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
55388		涨停揭秘：ST涨跌幅放宽至10%叠加低空经济政策密集落地，无人机数据处理业务具稀缺性；涨停缘由：ST板块涨跌幅限制扩大至10%提升博弈空间；公司主营无人机飞行服务与数据处理，属低空经济核心环节，深度参与多地低空试点项目；无人机系统研发销售覆盖军用与民用场景；2025年低空经济写入政府工作报告，多地出台专项支持政策；技术面突破下降通道，量能持续放大；资金逻辑：小市值+题材纯正吸引游资快速建仓，单日换手率达18.7%，主力资金净流入超3600万元；风险提示：公司仍处退市风险警示状态，审计意见类型及持续经营能力尚待确认，低空经济商业化进度存在不确定性	公司的主营业务中的无人机飞行服务与数据处理及无人机系统的研发、生产和销售，分别属于低空经济领域中的低空飞行产业和低空制造产业	2026-03-13\|3.97\|0.00\|3.93\|4.11\|3.93\|49335;2026-03-16\|4.06\|2.27\|4.00\|4.11\|3.97\|40627;2026-03-17\|3.91\|-3.69\|4.10\|4.12\|3.88\|45278;2026-03-18\|3.97\|1.53\|3.88\|4.04\|3.87\|40032;2026-03-19\|3.88\|-2.27\|3.95\|3.97\|3.84\|33256;2026-03-20\|3.72\|-4.12\|3.88\|3.92\|3.68\|49242;2026-03-23\|3.60\|-3.23\|3.70\|3.70\|3.55\|42354;2026-03-24\|3.61\|0.28\|3.66\|3.72\|3.54\|46981;2026-03-25\|3.77\|4.43\|3.64\|3.81\|3.59\|57891;2026-03-26\|3.57\|-5.30\|3.76\|3.76\|3.55\|67529;2026-03-27\|3.21\|-10.08\|3.18\|3.32\|3.12\|160470;2026-03-30\|3.12\|-2.80\|3.17\|3.27\|3.03\|104275;2026-03-31\|2.98\|-4.49\|3.18\|3.18\|2.94\|86571;2026-04-01\|2.72\|-8.72\|3.02\|3.03\|2.69\|165497;2026-04-02\|2.48\|-8.82\|2.68\|2.72\|2.47\|146992;2026-04-03\|2.39\|-3.63\|2.47\|2.62\|2.34\|162202;2026-04-07\|1.91\|-20.08\|1.91\|1.91\|1.91\|23641;2026-04-08\|1.75\|-8.38\|1.70\|1.80\|1.65\|314995;2026-04-09\|1.53\|-12.57\|1.68\|1.72\|1.41\|345329;2026-04-10\|1.49\|-2.61\|1.47\|1.59\|1.44\|220494;2026-04-13\|1.36\|-8.72\|1.46\|1.49\|1.33\|216250;2026-04-14\|1.63\|19.85\|1.42\|1.63\|1.39\|230536;2026-04-15\|1.96\|20.25\|1.82\|1.96\|1.77\|250482;2026-04-16\|2.35\|19.90\|2.20\|2.35\|2.05\|638770;2026-04-22\|1.88\|-20.00\|1.88\|2.29\|1.88\|491776;2026-04-23\|1.50\|-20.21\|1.51\|1.64\|1.50\|156332;2026-04-24\|1.43\|-4.67\|1.20\|1.74\|1.20\|518733;2026-04-27\|1.16\|-18.88\|1.14\|1.29\|1.14\|425209;2026-04-28\|0.93\|-19.83\|0.97\|1.10\|0.93\|350450;2026-05-19\|0.45\|-51.61\|0.45\|0.53\|0.43\|474212;2026-05-20\|0.42\|-6.67\|0.41\|0.44\|0.40\|243050;2026-05-21\|0.40\|-4.76\|0.42\|0.42\|0.40\|189145;2026-05-22\|0.43\|7.50\|0.40\|0.45\|0.39\|164763;2026-05-25\|0.41\|-4.65\|0.42\|0.43\|0.39\|132337;2026-05-26\|0.39\|-4.88\|0.40\|0.41\|0.38\|104895;2026-05-27\|0.37\|-5.13\|0.39\|0.40\|0.36\|104269;2026-05-28\|0.37\|0.00\|0.36\|0.37\|0.36\|51747;2026-05-29\|0.35\|-5.41\|0.37\|0.37\|0.34\|77927;2026-06-01\|0.36\|2.86\|0.35\|0.38\|0.34\|94647;2026-06-02\|0.36\|0.00\|0.36\|0.37\|0.35\|95048;2026-06-03\|0.34\|-5.56\|0.35\|0.36\|0.34\|93054;2026-06-04\|0.35\|2.94\|0.35\|0.36\|0.34\|100977;2026-06-05\|0.35\|0.00\|0.34\|0.36\|0.34\|135749;2026-06-08\|0.37\|5.71\|0.35\|0.38\|0.35\|209983
55387		一带一路+超临界锅炉+ST摘帽预期行业原因： 1、据财闻3月24日报道，国家数据局局长刘烈宏3月23日在中国发展高层论坛2026年年会上提出，将推进算电协同工程，确保新建算力设施绿电应用占比不低于80%，为绿电打开确定性增量需求。 2、国家电投同日宣布2026年计划投资2000亿元，同比增长17%，一季度已完成230亿元，同比增35%，强化绿电供给端扩张预期。公司原因： 1、据2025年半年报及2025年三季度报告，公司2025年3月与老挝签订清洁能源及输变电EPC合同、5月与阿联酋签订伊拉克热电厂修复EPC合同，海外订单金额预计达历史高位。 2、据2025年半年报，公司具备自主研发设计并可批量生产制造超临界成套锅炉的能力，产品涵盖循环流化床锅炉、垃圾发电锅炉、生物质锅炉等高效环保设备。 3、据2026年2月28日公告，公司已规范完成收付款账户、关联交易等整改事项，争取尽早申请撤销公司股票ST。	公司承接制造的国内最大规模等级(4x750T/D)的城市垃圾焚烧发电清洁能源项目在深圳宝安成功运营	2026-03-13\|2.33\|-4.12\|2.40\|2.43\|2.32\|337248;2026-03-16\|2.33\|0.00\|2.37\|2.37\|2.27\|260394;2026-03-17\|2.29\|-1.72\|2.33\|2.41\|2.27\|365274;2026-03-18\|2.31\|0.87\|2.29\|2.33\|2.26\|237426;2026-03-19\|2.21\|-4.33\|2.27\|2.29\|2.19\|363156;2026-03-20\|2.18\|-1.36\|2.21\|2.25\|2.15\|329563;2026-03-23\|2.07\|-5.05\|2.13\|2.14\|2.07\|332748;2026-03-24\|2.04\|-1.45\|2.06\|2.08\|1.97\|638593;2026-03-25\|2.14\|4.90\|2.04\|2.14\|2.01\|894092;2026-03-26\|2.25\|5.14\|2.14\|2.25\|2.11\|1134589;2026-03-27\|2.19\|-2.67\|2.21\|2.23\|2.14\|711861;2026-03-30\|2.08\|-5.02\|2.14\|2.16\|2.08\|675246;2026-03-31\|2.07\|-0.48\|2.07\|2.16\|2.06\|470300;2026-04-01\|2.09\|0.97\|2.10\|2.12\|2.07\|368978;2026-04-02\|1.99\|-4.78\|2.07\|2.09\|1.99\|468614;2026-04-03\|1.90\|-4.52\|1.98\|1.99\|1.89\|485572;2026-04-07\|1.90\|0.00\|1.85\|1.92\|1.85\|334634;2026-04-08\|1.98\|4.21\|1.95\|1.99\|1.93\|428832;2026-04-09\|1.88\|-5.05\|1.95\|1.96\|1.88\|487844;2026-04-10\|1.88\|0.00\|1.88\|1.92\|1.87\|373151;2026-04-13\|1.91\|1.60\|1.85\|1.94\|1.81\|457018;2026-04-14\|2.01\|5.24\|1.91\|2.01\|1.91\|315420;2026-04-15\|2.11\|4.98\|2.09\|2.11\|2.07\|218237;2026-04-16\|2.13\|0.95\|2.15\|2.22\|2.05\|1080504;2026-04-17\|2.24\|5.16\|2.13\|2.24\|2.10\|746074;2026-04-20\|2.21\|-1.34\|2.26\|2.27\|2.16\|729739;2026-04-21\|2.12\|-4.07\|2.20\|2.23\|2.10\|497437;2026-04-22\|2.13\|0.47\|2.11\|2.17\|2.08\|307537;2026-04-23\|2.03\|-4.69\|2.10\|2.12\|2.03\|382225;2026-04-24\|2.02\|-0.49\|2.03\|2.06\|1.99\|285653;2026-04-27\|2.12\|4.95\|1.98\|2.12\|1.93\|546371;2026-04-28\|2.09\|-1.42\|2.08\|2.11\|2.05\|343114;2026-04-30\|1.99\|-4.78\|1.99\|1.99\|1.99\|176307;2026-05-06\|2.04\|2.51\|1.89\|2.09\|1.89\|813005;2026-05-07\|1.95\|-4.41\|1.98\|2.04\|1.94\|567132;2026-05-08\|1.99\|2.05\|1.97\|2.03\|1.96\|295680;2026-05-11\|2.01\|1.00\|1.99\|2.07\|1.98\|287749;2026-05-12\|1.97\|-1.99\|2.00\|2.03\|1.94\|312632;2026-05-13\|1.95\|-1.02\|1.97\|1.98\|1.93\|210469;2026-05-14\|1.97\|1.03\|1.95\|1.97\|1.86\|352843;2026-05-15\|2.02\|2.54\|1.95\|2.05\|1.93\|357737;2026-05-18\|1.96\|-2.97\|1.98\|2.00\|1.93\|222379;2026-05-19\|1.98\|1.02\|1.96\|2.00\|1.94\|198790;2026-05-20\|1.94\|-2.02\|1.98\|1.99\|1.93\|173262;2026-05-21\|1.84\|-5.15\|1.93\|1.94\|1.84\|405821;2026-05-22\|1.82\|-1.09\|1.81\|1.88\|1.81\|222249;2026-05-25\|1.73\|-4.95\|1.81\|1.81\|1.73\|389564;2026-05-26\|1.65\|-4.62\|1.69\|1.73\|1.64\|398439;2026-05-27\|1.71\|3.64\|1.64\|1.72\|1.63\|277511;2026-05-28\|1.64\|-4.09\|1.65\|1.67\|1.62\|495042;2026-05-29\|1.63\|-0.61\|1.61\|1.69\|1.60\|345088;2026-06-01\|1.60\|-1.84\|1.60\|1.62\|1.55\|481090;2026-06-02\|1.68\|5.00\|1.60\|1.68\|1.59\|179762;2026-06-03\|1.76\|4.76\|1.76\|1.76\|1.76\|27746;2026-06-04\|1.85\|5.11\|1.76\|1.85\|1.71\|604202;2026-06-05\|1.85\|0.00\|1.89\|1.94\|1.83\|544982;2026-06-08\|1.77\|-4.32\|1.86\|1.92\|1.76\|281788;2026-06-09\|1.86\|5.08\|1.80\|1.86\|1.80\|149674;2026-06-10\|1.81\|-2.69\|1.90\|1.90\|1.79\|252582;2026-06-11\|1.81\|0.00\|1.78\|1.90\|1.78\|194989;2026-06-12\|1.84\|1.66\|1.83\|1.89\|1.81\|169698;2026-06-15\|1.91\|3.80\|1.86\|1.91\|1.84\|205212;2026-06-16\|2.01\|5.24\|1.92\|2.01\|1.92\|175936;2026-06-17\|2.02\|0.50\|2.07\|2.11\|1.99\|455148;2026-06-18\|1.97\|-2.48\|2.07\|2.08\|1.96\|239023;2026-06-22\|1.87\|-5.08\|1.93\|1.94\|1.87\|201456;2026-06-23\|1.93\|3.21\|1.88\|1.96\|1.87\|182439;2026-06-24\|1.91\|-1.04\|1.91\|1.97\|1.87\|110816;2026-06-25\|1.81\|-5.24\|1.91\|1.94\|1.81\|202255;2026-06-26\|1.80\|-0.55\|1.80\|1.86\|1.73\|152921;2026-06-29\|1.72\|-4.44\|1.80\|1.83\|1.72\|160768;2026-06-30\|1.75\|1.74\|1.75\|1.79\|1.70\|111410;2026-07-01\|1.77\|1.14\|1.75\|1.83\|1.73\|135272;2026-07-02\|1.77\|0.00\|1.75\|1.83\|1.75\|165225;2026-07-03\|1.81\|2.26\|1.81\|1.84\|1.77\|119581;2026-07-06\|1.73\|-4.42\|1.82\|1.83\|1.71\|156902;2026-07-07\|1.70\|-1.73\|1.71\|1.73\|1.64\|157024;2026-07-08\|1.66\|-2.35\|1.70\|1.72\|1.63\|124168;2026-07-09\|1.67\|0.60\|1.66\|1.69\|1.65\|77230;2026-07-10\|1.68\|0.60\|1.66\|1.70\|1.63\|112944;2026-07-13\|1.68\|0.00\|1.68\|1.74\|1.66\|123518;2026-07-14\|1.78\|5.95\|1.68\|1.83\|1.65\|199836;2026-07-15\|1.79\|0.56\|1.80\|1.85\|1.78\|150187;2026-07-16\|1.79\|0.00\|1.77\|1.81\|1.76\|82057;2026-07-17\|1.72\|-3.91\|1.77\|1.80\|1.71\|117292;2026-07-20\|1.71\|-0.58\|1.72\|1.77\|1.67\|103971;2026-07-21\|1.74\|1.75\|1.71\|1.79\|1.69\|127955;2026-07-22\|1.70\|-2.30\|1.73\|1.76\|1.67\|95063
55386		扭亏预告+退市博弈公司原因： 1、据2026年1月31日《2025年度业绩预告》，公司预计2025年营收2–3亿元、归母净利800–1200万元，同比扭亏，主因算力服务器及应急安全业务规模扩大。 2、据2026年3月10日《关于公司股票可能被终止上市的第三次风险提示公告》，公司第三次提示若2025年报仍触及财务类退市指标，股票将被终止上市。	公司2025年全年预计净亏损20000万元—24000万元	2026-03-13\|6.16\|4.94\|5.88\|6.16\|5.60\|235822;2026-03-16\|5.85\|-5.03\|6.35\|6.40\|5.85\|117030;2026-03-17\|5.56\|-4.96\|5.56\|5.56\|5.56\|6902;2026-03-18\|5.28\|-5.04\|5.28\|5.28\|5.28\|5082;2026-03-19\|5.54\|4.92\|5.02\|5.54\|5.02\|145954;2026-03-20\|5.26\|-5.05\|5.26\|5.77\|5.26\|167213;2026-03-23\|5.00\|-4.94\|5.00\|5.15\|5.00\|84241;2026-03-24\|5.16\|3.20\|4.81\|5.24\|4.75\|114291;2026-03-25\|5.11\|-0.97\|5.19\|5.24\|4.95\|88743;2026-03-26\|5.10\|-0.20\|5.10\|5.25\|5.03\|60489;2026-03-27\|5.04\|-1.18\|5.00\|5.13\|4.95\|54972;2026-03-30\|4.81\|-4.56\|4.99\|5.06\|4.80\|60340;2026-03-31\|4.57\|-4.99\|4.87\|4.96\|4.57\|88802;2026-04-01\|4.34\|-5.03\|4.34\|4.45\|4.34\|45779;2026-04-02\|4.12\|-5.07\|4.12\|4.12\|4.12\|6773;2026-04-03\|3.91\|-5.10\|3.91\|3.91\|3.91\|6891;2026-04-07\|3.71\|-5.12\|3.71\|3.71\|3.71\|6404;2026-04-08\|3.53\|-4.85\|3.52\|3.89\|3.52\|178430;2026-04-09\|3.35\|-5.10\|3.35\|3.46\|3.35\|125480;2026-04-10\|3.18\|-5.07\|3.18\|3.40\|3.18\|131062;2026-04-13\|3.14\|-1.26\|3.02\|3.25\|3.02\|110414;2026-04-14\|3.30\|5.10\|3.19\|3.30\|3.19\|31353;2026-04-15\|3.47\|5.15\|3.47\|3.47\|3.47\|26172;2026-04-16\|3.64\|4.90\|3.64\|3.64\|3.64\|7281;2026-04-17\|3.76\|3.30\|3.82\|3.82\|3.48\|204317;2026-04-20\|3.57\|-5.05\|3.57\|3.57\|3.57\|18523;2026-04-21\|3.39\|-5.04\|3.39\|3.39\|3.39\|3703;2026-04-22\|3.22\|-5.01\|3.22\|3.22\|3.22\|3585;2026-04-23\|3.06\|-4.97\|3.06\|3.06\|3.06\|8862;2026-04-24\|2.91\|-4.90\|2.91\|2.91\|2.91\|13372;2026-04-27\|2.76\|-5.15\|2.76\|2.76\|2.76\|25142;2026-06-23\|0.31\|-88.77\|0.27\|0.44\|0.26\|251734;2026-06-24\|0.28\|-9.68\|0.29\|0.30\|0.28\|43237;2026-06-25\|0.26\|-7.14\|0.25\|0.27\|0.25\|127798;2026-06-26\|0.28\|7.69\|0.26\|0.28\|0.25\|113589;2026-06-29\|0.31\|10.71\|0.28\|0.31\|0.27\|93218;2026-06-30\|0.34\|9.68\|0.30\|0.34\|0.30\|24545;2026-07-01\|0.37\|8.82\|0.37\|0.37\|0.33\|115105;2026-07-02\|0.41\|10.81\|0.36\|0.41\|0.36\|94991;2026-07-03\|0.45\|9.76\|0.40\|0.45\|0.37\|62673;2026-07-06\|0.41\|-8.89\|0.45\|0.50\|0.41\|69961;2026-07-07\|0.40\|-2.44\|0.41\|0.44\|0.37\|77413;2026-07-08\|0.38\|-5.00\|0.39\|0.41\|0.36\|46986;2026-07-09\|0.42\|10.53\|0.39\|0.42\|0.39\|53756;2026-07-10\|0.46\|9.52\|0.45\|0.46\|0.45\|36306;2026-07-13\|0.51\|10.87\|0.51\|0.51\|0.51\|34886
55385		锆钛矿选矿+申请摘帽+或资产注入行业原因：据财闻6月18日报道，消息面上，美国麻省理工学院研究团队给氮化镓芯片嵌入一层超薄单晶金刚石，突破了高功率无线芯片散热瓶颈，并制备出性能创纪录的无线功率放大器，此事引起广泛关注。公司原因： 1、据2026年4月30日年报，公司构建“家居+锆钛矿选矿”双主业，控股广西锆业切入锆钛矿选矿领域，设计处理毛矿能力60万吨/年，产品覆盖锆英砂、钛精矿、独居石等，服务于新能源、高端陶瓷等领域头部客户。 2、据2026年5月20日投资者关系活动表，公司2025年度扣除后营收高于3亿元，已向上交所申请撤销退市风险警示及其他风险警示。 3、据2026年5月20日投资者关系活动表，投资者关注控股股东吴涛旗下域潇集团解决同业竞争及优质资产注入的预期；据2026年5月1日异动公告，控股股东不存在筹划资产注入等重大事项。	公司主要从事中高端海派艺术家具产品的生产	2026-03-13\|43.40\|-0.46\|43.99\|43.99\|43.25\|8754;2026-03-16\|43.17\|-0.53\|43.41\|44.27\|42.53\|12258;2026-03-17\|42.52\|-1.51\|43.11\|43.50\|42.03\|9646;2026-03-18\|43.40\|2.07\|42.86\|43.88\|42.70\|10541;2026-03-19\|43.76\|0.83\|42.75\|43.79\|41.23\|24627;2026-03-20\|43.48\|-0.64\|43.11\|43.85\|42.75\|11256;2026-03-23\|41.46\|-4.65\|42.94\|42.94\|41.46\|12254;2026-03-24\|40.97\|-1.18\|42.40\|42.45\|39.52\|16680;2026-03-25\|41.00\|0.07\|40.74\|41.40\|40.00\|7652;2026-03-26\|41.38\|0.93\|41.26\|42.98\|40.23\|15600;2026-03-27\|42.37\|2.39\|40.89\|42.88\|40.56\|12618;2026-03-30\|43.89\|3.59\|41.85\|44.00\|41.85\|17167;2026-03-31\|43.07\|-1.87\|43.89\|44.18\|42.90\|11812;2026-04-01\|43.34\|0.63\|43.30\|43.63\|43.01\|7181;2026-04-02\|42.22\|-2.58\|43.33\|43.33\|42.00\|9053;2026-04-03\|41.68\|-1.28\|42.69\|42.69\|41.50\|6952;2026-04-07\|41.74\|0.14\|41.90\|42.00\|41.15\|6631;2026-04-08\|42.14\|0.96\|42.00\|42.58\|41.74\|8813;2026-04-09\|42.14\|0.00\|42.08\|42.66\|41.71\|7891;2026-04-10\|44.23\|4.96\|42.21\|44.25\|42.21\|21516;2026-04-13\|46.44\|5.00\|43.79\|46.44\|43.71\|19181;2026-04-14\|48.76\|5.00\|47.55\|48.76\|47.55\|34190;2026-04-15\|48.75\|-0.02\|49.51\|49.90\|47.70\|23667;2026-04-16\|48.78\|0.06\|48.75\|49.80\|48.20\|14033;2026-04-17\|51.08\|4.71\|49.22\|51.20\|48.93\|19454;2026-04-20\|51.96\|1.72\|49.90\|53.38\|49.89\|24344;2026-04-21\|51.48\|-0.92\|52.18\|52.81\|50.90\|15691;2026-04-22\|51.36\|-0.23\|51.79\|51.87\|49.00\|17935;2026-04-23\|50.80\|-1.09\|51.20\|52.40\|50.65\|15164;2026-04-24\|53.34\|5.00\|51.27\|53.34\|51.20\|36703;2026-04-27\|54.16\|1.54\|54.53\|55.99\|53.00\|24074;2026-04-28\|56.31\|3.97\|54.07\|56.87\|51.50\|25835;2026-04-29\|58.88\|4.56\|55.30\|58.92\|55.30\|19738;2026-04-30\|61.82\|4.99\|61.70\|61.82\|58.81\|29469;2026-05-06\|64.91\|5.00\|63.50\|64.91\|63.02\|11171;2026-05-07\|66.55\|2.53\|65.80\|67.99\|65.01\|29120;2026-05-08\|66.13\|-0.63\|67.54\|67.75\|66.00\|17293;2026-05-11\|66.99\|1.30\|67.40\|67.45\|65.27\|21725;2026-05-12\|67.74\|1.12\|67.99\|69.10\|67.01\|20170;2026-05-13\|66.42\|-1.95\|67.79\|68.00\|65.40\|17640;2026-05-14\|66.60\|0.27\|66.77\|67.50\|65.60\|19466;2026-05-15\|69.93\|5.00\|66.35\|69.93\|66.35\|25295;2026-05-18\|66.43\|-5.00\|70.97\|71.80\|66.43\|31756;2026-05-19\|63.11\|-5.00\|65.00\|65.13\|63.11\|8816;2026-05-20\|62.35\|-1.20\|59.95\|65.82\|59.95\|33293;2026-05-21\|63.13\|1.25\|63.00\|64.85\|62.59\|19574;2026-05-22\|62.90\|-0.36\|63.19\|63.80\|61.50\|12418;2026-05-25\|60.00\|-4.61\|63.00\|63.40\|59.76\|20302;2026-05-26\|61.20\|2.00\|59.97\|61.80\|57.20\|18835;2026-05-27\|60.83\|-0.60\|61.20\|62.68\|59.90\|15036;2026-05-28\|59.01\|-2.99\|60.41\|60.82\|59.00\|9738;2026-05-29\|59.10\|0.15\|59.44\|60.39\|57.65\|14523;2026-06-01\|61.23\|3.60\|59.37\|61.92\|58.00\|14850;2026-06-02\|64.29\|5.00\|61.33\|64.29\|61.33\|10008;2026-06-03\|63.95\|-0.53\|65.92\|66.10\|63.01\|20313;2026-06-04\|62.51\|-2.25\|62.04\|64.10\|62.04\|8891;2026-06-05\|60.21\|-3.68\|63.10\|63.10\|60.00\|9166;2026-06-08\|57.86\|-3.90\|58.10\|59.40\|57.74\|10117;2026-06-09\|59.01\|1.99\|57.83\|59.95\|57.51\|11386;2026-06-10\|58.00\|-1.71\|58.89\|59.23\|57.90\|6776;2026-06-11\|57.85\|-0.26\|57.42\|58.40\|57.11\|6345;2026-06-12\|59.40\|2.68\|59.26\|60.55\|58.50\|8120;2026-06-15\|59.07\|-0.56\|59.30\|60.50\|58.58\|8512;2026-06-16\|59.80\|1.24\|59.77\|60.00\|57.35\|9709;2026-06-17\|58.35\|-2.42\|60.00\|60.00\|57.97\|7927;2026-06-18\|61.27\|5.00\|58.99\|61.27\|57.55\|16593;2026-06-22\|61.05\|-0.36\|61.71\|62.75\|60.22\|12094;2026-06-23\|59.30\|-2.87\|61.05\|61.75\|59.03\|10781;2026-06-24\|58.75\|-0.93\|59.36\|60.98\|58.38\|7027;2026-06-25\|58.02\|-1.24\|58.75\|58.99\|57.64\|9402;2026-06-26\|57.21\|-1.40\|57.50\|59.80\|57.20\|12019;2026-06-29\|60.07\|5.00\|57.22\|60.07\|57.22\|24492;2026-07-01\|58.71\|-2.26\|61.00\|62.96\|54.33\|46073;2026-07-02\|61.60\|4.92\|56.70\|62.74\|56.70\|37098;2026-07-03\|57.99\|-5.86\|62.81\|62.87\|57.48\|32316;2026-07-06\|58.00\|0.02\|58.00\|58.65\|54.76\|25845;2026-07-07\|57.76\|-0.41\|57.23\|59.50\|56.62\|10313;2026-07-08\|58.62\|1.49\|57.70\|60.00\|56.63\|19489;2026-07-09\|60.28\|2.83\|59.20\|61.88\|57.79\|27917;2026-07-10\|57.98\|-3.82\|60.00\|61.15\|57.70\|22344;2026-07-13\|55.28\|-4.66\|58.00\|58.70\|54.88\|18846;2026-07-14\|55.30\|0.04\|55.20\|56.20\|54.78\|11376;2026-07-15\|51.70\|-6.51\|55.31\|55.31\|51.31\|19571;2026-07-16\|51.09\|-1.18\|50.74\|52.65\|50.10\|18410;2026-07-17\|47.30\|-7.42\|50.72\|51.80\|46.00\|36981;2026-07-20\|44.00\|-6.98\|48.24\|48.69\|42.57\|38344;2026-07-21\|43.04\|-2.18\|44.00\|44.50\|39.70\|55216;2026-07-22\|41.22\|-4.23\|42.59\|43.45\|40.70\|32016
55384		申请撤销退市风险警示+啤酒饮料+果汁扩产+扭亏预期行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月13日公告，公司向深交所提交撤销退市风险警示申请，2025年扣除后营收3.61亿元、净资产3.65亿元，符合摘星条件。 2、据2025年年度报告，公司啤酒业务营收2.96亿元，同比增74.34%，省外市场收入2.51亿元，同比增324.35%，抖音等线上直销贡献1.67亿元，同比增3787%。 3、据2025年年度报告，控股子公司重庆黄河果汁饮料项目投产，NFC果汁、浓缩橙汁上市，果汁业务全年营收2332万元，非酒精饮料收入同比增56.10%，形成“啤酒+果汁”双轮布局。	西北地区啤酒小龙头，公司实控人拟由杨世江变更为谭岳鑫	2026-03-13\|10.46\|1.65\|10.26\|10.55\|10.26\|30336;2026-03-16\|10.24\|-2.10\|10.36\|10.44\|9.94\|38722;2026-03-17\|10.38\|1.37\|10.35\|10.65\|10.26\|40518;2026-03-18\|10.50\|1.16\|10.32\|10.57\|10.26\|23256;2026-03-19\|10.24\|-2.48\|10.35\|10.43\|10.17\|27968;2026-03-20\|9.99\|-2.44\|10.30\|10.34\|9.91\|45751;2026-03-23\|9.49\|-5.00\|9.49\|9.54\|9.49\|41109;2026-03-24\|9.37\|-1.26\|9.43\|9.49\|9.03\|59286;2026-03-25\|9.54\|1.81\|9.43\|9.63\|9.37\|32807;2026-03-26\|9.46\|-0.84\|9.58\|9.68\|9.30\|29938;2026-03-27\|9.56\|1.06\|9.35\|9.57\|9.33\|34990;2026-03-30\|9.65\|0.94\|9.41\|9.68\|9.30\|20515;2026-03-31\|9.44\|-2.18\|9.62\|9.79\|9.35\|37523;2026-04-01\|9.49\|0.53\|9.60\|9.60\|9.39\|18233;2026-04-02\|9.23\|-2.74\|9.50\|9.50\|9.14\|23458;2026-04-03\|8.97\|-2.82\|9.23\|9.23\|8.88\|25438;2026-04-07\|8.95\|-0.22\|8.96\|9.02\|8.75\|26106;2026-04-08\|9.29\|3.80\|9.17\|9.40\|9.06\|48455;2026-04-09\|9.02\|-2.91\|9.17\|9.23\|8.95\|36775;2026-04-10\|9.46\|4.88\|9.11\|9.47\|9.10\|63560;2026-04-13\|9.93\|4.97\|9.93\|9.93\|9.68\|112469;2026-04-14\|10.43\|5.04\|9.93\|10.43\|9.92\|70323;2026-04-15\|10.49\|0.58\|10.68\|10.74\|10.27\|66331;2026-04-16\|10.16\|-3.15\|10.50\|10.57\|10.11\|60812;2026-04-17\|10.19\|0.30\|10.22\|10.27\|10.10\|27116;2026-04-20\|10.57\|3.73\|10.30\|10.70\|10.16\|50302;2026-04-21\|10.76\|1.80\|10.40\|10.76\|10.28\|38021;2026-04-22\|10.41\|-3.25\|10.75\|10.79\|10.39\|37251;2026-04-23\|10.66\|2.40\|10.42\|10.78\|10.38\|31535;2026-04-24\|10.49\|-1.59\|10.70\|10.70\|10.36\|22432;2026-04-27\|10.36\|-1.24\|10.22\|10.46\|10.17\|23765;2026-04-28\|10.37\|0.10\|10.32\|10.51\|10.24\|26467;2026-04-29\|10.28\|-0.87\|10.28\|10.31\|10.11\|32000;2026-04-30\|10.33\|0.49\|10.19\|10.34\|10.15\|19301;2026-05-06\|10.15\|-1.74\|10.33\|10.33\|10.12\|32866;2026-05-07\|10.66\|5.02\|10.20\|10.66\|10.10\|46022;2026-05-08\|11.11\|4.22\|10.68\|11.13\|10.51\|45854;2026-05-11\|11.24\|1.17\|11.30\|11.50\|11.06\|53820;2026-05-12\|10.97\|-2.40\|11.12\|11.29\|10.85\|30753;2026-05-13\|11.52\|5.01\|10.97\|11.52\|10.88\|50400;2026-05-14\|11.55\|0.26\|11.64\|12.02\|11.41\|65718;2026-05-15\|11.38\|-1.47\|11.49\|11.69\|11.21\|27656;2026-05-18\|11.43\|0.44\|11.49\|11.85\|11.23\|42547;2026-05-19\|11.62\|1.66\|11.43\|11.72\|11.43\|26405;2026-05-20\|11.26\|-3.10\|11.73\|11.85\|11.06\|34202;2026-05-21\|10.99\|-2.40\|11.20\|11.31\|10.98\|24354;2026-05-22\|11.52\|4.82\|11.16\|11.53\|10.94\|34716;2026-05-25\|10.94\|-5.03\|11.51\|11.51\|10.94\|59437;2026-05-26\|10.48\|-4.20\|10.91\|10.94\|10.39\|44987;2026-05-27\|10.36\|-1.15\|10.59\|10.61\|10.05\|32817;2026-05-28\|10.42\|0.58\|10.33\|10.69\|10.21\|30335;2026-05-29\|10.38\|-0.38\|10.48\|10.48\|10.15\|29091;2026-06-01\|10.52\|1.35\|10.38\|10.55\|10.21\|19745;2026-06-02\|10.54\|0.19\|10.52\|10.74\|10.44\|21902;2026-06-03\|10.04\|-4.74\|10.55\|10.55\|10.02\|28796;2026-06-04\|9.65\|-3.88\|10.00\|10.00\|9.54\|41716;2026-06-05\|9.70\|0.52\|9.65\|9.91\|9.59\|30724;2026-06-08\|9.44\|-2.68\|9.50\|9.70\|9.32\|17149;2026-06-09\|9.54\|1.06\|9.42\|9.61\|9.32\|12810;2026-06-10\|9.21\|-3.46\|9.48\|9.55\|9.10\|23679;2026-06-11\|9.32\|1.19\|9.26\|9.36\|9.05\|14215;2026-06-12\|9.48\|1.72\|9.30\|9.69\|9.27\|18517;2026-06-16\|10.04\|5.91\|9.95\|10.43\|9.89\|122240;2026-06-17\|9.93\|-1.10\|10.12\|10.43\|9.58\|96541;2026-06-18\|9.76\|-1.71\|9.84\|10.17\|9.52\|67213;2026-06-22\|10.06\|3.07\|9.85\|10.24\|9.00\|87532;2026-06-23\|9.93\|-1.29\|10.00\|10.61\|9.80\|78465;2026-06-24\|9.68\|-2.52\|9.97\|10.05\|9.42\|59975;2026-06-25\|9.39\|-3.00\|9.57\|9.68\|9.20\|51719;2026-06-26\|9.14\|-2.66\|9.28\|9.40\|9.01\|49020;2026-06-29\|8.90\|-2.63\|9.26\|9.26\|8.80\|47239;2026-06-30\|8.75\|-1.69\|8.84\|9.05\|8.67\|41140;2026-07-01\|8.88\|1.49\|8.75\|9.05\|8.66\|50729;2026-07-02\|8.88\|0.00\|8.90\|9.36\|8.76\|49764;2026-07-03\|9.05\|1.91\|8.99\|9.20\|8.80\|39129;2026-07-06\|8.90\|-1.66\|9.05\|9.19\|8.80\|34922;2026-07-07\|8.80\|-1.12\|8.91\|8.91\|8.56\|38396;2026-07-08\|8.86\|0.68\|8.74\|9.12\|8.63\|45332;2026-07-09\|8.84\|-0.23\|8.86\|8.96\|8.47\|34648;2026-07-10\|8.76\|-0.91\|8.84\|8.95\|8.57\|64949;2026-07-13\|8.32\|-5.02\|8.59\|8.72\|8.13\|57290;2026-07-14\|8.38\|0.72\|8.30\|8.45\|8.12\|48873;2026-07-15\|8.55\|2.03\|8.35\|8.67\|8.33\|41840;2026-07-16\|8.60\|0.58\|8.55\|8.94\|8.47\|45556;2026-07-17\|8.41\|-2.21\|8.61\|8.81\|8.12\|45926;2026-07-20\|7.94\|-5.59\|8.41\|8.63\|7.58\|80233;2026-07-21\|7.75\|-2.39\|7.85\|7.89\|7.18\|65735;2026-07-22\|7.50\|-3.23\|7.72\|7.83\|7.34\|45818
55383		商业航天+相控阵T/R芯片+摘帽行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据2026年6月24日互动易，公司在卫星通信领域领先推出星载和地面用卫星通信T/R芯片全套解决方案，产品已进入量产阶段并持续交付中。 2、据2025年年度报告，公司主营业务为微波毫米波相控阵T/R芯片的研发、生产、销售和技术服务，是国内少数能够提供完整T/R芯片解决方案及宇航级芯片研发、测试及生产的企业之一。 3、据2026年6月30日公告及历史公告，公司股票自2026年5月20日起撤销退市风险警示，证券简称由“*ST铖昌”恢复为“铖昌科技”。	公司主营微波毫米波模拟相控阵T/R芯片；预计2025年盈利9500万元-1.24亿元，同比扭亏	2026-03-13\|111.91\|-5.00\|117.00\|118.50\|111.91\|64647;2026-03-16\|107.96\|-3.53\|110.16\|111.45\|106.31\|62423;2026-03-17\|106.53\|-1.32\|110.13\|112.99\|105.60\|47459;2026-03-18\|111.86\|5.00\|107.49\|111.86\|105.50\|58460;2026-03-19\|113.76\|1.70\|108.65\|117.33\|108.52\|85444;2026-03-20\|108.07\|-5.00\|115.50\|116.26\|108.07\|69605;2026-03-23\|102.67\|-5.00\|103.97\|107.25\|102.67\|54331;2026-03-24\|100.33\|-2.28\|104.23\|105.00\|97.54\|77425;2026-03-25\|101.16\|0.83\|102.02\|104.25\|99.60\|52465;2026-03-26\|106.22\|5.00\|103.35\|106.22\|99.86\|95590;2026-03-27\|103.80\|-2.28\|105.00\|106.28\|102.70\|62979;2026-03-30\|108.99\|5.00\|101.00\|108.99\|100.80\|52182;2026-03-31\|112.50\|3.22\|112.43\|114.44\|111.68\|94045;2026-04-01\|116.24\|3.32\|114.20\|116.83\|112.99\|76182;2026-04-02\|113.51\|-2.35\|114.10\|120.50\|112.43\|76980;2026-04-03\|113.58\|0.06\|116.06\|117.39\|109.00\|67447;2026-04-07\|110.41\|-2.79\|112.00\|113.97\|109.54\|43757;2026-04-08\|115.93\|5.00\|113.99\|115.93\|113.66\|21394;2026-04-09\|121.73\|5.00\|120.58\|121.73\|117.71\|89310;2026-04-10\|122.98\|1.03\|123.00\|127.78\|122.00\|70271;2026-04-13\|129.13\|5.00\|121.02\|129.13\|121.02\|62266;2026-04-14\|135.59\|5.00\|132.10\|135.59\|132.10\|43572;2026-04-15\|142.37\|5.00\|142.37\|142.37\|142.33\|25265;2026-04-16\|141.04\|-0.93\|144.92\|148.90\|139.22\|135748;2026-04-17\|136.00\|-3.57\|140.88\|146.00\|135.00\|118444;2026-04-20\|142.80\|5.00\|136.11\|142.80\|136.11\|50054;2026-04-21\|147.00\|2.94\|149.78\|149.78\|142.00\|97140;2026-04-22\|154.35\|5.00\|143.98\|154.35\|142.80\|76202;2026-04-23\|159.30\|3.21\|156.48\|160.98\|155.00\|78702;2026-04-24\|154.00\|-3.33\|158.00\|160.00\|151.50\|72318;2026-04-27\|148.10\|-3.83\|153.81\|153.90\|146.33\|74213;2026-04-28\|140.70\|-5.00\|150.18\|150.40\|140.70\|65691;2026-04-29\|133.67\|-5.00\|133.68\|135.80\|133.67\|62289;2026-04-30\|140.35\|5.00\|133.67\|140.35\|132.00\|58018;2026-05-06\|145.60\|3.74\|145.00\|147.37\|143.12\|83462;2026-05-07\|152.88\|5.00\|146.00\|152.88\|144.88\|67095;2026-05-08\|156.77\|2.54\|153.00\|160.42\|152.88\|72335;2026-05-11\|164.20\|4.74\|156.80\|164.61\|154.90\|83571;2026-05-12\|155.99\|-5.00\|158.10\|160.80\|155.99\|80604;2026-05-13\|155.60\|-0.25\|152.00\|158.00\|150.30\|73314;2026-05-14\|147.82\|-5.00\|153.58\|155.00\|147.82\|81631;2026-05-15\|145.00\|-1.91\|148.61\|150.49\|141.00\|70638;2026-05-18\|142.65\|-1.62\|143.00\|148.87\|141.80\|63253;2026-05-20\|137.96\|-3.29\|145.21\|153.00\|137.80\|155249;2026-05-21\|146.50\|6.19\|136.77\|151.76\|136.77\|205867;2026-05-22\|143.40\|-2.12\|144.06\|144.36\|136.20\|166290;2026-05-25\|143.49\|0.06\|145.00\|148.48\|136.58\|161208;2026-05-26\|143.55\|0.04\|140.21\|145.00\|134.07\|132430;2026-05-27\|154.03\|7.45\|146.07\|157.69\|146.07\|182118;2026-05-28\|162.00\|5.17\|156.81\|166.18\|153.81\|160106;2026-05-29\|145.80\|-10.00\|158.00\|160.55\|145.80\|147969;2026-06-01\|131.55\|-9.77\|141.13\|144.00\|131.22\|114917;2026-06-02\|126.23\|-4.04\|133.63\|134.49\|123.45\|113054;2026-06-03\|136.90\|8.45\|127.45\|138.85\|127.40\|155597;2026-06-04\|136.79\|-0.08\|135.00\|139.10\|133.80\|90919;2026-06-05\|137.61\|0.60\|140.09\|142.39\|134.16\|122945;2026-06-08\|132.61\|-3.63\|128.01\|140.75\|128.01\|91000;2026-06-09\|136.75\|3.12\|135.12\|138.47\|128.61\|88196;2026-06-10\|129.40\|-5.37\|135.02\|138.30\|127.77\|73676;2026-06-11\|129.42\|0.02\|128.14\|132.15\|124.03\|74045;2026-06-12\|125.65\|-2.91\|134.35\|134.49\|125.43\|74590;2026-06-15\|125.00\|-0.52\|124.00\|127.95\|120.50\|80135;2026-06-16\|121.84\|-2.53\|127.00\|128.50\|120.43\|100001;2026-06-17\|127.78\|4.88\|121.22\|132.00\|121.00\|120551;2026-06-18\|134.28\|5.09\|125.37\|137.65\|125.29\|112344;2026-06-22\|128.28\|-4.47\|134.31\|135.79\|126.60\|102296;2026-06-23\|122.40\|-4.58\|125.07\|126.35\|120.55\|86659;2026-06-24\|124.56\|1.76\|121.00\|126.36\|117.66\|80114;2026-06-25\|126.75\|1.76\|122.33\|128.89\|120.50\|110457;2026-06-26\|139.43\|10.00\|124.24\|139.43\|121.51\|149995;2026-06-29\|153.31\|9.95\|143.99\|153.37\|142.21\|189220;2026-06-30\|155.99\|1.75\|155.00\|157.02\|149.58\|147411;2026-07-01\|159.00\|1.93\|155.96\|163.01\|152.00\|145675;2026-07-02\|148.47\|-6.62\|156.00\|163.79\|148.03\|137002;2026-07-03\|163.32\|10.00\|150.84\|163.32\|150.84\|46416;2026-07-06\|159.39\|-2.41\|177.00\|179.65\|158.00\|242284;2026-07-07\|165.60\|3.90\|160.33\|172.88\|158.88\|192935;2026-07-08\|151.33\|-8.62\|163.25\|167.80\|151.33\|172204;2026-07-09\|164.22\|8.52\|155.90\|166.46\|146.85\|160670;2026-07-10\|166.30\|1.27\|161.27\|180.64\|158.20\|226139;2026-07-13\|149.67\|-10.00\|165.11\|165.11\|149.67\|179943;2026-07-14\|134.70\|-10.00\|141.00\|144.07\|134.70\|88952;2026-07-15\|121.61\|-9.72\|128.00\|131.80\|121.50\|161902;2026-07-16\|122.16\|0.45\|119.00\|128.87\|118.27\|122544;2026-07-17\|109.94\|-10.00\|120.00\|121.15\|109.94\|72924;2026-07-20\|98.95\|-10.00\|105.21\|108.11\|98.95\|125660;2026-07-21\|102.00\|3.08\|98.95\|103.00\|89.06\|167847;2026-07-22\|100.11\|-1.85\|102.00\|106.96\|99.15\|122209
55382		保壳博弈+保健酒+海南国资行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月9日异常波动公告，公司预计2025年营收3.7亿元、扣除后3.5亿元，高于3亿元退市红线。 2、据2025年三季报及2025年3月25日监管回复，公司聚焦椰岛鹿龟酒、海王酒两大保健酒单品，前三季度酒类收入1.46亿元，同比增15.77%，渠道已扩至新疆、河南、重庆、江苏。 3、据2025年半年报，公司最终控制人为海口市国资委，属海南地方国企。	海南本地股，主营以保健酒类产品为主	2026-03-13\|5.42\|0.18\|5.41\|5.49\|5.38\|34338;2026-03-16\|5.53\|2.03\|5.39\|5.57\|5.39\|38567;2026-03-17\|5.47\|-1.08\|5.52\|5.64\|5.46\|43262;2026-03-18\|5.50\|0.55\|5.52\|5.52\|5.41\|25845;2026-03-19\|5.38\|-2.18\|5.41\|5.46\|5.37\|33896;2026-03-20\|5.12\|-4.83\|5.36\|5.41\|5.11\|72671;2026-03-23\|5.04\|-1.56\|5.10\|5.23\|4.95\|58447;2026-03-24\|5.12\|1.59\|4.96\|5.15\|4.96\|36642;2026-03-25\|5.38\|5.08\|5.00\|5.38\|5.00\|87158;2026-03-26\|5.16\|-4.09\|5.38\|5.47\|5.16\|114210;2026-03-27\|5.08\|-1.55\|5.06\|5.15\|5.06\|56464;2026-03-30\|5.00\|-1.57\|5.05\|5.15\|4.98\|55103;2026-03-31\|4.75\|-5.00\|5.01\|5.05\|4.75\|124066;2026-04-01\|4.74\|-0.21\|4.76\|4.80\|4.51\|149985;2026-04-02\|4.59\|-3.16\|4.67\|4.69\|4.50\|84850;2026-04-03\|4.36\|-5.01\|4.60\|4.62\|4.36\|78856;2026-04-07\|4.14\|-5.05\|4.14\|4.19\|4.14\|47838;2026-04-08\|3.93\|-5.07\|3.93\|3.93\|3.93\|18248;2026-04-09\|3.73\|-5.09\|3.73\|3.73\|3.73\|13738;2026-04-10\|3.92\|5.09\|3.54\|3.92\|3.54\|173465;2026-04-13\|4.12\|5.10\|3.72\|4.12\|3.72\|243768;2026-04-14\|4.33\|5.10\|4.33\|4.33\|4.31\|37008;2026-04-15\|4.55\|5.08\|4.55\|4.55\|4.54\|66806;2026-04-16\|4.60\|1.10\|4.36\|4.78\|4.36\|256662;2026-04-17\|4.67\|1.52\|4.65\|4.78\|4.57\|155714;2026-04-20\|4.73\|1.28\|4.63\|4.85\|4.59\|94391;2026-04-21\|4.74\|0.21\|4.73\|4.75\|4.63\|57287;2026-04-22\|4.69\|-1.05\|4.69\|4.79\|4.68\|52466;2026-04-23\|4.77\|1.71\|4.71\|4.84\|4.64\|64314;2026-04-24\|4.98\|4.40\|4.76\|5.01\|4.75\|99581;2026-04-27\|5.23\|5.02\|4.83\|5.23\|4.83\|142563;2026-04-28\|5.49\|4.97\|5.45\|5.49\|5.40\|47106;2026-04-29\|5.50\|0.18\|5.76\|5.76\|5.22\|235013;2026-04-30\|5.64\|2.55\|5.78\|5.78\|5.56\|244400;2026-05-06\|5.43\|-3.72\|5.44\|5.55\|5.36\|171528;2026-05-07\|5.32\|-2.03\|5.52\|5.54\|5.21\|92219;2026-05-08\|5.30\|-0.38\|5.41\|5.48\|5.27\|82225;2026-05-11\|5.07\|-4.34\|5.30\|5.32\|5.04\|112430;2026-05-12\|5.12\|0.99\|5.08\|5.17\|5.00\|62138;2026-05-13\|5.07\|-0.98\|5.14\|5.17\|4.96\|65561;2026-05-14\|5.32\|4.93\|5.21\|5.32\|5.04\|81644;2026-05-15\|5.16\|-3.01\|5.46\|5.59\|5.10\|125856;2026-05-18\|4.97\|-3.68\|5.11\|5.11\|4.91\|86175;2026-05-19\|5.06\|1.81\|5.00\|5.11\|4.98\|48988;2026-05-20\|5.31\|4.94\|5.06\|5.31\|5.06\|67256;2026-05-21\|5.13\|-3.39\|5.31\|5.31\|5.12\|65306;2026-05-22\|5.27\|2.73\|5.13\|5.31\|5.09\|57858;2026-05-25\|5.29\|0.38\|5.31\|5.35\|5.20\|42670;2026-05-26\|5.12\|-3.21\|5.31\|5.31\|5.09\|59852;2026-05-27\|5.13\|0.20\|5.08\|5.24\|5.05\|50542;2026-05-28\|5.05\|-1.56\|5.14\|5.15\|4.99\|41611;2026-05-29\|4.95\|-1.98\|5.01\|5.15\|4.93\|55898;2026-06-01\|5.20\|5.05\|4.95\|5.20\|4.87\|71390;2026-06-02\|5.14\|-1.15\|5.30\|5.30\|5.09\|44370;2026-06-03\|5.08\|-1.17\|5.08\|5.24\|5.08\|38290;2026-06-04\|5.14\|1.18\|5.03\|5.17\|5.01\|32939;2026-06-05\|5.13\|-0.19\|5.16\|5.22\|5.10\|32683;2026-06-08\|5.05\|-1.56\|5.04\|5.20\|5.01\|33876;2026-06-09\|5.14\|1.78\|5.02\|5.30\|5.02\|57586;2026-06-10\|5.07\|-1.36\|5.07\|5.20\|5.07\|35026;2026-06-11\|4.90\|-3.35\|5.02\|5.06\|4.86\|43984;2026-06-12\|4.91\|0.20\|4.83\|5.02\|4.83\|26055;2026-06-15\|5.01\|2.04\|4.98\|5.05\|4.91\|28080;2026-06-16\|4.97\|-0.80\|5.08\|5.08\|4.95\|24950;2026-06-17\|4.93\|-0.80\|4.97\|4.98\|4.86\|28348;2026-06-18\|4.83\|-2.03\|4.96\|4.96\|4.83\|26408;2026-06-22\|4.72\|-2.28\|4.82\|4.82\|4.59\|62866;2026-06-23\|4.96\|5.08\|4.69\|4.96\|4.68\|63192;2026-06-24\|4.78\|-3.63\|5.03\|5.07\|4.72\|53982;2026-06-25\|4.65\|-2.72\|4.75\|4.76\|4.60\|48668;2026-06-26\|4.54\|-2.37\|4.69\|4.70\|4.51\|40041;2026-06-29\|4.53\|-0.22\|4.54\|4.63\|4.41\|33741;2026-06-30\|4.45\|-1.77\|4.53\|4.54\|4.43\|46506;2026-07-01\|4.47\|0.45\|4.43\|4.57\|4.40\|41764;2026-07-02\|4.58\|2.46\|4.48\|4.65\|4.48\|49480;2026-07-03\|4.81\|5.02\|4.58\|4.81\|4.58\|46629;2026-07-06\|4.83\|0.42\|4.88\|5.04\|4.76\|61846;2026-07-07\|4.60\|-4.76\|4.83\|4.85\|4.55\|40074;2026-07-08\|4.55\|-1.09\|4.59\|4.64\|4.50\|22988;2026-07-09\|4.48\|-1.54\|4.55\|4.58\|4.43\|25441;2026-07-10\|4.57\|2.01\|4.48\|4.57\|4.45\|20386;2026-07-13\|4.32\|-5.47\|4.57\|4.57\|4.29\|35492;2026-07-14\|4.35\|0.69\|4.32\|4.42\|4.29\|14946;2026-07-15\|4.21\|-3.22\|4.38\|4.40\|4.14\|48526;2026-07-16\|4.21\|0.00\|4.21\|4.29\|4.14\|23997;2026-07-17\|4.07\|-3.33\|4.22\|4.28\|4.00\|33959;2026-07-20\|4.11\|0.98\|4.11\|4.38\|4.08\|51999;2026-07-21\|4.04\|-1.70\|4.05\|4.12\|3.93\|47219;2026-07-22\|3.98\|-1.49\|4.06\|4.06\|3.95\|25564
55381		申请摘帽+听花酒增长+转型预期行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月28日公告，公司申请撤销退市风险警示及其他风险警示，正处于补充材料阶段。 2、据2026年5月16日年报，以“听花”系列白酒销售为主的酒水快消品业务2025年实现营业收入12,240.37万元，同比增长163.74%。 3、据2026年5月16日年报，公司主营业务包括以冬虫夏草类产品为主的大健康板块及酒水快消品板块，并计划加大新业务板块开拓力度，打造新的业绩增长点。	冬虫夏草产业化龙头企业	2026-03-13\|2.61\|-5.09\|2.74\|2.74\|2.61\|49727;2026-03-16\|2.74\|4.98\|2.48\|2.74\|2.48\|112470;2026-03-17\|2.88\|5.11\|2.80\|2.88\|2.78\|49535;2026-03-18\|3.02\|4.86\|2.94\|3.02\|2.88\|119977;2026-03-19\|3.17\|4.97\|3.17\|3.17\|3.17\|19312;2026-03-20\|3.33\|5.05\|3.33\|3.33\|3.33\|22163;2026-03-23\|3.16\|-5.11\|3.29\|3.29\|3.16\|30823;2026-03-24\|3.00\|-5.06\|3.00\|3.00\|3.00\|7543;2026-03-25\|3.05\|1.67\|2.85\|3.15\|2.85\|187570;2026-03-26\|2.90\|-4.92\|2.90\|3.10\|2.90\|144397;2026-03-27\|2.86\|-1.38\|2.85\|2.94\|2.81\|75705;2026-03-30\|3.00\|4.90\|2.87\|3.00\|2.85\|73798;2026-03-31\|3.05\|1.67\|3.13\|3.15\|3.01\|123580;2026-04-01\|3.07\|0.66\|3.05\|3.11\|3.05\|57663;2026-04-02\|3.22\|4.89\|3.07\|3.22\|3.07\|131222;2026-04-03\|3.07\|-4.66\|3.20\|3.23\|3.06\|136064;2026-04-07\|2.92\|-4.89\|3.00\|3.05\|2.92\|88853;2026-04-08\|2.77\|-5.14\|2.77\|2.89\|2.77\|160200;2026-04-09\|2.63\|-5.05\|2.70\|2.75\|2.63\|92276;2026-04-10\|2.76\|4.94\|2.65\|2.76\|2.62\|107340;2026-04-13\|2.90\|5.07\|2.81\|2.90\|2.63\|102936;2026-04-14\|3.05\|5.17\|2.96\|3.05\|2.90\|123905;2026-04-15\|2.98\|-2.30\|2.96\|3.19\|2.93\|110610;2026-04-16\|2.93\|-1.68\|2.94\|3.09\|2.91\|97968;2026-04-17\|2.81\|-4.10\|2.78\|2.90\|2.78\|136718;2026-04-20\|2.95\|4.98\|2.94\|2.95\|2.83\|95127;2026-04-21\|3.10\|5.08\|3.04\|3.10\|2.99\|143094;2026-04-22\|3.25\|4.84\|3.07\|3.26\|3.07\|127203;2026-04-23\|3.41\|4.92\|3.21\|3.41\|3.21\|82417;2026-04-24\|3.26\|-4.40\|3.42\|3.56\|3.24\|180332;2026-04-27\|3.10\|-4.91\|3.10\|3.25\|3.10\|182836;2026-04-28\|3.26\|5.16\|3.02\|3.26\|3.02\|127869;2026-04-29\|3.42\|4.91\|3.42\|3.42\|3.42\|31001;2026-04-30\|3.59\|4.97\|3.59\|3.59\|3.59\|10927;2026-05-06\|3.77\|5.01\|3.77\|3.77\|3.77\|19791;2026-05-07\|3.96\|5.04\|3.96\|3.96\|3.96\|8407;2026-05-08\|4.16\|5.05\|4.16\|4.16\|3.93\|273775;2026-05-11\|4.37\|5.05\|4.37\|4.37\|4.36\|59154;2026-05-12\|4.59\|5.03\|4.59\|4.59\|4.59\|8341;2026-05-13\|4.82\|5.01\|4.82\|4.82\|4.82\|4194;2026-05-14\|5.06\|4.98\|5.06\|5.06\|5.06\|17321;2026-05-15\|5.31\|4.94\|5.31\|5.31\|5.00\|454343;2026-05-18\|5.38\|1.32\|5.30\|5.50\|5.04\|294889;2026-05-19\|5.11\|-5.02\|5.29\|5.30\|5.11\|219904;2026-05-20\|4.85\|-5.09\|4.95\|4.98\|4.85\|90176;2026-05-21\|4.77\|-1.65\|4.61\|5.09\|4.61\|224755;2026-05-22\|4.69\|-1.68\|4.65\|4.93\|4.55\|117093;2026-05-25\|4.92\|4.90\|4.76\|4.92\|4.76\|46199;2026-05-26\|5.17\|5.08\|5.13\|5.17\|5.07\|73016;2026-05-27\|5.43\|5.03\|5.28\|5.43\|5.20\|130564;2026-05-28\|5.43\|0.00\|5.50\|5.69\|5.25\|172862;2026-05-29\|5.70\|4.97\|5.27\|5.70\|5.27\|143684;2026-06-01\|5.50\|-3.51\|5.70\|5.90\|5.42\|183353;2026-06-02\|5.39\|-2.00\|5.30\|5.51\|5.25\|109793;2026-06-03\|5.66\|5.01\|5.30\|5.66\|5.27\|91539;2026-06-04\|5.40\|-4.59\|5.67\|5.87\|5.38\|90379;2026-06-05\|5.41\|0.19\|5.35\|5.55\|5.30\|65850;2026-06-08\|5.26\|-2.77\|5.30\|5.42\|5.22\|44906;2026-06-09\|5.52\|4.94\|5.46\|5.52\|5.25\|66202;2026-06-10\|5.51\|-0.18\|5.48\|5.73\|5.46\|72167;2026-06-11\|5.36\|-2.72\|5.41\|5.49\|5.30\|45277;2026-06-12\|5.35\|-0.19\|5.42\|5.50\|5.35\|34986;2026-06-15\|5.24\|-2.06\|5.32\|5.38\|5.18\|57909;2026-06-16\|5.05\|-3.63\|5.24\|5.28\|4.98\|78503;2026-06-17\|4.80\|-4.95\|5.05\|5.05\|4.80\|72317;2026-06-18\|5.04\|5.00\|4.85\|5.04\|4.58\|78928;2026-06-22\|5.29\|4.96\|5.15\|5.29\|5.07\|43395;2026-06-23\|5.43\|2.65\|5.21\|5.55\|5.20\|68867;2026-06-24\|5.44\|0.18\|5.43\|5.59\|5.40\|47155;2026-06-25\|5.18\|-4.78\|5.37\|5.55\|5.17\|68728;2026-06-26\|4.92\|-5.02\|5.16\|5.29\|4.92\|74293;2026-06-29\|5.17\|5.08\|4.78\|5.17\|4.67\|96386;2026-06-30\|5.10\|-1.35\|5.11\|5.30\|5.00\|52491;2026-07-01\|5.22\|2.35\|5.02\|5.34\|4.85\|56912;2026-07-02\|5.18\|-0.77\|5.16\|5.38\|5.05\|59844;2026-07-03\|5.12\|-1.16\|5.23\|5.28\|5.07\|38825;2026-07-06\|4.93\|-3.71\|5.06\|5.16\|4.83\|46880;2026-07-07\|4.72\|-4.26\|4.84\|4.93\|4.71\|41873;2026-07-08\|4.60\|-2.54\|4.75\|4.78\|4.58\|35327;2026-07-09\|4.33\|-5.87\|4.55\|4.55\|4.14\|88780;2026-07-10\|4.39\|1.39\|4.33\|4.57\|4.27\|50388;2026-07-13\|4.44\|1.14\|4.39\|4.65\|4.19\|63666;2026-07-14\|4.33\|-2.48\|4.39\|4.48\|4.32\|41084;2026-07-15\|4.39\|1.39\|4.20\|4.50\|4.18\|60338;2026-07-16\|4.27\|-2.73\|4.27\|4.35\|4.18\|59045;2026-07-17\|4.20\|-1.64\|4.39\|4.39\|4.17\|46443;2026-07-20\|3.78\|-10.00\|4.21\|4.27\|3.78\|80461;2026-07-21\|3.71\|-1.85\|3.70\|3.87\|3.55\|68336;2026-07-22\|3.69\|-0.54\|3.76\|3.95\|3.68\|60333
55380		退市博弈+氢能物流+电商物流行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月10日公告，公司预计2025年度扣除无关收入后营收超3亿元，退市财务指标有望消除，短线资金博弈升温。 2、据2025年8月23日半年报，公司参股广东原锋氢燃料电池研发并控股安阳原尚新能源，布局“物流+氢能”重卡运输。 3、据2025年8月23日半年报，公司与拼多多、顺丰合作切入电商物流，优化收入结构。	公司预计2025年亏损5800万元-6900万元	2026-03-13\|33.77\|-5.01\|33.77\|33.77\|33.77\|2564;2026-03-16\|32.08\|-5.00\|32.08\|32.08\|32.08\|2474;2026-03-17\|30.70\|-4.30\|30.99\|32.51\|30.49\|22287;2026-03-18\|29.17\|-4.98\|30.09\|30.09\|29.17\|3147;2026-03-19\|30.63\|5.01\|29.04\|30.63\|28.60\|13454;2026-03-20\|32.16\|5.00\|32.10\|32.16\|32.09\|2676;2026-03-23\|30.55\|-5.01\|32.16\|32.69\|30.55\|5052;2026-03-24\|29.85\|-2.29\|29.10\|31.27\|29.02\|13244;2026-03-25\|29.15\|-2.35\|30.00\|31.20\|28.88\|7017;2026-03-26\|29.54\|1.34\|29.00\|29.70\|28.36\|8614;2026-03-27\|28.06\|-5.01\|29.00\|29.30\|28.06\|12612;2026-03-30\|26.66\|-4.99\|26.66\|27.28\|26.66\|8127;2026-03-31\|25.33\|-4.99\|25.33\|26.90\|25.33\|14003;2026-04-01\|24.06\|-5.01\|25.20\|25.44\|24.06\|13460;2026-04-02\|22.86\|-4.99\|22.86\|22.86\|22.86\|782;2026-04-03\|21.72\|-4.99\|21.72\|21.72\|21.72\|893;2026-04-07\|22.81\|5.02\|22.50\|22.81\|22.50\|5718;2026-04-08\|23.95\|5.00\|23.95\|23.95\|23.95\|918;2026-04-09\|25.15\|5.01\|25.15\|25.15\|25.15\|2674;2026-04-10\|26.41\|5.01\|26.41\|26.41\|25.86\|14680;2026-04-13\|27.73\|5.00\|27.73\|27.73\|27.50\|5387;2026-04-14\|29.12\|5.01\|29.09\|29.12\|28.98\|5598;2026-04-15\|27.66\|-5.01\|30.56\|30.56\|27.66\|20799;2026-04-16\|28.51\|3.07\|26.53\|28.96\|26.53\|16701;2026-04-17\|27.40\|-3.89\|28.20\|28.59\|27.22\|13040;2026-04-20\|28.77\|5.00\|27.81\|28.77\|27.81\|16101;2026-04-21\|30.21\|5.01\|28.66\|30.21\|28.30\|18443;2026-04-22\|31.72\|5.00\|31.72\|31.72\|31.72\|2338;2026-04-23\|33.31\|5.01\|33.31\|33.31\|33.31\|1308;2026-04-24\|33.32\|0.03\|34.98\|34.98\|32.24\|25735;2026-04-27\|34.99\|5.01\|33.00\|34.99\|32.17\|18786;2026-04-28\|36.74\|5.00\|34.10\|36.74\|34.10\|15827;2026-04-29\|36.50\|-0.65\|37.34\|37.53\|35.21\|17189;2026-04-30\|37.00\|1.37\|35.50\|37.18\|35.10\|11022;2026-05-06\|37.37\|1.00\|36.75\|38.43\|36.75\|8786;2026-05-07\|39.15\|4.76\|36.50\|39.24\|36.50\|12019;2026-05-08\|39.55\|1.02\|39.75\|40.39\|38.20\|12946;2026-05-11\|39.98\|1.09\|39.56\|40.48\|38.96\|5743;2026-05-12\|37.98\|-5.00\|40.40\|40.40\|37.98\|9846;2026-05-13\|36.82\|-3.05\|36.08\|38.50\|36.08\|10263;2026-05-14\|38.66\|5.00\|36.82\|38.66\|36.82\|13694;2026-05-15\|38.70\|0.10\|39.05\|39.48\|38.27\|10098;2026-05-18\|37.20\|-3.88\|38.95\|38.95\|36.96\|7061;2026-05-19\|37.67\|1.26\|37.64\|38.02\|36.98\|3076;2026-05-20\|37.50\|-0.45\|37.67\|37.87\|37.10\|2257;2026-05-21\|37.23\|-0.72\|37.25\|38.41\|37.18\|2885;2026-05-22\|37.49\|0.70\|37.23\|37.69\|36.66\|3750;2026-05-25\|36.48\|-2.69\|37.43\|37.43\|35.62\|6937;2026-05-26\|35.97\|-1.40\|36.90\|36.90\|35.30\|6031;2026-05-27\|36.30\|0.92\|35.02\|36.99\|35.02\|5168;2026-05-28\|37.02\|1.98\|36.58\|37.18\|36.13\|3931;2026-05-29\|35.52\|-4.05\|36.87\|37.86\|35.20\|4584;2026-06-01\|35.00\|-1.46\|36.15\|36.15\|34.84\|3162;2026-06-02\|36.75\|5.00\|35.00\|36.75\|33.55\|5890;2026-06-03\|36.74\|-0.03\|36.97\|37.60\|36.51\|4792;2026-06-04\|35.25\|-4.06\|36.73\|36.73\|35.10\|3948;2026-06-05\|35.25\|0.00\|33.78\|36.50\|33.49\|9603;2026-06-08\|36.82\|4.45\|34.60\|37.01\|34.52\|10961;2026-06-09\|38.26\|3.91\|36.64\|38.50\|36.64\|7432;2026-06-10\|38.19\|-0.18\|38.25\|38.50\|37.40\|3880;2026-06-11\|37.87\|-0.84\|39.10\|39.20\|37.66\|3461;2026-06-12\|35.98\|-4.99\|36.80\|38.30\|35.98\|10960;2026-06-16\|38.78\|7.78\|36.45\|39.20\|36.35\|24553;2026-06-17\|38.25\|-1.37\|39.15\|40.20\|36.81\|15874;2026-06-18\|41.41\|8.26\|38.01\|41.86\|37.00\|28809;2026-06-22\|39.90\|-3.65\|40.96\|42.86\|39.18\|19568;2026-06-23\|40.10\|0.50\|39.80\|40.80\|39.33\|7394;2026-06-24\|38.86\|-3.09\|40.95\|40.95\|38.52\|7473;2026-06-25\|36.69\|-5.58\|38.89\|39.50\|36.50\|9741;2026-06-26\|36.00\|-1.88\|36.86\|36.99\|34.10\|12492;2026-06-29\|35.45\|-1.53\|36.43\|36.43\|34.18\|11839;2026-06-30\|34.60\|-2.40\|35.15\|36.89\|34.32\|11213;2026-07-01\|35.09\|1.42\|35.20\|35.58\|34.12\|9998;2026-07-02\|35.70\|1.74\|35.00\|36.67\|34.36\|11166;2026-07-03\|34.55\|-3.22\|35.77\|36.02\|34.50\|6004;2026-07-06\|32.26\|-6.63\|34.78\|34.78\|31.68\|11001;2026-07-07\|32.53\|0.84\|32.40\|32.89\|31.19\|7768;2026-07-08\|33.11\|1.78\|32.72\|33.80\|32.20\|7316;2026-07-09\|36.42\|10.00\|33.14\|36.42\|32.75\|9636;2026-07-10\|34.99\|-3.93\|38.69\|38.69\|34.41\|15917;2026-07-13\|33.85\|-3.26\|34.75\|34.87\|33.39\|6928;2026-07-14\|33.49\|-1.06\|34.18\|34.54\|32.00\|8098;2026-07-15\|34.62\|3.37\|35.18\|36.15\|34.44\|9628;2026-07-16\|34.00\|-1.79\|34.72\|34.73\|33.76\|5219;2026-07-17\|33.97\|-0.09\|34.20\|34.88\|33.58\|7424;2026-07-20\|30.57\|-10.01\|33.97\|34.12\|30.57\|8755;2026-07-21\|29.01\|-5.10\|30.26\|30.57\|27.52\|12077;2026-07-22\|28.18\|-2.86\|29.02\|29.60\|27.90\|7850
55379	国产超节点引关注	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	英伟达服务器和苹果手机代工龙头	2026-03-13\|52.49\|-0.10\|52.02\|53.17\|52.01\|941798;2026-03-16\|52.70\|0.40\|52.18\|52.74\|51.50\|1010045;2026-03-17\|50.90\|-3.42\|52.99\|53.18\|50.87\|1319376;2026-03-18\|52.06\|2.28\|51.30\|52.14\|50.85\|1174776;2026-03-19\|50.46\|-3.07\|51.00\|51.29\|50.20\|1056018;2026-03-20\|50.30\|-0.32\|50.98\|52.45\|50.21\|1544521;2026-03-23\|47.60\|-5.37\|48.95\|49.09\|47.35\|1370951;2026-03-24\|48.84\|2.60\|48.57\|48.88\|47.49\|1107629;2026-03-25\|50.31\|3.01\|49.39\|51.00\|49.02\|1264703;2026-03-26\|49.74\|-1.13\|50.00\|51.50\|49.57\|1072890;2026-03-27\|49.53\|-0.42\|48.63\|49.90\|48.40\|784645;2026-03-30\|49.27\|-0.52\|48.46\|49.29\|48.33\|662624;2026-03-31\|51.46\|4.44\|49.00\|52.85\|48.53\|2386740;2026-04-01\|53.32\|3.61\|53.00\|53.50\|51.47\|2154300;2026-04-02\|52.00\|-2.48\|52.66\|54.45\|51.75\|1571751;2026-04-03\|52.18\|0.35\|52.60\|53.18\|52.00\|1045401;2026-04-07\|52.58\|0.77\|52.98\|54.00\|52.00\|1205864;2026-04-08\|56.61\|7.66\|54.16\|56.61\|53.38\|2517587;2026-04-09\|55.02\|-2.81\|55.00\|55.81\|54.80\|1553887;2026-04-10\|56.52\|2.73\|55.60\|57.27\|55.33\|1909441;2026-04-13\|55.70\|-1.45\|56.00\|56.55\|55.40\|1357149;2026-04-14\|58.92\|5.78\|56.47\|59.29\|56.13\|2549507;2026-04-15\|57.82\|-1.87\|59.36\|59.97\|57.20\|1973741;2026-04-16\|59.32\|2.59\|57.99\|59.99\|57.40\|1805236;2026-04-17\|60.97\|2.78\|59.60\|61.20\|58.98\|1878179;2026-04-20\|61.51\|0.89\|61.89\|63.33\|61.01\|2131508;2026-04-21\|61.41\|-0.16\|60.97\|61.50\|59.87\|1392037;2026-04-22\|66.89\|8.92\|61.19\|67.55\|61.03\|3160832;2026-04-23\|67.92\|1.54\|66.98\|69.10\|66.66\|2777453;2026-04-24\|65.01\|-4.28\|66.57\|67.21\|63.67\|2646640;2026-04-27\|67.25\|3.45\|66.01\|68.00\|65.38\|2358367;2026-04-28\|68.20\|1.41\|67.25\|68.99\|66.92\|2371396;2026-04-29\|66.26\|-2.84\|67.77\|67.77\|64.00\|2823039;2026-04-30\|62.88\|-5.10\|65.90\|66.20\|62.71\|2924075;2026-05-06\|63.08\|0.32\|63.28\|63.88\|61.74\|2652838;2026-05-07\|64.18\|1.74\|64.09\|64.59\|63.00\|2103300;2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|63.08\|-4.81\|65.30\|66.16\|62.50\|1264134;2026-07-14\|65.60\|3.99\|62.90\|65.75\|62.08\|1422285;2026-07-15\|63.62\|-3.02\|65.88\|65.99\|63.50\|917560;2026-07-16\|63.02\|-0.94\|62.35\|64.94\|61.46\|982867;2026-07-17\|57.59\|-8.62\|62.02\|62.44\|56.82\|1549042;2026-07-20\|56.50\|-1.89\|58.88\|59.69\|55.04\|1477885;2026-07-21\|60.98\|7.93\|57.50\|61.90\|55.31\|1856786;2026-07-22\|60.71\|-0.44\|60.26\|62.98\|59.88\|1586872
55378	国产超节点引关注	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
55377	国产超节点引关注	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
55376	国产超节点引关注	算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司	2026-03-13\|9.00\|-3.23\|9.32\|9.34\|8.97\|517046;2026-03-16\|8.85\|-1.67\|9.02\|9.10\|8.73\|462132;2026-03-17\|8.79\|-0.68\|8.88\|9.08\|8.78\|329898;2026-03-18\|8.76\|-0.34\|8.80\|8.84\|8.60\|319712;2026-03-19\|8.69\|-0.80\|8.68\|8.79\|8.52\|380413;2026-03-20\|8.44\|-2.88\|8.76\|8.87\|8.40\|401226;2026-03-23\|8.28\|-1.90\|8.25\|8.55\|8.16\|452797;2026-03-24\|8.63\|4.23\|8.39\|8.64\|8.25\|350298;2026-03-25\|9.00\|4.29\|8.71\|9.44\|8.71\|770411;2026-03-26\|8.95\|-0.56\|8.98\|9.17\|8.88\|429351;2026-03-27\|9.01\|0.67\|8.90\|9.12\|8.81\|446620;2026-03-30\|8.74\|-3.00\|8.91\|9.05\|8.70\|418461;2026-03-31\|8.51\|-2.63\|8.74\|9.20\|8.50\|615891;2026-04-01\|9.12\|7.17\|8.98\|9.36\|8.76\|2004974;2026-04-02\|9.31\|2.08\|9.03\|9.70\|9.01\|1405157;2026-04-03\|9.01\|-3.22\|9.26\|9.44\|8.85\|805053;2026-04-07\|9.19\|2.00\|9.11\|9.35\|8.88\|860695;2026-04-08\|9.37\|1.96\|9.45\|9.49\|9.06\|1040862;2026-04-09\|9.50\|1.39\|9.37\|9.74\|9.22\|737384;2026-04-10\|10.24\|7.79\|9.70\|10.45\|9.52\|2212262;2026-04-13\|10.63\|3.81\|10.45\|10.88\|10.23\|1790812;2026-04-14\|11.69\|9.97\|11.54\|11.69\|11.20\|2665083;2026-04-15\|11.88\|1.63\|12.18\|12.28\|11.44\|2862101;2026-04-16\|13.07\|10.02\|12.34\|13.07\|12.15\|1543648;2026-04-17\|14.00\|7.12\|14.01\|14.30\|13.31\|3539556;2026-04-20\|14.10\|0.71\|14.19\|14.58\|13.47\|2720602;2026-04-21\|13.45\|-4.61\|13.61\|13.71\|12.95\|2097957;2026-04-22\|13.65\|1.49\|13.21\|13.87\|12.30\|3130161;2026-04-23\|13.73\|0.59\|13.60\|14.10\|12.88\|2235601;2026-04-24\|12.95\|-5.68\|13.26\|13.40\|12.36\|2559783;2026-04-27\|12.89\|-0.46\|12.48\|13.05\|12.48\|1508955;2026-04-28\|14.18\|10.01\|13.00\|14.18\|12.90\|1978531;2026-04-29\|14.11\|-0.49\|13.70\|14.81\|13.40\|2961044;2026-04-30\|13.57\|-3.83\|14.23\|14.34\|13.35\|2062042;2026-05-06\|14.93\|10.02\|14.30\|14.93\|13.85\|2910878;2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926;2026-07-13\|8.23\|-8.04\|9.00\|9.06\|8.14\|904466;2026-07-14\|8.26\|0.36\|8.30\|8.48\|7.96\|656916;2026-07-15\|8.08\|-2.18\|8.30\|8.48\|7.97\|648416;2026-07-16\|8.04\|-0.49\|8.00\|8.44\|7.97\|741664;2026-07-17\|7.32\|-8.96\|8.04\|8.04\|7.25\|900300;2026-07-20\|7.04\|-3.83\|7.46\|7.65\|6.88\|1025106;2026-07-21\|7.27\|3.27\|7.13\|7.31\|6.51\|1098954;2026-07-22\|7.10\|-2.34\|7.19\|7.42\|7.05\|653287
55375	国产超节点引关注	数据中心冷却+控制权变更+浙江国资 1、据2026年4月4日公告，公司控股股东浙商资产已签署股份转让协议，向桐乡市润桐控股有限公司转让29.99%股份，向嘉兴国投转让7.12%股份，该事项可能导致公司控制权发生变更。 2、据2025年8月15日互动易，公司EC风机产品可以应用于数据中心冷却设备，与国内多家精密空调制造企业有合作。 3、据2025年8月23日半年报，亿利达品牌在国内中央空调风机行业龙头地位继续得到巩固。	公司的产品可以应用数据中心冷却系统，风机产品已经在华为、阿里、腾讯、移动等企业的数据中心中配套应用	2026-03-13\|7.03\|0.14\|7.00\|7.10\|6.97\|78581;2026-03-16\|7.16\|1.85\|7.03\|7.17\|6.99\|118850;2026-03-17\|7.00\|-2.23\|7.19\|7.26\|6.99\|93106;2026-03-18\|7.35\|5.00\|7.03\|7.49\|6.99\|378918;2026-03-19\|7.19\|-2.18\|7.26\|7.38\|7.15\|208273;2026-03-20\|6.98\|-2.92\|7.28\|7.37\|6.98\|190526;2026-03-23\|6.56\|-6.02\|6.76\|7.00\|6.49\|211230;2026-03-24\|6.89\|5.03\|6.70\|6.90\|6.49\|161679;2026-03-25\|7.12\|3.34\|6.88\|7.16\|6.85\|136359;2026-03-26\|7.06\|-0.84\|7.11\|7.29\|7.03\|122656;2026-03-27\|7.17\|1.56\|7.06\|7.22\|7.02\|121429;2026-03-30\|7.89\|10.04\|7.32\|7.89\|7.32\|345633;2026-04-07\|7.48\|-5.20\|7.88\|7.88\|7.10\|847049;2026-04-08\|7.62\|1.87\|7.59\|7.73\|7.34\|613690;2026-04-09\|7.37\|-3.28\|7.50\|7.57\|7.23\|369410;2026-04-10\|7.07\|-4.07\|7.42\|7.48\|7.03\|374798;2026-04-13\|6.89\|-2.55\|6.98\|7.03\|6.82\|272141;2026-04-14\|7.58\|10.01\|6.90\|7.58\|6.83\|373449;2026-04-15\|7.37\|-2.77\|7.65\|7.70\|7.36\|554497;2026-04-16\|7.59\|2.99\|7.39\|7.63\|7.32\|461529;2026-04-17\|7.70\|1.45\|7.69\|7.91\|7.60\|484615;2026-04-20\|8.47\|10.00\|7.75\|8.47\|7.71\|385698;2026-04-21\|8.10\|-4.37\|8.38\|8.38\|8.01\|701488;2026-04-22\|7.99\|-1.36\|8.09\|8.12\|7.89\|397382;2026-04-23\|7.77\|-2.75\|8.02\|8.02\|7.72\|298506;2026-04-24\|7.60\|-2.19\|7.51\|7.72\|7.19\|416271;2026-04-27\|7.69\|1.18\|7.57\|7.70\|7.37\|305386;2026-04-28\|7.57\|-1.56\|7.56\|7.95\|7.49\|326590;2026-04-29\|7.54\|-0.40\|7.50\|7.75\|7.45\|250960;2026-04-30\|7.42\|-1.59\|7.51\|7.68\|7.39\|213881;2026-05-06\|7.67\|3.37\|7.39\|7.68\|7.25\|237154;2026-05-07\|7.78\|1.43\|7.66\|7.82\|7.55\|271171;2026-05-08\|7.89\|1.41\|7.78\|7.98\|7.62\|346647;2026-05-11\|7.97\|1.01\|7.94\|8.07\|7.77\|277974;2026-05-12\|7.84\|-1.63\|7.94\|7.96\|7.78\|233571;2026-05-13\|8.14\|3.83\|7.80\|8.25\|7.72\|391989;2026-05-14\|7.91\|-2.83\|8.11\|8.12\|7.88\|243182;2026-05-15\|7.83\|-1.01\|7.91\|8.04\|7.72\|256417;2026-05-18\|7.68\|-1.92\|7.85\|7.87\|7.57\|201684;2026-05-19\|7.64\|-0.52\|7.73\|7.78\|7.50\|169707;2026-05-20\|7.37\|-3.53\|7.64\|7.64\|7.32\|192199;2026-05-21\|6.88\|-6.65\|7.37\|7.55\|6.84\|294070;2026-05-22\|7.15\|3.92\|6.93\|7.20\|6.80\|191114;2026-05-25\|7.02\|-1.82\|7.19\|7.22\|6.94\|150085;2026-05-26\|6.80\|-3.13\|6.96\|6.97\|6.66\|144235;2026-05-27\|6.60\|-2.94\|6.79\|6.85\|6.52\|127185;2026-05-28\|6.72\|1.82\|6.60\|6.78\|6.54\|105677;2026-05-29\|6.33\|-5.80\|6.70\|6.75\|6.30\|152257;2026-06-01\|6.50\|2.69\|6.33\|6.54\|6.30\|119920;2026-06-02\|6.32\|-2.77\|6.51\|6.52\|6.20\|104580;2026-06-03\|6.32\|0.00\|6.32\|6.36\|6.24\|82416;2026-06-04\|6.16\|-2.53\|6.30\|6.40\|6.10\|109266;2026-06-05\|6.20\|0.65\|6.16\|6.28\|6.05\|97135;2026-06-08\|6.02\|-2.90\|6.09\|6.26\|5.95\|105962;2026-06-09\|6.15\|2.16\|6.09\|6.16\|5.97\|74701;2026-06-10\|5.92\|-3.74\|6.12\|6.12\|5.81\|99674;2026-06-11\|5.86\|-1.01\|5.87\|5.92\|5.73\|82780;2026-06-12\|5.90\|0.68\|5.88\|5.98\|5.81\|74766;2026-06-15\|5.95\|0.85\|5.94\|6.03\|5.88\|75521;2026-06-16\|5.96\|0.17\|5.91\|5.98\|5.76\|104105;2026-06-17\|5.75\|-3.52\|5.96\|5.96\|5.72\|91682;2026-06-18\|5.66\|-1.57\|5.72\|5.75\|5.58\|84809;2026-06-22\|5.65\|-0.18\|5.60\|5.67\|5.38\|124359;2026-06-23\|5.73\|1.42\|5.63\|5.87\|5.60\|89316;2026-06-24\|5.49\|-4.19\|5.73\|5.73\|5.45\|92112;2026-06-25\|5.28\|-3.83\|5.49\|5.50\|5.24\|130607;2026-06-26\|5.15\|-2.46\|5.28\|5.29\|5.06\|121016;2026-06-29\|5.12\|-0.58\|5.14\|5.19\|4.93\|127435;2026-06-30\|5.15\|0.59\|5.08\|5.20\|5.04\|92160;2026-07-01\|5.20\|0.97\|5.15\|5.30\|5.12\|108032;2026-07-02\|5.28\|1.54\|5.20\|5.54\|5.15\|158282;2026-07-03\|5.48\|3.79\|5.37\|5.55\|5.28\|151176;2026-07-06\|5.43\|-0.91\|5.50\|5.53\|5.39\|102345;2026-07-07\|5.29\|-2.58\|5.41\|5.44\|5.19\|88946;2026-07-08\|5.47\|3.40\|5.27\|5.53\|5.19\|124630;2026-07-09\|5.33\|-2.56\|5.46\|5.52\|5.16\|115749;2026-07-10\|5.32\|0.19\|5.26\|5.47\|5.26\|86590;2026-07-13\|5.50\|3.38\|5.31\|5.75\|5.26\|201107;2026-07-14\|5.50\|0.00\|5.49\|5.67\|5.32\|141553;2026-07-15\|5.40\|-1.82\|5.40\|5.57\|5.35\|112908;2026-07-16\|5.64\|4.44\|5.40\|5.75\|5.30\|173888;2026-07-17\|5.46\|-3.19\|5.59\|5.74\|5.43\|109246;2026-07-20\|5.20\|-4.76\|5.54\|5.57\|5.13\|135569;2026-07-21\|5.25\|0.96\|5.20\|5.28\|4.94\|130070;2026-07-22\|5.13\|-2.29\|5.20\|5.26\|5.10\|94300
55374	国产超节点引关注	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司AI算力租赁业务部署在上海市松江区的腾讯长三角人工智能超算中心等，公司目前对外出租AI算力规模已达10000P以上，其中约4000P是以自有算力出租，其余是转租算力出租	2026-03-13\|61.70\|-3.92\|62.30\|64.38\|61.45\|322508;2026-03-16\|61.43\|-0.44\|61.93\|62.50\|59.75\|227745;2026-03-17\|58.14\|-5.36\|62.81\|62.83\|58.14\|232046;2026-03-18\|61.88\|6.43\|58.49\|62.22\|56.60\|257557;2026-03-19\|68.07\|10.00\|61.53\|68.07\|60.52\|334858;2026-03-20\|61.26\|-10.00\|69.50\|71.88\|61.26\|443877;2026-03-23\|57.55\|-6.06\|58.71\|61.90\|57.11\|341878;2026-03-24\|56.98\|-0.99\|58.70\|58.90\|55.17\|254374;2026-03-25\|62.68\|10.00\|57.63\|62.68\|57.63\|153890;2026-03-26\|66.05\|5.38\|63.31\|68.29\|63.00\|403797;2026-03-27\|64.48\|-2.38\|65.20\|66.24\|63.32\|256484;2026-03-30\|64.37\|-0.17\|64.45\|66.90\|63.19\|234409;2026-03-31\|64.24\|-0.20\|64.37\|66.05\|61.91\|261819;2026-04-01\|65.87\|2.54\|65.32\|70.00\|63.00\|435465;2026-04-02\|60.26\|-8.52\|63.50\|64.20\|59.61\|313626;2026-04-03\|59.42\|-1.39\|61.51\|62.43\|58.45\|198566;2026-04-07\|64.00\|7.71\|59.50\|65.36\|59.50\|383109;2026-04-08\|70.40\|10.00\|66.66\|70.40\|65.62\|288787;2026-04-09\|74.62\|5.99\|71.42\|76.99\|71.42\|431524;2026-04-10\|72.68\|-2.60\|74.00\|75.81\|72.00\|279423;2026-04-13\|72.68\|0.00\|73.98\|79.95\|70.71\|526715;2026-04-14\|79.95\|10.00\|78.00\|79.95\|74.00\|320240;2026-04-15\|87.95\|10.01\|81.55\|87.95\|79.95\|442209;2026-04-16\|95.85\|8.98\|87.95\|96.75\|87.95\|555692;2026-04-17\|105.44\|10.01\|96.61\|105.44\|96.61\|372403;2026-04-20\|107.28\|1.75\|108.00\|109.97\|104.00\|544925;2026-04-21\|101.19\|-5.68\|104.00\|106.00\|99.35\|371605;2026-04-22\|108.20\|6.93\|101.30\|110.18\|99.02\|491017;2026-04-23\|116.48\|7.65\|108.00\|119.02\|107.91\|442525;2026-04-24\|109.42\|-6.06\|111.68\|116.10\|105.00\|438185;2026-04-27\|108.50\|-0.84\|107.11\|111.99\|105.00\|359856;2026-04-28\|119.35\|10.00\|119.35\|119.35\|119.35\|62575;2026-04-29\|131.29\|10.00\|130.99\|131.29\|128.11\|144191;2026-04-30\|144.41\|9.99\|142.32\|144.42\|136.72\|447055;2026-05-06\|158.85\|10.00\|149.95\|158.85\|144.11\|334172;2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258
55373	国产超节点引关注	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%。	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	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
55372	国产超节点引关注	算力租赁+彩票印刷行业原因：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8日2025年年度报告，公司AI算力业务2025年规模化落地，营收翻倍，成为核心增长极，并计划2026年继续加码区域算力枢纽建设。 2、据2026年4月8日2025年年度报告，公司稳居国内彩票印刷行业龙头，传统票证业务筑牢盈利基本盘，与福彩、体彩保持核心定点合作。 3、据2026年4月29日投资者关系活动记录表，公司2025年亏损主要因一次性投入及非现金损失，2026年将聚焦“AI算力+安全印务”双轮驱动，推动高质量转型。	1、全资子公司英博数科是北京·AI创新赋能中心的唯一指定运营方，公司与英伟达在包括智算中心、通用技术创新赋能公共服务平台、AI创新孵化加速器等十大领域进行合作； 2、当地时间3月7日，OpenClaw 创始人在平台X上分享龙虾基准测试排行榜。MiniMax M2.1，成功率93.6%，位居第二；公司全资子公司英博数科近期与AI多模态大模型公司MiniMax达成协议，英博数科为MiniMax提供一定规模的英伟达智算服务器所有的算力和资源以及配套软件、应用以及技术服务	2026-03-13\|16.83\|-5.66\|17.64\|17.68\|16.81\|492414;2026-03-16\|17.28\|2.67\|16.97\|17.59\|16.50\|512841;2026-03-17\|16.80\|-2.78\|17.48\|17.48\|16.75\|370269;2026-03-18\|17.64\|5.00\|17.00\|17.65\|16.81\|602935;2026-03-19\|17.89\|1.42\|17.21\|18.46\|17.21\|801038;2026-03-20\|17.22\|-3.75\|17.98\|18.20\|17.18\|515060;2026-03-23\|16.46\|-4.41\|16.81\|17.27\|16.26\|503691;2026-03-24\|17.57\|6.74\|16.69\|17.76\|15.55\|839254;2026-03-25\|18.62\|5.98\|17.81\|19.30\|17.81\|972829;2026-03-26\|18.22\|-2.15\|18.62\|18.98\|18.15\|675204;2026-03-27\|18.09\|-0.71\|18.11\|18.32\|17.82\|522421;2026-03-30\|18.35\|1.44\|17.90\|18.60\|17.30\|624333;2026-03-31\|17.84\|-2.78\|18.16\|18.43\|17.84\|416570;2026-04-01\|18.37\|2.97\|18.27\|18.98\|18.12\|632133;2026-04-02\|17.32\|-5.72\|18.30\|18.35\|17.20\|518484;2026-04-03\|17.99\|3.87\|17.56\|18.65\|17.11\|788875;2026-04-07\|17.83\|-0.89\|17.90\|18.17\|17.50\|498235;2026-04-08\|18.81\|5.50\|18.21\|18.84\|18.12\|796093;2026-04-09\|18.33\|-2.55\|18.48\|18.75\|18.24\|490415;2026-04-10\|17.66\|-3.66\|18.51\|18.60\|17.63\|689562;2026-04-13\|17.91\|1.42\|17.30\|18.48\|17.30\|579035;2026-04-14\|19.70\|9.99\|18.58\|19.70\|18.46\|445830;2026-04-15\|19.12\|-2.94\|19.70\|19.85\|19.00\|1168542;2026-04-16\|19.90\|4.08\|19.12\|20.18\|19.12\|1179211;2026-04-17\|19.68\|-1.11\|19.99\|20.15\|19.56\|853508;2026-04-20\|19.38\|-1.52\|19.69\|19.93\|19.25\|702506;2026-04-21\|18.94\|-2.27\|19.32\|19.36\|18.50\|593983;2026-04-22\|19.23\|1.53\|18.89\|19.25\|18.54\|698843;2026-04-23\|18.76\|-2.44\|19.00\|19.31\|18.62\|538889;2026-04-24\|16.88\|-10.02\|16.88\|17.32\|16.88\|564256;2026-04-27\|16.58\|-1.78\|16.41\|16.72\|15.57\|733009;2026-04-28\|16.28\|-1.81\|16.59\|16.76\|16.16\|391861;2026-04-29\|16.09\|-1.17\|16.05\|16.38\|16.00\|413265;2026-04-30\|16.39\|1.86\|16.10\|16.67\|15.94\|479193;2026-05-06\|18.03\|10.01\|16.81\|18.03\|16.78\|725787;2026-05-07\|18.34\|1.72\|18.00\|18.50\|17.80\|822132;2026-05-08\|18.50\|0.87\|18.25\|18.75\|18.10\|528589;2026-05-11\|18.16\|-1.84\|18.62\|18.75\|18.06\|508299;2026-05-12\|17.40\|-4.18\|18.08\|18.08\|17.28\|494466;2026-05-13\|18.62\|7.01\|17.40\|19.14\|17.11\|1095171;2026-05-14\|18.02\|-3.22\|18.97\|19.00\|17.89\|831632;2026-05-15\|18.10\|0.44\|18.57\|19.16\|17.87\|826564;2026-05-18\|17.16\|-5.19\|18.47\|18.69\|16.88\|920532;2026-05-19\|16.70\|-2.68\|16.45\|16.98\|15.83\|686063;2026-05-20\|16.39\|-1.86\|16.51\|17.25\|16.20\|608555;2026-05-21\|15.41\|-5.98\|16.50\|16.70\|15.38\|692686;2026-05-22\|15.31\|-0.65\|15.60\|15.65\|14.94\|453827;2026-05-25\|14.85\|-3.00\|15.52\|15.59\|14.71\|475314;2026-05-26\|13.92\|-6.26\|14.58\|14.66\|13.62\|550915;2026-05-27\|13.32\|-4.31\|13.80\|13.89\|13.23\|416172;2026-05-28\|13.69\|2.78\|13.32\|13.77\|13.32\|347221;2026-05-29\|13.01\|-4.97\|13.75\|13.80\|12.99\|358707;2026-06-01\|14.31\|9.99\|13.26\|14.31\|13.26\|452431;2026-06-02\|14.00\|-2.17\|14.40\|14.65\|13.60\|576236;2026-06-03\|14.25\|1.79\|13.95\|14.50\|13.73\|458806;2026-06-04\|13.73\|-3.65\|13.98\|13.99\|13.60\|339922;2026-06-05\|14.10\|2.69\|13.60\|14.30\|13.41\|415661;2026-06-08\|14.74\|4.54\|13.50\|15.08\|13.46\|592506;2026-06-09\|14.59\|-1.02\|14.71\|14.80\|14.35\|374571;2026-06-10\|14.85\|1.78\|14.70\|15.19\|14.51\|469291;2026-06-11\|13.59\|-8.48\|14.60\|14.60\|13.58\|450158;2026-06-12\|13.30\|-2.13\|13.73\|13.86\|13.21\|345216;2026-06-15\|13.46\|1.20\|13.30\|13.54\|13.27\|255383;2026-06-16\|12.91\|-4.09\|13.40\|13.42\|12.75\|425653;2026-06-17\|12.11\|-6.20\|12.85\|12.88\|12.05\|491546;2026-06-18\|12.45\|2.81\|12.57\|12.80\|12.25\|399681;2026-06-22\|11.88\|-4.58\|12.36\|12.39\|11.45\|484584;2026-06-23\|11.49\|-3.28\|11.80\|11.99\|11.48\|295301;2026-06-24\|11.20\|-2.52\|11.46\|11.48\|10.91\|324608;2026-06-25\|10.78\|-3.75\|11.18\|11.38\|10.73\|340975;2026-06-26\|10.14\|-5.94\|10.70\|10.74\|10.13\|358231;2026-06-29\|10.09\|-0.49\|10.27\|10.55\|9.91\|274401;2026-06-30\|10.32\|2.28\|10.20\|10.44\|9.81\|314688;2026-07-01\|10.72\|3.88\|10.38\|10.97\|10.37\|351529;2026-07-02\|10.30\|-3.92\|10.55\|10.84\|10.28\|291756;2026-07-03\|10.38\|0.78\|10.38\|10.60\|10.32\|210641;2026-07-06\|9.97\|-3.95\|10.46\|10.49\|9.96\|233004;2026-07-07\|9.47\|-5.01\|9.96\|10.00\|9.41\|254402;2026-07-08\|9.71\|2.53\|9.49\|9.88\|9.35\|296825;2026-07-09\|9.73\|0.21\|9.78\|9.85\|9.37\|238487;2026-07-10\|10.02\|2.98\|9.66\|10.34\|9.48\|336614;2026-07-13\|9.43\|-5.89\|10.02\|10.24\|9.37\|276963;2026-07-14\|9.44\|0.11\|9.36\|9.54\|9.01\|240636;2026-07-15\|9.44\|0.00\|9.45\|9.63\|9.25\|220274;2026-07-16\|9.73\|3.07\|9.35\|9.97\|9.24\|285169;2026-07-17\|9.10\|-6.47\|9.61\|9.83\|9.00\|282417;2026-07-20\|9.09\|-0.11\|9.22\|9.58\|8.90\|265199;2026-07-21\|9.30\|2.31\|9.11\|9.32\|8.56\|287010;2026-07-22\|9.39\|0.97\|9.29\|9.59\|9.18\|272301
55371	国产超节点引关注	电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-03-13\|29.70\|-4.87\|30.95\|31.15\|29.22\|193434;2026-03-16\|29.33\|-1.25\|29.77\|29.95\|28.52\|136284;2026-03-17\|27.16\|-7.40\|29.50\|29.65\|27.03\|202647;2026-03-18\|27.49\|1.22\|27.21\|27.70\|26.96\|136021;2026-03-19\|26.16\|-4.84\|27.00\|27.20\|26.00\|153219;2026-03-20\|25.14\|-3.90\|26.31\|26.65\|25.11\|144194;2026-03-23\|23.62\|-6.05\|24.47\|25.05\|23.40\|155803;2026-03-24\|24.28\|2.79\|24.12\|24.29\|23.48\|111835;2026-03-25\|24.54\|1.07\|24.55\|25.09\|24.32\|121759;2026-03-26\|24.63\|0.37\|24.39\|25.36\|24.23\|183829;2026-03-27\|24.68\|0.20\|24.18\|25.28\|23.96\|118833;2026-03-30\|24.51\|-0.69\|24.20\|24.93\|24.00\|97065;2026-03-31\|23.58\|-3.79\|24.52\|24.65\|23.58\|112460;2026-04-01\|24.20\|2.63\|24.09\|24.36\|23.97\|90793;2026-04-02\|23.29\|-3.76\|24.00\|24.31\|23.03\|104675;2026-04-03\|22.89\|-1.72\|23.65\|23.65\|22.72\|81960;2026-04-07\|22.99\|0.44\|22.98\|23.28\|22.81\|66988;2026-04-08\|24.48\|6.48\|23.78\|24.50\|23.68\|128761;2026-04-09\|24.53\|0.20\|24.15\|24.83\|24.03\|105396;2026-04-10\|24.81\|1.14\|24.80\|25.15\|24.60\|119460;2026-04-13\|24.59\|-0.89\|24.45\|24.78\|24.37\|85758;2026-04-14\|27.05\|10.00\|26.90\|27.05\|26.90\|89930;2026-04-15\|26.06\|-3.66\|28.39\|28.39\|25.77\|378761;2026-04-16\|26.30\|0.92\|26.06\|26.40\|25.68\|215274;2026-04-17\|26.64\|1.29\|26.27\|26.66\|25.90\|198521;2026-04-20\|29.30\|9.98\|26.71\|29.30\|26.65\|347627;2026-04-21\|29.45\|0.51\|29.30\|29.80\|28.72\|359631;2026-04-22\|30.43\|3.33\|29.46\|30.66\|28.99\|291179;2026-04-23\|31.08\|2.14\|30.50\|33.05\|30.35\|395372;2026-04-24\|30.92\|-0.51\|31.28\|31.57\|30.15\|236935;2026-04-27\|30.18\|-2.39\|31.00\|31.66\|30.18\|233299;2026-04-28\|30.07\|-0.36\|29.95\|30.85\|29.03\|194013;2026-04-29\|30.65\|1.93\|30.28\|31.76\|29.85\|271854;2026-04-30\|31.26\|1.99\|31.21\|32.00\|30.77\|237427;2026-05-06\|33.53\|7.26\|31.16\|33.93\|31.16\|315342;2026-05-07\|36.88\|9.99\|34.09\|36.88\|33.80\|377109;2026-05-08\|37.15\|0.73\|37.02\|38.18\|35.80\|529340;2026-05-11\|39.23\|5.60\|37.52\|40.87\|36.80\|411782;2026-05-12\|38.67\|-1.43\|38.36\|39.52\|37.90\|250331;2026-05-13\|42.54\|10.01\|38.27\|42.54\|37.82\|150734;2026-05-14\|44.76\|5.22\|45.94\|46.33\|43.42\|460077;2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644;2026-07-13\|30.75\|-9.74\|33.99\|34.86\|30.68\|177775;2026-07-14\|31.25\|1.63\|31.01\|32.19\|29.77\|139044;2026-07-15\|29.73\|-4.86\|32.02\|32.48\|29.50\|131401;2026-07-16\|28.45\|-4.31\|29.28\|30.04\|28.04\|128146;2026-07-17\|26.16\|-8.05\|28.20\|28.80\|25.72\|149783;2026-07-20\|23.54\|-10.02\|26.68\|27.00\|23.54\|157243;2026-07-21\|25.27\|7.35\|23.96\|25.47\|21.19\|229025;2026-07-22\|25.57\|1.19\|25.94\|26.65\|25.00\|202711
55370	国产超节点引关注	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、全资子公司海南博创云天经营范围包含算力销售，公司表示并已基于RCS技术将产品应用于金融领域； 2、公司申请名称一种通过插片式安装的光通信无源器件专利	2026-03-13\|3.46\|-1.14\|3.51\|3.53\|3.44\|163052;2026-03-16\|3.45\|-0.29\|3.44\|3.50\|3.43\|122050;2026-03-17\|3.38\|-2.03\|3.47\|3.50\|3.36\|162015;2026-03-18\|3.42\|1.18\|3.38\|3.43\|3.35\|149222;2026-03-19\|3.34\|-2.34\|3.40\|3.42\|3.33\|162296;2026-03-20\|3.24\|-2.99\|3.34\|3.39\|3.23\|166665;2026-03-23\|3.04\|-6.17\|3.20\|3.21\|3.02\|262679;2026-03-24\|3.22\|5.92\|3.12\|3.24\|3.08\|244793;2026-03-25\|3.54\|9.94\|3.47\|3.54\|3.47\|234202;2026-03-26\|3.38\|-4.52\|3.51\|3.51\|3.31\|747711;2026-03-27\|3.41\|0.89\|3.27\|3.53\|3.26\|581305;2026-03-30\|3.48\|2.05\|3.35\|3.49\|3.32\|406186;2026-03-31\|3.36\|-3.45\|3.48\|3.53\|3.35\|273709;2026-04-01\|3.40\|1.19\|3.49\|3.50\|3.37\|265627;2026-04-02\|3.30\|-2.94\|3.39\|3.42\|3.28\|213699;2026-04-03\|3.20\|-3.03\|3.32\|3.36\|3.18\|168746;2026-04-07\|3.26\|1.88\|3.19\|3.28\|3.17\|153763;2026-04-08\|3.59\|10.12\|3.35\|3.59\|3.33\|306138;2026-04-09\|3.95\|10.03\|3.66\|3.95\|3.54\|1186611;2026-04-10\|4.35\|10.13\|4.35\|4.35\|4.10\|1790469;2026-04-13\|3.92\|-9.89\|4.28\|4.35\|3.92\|2171211;2026-04-14\|4.31\|9.95\|3.89\|4.31\|3.89\|1261655;2026-04-15\|4.74\|9.98\|4.32\|4.74\|4.03\|3184177;2026-04-16\|5.00\|5.49\|4.57\|5.21\|4.38\|3382775;2026-04-17\|5.29\|5.80\|4.85\|5.44\|4.81\|2756539;2026-04-20\|5.14\|-2.84\|5.42\|5.45\|5.03\|2555625;2026-04-21\|4.66\|-9.34\|4.76\|5.00\|4.63\|2135091;2026-04-22\|4.62\|-0.86\|4.45\|4.85\|4.42\|1633584;2026-04-23\|4.35\|-5.84\|4.58\|4.79\|4.26\|1779492;2026-04-24\|4.79\|10.11\|4.35\|4.79\|4.25\|2455425;2026-04-27\|4.46\|-6.89\|4.70\|4.75\|4.32\|2338465;2026-04-28\|4.91\|10.09\|4.46\|4.91\|4.45\|2483285;2026-04-29\|4.81\|-2.04\|4.82\|4.98\|4.71\|2379857;2026-04-30\|4.42\|-8.11\|4.69\|4.75\|4.37\|1754456;2026-05-06\|4.86\|9.95\|4.50\|4.86\|4.50\|1155626;2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245;2026-07-20\|3.45\|9.87\|3.22\|3.45\|3.22\|424396;2026-07-21\|3.80\|10.14\|3.53\|3.80\|3.46\|698662;2026-07-22\|3.99\|5.00\|4.16\|4.16\|3.78\|1912631
55369	国产超节点引关注	算力+液冷储能+电池+山东国资行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月18日投资者活动记录表，公司近期成功中标上海数据港2026年度蓄电池集中采购项目，中标金额3256.15万元。 2、据2026年5月15日投资者活动记录表，2025年度公司数据与算力中心业务实现营业收入7.93亿元，同比增长111.97%；据2026年5月27日互动易，公司产品已服务于国内头部互联网企业及主流数据中心托管服务商。 3、据2026年5月18日投资者活动记录表，公司推出全浸没液冷储能系统产品，具备10C放电能力，目前已中标项目，正处于市场化推广与应用落地推进阶段。 4、公司主要产品为锂离子电池及电源系统、铅蓄电池及系统，最终控制人为山东省人民政府国有资产监督管理委员会。	公司在数据中心IDC电源及液冷解决方案方面已推出全浸没液冷方舱解决方案	2026-03-13\|13.51\|-1.03\|13.60\|13.75\|13.45\|126122;2026-03-16\|13.58\|0.52\|13.50\|13.63\|13.38\|105107;2026-03-17\|13.11\|-3.46\|13.58\|13.70\|13.10\|109656;2026-03-18\|12.87\|-1.83\|13.07\|13.14\|12.55\|159900;2026-03-19\|13.51\|4.97\|12.67\|14.16\|12.61\|389398;2026-03-20\|14.02\|3.77\|13.80\|14.71\|13.17\|639458;2026-03-23\|13.86\|-1.14\|13.95\|14.18\|13.69\|418543;2026-03-24\|14.13\|1.95\|14.00\|14.27\|13.71\|417087;2026-03-25\|15.54\|9.98\|14.17\|15.54\|14.00\|810630;2026-03-26\|15.80\|1.67\|15.00\|16.98\|14.89\|1193090;2026-03-27\|16.27\|2.97\|15.61\|16.88\|15.21\|1002422;2026-03-30\|16.01\|-1.60\|17.76\|17.76\|15.83\|1150541;2026-03-31\|17.61\|9.99\|16.12\|17.61\|16.06\|1149131;2026-04-01\|18.36\|4.26\|17.92\|19.37\|16.97\|1714118;2026-04-02\|17.08\|-6.97\|17.60\|18.00\|16.81\|1340792;2026-04-03\|15.37\|-10.01\|16.70\|16.72\|15.37\|1025832;2026-04-07\|16.09\|4.68\|15.05\|16.50\|14.84\|1102648;2026-04-08\|15.68\|-2.55\|15.80\|16.12\|15.48\|1002720;2026-04-09\|17.25\|10.01\|15.50\|17.25\|15.02\|1136714;2026-04-10\|18.98\|10.03\|17.25\|18.98\|16.84\|1879909;2026-04-13\|20.88\|10.01\|19.45\|20.88\|19.35\|1021391;2026-04-14\|22.97\|10.01\|22.79\|22.97\|21.33\|1765415;2026-04-15\|25.27\|10.01\|24.48\|25.27\|24.48\|1079066;2026-04-16\|27.80\|10.01\|26.57\|27.80\|26.26\|670389;2026-04-17\|30.58\|10.00\|29.13\|30.58\|29.07\|822376;2026-04-20\|33.00\|7.91\|33.58\|33.64\|32.20\|1048991;2026-04-21\|29.70\|-10.00\|29.90\|31.19\|29.70\|399977;2026-04-22\|26.73\|-10.00\|26.73\|28.29\|26.73\|1898208;2026-04-23\|26.97\|0.90\|26.01\|28.02\|25.63\|1627255;2026-04-24\|27.70\|2.71\|26.70\|28.34\|25.86\|1456544;2026-04-27\|28.82\|4.04\|27.26\|30.15\|26.50\|1591833;2026-04-28\|29.50\|2.36\|28.45\|29.80\|28.02\|1327648;2026-04-29\|28.60\|-3.05\|29.10\|29.96\|28.31\|1271919;2026-04-30\|27.48\|-3.92\|28.50\|29.18\|27.01\|1134722;2026-05-06\|29.78\|8.37\|27.95\|29.83\|27.50\|1157785;2026-05-07\|29.91\|0.44\|29.40\|31.19\|29.20\|1229116;2026-05-08\|32.90\|10.00\|30.30\|32.90\|30.30\|858447;2026-05-11\|34.27\|4.16\|33.01\|36.19\|31.03\|1743188;2026-05-12\|34.17\|-0.29\|34.59\|35.80\|33.24\|1356187;2026-05-13\|34.80\|1.84\|33.20\|35.05\|30.89\|1211433;2026-05-14\|31.32\|-10.00\|35.80\|36.50\|31.32\|1153950;2026-05-15\|28.19\|-9.99\|29.67\|30.29\|28.19\|1056885;2026-05-18\|26.45\|-6.17\|28.02\|28.17\|26.30\|1054419;2026-05-19\|27.50\|3.97\|27.05\|28.00\|25.49\|1116645;2026-05-20\|26.21\|-4.69\|26.67\|27.20\|25.67\|796807;2026-05-21\|26.91\|2.67\|26.39\|27.69\|25.74\|1007040;2026-05-22\|26.08\|-3.08\|26.37\|26.88\|25.86\|725760;2026-05-25\|24.19\|-7.25\|26.10\|26.26\|23.89\|884830;2026-05-26\|23.32\|-3.60\|23.91\|24.00\|23.04\|667738;2026-05-27\|23.03\|-1.24\|23.33\|23.85\|22.72\|519748;2026-05-28\|23.45\|1.82\|23.26\|23.66\|22.80\|476258;2026-05-29\|24.28\|3.54\|23.62\|24.89\|22.90\|977056;2026-06-01\|26.71\|10.01\|24.31\|26.71\|24.31\|553760;2026-06-02\|26.96\|0.94\|28.00\|28.49\|26.00\|1594545;2026-06-03\|24.31\|-9.83\|25.01\|25.78\|24.30\|1159377;2026-06-04\|23.09\|-5.02\|23.57\|24.03\|22.83\|808386;2026-06-05\|21.85\|-5.37\|23.10\|23.22\|21.76\|752100;2026-06-08\|20.80\|-4.81\|21.10\|21.85\|20.46\|502455;2026-06-09\|21.38\|2.79\|21.11\|21.44\|20.41\|511719;2026-06-10\|20.70\|-3.18\|21.17\|21.66\|20.51\|425546;2026-06-11\|20.52\|-0.87\|20.55\|21.60\|20.06\|557327;2026-06-12\|20.73\|1.22\|20.70\|21.24\|20.53\|468274;2026-06-15\|21.61\|4.25\|21.01\|21.64\|20.90\|526932;2026-06-16\|21.60\|-0.05\|22.00\|22.35\|21.42\|709154;2026-06-17\|21.30\|-1.39\|21.86\|22.50\|21.16\|717106;2026-06-18\|20.60\|-3.29\|21.50\|21.59\|20.50\|549176;2026-06-22\|21.08\|2.33\|20.46\|21.10\|20.13\|570162;2026-06-23\|23.19\|10.01\|21.50\|23.19\|21.25\|612612;2026-06-24\|25.51\|10.00\|23.88\|25.51\|23.60\|1305644;2026-06-25\|25.28\|-0.90\|25.99\|27.50\|24.70\|1715317;2026-06-26\|22.75\|-10.01\|24.94\|24.96\|22.75\|905355;2026-06-29\|20.71\|-8.97\|21.78\|21.88\|20.49\|842372;2026-06-30\|20.16\|-2.66\|20.84\|21.17\|19.80\|665238;2026-07-01\|20.16\|0.00\|20.16\|20.59\|19.50\|692790;2026-07-02\|22.18\|10.02\|20.00\|22.18\|19.80\|736477;2026-07-03\|20.53\|-7.44\|21.80\|22.00\|20.50\|741453;2026-07-06\|19.22\|-6.38\|20.81\|20.96\|19.18\|577486;2026-07-07\|18.78\|-2.29\|19.44\|20.35\|18.71\|561765;2026-07-08\|17.80\|-5.22\|18.61\|18.78\|17.79\|488281;2026-07-09\|17.83\|0.17\|18.13\|18.13\|16.89\|409652;2026-07-10\|18.38\|3.08\|17.95\|18.98\|17.74\|486721;2026-07-13\|17.15\|-6.69\|18.16\|18.19\|17.05\|301526;2026-07-14\|17.45\|1.75\|17.14\|17.46\|16.62\|247194;2026-07-15\|16.96\|-2.81\|17.40\|17.62\|16.95\|236575;2026-07-16\|16.51\|-2.65\|16.80\|17.01\|16.36\|245197;2026-07-17\|15.51\|-6.06\|16.51\|16.96\|15.33\|346497;2026-07-20\|14.75\|-4.90\|15.96\|16.01\|14.49\|368461;2026-07-21\|15.49\|5.02\|14.96\|15.50\|13.60\|415582;2026-07-22\|15.26\|-1.48\|15.20\|15.62\|15.06\|261010
55368	宁德时代股价创历史新高	固态电池+半导体设备+海外拓展 1、据2026年4月15日年报，公司主要产品为各类锂电池后处理系统集成生产线及相关测试、装配产品，如方形电池后处理系统集成生产线、固态电池后处理系统集成生产线、数码小钢壳电池后处理系统集成生产线、软包电池后处理系统集成生产线等。 2、据2026年5月14日公司官微，2026年，公司通过控股杭可仪器切入半导体可靠性测试设备赛道，同步深耕锂电池后段整线设备，以双引擎协同模式推进高端制造解决方案的多元化发展。 3、据2026年4月15日年报，2025年公司全球化布局加速推进。国内市场持续深化与比亚迪、亿纬锂能、欣旺达、国轩高科等头部客户的合作；海外市场持续深化与韩国LG、三星、SK合作，韩国天安二期工厂建设完成，已正式投产；成功突破成为特斯拉供应商，进入丰田量产车体系；稳步推进大众项目技术协同及设备交付，形成国内外市场双轮驱动格局。	公司为锂电后段设备龙头	2026-03-13\|28.05\|-1.48\|28.40\|28.83\|27.95\|82628;2026-03-16\|27.88\|-0.61\|27.92\|28.22\|27.50\|58563;2026-03-17\|27.00\|-3.16\|27.95\|28.34\|26.96\|56446;2026-03-18\|26.73\|-1.00\|26.99\|27.25\|26.41\|51557;2026-03-19\|25.42\|-4.90\|26.00\|26.47\|25.12\|113752;2026-03-20\|25.56\|0.55\|25.36\|26.60\|25.36\|95497;2026-03-23\|24.86\|-2.74\|25.35\|26.19\|24.61\|100292;2026-03-24\|24.98\|0.48\|25.38\|25.39\|24.11\|71554;2026-03-25\|25.20\|0.88\|25.00\|25.49\|25.00\|59417;2026-03-26\|25.37\|0.67\|25.28\|25.95\|25.08\|77692;2026-03-27\|25.74\|1.46\|24.97\|26.10\|24.80\|83281;2026-03-30\|26.75\|3.92\|25.60\|26.84\|25.34\|130232;2026-03-31\|26.86\|0.41\|26.74\|27.60\|26.33\|123222;2026-04-01\|27.95\|4.06\|27.10\|28.33\|27.02\|144333;2026-04-02\|27.58\|-1.32\|28.00\|28.09\|27.31\|74845;2026-04-03\|26.89\|-2.50\|27.58\|27.84\|26.89\|53575;2026-04-07\|27.40\|1.90\|26.89\|28.21\|26.80\|74290;2026-04-08\|28.17\|2.81\|28.00\|28.23\|27.70\|88532;2026-04-09\|28.12\|-0.18\|27.90\|28.78\|27.63\|73257;2026-04-10\|28.95\|2.95\|28.55\|29.63\|28.55\|126115;2026-04-13\|28.56\|-1.35\|28.90\|29.30\|28.29\|95112;2026-04-14\|31.47\|10.19\|28.90\|31.74\|28.90\|246992;2026-04-15\|29.35\|-6.74\|31.40\|31.40\|29.24\|209222;2026-04-16\|30.31\|3.27\|29.70\|31.68\|29.50\|248500;2026-04-17\|31.87\|5.15\|30.77\|32.41\|30.11\|220775;2026-04-20\|31.26\|-1.91\|31.62\|32.00\|30.83\|189305;2026-04-21\|30.79\|-1.50\|30.96\|31.39\|30.14\|135398;2026-04-22\|30.70\|-0.29\|30.72\|31.29\|30.35\|111790;2026-04-23\|30.28\|-1.37\|30.60\|30.90\|30.17\|95917;2026-04-24\|30.15\|-0.43\|30.28\|30.57\|29.79\|90889;2026-04-27\|31.71\|5.17\|29.95\|32.17\|29.95\|161506;2026-04-28\|31.20\|-1.61\|31.75\|32.07\|30.86\|113254;2026-04-29\|31.94\|2.37\|30.80\|32.22\|30.70\|157058;2026-04-30\|31.90\|-0.13\|31.94\|32.80\|31.61\|123611;2026-05-06\|33.19\|4.04\|32.19\|33.95\|32.15\|181598;2026-05-07\|33.60\|1.24\|33.18\|33.81\|32.76\|142562;2026-05-08\|32.88\|-2.14\|33.57\|35.09\|32.68\|214534;2026-05-11\|33.91\|3.13\|32.70\|34.48\|32.50\|174077;2026-05-12\|33.80\|-0.32\|33.92\|34.98\|33.35\|154459;2026-05-13\|32.79\|-2.99\|33.40\|33.60\|32.61\|143701;2026-05-14\|32.12\|-2.04\|32.90\|33.10\|31.71\|118467;2026-05-15\|32.31\|0.59\|32.00\|33.30\|31.78\|138856;2026-05-18\|34.22\|5.91\|32.65\|36.90\|32.00\|341118;2026-05-19\|34.02\|-0.58\|34.14\|34.50\|33.06\|183470;2026-05-20\|34.65\|1.85\|33.76\|35.01\|33.76\|146466;2026-05-21\|33.83\|-2.37\|35.00\|36.42\|33.83\|204129;2026-05-22\|35.20\|4.05\|34.45\|35.66\|33.80\|153514;2026-05-25\|35.00\|-0.57\|35.18\|35.49\|33.90\|154729;2026-05-26\|34.69\|-0.89\|34.80\|35.59\|34.27\|130275;2026-05-27\|32.87\|-5.25\|34.49\|35.30\|32.74\|170483;2026-05-28\|39.44\|19.99\|32.81\|39.44\|32.35\|553785;2026-05-29\|39.65\|0.97\|40.00\|40.90\|37.09\|475531;2026-06-01\|36.66\|-7.54\|39.01\|42.57\|36.29\|387643;2026-06-02\|36.07\|-1.61\|37.00\|37.60\|35.40\|246731;2026-06-03\|35.27\|-2.22\|36.82\|39.54\|34.76\|414125;2026-06-04\|33.87\|-3.97\|34.04\|35.07\|33.10\|226875;2026-06-05\|31.66\|-6.52\|33.31\|33.35\|30.20\|281012;2026-06-08\|31.20\|-1.45\|30.82\|32.33\|30.33\|232682;2026-06-09\|35.10\|12.50\|32.00\|35.58\|31.70\|348693;2026-06-10\|34.08\|-2.91\|34.50\|35.55\|32.91\|205381;2026-06-11\|32.63\|-4.25\|33.97\|34.36\|32.40\|133588;2026-06-12\|32.93\|0.92\|33.00\|35.00\|32.70\|199464;2026-06-15\|36.24\|10.05\|32.95\|36.54\|32.24\|252014;2026-06-16\|39.36\|8.61\|36.36\|39.58\|36.18\|319978;2026-06-17\|37.78\|-4.01\|39.36\|39.72\|36.71\|222457;2026-06-18\|37.11\|-1.77\|37.76\|38.12\|36.59\|196696;2026-06-22\|37.61\|1.35\|37.18\|37.75\|36.13\|233945;2026-06-23\|38.17\|1.49\|37.11\|38.82\|36.08\|238228;2026-06-24\|39.79\|4.24\|37.80\|40.89\|37.31\|248640;2026-06-25\|38.28\|-3.79\|39.54\|40.00\|37.47\|152430;2026-06-26\|35.55\|-7.13\|37.82\|37.98\|35.50\|128400;2026-06-29\|34.96\|-1.66\|35.22\|36.50\|33.90\|127949;2026-06-30\|36.55\|4.55\|35.31\|37.77\|34.67\|141339;2026-07-01\|34.24\|-6.32\|36.74\|36.74\|34.01\|146487;2026-07-02\|32.78\|-4.26\|33.40\|34.54\|32.70\|102503;2026-07-03\|30.73\|-6.25\|32.78\|32.91\|30.69\|130863;2026-07-06\|28.54\|-7.13\|30.75\|31.04\|28.33\|166135;2026-07-07\|27.62\|-3.22\|28.27\|29.03\|27.39\|120439;2026-07-08\|26.31\|-4.74\|27.50\|27.80\|26.17\|115626;2026-07-09\|27.46\|4.37\|26.49\|27.75\|25.75\|127829;2026-07-10\|25.91\|-5.64\|27.33\|27.73\|25.83\|118148;2026-07-13\|24.14\|-6.83\|25.81\|25.91\|24.05\|111163;2026-07-14\|24.00\|-0.58\|24.20\|24.27\|23.12\|95151;2026-07-15\|24.48\|2.00\|24.00\|24.94\|23.80\|107288;2026-07-16\|22.79\|-6.90\|24.40\|24.95\|22.66\|132140;2026-07-17\|20.71\|-9.13\|22.74\|22.97\|20.62\|163905;2026-07-20\|20.28\|-2.08\|21.15\|21.50\|19.79\|221076;2026-07-21\|21.27\|4.88\|20.28\|21.28\|19.46\|202386;2026-07-22\|20.93\|-1.60\|21.14\|21.39\|20.61\|141519
55367	宁德时代股价创历史新高	固态电池+587Ah扩产+储能满产+业绩高增行业原因： 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29日年报，公司全固态动力锂离子电池项目已入实验阶段，目标能量密度＞350Wh/kg，中试线已建成并运行。 2、据2026年2月12日公告，公司拟在河南驻马店投建587Ah及120Ah电池产线，总投资12亿元；同日公告拟在正阳县投建120Ah电芯项目，总投资21亿元。 3、据2026年4月29日年报及一季报，公司2025年储能电芯出货量全球TOP9，314Ah大储、100Ah及50Ah小储产线满产；2026Q1营收47.68亿元，同比增182.14%，归母净利3.23亿元，同比增819.09%。	锂离子电池行业产品线最丰富的供应商之一；公司主要业务为锂离子电池、一次电池（锂铁电池、锂锰电池等）的研发、生产和销售，包含钴酸锂系列产品、磷酸铁锂系列产品、三元材料和多元复合锂材料系列产品等，锂电池产能40.44亿AH/年	2026-03-13\|57.75\|-0.48\|58.58\|61.66\|57.50\|608474;2026-03-16\|57.52\|-0.40\|58.48\|59.66\|56.60\|354097;2026-03-17\|54.67\|-4.95\|57.59\|58.39\|54.50\|324684;2026-03-18\|53.98\|-1.26\|54.68\|55.57\|53.13\|255945;2026-03-19\|54.86\|1.63\|54.00\|57.67\|53.00\|431248;2026-03-20\|60.61\|10.48\|55.00\|63.96\|54.97\|698964;2026-03-23\|59.81\|-1.32\|59.52\|62.81\|59.41\|539920;2026-03-24\|59.76\|-0.08\|61.01\|61.80\|57.10\|444227;2026-03-25\|58.52\|-2.08\|58.60\|59.76\|56.86\|482817;2026-03-26\|58.50\|-0.03\|58.56\|61.30\|57.13\|582045;2026-03-27\|58.39\|-0.19\|58.02\|59.86\|55.66\|535670;2026-03-30\|57.30\|-1.87\|58.70\|59.35\|55.08\|373329;2026-03-31\|56.44\|-1.50\|56.89\|59.93\|56.03\|405445;2026-04-01\|53.97\|-4.38\|56.00\|56.69\|52.50\|442348;2026-04-02\|52.19\|-3.30\|53.70\|54.95\|51.78\|364618;2026-04-03\|49.27\|-5.59\|52.30\|52.35\|49.10\|294562;2026-04-07\|51.00\|3.51\|49.76\|53.15\|49.70\|327873;2026-04-08\|52.50\|2.94\|52.11\|53.23\|50.95\|320936;2026-04-09\|53.39\|1.70\|52.22\|53.87\|51.10\|302472;2026-04-10\|57.18\|7.10\|55.00\|58.89\|54.99\|523412;2026-04-13\|59.49\|4.04\|56.59\|59.77\|56.59\|428889;2026-04-14\|65.91\|10.79\|59.00\|66.00\|58.58\|570498;2026-04-15\|62.89\|-4.58\|65.57\|65.57\|62.51\|425611;2026-04-16\|68.58\|9.05\|64.11\|69.96\|62.99\|665383;2026-04-17\|68.98\|0.58\|67.30\|69.28\|66.02\|469520;2026-04-20\|67.39\|-2.31\|67.20\|68.30\|66.24\|328091;2026-04-21\|67.12\|-0.40\|68.21\|68.21\|65.03\|279462;2026-04-22\|67.90\|1.16\|67.35\|69.55\|66.92\|311415;2026-04-23\|68.09\|0.28\|68.00\|69.78\|65.08\|398826;2026-04-24\|69.30\|1.78\|67.12\|70.53\|65.63\|393032;2026-04-27\|69.24\|-0.09\|68.37\|70.20\|67.67\|322260;2026-04-28\|67.50\|-2.51\|68.23\|68.95\|66.01\|337523;2026-04-29\|81.00\|20.00\|66.83\|81.00\|65.87\|738366;2026-04-30\|86.10\|6.30\|83.00\|86.80\|81.00\|727791;2026-05-06\|87.80\|1.97\|82.98\|88.80\|82.22\|523145;2026-05-07\|89.40\|1.82\|87.07\|91.88\|86.46\|471472;2026-05-08\|85.00\|-4.92\|87.60\|90.50\|84.77\|422431;2026-05-11\|88.35\|3.94\|84.76\|89.79\|83.67\|425136;2026-05-12\|89.36\|1.14\|87.50\|91.85\|86.12\|366520;2026-05-13\|83.81\|-6.21\|89.49\|90.18\|82.91\|478804;2026-05-14\|84.20\|0.47\|84.67\|88.00\|81.50\|498502;2026-05-15\|83.31\|-1.06\|82.07\|87.08\|81.00\|369827;2026-05-18\|85.60\|2.75\|82.17\|87.00\|80.89\|329107;2026-05-19\|86.69\|1.27\|84.98\|89.00\|83.00\|314413;2026-05-20\|92.14\|6.29\|86.60\|92.77\|84.70\|520629;2026-05-21\|84.82\|-7.94\|90.00\|91.48\|84.70\|433592;2026-05-22\|84.74\|-0.09\|86.11\|87.24\|83.06\|289045;2026-05-25\|78.57\|-7.28\|84.04\|84.74\|77.00\|445397;2026-05-26\|78.52\|-0.06\|78.48\|81.43\|77.11\|284285;2026-05-27\|81.09\|3.27\|78.52\|83.29\|78.50\|309922;2026-05-28\|79.00\|-2.58\|81.19\|82.42\|75.68\|281415;2026-05-29\|76.55\|-3.10\|79.01\|79.38\|75.96\|254943;2026-06-01\|77.72\|1.53\|78.10\|79.79\|76.68\|267987;2026-06-02\|82.79\|6.61\|78.38\|84.28\|77.18\|321448;2026-06-03\|81.56\|-1.49\|82.68\|82.84\|79.00\|258714;2026-06-04\|77.23\|-5.31\|80.86\|81.20\|75.75\|271522;2026-06-05\|75.65\|-2.05\|77.24\|78.61\|74.99\|200539;2026-06-08\|71.65\|-5.29\|74.01\|74.66\|70.11\|201524;2026-06-09\|73.10\|2.02\|72.60\|73.85\|70.35\|194413;2026-06-10\|71.42\|-2.30\|72.78\|73.00\|70.56\|151662;2026-06-11\|69.89\|-2.14\|70.93\|72.23\|69.07\|186755;2026-06-12\|75.18\|7.57\|70.40\|78.38\|69.00\|368772;2026-06-15\|74.13\|-1.40\|75.87\|76.94\|72.68\|313214;2026-06-16\|76.99\|3.86\|77.50\|79.10\|73.91\|432119;2026-06-17\|78.79\|2.34\|76.95\|80.60\|75.60\|334545;2026-06-18\|81.20\|3.06\|77.39\|84.82\|77.01\|326687;2026-06-22\|84.88\|4.53\|82.21\|86.40\|79.30\|468855;2026-06-23\|80.98\|-4.59\|83.96\|83.96\|80.48\|330736;2026-06-24\|82.47\|1.84\|81.13\|83.40\|77.92\|281658;2026-06-25\|83.45\|1.19\|82.62\|84.77\|80.99\|253726;2026-06-26\|77.30\|-7.37\|83.17\|84.08\|76.53\|291123;2026-06-29\|84.54\|9.37\|77.00\|84.70\|76.54\|367144;2026-06-30\|82.85\|-2.00\|83.00\|85.93\|79.80\|291560;2026-07-01\|79.63\|-3.89\|82.20\|82.54\|75.47\|373362;2026-07-02\|78.69\|-1.18\|77.64\|81.66\|77.26\|247188;2026-07-03\|76.52\|-2.76\|79.34\|81.00\|76.36\|228660;2026-07-06\|72.34\|-5.46\|75.48\|77.77\|72.30\|236360;2026-07-07\|73.40\|1.47\|72.86\|75.60\|71.77\|203986;2026-07-08\|67.99\|-7.37\|73.51\|73.70\|67.84\|243163;2026-07-09\|67.15\|-1.24\|68.90\|69.30\|64.33\|226405;2026-07-10\|64.97\|-3.25\|67.68\|68.44\|64.97\|201664;2026-07-13\|67.70\|4.20\|64.96\|69.90\|63.55\|328713;2026-07-14\|70.56\|4.22\|68.50\|70.96\|65.92\|343299;2026-07-15\|69.01\|-2.20\|70.38\|72.20\|67.40\|282724;2026-07-16\|62.11\|-10.00\|68.64\|68.64\|59.60\|396654;2026-07-17\|62.18\|0.11\|61.86\|64.88\|60.30\|292929;2026-07-20\|58.00\|-6.72\|62.19\|62.81\|56.19\|308410;2026-07-21\|62.90\|8.45\|58.01\|63.17\|57.74\|301330;2026-07-22\|55.05\|-12.48\|61.80\|62.60\|54.60\|421772
55366	宁德时代股价创历史新高	紫铜带箔材+压延铜箔+新能源电池结构件+3D打印 1、据2026年6月5日互动易，公司拥有压延铜箔生产线，产品主要应用于LED、印刷线路板、新能源软连接等领域。 2、据2026年4月25日年报，公司是国内紫铜板带箔材细分行业经营规模较大、技术实力领先的企业，主要从事紫铜带箔材的研发、生产和销售。 3、据2026年4月25日年报，公司新能源业务中动力电池金属结构件电池包箱体现有年产能50万套，主要客户为奇瑞汽车等；铝箔产品包含电池箔。 4、据2026年6月15日互动易，公司目前持有洛阳盈创21%的股份，其主要业务为设备研发制造与销售及3D打印相关业务。	公司投资参股的安徽安瓦新能源科技有限公司，其主要生产半固态电池	2026-03-13\|12.41\|0.16\|12.39\|13.12\|12.20\|612427;2026-03-16\|12.54\|1.05\|12.52\|12.79\|12.44\|290366;2026-03-17\|12.73\|1.52\|12.65\|13.09\|12.63\|290937;2026-03-18\|12.68\|-0.39\|12.75\|13.00\|12.50\|226467;2026-03-19\|11.61\|-8.44\|12.40\|12.68\|11.50\|282119;2026-03-20\|10.45\|-9.99\|11.61\|11.68\|10.45\|368108;2026-03-23\|9.46\|-9.47\|9.85\|10.20\|9.41\|302030;2026-03-24\|10.41\|10.04\|9.82\|10.41\|9.58\|273689;2026-03-25\|10.87\|4.42\|10.62\|11.10\|10.50\|284747;2026-03-26\|10.77\|-0.92\|10.97\|10.98\|10.67\|137243;2026-03-27\|11.13\|3.34\|10.82\|11.37\|10.70\|151663;2026-03-30\|11.43\|2.70\|11.00\|11.50\|10.99\|154667;2026-03-31\|11.16\|-2.36\|11.37\|11.55\|11.14\|132562;2026-04-01\|11.15\|-0.09\|11.31\|11.48\|11.03\|102674;2026-04-02\|10.88\|-2.42\|11.11\|11.28\|10.80\|92040;2026-04-03\|10.13\|-6.89\|10.91\|10.93\|10.11\|135120;2026-04-07\|10.25\|1.18\|10.20\|10.34\|9.95\|121136;2026-04-08\|10.68\|4.20\|10.57\|10.74\|10.38\|105702;2026-04-09\|10.59\|-0.84\|10.56\|10.75\|10.50\|90231;2026-04-10\|10.66\|0.66\|10.69\|10.88\|10.62\|65909;2026-04-13\|10.82\|1.50\|10.60\|10.83\|10.54\|62838;2026-04-14\|11.90\|9.98\|10.83\|11.90\|10.83\|236886;2026-04-15\|11.62\|-2.35\|12.19\|12.19\|11.53\|341604;2026-04-16\|11.93\|2.67\|11.79\|12.06\|11.70\|257359;2026-04-17\|12.13\|1.68\|11.81\|12.25\|11.77\|206181;2026-04-20\|12.24\|0.91\|12.10\|12.35\|12.00\|181903;2026-04-21\|12.26\|0.16\|12.27\|12.32\|12.06\|140377;2026-04-22\|12.02\|-1.96\|12.22\|12.25\|12.00\|150115;2026-04-23\|11.59\|-3.58\|12.03\|12.07\|11.51\|156220;2026-04-24\|11.46\|-1.12\|11.48\|11.57\|11.20\|118020;2026-04-27\|12.11\|5.67\|11.53\|12.14\|11.47\|211646;2026-04-28\|12.23\|0.99\|12.11\|12.34\|11.97\|230654;2026-04-29\|12.42\|1.55\|12.21\|12.45\|12.05\|164013;2026-04-30\|12.96\|4.35\|12.36\|13.30\|12.26\|294558;2026-05-06\|13.56\|4.63\|12.95\|13.60\|12.79\|279993;2026-05-07\|13.49\|-0.52\|13.43\|13.63\|13.20\|215186;2026-05-08\|13.40\|-0.67\|13.32\|13.64\|13.28\|146435;2026-05-11\|13.59\|1.42\|13.40\|13.80\|13.35\|176126;2026-05-12\|13.09\|-3.68\|13.58\|13.64\|12.97\|162874;2026-05-13\|13.95\|6.57\|13.19\|14.08\|13.10\|249335;2026-05-14\|13.34\|-4.37\|13.82\|13.82\|13.29\|217473;2026-05-15\|12.92\|-3.15\|12.98\|13.26\|12.78\|157962;2026-05-18\|13.48\|4.33\|12.91\|13.72\|12.75\|161381;2026-05-19\|13.29\|-1.41\|13.40\|13.74\|13.10\|120277;2026-05-20\|13.16\|-0.98\|13.34\|13.56\|12.99\|99454;2026-05-21\|12.37\|-6.00\|13.13\|13.24\|12.32\|143439;2026-05-22\|13.45\|8.73\|12.43\|13.61\|12.33\|251032;2026-05-25\|13.47\|0.15\|13.48\|13.84\|13.02\|191875;2026-05-26\|13.64\|1.26\|13.35\|13.84\|13.16\|220161;2026-05-27\|13.17\|-3.45\|13.69\|13.80\|13.07\|186254;2026-05-28\|14.49\|10.02\|13.13\|14.49\|13.05\|298015;2026-05-29\|13.61\|-6.07\|14.97\|15.00\|13.54\|347547;2026-06-01\|13.82\|1.54\|13.50\|14.15\|13.31\|278582;2026-06-02\|13.39\|-3.11\|13.68\|14.09\|12.99\|231895;2026-06-03\|14.06\|5.00\|13.25\|14.65\|13.25\|298283;2026-06-04\|13.60\|-3.27\|13.69\|14.00\|13.38\|215954;2026-06-05\|13.48\|-0.88\|13.35\|13.99\|12.69\|244810;2026-06-08\|12.80\|-5.04\|12.67\|13.72\|12.53\|176667;2026-06-09\|13.06\|2.03\|12.86\|13.38\|12.48\|171120;2026-06-10\|13.68\|4.75\|12.78\|14.20\|12.60\|257117;2026-06-11\|13.40\|-2.05\|13.60\|14.05\|13.21\|186424;2026-06-12\|13.63\|1.72\|13.50\|14.07\|12.96\|319417;2026-06-15\|14.52\|6.53\|13.89\|14.58\|13.80\|394699;2026-06-16\|14.90\|2.62\|14.40\|15.45\|14.23\|501182;2026-06-17\|14.73\|-1.14\|14.60\|14.87\|14.45\|262372;2026-06-18\|14.70\|-0.20\|14.64\|15.10\|14.40\|230228;2026-06-22\|14.49\|-0.75\|14.33\|14.49\|13.85\|213290;2026-06-23\|13.32\|-8.07\|14.49\|14.49\|13.18\|234910;2026-06-24\|12.80\|-3.90\|13.19\|13.40\|12.41\|199136;2026-06-25\|14.08\|10.00\|12.68\|14.08\|12.41\|246454;2026-06-26\|12.81\|-9.02\|13.98\|13.98\|12.75\|299691;2026-06-29\|11.85\|-7.49\|12.90\|13.11\|11.60\|237394;2026-06-30\|11.92\|0.59\|11.96\|12.06\|11.40\|152890;2026-07-01\|11.90\|-0.17\|11.88\|12.24\|11.78\|143079;2026-07-02\|11.63\|-2.27\|11.90\|12.15\|11.48\|125282;2026-07-03\|11.30\|-2.84\|11.78\|11.87\|11.27\|146710;2026-07-06\|10.88\|-3.72\|11.33\|11.43\|10.78\|124571;2026-07-07\|10.41\|-4.32\|10.78\|10.93\|10.38\|96943;2026-07-08\|10.44\|0.29\|10.45\|10.54\|10.06\|92420;2026-07-09\|10.35\|-0.86\|10.40\|10.46\|9.75\|114437;2026-07-10\|10.23\|-1.16\|10.33\|10.55\|10.23\|102566;2026-07-13\|9.55\|-6.65\|10.20\|10.20\|9.49\|92784;2026-07-14\|9.97\|4.40\|9.53\|9.99\|9.27\|116783;2026-07-15\|9.71\|-2.61\|9.90\|10.09\|9.64\|78581;2026-07-16\|9.43\|-2.88\|9.60\|9.84\|9.37\|77348;2026-07-17\|8.94\|-5.20\|9.41\|9.49\|8.94\|96709;2026-07-20\|8.48\|-5.15\|9.05\|9.09\|8.35\|98553;2026-07-21\|8.75\|3.18\|8.51\|8.75\|8.04\|104732;2026-07-22\|8.55\|-2.29\|8.68\|8.88\|8.50\|74729
55365	宁德时代股价创历史新高	定增+消费电子+钠离子电池公司原因： 1、据2026年3月14日公告，公司拟向控股股东维科控股定增不超6849万股募资5亿元，全部用于补充流动资金，锁定期36个月。 2、据2025年4月15日年度报告，公司“年产2GWh钠离子电池项目”已结项，并在“2024年中国储能钠电池出货量TOP5”中位列榜首。 3、据2025年4月15日年度报告，公司主营消费类及小动力锂离子电池，为国内前五的3C数码电池供应商，主要客户包括传音、MOTO、TCL、华勤等。	国内排名前五的3C数码电池供应商	2026-03-13\|9.77\|5.05\|9.24\|10.10\|9.14\|582541;2026-03-16\|10.75\|10.03\|9.70\|10.75\|9.47\|628765;2026-03-17\|10.24\|-4.74\|10.74\|10.89\|10.18\|906915;2026-03-18\|10.01\|-2.25\|10.27\|10.38\|9.74\|650212;2026-03-19\|9.30\|-7.09\|9.85\|10.03\|9.28\|537149;2026-03-20\|9.08\|-2.37\|9.35\|10.23\|9.01\|1070934;2026-03-23\|9.02\|-0.66\|8.63\|9.55\|8.63\|750255;2026-03-24\|9.38\|3.99\|9.19\|9.44\|8.80\|591461;2026-03-25\|10.32\|10.02\|9.44\|10.32\|9.44\|789862;2026-03-26\|10.17\|-1.45\|10.26\|10.60\|10.11\|787095;2026-03-27\|10.42\|2.46\|10.13\|10.66\|9.85\|723316;2026-03-30\|11.33\|8.73\|10.69\|11.46\|10.69\|1360142;2026-03-31\|10.46\|-7.68\|11.50\|11.81\|10.41\|1105376;2026-04-01\|10.40\|-0.57\|10.66\|11.23\|10.06\|925314;2026-04-02\|9.99\|-3.94\|10.35\|10.53\|9.92\|548865;2026-04-03\|9.49\|-5.00\|10.11\|10.34\|9.49\|556383;2026-04-07\|9.58\|0.95\|10.00\|10.29\|9.35\|568547;2026-04-08\|9.97\|4.07\|9.88\|10.00\|9.50\|574497;2026-04-09\|9.85\|-1.20\|9.78\|9.92\|9.05\|752420;2026-04-10\|9.83\|-0.20\|9.75\|10.32\|9.50\|856372;2026-04-13\|10.81\|9.97\|9.94\|10.81\|9.94\|713963;2026-04-14\|11.89\|9.99\|10.81\|11.89\|10.53\|955514;2026-04-15\|12.07\|1.51\|12.40\|13.08\|11.78\|1883907;2026-04-16\|12.64\|4.72\|11.90\|12.70\|11.60\|1613355;2026-04-17\|13.90\|9.97\|12.22\|13.90\|12.05\|1162380;2026-04-20\|13.93\|0.22\|14.31\|15.29\|13.63\|1369898;2026-04-21\|13.01\|-6.60\|13.81\|13.87\|12.65\|1076522;2026-04-22\|12.54\|-3.61\|13.77\|14.00\|12.28\|1422633;2026-04-23\|11.78\|-6.06\|12.11\|12.25\|11.62\|898446;2026-04-24\|12.96\|10.02\|11.79\|12.96\|11.75\|725659;2026-04-27\|14.26\|10.03\|13.43\|14.26\|12.81\|1472958;2026-04-28\|15.69\|10.03\|14.55\|15.69\|14.55\|755336;2026-04-29\|14.50\|-7.58\|15.20\|15.35\|14.12\|1820240;2026-04-30\|14.85\|2.41\|14.14\|15.42\|13.85\|1587232;2026-05-06\|15.09\|1.62\|14.85\|15.46\|14.06\|1497757;2026-05-07\|15.11\|0.13\|15.00\|15.55\|14.25\|1280756;2026-05-08\|15.41\|1.99\|14.98\|16.62\|14.93\|1512754;2026-05-11\|14.65\|-4.93\|15.34\|15.60\|14.55\|1103106;2026-05-12\|14.22\|-2.94\|14.71\|14.73\|13.68\|845647;2026-05-13\|14.68\|3.23\|14.40\|15.33\|14.01\|1004515;2026-05-14\|13.30\|-9.40\|14.40\|14.45\|13.27\|783973;2026-05-15\|13.73\|3.23\|13.41\|14.63\|13.41\|976433;2026-05-18\|13.09\|-4.66\|13.09\|13.56\|12.60\|718465;2026-05-19\|12.59\|-3.82\|12.96\|12.99\|12.23\|584515;2026-05-20\|12.75\|1.27\|12.40\|12.99\|12.01\|514758;2026-05-21\|12.49\|-2.04\|12.75\|13.15\|12.43\|538363;2026-05-22\|13.09\|4.80\|12.42\|13.39\|12.25\|551090;2026-05-25\|12.39\|-5.35\|13.10\|13.30\|12.18\|555739;2026-05-26\|12.40\|0.08\|12.09\|12.50\|11.68\|459075;2026-05-27\|12.09\|-2.50\|12.30\|12.40\|11.88\|302334;2026-05-28\|11.77\|-2.65\|12.20\|12.31\|11.56\|355347;2026-05-29\|11.40\|-3.14\|11.77\|11.80\|11.34\|321649;2026-06-01\|12.54\|10.00\|11.88\|12.54\|11.62\|443821;2026-06-02\|12.23\|-2.47\|12.62\|12.79\|11.90\|626821;2026-06-03\|12.37\|1.14\|11.98\|12.98\|11.98\|578436;2026-06-04\|11.93\|-3.56\|12.06\|12.30\|11.83\|319782;2026-06-05\|11.53\|-3.35\|12.10\|12.22\|11.43\|455363;2026-06-08\|10.94\|-5.12\|11.00\|11.48\|10.74\|317492;2026-06-09\|10.92\|-0.18\|11.09\|11.14\|10.73\|273426;2026-06-10\|10.56\|-3.30\|10.73\|10.86\|10.35\|334691;2026-06-11\|10.33\|-2.18\|10.51\|10.66\|10.23\|277564;2026-06-12\|10.50\|1.65\|10.45\|10.73\|10.13\|309091;2026-06-15\|11.08\|5.52\|10.53\|11.15\|10.53\|334189;2026-06-16\|11.32\|2.17\|11.29\|11.56\|10.81\|364791;2026-06-17\|11.07\|-2.21\|11.26\|11.38\|11.00\|249434;2026-06-18\|10.84\|-2.08\|10.99\|11.06\|10.76\|214846;2026-06-22\|10.81\|-0.28\|10.90\|10.90\|10.37\|290602;2026-06-23\|10.84\|0.28\|10.61\|11.28\|10.61\|307369;2026-06-24\|10.74\|-0.92\|10.79\|10.95\|10.41\|245528;2026-06-25\|11.81\|9.96\|10.74\|11.81\|10.47\|438980;2026-06-26\|10.63\|-9.99\|11.81\|11.82\|10.63\|570898;2026-06-29\|9.69\|-8.84\|10.39\|10.40\|9.60\|630562;2026-06-30\|9.99\|3.10\|9.89\|10.18\|9.63\|400942;2026-07-01\|9.69\|-3.00\|9.87\|10.03\|9.62\|357069;2026-07-02\|9.60\|-0.93\|9.56\|10.36\|9.50\|357085;2026-07-03\|9.34\|-2.71\|9.70\|9.75\|9.33\|262619;2026-07-06\|9.07\|-2.89\|9.32\|9.53\|9.07\|282157;2026-07-07\|8.85\|-2.43\|9.07\|9.33\|8.76\|225135;2026-07-08\|8.41\|-4.97\|8.90\|8.90\|8.39\|252374;2026-07-09\|8.50\|1.07\|8.47\|8.60\|8.10\|239749;2026-07-10\|8.46\|-0.47\|8.51\|8.67\|8.41\|200362;2026-07-13\|7.86\|-7.09\|8.21\|8.46\|7.82\|211153;2026-07-14\|8.08\|2.80\|7.89\|8.08\|7.62\|197991;2026-07-15\|7.91\|-2.10\|7.99\|8.27\|7.86\|185136;2026-07-16\|7.68\|-2.91\|7.87\|7.95\|7.64\|163089;2026-07-17\|7.18\|-6.51\|7.76\|7.76\|7.10\|211317;2026-07-20\|6.96\|-3.06\|7.45\|7.87\|6.83\|442841;2026-07-21\|7.20\|3.45\|6.91\|7.22\|6.38\|405280;2026-07-22\|7.03\|-2.36\|7.05\|7.40\|6.95\|262389
55364	宁德时代股价创历史新高	一季度扭亏+电解液涨价+宁德时代行业原因： 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29日公告，公司一季度实现营业收入22.30亿元，同比增长40.45%；归母净利润2.82亿元，同比扭亏为盈，主因锂离子电池相关材料平均售价同比上涨47.48%，毛利显著改善。 2、据2025年年报，公司电解液销量同比增长117.9%，对宁德时代销量增长139.7%，并与比亚迪等头部客户深化合作，形成稳定的高端客户结构。 3、据2025年年报，公司具备五大碳酸酯溶剂、六氟磷酸锂及添加剂自产能力，95%以上原材料自给，东营、武汉等四大基地协同，巩固电解液+溶剂“双龙头”地位。	公司实现从上游环氧丙烷到中游电解液所需的碳酸酯溶剂、锂盐及添加剂的全产业链布局，预计一季度净利润2.6亿元-3.1亿元，同比扭亏	2026-03-13\|73.00\|2.31\|72.50\|76.50\|72.00\|241060;2026-03-16\|75.00\|2.74\|74.45\|77.23\|73.73\|194560;2026-03-17\|73.65\|-1.80\|74.00\|77.30\|72.41\|153739;2026-03-18\|71.70\|-2.65\|72.67\|73.62\|70.60\|101596;2026-03-19\|68.55\|-4.39\|71.14\|71.90\|68.00\|88255;2026-03-20\|75.41\|10.01\|69.03\|75.41\|69.03\|188317;2026-03-23\|75.56\|0.20\|75.41\|79.50\|73.91\|302611;2026-03-24\|78.40\|3.76\|76.90\|80.49\|75.88\|208927;2026-03-25\|77.56\|-1.07\|78.39\|79.06\|75.21\|198670;2026-03-26\|85.32\|10.01\|76.75\|85.32\|76.71\|240728;2026-03-27\|93.85\|10.00\|84.02\|93.85\|83.00\|320152;2026-03-30\|93.06\|-0.84\|94.79\|95.96\|90.12\|269634;2026-03-31\|86.65\|-6.89\|92.62\|94.80\|86.30\|265898;2026-04-01\|85.93\|-0.83\|87.51\|89.50\|84.24\|197890;2026-04-02\|86.27\|0.40\|85.60\|88.58\|84.67\|197499;2026-04-03\|80.75\|-6.40\|84.87\|86.10\|78.00\|217507;2026-04-07\|81.25\|0.62\|82.00\|82.67\|79.60\|125051;2026-04-08\|80.00\|-1.54\|80.95\|82.00\|79.42\|175691;2026-04-09\|77.42\|-3.23\|80.17\|81.00\|76.00\|167098;2026-04-10\|85.16\|10.00\|78.11\|85.16\|77.77\|275125;2026-04-13\|89.56\|5.17\|85.00\|91.15\|84.77\|273936;2026-04-14\|98.52\|10.00\|95.00\|98.52\|94.02\|143381;2026-04-15\|98.65\|0.13\|104.00\|108.02\|97.98\|400321;2026-04-16\|97.47\|-1.20\|98.92\|101.00\|97.04\|252317;2026-04-17\|98.05\|0.60\|97.98\|103.66\|97.50\|216411;2026-04-20\|96.11\|-1.98\|98.00\|99.88\|95.80\|162228;2026-04-21\|99.14\|3.15\|97.50\|100.38\|94.06\|229680;2026-04-22\|104.84\|5.75\|99.15\|105.83\|99.06\|232747;2026-04-23\|102.76\|-1.98\|104.00\|108.80\|100.00\|208761;2026-04-24\|104.06\|1.27\|101.20\|105.75\|99.50\|215875;2026-04-27\|109.30\|5.04\|104.06\|112.77\|103.33\|229562;2026-04-28\|108.41\|-0.81\|107.12\|111.09\|104.86\|226929;2026-04-29\|119.25\|10.00\|106.44\|119.25\|102.50\|277324;2026-04-30\|114.92\|-3.63\|120.00\|122.16\|114.50\|274043;2026-05-06\|120.40\|4.77\|115.66\|121.92\|115.66\|268436;2026-05-07\|108.58\|-9.82\|119.92\|120.40\|108.36\|352275;2026-05-08\|103.92\|-4.29\|108.48\|112.78\|103.02\|250149;2026-05-11\|104.66\|0.71\|104.53\|105.94\|102.80\|197831;2026-05-12\|103.88\|-0.75\|104.66\|106.63\|101.15\|169122;2026-05-13\|102.14\|-1.68\|102.20\|103.65\|100.21\|154783;2026-05-14\|97.40\|-4.64\|101.18\|104.60\|97.00\|175475;2026-05-15\|100.65\|3.34\|97.92\|103.00\|97.50\|182722;2026-05-18\|99.90\|-0.75\|98.00\|101.19\|95.46\|130176;2026-05-19\|97.15\|-2.75\|98.87\|99.80\|95.50\|127046;2026-05-20\|100.98\|3.94\|96.57\|101.76\|95.60\|179195;2026-05-21\|98.00\|-2.95\|101.52\|104.80\|97.43\|176526;2026-05-22\|97.21\|-0.77\|97.90\|97.96\|93.77\|122426;2026-05-25\|93.69\|-3.62\|97.15\|97.48\|92.40\|151343;2026-05-26\|91.79\|-2.03\|93.50\|94.21\|90.60\|108907;2026-05-27\|90.91\|-0.96\|91.77\|94.65\|90.00\|115196;2026-05-28\|90.06\|-0.94\|90.90\|92.74\|88.26\|90816;2026-05-29\|87.69\|-2.63\|90.22\|90.99\|87.02\|98605;2026-06-01\|89.55\|2.12\|88.10\|92.80\|87.83\|117249;2026-06-02\|87.51\|-2.28\|89.50\|89.55\|86.00\|98239;2026-06-03\|86.80\|-0.81\|87.00\|88.01\|85.90\|74125;2026-06-04\|84.00\|-3.23\|86.00\|86.00\|83.60\|95199;2026-06-05\|83.78\|-0.26\|84.00\|85.66\|82.08\|92510;2026-06-08\|79.30\|-5.35\|81.67\|83.78\|78.00\|100210;2026-06-09\|81.02\|2.17\|80.00\|81.88\|78.70\|93163;2026-06-10\|81.51\|0.60\|80.40\|83.33\|80.34\|76062;2026-06-11\|81.88\|0.45\|81.33\|84.78\|80.08\|127057;2026-06-12\|86.35\|5.46\|82.00\|87.34\|81.18\|194216;2026-06-15\|85.60\|-0.87\|86.65\|87.97\|83.88\|188377;2026-06-16\|91.05\|6.37\|85.65\|93.20\|84.21\|206506;2026-06-17\|96.48\|5.96\|89.32\|100.00\|89.05\|222455;2026-06-18\|92.70\|-3.92\|95.00\|97.36\|92.10\|178623;2026-06-22\|95.58\|3.11\|90.00\|96.83\|83.43\|233098;2026-06-23\|99.21\|3.80\|93.53\|99.28\|91.38\|221898;2026-06-24\|99.20\|-0.01\|100.28\|104.00\|95.97\|228879;2026-06-25\|93.78\|-5.46\|96.33\|98.80\|93.00\|200107;2026-06-26\|86.76\|-7.49\|93.70\|95.53\|86.00\|157688;2026-06-29\|87.70\|1.08\|85.03\|89.59\|84.72\|114819;2026-06-30\|89.37\|1.90\|86.55\|89.88\|85.50\|124014;2026-07-01\|91.39\|2.26\|89.90\|92.74\|85.68\|169727;2026-07-02\|94.80\|3.73\|90.20\|95.89\|89.56\|164092;2026-07-03\|89.88\|-5.19\|93.86\|93.86\|89.80\|137177;2026-07-06\|80.89\|-10.00\|86.00\|88.99\|80.89\|144478;2026-07-07\|80.40\|-0.61\|80.08\|82.90\|77.35\|117149;2026-07-08\|72.36\|-10.00\|79.13\|79.58\|72.36\|127023;2026-07-09\|70.80\|-2.16\|74.64\|74.70\|67.99\|173005;2026-07-10\|68.66\|-3.02\|70.80\|72.36\|68.61\|116565;2026-07-13\|65.54\|-4.54\|66.14\|68.14\|64.99\|111129;2026-07-14\|65.56\|0.03\|65.54\|66.00\|63.72\|81487;2026-07-15\|63.73\|-2.79\|66.00\|66.17\|63.40\|75296;2026-07-16\|62.00\|-2.71\|62.91\|64.08\|61.66\|67839;2026-07-17\|60.00\|-3.23\|62.00\|62.34\|59.60\|82420;2026-07-20\|56.01\|-6.65\|60.50\|60.88\|54.95\|116704;2026-07-21\|58.77\|4.93\|56.61\|58.88\|54.58\|115634;2026-07-22\|57.11\|-2.82\|58.51\|59.13\|56.80\|86196
55363	行业龙头业绩大增	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452
55362	行业龙头业绩大增	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-03-13\|133.00\|12.31\|116.16\|142.10\|114.18\|81876;2026-03-16\|139.06\|4.56\|129.10\|140.50\|122.23\|84297;2026-03-17\|128.70\|-7.45\|137.93\|138.00\|126.12\|81339;2026-03-18\|131.53\|2.20\|129.83\|135.99\|125.00\|69854;2026-03-19\|139.40\|5.98\|128.02\|148.00\|128.02\|75730;2026-03-20\|146.30\|4.95\|137.00\|155.89\|135.60\|75882;2026-03-23\|133.02\|-9.08\|140.00\|142.49\|128.94\|74466;2026-03-24\|157.00\|18.03\|137.20\|159.62\|132.00\|85477;2026-03-25\|152.00\|-3.18\|156.22\|169.99\|150.28\|93935;2026-03-26\|148.37\|-2.39\|151.50\|162.00\|147.77\|75422;2026-03-27\|138.92\|-6.37\|142.86\|146.88\|137.66\|101968;2026-03-30\|132.72\|-4.46\|135.62\|137.60\|132.50\|66047;2026-03-31\|129.78\|-2.22\|132.60\|135.59\|127.50\|64513;2026-04-01\|133.54\|2.90\|135.68\|135.98\|128.60\|65032;2026-04-02\|119.17\|-10.76\|130.00\|130.00\|117.58\|111001;2026-04-03\|123.26\|3.43\|119.10\|125.95\|117.58\|72770;2026-04-07\|128.80\|4.49\|125.51\|133.33\|124.00\|71296;2026-04-08\|130.50\|1.32\|130.00\|134.17\|123.12\|119568;2026-04-09\|134.16\|2.80\|129.94\|139.98\|128.64\|82082;2026-04-10\|136.95\|2.08\|133.00\|142.28\|132.00\|84086;2026-04-13\|142.57\|4.10\|135.70\|146.30\|134.01\|88639;2026-04-14\|159.60\|11.95\|145.05\|165.80\|142.00\|97330;2026-04-15\|162.98\|2.12\|161.90\|169.96\|156.25\|96569;2026-04-16\|154.35\|-5.30\|159.00\|160.80\|150.95\|90703;2026-04-17\|148.50\|-3.79\|153.77\|154.33\|147.90\|82106;2026-04-20\|148.95\|0.30\|150.24\|151.80\|146.28\|67386;2026-04-21\|152.61\|2.46\|147.20\|152.90\|142.00\|85988;2026-04-22\|159.94\|4.80\|150.35\|163.06\|148.00\|92934;2026-04-23\|147.12\|-8.02\|158.22\|159.79\|142.06\|87951;2026-04-24\|160.86\|9.34\|146.16\|162.95\|144.01\|96335;2026-04-27\|172.10\|6.99\|160.00\|176.00\|153.80\|80601;2026-04-28\|172.75\|0.38\|178.00\|185.97\|172.00\|80876;2026-04-29\|175.10\|1.36\|167.51\|179.93\|167.51\|70693;2026-04-30\|174.19\|-0.52\|174.60\|180.65\|167.00\|63503;2026-05-06\|188.00\|7.93\|176.62\|199.71\|175.38\|87606;2026-05-07\|190.00\|1.06\|188.00\|191.00\|181.55\|62548;2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917
55361	行业龙头业绩大增	AI算力PCB+券商首次覆盖买入行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-03-13\|40.32\|-2.87\|41.01\|42.49\|40.00\|430387;2026-03-16\|39.76\|-1.39\|39.70\|40.30\|38.50\|283746;2026-03-17\|36.81\|-7.42\|40.25\|40.55\|36.76\|399146;2026-03-18\|37.55\|2.01\|37.55\|37.96\|36.28\|249963;2026-03-19\|36.32\|-3.28\|36.92\|37.38\|35.90\|204503;2026-03-20\|36.34\|0.06\|37.02\|38.78\|36.00\|311573;2026-03-23\|35.07\|-3.49\|36.36\|37.28\|34.80\|296263;2026-03-24\|35.70\|1.80\|35.80\|36.05\|33.62\|272958;2026-03-25\|36.18\|1.34\|36.37\|37.22\|35.53\|290897;2026-03-26\|34.06\|-5.86\|35.53\|36.08\|33.56\|257547;2026-03-27\|33.41\|-1.91\|33.55\|34.13\|32.45\|229136;2026-03-30\|32.76\|-1.95\|32.81\|32.97\|31.98\|192828;2026-03-31\|31.97\|-2.41\|32.90\|33.77\|31.88\|167555;2026-04-01\|33.13\|3.63\|32.70\|33.40\|32.13\|225435;2026-04-02\|32.31\|-2.48\|33.00\|33.71\|32.04\|200831;2026-04-03\|31.11\|-3.71\|32.74\|32.88\|31.00\|151136;2026-04-07\|31.37\|0.84\|31.43\|32.10\|30.95\|136470;2026-04-08\|33.14\|5.64\|33.00\|33.48\|31.38\|210144;2026-04-09\|34.32\|3.56\|32.50\|35.32\|32.50\|322905;2026-04-10\|34.03\|-0.84\|34.70\|35.48\|33.90\|260817;2026-04-13\|33.25\|-2.29\|33.53\|34.06\|32.86\|177579;2026-04-14\|37.80\|13.68\|33.30\|37.87\|33.00\|520566;2026-04-15\|39.76\|5.19\|38.01\|41.49\|38.01\|524011;2026-04-16\|39.11\|-1.63\|39.21\|40.49\|38.81\|323744;2026-04-17\|39.30\|0.49\|39.24\|39.75\|38.00\|260226;2026-04-20\|37.57\|-4.40\|39.30\|39.32\|37.41\|264078;2026-04-21\|38.38\|2.16\|37.07\|39.11\|36.65\|229256;2026-04-22\|43.92\|14.43\|38.20\|44.33\|37.50\|546923;2026-04-23\|42.64\|-2.91\|43.63\|45.60\|42.10\|464983;2026-04-24\|40.29\|-5.51\|42.40\|43.00\|39.30\|325146;2026-04-27\|42.86\|6.38\|39.91\|44.28\|39.34\|423022;2026-04-28\|45.56\|6.30\|43.03\|46.00\|42.55\|369393;2026-04-29\|50.25\|10.29\|45.70\|51.81\|43.95\|417186;2026-04-30\|49.67\|-1.15\|49.54\|50.83\|48.44\|295773;2026-05-06\|52.00\|4.69\|50.00\|52.79\|48.60\|328160;2026-05-07\|58.74\|12.96\|52.00\|59.16\|50.70\|399609;2026-05-08\|58.06\|-1.16\|58.77\|61.66\|56.58\|461446;2026-05-11\|60.70\|4.55\|58.42\|62.79\|58.42\|375736;2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878;2026-07-13\|79.65\|-5.75\|88.01\|92.00\|78.93\|262537;2026-07-14\|84.88\|6.57\|80.80\|85.21\|77.20\|232804;2026-07-15\|80.08\|-5.66\|85.88\|88.88\|78.58\|185582;2026-07-16\|75.84\|-5.29\|78.67\|81.98\|74.68\|171787;2026-07-17\|63.44\|-16.35\|75.50\|75.84\|60.80\|417750;2026-07-20\|66.00\|4.04\|65.22\|69.78\|64.33\|432883;2026-07-21\|68.22\|3.36\|67.65\|68.94\|54.00\|396098;2026-07-22\|64.98\|-4.75\|67.84\|72.27\|64.13\|249373
55360	行业龙头业绩大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，预计一季报净利润11.8亿元-12.6亿，同比增长54.76%-65.25%	2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403
55359	行业龙头业绩大增	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-03-13\|10.69\|1.04\|10.41\|10.94\|10.40\|432774;2026-03-16\|11.04\|3.27\|10.69\|11.08\|10.55\|579474;2026-03-17\|10.38\|-5.98\|11.00\|11.00\|10.36\|575452;2026-03-18\|10.74\|3.47\|10.40\|10.83\|10.38\|432543;2026-03-19\|10.53\|-1.96\|10.40\|10.80\|10.39\|318544;2026-03-20\|9.91\|-5.89\|10.74\|10.80\|9.91\|424074;2026-03-23\|9.14\|-7.77\|9.69\|9.78\|9.07\|481049;2026-03-24\|9.50\|3.94\|9.35\|9.55\|9.09\|371282;2026-03-25\|9.69\|2.00\|9.51\|9.85\|9.51\|276330;2026-03-26\|9.40\|-2.99\|9.61\|9.72\|9.34\|207967;2026-03-27\|10.34\|10.00\|9.18\|10.34\|9.12\|411228;2026-03-30\|10.20\|-1.35\|10.15\|10.47\|10.03\|434994;2026-03-31\|9.84\|-3.53\|10.28\|10.28\|9.79\|330332;2026-04-01\|10.14\|3.05\|10.09\|10.40\|10.07\|348753;2026-04-02\|9.71\|-4.24\|10.20\|10.20\|9.59\|296897;2026-04-03\|9.70\|-0.10\|9.83\|9.98\|9.67\|253176;2026-04-07\|10.67\|10.00\|9.95\|10.67\|9.90\|338480;2026-04-08\|11.01\|3.19\|10.74\|11.08\|10.71\|1020913;2026-04-09\|11.10\|0.82\|10.81\|11.21\|10.75\|764651;2026-04-10\|10.94\|-1.44\|11.12\|11.20\|10.90\|556707;2026-04-13\|11.69\|6.86\|10.82\|11.97\|10.80\|959727;2026-04-14\|12.86\|10.01\|11.82\|12.86\|11.65\|614684;2026-04-15\|12.88\|0.16\|13.00\|14.14\|12.66\|1586654;2026-04-16\|12.89\|0.08\|12.80\|13.22\|12.51\|982647;2026-04-17\|12.94\|0.39\|12.94\|13.28\|12.86\|862370;2026-04-20\|13.28\|2.63\|13.04\|13.48\|12.88\|1000729;2026-04-21\|13.86\|4.37\|13.10\|14.60\|13.01\|1200628;2026-04-22\|13.88\|0.14\|13.62\|14.21\|13.19\|994649;2026-04-23\|13.87\|-0.07\|13.60\|14.20\|13.58\|781567;2026-04-24\|14.39\|3.75\|13.70\|14.76\|13.65\|979115;2026-04-27\|15.15\|5.28\|14.42\|15.32\|14.15\|979893;2026-04-28\|14.75\|-2.64\|14.91\|15.60\|14.37\|978894;2026-04-29\|14.34\|-2.78\|13.98\|14.96\|13.96\|1070104;2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668
55358	行业龙头业绩大增	HVLP铜箔+PCB+次新股+陕西国资行业原因： 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10日互动易，胜宏科技参与公司战略配售，双方以AI服务器PCB的超低轮廓高频铜箔装备为核心合作产品，公司正推进相关合作。 2、据2026年6月10日互动易，公司目前产能饱满，正在抓紧交付，募投项目将提升交付能力；据2026年3月26日招股说明书，公司率先开展芯片封装、高频高速电路领域关键装备研制，已实现1.5μm载体铜箔制备，英伟达计划将HVLP铜箔搭载于新一代AI加速器。 3、公司于2026-03-31日上市，据2026年3月26日招股说明书，公司是国内电解铜箔整体解决方案龙头，2024年阴极辊及铜箔钛阳极市占率均居国内第一，产品用于PCB制造；公司控股股东为西北有色金属研究院，实际控制人为陕西省财政厅。	2026-03上市
55357	亚马逊据称接近收购Globalstar，与星链竞争	涨停揭秘：航天南湖涨停受全球卫星互联网竞争升级催化，公司作为防空预警雷达主力供应商，受益于军品采购提速及军工板块轮动补涨；涨停缘由：亚马逊拟收购Globalstar加剧星链竞争，凸显我国空天防御体系建设紧迫性；公司雷达产品已成我国防空预警主力装备；军工板块在年报季后进入估值切换与订单预期驱动阶段；资金逻辑：主力资金回流高确定性军工核心配套企业，结合事件驱动与中报业绩预期提前布局；风险提示：军品交付节奏受预算执行影响存在季度波动；国际局势变化可能扰动装备采购计划	公司产品主要包括雷达及配套装备，防空预警雷达产品已成为我国防空预警领域的主力装备	2026-03-13\|38.48\|0.21\|38.23\|38.78\|37.24\|39887;2026-03-16\|39.43\|2.47\|38.90\|39.59\|37.51\|54963;2026-03-17\|38.02\|-3.58\|39.58\|39.74\|37.95\|28181;2026-03-18\|38.36\|0.89\|38.02\|38.65\|37.77\|22821;2026-03-19\|39.51\|3.00\|37.58\|39.55\|37.58\|57708;2026-03-20\|40.69\|2.99\|39.80\|41.83\|39.12\|96133;2026-03-23\|42.91\|5.46\|40.00\|44.66\|39.32\|137570;2026-03-24\|42.26\|-1.51\|43.00\|43.12\|40.70\|90650;2026-03-25\|41.66\|-1.42\|41.71\|42.50\|39.61\|111308;2026-03-26\|39.92\|-4.18\|40.83\|40.90\|39.62\|62992;2026-03-27\|40.91\|2.48\|39.65\|41.23\|39.06\|57716;2026-03-30\|43.98\|7.50\|40.12\|44.64\|40.12\|108708;2026-03-31\|42.84\|-2.59\|43.79\|45.25\|42.73\|73683;2026-04-01\|41.50\|-3.13\|43.53\|43.77\|41.35\|55133;2026-04-02\|40.77\|-1.76\|41.90\|42.19\|40.58\|38047;2026-04-03\|38.47\|-5.64\|40.77\|41.30\|38.36\|54603;2026-04-07\|37.75\|-1.87\|38.47\|38.73\|37.39\|33641;2026-04-08\|38.50\|1.99\|38.31\|39.48\|38.15\|91933;2026-04-09\|37.17\|-3.45\|38.22\|38.49\|36.50\|77931;2026-04-10\|38.35\|3.17\|37.44\|38.60\|37.44\|61270;2026-04-13\|41.67\|8.66\|38.07\|42.47\|38.07\|118526;2026-04-14\|46.10\|10.63\|42.50\|46.80\|41.99\|158760;2026-04-15\|45.85\|-0.54\|44.83\|46.25\|44.80\|79217;2026-04-16\|46.82\|2.12\|45.55\|47.68\|45.10\|73324;2026-04-17\|48.70\|4.02\|46.53\|49.55\|46.32\|95381;2026-04-20\|50.24\|3.16\|49.97\|53.79\|49.97\|130656;2026-04-21\|47.92\|-4.62\|50.12\|50.80\|47.50\|85955;2026-04-22\|50.96\|6.34\|46.31\|51.20\|46.10\|132606;2026-04-23\|46.12\|-9.50\|49.37\|50.68\|45.68\|95900;2026-04-24\|43.33\|-6.05\|46.46\|47.01\|43.18\|62541;2026-04-27\|43.02\|-0.72\|43.00\|43.38\|41.82\|71613;2026-04-28\|40.96\|-4.79\|42.91\|42.91\|40.41\|44963;2026-04-29\|39.65\|-3.20\|41.78\|41.78\|39.50\|52486;2026-04-30\|40.08\|1.08\|40.00\|40.50\|38.44\|72189;2026-05-06\|40.01\|-0.17\|40.08\|40.97\|39.61\|75441;2026-05-07\|39.74\|-0.67\|40.01\|40.21\|39.19\|54583;2026-05-08\|41.96\|5.59\|39.51\|42.49\|38.85\|116219;2026-05-11\|40.91\|-2.50\|42.15\|42.27\|40.70\|82563;2026-05-12\|39.92\|-2.42\|40.88\|40.88\|39.60\|65322;2026-05-13\|39.73\|-0.48\|39.32\|40.00\|39.02\|46004;2026-05-14\|37.65\|-5.24\|39.68\|40.10\|37.65\|53996;2026-05-15\|37.15\|-1.33\|37.51\|38.14\|36.88\|39734;2026-05-18\|37.29\|0.38\|35.22\|37.99\|35.22\|53978;2026-05-19\|36.37\|-2.47\|37.02\|37.37\|36.10\|40225;2026-05-20\|36.27\|-0.28\|36.00\|36.65\|35.60\|30106;2026-05-21\|35.08\|-3.28\|36.67\|36.88\|35.00\|44141;2026-05-22\|35.22\|0.40\|35.06\|35.41\|34.60\|30473;2026-05-25\|34.70\|-1.48\|35.02\|35.95\|34.03\|35935;2026-05-26\|33.70\|-2.88\|34.70\|34.75\|33.38\|37018;2026-05-27\|32.75\|-2.82\|34.10\|34.10\|32.43\|32914;2026-05-28\|32.95\|0.61\|33.21\|33.21\|32.06\|30881;2026-05-29\|31.30\|-5.01\|32.60\|33.20\|30.87\|38188;2026-06-01\|31.19\|-0.35\|31.33\|31.85\|31.01\|26347;2026-06-02\|29.46\|-5.55\|31.41\|31.47\|29.19\|98677;2026-06-03\|29.69\|0.78\|29.46\|30.56\|29.22\|57618;2026-06-04\|29.53\|-0.54\|30.14\|30.15\|29.23\|32875;2026-06-05\|29.52\|-0.03\|29.30\|29.96\|28.93\|37779;2026-06-08\|27.82\|-5.76\|29.00\|29.35\|27.44\|42982;2026-06-09\|28.05\|0.83\|28.32\|28.32\|27.32\|31812;2026-06-10\|27.35\|-2.50\|27.99\|28.88\|27.01\|35911;2026-06-11\|27.57\|0.80\|27.12\|27.85\|26.80\|30606;2026-06-12\|28.93\|5.05\|27.88\|29.73\|27.40\|56431;2026-06-15\|29.55\|2.14\|28.49\|29.97\|28.36\|43017;2026-06-16\|29.09\|-1.56\|29.64\|29.65\|28.88\|40045;2026-06-17\|28.81\|-0.96\|28.88\|29.35\|28.32\|27227;2026-06-18\|28.74\|-0.24\|28.76\|29.28\|28.23\|30281;2026-06-22\|28.41\|-1.15\|29.21\|29.24\|27.53\|34114;2026-06-23\|28.50\|0.32\|28.41\|29.99\|27.75\|55021;2026-06-24\|28.53\|0.11\|28.60\|28.71\|27.43\|36990;2026-06-25\|27.96\|-2.00\|28.40\|28.98\|27.70\|40653;2026-06-26\|27.51\|-1.61\|27.96\|28.00\|26.80\|41198;2026-06-29\|27.17\|-1.24\|27.47\|27.99\|26.81\|39872;2026-06-30\|28.13\|3.53\|27.13\|28.45\|27.01\|44822;2026-07-01\|28.92\|2.81\|28.20\|29.50\|28.10\|45412;2026-07-02\|27.84\|-3.73\|28.92\|29.19\|27.71\|41146;2026-07-03\|29.85\|7.22\|28.23\|30.17\|27.93\|67724;2026-07-06\|28.54\|-4.39\|29.87\|30.22\|27.90\|76645;2026-07-07\|27.89\|-2.28\|28.23\|29.00\|27.76\|50277;2026-07-08\|27.23\|-2.37\|27.75\|28.05\|27.10\|31048;2026-07-09\|27.15\|-0.29\|27.00\|27.68\|26.31\|32406;2026-07-10\|28.19\|3.83\|27.13\|29.47\|26.53\|65712;2026-07-13\|25.72\|-8.76\|28.45\|28.85\|25.60\|65587;2026-07-14\|24.88\|-3.27\|25.66\|25.76\|24.20\|49510;2026-07-15\|24.69\|-0.76\|25.70\|25.70\|24.51\|27008;2026-07-16\|24.75\|0.24\|24.86\|25.33\|24.25\|29684;2026-07-17\|23.28\|-5.94\|24.55\|24.89\|23.14\|37429;2026-07-20\|23.85\|2.45\|23.50\|24.77\|23.20\|50246;2026-07-21\|23.92\|0.29\|23.85\|24.12\|22.80\|46786;2026-07-22\|23.41\|-2.13\|23.92\|24.10\|23.20\|28329
55356	亚马逊据称接近收购Globalstar，与星链竞争	商业航天+卫星通信+芯片供应商行业原因： 1、据财闻1月23日报道，马斯克称SpaceX拟7月前完成IPO，蓝箭航天IPO状态同步变更为“已问询”，市场关注度持续提升。 2、证券时报1月23日报道，2026北京商业航天展将召开，爱建证券预判2026年为行业景气元年，规模化发射与回收验证启动。公司原因： 1、据2025年11月18日互动易，公司系6G卫星互联网核心芯片供应商，电源管理芯片等产品已定型卡位，受益于卫星通信及商业航天稳定发展，电源管理产品前三季度营收同比增92.2%。 2、据2025年11月7日机构调研纪要，公司部分产品已从2024年小批量、实验星阶段转入持续批量交付。 3、据2025年3月29日年报，公司主营高速高精度ADC/DAC、电源管理芯片、微系统及模组，覆盖“芯片-模组-系统”全链条，产品已批量供货中电科、中国航天科技等主流科研院所及民营航天企业。	公司为低轨通信卫星手机直连场景配套的芯片主要应用于卫星载荷	2026-03-13\|148.52\|-5.18\|156.02\|157.00\|148.22\|125360;2026-03-16\|149.99\|0.99\|150.15\|152.00\|145.93\|83118;2026-03-17\|144.55\|-3.63\|152.50\|152.92\|144.00\|71234;2026-03-18\|155.18\|7.35\|146.27\|156.06\|143.52\|142528;2026-03-19\|152.50\|-1.73\|151.11\|157.09\|149.88\|122180;2026-03-20\|146.69\|-3.81\|154.00\|154.30\|146.50\|106838;2026-03-23\|137.20\|-6.47\|141.92\|146.68\|136.00\|107535;2026-03-24\|140.99\|2.76\|142.00\|142.00\|135.38\|91021;2026-03-25\|141.23\|0.17\|143.31\|145.72\|140.02\|84059;2026-03-26\|141.41\|0.13\|145.00\|145.90\|137.70\|123467;2026-03-27\|139.15\|-1.60\|137.62\|140.90\|136.29\|79154;2026-03-30\|147.82\|6.23\|137.00\|148.60\|137.00\|146073;2026-03-31\|148.25\|0.29\|147.78\|156.06\|147.20\|188283;2026-04-01\|145.28\|-2.00\|151.69\|151.90\|143.11\|123635;2026-04-02\|140.02\|-3.62\|145.66\|147.36\|138.44\|103261;2026-04-03\|140.50\|0.34\|142.28\|147.63\|136.36\|112002;2026-04-07\|134.66\|-4.16\|140.00\|140.50\|134.00\|100087;2026-04-08\|155.00\|15.10\|140.00\|155.55\|140.00\|212071;2026-04-09\|148.38\|-4.27\|152.00\|153.00\|146.29\|143264;2026-04-10\|149.54\|0.78\|149.68\|155.20\|148.88\|135657;2026-04-13\|151.70\|1.44\|148.06\|156.81\|147.12\|140281;2026-04-14\|168.50\|11.07\|155.00\|169.24\|153.00\|233526;2026-04-15\|170.55\|1.22\|170.00\|175.88\|168.39\|221523;2026-04-16\|176.10\|3.25\|171.00\|182.21\|171.00\|193603;2026-04-17\|175.16\|-0.53\|173.00\|177.60\|172.00\|146419;2026-04-21\|147.76\|-15.64\|152.00\|157.64\|142.88\|407561;2026-04-22\|153.68\|4.01\|145.70\|154.63\|144.70\|191925;2026-04-23\|158.73\|3.29\|158.80\|166.88\|155.00\|175621;2026-04-24\|154.92\|-2.40\|159.49\|163.99\|153.05\|136244;2026-04-27\|144.89\|-6.47\|152.00\|152.78\|143.00\|157233;2026-04-28\|130.17\|-10.16\|147.00\|147.86\|130.02\|184255;2026-04-29\|121.05\|-7.01\|125.00\|128.88\|116.98\|188088;2026-04-30\|130.38\|7.71\|122.48\|132.00\|120.00\|145276;2026-05-06\|133.41\|2.32\|131.93\|138.22\|130.39\|115442;2026-05-07\|134.45\|0.78\|135.00\|135.90\|132.08\|117056;2026-05-08\|135.61\|0.86\|133.30\|138.00\|131.69\|179351;2026-05-11\|150.58\|11.04\|141.88\|153.09\|140.02\|169336;2026-05-12\|152.60\|1.34\|152.30\|156.55\|147.63\|122969;2026-05-13\|154.60\|1.31\|150.00\|158.88\|150.00\|114007;2026-05-14\|142.20\|-8.02\|152.66\|154.30\|141.91\|142393;2026-05-15\|143.25\|0.74\|142.00\|146.64\|139.39\|92412;2026-05-18\|138.85\|-3.07\|140.01\|146.50\|138.50\|93577;2026-05-19\|139.16\|0.22\|140.06\|141.06\|133.10\|92815;2026-05-20\|133.85\|-3.82\|138.00\|140.00\|133.85\|90968;2026-05-21\|131.70\|-1.61\|131.01\|138.73\|130.80\|101024;2026-05-22\|129.20\|-1.90\|132.00\|133.00\|127.01\|86730;2026-05-25\|126.00\|-2.48\|129.20\|130.90\|122.10\|117558;2026-05-26\|125.19\|-0.64\|125.00\|128.79\|120.80\|91267;2026-05-27\|128.75\|2.84\|127.64\|134.00\|126.60\|108093;2026-05-28\|130.78\|1.58\|131.00\|133.33\|127.50\|80571;2026-05-29\|118.68\|-9.25\|129.10\|129.50\|118.00\|102674;2026-06-01\|105.90\|-10.77\|118.00\|118.63\|105.11\|101961;2026-06-02\|105.30\|-0.57\|107.90\|108.65\|104.00\|75160;2026-06-03\|109.50\|3.99\|105.96\|112.62\|105.11\|85372;2026-06-04\|106.70\|-2.56\|107.00\|110.19\|106.08\|54643;2026-06-05\|114.00\|6.84\|109.95\|116.58\|106.58\|100473;2026-06-08\|110.20\|-3.33\|110.02\|116.90\|109.12\|71380;2026-06-09\|111.86\|1.51\|110.75\|113.19\|107.01\|53986;2026-06-10\|109.54\|-2.07\|111.81\|115.86\|109.00\|50065;2026-06-11\|110.98\|1.31\|108.46\|111.48\|105.00\|52189;2026-06-12\|109.00\|-1.78\|114.00\|115.66\|108.86\|57807;2026-06-15\|110.30\|1.19\|109.00\|110.53\|103.99\|63837;2026-06-16\|108.95\|-1.22\|113.00\|115.02\|108.08\|70114;2026-06-17\|81.82\|5.09\|77.50\|84.50\|76.98\|125504;2026-06-18\|85.15\|4.07\|80.50\|85.90\|80.40\|123564;2026-06-22\|80.20\|-5.81\|84.80\|85.55\|78.58\|124234;2026-06-23\|73.01\|-8.97\|77.61\|77.77\|72.55\|122912;2026-06-24\|73.20\|0.26\|72.69\|75.40\|70.03\|91811;2026-06-25\|68.31\|-6.68\|72.11\|73.60\|68.21\|136244;2026-06-26\|70.00\|2.47\|68.31\|73.09\|64.88\|171879;2026-06-29\|72.50\|3.57\|69.00\|72.72\|69.00\|110446;2026-06-30\|78.36\|8.08\|74.66\|78.78\|73.80\|128390;2026-07-01\|82.96\|5.87\|78.48\|84.90\|78.38\|139514;2026-07-02\|81.37\|-1.92\|82.00\|86.45\|80.76\|110107;2026-07-03\|92.40\|13.56\|82.66\|94.00\|82.66\|171772;2026-07-06\|88.86\|-3.83\|96.60\|99.41\|88.80\|193938;2026-07-07\|86.69\|-2.44\|87.00\|92.93\|84.00\|140744;2026-07-08\|85.00\|-1.95\|85.00\|90.00\|84.20\|104040;2026-07-09\|92.05\|8.29\|85.06\|92.08\|82.69\|129296;2026-07-10\|95.68\|3.94\|91.74\|109.87\|91.20\|288999;2026-07-13\|86.72\|-9.36\|97.65\|97.65\|84.00\|199213;2026-07-14\|77.75\|-10.34\|84.00\|86.00\|73.78\|172579;2026-07-15\|75.28\|-3.18\|77.50\|79.79\|74.90\|93861;2026-07-16\|72.10\|-4.22\|73.00\|77.77\|71.60\|93096;2026-07-17\|62.22\|-13.70\|71.18\|72.00\|62.22\|134412;2026-07-20\|59.00\|-5.18\|64.54\|64.93\|57.51\|112887;2026-07-21\|63.50\|7.63\|59.99\|64.20\|55.50\|121678;2026-07-22\|64.20\|1.10\|62.50\|66.68\|62.48\|91733
55355	亚马逊据称接近收购Globalstar，与星链竞争	数据中心电源+算力+商业航天行业原因：摩根士丹利近日对英伟达下一代Rubin机柜进行了自下而上的物料清单（BOM）拆解。报告显示，Rubin VR200 NVL72机柜的整体价值较上一代产品显著提升，其中，电源增长约32%。公司原因： 1、据2026年5月24日投资者关系活动记录表，公司数据中心二次电源国内月产能已达20万只，预计2026年7月提升至30万只。 2、据2026年5月22日投资者关系活动记录表，公司数据中心电源海外业务已实现一家大型数据中心客户批量供货，另有3至4家海外重点客户处于产品验证周期；国内已完成联想、超云、海康、比亚迪等企业审厂认证。 3、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，公司在商业航天低轨卫星领域，电源组件产品已在轨运行一年质量稳定；低轨卫星用电源模块系列化产品正在研制中，并承接了太空算力电源关键技术研发任务。	公司为是国内军用电源国产化细分龙头，2024年启动首款通用低轨卫星用有源钳位PWM控制器芯片研制，可广泛用于商业航天飞行器电源	2026-03-13\|27.10\|-4.00\|28.05\|28.30\|26.99\|157063;2026-03-16\|27.30\|0.74\|27.11\|27.46\|26.37\|129215;2026-03-17\|25.53\|-6.48\|27.37\|27.48\|25.48\|195524;2026-03-18\|26.12\|2.31\|25.78\|26.19\|25.26\|117900;2026-03-19\|25.42\|-2.68\|25.78\|25.95\|25.28\|97728;2026-03-20\|24.45\|-3.82\|25.59\|25.80\|24.39\|136215;2026-03-23\|23.00\|-5.93\|23.88\|24.49\|22.80\|162677;2026-03-24\|23.39\|1.70\|23.73\|23.75\|22.48\|159943;2026-03-25\|23.42\|0.13\|23.39\|23.85\|23.15\|132238;2026-03-26\|22.90\|-2.22\|23.45\|23.62\|22.70\|115571;2026-03-27\|22.87\|-0.13\|22.48\|23.18\|22.39\|101390;2026-03-30\|23.27\|1.75\|22.63\|23.32\|22.35\|123130;2026-03-31\|22.74\|-2.28\|23.33\|23.69\|22.62\|131880;2026-04-01\|23.60\|3.78\|23.30\|23.95\|23.06\|169480;2026-04-02\|23.13\|-1.99\|23.47\|24.10\|22.98\|149143;2026-04-03\|22.71\|-1.82\|23.40\|23.53\|22.68\|104185;2026-04-07\|23.00\|1.28\|22.90\|23.44\|22.86\|96505;2026-04-08\|24.64\|7.13\|23.83\|24.90\|23.83\|211132;2026-04-09\|24.38\|-1.06\|25.00\|25.05\|24.31\|165010;2026-04-10\|24.65\|1.11\|24.54\|25.24\|24.47\|146229;2026-04-13\|24.77\|0.49\|24.31\|24.95\|24.31\|125004;2026-04-14\|27.57\|11.30\|25.12\|27.74\|25.01\|392225;2026-04-15\|27.08\|-1.78\|27.89\|29.02\|26.98\|387904;2026-04-16\|27.86\|2.88\|26.80\|28.76\|26.33\|305605;2026-04-17\|29.41\|5.56\|28.07\|29.73\|27.78\|361474;2026-04-20\|29.68\|0.92\|28.98\|30.30\|28.83\|302913;2026-04-21\|29.52\|-0.54\|28.82\|30.23\|28.76\|305904;2026-04-22\|30.52\|3.39\|29.05\|30.99\|28.81\|335284;2026-04-23\|29.86\|-2.16\|30.31\|30.65\|29.21\|207485;2026-04-24\|29.50\|-1.21\|29.68\|30.28\|29.14\|194518;2026-04-27\|30.06\|1.90\|29.07\|30.96\|29.07\|220152;2026-04-28\|28.69\|-4.56\|29.69\|29.79\|28.45\|234553;2026-04-29\|29.09\|1.39\|28.56\|29.58\|27.99\|235321;2026-04-30\|28.59\|-1.72\|29.00\|29.15\|27.97\|199599;2026-05-06\|29.28\|2.41\|29.00\|30.08\|28.73\|221851;2026-05-07\|29.75\|1.61\|29.50\|29.88\|28.60\|200988;2026-05-08\|29.25\|-1.68\|29.40\|29.58\|28.77\|165812;2026-05-11\|28.91\|-1.16\|29.49\|30.10\|28.90\|190538;2026-05-12\|28.91\|0.00\|29.78\|30.07\|28.70\|334557;2026-05-13\|30.50\|5.50\|28.67\|30.68\|28.11\|371901;2026-05-14\|29.39\|-3.64\|30.68\|31.08\|29.37\|298536;2026-05-15\|28.85\|-1.84\|29.51\|29.90\|27.80\|312142;2026-05-18\|30.92\|7.17\|29.30\|32.15\|29.01\|389185;2026-05-19\|31.33\|1.33\|30.88\|31.56\|30.12\|283211;2026-05-20\|32.77\|4.60\|33.61\|34.29\|31.56\|408362;2026-05-21\|29.81\|-9.03\|33.44\|33.70\|29.50\|451160;2026-05-22\|33.32\|11.77\|30.00\|34.03\|29.50\|514585;2026-05-25\|39.00\|17.05\|37.21\|39.98\|36.66\|883209;2026-05-26\|40.43\|3.67\|37.84\|40.50\|37.20\|639584;2026-05-27\|38.67\|-4.35\|40.65\|42.43\|37.92\|621100;2026-05-28\|37.79\|-2.28\|38.88\|39.50\|36.88\|413745;2026-05-29\|35.39\|-6.35\|37.79\|38.50\|34.94\|401846;2026-06-01\|35.20\|-0.54\|35.40\|37.39\|35.00\|282662;2026-06-02\|35.74\|1.53\|35.16\|36.18\|33.56\|295664;2026-06-03\|35.35\|-1.09\|35.56\|36.55\|34.10\|398028;2026-06-04\|35.93\|1.64\|34.91\|37.74\|34.56\|328769;2026-06-05\|33.83\|-5.84\|36.02\|36.31\|33.61\|314075;2026-06-08\|31.37\|-7.27\|32.18\|33.48\|30.90\|256277;2026-06-09\|37.64\|19.99\|33.00\|37.64\|32.47\|521853;2026-06-10\|35.71\|-5.13\|36.80\|38.33\|35.38\|432862;2026-06-11\|34.88\|-2.32\|35.79\|36.34\|34.22\|268063;2026-06-12\|33.65\|-3.53\|35.56\|36.11\|33.47\|279753;2026-06-15\|36.06\|7.16\|35.00\|36.30\|34.06\|328449;2026-06-16\|39.11\|8.46\|36.11\|39.26\|35.07\|482273;2026-06-17\|37.66\|-3.71\|38.03\|39.50\|37.26\|415461;2026-06-18\|37.05\|-1.62\|37.70\|37.88\|36.72\|315619;2026-06-22\|36.71\|-0.92\|37.08\|38.00\|35.34\|262428;2026-06-23\|33.70\|-8.20\|36.18\|36.18\|33.40\|294051;2026-06-24\|33.19\|-1.51\|33.20\|33.58\|32.39\|232444;2026-06-25\|32.70\|-1.48\|32.93\|33.44\|31.88\|250309;2026-06-26\|30.06\|-8.07\|32.12\|32.44\|29.99\|273129;2026-06-29\|28.62\|-4.79\|29.94\|30.36\|27.54\|299151;2026-06-30\|30.06\|5.03\|28.71\|30.76\|28.21\|226298;2026-07-01\|27.96\|-6.99\|29.80\|29.89\|27.83\|238636;2026-07-02\|26.90\|-3.79\|27.44\|28.79\|26.83\|226076;2026-07-03\|26.35\|-2.04\|26.92\|27.39\|26.32\|182882;2026-07-06\|27.22\|3.30\|26.68\|29.00\|26.50\|321563;2026-07-07\|26.06\|-4.26\|27.46\|28.08\|26.01\|191261;2026-07-08\|25.31\|-2.88\|26.24\|26.37\|24.81\|237490;2026-07-09\|26.99\|6.64\|26.00\|27.55\|24.92\|319595;2026-07-10\|27.37\|1.41\|26.88\|28.50\|26.53\|306174;2026-07-13\|24.24\|-11.44\|27.10\|27.10\|24.04\|286770;2026-07-14\|26.43\|9.03\|23.83\|26.82\|23.02\|273243;2026-07-15\|26.99\|2.12\|26.50\|28.04\|26.50\|327890;2026-07-16\|25.10\|-7.00\|26.72\|26.79\|25.00\|179546;2026-07-17\|22.06\|-12.11\|25.07\|25.10\|21.80\|274272;2026-07-20\|20.89\|-5.30\|22.92\|23.20\|20.11\|259180;2026-07-21\|23.95\|14.65\|20.99\|23.99\|19.56\|361221;2026-07-22\|23.25\|-2.92\|23.37\|24.38\|23.10\|204641
55354	亚马逊据称接近收购Globalstar，与星链竞争	涨停揭秘：公司中标星网研究院终端验证系统项目，叠加英伟达发布“太空计算”平台及长征火箭密集首飞，强化其在6G星地融合通信领域的核心地位；涨停缘由：中标上海卫星互联网研究院终端验证评估系统；星地融合为6G关键技术方向；自研5类核心芯片覆盖数字中频、收发信机等；参与多项国家级星网科研项目；资金逻辑：航天通信板块资金集中度提升，公司作为央企背景+技术壁垒高的星地融合平台型公司获主力持续加仓；风险提示：星网项目执行周期长，收入确认节奏较慢；芯片自研投入大，短期盈利承压。	1、公司下属子公司大唐联仪近期中标上海卫星互联网研究院终端验证评估系统及重庆星网网络系统研究院载荷测试子系统采购项目； 2、公司表示星地融合是面向6G布局的关键技术方向之一，公司在持续开展5G/6G星地融合通信技术的研究与验证； 3、公司通过自研及与国内芯片设计企业合作，规划布局了 5 核心芯片，包含数字中频、收发信机等芯片	2026-03-13\|14.60\|-4.76\|15.15\|15.28\|14.49\|583485;2026-03-16\|14.36\|-1.64\|14.50\|14.74\|13.92\|668692;2026-03-17\|13.95\|-2.86\|14.61\|14.70\|13.88\|514660;2026-03-18\|16.00\|14.70\|14.12\|16.05\|13.89\|1240073;2026-03-19\|15.45\|-3.44\|15.50\|16.20\|15.30\|941324;2026-03-20\|14.99\|-2.98\|15.70\|15.77\|14.89\|673636;2026-03-23\|14.11\|-5.87\|14.59\|15.00\|13.92\|757971;2026-03-24\|14.30\|1.35\|14.45\|14.50\|13.66\|636133;2026-03-25\|14.24\|-0.42\|14.50\|14.88\|14.10\|546448;2026-03-26\|13.80\|-3.09\|14.60\|14.68\|13.49\|710826;2026-03-27\|14.21\|2.97\|13.40\|14.48\|13.35\|604770;2026-03-30\|14.71\|3.52\|13.93\|14.96\|13.87\|682123;2026-03-31\|14.92\|1.43\|14.75\|15.64\|14.57\|877601;2026-04-01\|14.96\|0.27\|15.25\|15.26\|14.60\|533065;2026-04-02\|14.45\|-3.41\|14.65\|15.03\|14.37\|358540;2026-04-03\|14.33\|-0.83\|14.65\|14.92\|14.11\|563005;2026-04-07\|13.80\|-3.70\|14.37\|14.45\|13.52\|582804;2026-04-08\|15.25\|10.51\|14.45\|15.30\|14.45\|872633;2026-04-09\|15.50\|1.64\|14.90\|15.98\|14.60\|816293;2026-04-10\|14.98\|-3.35\|15.60\|15.78\|14.92\|659572;2026-04-13\|14.84\|-0.93\|14.80\|15.24\|14.64\|475297;2026-04-14\|16.52\|11.32\|15.14\|16.98\|14.96\|1364364;2026-04-15\|16.89\|2.24\|16.85\|17.52\|16.61\|1534979;2026-04-16\|17.37\|2.84\|16.72\|17.80\|16.70\|1034005;2026-04-17\|17.49\|0.69\|17.30\|17.66\|17.00\|842167;2026-04-20\|17.97\|2.74\|17.40\|18.95\|17.25\|1149767;2026-04-21\|17.73\|-1.34\|17.55\|18.33\|17.44\|892236;2026-04-22\|17.95\|1.24\|17.52\|18.09\|17.10\|775878;2026-04-23\|17.70\|-1.39\|17.80\|18.05\|17.12\|831602;2026-04-24\|17.00\|-3.95\|17.41\|17.59\|16.75\|835822;2026-04-27\|17.20\|1.18\|17.09\|18.10\|16.70\|902929;2026-04-28\|17.45\|1.45\|17.13\|18.27\|16.45\|934286;2026-04-29\|18.11\|3.78\|17.27\|18.17\|17.01\|793038;2026-04-30\|19.58\|8.12\|18.08\|19.79\|17.69\|1206695;2026-05-06\|20.38\|4.09\|19.34\|20.96\|19.10\|1221460;2026-05-07\|20.70\|1.57\|20.38\|20.88\|20.00\|946052;2026-05-08\|21.77\|5.17\|20.54\|21.94\|20.41\|1018369;2026-05-11\|22.45\|3.12\|22.60\|24.30\|22.21\|1366844;2026-05-12\|21.92\|-2.36\|22.57\|23.40\|21.72\|968582;2026-05-13\|22.16\|1.09\|21.89\|22.39\|21.31\|1017041;2026-05-14\|20.60\|-7.04\|22.50\|22.70\|20.60\|1098914;2026-05-15\|19.81\|-3.83\|20.75\|20.75\|19.52\|991630;2026-05-18\|19.77\|-0.20\|19.96\|20.70\|19.32\|842479;2026-05-19\|19.35\|-2.12\|19.66\|19.76\|18.80\|724930;2026-05-20\|19.20\|-0.78\|19.20\|19.57\|18.92\|642246;2026-05-21\|18.12\|-5.62\|19.47\|19.78\|18.01\|839322;2026-05-22\|18.60\|2.65\|18.18\|18.73\|17.71\|587043;2026-05-25\|18.69\|0.48\|18.94\|18.97\|17.88\|638931;2026-05-26\|17.90\|-4.23\|18.55\|18.56\|17.60\|685420;2026-05-27\|17.49\|-2.29\|18.22\|18.23\|17.26\|557941;2026-05-28\|17.86\|2.12\|17.60\|18.18\|17.10\|615752;2026-05-29\|16.14\|-9.63\|17.35\|17.44\|15.70\|1102791;2026-06-01\|15.27\|-5.39\|15.98\|16.09\|15.23\|734340;2026-06-02\|15.72\|2.95\|15.50\|15.99\|14.91\|615307;2026-06-03\|16.30\|3.69\|15.72\|16.77\|15.61\|654837;2026-06-04\|15.93\|-2.27\|16.07\|16.38\|15.71\|460015;2026-06-05\|16.98\|6.59\|16.30\|18.17\|15.97\|1125624;2026-06-08\|15.72\|-7.42\|16.33\|17.14\|15.63\|828467;2026-06-09\|16.20\|3.05\|15.97\|16.36\|15.51\|599891;2026-06-10\|15.70\|-3.09\|16.02\|16.80\|15.51\|524125;2026-06-11\|15.75\|0.32\|15.39\|16.07\|15.30\|446144;2026-06-12\|15.87\|0.76\|16.08\|17.09\|15.79\|769287;2026-06-15\|15.51\|-2.27\|15.51\|15.77\|14.98\|722789;2026-06-16\|15.33\|-1.16\|15.78\|15.97\|15.24\|672317;2026-06-17\|17.37\|13.31\|15.35\|17.45\|15.13\|1251511;2026-06-18\|17.72\|2.02\|17.35\|18.63\|16.96\|1100446;2026-06-22\|17.61\|-0.62\|17.60\|17.83\|16.82\|852448;2026-06-23\|16.91\|-3.98\|17.30\|17.48\|16.81\|561413;2026-06-24\|17.71\|4.73\|16.80\|17.99\|16.50\|746016;2026-06-25\|18.13\|2.37\|17.70\|18.88\|17.41\|841250;2026-06-26\|19.51\|7.61\|17.85\|20.10\|17.62\|1205881;2026-06-29\|18.91\|-3.08\|19.30\|20.03\|18.76\|936792;2026-06-30\|19.84\|4.92\|19.26\|19.97\|19.03\|813274;2026-07-01\|20.41\|2.87\|19.55\|20.86\|19.43\|897510;2026-07-02\|19.08\|-6.52\|20.05\|20.49\|19.01\|757777;2026-07-03\|21.15\|10.85\|19.05\|21.58\|18.94\|1080208;2026-07-06\|19.67\|-7.00\|21.69\|22.15\|19.58\|918544;2026-07-07\|19.84\|0.86\|19.60\|20.88\|19.25\|763591;2026-07-08\|18.07\|-8.92\|19.58\|20.05\|18.07\|750524;2026-07-09\|20.62\|14.11\|18.19\|20.79\|18.07\|873106;2026-07-10\|22.28\|8.05\|20.51\|24.44\|20.10\|1956734;2026-07-13\|18.60\|-16.52\|21.70\|21.70\|18.19\|1411128;2026-07-14\|16.57\|-10.91\|17.98\|17.98\|15.94\|1092212;2026-07-15\|16.28\|-1.75\|16.45\|17.39\|16.18\|639324;2026-07-16\|15.08\|-7.37\|16.00\|16.60\|14.93\|710761;2026-07-17\|13.17\|-12.67\|14.90\|14.90\|12.92\|901917;2026-07-20\|12.26\|-6.91\|13.55\|13.74\|11.85\|828876;2026-07-21\|13.32\|8.65\|12.36\|13.50\|11.22\|832686;2026-07-22\|12.90\|-3.15\|13.05\|13.45\|12.80\|610733
55353	亚马逊据称接近收购Globalstar，与星链竞争	卫星核心网+商业航天+低空经济行业原因： 1、据上海证券报1月8日报道，国内首个海上回收复用火箭基地在杭州开工，标志可回收火箭量产提速。 2、中信建投指出，2026年多型可回收火箭首飞、星座组网加速，行业迎密集催化。公司原因： 1、据2025年12月17日投资者关系活动记录表及互动易，公司系中国电信“天通一号”卫星核心网独家供应商，已中标2025年天通核心网license扩容项目，实现300万-500万共计200万用户license扩容，系统承载能力升至500万用户。 2、据2025年12月19日投资者关系活动记录表，公司2025年度拟向特定对象发行股票募资不超10.69亿元，重点投向“卫星互联网通信产品研发及产业化项目”，围绕地面核心网、星载核心网、卫星智能终端三大方向持续研发。 3、据2025年12月17日投资者关系活动记录表，公司布局低空经济，推出低空指挥调度与融合终端，2025年11月子公司深圳反重力科技完成纯电动单人智能飞行器首次公开试飞，并联合东源县国有资本投资集团等成立河源市万绿湖低空经济发展有限公司。	公司可提供卫星5G核心网通信系统，已经服务于天通一号和他国合作卫星，低轨卫星原型机系统已经交付	2026-03-13\|40.24\|-3.69\|41.20\|41.88\|40.15\|54933;2026-03-16\|40.81\|1.42\|40.80\|41.16\|39.93\|47528;2026-03-17\|39.56\|-3.06\|41.08\|41.50\|39.44\|43950;2026-03-18\|42.25\|6.80\|40.00\|42.45\|39.39\|69227;2026-03-19\|40.68\|-3.72\|41.55\|41.98\|40.44\|54423;2026-03-20\|39.01\|-4.11\|40.78\|41.50\|39.01\|50289;2026-03-23\|37.92\|-2.79\|38.30\|40.22\|37.71\|70762;2026-03-24\|39.62\|4.48\|39.00\|39.85\|37.31\|74290;2026-03-25\|40.18\|1.41\|39.87\|40.98\|39.67\|45323;2026-03-26\|39.57\|-1.52\|40.59\|40.81\|38.57\|49353;2026-03-27\|41.42\|4.68\|39.31\|42.17\|38.20\|69323;2026-03-30\|41.76\|0.82\|40.86\|42.45\|40.84\|70711;2026-03-31\|41.42\|-0.81\|41.36\|42.91\|41.36\|70373;2026-04-01\|41.08\|-0.82\|42.20\|42.50\|40.68\|51166;2026-04-02\|39.67\|-3.43\|40.82\|41.27\|39.40\|44189;2026-04-03\|39.40\|-0.68\|39.99\|40.79\|39.00\|39449;2026-04-07\|39.10\|-0.76\|39.88\|39.88\|38.82\|28828;2026-04-08\|42.08\|7.62\|40.26\|42.16\|40.20\|76563;2026-04-09\|41.89\|-0.45\|41.93\|42.58\|40.95\|48113;2026-04-10\|40.88\|-2.41\|42.60\|42.99\|40.86\|54573;2026-04-13\|42.71\|4.48\|41.00\|43.59\|40.63\|89344;2026-04-14\|47.80\|11.92\|43.00\|48.66\|42.40\|165444;2026-04-15\|47.20\|-1.26\|48.65\|49.50\|46.88\|128675;2026-04-16\|47.60\|0.85\|47.48\|47.90\|46.20\|84906;2026-04-17\|47.67\|0.15\|47.01\|48.25\|47.00\|78135;2026-04-20\|49.45\|3.73\|48.39\|49.88\|47.72\|125379;2026-04-21\|51.00\|3.13\|49.03\|51.15\|48.78\|103115;2026-04-22\|50.84\|-0.31\|50.06\|51.80\|49.51\|106248;2026-04-23\|46.69\|-8.16\|50.40\|50.40\|46.60\|131364;2026-04-24\|44.95\|-3.73\|46.45\|46.45\|43.46\|114350;2026-04-27\|44.68\|-0.60\|44.73\|45.21\|43.50\|60311;2026-04-28\|41.81\|-6.42\|44.68\|44.85\|41.67\|84128;2026-04-29\|42.45\|1.53\|41.47\|43.20\|41.10\|56559;2026-04-30\|47.03\|10.79\|42.01\|47.89\|42.00\|142525;2026-05-06\|48.67\|3.49\|47.30\|50.51\|47.30\|111019;2026-05-07\|50.81\|4.40\|48.82\|52.12\|48.70\|95697;2026-05-08\|54.20\|6.67\|50.20\|54.48\|50.17\|127083;2026-05-11\|53.61\|-1.09\|53.80\|54.69\|52.33\|103402;2026-05-12\|52.66\|-1.77\|53.20\|53.80\|51.70\|79573;2026-05-13\|52.76\|0.19\|52.14\|53.30\|51.58\|71185;2026-05-14\|52.57\|-0.36\|52.75\|53.97\|51.88\|85529;2026-05-15\|50.13\|-4.64\|52.58\|53.00\|49.33\|88789;2026-05-18\|50.42\|0.58\|50.24\|51.82\|49.25\|67722;2026-05-19\|50.19\|-0.46\|50.26\|51.00\|48.65\|50605;2026-05-20\|51.11\|1.83\|50.45\|51.58\|49.30\|61464;2026-05-21\|48.80\|-4.52\|51.00\|53.50\|48.59\|84595;2026-05-22\|49.89\|2.23\|50.33\|51.45\|49.03\|55978;2026-05-25\|51.88\|3.99\|50.89\|52.30\|48.48\|66017;2026-05-26\|51.62\|-0.50\|51.37\|52.05\|48.70\|75260;2026-05-27\|49.52\|-4.07\|52.10\|52.60\|49.18\|68710;2026-05-28\|52.95\|6.93\|49.43\|53.65\|48.96\|94432;2026-05-29\|47.50\|-10.29\|53.00\|53.88\|47.38\|109345;2026-06-01\|45.90\|-3.37\|48.15\|48.66\|45.87\|51484;2026-06-02\|44.40\|-3.27\|45.45\|46.71\|44.00\|53103;2026-06-03\|45.95\|3.49\|44.81\|47.90\|43.83\|57787;2026-06-04\|45.14\|-1.76\|45.63\|46.67\|44.80\|34531;2026-06-05\|46.56\|3.15\|45.63\|47.80\|44.53\|61747;2026-06-08\|42.98\|-7.69\|44.98\|46.19\|42.03\|64027;2026-06-09\|43.69\|1.65\|43.50\|43.98\|41.66\|54961;2026-06-10\|42.47\|-2.79\|43.58\|43.98\|41.33\|48784;2026-06-11\|41.27\|-2.83\|42.31\|42.59\|40.76\|54024;2026-06-12\|43.71\|5.91\|42.01\|44.60\|41.66\|60588;2026-06-15\|44.42\|1.62\|44.00\|45.40\|43.40\|44155;2026-06-16\|46.00\|3.56\|45.00\|46.59\|43.80\|56156;2026-06-17\|45.72\|-0.61\|46.25\|47.00\|45.32\|40647;2026-06-18\|46.14\|0.92\|45.27\|47.60\|45.12\|46013;2026-06-22\|43.66\|-5.37\|46.64\|48.00\|42.78\|59467;2026-06-23\|46.00\|5.36\|42.80\|47.30\|42.40\|79485;2026-06-24\|46.50\|1.09\|46.50\|46.62\|44.20\|51871;2026-06-25\|44.34\|-4.65\|46.64\|47.75\|43.80\|60517;2026-06-26\|44.80\|1.04\|43.89\|46.87\|42.88\|62846;2026-06-29\|45.20\|0.89\|45.50\|46.33\|43.91\|60930;2026-06-30\|48.08\|6.37\|45.60\|48.30\|45.11\|87987;2026-07-01\|49.34\|2.62\|48.00\|50.21\|47.19\|76994;2026-07-02\|49.90\|1.14\|50.00\|52.18\|47.63\|98317;2026-07-03\|52.10\|4.41\|49.90\|52.68\|49.71\|91255;2026-07-06\|52.14\|0.08\|53.70\|55.86\|51.00\|105928;2026-07-07\|46.78\|-10.28\|51.71\|51.71\|46.73\|71372;2026-07-08\|45.07\|-3.66\|46.91\|47.39\|44.58\|47078;2026-07-09\|46.91\|4.08\|45.06\|47.19\|43.65\|40591;2026-07-10\|49.00\|4.46\|46.90\|51.93\|45.87\|93399;2026-07-13\|42.89\|-12.47\|48.41\|48.41\|42.53\|72623;2026-07-14\|40.49\|-5.60\|42.23\|42.89\|39.27\|60863;2026-07-15\|39.96\|-1.31\|41.40\|41.41\|39.20\|28806;2026-07-16\|36.70\|-8.16\|39.25\|39.70\|36.56\|45389;2026-07-17\|32.83\|-10.54\|36.39\|37.36\|32.49\|58813;2026-07-20\|31.10\|-5.27\|33.27\|34.34\|30.20\|65205;2026-07-21\|33.62\|8.10\|31.17\|33.88\|27.35\|84729;2026-07-22\|32.17\|-4.31\|33.36\|33.80\|32.06\|41564
55352	亚马逊据称接近收购Globalstar，与星链竞争	商业航天+军工传感器+供货BE+流体控制阀行业原因： 1、2月25日，民营商业航天龙头蓝箭航天在其官方微信号发文称，朱雀三号火箭计划于2026年第二季度再次开展回收试验，并根据回收试验情况，争取于第四季度尝试首次回收复用飞行。 2、为更便捷部署专用于人工智能的数据中心卫星网络，SpaceX首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。公司原因： 1、据2025年11月14日公告，拟收购的春晖仪表低轨卫星用卫星解除装置已完成商务谈判并正在进行小批量供货，已申请星座计划对应市场空间预计约6.5亿元。 2、据2026年1月26日互动易，春晖仪表为公司参股公司，其为BE公司提供温度传感器。 3、据2025年11月14日公告，春晖仪表已取得军工业务相应许可资质，产品覆盖国内军工航空航天主要研制单位。 4、据2025年4月22日公告，公司主营流体控制阀和控制系统，在燃气壁挂炉供热控制领域的高档水路控制阀市场处于优势地位。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-03-13\|33.39\|-12.13\|36.85\|37.13\|33.35\|190787;2026-03-16\|30.18\|-9.61\|32.20\|32.67\|29.36\|216179;2026-03-17\|28.94\|-4.11\|29.84\|30.24\|28.80\|116600;2026-03-18\|32.18\|11.20\|29.52\|33.13\|29.20\|188629;2026-03-19\|30.13\|-6.37\|31.38\|31.60\|29.90\|112344;2026-03-20\|29.32\|-2.69\|30.43\|30.99\|29.30\|88662;2026-03-23\|27.38\|-6.62\|28.61\|29.80\|27.06\|108931;2026-03-24\|27.86\|1.75\|28.45\|28.62\|26.93\|81204;2026-03-25\|27.61\|-0.90\|28.11\|29.06\|27.42\|85202;2026-03-26\|28.42\|2.93\|28.15\|29.66\|27.26\|145850;2026-03-27\|27.95\|-1.65\|27.62\|28.45\|27.53\|85046;2026-03-30\|28.95\|3.58\|27.19\|29.20\|27.19\|115747;2026-03-31\|27.58\|-4.73\|28.84\|29.49\|27.56\|100125;2026-04-01\|27.69\|0.40\|28.20\|28.65\|27.32\|73560;2026-04-02\|27.06\|-2.28\|27.47\|27.87\|26.79\|73744;2026-04-03\|26.10\|-3.55\|27.00\|27.20\|25.90\|75434;2026-04-07\|26.17\|0.27\|26.21\|26.74\|26.09\|48612;2026-04-08\|28.70\|9.67\|26.95\|28.99\|26.95\|99552;2026-04-09\|28.47\|-0.80\|28.46\|28.88\|27.72\|74938;2026-04-10\|29.08\|2.14\|28.75\|29.40\|28.46\|109547;2026-04-13\|29.50\|1.44\|28.79\|29.68\|28.00\|101935;2026-04-14\|33.80\|14.58\|33.22\|35.00\|32.25\|330578;2026-04-15\|31.02\|-8.22\|33.94\|34.10\|30.80\|231901;2026-04-16\|31.25\|0.74\|31.19\|31.51\|30.39\|138082;2026-04-17\|30.78\|-1.50\|30.72\|31.08\|30.60\|79524;2026-04-20\|30.67\|-0.36\|30.66\|31.00\|30.27\|109569;2026-04-21\|29.75\|-3.00\|30.57\|30.57\|29.54\|98861;2026-04-22\|30.25\|1.68\|29.16\|30.35\|29.01\|85136;2026-04-23\|29.54\|-2.35\|30.01\|30.61\|29.10\|73359;2026-04-24\|29.08\|-1.56\|29.25\|29.64\|28.62\|68616;2026-04-27\|28.85\|-0.79\|28.89\|29.30\|28.40\|49828;2026-04-28\|28.54\|-1.07\|28.88\|28.96\|27.55\|84479;2026-04-29\|29.23\|2.42\|28.96\|29.95\|28.08\|141389;2026-04-30\|28.44\|-2.70\|29.51\|29.51\|28.07\|102237;2026-05-06\|29.41\|3.41\|28.80\|30.25\|28.25\|118537;2026-05-07\|31.36\|6.63\|29.73\|32.35\|29.73\|155852;2026-05-08\|32.75\|4.43\|31.00\|33.00\|30.78\|176862;2026-05-11\|34.29\|4.70\|36.02\|36.50\|33.85\|305725;2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295;2026-07-13\|35.18\|-16.20\|41.25\|41.48\|34.99\|156089;2026-07-14\|33.93\|-3.55\|35.51\|35.92\|32.14\|98116;2026-07-15\|32.68\|-3.68\|34.53\|34.63\|32.20\|85751;2026-07-16\|30.55\|-6.52\|32.34\|33.25\|30.00\|93714;2026-07-17\|26.83\|-12.18\|30.06\|30.25\|26.64\|111892;2026-07-20\|22.86\|-14.80\|27.37\|27.58\|22.20\|175436;2026-07-21\|24.72\|8.14\|23.32\|24.74\|19.36\|191654;2026-07-22\|23.50\|-4.94\|24.29\|25.05\|23.15\|133518
55351	亚马逊据称接近收购Globalstar，与星链竞争	涨停揭秘：SpaceX上市预期叠加亚马逊拟收购Globalstar加剧星链竞争；公司为航天科技集团运载火箭技术研究院旗下唯一上市公司，一季度净利润同比增长20.98%；涨停缘由：国家队航天平台稀缺性凸显；商业航天竞争白热化提升配套保障需求；一季报业绩增速领先同业；资金逻辑：连续两日涨停且4月30日封单积极，资金聚焦航天央企核心资产；风险提示：公司业务集中于运载火箭系统集成，单一客户依赖度较高；市场化机制尚待完善	航天科技集团旗下，运载火箭技术研究院旗下唯一上市公司；公司专业从事煤气化技术及关键设备	2026-03-13\|30.83\|-4.05\|31.81\|32.00\|30.71\|176038;2026-03-16\|30.75\|-0.26\|30.80\|31.25\|30.34\|93245;2026-03-17\|29.85\|-2.93\|31.50\|31.56\|29.85\|99082;2026-03-18\|30.79\|3.15\|30.00\|31.06\|29.63\|129749;2026-03-19\|30.83\|0.13\|30.42\|31.19\|30.30\|117863;2026-03-20\|29.46\|-4.44\|30.85\|30.95\|29.42\|123400;2026-03-23\|28.56\|-3.06\|29.00\|29.78\|28.28\|117805;2026-03-24\|28.96\|1.40\|29.00\|29.09\|28.16\|98104;2026-03-25\|29.45\|1.69\|29.08\|29.84\|29.06\|88810;2026-03-26\|29.20\|-0.85\|29.51\|29.77\|28.97\|93011;2026-03-27\|29.93\|2.50\|29.00\|30.68\|28.88\|176474;2026-03-30\|30.84\|3.04\|29.60\|30.98\|29.58\|172470;2026-03-31\|30.63\|-0.68\|30.75\|31.80\|30.60\|206087;2026-04-01\|30.55\|-0.26\|30.90\|30.98\|29.69\|150771;2026-04-02\|29.92\|-2.06\|30.50\|30.88\|29.69\|74710;2026-04-03\|29.10\|-2.74\|30.01\|30.44\|28.88\|105749;2026-04-07\|29.03\|-0.24\|29.03\|29.38\|28.83\|69222;2026-04-08\|31.22\|7.54\|29.75\|31.92\|29.62\|244013;2026-04-09\|32.08\|2.75\|30.53\|32.73\|30.42\|293951;2026-04-10\|31.97\|-0.34\|32.08\|32.95\|31.92\|232893;2026-04-13\|32.67\|2.19\|32.58\|33.18\|31.93\|242413;2026-04-14\|35.94\|10.01\|32.65\|35.94\|32.41\|414754;2026-04-15\|39.53\|9.99\|39.50\|39.53\|38.10\|210622;2026-04-16\|42.58\|7.72\|38.20\|43.30\|38.19\|699614;2026-04-17\|46.19\|8.48\|43.00\|46.84\|42.41\|662169;2026-04-20\|45.70\|-1.06\|47.78\|48.00\|45.41\|656964;2026-04-21\|46.21\|1.12\|45.70\|47.27\|44.22\|560466;2026-04-22\|47.00\|1.71\|44.20\|47.60\|44.10\|518453;2026-04-23\|43.10\|-8.30\|46.90\|46.90\|42.30\|574748;2026-04-24\|40.50\|-6.03\|42.74\|43.60\|39.40\|478461;2026-04-27\|40.26\|-0.59\|40.65\|41.32\|39.45\|285833;2026-04-28\|39.49\|-1.91\|40.60\|40.75\|39.08\|224342;2026-04-29\|39.97\|1.22\|38.80\|40.30\|38.50\|227480;2026-04-30\|43.97\|10.01\|40.77\|43.97\|40.24\|485185;2026-05-06\|44.03\|0.14\|43.80\|45.11\|43.20\|522138;2026-05-07\|44.26\|0.52\|43.99\|44.64\|43.00\|389612;2026-05-08\|45.15\|2.01\|43.80\|46.43\|43.50\|550028;2026-05-11\|44.41\|-1.64\|45.18\|45.37\|43.25\|365090;2026-05-12\|42.94\|-3.31\|43.41\|46.46\|42.30\|454692;2026-05-13\|42.46\|-1.12\|42.20\|43.79\|41.77\|270056;2026-05-14\|39.71\|-6.48\|42.38\|42.38\|39.71\|269482;2026-05-15\|38.74\|-2.44\|39.90\|40.28\|38.23\|200075;2026-05-18\|39.80\|2.74\|38.30\|41.83\|38.20\|266531;2026-05-19\|42.40\|6.53\|39.30\|42.78\|38.28\|338412;2026-05-20\|40.02\|-5.61\|42.21\|43.34\|39.89\|341526;2026-05-21\|38.50\|-3.80\|40.02\|40.79\|38.26\|185892;2026-05-22\|38.65\|0.39\|38.69\|39.30\|37.60\|127322;2026-05-25\|37.70\|-2.46\|39.00\|39.32\|37.21\|151797;2026-05-26\|35.76\|-5.15\|37.25\|37.25\|35.17\|171736;2026-05-27\|34.68\|-3.02\|35.87\|37.77\|34.26\|265945;2026-05-28\|35.00\|0.92\|34.69\|35.76\|34.42\|180331;2026-05-29\|32.60\|-6.67\|35.00\|35.20\|32.48\|178994;2026-06-01\|32.33\|-0.83\|32.53\|33.00\|32.24\|124458;2026-06-02\|32.03\|-0.93\|32.60\|32.80\|31.27\|123255;2026-06-03\|32.52\|1.53\|31.80\|33.44\|31.74\|142233;2026-06-04\|33.07\|1.69\|32.18\|33.91\|32.05\|186545;2026-06-05\|33.17\|0.30\|33.47\|34.08\|32.20\|211731;2026-06-08\|31.51\|-5.00\|32.00\|33.45\|31.35\|160170;2026-06-09\|31.12\|-1.24\|31.64\|31.80\|30.65\|145587;2026-06-10\|30.69\|-1.38\|31.03\|31.48\|29.95\|135561;2026-06-11\|30.24\|-1.47\|30.37\|30.79\|29.75\|110513;2026-06-12\|30.93\|2.28\|30.60\|32.00\|29.99\|151610;2026-06-15\|30.56\|-1.20\|30.49\|30.99\|30.13\|112152;2026-06-16\|31.14\|1.90\|32.00\|32.24\|30.50\|210210;2026-06-17\|31.72\|1.86\|31.40\|32.60\|31.14\|210091;2026-06-18\|33.03\|4.13\|31.48\|33.73\|31.21\|255049;2026-06-22\|34.65\|4.90\|33.09\|34.70\|32.88\|307514;2026-06-23\|33.96\|-1.99\|34.07\|35.11\|33.05\|233455;2026-06-24\|37.36\|10.01\|34.41\|37.36\|33.40\|196129;2026-06-25\|39.59\|5.97\|40.84\|41.10\|39.11\|607996;2026-06-26\|43.55\|10.00\|39.50\|43.55\|39.50\|326659;2026-06-29\|39.87\|-8.45\|42.73\|44.05\|39.61\|426930;2026-06-30\|38.56\|-3.29\|39.87\|40.84\|37.50\|377100;2026-07-01\|39.50\|2.44\|38.60\|41.10\|38.60\|293860;2026-07-02\|41.43\|4.89\|39.28\|43.45\|39.28\|357258;2026-07-03\|42.25\|1.98\|41.20\|43.50\|40.96\|340156;2026-07-06\|39.37\|-6.82\|43.52\|44.02\|38.73\|293505;2026-07-07\|40.89\|3.86\|39.80\|43.31\|39.80\|394148;2026-07-08\|39.61\|-3.13\|41.00\|41.93\|38.58\|302993;2026-07-09\|40.08\|1.19\|39.75\|41.00\|38.61\|298511;2026-07-10\|44.09\|10.01\|40.22\|44.09\|38.08\|344493;2026-07-13\|39.68\|-10.00\|43.00\|43.00\|39.68\|222379;2026-07-14\|35.71\|-10.01\|35.71\|35.71\|35.71\|22722;2026-07-15\|32.14\|-10.00\|32.14\|32.58\|32.14\|124681;2026-07-16\|28.93\|-9.99\|29.09\|29.78\|28.93\|403974;2026-07-17\|26.04\|-9.99\|27.30\|27.80\|26.04\|352847;2026-07-20\|23.48\|-9.83\|25.51\|25.78\|23.44\|404656;2026-07-21\|24.18\|2.98\|24.00\|24.73\|21.86\|440729;2026-07-22\|22.40\|-7.36\|23.00\|24.33\|22.40\|397286
55350	亚马逊据称接近收购Globalstar，与星链竞争	商业航天+稀有金属+国企+章建平新进行业原因：美伊局势缓和推升有色及贵金属价格。据央视新闻，当地时间5月5日傍晚，美国总统特朗普在社交媒体上发文表示，美国在与伊朗达成一项全面且最终的协议方面已取得重大进展，双方现已达成共识。公司原因： 1、据2026年4月28日年报，公司航天用铌合金、W-Cu、TZM合金制品为“长征”“天宫”及探月、探火工程配套，航空航天用宽幅细晶钛合金薄板已在多型号批量应用。 2、据2026年4月28日年报，公司掌握核电凝汽器复合材料、核级银合金控制棒等核心技术，是国内唯一合格供应方，并应用于“华龙一号”。 3、据21世纪经济报道2026年4月29日报道，超级牛散章建平一季度新进持有西部材料。 4、据2026年4月28日年报，公司最终控制人为陕西省财政厅，属国有企业。	公司生产航空发动机用材料，子公司天力公司生产卫星过渡接头及航空用材料	2026-03-13\|43.53\|-7.13\|45.75\|46.31\|43.22\|465677;2026-03-16\|44.69\|2.66\|43.53\|44.70\|41.96\|377971;2026-03-17\|44.04\|-1.45\|44.69\|44.86\|42.13\|377509;2026-03-18\|45.33\|2.93\|44.11\|46.00\|43.58\|451823;2026-03-19\|44.00\|-2.93\|43.60\|45.86\|43.00\|398280;2026-03-20\|43.23\|-1.75\|44.11\|45.30\|43.00\|351182;2026-03-23\|42.09\|-2.64\|41.97\|44.49\|41.39\|362375;2026-03-24\|41.58\|-1.21\|42.85\|43.24\|39.92\|400627;2026-03-25\|42.49\|2.19\|42.89\|43.66\|42.31\|462198;2026-03-26\|46.74\|10.00\|43.74\|46.74\|42.41\|946932;2026-03-27\|49.45\|5.80\|44.50\|51.41\|43.90\|1224877;2026-03-30\|53.15\|7.48\|48.35\|54.40\|48.00\|1073034;2026-03-31\|51.54\|-3.03\|52.50\|56.00\|51.08\|1076046;2026-04-01\|50.06\|-2.87\|51.55\|52.06\|48.15\|865685;2026-04-02\|49.15\|-1.82\|49.66\|51.41\|48.60\|503578;2026-04-03\|47.10\|-4.17\|49.80\|49.88\|46.90\|508173;2026-04-07\|45.38\|-3.65\|47.50\|47.50\|44.59\|599755;2026-04-08\|48.19\|6.19\|46.25\|48.24\|46.00\|591317;2026-04-09\|46.59\|-3.32\|47.00\|47.47\|46.11\|389994;2026-04-10\|45.65\|-2.02\|46.61\|47.30\|45.52\|395504;2026-04-13\|45.45\|-0.44\|45.51\|46.69\|45.14\|335214;2026-04-14\|50.00\|10.01\|46.24\|50.00\|44.61\|708170;2026-04-15\|53.65\|7.30\|52.00\|55.00\|51.21\|1300750;2026-04-16\|53.64\|-0.02\|53.04\|54.48\|52.24\|888537;2026-04-17\|54.80\|2.16\|53.11\|55.47\|53.09\|838090;2026-04-20\|60.28\|10.00\|54.81\|60.28\|54.32\|826012;2026-04-21\|61.33\|1.74\|62.79\|63.75\|59.20\|1132047;2026-04-22\|64.10\|4.52\|59.01\|65.54\|59.01\|965770;2026-04-23\|64.33\|0.36\|63.98\|66.91\|61.81\|1002818;2026-04-24\|57.90\|-10.00\|62.67\|63.00\|57.90\|993395;2026-04-27\|57.88\|-0.03\|57.40\|59.20\|56.60\|667142;2026-04-28\|56.60\|-2.21\|56.10\|58.80\|55.00\|799713;2026-04-29\|57.74\|2.01\|56.59\|58.80\|56.00\|608192;2026-04-30\|63.51\|9.99\|57.46\|63.51\|57.46\|764253;2026-05-06\|69.86\|10.00\|65.42\|69.86\|65.02\|683660;2026-05-07\|73.47\|5.17\|71.00\|74.60\|70.18\|1144573;2026-05-08\|72.44\|-1.40\|72.78\|74.48\|72.00\|939682;2026-05-11\|75.44\|4.14\|73.80\|76.48\|72.58\|841422;2026-05-12\|74.34\|-1.46\|75.46\|78.87\|72.55\|831682;2026-05-13\|74.96\|0.83\|74.00\|77.20\|71.10\|810978;2026-05-14\|69.00\|-7.95\|74.96\|76.38\|68.74\|714205;2026-05-15\|69.02\|0.03\|71.00\|71.80\|67.12\|608113;2026-05-18\|73.90\|7.07\|70.50\|75.92\|69.02\|986268;2026-05-19\|68.24\|-7.66\|73.95\|75.83\|67.57\|880537;2026-05-20\|69.09\|1.25\|66.82\|69.47\|65.77\|613814;2026-05-21\|70.15\|1.53\|68.98\|71.34\|66.62\|696405;2026-05-22\|72.12\|2.81\|68.18\|72.84\|67.00\|757583;2026-05-25\|69.98\|-2.97\|73.98\|73.98\|69.00\|675765;2026-05-26\|63.60\|-9.12\|68.06\|68.08\|62.98\|728128;2026-05-27\|65.60\|3.14\|63.99\|66.12\|59.60\|771549;2026-05-28\|66.31\|1.08\|64.29\|67.36\|62.62\|581926;2026-05-29\|60.06\|-9.43\|64.08\|65.00\|59.68\|594019;2026-06-01\|56.65\|-5.68\|59.00\|61.17\|56.64\|399285;2026-06-02\|58.70\|3.62\|57.00\|58.99\|54.51\|514691;2026-06-03\|61.70\|5.11\|58.32\|62.88\|57.44\|640459;2026-06-04\|62.51\|1.31\|60.52\|63.45\|59.75\|510427;2026-06-05\|65.00\|3.98\|63.80\|66.00\|61.70\|654795;2026-06-08\|63.38\|-2.49\|61.50\|66.66\|61.50\|563923;2026-06-09\|60.24\|-4.95\|62.29\|63.02\|58.81\|513661;2026-06-10\|56.96\|-5.44\|59.67\|60.98\|56.65\|401327;2026-06-11\|61.89\|8.66\|56.63\|62.59\|55.88\|597413;2026-06-12\|59.80\|-3.38\|62.50\|64.29\|59.80\|619127;2026-06-15\|59.80\|0.00\|57.53\|61.00\|55.88\|570156;2026-06-16\|58.83\|-1.62\|61.01\|61.86\|58.82\|613743;2026-06-17\|60.05\|2.07\|58.00\|61.80\|58.00\|616550;2026-06-18\|57.30\|-4.58\|58.20\|59.18\|56.36\|625260;2026-06-22\|54.61\|-4.69\|56.66\|56.66\|53.10\|622359;2026-06-23\|49.15\|-10.00\|52.88\|53.06\|49.15\|602357;2026-06-24\|49.73\|1.18\|48.60\|50.52\|47.25\|523770;2026-06-25\|49.05\|-1.37\|48.80\|49.98\|47.81\|425637;2026-06-26\|50.02\|1.98\|49.31\|51.50\|47.40\|664049;2026-06-29\|51.63\|3.22\|49.90\|53.52\|49.55\|589694;2026-06-30\|54.01\|4.61\|51.96\|55.00\|50.88\|564237;2026-07-01\|51.23\|-5.15\|53.30\|54.50\|51.00\|539939;2026-07-02\|48.33\|-5.66\|50.01\|50.89\|48.21\|398338;2026-07-03\|49.45\|2.32\|49.27\|50.56\|48.22\|365446;2026-07-06\|44.51\|-9.99\|49.88\|50.12\|44.51\|462888;2026-07-07\|42.89\|-3.64\|44.12\|45.19\|42.64\|297239;2026-07-08\|41.24\|-3.85\|43.00\|43.20\|41.22\|253284;2026-07-09\|42.62\|3.35\|41.67\|42.66\|39.80\|283333;2026-07-10\|45.20\|6.30\|42.29\|46.77\|41.72\|728377;2026-07-13\|40.68\|-10.00\|44.75\|44.75\|40.68\|318970;2026-07-14\|38.54\|-5.26\|38.60\|39.23\|36.63\|507321;2026-07-15\|38.03\|-1.32\|38.55\|39.45\|37.90\|284423;2026-07-16\|36.22\|-4.76\|37.06\|38.21\|36.01\|252949;2026-07-17\|33.54\|-7.40\|36.13\|36.21\|32.90\|306609;2026-07-20\|31.30\|-6.68\|34.21\|34.49\|30.53\|332182;2026-07-21\|32.61\|4.19\|31.69\|32.65\|28.40\|388601;2026-07-22\|32.11\|-1.53\|32.58\|33.33\|31.80\|284334
55349	亚马逊据称接近收购Globalstar，与星链竞争	军工电子+反无人机+央企行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年7月3日投资者关系活动记录表，公司构建“大数据平台+情报指挥调度系统+红外探测系统”框架，打造反无人机集群态势感知与多域协同指挥的一体化低空近海安全管控方案。 2、据2025年年度报告，公司军工电子业务聚焦雷达、车载、机载等装备电源及红外光电，产品配套十大军工集团，推进100%国产化连续变焦成像技术。 3、据2025年年度报告，公司最终控制人为国务院国资委，依托中国航天科工集团，是国内首家经国防科工委批准的军工资产上市企业。	1、公司的研究项目中涉及到以无人机为载体配备图像载荷，可发现、识别异常目标，从而实现对重点区域的监测预警；公司拥有基于异构大数据的指挥调度相关技术，后续可与低空飞行器安全管理需求场景相结合； 2、公司作为脑机接口联盟的首批理事单位，将与其他成员单位协同，持续关注相关技术的研发进展及应用	2026-03-13\|17.88\|-2.56\|18.32\|18.32\|17.84\|107259;2026-03-16\|18.01\|0.73\|17.83\|18.08\|17.70\|81391;2026-03-17\|17.58\|-2.39\|18.01\|18.08\|17.53\|85648;2026-03-18\|18.09\|2.90\|17.64\|18.14\|17.49\|105777;2026-03-19\|17.73\|-1.99\|17.82\|17.97\|17.65\|81771;2026-03-20\|17.19\|-3.05\|17.82\|17.92\|17.15\|90032;2026-03-23\|16.08\|-6.46\|16.84\|17.06\|15.96\|151674;2026-03-24\|16.65\|3.54\|16.40\|16.73\|16.13\|132319;2026-03-25\|17.00\|2.10\|16.66\|17.00\|16.66\|93429;2026-03-26\|16.73\|-1.59\|16.97\|17.26\|16.61\|77605;2026-03-27\|16.85\|0.72\|16.55\|16.93\|16.48\|53155;2026-03-30\|17.31\|2.73\|16.76\|17.38\|16.70\|114799;2026-03-31\|17.20\|-0.64\|17.29\|17.71\|17.20\|102292;2026-04-01\|17.19\|-0.06\|17.50\|17.60\|16.96\|81153;2026-04-02\|16.86\|-1.92\|17.02\|17.25\|16.75\|64618;2026-04-03\|16.46\|-2.37\|16.93\|16.99\|16.37\|71016;2026-04-07\|16.64\|1.09\|16.44\|16.80\|16.43\|61652;2026-04-08\|17.37\|4.39\|16.95\|17.38\|16.90\|98687;2026-04-09\|17.19\|-1.04\|17.30\|17.50\|17.15\|93410;2026-04-10\|17.07\|-0.70\|17.26\|17.39\|17.07\|110183;2026-04-13\|17.48\|2.40\|17.01\|17.60\|16.97\|110950;2026-04-14\|19.23\|10.01\|17.58\|19.23\|17.37\|377898;2026-04-15\|19.94\|3.69\|19.42\|20.50\|19.30\|738292;2026-04-16\|19.81\|-0.65\|19.66\|19.89\|19.50\|402821;2026-04-17\|20.38\|2.88\|19.65\|20.49\|19.42\|461611;2026-04-20\|21.63\|6.13\|20.42\|22.00\|20.38\|590049;2026-04-21\|20.23\|-6.47\|21.30\|21.34\|20.10\|415434;2026-04-22\|20.05\|-0.89\|19.90\|20.18\|19.50\|309417;2026-04-23\|19.30\|-3.74\|19.93\|20.04\|19.24\|242787;2026-04-24\|18.83\|-2.44\|19.23\|19.29\|18.66\|182704;2026-04-27\|18.85\|0.11\|18.81\|18.90\|18.32\|143393;2026-04-28\|18.15\|-3.71\|18.88\|19.09\|18.10\|170388;2026-04-29\|18.36\|1.16\|18.00\|18.62\|17.85\|112885;2026-04-30\|18.62\|1.42\|18.25\|18.76\|18.18\|143545;2026-05-06\|18.82\|1.07\|18.71\|19.10\|18.63\|155586;2026-05-07\|18.68\|-0.74\|19.08\|19.08\|18.36\|189696;2026-05-08\|20.55\|10.01\|18.69\|20.55\|18.61\|334899;2026-05-11\|20.89\|1.65\|22.00\|22.00\|20.59\|563750;2026-05-12\|20.67\|-1.05\|21.09\|21.16\|20.38\|343988;2026-05-13\|20.95\|1.35\|20.50\|20.98\|20.37\|305154;2026-05-14\|19.51\|-6.87\|20.99\|21.00\|19.51\|278056;2026-05-15\|19.71\|1.03\|19.51\|20.18\|19.32\|222705;2026-05-18\|20.04\|1.67\|19.65\|20.38\|19.21\|207603;2026-05-19\|19.78\|-1.30\|19.91\|20.13\|19.31\|152165;2026-05-20\|19.19\|-2.98\|19.75\|19.75\|19.00\|152203;2026-05-21\|18.24\|-4.95\|19.24\|19.38\|18.00\|187736;2026-05-22\|18.04\|-1.10\|18.33\|18.50\|17.93\|146650;2026-05-25\|17.73\|-1.72\|18.10\|18.32\|17.52\|154142;2026-05-26\|17.15\|-3.27\|17.48\|17.51\|16.86\|134005;2026-05-27\|16.53\|-3.62\|17.20\|17.34\|16.37\|110579;2026-05-28\|16.94\|2.48\|16.66\|16.99\|16.40\|119551;2026-05-29\|15.89\|-6.20\|16.83\|16.88\|15.75\|129936;2026-06-01\|15.93\|0.25\|16.02\|16.17\|15.86\|77635;2026-06-02\|15.35\|-3.64\|15.94\|15.97\|15.10\|129385;2026-06-03\|15.54\|1.24\|15.35\|15.88\|15.22\|125279;2026-06-04\|15.09\|-2.90\|15.40\|15.45\|14.94\|98190;2026-06-05\|15.35\|1.72\|15.13\|15.64\|14.96\|142810;2026-06-08\|14.78\|-3.71\|15.08\|15.43\|14.54\|133976;2026-06-09\|14.71\|-0.47\|14.85\|14.88\|14.48\|91261;2026-06-10\|14.40\|-2.11\|14.66\|14.79\|14.19\|98166;2026-06-11\|14.25\|-1.04\|14.41\|14.44\|14.06\|90601;2026-06-12\|14.90\|4.56\|14.39\|15.46\|14.38\|188013;2026-06-15\|15.04\|0.94\|14.93\|15.45\|14.83\|115541;2026-06-16\|14.97\|-0.47\|15.06\|15.23\|14.85\|99970;2026-06-17\|14.89\|-0.53\|14.96\|15.15\|14.78\|99963;2026-06-18\|14.79\|-0.67\|14.80\|15.11\|14.63\|85410;2026-06-22\|14.53\|-1.76\|14.79\|14.79\|13.90\|125516;2026-06-23\|14.28\|-1.72\|14.40\|14.66\|14.21\|99113;2026-06-24\|14.33\|0.35\|14.21\|14.40\|13.93\|95833;2026-06-25\|13.90\|-3.00\|14.38\|14.46\|13.86\|104821;2026-06-26\|13.87\|-0.22\|13.90\|14.20\|13.42\|149837;2026-06-29\|13.64\|-1.66\|13.81\|13.85\|13.37\|107136;2026-06-30\|13.91\|1.98\|13.89\|14.20\|13.64\|83065;2026-07-01\|14.31\|2.88\|14.00\|14.49\|13.91\|111507;2026-07-02\|14.00\|-2.17\|14.29\|14.58\|13.94\|106083;2026-07-03\|14.56\|4.00\|13.96\|14.73\|13.96\|167495;2026-07-06\|13.68\|-6.04\|14.62\|14.68\|13.68\|139814;2026-07-07\|13.05\|-4.61\|13.70\|13.74\|13.01\|96725;2026-07-08\|12.68\|-2.84\|13.04\|13.11\|12.66\|84480;2026-07-09\|13.01\|2.60\|12.65\|13.09\|12.38\|105388;2026-07-10\|13.82\|6.23\|13.00\|14.31\|12.73\|267342;2026-07-13\|12.44\|-9.99\|13.73\|13.73\|12.44\|182133;2026-07-14\|11.93\|-4.10\|12.27\|12.38\|11.49\|141539;2026-07-15\|11.80\|-1.09\|11.77\|12.18\|11.73\|96079;2026-07-16\|11.78\|-0.17\|11.71\|12.04\|11.58\|70338;2026-07-17\|11.22\|-4.75\|11.71\|11.73\|11.11\|97751;2026-07-20\|11.24\|0.18\|11.29\|11.62\|10.86\|98144;2026-07-21\|11.30\|0.53\|11.23\|11.35\|10.56\|106528;2026-07-22\|11.16\|-1.24\|11.30\|11.46\|11.11\|77245
55348	存储芯片巨头闪迪涨超11%，续创历史新高	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.88%股权	2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061
55347	存储芯片巨头闪迪涨超11%，续创历史新高	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-03-13\|128.43\|-0.67\|128.30\|135.45\|127.11\|116653;2026-03-16\|131.39\|2.30\|126.48\|132.16\|126.31\|82780;2026-03-17\|124.80\|-5.02\|131.43\|131.66\|124.80\|63934;2026-03-18\|133.38\|6.88\|127.29\|133.80\|125.65\|114938;2026-03-19\|130.00\|-2.53\|131.51\|135.30\|128.58\|101696;2026-03-20\|124.62\|-4.14\|131.00\|132.02\|123.67\|82619;2026-03-23\|112.00\|-10.13\|120.10\|120.60\|111.13\|111657;2026-03-24\|111.98\|-0.02\|114.24\|114.80\|108.02\|85292;2026-03-25\|114.60\|2.34\|113.01\|117.35\|112.81\|78670;2026-03-26\|109.67\|-4.30\|112.94\|113.53\|109.10\|63195;2026-03-27\|107.30\|-2.16\|107.70\|109.60\|104.50\|82586;2026-03-30\|106.48\|-0.76\|105.18\|107.50\|105.02\|51656;2026-03-31\|103.12\|-3.16\|105.23\|106.60\|103.00\|59505;2026-04-01\|105.63\|2.43\|107.45\|107.90\|103.89\|59513;2026-04-02\|103.30\|-2.21\|106.50\|107.20\|103.01\|57549;2026-04-03\|102.02\|-1.24\|103.30\|104.44\|101.47\|39174;2026-04-07\|101.38\|-0.63\|102.75\|104.98\|101.25\|56356;2026-04-08\|112.80\|11.26\|105.00\|112.88\|104.00\|113210;2026-04-09\|110.90\|-1.68\|109.80\|112.22\|107.72\|94307;2026-04-10\|113.88\|2.69\|113.00\|116.20\|112.38\|91258;2026-04-13\|116.15\|1.99\|113.80\|117.89\|113.49\|96075;2026-04-14\|127.80\|10.03\|118.58\|129.85\|117.30\|179535;2026-04-15\|123.16\|-3.63\|130.80\|130.90\|122.38\|153134;2026-04-16\|123.20\|0.03\|122.22\|125.00\|119.60\|100260;2026-04-17\|121.22\|-1.61\|122.16\|122.18\|119.57\|91605;2026-04-20\|119.83\|-1.15\|120.77\|122.66\|119.11\|89480;2026-04-21\|119.14\|-0.58\|119.77\|120.50\|115.80\|66744;2026-04-22\|125.90\|5.67\|118.99\|126.88\|117.40\|124670;2026-04-23\|121.89\|-3.19\|127.92\|128.85\|120.00\|97858;2026-04-24\|121.50\|-0.32\|122.88\|126.90\|121.00\|96570;2026-04-27\|125.65\|4.01\|123.00\|128.79\|121.68\|127839;2026-04-28\|111.90\|-10.94\|110.00\|116.00\|103.88\|197828;2026-04-29\|112.30\|0.36\|110.34\|114.80\|107.35\|141764;2026-04-30\|123.49\|9.96\|115.60\|129.80\|115.50\|174719;2026-05-06\|131.00\|6.08\|128.70\|136.80\|126.31\|182810;2026-05-07\|134.80\|2.90\|131.68\|137.96\|128.10\|161558;2026-05-08\|130.65\|-3.08\|131.94\|133.90\|129.30\|114206;2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|174192;2026-07-13\|185.00\|-9.32\|198.08\|204.00\|182.88\|130063;2026-07-14\|197.93\|6.99\|186.55\|199.00\|184.02\|115443;2026-07-15\|173.32\|-12.43\|204.00\|204.93\|171.88\|149757;2026-07-16\|158.29\|-8.67\|166.36\|174.89\|156.30\|122041;2026-07-17\|132.10\|-16.55\|156.22\|157.90\|130.03\|157162;2026-07-20\|118.50\|-10.30\|138.10\|140.00\|112.00\|161968;2026-07-21\|133.92\|13.01\|121.10\|135.31\|105.40\|204335;2026-07-22\|132.41\|-1.13\|131.39\|141.49\|129.00\|145799
55346	存储芯片巨头闪迪涨超11%，续创历史新高	业绩暴增+存储涨价+AI眼镜+先进封测行业原因： 1、据央视网2月28日报道，国家发改委价格监测中心指出，2025年9月至今全球存储器缺口扩大，DRAM、NAND闪存价格创2016年以来新高，且涨幅持续扩大。 2、佰维存储、华邦电子等龙头2026年1-2月业绩暴增，印证行业景气度。公司原因： 1、据2026年3月4日公告，公司预计2026年1-2月实现归母净利润15-18亿元，同比增长921.77%-1086.13%，2026年存储行业迎来高度景气周期，AI算力与国产替代驱动DRAM/NAND价格持续上涨，行业供不应求，公司受益显著。 2、据2026年3月2日互动易，公司为Meta AI眼镜提供ROM+RAM芯片，2026年该产品持续放量。 3、据2026年1月21日机构调研，公司东莞松山湖晶圆级先进封测项目2026年底月产能5000片、2027年底1万片，2026年底开始贡献收入，毛利率30%-40%。	公司主要从事半导体存储器的存储介质应用研发、封装测试、生产和销售	2026-03-13\|209.70\|3.38\|201.00\|218.63\|201.00\|380110;2026-03-16\|237.70\|13.35\|212.00\|238.42\|211.40\|527680;2026-03-17\|235.78\|-0.81\|232.95\|243.33\|232.20\|376299;2026-03-18\|258.09\|9.46\|244.51\|259.99\|241.00\|473684;2026-03-19\|243.18\|-5.78\|250.30\|253.80\|241.00\|441366;2026-03-20\|238.88\|-1.77\|247.86\|248.00\|233.10\|388316;2026-03-23\|225.00\|-5.81\|228.00\|237.80\|223.91\|358165;2026-03-24\|231.50\|2.89\|228.50\|231.78\|212.97\|445987;2026-03-25\|253.35\|9.44\|235.00\|261.60\|233.00\|528222;2026-03-26\|238.98\|-5.67\|240.69\|246.66\|236.88\|403458;2026-03-27\|238.40\|-0.24\|222.97\|243.33\|220.00\|337653;2026-03-30\|231.99\|-2.69\|231.21\|240.58\|228.88\|309459;2026-03-31\|211.99\|-8.62\|220.02\|220.08\|209.20\|423656;2026-04-01\|215.60\|1.70\|228.00\|232.88\|210.67\|441437;2026-04-02\|210.82\|-2.22\|220.00\|222.91\|210.75\|296363;2026-04-03\|210.29\|-0.25\|213.60\|217.55\|210.20\|214879;2026-04-07\|217.42\|3.39\|216.00\|224.30\|214.66\|300587;2026-04-08\|229.68\|5.64\|229.00\|231.00\|220.05\|372541;2026-04-09\|227.52\|-0.94\|224.00\|231.18\|220.42\|324378;2026-04-10\|241.51\|6.15\|233.98\|248.00\|233.12\|425416;2026-04-13\|255.85\|5.94\|240.00\|257.95\|239.00\|397179;2026-04-14\|288.10\|12.61\|265.99\|294.22\|262.01\|522018;2026-04-15\|285.41\|-0.93\|290.19\|292.18\|278.16\|398334;2026-04-16\|286.80\|0.49\|273.00\|291.80\|271.99\|444008;2026-04-17\|270.67\|-5.62\|273.08\|278.00\|268.74\|497456;2026-04-20\|268.70\|-0.73\|271.10\|275.85\|266.66\|320547;2026-04-21\|275.96\|2.70\|269.00\|277.77\|263.31\|337035;2026-04-22\|281.00\|1.83\|274.65\|281.00\|272.88\|287180;2026-04-23\|264.30\|-5.94\|293.88\|294.99\|263.03\|439545;2026-04-24\|266.50\|0.83\|262.00\|268.50\|259.90\|299656;2026-04-27\|264.65\|-0.69\|268.34\|269.50\|262.18\|275249;2026-04-28\|260.80\|-1.45\|267.80\|274.64\|260.65\|281828;2026-04-29\|269.00\|3.14\|257.23\|270.00\|256.02\|302153;2026-04-30\|265.08\|-1.46\|270.00\|270.01\|263.50\|256518;2026-05-06\|311.12\|17.37\|286.70\|318.05\|281.20\|596328;2026-05-07\|299.85\|-3.62\|305.00\|311.03\|295.25\|490476;2026-05-08\|290.45\|-3.13\|290.00\|294.37\|287.08\|297696;2026-05-11\|315.69\|8.69\|311.10\|323.50\|301.21\|529691;2026-05-12\|308.97\|-2.13\|313.00\|317.68\|305.00\|358784;2026-05-13\|328.49\|6.32\|298.00\|329.90\|295.63\|478291;2026-05-14\|323.35\|-1.56\|328.49\|343.18\|323.35\|449530;2026-05-15\|306.30\|-5.27\|323.20\|328.40\|301.10\|444967;2026-05-18\|331.10\|8.10\|308.00\|345.00\|308.00\|504701;2026-05-19\|313.43\|-5.34\|322.01\|324.00\|301.01\|444399;2026-05-20\|316.60\|1.01\|312.80\|319.43\|309.01\|309660;2026-05-21\|301.00\|-4.93\|324.80\|327.99\|298.55\|366971;2026-05-22\|312.25\|3.74\|309.00\|314.80\|301.91\|301297;2026-05-25\|320.77\|2.73\|312.00\|322.79\|303.36\|364072;2026-05-26\|307.73\|-4.07\|319.00\|319.00\|303.12\|301147;2026-05-27\|316.99\|3.01\|323.00\|342.48\|315.17\|531874;2026-05-28\|323.62\|2.09\|311.30\|330.99\|306.00\|368199;2026-05-29\|327.37\|1.16\|326.00\|339.88\|313.00\|415900;2026-06-01\|305.00\|-6.83\|331.00\|333.99\|305.00\|338964;2026-06-02\|303.40\|-0.52\|305.00\|311.82\|287.41\|347699;2026-06-03\|314.00\|3.49\|300.00\|327.80\|299.95\|412823;2026-06-04\|341.31\|8.70\|312.01\|350.00\|309.00\|581371;2026-06-05\|311.00\|-8.88\|327.00\|333.00\|309.11\|481864;2026-06-08\|288.50\|-7.23\|285.00\|295.58\|285.00\|329937;2026-06-09\|305.15\|5.77\|298.17\|306.33\|294.78\|264640;2026-06-10\|317.00\|3.88\|311.00\|331.90\|308.00\|392680;2026-06-11\|324.27\|2.29\|314.66\|326.98\|308.01\|302961;2026-06-12\|327.90\|1.12\|348.88\|358.86\|327.90\|539177;2026-06-15\|339.96\|3.68\|337.00\|340.30\|322.29\|417648;2026-06-16\|340.48\|0.21\|340.00\|346.98\|334.71\|339895;2026-06-17\|370.00\|8.67\|332.20\|370.00\|328.75\|504716;2026-06-18\|386.20\|4.38\|363.00\|392.20\|363.00\|463144;2026-06-22\|406.31\|5.21\|394.62\|406.31\|386.20\|429591;2026-06-23\|389.47\|-4.14\|400.00\|419.97\|386.00\|389678;2026-06-24\|417.00\|7.07\|382.00\|418.80\|378.86\|374879;2026-06-25\|480.30\|15.18\|441.00\|488.00\|438.00\|484568;2026-06-26\|501.05\|4.32\|465.38\|517.00\|465.20\|464711;2026-06-29\|507.00\|1.19\|491.54\|512.00\|472.10\|398939;2026-06-30\|494.73\|-2.42\|492.00\|507.06\|480.00\|292291;2026-07-01\|463.07\|-6.40\|499.10\|515.65\|458.00\|409236;2026-07-02\|418.80\|-9.56\|430.00\|447.50\|417.00\|342357;2026-07-03\|427.91\|2.18\|417.00\|446.88\|401.00\|372250;2026-07-06\|454.70\|6.26\|450.00\|466.98\|428.08\|439394;2026-07-07\|425.00\|-6.53\|432.22\|439.88\|416.01\|279429;2026-07-08\|396.22\|-6.77\|425.00\|429.50\|391.03\|307688;2026-07-09\|418.88\|5.72\|409.76\|422.15\|383.93\|386009;2026-07-10\|388.50\|-7.25\|430.00\|430.00\|388.06\|339273;2026-07-13\|339.49\|-12.62\|371.99\|380.00\|337.97\|388208;2026-07-14\|358.37\|5.56\|343.76\|360.36\|326.66\|331591;2026-07-15\|304.40\|-15.06\|351.00\|351.60\|303.00\|523410;2026-07-16\|300.25\|-1.36\|300.00\|316.66\|293.29\|395634;2026-07-17\|252.86\|-15.78\|287.00\|292.76\|252.10\|502168;2026-07-20\|244.00\|-3.50\|266.00\|268.03\|227.03\|447087;2026-07-21\|270.97\|11.05\|245.00\|271.39\|219.09\|562833;2026-07-22\|248.28\|-8.37\|265.00\|274.73\|248.09\|471398
55345	存储芯片巨头闪迪涨超11%，续创历史新高	12吋探针台+存储芯片+国产替代行业原因：台积电公布2026年资本支出计划最高将达560亿美元，较2025年实际支出409亿美元大幅增长37%，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。公司原因： 1、据2025年3月7日招股说明书，公司DEMO设备已发往长江存储等国内领先的存储芯片制造商进行试产验证。 2、据2025年3月7日招股说明书，公司系中国大陆首家实现12英寸晶圆探针台产业化应用的厂商，产品已批量用于境内领先封测厂及12英寸产线。 3、据2025年3月7日招股说明书，公司探针台已应用于士兰微、比亚迪半导体、华天科技、三安光电等国内领先客户，覆盖逻辑、功率、MEMS等多类芯片。	公司DEMO设备已发往长江存储等国内领先存储芯片制造商进行试产验证，存储芯片是公司未来的重点拓展方向之一	2026-03-13\|281.78\|6.53\|263.11\|295.79\|260.78\|20599;2026-03-16\|288.13\|2.25\|280.87\|300.78\|269.00\|18372;2026-03-17\|273.53\|-5.07\|287.04\|289.44\|273.00\|10345;2026-03-18\|297.80\|8.87\|276.01\|302.78\|273.10\|20223;2026-03-19\|290.00\|-2.62\|287.01\|297.00\|287.01\|12648;2026-03-20\|289.90\|-0.03\|296.00\|300.00\|282.27\|18693;2026-03-23\|266.22\|-8.17\|275.13\|281.00\|263.00\|14101;2026-03-24\|254.50\|-4.40\|269.00\|271.00\|251.52\|16388;2026-03-25\|249.07\|-2.13\|255.00\|267.17\|248.24\|19548;2026-03-26\|228.04\|-8.44\|236.62\|239.96\|226.09\|17572;2026-03-27\|240.20\|5.33\|223.00\|243.30\|223.00\|14564;2026-03-30\|244.85\|1.94\|234.18\|247.98\|233.70\|9375;2026-03-31\|238.50\|-2.59\|244.11\|245.65\|236.88\|8093;2026-04-01\|241.50\|1.26\|245.00\|246.90\|240.01\|8895;2026-04-02\|233.21\|-3.43\|240.30\|244.00\|231.80\|6750;2026-04-03\|231.11\|-0.90\|234.89\|238.68\|229.39\|4712;2026-04-07\|237.72\|2.86\|231.51\|244.49\|231.51\|8035;2026-04-08\|253.83\|6.78\|245.00\|254.50\|243.00\|10717;2026-04-09\|257.53\|1.46\|249.43\|266.61\|248.00\|12294;2026-04-10\|260.56\|1.18\|261.97\|264.50\|258.50\|9841;2026-04-13\|257.10\|-1.33\|257.00\|264.00\|255.07\|11147;2026-04-14\|293.80\|14.27\|264.01\|308.52\|264.01\|39306;2026-04-15\|282.23\|-3.94\|284.01\|302.50\|280.50\|24444;2026-04-16\|280.75\|-0.52\|280.88\|284.00\|275.01\|18141;2026-04-17\|289.28\|3.04\|278.73\|294.88\|276.01\|24226;2026-04-20\|292.89\|1.25\|286.36\|295.00\|285.00\|22116;2026-04-21\|303.45\|3.61\|290.00\|309.00\|287.65\|29780;2026-04-22\|345.00\|13.69\|275.00\|355.89\|273.80\|51298;2026-04-23\|327.00\|-5.22\|341.55\|341.55\|314.00\|30031;2026-04-24\|316.50\|-3.21\|325.00\|344.00\|315.87\|24914;2026-04-27\|343.09\|8.40\|325.91\|366.50\|316.00\|46215;2026-04-28\|311.51\|-9.20\|335.00\|337.99\|310.51\|28169;2026-04-29\|308.70\|-0.90\|305.08\|322.18\|305.03\|16442;2026-04-30\|305.13\|-1.16\|312.00\|316.06\|304.00\|20318;2026-05-06\|306.45\|0.43\|312.00\|322.88\|303.69\|26129;2026-05-07\|327.43\|6.85\|310.00\|329.99\|305.00\|27498;2026-05-08\|351.00\|7.20\|319.80\|364.00\|318.18\|38703;2026-05-11\|393.70\|12.17\|370.00\|410.00\|358.51\|40308;2026-05-12\|411.90\|4.62\|397.32\|437.77\|393.35\|35985;2026-05-13\|404.38\|-1.83\|406.60\|409.00\|393.02\|21277;2026-05-14\|404.00\|-0.09\|407.21\|427.94\|404.00\|22920;2026-05-15\|407.18\|0.79\|402.73\|419.63\|378.01\|26426;2026-05-18\|407.20\|0.00\|412.08\|423.65\|399.00\|19436;2026-05-19\|418.58\|2.79\|409.05\|422.00\|400.00\|19807;2026-05-20\|427.50\|2.13\|418.58\|438.00\|418.58\|21343;2026-05-21\|382.09\|-10.62\|427.50\|428.87\|382.00\|24475;2026-05-22\|387.53\|1.42\|388.88\|390.99\|375.08\|18083;2026-05-25\|416.50\|7.48\|394.00\|428.08\|376.23\|22405;2026-05-26\|382.06\|-8.27\|409.01\|415.00\|373.10\|17980;2026-05-27\|360.00\|-5.77\|382.00\|387.00\|351.00\|18552;2026-05-28\|356.60\|-0.94\|354.47\|362.80\|347.03\|16582;2026-05-29\|367.00\|2.99\|363.18\|392.93\|362.00\|24259;2026-06-01\|353.03\|-3.81\|366.00\|375.51\|351.00\|12116;2026-06-02\|354.00\|0.27\|354.66\|365.00\|343.01\|11572;2026-06-03\|363.35\|2.64\|355.12\|380.00\|352.01\|15365;2026-06-04\|360.34\|-0.83\|357.13\|370.00\|353.47\|13453;2026-06-05\|352.65\|-2.13\|352.21\|376.61\|340.22\|18983;2026-06-08\|336.70\|-4.52\|335.00\|359.07\|334.48\|12440;2026-06-09\|358.30\|6.42\|343.01\|363.00\|340.01\|14127;2026-06-10\|370.92\|3.52\|356.19\|386.88\|353.00\|21947;2026-06-11\|388.80\|4.82\|367.55\|398.00\|367.55\|20556;2026-06-12\|380.00\|-2.26\|395.18\|408.00\|376.29\|22421;2026-06-15\|388.20\|2.16\|380.00\|391.00\|363.36\|20329;2026-06-16\|383.26\|-1.27\|384.00\|393.77\|375.10\|21122;2026-06-17\|401.93\|4.87\|379.43\|401.93\|377.01\|19908;2026-06-18\|401.93\|0.00\|396.84\|402.99\|388.87\|19535;2026-06-22\|381.90\|-4.98\|402.00\|407.00\|370.08\|23376;2026-06-23\|384.55\|0.69\|382.51\|403.55\|377.00\|20465;2026-06-24\|404.00\|5.06\|378.36\|413.79\|377.00\|27309;2026-06-25\|400.41\|-0.89\|408.00\|422.00\|393.00\|24557;2026-06-26\|432.27\|7.96\|396.00\|436.00\|391.00\|28268;2026-06-29\|416.00\|-3.76\|427.95\|440.13\|368.88\|29457;2026-06-30\|430.40\|3.46\|408.52\|435.00\|392.00\|23410;2026-07-01\|439.00\|2.00\|430.87\|460.55\|425.00\|26574;2026-07-02\|407.00\|-7.29\|404.00\|437.97\|391.00\|21805;2026-07-03\|360.69\|-11.38\|398.01\|401.99\|360.00\|22968;2026-07-06\|356.88\|-1.06\|365.00\|365.77\|331.97\|17500;2026-07-07\|347.23\|-2.70\|351.00\|359.80\|340.01\|11547;2026-07-08\|364.10\|4.86\|346.84\|375.00\|327.95\|18736;2026-07-09\|376.00\|3.27\|366.00\|376.00\|355.21\|16378;2026-07-10\|360.00\|-4.26\|380.00\|407.83\|360.00\|18568;2026-07-13\|360.10\|0.03\|347.62\|389.73\|347.62\|19495;2026-07-14\|345.48\|-4.06\|357.39\|362.57\|328.50\|14507;2026-07-15\|321.00\|-7.09\|349.00\|351.00\|317.00\|12525;2026-07-16\|303.50\|-5.45\|311.83\|339.60\|301.49\|17846;2026-07-17\|271.02\|-10.70\|303.50\|303.99\|268.00\|15559;2026-07-20\|243.00\|-10.34\|276.44\|278.88\|231.11\|19379;2026-07-21\|263.55\|8.46\|245.43\|264.60\|216.00\|19926;2026-07-22\|256.39\|-2.72\|257.26\|271.77\|252.28\|14953
55344	存储芯片巨头闪迪涨超11%，续创历史新高	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-03-13\|3.01\|-0.99\|3.00\|3.16\|2.99\|2581964;2026-03-16\|3.31\|9.97\|3.01\|3.31\|3.01\|3297323;2026-03-17\|3.39\|2.42\|3.46\|3.51\|3.21\|7107211;2026-03-18\|3.30\|-2.65\|3.27\|3.37\|3.23\|3641995;2026-03-19\|3.06\|-7.27\|3.20\|3.21\|3.02\|3160783;2026-03-20\|2.93\|-4.25\|3.00\|3.06\|2.92\|2207994;2026-03-23\|2.86\|-2.39\|2.88\|3.00\|2.84\|2089166;2026-03-24\|3.05\|6.64\|2.93\|3.14\|2.87\|2594839;2026-03-25\|3.06\|0.33\|3.01\|3.13\|2.98\|2161369;2026-03-26\|2.91\|-4.90\|3.01\|3.03\|2.91\|1794953;2026-03-27\|2.95\|1.37\|2.84\|2.97\|2.82\|1326895;2026-03-30\|2.90\|-1.69\|2.90\|2.92\|2.83\|1299895;2026-03-31\|2.83\|-2.41\|2.89\|2.93\|2.82\|1425380;2026-04-01\|2.84\|0.35\|2.91\|2.92\|2.83\|1041410;2026-04-02\|2.71\|-4.58\|2.83\|2.84\|2.70\|1569962;2026-04-03\|2.64\|-2.58\|2.70\|2.72\|2.62\|1101989;2026-04-07\|2.71\|2.65\|2.65\|2.72\|2.63\|1197087;2026-04-08\|2.85\|5.17\|2.76\|2.85\|2.75\|1631733;2026-04-09\|2.77\|-2.81\|2.80\|2.81\|2.75\|1174476;2026-04-10\|2.81\|1.44\|2.79\|2.84\|2.79\|1265601;2026-04-13\|2.83\|0.71\|2.75\|2.85\|2.73\|1030181;2026-04-14\|3.11\|9.89\|2.87\|3.11\|2.83\|2200347;2026-04-15\|2.92\|-6.11\|3.11\|3.20\|2.90\|4220415;2026-04-16\|2.89\|-1.03\|2.87\|2.92\|2.83\|1875542;2026-04-17\|2.86\|-1.04\|2.88\|2.92\|2.85\|1686412;2026-04-20\|2.84\|-0.70\|2.84\|2.86\|2.80\|1374506;2026-04-21\|2.80\|-1.41\|2.84\|2.86\|2.78\|1192286;2026-04-22\|2.79\|-0.36\|2.78\|2.81\|2.76\|926079;2026-04-23\|2.74\|-1.79\|2.82\|2.83\|2.73\|1061026;2026-04-24\|2.72\|-0.73\|2.72\|2.77\|2.69\|990489;2026-04-27\|2.73\|0.37\|2.71\|2.75\|2.68\|845200;2026-04-28\|2.72\|-0.37\|2.73\|2.80\|2.68\|1187719;2026-04-29\|2.81\|3.31\|2.69\|2.89\|2.68\|1954878;2026-04-30\|2.80\|-0.36\|2.80\|2.85\|2.77\|1023963;2026-05-06\|3.08\|10.00\|3.08\|3.08\|3.08\|1645870;2026-05-07\|3.11\|0.97\|3.03\|3.24\|2.97\|6435019;2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.36\|-7.44\|3.50\|3.71\|3.31\|5107635;2026-07-14\|3.28\|-2.38\|3.38\|3.42\|3.16\|3379995;2026-07-15\|3.14\|-4.27\|3.38\|3.43\|3.07\|4168809;2026-07-16\|3.05\|-2.87\|3.01\|3.26\|2.98\|3618460;2026-07-17\|2.76\|-9.51\|3.03\|3.07\|2.76\|4147568;2026-07-20\|2.73\|-1.09\|2.80\|2.84\|2.66\|2884907;2026-07-21\|2.83\|3.66\|2.72\|2.83\|2.53\|3367142;2026-07-22\|2.78\|-1.77\|2.75\|2.82\|2.72\|2251340
55343	存储芯片巨头闪迪涨超11%，续创历史新高	半导体存储+锂矿审批行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年3月11日公告，公司拟以简易程序定增募资不超1.085亿元，用于嵌入式存储器研发及产业化项目，推进eMMC、UFS等大容量产品量产；据2026年3月24日投资者关系活动记录表，2026年将加快LPDDR5量产并拓展AI、数据中心等高端市场。 2、据2026年3月24日及5月15日互动易，桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批权限上收至自然资源部。 3、据2026年3月6日年报及3月24日投资者关系活动记录表，公司半导体存储业务2025年营收10.98亿元，同比增长25.20%，DDR4/LPDDR4X/LPDDR5已通过主流平台AVL认证，产品广泛应用于消费电子、车载、工业控制等领域。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-03-13\|28.38\|6.41\|26.50\|29.34\|26.43\|492304;2026-03-16\|29.87\|5.25\|28.20\|29.88\|28.03\|486781;2026-03-17\|29.12\|-2.51\|29.20\|29.65\|28.92\|282422;2026-03-18\|30.58\|5.01\|29.47\|31.35\|29.16\|430320;2026-03-19\|29.60\|-3.20\|29.37\|30.43\|29.21\|280055;2026-03-20\|29.14\|-1.55\|29.60\|30.79\|28.96\|280312;2026-03-23\|28.00\|-3.91\|28.63\|29.76\|27.63\|256013;2026-03-24\|29.39\|4.96\|28.63\|29.44\|27.77\|283380;2026-03-25\|29.58\|0.65\|29.35\|30.21\|29.20\|249043;2026-03-26\|29.81\|0.78\|28.98\|30.10\|28.50\|266905;2026-03-27\|30.67\|2.88\|28.98\|31.00\|27.66\|379672;2026-03-30\|31.00\|1.08\|30.70\|31.90\|29.92\|342276;2026-03-31\|29.13\|-6.03\|30.33\|30.45\|29.13\|274429;2026-04-01\|29.29\|0.55\|30.16\|30.26\|28.80\|250026;2026-04-02\|29.34\|0.17\|29.28\|30.20\|29.03\|201442;2026-04-03\|26.61\|-9.30\|29.05\|29.20\|26.48\|267040;2026-04-07\|26.86\|0.94\|26.46\|28.07\|26.07\|155844;2026-04-08\|29.55\|10.01\|27.75\|29.55\|27.75\|219375;2026-04-09\|32.51\|10.02\|30.16\|32.51\|30.16\|650266;2026-04-10\|33.87\|4.18\|33.09\|34.94\|32.38\|676580;2026-04-13\|34.62\|2.21\|32.71\|35.03\|32.71\|429044;2026-04-14\|38.08\|9.99\|34.88\|38.08\|34.53\|179726;2026-04-15\|34.85\|-8.48\|37.97\|37.97\|34.27\|574206;2026-04-16\|38.34\|10.01\|34.89\|38.34\|33.87\|433753;2026-04-17\|37.73\|-1.59\|39.06\|39.45\|37.19\|547847;2026-04-20\|37.30\|-1.14\|37.25\|38.00\|36.56\|356266;2026-04-21\|36.18\|-3.00\|37.28\|37.28\|35.96\|244119;2026-04-22\|35.81\|-1.02\|36.12\|36.12\|35.27\|235359;2026-04-23\|34.13\|-4.69\|36.12\|36.49\|33.69\|279833;2026-04-24\|35.64\|4.42\|34.16\|36.58\|33.63\|489546;2026-04-27\|36.52\|2.47\|36.21\|37.00\|35.72\|402578;2026-04-28\|35.70\|-2.25\|36.54\|37.36\|35.50\|364306;2026-04-29\|37.01\|3.67\|35.38\|37.26\|34.88\|385977;2026-04-30\|37.30\|0.78\|37.00\|38.41\|36.44\|418706;2026-05-06\|39.10\|4.83\|38.93\|40.88\|38.00\|457777;2026-05-07\|39.96\|2.20\|38.84\|40.50\|37.90\|440330;2026-05-08\|43.15\|7.98\|38.58\|43.43\|38.50\|463691;2026-05-11\|45.11\|4.54\|43.42\|46.30\|43.30\|385653;2026-05-12\|43.51\|-3.55\|43.81\|45.30\|43.11\|251109;2026-05-13\|43.57\|0.14\|43.10\|43.74\|42.50\|271684;2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780
51563	其它归类	偏光片+合肥二期产能爬坡+OLED/车载+减持完毕 1、据2026年6月9日及6月3日互动易，公司合肥二期目前稼动率已超过80%，良率超过90%；公司整体产能利用率维持在较高水平，在手订单充足。 2、据2025年年度报告及2026年4月10日业绩说明会，公司OLED手机偏光片已批量生产，车载偏光片已通过主流面板客户认证并将在2026年形成批量销售，可折叠偏光片2025年实现小批量应用；据2026年一季报，公司2026年第一季度实现归母净利润3331.72万元，同比增长12.43%。 3、据2026年6月24日公告，公司持股5%以上股东汤际瑜减持计划已实施完毕，其持股比例已降至5%以下。	国内偏光片行业龙头企业之一，国内少数具备TFT-LCD用偏光片生产能力的企业之一，是华为等全球著名终端品牌显示屏材料供应商	2026-03-13\|27.92\|-2.65\|28.50\|28.80\|27.75\|45857;2026-03-16\|28.00\|0.29\|27.82\|28.09\|27.17\|47614;2026-03-17\|26.45\|-5.54\|28.11\|28.50\|26.40\|55594;2026-03-18\|27.29\|3.18\|26.35\|27.39\|26.35\|37575;2026-03-19\|27.12\|-0.62\|26.87\|27.87\|26.60\|54530;2026-03-20\|26.58\|-1.99\|27.13\|27.45\|26.58\|44858;2026-03-23\|23.97\|-9.82\|26.00\|26.00\|23.92\|79920;2026-03-24\|25.03\|4.42\|24.65\|25.15\|24.01\|49105;2026-03-25\|25.61\|2.32\|25.25\|25.83\|25.21\|32421;2026-03-26\|25.02\|-2.30\|25.61\|25.62\|24.72\|24447;2026-03-27\|25.16\|0.56\|24.53\|25.27\|24.41\|40590;2026-03-30\|25.97\|3.22\|24.53\|26.00\|24.42\|41189;2026-03-31\|25.50\|-1.81\|26.14\|26.14\|25.36\|32617;2026-04-01\|26.73\|4.82\|26.02\|26.89\|25.97\|47828;2026-04-02\|26.31\|-1.57\|26.73\|27.27\|26.18\|38551;2026-04-03\|25.90\|-1.56\|26.29\|26.51\|25.30\|34019;2026-04-07\|26.14\|0.93\|26.06\|26.78\|25.99\|35649;2026-04-08\|27.46\|5.05\|26.74\|27.49\|26.60\|46801;2026-04-09\|27.39\|-0.25\|27.18\|27.68\|27.05\|34754;2026-04-10\|27.82\|1.57\|27.47\|28.05\|27.47\|35740;2026-04-13\|30.60\|9.99\|27.80\|30.60\|27.53\|150088;2026-04-14\|29.70\|-2.94\|30.99\|31.16\|29.21\|180553;2026-04-15\|28.91\|-2.66\|29.50\|29.95\|28.82\|112224;2026-04-16\|29.56\|2.25\|28.89\|29.92\|28.45\|133801;2026-04-17\|29.34\|-0.74\|29.45\|30.50\|29.26\|89733;2026-04-20\|29.44\|0.34\|29.40\|30.16\|29.06\|77941;2026-04-21\|29.87\|1.46\|29.60\|30.24\|29.44\|78879;2026-04-22\|29.90\|0.10\|29.65\|30.18\|29.40\|72772;2026-04-23\|28.90\|-3.34\|29.89\|29.99\|28.60\|82708;2026-04-24\|28.87\|-0.10\|28.90\|29.29\|28.60\|49841;2026-04-27\|29.61\|2.56\|28.87\|29.64\|28.66\|68969;2026-04-28\|30.42\|2.74\|29.37\|30.62\|29.20\|123687;2026-04-29\|30.69\|0.89\|30.19\|30.92\|30.01\|69734;2026-04-30\|30.91\|0.72\|30.73\|31.42\|30.20\|61873;2026-05-06\|30.82\|-0.29\|30.93\|31.99\|30.55\|68585;2026-05-07\|31.54\|2.34\|30.71\|31.73\|30.63\|67553;2026-05-08\|31.52\|-0.06\|31.45\|31.65\|30.90\|51431;2026-05-11\|31.05\|-1.49\|31.67\|31.77\|30.95\|66040;2026-05-12\|30.09\|-3.09\|31.00\|31.26\|29.95\|79655;2026-05-13\|29.97\|-0.40\|30.00\|30.55\|29.63\|61246;2026-05-14\|30.36\|1.30\|30.20\|31.17\|29.43\|73511;2026-05-15\|29.69\|-2.21\|30.17\|30.45\|29.46\|51974;2026-05-18\|29.66\|-0.10\|29.68\|29.78\|29.19\|43217;2026-05-19\|29.61\|-0.17\|29.63\|29.70\|28.77\|41174;2026-05-20\|29.45\|-0.54\|29.44\|29.78\|29.04\|39523;2026-05-21\|29.11\|-0.78\|30.82\|31.70\|29.10\|109807;2026-05-22\|29.85\|2.54\|29.35\|30.43\|28.60\|77908;2026-05-25\|30.34\|1.64\|30.00\|30.70\|29.58\|57380;2026-05-26\|29.87\|-1.55\|30.07\|30.48\|29.37\|52823;2026-05-27\|29.04\|-2.78\|29.61\|30.15\|28.47\|66144;2026-05-28\|29.25\|0.72\|28.87\|29.49\|28.43\|50440;2026-05-29\|27.22\|-6.94\|29.25\|29.31\|27.13\|67383;2026-06-01\|27.64\|1.54\|27.15\|28.70\|27.02\|55698;2026-06-02\|30.40\|9.99\|27.72\|30.40\|27.72\|84598;2026-06-03\|31.07\|2.20\|30.03\|32.06\|29.80\|181272;2026-06-04\|31.87\|2.57\|31.37\|32.18\|30.73\|125844;2026-06-05\|32.78\|2.86\|32.10\|33.56\|31.58\|138674;2026-06-08\|31.30\|-4.51\|31.67\|33.18\|30.94\|113972;2026-06-09\|31.28\|-0.06\|31.73\|31.80\|30.75\|89903;2026-06-10\|31.14\|-0.45\|31.00\|31.69\|30.24\|111302;2026-06-11\|30.52\|-1.99\|30.60\|30.99\|29.49\|90744;2026-06-12\|29.63\|-2.92\|30.70\|31.77\|29.49\|87956;2026-06-15\|31.42\|6.04\|30.01\|32.17\|29.86\|109672;2026-06-16\|31.94\|1.66\|31.15\|32.39\|31.04\|88975;2026-06-17\|32.55\|1.91\|31.63\|32.87\|31.57\|87340;2026-06-18\|33.10\|1.69\|32.30\|33.15\|31.82\|106710;2026-06-22\|32.66\|-1.33\|33.00\|33.15\|31.62\|91009;2026-06-23\|32.05\|-1.87\|32.50\|32.99\|31.80\|74009;2026-06-24\|35.26\|10.02\|32.05\|35.26\|31.52\|202374;2026-06-25\|34.94\|-0.91\|35.00\|35.54\|34.12\|194203;2026-06-26\|34.02\|-2.63\|34.53\|35.34\|33.70\|148904;2026-06-29\|33.57\|-1.32\|33.61\|35.23\|32.23\|150917;2026-06-30\|35.21\|4.89\|33.58\|35.21\|32.96\|166856;2026-07-01\|33.95\|-3.58\|34.58\|35.27\|33.46\|144619;2026-07-02\|33.32\|-1.86\|33.00\|34.88\|32.35\|124185;2026-07-03\|31.59\|-5.19\|33.22\|33.30\|31.38\|106442;2026-07-06\|30.50\|-3.45\|32.00\|32.18\|30.19\|80874;2026-07-07\|30.30\|-0.66\|30.30\|31.10\|29.75\|57049;2026-07-08\|30.80\|1.65\|30.20\|31.65\|29.71\|79158;2026-07-09\|31.00\|0.65\|30.61\|31.15\|29.16\|85263;2026-07-10\|31.56\|1.81\|31.45\|33.69\|31.15\|113249;2026-07-13\|29.20\|-7.48\|31.00\|31.75\|29.00\|79925;2026-07-14\|28.99\|-0.72\|29.65\|30.12\|27.93\|78739;2026-07-15\|28.40\|-2.04\|29.23\|29.59\|28.18\|55027;2026-07-16\|27.30\|-3.87\|28.10\|29.08\|27.18\|56266;2026-07-17\|25.69\|-5.90\|27.14\|27.46\|25.58\|70961;2026-07-20\|24.28\|-5.49\|26.12\|26.24\|23.81\|67678;2026-07-21\|25.73\|5.97\|24.45\|25.80\|23.00\|73693;2026-07-22\|25.41\|-1.24\|25.43\|26.09\|25.30\|47598
51562	其它归类	绿色装备+雅鲁藏布江水电+厦门国资行业原因： 1、据央视财经3月30日报道，沿江高铁总投资超5000亿元，据测算，将带动上下游行业增加值增长近1.5万亿元。 2、据央视网4月2日报道，2026年前两月工程机械出口额106.86亿美元，同比增长33.4%，高端化、电动化机型成出口新亮点。公司原因： 1、据2025年8月29日半年报，公司已完成5吨二代电动、6吨电动、7吨甲醇增程装载机小批试制，并推进无人智能装载机开发。 2、据2025年8月8日互动易，公司正积极跟进雅鲁藏布江下游水电工程招标动态，并与当地经销商开展合作，主营装载机、挖掘机、掘进机械等产品可应用于该国家能源战略重点项目。 3、据2025年4月18日年报及2025年8月29日半年报，公司控股股东为厦门海翼集团，最终控制人为厦门国资委。	实控人厦门国资委，中国最大的工程机械制造基地之一	2026-03-13\|3.14\|0.00\|3.13\|3.20\|3.12\|355327;2026-03-16\|3.17\|0.96\|3.15\|3.22\|3.13\|341381;2026-03-17\|3.34\|5.36\|3.18\|3.43\|3.17\|1287964;2026-03-18\|3.27\|-2.10\|3.30\|3.34\|3.22\|710780;2026-03-19\|3.47\|6.12\|3.23\|3.51\|3.19\|1508054;2026-03-20\|3.61\|4.03\|3.46\|3.72\|3.46\|1902774;2026-03-23\|3.84\|6.37\|3.52\|3.97\|3.46\|1916706;2026-03-24\|3.90\|1.56\|3.85\|3.95\|3.65\|1623844;2026-03-25\|4.29\|10.00\|3.90\|4.29\|3.81\|1845095;2026-03-26\|4.20\|-2.10\|4.58\|4.72\|4.14\|3166261;2026-03-27\|4.25\|1.19\|4.03\|4.32\|3.80\|2299065;2026-03-30\|4.26\|0.24\|4.10\|4.29\|3.83\|2024184;2026-03-31\|4.00\|-6.10\|4.13\|4.31\|3.99\|1728104;2026-04-01\|3.79\|-5.25\|4.07\|4.19\|3.72\|1651996;2026-04-02\|3.69\|-2.64\|3.73\|3.83\|3.63\|1055535;2026-04-03\|3.50\|-5.15\|3.68\|3.69\|3.42\|917042;2026-04-07\|3.51\|0.29\|3.47\|3.59\|3.42\|577331;2026-04-08\|3.86\|9.97\|3.56\|3.86\|3.55\|549294;2026-04-09\|3.73\|-3.37\|3.86\|3.90\|3.70\|933767;2026-04-10\|3.71\|-0.54\|3.78\|3.82\|3.68\|829357;2026-04-13\|4.08\|9.97\|3.78\|4.08\|3.60\|1306806;2026-04-14\|4.17\|2.21\|4.08\|4.32\|4.02\|1852090;2026-04-15\|4.10\|-1.68\|4.15\|4.21\|4.02\|1073466;2026-04-16\|4.11\|0.24\|4.12\|4.15\|4.03\|747165;2026-04-17\|4.06\|-1.22\|4.10\|4.13\|4.00\|678516;2026-04-20\|4.04\|-0.49\|4.04\|4.08\|3.98\|679714;2026-04-21\|4.11\|1.73\|4.00\|4.16\|3.97\|1008432;2026-04-22\|4.52\|9.98\|4.20\|4.52\|4.17\|2655466;2026-04-23\|4.07\|-9.96\|4.59\|4.72\|4.07\|3331134;2026-04-24\|3.88\|-4.67\|3.93\|3.95\|3.70\|2328528;2026-04-27\|4.27\|10.05\|3.89\|4.27\|3.86\|1834830;2026-04-28\|4.37\|2.34\|4.33\|4.43\|4.20\|2065021;2026-04-29\|4.43\|1.37\|4.36\|4.49\|4.25\|1212044;2026-04-30\|4.41\|-0.45\|4.48\|4.49\|4.30\|810644;2026-05-06\|4.48\|1.59\|4.41\|4.53\|4.36\|792307;2026-05-07\|4.93\|10.04\|4.49\|4.93\|4.45\|1082152;2026-05-08\|4.93\|0.00\|4.70\|4.93\|4.70\|1472811;2026-05-11\|4.82\|-2.23\|4.83\|5.11\|4.78\|1292442;2026-05-12\|4.58\|-4.98\|4.77\|4.82\|4.53\|1108721;2026-05-13\|4.48\|-2.18\|4.55\|4.73\|4.40\|1008891;2026-05-14\|4.35\|-2.90\|4.48\|4.51\|4.33\|735553;2026-05-15\|4.30\|-1.15\|4.36\|4.38\|4.17\|766924;2026-05-18\|4.19\|-2.56\|4.25\|4.26\|4.14\|581571;2026-05-19\|4.20\|0.24\|4.12\|4.21\|4.08\|563468;2026-05-20\|4.05\|-3.57\|4.16\|4.18\|4.02\|469465;2026-05-21\|3.85\|-4.94\|4.13\|4.14\|3.83\|630505;2026-05-22\|3.89\|1.04\|3.86\|3.93\|3.82\|412446;2026-05-25\|3.74\|-3.86\|3.96\|4.07\|3.69\|779010;2026-05-26\|3.50\|-6.42\|3.74\|3.77\|3.44\|807518;2026-05-27\|3.40\|-2.86\|3.50\|3.54\|3.37\|506107;2026-05-28\|3.45\|1.47\|3.38\|3.48\|3.38\|439989;2026-05-29\|3.33\|-3.48\|3.45\|3.47\|3.30\|456274;2026-06-01\|3.40\|2.10\|3.28\|3.44\|3.28\|425473;2026-06-02\|3.33\|-2.06\|3.41\|3.43\|3.24\|383648;2026-06-03\|3.36\|0.90\|3.35\|3.38\|3.29\|351338;2026-06-04\|3.31\|-1.49\|3.31\|3.40\|3.28\|315134;2026-06-05\|3.28\|-0.91\|3.32\|3.35\|3.23\|350338;2026-06-08\|3.16\|-3.66\|3.23\|3.31\|3.12\|415791;2026-06-09\|3.15\|-0.32\|3.18\|3.20\|3.11\|411439;2026-06-10\|3.04\|-3.49\|3.16\|3.16\|2.98\|447597;2026-06-11\|2.96\|-2.63\|3.01\|3.05\|2.92\|382071;2026-06-12\|3.03\|2.36\|3.01\|3.12\|2.94\|587273;2026-06-15\|3.06\|0.99\|3.09\|3.24\|3.02\|589811;2026-06-16\|3.03\|-0.98\|3.07\|3.08\|2.99\|521718;2026-06-17\|2.89\|-4.62\|3.05\|3.05\|2.87\|546662;2026-06-18\|2.81\|-2.77\|2.88\|2.88\|2.77\|473888;2026-06-22\|2.78\|-1.07\|2.83\|2.84\|2.72\|558375;2026-06-23\|2.81\|1.08\|2.77\|2.89\|2.76\|504748;2026-06-24\|2.64\|-6.05\|2.81\|2.82\|2.62\|565888;2026-06-25\|2.62\|-0.76\|2.66\|2.77\|2.60\|517812;2026-06-26\|2.57\|-1.91\|2.60\|2.68\|2.56\|503070;2026-06-29\|2.55\|-0.78\|2.57\|2.57\|2.45\|496901;2026-06-30\|2.57\|0.78\|2.54\|2.58\|2.48\|367520;2026-07-01\|2.63\|2.33\|2.56\|2.68\|2.55\|456896;2026-07-02\|2.89\|9.89\|2.62\|2.89\|2.62\|408100;2026-07-03\|2.82\|-2.42\|2.87\|2.89\|2.75\|1116726;2026-07-06\|2.70\|-4.26\|2.83\|2.87\|2.68\|600819;2026-07-07\|2.61\|-3.33\|2.72\|2.89\|2.61\|750705;2026-07-08\|2.54\|-2.68\|2.62\|2.62\|2.51\|476306;2026-07-09\|2.55\|0.39\|2.55\|2.59\|2.46\|397749;2026-07-10\|2.63\|3.14\|2.57\|2.69\|2.50\|473129;2026-07-13\|2.43\|-7.60\|2.63\|2.64\|2.41\|561239;2026-07-14\|2.50\|2.88\|2.37\|2.51\|2.37\|383444;2026-07-15\|2.57\|2.80\|2.47\|2.61\|2.46\|598558;2026-07-16\|2.56\|-0.39\|2.55\|2.63\|2.49\|336748;2026-07-17\|2.46\|-3.91\|2.54\|2.57\|2.45\|446688;2026-07-20\|2.39\|-2.85\|2.48\|2.53\|2.33\|441738;2026-07-21\|2.42\|1.26\|2.42\|2.46\|2.23\|531228;2026-07-22\|2.41\|-0.41\|2.39\|2.46\|2.37\|345844
51561		油气涨价+煤层气+山西国资行业原因：据中国基金报，美国将封锁霍尔木兹海峡，导致紧张局势升级，原油、天然气价格飙升，黄金、白银价格大跌。4月13日早间，布伦特原油期货涨幅扩大至9%，报103.33美元/桶。公司原因： 1、据央视新闻报道，当地时间4月12日，美国中央司令部发表声明称，根据总统公告，美国中央司令部部队将于美国东部时间4月13日上午10时起，对所有进出伊朗港口的海上交通实施封锁。4月13日盘中，全球基准布伦特原油期货价格一度涨超9%，盘中突破每桶103美元，而欧洲天然气期货价格一度飙升近18%。 2、据2025年8月26日半年度报告，公司建成勘查—开发—销售煤层气全产业链，拥有23宗矿业权、探明储量531.91亿立方米，年销量超12亿立方米。 3、据2026年3月6日公告，全资子公司竞得沁水盆地法中区块煤层气探矿权，新增297.9平方千米资源储备。 4、据2025年4月25日年度报告，公司最终控制人为山西省国资委，连续三年入选国务院国资委“双百企业”。	公司为山西煤层气龙头，布局煤层气上中下游一体化产业链	2026-03-13\|9.46\|-4.64\|9.95\|9.98\|9.42\|636233;2026-03-16\|9.30\|-1.69\|9.66\|9.82\|9.25\|527754;2026-03-17\|9.17\|-1.40\|9.28\|9.34\|9.04\|534268;2026-03-18\|8.92\|-2.73\|8.98\|9.02\|8.68\|500926;2026-03-19\|9.81\|9.98\|9.33\|9.81\|9.13\|848296;2026-03-20\|10.30\|4.99\|9.64\|10.70\|9.52\|1454798;2026-03-23\|11.00\|6.80\|10.40\|11.02\|10.13\|1390063;2026-03-24\|10.48\|-4.73\|10.30\|10.68\|10.04\|1044742;2026-03-25\|9.94\|-5.15\|9.72\|10.17\|9.60\|967357;2026-03-26\|10.93\|9.96\|9.96\|10.93\|9.90\|987122;2026-03-27\|11.57\|5.86\|11.20\|11.86\|11.01\|1529992;2026-03-30\|10.95\|-5.36\|11.91\|12.18\|10.88\|1293011;2026-03-31\|10.28\|-6.12\|10.80\|10.93\|10.27\|961384;2026-04-01\|9.92\|-3.50\|10.15\|10.31\|9.92\|682401;2026-04-02\|10.91\|9.98\|10.05\|10.91\|10.05\|379089;2026-04-03\|10.26\|-5.96\|10.76\|10.76\|10.21\|850402;2026-04-07\|10.49\|2.24\|10.00\|10.64\|9.75\|806434;2026-04-08\|9.44\|-10.01\|9.44\|9.47\|9.44\|256307;2026-04-09\|9.53\|0.95\|9.65\|9.79\|9.21\|1081933;2026-04-10\|9.25\|-2.94\|9.25\|9.43\|9.14\|731941;2026-04-13\|10.18\|10.05\|9.61\|10.18\|9.30\|1192429;2026-04-14\|10.00\|-1.77\|10.08\|10.71\|9.92\|1291938;2026-04-15\|9.49\|-5.10\|9.89\|9.90\|9.32\|759998;2026-04-16\|9.29\|-2.11\|9.40\|9.45\|9.12\|618404;2026-04-17\|9.03\|-2.80\|9.37\|9.49\|8.91\|818554;2026-04-20\|9.01\|-0.22\|9.07\|9.16\|8.90\|590470;2026-04-21\|8.87\|-1.55\|8.93\|8.97\|8.75\|489323;2026-04-22\|8.82\|-0.56\|8.97\|9.04\|8.70\|491191;2026-04-23\|9.25\|4.88\|8.90\|9.49\|8.90\|919100;2026-04-24\|8.83\|-4.54\|9.25\|9.25\|8.77\|658102;2026-04-27\|8.86\|0.34\|8.76\|8.97\|8.58\|394649;2026-04-28\|9.03\|1.92\|8.68\|9.09\|8.67\|546388;2026-04-29\|9.12\|1.00\|9.04\|9.19\|9.00\|439358;2026-04-30\|9.15\|0.33\|9.32\|9.36\|9.09\|438256;2026-05-06\|8.83\|-3.50\|8.86\|8.95\|8.67\|446261;2026-05-07\|8.46\|-4.19\|8.64\|8.68\|8.35\|547395;2026-05-08\|8.52\|0.71\|8.58\|8.60\|8.41\|395812;2026-05-11\|8.50\|-0.23\|8.60\|8.73\|8.49\|362662;2026-05-12\|8.38\|-1.41\|8.52\|8.56\|8.25\|330618;2026-05-13\|8.31\|-0.84\|8.38\|8.49\|8.28\|278137;2026-05-14\|8.20\|-1.32\|8.26\|8.34\|8.16\|283382;2026-05-15\|8.24\|0.49\|8.17\|8.28\|8.06\|290659;2026-05-18\|8.60\|4.37\|8.40\|8.68\|8.27\|589096;2026-05-19\|8.24\|-4.19\|8.40\|8.44\|8.15\|445437;2026-05-20\|8.33\|1.09\|8.22\|8.48\|8.18\|350132;2026-05-21\|7.86\|-5.64\|8.07\|8.14\|7.85\|401496;2026-05-22\|7.89\|0.38\|7.86\|7.94\|7.76\|233076;2026-05-25\|7.74\|-1.90\|8.31\|8.58\|7.67\|512285;2026-05-26\|7.62\|-1.55\|7.68\|7.76\|7.50\|339283;2026-05-27\|7.43\|-2.49\|7.58\|7.60\|7.36\|254484;2026-05-28\|7.59\|2.15\|7.40\|7.60\|7.40\|249988;2026-05-29\|7.49\|-1.32\|7.45\|7.59\|7.43\|204413;2026-06-01\|7.85\|4.81\|7.51\|7.96\|7.50\|332982;2026-06-02\|7.64\|-2.68\|7.96\|7.97\|7.60\|281995;2026-06-03\|7.81\|2.23\|7.68\|7.83\|7.54\|303155;2026-06-04\|7.41\|-5.12\|7.61\|7.61\|7.38\|296058;2026-06-05\|7.36\|-0.67\|7.34\|7.43\|7.28\|207746;2026-06-08\|7.38\|0.27\|7.33\|7.54\|7.28\|331816;2026-06-09\|7.04\|-4.61\|7.14\|7.20\|6.93\|350081;2026-06-10\|6.93\|-1.56\|7.03\|7.07\|6.85\|227699;2026-06-11\|7.07\|2.02\|7.17\|7.20\|6.98\|279328;2026-06-12\|7.15\|1.13\|6.86\|7.24\|6.85\|312165;2026-06-15\|7.01\|-1.96\|6.99\|7.13\|6.93\|202893;2026-06-16\|6.86\|-2.14\|6.99\|7.02\|6.81\|184787;2026-06-17\|6.74\|-1.75\|6.80\|6.83\|6.69\|146792;2026-06-18\|6.65\|-1.34\|6.75\|6.76\|6.63\|125356;2026-06-22\|6.66\|0.15\|6.66\|6.70\|6.49\|182683;2026-06-23\|6.67\|0.15\|6.61\|6.79\|6.60\|155976;2026-06-24\|6.44\|-3.45\|6.67\|6.68\|6.41\|152056;2026-06-25\|6.21\|-3.57\|6.37\|6.38\|6.19\|172324;2026-06-26\|6.01\|-2.44\|6.21\|6.22\|5.99\|159103;2026-06-29\|6.08\|1.16\|6.05\|6.12\|5.90\|130365;2026-06-30\|5.99\|-1.48\|6.02\|6.09\|5.96\|97905;2026-07-01\|6.14\|2.50\|5.95\|6.23\|5.93\|156511;2026-07-02\|6.16\|0.33\|6.11\|6.22\|6.07\|129164;2026-07-03\|6.25\|1.46\|6.21\|6.31\|6.17\|127993;2026-07-06\|6.27\|0.32\|6.26\|6.36\|6.15\|139335;2026-07-07\|6.09\|-2.87\|6.28\|6.29\|6.05\|136492;2026-07-08\|6.23\|2.30\|6.35\|6.38\|6.15\|289928;2026-07-09\|6.28\|0.80\|6.34\|6.65\|6.24\|492175;2026-07-10\|6.25\|-0.48\|6.08\|6.33\|5.98\|345022;2026-07-13\|6.40\|2.40\|6.46\|6.52\|6.29\|363631;2026-07-14\|7.04\|10.00\|6.58\|7.04\|6.57\|673224;2026-07-15\|6.79\|-3.55\|6.96\|7.09\|6.78\|664369;2026-07-16\|6.67\|-1.77\|6.84\|6.89\|6.53\|376149;2026-07-17\|6.60\|-1.05\|6.62\|6.99\|6.52\|496644;2026-07-20\|7.13\|8.03\|6.84\|7.25\|6.81\|801572;2026-07-21\|6.73\|-5.61\|6.80\|6.82\|6.53\|582457;2026-07-22\|6.94\|3.12\|6.82\|6.99\|6.76\|524958
51560		燃气+西部大开发+综合能源转型行业原因：当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，占全球出口20%，欧洲气价一日暴涨50%，ICE英国NBP期货飙涨逾40%。公司原因： 1、据2026年3月3日公告，公司2025年营收72,569.29万元、净利1.01亿元，分别同比增长9.09%、16.10%，燃气销售及增值业务利润增加。 2、据2025年8月27日半年度报告，公司深耕陕西城镇燃气，管网覆盖经济总量大、人口多的核心区域，受益于西部大开发及关天经济区等国家级政策。 3、据2024年度报告，公司2024年起建设西安智慧能源研究院，布局智慧综合能源、相变储能、分布式供热，推动由单一燃气供应向清洁能源综合服务商转型。	公司主营城镇燃气输配与运营	2026-03-13\|13.96\|-0.21\|13.92\|14.18\|13.85\|56225;2026-03-16\|13.71\|-1.79\|13.93\|14.14\|13.61\|52412;2026-03-17\|13.44\|-1.97\|13.71\|13.83\|13.44\|46529;2026-03-18\|13.59\|1.12\|13.47\|13.61\|13.37\|30596;2026-03-19\|13.93\|2.50\|13.75\|14.05\|13.58\|83183;2026-03-20\|13.38\|-3.95\|13.62\|13.76\|13.28\|72054;2026-03-23\|12.65\|-5.46\|13.37\|13.37\|12.51\|73213;2026-03-24\|13.22\|4.51\|12.73\|13.22\|12.66\|58116;2026-03-25\|13.37\|1.13\|13.30\|13.45\|13.10\|41790;2026-03-26\|13.37\|0.00\|13.35\|13.47\|13.24\|29238;2026-03-27\|13.63\|1.94\|13.26\|13.64\|13.20\|35629;2026-03-30\|13.52\|-0.81\|13.63\|13.90\|13.36\|33312;2026-03-31\|13.63\|0.81\|13.62\|13.84\|13.55\|46838;2026-04-01\|13.70\|0.51\|13.80\|13.94\|13.67\|44844;2026-04-02\|13.92\|1.61\|13.66\|14.02\|13.65\|58859;2026-04-03\|13.13\|-5.68\|13.79\|13.86\|13.09\|62473;2026-04-07\|13.41\|2.13\|13.13\|13.52\|12.92\|39380;2026-04-08\|13.56\|1.12\|13.46\|13.57\|13.30\|42933;2026-04-09\|13.93\|2.73\|13.55\|13.96\|13.45\|57359;2026-04-10\|15.32\|9.98\|13.90\|15.32\|13.83\|141360;2026-04-13\|16.85\|9.99\|15.35\|16.85\|15.10\|222814;2026-04-14\|18.54\|10.03\|17.00\|18.54\|17.00\|211310;2026-04-15\|16.69\|-9.98\|18.36\|19.10\|16.69\|383009;2026-04-16\|15.38\|-7.85\|15.98\|16.20\|15.02\|317341;2026-04-17\|14.86\|-3.38\|14.88\|15.07\|14.68\|206790;2026-04-20\|14.89\|0.20\|14.82\|14.90\|14.58\|143374;2026-04-21\|14.77\|-0.81\|14.75\|14.82\|14.49\|104036;2026-04-22\|14.45\|-2.17\|14.70\|14.75\|14.42\|100630;2026-04-23\|15.28\|5.74\|14.58\|15.28\|14.53\|188731;2026-04-24\|14.87\|-2.68\|15.10\|15.13\|14.65\|119086;2026-04-27\|14.96\|0.61\|14.92\|14.99\|14.60\|82275;2026-04-28\|15.61\|4.34\|14.90\|15.66\|14.74\|162771;2026-04-29\|11.39\|-2.40\|11.24\|11.50\|11.20\|133738;2026-04-30\|10.94\|-3.95\|11.41\|11.45\|10.90\|125265;2026-05-06\|11.11\|1.55\|10.85\|11.16\|10.63\|108889;2026-05-07\|11.00\|-0.99\|11.00\|11.10\|10.89\|75777;2026-05-08\|11.29\|2.64\|11.00\|11.33\|10.96\|102838;2026-05-11\|11.35\|0.53\|11.32\|11.35\|11.12\|87069;2026-05-12\|11.45\|0.88\|11.32\|11.54\|11.14\|108170;2026-05-13\|11.94\|4.28\|11.42\|11.97\|11.33\|172682;2026-05-14\|11.77\|-1.42\|11.80\|11.95\|11.62\|112926;2026-05-15\|11.68\|-0.76\|11.65\|11.97\|11.51\|107294;2026-05-18\|12.30\|5.31\|11.54\|12.45\|11.50\|169617;2026-05-19\|12.13\|-1.38\|12.13\|12.37\|11.97\|103668;2026-05-20\|12.20\|0.58\|12.12\|12.73\|12.08\|153619;2026-05-21\|11.95\|-2.05\|12.13\|12.49\|11.90\|136690;2026-05-22\|12.00\|0.42\|11.81\|12.90\|11.81\|139634;2026-05-25\|12.37\|3.08\|12.00\|12.56\|11.58\|181847;2026-05-26\|11.88\|-3.96\|12.12\|12.24\|11.81\|100520;2026-05-27\|13.07\|10.02\|11.95\|13.07\|11.92\|176978;2026-05-28\|13.02\|-0.38\|13.15\|13.46\|12.80\|232217;2026-05-29\|12.67\|-2.69\|12.80\|13.22\|12.56\|171127;2026-06-01\|13.34\|5.29\|12.62\|13.62\|12.48\|232744;2026-06-02\|13.78\|3.30\|13.14\|13.83\|12.81\|179402;2026-06-03\|13.60\|-1.31\|13.34\|13.75\|13.19\|151745;2026-06-04\|13.19\|-3.01\|13.38\|13.46\|12.91\|88846;2026-06-05\|11.87\|-10.01\|13.19\|13.19\|11.87\|164049;2026-06-08\|10.93\|-7.92\|11.30\|11.46\|10.69\|119748;2026-06-09\|10.60\|-3.02\|10.92\|10.96\|10.39\|96880;2026-06-10\|10.19\|-3.87\|10.40\|10.49\|10.03\|89367;2026-06-11\|10.22\|0.29\|10.34\|10.71\|10.11\|72962;2026-06-12\|11.24\|9.98\|10.38\|11.24\|10.20\|92943;2026-06-15\|10.94\|-2.67\|11.26\|11.54\|10.83\|107831;2026-06-16\|10.78\|-1.46\|10.96\|11.00\|10.68\|60870;2026-06-17\|10.82\|0.37\|10.88\|10.99\|10.76\|56184;2026-06-18\|10.50\|-2.96\|10.74\|10.77\|10.44\|63121;2026-06-22\|10.66\|1.52\|10.58\|10.68\|10.25\|64259;2026-06-23\|10.98\|3.00\|10.65\|11.16\|10.56\|76400;2026-06-24\|10.54\|-4.01\|10.88\|10.98\|10.35\|69612;2026-06-25\|10.50\|-0.38\|10.45\|10.89\|10.34\|55657;2026-06-26\|10.20\|-2.86\|10.45\|10.55\|10.15\|46200;2026-06-29\|9.97\|-2.25\|10.16\|10.20\|9.70\|53007;2026-06-30\|10.06\|0.90\|9.95\|10.17\|9.78\|50556;2026-07-01\|10.13\|0.70\|10.06\|10.20\|9.91\|50063;2026-07-02\|10.14\|0.10\|10.11\|10.39\|10.04\|33092;2026-07-03\|10.43\|2.86\|10.14\|10.54\|10.13\|36805;2026-07-06\|10.36\|-0.67\|10.36\|10.45\|10.25\|26629;2026-07-07\|10.18\|-1.74\|10.29\|10.60\|10.14\|51661;2026-07-08\|10.10\|-0.79\|10.24\|10.41\|10.07\|26878;2026-07-09\|9.93\|-1.68\|10.00\|10.19\|9.88\|33938;2026-07-10\|9.97\|0.40\|9.86\|10.15\|9.80\|30631;2026-07-13\|9.67\|-3.01\|9.99\|10.12\|9.52\|40027;2026-07-14\|10.26\|6.10\|9.60\|10.31\|9.60\|68284;2026-07-15\|10.20\|-0.58\|10.19\|10.40\|10.11\|40306;2026-07-16\|10.13\|-0.69\|10.18\|10.31\|10.07\|38435;2026-07-17\|9.79\|-3.36\|10.08\|10.32\|9.68\|46462;2026-07-20\|9.43\|-3.68\|9.86\|10.06\|9.36\|62621;2026-07-21\|9.16\|-2.86\|9.36\|9.36\|8.66\|78110;2026-07-22\|9.08\|-0.87\|9.01\|9.27\|8.96\|28019

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