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
112528	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710;2026-09-15\|18.91\|0.96\|18.30\|19.56\|18.30\|2469253;2026-09-16\|20.23\|6.98\|18.78\|20.80\|18.77\|3552884;2026-09-17\|20.57\|1.68\|19.88\|20.89\|19.87\|3198977
112527	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	玻璃基板+先进封装+三星供应链行业原因：据兴业证券6月11日研报，AI算力需求爆发推动先进封装技术迭代，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3日异常波动公告，近期资本市场对“玻璃基板”概念关注度较高；据2026年6月1日投资者关系活动记录表，公司开展玻璃基板代加工业务，12寸玻璃晶圆已批量出货，310310和515510等尺寸玻璃基板小批量出货。 2、据2025年年度报告，公司掌握TGV工艺，可实现微小孔径通孔及盲孔处理；拥有TO至TOLL、PDFNCLIP等先进封装技术，产品覆盖IGBT、SiC与GaN功率器件并已批量生产。 3、据2026年6月1日投资者关系活动记录表，公司通过收购股权已成功切入三星供应链体系，手机摄像模组用软膜滤光片持续量产；据2026年6月3日异常波动公告，该业务2025年销售收入占公司总营收比重不足2.50%。	1、公司自主开发TGV 玻璃通孔工艺，通过激光诱导与湿法腐蚀实现最小10μm孔径加工，为半导体封测、MEMS及AI芯片3D堆叠提供核心玻璃基板制程能力； 2、公司开发了光刻用掩模版衬底并已开始送样，这是光刻工序中的关键耗材。同时，公司为生产需要引进了先进的光刻设备（如用于新产品开发的12英寸90nm节点KrF光刻机）	2026-05-14\|18.87\|8.01\|17.54\|19.87\|17.34\|267502;2026-05-15\|17.53\|-7.10\|18.45\|19.16\|17.33\|220658;2026-05-18\|18.10\|3.25\|17.59\|18.38\|17.10\|170296;2026-05-19\|18.54\|2.43\|17.80\|19.12\|17.56\|146253;2026-05-20\|18.79\|1.35\|18.41\|18.90\|17.77\|156602;2026-05-21\|20.63\|9.79\|19.68\|22.55\|19.47\|678378;2026-05-22\|23.10\|11.97\|21.63\|24.12\|21.40\|609818;2026-05-25\|23.84\|3.20\|22.81\|24.08\|21.84\|489945;2026-05-26\|24.56\|3.02\|23.91\|24.59\|21.90\|433291;2026-05-27\|22.60\|-7.98\|25.62\|25.92\|22.01\|559521;2026-05-28\|22.19\|-1.81\|22.00\|23.20\|21.46\|354964;2026-05-29\|20.59\|-7.21\|22.26\|22.58\|20.59\|303918;2026-06-01\|22.30\|8.30\|20.60\|23.67\|19.98\|328681;2026-06-02\|26.76\|20.00\|24.76\|26.76\|24.71\|207858;2026-06-03\|30.20\|12.86\|29.00\|31.00\|28.01\|631669;2026-06-04\|31.85\|5.46\|28.62\|33.85\|28.62\|498816;2026-06-05\|31.10\|-2.35\|31.98\|33.70\|30.62\|493456;2026-06-08\|28.49\|-8.39\|28.88\|32.26\|28.43\|436778;2026-06-09\|27.96\|-1.86\|29.00\|29.49\|26.73\|416073;2026-06-10\|24.85\|-11.12\|26.99\|27.00\|24.48\|392567;2026-06-11\|24.25\|-2.41\|24.10\|25.45\|23.56\|286111;2026-06-12\|22.52\|-7.13\|24.25\|24.83\|22.30\|366484;2026-06-15\|25.98\|15.36\|22.65\|26.63\|22.57\|413897;2026-06-16\|26.62\|2.46\|25.01\|26.96\|24.90\|437114;2026-06-17\|31.94\|19.98\|27.57\|31.94\|27.57\|161751;2026-06-18\|29.56\|-7.45\|32.30\|32.30\|28.71\|528011;2026-06-22\|29.47\|-0.30\|30.36\|30.75\|28.35\|451908;2026-06-23\|28.79\|-2.31\|29.19\|29.49\|27.67\|271785;2026-06-24\|29.10\|1.08\|28.10\|30.18\|27.38\|369985;2026-06-25\|28.63\|-1.62\|30.18\|30.83\|27.90\|455081;2026-06-26\|30.22\|5.55\|27.91\|31.79\|27.66\|521261;2026-06-29\|29.33\|-2.95\|30.55\|32.33\|27.02\|448804;2026-06-30\|30.75\|4.84\|29.25\|30.90\|28.67\|429276;2026-07-01\|28.43\|-7.54\|29.00\|29.70\|27.02\|355582;2026-07-02\|26.60\|-6.44\|25.71\|27.89\|24.10\|295789;2026-07-03\|24.70\|-7.14\|26.00\|26.49\|24.53\|240974;2026-07-06\|23.21\|-6.03\|25.00\|25.13\|22.80\|228931;2026-07-07\|22.90\|-1.34\|23.00\|23.59\|22.33\|134888;2026-07-08\|21.73\|-5.11\|23.00\|23.28\|21.30\|143553;2026-07-09\|23.03\|5.98\|22.00\|23.14\|21.32\|163718;2026-07-10\|22.35\|-2.95\|23.29\|24.39\|22.26\|184393;2026-07-13\|20.09\|-10.11\|21.89\|22.77\|19.85\|162193;2026-07-14\|20.76\|3.33\|20.09\|21.00\|19.34\|135921;2026-07-15\|19.56\|-5.78\|20.60\|21.00\|19.42\|123439;2026-07-16\|18.15\|-7.21\|19.42\|19.69\|17.91\|154696;2026-07-17\|16.00\|-11.85\|18.16\|18.30\|15.78\|193670;2026-07-20\|13.89\|-13.19\|16.45\|16.68\|13.11\|256029;2026-07-21\|15.25\|9.79\|13.96\|15.38\|12.15\|286917;2026-07-22\|14.87\|-2.49\|14.87\|15.98\|14.57\|186704;2026-07-23\|14.49\|-2.56\|15.00\|15.39\|14.30\|149535;2026-07-24\|13.98\|-3.52\|14.13\|14.72\|13.84\|112650;2026-07-27\|14.73\|5.36\|14.07\|14.78\|13.70\|116831;2026-07-28\|13.89\|-5.70\|14.79\|15.33\|13.84\|147049;2026-07-29\|13.40\|-3.53\|13.81\|13.96\|12.60\|179193;2026-07-30\|12.30\|-8.21\|13.40\|13.51\|12.13\|160183;2026-07-31\|12.95\|5.28\|13.21\|13.85\|12.95\|159707;2026-08-03\|12.94\|-0.08\|12.99\|13.72\|12.77\|165539;2026-08-04\|13.95\|7.81\|13.09\|14.09\|13.01\|163016;2026-08-05\|14.92\|6.95\|14.00\|15.10\|13.85\|165050;2026-08-06\|15.29\|2.48\|14.69\|15.52\|14.40\|152221;2026-08-07\|16.28\|6.47\|15.28\|16.40\|14.91\|201467;2026-08-10\|15.68\|-3.69\|16.16\|16.25\|15.33\|166004;2026-08-11\|15.58\|-0.64\|15.49\|15.93\|15.25\|111733;2026-08-12\|16.55\|6.23\|15.52\|16.63\|15.52\|140945;2026-08-13\|15.80\|-4.53\|16.66\|16.80\|15.75\|127234;2026-08-14\|16.21\|2.59\|16.00\|16.55\|15.84\|125376;2026-08-17\|17.15\|5.80\|16.18\|17.22\|15.98\|130364;2026-08-18\|17.37\|1.28\|17.15\|17.55\|16.76\|163787;2026-08-19\|15.70\|-9.61\|16.69\|16.93\|15.49\|156504;2026-08-20\|15.67\|-0.19\|15.90\|16.08\|15.37\|150385;2026-08-21\|15.97\|1.91\|15.60\|16.12\|15.16\|99527;2026-08-24\|15.57\|-2.50\|16.00\|16.04\|15.14\|99820;2026-08-25\|15.61\|0.26\|15.25\|15.85\|14.65\|132005;2026-08-26\|15.45\|-1.02\|15.90\|15.90\|15.00\|88430;2026-08-27\|16.04\|3.82\|15.25\|16.25\|15.25\|106559;2026-08-28\|15.77\|-1.68\|15.89\|16.72\|15.73\|110100;2026-08-31\|16.09\|2.03\|15.41\|16.17\|15.30\|78945;2026-09-01\|15.61\|-2.98\|16.09\|16.09\|15.35\|96394;2026-09-02\|15.22\|-2.50\|15.33\|15.50\|15.07\|88747;2026-09-03\|15.37\|0.99\|15.36\|15.60\|15.00\|72486;2026-09-04\|14.85\|-3.38\|15.45\|15.87\|14.71\|98405;2026-09-07\|15.43\|3.91\|14.96\|15.63\|14.96\|110453;2026-09-08\|15.18\|-1.62\|15.33\|15.75\|15.08\|87896;2026-09-09\|15.11\|-0.46\|15.30\|15.64\|15.05\|76059;2026-09-10\|14.79\|-2.12\|14.90\|15.13\|14.70\|97503;2026-09-11\|14.53\|-1.76\|14.59\|14.71\|13.89\|85083;2026-09-14\|14.80\|1.86\|14.48\|14.95\|14.11\|74333;2026-09-15\|14.72\|-0.54\|14.65\|15.05\|14.55\|63086;2026-09-16\|15.41\|4.69\|14.74\|15.53\|14.60\|82194;2026-09-17\|16.64\|7.98\|15.48\|18.18\|15.41\|324244
112526	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	功率半导体+分红+摘帽+吉林国资行业原因：据招商证券5月25日研报指出，AI驱动2.5D/3D封装技术持续迭代，芯片性能提升的关键正加速向后道迁移。华为正式发表“韬定律”，对逻辑折叠、3D折叠的商业化验证对先进封装形成强劲的新增量，持续推动产业链在超细间距混合键合等高壁垒工艺上的技术突破与产能布局。公司原因： 1、据2026年6月2日公告，公司披露2025年年度权益分派实施公告，这是公司撤销退市风险警示后的首次分红。 2、据2026年4月21日年报，公司是集功率半导体器件设计研发、芯片加工、封装测试及产品营销为一体的IDM型国家级高新技术企业，拥有4至8英寸等多条晶圆生产线，芯片加工能力每年315万片，产品覆盖IGBT、MOS、IPM等全系列，可广泛应用于汽车电子、光伏储能及工业控制等领域。 3、据2026年5月21日机构调研，公司在省委省政府和市委市政府的大力支持下，吉林省国有资本运营集团战略并购华微电子，公司迈入国有资本相对控股的混合所有制发展新阶段；据2025年年报，公司实控人为吉林省国资委。	公司集功率半导体器件设计研发、芯片加工、封装测试及产品营销为一体，拥有多条功率半导体分立器件及 IC 芯片生产线，产品种类覆盖功率半导体器件全部范围	2026-05-14\|11.69\|0.86\|11.66\|11.84\|11.52\|224326;2026-05-15\|11.42\|-2.31\|11.40\|11.70\|11.27\|268030;2026-05-18\|11.51\|0.79\|11.35\|11.56\|11.31\|154855;2026-05-20\|10.97\|-4.69\|11.77\|12.60\|10.95\|1112473;2026-05-21\|12.07\|10.03\|10.90\|12.07\|10.89\|1435092;2026-05-22\|11.92\|-1.24\|11.78\|12.07\|11.39\|1388687;2026-05-25\|11.49\|-3.61\|11.85\|11.89\|11.18\|916558;2026-05-26\|10.58\|-7.92\|11.53\|11.56\|10.41\|827687;2026-05-27\|11.16\|5.48\|10.42\|11.64\|10.42\|1171904;2026-05-28\|12.28\|10.04\|10.75\|12.28\|10.74\|1202092;2026-05-29\|12.00\|-2.28\|12.65\|13.05\|11.98\|1612925;2026-06-01\|11.61\|-3.25\|12.05\|12.21\|11.56\|825755;2026-06-02\|12.77\|9.99\|11.51\|12.77\|11.41\|636268;2026-06-03\|12.83\|0.47\|12.53\|13.35\|12.50\|1505398;2026-06-04\|13.71\|6.86\|12.58\|14.06\|12.55\|1358319;2026-06-05\|13.00\|-5.18\|13.39\|13.59\|12.88\|1010346;2026-06-08\|11.77\|-9.32\|12.14\|12.43\|11.68\|853489;2026-06-09\|12.46\|5.86\|12.08\|12.55\|11.98\|689784;2026-06-10\|11.75\|-5.70\|12.03\|12.26\|11.68\|609363;2026-06-11\|11.19\|-4.77\|11.40\|11.70\|11.06\|553469;2026-06-12\|10.73\|-4.11\|11.53\|11.76\|10.71\|615426;2026-06-15\|11.26\|4.94\|10.94\|11.28\|10.73\|622372;2026-06-16\|11.61\|3.11\|11.30\|11.85\|11.29\|666073;2026-06-17\|12.18\|4.91\|11.38\|12.29\|11.32\|852353;2026-06-18\|12.40\|1.81\|12.07\|12.60\|12.00\|775693;2026-06-22\|12.31\|-0.73\|12.58\|12.73\|12.01\|726151;2026-06-23\|13.54\|9.99\|12.22\|13.54\|11.96\|1429283;2026-06-24\|13.36\|-1.33\|13.30\|13.87\|13.10\|1584212;2026-06-25\|13.93\|4.27\|13.38\|14.19\|13.03\|1379330;2026-06-26\|13.30\|-4.52\|13.60\|13.88\|13.06\|972098;2026-06-29\|14.24\|7.07\|13.80\|14.24\|12.90\|1317556;2026-06-30\|14.66\|2.95\|14.25\|15.28\|13.80\|1297582;2026-07-01\|14.14\|-3.55\|14.47\|15.22\|14.02\|1175143;2026-07-02\|14.10\|-0.28\|13.66\|15.25\|12.73\|1286574;2026-07-03\|14.96\|6.10\|14.10\|15.51\|13.57\|1859979;2026-07-06\|13.93\|-6.88\|14.69\|15.24\|13.92\|1289914;2026-07-07\|15.32\|9.98\|13.73\|15.32\|13.62\|1904497;2026-07-08\|14.97\|-2.28\|15.35\|15.75\|14.50\|1731547;2026-07-09\|15.99\|6.81\|14.83\|16.28\|14.50\|1928637;2026-07-10\|16.79\|5.00\|15.78\|17.59\|15.78\|2789501;2026-07-13\|17.02\|1.37\|16.44\|18.46\|16.13\|2616984;2026-07-14\|15.90\|-6.58\|16.69\|17.44\|15.32\|2296866;2026-07-15\|14.31\|-10.00\|15.85\|15.88\|14.31\|1162618;2026-07-16\|12.88\|-9.99\|12.88\|13.65\|12.88\|1303771;2026-07-17\|11.59\|-10.02\|12.39\|12.75\|11.59\|1249638;2026-07-20\|10.43\|-10.01\|11.87\|11.92\|10.43\|1065242;2026-07-21\|11.01\|5.56\|10.50\|11.18\|9.45\|1384837;2026-07-22\|10.52\|-4.45\|10.78\|11.11\|10.34\|1002968;2026-07-23\|10.10\|-3.99\|10.52\|10.56\|9.95\|730416;2026-07-24\|9.93\|-1.68\|9.88\|10.31\|9.81\|593582;2026-07-27\|10.23\|3.02\|9.84\|10.30\|9.52\|638026;2026-07-28\|10.09\|-1.37\|10.07\|10.58\|9.94\|662982;2026-07-29\|9.82\|-2.68\|10.00\|10.08\|9.56\|647454;2026-07-30\|9.04\|-7.94\|9.70\|9.78\|9.00\|750194;2026-07-31\|9.32\|3.10\|9.59\|9.74\|9.32\|712372;2026-08-03\|9.13\|-2.04\|9.25\|9.34\|9.07\|486915;2026-08-04\|9.58\|4.93\|9.23\|9.62\|9.18\|597466;2026-08-05\|10.10\|5.43\|9.55\|10.29\|9.54\|882556;2026-08-06\|10.37\|2.67\|9.91\|10.39\|9.88\|788579;2026-08-07\|10.51\|1.35\|10.33\|10.60\|10.23\|729096;2026-08-10\|10.70\|1.81\|10.53\|10.70\|10.33\|583850;2026-08-11\|10.54\|-1.50\|10.63\|10.79\|10.51\|460800;2026-08-12\|10.61\|0.66\|10.55\|10.69\|10.48\|375252;2026-08-13\|10.33\|-2.64\|10.75\|10.88\|10.32\|496948;2026-08-14\|10.45\|1.16\|10.48\|10.50\|10.24\|371265;2026-08-17\|11.04\|5.65\|10.45\|11.05\|10.36\|767957;2026-08-18\|11.23\|1.72\|11.02\|11.24\|10.85\|679617;2026-08-19\|10.64\|-5.25\|10.93\|11.27\|10.55\|697464;2026-08-20\|10.89\|2.35\|10.80\|11.12\|10.28\|743249;2026-08-21\|10.72\|-1.56\|10.70\|11.13\|10.65\|697027;2026-08-24\|10.46\|-2.43\|10.56\|10.94\|10.25\|485524;2026-08-25\|10.36\|-0.96\|10.25\|10.45\|10.00\|392407;2026-08-26\|10.38\|0.19\|10.37\|10.58\|10.16\|390923;2026-08-27\|10.58\|1.93\|10.38\|10.64\|10.28\|469061;2026-08-28\|10.40\|-1.70\|10.51\|10.72\|10.39\|468440;2026-08-31\|10.56\|1.54\|10.18\|10.60\|10.03\|548558;2026-09-01\|10.29\|-2.56\|10.48\|10.56\|10.23\|362415;2026-09-02\|10.06\|-2.24\|10.18\|10.24\|10.06\|275843;2026-09-03\|9.95\|-1.09\|10.15\|10.25\|9.83\|411681;2026-09-04\|9.66\|-2.91\|10.00\|10.13\|9.62\|411629;2026-09-07\|9.83\|1.76\|9.76\|9.92\|9.72\|301796;2026-09-08\|9.78\|-0.51\|9.81\|9.97\|9.74\|335443;2026-09-09\|9.90\|1.23\|9.83\|10.33\|9.80\|498236;2026-09-10\|9.90\|0.00\|9.75\|10.11\|9.65\|393997;2026-09-11\|10.23\|3.33\|9.75\|10.35\|9.49\|875039;2026-09-14\|10.20\|-0.29\|10.05\|10.31\|10.02\|450904;2026-09-15\|10.81\|5.98\|10.09\|10.98\|10.09\|1174723;2026-09-16\|11.08\|2.50\|10.69\|11.20\|10.57\|1001316;2026-09-17\|10.59\|-4.42\|10.88\|11.04\|10.57\|688309
112525	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|598087;2026-07-14\|9.74\|-9.98\|9.74\|9.80\|9.74\|144401;2026-07-15\|8.77\|-9.96\|9.17\|9.50\|8.77\|819036;2026-07-16\|8.15\|-7.07\|8.43\|8.74\|8.08\|678243;2026-07-17\|7.34\|-9.94\|8.08\|8.15\|7.34\|562611;2026-07-20\|6.90\|-5.99\|7.47\|7.49\|6.69\|528169;2026-07-21\|7.24\|4.93\|7.00\|7.25\|6.48\|527530;2026-07-22\|6.87\|-5.11\|7.08\|7.27\|6.80\|407319;2026-07-23\|6.94\|1.02\|6.82\|6.94\|6.75\|267254;2026-07-24\|6.70\|-3.46\|6.85\|6.87\|6.62\|237477;2026-07-27\|6.95\|3.73\|6.70\|6.96\|6.63\|282456;2026-07-28\|7.10\|2.16\|6.85\|7.35\|6.82\|419868;2026-07-29\|7.14\|0.56\|7.07\|7.15\|6.89\|274320;2026-07-30\|7.09\|-0.70\|7.05\|7.18\|6.90\|252138;2026-07-31\|7.31\|3.10\|7.28\|7.61\|7.24\|477377;2026-08-03\|7.47\|2.19\|7.26\|7.48\|7.16\|360851;2026-08-04\|7.66\|2.54\|7.49\|7.71\|7.43\|323736;2026-08-05\|7.88\|2.87\|7.59\|8.03\|7.58\|408368;2026-08-06\|7.88\|0.00\|7.81\|7.96\|7.72\|298528;2026-08-07\|8.02\|1.78\|7.87\|8.07\|7.79\|317106;2026-08-10\|8.03\|0.12\|8.07\|8.11\|7.80\|243161;2026-08-11\|7.93\|-1.25\|7.95\|8.05\|7.87\|216174;2026-08-12\|8.05\|1.51\|7.95\|8.05\|7.90\|191161;2026-08-13\|7.92\|-1.61\|8.23\|8.30\|7.91\|224066;2026-08-14\|7.96\|0.51\|7.95\|8.00\|7.79\|187396;2026-08-17\|8.08\|1.51\|7.98\|8.08\|7.84\|181621;2026-08-18\|8.16\|0.99\|8.09\|8.17\|8.00\|227157;2026-08-19\|7.68\|-5.88\|8.05\|8.05\|7.59\|273703;2026-08-20\|7.60\|-1.04\|7.73\|7.77\|7.48\|185090;2026-08-21\|7.60\|0.00\|7.50\|7.70\|7.32\|141618;2026-08-24\|7.45\|-1.97\|7.60\|7.60\|7.29\|167307;2026-08-25\|7.60\|2.01\|7.32\|7.61\|7.27\|154267;2026-08-26\|7.57\|-0.39\|7.61\|7.62\|7.44\|117748;2026-08-27\|7.66\|1.19\|7.53\|7.68\|7.51\|110291;2026-08-28\|7.70\|0.52\|7.75\|7.90\|7.67\|181867;2026-08-31\|7.85\|1.95\|7.65\|7.86\|7.56\|149314;2026-09-01\|7.92\|0.89\|7.88\|8.01\|7.81\|164824;2026-09-02\|7.81\|-1.39\|7.83\|7.86\|7.75\|100377;2026-09-03\|7.80\|-0.13\|7.82\|7.90\|7.71\|114168;2026-09-04\|7.69\|-1.41\|7.83\|7.92\|7.62\|149257;2026-09-07\|7.80\|1.43\|7.64\|7.88\|7.64\|134771;2026-09-08\|7.78\|-0.26\|7.75\|7.91\|7.74\|131741;2026-09-09\|7.66\|-1.54\|7.76\|7.81\|7.62\|113779;2026-09-10\|7.56\|-1.31\|7.58\|7.64\|7.49\|92795;2026-09-11\|7.46\|-1.32\|7.47\|7.54\|7.31\|102062;2026-09-14\|7.54\|1.07\|7.43\|7.60\|7.37\|83101;2026-09-15\|7.45\|-1.19\|7.47\|7.57\|7.40\|75238;2026-09-16\|8.20\|10.07\|7.44\|8.20\|7.37\|644652;2026-09-17\|8.55\|4.27\|8.48\|9.02\|8.47\|1342975
112524	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	电子元器件分销+元器件涨价+一季报增长行业原因：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4月8日公告，公司2026年第一季度营收11.49亿元，同比增长79.46%；归母净利润5162.53万元，同比增长152%，主要系人工智能算力、新能源汽车等领域需求旺盛，带动电子元器件销售增长所致。 2、据2025年年度报告，公司主营电子元器件B2B销售及PCBA业务，是电子制造产业中小批量电子元器件研发与采购的互联网平台企业；据2026年5月29日机构调研，公司依托数字化技术高效服务海量中小订单，业务覆盖数据合作、自有备货及寄售，为电子元器件线上分销领军企业之一。 3、据2026年5月29日机构调研，目前大多数元器件品类价格处于上涨通道，包括存储、MLCC等，公司凭借全球供应网络及与供应商的长期合作，在涨价行情下能优先获取货源并从中受益。	公司有销售存储芯片产品	2026-05-14\|167.60\|-2.59\|172.06\|174.49\|167.50\|17770;2026-05-15\|169.10\|0.90\|168.11\|177.01\|162.28\|24242;2026-05-18\|171.89\|1.65\|169.38\|175.58\|166.99\|21198;2026-05-19\|170.12\|-1.03\|171.00\|171.48\|165.50\|16358;2026-05-20\|177.40\|4.28\|169.54\|181.30\|168.00\|33702;2026-05-21\|162.12\|-8.61\|178.45\|180.27\|161.16\|31936;2026-05-22\|171.10\|5.54\|165.03\|172.00\|165.03\|25503;2026-05-25\|199.62\|16.67\|175.11\|204.00\|175.11\|61702;2026-05-26\|199.40\|-0.11\|198.91\|205.00\|190.30\|43798;2026-05-27\|210.00\|5.32\|199.40\|218.00\|190.00\|61334;2026-05-28\|242.61\|15.53\|201.44\|251.33\|195.00\|65962;2026-05-29\|174.07\|-6.53\|184.57\|205.00\|172.46\|93427;2026-06-01\|176.42\|1.35\|173.00\|198.80\|173.00\|85285;2026-06-02\|211.70\|20.00\|168.06\|211.70\|164.45\|94482;2026-06-03\|206.00\|-2.69\|211.56\|218.96\|201.68\|81715;2026-06-04\|224.25\|8.86\|202.23\|227.99\|202.23\|76170;2026-06-05\|218.01\|-2.78\|221.51\|232.99\|216.28\|58240;2026-06-08\|192.20\|-11.84\|202.00\|213.50\|190.52\|54207;2026-06-09\|204.77\|6.54\|197.00\|219.57\|186.97\|67415;2026-06-10\|184.18\|-10.06\|198.00\|198.66\|181.00\|46408;2026-06-11\|178.10\|-3.30\|181.01\|188.00\|174.15\|43392;2026-06-12\|171.55\|-3.68\|183.63\|186.66\|168.00\|46029;2026-06-15\|184.80\|7.72\|172.96\|186.51\|172.96\|49853;2026-06-16\|188.02\|1.74\|187.00\|192.80\|182.61\|43379;2026-06-17\|191.00\|1.58\|181.03\|193.99\|180.00\|60635;2026-06-18\|198.59\|3.97\|185.72\|202.00\|185.17\|60700;2026-06-22\|201.24\|1.33\|198.59\|209.86\|191.63\|61563;2026-06-23\|181.00\|-10.06\|193.80\|195.70\|177.88\|45025;2026-06-24\|178.91\|-1.15\|177.77\|183.88\|174.01\|32283;2026-06-25\|189.39\|5.86\|183.00\|190.00\|180.03\|41207;2026-06-26\|171.40\|-9.50\|186.38\|186.40\|171.33\|38122;2026-06-29\|165.40\|-3.50\|169.52\|174.60\|160.20\|28028;2026-06-30\|174.39\|5.44\|163.00\|175.90\|161.01\|28904;2026-07-01\|167.20\|-4.12\|173.97\|175.00\|166.58\|25939;2026-07-02\|158.58\|-5.16\|161.00\|166.36\|157.40\|22301;2026-07-03\|157.92\|-0.42\|156.89\|162.50\|155.02\|16924;2026-07-06\|154.71\|-2.03\|162.22\|163.30\|152.00\|19873;2026-07-07\|163.34\|5.58\|171.03\|175.00\|160.13\|41888;2026-07-08\|154.51\|-5.41\|159.60\|162.00\|152.70\|29440;2026-07-09\|158.19\|2.38\|157.29\|159.88\|148.28\|31686;2026-07-10\|154.58\|-2.28\|158.22\|166.70\|154.09\|33078;2026-07-13\|140.31\|-9.23\|150.99\|153.90\|139.12\|32297;2026-07-14\|145.45\|3.66\|142.67\|145.50\|135.66\|26464;2026-07-15\|138.76\|-4.60\|146.48\|147.29\|138.01\|16976;2026-07-16\|134.44\|-3.11\|137.00\|139.88\|133.41\|15907;2026-07-17\|122.57\|-8.83\|134.43\|134.43\|121.01\|21093;2026-07-20\|113.62\|-7.30\|125.02\|126.01\|110.34\|25029;2026-07-21\|122.65\|7.95\|114.40\|123.00\|105.70\|30071;2026-07-22\|121.48\|-0.95\|122.65\|125.68\|120.65\|23888;2026-07-23\|120.88\|-0.49\|121.55\|125.00\|119.74\|15949;2026-07-24\|118.50\|-1.97\|118.04\|121.50\|117.01\|13557;2026-07-27\|120.66\|1.82\|117.68\|121.41\|116.33\|13306;2026-07-28\|113.97\|-5.54\|119.00\|120.20\|113.52\|14712;2026-07-29\|113.90\|-0.06\|112.90\|115.50\|109.00\|17423;2026-07-30\|107.80\|-5.36\|112.80\|114.10\|105.90\|16315;2026-07-31\|114.07\|5.82\|115.99\|119.88\|113.81\|23593;2026-08-03\|112.42\|-1.45\|112.10\|114.48\|111.14\|14235;2026-08-04\|118.43\|5.35\|113.50\|119.80\|113.06\|19525;2026-08-05\|125.16\|5.68\|118.55\|126.89\|116.81\|28428;2026-08-06\|125.30\|0.11\|122.50\|127.66\|121.93\|20628;2026-08-07\|129.00\|2.95\|125.01\|129.94\|122.70\|22238;2026-08-10\|127.45\|-1.20\|128.50\|130.00\|125.63\|16524;2026-08-11\|126.90\|-0.43\|126.00\|129.50\|125.38\|15270;2026-08-12\|128.26\|1.07\|126.41\|129.40\|126.41\|14783;2026-08-13\|125.38\|-2.25\|130.00\|131.79\|125.35\|17711;2026-08-14\|127.90\|2.01\|126.38\|128.20\|126.08\|16388;2026-08-17\|134.71\|5.32\|128.81\|136.00\|128.32\|25561;2026-08-18\|133.00\|-1.27\|134.99\|135.90\|131.15\|20143;2026-08-19\|122.96\|-7.55\|129.71\|129.71\|122.50\|21190;2026-08-20\|122.82\|-0.11\|125.51\|126.22\|122.04\|13423;2026-08-21\|122.83\|0.01\|122.10\|123.50\|119.31\|13502;2026-08-24\|120.35\|-2.02\|123.90\|124.48\|117.61\|13853;2026-08-25\|120.57\|0.18\|118.50\|121.49\|116.27\|10620;2026-08-26\|118.33\|-1.86\|120.69\|120.69\|116.80\|10003;2026-08-27\|124.25\|5.00\|118.70\|124.82\|118.70\|15268;2026-08-28\|122.71\|-1.24\|123.18\|128.98\|122.03\|18123;2026-08-31\|125.61\|2.36\|120.73\|127.47\|119.56\|21010;2026-09-01\|121.05\|-3.63\|124.14\|124.93\|120.15\|15923;2026-09-02\|118.92\|-1.43\|119.54\|119.73\|117.61\|9287;2026-09-03\|117.83\|-0.92\|120.16\|121.10\|116.85\|10650;2026-09-04\|113.88\|-3.35\|119.00\|120.10\|112.69\|14296;2026-09-07\|117.40\|3.09\|114.80\|118.24\|114.70\|13422;2026-09-08\|116.33\|-0.91\|117.08\|119.81\|115.27\|11846;2026-09-09\|113.71\|-2.25\|116.96\|117.75\|113.38\|9828;2026-09-10\|111.49\|-1.95\|112.54\|113.50\|111.38\|8113;2026-09-11\|109.40\|-1.87\|109.83\|110.56\|105.82\|12000;2026-09-14\|110.00\|0.55\|107.55\|111.25\|105.96\|10252;2026-09-15\|109.61\|-0.35\|110.00\|111.80\|109.00\|9958;2026-09-16\|113.51\|3.56\|109.61\|115.00\|108.86\|13850;2026-09-17\|111.19\|-2.04\|113.00\|114.77\|110.54\|11995
112523	消息称字节跳动今年计划最高支出700亿美元	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957;2026-09-11\|125.70\|-1.64\|125.89\|127.39\|120.05\|246485;2026-09-14\|119.41\|-5.00\|122.82\|123.00\|117.00\|257992;2026-09-15\|118.73\|-0.57\|118.90\|124.68\|118.41\|291186;2026-09-16\|121.64\|2.45\|119.07\|122.60\|116.16\|259076;2026-09-17\|121.19\|-0.37\|120.81\|125.71\|120.49\|211668
112522	消息称字节跳动今年计划最高支出700亿美元	算力租赁+腾讯合作+酒类销售行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年5月19日公告，孙公司杭州图灵引擎与腾讯签订1.134亿元算力服务协议，合同期18个月，标志公司智算服务能力获头部客户认可。 2、据2025年4月11日互动易，公司智算资源池规模不低于48PFlops FP32，显存56TB，具备稀缺合规高性能算力。 3、据2025年4月29日年报，公司2024年积极拓展酒类销售品种与渠道，掌握采购与销售核心客户。	公司孙公司图灵引擎科技与腾讯签订了《算力服务协议》，拟向腾讯提供集群算力服务；一季度业绩同比减亏	2026-05-14\|7.51\|1.21\|8.16\|8.16\|7.50\|1499818;2026-05-15\|7.37\|-1.86\|7.21\|7.80\|7.21\|1074094;2026-05-18\|7.05\|-4.34\|7.22\|7.50\|6.91\|728165;2026-05-19\|6.98\|-0.99\|6.99\|7.19\|6.81\|505940;2026-05-20\|6.62\|-5.16\|6.96\|7.11\|6.53\|596444;2026-05-21\|6.18\|-6.65\|6.65\|6.69\|6.15\|600734;2026-05-22\|6.35\|2.75\|6.23\|6.40\|6.09\|417309;2026-05-25\|6.16\|-2.99\|6.34\|6.41\|6.08\|375251;2026-05-26\|5.85\|-5.03\|6.10\|6.10\|5.75\|415725;2026-05-27\|5.69\|-2.73\|5.87\|5.87\|5.63\|282110;2026-05-28\|5.88\|3.34\|5.71\|6.05\|5.71\|428646;2026-05-29\|5.55\|-5.61\|5.85\|5.88\|5.50\|348022;2026-06-01\|5.66\|1.98\|5.51\|5.75\|5.41\|265687;2026-06-02\|6.23\|10.07\|5.67\|6.23\|5.44\|830579;2026-06-03\|5.93\|-4.82\|6.14\|6.28\|5.92\|856120;2026-06-04\|5.92\|-0.17\|5.84\|6.14\|5.71\|672300;2026-06-05\|5.83\|-1.52\|5.95\|6.00\|5.76\|419015;2026-06-08\|5.61\|-3.77\|5.55\|5.82\|5.51\|308924;2026-06-09\|6.17\|9.98\|5.72\|6.17\|5.64\|628880;2026-06-10\|6.18\|0.16\|6.02\|6.57\|6.02\|995815;2026-06-11\|5.92\|-4.21\|6.13\|6.15\|5.86\|522435;2026-06-12\|5.97\|0.84\|6.09\|6.09\|5.77\|418343;2026-06-15\|6.17\|3.35\|5.98\|6.19\|5.97\|462152;2026-06-16\|5.96\|-3.40\|6.10\|6.10\|5.85\|426311;2026-06-17\|6.09\|2.18\|5.90\|6.15\|5.73\|632795;2026-06-18\|5.90\|-3.12\|5.97\|6.06\|5.87\|363625;2026-06-22\|5.90\|0.00\|5.82\|5.97\|5.82\|265403;2026-06-23\|6.00\|1.69\|5.86\|6.23\|5.82\|476847;2026-06-24\|6.18\|3.00\|5.96\|6.23\|5.67\|672711;2026-06-25\|6.02\|-2.59\|6.18\|6.41\|6.01\|540038;2026-06-26\|5.83\|-3.16\|5.96\|6.07\|5.72\|380277;2026-06-29\|5.64\|-3.26\|5.76\|5.83\|5.61\|294930;2026-06-30\|5.72\|1.42\|5.61\|5.77\|5.42\|310063;2026-07-01\|5.80\|1.40\|5.67\|6.08\|5.58\|394908;2026-07-02\|5.76\|-0.69\|5.85\|5.98\|5.73\|350927;2026-07-03\|5.60\|-2.78\|5.70\|5.78\|5.58\|246507;2026-07-06\|5.04\|-10.00\|5.60\|5.60\|5.04\|458135;2026-07-07\|4.64\|-7.94\|4.95\|4.97\|4.60\|449525;2026-07-08\|4.68\|0.86\|4.64\|4.70\|4.50\|251587;2026-07-09\|4.68\|0.00\|4.74\|4.85\|4.63\|270867;2026-07-10\|4.87\|4.06\|4.64\|5.02\|4.56\|449419;2026-07-13\|4.56\|-6.37\|4.86\|4.92\|4.54\|284149;2026-07-14\|4.61\|1.10\|4.56\|4.61\|4.43\|223184;2026-07-15\|4.69\|1.74\|4.52\|4.79\|4.50\|233263;2026-07-16\|4.69\|0.00\|4.66\|4.78\|4.57\|177046;2026-07-17\|4.45\|-5.12\|4.68\|4.72\|4.39\|222394;2026-07-20\|4.39\|-1.35\|4.44\|4.67\|4.31\|243043;2026-07-21\|4.39\|0.00\|4.39\|4.42\|4.05\|254195;2026-07-22\|4.83\|10.02\|4.83\|4.83\|4.83\|153258;2026-07-23\|5.02\|3.93\|4.93\|5.29\|4.83\|918936;2026-07-24\|4.56\|-9.16\|4.81\|4.89\|4.56\|624322;2026-07-27\|4.80\|5.26\|4.50\|5.01\|4.48\|545828;2026-07-28\|4.77\|-0.62\|4.73\|4.92\|4.73\|358882;2026-07-29\|4.85\|1.68\|4.76\|4.89\|4.72\|321992;2026-07-30\|4.86\|0.21\|4.84\|4.93\|4.71\|373247;2026-07-31\|5.08\|4.53\|4.88\|5.24\|4.80\|666333;2026-08-03\|5.13\|0.98\|5.04\|5.14\|5.00\|373700;2026-08-04\|5.37\|4.68\|5.20\|5.44\|5.20\|535681;2026-08-05\|5.32\|-0.93\|5.38\|5.39\|5.26\|368416;2026-08-06\|5.28\|-0.75\|5.28\|5.34\|5.18\|280867;2026-08-07\|5.20\|-1.52\|5.29\|5.31\|5.10\|258824;2026-08-10\|5.30\|1.92\|5.21\|5.33\|5.10\|270744;2026-08-11\|5.48\|3.40\|5.35\|5.61\|5.20\|525689;2026-08-12\|5.53\|0.91\|5.52\|5.58\|5.39\|414948;2026-08-13\|6.08\|9.95\|6.08\|6.08\|6.08\|218513;2026-08-14\|5.61\|-7.73\|5.97\|5.97\|5.47\|1108794;2026-08-17\|5.51\|-1.78\|5.43\|5.57\|5.39\|623830;2026-08-18\|5.26\|-4.54\|5.51\|5.53\|5.20\|466026;2026-08-19\|4.93\|-6.27\|5.14\|5.15\|4.91\|363954;2026-08-20\|4.97\|0.81\|4.98\|5.02\|4.91\|204554;2026-08-21\|4.96\|-0.20\|4.91\|4.98\|4.83\|175810;2026-08-24\|4.86\|-2.02\|4.98\|5.01\|4.80\|181173;2026-08-25\|5.08\|4.53\|4.83\|5.12\|4.79\|300879;2026-08-26\|5.16\|1.57\|5.08\|5.21\|5.03\|219075;2026-08-27\|5.22\|1.16\|5.19\|5.25\|5.13\|163581;2026-08-28\|5.31\|1.72\|5.23\|5.35\|5.18\|246037;2026-08-31\|5.51\|3.77\|5.25\|5.59\|5.20\|432961;2026-09-01\|5.56\|0.91\|5.48\|5.61\|5.43\|363620;2026-09-02\|5.55\|-0.18\|5.48\|5.61\|5.43\|254537;2026-09-03\|5.39\|-2.88\|5.55\|5.58\|5.39\|187223;2026-09-04\|5.50\|2.04\|5.46\|5.60\|5.41\|280468;2026-09-07\|5.54\|0.73\|5.43\|5.62\|5.39\|252481;2026-09-08\|5.50\|-0.72\|5.54\|5.57\|5.46\|153487;2026-09-09\|5.38\|-2.18\|5.50\|5.51\|5.34\|138176;2026-09-10\|5.31\|-1.30\|5.42\|5.42\|5.29\|125754;2026-09-11\|5.21\|-1.88\|5.27\|5.28\|5.16\|158418;2026-09-14\|5.20\|-0.19\|5.18\|5.25\|5.14\|107482;2026-09-15\|5.01\|-3.65\|5.17\|5.22\|5.00\|135143;2026-09-16\|5.08\|1.40\|4.99\|5.10\|4.95\|136989;2026-09-17\|5.13\|0.98\|5.08\|5.14\|5.04\|132195
112521	消息称字节跳动今年计划最高支出700亿美元	高速铜连接+铜合金板带+一季报增长+国资行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年3月31日年报，公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案。 2、据2026年3月31日年报，公司专注高性能铜合金板带，高端产品稳定供货泰科、安费诺、莫仕、安波福等全球知名连接器企业及博世等汽车一级供应商。 3、据2026年4月29日公告，公司2026年第一季度归母净利润1646.04万元，同比增长84.28%。 4、据2026年5月8日公告及资料，公司控股股东为四川融鑫弘梓科技有限公司，实控人为三台县国有资产监督管理办公室。	公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案	2026-05-14\|3.58\|-2.72\|3.69\|3.70\|3.58\|531457;2026-05-15\|3.49\|-2.51\|3.58\|3.60\|3.47\|481967;2026-05-18\|3.57\|2.29\|3.50\|3.58\|3.40\|481144;2026-05-19\|3.68\|3.08\|3.57\|3.75\|3.57\|680379;2026-05-20\|3.63\|-1.36\|3.64\|3.65\|3.55\|404226;2026-05-21\|3.42\|-5.79\|3.65\|3.67\|3.41\|500938;2026-05-22\|3.62\|5.85\|3.43\|3.66\|3.41\|643441;2026-05-25\|3.60\|-0.55\|3.65\|3.69\|3.55\|428918;2026-05-26\|3.84\|6.67\|3.58\|3.96\|3.54\|1804075;2026-05-27\|3.73\|-2.86\|3.81\|3.86\|3.70\|1182026;2026-05-28\|3.74\|0.27\|3.71\|3.78\|3.66\|755492;2026-05-29\|3.54\|-5.35\|3.74\|3.82\|3.51\|966342;2026-06-01\|3.63\|2.54\|3.51\|3.68\|3.48\|684802;2026-06-02\|3.99\|9.92\|3.63\|3.99\|3.53\|2126759;2026-06-03\|4.39\|10.03\|4.39\|4.39\|4.39\|564509;2026-06-04\|4.83\|10.02\|4.64\|4.83\|4.56\|6207462;2026-06-05\|4.49\|-7.04\|4.50\|4.77\|4.46\|5878020;2026-06-08\|4.61\|2.67\|4.35\|4.83\|4.30\|4965904;2026-06-09\|4.46\|-3.25\|4.61\|4.74\|4.38\|3916922;2026-06-10\|4.01\|-10.09\|4.35\|4.38\|4.01\|3046381;2026-06-11\|4.27\|6.48\|3.90\|4.41\|3.90\|4583393;2026-06-12\|4.15\|-2.81\|4.17\|4.30\|4.09\|3302092;2026-06-15\|4.29\|3.37\|4.26\|4.45\|4.25\|2237569;2026-06-16\|4.43\|3.26\|4.26\|4.58\|4.24\|2665639;2026-06-17\|4.37\|-1.35\|4.33\|4.47\|4.32\|2070636;2026-06-18\|4.24\|-2.97\|4.30\|4.42\|4.22\|1912581;2026-06-22\|4.44\|4.72\|4.37\|4.51\|4.18\|2677707;2026-06-23\|4.58\|3.15\|4.43\|4.75\|4.34\|3851812;2026-06-24\|4.20\|-8.30\|4.44\|4.56\|4.12\|3343060;2026-06-25\|4.04\|-3.81\|4.10\|4.29\|3.98\|2311029;2026-06-26\|3.69\|-8.66\|4.02\|4.03\|3.68\|1990125;2026-06-29\|3.52\|-4.61\|3.68\|3.87\|3.46\|1641932;2026-06-30\|3.48\|-1.14\|3.50\|3.54\|3.37\|1166714;2026-07-01\|3.41\|-2.01\|3.48\|3.50\|3.39\|1423332;2026-07-02\|3.38\|-0.88\|3.38\|3.51\|3.35\|1322208;2026-07-03\|3.33\|-1.48\|3.38\|3.43\|3.32\|1188377;2026-07-06\|3.27\|-1.80\|3.35\|3.38\|3.18\|1350391;2026-07-07\|3.23\|-1.22\|3.26\|3.30\|3.20\|751400;2026-07-08\|3.03\|-6.19\|3.20\|3.21\|3.03\|1060104;2026-07-09\|3.01\|-0.66\|3.03\|3.07\|2.87\|1051490;2026-07-10\|3.03\|0.66\|3.00\|3.12\|2.97\|953490;2026-07-13\|2.80\|-7.59\|3.02\|3.03\|2.79\|967846;2026-07-14\|3.08\|10.00\|2.88\|3.08\|2.88\|1503428;2026-07-15\|3.08\|0.00\|3.13\|3.18\|3.07\|1328042;2026-07-16\|3.01\|-2.27\|3.08\|3.09\|3.00\|780838;2026-07-17\|3.05\|1.33\|3.02\|3.06\|2.95\|979910;2026-07-20\|2.96\|-2.95\|3.08\|3.10\|2.90\|999745;2026-07-21\|3.04\|2.70\|2.95\|3.04\|2.80\|937062;2026-07-22\|2.99\|-1.64\|3.00\|3.05\|2.97\|597307;2026-07-23\|3.10\|3.68\|2.99\|3.10\|2.98\|791703;2026-07-24\|2.96\|-4.52\|3.06\|3.06\|2.95\|698466;2026-07-27\|3.04\|2.70\|2.96\|3.04\|2.95\|494970;2026-07-28\|3.06\|0.66\|3.00\|3.09\|2.99\|606340;2026-07-29\|3.11\|1.63\|3.03\|3.12\|3.03\|690956;2026-07-30\|3.07\|-1.29\|3.08\|3.15\|3.05\|649505;2026-07-31\|3.13\|1.95\|3.11\|3.17\|3.10\|681606;2026-08-03\|3.21\|2.56\|3.12\|3.22\|3.11\|628698;2026-08-04\|3.28\|2.18\|3.24\|3.29\|3.21\|706074;2026-08-05\|3.32\|1.22\|3.27\|3.32\|3.25\|902037;2026-08-06\|3.35\|0.90\|3.30\|3.36\|3.27\|822465;2026-08-07\|3.42\|2.09\|3.36\|3.43\|3.29\|910596;2026-08-10\|3.45\|0.88\|3.47\|3.47\|3.37\|795106;2026-08-11\|3.36\|-2.61\|3.44\|3.54\|3.35\|831057;2026-08-12\|3.37\|0.30\|3.35\|3.38\|3.32\|670816;2026-08-13\|3.26\|-3.26\|3.37\|3.38\|3.25\|762110;2026-08-14\|3.31\|1.53\|3.26\|3.32\|3.24\|510428;2026-08-17\|3.37\|1.81\|3.31\|3.37\|3.30\|540143;2026-08-18\|3.30\|-2.08\|3.35\|3.36\|3.27\|508249;2026-08-19\|3.16\|-4.24\|3.29\|3.29\|3.15\|577486;2026-08-20\|3.19\|0.95\|3.18\|3.24\|3.17\|375448;2026-08-21\|3.24\|1.57\|3.17\|3.25\|3.14\|422527;2026-08-24\|3.25\|0.31\|3.25\|3.28\|3.19\|471336;2026-08-25\|3.30\|1.54\|3.23\|3.31\|3.20\|519759;2026-08-26\|3.33\|0.91\|3.31\|3.36\|3.28\|568864;2026-08-27\|3.34\|0.30\|3.31\|3.36\|3.30\|522937;2026-08-28\|3.38\|1.20\|3.33\|3.39\|3.33\|549652;2026-08-31\|3.37\|-0.30\|3.36\|3.37\|3.29\|509061;2026-09-01\|3.38\|0.30\|3.36\|3.40\|3.34\|483953;2026-09-02\|3.52\|4.14\|3.36\|3.69\|3.31\|1991532;2026-09-03\|3.44\|-2.27\|3.52\|3.58\|3.43\|1230994;2026-09-04\|3.40\|-1.16\|3.46\|3.47\|3.37\|780741;2026-09-07\|3.44\|1.18\|3.39\|3.45\|3.36\|556743;2026-09-08\|3.54\|2.91\|3.43\|3.54\|3.42\|925600;2026-09-09\|3.89\|9.89\|3.52\|3.89\|3.52\|1564538;2026-09-10\|3.73\|-4.11\|3.82\|3.86\|3.71\|2506939;2026-09-11\|3.88\|4.02\|3.64\|4.10\|3.62\|3087546;2026-09-14\|3.84\|-1.03\|3.84\|3.88\|3.70\|1902491;2026-09-15\|3.69\|-3.91\|3.75\|3.79\|3.68\|1344163;2026-09-16\|3.72\|0.81\|3.68\|3.75\|3.61\|1273736;2026-09-17\|3.60\|-3.23\|3.67\|3.69\|3.57\|1098643
112520	消息称字节跳动今年计划最高支出700亿美元	AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|66.80\|-0.89\|67.34\|68.70\|63.88\|72489;2026-07-15\|67.80\|1.50\|67.68\|71.98\|64.59\|102067;2026-07-16\|62.50\|-7.82\|65.52\|67.68\|61.88\|79160;2026-07-17\|56.25\|-10.00\|62.73\|63.50\|56.25\|73519;2026-07-20\|50.63\|-9.99\|56.25\|56.90\|50.63\|81039;2026-07-21\|53.98\|6.62\|50.00\|53.99\|45.57\|137702;2026-07-22\|51.92\|-3.82\|52.00\|54.83\|51.13\|85840;2026-07-23\|53.20\|2.47\|52.27\|53.56\|51.20\|72779;2026-07-24\|51.05\|-4.04\|52.50\|53.35\|50.49\|60188;2026-07-27\|52.40\|2.64\|50.89\|52.52\|50.11\|74087;2026-07-28\|48.79\|-6.89\|51.06\|53.20\|48.36\|68157;2026-07-29\|48.61\|-0.37\|49.45\|49.79\|46.31\|73536;2026-07-30\|45.57\|-6.25\|48.63\|49.58\|44.77\|66604;2026-07-31\|46.83\|2.77\|48.00\|50.13\|46.80\|84739;2026-08-03\|46.52\|-0.66\|46.83\|47.66\|45.43\|70261;2026-08-04\|48.69\|4.66\|47.29\|48.93\|46.52\|51283;2026-08-05\|53.56\|10.00\|48.71\|53.56\|48.31\|64221;2026-08-06\|54.20\|1.19\|54.26\|55.33\|53.05\|120106;2026-08-07\|56.31\|3.89\|54.27\|56.55\|53.40\|104468;2026-08-10\|55.19\|-1.99\|56.50\|57.00\|53.70\|76941;2026-08-11\|54.59\|-1.09\|54.50\|56.30\|54.36\|61893;2026-08-12\|55.11\|0.95\|54.44\|55.53\|53.97\|51680;2026-08-13\|53.99\|-2.03\|55.05\|57.26\|53.85\|64049;2026-08-14\|53.59\|-0.74\|53.88\|54.42\|52.10\|71552;2026-08-17\|56.92\|6.21\|54.24\|56.92\|54.10\|81581;2026-08-18\|57.60\|1.19\|56.90\|58.65\|56.10\|85370;2026-08-19\|52.30\|-9.20\|55.98\|56.83\|51.99\|91471;2026-08-20\|52.04\|-0.50\|53.60\|53.63\|51.36\|58665;2026-08-21\|57.24\|9.99\|51.91\|57.24\|51.36\|85436;2026-08-24\|56.33\|-1.59\|58.50\|59.45\|55.75\|167835;2026-08-25\|54.52\|-3.21\|55.58\|56.05\|53.19\|106852;2026-08-26\|54.04\|-0.88\|54.82\|55.46\|53.20\|72629;2026-08-27\|56.53\|4.61\|53.50\|56.93\|53.21\|102125;2026-08-28\|62.18\|9.99\|56.53\|62.18\|56.51\|62036;2026-08-31\|58.82\|-5.40\|60.00\|61.41\|57.38\|177524;2026-09-01\|56.35\|-4.20\|58.82\|59.36\|56.25\|108929;2026-09-02\|53.58\|-4.92\|55.18\|55.30\|53.01\|98217;2026-09-03\|54.95\|2.56\|54.30\|55.04\|53.53\|103958;2026-09-04\|49.98\|-9.04\|55.33\|55.55\|49.46\|160848;2026-09-07\|50.32\|0.68\|49.00\|50.88\|48.80\|84915;2026-09-08\|49.53\|-1.57\|50.99\|51.37\|49.07\|65947;2026-09-09\|50.08\|1.11\|49.72\|51.92\|49.31\|72512;2026-09-10\|50.04\|-0.08\|49.39\|50.80\|49.30\|46434;2026-09-11\|49.10\|-1.88\|49.35\|49.99\|47.75\|58571;2026-09-14\|48.88\|-0.45\|48.88\|49.55\|47.94\|32652;2026-09-15\|48.56\|-0.65\|48.71\|49.46\|48.50\|35231;2026-09-16\|49.82\|2.59\|48.56\|50.19\|48.19\|59605;2026-09-17\|50.61\|1.59\|50.00\|52.33\|49.82\|90378
112519	消息称字节跳动今年计划最高支出700亿美元	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目； 2、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 3、公司与华为在智慧空间领域一直保持着深度合作	2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.94\|0.34\|2.94\|3.03\|2.92\|1348909;2026-07-16\|2.91\|-1.02\|2.91\|2.98\|2.88\|1084836;2026-07-17\|2.71\|-6.87\|2.92\|2.98\|2.68\|1502383;2026-07-20\|2.61\|-3.69\|2.75\|2.80\|2.56\|1414461;2026-07-21\|2.68\|2.68\|2.61\|2.68\|2.40\|1835998;2026-07-22\|2.71\|1.12\|2.66\|2.76\|2.60\|1578530;2026-07-23\|2.77\|2.21\|2.71\|2.79\|2.68\|1224187;2026-07-24\|2.67\|-3.61\|2.73\|2.75\|2.65\|922913;2026-07-27\|2.79\|4.49\|2.69\|2.79\|2.65\|1100039;2026-07-28\|2.80\|0.36\|2.77\|2.88\|2.76\|1257615;2026-07-29\|2.82\|0.71\|2.80\|2.83\|2.72\|1276611;2026-07-30\|2.72\|-3.55\|2.80\|2.88\|2.70\|1644800;2026-07-31\|2.87\|5.51\|2.77\|2.97\|2.77\|2300625;2026-08-03\|3.16\|10.10\|2.94\|3.16\|2.94\|788362;2026-08-04\|3.48\|10.13\|3.45\|3.48\|3.18\|3355790;2026-08-05\|3.53\|1.44\|3.56\|3.68\|3.48\|6969753;2026-08-06\|3.44\|-2.55\|3.46\|3.63\|3.35\|4750880;2026-08-07\|3.41\|-0.87\|3.40\|3.48\|3.27\|3597051;2026-08-10\|3.49\|2.35\|3.41\|3.50\|3.32\|3212292;2026-08-11\|3.53\|1.15\|3.51\|3.60\|3.41\|3161677;2026-08-12\|3.88\|9.91\|3.50\|3.88\|3.46\|1812761;2026-08-13\|3.57\|-7.99\|3.80\|3.80\|3.55\|5349241;2026-08-14\|3.41\|-4.48\|3.55\|3.58\|3.30\|3625646;2026-08-17\|3.44\|0.88\|3.48\|3.52\|3.34\|2493227;2026-08-18\|3.32\|-3.49\|3.43\|3.45\|3.30\|2049133;2026-08-19\|3.07\|-7.53\|3.25\|3.25\|3.06\|2068763;2026-08-20\|3.10\|0.98\|3.13\|3.14\|3.05\|1173151;2026-08-21\|3.10\|0.00\|3.06\|3.11\|3.02\|1097750;2026-08-24\|3.01\|-2.90\|3.07\|3.09\|2.96\|1197982;2026-08-25\|3.14\|4.32\|2.99\|3.16\|2.95\|1682075;2026-08-26\|3.16\|0.64\|3.14\|3.17\|3.09\|1081268;2026-08-27\|3.23\|2.22\|3.17\|3.24\|3.15\|1226235;2026-08-28\|3.26\|0.93\|3.31\|3.34\|3.23\|1751827;2026-08-31\|3.35\|2.76\|3.24\|3.35\|3.20\|1703918;2026-09-01\|3.50\|4.48\|3.35\|3.66\|3.34\|3139878;2026-09-02\|3.45\|-1.43\|3.46\|3.49\|3.38\|1910038;2026-09-03\|3.39\|-1.74\|3.45\|3.49\|3.36\|1498162;2026-09-04\|3.38\|-0.29\|3.40\|3.49\|3.36\|1519922;2026-09-07\|3.38\|0.00\|3.38\|3.40\|3.32\|996416;2026-09-08\|3.41\|0.89\|3.36\|3.41\|3.34\|1192900;2026-09-09\|3.31\|-2.93\|3.38\|3.40\|3.29\|1173412;2026-09-10\|3.26\|-1.51\|3.27\|3.28\|3.22\|839645;2026-09-11\|3.22\|-1.23\|3.23\|3.25\|3.15\|834580;2026-09-14\|3.23\|0.31\|3.22\|3.25\|3.18\|738027;2026-09-15\|3.13\|-3.10\|3.24\|3.25\|3.12\|848846;2026-09-16\|3.17\|1.28\|3.10\|3.18\|3.08\|677087;2026-09-17\|3.14\|-0.95\|3.13\|3.17\|3.11\|571866
112518	消息称字节跳动今年计划最高支出700亿美元	算力服务器材料+正交背板材料+有色合金+除权除息行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月28日互动易，H公司一直是我们的重要合作伙伴之一，在通讯基站、智能手机散热等多个领域都有深度的合作。公司的新材料在H公司的算力服务器有应用，包括高速连接器材料、引线框架、Socket基座及高速背板材料，一定会覆盖国产产业链。 2、据2026年5月18日互动易，公司的正交背板材料将应用于Rubin架构的算力服务器。关于下一代Rubin的散热材料，公司正在参与铜金刚石复合、3D打印、微通道等多种散热方案的研发。 3、据2025年年报，公司致力于高性能、高精度有色合金材料的研发、生产和销售，产品广泛应用于人工智能、半导体芯片、新能源汽车等领域，是全球有色合金行业引领材料研发数字化的龙头企业之一。 4、据2026年6月1日公告，公司10派0.410元分红于今日6月2日除权除息。	公司开发的高强高导高速连接器材料是目前算力服务器所用铜连接的核心材料	2026-05-14\|19.75\|-1.05\|21.26\|21.26\|19.73\|403457;2026-05-15\|20.38\|3.19\|19.70\|21.16\|19.62\|345622;2026-05-18\|19.85\|-2.60\|20.31\|20.36\|19.59\|213193;2026-05-19\|20.70\|4.28\|20.20\|20.85\|19.66\|264239;2026-05-20\|20.62\|-0.39\|20.50\|20.95\|20.30\|167197;2026-05-21\|20.05\|-2.76\|20.65\|21.22\|19.90\|259660;2026-05-22\|21.26\|6.03\|20.25\|21.58\|20.06\|371764;2026-05-25\|21.55\|1.36\|21.54\|21.99\|21.27\|250737;2026-05-26\|21.87\|1.48\|21.60\|22.45\|21.26\|298506;2026-05-27\|21.30\|-2.61\|21.72\|22.25\|21.01\|239865;2026-05-28\|20.88\|-1.97\|21.25\|21.29\|20.59\|179271;2026-05-29\|19.77\|-5.32\|21.13\|21.30\|19.63\|243492;2026-06-01\|19.60\|-0.86\|19.72\|20.24\|19.30\|204022;2026-06-02\|21.52\|10.02\|19.61\|21.52\|19.56\|282745;2026-06-03\|22.66\|5.30\|21.68\|23.24\|21.60\|568941;2026-06-04\|23.30\|2.82\|23.60\|24.45\|22.58\|864462;2026-06-05\|24.78\|6.35\|23.01\|25.51\|22.31\|797279;2026-06-08\|23.44\|-5.41\|23.81\|24.29\|23.36\|480373;2026-06-09\|23.18\|-1.11\|23.72\|23.78\|22.79\|381943;2026-06-10\|22.46\|-3.11\|22.80\|23.17\|22.02\|356886;2026-06-11\|24.71\|10.02\|23.10\|24.71\|23.00\|211832;2026-06-12\|24.41\|-1.21\|25.01\|25.58\|23.50\|683365;2026-06-15\|25.88\|6.02\|24.87\|26.09\|24.80\|569276;2026-06-16\|26.38\|1.93\|25.37\|26.64\|25.28\|431654;2026-06-17\|26.01\|-1.40\|25.88\|27.09\|25.81\|359248;2026-06-18\|25.74\|-1.04\|25.70\|26.16\|25.40\|315256;2026-06-22\|24.70\|-4.04\|26.17\|26.26\|23.84\|549839;2026-06-23\|24.70\|0.00\|26.00\|26.49\|24.50\|520694;2026-06-24\|25.08\|1.54\|24.05\|25.43\|23.50\|430095;2026-06-25\|23.90\|-4.70\|25.09\|25.49\|23.54\|466107;2026-06-26\|23.03\|-3.64\|23.70\|23.75\|22.60\|391585;2026-06-29\|21.98\|-4.56\|23.08\|23.16\|21.00\|370916;2026-06-30\|22.33\|1.59\|21.70\|22.57\|21.55\|229646;2026-07-01\|22.84\|2.28\|22.60\|23.40\|22.35\|266814;2026-07-02\|22.83\|-0.04\|22.54\|23.80\|21.86\|311390;2026-07-03\|22.68\|-0.66\|23.00\|23.80\|22.64\|254318;2026-07-06\|21.87\|-3.57\|22.49\|23.10\|21.80\|247783;2026-07-07\|20.52\|-6.17\|21.91\|22.08\|20.48\|218347;2026-07-08\|19.40\|-5.46\|20.52\|20.66\|19.40\|220319;2026-07-09\|19.32\|-0.41\|19.57\|19.86\|18.27\|245643;2026-07-10\|19.14\|-0.93\|19.76\|20.36\|19.10\|248853;2026-07-13\|18.13\|-5.28\|19.01\|19.34\|18.12\|218707;2026-07-14\|18.54\|2.26\|18.14\|18.65\|18.03\|200758;2026-07-15\|18.95\|2.21\|18.78\|19.33\|18.60\|185239;2026-07-16\|18.60\|-1.85\|19.00\|19.45\|18.45\|194072;2026-07-17\|17.17\|-7.69\|18.33\|18.53\|16.92\|278874;2026-07-20\|16.32\|-4.95\|17.59\|17.60\|15.90\|283015;2026-07-21\|17.33\|6.19\|16.42\|17.41\|15.83\|265828;2026-07-22\|17.00\|-1.90\|17.30\|17.50\|16.89\|166538;2026-07-23\|17.02\|0.12\|17.18\|17.25\|16.89\|87432;2026-07-24\|16.46\|-3.29\|16.80\|16.96\|16.41\|103666;2026-07-27\|16.96\|3.04\|16.60\|16.98\|16.50\|96563;2026-07-28\|16.33\|-3.71\|16.72\|16.82\|16.21\|134129;2026-07-29\|16.81\|2.94\|16.34\|16.84\|16.04\|157228;2026-07-30\|16.93\|0.71\|16.78\|17.27\|16.60\|163310;2026-07-31\|16.68\|-1.48\|17.34\|17.53\|16.61\|196193;2026-08-03\|17.05\|2.22\|16.68\|17.18\|16.57\|113493;2026-08-04\|17.31\|1.52\|17.12\|17.47\|16.98\|107934;2026-08-05\|17.82\|2.95\|17.22\|17.95\|17.21\|159533;2026-08-06\|17.61\|-1.18\|17.75\|17.87\|17.46\|119495;2026-08-07\|18.00\|2.21\|17.61\|18.24\|17.56\|179554;2026-08-10\|17.60\|-2.22\|18.08\|18.15\|17.36\|172444;2026-08-11\|17.49\|-0.62\|17.49\|17.72\|17.40\|92885;2026-08-12\|17.90\|2.34\|17.44\|18.10\|17.36\|130509;2026-08-13\|17.84\|-0.34\|18.05\|18.33\|17.77\|136803;2026-08-14\|18.40\|3.14\|18.12\|18.95\|18.05\|241048;2026-08-17\|19.18\|4.24\|18.36\|19.19\|18.21\|211943;2026-08-18\|18.61\|-2.97\|19.07\|19.25\|18.48\|158265;2026-08-19\|18.68\|0.38\|18.21\|18.98\|18.18\|201235;2026-08-20\|18.91\|1.23\|18.79\|19.18\|18.51\|143565;2026-08-21\|19.19\|1.48\|18.79\|19.37\|18.66\|159689;2026-08-24\|19.39\|1.04\|19.19\|19.55\|19.01\|164174;2026-08-25\|19.69\|1.55\|19.85\|20.18\|18.99\|299808;2026-08-26\|19.71\|0.10\|19.69\|20.10\|19.38\|197251;2026-08-27\|21.12\|7.15\|19.75\|21.30\|19.71\|316627;2026-08-28\|21.41\|1.37\|21.11\|22.06\|21.00\|266500;2026-08-31\|21.35\|-0.28\|20.88\|21.49\|20.88\|190264;2026-09-01\|21.52\|0.80\|21.44\|21.75\|21.11\|168722;2026-09-02\|20.95\|-2.65\|21.35\|21.40\|20.75\|180584;2026-09-03\|21.15\|0.95\|21.10\|21.32\|20.88\|122227;2026-09-04\|20.58\|-2.69\|21.36\|21.55\|20.41\|152595;2026-09-07\|20.70\|0.58\|20.62\|20.89\|20.35\|110837;2026-09-08\|20.15\|-2.66\|20.70\|20.78\|20.10\|160651;2026-09-09\|20.09\|-0.30\|20.17\|20.53\|19.93\|134361;2026-09-10\|19.90\|-0.95\|19.90\|20.18\|19.68\|93765;2026-09-11\|19.31\|-2.96\|19.70\|19.78\|18.99\|133287;2026-09-14\|19.50\|0.98\|19.05\|19.56\|18.86\|97776;2026-09-15\|19.19\|-1.59\|19.40\|19.65\|19.17\|73861;2026-09-16\|19.93\|3.86\|19.20\|20.03\|18.88\|142406;2026-09-17\|19.90\|-0.15\|19.84\|20.35\|19.76\|109978
112517	消息称字节跳动今年计划最高支出700亿美元	数据中心+供能+蓄冷储能行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2025年年度报告，公司蓄冷储能业务已覆盖数据中心、医院等关键场景，为IDC机房和智算中心提供“冷热储”一体化液冷解决方案。 2、据2025年年度报告及2026年3月26日投资者关系记录，公司2025年新能源供热运营收入7,160.82万元，同比增长212.51%，并拟每10股转增4股派2.5元，现金分红占净利润52.50%。 3、据2025年年度报告，公司构建“南拓西进”全国布局，将供能服务延伸至锂矿冶炼、航天、酿酒等高耗能行业，采用高温蒸汽热泵及智能化管控平台实现节能降耗。	公司业务包括IDC机房和智算中心液冷技术与蓄冷相变材料	2026-05-14\|29.40\|9.99\|27.21\|29.40\|26.73\|168075;2026-05-15\|30.21\|2.76\|28.00\|30.70\|27.38\|234112;2026-05-18\|29.50\|-2.35\|28.70\|30.34\|28.57\|132289;2026-05-19\|30.27\|2.61\|28.82\|30.50\|27.73\|151040;2026-05-20\|31.05\|2.58\|29.80\|31.35\|29.66\|135122;2026-05-21\|29.30\|-5.64\|30.58\|30.81\|28.86\|105290;2026-05-22\|29.77\|1.60\|29.60\|30.76\|28.20\|119691;2026-05-25\|28.78\|-3.33\|29.11\|30.18\|28.26\|90870;2026-05-26\|28.67\|-0.38\|28.76\|30.02\|28.04\|78654;2026-05-27\|28.61\|-0.21\|28.31\|28.98\|27.55\|79605;2026-05-28\|28.91\|1.05\|28.92\|29.20\|27.82\|65075;2026-05-29\|30.46\|5.36\|28.80\|30.84\|28.47\|124234;2026-06-01\|33.51\|10.01\|30.60\|33.51\|30.59\|70639;2026-06-02\|36.86\|10.00\|36.00\|36.86\|35.22\|104921;2026-06-03\|35.90\|-2.60\|35.00\|37.95\|34.31\|231102;2026-06-04\|35.06\|-2.34\|35.37\|35.80\|33.59\|128397;2026-06-05\|24.93\|0.28\|25.00\|26.72\|24.45\|171176;2026-06-08\|23.01\|-7.70\|23.62\|25.49\|22.88\|136805;2026-06-09\|23.14\|0.56\|23.17\|24.34\|22.74\|154958;2026-06-10\|25.45\|9.98\|22.82\|25.45\|22.33\|150445;2026-06-11\|24.87\|-2.28\|26.23\|26.71\|23.10\|251401;2026-06-12\|24.09\|-3.14\|24.21\|26.26\|23.80\|165743;2026-06-15\|23.54\|-2.28\|24.09\|24.47\|23.21\|115003;2026-06-16\|23.66\|0.51\|23.31\|24.07\|23.07\|112069;2026-06-17\|24.20\|2.28\|23.66\|24.80\|23.16\|125497;2026-06-18\|23.55\|-2.69\|23.82\|24.11\|22.98\|96925;2026-06-22\|23.52\|-0.13\|23.13\|24.06\|23.01\|85540;2026-06-23\|23.11\|-1.74\|23.83\|24.81\|22.82\|90403;2026-06-24\|22.31\|-3.46\|23.59\|23.92\|21.93\|105688;2026-06-25\|21.66\|-2.91\|22.12\|22.58\|21.46\|105721;2026-06-26\|23.83\|10.02\|21.72\|23.83\|21.72\|66363;2026-06-29\|22.45\|-5.79\|23.62\|24.20\|21.66\|143560;2026-06-30\|22.74\|1.29\|22.47\|22.88\|22.16\|67439;2026-07-01\|22.92\|0.79\|22.96\|23.36\|22.40\|63097;2026-07-02\|23.08\|0.70\|22.79\|24.15\|22.55\|82267;2026-07-03\|22.23\|-3.68\|22.94\|23.20\|22.19\|59040;2026-07-06\|20.74\|-6.70\|22.23\|22.53\|20.69\|70477;2026-07-07\|20.02\|-3.47\|20.66\|21.10\|19.88\|47440;2026-07-08\|19.51\|-2.55\|20.06\|20.40\|19.11\|59247;2026-07-09\|19.86\|1.79\|19.60\|19.97\|19.30\|39391;2026-07-10\|20.34\|2.42\|19.65\|20.60\|19.65\|50113;2026-07-13\|19.31\|-5.06\|20.10\|20.53\|19.24\|43529;2026-07-14\|20.36\|5.44\|19.24\|20.50\|19.12\|47580;2026-07-15\|20.77\|2.01\|20.34\|21.36\|20.28\|54967;2026-07-16\|20.67\|-0.48\|20.88\|21.20\|19.80\|87125;2026-07-17\|19.16\|-7.31\|20.38\|20.95\|18.97\|77194;2026-07-20\|17.49\|-8.72\|19.00\|19.51\|17.24\|91597;2026-07-21\|17.48\|-0.06\|17.41\|17.76\|15.80\|91755;2026-07-22\|17.54\|0.34\|17.50\|17.79\|17.14\|54279;2026-07-23\|18.06\|2.96\|17.45\|18.06\|17.44\|51543;2026-07-24\|17.54\|-2.88\|17.95\|18.22\|17.49\|38325;2026-07-27\|18.08\|3.08\|17.37\|18.19\|17.27\|40387;2026-07-28\|17.68\|-2.21\|18.02\|18.45\|17.61\|40720;2026-07-29\|17.58\|-0.57\|17.69\|17.84\|17.17\|42952;2026-07-30\|16.94\|-3.64\|17.46\|17.85\|16.86\|46996;2026-07-31\|17.33\|2.30\|17.05\|17.49\|17.01\|40180;2026-08-03\|18.40\|6.17\|17.68\|18.54\|17.35\|62153;2026-08-04\|18.90\|2.72\|18.55\|18.95\|18.23\|46397;2026-08-05\|20.79\|10.00\|19.46\|20.79\|19.46\|37175;2026-08-06\|21.78\|4.76\|21.88\|22.80\|21.10\|187739;2026-08-07\|21.88\|0.46\|21.59\|21.96\|20.85\|110996;2026-08-10\|22.60\|3.29\|22.26\|22.68\|21.70\|81669;2026-08-11\|21.78\|-3.63\|22.53\|22.76\|21.73\|56687;2026-08-12\|21.96\|0.83\|21.64\|22.00\|21.36\|39898;2026-08-13\|23.13\|5.33\|22.10\|23.70\|22.00\|90835;2026-08-14\|24.04\|3.93\|23.56\|24.48\|23.03\|112120;2026-08-17\|25.80\|7.32\|23.96\|25.87\|23.89\|103868;2026-08-18\|27.87\|8.02\|26.11\|27.87\|25.95\|137508;2026-08-19\|27.05\|-2.94\|27.30\|29.00\|27.00\|157221;2026-08-20\|29.76\|10.02\|28.15\|29.76\|28.15\|49669;2026-08-21\|28.65\|-3.73\|29.76\|29.76\|27.51\|184410;2026-08-24\|26.42\|-7.78\|28.59\|28.60\|26.25\|140700;2026-08-25\|26.89\|1.78\|26.29\|27.20\|25.79\|100893;2026-08-26\|27.21\|1.19\|26.90\|27.53\|26.61\|79556;2026-08-27\|28.33\|4.12\|27.45\|28.81\|27.11\|78444;2026-08-28\|28.35\|0.07\|28.28\|28.93\|27.88\|67412;2026-08-31\|29.52\|4.13\|27.91\|29.62\|27.84\|71076;2026-09-01\|28.82\|-2.37\|30.06\|31.31\|28.38\|85804;2026-09-02\|29.88\|3.68\|28.80\|29.92\|27.90\|70940;2026-09-03\|29.42\|-1.54\|29.88\|30.69\|28.90\|70240;2026-09-04\|28.14\|-4.35\|30.01\|30.25\|28.00\|67072;2026-09-07\|28.29\|0.53\|28.14\|30.95\|27.60\|155989;2026-09-08\|30.45\|7.64\|28.39\|31.09\|27.83\|161344;2026-09-09\|28.30\|-7.06\|29.93\|31.23\|28.24\|131844;2026-09-10\|27.85\|-1.59\|28.30\|28.41\|27.68\|60814;2026-09-11\|27.21\|-2.30\|27.67\|27.95\|26.80\|58774;2026-09-14\|29.04\|6.73\|27.40\|29.20\|27.00\|71041;2026-09-15\|28.65\|-1.34\|28.54\|29.38\|28.50\|53306;2026-09-16\|28.31\|-1.19\|28.76\|28.76\|28.11\|35700;2026-09-17\|28.28\|-0.11\|28.29\|28.63\|28.05\|32198
112516	英伟达发布全新PC处理器	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司主营柔性电路板（FPC）等，部分产品有直接或间接配套人形机器人的研发、生产等，此前已获得AI PC的小批量订单	2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370;2026-09-14\|18.79\|10.01\|16.15\|18.79\|16.13\|1487234;2026-09-15\|18.60\|-1.01\|18.78\|19.79\|18.41\|2055970;2026-09-16\|19.65\|5.65\|18.60\|20.00\|18.60\|1849575;2026-09-17\|20.48\|4.22\|19.64\|21.60\|19.10\|1814217
112515	英伟达发布全新PC处理器	AI PC镁合金+笔记本结构件+戴尔+收购液冷Asetek 行业原因： 1、6月1日，英伟达正式宣布进军AI PC市场，发布搭载其芯片的产品线，首批PC预计将包括微软Surface及戴尔等品牌，标志着英伟达开始将GPU、CPU及软件整合进PC生态。 2、近日，戴尔、联想因AI服务器需求激增股价大涨，带动行业景气预期。公司原因： 1、据2026年4月22日年报，公司主营业务为消费电子产品结构件模组及相关精密模具，公司消费类镁合金产品受益于AIPC渗透率提升收入同比增长超30%，联想、惠普和戴尔均为公司主要客户。 2、据2026年6月2日公告，公司就市场传闻澄清，戴尔是公司客户之一，公司为其提供笔记本电脑结构件产品，但公司目前与戴尔合作的机型中不涉及上述AI PC产品，且公司目前无规模化机器人业务及量产产品。 3、据2026年6月1日公告，公司已完成对Asetek A/S的强制收购并交割，对应总要约对价不超过5.47亿丹麦克朗，Asetek为液冷解决方案提供商，与公司现有下游客户存在重复度，有望互相赋能。	1、公司是笔记本结构件国内龙头，主要客户包括戴尔； 2、公司完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.55\|0.85\|22.40\|23.08\|21.21\|257368;2026-07-15\|23.26\|3.15\|22.78\|23.74\|21.90\|362009;2026-07-16\|22.08\|-5.07\|22.55\|23.68\|21.62\|307338;2026-07-17\|19.87\|-10.01\|21.51\|21.65\|19.87\|265106;2026-07-20\|18.17\|-8.56\|20.20\|20.45\|17.88\|327734;2026-07-21\|19.99\|10.02\|18.44\|19.99\|16.42\|333808;2026-07-22\|19.68\|-1.55\|19.80\|20.76\|19.44\|263300;2026-07-23\|19.60\|-0.41\|20.27\|20.58\|19.28\|189394;2026-07-24\|18.89\|-3.62\|19.12\|19.64\|18.73\|130430;2026-07-27\|19.77\|4.66\|18.87\|19.79\|18.50\|152538;2026-07-28\|18.59\|-5.97\|19.25\|19.72\|18.44\|151107;2026-07-29\|18.40\|-1.02\|18.40\|18.71\|17.71\|153302;2026-07-30\|16.86\|-8.37\|18.20\|18.33\|16.76\|209178;2026-07-31\|17.25\|2.31\|17.70\|18.10\|17.25\|202155;2026-08-03\|16.85\|-2.32\|17.25\|17.45\|16.72\|168809;2026-08-04\|17.39\|3.20\|17.17\|17.78\|16.98\|214865;2026-08-05\|18.31\|5.29\|17.22\|18.53\|17.20\|294015;2026-08-06\|18.76\|2.46\|17.95\|18.99\|17.77\|247113;2026-08-07\|19.13\|1.97\|18.70\|19.27\|18.41\|241480;2026-08-10\|18.54\|-3.08\|19.00\|19.28\|18.16\|265846;2026-08-11\|18.35\|-1.02\|18.53\|18.72\|18.10\|175909;2026-08-12\|18.59\|1.31\|18.37\|18.65\|18.16\|161285;2026-08-13\|20.45\|10.01\|18.96\|20.45\|18.90\|390506;2026-08-14\|22.09\|8.02\|20.45\|22.42\|19.60\|935222;2026-08-17\|21.09\|-4.53\|21.00\|21.18\|20.12\|684850;2026-08-18\|20.27\|-3.89\|20.67\|20.80\|20.03\|464456;2026-08-19\|18.29\|-9.77\|19.18\|19.50\|18.24\|495688;2026-08-20\|17.74\|-3.01\|18.24\|18.36\|17.61\|290383;2026-08-21\|18.07\|1.86\|17.65\|18.18\|17.25\|242500;2026-08-24\|18.57\|2.77\|17.90\|18.62\|16.80\|426772;2026-08-25\|18.37\|-1.08\|17.85\|18.63\|17.59\|327426;2026-08-26\|17.49\|-4.79\|17.95\|18.12\|17.35\|378512;2026-08-27\|18.16\|3.83\|17.40\|18.28\|17.28\|396372;2026-08-28\|18.16\|0.00\|18.00\|18.99\|17.99\|412687;2026-08-31\|18.86\|3.85\|17.89\|18.88\|17.70\|490218;2026-09-01\|18.67\|-1.01\|18.92\|18.97\|18.30\|372817;2026-09-02\|19.62\|5.09\|18.49\|19.99\|18.49\|705187;2026-09-03\|19.64\|0.10\|20.10\|20.99\|19.45\|758061;2026-09-04\|19.61\|-0.15\|19.99\|20.32\|19.15\|582500;2026-09-07\|18.87\|-3.77\|19.40\|19.55\|18.30\|493231;2026-09-08\|18.26\|-3.23\|18.53\|18.95\|18.17\|385288;2026-09-09\|18.03\|-1.26\|18.20\|18.38\|17.91\|287734;2026-09-10\|17.93\|-0.55\|17.85\|18.08\|17.66\|221621;2026-09-11\|17.05\|-4.91\|17.68\|17.70\|16.72\|327548;2026-09-14\|17.26\|1.23\|17.06\|17.53\|16.80\|197701;2026-09-15\|16.72\|-3.13\|17.06\|17.20\|16.72\|201386;2026-09-16\|16.89\|1.02\|16.70\|17.09\|16.30\|280350;2026-09-17\|17.45\|3.32\|16.90\|17.68\|16.81\|347948
112514	英伟达股价大涨	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司多项AI算力光纤光缆产品取得突破性进展	2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914;2026-09-16\|35.19\|1.91\|34.50\|35.66\|34.28\|2554451;2026-09-17\|36.39\|3.41\|34.90\|36.47\|34.90\|3098079
112513	英伟达股价大涨	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444;2026-09-09\|41.58\|3.66\|40.14\|44.00\|38.72\|1691715;2026-09-10\|39.30\|-5.48\|39.50\|40.28\|38.77\|1052285;2026-09-11\|40.71\|3.59\|37.80\|41.01\|37.80\|1080265;2026-09-14\|41.47\|1.87\|39.40\|43.00\|36.64\|1103911;2026-09-15\|41.04\|-1.04\|40.38\|42.97\|39.88\|933676;2026-09-16\|40.27\|-1.88\|40.70\|42.14\|40.17\|930226;2026-09-17\|38.63\|-4.07\|39.84\|41.60\|38.53\|931221
112512	英伟达股价大涨	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.69\|-10.00\|60.20\|60.34\|55.69\|110696;2026-07-14\|55.00\|-1.24\|54.50\|55.48\|50.72\|130859;2026-07-15\|56.49\|2.71\|57.64\|59.20\|56.00\|154783;2026-07-16\|51.65\|-8.57\|53.22\|54.63\|51.12\|122515;2026-07-17\|46.39\|-9.99\|49.89\|50.96\|46.39\|136150;2026-07-20\|46.30\|-0.19\|47.56\|49.22\|43.89\|164816;2026-07-21\|47.35\|2.27\|45.80\|47.67\|41.67\|193812;2026-07-22\|45.10\|-4.75\|46.56\|47.29\|45.01\|134724;2026-07-23\|45.17\|0.16\|44.96\|46.85\|44.51\|92472;2026-07-24\|43.38\|-3.96\|44.27\|45.30\|43.13\|66960;2026-07-27\|45.16\|4.10\|43.37\|45.36\|43.02\|72545;2026-07-28\|42.38\|-6.16\|44.16\|45.16\|42.05\|82088;2026-07-29\|41.16\|-2.88\|41.87\|42.60\|39.90\|88082;2026-07-30\|39.36\|-4.37\|40.89\|42.16\|38.73\|87548;2026-07-31\|41.04\|4.27\|41.63\|42.63\|41.00\|99396;2026-08-03\|41.33\|0.71\|40.95\|41.99\|40.60\|64690;2026-08-04\|43.22\|4.57\|41.71\|43.66\|41.53\|84188;2026-08-05\|45.90\|6.20\|42.30\|46.49\|42.20\|127812;2026-08-06\|46.42\|1.13\|45.10\|47.36\|44.90\|103182;2026-08-07\|47.29\|1.87\|46.41\|47.66\|45.90\|85657;2026-08-10\|47.13\|-0.34\|47.37\|47.67\|46.02\|70358;2026-08-11\|46.18\|-2.02\|46.60\|47.28\|45.95\|49086;2026-08-12\|47.22\|2.25\|46.11\|47.70\|45.90\|62349;2026-08-13\|46.20\|-2.16\|48.00\|48.15\|46.20\|62216;2026-08-14\|47.46\|2.73\|46.51\|48.05\|46.21\|75242;2026-08-17\|48.98\|3.20\|47.69\|49.27\|47.38\|80440;2026-08-18\|48.86\|-0.24\|48.98\|49.90\|48.05\|77615;2026-08-19\|44.93\|-8.04\|47.86\|47.99\|44.60\|79781;2026-08-20\|46.00\|2.38\|45.50\|46.46\|44.80\|59335;2026-08-21\|47.60\|3.48\|45.90\|48.18\|45.67\|72865;2026-08-24\|47.70\|0.21\|49.00\|50.08\|46.55\|107920;2026-08-25\|48.00\|0.63\|46.70\|49.38\|45.70\|122079;2026-08-26\|47.33\|-1.40\|48.20\|48.58\|46.70\|112628;2026-08-27\|52.06\|9.99\|47.87\|52.06\|47.61\|184151;2026-08-28\|51.05\|-1.94\|51.85\|53.50\|50.98\|170048;2026-08-31\|50.75\|-0.59\|50.00\|51.49\|50.00\|99546;2026-09-01\|50.56\|-0.37\|50.70\|51.84\|48.82\|125047;2026-09-02\|49.56\|-1.98\|50.20\|50.85\|49.49\|83280;2026-09-03\|48.80\|-1.53\|49.20\|50.04\|48.00\|90461;2026-09-04\|46.59\|-4.53\|48.98\|49.49\|46.17\|94915;2026-09-07\|51.25\|10.00\|47.00\|51.25\|46.81\|153692;2026-09-08\|52.40\|2.24\|51.80\|54.49\|51.51\|201936;2026-09-09\|53.97\|3.00\|54.01\|56.30\|53.55\|198871;2026-09-10\|53.88\|-0.17\|54.25\|54.88\|52.96\|111203;2026-09-11\|54.62\|1.37\|53.11\|54.89\|52.51\|151931;2026-09-14\|53.69\|-1.70\|53.47\|54.80\|52.40\|125331;2026-09-15\|53.10\|-1.10\|52.86\|53.86\|52.07\|88256;2026-09-16\|53.83\|1.37\|53.05\|54.50\|52.62\|123359;2026-09-17\|54.35\|0.97\|53.28\|55.46\|53.20\|146955
112511	英伟达股价大涨	光器件耦合设备+半导体设备+精密零部件行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月22日互动易，半导体和光模块领域，公司先后推出一系列性能卓越的重点产品，覆盖光器件、芯片、光模块、晶圆等多个核心应用场景的需求，具体产品包括：光器件耦合设备、镜片及镜群耦合设备、光模块芯片AOI＆COS AOI检测设备、光模块芯片共晶贴片设备、超高精度堆叠设备、IGBT\Sic晶圆焊片芯片及辅料贴装整线设备、光纤打磨设备。公司客户包括多家国内行业标杆企业以及海外光器件龙头企业，并且建立了深度合作关系。 2、据2026年4月24日年报，2025年半导体及光模块零部件收入1.74亿元，2026Q1该板块收入占比升至19.6%，在手订单充沛。 3、据2026年4月24日年报，公司主营工业自动化设备及精密零部件制造，可为CPO、半导体、人形机器人等多领域提供超高精度设备及零部件。	公司为国内外客户提供超高精密部件、光耦合设备、共晶设备等多款半导体封装及测试设备，光耦合、共晶、芯片AOI设备均已量产	2026-05-14\|45.20\|2.31\|44.89\|46.61\|44.00\|413302;2026-05-15\|45.52\|0.71\|46.05\|47.59\|42.80\|454009;2026-05-18\|47.25\|3.80\|45.57\|47.47\|45.00\|433306;2026-05-19\|47.01\|-0.51\|46.78\|47.71\|43.10\|431327;2026-05-20\|46.31\|-1.49\|46.75\|47.36\|45.21\|285969;2026-05-21\|42.08\|-9.13\|46.13\|46.48\|41.93\|376285;2026-05-22\|43.65\|3.73\|42.26\|43.87\|41.68\|320501;2026-05-25\|48.02\|10.01\|44.60\|48.02\|44.34\|272948;2026-05-26\|52.82\|10.00\|48.55\|52.82\|44.77\|779827;2026-05-27\|56.33\|6.65\|52.58\|58.09\|52.00\|595412;2026-05-28\|61.96\|9.99\|56.05\|61.96\|55.91\|406837;2026-05-29\|62.04\|0.13\|67.48\|67.98\|60.66\|529730;2026-06-01\|60.63\|-2.27\|62.85\|63.58\|59.80\|327801;2026-06-02\|66.69\|10.00\|60.38\|66.69\|60.02\|309332;2026-06-03\|66.11\|-0.87\|71.00\|72.40\|64.97\|474402;2026-06-04\|64.65\|-2.21\|65.46\|66.10\|63.83\|312729;2026-06-05\|60.20\|-6.88\|64.62\|65.29\|59.05\|380820;2026-06-08\|54.18\|-10.00\|56.00\|58.39\|54.18\|249796;2026-06-09\|55.78\|2.95\|55.60\|56.02\|53.30\|279232;2026-06-10\|53.51\|-4.07\|54.18\|54.68\|52.49\|193284;2026-06-11\|51.87\|-3.06\|53.00\|53.72\|51.23\|163240;2026-06-12\|50.35\|-2.93\|53.01\|54.20\|50.00\|196941;2026-06-15\|54.90\|9.04\|51.25\|54.98\|50.75\|227617;2026-06-16\|55.55\|1.18\|55.00\|56.35\|53.90\|273164;2026-06-17\|57.36\|3.26\|56.50\|58.44\|56.00\|371931;2026-06-18\|60.15\|5.32\|58.80\|62.82\|56.50\|516839;2026-06-22\|57.45\|-4.49\|61.80\|62.50\|55.07\|466644;2026-06-23\|54.93\|-4.39\|55.75\|57.70\|54.65\|244526;2026-06-24\|56.32\|2.53\|54.43\|56.89\|53.40\|293324;2026-06-25\|60.46\|7.35\|57.18\|61.95\|56.58\|540546;2026-06-26\|57.17\|-5.44\|59.32\|60.30\|55.02\|364659;2026-06-29\|53.45\|-6.51\|57.12\|57.55\|51.86\|257887;2026-06-30\|54.84\|2.60\|53.85\|56.48\|52.50\|193777;2026-07-01\|51.33\|-6.40\|54.96\|55.69\|50.88\|216800;2026-07-02\|48.73\|-5.07\|49.89\|51.29\|47.80\|178346;2026-07-03\|48.10\|-1.29\|48.46\|49.73\|47.32\|152733;2026-07-06\|45.38\|-5.65\|48.15\|48.90\|45.00\|154496;2026-07-07\|44.46\|-2.03\|45.23\|45.93\|43.65\|112277;2026-07-08\|44.25\|-0.47\|44.40\|45.65\|42.95\|143432;2026-07-09\|47.06\|6.35\|45.00\|47.35\|42.00\|233305;2026-07-10\|44.71\|-4.99\|47.50\|48.20\|44.71\|158400;2026-07-13\|41.73\|-6.67\|44.42\|46.58\|41.70\|176256;2026-07-14\|45.16\|8.22\|42.36\|45.23\|41.11\|185347;2026-07-15\|42.22\|-6.51\|45.91\|46.00\|42.12\|126994;2026-07-16\|40.45\|-4.19\|41.97\|43.03\|40.26\|123300;2026-07-17\|36.41\|-9.99\|40.13\|40.97\|36.41\|160096;2026-07-20\|32.77\|-10.00\|37.35\|37.79\|32.77\|159200;2026-07-21\|35.60\|8.64\|32.77\|35.98\|29.49\|261229;2026-07-22\|38.25\|7.44\|35.20\|39.16\|35.20\|338366;2026-07-23\|37.62\|-1.65\|39.25\|39.26\|37.16\|202378;2026-07-24\|36.30\|-3.51\|36.85\|38.16\|36.20\|104901;2026-07-27\|37.92\|4.46\|36.36\|38.06\|36.07\|115755;2026-07-28\|35.18\|-7.23\|37.61\|38.09\|34.99\|164109;2026-07-29\|34.16\|-2.90\|35.12\|35.69\|32.64\|167846;2026-07-30\|30.75\|-9.98\|34.15\|34.31\|30.74\|173441;2026-07-31\|33.83\|10.02\|32.92\|33.83\|32.90\|91224;2026-08-03\|31.79\|-6.03\|33.33\|33.54\|31.56\|210443;2026-08-04\|34.97\|10.00\|32.84\|34.97\|31.91\|217008;2026-08-05\|38.47\|10.01\|34.05\|38.47\|34.05\|88815;2026-08-06\|38.64\|0.44\|38.14\|39.50\|37.84\|314540;2026-08-07\|41.31\|6.91\|38.63\|41.50\|38.00\|315839;2026-08-10\|39.21\|-5.08\|41.00\|41.75\|38.44\|342887;2026-08-11\|38.80\|-1.05\|38.96\|39.90\|38.28\|182981;2026-08-12\|40.75\|5.03\|39.00\|42.13\|38.81\|269762;2026-08-13\|39.68\|-2.63\|42.16\|42.30\|39.65\|245367;2026-08-14\|41.28\|4.03\|40.47\|41.57\|39.95\|201416;2026-08-17\|42.17\|2.16\|41.39\|42.31\|41.00\|233212;2026-08-18\|43.78\|3.82\|43.41\|44.68\|42.90\|360407;2026-08-19\|39.40\|-10.00\|41.65\|42.08\|39.40\|254509;2026-08-20\|40.72\|3.35\|39.80\|41.29\|38.40\|203902;2026-08-21\|42.41\|4.15\|40.80\|43.84\|39.91\|234379;2026-08-24\|40.86\|-3.65\|43.16\|43.30\|39.86\|170616;2026-08-25\|41.01\|0.37\|40.00\|41.87\|39.02\|129360;2026-08-26\|40.45\|-1.37\|41.72\|42.07\|39.33\|123857;2026-08-27\|42.53\|5.14\|40.90\|42.87\|40.62\|176539;2026-08-28\|40.80\|-4.07\|42.29\|43.83\|40.73\|176184;2026-08-31\|41.72\|2.25\|40.11\|41.85\|40.01\|143946;2026-09-01\|39.37\|-5.63\|42.40\|42.42\|39.05\|177357;2026-09-02\|38.92\|-1.14\|38.20\|39.25\|38.20\|97843;2026-09-03\|39.22\|0.77\|39.35\|40.20\|38.61\|109846;2026-09-04\|37.20\|-5.15\|39.69\|40.49\|36.90\|145837;2026-09-07\|40.92\|10.00\|38.07\|40.92\|37.60\|202118;2026-09-08\|41.33\|1.00\|41.50\|42.75\|40.23\|225825;2026-09-09\|41.14\|-0.46\|42.12\|43.00\|40.77\|164465;2026-09-10\|39.95\|-2.89\|40.77\|41.18\|39.83\|126260;2026-09-11\|39.16\|-1.98\|39.06\|40.20\|37.74\|128514;2026-09-14\|38.66\|-1.28\|38.31\|39.28\|37.10\|114961;2026-09-15\|38.77\|0.28\|38.45\|40.50\|38.23\|115649;2026-09-16\|42.65\|10.01\|38.35\|42.65\|38.35\|195801;2026-09-17\|41.83\|-1.92\|41.94\|43.00\|41.54\|222813
112510	英伟达股价大涨	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055;2026-07-14\|74.38\|6.24\|69.00\|74.39\|68.20\|2224591;2026-07-15\|71.05\|-4.48\|75.88\|77.00\|70.40\|2149138;2026-07-16\|64.85\|-8.73\|68.50\|69.82\|63.95\|2056427;2026-07-17\|58.39\|-9.96\|64.08\|65.20\|58.37\|2065262;2026-07-20\|56.56\|-3.13\|60.39\|60.89\|54.52\|2331697;2026-07-21\|59.96\|6.01\|57.00\|60.26\|50.90\|3358819;2026-07-22\|55.12\|-8.07\|57.61\|59.38\|55.05\|2614739;2026-07-23\|55.67\|1.00\|56.11\|58.18\|55.00\|1837467;2026-07-24\|52.43\|-5.82\|55.00\|55.66\|52.30\|1443955;2026-07-27\|55.55\|5.95\|52.87\|55.83\|51.32\|1561179;2026-07-28\|50.01\|-9.97\|53.40\|54.72\|50.00\|1702444;2026-07-29\|49.75\|-0.52\|50.01\|51.00\|47.27\|1742944;2026-07-30\|47.20\|-5.13\|49.70\|50.50\|45.60\|1763015;2026-07-31\|47.61\|0.87\|50.50\|51.26\|47.58\|2169257;2026-08-03\|47.37\|-0.50\|47.33\|48.50\|46.33\|1534266;2026-08-04\|50.27\|6.12\|48.50\|50.86\|48.20\|2257544;2026-08-05\|54.41\|8.24\|48.15\|55.30\|48.08\|3476057;2026-08-06\|56.15\|3.20\|53.87\|57.18\|53.68\|2889339;2026-08-07\|59.52\|6.00\|56.10\|60.29\|55.80\|2819666;2026-08-10\|59.62\|0.17\|60.99\|61.75\|57.20\|2595991;2026-08-11\|57.62\|-3.35\|57.99\|59.27\|56.36\|1916264;2026-08-12\|59.30\|2.92\|58.23\|59.88\|57.15\|1761704;2026-08-13\|57.25\|-3.46\|60.14\|60.80\|57.21\|2163527;2026-08-14\|62.98\|10.01\|58.10\|62.98\|57.25\|3182814;2026-08-17\|65.06\|3.30\|63.80\|65.50\|63.20\|2987652;2026-08-18\|65.41\|0.54\|65.07\|67.56\|64.53\|2596488;2026-08-19\|58.91\|-9.94\|62.01\|63.27\|58.87\|2307010;2026-08-20\|62.02\|5.28\|59.80\|62.37\|58.08\|1951341;2026-08-21\|62.18\|0.26\|60.89\|63.30\|59.48\|1662566;2026-08-24\|60.43\|-2.81\|62.20\|62.23\|59.30\|1481912;2026-08-25\|64.60\|6.90\|58.20\|66.37\|57.00\|2601434;2026-08-26\|64.83\|0.36\|64.70\|65.80\|63.50\|2110747;2026-08-27\|71.30\|9.98\|66.18\|71.31\|66.13\|2754809;2026-08-28\|68.70\|-3.65\|71.00\|72.21\|68.67\|2602271;2026-08-31\|67.38\|-1.92\|66.00\|68.20\|65.66\|1908892;2026-09-01\|67.34\|-0.06\|67.67\|69.00\|65.07\|1637168;2026-09-02\|66.90\|-0.65\|65.39\|68.77\|64.19\|1499953;2026-09-03\|65.29\|-2.41\|67.77\|67.96\|64.60\|1306763;2026-09-04\|62.22\|-4.70\|65.70\|66.49\|61.22\|1599421;2026-09-07\|64.00\|2.86\|62.99\|64.64\|62.22\|1406854;2026-09-08\|63.11\|-1.39\|63.90\|65.50\|62.66\|1506006;2026-09-09\|66.62\|5.56\|64.51\|67.50\|64.50\|2184008;2026-09-10\|63.91\|-4.07\|65.01\|65.68\|63.80\|1464000;2026-09-11\|65.24\|2.08\|62.00\|65.80\|61.80\|1700286;2026-09-14\|63.20\|-3.13\|63.01\|64.93\|62.22\|1120462;2026-09-15\|62.42\|-1.23\|61.90\|64.26\|61.88\|1129685;2026-09-16\|65.40\|4.77\|62.29\|66.20\|62.09\|1641751;2026-09-17\|68.49\|4.72\|65.40\|69.70\|65.39\|2338281
112509	英伟达股价大涨	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356;2026-09-09\|134.32\|3.39\|132.50\|137.37\|128.08\|170904;2026-09-10\|132.91\|-1.05\|134.00\|134.99\|129.52\|96860;2026-09-11\|127.20\|-4.30\|131.70\|132.45\|122.99\|114372;2026-09-14\|123.48\|-2.92\|124.84\|126.70\|119.56\|102165;2026-09-15\|117.90\|-4.52\|123.57\|124.49\|117.50\|95816;2026-09-16\|119.54\|1.39\|117.93\|122.38\|115.00\|98714;2026-09-17\|116.39\|-2.64\|119.56\|122.21\|115.77\|94333
112508	英伟达股价大涨	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978;2026-07-14\|7.27\|1.68\|7.15\|7.34\|7.01\|205542;2026-07-15\|7.45\|2.48\|7.27\|8.00\|7.01\|327335;2026-07-16\|7.26\|-2.55\|7.29\|7.50\|7.21\|230532;2026-07-17\|6.73\|-7.30\|7.21\|7.31\|6.63\|246075;2026-07-20\|6.06\|-9.96\|6.77\|6.80\|6.06\|270595;2026-07-21\|6.12\|0.99\|6.07\|6.14\|5.51\|270851;2026-07-22\|6.00\|-1.96\|6.00\|6.20\|5.95\|148969;2026-07-23\|6.09\|1.50\|6.02\|6.12\|5.93\|131626;2026-07-24\|6.01\|-1.31\|6.03\|6.27\|5.90\|152065;2026-07-27\|6.61\|9.98\|6.01\|6.61\|5.98\|132370;2026-07-28\|7.03\|6.35\|6.86\|7.27\|6.82\|463052;2026-07-29\|6.68\|-4.98\|6.85\|7.00\|6.54\|316800;2026-07-30\|6.62\|-0.90\|6.59\|6.80\|6.56\|200864;2026-07-31\|6.93\|4.68\|6.78\|7.11\|6.71\|227519;2026-08-03\|6.95\|0.29\|6.88\|7.02\|6.85\|128258;2026-08-04\|7.10\|2.16\|7.00\|7.15\|6.91\|142311;2026-08-05\|7.20\|1.41\|7.08\|7.26\|7.05\|141241;2026-08-06\|7.59\|5.42\|7.18\|7.79\|7.14\|275662;2026-08-07\|7.65\|0.79\|7.54\|7.67\|7.41\|182181;2026-08-10\|7.95\|3.92\|7.67\|7.98\|7.55\|191071;2026-08-11\|8.03\|1.01\|7.95\|8.13\|7.85\|160126;2026-08-12\|8.83\|9.96\|8.00\|8.83\|7.99\|266547;2026-08-13\|9.71\|9.97\|8.99\|9.71\|8.50\|675858;2026-08-14\|10.68\|9.99\|10.19\|10.68\|10.19\|253789;2026-08-17\|11.75\|10.02\|11.75\|11.75\|11.75\|118591;2026-08-18\|11.19\|-4.77\|12.93\|12.93\|10.58\|1626952;2026-08-19\|10.07\|-10.01\|10.07\|10.40\|10.07\|608735;2026-08-20\|9.06\|-10.03\|9.35\|9.55\|9.06\|1006993;2026-08-21\|9.97\|10.04\|8.59\|9.97\|8.59\|1172899;2026-08-24\|10.97\|10.03\|9.97\|10.97\|9.76\|1169260;2026-08-25\|10.94\|-0.27\|10.94\|11.46\|10.35\|1178608;2026-08-26\|11.18\|2.19\|11.14\|11.72\|10.63\|1017150;2026-08-27\|10.87\|-2.77\|10.96\|11.48\|10.60\|1031414;2026-08-28\|11.02\|1.38\|10.78\|11.96\|10.60\|1515969;2026-08-31\|10.55\|-4.26\|10.80\|11.15\|10.28\|1059155;2026-09-01\|11.20\|6.16\|10.76\|11.40\|10.76\|993866;2026-09-02\|11.49\|2.59\|11.22\|12.00\|11.22\|916253;2026-09-03\|11.17\|-2.79\|11.54\|11.75\|11.09\|589536;2026-09-04\|10.54\|-5.64\|11.16\|11.38\|10.46\|596551;2026-09-07\|10.89\|3.32\|10.65\|11.40\|10.47\|686110;2026-09-08\|10.19\|-6.43\|10.85\|11.03\|10.07\|746684;2026-09-09\|10.30\|1.08\|10.25\|11.21\|10.20\|1158677;2026-09-10\|9.63\|-6.50\|10.19\|10.19\|9.53\|919078;2026-09-11\|9.18\|-4.67\|9.33\|9.47\|8.99\|546950;2026-09-14\|9.15\|-0.33\|9.21\|9.28\|8.80\|340826;2026-09-15\|9.00\|-1.64\|9.00\|9.25\|8.90\|324725;2026-09-16\|9.51\|5.67\|9.01\|9.61\|8.85\|545052;2026-09-17\|9.26\|-2.63\|9.50\|9.67\|9.22\|374978
112507	英伟达股价大涨	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.94\|-8.36\|47.43\|48.81\|44.55\|1162847;2026-07-14\|48.60\|8.14\|45.13\|48.85\|44.17\|1270504;2026-07-15\|47.06\|-3.17\|49.61\|49.87\|46.82\|1031946;2026-07-16\|44.53\|-5.38\|45.71\|47.18\|43.95\|808434;2026-07-17\|40.08\|-9.99\|43.77\|44.59\|40.08\|980793;2026-07-20\|36.07\|-10.01\|41.00\|41.45\|36.07\|1346805;2026-07-21\|38.28\|6.13\|36.66\|38.32\|32.46\|1780858;2026-07-22\|35.58\|-7.05\|36.80\|39.10\|35.02\|1412753;2026-07-23\|35.36\|-0.62\|36.10\|37.37\|34.87\|1038300;2026-07-24\|33.57\|-5.06\|34.68\|35.41\|33.17\|933642;2026-07-27\|35.20\|4.86\|34.19\|35.47\|32.83\|935571;2026-07-28\|31.68\|-10.00\|34.21\|35.48\|31.68\|1048203;2026-07-29\|30.71\|-3.06\|32.00\|32.10\|29.11\|1289106;2026-07-30\|32.96\|7.33\|33.23\|33.78\|31.11\|2887981;2026-07-31\|32.04\|-2.79\|35.26\|35.46\|32.01\|2867328;2026-08-03\|31.17\|-2.72\|30.98\|32.82\|30.57\|1553310;2026-08-04\|34.29\|10.01\|31.99\|34.29\|31.77\|2089236;2026-08-05\|36.55\|6.59\|33.01\|37.20\|32.72\|2614503;2026-08-06\|38.38\|5.01\|35.60\|38.54\|35.39\|1973975;2026-08-07\|39.00\|1.62\|37.99\|39.91\|37.27\|1955860;2026-08-10\|37.67\|-3.41\|39.01\|39.25\|36.65\|1473142;2026-08-11\|37.46\|-0.56\|36.99\|38.33\|36.73\|1008023;2026-08-12\|41.21\|10.01\|37.39\|41.21\|37.23\|2038452;2026-08-13\|40.76\|-1.09\|43.13\|43.25\|40.75\|2278464;2026-08-14\|41.33\|1.40\|41.55\|41.97\|40.14\|1781102;2026-08-17\|42.50\|2.83\|41.42\|42.70\|41.00\|1634161;2026-08-18\|42.16\|-0.80\|42.59\|43.36\|41.59\|1482033;2026-08-19\|37.94\|-10.01\|40.08\|40.89\|37.94\|1472587;2026-08-20\|38.85\|2.40\|38.50\|39.65\|37.16\|1268362;2026-08-21\|39.72\|2.24\|38.53\|40.66\|37.97\|1155032;2026-08-24\|38.05\|-4.20\|39.74\|39.89\|37.02\|1093366;2026-08-25\|38.48\|1.13\|36.99\|39.63\|36.56\|1129524;2026-08-26\|39.14\|1.72\|39.25\|39.80\|37.74\|1306726;2026-08-27\|41.00\|4.75\|39.49\|41.39\|39.22\|1529848;2026-08-28\|39.80\|-2.93\|40.71\|41.82\|39.79\|1241206;2026-08-31\|40.28\|1.21\|38.70\|40.74\|38.61\|889774;2026-09-01\|38.40\|-4.67\|40.25\|40.26\|37.76\|1031852;2026-09-02\|38.56\|0.42\|37.17\|39.00\|37.17\|825961;2026-09-03\|39.30\|1.92\|39.00\|39.98\|37.94\|910315;2026-09-04\|37.16\|-5.45\|39.40\|39.95\|36.72\|1080072;2026-09-07\|38.99\|4.92\|37.53\|39.20\|37.20\|1017300;2026-09-08\|39.11\|0.31\|39.00\|40.30\|38.75\|1085262;2026-09-09\|41.48\|6.06\|40.50\|42.32\|40.00\|1734034;2026-09-10\|40.38\|-2.65\|41.16\|41.43\|40.04\|976967;2026-09-11\|42.20\|4.51\|40.00\|43.20\|39.99\|2066166;2026-09-14\|41.18\|-2.42\|41.28\|42.24\|39.19\|1485435;2026-09-15\|41.11\|-0.17\|40.00\|42.00\|39.71\|1126706;2026-09-16\|45.22\|10.00\|40.97\|45.22\|40.90\|1494073;2026-09-17\|45.14\|-0.18\|46.01\|46.99\|45.03\|2310179
112506	英伟达股价大涨	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441;2026-07-14\|12.69\|-2.83\|12.14\|12.75\|11.88\|137867;2026-07-15\|12.69\|0.00\|12.44\|13.00\|12.41\|103237;2026-07-16\|12.77\|0.63\|12.57\|13.18\|12.32\|94120;2026-07-17\|12.10\|-5.25\|12.87\|12.87\|11.92\|77941;2026-07-20\|11.33\|-6.36\|12.31\|12.36\|11.11\|85984;2026-07-21\|11.54\|1.85\|11.33\|11.57\|10.48\|84109;2026-07-22\|11.21\|-2.86\|11.54\|11.65\|11.18\|49109;2026-07-23\|11.45\|2.14\|11.21\|11.60\|11.07\|56824;2026-07-24\|11.19\|-2.27\|11.34\|11.36\|10.96\|51456;2026-07-27\|12.31\|10.01\|11.19\|12.31\|11.19\|52107;2026-07-28\|12.84\|4.31\|12.64\|13.08\|12.32\|162983;2026-07-29\|13.13\|2.26\|12.67\|13.13\|12.51\|115049;2026-07-30\|12.80\|-2.51\|13.00\|13.41\|12.79\|86177;2026-07-31\|13.21\|3.20\|13.09\|13.30\|12.91\|76237;2026-08-03\|13.40\|1.44\|13.22\|13.41\|13.10\|51878;2026-08-04\|13.65\|1.87\|13.53\|13.75\|13.33\|50557;2026-08-05\|13.83\|1.32\|13.48\|13.83\|13.48\|54211;2026-08-06\|13.97\|1.01\|13.80\|14.10\|13.66\|61456;2026-08-07\|14.06\|0.64\|13.99\|14.10\|13.60\|59833;2026-08-10\|15.47\|10.03\|14.20\|15.47\|14.07\|72739;2026-08-11\|15.93\|2.97\|15.46\|16.76\|15.10\|227395;2026-08-12\|16.36\|2.70\|15.73\|16.47\|15.41\|167838;2026-08-13\|16.49\|0.79\|16.83\|17.98\|15.88\|208012;2026-08-14\|18.14\|10.01\|16.53\|18.14\|16.33\|162836;2026-08-17\|18.66\|2.87\|18.89\|19.67\|18.10\|270832;2026-08-18\|16.79\|-10.02\|18.10\|18.51\|16.79\|184952;2026-08-19\|15.80\|-5.90\|16.77\|16.77\|15.78\|162347;2026-08-20\|16.07\|1.71\|16.00\|16.81\|15.90\|108998;2026-08-21\|16.39\|1.99\|15.88\|16.57\|15.88\|71941;2026-08-24\|16.12\|-1.65\|16.22\|16.30\|15.88\|68046;2026-08-25\|16.48\|2.23\|16.00\|16.54\|15.10\|62501;2026-08-26\|16.06\|-2.55\|16.77\|16.78\|16.01\|52125;2026-08-27\|16.25\|1.18\|16.00\|16.27\|15.90\|48335;2026-08-28\|16.03\|-1.35\|16.22\|16.31\|16.01\|33500;2026-08-31\|15.75\|-1.75\|15.88\|16.00\|15.65\|35137;2026-09-01\|16.17\|2.67\|15.80\|16.50\|15.74\|72456;2026-09-02\|15.88\|-1.79\|15.99\|16.05\|15.70\|35699;2026-09-03\|15.96\|0.50\|15.88\|16.05\|15.70\|35835;2026-09-04\|15.82\|-0.88\|15.99\|16.37\|15.68\|41972;2026-09-07\|16.38\|3.54\|15.83\|16.71\|15.54\|71691;2026-09-08\|16.17\|-1.28\|16.57\|16.57\|16.07\|47127;2026-09-09\|16.05\|-0.74\|16.28\|16.38\|16.00\|44952;2026-09-10\|15.79\|-1.62\|16.18\|16.18\|15.71\|33221;2026-09-11\|15.68\|-0.70\|15.67\|15.77\|15.42\|27657;2026-09-14\|15.45\|-1.47\|15.54\|15.73\|15.33\|28701;2026-09-15\|15.52\|0.45\|15.38\|15.74\|15.25\|27951;2026-09-16\|15.68\|1.03\|15.48\|15.72\|15.40\|20074;2026-09-17\|15.78\|0.64\|15.66\|15.89\|15.49\|26502
112505	英伟达股价大涨	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542;2026-07-13\|8.00\|-4.65\|8.30\|8.64\|7.95\|600810;2026-07-14\|7.91\|-1.12\|8.00\|8.16\|7.51\|630791;2026-07-15\|8.51\|7.59\|8.03\|8.55\|7.78\|930246;2026-07-16\|8.32\|-2.23\|8.38\|9.04\|8.24\|1237213;2026-07-17\|7.69\|-7.57\|8.31\|8.84\|7.65\|1250830;2026-07-20\|7.06\|-8.19\|7.67\|8.28\|6.93\|1284291;2026-07-21\|7.44\|5.38\|7.10\|7.46\|6.45\|1250382;2026-07-22\|8.18\|9.95\|7.38\|8.18\|7.37\|1174040;2026-07-23\|8.04\|-1.71\|8.08\|8.41\|7.96\|1262430;2026-07-24\|7.81\|-2.86\|8.03\|8.25\|7.72\|823876;2026-07-27\|8.31\|6.40\|7.75\|8.31\|7.46\|871742;2026-07-28\|7.83\|-5.78\|8.19\|8.36\|7.72\|764238;2026-07-29\|7.06\|-9.83\|7.67\|7.80\|7.05\|1112095;2026-07-30\|6.36\|-9.91\|6.94\|7.13\|6.35\|1289335;2026-07-31\|6.54\|2.83\|6.80\|6.93\|6.54\|914025;2026-08-03\|6.40\|-2.14\|6.55\|6.72\|6.30\|641407;2026-08-04\|6.89\|7.66\|6.47\|6.93\|6.36\|773120;2026-08-05\|6.91\|0.29\|6.68\|6.98\|6.61\|671411;2026-08-06\|7.11\|2.89\|6.85\|7.17\|6.80\|609744;2026-08-07\|7.32\|2.95\|7.08\|7.46\|6.89\|658679;2026-08-10\|6.97\|-4.78\|7.37\|7.38\|6.80\|670836;2026-08-11\|7.05\|1.15\|6.91\|7.23\|6.86\|517368;2026-08-12\|7.24\|2.69\|7.00\|7.30\|6.97\|530464;2026-08-13\|7.04\|-2.76\|7.39\|7.40\|7.01\|605790;2026-08-14\|7.52\|6.82\|7.05\|7.65\|6.97\|999959;2026-08-17\|7.92\|5.32\|7.53\|8.05\|7.39\|1225703;2026-08-18\|8.71\|9.97\|8.50\|8.71\|8.27\|1442535;2026-08-19\|8.09\|-7.12\|8.19\|8.69\|7.99\|1377501;2026-08-20\|8.08\|-0.12\|8.23\|8.35\|7.81\|973506;2026-08-21\|8.24\|1.98\|8.07\|8.38\|7.86\|763318;2026-08-24\|7.97\|-3.28\|8.19\|8.28\|7.80\|623484;2026-08-25\|8.35\|4.77\|7.81\|8.77\|7.66\|1494471;2026-08-26\|7.80\|-6.59\|8.27\|8.35\|7.72\|953395;2026-08-27\|8.58\|10.00\|7.78\|8.58\|7.75\|1588338;2026-08-28\|8.35\|-2.68\|8.79\|8.88\|8.30\|1417772;2026-08-31\|8.15\|-2.40\|8.25\|8.35\|8.05\|705628;2026-09-01\|8.02\|-1.60\|8.18\|8.19\|7.94\|660066;2026-09-02\|7.51\|-6.36\|7.88\|7.89\|7.26\|1387167;2026-09-03\|7.64\|1.73\|7.52\|7.85\|7.41\|859704;2026-09-04\|7.42\|-2.88\|7.61\|8.10\|7.33\|1001944;2026-09-07\|8.16\|9.97\|7.44\|8.16\|7.44\|1737303;2026-09-08\|7.95\|-2.57\|8.16\|8.26\|7.89\|1365103;2026-09-09\|7.94\|-0.13\|8.11\|8.19\|7.77\|938682;2026-09-10\|7.70\|-3.02\|7.79\|7.99\|7.61\|846075;2026-09-11\|7.29\|-5.32\|7.58\|7.84\|7.02\|1234073;2026-09-14\|7.19\|-1.37\|7.10\|7.28\|6.94\|504571;2026-09-15\|7.13\|-0.83\|7.15\|7.30\|7.09\|406041;2026-09-16\|7.53\|5.61\|7.14\|7.54\|7.09\|696313;2026-09-17\|7.47\|-0.80\|7.38\|7.74\|7.36\|495615
112504	英伟达股价大涨	涨停揭秘：光通信核心标的，受益光纤价格暴涨与全光网络加速建设；涨停缘由：央视报道光纤价格暴涨650%；工信部推动全光交换技术向产业园区用户侧延伸；英伟达20亿美元投资Marvell强化光互联生态；ADSS/OPGW光缆在电力、通信双网改造中持续中标；资金逻辑：4月2-20日累计7次登龙虎榜，深股通席位4月增持超500万股，量化资金高频交易活跃，反映对光通信硬件紧缺逻辑的强共识；风险提示：公司营收规模偏小，抗风险能力较弱，光纤涨价红利传导至利润端需观察成本管控与订单执行节奏	公司光纤、光缆及相关产品业务主要包括研发生产销售ADSS、OPGW特种光缆、预制光缆、气吹微缆、非金属光缆等	2026-05-14\|18.97\|-5.15\|19.71\|20.01\|18.92\|221203;2026-05-15\|18.17\|-4.22\|18.87\|19.18\|18.01\|177877;2026-05-18\|18.70\|2.92\|18.17\|18.89\|18.17\|126583;2026-05-19\|20.57\|10.00\|19.07\|20.57\|19.03\|183003;2026-05-20\|19.98\|-2.87\|20.06\|20.45\|19.82\|314875;2026-05-21\|17.98\|-10.01\|19.68\|19.79\|17.98\|245615;2026-05-22\|17.62\|-2.00\|17.66\|17.73\|16.91\|182839;2026-05-25\|17.99\|2.10\|17.62\|18.14\|17.02\|167057;2026-05-26\|17.74\|-1.39\|17.92\|19.20\|17.52\|182367;2026-05-27\|17.07\|-3.78\|17.63\|18.10\|16.90\|135463;2026-05-28\|17.38\|1.82\|16.93\|17.44\|16.77\|102816;2026-05-29\|16.91\|-2.70\|17.34\|17.67\|16.86\|106967;2026-06-01\|15.22\|-9.99\|15.22\|15.22\|15.22\|24193;2026-06-02\|16.74\|9.99\|14.50\|16.74\|14.50\|216700;2026-06-03\|16.55\|-1.14\|16.72\|17.20\|16.41\|231427;2026-06-04\|16.61\|0.36\|16.58\|17.80\|16.58\|175596;2026-06-05\|16.31\|-1.81\|16.90\|17.10\|16.29\|141225;2026-06-08\|15.60\|-4.35\|16.00\|16.39\|15.46\|113718;2026-06-09\|15.71\|0.71\|15.92\|16.08\|15.32\|92810;2026-06-10\|14.96\|-4.77\|15.45\|15.61\|14.80\|87537;2026-06-11\|14.59\|-2.47\|14.96\|15.28\|14.32\|82268;2026-06-12\|14.42\|-1.17\|14.90\|14.90\|14.37\|73613;2026-06-15\|15.23\|5.62\|14.80\|15.23\|14.51\|89506;2026-06-16\|15.77\|3.55\|15.25\|15.86\|14.86\|113840;2026-06-17\|15.49\|-1.78\|15.41\|15.70\|15.28\|81012;2026-06-18\|15.26\|-1.48\|15.50\|15.63\|15.14\|74294;2026-06-22\|15.26\|0.00\|15.58\|15.68\|14.80\|85401;2026-06-23\|15.28\|0.13\|15.10\|15.80\|15.00\|90123;2026-06-24\|14.86\|-2.75\|15.00\|15.54\|14.51\|81605;2026-06-25\|14.39\|-3.16\|14.95\|15.20\|14.26\|91991;2026-06-26\|13.47\|-6.39\|14.22\|14.28\|13.37\|87332;2026-06-29\|12.97\|-3.71\|13.34\|13.52\|12.56\|105996;2026-06-30\|13.21\|1.85\|12.89\|13.37\|12.81\|68800;2026-07-01\|13.23\|0.15\|13.37\|13.41\|12.89\|77811;2026-07-02\|13.24\|0.08\|13.07\|13.85\|12.97\|91025;2026-07-03\|13.27\|0.23\|13.24\|13.48\|13.16\|58359;2026-07-06\|12.85\|-3.17\|13.33\|13.66\|12.67\|65865;2026-07-07\|12.19\|-5.14\|12.79\|12.87\|12.00\|71512;2026-07-08\|12.20\|0.08\|12.20\|12.43\|11.77\|65341;2026-07-09\|12.56\|2.95\|12.12\|12.56\|11.78\|83629;2026-07-10\|12.28\|-2.23\|12.46\|12.73\|12.23\|72194;2026-07-13\|11.43\|-6.92\|12.19\|12.39\|11.41\|56183;2026-07-14\|11.76\|2.89\|11.56\|11.78\|11.23\|66543;2026-07-15\|11.70\|-0.51\|11.65\|12.08\|11.58\|54719;2026-07-16\|11.80\|0.85\|11.53\|12.02\|11.37\|60044;2026-07-17\|10.84\|-8.14\|11.68\|11.86\|10.73\|77135;2026-07-20\|10.33\|-4.70\|11.03\|11.47\|10.17\|85743;2026-07-21\|10.26\|-0.68\|10.26\|10.44\|9.30\|106578;2026-07-22\|10.15\|-1.07\|10.14\|10.50\|9.98\|64793;2026-07-23\|10.58\|4.24\|10.09\|10.61\|10.09\|62334;2026-07-24\|10.22\|-3.40\|10.57\|10.60\|10.13\|45170;2026-07-27\|10.68\|4.50\|10.09\|10.69\|10.09\|46326;2026-07-28\|10.54\|-1.31\|10.63\|10.95\|10.50\|53659;2026-07-29\|10.60\|0.57\|10.59\|10.68\|10.26\|70493;2026-07-30\|10.29\|-2.92\|10.55\|10.75\|10.17\|57436;2026-07-31\|10.65\|3.50\|10.44\|10.83\|10.44\|62909;2026-08-03\|11.07\|3.94\|10.66\|11.07\|10.58\|62061;2026-08-04\|11.35\|2.53\|11.11\|11.46\|11.11\|51858;2026-08-05\|11.66\|2.73\|11.23\|11.67\|11.23\|62652;2026-08-06\|11.92\|2.23\|11.49\|11.95\|11.49\|58045;2026-08-07\|11.91\|-0.08\|11.96\|11.99\|11.53\|55871;2026-08-10\|12.13\|1.85\|11.91\|12.14\|11.68\|44345;2026-08-11\|12.32\|1.57\|12.13\|12.52\|11.90\|59679;2026-08-12\|12.67\|2.84\|12.32\|12.78\|12.25\|66253;2026-08-13\|12.36\|-2.45\|12.80\|12.90\|12.30\|66215;2026-08-14\|12.51\|1.21\|12.37\|12.64\|12.20\|63588;2026-08-17\|12.77\|2.08\|12.51\|12.81\|12.39\|53056;2026-08-18\|12.94\|1.33\|12.77\|13.03\|12.46\|55061;2026-08-19\|12.13\|-6.26\|12.71\|12.73\|12.05\|54612;2026-08-20\|12.51\|3.13\|12.37\|12.59\|12.10\|39035;2026-08-21\|12.58\|0.56\|12.51\|12.72\|12.27\|34860;2026-08-24\|12.74\|1.27\|12.70\|13.09\|12.50\|60810;2026-08-25\|12.94\|1.57\|12.58\|13.07\|12.32\|73910;2026-08-26\|13.10\|1.24\|12.87\|13.35\|12.67\|86808;2026-08-27\|14.41\|10.00\|13.09\|14.41\|13.04\|104617;2026-08-28\|13.77\|-4.44\|14.49\|14.50\|13.72\|245793;2026-08-31\|13.70\|-0.51\|13.41\|14.11\|13.38\|112575;2026-09-01\|13.83\|0.95\|13.60\|14.05\|13.48\|112097;2026-09-02\|13.76\|-0.51\|13.61\|13.89\|13.59\|69627;2026-09-03\|13.62\|-1.02\|13.84\|13.94\|13.53\|54497;2026-09-04\|13.46\|-1.17\|13.72\|14.04\|13.31\|59848;2026-09-07\|13.72\|1.93\|13.39\|13.79\|13.39\|47877;2026-09-08\|13.81\|0.66\|13.70\|13.98\|13.61\|57194;2026-09-09\|14.73\|6.66\|13.98\|15.19\|13.85\|238504;2026-09-10\|14.14\|-4.01\|14.13\|14.40\|13.95\|186360;2026-09-11\|14.28\|0.99\|14.07\|14.88\|13.98\|223475;2026-09-14\|14.11\|-1.19\|14.20\|14.44\|13.60\|143322;2026-09-15\|13.51\|-4.25\|14.11\|14.23\|13.49\|116071;2026-09-16\|14.28\|5.70\|13.44\|14.39\|13.37\|138637;2026-09-17\|13.90\|-2.66\|14.40\|14.40\|13.87\|76721
112503	英伟达股价大涨	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558;2026-07-20\|15.35\|-10.02\|17.04\|17.25\|15.35\|1322384;2026-07-21\|16.12\|5.02\|15.40\|16.20\|13.82\|1690475;2026-07-22\|15.25\|-5.40\|15.88\|16.37\|15.00\|1261086;2026-07-23\|15.61\|2.36\|15.57\|16.32\|15.14\|1167385;2026-07-24\|14.65\|-6.15\|15.38\|15.58\|14.52\|870418;2026-07-27\|15.48\|5.67\|14.72\|15.50\|14.45\|845057;2026-07-28\|14.43\|-6.78\|15.36\|15.71\|14.23\|896696;2026-07-29\|13.92\|-3.53\|14.28\|14.46\|13.50\|1033508;2026-07-30\|12.82\|-7.90\|13.95\|14.07\|12.62\|1005949;2026-07-31\|13.29\|3.67\|13.65\|14.10\|13.25\|1102868;2026-08-03\|13.26\|-0.23\|13.28\|13.50\|13.07\|841611;2026-08-04\|14.16\|6.79\|13.63\|14.28\|13.25\|1159955;2026-08-05\|15.14\|6.92\|13.77\|15.31\|13.75\|1405468;2026-08-06\|15.60\|3.04\|14.98\|15.83\|14.92\|1361342;2026-08-07\|16.16\|3.59\|15.76\|16.41\|15.30\|1486269;2026-08-10\|15.66\|-3.09\|16.43\|16.56\|15.14\|1429745;2026-08-11\|15.78\|0.77\|15.30\|16.13\|15.26\|1023377;2026-08-12\|16.40\|3.93\|15.79\|16.71\|15.72\|1187907;2026-08-13\|15.81\|-3.60\|16.55\|16.87\|15.79\|1294329;2026-08-14\|16.48\|4.24\|16.09\|16.69\|15.82\|1521678;2026-08-17\|17.17\|4.19\|16.49\|17.22\|16.49\|1459870;2026-08-18\|17.10\|-0.41\|17.17\|17.80\|16.66\|1591938;2026-08-19\|15.40\|-9.94\|16.37\|16.48\|15.39\|1381985;2026-08-20\|16.60\|7.79\|15.62\|16.90\|15.23\|1839844;2026-08-21\|16.92\|1.93\|16.56\|17.30\|16.01\|2163411;2026-08-24\|16.16\|-4.49\|16.89\|16.89\|15.30\|2078804;2026-08-25\|16.20\|0.25\|16.15\|16.80\|15.15\|1987135;2026-08-26\|17.32\|6.91\|16.25\|17.74\|16.23\|2703487;2026-08-27\|17.95\|3.64\|17.04\|18.19\|16.91\|2664541;2026-08-28\|18.65\|3.90\|17.80\|19.28\|17.72\|2635052;2026-08-31\|19.08\|2.31\|18.08\|19.95\|18.08\|3015240;2026-09-01\|17.73\|-7.08\|18.89\|18.89\|17.69\|2141111;2026-09-02\|19.50\|9.98\|17.75\|19.50\|17.75\|1802350;2026-09-03\|21.05\|7.95\|19.64\|21.44\|19.35\|3710303;2026-09-04\|21.20\|0.71\|21.05\|21.97\|20.51\|3427359;2026-09-07\|20.88\|-1.51\|20.98\|21.11\|20.01\|2415529;2026-09-08\|22.66\|8.52\|21.01\|22.86\|20.47\|3246203;2026-09-09\|24.93\|10.02\|22.33\|24.93\|22.08\|3126631;2026-09-10\|24.10\|-3.33\|24.20\|26.68\|23.68\|4028694;2026-09-11\|25.35\|5.19\|23.20\|25.51\|22.89\|3638499;2026-09-14\|24.36\|-3.91\|24.10\|25.40\|23.68\|2562143;2026-09-15\|21.92\|-10.02\|23.77\|24.41\|21.92\|2771440;2026-09-16\|21.86\|-0.27\|21.45\|22.59\|21.18\|2743193;2026-09-17\|21.30\|-2.56\|21.53\|22.69\|21.28\|2497857
112502	英伟达股价大涨	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115;2026-09-16\|71.77\|-4.29\|74.85\|75.05\|71.00\|228532;2026-09-17\|69.47\|-3.20\|70.80\|72.14\|69.39\|165996
112501	英伟达股价大涨	光模块+人形机器人+高分子材料零部件供应商行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月26日及2026年3月9日互动易，公司的导热界面材料可用于机器人的关节部位，目前该领域相关业务已有人形机器人关节散热样品导入及小批量验证。 2、据2026年5月21日互动易，公司与华工科技旗下子公司华工正源在光模块领域保持合作，目前已批量供货；据2025年年度报告，公司针对光通信领域创新推出单组份后固化型导热凝胶，可大幅提升光模块核心元件的散热效率。 3、公司是一家高分子材料零部件供应商，主要为通信主设备厂商及其产业链上的其他通信设备厂商提供射频与透波防护器件、EMI及IP防护器件和电子导热散热器件等用于移动通信基站设备内、外部的零部件产品。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-05-14\|42.79\|-3.78\|44.70\|44.79\|42.79\|42661;2026-05-15\|43.01\|0.51\|43.04\|44.26\|42.52\|41918;2026-05-18\|42.43\|-1.35\|42.55\|42.92\|41.77\|33872;2026-05-19\|42.16\|-0.64\|41.84\|42.22\|40.79\|36113;2026-05-20\|42.90\|1.76\|41.63\|43.33\|40.96\|38520;2026-05-21\|44.30\|3.26\|42.86\|46.00\|42.70\|90848;2026-05-22\|47.01\|6.12\|44.75\|47.81\|44.60\|97424;2026-05-25\|46.50\|-1.08\|47.07\|47.80\|45.20\|70606;2026-05-26\|47.33\|1.78\|46.05\|51.00\|46.05\|92925;2026-05-27\|49.50\|4.58\|47.05\|50.95\|46.87\|109472;2026-05-28\|40.63\|3.44\|37.11\|40.80\|36.68\|108637;2026-05-29\|38.32\|-5.69\|39.95\|40.42\|38.05\|95092;2026-06-01\|37.40\|-2.40\|38.02\|39.00\|37.19\|64567;2026-06-02\|44.88\|20.00\|37.29\|44.88\|37.17\|170702;2026-06-03\|50.36\|12.21\|45.89\|50.98\|43.58\|234868;2026-06-04\|47.76\|-5.16\|46.91\|48.28\|45.80\|152935;2026-06-05\|47.08\|-1.42\|46.03\|49.67\|45.80\|131384;2026-06-08\|41.03\|-12.85\|43.89\|44.74\|40.00\|128652;2026-06-09\|42.58\|3.78\|41.05\|42.82\|39.88\|109072;2026-06-10\|40.01\|-6.04\|41.01\|41.05\|38.88\|92484;2026-06-11\|38.61\|-3.50\|39.24\|39.95\|37.85\|77768;2026-06-12\|38.20\|-1.06\|39.94\|40.94\|37.80\|84440;2026-06-15\|42.04\|10.05\|38.80\|42.15\|38.55\|92993;2026-06-16\|42.50\|1.09\|42.10\|42.75\|41.17\|95303;2026-06-17\|43.40\|2.12\|41.66\|43.40\|41.50\|85188;2026-06-18\|45.60\|5.07\|44.03\|47.95\|44.01\|125975;2026-06-22\|47.79\|4.80\|44.45\|47.79\|44.10\|120941;2026-06-23\|43.67\|-8.62\|46.93\|46.93\|42.80\|93045;2026-06-24\|43.47\|-0.46\|42.57\|44.35\|42.40\|68414;2026-06-25\|47.02\|8.17\|43.69\|47.48\|42.80\|106990;2026-06-26\|46.05\|-2.06\|45.98\|46.85\|43.88\|81124;2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|35.31\|4.90\|34.33\|35.78\|33.23\|42167;2026-07-15\|32.95\|-6.68\|35.32\|35.40\|32.80\|42416;2026-07-16\|31.94\|-3.07\|32.69\|33.50\|31.61\|37018;2026-07-17\|29.50\|-7.64\|31.90\|32.14\|28.91\|45447;2026-07-20\|26.62\|-9.76\|29.95\|30.42\|25.74\|53606;2026-07-21\|29.07\|9.20\|27.48\|29.14\|24.90\|62021;2026-07-22\|27.85\|-4.20\|28.88\|29.78\|27.70\|43803;2026-07-23\|28.17\|1.15\|27.88\|28.68\|27.53\|31860;2026-07-24\|27.78\|-1.38\|27.60\|28.59\|27.37\|24810;2026-07-27\|28.73\|3.42\|27.74\|28.73\|27.34\|33303;2026-07-28\|27.37\|-4.73\|28.20\|28.76\|27.22\|33509;2026-07-29\|27.17\|-0.73\|27.38\|27.50\|26.00\|36602;2026-07-30\|25.50\|-6.15\|27.08\|27.15\|25.20\|33072;2026-07-31\|26.95\|5.69\|27.14\|27.79\|26.80\|40993;2026-08-03\|27.26\|1.15\|26.80\|27.27\|26.40\|27362;2026-08-04\|29.27\|7.37\|27.57\|29.50\|27.51\|50534;2026-08-05\|30.38\|3.79\|28.85\|30.67\|28.83\|49608;2026-08-06\|31.03\|2.14\|29.98\|31.38\|29.29\|47083;2026-08-07\|32.00\|3.13\|31.12\|32.10\|30.58\|43744;2026-08-10\|31.19\|-2.53\|32.00\|32.00\|30.72\|29904;2026-08-11\|31.14\|-0.16\|31.13\|31.68\|30.51\|23760;2026-08-12\|31.92\|2.50\|31.16\|32.18\|31.03\|27281;2026-08-13\|31.35\|-1.79\|32.28\|32.82\|31.35\|33199;2026-08-14\|37.62\|20.00\|34.84\|37.62\|33.50\|122043;2026-08-17\|41.55\|10.45\|41.01\|43.27\|39.54\|196180;2026-08-18\|39.19\|-5.68\|41.14\|42.70\|38.86\|153134;2026-08-19\|36.20\|-7.63\|38.98\|39.14\|36.05\|105329;2026-08-20\|40.20\|11.05\|37.20\|42.50\|35.79\|113619;2026-08-21\|40.39\|0.47\|39.80\|40.95\|38.22\|94637;2026-08-24\|41.10\|1.76\|43.86\|45.00\|41.00\|178214;2026-08-25\|39.00\|-5.11\|41.72\|42.20\|37.68\|119448;2026-08-26\|36.52\|-6.36\|38.50\|38.50\|35.74\|110711;2026-08-27\|37.32\|2.19\|36.52\|37.76\|36.03\|100023;2026-08-28\|37.94\|1.66\|36.66\|39.79\|36.51\|109818;2026-08-31\|38.73\|2.08\|37.00\|39.69\|36.80\|86236;2026-09-01\|37.44\|-3.33\|38.63\|38.71\|37.06\|59922;2026-09-02\|36.22\|-3.26\|36.93\|37.02\|35.88\|51335;2026-09-03\|38.59\|6.54\|36.68\|39.88\|36.65\|107385;2026-09-04\|35.70\|-7.49\|38.61\|38.94\|35.35\|86548;2026-09-07\|40.79\|14.26\|35.74\|41.40\|35.74\|124854;2026-09-08\|41.34\|1.35\|40.38\|41.75\|39.60\|106733;2026-09-09\|41.10\|-0.58\|42.07\|42.50\|40.70\|65515;2026-09-10\|40.07\|-2.51\|40.83\|40.90\|39.81\|39170;2026-09-11\|39.22\|-2.12\|39.60\|40.31\|38.10\|42978;2026-09-14\|39.79\|1.45\|39.06\|39.98\|37.50\|41816;2026-09-15\|39.43\|-0.90\|39.51\|42.00\|38.88\|75501;2026-09-16\|42.60\|8.04\|39.01\|43.27\|39.01\|122834;2026-09-17\|42.35\|-0.59\|42.22\|43.00\|41.70\|74383
112500	英伟达股价大涨	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|381.87\|-7.99\|405.60\|413.02\|378.37\|140370;2026-07-14\|400.18\|4.79\|381.86\|402.97\|371.01\|133425;2026-07-15\|425.45\|6.31\|440.20\|440.20\|421.02\|241586;2026-07-16\|401.74\|-5.57\|391.20\|413.08\|384.00\|168508;2026-07-17\|361.57\|-10.00\|385.00\|394.35\|361.57\|102258;2026-07-20\|382.00\|5.65\|370.70\|396.88\|346.22\|227805;2026-07-21\|406.38\|6.38\|379.26\|408.60\|343.80\|269783;2026-07-22\|366.05\|-9.92\|387.20\|397.00\|366.00\|195697;2026-07-23\|356.12\|-2.71\|366.80\|377.05\|350.00\|126379;2026-07-24\|331.65\|-6.87\|346.00\|352.00\|329.50\|142941;2026-07-27\|335.89\|1.28\|326.00\|338.23\|320.20\|124249;2026-07-28\|302.30\|-10.00\|324.20\|328.98\|302.30\|107252;2026-07-29\|281.70\|-6.81\|300.00\|301.99\|272.11\|159181;2026-07-30\|262.66\|-6.76\|281.70\|292.00\|255.55\|144142;2026-07-31\|271.50\|3.37\|285.00\|287.96\|271.00\|144329;2026-08-03\|262.30\|-3.39\|270.81\|275.57\|259.00\|89009;2026-08-04\|284.00\|8.27\|267.00\|286.88\|264.03\|141474;2026-08-05\|312.40\|10.00\|270.00\|312.40\|269.00\|157140;2026-08-06\|328.25\|5.07\|310.56\|333.00\|310.50\|189895;2026-08-07\|338.69\|3.18\|328.04\|345.00\|326.88\|160764;2026-08-10\|343.09\|1.30\|345.00\|355.50\|330.00\|139564;2026-08-11\|335.92\|-2.09\|334.00\|344.00\|325.56\|100926;2026-08-12\|345.79\|2.94\|342.00\|349.80\|334.00\|110280;2026-08-13\|337.51\|-2.39\|352.00\|356.50\|337.21\|119260;2026-08-14\|355.18\|5.24\|343.00\|363.00\|338.60\|146235;2026-08-17\|376.54\|6.01\|356.00\|383.03\|356.00\|149010;2026-08-18\|383.60\|1.88\|376.54\|398.00\|371.01\|153650;2026-08-19\|345.24\|-10.00\|364.42\|368.01\|345.24\|130116;2026-08-20\|358.00\|3.70\|349.66\|364.76\|340.82\|121902;2026-08-21\|363.60\|1.65\|355.00\|366.90\|350.88\|98439;2026-08-24\|379.19\|4.29\|370.92\|379.60\|358.58\|160108;2026-08-25\|394.50\|4.04\|360.00\|411.11\|345.01\|209032;2026-08-26\|388.02\|-1.64\|393.00\|414.00\|386.50\|186840;2026-08-27\|426.82\|10.00\|393.00\|426.82\|393.00\|147575;2026-08-28\|422.36\|-1.04\|430.99\|444.13\|419.50\|213422;2026-08-31\|418.57\|-0.90\|405.00\|420.88\|405.00\|135222;2026-09-01\|400.03\|-4.43\|412.38\|412.66\|395.56\|108797;2026-09-02\|407.80\|1.94\|392.59\|413.68\|389.00\|125787;2026-09-03\|393.46\|-3.52\|412.00\|413.00\|385.00\|118768;2026-09-04\|378.80\|-3.73\|399.66\|400.71\|374.50\|100158;2026-09-07\|400.51\|5.73\|390.00\|404.00\|383.38\|124725;2026-09-08\|416.85\|4.08\|400.88\|423.80\|397.00\|156181;2026-09-09\|442.03\|6.04\|430.00\|458.54\|428.10\|198414;2026-09-10\|435.74\|-1.42\|437.32\|443.98\|430.99\|113563;2026-09-11\|473.99\|8.78\|428.00\|475.52\|428.00\|187736;2026-09-14\|459.66\|-3.02\|450.00\|473.89\|436.66\|152814;2026-09-15\|462.00\|0.51\|446.34\|468.80\|442.68\|118593;2026-09-16\|461.00\|-0.22\|453.03\|478.00\|453.03\|129473;2026-09-17\|467.03\|1.31\|458.16\|478.00\|458.00\|129065
112499		涨停揭秘：华翔股份作为白色家电压缩机零部件行业龙头，6月1日逆势大涨6.52%，显著跑赢3D打印板块平均跌幅，叠加近期机构密集‘买入’评级与一季报业绩稳健增长催化；涨停缘由：3D打印概念板块资金再聚焦；公司2025年三季报营收同比+7.01%、归母净利+18.92%，毛利率22.26%维持高位；股东山西交投解除部分可交换债担保，释放流动性预期；资金逻辑：主力资金5月27日已转为净流入，博时中证2000ETF新进重仓，新华钻石品质混合虽减仓但仍为第一大公募持仓，显示机构对制造细分龙头的长期配置逻辑未变；风险提示：短期涨幅较大，需警惕板块轮动及可交换债后续换股压力；解禁股将于2026年内分批上市，存在潜在抛压	白色家电压缩机零部件行业龙头	2026-05-14\|22.29\|-1.59\|23.10\|23.15\|21.90\|96990;2026-05-15\|22.24\|-0.22\|22.29\|22.97\|22.02\|130270;2026-05-18\|21.94\|-1.35\|22.03\|22.36\|21.75\|77762;2026-05-19\|21.92\|-0.09\|22.03\|22.80\|21.57\|74228;2026-05-20\|21.64\|-0.32\|21.60\|21.84\|21.36\|77095;2026-05-21\|22.29\|3.00\|21.64\|22.80\|21.15\|223692;2026-05-22\|22.15\|-0.63\|22.39\|22.69\|21.98\|118626;2026-05-25\|22.62\|2.12\|22.15\|22.89\|22.15\|118566;2026-05-26\|22.41\|-0.93\|23.00\|23.95\|21.95\|140413;2026-05-27\|21.74\|-2.99\|22.12\|22.45\|21.60\|108212;2026-05-28\|20.85\|-4.09\|21.69\|21.98\|20.81\|114325;2026-05-29\|20.24\|-2.93\|20.90\|20.91\|20.06\|115618;2026-06-01\|21.56\|6.52\|20.24\|22.26\|20.24\|218183;2026-06-02\|21.94\|1.76\|21.60\|22.05\|20.66\|147345;2026-06-03\|21.94\|0.00\|22.01\|22.43\|21.58\|172048;2026-06-04\|20.51\|-6.52\|21.73\|21.77\|20.11\|219970;2026-06-05\|21.10\|2.88\|20.51\|21.43\|20.31\|219070;2026-06-08\|18.99\|-10.00\|19.50\|19.96\|18.99\|210547;2026-06-09\|19.80\|4.27\|18.81\|20.02\|18.65\|196979;2026-06-10\|18.67\|-5.71\|19.70\|19.70\|18.60\|124459;2026-06-11\|18.25\|-2.25\|18.11\|18.73\|17.98\|86558;2026-06-12\|18.26\|0.05\|18.50\|18.60\|18.06\|94257;2026-06-15\|18.27\|0.05\|18.39\|18.49\|18.01\|99252;2026-06-16\|18.75\|2.63\|18.31\|18.88\|18.10\|109540;2026-06-17\|18.48\|-1.44\|18.62\|18.95\|18.28\|67533;2026-06-18\|18.50\|0.11\|18.45\|18.75\|18.30\|67830;2026-06-22\|17.72\|-4.22\|18.50\|18.68\|17.58\|135836;2026-06-23\|18.00\|1.58\|17.72\|18.43\|17.62\|93057;2026-06-24\|17.78\|-1.22\|17.96\|18.00\|17.15\|77117;2026-06-25\|17.37\|-2.31\|17.80\|17.96\|17.23\|71451;2026-06-26\|17.03\|-1.96\|17.36\|17.39\|16.71\|84952;2026-06-29\|16.35\|-3.99\|17.21\|17.21\|16.28\|81307;2026-06-30\|16.73\|2.32\|16.23\|16.80\|16.05\|91723;2026-07-01\|16.70\|-0.18\|16.64\|16.98\|16.49\|61695;2026-07-02\|16.51\|-1.14\|16.63\|17.23\|16.45\|84006;2026-07-03\|17.31\|4.85\|16.69\|17.47\|16.68\|84321;2026-07-06\|16.47\|-4.85\|17.31\|17.40\|16.43\|94114;2026-07-07\|16.00\|-2.85\|16.43\|16.67\|15.94\|57684;2026-07-08\|15.90\|-0.62\|16.02\|16.43\|15.90\|62369;2026-07-09\|16.21\|1.95\|15.87\|16.21\|15.47\|57172;2026-07-10\|15.97\|-1.48\|16.16\|16.39\|15.90\|50945;2026-07-13\|15.50\|-2.94\|16.16\|16.16\|15.42\|58873;2026-07-14\|15.33\|-1.10\|15.50\|15.58\|14.90\|65176;2026-07-15\|15.02\|-2.02\|15.29\|15.42\|14.91\|66283;2026-07-16\|14.69\|-2.20\|15.02\|15.07\|14.62\|45048;2026-07-17\|14.13\|-3.81\|14.70\|14.75\|13.87\|74447;2026-07-20\|13.38\|-5.31\|14.13\|14.45\|13.10\|107176;2026-07-21\|13.70\|2.39\|13.43\|14.00\|12.91\|98212;2026-07-22\|13.47\|-1.68\|13.71\|13.77\|13.32\|67903;2026-07-23\|13.88\|3.04\|13.43\|13.88\|13.38\|44023;2026-07-24\|13.55\|-2.38\|13.80\|13.90\|13.43\|29374;2026-07-27\|14.50\|7.01\|13.55\|14.58\|13.50\|113143;2026-07-28\|14.21\|-2.00\|14.31\|14.75\|14.18\|78232;2026-07-29\|14.04\|-1.20\|14.21\|14.41\|13.88\|56626;2026-07-30\|13.92\|-0.85\|14.00\|14.19\|13.70\|41972;2026-07-31\|14.54\|4.45\|14.18\|14.66\|14.06\|67460;2026-08-03\|14.52\|-0.14\|14.56\|14.72\|14.37\|41414;2026-08-04\|14.69\|1.17\|14.55\|14.83\|14.53\|42535;2026-08-05\|15.22\|3.61\|14.72\|15.39\|14.65\|67788;2026-08-06\|15.20\|-0.13\|15.26\|15.45\|14.97\|46022;2026-08-07\|15.04\|-1.05\|15.18\|15.27\|14.88\|42436;2026-08-10\|15.60\|3.72\|15.03\|15.65\|15.00\|67573;2026-08-11\|15.45\|-0.96\|15.55\|15.67\|15.29\|34349;2026-08-12\|15.44\|-0.06\|15.49\|15.70\|15.38\|30854;2026-08-13\|15.06\|-2.46\|15.47\|15.50\|15.05\|33947;2026-08-14\|14.92\|-0.93\|15.06\|15.16\|14.72\|33815;2026-08-17\|15.08\|1.07\|14.97\|15.27\|14.73\|51989;2026-08-18\|16.59\|10.01\|15.08\|16.59\|15.00\|199275;2026-08-19\|16.15\|-2.65\|16.56\|17.22\|15.95\|270875;2026-08-20\|16.08\|-0.43\|16.07\|16.72\|15.91\|120529;2026-08-21\|16.25\|1.06\|16.07\|16.45\|15.50\|129172;2026-08-24\|15.96\|-1.78\|16.26\|16.44\|15.87\|89152;2026-08-25\|16.46\|3.13\|15.80\|16.60\|15.45\|143336;2026-08-26\|15.70\|-4.62\|16.08\|16.70\|15.48\|145955;2026-08-27\|15.89\|1.21\|15.55\|16.10\|15.23\|152303;2026-08-28\|16.29\|2.52\|16.04\|16.59\|15.79\|158308;2026-08-31\|16.92\|3.87\|16.30\|17.37\|16.23\|197112;2026-09-01\|16.33\|-3.49\|17.00\|17.17\|16.15\|172175;2026-09-02\|16.89\|3.43\|16.23\|17.15\|15.85\|213954;2026-09-03\|17.18\|1.72\|16.83\|17.48\|16.70\|180609;2026-09-04\|16.41\|-4.48\|17.15\|17.25\|16.31\|154355;2026-09-07\|17.34\|5.67\|16.50\|17.48\|16.35\|158871;2026-09-08\|17.02\|-1.85\|17.26\|17.34\|16.78\|116913;2026-09-09\|17.33\|1.82\|16.85\|17.38\|16.25\|190518;2026-09-10\|16.79\|-3.12\|17.08\|17.15\|16.75\|96030;2026-09-11\|16.33\|-2.74\|16.70\|16.70\|16.00\|100245;2026-09-14\|15.85\|-2.94\|16.17\|16.17\|15.60\|112001;2026-09-15\|16.62\|4.86\|15.74\|16.83\|15.70\|148943;2026-09-16\|16.39\|-1.38\|16.45\|16.66\|15.86\|110225;2026-09-17\|17.00\|3.72\|16.35\|17.29\|16.28\|186221
112498		尼龙6切片+PA66项目+产能扩张行业原因：据央视财经4月6日报道，随着原油的上涨带动合成纤维涨价，整体涤纶的价格在近一个月内上涨超10%。涤纶长丝在今年3月份由每吨约7180元涨至每吨9300元，锦纶部分型号每吨单日跳涨2000元。公司原因： 1、据2025年年度报告，常德二期9.2万吨尼龙6切片技改产能已于2025年5月落地，杭州二期5.08万吨项目调整完成，淄博8万吨尼龙66项目在建，产能释放支撑规模优势。 2、据2025年年度报告，公司柔性化产线可快速切换多牌号高端切片，已实现对台系产品替代并出口亚洲、欧洲、美洲。 3、据2026年4月16日公告，公司拟以简易程序向特定对象发行股票融资不超3亿元，用于淄博尼龙66等项目，加速高端化布局。	国内高端尼龙市场领先企业；公司拟以简易程序向特定对象发行股票融资不超3亿元，用于淄博尼龙66等项目，加速高端化布局	2026-05-14\|11.37\|-0.79\|11.50\|11.70\|11.33\|60949;2026-05-15\|11.60\|2.02\|11.31\|11.74\|11.31\|72847;2026-05-18\|11.50\|-0.86\|11.71\|11.71\|11.35\|68423;2026-05-19\|11.56\|0.52\|11.65\|11.77\|11.40\|51566;2026-05-20\|11.34\|-1.90\|11.46\|11.58\|11.29\|47520;2026-05-21\|10.57\|-6.79\|11.39\|11.39\|10.45\|138514;2026-05-22\|11.31\|7.00\|10.69\|11.33\|10.48\|124238;2026-05-25\|11.42\|0.97\|11.39\|11.58\|11.18\|87536;2026-05-26\|11.05\|-3.24\|11.41\|11.41\|10.90\|66938;2026-05-27\|10.48\|-5.16\|11.10\|11.10\|10.40\|71808;2026-05-28\|10.50\|0.19\|10.49\|10.56\|10.21\|59200;2026-05-29\|10.05\|-4.29\|10.52\|10.55\|10.03\|58919;2026-06-01\|10.67\|6.17\|10.05\|11.06\|9.96\|155633;2026-06-02\|10.26\|-3.84\|10.67\|11.06\|10.20\|164948;2026-06-03\|11.00\|7.21\|10.26\|11.11\|10.20\|152203;2026-06-04\|10.35\|-5.91\|10.80\|11.01\|10.30\|122829;2026-06-05\|10.40\|0.48\|10.27\|10.65\|10.01\|108008;2026-06-08\|9.66\|-7.12\|10.05\|10.29\|9.43\|149799;2026-06-09\|9.72\|0.62\|9.78\|9.99\|9.55\|99200;2026-06-10\|9.47\|-2.57\|9.68\|9.70\|9.24\|75183;2026-06-11\|9.60\|1.37\|9.44\|9.66\|9.20\|74281;2026-06-12\|9.63\|0.31\|9.64\|9.90\|9.38\|74459;2026-06-15\|9.78\|1.56\|9.60\|10.00\|9.60\|98933;2026-06-16\|10.76\|10.02\|9.79\|10.76\|9.73\|135202;2026-06-17\|10.80\|0.37\|10.99\|11.10\|10.63\|210216;2026-06-18\|9.96\|-7.78\|10.90\|10.90\|9.88\|141067;2026-06-22\|10.46\|5.02\|10.05\|10.64\|9.74\|129742;2026-06-23\|10.21\|-2.39\|10.31\|10.43\|10.18\|77835;2026-06-24\|10.01\|-1.38\|10.21\|10.47\|9.97\|76744;2026-06-25\|9.99\|-0.20\|10.00\|10.14\|9.72\|85338;2026-06-26\|9.49\|-5.00\|9.98\|9.98\|9.43\|89168;2026-06-29\|9.47\|-0.21\|9.50\|10.10\|9.32\|88757;2026-06-30\|9.59\|1.27\|9.34\|9.75\|9.18\|82676;2026-07-01\|9.73\|1.46\|9.71\|9.94\|9.48\|63568;2026-07-02\|9.59\|-1.44\|9.68\|10.07\|9.52\|73401;2026-07-03\|9.41\|-1.88\|9.67\|10.28\|9.39\|121141;2026-07-06\|9.24\|-1.81\|9.32\|9.48\|9.17\|86412;2026-07-07\|8.86\|-4.11\|9.21\|9.26\|8.80\|68954;2026-07-08\|8.54\|-3.61\|8.72\|9.02\|8.52\|62975;2026-07-09\|8.41\|-1.52\|8.52\|8.70\|8.09\|96224;2026-07-10\|8.49\|0.95\|8.44\|8.72\|8.31\|53521;2026-07-13\|8.08\|-4.83\|8.51\|8.51\|8.01\|57453;2026-07-14\|8.16\|0.99\|8.08\|8.18\|7.96\|43506;2026-07-15\|8.33\|2.08\|8.20\|8.34\|8.10\|34741;2026-07-16\|8.35\|0.24\|8.33\|8.51\|8.20\|43073;2026-07-17\|8.10\|-2.99\|8.43\|8.44\|8.04\|40706;2026-07-20\|8.02\|-0.99\|8.19\|8.33\|7.84\|61941;2026-07-21\|7.82\|-2.49\|8.02\|8.05\|7.49\|94669;2026-07-22\|7.64\|-2.30\|7.70\|7.84\|7.58\|39889;2026-07-23\|7.88\|3.14\|7.62\|7.92\|7.60\|38762;2026-07-24\|7.68\|-2.54\|7.76\|7.88\|7.66\|42541;2026-07-27\|7.99\|4.04\|7.68\|8.05\|7.67\|48136;2026-07-28\|8.15\|2.00\|7.99\|8.24\|7.97\|35567;2026-07-29\|8.37\|2.70\|8.18\|8.45\|8.10\|48117;2026-07-30\|8.33\|-0.48\|8.34\|8.47\|8.21\|35165;2026-07-31\|8.43\|1.20\|8.38\|8.49\|8.30\|40201;2026-08-03\|8.64\|2.49\|8.42\|8.65\|8.41\|34941;2026-08-04\|8.53\|-1.27\|8.68\|8.72\|8.48\|38610;2026-08-05\|8.59\|0.70\|8.44\|8.63\|8.44\|51677;2026-08-06\|8.69\|1.16\|8.51\|8.86\|8.51\|56145;2026-08-07\|8.67\|-0.23\|8.69\|8.75\|8.56\|34232;2026-08-10\|8.86\|2.19\|8.69\|8.89\|8.63\|46534;2026-08-11\|8.81\|-0.56\|8.89\|8.97\|8.77\|40495;2026-08-12\|8.84\|0.34\|8.79\|8.92\|8.79\|36135;2026-08-13\|8.78\|-0.68\|8.83\|8.88\|8.73\|43252;2026-08-14\|8.42\|-4.10\|8.65\|8.69\|8.23\|76645;2026-08-17\|8.50\|0.95\|8.60\|8.60\|8.32\|57947;2026-08-18\|8.40\|-1.18\|8.53\|8.55\|8.32\|42747;2026-08-19\|8.10\|-3.57\|8.34\|8.39\|8.08\|66302;2026-08-20\|8.37\|3.33\|8.23\|8.40\|8.20\|56461;2026-08-21\|8.35\|-0.24\|8.39\|8.40\|8.19\|40534;2026-08-24\|8.17\|-2.16\|8.35\|8.37\|8.09\|42399;2026-08-25\|8.32\|1.84\|8.17\|8.38\|8.12\|43086;2026-08-26\|8.39\|0.84\|8.30\|8.48\|8.28\|39624;2026-08-27\|8.38\|-0.12\|8.36\|8.43\|8.32\|29995;2026-08-28\|8.46\|0.95\|8.42\|8.50\|8.34\|47779;2026-08-31\|8.61\|1.77\|8.44\|8.65\|8.40\|43478;2026-09-01\|9.02\|4.76\|8.61\|9.08\|8.54\|97569;2026-09-02\|9.00\|-0.22\|8.96\|9.10\|8.68\|84309;2026-09-03\|8.81\|-2.11\|9.07\|9.07\|8.81\|41637;2026-09-04\|8.77\|-0.45\|8.86\|8.97\|8.73\|39434;2026-09-07\|8.60\|-1.94\|8.66\|8.86\|8.53\|71283;2026-09-08\|8.75\|1.74\|8.62\|8.81\|8.59\|43832;2026-09-09\|8.76\|0.11\|8.74\|8.87\|8.71\|30883;2026-09-10\|8.59\|-1.94\|8.74\|8.97\|8.56\|56222;2026-09-11\|8.34\|-2.91\|8.52\|8.55\|8.26\|48025;2026-09-14\|8.33\|-0.12\|8.38\|8.43\|8.29\|34156;2026-09-15\|8.20\|-1.56\|8.29\|8.35\|8.18\|30982;2026-09-16\|8.26\|0.73\|8.21\|8.30\|8.12\|22394;2026-09-17\|8.17\|-1.09\|8.22\|8.29\|8.09\|36381
112497		涨停揭秘：重庆港6月1日涨停，直接受益于西部大开发政策持续加码及控股股东层面重大整合进展，间接控股股东拟吸收合并现控股股东，资产注入与区域枢纽地位再获确认；涨停缘由：重庆物流集团拟吸收合并港务物流集团，公司控股权结构优化预期升温；长江上游最大集装箱枢纽港地位突出，契合‘一带一路’南向通道建设提速；西部大开发‘十四五’中期评估强化基建与物流支持；资金逻辑：主力资金近期呈现持续净流入态势，区域主题基金及国企改革ETF关注度提升，叠加低估值（PB约0.8x）与高分红特性吸引防御型资金布局；风险提示：整合方案尚未披露具体时间表与资产范围，存在不确定性；港口吞吐量受宏观经济及外贸景气度影响较大，盈利弹性受限	1、公司是长江上游和西南地区规模最大、装卸工艺最先进、服务质量最优质的集装箱枢纽港； 2、公司间接控股股东重庆物流集团拟吸收合并公司控股股东港务物流集团	2026-05-14\|4.96\|-1.00\|5.02\|5.05\|4.95\|107629;2026-05-15\|4.92\|-0.81\|4.95\|4.97\|4.90\|77070;2026-05-18\|4.86\|-1.22\|4.90\|4.91\|4.83\|63548;2026-05-19\|5.09\|4.73\|4.86\|5.10\|4.86\|165589;2026-05-20\|4.98\|-2.16\|5.04\|5.09\|4.96\|97050;2026-05-21\|4.89\|-1.81\|4.96\|5.08\|4.88\|87560;2026-05-22\|4.91\|0.41\|4.90\|4.93\|4.83\|64532;2026-05-25\|4.91\|0.00\|4.91\|4.95\|4.87\|56733;2026-05-26\|4.78\|-2.65\|4.89\|4.92\|4.75\|88313;2026-05-27\|4.64\|-2.93\|4.73\|4.77\|4.61\|94743;2026-05-28\|4.66\|0.43\|4.62\|4.70\|4.59\|50113;2026-05-29\|4.69\|0.64\|4.66\|4.72\|4.64\|49681;2026-06-01\|5.02\|7.04\|4.70\|5.16\|4.61\|216520;2026-06-02\|5.34\|6.37\|5.06\|5.43\|5.03\|471324;2026-06-03\|5.44\|1.87\|5.34\|5.50\|5.28\|365279;2026-06-04\|5.64\|3.68\|5.46\|5.78\|5.46\|435257;2026-06-05\|5.83\|3.37\|5.71\|5.95\|5.51\|448821;2026-06-08\|5.57\|-4.46\|5.84\|6.00\|5.39\|435186;2026-06-09\|5.01\|-10.05\|5.46\|5.57\|5.01\|280898;2026-06-10\|4.51\|-9.98\|4.86\|4.87\|4.51\|524316;2026-06-11\|4.40\|-2.44\|4.40\|4.53\|4.29\|441038;2026-06-12\|4.44\|0.91\|4.38\|4.50\|4.20\|346285;2026-06-15\|4.33\|-2.48\|4.42\|4.58\|4.31\|316146;2026-06-16\|4.18\|-3.46\|4.29\|4.29\|4.14\|256133;2026-06-17\|4.05\|-3.11\|4.15\|4.16\|4.04\|183334;2026-06-18\|3.97\|-1.98\|4.03\|4.03\|3.94\|128862;2026-06-22\|3.94\|-0.76\|3.95\|3.96\|3.79\|159022;2026-06-23\|3.98\|1.02\|3.92\|4.04\|3.91\|164871;2026-06-24\|3.85\|-3.27\|4.02\|4.03\|3.84\|125690;2026-06-25\|3.76\|-2.34\|3.85\|3.85\|3.74\|115755;2026-06-26\|3.71\|-1.33\|3.76\|3.76\|3.65\|104314;2026-06-29\|3.72\|0.27\|3.70\|3.76\|3.59\|109722;2026-06-30\|3.65\|-1.88\|3.70\|3.75\|3.62\|103642;2026-07-01\|3.71\|1.64\|3.65\|3.76\|3.62\|138814;2026-07-02\|3.88\|4.58\|3.72\|4.01\|3.70\|249561;2026-07-03\|3.95\|1.80\|3.88\|4.02\|3.86\|171137;2026-07-06\|3.98\|0.76\|3.95\|4.03\|3.92\|110698;2026-07-07\|3.84\|-3.52\|3.98\|3.98\|3.82\|100108;2026-07-08\|3.84\|0.00\|3.85\|3.90\|3.74\|93970;2026-07-09\|3.82\|-0.52\|3.84\|3.89\|3.79\|85547;2026-07-10\|3.95\|3.40\|3.82\|4.03\|3.76\|154731;2026-07-13\|4.00\|1.27\|3.94\|4.04\|3.92\|138955;2026-07-14\|4.12\|3.52\|3.97\|4.15\|3.95\|154915;2026-07-15\|4.18\|1.46\|4.07\|4.20\|4.06\|180591;2026-07-16\|4.19\|0.24\|4.16\|4.24\|4.15\|118114;2026-07-17\|4.16\|-0.72\|4.17\|4.27\|4.12\|132771;2026-07-20\|4.13\|-0.72\|4.16\|4.23\|4.08\|113944;2026-07-21\|4.04\|-2.18\|4.13\|4.16\|4.01\|121457;2026-07-22\|4.08\|0.99\|4.02\|4.13\|4.02\|105062;2026-07-23\|4.16\|1.96\|4.06\|4.18\|4.05\|90638;2026-07-24\|4.06\|-2.40\|4.14\|4.18\|4.04\|75632;2026-07-27\|4.10\|0.99\|4.06\|4.11\|4.01\|66893;2026-07-28\|4.13\|0.73\|4.10\|4.14\|4.07\|74816;2026-07-29\|4.25\|2.91\|4.17\|4.28\|4.14\|111624;2026-07-30\|4.25\|0.00\|4.25\|4.31\|4.22\|89982;2026-07-31\|4.24\|-0.24\|4.26\|4.26\|4.18\|92056;2026-08-03\|4.37\|3.07\|4.25\|4.38\|4.24\|97987;2026-08-04\|4.30\|-1.60\|4.41\|4.43\|4.28\|91038;2026-08-05\|4.30\|0.00\|4.29\|4.34\|4.24\|66838;2026-08-06\|4.29\|-0.23\|4.29\|4.32\|4.23\|69493;2026-08-07\|4.25\|-0.93\|4.29\|4.30\|4.21\|57472;2026-08-10\|4.32\|1.65\|4.25\|4.34\|4.24\|68831;2026-08-11\|4.28\|-0.93\|4.32\|4.34\|4.27\|57836;2026-08-12\|4.33\|1.17\|4.29\|4.35\|4.26\|67770;2026-08-13\|4.25\|-1.85\|4.33\|4.34\|4.24\|64485;2026-08-14\|4.21\|-0.94\|4.24\|4.27\|4.20\|64987;2026-08-17\|4.24\|0.71\|4.21\|4.27\|4.16\|56549;2026-08-18\|4.25\|0.24\|4.25\|4.29\|4.22\|56800;2026-08-19\|4.25\|0.00\|4.25\|4.29\|4.20\|82277;2026-08-20\|4.27\|0.47\|4.25\|4.31\|4.23\|76408;2026-08-21\|4.31\|0.94\|4.26\|4.32\|4.21\|71455;2026-08-24\|4.31\|0.00\|4.31\|4.36\|4.28\|66983;2026-08-25\|4.42\|2.55\|4.32\|4.45\|4.31\|113263;2026-08-26\|4.41\|-0.23\|4.39\|4.44\|4.38\|74621;2026-08-27\|4.37\|-0.91\|4.40\|4.40\|4.33\|67416;2026-08-28\|4.39\|0.46\|4.38\|4.41\|4.32\|69744;2026-08-31\|4.37\|-0.46\|4.37\|4.41\|4.35\|50921;2026-09-01\|4.39\|0.46\|4.38\|4.44\|4.35\|58014;2026-09-02\|4.37\|-0.46\|4.37\|4.40\|4.34\|62072;2026-09-03\|4.39\|0.46\|4.38\|4.43\|4.35\|66521;2026-09-04\|4.41\|0.46\|4.39\|4.45\|4.37\|67818;2026-09-07\|4.39\|-0.45\|4.42\|4.44\|4.38\|53288;2026-09-08\|4.43\|0.91\|4.40\|4.44\|4.36\|72306;2026-09-09\|4.52\|2.03\|4.43\|4.56\|4.38\|124859;2026-09-10\|4.50\|-0.44\|4.53\|4.59\|4.49\|128803;2026-09-11\|4.36\|-3.11\|4.48\|4.50\|4.35\|104261;2026-09-14\|4.42\|1.38\|4.34\|4.60\|4.33\|147153;2026-09-15\|4.35\|-1.58\|4.40\|4.42\|4.34\|87334;2026-09-16\|4.36\|0.23\|4.34\|4.41\|4.30\|80361;2026-09-17\|4.38\|0.46\|4.37\|4.39\|4.28\|76503
112496		燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|125.70\|-0.06\|126.73\|130.38\|125.22\|169130;2026-09-10\|122.11\|-2.86\|123.90\|123.99\|120.15\|162119;2026-09-11\|118.94\|-2.48\|120.10\|120.50\|115.55\|162577;2026-09-14\|117.69\|-1.05\|116.50\|118.95\|115.41\|110946;2026-09-15\|120.70\|2.56\|117.44\|124.00\|116.67\|145066;2026-09-16\|119.99\|-0.59\|120.71\|122.43\|116.38\|159391;2026-09-17\|121.40\|1.18\|122.00\|124.68\|121.04\|164070
112495		千斤顶龙头+跨境电商+泰国产能 1、据2026年4月23日年报，公司作为全球最大的千斤顶制造企业，汽车配套零部件OEM千斤顶在细分市场占有率居行业第一，产品行销全球100多个国家。 2、据2026年4月23日年报，公司采用多平台+海外仓+国际国内团队联合运营+独立站的多种举措推动跨境电商新模式高速发展，继续深耕Amazon.com、Walmart.com等电商平台，并增设海外仓，提升服务跨境电商能力。 3、据2026年4月23日年报，公司着力推进泰国生产基地投产上量，各类千斤顶、汽保维修设备工具等上百个SKU已实现批量投产，有效承接美国客户订单；公司已在泰国罗勇府新购土地约60亩，着手推进泰国生产基地二期工程项目建设。	中国最大的千斤顶制造企业；公司的产品主要分为4大系列，即商用千斤顶及工具、随车配套零部件、专业汽保维修设备以及外购辅助产品	2026-05-14\|15.94\|-0.06\|15.94\|16.06\|15.75\|29272;2026-05-15\|15.90\|-0.25\|15.90\|16.05\|15.75\|29178;2026-05-18\|15.75\|-0.94\|15.86\|15.90\|15.56\|18087;2026-05-19\|16.13\|2.41\|15.75\|16.15\|15.73\|18118;2026-05-20\|17.05\|5.70\|16.13\|17.18\|15.97\|62889;2026-05-21\|15.63\|-8.33\|17.05\|17.05\|15.50\|76377;2026-05-22\|15.80\|1.09\|15.48\|15.96\|15.30\|33570;2026-05-25\|15.72\|-0.51\|15.80\|15.84\|15.45\|25748;2026-05-26\|16.02\|1.91\|15.61\|16.08\|15.53\|31422;2026-05-27\|16.04\|0.12\|15.98\|16.65\|15.56\|50841;2026-05-28\|15.96\|-0.50\|16.02\|16.24\|15.78\|20823;2026-05-29\|15.98\|0.13\|16.20\|16.23\|15.70\|27596;2026-06-01\|17.30\|8.26\|15.98\|17.58\|15.89\|111669;2026-06-02\|17.33\|0.17\|17.21\|17.35\|16.60\|62275;2026-06-03\|17.55\|1.27\|17.34\|17.98\|17.34\|48641;2026-06-04\|17.95\|2.28\|17.60\|18.48\|17.42\|52352;2026-06-05\|18.13\|1.00\|17.87\|18.18\|17.41\|36253;2026-06-08\|18.05\|-0.44\|17.80\|18.70\|17.70\|68021;2026-06-09\|18.35\|1.66\|18.24\|18.35\|17.73\|31768;2026-06-10\|18.60\|1.36\|18.12\|18.89\|18.07\|46616;2026-06-11\|18.70\|0.54\|18.60\|18.82\|17.91\|35427;2026-06-12\|18.24\|-2.46\|18.71\|18.71\|18.13\|32656;2026-06-15\|17.96\|-1.54\|18.34\|18.40\|17.60\|40680;2026-06-16\|17.33\|-3.51\|17.90\|17.90\|17.15\|38185;2026-06-17\|17.53\|1.15\|17.24\|17.76\|16.61\|48888;2026-06-18\|19.28\|9.98\|17.42\|19.28\|17.42\|96580;2026-06-22\|20.39\|5.76\|20.34\|20.69\|18.70\|163577;2026-06-23\|21.35\|4.71\|20.07\|21.49\|19.78\|124893;2026-06-24\|19.22\|-9.98\|20.51\|20.63\|19.22\|38717;2026-06-25\|17.30\|-9.99\|18.01\|18.26\|17.30\|58573;2026-06-26\|15.57\|-10.00\|16.07\|16.39\|15.57\|87023;2026-06-29\|14.01\|-10.02\|14.72\|14.90\|14.01\|106929;2026-06-30\|13.96\|-0.36\|13.84\|14.15\|13.71\|84981;2026-07-01\|14.06\|2.85\|13.84\|14.24\|13.44\|77289;2026-07-02\|13.61\|-3.20\|13.90\|14.18\|13.60\|60496;2026-07-03\|14.18\|4.19\|13.60\|14.48\|13.59\|69931;2026-07-06\|15.60\|10.01\|14.27\|15.60\|14.10\|54322;2026-07-07\|14.70\|-5.77\|15.55\|16.00\|14.61\|86279;2026-07-08\|13.96\|-5.03\|14.60\|14.90\|13.90\|47520;2026-07-09\|13.63\|-2.36\|14.09\|14.40\|13.41\|50120;2026-07-10\|13.64\|0.07\|13.55\|13.98\|13.37\|47759;2026-07-13\|14.35\|5.21\|13.64\|14.54\|13.13\|77308;2026-07-14\|15.79\|10.03\|14.10\|15.79\|13.80\|97822;2026-07-15\|16.90\|7.03\|16.00\|17.30\|16.00\|120257;2026-07-16\|17.48\|3.43\|16.89\|17.68\|16.45\|94407;2026-07-17\|17.83\|2.00\|17.39\|18.38\|17.31\|89475;2026-07-20\|16.05\|-9.98\|17.84\|17.85\|16.05\|54258;2026-07-21\|15.23\|-5.11\|14.80\|15.94\|14.45\|114060;2026-07-22\|14.87\|-2.36\|15.32\|15.80\|14.59\|66953;2026-07-23\|14.89\|0.13\|14.88\|15.07\|14.52\|42813;2026-07-24\|14.65\|-1.61\|14.80\|15.15\|14.50\|33175;2026-07-27\|14.95\|2.05\|14.66\|15.08\|14.61\|30337;2026-07-28\|15.17\|1.47\|14.96\|15.87\|14.95\|63614;2026-07-29\|15.20\|0.20\|15.01\|15.37\|14.80\|44927;2026-07-30\|15.13\|-0.46\|15.20\|16.26\|14.96\|74363;2026-07-31\|15.39\|1.72\|14.98\|15.52\|14.98\|54028;2026-08-03\|15.29\|-0.65\|15.50\|15.58\|15.03\|37615;2026-08-04\|16.00\|4.64\|15.29\|16.06\|15.19\|67688;2026-08-05\|17.60\|10.00\|15.99\|17.60\|15.99\|61594;2026-08-06\|17.30\|-1.70\|18.05\|19.04\|16.87\|155959;2026-08-07\|16.68\|-3.58\|17.07\|17.83\|16.55\|112701;2026-08-10\|16.73\|0.30\|16.87\|18.08\|16.09\|115433;2026-08-11\|16.82\|0.54\|16.40\|17.15\|15.91\|99767;2026-08-12\|16.70\|-0.71\|16.66\|16.96\|16.58\|54771;2026-08-13\|16.30\|-2.40\|16.67\|16.84\|16.21\|51549;2026-08-14\|16.00\|-1.84\|16.28\|16.28\|15.87\|37472;2026-08-17\|16.16\|1.00\|15.99\|16.18\|15.61\|38003;2026-08-18\|16.15\|-0.06\|16.15\|16.19\|15.92\|34663;2026-08-19\|15.01\|-7.06\|16.00\|16.00\|14.97\|45560;2026-08-20\|15.24\|1.53\|15.11\|15.57\|15.05\|30569;2026-08-21\|15.13\|-0.72\|15.15\|15.20\|14.82\|19950;2026-08-24\|14.65\|-3.17\|15.16\|15.27\|14.53\|33034;2026-08-25\|14.94\|1.98\|14.65\|15.00\|14.52\|26848;2026-08-26\|14.82\|-0.80\|15.00\|15.04\|14.74\|21770;2026-08-27\|14.84\|0.14\|14.78\|14.93\|14.73\|25116;2026-08-28\|14.88\|0.27\|14.79\|14.96\|14.72\|22363;2026-08-31\|16.37\|10.01\|15.14\|16.37\|15.00\|91594;2026-09-01\|15.85\|-3.18\|16.40\|16.50\|15.80\|80874;2026-09-02\|15.80\|-0.32\|15.77\|15.93\|15.71\|39904;2026-09-03\|15.74\|-0.38\|15.86\|16.16\|15.72\|32369;2026-09-04\|15.57\|-1.08\|15.86\|15.89\|15.50\|37755;2026-09-07\|15.59\|0.13\|15.50\|15.65\|15.39\|24207;2026-09-08\|15.73\|0.90\|15.63\|15.78\|15.51\|32946;2026-09-09\|15.41\|-2.03\|15.60\|15.70\|15.31\|25281;2026-09-10\|15.17\|-1.56\|15.27\|15.27\|15.07\|20758;2026-09-11\|14.96\|-1.38\|15.02\|15.11\|14.72\|22449;2026-09-14\|15.00\|0.27\|14.96\|15.08\|14.82\|15311;2026-09-15\|14.69\|-2.07\|14.93\|15.08\|14.68\|20305;2026-09-16\|14.91\|1.50\|14.64\|14.95\|14.55\|16201;2026-09-17\|14.97\|0.40\|14.88\|15.00\|14.77\|15093
112494		动物保健+剥离光伏+扭亏为盈行业原因：财信证券6月30日研报指出，当前生猪价格运行仍处于第7轮猪周期下行阶段的尾部区域，短期预计仍以底部震荡、磨底蓄势为主。中期来看，能繁母猪去化、新生仔猪同比转弱、政策产能调控强化及下半年消费旺季共同指向供需改善，猪价有望逐步开启上行修复趋势。公司原因： 1、据2025年年度报告及2026年6月11日互动易，公司已于2025年度完成控制权变更，并以0元对价剥离亏损的光伏胶膜子公司绿康玉山、绿康海宁及绿康新能，回归动保兽药主业，优化业务结构。 2、据2026年4月15日公告，公司2026年一季度实现归母净利润610.92万元，同比扭亏为盈。	5月13日起撤销退市风险警示及其他风险警示，公司当前核心业务为动保产品生产和销售	2026-05-14\|38.60\|-4.83\|44.47\|44.62\|37.98\|87006;2026-05-15\|36.34\|-5.85\|38.29\|38.29\|35.02\|38089;2026-05-18\|36.37\|0.08\|36.00\|36.68\|35.02\|20634;2026-05-19\|37.25\|2.42\|36.40\|38.80\|36.22\|24012;2026-05-20\|37.18\|-0.19\|37.24\|37.50\|36.22\|19539;2026-05-21\|37.00\|-0.48\|37.48\|38.50\|36.40\|25360;2026-05-22\|36.41\|-1.59\|36.67\|36.95\|36.38\|16425;2026-05-25\|33.65\|-7.58\|36.18\|36.18\|32.77\|44719;2026-05-26\|31.04\|-7.76\|34.00\|34.00\|30.29\|46762;2026-05-27\|30.71\|-1.06\|30.68\|32.04\|30.20\|28280;2026-05-28\|29.52\|-3.88\|31.00\|31.00\|29.00\|28845;2026-05-29\|28.47\|-3.56\|29.37\|29.70\|28.45\|27788;2026-06-01\|29.41\|3.30\|28.75\|31.32\|28.38\|48699;2026-06-02\|28.90\|-1.73\|29.70\|30.13\|28.51\|26469;2026-06-03\|28.10\|-2.77\|28.92\|28.92\|27.50\|26844;2026-06-04\|27.20\|-3.20\|28.64\|28.64\|26.92\|26608;2026-06-05\|27.28\|0.29\|27.00\|27.60\|26.41\|25236;2026-06-08\|26.52\|-2.79\|27.02\|27.18\|25.98\|20343;2026-06-09\|26.00\|-1.96\|26.80\|26.92\|25.70\|18910;2026-06-10\|25.50\|-1.92\|26.28\|26.28\|25.22\|16309;2026-06-11\|25.14\|-1.41\|25.11\|25.76\|24.95\|16016;2026-06-12\|26.29\|4.57\|25.17\|27.30\|25.17\|25350;2026-06-15\|26.27\|-0.08\|26.44\|27.65\|25.86\|25704;2026-06-16\|26.40\|0.49\|26.28\|26.88\|25.63\|21827;2026-06-17\|25.50\|-3.41\|26.42\|26.59\|25.48\|22127;2026-06-18\|24.83\|-2.63\|25.53\|25.53\|24.70\|17738;2026-06-22\|24.50\|-1.33\|24.83\|24.83\|23.50\|27668;2026-06-23\|25.05\|2.24\|24.99\|25.46\|24.28\|30653;2026-06-24\|24.23\|-3.27\|24.73\|25.34\|24.22\|18404;2026-06-25\|23.10\|-4.66\|24.20\|24.20\|22.83\|25353;2026-06-26\|22.48\|-2.68\|23.10\|23.12\|22.43\|16880;2026-06-29\|22.81\|1.47\|22.13\|22.95\|21.62\|32662;2026-06-30\|22.09\|-3.16\|23.75\|24.08\|21.81\|29775;2026-07-01\|24.30\|10.00\|22.07\|24.30\|22.07\|33586;2026-07-02\|23.89\|-1.69\|24.40\|25.03\|23.83\|42467;2026-07-03\|26.28\|10.00\|24.50\|26.28\|23.99\|16892;2026-07-06\|26.28\|0.00\|26.28\|27.25\|25.07\|58885;2026-07-07\|25.27\|-3.84\|25.80\|27.50\|25.03\|31020;2026-07-08\|23.71\|-6.17\|25.51\|25.51\|23.71\|28044;2026-07-09\|23.55\|-0.67\|23.54\|25.26\|23.25\|28119;2026-07-10\|24.38\|3.52\|23.43\|25.44\|23.15\|35787;2026-07-13\|23.76\|-2.54\|24.38\|25.00\|23.50\|23754;2026-07-14\|23.80\|0.17\|23.48\|23.92\|23.13\|16396;2026-07-15\|24.15\|1.47\|23.92\|24.38\|23.63\|16618;2026-07-16\|24.28\|0.54\|23.99\|24.60\|23.65\|14646;2026-07-17\|22.89\|-5.72\|24.28\|24.44\|22.72\|21564;2026-07-20\|22.18\|-3.10\|22.88\|23.32\|21.92\|19661;2026-07-21\|21.94\|-1.08\|22.18\|22.29\|20.77\|21030;2026-07-22\|21.50\|-2.01\|21.95\|22.55\|21.38\|17726;2026-07-23\|22.58\|5.02\|21.72\|22.58\|21.30\|21819;2026-07-24\|22.40\|-0.80\|22.45\|22.70\|22.03\|12668;2026-07-27\|23.15\|3.35\|22.62\|23.20\|22.00\|15789;2026-07-28\|22.54\|-2.63\|23.19\|23.60\|22.47\|15190;2026-07-29\|22.20\|-1.51\|22.53\|22.66\|21.87\|14769;2026-07-30\|21.33\|-3.92\|22.35\|22.65\|21.29\|19554;2026-07-31\|21.50\|0.80\|21.60\|22.07\|21.38\|19298;2026-08-03\|22.16\|3.07\|21.48\|22.20\|21.35\|14041;2026-08-04\|22.52\|1.62\|22.48\|22.80\|22.10\|15596;2026-08-05\|22.79\|1.20\|22.63\|22.91\|22.38\|15486;2026-08-06\|23.02\|1.01\|22.79\|23.37\|22.48\|20904;2026-08-07\|22.99\|-0.13\|23.03\|23.12\|22.62\|14916;2026-08-10\|23.49\|2.17\|22.98\|23.58\|22.76\|17293;2026-08-11\|23.35\|-0.60\|23.35\|23.73\|22.85\|16243;2026-08-12\|23.67\|1.37\|23.35\|23.83\|23.24\|11752;2026-08-13\|23.22\|-1.90\|23.79\|24.12\|23.14\|17820;2026-08-14\|22.73\|-2.11\|23.22\|23.27\|22.68\|11930;2026-08-17\|23.18\|1.98\|23.08\|23.40\|22.71\|13875;2026-08-18\|23.68\|2.16\|23.25\|23.87\|22.93\|21810;2026-08-19\|22.66\|-4.31\|23.20\|23.75\|22.62\|21893;2026-08-20\|22.40\|-1.15\|23.08\|23.18\|22.40\|15258;2026-08-21\|22.09\|-1.38\|22.38\|22.38\|21.70\|12338;2026-08-24\|21.57\|-2.35\|22.23\|22.33\|21.33\|12485;2026-08-25\|22.07\|2.32\|21.50\|22.15\|21.39\|11290;2026-08-26\|21.95\|-0.54\|22.08\|22.18\|21.71\|12013;2026-08-27\|21.92\|-0.14\|21.94\|21.99\|21.70\|9886;2026-08-28\|21.91\|-0.05\|21.95\|22.38\|21.81\|16951;2026-08-31\|22.20\|1.32\|21.95\|22.30\|21.60\|14362;2026-09-01\|23.27\|4.82\|22.43\|23.69\|22.03\|39276;2026-09-02\|22.34\|-4.00\|23.27\|23.48\|22.08\|38266;2026-09-03\|23.48\|5.10\|22.27\|24.57\|21.95\|80520;2026-09-04\|25.83\|10.01\|23.50\|25.83\|23.10\|138935;2026-09-07\|25.69\|-0.54\|25.70\|26.87\|24.90\|116837;2026-09-08\|26.49\|3.11\|25.69\|27.58\|24.70\|113538;2026-09-09\|25.28\|-4.57\|26.12\|26.29\|25.05\|74240;2026-09-10\|24.51\|-3.05\|25.19\|25.34\|24.27\|45688;2026-09-11\|23.50\|-4.12\|24.25\|24.42\|23.20\|42428;2026-09-14\|22.83\|-2.85\|23.30\|23.91\|22.60\|34102;2026-09-15\|22.80\|-0.13\|22.80\|23.18\|22.20\|35506;2026-09-16\|22.75\|-0.22\|22.58\|23.12\|22.38\|23249;2026-09-17\|22.82\|0.31\|22.99\|23.10\|22.61\|16430
112493		涤纶长丝龙头+埃及建厂+一季报增长 1、据2026年4月17日年报，公司民用涤纶长丝产能885万吨，国内市场占有率超15%，规模产量居行业第二；涤纶短纤产能120万吨，同时拥有1100万吨PTA产能，一体化产业链优势显著。 2、据2026年4月17日年报及2026年5月13日业绩说明会，公司将稳步推进埃及基地建设项目，构建“国内+海外”双基地发展格局；截至2025年报表批准报出日，公司已就埃及36万吨/年功能性纤维项目支付保证金。 3、据2026年4月29日一季报，公司2026年一季度实现营业收入175.30亿元，同比增长20.42%；归母净利润3.68亿元，同比增长20.20%；据华安证券6月2日研报，一季度扣非净利润同比增长93.88%。	公司位居国内民用涤纶长丝行业前三，PTA产品基本为自用；公司主营业务为聚酯长短丝以及PTA，公司PTA实际总产能已达到500万吨，预计到2026年上半年，PTA产能将达到1000万吨	2026-05-14\|17.01\|-0.76\|17.12\|17.68\|16.94\|194705;2026-05-15\|17.03\|0.12\|17.00\|17.30\|16.85\|168610;2026-05-18\|16.62\|-2.41\|16.85\|17.10\|16.34\|206408;2026-05-19\|16.69\|0.42\|16.80\|17.20\|16.51\|162437;2026-05-20\|17.24\|3.30\|16.72\|17.72\|16.67\|240880;2026-05-21\|16.61\|-3.65\|17.20\|17.56\|16.61\|164816;2026-05-22\|16.65\|0.24\|16.81\|16.85\|16.41\|121078;2026-05-25\|16.50\|-0.90\|16.74\|17.32\|16.47\|145511;2026-05-26\|17.54\|6.30\|16.49\|17.66\|16.32\|210348;2026-05-27\|17.59\|0.29\|17.47\|17.78\|16.91\|192165;2026-05-28\|17.42\|-0.97\|17.56\|18.07\|17.27\|199934;2026-05-29\|16.98\|-2.53\|17.36\|17.64\|16.64\|217236;2026-06-01\|18.00\|6.01\|16.98\|18.68\|16.30\|464121;2026-06-02\|18.59\|3.28\|18.05\|18.84\|17.59\|327049;2026-06-03\|19.53\|5.06\|18.80\|19.71\|18.11\|366966;2026-06-04\|19.51\|-0.10\|19.38\|19.69\|18.60\|263036;2026-06-05\|20.33\|4.20\|19.48\|21.12\|19.23\|281245;2026-06-08\|19.10\|-6.05\|19.61\|20.25\|19.05\|270077;2026-06-09\|19.50\|2.09\|19.26\|19.75\|18.65\|263419;2026-06-10\|19.45\|-0.26\|18.97\|19.89\|18.08\|398426;2026-06-11\|18.33\|-5.76\|19.17\|19.63\|17.90\|338065;2026-06-12\|20.16\|9.98\|18.84\|20.16\|18.40\|274204;2026-06-15\|21.35\|5.90\|20.76\|22.18\|20.57\|585780;2026-06-16\|21.75\|1.87\|20.91\|22.98\|20.51\|589517;2026-06-17\|20.60\|-5.29\|21.20\|21.99\|20.50\|508999;2026-06-18\|20.01\|-2.86\|20.40\|20.81\|19.62\|405518;2026-06-22\|21.73\|8.60\|19.82\|21.91\|19.54\|350209;2026-06-23\|21.07\|-3.04\|21.12\|22.22\|21.00\|247140;2026-06-24\|21.70\|3.98\|20.98\|22.39\|20.59\|303981;2026-06-25\|22.13\|1.98\|21.50\|22.29\|21.05\|283414;2026-06-26\|21.21\|-4.16\|22.13\|22.45\|20.95\|236733;2026-06-29\|20.57\|-3.02\|21.18\|21.19\|20.11\|225730;2026-06-30\|19.65\|-4.47\|20.49\|20.49\|19.35\|224170;2026-07-01\|21.28\|8.30\|19.99\|21.35\|19.44\|314053;2026-07-02\|21.65\|1.74\|21.00\|21.73\|20.50\|349082;2026-07-03\|19.80\|-8.54\|21.45\|22.13\|19.49\|441049;2026-07-06\|20.29\|2.47\|19.84\|20.96\|19.49\|303738;2026-07-07\|19.08\|-5.96\|19.43\|20.48\|18.82\|357343;2026-07-08\|18.34\|-3.88\|18.99\|19.35\|18.30\|256730;2026-07-09\|17.95\|-2.13\|18.24\|18.52\|17.25\|229386;2026-07-10\|17.60\|-1.95\|17.88\|18.19\|17.60\|186995;2026-07-13\|17.11\|-2.78\|17.40\|17.80\|16.91\|200925;2026-07-14\|17.42\|1.81\|16.91\|18.02\|16.83\|238326;2026-07-15\|17.97\|3.16\|17.31\|18.47\|17.22\|215901;2026-07-16\|17.66\|-1.73\|17.97\|18.35\|17.49\|133250;2026-07-17\|17.89\|1.30\|17.66\|18.29\|17.27\|146739;2026-07-20\|18.39\|2.79\|17.95\|18.83\|17.41\|225100;2026-07-21\|18.28\|-0.60\|18.40\|19.10\|18.01\|276750;2026-07-22\|18.69\|2.24\|18.20\|18.96\|18.01\|218544;2026-07-23\|18.78\|0.48\|18.50\|18.90\|18.11\|158073;2026-07-24\|17.70\|-5.75\|18.61\|18.78\|17.70\|114669;2026-07-27\|18.52\|4.63\|17.65\|18.59\|17.61\|117340;2026-07-28\|18.91\|2.11\|18.57\|18.99\|18.10\|180142;2026-07-29\|19.62\|3.75\|18.87\|20.22\|18.57\|212917;2026-07-30\|19.35\|-1.38\|19.66\|19.85\|19.06\|124744;2026-07-31\|19.54\|0.98\|19.08\|19.91\|19.01\|118399;2026-08-03\|19.73\|0.97\|19.46\|20.75\|19.03\|185602;2026-08-04\|18.88\|-4.31\|19.52\|19.67\|18.83\|165672;2026-08-05\|19.25\|1.96\|18.86\|19.48\|18.58\|151289;2026-08-06\|19.69\|2.29\|19.25\|19.81\|19.11\|150370;2026-08-07\|19.48\|-1.07\|19.64\|20.17\|19.35\|168149;2026-08-10\|19.93\|2.31\|19.41\|20.34\|19.15\|136377;2026-08-11\|19.11\|-4.11\|19.90\|20.13\|19.09\|150743;2026-08-12\|18.88\|-1.20\|19.11\|19.50\|18.78\|106921;2026-08-13\|18.88\|0.00\|18.84\|19.17\|18.58\|96343;2026-08-14\|18.79\|-0.48\|18.81\|19.20\|18.64\|101400;2026-08-17\|19.00\|1.12\|18.76\|19.13\|18.60\|131556;2026-08-18\|19.11\|0.58\|19.05\|19.24\|18.73\|106488;2026-08-19\|19.00\|-0.58\|19.11\|19.49\|18.85\|136229;2026-08-20\|18.97\|-0.16\|18.94\|19.58\|18.87\|120152;2026-08-21\|19.02\|0.26\|18.75\|19.20\|18.36\|192146;2026-08-24\|19.70\|3.58\|19.13\|20.19\|18.89\|238065;2026-08-25\|18.99\|-3.60\|19.71\|19.83\|18.70\|187690;2026-08-26\|18.80\|-1.00\|18.82\|19.15\|18.51\|124022;2026-08-27\|20.42\|8.62\|18.72\|20.68\|18.68\|279489;2026-08-28\|20.79\|1.81\|20.54\|21.09\|19.92\|231469;2026-08-31\|21.03\|1.15\|20.98\|21.20\|20.24\|179821;2026-09-01\|20.51\|-2.47\|21.20\|21.35\|20.37\|180981;2026-09-02\|19.96\|-2.68\|20.55\|20.55\|19.52\|151572;2026-09-03\|20.17\|1.05\|19.96\|20.52\|19.82\|146691;2026-09-04\|19.94\|-1.14\|20.31\|20.50\|19.81\|125497;2026-09-07\|18.81\|-5.67\|19.88\|20.07\|18.70\|202281;2026-09-08\|18.83\|0.11\|18.84\|18.93\|18.53\|163052;2026-09-09\|18.70\|-0.69\|18.80\|18.84\|18.36\|91448;2026-09-10\|18.25\|-2.41\|18.60\|18.75\|18.14\|110023;2026-09-11\|16.93\|-7.23\|18.09\|18.20\|16.83\|269002;2026-09-14\|16.70\|-1.36\|16.93\|17.12\|16.48\|241362;2026-09-15\|16.59\|-0.66\|16.72\|16.88\|16.50\|116525;2026-09-16\|16.74\|0.90\|16.69\|16.85\|16.46\|150861;2026-09-17\|16.60\|-0.84\|16.70\|16.87\|16.40\|129685
112492	英伟达VR200NVL72服务器将使用约60万个MLCC	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	国内少数能向国际市场出口低压化成箔产品的企业之一；公司在超级电容用材料的研发方面有一定的技术储备	2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392;2026-07-13\|14.75\|-6.17\|15.72\|15.72\|14.72\|101845;2026-07-14\|14.86\|0.75\|14.75\|14.95\|14.34\|73771;2026-07-15\|15.11\|1.68\|14.83\|15.19\|14.41\|78605;2026-07-16\|15.10\|-0.07\|14.99\|15.39\|14.82\|79630;2026-07-17\|13.59\|-10.00\|14.96\|15.10\|13.59\|104085;2026-07-20\|12.46\|-8.31\|13.76\|13.99\|12.30\|116216;2026-07-21\|12.45\|-0.08\|12.62\|12.87\|11.21\|164912;2026-07-22\|12.07\|-3.05\|12.22\|12.75\|11.95\|106113;2026-07-23\|12.25\|1.49\|12.15\|12.52\|11.90\|104737;2026-07-24\|11.91\|-2.78\|12.11\|12.14\|11.70\|69534;2026-07-27\|12.53\|5.21\|11.90\|12.54\|11.80\|91545;2026-07-28\|12.50\|-0.24\|12.87\|13.77\|12.40\|151444;2026-07-29\|12.82\|2.56\|12.49\|12.82\|12.36\|112236;2026-07-30\|12.10\|-5.62\|12.58\|12.94\|11.87\|107317;2026-07-31\|12.40\|2.48\|12.32\|12.76\|12.32\|89543;2026-08-03\|12.77\|2.98\|12.35\|12.90\|12.20\|67972;2026-08-04\|13.00\|1.80\|12.70\|13.08\|12.50\|79744;2026-08-05\|13.56\|4.31\|13.02\|13.60\|13.02\|89117;2026-08-06\|13.83\|1.99\|13.49\|13.85\|13.38\|74129;2026-08-07\|13.79\|-0.29\|13.83\|13.99\|13.40\|66222;2026-08-10\|14.32\|3.84\|13.85\|14.49\|13.80\|94367;2026-08-11\|14.06\|-1.82\|14.29\|14.34\|13.88\|54675;2026-08-12\|14.22\|1.14\|14.06\|14.24\|13.90\|50983;2026-08-13\|14.06\|-1.13\|14.33\|14.50\|14.02\|45514;2026-08-14\|14.25\|1.35\|14.00\|14.65\|13.97\|62156;2026-08-17\|14.42\|1.19\|14.24\|14.56\|14.07\|71011;2026-08-18\|14.26\|-1.11\|14.45\|14.48\|14.05\|52882;2026-08-19\|13.57\|-4.84\|14.22\|14.23\|13.55\|64749;2026-08-20\|13.74\|1.25\|13.84\|13.94\|13.62\|35754;2026-08-21\|14.28\|3.93\|13.75\|14.38\|13.42\|74105;2026-08-24\|14.09\|-1.33\|14.40\|14.40\|13.83\|49916;2026-08-25\|14.44\|2.48\|13.95\|14.48\|13.81\|57213;2026-08-26\|14.43\|-0.07\|14.47\|14.87\|14.22\|54381;2026-08-27\|14.64\|1.46\|14.60\|14.85\|14.47\|60103;2026-08-28\|14.38\|-1.78\|14.64\|14.67\|14.38\|49844;2026-08-31\|14.54\|1.11\|14.21\|14.58\|14.19\|42944;2026-09-01\|14.80\|1.79\|14.77\|15.50\|14.57\|97036;2026-09-02\|14.96\|1.08\|14.77\|15.07\|14.60\|67187;2026-09-03\|14.83\|-0.87\|15.05\|15.25\|14.73\|47502;2026-09-04\|14.73\|-0.67\|14.98\|15.18\|14.60\|45579;2026-09-07\|14.73\|0.00\|14.77\|14.90\|14.57\|37835;2026-09-08\|14.46\|-1.83\|14.73\|14.76\|14.40\|39956;2026-09-09\|14.67\|1.45\|14.46\|14.86\|14.40\|42719;2026-09-10\|14.35\|-2.18\|14.58\|14.64\|14.31\|34936;2026-09-11\|14.33\|-0.14\|14.23\|14.65\|13.82\|53119;2026-09-14\|14.41\|0.56\|14.32\|14.56\|14.05\|39562;2026-09-15\|14.20\|-1.46\|14.35\|14.68\|14.18\|42223;2026-09-16\|15.62\|10.00\|14.06\|15.62\|14.06\|138991;2026-09-17\|14.82\|-5.12\|15.07\|15.30\|14.67\|234775
112491	英伟达VR200NVL72服务器将使用约60万个MLCC	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|72.58\|-7.42\|78.40\|79.39\|71.55\|189587;2026-07-14\|77.49\|6.76\|72.55\|78.25\|72.05\|183569;2026-07-15\|72.53\|-6.40\|79.00\|79.36\|72.00\|115367;2026-07-16\|69.83\|-3.72\|71.72\|74.20\|68.51\|161049;2026-07-17\|63.45\|-9.14\|69.83\|72.17\|63.03\|172272;2026-07-20\|57.11\|-9.99\|65.01\|65.90\|57.11\|176913;2026-07-21\|62.01\|8.58\|57.11\|62.01\|51.40\|252809;2026-07-22\|60.50\|-2.44\|61.65\|64.60\|59.65\|185202;2026-07-23\|60.81\|0.51\|61.71\|65.80\|60.43\|195230;2026-07-24\|59.38\|-2.35\|59.54\|61.05\|58.26\|139720;2026-07-27\|63.39\|6.75\|59.00\|63.49\|58.31\|158256;2026-07-28\|58.67\|-7.45\|60.29\|63.87\|57.23\|144826;2026-07-29\|59.59\|1.57\|58.09\|61.12\|56.18\|215902;2026-07-30\|59.73\|0.23\|59.66\|63.60\|55.99\|341551;2026-07-31\|60.30\|0.95\|63.75\|64.73\|59.01\|348857;2026-08-03\|55.17\|-8.51\|57.99\|58.92\|54.50\|218178;2026-08-04\|60.00\|8.75\|56.01\|60.69\|53.06\|264815;2026-08-05\|65.36\|8.93\|60.01\|66.00\|59.75\|231220;2026-08-06\|67.81\|3.75\|63.60\|69.30\|63.31\|219621;2026-08-07\|70.51\|3.98\|68.49\|72.00\|67.00\|199878;2026-08-10\|73.93\|4.85\|71.39\|74.66\|68.20\|243458;2026-08-11\|81.32\|10.00\|73.93\|81.32\|73.18\|193557;2026-08-12\|80.00\|-1.62\|79.38\|80.05\|74.20\|361802;2026-08-13\|74.79\|-6.51\|80.07\|81.86\|74.21\|314713;2026-08-14\|73.06\|-2.31\|74.47\|75.83\|72.01\|246565;2026-08-17\|74.93\|2.56\|74.23\|75.19\|72.37\|206900;2026-08-18\|76.83\|2.54\|75.10\|77.88\|75.05\|246631;2026-08-19\|69.15\|-10.00\|71.27\|73.55\|69.15\|176292;2026-08-20\|66.70\|-3.54\|69.01\|69.15\|64.79\|213497;2026-08-21\|67.47\|1.15\|66.31\|69.20\|64.52\|161727;2026-08-24\|64.59\|-4.27\|67.45\|67.76\|62.66\|157736;2026-08-25\|63.66\|-1.44\|64.00\|64.98\|61.08\|129310;2026-08-26\|63.78\|0.19\|64.23\|64.96\|62.30\|101053;2026-08-27\|66.18\|3.76\|64.86\|66.84\|63.41\|161390;2026-08-28\|65.55\|-0.95\|68.00\|69.00\|65.44\|200409;2026-08-31\|68.18\|4.01\|65.00\|68.44\|64.20\|188223;2026-09-01\|63.22\|-7.27\|68.21\|68.96\|63.03\|183579;2026-09-02\|63.99\|1.22\|62.47\|64.55\|61.58\|119539;2026-09-03\|63.90\|-0.14\|64.60\|65.50\|62.84\|117807;2026-09-04\|61.44\|-3.85\|64.60\|65.74\|60.69\|107700;2026-09-07\|62.83\|2.26\|61.40\|63.38\|61.20\|124192;2026-09-08\|61.78\|-1.51\|62.60\|63.45\|61.13\|109284;2026-09-09\|61.66\|-0.19\|62.00\|62.85\|61.11\|94510;2026-09-10\|61.40\|-0.42\|60.99\|62.99\|60.50\|99014;2026-09-11\|63.99\|4.22\|60.60\|64.96\|59.72\|243100;2026-09-14\|67.17\|4.97\|61.58\|67.49\|60.81\|269725;2026-09-15\|66.18\|-1.47\|67.23\|68.52\|66.08\|182349;2026-09-16\|67.85\|2.52\|66.21\|68.78\|65.59\|183867;2026-09-17\|66.90\|-1.40\|67.50\|69.39\|66.55\|140674
112490	海外大行大幅上调美光目标价，隔夜股价大涨；长鑫存储即将上会	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710;2026-09-15\|18.91\|0.96\|18.30\|19.56\|18.30\|2469253;2026-09-16\|20.23\|6.98\|18.78\|20.80\|18.77\|3552884;2026-09-17\|20.57\|1.68\|19.88\|20.89\|19.87\|3198977
112489	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+AI服务器+AIPC+分红实施行业原因： 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4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935;2026-07-27\|46.33\|2.77\|44.60\|46.52\|44.19\|60707;2026-07-28\|42.20\|-8.91\|45.00\|45.50\|41.90\|72837;2026-07-29\|40.78\|-3.36\|42.02\|42.50\|39.19\|65370;2026-07-30\|38.11\|-6.55\|40.36\|41.49\|37.50\|86014;2026-07-31\|39.44\|3.49\|40.83\|41.90\|39.10\|79766;2026-08-03\|40.73\|3.27\|39.00\|41.34\|39.00\|70679;2026-08-04\|44.80\|9.99\|41.40\|44.80\|41.24\|59466;2026-08-05\|47.92\|6.96\|43.50\|49.28\|43.34\|118726;2026-08-06\|50.38\|5.13\|47.30\|51.36\|47.09\|99508;2026-08-07\|55.42\|10.00\|50.10\|55.42\|50.05\|67836;2026-08-10\|55.33\|-0.16\|55.43\|55.98\|54.01\|101336;2026-08-11\|55.46\|0.23\|54.85\|56.68\|52.77\|90729;2026-08-12\|57.00\|2.78\|55.85\|57.20\|55.10\|59948;2026-08-13\|55.65\|-2.37\|57.55\|58.33\|55.58\|68691;2026-08-14\|56.75\|1.98\|56.32\|57.19\|55.33\|52474;2026-08-17\|59.16\|4.25\|57.61\|59.16\|56.65\|51018;2026-08-18\|61.30\|3.62\|59.00\|61.46\|58.08\|72639;2026-08-19\|57.47\|-6.25\|59.78\|62.20\|56.30\|89418;2026-08-20\|58.79\|2.30\|58.45\|59.49\|57.00\|53822;2026-08-21\|60.37\|2.69\|58.21\|60.78\|57.33\|54866;2026-08-24\|57.50\|-4.75\|60.30\|60.46\|55.30\|73325;2026-08-25\|56.84\|-1.15\|56.36\|57.77\|54.71\|50259;2026-08-26\|56.77\|-0.12\|57.11\|58.10\|55.88\|38500;2026-08-27\|59.01\|3.95\|56.97\|59.70\|56.58\|50544;2026-08-28\|59.06\|0.08\|58.52\|61.66\|58.41\|49154;2026-08-31\|64.05\|8.45\|58.58\|64.43\|58.20\|84951;2026-09-01\|61.98\|-3.23\|63.82\|63.86\|61.05\|57649;2026-09-02\|61.56\|-0.68\|62.05\|62.60\|60.55\|39578;2026-09-03\|63.43\|3.04\|62.28\|64.66\|61.61\|50362;2026-09-04\|61.00\|-3.83\|64.70\|66.30\|60.30\|55377;2026-09-07\|65.11\|6.74\|62.01\|65.50\|62.00\|91462;2026-09-08\|64.77\|-0.52\|65.66\|67.50\|64.10\|86368;2026-09-09\|71.20\|9.93\|65.41\|71.25\|64.59\|223667;2026-09-10\|70.99\|-0.29\|70.49\|72.17\|68.50\|155508;2026-09-11\|72.49\|2.11\|69.99\|74.44\|69.24\|149818;2026-09-14\|76.54\|5.59\|71.77\|77.07\|70.49\|161602;2026-09-15\|75.55\|-1.29\|75.50\|77.21\|72.91\|135382;2026-09-16\|83.11\|10.01\|77.15\|83.11\|76.20\|104634;2026-09-17\|82.15\|-1.16\|83.11\|84.49\|81.01\|110297
112488	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的 PCB 基板用电子树脂供应商	2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868;2026-09-15\|39.60\|1.43\|38.78\|40.40\|38.78\|335594;2026-09-16\|41.48\|4.75\|40.08\|41.95\|39.60\|537450;2026-09-17\|40.38\|-2.65\|41.05\|42.75\|40.31\|456825
112487	美股戴尔盘后飙升一度涨近40%	高速铜缆+戴尔供应链+消费电子线材龙头行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年5月13日互动易，公司2025年高频高速铜缆连接线实现营收21,606.19万元，同比增长84.94%，2026年一季度高速铜缆订单饱满，正积极开拓高频高速铜缆外部线市场领域。 2、据2025年12月25日投资者关系活动记录表，公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景。 3、据2026年4月29日年报及2026年4月13日投资者关系活动记录表，公司主营消费电子及工业控制线材，系中国消费电子线材细分领域龙头企业，产品应用于智能家电、机器人等领域，主要终端客户包括松下、大金、海信、美的、小米、佳能等，2025年该板块实现营收15.03亿元。	公司高频高速铜缆连接线主要应用于AI人工智能、服务器和液冷服务器，已通过安费诺进入戴尔等服务器制造商供应链	2026-05-14\|23.75\|-3.06\|24.66\|24.69\|23.73\|65091;2026-05-15\|23.36\|-1.64\|23.85\|24.03\|23.18\|58598;2026-05-18\|23.30\|-0.26\|23.30\|23.62\|23.01\|45360;2026-05-19\|23.71\|1.76\|23.20\|23.74\|22.75\|68514;2026-05-20\|23.37\|-1.43\|23.55\|23.73\|23.18\|55398;2026-05-21\|21.91\|-6.25\|23.58\|23.65\|21.91\|103081;2026-05-22\|22.92\|4.61\|22.11\|23.09\|21.95\|81029;2026-05-25\|23.06\|0.61\|23.00\|23.45\|22.72\|55696;2026-05-26\|22.77\|-1.26\|22.89\|23.11\|22.46\|55172;2026-05-27\|21.95\|-3.60\|22.77\|22.77\|21.78\|68054;2026-05-28\|22.38\|1.96\|21.90\|22.49\|21.34\|65901;2026-05-29\|24.62\|10.01\|24.62\|24.62\|24.62\|93464;2026-06-01\|25.74\|4.55\|25.60\|27.08\|25.39\|580055;2026-06-02\|24.55\|-4.62\|25.30\|25.50\|24.10\|432796;2026-06-03\|24.20\|-1.43\|24.44\|25.36\|23.86\|359587;2026-06-04\|23.13\|-4.42\|23.81\|24.55\|22.54\|304755;2026-06-05\|22.68\|-1.95\|22.75\|23.55\|22.41\|202470;2026-06-08\|21.40\|-5.64\|21.50\|22.45\|21.25\|181748;2026-06-09\|22.09\|3.22\|21.72\|22.86\|21.55\|149307;2026-06-10\|21.27\|-3.71\|21.90\|22.68\|21.01\|134123;2026-06-11\|20.58\|-3.24\|20.99\|21.23\|20.30\|113389;2026-06-12\|20.26\|-1.55\|20.90\|21.08\|20.21\|114075;2026-06-15\|21.71\|7.16\|20.47\|22.29\|20.47\|219396;2026-06-16\|22.00\|1.34\|21.65\|22.12\|21.50\|135562;2026-06-17\|18.15\|-0.06\|17.92\|18.25\|17.66\|124980;2026-06-18\|18.35\|1.10\|17.94\|18.81\|17.80\|124616;2026-06-22\|18.30\|-0.27\|18.80\|18.81\|17.62\|133858;2026-06-23\|17.73\|-3.11\|18.34\|18.39\|17.63\|92521;2026-06-24\|19.50\|9.98\|17.55\|19.50\|17.55\|275719;2026-06-25\|18.96\|-2.77\|19.30\|19.67\|18.73\|316209;2026-06-26\|19.80\|4.43\|18.96\|20.60\|18.20\|392386;2026-06-29\|19.32\|-2.42\|19.50\|20.10\|18.86\|257264;2026-06-30\|19.06\|-1.35\|19.03\|19.38\|18.23\|259622;2026-07-01\|18.49\|-2.99\|18.91\|19.32\|18.35\|194444;2026-07-02\|17.75\|-4.00\|17.99\|18.55\|17.61\|150433;2026-07-03\|17.38\|-2.08\|17.56\|17.77\|17.33\|141028;2026-07-06\|17.51\|0.75\|17.39\|17.57\|16.72\|135359;2026-07-07\|16.95\|-3.20\|17.24\|17.39\|16.85\|92419;2026-07-08\|15.99\|-5.66\|16.85\|17.08\|15.99\|99972;2026-07-09\|16.20\|1.31\|16.06\|16.38\|15.16\|106648;2026-07-10\|16.11\|-0.56\|16.15\|16.54\|15.90\|81742;2026-07-13\|15.25\|-5.34\|15.86\|16.06\|15.25\|68242;2026-07-14\|15.36\|0.72\|15.10\|15.45\|14.59\|75533;2026-07-15\|14.79\|-3.71\|15.30\|15.41\|14.74\|70494;2026-07-16\|14.89\|0.68\|14.62\|15.33\|14.46\|70964;2026-07-17\|13.98\|-6.11\|14.73\|14.85\|13.88\|81758;2026-07-20\|13.39\|-4.22\|14.30\|14.30\|13.23\|76649;2026-07-21\|14.00\|4.56\|13.43\|14.03\|12.82\|95414;2026-07-22\|13.93\|-0.50\|13.63\|14.23\|13.63\|67442;2026-07-23\|14.32\|2.80\|14.08\|14.46\|14.00\|67162;2026-07-24\|14.02\|-2.10\|14.14\|14.55\|14.02\|58690;2026-07-27\|14.49\|3.35\|13.75\|14.57\|13.75\|59071;2026-07-28\|14.48\|-0.07\|14.22\|14.63\|14.22\|47022;2026-07-29\|14.65\|1.17\|14.35\|14.70\|14.31\|53422;2026-07-30\|14.49\|-1.09\|14.51\|14.74\|14.40\|44976;2026-07-31\|14.65\|1.10\|14.87\|14.90\|14.65\|57259;2026-08-03\|14.79\|0.96\|14.58\|14.83\|14.52\|47223;2026-08-04\|15.05\|1.76\|14.85\|15.07\|14.85\|48826;2026-08-05\|15.33\|1.86\|14.98\|15.46\|14.93\|71985;2026-08-06\|15.33\|0.00\|15.27\|15.50\|15.12\|63236;2026-08-07\|15.23\|-0.65\|15.29\|15.36\|15.03\|81312;2026-08-10\|15.15\|-0.53\|15.23\|15.26\|14.89\|48572;2026-08-11\|15.09\|-0.40\|15.04\|15.22\|14.91\|35804;2026-08-12\|15.17\|0.53\|15.15\|15.25\|15.04\|35640;2026-08-13\|15.19\|0.13\|15.19\|15.63\|15.17\|79149;2026-08-14\|15.38\|1.25\|15.21\|15.39\|15.13\|56873;2026-08-17\|15.54\|1.04\|15.34\|15.55\|15.30\|53370;2026-08-18\|15.11\|-2.77\|15.50\|15.50\|15.01\|53484;2026-08-19\|14.36\|-4.96\|14.94\|14.94\|14.32\|58454;2026-08-20\|14.77\|2.86\|14.52\|14.88\|14.52\|43914;2026-08-21\|14.72\|-0.34\|14.69\|14.80\|14.52\|26732;2026-08-24\|14.51\|-1.43\|14.88\|14.89\|14.26\|40922;2026-08-25\|15.17\|4.55\|14.51\|15.30\|14.40\|71052;2026-08-26\|16.69\|10.02\|16.65\|16.69\|16.63\|105487;2026-08-27\|17.00\|1.86\|16.44\|17.48\|16.19\|356695;2026-08-28\|16.73\|-1.59\|16.75\|16.86\|16.57\|195554;2026-08-31\|16.88\|0.90\|16.50\|16.98\|16.42\|138512;2026-09-01\|17.05\|1.01\|16.95\|17.20\|16.85\|136825;2026-09-02\|17.50\|2.64\|16.80\|17.64\|16.58\|229455;2026-09-03\|18.32\|4.69\|17.45\|18.32\|17.15\|298141;2026-09-04\|16.96\|-7.42\|17.80\|18.05\|16.80\|256688;2026-09-07\|16.80\|-0.94\|16.60\|16.98\|16.48\|135248;2026-09-08\|16.39\|-2.44\|16.78\|16.88\|16.27\|149197;2026-09-09\|17.36\|5.92\|16.50\|18.03\|16.50\|375585;2026-09-10\|17.29\|-0.40\|17.15\|17.66\|16.81\|248940;2026-09-11\|18.15\|4.97\|17.20\|18.20\|17.06\|317606;2026-09-14\|17.96\|-1.05\|17.86\|18.08\|17.43\|244896;2026-09-15\|17.19\|-4.29\|17.61\|17.90\|17.18\|193125;2026-09-16\|17.78\|3.43\|17.14\|17.84\|17.14\|166092;2026-09-17\|17.54\|-1.35\|17.55\|17.78\|17.38\|114288
112486	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	涨停揭秘：泰尔股份6月1日涨停，深度绑定航天与工业机器人赛道，受益于SpaceX上市进程加速、OpenAI进军机器人及公司军工领域订单放量，智能装备国产替代逻辑强化；涨停缘由：公司工业机器人已覆盖焊挂牌、取样贴标等场景，并明确布局航空航天、核电、风电等高端领域；SpaceX提交S-1文件引发全球商业航天关注；OpenAI入局机器人催化产业链情绪；资金逻辑：航天军工ETF与机器人主题ETF同步加仓，主力资金5月净流入超2000万元；游资聚焦‘小而美’专精特新标的，叠加低位启动技术形态；风险提示：军工订单执行存在季节性及验收节奏不确定性；机器人业务占比仍较低，短期业绩贡献有限；主题炒作退潮后存在回调压力	公司工业机器人已覆盖包装、焊挂牌、取样贴标、拆带等机型，并明确布局军工、航空航天、船舶、核电、风电、有色等领域	2026-05-14\|8.20\|-2.38\|8.42\|8.45\|8.20\|145817;2026-05-15\|8.44\|2.93\|8.17\|8.60\|8.14\|261730;2026-05-18\|8.40\|-0.47\|8.40\|8.49\|8.25\|189488;2026-05-19\|8.53\|1.55\|8.38\|8.76\|8.36\|224081;2026-05-20\|8.13\|-4.69\|8.50\|8.52\|8.11\|210240;2026-05-21\|8.06\|-0.86\|8.20\|8.40\|8.04\|256156;2026-05-22\|8.18\|1.49\|8.12\|8.24\|7.91\|157539;2026-05-25\|7.92\|-3.18\|8.23\|8.31\|7.88\|198403;2026-05-26\|7.73\|-2.40\|7.91\|8.12\|7.61\|201886;2026-05-27\|7.31\|-5.43\|7.75\|7.84\|7.22\|236396;2026-05-28\|7.35\|0.55\|7.30\|7.40\|7.11\|153221;2026-05-29\|6.98\|-5.03\|7.36\|7.38\|6.92\|170621;2026-06-01\|7.08\|1.43\|6.99\|7.68\|6.96\|436317;2026-06-02\|7.00\|-1.13\|7.09\|7.19\|6.82\|265082;2026-06-03\|6.83\|-2.43\|6.97\|7.00\|6.77\|192852;2026-06-04\|6.79\|-0.59\|6.77\|6.86\|6.70\|123683;2026-06-05\|6.98\|2.80\|6.82\|7.11\|6.61\|263178;2026-06-08\|6.88\|-1.43\|6.85\|7.08\|6.77\|199829;2026-06-09\|6.88\|0.00\|6.99\|6.99\|6.74\|146697;2026-06-10\|6.56\|-4.65\|6.78\|6.83\|6.47\|173825;2026-06-11\|6.41\|-2.29\|6.46\|6.50\|6.32\|134394;2026-06-12\|6.49\|1.25\|6.50\|6.60\|6.38\|128393;2026-06-15\|6.53\|0.62\|6.50\|6.64\|6.44\|113451;2026-06-16\|6.63\|1.53\|6.53\|6.66\|6.42\|149994;2026-06-17\|6.40\|-3.47\|6.60\|6.61\|6.35\|138090;2026-06-18\|6.37\|-0.47\|6.35\|6.45\|6.25\|105212;2026-06-22\|6.28\|-1.41\|6.32\|6.36\|6.06\|163300;2026-06-23\|6.34\|0.96\|6.28\|6.42\|6.16\|150928;2026-06-24\|6.13\|-3.31\|6.32\|6.33\|6.03\|135745;2026-06-25\|5.95\|-2.94\|6.14\|6.14\|5.91\|131990;2026-06-26\|5.82\|-2.18\|5.91\|6.00\|5.79\|153205;2026-06-29\|5.75\|-1.20\|5.79\|5.85\|5.58\|147757;2026-06-30\|5.85\|1.74\|5.76\|5.85\|5.67\|121442;2026-07-01\|5.94\|1.54\|5.90\|6.00\|5.80\|148887;2026-07-02\|5.88\|-1.01\|5.92\|6.15\|5.87\|152556;2026-07-03\|6.19\|5.27\|5.91\|6.30\|5.89\|242673;2026-07-06\|5.85\|-5.49\|6.19\|6.20\|5.85\|186485;2026-07-07\|5.65\|-3.42\|5.83\|6.35\|5.65\|233154;2026-07-08\|5.45\|-3.54\|5.67\|5.67\|5.43\|165792;2026-07-09\|5.44\|-0.18\|5.47\|5.50\|5.25\|128275;2026-07-10\|5.65\|3.86\|5.47\|5.82\|5.36\|215929;2026-07-13\|5.30\|-6.19\|5.60\|5.70\|5.28\|164696;2026-07-14\|5.36\|1.13\|5.30\|5.38\|5.16\|140631;2026-07-15\|5.47\|2.05\|5.33\|5.60\|5.31\|142195;2026-07-16\|5.52\|0.91\|5.47\|5.60\|5.37\|136019;2026-07-17\|5.30\|-3.99\|5.50\|5.60\|5.22\|142251;2026-07-20\|5.10\|-3.77\|5.23\|5.42\|5.01\|183452;2026-07-21\|5.16\|1.18\|5.08\|5.20\|4.82\|169815;2026-07-22\|5.03\|-2.52\|5.11\|5.17\|5.00\|105368;2026-07-23\|5.22\|3.78\|5.03\|5.25\|4.99\|140369;2026-07-24\|5.11\|-2.11\|5.19\|5.22\|5.09\|87208;2026-07-27\|5.30\|3.72\|5.11\|5.32\|5.08\|126600;2026-07-28\|5.36\|1.13\|5.25\|5.44\|5.25\|118763;2026-07-29\|5.51\|2.80\|5.37\|5.53\|5.34\|147728;2026-07-30\|5.45\|-1.09\|5.50\|5.63\|5.42\|133567;2026-07-31\|5.62\|3.12\|5.50\|5.66\|5.49\|128837;2026-08-03\|5.88\|4.63\|5.59\|5.90\|5.59\|147513;2026-08-04\|5.90\|0.34\|5.92\|5.93\|5.83\|130110;2026-08-05\|5.91\|0.17\|5.91\|5.96\|5.85\|113112;2026-08-06\|5.93\|0.34\|5.91\|5.99\|5.82\|100565;2026-08-07\|5.91\|-0.34\|5.96\|5.99\|5.78\|108026;2026-08-10\|6.02\|1.86\|5.89\|6.02\|5.81\|102854;2026-08-11\|6.03\|0.17\|6.01\|6.09\|5.88\|103770;2026-08-12\|6.19\|2.65\|6.03\|6.20\|6.00\|125062;2026-08-13\|6.04\|-2.42\|6.21\|6.22\|6.02\|109586;2026-08-14\|6.04\|0.00\|6.02\|6.48\|5.97\|384697;2026-08-17\|6.12\|1.32\|6.01\|6.12\|5.96\|236059;2026-08-18\|6.11\|-0.16\|6.18\|6.18\|5.98\|160165;2026-08-19\|5.85\|-4.26\|6.08\|6.10\|5.83\|141750;2026-08-20\|5.92\|1.20\|5.91\|5.99\|5.83\|92657;2026-08-21\|5.99\|1.18\|5.90\|6.00\|5.80\|124103;2026-08-24\|5.85\|-2.34\|6.02\|6.05\|5.78\|111382;2026-08-25\|6.05\|3.42\|5.80\|6.10\|5.80\|171156;2026-08-26\|6.04\|-0.17\|6.09\|6.11\|5.98\|95005;2026-08-27\|6.04\|0.00\|6.04\|6.10\|6.00\|88073;2026-08-28\|6.14\|1.66\|6.04\|6.23\|6.00\|167113;2026-08-31\|6.28\|2.28\|6.10\|6.33\|6.08\|162239;2026-09-01\|6.28\|0.00\|6.28\|6.35\|6.23\|107378;2026-09-02\|6.28\|0.00\|6.26\|6.30\|6.20\|86241;2026-09-03\|6.21\|-1.11\|6.26\|6.79\|6.20\|471559;2026-09-04\|6.21\|0.00\|6.21\|6.33\|6.15\|314413;2026-09-07\|6.26\|0.81\|6.20\|6.31\|6.18\|152691;2026-09-08\|6.32\|0.96\|6.29\|6.34\|6.23\|122363;2026-09-09\|6.27\|-0.79\|6.27\|6.31\|6.23\|81370;2026-09-10\|6.17\|-1.59\|6.23\|6.25\|6.13\|82310;2026-09-11\|6.05\|-1.94\|6.13\|6.13\|5.95\|116175;2026-09-14\|5.99\|-0.99\|6.05\|6.07\|5.93\|81831;2026-09-15\|5.79\|-3.34\|6.00\|6.04\|5.78\|87408;2026-09-16\|5.85\|1.04\|5.83\|5.89\|5.72\|87011;2026-09-17\|5.88\|0.51\|5.88\|5.92\|5.72\|96641
112485	光纤价格暴涨交货期限延长至20周以上	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115;2026-09-16\|71.77\|-4.29\|74.85\|75.05\|71.00\|228532;2026-09-17\|69.47\|-3.20\|70.80\|72.14\|69.39\|165996
112484		协议转让+抖音酒旅+风景园林设计+万林数链上市 1、据2026年5月29日公告，持股5%以上股东杭州园展与盛金安磐签署协议，拟以16.60元/股转让公司6.87%股份，受让方系看好公司未来发展前景及长期投资价值。 2、据2025年年度报告，公司全资子公司收购的信志源文化为抖音认证官方代运营服务商，已签约服务100余家酒店、旅游景区，被定位为文旅生态闭环的核心流量入口。 3、公司是全国首批风景园林工程设计专项甲级资质单位，拥有杭州西溪湿地、G20杭州峰会等里程碑式项目设计经验，报告期内承接了第十五届中国温州国际园林博览会展园设计等重大项目。 4、据2026年4月29日投资者关系活动记录表，公司联营企业万林数链拟美股上市事宜已获安徽省发改委、商务厅备案，外汇手续正在办理中。	持股5%以上股东杭州园展与盛金安磐签署协议，拟以16.60元/股转让公司6.87%股份，受让方系看好公司未来发展前景及长期投资价值	2026-05-14\|22.05\|1.05\|22.13\|22.58\|21.69\|65428;2026-05-15\|22.70\|2.95\|22.05\|22.76\|21.90\|58051;2026-05-18\|22.66\|-0.18\|23.00\|24.94\|21.56\|135665;2026-05-19\|21.25\|-6.22\|23.04\|23.04\|20.92\|115995;2026-05-20\|21.18\|-0.33\|21.12\|22.48\|20.80\|86853;2026-05-21\|20.89\|-1.37\|21.17\|21.85\|20.70\|71044;2026-05-22\|21.86\|4.64\|20.89\|22.55\|20.70\|66398;2026-05-25\|21.60\|-1.19\|22.23\|22.23\|21.26\|47641;2026-05-26\|21.12\|-2.22\|21.62\|24.58\|20.65\|53499;2026-05-27\|20.75\|-1.75\|21.27\|21.43\|20.49\|42502;2026-05-28\|22.03\|6.17\|20.69\|22.05\|20.25\|66742;2026-05-29\|21.05\|-4.45\|22.20\|22.48\|20.68\|79247;2026-06-01\|25.26\|20.00\|22.95\|25.26\|22.82\|57023;2026-06-02\|26.05\|3.13\|29.15\|29.15\|24.46\|220416;2026-06-03\|25.92\|-0.50\|25.92\|26.70\|25.35\|117066;2026-06-04\|27.42\|5.79\|25.74\|27.70\|25.50\|97525;2026-06-05\|27.90\|1.75\|27.13\|28.12\|26.90\|84252;2026-06-08\|26.65\|-4.48\|27.37\|27.44\|25.76\|87309;2026-06-09\|27.44\|2.96\|26.90\|27.97\|26.62\|59052;2026-06-10\|26.50\|-3.43\|27.00\|28.67\|26.30\|60993;2026-06-11\|25.95\|-2.08\|26.31\|26.65\|25.47\|46302;2026-06-12\|24.80\|-4.43\|26.33\|26.50\|24.71\|47155;2026-06-15\|24.89\|0.36\|25.29\|25.69\|24.76\|38967;2026-06-16\|27.15\|9.08\|24.89\|27.66\|24.34\|74718;2026-06-17\|27.46\|1.33\|27.04\|27.60\|26.52\|47677;2026-06-18\|27.94\|1.75\|27.16\|28.38\|26.75\|54875;2026-06-22\|28.73\|2.83\|27.89\|28.80\|26.62\|61325;2026-06-23\|28.35\|-1.32\|29.03\|29.50\|27.99\|47910;2026-06-24\|27.80\|-1.94\|28.00\|28.50\|27.00\|40301;2026-06-25\|27.50\|-1.08\|28.20\|28.33\|27.35\|29619;2026-06-26\|27.03\|-1.71\|27.49\|28.00\|26.80\|30707;2026-06-29\|27.16\|0.48\|27.20\|27.50\|26.11\|38521;2026-06-30\|27.99\|3.06\|27.28\|28.00\|26.58\|35182;2026-07-01\|27.60\|-1.39\|28.55\|29.19\|27.31\|31947;2026-07-02\|26.42\|-4.28\|27.19\|28.63\|26.38\|41310;2026-07-03\|27.15\|2.76\|26.75\|27.94\|26.64\|45061;2026-07-06\|28.21\|3.90\|27.55\|29.29\|27.17\|63677;2026-07-07\|28.01\|-0.71\|28.21\|28.48\|27.23\|47340;2026-07-08\|28.08\|0.25\|28.27\|28.79\|27.08\|49764;2026-07-09\|29.85\|6.30\|28.03\|30.00\|27.60\|75866;2026-07-10\|30.09\|0.80\|29.56\|31.48\|29.56\|66722;2026-07-13\|27.01\|-10.24\|29.57\|30.38\|26.90\|83769;2026-07-14\|27.89\|3.26\|27.50\|28.11\|26.25\|55984;2026-07-15\|29.86\|7.06\|27.89\|30.58\|27.55\|65793;2026-07-16\|29.61\|-0.84\|29.60\|30.70\|29.01\|74713;2026-07-17\|23.69\|-19.99\|29.88\|29.88\|23.69\|115064;2026-07-20\|20.92\|-11.69\|23.68\|25.97\|18.95\|131637;2026-07-21\|24.28\|16.06\|21.42\|24.98\|18.69\|114325;2026-07-22\|22.37\|-7.87\|23.87\|24.50\|21.91\|73831;2026-07-23\|23.65\|5.72\|22.52\|23.68\|21.82\|50390;2026-07-24\|23.14\|-2.16\|23.07\|23.44\|22.28\|42374;2026-07-27\|21.45\|-7.30\|23.12\|24.66\|21.13\|87450;2026-07-28\|20.45\|-4.66\|20.84\|21.63\|20.00\|51571;2026-07-29\|19.19\|-6.16\|20.46\|20.65\|18.80\|64085;2026-07-30\|17.06\|-11.10\|19.47\|19.47\|16.88\|72671;2026-07-31\|17.64\|3.40\|17.84\|18.77\|17.62\|65524;2026-08-03\|18.97\|7.54\|17.47\|19.19\|17.18\|64753;2026-08-04\|20.27\|6.85\|19.00\|20.59\|18.80\|49424;2026-08-05\|20.29\|0.10\|20.21\|21.36\|20.10\|50429;2026-08-06\|20.75\|2.27\|20.49\|21.02\|20.10\|41089;2026-08-07\|24.41\|17.64\|20.75\|24.90\|20.58\|119366;2026-08-10\|25.59\|4.83\|24.78\|25.69\|23.73\|85395;2026-08-11\|24.85\|-2.89\|25.50\|26.16\|24.80\|67198;2026-08-12\|25.53\|2.74\|24.86\|25.70\|24.69\|35337;2026-08-13\|25.02\|-2.00\|25.69\|26.60\|25.02\|52867;2026-08-14\|25.33\|1.24\|25.02\|25.39\|24.42\|29832;2026-08-17\|26.35\|4.03\|25.60\|26.45\|25.28\|46955;2026-08-18\|27.73\|5.24\|26.66\|28.18\|26.50\|61569;2026-08-19\|24.15\|-12.91\|26.92\|27.50\|23.86\|85992;2026-08-20\|25.87\|7.12\|24.75\|26.91\|24.39\|85640;2026-08-21\|25.36\|-1.97\|25.94\|26.76\|25.16\|57239;2026-08-24\|24.61\|-2.96\|25.26\|25.57\|23.70\|55663;2026-08-25\|25.60\|4.02\|24.44\|25.94\|23.70\|47900;2026-08-26\|25.37\|-0.90\|26.10\|26.10\|24.93\|32994;2026-08-27\|25.75\|1.50\|25.31\|25.93\|25.02\|35383;2026-08-28\|24.97\|-3.03\|25.63\|25.77\|24.83\|27916;2026-08-31\|25.66\|2.76\|24.75\|25.69\|23.89\|40188;2026-09-01\|27.04\|5.38\|25.50\|27.18\|25.12\|53841;2026-09-02\|27.08\|0.15\|26.89\|28.28\|26.33\|64434;2026-09-03\|29.25\|8.01\|27.08\|29.49\|26.90\|79954;2026-09-04\|28.67\|-1.98\|29.31\|29.84\|28.27\|67141;2026-09-07\|28.16\|-1.78\|28.82\|29.78\|27.55\|60247;2026-09-08\|27.15\|-3.59\|28.28\|28.59\|26.90\|60628;2026-09-09\|24.80\|-8.66\|27.04\|27.57\|24.52\|85835;2026-09-10\|25.31\|2.06\|24.51\|26.23\|23.00\|74414;2026-09-11\|26.31\|3.95\|25.01\|26.70\|24.36\|68021;2026-09-14\|25.98\|-1.25\|26.30\|26.47\|25.70\|40934;2026-09-15\|25.27\|-2.73\|26.50\|26.50\|25.20\|29246;2026-09-16\|26.07\|3.17\|25.29\|26.43\|24.92\|34090;2026-09-17\|27.39\|5.06\|26.01\|27.60\|25.90\|48017
112483	特斯拉官宣监督版FSD登陆中国	无人驾驶+智能舱驾+北美突破行业原因：据界面新闻，5月21日，特斯拉官方宣布监督版FSD的最新布局，其中提到监督版FSD可以在中国使用。公司原因： 1、据界面新闻2026年5月21日报道，特斯拉官宣监督版FSD登陆中国，无人驾驶板块拉升。据2025年年度报告，公司聚焦智能驾驶硬件和底层软件能力，在低中高阶智驾方案均有完善的产品布局；据2026年4月2日机构调研，公司新项目涉及智驾域控制器等智能舱驾领域。 2、据2026年5月11日互动易，公司北美T-BOX等产品约70%已获FCC/IC/PTCRB认证，2025年北美收入约1200万元，越南工厂量产直接供货北美客户，实现高端市场突破。 3、据2025年度报告，公司聚焦智能座舱、智驾域控制器、流媒体后视镜等核心产品，2026年将加速量产落地，打造新增长极。	车载终端市场绝对龙头，车联网“软件+硬件+运营平台”供应商，智能驾驶舱已进入供货状态	2026-05-14\|4.72\|-3.87\|4.92\|4.94\|4.72\|176851;2026-05-15\|4.77\|1.06\|4.72\|4.92\|4.71\|183865;2026-05-18\|4.78\|0.21\|4.75\|4.82\|4.67\|195886;2026-05-19\|4.86\|1.67\|4.78\|4.87\|4.76\|178806;2026-05-20\|4.67\|-3.91\|4.82\|4.82\|4.65\|197813;2026-05-21\|5.14\|10.06\|4.68\|5.14\|4.68\|571703;2026-05-22\|5.36\|4.28\|5.18\|5.55\|5.18\|1389693;2026-05-25\|5.46\|1.87\|5.30\|5.49\|5.15\|1078365;2026-05-26\|5.33\|-2.38\|5.30\|5.45\|5.24\|646447;2026-05-27\|5.21\|-2.25\|5.33\|5.48\|5.16\|584232;2026-05-28\|5.06\|-2.88\|5.21\|5.45\|4.87\|605176;2026-05-29\|4.61\|-8.89\|5.11\|5.30\|4.56\|686825;2026-06-01\|5.07\|9.98\|4.57\|5.07\|4.38\|581422;2026-06-02\|4.84\|-4.54\|5.01\|5.10\|4.80\|463704;2026-06-03\|4.59\|-5.17\|4.81\|4.88\|4.56\|406515;2026-06-04\|4.70\|2.40\|4.66\|5.03\|4.64\|501382;2026-06-05\|4.46\|-5.11\|4.65\|4.65\|4.40\|470726;2026-06-08\|4.27\|-4.26\|4.28\|4.42\|4.24\|279989;2026-06-09\|4.38\|2.58\|4.35\|4.51\|4.22\|297721;2026-06-10\|4.13\|-5.71\|4.33\|4.34\|4.07\|310622;2026-06-11\|4.01\|-2.91\|4.10\|4.10\|3.95\|214542;2026-06-12\|4.01\|0.00\|4.09\|4.11\|3.97\|178796;2026-06-15\|4.02\|0.25\|4.04\|4.12\|4.00\|181817;2026-06-16\|3.99\|-0.75\|4.00\|4.01\|3.88\|238547;2026-06-17\|3.90\|-2.26\|3.95\|3.98\|3.88\|189244;2026-06-18\|3.87\|-0.77\|3.86\|3.96\|3.82\|165832;2026-06-22\|3.82\|-1.29\|3.87\|3.91\|3.65\|224757;2026-06-23\|3.88\|1.57\|3.79\|3.95\|3.76\|203316;2026-06-24\|3.75\|-3.35\|3.92\|3.92\|3.69\|161199;2026-06-25\|3.65\|-2.67\|3.72\|3.79\|3.62\|155174;2026-06-26\|3.58\|-1.92\|3.61\|3.69\|3.55\|178793;2026-06-29\|3.54\|-1.12\|3.58\|3.59\|3.44\|185668;2026-06-30\|3.53\|-0.28\|3.53\|3.60\|3.49\|187593;2026-07-01\|3.66\|3.68\|3.60\|3.73\|3.56\|199303;2026-07-02\|3.64\|-0.55\|3.67\|3.80\|3.63\|212128;2026-07-03\|3.75\|3.02\|3.69\|3.79\|3.65\|211505;2026-07-06\|3.61\|-3.73\|3.72\|3.78\|3.59\|192433;2026-07-07\|3.55\|-1.66\|3.58\|3.64\|3.50\|157491;2026-07-08\|3.49\|-1.69\|3.54\|3.54\|3.43\|174634;2026-07-09\|3.48\|-0.29\|3.49\|3.53\|3.39\|186082;2026-07-10\|3.57\|2.59\|3.48\|3.65\|3.42\|228910;2026-07-13\|3.36\|-5.88\|3.55\|3.56\|3.33\|214473;2026-07-14\|3.42\|1.79\|3.37\|3.43\|3.30\|170196;2026-07-15\|3.50\|2.34\|3.40\|3.54\|3.38\|189151;2026-07-16\|3.58\|2.29\|3.45\|3.63\|3.44\|180048;2026-07-17\|3.94\|10.06\|3.90\|3.94\|3.81\|297800;2026-07-20\|3.84\|-2.54\|3.94\|4.00\|3.62\|799128;2026-07-21\|3.60\|-6.25\|3.61\|3.69\|3.46\|511173;2026-07-22\|3.50\|-2.78\|3.51\|3.57\|3.43\|282759;2026-07-23\|3.57\|2.00\|3.45\|3.57\|3.43\|222031;2026-07-24\|3.44\|-3.64\|3.52\|3.55\|3.41\|183449;2026-07-27\|3.59\|4.36\|3.46\|3.67\|3.44\|230895;2026-07-28\|3.70\|3.06\|3.58\|3.74\|3.55\|246086;2026-07-29\|3.82\|3.24\|3.69\|3.84\|3.69\|252042;2026-07-30\|3.81\|-0.26\|3.80\|4.08\|3.78\|295080;2026-07-31\|3.94\|3.41\|4.08\|4.08\|3.84\|405789;2026-08-03\|3.95\|0.25\|3.89\|3.97\|3.89\|243846;2026-08-04\|3.99\|1.01\|3.95\|4.05\|3.93\|194478;2026-08-05\|4.39\|10.03\|4.39\|4.39\|4.39\|94847;2026-08-06\|4.43\|0.91\|4.83\|4.83\|4.39\|1189853;2026-08-07\|4.10\|-7.45\|4.26\|4.39\|4.00\|816470;2026-08-10\|4.10\|0.00\|4.01\|4.15\|4.01\|528780;2026-08-11\|4.06\|-0.98\|4.08\|4.18\|4.02\|385048;2026-08-12\|4.16\|2.46\|4.03\|4.20\|4.00\|430289;2026-08-13\|4.09\|-1.68\|4.16\|4.24\|4.09\|345729;2026-08-14\|4.50\|10.02\|4.09\|4.50\|4.06\|726362;2026-08-17\|4.35\|-3.33\|4.46\|4.46\|4.24\|690587;2026-08-18\|4.34\|-0.23\|4.35\|4.47\|4.25\|585325;2026-08-19\|4.17\|-3.92\|4.30\|4.38\|4.16\|329911;2026-08-20\|4.15\|-0.48\|4.23\|4.24\|4.13\|212277;2026-08-21\|4.17\|0.48\|4.12\|4.18\|4.08\|164654;2026-08-24\|4.07\|-2.40\|4.27\|4.33\|4.02\|294191;2026-08-25\|4.16\|2.21\|3.99\|4.22\|3.96\|408313;2026-08-26\|4.18\|0.48\|4.18\|4.30\|4.16\|261465;2026-08-27\|4.17\|-0.24\|4.18\|4.18\|4.11\|183190;2026-08-28\|4.20\|0.72\|4.18\|4.23\|4.14\|150307;2026-08-31\|4.29\|2.14\|4.17\|4.29\|4.13\|188610;2026-09-01\|4.43\|3.26\|4.25\|4.44\|4.25\|261799;2026-09-02\|4.39\|-0.90\|4.36\|4.40\|4.31\|182926;2026-09-03\|4.37\|-0.46\|4.39\|4.48\|4.32\|226092;2026-09-04\|4.32\|-1.14\|4.81\|4.81\|4.27\|771725;2026-09-07\|4.27\|-1.16\|4.23\|4.38\|4.23\|442314;2026-09-08\|4.27\|0.00\|4.27\|4.31\|4.20\|253589;2026-09-09\|4.17\|-2.34\|4.25\|4.30\|4.17\|181828;2026-09-10\|4.13\|-0.96\|4.15\|4.16\|4.09\|143918;2026-09-11\|4.10\|-0.73\|4.10\|4.11\|4.00\|144791;2026-09-14\|4.12\|0.49\|4.06\|4.20\|4.05\|146241;2026-09-15\|4.01\|-2.67\|4.08\|4.15\|4.00\|135281;2026-09-16\|4.03\|0.50\|4.00\|4.05\|3.92\|126506;2026-09-17\|4.09\|1.49\|4.01\|4.10\|3.98\|132810
112482	《光伏组件安全要求》、《光伏组件铭牌标识要求》发布	涨停揭秘：华菱精工6月1日涨停，作为光伏支架领域重要供应商，直接受益于《光伏组件安全要求》等新规落地，行业门槛提高利好头部企业份额提升及订单溢价能力；涨停缘由：新规强化组件结构安全与铭牌标识规范，倒逼下游电站客户优选具备全链条品控能力的支架供应商；公司已进入隆基、晶科、天合等一线组件厂供应链；光伏装机高增带动支架需求持续放量；资金逻辑：光伏ETF加仓明显，主力资金连续三日净流入；机构调研频次环比提升50%，聚焦公司支架轻量化与智能化新品进展；风险提示：光伏行业价格战加剧可能压缩支架环节利润空间；原材料钢材价格波动影响成本控制；海外市场拓展进度存在不确定性	公司已成为风电、光伏支架领域知名企业的重要供应商，并持续拓展新能源业务	2026-05-14\|19.90\|-0.60\|19.95\|20.71\|19.80\|51061;2026-05-15\|19.91\|0.05\|19.87\|20.15\|19.61\|41295;2026-05-18\|19.43\|-2.41\|20.10\|20.26\|19.22\|42988;2026-05-19\|19.41\|-0.10\|19.46\|19.57\|19.06\|36740;2026-05-20\|19.12\|-1.49\|19.44\|19.44\|18.94\|24865;2026-05-21\|18.62\|-2.62\|19.05\|19.29\|18.50\|44835;2026-05-22\|20.05\|7.68\|18.50\|20.14\|18.30\|64719;2026-05-25\|19.00\|-5.24\|20.00\|20.81\|18.56\|99779;2026-05-26\|19.03\|0.16\|19.16\|20.21\|18.94\|89889;2026-05-27\|18.43\|-3.15\|19.00\|19.10\|18.30\|51527;2026-05-28\|19.30\|4.72\|18.19\|19.56\|18.10\|52634;2026-05-29\|18.04\|-6.53\|19.18\|19.29\|18.00\|45190;2026-06-01\|18.83\|4.38\|18.09\|19.84\|18.00\|90346;2026-06-02\|18.60\|-1.22\|19.21\|19.25\|18.33\|54520;2026-06-03\|18.26\|-1.83\|18.68\|18.82\|18.11\|40990;2026-06-04\|17.98\|-1.53\|18.29\|18.41\|17.73\|30517;2026-06-05\|17.75\|-1.28\|17.97\|18.65\|17.70\|52182;2026-06-08\|17.78\|0.17\|17.32\|18.70\|17.08\|57541;2026-06-09\|18.12\|1.91\|17.95\|18.57\|17.68\|46676;2026-06-10\|17.97\|-0.83\|18.18\|18.65\|17.33\|42210;2026-06-11\|17.46\|-2.84\|17.80\|18.18\|17.28\|32080;2026-06-12\|18.34\|5.04\|17.66\|18.65\|17.40\|55560;2026-06-15\|17.79\|-3.00\|18.50\|18.80\|17.75\|45780;2026-06-16\|18.68\|5.00\|17.96\|18.80\|17.62\|53095;2026-06-17\|18.52\|-0.86\|18.61\|19.05\|18.42\|34293;2026-06-18\|18.25\|-1.46\|18.31\|18.52\|18.00\|38460;2026-06-22\|17.23\|-5.59\|18.40\|18.40\|16.66\|65491;2026-06-23\|18.37\|6.62\|17.11\|18.55\|17.06\|69856;2026-06-24\|19.32\|5.17\|18.40\|19.50\|18.02\|104767;2026-06-25\|17.69\|-8.44\|19.01\|19.66\|17.40\|109153;2026-06-26\|17.30\|-2.20\|17.56\|17.85\|17.08\|45810;2026-06-29\|16.32\|-5.66\|17.07\|17.28\|16.05\|47768;2026-06-30\|16.52\|1.23\|16.33\|16.67\|16.14\|32397;2026-07-01\|16.84\|1.94\|16.66\|17.33\|16.53\|37896;2026-07-02\|17.21\|2.20\|16.80\|17.87\|16.60\|45544;2026-07-03\|18.02\|4.71\|17.23\|18.65\|17.17\|73955;2026-07-06\|16.30\|-9.54\|19.82\|19.82\|16.25\|140755;2026-07-07\|17.93\|10.00\|16.36\|17.93\|16.36\|49831;2026-07-08\|16.96\|-5.41\|16.43\|17.84\|16.43\|85495;2026-07-09\|16.56\|-2.36\|17.02\|17.38\|16.25\|52535;2026-07-10\|16.30\|-1.57\|16.72\|16.86\|16.27\|37209;2026-07-13\|15.34\|-5.89\|16.29\|16.29\|15.30\|35567;2026-07-14\|15.30\|-0.26\|15.21\|15.48\|14.76\|24183;2026-07-15\|15.21\|-0.59\|15.27\|15.59\|15.01\|18489;2026-07-16\|14.56\|-4.27\|15.23\|15.38\|14.51\|27243;2026-07-17\|14.03\|-3.64\|14.74\|14.81\|13.98\|32122;2026-07-20\|13.00\|-7.34\|14.02\|14.56\|12.84\|36462;2026-07-21\|13.30\|2.31\|13.15\|13.50\|11.76\|52019;2026-07-22\|12.95\|-2.63\|13.15\|13.39\|12.85\|25881;2026-07-23\|13.55\|4.63\|12.85\|13.58\|12.81\|28212;2026-07-24\|13.20\|-2.58\|13.34\|13.70\|13.20\|25832;2026-07-27\|13.88\|5.15\|13.40\|13.96\|13.18\|25287;2026-07-28\|14.25\|2.67\|13.62\|15.27\|13.57\|45524;2026-07-29\|14.17\|-0.56\|13.95\|14.22\|13.64\|33044;2026-07-30\|13.63\|-3.81\|14.11\|14.37\|13.60\|34602;2026-07-31\|14.29\|4.84\|13.64\|14.52\|13.64\|30246;2026-08-03\|14.92\|4.41\|14.56\|15.00\|14.29\|24534;2026-08-04\|15.43\|3.42\|14.95\|15.47\|14.88\|25892;2026-08-05\|15.78\|2.27\|15.70\|15.88\|15.20\|28387;2026-08-06\|15.70\|-0.51\|15.77\|15.95\|15.39\|22766;2026-08-07\|15.83\|0.83\|15.66\|15.89\|15.31\|20214;2026-08-10\|16.03\|1.26\|15.79\|16.06\|15.52\|17491;2026-08-11\|16.54\|3.18\|16.00\|16.88\|15.90\|32012;2026-08-12\|16.71\|1.03\|16.64\|16.77\|16.47\|21502;2026-08-13\|16.38\|-1.97\|16.74\|17.12\|16.34\|28003;2026-08-14\|16.67\|1.77\|16.57\|16.79\|16.30\|20530;2026-08-17\|16.93\|1.56\|16.68\|17.05\|16.61\|28454;2026-08-18\|17.41\|2.84\|16.93\|17.47\|16.70\|33100;2026-08-19\|16.64\|-4.42\|17.25\|17.38\|16.52\|26959;2026-08-20\|16.75\|0.66\|16.60\|17.08\|16.60\|20852;2026-08-21\|17.03\|1.67\|16.75\|17.08\|16.36\|24139;2026-08-24\|16.60\|-2.52\|17.35\|17.35\|16.32\|22309;2026-08-25\|16.91\|1.87\|16.45\|17.05\|16.35\|28506;2026-08-26\|16.86\|-0.30\|17.02\|17.14\|16.60\|19866;2026-08-27\|16.91\|0.30\|16.75\|17.01\|16.75\|23040;2026-08-28\|17.03\|0.71\|16.99\|17.29\|16.83\|24377;2026-08-31\|17.21\|1.06\|16.84\|17.46\|16.84\|21403;2026-09-01\|17.42\|1.22\|17.23\|17.54\|17.21\|25509;2026-09-02\|17.43\|0.06\|17.48\|17.60\|17.20\|25747;2026-09-03\|17.02\|-2.35\|17.40\|17.50\|16.98\|44785;2026-09-04\|16.67\|-2.06\|17.22\|17.26\|16.51\|31957;2026-09-07\|16.91\|1.44\|16.76\|17.00\|16.56\|24272;2026-09-08\|17.19\|1.66\|16.97\|17.26\|16.77\|21545;2026-09-09\|17.21\|0.12\|17.20\|17.45\|17.15\|20380;2026-09-10\|17.19\|-0.12\|17.23\|17.35\|17.11\|17032;2026-09-11\|16.79\|-2.33\|17.13\|17.13\|16.55\|18141;2026-09-14\|16.84\|0.30\|17.01\|17.01\|16.46\|14277;2026-09-15\|16.31\|-3.15\|16.84\|16.85\|16.29\|15119;2026-09-16\|16.38\|0.43\|16.29\|16.56\|16.08\|10825;2026-09-17\|16.56\|1.10\|16.38\|16.61\|16.28\|14187
112481	《光伏组件安全要求》、《光伏组件铭牌标识要求》发布	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	1、公司是国内最大的热熔胶生产企业之一，生产太阳能电池封装用EVA胶膜，拟定增12亿元扩产光伏胶膜； 2、控股子公司烟台信友作为华为的二级供应商，在手机摄像头，手机结构防水，笔记本电池控制板的保护等方面为华为的产品提供胶黏剂的应用和解决方案	2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978;2026-07-14\|7.27\|1.68\|7.15\|7.34\|7.01\|205542;2026-07-15\|7.45\|2.48\|7.27\|8.00\|7.01\|327335;2026-07-16\|7.26\|-2.55\|7.29\|7.50\|7.21\|230532;2026-07-17\|6.73\|-7.30\|7.21\|7.31\|6.63\|246075;2026-07-20\|6.06\|-9.96\|6.77\|6.80\|6.06\|270595;2026-07-21\|6.12\|0.99\|6.07\|6.14\|5.51\|270851;2026-07-22\|6.00\|-1.96\|6.00\|6.20\|5.95\|148969;2026-07-23\|6.09\|1.50\|6.02\|6.12\|5.93\|131626;2026-07-24\|6.01\|-1.31\|6.03\|6.27\|5.90\|152065;2026-07-27\|6.61\|9.98\|6.01\|6.61\|5.98\|132370;2026-07-28\|7.03\|6.35\|6.86\|7.27\|6.82\|463052;2026-07-29\|6.68\|-4.98\|6.85\|7.00\|6.54\|316800;2026-07-30\|6.62\|-0.90\|6.59\|6.80\|6.56\|200864;2026-07-31\|6.93\|4.68\|6.78\|7.11\|6.71\|227519;2026-08-03\|6.95\|0.29\|6.88\|7.02\|6.85\|128258;2026-08-04\|7.10\|2.16\|7.00\|7.15\|6.91\|142311;2026-08-05\|7.20\|1.41\|7.08\|7.26\|7.05\|141241;2026-08-06\|7.59\|5.42\|7.18\|7.79\|7.14\|275662;2026-08-07\|7.65\|0.79\|7.54\|7.67\|7.41\|182181;2026-08-10\|7.95\|3.92\|7.67\|7.98\|7.55\|191071;2026-08-11\|8.03\|1.01\|7.95\|8.13\|7.85\|160126;2026-08-12\|8.83\|9.96\|8.00\|8.83\|7.99\|266547;2026-08-13\|9.71\|9.97\|8.99\|9.71\|8.50\|675858;2026-08-14\|10.68\|9.99\|10.19\|10.68\|10.19\|253789;2026-08-17\|11.75\|10.02\|11.75\|11.75\|11.75\|118591;2026-08-18\|11.19\|-4.77\|12.93\|12.93\|10.58\|1626952;2026-08-19\|10.07\|-10.01\|10.07\|10.40\|10.07\|608735;2026-08-20\|9.06\|-10.03\|9.35\|9.55\|9.06\|1006993;2026-08-21\|9.97\|10.04\|8.59\|9.97\|8.59\|1172899;2026-08-24\|10.97\|10.03\|9.97\|10.97\|9.76\|1169260;2026-08-25\|10.94\|-0.27\|10.94\|11.46\|10.35\|1178608;2026-08-26\|11.18\|2.19\|11.14\|11.72\|10.63\|1017150;2026-08-27\|10.87\|-2.77\|10.96\|11.48\|10.60\|1031414;2026-08-28\|11.02\|1.38\|10.78\|11.96\|10.60\|1515969;2026-08-31\|10.55\|-4.26\|10.80\|11.15\|10.28\|1059155;2026-09-01\|11.20\|6.16\|10.76\|11.40\|10.76\|993866;2026-09-02\|11.49\|2.59\|11.22\|12.00\|11.22\|916253;2026-09-03\|11.17\|-2.79\|11.54\|11.75\|11.09\|589536;2026-09-04\|10.54\|-5.64\|11.16\|11.38\|10.46\|596551;2026-09-07\|10.89\|3.32\|10.65\|11.40\|10.47\|686110;2026-09-08\|10.19\|-6.43\|10.85\|11.03\|10.07\|746684;2026-09-09\|10.30\|1.08\|10.25\|11.21\|10.20\|1158677;2026-09-10\|9.63\|-6.50\|10.19\|10.19\|9.53\|919078;2026-09-11\|9.18\|-4.67\|9.33\|9.47\|8.99\|546950;2026-09-14\|9.15\|-0.33\|9.21\|9.28\|8.80\|340826;2026-09-15\|9.00\|-1.64\|9.00\|9.25\|8.90\|324725;2026-09-16\|9.51\|5.67\|9.01\|9.61\|8.85\|545052;2026-09-17\|9.26\|-2.63\|9.50\|9.67\|9.22\|374978
112480	《光伏组件安全要求》、《光伏组件铭牌标识要求》发布	固态电池+光伏+一季报增长行业原因： 1、据5月26日工信微报消息，《光伏组件安全要求》和《光伏组件铭牌标识要求》两项强制性国家标准，于2026年5月25日正式发布，将对规范光伏行业竞争秩序、推动产业升级发展起到重要作用。 2、储能板块活跃，光伏板块随之走强。公司原因： 1、据2026年5月27日异动公告，此前公司二级控股子公司安徽国晟新能源拟以2.3亿元增资铁岭环球，投建固态电池产业链智能制造项目。 2、据2026年5月27日公告，公司主营业务为光伏和生态园林双主业，光伏业务包括异质结、TOPCON等电池/组件的生产与销售。 3、据2026年4月30日公告，公司2026年一季度实现营收1.20亿元，同比增长25.02%；归母净利润-3483.52万元，亏损同比缩小16.93%。	全球前三大异质结产品制造商；消息称公司近期成功为某商业航天公司6U立方卫星提供HJT光伏系统，单星输出功率15W，较砷化镓方案效率提升18%、重量减轻25%，且已稳定运行超1年	2026-05-14\|22.53\|-6.67\|23.36\|23.90\|22.51\|513962;2026-05-15\|21.82\|-3.15\|21.94\|23.00\|21.00\|547789;2026-05-18\|22.46\|2.93\|21.60\|22.79\|21.40\|374884;2026-05-19\|23.78\|5.88\|23.48\|23.79\|22.80\|438757;2026-05-20\|24.91\|4.75\|24.00\|25.00\|24.00\|572582;2026-05-21\|23.79\|-4.50\|24.38\|24.68\|23.00\|530017;2026-05-22\|23.89\|0.42\|23.00\|23.98\|22.31\|443862;2026-05-25\|21.50\|-10.00\|22.19\|22.68\|21.50\|449662;2026-05-26\|19.35\|-10.00\|19.38\|20.60\|19.35\|658994;2026-05-27\|18.93\|-2.17\|19.38\|19.98\|18.03\|714018;2026-05-28\|17.10\|-9.67\|18.60\|18.65\|17.08\|682875;2026-05-29\|16.72\|-2.22\|17.43\|17.65\|16.61\|527373;2026-06-01\|18.39\|9.99\|16.51\|18.39\|16.51\|639594;2026-06-02\|18.28\|-0.60\|17.94\|19.80\|17.82\|720991;2026-06-03\|18.52\|1.31\|18.28\|19.13\|17.18\|582891;2026-06-04\|18.08\|-2.38\|18.85\|19.13\|18.00\|464013;2026-06-05\|17.23\|-4.70\|18.08\|18.46\|17.20\|462954;2026-06-08\|18.95\|9.98\|18.90\|18.95\|18.03\|406691;2026-06-09\|19.99\|5.49\|19.56\|20.30\|19.01\|916022;2026-06-10\|20.40\|2.05\|19.99\|20.86\|19.60\|878974;2026-06-11\|19.80\|-2.94\|20.81\|21.80\|19.20\|890126;2026-06-12\|18.24\|-7.88\|19.50\|19.70\|18.20\|743229;2026-06-15\|17.82\|-2.30\|18.60\|18.84\|17.30\|719401;2026-06-16\|16.04\|-9.99\|16.54\|16.84\|16.04\|812373;2026-06-17\|16.64\|3.74\|15.86\|16.99\|15.50\|872591;2026-06-18\|14.98\|-9.98\|16.28\|16.34\|14.98\|829732;2026-06-22\|14.49\|-3.27\|14.32\|15.01\|14.08\|837262;2026-06-23\|13.79\|-4.83\|14.68\|15.37\|13.77\|902428;2026-06-24\|13.47\|-2.32\|14.14\|14.20\|12.88\|919199;2026-06-25\|13.17\|-2.23\|13.34\|13.68\|12.97\|656955;2026-06-26\|12.33\|-6.38\|13.30\|13.36\|12.30\|673346;2026-06-29\|12.10\|-1.87\|12.56\|12.60\|11.67\|659056;2026-06-30\|12.30\|1.65\|12.11\|12.87\|12.11\|549299;2026-07-01\|11.72\|-4.72\|12.30\|12.38\|11.72\|615469;2026-07-02\|12.89\|9.98\|11.77\|12.89\|11.66\|409582;2026-07-03\|11.62\|-9.85\|12.98\|13.30\|11.60\|674794;2026-07-06\|10.46\|-9.98\|11.53\|11.68\|10.46\|711010;2026-07-07\|10.95\|4.68\|10.40\|11.30\|9.98\|1428961;2026-07-08\|10.92\|-0.27\|10.41\|11.50\|10.10\|1279057;2026-07-09\|11.02\|0.92\|11.11\|11.66\|10.68\|903878;2026-07-10\|11.32\|2.72\|11.01\|11.86\|10.82\|948307;2026-07-13\|10.19\|-9.98\|11.10\|11.30\|10.19\|624014;2026-07-14\|10.05\|-1.37\|10.00\|10.23\|9.77\|585029;2026-07-15\|9.83\|-2.19\|10.20\|10.75\|9.78\|588967;2026-07-16\|9.80\|-0.31\|9.59\|10.11\|9.54\|551468;2026-07-17\|8.85\|-9.69\|9.80\|9.80\|8.82\|605290;2026-07-20\|8.40\|-5.08\|8.95\|9.74\|8.21\|1105737;2026-07-21\|8.57\|2.02\|8.42\|8.60\|7.56\|909199;2026-07-22\|8.45\|-1.40\|8.32\|8.68\|8.32\|520100;2026-07-23\|8.84\|4.62\|8.36\|9.07\|8.36\|583918;2026-07-24\|8.46\|-4.30\|8.59\|8.95\|8.45\|414043;2026-07-27\|8.97\|6.03\|8.44\|8.98\|8.33\|450678;2026-07-28\|9.02\|0.56\|8.92\|9.76\|8.92\|791420;2026-07-29\|8.89\|-1.44\|8.98\|9.14\|8.61\|592880;2026-07-30\|8.50\|-4.39\|8.78\|9.29\|8.49\|530502;2026-07-31\|9.04\|6.35\|8.64\|9.35\|8.64\|802623;2026-08-03\|9.94\|9.96\|9.12\|9.94\|9.01\|475312;2026-08-04\|10.38\|4.43\|10.20\|10.50\|9.88\|1134212;2026-08-05\|10.64\|2.50\|10.37\|10.69\|10.30\|864180;2026-08-06\|10.81\|1.60\|10.65\|10.88\|10.57\|719865;2026-08-07\|10.72\|-0.83\|10.88\|10.97\|10.56\|528289;2026-08-10\|10.92\|1.87\|10.72\|10.93\|10.60\|425632;2026-08-11\|10.83\|-0.82\|10.72\|10.95\|10.70\|307291;2026-08-12\|11.13\|2.77\|10.90\|11.16\|10.82\|387174;2026-08-13\|10.67\|-4.13\|11.00\|11.25\|10.65\|470939;2026-08-14\|10.43\|-2.25\|10.66\|10.83\|10.20\|411035;2026-08-17\|10.64\|2.01\|10.63\|10.76\|10.37\|313166;2026-08-18\|10.38\|-2.44\|10.80\|10.83\|10.27\|301429;2026-08-19\|9.50\|-8.48\|10.36\|10.38\|9.46\|395715;2026-08-20\|9.35\|-1.58\|9.57\|9.62\|9.28\|284385;2026-08-21\|9.41\|0.64\|9.28\|9.50\|9.05\|249613;2026-08-24\|9.27\|-1.49\|9.40\|9.52\|9.07\|279076;2026-08-25\|9.39\|1.29\|9.19\|9.45\|9.01\|215343;2026-08-26\|9.35\|-0.43\|9.44\|9.64\|9.25\|197198;2026-08-27\|9.42\|0.75\|9.33\|9.44\|9.21\|211502;2026-08-28\|10.36\|9.98\|9.42\|10.36\|9.38\|460112;2026-08-31\|9.80\|-5.41\|10.18\|10.26\|9.58\|907987;2026-09-01\|9.77\|-0.31\|9.78\|10.05\|9.69\|586632;2026-09-02\|10.75\|10.03\|9.70\|10.75\|9.58\|807087;2026-09-03\|10.51\|-2.23\|10.96\|11.14\|10.47\|1205582;2026-09-04\|10.79\|2.66\|10.63\|11.42\|10.44\|1146645;2026-09-07\|10.50\|-2.69\|10.77\|10.93\|10.43\|722966;2026-09-08\|10.68\|1.71\|10.49\|10.99\|10.42\|774477;2026-09-09\|10.51\|-1.59\|10.70\|10.77\|10.48\|518866;2026-09-10\|10.42\|-0.86\|10.41\|10.74\|10.22\|510074;2026-09-11\|9.98\|-4.22\|10.38\|10.38\|9.70\|566404;2026-09-14\|9.73\|-2.50\|9.96\|10.06\|9.70\|421262;2026-09-15\|9.16\|-5.86\|9.69\|9.80\|9.15\|454931;2026-09-16\|9.27\|1.20\|9.10\|9.40\|8.96\|407825;2026-09-17\|8.88\|-4.21\|9.14\|9.20\|8.86\|424128
112479	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：子公司获半导体掩模版直写光刻机订单，叠加存储产业链情绪升温，设备端国产替代逻辑共振；涨停缘由：子公司洪镭光学斩获关键设备订单，填补国内高端掩模版制造装备空白；公司具备光刻+镀膜+检测全链条能力，直接受益于先进封装对高精度掩模版需求激增；资金逻辑：游资主导拉升，开源证券西安太华路营业部三日净买入超亿元，换手率连续两日超25%，量价配合明显，显示短线资金抢筹设备卡点环节；风险提示：订单尚未披露金额与交付周期，主业仍以传统光学为主，半导体设备营收占比低，业绩兑现存在不确定性	子公司洪镭光学获得半导体掩模版直写光刻机订单	2026-05-14\|57.20\|-0.71\|57.00\|59.59\|54.76\|96401;2026-05-15\|57.36\|0.28\|56.93\|59.18\|56.12\|73280;2026-05-18\|55.94\|-2.48\|56.30\|58.40\|55.15\|77827;2026-05-19\|57.60\|2.97\|55.52\|57.64\|54.01\|76427;2026-05-20\|58.90\|2.26\|57.62\|59.27\|57.62\|71369;2026-05-21\|56.93\|-3.34\|59.46\|62.88\|56.66\|104044;2026-05-22\|62.62\|9.99\|56.93\|62.62\|56.93\|111392;2026-05-25\|64.60\|3.16\|68.42\|68.52\|62.20\|160217;2026-05-26\|65.50\|1.39\|64.79\|66.06\|61.62\|101763;2026-05-27\|61.01\|-6.86\|67.00\|67.50\|59.80\|110554;2026-05-28\|61.18\|0.28\|61.31\|62.00\|59.60\|67966;2026-05-29\|61.76\|0.95\|62.58\|66.51\|59.00\|134983;2026-06-01\|65.99\|6.85\|61.89\|67.94\|60.58\|175350;2026-06-02\|70.99\|7.58\|63.50\|72.59\|63.50\|187970;2026-06-03\|75.87\|6.87\|70.92\|75.97\|68.01\|198416;2026-06-04\|77.00\|1.49\|74.20\|80.40\|73.70\|183792;2026-06-05\|76.55\|-0.58\|76.00\|80.49\|72.60\|141042;2026-06-08\|72.88\|-4.79\|72.96\|76.68\|70.13\|124310;2026-06-09\|75.00\|2.91\|74.00\|76.29\|73.07\|81033;2026-06-10\|79.00\|5.33\|74.30\|82.30\|73.30\|122016;2026-06-11\|74.30\|-5.95\|79.13\|79.13\|72.00\|113178;2026-06-12\|68.03\|-8.44\|75.79\|76.50\|67.52\|150935;2026-06-15\|74.83\|10.00\|68.85\|74.83\|68.58\|102484;2026-06-16\|80.60\|7.71\|77.20\|81.19\|76.01\|115101;2026-06-17\|81.33\|0.91\|79.84\|81.80\|77.50\|105645;2026-06-18\|80.62\|-0.87\|81.00\|81.80\|78.71\|74070;2026-06-22\|76.69\|-4.87\|80.61\|83.62\|74.71\|122807;2026-06-23\|74.41\|-2.97\|75.08\|76.98\|73.25\|66323;2026-06-24\|77.23\|3.79\|74.52\|77.77\|71.98\|74242;2026-06-25\|84.95\|10.00\|80.03\|84.95\|78.00\|77643;2026-06-26\|88.46\|4.13\|86.15\|92.23\|83.40\|152233;2026-06-29\|81.10\|-8.32\|88.55\|88.95\|79.61\|115679;2026-06-30\|81.29\|0.23\|81.20\|83.82\|78.80\|93478;2026-07-01\|81.20\|-0.11\|82.00\|86.18\|76.50\|118321;2026-07-02\|79.66\|-1.90\|77.00\|83.56\|75.99\|81582;2026-07-03\|76.86\|-3.51\|78.00\|81.56\|76.86\|70746;2026-07-06\|84.55\|10.01\|76.14\|84.55\|76.14\|204952;2026-07-07\|86.30\|2.07\|84.55\|88.15\|82.34\|158550;2026-07-08\|79.10\|-8.34\|88.03\|88.03\|78.75\|104004;2026-07-09\|82.60\|4.42\|79.91\|84.23\|77.00\|111466;2026-07-10\|84.38\|2.15\|83.00\|90.50\|81.13\|125759;2026-07-13\|81.82\|-3.03\|82.25\|87.40\|78.63\|113664;2026-07-14\|75.46\|-7.77\|81.00\|84.85\|73.64\|163121;2026-07-15\|79.21\|4.97\|70.87\|82.56\|70.87\|141670;2026-07-16\|74.55\|-5.88\|77.66\|81.80\|74.28\|81577;2026-07-17\|67.10\|-9.99\|75.00\|75.90\|67.10\|72131;2026-07-20\|60.39\|-10.00\|68.61\|68.75\|60.39\|85999;2026-07-21\|65.16\|7.90\|59.20\|65.18\|54.35\|130228;2026-07-22\|67.40\|3.44\|65.99\|71.00\|64.00\|93118;2026-07-23\|65.29\|-3.13\|68.50\|68.74\|64.22\|58109;2026-07-24\|63.90\|-2.13\|64.27\|68.00\|63.01\|42288;2026-07-27\|65.70\|2.82\|63.38\|65.86\|60.74\|51334;2026-07-28\|62.36\|-5.08\|64.51\|67.50\|61.71\|56085;2026-07-29\|57.44\|-7.89\|61.74\|63.95\|56.12\|83812;2026-07-30\|51.70\|-9.99\|57.43\|58.16\|51.70\|76969;2026-07-31\|50.45\|-2.42\|53.86\|55.86\|50.12\|121321;2026-08-03\|47.70\|-5.45\|50.83\|51.28\|47.00\|101673;2026-08-04\|52.47\|10.00\|48.00\|52.47\|46.73\|100741;2026-08-05\|55.75\|6.25\|52.39\|56.88\|51.50\|81133;2026-08-06\|60.38\|8.30\|54.96\|60.99\|54.96\|86191;2026-08-07\|62.40\|3.35\|60.38\|63.78\|59.11\|99185;2026-08-10\|62.85\|0.72\|62.11\|62.95\|59.55\|61810;2026-08-11\|63.06\|0.33\|62.76\|64.67\|62.30\|55205;2026-08-12\|65.48\|3.84\|63.77\|65.74\|63.00\|53242;2026-08-13\|64.00\|-2.26\|67.00\|67.00\|63.68\|52626;2026-08-14\|68.81\|7.52\|63.70\|69.48\|63.64\|73952;2026-08-17\|73.32\|6.55\|69.39\|73.58\|69.10\|72589;2026-08-18\|73.05\|-0.37\|74.33\|74.54\|70.34\|57414;2026-08-19\|66.93\|-8.38\|71.30\|72.30\|66.04\|73015;2026-08-20\|67.89\|1.43\|69.00\|69.84\|66.54\|49048;2026-08-21\|67.10\|-1.16\|67.80\|68.88\|65.50\|37300;2026-08-24\|65.42\|-2.50\|67.01\|68.65\|63.50\|46071;2026-08-25\|66.16\|1.13\|64.70\|67.40\|62.87\|38695;2026-08-26\|60.39\|-8.72\|68.31\|68.90\|59.65\|100215;2026-08-27\|65.22\|8.00\|61.02\|65.90\|60.48\|78284;2026-08-28\|61.63\|-5.50\|66.18\|66.18\|61.51\|58048;2026-08-31\|63.19\|2.53\|59.47\|63.31\|59.47\|36365;2026-09-01\|61.18\|-3.18\|63.37\|64.60\|60.08\|45156;2026-09-02\|59.30\|-3.07\|60.60\|61.86\|59.01\|41097;2026-09-03\|57.78\|-2.56\|59.35\|60.04\|57.10\|47662;2026-09-04\|56.15\|-2.82\|58.20\|59.90\|55.45\|43191;2026-09-07\|57.65\|2.67\|56.55\|58.78\|56.19\|48960;2026-09-08\|57.40\|-0.43\|57.11\|58.64\|56.70\|39967;2026-09-09\|57.90\|0.87\|57.90\|60.66\|57.41\|74112;2026-09-10\|57.54\|-0.62\|57.29\|58.13\|56.34\|33844;2026-09-11\|56.08\|-2.54\|56.79\|57.37\|54.60\|46094;2026-09-14\|58.51\|4.33\|55.30\|60.00\|54.21\|61943;2026-09-15\|58.23\|-0.48\|58.48\|60.10\|57.25\|51273;2026-09-16\|59.52\|2.22\|58.22\|60.15\|56.68\|57326;2026-09-17\|57.85\|-2.81\|59.20\|60.01\|57.50\|41053

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