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
43099		光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	1、公司59.35亿元收购光通信公司索尔思光电100%股份；公司是苹果等产品线软板重要供应商 2、公司预告一季报净利润同比增长119.36%-152.27%，因“消费电子、汽车及通讯等行业的印刷线路板、精密组件及光电模组出货保持稳定；AI算力需求强劲驱动了AI基础设施的加速投资，索尔思的光模块产品不断导入新的大客户，成为了公司新的核心利润增长点”	2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956
43098	国家队长征系列火箭迎来密集首飞	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	公司表示生产的锗可用于卫星太阳翼	2026-03-16\|43.48\|0.00\|43.50\|44.00\|42.33\|27623;2026-03-17\|44.10\|1.43\|43.48\|45.50\|42.82\|53607;2026-03-18\|44.70\|1.36\|44.20\|44.88\|44.00\|25774;2026-03-19\|42.49\|-4.94\|44.23\|44.33\|42.11\|37854;2026-03-20\|41.73\|-1.79\|42.63\|43.43\|41.68\|24643;2026-03-23\|40.89\|-2.01\|41.10\|43.26\|40.00\|44885;2026-03-24\|45.00\|10.05\|41.98\|45.78\|41.44\|78622;2026-03-25\|45.69\|1.53\|45.91\|46.38\|44.70\|59364;2026-03-26\|44.77\|-2.01\|46.21\|46.34\|44.40\|41091;2026-03-27\|46.70\|4.31\|44.30\|46.80\|44.30\|76380;2026-03-30\|47.90\|2.57\|45.99\|48.21\|45.61\|79763;2026-03-31\|47.94\|0.08\|47.00\|49.46\|47.00\|83131;2026-04-01\|48.72\|1.63\|48.85\|49.80\|48.17\|77389;2026-04-02\|47.76\|-1.97\|48.49\|49.20\|47.34\|59547;2026-04-03\|48.41\|1.36\|47.79\|50.14\|46.91\|82871;2026-04-07\|49.99\|3.26\|48.50\|50.50\|48.00\|83744;2026-04-08\|51.20\|2.42\|50.00\|51.73\|49.31\|97164;2026-04-09\|61.44\|20.00\|51.00\|61.44\|50.35\|214152;2026-04-10\|67.81\|10.37\|61.39\|69.42\|61.39\|300134;2026-04-13\|68.31\|0.74\|67.67\|69.70\|63.83\|180030;2026-04-14\|67.16\|-1.68\|69.05\|69.95\|64.80\|108279;2026-04-15\|67.15\|-0.01\|67.00\|69.50\|64.24\|112866;2026-04-16\|67.01\|-0.21\|67.00\|67.90\|65.00\|93442;2026-04-17\|70.92\|5.83\|68.35\|74.90\|65.80\|221996;2026-04-20\|76.00\|7.16\|70.26\|81.55\|69.15\|216022;2026-04-21\|80.26\|5.61\|75.02\|84.48\|74.10\|191041;2026-04-22\|90.10\|12.26\|79.32\|94.43\|75.87\|216860;2026-04-23\|87.07\|-3.36\|90.18\|92.98\|86.00\|145529;2026-04-24\|101.90\|17.03\|91.07\|103.52\|90.62\|171024;2026-04-27\|98.60\|-3.24\|98.88\|100.93\|93.00\|171780;2026-04-28\|95.55\|-3.09\|96.82\|101.45\|93.96\|123320;2026-04-29\|94.33\|-1.28\|94.24\|97.42\|91.65\|136395;2026-04-30\|96.80\|2.62\|94.36\|99.97\|92.18\|119658;2026-05-06\|110.54\|14.19\|101.32\|113.88\|101.32\|138290;2026-05-07\|113.60\|2.77\|112.31\|118.00\|105.60\|158802;2026-05-08\|115.20\|1.41\|111.65\|118.99\|110.31\|118049;2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646
43097	国家队长征系列火箭迎来密集首飞	数据中心电源+商业航天+锯切龙头行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年11月17日互动易，公司大功率电源业务含数据中心电源，为客户代工服务器电源模块产品。 2、据2025年半年度报告，公司为中国航天中国运载火箭技术研究院认可的硬质合金带锯条合格供应商。 3、据2024年年度报告，公司掌握双金属带锯条规模化工艺，为工信部制造业单项冠军示范企业，产品出口50多国。	公司是掌握双金属带锯条生产工艺并实现规模化生产的业内领先企业，系中国航天中国运载火箭技术研究院认可的硬质合金带锯条合格供应商	2026-03-16\|24.10\|3.12\|23.37\|24.69\|22.76\|334856;2026-03-17\|22.69\|-5.85\|24.07\|24.23\|22.60\|232192;2026-03-18\|23.61\|4.05\|23.09\|23.70\|22.82\|209476;2026-03-19\|23.48\|-0.55\|23.01\|24.80\|22.95\|245108;2026-03-20\|22.46\|-4.34\|24.01\|24.13\|22.39\|277138;2026-03-23\|22.11\|-1.56\|22.00\|23.34\|21.83\|280573;2026-03-24\|22.45\|1.54\|22.55\|22.88\|21.50\|225161;2026-03-25\|21.28\|-5.21\|21.93\|22.07\|20.92\|344183;2026-03-26\|20.65\|-2.96\|21.03\|21.76\|20.50\|196967;2026-03-27\|21.50\|4.12\|20.36\|21.75\|20.10\|206516;2026-03-30\|21.04\|-2.14\|20.55\|21.31\|20.10\|235928;2026-03-31\|20.81\|-1.09\|20.95\|22.00\|20.45\|184148;2026-04-01\|21.33\|2.50\|21.31\|21.73\|21.12\|149242;2026-04-02\|20.54\|-3.70\|21.13\|21.20\|20.33\|118649;2026-04-03\|20.67\|0.63\|20.74\|21.39\|20.38\|162804;2026-04-07\|21.50\|4.02\|20.51\|22.50\|20.51\|260466;2026-04-08\|22.73\|5.72\|22.50\|22.82\|21.99\|226269;2026-04-09\|25.00\|9.99\|22.81\|25.00\|22.70\|247557;2026-04-10\|23.65\|-5.40\|24.86\|24.86\|23.51\|433238;2026-04-13\|24.06\|1.73\|23.24\|24.70\|23.21\|313196;2026-04-14\|24.35\|1.21\|24.34\|24.48\|23.80\|255799;2026-04-15\|24.46\|0.45\|24.30\|25.10\|24.00\|285913;2026-04-16\|24.78\|1.31\|24.43\|25.17\|24.27\|248078;2026-04-17\|25.44\|2.66\|24.84\|25.88\|24.84\|370876;2026-04-20\|27.98\|9.98\|27.98\|27.98\|27.98\|94534;2026-04-21\|26.68\|-4.65\|27.50\|27.90\|26.08\|495769;2026-04-22\|26.63\|-0.19\|26.69\|27.06\|25.50\|350567;2026-04-23\|26.07\|-2.10\|26.01\|26.62\|25.73\|239444;2026-04-24\|26.66\|2.26\|25.63\|28.00\|24.81\|471231;2026-04-27\|26.72\|0.23\|26.70\|27.57\|25.66\|394584;2026-04-28\|25.75\|-3.63\|26.40\|26.91\|25.58\|289562;2026-04-29\|25.96\|0.82\|25.36\|26.30\|25.36\|213344;2026-04-30\|26.58\|2.39\|26.49\|26.88\|25.78\|222148;2026-05-06\|27.79\|4.55\|27.87\|28.60\|27.01\|319726;2026-05-07\|27.89\|0.36\|27.92\|28.44\|27.52\|271703;2026-05-08\|27.56\|-1.18\|27.66\|28.05\|27.15\|184201;2026-05-11\|27.78\|0.80\|27.72\|27.97\|26.90\|217610;2026-05-12\|27.21\|-2.05\|27.35\|28.00\|26.64\|210747;2026-05-13\|29.93\|10.00\|27.30\|29.93\|27.09\|263232;2026-05-14\|28.15\|-5.95\|28.58\|29.18\|26.94\|539933;2026-05-15\|26.16\|-7.07\|27.56\|28.30\|25.80\|315157;2026-05-18\|25.79\|-1.41\|25.95\|26.80\|25.73\|237209;2026-05-19\|27.31\|5.89\|25.50\|27.80\|24.86\|266629;2026-05-20\|26.98\|-1.21\|27.15\|28.20\|26.67\|162149;2026-05-21\|25.22\|-6.52\|27.01\|27.18\|25.11\|146739;2026-05-22\|26.14\|3.65\|25.36\|26.17\|25.27\|105802;2026-05-25\|26.80\|2.52\|26.28\|27.80\|26.24\|143646;2026-05-26\|24.79\|-7.50\|26.50\|26.81\|24.55\|185092;2026-05-27\|23.44\|-5.45\|24.69\|24.76\|23.29\|151676;2026-05-28\|24.13\|2.94\|23.44\|24.37\|23.11\|127483;2026-05-29\|22.44\|-7.00\|24.01\|24.18\|22.19\|122756;2026-06-01\|22.66\|0.98\|22.45\|23.10\|22.01\|112082;2026-06-02\|22.55\|-0.49\|22.50\|22.86\|21.89\|106959;2026-06-03\|22.77\|0.98\|22.45\|24.29\|22.40\|168693;2026-06-04\|22.82\|0.22\|22.50\|23.64\|22.22\|123144;2026-06-05\|22.91\|0.39\|22.52\|23.32\|21.97\|139136;2026-06-08\|20.94\|-8.60\|22.10\|22.26\|20.62\|174844;2026-06-09\|21.60\|3.15\|21.26\|21.60\|20.93\|125113;2026-06-10\|22.43\|3.84\|22.06\|23.76\|21.09\|429018;2026-06-11\|21.27\|-5.17\|21.78\|21.87\|20.97\|307797;2026-06-12\|21.19\|-0.38\|21.51\|21.95\|21.13\|191166;2026-06-15\|21.96\|3.63\|21.25\|21.98\|21.21\|169981;2026-06-16\|22.32\|1.64\|21.90\|22.55\|21.62\|122791;2026-06-17\|22.14\|-0.81\|22.05\|22.65\|21.90\|127405;2026-06-18\|22.19\|0.23\|22.12\|22.70\|21.95\|128301;2026-06-22\|21.58\|-2.75\|22.09\|22.55\|20.79\|169610;2026-06-23\|21.14\|-2.04\|21.50\|21.68\|20.74\|126134;2026-06-24\|21.15\|0.05\|20.96\|21.50\|20.70\|107262;2026-06-25\|20.41\|-3.50\|21.14\|21.14\|20.30\|122821;2026-06-26\|19.48\|-4.56\|20.17\|20.38\|19.44\|122852;2026-06-29\|19.90\|2.16\|19.28\|20.93\|19.21\|145445;2026-06-30\|21.47\|7.89\|19.90\|21.69\|19.71\|151184;2026-07-01\|21.85\|1.77\|21.79\|23.10\|21.66\|153256;2026-07-02\|22.34\|2.24\|21.93\|23.67\|21.75\|213056;2026-07-03\|23.53\|5.33\|22.55\|24.57\|22.47\|322985;2026-07-06\|23.97\|1.87\|23.24\|24.89\|22.97\|271262;2026-07-07\|22.84\|-4.71\|23.80\|24.47\|22.80\|202610;2026-07-08\|23.00\|0.70\|23.25\|23.98\|22.83\|175215;2026-07-09\|23.30\|1.30\|22.85\|23.39\|22.20\|179765;2026-07-10\|23.30\|0.00\|23.31\|24.19\|22.98\|187984;2026-07-13\|22.04\|-5.41\|23.19\|23.88\|21.77\|147002;2026-07-14\|21.07\|-4.40\|21.91\|22.66\|20.19\|148468;2026-07-15\|20.50\|-2.71\|20.82\|21.39\|20.21\|112655;2026-07-16\|20.44\|-0.29\|20.08\|21.21\|19.82\|117734;2026-07-17\|18.40\|-9.98\|20.20\|20.40\|18.40\|136434;2026-07-20\|16.56\|-10.00\|18.17\|18.42\|16.56\|187683;2026-07-21\|17.41\|5.13\|16.76\|17.45\|14.90\|203590;2026-07-22\|17.87\|2.64\|17.07\|18.59\|16.90\|191063;2026-07-23\|17.60\|-1.51\|17.70\|18.20\|17.35\|115658
43096	国家队长征系列火箭迎来密集首飞	商业航天+深海系泊+索具龙头+年报扭亏行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年12月29日投资者关系活动记录表，公司可回收捕获臂、火箭地面拉索装置等已用于商业航天发射与回收环节。 2、据2025年12月29日投资者关系活动记录表，公司单股永久系泊钢丝绳、系泊纤维缆及系统配件已用于海上风电、海上养殖、海上光伏，是目前唯一具备成套系泊系统设计制造能力的企业。 3、据2026年4月10日公告披露，公司2025年营收25.7亿元，同比增长16.08%，归母净利润1743.64万元，同比扭亏为盈。	公司为商业航天地面发射提供了系统性保障，从生产组装到发射前的安装调试和转运过程都会应用到公司产品	2026-03-16\|14.19\|7.26\|13.88\|14.55\|13.39\|2445350;2026-03-17\|13.48\|-5.00\|13.82\|14.34\|13.39\|1788428;2026-03-18\|13.53\|0.37\|13.48\|13.62\|13.00\|1223762;2026-03-19\|12.88\|-4.80\|13.16\|13.24\|12.75\|870960;2026-03-20\|11.93\|-7.38\|12.65\|12.71\|11.90\|1057063;2026-03-23\|11.46\|-3.94\|11.72\|12.09\|11.34\|972531;2026-03-24\|11.88\|3.66\|11.83\|11.88\|11.47\|677406;2026-03-25\|12.01\|1.09\|12.01\|12.15\|11.89\|508424;2026-03-26\|12.23\|1.83\|12.01\|12.69\|11.82\|1606553;2026-03-27\|12.37\|1.14\|11.81\|12.65\|11.81\|1330746;2026-03-30\|13.09\|5.82\|12.32\|13.15\|12.18\|1834972;2026-03-31\|14.40\|10.01\|12.96\|14.40\|12.81\|1761553;2026-04-01\|14.26\|-0.97\|15.08\|15.38\|14.12\|3106037;2026-04-02\|13.80\|-3.23\|14.18\|14.68\|13.70\|1985940;2026-04-03\|12.78\|-7.39\|13.69\|13.78\|12.71\|1578994;2026-04-07\|12.88\|0.78\|12.73\|13.18\|12.50\|1156592;2026-04-08\|14.17\|10.02\|13.10\|14.17\|12.95\|1297300;2026-04-09\|15.59\|10.02\|14.50\|15.59\|14.50\|2726427;2026-04-10\|15.50\|-0.58\|16.00\|16.66\|15.42\|3578273;2026-04-13\|16.34\|5.42\|15.56\|16.66\|15.56\|2676106;2026-04-14\|17.15\|4.96\|16.34\|17.21\|16.01\|2893640;2026-04-15\|18.29\|6.65\|17.03\|18.71\|16.80\|2871134;2026-04-16\|18.51\|1.20\|18.01\|19.68\|17.50\|2929182;2026-04-17\|19.06\|2.97\|18.07\|19.30\|18.01\|2235985;2026-04-20\|19.47\|2.15\|19.20\|20.00\|18.80\|2775632;2026-04-21\|21.42\|10.02\|19.00\|21.42\|18.47\|2893097;2026-04-22\|20.15\|-5.93\|20.32\|21.31\|20.02\|2803435;2026-04-23\|18.96\|-5.91\|19.63\|20.25\|18.68\|2123627;2026-04-24\|19.05\|0.47\|18.78\|20.21\|18.11\|2588408;2026-04-27\|18.42\|-3.31\|18.29\|19.08\|17.49\|1715392;2026-04-28\|18.48\|0.33\|18.44\|18.94\|17.77\|1924778;2026-04-29\|18.90\|2.27\|18.13\|19.30\|18.00\|1901722;2026-04-30\|19.81\|4.81\|18.93\|20.30\|18.86\|2139427;2026-05-06\|20.11\|1.51\|19.65\|20.60\|19.40\|2101366;2026-05-07\|22.12\|9.99\|19.90\|22.12\|19.76\|2728879;2026-05-08\|22.11\|-0.05\|22.12\|24.00\|21.36\|3398478;2026-05-11\|22.17\|0.27\|21.63\|22.78\|21.47\|2614571;2026-05-12\|20.40\|-7.98\|21.83\|21.95\|20.05\|2287060;2026-05-13\|20.46\|0.29\|20.25\|21.22\|19.88\|1824760;2026-05-14\|19.91\|-2.69\|20.21\|21.00\|18.63\|2212861;2026-05-15\|19.43\|-2.41\|19.35\|20.35\|18.89\|1496834;2026-05-18\|17.49\|-9.98\|17.49\|17.49\|17.49\|73245;2026-05-19\|15.74\|-10.01\|15.74\|15.74\|15.74\|29620;2026-05-20\|14.21\|-9.72\|14.17\|15.74\|14.17\|3619351;2026-05-21\|12.79\|-9.99\|13.22\|13.59\|12.79\|2992139;2026-05-22\|13.17\|2.97\|12.64\|13.60\|12.36\|2657473;2026-05-25\|12.76\|-3.11\|13.37\|13.45\|12.45\|1934732;2026-05-26\|12.14\|-4.86\|12.53\|12.80\|12.00\|1604682;2026-05-27\|11.56\|-4.78\|12.38\|12.40\|11.46\|1216424;2026-05-28\|12.01\|3.89\|11.55\|12.09\|11.43\|1057871;2026-05-29\|11.30\|-5.91\|12.17\|12.21\|11.24\|948588;2026-06-01\|11.57\|2.39\|11.30\|11.86\|11.30\|878666;2026-06-02\|11.18\|-3.37\|11.76\|11.76\|10.91\|857012;2026-06-03\|11.28\|0.98\|11.28\|11.65\|11.13\|937870;2026-06-04\|11.05\|-2.04\|11.21\|11.39\|10.99\|621269;2026-06-05\|11.10\|0.45\|11.10\|11.38\|10.70\|889763;2026-06-08\|11.66\|5.04\|10.76\|12.21\|10.69\|2073439;2026-06-09\|10.80\|-7.38\|11.63\|11.63\|10.57\|1687033;2026-06-10\|10.26\|-5.00\|10.64\|10.95\|10.12\|1259297;2026-06-11\|9.98\|-2.73\|10.15\|10.25\|9.90\|964697;2026-06-12\|10.17\|1.90\|10.18\|10.39\|9.92\|922108;2026-06-15\|10.28\|1.08\|10.22\|10.34\|10.10\|664222;2026-06-16\|10.42\|1.36\|10.48\|10.60\|10.18\|622461;2026-06-17\|10.26\|-1.54\|10.50\|10.65\|10.18\|681609;2026-06-18\|9.97\|-2.83\|10.32\|10.32\|9.95\|600769;2026-06-22\|9.73\|-2.41\|9.97\|9.99\|9.47\|721006;2026-06-23\|9.46\|-2.77\|9.73\|9.82\|9.36\|561717;2026-06-24\|9.98\|5.50\|9.37\|10.30\|9.08\|1223294;2026-06-25\|9.55\|-4.31\|9.96\|10.74\|9.50\|1246676;2026-06-26\|9.65\|1.05\|9.74\|9.92\|9.27\|1030695;2026-06-29\|10.62\|10.05\|10.12\|10.62\|9.79\|1385986;2026-06-30\|10.51\|-1.04\|10.75\|10.91\|10.43\|1977427;2026-07-01\|11.25\|7.04\|10.61\|11.56\|10.38\|2143600;2026-07-02\|11.55\|2.67\|11.25\|11.86\|11.03\|2022462;2026-07-03\|10.96\|-5.11\|11.57\|11.88\|10.81\|1785265;2026-07-06\|10.10\|-7.85\|11.29\|11.79\|10.08\|1615233;2026-07-07\|10.10\|0.00\|10.05\|10.75\|9.92\|1430029;2026-07-08\|9.59\|-5.05\|9.94\|10.24\|9.56\|1086773;2026-07-09\|10.06\|4.90\|9.74\|10.24\|9.46\|1292074;2026-07-10\|11.07\|10.04\|10.26\|11.07\|10.10\|1715128;2026-07-13\|9.96\|-10.03\|11.51\|11.55\|9.96\|2160896;2026-07-14\|8.96\|-10.04\|8.96\|9.23\|8.96\|333970;2026-07-15\|8.23\|-8.15\|8.06\|8.97\|8.06\|1788701;2026-07-16\|8.05\|-2.19\|8.08\|8.41\|7.98\|1070989;2026-07-17\|7.29\|-9.44\|8.06\|8.12\|7.25\|1049641;2026-07-20\|6.86\|-5.90\|7.42\|7.50\|6.72\|972887;2026-07-21\|7.13\|3.94\|6.94\|7.14\|6.23\|1105059;2026-07-22\|7.04\|-1.26\|6.98\|7.26\|6.94\|712817;2026-07-23\|7.31\|3.84\|7.00\|7.34\|6.94\|606867
43095	国家队长征系列火箭迎来密集首飞	高速光模块发布+算力配套+商业航天+央企行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	中航科工集团旗下，航天连接器龙头，市场占比超过70%	2026-03-16\|57.58\|4.88\|56.10\|58.65\|56.10\|384031;2026-03-17\|55.87\|-2.97\|57.60\|58.75\|55.70\|220787;2026-03-18\|60.18\|7.71\|56.95\|61.46\|56.31\|456146;2026-03-19\|60.79\|1.01\|59.00\|62.84\|58.10\|432452;2026-03-20\|63.44\|4.36\|61.91\|64.00\|60.50\|485075;2026-03-23\|62.66\|-1.23\|60.50\|67.00\|60.36\|439759;2026-03-24\|67.04\|6.99\|63.18\|68.93\|62.24\|509438;2026-03-25\|65.08\|-2.92\|67.00\|68.50\|64.72\|393711;2026-03-26\|61.98\|-4.76\|64.77\|65.00\|61.09\|318399;2026-03-27\|63.93\|3.15\|59.96\|63.95\|58.31\|290145;2026-03-30\|66.48\|3.99\|61.86\|68.50\|61.86\|330330;2026-03-31\|62.87\|-5.43\|65.15\|66.00\|62.76\|242475;2026-04-01\|65.37\|3.98\|64.88\|66.15\|63.28\|242663;2026-04-02\|60.62\|-7.27\|64.50\|65.04\|60.33\|260951;2026-04-03\|60.65\|0.05\|60.62\|62.83\|58.70\|238143;2026-04-07\|66.72\|10.01\|62.93\|66.72\|62.60\|332969;2026-04-08\|71.11\|6.58\|71.03\|72.50\|69.00\|384807;2026-04-09\|78.22\|10.00\|70.39\|78.22\|70.39\|268439;2026-04-10\|76.23\|-2.54\|76.66\|77.29\|74.20\|406008;2026-04-13\|77.36\|1.48\|76.30\|81.01\|76.30\|347816;2026-04-14\|78.68\|1.71\|77.00\|81.75\|75.22\|369227;2026-04-15\|79.67\|1.26\|78.90\|82.58\|76.65\|408285;2026-04-16\|76.30\|-4.23\|78.33\|78.78\|75.52\|399594;2026-04-17\|79.76\|4.53\|76.90\|80.86\|76.40\|383025;2026-04-20\|80.46\|0.88\|78.97\|83.63\|78.81\|410727;2026-04-21\|74.31\|-7.64\|79.10\|79.10\|74.01\|416558;2026-04-22\|76.45\|2.88\|73.83\|77.32\|73.03\|326372;2026-04-23\|73.60\|-3.73\|75.08\|76.28\|72.50\|281890;2026-04-24\|76.81\|4.36\|73.00\|80.43\|69.80\|545924;2026-04-27\|74.49\|-3.02\|76.00\|76.02\|70.94\|330556;2026-04-28\|69.27\|-7.01\|73.03\|73.40\|69.23\|293420;2026-04-29\|67.67\|-2.31\|68.12\|69.65\|67.44\|205005;2026-04-30\|73.19\|8.16\|68.70\|74.44\|67.95\|428141;2026-05-06\|76.40\|4.39\|75.00\|77.59\|74.00\|370080;2026-05-07\|77.32\|1.20\|76.40\|77.88\|75.09\|257041;2026-05-08\|75.70\|-2.10\|76.76\|76.90\|75.00\|227559;2026-05-11\|76.36\|0.87\|76.68\|78.01\|74.79\|307182;2026-05-12\|74.90\|-1.91\|76.36\|77.95\|73.82\|252473;2026-05-13\|73.79\|-1.48\|74.10\|74.57\|72.04\|235088;2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077;2026-07-14\|74.37\|-2.14\|76.00\|78.43\|70.84\|278996;2026-07-15\|70.36\|-5.39\|73.92\|74.59\|70.02\|164477;2026-07-16\|72.08\|2.44\|69.41\|75.36\|69.01\|224985;2026-07-17\|64.76\|-9.99\|71.63\|72.00\|64.76\|222576;2026-07-20\|63.58\|-1.82\|67.18\|69.01\|61.70\|219007;2026-07-21\|66.98\|5.35\|64.50\|67.16\|58.46\|229406;2026-07-22\|69.55\|3.84\|65.11\|73.25\|65.00\|289819;2026-07-23\|66.14\|-4.90\|69.55\|72.50\|65.40\|206597
43094	北上广深二手房成交集体井喷	预重整+拟收购万德溙+AI应用+家居行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年5月29日公告，公司预重整期间第一次债权人会议将于2026年6月9日召开，旨在推进债权申报与审查等基础工作。 2、据2026年5月8日公告，公司拟通过发行股份及支付现金收购深圳万德溙光电科技有限公司控制权，标的公司可支持800G/1.6T超高速率产品稳定运行。 3、据2025年年度报告，公司旗下美克美家品牌连续十三年入选《中国500最具价值品牌》，2025年品牌价值达361.90亿元；公司是国内家居领域率先将AI应用商业化的公司，推出“AI智家”等工具以图降低设计人力成本。	1、集多品牌、多渠道于一体的国际综合家居消费品公司； 2、公司拟收购万德溙，标的主营业务为应用于服务器集群及大型服务器机房等场景的高速铜缆及LOOPBACK智能回环测试模块	2026-03-16\|2.78\|9.02\|2.54\|2.81\|2.53\|1627237;2026-03-17\|2.74\|-1.44\|2.66\|2.81\|2.66\|1086226;2026-03-18\|2.79\|1.82\|2.74\|2.81\|2.69\|683598;2026-03-19\|2.66\|-4.66\|2.75\|2.81\|2.64\|655450;2026-03-20\|2.50\|-6.01\|2.67\|2.68\|2.47\|625757;2026-03-23\|2.32\|-7.20\|2.39\|2.47\|2.30\|500134;2026-03-24\|2.51\|8.19\|2.38\|2.53\|2.33\|534386;2026-03-25\|2.60\|3.59\|2.55\|2.61\|2.47\|412107;2026-03-26\|2.52\|-3.08\|2.59\|2.61\|2.51\|322040;2026-03-27\|2.68\|6.35\|2.50\|2.69\|2.48\|530058;2026-03-30\|2.66\|-0.75\|2.62\|2.67\|2.54\|406189;2026-03-31\|2.57\|-3.38\|2.64\|2.68\|2.57\|317659;2026-04-01\|2.55\|-0.78\|2.63\|2.63\|2.53\|260542;2026-04-02\|2.48\|-2.75\|2.54\|2.55\|2.45\|230495;2026-04-03\|2.39\|-3.63\|2.48\|2.50\|2.36\|310134;2026-04-07\|2.47\|3.35\|2.41\|2.49\|2.36\|238983;2026-04-08\|2.60\|5.26\|2.51\|2.60\|2.51\|312051;2026-04-09\|2.86\|10.00\|2.80\|2.86\|2.77\|1413879;2026-04-10\|2.93\|2.45\|2.86\|3.15\|2.82\|2192242;2026-04-13\|3.22\|9.90\|2.92\|3.22\|2.92\|1801528;2026-04-14\|3.29\|2.17\|3.22\|3.45\|3.09\|2235117;2026-04-15\|3.30\|0.30\|3.27\|3.38\|3.20\|1324784;2026-04-16\|3.45\|4.55\|3.30\|3.50\|3.25\|1127487;2026-04-17\|3.43\|-0.58\|3.40\|3.60\|3.38\|980192;2026-04-20\|3.40\|-0.87\|3.48\|3.49\|3.29\|895744;2026-04-21\|3.38\|-0.59\|3.35\|3.41\|3.33\|548291;2026-04-22\|3.33\|-1.48\|3.34\|3.36\|3.26\|433568;2026-04-23\|3.16\|-5.11\|3.31\|3.33\|3.13\|642266;2026-04-24\|3.13\|-0.95\|3.15\|3.16\|3.03\|485567;2026-04-27\|2.89\|-7.67\|3.13\|3.13\|2.86\|861226;2026-04-28\|2.72\|-5.88\|2.88\|2.99\|2.69\|1355021;2026-04-29\|2.89\|6.25\|2.68\|2.91\|2.66\|792264;2026-05-06\|2.75\|-4.84\|2.75\|2.75\|2.75\|134899;2026-05-07\|2.61\|-5.09\|2.75\|2.88\|2.61\|1808437;2026-05-08\|2.74\|4.98\|2.60\|2.74\|2.56\|525086;2026-05-11\|2.88\|5.11\|2.88\|2.88\|2.88\|42165;2026-05-12\|3.02\|4.86\|3.02\|3.02\|3.02\|61356;2026-05-13\|3.17\|4.97\|3.17\|3.17\|2.94\|1344148;2026-05-14\|3.17\|0.00\|3.17\|3.30\|3.05\|972214;2026-05-15\|3.25\|2.52\|3.14\|3.33\|3.11\|806132;2026-05-18\|3.09\|-4.92\|3.19\|3.29\|3.09\|710399;2026-05-19\|3.03\|-1.94\|3.00\|3.15\|2.94\|653328;2026-05-20\|3.12\|2.97\|3.08\|3.18\|3.03\|494876;2026-05-21\|3.03\|-2.88\|3.03\|3.14\|2.96\|459667;2026-05-22\|3.02\|-0.33\|3.04\|3.10\|2.98\|286856;2026-05-25\|2.97\|-1.66\|3.00\|3.03\|2.93\|267542;2026-05-26\|3.10\|4.38\|2.97\|3.12\|2.95\|531717;2026-05-27\|3.07\|-0.97\|3.02\|3.07\|2.96\|365870;2026-05-28\|3.16\|2.93\|3.05\|3.19\|3.02\|278393;2026-05-29\|3.13\|-0.95\|3.19\|3.30\|3.11\|313823;2026-06-01\|3.29\|5.11\|3.15\|3.29\|3.15\|436152;2026-06-02\|3.39\|3.04\|3.32\|3.45\|3.31\|414381;2026-06-03\|3.32\|-2.06\|3.41\|3.56\|3.24\|476501;2026-06-04\|3.25\|-2.11\|3.28\|3.38\|3.24\|282222;2026-06-05\|3.24\|-0.31\|3.25\|3.28\|3.16\|226583;2026-06-08\|3.18\|-1.85\|3.24\|3.28\|3.16\|220690;2026-06-09\|3.20\|0.63\|3.18\|3.23\|3.12\|176698;2026-06-10\|3.04\|-5.00\|3.12\|3.16\|3.04\|232324;2026-06-11\|2.99\|-1.64\|2.93\|3.05\|2.89\|211735;2026-06-12\|2.90\|-3.01\|2.90\|2.98\|2.85\|267899;2026-06-15\|2.99\|3.10\|2.90\|3.03\|2.82\|194250;2026-06-16\|3.03\|1.34\|2.95\|3.06\|2.95\|209013;2026-06-17\|2.96\|-2.31\|3.05\|3.06\|2.90\|234346;2026-06-18\|2.93\|-1.01\|2.96\|3.06\|2.92\|209278;2026-06-22\|2.87\|-2.05\|2.91\|2.92\|2.78\|351869;2026-06-23\|3.01\|4.88\|2.85\|3.01\|2.84\|243785;2026-06-24\|3.11\|3.32\|3.08\|3.13\|2.97\|272511;2026-06-25\|3.07\|-1.29\|3.13\|3.15\|2.96\|225360;2026-06-26\|3.17\|3.26\|3.01\|3.20\|2.97\|237440;2026-06-29\|3.26\|2.84\|3.16\|3.32\|3.10\|309808;2026-06-30\|3.25\|-0.31\|3.31\|3.31\|3.20\|233809;2026-07-01\|3.09\|-4.92\|3.16\|3.21\|3.09\|270226;2026-07-02\|3.11\|0.65\|3.00\|3.18\|3.00\|192238;2026-07-03\|3.22\|3.54\|3.11\|3.22\|3.11\|143304;2026-07-06\|3.20\|-0.62\|3.21\|3.34\|3.19\|148745;2026-07-07\|3.11\|-2.81\|3.20\|3.22\|3.09\|140635;2026-07-08\|3.19\|2.57\|3.10\|3.20\|3.07\|134373;2026-07-09\|3.15\|-1.25\|3.20\|3.23\|3.14\|107466;2026-07-10\|3.13\|-0.63\|3.14\|3.15\|3.08\|105481;2026-07-13\|3.16\|0.96\|3.13\|3.21\|3.08\|176033;2026-07-14\|3.17\|0.32\|3.13\|3.23\|3.11\|135319;2026-07-15\|3.40\|7.26\|3.13\|3.45\|3.13\|369137;2026-07-16\|3.36\|-1.18\|3.35\|3.48\|3.26\|229344;2026-07-17\|3.44\|2.38\|3.36\|3.55\|3.28\|263151;2026-07-20\|3.46\|0.58\|3.44\|3.59\|3.31\|320747;2026-07-21\|3.18\|-8.09\|3.40\|3.44\|3.11\|527346;2026-07-22\|3.28\|3.14\|3.17\|3.31\|3.17\|183637;2026-07-23\|3.04\|-7.32\|3.30\|3.32\|2.95\|523460
43093	北上广深二手房成交集体井喷	实控人变更+集成吊顶+智能家居 1、据2026年4月2日公告，上海明盛联禾智能科技有限公司以29.41元/股完成15.01%股份要约收购，收购人及一致行动人合计持股45.00%，施其明成为新实控人。 2、据2026年3月31日披露的2025年度报告，公司为集成吊顶技术发明者，截至2025年末拥有861项有效专利，主编国家行业标准，产品覆盖厨卫、客餐卧、阳台及酒店医院等场景，稳居行业龙头。 3、据2025年度报告及互动易，公司布局智能家居，推出智能暖空调浴霸、智能照明、智能晾衣机，并通过电商、直播拓展新零售。	集成吊顶行业的开创者，公司实控人将变更为施其明	2026-03-16\|59.63\|-0.37\|59.80\|60.50\|58.90\|11575;2026-03-17\|59.25\|-0.64\|60.23\|60.94\|58.63\|11289;2026-03-18\|58.65\|-1.01\|59.54\|59.60\|57.60\|15793;2026-03-19\|57.76\|-1.52\|58.07\|58.58\|56.58\|17521;2026-03-20\|56.99\|-1.33\|57.98\|58.46\|56.35\|21132;2026-03-23\|54.98\|-3.53\|56.77\|56.77\|53.06\|19399;2026-03-24\|56.82\|3.35\|55.00\|57.56\|53.30\|16674;2026-03-25\|62.50\|10.00\|56.91\|62.50\|55.51\|21526;2026-03-26\|60.60\|-3.04\|63.18\|64.86\|59.81\|34702;2026-04-03\|65.37\|7.87\|60.00\|66.53\|59.79\|45593;2026-04-07\|67.34\|3.01\|65.37\|69.88\|63.42\|36642;2026-04-08\|69.19\|2.75\|66.33\|69.88\|66.33\|31084;2026-04-09\|76.11\|10.00\|68.85\|76.11\|68.00\|24701;2026-04-10\|78.41\|3.02\|78.99\|82.53\|76.90\|50845;2026-04-13\|73.90\|-5.75\|78.00\|78.00\|72.13\|33688;2026-04-14\|72.68\|-1.65\|75.48\|75.48\|70.57\|31028;2026-04-15\|74.17\|2.05\|73.00\|75.48\|72.14\|19554;2026-04-16\|75.29\|1.51\|74.00\|76.10\|71.20\|18850;2026-04-17\|75.66\|0.49\|75.67\|78.58\|75.66\|19128;2026-04-20\|73.92\|-2.30\|75.72\|76.70\|72.90\|19424;2026-04-21\|72.03\|-2.56\|73.83\|74.50\|72.03\|18848;2026-04-22\|71.41\|-0.86\|72.07\|73.47\|71.20\|13590;2026-04-23\|71.09\|-0.45\|71.62\|72.09\|69.79\|16252;2026-04-24\|70.00\|-1.53\|70.50\|71.18\|69.26\|13696;2026-04-27\|70.54\|0.77\|69.98\|71.48\|69.33\|12740;2026-04-28\|70.53\|-0.01\|70.20\|71.54\|69.41\|9719;2026-04-29\|70.45\|-0.11\|71.10\|71.95\|70.10\|17496;2026-04-30\|72.38\|2.74\|70.50\|75.48\|69.84\|20288;2026-05-06\|70.90\|-2.04\|72.99\|75.18\|70.48\|23595;2026-05-07\|69.55\|-1.90\|70.90\|72.22\|68.27\|22902;2026-05-08\|71.32\|2.54\|69.32\|72.00\|68.52\|23366;2026-05-11\|78.45\|10.00\|70.59\|78.45\|70.32\|23516;2026-05-12\|81.12\|3.40\|82.51\|83.50\|79.30\|36898;2026-05-13\|78.74\|-2.93\|82.99\|84.90\|76.91\|28592;2026-05-14\|75.09\|-4.64\|78.66\|78.66\|74.23\|19001;2026-05-15\|74.85\|-0.32\|75.09\|76.88\|73.88\|16489;2026-05-18\|76.26\|1.88\|74.26\|76.80\|73.09\|11652;2026-05-19\|79.25\|3.92\|76.26\|79.33\|75.40\|14749;2026-05-20\|82.61\|4.24\|80.37\|87.18\|79.12\|26622;2026-05-21\|78.62\|-4.83\|82.45\|85.22\|78.08\|17726;2026-05-22\|80.33\|2.17\|79.14\|83.00\|78.31\|16186;2026-05-25\|88.36\|10.00\|81.01\|88.36\|81.01\|24166;2026-05-26\|90.61\|2.55\|90.32\|92.78\|89.00\|35569;2026-05-27\|88.54\|-2.28\|93.71\|94.98\|86.50\|24669;2026-05-28\|90.19\|1.86\|88.07\|92.00\|87.30\|22886;2026-05-29\|87.18\|-3.34\|90.63\|91.72\|85.00\|19162;2026-06-01\|92.35\|5.93\|86.71\|95.00\|86.71\|25575;2026-06-02\|93.96\|1.74\|91.50\|95.99\|88.88\|25942;2026-06-03\|92.79\|-1.25\|93.04\|94.42\|91.30\|15191;2026-06-04\|90.11\|-2.89\|91.87\|92.55\|89.20\|13892;2026-06-05\|87.72\|-2.65\|90.09\|90.10\|86.28\|15915;2026-06-08\|90.98\|3.72\|86.85\|93.19\|83.69\|20070;2026-06-09\|91.64\|0.73\|91.00\|92.64\|89.50\|12342;2026-06-10\|93.99\|2.56\|91.59\|95.59\|91.00\|12896;2026-06-11\|97.58\|3.82\|93.80\|97.88\|92.10\|19600;2026-06-12\|101.48\|4.00\|97.88\|105.00\|96.00\|27066;2026-06-15\|108.50\|6.92\|101.51\|108.50\|99.88\|23917;2026-06-16\|110.90\|2.21\|108.50\|114.88\|107.00\|27675;2026-06-17\|111.40\|0.45\|109.00\|114.47\|107.01\|19668;2026-06-18\|109.70\|-1.53\|114.66\|115.48\|108.00\|21478;2026-06-22\|115.00\|4.83\|108.69\|115.16\|108.69\|19078;2026-06-23\|117.02\|1.76\|117.00\|120.98\|115.15\|18166;2026-06-24\|120.49\|2.97\|116.92\|120.80\|108.03\|26994;2026-06-25\|117.52\|-2.46\|119.95\|121.00\|115.10\|19044;2026-06-26\|112.48\|-4.29\|117.52\|117.90\|111.00\|16344;2026-06-29\|111.10\|-1.23\|112.00\|112.55\|106.00\|15975;2026-06-30\|110.25\|-0.77\|110.00\|111.88\|107.00\|10606;2026-07-01\|109.01\|-1.12\|110.14\|111.11\|107.60\|9571;2026-07-02\|109.00\|-0.01\|109.01\|111.59\|107.00\|11590;2026-07-03\|110.99\|1.83\|109.01\|112.60\|107.20\|15459;2026-07-06\|105.51\|-4.94\|110.05\|115.70\|104.80\|17703;2026-07-07\|99.86\|-5.35\|104.20\|107.00\|99.00\|22986;2026-07-08\|98.70\|-1.16\|99.57\|102.43\|94.50\|21993;2026-07-09\|103.11\|4.47\|98.00\|103.50\|97.20\|9473;2026-07-10\|104.03\|0.89\|104.82\|106.71\|102.68\|10526;2026-07-13\|99.80\|-4.07\|104.05\|104.97\|99.51\|11177;2026-07-14\|109.78\|10.00\|101.46\|109.78\|99.50\|21229;2026-07-15\|108.50\|-1.17\|112.21\|114.23\|106.11\|22190;2026-07-16\|108.02\|-0.44\|107.90\|109.99\|104.51\|15596;2026-07-17\|97.22\|-10.00\|107.96\|110.10\|97.22\|27052;2026-07-20\|87.50\|-10.00\|97.59\|102.75\|87.50\|22411;2026-07-21\|87.00\|-0.57\|82.82\|87.09\|78.75\|37021;2026-07-22\|82.65\|-5.00\|84.10\|89.29\|82.02\|21718;2026-07-23\|82.86\|0.25\|83.45\|83.72\|79.70\|21826
43092	北上广深二手房成交集体井喷	AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	公司主营集成吊顶、集成墙面	2026-03-16\|76.34\|3.86\|73.99\|76.60\|69.20\|34730;2026-03-17\|73.66\|-3.51\|76.31\|76.48\|73.58\|22444;2026-03-18\|72.97\|-0.94\|74.43\|75.50\|72.19\|13252;2026-03-19\|71.71\|-1.73\|73.50\|73.99\|71.00\|14994;2026-03-20\|72.19\|0.67\|72.00\|74.99\|71.11\|26104;2026-03-23\|69.72\|-3.42\|72.10\|74.90\|68.88\|31832;2026-03-24\|70.94\|1.75\|71.46\|71.46\|67.80\|22061;2026-03-25\|71.15\|0.30\|70.57\|71.88\|70.38\|13118;2026-03-26\|73.79\|3.71\|71.15\|74.50\|70.69\|25085;2026-03-27\|76.00\|3.00\|73.05\|77.14\|70.80\|34208;2026-03-30\|74.52\|-1.95\|75.00\|75.00\|73.37\|15624;2026-03-31\|73.56\|-1.29\|74.55\|76.25\|73.10\|17156;2026-04-01\|75.80\|3.05\|74.80\|75.81\|73.57\|16289;2026-04-02\|74.50\|-1.72\|75.00\|76.70\|73.50\|20923;2026-04-03\|76.28\|2.39\|74.82\|77.00\|73.15\|26099;2026-04-07\|77.00\|0.94\|77.45\|78.00\|75.55\|22154;2026-04-08\|84.70\|10.00\|77.50\|84.70\|77.49\|45626;2026-04-09\|93.17\|10.00\|87.01\|93.17\|87.01\|77726;2026-04-10\|90.90\|-2.44\|93.17\|95.20\|90.12\|56069;2026-04-13\|93.52\|2.88\|88.95\|95.60\|88.95\|41970;2026-04-14\|92.87\|-0.69\|92.47\|94.47\|91.69\|26296;2026-04-15\|94.69\|1.96\|93.95\|95.50\|91.67\|28806;2026-04-16\|96.69\|2.11\|93.03\|96.77\|93.03\|30321;2026-04-17\|95.02\|-1.73\|96.37\|98.21\|94.00\|27508;2026-04-20\|97.49\|2.60\|96.00\|99.97\|95.02\|30488;2026-04-21\|90.85\|-6.81\|97.40\|97.98\|89.88\|47066;2026-04-22\|95.44\|5.05\|88.50\|96.40\|88.50\|49246;2026-04-23\|95.88\|0.46\|95.35\|99.90\|95.00\|27726;2026-04-24\|96.95\|1.12\|96.36\|97.66\|94.01\|24294;2026-04-27\|96.16\|-0.81\|96.99\|96.99\|92.71\|34690;2026-04-28\|96.79\|0.66\|97.00\|98.91\|94.31\|28090;2026-04-29\|98.16\|1.42\|96.79\|98.89\|96.00\|19974;2026-04-30\|101.18\|3.08\|98.50\|102.00\|97.66\|38362;2026-05-06\|99.21\|-1.95\|101.40\|103.27\|98.59\|36672;2026-05-07\|96.33\|-2.90\|99.70\|100.87\|94.50\|31814;2026-05-08\|98.73\|2.49\|96.09\|99.70\|95.50\|23311;2026-05-11\|95.16\|-3.62\|98.73\|99.95\|95.04\|26882;2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|83.91\|-7.57\|90.64\|90.82\|83.04\|28415;2026-07-14\|87.15\|3.86\|84.70\|87.80\|81.87\|18304;2026-07-15\|87.25\|0.11\|88.89\|89.23\|85.93\|14800;2026-07-16\|84.77\|-2.84\|88.09\|89.67\|84.00\|25465;2026-07-17\|76.66\|-9.57\|85.73\|86.12\|76.40\|20706;2026-07-20\|72.00\|-6.08\|77.36\|79.83\|71.38\|28793;2026-07-21\|79.20\|10.00\|73.11\|79.20\|66.33\|30973;2026-07-22\|78.83\|-0.47\|80.00\|82.88\|77.75\|27740;2026-07-23\|79.22\|0.49\|79.61\|81.00\|77.36\|16773
43091	北上广深二手房成交集体井喷	酒店管理+物业管理+实控人筹划重组行业原因： 1、据21世纪经济报道6月23日报道，《求是》杂志刊文强调要加快修复居民资产负债表，着力稳定房地产市场，防止资产价格下跌对消费信心的负向预期，提振了市场对政策持续优化的预期。 2、据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月12日互动易，公司未来将聚焦扩大业务规模与市场占有率，逐步构建“酒店+物业”协同运营体系。 2、据2026年4月15日公告，公司实际控制人北京市西城区国资委正在筹划对下属部分企业集团进行重组，可能涉及公司控股股东华远集团，目前尚处于方案论证和研究阶段。 3、据2025年年报及2026年一季报，公司已剥离地产业务，聚焦物业管理与酒店管理轻资产业务。2025年物业服务收入1.14亿元，在管面积130.25万平方米；2026年一季度营收7397.36万元，同比增长4.10%，归母净利润亏损同比缩小30.89%。	主要布局北京、天津、长沙地产商	2026-03-16\|1.98\|1.02\|1.97\|1.99\|1.96\|168582;2026-03-17\|2.03\|2.53\|1.98\|2.04\|1.98\|433615;2026-03-18\|1.99\|-1.97\|2.04\|2.04\|1.97\|321671;2026-03-19\|1.95\|-2.01\|1.98\|2.00\|1.94\|212936;2026-03-20\|1.95\|0.00\|1.96\|1.99\|1.93\|268926;2026-03-23\|1.80\|-7.69\|1.94\|1.95\|1.77\|430089;2026-03-24\|1.86\|3.33\|1.82\|1.87\|1.79\|255702;2026-03-25\|1.94\|4.30\|1.86\|1.95\|1.85\|234560;2026-03-26\|1.93\|-0.52\|1.93\|1.97\|1.92\|148624;2026-03-27\|1.94\|0.52\|1.91\|1.94\|1.90\|147915;2026-03-30\|1.96\|1.03\|1.92\|1.97\|1.89\|169161;2026-03-31\|1.93\|-1.53\|1.96\|1.99\|1.92\|145180;2026-04-01\|1.90\|-1.55\|1.94\|1.95\|1.89\|154811;2026-04-02\|1.86\|-2.11\|1.90\|1.91\|1.85\|120917;2026-04-03\|1.81\|-2.69\|1.86\|1.87\|1.80\|135087;2026-04-07\|1.99\|9.94\|1.81\|1.99\|1.80\|542545;2026-04-08\|2.19\|10.05\|2.04\|2.19\|2.01\|1392658;2026-04-09\|2.41\|10.05\|2.20\|2.41\|2.09\|1885965;2026-04-10\|2.65\|9.96\|2.59\|2.65\|2.52\|1634453;2026-04-13\|2.92\|10.19\|2.92\|2.92\|2.81\|810129;2026-04-14\|3.21\|9.93\|3.21\|3.21\|3.15\|686833;2026-04-15\|2.89\|-9.97\|3.53\|3.53\|2.89\|4505529;2026-04-16\|2.65\|-8.30\|2.85\|2.95\|2.62\|3733605;2026-04-17\|2.69\|1.51\|2.56\|2.79\|2.56\|3111089;2026-04-20\|2.59\|-3.72\|2.55\|2.66\|2.42\|3022565;2026-04-21\|2.60\|0.39\|2.51\|2.82\|2.51\|2284316;2026-04-22\|2.47\|-5.00\|2.53\|2.62\|2.44\|1897270;2026-04-23\|2.50\|1.21\|2.47\|2.50\|2.40\|1457545;2026-04-24\|2.38\|-4.80\|2.47\|2.49\|2.38\|1089829;2026-04-27\|2.33\|-2.10\|2.35\|2.35\|2.27\|1077579;2026-04-28\|2.31\|-0.86\|2.35\|2.36\|2.28\|681626;2026-04-29\|2.40\|3.90\|2.30\|2.42\|2.30\|923478;2026-04-30\|2.47\|2.92\|2.38\|2.53\|2.36\|1252791;2026-05-06\|2.54\|2.83\|2.46\|2.57\|2.43\|1110614;2026-05-07\|2.60\|2.36\|2.54\|2.60\|2.50\|1060469;2026-05-08\|2.78\|6.92\|2.57\|2.86\|2.55\|2082067;2026-05-11\|2.69\|-3.24\|2.76\|2.85\|2.67\|1538640;2026-05-12\|2.71\|0.74\|2.69\|2.72\|2.63\|966666;2026-05-13\|2.67\|-1.48\|2.68\|2.72\|2.61\|934591;2026-05-14\|2.61\|-2.25\|2.70\|2.71\|2.58\|672774;2026-05-15\|2.69\|3.07\|2.59\|2.85\|2.58\|1291742;2026-05-18\|2.69\|0.00\|2.66\|2.71\|2.52\|730660;2026-05-19\|2.68\|-0.37\|2.68\|2.72\|2.63\|536069;2026-05-20\|2.63\|-1.87\|2.63\|2.67\|2.61\|459762;2026-05-21\|2.44\|-7.22\|2.61\|2.63\|2.40\|863650;2026-05-22\|2.46\|0.82\|2.45\|2.47\|2.42\|437725;2026-05-25\|2.49\|1.22\|2.46\|2.55\|2.45\|374701;2026-05-26\|2.40\|-3.61\|2.51\|2.55\|2.37\|489812;2026-05-27\|2.32\|-3.33\|2.39\|2.40\|2.28\|449386;2026-05-28\|2.45\|5.60\|2.31\|2.49\|2.29\|612827;2026-05-29\|2.46\|0.41\|2.44\|2.65\|2.42\|1071820;2026-06-01\|2.58\|4.88\|2.40\|2.71\|2.33\|1891737;2026-06-02\|2.53\|-1.94\|2.55\|2.59\|2.42\|1364806;2026-06-03\|2.57\|1.58\|2.48\|2.61\|2.41\|1254344;2026-06-04\|2.57\|0.00\|2.55\|2.83\|2.50\|1796513;2026-06-05\|2.49\|-3.11\|2.41\|2.59\|2.41\|1056556;2026-06-08\|2.47\|-0.80\|2.41\|2.60\|2.40\|1065318;2026-06-09\|2.37\|-4.05\|2.47\|2.48\|2.30\|859492;2026-06-10\|2.31\|-2.53\|2.37\|2.37\|2.27\|566153;2026-06-11\|2.24\|-3.03\|2.29\|2.32\|2.22\|475314;2026-06-12\|2.25\|0.45\|2.24\|2.27\|2.22\|388905;2026-06-15\|2.17\|-3.56\|2.25\|2.29\|2.16\|653369;2026-06-16\|2.11\|-2.77\|2.15\|2.17\|2.09\|546180;2026-06-17\|2.10\|-0.47\|2.11\|2.12\|2.05\|464813;2026-06-18\|2.12\|0.95\|2.10\|2.23\|2.07\|607278;2026-06-22\|2.21\|4.25\|2.10\|2.22\|2.09\|753544;2026-06-23\|2.43\|9.95\|2.19\|2.43\|2.18\|860504;2026-06-24\|2.34\|-3.70\|2.48\|2.55\|2.28\|1030343;2026-06-25\|2.31\|-1.28\|2.37\|2.39\|2.22\|607761;2026-06-26\|2.18\|-5.63\|2.29\|2.30\|2.18\|569592;2026-06-29\|2.15\|-1.38\|2.21\|2.30\|2.10\|535910;2026-06-30\|2.16\|0.47\|2.14\|2.18\|2.11\|400176;2026-07-01\|2.20\|1.85\|2.20\|2.24\|2.15\|365134;2026-07-02\|2.14\|-2.73\|2.20\|2.27\|2.13\|497981;2026-07-03\|2.18\|1.87\|2.14\|2.21\|2.13\|361860;2026-07-06\|2.14\|-1.83\|2.17\|2.19\|2.12\|280954;2026-07-07\|2.08\|-2.80\|2.15\|2.16\|2.06\|300796;2026-07-08\|2.06\|-0.96\|2.07\|2.10\|2.03\|233710;2026-07-09\|2.10\|1.94\|2.06\|2.12\|2.04\|245416;2026-07-10\|2.14\|1.90\|2.08\|2.21\|2.06\|409209;2026-07-13\|2.04\|-4.67\|2.14\|2.16\|2.02\|350634;2026-07-14\|2.08\|1.96\|2.03\|2.08\|2.00\|213582;2026-07-15\|2.09\|0.48\|2.07\|2.14\|2.05\|262336;2026-07-16\|2.08\|-0.48\|2.08\|2.12\|2.06\|204320;2026-07-17\|2.01\|-3.37\|2.08\|2.10\|1.98\|322248;2026-07-20\|1.98\|-1.49\|2.02\|2.05\|1.97\|268896;2026-07-21\|1.96\|-1.01\|1.99\|1.99\|1.88\|322935;2026-07-22\|1.97\|0.51\|1.94\|1.98\|1.93\|205117;2026-07-23\|2.04\|3.55\|1.96\|2.05\|1.95\|266161
43090		智能制造+电机+扭亏为盈 1、据2025年半年报，公司是国内智能制造定制化综合解决方案的引领者，是国家级高新技术企业，在精密绕线领域处于行业领先地位。 2、据2025年半年报，在消费电子领域，公司保持手机无线充电线圈制造设备细分领域份额领先。在汽车领域，公司夯实传统电机业务，基于客户对产品技术提升需求持续研发，保持较好的发展态势。 3、据2025年1月30日公告，公司预计2025年度净利润1400–1700万元，主因订单增长、营收预计3.1–3.2亿元及政府补助增加。	自动化设备提供商，主要包括消费电子行业、汽车行业、工业控制行业等多个领域	2026-03-16\|52.40\|-11.62\|59.29\|59.87\|50.65\|114392;2026-03-17\|54.00\|3.05\|53.90\|60.65\|53.00\|151635;2026-03-18\|50.80\|-5.93\|53.94\|55.55\|50.55\|111515;2026-03-19\|44.35\|-12.70\|49.89\|49.89\|43.58\|152905;2026-03-20\|44.92\|1.29\|44.07\|48.11\|40.61\|160919;2026-03-23\|42.54\|-5.30\|44.00\|45.00\|42.01\|85885;2026-03-24\|42.90\|0.85\|44.20\|44.20\|41.22\|70358;2026-03-25\|46.14\|7.55\|43.10\|48.30\|43.10\|123727;2026-03-26\|46.36\|0.48\|46.20\|48.30\|45.00\|73037;2026-03-27\|55.63\|20.00\|47.61\|55.63\|47.42\|159617;2026-03-30\|58.30\|4.80\|59.02\|60.98\|55.62\|185910;2026-03-31\|59.13\|1.42\|59.05\|62.20\|57.35\|131805;2026-04-01\|63.95\|8.15\|59.90\|65.65\|57.56\|138532;2026-04-02\|65.91\|3.06\|63.55\|68.00\|63.00\|122282;2026-04-03\|66.12\|0.32\|65.14\|66.80\|62.65\|94970;2026-04-07\|63.66\|-3.72\|65.88\|66.71\|62.80\|90761;2026-04-08\|65.50\|2.89\|65.58\|66.29\|63.10\|94714;2026-04-09\|74.55\|13.82\|65.36\|77.39\|64.47\|143277;2026-04-10\|74.80\|0.34\|76.85\|77.55\|73.02\|99471;2026-04-13\|65.82\|-12.01\|73.02\|73.53\|63.83\|137904;2026-04-14\|62.84\|-4.53\|65.86\|66.25\|61.02\|130443;2026-04-15\|61.15\|-2.69\|62.17\|66.94\|61.14\|130522;2026-04-16\|61.12\|-0.05\|63.00\|66.18\|60.60\|113440;2026-04-17\|59.02\|-3.44\|58.60\|60.91\|58.00\|97142;2026-04-20\|57.80\|-2.07\|58.75\|59.48\|53.76\|117169;2026-04-21\|62.70\|8.48\|59.00\|63.88\|58.01\|158517;2026-04-22\|63.99\|2.06\|61.39\|68.58\|60.68\|154165;2026-04-23\|59.09\|-7.66\|63.01\|63.20\|57.88\|150407;2026-04-24\|59.11\|0.03\|58.65\|60.32\|57.77\|68972;2026-04-27\|59.18\|0.12\|59.20\|59.56\|57.03\|79705;2026-04-28\|56.05\|-5.29\|58.20\|58.79\|55.60\|83455;2026-04-29\|53.00\|-5.44\|54.00\|57.29\|52.92\|106504;2026-04-30\|52.78\|-0.42\|53.04\|56.03\|51.37\|115334;2026-05-06\|53.30\|0.99\|52.22\|54.46\|51.45\|84128;2026-05-07\|55.14\|3.45\|53.72\|57.97\|53.50\|122403;2026-05-08\|59.24\|7.44\|54.93\|62.30\|53.98\|138799;2026-05-11\|60.67\|2.41\|60.50\|61.85\|57.99\|104723;2026-05-12\|53.68\|-11.52\|61.77\|62.04\|53.35\|129620;2026-05-13\|52.09\|-2.96\|53.37\|57.32\|51.60\|130879;2026-05-14\|52.87\|1.50\|52.00\|54.75\|49.00\|124227;2026-05-15\|53.97\|2.08\|51.93\|56.15\|51.40\|134971;2026-05-18\|56.86\|5.35\|53.49\|58.72\|52.02\|152066;2026-05-19\|51.92\|-8.69\|57.72\|59.44\|50.70\|205720;2026-05-20\|50.82\|-2.12\|52.19\|52.73\|49.68\|106745;2026-05-21\|50.43\|-0.77\|50.74\|53.88\|49.22\|126626;2026-05-22\|49.72\|-1.41\|51.00\|51.58\|49.10\|82392;2026-05-25\|50.29\|1.15\|50.61\|51.60\|49.13\|69150;2026-05-26\|49.40\|-1.77\|49.70\|50.62\|48.63\|59038;2026-05-27\|50.58\|2.39\|49.00\|53.98\|48.99\|124156;2026-05-28\|49.44\|-2.25\|51.20\|51.80\|48.00\|80190;2026-05-29\|48.32\|-2.27\|50.33\|52.99\|47.61\|89516;2026-06-01\|47.53\|-1.63\|48.51\|50.15\|47.28\|57438;2026-06-02\|49.76\|4.69\|47.53\|51.80\|46.50\|102336;2026-06-03\|48.92\|-1.69\|49.30\|51.38\|48.23\|54910;2026-06-04\|47.40\|-3.11\|48.18\|49.30\|47.15\|46146;2026-06-05\|48.55\|2.43\|46.93\|49.78\|45.71\|68123;2026-06-08\|47.13\|-2.92\|47.00\|50.68\|46.30\|78653;2026-06-09\|45.98\|-2.44\|47.60\|48.01\|45.50\|43534;2026-06-10\|44.30\|-3.65\|45.50\|45.50\|42.92\|57774;2026-06-11\|42.97\|-3.00\|43.21\|44.17\|42.00\|45311;2026-06-12\|42.20\|-1.79\|43.10\|44.66\|41.93\|43116;2026-06-15\|42.60\|0.95\|42.34\|43.08\|41.80\|48043;2026-06-16\|42.65\|0.12\|42.57\|44.44\|41.19\|73962;2026-06-17\|42.29\|-0.84\|42.22\|43.64\|41.81\|47662;2026-06-18\|41.60\|-1.63\|42.35\|43.33\|41.52\|45555;2026-06-22\|40.60\|-2.40\|41.60\|42.14\|39.00\|62598;2026-06-23\|45.95\|13.18\|40.61\|46.97\|40.61\|156235;2026-06-24\|41.28\|-10.16\|45.63\|45.89\|40.69\|121394;2026-06-25\|39.88\|-3.39\|41.94\|41.94\|39.52\|72558;2026-06-26\|37.92\|-4.91\|39.50\|39.90\|37.69\|60452;2026-06-29\|36.71\|-3.19\|38.44\|38.44\|36.03\|52473;2026-06-30\|37.04\|0.90\|36.80\|37.65\|36.05\|49012;2026-07-01\|39.57\|6.83\|37.04\|40.10\|36.66\|69396;2026-07-02\|39.93\|0.91\|38.78\|41.81\|38.78\|82616;2026-07-03\|40.50\|1.43\|39.38\|42.50\|39.32\|89729;2026-07-06\|40.27\|-0.57\|41.50\|43.81\|39.78\|82134;2026-07-07\|38.45\|-4.52\|40.03\|40.77\|37.70\|65236;2026-07-08\|34.79\|-9.52\|38.41\|38.72\|34.62\|70605;2026-07-09\|34.64\|-0.43\|35.38\|35.38\|32.93\|62677;2026-07-10\|35.43\|2.28\|34.41\|36.66\|34.41\|53171;2026-07-13\|33.07\|-6.66\|35.16\|36.18\|33.00\|48096;2026-07-14\|33.70\|1.91\|33.07\|33.80\|32.38\|34167;2026-07-15\|32.98\|-2.14\|33.79\|34.10\|32.72\|28336;2026-07-16\|31.75\|-3.73\|32.54\|33.31\|31.61\|30839;2026-07-17\|29.21\|-8.00\|31.67\|32.28\|28.36\|44853;2026-07-20\|27.46\|-5.99\|29.79\|30.07\|26.54\|56237;2026-07-21\|28.92\|5.32\|27.46\|29.05\|24.87\|66997;2026-07-22\|28.48\|-1.52\|28.62\|29.10\|27.94\|37447;2026-07-23\|29.09\|2.14\|28.32\|29.25\|28.16\|38496
43089		机器人+电网MRO+央企客户 1、据2026年3月20日机构调研，公司2024年组建50人团队推进四足机器人应用开发，2025年推进半人马机器人四足机器人+机械臂+灵巧手应用开发，2026年拟进行人形机器人应用开发，形成“无人机+机器人”空地联动方案，服务电网、应急等场景。 2、据2026年3月20日机构调研，公司所处的国央企的MRO集约化采购正处于快速发展期。公司作为国家电网MRO产品的核心供应商，将紧紧抓住这一市场契机，将电网领域的成功经验复刻至油气、发电、交通等新兴行业，努力成为能源、交通、应急等领域的MRO引领者。 3、据2025年7月14日互动易，公司为电网等客户提供MRO集约化服务，2025年上半年净利润预增27%-55%，主因电网高负荷推动设备维护需求。	公司2026年拟进行人形机器人应用开发	2026-03-16\|24.23\|0.12\|24.38\|24.46\|23.82\|76964;2026-03-17\|23.46\|-3.18\|24.00\|24.77\|23.30\|75818;2026-03-18\|23.80\|1.45\|23.93\|23.99\|23.15\|46867;2026-03-19\|23.11\|-2.90\|23.33\|23.68\|22.99\|51958;2026-03-20\|22.25\|-3.72\|23.57\|23.70\|22.18\|60409;2026-03-23\|21.49\|-3.42\|21.75\|22.39\|21.07\|67718;2026-03-24\|23.64\|10.00\|22.00\|23.64\|21.59\|118448;2026-03-25\|24.37\|3.09\|23.98\|24.68\|23.66\|108917;2026-03-26\|24.05\|-1.31\|24.60\|24.60\|23.93\|65303;2026-03-27\|23.50\|-2.29\|23.89\|23.89\|22.81\|77055;2026-03-30\|23.33\|-0.72\|23.39\|23.75\|22.93\|63474;2026-03-31\|23.95\|2.66\|23.43\|24.40\|23.15\|91849;2026-04-01\|24.40\|1.88\|24.19\|24.85\|24.10\|93769;2026-04-02\|25.07\|2.75\|24.55\|25.79\|24.20\|116475;2026-04-03\|26.10\|4.11\|25.00\|26.58\|24.88\|156300;2026-04-07\|26.11\|0.04\|26.00\|27.55\|25.81\|155114;2026-04-08\|26.65\|2.07\|26.37\|26.88\|25.66\|139309;2026-04-09\|29.32\|10.02\|26.65\|29.32\|26.48\|183023;2026-04-10\|28.96\|-1.23\|29.12\|30.65\|28.78\|223185;2026-04-13\|27.46\|-5.18\|28.80\|28.81\|26.88\|163338;2026-04-14\|28.05\|2.15\|27.55\|28.42\|25.96\|202395;2026-04-15\|28.09\|0.14\|27.80\|29.38\|27.70\|128766;2026-04-16\|28.25\|0.57\|28.09\|28.60\|27.70\|80402;2026-04-17\|28.57\|1.13\|28.66\|28.69\|27.80\|89689;2026-04-20\|29.06\|1.72\|29.00\|29.44\|27.52\|154691;2026-04-21\|27.80\|-4.34\|29.06\|29.08\|26.50\|183553;2026-04-22\|27.25\|-1.98\|27.80\|28.17\|26.67\|125486;2026-04-23\|25.94\|-4.81\|27.24\|27.78\|25.90\|132619;2026-04-24\|25.37\|-2.20\|26.69\|26.70\|25.15\|113111;2026-04-27\|26.62\|4.93\|25.01\|27.18\|24.53\|146084;2026-04-28\|25.58\|-3.91\|26.02\|26.60\|25.50\|94554;2026-04-29\|25.58\|0.00\|25.78\|26.20\|25.44\|73336;2026-04-30\|25.04\|-2.11\|25.82\|26.00\|25.00\|78296;2026-05-06\|25.65\|2.44\|25.10\|26.15\|25.00\|86439;2026-05-07\|26.10\|1.75\|25.73\|26.68\|25.40\|93041;2026-05-08\|25.49\|-2.34\|26.13\|26.19\|25.40\|78117;2026-05-11\|25.72\|0.90\|25.72\|26.48\|25.00\|99861;2026-05-12\|24.63\|-4.24\|25.62\|26.00\|24.10\|133787;2026-05-13\|24.43\|-0.81\|24.51\|25.80\|24.30\|115694;2026-05-14\|23.88\|-2.25\|24.45\|24.63\|23.67\|75200;2026-05-15\|24.06\|0.75\|24.15\|24.50\|23.55\|65435;2026-05-18\|23.62\|-1.83\|23.82\|23.94\|23.15\|63455;2026-05-19\|24.31\|2.92\|23.82\|24.65\|22.71\|132000;2026-05-20\|25.10\|3.25\|24.30\|25.45\|23.90\|104561;2026-05-21\|24.30\|-3.19\|25.20\|25.71\|24.26\|112246;2026-05-22\|24.77\|1.93\|24.20\|24.99\|24.15\|85587;2026-05-25\|25.40\|2.54\|24.95\|27.25\|24.92\|244028;2026-05-26\|24.35\|-4.13\|25.43\|25.43\|23.70\|153684;2026-05-27\|22.80\|-6.37\|24.01\|24.29\|22.74\|113192;2026-05-28\|22.90\|0.44\|22.60\|23.19\|22.44\|56559;2026-05-29\|21.79\|-4.85\|23.10\|23.10\|21.51\|71649;2026-06-01\|21.20\|-2.71\|21.80\|22.08\|21.18\|65272;2026-06-02\|18.99\|-9.10\|20.16\|20.50\|18.84\|132234;2026-06-03\|19.83\|4.42\|18.95\|20.20\|18.86\|112131;2026-06-04\|19.29\|-2.72\|20.00\|20.00\|19.03\|67637;2026-06-05\|19.35\|0.31\|19.28\|19.85\|18.55\|76086;2026-06-08\|18.73\|-3.20\|19.15\|19.56\|18.42\|61774;2026-06-09\|19.03\|1.60\|18.88\|19.09\|18.45\|42088;2026-06-10\|18.55\|-2.52\|19.00\|19.00\|18.12\|53855;2026-06-11\|18.21\|-1.83\|18.29\|18.50\|18.02\|45464;2026-06-12\|17.98\|-1.26\|18.21\|18.58\|17.88\|53328;2026-06-15\|18.50\|2.89\|18.10\|18.70\|18.00\|63981;2026-06-16\|18.15\|-1.89\|18.50\|18.67\|18.08\|53069;2026-06-17\|17.59\|-3.09\|18.10\|18.24\|17.57\|54215;2026-06-18\|17.75\|0.91\|17.99\|18.32\|17.41\|58236;2026-06-22\|17.65\|-0.56\|17.71\|17.75\|17.12\|56820;2026-06-23\|17.43\|-1.25\|17.47\|18.05\|17.34\|48201;2026-06-24\|17.43\|0.00\|17.40\|17.51\|17.00\|46768;2026-06-25\|16.74\|-3.96\|17.52\|17.52\|16.66\|83226;2026-06-26\|15.98\|-4.54\|16.98\|16.98\|15.85\|64864;2026-06-29\|15.44\|-3.38\|15.82\|15.82\|15.21\|83478;2026-06-30\|16.00\|3.63\|15.33\|16.42\|15.22\|91089;2026-07-01\|15.96\|-0.25\|16.01\|16.31\|15.80\|59711;2026-07-02\|16.01\|0.31\|16.22\|16.64\|15.77\|73084;2026-07-03\|16.56\|3.44\|16.02\|16.88\|15.90\|64199;2026-07-06\|16.02\|-3.26\|16.42\|16.96\|15.89\|64407;2026-07-07\|15.38\|-4.00\|16.00\|16.26\|15.30\|44354;2026-07-08\|15.03\|-2.28\|15.38\|15.61\|15.01\|42688;2026-07-09\|14.92\|-0.73\|15.06\|15.15\|14.36\|57436;2026-07-10\|14.77\|-1.01\|14.98\|15.34\|14.75\|57603;2026-07-13\|14.29\|-3.25\|14.87\|14.87\|14.20\|58268;2026-07-14\|14.38\|0.63\|14.32\|14.50\|13.83\|42382;2026-07-15\|14.56\|1.25\|14.41\|15.16\|14.16\|62596;2026-07-16\|14.25\|-2.13\|14.43\|14.63\|14.16\|39948;2026-07-17\|13.42\|-5.82\|14.38\|14.38\|13.36\|51883;2026-07-20\|12.86\|-4.17\|13.76\|13.82\|12.61\|67169;2026-07-21\|13.05\|1.48\|12.87\|13.10\|12.25\|70318;2026-07-22\|12.66\|-2.99\|12.94\|13.07\|12.57\|44744;2026-07-23\|13.02\|2.84\|12.49\|13.08\|12.49\|49726
43088		机器人概念+消费电子+3D打印+股权收购 1、据2026年1月27日投资者关系活动记录表，公司正在进行拟以发行股份收购苏州郎克斯少数股东持有的剩余45%股权。苏州郎克斯目前发展良好，各项业务有序推进，符合上市公司预期，其产品终端品牌从以苹果为主，近年已逐步拓展至华为、小米、三星等终端品牌，产品包括手机边框中框、平板电脑底壳、笔记本电脑外壳、智能手表表壳等。 2、据2025年10月22日互动易，公司二级控股子公司哈森唯特使用NPA技术（等离子体雾化技术）、TPR技术（钛粒径重构技术）生产的钛合金粉产品已中试成功，该产品可应用于3D打印和MIM（金属粉末注射成型）行业。 3、据2025年9月4日公告，公司与关联方等拟共同出资1亿元设立参股公司，主营机器人零部件及产品销售、技术服务，公司认缴1,000万元持股10%。	公司与关联方等拟共同出资1亿元设立参股公司，主营机器人零部件及产品销售、技术服务	2026-03-16\|19.98\|-0.60\|20.09\|20.48\|19.02\|95301;2026-03-17\|19.19\|-3.95\|20.34\|20.64\|19.19\|53670;2026-03-18\|20.25\|5.52\|19.22\|20.28\|18.92\|71028;2026-03-19\|19.55\|-3.46\|20.39\|20.55\|18.80\|99700;2026-03-20\|19.47\|-0.41\|19.62\|20.72\|19.36\|95197;2026-03-23\|18.58\|-4.57\|18.93\|19.98\|18.35\|91730;2026-03-24\|18.90\|1.72\|19.31\|19.31\|18.35\|69990;2026-03-25\|20.79\|10.00\|18.94\|20.79\|18.83\|86749;2026-03-26\|20.89\|0.48\|20.74\|21.58\|20.39\|175899;2026-03-27\|20.47\|-2.01\|20.80\|20.88\|19.72\|100981;2026-03-30\|20.80\|1.61\|20.88\|20.92\|19.86\|79824;2026-03-31\|19.65\|-5.53\|20.87\|21.20\|19.61\|104556;2026-04-01\|20.60\|4.83\|20.01\|20.99\|19.72\|110636;2026-04-02\|20.05\|-2.67\|20.41\|20.60\|19.96\|62733;2026-04-03\|19.15\|-4.49\|19.85\|20.01\|18.80\|73163;2026-04-07\|19.15\|0.00\|19.26\|19.79\|18.84\|62388;2026-04-08\|20.25\|5.74\|19.79\|20.36\|19.67\|94871;2026-04-09\|22.28\|10.02\|20.10\|22.28\|19.97\|128919;2026-04-10\|22.68\|1.80\|22.37\|23.00\|21.51\|193502;2026-04-13\|23.12\|1.94\|22.46\|23.49\|22.21\|141640;2026-04-14\|23.73\|2.64\|22.92\|25.40\|22.74\|173041;2026-04-15\|24.73\|4.21\|24.20\|25.10\|23.11\|179022;2026-04-16\|25.82\|4.41\|24.51\|26.10\|23.75\|184320;2026-04-17\|25.43\|-1.51\|25.82\|26.30\|25.00\|124788;2026-04-20\|25.13\|-1.18\|25.04\|25.87\|25.00\|94144;2026-04-21\|26.63\|5.97\|24.76\|26.94\|24.40\|115457;2026-04-22\|27.10\|1.76\|26.37\|27.49\|26.32\|92723;2026-04-23\|25.28\|-6.72\|27.10\|27.17\|24.70\|109526;2026-04-24\|24.83\|-1.78\|25.18\|26.11\|23.90\|99269;2026-04-27\|23.60\|-4.95\|26.10\|26.85\|22.97\|159357;2026-04-28\|23.29\|-1.31\|23.50\|24.03\|22.90\|86766;2026-04-29\|24.32\|4.42\|23.20\|24.70\|22.85\|78218;2026-04-30\|24.26\|-0.25\|24.10\|24.70\|23.88\|53392;2026-05-06\|23.37\|-3.67\|24.30\|24.66\|23.00\|141606;2026-05-07\|23.44\|0.30\|23.21\|23.60\|23.04\|79496;2026-05-08\|23.86\|1.79\|23.21\|23.94\|22.85\|93842;2026-05-11\|23.07\|-3.31\|23.81\|24.16\|22.98\|109829;2026-05-12\|22.73\|-1.47\|23.08\|23.27\|22.46\|78341;2026-05-13\|23.44\|3.12\|22.71\|23.80\|22.50\|102074;2026-05-14\|24.42\|4.18\|23.75\|25.30\|23.30\|128333;2026-05-15\|24.67\|1.02\|24.57\|25.21\|23.83\|112790;2026-05-18\|23.51\|-4.70\|24.61\|24.99\|22.88\|115757;2026-05-19\|23.77\|1.11\|23.28\|23.88\|23.00\|73296;2026-05-20\|23.80\|0.13\|23.54\|24.53\|23.20\|77823;2026-05-21\|23.31\|-2.06\|23.15\|24.83\|23.15\|98248;2026-05-22\|24.71\|6.01\|23.84\|25.27\|23.16\|99455;2026-05-25\|24.31\|-1.62\|25.69\|26.80\|24.24\|127777;2026-05-26\|23.00\|-5.39\|23.37\|24.47\|22.40\|108382;2026-05-27\|22.25\|-3.26\|22.91\|23.46\|21.45\|87952;2026-05-28\|21.80\|-2.02\|22.04\|22.59\|21.65\|55577;2026-05-29\|20.71\|-5.00\|21.66\|21.99\|20.46\|65554;2026-06-01\|21.31\|2.90\|20.50\|22.27\|20.41\|75360;2026-06-02\|21.06\|-1.17\|21.43\|21.76\|20.87\|47109;2026-06-03\|21.07\|0.05\|21.06\|21.64\|20.71\|49473;2026-06-04\|20.50\|-2.71\|21.13\|21.15\|20.00\|46836;2026-06-05\|20.02\|-2.34\|20.49\|20.80\|19.95\|47492;2026-06-08\|19.56\|-2.30\|19.80\|20.01\|19.00\|49243;2026-06-09\|19.74\|0.92\|19.56\|19.99\|19.39\|40719;2026-06-10\|19.38\|-1.82\|19.50\|19.70\|18.79\|46297;2026-06-11\|19.05\|-1.70\|19.38\|19.47\|18.75\|31723;2026-06-12\|19.09\|0.21\|19.01\|19.60\|19.01\|39025;2026-06-15\|19.65\|2.93\|19.19\|20.22\|19.04\|62093;2026-06-16\|20.26\|3.10\|19.61\|20.94\|19.18\|65939;2026-06-17\|20.45\|0.94\|20.30\|21.09\|20.15\|51657;2026-06-18\|20.42\|-0.15\|20.40\|20.92\|20.00\|47198;2026-06-22\|19.50\|-4.51\|20.22\|20.23\|18.60\|81627;2026-06-23\|19.35\|-0.77\|19.59\|19.92\|18.93\|43477;2026-06-24\|18.90\|-2.33\|19.00\|19.57\|18.81\|42272;2026-06-25\|18.25\|-3.44\|18.89\|18.93\|18.17\|49460;2026-06-26\|17.66\|-3.23\|18.00\|18.23\|17.35\|51106;2026-06-29\|17.12\|-3.06\|17.86\|17.86\|16.85\|51972;2026-06-30\|16.94\|-1.05\|17.01\|17.33\|16.74\|41545;2026-07-01\|17.99\|6.20\|16.93\|18.46\|16.69\|78199;2026-07-02\|16.85\|-6.34\|17.99\|18.00\|16.81\|59934;2026-07-03\|16.88\|0.18\|16.85\|17.48\|16.80\|39607;2026-07-06\|16.31\|-3.38\|16.70\|17.26\|16.27\|37288;2026-07-07\|15.68\|-3.86\|16.38\|16.38\|15.61\|37093;2026-07-08\|15.58\|-0.64\|15.53\|16.00\|15.39\|45231;2026-07-09\|16.25\|4.30\|15.58\|16.25\|15.36\|50094;2026-07-10\|15.63\|-3.82\|16.14\|16.38\|15.63\|49822;2026-07-13\|14.82\|-5.18\|16.36\|16.37\|14.70\|68850;2026-07-14\|15.24\|2.83\|14.90\|15.27\|14.55\|44887;2026-07-15\|15.24\|0.00\|15.42\|15.68\|15.14\|33709;2026-07-16\|15.11\|-0.85\|14.98\|15.61\|14.98\|35106;2026-07-17\|13.87\|-8.21\|15.00\|15.10\|13.75\|52645;2026-07-20\|12.88\|-7.14\|14.00\|14.24\|12.72\|64678;2026-07-21\|13.17\|2.25\|12.75\|13.18\|11.77\|97803;2026-07-22\|12.86\|-2.35\|13.02\|13.39\|12.66\|65928;2026-07-23\|13.41\|4.28\|12.86\|13.47\|12.75\|65324
43087		人形机器人+传感器+芯片行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2025年7月22日投资者关系活动记录表，公司新设具身智能子公司，已研制两代六维力传感器并布局柔性传感器，计划将车规级芯片工艺用于人形机器人。 2、据2026年4月27日投资者关系活动记录表，公司乘用车温度传感器项目2026年上半年批量供货，新能源整车龙头项目已量产。 3、据2025年2月21日互动易，公司拟成立人形机器人子公司，专注机器人传感器及芯片研发销售。	1、公司积极关注以人工智能AI的快速发展带来的人形机器人等新兴市场带来的传感器需求； 2、公司通过设立全资子公司盛美芯，公司具备了部分核心车规级芯片的自主设计、封装测试的能力，团队具备车规级MEMS压力传感器芯片的研发、生产和销售经验	2026-03-16\|19.34\|-1.73\|19.60\|20.04\|19.11\|90871;2026-03-17\|18.55\|-4.08\|19.36\|19.45\|18.55\|80670;2026-03-18\|18.60\|0.27\|18.55\|18.87\|18.42\|61356;2026-03-19\|17.94\|-3.55\|18.42\|18.58\|17.78\|64043;2026-03-20\|17.26\|-3.79\|18.10\|18.34\|17.00\|100969;2026-03-23\|16.39\|-5.04\|16.99\|17.09\|16.26\|80272;2026-03-24\|16.67\|1.71\|16.72\|16.81\|16.26\|65201;2026-03-25\|16.65\|-0.12\|16.96\|17.06\|16.26\|102041;2026-03-26\|16.65\|0.00\|16.64\|17.13\|16.48\|80793;2026-03-27\|16.86\|1.26\|16.50\|16.99\|16.41\|56664;2026-03-30\|16.70\|-0.95\|16.74\|17.08\|16.29\|73399;2026-03-31\|16.42\|-1.68\|16.60\|16.83\|16.37\|54089;2026-04-01\|18.06\|9.99\|16.76\|18.06\|16.71\|92009;2026-04-02\|18.14\|0.44\|18.35\|18.38\|17.72\|150144;2026-04-03\|18.53\|2.15\|18.39\|18.90\|17.85\|131750;2026-04-07\|18.65\|0.65\|18.70\|19.10\|17.95\|110499;2026-04-08\|19.61\|5.15\|18.99\|19.70\|18.74\|122805;2026-04-09\|21.57\|9.99\|19.56\|21.57\|19.38\|120597;2026-04-10\|21.15\|-1.95\|21.49\|22.30\|21.15\|194946;2026-04-13\|21.28\|0.61\|21.04\|21.54\|20.70\|91648;2026-04-14\|21.38\|0.47\|21.28\|21.68\|21.04\|74361;2026-04-15\|21.25\|-0.61\|21.38\|21.65\|21.15\|62257;2026-04-16\|22.00\|3.53\|21.57\|22.04\|21.08\|94172;2026-04-17\|22.44\|2.00\|22.00\|23.10\|21.68\|103847;2026-04-20\|21.91\|-2.36\|22.32\|22.59\|21.62\|94229;2026-04-21\|21.50\|-1.87\|21.75\|21.81\|21.27\|58754;2026-04-22\|21.30\|-0.93\|21.39\|21.99\|21.29\|54156;2026-04-23\|20.99\|-1.46\|21.05\|21.32\|20.89\|49974;2026-04-24\|20.86\|-0.62\|20.41\|21.38\|20.30\|55316;2026-04-27\|20.90\|0.19\|21.04\|21.28\|20.58\|49804;2026-04-28\|20.50\|-1.91\|20.82\|21.12\|20.35\|44198;2026-04-29\|20.12\|-1.85\|20.34\|20.67\|20.00\|67678;2026-04-30\|20.09\|-0.15\|20.20\|20.33\|19.90\|44937;2026-05-06\|20.29\|1.00\|20.09\|20.32\|19.91\|58249;2026-05-07\|21.48\|5.87\|20.31\|21.95\|20.17\|104102;2026-05-08\|21.55\|0.33\|21.33\|22.02\|21.33\|68395;2026-05-11\|21.11\|-2.04\|21.88\|21.88\|20.58\|91502;2026-05-12\|20.43\|-3.22\|20.88\|21.56\|20.12\|69748;2026-05-13\|20.78\|1.71\|20.64\|21.07\|20.46\|73094;2026-05-14\|20.72\|-0.29\|20.78\|21.35\|20.48\|61542;2026-05-15\|20.72\|0.00\|20.73\|21.15\|20.16\|97278;2026-05-18\|22.79\|9.99\|20.72\|22.79\|20.30\|122751;2026-05-19\|23.10\|1.36\|22.74\|23.33\|22.40\|145077;2026-05-20\|20.79\|-10.00\|23.19\|23.22\|20.79\|149805;2026-05-21\|18.71\|-10.00\|19.88\|20.38\|18.71\|206053;2026-05-22\|18.22\|-2.62\|18.31\|18.90\|17.30\|133499;2026-05-25\|18.31\|0.49\|18.38\|18.65\|17.33\|115645;2026-05-26\|17.77\|-2.95\|18.22\|18.22\|17.44\|70282;2026-05-27\|17.04\|-4.11\|18.05\|18.05\|16.65\|88786;2026-05-28\|16.58\|-2.70\|17.17\|17.17\|16.36\|66510;2026-05-29\|16.33\|-1.51\|16.90\|16.92\|16.17\|56773;2026-06-01\|17.96\|9.98\|16.69\|17.96\|16.35\|90459;2026-06-02\|16.90\|-5.90\|17.75\|18.30\|16.46\|134821;2026-06-03\|16.59\|-1.83\|17.14\|17.32\|16.47\|74290;2026-06-04\|16.20\|-2.35\|16.75\|16.75\|16.11\|51065;2026-06-05\|15.95\|-1.54\|16.10\|16.58\|15.37\|88748;2026-06-08\|15.56\|-2.45\|15.55\|16.26\|15.37\|66850;2026-06-09\|15.42\|-0.90\|15.87\|15.96\|15.22\|54225;2026-06-10\|14.93\|-3.18\|15.50\|15.50\|14.63\|47798;2026-06-11\|14.72\|-1.41\|14.93\|15.19\|14.65\|42402;2026-06-12\|14.67\|-0.34\|15.00\|15.07\|14.59\|53219;2026-06-15\|14.75\|0.55\|14.67\|14.98\|14.49\|50403;2026-06-16\|15.17\|2.85\|15.13\|15.36\|14.35\|82086;2026-06-17\|14.85\|-2.11\|15.02\|15.26\|14.61\|84910;2026-06-18\|14.18\|-4.51\|14.71\|14.78\|13.86\|89263;2026-06-22\|13.30\|-6.21\|14.04\|14.04\|13.16\|114567;2026-06-23\|13.69\|2.93\|13.10\|14.34\|13.07\|123880;2026-06-24\|13.35\|-2.48\|14.30\|14.51\|13.25\|103332;2026-06-25\|12.81\|-4.04\|13.01\|13.96\|12.80\|90349;2026-06-26\|12.09\|-5.62\|12.86\|13.06\|12.09\|87533;2026-06-29\|11.85\|-1.99\|12.06\|12.31\|11.68\|116872;2026-06-30\|11.75\|-0.84\|11.85\|12.02\|11.65\|109884;2026-07-01\|12.31\|4.77\|11.75\|12.54\|11.58\|111325;2026-07-02\|12.40\|0.73\|12.50\|13.17\|12.20\|109615;2026-07-03\|13.26\|6.94\|12.42\|13.48\|12.41\|130369;2026-07-06\|12.49\|-5.81\|13.15\|13.45\|12.36\|106293;2026-07-07\|11.87\|-4.96\|12.40\|12.80\|11.85\|64420;2026-07-08\|11.39\|-4.04\|11.78\|11.87\|11.30\|67474;2026-07-09\|11.38\|-0.09\|11.20\|11.66\|11.00\|69094;2026-07-10\|11.64\|2.28\|11.38\|12.10\|11.19\|77024;2026-07-13\|11.10\|-4.64\|11.59\|11.63\|11.03\|63502;2026-07-14\|11.11\|0.09\|10.90\|11.20\|10.75\|45443;2026-07-15\|11.39\|2.52\|11.00\|11.59\|10.77\|71505;2026-07-16\|11.30\|-0.79\|11.35\|11.65\|11.11\|63601;2026-07-17\|10.60\|-6.19\|11.22\|11.48\|10.39\|86749;2026-07-20\|10.22\|-3.58\|10.65\|11.03\|10.08\|80379;2026-07-21\|10.22\|0.00\|10.28\|10.35\|9.50\|92463;2026-07-22\|10.03\|-1.86\|10.12\|10.33\|9.88\|61046;2026-07-23\|10.48\|4.49\|9.99\|10.53\|9.93\|62098
43086		稀土永磁+机器人概念+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年5月8日机构调研，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段；据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售。 2、据2025年年度报告，高性能钕铁硼永磁材料是工业机器人伺服电机的核心材料，公司高性能磁材产品在工业机器人电机等领域不断取得突破。 3、据2026年4月30日公告，公司2026年一季度实现营收25.12亿元，同比增长74.93%；归母净利润2.16亿元，同比增长595.21%。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域	2026-03-16\|17.68\|3.09\|17.18\|17.78\|17.08\|440978;2026-03-17\|17.35\|-1.87\|17.87\|18.18\|17.35\|336307;2026-03-18\|17.24\|-0.63\|17.49\|17.70\|16.64\|294778;2026-03-19\|16.19\|-6.09\|17.37\|17.37\|16.05\|269482;2026-03-20\|15.61\|-3.58\|16.44\|16.44\|15.53\|240899;2026-03-23\|14.95\|-4.23\|15.10\|15.97\|14.76\|375067;2026-03-24\|16.45\|10.03\|15.30\|16.45\|14.75\|367077;2026-03-25\|17.22\|4.68\|16.80\|17.26\|16.39\|388260;2026-03-26\|16.56\|-3.83\|17.39\|17.39\|16.50\|250478;2026-03-27\|17.24\|4.11\|16.39\|17.46\|16.25\|307294;2026-03-30\|17.04\|-1.16\|17.03\|17.19\|16.65\|204331;2026-03-31\|16.75\|-1.70\|16.99\|17.12\|16.57\|192485;2026-04-01\|18.43\|10.03\|17.11\|18.43\|16.89\|313786;2026-04-02\|18.01\|-2.28\|18.59\|18.60\|17.43\|591783;2026-04-03\|17.70\|-1.72\|18.01\|18.13\|17.47\|304513;2026-04-07\|18.78\|6.10\|17.68\|19.20\|17.68\|520365;2026-04-08\|19.35\|3.04\|18.81\|19.68\|18.66\|715635;2026-04-09\|21.29\|10.03\|19.50\|21.29\|19.23\|443489;2026-04-10\|21.72\|2.02\|21.13\|22.29\|20.71\|815675;2026-04-13\|21.08\|-2.95\|21.96\|22.29\|20.85\|595238;2026-04-14\|20.85\|-1.09\|21.21\|21.30\|20.40\|481563;2026-04-15\|21.63\|3.74\|20.85\|22.50\|20.53\|629755;2026-04-16\|22.73\|5.09\|21.34\|23.00\|21.05\|632891;2026-04-17\|22.31\|-1.85\|22.43\|23.18\|22.00\|456135;2026-04-20\|22.88\|2.55\|22.39\|23.08\|21.99\|409702;2026-04-21\|22.93\|0.22\|22.68\|23.87\|22.39\|476540;2026-04-22\|23.13\|0.87\|23.35\|24.15\|22.40\|443598;2026-04-23\|21.96\|-5.06\|23.01\|23.50\|21.58\|648082;2026-04-24\|22.41\|2.05\|21.96\|23.00\|21.80\|337223;2026-04-27\|22.07\|-1.52\|22.30\|23.01\|21.81\|295580;2026-04-28\|21.30\|-3.49\|22.11\|22.20\|21.17\|224331;2026-04-29\|23.43\|10.00\|21.43\|23.43\|21.43\|247478;2026-04-30\|25.77\|9.99\|24.88\|25.77\|24.66\|457693;2026-05-06\|25.85\|0.31\|26.00\|26.80\|25.50\|767726;2026-05-07\|26.94\|4.22\|26.23\|27.01\|25.92\|543061;2026-05-08\|27.38\|1.63\|26.10\|27.58\|26.00\|438782;2026-05-11\|30.09\|9.90\|27.98\|30.12\|27.23\|645557;2026-05-12\|28.75\|-4.45\|29.60\|30.12\|27.95\|598117;2026-05-13\|29.09\|1.18\|28.11\|29.96\|28.11\|449503;2026-05-14\|28.46\|-2.17\|29.28\|29.61\|28.36\|355938;2026-05-15\|27.95\|-1.79\|28.86\|28.90\|27.48\|318539;2026-05-18\|27.45\|-1.79\|27.68\|28.15\|26.93\|301195;2026-05-19\|27.37\|-0.29\|27.23\|27.66\|26.00\|279503;2026-05-20\|30.11\|10.01\|27.09\|30.11\|27.01\|410236;2026-05-21\|28.43\|-5.58\|30.25\|30.53\|28.00\|469357;2026-05-22\|29.06\|2.22\|28.30\|29.78\|28.30\|329816;2026-05-25\|31.97\|10.01\|29.30\|31.97\|29.09\|448590;2026-05-26\|32.59\|1.94\|33.10\|33.50\|31.34\|530488;2026-05-27\|30.97\|-4.97\|32.60\|32.82\|30.71\|350475;2026-05-28\|31.30\|1.07\|30.98\|31.98\|30.98\|341727;2026-05-29\|29.47\|-5.85\|31.19\|31.19\|29.17\|347333;2026-06-01\|28.59\|-2.99\|29.41\|30.07\|28.29\|278020;2026-06-02\|30.15\|5.46\|28.60\|30.88\|27.79\|351154;2026-06-03\|32.82\|8.86\|30.61\|33.17\|30.31\|782234;2026-06-04\|36.10\|9.99\|32.00\|36.10\|31.35\|734849;2026-06-05\|31.17\|3.90\|30.59\|33.00\|30.59\|1351988;2026-06-08\|31.43\|0.83\|30.00\|33.63\|29.95\|1006890;2026-06-09\|32.80\|4.36\|32.23\|34.47\|32.10\|899431;2026-06-10\|31.70\|-3.35\|32.81\|33.22\|30.50\|622640;2026-06-11\|30.59\|-3.50\|31.70\|32.59\|29.58\|718747;2026-06-12\|29.33\|-4.12\|30.60\|31.62\|29.08\|750220;2026-06-15\|30.57\|4.23\|29.59\|30.91\|28.60\|669304;2026-06-16\|33.63\|10.01\|30.60\|33.63\|30.18\|449739;2026-06-17\|34.22\|1.75\|34.23\|34.85\|33.08\|919120;2026-06-18\|36.10\|5.49\|33.64\|36.61\|33.56\|732638;2026-06-22\|35.97\|-0.36\|36.00\|36.45\|34.38\|769044;2026-06-23\|32.37\|-10.01\|35.26\|35.45\|32.37\|614884;2026-06-24\|31.42\|-2.93\|31.99\|32.00\|30.40\|701418;2026-06-25\|30.75\|-2.13\|31.43\|32.31\|30.51\|608372;2026-06-26\|28.32\|-7.90\|30.73\|30.74\|27.71\|716223;2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.25\|-5.86\|22.00\|22.18\|20.00\|288389;2026-07-16\|19.25\|-4.94\|20.23\|20.54\|18.95\|325127;2026-07-17\|17.60\|-8.57\|19.35\|19.44\|17.40\|335314;2026-07-20\|15.91\|-9.60\|18.09\|18.30\|15.84\|410726;2026-07-21\|17.39\|9.30\|16.39\|17.44\|14.58\|464651;2026-07-22\|17.37\|-0.12\|17.43\|18.07\|17.01\|413650;2026-07-23\|17.63\|1.50\|17.54\|17.93\|17.20\|284763
43085		预重整+光伏硅片+机器人行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2026年5月8日异常波动公告，南昌中院已启动预重整，公司明确“依托重整重生”战略，重整预期升温。 2、据2026年4月30日年报，公司具备182mm及210mm大尺寸单晶硅片、硅棒量产能力，并与下游光伏电池片或组件企业保持长期稳定合作。 3、据2025年3月3日互动易，子公司邦宝益智推出AI编程教育机器人，适配教育部白名单赛事。	控股股东沐邦新能源控股所持股份被司法冻结	2026-03-16\|9.72\|-0.71\|9.76\|9.89\|9.42\|101819;2026-03-17\|10.21\|5.04\|9.85\|10.21\|9.78\|100688;2026-03-18\|10.30\|0.88\|10.47\|10.72\|10.26\|282887;2026-03-19\|10.73\|4.17\|10.16\|10.81\|10.05\|168575;2026-03-20\|11.27\|5.03\|10.73\|11.27\|10.52\|148473;2026-03-23\|10.87\|-3.55\|11.23\|11.80\|10.75\|245773;2026-03-24\|11.41\|4.97\|11.03\|11.41\|10.88\|138829;2026-03-25\|11.41\|0.00\|11.69\|11.72\|11.13\|134448;2026-03-26\|10.99\|-3.68\|11.46\|11.49\|10.97\|100729;2026-03-27\|11.22\|2.09\|10.86\|11.27\|10.82\|62720;2026-03-30\|11.63\|3.65\|11.22\|11.75\|11.05\|69759;2026-03-31\|11.51\|-1.03\|11.65\|11.92\|11.41\|64575;2026-04-01\|11.36\|-1.30\|11.51\|11.60\|11.22\|76984;2026-04-02\|11.14\|-1.94\|11.04\|11.35\|10.98\|64116;2026-04-03\|11.64\|4.49\|11.14\|11.65\|11.14\|77508;2026-04-07\|11.81\|1.46\|11.28\|11.90\|11.28\|70942;2026-04-08\|12.06\|2.12\|11.95\|12.17\|11.94\|50468;2026-04-09\|12.61\|4.56\|12.06\|12.66\|11.87\|77965;2026-04-10\|12.35\|-2.06\|12.69\|13.00\|12.16\|135862;2026-04-13\|12.96\|4.94\|12.45\|12.96\|12.31\|92947;2026-04-14\|12.75\|-1.62\|12.77\|13.01\|12.64\|77095;2026-04-15\|12.90\|1.18\|12.78\|13.17\|12.66\|67445;2026-04-16\|12.57\|-2.56\|12.90\|12.90\|12.52\|78496;2026-04-17\|12.11\|-3.66\|12.56\|12.58\|11.94\|122349;2026-04-20\|11.50\|-5.04\|12.10\|12.30\|11.50\|141770;2026-04-21\|11.35\|-1.30\|11.00\|11.55\|10.93\|114621;2026-04-22\|11.86\|4.49\|11.32\|11.90\|11.05\|91417;2026-04-23\|11.90\|0.34\|11.98\|12.19\|11.77\|88355;2026-04-24\|11.71\|-1.60\|11.50\|12.02\|11.50\|77055;2026-04-27\|11.20\|-4.36\|11.76\|11.87\|11.20\|93817;2026-04-28\|11.76\|5.00\|11.06\|11.76\|11.01\|105458;2026-04-29\|11.86\|0.85\|11.95\|12.12\|11.75\|99025;2026-04-30\|12.45\|4.97\|12.45\|12.45\|12.45\|24034;2026-05-06\|13.07\|4.98\|13.07\|13.07\|13.07\|15855;2026-05-07\|13.72\|4.97\|13.72\|13.72\|13.72\|9060;2026-05-08\|13.50\|-1.60\|14.41\|14.41\|13.03\|190790;2026-05-11\|14.18\|5.04\|13.40\|14.18\|13.38\|113355;2026-05-12\|14.89\|5.01\|14.65\|14.89\|14.21\|125350;2026-05-13\|14.99\|0.67\|15.04\|15.46\|14.60\|137070;2026-05-14\|14.24\|-5.00\|15.00\|15.39\|14.24\|199770;2026-05-15\|14.02\|-1.54\|13.84\|14.31\|13.53\|153745;2026-05-18\|14.72\|4.99\|14.34\|14.72\|14.10\|107466;2026-05-19\|15.29\|3.87\|15.01\|15.46\|14.88\|150527;2026-05-20\|15.25\|-0.26\|15.14\|15.59\|14.86\|129382;2026-05-21\|14.89\|-2.36\|15.20\|15.35\|14.68\|93904;2026-05-22\|14.74\|-1.01\|15.05\|15.30\|14.71\|96624;2026-05-25\|14.03\|-4.82\|14.75\|14.89\|14.03\|106036;2026-05-26\|13.73\|-2.14\|14.07\|14.48\|13.37\|140325;2026-05-27\|13.95\|1.60\|13.87\|14.28\|13.70\|94967;2026-05-28\|13.71\|-1.72\|14.20\|14.28\|13.60\|78899;2026-05-29\|14.40\|5.03\|13.67\|14.40\|13.33\|134437;2026-06-01\|14.79\|2.71\|14.30\|15.08\|14.13\|99389;2026-06-02\|14.57\|-1.49\|14.96\|14.96\|14.39\|66143;2026-06-03\|13.97\|-4.12\|14.65\|14.65\|13.96\|78441;2026-06-04\|13.96\|-0.07\|13.98\|14.26\|13.60\|71926;2026-06-05\|13.88\|-0.57\|13.74\|14.04\|13.43\|65563;2026-06-08\|13.74\|-1.01\|13.46\|14.19\|13.46\|66015;2026-06-09\|14.20\|3.35\|13.74\|14.29\|13.60\|67067;2026-06-10\|13.70\|-3.52\|14.00\|14.14\|13.61\|51115;2026-06-11\|13.12\|-4.23\|13.62\|13.73\|13.02\|76188;2026-06-12\|13.12\|0.00\|13.20\|13.51\|12.80\|56174;2026-06-15\|13.30\|1.37\|13.34\|13.42\|12.88\|53742;2026-06-16\|13.65\|2.63\|13.27\|13.72\|13.09\|72300;2026-06-17\|14.14\|3.59\|13.60\|14.24\|13.53\|69541;2026-06-18\|14.27\|0.92\|14.20\|14.34\|13.86\|55730;2026-06-22\|14.58\|2.17\|14.98\|14.98\|14.46\|91544;2026-06-23\|14.88\|2.06\|14.40\|15.07\|14.30\|67825;2026-06-24\|14.64\|-1.61\|14.80\|14.97\|14.45\|54795;2026-06-25\|14.19\|-3.07\|14.49\|14.63\|14.13\|57599;2026-06-26\|14.12\|-0.49\|13.76\|14.41\|13.76\|52491;2026-06-29\|14.06\|-0.42\|13.96\|14.28\|13.51\|66978;2026-06-30\|14.66\|4.27\|14.06\|14.75\|13.91\|55075;2026-07-01\|14.59\|-0.48\|14.60\|14.74\|14.48\|41918;2026-07-02\|14.98\|2.67\|14.48\|15.07\|14.38\|62104;2026-07-03\|14.32\|-4.41\|14.58\|14.86\|14.23\|92578;2026-07-06\|14.36\|0.28\|14.15\|14.57\|14.11\|41070;2026-07-07\|14.36\|0.00\|14.46\|14.55\|14.20\|33229;2026-07-08\|14.65\|2.02\|14.40\|14.96\|14.20\|60720;2026-07-09\|14.13\|-3.55\|14.70\|14.70\|14.07\|54392;2026-07-10\|13.57\|-3.96\|14.00\|14.05\|13.50\|63713;2026-07-13\|12.94\|-4.64\|13.60\|13.64\|12.89\|72454;2026-07-14\|11.65\|-9.97\|12.85\|13.20\|11.65\|119963;2026-07-15\|12.20\|4.72\|11.65\|12.45\|11.43\|123643;2026-07-16\|10.98\|-10.00\|12.06\|12.60\|10.98\|172007;2026-07-17\|11.30\|2.91\|11.00\|11.47\|9.89\|181101;2026-07-20\|10.17\|-10.00\|11.31\|11.50\|10.17\|110311;2026-07-21\|9.15\|-10.03\|9.36\|9.84\|9.15\|127313;2026-07-22\|8.24\|-9.95\|8.68\|9.33\|8.24\|183398;2026-07-23\|8.46\|2.67\|8.50\|8.63\|7.66\|149539
43084		涨停揭秘：发布重整计划草案，海南省国资委拟成为实控人，地方国资纾困逻辑驱动ST股反弹；涨停缘由：重整计划明确引入海南国资背景战投，解决历史债务问题，后续有望注入优质文旅或传媒资产，实现主业转型；资金逻辑：游资接力明显，国泰君安武汉紫阳东路营业部三日净买入超八千万元，换手率连续两日超20%，筹码快速交换；风险提示：重整尚需债权人会议表决及法院裁定，国资注资存在审批不确定性，2025年归母净利润仍为负值	公司签署6.1亿元重整投资协议	2026-03-16\|2.84\|-0.70\|2.81\|2.88\|2.81\|120054;2026-03-17\|2.82\|-0.70\|2.86\|2.87\|2.81\|129872;2026-03-18\|2.80\|-0.71\|2.82\|2.82\|2.77\|129837;2026-03-19\|2.77\|-1.07\|2.80\|2.80\|2.76\|121289;2026-03-20\|2.72\|-1.81\|2.78\|2.79\|2.71\|146204;2026-03-23\|2.60\|-4.41\|2.70\|2.71\|2.58\|260186;2026-03-24\|2.64\|1.54\|2.64\|2.70\|2.58\|176512;2026-03-25\|2.66\|0.76\|2.65\|2.67\|2.64\|156249;2026-03-26\|2.60\|-2.26\|2.65\|2.66\|2.60\|149900;2026-03-27\|2.63\|1.15\|2.60\|2.64\|2.55\|134325;2026-03-30\|2.67\|1.52\|2.59\|2.72\|2.59\|217771;2026-03-31\|2.62\|-1.87\|2.67\|2.73\|2.61\|158367;2026-04-01\|2.63\|0.38\|2.63\|2.66\|2.61\|115076;2026-04-02\|2.61\|-0.76\|2.63\|2.64\|2.59\|90105;2026-04-03\|2.62\|0.38\|2.62\|2.64\|2.59\|128174;2026-04-07\|2.66\|1.53\|2.62\|2.70\|2.62\|112199;2026-04-08\|2.69\|1.13\|2.68\|2.70\|2.67\|127768;2026-04-09\|2.82\|4.83\|2.68\|2.82\|2.65\|276089;2026-04-10\|2.96\|4.96\|2.96\|2.96\|2.96\|158353;2026-04-13\|3.11\|5.07\|3.11\|3.11\|3.11\|128395;2026-04-14\|2.95\|-5.14\|3.27\|3.27\|2.95\|1365806;2026-04-15\|3.00\|1.69\|2.93\|3.06\|2.84\|1078477;2026-04-16\|2.88\|-4.00\|2.94\|2.97\|2.85\|747501;2026-04-17\|2.81\|-2.43\|2.88\|2.88\|2.76\|503821;2026-04-20\|2.78\|-1.07\|2.80\|2.85\|2.76\|320222;2026-04-21\|2.83\|1.80\|2.80\|2.87\|2.77\|301402;2026-04-22\|2.79\|-1.41\|2.83\|2.83\|2.77\|271164;2026-04-23\|2.80\|0.36\|2.78\|2.84\|2.76\|275097;2026-04-24\|2.93\|4.64\|2.80\|2.94\|2.80\|645167;2026-04-27\|2.83\|-3.41\|2.94\|2.96\|2.78\|474302;2026-04-28\|2.73\|-3.53\|2.88\|2.88\|2.71\|435586;2026-04-29\|2.75\|0.73\|2.69\|2.76\|2.69\|272466;2026-04-30\|2.73\|-0.73\|2.75\|2.77\|2.72\|252308;2026-05-06\|2.67\|-2.20\|2.69\|2.73\|2.65\|299725;2026-05-07\|2.64\|-1.12\|2.67\|2.67\|2.63\|259134;2026-05-08\|2.68\|1.52\|2.67\|2.72\|2.66\|196763;2026-05-11\|2.66\|-0.75\|2.68\|2.68\|2.63\|231048;2026-05-12\|2.74\|3.01\|2.66\|2.79\|2.63\|361455;2026-05-13\|2.88\|5.11\|2.88\|2.88\|2.88\|157230;2026-05-14\|2.77\|-3.82\|3.02\|3.02\|2.74\|677503;2026-05-15\|2.78\|0.36\|2.72\|2.83\|2.69\|391132;2026-05-18\|2.75\|-1.08\|2.73\|2.81\|2.72\|242575;2026-05-19\|2.71\|-1.45\|2.75\|2.76\|2.70\|202209;2026-05-20\|2.68\|-1.11\|2.71\|2.73\|2.68\|166981;2026-05-21\|2.66\|-0.75\|2.69\|2.71\|2.66\|192455;2026-05-22\|2.70\|1.50\|2.66\|2.70\|2.65\|163793;2026-05-25\|2.68\|-0.74\|2.70\|2.71\|2.66\|166868;2026-05-26\|2.73\|1.87\|2.67\|2.75\|2.65\|241198;2026-05-27\|2.67\|-2.20\|2.71\|2.72\|2.66\|182696;2026-05-28\|2.66\|-0.37\|2.65\|2.67\|2.65\|125073;2026-05-29\|2.65\|-0.38\|2.65\|2.67\|2.63\|137307;2026-06-01\|2.59\|-2.26\|2.65\|2.65\|2.52\|201771;2026-06-02\|2.56\|-1.16\|2.59\|2.62\|2.55\|150078;2026-06-03\|2.50\|-2.34\|2.55\|2.56\|2.49\|231449;2026-06-04\|2.63\|5.20\|2.49\|2.63\|2.45\|405866;2026-06-05\|2.55\|-3.04\|2.61\|2.61\|2.54\|226537;2026-06-08\|2.59\|1.57\|2.50\|2.65\|2.49\|205762;2026-06-09\|2.59\|0.00\|2.63\|2.66\|2.58\|122363;2026-06-10\|2.59\|0.00\|2.57\|2.64\|2.53\|176267;2026-06-11\|2.52\|-2.70\|2.57\|2.58\|2.52\|163586;2026-06-12\|2.56\|1.59\|2.51\|2.58\|2.47\|200721;2026-06-15\|2.61\|1.95\|2.58\|2.65\|2.56\|239908;2026-06-16\|2.66\|1.92\|2.65\|2.67\|2.61\|279562;2026-06-17\|2.63\|-1.13\|2.64\|2.75\|2.62\|401019;2026-06-22\|2.64\|5.18\|2.64\|2.64\|2.60\|330525;2026-06-23\|2.60\|-1.52\|2.65\|2.71\|2.58\|349328;2026-06-24\|2.60\|0.00\|2.61\|2.66\|2.57\|204589;2026-06-25\|2.50\|-3.85\|2.58\|2.59\|2.49\|283177;2026-06-26\|2.47\|-1.20\|2.50\|2.50\|2.41\|196999;2026-06-29\|2.42\|-2.02\|2.50\|2.52\|2.41\|167576;2026-06-30\|2.51\|3.72\|2.41\|2.54\|2.41\|194488;2026-07-01\|2.47\|-1.59\|2.50\|2.55\|2.46\|174315;2026-07-02\|2.57\|4.05\|2.44\|2.58\|2.44\|255757;2026-07-03\|2.64\|2.72\|2.57\|2.64\|2.54\|227535;2026-07-06\|2.56\|-3.03\|2.63\|2.66\|2.55\|171648;2026-07-07\|2.59\|1.17\|2.55\|2.68\|2.53\|176764;2026-07-08\|2.53\|-2.32\|2.55\|2.59\|2.53\|112664;2026-07-09\|2.50\|-1.19\|2.52\|2.57\|2.45\|135584;2026-07-10\|2.50\|0.00\|2.55\|2.55\|2.48\|128869;2026-07-13\|2.50\|0.00\|2.48\|2.60\|2.47\|196498;2026-07-14\|2.49\|-0.40\|2.50\|2.53\|2.46\|147540;2026-07-15\|2.48\|-0.40\|2.48\|2.51\|2.46\|98073;2026-07-16\|2.49\|0.40\|2.47\|2.51\|2.46\|113058;2026-07-17\|2.43\|-2.41\|2.49\|2.49\|2.41\|158638;2026-07-20\|2.39\|-1.65\|2.44\|2.45\|2.38\|133658;2026-07-21\|2.28\|-4.60\|2.39\|2.39\|2.15\|293483;2026-07-22\|2.21\|-3.07\|2.26\|2.32\|2.20\|136033;2026-07-23\|2.23\|0.91\|2.21\|2.25\|2.18\|100970
43083		申请撤销ST+物业管理+固废资源化行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月24日互动易，公司主要银行账户已全部完成解冻，日常经营资金收付已恢复正常；据2026年6月29日公告，公司已就触及的股票交易其他风险警示事项向深交所提交撤销全部申请，目前尚需审核。 2、据2026年4月23日年报及2026年5月8日机构调研，公司聚焦科技园区物业管理服务主业，打造“园区管理+招商运营+政策赋能”三位一体的产业生态体系。 3、据2026年4月23日年报及2026年5月8日机构调研，公司开拓环境保护与资源循环再生产业，聚焦固废处理与资源再生利用，培育第二增长曲线。	公司完成资本公积转增9.90亿股，控股股东变更为上海恒涔企业管理咨询有限公司	2026-03-16\|3.42\|1.18\|3.38\|3.43\|3.35\|86872;2026-03-17\|3.37\|-1.46\|3.41\|3.47\|3.37\|77560;2026-03-18\|3.36\|-0.30\|3.38\|3.38\|3.35\|74754;2026-03-19\|3.29\|-2.08\|3.35\|3.36\|3.29\|87014;2026-03-20\|3.29\|0.00\|3.31\|3.34\|3.29\|80969;2026-03-23\|3.13\|-4.86\|3.27\|3.27\|3.13\|141198;2026-03-24\|3.19\|1.92\|3.16\|3.20\|3.14\|79068;2026-03-25\|3.21\|0.63\|3.20\|3.22\|3.16\|85099;2026-03-26\|3.16\|-1.56\|3.21\|3.27\|3.16\|88477;2026-03-27\|3.21\|1.58\|3.15\|3.21\|3.13\|66537;2026-03-30\|3.18\|-0.93\|3.15\|3.20\|3.13\|87864;2026-03-31\|3.13\|-1.57\|3.18\|3.24\|3.12\|106558;2026-04-01\|3.11\|-0.64\|3.16\|3.18\|3.10\|95972;2026-04-02\|3.03\|-2.57\|3.12\|3.13\|3.01\|106621;2026-04-03\|2.97\|-1.98\|3.04\|3.04\|2.95\|106842;2026-04-07\|2.97\|0.00\|2.95\|3.00\|2.93\|74698;2026-04-08\|3.03\|2.02\|3.00\|3.05\|3.00\|101748;2026-04-09\|3.18\|4.95\|3.01\|3.18\|3.00\|158340;2026-04-10\|3.27\|2.83\|3.25\|3.34\|3.19\|263679;2026-04-13\|3.43\|4.89\|3.31\|3.43\|3.25\|221397;2026-04-14\|3.43\|0.00\|3.44\|3.52\|3.39\|245355;2026-04-15\|3.44\|0.29\|3.39\|3.54\|3.39\|166683;2026-04-16\|3.40\|-1.16\|3.43\|3.49\|3.40\|113942;2026-04-17\|3.36\|-1.18\|3.41\|3.43\|3.33\|121490;2026-04-20\|3.32\|-1.19\|3.37\|3.38\|3.30\|99836;2026-04-21\|3.32\|0.00\|3.30\|3.35\|3.28\|82037;2026-04-22\|3.36\|1.20\|3.30\|3.44\|3.26\|180419;2026-04-23\|3.25\|-3.27\|3.32\|3.34\|3.23\|142845;2026-04-24\|3.19\|-1.85\|3.24\|3.25\|3.17\|84587;2026-04-27\|3.15\|-1.25\|3.19\|3.21\|3.13\|112217;2026-04-28\|3.26\|3.49\|3.16\|3.30\|3.10\|155660;2026-04-29\|3.25\|-0.31\|3.27\|3.31\|3.24\|94924;2026-04-30\|3.20\|-1.54\|3.26\|3.27\|3.17\|101250;2026-05-06\|3.18\|-0.62\|3.23\|3.23\|3.17\|92785;2026-05-07\|3.14\|-1.26\|3.16\|3.21\|3.12\|139990;2026-05-08\|3.09\|-1.59\|3.12\|3.14\|3.03\|120353;2026-05-11\|3.07\|-0.65\|3.10\|3.14\|3.07\|140768;2026-05-12\|3.03\|-1.30\|3.09\|3.11\|3.03\|139107;2026-05-13\|3.06\|0.99\|3.07\|3.11\|3.02\|128789;2026-05-14\|3.02\|-1.31\|3.06\|3.07\|3.01\|129845;2026-05-15\|3.03\|0.33\|3.05\|3.06\|2.99\|110831;2026-05-18\|3.18\|4.95\|3.04\|3.18\|2.98\|214566;2026-05-19\|3.09\|-2.83\|3.18\|3.18\|3.08\|162929;2026-05-20\|3.10\|0.32\|3.08\|3.18\|3.04\|122424;2026-05-21\|3.05\|-1.61\|3.10\|3.13\|3.05\|91272;2026-05-22\|3.08\|0.98\|3.04\|3.09\|3.03\|66072;2026-05-25\|3.02\|-1.95\|3.09\|3.09\|3.01\|101652;2026-05-26\|2.99\|-0.99\|3.02\|3.04\|2.98\|80377;2026-05-27\|2.99\|0.00\|3.00\|3.02\|2.97\|54802;2026-05-28\|2.96\|-1.00\|2.99\|2.99\|2.95\|76641;2026-05-29\|2.96\|0.00\|2.98\|3.05\|2.94\|103688;2026-06-01\|3.00\|1.35\|2.95\|3.03\|2.94\|88901;2026-06-02\|2.99\|-0.33\|2.99\|2.99\|2.95\|72595;2026-06-03\|2.97\|-0.67\|2.99\|3.00\|2.95\|64912;2026-06-04\|2.94\|-1.01\|2.95\|2.96\|2.94\|65728;2026-06-05\|2.94\|0.00\|2.94\|2.96\|2.93\|57106;2026-06-08\|2.84\|-3.40\|2.92\|2.92\|2.83\|98815;2026-06-09\|2.78\|-2.11\|2.85\|2.88\|2.78\|73436;2026-06-10\|2.73\|-1.80\|2.80\|2.84\|2.68\|113748;2026-06-11\|2.63\|-3.66\|2.69\|2.72\|2.60\|100460;2026-06-12\|2.62\|-0.38\|2.63\|2.67\|2.61\|84467;2026-06-15\|2.60\|-0.76\|2.60\|2.67\|2.58\|90949;2026-06-16\|2.55\|-1.92\|2.61\|2.61\|2.53\|124118;2026-06-17\|2.52\|-1.18\|2.56\|2.63\|2.52\|122238;2026-06-18\|2.50\|-0.79\|2.56\|2.56\|2.46\|123894;2026-06-22\|2.38\|-4.80\|2.49\|2.49\|2.38\|146289;2026-06-23\|2.50\|5.04\|2.50\|2.50\|2.50\|19354;2026-06-24\|2.63\|5.20\|2.63\|2.63\|2.63\|11030;2026-06-25\|2.76\|4.94\|2.76\|2.76\|2.76\|57045;2026-06-26\|2.90\|5.07\|2.85\|2.90\|2.77\|357492;2026-06-29\|3.05\|5.17\|2.97\|3.05\|2.88\|303254;2026-06-30\|3.20\|4.92\|3.19\|3.20\|3.09\|208952;2026-07-01\|3.36\|5.00\|3.36\|3.36\|3.28\|117367;2026-07-02\|3.27\|-2.68\|3.53\|3.53\|3.21\|601255;2026-07-03\|3.43\|4.89\|3.22\|3.43\|3.19\|326613;2026-07-06\|3.26\|-4.96\|3.40\|3.51\|3.19\|355648;2026-07-07\|3.22\|-1.23\|3.28\|3.38\|3.16\|208966;2026-07-08\|3.15\|-2.17\|3.21\|3.22\|3.11\|165198;2026-07-09\|3.15\|0.00\|3.12\|3.23\|3.11\|152837;2026-07-10\|3.27\|3.81\|3.12\|3.30\|3.10\|176797;2026-07-13\|3.10\|-5.20\|3.26\|3.26\|3.07\|176794;2026-07-14\|3.08\|-0.65\|3.09\|3.14\|3.05\|108286;2026-07-15\|3.05\|-0.97\|3.09\|3.10\|3.03\|86219;2026-07-16\|3.05\|0.00\|3.04\|3.07\|2.99\|91476;2026-07-17\|2.99\|-1.97\|3.04\|3.10\|2.98\|139789;2026-07-20\|2.73\|-8.70\|3.00\|3.00\|2.69\|195148;2026-07-21\|2.76\|1.10\|2.74\|2.83\|2.64\|145715;2026-07-22\|2.79\|1.09\|2.75\|2.82\|2.72\|81753;2026-07-23\|2.86\|2.51\|2.80\|2.87\|2.79\|89893
43082		资产收回+调味品+一季度扭亏+ST摘帽预期 1、据2026年6月30日公告，公司全资子公司宁夏加加于2026年6月29日收到宁夏可可美生物工程有限公司管理人转来的剩余拍卖变价所得款约1004万元，公司已取回全部味精等委托加工库存物资。 2、据2026年4月27日公告，公司2026年一季度实现营业收入4.35亿元，同比增长3.46%；归母净利润3382.61万元，同比增长124.34%，实现扭亏为盈。 3、据2025年年度报告，公司是调味品行业代表性品牌企业，聚焦“减盐”系列战略产品，打造了减盐、面条鲜、原酿造等产品矩阵，并拥有覆盖多个省份的全国性销售网络。	公司控股股东变更为中国东方资产管理股份有限公司	2026-03-16\|6.67\|2.93\|6.47\|6.69\|6.44\|90886;2026-03-17\|6.65\|-0.30\|6.68\|6.86\|6.62\|59110;2026-03-18\|6.60\|-0.75\|6.69\|6.70\|6.58\|43529;2026-03-19\|6.58\|-0.30\|6.57\|6.71\|6.54\|40889;2026-03-20\|6.59\|0.15\|6.59\|6.60\|6.46\|47925;2026-03-23\|6.39\|-3.03\|6.58\|6.58\|6.30\|68866;2026-03-24\|6.66\|4.23\|6.38\|6.66\|6.38\|67763;2026-03-25\|6.62\|-0.60\|6.76\|6.99\|6.55\|134929;2026-03-26\|6.55\|-1.06\|6.59\|6.62\|6.47\|54520;2026-03-27\|6.49\|-0.92\|6.55\|6.55\|6.46\|23875;2026-03-30\|6.58\|1.39\|6.49\|6.59\|6.47\|40472;2026-03-31\|6.64\|0.91\|6.58\|6.71\|6.57\|61462;2026-04-01\|6.78\|2.11\|6.64\|6.82\|6.64\|68176;2026-04-02\|6.70\|-1.18\|6.79\|6.81\|6.60\|46516;2026-04-03\|6.89\|2.84\|6.70\|6.98\|6.68\|105582;2026-04-07\|7.23\|4.93\|6.96\|7.23\|6.92\|166638;2026-04-08\|7.33\|1.38\|7.46\|7.58\|7.26\|152603;2026-04-09\|7.70\|5.05\|7.33\|7.70\|7.33\|215289;2026-04-10\|8.09\|5.06\|8.08\|8.09\|8.02\|49063;2026-04-13\|8.20\|1.36\|8.10\|8.41\|7.85\|320147;2026-04-14\|7.79\|-5.00\|8.44\|8.61\|7.79\|324254;2026-04-15\|7.49\|-3.85\|7.68\|7.75\|7.41\|192854;2026-04-16\|7.34\|-2.00\|7.53\|7.64\|7.28\|111939;2026-04-17\|7.26\|-1.09\|7.39\|7.44\|7.25\|74090;2026-04-20\|7.29\|0.41\|7.35\|7.41\|7.17\|80616;2026-04-21\|7.29\|0.00\|7.36\|7.36\|7.23\|38757;2026-04-22\|7.18\|-1.51\|7.33\|7.33\|7.13\|66250;2026-04-23\|7.03\|-2.09\|7.23\|7.23\|7.00\|74687;2026-04-24\|7.34\|4.41\|7.08\|7.38\|6.97\|95947;2026-04-27\|7.39\|0.68\|7.48\|7.50\|7.26\|69704;2026-04-28\|7.68\|3.92\|7.32\|7.74\|7.32\|96381;2026-04-29\|7.69\|0.13\|7.70\|7.85\|7.56\|73147;2026-04-30\|7.86\|2.21\|7.69\|7.93\|7.68\|88510;2026-05-06\|7.98\|1.53\|7.93\|8.04\|7.80\|70998;2026-05-07\|7.63\|-4.39\|7.97\|8.03\|7.58\|116682;2026-05-08\|7.75\|1.57\|7.68\|7.84\|7.59\|70796;2026-05-11\|8.14\|5.03\|8.00\|8.14\|7.98\|127556;2026-05-12\|8.32\|2.21\|8.47\|8.54\|8.11\|150284;2026-05-13\|8.00\|-3.85\|8.25\|8.30\|7.95\|130387;2026-05-14\|8.40\|5.00\|8.02\|8.40\|8.02\|130503;2026-05-15\|8.17\|-2.74\|8.40\|8.49\|8.09\|141957;2026-05-18\|7.76\|-5.02\|8.30\|8.30\|7.76\|117581;2026-05-19\|7.45\|-3.99\|7.63\|7.63\|7.37\|122167;2026-05-20\|7.77\|4.30\|7.50\|7.80\|7.32\|87882;2026-05-21\|7.72\|-0.64\|7.70\|7.91\|7.64\|50945;2026-05-22\|7.83\|1.42\|7.62\|7.88\|7.62\|50932;2026-05-25\|7.73\|-1.28\|7.80\|7.82\|7.65\|46187;2026-05-26\|7.61\|-1.55\|7.82\|7.88\|7.57\|42159;2026-05-27\|7.48\|-1.71\|7.58\|7.58\|7.32\|56262;2026-05-28\|7.33\|-2.01\|7.54\|7.54\|7.32\|36571;2026-05-29\|7.20\|-1.77\|7.31\|7.45\|7.20\|53973;2026-06-01\|7.56\|5.00\|7.33\|7.56\|7.20\|51138;2026-06-02\|7.61\|0.66\|7.56\|7.68\|7.42\|37066;2026-06-03\|7.64\|0.39\|7.63\|7.66\|7.46\|30753;2026-06-04\|7.54\|-1.31\|7.62\|7.68\|7.49\|25852;2026-06-05\|7.44\|-1.33\|7.54\|7.54\|7.35\|33546;2026-06-08\|7.46\|0.27\|7.43\|7.81\|7.40\|51596;2026-06-09\|7.48\|0.27\|7.43\|7.53\|7.39\|24817;2026-06-10\|7.44\|-0.53\|7.48\|7.50\|7.40\|30466;2026-06-11\|7.27\|-2.28\|7.43\|7.47\|7.25\|36083;2026-06-12\|7.38\|1.51\|7.31\|7.50\|7.26\|39459;2026-06-15\|7.44\|0.81\|7.28\|7.53\|7.28\|30764;2026-06-16\|7.27\|-2.28\|7.45\|7.45\|7.24\|45602;2026-06-17\|7.06\|-2.89\|7.27\|7.35\|7.01\|60347;2026-06-18\|7.08\|0.28\|7.18\|7.18\|6.90\|41274;2026-06-22\|6.73\|-4.94\|6.98\|6.98\|6.73\|41943;2026-06-23\|6.58\|-2.23\|6.39\|6.67\|6.39\|116249;2026-06-24\|6.45\|-1.98\|6.57\|6.72\|6.38\|62035;2026-06-25\|6.15\|-4.65\|6.47\|6.52\|6.13\|78835;2026-06-26\|6.00\|-2.44\|6.15\|6.24\|5.94\|75870;2026-06-29\|5.88\|-2.00\|6.00\|6.03\|5.70\|86240;2026-06-30\|6.17\|4.93\|5.94\|6.17\|5.89\|57981;2026-07-01\|6.09\|-1.30\|6.26\|6.42\|6.02\|79104;2026-07-02\|6.05\|-0.66\|6.06\|6.20\|5.94\|50548;2026-07-03\|6.35\|4.96\|6.06\|6.35\|6.06\|88902;2026-07-06\|6.29\|-0.94\|6.35\|6.49\|6.21\|76618;2026-07-07\|6.32\|0.48\|6.30\|6.45\|6.22\|35706;2026-07-08\|6.08\|-3.80\|6.34\|6.38\|6.03\|44331;2026-07-09\|6.07\|-0.16\|6.14\|6.14\|6.02\|28702;2026-07-10\|6.07\|0.00\|6.14\|6.19\|6.02\|24215;2026-07-13\|5.97\|-1.65\|6.07\|6.10\|5.91\|33327;2026-07-14\|6.37\|6.70\|5.97\|6.42\|5.88\|66862;2026-07-15\|6.39\|0.31\|6.34\|6.41\|6.23\|37349;2026-07-16\|6.19\|-3.13\|6.42\|6.43\|6.12\|33239;2026-07-17\|5.96\|-3.72\|6.20\|6.20\|5.92\|40073;2026-07-20\|5.60\|-6.04\|5.96\|5.99\|5.38\|75065;2026-07-21\|5.50\|-1.79\|5.59\|5.69\|5.23\|51909;2026-07-22\|5.36\|-2.55\|5.51\|5.60\|5.28\|53009;2026-07-23\|5.59\|4.29\|5.48\|5.66\|5.37\|47748
43081		科技产业园区+国资保壳+充电桩+ST板块行业原因： 1、据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。 2、据上证报，5月，北京二手住房成交量超1.6万套，同比上涨约12%。至此，北京二手房成交量在4月之后，再次创下近5年同期新高。公司原因： 1、据2026年3月31日年报，公司科技产业园区业务以打造“一站式产业园区综合运营服务商”为目标，同时正通过租售并举等方式全力盘活存量房产。 2、据2026年5月13日投资者关系管理信息，针对保壳及重组关切，公司表示正积极寻求各种途径的支持，致力于改善经营状况，并保持与证监局沟通；据2025年年度报告，公司最终控制人为杭州市人民政府。 3、据2026年3月31日年报，公司智能充电及运营业务涵盖大功率重卡充电桩，已完成360KW-720KW超大功率风冷和全液冷超高压充电桩研发，并已对接星星充电等平台在上海、重庆投入运营。	全资子公司拟挂牌转让温岭祥泰27.5%股权
43080		退市博弈+氢能物流+电商物流行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月10日公告，公司预计2025年度扣除无关收入后营收超3亿元，退市财务指标有望消除，短线资金博弈升温。 2、据2025年8月23日半年报，公司参股广东原锋氢燃料电池研发并控股安阳原尚新能源，布局“物流+氢能”重卡运输。 3、据2025年8月23日半年报，公司与拼多多、顺丰合作切入电商物流，优化收入结构。	公司预计2025年亏损5800万元-6900万元	2026-03-16\|32.08\|-5.00\|32.08\|32.08\|32.08\|2474;2026-03-17\|30.70\|-4.30\|30.99\|32.51\|30.49\|22287;2026-03-18\|29.17\|-4.98\|30.09\|30.09\|29.17\|3147;2026-03-19\|30.63\|5.01\|29.04\|30.63\|28.60\|13454;2026-03-20\|32.16\|5.00\|32.10\|32.16\|32.09\|2676;2026-03-23\|30.55\|-5.01\|32.16\|32.69\|30.55\|5052;2026-03-24\|29.85\|-2.29\|29.10\|31.27\|29.02\|13244;2026-03-25\|29.15\|-2.35\|30.00\|31.20\|28.88\|7017;2026-03-26\|29.54\|1.34\|29.00\|29.70\|28.36\|8614;2026-03-27\|28.06\|-5.01\|29.00\|29.30\|28.06\|12612;2026-03-30\|26.66\|-4.99\|26.66\|27.28\|26.66\|8127;2026-03-31\|25.33\|-4.99\|25.33\|26.90\|25.33\|14003;2026-04-01\|24.06\|-5.01\|25.20\|25.44\|24.06\|13460;2026-04-02\|22.86\|-4.99\|22.86\|22.86\|22.86\|782;2026-04-03\|21.72\|-4.99\|21.72\|21.72\|21.72\|893;2026-04-07\|22.81\|5.02\|22.50\|22.81\|22.50\|5718;2026-04-08\|23.95\|5.00\|23.95\|23.95\|23.95\|918;2026-04-09\|25.15\|5.01\|25.15\|25.15\|25.15\|2674;2026-04-10\|26.41\|5.01\|26.41\|26.41\|25.86\|14680;2026-04-13\|27.73\|5.00\|27.73\|27.73\|27.50\|5387;2026-04-14\|29.12\|5.01\|29.09\|29.12\|28.98\|5598;2026-04-15\|27.66\|-5.01\|30.56\|30.56\|27.66\|20799;2026-04-16\|28.51\|3.07\|26.53\|28.96\|26.53\|16701;2026-04-17\|27.40\|-3.89\|28.20\|28.59\|27.22\|13040;2026-04-20\|28.77\|5.00\|27.81\|28.77\|27.81\|16101;2026-04-21\|30.21\|5.01\|28.66\|30.21\|28.30\|18443;2026-04-22\|31.72\|5.00\|31.72\|31.72\|31.72\|2338;2026-04-23\|33.31\|5.01\|33.31\|33.31\|33.31\|1308;2026-04-24\|33.32\|0.03\|34.98\|34.98\|32.24\|25735;2026-04-27\|34.99\|5.01\|33.00\|34.99\|32.17\|18786;2026-04-28\|36.74\|5.00\|34.10\|36.74\|34.10\|15827;2026-04-29\|36.50\|-0.65\|37.34\|37.53\|35.21\|17189;2026-04-30\|37.00\|1.37\|35.50\|37.18\|35.10\|11022;2026-05-06\|37.37\|1.00\|36.75\|38.43\|36.75\|8786;2026-05-07\|39.15\|4.76\|36.50\|39.24\|36.50\|12019;2026-05-08\|39.55\|1.02\|39.75\|40.39\|38.20\|12946;2026-05-11\|39.98\|1.09\|39.56\|40.48\|38.96\|5743;2026-05-12\|37.98\|-5.00\|40.40\|40.40\|37.98\|9846;2026-05-13\|36.82\|-3.05\|36.08\|38.50\|36.08\|10263;2026-05-14\|38.66\|5.00\|36.82\|38.66\|36.82\|13694;2026-05-15\|38.70\|0.10\|39.05\|39.48\|38.27\|10098;2026-05-18\|37.20\|-3.88\|38.95\|38.95\|36.96\|7061;2026-05-19\|37.67\|1.26\|37.64\|38.02\|36.98\|3076;2026-05-20\|37.50\|-0.45\|37.67\|37.87\|37.10\|2257;2026-05-21\|37.23\|-0.72\|37.25\|38.41\|37.18\|2885;2026-05-22\|37.49\|0.70\|37.23\|37.69\|36.66\|3750;2026-05-25\|36.48\|-2.69\|37.43\|37.43\|35.62\|6937;2026-05-26\|35.97\|-1.40\|36.90\|36.90\|35.30\|6031;2026-05-27\|36.30\|0.92\|35.02\|36.99\|35.02\|5168;2026-05-28\|37.02\|1.98\|36.58\|37.18\|36.13\|3931;2026-05-29\|35.52\|-4.05\|36.87\|37.86\|35.20\|4584;2026-06-01\|35.00\|-1.46\|36.15\|36.15\|34.84\|3162;2026-06-02\|36.75\|5.00\|35.00\|36.75\|33.55\|5890;2026-06-03\|36.74\|-0.03\|36.97\|37.60\|36.51\|4792;2026-06-04\|35.25\|-4.06\|36.73\|36.73\|35.10\|3948;2026-06-05\|35.25\|0.00\|33.78\|36.50\|33.49\|9603;2026-06-08\|36.82\|4.45\|34.60\|37.01\|34.52\|10961;2026-06-09\|38.26\|3.91\|36.64\|38.50\|36.64\|7432;2026-06-10\|38.19\|-0.18\|38.25\|38.50\|37.40\|3880;2026-06-11\|37.87\|-0.84\|39.10\|39.20\|37.66\|3461;2026-06-12\|35.98\|-4.99\|36.80\|38.30\|35.98\|10960;2026-06-16\|38.78\|7.78\|36.45\|39.20\|36.35\|24553;2026-06-17\|38.25\|-1.37\|39.15\|40.20\|36.81\|15874;2026-06-18\|41.41\|8.26\|38.01\|41.86\|37.00\|28809;2026-06-22\|39.90\|-3.65\|40.96\|42.86\|39.18\|19568;2026-06-23\|40.10\|0.50\|39.80\|40.80\|39.33\|7394;2026-06-24\|38.86\|-3.09\|40.95\|40.95\|38.52\|7473;2026-06-25\|36.69\|-5.58\|38.89\|39.50\|36.50\|9741;2026-06-26\|36.00\|-1.88\|36.86\|36.99\|34.10\|12492;2026-06-29\|35.45\|-1.53\|36.43\|36.43\|34.18\|11839;2026-06-30\|34.60\|-2.40\|35.15\|36.89\|34.32\|11213;2026-07-01\|35.09\|1.42\|35.20\|35.58\|34.12\|9998;2026-07-02\|35.70\|1.74\|35.00\|36.67\|34.36\|11166;2026-07-03\|34.55\|-3.22\|35.77\|36.02\|34.50\|6004;2026-07-06\|32.26\|-6.63\|34.78\|34.78\|31.68\|11001;2026-07-07\|32.53\|0.84\|32.40\|32.89\|31.19\|7768;2026-07-08\|33.11\|1.78\|32.72\|33.80\|32.20\|7316;2026-07-09\|36.42\|10.00\|33.14\|36.42\|32.75\|9636;2026-07-10\|34.99\|-3.93\|38.69\|38.69\|34.41\|15917;2026-07-13\|33.85\|-3.26\|34.75\|34.87\|33.39\|6928;2026-07-14\|33.49\|-1.06\|34.18\|34.54\|32.00\|8098;2026-07-15\|34.62\|3.37\|35.18\|36.15\|34.44\|9628;2026-07-16\|34.00\|-1.79\|34.72\|34.73\|33.76\|5219;2026-07-17\|33.97\|-0.09\|34.20\|34.88\|33.58\|7424;2026-07-20\|30.57\|-10.01\|33.97\|34.12\|30.57\|8755;2026-07-21\|29.01\|-5.10\|30.26\|30.57\|27.52\|12077;2026-07-22\|28.18\|-2.86\|29.02\|29.60\|27.90\|7850;2026-07-23\|29.15\|3.44\|28.19\|30.11\|27.66\|8127
43079		重整投资人+光伏建筑一体化+建筑装饰行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月28日公告，截至4月23日17时已有1家意向投资人提交符合要求的《重整投资方案》，公司正与预重整管理人磋商尽快签订协议。 2、据2025年年度报告，公司具备BIPV光伏建筑一体化全链条EPC能力，与信义光能合资的安徽金寨100兆瓦光伏电站持续贡献利润，并落地深圳水贝壹号大厦等标杆项目。 3、据2025年年度报告，公司为国家建筑装饰和幕墙施工一级、设计甲级企业，连续多年入选“中国建筑装饰行业百强”前十，主营政府机构及央国企建筑装饰设计与施工。	公司具备大型地面电站、分布式光伏EPC工程业务承接能力，已在集中式电站开发、分布式光伏施工、屋顶光伏施工等项目上有成功的经验	2026-03-16\|7.21\|1.26\|7.13\|7.31\|7.03\|177367;2026-03-17\|6.99\|-3.05\|7.24\|7.25\|6.95\|116870;2026-03-18\|7.03\|0.57\|6.93\|7.08\|6.82\|97665;2026-03-19\|6.92\|-1.56\|6.92\|7.03\|6.84\|122046;2026-03-20\|6.81\|-1.59\|6.90\|6.99\|6.71\|122037;2026-03-23\|7.15\|4.99\|7.15\|7.15\|7.02\|291492;2026-03-24\|7.51\|5.04\|7.18\|7.51\|7.15\|102441;2026-03-25\|7.89\|5.06\|7.89\|7.89\|7.89\|38031;2026-03-26\|8.28\|4.94\|8.28\|8.28\|8.28\|17552;2026-03-27\|8.69\|4.95\|8.69\|8.69\|8.49\|297202;2026-03-30\|9.12\|4.95\|9.12\|9.12\|9.12\|44514;2026-03-31\|9.30\|1.97\|9.20\|9.58\|8.66\|790955;2026-04-01\|9.21\|-0.97\|9.31\|9.77\|8.87\|610742;2026-04-02\|9.40\|2.06\|8.95\|9.47\|8.75\|438648;2026-04-03\|8.93\|-5.00\|9.41\|9.87\|8.93\|401048;2026-04-07\|9.35\|4.70\|9.07\|9.36\|8.94\|388344;2026-04-08\|9.45\|1.07\|9.36\|9.52\|9.16\|333852;2026-04-09\|9.92\|4.97\|9.45\|9.92\|9.36\|327341;2026-04-10\|9.77\|-1.51\|9.99\|10.02\|9.53\|390595;2026-04-13\|9.36\|-4.20\|9.50\|9.79\|9.30\|319166;2026-04-14\|9.32\|-0.43\|9.26\|9.58\|8.91\|331297;2026-04-15\|9.52\|2.15\|9.25\|9.58\|9.03\|202657;2026-04-16\|9.35\|-1.79\|9.37\|9.57\|9.28\|139004;2026-04-17\|8.90\|-4.81\|9.20\|9.26\|8.90\|210512;2026-04-20\|9.35\|5.06\|8.85\|9.35\|8.72\|149879;2026-04-21\|9.82\|5.03\|9.60\|9.82\|9.50\|187691;2026-04-22\|10.31\|4.99\|10.02\|10.31\|9.96\|105688;2026-04-23\|10.45\|1.36\|10.62\|10.80\|9.98\|295589;2026-04-24\|10.97\|4.98\|10.43\|10.97\|10.33\|158952;2026-04-27\|10.42\|-5.01\|10.54\|10.73\|10.42\|184582;2026-04-28\|10.50\|0.77\|9.90\|10.90\|9.90\|294644;2026-04-30\|9.98\|-4.95\|9.98\|10.40\|9.98\|240978;2026-05-06\|9.48\|-5.01\|10.15\|10.22\|9.48\|178250;2026-05-07\|9.95\|4.96\|9.48\|9.95\|9.22\|181068;2026-05-08\|10.10\|1.51\|9.91\|10.44\|9.52\|186511;2026-05-11\|9.82\|-2.77\|9.70\|10.09\|9.70\|122283;2026-05-12\|9.88\|0.61\|9.96\|10.09\|9.71\|118831;2026-05-13\|10.37\|4.96\|9.84\|10.37\|9.81\|112991;2026-05-14\|10.89\|5.01\|10.53\|10.89\|10.53\|29123;2026-05-15\|10.35\|-4.96\|10.35\|10.35\|10.35\|132147;2026-05-18\|9.83\|-5.02\|9.83\|9.83\|9.83\|10470;2026-05-19\|9.34\|-4.98\|9.34\|9.34\|9.34\|16037;2026-05-20\|8.87\|-5.03\|8.88\|9.08\|8.87\|303246;2026-05-21\|8.43\|-4.96\|8.43\|8.43\|8.43\|14802;2026-05-22\|8.01\|-4.98\|8.01\|8.08\|8.01\|201483;2026-05-25\|7.84\|-2.12\|7.88\|8.01\|7.61\|387129;2026-05-26\|7.45\|-4.97\|7.79\|7.79\|7.45\|206496;2026-05-27\|7.39\|-0.81\|7.25\|7.64\|7.11\|223994;2026-05-28\|7.02\|-5.01\|7.21\|7.27\|7.02\|282069;2026-05-29\|6.99\|-0.43\|7.00\|7.24\|6.83\|236328;2026-06-01\|7.34\|5.01\|7.34\|7.34\|7.33\|45583;2026-06-02\|6.97\|-5.04\|7.71\|7.71\|6.97\|303390;2026-06-03\|6.62\|-5.02\|6.85\|6.94\|6.62\|272335;2026-06-04\|6.31\|-4.68\|6.58\|6.73\|6.30\|209373;2026-06-05\|6.46\|2.38\|6.49\|6.63\|6.42\|245694;2026-06-08\|6.28\|-2.79\|6.14\|6.54\|6.14\|190402;2026-06-09\|6.07\|-3.34\|6.32\|6.47\|6.02\|182466;2026-06-10\|5.77\|-4.94\|6.07\|6.12\|5.77\|174840;2026-06-11\|5.77\|0.00\|5.81\|6.00\|5.63\|160555;2026-06-12\|5.80\|0.52\|5.89\|5.98\|5.75\|147207;2026-06-15\|5.93\|2.24\|5.89\|6.09\|5.82\|204543;2026-06-16\|6.09\|2.70\|5.82\|6.18\|5.77\|173455;2026-06-17\|5.88\|-3.45\|6.10\|6.25\|5.85\|158437;2026-06-18\|5.59\|-4.93\|5.98\|5.98\|5.59\|178189;2026-06-22\|5.32\|-4.83\|5.42\|5.49\|5.31\|141977;2026-06-23\|5.38\|1.13\|5.18\|5.54\|5.18\|165698;2026-06-24\|5.11\|-5.02\|5.35\|5.38\|5.11\|128290;2026-06-25\|4.85\|-5.09\|5.05\|5.09\|4.85\|150709;2026-06-26\|4.88\|0.62\|4.85\|5.04\|4.79\|144476;2026-06-29\|4.90\|0.41\|4.88\|5.08\|4.69\|147615;2026-06-30\|5.10\|4.08\|4.89\|5.15\|4.83\|173602;2026-07-01\|5.36\|5.10\|5.11\|5.36\|5.11\|108284;2026-07-02\|5.63\|5.04\|5.55\|5.63\|5.43\|75624;2026-07-03\|5.68\|0.89\|5.66\|5.91\|5.37\|242224;2026-07-06\|5.60\|-1.41\|5.83\|6.10\|5.60\|170406;2026-07-07\|5.17\|-7.68\|5.57\|5.66\|5.10\|143296;2026-07-08\|5.32\|2.90\|5.23\|5.44\|5.08\|108253;2026-07-09\|5.27\|-0.94\|5.31\|5.53\|5.26\|123328;2026-07-10\|5.26\|-0.19\|5.24\|5.38\|5.15\|79087;2026-07-13\|5.00\|-4.94\|5.26\|5.26\|4.96\|89447;2026-07-14\|5.04\|0.80\|5.03\|5.10\|4.95\|65790;2026-07-15\|5.18\|2.78\|5.02\|5.25\|4.92\|83736;2026-07-16\|5.05\|-2.51\|5.12\|5.31\|4.99\|88479;2026-07-17\|4.80\|-4.95\|5.04\|5.06\|4.69\|96751;2026-07-20\|4.32\|-10.00\|4.80\|4.84\|4.32\|136653;2026-07-21\|4.11\|-4.86\|4.30\|4.31\|3.89\|151486;2026-07-22\|4.14\|0.73\|4.12\|4.25\|4.06\|85102;2026-07-23\|4.33\|4.59\|4.10\|4.37\|4.10\|97038
43078		庭外重组+深圳国资+智慧城市+AI安防行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2026年4月29日年报及2026年4月18日公告，公司及全资子公司英飞拓仁用向福田企业重组中心提交的庭外重组申请已获受理并启动债权申报，重组协调人确定为中伦、德恒律所，后续或转入预重整、重整程序。 2、据2026年4月29日年报，公司控股股东为深圳市投资控股有限公司，最终控制人为深圳市国资委，具备深圳国资背景。 3、据2026年4月29日年报，公司定位为新型智慧城市建设与运营服务商，围绕智慧园区、智慧楼宇等提供顶层规划、数字底座、AI工程化全链条服务，产品覆盖4K超高清视频监控、人车检测智能识别等，并服务“鹏城云脑 II”等国家项目。	智慧城市解决方案提供、建设和运营服务商	2026-03-16\|3.56\|-4.04\|3.70\|3.79\|3.52\|411187;2026-03-17\|3.59\|0.84\|3.60\|3.73\|3.52\|304978;2026-03-18\|3.42\|-4.74\|3.51\|3.54\|3.41\|287353;2026-03-19\|3.35\|-2.05\|3.43\|3.47\|3.32\|238675;2026-03-20\|3.18\|-5.07\|3.34\|3.41\|3.18\|301835;2026-03-23\|3.19\|0.31\|3.18\|3.32\|3.10\|382429;2026-03-24\|3.35\|5.02\|3.24\|3.35\|3.18\|259134;2026-03-25\|3.52\|5.07\|3.47\|3.52\|3.43\|82159;2026-03-26\|3.69\|4.83\|3.70\|3.70\|3.52\|485331;2026-03-27\|3.62\|-1.90\|3.65\|3.65\|3.53\|266840;2026-03-30\|3.61\|-0.28\|3.54\|3.69\|3.46\|244986;2026-03-31\|3.79\|4.99\|3.79\|3.79\|3.79\|61303;2026-04-01\|3.98\|5.01\|3.98\|3.98\|3.98\|10683;2026-04-02\|4.15\|4.27\|4.17\|4.18\|3.85\|770169;2026-04-03\|3.99\|-3.86\|4.12\|4.16\|3.95\|397465;2026-04-07\|4.19\|5.01\|4.08\|4.19\|4.03\|111002;2026-04-08\|4.40\|5.01\|4.40\|4.40\|4.40\|21940;2026-04-09\|4.62\|5.00\|4.62\|4.62\|4.62\|17439;2026-04-10\|4.85\|4.98\|4.75\|4.85\|4.62\|777140;2026-04-13\|5.09\|4.95\|5.03\|5.09\|4.93\|122131;2026-04-14\|4.97\|-2.36\|5.34\|5.34\|4.84\|1072000;2026-04-15\|4.88\|-1.81\|4.90\|4.95\|4.72\|463173;2026-04-16\|5.12\|4.92\|4.76\|5.12\|4.64\|626989;2026-04-17\|5.38\|5.08\|5.37\|5.38\|5.10\|391421;2026-04-20\|5.51\|2.42\|5.62\|5.65\|5.31\|760071;2026-04-21\|5.23\|-5.08\|5.23\|5.43\|5.23\|499083;2026-04-22\|5.05\|-3.44\|5.08\|5.36\|4.99\|404311;2026-04-23\|4.87\|-3.56\|5.09\|5.16\|4.80\|339403;2026-04-24\|5.11\|4.93\|5.02\|5.11\|4.94\|403568;2026-04-27\|4.85\|-5.09\|4.98\|5.06\|4.85\|327785;2026-04-28\|4.61\|-4.95\|4.67\|4.73\|4.61\|277360;2026-04-30\|4.81\|4.34\|4.40\|4.84\|4.39\|397957;2026-05-06\|4.76\|-1.04\|4.76\|4.96\|4.71\|283285;2026-05-07\|4.55\|-4.41\|4.84\|4.84\|4.52\|304065;2026-05-08\|4.62\|1.54\|4.53\|4.74\|4.46\|216324;2026-05-11\|4.63\|0.22\|4.64\|4.69\|4.43\|188605;2026-05-12\|4.86\|4.97\|4.61\|4.86\|4.60\|166577;2026-05-13\|5.10\|4.94\|5.00\|5.10\|5.00\|120022;2026-05-14\|5.19\|1.76\|5.33\|5.35\|5.05\|312615;2026-05-15\|5.25\|1.16\|5.11\|5.42\|4.96\|274425;2026-05-18\|5.00\|-4.76\|5.16\|5.24\|4.99\|215612;2026-05-19\|4.90\|-2.00\|4.85\|5.00\|4.83\|115126;2026-05-20\|4.68\|-4.49\|4.89\|4.96\|4.66\|177519;2026-05-21\|4.56\|-2.56\|4.73\|4.85\|4.50\|139041;2026-05-22\|4.56\|0.00\|4.55\|4.61\|4.43\|116338;2026-05-25\|4.58\|0.44\|4.55\|4.65\|4.42\|117773;2026-05-26\|4.36\|-4.80\|4.61\|4.75\|4.35\|170170;2026-05-27\|4.58\|5.05\|4.29\|4.58\|4.18\|210683;2026-05-28\|4.36\|-4.80\|4.54\|4.57\|4.35\|187988;2026-05-29\|4.14\|-5.05\|4.33\|4.33\|4.14\|159107;2026-06-01\|4.35\|5.07\|4.16\|4.35\|4.04\|123728;2026-06-02\|4.57\|5.06\|4.42\|4.57\|4.42\|59705;2026-06-03\|4.80\|5.03\|4.80\|4.80\|4.80\|11139;2026-06-04\|4.80\|0.00\|4.88\|4.99\|4.68\|310290;2026-06-05\|4.83\|0.62\|4.80\|5.04\|4.72\|202886;2026-06-08\|4.85\|0.41\|4.75\|4.96\|4.63\|160005;2026-06-09\|4.87\|0.41\|4.86\|4.95\|4.80\|122155;2026-06-10\|4.83\|-0.82\|4.84\|4.88\|4.65\|118355;2026-06-11\|4.78\|-1.04\|4.83\|4.84\|4.69\|65325;2026-06-12\|4.88\|2.09\|4.78\|4.94\|4.70\|109121;2026-06-15\|4.96\|1.64\|4.92\|5.10\|4.92\|106303;2026-06-16\|4.76\|-4.03\|4.90\|4.97\|4.71\|130371;2026-06-17\|4.67\|-1.89\|4.76\|4.89\|4.65\|108796;2026-06-18\|4.71\|0.86\|4.59\|4.80\|4.51\|126667;2026-06-22\|4.54\|-3.61\|4.66\|4.66\|4.47\|123176;2026-06-23\|4.45\|-1.98\|4.51\|4.55\|4.40\|68912;2026-06-24\|4.50\|1.12\|4.45\|4.55\|4.32\|80654;2026-06-25\|4.31\|-4.22\|4.51\|4.52\|4.28\|96759;2026-06-26\|4.25\|-1.39\|4.31\|4.31\|4.12\|79624;2026-06-29\|4.39\|3.29\|4.19\|4.46\|4.12\|124052;2026-06-30\|4.17\|-5.01\|4.30\|4.33\|4.17\|131470;2026-07-01\|4.16\|-0.24\|4.17\|4.22\|3.96\|219290;2026-07-02\|4.27\|2.64\|4.06\|4.36\|4.04\|126241;2026-07-03\|4.48\|4.92\|4.22\|4.48\|4.16\|152632;2026-07-06\|4.54\|1.34\|4.50\|4.70\|4.40\|120566;2026-07-07\|4.30\|-5.29\|4.46\|4.60\|4.25\|95400;2026-07-08\|4.43\|3.02\|4.30\|4.50\|4.26\|77145;2026-07-09\|4.44\|0.23\|4.37\|4.53\|4.37\|69730;2026-07-10\|4.43\|-0.23\|4.46\|4.48\|4.39\|48520;2026-07-13\|4.48\|1.13\|4.51\|4.64\|4.40\|100517;2026-07-14\|4.51\|0.67\|4.48\|4.51\|4.30\|70980;2026-07-15\|4.46\|-1.11\|4.38\|4.52\|4.38\|61961;2026-07-16\|4.46\|0.00\|4.40\|4.49\|4.31\|58334;2026-07-17\|4.44\|-0.45\|4.46\|4.50\|4.37\|62386;2026-07-20\|4.45\|0.23\|4.45\|4.66\|4.36\|93008;2026-07-21\|4.32\|-2.92\|4.39\|4.44\|4.18\|98976;2026-07-22\|4.17\|-3.47\|4.28\|4.28\|4.16\|56723;2026-07-23\|4.16\|-0.24\|4.13\|4.23\|4.11\|56896
43077		绿色算力+矿业+预重整行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月12日年报，公司将绿色算力列为战略转型第一增长极，已布局青海、内蒙古双核心算力园区，形成“电力—基建—算力—运营”全链条能力，并计划加快昆仑算电一期建设及通辽、阿拉善项目落地。 2、据2025年9月18日公告及2026年5月12日年报，公司取得格尔木市那陵郭勒河西铁多金属矿M1矿区采矿证及不动产权证，成为青海省新矿法实施后首个取得双证的企业，矿种涵盖铁、铜、锌、银。 3、据2026年5月12日年报，公司2026年以“矿业+绿色算力”双轮驱动为转型主线，正全力配合法院及管理人推进债权审查、投资人遴选等预重整工作，以化解债务风险。	青海路桥工程施工企业；法院决定对公司启动预重整	2026-03-16\|7.04\|5.07\|7.04\|7.04\|7.04\|22159;2026-03-17\|7.39\|4.97\|7.39\|7.39\|7.39\|23579;2026-03-18\|7.35\|-0.54\|7.76\|7.76\|7.02\|668127;2026-03-19\|7.72\|5.03\|7.41\|7.72\|7.41\|301086;2026-03-20\|8.11\|5.05\|7.99\|8.11\|7.60\|532051;2026-03-23\|8.52\|5.06\|7.85\|8.52\|7.79\|386663;2026-03-24\|8.95\|5.05\|8.68\|8.95\|8.56\|267520;2026-03-25\|8.84\|-1.23\|9.15\|9.40\|8.59\|471443;2026-03-26\|9.28\|4.98\|8.67\|9.28\|8.67\|301314;2026-04-03\|9.70\|4.53\|8.84\|9.74\|8.83\|342693;2026-04-07\|9.22\|-4.95\|9.66\|9.66\|9.22\|164343;2026-04-08\|8.76\|-4.99\|8.76\|8.76\|8.76\|47447;2026-04-09\|9.20\|5.02\|8.32\|9.20\|8.32\|289176;2026-04-10\|9.38\|1.96\|9.54\|9.65\|8.88\|389624;2026-04-13\|8.91\|-5.01\|9.18\|9.58\|8.91\|332284;2026-04-14\|8.46\|-5.05\|8.46\|8.78\|8.46\|307404;2026-04-15\|8.04\|-4.96\|8.50\|8.62\|8.04\|250001;2026-04-16\|7.64\|-4.98\|7.64\|7.94\|7.64\|400545;2026-04-17\|7.64\|0.00\|7.38\|7.97\|7.38\|355344;2026-04-20\|8.02\|4.97\|7.69\|8.02\|7.69\|203969;2026-04-21\|8.42\|4.99\|8.42\|8.42\|8.42\|23611;2026-04-22\|8.48\|0.71\|8.70\|8.80\|8.01\|391998;2026-04-23\|8.21\|-3.18\|8.46\|8.59\|8.20\|203444;2026-04-24\|8.08\|-1.58\|7.80\|8.54\|7.80\|390446;2026-04-27\|7.74\|-4.21\|7.99\|8.28\|7.74\|259709;2026-04-28\|8.13\|5.04\|7.89\|8.13\|7.58\|240681;2026-04-29\|8.54\|5.04\|8.54\|8.54\|8.40\|117727;2026-04-30\|8.97\|5.04\|8.97\|8.97\|8.97\|14026;2026-05-06\|9.42\|5.02\|9.42\|9.42\|9.23\|213034;2026-05-07\|8.95\|-4.99\|9.60\|9.79\|8.95\|493305;2026-05-08\|9.40\|5.03\|8.99\|9.40\|8.52\|430750;2026-05-11\|9.38\|-0.21\|9.18\|9.60\|9.00\|267527;2026-05-12\|9.61\|2.45\|9.85\|9.85\|9.41\|303763;2026-05-13\|9.13\|-4.99\|9.43\|9.49\|9.13\|282421;2026-05-14\|9.09\|-0.44\|8.97\|9.37\|8.68\|282597;2026-05-15\|9.10\|0.11\|8.99\|9.26\|8.87\|188628;2026-05-18\|8.97\|-1.43\|8.96\|9.21\|8.93\|131148;2026-05-19\|8.72\|-2.79\|8.84\|8.95\|8.67\|177588;2026-05-20\|9.07\|4.01\|8.71\|9.16\|8.31\|284964;2026-05-21\|8.80\|-2.98\|8.87\|9.10\|8.78\|171378;2026-05-22\|9.00\|2.27\|8.87\|9.18\|8.85\|142558;2026-05-25\|8.80\|-2.22\|8.92\|9.07\|8.79\|140794;2026-05-26\|8.36\|-5.00\|8.47\|8.61\|8.36\|200189;2026-05-27\|7.97\|-4.67\|8.18\|8.45\|7.94\|215776;2026-05-28\|8.17\|2.51\|7.90\|8.19\|7.77\|155493;2026-05-29\|8.11\|-0.73\|8.18\|8.24\|8.01\|109242;2026-06-01\|7.95\|-1.97\|7.95\|8.12\|7.86\|114571;2026-06-02\|7.88\|-0.88\|7.85\|7.99\|7.66\|186818;2026-06-03\|8.05\|2.16\|7.79\|8.15\|7.76\|156865;2026-06-04\|7.65\|-4.97\|7.86\|7.93\|7.65\|175955;2026-06-05\|8.03\|4.97\|7.62\|8.03\|7.62\|182617;2026-06-08\|8.43\|4.98\|8.30\|8.43\|8.14\|101569;2026-06-09\|8.26\|-2.02\|8.63\|8.85\|8.17\|233510;2026-06-10\|7.89\|-4.48\|8.09\|8.22\|7.87\|149424;2026-06-11\|8.28\|4.94\|7.99\|8.28\|7.97\|172648;2026-06-12\|8.69\|4.95\|8.44\|8.69\|8.38\|175069;2026-06-15\|8.74\|0.58\|8.78\|9.09\|8.28\|228201;2026-06-16\|8.80\|0.69\|8.86\|9.02\|8.72\|147463;2026-06-17\|8.38\|-4.77\|8.70\|8.74\|8.38\|156291;2026-06-18\|8.80\|5.01\|8.78\|8.80\|8.61\|181822;2026-06-22\|8.76\|-0.45\|8.65\|8.88\|8.43\|178129;2026-06-23\|8.64\|-1.37\|8.62\|8.94\|8.52\|150308;2026-06-24\|8.37\|-3.12\|8.51\|8.63\|8.34\|142778;2026-06-25\|8.73\|4.30\|8.31\|8.74\|8.02\|223017;2026-06-26\|8.63\|-1.15\|8.69\|9.00\|8.54\|199076;2026-06-29\|8.20\|-4.98\|8.40\|8.40\|8.20\|174164;2026-06-30\|8.23\|0.37\|8.06\|8.40\|8.06\|131893;2026-07-01\|8.10\|-1.58\|8.25\|8.29\|8.05\|129331;2026-07-02\|8.44\|4.20\|8.03\|8.51\|7.95\|185566;2026-07-03\|8.20\|-2.84\|8.30\|8.64\|8.16\|188824;2026-07-06\|7.90\|-3.66\|8.20\|8.30\|7.88\|174851;2026-07-07\|7.11\|-10.00\|7.79\|7.96\|7.11\|266260;2026-07-08\|6.40\|-9.99\|6.97\|7.06\|6.40\|308167;2026-07-09\|6.21\|-2.97\|6.39\|6.66\|6.01\|283402;2026-07-10\|6.49\|4.51\|6.16\|6.79\|6.10\|283832;2026-07-13\|6.79\|4.62\|6.37\|6.86\|6.33\|226423;2026-07-14\|6.42\|-5.45\|6.79\|6.89\|6.32\|227271;2026-07-15\|6.58\|2.49\|6.33\|6.79\|6.33\|170039;2026-07-16\|6.50\|-1.22\|6.56\|6.76\|6.44\|142096;2026-07-17\|6.26\|-3.69\|6.45\|6.54\|6.11\|161563;2026-07-20\|5.63\|-10.06\|6.21\|6.34\|5.63\|221607;2026-07-21\|5.27\|-6.39\|5.57\|5.60\|5.07\|267511;2026-07-22\|5.50\|4.36\|5.38\|5.70\|5.34\|237302;2026-07-23\|6.05\|10.00\|5.53\|6.05\|5.53\|230092
43076		卫星通信+射频芯片+国产替代+定增扩产 1、据2026年2月5日互动易，目前，公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品。 2、据2025年12月29日公告，公司定增获证监会注册批复，拟募资34.75亿元用于12英寸SOI工艺射频芯片制造扩产，强化高端模组产能。 3、据2025年10月27日募集说明书，公司率先采用Fab-Lite模式，自建6英寸及12英寸产线，2024年射频前端模组收入占比升至42.05%，滤波器产品在品牌客户端持续放量。	公司主要从事射频领域集成电路研发，此前成为华为合格供应商	2026-03-16\|80.13\|0.68\|79.30\|80.99\|78.50\|78124;2026-03-17\|77.26\|-3.58\|80.38\|80.38\|77.21\|90841;2026-03-18\|79.95\|3.48\|77.74\|80.85\|77.33\|78539;2026-03-19\|79.30\|-0.81\|78.72\|79.88\|78.14\|63341;2026-03-20\|90.30\|13.87\|81.25\|95.16\|81.25\|659134;2026-03-23\|84.94\|-5.94\|90.01\|91.58\|84.39\|445046;2026-03-24\|87.01\|2.44\|87.33\|89.24\|83.75\|292043;2026-03-25\|88.40\|1.60\|88.31\|91.34\|87.68\|233322;2026-03-26\|87.00\|-1.58\|88.40\|90.65\|86.80\|196891;2026-03-27\|86.07\|-1.07\|86.01\|86.85\|84.00\|166389;2026-03-30\|83.76\|-2.68\|85.00\|85.44\|81.45\|151197;2026-03-31\|79.73\|-4.81\|83.61\|84.54\|79.70\|158028;2026-04-01\|81.11\|1.73\|81.66\|82.66\|80.21\|116778;2026-04-02\|84.60\|4.30\|80.83\|86.44\|80.50\|210249;2026-04-03\|89.10\|5.32\|86.87\|90.97\|85.97\|284137;2026-04-07\|87.90\|-1.35\|88.95\|90.20\|87.30\|165191;2026-04-08\|90.66\|3.14\|90.00\|91.50\|86.58\|301979;2026-04-09\|97.53\|7.58\|90.03\|101.18\|88.88\|468694;2026-04-10\|99.89\|2.42\|99.58\|102.30\|96.43\|374705;2026-04-13\|102.05\|2.16\|98.85\|105.71\|98.85\|333476;2026-04-14\|107.06\|4.91\|103.00\|110.93\|101.60\|350412;2026-04-15\|101.43\|-5.26\|105.13\|106.00\|100.32\|299592;2026-04-16\|103.47\|2.01\|101.43\|105.66\|99.81\|206104;2026-04-17\|106.00\|2.45\|105.80\|111.74\|103.68\|303075;2026-04-20\|114.48\|8.00\|106.40\|118.58\|106.40\|378052;2026-04-21\|111.74\|-2.39\|111.70\|113.86\|108.20\|238515;2026-04-22\|114.59\|2.55\|113.75\|117.27\|112.00\|306012;2026-04-23\|104.78\|-8.56\|112.58\|113.58\|104.12\|386684;2026-04-24\|102.70\|-1.99\|104.15\|105.55\|102.10\|240302;2026-04-27\|106.58\|3.78\|104.09\|109.75\|103.80\|243643;2026-04-28\|104.69\|-1.77\|104.58\|107.86\|101.45\|226082;2026-04-29\|101.98\|-2.59\|104.00\|106.38\|101.86\|204779;2026-04-30\|99.62\|-2.31\|103.40\|103.85\|99.12\|219185;2026-05-06\|103.20\|3.59\|101.80\|105.50\|100.00\|299963;2026-05-07\|106.56\|3.26\|102.89\|107.99\|100.26\|277074;2026-05-08\|103.80\|-2.59\|104.50\|106.49\|102.23\|208923;2026-05-11\|107.39\|3.46\|104.80\|108.58\|103.63\|289571;2026-05-12\|109.90\|2.34\|108.00\|112.38\|105.80\|364220;2026-05-13\|126.93\|15.50\|107.55\|128.28\|106.34\|497615;2026-05-14\|140.88\|10.99\|130.95\|144.90\|129.47\|641143;2026-05-15\|133.63\|-5.15\|140.76\|143.95\|132.05\|492854;2026-05-18\|130.80\|-2.12\|129.00\|134.44\|128.08\|303666;2026-05-19\|129.39\|-1.08\|130.50\|130.76\|122.96\|266413;2026-05-20\|130.00\|0.47\|129.39\|132.46\|125.76\|308433;2026-05-21\|121.03\|-6.90\|133.00\|134.17\|120.56\|362016;2026-05-22\|125.51\|3.70\|123.03\|129.70\|121.51\|266752;2026-05-25\|123.22\|-1.82\|126.00\|126.90\|120.76\|299508;2026-05-26\|117.91\|-4.31\|124.78\|125.29\|114.78\|317237;2026-05-27\|116.97\|-0.80\|117.91\|122.80\|114.00\|265116;2026-05-28\|117.09\|0.10\|116.96\|118.47\|112.00\|264417;2026-05-29\|108.10\|-7.68\|118.49\|120.36\|106.68\|319057;2026-06-01\|100.35\|-7.17\|109.89\|110.80\|100.03\|243575;2026-06-02\|101.32\|0.97\|100.14\|103.70\|99.60\|206414;2026-06-03\|104.55\|3.19\|109.00\|110.85\|103.38\|305799;2026-06-04\|104.85\|0.29\|106.22\|108.08\|103.01\|189690;2026-06-05\|104.77\|-0.08\|104.05\|108.56\|102.75\|221236;2026-06-08\|93.87\|-10.40\|100.00\|101.73\|93.58\|270899;2026-06-09\|99.00\|5.46\|95.62\|101.00\|93.31\|240251;2026-06-10\|94.51\|-4.54\|98.47\|98.98\|93.00\|171674;2026-06-11\|91.85\|-2.81\|93.56\|95.56\|90.51\|181759;2026-06-12\|89.76\|-2.28\|94.01\|95.00\|87.60\|314742;2026-06-15\|96.66\|7.69\|89.75\|96.83\|88.80\|259553;2026-06-16\|97.71\|1.09\|96.80\|98.62\|95.00\|193815;2026-06-17\|99.80\|2.14\|96.50\|101.09\|95.50\|212505;2026-06-18\|106.10\|6.31\|99.74\|109.01\|99.20\|416524;2026-06-22\|112.38\|5.92\|109.88\|112.38\|104.00\|460636;2026-06-23\|113.92\|1.37\|113.50\|120.00\|109.80\|465410;2026-06-24\|113.63\|-0.25\|112.65\|114.56\|108.55\|336853;2026-06-25\|111.32\|-2.03\|113.00\|116.50\|107.56\|342686;2026-06-26\|100.93\|-9.33\|109.94\|112.34\|100.91\|360056;2026-06-29\|100.80\|-0.13\|101.15\|106.00\|96.77\|280973;2026-06-30\|109.58\|8.71\|100.55\|109.97\|98.88\|288224;2026-07-01\|104.50\|-4.64\|110.30\|113.00\|103.50\|250602;2026-07-02\|101.49\|-2.88\|102.78\|108.39\|99.60\|218686;2026-07-03\|98.39\|-3.05\|99.99\|103.95\|98.39\|183760;2026-07-06\|95.82\|-2.61\|99.08\|99.72\|93.39\|162115;2026-07-07\|91.42\|-4.59\|93.70\|95.02\|89.78\|172398;2026-07-08\|89.63\|-1.96\|91.11\|92.93\|86.88\|169096;2026-07-09\|92.83\|3.57\|91.33\|93.00\|87.18\|178512;2026-07-10\|94.69\|2.00\|92.49\|99.88\|91.80\|289021;2026-07-13\|87.95\|-7.12\|93.50\|95.55\|87.50\|185287;2026-07-14\|86.71\|-1.41\|88.54\|88.88\|83.07\|174941;2026-07-15\|86.40\|-0.36\|91.50\|95.79\|85.95\|216282;2026-07-16\|83.25\|-3.65\|85.00\|89.04\|82.67\|173249;2026-07-17\|77.12\|-7.36\|82.90\|83.35\|75.20\|218776;2026-07-20\|72.21\|-6.37\|78.45\|78.69\|70.01\|221597;2026-07-21\|75.74\|4.89\|73.50\|75.93\|67.32\|237526;2026-07-22\|74.07\|-2.20\|74.00\|77.16\|73.52\|175204;2026-07-23\|72.83\|-1.67\|75.00\|75.76\|72.22\|121155
43075		半导体存储+锂矿审批行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年3月11日公告，公司拟以简易程序定增募资不超1.085亿元，用于嵌入式存储器研发及产业化项目，推进eMMC、UFS等大容量产品量产；据2026年3月24日投资者关系活动记录表，2026年将加快LPDDR5量产并拓展AI、数据中心等高端市场。 2、据2026年3月24日及5月15日互动易，桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批权限上收至自然资源部。 3、据2026年3月6日年报及3月24日投资者关系活动记录表，公司半导体存储业务2025年营收10.98亿元，同比增长25.20%，DDR4/LPDDR4X/LPDDR5已通过主流平台AVL认证，产品广泛应用于消费电子、车载、工业控制等领域。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-03-16\|29.87\|5.25\|28.20\|29.88\|28.03\|486781;2026-03-17\|29.12\|-2.51\|29.20\|29.65\|28.92\|282422;2026-03-18\|30.58\|5.01\|29.47\|31.35\|29.16\|430320;2026-03-19\|29.60\|-3.20\|29.37\|30.43\|29.21\|280055;2026-03-20\|29.14\|-1.55\|29.60\|30.79\|28.96\|280312;2026-03-23\|28.00\|-3.91\|28.63\|29.76\|27.63\|256013;2026-03-24\|29.39\|4.96\|28.63\|29.44\|27.77\|283380;2026-03-25\|29.58\|0.65\|29.35\|30.21\|29.20\|249043;2026-03-26\|29.81\|0.78\|28.98\|30.10\|28.50\|266905;2026-03-27\|30.67\|2.88\|28.98\|31.00\|27.66\|379672;2026-03-30\|31.00\|1.08\|30.70\|31.90\|29.92\|342276;2026-03-31\|29.13\|-6.03\|30.33\|30.45\|29.13\|274429;2026-04-01\|29.29\|0.55\|30.16\|30.26\|28.80\|250026;2026-04-02\|29.34\|0.17\|29.28\|30.20\|29.03\|201442;2026-04-03\|26.61\|-9.30\|29.05\|29.20\|26.48\|267040;2026-04-07\|26.86\|0.94\|26.46\|28.07\|26.07\|155844;2026-04-08\|29.55\|10.01\|27.75\|29.55\|27.75\|219375;2026-04-09\|32.51\|10.02\|30.16\|32.51\|30.16\|650266;2026-04-10\|33.87\|4.18\|33.09\|34.94\|32.38\|676580;2026-04-13\|34.62\|2.21\|32.71\|35.03\|32.71\|429044;2026-04-14\|38.08\|9.99\|34.88\|38.08\|34.53\|179726;2026-04-15\|34.85\|-8.48\|37.97\|37.97\|34.27\|574206;2026-04-16\|38.34\|10.01\|34.89\|38.34\|33.87\|433753;2026-04-17\|37.73\|-1.59\|39.06\|39.45\|37.19\|547847;2026-04-20\|37.30\|-1.14\|37.25\|38.00\|36.56\|356266;2026-04-21\|36.18\|-3.00\|37.28\|37.28\|35.96\|244119;2026-04-22\|35.81\|-1.02\|36.12\|36.12\|35.27\|235359;2026-04-23\|34.13\|-4.69\|36.12\|36.49\|33.69\|279833;2026-04-24\|35.64\|4.42\|34.16\|36.58\|33.63\|489546;2026-04-27\|36.52\|2.47\|36.21\|37.00\|35.72\|402578;2026-04-28\|35.70\|-2.25\|36.54\|37.36\|35.50\|364306;2026-04-29\|37.01\|3.67\|35.38\|37.26\|34.88\|385977;2026-04-30\|37.30\|0.78\|37.00\|38.41\|36.44\|418706;2026-05-06\|39.10\|4.83\|38.93\|40.88\|38.00\|457777;2026-05-07\|39.96\|2.20\|38.84\|40.50\|37.90\|440330;2026-05-08\|43.15\|7.98\|38.58\|43.43\|38.50\|463691;2026-05-11\|45.11\|4.54\|43.42\|46.30\|43.30\|385653;2026-05-12\|43.51\|-3.55\|43.81\|45.30\|43.11\|251109;2026-05-13\|43.57\|0.14\|43.10\|43.74\|42.50\|271684;2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307
43074		芯片概念+高端木作+前三季度净利增行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电公布2026年资本支出计划最高将达560亿美元，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。 2、Counterpoint宣告全球存储进入“超级牛市”，DRAM、NAND价格已超2018年高点，AI与服务器需求推升供应商议价力至历史新高。公司原因： 1、据2025年半年报，公司以7000万元增资重庆凌芯微电子并持股35%，布局功率半导体晶圆代工赛道。 2、据2024年年报及2025年半年报，公司主营“梦天木作”门墙柜一体化高端全屋定制，拥有工信部“智能制造试点示范”项目。 3、据2025年10月30日三季报，公司前三季度归母净利润5630.31万元，同比增长37.60%。	公司在家具行业特别是木门领域具有领导地位，已布局功率半导体晶圆代工领域	2026-03-16\|36.32\|1.31\|35.99\|36.65\|35.64\|29070;2026-03-17\|35.60\|-1.98\|36.12\|36.84\|35.50\|28486;2026-03-18\|35.71\|0.31\|35.50\|35.82\|35.10\|18410;2026-03-19\|34.17\|-4.31\|35.17\|35.71\|33.93\|24844;2026-03-20\|33.62\|-1.61\|34.72\|35.00\|33.30\|23425;2026-03-23\|31.30\|-6.90\|33.00\|33.14\|31.00\|46778;2026-03-24\|32.64\|4.28\|32.08\|32.88\|31.62\|43835;2026-03-25\|32.78\|0.43\|32.96\|33.28\|32.35\|22296;2026-03-26\|31.92\|-2.62\|32.76\|33.31\|31.70\|23887;2026-03-27\|32.44\|1.63\|32.00\|33.25\|31.53\|34368;2026-03-30\|32.23\|-0.65\|32.00\|32.69\|31.83\|26710;2026-03-31\|31.92\|-0.96\|32.65\|32.85\|31.90\|26245;2026-04-01\|32.70\|2.44\|32.62\|32.85\|32.00\|18599;2026-04-02\|31.94\|-2.32\|32.80\|32.80\|31.72\|15788;2026-04-03\|31.68\|-0.81\|31.98\|32.18\|31.35\|15336;2026-04-07\|31.69\|0.03\|31.39\|32.15\|31.10\|17847;2026-04-08\|33.20\|4.76\|32.18\|33.37\|32.18\|27662;2026-04-09\|36.52\|10.00\|33.33\|36.52\|32.50\|58641;2026-04-10\|33.63\|-7.91\|36.52\|37.20\|33.37\|126371;2026-04-13\|31.12\|-7.46\|33.65\|33.65\|31.03\|103483;2026-04-14\|30.15\|-3.12\|30.97\|30.99\|29.63\|79958;2026-04-15\|33.17\|10.02\|30.26\|33.17\|29.90\|110908;2026-04-16\|30.87\|-6.93\|32.50\|32.50\|30.42\|118397;2026-04-17\|30.30\|-1.85\|30.80\|30.80\|29.80\|65853;2026-04-20\|30.91\|2.01\|30.59\|31.49\|30.12\|63533;2026-04-21\|30.79\|-0.39\|30.60\|31.45\|30.40\|40708;2026-04-22\|30.62\|-0.55\|30.77\|31.09\|30.31\|35731;2026-04-23\|29.61\|-3.30\|30.45\|30.45\|29.40\|40821;2026-04-24\|29.42\|-0.64\|29.43\|29.68\|28.83\|33494;2026-04-27\|29.99\|1.94\|29.42\|30.23\|28.69\|34677;2026-04-28\|29.45\|-1.80\|30.00\|30.00\|29.10\|22846;2026-04-29\|29.58\|0.44\|29.06\|30.08\|29.06\|19985;2026-04-30\|29.60\|0.07\|29.62\|29.95\|29.25\|16977;2026-05-06\|29.90\|1.01\|29.63\|30.09\|29.35\|23998;2026-05-07\|29.83\|-0.23\|29.76\|30.10\|29.63\|20496;2026-05-08\|30.22\|1.31\|29.56\|31.98\|29.56\|76565;2026-05-11\|29.96\|-0.86\|30.48\|30.70\|29.89\|43192;2026-05-12\|29.06\|-3.00\|29.84\|30.20\|28.92\|44311;2026-05-13\|31.97\|10.01\|29.50\|31.97\|29.26\|79874;2026-05-14\|28.77\|-10.01\|31.82\|31.88\|28.77\|91811;2026-05-15\|27.95\|-2.85\|28.80\|29.20\|27.62\|60918;2026-05-18\|28.73\|2.79\|27.58\|28.84\|27.33\|48121;2026-05-19\|27.66\|-3.72\|28.70\|28.70\|27.12\|34804;2026-05-20\|27.65\|-0.04\|27.66\|28.18\|26.85\|33120;2026-05-21\|27.91\|0.94\|27.40\|30.42\|27.38\|158430;2026-05-22\|26.11\|-6.45\|28.20\|28.39\|25.13\|132658;2026-05-25\|25.91\|-0.77\|26.10\|26.47\|25.40\|66144;2026-05-26\|25.55\|-1.39\|25.75\|26.55\|25.30\|35140;2026-05-27\|24.92\|-2.47\|25.55\|25.68\|24.71\|30856;2026-05-28\|25.00\|0.32\|24.90\|25.30\|24.65\|25205;2026-05-29\|24.50\|-2.00\|25.30\|25.30\|24.23\|22342;2026-06-01\|24.84\|1.39\|24.50\|25.15\|24.25\|25545;2026-06-02\|24.29\|-2.21\|24.79\|24.92\|24.04\|23528;2026-06-03\|23.85\|-1.81\|24.43\|24.43\|23.64\|25372;2026-06-04\|23.26\|-2.47\|23.62\|23.78\|23.05\|28295;2026-06-05\|23.57\|1.33\|23.26\|23.96\|22.88\|30519;2026-06-08\|24.23\|2.80\|23.00\|25.74\|23.00\|79091;2026-06-09\|23.00\|-5.08\|24.23\|24.40\|22.79\|47742;2026-06-10\|22.91\|-0.39\|22.79\|23.39\|22.60\|35738;2026-06-11\|22.35\|-2.44\|22.89\|23.17\|22.08\|32511;2026-06-12\|22.87\|2.33\|22.75\|23.05\|22.16\|38462;2026-06-15\|22.89\|0.09\|22.59\|23.32\|22.47\|44104;2026-06-16\|22.75\|-0.61\|23.00\|23.09\|22.54\|30784;2026-06-17\|21.95\|-3.52\|22.70\|22.70\|21.81\|26765;2026-06-18\|22.38\|1.96\|21.95\|23.30\|21.66\|46234;2026-06-22\|22.30\|-0.36\|22.38\|22.79\|21.91\|34548;2026-06-23\|22.48\|1.72\|22.07\|22.85\|21.88\|28339;2026-06-24\|21.49\|-4.40\|22.24\|22.71\|21.30\|28998;2026-06-25\|21.86\|1.72\|21.48\|22.76\|21.21\|37482;2026-06-26\|20.75\|-5.08\|21.48\|21.69\|20.57\|47147;2026-06-29\|20.65\|-0.48\|20.65\|20.96\|20.15\|35801;2026-06-30\|20.57\|-0.39\|20.65\|20.76\|20.20\|22795;2026-07-01\|20.98\|1.99\|20.76\|21.37\|20.44\|29657;2026-07-02\|20.99\|0.05\|20.95\|21.50\|20.60\|20335;2026-07-03\|21.57\|2.76\|21.02\|21.88\|20.83\|26883;2026-07-06\|21.25\|-1.48\|21.42\|22.02\|21.24\|26805;2026-07-07\|20.36\|-4.19\|21.39\|21.50\|20.26\|19322;2026-07-08\|20.00\|-1.77\|20.36\|20.36\|19.88\|17179;2026-07-09\|19.99\|-0.05\|19.58\|20.11\|19.40\|20110;2026-07-10\|20.36\|1.85\|19.85\|20.72\|19.66\|30083;2026-07-13\|19.60\|-3.73\|19.81\|20.27\|19.51\|22885;2026-07-14\|19.60\|0.00\|19.58\|19.79\|19.18\|25466;2026-07-15\|19.92\|1.63\|19.60\|20.25\|19.37\|23305;2026-07-16\|19.99\|0.35\|19.80\|20.64\|19.67\|25265;2026-07-17\|19.48\|-2.55\|19.99\|20.80\|19.35\|50809;2026-07-20\|18.57\|-4.67\|19.60\|19.99\|18.18\|57929;2026-07-21\|18.38\|-1.02\|18.62\|19.16\|17.29\|67002;2026-07-22\|18.35\|-0.16\|18.26\|18.86\|18.04\|36904;2026-07-23\|18.81\|2.51\|18.13\|18.83\|18.06\|30645
43073		半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100
43072		年报增长+光刻机冷却+上海国资 1、据2026年4月8日年报，公司2025年营收204.98亿元、同比增长9.34%，归母净利润7182.09万元、同比增长112.18%，拟每10股派0.28元。 2、据公司官网，控股子公司已为封装光刻机提供冷却系统配套，双方正探讨由零部件级向系统级合作升级。 3、据公司披露，最终控制人为上海市国资委，控股股东为上海电气控股集团。	公司为上海微电子装备集团的封装光刻机提供冷却系统配套	2026-03-16\|17.83\|-0.28\|17.85\|17.90\|17.52\|113174;2026-03-17\|18.75\|5.16\|17.84\|18.96\|17.65\|495895;2026-03-18\|17.88\|-4.64\|18.41\|18.50\|17.48\|451232;2026-03-19\|17.54\|-1.90\|17.50\|18.38\|17.41\|311351;2026-03-20\|17.00\|-3.08\|17.65\|17.91\|16.99\|276193;2026-03-23\|16.05\|-5.59\|16.55\|16.87\|15.95\|267411;2026-03-24\|16.23\|1.12\|16.30\|16.43\|15.82\|198708;2026-03-25\|16.45\|1.36\|16.20\|16.56\|16.18\|171650;2026-03-26\|16.01\|-2.67\|16.40\|16.56\|15.93\|137035;2026-03-27\|16.30\|1.81\|15.92\|16.46\|15.84\|149837;2026-03-30\|16.28\|-0.12\|16.17\|16.34\|16.01\|112584;2026-03-31\|15.96\|-1.97\|16.28\|16.38\|15.93\|132630;2026-04-01\|16.43\|2.94\|16.30\|16.50\|16.15\|178108;2026-04-02\|15.97\|-2.80\|16.60\|16.60\|15.92\|168551;2026-04-03\|15.91\|-0.38\|15.97\|16.15\|15.86\|120332;2026-04-07\|15.92\|0.06\|15.92\|16.17\|15.78\|115742;2026-04-08\|16.71\|4.96\|16.21\|16.75\|16.21\|246679;2026-04-09\|18.38\|9.99\|16.50\|18.38\|16.42\|491227;2026-04-10\|17.80\|-3.16\|18.18\|18.18\|17.79\|577180;2026-04-13\|17.52\|-1.57\|17.78\|17.95\|17.48\|282264;2026-04-14\|17.50\|-0.11\|17.60\|17.70\|17.35\|303698;2026-04-15\|17.20\|-1.71\|17.49\|17.50\|17.06\|228332;2026-04-16\|17.33\|0.76\|17.21\|17.36\|17.08\|204259;2026-04-17\|17.82\|2.83\|17.41\|18.00\|17.29\|396340;2026-04-20\|17.76\|-0.34\|17.61\|17.90\|17.55\|283117;2026-04-21\|17.86\|0.56\|17.68\|18.03\|17.62\|283733;2026-04-22\|17.56\|-1.68\|17.69\|18.00\|17.42\|249376;2026-04-23\|17.48\|-0.46\|17.51\|17.86\|17.33\|223043;2026-04-24\|17.18\|-1.72\|17.48\|17.68\|17.18\|184132;2026-04-27\|17.20\|0.12\|17.11\|17.42\|17.05\|169086;2026-04-28\|17.54\|1.98\|17.20\|17.80\|17.07\|307924;2026-04-29\|17.04\|-2.85\|17.34\|17.50\|16.88\|278102;2026-04-30\|17.90\|5.05\|17.98\|18.66\|17.90\|540274;2026-05-06\|18.25\|1.96\|17.89\|18.48\|17.88\|390020;2026-05-07\|18.20\|-0.27\|18.25\|18.55\|18.12\|270549;2026-05-08\|18.09\|-0.60\|18.15\|18.55\|18.02\|234837;2026-05-11\|18.36\|1.49\|18.30\|18.50\|18.20\|280528;2026-05-12\|18.20\|-0.87\|18.28\|18.46\|18.02\|231968;2026-05-13\|18.24\|0.22\|18.05\|18.27\|17.89\|227890;2026-05-14\|17.79\|-2.47\|18.27\|18.36\|17.72\|225435;2026-05-15\|18.30\|2.87\|17.93\|18.96\|17.69\|465387;2026-05-18\|18.14\|-0.87\|18.00\|18.45\|17.90\|260476;2026-05-19\|18.59\|2.48\|18.11\|18.60\|18.06\|332483;2026-05-20\|19.46\|4.68\|18.43\|19.78\|18.07\|885622;2026-05-21\|18.48\|-5.04\|19.31\|19.79\|18.45\|653832;2026-05-22\|18.51\|0.16\|18.50\|18.98\|18.10\|435244;2026-05-25\|17.75\|-4.11\|18.40\|18.46\|17.63\|455543;2026-05-26\|16.97\|-4.39\|17.42\|17.43\|16.85\|378135;2026-05-27\|16.23\|-4.36\|16.97\|16.99\|16.10\|336860;2026-05-28\|16.33\|0.62\|16.12\|16.54\|15.95\|240682;2026-05-29\|15.27\|-6.49\|16.29\|16.33\|15.18\|330546;2026-06-01\|15.25\|-0.13\|15.20\|15.46\|15.17\|165995;2026-06-02\|14.95\|-1.97\|15.18\|15.32\|14.79\|151124;2026-06-03\|14.87\|-0.54\|14.95\|15.16\|14.80\|153253;2026-06-04\|15.04\|1.14\|14.79\|15.24\|14.70\|141914;2026-06-05\|14.96\|-0.53\|14.93\|15.19\|14.51\|185479;2026-06-08\|14.17\|-5.28\|14.36\|14.77\|14.05\|184572;2026-06-09\|14.52\|2.47\|14.35\|14.58\|14.12\|169258;2026-06-10\|14.50\|-0.14\|14.36\|14.70\|14.12\|176376;2026-06-11\|14.42\|-0.55\|14.39\|14.67\|14.30\|153458;2026-06-12\|14.90\|3.33\|14.55\|15.13\|14.45\|263088;2026-06-15\|15.15\|1.68\|14.94\|15.22\|14.75\|239698;2026-06-16\|15.14\|-0.07\|15.21\|15.37\|15.05\|201315;2026-06-17\|14.89\|-1.65\|15.01\|15.13\|14.77\|187978;2026-06-18\|14.68\|-1.41\|14.80\|14.86\|14.56\|175889;2026-06-22\|14.58\|-0.68\|14.88\|14.88\|14.14\|188627;2026-06-23\|14.55\|0.00\|14.40\|14.92\|14.40\|170809;2026-06-24\|14.56\|0.07\|14.66\|14.82\|14.22\|166499;2026-06-25\|14.11\|-3.09\|14.56\|14.70\|14.04\|186642;2026-06-26\|15.10\|7.02\|14.01\|15.52\|13.91\|591260;2026-06-29\|15.86\|5.03\|15.15\|15.98\|14.76\|636714;2026-06-30\|15.85\|-0.06\|15.36\|16.08\|15.33\|456246;2026-07-01\|15.72\|-0.82\|15.90\|16.12\|15.60\|344200;2026-07-02\|14.87\|-5.41\|15.35\|15.44\|14.86\|326754;2026-07-03\|14.58\|-1.95\|14.84\|14.99\|14.55\|231516;2026-07-06\|14.32\|-1.78\|14.65\|14.77\|14.30\|196489;2026-07-07\|13.82\|-3.49\|14.21\|14.27\|13.75\|194861;2026-07-08\|13.50\|-2.32\|13.71\|13.81\|13.44\|158597;2026-07-09\|13.39\|-0.81\|12.69\|13.49\|12.69\|201665;2026-07-10\|13.87\|3.58\|13.39\|14.38\|13.18\|281763;2026-07-13\|13.18\|-4.97\|13.78\|13.88\|13.10\|212264;2026-07-14\|12.98\|-1.52\|13.70\|13.94\|12.70\|217059;2026-07-15\|13.10\|0.92\|13.34\|13.50\|13.01\|199956;2026-07-16\|13.13\|0.23\|12.91\|13.28\|12.89\|151259;2026-07-17\|12.42\|-5.41\|13.07\|13.18\|12.40\|192391;2026-07-20\|12.15\|-2.17\|12.43\|12.66\|11.90\|189439;2026-07-21\|12.59\|3.62\|12.22\|12.60\|12.00\|195389;2026-07-22\|12.15\|-3.49\|12.47\|12.58\|12.12\|160622;2026-07-23\|12.34\|1.56\|12.15\|12.38\|12.07\|119684
43071		上海国资整合+工程设计+浦东机场T3 1、据2026年4月9日公告，上海市国资委将其所持现代集团90%股权无偿划转至国盛集团，划转后国盛集团与现代集团构成一致行动人，合计持有公司19.11%股份。 2、据2026年4月3日披露的2025年年度报告，公司2025年参与浦东机场四期扩建等92项上海市重点项目，设计咨询合同额22.32亿元，并具备超高层、机场交通、数据中心等专项设计优势。	公司控股股东为上海国有资本投资有限公司，旗下上海科技创业投资有限公司持有上海微电子装备（集团）股份有限公司13.275%股权	2026-03-16\|22.35\|2.81\|21.66\|22.50\|20.81\|318785;2026-03-17\|21.44\|-4.07\|22.13\|22.25\|21.44\|201320;2026-03-18\|21.20\|-1.12\|21.47\|21.68\|20.96\|151942;2026-03-19\|20.66\|-2.55\|20.82\|21.20\|20.53\|190772;2026-03-20\|21.11\|2.18\|20.66\|21.19\|20.64\|195364;2026-03-23\|19.29\|-8.62\|20.50\|20.51\|19.01\|273583;2026-03-24\|19.88\|3.06\|19.75\|19.93\|19.28\|178367;2026-03-25\|20.26\|1.91\|19.89\|20.36\|19.82\|170444;2026-03-26\|19.94\|-1.58\|20.08\|20.58\|19.86\|151747;2026-03-27\|20.58\|3.21\|19.54\|20.74\|19.34\|199641;2026-03-30\|20.37\|-1.02\|20.17\|20.73\|19.68\|185685;2026-03-31\|20.15\|-1.08\|20.39\|20.83\|20.15\|152194;2026-04-01\|20.53\|1.89\|20.58\|20.75\|20.25\|153171;2026-04-02\|20.23\|-1.46\|20.43\|20.64\|19.96\|136525;2026-04-03\|19.82\|-2.03\|20.25\|20.50\|19.80\|132435;2026-04-07\|19.38\|-2.22\|19.81\|20.00\|19.21\|140671;2026-04-08\|20.16\|4.02\|19.75\|20.24\|19.57\|164781;2026-04-09\|22.18\|10.02\|20.70\|22.18\|20.51\|302055;2026-04-10\|22.20\|0.09\|21.95\|22.48\|21.63\|484618;2026-04-13\|21.40\|-3.60\|21.95\|22.12\|21.29\|268841;2026-04-14\|21.30\|-0.47\|21.41\|21.68\|20.89\|250665;2026-04-15\|20.90\|-1.88\|21.32\|21.32\|20.84\|173690;2026-04-16\|21.08\|0.86\|20.76\|21.08\|20.50\|189392;2026-04-17\|21.33\|1.19\|21.08\|21.61\|21.03\|222016;2026-04-20\|21.07\|-1.22\|21.20\|21.48\|20.80\|203266;2026-04-21\|21.41\|1.61\|20.91\|21.82\|20.88\|271165;2026-04-22\|20.86\|-2.57\|21.19\|21.50\|20.70\|234046;2026-04-23\|20.46\|-1.92\|20.75\|20.90\|20.32\|191223;2026-04-24\|19.96\|-2.44\|20.31\|20.44\|19.94\|172950;2026-04-27\|20.36\|2.00\|19.97\|20.74\|19.67\|180489;2026-04-28\|20.10\|-1.28\|20.28\|20.73\|20.07\|148973;2026-04-29\|20.02\|-0.40\|20.07\|20.26\|19.97\|145455;2026-04-30\|20.40\|1.90\|20.00\|20.59\|19.88\|266276;2026-05-06\|21.31\|4.46\|20.30\|21.77\|20.25\|367893;2026-05-07\|22.01\|3.28\|21.50\|22.64\|21.49\|377681;2026-05-08\|21.66\|-1.59\|22.02\|22.13\|21.64\|222745;2026-05-11\|20.97\|-3.19\|21.66\|21.75\|20.89\|274812;2026-05-12\|20.42\|-2.62\|20.97\|21.08\|20.32\|214190;2026-05-13\|20.32\|-0.49\|20.50\|20.75\|20.18\|241884;2026-05-14\|19.81\|-2.51\|20.42\|20.71\|19.80\|276178;2026-05-15\|20.10\|1.46\|19.83\|20.77\|19.68\|295680;2026-05-18\|19.71\|-1.94\|19.80\|20.12\|19.55\|216315;2026-05-19\|20.25\|2.74\|19.60\|20.25\|19.60\|181979;2026-05-20\|20.51\|1.28\|20.11\|20.88\|19.81\|308065;2026-05-21\|19.59\|-4.49\|20.31\|20.31\|19.59\|228420;2026-05-22\|19.81\|1.12\|19.75\|20.02\|19.63\|127163;2026-05-25\|19.25\|-2.83\|19.60\|19.68\|19.02\|185409;2026-05-26\|18.57\|-3.53\|19.05\|19.09\|18.02\|232197;2026-05-27\|17.79\|-4.20\|18.40\|18.56\|17.66\|201975;2026-05-28\|17.65\|-0.79\|17.61\|18.02\|17.30\|149168;2026-05-29\|17.65\|0.00\|18.09\|18.87\|17.53\|227292;2026-06-01\|17.17\|-2.72\|17.52\|17.87\|17.05\|163292;2026-06-02\|16.71\|-2.68\|17.16\|17.17\|16.37\|207037;2026-06-03\|16.03\|-4.07\|16.60\|16.90\|15.92\|252191;2026-06-04\|16.09\|0.37\|15.97\|16.85\|15.74\|219898;2026-06-05\|16.06\|-0.19\|15.99\|16.53\|15.77\|185301;2026-06-08\|15.84\|-1.37\|15.75\|16.28\|15.47\|149365;2026-06-09\|16.03\|1.20\|16.09\|16.10\|15.67\|126182;2026-06-10\|16.04\|0.06\|15.80\|16.15\|15.80\|117386;2026-06-11\|15.90\|-0.87\|16.25\|16.25\|15.77\|129275;2026-06-12\|15.91\|0.06\|15.85\|16.49\|15.68\|204938;2026-06-15\|16.47\|3.52\|15.89\|16.49\|15.81\|249896;2026-06-16\|17.29\|4.98\|16.50\|17.98\|16.50\|427418;2026-06-17\|16.92\|-2.14\|17.22\|18.13\|16.86\|333118;2026-06-18\|16.08\|-4.96\|16.90\|16.99\|16.00\|216734;2026-06-22\|16.31\|1.43\|15.90\|16.32\|15.53\|183918;2026-06-23\|16.19\|-0.74\|16.17\|16.84\|16.14\|152882;2026-06-24\|13.18\|-2.15\|13.60\|13.60\|13.00\|145382;2026-06-25\|12.54\|-4.86\|13.00\|13.28\|12.28\|294411;2026-06-26\|12.11\|-3.43\|12.43\|12.80\|12.11\|211864;2026-06-29\|11.92\|-1.57\|11.74\|12.27\|11.64\|206156;2026-06-30\|12.11\|1.59\|11.93\|12.15\|11.70\|139125;2026-07-01\|11.99\|-0.99\|12.11\|12.12\|11.61\|206563;2026-07-02\|12.14\|1.25\|11.89\|12.56\|11.88\|251881;2026-07-03\|12.36\|1.81\|12.15\|12.43\|12.01\|162506;2026-07-06\|11.82\|-4.37\|12.23\|12.34\|11.82\|161807;2026-07-07\|11.49\|-2.79\|11.76\|11.85\|11.40\|147651;2026-07-08\|11.66\|1.48\|11.46\|12.06\|11.41\|177113;2026-07-09\|11.59\|-0.60\|11.67\|11.80\|11.40\|144507;2026-07-10\|12.75\|10.01\|11.63\|12.75\|11.47\|275191;2026-07-13\|14.03\|10.04\|12.43\|14.03\|12.40\|508465;2026-07-14\|14.27\|1.71\|14.44\|14.78\|13.60\|673018;2026-07-15\|13.75\|-3.64\|13.67\|14.70\|13.50\|456350;2026-07-16\|13.57\|-1.31\|13.62\|14.07\|13.24\|314119;2026-07-17\|12.41\|-8.55\|13.55\|13.89\|12.32\|386937;2026-07-20\|12.03\|-3.06\|12.46\|12.70\|11.84\|378259;2026-07-21\|12.30\|2.24\|11.93\|12.45\|11.70\|284884;2026-07-22\|12.00\|-2.44\|12.15\|12.33\|11.88\|227261;2026-07-23\|12.30\|2.50\|11.95\|12.39\|11.92\|182361
43070		半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，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。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-03-16\|16.26\|3.70\|15.54\|16.51\|15.46\|174670;2026-03-17\|16.63\|2.28\|16.26\|17.24\|15.90\|252316;2026-03-18\|15.98\|-3.91\|16.50\|16.86\|15.59\|202665;2026-03-19\|16.29\|1.94\|15.58\|16.93\|15.42\|215267;2026-03-20\|17.26\|5.95\|16.26\|17.92\|16.25\|512448;2026-03-23\|17.06\|-1.16\|17.27\|18.20\|17.00\|449776;2026-03-24\|17.59\|3.11\|17.49\|18.07\|17.06\|281732;2026-03-25\|19.35\|10.01\|17.85\|19.35\|17.51\|301432;2026-03-26\|18.28\|-5.53\|19.20\|19.66\|18.00\|468219;2026-03-27\|18.30\|0.11\|17.72\|18.62\|17.58\|285282;2026-03-30\|18.16\|-0.77\|17.97\|18.33\|17.74\|167373;2026-03-31\|17.14\|-5.62\|17.92\|17.99\|17.05\|177013;2026-04-01\|18.85\|9.98\|17.60\|18.85\|17.60\|166143;2026-04-02\|18.92\|0.37\|19.00\|19.48\|18.37\|335604;2026-04-03\|19.48\|2.96\|19.11\|20.25\|19.11\|357421;2026-04-07\|21.43\|10.01\|19.76\|21.43\|19.70\|429998;2026-04-08\|22.44\|4.71\|22.44\|23.16\|21.80\|505110;2026-04-09\|24.68\|9.98\|22.44\|24.68\|21.75\|387876;2026-04-10\|24.90\|0.89\|25.19\|25.50\|23.93\|542728;2026-04-13\|24.55\|-1.41\|24.09\|25.17\|23.78\|332702;2026-04-14\|23.85\|-2.85\|24.31\|24.96\|23.61\|303018;2026-04-15\|25.87\|8.47\|23.88\|26.24\|23.88\|392674;2026-04-16\|25.50\|-1.43\|24.80\|26.00\|24.80\|280290;2026-04-17\|24.87\|-2.47\|25.38\|26.15\|24.60\|220330;2026-04-20\|24.55\|-1.29\|24.85\|25.20\|24.12\|216776;2026-04-21\|23.99\|-2.28\|24.46\|24.67\|23.96\|149018;2026-04-22\|23.54\|-1.88\|24.26\|24.40\|22.87\|250840;2026-04-23\|23.34\|-0.85\|23.78\|23.88\|23.05\|191754;2026-04-24\|22.95\|-1.67\|23.30\|23.80\|22.86\|164219;2026-04-27\|22.97\|0.09\|23.09\|23.37\|22.73\|177200;2026-04-28\|22.05\|-4.01\|23.10\|23.37\|21.98\|194501;2026-04-29\|23.34\|5.85\|22.05\|23.75\|22.01\|350759;2026-04-30\|22.78\|-2.40\|23.13\|23.40\|22.50\|197962;2026-05-06\|23.76\|4.30\|23.13\|23.92\|23.00\|347465;2026-05-07\|24.98\|5.13\|23.55\|25.15\|23.19\|412531;2026-05-08\|25.68\|2.80\|24.52\|26.70\|24.33\|315657;2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369;2026-07-13\|36.36\|0.80\|34.52\|38.55\|34.08\|417806;2026-07-14\|35.41\|-2.61\|36.36\|37.64\|33.78\|333627;2026-07-15\|33.49\|-5.42\|36.55\|36.66\|32.60\|266528;2026-07-16\|31.66\|-5.46\|31.47\|34.33\|31.47\|204067;2026-07-17\|30.44\|-3.85\|31.46\|33.53\|30.27\|261155;2026-07-20\|27.40\|-9.99\|30.99\|31.00\|27.40\|181224;2026-07-21\|28.76\|4.96\|26.37\|28.94\|24.66\|351660;2026-07-22\|28.75\|-0.03\|28.00\|29.48\|27.74\|201470;2026-07-23\|28.11\|-2.23\|28.80\|29.98\|27.90\|134008
43069	富士康已在试产苹果折叠屏iPhone手机	折叠屏+苹果产业链+人形机器人行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月17日机构调研，折叠屏、AI手机已成为消费电子关键赛道，公司已与国内外知名消费电子终端品牌客户展开合作，实现批量生产出货，并将深度配合客户各款新折叠屏智能终端产品的开发；据2026年6月8日互动易，公司已有折叠屏相关技术储备，为相关客户提供配套产品，将抓住机遇期推进更多产品量产供货。 2、据2026年3月28日年报，人形机器人精密零部件与公司原有新能源汽车零部件技术共源，公司已进行相关技术拓展和业务规划；据2026年4月16日投资者关系活动，公司正推进人形机器人相关技术开发和业务合作。 3、据2026年3月28日年报及2026年4月17日机构调研，公司主营消费电子精密功能件及结构件，覆盖智能手机等终端，苹果为长期核心客户，前五大客户销售占比53.08%。	公司高度重视折叠屏产品相关技术的开发，已有折叠屏相关技术储备，且已为多个品牌客户的多款折叠产品提供相关精密结构件和精密功能件	2026-03-16\|15.19\|0.20\|15.07\|15.22\|14.82\|115820;2026-03-17\|14.59\|-3.95\|15.25\|15.27\|14.57\|124869;2026-03-18\|15.01\|2.88\|14.66\|15.06\|14.60\|111392;2026-03-19\|14.70\|-2.07\|14.82\|14.89\|14.63\|84330;2026-03-20\|14.22\|-3.27\|14.87\|14.91\|14.22\|94834;2026-03-23\|12.80\|-9.99\|14.12\|14.12\|12.80\|233962;2026-03-24\|13.32\|4.06\|13.26\|13.34\|12.80\|139458;2026-03-25\|14.04\|5.41\|13.30\|14.20\|13.30\|187875;2026-03-26\|13.90\|-1.00\|14.06\|14.56\|13.87\|120376;2026-03-27\|14.10\|1.44\|13.92\|14.14\|13.69\|77256;2026-03-30\|13.45\|-4.61\|13.89\|13.91\|13.23\|147438;2026-03-31\|13.41\|-0.30\|13.42\|13.84\|13.20\|130966;2026-04-01\|13.90\|3.65\|13.76\|13.96\|13.60\|110398;2026-04-02\|13.47\|-3.09\|13.80\|14.23\|13.41\|119530;2026-04-03\|13.91\|3.27\|13.62\|14.28\|13.26\|165327;2026-04-07\|13.74\|-1.22\|14.40\|14.72\|13.56\|252712;2026-04-08\|14.32\|4.22\|13.93\|14.33\|13.85\|226152;2026-04-09\|15.75\|9.99\|14.12\|15.75\|14.04\|367508;2026-04-10\|15.47\|-1.78\|15.60\|16.01\|15.19\|471778;2026-04-13\|15.53\|0.39\|15.41\|15.78\|15.39\|233099;2026-04-14\|15.46\|-0.45\|15.71\|15.75\|15.29\|264762;2026-04-15\|15.85\|2.52\|15.46\|16.26\|15.34\|379115;2026-04-16\|15.96\|0.69\|15.77\|15.98\|15.66\|283672;2026-04-17\|16.50\|3.38\|16.10\|17.12\|15.84\|373248;2026-04-20\|16.80\|1.82\|16.63\|17.20\|16.43\|297980;2026-04-21\|16.64\|-0.95\|16.67\|16.87\|16.55\|179150;2026-04-22\|17.41\|4.63\|16.57\|17.63\|16.55\|303178;2026-04-23\|16.60\|-4.65\|17.25\|17.39\|16.52\|268012;2026-04-24\|16.31\|-1.75\|16.64\|16.90\|16.19\|212978;2026-04-27\|16.70\|2.39\|16.34\|17.00\|16.26\|195474;2026-04-28\|16.24\|-2.75\|16.63\|16.75\|16.17\|186165;2026-04-29\|16.57\|2.03\|16.23\|16.90\|16.15\|179458;2026-04-30\|16.50\|-0.42\|16.57\|16.74\|16.16\|141765;2026-05-06\|16.55\|0.30\|16.64\|16.82\|16.43\|178303;2026-05-07\|16.86\|1.87\|16.58\|17.04\|16.50\|190795;2026-05-08\|16.86\|0.00\|16.72\|17.05\|16.61\|154391;2026-05-11\|16.58\|-1.66\|16.94\|16.94\|16.46\|182867;2026-05-12\|16.76\|2.01\|16.50\|17.08\|16.41\|232238;2026-05-13\|16.98\|1.31\|16.64\|17.19\|16.50\|233864;2026-05-14\|16.89\|-0.53\|17.31\|18.15\|16.83\|322601;2026-05-15\|16.76\|-0.77\|16.93\|17.17\|16.53\|252519;2026-05-18\|18.44\|10.02\|16.46\|18.44\|16.40\|459706;2026-05-19\|17.66\|-4.23\|18.08\|18.27\|17.29\|595910;2026-05-20\|17.87\|1.19\|17.66\|18.16\|17.40\|515990;2026-05-21\|17.42\|-2.52\|17.87\|18.32\|17.37\|501854;2026-05-22\|18.90\|8.50\|17.45\|19.16\|17.27\|801230;2026-05-25\|18.97\|0.37\|19.20\|19.25\|18.52\|518382;2026-05-26\|18.37\|-3.16\|18.71\|18.92\|18.15\|401422;2026-05-27\|18.02\|-1.91\|18.21\|18.67\|17.74\|342326;2026-05-28\|17.23\|-4.38\|17.92\|19.43\|16.78\|648982;2026-05-29\|16.64\|-3.42\|17.23\|17.78\|16.41\|479746;2026-06-01\|17.00\|2.16\|16.61\|17.58\|16.61\|342404;2026-06-02\|17.42\|2.47\|16.98\|17.90\|16.82\|323668;2026-06-03\|17.02\|-2.30\|17.18\|17.56\|16.76\|279005;2026-06-04\|17.25\|1.35\|16.79\|17.61\|16.74\|250926;2026-06-05\|17.65\|2.32\|17.08\|18.08\|16.61\|409176;2026-06-08\|16.54\|-6.29\|17.10\|17.59\|16.40\|306664;2026-06-09\|17.06\|3.14\|16.90\|17.18\|16.50\|270829;2026-06-10\|16.77\|-1.70\|16.86\|16.96\|16.11\|249065;2026-06-11\|16.27\|-2.98\|16.63\|16.79\|16.04\|214862;2026-06-12\|15.86\|-2.52\|16.66\|17.15\|15.74\|326281;2026-06-15\|17.45\|10.03\|16.02\|17.45\|16.01\|368808;2026-06-16\|18.45\|5.73\|17.52\|18.60\|17.19\|451691;2026-06-17\|18.37\|-0.43\|18.28\|18.82\|18.12\|273896;2026-06-18\|18.20\|-0.93\|18.30\|18.50\|18.03\|225728;2026-06-22\|18.10\|-0.55\|18.30\|18.50\|17.55\|254222;2026-06-23\|18.02\|-0.44\|17.93\|18.39\|17.60\|207418;2026-06-24\|18.03\|0.06\|17.87\|18.36\|17.35\|260532;2026-06-25\|18.44\|2.27\|18.23\|19.83\|18.12\|594922;2026-06-26\|19.55\|6.02\|18.30\|19.94\|17.95\|665206;2026-06-29\|19.87\|1.64\|19.18\|20.60\|19.15\|676265;2026-06-30\|20.45\|2.92\|19.88\|20.75\|19.08\|573333;2026-07-01\|22.50\|10.02\|22.50\|22.50\|22.50\|57205;2026-07-02\|21.24\|-5.60\|23.74\|24.74\|21.08\|1139522;2026-07-03\|23.36\|9.98\|21.88\|23.36\|21.42\|495242;2026-07-06\|21.02\|-10.02\|23.14\|23.14\|21.02\|666750;2026-07-07\|19.84\|-5.61\|19.93\|20.79\|19.16\|572250;2026-07-08\|17.89\|-9.83\|19.72\|19.93\|17.86\|610630;2026-07-09\|17.81\|-0.45\|18.06\|18.16\|16.75\|543550;2026-07-10\|17.36\|-2.53\|17.76\|18.27\|17.35\|423049;2026-07-13\|15.70\|-9.56\|17.22\|17.92\|15.63\|399459;2026-07-14\|16.03\|2.10\|15.96\|16.23\|15.48\|292546;2026-07-15\|15.45\|-3.62\|16.20\|16.50\|15.36\|324419;2026-07-16\|15.17\|-1.81\|15.28\|16.00\|15.06\|281288;2026-07-17\|13.71\|-9.62\|15.03\|15.17\|13.66\|366978;2026-07-20\|12.70\|-7.37\|14.09\|14.27\|12.35\|378345;2026-07-21\|13.58\|6.93\|12.89\|13.58\|12.05\|433345;2026-07-22\|12.92\|-4.86\|13.28\|13.56\|12.84\|293571;2026-07-23\|13.05\|1.01\|12.90\|13.19\|12.78\|181997
43068	富士康已在试产苹果折叠屏iPhone手机	电池结构件+折叠屏+一季报增长行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月29日年报，公司已跻身国内少数实现屈服强度超400MPa的6系及超500MPa的7系铝合金稳定量产的企业行列，成功适配旗舰手机折叠屏中框、转轴等核心部件严苛技术标准，并与顶尖科技企业建立深度战略合作关系。 2、据2026年4月29日年报，公司是国内新能源汽车电池结构件核心供应商，产品覆盖电池箱体、模组结构件、电芯外壳及车身结构件，已配套中国新能源车企销量前20名中的13家。 3、据2026年4月30日公告，公司2026年一季度归母净利润同比增长104.65%，扣非增速达160.02%，主要得益于新能源汽车及电子消费业务同步增长、产品结构优化及降本增效。	中国工业铝挤压材十强企业；公司已配套供应多个主流品牌的多款折叠屏手机，涉及的产品主要为高强度、高硬度、轻薄的铝合金中框、转轴及其它金属结构件	2026-03-16\|20.23\|1.25\|19.91\|20.30\|19.70\|65631;2026-03-17\|19.24\|-4.89\|20.28\|20.38\|19.10\|71945;2026-03-18\|19.75\|2.65\|19.07\|19.75\|17.95\|191546;2026-03-19\|19.06\|-3.49\|19.40\|19.85\|19.01\|124663;2026-03-20\|18.39\|-3.52\|19.21\|19.36\|18.37\|80392;2026-03-23\|16.75\|-8.92\|18.21\|18.21\|16.57\|142432;2026-03-24\|17.47\|4.30\|17.26\|17.49\|16.76\|89504;2026-03-25\|17.67\|1.14\|17.47\|17.81\|17.45\|56449;2026-03-26\|17.58\|-0.51\|17.65\|17.91\|17.23\|84366;2026-03-27\|18.80\|6.94\|17.36\|18.88\|17.27\|108060;2026-03-30\|19.45\|3.46\|18.61\|19.56\|18.51\|158438;2026-03-31\|19.31\|-0.72\|19.44\|19.44\|18.88\|105238;2026-04-01\|20.46\|5.96\|19.58\|20.70\|19.42\|154556;2026-04-02\|19.75\|-3.47\|20.31\|20.80\|19.51\|97836;2026-04-03\|20.30\|2.78\|19.86\|20.70\|19.53\|142785;2026-04-07\|19.88\|-2.07\|20.33\|20.47\|19.51\|112999;2026-04-08\|20.88\|5.03\|20.42\|21.06\|20.00\|129820;2026-04-09\|22.97\|10.01\|20.80\|22.97\|20.63\|276352;2026-04-10\|25.27\|10.01\|24.77\|25.27\|24.32\|277519;2026-04-13\|27.10\|7.24\|24.99\|27.80\|24.99\|609759;2026-04-14\|26.93\|-0.63\|27.64\|27.88\|26.74\|388227;2026-04-15\|29.62\|9.99\|27.22\|29.62\|26.67\|341902;2026-04-16\|28.78\|-2.84\|30.83\|31.83\|28.43\|477013;2026-04-17\|30.18\|4.86\|28.00\|31.12\|27.69\|561083;2026-04-20\|29.10\|-3.58\|30.11\|30.20\|28.70\|350257;2026-04-21\|27.95\|-3.95\|28.92\|29.40\|27.88\|246056;2026-04-22\|28.80\|3.04\|27.95\|28.99\|27.56\|253251;2026-04-23\|27.43\|-4.76\|28.80\|28.80\|27.26\|238902;2026-04-24\|27.35\|-0.29\|27.49\|27.77\|26.17\|251995;2026-04-27\|27.29\|-0.22\|27.27\|27.90\|26.63\|157142;2026-04-28\|26.38\|-3.33\|27.30\|27.30\|26.20\|145115;2026-04-29\|25.75\|-2.39\|26.55\|26.94\|25.70\|156852;2026-04-30\|25.09\|-2.56\|25.73\|25.74\|24.73\|185727;2026-05-06\|25.21\|0.48\|25.59\|25.59\|24.95\|135503;2026-05-07\|27.73\|10.00\|25.28\|27.73\|25.28\|209999;2026-05-08\|27.20\|-1.91\|28.00\|28.00\|26.35\|275036;2026-05-11\|28.26\|3.90\|27.21\|28.95\|26.51\|290835;2026-05-12\|27.59\|-2.37\|27.98\|28.45\|26.90\|216457;2026-05-13\|27.54\|-0.18\|27.30\|28.10\|26.95\|176761;2026-05-14\|26.47\|-3.89\|27.20\|27.28\|26.41\|127689;2026-05-15\|25.81\|-2.49\|26.35\|26.60\|25.64\|98884;2026-05-18\|26.10\|1.12\|25.41\|26.58\|25.01\|133596;2026-05-19\|26.84\|2.84\|25.99\|27.12\|25.47\|137013;2026-05-20\|26.78\|-0.22\|26.58\|27.09\|26.33\|97235;2026-05-21\|24.51\|-8.48\|26.94\|27.11\|24.32\|155417;2026-05-22\|25.20\|2.82\|24.81\|25.44\|24.52\|106752;2026-05-25\|24.80\|-1.59\|25.77\|27.21\|24.39\|111041;2026-05-26\|23.70\|-4.44\|24.80\|24.80\|23.59\|128484;2026-05-27\|23.09\|-2.57\|23.89\|23.89\|22.17\|145139;2026-05-28\|24.06\|4.20\|22.86\|24.30\|21.88\|181774;2026-05-29\|26.47\|10.02\|24.43\|26.47\|24.10\|220887;2026-06-01\|25.57\|-3.40\|27.18\|27.76\|25.50\|379224;2026-06-02\|24.90\|-2.62\|25.83\|25.86\|24.50\|172567;2026-06-03\|25.12\|0.88\|24.93\|25.46\|24.47\|170462;2026-06-04\|27.45\|10.02\|26.37\|27.45\|25.85\|233739;2026-06-05\|28.40\|3.46\|28.00\|29.99\|27.50\|409664;2026-06-08\|25.56\|-10.00\|27.82\|28.13\|25.56\|239726;2026-06-09\|25.91\|1.37\|25.78\|26.96\|25.07\|249156;2026-06-10\|26.24\|1.27\|25.30\|26.36\|25.09\|175785;2026-06-11\|28.86\|9.98\|26.91\|28.86\|26.80\|306706;2026-06-12\|28.85\|-0.03\|30.00\|31.11\|28.74\|395173;2026-06-15\|31.74\|10.02\|29.23\|31.74\|29.02\|144109;2026-06-16\|34.91\|9.99\|33.66\|34.91\|33.34\|286069;2026-06-17\|35.94\|2.95\|34.67\|36.69\|33.01\|438727;2026-06-18\|37.92\|5.51\|35.60\|38.35\|35.20\|313599;2026-06-22\|39.70\|4.69\|38.95\|40.76\|38.26\|349271;2026-06-23\|38.74\|-2.42\|41.91\|41.91\|38.13\|315971;2026-06-24\|38.30\|-1.14\|38.48\|39.59\|37.51\|235568;2026-06-25\|39.10\|2.09\|37.98\|40.75\|37.92\|215752;2026-06-26\|36.07\|-7.75\|38.76\|39.17\|35.27\|221149;2026-06-29\|34.57\|-4.16\|36.72\|37.29\|33.90\|175426;2026-06-30\|34.58\|0.03\|34.10\|35.32\|33.95\|157935;2026-07-01\|34.84\|0.75\|34.26\|35.91\|33.88\|188652;2026-07-02\|33.18\|-4.76\|34.00\|34.79\|33.00\|149321;2026-07-03\|32.08\|-3.32\|32.66\|32.95\|31.93\|123868;2026-07-06\|30.28\|-5.61\|32.11\|32.42\|30.16\|137434;2026-07-07\|29.70\|-1.92\|30.21\|31.30\|29.28\|97222;2026-07-08\|30.70\|3.37\|29.41\|31.19\|28.33\|182542;2026-07-09\|31.50\|2.61\|30.98\|31.67\|28.68\|171399;2026-07-10\|30.69\|-2.57\|31.34\|32.57\|30.61\|203233;2026-07-13\|27.62\|-10.00\|30.16\|30.90\|27.62\|125798;2026-07-14\|25.89\|-6.26\|26.70\|26.85\|24.92\|231841;2026-07-15\|25.38\|-1.97\|26.50\|26.65\|25.20\|155233;2026-07-16\|24.21\|-4.61\|25.01\|25.84\|24.00\|118982;2026-07-17\|21.79\|-10.00\|24.30\|24.41\|21.79\|140122;2026-07-20\|20.63\|-5.32\|21.73\|22.47\|20.10\|219765;2026-07-21\|22.33\|8.24\|21.00\|22.60\|18.57\|288876;2026-07-22\|23.88\|6.94\|22.10\|24.18\|21.56\|226014;2026-07-23\|23.47\|-1.72\|23.92\|24.79\|23.21\|168787
43067	AI算力驱动散热需求爆发	涨停揭秘：AI算力爆发驱动液冷服务器渗透率快速提升，公司液冷管路产品通过UL认证并已批量进入英维克、中航光电等头部供应链；涨停缘由：AI算力需求激增致液冷散热成刚性选择；公司液冷管路达V0级阻燃标准并获美国UL认证；已进入CoolerMaster、AVC、英维克、中航光电、飞荣达等主流散热厂商体系；资金逻辑：液冷服务器板块资金高度聚焦，该股量能放大三倍，主力借AI硬件升级趋势卡位液冷零组件核心供应商；风险提示：液冷业务占比较小，客户认证周期长，行业新进入者增多或加剧价格竞争	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，管路产品目前已经进入了CoolerMaster、AVC、英维克、中航光电、飞荣达、宝德华南等供应商体系	2026-03-16\|33.33\|1.21\|32.91\|33.45\|32.12\|53011;2026-03-17\|31.82\|-4.53\|33.60\|33.79\|31.80\|58955;2026-03-18\|32.61\|2.48\|32.14\|32.95\|31.72\|54356;2026-03-19\|31.71\|-2.76\|31.80\|32.33\|31.60\|39190;2026-03-20\|30.57\|-3.60\|31.80\|32.14\|30.56\|43084;2026-03-23\|28.07\|-8.18\|29.77\|30.16\|27.87\|85530;2026-03-24\|29.12\|3.74\|28.63\|29.21\|27.97\|52232;2026-03-25\|29.66\|1.85\|29.15\|29.86\|29.15\|48842;2026-03-26\|30.77\|3.74\|29.48\|32.28\|29.33\|139419;2026-03-27\|29.60\|-3.80\|30.11\|30.50\|29.18\|82847;2026-03-30\|30.35\|2.53\|29.05\|30.69\|28.58\|78569;2026-03-31\|29.80\|-1.81\|30.20\|30.82\|29.80\|47240;2026-04-01\|31.82\|6.78\|30.55\|31.89\|30.39\|105720;2026-04-02\|35.29\|10.91\|31.50\|36.97\|31.38\|298724;2026-04-03\|36.87\|4.48\|36.26\|37.60\|35.87\|281414;2026-04-07\|35.88\|-2.69\|36.51\|36.97\|35.41\|124247;2026-04-08\|37.66\|4.96\|36.66\|37.80\|36.00\|148175;2026-04-09\|41.41\|9.96\|36.91\|42.83\|36.91\|415726;2026-04-10\|39.58\|-4.42\|43.80\|44.80\|39.30\|392175;2026-04-13\|38.81\|-1.95\|39.58\|40.80\|38.47\|231881;2026-04-14\|39.05\|0.62\|39.11\|40.35\|37.98\|234643;2026-04-15\|39.02\|-0.08\|39.11\|39.94\|38.46\|188055;2026-04-16\|38.82\|-0.51\|39.00\|39.26\|38.05\|167303;2026-04-17\|38.35\|-1.21\|38.80\|39.62\|37.81\|230241;2026-04-20\|39.68\|3.47\|39.00\|41.58\|38.79\|285675;2026-04-21\|38.61\|-2.70\|39.00\|39.61\|37.51\|238564;2026-04-22\|37.97\|-1.66\|38.09\|38.36\|36.80\|173803;2026-04-23\|36.16\|-4.77\|37.66\|38.17\|35.98\|153505;2026-04-24\|37.40\|3.43\|35.88\|38.48\|34.45\|257044;2026-04-27\|36.49\|-2.43\|36.89\|37.45\|36.49\|117083;2026-04-28\|37.70\|3.32\|36.73\|39.21\|36.73\|199521;2026-04-29\|36.95\|-1.99\|36.90\|37.99\|36.70\|121809;2026-04-30\|38.92\|5.33\|37.00\|39.63\|36.58\|207700;2026-05-06\|40.66\|4.47\|40.36\|41.68\|39.56\|224261;2026-05-07\|42.01\|3.32\|40.89\|42.96\|40.32\|194739;2026-05-08\|40.95\|-2.52\|41.28\|42.30\|40.53\|159104;2026-05-11\|41.50\|1.34\|41.68\|42.76\|41.27\|156469;2026-05-12\|40.78\|-1.73\|41.38\|41.49\|40.10\|135128;2026-05-13\|41.63\|2.08\|40.63\|41.90\|40.49\|119823;2026-05-14\|40.90\|-1.75\|42.60\|43.80\|40.85\|163777;2026-05-15\|40.57\|-0.81\|41.36\|42.50\|40.01\|135725;2026-05-18\|40.80\|0.57\|39.95\|41.68\|39.50\|123279;2026-05-19\|44.00\|7.84\|41.30\|44.30\|40.58\|260620;2026-05-20\|43.89\|-0.25\|43.52\|44.44\|42.50\|195469;2026-05-21\|40.81\|-7.02\|43.88\|44.40\|40.66\|183811;2026-05-22\|42.00\|2.92\|41.00\|42.49\|40.49\|115072;2026-05-25\|41.90\|-0.24\|42.05\|42.58\|41.11\|106908;2026-05-26\|39.39\|-5.99\|41.60\|41.90\|38.80\|132770;2026-05-27\|37.71\|-4.26\|39.21\|39.76\|37.32\|104631;2026-05-28\|37.65\|-0.16\|37.71\|39.39\|36.88\|106299;2026-05-29\|34.43\|-8.55\|37.77\|38.69\|34.01\|129226;2026-06-01\|33.87\|-1.63\|34.88\|35.88\|33.80\|101795;2026-06-02\|36.42\|7.53\|35.10\|37.10\|34.70\|180958;2026-06-03\|34.90\|-4.17\|36.83\|37.88\|34.50\|135003;2026-06-04\|35.17\|0.77\|34.41\|35.86\|34.39\|95290;2026-06-05\|34.12\|-2.99\|34.90\|34.91\|33.90\|85500;2026-06-08\|32.10\|-5.92\|32.01\|33.34\|31.30\|123582;2026-06-09\|34.02\|5.98\|32.58\|34.39\|31.70\|123409;2026-06-10\|32.64\|-4.06\|33.62\|34.04\|32.25\|71801;2026-06-11\|32.07\|-1.75\|32.20\|32.99\|31.60\|63879;2026-06-12\|32.85\|2.43\|32.68\|34.39\|32.60\|104693;2026-06-15\|35.45\|7.91\|33.49\|35.58\|33.15\|111327;2026-06-16\|36.37\|2.60\|35.52\|38.17\|35.52\|151487;2026-06-17\|35.49\|-2.42\|36.03\|36.33\|35.02\|113698;2026-06-18\|34.75\|-2.09\|35.17\|35.97\|34.69\|105551;2026-06-22\|34.30\|-1.29\|35.09\|35.88\|32.88\|119888;2026-06-23\|32.02\|-6.65\|36.03\|36.80\|31.84\|246772;2026-06-24\|31.14\|-2.75\|31.45\|31.96\|30.45\|156943;2026-06-25\|31.99\|2.73\|31.29\|34.18\|31.10\|192955;2026-06-26\|32.80\|2.53\|31.99\|35.87\|31.80\|276723;2026-06-29\|31.91\|-2.71\|32.30\|33.50\|31.37\|162233;2026-06-30\|33.39\|4.64\|31.87\|33.44\|31.41\|134264;2026-07-01\|34.28\|2.67\|33.24\|36.00\|32.96\|194403;2026-07-02\|35.75\|4.29\|33.53\|36.77\|33.00\|202011;2026-07-03\|36.75\|2.80\|36.65\|39.50\|36.51\|245857;2026-07-06\|37.10\|1.73\|36.40\|39.16\|35.61\|223339;2026-07-07\|35.25\|-4.99\|36.83\|37.33\|34.52\|175336;2026-07-08\|34.48\|-2.18\|35.24\|36.49\|34.37\|116182;2026-07-09\|36.18\|4.93\|34.69\|36.36\|33.60\|132441;2026-07-10\|35.80\|-1.05\|35.60\|37.44\|35.12\|134212;2026-07-13\|33.19\|-7.29\|35.42\|36.75\|33.02\|112077;2026-07-14\|33.16\|-0.09\|33.20\|33.73\|31.52\|93618;2026-07-15\|31.85\|-3.95\|33.10\|33.46\|31.32\|79618;2026-07-16\|31.55\|-0.94\|31.31\|32.77\|30.30\|83009;2026-07-17\|27.90\|-11.57\|31.32\|31.39\|26.90\|148219;2026-07-20\|25.43\|-8.85\|28.17\|28.54\|24.60\|129457;2026-07-21\|26.60\|4.60\|25.38\|26.62\|23.03\|138581;2026-07-22\|26.78\|0.68\|26.01\|27.88\|26.01\|119329;2026-07-23\|26.40\|-1.42\|26.51\|27.45\|26.05\|67107
43066	AI算力驱动散热需求爆发	数据中心连接器+中标高速线缆+液冷+机器人行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年6月2日公告，公司近日收到某客户中标通知，确认公司为其某机柜高速线缆部件项目的中标单位。 2、据2026年4月3日年报，公司深度布局数据通讯领域，已成为浪潮、新华三、中科曙光等头部客户供应商，2025年数据通讯类连接器收入同比大增119.64%。 3、据国泰海通证券2026年5月22日研报，公司已与台湾地区多个知名散热产品厂家展开液冷产品洽谈合作，个别客户已下达小批量订单并完成供货。 4、据2025年2月14日互动易，公司应用于人形机器人的连接器产品处于持续研发阶段，已有小批量订单交货，销售收入约数万元。	1、公司液冷板、UQD等零组件已小批量供货台湾地区散热厂并获认可，液冷产品实现小批量商业化突破； 2、公司高频高速连接器可以应用在数据中心、服务器等设备上，目前公司该类产品主要供给浪潮、联想、曙光等客户；公司有研发、生产铜缆高速连接器产品； 3、公司与优必选、云深处等人形机器人公司存在合作关系，并生产供货应用在人形机器人的连接器及线束产品	2026-03-16\|57.53\|-1.12\|57.84\|58.17\|56.00\|42491;2026-03-17\|54.80\|-4.75\|57.74\|58.20\|54.60\|64977;2026-03-18\|56.60\|3.28\|55.51\|57.35\|54.20\|57850;2026-03-19\|53.59\|-5.32\|55.70\|56.17\|53.15\|51157;2026-03-20\|52.52\|-2.00\|54.41\|55.46\|52.50\|53911;2026-03-23\|48.60\|-7.46\|51.10\|52.51\|48.20\|75232;2026-03-24\|50.20\|3.29\|49.84\|50.65\|47.89\|55965;2026-03-25\|52.49\|4.56\|50.07\|54.26\|50.05\|61183;2026-03-26\|52.85\|0.69\|53.08\|55.10\|51.50\|64842;2026-03-27\|52.89\|0.08\|52.53\|53.68\|51.51\|37866;2026-03-30\|52.45\|-0.83\|51.82\|53.05\|51.52\|39725;2026-03-31\|53.25\|1.53\|52.10\|55.80\|51.53\|66361;2026-04-01\|55.64\|4.49\|54.12\|55.88\|53.90\|87433;2026-04-02\|54.65\|-1.78\|53.99\|56.88\|53.19\|89836;2026-04-03\|57.47\|5.16\|55.75\|59.57\|55.00\|100957;2026-04-07\|57.37\|-0.17\|57.48\|58.66\|56.52\|55449;2026-04-08\|60.83\|6.03\|58.90\|60.88\|57.85\|77506;2026-04-09\|69.61\|14.43\|60.01\|71.77\|59.60\|172256;2026-04-10\|67.33\|-3.28\|69.88\|70.10\|67.00\|108989;2026-04-13\|66.40\|-1.38\|66.99\|67.98\|65.50\|77726;2026-04-14\|66.49\|0.14\|68.00\|68.15\|66.00\|72601;2026-04-15\|64.56\|-2.90\|67.00\|67.49\|64.10\|82782;2026-04-16\|67.98\|5.30\|65.50\|69.20\|65.00\|103672;2026-04-17\|69.17\|1.75\|68.50\|71.71\|66.60\|112516;2026-04-20\|68.64\|-0.77\|69.17\|69.99\|67.44\|80472;2026-04-21\|67.70\|-1.37\|67.90\|69.35\|67.29\|58773;2026-04-22\|72.23\|6.69\|67.34\|73.19\|66.81\|98216;2026-04-23\|69.05\|-4.40\|72.00\|72.65\|68.35\|86570;2026-04-24\|68.27\|-1.13\|68.80\|72.90\|68.10\|75702;2026-04-27\|70.94\|3.91\|71.20\|75.68\|70.04\|110850;2026-04-28\|72.27\|1.87\|70.99\|74.15\|70.10\|98722;2026-04-29\|73.01\|1.02\|71.40\|75.30\|71.21\|93011;2026-04-30\|82.34\|12.78\|76.30\|85.00\|76.30\|144597;2026-05-06\|83.31\|1.18\|83.63\|84.48\|80.12\|93710;2026-05-07\|86.85\|4.25\|83.10\|87.28\|82.47\|74303;2026-05-08\|83.90\|-3.40\|85.20\|87.50\|83.60\|71473;2026-05-11\|92.50\|10.25\|83.90\|94.01\|82.25\|106276;2026-05-12\|90.26\|-2.42\|90.91\|95.42\|89.30\|76662;2026-05-13\|95.43\|5.73\|89.00\|95.80\|86.32\|87478;2026-05-14\|97.00\|1.65\|96.20\|102.92\|93.60\|97039;2026-05-15\|94.99\|-2.07\|96.99\|99.58\|93.00\|79449;2026-05-18\|97.55\|2.69\|94.20\|99.50\|92.71\|61244;2026-05-19\|103.42\|6.02\|98.00\|104.18\|96.11\|79883;2026-05-20\|107.01\|3.47\|103.80\|109.99\|98.76\|99620;2026-05-21\|93.50\|-12.62\|107.70\|109.10\|93.15\|133989;2026-05-22\|98.80\|5.67\|95.89\|103.00\|94.50\|81593;2026-05-25\|95.30\|-3.54\|99.96\|99.96\|93.49\|78469;2026-05-26\|93.57\|-1.82\|94.00\|96.38\|91.00\|58477;2026-05-27\|93.42\|-0.16\|93.57\|96.00\|91.30\|56719;2026-05-28\|96.06\|2.83\|93.00\|97.98\|91.58\|51274;2026-05-29\|90.52\|-5.67\|96.20\|96.55\|89.56\|53107;2026-06-01\|85.75\|-5.27\|92.33\|93.00\|85.72\|65909;2026-06-02\|86.78\|1.20\|85.95\|87.80\|84.00\|43014;2026-06-03\|86.01\|-0.89\|87.64\|89.90\|84.88\|62034;2026-06-04\|90.37\|5.07\|85.00\|92.39\|84.10\|70453;2026-06-05\|89.12\|-1.38\|89.49\|93.09\|87.86\|60561;2026-06-08\|84.60\|-5.07\|87.00\|92.88\|83.02\|59716;2026-06-09\|87.15\|3.01\|86.84\|90.62\|84.99\|48301;2026-06-10\|84.61\|-2.91\|85.50\|86.50\|83.31\|36700;2026-06-11\|89.52\|5.80\|84.00\|89.52\|82.90\|64120;2026-06-12\|93.11\|4.01\|93.00\|100.90\|89.61\|130258;2026-06-15\|98.02\|5.27\|96.00\|98.25\|94.00\|76514;2026-06-16\|117.62\|20.00\|98.00\|117.62\|97.09\|108020;2026-06-17\|120.60\|2.53\|119.50\|121.98\|115.00\|106956;2026-06-18\|126.80\|5.14\|121.63\|128.88\|118.27\|90338;2026-06-22\|133.89\|5.59\|128.68\|137.88\|128.68\|97261;2026-06-23\|131.80\|-1.56\|136.72\|137.29\|128.83\|101590;2026-06-24\|144.25\|9.45\|129.50\|147.50\|129.00\|92961;2026-06-25\|140.99\|-2.26\|144.00\|145.72\|140.51\|75134;2026-06-26\|137.37\|-2.57\|140.51\|142.68\|133.88\|67934;2026-06-29\|140.72\|2.44\|136.58\|147.86\|134.50\|70512;2026-06-30\|156.25\|11.04\|140.60\|158.00\|138.08\|82551;2026-07-01\|159.50\|2.08\|163.58\|172.00\|156.31\|98149;2026-07-02\|151.80\|-4.83\|158.08\|165.99\|150.50\|72679;2026-07-03\|151.46\|-0.22\|152.00\|161.55\|150.71\|64310;2026-07-06\|150.36\|-0.73\|152.86\|160.88\|143.03\|75090;2026-07-07\|144.46\|-3.92\|148.94\|151.99\|140.58\|59614;2026-07-08\|147.40\|2.04\|145.00\|152.29\|138.50\|66693;2026-07-09\|148.71\|0.89\|147.40\|150.00\|139.00\|64993;2026-07-10\|142.77\|-3.99\|150.45\|154.94\|142.54\|55281;2026-07-13\|128.80\|-9.79\|141.00\|145.68\|127.00\|77682;2026-07-14\|133.11\|3.35\|131.38\|135.85\|126.62\|67810;2026-07-15\|127.29\|-4.37\|136.48\|138.43\|125.66\|44372;2026-07-16\|122.50\|-3.76\|125.27\|130.69\|119.58\|46172;2026-07-17\|105.43\|-13.93\|122.39\|122.84\|104.00\|73290;2026-07-20\|97.85\|-7.19\|110.16\|119.96\|93.00\|98705;2026-07-21\|111.98\|14.44\|100.08\|112.25\|82.80\|134747;2026-07-22\|120.40\|7.52\|112.23\|132.00\|109.00\|115684;2026-07-23\|115.72\|-3.89\|121.72\|125.00\|114.66\|86408
43065	AI算力驱动散热需求爆发	精密结构件+算力服务器+AI终端+消费电子 1、据2026年3月21日年报，公司精密金属结构件已批量用于算力服务器，惠州智能制造基地预计2027年6月30日前投产，将显著增强华南产能。 2、据2025年11月12日互动易，公司精密柔性结构件覆盖智能手机、AI PC、笔记本电脑及VR/AR穿戴设备，形成全终端产品矩阵。 3、据2026年4月28日一季报，公司一季度营收7.14亿元、同比增长10.04%，归母净利润1.51亿元、同比增长39.91%。	1、公司为苹果全球200家核心供应商之一，富士康组件生产商；产品广泛应用于手机、平板电脑、笔记本电脑、智能穿戴设备等消费电子产品及其组件。 2、子公司华阳通新切入昇腾服务器组装。	2026-03-16\|48.43\|0.56\|48.37\|49.25\|47.30\|76916;2026-03-17\|48.74\|0.64\|48.55\|49.86\|47.81\|133005;2026-03-18\|49.25\|1.05\|49.19\|49.31\|48.25\|75050;2026-03-19\|49.12\|-0.26\|48.48\|50.00\|48.43\|84439;2026-03-20\|48.25\|-1.77\|49.16\|49.98\|47.30\|81375;2026-03-23\|48.25\|0.00\|45.86\|50.14\|45.00\|187799;2026-03-24\|50.21\|4.06\|48.97\|50.41\|48.34\|136409;2026-03-25\|51.90\|3.37\|50.23\|52.27\|50.22\|131275;2026-03-26\|52.58\|1.31\|52.06\|53.74\|50.89\|140727;2026-03-27\|52.29\|-0.55\|51.71\|53.00\|51.55\|90934;2026-03-30\|52.22\|-0.13\|51.51\|52.34\|50.31\|99327;2026-03-31\|50.50\|-3.29\|52.00\|53.07\|50.13\|77774;2026-04-01\|51.96\|2.89\|51.40\|52.50\|51.02\|75257;2026-04-02\|50.66\|-2.50\|52.00\|52.35\|50.43\|51308;2026-04-03\|53.91\|6.42\|50.84\|53.97\|50.52\|122401;2026-04-07\|54.48\|1.06\|53.79\|55.80\|53.59\|134232;2026-04-08\|59.40\|9.03\|55.00\|59.48\|54.55\|169252;2026-04-09\|65.34\|10.00\|58.50\|65.34\|58.01\|309215;2026-04-10\|67.38\|3.12\|68.80\|68.90\|66.01\|323956;2026-04-13\|67.64\|0.39\|67.30\|69.37\|66.90\|165227;2026-04-14\|67.77\|0.19\|68.14\|69.29\|66.60\|113642;2026-04-15\|69.39\|2.39\|68.11\|71.27\|67.17\|154200;2026-04-16\|72.06\|3.85\|69.32\|73.50\|68.68\|160704;2026-04-17\|71.32\|-1.03\|72.00\|72.30\|69.70\|149497;2026-04-20\|71.80\|0.67\|71.33\|73.92\|70.03\|133563;2026-04-21\|72.82\|1.42\|72.00\|74.32\|71.66\|130659;2026-04-22\|72.97\|0.21\|71.70\|73.60\|70.35\|141382;2026-04-23\|78.60\|7.72\|74.90\|80.27\|73.66\|271087;2026-04-24\|83.30\|5.98\|78.08\|83.76\|73.01\|291911;2026-04-27\|80.64\|-3.19\|82.40\|82.97\|79.60\|196859;2026-04-28\|76.88\|-4.66\|80.00\|81.00\|75.50\|209358;2026-04-29\|78.10\|2.23\|76.72\|80.43\|76.00\|135579;2026-04-30\|81.27\|4.06\|77.66\|82.70\|75.60\|149116;2026-05-06\|82.32\|1.29\|82.00\|85.00\|81.00\|162205;2026-05-07\|85.60\|3.98\|82.70\|86.33\|82.18\|129641;2026-05-08\|83.44\|-2.52\|84.00\|86.32\|82.51\|110483;2026-05-11\|85.96\|3.02\|85.02\|88.66\|84.98\|124994;2026-05-12\|82.72\|-3.77\|86.51\|86.88\|81.50\|117599;2026-05-13\|84.02\|1.57\|82.50\|84.30\|81.01\|86906;2026-05-14\|82.41\|-1.92\|84.55\|84.98\|80.65\|106879;2026-05-15\|82.08\|-0.40\|83.29\|85.69\|81.00\|92751;2026-05-18\|86.84\|5.80\|82.08\|89.96\|82.08\|143801;2026-05-19\|89.54\|3.11\|87.30\|90.50\|85.30\|108192;2026-05-20\|94.27\|5.28\|91.80\|95.05\|90.00\|150773;2026-05-21\|89.37\|-5.20\|94.80\|95.06\|88.33\|135148;2026-05-22\|89.40\|0.03\|91.16\|91.80\|88.00\|90169;2026-05-25\|98.34\|10.00\|94.98\|98.34\|94.00\|95773;2026-05-26\|101.81\|3.53\|99.44\|105.00\|98.05\|198924;2026-05-27\|95.68\|-6.02\|101.00\|102.48\|93.60\|146401;2026-05-28\|94.57\|-1.16\|96.96\|97.76\|92.90\|117471;2026-05-29\|88.32\|-6.61\|95.60\|95.90\|87.20\|138964;2026-06-01\|87.85\|-0.53\|88.50\|92.28\|86.78\|118300;2026-06-02\|90.35\|2.85\|88.00\|91.18\|85.21\|123294;2026-06-03\|87.52\|-3.13\|91.94\|92.00\|86.18\|126345;2026-06-04\|88.02\|0.57\|87.32\|89.40\|86.87\|74660;2026-06-05\|88.13\|0.12\|87.44\|90.93\|86.33\|112483;2026-06-08\|81.50\|-7.52\|85.23\|86.45\|80.30\|130912;2026-06-09\|85.50\|4.91\|82.98\|86.40\|81.72\|99713;2026-06-10\|86.40\|1.05\|84.59\|89.59\|83.50\|100644;2026-06-11\|84.10\|-2.66\|86.38\|86.40\|82.36\|57136;2026-06-12\|83.88\|-0.26\|85.99\|88.40\|83.50\|77230;2026-06-15\|89.51\|6.71\|85.25\|90.89\|85.09\|97112;2026-06-16\|89.40\|-0.12\|90.00\|90.99\|88.07\|80149;2026-06-17\|90.95\|1.73\|88.79\|91.00\|88.36\|75165;2026-06-18\|90.50\|-0.49\|90.70\|96.50\|90.47\|122521;2026-06-22\|85.88\|-5.11\|91.31\|91.68\|84.00\|140914;2026-06-23\|86.80\|1.07\|94.47\|94.47\|86.66\|281991;2026-06-24\|84.46\|-2.70\|84.82\|86.38\|82.80\|152227;2026-06-25\|84.80\|0.40\|84.10\|88.66\|81.69\|166143;2026-06-26\|81.44\|-3.96\|84.47\|85.88\|80.36\|103693;2026-06-29\|74.89\|-8.04\|81.20\|81.31\|73.53\|159448;2026-06-30\|76.05\|1.55\|76.70\|78.16\|74.64\|108283;2026-07-01\|73.20\|-3.75\|76.01\|78.11\|72.58\|108559;2026-07-02\|69.53\|-5.01\|72.29\|73.68\|69.44\|111443;2026-07-03\|73.21\|5.29\|71.60\|74.88\|70.60\|95236;2026-07-06\|74.12\|1.24\|73.58\|76.50\|71.00\|101728;2026-07-07\|72.20\|-2.59\|75.40\|76.20\|71.44\|80888;2026-07-08\|72.00\|-0.28\|72.18\|74.68\|71.01\|86281;2026-07-09\|74.28\|3.17\|73.36\|74.68\|69.51\|86406;2026-07-10\|70.69\|-4.83\|74.27\|77.20\|70.50\|83184;2026-07-13\|65.83\|-6.88\|69.90\|71.62\|65.40\|91333;2026-07-14\|67.98\|3.27\|66.50\|68.25\|64.56\|67074;2026-07-15\|63.16\|-7.09\|69.00\|69.00\|63.00\|76225;2026-07-16\|62.34\|-1.30\|63.19\|65.50\|61.30\|81258;2026-07-17\|56.53\|-9.32\|62.00\|62.62\|56.41\|97811;2026-07-20\|53.51\|-5.34\|57.85\|58.45\|52.18\|85573;2026-07-21\|57.02\|6.56\|54.58\|57.31\|49.90\|130948;2026-07-22\|58.15\|1.98\|57.03\|60.55\|55.02\|126184;2026-07-23\|58.12\|-0.05\|58.42\|59.58\|57.20\|59879
43064	AI算力驱动散热需求爆发	汽车热管理+比亚迪概念 1、据2025年8月26日半年度报告，公司直接或间接配套比亚迪、理想、零跑等新能源整车厂，并持续拓展新能源电池业务。 2、据2025年11月25日互动易，公司主营汽车尼龙管路及连接件，具备轻量化、热管理技术优势，产品品类持续扩容。	公司主营业务为汽车尼龙管路及连接件等系列产品的研产销，消息称液冷方面公司已经研发尼龙接头+管路	2026-03-16\|43.00\|-2.18\|44.37\|44.38\|42.26\|19259;2026-03-17\|42.50\|-1.16\|43.78\|43.90\|42.10\|18003;2026-03-18\|42.83\|0.78\|42.47\|44.38\|42.36\|11313;2026-03-19\|43.51\|1.59\|42.59\|44.37\|42.00\|38485;2026-03-20\|45.10\|3.65\|43.91\|46.30\|43.00\|53644;2026-03-23\|39.81\|-11.73\|45.00\|45.00\|37.87\|65001;2026-03-24\|38.10\|-4.30\|39.42\|39.42\|36.31\|38543;2026-03-25\|38.23\|0.34\|37.94\|40.60\|37.81\|35554;2026-03-26\|37.34\|-2.33\|38.06\|38.76\|36.80\|19905;2026-03-27\|37.98\|1.71\|36.56\|38.44\|36.56\|14320;2026-03-30\|39.65\|4.40\|37.80\|39.93\|37.11\|24569;2026-03-31\|39.19\|-1.16\|39.70\|40.45\|38.84\|15102;2026-04-01\|39.88\|1.76\|40.30\|40.30\|39.10\|13831;2026-04-02\|39.50\|-0.95\|39.63\|40.35\|39.20\|11444;2026-04-03\|38.32\|-2.99\|39.68\|40.15\|38.26\|11313;2026-04-07\|40.05\|4.51\|38.42\|40.87\|38.24\|18106;2026-04-08\|44.46\|11.01\|40.61\|44.48\|40.61\|31838;2026-04-09\|53.35\|20.00\|43.97\|53.35\|43.18\|88381;2026-04-10\|46.73\|-12.41\|52.04\|53.80\|46.20\|111068;2026-04-13\|46.99\|0.56\|44.96\|48.00\|43.99\|74547;2026-04-14\|46.39\|-1.28\|46.96\|47.86\|46.06\|39448;2026-04-15\|47.16\|1.66\|46.21\|48.48\|46.14\|41667;2026-04-16\|48.00\|1.78\|47.08\|50.00\|47.08\|59780;2026-04-17\|45.72\|-4.75\|47.52\|47.52\|44.92\|63268;2026-04-20\|48.50\|6.08\|45.72\|49.33\|44.45\|63104;2026-04-21\|50.33\|3.77\|48.39\|50.77\|47.50\|57972;2026-04-22\|48.91\|-2.82\|49.41\|50.58\|48.84\|42442;2026-04-23\|47.26\|-3.37\|48.88\|48.88\|46.55\|33595;2026-04-24\|46.19\|-2.26\|47.01\|47.36\|45.13\|29345;2026-04-27\|45.88\|-0.67\|46.44\|46.79\|45.65\|21233;2026-04-28\|46.05\|0.37\|45.69\|46.08\|42.01\|43361;2026-04-29\|44.85\|-2.61\|46.05\|46.45\|44.52\|21524;2026-04-30\|44.53\|-0.71\|44.85\|45.00\|44.01\|16478;2026-05-06\|44.44\|-0.20\|44.60\|45.34\|44.17\|21269;2026-05-07\|46.80\|5.31\|44.50\|46.87\|44.14\|32257;2026-05-08\|47.81\|2.16\|47.16\|49.41\|47.16\|37371;2026-05-11\|48.95\|2.38\|47.84\|49.49\|47.25\|33889;2026-05-12\|50.06\|2.27\|49.01\|50.88\|48.36\|38677;2026-05-13\|50.60\|1.08\|50.05\|51.88\|49.49\|35455;2026-05-14\|48.59\|-3.97\|51.08\|51.08\|48.45\|28502;2026-05-15\|46.94\|-3.40\|48.83\|48.83\|46.49\|27670;2026-05-18\|47.82\|1.87\|47.08\|49.86\|46.60\|22527;2026-05-19\|47.04\|-1.63\|48.29\|49.58\|46.48\|24806;2026-05-20\|46.62\|-0.89\|47.00\|47.65\|45.70\|18850;2026-05-21\|34.04\|-4.06\|38.50\|38.50\|33.92\|36126;2026-05-22\|33.61\|-1.26\|34.06\|34.20\|33.10\|35670;2026-05-25\|33.20\|-1.22\|34.28\|34.28\|32.47\|31517;2026-05-26\|32.33\|-2.62\|33.14\|33.28\|31.90\|21712;2026-05-27\|31.38\|-2.94\|32.19\|32.46\|30.94\|22864;2026-05-28\|31.02\|-1.15\|31.39\|31.82\|30.52\|17489;2026-05-29\|30.16\|-2.77\|31.64\|31.64\|29.90\|20067;2026-06-01\|31.55\|4.61\|29.88\|31.83\|29.80\|28611;2026-06-02\|30.58\|-3.07\|31.56\|32.00\|29.90\|22052;2026-06-03\|29.89\|-2.26\|30.59\|30.72\|29.60\|15493;2026-06-04\|30.68\|2.64\|29.89\|31.49\|29.70\|24163;2026-06-05\|30.58\|-0.33\|30.69\|31.05\|29.71\|18897;2026-06-08\|29.08\|-4.91\|30.58\|30.79\|29.00\|20312;2026-06-09\|29.73\|2.24\|29.40\|29.87\|28.90\|21347;2026-06-10\|29.20\|-1.78\|29.74\|30.25\|28.51\|16373;2026-06-11\|28.21\|-3.39\|28.73\|29.25\|28.00\|14732;2026-06-12\|27.98\|-0.82\|28.28\|28.96\|27.71\|22829;2026-06-15\|28.27\|1.04\|27.99\|28.84\|27.82\|16947;2026-06-16\|28.35\|0.28\|28.26\|28.64\|27.60\|16205;2026-06-17\|27.04\|-4.62\|28.33\|28.33\|26.95\|22672;2026-06-18\|27.18\|0.52\|26.90\|28.21\|26.80\|22447;2026-06-22\|26.14\|-3.83\|27.00\|27.49\|25.42\|25069;2026-06-23\|26.14\|0.00\|26.00\|26.73\|25.84\|26575;2026-06-24\|25.02\|-4.28\|26.04\|26.25\|24.65\|30004;2026-06-25\|23.70\|-5.28\|25.28\|25.28\|23.50\|39463;2026-06-26\|23.41\|-1.22\|24.11\|24.70\|23.36\|34011;2026-06-29\|22.89\|-2.22\|23.41\|23.79\|22.41\|29895;2026-06-30\|23.14\|1.09\|22.76\|23.16\|22.65\|19933;2026-07-01\|23.19\|0.22\|23.17\|23.80\|22.88\|19760;2026-07-02\|23.93\|3.19\|23.30\|26.60\|23.24\|70210;2026-07-03\|25.18\|5.22\|23.70\|25.90\|23.70\|61162;2026-07-06\|23.63\|-6.16\|24.97\|26.08\|23.56\|47599;2026-07-07\|22.39\|-5.25\|23.52\|23.71\|22.30\|33285;2026-07-08\|21.40\|-4.42\|22.39\|22.61\|21.36\|29779;2026-07-09\|21.50\|0.47\|21.83\|21.83\|20.60\|29796;2026-07-10\|21.75\|1.16\|21.58\|22.41\|21.15\|29029;2026-07-13\|20.70\|-4.83\|21.68\|21.80\|20.61\|19568;2026-07-14\|21.00\|1.45\|20.64\|21.05\|20.32\|18202;2026-07-15\|21.24\|1.14\|21.02\|21.34\|20.41\|14191;2026-07-16\|21.10\|-0.66\|21.26\|21.39\|20.70\|13786;2026-07-17\|19.79\|-6.21\|21.12\|21.28\|19.60\|21491;2026-07-20\|18.76\|-5.20\|19.68\|20.30\|18.36\|29520;2026-07-21\|19.15\|2.08\|18.58\|19.40\|17.12\|40994;2026-07-22\|19.33\|0.94\|18.80\|19.40\|18.59\|19596;2026-07-23\|19.73\|2.07\|18.94\|20.14\|18.82\|33995
43063	AI算力驱动散热需求爆发	算力+液冷储能+电池+山东国资行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月18日投资者活动记录表，公司近期成功中标上海数据港2026年度蓄电池集中采购项目，中标金额3256.15万元。 2、据2026年5月15日投资者活动记录表，2025年度公司数据与算力中心业务实现营业收入7.93亿元，同比增长111.97%；据2026年5月27日互动易，公司产品已服务于国内头部互联网企业及主流数据中心托管服务商。 3、据2026年5月18日投资者活动记录表，公司推出全浸没液冷储能系统产品，具备10C放电能力，目前已中标项目，正处于市场化推广与应用落地推进阶段。 4、公司主要产品为锂离子电池及电源系统、铅蓄电池及系统，最终控制人为山东省人民政府国有资产监督管理委员会。	公司依托UPS高压直流锂电及储能系统积极把握算力基础设施机遇，在数据中心IDC电源及液冷解决方案方面已推出全浸没液冷方舱解决方案	2026-03-16\|13.58\|0.52\|13.50\|13.63\|13.38\|105107;2026-03-17\|13.11\|-3.46\|13.58\|13.70\|13.10\|109656;2026-03-18\|12.87\|-1.83\|13.07\|13.14\|12.55\|159900;2026-03-19\|13.51\|4.97\|12.67\|14.16\|12.61\|389398;2026-03-20\|14.02\|3.77\|13.80\|14.71\|13.17\|639458;2026-03-23\|13.86\|-1.14\|13.95\|14.18\|13.69\|418543;2026-03-24\|14.13\|1.95\|14.00\|14.27\|13.71\|417087;2026-03-25\|15.54\|9.98\|14.17\|15.54\|14.00\|810630;2026-03-26\|15.80\|1.67\|15.00\|16.98\|14.89\|1193090;2026-03-27\|16.27\|2.97\|15.61\|16.88\|15.21\|1002422;2026-03-30\|16.01\|-1.60\|17.76\|17.76\|15.83\|1150541;2026-03-31\|17.61\|9.99\|16.12\|17.61\|16.06\|1149131;2026-04-01\|18.36\|4.26\|17.92\|19.37\|16.97\|1714118;2026-04-02\|17.08\|-6.97\|17.60\|18.00\|16.81\|1340792;2026-04-03\|15.37\|-10.01\|16.70\|16.72\|15.37\|1025832;2026-04-07\|16.09\|4.68\|15.05\|16.50\|14.84\|1102648;2026-04-08\|15.68\|-2.55\|15.80\|16.12\|15.48\|1002720;2026-04-09\|17.25\|10.01\|15.50\|17.25\|15.02\|1136714;2026-04-10\|18.98\|10.03\|17.25\|18.98\|16.84\|1879909;2026-04-13\|20.88\|10.01\|19.45\|20.88\|19.35\|1021391;2026-04-14\|22.97\|10.01\|22.79\|22.97\|21.33\|1765415;2026-04-15\|25.27\|10.01\|24.48\|25.27\|24.48\|1079066;2026-04-16\|27.80\|10.01\|26.57\|27.80\|26.26\|670389;2026-04-17\|30.58\|10.00\|29.13\|30.58\|29.07\|822376;2026-04-20\|33.00\|7.91\|33.58\|33.64\|32.20\|1048991;2026-04-21\|29.70\|-10.00\|29.90\|31.19\|29.70\|399977;2026-04-22\|26.73\|-10.00\|26.73\|28.29\|26.73\|1898208;2026-04-23\|26.97\|0.90\|26.01\|28.02\|25.63\|1627255;2026-04-24\|27.70\|2.71\|26.70\|28.34\|25.86\|1456544;2026-04-27\|28.82\|4.04\|27.26\|30.15\|26.50\|1591833;2026-04-28\|29.50\|2.36\|28.45\|29.80\|28.02\|1327648;2026-04-29\|28.60\|-3.05\|29.10\|29.96\|28.31\|1271919;2026-04-30\|27.48\|-3.92\|28.50\|29.18\|27.01\|1134722;2026-05-06\|29.78\|8.37\|27.95\|29.83\|27.50\|1157785;2026-05-07\|29.91\|0.44\|29.40\|31.19\|29.20\|1229116;2026-05-08\|32.90\|10.00\|30.30\|32.90\|30.30\|858447;2026-05-11\|34.27\|4.16\|33.01\|36.19\|31.03\|1743188;2026-05-12\|34.17\|-0.29\|34.59\|35.80\|33.24\|1356187;2026-05-13\|34.80\|1.84\|33.20\|35.05\|30.89\|1211433;2026-05-14\|31.32\|-10.00\|35.80\|36.50\|31.32\|1153950;2026-05-15\|28.19\|-9.99\|29.67\|30.29\|28.19\|1056885;2026-05-18\|26.45\|-6.17\|28.02\|28.17\|26.30\|1054419;2026-05-19\|27.50\|3.97\|27.05\|28.00\|25.49\|1116645;2026-05-20\|26.21\|-4.69\|26.67\|27.20\|25.67\|796807;2026-05-21\|26.91\|2.67\|26.39\|27.69\|25.74\|1007040;2026-05-22\|26.08\|-3.08\|26.37\|26.88\|25.86\|725760;2026-05-25\|24.19\|-7.25\|26.10\|26.26\|23.89\|884830;2026-05-26\|23.32\|-3.60\|23.91\|24.00\|23.04\|667738;2026-05-27\|23.03\|-1.24\|23.33\|23.85\|22.72\|519748;2026-05-28\|23.45\|1.82\|23.26\|23.66\|22.80\|476258;2026-05-29\|24.28\|3.54\|23.62\|24.89\|22.90\|977056;2026-06-01\|26.71\|10.01\|24.31\|26.71\|24.31\|553760;2026-06-02\|26.96\|0.94\|28.00\|28.49\|26.00\|1594545;2026-06-03\|24.31\|-9.83\|25.01\|25.78\|24.30\|1159377;2026-06-04\|23.09\|-5.02\|23.57\|24.03\|22.83\|808386;2026-06-05\|21.85\|-5.37\|23.10\|23.22\|21.76\|752100;2026-06-08\|20.80\|-4.81\|21.10\|21.85\|20.46\|502455;2026-06-09\|21.38\|2.79\|21.11\|21.44\|20.41\|511719;2026-06-10\|20.70\|-3.18\|21.17\|21.66\|20.51\|425546;2026-06-11\|20.52\|-0.87\|20.55\|21.60\|20.06\|557327;2026-06-12\|20.73\|1.22\|20.70\|21.24\|20.53\|468274;2026-06-15\|21.61\|4.25\|21.01\|21.64\|20.90\|526932;2026-06-16\|21.60\|-0.05\|22.00\|22.35\|21.42\|709154;2026-06-17\|21.30\|-1.39\|21.86\|22.50\|21.16\|717106;2026-06-18\|20.60\|-3.29\|21.50\|21.59\|20.50\|549176;2026-06-22\|21.08\|2.33\|20.46\|21.10\|20.13\|570162;2026-06-23\|23.19\|10.01\|21.50\|23.19\|21.25\|612612;2026-06-24\|25.51\|10.00\|23.88\|25.51\|23.60\|1305644;2026-06-25\|25.28\|-0.90\|25.99\|27.50\|24.70\|1715317;2026-06-26\|22.75\|-10.01\|24.94\|24.96\|22.75\|905355;2026-06-29\|20.71\|-8.97\|21.78\|21.88\|20.49\|842372;2026-06-30\|20.16\|-2.66\|20.84\|21.17\|19.80\|665238;2026-07-01\|20.16\|0.00\|20.16\|20.59\|19.50\|692790;2026-07-02\|22.18\|10.02\|20.00\|22.18\|19.80\|736477;2026-07-03\|20.53\|-7.44\|21.80\|22.00\|20.50\|741453;2026-07-06\|19.22\|-6.38\|20.81\|20.96\|19.18\|577486;2026-07-07\|18.78\|-2.29\|19.44\|20.35\|18.71\|561765;2026-07-08\|17.80\|-5.22\|18.61\|18.78\|17.79\|488281;2026-07-09\|17.83\|0.17\|18.13\|18.13\|16.89\|409652;2026-07-10\|18.38\|3.08\|17.95\|18.98\|17.74\|486721;2026-07-13\|17.15\|-6.69\|18.16\|18.19\|17.05\|301526;2026-07-14\|17.45\|1.75\|17.14\|17.46\|16.62\|247194;2026-07-15\|16.96\|-2.81\|17.40\|17.62\|16.95\|236575;2026-07-16\|16.51\|-2.65\|16.80\|17.01\|16.36\|245197;2026-07-17\|15.51\|-6.06\|16.51\|16.96\|15.33\|346497;2026-07-20\|14.75\|-4.90\|15.96\|16.01\|14.49\|368461;2026-07-21\|15.49\|5.02\|14.96\|15.50\|13.60\|415582;2026-07-22\|15.26\|-1.48\|15.20\|15.62\|15.06\|261010;2026-07-23\|16.13\|5.70\|15.27\|16.15\|15.25\|410033
43062	AI算力驱动散热需求爆发	液冷服务器+特斯拉储能+股份回购行业原因：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11日投资者关系记录，公司持续与行业内多家优质企业保持积极的技术交流与商务对接，自研1500kW柜式CDU及纯水机产品正进行测试验证与迭代升级，以形成液冷产品矩阵。 2、据2026年5月11日投资者关系记录，公司作为特斯拉Megapack储能柜体一级供应商，2025年订单同比增长50%，目前正积极统筹资源推进苏州及泰国基地建设以突破产能瓶颈。 3、据2026年5月25日互动易，公司股份回购方案已于2026年4月2日董事会审议通过，将在12个月期限内择机实施。	公司液冷服务器机柜已完成样品生产并展示给客户，表示未来可提供智算中心基础架构的整体解决方案，将机柜、PDU、CDU、供回液歧管和监控系统等集成在一起，向客户提供AI数据中心液冷散热所需的多种产品组合	2026-03-16\|6.95\|-1.14\|7.03\|7.07\|6.91\|158862;2026-03-17\|6.73\|-3.17\|7.00\|7.02\|6.72\|184839;2026-03-18\|6.86\|1.93\|6.76\|6.87\|6.69\|123388;2026-03-19\|6.64\|-3.21\|6.78\|6.84\|6.61\|152691;2026-03-20\|6.91\|4.07\|6.64\|7.30\|6.55\|935199;2026-03-23\|6.38\|-7.67\|6.90\|6.95\|6.30\|667588;2026-03-24\|6.46\|1.25\|6.49\|6.53\|6.24\|353168;2026-03-25\|6.76\|4.64\|6.47\|6.87\|6.47\|423562;2026-03-26\|6.50\|-3.85\|6.74\|6.78\|6.45\|296611;2026-03-27\|7.15\|10.00\|6.37\|7.15\|6.32\|592424;2026-03-30\|7.23\|1.12\|7.05\|7.42\|7.01\|869443;2026-03-31\|7.33\|1.38\|7.23\|7.63\|7.15\|721176;2026-04-01\|7.60\|3.68\|7.36\|7.77\|7.30\|646890;2026-04-02\|7.40\|-2.63\|7.57\|7.64\|7.34\|476028;2026-04-03\|7.85\|6.08\|7.50\|8.02\|7.25\|973781;2026-04-07\|8.22\|4.71\|7.91\|8.49\|7.69\|1013933;2026-04-08\|8.35\|1.58\|8.29\|8.43\|8.16\|812816;2026-04-09\|9.19\|10.06\|8.30\|9.19\|8.25\|913082;2026-04-10\|10.11\|10.01\|9.78\|10.11\|9.66\|719998;2026-04-13\|10.76\|6.43\|11.12\|11.12\|10.20\|2309409;2026-04-14\|11.84\|10.04\|11.12\|11.84\|10.80\|1657394;2026-04-15\|12.50\|5.57\|11.90\|13.00\|11.84\|2289402;2026-04-16\|13.40\|7.20\|12.50\|13.58\|12.50\|1892469;2026-04-17\|13.00\|-2.99\|13.24\|13.33\|12.65\|1592895;2026-04-20\|12.51\|-3.77\|13.01\|13.07\|12.32\|1595887;2026-04-21\|11.90\|-4.88\|12.36\|12.55\|11.47\|1694070;2026-04-22\|11.81\|-0.76\|12.20\|12.30\|11.74\|1332632;2026-04-23\|11.24\|-4.83\|11.51\|11.73\|11.12\|1160807;2026-04-24\|11.20\|-0.36\|11.23\|11.48\|11.02\|872680;2026-04-27\|10.96\|-2.14\|11.10\|11.26\|10.88\|726280;2026-04-28\|10.67\|-2.65\|11.13\|11.22\|10.53\|697641;2026-04-29\|10.67\|0.00\|10.50\|11.00\|10.50\|625187;2026-04-30\|10.35\|-3.00\|10.77\|10.78\|10.15\|659770;2026-05-06\|10.61\|2.51\|10.50\|10.68\|10.39\|530479;2026-05-07\|11.08\|4.43\|10.65\|11.19\|10.63\|1168076;2026-05-08\|11.08\|0.00\|10.88\|11.24\|10.81\|1031768;2026-05-11\|11.00\|-0.72\|11.30\|11.37\|10.83\|902582;2026-05-12\|10.70\|-2.73\|10.86\|11.25\|10.55\|844105;2026-05-13\|10.88\|1.68\|10.60\|10.96\|10.41\|622757;2026-05-14\|10.32\|-5.15\|10.85\|10.94\|10.31\|501191;2026-05-15\|10.14\|-1.74\|10.32\|10.52\|10.01\|504452;2026-05-18\|10.19\|0.49\|10.10\|10.35\|9.87\|421063;2026-05-19\|10.25\|0.59\|10.17\|10.29\|9.86\|411382;2026-05-20\|10.44\|1.85\|10.15\|10.53\|10.07\|468696;2026-05-21\|9.60\|-8.05\|10.43\|10.43\|9.56\|584525;2026-05-22\|10.15\|5.73\|9.69\|10.54\|9.54\|824621;2026-05-25\|10.20\|0.49\|10.12\|10.55\|10.11\|513253;2026-05-26\|9.98\|-2.16\|10.13\|10.30\|9.89\|366281;2026-05-27\|9.68\|-3.01\|9.95\|10.15\|9.61\|368621;2026-05-28\|9.79\|1.14\|9.70\|9.89\|9.56\|313248;2026-05-29\|9.54\|-1.34\|9.79\|10.08\|9.50\|476567;2026-06-01\|10.49\|9.96\|10.18\|10.49\|9.92\|863775;2026-06-02\|9.76\|-6.96\|10.50\|10.66\|9.60\|1143838;2026-06-03\|9.32\|-4.51\|9.51\|9.75\|9.22\|741624;2026-06-04\|9.02\|-3.22\|9.27\|9.42\|8.90\|591773;2026-06-05\|8.58\|-4.88\|8.94\|8.97\|8.56\|588088;2026-06-08\|8.00\|-6.76\|8.42\|8.53\|7.87\|527669;2026-06-09\|8.30\|3.75\|8.17\|8.38\|7.89\|481133;2026-06-10\|8.01\|-3.49\|8.03\|8.13\|7.77\|455614;2026-06-11\|7.73\|-3.50\|7.92\|8.14\|7.65\|408654;2026-06-12\|7.74\|0.13\|7.88\|7.99\|7.73\|289217;2026-06-15\|8.07\|4.26\|7.96\|8.07\|7.80\|305229;2026-06-16\|8.10\|0.37\|8.07\|8.22\|7.88\|271794;2026-06-17\|8.05\|-0.62\|8.10\|8.19\|7.98\|203345;2026-06-18\|7.93\|-1.49\|8.00\|8.07\|7.91\|195609;2026-06-22\|7.90\|-0.38\|7.96\|7.98\|7.66\|283206;2026-06-23\|7.80\|-1.27\|8.23\|8.31\|7.75\|497944;2026-06-24\|7.85\|0.64\|7.78\|7.91\|7.68\|333908;2026-06-25\|7.68\|-2.17\|7.88\|7.92\|7.57\|304636;2026-06-26\|7.33\|-4.56\|7.56\|7.64\|7.32\|306574;2026-06-29\|7.22\|-1.50\|7.34\|7.42\|7.08\|277687;2026-06-30\|7.34\|1.66\|7.18\|7.38\|7.08\|245753;2026-07-01\|7.51\|2.32\|7.34\|7.59\|7.33\|233471;2026-07-02\|7.50\|-0.13\|7.50\|7.87\|7.44\|297808;2026-07-03\|7.70\|2.67\|7.57\|7.85\|7.41\|324117;2026-07-06\|7.63\|-0.91\|7.78\|7.92\|7.60\|324770;2026-07-07\|7.27\|-4.72\|7.61\|7.69\|7.25\|320690;2026-07-08\|7.12\|-2.06\|7.27\|7.27\|6.95\|278079;2026-07-09\|7.31\|2.67\|7.07\|7.35\|6.88\|295111;2026-07-10\|7.34\|0.41\|7.28\|7.72\|7.23\|296762;2026-07-13\|7.01\|-4.50\|7.62\|7.80\|6.99\|580346;2026-07-14\|7.13\|1.71\|7.09\|7.15\|6.89\|328686;2026-07-15\|7.02\|-1.54\|7.13\|7.25\|7.02\|245704;2026-07-16\|6.98\|-0.57\|6.96\|7.19\|6.88\|275067;2026-07-17\|6.53\|-6.45\|6.96\|6.99\|6.52\|324648;2026-07-20\|6.25\|-4.29\|6.56\|6.78\|6.14\|417130;2026-07-21\|6.29\|0.64\|6.27\|6.31\|5.86\|384165;2026-07-22\|6.19\|-1.59\|6.23\|6.39\|6.15\|305976;2026-07-23\|6.46\|4.36\|6.19\|6.50\|6.17\|332986
43061	AI算力驱动散热需求爆发	液冷服务器+电子水泵+汽车+泛工业行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产	2026-03-16\|35.28\|-6.10\|36.71\|37.00\|33.81\|672331;2026-03-17\|33.16\|-6.01\|35.29\|35.50\|33.00\|406043;2026-03-18\|34.60\|4.34\|34.12\|34.78\|33.04\|448083;2026-03-19\|33.25\|-3.90\|33.85\|34.17\|32.90\|322094;2026-03-20\|31.33\|-5.77\|33.01\|33.67\|31.23\|372171;2026-03-23\|29.21\|-6.77\|30.68\|31.25\|29.02\|322278;2026-03-24\|29.28\|0.24\|30.00\|30.10\|28.45\|275187;2026-03-25\|30.71\|4.88\|29.47\|31.06\|29.47\|384193;2026-03-26\|29.20\|-4.92\|30.70\|30.70\|29.03\|225705;2026-03-27\|29.23\|0.10\|28.50\|29.45\|28.22\|226256;2026-03-30\|29.23\|0.00\|28.80\|29.59\|28.61\|189743;2026-03-31\|27.48\|-5.99\|29.51\|29.53\|27.44\|334365;2026-04-01\|28.76\|4.66\|28.34\|29.06\|28.34\|288122;2026-04-02\|27.65\|-3.86\|28.80\|28.90\|27.40\|175855;2026-04-03\|27.63\|-0.07\|27.90\|28.35\|27.50\|206953;2026-04-07\|27.74\|0.40\|26.89\|28.00\|26.89\|224317;2026-04-08\|30.51\|9.99\|28.80\|30.51\|28.80\|275847;2026-04-09\|33.56\|10.00\|30.95\|33.56\|30.95\|667560;2026-04-10\|34.31\|2.23\|34.36\|35.80\|34.00\|792016;2026-04-13\|34.81\|1.46\|33.97\|35.17\|33.86\|514599;2026-04-14\|36.24\|4.11\|34.79\|37.48\|34.55\|659255;2026-04-15\|35.80\|-1.21\|36.01\|36.80\|35.71\|532702;2026-04-16\|36.01\|0.59\|35.89\|36.58\|35.30\|411184;2026-04-17\|37.24\|3.42\|35.67\|38.00\|35.00\|556818;2026-04-20\|40.96\|9.99\|37.26\|40.96\|36.51\|365783;2026-04-21\|38.50\|-6.01\|38.00\|41.60\|38.00\|1086379;2026-04-22\|39.84\|3.48\|37.85\|40.30\|37.01\|724559;2026-04-23\|38.11\|-4.34\|39.11\|40.10\|37.46\|480611;2026-04-24\|38.40\|0.76\|38.11\|39.20\|37.10\|447023;2026-04-27\|37.06\|-3.49\|39.23\|39.83\|37.04\|371719;2026-04-28\|36.51\|-1.48\|37.30\|38.00\|36.33\|268761;2026-04-29\|36.34\|-0.47\|36.20\|37.75\|36.00\|271891;2026-04-30\|35.88\|-1.27\|36.35\|36.80\|35.60\|227027;2026-05-06\|36.51\|1.76\|36.00\|37.17\|35.82\|331229;2026-05-07\|39.40\|7.92\|36.71\|39.60\|36.08\|587360;2026-05-08\|43.34\|10.00\|38.14\|43.34\|38.14\|493952;2026-05-11\|44.50\|2.68\|45.04\|45.51\|43.40\|638742;2026-05-12\|46.49\|4.47\|44.63\|46.92\|43.46\|519141;2026-05-13\|46.70\|0.45\|46.15\|48.10\|45.02\|438957;2026-05-14\|45.00\|-3.64\|46.80\|47.45\|44.89\|323325;2026-05-15\|44.43\|-1.27\|45.01\|45.96\|43.35\|349410;2026-05-18\|45.03\|1.35\|44.50\|45.97\|43.70\|299444;2026-05-19\|46.37\|2.98\|45.00\|46.53\|43.53\|410320;2026-05-20\|49.03\|5.74\|46.13\|49.36\|45.44\|489310;2026-05-21\|44.58\|-9.08\|48.20\|48.85\|44.52\|548688;2026-05-22\|46.68\|4.71\|44.70\|47.76\|44.70\|339138;2026-05-25\|45.77\|-1.95\|46.68\|46.69\|44.89\|258805;2026-05-26\|42.65\|-6.82\|45.77\|45.88\|41.37\|437668;2026-05-27\|40.96\|-3.96\|42.58\|43.12\|40.65\|286733;2026-05-28\|42.93\|4.81\|40.51\|43.33\|40.02\|293053;2026-05-29\|38.65\|-9.97\|42.81\|42.86\|38.64\|315451;2026-06-01\|38.68\|0.08\|38.99\|40.85\|37.62\|392327;2026-06-02\|40.45\|4.58\|38.76\|40.58\|37.38\|416517;2026-06-03\|39.16\|-3.19\|42.75\|43.80\|38.49\|575385;2026-06-04\|41.40\|5.72\|38.46\|43.08\|38.29\|637070;2026-06-05\|39.55\|-4.47\|40.00\|41.55\|39.30\|358940;2026-06-08\|38.12\|-3.62\|37.45\|41.00\|37.45\|316469;2026-06-09\|41.40\|8.60\|38.88\|41.68\|38.46\|346748;2026-06-10\|41.20\|-0.48\|41.50\|41.71\|39.25\|333257;2026-06-11\|40.46\|-1.80\|41.01\|42.80\|40.09\|272404;2026-06-12\|41.40\|2.32\|41.14\|42.78\|40.80\|317164;2026-06-15\|45.22\|9.23\|41.99\|45.40\|41.70\|413426;2026-06-16\|45.33\|0.24\|45.57\|46.66\|44.97\|339013;2026-06-17\|44.73\|-1.32\|44.86\|45.75\|44.02\|266281;2026-06-18\|45.71\|2.88\|44.85\|46.83\|44.50\|337523;2026-06-22\|43.07\|-5.78\|45.39\|46.00\|41.14\|508868;2026-06-23\|44.99\|4.46\|45.95\|47.00\|43.40\|640146;2026-06-24\|49.49\|10.00\|44.50\|49.49\|43.50\|687251;2026-06-25\|51.89\|4.85\|52.04\|53.28\|51.16\|671810;2026-06-26\|48.12\|-7.27\|51.50\|52.52\|47.53\|581845;2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251;2026-07-13\|49.15\|-6.98\|51.94\|55.50\|48.97\|417919;2026-07-14\|54.07\|10.01\|49.35\|54.07\|49.31\|424866;2026-07-15\|55.90\|3.38\|55.13\|58.79\|54.00\|557317;2026-07-16\|54.68\|-2.18\|54.92\|57.30\|52.00\|458288;2026-07-17\|49.21\|-10.00\|54.14\|56.60\|49.21\|547223;2026-07-20\|44.29\|-10.00\|49.00\|51.32\|44.29\|487236;2026-07-21\|47.06\|6.25\|44.14\|47.50\|39.86\|637364;2026-07-22\|48.05\|2.10\|47.00\|51.40\|47.00\|456315;2026-07-23\|50.10\|4.27\|49.91\|52.86\|49.02\|481030
43060	AI算力驱动散热需求爆发	液冷泵+算力温控+泵业龙头行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日机构调研，公司液冷泵产品实现全场景覆盖，其中1kW-10kW储能液冷电子屏蔽泵国内市场份额位居行业前列，已规模化批量发货；10kW以上重点布局数据中心22-37kW大功率电子屏蔽泵，目前处于与客户沟通、联合迭代阶段。 2、据2025年年报，公司液冷温控业务2025年实现营收约1.56亿元，同比增长超过60%，屏蔽液冷泵在算力服务领域实现新场景突破，并配合相关客户开展产品测试、送样及认证工作。 3、据2025年年报，公司是国内同行业公司中产品品类较为齐全、市场布局较为全面的泵业企业，旗下拥有“大元”、“新沪”、“雷客”等品牌，同时在民用水泵、家庭用泵及工商业领域进行三大市场布局。	公司表示已完成在储能及数据机房液冷领域的产品储备，已开始小批量接受客户订单，公司与华为、中兴在IDC温控领域推进屏蔽齿轮泵项目	2026-03-16\|48.29\|-1.55\|49.62\|49.70\|46.75\|144546;2026-03-17\|44.28\|-8.30\|49.00\|49.39\|44.08\|157491;2026-03-18\|48.71\|10.00\|45.40\|48.71\|45.07\|101998;2026-03-19\|49.45\|1.52\|48.54\|51.66\|48.02\|259315;2026-03-20\|47.15\|-4.65\|50.04\|50.50\|47.00\|160988;2026-03-23\|43.00\|-8.80\|46.14\|46.68\|42.58\|142950;2026-03-24\|43.53\|1.23\|44.10\|44.73\|42.14\|103458;2026-03-25\|44.12\|1.36\|44.41\|45.99\|43.38\|114157;2026-03-26\|44.60\|1.09\|42.89\|47.50\|40.28\|216024;2026-03-27\|44.34\|-0.58\|43.59\|45.31\|42.19\|125452;2026-03-30\|44.57\|0.52\|43.57\|45.55\|42.80\|90510;2026-03-31\|40.32\|-9.54\|44.29\|44.89\|40.12\|176135;2026-04-01\|41.99\|4.14\|41.54\|42.92\|40.81\|110235;2026-04-02\|41.25\|-1.76\|41.66\|42.47\|40.27\|98686;2026-04-03\|43.19\|4.70\|41.20\|45.38\|41.15\|216494;2026-04-07\|44.76\|3.64\|43.20\|45.85\|42.96\|179522;2026-04-08\|49.24\|10.01\|45.21\|49.24\|45.21\|187519;2026-04-09\|54.16\|9.99\|48.88\|54.16\|48.09\|291444;2026-04-10\|55.11\|1.75\|53.00\|58.69\|52.86\|342658;2026-04-13\|55.89\|1.42\|54.79\|57.60\|54.72\|217783;2026-04-14\|56.07\|0.32\|55.89\|57.51\|55.02\|212011;2026-04-15\|57.88\|3.23\|55.90\|58.29\|54.00\|232329;2026-04-16\|56.28\|-2.76\|57.20\|59.18\|56.07\|174353;2026-04-17\|55.86\|-0.75\|56.27\|57.01\|55.00\|168037;2026-04-20\|58.60\|4.91\|55.89\|61.18\|55.86\|244646;2026-04-21\|54.33\|-7.29\|54.00\|55.56\|52.88\|210370;2026-04-22\|53.67\|-1.21\|54.98\|55.59\|51.44\|172359;2026-04-23\|52.58\|-2.03\|53.78\|55.43\|52.20\|112143;2026-04-24\|50.82\|-3.35\|52.98\|53.50\|49.79\|104507;2026-04-27\|51.05\|0.45\|50.79\|52.49\|50.02\|106852;2026-04-28\|48.78\|-4.45\|50.53\|50.99\|48.40\|79562;2026-04-29\|51.20\|4.96\|46.96\|52.89\|46.87\|129210;2026-04-30\|50.58\|-1.21\|50.89\|51.50\|49.95\|72642;2026-05-06\|51.24\|1.30\|50.90\|51.93\|50.74\|117226;2026-05-07\|54.15\|5.68\|51.55\|54.80\|51.49\|144210;2026-05-08\|54.95\|1.48\|53.01\|56.40\|52.16\|152645;2026-05-11\|60.45\|10.01\|57.12\|60.45\|57.10\|111060;2026-05-12\|60.52\|0.12\|62.00\|63.00\|58.30\|247331;2026-05-13\|61.43\|1.50\|60.27\|61.99\|58.58\|147247;2026-05-14\|58.01\|-5.57\|60.88\|61.00\|58.00\|110469;2026-05-15\|61.80\|6.53\|58.49\|63.81\|58.49\|172281;2026-05-18\|60.80\|-1.62\|60.23\|62.67\|58.20\|146984;2026-05-19\|63.66\|4.70\|61.00\|64.62\|59.78\|192835;2026-05-20\|66.50\|4.46\|62.97\|67.56\|61.26\|181516;2026-05-21\|59.85\|-10.00\|65.20\|66.00\|59.85\|224646;2026-05-22\|65.04\|8.67\|58.65\|65.50\|58.65\|213380;2026-05-25\|61.17\|-5.95\|65.00\|65.32\|60.76\|134018;2026-05-26\|55.47\|-9.32\|61.00\|61.01\|55.05\|163930;2026-05-27\|53.00\|-4.45\|55.66\|56.27\|52.51\|101170;2026-05-28\|58.30\|10.00\|53.79\|58.30\|52.94\|75404;2026-05-29\|54.78\|-6.04\|58.50\|59.18\|54.45\|147090;2026-06-01\|58.55\|6.88\|54.52\|60.26\|52.60\|209987;2026-06-02\|59.75\|2.05\|60.70\|61.86\|56.10\|223396;2026-06-03\|56.43\|-5.56\|58.00\|61.16\|55.88\|177774;2026-06-04\|57.73\|2.30\|55.00\|59.36\|54.61\|132648;2026-06-05\|54.38\|-5.80\|56.22\|57.00\|53.88\|116092;2026-06-08\|51.93\|-4.15\|50.50\|53.96\|50.49\|71522;2026-06-09\|53.50\|3.02\|52.05\|54.17\|51.31\|87877;2026-06-10\|48.15\|-10.00\|52.07\|52.60\|48.15\|123897;2026-06-11\|46.69\|-3.03\|46.84\|48.26\|46.00\|80772;2026-06-12\|46.90\|0.45\|47.56\|48.18\|46.78\|67354;2026-06-15\|50.49\|7.65\|48.30\|51.59\|48.01\|151477;2026-06-16\|54.67\|8.28\|51.10\|54.96\|50.68\|138086;2026-06-17\|53.09\|-2.89\|53.56\|54.86\|52.60\|97502;2026-06-18\|56.06\|5.59\|53.10\|56.85\|53.00\|142060;2026-06-22\|61.67\|10.01\|56.06\|61.67\|52.01\|279576;2026-06-23\|67.84\|10.00\|67.84\|67.84\|67.84\|75088;2026-06-24\|73.70\|8.64\|69.30\|74.50\|66.00\|333470;2026-06-25\|71.92\|-2.42\|72.73\|77.49\|71.27\|262545;2026-06-26\|74.22\|3.20\|71.00\|76.49\|68.98\|209982;2026-06-29\|70.40\|-5.15\|71.45\|75.50\|68.37\|158477;2026-06-30\|75.76\|7.61\|68.85\|76.58\|68.58\|144243;2026-07-01\|72.78\|-3.93\|75.41\|79.07\|72.41\|107454;2026-07-02\|74.07\|1.77\|70.00\|80.06\|70.00\|137722;2026-07-03\|71.99\|-2.81\|75.00\|76.97\|71.95\|139702;2026-07-06\|79.19\|10.00\|70.31\|79.19\|70.31\|157978;2026-07-07\|74.18\|-6.33\|82.00\|84.66\|72.80\|211139;2026-07-08\|70.11\|-5.49\|74.20\|77.62\|70.00\|169044;2026-07-09\|77.12\|10.00\|69.82\|77.12\|68.55\|161096;2026-07-10\|77.53\|0.53\|77.12\|80.14\|76.35\|161480;2026-07-13\|74.45\|-3.97\|75.00\|81.99\|73.74\|155408;2026-07-14\|78.28\|5.14\|71.52\|81.40\|71.52\|197136;2026-07-15\|77.00\|-1.64\|78.00\|81.10\|70.45\|222846;2026-07-16\|79.50\|3.25\|74.67\|83.97\|71.08\|177430;2026-07-17\|76.35\|-3.96\|79.27\|86.62\|73.40\|237340;2026-07-20\|68.72\|-9.99\|76.00\|79.86\|68.72\|197015;2026-07-21\|65.15\|-5.20\|61.85\|66.98\|61.85\|236923;2026-07-22\|62.82\|-3.58\|62.10\|68.00\|62.00\|176947;2026-07-23\|61.50\|-2.10\|62.04\|68.20\|59.60\|200150
43059	AI算力驱动散热需求爆发	AI服务器测试+MLCC设备+PCB+定增行业原因： 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5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、公司自研液冷散热方案已植入GPU测试设备，面向英伟达、微软、阿里等全球头部服务器厂商供货，并推进从设备向零部件供应的战略转型； 2、公司从2024年下半年与T客户进行机器人业务方面的接触，除了IMU检测设备的供应，在电子皮肤方面也与客户保持紧密探讨	2026-03-16\|74.34\|-0.96\|74.99\|75.10\|72.72\|29559;2026-03-17\|70.69\|-4.91\|74.98\|75.09\|70.60\|47525;2026-03-18\|74.00\|4.68\|71.06\|74.50\|70.60\|38517;2026-03-19\|72.53\|-1.99\|72.83\|74.32\|72.16\|33167;2026-03-20\|70.61\|-2.65\|73.04\|74.59\|70.61\|31372;2026-03-23\|65.95\|-6.60\|69.00\|69.50\|65.60\|47060;2026-03-24\|68.46\|3.81\|67.71\|68.48\|65.80\|29296;2026-03-25\|71.68\|4.70\|69.47\|72.86\|68.90\|41312;2026-03-26\|70.75\|-1.30\|71.72\|72.35\|70.22\|21545;2026-03-27\|71.66\|1.29\|69.66\|72.85\|68.70\|25672;2026-03-30\|72.10\|0.61\|70.60\|74.04\|70.00\|30224;2026-03-31\|70.20\|-2.64\|72.08\|72.66\|70.11\|30164;2026-04-01\|71.56\|1.94\|72.16\|73.06\|70.68\|30306;2026-04-02\|69.44\|-2.96\|71.20\|71.28\|69.01\|25153;2026-04-03\|69.26\|-0.26\|69.72\|70.38\|69.20\|18741;2026-04-07\|71.82\|3.70\|70.86\|73.00\|70.86\|41467;2026-04-08\|79.00\|10.00\|73.74\|79.00\|73.22\|104622;2026-04-09\|86.90\|10.00\|83.21\|86.90\|81.76\|114849;2026-04-10\|88.63\|1.99\|86.64\|90.67\|86.52\|229108;2026-04-13\|88.26\|-0.42\|88.80\|93.00\|87.03\|132089;2026-04-14\|87.20\|-1.20\|88.29\|88.80\|86.38\|93012;2026-04-15\|86.92\|-0.32\|87.72\|90.87\|86.75\|91552;2026-04-16\|90.88\|4.56\|86.66\|91.66\|86.16\|107134;2026-04-17\|99.97\|10.00\|96.00\|99.97\|91.00\|136934;2026-04-20\|95.10\|-4.87\|98.00\|98.50\|92.33\|162521;2026-04-21\|98.83\|3.92\|93.20\|101.10\|92.21\|156058;2026-04-22\|105.54\|6.79\|98.85\|106.19\|98.85\|124029;2026-04-23\|112.61\|6.70\|106.80\|115.50\|105.00\|148363;2026-04-24\|115.73\|2.77\|112.30\|119.50\|112.30\|158795;2026-04-27\|117.26\|1.32\|118.51\|123.43\|115.00\|144359;2026-04-28\|114.47\|-2.38\|117.29\|119.98\|113.36\|120295;2026-04-29\|110.11\|-3.81\|113.50\|114.47\|107.58\|125121;2026-04-30\|110.38\|0.25\|111.25\|112.86\|107.90\|90732;2026-05-06\|120.46\|9.13\|115.00\|121.42\|113.97\|118752;2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792
43058	苹果开始测试先进的玻璃基板	CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司TGV产品主要应用于玻璃基Mini/Micro LED直显、微流控等	2026-03-16\|42.50\|3.61\|42.17\|43.29\|41.97\|176448;2026-03-17\|38.26\|-9.98\|45.08\|45.08\|38.25\|263647;2026-03-18\|39.13\|2.27\|38.10\|39.60\|38.10\|134484;2026-03-19\|38.03\|-2.81\|37.80\|39.20\|37.30\|107132;2026-03-20\|36.88\|-3.02\|38.71\|39.50\|36.88\|123194;2026-03-23\|36.50\|-1.03\|35.50\|37.95\|35.11\|109745;2026-03-24\|36.30\|-0.55\|36.85\|36.98\|34.99\|98052;2026-03-25\|36.65\|0.96\|36.86\|37.65\|36.40\|84073;2026-03-26\|35.80\|-2.32\|36.31\|37.48\|35.55\|81974;2026-03-27\|35.40\|-1.12\|35.12\|36.44\|34.70\|79266;2026-03-30\|34.13\|-3.59\|35.00\|35.00\|33.05\|95682;2026-03-31\|32.76\|-4.01\|34.09\|34.40\|32.68\|69741;2026-04-01\|34.13\|4.18\|33.50\|34.39\|33.50\|71097;2026-04-02\|32.89\|-3.63\|34.02\|34.02\|32.62\|51657;2026-04-03\|34.07\|3.59\|33.00\|34.22\|32.60\|66376;2026-04-07\|32.90\|-3.43\|33.00\|33.52\|32.22\|82309;2026-04-08\|35.65\|8.36\|33.90\|36.19\|33.61\|133397;2026-04-09\|39.22\|10.01\|36.22\|39.22\|36.09\|225722;2026-04-10\|43.14\|9.99\|40.50\|43.14\|39.68\|310530;2026-04-13\|44.00\|1.99\|41.86\|45.40\|41.86\|328521;2026-04-14\|45.02\|2.32\|44.34\|46.00\|43.90\|245705;2026-04-15\|49.52\|10.00\|44.66\|49.52\|44.60\|188851;2026-04-16\|48.09\|-2.89\|49.00\|49.00\|46.06\|297355;2026-04-17\|52.90\|10.00\|48.00\|52.90\|48.00\|218748;2026-04-20\|58.19\|10.00\|56.60\|58.19\|56.20\|95725;2026-04-21\|58.51\|0.55\|60.00\|62.93\|56.00\|537891;2026-04-22\|64.36\|10.00\|58.29\|64.36\|58.29\|249432;2026-04-23\|60.50\|-6.00\|61.50\|66.00\|60.00\|335723;2026-04-24\|58.30\|-3.64\|60.38\|62.09\|57.38\|265484;2026-04-27\|64.13\|10.00\|60.57\|64.13\|60.06\|133922;2026-04-28\|63.40\|-1.14\|66.90\|66.90\|62.82\|273331;2026-04-29\|69.74\|10.00\|64.41\|69.74\|64.41\|204787;2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510;2026-07-20\|76.95\|-10.00\|88.00\|89.50\|76.95\|196438;2026-07-21\|84.65\|10.01\|78.05\|84.65\|69.26\|261398;2026-07-22\|83.48\|-1.38\|84.90\|88.28\|82.38\|217332;2026-07-23\|82.60\|-1.05\|84.82\|89.25\|81.85\|169242
43057	苹果开始测试先进的玻璃基板	玻璃晶圆+微棱镜量产+AR/VR拓展行业原因：报道称，苹果公司已开始测试先进的玻璃基板，用于代号为“Baltra”的AI服务器芯片。公司原因： 1、据2025年半年度报告，公司持续开展微棱镜、旋涂、玻璃晶圆、微纳光学半导体光刻、光学盖板等项目研发。公司红外截止滤光片、生物识别滤光片基石业务稳健，新产品微棱镜实现稳定量产。 2、据2025年8月19日互动易，公司正积极拓展与下游光波导模组厂商及终端厂商合作。 3、据2025年半年度报告，公司与舜宇光学、丘钛科技、欧菲光等国内主要摄像头模组厂商及日本旭硝子等全球光学玻璃企业保持长期稳定合作，客户资源优势显著。	公司正积极拓展TGV技术在光学领域的应用	2026-03-16\|15.53\|0.78\|15.41\|15.55\|15.24\|36400;2026-03-17\|14.99\|-3.48\|15.56\|15.74\|14.99\|73207;2026-03-18\|15.47\|3.20\|15.07\|15.48\|15.03\|60724;2026-03-19\|15.18\|-1.87\|15.29\|15.43\|15.15\|43364;2026-03-20\|14.79\|-2.57\|15.35\|15.40\|14.74\|61011;2026-03-23\|13.51\|-8.65\|14.41\|14.50\|13.35\|115880;2026-03-24\|13.95\|3.26\|13.76\|13.96\|13.38\|61296;2026-03-25\|14.07\|0.86\|13.97\|14.23\|13.97\|45234;2026-03-26\|13.76\|-2.20\|14.04\|14.12\|13.66\|36826;2026-03-27\|13.69\|-0.51\|13.61\|13.82\|13.60\|32024;2026-03-30\|13.74\|0.37\|13.56\|13.75\|13.32\|33538;2026-03-31\|13.46\|-2.04\|13.73\|13.80\|13.41\|34658;2026-04-01\|13.77\|2.30\|13.71\|13.78\|13.58\|31432;2026-04-02\|13.50\|-1.96\|13.70\|13.92\|13.44\|31907;2026-04-03\|13.30\|-1.48\|13.60\|13.65\|13.20\|35287;2026-04-07\|13.39\|0.68\|13.31\|13.61\|13.26\|36340;2026-04-08\|13.97\|4.33\|13.75\|13.99\|13.64\|48882;2026-04-09\|15.37\|10.02\|14.16\|15.37\|14.00\|161794;2026-04-10\|16.91\|10.02\|16.29\|16.91\|16.01\|358302;2026-04-13\|16.58\|-1.95\|16.15\|16.84\|16.13\|523016;2026-04-14\|16.37\|-1.27\|16.40\|16.79\|16.24\|313824;2026-04-15\|16.80\|2.63\|16.42\|17.13\|16.20\|494817;2026-04-16\|16.70\|-0.60\|16.36\|16.70\|16.20\|319104;2026-04-17\|17.35\|3.89\|16.62\|18.00\|16.40\|492215;2026-04-20\|18.08\|4.21\|17.39\|19.09\|17.33\|482647;2026-04-21\|18.10\|0.11\|17.72\|19.20\|17.63\|444759;2026-04-22\|17.88\|-1.22\|17.60\|18.45\|17.60\|340488;2026-04-23\|17.05\|-4.64\|17.69\|17.87\|17.04\|325696;2026-04-24\|16.58\|-2.76\|17.02\|17.05\|16.44\|180049;2026-04-27\|16.97\|2.35\|16.56\|17.23\|16.56\|186401;2026-04-28\|16.34\|-3.71\|16.80\|16.88\|16.32\|163938;2026-04-29\|16.64\|1.84\|16.34\|16.95\|16.32\|166420;2026-04-30\|16.47\|-1.02\|16.79\|17.22\|16.43\|142131;2026-05-06\|17.03\|3.40\|16.81\|17.19\|16.68\|235654;2026-05-07\|17.80\|4.52\|17.34\|18.00\|17.11\|274673;2026-05-08\|17.98\|1.01\|17.50\|18.18\|17.35\|236177;2026-05-11\|18.39\|2.28\|18.26\|19.09\|18.13\|274416;2026-05-12\|18.85\|2.50\|18.20\|19.18\|18.10\|266306;2026-05-13\|18.77\|-0.42\|18.53\|19.38\|18.50\|253947;2026-05-14\|19.27\|2.66\|18.89\|19.76\|18.65\|327804;2026-05-15\|18.25\|-5.29\|19.08\|19.16\|18.07\|303699;2026-05-18\|18.36\|0.60\|17.98\|18.49\|17.88\|162116;2026-05-19\|18.57\|1.14\|18.25\|18.59\|17.80\|139216;2026-05-20\|18.26\|-1.67\|18.39\|18.50\|18.00\|109762;2026-05-21\|19.69\|7.83\|20.09\|20.09\|19.30\|200021;2026-05-22\|18.98\|-3.61\|19.10\|19.39\|17.83\|474189;2026-05-25\|19.10\|0.63\|19.31\|19.49\|18.75\|304616;2026-05-26\|19.72\|3.25\|18.97\|19.92\|18.69\|383764;2026-05-27\|19.88\|0.81\|19.71\|20.87\|19.32\|413922;2026-05-28\|19.81\|-0.35\|19.57\|20.68\|19.46\|357218;2026-05-29\|18.48\|-6.71\|19.79\|19.89\|18.32\|314733;2026-06-01\|19.00\|2.81\|18.34\|19.90\|18.33\|230930;2026-06-02\|20.90\|10.00\|18.51\|20.90\|18.36\|291185;2026-06-03\|20.29\|-2.92\|20.85\|21.06\|20.00\|465896;2026-06-04\|20.50\|1.03\|19.81\|20.83\|19.55\|420960;2026-06-05\|21.65\|6.13\|19.80\|22.39\|19.70\|558260;2026-06-08\|20.59\|-4.90\|20.70\|22.02\|20.20\|435992;2026-06-09\|20.86\|1.31\|21.01\|21.20\|19.76\|356342;2026-06-10\|21.35\|2.35\|20.07\|21.56\|19.20\|485433;2026-06-11\|19.22\|-9.98\|20.45\|20.65\|19.22\|305678;2026-06-12\|17.30\|-9.99\|18.28\|18.69\|17.30\|185056;2026-06-15\|17.43\|0.75\|16.22\|17.84\|16.22\|420828;2026-06-16\|17.87\|2.52\|17.42\|18.27\|16.66\|363936;2026-06-17\|18.50\|3.53\|17.62\|19.18\|17.53\|383929;2026-06-18\|17.29\|-6.54\|18.40\|18.40\|17.26\|353284;2026-06-22\|17.01\|-1.62\|17.50\|17.86\|16.68\|283544;2026-06-23\|18.71\|9.99\|17.07\|18.71\|17.07\|381694;2026-06-24\|18.01\|-3.74\|18.52\|18.70\|17.52\|379034;2026-06-25\|17.58\|-2.39\|18.80\|19.00\|17.38\|357550;2026-06-26\|19.34\|10.01\|17.80\|19.34\|17.45\|539605;2026-06-29\|20.96\|8.38\|20.01\|21.27\|19.80\|688086;2026-06-30\|21.98\|4.87\|19.95\|22.36\|19.95\|646849;2026-07-01\|20.66\|-6.01\|20.85\|21.18\|20.06\|486271;2026-07-02\|18.79\|-9.05\|19.53\|19.81\|18.59\|407744;2026-07-03\|17.61\|-6.28\|18.53\|18.74\|17.50\|301328;2026-07-06\|16.22\|-7.89\|17.62\|17.73\|16.20\|280592;2026-07-07\|15.56\|-4.07\|16.00\|16.32\|15.37\|194170;2026-07-08\|14.78\|-5.01\|15.45\|15.60\|14.71\|176721;2026-07-09\|14.80\|0.14\|14.82\|15.37\|14.17\|192779;2026-07-10\|14.40\|-2.70\|14.66\|15.16\|14.40\|218845;2026-07-13\|13.38\|-7.08\|14.40\|14.50\|13.30\|171862;2026-07-14\|13.60\|1.64\|13.36\|13.64\|13.03\|144158;2026-07-15\|13.18\|-3.09\|13.68\|13.77\|13.17\|129226;2026-07-16\|13.00\|-1.37\|13.00\|13.44\|12.96\|119114;2026-07-17\|12.03\|-7.46\|13.00\|13.04\|11.98\|161254;2026-07-20\|11.20\|-6.90\|12.25\|12.32\|10.96\|174273;2026-07-21\|11.85\|5.80\|11.29\|11.85\|10.42\|208702;2026-07-22\|11.53\|-2.70\|11.65\|11.88\|11.50\|134761;2026-07-23\|11.75\|1.91\|11.53\|11.76\|11.42\|91742
43056	苹果开始测试先进的玻璃基板	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	公司收到美国国际贸易委员会（ITC）公布337-TA-1441案件初裁结果，认定现用自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427;2026-07-22\|9.07\|-1.95\|9.05\|9.47\|8.99\|1342720;2026-07-23\|9.02\|-0.55\|9.27\|9.39\|8.93\|1129075
43055	海外龙头发布新模型	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-16\|49.26\|-0.14\|49.01\|49.27\|47.51\|965272;2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397;2026-07-22\|59.16\|-2.09\|59.88\|61.68\|58.80\|1062223;2026-07-23\|61.19\|3.43\|59.16\|61.98\|58.65\|1209696
43054	海外龙头发布新模型	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-03-16\|160.98\|1.34\|159.25\|167.00\|156.68\|218726;2026-03-17\|144.15\|-10.45\|162.00\|162.00\|144.02\|267517;2026-03-18\|151.30\|4.96\|149.02\|151.88\|144.20\|168453;2026-03-19\|143.56\|-5.12\|145.31\|149.33\|141.95\|202114;2026-03-20\|146.13\|1.79\|148.90\|156.50\|145.00\|287470;2026-03-23\|136.07\|-6.88\|141.40\|144.33\|135.26\|198876;2026-03-24\|142.03\|4.38\|139.96\|142.67\|135.27\|185619;2026-03-25\|152.41\|7.31\|149.84\|154.79\|147.55\|270155;2026-03-26\|148.77\|-2.39\|150.02\|156.49\|148.12\|157358;2026-03-27\|150.70\|1.30\|145.73\|154.82\|142.25\|192929;2026-03-30\|159.31\|5.71\|146.71\|161.00\|146.71\|265079;2026-03-31\|153.15\|-3.87\|156.03\|158.24\|149.00\|237104;2026-04-01\|159.43\|4.10\|158.82\|160.26\|154.21\|231474;2026-04-02\|157.88\|-0.97\|157.12\|163.33\|156.23\|192220;2026-04-03\|165.18\|4.62\|161.30\|172.60\|160.14\|285764;2026-04-07\|181.10\|9.64\|169.05\|186.66\|168.90\|325995;2026-04-08\|206.39\|13.96\|190.00\|207.80\|190.00\|334937;2026-04-09\|231.86\|12.34\|200.11\|233.00\|200.11\|314150;2026-04-10\|223.80\|-3.48\|229.96\|233.80\|216.16\|328492;2026-04-13\|225.00\|0.54\|223.32\|227.25\|214.82\|270593;2026-04-14\|231.37\|2.83\|229.00\|238.35\|227.88\|241471;2026-04-15\|236.80\|2.35\|228.86\|244.89\|228.19\|225607;2026-04-16\|241.26\|1.88\|236.67\|246.78\|233.45\|176086;2026-04-17\|260.05\|7.79\|246.09\|261.88\|245.00\|234508;2026-04-20\|256.38\|-1.41\|253.50\|262.49\|245.97\|234511;2026-04-21\|264.85\|3.30\|253.98\|266.00\|253.14\|156795;2026-04-22\|279.26\|5.44\|267.00\|279.98\|265.68\|166086;2026-04-23\|270.96\|-2.97\|279.33\|290.00\|266.00\|231376;2026-04-24\|260.10\|-4.01\|265.15\|270.95\|253.18\|220679;2026-04-27\|255.14\|-1.91\|260.10\|265.00\|252.61\|162619;2026-04-28\|246.96\|-3.21\|258.31\|259.68\|244.98\|149699;2026-04-29\|247.50\|0.22\|246.08\|251.73\|239.39\|150301;2026-04-30\|256.69\|3.71\|254.50\|263.22\|250.50\|206006;2026-05-06\|252.48\|-1.64\|261.00\|264.79\|250.00\|227621;2026-05-07\|273.29\|8.24\|265.00\|279.94\|257.00\|207043;2026-05-08\|274.71\|0.52\|263.00\|278.80\|261.00\|160408;2026-05-11\|275.67\|0.35\|278.46\|282.00\|270.50\|163450;2026-05-12\|271.80\|-1.40\|278.00\|285.00\|269.01\|148767;2026-05-13\|273.10\|0.48\|266.50\|279.80\|264.12\|145800;2026-05-14\|266.99\|-2.24\|275.00\|282.00\|266.99\|142188;2026-05-15\|251.40\|-5.84\|267.34\|276.20\|250.00\|189620;2026-05-18\|251.98\|0.23\|249.35\|258.60\|243.00\|129446;2026-05-19\|239.32\|-5.02\|249.00\|249.97\|229.88\|195175;2026-05-20\|242.11\|1.17\|239.36\|242.97\|233.00\|157162;2026-05-21\|231.47\|-4.39\|244.75\|247.22\|231.00\|150294;2026-05-22\|240.30\|3.81\|236.10\|241.40\|233.05\|125835;2026-05-25\|246.00\|2.37\|233.11\|246.58\|233.00\|165622;2026-05-26\|236.13\|-4.01\|244.00\|245.04\|232.50\|126707;2026-05-27\|230.96\|-2.19\|235.87\|239.98\|227.64\|117110;2026-05-28\|240.15\|3.98\|232.00\|242.63\|222.40\|154320;2026-05-29\|249.21\|3.77\|240.77\|260.00\|240.00\|306342;2026-06-01\|219.34\|-11.99\|241.78\|243.64\|218.00\|259619;2026-06-02\|234.60\|6.96\|224.00\|240.35\|218.99\|201911;2026-06-03\|244.90\|4.39\|243.48\|253.60\|238.01\|240713;2026-06-04\|230.00\|-6.08\|238.42\|240.00\|227.13\|210775;2026-06-05\|219.00\|-4.78\|228.51\|237.98\|217.00\|193495;2026-06-08\|213.00\|-2.74\|208.08\|227.78\|206.00\|165964;2026-06-09\|238.83\|12.13\|215.79\|239.58\|213.79\|240054;2026-06-10\|229.17\|-4.04\|234.20\|238.18\|224.55\|151226;2026-06-11\|225.00\|-1.82\|229.44\|238.18\|221.17\|130871;2026-06-12\|224.03\|-0.43\|232.00\|233.48\|223.60\|154513;2026-06-15\|268.84\|20.00\|229.00\|268.84\|229.00\|262910;2026-06-16\|283.30\|5.38\|286.77\|301.62\|282.21\|287091;2026-06-17\|269.88\|-4.74\|280.01\|286.01\|262.16\|233042;2026-06-18\|281.99\|4.49\|266.30\|287.18\|266.30\|272998;2026-06-22\|298.09\|5.71\|300.00\|309.98\|290.31\|277316;2026-06-23\|286.02\|-4.05\|290.00\|309.60\|282.90\|229808;2026-06-24\|282.23\|-1.33\|288.42\|299.97\|275.86\|211377;2026-06-25\|281.90\|-0.12\|287.87\|290.00\|274.59\|190436;2026-06-26\|262.65\|-6.83\|278.00\|286.48\|262.31\|208699;2026-06-29\|253.19\|-3.60\|262.00\|268.96\|243.58\|142255;2026-06-30\|278.00\|9.80\|255.00\|280.90\|255.00\|177718;2026-07-01\|254.00\|-8.63\|275.00\|279.98\|248.50\|177065;2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700;2026-07-13\|207.00\|-6.67\|223.14\|227.77\|203.62\|130445;2026-07-14\|213.89\|3.47\|207.69\|217.57\|195.80\|147970;2026-07-15\|213.97\|0.04\|216.01\|227.80\|211.18\|152599;2026-07-16\|193.25\|-9.68\|207.39\|209.70\|186.38\|161345;2026-07-17\|166.21\|-13.99\|189.00\|192.78\|164.01\|176777;2026-07-20\|153.35\|-7.74\|172.98\|177.55\|147.00\|173921;2026-07-21\|175.28\|14.30\|156.42\|175.89\|133.13\|220161;2026-07-22\|168.98\|-3.59\|177.48\|182.82\|166.22\|154542;2026-07-23\|169.07\|0.05\|171.76\|177.00\|167.30\|112580
43053	海外龙头发布新模型	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	2026-03-16\|233.00\|-3.68\|242.00\|245.00\|228.00\|152351;2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;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
43052	海外龙头发布新模型	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-16\|16.67\|-2.46\|17.17\|17.20\|16.26\|687368;2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705;2026-07-13\|16.20\|-10.00\|17.09\|17.31\|16.20\|695217;2026-07-14\|16.37\|1.05\|15.22\|16.52\|14.68\|848222;2026-07-15\|15.60\|-4.70\|16.26\|16.40\|15.55\|553401;2026-07-16\|14.78\|-5.26\|15.26\|15.65\|14.70\|537465;2026-07-17\|13.50\|-8.66\|14.65\|14.76\|13.31\|620639;2026-07-20\|12.85\|-4.81\|13.98\|14.22\|12.45\|661764;2026-07-21\|13.75\|7.00\|13.08\|13.79\|11.57\|833270;2026-07-22\|13.37\|-2.76\|13.28\|13.90\|13.24\|573333;2026-07-23\|13.68\|2.32\|13.40\|14.06\|13.30\|531274
43051	海外龙头发布新模型	3.2T硅光NPO+CPO+定增+央企行业原因： 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2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-03-16\|83.50\|-6.12\|84.50\|85.30\|81.23\|774759;2026-03-17\|79.28\|-5.05\|83.60\|83.96\|78.50\|574346;2026-03-18\|83.60\|5.45\|81.00\|83.77\|80.65\|540440;2026-03-19\|84.42\|0.98\|82.04\|86.65\|81.81\|598972;2026-03-20\|83.08\|-1.59\|86.90\|87.50\|83.01\|592419;2026-03-23\|79.01\|-4.90\|80.04\|82.89\|78.50\|446224;2026-03-24\|79.87\|1.09\|79.50\|80.55\|76.67\|418796;2026-03-25\|86.45\|8.24\|82.88\|87.86\|82.50\|751892;2026-03-26\|85.00\|-1.68\|84.77\|88.47\|84.37\|540078;2026-03-27\|84.50\|-0.59\|83.56\|86.50\|81.38\|438905;2026-03-30\|88.10\|4.26\|83.69\|89.80\|83.30\|607038;2026-03-31\|84.30\|-4.31\|87.18\|87.18\|83.84\|437757;2026-04-01\|86.98\|3.18\|86.60\|89.00\|85.30\|453374;2026-04-02\|83.90\|-3.54\|85.81\|88.45\|83.40\|430388;2026-04-03\|90.39\|7.74\|85.02\|91.95\|85.00\|840587;2026-04-07\|92.36\|2.18\|92.00\|97.80\|91.90\|630705;2026-04-08\|98.26\|6.39\|95.60\|99.08\|94.08\|694745;2026-04-09\|108.09\|10.00\|96.13\|108.09\|96.09\|891018;2026-04-10\|107.82\|-0.25\|111.72\|112.10\|106.06\|998530;2026-04-13\|113.73\|5.48\|107.29\|115.88\|107.29\|707895;2026-04-14\|111.40\|-2.05\|113.50\|114.36\|110.20\|650000;2026-04-15\|106.70\|-4.22\|111.60\|112.56\|105.60\|617794;2026-04-16\|106.21\|-0.46\|107.20\|108.35\|105.91\|434191;2026-04-17\|116.83\|10.00\|110.99\|116.83\|110.11\|623611;2026-04-20\|120.05\|2.76\|122.00\|125.66\|119.38\|764715;2026-04-21\|121.79\|1.45\|119.00\|123.31\|116.39\|582583;2026-04-22\|123.97\|1.79\|121.50\|125.60\|120.50\|793417;2026-04-23\|131.68\|6.22\|124.85\|134.99\|123.51\|1102421;2026-04-24\|128.70\|-2.26\|129.70\|135.67\|123.00\|868011;2026-04-27\|134.52\|4.52\|131.34\|141.46\|130.30\|775792;2026-04-28\|137.00\|1.84\|131.92\|140.99\|130.50\|635764;2026-04-29\|132.87\|-3.01\|132.53\|137.30\|128.90\|568577;2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976
43050	海外龙头发布新模型	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	2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;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

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