数据表管理 - 涨停股票

编号	问财原因	板块逻辑	日线数据
41624	特高压中标+瓷绝缘子龙头+沙特基地行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%， 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年5月7日公告，公司全资子公司大瓷材料预中标国家电网2026年输变电项目瓷绝缘子、复合绝缘子及支柱绝缘子，合计金额约8,950万元。 2、据2026年4月23日年报，公司2025年国内特高压市场占有率稳居行业前列，并提前完成阿坝—成都东等4条在建特高压线路产品交付。 3、据2026年5月7日互动易，公司已成为沙特核心瓷绝缘子供应商，正推进沙特本地化生产基地建设，辐射中东及欧洲市场。	公司先后为我国的第一条1000kV特高压交流输电工程、世界首条±800kV特高压直流输电工程等供应高质量绝缘子	2026-03-17\|12.34\|-3.97\|12.90\|13.04\|12.30\|255297;2026-03-18\|12.52\|1.46\|12.41\|12.67\|12.34\|194836;2026-03-19\|11.99\|-4.23\|12.31\|12.50\|11.88\|269977;2026-03-20\|11.60\|-3.25\|12.12\|12.17\|11.60\|206193;2026-03-23\|11.01\|-5.09\|11.30\|11.55\|10.89\|261347;2026-03-24\|11.41\|3.63\|11.28\|11.43\|11.03\|216178;2026-03-25\|11.63\|1.93\|11.45\|11.82\|11.39\|212332;2026-03-26\|11.30\|-2.84\|11.61\|11.61\|11.22\|152257;2026-03-27\|11.62\|2.83\|11.01\|11.64\|10.99\|183609;2026-03-30\|11.30\|-2.75\|11.45\|11.55\|11.07\|190343;2026-03-31\|11.05\|-2.21\|11.25\|11.44\|11.05\|136249;2026-04-01\|11.20\|1.36\|11.35\|11.42\|11.15\|105421;2026-04-02\|11.12\|-0.71\|11.20\|11.47\|11.00\|136582;2026-04-03\|10.71\|-3.69\|11.13\|11.15\|10.69\|176008;2026-04-07\|10.82\|1.03\|10.82\|10.94\|10.70\|109956;2026-04-08\|11.90\|9.98\|11.10\|11.90\|11.01\|261446;2026-04-09\|11.72\|-1.51\|11.79\|11.94\|11.61\|241441;2026-04-10\|11.90\|1.54\|12.01\|12.17\|11.76\|218810;2026-04-13\|11.56\|-2.86\|11.77\|11.77\|11.49\|171307;2026-04-14\|11.61\|0.43\|11.69\|11.74\|11.46\|134664;2026-04-15\|12.32\|6.12\|11.57\|12.77\|11.55\|655416;2026-04-16\|12.23\|-0.73\|12.33\|12.37\|11.90\|421899;2026-04-17\|12.15\|-0.65\|12.16\|12.30\|11.99\|264144;2026-04-20\|12.46\|2.55\|12.15\|12.46\|12.05\|375913;2026-04-21\|12.23\|-1.85\|12.36\|12.36\|12.00\|252251;2026-04-22\|12.13\|-0.82\|12.15\|12.19\|11.96\|243934;2026-04-23\|13.34\|9.98\|13.34\|13.34\|13.34\|228914;2026-04-24\|14.03\|5.17\|14.00\|14.67\|13.80\|1424054;2026-04-27\|14.82\|5.63\|14.53\|15.33\|14.17\|1196860;2026-04-28\|15.00\|1.21\|14.58\|15.29\|14.34\|1001553;2026-04-29\|14.58\|-2.80\|14.90\|15.00\|14.49\|622597;2026-04-30\|14.49\|-0.62\|14.70\|15.38\|14.38\|669779;2026-05-06\|15.03\|3.73\|14.67\|15.29\|14.67\|592737;2026-05-07\|15.53\|3.33\|15.20\|16.10\|15.04\|549897;2026-05-08\|15.46\|-0.45\|15.36\|15.69\|15.12\|445290;2026-05-11\|15.40\|-0.39\|15.60\|15.71\|15.13\|341837;2026-05-12\|16.94\|10.00\|15.32\|16.94\|15.27\|502657;2026-05-13\|17.22\|1.65\|17.00\|18.13\|16.78\|1062600;2026-05-14\|16.35\|-5.05\|17.14\|17.16\|16.29\|652324;2026-05-15\|15.94\|-2.51\|16.33\|16.65\|15.80\|440951;2026-05-18\|15.67\|-1.69\|15.82\|16.15\|15.54\|331959;2026-05-19\|15.70\|0.19\|15.71\|15.81\|15.34\|360661;2026-05-20\|15.61\|-0.57\|15.80\|15.87\|15.21\|285137;2026-05-21\|14.95\|-4.23\|15.71\|16.16\|14.80\|417947;2026-05-22\|16.45\|10.03\|15.17\|16.45\|15.00\|401748;2026-05-25\|16.78\|2.01\|16.70\|17.19\|16.40\|638015;2026-05-26\|16.22\|-3.34\|16.50\|16.58\|15.70\|428677;2026-05-27\|16.80\|3.58\|16.07\|16.95\|15.92\|565777;2026-05-28\|16.36\|-2.62\|16.34\|16.64\|15.83\|492098;2026-05-29\|16.44\|0.74\|16.10\|16.88\|15.72\|665118;2026-06-01\|17.62\|7.18\|16.16\|17.62\|16.00\|818360;2026-06-02\|16.61\|-5.73\|16.90\|17.00\|16.10\|575112;2026-06-03\|14.95\|-9.99\|16.22\|16.24\|14.95\|698751;2026-06-04\|13.98\|-6.49\|14.65\|14.86\|13.89\|560375;2026-06-05\|13.88\|-0.72\|14.24\|14.38\|13.54\|348770;2026-06-08\|13.14\|-5.33\|13.30\|13.71\|12.88\|309425;2026-06-09\|13.77\|4.79\|13.60\|14.06\|13.20\|355688;2026-06-10\|13.76\|-0.07\|13.70\|13.88\|13.46\|233847;2026-06-11\|13.24\|-3.78\|13.63\|13.63\|13.07\|209007;2026-06-12\|13.06\|-1.36\|13.50\|13.58\|13.00\|228859;2026-06-15\|13.78\|5.51\|13.25\|13.86\|13.24\|257686;2026-06-16\|14.14\|2.61\|13.79\|14.29\|13.65\|298867;2026-06-17\|13.92\|-1.56\|14.02\|14.25\|13.78\|249802;2026-06-18\|13.98\|0.43\|13.86\|14.15\|13.72\|242478;2026-06-22\|14.49\|3.65\|13.92\|14.49\|13.53\|377903;2026-06-23\|14.14\|-2.42\|14.40\|14.44\|14.03\|257486;2026-06-24\|14.25\|0.78\|14.01\|14.33\|13.79\|221138;2026-06-25\|14.00\|-1.75\|14.32\|14.55\|13.90\|262334;2026-06-26\|13.67\|-2.36\|14.10\|14.30\|13.47\|229206;2026-06-29\|13.38\|-2.12\|13.56\|13.70\|13.01\|222685;2026-06-30\|13.41\|0.22\|13.38\|13.56\|13.14\|177418;2026-07-01\|13.04\|-2.76\|13.45\|13.45\|12.77\|284491;2026-07-02\|13.48\|3.37\|12.93\|13.91\|12.78\|323232;2026-07-03\|13.48\|0.00\|13.37\|13.69\|13.25\|199901;2026-07-06\|13.27\|-1.56\|13.48\|13.89\|13.22\|215258;2026-07-07\|12.86\|-3.09\|13.15\|13.42\|12.76\|164257;2026-07-08\|12.39\|-3.65\|12.76\|12.86\|12.38\|162141;2026-07-09\|12.45\|0.48\|12.40\|12.48\|11.80\|188067;2026-07-10\|13.70\|10.04\|13.70\|13.70\|13.67\|129196;2026-07-13\|13.31\|-2.85\|13.46\|13.98\|13.16\|438476;2026-07-14\|13.70\|2.93\|13.37\|13.72\|12.78\|351021;2026-07-15\|13.32\|-2.77\|13.71\|13.72\|13.26\|245798;2026-07-16\|13.10\|-1.65\|13.23\|13.57\|12.98\|235301;2026-07-17\|12.59\|-3.89\|12.98\|13.24\|12.56\|224964;2026-07-20\|12.84\|1.99\|12.68\|13.26\|12.58\|301911;2026-07-21\|13.15\|2.41\|12.80\|13.20\|11.98\|346476;2026-07-22\|12.37\|-5.93\|13.05\|13.10\|12.34\|285513;2026-07-23\|13.61\|10.02\|12.34\|13.61\|12.31\|387420;2026-07-24\|13.45\|-1.18\|13.61\|13.90\|13.06\|433080
41623	AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	1、公司是国内磁保持继电器用银氧化锡 / 铜复层电触头的核心供应商，其该系列产品开发列入 “国家火炬计划” 等项目； 2、国内电接触材料领域龙头企业；公司目前有生产供下游数据中心使用的高分断能力一体化焊接触头	2026-03-17\|30.33\|-4.92\|32.06\|32.40\|30.30\|47186;2026-03-18\|31.69\|4.48\|30.48\|32.09\|30.25\|47975;2026-03-19\|31.05\|-2.02\|30.75\|32.55\|30.70\|59329;2026-03-20\|29.95\|-3.54\|31.21\|31.57\|29.90\|43183;2026-03-23\|28.71\|-4.14\|29.29\|30.39\|28.43\|62887;2026-03-24\|29.78\|3.73\|29.23\|29.78\|28.24\|40385;2026-03-25\|29.78\|0.00\|30.35\|30.35\|29.51\|43269;2026-03-26\|28.67\|-3.73\|29.42\|29.73\|28.55\|31669;2026-03-27\|28.96\|1.01\|28.52\|29.29\|28.28\|37375;2026-03-30\|29.01\|0.17\|28.90\|29.40\|28.53\|26678;2026-03-31\|28.20\|-2.79\|28.95\|29.46\|28.00\|28798;2026-04-01\|29.53\|4.72\|28.69\|29.65\|28.28\|59697;2026-04-02\|28.57\|-3.25\|29.31\|29.79\|28.41\|48695;2026-04-03\|28.18\|-1.37\|28.62\|28.88\|28.01\|35645;2026-04-07\|28.50\|1.14\|28.20\|29.28\|28.16\|40263;2026-04-08\|31.35\|10.00\|29.10\|31.35\|28.91\|47604;2026-04-09\|31.64\|0.93\|31.26\|32.43\|30.74\|77824;2026-04-10\|34.23\|8.19\|31.95\|34.80\|31.87\|91935;2026-04-13\|32.60\|-4.76\|34.26\|34.90\|32.19\|121124;2026-04-14\|32.39\|-0.64\|32.91\|33.44\|31.81\|79682;2026-04-15\|33.14\|2.32\|32.40\|33.83\|32.36\|71095;2026-04-16\|33.72\|1.75\|33.24\|34.10\|32.68\|49669;2026-04-17\|36.22\|7.41\|33.70\|36.96\|33.49\|89520;2026-04-20\|36.55\|0.91\|36.38\|37.77\|36.20\|77356;2026-04-21\|37.37\|2.24\|36.68\|37.76\|35.70\|67955;2026-04-22\|37.35\|-0.05\|37.06\|37.51\|36.51\|46220;2026-04-23\|36.31\|-2.78\|37.37\|38.56\|35.40\|68974;2026-04-24\|37.80\|4.10\|36.50\|38.50\|35.98\|95528;2026-04-27\|40.36\|6.77\|38.00\|40.66\|37.80\|105849;2026-04-28\|40.09\|-0.67\|40.00\|40.72\|39.11\|71567;2026-04-29\|42.44\|5.86\|40.70\|42.70\|40.03\|79189;2026-04-30\|46.68\|9.99\|46.68\|46.68\|46.68\|24307;2026-05-06\|51.35\|10.00\|51.35\|51.35\|50.52\|94385;2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|66.80\|-0.89\|67.34\|68.70\|63.88\|72489;2026-07-15\|67.80\|1.50\|67.68\|71.98\|64.59\|102067;2026-07-16\|62.50\|-7.82\|65.52\|67.68\|61.88\|79160;2026-07-17\|56.25\|-10.00\|62.73\|63.50\|56.25\|73519;2026-07-20\|50.63\|-9.99\|56.25\|56.90\|50.63\|81039;2026-07-21\|53.98\|6.62\|50.00\|53.99\|45.57\|137702;2026-07-22\|51.92\|-3.82\|52.00\|54.83\|51.13\|85840;2026-07-23\|53.20\|2.47\|52.27\|53.56\|51.20\|72779;2026-07-24\|51.05\|-4.04\|52.50\|53.35\|50.49\|60188
41622	工业AI+火电DCS+机器人行业原因： 1、当地时间周二，Anthropic正式推出了其新一代“前沿模型” Mythos的预览版本，被内部誉为“迄今最强大”的AI。 2、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。国元证券指出，2026年AI产业进入产业与场景赋能关键期。公司原因： 1、据2026年1月24日2025年度业绩预告，2025年公司工业AI相关业务实现收入约2.6亿元，占营收比例首次超10%，第二增长曲线进入放量期。 2、据2025年6月11日机构调研，公司DCS、PLC产品深度受益火电等流程工业自主可控替代，2024年火电DCS市场国产化渗透率43%，预计央企、地方国企至2028年前全部实现自主可控，对应电力180亿、化工300-400亿等存量改造空间。 3、据2025年4月25日年报及2025年8月27日半年报，公司推出具身智能驱控一体化平台，AI大模型+机器人技术已落地分拣、码垛、巡检等工业场景，定位“铲子型”机器人核心零部件供应商。	1、公司业务涵盖三维虚拟电厂、人员定位安全生产管理系统等多个特色模块，智慧电厂业务已在大唐姜堰等电厂投入运行； 2、公司的机器人产品主要是面向特定工业垂直领域的特殊应用场景，例如凝汽器清洗机器人、工业物流输送环节的皮带巡检机器人等	2026-03-17\|35.76\|-3.33\|37.17\|37.32\|35.70\|59065;2026-03-18\|36.67\|2.54\|35.80\|36.78\|35.60\|65892;2026-03-19\|35.19\|-4.04\|35.99\|36.27\|34.84\|65298;2026-03-20\|33.75\|-4.09\|35.43\|35.50\|33.70\|55431;2026-03-23\|31.13\|-7.76\|33.15\|33.50\|30.71\|92880;2026-03-24\|31.55\|1.35\|31.13\|31.88\|30.17\|105870;2026-03-25\|32.50\|3.01\|31.80\|33.13\|31.79\|82963;2026-03-26\|31.79\|-2.18\|32.48\|32.97\|31.59\|52414;2026-03-27\|32.09\|0.94\|31.35\|32.26\|31.28\|38879;2026-03-30\|31.58\|-1.59\|31.35\|31.92\|31.26\|36438;2026-03-31\|30.81\|-2.44\|31.48\|31.81\|30.60\|42308;2026-04-01\|31.73\|2.99\|31.51\|32.05\|31.35\|43110;2026-04-02\|30.81\|-2.90\|31.46\|31.78\|30.56\|34307;2026-04-03\|30.12\|-2.24\|31.15\|31.15\|30.10\|31696;2026-04-07\|30.17\|0.17\|30.06\|30.68\|30.06\|27739;2026-04-08\|33.19\|10.01\|31.31\|33.19\|31.21\|47855;2026-04-09\|33.48\|0.87\|33.19\|33.72\|32.18\|116122;2026-04-10\|34.96\|4.42\|33.93\|35.68\|33.50\|138263;2026-04-13\|33.74\|-3.49\|34.08\|34.35\|33.40\|103668;2026-04-14\|33.58\|-0.47\|34.20\|34.29\|32.81\|95706;2026-04-15\|33.06\|-1.55\|34.97\|35.76\|32.93\|120027;2026-04-16\|33.76\|2.12\|33.59\|33.97\|33.13\|82467;2026-04-17\|33.72\|-0.12\|33.64\|34.11\|33.29\|60213;2026-04-20\|33.99\|0.80\|33.72\|34.20\|33.59\|58360;2026-04-21\|33.08\|-2.68\|33.97\|33.97\|32.50\|72837;2026-04-22\|34.02\|2.84\|33.15\|34.20\|32.91\|65041;2026-04-23\|33.96\|-0.18\|34.30\|34.85\|33.50\|76112;2026-04-24\|35.60\|4.83\|33.70\|35.73\|33.65\|154749;2026-04-27\|35.05\|-1.54\|35.60\|35.78\|34.25\|98418;2026-04-28\|34.42\|-1.80\|34.86\|35.18\|34.15\|75355;2026-04-29\|35.47\|3.05\|34.15\|35.70\|34.15\|78233;2026-04-30\|34.74\|-2.06\|35.23\|35.62\|34.62\|55221;2026-05-06\|35.42\|1.96\|35.00\|35.75\|34.86\|77848;2026-05-07\|36.70\|3.61\|35.60\|37.68\|35.11\|104353;2026-05-08\|36.21\|-1.34\|36.61\|37.13\|35.95\|102002;2026-05-11\|35.08\|-3.12\|36.33\|36.59\|34.85\|121262;2026-05-12\|35.30\|0.63\|34.97\|35.86\|33.61\|108076;2026-05-13\|36.13\|2.35\|34.86\|36.40\|34.15\|89250;2026-05-14\|38.58\|6.78\|36.76\|39.74\|36.76\|223088;2026-05-15\|42.18\|9.33\|39.84\|42.44\|39.84\|337332;2026-05-18\|43.41\|2.92\|40.81\|44.60\|40.81\|238132;2026-05-19\|44.07\|1.99\|43.74\|44.74\|42.87\|156062;2026-05-20\|45.73\|3.77\|43.80\|47.47\|43.60\|150644;2026-05-21\|47.35\|3.54\|45.45\|48.48\|45.01\|178340;2026-05-22\|50.66\|6.99\|47.23\|51.06\|47.23\|185523;2026-05-25\|45.59\|-10.01\|49.17\|49.68\|45.59\|162759;2026-05-26\|44.67\|-2.02\|46.52\|46.93\|43.86\|198748;2026-05-27\|45.00\|0.74\|44.66\|46.61\|44.06\|123739;2026-05-28\|44.04\|-2.13\|44.88\|44.91\|42.33\|128348;2026-05-29\|39.64\|-9.99\|44.04\|44.04\|39.64\|113703;2026-06-01\|39.73\|0.23\|39.64\|41.00\|37.91\|126411;2026-06-02\|39.30\|-1.08\|39.37\|40.12\|37.89\|86383;2026-06-03\|39.19\|-0.28\|39.30\|40.03\|38.38\|82492;2026-06-04\|38.41\|-1.99\|38.60\|39.18\|37.70\|75546;2026-06-05\|38.41\|0.00\|38.30\|39.35\|37.10\|79030;2026-06-08\|37.90\|-1.33\|37.73\|39.84\|37.11\|100824;2026-06-09\|38.90\|2.64\|38.50\|39.30\|37.14\|102642;2026-06-10\|37.45\|-3.73\|39.06\|39.88\|36.95\|91088;2026-06-11\|36.11\|-3.58\|36.75\|37.30\|35.80\|83322;2026-06-12\|37.04\|2.58\|36.48\|38.60\|36.48\|74939;2026-06-15\|37.39\|0.94\|37.04\|37.40\|36.50\|76408;2026-06-16\|37.38\|-0.03\|37.35\|38.12\|37.01\|59587;2026-06-17\|37.55\|0.45\|37.06\|37.93\|36.83\|64557;2026-06-18\|38.48\|2.48\|38.08\|40.10\|37.71\|136905;2026-06-22\|38.24\|-0.62\|38.60\|39.30\|36.83\|124563;2026-06-23\|36.85\|-3.63\|38.00\|38.24\|36.50\|81954;2026-06-24\|36.83\|-0.05\|36.28\|37.14\|35.65\|70130;2026-06-25\|34.80\|-5.51\|36.64\|37.09\|34.74\|91064;2026-06-26\|34.00\|-2.30\|34.78\|35.28\|33.55\|71846;2026-06-29\|32.53\|-4.32\|34.39\|34.39\|32.14\|80524;2026-06-30\|34.18\|5.07\|32.51\|34.66\|32.41\|59271;2026-07-01\|35.61\|4.18\|34.22\|36.18\|34.22\|72603;2026-07-02\|35.03\|-1.63\|35.22\|36.66\|34.81\|66037;2026-07-03\|35.52\|1.40\|34.68\|36.85\|34.66\|64844;2026-07-06\|34.68\|-2.36\|35.52\|36.04\|34.49\|48926;2026-07-07\|33.10\|-4.56\|34.58\|35.40\|32.73\|50298;2026-07-08\|32.17\|-2.81\|33.10\|33.34\|31.70\|46821;2026-07-09\|32.11\|-0.19\|32.00\|32.50\|30.70\|53195;2026-07-10\|31.87\|-0.75\|31.83\|32.70\|31.73\|48249;2026-07-13\|29.17\|-8.47\|31.66\|31.76\|28.90\|62320;2026-07-14\|29.84\|2.30\|29.35\|30.03\|28.72\|63663;2026-07-15\|28.65\|-3.99\|29.85\|29.85\|28.50\|50729;2026-07-16\|27.97\|-2.37\|28.62\|29.14\|27.77\|54501;2026-07-17\|26.32\|-5.90\|27.78\|27.94\|26.24\|68980;2026-07-20\|27.12\|3.04\|27.00\|28.24\|26.46\|95244;2026-07-21\|28.51\|5.13\|27.20\|28.53\|26.09\|94322;2026-07-22\|27.15\|-4.77\|28.02\|28.21\|26.92\|71612;2026-07-23\|27.80\|2.39\|27.00\|28.91\|26.96\|59305;2026-07-24\|27.11\|-2.48\|27.21\|27.59\|26.62\|44989
41621	涨停揭秘：公司作为区域热电联产龙头，叠加电网侧独立储能业务放量，直接受益于智能电网投资高增及‘算电协同’政策催化；涨停缘由：一季度国家电网固投同比+37%；‘算电协同’首次写入政府工作报告；2号机组投产+储能收入同比+52%；提前赎回新港转债强化资本结构；资金逻辑：近5日4次登龙虎榜，主力资金4月2日净流入2110万元，游资与机构共振推升股价，反映对低碳能源基础设施的配置共识；风险提示：火电主业受煤价波动影响，可转债赎回完成或致短期流动性承压，市盈率40倍高于行业均值	公司专业从事热电联产业务	2026-03-17\|9.53\|-1.45\|9.67\|9.78\|9.51\|58758;2026-03-18\|10.23\|7.35\|9.56\|10.48\|9.55\|338977;2026-03-19\|10.12\|-1.08\|10.10\|10.70\|10.07\|308406;2026-03-20\|10.64\|5.14\|10.26\|10.92\|9.95\|341237;2026-03-23\|10.40\|-2.26\|10.90\|11.32\|10.33\|374135;2026-03-24\|10.78\|3.65\|10.59\|10.88\|10.37\|272811;2026-03-25\|10.95\|1.58\|10.55\|11.15\|10.46\|298205;2026-03-26\|10.98\|0.27\|10.85\|11.11\|10.56\|255147;2026-03-27\|11.20\|2.00\|10.80\|11.70\|10.80\|334395;2026-03-30\|10.55\|-5.80\|10.99\|10.99\|10.08\|291038;2026-03-31\|11.61\|10.05\|10.20\|11.61\|10.16\|326211;2026-04-01\|12.77\|9.99\|11.80\|12.77\|11.13\|548307;2026-04-02\|14.05\|10.02\|13.40\|14.05\|13.40\|463188;2026-04-03\|12.79\|-8.97\|14.48\|15.46\|12.72\|652075;2026-04-07\|14.07\|10.01\|12.79\|14.07\|12.12\|594774;2026-04-08\|15.48\|10.02\|14.13\|15.48\|14.13\|615370;2026-04-09\|14.15\|-8.59\|14.70\|14.86\|13.93\|519780;2026-04-10\|14.17\|0.14\|13.80\|14.85\|13.15\|488733;2026-04-13\|13.80\|-2.61\|13.50\|13.97\|12.90\|372295;2026-04-14\|14.05\|1.81\|13.49\|14.88\|13.30\|405459;2026-04-15\|12.82\|-8.75\|13.33\|13.57\|12.65\|397390;2026-04-16\|13.04\|1.72\|12.30\|13.28\|11.81\|394720;2026-04-17\|12.74\|-2.30\|13.00\|13.28\|12.64\|256561;2026-04-20\|14.01\|9.97\|12.74\|14.01\|12.57\|221343;2026-04-21\|13.86\|-1.07\|14.49\|14.60\|13.65\|495119;2026-04-22\|13.51\|-2.53\|13.72\|13.77\|13.15\|286030;2026-04-23\|13.06\|-3.33\|13.30\|13.57\|12.43\|339281;2026-04-24\|12.00\|-8.12\|12.53\|12.79\|11.92\|261849;2026-04-27\|11.93\|-0.58\|11.66\|12.00\|11.40\|166483;2026-04-28\|11.52\|-3.44\|11.90\|11.92\|11.36\|166423;2026-04-29\|11.47\|-0.43\|11.32\|11.59\|11.31\|115048;2026-04-30\|11.16\|-2.70\|11.36\|11.52\|11.09\|152136;2026-05-06\|11.41\|2.24\|11.18\|11.47\|11.18\|121872;2026-05-07\|11.87\|4.03\|11.54\|11.88\|11.43\|178168;2026-05-08\|11.77\|-0.84\|11.85\|11.94\|11.61\|134914;2026-05-11\|11.68\|-0.76\|11.77\|11.84\|11.63\|133993;2026-05-12\|11.79\|0.94\|11.62\|11.91\|11.47\|143276;2026-05-13\|12.05\|2.21\|11.86\|12.45\|11.76\|237984;2026-05-14\|11.56\|-4.07\|12.04\|12.38\|11.56\|240199;2026-05-15\|11.33\|-1.99\|11.48\|11.62\|11.19\|166447;2026-05-18\|11.01\|-2.82\|11.11\|11.24\|10.83\|137136;2026-05-19\|11.25\|2.18\|10.97\|11.30\|10.90\|118788;2026-05-20\|10.90\|-3.11\|11.10\|11.15\|10.83\|110001;2026-05-21\|10.45\|-4.13\|10.85\|11.07\|10.39\|135496;2026-05-22\|10.70\|2.39\|10.46\|10.76\|10.32\|91151;2026-05-25\|10.83\|1.22\|10.65\|11.36\|10.45\|193220;2026-05-26\|10.66\|-1.57\|10.82\|10.90\|10.45\|129841;2026-05-27\|11.00\|3.19\|10.50\|11.73\|10.50\|383984;2026-05-28\|9.90\|-10.00\|10.75\|10.77\|9.90\|348225;2026-05-29\|9.80\|-1.01\|9.98\|10.33\|9.80\|307553;2026-06-01\|10.20\|4.08\|9.89\|10.25\|9.55\|227504;2026-06-02\|10.50\|2.94\|10.08\|10.55\|9.87\|207657;2026-06-03\|11.55\|10.00\|10.31\|11.55\|10.31\|247374;2026-06-04\|12.71\|10.04\|11.75\|12.71\|11.50\|325695;2026-06-05\|12.30\|-3.23\|13.16\|13.50\|12.00\|735844;2026-06-08\|11.07\|-10.00\|11.78\|12.02\|11.07\|407389;2026-06-09\|10.55\|-4.70\|11.16\|11.25\|10.35\|388990;2026-06-10\|9.97\|-5.50\|10.34\|10.53\|9.80\|231617;2026-06-11\|9.52\|-4.51\|9.75\|9.86\|9.37\|196141;2026-06-12\|9.18\|-3.57\|9.47\|9.62\|9.14\|205520;2026-06-15\|9.24\|0.65\|9.18\|9.78\|9.10\|212776;2026-06-16\|9.05\|-2.06\|9.24\|9.38\|9.01\|185008;2026-06-17\|8.87\|-1.99\|9.00\|9.18\|8.76\|206927;2026-06-18\|8.58\|-3.27\|8.87\|8.88\|8.51\|154309;2026-06-22\|8.54\|-0.47\|8.62\|8.62\|8.29\|132499;2026-06-23\|8.59\|0.59\|8.48\|8.69\|8.46\|129142;2026-06-24\|8.33\|-3.03\|8.52\|8.56\|8.17\|107767;2026-06-25\|7.98\|-2.33\|8.19\|8.23\|7.94\|96992;2026-06-26\|7.72\|-3.26\|8.05\|8.19\|7.68\|109767;2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374;2026-07-14\|7.30\|1.96\|7.13\|7.31\|7.05\|78199;2026-07-15\|7.35\|0.68\|7.30\|7.53\|7.26\|70326;2026-07-16\|7.27\|-1.09\|7.35\|7.40\|7.21\|61412;2026-07-17\|7.15\|-1.65\|7.23\|7.44\|7.07\|149927;2026-07-20\|7.27\|1.68\|7.10\|7.47\|7.08\|184910;2026-07-21\|6.98\|-3.99\|7.20\|7.20\|6.66\|194300;2026-07-22\|7.68\|10.03\|6.87\|7.68\|6.82\|102641;2026-07-23\|8.45\|10.03\|8.34\|8.45\|8.17\|136471;2026-07-24\|8.64\|2.25\|8.65\|9.00\|8.05\|644509
41620	涨停揭秘：中国人寿作为寿险龙头，在权益市场回暖与长端利率企稳背景下，保险资产价值重估预期升温，叠加分红稳定、估值低位吸引配置资金；涨停缘由：2026年Q1年化总投资收益率达4.8%，较2025年提升0.6个百分点；十年期国债收益率站稳2.6%上方，改善利差空间；核心城市地产销售边际回暖利好投资端；资金逻辑：保险板块整体获北向资金单周净买入超42亿元，中国人寿为最大权重标的；ETF资金持续流入，华夏保险ETF份额单周增长18%；风险提示：若长端利率再度下行或资本市场大幅回调，将压制资产端表现及估值修复节奏	公司是中国寿险市场领导者	2026-03-17\|42.73\|1.47\|42.13\|43.45\|42.10\|253390;2026-03-18\|43.08\|0.82\|42.73\|43.33\|42.33\|173160;2026-03-19\|42.39\|-1.60\|42.72\|42.84\|42.00\|178266;2026-03-20\|41.72\|-1.58\|42.39\|42.50\|41.71\|136391;2026-03-23\|39.42\|-5.51\|41.42\|41.42\|39.19\|311715;2026-03-24\|39.29\|-0.33\|39.81\|39.88\|38.82\|225374;2026-03-25\|39.49\|0.51\|39.40\|39.95\|39.06\|209475;2026-03-26\|37.74\|-4.43\|39.29\|39.34\|37.13\|442638;2026-03-27\|37.32\|-1.11\|37.31\|37.59\|36.92\|249324;2026-03-30\|36.68\|-1.71\|36.76\|37.11\|36.39\|258812;2026-03-31\|36.34\|-0.93\|36.52\|37.27\|36.29\|261006;2026-04-01\|37.02\|1.87\|36.85\|37.14\|36.51\|267234;2026-04-02\|36.36\|-1.78\|36.85\|36.86\|36.17\|179668;2026-04-03\|36.09\|-0.74\|36.46\|36.55\|36.04\|134637;2026-04-07\|35.69\|-1.11\|36.18\|36.18\|35.51\|169966;2026-04-08\|37.70\|5.63\|36.30\|37.96\|36.28\|377620;2026-04-09\|36.95\|-1.99\|37.40\|37.40\|36.85\|142493;2026-04-10\|37.77\|2.22\|37.18\|38.28\|37.16\|276232;2026-04-13\|37.52\|-0.66\|37.30\|37.70\|37.11\|117493;2026-04-14\|37.77\|0.67\|37.81\|37.96\|37.31\|151499;2026-04-15\|37.70\|-0.19\|38.05\|38.31\|37.61\|164834;2026-04-16\|37.87\|0.45\|37.85\|38.07\|37.59\|184751;2026-04-17\|37.52\|-0.92\|37.78\|37.80\|37.34\|160559;2026-04-20\|37.63\|0.29\|37.52\|37.71\|37.35\|136841;2026-04-21\|37.35\|-0.74\|37.67\|38.07\|37.23\|142835;2026-04-22\|37.08\|-0.72\|37.21\|37.72\|36.93\|205623;2026-04-23\|36.88\|-0.54\|37.10\|37.48\|36.66\|149086;2026-04-24\|36.78\|-0.27\|36.70\|36.88\|36.10\|164483;2026-04-27\|36.67\|-0.30\|36.70\|36.94\|36.54\|138258;2026-04-28\|36.63\|-0.11\|36.67\|37.06\|36.37\|155549;2026-04-29\|36.64\|0.03\|36.60\|37.15\|36.50\|338509;2026-04-30\|36.67\|0.08\|36.79\|38.71\|36.62\|730797;2026-05-06\|36.66\|-0.03\|36.99\|37.30\|36.50\|497332;2026-05-07\|37.44\|2.13\|36.79\|37.76\|36.67\|666481;2026-05-08\|37.31\|-0.35\|37.30\|37.54\|36.92\|334817;2026-05-11\|37.95\|1.72\|37.25\|38.60\|37.05\|766934;2026-05-12\|37.56\|-1.03\|37.95\|38.06\|37.41\|326241;2026-05-13\|36.48\|-2.88\|37.56\|37.56\|35.98\|591161;2026-05-14\|35.99\|-1.34\|36.28\|36.61\|35.80\|315715;2026-05-15\|35.36\|-1.75\|35.98\|36.25\|35.12\|304591;2026-05-18\|34.75\|-1.73\|35.02\|35.03\|34.53\|238810;2026-05-19\|34.71\|-0.12\|34.79\|34.99\|34.34\|198904;2026-05-20\|34.54\|-0.49\|34.61\|34.80\|34.32\|176958;2026-05-21\|34.05\|-1.42\|34.72\|35.34\|34.00\|388837;2026-05-22\|33.82\|-0.68\|34.02\|34.21\|33.63\|222595;2026-05-25\|33.83\|0.03\|33.85\|34.50\|33.67\|267738;2026-05-26\|33.80\|-0.09\|33.80\|34.50\|33.48\|483464;2026-05-27\|33.46\|-1.01\|33.60\|33.99\|33.17\|344245;2026-05-28\|33.39\|-0.21\|33.42\|33.57\|32.84\|349635;2026-05-29\|33.83\|1.32\|33.29\|34.07\|33.29\|421505;2026-06-01\|33.58\|-0.74\|33.70\|33.92\|33.05\|247622;2026-06-02\|33.24\|-1.01\|33.45\|33.65\|33.06\|233519;2026-06-03\|32.88\|-1.08\|33.25\|33.50\|32.78\|225962;2026-06-04\|32.49\|-1.19\|32.70\|33.11\|32.32\|207198;2026-06-05\|32.82\|1.02\|32.70\|34.19\|32.66\|614130;2026-06-08\|33.00\|0.55\|33.01\|33.50\|32.70\|394605;2026-06-09\|33.14\|0.42\|32.82\|33.25\|32.80\|215725;2026-06-10\|34.63\|4.50\|32.99\|34.76\|32.95\|674788;2026-06-11\|34.33\|-0.87\|34.55\|35.65\|34.05\|448979;2026-06-12\|35.81\|4.31\|34.00\|35.97\|33.84\|813106;2026-06-15\|36.53\|2.01\|35.93\|37.07\|35.75\|633640;2026-06-16\|36.06\|-1.29\|36.21\|36.74\|35.50\|375760;2026-06-17\|35.81\|-0.69\|36.16\|36.36\|35.50\|273966;2026-06-18\|33.70\|-5.89\|35.77\|35.86\|33.58\|566796;2026-06-22\|36.44\|8.13\|33.31\|36.86\|33.10\|872233;2026-06-23\|36.18\|-0.71\|36.08\|37.16\|35.89\|537865;2026-06-24\|35.85\|-0.91\|36.25\|36.51\|35.18\|390222;2026-06-25\|36.89\|2.90\|35.50\|37.87\|35.27\|587849;2026-06-26\|35.04\|-5.01\|36.61\|37.09\|35.00\|404094;2026-06-29\|35.74\|2.00\|35.17\|36.40\|34.74\|387106;2026-06-30\|35.35\|-1.09\|35.40\|35.90\|34.68\|359987;2026-07-01\|38.78\|9.70\|35.25\|38.88\|35.22\|822440;2026-07-02\|38.51\|-0.70\|38.75\|40.10\|38.41\|583556;2026-07-03\|38.66\|0.39\|38.81\|39.24\|37.90\|370252;2026-07-06\|38.78\|0.31\|38.63\|39.28\|38.05\|409402;2026-07-07\|37.57\|-3.12\|38.50\|38.59\|37.30\|330355;2026-07-08\|37.51\|-0.16\|37.42\|38.00\|37.32\|233950;2026-07-09\|37.20\|0.84\|36.61\|37.33\|36.33\|246751;2026-07-10\|37.42\|0.59\|36.90\|37.83\|36.53\|371525;2026-07-13\|37.73\|0.83\|37.20\|37.99\|36.72\|419592;2026-07-14\|38.72\|2.62\|37.51\|39.08\|36.61\|559161;2026-07-15\|40.42\|4.39\|39.33\|41.01\|38.51\|847284;2026-07-16\|38.92\|-3.71\|39.68\|40.20\|38.67\|456646;2026-07-17\|39.05\|0.33\|38.60\|39.56\|38.17\|566771;2026-07-20\|40.60\|3.97\|38.52\|40.66\|38.36\|509985;2026-07-21\|40.17\|-1.06\|40.17\|41.63\|39.50\|593657;2026-07-22\|41.00\|2.07\|39.61\|41.38\|39.44\|438690;2026-07-23\|41.73\|1.78\|41.00\|42.00\|40.28\|417446;2026-07-24\|40.31\|-3.40\|41.55\|41.75\|39.90\|422309
41619	涨停揭秘：东方财富作为互联网券商龙头及财经信息平台领导者，受益于市场活跃度提升、佣金率企稳及基金代销回暖，业绩弹性显著；涨停缘由：2026年Q1证券业务收入同比+29%，基金销售保有规模环比+12%；通义千问等AI工具接入投顾服务，用户活跃度提升35%；A股日均成交额连续12日超1.1万亿元；资金逻辑：两融余额回升带动券商板块资金回流，东方财富融资余额单周增长9.7%，龙虎榜显示一线游资与量化席位合力封板；风险提示：高度依赖市场交易量与基金发行热度，若行情转弱或监管政策趋严，盈利可持续性存不确定性	领先的互联网财经信息平台运营商，互联网券商龙头	2026-03-17\|21.56\|1.65\|21.30\|22.07\|21.26\|4200422;2026-03-18\|21.51\|-0.23\|21.45\|21.55\|21.31\|1857579;2026-03-19\|21.33\|-0.84\|21.34\|21.60\|21.25\|2174638;2026-03-20\|20.21\|-5.25\|21.20\|21.22\|20.21\|4774624;2026-03-23\|19.61\|-2.97\|19.78\|20.05\|19.56\|3141250;2026-03-24\|19.77\|0.82\|19.87\|19.96\|19.55\|2088912;2026-03-25\|19.90\|0.66\|19.75\|20.15\|19.73\|2251418;2026-03-26\|19.12\|-3.92\|19.81\|19.82\|19.10\|2794390;2026-03-27\|19.21\|0.47\|18.93\|19.39\|18.89\|1814800;2026-03-30\|19.07\|-0.73\|18.92\|19.15\|18.83\|1584573;2026-03-31\|18.89\|-0.94\|19.07\|19.37\|18.85\|1692907;2026-04-01\|19.19\|1.59\|19.20\|19.29\|19.08\|1729787;2026-04-02\|18.75\|-2.29\|19.11\|19.12\|18.68\|1797448;2026-04-03\|18.48\|-1.44\|18.82\|18.87\|18.48\|1383924;2026-04-07\|18.45\|-0.16\|18.51\|18.61\|18.35\|1233648;2026-04-08\|19.49\|5.64\|18.90\|19.59\|18.80\|3911372;2026-04-09\|18.95\|-2.77\|19.15\|19.16\|18.91\|2104108;2026-04-10\|19.76\|4.27\|19.22\|20.46\|19.22\|5970106;2026-04-13\|20.01\|1.27\|19.52\|20.25\|19.50\|3459852;2026-04-14\|20.15\|0.70\|20.19\|20.28\|19.84\|2689218;2026-04-15\|19.85\|-1.49\|20.29\|20.34\|19.80\|2181632;2026-04-16\|20.06\|1.06\|19.94\|20.25\|19.86\|2361668;2026-04-17\|20.04\|-0.10\|19.95\|20.15\|19.80\|2157491;2026-04-20\|20.15\|0.55\|20.05\|20.24\|19.92\|2155679;2026-04-21\|19.94\|-0.55\|20.04\|20.13\|19.82\|1729478;2026-04-22\|20.18\|1.20\|19.86\|20.36\|19.82\|2839824;2026-04-23\|19.89\|-1.44\|20.10\|20.23\|19.79\|2339842;2026-04-24\|19.70\|-0.96\|19.85\|19.85\|19.55\|1787523;2026-04-27\|19.98\|1.42\|19.84\|20.20\|19.78\|2222896;2026-04-28\|20.16\|0.90\|19.90\|20.46\|19.90\|3494785;2026-04-29\|20.26\|0.50\|20.02\|20.32\|20.00\|2479666;2026-04-30\|20.36\|0.49\|20.25\|20.95\|20.19\|3626370;2026-05-06\|20.85\|2.41\|20.40\|21.03\|20.40\|4274764;2026-05-07\|20.73\|-0.58\|21.00\|21.05\|20.55\|3378852;2026-05-08\|20.49\|-1.16\|20.60\|20.74\|20.39\|2320830;2026-05-11\|21.28\|3.86\|20.45\|21.35\|20.44\|5811921;2026-05-12\|21.27\|-0.05\|21.14\|21.60\|21.01\|4099231;2026-05-13\|21.08\|-0.89\|21.12\|21.24\|20.81\|3750097;2026-05-14\|20.18\|-4.27\|21.09\|21.20\|20.17\|3864283;2026-05-15\|19.73\|-2.23\|20.17\|20.33\|19.67\|3695445;2026-05-18\|19.77\|0.20\|19.60\|20.01\|19.56\|2211135;2026-05-19\|19.90\|0.66\|19.78\|19.95\|19.38\|2679894;2026-05-20\|19.67\|-1.16\|19.78\|19.91\|19.61\|1857497;2026-05-21\|19.98\|1.58\|19.85\|21.03\|19.83\|7221721;2026-05-22\|19.50\|-2.40\|19.96\|20.09\|19.36\|4295945;2026-05-25\|19.87\|1.90\|19.72\|20.25\|19.58\|3357935;2026-05-26\|20.05\|0.91\|19.68\|20.28\|19.58\|4221819;2026-05-27\|19.61\|-2.19\|19.80\|20.19\|19.58\|3260433;2026-05-28\|19.19\|-2.14\|19.51\|19.55\|18.96\|3414909;2026-05-29\|19.16\|-0.16\|19.20\|19.73\|19.16\|3719590;2026-06-01\|18.97\|-0.99\|19.05\|19.27\|18.85\|2445990;2026-06-02\|18.91\|-0.32\|18.91\|19.09\|18.65\|2668462;2026-06-03\|18.91\|0.00\|18.80\|19.21\|18.65\|2940305;2026-06-04\|18.74\|-0.90\|18.79\|19.07\|18.55\|2243926;2026-06-05\|18.52\|-1.17\|18.76\|18.95\|18.50\|2553013;2026-06-08\|17.72\|-4.32\|18.28\|18.63\|17.70\|3484450;2026-06-09\|17.88\|0.90\|17.73\|17.93\|17.50\|2258590;2026-06-10\|17.78\|-0.56\|17.77\|17.95\|17.55\|2328147;2026-06-11\|17.36\|-2.36\|17.65\|17.88\|17.22\|2570704;2026-06-12\|18.00\|3.69\|17.49\|18.23\|17.37\|4736928;2026-06-15\|18.89\|4.94\|18.00\|19.48\|17.95\|6256219;2026-06-16\|19.12\|1.22\|18.70\|19.46\|18.69\|4580802;2026-06-17\|19.04\|-0.42\|19.04\|19.25\|18.86\|2749209;2026-06-18\|18.60\|-2.31\|18.95\|19.12\|18.53\|3296850;2026-06-22\|20.97\|12.74\|18.45\|20.97\|18.45\|11039470;2026-06-23\|20.90\|-0.33\|20.66\|21.88\|20.54\|11032420;2026-06-24\|20.18\|-3.44\|20.90\|21.24\|20.10\|7087475;2026-06-25\|21.11\|4.61\|20.04\|21.57\|20.04\|9040008;2026-06-26\|20.07\|-4.93\|20.93\|21.17\|20.02\|6228008;2026-06-29\|20.10\|0.15\|20.27\|20.59\|19.93\|5037985;2026-06-30\|20.38\|1.39\|19.95\|20.57\|19.74\|4303483;2026-07-01\|21.45\|5.25\|20.32\|21.96\|20.21\|9497600;2026-07-02\|20.73\|-3.36\|21.28\|21.50\|20.70\|5755075;2026-07-03\|21.06\|1.59\|20.95\|21.25\|20.70\|4301366;2026-07-06\|21.18\|0.57\|21.39\|21.49\|20.90\|3936552;2026-07-07\|20.29\|-4.20\|21.02\|21.05\|20.16\|4037390;2026-07-08\|20.13\|-0.79\|20.21\|20.75\|20.06\|2881916;2026-07-09\|20.59\|2.29\|20.07\|20.65\|20.01\|3442101;2026-07-10\|20.19\|-1.94\|20.40\|20.50\|20.10\|3282905;2026-07-13\|19.84\|-1.73\|20.03\|20.32\|19.62\|3283868;2026-07-14\|19.60\|-1.21\|19.89\|19.98\|19.19\|3272565;2026-07-15\|20.14\|2.76\|19.53\|20.38\|19.43\|3839558;2026-07-16\|19.82\|-1.59\|19.95\|20.10\|19.71\|2613534;2026-07-17\|19.70\|-0.61\|19.79\|20.44\|19.67\|4515339;2026-07-20\|20.18\|2.44\|19.80\|20.43\|19.80\|3831378;2026-07-21\|20.29\|0.55\|20.22\|20.46\|19.90\|4269491;2026-07-22\|20.08\|-1.03\|20.10\|20.18\|19.90\|2571839;2026-07-23\|20.28\|1.00\|20.05\|20.45\|19.92\|2826203;2026-07-24\|19.40\|-4.34\|20.08\|20.08\|19.40\|3090371
41618	保险+永续债获批+分红险转型+央企控股行业原因： 1、市场交投持续火热，开盘20分钟两市成交额突破1万亿元，预计全天超3.8万亿元，提振保险公司权益投资收益预期。 2、长江证券6月14日研报指出，上市险企负债成本持续压降，同时行业增配权益资产，盈利能力改善逻辑持续印证。公司原因： 1、据每日经济新闻2026年6月22日报道，新华保险公告获批在全国银行间债券市场公开发行不超过100亿元的无固定期限资本债券，用于补充核心二级资本、优化资本结构；据2026年6月20日财闻，公司已先后收到金融监管总局批复及人民银行准予行政许可决定书。 2、据2026年3月28日年报，公司2025年全面启动分红险转型，分红险长期险首年保费达119.33亿元，产品转型取得实质性突破；同时推出“医药无忧”“康护无忧”等创新产品，推动从传统赔付向“产品+服务”生态转型。 3、据2026年3月28日年报，公司控股股东为中央汇金投资有限责任公司，汇金公司是国有独资公司，根据国务院授权对国有重点金融企业进行股权投资；公司是全国大型的寿险公司。	全国性的大型寿险企业，中报净利润同比增长33.53%	2026-03-17\|72.03\|3.08\|70.10\|73.77\|70.10\|272585;2026-03-18\|72.51\|0.67\|72.03\|72.75\|71.00\|176760;2026-03-19\|70.28\|-3.08\|71.68\|71.88\|70.12\|153630;2026-03-20\|68.76\|-2.16\|70.58\|70.76\|68.75\|152696;2026-03-23\|65.55\|-4.67\|67.37\|67.90\|65.31\|288840;2026-03-24\|65.37\|-0.27\|66.48\|66.55\|64.50\|200351;2026-03-25\|66.60\|1.88\|65.70\|67.16\|65.58\|154873;2026-03-26\|63.75\|-4.28\|66.21\|66.50\|63.57\|220109;2026-03-27\|63.32\|-0.67\|62.53\|63.99\|62.53\|166855;2026-03-30\|61.93\|-2.20\|62.81\|63.87\|61.41\|233370;2026-03-31\|61.53\|-0.65\|61.82\|63.15\|61.51\|166731;2026-04-01\|62.38\|1.38\|62.59\|63.37\|61.89\|163164;2026-04-02\|60.65\|-2.77\|62.20\|62.21\|60.32\|186005;2026-04-03\|59.80\|-1.40\|60.94\|60.97\|59.75\|120910;2026-04-07\|59.32\|-0.80\|59.81\|60.16\|58.95\|148402;2026-04-08\|63.07\|6.32\|60.67\|63.55\|60.67\|302680;2026-04-09\|61.14\|-3.06\|62.16\|62.35\|60.91\|189857;2026-04-10\|62.30\|1.90\|61.61\|63.30\|61.61\|216161;2026-04-13\|61.31\|-1.59\|61.20\|61.67\|60.91\|159226;2026-04-14\|62.16\|1.39\|61.72\|62.54\|61.35\|189977;2026-04-15\|61.66\|-0.80\|62.54\|62.70\|61.40\|168966;2026-04-16\|63.89\|3.62\|61.67\|64.13\|61.38\|294350;2026-04-17\|64.27\|0.59\|63.26\|65.16\|62.73\|312375;2026-04-20\|64.48\|0.33\|64.27\|64.49\|63.50\|181089;2026-04-21\|63.92\|-0.87\|64.10\|64.80\|63.40\|160052;2026-04-22\|63.69\|-0.36\|64.13\|65.17\|63.31\|212660;2026-04-23\|62.85\|-1.32\|63.63\|64.50\|62.39\|175819;2026-04-24\|62.41\|-0.70\|62.41\|62.75\|61.23\|147057;2026-04-27\|62.18\|-0.37\|62.29\|63.21\|62.02\|122860;2026-04-28\|62.31\|0.21\|62.05\|63.32\|61.74\|149590;2026-04-29\|64.10\|2.87\|62.38\|64.25\|62.12\|304058;2026-04-30\|64.40\|0.47\|65.10\|67.16\|64.15\|324244;2026-05-06\|64.68\|0.43\|64.40\|65.33\|63.55\|249244;2026-05-07\|65.39\|1.10\|65.10\|66.34\|64.98\|267148;2026-05-08\|65.00\|-0.60\|65.06\|65.20\|64.20\|162831;2026-05-11\|65.86\|1.32\|64.51\|66.57\|64.11\|333261;2026-05-12\|65.26\|-0.91\|65.62\|66.25\|64.90\|188590;2026-05-13\|64.05\|-1.85\|64.98\|65.18\|63.20\|263408;2026-05-14\|62.38\|-2.61\|63.88\|64.19\|62.31\|206192;2026-05-15\|61.22\|-1.86\|62.40\|62.67\|60.80\|174992;2026-05-18\|60.12\|-1.80\|60.80\|60.80\|59.70\|147867;2026-05-19\|60.43\|0.52\|60.30\|60.98\|59.86\|147921;2026-05-20\|59.66\|-1.27\|60.07\|60.32\|59.06\|131283;2026-05-21\|59.19\|-0.79\|59.99\|61.77\|59.12\|233818;2026-05-22\|58.51\|-1.15\|59.30\|59.60\|58.30\|173670;2026-05-25\|59.40\|1.52\|58.51\|59.99\|58.40\|167460;2026-05-26\|60.16\|1.28\|59.50\|61.70\|59.00\|325660;2026-05-27\|58.72\|-2.39\|59.58\|60.23\|58.04\|228355;2026-05-28\|58.39\|-0.56\|59.58\|59.58\|57.52\|178917;2026-05-29\|59.70\|2.24\|58.38\|60.78\|58.32\|328498;2026-06-01\|58.75\|-1.59\|59.31\|59.65\|58.22\|215201;2026-06-02\|57.71\|-1.77\|58.76\|58.80\|57.20\|249774;2026-06-03\|57.59\|-0.21\|57.78\|58.20\|56.53\|215309;2026-06-04\|56.03\|-2.71\|57.20\|57.66\|55.82\|212832;2026-06-05\|56.35\|0.57\|56.24\|58.77\|56.15\|319452;2026-06-08\|55.43\|-1.63\|56.90\|57.75\|55.22\|227902;2026-06-09\|55.87\|0.79\|55.29\|56.08\|55.01\|162941;2026-06-10\|58.03\|3.87\|55.70\|58.30\|55.41\|340163;2026-06-11\|59.22\|2.05\|58.21\|60.49\|58.21\|344451;2026-06-12\|61.46\|3.78\|58.62\|61.80\|58.00\|404440;2026-06-15\|63.20\|2.83\|61.86\|63.99\|61.36\|367435;2026-06-16\|61.98\|-1.93\|62.60\|63.25\|61.50\|252671;2026-06-17\|61.75\|-0.37\|62.40\|62.46\|61.07\|248854;2026-06-18\|57.55\|-6.80\|61.60\|61.60\|57.25\|479283;2026-06-22\|63.31\|10.01\|56.80\|63.31\|56.35\|686683;2026-06-23\|62.32\|-1.56\|63.80\|64.50\|61.62\|479367;2026-06-24\|61.85\|-0.75\|62.88\|62.97\|60.51\|335105;2026-06-25\|63.44\|2.57\|60.81\|65.28\|60.76\|473341;2026-06-26\|59.60\|-6.05\|62.58\|63.85\|59.59\|394327;2026-06-29\|60.49\|1.49\|59.90\|61.50\|58.82\|271642;2026-06-30\|59.66\|-1.37\|59.77\|60.77\|58.80\|262089;2026-07-01\|65.38\|9.59\|59.27\|65.63\|59.01\|670160;2026-07-02\|63.48\|-2.91\|64.88\|65.98\|63.31\|406218;2026-07-03\|63.52\|0.06\|64.02\|65.27\|62.80\|304999;2026-07-06\|64.48\|1.51\|63.52\|64.98\|62.90\|401013;2026-07-07\|63.31\|-1.81\|63.58\|63.99\|62.63\|236329;2026-07-08\|63.07\|-0.38\|62.86\|63.94\|62.21\|214321;2026-07-09\|62.52\|-0.87\|62.41\|62.82\|60.61\|304219;2026-07-10\|62.98\|0.74\|61.85\|63.30\|61.40\|250039;2026-07-13\|61.98\|-1.59\|62.21\|62.70\|60.87\|230733;2026-07-14\|64.51\|4.08\|63.48\|64.97\|61.81\|419893;2026-07-15\|65.55\|1.61\|64.00\|66.66\|63.55\|396261;2026-07-16\|64.35\|-1.83\|64.88\|65.33\|63.88\|224859;2026-07-17\|62.80\|-2.41\|63.89\|64.78\|62.61\|251107;2026-07-20\|64.84\|3.25\|63.00\|65.45\|62.99\|361712;2026-07-21\|64.64\|-0.31\|64.89\|65.89\|63.66\|290514;2026-07-22\|65.33\|1.07\|64.01\|65.88\|63.23\|309525;2026-07-23\|65.72\|0.60\|65.04\|66.10\|64.51\|230616;2026-07-24\|63.12\|-3.96\|65.31\|65.59\|62.62\|273362
41617	涨停揭秘：中国太保NBV同比增速优于同业，综合偿付能力充足率达265%，在保险业高质量发展政策导向下获资金青睐；涨停缘由：2026年Q1新业务价值（NBV）同比+15.3%，寿险、产险双轮驱动；健康生态布局深化，‘太医管家’服务用户突破1200万；养老社区入住率达92%；资金逻辑：外资配置型资金持续流入，港资持股比例升至12.7%；保险ETF持仓中太保权重居首，资金面支撑强劲；风险提示：宏观经济复苏斜率影响居民保险消费意愿，短期保费增长或承压	国内领先的综合性保险集团，NBV同比优于同业	2026-03-17\|40.50\|2.27\|39.59\|41.18\|39.57\|461939;2026-03-18\|40.77\|0.67\|40.45\|41.11\|40.12\|338531;2026-03-19\|39.76\|-2.48\|40.33\|40.64\|39.64\|289907;2026-03-20\|39.16\|-1.51\|39.76\|40.03\|39.06\|286282;2026-03-23\|37.32\|-4.70\|38.71\|38.71\|37.21\|441056;2026-03-24\|37.59\|0.72\|37.79\|38.04\|37.17\|299556;2026-03-25\|38.38\|2.10\|37.60\|38.65\|37.60\|253798;2026-03-26\|37.09\|-3.36\|38.13\|38.36\|36.68\|524894;2026-03-27\|37.12\|0.08\|37.25\|37.73\|37.11\|348150;2026-03-30\|36.65\|-1.27\|36.68\|37.25\|36.11\|385007;2026-03-31\|37.09\|1.20\|36.80\|37.70\|36.80\|310004;2026-04-01\|38.31\|3.29\|38.15\|38.58\|37.79\|342176;2026-04-02\|38.39\|0.21\|38.20\|38.55\|37.90\|230557;2026-04-03\|38.22\|-0.44\|38.47\|38.55\|37.80\|159058;2026-04-07\|37.27\|-2.49\|38.03\|38.06\|37.10\|242667;2026-04-08\|39.90\|7.06\|37.99\|40.16\|37.99\|514278;2026-04-09\|38.29\|-4.04\|39.50\|39.50\|38.18\|431901;2026-04-10\|38.63\|0.89\|38.68\|39.30\|38.40\|377528;2026-04-13\|37.66\|-2.51\|38.06\|38.10\|37.60\|287903;2026-04-14\|38.40\|1.96\|37.96\|38.45\|37.81\|323604;2026-04-15\|37.99\|-1.07\|38.69\|38.83\|37.95\|263927;2026-04-16\|37.87\|-0.32\|37.95\|38.16\|37.64\|326885;2026-04-17\|37.34\|-1.40\|37.70\|37.72\|37.17\|293025;2026-04-20\|37.46\|0.32\|37.23\|37.58\|37.17\|273103;2026-04-21\|37.05\|-1.09\|37.40\|37.81\|37.00\|284103;2026-04-22\|37.05\|0.00\|37.00\|37.43\|36.60\|339876;2026-04-23\|36.96\|-0.24\|37.09\|37.45\|36.80\|334278;2026-04-24\|36.62\|-0.92\|36.73\|36.88\|35.91\|323078;2026-04-27\|36.36\|-0.71\|36.58\|37.10\|36.23\|260723;2026-04-28\|36.34\|-0.06\|36.28\|36.72\|36.01\|279210;2026-04-29\|37.62\|3.52\|36.50\|37.76\|36.50\|657898;2026-04-30\|37.23\|-1.04\|37.39\|38.46\|37.07\|548100;2026-05-06\|37.10\|-0.35\|37.23\|37.60\|36.93\|427441;2026-05-07\|37.31\|0.57\|37.31\|37.88\|37.08\|663363;2026-05-08\|36.90\|-1.10\|37.32\|37.35\|36.72\|412248;2026-05-11\|37.39\|1.33\|36.90\|38.00\|36.58\|930193;2026-05-12\|37.22\|-0.45\|37.35\|37.49\|37.09\|371167;2026-05-13\|35.74\|-3.98\|37.25\|37.30\|35.20\|948376;2026-05-14\|35.18\|-1.57\|35.59\|35.76\|34.82\|502506;2026-05-15\|34.54\|-1.82\|35.27\|35.35\|34.41\|384440;2026-05-18\|33.87\|-1.94\|34.42\|34.42\|33.65\|437460;2026-05-19\|33.71\|-0.47\|33.95\|34.06\|33.38\|416538;2026-05-20\|33.42\|-0.86\|33.49\|33.78\|33.10\|269975;2026-05-21\|33.00\|-1.26\|33.62\|34.48\|33.00\|597538;2026-05-22\|32.85\|-0.45\|33.24\|33.25\|32.57\|376200;2026-05-25\|33.29\|1.34\|32.88\|33.74\|32.81\|440071;2026-05-26\|33.22\|-0.21\|33.16\|34.08\|32.93\|567617;2026-05-27\|32.63\|-1.78\|33.10\|33.26\|32.43\|419372;2026-05-28\|32.02\|-1.87\|32.59\|32.59\|31.61\|500482;2026-05-29\|32.18\|0.50\|32.05\|32.59\|31.99\|532873;2026-06-01\|32.02\|-0.50\|31.92\|32.38\|31.41\|387586;2026-06-02\|31.70\|-1.00\|31.91\|32.12\|31.30\|503317;2026-06-03\|31.32\|-1.20\|31.70\|31.78\|31.11\|422740;2026-06-04\|31.02\|-0.96\|31.25\|31.54\|30.77\|308987;2026-06-05\|31.05\|0.10\|31.12\|31.95\|30.95\|497121;2026-06-08\|31.20\|0.48\|30.99\|31.59\|30.82\|503639;2026-06-09\|31.55\|1.12\|31.20\|31.73\|31.03\|404118;2026-06-10\|32.51\|3.04\|31.51\|32.67\|31.40\|648253;2026-06-11\|32.06\|-1.38\|32.48\|33.25\|31.81\|528101;2026-06-12\|32.86\|2.50\|31.98\|33.10\|31.60\|707232;2026-06-15\|33.25\|1.19\|33.01\|34.09\|32.77\|642734;2026-06-16\|32.50\|-2.26\|33.10\|33.25\|32.41\|439659;2026-06-17\|32.19\|-0.95\|32.70\|32.91\|31.89\|500045;2026-06-18\|29.98\|-6.87\|32.00\|32.09\|29.86\|1105663;2026-06-22\|31.61\|5.44\|29.72\|32.05\|29.66\|1062083;2026-06-23\|30.59\|-3.23\|31.78\|31.78\|30.44\|659154;2026-06-24\|29.82\|-2.52\|30.68\|30.98\|29.79\|689147;2026-06-25\|30.10\|0.94\|29.75\|30.98\|29.40\|834572;2026-06-26\|28.43\|-5.55\|30.10\|30.21\|28.35\|808042;2026-06-29\|29.35\|3.24\|28.60\|29.75\|28.33\|757673;2026-06-30\|28.52\|-2.83\|29.20\|29.20\|28.21\|683212;2026-07-01\|29.99\|5.15\|28.52\|30.70\|28.43\|968155;2026-07-02\|29.63\|-1.20\|29.99\|30.61\|29.52\|645156;2026-07-03\|29.65\|0.07\|29.90\|30.45\|29.30\|578108;2026-07-06\|30.05\|1.35\|29.60\|30.18\|29.42\|629248;2026-07-07\|29.51\|-1.80\|29.85\|30.06\|29.43\|443040;2026-07-08\|29.37\|-0.47\|29.45\|29.65\|29.12\|349929;2026-07-09\|29.29\|-0.27\|29.30\|29.44\|28.96\|418756;2026-07-10\|29.62\|1.13\|29.29\|30.02\|28.83\|517583;2026-07-13\|29.59\|-0.10\|29.55\|29.76\|29.21\|456749;2026-07-14\|30.02\|1.45\|29.62\|30.05\|28.93\|589599;2026-07-15\|31.36\|4.46\|29.94\|31.59\|29.94\|925788;2026-07-16\|31.03\|-1.05\|31.15\|31.47\|30.61\|584262;2026-07-17\|29.75\|-0.44\|30.02\|30.23\|29.48\|670862;2026-07-20\|31.63\|6.32\|29.79\|31.83\|29.75\|1083112;2026-07-21\|31.63\|0.00\|31.80\|32.41\|31.11\|930551;2026-07-22\|32.75\|3.54\|31.31\|32.80\|31.08\|861371;2026-07-23\|32.81\|0.18\|32.75\|32.90\|32.23\|530273;2026-07-24\|31.95\|-2.62\|32.79\|33.09\|31.55\|708909
41616	涨停揭秘：指南针子公司网信证券完成更名麦高证券，牌照价值重估叠加金融IT自主可控逻辑强化，市场给予估值溢价；涨停缘由：麦高证券更名落地，牌照稀缺性凸显；公司金融信息服务市占率稳居前三，2026年Q1B端客户数同比增长28%；AI投顾系统接入多家中小券商；资金逻辑：小市值金融科技标的，涨停前获融资客加仓超1.4亿元，游资与量化资金共振，换手率升至24.6%；风险提示：证券子公司盈利能力尚未完全释放，短期业绩贡献有限，估值提升依赖持续事件催化	国内经营经验丰富的金融信息服务提供商之一，子公司网信证券名称将变更为麦高证券	2026-03-17\|106.57\|1.55\|105.01\|110.89\|104.66\|294186;2026-03-18\|106.00\|-0.53\|106.83\|106.99\|104.80\|144852;2026-03-19\|104.96\|-0.98\|104.88\|106.83\|104.42\|145231;2026-03-20\|101.40\|-3.39\|105.63\|105.96\|101.35\|160684;2026-03-23\|99.96\|-1.42\|99.99\|103.00\|99.20\|212748;2026-03-24\|99.69\|-0.27\|101.85\|102.35\|97.50\|190655;2026-03-25\|100.96\|1.27\|99.39\|102.55\|99.25\|173692;2026-03-26\|97.03\|-3.89\|100.71\|100.99\|96.87\|154997;2026-03-27\|98.40\|1.41\|96.74\|99.78\|96.45\|132386;2026-03-30\|98.90\|0.51\|97.01\|99.77\|97.01\|104031;2026-03-31\|97.28\|-1.64\|98.87\|101.75\|97.18\|126968;2026-04-01\|100.25\|3.05\|99.12\|101.60\|99.12\|176309;2026-04-02\|98.00\|-2.24\|99.62\|100.40\|97.32\|108887;2026-04-03\|94.80\|-3.27\|98.20\|99.00\|94.78\|140564;2026-04-07\|95.56\|0.80\|95.00\|96.30\|94.28\|94184;2026-04-08\|102.95\|7.73\|98.10\|103.60\|98.10\|281788;2026-04-09\|98.65\|-4.18\|100.80\|100.82\|98.61\|161840;2026-04-10\|101.68\|3.07\|100.30\|106.00\|100.07\|338549;2026-04-13\|102.66\|0.96\|101.03\|104.53\|99.84\|224708;2026-04-14\|103.85\|1.16\|103.78\|104.28\|101.66\|202563;2026-04-15\|101.32\|-2.44\|104.50\|104.88\|100.88\|159013;2026-04-16\|99.82\|-1.48\|100.10\|101.14\|97.57\|214195;2026-04-17\|99.54\|-0.28\|99.17\|100.28\|97.69\|190714;2026-04-20\|100.83\|1.30\|99.55\|102.19\|99.31\|171721;2026-04-21\|98.97\|-1.84\|100.20\|100.20\|97.82\|143394;2026-04-22\|100.96\|2.01\|98.50\|101.40\|97.80\|170183;2026-04-23\|98.17\|-2.76\|100.72\|100.72\|97.12\|169889;2026-04-24\|96.06\|-2.15\|98.63\|98.68\|95.50\|133373;2026-04-27\|96.85\|0.82\|96.51\|99.14\|96.50\|130220;2026-04-28\|96.02\|-0.86\|96.05\|98.30\|95.50\|138662;2026-04-29\|97.34\|1.37\|95.54\|97.82\|95.48\|136245;2026-04-30\|98.39\|1.08\|96.88\|100.99\|96.69\|188395;2026-05-06\|103.00\|4.69\|98.81\|105.33\|98.81\|325251;2026-05-07\|104.00\|0.97\|104.20\|105.81\|102.50\|198052;2026-05-08\|103.11\|-0.86\|103.02\|103.88\|101.75\|147400;2026-05-11\|108.54\|5.27\|103.50\|109.87\|103.21\|417744;2026-05-12\|107.06\|-1.36\|108.00\|109.19\|106.20\|237554;2026-05-13\|106.90\|-0.15\|106.47\|107.00\|103.73\|203469;2026-05-14\|101.71\|-4.86\|106.90\|107.81\|101.71\|216343;2026-05-15\|99.46\|-2.21\|101.72\|103.94\|98.78\|230218;2026-05-18\|100.62\|1.17\|99.00\|102.38\|98.61\|175733;2026-05-19\|100.89\|0.27\|101.01\|101.40\|97.88\|180400;2026-05-20\|100.11\|-0.77\|100.60\|101.35\|99.12\|129929;2026-05-21\|101.73\|1.62\|100.80\|109.30\|100.80\|471253;2026-05-22\|98.19\|-3.48\|101.78\|102.68\|96.66\|321048;2026-05-25\|99.84\|1.68\|98.80\|103.18\|98.03\|219754;2026-05-26\|100.81\|0.97\|98.58\|101.68\|97.28\|238101;2026-05-27\|97.14\|-3.64\|99.65\|101.50\|96.82\|206623;2026-05-28\|95.44\|-1.75\|96.40\|96.49\|92.31\|238325;2026-05-29\|91.85\|-3.76\|95.46\|97.27\|91.35\|214160;2026-06-01\|91.13\|-0.78\|91.30\|93.98\|90.65\|190982;2026-06-02\|89.69\|-1.58\|91.00\|91.30\|87.52\|186783;2026-06-03\|88.95\|-0.83\|88.91\|92.22\|87.67\|207229;2026-06-04\|87.51\|-1.62\|88.57\|89.60\|87.02\|137231;2026-06-05\|83.98\|-4.03\|87.87\|87.98\|83.88\|182600;2026-06-08\|80.68\|-3.93\|81.63\|84.88\|80.00\|178067;2026-06-09\|83.08\|2.97\|81.09\|83.20\|80.02\|173951;2026-06-10\|80.35\|-3.29\|82.28\|82.77\|79.60\|152523;2026-06-11\|78.37\|-2.46\|80.01\|80.89\|77.70\|143480;2026-06-12\|86.20\|9.99\|79.85\|87.88\|78.97\|427027;2026-06-15\|93.20\|8.12\|86.70\|96.77\|85.60\|475409;2026-06-16\|96.50\|3.54\|93.20\|99.28\|91.95\|375837;2026-06-17\|97.79\|1.34\|96.00\|98.42\|95.46\|273868;2026-06-18\|95.76\|-2.08\|97.70\|98.71\|95.00\|228795;2026-06-22\|105.60\|10.28\|95.04\|106.24\|93.56\|640050;2026-06-23\|103.60\|-1.89\|104.00\|107.80\|102.80\|455519;2026-06-24\|98.02\|-5.39\|102.00\|103.18\|97.39\|326882;2026-06-25\|102.05\|4.11\|98.00\|105.27\|96.36\|405393;2026-06-26\|94.79\|-7.11\|102.73\|103.00\|94.59\|303780;2026-06-29\|90.97\|-4.03\|94.97\|96.02\|90.51\|268725;2026-06-30\|91.67\|0.77\|91.69\|92.25\|89.45\|212688;2026-07-01\|96.42\|5.18\|91.00\|99.50\|90.15\|439280;2026-07-02\|88.99\|-7.71\|94.98\|97.47\|88.69\|315584;2026-07-03\|87.54\|-1.63\|89.93\|90.87\|87.54\|198211;2026-07-06\|85.00\|-2.90\|88.92\|89.57\|84.88\|173049;2026-07-07\|82.49\|-2.95\|84.50\|85.18\|82.00\|140140;2026-07-08\|79.97\|-3.05\|82.21\|82.99\|79.88\|173396;2026-07-09\|83.78\|4.76\|80.11\|83.86\|79.80\|224165;2026-07-10\|81.31\|-2.95\|83.00\|84.19\|81.27\|185518;2026-07-13\|78.30\|-3.70\|80.87\|81.17\|78.25\|170493;2026-07-14\|79.10\|1.02\|78.30\|79.55\|75.70\|168709;2026-07-15\|80.78\|2.12\|78.16\|82.88\|78.07\|217249;2026-07-16\|79.51\|-1.57\|79.40\|81.00\|78.28\|151551;2026-07-17\|79.98\|0.59\|80.07\|83.00\|79.61\|283557;2026-07-20\|82.97\|3.74\|80.00\|84.02\|79.99\|241990;2026-07-21\|84.00\|1.24\|83.54\|84.93\|80.51\|275444;2026-07-22\|81.06\|-3.50\|83.00\|83.00\|81.00\|186130;2026-07-23\|80.88\|-0.22\|80.60\|82.31\|79.45\|137158;2026-07-24\|73.96\|-8.56\|80.00\|80.00\|73.96\|218612
41615	涨停揭秘：问财HithinkGPT大模型支持多模态交互，中信证券一季报高增长验证大金融主线，激活金融科技情绪；涨停缘由：自研金融大模型问财HithinkGPT已上线文本、音频、图线、视频交互功能，适配券商投顾、量化交易等场景；中信证券一季度净利润同比+54.6%，带动大金融板块估值修复与科技赋能预期；资金逻辑：主力资金净流入2.15亿元，北向增持0.87亿元，与南华期货、指南针等金融科技股形成资金共振，量价齐升；风险提示：大模型商业化落地节奏慢，当前收入贡献有限；金融监管政策变化可能影响产品迭代与客户拓展	公司拥有国内最多股民活跃用户，自研金融行业大模型—问财HithinkGPT大模型具备文本、音频、图线、视频等多模态交互能力	2026-03-17\|326.98\|2.89\|319.01\|337.36\|318.50\|149431;2026-03-18\|320.88\|-1.87\|324.01\|324.90\|315.00\|82852;2026-03-19\|322.33\|0.45\|316.20\|326.04\|315.31\|85800;2026-03-20\|316.10\|-1.93\|323.00\|324.87\|314.43\|90837;2026-03-23\|307.09\|-2.85\|309.44\|317.69\|306.05\|98676;2026-03-24\|305.99\|-0.36\|311.00\|311.50\|300.00\|83940;2026-03-25\|311.61\|1.84\|305.99\|315.39\|304.48\|82273;2026-03-26\|296.84\|-4.74\|309.95\|309.95\|295.18\|98415;2026-03-27\|300.92\|1.37\|293.24\|304.85\|292.53\|62911;2026-03-30\|301.50\|0.19\|295.72\|302.73\|295.50\|48165;2026-03-31\|298.50\|-0.99\|301.99\|312.00\|297.18\|69502;2026-04-01\|305.70\|2.41\|305.49\|308.50\|302.49\|59213;2026-04-02\|298.10\|-2.49\|303.00\|303.00\|297.00\|55118;2026-04-03\|292.80\|-1.78\|300.58\|301.16\|292.71\|44423;2026-04-07\|293.40\|0.20\|293.19\|297.16\|291.66\|41874;2026-04-08\|319.39\|8.86\|302.18\|319.49\|301.55\|151860;2026-04-09\|308.08\|-3.54\|312.00\|312.03\|308.00\|79873;2026-04-10\|228.70\|5.68\|220.27\|236.25\|220.27\|227273;2026-04-13\|235.06\|2.78\|225.06\|240.75\|225.06\|179614;2026-04-14\|239.59\|1.93\|238.50\|239.82\|235.08\|157369;2026-04-15\|233.99\|-2.34\|242.00\|242.40\|232.11\|133322;2026-04-16\|239.77\|2.47\|236.00\|241.00\|234.63\|139386;2026-04-17\|240.88\|0.46\|237.40\|242.50\|234.03\|124346;2026-04-20\|246.49\|2.33\|240.30\|251.95\|239.00\|169078;2026-04-21\|245.77\|-0.29\|246.00\|249.80\|244.08\|104304;2026-04-22\|246.74\|0.39\|243.80\|248.99\|241.78\|124833;2026-04-23\|236.01\|-4.35\|249.11\|249.79\|233.98\|216256;2026-04-24\|228.52\|-3.17\|234.31\|235.85\|227.02\|142097;2026-04-27\|229.10\|0.25\|230.00\|236.40\|228.28\|116106;2026-04-28\|231.20\|0.92\|227.27\|235.68\|225.36\|134877;2026-04-29\|233.45\|0.97\|227.89\|234.20\|226.39\|125058;2026-04-30\|235.00\|0.66\|233.39\|246.00\|232.97\|208400;2026-05-06\|246.15\|4.74\|236.49\|250.00\|236.49\|267947;2026-05-07\|247.24\|0.44\|249.27\|252.00\|242.27\|185087;2026-05-08\|244.56\|-1.08\|244.00\|247.80\|241.71\|121670;2026-05-11\|255.06\|4.29\|244.20\|258.00\|244.15\|279609;2026-05-12\|251.92\|-1.23\|253.00\|255.50\|248.48\|174733;2026-05-13\|250.98\|-0.37\|249.50\|251.40\|243.20\|163838;2026-05-14\|237.00\|-5.57\|250.95\|252.67\|237.00\|192007;2026-05-15\|231.45\|-2.34\|238.00\|241.62\|230.10\|167755;2026-05-18\|228.00\|-1.49\|226.00\|230.88\|222.22\|155798;2026-05-19\|228.08\|0.04\|228.99\|229.98\|221.45\|135893;2026-05-20\|226.90\|-0.52\|226.33\|229.50\|224.00\|95450;2026-05-21\|236.20\|4.10\|229.59\|255.89\|229.02\|406184;2026-05-22\|226.87\|-3.95\|236.00\|239.49\|224.36\|248240;2026-05-25\|234.68\|3.44\|229.99\|236.70\|228.31\|188158;2026-05-26\|241.91\|3.08\|232.00\|246.00\|231.68\|231254;2026-05-27\|238.99\|-1.21\|239.75\|246.85\|238.05\|203608;2026-05-28\|236.52\|-1.03\|237.99\|239.98\|228.55\|190409;2026-05-29\|227.76\|-3.70\|237.00\|241.69\|226.92\|208488;2026-06-01\|228.87\|0.49\|226.60\|234.68\|222.60\|182280;2026-06-02\|226.23\|-1.15\|227.98\|228.66\|220.85\|174294;2026-06-03\|223.69\|-1.12\|224.02\|233.00\|219.73\|223563;2026-06-04\|221.20\|-1.11\|221.96\|225.39\|219.66\|134631;2026-06-05\|211.40\|-4.43\|221.00\|221.99\|211.00\|183654;2026-06-08\|204.90\|-3.07\|206.45\|212.38\|202.55\|142715;2026-06-09\|208.60\|1.81\|205.70\|209.69\|203.06\|125194;2026-06-10\|198.40\|-4.89\|206.00\|206.58\|195.60\|161414;2026-06-11\|193.04\|-2.70\|196.88\|199.55\|190.30\|145020;2026-06-12\|207.46\|7.47\|196.00\|211.31\|193.40\|272033;2026-06-15\|212.73\|2.54\|205.00\|222.56\|205.00\|264883;2026-06-16\|218.62\|2.77\|210.00\|220.60\|209.86\|199146;2026-06-17\|217.35\|-0.58\|217.99\|220.03\|216.30\|110916;2026-06-18\|214.69\|-1.22\|217.40\|219.00\|212.58\|132922;2026-06-22\|246.70\|14.91\|214.00\|246.80\|213.00\|424869;2026-06-23\|249.40\|1.09\|244.91\|258.36\|242.42\|422513;2026-06-24\|240.20\|-3.69\|246.24\|248.66\|237.00\|256630;2026-06-25\|259.00\|7.83\|242.10\|265.88\|239.30\|378020;2026-06-26\|242.00\|-6.56\|257.00\|259.47\|241.26\|269282;2026-06-29\|239.48\|-1.04\|242.50\|249.99\|236.88\|226391;2026-06-30\|241.00\|0.63\|238.63\|244.99\|233.90\|202832;2026-07-01\|258.00\|7.05\|238.49\|269.14\|238.49\|403474;2026-07-02\|247.65\|-4.01\|258.00\|264.45\|246.87\|261322;2026-07-03\|246.18\|-0.59\|250.02\|252.29\|242.58\|221197;2026-07-06\|245.01\|-0.48\|250.50\|253.50\|241.28\|202625;2026-07-07\|236.20\|-3.60\|242.00\|243.00\|235.01\|157618;2026-07-08\|225.77\|-4.42\|237.51\|242.44\|225.71\|196289;2026-07-09\|230.30\|2.01\|226.23\|231.50\|224.00\|177671;2026-07-10\|226.82\|-1.51\|227.49\|235.51\|224.53\|161723;2026-07-13\|216.39\|-4.60\|224.08\|225.18\|214.60\|168678;2026-07-14\|217.69\|0.60\|216.00\|218.88\|211.08\|131344;2026-07-15\|224.30\|3.04\|218.00\|231.00\|216.50\|196100;2026-07-16\|220.40\|-1.74\|221.00\|225.50\|218.00\|125015;2026-07-17\|215.56\|-2.20\|220.80\|226.80\|214.33\|209816;2026-07-20\|224.91\|4.34\|217.00\|229.00\|217.00\|188115;2026-07-21\|231.45\|2.91\|225.00\|231.45\|222.30\|235908;2026-07-22\|225.03\|-2.77\|227.00\|229.80\|223.68\|143459;2026-07-23\|228.34\|1.47\|225.51\|230.62\|222.20\|127411;2026-07-24\|214.65\|-6.00\|225.96\|226.35\|214.64\|152493
41614	涨停揭秘：财富趋势旗下通达信占据国内证券行情交易系统市占率第一，受益于券商IT投入加大、交易系统国产替代及AI终端升级需求；涨停缘由：2026年Q1券商IT采购预算同比+35%，通达信适配鸿蒙NEXT及Wind终端，新增客户含12家头部券商；AI选股模块付费用户数环比+41%；资金逻辑：机构资金提前埋伏，北向持股单周增仓120万股，融资余额创年内新高，板块内指南针涨停形成映射效应；风险提示：下游券商资本开支节奏存在不确定性，新产品推广进度或不及预期	公司旗下“通达信”在国内证券行情交易系统市场市占率第一	2026-03-17\|118.23\|0.79\|117.61\|122.30\|117.32\|41986;2026-03-18\|117.39\|-0.71\|118.00\|118.66\|116.41\|19684;2026-03-19\|115.64\|-1.49\|115.89\|117.69\|115.01\|22193;2026-03-20\|111.60\|-3.49\|115.72\|116.78\|111.60\|26840;2026-03-23\|108.30\|-2.96\|109.23\|112.55\|107.08\|31297;2026-03-24\|109.14\|0.78\|110.46\|110.76\|106.53\|23158;2026-03-25\|109.79\|0.60\|108.59\|112.00\|108.51\|23276;2026-03-26\|104.81\|-4.54\|109.21\|109.70\|104.58\|22971;2026-03-27\|107.26\|2.34\|103.00\|108.46\|103.00\|22840;2026-03-30\|106.05\|-1.13\|105.11\|107.79\|105.10\|16607;2026-03-31\|104.80\|-1.18\|105.85\|108.70\|104.18\|19932;2026-04-01\|107.62\|2.69\|107.80\|107.98\|106.00\|19314;2026-04-02\|104.28\|-3.10\|107.23\|107.23\|103.40\|18880;2026-04-03\|101.65\|-2.52\|106.00\|106.00\|101.30\|16685;2026-04-07\|102.84\|1.17\|102.30\|103.67\|101.01\|12979;2026-04-08\|113.86\|10.72\|105.88\|115.35\|105.65\|55266;2026-04-09\|109.12\|-4.16\|111.46\|111.99\|108.80\|27874;2026-04-10\|111.97\|2.61\|110.28\|116.76\|110.28\|56830;2026-04-13\|112.00\|0.03\|109.38\|114.50\|109.38\|35058;2026-04-14\|115.00\|2.68\|113.42\|115.33\|112.30\|36705;2026-04-15\|113.19\|-1.57\|116.00\|116.00\|112.04\|30305;2026-04-16\|114.03\|0.74\|113.60\|115.59\|112.65\|31822;2026-04-17\|114.43\|0.35\|113.40\|115.25\|111.78\|28406;2026-04-20\|115.50\|0.94\|114.44\|116.90\|114.44\|31065;2026-04-21\|114.05\|-1.26\|115.00\|115.70\|112.63\|24630;2026-04-22\|115.58\|1.34\|113.34\|116.70\|112.83\|31186;2026-04-23\|112.93\|-2.29\|115.55\|116.29\|111.80\|25857;2026-04-24\|110.30\|-2.33\|112.03\|113.00\|109.00\|26297;2026-04-27\|111.09\|0.72\|110.09\|112.60\|110.08\|20036;2026-04-28\|109.15\|-1.75\|111.00\|112.59\|108.60\|26649;2026-04-29\|110.25\|1.01\|108.21\|110.91\|108.20\|23258;2026-04-30\|111.00\|0.68\|109.11\|114.80\|109.11\|36243;2026-05-06\|118.00\|6.31\|111.90\|121.99\|111.89\|70671;2026-05-07\|120.73\|2.31\|119.00\|120.73\|118.00\|45539;2026-05-08\|119.41\|-1.09\|119.19\|120.30\|117.10\|38839;2026-05-11\|122.38\|2.49\|119.00\|124.70\|118.18\|64218;2026-05-12\|121.80\|-0.47\|121.00\|123.50\|119.84\|40139;2026-05-13\|119.82\|-1.63\|120.91\|121.49\|118.00\|36959;2026-05-14\|115.50\|-3.61\|120.55\|121.18\|115.50\|36686;2026-05-15\|114.56\|-0.81\|115.06\|119.23\|113.00\|39367;2026-05-18\|118.55\|3.48\|113.65\|121.96\|113.03\|49593;2026-05-19\|118.91\|0.30\|119.00\|119.51\|116.00\|28613;2026-05-20\|117.89\|-0.86\|117.60\|120.00\|117.19\|25951;2026-05-21\|118.86\|0.82\|119.00\|129.00\|118.40\|80624;2026-05-22\|115.39\|-2.92\|118.90\|120.00\|114.23\|51946;2026-05-25\|120.55\|4.47\|116.88\|120.89\|116.00\|50913;2026-05-26\|122.45\|1.58\|119.71\|124.58\|117.70\|50863;2026-05-27\|120.32\|-1.74\|121.28\|125.61\|120.02\|50817;2026-05-28\|117.84\|-2.06\|120.30\|120.32\|113.88\|51044;2026-05-29\|112.00\|-4.96\|118.19\|120.20\|111.25\|50176;2026-06-01\|114.49\|2.22\|110.80\|118.30\|110.21\|56171;2026-06-02\|114.90\|0.36\|115.18\|117.30\|111.60\|36710;2026-06-03\|119.25\|3.79\|114.00\|122.89\|112.04\|75631;2026-06-04\|118.07\|-0.99\|119.01\|121.00\|116.80\|33890;2026-06-05\|82.70\|-1.62\|84.00\|85.24\|81.22\|46276;2026-06-08\|79.89\|-3.40\|80.00\|84.00\|78.88\|49278;2026-06-09\|79.68\|-0.26\|80.88\|82.01\|77.99\|49627;2026-06-10\|69.56\|-12.70\|79.00\|79.17\|69.51\|114385;2026-06-11\|64.40\|-7.42\|68.00\|69.00\|62.62\|107385;2026-06-12\|71.38\|10.84\|65.16\|72.86\|64.58\|120470;2026-06-15\|73.80\|3.39\|70.88\|78.21\|70.76\|105698;2026-06-16\|74.73\|1.26\|73.00\|76.99\|72.81\|68442;2026-06-17\|74.77\|0.05\|74.36\|75.72\|73.47\|52369;2026-06-18\|72.99\|-2.38\|75.00\|75.88\|72.26\|49551;2026-06-22\|82.86\|13.52\|72.77\|82.96\|71.90\|129517;2026-06-23\|85.37\|3.03\|81.00\|86.86\|80.01\|132606;2026-06-24\|81.20\|-4.88\|82.88\|84.96\|80.30\|90466;2026-06-25\|80.57\|-0.78\|78.00\|84.20\|77.55\|127374;2026-06-26\|73.10\|-9.27\|78.72\|81.43\|73.08\|96440;2026-06-29\|72.31\|-1.08\|72.86\|74.89\|70.24\|61656;2026-06-30\|71.31\|-1.38\|71.77\|72.48\|70.61\|60899;2026-07-01\|81.50\|14.29\|71.00\|85.57\|70.50\|173980;2026-07-02\|80.09\|-1.73\|82.50\|85.47\|79.77\|139940;2026-07-03\|78.12\|-2.46\|80.58\|83.54\|77.86\|88835;2026-07-06\|75.22\|-3.71\|78.99\|79.77\|74.90\|74295;2026-07-07\|72.61\|-3.47\|74.99\|75.59\|71.90\|53955;2026-07-08\|71.31\|-1.79\|72.66\|73.98\|70.70\|60211;2026-07-09\|74.00\|3.77\|71.34\|74.78\|70.84\|70237;2026-07-10\|71.86\|-2.89\|73.20\|75.75\|71.50\|69759;2026-07-13\|68.60\|-4.54\|71.88\|72.30\|68.00\|61682;2026-07-14\|69.50\|1.31\|68.30\|69.60\|65.70\|51181;2026-07-15\|71.50\|2.88\|69.00\|73.05\|68.41\|61765;2026-07-16\|70.50\|-1.40\|70.00\|72.48\|69.15\|45700;2026-07-17\|68.18\|-3.29\|70.67\|73.60\|67.90\|71795;2026-07-20\|69.74\|2.29\|67.70\|71.00\|67.70\|52331;2026-07-21\|71.58\|2.64\|69.05\|71.60\|68.33\|61714;2026-07-22\|68.80\|-3.88\|70.70\|70.70\|68.53\|46786;2026-07-23\|69.30\|0.73\|69.01\|70.28\|67.65\|32442;2026-07-24\|64.49\|-6.94\|67.49\|68.49\|64.20\|48638
41613	开盘啦实控人任董事长+金融科技行业原因：市场交投持续活跃，据同花顺iFinD数据，截至13时46分，沪深京三市成交额超3万亿元，较上日此时放量3923亿元，预计全天成交金额约3.8万亿元。公司原因： 1、据2026年6月19日及6月18日公告，公司完成董事会换届，选举战略股东、开盘啦实控人卓海杭为董事长，聘任陈向军为名誉董事长。 2、据2026年4月15日年报及4月29日业绩说明会，公司全力拓展互联网证券信息服务，自主开发融合AI技术的股票行情分析APP，并深化与东亚前海证券的业务合作。 3、据2026年4月15日年报，公司为近400家银行提供金融科技服务，产品覆盖超10万个银行营业网点，约占全国银行业网点总数的45%，同时涉及跨境电商、移动信息服务等领域。	金融科技服务商；公司持续关注数字人民币的发展及其衍生的市场机遇，公司现有技术和业务团队具备为银行客户提供数字人民币相关软件系统的服务能力	2026-03-17\|42.66\|3.62\|41.00\|43.92\|40.81\|657690;2026-03-18\|43.65\|2.32\|42.00\|44.16\|42.00\|567211;2026-03-19\|44.74\|2.50\|43.68\|45.55\|43.35\|586146;2026-03-20\|42.70\|-4.56\|43.99\|44.40\|42.50\|469863;2026-03-23\|47.02\|10.12\|42.70\|49.38\|42.48\|1061717;2026-03-24\|46.43\|-1.25\|46.55\|46.55\|43.69\|745186;2026-03-25\|44.72\|-3.68\|44.86\|46.90\|44.38\|611910;2026-03-26\|42.24\|-5.55\|43.85\|44.40\|42.20\|521061;2026-03-27\|39.99\|-5.33\|41.29\|41.84\|39.09\|546922;2026-03-30\|38.88\|-2.78\|39.00\|39.50\|37.81\|375586;2026-03-31\|37.53\|-3.47\|38.51\|40.22\|37.51\|366370;2026-04-01\|37.63\|0.27\|38.45\|38.46\|37.28\|262750;2026-04-02\|35.42\|-5.87\|37.36\|37.56\|35.30\|344572;2026-04-03\|33.97\|-4.09\|36.03\|36.20\|33.70\|291056;2026-04-07\|33.70\|-0.79\|34.12\|34.57\|33.40\|215389;2026-04-08\|39.02\|15.79\|34.71\|40.20\|34.53\|887899;2026-04-09\|36.29\|-7.00\|37.06\|37.50\|36.22\|443944;2026-04-10\|38.17\|5.18\|36.71\|41.28\|36.68\|718675;2026-04-13\|38.14\|-0.08\|37.50\|38.85\|37.01\|416357;2026-04-14\|38.11\|-0.08\|38.31\|38.65\|37.53\|365566;2026-04-15\|37.06\|-2.76\|38.89\|39.00\|36.89\|290865;2026-04-16\|38.00\|2.54\|37.05\|38.36\|36.80\|342927;2026-04-17\|37.88\|-0.32\|37.65\|38.26\|37.16\|236636;2026-04-20\|38.19\|0.82\|37.88\|38.73\|37.83\|263483;2026-04-21\|37.51\|-1.78\|37.90\|37.91\|37.08\|183832;2026-04-22\|37.65\|0.37\|37.18\|38.08\|37.05\|211203;2026-04-23\|36.59\|-2.82\|37.30\|37.74\|36.44\|211221;2026-04-24\|35.90\|-1.89\|36.59\|36.73\|35.59\|174449;2026-04-27\|35.69\|-0.58\|36.24\|36.47\|35.51\|197081;2026-04-28\|35.22\|-1.32\|35.44\|36.08\|34.96\|209795;2026-04-29\|36.15\|2.64\|35.05\|36.58\|35.05\|246981;2026-04-30\|37.28\|3.13\|35.89\|38.14\|35.88\|388644;2026-05-06\|39.38\|5.63\|37.58\|40.16\|37.28\|543278;2026-05-07\|41.08\|4.32\|39.96\|41.75\|39.66\|557701;2026-05-08\|40.93\|-0.37\|40.40\|41.99\|40.10\|351086;2026-05-11\|43.34\|5.89\|40.77\|44.28\|40.75\|698520;2026-05-12\|42.42\|-2.12\|42.96\|44.02\|41.91\|470064;2026-05-13\|42.69\|0.64\|42.19\|43.59\|41.66\|383070;2026-05-14\|41.80\|-2.08\|42.00\|43.19\|41.50\|381562;2026-05-15\|39.37\|-5.81\|41.62\|42.00\|39.01\|485012;2026-05-18\|38.84\|-1.35\|39.17\|39.90\|38.54\|287245;2026-05-19\|41.38\|6.54\|38.83\|41.84\|38.15\|456850;2026-05-20\|41.62\|0.58\|41.30\|43.14\|41.22\|418254;2026-05-21\|40.87\|-1.80\|41.78\|44.62\|40.77\|614850;2026-05-22\|40.00\|-2.13\|40.82\|41.00\|39.11\|377507;2026-05-25\|39.51\|-1.23\|40.72\|41.90\|38.96\|334714;2026-05-26\|39.59\|0.20\|39.46\|40.62\|38.38\|340606;2026-05-27\|37.71\|-4.75\|39.09\|39.74\|37.50\|299770;2026-05-28\|39.57\|4.93\|37.78\|40.37\|36.53\|444625;2026-05-29\|38.68\|-2.25\|39.57\|40.60\|38.45\|373595;2026-06-01\|41.60\|7.55\|38.44\|42.93\|38.44\|691229;2026-06-02\|41.58\|-0.05\|41.14\|42.75\|39.88\|469647;2026-06-03\|35.13\|-15.51\|41.24\|43.10\|33.56\|1381376;2026-06-04\|33.18\|-5.55\|34.95\|34.95\|32.01\|757229;2026-06-05\|29.83\|-10.10\|32.49\|32.50\|29.60\|797301;2026-06-08\|27.89\|-6.50\|29.00\|30.91\|27.35\|650418;2026-06-09\|28.40\|1.83\|28.11\|28.90\|27.01\|537956;2026-06-10\|26.07\|-8.20\|27.90\|27.94\|25.86\|586903;2026-06-11\|24.70\|-5.26\|25.90\|25.90\|24.45\|514938;2026-06-12\|26.65\|7.89\|25.04\|28.10\|24.62\|846148;2026-06-15\|27.19\|2.03\|27.38\|28.87\|26.56\|730691;2026-06-16\|27.38\|0.70\|26.87\|27.98\|26.70\|460185;2026-06-17\|27.88\|1.83\|27.40\|28.00\|26.88\|403309;2026-06-18\|26.96\|-3.30\|27.61\|27.73\|26.83\|323292;2026-06-22\|32.35\|19.99\|28.12\|32.35\|27.55\|1135610;2026-06-23\|38.82\|20.00\|35.02\|38.82\|35.02\|1217452;2026-06-24\|38.54\|-0.72\|38.00\|39.66\|36.88\|1305318;2026-06-25\|38.62\|0.21\|37.51\|40.84\|37.40\|1368330;2026-06-26\|36.01\|-6.76\|38.10\|40.26\|35.98\|1061714;2026-06-29\|34.61\|-3.89\|34.89\|36.31\|34.17\|791931;2026-06-30\|34.97\|1.04\|34.00\|36.46\|33.31\|727773;2026-07-01\|38.52\|10.15\|34.97\|40.38\|34.37\|1096458;2026-07-02\|35.79\|-7.09\|38.01\|39.00\|35.75\|765927;2026-07-03\|35.16\|-1.76\|36.26\|37.21\|34.65\|577310;2026-07-06\|33.70\|-4.15\|35.72\|36.21\|33.60\|502034;2026-07-07\|33.07\|-1.87\|33.30\|34.44\|32.71\|547018;2026-07-08\|30.78\|-6.92\|32.70\|33.66\|30.48\|628617;2026-07-09\|31.55\|2.50\|30.30\|31.85\|30.07\|515188;2026-07-10\|31.10\|-1.43\|31.00\|32.28\|30.52\|440351;2026-07-13\|29.14\|-6.30\|30.77\|31.18\|29.00\|377171;2026-07-14\|29.15\|0.03\|29.36\|29.61\|28.00\|383563;2026-07-15\|30.61\|5.01\|29.36\|31.97\|28.73\|761723;2026-07-16\|31.49\|2.87\|30.15\|32.14\|29.50\|704656;2026-07-17\|30.70\|-2.51\|30.99\|34.00\|30.68\|959918;2026-07-20\|30.43\|-0.88\|29.00\|32.20\|29.00\|662423;2026-07-21\|31.74\|4.30\|30.13\|31.97\|29.26\|781702;2026-07-22\|29.51\|-7.03\|31.10\|31.45\|29.41\|669773;2026-07-23\|29.69\|0.61\|29.22\|30.98\|28.20\|461499;2026-07-24\|26.33\|-11.32\|29.02\|29.03\|26.30\|585979
41612	涨停揭秘：第一创业作为中小型特色券商，受益于大金融板块轮动及固收业务回暖预期；涨停缘由：公司以资产管理与固定收益为特色，当前债市企稳、理财规模回升背景下，固收类资管业务弹性凸显；大金融板块资金向中小市值标的扩散；资金逻辑：4月8日涨停当日量比达3.2，换手率显著放大，游资主导拉升，叠加融资余额阶段性回升，呈现短线资金博弈特征；风险提示：公司2025年三季报显示营收与净利润同比承压，经纪与投行业务尚未明显修复，短期缺乏业绩支撑	中小型券商，有固定收益特色的、以资产管理业务为核心的证券公司	2026-03-17\|7.71\|0.78\|7.68\|7.94\|7.60\|2513113;2026-03-18\|7.56\|-1.95\|7.65\|7.69\|7.44\|1646371;2026-03-19\|7.69\|1.72\|7.46\|7.83\|7.44\|2438453;2026-03-20\|7.39\|-3.90\|7.66\|7.78\|7.36\|1935710;2026-03-23\|7.35\|-0.54\|7.28\|7.59\|7.25\|2437641;2026-03-24\|7.63\|3.81\|7.40\|7.69\|7.12\|3023819;2026-03-25\|7.67\|0.52\|7.60\|7.79\|7.54\|2265598;2026-03-26\|7.51\|-2.09\|7.64\|7.68\|7.49\|1286735;2026-03-27\|7.46\|-0.67\|7.45\|7.65\|7.40\|1466927;2026-03-30\|7.41\|-0.67\|7.38\|7.56\|7.23\|1489218;2026-03-31\|7.13\|-3.78\|7.36\|7.54\|7.12\|1757500;2026-04-01\|7.32\|2.66\|7.25\|7.38\|7.16\|1423420;2026-04-02\|7.03\|-3.96\|7.27\|7.30\|6.99\|1530624;2026-04-03\|6.97\|-0.85\|7.04\|7.19\|6.94\|1053084;2026-04-07\|7.05\|1.15\|6.99\|7.09\|6.92\|822985;2026-04-08\|7.76\|10.07\|7.16\|7.76\|7.15\|4072452;2026-04-09\|7.65\|-1.42\|7.65\|7.74\|7.58\|2786987;2026-04-10\|7.81\|2.09\|7.81\|8.15\|7.76\|4020358;2026-04-13\|7.89\|1.02\|7.75\|7.99\|7.71\|2286460;2026-04-14\|7.91\|0.25\|7.94\|8.08\|7.79\|1815412;2026-04-15\|7.76\|-1.90\|7.92\|7.93\|7.72\|1329199;2026-04-16\|8.00\|3.09\|7.81\|8.08\|7.73\|2509052;2026-04-17\|7.96\|-0.50\|7.92\|8.07\|7.87\|1534171;2026-04-20\|7.89\|-0.88\|8.01\|8.02\|7.83\|1417220;2026-04-21\|7.75\|-1.77\|7.84\|7.88\|7.69\|1359691;2026-04-22\|7.96\|2.71\|7.73\|8.04\|7.66\|2191136;2026-04-23\|7.79\|-2.14\|7.92\|8.02\|7.75\|1365585;2026-04-24\|7.56\|-2.95\|7.76\|7.78\|7.50\|1358810;2026-04-27\|7.32\|-3.17\|7.57\|7.61\|7.22\|1527988;2026-04-28\|7.45\|1.78\|7.28\|7.59\|7.27\|1782746;2026-04-29\|7.52\|0.94\|7.50\|7.64\|7.42\|1311302;2026-04-30\|7.63\|1.46\|7.51\|7.85\|7.46\|1936734;2026-05-06\|7.67\|0.52\|7.64\|7.79\|7.62\|1709365;2026-05-07\|7.87\|2.61\|7.77\|7.97\|7.69\|2215814;2026-05-08\|7.82\|-0.64\|7.81\|7.94\|7.76\|1330897;2026-05-11\|7.85\|0.38\|7.78\|7.90\|7.73\|1850163;2026-05-12\|7.96\|1.40\|7.81\|8.07\|7.76\|2461419;2026-05-13\|7.88\|-1.00\|7.93\|8.05\|7.83\|1540420;2026-05-14\|7.67\|-2.67\|7.88\|7.95\|7.66\|1352026;2026-05-15\|7.46\|-2.74\|7.67\|7.72\|7.40\|1462368;2026-05-18\|7.54\|1.07\|7.42\|7.64\|7.38\|1093510;2026-05-19\|7.49\|-0.66\|7.53\|7.58\|7.37\|1071833;2026-05-20\|7.44\|-0.67\|7.44\|7.52\|7.33\|920927;2026-05-21\|7.33\|-1.48\|7.47\|7.82\|7.31\|2460239;2026-05-22\|7.19\|-1.91\|7.42\|7.45\|7.16\|1494400;2026-05-25\|7.34\|2.09\|7.24\|7.34\|7.10\|1341131;2026-05-26\|7.38\|0.55\|7.27\|7.53\|7.24\|1520885;2026-05-27\|7.19\|-2.57\|7.31\|7.53\|7.17\|1305320;2026-05-28\|7.04\|-2.09\|7.14\|7.19\|6.97\|1200479;2026-05-29\|7.00\|-0.57\|7.05\|7.18\|6.99\|1067481;2026-06-01\|7.04\|0.57\|6.99\|7.05\|6.92\|808722;2026-06-02\|6.93\|-1.56\|7.00\|7.03\|6.90\|919740;2026-06-03\|6.79\|-2.02\|6.90\|6.92\|6.78\|887486;2026-06-04\|6.60\|-2.80\|6.73\|6.83\|6.51\|1100352;2026-06-05\|6.49\|-1.67\|6.60\|6.64\|6.48\|770533;2026-06-08\|6.35\|-2.16\|6.35\|6.47\|6.25\|824531;2026-06-09\|6.37\|0.32\|6.36\|6.40\|6.28\|492852;2026-06-10\|6.36\|-0.16\|6.32\|6.39\|6.28\|612510;2026-06-11\|6.15\|-3.30\|6.31\|6.37\|6.12\|796196;2026-06-12\|6.38\|3.74\|6.20\|6.38\|6.14\|1026467;2026-06-15\|6.56\|2.82\|6.40\|6.75\|6.35\|1235642;2026-06-16\|6.56\|0.00\|6.51\|6.62\|6.46\|740388;2026-06-17\|6.51\|-0.76\|6.51\|6.60\|6.46\|574179;2026-06-18\|6.31\|-3.07\|6.49\|6.50\|6.30\|675376;2026-06-22\|6.78\|7.45\|6.27\|6.78\|6.26\|1584259;2026-06-23\|6.80\|0.29\|6.74\|7.01\|6.68\|1646757;2026-06-24\|6.67\|-1.91\|6.73\|6.89\|6.63\|969369;2026-06-25\|6.85\|2.70\|6.65\|6.91\|6.58\|1414167;2026-06-26\|6.49\|-5.26\|6.76\|6.83\|6.48\|1084019;2026-06-29\|6.53\|0.62\|6.49\|6.64\|6.42\|707655;2026-06-30\|6.57\|0.61\|6.47\|6.60\|6.42\|562900;2026-07-01\|6.79\|3.35\|6.54\|6.88\|6.51\|1186542;2026-07-02\|6.71\|-1.18\|6.75\|6.82\|6.66\|721739;2026-07-03\|6.74\|0.45\|6.74\|6.78\|6.67\|588568;2026-07-06\|6.73\|-0.15\|6.78\|6.82\|6.69\|528401;2026-07-07\|6.54\|-2.82\|6.71\|6.72\|6.52\|486116;2026-07-08\|6.51\|-0.46\|6.54\|6.61\|6.49\|357684;2026-07-09\|6.56\|0.77\|6.51\|6.58\|6.45\|479224;2026-07-10\|6.48\|-1.22\|6.55\|6.55\|6.42\|497733;2026-07-13\|6.40\|-1.23\|6.45\|6.48\|6.36\|420498;2026-07-14\|6.44\|0.62\|6.39\|6.47\|6.35\|374379;2026-07-15\|6.55\|1.71\|6.43\|6.58\|6.41\|524232;2026-07-16\|6.57\|0.31\|6.50\|6.57\|6.47\|416171;2026-07-17\|6.54\|0.62\|6.51\|6.75\|6.50\|977694;2026-07-20\|6.73\|2.91\|6.59\|6.87\|6.56\|880738;2026-07-21\|6.69\|-0.59\|6.68\|6.78\|6.61\|793493;2026-07-22\|6.56\|-1.94\|6.63\|6.65\|6.52\|568771;2026-07-23\|6.60\|0.61\|6.56\|6.62\|6.53\|482807;2026-07-24\|6.38\|-3.33\|6.54\|6.56\|6.37\|514315
41611	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头；公司和国内外绝大部分领先存储厂商之间均有广泛的合作，产品涉及NAND闪存以及DDR动态随机存储产品等	2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614
41610	存储芯片+算力+韶关国资行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.86亿元、同比增长107.84%，归母净利润8189.18万元实现扭亏，主因AI服务器需求拉动存储价格自2025年第二季度起大幅上涨，公司提前备货带动收入及毛利率提升。 2、据2026年4月10日年报，公司主营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等全品类存储产品，并计划以数据存储主业为根基向算力产业链延伸，已与科研院所及产业链企业合作。 3、据2026年4月27日互动易，朗科算力网站2.0已上线运行，全资子公司韶关乳源朗坤科技有限公司已签服务器小批量订单并实现部分交付，公司最终控制人为韶关市国资委。	全球存储应用领域解决方案提供商；公司主要经营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等存储产品，可穿戴设备、电脑外设等消费类电子产品	2026-03-17\|50.90\|11.62\|46.39\|52.49\|46.30\|560770;2026-03-18\|61.08\|20.00\|53.00\|61.08\|52.02\|510741;2026-03-19\|56.27\|-7.87\|58.17\|60.59\|55.63\|503711;2026-03-20\|52.08\|-7.45\|57.00\|57.60\|51.81\|386875;2026-03-23\|48.11\|-7.62\|50.09\|50.85\|47.47\|304569;2026-03-24\|47.59\|-1.08\|48.13\|48.20\|45.20\|355673;2026-03-25\|47.96\|0.78\|47.83\|50.75\|46.80\|459902;2026-03-26\|45.36\|-5.42\|45.90\|46.70\|45.00\|306197;2026-03-27\|44.44\|-2.03\|43.46\|45.26\|43.09\|218509;2026-03-30\|44.26\|-0.41\|44.05\|45.32\|43.65\|192134;2026-03-31\|41.70\|-5.78\|43.02\|43.19\|41.40\|250514;2026-04-01\|43.15\|3.48\|45.27\|45.30\|42.52\|286794;2026-04-02\|42.21\|-2.18\|44.52\|44.83\|41.91\|215683;2026-04-03\|41.45\|-1.80\|43.88\|43.88\|41.30\|139212;2026-04-07\|42.11\|1.59\|41.92\|43.54\|41.18\|191052;2026-04-08\|46.42\|10.24\|43.70\|46.69\|43.47\|345523;2026-04-09\|48.10\|3.62\|44.94\|48.42\|44.94\|400456;2026-04-10\|47.19\|-1.89\|47.83\|48.82\|46.02\|418950;2026-04-13\|49.70\|5.32\|46.50\|49.72\|46.49\|399641;2026-04-14\|51.80\|4.23\|50.80\|52.33\|49.71\|395208;2026-04-15\|48.77\|-5.85\|51.02\|51.70\|48.47\|333195;2026-04-16\|49.40\|1.29\|48.00\|49.82\|47.06\|255085;2026-04-17\|49.12\|-0.57\|49.26\|50.20\|48.71\|217123;2026-04-20\|49.22\|0.20\|48.76\|50.86\|48.55\|198155;2026-04-21\|49.40\|0.37\|48.81\|49.45\|47.61\|168643;2026-04-22\|48.91\|-0.99\|49.28\|49.59\|48.26\|159370;2026-04-23\|46.57\|-4.78\|49.71\|50.30\|46.26\|204377;2026-04-24\|46.40\|-0.36\|46.28\|47.12\|45.56\|137636;2026-04-27\|50.30\|8.41\|46.99\|52.19\|46.98\|298455;2026-04-28\|51.94\|3.26\|50.41\|53.30\|49.56\|378709;2026-04-29\|51.40\|-1.04\|48.60\|51.98\|48.60\|346073;2026-04-30\|52.27\|1.69\|51.41\|53.58\|49.80\|390370;2026-05-06\|62.72\|19.99\|56.63\|62.72\|56.60\|463247;2026-05-07\|66.30\|5.71\|65.27\|71.63\|65.27\|715590;2026-05-08\|63.85\|-3.70\|63.93\|66.16\|63.50\|434046;2026-05-11\|68.13\|6.70\|68.38\|70.46\|65.50\|507803;2026-05-12\|65.10\|-4.45\|67.23\|68.56\|64.15\|397339;2026-05-13\|70.25\|7.91\|63.63\|70.25\|62.46\|464125;2026-05-14\|66.97\|-4.67\|69.50\|70.73\|66.97\|393684;2026-05-15\|64.95\|-3.02\|66.85\|68.68\|64.00\|290083;2026-05-18\|72.70\|11.93\|66.01\|75.80\|65.98\|501055;2026-05-19\|72.22\|-0.66\|71.09\|75.77\|69.71\|449034;2026-05-20\|73.81\|2.20\|72.22\|75.58\|70.56\|389455;2026-05-21\|67.77\|-8.18\|74.12\|77.06\|67.30\|408370;2026-05-22\|68.04\|0.40\|69.50\|71.80\|65.55\|332247;2026-05-25\|71.72\|5.41\|68.01\|72.36\|64.64\|346567;2026-05-26\|64.53\|-10.03\|69.50\|69.70\|63.36\|320786;2026-05-27\|61.41\|-4.83\|66.67\|67.20\|60.90\|325126;2026-05-28\|62.42\|1.76\|60.46\|63.11\|60.12\|216460;2026-05-29\|58.69\|-5.98\|62.42\|63.49\|57.99\|256387;2026-06-01\|57.17\|-2.59\|59.73\|60.00\|56.92\|170863;2026-06-02\|58.08\|1.59\|57.62\|58.55\|54.80\|183821;2026-06-03\|59.66\|2.72\|58.11\|61.89\|57.92\|250260;2026-06-04\|67.43\|13.02\|58.96\|68.52\|58.75\|434652;2026-06-05\|68.33\|1.33\|66.43\|70.20\|65.13\|339144;2026-06-08\|64.15\|-6.12\|64.92\|66.60\|63.99\|228345;2026-06-09\|65.64\|2.32\|65.99\|66.75\|63.20\|255490;2026-06-10\|63.67\|-3.00\|64.00\|66.83\|63.01\|177962;2026-06-11\|62.66\|-1.59\|62.44\|63.58\|61.14\|164744;2026-06-12\|59.55\|-4.96\|66.00\|67.13\|59.48\|240373;2026-06-15\|62.59\|5.11\|61.50\|62.98\|60.30\|188920;2026-06-16\|64.13\|2.46\|63.03\|65.58\|62.41\|211680;2026-06-17\|67.47\|5.21\|62.50\|69.00\|61.64\|331165;2026-06-18\|70.35\|4.27\|67.01\|72.22\|67.01\|320141;2026-06-22\|73.72\|4.79\|71.09\|73.80\|69.48\|365854;2026-06-23\|70.91\|-3.81\|71.00\|75.55\|69.57\|316473;2026-06-24\|72.69\|2.51\|70.60\|73.04\|67.78\|277260;2026-06-25\|74.89\|3.03\|74.00\|76.30\|70.00\|415134;2026-06-26\|69.88\|-6.69\|72.00\|73.57\|68.40\|267482;2026-06-29\|71.48\|2.29\|69.87\|71.75\|65.88\|247659;2026-06-30\|76.17\|6.56\|70.00\|78.20\|66.98\|361611;2026-07-01\|73.68\|-3.27\|76.00\|81.60\|73.10\|384395;2026-07-02\|67.41\|-8.51\|70.18\|72.50\|67.02\|296540;2026-07-03\|67.35\|-0.09\|67.40\|70.29\|64.66\|228661;2026-07-06\|67.42\|0.10\|70.50\|70.50\|64.50\|226863;2026-07-07\|62.50\|-7.30\|64.51\|65.80\|61.65\|187811;2026-07-08\|59.16\|-5.34\|62.96\|63.63\|57.00\|205101;2026-07-09\|62.53\|5.70\|60.61\|62.66\|59.10\|175375;2026-07-10\|63.30\|1.23\|62.54\|69.68\|62.53\|258513;2026-07-13\|55.10\|-12.95\|62.44\|63.30\|54.76\|201356;2026-07-14\|58.17\|5.57\|56.20\|58.75\|54.41\|171356;2026-07-15\|52.46\|-9.82\|58.49\|59.33\|52.28\|184259;2026-07-16\|49.35\|-5.93\|51.80\|52.60\|48.90\|169758;2026-07-17\|43.75\|-11.35\|49.60\|49.88\|43.40\|192290;2026-07-20\|39.54\|-9.62\|45.00\|45.78\|38.00\|196511;2026-07-21\|44.60\|12.80\|40.74\|44.66\|35.10\|266739;2026-07-22\|43.24\|-3.05\|44.01\|45.62\|42.79\|199371;2026-07-23\|42.83\|-0.95\|43.56\|44.30\|42.30\|133016;2026-07-24\|41.84\|-2.31\|41.95\|43.20\|41.13\|109162
41609	电子元器件分销+元器件涨价+一季报增长行业原因：摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年4月8日公告，公司2026年第一季度营收11.49亿元，同比增长79.46%；归母净利润5162.53万元，同比增长152%，主要系人工智能算力、新能源汽车等领域需求旺盛，带动电子元器件销售增长所致。 2、据2025年年度报告，公司主营电子元器件B2B销售及PCBA业务，是电子制造产业中小批量电子元器件研发与采购的互联网平台企业；据2026年5月29日机构调研，公司依托数字化技术高效服务海量中小订单，业务覆盖数据合作、自有备货及寄售，为电子元器件线上分销领军企业之一。 3、据2026年5月29日机构调研，目前大多数元器件品类价格处于上涨通道，包括存储、MLCC等，公司凭借全球供应网络及与供应商的长期合作，在涨价行情下能优先获取货源并从中受益。	2025-09上市	2026-03-17\|154.99\|0.81\|152.70\|157.86\|151.00\|17196;2026-03-18\|167.78\|8.25\|155.01\|173.00\|155.00\|43810;2026-03-19\|161.28\|-3.87\|159.00\|162.88\|158.47\|25400;2026-03-20\|155.92\|-3.32\|160.00\|160.46\|155.66\|16055;2026-03-23\|149.29\|-4.25\|150.37\|154.47\|144.58\|14501;2026-03-24\|155.25\|3.99\|151.52\|155.59\|144.14\|17288;2026-03-25\|156.02\|0.50\|153.00\|157.85\|153.00\|16055;2026-03-26\|148.31\|-4.94\|153.53\|154.20\|148.00\|11955;2026-03-27\|147.58\|-0.49\|145.24\|149.79\|144.62\|7379;2026-03-30\|143.75\|-2.60\|143.28\|146.40\|142.02\|12713;2026-03-31\|134.20\|-6.64\|142.49\|142.49\|134.08\|15171;2026-04-01\|141.34\|5.32\|138.04\|141.88\|136.90\|14767;2026-04-02\|137.17\|-2.95\|140.96\|142.97\|136.35\|10377;2026-04-03\|132.90\|-3.11\|137.42\|138.88\|132.60\|9274;2026-04-07\|140.80\|5.94\|134.68\|143.58\|133.03\|16105;2026-04-08\|156.01\|10.80\|149.00\|161.00\|149.00\|29370;2026-04-09\|154.75\|-0.81\|153.21\|157.10\|153.21\|19316;2026-04-10\|156.31\|1.01\|155.99\|158.50\|155.19\|17059;2026-04-13\|158.59\|1.46\|153.80\|158.99\|153.39\|14365;2026-04-14\|165.00\|4.04\|160.07\|166.92\|159.02\|22971;2026-04-15\|159.99\|-3.04\|166.00\|166.50\|159.20\|23342;2026-04-16\|165.16\|3.23\|162.00\|166.77\|159.17\|19376;2026-04-17\|168.52\|2.03\|163.63\|169.30\|163.38\|19356;2026-04-20\|166.10\|-1.44\|168.00\|168.00\|165.07\|15199;2026-04-21\|167.20\|0.66\|166.08\|167.81\|163.51\|14390;2026-04-22\|167.80\|0.36\|166.00\|168.35\|163.67\|12931;2026-04-23\|163.72\|-2.43\|169.05\|169.05\|160.26\|14506;2026-04-24\|163.72\|0.00\|164.08\|166.60\|162.09\|10761;2026-04-27\|165.50\|1.09\|162.99\|166.98\|162.88\|11728;2026-04-28\|162.10\|-2.05\|164.58\|166.00\|160.74\|10306;2026-04-29\|162.97\|0.54\|161.32\|164.50\|158.67\|10068;2026-04-30\|163.90\|0.57\|162.64\|165.08\|160.10\|11698;2026-05-06\|170.29\|3.90\|168.00\|173.69\|168.00\|26200;2026-05-07\|171.93\|0.96\|168.52\|172.23\|167.32\|22023;2026-05-08\|174.58\|1.54\|169.73\|176.99\|168.33\|24872;2026-05-11\|176.85\|1.30\|179.00\|183.08\|176.03\|31635;2026-05-12\|170.03\|-3.86\|174.50\|174.50\|169.00\|22938;2026-05-13\|172.06\|1.19\|167.30\|172.82\|164.02\|20518;2026-05-14\|167.60\|-2.59\|172.06\|174.49\|167.50\|17770;2026-05-15\|169.10\|0.90\|168.11\|177.01\|162.28\|24242;2026-05-18\|171.89\|1.65\|169.38\|175.58\|166.99\|21198;2026-05-19\|170.12\|-1.03\|171.00\|171.48\|165.50\|16358;2026-05-20\|177.40\|4.28\|169.54\|181.30\|168.00\|33702;2026-05-21\|162.12\|-8.61\|178.45\|180.27\|161.16\|31936;2026-05-22\|171.10\|5.54\|165.03\|172.00\|165.03\|25503;2026-05-25\|199.62\|16.67\|175.11\|204.00\|175.11\|61702;2026-05-26\|199.40\|-0.11\|198.91\|205.00\|190.30\|43798;2026-05-27\|210.00\|5.32\|199.40\|218.00\|190.00\|61334;2026-05-28\|242.61\|15.53\|201.44\|251.33\|195.00\|65962;2026-05-29\|174.07\|-6.53\|184.57\|205.00\|172.46\|93427;2026-06-01\|176.42\|1.35\|173.00\|198.80\|173.00\|85285;2026-06-02\|211.70\|20.00\|168.06\|211.70\|164.45\|94482;2026-06-03\|206.00\|-2.69\|211.56\|218.96\|201.68\|81715;2026-06-04\|224.25\|8.86\|202.23\|227.99\|202.23\|76170;2026-06-05\|218.01\|-2.78\|221.51\|232.99\|216.28\|58240;2026-06-08\|192.20\|-11.84\|202.00\|213.50\|190.52\|54207;2026-06-09\|204.77\|6.54\|197.00\|219.57\|186.97\|67415;2026-06-10\|184.18\|-10.06\|198.00\|198.66\|181.00\|46408;2026-06-11\|178.10\|-3.30\|181.01\|188.00\|174.15\|43392;2026-06-12\|171.55\|-3.68\|183.63\|186.66\|168.00\|46029;2026-06-15\|184.80\|7.72\|172.96\|186.51\|172.96\|49853;2026-06-16\|188.02\|1.74\|187.00\|192.80\|182.61\|43379;2026-06-17\|191.00\|1.58\|181.03\|193.99\|180.00\|60635;2026-06-18\|198.59\|3.97\|185.72\|202.00\|185.17\|60700;2026-06-22\|201.24\|1.33\|198.59\|209.86\|191.63\|61563;2026-06-23\|181.00\|-10.06\|193.80\|195.70\|177.88\|45025;2026-06-24\|178.91\|-1.15\|177.77\|183.88\|174.01\|32283;2026-06-25\|189.39\|5.86\|183.00\|190.00\|180.03\|41207;2026-06-26\|171.40\|-9.50\|186.38\|186.40\|171.33\|38122;2026-06-29\|165.40\|-3.50\|169.52\|174.60\|160.20\|28028;2026-06-30\|174.39\|5.44\|163.00\|175.90\|161.01\|28904;2026-07-01\|167.20\|-4.12\|173.97\|175.00\|166.58\|25939;2026-07-02\|158.58\|-5.16\|161.00\|166.36\|157.40\|22301;2026-07-03\|157.92\|-0.42\|156.89\|162.50\|155.02\|16924;2026-07-06\|154.71\|-2.03\|162.22\|163.30\|152.00\|19873;2026-07-07\|163.34\|5.58\|171.03\|175.00\|160.13\|41888;2026-07-08\|154.51\|-5.41\|159.60\|162.00\|152.70\|29440;2026-07-09\|158.19\|2.38\|157.29\|159.88\|148.28\|31686;2026-07-10\|154.58\|-2.28\|158.22\|166.70\|154.09\|33078;2026-07-13\|140.31\|-9.23\|150.99\|153.90\|139.12\|32297;2026-07-14\|145.45\|3.66\|142.67\|145.50\|135.66\|26464;2026-07-15\|138.76\|-4.60\|146.48\|147.29\|138.01\|16976;2026-07-16\|134.44\|-3.11\|137.00\|139.88\|133.41\|15907;2026-07-17\|122.57\|-8.83\|134.43\|134.43\|121.01\|21093;2026-07-20\|113.62\|-7.30\|125.02\|126.01\|110.34\|25029;2026-07-21\|122.65\|7.95\|114.40\|123.00\|105.70\|30071;2026-07-22\|121.48\|-0.95\|122.65\|125.68\|120.65\|23888;2026-07-23\|120.88\|-0.49\|121.55\|125.00\|119.74\|15949;2026-07-24\|118.50\|-1.97\|118.04\|121.50\|117.01\|13557
41608	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-03-17\|124.80\|-5.02\|131.43\|131.66\|124.80\|63934;2026-03-18\|133.38\|6.88\|127.29\|133.80\|125.65\|114938;2026-03-19\|130.00\|-2.53\|131.51\|135.30\|128.58\|101696;2026-03-20\|124.62\|-4.14\|131.00\|132.02\|123.67\|82619;2026-03-23\|112.00\|-10.13\|120.10\|120.60\|111.13\|111657;2026-03-24\|111.98\|-0.02\|114.24\|114.80\|108.02\|85292;2026-03-25\|114.60\|2.34\|113.01\|117.35\|112.81\|78670;2026-03-26\|109.67\|-4.30\|112.94\|113.53\|109.10\|63195;2026-03-27\|107.30\|-2.16\|107.70\|109.60\|104.50\|82586;2026-03-30\|106.48\|-0.76\|105.18\|107.50\|105.02\|51656;2026-03-31\|103.12\|-3.16\|105.23\|106.60\|103.00\|59505;2026-04-01\|105.63\|2.43\|107.45\|107.90\|103.89\|59513;2026-04-02\|103.30\|-2.21\|106.50\|107.20\|103.01\|57549;2026-04-03\|102.02\|-1.24\|103.30\|104.44\|101.47\|39174;2026-04-07\|101.38\|-0.63\|102.75\|104.98\|101.25\|56356;2026-04-08\|112.80\|11.26\|105.00\|112.88\|104.00\|113210;2026-04-09\|110.90\|-1.68\|109.80\|112.22\|107.72\|94307;2026-04-10\|113.88\|2.69\|113.00\|116.20\|112.38\|91258;2026-04-13\|116.15\|1.99\|113.80\|117.89\|113.49\|96075;2026-04-14\|127.80\|10.03\|118.58\|129.85\|117.30\|179535;2026-04-15\|123.16\|-3.63\|130.80\|130.90\|122.38\|153134;2026-04-16\|123.20\|0.03\|122.22\|125.00\|119.60\|100260;2026-04-17\|121.22\|-1.61\|122.16\|122.18\|119.57\|91605;2026-04-20\|119.83\|-1.15\|120.77\|122.66\|119.11\|89480;2026-04-21\|119.14\|-0.58\|119.77\|120.50\|115.80\|66744;2026-04-22\|125.90\|5.67\|118.99\|126.88\|117.40\|124670;2026-04-23\|121.89\|-3.19\|127.92\|128.85\|120.00\|97858;2026-04-24\|121.50\|-0.32\|122.88\|126.90\|121.00\|96570;2026-04-27\|125.65\|4.01\|123.00\|128.79\|121.68\|127839;2026-04-28\|111.90\|-10.94\|110.00\|116.00\|103.88\|197828;2026-04-29\|112.30\|0.36\|110.34\|114.80\|107.35\|141764;2026-04-30\|123.49\|9.96\|115.60\|129.80\|115.50\|174719;2026-05-06\|131.00\|6.08\|128.70\|136.80\|126.31\|182810;2026-05-07\|134.80\|2.90\|131.68\|137.96\|128.10\|161558;2026-05-08\|130.65\|-3.08\|131.94\|133.90\|129.30\|114206;2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|174192;2026-07-13\|185.00\|-9.32\|198.08\|204.00\|182.88\|130063;2026-07-14\|197.93\|6.99\|186.55\|199.00\|184.02\|115443;2026-07-15\|173.32\|-12.43\|204.00\|204.93\|171.88\|149757;2026-07-16\|158.29\|-8.67\|166.36\|174.89\|156.30\|122041;2026-07-17\|132.10\|-16.55\|156.22\|157.90\|130.03\|157162;2026-07-20\|118.50\|-10.30\|138.10\|140.00\|112.00\|161968;2026-07-21\|133.92\|13.01\|121.10\|135.31\|105.40\|204335;2026-07-22\|132.41\|-1.13\|131.39\|141.49\|129.00\|145799;2026-07-23\|124.00\|-6.35\|135.00\|136.38\|123.00\|100847;2026-07-24\|127.52\|2.84\|122.02\|132.00\|120.01\|109503
41607	商业航天+AI数据库+GPU-Native 行业原因： 1、据上海证券报1月10日报道，我国2025年12月向ITU申报超20万颗卫星频轨资源，规模空前。 2、据证券时报，当地时间1月9日，美国联邦通信委员会批准下一代卫星星座计划，授权SpaceX在现有已部署8000颗卫星的基础上，增加部署运营7500颗第二代星链卫星，全球获批在轨运行的二代卫星总数超1.5万颗。公司原因： 1、据2024年5月21日官微，公司冠名我国首颗商业红外气象卫星“星环号·南信大星”，该卫星将用于山火监测、能源电力等场景，受益商业航天概念热度。 2、据2025年12月17日东吴证券研报，公司GPU-Native数据库布局领先，被IDC评为向量数据库代表厂商，预计2025-2027年营收4.26/4.88/5.83亿元，首获“买入”评级。 3、据2025年半年报，分布式图数据库StellarDB6.0，针对部分高并发短查询场景中大幅提升性能，同时也支持MCP协议，赋能外部应用便捷访问和检索。公司的数据云平台TDC5.1支持异构算力融合，对多个异构GPU集群实现统一的池化管理，并进一步升级模型调度能力，对不同尺寸的模型进行统一调度管理。 4、据2025年4月26日年报，公司专注大数据基础软件，打造“Data×AI”产品矩阵，提供多模态知识平台及大模型运营平台，服务金融、政府、能源等行业。	向量数据库龙头	2026-03-17\|179.20\|-20.00\|223.68\|223.68\|179.20\|152263;2026-03-18\|179.97\|0.43\|177.00\|181.67\|166.00\|128454;2026-03-19\|160.50\|-10.82\|169.00\|170.98\|159.50\|115843;2026-03-20\|150.89\|-5.99\|163.00\|164.49\|150.17\|97808;2026-03-23\|144.00\|-4.57\|142.00\|150.46\|140.11\|99173;2026-03-24\|145.37\|0.95\|146.02\|148.00\|139.58\|83144;2026-03-25\|144.00\|-0.94\|147.90\|154.97\|143.41\|109898;2026-03-26\|140.20\|-2.64\|147.00\|147.97\|138.00\|75657;2026-03-27\|143.22\|2.15\|137.00\|146.50\|136.00\|64397;2026-03-30\|142.66\|-0.39\|139.49\|144.33\|139.00\|52057;2026-03-31\|138.60\|-2.85\|141.40\|145.61\|137.79\|54059;2026-04-01\|145.92\|5.28\|143.46\|146.00\|140.00\|64297;2026-04-02\|129.30\|-11.39\|141.00\|142.71\|128.28\|110290;2026-04-03\|127.24\|-1.59\|130.80\|131.23\|125.89\|71944;2026-04-07\|126.67\|-0.45\|128.51\|129.87\|126.00\|43530;2026-04-08\|142.26\|12.31\|133.88\|142.63\|133.00\|95381;2026-04-09\|136.33\|-4.17\|139.10\|140.59\|134.30\|61256;2026-04-10\|136.16\|-0.12\|136.50\|140.50\|136.00\|50169;2026-04-13\|135.10\|-0.78\|134.01\|138.29\|133.68\|47817;2026-04-14\|140.60\|4.07\|138.00\|141.69\|137.53\|69775;2026-04-15\|136.58\|-2.86\|140.43\|144.00\|135.50\|67112;2026-04-16\|139.50\|2.14\|137.00\|142.88\|136.59\|63240;2026-04-17\|139.65\|0.11\|138.00\|143.32\|136.50\|53972;2026-04-20\|140.87\|0.87\|139.00\|143.40\|139.00\|53785;2026-04-21\|136.66\|-2.99\|139.99\|140.72\|134.69\|52998;2026-04-22\|140.94\|3.13\|136.51\|141.50\|134.30\|65771;2026-04-23\|138.71\|-1.58\|140.95\|145.50\|136.52\|64166;2026-04-24\|135.79\|-2.11\|138.33\|139.21\|134.10\|51040;2026-04-27\|135.30\|-0.36\|136.50\|138.48\|133.60\|43471;2026-04-28\|130.05\|-3.88\|135.29\|135.29\|128.42\|61881;2026-04-29\|130.83\|0.60\|129.04\|132.33\|129.00\|39623;2026-04-30\|132.00\|0.89\|132.99\|138.25\|131.98\|53312;2026-05-06\|146.80\|11.21\|133.91\|152.49\|133.91\|97008;2026-05-07\|150.41\|2.46\|149.01\|152.00\|143.53\|88164;2026-05-08\|153.60\|2.12\|158.00\|160.00\|147.77\|137784;2026-05-11\|143.86\|-6.34\|152.67\|154.50\|138.30\|145438;2026-05-12\|138.02\|-4.06\|143.52\|143.86\|136.00\|74432;2026-05-13\|136.60\|-1.03\|137.19\|138.90\|133.96\|58930;2026-05-14\|123.00\|-9.96\|139.04\|139.90\|122.95\|115270;2026-05-15\|120.71\|-1.86\|123.65\|126.80\|119.58\|67324;2026-05-18\|123.68\|2.46\|122.68\|125.55\|120.19\|51219;2026-05-19\|125.35\|1.35\|123.99\|128.31\|121.03\|58690;2026-05-20\|123.02\|-1.86\|124.10\|125.79\|121.50\|40112;2026-05-21\|133.19\|8.27\|125.00\|146.32\|124.03\|148741;2026-05-22\|133.19\|0.00\|133.00\|134.88\|126.57\|95266;2026-05-25\|125.97\|-5.42\|132.88\|134.00\|124.40\|83196;2026-05-26\|122.59\|-2.68\|124.00\|125.11\|119.66\|59525;2026-05-27\|114.31\|-6.75\|124.80\|128.08\|113.20\|76892;2026-05-28\|115.70\|1.22\|120.00\|121.60\|111.10\|85767;2026-05-29\|116.88\|1.02\|124.96\|132.64\|116.02\|130963;2026-06-01\|135.25\|15.72\|122.00\|140.26\|122.00\|197198;2026-06-02\|137.03\|1.32\|140.10\|141.00\|130.04\|158459;2026-06-03\|126.93\|-7.37\|131.02\|132.00\|124.35\|151630;2026-06-04\|152.32\|20.00\|122.40\|152.32\|119.80\|223325;2026-06-05\|134.44\|-11.74\|148.63\|150.00\|133.79\|189667;2026-06-08\|132.62\|-1.35\|127.00\|141.21\|125.63\|123033;2026-06-09\|140.58\|6.00\|138.00\|144.00\|136.04\|124993;2026-06-10\|135.88\|-3.34\|135.10\|144.88\|135.10\|114385;2026-06-11\|124.31\|-8.51\|135.00\|135.88\|123.00\|136172;2026-06-12\|128.97\|3.75\|128.00\|140.58\|126.01\|140716;2026-06-15\|129.55\|0.45\|127.00\|131.72\|126.03\|91938;2026-06-16\|125.20\|-3.36\|127.28\|128.62\|124.58\|84389;2026-06-17\|124.48\|-0.58\|123.01\|126.90\|121.89\|63721;2026-06-18\|127.35\|2.31\|123.00\|130.40\|121.20\|93929;2026-06-22\|124.06\|-2.58\|127.09\|127.15\|119.90\|85404;2026-06-23\|116.61\|-6.01\|121.28\|122.35\|115.66\|71669;2026-06-24\|121.13\|3.88\|115.66\|121.68\|113.60\|67032;2026-06-25\|115.27\|-4.84\|120.75\|122.50\|115.20\|60458;2026-06-26\|107.51\|-6.73\|114.63\|114.63\|107.51\|68940;2026-06-29\|110.30\|2.60\|108.52\|112.20\|107.40\|61499;2026-06-30\|115.18\|4.42\|110.30\|115.50\|108.30\|52399;2026-07-01\|118.01\|2.46\|114.83\|123.46\|113.00\|74547;2026-07-02\|110.66\|-6.23\|122.88\|124.00\|110.66\|71823;2026-07-03\|106.53\|-3.73\|110.13\|112.34\|106.50\|46864;2026-07-06\|101.29\|-4.92\|106.53\|107.28\|100.30\|52595;2026-07-07\|99.30\|-1.96\|102.00\|104.56\|97.45\|54490;2026-07-08\|102.36\|3.08\|100.00\|103.80\|98.28\|49513;2026-07-09\|103.85\|1.46\|101.16\|104.68\|98.70\|50723;2026-07-10\|108.06\|4.05\|102.67\|113.99\|102.60\|72283;2026-07-13\|100.55\|-6.95\|105.00\|109.10\|99.83\|47581;2026-07-14\|102.07\|1.51\|100.91\|102.80\|96.68\|42827;2026-07-15\|100.42\|-1.62\|102.05\|104.80\|99.60\|30450;2026-07-16\|98.26\|-2.15\|98.96\|101.46\|96.96\|35268;2026-07-17\|88.23\|-10.21\|97.42\|98.01\|87.73\|54789;2026-07-20\|85.79\|-2.77\|90.00\|91.80\|81.72\|64041;2026-07-21\|90.12\|5.05\|87.00\|90.50\|78.18\|68874;2026-07-22\|88.00\|-2.35\|89.35\|90.88\|87.01\|44733;2026-07-23\|87.10\|-1.02\|87.12\|89.28\|85.50\|34754;2026-07-24\|84.60\|-2.87\|85.30\|87.24\|84.06\|32592
41606	MLCC分销+存储芯片+人形机器人行业原因： 1、据财闻6月16日报道，隔夜美股存储赛道全面爆发，西部数据涨超16%创历史新高，美光科技涨超10%，提振A股存储板块情绪。 2、投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月15日互动易，公司及控股子公司均为村田代理商，分销MLCC等产品，受益于行业景气度回暖，正积极把握市场机遇，争取稳定货源并合理备货。 2、据2025年年度报告及2026年5月15日机构调研，公司AI业务构建了高性能存储器、AI电源模块等专用产品阵容，2025年度AI领域贡献收入9.36亿元，同比猛增1805.52%。 3、据2026年4月22日年报，公司围绕感知、控制等四大维度构建人形机器人产品矩阵，已组建专门业务部门，报告期内人形机器人业务实现百万级以上出货，并与头部厂商建立合作。	公司已取得长江存储及长鑫存储代理资质，主要分销其存储产品	2026-03-17\|52.00\|2.08\|49.01\|52.20\|48.29\|210983;2026-03-18\|52.38\|0.73\|51.81\|55.10\|51.25\|195879;2026-03-19\|50.70\|-3.21\|50.46\|52.80\|50.15\|128850;2026-03-20\|48.95\|-3.45\|50.22\|51.70\|48.90\|103401;2026-03-23\|46.09\|-5.84\|47.78\|48.95\|45.47\|83536;2026-03-24\|48.40\|5.01\|46.34\|49.33\|45.61\|113985;2026-03-25\|49.44\|2.15\|48.40\|50.33\|47.91\|108571;2026-03-26\|47.81\|-3.30\|48.48\|49.65\|47.62\|69006;2026-03-27\|47.51\|-0.63\|47.00\|47.77\|46.10\|52724;2026-03-30\|45.99\|-3.20\|46.50\|46.85\|44.94\|67975;2026-03-31\|43.52\|-5.37\|45.49\|45.79\|43.43\|63385;2026-04-01\|45.66\|4.92\|45.01\|47.98\|45.01\|83412;2026-04-02\|45.49\|-0.37\|45.62\|48.53\|45.10\|88963;2026-04-03\|43.50\|-4.37\|46.50\|46.88\|43.17\|65816;2026-04-07\|44.61\|2.55\|44.32\|45.28\|43.68\|51444;2026-04-08\|50.19\|12.51\|46.30\|50.59\|45.77\|127400;2026-04-09\|52.20\|4.00\|49.00\|54.35\|48.81\|140785;2026-04-10\|53.01\|1.55\|52.03\|54.18\|52.03\|103136;2026-04-13\|52.16\|-1.60\|52.50\|53.67\|51.70\|68385;2026-04-14\|53.90\|3.34\|52.87\|55.32\|52.18\|96340;2026-04-15\|52.39\|-2.80\|53.60\|53.93\|52.23\|57921;2026-04-16\|53.59\|2.29\|52.32\|54.32\|51.86\|56843;2026-04-17\|53.88\|0.54\|53.30\|54.67\|53.13\|52816;2026-04-20\|54.75\|1.61\|54.12\|55.30\|53.50\|83374;2026-04-21\|59.93\|9.46\|54.30\|59.93\|54.30\|157321;2026-04-22\|55.98\|-6.59\|56.56\|56.94\|54.01\|230262;2026-04-23\|54.22\|-3.14\|56.00\|56.78\|54.03\|140571;2026-04-24\|53.59\|-1.16\|53.39\|54.95\|52.90\|96618;2026-04-27\|56.55\|5.52\|53.14\|57.68\|53.14\|142654;2026-04-28\|57.63\|1.91\|57.20\|59.80\|57.09\|115569;2026-04-29\|59.13\|2.60\|57.74\|62.12\|57.45\|106163;2026-04-30\|58.47\|-1.12\|59.30\|59.76\|58.10\|69858;2026-05-06\|62.26\|6.48\|60.19\|63.14\|59.56\|133274;2026-05-07\|64.40\|3.44\|61.61\|64.97\|61.55\|117221;2026-05-08\|64.05\|-0.54\|63.65\|66.28\|63.28\|88026;2026-05-11\|66.50\|3.83\|65.00\|66.94\|64.57\|97783;2026-05-12\|63.58\|-4.39\|65.91\|65.93\|63.10\|87849;2026-05-13\|64.39\|1.27\|63.07\|64.68\|62.28\|67504;2026-05-14\|63.50\|-1.38\|63.69\|65.99\|63.04\|73917;2026-05-15\|62.23\|-2.00\|63.74\|64.58\|61.37\|65350;2026-05-18\|63.40\|1.88\|62.26\|64.43\|62.26\|55730;2026-05-19\|63.10\|-0.47\|62.88\|63.18\|60.86\|50487;2026-05-20\|65.16\|3.26\|62.36\|66.21\|62.36\|73614;2026-05-21\|61.50\|-5.62\|66.16\|67.12\|61.28\|70124;2026-05-22\|64.25\|4.47\|62.73\|64.66\|61.51\|54549;2026-05-25\|68.59\|6.75\|64.90\|69.98\|63.85\|110534;2026-05-26\|67.44\|-1.68\|67.47\|68.37\|63.80\|112223;2026-05-27\|65.50\|-2.88\|67.39\|68.58\|65.08\|75409;2026-05-28\|70.62\|7.82\|65.30\|74.00\|64.81\|158659;2026-05-29\|66.44\|-5.92\|71.30\|72.27\|66.00\|122029;2026-06-01\|64.74\|-2.56\|65.17\|69.51\|64.53\|108635;2026-06-02\|71.47\|10.40\|64.35\|73.88\|64.35\|143383;2026-06-03\|71.61\|0.20\|71.00\|74.80\|69.50\|153012;2026-06-04\|79.30\|10.74\|70.93\|81.68\|70.01\|176902;2026-06-05\|79.84\|0.68\|77.02\|82.88\|74.23\|181351;2026-06-08\|72.42\|-9.29\|74.70\|78.80\|70.80\|139568;2026-06-09\|78.55\|8.46\|73.00\|80.00\|69.12\|180879;2026-06-10\|76.03\|-3.21\|74.60\|80.45\|74.60\|119744;2026-06-11\|73.57\|-3.24\|75.51\|81.60\|73.03\|137157;2026-06-12\|67.69\|-7.99\|75.44\|76.80\|67.56\|157259;2026-06-15\|74.06\|9.41\|69.04\|74.98\|69.04\|129032;2026-06-16\|88.87\|20.00\|74.06\|88.87\|73.00\|138970;2026-06-17\|92.87\|4.50\|89.61\|94.70\|88.90\|236225;2026-06-18\|93.32\|0.48\|91.78\|95.34\|90.60\|176700;2026-06-22\|92.00\|-1.41\|92.80\|94.93\|90.50\|134220;2026-06-23\|87.63\|-4.75\|90.00\|91.42\|86.28\|106100;2026-06-24\|94.29\|7.60\|87.09\|95.00\|87.09\|114750;2026-06-25\|94.02\|-0.29\|97.50\|98.00\|92.56\|106516;2026-06-26\|91.74\|-2.42\|92.62\|94.80\|89.60\|79820;2026-06-29\|93.22\|1.61\|91.74\|99.64\|88.88\|123911;2026-06-30\|95.50\|2.45\|92.61\|96.00\|87.57\|130215;2026-07-01\|100.00\|4.71\|95.20\|100.65\|92.73\|163196;2026-07-02\|89.83\|-10.17\|93.26\|95.49\|89.11\|124456;2026-07-03\|87.11\|-3.03\|89.64\|92.57\|86.89\|105232;2026-07-06\|86.92\|-0.22\|88.35\|91.20\|85.00\|88097;2026-07-07\|82.04\|-5.61\|86.00\|86.53\|79.77\|85697;2026-07-08\|84.04\|2.44\|83.06\|87.60\|76.30\|96584;2026-07-09\|92.84\|10.47\|88.12\|94.90\|86.00\|166022;2026-07-10\|95.60\|2.97\|91.00\|103.63\|91.00\|176184;2026-07-13\|81.40\|-14.85\|93.11\|95.03\|80.13\|138131;2026-07-14\|70.10\|11.32\|63.83\|70.88\|63.83\|150997;2026-07-15\|64.64\|-7.79\|70.30\|72.33\|63.91\|149772;2026-07-16\|58.32\|-9.78\|62.71\|63.70\|57.57\|130975;2026-07-17\|51.40\|-11.87\|58.46\|58.88\|51.00\|115646;2026-07-20\|46.01\|-10.49\|53.39\|53.97\|44.18\|134471;2026-07-21\|53.21\|15.65\|47.22\|53.27\|41.40\|171371;2026-07-22\|51.50\|-3.21\|52.27\|55.15\|51.00\|128893;2026-07-23\|50.55\|-1.84\|52.05\|53.18\|50.04\|99017;2026-07-24\|49.72\|-1.64\|49.58\|51.15\|48.40\|92104
41605	存储芯片+SK海力士代理+一季报暴增行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年5月27日投资者关系管理信息，5月存储芯片价格仍在上涨，存储芯片供需紧张局面难以缓解，2026年存储芯片价格预计维持高位。公司作为SK海力士授权代理商，受益于存储市场高景气度。 2、据2026年5月27日投资者关系管理信息及2025年年报，公司自主品牌“海普存储”企业级SSD已与国内主流算力设备厂商完成验证对接并取得规模销售，2025年首次实现年度规模收入。 3、据2026年4月24日公告，公司2026年第一季度营收237.65亿元，同比增长200.60%，归母净利润13.27亿元，同比增长7835.06%。	公司预计一季度净利润11.4亿元–14.8亿元，同比增长6,714.72%-8,747.18%；在生成式人工智能(AGI)应用需求蓬勃增长的强劲驱动下，行业景气度持续上行，企业级存储产品价格持续上涨，公司盈利能力持续改善，利润水平大幅提高	2026-03-17\|153.65\|-3.90\|158.33\|159.96\|153.57\|202954;2026-03-18\|169.99\|10.63\|156.50\|172.95\|155.30\|493264;2026-03-19\|161.68\|-4.89\|162.92\|167.20\|160.08\|328680;2026-03-20\|157.15\|-2.80\|163.96\|165.50\|154.00\|314275;2026-03-23\|143.19\|-8.88\|149.76\|153.20\|142.80\|274490;2026-03-24\|143.79\|0.42\|145.74\|145.77\|136.50\|248093;2026-03-25\|148.44\|3.23\|144.49\|152.86\|143.60\|255886;2026-03-26\|147.19\|-0.84\|143.00\|155.00\|141.94\|291505;2026-03-27\|143.96\|-2.19\|140.00\|146.66\|137.10\|198623;2026-03-30\|137.10\|-4.77\|140.06\|143.97\|135.00\|261182;2026-03-31\|125.63\|-8.37\|133.34\|133.76\|124.41\|352617;2026-04-01\|128.08\|1.95\|132.82\|133.76\|126.15\|265707;2026-04-02\|125.50\|-2.01\|129.01\|130.95\|124.62\|180806;2026-04-03\|121.98\|-2.80\|128.00\|128.10\|121.95\|170212;2026-04-07\|123.48\|1.23\|123.50\|126.94\|122.80\|177805;2026-04-08\|148.18\|20.00\|145.71\|148.18\|136.67\|596991;2026-04-09\|147.55\|-0.43\|149.57\|152.80\|145.02\|531628;2026-04-10\|151.25\|2.51\|150.00\|153.49\|148.95\|443550;2026-04-13\|152.00\|0.50\|148.51\|153.47\|148.46\|365772;2026-04-14\|158.58\|4.33\|155.30\|163.00\|154.70\|512194;2026-04-15\|153.94\|-2.93\|160.00\|162.96\|152.58\|423253;2026-04-16\|156.80\|1.86\|152.41\|157.34\|148.66\|330633;2026-04-17\|159.12\|1.48\|156.00\|160.58\|153.33\|351589;2026-04-20\|164.00\|3.07\|159.50\|167.54\|158.25\|402637;2026-04-21\|160.82\|-1.94\|162.07\|162.78\|157.00\|274138;2026-04-22\|162.12\|0.81\|159.80\|162.21\|158.80\|255445;2026-04-23\|156.39\|-3.53\|164.44\|164.98\|153.84\|356078;2026-04-24\|162.05\|3.62\|160.00\|172.14\|158.51\|660893;2026-04-27\|170.99\|5.52\|163.87\|172.86\|163.00\|542690;2026-04-28\|171.61\|0.36\|170.73\|178.68\|168.00\|531721;2026-04-29\|174.30\|1.57\|169.06\|175.95\|169.06\|488070;2026-04-30\|174.70\|0.23\|173.76\|178.78\|170.41\|392180;2026-05-06\|194.66\|11.43\|188.99\|204.00\|186.00\|669301;2026-05-07\|189.18\|-2.82\|194.77\|199.00\|188.66\|539544;2026-05-08\|181.02\|-4.31\|183.95\|184.88\|180.00\|463179;2026-05-11\|193.58\|6.94\|191.00\|201.90\|188.00\|682036;2026-05-12\|184.61\|-4.63\|192.00\|193.02\|183.91\|432779;2026-05-13\|194.64\|5.43\|181.46\|195.44\|178.96\|494138;2026-05-14\|200.50\|3.01\|194.65\|209.86\|190.00\|633008;2026-05-15\|190.40\|-5.04\|200.10\|202.28\|186.90\|504576;2026-05-18\|194.35\|2.07\|190.56\|203.33\|190.56\|441761;2026-05-19\|188.88\|-2.81\|190.00\|190.90\|179.38\|400858;2026-05-20\|186.40\|-1.31\|188.00\|192.77\|184.21\|304203;2026-05-21\|177.75\|-4.64\|190.82\|192.99\|176.66\|434935;2026-05-22\|187.69\|5.59\|181.21\|187.86\|179.22\|359544;2026-05-25\|204.56\|8.99\|187.69\|204.86\|184.86\|503434;2026-05-26\|194.93\|-4.71\|202.00\|203.00\|189.35\|394394;2026-05-27\|192.72\|-1.13\|203.50\|204.99\|191.87\|452796;2026-05-28\|188.00\|-2.45\|190.00\|193.45\|182.43\|337073;2026-05-29\|180.09\|-4.21\|189.50\|193.66\|176.58\|365211;2026-06-01\|167.09\|-7.22\|180.48\|182.00\|166.80\|300865;2026-06-02\|175.13\|4.81\|168.00\|179.35\|165.30\|348483;2026-06-03\|177.03\|1.08\|174.35\|184.93\|174.00\|330252;2026-06-04\|184.96\|4.48\|174.77\|188.63\|174.10\|370934;2026-06-05\|171.90\|-7.06\|179.42\|179.71\|170.95\|311709;2026-06-08\|159.13\|-7.43\|160.00\|165.58\|156.51\|270296;2026-06-09\|173.30\|8.90\|163.96\|174.20\|160.61\|332935;2026-06-10\|178.19\|2.82\|170.20\|183.00\|169.43\|341661;2026-06-11\|182.16\|2.23\|175.00\|182.48\|174.21\|246482;2026-06-12\|187.50\|2.93\|188.11\|194.96\|186.04\|480355;2026-06-15\|204.29\|8.95\|193.00\|205.00\|184.30\|491749;2026-06-16\|204.41\|0.06\|204.29\|208.50\|200.50\|316153;2026-06-17\|245.29\|20.00\|198.98\|245.29\|197.00\|519827;2026-06-18\|254.87\|3.91\|250.00\|258.78\|245.50\|582481;2026-06-22\|287.80\|12.92\|259.00\|292.00\|258.00\|478440;2026-06-23\|283.51\|-1.49\|283.56\|300.00\|274.37\|492620;2026-06-24\|289.60\|2.15\|281.00\|294.69\|277.00\|407417;2026-06-25\|306.25\|5.75\|300.68\|313.80\|291.02\|561390;2026-06-26\|301.00\|-1.71\|300.05\|317.88\|298.53\|436965;2026-06-29\|296.00\|-1.66\|290.01\|312.60\|284.00\|402123;2026-06-30\|300.00\|1.35\|292.83\|304.00\|280.10\|304147;2026-07-01\|302.51\|0.84\|300.00\|325.82\|295.50\|359003;2026-07-02\|262.04\|-13.38\|275.07\|284.45\|260.00\|457469;2026-07-03\|264.25\|0.84\|261.05\|274.94\|253.33\|323336;2026-07-06\|265.00\|0.28\|274.00\|283.45\|259.80\|387402;2026-07-07\|244.33\|-7.80\|257.06\|259.50\|239.00\|337346;2026-07-08\|244.09\|-0.10\|249.90\|263.00\|243.24\|327000;2026-07-09\|267.98\|9.79\|253.96\|267.99\|245.00\|411240;2026-07-10\|271.00\|1.13\|266.67\|283.10\|263.02\|434333;2026-07-13\|216.80\|-20.00\|244.90\|253.65\|216.80\|573961;2026-07-14\|230.89\|6.50\|216.00\|238.58\|206.00\|521478;2026-07-15\|221.20\|-4.20\|235.04\|242.89\|220.00\|425153;2026-07-16\|206.00\|-6.84\|203.33\|216.99\|199.00\|380529;2026-07-17\|174.10\|-15.49\|201.39\|203.50\|173.50\|440471;2026-07-20\|153.68\|-11.73\|180.99\|183.00\|147.09\|464869;2026-07-21\|176.98\|15.16\|160.00\|177.65\|140.10\|538492;2026-07-22\|166.60\|-5.87\|173.00\|185.87\|166.18\|446707;2026-07-23\|163.02\|-2.15\|172.04\|172.80\|161.83\|257298;2026-07-24\|161.59\|-0.88\|160.01\|166.80\|157.47\|264539
41604	存储芯片+英伟达代理+央企行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日一季报，公司一季度营收298.62亿元，同比增长144.36%，主因全球存储行业爆发式增长、存储芯片价格持续上涨，带动客户需求提升。 2、据2025年11月20日互动易，公司授权代理DRAM、Nand Flash等存储芯片，2025年上半年存储器收入102.36亿元，占营收30.53%，AI服务器需求旺盛。 3、据2025年12月24日投资者关系活动记录表，公司为英伟达国内授权分销商，代理数据中心GPU、Jetson及汽车芯片。	公司是英伟达、AMD的授权分销商之一，代理DRAM、Nand Flash等存储芯片	2026-03-17\|22.40\|-3.57\|23.24\|23.28\|22.40\|149858;2026-03-18\|24.64\|10.00\|22.82\|24.64\|22.69\|427131;2026-03-19\|24.55\|-0.37\|24.65\|24.94\|24.28\|648245;2026-03-20\|25.01\|1.87\|24.90\|26.50\|24.53\|837984;2026-03-23\|24.68\|-1.32\|24.51\|25.68\|24.22\|519676;2026-03-24\|25.17\|1.99\|24.86\|25.49\|24.40\|497360;2026-03-25\|26.54\|5.44\|24.91\|26.83\|24.81\|731035;2026-03-26\|25.39\|-4.33\|26.01\|26.12\|25.26\|359242;2026-03-27\|24.58\|-3.19\|24.56\|24.85\|23.90\|361910;2026-03-30\|24.73\|0.61\|23.74\|25.00\|23.45\|311428;2026-03-31\|24.23\|-2.02\|24.37\|24.83\|23.76\|231994;2026-04-01\|23.95\|-1.16\|24.73\|24.95\|23.64\|267898;2026-04-02\|23.03\|-3.84\|24.02\|24.19\|22.85\|245893;2026-04-03\|22.24\|-3.43\|23.01\|23.17\|22.22\|166018;2026-04-07\|22.96\|3.24\|22.32\|23.84\|22.25\|232812;2026-04-08\|25.26\|10.02\|23.83\|25.26\|23.63\|337915;2026-04-09\|25.58\|1.27\|25.26\|25.92\|25.05\|544178;2026-04-10\|26.42\|3.28\|25.60\|27.00\|25.60\|517393;2026-04-13\|26.95\|2.01\|25.99\|27.48\|25.99\|429387;2026-04-14\|26.79\|-0.59\|27.29\|27.50\|26.58\|286442;2026-04-15\|27.39\|2.24\|26.79\|27.97\|26.49\|415972;2026-04-16\|27.59\|0.73\|26.97\|27.80\|26.91\|253880;2026-04-17\|26.97\|-2.25\|27.47\|27.56\|26.87\|256581;2026-04-20\|27.73\|2.82\|26.98\|28.18\|26.80\|313466;2026-04-21\|27.47\|-0.94\|27.60\|27.82\|27.09\|201175;2026-04-22\|27.57\|0.36\|27.39\|27.70\|27.12\|214136;2026-04-23\|26.80\|-2.79\|28.00\|28.09\|26.60\|216253;2026-04-24\|27.63\|3.10\|27.30\|28.08\|26.83\|382869;2026-04-27\|27.63\|0.00\|27.85\|28.30\|27.20\|336604;2026-04-28\|25.80\|-6.62\|26.01\|26.34\|25.10\|461891;2026-04-29\|25.62\|-0.70\|25.60\|26.09\|25.33\|258713;2026-04-30\|26.46\|3.28\|25.70\|27.07\|25.45\|345993;2026-05-06\|29.11\|10.02\|26.95\|29.11\|26.86\|871006;2026-05-07\|29.08\|-0.10\|28.56\|29.08\|28.11\|648671;2026-05-08\|29.00\|-0.28\|28.62\|30.15\|28.48\|685314;2026-05-11\|30.78\|6.14\|29.77\|30.89\|29.58\|753613;2026-05-12\|28.94\|-5.98\|30.12\|30.15\|28.85\|542014;2026-05-13\|30.14\|4.15\|28.25\|30.51\|27.88\|657619;2026-05-14\|29.94\|-0.66\|29.82\|32.00\|28.91\|758031;2026-05-15\|28.55\|-4.64\|30.00\|30.26\|28.15\|587866;2026-05-18\|28.30\|-0.88\|28.56\|29.40\|28.15\|398910;2026-05-19\|28.36\|0.21\|28.00\|28.39\|27.37\|351027;2026-05-20\|28.87\|1.80\|28.03\|29.05\|27.68\|463056;2026-05-21\|26.79\|-7.20\|29.14\|29.29\|26.69\|511045;2026-05-22\|27.49\|2.61\|27.01\|27.71\|26.81\|274952;2026-05-25\|28.16\|2.44\|27.67\|28.25\|27.10\|338401;2026-05-26\|27.02\|-4.05\|27.88\|27.88\|26.12\|410335;2026-05-27\|26.40\|-2.29\|26.87\|27.38\|26.30\|309191;2026-05-28\|27.74\|5.08\|26.10\|27.99\|26.06\|373785;2026-05-29\|25.99\|-6.31\|27.70\|28.38\|25.61\|367258;2026-06-01\|25.30\|-2.65\|25.99\|26.83\|25.26\|282611;2026-06-02\|26.75\|5.73\|25.45\|27.83\|25.25\|615963;2026-06-03\|26.71\|-0.15\|26.52\|27.36\|26.08\|451534;2026-06-04\|27.69\|3.67\|26.30\|28.09\|26.21\|427661;2026-06-05\|27.68\|-0.04\|27.27\|28.76\|26.75\|521766;2026-06-08\|25.42\|-8.16\|26.10\|26.88\|25.15\|378226;2026-06-09\|26.64\|4.80\|25.88\|26.71\|25.08\|377782;2026-06-10\|26.05\|-2.21\|26.31\|27.05\|25.73\|262926;2026-06-11\|25.52\|-1.58\|25.75\|26.26\|25.20\|261408;2026-06-12\|24.95\|-2.23\|26.13\|26.90\|24.88\|346443;2026-06-15\|26.41\|5.85\|25.01\|26.41\|24.39\|331476;2026-06-16\|26.92\|1.93\|26.30\|27.24\|26.12\|300190;2026-06-17\|27.40\|1.78\|26.51\|27.44\|26.51\|297099;2026-06-18\|29.41\|7.34\|27.88\|30.14\|27.69\|895644;2026-06-22\|30.02\|2.07\|29.54\|30.47\|29.20\|643117;2026-06-23\|30.10\|0.27\|29.82\|30.92\|29.00\|506268;2026-06-24\|31.05\|3.16\|29.79\|31.29\|29.21\|485108;2026-06-25\|31.06\|0.03\|32.03\|32.05\|30.58\|466921;2026-06-26\|30.05\|-3.25\|30.80\|31.60\|29.96\|455351;2026-06-29\|29.09\|-3.19\|30.00\|30.68\|27.89\|482619;2026-06-30\|31.15\|7.08\|29.06\|32.00\|28.55\|529406;2026-07-01\|30.68\|-1.51\|31.40\|32.64\|30.12\|528051;2026-07-02\|28.61\|-6.75\|29.70\|31.00\|28.46\|478458;2026-07-03\|28.61\|0.00\|28.73\|30.30\|28.45\|413850;2026-07-06\|31.47\|10.00\|30.55\|31.47\|30.05\|307300;2026-07-07\|29.20\|-7.21\|31.00\|31.00\|28.86\|775638;2026-07-08\|29.01\|-0.65\|29.28\|29.90\|27.90\|529529;2026-07-09\|30.76\|6.03\|29.79\|30.87\|29.05\|671258;2026-07-10\|31.03\|0.88\|31.00\|32.57\|30.55\|763523;2026-07-13\|28.07\|-9.54\|30.66\|31.45\|27.93\|573913;2026-07-14\|28.63\|2.00\|28.14\|29.03\|26.31\|506285;2026-07-15\|26.65\|-6.92\|28.85\|29.42\|26.51\|449283;2026-07-16\|25.23\|-5.33\|26.16\|27.35\|24.96\|407884;2026-07-17\|22.71\|-9.99\|25.10\|25.38\|22.71\|457864;2026-07-20\|20.44\|-10.00\|23.00\|23.15\|20.44\|439162;2026-07-21\|21.88\|7.04\|20.60\|21.94\|18.95\|530320;2026-07-22\|21.89\|0.05\|21.50\|23.17\|21.44\|455405;2026-07-23\|22.38\|2.24\|21.88\|22.86\|21.69\|357297;2026-07-24\|22.23\|-0.67\|22.10\|22.83\|21.80\|246256
41603	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	2026-03-17\|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;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702
41602	涨停揭秘：飞荣达凭借高功率液冷散热能力，切入主流AI服务器供应链，受益于算力基建加速落地；涨停缘由：公司3D VC散热器功耗达1400W，已实现对头部服务器厂商批量交付；2026年国内AI服务器出货量预计同比增长超80%，液冷渗透率加速提升至35%以上；资金逻辑：4月8日涨停当日主力资金净流入1.3亿元，占成交额比重达31%，融资余额单周增长18%，反映产业资金与杠杆资金双重认可；风险提示：液冷产品毛利率低于传统散热方案，且客户集中度高，若大客户订单波动将直接影响业绩释放节奏	公司在液冷散热领域拥有核心技术，自主研发的3D VC散热器散热功耗达1400W，部分产品已批量交付给主流服务器厂商	2026-03-17\|33.11\|-6.55\|35.51\|35.63\|33.00\|250553;2026-03-18\|33.88\|2.33\|33.54\|34.10\|33.02\|235340;2026-03-19\|33.13\|-2.21\|33.07\|33.88\|32.85\|155335;2026-03-20\|32.32\|-2.44\|33.35\|33.85\|32.26\|158110;2026-03-23\|30.12\|-6.81\|31.49\|32.04\|29.70\|198889;2026-03-24\|30.44\|1.06\|30.80\|30.80\|29.40\|140757;2026-03-25\|30.88\|1.45\|30.92\|31.60\|30.67\|143313;2026-03-26\|30.06\|-2.66\|30.66\|31.08\|29.80\|112393;2026-03-27\|30.32\|0.86\|29.56\|30.63\|29.50\|100740;2026-03-30\|30.34\|0.07\|29.71\|30.53\|29.52\|99500;2026-03-31\|29.72\|-2.04\|30.29\|30.71\|29.58\|105437;2026-04-01\|30.51\|2.66\|30.55\|30.78\|30.12\|138350;2026-04-02\|29.34\|-3.83\|30.35\|30.58\|29.02\|148056;2026-04-03\|29.05\|-0.99\|29.54\|29.70\|28.99\|91956;2026-04-07\|29.35\|1.03\|29.25\|29.75\|29.10\|85062;2026-04-08\|32.62\|11.14\|30.30\|32.78\|30.27\|248746;2026-04-09\|32.78\|0.49\|31.99\|33.28\|31.71\|186486;2026-04-10\|32.88\|0.31\|33.19\|33.89\|32.88\|216422;2026-04-13\|33.88\|3.04\|32.75\|34.48\|32.75\|239550;2026-04-14\|34.74\|2.54\|34.50\|35.09\|34.00\|222296;2026-04-15\|34.21\|-1.53\|34.88\|35.17\|34.02\|208070;2026-04-16\|35.06\|2.48\|34.30\|35.14\|34.29\|190098;2026-04-17\|34.97\|-0.26\|34.80\|35.42\|34.60\|194577;2026-04-20\|35.80\|2.37\|36.00\|36.86\|35.50\|385850;2026-04-21\|35.06\|-2.07\|34.30\|35.18\|34.11\|295828;2026-04-22\|35.66\|1.71\|34.83\|35.86\|34.61\|244251;2026-04-23\|34.55\|-3.11\|35.49\|35.63\|34.05\|219728;2026-04-24\|34.35\|-0.58\|34.55\|35.22\|33.51\|223304;2026-04-27\|36.60\|6.55\|34.68\|37.08\|33.91\|394069;2026-04-28\|35.71\|-2.43\|35.96\|36.53\|35.32\|255350;2026-04-29\|36.65\|2.63\|35.36\|37.35\|35.35\|340883;2026-04-30\|35.73\|-2.51\|36.01\|36.10\|35.08\|259678;2026-05-06\|36.42\|1.93\|36.03\|37.00\|36.03\|269795;2026-05-07\|38.04\|4.45\|36.65\|38.09\|36.30\|343852;2026-05-08\|37.50\|-1.42\|37.60\|37.96\|37.30\|248534;2026-05-11\|37.42\|-0.21\|37.79\|37.89\|37.05\|274877;2026-05-12\|36.70\|-1.92\|37.35\|37.48\|36.26\|214903;2026-05-13\|38.23\|4.17\|36.45\|38.42\|36.27\|292826;2026-05-14\|37.36\|-2.28\|38.56\|39.13\|37.00\|280622;2026-05-15\|37.82\|1.23\|37.63\|38.10\|36.58\|287823;2026-05-18\|38.79\|2.56\|37.50\|39.33\|36.74\|314335;2026-05-19\|39.47\|1.75\|38.50\|39.66\|37.45\|308689;2026-05-20\|41.96\|6.31\|39.26\|42.48\|38.96\|476021;2026-05-21\|38.45\|-8.37\|41.94\|41.96\|38.38\|421702;2026-05-22\|39.83\|3.59\|38.61\|40.15\|38.01\|282334;2026-05-25\|45.90\|15.24\|43.75\|46.60\|40.82\|731128;2026-05-26\|46.79\|1.94\|47.65\|48.68\|45.73\|619085;2026-05-27\|44.83\|-4.07\|46.15\|47.83\|44.50\|457118;2026-05-28\|49.08\|9.48\|44.30\|49.20\|44.05\|555688;2026-05-29\|45.30\|-7.70\|48.60\|49.29\|45.01\|525065;2026-06-01\|44.62\|-1.50\|46.65\|47.70\|44.00\|403302;2026-06-02\|45.00\|0.85\|44.01\|45.60\|43.08\|371268;2026-06-03\|42.28\|-6.04\|44.66\|44.80\|41.51\|478376;2026-06-04\|42.26\|-0.05\|41.76\|43.37\|41.50\|315780;2026-06-05\|40.79\|-3.48\|42.10\|42.29\|40.30\|302235;2026-06-08\|38.38\|-5.91\|39.00\|40.24\|37.86\|276174;2026-06-09\|42.23\|10.03\|39.00\|42.47\|38.63\|310357;2026-06-10\|40.86\|-3.24\|41.40\|42.05\|40.20\|174495;2026-06-11\|41.63\|1.88\|40.86\|42.87\|39.84\|285137;2026-06-12\|41.63\|0.00\|42.37\|43.42\|41.31\|271247;2026-06-15\|46.52\|11.75\|42.71\|46.88\|42.30\|407749;2026-06-16\|48.40\|4.04\|46.05\|49.18\|45.70\|336771;2026-06-17\|49.15\|1.55\|47.65\|50.48\|47.50\|316532;2026-06-18\|49.52\|0.75\|49.06\|50.48\|48.40\|256759;2026-06-22\|49.08\|-0.89\|50.41\|50.79\|47.80\|274024;2026-06-23\|46.06\|-6.15\|50.50\|51.43\|45.57\|315048;2026-06-24\|49.20\|6.82\|45.90\|49.66\|45.66\|266394;2026-06-25\|49.58\|0.77\|49.25\|51.08\|48.01\|355428;2026-06-26\|49.97\|0.79\|49.00\|52.92\|48.58\|387295;2026-06-29\|47.81\|-4.32\|50.05\|51.83\|46.75\|346015;2026-06-30\|51.20\|7.09\|47.81\|51.60\|47.40\|286854;2026-07-01\|48.28\|-5.70\|51.00\|51.68\|47.50\|323030;2026-07-02\|46.58\|-3.52\|47.49\|49.94\|46.28\|298391;2026-07-03\|46.45\|-0.28\|46.35\|49.30\|46.10\|270689;2026-07-06\|49.47\|6.50\|46.78\|51.14\|46.20\|467366;2026-07-07\|46.73\|-5.54\|48.81\|49.85\|46.35\|296008;2026-07-08\|44.17\|-5.48\|47.18\|48.58\|44.12\|269497;2026-07-09\|46.87\|6.11\|45.21\|47.08\|43.00\|266422;2026-07-10\|45.82\|-2.24\|46.88\|49.37\|45.82\|278154;2026-07-13\|40.37\|-11.89\|45.60\|46.44\|40.29\|306788;2026-07-14\|42.70\|5.77\|41.58\|43.28\|39.70\|250585;2026-07-15\|40.58\|-4.96\|42.92\|43.44\|40.29\|193365;2026-07-16\|41.03\|1.11\|40.10\|43.50\|38.65\|308096;2026-07-17\|36.61\|-10.77\|41.50\|41.86\|36.07\|279547;2026-07-20\|34.20\|-6.58\|38.31\|38.88\|33.08\|315050;2026-07-21\|36.69\|7.28\|35.00\|36.83\|31.44\|301661;2026-07-22\|37.78\|2.97\|36.11\|40.00\|35.91\|302516;2026-07-23\|36.57\|-3.20\|38.27\|39.50\|36.00\|220155;2026-07-24\|35.38\|-3.25\|35.71\|36.81\|34.98\|135962
41601	液冷服务器+业绩预增+北美算力行业原因： 1、2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。 2、集邦咨询预计2025年AI数据中心液冷渗透率由14%跃升至33%，GB200机柜放量带来规模化拐点。公司原因： 1、据2026年2月11日互动易，公司数据中心液冷业务已批量供货东南亚等海外市场，美国子公司正推进北美算力客户项目落地。 2、据2026年1月28日公告，公司预计2025年净利润2350–3050万元，同比增长146.7%–160.61%，主因大功率电力电子热管理产品收入及毛利率双升。 3、据2025年8月23日半年报，公司高功率密度装置热管理业务含数据中心液冷、储能液冷上半年收入1.37亿元，占营收32.78%，产品PUE≤1.1并已向阿里、腾讯、万国数据等批量供货。	公司为字节跳动公司提供的12U浸没液冷模组，是业内首款一体式浸没液冷产品	2026-03-17\|36.57\|-8.30\|39.42\|39.68\|36.51\|410955;2026-03-18\|41.40\|13.21\|37.94\|42.30\|37.23\|743769;2026-03-19\|40.50\|-2.17\|40.66\|41.92\|39.68\|510834;2026-03-20\|39.24\|-3.11\|40.47\|41.50\|39.14\|502842;2026-03-23\|36.70\|-6.47\|37.69\|38.94\|36.39\|367407;2026-03-24\|37.93\|3.35\|37.99\|38.35\|36.30\|384476;2026-03-25\|38.49\|1.48\|38.48\|40.30\|37.20\|415218;2026-03-26\|36.56\|-5.01\|38.15\|38.40\|36.40\|318081;2026-03-27\|35.80\|-2.08\|35.48\|36.47\|34.80\|292601;2026-03-30\|36.58\|2.18\|35.00\|37.30\|34.50\|291492;2026-03-31\|35.12\|-3.99\|36.11\|36.98\|34.94\|241450;2026-04-01\|36.33\|3.45\|36.30\|36.85\|35.66\|262958;2026-04-02\|34.21\|-5.84\|36.20\|36.27\|34.03\|243453;2026-04-03\|33.83\|-1.11\|34.50\|35.20\|33.76\|207379;2026-04-07\|33.52\|-0.92\|34.21\|34.84\|33.44\|174510;2026-04-08\|37.40\|11.58\|34.99\|37.56\|34.77\|390252;2026-04-09\|37.63\|0.61\|36.25\|38.01\|36.25\|329410;2026-04-10\|38.60\|2.58\|38.21\|40.22\|38.00\|467149;2026-04-13\|40.44\|4.77\|38.72\|40.91\|38.72\|429342;2026-04-14\|41.90\|3.61\|40.42\|43.26\|40.25\|493132;2026-04-15\|41.08\|-1.96\|41.50\|42.45\|40.80\|383630;2026-04-16\|41.95\|2.12\|40.73\|42.69\|40.68\|307001;2026-04-17\|42.60\|1.55\|41.90\|43.98\|41.49\|411873;2026-04-20\|44.97\|5.56\|43.00\|47.17\|42.75\|552454;2026-04-21\|41.92\|-6.78\|42.00\|43.00\|40.80\|577369;2026-04-22\|44.25\|5.56\|41.53\|45.00\|41.21\|511124;2026-04-23\|42.40\|-4.18\|44.22\|44.22\|42.13\|345368;2026-04-24\|41.00\|-3.30\|41.61\|42.20\|39.61\|366930;2026-04-27\|40.59\|-1.00\|41.83\|41.83\|40.32\|258503;2026-04-28\|39.19\|-3.45\|40.50\|40.71\|39.00\|225102;2026-04-29\|39.00\|-0.48\|38.81\|39.99\|38.68\|222936;2026-04-30\|38.45\|-1.41\|39.07\|39.32\|37.79\|224293;2026-05-06\|40.48\|5.28\|39.88\|41.36\|39.88\|346838;2026-05-07\|44.50\|9.93\|40.62\|45.16\|40.62\|554104;2026-05-08\|43.77\|-1.64\|43.16\|44.28\|42.91\|348389;2026-05-11\|44.37\|1.37\|44.20\|44.98\|43.18\|425801;2026-05-12\|43.74\|-1.42\|45.16\|45.20\|43.14\|313700;2026-05-13\|46.40\|6.08\|42.95\|46.40\|42.65\|566973;2026-05-14\|43.60\|-6.03\|46.40\|46.90\|43.53\|489637;2026-05-15\|43.13\|-1.08\|44.46\|45.35\|42.63\|386754;2026-05-18\|43.98\|1.97\|42.81\|45.08\|42.46\|352045;2026-05-19\|45.91\|4.39\|43.03\|45.94\|42.42\|442413;2026-05-20\|47.53\|3.53\|45.01\|48.04\|44.93\|585160;2026-05-21\|43.14\|-9.24\|47.39\|47.39\|43.00\|552833;2026-05-22\|45.31\|5.03\|43.71\|45.60\|42.85\|365951;2026-05-25\|46.33\|2.25\|45.91\|47.54\|44.89\|449746;2026-05-26\|43.85\|-5.35\|46.40\|46.44\|43.37\|375154;2026-05-27\|40.92\|-6.68\|43.02\|43.58\|40.28\|396970;2026-05-28\|42.01\|2.66\|40.89\|42.58\|40.23\|291627;2026-05-29\|38.20\|-9.07\|42.35\|43.35\|37.70\|401402;2026-06-01\|36.64\|-4.08\|38.60\|38.64\|36.00\|263542;2026-06-02\|36.90\|0.71\|36.52\|37.28\|35.08\|243455;2026-06-03\|37.00\|0.27\|36.70\|38.17\|36.37\|279246;2026-06-04\|38.25\|3.57\|36.42\|38.56\|36.18\|282745;2026-06-05\|36.73\|-3.97\|37.55\|37.93\|35.98\|253918;2026-06-08\|34.00\|-7.43\|35.10\|35.49\|33.56\|249152;2026-06-09\|36.09\|6.15\|34.68\|36.30\|34.10\|252579;2026-06-10\|34.81\|-3.55\|35.74\|35.90\|34.56\|192370;2026-06-11\|34.40\|-1.18\|34.71\|34.98\|33.75\|164650;2026-06-12\|34.16\|-0.70\|35.16\|35.68\|34.07\|170798;2026-06-15\|37.71\|10.39\|34.66\|37.99\|34.66\|278241;2026-06-16\|38.73\|2.70\|37.86\|38.96\|37.41\|261916;2026-06-17\|38.58\|-0.39\|38.36\|39.03\|37.89\|221228;2026-06-18\|38.86\|0.73\|38.68\|39.58\|38.39\|214108;2026-06-22\|38.73\|-0.33\|39.10\|39.55\|37.22\|307564;2026-06-23\|40.94\|5.71\|46.00\|46.46\|40.44\|588026;2026-06-24\|42.47\|3.74\|40.19\|43.90\|38.70\|518358;2026-06-25\|42.86\|0.92\|42.60\|45.19\|42.30\|506840;2026-06-26\|40.16\|-6.30\|42.20\|42.65\|40.04\|373850;2026-06-29\|37.11\|-7.59\|40.25\|40.55\|36.18\|360054;2026-06-30\|38.70\|4.28\|37.77\|39.15\|36.58\|259673;2026-07-01\|37.25\|-3.75\|38.70\|39.70\|37.05\|289632;2026-07-02\|36.15\|-2.95\|36.00\|37.90\|35.46\|246882;2026-07-03\|36.60\|1.24\|36.00\|37.95\|35.71\|241458;2026-07-06\|40.30\|10.11\|36.72\|43.43\|36.68\|599486;2026-07-07\|38.48\|-4.52\|39.90\|41.05\|38.30\|299830;2026-07-08\|37.71\|-2.00\|38.99\|40.10\|37.57\|352788;2026-07-09\|39.09\|3.66\|38.16\|39.50\|36.00\|395267;2026-07-10\|38.60\|-1.25\|38.88\|40.87\|38.30\|386960;2026-07-13\|34.78\|-9.90\|38.02\|39.97\|34.29\|326951;2026-07-14\|35.50\|2.07\|34.49\|36.48\|32.69\|281574;2026-07-15\|33.21\|-6.45\|35.15\|35.65\|33.09\|215500;2026-07-16\|33.08\|-0.39\|32.55\|34.26\|31.21\|195019;2026-07-17\|28.63\|-13.45\|32.79\|32.79\|28.40\|265146;2026-07-20\|26.16\|-8.63\|29.85\|29.85\|25.40\|266522;2026-07-21\|27.73\|6.00\|26.45\|27.78\|23.20\|298378;2026-07-22\|28.17\|1.59\|27.20\|29.80\|27.01\|293153;2026-07-23\|27.80\|-1.31\|28.42\|29.38\|27.35\|207336;2026-07-24\|27.01\|-2.84\|27.38\|27.95\|26.80\|124232
41600	铜缆高速连接+224G连接器+液冷散热+可转债获批行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月7日投资者关系活动记录表，公司112G高速连接器满产运行，224G产品已批量供货，AI算力相关订单需求持续饱和。 2、据2026年5月7日投资者关系活动记录表，液冷组件实现小批量交付，成为新业务增长点，224G液冷散热器已通过客户认证，处于批量交付前最后准备阶段；公司已追加至3条新液冷产线，将于二、三季度陆续投产。 3、2026年一季度营收4.57亿元，同比增长20.78%，归母净利润8032.74万元，同比增长51.86%。 4、据2026年5月9日公告，公司向不特定对象发行可转换公司债券申请获得上交所上市审核委员会审核通过。	1、公司的液冷产品主要用于对连接器和光模块信号传递接触面进行散热处理，服务器和数据中心均可以适用，液冷产品主要客户为安费诺、莫仕、泰科、立讯精密等； 2、公司卫星通信总成系统CANFD连接器已通过客户认证并按订单交付，切入商业航天赛道；2025年净利润预增119.59%； 3、公司高速通讯连接器零组件业务收入占比约为70%-75%，主要供给安费诺、莫仕和泰科等世界知名连接器企业	2026-03-17\|137.39\|-5.58\|147.04\|149.85\|137.10\|50286;2026-03-18\|141.86\|3.25\|139.00\|143.95\|137.50\|38800;2026-03-19\|143.27\|0.99\|137.52\|152.58\|137.08\|71693;2026-03-20\|151.08\|5.45\|148.15\|158.88\|146.13\|111165;2026-03-23\|132.61\|-12.23\|145.55\|147.80\|130.10\|99973;2026-03-24\|133.97\|1.03\|135.60\|136.36\|126.06\|58650;2026-03-25\|136.60\|1.96\|135.99\|140.52\|133.89\|64294;2026-03-26\|132.16\|-3.25\|136.50\|139.88\|131.59\|45830;2026-03-27\|129.78\|-1.80\|129.50\|131.89\|125.05\|61918;2026-03-30\|130.65\|0.67\|128.00\|132.36\|127.81\|38455;2026-03-31\|125.90\|-3.64\|128.90\|130.80\|124.11\|42409;2026-04-01\|149.19\|18.50\|131.88\|150.95\|130.11\|131055;2026-04-02\|146.28\|-1.95\|147.07\|150.86\|144.00\|79466;2026-04-03\|151.70\|3.71\|147.80\|158.20\|146.99\|82905;2026-04-07\|147.98\|-2.45\|153.99\|153.99\|146.00\|61279;2026-04-08\|165.72\|11.99\|153.37\|166.59\|151.38\|99445;2026-04-09\|164.27\|-0.88\|165.00\|167.27\|162.96\|58244;2026-04-10\|165.76\|0.91\|167.19\|171.43\|161.28\|74267;2026-04-13\|161.05\|-2.84\|164.76\|168.00\|159.06\|56854;2026-04-14\|171.20\|6.30\|162.87\|171.68\|161.06\|80103;2026-04-15\|172.69\|0.87\|171.00\|179.15\|169.00\|73264;2026-04-16\|207.23\|20.00\|179.00\|207.23\|176.50\|131729;2026-04-17\|212.00\|2.30\|215.00\|218.58\|204.00\|105358;2026-04-20\|211.19\|-0.38\|212.09\|214.13\|204.10\|83539;2026-04-21\|223.00\|5.59\|202.87\|226.50\|202.87\|86013;2026-04-22\|228.00\|2.24\|220.51\|230.00\|215.98\|70885;2026-04-23\|235.37\|3.23\|223.97\|248.00\|223.97\|77336;2026-04-24\|239.00\|1.54\|234.08\|240.00\|225.00\|79413;2026-04-27\|235.81\|-1.33\|232.97\|239.82\|226.00\|54614;2026-04-28\|223.38\|-5.27\|236.08\|236.52\|221.74\|52973;2026-04-29\|219.05\|-1.94\|226.92\|228.00\|217.05\|47701;2026-04-30\|220.00\|0.43\|219.07\|233.00\|219.07\|34726;2026-05-06\|217.54\|-1.12\|224.61\|227.45\|215.80\|60444;2026-05-07\|224.00\|2.97\|219.00\|225.80\|209.99\|60801;2026-05-08\|224.00\|0.00\|224.00\|228.58\|218.10\|55660;2026-05-11\|230.50\|2.90\|224.00\|236.89\|217.00\|80044;2026-05-12\|252.00\|9.33\|231.71\|255.85\|228.00\|93778;2026-05-13\|252.47\|0.19\|246.96\|258.50\|238.02\|69897;2026-05-14\|244.00\|-3.35\|253.00\|264.63\|244.00\|60252;2026-05-15\|245.98\|0.81\|244.00\|255.01\|235.00\|54799;2026-05-18\|283.60\|15.29\|238.00\|283.80\|238.00\|84742;2026-05-19\|279.98\|-1.28\|281.00\|291.98\|274.00\|55567;2026-05-20\|283.88\|1.39\|279.90\|284.33\|269.81\|45042;2026-05-21\|260.00\|-8.41\|285.04\|288.95\|257.68\|62562;2026-05-22\|273.00\|5.00\|270.00\|286.00\|262.60\|65817;2026-05-25\|280.38\|2.70\|276.05\|288.86\|273.54\|52046;2026-05-26\|282.00\|0.72\|274.50\|287.79\|269.33\|45703;2026-05-27\|287.50\|1.95\|285.38\|301.68\|271.59\|59867;2026-05-28\|303.75\|5.65\|288.12\|312.88\|284.01\|68603;2026-05-29\|289.93\|-4.55\|308.45\|328.28\|285.62\|63775;2026-06-01\|266.09\|-8.22\|290.11\|292.66\|264.12\|56043;2026-06-02\|289.74\|8.89\|271.41\|293.84\|271.00\|48921;2026-06-03\|302.00\|4.23\|293.78\|307.78\|286.24\|52718;2026-06-04\|362.40\|20.00\|295.00\|362.40\|295.00\|69320;2026-06-05\|395.97\|9.26\|386.84\|428.00\|380.52\|95312;2026-06-08\|391.78\|-1.06\|385.23\|410.99\|373.00\|87118;2026-06-09\|426.71\|8.92\|407.16\|433.88\|388.91\|79083;2026-06-10\|416.01\|-2.51\|412.00\|440.00\|404.30\|51336;2026-06-11\|410.88\|-1.23\|413.00\|438.88\|400.00\|45629;2026-06-12\|423.23\|3.01\|424.50\|433.18\|405.00\|62657;2026-06-15\|432.00\|2.07\|408.42\|433.97\|388.00\|63877;2026-06-16\|400.08\|-7.39\|430.00\|430.00\|396.52\|83534;2026-06-17\|408.30\|2.05\|390.00\|410.30\|388.20\|55887;2026-06-18\|429.86\|5.28\|398.00\|434.30\|398.00\|47814;2026-06-22\|406.07\|-5.53\|434.00\|444.00\|391.09\|67281;2026-06-23\|394.85\|-2.76\|430.00\|434.00\|389.00\|48370;2026-06-24\|393.00\|-0.47\|384.00\|399.89\|384.00\|38900;2026-06-25\|401.91\|2.27\|405.00\|419.80\|391.51\|47998;2026-06-26\|376.01\|-6.44\|400.55\|401.96\|363.36\|66075;2026-06-29\|364.51\|-3.06\|373.00\|379.00\|340.00\|66768;2026-06-30\|373.30\|2.41\|364.65\|380.20\|355.58\|49358;2026-07-01\|358.28\|-4.02\|374.00\|381.62\|352.61\|63379;2026-07-02\|321.04\|-10.39\|337.00\|345.64\|318.50\|62475;2026-07-03\|322.83\|0.56\|324.26\|338.00\|317.60\|45227;2026-07-06\|322.30\|-0.16\|325.13\|343.99\|319.87\|50051;2026-07-07\|331.17\|2.75\|322.00\|343.00\|321.68\|45929;2026-07-08\|324.42\|-2.04\|337.79\|347.00\|323.20\|45758;2026-07-09\|341.69\|5.32\|337.74\|341.80\|316.33\|43544;2026-07-10\|332.61\|-2.66\|351.08\|366.18\|331.00\|47996;2026-07-13\|322.00\|-3.19\|330.99\|347.66\|319.50\|37523;2026-07-14\|345.88\|7.42\|325.25\|346.66\|322.58\|40682;2026-07-15\|328.30\|-5.08\|346.98\|351.02\|323.00\|39283;2026-07-16\|304.32\|-7.30\|313.04\|326.59\|300.31\|39888;2026-07-17\|243.46\|-20.00\|289.00\|290.44\|243.46\|85621;2026-07-20\|219.66\|-9.78\|253.29\|255.50\|208.13\|72209;2026-07-21\|250.86\|14.20\|224.05\|251.59\|204.05\|64717;2026-07-22\|235.86\|-5.98\|250.86\|255.60\|233.13\|49444;2026-07-23\|229.01\|-2.90\|240.58\|243.77\|227.00\|33637;2026-07-24\|222.60\|-2.80\|225.00\|235.00\|221.10\|36757
41599	涨停揭秘：思泉新材依托石墨+液冷双路径热管理方案，深度绑定AI服务器及人形机器人供应链；涨停缘由：公司液冷模组已应用于多家AI服务器厂商，同时为头部人形机器人企业提供石墨散热片；2026年人形机器人量产节点临近，散热需求爆发在即；资金逻辑：4月8日涨停首板即获一线游资席位大额买入，单日换手率46.2%，融资余额周增幅达22%，体现资金对新兴应用赛道的高度认可；风险提示：公司液冷业务尚处导入期，收入占比低，且机器人散热订单尚未形成稳定批量，短期业绩贡献有限	公司主营热管理产品包括石墨散热片、液冷模组等，应用于机器人、AI服务器、消费电子、新能源汽车及数据中心等领域	2026-03-17\|169.90\|-7.35\|184.07\|186.42\|169.23\|31824;2026-03-18\|177.36\|4.39\|172.61\|179.10\|170.10\|29112;2026-03-19\|181.74\|2.47\|174.01\|189.52\|173.51\|49779;2026-03-20\|176.23\|-3.03\|185.01\|185.74\|176.20\|27599;2026-03-23\|164.36\|-6.74\|171.36\|175.38\|162.24\|32024;2026-03-24\|169.46\|3.10\|167.00\|172.00\|164.19\|29072;2026-03-25\|172.52\|1.81\|170.57\|176.00\|169.50\|20049;2026-03-26\|169.00\|-2.04\|171.28\|177.14\|167.65\|19937;2026-03-27\|175.90\|4.08\|165.71\|179.00\|163.02\|33985;2026-03-30\|174.34\|-0.89\|173.20\|175.31\|170.71\|21199;2026-03-31\|164.88\|-5.43\|173.99\|174.79\|164.00\|28216;2026-04-01\|176.44\|7.01\|170.04\|180.78\|167.00\|46871;2026-04-02\|165.86\|-6.00\|176.07\|176.07\|164.04\|34236;2026-04-03\|164.55\|-0.79\|167.10\|168.32\|162.30\|20676;2026-04-07\|162.54\|-1.22\|164.60\|167.85\|161.68\|16444;2026-04-08\|182.30\|12.16\|168.60\|185.00\|167.70\|57537;2026-04-09\|185.12\|1.55\|179.98\|188.00\|179.00\|33562;2026-04-10\|186.65\|0.83\|192.00\|192.39\|184.71\|37275;2026-04-13\|198.00\|6.08\|186.51\|206.06\|186.50\|56287;2026-04-14\|196.19\|-0.91\|197.87\|200.83\|194.02\|44689;2026-04-15\|198.50\|1.18\|201.01\|214.79\|197.77\|56058;2026-04-16\|208.75\|5.16\|197.19\|212.00\|197.19\|44381;2026-04-17\|219.20\|5.01\|202.02\|223.67\|202.02\|52175;2026-04-20\|219.00\|-0.09\|219.20\|223.09\|213.13\|44934;2026-04-21\|215.41\|-1.64\|210.01\|216.80\|208.00\|42072;2026-04-22\|219.28\|1.80\|214.07\|222.00\|211.00\|44607;2026-04-23\|208.99\|-4.69\|218.01\|220.71\|205.06\|38995;2026-04-24\|213.89\|2.34\|208.99\|219.84\|208.62\|40810;2026-04-27\|226.01\|5.67\|217.74\|229.88\|215.10\|53449;2026-04-28\|221.00\|-2.22\|229.00\|230.00\|219.50\|32089;2026-04-29\|217.48\|-1.59\|216.10\|220.00\|211.00\|23221;2026-04-30\|229.56\|5.55\|219.80\|231.84\|215.38\|39179;2026-05-06\|229.00\|-0.24\|234.15\|236.06\|223.17\|39543;2026-05-07\|241.41\|5.42\|227.59\|243.53\|221.02\|40111;2026-05-08\|237.06\|-1.80\|237.00\|240.81\|231.49\|31659;2026-05-11\|233.93\|-1.32\|242.31\|251.79\|232.80\|40633;2026-05-12\|229.90\|-1.72\|233.93\|234.40\|226.00\|37011;2026-05-13\|230.78\|0.38\|228.00\|236.88\|224.65\|36416;2026-05-14\|239.80\|3.91\|236.81\|248.87\|235.00\|53658;2026-05-15\|234.74\|-2.11\|240.03\|243.65\|229.32\|33730;2026-05-18\|261.00\|11.19\|236.16\|271.00\|232.00\|55947;2026-05-19\|280.00\|7.28\|265.00\|282.96\|243.88\|69384;2026-05-20\|279.99\|-0.00\|278.30\|291.00\|267.69\|50538;2026-05-21\|267.69\|-4.39\|280.07\|286.98\|267.01\|41107;2026-05-22\|269.50\|0.68\|267.69\|272.00\|259.69\|32370;2026-05-25\|261.38\|-3.01\|269.00\|269.58\|245.00\|51559;2026-05-26\|248.89\|-4.78\|262.12\|263.84\|245.00\|46689;2026-05-27\|249.58\|0.28\|250.00\|261.99\|245.00\|39179;2026-05-28\|251.30\|0.69\|248.46\|251.58\|234.58\|43191;2026-05-29\|220.71\|-12.17\|250.00\|251.07\|218.08\|58376;2026-06-01\|154.18\|-2.13\|161.48\|167.40\|154.03\|62697;2026-06-02\|170.00\|10.26\|157.39\|170.88\|152.80\|78522;2026-06-03\|154.60\|-9.06\|169.99\|182.00\|150.00\|131298;2026-06-04\|150.26\|-2.81\|154.00\|163.00\|143.51\|132753;2026-06-05\|152.21\|1.30\|150.00\|155.39\|146.47\|79231;2026-06-08\|137.00\|-9.99\|144.88\|148.88\|132.66\|84149;2026-06-09\|144.08\|5.17\|139.96\|144.99\|137.00\|58580;2026-06-10\|141.50\|-1.79\|142.65\|147.60\|138.86\|41781;2026-06-11\|139.17\|-1.65\|141.40\|142.00\|135.00\|39471;2026-06-12\|144.19\|3.61\|142.00\|147.68\|140.85\|65104;2026-06-15\|146.00\|1.26\|144.19\|148.98\|142.60\|85095;2026-06-16\|153.04\|4.82\|146.00\|155.80\|144.04\|90487;2026-06-17\|159.00\|3.89\|150.00\|159.44\|149.90\|76138;2026-06-18\|171.51\|7.87\|159.05\|176.66\|157.00\|112362;2026-06-22\|158.15\|-7.79\|176.80\|176.80\|154.51\|128864;2026-06-23\|165.45\|4.62\|166.90\|169.90\|159.16\|136618;2026-06-24\|173.05\|4.59\|160.50\|175.89\|154.00\|133815;2026-06-25\|176.65\|2.08\|171.73\|182.98\|171.04\|107648;2026-06-26\|170.32\|-3.58\|176.00\|185.00\|170.22\|90827;2026-06-29\|154.45\|-9.32\|170.30\|170.30\|152.20\|109669;2026-06-30\|164.58\|6.56\|152.51\|165.70\|149.80\|78196;2026-07-01\|167.44\|1.74\|166.41\|181.39\|165.15\|89316;2026-07-02\|163.52\|-2.34\|164.08\|178.00\|158.00\|90418;2026-07-03\|166.24\|1.66\|163.75\|174.76\|163.00\|74961;2026-07-06\|176.57\|6.21\|167.42\|185.00\|164.68\|109076;2026-07-07\|169.19\|-4.18\|176.57\|185.00\|165.60\|67956;2026-07-08\|159.01\|-6.02\|171.36\|175.00\|159.00\|61693;2026-07-09\|162.22\|2.02\|161.92\|163.57\|149.50\|70925;2026-07-10\|154.00\|-5.07\|162.42\|165.98\|153.90\|53543;2026-07-13\|136.68\|-11.25\|152.50\|156.50\|135.72\|71087;2026-07-14\|145.34\|6.34\|138.02\|146.00\|133.36\|66062;2026-07-15\|140.50\|-3.33\|146.50\|150.53\|138.32\|45708;2026-07-16\|136.60\|-2.78\|139.00\|144.40\|133.02\|54459;2026-07-17\|116.62\|-14.63\|135.24\|137.66\|116.01\|75627;2026-07-20\|112.47\|-3.56\|122.00\|127.96\|108.35\|102456;2026-07-21\|120.00\|6.70\|114.72\|120.90\|96.06\|94764;2026-07-22\|113.00\|-5.83\|118.04\|121.45\|111.88\|83702;2026-07-23\|108.18\|-4.27\|113.82\|116.76\|107.34\|52573;2026-07-24\|106.51\|-1.54\|106.00\|110.50\|103.71\|45746
41598	涨停揭秘：菲沃泰凭借相变液冷主板防护镀膜技术实现量产，切入AI服务器核心部件供应链；涨停缘由：公司相变液冷涂层已用于算力服务器主板、光模块及电源部件，具备耐高温、抗腐蚀、高绝缘特性；2026年国内AI服务器液冷渗透率提升带动镀膜需求放量；资金逻辑：4月8日涨停当日主力资金净流入超8000万元，融资融券余额单周增长15.3%，显示产业资金与两融资金同步加仓；风险提示：公司主营业务仍以消费电子防护镀膜为主，液冷镀膜收入占比暂小，技术转化至规模化盈利需观察良率与客户认证进展	公司相变液冷服务器主板涂层产品已量产，并可为算力服务器算力主板、光模块、电源等部件提供镀膜防护，液冷服务器业务正快速放量	2026-03-17\|19.91\|-2.35\|20.64\|20.81\|19.90\|14744;2026-03-18\|20.35\|2.21\|20.00\|20.49\|19.81\|12761;2026-03-19\|19.56\|-3.88\|19.99\|20.29\|19.30\|17350;2026-03-20\|18.98\|-2.97\|19.56\|19.92\|18.91\|17451;2026-03-23\|17.83\|-6.06\|18.43\|18.87\|17.80\|24963;2026-03-24\|18.52\|3.87\|18.10\|18.55\|17.92\|22523;2026-03-25\|19.51\|5.35\|19.46\|19.99\|18.60\|28149;2026-03-26\|19.88\|1.90\|19.35\|20.10\|19.20\|28583;2026-03-27\|19.59\|-1.46\|19.45\|19.98\|19.21\|26190;2026-03-30\|18.87\|-3.68\|19.63\|19.68\|18.66\|25761;2026-03-31\|18.58\|-1.54\|18.81\|19.06\|18.53\|16964;2026-04-01\|19.26\|3.66\|19.00\|19.39\|18.68\|19257;2026-04-02\|18.68\|-3.01\|19.30\|19.37\|18.53\|14166;2026-04-03\|18.48\|-1.07\|18.54\|18.87\|18.42\|7509;2026-04-07\|18.74\|1.41\|18.34\|18.97\|18.34\|9960;2026-04-08\|21.03\|12.22\|19.77\|21.10\|19.15\|45063;2026-04-09\|20.95\|-0.38\|21.01\|21.25\|20.50\|30859;2026-04-10\|20.95\|0.00\|21.21\|21.35\|20.92\|26199;2026-04-13\|20.64\|-1.48\|20.70\|21.03\|20.48\|24668;2026-04-14\|20.89\|1.21\|20.64\|21.18\|20.64\|18732;2026-04-15\|20.95\|0.29\|21.01\|21.47\|20.62\|24204;2026-04-16\|21.15\|0.95\|21.03\|21.39\|20.81\|15716;2026-04-17\|21.25\|0.47\|21.05\|21.30\|21.02\|18086;2026-04-20\|21.13\|-0.56\|21.27\|21.69\|21.01\|20232;2026-04-21\|21.24\|0.52\|21.17\|21.25\|20.73\|16180;2026-04-22\|21.60\|1.69\|21.35\|21.79\|20.84\|22105;2026-04-23\|21.10\|-2.31\|21.45\|21.80\|21.00\|21810;2026-04-24\|21.24\|0.66\|21.10\|21.45\|20.90\|18059;2026-04-27\|21.80\|2.64\|21.22\|22.09\|21.00\|38667;2026-04-28\|22.16\|1.65\|21.70\|22.73\|21.64\|43503;2026-04-29\|22.10\|-0.27\|21.75\|22.39\|21.60\|30021;2026-04-30\|24.72\|11.86\|20.82\|24.99\|20.51\|168465;2026-05-06\|27.60\|11.65\|24.99\|28.13\|23.74\|169107;2026-05-07\|31.00\|12.32\|28.50\|31.08\|27.11\|146562;2026-05-08\|31.72\|2.32\|30.00\|32.70\|29.60\|130256;2026-05-11\|33.66\|6.12\|32.16\|34.68\|31.09\|147435;2026-05-12\|35.00\|3.98\|34.70\|35.10\|32.60\|182638;2026-05-13\|36.89\|5.40\|34.37\|37.06\|33.30\|178606;2026-05-14\|38.00\|3.01\|36.50\|39.45\|36.50\|153937;2026-05-15\|37.07\|-2.45\|38.22\|39.40\|36.19\|158638;2026-05-18\|35.90\|-3.16\|36.00\|37.77\|34.40\|167890;2026-05-19\|36.99\|3.04\|36.01\|39.60\|34.45\|174349;2026-05-20\|41.40\|11.92\|36.63\|44.39\|35.80\|342661;2026-05-21\|39.00\|-5.80\|40.00\|43.86\|38.79\|264880;2026-05-22\|41.90\|7.44\|39.90\|43.32\|38.33\|210211;2026-05-25\|41.64\|-0.62\|41.00\|42.98\|37.40\|242997;2026-05-26\|40.41\|-2.95\|42.04\|43.69\|39.00\|222360;2026-05-27\|37.67\|-6.78\|40.27\|42.45\|36.74\|217889;2026-05-28\|38.26\|1.57\|37.49\|39.60\|35.51\|201666;2026-05-29\|35.99\|-5.93\|38.10\|38.29\|35.25\|116360;2026-06-01\|34.41\|-4.39\|35.50\|36.63\|34.19\|96021;2026-06-02\|35.10\|2.01\|34.43\|36.98\|33.00\|109974;2026-06-03\|37.30\|6.27\|34.50\|41.00\|33.82\|211289;2026-06-04\|39.59\|6.14\|36.00\|40.60\|36.00\|196230;2026-06-05\|38.38\|-3.06\|38.81\|40.50\|37.88\|125813;2026-06-08\|35.24\|-8.18\|35.82\|37.74\|34.80\|101220;2026-06-09\|36.79\|4.40\|35.45\|37.88\|35.00\|87107;2026-06-10\|38.41\|4.40\|36.00\|39.50\|35.30\|131894;2026-06-11\|38.07\|-0.89\|38.78\|39.80\|36.80\|141542;2026-06-12\|39.65\|4.29\|39.80\|41.96\|36.02\|210818;2026-06-15\|38.79\|-2.17\|38.58\|39.33\|36.58\|169428;2026-06-16\|37.55\|-3.20\|39.35\|39.60\|36.06\|172449;2026-06-17\|42.88\|14.19\|36.80\|43.82\|36.76\|239028;2026-06-18\|38.00\|-11.38\|41.72\|43.40\|37.62\|208682;2026-06-22\|37.77\|-0.61\|38.00\|38.50\|35.50\|169507;2026-06-23\|33.86\|-10.35\|37.10\|39.85\|33.40\|195527;2026-06-24\|35.62\|5.20\|33.22\|35.96\|31.86\|161866;2026-06-25\|34.75\|-2.44\|35.55\|37.18\|33.99\|128465;2026-06-26\|34.46\|-0.83\|35.08\|36.74\|33.56\|110594;2026-06-29\|35.80\|3.89\|34.26\|38.26\|34.26\|175385;2026-06-30\|38.99\|8.91\|35.80\|41.26\|35.20\|201199;2026-07-01\|39.70\|1.82\|38.50\|40.30\|37.81\|119458;2026-07-02\|41.29\|4.00\|37.96\|45.40\|37.96\|192220;2026-07-03\|38.39\|-7.02\|40.88\|41.66\|38.14\|121120;2026-07-06\|36.20\|-5.70\|39.16\|39.16\|34.91\|100865;2026-07-07\|35.50\|-1.93\|36.00\|36.99\|35.05\|63053;2026-07-08\|35.01\|-1.38\|35.62\|36.37\|33.90\|71164;2026-07-09\|42.01\|19.99\|36.50\|42.01\|34.10\|150290;2026-07-10\|45.05\|7.24\|42.85\|48.80\|42.11\|215053;2026-07-13\|43.45\|-3.55\|44.71\|46.98\|41.06\|137240;2026-07-14\|42.69\|-1.75\|44.50\|45.44\|40.88\|139856;2026-07-15\|37.90\|-11.22\|44.06\|45.00\|37.77\|144256;2026-07-16\|34.18\|-9.82\|36.96\|37.80\|34.01\|113085;2026-07-17\|27.34\|-20.01\|34.11\|34.61\|27.34\|150898;2026-07-20\|22.86\|-16.39\|28.37\|29.28\|22.23\|162391;2026-07-21\|27.43\|19.99\|23.20\|27.43\|20.97\|161883;2026-07-22\|27.42\|-0.04\|27.64\|29.80\|26.00\|174678;2026-07-23\|25.36\|-7.51\|27.80\|28.58\|25.08\|118850;2026-07-24\|25.28\|-0.32\|25.60\|26.58\|25.00\|82318
41597	液冷服务器+数据中心+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年半年度报告，公司数据服务板块营收同比增长43.77%，与H公司、字节、腾讯、阿里等头部客户合作深化。 2、据2025年9月1日互动易，公司液冷产线7月投产，产能充足，订单已排至2026年。 3、据2026年1月26日业绩预告，预计2025年净利润2.05-2.46亿元，同比增长77.39%-112.87%。	公司数据服务空调主要应用于新基建中的5G建设和大数据中心建设场景，主要客户包括华为、曙光、秦淮数据等	2026-03-17\|96.01\|-7.71\|105.11\|105.60\|95.77\|122768;2026-03-18\|98.58\|2.68\|98.04\|100.72\|95.60\|117609;2026-03-19\|94.91\|-3.72\|96.79\|98.38\|94.30\|91879;2026-03-20\|92.09\|-2.97\|96.00\|97.28\|91.70\|99845;2026-03-23\|87.15\|-5.36\|88.81\|91.68\|86.16\|97679;2026-03-24\|87.83\|0.78\|90.00\|91.63\|85.50\|74319;2026-03-25\|90.89\|3.48\|89.00\|93.50\|89.00\|88668;2026-03-26\|87.59\|-3.63\|90.63\|91.13\|87.00\|75391;2026-03-27\|89.54\|2.23\|85.88\|90.36\|85.17\|68523;2026-03-30\|97.11\|8.45\|87.51\|99.05\|87.20\|166726;2026-03-31\|91.52\|-5.76\|97.33\|97.99\|91.19\|96365;2026-04-01\|95.00\|3.80\|94.50\|97.50\|93.74\|81075;2026-04-02\|91.10\|-4.11\|94.67\|94.67\|90.00\|59188;2026-04-03\|91.05\|-0.05\|91.88\|94.48\|90.92\|60206;2026-04-07\|88.31\|-3.01\|91.55\|94.65\|88.01\|76842;2026-04-08\|102.29\|15.83\|92.39\|102.93\|91.10\|185195;2026-04-09\|104.30\|1.97\|99.50\|105.80\|98.91\|141275;2026-04-10\|109.54\|5.02\|106.59\|114.24\|105.04\|177579;2026-04-13\|117.28\|7.07\|115.00\|119.90\|112.73\|184394;2026-04-14\|125.32\|6.86\|122.02\|128.80\|118.31\|164897;2026-04-15\|123.29\|-1.62\|125.51\|126.99\|121.89\|127676;2026-04-16\|122.83\|-0.37\|123.15\|125.80\|120.70\|155519;2026-04-17\|120.45\|-1.94\|119.90\|124.49\|117.33\|139626;2026-04-20\|126.96\|5.40\|124.00\|136.01\|122.01\|215083;2026-04-21\|124.84\|-1.67\|120.44\|127.91\|120.44\|175785;2026-04-22\|126.50\|1.33\|123.72\|127.41\|118.00\|195050;2026-04-23\|124.10\|-1.90\|125.44\|131.50\|123.00\|151255;2026-04-24\|123.79\|-0.25\|124.10\|127.49\|121.21\|122575;2026-04-27\|125.54\|1.41\|125.01\|128.28\|122.30\|99501;2026-04-28\|122.50\|-2.42\|124.61\|126.69\|120.30\|92397;2026-04-29\|116.52\|-4.88\|115.96\|125.00\|115.26\|154991;2026-04-30\|116.81\|0.25\|116.99\|118.79\|111.80\|120869;2026-05-06\|119.55\|2.35\|118.40\|121.40\|117.00\|103817;2026-05-07\|136.68\|14.33\|120.94\|138.00\|116.69\|197317;2026-05-08\|135.70\|-0.72\|135.00\|137.20\|133.30\|105240;2026-05-11\|136.71\|0.74\|135.60\|140.08\|129.87\|120124;2026-05-12\|136.26\|-0.33\|136.70\|137.91\|133.00\|89509;2026-05-13\|139.95\|2.71\|134.98\|140.88\|131.44\|163275;2026-05-14\|133.10\|-4.89\|142.05\|142.05\|132.26\|129097;2026-05-15\|131.81\|-0.97\|135.67\|140.00\|129.78\|148345;2026-05-18\|139.04\|5.49\|130.02\|144.58\|128.71\|138423;2026-05-19\|144.36\|3.83\|138.01\|145.89\|133.50\|117336;2026-05-20\|163.22\|13.06\|144.37\|165.34\|144.37\|154042;2026-05-21\|154.50\|-5.34\|163.19\|168.88\|153.00\|133535;2026-05-22\|168.18\|8.85\|157.59\|169.86\|155.00\|122932;2026-05-25\|167.29\|-0.53\|170.00\|170.00\|159.19\|126431;2026-05-26\|156.61\|-6.38\|164.60\|166.00\|153.00\|112979;2026-05-27\|152.03\|-2.92\|155.89\|159.99\|150.10\|77779;2026-05-28\|154.85\|1.85\|151.66\|155.10\|148.50\|85354;2026-05-29\|143.30\|-7.46\|155.99\|157.24\|141.00\|101498;2026-06-01\|132.93\|-7.24\|144.01\|145.01\|131.98\|108247;2026-06-02\|98.90\|4.36\|95.89\|101.19\|94.50\|137550;2026-06-03\|97.41\|-1.51\|100.88\|102.58\|96.31\|129717;2026-06-04\|102.99\|5.73\|97.55\|105.00\|96.51\|137323;2026-06-05\|97.47\|-5.36\|101.61\|102.99\|96.43\|127465;2026-06-08\|91.54\|-6.08\|94.38\|95.55\|89.82\|129784;2026-06-09\|104.00\|13.61\|94.00\|104.98\|93.36\|201813;2026-06-10\|100.85\|-3.03\|102.83\|105.77\|99.03\|126763;2026-06-11\|97.59\|-3.23\|101.46\|102.00\|95.66\|101197;2026-06-12\|98.20\|0.63\|101.00\|102.08\|96.70\|140163;2026-06-15\|109.18\|11.18\|99.50\|109.42\|99.50\|166153;2026-06-16\|110.15\|0.89\|108.51\|114.50\|107.01\|159412;2026-06-17\|112.77\|2.38\|108.52\|113.99\|107.01\|181556;2026-06-18\|116.31\|3.14\|114.51\|121.86\|114.03\|218520;2026-06-22\|109.90\|-5.51\|116.30\|119.97\|106.12\|231448;2026-06-23\|110.53\|0.57\|118.00\|124.28\|109.74\|256169;2026-06-24\|112.90\|2.14\|108.50\|115.08\|106.00\|199487;2026-06-25\|114.91\|1.78\|114.66\|123.80\|113.22\|220233;2026-06-26\|108.09\|-5.94\|112.00\|115.92\|107.00\|178185;2026-06-29\|102.24\|-5.41\|108.12\|111.00\|97.02\|182806;2026-06-30\|115.61\|13.08\|101.00\|116.16\|100.20\|217833;2026-07-01\|109.92\|-4.92\|120.00\|125.00\|108.00\|229006;2026-07-02\|107.56\|-2.15\|106.92\|115.80\|104.00\|198756;2026-07-03\|117.78\|9.50\|106.48\|123.85\|106.48\|277931;2026-07-06\|125.00\|6.13\|117.78\|132.00\|117.78\|237004;2026-07-07\|118.08\|-5.54\|128.00\|133.11\|117.58\|219809;2026-07-08\|117.88\|-0.17\|120.45\|130.32\|117.21\|219611;2026-07-09\|123.55\|4.81\|120.00\|123.79\|112.22\|221475;2026-07-10\|119.56\|-3.23\|121.34\|128.61\|119.30\|200342;2026-07-13\|110.60\|-7.49\|120.78\|124.79\|109.10\|187588;2026-07-14\|113.88\|2.97\|109.96\|115.89\|104.60\|167865;2026-07-15\|105.98\|-6.94\|115.88\|115.88\|104.30\|151678;2026-07-16\|102.91\|-2.90\|101.11\|109.44\|98.01\|127832;2026-07-17\|86.96\|-15.50\|102.10\|102.88\|86.74\|181306;2026-07-20\|79.81\|-8.22\|92.00\|93.28\|75.10\|208958;2026-07-21\|90.23\|13.06\|81.02\|90.50\|70.09\|219655;2026-07-22\|91.10\|0.96\|89.24\|98.98\|88.98\|213755;2026-07-23\|88.73\|-2.60\|92.92\|96.50\|87.72\|139126;2026-07-24\|85.40\|-3.75\|87.15\|89.00\|84.13\|100429
41596	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-03-17\|37.20\|-3.15\|38.85\|38.85\|36.74\|40485;2026-03-18\|38.29\|2.93\|37.56\|38.39\|37.27\|37767;2026-03-19\|37.49\|-2.09\|37.50\|38.15\|37.25\|28241;2026-03-20\|36.79\|-1.87\|37.65\|38.46\|36.79\|30453;2026-03-23\|34.28\|-6.82\|36.00\|36.36\|33.90\|50741;2026-03-24\|35.37\|3.18\|34.70\|35.37\|34.00\|27304;2026-03-25\|37.16\|5.06\|35.70\|37.96\|35.64\|44880;2026-03-26\|36.13\|-2.77\|36.78\|37.80\|35.86\|25737;2026-03-27\|35.56\|-1.58\|35.49\|36.21\|35.02\|23750;2026-03-30\|36.17\|1.72\|35.04\|36.44\|34.96\|19662;2026-03-31\|35.09\|-2.99\|36.17\|36.31\|34.88\|21361;2026-04-01\|36.72\|4.65\|35.90\|37.05\|35.76\|32911;2026-04-02\|35.95\|-2.10\|36.90\|37.15\|35.50\|23165;2026-04-03\|37.99\|5.67\|36.22\|39.10\|36.22\|60483;2026-04-07\|38.27\|0.74\|38.38\|39.49\|37.84\|48729;2026-04-08\|42.10\|10.01\|39.44\|42.10\|38.51\|93343;2026-04-09\|44.20\|4.99\|41.88\|44.88\|40.78\|119600;2026-04-10\|43.53\|-1.52\|44.20\|44.26\|43.11\|69613;2026-04-13\|44.25\|1.65\|43.53\|44.99\|43.40\|67082;2026-04-14\|43.97\|-0.63\|44.53\|44.59\|43.65\|50371;2026-04-15\|43.09\|-2.00\|43.98\|44.34\|42.89\|47460;2026-04-16\|43.86\|1.79\|43.08\|44.03\|42.66\|47547;2026-04-17\|48.25\|10.01\|44.11\|48.25\|44.03\|80970;2026-04-20\|46.23\|-4.19\|48.25\|48.50\|45.47\|100296;2026-04-21\|46.31\|0.17\|46.02\|47.50\|45.10\|77290;2026-04-22\|47.00\|1.49\|45.65\|47.80\|45.65\|99868;2026-04-23\|45.28\|-3.66\|46.60\|46.88\|44.70\|80612;2026-04-24\|45.92\|1.41\|45.01\|47.10\|44.72\|75790;2026-04-27\|48.25\|5.07\|46.84\|49.28\|46.19\|103293;2026-04-28\|46.68\|-3.25\|47.63\|47.83\|46.24\|63256;2026-04-29\|46.85\|0.36\|45.78\|48.22\|45.78\|59262;2026-04-30\|46.88\|0.06\|46.80\|47.97\|46.58\|43458;2026-05-06\|47.67\|1.69\|48.20\|49.12\|47.45\|80667;2026-05-07\|48.78\|2.33\|48.60\|49.35\|47.75\|73549;2026-05-08\|48.58\|-0.41\|47.80\|49.45\|46.71\|59068;2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716
41595	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	2026-03-17\|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;2026-07-24\|58.86\|-4.29\|59.30\|61.87\|56.75\|140326
41594	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	2026-03-17\|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;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950
41593	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	2026-03-17\|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;2026-07-24\|48.19\|-3.81\|49.50\|52.00\|47.50\|422931
41592	订单需求饱满+数据中心+SOFC+山东国资 1、据2026年4月30日投资者关系活动记录表，公司一季度数据中心用发动机销售超500台，同比增逾240%，电力能源产品订单饱满，全年产能扩张明确。 2、据2026年4月30日投资者关系活动记录表，公司年内将批量落地SOFC产能，新一代金属支撑产品已与多家头部企业达成意向合作，卡位AI数据中心低碳电源。 3、据2025年年度报告，公司最终控制人为山东省国资委，2025年现金分红加回购占归母净利润65%，上市以来累计分红420亿元。	公司与卡特彼勒、康明斯同为数据中心燃气发动机核心供应商，有望受益北美离网发电订单增长	2026-03-17\|24.70\|0.61\|25.00\|25.83\|24.68\|1241283;2026-03-18\|25.37\|2.71\|24.88\|25.50\|24.51\|1015333;2026-03-19\|23.80\|-6.19\|24.34\|24.67\|23.67\|1402733;2026-03-20\|23.36\|-1.85\|24.07\|24.30\|23.22\|1090392;2026-03-23\|22.54\|-3.51\|22.73\|23.10\|22.33\|1151666;2026-03-24\|23.71\|5.19\|23.00\|23.86\|22.54\|1343948;2026-03-25\|24.52\|3.42\|24.81\|25.60\|24.39\|1301322;2026-03-26\|23.78\|-3.02\|24.73\|24.73\|23.64\|818477;2026-03-27\|23.50\|-1.18\|21.50\|23.88\|21.40\|2989690;2026-03-30\|24.43\|3.96\|22.78\|24.79\|22.78\|1756953;2026-03-31\|24.24\|-0.78\|24.32\|24.76\|24.01\|992952;2026-04-01\|25.30\|4.37\|25.00\|25.49\|24.80\|1203560;2026-04-02\|25.35\|0.20\|25.40\|25.80\|25.13\|829769;2026-04-03\|25.10\|-0.99\|25.39\|25.90\|25.06\|644695;2026-04-07\|23.88\|-4.86\|25.10\|25.14\|23.75\|1036113;2026-04-08\|25.40\|6.37\|25.36\|26.00\|24.95\|1469674;2026-04-09\|25.98\|2.28\|25.00\|26.28\|24.90\|1370188;2026-04-10\|27.00\|3.93\|26.55\|27.20\|26.11\|1271330;2026-04-13\|26.88\|-0.44\|26.30\|27.23\|25.97\|996191;2026-04-14\|26.18\|-2.60\|28.56\|29.08\|25.95\|1409496;2026-04-15\|26.60\|1.60\|27.00\|27.50\|26.51\|1246661;2026-04-16\|27.40\|3.01\|26.78\|27.57\|26.38\|1202644;2026-04-17\|26.50\|-3.28\|27.13\|27.13\|26.35\|946090;2026-04-20\|26.36\|-0.53\|26.56\|27.43\|26.21\|1085843;2026-04-21\|26.93\|2.16\|26.35\|27.07\|26.15\|954623;2026-04-22\|27.98\|3.90\|26.66\|28.42\|26.50\|1209561;2026-04-23\|29.49\|5.40\|29.39\|30.18\|28.83\|2039153;2026-04-24\|29.59\|0.34\|29.67\|29.95\|28.94\|1046743;2026-04-27\|29.66\|0.24\|29.72\|30.69\|29.54\|1037050;2026-04-28\|30.08\|1.42\|29.73\|30.40\|29.53\|1143308;2026-04-29\|30.15\|0.23\|30.00\|30.30\|29.66\|738067;2026-04-30\|31.20\|3.48\|30.90\|32.66\|30.81\|1696339;2026-05-06\|34.32\|10.00\|34.18\|34.32\|34.01\|1230508;2026-05-07\|35.00\|1.98\|35.71\|35.85\|34.24\|1803514;2026-05-08\|33.06\|-5.54\|34.31\|34.50\|32.88\|1451545;2026-05-11\|33.53\|1.42\|33.50\|33.85\|32.99\|1056211;2026-05-12\|32.70\|-2.48\|33.67\|33.76\|32.10\|1131098;2026-05-13\|34.34\|5.02\|32.01\|34.49\|31.76\|1394130;2026-05-14\|34.20\|-0.41\|35.20\|35.56\|34.20\|1231579;2026-05-15\|34.77\|1.67\|34.23\|35.64\|33.80\|1087488;2026-05-18\|33.30\|-4.23\|33.76\|33.89\|32.88\|1185861;2026-05-19\|33.15\|-0.45\|33.60\|33.75\|32.08\|938788;2026-05-20\|32.61\|-1.63\|33.08\|33.15\|31.45\|1198861;2026-05-21\|32.28\|-1.01\|33.26\|34.05\|32.25\|991015;2026-05-22\|34.01\|5.36\|32.80\|34.10\|32.79\|1004087;2026-05-25\|35.10\|3.20\|34.02\|35.26\|33.25\|881612;2026-05-26\|34.85\|-0.71\|35.06\|35.56\|34.40\|635335;2026-05-27\|34.50\|-1.00\|35.12\|35.87\|34.33\|715652;2026-05-28\|35.31\|2.35\|33.70\|35.50\|33.70\|949362;2026-05-29\|35.34\|0.09\|35.89\|36.34\|35.00\|1045408;2026-06-01\|33.70\|-4.64\|35.18\|35.70\|32.86\|1443625;2026-06-02\|32.22\|-4.39\|33.03\|33.33\|30.33\|2130784;2026-06-03\|32.27\|0.16\|32.75\|33.26\|31.81\|974383;2026-06-04\|33.74\|4.56\|32.29\|33.98\|31.75\|862090;2026-06-05\|31.12\|-7.77\|34.31\|34.38\|30.90\|1523092;2026-06-08\|29.98\|-3.66\|29.51\|30.47\|29.29\|1474577;2026-06-09\|30.35\|1.23\|30.49\|30.57\|29.40\|1003091;2026-06-10\|28.19\|-7.12\|29.43\|29.83\|27.40\|2386447;2026-06-11\|27.57\|-2.20\|27.72\|27.91\|27.03\|1447474;2026-06-12\|28.00\|1.56\|28.94\|29.08\|27.94\|1310314;2026-06-15\|29.38\|4.93\|28.56\|29.38\|28.21\|1241949;2026-06-16\|28.11\|-4.32\|29.18\|29.58\|27.74\|1244115;2026-06-17\|29.28\|4.16\|28.25\|29.93\|28.08\|1055221;2026-06-18\|30.09\|2.77\|29.66\|31.38\|29.50\|1324102;2026-06-22\|31.29\|3.99\|31.03\|32.20\|30.86\|1141946;2026-06-23\|30.06\|-3.93\|31.40\|32.06\|29.83\|945812;2026-06-24\|29.69\|-1.23\|29.79\|30.42\|29.50\|857045;2026-06-25\|28.97\|-2.43\|29.79\|31.29\|28.90\|1196229;2026-06-26\|27.95\|-3.52\|29.25\|29.50\|27.66\|1211368;2026-06-29\|26.19\|-6.30\|27.60\|27.87\|25.78\|1569532;2026-06-30\|27.25\|4.05\|26.63\|28.08\|26.50\|1329556;2026-07-01\|27.80\|2.02\|28.11\|29.00\|27.60\|970999;2026-07-02\|26.40\|-5.04\|27.03\|27.51\|26.23\|964298;2026-07-03\|28.14\|6.59\|26.47\|28.73\|26.21\|1269615;2026-07-06\|29.57\|5.08\|29.00\|30.59\|29.00\|1473886;2026-07-07\|29.72\|0.51\|29.31\|30.68\|29.31\|1206250;2026-07-08\|27.91\|-6.09\|29.13\|29.72\|27.81\|856444;2026-07-09\|27.84\|-0.25\|27.95\|28.35\|27.01\|792148;2026-07-10\|27.57\|-0.97\|28.03\|28.52\|27.40\|877155;2026-07-13\|26.60\|-3.52\|27.49\|27.68\|26.26\|925100;2026-07-14\|27.65\|3.95\|26.23\|27.65\|25.53\|1045525;2026-07-15\|26.45\|-4.34\|27.44\|27.80\|25.50\|1215727;2026-07-16\|25.66\|-2.99\|26.08\|26.49\|25.36\|889297;2026-07-17\|24.60\|-4.13\|25.33\|25.48\|24.03\|1225346;2026-07-20\|24.29\|-1.26\|24.83\|25.98\|23.80\|1142950;2026-07-21\|26.55\|9.30\|24.60\|26.65\|24.42\|1380272;2026-07-22\|26.85\|1.13\|27.05\|27.66\|26.59\|1023908;2026-07-23\|27.99\|4.25\|27.10\|28.08\|27.03\|1068374;2026-07-24\|27.62\|-1.32\|27.55\|28.06\|27.07\|653644
41591	燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司柴油机和燃气轮机产品广泛应用于陆用、海上发电领域，面对数据中心对柴油发电机组的需求，公司正在积极布局相关领域，研究开发适配产品	2026-03-17\|31.76\|-1.91\|32.50\|32.98\|31.52\|357237;2026-03-18\|32.44\|2.14\|31.81\|32.55\|31.56\|350353;2026-03-19\|30.82\|-4.99\|31.88\|32.26\|30.48\|480827;2026-03-20\|31.02\|0.65\|31.13\|31.49\|30.36\|454938;2026-03-23\|29.44\|-5.09\|30.31\|30.90\|29.10\|471704;2026-03-24\|30.82\|4.69\|30.24\|31.18\|29.99\|407170;2026-03-25\|31.96\|3.70\|31.35\|33.01\|31.34\|524227;2026-03-26\|31.19\|-2.41\|31.96\|31.99\|30.90\|292945;2026-03-27\|31.59\|1.28\|30.50\|32.28\|30.28\|365676;2026-03-30\|31.75\|0.51\|30.95\|32.40\|30.70\|290134;2026-03-31\|31.33\|-1.32\|32.00\|33.07\|31.20\|328796;2026-04-01\|32.29\|3.06\|32.11\|33.03\|32.06\|313399;2026-04-02\|32.26\|-0.09\|32.35\|34.00\|31.91\|398062;2026-04-03\|32.80\|1.67\|32.89\|33.39\|32.32\|258257;2026-04-07\|32.45\|-1.07\|33.08\|33.68\|31.24\|442078;2026-04-08\|35.00\|7.86\|33.60\|35.70\|33.14\|583924;2026-04-09\|36.76\|5.03\|34.00\|37.48\|34.00\|490414;2026-04-10\|40.44\|10.01\|39.50\|40.44\|39.50\|446848;2026-04-13\|41.20\|1.88\|39.22\|41.50\|38.50\|897451;2026-04-14\|38.68\|-6.12\|40.61\|41.15\|38.11\|651784;2026-04-15\|36.92\|-4.55\|38.55\|39.05\|36.78\|539386;2026-04-16\|39.00\|5.63\|36.73\|39.50\|36.51\|529544;2026-04-17\|38.21\|-2.03\|38.60\|39.59\|37.81\|333093;2026-04-20\|38.20\|-0.03\|38.21\|39.70\|37.52\|437442;2026-04-21\|37.88\|-0.84\|37.86\|38.18\|36.67\|302738;2026-04-22\|39.41\|4.04\|37.77\|39.65\|37.20\|458001;2026-04-23\|42.26\|7.23\|41.53\|43.35\|41.12\|931195;2026-04-24\|40.40\|-4.40\|43.06\|43.06\|39.70\|587807;2026-04-27\|39.51\|-2.20\|40.39\|40.40\|38.71\|457398;2026-04-28\|39.40\|-0.28\|39.51\|40.10\|39.00\|353477;2026-04-29\|39.87\|1.19\|38.75\|41.08\|38.58\|356936;2026-04-30\|38.57\|-3.26\|41.97\|42.38\|38.51\|579759;2026-05-06\|39.66\|2.83\|39.30\|40.66\|38.70\|506620;2026-05-07\|39.00\|-1.66\|39.52\|39.66\|37.24\|578846;2026-05-08\|38.33\|-1.72\|38.06\|39.33\|38.02\|284220;2026-05-11\|37.89\|-1.15\|38.20\|38.47\|37.11\|388033;2026-05-12\|37.63\|-0.69\|37.95\|38.30\|36.70\|308695;2026-05-13\|41.39\|9.99\|37.88\|41.39\|37.60\|619803;2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.26\|-5.42\|32.70\|32.70\|30.75\|346517;2026-07-14\|31.48\|0.70\|31.30\|31.85\|30.38\|303764;2026-07-15\|30.67\|-2.57\|31.30\|31.75\|30.06\|246907;2026-07-16\|29.30\|-4.47\|30.15\|30.38\|29.16\|241413;2026-07-17\|28.00\|-4.44\|29.00\|29.30\|27.37\|323081;2026-07-20\|28.68\|2.43\|28.28\|29.49\|28.13\|347939;2026-07-21\|28.84\|0.56\|29.20\|29.20\|28.21\|265595;2026-07-22\|29.76\|3.19\|28.97\|30.59\|28.65\|324135;2026-07-23\|30.65\|2.99\|30.20\|31.10\|29.61\|249315;2026-07-24\|29.57\|-3.52\|30.39\|30.39\|29.54\|159642
41590	HRSG+燃机+越南基地+海外收入占比过半 1、据2026年6月3日投资者关系活动记录表，越南制造基地于2026年5月30日顺利完成HRSG产品首次交付，标志着越南生产基地正式具备HRSG产品量产与海外交付能力，是公司服务北美AI数据中心电力设备市场的重要里程碑；三期工厂已于6月3日奠基，预计2027年3月建成投产。 2、据2026年6月3日投资者关系活动记录表，公司2025年海外业务收入达2.59亿元，占营业收入比重升至51.52%，超越国内收入，国际化战略进入收获期；越南基地成为辐射全球市场特别是北美市场的“桥头堡”，以应对北美AI数据中心建设带来的增量需求。 3、据2025年年度报告，公司主营业务为防腐防磨堆焊装备、非堆焊锅炉部件等，是国内少数几家具备防腐防磨堆焊装备规模化生产能力的企业之一，产品应用于垃圾焚烧发电、燃煤发电等领域。	公司拥有燃气轮机HRSG（后端余热锅炉），越南工厂提前布局海外产能，已切入GEV供应链且2026年初将新增西门子、三菱客户；2027年海外燃机新增产能对应HRSG增量需求100台+，公司产能可完全匹配需求	2026-03-17\|52.28\|-4.70\|55.00\|55.46\|52.05\|54554;2026-03-18\|53.63\|2.58\|52.80\|53.85\|51.81\|45561;2026-03-19\|50.97\|-4.96\|53.00\|53.00\|50.00\|45736;2026-03-20\|48.91\|-4.04\|51.71\|51.96\|48.85\|56324;2026-03-23\|46.68\|-4.56\|48.20\|49.20\|46.11\|54432;2026-03-24\|48.76\|4.46\|48.30\|48.86\|46.88\|51881;2026-03-25\|49.04\|0.57\|50.47\|51.52\|48.66\|55470;2026-03-26\|46.93\|-4.30\|49.04\|49.16\|46.64\|41688;2026-03-27\|47.30\|0.79\|46.27\|48.06\|46.20\|34300;2026-03-30\|47.76\|0.97\|46.97\|47.85\|46.34\|33424;2026-03-31\|47.57\|-0.40\|48.05\|49.67\|47.31\|52847;2026-04-01\|48.20\|1.32\|49.01\|49.85\|47.55\|57027;2026-04-02\|47.09\|-2.30\|48.01\|48.60\|46.89\|49664;2026-04-03\|46.22\|-1.85\|47.86\|47.96\|45.96\|38667;2026-04-07\|45.53\|-1.49\|46.00\|46.86\|45.30\|45257;2026-04-08\|51.80\|13.77\|47.20\|52.30\|47.20\|105638;2026-04-09\|49.73\|-4.00\|50.37\|51.14\|49.56\|91769;2026-04-10\|50.80\|2.15\|51.10\|54.00\|50.23\|99638;2026-04-13\|53.15\|4.63\|51.00\|53.16\|49.59\|93668;2026-04-14\|53.61\|0.87\|54.04\|55.49\|52.97\|98065;2026-04-15\|53.64\|0.06\|53.93\|55.00\|52.93\|67027;2026-04-16\|53.93\|0.54\|53.10\|54.55\|52.80\|54711;2026-04-17\|53.22\|-1.32\|53.17\|54.50\|53.11\|48055;2026-04-20\|54.78\|2.93\|52.53\|55.48\|52.50\|55793;2026-04-21\|54.45\|-0.60\|54.07\|54.76\|53.41\|38823;2026-04-22\|55.22\|1.41\|54.18\|55.98\|53.55\|49624;2026-04-23\|55.18\|-0.07\|58.02\|58.68\|54.53\|101626;2026-04-24\|52.10\|-5.58\|54.30\|55.02\|51.36\|79593;2026-04-27\|51.78\|-0.61\|52.40\|52.86\|50.82\|52480;2026-04-28\|50.31\|-2.84\|50.85\|51.50\|49.05\|61315;2026-04-29\|51.04\|1.45\|49.60\|51.96\|49.33\|42378;2026-04-30\|53.96\|5.72\|51.07\|55.10\|51.07\|68632;2026-05-06\|59.90\|11.01\|54.33\|60.45\|54.02\|121363;2026-05-07\|62.51\|4.36\|62.01\|63.89\|60.65\|86908;2026-05-08\|60.65\|-2.98\|61.57\|61.90\|60.06\|58734;2026-05-11\|58.68\|-3.25\|60.62\|61.09\|58.31\|72253;2026-05-12\|58.73\|0.09\|58.22\|59.85\|56.66\|70709;2026-05-13\|62.96\|7.20\|58.10\|63.45\|57.35\|90668;2026-05-14\|58.80\|-6.61\|62.96\|62.96\|58.80\|68997;2026-05-15\|58.36\|-0.75\|58.91\|61.45\|57.86\|58988;2026-05-18\|57.27\|-1.87\|58.01\|59.56\|56.60\|45933;2026-05-19\|56.57\|-1.22\|56.84\|58.10\|55.17\|46711;2026-05-20\|54.22\|-4.15\|55.91\|56.82\|54.14\|48889;2026-05-21\|50.70\|-6.49\|54.67\|55.40\|50.50\|55039;2026-05-22\|52.27\|3.10\|51.70\|54.26\|50.70\|66448;2026-05-25\|53.92\|3.16\|52.80\|55.49\|52.80\|57728;2026-05-26\|52.30\|-3.00\|53.57\|53.57\|51.11\|41122;2026-05-27\|50.32\|-3.79\|52.30\|54.86\|49.95\|61065;2026-05-28\|54.80\|8.90\|50.39\|55.45\|50.14\|70747;2026-05-29\|43.30\|3.10\|44.94\|45.00\|41.21\|139690;2026-06-01\|44.45\|2.66\|42.95\|47.38\|41.99\|181001;2026-06-02\|44.53\|0.18\|44.01\|47.00\|43.78\|130585;2026-06-03\|43.31\|-2.74\|43.92\|45.60\|42.60\|110125;2026-06-04\|51.97\|20.00\|43.00\|51.97\|42.96\|220885;2026-06-05\|52.37\|0.77\|51.97\|54.00\|51.93\|182388;2026-06-08\|47.01\|-10.23\|50.96\|51.46\|46.26\|128745;2026-06-09\|47.99\|2.08\|49.23\|49.34\|47.13\|90881;2026-06-10\|45.83\|-4.50\|47.36\|47.98\|45.38\|92610;2026-06-11\|51.70\|12.81\|45.40\|53.84\|45.40\|175367;2026-06-12\|50.56\|-2.21\|51.10\|53.63\|50.18\|130735;2026-06-15\|50.81\|0.49\|51.10\|51.88\|50.01\|106478;2026-06-16\|49.85\|-1.89\|50.38\|51.88\|49.50\|98173;2026-06-17\|48.63\|-2.45\|49.13\|50.50\|48.08\|87430;2026-06-18\|48.89\|0.53\|50.70\|52.99\|48.12\|193469;2026-06-22\|51.45\|5.24\|49.87\|51.58\|46.75\|172551;2026-06-23\|50.40\|-2.04\|51.18\|52.89\|50.01\|106196;2026-06-24\|49.66\|-1.47\|50.50\|51.50\|47.55\|113194;2026-06-25\|50.25\|1.19\|49.50\|52.80\|48.50\|141644;2026-06-26\|48.30\|-3.88\|50.24\|53.90\|48.19\|181295;2026-06-29\|42.08\|-12.88\|48.00\|48.00\|40.52\|209868;2026-06-30\|41.71\|-0.88\|42.16\|42.48\|40.68\|95628;2026-07-01\|42.37\|1.58\|42.90\|45.09\|41.86\|121625;2026-07-02\|40.72\|-3.89\|41.94\|43.64\|40.51\|101361;2026-07-03\|41.72\|2.46\|41.12\|42.76\|40.62\|84799;2026-07-06\|41.51\|-0.50\|42.00\|44.20\|41.18\|91733;2026-07-07\|39.94\|-3.78\|42.45\|43.76\|39.70\|81543;2026-07-08\|37.33\|-6.53\|40.08\|40.40\|37.30\|71509;2026-07-09\|37.15\|-0.48\|37.96\|38.35\|34.97\|76891;2026-07-10\|36.81\|-0.92\|36.85\|38.20\|36.75\|60328;2026-07-13\|34.10\|-7.36\|36.46\|36.66\|34.01\|60281;2026-07-14\|34.18\|0.23\|34.44\|34.66\|32.36\|79290;2026-07-15\|33.37\|-2.37\|34.80\|34.80\|33.11\|47638;2026-07-16\|32.63\|-2.22\|32.84\|34.63\|32.16\|56214;2026-07-17\|29.75\|-8.83\|32.48\|32.72\|29.14\|65362;2026-07-20\|27.49\|-7.60\|30.09\|30.57\|26.64\|76468;2026-07-21\|28.50\|3.67\|27.86\|28.54\|24.36\|87250;2026-07-22\|28.63\|0.46\|28.21\|29.38\|27.87\|59526;2026-07-23\|29.97\|4.68\|30.68\|32.00\|29.13\|96201;2026-07-24\|28.14\|-6.11\|29.52\|29.86\|28.01\|63379
41589	燃气轮机+储能+业绩增长+央企行业原因：据财闻4月15日报道，AI缺电叙事强化，全球电网升级需求陡增，国内“十五五”电网投资四万亿提升需求确定性。公司原因： 1、据2026年4月1日公告，2025年公司实现营业总收入786.15亿元，同比增长12.80%；归母净利润38.31亿元，同比增长31.11%。 2、据中信建投2026年3月4日研报，公司G50重型燃机已出口哈萨克斯坦3台。 3、据2025年11月11日互动易，公司具备电化学、氢储、全钒液流等多种新型储能技术，可提供系统集成及核心设备成套。 4、据2026年4月1日公告，公司控股股东为中国东方电气集团，最终控制人为国务院国资委。	公司是国内自主重型燃机龙头，年报净利润同比增长31.11%	2026-03-17\|37.60\|-2.92\|39.01\|39.33\|37.46\|916238;2026-03-18\|40.17\|6.84\|38.00\|40.65\|37.22\|1345095;2026-03-19\|38.50\|-4.16\|38.60\|39.63\|38.02\|1055431;2026-03-20\|36.90\|-4.16\|39.28\|40.32\|36.40\|1471618;2026-03-23\|35.62\|-3.47\|36.44\|36.85\|35.22\|1025484;2026-03-24\|37.13\|4.24\|36.66\|37.90\|36.11\|1066660;2026-03-25\|37.83\|1.89\|38.94\|39.38\|37.58\|1021335;2026-03-26\|36.69\|-3.01\|37.82\|37.83\|36.50\|603022;2026-03-27\|36.14\|-1.50\|36.28\|37.00\|35.63\|561350;2026-03-30\|35.79\|-0.97\|35.76\|36.19\|34.83\|576704;2026-03-31\|35.05\|-2.07\|35.89\|36.60\|34.89\|549667;2026-04-01\|38.28\|9.22\|36.79\|38.56\|36.55\|1584566;2026-04-02\|37.31\|-2.53\|37.71\|38.60\|37.18\|854880;2026-04-03\|36.86\|-1.21\|37.60\|37.79\|36.56\|486318;2026-04-07\|34.82\|-5.53\|36.56\|36.86\|34.75\|786432;2026-04-08\|38.30\|9.99\|36.74\|38.30\|36.74\|1181470;2026-04-09\|38.31\|0.03\|37.90\|38.98\|37.35\|1063592;2026-04-10\|39.51\|3.13\|39.16\|40.38\|38.60\|1235581;2026-04-13\|39.72\|0.53\|38.96\|40.20\|38.60\|849619;2026-04-14\|38.93\|-1.99\|40.50\|40.61\|37.82\|1102851;2026-04-15\|38.22\|-1.82\|38.93\|39.36\|38.02\|739982;2026-04-16\|42.04\|9.99\|38.87\|42.04\|38.87\|1521451;2026-04-17\|41.72\|-0.76\|42.50\|42.98\|41.00\|1159557;2026-04-20\|42.51\|1.89\|41.36\|42.99\|40.96\|1034741;2026-04-21\|42.01\|-1.18\|42.13\|42.96\|41.78\|618892;2026-04-22\|42.21\|0.48\|41.90\|42.28\|40.61\|855406;2026-04-23\|43.82\|3.81\|43.98\|45.25\|42.61\|1402000;2026-04-24\|41.47\|-5.36\|44.05\|44.20\|41.11\|949361;2026-04-27\|40.35\|-2.70\|41.48\|41.80\|39.79\|747341;2026-04-28\|39.54\|-2.01\|39.98\|40.75\|39.36\|554533;2026-04-29\|39.96\|1.06\|39.40\|40.17\|38.57\|614873;2026-04-30\|39.01\|-2.38\|40.65\|40.79\|38.18\|911475;2026-05-06\|40.64\|4.18\|39.65\|41.20\|39.54\|1061993;2026-05-07\|40.12\|-1.28\|41.04\|41.50\|39.70\|795272;2026-05-08\|37.72\|-5.98\|39.40\|39.50\|37.50\|1301394;2026-05-11\|38.06\|0.90\|37.72\|38.95\|37.65\|913115;2026-05-12\|38.50\|1.16\|38.15\|39.37\|37.36\|909240;2026-05-13\|40.85\|6.10\|38.77\|41.30\|38.06\|1438757;2026-05-14\|38.48\|-5.80\|41.15\|41.17\|38.45\|1079444;2026-05-15\|39.07\|1.53\|38.88\|40.15\|37.00\|1025587;2026-05-18\|39.97\|2.30\|38.36\|41.14\|38.10\|1032244;2026-05-19\|38.99\|-2.45\|39.94\|39.94\|37.90\|742336;2026-05-20\|37.21\|-4.57\|38.67\|38.69\|36.67\|951348;2026-05-21\|36.12\|-2.93\|37.58\|37.65\|36.00\|694064;2026-05-22\|36.05\|-0.19\|36.04\|36.47\|35.60\|574160;2026-05-25\|37.02\|2.69\|36.50\|37.05\|35.55\|643747;2026-05-26\|35.69\|-3.59\|36.50\|36.53\|35.20\|486968;2026-05-27\|36.05\|1.01\|35.59\|36.96\|35.50\|592101;2026-05-28\|36.92\|2.41\|36.00\|37.25\|35.34\|641059;2026-05-29\|35.23\|-4.58\|36.86\|36.86\|35.00\|593522;2026-06-01\|35.30\|0.20\|35.08\|36.33\|34.36\|511328;2026-06-02\|33.07\|-6.32\|35.07\|35.09\|32.02\|961847;2026-06-03\|33.41\|1.03\|32.72\|33.97\|32.55\|643251;2026-06-04\|33.83\|1.26\|33.00\|34.28\|32.80\|626725;2026-06-05\|32.88\|-2.81\|34.35\|34.52\|32.72\|568041;2026-06-08\|31.03\|-5.63\|31.66\|32.40\|30.58\|748614;2026-06-09\|31.80\|2.48\|31.63\|31.86\|30.81\|511881;2026-06-10\|30.12\|-5.28\|31.48\|31.55\|29.89\|739060;2026-06-11\|29.49\|-2.09\|29.40\|30.00\|29.06\|652404;2026-06-12\|30.30\|2.75\|30.00\|31.23\|30.00\|728228;2026-06-15\|31.25\|3.14\|30.91\|31.30\|30.48\|587148;2026-06-16\|31.07\|-0.58\|31.26\|31.54\|30.75\|509017;2026-06-17\|31.71\|2.06\|31.08\|32.44\|31.01\|652947;2026-06-18\|32.56\|2.68\|31.72\|33.99\|31.72\|917242;2026-06-22\|33.03\|1.44\|32.58\|33.03\|31.69\|800731;2026-06-23\|30.84\|-6.63\|32.54\|32.66\|30.80\|743584;2026-06-24\|30.38\|-1.49\|30.48\|30.90\|30.08\|620615;2026-06-25\|30.13\|-0.82\|30.26\|30.83\|29.83\|685675;2026-06-26\|28.47\|-5.51\|30.36\|30.64\|28.40\|664707;2026-06-29\|28.97\|1.76\|28.79\|29.58\|28.53\|541668;2026-06-30\|28.77\|-0.69\|28.80\|29.09\|28.23\|586326;2026-07-01\|28.90\|0.45\|28.82\|30.20\|28.71\|675176;2026-07-02\|27.91\|-3.43\|28.50\|28.85\|27.86\|548862;2026-07-03\|28.89\|3.51\|27.88\|29.33\|27.81\|627938;2026-07-06\|29.77\|3.05\|29.29\|30.89\|29.10\|895167;2026-07-07\|28.40\|-4.60\|29.82\|30.07\|28.29\|585826;2026-07-08\|27.71\|-2.43\|28.28\|28.67\|27.68\|414478;2026-07-09\|27.87\|0.58\|27.72\|28.06\|26.75\|506317;2026-07-10\|28.14\|0.97\|28.25\|29.33\|28.04\|560597;2026-07-13\|26.90\|-4.41\|28.15\|28.42\|26.81\|477791;2026-07-14\|27.38\|1.78\|26.65\|27.38\|25.85\|537950;2026-07-15\|26.45\|-3.40\|27.11\|27.21\|26.36\|366773;2026-07-16\|25.82\|-2.38\|26.23\|26.68\|25.70\|428934;2026-07-17\|24.87\|-3.68\|25.82\|25.96\|24.60\|440678;2026-07-20\|25.19\|1.29\|25.00\|25.79\|24.60\|510938;2026-07-21\|26.18\|3.93\|25.38\|26.47\|24.88\|567531;2026-07-22\|26.14\|-0.15\|26.15\|26.71\|25.84\|443619;2026-07-23\|27.75\|6.16\|26.87\|27.80\|26.61\|859508;2026-07-24\|25.58\|-6.03\|26.65\|26.70\|25.53\|535142
41588	燃气轮机+航空发动机+商业航天行业原因： 1、据新华社，4月7日，长征八号运载火箭在海南商业航天发射场以“一箭十八星”方式，将千帆星座第7批组网卫星送入预定轨道，发射任务获得圆满成功。 2、商业航天企业密集冲击IPO，SpaceX冲击最早6月上市，国内银河航天、中科宇航等企业开启IPO进程。公司原因： 1、据2025年8月12日半年度报告，公司燃气轮机业务大F级重型燃机一二三级定向空心透平叶片新产品通过国家“两机专项”验收并批量交付，为300MW级重型燃气轮机顺利下线提供保障，并与国际燃机龙头签署战略协议。 2、据2025年4月1日年度报告，公司为蓝箭航天朱雀二号液氧甲烷火箭提供高温合金铸件并获客户表扬，布局商业航天赛道。 3、据2025年4月1日年度报告，公司作为中国商发优秀供应商，已为长江1000/2000发动机开发80余个品种，并向国产大飞机发动机批量交付机匣、叶片。	公司为燃气轮机高温合金叶片及核心零部件供应商	2026-03-17\|60.05\|-2.75\|62.01\|62.80\|59.85\|155918;2026-03-18\|63.49\|5.73\|60.01\|63.88\|60.00\|255383;2026-03-19\|61.16\|-3.67\|62.22\|62.23\|60.65\|145430;2026-03-20\|60.19\|-1.59\|62.00\|62.77\|60.00\|169796;2026-03-23\|57.66\|-4.20\|58.99\|59.88\|57.01\|193111;2026-03-24\|61.73\|7.06\|59.59\|62.00\|59.16\|221088;2026-03-25\|63.53\|2.92\|62.70\|65.00\|62.55\|202901;2026-03-26\|62.12\|-2.22\|63.60\|64.31\|61.45\|140378;2026-03-27\|62.37\|0.40\|60.98\|63.05\|60.08\|121993;2026-03-30\|63.95\|2.53\|60.78\|64.71\|60.78\|170813;2026-03-31\|61.73\|-3.47\|63.90\|64.20\|61.30\|128678;2026-04-01\|64.14\|3.90\|63.57\|65.17\|63.08\|179979;2026-04-02\|63.53\|-0.95\|64.50\|65.85\|63.24\|171831;2026-04-03\|63.30\|-0.36\|63.62\|65.75\|62.50\|140735;2026-04-07\|60.91\|-3.78\|63.30\|63.70\|60.07\|156560;2026-04-08\|67.00\|10.00\|63.95\|67.00\|63.00\|221259;2026-04-09\|68.70\|2.54\|67.80\|70.16\|66.96\|235736;2026-04-10\|71.41\|3.94\|70.07\|73.80\|69.06\|219323;2026-04-13\|68.28\|-4.38\|69.80\|70.80\|68.15\|184975;2026-04-14\|66.78\|-2.20\|69.00\|70.32\|66.00\|218125;2026-04-15\|65.01\|-2.65\|67.45\|69.48\|64.68\|203407;2026-04-16\|69.00\|6.14\|65.26\|69.90\|64.70\|264227;2026-04-17\|71.10\|3.04\|68.14\|73.18\|68.01\|248043;2026-04-20\|71.49\|0.55\|70.87\|71.96\|68.58\|187295;2026-04-21\|70.68\|-1.13\|71.20\|71.83\|69.60\|152374;2026-04-22\|75.45\|6.75\|70.00\|75.50\|69.83\|240881;2026-04-23\|83.00\|10.01\|79.22\|83.00\|79.22\|413136;2026-04-24\|82.19\|-0.98\|82.17\|84.66\|80.00\|304864;2026-04-27\|80.40\|-2.18\|80.56\|83.15\|79.28\|197771;2026-04-28\|76.47\|-4.89\|79.80\|79.80\|75.05\|215827;2026-04-29\|76.41\|-0.08\|76.26\|77.43\|74.00\|173379;2026-04-30\|75.58\|-1.09\|76.38\|78.99\|75.20\|225951;2026-05-06\|81.39\|7.69\|77.09\|82.76\|77.09\|227493;2026-05-07\|80.41\|-1.20\|81.40\|82.00\|78.79\|186501;2026-05-08\|78.76\|-2.05\|79.00\|81.67\|77.31\|204816;2026-05-11\|77.16\|-2.03\|79.50\|80.30\|76.50\|219389;2026-05-12\|75.13\|-2.63\|77.10\|77.44\|74.02\|226198;2026-05-13\|80.50\|7.15\|75.36\|81.68\|74.82\|286705;2026-05-14\|74.40\|-7.58\|80.40\|80.40\|74.40\|258106;2026-05-15\|73.74\|-0.89\|75.48\|76.37\|72.67\|177644;2026-05-18\|73.01\|-0.99\|72.28\|75.62\|71.80\|182177;2026-05-19\|73.10\|0.12\|74.18\|74.22\|69.90\|168026;2026-05-20\|73.49\|0.53\|73.00\|73.70\|70.91\|207082;2026-05-21\|71.67\|-2.48\|73.90\|75.49\|71.28\|179262;2026-05-22\|70.89\|-1.09\|72.00\|72.40\|69.74\|178629;2026-05-25\|73.57\|3.78\|71.92\|74.10\|71.78\|181914;2026-05-26\|70.56\|-4.09\|73.16\|73.16\|69.09\|236930;2026-05-27\|68.67\|-2.68\|70.52\|72.09\|67.81\|216646;2026-05-28\|70.26\|2.32\|68.99\|70.80\|67.17\|180991;2026-05-29\|64.67\|-7.96\|71.00\|71.12\|63.83\|297008;2026-06-01\|63.55\|-1.73\|64.92\|67.20\|63.36\|241711;2026-06-02\|62.38\|-1.84\|64.81\|64.81\|60.46\|226585;2026-06-03\|63.87\|2.39\|62.92\|65.34\|62.08\|225881;2026-06-04\|66.60\|4.27\|63.34\|68.33\|62.61\|266721;2026-06-05\|64.34\|-3.39\|66.70\|67.50\|64.01\|161004;2026-06-08\|60.45\|-6.05\|61.13\|63.49\|59.40\|204792;2026-06-09\|61.46\|1.67\|61.59\|62.20\|58.56\|242673;2026-06-10\|57.51\|-6.43\|60.02\|60.28\|56.60\|288011;2026-06-11\|57.39\|-0.21\|57.11\|58.66\|56.00\|308033;2026-06-12\|60.15\|4.81\|59.47\|63.13\|58.58\|397926;2026-06-15\|61.58\|2.38\|59.82\|61.69\|59.71\|289784;2026-06-16\|61.33\|-0.41\|61.65\|62.88\|60.60\|195371;2026-06-17\|63.97\|4.30\|61.69\|64.87\|61.25\|260594;2026-06-18\|68.18\|6.58\|66.00\|70.37\|65.68\|451360;2026-06-22\|69.26\|1.58\|70.10\|71.30\|67.50\|322572;2026-06-23\|66.16\|-4.48\|69.28\|69.40\|65.73\|201021;2026-06-24\|66.47\|0.47\|65.65\|67.45\|61.87\|278091;2026-06-25\|64.72\|-2.63\|66.15\|67.47\|63.88\|204576;2026-06-26\|60.70\|-6.21\|64.50\|64.70\|60.10\|208247;2026-06-29\|59.57\|-1.86\|60.71\|63.19\|58.00\|192814;2026-06-30\|60.40\|1.39\|59.58\|61.18\|58.58\|195996;2026-07-01\|61.32\|1.52\|61.60\|64.64\|60.45\|232950;2026-07-02\|58.90\|-3.95\|60.00\|62.20\|58.50\|180669;2026-07-03\|60.78\|3.19\|59.27\|62.79\|58.80\|205272;2026-07-06\|62.71\|3.18\|61.00\|65.50\|61.00\|258544;2026-07-07\|56.71\|-9.57\|63.50\|63.95\|56.44\|269108;2026-07-08\|55.43\|-2.26\|57.67\|59.86\|55.32\|241241;2026-07-09\|54.72\|-1.28\|55.70\|57.48\|52.69\|280845;2026-07-10\|53.95\|-1.12\|54.02\|56.43\|53.70\|234025;2026-07-13\|50.07\|-7.19\|53.42\|53.73\|49.74\|244916;2026-07-14\|53.56\|6.97\|50.27\|53.56\|48.55\|275176;2026-07-15\|50.45\|-5.81\|53.56\|53.98\|50.13\|172016;2026-07-16\|47.47\|-5.91\|49.88\|50.45\|47.01\|163860;2026-07-17\|44.34\|-6.59\|47.99\|48.02\|43.59\|220950;2026-07-20\|43.90\|-0.99\|45.23\|46.72\|42.81\|264813;2026-07-21\|46.61\|6.17\|44.55\|47.11\|41.81\|244353;2026-07-22\|43.57\|-6.52\|46.69\|46.69\|43.10\|184812;2026-07-23\|45.31\|3.99\|46.94\|47.91\|44.76\|238314;2026-07-24\|44.10\|-2.67\|43.95\|45.49\|43.40\|153074
41587	燃气轮机+核电铸件+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月28日年报，公司燃气轮机气缸已配套三菱、GE，2025年以来两大客户订单大增，带动销量及售价上行，并参与雅下电站水轮机组招投标，项目装机容量6000万千瓦，建设期超10年。 2、据2025年4月26日年报及2026年4月28日年报，公司取得百万千瓦级核电高压外缸资质并完成昌江、秦山项目交付，形成“民品-军品-核电”协同体系。 3、据2026年4月28日年报，公司设立上海福鞍集铁科技有限公司，注册资本2.485亿元，业务性质为算力租赁，持股比例100%。	公司与三菱、GE、西门子等国际企业均有良好的合作关系，为其提供大型铸钢件，与三菱在燃气轮机领域合作稳定，主要供应燃兼压缸、透平缸、排气缸外缸及空气冷凝管等产品	2026-03-17\|15.18\|-4.05\|15.86\|16.12\|15.18\|107877;2026-03-18\|15.61\|2.83\|15.24\|15.65\|15.15\|75476;2026-03-19\|15.57\|-0.26\|15.32\|15.86\|15.24\|89903;2026-03-20\|14.72\|-5.46\|15.60\|15.69\|14.63\|97597;2026-03-23\|13.44\|-8.70\|14.30\|14.58\|13.30\|93077;2026-03-24\|14.18\|5.51\|13.88\|14.29\|13.47\|81886;2026-03-25\|14.55\|2.61\|14.29\|14.56\|14.19\|56147;2026-03-26\|14.17\|-2.61\|14.49\|14.51\|14.02\|45574;2026-03-27\|14.09\|-0.56\|13.95\|14.28\|13.89\|37312;2026-03-30\|14.11\|0.14\|13.82\|14.17\|13.77\|38114;2026-03-31\|13.83\|-1.98\|14.08\|14.41\|13.79\|45535;2026-04-01\|14.17\|2.46\|14.08\|14.30\|13.98\|56878;2026-04-02\|13.68\|-3.46\|14.18\|14.20\|13.61\|55449;2026-04-03\|13.27\|-3.00\|13.67\|13.77\|13.20\|45973;2026-04-07\|13.21\|-0.45\|13.36\|13.45\|13.16\|29014;2026-04-08\|14.53\|9.99\|13.51\|14.53\|13.51\|75066;2026-04-09\|15.18\|4.47\|14.58\|15.98\|14.30\|510184;2026-04-10\|15.06\|-0.79\|15.17\|15.54\|14.72\|427405;2026-04-13\|15.21\|1.00\|14.90\|15.35\|14.88\|146666;2026-04-14\|15.29\|0.53\|15.40\|15.58\|15.15\|106471;2026-04-15\|15.31\|0.13\|15.30\|15.60\|15.19\|130793;2026-04-16\|16.84\|9.99\|15.18\|16.84\|15.18\|323560;2026-04-17\|18.52\|9.98\|17.01\|18.52\|17.01\|671403;2026-04-20\|17.60\|-4.97\|19.06\|19.44\|16.81\|589104;2026-04-21\|17.52\|-0.45\|17.27\|18.09\|17.04\|422428;2026-04-22\|17.75\|1.31\|17.28\|17.98\|17.17\|358348;2026-04-23\|19.53\|10.03\|19.53\|19.53\|19.53\|131785;2026-04-24\|18.30\|-6.30\|18.84\|18.84\|17.58\|488071;2026-04-27\|18.46\|0.87\|17.82\|19.08\|17.82\|335078;2026-04-28\|17.31\|-6.23\|18.14\|18.42\|17.21\|249052;2026-04-29\|17.62\|1.79\|17.49\|17.74\|16.90\|180471;2026-04-30\|16.81\|-4.60\|17.02\|17.58\|16.75\|171747;2026-05-06\|17.18\|2.20\|17.15\|17.34\|16.76\|166608;2026-05-07\|18.90\|10.01\|17.21\|18.90\|17.08\|176932;2026-05-08\|19.00\|0.53\|19.11\|19.39\|18.60\|300550;2026-05-11\|19.09\|0.47\|19.18\|19.60\|18.89\|266453;2026-05-12\|19.04\|-0.26\|19.09\|19.53\|18.75\|214626;2026-05-13\|19.88\|4.41\|19.02\|20.34\|18.81\|376564;2026-05-14\|19.76\|-0.60\|19.77\|20.60\|19.35\|374328;2026-05-15\|18.95\|-4.10\|19.76\|20.52\|18.85\|301795;2026-05-18\|17.73\|-6.44\|18.39\|18.86\|17.44\|320998;2026-05-19\|17.82\|0.51\|17.59\|18.39\|17.19\|178087;2026-05-20\|17.31\|-2.86\|17.71\|17.71\|17.04\|124064;2026-05-21\|16.16\|-6.64\|17.26\|17.80\|16.09\|210641;2026-05-22\|16.76\|3.71\|16.18\|16.90\|16.18\|125935;2026-05-25\|16.15\|-3.64\|16.81\|16.91\|15.78\|181710;2026-05-26\|15.62\|-3.28\|16.00\|16.14\|15.41\|104453;2026-05-27\|15.81\|1.22\|15.62\|16.66\|15.20\|160098;2026-05-28\|16.44\|3.98\|15.81\|17.06\|15.47\|170487;2026-05-29\|16.54\|0.61\|16.72\|17.38\|16.23\|243891;2026-06-01\|16.65\|0.67\|16.36\|17.20\|15.81\|169915;2026-06-02\|16.39\|-1.56\|16.52\|16.65\|15.96\|111092;2026-06-03\|16.22\|-1.04\|16.33\|16.98\|15.85\|124428;2026-06-04\|16.26\|0.25\|16.09\|16.65\|16.05\|110760;2026-06-05\|16.60\|2.09\|16.10\|16.83\|15.91\|149192;2026-06-08\|15.57\|-6.20\|16.13\|16.90\|15.30\|186332;2026-06-09\|15.74\|1.09\|15.55\|15.95\|15.47\|100510;2026-06-10\|15.00\|-4.70\|15.76\|15.76\|14.79\|119806;2026-06-11\|16.50\|10.00\|15.54\|16.50\|15.30\|148766;2026-06-12\|16.25\|-1.52\|16.01\|17.14\|16.01\|232521;2026-06-15\|16.29\|0.25\|16.24\|16.57\|16.11\|136452;2026-06-16\|17.03\|4.54\|16.55\|17.50\|16.23\|186276;2026-06-17\|16.75\|-1.64\|17.04\|17.23\|16.63\|134861;2026-06-18\|17.42\|4.00\|16.71\|17.80\|16.61\|183128;2026-06-22\|16.99\|-2.47\|17.25\|17.59\|16.50\|176934;2026-06-23\|16.69\|-1.77\|16.99\|17.35\|16.57\|135634;2026-06-24\|16.33\|-2.16\|16.65\|16.67\|16.01\|104158;2026-06-25\|15.70\|-3.86\|16.14\|16.29\|15.57\|108762;2026-06-26\|15.14\|-3.57\|15.55\|15.86\|15.14\|87770;2026-06-29\|15.37\|1.52\|15.20\|16.06\|14.77\|163972;2026-06-30\|14.98\|-2.54\|15.12\|15.36\|14.34\|160571;2026-07-01\|14.99\|0.07\|15.00\|15.54\|14.72\|120463;2026-07-02\|14.40\|-3.94\|14.72\|14.95\|14.36\|79923;2026-07-03\|14.60\|1.39\|14.45\|14.94\|14.32\|99200;2026-07-06\|14.22\|-2.60\|14.50\|14.89\|14.13\|68809;2026-07-07\|14.07\|-1.05\|14.25\|14.35\|13.72\|68652;2026-07-08\|13.49\|-4.12\|14.01\|14.01\|13.20\|99841;2026-07-09\|13.33\|-1.19\|13.35\|13.55\|12.99\|114944;2026-07-10\|13.30\|-0.23\|13.31\|13.65\|13.26\|68669;2026-07-13\|12.36\|-7.07\|13.35\|13.46\|12.30\|91919;2026-07-14\|12.52\|1.29\|12.23\|12.59\|12.00\|58196;2026-07-15\|12.55\|0.24\|12.60\|12.94\|12.33\|45698;2026-07-16\|12.24\|-2.47\|12.42\|12.52\|12.18\|44382;2026-07-17\|11.52\|-5.57\|12.40\|12.40\|11.47\|65428;2026-07-20\|10.72\|-6.94\|11.81\|11.81\|10.50\|92554;2026-07-21\|10.87\|1.40\|10.75\|10.89\|9.96\|93286;2026-07-22\|10.73\|-1.29\|11.00\|11.05\|10.59\|54183;2026-07-23\|11.29\|5.22\|10.71\|11.32\|10.71\|77315;2026-07-24\|10.94\|-3.10\|11.18\|11.18\|10.79\|52594
41586	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-03-17\|100.70\|-0.73\|101.44\|105.50\|100.00\|209705;2026-03-18\|102.80\|2.09\|101.50\|103.83\|99.00\|208768;2026-03-19\|97.99\|-4.68\|101.76\|103.45\|97.40\|190787;2026-03-20\|96.16\|-1.87\|99.50\|100.32\|96.00\|158755;2026-03-23\|93.80\|-2.45\|94.45\|97.30\|92.79\|194525;2026-03-24\|99.00\|5.54\|96.21\|99.33\|95.69\|231314;2026-03-25\|100.31\|1.32\|101.17\|105.30\|99.70\|277311;2026-03-26\|98.26\|-2.04\|100.30\|101.27\|97.80\|138629;2026-03-27\|98.20\|-0.06\|96.96\|99.75\|96.15\|120099;2026-03-30\|93.79\|-4.49\|94.95\|94.95\|89.36\|401899;2026-03-31\|96.80\|3.21\|98.00\|100.20\|96.03\|375702;2026-04-01\|100.41\|3.73\|101.00\|103.26\|98.19\|292277;2026-04-02\|108.00\|7.56\|103.44\|110.45\|103.44\|400552;2026-04-03\|107.37\|-0.58\|106.63\|110.20\|106.02\|239248;2026-04-07\|101.66\|-5.32\|107.31\|107.46\|100.70\|234699;2026-04-08\|111.83\|10.00\|107.88\|111.83\|107.54\|251721;2026-04-09\|112.49\|0.59\|111.61\|114.94\|108.60\|266908;2026-04-10\|117.46\|4.42\|113.00\|120.68\|111.16\|231096;2026-04-13\|111.73\|-4.88\|116.00\|116.16\|110.00\|270230;2026-04-14\|110.75\|-0.88\|113.10\|113.90\|109.09\|207470;2026-04-15\|109.48\|-1.15\|111.66\|113.89\|109.05\|167673;2026-04-16\|116.30\|6.23\|109.50\|117.34\|109.11\|237118;2026-04-17\|121.18\|4.20\|115.13\|123.83\|114.88\|280638;2026-04-20\|118.02\|-2.61\|121.00\|121.00\|116.10\|173792;2026-04-21\|117.15\|-0.74\|117.95\|120.82\|115.85\|138067;2026-04-22\|122.16\|4.28\|116.12\|122.58\|116.10\|168968;2026-04-23\|130.39\|6.74\|128.26\|134.38\|125.60\|259964;2026-04-24\|131.00\|0.47\|130.00\|132.22\|124.10\|189087;2026-04-27\|129.30\|-1.30\|129.97\|135.00\|127.80\|143459;2026-04-28\|125.03\|-3.30\|128.42\|129.22\|124.00\|134382;2026-04-29\|127.25\|1.78\|124.33\|128.82\|123.40\|114470;2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491
41585	HRSG满产（用于燃机）+特材投产+核电管材公司原因： 1、据2026年1月13日互动易，HRSG产品为公司特色价值产品，主要应用于燃气轮机余热锅炉发电领域，公司长期与国内外头部品牌客户保持合作关系。目前，公司 HRSG订单充足，产线保持满负荷运行。 2、据2025年12月25日投资者关系活动记录表，常宝特材项目已于2025年11月21日正式竣工投产，正推进工艺调试、客户认证及高端不锈钢锅炉管、镍基合金油管等市场拓展。 3、据2025年半年度报告，公司专注高端特种专用管材，产品覆盖油气、电力、汽车、船舶等领域，2024年特种管材营收占比100%，客户涵盖国内外知名石油公司及能源集团。 4、据2025年8月25日互动易，公司具备核电非核级用管供货资质，未来规划发展核电U型管。	公司核心产品 HRSG 余热锅炉管用于燃气轮机联合循环发电的余热回收系统	2026-03-17\|11.40\|-1.30\|11.69\|11.99\|11.30\|408595;2026-03-18\|11.73\|2.89\|11.57\|11.80\|11.25\|339692;2026-03-19\|11.16\|-4.86\|11.43\|11.60\|10.98\|399151;2026-03-20\|10.69\|-4.21\|11.21\|11.35\|10.58\|354526;2026-03-23\|10.26\|-4.02\|10.50\|10.80\|10.07\|445809;2026-03-24\|10.89\|6.14\|10.52\|10.90\|10.40\|481749;2026-03-25\|11.06\|1.56\|11.12\|11.47\|10.93\|396596;2026-03-26\|10.81\|-2.26\|11.06\|11.12\|10.72\|227503;2026-03-27\|10.76\|-0.46\|10.56\|10.89\|10.54\|169153;2026-03-30\|10.62\|-1.30\|10.53\|10.70\|10.36\|204420;2026-03-31\|10.20\|-3.95\|10.80\|10.84\|10.19\|256262;2026-04-01\|10.68\|4.71\|10.50\|10.99\|10.50\|295937;2026-04-02\|10.62\|-0.56\|10.83\|11.06\|10.51\|303762;2026-04-03\|10.20\|-3.95\|10.75\|10.76\|10.16\|255358;2026-04-07\|10.05\|-1.47\|10.20\|10.34\|10.00\|244104;2026-04-08\|11.06\|10.05\|10.93\|11.06\|10.82\|305203;2026-04-09\|11.09\|0.27\|11.08\|11.27\|10.85\|623893;2026-04-10\|11.31\|1.98\|11.32\|11.79\|11.10\|548250;2026-04-13\|10.85\|-4.07\|11.20\|11.25\|10.60\|488069;2026-04-14\|10.96\|1.01\|11.10\|11.13\|10.72\|367808;2026-04-15\|10.95\|-0.09\|11.07\|11.39\|10.91\|324878;2026-04-16\|11.08\|1.19\|10.96\|11.18\|10.78\|379505;2026-04-17\|11.09\|0.09\|10.92\|11.25\|10.91\|324519;2026-04-20\|10.89\|-1.80\|11.10\|11.33\|10.88\|362090;2026-04-21\|10.53\|-3.31\|10.88\|10.91\|10.43\|364779;2026-04-22\|11.08\|5.22\|10.42\|11.09\|10.31\|453983;2026-04-23\|11.33\|2.26\|11.40\|11.69\|11.12\|555931;2026-04-24\|10.20\|-9.97\|10.60\|10.65\|10.20\|549011;2026-04-27\|9.49\|-6.96\|9.88\|9.99\|9.18\|1056465;2026-04-28\|9.13\|-3.79\|9.44\|9.55\|9.09\|552057;2026-04-29\|9.13\|0.00\|9.05\|9.26\|8.97\|356027;2026-04-30\|8.95\|-1.97\|9.09\|9.25\|8.86\|402870;2026-05-06\|9.25\|3.35\|9.04\|9.44\|8.97\|376458;2026-05-07\|9.15\|-1.08\|9.28\|9.28\|8.91\|323799;2026-05-08\|8.84\|-3.39\|9.08\|9.11\|8.77\|327767;2026-05-11\|8.68\|-1.81\|8.84\|8.94\|8.60\|336423;2026-05-12\|8.40\|-3.23\|8.68\|8.68\|8.34\|359393;2026-05-13\|8.69\|3.45\|8.48\|8.81\|8.33\|347320;2026-05-14\|8.38\|-3.57\|8.73\|8.86\|8.37\|238266;2026-05-15\|8.16\|-2.63\|8.40\|8.51\|8.09\|249562;2026-05-18\|8.06\|-1.23\|8.22\|8.23\|8.00\|196735;2026-05-19\|8.11\|0.62\|8.08\|8.17\|7.96\|172423;2026-05-20\|7.96\|-1.85\|8.05\|8.11\|7.85\|226010;2026-05-21\|7.66\|-3.77\|7.98\|8.02\|7.66\|284440;2026-05-22\|7.80\|1.83\|7.67\|7.87\|7.66\|203921;2026-05-25\|7.60\|-2.56\|7.80\|7.92\|7.55\|264588;2026-05-26\|7.79\|2.50\|7.60\|7.89\|7.54\|346055;2026-05-27\|7.52\|-3.47\|7.75\|7.83\|7.45\|255073;2026-05-28\|7.67\|1.99\|7.52\|7.87\|7.37\|352531;2026-05-29\|7.39\|-3.65\|7.75\|7.77\|7.35\|267260;2026-06-01\|7.43\|0.54\|7.40\|7.57\|7.38\|221503;2026-06-02\|7.16\|-3.63\|7.45\|7.48\|7.09\|252467;2026-06-03\|7.10\|-0.84\|7.15\|7.21\|7.04\|215570;2026-06-04\|7.29\|2.68\|7.09\|7.36\|7.03\|261096;2026-06-05\|7.12\|-2.33\|7.27\|7.29\|7.06\|185484;2026-06-08\|6.87\|-3.51\|6.95\|7.05\|6.78\|261739;2026-06-09\|6.90\|0.44\|6.94\|6.95\|6.76\|168885;2026-06-10\|6.72\|-2.61\|6.84\|6.88\|6.63\|178060;2026-06-11\|6.91\|2.83\|6.72\|7.06\|6.67\|291985;2026-06-12\|7.02\|1.59\|6.96\|7.26\|6.87\|238150;2026-06-15\|7.06\|0.57\|7.18\|7.22\|7.01\|206023;2026-06-16\|7.09\|0.42\|7.04\|7.16\|6.98\|194034;2026-06-17\|7.04\|-0.71\|7.10\|7.14\|6.95\|145537;2026-06-18\|6.92\|-1.70\|7.05\|7.17\|6.88\|178215;2026-06-22\|7.02\|1.45\|6.90\|7.03\|6.77\|170024;2026-06-23\|6.95\|-1.00\|6.99\|7.14\|6.91\|219448;2026-06-24\|6.78\|-2.45\|6.94\|6.95\|6.72\|133458;2026-06-25\|6.59\|-2.80\|6.74\|6.79\|6.57\|156629;2026-06-26\|6.23\|-2.50\|6.48\|6.48\|6.23\|168017;2026-06-29\|6.24\|0.16\|6.20\|6.28\|6.03\|200479;2026-06-30\|6.18\|-0.96\|6.20\|6.23\|6.10\|132812;2026-07-01\|6.24\|0.97\|6.22\|6.31\|6.17\|165624;2026-07-02\|6.15\|-1.44\|6.22\|6.37\|6.13\|174450;2026-07-03\|6.38\|3.74\|6.22\|6.54\|6.16\|270224;2026-07-06\|6.20\|-2.82\|6.40\|6.51\|6.20\|186169;2026-07-07\|6.02\|-2.90\|6.21\|6.24\|6.00\|165149;2026-07-08\|6.02\|0.00\|6.03\|6.11\|5.87\|225668;2026-07-09\|5.91\|-1.83\|5.98\|6.21\|5.78\|211765;2026-07-10\|6.09\|3.05\|5.87\|6.31\|5.83\|337089;2026-07-13\|5.81\|-4.60\|6.02\|6.14\|5.81\|259131;2026-07-14\|5.91\|1.72\|5.85\|5.95\|5.75\|159769;2026-07-15\|5.92\|0.17\|5.91\|6.05\|5.84\|167142;2026-07-16\|5.90\|-0.34\|5.89\|6.00\|5.80\|151912;2026-07-17\|5.67\|-3.90\|5.86\|5.96\|5.65\|195605;2026-07-20\|5.71\|0.71\|5.72\|5.90\|5.64\|258350;2026-07-21\|5.71\|0.00\|5.71\|5.81\|5.53\|223439;2026-07-22\|5.79\|1.40\|5.69\|5.92\|5.65\|223602;2026-07-23\|6.10\|5.35\|5.82\|6.11\|5.77\|283079;2026-07-24\|5.96\|-2.30\|6.12\|6.14\|5.92\|207812
41584	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货，墨西哥工厂预计2025年底投产	2026-03-17\|58.06\|-2.91\|59.80\|60.99\|57.70\|59484;2026-03-18\|60.57\|4.32\|59.22\|61.30\|58.40\|56550;2026-03-19\|55.35\|-8.62\|59.00\|60.18\|55.00\|70758;2026-03-20\|53.68\|-3.02\|56.60\|57.29\|53.68\|52030;2026-03-23\|51.42\|-4.21\|53.05\|54.18\|51.00\|57203;2026-03-24\|54.26\|5.52\|53.50\|54.56\|52.27\|69302;2026-03-25\|55.35\|2.01\|55.88\|57.43\|54.35\|49828;2026-03-26\|53.80\|-2.80\|55.72\|55.72\|53.50\|32609;2026-03-27\|53.82\|0.04\|52.62\|55.06\|52.10\|39428;2026-03-30\|53.73\|-0.17\|54.32\|54.98\|52.95\|35565;2026-03-31\|49.85\|-7.22\|54.00\|54.29\|49.80\|71492;2026-04-01\|52.20\|4.71\|51.10\|53.27\|50.02\|80688;2026-04-02\|49.01\|-6.11\|52.53\|52.53\|48.35\|83642;2026-04-03\|48.88\|-0.27\|49.12\|49.99\|48.50\|49626;2026-04-07\|48.16\|-1.47\|49.83\|49.83\|48.06\|29855;2026-04-08\|52.98\|10.01\|50.10\|52.98\|50.10\|31368;2026-04-09\|53.66\|1.28\|53.65\|55.25\|52.63\|105620;2026-04-10\|59.03\|10.01\|55.70\|59.03\|54.57\|70295;2026-04-13\|58.47\|-0.95\|58.03\|59.43\|56.08\|138645;2026-04-14\|55.23\|-5.54\|58.99\|59.03\|54.53\|145147;2026-04-15\|53.59\|-2.97\|55.30\|56.61\|53.43\|96553;2026-04-16\|58.95\|10.00\|53.56\|58.95\|53.56\|87881;2026-04-17\|60.22\|2.15\|60.00\|62.35\|60.00\|147141;2026-04-20\|61.97\|2.91\|60.57\|62.30\|58.68\|131460;2026-04-21\|60.40\|-2.53\|61.33\|61.33\|59.40\|76798;2026-04-22\|63.50\|5.13\|60.01\|63.50\|58.40\|125518;2026-04-23\|62.11\|-2.19\|65.98\|67.23\|62.00\|131207;2026-04-24\|58.16\|-6.36\|60.42\|61.34\|58.00\|89873;2026-04-27\|57.51\|-1.12\|57.75\|59.35\|57.13\|77916;2026-04-28\|58.35\|1.46\|58.02\|62.30\|57.73\|118174;2026-04-29\|59.55\|2.06\|57.01\|59.59\|56.33\|88786;2026-04-30\|58.54\|-1.70\|58.96\|60.75\|58.10\|87353;2026-05-06\|64.39\|9.99\|60.10\|64.39\|60.05\|152093;2026-05-07\|64.15\|-0.37\|63.95\|64.65\|62.14\|108753;2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311;2026-07-20\|35.53\|-5.76\|37.37\|38.67\|34.29\|71242;2026-07-21\|36.96\|4.02\|35.42\|37.58\|32.00\|67189;2026-07-22\|35.89\|-2.90\|37.00\|37.50\|35.43\|43275;2026-07-23\|38.06\|6.05\|37.80\|38.60\|36.45\|65890;2026-07-24\|37.34\|-1.89\|36.99\|38.40\|36.43\|43080
41583	燃气轮机零部件+低空经济+航空发动机行业原因： 1、据财闻2月26日报道，商业航天火箭可复用技术试验取得阶段性进展，卫星互联网需求爆发带动航空发动机及高温合金需求。 2、2月25日外媒报道，退役航空发动机改装为燃气轮机为AI数据中心供电，30天交付优势打开新千亿级分布式能源市场。公司原因： 1、据2025年8月23日半年报，公司承担航空发动机及燃气轮机用单晶高温合金及叶片研发与产业化等国家级项目，产品已应用于多型号航空发动机、燃气轮机并具备批量生产能力。 2、据2025年9月19日互动易，上海万泽已与多家海外能源公司就深化合作达成共识，并签署了相关框架采购协议，积极拓展燃气轮机零部件海外市场。 3、据2025年6月4日互动易，公司高温合金叶片、粉末盘已配套无人机涡轴、涡桨发动机，向某中小型航空动力厂商供货，在低空经济领域已有实质性布局。 4、据2025年3月7日年报，公司2024年实现营收10.79亿元、净利1.93亿元，分别同比增长9.93%、9.17%，微生态活菌与高温合金双主业稳健增长。	1、上海万泽与某海外客户签署燃气轮机叶片供货协议，对应地区工业燃气轮机叶片潜在售后市场约2亿美元/年； 2、公司主要为中国航发商用航空发动机有限责任公司提供发动机核心热端部件	2026-03-17\|39.73\|1.35\|39.85\|41.23\|38.23\|297568;2026-03-18\|43.15\|8.61\|40.10\|43.50\|40.10\|269003;2026-03-19\|41.95\|-2.78\|41.99\|42.74\|40.70\|198977;2026-03-20\|41.43\|-1.24\|42.36\|42.87\|40.82\|182680;2026-03-23\|37.29\|-9.99\|40.64\|41.39\|37.29\|215112;2026-03-24\|39.73\|6.54\|39.75\|40.53\|38.47\|252227;2026-03-25\|41.16\|3.60\|40.49\|42.90\|40.05\|218979;2026-03-26\|40.42\|-1.80\|41.21\|42.03\|39.61\|201418;2026-03-27\|38.30\|-5.24\|39.41\|40.40\|36.80\|286141;2026-03-30\|35.96\|-6.11\|37.21\|37.80\|35.28\|316944;2026-03-31\|35.44\|-1.45\|36.80\|36.96\|35.03\|202575;2026-04-01\|38.98\|9.99\|36.42\|38.98\|36.25\|118369;2026-04-02\|38.37\|-1.56\|39.68\|40.00\|37.40\|234724;2026-04-03\|37.11\|-3.28\|38.30\|38.82\|36.92\|156959;2026-04-07\|35.75\|-3.66\|37.50\|37.53\|35.47\|136720;2026-04-08\|39.33\|10.01\|37.23\|39.33\|37.01\|63715;2026-04-09\|41.53\|5.59\|40.50\|42.36\|39.38\|423281;2026-04-10\|45.68\|9.99\|44.00\|45.68\|43.08\|220938;2026-04-13\|45.98\|0.66\|44.86\|46.60\|43.50\|414162;2026-04-14\|44.49\|-3.24\|46.06\|46.41\|42.00\|377956;2026-04-15\|41.73\|-6.20\|44.30\|45.06\|41.48\|320093;2026-04-16\|43.90\|5.20\|41.50\|45.90\|41.50\|336045;2026-04-17\|43.47\|-0.98\|44.37\|44.88\|42.92\|262714;2026-04-20\|44.52\|2.42\|43.25\|45.86\|42.89\|204744;2026-04-21\|42.18\|-5.26\|44.34\|44.34\|41.31\|213303;2026-04-22\|42.69\|1.21\|42.38\|43.08\|39.32\|307719;2026-04-23\|44.01\|3.09\|45.02\|46.30\|42.81\|365861;2026-04-24\|43.96\|-0.11\|44.20\|45.48\|42.00\|231447;2026-04-27\|41.18\|-6.32\|44.62\|45.32\|40.84\|241592;2026-04-28\|38.98\|-5.34\|40.80\|40.80\|38.39\|206205;2026-04-29\|40.70\|4.41\|38.99\|41.99\|38.27\|223633;2026-04-30\|39.53\|-2.87\|40.30\|41.10\|39.24\|148653;2026-05-06\|40.80\|3.21\|39.58\|41.40\|38.63\|270591;2026-05-07\|42.82\|4.95\|40.50\|43.05\|37.66\|355992;2026-05-08\|39.40\|-7.99\|41.52\|41.61\|39.30\|308969;2026-05-11\|38.37\|-2.61\|39.10\|39.58\|38.10\|237462;2026-05-12\|37.23\|-2.97\|38.99\|39.17\|36.90\|263579;2026-05-13\|40.66\|9.21\|37.24\|40.95\|37.10\|472610;2026-05-14\|38.66\|-4.92\|40.38\|41.51\|38.66\|342843;2026-05-15\|36.88\|-4.60\|39.00\|39.32\|36.51\|202652;2026-05-18\|37.49\|1.65\|37.06\|38.38\|36.48\|171657;2026-05-19\|38.50\|2.69\|37.45\|39.22\|36.81\|192586;2026-05-20\|36.96\|-4.00\|38.19\|38.49\|36.39\|171345;2026-05-21\|35.76\|-3.25\|37.38\|38.67\|35.67\|171466;2026-05-22\|35.91\|0.42\|36.00\|36.75\|34.90\|166723;2026-05-25\|36.00\|0.25\|35.99\|36.78\|35.27\|160940;2026-05-26\|33.70\|-6.39\|35.01\|35.49\|33.20\|261550;2026-05-27\|33.20\|-1.48\|33.70\|34.48\|32.55\|172483;2026-05-28\|36.00\|8.43\|33.23\|36.52\|32.84\|379181;2026-05-29\|32.83\|-8.81\|36.27\|36.97\|32.66\|268721;2026-06-01\|32.33\|-1.52\|33.36\|34.26\|32.06\|192420;2026-06-02\|31.39\|-2.91\|32.46\|33.02\|30.40\|255887;2026-06-03\|30.84\|-1.75\|31.21\|31.57\|30.30\|226045;2026-06-04\|33.05\|7.17\|30.75\|33.50\|30.12\|315041;2026-06-05\|32.50\|-1.66\|33.66\|34.25\|32.04\|223049;2026-06-08\|31.36\|-3.51\|31.88\|32.50\|31.17\|154056;2026-06-09\|31.93\|1.82\|31.98\|32.13\|31.11\|123820;2026-06-10\|28.74\|-9.99\|31.62\|31.85\|28.74\|308550;2026-06-11\|29.42\|2.37\|28.46\|30.04\|28.22\|254844;2026-06-12\|30.42\|3.40\|30.00\|31.82\|29.12\|306994;2026-06-15\|30.52\|0.33\|30.31\|31.06\|29.71\|196656;2026-06-16\|29.75\|-2.52\|30.36\|30.63\|29.67\|175611;2026-06-17\|29.42\|-1.11\|29.76\|30.75\|29.12\|174404;2026-06-18\|32.36\|9.99\|29.88\|32.36\|29.63\|204946;2026-06-22\|31.54\|-2.53\|32.42\|33.08\|30.72\|314170;2026-06-23\|29.98\|-4.95\|31.48\|32.07\|29.69\|177021;2026-06-24\|29.32\|-2.20\|29.91\|29.91\|28.67\|176280;2026-06-25\|28.86\|-1.57\|29.20\|29.96\|28.52\|170391;2026-06-26\|27.40\|-5.06\|28.66\|28.80\|27.37\|148703;2026-06-29\|27.65\|0.91\|27.54\|27.85\|26.77\|167161;2026-06-30\|27.36\|-1.05\|27.38\|28.08\|26.93\|123100;2026-07-01\|29.36\|7.31\|28.23\|30.10\|28.01\|351892;2026-07-02\|30.38\|3.47\|28.23\|31.68\|27.71\|399565;2026-07-03\|32.01\|5.37\|30.39\|33.19\|30.39\|292183;2026-07-06\|32.49\|1.50\|32.25\|34.35\|32.25\|307187;2026-07-07\|31.54\|-2.92\|32.85\|33.44\|31.31\|245756;2026-07-08\|29.54\|-6.34\|31.20\|31.50\|29.43\|236109;2026-07-09\|29.25\|-0.98\|29.75\|29.81\|28.29\|156818;2026-07-10\|29.11\|-0.48\|29.03\|30.47\|28.62\|207116;2026-07-13\|26.32\|-9.58\|29.50\|29.68\|26.25\|210299;2026-07-14\|27.82\|5.70\|26.21\|28.05\|25.81\|220478;2026-07-15\|26.74\|-3.88\|27.78\|27.99\|26.60\|155986;2026-07-16\|25.64\|-4.11\|26.48\|26.74\|25.44\|163271;2026-07-17\|24.00\|-6.40\|25.40\|25.52\|23.10\|204332;2026-07-20\|24.80\|3.33\|24.54\|26.00\|24.20\|246404;2026-07-21\|25.00\|0.81\|24.86\|25.60\|22.76\|227981;2026-07-22\|24.37\|-2.52\|24.85\|25.52\|24.24\|122715;2026-07-23\|26.27\|7.80\|25.44\|26.75\|24.60\|237990;2026-07-24\|24.98\|-4.91\|25.95\|26.20\|24.71\|130493
41582	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的具备批量化生产能力，终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-03-17\|43.15\|-2.15\|44.89\|44.89\|42.71\|58917;2026-03-18\|43.82\|1.55\|43.20\|44.27\|42.01\|73657;2026-03-19\|41.16\|-6.07\|42.60\|43.21\|40.60\|118193;2026-03-20\|39.99\|-2.84\|41.16\|42.40\|39.88\|70735;2026-03-23\|37.09\|-7.25\|38.30\|39.67\|36.58\|86742;2026-04-08\|40.80\|10.00\|40.80\|40.80\|40.80\|26358;2026-04-09\|44.88\|10.00\|44.88\|44.88\|44.88\|7473;2026-04-10\|49.37\|10.00\|49.37\|49.37\|49.37\|64892;2026-04-13\|54.31\|10.01\|52.00\|54.31\|50.33\|281492;2026-04-14\|54.40\|0.17\|55.94\|56.70\|48.88\|305863;2026-04-15\|59.84\|10.00\|57.66\|59.84\|56.91\|104532;2026-04-16\|61.65\|3.02\|61.12\|62.50\|58.30\|246018;2026-04-17\|65.21\|5.77\|60.21\|65.80\|60.21\|224488;2026-04-20\|61.18\|-6.18\|65.19\|65.40\|59.10\|153563;2026-04-21\|59.20\|-3.24\|58.68\|60.50\|58.47\|100107;2026-04-22\|63.47\|7.21\|59.71\|63.98\|57.71\|170455;2026-04-23\|63.81\|0.54\|65.95\|69.82\|62.00\|134279;2026-04-24\|61.38\|-3.81\|60.92\|63.39\|59.71\|102976;2026-04-27\|59.00\|-3.88\|60.98\|62.54\|58.88\|79664;2026-04-28\|57.36\|-2.78\|59.14\|59.68\|57.12\|66967;2026-04-29\|56.24\|-1.95\|56.60\|58.00\|55.80\|86887;2026-04-30\|55.65\|-1.05\|56.20\|58.38\|55.30\|87477;2026-05-06\|58.00\|4.22\|56.68\|58.19\|54.72\|108081;2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582
41581	卫星通信+商业航天+一季报扭亏行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年4月29日2025年年度报告，公司持有Ka高通量卫星轨位稀缺资源，具备运营政府、民用、商业卫星能力，服务覆盖“一带一路”沿线及海峡两岸，卫星终端已规模化量产。 2、据2026年4月29日2026年一季度报告，公司一季度营收4.79亿元，同比增长53.47%；归母净利润3643.11万元，同比扭亏为盈。 3、据2026年4月29日2025年年度报告，公司聚焦“一网一屏”战略，主营卫星通信、新型显示制造及信息服务三大板块，智能主控板卡年出货量近1500万片，服务全球超200家客户。	公司位于福建省福州市，已形成“卫星通信+智能终端+行业应用”的全链条输出能力	2026-03-17\|4.59\|-4.18\|4.79\|4.84\|4.55\|1210405;2026-03-18\|4.36\|-5.01\|4.38\|4.45\|4.36\|1014917;2026-03-19\|4.14\|-5.05\|4.22\|4.25\|4.14\|836929;2026-03-20\|3.97\|-4.11\|4.08\|4.14\|3.93\|1034986;2026-03-23\|3.77\|-5.04\|3.87\|3.90\|3.77\|643985;2026-03-24\|3.96\|5.04\|3.87\|3.96\|3.65\|1176222;2026-03-25\|3.98\|0.51\|3.91\|4.05\|3.89\|951264;2026-03-26\|4.11\|3.27\|4.06\|4.18\|4.00\|1389563;2026-03-27\|3.97\|-3.41\|3.94\|4.03\|3.90\|1166675;2026-03-30\|3.94\|-0.76\|3.86\|3.98\|3.81\|631254;2026-03-31\|3.99\|1.27\|3.98\|4.14\|3.96\|968740;2026-04-01\|3.98\|-0.25\|4.03\|4.09\|3.95\|669303;2026-04-02\|3.78\|-5.03\|4.00\|4.02\|3.78\|825850;2026-04-03\|3.72\|-1.59\|3.77\|3.82\|3.65\|530153;2026-04-07\|3.62\|-2.69\|3.67\|3.70\|3.58\|478876;2026-04-08\|3.80\|4.97\|3.71\|3.80\|3.67\|785804;2026-04-09\|3.93\|3.42\|3.75\|3.98\|3.68\|947196;2026-04-10\|3.95\|0.51\|3.93\|4.10\|3.92\|829762;2026-04-13\|4.15\|5.06\|4.06\|4.15\|4.06\|895422;2026-04-14\|4.25\|2.41\|4.20\|4.35\|4.11\|1020832;2026-04-15\|4.15\|-2.35\|4.26\|4.29\|4.14\|574546;2026-04-16\|4.10\|-1.20\|4.16\|4.22\|4.06\|499318;2026-04-17\|4.01\|-2.20\|4.08\|4.12\|4.01\|416908;2026-04-20\|4.21\|4.99\|4.01\|4.21\|4.00\|790331;2026-04-21\|4.38\|4.04\|4.25\|4.42\|4.20\|862897;2026-04-22\|4.17\|-4.79\|4.31\|4.32\|4.16\|826442;2026-04-23\|4.09\|-1.92\|4.18\|4.21\|4.06\|446277;2026-04-24\|4.07\|-0.49\|4.04\|4.14\|4.03\|331839;2026-04-27\|4.12\|1.23\|4.19\|4.26\|4.12\|587508;2026-04-28\|3.91\|-5.10\|4.02\|4.05\|3.91\|570378;2026-04-29\|4.11\|5.12\|4.11\|4.11\|4.07\|261812;2026-04-30\|4.31\|4.87\|4.20\|4.31\|4.10\|791133;2026-05-06\|4.41\|2.32\|4.36\|4.52\|4.30\|746056;2026-05-07\|4.32\|-2.04\|4.42\|4.49\|4.26\|630811;2026-05-08\|4.50\|4.17\|4.33\|4.52\|4.31\|574675;2026-05-11\|4.73\|5.11\|4.59\|4.73\|4.56\|405116;2026-05-12\|4.82\|1.90\|4.90\|4.97\|4.73\|1159210;2026-05-13\|5.06\|4.98\|4.82\|5.06\|4.76\|810930;2026-05-14\|5.07\|0.20\|5.10\|5.18\|4.85\|805007;2026-05-15\|4.82\|-4.93\|4.98\|5.10\|4.82\|638812;2026-05-18\|5.02\|4.15\|4.88\|5.05\|4.69\|525295;2026-05-19\|5.27\|4.98\|4.98\|5.27\|4.92\|668488;2026-05-20\|5.18\|-1.71\|5.27\|5.33\|5.17\|520347;2026-05-21\|4.92\|-5.02\|5.15\|5.19\|4.92\|608504;2026-05-22\|4.80\|-2.44\|4.88\|4.92\|4.67\|547526;2026-05-25\|4.84\|0.83\|4.79\|4.93\|4.76\|365069;2026-05-26\|4.66\|-3.72\|4.78\|4.78\|4.60\|421665;2026-05-27\|4.73\|1.50\|4.61\|4.83\|4.53\|449747;2026-05-28\|4.74\|0.21\|4.65\|4.80\|4.61\|307671;2026-05-29\|4.50\|-5.06\|4.72\|4.74\|4.50\|446250;2026-06-01\|4.64\|3.11\|4.54\|4.65\|4.41\|325684;2026-06-02\|4.61\|-0.65\|4.63\|4.70\|4.51\|317197;2026-06-03\|4.53\|-1.74\|4.57\|4.67\|4.44\|445291;2026-06-04\|4.30\|-5.08\|4.46\|4.52\|4.30\|444244;2026-06-05\|4.29\|-0.23\|4.28\|4.38\|4.19\|314961;2026-06-08\|4.32\|0.70\|4.15\|4.43\|4.12\|426860;2026-06-09\|4.46\|3.24\|4.37\|4.53\|4.34\|402153;2026-06-10\|4.24\|-4.93\|4.41\|4.43\|4.24\|265533;2026-06-11\|4.05\|-4.48\|4.09\|4.15\|4.03\|391008;2026-06-12\|4.07\|0.49\|4.11\|4.19\|4.06\|283521;2026-06-15\|4.09\|0.49\|4.11\|4.14\|3.97\|324825;2026-06-16\|4.26\|4.16\|4.11\|4.29\|4.05\|430190;2026-06-17\|4.10\|-3.76\|4.18\|4.22\|4.08\|312702;2026-06-18\|3.97\|-3.17\|4.06\|4.12\|3.97\|310399;2026-06-22\|3.79\|-4.53\|3.91\|3.94\|3.77\|416643;2026-06-23\|3.86\|1.85\|3.75\|3.93\|3.74\|287512;2026-06-24\|3.67\|-4.92\|3.81\|3.87\|3.67\|316594;2026-06-25\|3.49\|-4.90\|3.53\|3.55\|3.49\|112755;2026-06-26\|3.33\|-4.58\|3.32\|3.54\|3.32\|485490;2026-06-29\|3.16\|-5.11\|3.32\|3.34\|3.16\|375938;2026-06-30\|3.11\|-1.58\|3.01\|3.16\|3.00\|463774;2026-07-01\|3.25\|4.50\|3.14\|3.27\|3.13\|381163;2026-07-02\|3.41\|4.92\|3.21\|3.41\|3.21\|395599;2026-07-03\|3.46\|1.47\|3.41\|3.52\|3.33\|393059;2026-07-06\|3.27\|-5.49\|3.50\|3.60\|3.26\|348823;2026-07-07\|3.09\|-5.50\|3.21\|3.34\|3.08\|369349;2026-07-08\|3.40\|10.03\|3.10\|3.40\|3.10\|421468;2026-07-09\|3.44\|1.18\|3.42\|3.59\|3.33\|479252;2026-07-10\|3.57\|3.78\|3.38\|3.72\|3.38\|425877;2026-07-13\|3.31\|-7.28\|3.54\|3.58\|3.28\|361460;2026-07-14\|3.42\|3.32\|3.31\|3.44\|3.25\|279904;2026-07-15\|3.46\|1.17\|3.42\|3.56\|3.39\|261588;2026-07-16\|3.50\|1.16\|3.41\|3.54\|3.37\|229395;2026-07-17\|3.54\|1.14\|3.50\|3.62\|3.40\|358192;2026-07-20\|3.23\|-8.76\|3.52\|3.57\|3.19\|427080;2026-07-21\|3.08\|-4.64\|3.15\|3.20\|2.91\|415673;2026-07-22\|3.04\|-1.30\|3.04\|3.16\|3.02\|237042;2026-07-23\|3.15\|3.62\|3.03\|3.22\|3.00\|291358;2026-07-24\|3.15\|0.00\|3.24\|3.31\|3.13\|286451
41580	一季报增长+碳化硅+苹果概念行业原因：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30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。	无线充电材料及器件领先厂商，主要包括超微细电子线材、无线充电隔磁材料	2026-03-17\|16.74\|-2.22\|17.05\|17.18\|16.72\|25756;2026-03-18\|16.74\|0.00\|16.78\|16.82\|16.57\|19119;2026-03-19\|16.46\|-1.67\|16.60\|16.66\|16.40\|23457;2026-03-20\|15.92\|-3.28\|16.50\|16.55\|15.92\|24941;2026-03-23\|15.12\|-5.03\|15.51\|15.79\|15.12\|33148;2026-03-24\|15.15\|0.20\|15.23\|15.24\|14.68\|36847;2026-03-25\|15.60\|2.97\|15.24\|15.66\|15.19\|24716;2026-03-26\|15.24\|-2.31\|15.60\|15.66\|15.19\|21169;2026-03-27\|15.43\|1.25\|15.07\|15.46\|15.01\|19230;2026-03-30\|15.42\|-0.06\|15.16\|15.47\|15.12\|14722;2026-03-31\|15.36\|-0.39\|15.39\|15.70\|15.31\|20581;2026-04-01\|15.40\|0.26\|15.56\|15.60\|15.30\|24088;2026-04-02\|14.88\|-3.38\|15.40\|15.40\|14.83\|29765;2026-04-03\|14.38\|-3.36\|14.93\|14.99\|14.37\|25230;2026-04-07\|14.44\|0.42\|14.38\|14.54\|14.36\|15639;2026-04-08\|15.16\|4.99\|14.70\|15.16\|14.70\|29361;2026-04-09\|15.43\|1.78\|15.12\|15.65\|14.97\|32586;2026-04-10\|15.61\|1.17\|15.49\|15.87\|15.49\|21713;2026-04-13\|16.27\|4.23\|15.50\|16.38\|15.50\|33386;2026-04-14\|16.15\|-0.74\|16.39\|16.48\|15.94\|20512;2026-04-15\|16.44\|1.80\|16.26\|16.72\|16.10\|32003;2026-04-16\|16.65\|1.28\|16.44\|16.81\|16.44\|19300;2026-04-17\|16.72\|0.42\|16.70\|16.78\|16.33\|26957;2026-04-20\|17.56\|5.02\|17.10\|17.56\|17.01\|82295;2026-04-21\|18.12\|3.19\|17.70\|18.42\|17.69\|120050;2026-04-22\|17.80\|-1.77\|17.96\|18.24\|17.62\|57053;2026-04-23\|17.76\|-0.22\|17.69\|17.99\|17.60\|40645;2026-04-24\|18.58\|4.62\|17.63\|18.65\|17.63\|74096;2026-04-27\|18.37\|-1.13\|18.56\|19.05\|18.15\|66212;2026-04-28\|18.42\|0.27\|18.11\|18.75\|17.96\|47394;2026-04-29\|18.58\|0.87\|18.39\|18.88\|18.30\|44423;2026-04-30\|18.08\|-2.69\|18.48\|18.57\|18.04\|35029;2026-05-06\|18.11\|0.17\|18.10\|18.22\|17.78\|61983;2026-05-07\|18.16\|0.28\|18.10\|18.25\|17.96\|35784;2026-05-08\|18.52\|1.98\|18.19\|18.74\|18.02\|39232;2026-05-11\|18.94\|2.27\|18.52\|19.27\|18.29\|48484;2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859;2026-07-13\|28.30\|-5.35\|29.89\|30.29\|28.10\|27333;2026-07-14\|28.94\|2.26\|28.97\|29.35\|27.10\|26003;2026-07-15\|27.80\|-3.94\|27.35\|29.40\|27.35\|29560;2026-07-16\|25.85\|-7.01\|28.00\|28.00\|25.39\|33691;2026-07-17\|23.70\|-8.32\|25.85\|26.25\|23.27\|34320;2026-07-20\|21.33\|-10.00\|23.87\|24.35\|21.33\|42796;2026-07-21\|22.36\|4.83\|21.00\|22.80\|19.20\|54006;2026-07-22\|23.45\|4.87\|22.37\|24.45\|22.01\|43973;2026-07-23\|23.35\|-0.43\|23.45\|24.50\|22.82\|25601;2026-07-24\|22.65\|-3.00\|23.30\|23.70\|22.30\|15218
41579	解除查封+高速连接器+CPU Socket 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-03-17\|5.84\|-3.31\|6.10\|6.11\|5.82\|241040;2026-03-18\|6.04\|3.42\|5.96\|6.04\|5.87\|219049;2026-03-19\|5.90\|-2.32\|5.95\|6.00\|5.87\|172996;2026-03-20\|5.78\|-2.03\|5.94\|5.95\|5.78\|182451;2026-03-23\|5.49\|-5.02\|5.62\|5.62\|5.49\|256941;2026-03-24\|5.38\|-2.00\|5.49\|5.49\|5.22\|418693;2026-03-25\|5.62\|4.46\|5.39\|5.65\|5.39\|278704;2026-03-26\|5.54\|-1.42\|5.61\|5.68\|5.52\|169447;2026-03-27\|5.68\|2.53\|5.48\|5.71\|5.45\|171571;2026-03-30\|5.68\|0.00\|5.83\|5.90\|5.66\|281941;2026-03-31\|5.67\|-0.18\|5.67\|5.85\|5.66\|223106;2026-04-01\|5.77\|1.76\|5.79\|5.80\|5.69\|164995;2026-04-02\|5.64\|-2.25\|5.77\|5.85\|5.58\|203511;2026-04-03\|5.55\|-1.60\|5.65\|5.67\|5.50\|150257;2026-04-07\|5.54\|-0.18\|5.59\|5.64\|5.51\|139175;2026-04-08\|5.82\|5.05\|5.65\|5.82\|5.64\|210215;2026-04-09\|5.78\|-0.69\|5.78\|5.85\|5.75\|204003;2026-04-10\|5.95\|2.94\|5.86\|6.04\|5.85\|199096;2026-04-13\|6.11\|2.69\|5.95\|6.18\|5.95\|193783;2026-04-14\|6.14\|0.49\|6.13\|6.21\|6.05\|191366;2026-04-15\|6.10\|-0.65\|6.20\|6.21\|6.08\|131693;2026-04-16\|6.18\|1.31\|6.13\|6.27\|6.10\|175821;2026-04-17\|6.18\|0.00\|6.14\|6.33\|6.11\|192543;2026-04-20\|6.08\|-1.62\|6.15\|6.15\|5.95\|197135;2026-04-21\|6.03\|-0.82\|6.08\|6.10\|5.93\|144839;2026-04-22\|5.96\|-1.16\|6.01\|6.03\|5.93\|126645;2026-04-23\|6.00\|0.67\|5.98\|6.06\|5.96\|139110;2026-04-24\|5.87\|-2.17\|5.96\|6.01\|5.82\|166169;2026-04-27\|6.09\|3.75\|5.87\|6.11\|5.85\|180622;2026-04-28\|6.07\|-0.33\|6.06\|6.11\|5.97\|150499;2026-04-29\|5.97\|-1.65\|5.90\|6.04\|5.87\|215355;2026-04-30\|5.93\|-0.67\|6.02\|6.11\|5.91\|166788;2026-05-06\|6.10\|2.87\|6.04\|6.11\|6.03\|227785;2026-05-07\|6.08\|-0.33\|6.15\|6.18\|6.05\|192922;2026-05-08\|6.14\|0.99\|6.10\|6.16\|6.04\|221815;2026-05-11\|6.12\|-0.33\|6.25\|6.31\|6.11\|238844;2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018;2026-07-13\|6.57\|-1.79\|6.66\|7.05\|6.49\|185181;2026-07-14\|6.60\|0.46\|6.56\|6.65\|6.30\|133497;2026-07-15\|6.38\|-3.33\|6.50\|6.59\|6.34\|126586;2026-07-16\|6.02\|-5.64\|6.32\|6.45\|5.81\|197433;2026-07-17\|5.80\|-3.65\|6.06\|6.17\|5.75\|217090;2026-07-20\|5.32\|-8.28\|5.82\|5.92\|5.22\|243972;2026-07-21\|5.22\|-1.88\|5.35\|5.40\|4.79\|248871;2026-07-22\|5.15\|-1.34\|5.19\|5.35\|5.14\|126358;2026-07-23\|5.34\|3.69\|5.19\|5.42\|5.19\|118541;2026-07-24\|5.20\|-2.62\|5.30\|5.32\|5.19\|96906
41578	摘帽+在线导购+苹果概念行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、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6月6日公告，公司股票于2026年6月9日撤销退市风险警示，证券简称由“*ST返利”变更为“返利科技”，日涨跌幅限制由5%恢复为10%。 2、据2026年4月18日年报，公司是国内领先的全场景导购平台，主营在线导购与效果营销，导购业务收入占比始终保持在20%以上，展现出较强的持续创收能力。 3、据2023年半年报，公司导购品牌合作商家包括苹果、华为、微软等知名品牌，整合营销业务客户亦包含苹果。	国内知名的在线导购公司，基于人工智能技术开发的电商导购APP	2026-03-17\|5.71\|-2.23\|5.84\|5.88\|5.70\|40470;2026-03-18\|5.75\|0.70\|5.67\|5.78\|5.64\|31463;2026-03-19\|5.58\|-2.96\|5.70\|5.80\|5.57\|49184;2026-03-20\|5.43\|-2.69\|5.62\|5.69\|5.43\|41305;2026-03-23\|5.16\|-4.97\|5.26\|5.38\|5.16\|59423;2026-03-24\|5.20\|0.78\|5.10\|5.24\|4.91\|81681;2026-03-25\|5.26\|1.15\|5.20\|5.36\|5.20\|37105;2026-03-26\|5.34\|1.52\|5.27\|5.51\|5.26\|50758;2026-03-27\|5.46\|2.25\|5.32\|5.50\|5.21\|59551;2026-03-30\|5.56\|1.83\|5.34\|5.62\|5.34\|49366;2026-03-31\|5.51\|-0.90\|5.62\|5.76\|5.50\|63726;2026-04-01\|5.56\|0.91\|5.61\|5.65\|5.47\|47020;2026-04-02\|5.36\|-3.60\|5.53\|5.58\|5.35\|43877;2026-04-03\|5.28\|-1.49\|5.39\|5.44\|5.18\|51447;2026-04-07\|5.39\|2.08\|5.30\|5.47\|5.25\|49603;2026-04-08\|5.66\|5.01\|5.49\|5.66\|5.45\|59147;2026-04-09\|5.94\|4.95\|5.75\|5.94\|5.61\|145199;2026-04-10\|6.22\|4.71\|5.92\|6.24\|5.91\|151649;2026-04-13\|6.21\|-0.16\|6.25\|6.53\|6.10\|198049;2026-04-14\|6.17\|-0.64\|6.28\|6.44\|6.17\|113119;2026-04-15\|6.32\|2.43\|6.24\|6.39\|6.16\|97648;2026-04-16\|6.33\|0.16\|6.44\|6.44\|6.26\|74564;2026-04-17\|6.24\|-1.42\|6.35\|6.38\|6.01\|121159;2026-04-20\|6.11\|-2.08\|6.20\|6.52\|6.06\|122043;2026-04-21\|6.26\|2.46\|6.11\|6.34\|6.11\|70466;2026-04-22\|6.22\|-0.64\|6.36\|6.45\|6.19\|74724;2026-04-23\|6.21\|-0.16\|6.21\|6.30\|6.08\|76325;2026-04-24\|6.08\|-2.09\|6.11\|6.24\|6.02\|66901;2026-04-27\|6.09\|0.16\|6.14\|6.16\|5.96\|68381;2026-04-28\|5.96\|-2.13\|6.09\|6.09\|5.90\|56892;2026-04-29\|6.06\|1.68\|5.96\|6.12\|5.92\|49631;2026-04-30\|6.17\|1.82\|6.05\|6.17\|6.03\|63302;2026-05-06\|6.15\|-0.32\|6.23\|6.26\|6.07\|75590;2026-05-07\|6.33\|2.93\|6.19\|6.36\|6.15\|98568;2026-05-08\|6.65\|5.06\|6.40\|6.65\|6.37\|82926;2026-05-11\|6.81\|2.41\|6.89\|6.98\|6.63\|168383;2026-05-12\|6.72\|-1.32\|6.80\|6.94\|6.64\|105306;2026-05-13\|6.70\|-0.30\|6.80\|6.80\|6.64\|65197;2026-05-14\|6.61\|-1.34\|6.68\|6.70\|6.47\|103753;2026-05-15\|6.57\|-0.61\|6.61\|6.72\|6.50\|72922;2026-05-18\|6.53\|-0.61\|6.66\|6.67\|6.44\|60917;2026-05-19\|6.67\|2.14\|6.53\|6.67\|6.48\|54314;2026-05-20\|6.57\|-1.50\|6.66\|6.66\|6.50\|52959;2026-05-21\|6.28\|-4.41\|6.56\|6.57\|6.24\|111881;2026-05-22\|6.50\|3.50\|6.30\|6.51\|6.15\|59067;2026-05-25\|6.49\|-0.15\|6.48\|6.59\|6.42\|44350;2026-05-26\|6.33\|-2.47\|6.49\|6.54\|6.25\|59772;2026-05-27\|6.21\|-1.90\|6.33\|6.36\|6.17\|46934;2026-05-28\|6.32\|1.77\|6.18\|6.36\|6.16\|46128;2026-05-29\|6.12\|-3.16\|6.36\|6.40\|6.06\|59672;2026-06-01\|6.32\|3.27\|6.20\|6.33\|6.13\|57261;2026-06-02\|6.36\|0.63\|6.30\|6.48\|6.27\|55815;2026-06-03\|6.12\|-3.77\|6.31\|6.43\|6.04\|107776;2026-06-04\|6.03\|-1.47\|6.10\|6.12\|5.82\|85798;2026-06-05\|6.33\|4.98\|6.07\|6.33\|6.07\|114772;2026-06-09\|6.47\|2.21\|6.38\|6.88\|6.10\|412388;2026-06-10\|6.84\|5.72\|6.46\|7.12\|6.38\|695805;2026-06-11\|7.45\|8.92\|6.55\|7.52\|6.29\|641483;2026-06-12\|7.48\|0.40\|7.52\|7.64\|7.03\|448121;2026-06-15\|8.11\|8.42\|7.34\|8.11\|7.33\|490904;2026-06-16\|8.92\|9.99\|8.10\|8.92\|7.84\|538600;2026-06-25\|9.81\|9.98\|9.81\|9.81\|9.81\|23396;2026-06-26\|10.79\|9.99\|10.79\|10.79\|10.79\|5944;2026-06-29\|10.19\|-5.56\|11.87\|11.87\|9.71\|997911;2026-06-30\|9.30\|-8.73\|9.96\|10.45\|9.17\|789804;2026-07-01\|8.37\|-10.00\|9.00\|9.17\|8.37\|751250;2026-07-02\|7.53\|-10.04\|8.12\|8.32\|7.53\|573363;2026-07-03\|7.21\|-4.25\|7.32\|7.42\|7.07\|517972;2026-07-06\|6.92\|-4.02\|7.21\|7.29\|6.83\|452202;2026-07-07\|6.58\|-4.91\|6.86\|6.91\|6.54\|302779;2026-07-08\|6.40\|-2.74\|6.58\|6.60\|6.28\|270630;2026-07-09\|7.04\|10.00\|6.41\|7.04\|6.39\|205870;2026-07-10\|6.81\|-3.27\|7.04\|7.06\|6.53\|492928;2026-07-13\|6.40\|-6.02\|6.81\|6.98\|6.40\|325403;2026-07-14\|6.76\|5.62\|6.45\|6.80\|6.25\|316298;2026-07-15\|6.96\|2.96\|6.74\|7.13\|6.63\|296803;2026-07-16\|6.55\|-5.89\|7.15\|7.17\|6.52\|260386;2026-07-17\|6.18\|-5.65\|6.61\|6.70\|6.12\|237171;2026-07-20\|5.77\|-6.63\|6.11\|6.41\|5.65\|252939;2026-07-21\|5.90\|2.25\|5.90\|5.94\|5.29\|308101;2026-07-22\|5.82\|-1.36\|5.92\|6.19\|5.77\|197040;2026-07-23\|5.83\|0.17\|5.78\|5.95\|5.60\|195227;2026-07-24\|5.69\|-2.40\|5.71\|5.80\|5.65\|119284
41577	涨停揭秘：ST板块涨跌幅限制调整预期叠加短期超跌反弹情绪；涨停缘由：市场对ST股5%→10%涨跌幅调整预期升温，叠加3月27日涨停后资金博弈延续；资金逻辑：主力资金净流出微弱，成交额极低，属缩量弱势反弹，以散户及少量游资为主导；风险提示：公司已收上交所拟终止上市事先告知书，2025年营收低于3亿元且内控被出具否定意见，退市风险极高	公司收监管工作函，退市风险与逾8000万募集资金流向受关注	2026-03-17\|9.41\|-2.49\|9.70\|9.85\|9.40\|22826;2026-03-18\|9.73\|3.40\|9.42\|9.80\|9.31\|19328;2026-03-19\|9.51\|-2.26\|9.72\|9.72\|9.45\|10594;2026-03-20\|9.03\|-5.05\|9.55\|9.55\|9.03\|11273;2026-03-23\|8.58\|-4.98\|8.58\|8.58\|8.58\|2689;2026-03-24\|8.15\|-5.01\|8.15\|8.15\|8.15\|3122;2026-03-25\|7.80\|-4.29\|7.82\|8.40\|7.74\|103229;2026-03-26\|7.43\|-4.74\|7.41\|7.69\|7.41\|78615;2026-03-27\|7.80\|4.98\|7.43\|7.80\|7.43\|15549;2026-03-30\|7.59\|-2.69\|8.17\|8.19\|7.41\|59407;2026-03-31\|7.21\|-5.01\|7.21\|7.44\|7.21\|39323;2026-04-01\|6.85\|-4.99\|7.39\|7.39\|6.85\|33989;2026-04-02\|6.51\|-4.96\|6.62\|6.73\|6.51\|35786;2026-04-03\|6.18\|-5.07\|6.25\|6.28\|6.18\|15922;2026-04-07\|6.28\|1.62\|5.87\|6.33\|5.87\|43743;2026-04-08\|6.59\|4.94\|6.39\|6.59\|6.20\|15221;2026-04-09\|6.26\|-5.01\|6.62\|6.92\|6.26\|57334;2026-04-10\|6.09\|-2.72\|6.15\|6.40\|6.06\|27466;2026-04-13\|6.30\|3.45\|6.05\|6.39\|5.98\|36497;2026-04-14\|6.56\|4.13\|6.26\|6.61\|6.21\|29666;2026-04-15\|6.89\|5.03\|6.85\|6.89\|6.70\|11850;2026-04-16\|7.23\|4.93\|7.23\|7.23\|7.23\|10072;2026-04-17\|7.57\|4.70\|7.59\|7.59\|7.20\|68408;2026-04-20\|7.19\|-5.02\|7.19\|7.19\|7.19\|1457;2026-04-21\|6.83\|-5.01\|6.83\|6.83\|6.83\|576;2026-04-22\|6.49\|-4.98\|6.49\|6.49\|6.49\|765;2026-04-23\|6.17\|-4.93\|6.17\|6.17\|6.17\|1496;2026-04-24\|5.86\|-5.02\|5.86\|5.86\|5.86\|759;2026-04-27\|5.57\|-4.95\|5.57\|5.57\|5.57\|578;2026-04-28\|5.29\|-5.03\|5.29\|5.29\|5.29\|297;2026-04-29\|5.03\|-4.91\|5.03\|5.03\|5.03\|613;2026-06-08\|0.40\|-92.05\|1.01\|1.01\|0.10\|249750;2026-06-09\|0.44\|10.00\|0.44\|0.44\|0.41\|138164;2026-06-10\|0.40\|-9.09\|0.41\|0.43\|0.40\|94509;2026-06-11\|0.38\|-5.00\|0.38\|0.39\|0.36\|68380;2026-06-12\|0.37\|-2.63\|0.38\|0.38\|0.36\|39021;2026-06-15\|0.37\|0.00\|0.37\|0.38\|0.37\|29328;2026-06-16\|0.37\|0.00\|0.38\|0.38\|0.36\|34505;2026-06-17\|0.37\|0.00\|0.37\|0.38\|0.36\|25250;2026-06-18\|0.39\|5.41\|0.37\|0.40\|0.37\|54199;2026-06-22\|0.38\|-2.56\|0.38\|0.40\|0.36\|33710;2026-06-23\|0.37\|-2.63\|0.37\|0.39\|0.36\|26660;2026-06-24\|0.36\|-2.70\|0.37\|0.38\|0.36\|29764;2026-06-25\|0.35\|-2.78\|0.36\|0.37\|0.35\|46288;2026-06-26\|0.36\|2.86\|0.35\|0.37\|0.34\|28399;2026-06-29\|0.40\|11.11\|0.36\|0.40\|0.36\|52720
41576	脑机接口+卫星通信+智能制造+央企行业原因： 1、当地时间2025年12月31日，埃隆·马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”，还将在脑机植入方式上实现创新。 2、中国基金报1月6日报道，国内脑机接口“独角兽”强脑科技近期完成约20亿元融资，为脑机接口领域除马斯克旗下Neuralink以外世界第二大规模的融资。公司原因： 1、据2026年1月8日异动公告，公司因脑机接口概念连续三日涨停发布异动公告，虽暂无成熟产品及销售收入，但2022年江苏省重点研发计划“基于脑机接口技术的多模态人机交互系统集成关键技术研发”已完成脑控智能终端开发及调试优化。 2、据2025年12月26日互动易，公司正按客户需求研制新一代卫星通信终端，子公司熊猫通信研发卫星通信模组及手持终端。 3、据2025年3月28日年度报告，公司聚焦智慧交通与平安城市、工业互联网与智能制造、绿色服务型电子制造三大主业，2024年研发投入2.6亿元、强度9.9%，作为本地首批“智改数转”服务商。 4、据2025年3月28日公告，公司最终控制人为国务院国资委，控股股东为中国电子信息产业集团有限公司，属央企。	公司主营烟花业务，预计2025年扭亏为盈	2026-03-17\|5.61\|5.06\|5.61\|5.61\|5.60\|17335;2026-03-18\|5.89\|4.99\|5.89\|5.89\|5.89\|11728;2026-03-19\|6.18\|4.92\|6.18\|6.18\|6.18\|9989;2026-03-27\|6.49\|5.02\|5.87\|6.49\|5.87\|83330;2026-03-30\|6.21\|-4.31\|6.81\|6.81\|6.17\|109289;2026-03-31\|5.90\|-4.99\|6.02\|6.14\|5.90\|24108;2026-04-01\|5.61\|-4.92\|5.61\|5.61\|5.61\|4280;2026-04-02\|5.33\|-4.99\|5.33\|5.33\|5.33\|2734;2026-04-03\|5.06\|-5.07\|5.06\|5.06\|5.06\|3309;2026-04-07\|4.81\|-4.94\|4.81\|4.81\|4.81\|3752;2026-04-08\|5.05\|4.99\|4.57\|5.05\|4.57\|58304;2026-04-09\|4.80\|-4.95\|4.80\|4.80\|4.80\|13143;2026-04-10\|4.56\|-5.00\|4.56\|5.04\|4.56\|99319;2026-04-13\|4.33\|-5.04\|4.33\|4.54\|4.33\|64688;2026-04-14\|4.12\|-4.85\|4.15\|4.28\|4.11\|62340;2026-04-15\|4.33\|5.10\|3.92\|4.33\|3.92\|71290;2026-04-16\|4.11\|-5.08\|4.11\|4.33\|4.11\|58460;2026-04-17\|4.12\|0.24\|4.03\|4.30\|4.01\|38171;2026-04-20\|3.91\|-5.10\|3.92\|4.01\|3.91\|44283;2026-04-21\|4.11\|5.12\|3.92\|4.11\|3.92\|48528;2026-04-22\|4.24\|3.16\|3.93\|4.30\|3.93\|50317;2026-04-23\|4.45\|4.95\|4.20\|4.45\|4.20\|28599;2026-04-24\|4.54\|2.02\|4.64\|4.64\|4.23\|57844;2026-04-27\|4.38\|-3.52\|4.42\|4.69\|4.31\|43817;2026-04-28\|4.16\|-5.02\|4.16\|4.36\|4.16\|17093;2026-04-29\|3.95\|-5.05\|3.95\|3.95\|3.95\|15504;2026-06-01\|0.57\|-85.57\|1.98\|1.98\|0.48\|246031;2026-06-02\|0.51\|-10.53\|0.56\|0.58\|0.51\|132729;2026-06-03\|0.50\|-1.96\|0.50\|0.52\|0.48\|84081;2026-06-04\|0.48\|-4.00\|0.49\|0.51\|0.46\|65948;2026-06-05\|0.50\|4.17\|0.49\|0.51\|0.48\|64414;2026-06-08\|0.47\|-6.00\|0.49\|0.49\|0.46\|65329;2026-06-09\|0.43\|-8.51\|0.47\|0.48\|0.43\|60985;2026-06-10\|0.40\|-6.98\|0.43\|0.43\|0.39\|59972;2026-06-11\|0.41\|2.50\|0.39\|0.42\|0.38\|43721;2026-06-12\|0.41\|0.00\|0.41\|0.42\|0.40\|24275;2026-06-15\|0.41\|0.00\|0.41\|0.42\|0.40\|31054;2026-06-16\|0.40\|-2.44\|0.40\|0.41\|0.39\|29789;2026-06-17\|0.40\|0.00\|0.40\|0.41\|0.39\|16446;2026-06-18\|0.42\|5.00\|0.40\|0.43\|0.39\|39612;2026-06-22\|0.43\|2.38\|0.41\|0.44\|0.39\|69011
41575	商业航天+相控阵T/R芯片+摘帽行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据2026年6月24日互动易，公司在卫星通信领域领先推出星载和地面用卫星通信T/R芯片全套解决方案，产品已进入量产阶段并持续交付中。 2、据2025年年度报告，公司主营业务为微波毫米波相控阵T/R芯片的研发、生产、销售和技术服务，是国内少数能够提供完整T/R芯片解决方案及宇航级芯片研发、测试及生产的企业之一。 3、据2026年6月30日公告及历史公告，公司股票自2026年5月20日起撤销退市风险警示，证券简称由“*ST铖昌”恢复为“铖昌科技”。	公司主营微波毫米波模拟相控阵T/R芯片；预计2025年盈利9500万元-1.24亿元，同比扭亏	2026-03-17\|106.53\|-1.32\|110.13\|112.99\|105.60\|47459;2026-03-18\|111.86\|5.00\|107.49\|111.86\|105.50\|58460;2026-03-19\|113.76\|1.70\|108.65\|117.33\|108.52\|85444;2026-03-20\|108.07\|-5.00\|115.50\|116.26\|108.07\|69605;2026-03-23\|102.67\|-5.00\|103.97\|107.25\|102.67\|54331;2026-03-24\|100.33\|-2.28\|104.23\|105.00\|97.54\|77425;2026-03-25\|101.16\|0.83\|102.02\|104.25\|99.60\|52465;2026-03-26\|106.22\|5.00\|103.35\|106.22\|99.86\|95590;2026-03-27\|103.80\|-2.28\|105.00\|106.28\|102.70\|62979;2026-03-30\|108.99\|5.00\|101.00\|108.99\|100.80\|52182;2026-03-31\|112.50\|3.22\|112.43\|114.44\|111.68\|94045;2026-04-01\|116.24\|3.32\|114.20\|116.83\|112.99\|76182;2026-04-02\|113.51\|-2.35\|114.10\|120.50\|112.43\|76980;2026-04-03\|113.58\|0.06\|116.06\|117.39\|109.00\|67447;2026-04-07\|110.41\|-2.79\|112.00\|113.97\|109.54\|43757;2026-04-08\|115.93\|5.00\|113.99\|115.93\|113.66\|21394;2026-04-09\|121.73\|5.00\|120.58\|121.73\|117.71\|89310;2026-04-10\|122.98\|1.03\|123.00\|127.78\|122.00\|70271;2026-04-13\|129.13\|5.00\|121.02\|129.13\|121.02\|62266;2026-04-14\|135.59\|5.00\|132.10\|135.59\|132.10\|43572;2026-04-15\|142.37\|5.00\|142.37\|142.37\|142.33\|25265;2026-04-16\|141.04\|-0.93\|144.92\|148.90\|139.22\|135748;2026-04-17\|136.00\|-3.57\|140.88\|146.00\|135.00\|118444;2026-04-20\|142.80\|5.00\|136.11\|142.80\|136.11\|50054;2026-04-21\|147.00\|2.94\|149.78\|149.78\|142.00\|97140;2026-04-22\|154.35\|5.00\|143.98\|154.35\|142.80\|76202;2026-04-23\|159.30\|3.21\|156.48\|160.98\|155.00\|78702;2026-04-24\|154.00\|-3.33\|158.00\|160.00\|151.50\|72318;2026-04-27\|148.10\|-3.83\|153.81\|153.90\|146.33\|74213;2026-04-28\|140.70\|-5.00\|150.18\|150.40\|140.70\|65691;2026-04-29\|133.67\|-5.00\|133.68\|135.80\|133.67\|62289;2026-04-30\|140.35\|5.00\|133.67\|140.35\|132.00\|58018;2026-05-06\|145.60\|3.74\|145.00\|147.37\|143.12\|83462;2026-05-07\|152.88\|5.00\|146.00\|152.88\|144.88\|67095;2026-05-08\|156.77\|2.54\|153.00\|160.42\|152.88\|72335;2026-05-11\|164.20\|4.74\|156.80\|164.61\|154.90\|83571;2026-05-12\|155.99\|-5.00\|158.10\|160.80\|155.99\|80604;2026-05-13\|155.60\|-0.25\|152.00\|158.00\|150.30\|73314;2026-05-14\|147.82\|-5.00\|153.58\|155.00\|147.82\|81631;2026-05-15\|145.00\|-1.91\|148.61\|150.49\|141.00\|70638;2026-05-18\|142.65\|-1.62\|143.00\|148.87\|141.80\|63253;2026-05-20\|137.96\|-3.29\|145.21\|153.00\|137.80\|155249;2026-05-21\|146.50\|6.19\|136.77\|151.76\|136.77\|205867;2026-05-22\|143.40\|-2.12\|144.06\|144.36\|136.20\|166290;2026-05-25\|143.49\|0.06\|145.00\|148.48\|136.58\|161208;2026-05-26\|143.55\|0.04\|140.21\|145.00\|134.07\|132430;2026-05-27\|154.03\|7.45\|146.07\|157.69\|146.07\|182118;2026-05-28\|162.00\|5.17\|156.81\|166.18\|153.81\|160106;2026-05-29\|145.80\|-10.00\|158.00\|160.55\|145.80\|147969;2026-06-01\|131.55\|-9.77\|141.13\|144.00\|131.22\|114917;2026-06-02\|126.23\|-4.04\|133.63\|134.49\|123.45\|113054;2026-06-03\|136.90\|8.45\|127.45\|138.85\|127.40\|155597;2026-06-04\|136.79\|-0.08\|135.00\|139.10\|133.80\|90919;2026-06-05\|137.61\|0.60\|140.09\|142.39\|134.16\|122945;2026-06-08\|132.61\|-3.63\|128.01\|140.75\|128.01\|91000;2026-06-09\|136.75\|3.12\|135.12\|138.47\|128.61\|88196;2026-06-10\|129.40\|-5.37\|135.02\|138.30\|127.77\|73676;2026-06-11\|129.42\|0.02\|128.14\|132.15\|124.03\|74045;2026-06-12\|125.65\|-2.91\|134.35\|134.49\|125.43\|74590;2026-06-15\|125.00\|-0.52\|124.00\|127.95\|120.50\|80135;2026-06-16\|121.84\|-2.53\|127.00\|128.50\|120.43\|100001;2026-06-17\|127.78\|4.88\|121.22\|132.00\|121.00\|120551;2026-06-18\|134.28\|5.09\|125.37\|137.65\|125.29\|112344;2026-06-22\|128.28\|-4.47\|134.31\|135.79\|126.60\|102296;2026-06-23\|122.40\|-4.58\|125.07\|126.35\|120.55\|86659;2026-06-24\|124.56\|1.76\|121.00\|126.36\|117.66\|80114;2026-06-25\|126.75\|1.76\|122.33\|128.89\|120.50\|110457;2026-06-26\|139.43\|10.00\|124.24\|139.43\|121.51\|149995;2026-06-29\|153.31\|9.95\|143.99\|153.37\|142.21\|189220;2026-06-30\|155.99\|1.75\|155.00\|157.02\|149.58\|147411;2026-07-01\|159.00\|1.93\|155.96\|163.01\|152.00\|145675;2026-07-02\|148.47\|-6.62\|156.00\|163.79\|148.03\|137002;2026-07-03\|163.32\|10.00\|150.84\|163.32\|150.84\|46416;2026-07-06\|159.39\|-2.41\|177.00\|179.65\|158.00\|242284;2026-07-07\|165.60\|3.90\|160.33\|172.88\|158.88\|192935;2026-07-08\|151.33\|-8.62\|163.25\|167.80\|151.33\|172204;2026-07-09\|164.22\|8.52\|155.90\|166.46\|146.85\|160670;2026-07-10\|166.30\|1.27\|161.27\|180.64\|158.20\|226139;2026-07-13\|149.67\|-10.00\|165.11\|165.11\|149.67\|179943;2026-07-14\|134.70\|-10.00\|141.00\|144.07\|134.70\|88952;2026-07-15\|121.61\|-9.72\|128.00\|131.80\|121.50\|161902;2026-07-16\|122.16\|0.45\|119.00\|128.87\|118.27\|122544;2026-07-17\|109.94\|-10.00\|120.00\|121.15\|109.94\|72924;2026-07-20\|98.95\|-10.00\|105.21\|108.11\|98.95\|125660;2026-07-21\|102.00\|3.08\|98.95\|103.00\|89.06\|167847;2026-07-22\|100.11\|-1.85\|102.00\|106.96\|99.15\|122209;2026-07-23\|102.25\|2.14\|99.98\|106.22\|99.10\|104528;2026-07-24\|96.67\|-5.46\|101.10\|102.69\|96.50\|85588

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason