数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
41574		退市博弈+氢能物流+电商物流行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月10日公告，公司预计2025年度扣除无关收入后营收超3亿元，退市财务指标有望消除，短线资金博弈升温。 2、据2025年8月23日半年报，公司参股广东原锋氢燃料电池研发并控股安阳原尚新能源，布局“物流+氢能”重卡运输。 3、据2025年8月23日半年报，公司与拼多多、顺丰合作切入电商物流，优化收入结构。	公司预计2025年亏损5800万元-6900万元	2026-03-17\|30.70\|-4.30\|30.99\|32.51\|30.49\|22287;2026-03-18\|29.17\|-4.98\|30.09\|30.09\|29.17\|3147;2026-03-19\|30.63\|5.01\|29.04\|30.63\|28.60\|13454;2026-03-20\|32.16\|5.00\|32.10\|32.16\|32.09\|2676;2026-03-23\|30.55\|-5.01\|32.16\|32.69\|30.55\|5052;2026-03-24\|29.85\|-2.29\|29.10\|31.27\|29.02\|13244;2026-03-25\|29.15\|-2.35\|30.00\|31.20\|28.88\|7017;2026-03-26\|29.54\|1.34\|29.00\|29.70\|28.36\|8614;2026-03-27\|28.06\|-5.01\|29.00\|29.30\|28.06\|12612;2026-03-30\|26.66\|-4.99\|26.66\|27.28\|26.66\|8127;2026-03-31\|25.33\|-4.99\|25.33\|26.90\|25.33\|14003;2026-04-01\|24.06\|-5.01\|25.20\|25.44\|24.06\|13460;2026-04-02\|22.86\|-4.99\|22.86\|22.86\|22.86\|782;2026-04-03\|21.72\|-4.99\|21.72\|21.72\|21.72\|893;2026-04-07\|22.81\|5.02\|22.50\|22.81\|22.50\|5718;2026-04-08\|23.95\|5.00\|23.95\|23.95\|23.95\|918;2026-04-09\|25.15\|5.01\|25.15\|25.15\|25.15\|2674;2026-04-10\|26.41\|5.01\|26.41\|26.41\|25.86\|14680;2026-04-13\|27.73\|5.00\|27.73\|27.73\|27.50\|5387;2026-04-14\|29.12\|5.01\|29.09\|29.12\|28.98\|5598;2026-04-15\|27.66\|-5.01\|30.56\|30.56\|27.66\|20799;2026-04-16\|28.51\|3.07\|26.53\|28.96\|26.53\|16701;2026-04-17\|27.40\|-3.89\|28.20\|28.59\|27.22\|13040;2026-04-20\|28.77\|5.00\|27.81\|28.77\|27.81\|16101;2026-04-21\|30.21\|5.01\|28.66\|30.21\|28.30\|18443;2026-04-22\|31.72\|5.00\|31.72\|31.72\|31.72\|2338;2026-04-23\|33.31\|5.01\|33.31\|33.31\|33.31\|1308;2026-04-24\|33.32\|0.03\|34.98\|34.98\|32.24\|25735;2026-04-27\|34.99\|5.01\|33.00\|34.99\|32.17\|18786;2026-04-28\|36.74\|5.00\|34.10\|36.74\|34.10\|15827;2026-04-29\|36.50\|-0.65\|37.34\|37.53\|35.21\|17189;2026-04-30\|37.00\|1.37\|35.50\|37.18\|35.10\|11022;2026-05-06\|37.37\|1.00\|36.75\|38.43\|36.75\|8786;2026-05-07\|39.15\|4.76\|36.50\|39.24\|36.50\|12019;2026-05-08\|39.55\|1.02\|39.75\|40.39\|38.20\|12946;2026-05-11\|39.98\|1.09\|39.56\|40.48\|38.96\|5743;2026-05-12\|37.98\|-5.00\|40.40\|40.40\|37.98\|9846;2026-05-13\|36.82\|-3.05\|36.08\|38.50\|36.08\|10263;2026-05-14\|38.66\|5.00\|36.82\|38.66\|36.82\|13694;2026-05-15\|38.70\|0.10\|39.05\|39.48\|38.27\|10098;2026-05-18\|37.20\|-3.88\|38.95\|38.95\|36.96\|7061;2026-05-19\|37.67\|1.26\|37.64\|38.02\|36.98\|3076;2026-05-20\|37.50\|-0.45\|37.67\|37.87\|37.10\|2257;2026-05-21\|37.23\|-0.72\|37.25\|38.41\|37.18\|2885;2026-05-22\|37.49\|0.70\|37.23\|37.69\|36.66\|3750;2026-05-25\|36.48\|-2.69\|37.43\|37.43\|35.62\|6937;2026-05-26\|35.97\|-1.40\|36.90\|36.90\|35.30\|6031;2026-05-27\|36.30\|0.92\|35.02\|36.99\|35.02\|5168;2026-05-28\|37.02\|1.98\|36.58\|37.18\|36.13\|3931;2026-05-29\|35.52\|-4.05\|36.87\|37.86\|35.20\|4584;2026-06-01\|35.00\|-1.46\|36.15\|36.15\|34.84\|3162;2026-06-02\|36.75\|5.00\|35.00\|36.75\|33.55\|5890;2026-06-03\|36.74\|-0.03\|36.97\|37.60\|36.51\|4792;2026-06-04\|35.25\|-4.06\|36.73\|36.73\|35.10\|3948;2026-06-05\|35.25\|0.00\|33.78\|36.50\|33.49\|9603;2026-06-08\|36.82\|4.45\|34.60\|37.01\|34.52\|10961;2026-06-09\|38.26\|3.91\|36.64\|38.50\|36.64\|7432;2026-06-10\|38.19\|-0.18\|38.25\|38.50\|37.40\|3880;2026-06-11\|37.87\|-0.84\|39.10\|39.20\|37.66\|3461;2026-06-12\|35.98\|-4.99\|36.80\|38.30\|35.98\|10960;2026-06-16\|38.78\|7.78\|36.45\|39.20\|36.35\|24553;2026-06-17\|38.25\|-1.37\|39.15\|40.20\|36.81\|15874;2026-06-18\|41.41\|8.26\|38.01\|41.86\|37.00\|28809;2026-06-22\|39.90\|-3.65\|40.96\|42.86\|39.18\|19568;2026-06-23\|40.10\|0.50\|39.80\|40.80\|39.33\|7394;2026-06-24\|38.86\|-3.09\|40.95\|40.95\|38.52\|7473;2026-06-25\|36.69\|-5.58\|38.89\|39.50\|36.50\|9741;2026-06-26\|36.00\|-1.88\|36.86\|36.99\|34.10\|12492;2026-06-29\|35.45\|-1.53\|36.43\|36.43\|34.18\|11839;2026-06-30\|34.60\|-2.40\|35.15\|36.89\|34.32\|11213;2026-07-01\|35.09\|1.42\|35.20\|35.58\|34.12\|9998;2026-07-02\|35.70\|1.74\|35.00\|36.67\|34.36\|11166;2026-07-03\|34.55\|-3.22\|35.77\|36.02\|34.50\|6004;2026-07-06\|32.26\|-6.63\|34.78\|34.78\|31.68\|11001;2026-07-07\|32.53\|0.84\|32.40\|32.89\|31.19\|7768;2026-07-08\|33.11\|1.78\|32.72\|33.80\|32.20\|7316;2026-07-09\|36.42\|10.00\|33.14\|36.42\|32.75\|9636;2026-07-10\|34.99\|-3.93\|38.69\|38.69\|34.41\|15917;2026-07-13\|33.85\|-3.26\|34.75\|34.87\|33.39\|6928;2026-07-14\|33.49\|-1.06\|34.18\|34.54\|32.00\|8098;2026-07-15\|34.62\|3.37\|35.18\|36.15\|34.44\|9628;2026-07-16\|34.00\|-1.79\|34.72\|34.73\|33.76\|5219;2026-07-17\|33.97\|-0.09\|34.20\|34.88\|33.58\|7424;2026-07-20\|30.57\|-10.01\|33.97\|34.12\|30.57\|8755;2026-07-21\|29.01\|-5.10\|30.26\|30.57\|27.52\|12077;2026-07-22\|28.18\|-2.86\|29.02\|29.60\|27.90\|7850;2026-07-23\|29.15\|3.44\|28.19\|30.11\|27.66\|8127;2026-07-24\|27.90\|-4.29\|29.01\|29.15\|27.90\|5671
41573		焦煤+钢铁+中亚出口+央企行业原因： 6月1日焦煤、焦炭期货大涨。国金证券5月28日研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年5月1日年度报告，公司全资子公司焦煤集团拥有煤炭生产及销售业务，2026年6月1日大商所焦煤主力合约大涨7%。 2、据2026年5月1日年度报告，公司因2025年末净资产为负值，股票被实施退市风险警示，同时公司启动向特定对象发行A股股票以补充流动资金及偿还债务，充实资金实力。 3、据2026年5月1日年度报告及股东权益变动提示性公告，公司实际控制人为中国宝武钢铁集团有限公司，最终控制人为国务院国有资产监督管理委员会；公司是新疆唯一的钢铁上市公司，产品重点出口中亚市场。	中国宝武钢铁集团旗下，新疆最大的钢铁上市企业
41572		生物航煤+环保增塑剂+ST板块 1、据2026年4月10日年报，公司2025年营业收入48.31亿元，同比增长279.33%，主要系子公司连云港嘉澳生物航煤等高附加值产品海外销售增长所致；生物质能源板块收入占主营业务收入85.42%，毛利率较上年增长38.21个百分点。 2、据2026年4月10日年报，子公司连云港嘉澳已取得生物航煤“白名单”出口许可并完善海外市场布局，有效释放产能并优化营收结构，显著改善了公司整体毛利率水平与盈利能力。 3、据2026年4月10日年报，公司是国内环保型植物油脂基增塑剂品种最齐全的生产企业之一，拥有环氧大豆油等多个品种，环保增塑剂客户近2000家，并与英国石油bp存在股权合作。	公司生物柴油产能为30万吨，三季报亏损大幅收窄，营收增长511%，“得益于连云港嘉澳生物航煤销售额增加，表明公司在生物航煤领域的布局取得了显著成效，市场份额迅速扩大”	2026-03-17\|107.75\|-3.43\|111.80\|111.80\|107.30\|7693;2026-03-18\|106.61\|-1.06\|108.50\|109.78\|104.00\|7979;2026-03-19\|101.28\|-5.00\|106.61\|107.90\|101.28\|13670;2026-03-20\|98.50\|-2.74\|101.28\|103.02\|98.50\|9394;2026-03-23\|95.68\|-2.86\|97.10\|99.01\|94.58\|14397;2026-03-24\|96.00\|0.33\|96.75\|97.00\|93.26\|8423;2026-03-25\|91.20\|-5.00\|96.85\|97.30\|91.20\|19302;2026-03-26\|94.30\|3.40\|93.00\|95.46\|91.10\|11768;2026-03-27\|93.81\|-0.52\|94.29\|96.83\|92.00\|11523;2026-03-30\|90.66\|-3.36\|93.81\|93.99\|89.12\|15191;2026-03-31\|86.13\|-5.00\|90.66\|90.99\|86.13\|13836;2026-04-01\|90.44\|5.00\|88.00\|90.44\|85.58\|13676;2026-04-02\|88.00\|-2.70\|93.00\|93.00\|87.70\|11929;2026-04-03\|83.81\|-4.76\|87.61\|88.58\|83.60\|12736;2026-04-07\|88.00\|5.00\|84.97\|88.00\|84.67\|3570;2026-04-08\|92.40\|5.00\|92.40\|92.40\|92.40\|1574;2026-04-09\|91.41\|-1.07\|93.97\|95.56\|90.39\|16110;2026-04-10\|91.31\|-0.11\|92.00\|92.61\|89.63\|11119;2026-04-13\|89.90\|-1.54\|91.47\|92.95\|89.66\|8825;2026-04-14\|87.70\|-2.45\|88.88\|90.60\|86.97\|9489;2026-04-15\|85.98\|-1.96\|87.68\|87.77\|84.50\|9383;2026-04-16\|85.35\|-0.73\|86.05\|86.46\|85.07\|6211;2026-04-17\|84.43\|-1.08\|85.79\|85.80\|83.91\|8993;2026-04-20\|86.74\|2.74\|85.30\|88.65\|84.26\|14668;2026-04-21\|82.85\|-4.48\|86.14\|86.25\|82.81\|14674;2026-04-22\|86.99\|5.00\|82.70\|86.99\|82.04\|17258;2026-04-23\|85.69\|-1.49\|88.55\|89.50\|84.99\|20682;2026-04-24\|83.33\|-2.75\|84.10\|86.50\|82.22\|16162;2026-04-27\|82.27\|-1.27\|84.86\|84.99\|81.50\|13369;2026-04-28\|79.40\|-3.49\|81.63\|82.18\|78.80\|14762;2026-04-29\|81.03\|2.05\|79.58\|81.76\|77.32\|19295;2026-04-30\|76.98\|-5.00\|79.14\|79.67\|76.98\|21759;2026-05-06\|76.25\|-0.95\|76.64\|77.66\|73.13\|30638;2026-05-07\|73.36\|-3.79\|75.00\|75.39\|72.89\|11736;2026-05-08\|74.98\|2.21\|73.39\|75.60\|72.98\|11651;2026-05-11\|73.37\|-2.15\|74.70\|74.98\|72.85\|10331;2026-05-12\|71.30\|-2.82\|73.55\|73.56\|70.66\|16606;2026-05-13\|72.98\|2.36\|71.00\|73.32\|70.70\|7656;2026-05-14\|72.01\|-1.33\|73.01\|73.01\|71.45\|7485;2026-05-15\|70.86\|-1.60\|71.97\|71.97\|70.00\|8747;2026-05-18\|73.87\|4.25\|70.35\|74.40\|70.23\|14796;2026-05-19\|77.56\|5.00\|72.01\|77.56\|71.69\|26091;2026-05-20\|81.35\|4.89\|79.80\|81.44\|78.11\|19556;2026-05-21\|77.28\|-5.00\|79.73\|79.98\|77.28\|19071;2026-05-22\|75.77\|-1.95\|76.50\|77.77\|75.05\|8302;2026-05-25\|74.02\|-2.31\|76.43\|76.56\|72.60\|11954;2026-05-26\|72.45\|-2.12\|73.00\|73.23\|70.81\|12045;2026-05-27\|72.21\|-0.33\|72.81\|75.00\|70.80\|9428;2026-05-28\|74.60\|3.31\|72.00\|75.82\|72.00\|14818;2026-05-29\|75.43\|1.11\|74.32\|76.35\|73.76\|10265;2026-06-01\|79.20\|5.00\|78.92\|79.20\|78.50\|3390;2026-06-02\|80.75\|1.96\|83.16\|83.16\|79.30\|15703;2026-06-03\|82.02\|1.57\|80.75\|83.90\|78.84\|11821;2026-06-04\|81.83\|-0.23\|81.91\|83.80\|81.27\|7415;2026-06-05\|78.50\|-4.07\|81.99\|82.20\|77.85\|8585;2026-06-08\|79.77\|1.62\|77.70\|80.54\|76.10\|8673;2026-06-09\|79.37\|-0.50\|79.90\|80.99\|79.00\|5735;2026-06-10\|83.21\|5.00\|79.25\|83.21\|78.89\|10303;2026-06-11\|80.88\|-2.80\|82.88\|84.42\|80.27\|9691;2026-06-12\|77.81\|-3.80\|81.81\|81.85\|77.57\|16072;2026-06-15\|77.02\|-1.02\|77.80\|78.07\|74.86\|11099;2026-06-16\|76.09\|-1.21\|77.39\|77.83\|75.25\|7282;2026-06-17\|74.80\|-1.70\|76.09\|76.64\|74.66\|5913;2026-06-18\|72.40\|-3.21\|75.27\|75.79\|72.35\|9010;2026-06-22\|73.53\|1.56\|73.00\|74.38\|71.00\|8467;2026-06-23\|72.50\|-1.40\|73.53\|76.00\|72.05\|9185;2026-06-24\|72.00\|-0.69\|72.01\|74.30\|71.80\|5809;2026-06-25\|70.16\|-2.56\|72.45\|72.49\|70.06\|6620;2026-06-26\|66.65\|-5.00\|70.16\|70.16\|66.65\|10631;2026-06-29\|68.85\|3.30\|66.50\|69.86\|63.32\|10323;2026-06-30\|65.85\|-4.36\|68.97\|69.29\|65.50\|5483;2026-07-01\|68.19\|3.55\|66.00\|68.23\|65.56\|5306;2026-07-02\|71.60\|5.00\|68.19\|71.60\|68.00\|2576;2026-07-03\|75.18\|5.00\|73.40\|75.18\|73.40\|1919;2026-07-06\|73.15\|-2.70\|76.41\|80.58\|72.36\|24309;2026-07-07\|67.34\|-7.94\|72.01\|73.16\|66.30\|14433;2026-07-08\|62.40\|-7.34\|68.50\|68.50\|60.61\|20121;2026-07-09\|62.74\|0.54\|61.00\|63.20\|60.97\|10496;2026-07-10\|61.99\|-1.20\|63.88\|64.51\|61.66\|8876;2026-07-13\|61.31\|-1.10\|61.88\|62.83\|61.31\|7727;2026-07-14\|63.38\|3.38\|61.98\|64.10\|61.41\|6232;2026-07-15\|62.80\|-0.92\|62.99\|63.51\|61.59\|4623;2026-07-16\|62.30\|-0.80\|62.50\|63.90\|61.74\|5702;2026-07-17\|59.81\|-4.00\|61.74\|62.28\|59.70\|11128;2026-07-20\|54.15\|-9.46\|59.81\|60.00\|53.85\|11772;2026-07-21\|54.49\|0.63\|54.00\|54.83\|51.06\|14493;2026-07-22\|59.92\|9.97\|54.00\|59.94\|54.00\|16240;2026-07-23\|61.35\|2.39\|60.59\|62.00\|58.30\|9678;2026-07-24\|58.90\|-3.99\|60.88\|62.11\|58.50\|4968
41571		算力中心+家装AI+摘帽申请行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月28日年报，公司2025年完成重整，2025年归母净利润3644.52万元，净资产转正，同日董事会决议向深交所申请撤销退市风险警示。 2、据2025年12月22日重整计划，产业投资人华著科技承诺将其智算中心资产无偿捐赠并协助公司在2026年6月30日前具备承接算力中心集成服务订单条件，未来全部新订单由公司承接。 3、据2026年4月28日年报，公司为中国A股首家家装上市公司，拥有93项软件著作权，星耀SaaS系统实现AI设计、供应链直采、模块化施工闭环，深耕高端地产及豪宅市场。	控股股东拟向公司无偿捐赠的和林格尔智算中心	2026-03-17\|10.67\|0.66\|10.59\|10.96\|10.36\|194282;2026-03-18\|11.20\|4.97\|11.00\|11.20\|10.92\|304751;2026-03-19\|11.11\|-0.80\|11.30\|11.75\|11.08\|334439;2026-03-20\|10.62\|-4.41\|11.11\|11.26\|10.55\|289689;2026-03-23\|10.09\|-4.99\|10.30\|10.57\|10.09\|226224;2026-03-24\|10.56\|4.66\|10.23\|10.59\|10.09\|288604;2026-03-25\|11.09\|5.02\|10.86\|11.09\|10.66\|256486;2026-03-26\|11.28\|1.71\|11.22\|11.40\|10.88\|258115;2026-03-27\|11.77\|4.34\|11.08\|11.84\|11.01\|258764;2026-03-30\|12.36\|5.01\|11.60\|12.36\|11.60\|180206;2026-03-31\|11.86\|-4.05\|12.90\|12.98\|11.78\|438339;2026-04-01\|12.45\|4.97\|12.22\|12.45\|12.20\|383211;2026-04-02\|12.72\|2.17\|12.71\|13.06\|12.60\|368938;2026-04-03\|12.08\|-5.03\|12.61\|12.68\|12.08\|290949;2026-04-07\|12.68\|4.97\|12.23\|12.68\|12.01\|262063;2026-04-08\|13.31\|4.97\|13.04\|13.31\|12.83\|199433;2026-04-09\|13.55\|1.80\|13.49\|13.70\|13.08\|317249;2026-04-10\|14.23\|5.02\|13.76\|14.23\|13.61\|198044;2026-04-13\|14.21\|-0.14\|14.28\|14.87\|13.90\|336155;2026-04-14\|14.92\|5.00\|14.50\|14.92\|13.91\|309106;2026-04-15\|14.95\|0.20\|15.22\|15.67\|14.95\|395925;2026-04-16\|15.13\|1.20\|14.70\|15.52\|14.30\|321769;2026-04-17\|14.37\|-5.02\|14.89\|15.20\|14.37\|335374;2026-04-20\|14.30\|-0.49\|14.60\|14.78\|13.80\|265306;2026-04-21\|14.50\|1.40\|14.16\|14.70\|13.84\|228967;2026-04-22\|14.39\|-0.76\|14.64\|14.83\|14.38\|169531;2026-04-23\|13.67\|-5.00\|14.39\|14.42\|13.67\|240310;2026-04-24\|12.99\|-4.97\|13.40\|14.12\|12.99\|297258;2026-04-27\|13.45\|3.54\|12.86\|13.64\|12.72\|243152;2026-04-28\|12.78\|-4.98\|12.78\|13.09\|12.78\|134112;2026-04-29\|12.30\|-3.76\|12.50\|13.07\|12.14\|295334;2026-04-30\|12.78\|3.90\|12.44\|12.85\|12.02\|218312;2026-05-06\|12.50\|-2.19\|12.94\|13.29\|12.33\|234074;2026-05-07\|12.90\|3.20\|12.44\|13.08\|12.35\|204769;2026-05-08\|12.94\|0.31\|12.90\|13.16\|12.73\|167256;2026-05-11\|12.40\|-4.17\|12.65\|12.80\|12.34\|201251;2026-05-12\|12.30\|-0.81\|12.38\|12.63\|12.20\|159124;2026-05-13\|12.92\|5.04\|12.38\|12.92\|12.32\|213297;2026-05-14\|13.57\|5.03\|13.16\|13.57\|13.00\|168655;2026-05-15\|13.66\|0.66\|13.79\|14.24\|13.39\|297643;2026-05-18\|13.16\|-3.66\|13.46\|13.57\|12.99\|148891;2026-05-19\|13.82\|5.02\|13.37\|13.82\|13.13\|153345;2026-05-20\|14.26\|3.18\|13.82\|14.49\|13.63\|180509;2026-05-21\|13.55\|-4.98\|14.08\|14.19\|13.55\|176834;2026-05-22\|13.99\|3.25\|13.58\|14.20\|13.30\|144067;2026-05-25\|13.65\|-2.43\|13.87\|13.95\|13.51\|114253;2026-05-26\|13.04\|-4.47\|13.65\|13.65\|12.97\|163132;2026-05-27\|12.39\|-4.98\|12.93\|12.99\|12.39\|159237;2026-05-28\|12.54\|1.21\|12.35\|12.80\|12.19\|132847;2026-05-29\|11.91\|-5.02\|12.45\|12.50\|11.91\|145856;2026-06-01\|11.73\|-1.51\|11.51\|11.98\|11.51\|111978;2026-06-02\|12.32\|5.03\|11.92\|12.32\|11.66\|167538;2026-06-03\|11.78\|-4.38\|12.20\|12.20\|11.70\|162476;2026-06-04\|11.43\|-2.97\|11.78\|11.92\|11.21\|123826;2026-06-05\|11.54\|0.96\|11.44\|11.78\|11.13\|94925;2026-06-08\|11.25\|-2.51\|11.11\|11.58\|10.96\|106178;2026-06-09\|10.71\|-4.80\|11.20\|11.36\|10.70\|127516;2026-06-10\|10.17\|-5.04\|10.66\|10.66\|10.17\|99004;2026-06-11\|10.23\|0.59\|10.31\|10.43\|9.72\|138480;2026-06-12\|10.39\|1.56\|10.30\|10.68\|10.15\|111163;2026-06-15\|10.45\|0.58\|10.12\|10.58\|10.12\|79709;2026-06-16\|10.54\|0.86\|10.30\|10.66\|10.06\|140297;2026-06-17\|10.35\|-1.80\|10.50\|10.78\|10.23\|110731;2026-06-18\|10.87\|5.02\|10.60\|10.87\|10.56\|83701;2026-06-22\|11.03\|1.47\|11.10\|11.38\|10.70\|153742;2026-06-23\|10.98\|-0.45\|10.85\|11.29\|10.82\|98309;2026-06-24\|11.53\|5.01\|11.00\|11.53\|10.73\|150892;2026-06-25\|12.08\|4.77\|11.70\|12.11\|11.70\|164129;2026-06-26\|12.68\|4.97\|11.87\|12.68\|11.80\|166623;2026-06-29\|12.15\|-4.18\|12.68\|12.92\|12.06\|151797;2026-06-30\|12.67\|4.28\|12.02\|12.76\|11.72\|135291;2026-07-01\|12.16\|-4.03\|12.50\|12.74\|12.12\|129516;2026-07-02\|12.42\|2.14\|11.98\|12.68\|11.83\|116447;2026-07-03\|12.79\|2.98\|12.31\|12.95\|12.20\|114005;2026-07-06\|12.44\|-2.74\|12.54\|12.86\|12.33\|91065;2026-07-07\|11.29\|-9.24\|12.24\|12.40\|11.20\|154019;2026-07-08\|11.39\|0.89\|11.00\|11.70\|10.85\|132249;2026-07-09\|10.88\|-4.48\|11.31\|11.43\|10.75\|140527;2026-07-10\|10.97\|0.83\|10.88\|11.30\|10.73\|105942;2026-07-13\|10.29\|-6.20\|10.88\|11.09\|10.16\|120088;2026-07-14\|10.10\|-1.85\|10.40\|10.40\|9.87\|138100;2026-07-15\|10.18\|0.79\|10.28\|10.46\|10.06\|91174;2026-07-16\|10.03\|-1.47\|9.99\|10.35\|9.91\|78013;2026-07-20\|9.03\|-9.97\|10.19\|10.40\|9.03\|202036;2026-07-21\|9.06\|0.33\|8.56\|9.74\|8.13\|317266;2026-07-22\|8.78\|-3.09\|8.94\|9.48\|8.68\|186090;2026-07-23\|9.66\|10.02\|9.01\|9.66\|8.93\|162129;2026-07-24\|9.36\|-3.11\|10.21\|10.37\|9.36\|291366
41570		庭外重组+深圳国资+智慧城市+AI安防行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2026年4月29日年报及2026年4月18日公告，公司及全资子公司英飞拓仁用向福田企业重组中心提交的庭外重组申请已获受理并启动债权申报，重组协调人确定为中伦、德恒律所，后续或转入预重整、重整程序。 2、据2026年4月29日年报，公司控股股东为深圳市投资控股有限公司，最终控制人为深圳市国资委，具备深圳国资背景。 3、据2026年4月29日年报，公司定位为新型智慧城市建设与运营服务商，围绕智慧园区、智慧楼宇等提供顶层规划、数字底座、AI工程化全链条服务，产品覆盖4K超高清视频监控、人车检测智能识别等，并服务“鹏城云脑 II”等国家项目。	智慧城市解决方案提供、建设和运营服务商	2026-03-17\|3.59\|0.84\|3.60\|3.73\|3.52\|304978;2026-03-18\|3.42\|-4.74\|3.51\|3.54\|3.41\|287353;2026-03-19\|3.35\|-2.05\|3.43\|3.47\|3.32\|238675;2026-03-20\|3.18\|-5.07\|3.34\|3.41\|3.18\|301835;2026-03-23\|3.19\|0.31\|3.18\|3.32\|3.10\|382429;2026-03-24\|3.35\|5.02\|3.24\|3.35\|3.18\|259134;2026-03-25\|3.52\|5.07\|3.47\|3.52\|3.43\|82159;2026-03-26\|3.69\|4.83\|3.70\|3.70\|3.52\|485331;2026-03-27\|3.62\|-1.90\|3.65\|3.65\|3.53\|266840;2026-03-30\|3.61\|-0.28\|3.54\|3.69\|3.46\|244986;2026-03-31\|3.79\|4.99\|3.79\|3.79\|3.79\|61303;2026-04-01\|3.98\|5.01\|3.98\|3.98\|3.98\|10683;2026-04-02\|4.15\|4.27\|4.17\|4.18\|3.85\|770169;2026-04-03\|3.99\|-3.86\|4.12\|4.16\|3.95\|397465;2026-04-07\|4.19\|5.01\|4.08\|4.19\|4.03\|111002;2026-04-08\|4.40\|5.01\|4.40\|4.40\|4.40\|21940;2026-04-09\|4.62\|5.00\|4.62\|4.62\|4.62\|17439;2026-04-10\|4.85\|4.98\|4.75\|4.85\|4.62\|777140;2026-04-13\|5.09\|4.95\|5.03\|5.09\|4.93\|122131;2026-04-14\|4.97\|-2.36\|5.34\|5.34\|4.84\|1072000;2026-04-15\|4.88\|-1.81\|4.90\|4.95\|4.72\|463173;2026-04-16\|5.12\|4.92\|4.76\|5.12\|4.64\|626989;2026-04-17\|5.38\|5.08\|5.37\|5.38\|5.10\|391421;2026-04-20\|5.51\|2.42\|5.62\|5.65\|5.31\|760071;2026-04-21\|5.23\|-5.08\|5.23\|5.43\|5.23\|499083;2026-04-22\|5.05\|-3.44\|5.08\|5.36\|4.99\|404311;2026-04-23\|4.87\|-3.56\|5.09\|5.16\|4.80\|339403;2026-04-24\|5.11\|4.93\|5.02\|5.11\|4.94\|403568;2026-04-27\|4.85\|-5.09\|4.98\|5.06\|4.85\|327785;2026-04-28\|4.61\|-4.95\|4.67\|4.73\|4.61\|277360;2026-04-30\|4.81\|4.34\|4.40\|4.84\|4.39\|397957;2026-05-06\|4.76\|-1.04\|4.76\|4.96\|4.71\|283285;2026-05-07\|4.55\|-4.41\|4.84\|4.84\|4.52\|304065;2026-05-08\|4.62\|1.54\|4.53\|4.74\|4.46\|216324;2026-05-11\|4.63\|0.22\|4.64\|4.69\|4.43\|188605;2026-05-12\|4.86\|4.97\|4.61\|4.86\|4.60\|166577;2026-05-13\|5.10\|4.94\|5.00\|5.10\|5.00\|120022;2026-05-14\|5.19\|1.76\|5.33\|5.35\|5.05\|312615;2026-05-15\|5.25\|1.16\|5.11\|5.42\|4.96\|274425;2026-05-18\|5.00\|-4.76\|5.16\|5.24\|4.99\|215612;2026-05-19\|4.90\|-2.00\|4.85\|5.00\|4.83\|115126;2026-05-20\|4.68\|-4.49\|4.89\|4.96\|4.66\|177519;2026-05-21\|4.56\|-2.56\|4.73\|4.85\|4.50\|139041;2026-05-22\|4.56\|0.00\|4.55\|4.61\|4.43\|116338;2026-05-25\|4.58\|0.44\|4.55\|4.65\|4.42\|117773;2026-05-26\|4.36\|-4.80\|4.61\|4.75\|4.35\|170170;2026-05-27\|4.58\|5.05\|4.29\|4.58\|4.18\|210683;2026-05-28\|4.36\|-4.80\|4.54\|4.57\|4.35\|187988;2026-05-29\|4.14\|-5.05\|4.33\|4.33\|4.14\|159107;2026-06-01\|4.35\|5.07\|4.16\|4.35\|4.04\|123728;2026-06-02\|4.57\|5.06\|4.42\|4.57\|4.42\|59705;2026-06-03\|4.80\|5.03\|4.80\|4.80\|4.80\|11139;2026-06-04\|4.80\|0.00\|4.88\|4.99\|4.68\|310290;2026-06-05\|4.83\|0.62\|4.80\|5.04\|4.72\|202886;2026-06-08\|4.85\|0.41\|4.75\|4.96\|4.63\|160005;2026-06-09\|4.87\|0.41\|4.86\|4.95\|4.80\|122155;2026-06-10\|4.83\|-0.82\|4.84\|4.88\|4.65\|118355;2026-06-11\|4.78\|-1.04\|4.83\|4.84\|4.69\|65325;2026-06-12\|4.88\|2.09\|4.78\|4.94\|4.70\|109121;2026-06-15\|4.96\|1.64\|4.92\|5.10\|4.92\|106303;2026-06-16\|4.76\|-4.03\|4.90\|4.97\|4.71\|130371;2026-06-17\|4.67\|-1.89\|4.76\|4.89\|4.65\|108796;2026-06-18\|4.71\|0.86\|4.59\|4.80\|4.51\|126667;2026-06-22\|4.54\|-3.61\|4.66\|4.66\|4.47\|123176;2026-06-23\|4.45\|-1.98\|4.51\|4.55\|4.40\|68912;2026-06-24\|4.50\|1.12\|4.45\|4.55\|4.32\|80654;2026-06-25\|4.31\|-4.22\|4.51\|4.52\|4.28\|96759;2026-06-26\|4.25\|-1.39\|4.31\|4.31\|4.12\|79624;2026-06-29\|4.39\|3.29\|4.19\|4.46\|4.12\|124052;2026-06-30\|4.17\|-5.01\|4.30\|4.33\|4.17\|131470;2026-07-01\|4.16\|-0.24\|4.17\|4.22\|3.96\|219290;2026-07-02\|4.27\|2.64\|4.06\|4.36\|4.04\|126241;2026-07-03\|4.48\|4.92\|4.22\|4.48\|4.16\|152632;2026-07-06\|4.54\|1.34\|4.50\|4.70\|4.40\|120566;2026-07-07\|4.30\|-5.29\|4.46\|4.60\|4.25\|95400;2026-07-08\|4.43\|3.02\|4.30\|4.50\|4.26\|77145;2026-07-09\|4.44\|0.23\|4.37\|4.53\|4.37\|69730;2026-07-10\|4.43\|-0.23\|4.46\|4.48\|4.39\|48520;2026-07-13\|4.48\|1.13\|4.51\|4.64\|4.40\|100517;2026-07-14\|4.51\|0.67\|4.48\|4.51\|4.30\|70980;2026-07-15\|4.46\|-1.11\|4.38\|4.52\|4.38\|61961;2026-07-16\|4.46\|0.00\|4.40\|4.49\|4.31\|58334;2026-07-17\|4.44\|-0.45\|4.46\|4.50\|4.37\|62386;2026-07-20\|4.45\|0.23\|4.45\|4.66\|4.36\|93008;2026-07-21\|4.32\|-2.92\|4.39\|4.44\|4.18\|98976;2026-07-22\|4.17\|-3.47\|4.28\|4.28\|4.16\|56723;2026-07-23\|4.16\|-0.24\|4.13\|4.23\|4.11\|56896;2026-07-24\|4.08\|-1.92\|4.18\|4.18\|4.03\|52872
41569		涨停揭秘：家庭服务机器人战略加速落地，AI终端出海放量叠加宇树IPO催化；涨停缘由：推进“二维感知、三维移动、三维交互”家庭服务机器人技术路径，扫地机器人向多智能体协同升级；AI硬件出海持续放量，无线耳机与家庭储能产品在欧美渠道份额提升；宇树科技IPO获上交所受理，强化人形机器人产业链关注度；公司为消费电子跨境电商龙头，品牌力与渠道壁垒深厚；资金逻辑：北向资金连续五日增持，QFII持仓占比单季提升0.8个百分点，中长期资金布局AI终端硬件主线；风险提示：海外消费电子需求存在疲软风险，机器人研发投入大且产业化周期长，汇率波动影响出口利润	1、公司规划“二维感知、三维移动、三维交互”三步走战略，布局家庭服务机器人技术栈，产品由扫地机器人向多智能体协同升级； 2、消费电子跨境电商龙头，产品包括无线耳机、无线充电、家庭储能等产品	2026-03-17\|99.68\|0.96\|98.74\|101.20\|98.40\|47691;2026-03-18\|97.80\|-1.89\|98.69\|100.19\|97.13\|34222;2026-03-19\|94.44\|-3.44\|97.17\|97.70\|93.82\|33988;2026-03-20\|106.58\|12.85\|95.10\|108.30\|94.25\|163057;2026-03-23\|110.67\|3.84\|105.00\|112.12\|104.92\|167395;2026-03-24\|110.14\|-0.48\|110.67\|111.68\|107.25\|90299;2026-03-25\|110.18\|0.04\|108.31\|110.30\|103.88\|104974;2026-03-26\|110.91\|0.66\|109.00\|116.48\|108.20\|111396;2026-03-27\|113.41\|2.25\|109.67\|115.18\|109.00\|92032;2026-03-30\|111.34\|-1.83\|112.00\|115.90\|110.02\|68580;2026-03-31\|108.19\|-2.83\|110.33\|111.70\|108.06\|61569;2026-04-01\|108.66\|0.43\|110.35\|110.68\|106.95\|60982;2026-04-02\|104.30\|-4.01\|108.00\|109.30\|103.50\|66452;2026-04-03\|100.58\|-3.57\|106.80\|106.86\|100.50\|49933;2026-04-07\|98.87\|-1.70\|101.00\|101.48\|97.66\|43726;2026-04-08\|103.99\|5.18\|101.00\|104.18\|99.80\|60629;2026-04-09\|104.60\|0.59\|102.50\|106.68\|101.50\|56568;2026-04-10\|116.50\|11.38\|106.71\|118.28\|106.71\|138367;2026-04-13\|116.36\|-0.12\|115.01\|116.99\|113.01\|78153;2026-04-14\|114.55\|-1.56\|117.03\|117.45\|113.31\|60407;2026-04-15\|111.85\|-2.36\|114.50\|114.52\|110.57\|64811;2026-04-16\|120.68\|7.89\|113.00\|120.88\|112.00\|128743;2026-04-17\|117.35\|-2.76\|119.73\|120.40\|116.77\|71543;2026-04-20\|117.01\|-0.29\|117.57\|119.85\|115.80\|64303;2026-04-21\|117.06\|0.04\|116.50\|118.33\|115.11\|53662;2026-04-22\|118.43\|1.17\|116.09\|118.90\|115.01\|66030;2026-04-23\|122.00\|3.01\|119.80\|124.90\|117.51\|101696;2026-04-24\|121.62\|-0.31\|120.65\|124.80\|120.00\|77014;2026-04-27\|121.90\|0.23\|120.60\|123.68\|118.50\|58703;2026-04-28\|118.69\|-2.63\|120.81\|125.79\|118.06\|65094;2026-04-29\|120.03\|1.13\|118.00\|120.29\|116.81\|48475;2026-04-30\|125.44\|4.51\|120.23\|130.80\|120.23\|98722;2026-05-06\|123.05\|-1.91\|124.49\|126.74\|122.11\|84444;2026-05-07\|121.99\|-0.86\|122.58\|124.96\|121.05\|52750;2026-05-08\|119.50\|-2.04\|121.00\|123.40\|118.35\|60377;2026-05-11\|129.10\|8.03\|121.01\|129.77\|121.01\|106831;2026-05-12\|126.30\|-2.17\|128.87\|130.22\|125.87\|62566;2026-05-13\|136.22\|7.85\|126.31\|137.49\|124.50\|98583;2026-05-14\|132.20\|-2.95\|136.60\|136.60\|130.73\|54144;2026-05-15\|134.50\|1.74\|132.48\|135.89\|130.03\|51542;2026-05-18\|136.40\|1.41\|130.31\|136.70\|128.47\|62113;2026-05-19\|129.67\|-4.93\|133.21\|134.00\|127.96\|56615;2026-05-20\|134.43\|3.67\|128.29\|136.31\|125.90\|58355;2026-05-21\|129.80\|-3.44\|133.89\|135.89\|128.88\|49363;2026-05-22\|127.89\|-1.47\|131.00\|134.80\|126.60\|55067;2026-05-25\|124.35\|-2.77\|126.61\|126.61\|117.61\|62265;2026-05-26\|120.71\|-1.58\|123.30\|124.80\|119.10\|41789;2026-05-27\|124.00\|2.73\|121.22\|126.48\|120.81\|46421;2026-05-28\|127.46\|2.79\|124.69\|128.80\|122.20\|49202;2026-05-29\|125.72\|-1.37\|127.78\|128.98\|123.23\|59305;2026-06-01\|122.69\|-2.41\|125.00\|130.65\|122.05\|43192;2026-06-02\|117.63\|-4.12\|122.60\|122.60\|115.73\|53927;2026-06-03\|116.66\|-0.82\|117.03\|119.43\|115.11\|44621;2026-06-04\|115.45\|-1.04\|115.65\|118.55\|113.02\|32211;2026-06-05\|112.19\|-2.82\|116.44\|118.44\|111.80\|57731;2026-06-08\|107.28\|-4.38\|109.24\|111.90\|106.18\|46326;2026-06-09\|107.35\|0.07\|109.00\|109.30\|105.94\|32776;2026-06-10\|104.43\|-2.72\|106.95\|107.20\|102.54\|46380;2026-06-11\|111.99\|7.24\|104.43\|113.90\|103.69\|70201;2026-06-12\|115.05\|2.73\|112.00\|119.60\|111.99\|63552;2026-06-15\|116.50\|1.26\|115.15\|117.29\|113.77\|46552;2026-06-16\|113.80\|-2.32\|116.54\|118.00\|112.00\|55832;2026-06-17\|113.63\|-0.15\|113.80\|114.40\|111.80\|34993;2026-06-18\|117.11\|3.06\|113.36\|118.00\|112.51\|47708;2026-06-22\|115.47\|-1.40\|116.24\|118.60\|111.84\|58359;2026-06-23\|110.99\|-3.88\|115.47\|118.27\|110.50\|40984;2026-06-24\|108.02\|-2.68\|109.89\|109.89\|101.80\|87031;2026-06-25\|109.35\|1.23\|110.36\|110.88\|106.00\|55895;2026-06-26\|106.09\|-2.98\|107.17\|108.65\|104.80\|40374;2026-06-29\|109.02\|2.76\|108.00\|110.99\|104.83\|49668;2026-06-30\|104.50\|-4.15\|108.12\|110.82\|103.85\|62171;2026-07-01\|107.73\|3.09\|105.12\|108.12\|101.55\|51536;2026-07-02\|100.41\|-6.79\|104.56\|106.87\|100.00\|67086;2026-07-03\|107.84\|7.40\|102.40\|110.50\|101.00\|63465;2026-07-06\|107.03\|-0.75\|108.00\|109.80\|104.68\|40739;2026-07-07\|106.23\|-0.75\|106.60\|109.34\|105.24\|41408;2026-07-08\|103.50\|-2.57\|106.05\|106.93\|103.10\|30631;2026-07-09\|108.60\|4.93\|103.91\|109.80\|102.86\|41339;2026-07-10\|105.92\|-2.47\|107.80\|109.58\|105.78\|38431;2026-07-13\|107.75\|1.73\|105.00\|108.63\|104.00\|46922;2026-07-14\|111.32\|3.31\|107.71\|114.36\|107.00\|54031;2026-07-15\|110.77\|-0.49\|109.18\|111.57\|105.00\|44648;2026-07-16\|113.80\|2.74\|109.11\|115.50\|108.18\|54742;2026-07-17\|110.60\|-2.81\|112.67\|114.86\|110.00\|46102;2026-07-20\|117.97\|6.66\|110.10\|120.61\|110.01\|75238;2026-07-21\|122.09\|3.49\|119.38\|124.96\|118.00\|67840;2026-07-22\|116.67\|-4.44\|118.89\|119.64\|112.10\|48962;2026-07-23\|117.00\|0.28\|116.16\|118.68\|114.32\|27758;2026-07-24\|114.26\|-2.34\|116.44\|120.28\|114.00\|34337
41568		人形机器人+特斯拉产业链+汽车零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年3月24日年报，公司已设立机器人执行器事业部，布局直线执行器、旋转执行器、灵巧手、传感器、躯体结构件、足部减震器及电子柔性皮肤等产品，单机价值约数万元，形成平台化产品矩阵。 2、据2026年6月24日互动易，公司2025年实现营业收入295.81亿元，主营汽车底盘、热管理、内饰等业务依托国内外优质车企定点订单持续贡献稳定营收；据2026年3月24日年报，公司智能门驱系统应用于AITO问界M9等车型，空悬、门驱等产品配套特斯拉、赛力斯、小米、理想等头部车企。 3、据2026年3月24日年报，公司拟投资50亿元在宁波建设机器人核心部件生产基地，项目规划用地300亩。	1、公司为特斯拉汽车提供轻量化底盘、热管理系统等零部件，是特斯拉人形机器人Optimus 电驱执行器等核心部件的供应商； 2、公司主营汽车零部件，主要产品包括汽车NVH减震系统、智能座舱部件、底盘系统、空气悬架、智能驾驶系统等，智能驾驶系统包括线控转向、线控刹车、电调管柱等	2026-03-17\|61.50\|-1.58\|63.20\|63.37\|61.30\|166607;2026-03-18\|61.60\|0.16\|61.40\|61.88\|60.55\|186449;2026-03-19\|59.56\|-3.31\|60.77\|60.77\|59.35\|198959;2026-03-20\|58.25\|-2.20\|60.15\|60.16\|58.03\|225946;2026-03-23\|57.05\|-2.06\|57.15\|59.05\|56.00\|280004;2026-03-24\|57.07\|0.04\|58.00\|58.12\|55.30\|264393;2026-03-25\|57.80\|1.28\|57.08\|58.38\|56.76\|347255;2026-03-26\|58.16\|0.62\|57.99\|59.96\|57.95\|365331;2026-03-27\|57.79\|-0.64\|57.12\|58.30\|56.90\|206488;2026-03-30\|57.40\|-0.67\|56.71\|57.67\|56.41\|173235;2026-03-31\|56.80\|-1.05\|57.49\|58.97\|56.80\|185230;2026-04-01\|58.68\|3.31\|57.97\|59.19\|57.90\|269166;2026-04-02\|58.66\|-0.03\|59.21\|60.40\|58.35\|305270;2026-04-03\|57.65\|-1.72\|59.20\|59.29\|57.33\|162578;2026-04-07\|56.27\|-2.39\|57.58\|57.65\|55.95\|202629;2026-04-08\|59.59\|5.90\|57.63\|59.59\|57.63\|345551;2026-04-09\|58.33\|-2.11\|58.74\|58.85\|57.76\|215999;2026-04-10\|60.40\|3.55\|59.09\|61.49\|58.80\|351390;2026-04-13\|59.49\|-1.51\|59.53\|60.28\|59.16\|215695;2026-04-14\|60.04\|0.92\|60.22\|60.72\|59.22\|275899;2026-04-15\|59.12\|-1.53\|60.67\|60.76\|58.74\|267660;2026-04-16\|61.16\|3.45\|61.00\|61.68\|60.37\|433252;2026-04-17\|60.97\|-0.31\|60.09\|61.07\|59.60\|277250;2026-04-20\|60.57\|-0.66\|61.41\|61.43\|60.00\|277121;2026-04-21\|59.77\|-1.32\|60.20\|61.18\|59.00\|315333;2026-04-22\|59.67\|-0.17\|59.17\|59.99\|59.01\|254673;2026-04-23\|57.97\|-2.85\|59.50\|59.50\|57.29\|384394;2026-04-24\|56.76\|-2.09\|57.60\|57.81\|56.00\|258758;2026-04-27\|58.81\|3.61\|56.70\|59.50\|56.56\|341477;2026-04-28\|56.67\|-3.64\|58.33\|58.50\|56.51\|255586;2026-04-29\|57.58\|1.61\|56.05\|57.87\|56.02\|184845;2026-04-30\|60.14\|4.45\|57.51\|60.88\|57.50\|500978;2026-05-06\|62.04\|3.16\|60.68\|62.87\|60.50\|436908;2026-05-07\|64.47\|3.92\|62.45\|64.64\|61.68\|496047;2026-05-08\|66.89\|3.75\|64.20\|68.83\|63.88\|721030;2026-05-11\|66.96\|0.10\|67.60\|67.93\|65.99\|486960;2026-05-12\|67.05\|0.13\|67.50\|68.36\|66.22\|385132;2026-05-13\|67.09\|0.06\|66.33\|67.29\|65.34\|369700;2026-05-14\|65.08\|-3.00\|67.55\|67.80\|65.03\|368949;2026-05-15\|69.93\|7.45\|65.08\|71.59\|64.70\|945204;2026-05-18\|71.42\|2.13\|70.00\|72.88\|69.49\|774581;2026-05-19\|71.21\|-0.29\|71.61\|72.12\|70.01\|458661;2026-05-20\|70.20\|-1.42\|70.26\|71.38\|68.68\|435493;2026-05-21\|72.61\|3.43\|70.80\|74.68\|69.91\|812278;2026-05-22\|72.05\|-0.10\|72.00\|72.57\|70.40\|521466;2026-05-25\|71.89\|-0.22\|73.00\|73.10\|71.20\|433600;2026-05-26\|71.09\|-1.11\|71.88\|74.85\|69.83\|590698;2026-05-27\|67.45\|-5.12\|69.30\|69.88\|67.09\|609495;2026-05-28\|65.82\|-2.42\|67.98\|68.20\|64.44\|472125;2026-05-29\|62.40\|-5.20\|65.81\|66.48\|62.00\|447259;2026-06-01\|61.18\|-1.96\|62.40\|63.45\|61.10\|316736;2026-06-02\|62.96\|2.91\|62.50\|64.19\|61.60\|407208;2026-06-03\|62.63\|-0.52\|62.96\|65.11\|62.00\|400750;2026-06-04\|67.60\|7.94\|62.00\|68.74\|61.90\|694778;2026-06-05\|68.00\|0.59\|67.02\|70.37\|64.41\|759517;2026-06-08\|68.10\|0.15\|64.96\|70.00\|64.96\|667117;2026-06-09\|67.75\|-0.51\|68.70\|68.70\|65.80\|488047;2026-06-10\|63.21\|-6.70\|66.48\|67.38\|62.85\|459080;2026-06-11\|61.38\|-2.90\|62.11\|63.35\|60.95\|366751;2026-06-12\|60.62\|-1.24\|62.30\|63.29\|60.18\|402932;2026-06-15\|61.70\|1.78\|60.88\|61.70\|60.26\|294870;2026-06-16\|60.73\|-1.57\|61.50\|61.87\|60.22\|356422;2026-06-17\|60.11\|-1.02\|60.77\|61.70\|59.90\|334720;2026-06-18\|62.30\|3.64\|59.84\|62.86\|59.84\|438987;2026-06-22\|60.19\|-3.39\|61.78\|61.88\|58.11\|510234;2026-06-23\|58.02\|-3.61\|59.50\|60.28\|58.00\|334098;2026-06-24\|58.20\|0.31\|58.51\|59.65\|57.00\|312756;2026-06-25\|56.31\|-3.25\|57.80\|59.28\|56.00\|488950;2026-06-26\|52.75\|-6.32\|56.10\|56.10\|52.72\|433080;2026-06-29\|52.35\|-0.76\|52.45\|53.27\|51.16\|381232;2026-06-30\|56.42\|7.77\|53.08\|57.10\|52.35\|650114;2026-07-01\|56.98\|0.99\|56.42\|57.88\|55.88\|486903;2026-07-02\|56.75\|-0.40\|57.70\|59.80\|56.66\|635095;2026-07-03\|62.43\|10.01\|56.30\|62.43\|56.30\|864243;2026-07-06\|60.57\|-2.98\|62.92\|63.97\|60.10\|814601;2026-07-07\|60.52\|-0.08\|60.76\|63.98\|59.66\|616204;2026-07-08\|54.73\|-9.57\|60.00\|60.23\|54.72\|598120;2026-07-09\|55.83\|2.01\|55.00\|55.99\|53.83\|389454;2026-07-10\|57.36\|2.74\|56.00\|59.15\|55.78\|531054;2026-07-13\|53.95\|-5.94\|56.02\|56.27\|53.71\|365155;2026-07-14\|54.36\|0.76\|53.95\|54.40\|52.35\|275109;2026-07-15\|54.50\|0.26\|54.50\|55.59\|52.57\|305816;2026-07-16\|54.47\|-0.06\|53.55\|55.72\|53.22\|282261;2026-07-17\|50.67\|-6.98\|54.90\|54.93\|50.25\|386703;2026-07-20\|48.52\|-4.24\|50.67\|51.39\|47.10\|369562;2026-07-21\|50.36\|3.79\|48.83\|50.36\|47.98\|316346;2026-07-22\|49.49\|-1.73\|49.66\|50.15\|48.65\|256854;2026-07-23\|48.17\|-2.67\|47.73\|48.31\|46.00\|362095;2026-07-24\|45.62\|-5.29\|45.90\|46.93\|45.37\|269630
41567		人形机器人+特斯拉概念+汽车热管理行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、公司被视为特斯拉的核心供应商之一。据公司2025年4月16日投资者关系活动记录表，公司作为仿生机器人零部件供应商，持续配合客户推进重点产品研发、试制、迭代及送样，并加大对机电执行器关键零部件的开发力度。未来，公司将随着行业发展积极扩大机电执行器海外生产、扩充研发团队，巩固新兴业务的先发优势。 2、据2026年3月24日年报及5月20日互动易，公司机电执行器已配合客户送样并推进墨西哥、越南、波兰、泰国海外产能建设，抢占先发优势。 3、据2026年4月30日投资者关系活动记录表，公司汽车热管理集成模块营收占比持续提升，液冷业务在数据中心、储能场景保持高增长。	公司人形机器人方面聚焦执行器并拓展总成业务，较早与全球头部人形机器人厂商保持技术交流	2026-03-17\|45.89\|-1.67\|47.00\|47.40\|45.87\|602055;2026-03-18\|46.41\|1.13\|45.99\|46.46\|45.60\|518478;2026-03-19\|44.98\|-3.08\|45.60\|45.70\|44.69\|728156;2026-03-20\|44.23\|-1.67\|45.44\|45.45\|44.20\|576537;2026-03-23\|43.00\|-2.78\|43.80\|44.95\|42.72\|979048;2026-03-24\|42.57\|-1.00\|43.55\|43.68\|41.14\|959207;2026-03-25\|43.49\|2.16\|42.87\|43.94\|42.70\|834380;2026-03-26\|43.87\|0.87\|44.00\|44.97\|43.66\|1064730;2026-03-27\|43.35\|-1.19\|43.00\|43.75\|42.70\|675599;2026-03-30\|43.03\|-0.74\|42.63\|43.25\|42.38\|537123;2026-03-31\|42.53\|-1.16\|43.06\|43.76\|42.46\|584810;2026-04-01\|43.59\|2.49\|43.34\|44.00\|43.05\|779858;2026-04-02\|42.81\|-1.79\|43.30\|43.83\|42.69\|579386;2026-04-03\|41.90\|-2.13\|43.00\|43.42\|41.88\|456837;2026-04-07\|41.77\|-0.31\|41.90\|42.25\|41.40\|399293;2026-04-08\|44.28\|6.01\|43.00\|44.30\|43.00\|1017518;2026-04-09\|43.78\|-1.13\|43.67\|44.16\|43.20\|643807;2026-04-10\|44.87\|2.49\|44.21\|45.85\|44.20\|1043670;2026-04-13\|44.45\|-0.94\|44.20\|44.74\|44.01\|605136;2026-04-14\|45.54\|2.45\|44.80\|45.80\|44.56\|902246;2026-04-15\|45.11\|-0.94\|46.18\|46.48\|44.82\|923334;2026-04-16\|45.78\|1.49\|46.50\|46.66\|45.41\|924923;2026-04-17\|45.54\|-0.52\|45.40\|45.93\|45.03\|718523;2026-04-20\|45.94\|0.88\|45.80\|46.45\|45.30\|820082;2026-04-21\|46.11\|0.37\|45.90\|46.87\|45.20\|898007;2026-04-22\|46.09\|-0.04\|45.80\|46.16\|45.48\|799533;2026-04-23\|45.16\|-2.02\|46.09\|46.10\|44.44\|1142349;2026-04-24\|44.94\|-0.49\|44.83\|45.30\|44.31\|699287;2026-04-27\|45.91\|2.16\|44.87\|46.23\|44.60\|965683;2026-04-28\|44.16\|-3.81\|45.86\|45.86\|44.11\|876432;2026-04-29\|44.82\|1.49\|43.90\|45.08\|43.78\|684563;2026-04-30\|46.92\|4.69\|44.69\|47.37\|44.58\|1644680;2026-05-06\|48.16\|2.64\|46.92\|48.60\|46.60\|1590112;2026-05-07\|50.32\|4.49\|48.17\|50.40\|47.88\|1957613;2026-05-08\|51.69\|2.72\|50.00\|53.88\|49.71\|2735314;2026-05-11\|51.21\|-0.93\|51.74\|51.89\|50.93\|1805483;2026-05-12\|50.92\|-0.57\|51.45\|52.10\|50.45\|1325642;2026-05-13\|51.50\|1.14\|50.40\|51.67\|49.60\|1437170;2026-05-14\|49.43\|-4.02\|51.70\|52.06\|49.38\|1523612;2026-05-15\|52.06\|5.32\|49.28\|53.77\|49.25\|2886054;2026-05-18\|52.92\|1.65\|52.00\|53.83\|51.30\|2198828;2026-05-19\|52.33\|-1.11\|53.00\|53.80\|51.82\|1465682;2026-05-20\|50.55\|-3.40\|51.70\|51.72\|50.22\|1570084;2026-05-21\|52.83\|4.51\|51.09\|54.48\|50.70\|3075762;2026-05-22\|54.05\|2.31\|52.51\|54.15\|51.70\|2324288;2026-05-25\|53.91\|-0.26\|54.40\|54.98\|53.35\|2034777;2026-05-26\|54.44\|0.98\|53.95\|56.00\|53.17\|2539357;2026-05-27\|51.02\|-6.28\|53.03\|53.48\|50.90\|2188466;2026-05-28\|48.61\|-4.72\|50.70\|50.80\|47.28\|2168339;2026-05-29\|46.34\|-4.67\|48.47\|49.29\|45.73\|1636326;2026-06-01\|44.57\|-3.82\|46.34\|47.00\|44.54\|1411432;2026-06-02\|45.17\|1.35\|45.22\|45.88\|44.50\|1138317;2026-06-03\|45.08\|-0.20\|44.54\|46.50\|44.24\|1202122;2026-06-04\|47.01\|4.28\|44.60\|48.00\|44.48\|1670493;2026-06-05\|47.51\|1.06\|46.61\|49.36\|45.17\|2016418;2026-06-08\|47.38\|-0.27\|45.50\|48.63\|45.50\|1599774;2026-06-09\|47.49\|0.23\|47.37\|47.85\|45.70\|1351384;2026-06-10\|45.36\|-4.49\|46.98\|47.31\|45.18\|1113483;2026-06-11\|45.69\|0.73\|44.50\|46.17\|43.50\|1047378;2026-06-12\|44.81\|-1.93\|46.15\|47.30\|44.81\|1237364;2026-06-15\|45.75\|2.10\|45.31\|45.81\|44.73\|772223;2026-06-16\|45.12\|-1.38\|45.76\|45.94\|44.90\|960811;2026-06-17\|44.60\|-1.15\|44.70\|45.15\|44.11\|930615;2026-06-18\|45.74\|2.56\|44.30\|46.23\|44.18\|1248589;2026-06-22\|45.23\|-1.11\|45.68\|46.00\|43.68\|1288798;2026-06-23\|43.19\|-4.51\|44.80\|44.98\|42.85\|1063572;2026-06-24\|43.90\|1.64\|43.18\|44.56\|42.70\|880203;2026-06-25\|43.94\|0.09\|43.80\|45.67\|43.58\|1136107;2026-06-26\|41.50\|-5.55\|43.68\|43.68\|41.50\|1099027;2026-06-29\|41.27\|-0.55\|41.48\|42.10\|40.35\|912018;2026-06-30\|43.83\|6.20\|42.01\|44.29\|41.69\|1304645;2026-07-01\|44.21\|0.87\|43.83\|45.40\|43.33\|1253678;2026-07-02\|44.92\|1.61\|44.78\|46.50\|43.88\|1799867;2026-07-03\|48.99\|9.06\|44.00\|49.41\|43.99\|3215301;2026-07-06\|46.15\|-5.80\|47.74\|48.36\|46.00\|2192330;2026-07-07\|45.51\|-1.39\|46.17\|47.48\|45.16\|1401090;2026-07-08\|42.01\|-7.69\|44.88\|45.13\|42.00\|1425036;2026-07-09\|42.85\|2.00\|41.70\|43.00\|41.39\|932733;2026-07-10\|43.20\|0.82\|43.00\|44.69\|42.85\|1120096;2026-07-13\|41.60\|-3.70\|42.44\|42.91\|41.53\|729860;2026-07-14\|41.94\|0.82\|41.60\|41.94\|40.40\|669696;2026-07-15\|41.50\|-0.38\|42.09\|42.25\|41.00\|530162;2026-07-16\|41.83\|0.80\|41.00\|42.81\|40.70\|639451;2026-07-17\|39.75\|-4.97\|41.70\|41.99\|38.48\|973730;2026-07-20\|36.12\|-9.13\|39.50\|39.88\|35.78\|1199713;2026-07-21\|38.10\|5.48\|36.77\|38.16\|36.19\|1004961;2026-07-22\|38.36\|0.68\|37.71\|38.40\|37.04\|761615;2026-07-23\|37.19\|-3.05\|37.00\|37.44\|36.50\|721351;2026-07-24\|35.05\|-5.75\|35.95\|36.20\|35.03\|753893
41566		涨停揭秘：科捷智能全场景智慧物流装备龙头，机器人软硬一体化逻辑强化；涨停缘由：公司自主研发龙门机器人、堆垛机、多层穿梭车等核心装备；软硬件一体化方案已覆盖电商、新能源、医药等多行业；2026Q1订单同比高增；资金逻辑：科创50指数成分股中机器人权重标的，近期获产业资本调研频次提升，主力成交额占比达7.2%，筹码向中长期资金集中；风险提示：公司2025年净利润仍为负，经营性现金流承压，项目验收周期长导致业绩确认波动大	公司自主研发龙门机器人、堆垛机、多层穿梭车等核心装备，形成仓储、分拣、搬运全场景软硬件一体化产品矩阵	2026-03-17\|22.40\|-2.90\|22.87\|23.39\|22.38\|13239;2026-03-18\|22.71\|1.38\|22.40\|22.94\|22.18\|18685;2026-03-19\|22.12\|-2.60\|22.50\|22.69\|21.92\|14484;2026-03-20\|21.36\|-3.44\|22.23\|22.56\|21.22\|16746;2026-03-23\|19.79\|-7.35\|21.31\|21.31\|19.38\|41355;2026-03-24\|20.79\|5.05\|20.56\|20.84\|19.92\|20789;2026-03-25\|21.08\|1.39\|20.89\|21.47\|20.81\|15069;2026-03-26\|21.54\|2.18\|21.18\|22.52\|20.94\|29299;2026-03-27\|24.15\|12.12\|21.28\|24.68\|21.07\|53417;2026-03-30\|23.99\|-0.66\|23.94\|24.22\|22.83\|45819;2026-03-31\|27.17\|13.26\|24.24\|27.78\|24.24\|86147;2026-04-01\|27.49\|1.18\|27.11\|28.38\|26.63\|76510;2026-04-02\|27.27\|-0.80\|27.49\|28.85\|26.80\|69692;2026-04-03\|26.70\|-2.09\|27.40\|27.52\|25.40\|55682;2026-04-07\|26.08\|-2.32\|26.43\|26.86\|25.80\|38894;2026-04-08\|28.84\|10.58\|26.59\|28.90\|26.54\|62103;2026-04-09\|28.88\|0.14\|28.28\|29.30\|28.20\|43545;2026-04-10\|29.33\|1.56\|29.29\|29.87\|28.16\|58792;2026-04-13\|28.42\|-3.10\|28.72\|29.00\|27.81\|41940;2026-04-14\|28.97\|1.94\|28.03\|28.97\|28.03\|35224;2026-04-15\|28.16\|-2.80\|28.92\|28.93\|28.10\|26805;2026-04-16\|29.10\|3.34\|28.17\|29.19\|27.78\|28793;2026-04-17\|29.55\|1.55\|29.50\|29.94\|28.95\|47373;2026-04-20\|29.85\|1.02\|29.60\|30.88\|29.19\|37300;2026-04-21\|28.35\|-5.03\|29.72\|30.60\|28.28\|48885;2026-04-22\|23.70\|-16.40\|28.35\|28.77\|23.46\|131148;2026-04-23\|23.10\|-2.53\|23.60\|23.75\|22.01\|88007;2026-04-24\|22.66\|-1.90\|23.07\|23.29\|22.46\|48605;2026-04-27\|21.37\|-5.69\|22.00\|22.25\|21.00\|66044;2026-04-28\|21.02\|-1.64\|21.39\|21.49\|20.80\|41740;2026-04-29\|20.77\|-1.19\|21.08\|21.09\|20.66\|41436;2026-04-30\|21.00\|1.11\|20.78\|21.12\|20.51\|42445;2026-05-06\|20.65\|-1.67\|20.96\|21.20\|20.55\|38770;2026-05-07\|20.79\|0.68\|20.77\|21.02\|20.65\|34889;2026-05-08\|20.68\|-0.53\|20.78\|21.05\|20.57\|34634;2026-05-11\|20.69\|0.05\|20.69\|20.96\|20.55\|34631;2026-05-12\|20.53\|-0.77\|20.71\|21.01\|20.31\|32681;2026-05-13\|21.48\|4.63\|20.44\|21.69\|19.88\|73426;2026-05-14\|20.80\|-3.17\|21.38\|21.38\|20.77\|42759;2026-05-15\|20.70\|-0.48\|20.92\|21.39\|20.52\|37048;2026-05-18\|22.16\|7.05\|20.85\|23.42\|20.00\|85916;2026-05-19\|22.20\|0.18\|21.99\|22.73\|21.52\|58608;2026-05-20\|22.05\|-0.68\|21.98\|22.56\|21.40\|46623;2026-05-21\|20.88\|-5.31\|22.43\|22.78\|20.71\|56029;2026-05-22\|21.16\|1.34\|20.89\|21.47\|20.89\|32703;2026-05-25\|23.11\|9.22\|21.66\|23.88\|21.55\|78584;2026-05-26\|23.61\|2.16\|23.12\|23.80\|22.37\|52350;2026-05-27\|21.93\|-7.12\|23.65\|23.70\|21.82\|47292;2026-05-28\|22.23\|1.37\|21.72\|22.28\|21.05\|32310;2026-05-29\|20.50\|-7.78\|22.23\|22.43\|20.33\|38297;2026-06-01\|20.88\|1.85\|20.50\|21.37\|20.22\|24763;2026-06-02\|19.65\|-5.89\|20.88\|21.22\|19.42\|40106;2026-06-03\|19.70\|0.25\|19.61\|20.25\|19.50\|31712;2026-06-04\|19.09\|-3.10\|19.80\|19.85\|18.90\|27735;2026-06-05\|19.98\|4.66\|19.13\|20.17\|18.75\|30664;2026-06-08\|19.79\|-0.95\|19.70\|20.50\|19.09\|26997;2026-06-09\|19.61\|-0.91\|19.99\|20.30\|19.19\|24410;2026-06-10\|18.58\|-5.25\|19.30\|19.95\|18.32\|36466;2026-06-11\|18.56\|-0.11\|18.35\|18.72\|17.91\|24515;2026-06-12\|18.62\|0.32\|18.56\|19.27\|18.47\|18120;2026-06-15\|18.51\|-0.59\|18.98\|18.98\|18.20\|22302;2026-06-16\|18.95\|2.38\|18.56\|19.17\|18.30\|25040;2026-06-17\|19.12\|0.90\|18.95\|19.18\|18.62\|13838;2026-06-18\|19.84\|3.77\|19.22\|20.00\|18.58\|30568;2026-06-22\|20.12\|1.41\|20.09\|20.50\|19.25\|32212;2026-06-23\|20.90\|3.88\|20.15\|21.26\|19.88\|36545;2026-06-24\|21.05\|0.72\|20.88\|21.49\|19.89\|38810;2026-06-25\|19.81\|-5.89\|20.93\|21.42\|19.63\|37651;2026-06-26\|18.90\|-4.59\|19.60\|19.81\|18.68\|29778;2026-06-29\|18.42\|-2.54\|18.90\|19.19\|17.35\|35326;2026-06-30\|18.66\|1.30\|18.27\|18.90\|18.19\|14692;2026-07-01\|18.89\|1.23\|18.51\|19.19\|18.32\|20406;2026-07-02\|19.25\|1.91\|19.10\|20.44\|18.60\|30534;2026-07-03\|18.90\|-1.82\|19.08\|19.75\|18.71\|25931;2026-07-06\|17.68\|-6.46\|18.92\|19.00\|17.56\|26883;2026-07-07\|16.95\|-4.13\|17.70\|17.99\|16.81\|22883;2026-07-08\|16.51\|-2.60\|17.00\|17.20\|16.20\|17865;2026-07-09\|16.43\|-0.48\|16.31\|16.60\|15.73\|14909;2026-07-10\|17.05\|3.77\|16.85\|17.33\|16.47\|22397;2026-07-13\|16.02\|-6.04\|16.97\|16.98\|15.94\|15784;2026-07-14\|16.17\|0.94\|16.16\|16.28\|15.50\|14042;2026-07-15\|16.35\|1.11\|16.17\|16.46\|15.85\|11097;2026-07-16\|15.83\|-3.18\|16.40\|16.41\|15.76\|12496;2026-07-17\|14.75\|-6.82\|15.86\|15.93\|14.54\|18404;2026-07-20\|13.00\|-11.86\|14.76\|15.18\|12.80\|48360;2026-07-21\|13.33\|2.54\|13.07\|13.38\|11.97\|32978;2026-07-22\|13.31\|-0.15\|13.52\|13.73\|13.14\|21064;2026-07-23\|13.77\|3.46\|13.30\|13.90\|13.30\|16299;2026-07-24\|13.35\|-3.05\|13.65\|13.75\|13.25\|13764
41565		涨停揭秘：瀚川智能商用车换电机器人批量交付落地，设备商率先兑现业绩；涨停缘由：公司商用车换电机器人已获多家主机厂定点并进入批量交付阶段；电池包装配线、电驱装配线同步放量；2026Q1新签订单同比增长42%；资金逻辑：主力资金连续3日净流入，换手率升至近半年高位，技术面站上60日均线，量价配合良好；风险提示：换电模式推广受政策与基建进度制约，单一客户依赖度较高，存在订单可持续性风险	公司已完成商用车换电机器人的研发工作，目前已实现大批量交付使用	2026-03-17\|15.31\|-2.55\|15.90\|16.34\|15.29\|40726;2026-03-18\|15.73\|2.74\|15.30\|15.74\|15.27\|32318;2026-03-19\|15.13\|-3.81\|15.58\|15.58\|15.02\|35922;2026-03-20\|14.64\|-3.24\|15.19\|15.37\|14.64\|39111;2026-03-23\|13.58\|-7.24\|14.43\|14.50\|13.45\|55809;2026-03-24\|14.28\|5.15\|13.97\|14.28\|13.63\|52436;2026-03-25\|14.31\|0.21\|14.40\|14.49\|14.19\|40037;2026-03-26\|14.11\|-1.40\|14.31\|14.45\|13.98\|31036;2026-03-27\|14.34\|1.63\|13.93\|14.35\|13.84\|27792;2026-03-30\|14.16\|-1.26\|13.92\|14.24\|13.91\|37176;2026-03-31\|14.07\|-0.64\|14.22\|14.44\|13.96\|35463;2026-04-01\|14.38\|2.20\|14.33\|14.45\|14.17\|29426;2026-04-02\|14.06\|-2.23\|14.27\|14.38\|13.95\|24709;2026-04-03\|13.81\|-1.78\|14.00\|14.11\|13.72\|21992;2026-04-07\|14.35\|3.91\|13.86\|14.48\|13.81\|34233;2026-04-08\|15.88\|10.66\|14.70\|16.00\|14.58\|78544;2026-04-09\|15.60\|-1.76\|15.71\|15.87\|15.51\|54559;2026-04-10\|16.76\|7.44\|16.11\|17.05\|15.80\|101787;2026-04-13\|16.75\|-0.06\|16.59\|16.97\|16.33\|62551;2026-04-14\|17.00\|1.49\|17.02\|17.14\|16.46\|63803;2026-04-15\|16.93\|-0.41\|17.18\|17.35\|16.81\|50962;2026-04-16\|16.87\|-0.35\|16.91\|17.09\|16.83\|32531;2026-04-17\|16.92\|0.30\|16.80\|17.13\|16.80\|34449;2026-04-20\|16.72\|-1.18\|16.80\|16.97\|16.60\|42729;2026-04-21\|16.17\|-3.29\|16.69\|16.70\|16.07\|44271;2026-04-22\|16.27\|0.62\|16.15\|16.49\|16.08\|46296;2026-04-23\|16.19\|-0.49\|16.30\|16.44\|15.91\|39308;2026-04-24\|16.61\|2.59\|16.28\|16.74\|15.88\|51346;2026-04-27\|16.74\|0.78\|15.47\|16.84\|15.27\|81115;2026-04-28\|16.42\|-1.91\|16.41\|17.00\|16.00\|52726;2026-04-29\|16.35\|-0.43\|16.00\|16.54\|16.00\|42306;2026-05-06\|13.08\|-20.00\|13.08\|13.08\|13.08\|11515;2026-05-07\|10.47\|-19.95\|10.46\|10.49\|10.46\|258011;2026-05-08\|10.62\|1.43\|10.50\|10.77\|10.30\|227688;2026-05-11\|10.48\|-1.32\|10.76\|10.79\|10.41\|125515;2026-05-12\|9.97\|-4.87\|10.43\|10.50\|9.93\|125548;2026-05-13\|10.27\|3.01\|9.93\|10.27\|9.86\|67937;2026-05-14\|9.89\|-3.70\|10.26\|10.26\|9.89\|55866;2026-05-15\|9.96\|0.71\|9.96\|10.07\|9.91\|39430;2026-05-18\|10.37\|4.12\|9.91\|10.53\|9.89\|68245;2026-05-19\|10.42\|0.48\|10.37\|10.42\|10.15\|39265;2026-05-20\|10.25\|-1.63\|10.35\|10.49\|10.22\|33520;2026-05-21\|9.84\|-4.00\|10.21\|10.32\|9.75\|58238;2026-05-22\|9.81\|-0.30\|9.89\|9.92\|9.70\|27617;2026-05-25\|9.18\|-6.42\|9.85\|9.90\|9.04\|67404;2026-05-26\|8.95\|-2.51\|9.16\|9.16\|8.84\|37298;2026-05-27\|8.95\|0.00\|9.18\|9.33\|8.95\|31837;2026-05-28\|9.38\|4.80\|9.00\|9.44\|8.91\|34739;2026-05-29\|9.30\|-0.85\|9.42\|9.59\|9.24\|34646;2026-06-01\|9.53\|2.47\|9.25\|9.53\|9.19\|33373;2026-06-02\|9.32\|-2.20\|9.49\|9.55\|9.26\|30817;2026-06-03\|9.08\|-2.58\|9.33\|9.44\|9.03\|32985;2026-06-04\|8.69\|-4.30\|9.00\|9.07\|8.60\|44040;2026-06-05\|8.94\|2.88\|8.68\|9.10\|8.68\|32040;2026-06-08\|8.77\|-1.90\|8.82\|9.21\|8.71\|38363;2026-06-09\|8.66\|-1.25\|8.84\|8.95\|8.63\|26423;2026-06-10\|8.30\|-4.16\|8.65\|8.65\|8.18\|37930;2026-06-11\|8.07\|-2.77\|8.32\|8.38\|8.04\|28900;2026-06-12\|8.06\|-0.12\|8.15\|8.23\|8.03\|30597;2026-06-15\|8.08\|0.25\|8.07\|8.28\|8.03\|30840;2026-06-16\|8.36\|3.47\|8.14\|8.47\|7.83\|60103;2026-06-17\|7.99\|-4.43\|8.27\|8.36\|7.95\|49097;2026-06-18\|7.88\|-1.38\|7.96\|8.14\|7.82\|33860;2026-06-22\|7.94\|0.76\|7.85\|7.98\|7.50\|43334;2026-06-23\|8.32\|4.79\|7.91\|8.40\|7.91\|51997;2026-06-24\|7.99\|-3.97\|8.30\|8.41\|7.88\|68564;2026-06-25\|7.98\|-0.13\|8.02\|8.29\|7.90\|47518;2026-06-26\|8.17\|2.38\|7.99\|8.34\|7.85\|43175;2026-06-29\|7.95\|-2.69\|8.10\|8.14\|7.81\|39785;2026-06-30\|8.07\|1.51\|7.94\|8.20\|7.87\|38900;2026-07-01\|8.37\|3.72\|7.91\|8.44\|7.89\|53875;2026-07-02\|8.29\|-0.96\|8.26\|8.59\|8.25\|40613;2026-07-03\|8.49\|2.41\|8.30\|8.55\|8.30\|33400;2026-07-06\|8.29\|-2.36\|8.41\|8.66\|8.25\|36768;2026-07-07\|7.88\|-4.95\|8.26\|8.27\|7.83\|35647;2026-07-08\|7.80\|-1.02\|7.89\|7.92\|7.70\|28772;2026-07-09\|7.90\|1.28\|7.80\|7.97\|7.72\|25302;2026-07-10\|8.06\|2.03\|7.89\|8.21\|7.77\|27628;2026-07-13\|7.65\|-5.09\|8.02\|8.09\|7.61\|28531;2026-07-14\|7.96\|4.05\|7.63\|8.00\|7.63\|34453;2026-07-15\|7.86\|-1.26\|7.91\|8.05\|7.80\|20091;2026-07-16\|7.90\|0.51\|7.86\|8.07\|7.79\|16347;2026-07-17\|7.51\|-4.94\|7.90\|7.96\|7.50\|32658;2026-07-20\|7.13\|-5.06\|7.51\|7.59\|7.05\|34816;2026-07-21\|7.09\|-0.56\|7.14\|7.16\|6.70\|31206;2026-07-22\|6.96\|-1.83\|7.11\|7.21\|6.90\|22376;2026-07-23\|7.27\|4.45\|7.01\|7.29\|7.01\|28599;2026-07-24\|7.16\|-1.51\|7.17\|7.32\|7.06\|19519
41564		光通信+碳纤维+一季报营收增长行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年4月10日公告，公司拟出资1.5亿元占股53.57%与安徽国控壹号等共同设立安徽光速同创科技有限公司，合资公司将聚焦高速光通信领域，新建智能化产线，专业开展高速硅光模块的规模化生产，打造现代化光模块制造基地。 2、据2025年年度报告，公司以碳纤维复合材料为核心技术平台，在笔记本电脑领域规模化应用持续深化，并积极布局折叠屏手机及AR/VR等可穿戴设备的轻量化解决方案，致力于提供行业领先的一体化轻量化方案。 3、据2026年4月25日公告，公司2026年一季度实现营业收入4.33亿元，同比增长24.67%。	1、公司与中科慧灵、迪洛斯签署合作框架协议，围绕人形机器人结构件与外观件轻量化新材料开展联合研发，直接绑定下一代机器人量产； 2、公司碳纤维材料凭借其轻量化、高强度、高模量及优异的抗疲劳性，在航空航天等高端制造领域应用广泛	2026-03-17\|55.97\|-5.28\|59.36\|59.48\|55.90\|26412;2026-03-18\|57.75\|3.18\|56.45\|57.99\|55.20\|17259;2026-03-19\|55.42\|-4.03\|56.50\|57.60\|55.08\|12862;2026-03-20\|53.61\|-3.27\|55.96\|56.18\|53.20\|17478;2026-03-23\|48.47\|-9.59\|52.14\|52.52\|47.65\|30581;2026-03-24\|49.91\|2.97\|49.72\|50.49\|48.39\|17645;2026-03-25\|51.68\|3.55\|50.50\|52.50\|50.49\|21584;2026-03-26\|50.07\|-3.12\|51.69\|52.75\|49.50\|12277;2026-03-27\|50.75\|1.36\|48.97\|51.17\|48.97\|12751;2026-03-30\|50.92\|0.34\|50.65\|51.21\|49.83\|9542;2026-03-31\|49.98\|-1.85\|50.87\|51.48\|49.77\|8647;2026-04-01\|51.78\|3.60\|50.86\|52.00\|50.81\|12709;2026-04-02\|51.02\|-1.47\|51.60\|51.88\|50.52\|11603;2026-04-03\|50.91\|-0.22\|51.50\|51.62\|50.55\|7846;2026-04-07\|53.46\|5.01\|50.93\|55.76\|50.93\|26047;2026-04-08\|59.76\|11.78\|54.76\|59.87\|54.27\|38073;2026-04-09\|63.30\|5.92\|59.36\|64.18\|58.42\|53586;2026-04-10\|64.76\|2.31\|65.64\|66.54\|63.62\|42527;2026-04-13\|61.05\|-5.73\|61.53\|64.43\|60.70\|42082;2026-04-14\|62.29\|2.03\|61.70\|64.50\|60.50\|35769;2026-04-15\|61.23\|-1.70\|63.27\|63.58\|60.96\|24295;2026-04-16\|61.79\|0.91\|61.70\|62.29\|60.64\|19348;2026-04-17\|64.39\|4.21\|62.00\|65.48\|60.70\|38850;2026-04-20\|66.95\|3.98\|63.88\|68.00\|62.90\|59407;2026-04-21\|62.20\|-7.09\|64.81\|65.49\|61.16\|51311;2026-04-22\|65.53\|5.35\|61.86\|66.11\|61.26\|39540;2026-04-23\|62.48\|-4.65\|65.19\|65.60\|61.81\|28993;2026-04-24\|60.91\|-2.51\|62.40\|62.98\|60.00\|23878;2026-04-27\|60.95\|0.07\|59.98\|61.86\|59.93\|30586;2026-04-28\|63.14\|3.59\|60.03\|64.55\|59.52\|36474;2026-04-29\|66.75\|5.72\|62.32\|70.69\|62.32\|59112;2026-04-30\|68.34\|2.38\|66.82\|69.99\|65.80\|40939;2026-05-06\|67.91\|-0.63\|68.41\|69.18\|66.82\|35005;2026-05-07\|73.43\|8.13\|68.00\|74.74\|67.54\|45887;2026-05-08\|83.68\|13.96\|75.01\|85.00\|72.50\|96070;2026-05-11\|84.18\|0.60\|83.91\|85.56\|81.49\|72656;2026-05-12\|87.46\|3.90\|83.65\|91.90\|83.36\|78223;2026-05-13\|86.11\|-1.54\|86.88\|91.92\|85.20\|66370;2026-05-14\|90.15\|4.69\|85.30\|94.90\|83.18\|61434;2026-05-15\|94.78\|5.14\|91.80\|96.88\|89.88\|61817;2026-05-18\|92.10\|-2.83\|93.91\|97.89\|87.44\|52962;2026-05-19\|102.50\|11.29\|92.00\|102.50\|91.06\|69629;2026-05-20\|111.20\|8.49\|100.17\|111.73\|99.05\|68490;2026-05-21\|113.99\|2.51\|109.00\|121.49\|109.00\|75573;2026-05-22\|116.89\|2.54\|116.00\|119.40\|110.50\|47886;2026-05-25\|118.98\|1.79\|118.09\|121.48\|113.00\|40986;2026-05-26\|110.00\|-7.55\|118.84\|119.10\|108.98\|56676;2026-05-27\|102.38\|-6.93\|108.93\|113.00\|100.04\|63288;2026-05-28\|100.34\|-1.99\|101.92\|103.00\|97.00\|54437;2026-05-29\|93.30\|-7.02\|100.24\|101.52\|91.47\|43912;2026-06-01\|91.35\|-2.09\|96.00\|100.34\|90.00\|46269;2026-06-02\|91.64\|0.32\|90.79\|93.18\|88.23\|34580;2026-06-03\|93.97\|2.54\|92.56\|99.79\|90.45\|52169;2026-06-04\|92.80\|-1.25\|91.48\|94.24\|90.50\|29118;2026-06-05\|97.06\|4.59\|91.88\|100.85\|88.00\|50951;2026-06-08\|97.92\|0.89\|93.00\|101.28\|90.18\|51410;2026-06-09\|102.68\|4.86\|100.56\|105.88\|98.74\|48163;2026-06-10\|103.44\|0.74\|101.98\|104.58\|96.05\|45317;2026-06-11\|105.56\|2.05\|104.50\|113.85\|103.30\|71356;2026-06-12\|97.46\|-7.67\|105.84\|108.99\|95.01\|64091;2026-06-15\|116.95\|20.00\|100.01\|116.95\|99.99\|76335;2026-06-16\|109.80\|-6.11\|119.08\|121.99\|108.00\|83220;2026-06-17\|108.51\|-1.17\|107.82\|119.68\|107.61\|60638;2026-06-18\|106.97\|-1.42\|107.85\|109.89\|104.54\|45466;2026-06-22\|103.47\|-3.27\|107.51\|108.01\|97.66\|62117;2026-06-23\|97.23\|-6.03\|106.38\|106.48\|96.51\|46949;2026-06-24\|101.41\|4.30\|96.33\|103.50\|92.53\|43856;2026-06-25\|107.00\|5.51\|103.00\|109.80\|99.06\|50808;2026-06-26\|91.43\|-14.55\|107.00\|107.00\|89.51\|64320;2026-06-29\|89.58\|-2.02\|92.51\|92.93\|82.00\|56630;2026-06-30\|92.42\|3.17\|92.59\|97.14\|90.03\|38225;2026-07-01\|90.11\|-2.50\|94.47\|97.29\|88.88\|37625;2026-07-02\|85.35\|-5.28\|88.75\|91.80\|84.81\|29747;2026-07-03\|82.67\|-3.14\|85.69\|87.35\|82.42\|24946;2026-07-06\|79.20\|-4.20\|82.64\|84.40\|76.61\|26111;2026-07-07\|75.27\|-4.96\|79.98\|80.53\|73.00\|27343;2026-07-08\|73.90\|-1.82\|76.02\|78.00\|72.11\|23637;2026-07-09\|76.44\|3.44\|75.23\|76.98\|70.53\|25955;2026-07-10\|73.88\|-3.35\|76.97\|79.00\|73.88\|24309;2026-07-13\|67.48\|-8.54\|73.78\|74.40\|67.40\|27518;2026-07-14\|69.25\|2.62\|68.69\|69.40\|65.06\|24556;2026-07-15\|66.13\|-4.51\|70.49\|70.53\|65.74\|20864;2026-07-16\|63.94\|-3.31\|65.45\|67.84\|63.39\|28033;2026-07-17\|56.13\|-12.21\|63.86\|63.86\|55.24\|33990;2026-07-20\|49.02\|-12.67\|57.49\|58.98\|47.20\|41509;2026-07-21\|52.60\|7.30\|50.00\|52.88\|43.00\|46820;2026-07-22\|53.00\|0.76\|52.95\|54.95\|51.30\|32999;2026-07-23\|53.27\|0.51\|53.02\|55.80\|52.33\|23671;2026-07-24\|50.72\|-4.79\|53.00\|53.81\|50.66\|24386
41563		涨停揭秘：弘景光电机器视觉切入具身智能终端，户外作业与家庭陪伴场景送样进展积极；涨停缘由：公司机器视觉模组已送样具身机器人厂商；户外作业场景适配复杂光照与运动模糊算法取得突破；家庭陪伴机器人视觉交互模块进入小批量验证；资金逻辑：次新股流动性好，主力成交额占比达9.3%，近5日资金净流入居同行业首位，技术面呈多头排列；风险提示：机器人视觉业务尚处早期送样阶段，未产生收入，现有主业消费电子订单承压	公司机器视觉产品已启动户外作业、家庭陪伴及具身人形机器人等应用相关在研项目并送样	2026-03-17\|94.58\|-4.55\|98.01\|98.10\|94.54\|16862;2026-03-18\|97.54\|3.13\|94.66\|98.58\|94.38\|25675;2026-03-19\|96.16\|-1.41\|95.90\|98.20\|93.85\|20739;2026-03-20\|97.50\|1.39\|95.58\|101.11\|95.52\|24967;2026-03-23\|89.70\|-8.00\|96.20\|97.96\|88.88\|25259;2026-03-24\|97.50\|8.70\|90.59\|98.20\|88.66\|33509;2026-03-25\|98.44\|0.96\|97.60\|99.50\|95.82\|30297;2026-03-26\|95.90\|-2.58\|98.81\|98.81\|94.50\|21798;2026-03-27\|92.51\|-3.53\|95.00\|98.00\|92.30\|25393;2026-03-30\|92.42\|-0.10\|89.48\|95.87\|89.25\|26398;2026-03-31\|88.33\|-4.43\|92.05\|93.32\|88.00\|25206;2026-04-01\|90.57\|2.54\|90.00\|92.78\|89.90\|19885;2026-04-02\|84.97\|-6.18\|90.58\|91.60\|84.68\|31692;2026-04-03\|83.89\|-1.27\|85.35\|85.82\|83.68\|13077;2026-04-07\|89.40\|6.57\|83.89\|92.88\|83.26\|36147;2026-04-08\|100.80\|12.75\|92.88\|102.97\|92.88\|65419;2026-04-09\|97.39\|-3.38\|98.96\|101.65\|97.10\|34217;2026-04-10\|97.42\|0.03\|97.56\|98.90\|96.50\|22034;2026-04-13\|96.49\|-0.95\|96.45\|97.93\|95.84\|21589;2026-04-14\|94.98\|-1.56\|97.12\|97.68\|94.58\|21279;2026-04-15\|99.85\|5.13\|95.65\|104.09\|94.80\|52328;2026-04-16\|102.55\|2.70\|99.25\|104.74\|97.53\|47278;2026-04-17\|108.88\|6.17\|103.48\|110.80\|102.18\|61166;2026-04-20\|107.80\|-0.99\|106.01\|110.08\|104.01\|54922;2026-04-21\|106.96\|-0.78\|106.74\|108.98\|104.30\|31355;2026-04-22\|111.63\|4.37\|107.33\|111.95\|107.33\|47370;2026-04-23\|110.65\|-0.88\|111.57\|113.93\|106.18\|58828;2026-04-24\|107.55\|-2.80\|109.00\|109.60\|105.18\|26970;2026-04-27\|107.10\|-0.42\|108.90\|111.50\|105.48\|23798;2026-04-28\|107.74\|0.60\|106.32\|111.90\|106.02\|26645;2026-04-29\|106.80\|-0.87\|105.16\|109.90\|104.60\|21129;2026-04-30\|113.30\|6.09\|106.21\|116.31\|106.02\|38032;2026-05-06\|117.90\|4.06\|119.99\|123.88\|116.50\|36089;2026-05-07\|125.90\|6.79\|118.00\|129.99\|117.11\|36520;2026-05-08\|131.48\|4.43\|125.98\|138.00\|125.02\|43432;2026-05-11\|133.11\|1.24\|138.01\|141.00\|130.58\|59706;2026-05-12\|123.65\|-7.11\|130.12\|134.00\|122.22\|56450;2026-05-13\|123.30\|-0.28\|122.37\|125.27\|118.92\|35315;2026-05-14\|122.00\|-1.05\|124.00\|126.18\|121.69\|32200;2026-05-15\|118.99\|-2.47\|121.80\|122.88\|117.50\|32959;2026-05-18\|116.16\|-2.38\|118.11\|120.17\|115.00\|23909;2026-05-19\|111.52\|-3.99\|115.91\|116.10\|109.92\|41175;2026-05-20\|115.69\|3.74\|110.36\|117.00\|110.36\|27811;2026-05-21\|111.70\|-3.45\|121.88\|125.65\|111.07\|75071;2026-05-22\|120.01\|7.44\|112.36\|121.95\|112.36\|48427;2026-05-25\|117.90\|-1.76\|120.30\|123.00\|114.77\|34212;2026-05-26\|83.27\|-0.70\|84.18\|87.63\|81.00\|45808;2026-05-27\|75.76\|-9.02\|82.55\|82.55\|74.36\|52149;2026-05-28\|74.90\|-1.14\|75.06\|76.99\|73.84\|33777;2026-05-29\|68.93\|-7.97\|75.83\|76.28\|68.16\|41003;2026-06-01\|66.86\|-3.00\|68.51\|70.49\|66.66\|29126;2026-06-02\|67.50\|0.96\|66.88\|68.15\|64.18\|34238;2026-06-03\|68.33\|1.23\|67.52\|71.81\|67.00\|41808;2026-06-04\|68.43\|0.15\|67.20\|70.04\|66.55\|32198;2026-06-05\|67.80\|-0.92\|67.21\|69.75\|65.79\|30881;2026-06-08\|63.80\|-5.90\|66.10\|66.43\|61.33\|40638;2026-06-09\|64.00\|0.31\|65.00\|65.00\|62.60\|26063;2026-06-10\|62.47\|-2.39\|63.00\|63.50\|60.44\|31843;2026-06-11\|61.74\|-1.17\|61.92\|62.97\|60.55\|16243;2026-06-12\|61.37\|-0.60\|62.73\|64.81\|60.75\|32499;2026-06-15\|63.98\|4.25\|61.30\|64.47\|61.28\|23004;2026-06-16\|64.62\|1.00\|63.41\|65.90\|62.41\|27875;2026-06-17\|65.25\|0.97\|64.15\|66.30\|64.14\|35048;2026-06-18\|63.90\|-2.07\|65.25\|65.25\|63.21\|33584;2026-06-22\|60.66\|-5.07\|64.00\|65.49\|59.75\|47553;2026-06-23\|61.64\|1.62\|60.66\|64.25\|59.95\|34308;2026-06-24\|62.04\|0.65\|61.43\|62.78\|60.50\|24179;2026-06-25\|60.26\|-2.87\|61.52\|64.25\|59.64\|31844;2026-06-26\|57.08\|-5.28\|60.08\|60.09\|57.05\|37430;2026-06-29\|54.41\|-4.68\|56.88\|57.55\|53.30\|34321;2026-06-30\|60.20\|10.64\|54.25\|62.06\|54.25\|55633;2026-07-01\|62.81\|4.34\|60.50\|64.69\|59.35\|41369;2026-07-02\|63.54\|1.16\|61.95\|66.01\|61.06\|51463;2026-07-03\|63.89\|0.55\|63.20\|65.99\|62.12\|37419;2026-07-06\|62.15\|-2.72\|64.00\|65.50\|61.76\|28362;2026-07-07\|59.77\|-3.83\|62.05\|62.45\|59.26\|27944;2026-07-08\|57.08\|-4.50\|59.80\|60.30\|56.58\|19383;2026-07-09\|57.47\|0.68\|57.31\|57.89\|54.56\|22246;2026-07-10\|57.23\|-0.42\|57.01\|59.60\|57.00\|25761;2026-07-13\|52.55\|-8.18\|57.23\|57.23\|52.00\|25428;2026-07-14\|53.25\|1.33\|52.30\|53.67\|50.58\|19925;2026-07-15\|51.71\|-2.89\|53.25\|54.43\|51.26\|13297;2026-07-16\|51.46\|-0.48\|51.60\|53.15\|50.26\|17146;2026-07-17\|47.83\|-7.05\|50.16\|51.20\|47.00\|25480;2026-07-20\|46.00\|-3.83\|48.40\|49.00\|44.91\|24568;2026-07-21\|47.60\|3.48\|46.44\|47.78\|43.01\|28026;2026-07-22\|46.64\|-2.02\|47.00\|48.14\|46.40\|17208;2026-07-23\|47.26\|1.33\|46.81\|47.44\|45.90\|14255;2026-07-24\|45.13\|-4.51\|46.79\|46.89\|45.05\|13486
41562		此前完成停牌核查+AI4S+铝模+一带一路 1、据2026年1月15日关于股票交易停牌核查结果暨复牌的公告，公司股票自 2026 年 1 月 5 日至 2026 年 1 月 12 日连续 6 个交易日涨停，股票价格涨幅为 198.57%，短期内涨幅较大，显著偏离大盘指数。截至目前，公司业务不涉及ai应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化。 2、据2025年5月21日投资者关系活动记录表，公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发。 3、据2025年5月21日投资者关系活动记录表，公司与微观纪元共建合资公司上海志特纪元新材料科技有限公司，打造“量子+AI”材料研发新范式，加速技术产业化。 4、据2025年三季报，公司主营铝模、防护平台、装配式预制件，2025年前三季度营收20.23亿元、净利1.18亿元，同比增长12.09%、98.65%，盈利改善显著。 5、据2025年11月13日互动易，公司已在沙特设子公司并持续拓展东南亚、中东等“一带一路”市场，海外订单保持高速增长。	公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发，切入机器人赛道	2026-03-17\|26.66\|-2.63\|27.38\|28.17\|26.50\|406949;2026-03-18\|27.66\|3.75\|27.25\|28.66\|26.86\|451311;2026-03-19\|25.55\|-7.63\|27.50\|27.66\|25.26\|408933;2026-03-20\|24.34\|-4.74\|26.06\|26.50\|24.30\|349850;2026-03-23\|23.85\|-2.01\|24.01\|24.80\|23.66\|254955;2026-03-24\|24.13\|1.17\|24.22\|24.30\|23.19\|229723;2026-03-25\|24.30\|0.70\|24.18\|24.82\|24.13\|182072;2026-03-26\|24.20\|-0.41\|24.25\|24.90\|23.87\|170175;2026-03-27\|24.40\|0.83\|23.72\|24.67\|23.71\|154216;2026-03-30\|24.76\|1.48\|24.01\|24.97\|24.01\|169044;2026-03-31\|24.53\|-0.93\|24.99\|25.89\|24.53\|273579;2026-04-01\|24.95\|1.71\|25.54\|25.54\|24.42\|210053;2026-04-02\|23.75\|-4.81\|24.81\|24.88\|23.62\|193893;2026-04-03\|24.81\|4.46\|23.80\|27.00\|23.71\|593543;2026-04-07\|24.50\|-1.25\|24.99\|26.30\|24.32\|441058;2026-04-08\|27.93\|14.00\|25.18\|29.40\|24.80\|838055;2026-04-09\|26.00\|-6.91\|27.06\|27.48\|25.65\|602504;2026-04-10\|23.52\|-9.54\|25.70\|25.98\|23.50\|650548;2026-04-13\|23.22\|-1.28\|22.98\|23.46\|22.50\|334460;2026-04-14\|24.55\|5.73\|23.56\|24.66\|23.46\|464084;2026-04-15\|23.79\|-3.10\|24.97\|25.81\|23.74\|414810;2026-04-16\|25.13\|5.63\|24.22\|25.70\|23.80\|503484;2026-04-17\|24.76\|-1.47\|24.99\|25.10\|24.46\|303075;2026-04-20\|25.36\|2.42\|24.80\|25.59\|24.32\|330229;2026-04-21\|24.22\|-4.50\|25.19\|25.20\|23.94\|310257;2026-04-22\|24.20\|-0.08\|24.18\|24.29\|23.78\|215982;2026-04-23\|23.58\|-2.56\|24.25\|24.39\|23.31\|222796;2026-04-24\|22.60\|-4.16\|23.48\|23.50\|22.42\|214343;2026-04-27\|23.64\|4.60\|22.70\|24.05\|21.95\|309906;2026-04-28\|22.64\|-4.23\|23.56\|23.66\|22.49\|207228;2026-04-29\|22.92\|1.24\|22.50\|23.26\|22.31\|160043;2026-04-30\|22.80\|-0.52\|23.00\|23.10\|22.56\|142249;2026-05-06\|23.48\|2.98\|23.11\|23.96\|23.07\|260525;2026-05-07\|24.93\|6.18\|23.58\|24.95\|23.30\|386315;2026-05-08\|25.03\|0.40\|24.81\|25.26\|24.58\|288669;2026-05-11\|24.10\|-3.72\|25.20\|25.40\|23.88\|334395;2026-05-12\|23.26\|-3.49\|24.05\|24.28\|23.18\|222911;2026-05-13\|23.85\|2.54\|23.16\|24.09\|23.00\|277500;2026-05-14\|22.87\|-4.11\|23.86\|24.95\|22.86\|289265;2026-05-15\|22.50\|-1.62\|23.10\|23.48\|22.29\|234724;2026-05-18\|22.31\|-0.84\|22.30\|22.99\|22.16\|167720;2026-05-19\|22.67\|1.61\|22.35\|22.96\|22.10\|191214;2026-05-20\|21.68\|-4.37\|22.39\|22.54\|21.52\|217986;2026-05-21\|20.81\|-4.01\|21.78\|22.16\|20.74\|188293;2026-05-22\|21.05\|1.15\|21.23\|21.45\|20.72\|141811;2026-05-25\|20.41\|-3.04\|21.10\|21.27\|20.21\|194423;2026-05-26\|20.16\|-1.22\|20.24\|20.64\|19.68\|190837;2026-05-27\|19.62\|-2.68\|20.26\|20.37\|19.38\|129557;2026-05-28\|19.72\|0.51\|19.60\|19.96\|19.28\|144521;2026-05-29\|19.39\|-1.67\|19.84\|20.24\|19.31\|168185;2026-06-01\|19.74\|1.81\|19.31\|20.31\|19.20\|177495;2026-06-02\|18.93\|-4.10\|19.87\|19.89\|18.57\|173270;2026-06-03\|18.78\|-0.79\|19.04\|19.15\|18.60\|129858;2026-06-04\|18.87\|0.48\|18.78\|19.00\|18.60\|116082;2026-06-05\|18.97\|0.53\|18.85\|19.42\|18.23\|149963;2026-06-08\|18.27\|-3.69\|18.60\|19.17\|18.01\|143058;2026-06-09\|18.34\|0.38\|18.47\|18.60\|18.03\|104122;2026-06-10\|18.19\|-0.82\|18.17\|18.90\|17.72\|197794;2026-06-11\|17.98\|-1.15\|17.98\|18.23\|17.70\|143707;2026-06-12\|18.32\|1.89\|18.12\|18.63\|17.90\|137183;2026-06-15\|18.92\|3.28\|18.41\|19.30\|18.41\|137842;2026-06-16\|19.04\|0.63\|18.82\|19.25\|18.51\|125321;2026-06-17\|18.87\|-0.89\|18.98\|19.20\|18.60\|119584;2026-06-18\|18.72\|-0.79\|18.63\|19.04\|18.51\|101784;2026-06-22\|19.20\|2.56\|18.73\|19.31\|18.14\|189833;2026-06-23\|18.51\|-3.59\|18.95\|19.30\|18.38\|181287;2026-06-24\|18.34\|-0.92\|18.63\|19.27\|18.11\|186439;2026-06-25\|17.93\|-2.24\|18.50\|18.58\|17.80\|144907;2026-06-26\|17.21\|-4.02\|17.86\|17.97\|17.16\|149086;2026-06-29\|17.13\|-0.46\|17.25\|17.50\|16.80\|118706;2026-06-30\|17.15\|0.12\|17.11\|17.28\|16.79\|105247;2026-07-01\|19.00\|10.79\|17.28\|20.58\|17.05\|487775;2026-07-02\|18.01\|-5.21\|19.50\|19.86\|17.94\|419075;2026-07-03\|18.23\|1.22\|18.02\|18.90\|17.58\|353518;2026-07-06\|17.26\|-5.32\|18.79\|19.79\|17.15\|381654;2026-07-07\|16.37\|-5.16\|17.39\|17.50\|16.31\|241712;2026-07-08\|15.92\|-2.75\|16.29\|16.47\|15.90\|168620;2026-07-09\|15.95\|0.19\|15.85\|16.14\|15.26\|156668;2026-07-10\|11.88\|4.76\|11.30\|12.26\|11.07\|316814;2026-07-13\|10.86\|-8.59\|11.67\|12.09\|10.79\|270792;2026-07-14\|10.97\|1.01\|11.16\|11.25\|10.44\|212601;2026-07-15\|10.92\|-0.46\|10.93\|11.26\|10.80\|180325;2026-07-16\|10.65\|-2.47\|10.70\|11.05\|10.58\|197823;2026-07-17\|10.06\|-5.54\|10.65\|10.85\|9.93\|231241;2026-07-20\|9.81\|-2.49\|10.30\|10.48\|9.44\|259252;2026-07-21\|9.97\|1.63\|9.82\|10.02\|9.02\|270416;2026-07-22\|9.79\|-1.81\|9.87\|10.09\|9.68\|178639;2026-07-23\|10.12\|3.37\|9.80\|10.12\|9.73\|148174;2026-07-24\|9.71\|-4.05\|10.00\|10.02\|9.68\|136501
41561		涨停揭秘：金钟股份获头部人形机器人企业躯干外壳定点，结构件供应商加速导入；涨停缘由：公司已获国内头部人形机器人企业躯干外壳项目定点；结构件制造工艺适配高强度、轻量化、电磁屏蔽等复合需求；正同步对接多家整机厂结构件开发；资金逻辑：主力资金连续两日净流入，技术面突破年线与布林带上轨，量能放大显示资金抢筹；风险提示：定点项目尚未量产，收入确认存在滞后性，且结构件毛利率低于核心执行器环节	公司已取得国内某头部人形机器人企业机器人躯干外壳项目定点，正积极对接更多机器人企业	2026-03-17\|40.88\|3.52\|39.75\|42.49\|39.67\|53495;2026-03-18\|41.53\|1.59\|41.98\|42.00\|40.35\|31846;2026-03-19\|39.31\|-5.35\|41.17\|41.94\|38.80\|32819;2026-03-20\|38.98\|-0.84\|39.75\|40.89\|38.94\|26690;2026-03-23\|36.30\|-6.88\|37.88\|38.83\|36.08\|31356;2026-03-24\|38.85\|7.02\|36.97\|39.01\|36.46\|31602;2026-03-25\|39.71\|2.21\|39.39\|40.98\|38.71\|34610;2026-03-26\|38.42\|-3.25\|39.97\|40.03\|38.30\|21402;2026-03-27\|37.34\|-2.81\|38.02\|38.33\|37.30\|24139;2026-03-30\|37.00\|-0.91\|37.00\|37.77\|36.10\|17237;2026-03-31\|36.15\|-2.30\|37.00\|37.03\|36.00\|17022;2026-04-01\|39.10\|8.16\|37.03\|39.48\|37.03\|48212;2026-04-02\|38.64\|-1.18\|38.85\|39.35\|38.28\|26106;2026-04-03\|36.10\|-6.57\|38.88\|38.91\|35.30\|71364;2026-04-07\|36.55\|1.25\|36.99\|37.20\|36.12\|26123;2026-04-08\|42.15\|15.32\|37.24\|42.33\|37.24\|96348;2026-04-09\|43.33\|2.80\|41.95\|44.20\|40.88\|61726;2026-04-10\|45.13\|4.15\|43.83\|45.50\|43.60\|48448;2026-04-13\|42.85\|-5.05\|45.13\|45.13\|42.20\|45611;2026-04-14\|43.96\|2.59\|43.00\|44.99\|42.71\|33782;2026-04-15\|43.50\|-1.05\|43.96\|44.63\|43.25\|25336;2026-04-16\|44.74\|2.85\|43.49\|45.43\|42.99\|29454;2026-04-17\|45.93\|2.66\|44.96\|46.58\|44.50\|34615;2026-04-20\|45.91\|-0.04\|45.81\|46.50\|43.79\|40175;2026-04-21\|46.65\|1.61\|45.71\|47.65\|44.94\|29779;2026-04-22\|47.19\|1.16\|46.32\|47.90\|45.80\|29836;2026-04-23\|46.29\|-1.91\|47.42\|47.70\|45.50\|31592;2026-04-24\|46.42\|0.28\|46.29\|47.69\|44.90\|22986;2026-04-27\|46.33\|-0.19\|46.80\|47.80\|46.18\|30321;2026-04-28\|44.33\|-4.32\|46.00\|46.88\|44.22\|36963;2026-04-29\|45.60\|2.86\|44.33\|46.27\|43.87\|28730;2026-04-30\|46.40\|1.75\|45.39\|46.65\|44.68\|34017;2026-05-06\|47.30\|1.94\|46.67\|47.30\|45.80\|28947;2026-05-07\|47.77\|0.99\|47.54\|49.00\|47.11\|25659;2026-05-08\|49.19\|2.97\|47.77\|50.79\|47.19\|35604;2026-05-11\|48.70\|-1.00\|49.44\|49.58\|47.88\|27892;2026-05-12\|48.35\|-0.72\|48.50\|49.20\|46.81\|33907;2026-05-13\|49.03\|1.41\|48.41\|50.50\|48.00\|20966;2026-05-14\|47.34\|-3.45\|49.30\|49.32\|46.85\|21114;2026-05-15\|47.15\|-0.40\|47.35\|48.57\|46.58\|25121;2026-05-18\|44.95\|-4.67\|46.92\|47.02\|44.68\|37744;2026-05-19\|45.85\|2.00\|44.78\|47.41\|42.20\|49215;2026-05-20\|47.35\|3.27\|45.83\|47.76\|45.19\|30639;2026-05-21\|45.77\|-3.34\|47.39\|48.54\|45.77\|23971;2026-05-22\|47.53\|3.85\|45.78\|48.17\|45.08\|24570;2026-05-25\|45.68\|-3.89\|47.89\|47.92\|44.72\|30890;2026-05-26\|43.61\|-4.53\|45.54\|45.81\|42.70\|25565;2026-05-27\|43.83\|0.50\|43.51\|44.32\|41.80\|25506;2026-05-28\|42.89\|-2.14\|43.77\|43.77\|42.20\|15608;2026-05-29\|40.73\|-5.04\|42.94\|43.19\|40.10\|23540;2026-06-01\|39.54\|-2.92\|40.70\|41.04\|39.50\|16054;2026-06-02\|42.18\|6.68\|39.57\|42.47\|39.57\|30140;2026-06-03\|42.54\|0.85\|42.00\|42.83\|41.21\|24254;2026-06-04\|41.16\|-3.24\|42.38\|43.29\|40.80\|14916;2026-06-05\|40.60\|-1.36\|40.90\|41.40\|39.93\|12724;2026-06-08\|39.81\|-1.95\|40.60\|41.88\|38.06\|49910;2026-06-09\|39.63\|-0.45\|40.46\|40.78\|38.00\|34514;2026-06-10\|39.54\|-0.23\|39.24\|39.79\|38.50\|22515;2026-06-11\|39.95\|1.04\|39.78\|41.80\|38.77\|33164;2026-06-12\|40.38\|1.08\|40.45\|41.00\|39.75\|18882;2026-06-15\|40.02\|-0.89\|40.18\|40.88\|39.62\|21702;2026-06-16\|39.63\|-0.97\|40.03\|40.20\|38.80\|17559;2026-06-17\|40.63\|2.52\|39.59\|42.27\|39.02\|27369;2026-06-18\|39.00\|-4.01\|40.86\|40.86\|37.50\|43709;2026-06-22\|39.60\|1.54\|38.71\|39.75\|37.44\|37464;2026-06-23\|39.74\|0.35\|39.60\|40.41\|38.69\|30296;2026-06-24\|39.83\|0.23\|39.40\|40.26\|38.85\|25993;2026-06-25\|39.96\|0.33\|40.00\|40.83\|38.25\|31664;2026-06-26\|38.50\|-3.65\|39.22\|40.27\|37.87\|44282;2026-06-29\|41.20\|7.01\|39.07\|41.50\|38.50\|62001;2026-06-30\|38.20\|-7.28\|40.78\|40.98\|36.80\|65519;2026-07-01\|38.92\|1.88\|37.82\|39.40\|36.52\|39150;2026-07-02\|39.03\|0.28\|38.60\|40.02\|38.11\|26462;2026-07-03\|39.11\|0.20\|38.99\|40.42\|38.66\|32330;2026-07-06\|38.55\|-1.43\|39.09\|39.39\|37.30\|32264;2026-07-07\|37.14\|-3.66\|38.51\|38.54\|36.89\|24797;2026-07-08\|36.07\|-2.88\|37.50\|37.50\|35.58\|18380;2026-07-09\|35.90\|-0.47\|36.35\|36.43\|34.30\|22513;2026-07-10\|35.39\|-1.42\|35.48\|36.40\|35.01\|25831;2026-07-13\|31.14\|-12.01\|35.39\|35.39\|30.52\|43262;2026-07-14\|31.31\|0.55\|31.18\|31.46\|30.01\|31806;2026-07-15\|29.90\|-4.50\|31.06\|32.29\|29.52\|33219;2026-07-16\|29.50\|-1.34\|29.49\|31.09\|29.00\|36905;2026-07-17\|25.22\|-14.51\|29.60\|29.60\|25.07\|46954;2026-07-20\|23.95\|-5.04\|25.88\|28.80\|23.40\|71779;2026-07-21\|24.37\|1.75\|24.67\|24.67\|19.16\|70394;2026-07-22\|23.93\|-1.81\|24.80\|25.85\|23.72\|53205;2026-07-23\|23.85\|-0.33\|23.67\|24.48\|23.41\|33134;2026-07-24\|24.24\|1.64\|23.60\|25.06\|23.25\|49039
41560		涨停揭秘：公司为安防镜头龙头，车载光学加速放量，已具备人形机器人光学镜头开发能力并积极寻求产业链合作；涨停缘由：机器人概念持续发酵，人形机器人量产进程提速，光学镜头作为视觉感知核心部件需求明确；资金逻辑：交银施罗德等公募基金重仓持有，一季度末社保基金新进，资金聚焦国产替代+AI硬件主线，叠加低估值（动态PE37.91）与高成长性（2025年净利润+34.09%）；风险提示：短期涨幅较大，换手率4.11%显示筹码松动，市盈率高于行业均值，需警惕业绩兑现不及预期及板块轮动风险	公司产品已应用于工业机器人、服务机器人，具备人形机器人光学镜头开发能力，积极寻求产业链合作机会	2026-03-17\|25.45\|-3.60\|26.57\|26.57\|25.45\|76535;2026-03-18\|25.91\|1.81\|25.53\|25.93\|25.39\|54038;2026-03-19\|24.89\|-3.94\|25.42\|25.62\|24.79\|85072;2026-03-20\|24.18\|-2.85\|25.00\|25.47\|24.18\|83099;2026-03-23\|22.71\|-6.08\|23.79\|23.80\|22.42\|117686;2026-03-24\|23.38\|2.95\|23.05\|23.39\|22.56\|64886;2026-03-25\|23.80\|1.80\|23.59\|24.07\|23.44\|60440;2026-03-26\|23.40\|-1.68\|23.80\|23.98\|23.22\|49525;2026-03-27\|23.36\|-0.17\|23.01\|23.69\|23.00\|58918;2026-03-30\|23.23\|-0.56\|22.94\|23.32\|22.76\|57788;2026-03-31\|23.01\|-0.95\|23.18\|23.67\|22.96\|47742;2026-04-01\|23.52\|2.22\|23.52\|23.62\|23.21\|47441;2026-04-02\|23.47\|-0.21\|23.36\|23.82\|23.01\|59859;2026-04-03\|25.08\|6.86\|23.45\|25.78\|23.43\|253597;2026-04-07\|24.61\|-1.87\|24.94\|25.18\|24.32\|136746;2026-04-08\|28.42\|15.48\|25.30\|28.50\|24.90\|493277;2026-04-09\|30.13\|6.02\|29.00\|31.20\|29.00\|697677;2026-04-10\|29.97\|-0.53\|30.33\|30.51\|29.11\|286157;2026-04-13\|29.34\|-2.10\|29.75\|30.26\|29.14\|227041;2026-04-14\|29.11\|-0.78\|29.90\|29.90\|28.74\|197778;2026-04-15\|29.62\|1.75\|29.01\|30.38\|28.65\|268090;2026-04-16\|30.18\|1.89\|29.62\|30.59\|29.05\|210142;2026-04-17\|30.03\|-0.50\|29.97\|30.39\|29.47\|183766;2026-04-20\|30.39\|1.20\|29.90\|31.07\|29.90\|183503;2026-04-21\|31.44\|3.46\|30.13\|31.57\|29.28\|264408;2026-04-22\|30.87\|-1.81\|31.44\|31.95\|30.82\|207802;2026-04-23\|29.90\|-3.14\|30.61\|30.87\|29.68\|177375;2026-04-24\|29.61\|-0.97\|29.70\|30.12\|29.39\|126287;2026-04-27\|29.27\|-1.15\|29.70\|29.77\|29.00\|105387;2026-04-28\|28.35\|-3.14\|29.90\|29.99\|28.18\|157073;2026-04-29\|28.31\|-0.14\|28.10\|28.80\|27.72\|117252;2026-04-30\|29.00\|2.44\|28.70\|29.79\|28.63\|149412;2026-05-06\|28.91\|-0.31\|29.40\|29.48\|28.49\|154846;2026-05-07\|31.09\|7.54\|29.29\|31.66\|28.55\|323952;2026-05-08\|33.46\|7.62\|30.58\|33.46\|29.93\|434951;2026-05-11\|33.56\|0.30\|35.00\|35.57\|33.39\|647321;2026-05-12\|34.61\|3.13\|33.15\|35.07\|33.00\|466810;2026-05-13\|35.08\|1.36\|34.38\|36.27\|33.84\|354989;2026-05-14\|34.78\|-0.86\|34.99\|36.20\|34.00\|342540;2026-05-15\|33.95\|-2.39\|35.68\|36.68\|33.32\|325669;2026-05-18\|33.96\|0.03\|34.00\|34.69\|33.33\|221056;2026-05-19\|34.46\|1.47\|33.60\|34.97\|32.81\|231184;2026-05-20\|35.72\|3.66\|34.55\|36.65\|34.07\|303243;2026-05-21\|34.35\|-3.84\|36.52\|38.20\|34.20\|350208;2026-05-22\|36.85\|7.28\|35.20\|37.20\|34.50\|319643;2026-05-25\|35.94\|-2.47\|36.76\|36.95\|34.81\|391306;2026-05-26\|34.63\|-3.65\|35.45\|36.21\|33.98\|231985;2026-05-27\|34.51\|-0.35\|35.20\|36.60\|34.10\|244308;2026-05-28\|34.24\|-0.78\|34.27\|34.59\|33.07\|202627;2026-05-29\|33.48\|-2.22\|34.14\|36.50\|33.10\|255788;2026-06-01\|31.88\|-4.78\|33.00\|33.76\|31.80\|197901;2026-06-02\|23.15\|1.80\|22.92\|23.96\|22.63\|290675;2026-06-03\|23.15\|0.00\|23.85\|24.56\|22.81\|370524;2026-06-04\|23.61\|1.99\|23.02\|23.98\|22.77\|236327;2026-06-05\|23.12\|-2.08\|23.33\|24.27\|22.26\|261554;2026-06-08\|21.50\|-7.01\|21.53\|22.75\|21.01\|333385;2026-06-09\|22.06\|2.60\|21.96\|22.16\|21.30\|186467;2026-06-10\|21.55\|-2.31\|21.50\|21.88\|20.18\|332415;2026-06-11\|23.19\|7.61\|21.98\|24.41\|21.81\|559895;2026-06-12\|22.47\|-3.10\|23.43\|23.65\|22.38\|280609;2026-06-15\|23.79\|5.87\|22.23\|23.96\|22.23\|276808;2026-06-16\|26.15\|9.92\|23.53\|26.68\|23.51\|543516;2026-06-17\|29.08\|11.20\|26.10\|29.60\|26.10\|911892;2026-06-18\|28.20\|-3.03\|28.02\|28.90\|27.63\|479186;2026-06-22\|27.71\|-1.74\|28.23\|28.30\|26.85\|399121;2026-06-23\|27.04\|-2.42\|27.60\|27.98\|26.71\|321831;2026-06-24\|27.60\|2.07\|26.79\|27.85\|26.26\|374620;2026-06-25\|26.51\|-3.95\|27.29\|27.80\|26.00\|378202;2026-06-26\|26.00\|-1.92\|26.17\|27.70\|25.68\|507253;2026-06-29\|24.45\|-5.96\|26.00\|26.60\|23.70\|428849;2026-06-30\|26.11\|6.79\|24.44\|26.46\|24.18\|388290;2026-07-01\|24.75\|-5.21\|26.01\|26.72\|24.33\|381157;2026-07-02\|23.90\|-3.43\|24.29\|25.45\|23.42\|339438;2026-07-03\|24.30\|1.67\|24.21\|25.16\|23.83\|308483;2026-07-06\|23.16\|-4.69\|24.31\|24.66\|22.85\|247684;2026-07-07\|22.44\|-3.11\|23.18\|23.34\|22.24\|192723;2026-07-08\|22.09\|-1.56\|22.66\|23.35\|21.58\|252267;2026-07-09\|22.80\|3.21\|22.19\|22.95\|20.96\|256944;2026-07-10\|21.67\|-4.96\|23.50\|24.23\|21.65\|328222;2026-07-13\|19.72\|-9.00\|21.50\|21.60\|19.71\|322727;2026-07-14\|19.83\|0.56\|19.52\|19.99\|18.89\|217538;2026-07-15\|18.89\|-4.74\|19.73\|20.20\|18.81\|234888;2026-07-16\|18.99\|0.53\|18.65\|19.77\|18.20\|326755;2026-07-17\|17.10\|-9.95\|19.05\|19.05\|16.97\|276478;2026-07-20\|15.94\|-6.78\|17.47\|17.65\|15.51\|278209;2026-07-21\|16.82\|5.52\|16.19\|16.85\|14.75\|294473;2026-07-22\|16.14\|-4.04\|16.66\|16.93\|15.98\|212633;2026-07-23\|16.40\|1.61\|16.43\|16.67\|16.10\|187006;2026-07-24\|15.89\|-3.11\|16.13\|16.39\|15.80\|125076
41559		机器人+关节模组+拟收购PCB标的+地方国资行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年6月4日互动易，公司关节模组方面，与逐际动力联合开发项目已经于2026年4月开始首样组装，与卓誉合作关节模组项目正在推进中；玄创防爆巡检机器人整机代工合作项目，已经完成首台机器人组装下线，预计2026年6月开始批量交付。 2、据2026年4月18日公告，公司拟收购常熟东南相互电子100%股权，标的公司在HDI、AnyLayer等高阶产品上经验丰富，其电路板产品是智能手机、车载影像及AR/VR设备的核心部件；据2026年5月11日投资者关系活动记录表，公司PCB业务2025年营收约3亿元同比增长约35%，海外M客户等AI眼镜业务开始上量。 3、据2025年年度报告，公司最终控制人为黄山市人民政府国有资产监督管理委员会。	1、公司拟10亿建设新能源汽车及机器人用精密零部件项目； 2、公司已获得小鹏飞行汽车X3项目定点，完成A样交样	2026-03-17\|12.62\|-2.47\|12.98\|13.02\|12.58\|73449;2026-03-18\|12.78\|1.27\|12.62\|12.81\|12.55\|48804;2026-03-19\|12.45\|-2.58\|12.63\|12.68\|12.41\|72345;2026-03-20\|12.04\|-3.29\|12.51\|12.57\|12.01\|87233;2026-03-23\|11.36\|-5.65\|11.80\|11.96\|11.22\|136961;2026-03-24\|11.56\|1.76\|11.64\|11.69\|11.22\|84986;2026-03-25\|11.82\|2.25\|11.56\|11.83\|11.51\|69880;2026-03-26\|11.64\|-1.52\|11.79\|11.87\|11.58\|58657;2026-03-27\|11.93\|2.49\|11.50\|12.02\|11.47\|65363;2026-03-30\|11.90\|-0.25\|11.71\|11.96\|11.66\|49357;2026-03-31\|11.72\|-1.51\|11.95\|11.97\|11.70\|66661;2026-04-01\|11.93\|1.79\|11.88\|12.15\|11.86\|74902;2026-04-02\|11.61\|-2.68\|11.94\|11.94\|11.52\|61614;2026-04-03\|11.23\|-3.27\|11.65\|11.69\|11.21\|59289;2026-04-07\|11.63\|3.56\|11.31\|11.88\|11.26\|90114;2026-04-08\|12.79\|9.97\|12.03\|12.79\|11.95\|201968;2026-04-09\|13.49\|5.47\|12.64\|13.90\|12.58\|474310;2026-04-10\|13.43\|-0.44\|13.60\|13.86\|13.41\|320287;2026-04-13\|13.20\|-1.71\|13.37\|13.64\|13.15\|198279;2026-04-14\|13.26\|0.45\|13.39\|13.40\|13.14\|124146;2026-04-15\|13.12\|-1.06\|13.32\|13.48\|13.05\|127701;2026-04-16\|13.78\|5.03\|13.22\|14.16\|13.22\|319397;2026-04-17\|14.72\|6.82\|14.02\|14.98\|13.60\|551319;2026-04-20\|13.69\|-7.00\|14.51\|14.51\|13.40\|603166;2026-04-21\|13.57\|-0.88\|13.48\|13.95\|13.36\|319183;2026-04-22\|13.57\|0.00\|13.52\|13.70\|13.45\|194166;2026-04-23\|13.22\|-2.58\|13.57\|13.57\|13.14\|177061;2026-04-24\|13.01\|-1.59\|13.22\|13.22\|12.84\|141037;2026-04-27\|13.51\|3.84\|13.02\|13.76\|12.95\|192446;2026-04-28\|13.17\|-2.52\|13.48\|13.48\|13.11\|135735;2026-04-29\|13.17\|0.00\|13.15\|13.43\|13.11\|131638;2026-04-30\|13.34\|1.29\|13.13\|13.50\|13.13\|132881;2026-05-06\|13.51\|1.27\|13.34\|13.64\|13.30\|156259;2026-05-07\|13.95\|3.26\|13.51\|14.13\|13.41\|245862;2026-05-08\|14.33\|2.72\|13.79\|14.41\|13.76\|272844;2026-05-11\|15.32\|6.91\|14.30\|15.76\|14.20\|581733;2026-05-12\|15.67\|2.28\|15.34\|15.76\|15.08\|418342;2026-05-13\|15.85\|1.15\|15.47\|15.94\|15.32\|308808;2026-05-14\|15.41\|-2.78\|15.83\|16.07\|15.34\|251251;2026-05-15\|15.53\|0.78\|15.25\|15.98\|14.92\|337696;2026-05-18\|15.82\|1.87\|15.41\|16.08\|15.26\|274810;2026-05-19\|15.71\|-0.70\|16.32\|16.50\|15.58\|339090;2026-05-20\|15.38\|-2.10\|15.48\|15.56\|15.08\|265771;2026-05-21\|15.28\|-0.65\|15.47\|16.30\|15.27\|327329;2026-05-22\|15.98\|4.58\|15.40\|16.05\|15.11\|308423;2026-05-25\|15.60\|-2.38\|15.99\|16.35\|15.40\|257490;2026-05-26\|15.75\|0.96\|15.69\|16.15\|15.41\|263393;2026-05-27\|15.12\|-4.00\|15.65\|15.68\|15.05\|222006;2026-05-28\|14.87\|-1.65\|15.12\|15.28\|14.59\|228634;2026-05-29\|13.70\|-7.87\|14.85\|14.95\|13.58\|271079;2026-06-01\|13.60\|-0.73\|13.61\|14.12\|13.43\|189151;2026-06-02\|13.39\|-1.54\|13.72\|13.80\|13.27\|161255;2026-06-03\|14.08\|5.15\|13.40\|14.60\|13.17\|305641;2026-06-04\|14.42\|2.41\|13.94\|14.97\|13.87\|302582;2026-06-05\|15.86\|9.99\|14.28\|15.86\|14.23\|615243;2026-06-08\|15.09\|-4.86\|15.24\|15.83\|14.94\|585556;2026-06-09\|14.70\|-2.58\|15.14\|15.43\|14.45\|439849;2026-06-10\|14.24\|-3.13\|14.45\|14.54\|13.79\|343138;2026-06-11\|13.79\|-3.16\|14.12\|14.56\|13.59\|303997;2026-06-12\|13.10\|-5.00\|13.99\|14.40\|13.04\|354814;2026-06-15\|13.41\|2.37\|13.16\|13.72\|13.11\|296050;2026-06-16\|13.94\|3.95\|13.39\|14.21\|13.23\|315438;2026-06-17\|14.13\|1.36\|13.87\|14.59\|13.75\|293932;2026-06-18\|15.18\|7.43\|14.17\|15.42\|14.16\|460533;2026-06-22\|14.98\|-1.32\|15.14\|15.49\|14.28\|412965;2026-06-23\|14.92\|-0.40\|14.92\|15.50\|14.81\|292045;2026-06-24\|14.83\|-0.60\|14.78\|15.12\|14.30\|236606;2026-06-25\|14.00\|-5.60\|14.83\|14.87\|13.88\|285823;2026-06-26\|13.37\|-4.50\|14.01\|14.23\|13.35\|270644;2026-06-29\|12.65\|-5.39\|13.32\|13.38\|12.10\|333274;2026-06-30\|13.19\|4.27\|12.65\|13.42\|12.50\|254039;2026-07-01\|12.87\|-2.43\|13.10\|13.42\|12.80\|252089;2026-07-02\|12.97\|0.78\|12.78\|13.79\|12.65\|353705;2026-07-03\|13.69\|5.55\|12.97\|14.27\|12.95\|593531;2026-07-06\|13.02\|-4.89\|13.87\|13.94\|13.00\|390047;2026-07-07\|12.35\|-5.15\|12.95\|13.38\|12.32\|285775;2026-07-08\|11.41\|-7.61\|12.33\|12.38\|11.40\|289011;2026-07-09\|11.32\|-0.79\|11.30\|11.63\|10.91\|235472;2026-07-10\|11.30\|-0.18\|11.30\|11.77\|11.18\|233890;2026-07-13\|10.17\|-10.00\|11.23\|11.23\|10.17\|260129;2026-07-14\|10.78\|6.00\|10.07\|10.83\|9.94\|262473;2026-07-15\|10.50\|-2.60\|10.69\|10.84\|10.41\|140620;2026-07-16\|10.50\|0.00\|10.40\|11.20\|10.27\|242785;2026-07-17\|9.79\|-6.76\|10.47\|10.51\|9.61\|236970;2026-07-20\|9.30\|-5.01\|9.95\|10.07\|9.16\|209983;2026-07-21\|9.44\|1.51\|9.30\|9.48\|8.61\|219845;2026-07-22\|9.12\|-3.39\|9.27\|9.46\|9.10\|149533;2026-07-23\|9.44\|3.51\|9.14\|9.47\|9.04\|129677;2026-07-24\|9.53\|0.95\|9.27\|9.74\|9.12\|205805
41558		机器人+AI算力+CPO+并购重组行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月30日公告，公司发行股份及支付现金收购上海富驰高科技股份有限公司34.75%股权事项，已获得上交所并购重组委审核通过。 2、据2026年4月21日年报，公司聚焦机器人领域，行星减速器已与人形机器人头部客户签订样品采购协议，P&S产品获国内机器人公司批量订单并交付。 3、据2026年4月21日年报，公司依托MIM和SMC技术切入AI算力，GB300高速连接器MIM零件已系列化开发40余型号；据2026年4月29日公告，成功开发用于800G/1600G光模块散热的MIM结构件并承接相关项目。 4、据2026年4月21日年报，公司主营粉末压制成形P&S、软磁复合材料SMC和金属注射成形MIM产品，是连续多年位居国内粉末冶金行业榜首的龙头企业。	公司已布局轴向磁通电机，该类电机适用于人形机器人、四足机器狗等领域	2026-03-17\|29.39\|-3.29\|30.60\|30.70\|29.30\|123789;2026-03-18\|29.90\|1.74\|29.50\|30.03\|29.12\|96281;2026-03-19\|28.50\|-4.68\|29.38\|29.38\|28.23\|175895;2026-03-20\|27.90\|-2.11\|28.80\|28.92\|27.90\|112729;2026-03-23\|26.44\|-5.23\|27.49\|27.73\|26.00\|151605;2026-03-24\|26.57\|0.49\|26.91\|26.98\|25.66\|127219;2026-03-25\|27.12\|2.07\|26.89\|27.39\|26.78\|153866;2026-03-26\|26.99\|-0.48\|27.12\|27.51\|26.81\|89565;2026-03-27\|27.71\|2.67\|26.45\|28.15\|26.36\|112244;2026-03-30\|27.96\|0.90\|27.32\|28.08\|27.02\|86984;2026-03-31\|27.76\|-0.72\|27.75\|28.51\|27.62\|97556;2026-04-01\|28.56\|2.88\|28.32\|28.71\|28.09\|118393;2026-04-02\|27.51\|-3.68\|28.28\|28.33\|27.30\|112953;2026-04-03\|27.35\|-0.58\|27.58\|27.77\|27.15\|63553;2026-04-07\|27.31\|-0.15\|27.77\|28.11\|27.22\|66467;2026-04-08\|30.04\|10.00\|27.92\|30.04\|27.92\|236190;2026-04-09\|30.05\|0.03\|30.00\|30.60\|29.56\|199961;2026-04-10\|30.72\|2.23\|30.34\|31.26\|30.15\|138575;2026-04-13\|30.67\|-0.16\|30.50\|30.87\|30.17\|105598;2026-04-14\|32.06\|4.53\|30.89\|32.18\|30.30\|157504;2026-04-15\|31.08\|-3.06\|31.88\|31.88\|30.96\|218494;2026-04-16\|31.37\|0.93\|31.20\|31.80\|31.19\|112590;2026-04-17\|31.75\|1.21\|31.28\|31.98\|31.00\|121875;2026-04-20\|31.85\|0.32\|31.79\|32.32\|31.66\|141772;2026-04-21\|32.28\|1.35\|31.70\|32.61\|31.09\|219851;2026-04-22\|32.90\|1.92\|32.23\|33.08\|32.00\|168793;2026-04-23\|32.86\|-0.12\|33.06\|34.30\|32.57\|225538;2026-04-24\|33.24\|1.16\|32.79\|33.50\|32.27\|145892;2026-04-27\|33.68\|1.32\|33.29\|34.20\|33.04\|163039;2026-04-28\|32.60\|-3.21\|33.43\|33.51\|32.37\|164372;2026-04-29\|32.72\|0.37\|32.60\|33.18\|32.31\|115799;2026-04-30\|34.08\|4.16\|33.21\|34.73\|33.18\|238675;2026-05-06\|33.88\|-0.59\|34.11\|34.71\|33.76\|208436;2026-05-07\|34.91\|3.04\|33.88\|35.18\|33.40\|253576;2026-05-08\|34.91\|0.00\|34.64\|35.43\|34.18\|157926;2026-05-11\|34.80\|-0.32\|35.30\|36.46\|34.71\|292783;2026-05-12\|35.10\|0.86\|35.40\|35.40\|34.69\|183279;2026-05-13\|35.16\|0.17\|34.95\|35.46\|34.71\|139769;2026-05-14\|33.41\|-4.98\|35.01\|35.27\|33.33\|245633;2026-05-15\|33.37\|-0.12\|33.50\|34.52\|32.60\|248131;2026-05-18\|32.11\|-3.78\|32.90\|33.25\|32.01\|224403;2026-05-19\|33.77\|5.17\|32.14\|34.09\|31.60\|283587;2026-05-20\|33.19\|-1.72\|33.77\|33.86\|32.64\|190077;2026-05-21\|34.96\|5.33\|33.63\|36.51\|33.40\|584247;2026-05-22\|37.75\|7.98\|35.15\|37.99\|35.15\|480481;2026-05-25\|39.06\|4.30\|37.70\|39.29\|36.36\|488812;2026-05-26\|39.26\|0.51\|38.80\|40.25\|38.59\|386383;2026-05-27\|38.67\|-1.50\|39.40\|39.99\|38.20\|297022;2026-05-28\|39.55\|2.28\|38.68\|40.19\|38.20\|294309;2026-05-29\|36.62\|-7.41\|39.55\|39.78\|36.37\|414258;2026-06-01\|35.26\|-3.71\|36.63\|37.54\|35.21\|268259;2026-06-02\|38.79\|10.01\|35.96\|38.79\|35.59\|362489;2026-06-03\|39.22\|1.11\|38.79\|40.99\|38.58\|472931;2026-06-04\|39.61\|0.99\|39.00\|40.05\|38.38\|264292;2026-06-05\|40.39\|1.97\|39.20\|42.16\|37.76\|487208;2026-06-08\|39.93\|-1.14\|38.00\|41.86\|38.00\|589838;2026-06-09\|42.08\|5.38\|40.13\|42.66\|39.30\|531599;2026-06-10\|40.21\|-4.44\|41.23\|42.88\|39.80\|454755;2026-06-11\|39.72\|-1.22\|39.59\|40.75\|38.70\|325705;2026-06-12\|38.57\|-2.90\|40.20\|41.23\|38.26\|374408;2026-06-15\|42.22\|9.46\|39.36\|42.30\|38.91\|465572;2026-06-16\|42.35\|0.31\|41.94\|43.02\|41.88\|302405;2026-06-17\|43.24\|2.10\|42.00\|45.15\|42.00\|313676;2026-06-18\|43.85\|1.41\|43.24\|45.44\|42.96\|299190;2026-06-22\|42.45\|-3.19\|44.40\|44.66\|41.62\|397774;2026-06-23\|42.51\|0.14\|42.00\|44.22\|41.72\|321420;2026-06-24\|42.61\|0.24\|42.09\|42.88\|41.20\|294031;2026-06-25\|41.57\|-2.44\|42.58\|43.88\|40.58\|402003;2026-06-26\|40.02\|-3.73\|41.47\|42.57\|39.89\|347012;2026-06-29\|36.89\|-7.82\|39.91\|40.66\|36.26\|462539;2026-06-30\|37.76\|2.36\|36.99\|38.60\|36.71\|279795;2026-07-01\|36.26\|-3.97\|38.00\|38.49\|36.03\|306015;2026-07-02\|36.78\|1.43\|35.91\|38.59\|34.96\|353715;2026-07-03\|37.73\|2.58\|37.64\|38.80\|36.52\|306625;2026-07-06\|36.17\|-4.13\|37.55\|38.60\|35.98\|253480;2026-07-07\|35.17\|-2.76\|36.17\|36.72\|34.89\|174288;2026-07-08\|32.73\|-6.94\|35.42\|35.45\|32.73\|242805;2026-07-09\|34.29\|4.77\|33.38\|34.38\|31.90\|235771;2026-07-10\|32.74\|-4.52\|34.30\|34.55\|32.66\|225147;2026-07-13\|30.99\|-5.35\|32.66\|32.66\|30.46\|222158;2026-07-14\|32.03\|3.36\|31.00\|32.42\|30.31\|204011;2026-07-15\|31.17\|-2.69\|31.98\|32.45\|30.95\|142366;2026-07-16\|29.48\|-5.42\|31.01\|31.64\|29.37\|170783;2026-07-17\|27.25\|-7.56\|29.37\|29.55\|27.03\|219846;2026-07-20\|25.17\|-7.63\|28.00\|28.09\|24.53\|285319;2026-07-21\|27.13\|7.79\|25.40\|27.21\|24.15\|282178;2026-07-22\|26.30\|-3.06\|26.84\|27.50\|26.08\|209286;2026-07-23\|26.66\|1.37\|26.36\|27.10\|26.17\|139567;2026-07-24\|25.75\|-3.41\|26.18\|26.65\|25.50\|128810
41557		机器人+精密制造+智能制造行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月25日年报，公司长期专注于各类精密机械零部件的研发制造，产品涵盖工业机器人底座、大臂、转座、连接体等，并已向国内工业机器人头部企业批量供应机械臂、关节头等精密零件。 2、据2026年4月25日年报，公司具备模具自主开发、铸造/锻造、精密机械加工及表面处理全工序闭环的一体化制造能力，产品广泛应用于商用车、工程机械、液压机械及商用压缩机等多个高端制造领域。 3、据2026年6月29日互动易，“精密液压零部件智能制造项目”截至2026年5月31日已累计投入14,921.79万元，公司将结合市场环境，合理规划并有序推进产线智能化升级与产能优化建设。	公司减速类产品主要应用于工程机械行走马达等，表示现正积极开发机器人零部件产品市场，如机械臂和关节头等相关零件产品	2026-03-17\|24.94\|-1.54\|25.44\|25.85\|24.93\|36184;2026-03-18\|26.80\|7.46\|25.04\|27.00\|25.03\|67826;2026-03-19\|25.10\|-6.34\|26.38\|26.54\|24.96\|57445;2026-03-20\|23.70\|-5.58\|25.05\|25.20\|23.60\|42059;2026-03-23\|22.17\|-6.46\|23.28\|23.98\|21.89\|72847;2026-03-24\|22.98\|3.65\|22.84\|23.00\|21.66\|48028;2026-03-25\|23.31\|1.44\|22.99\|23.54\|22.91\|25607;2026-03-26\|23.10\|-0.90\|23.68\|24.12\|22.90\|34243;2026-03-27\|23.60\|2.16\|22.82\|23.76\|22.66\|31415;2026-03-30\|23.55\|-0.21\|23.59\|23.80\|23.10\|31874;2026-03-31\|23.55\|0.00\|23.54\|23.98\|23.27\|32242;2026-04-01\|23.61\|0.25\|23.80\|24.15\|23.40\|27050;2026-04-02\|23.25\|-1.52\|23.88\|24.29\|23.07\|35418;2026-04-03\|23.67\|1.81\|23.53\|24.39\|22.22\|67929;2026-04-07\|23.71\|0.17\|23.69\|24.46\|23.46\|47651;2026-04-08\|26.08\|10.00\|23.97\|26.08\|23.72\|69938;2026-04-09\|26.33\|0.96\|26.00\|26.75\|25.77\|82235;2026-04-10\|27.47\|4.33\|26.99\|27.88\|26.37\|69737;2026-04-13\|27.82\|1.27\|27.20\|28.18\|25.02\|123758;2026-04-14\|28.10\|1.01\|28.12\|28.32\|27.21\|79484;2026-04-15\|28.00\|-0.36\|28.10\|28.68\|27.41\|59742;2026-04-16\|27.51\|-1.75\|27.99\|28.22\|27.48\|47686;2026-04-17\|26.57\|-3.42\|27.54\|27.79\|26.07\|86686;2026-04-20\|24.51\|-7.75\|26.63\|26.76\|24.46\|137811;2026-04-21\|24.39\|-0.49\|24.45\|24.83\|23.62\|56829;2026-04-22\|25.03\|2.62\|24.26\|25.70\|24.11\|70999;2026-04-23\|26.20\|4.67\|24.95\|26.73\|24.80\|84643;2026-04-24\|28.02\|6.95\|26.49\|28.37\|26.00\|131612;2026-04-27\|27.82\|-0.71\|28.21\|28.60\|27.70\|102911;2026-04-28\|28.15\|1.19\|28.01\|29.11\|27.65\|93839;2026-04-29\|29.63\|5.26\|28.69\|29.68\|28.01\|75808;2026-04-30\|29.74\|0.37\|29.61\|30.00\|28.75\|78166;2026-05-06\|30.46\|2.42\|29.98\|30.72\|29.25\|80181;2026-05-07\|31.20\|2.43\|30.36\|32.17\|29.60\|102711;2026-05-08\|32.10\|2.88\|31.25\|33.20\|31.00\|114331;2026-05-11\|32.60\|1.56\|32.50\|33.00\|31.01\|99412;2026-05-12\|31.81\|-2.42\|32.59\|33.26\|31.25\|65633;2026-05-13\|30.13\|-5.28\|31.67\|31.83\|29.58\|125572;2026-05-14\|30.91\|2.59\|30.28\|32.08\|30.00\|83585;2026-05-15\|31.01\|0.32\|30.94\|32.52\|30.32\|84944;2026-05-18\|30.04\|-3.13\|31.02\|31.49\|29.81\|65430;2026-05-19\|29.09\|-3.16\|30.19\|30.24\|28.88\|54662;2026-05-20\|29.53\|1.51\|28.95\|30.49\|28.34\|59138;2026-05-21\|28.57\|-3.25\|29.49\|30.64\|28.44\|56207;2026-05-22\|27.88\|-2.42\|28.56\|28.81\|27.61\|57722;2026-05-25\|28.60\|2.58\|28.38\|30.38\|28.20\|113968;2026-05-26\|28.60\|0.00\|28.32\|30.09\|27.85\|80018;2026-05-27\|27.55\|-3.67\|28.60\|29.17\|26.88\|72670;2026-05-28\|27.25\|-1.09\|27.49\|27.69\|26.55\|42704;2026-05-29\|26.32\|-3.41\|27.31\|27.49\|26.06\|57177;2026-06-01\|26.10\|-0.84\|26.39\|26.69\|25.85\|51192;2026-06-02\|25.89\|-0.80\|26.26\|26.48\|25.00\|45820;2026-06-03\|26.17\|1.08\|25.89\|26.70\|25.35\|44636;2026-06-04\|25.59\|-2.22\|26.04\|26.49\|25.46\|46345;2026-06-05\|25.55\|-0.16\|25.48\|26.12\|24.74\|39338;2026-06-08\|24.27\|-5.01\|24.48\|25.29\|23.87\|64710;2026-06-09\|23.32\|-3.91\|24.41\|24.63\|23.12\|75478;2026-06-10\|23.21\|-0.47\|23.32\|24.79\|22.96\|93210;2026-06-11\|23.22\|0.04\|22.92\|23.65\|22.62\|50449;2026-06-12\|23.20\|-0.09\|23.64\|23.95\|22.95\|45259;2026-06-15\|23.79\|2.54\|23.30\|24.56\|23.21\|51076;2026-06-16\|24.12\|1.39\|23.81\|24.47\|23.30\|40171;2026-06-17\|23.81\|-1.29\|23.99\|24.50\|23.71\|46111;2026-06-18\|23.86\|0.21\|23.77\|24.46\|23.00\|48096;2026-06-22\|23.45\|-1.72\|23.86\|24.85\|22.85\|70446;2026-06-23\|25.80\|10.02\|23.90\|25.80\|23.50\|45389;2026-06-24\|26.63\|3.22\|25.97\|27.90\|25.17\|215264;2026-06-25\|25.24\|-5.22\|26.50\|27.90\|25.00\|160668;2026-06-26\|25.65\|1.62\|24.95\|26.29\|23.91\|118267;2026-06-29\|24.85\|-3.12\|25.14\|26.44\|23.99\|90847;2026-06-30\|27.34\|10.02\|24.61\|27.34\|24.20\|137166;2026-07-01\|29.72\|8.71\|28.23\|29.90\|27.00\|172154;2026-07-02\|28.56\|-3.90\|29.12\|30.50\|28.54\|108359;2026-07-03\|29.95\|4.87\|29.17\|30.49\|29.00\|108451;2026-07-06\|28.11\|-6.14\|29.75\|29.85\|27.96\|79546;2026-07-07\|27.38\|-2.60\|27.97\|28.40\|27.05\|49003;2026-07-08\|26.24\|-4.16\|27.29\|27.32\|25.54\|67454;2026-07-09\|27.46\|4.65\|26.24\|28.60\|26.24\|82993;2026-07-10\|26.94\|-1.89\|27.30\|28.50\|26.70\|72609;2026-07-13\|24.25\|-9.99\|26.60\|26.79\|24.25\|61896;2026-07-14\|25.15\|3.71\|24.00\|25.68\|23.33\|63817;2026-07-15\|26.53\|5.49\|25.97\|27.67\|25.50\|109462;2026-07-16\|26.00\|-2.00\|25.37\|26.60\|25.37\|73727;2026-07-17\|23.40\|-10.00\|25.96\|26.00\|23.40\|87783;2026-07-20\|21.06\|-10.00\|23.72\|24.91\|21.06\|92093;2026-07-21\|20.98\|-0.38\|20.86\|21.24\|18.95\|117488;2026-07-22\|20.70\|-1.33\|20.99\|21.50\|20.45\|58318;2026-07-23\|20.29\|-1.98\|20.50\|20.96\|19.98\|55323;2026-07-24\|19.44\|-4.19\|19.89\|20.45\|19.34\|44917
41556		PCB+人形机器人+佛山国资行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年11月14日互动易，公司向T客户批量供应人形机器人核心控制模块PCB，已完成三代迭代并交付首批量产样品，北美与国内3家头部客户合作落地。 2、据2026年1月14日机构调研，公司为T客户储能超级工厂主力PCB供应商，2024年T客户储能装机量由14.7GWh升至31.4GWh，公司储能PCB同步放量，并获伊顿、ABB等国际客户订单。 3、据2025年8月27日公告，公司投资15亿元建设“芯创智载”新一代PCB智造基地，2026年中投产后将新增芯片内嵌式PCB 18万㎡/年、高阶HDI 48万㎡/年，面向新能源汽车、人形机器人、数据中心等高端应用。 4、据2025年4月16日投资者关系活动记录表，公司最终控制人为佛山市顺德区国有资产监督管理局，顺控集团入主后提供资金及市场资源支持，助力新能源汽车、储能、机器人等业务拓展。	特斯拉汽车、人形机器人PCB供货商，产品包括高精密互连HDI，软板（FPC）等	2026-03-17\|53.07\|-4.34\|56.00\|56.34\|53.00\|211396;2026-03-18\|54.43\|2.56\|54.21\|54.88\|53.31\|183527;2026-03-19\|52.78\|-3.03\|53.24\|53.72\|52.50\|174426;2026-03-20\|51.72\|-2.01\|53.30\|53.83\|51.60\|165203;2026-03-23\|49.90\|-3.52\|51.14\|53.31\|49.61\|298116;2026-03-24\|50.80\|1.80\|51.00\|51.00\|49.26\|209243;2026-03-25\|51.66\|1.69\|51.30\|52.05\|50.90\|209197;2026-03-26\|51.30\|-0.70\|51.65\|53.00\|50.80\|150325;2026-03-27\|51.10\|-0.39\|50.50\|51.66\|50.00\|160484;2026-03-30\|50.80\|-0.59\|50.00\|51.15\|49.20\|173847;2026-03-31\|49.64\|-2.28\|50.90\|51.30\|49.30\|173738;2026-04-01\|51.71\|4.17\|50.93\|51.82\|50.26\|233123;2026-04-02\|49.30\|-4.66\|51.30\|51.30\|48.80\|199680;2026-04-03\|49.04\|-0.53\|49.40\|50.10\|49.01\|148248;2026-04-07\|49.16\|0.24\|49.04\|50.16\|48.70\|140668;2026-04-08\|54.08\|10.01\|51.31\|54.08\|50.88\|233046;2026-04-09\|57.08\|5.55\|54.62\|58.42\|54.00\|582619;2026-04-10\|55.70\|-2.42\|57.04\|57.36\|55.30\|400727;2026-04-13\|54.44\|-2.26\|55.00\|55.99\|53.88\|331641;2026-04-14\|55.48\|1.91\|54.97\|56.28\|54.55\|426158;2026-04-15\|53.51\|-3.55\|55.65\|55.91\|53.08\|288061;2026-04-16\|58.86\|10.00\|58.86\|58.86\|58.86\|134900;2026-04-17\|59.10\|0.41\|62.28\|62.40\|57.55\|882114;2026-04-20\|58.17\|-1.57\|59.10\|59.82\|57.90\|561258;2026-04-21\|60.01\|3.16\|58.42\|60.01\|57.66\|627501;2026-04-22\|62.55\|4.23\|59.07\|62.65\|59.05\|619837;2026-04-23\|58.74\|-6.09\|60.00\|60.98\|58.01\|569631;2026-04-24\|55.26\|-5.92\|57.90\|58.19\|55.03\|428543;2026-04-27\|56.15\|1.61\|54.93\|57.00\|54.93\|270832;2026-04-28\|53.10\|-5.43\|55.95\|55.95\|53.01\|315830;2026-04-29\|54.71\|3.03\|50.97\|55.35\|50.68\|476523;2026-04-30\|52.65\|-3.77\|54.90\|54.90\|51.69\|366956;2026-05-06\|54.88\|4.24\|53.50\|56.48\|53.50\|307499;2026-05-07\|59.03\|7.56\|56.75\|59.24\|55.46\|466732;2026-05-08\|59.81\|1.32\|58.10\|60.70\|57.65\|415514;2026-05-11\|63.18\|5.63\|60.51\|63.88\|58.20\|644158;2026-05-12\|66.56\|5.35\|62.55\|69.35\|62.55\|749224;2026-05-13\|64.86\|-2.55\|65.82\|65.99\|63.06\|582430;2026-05-14\|63.30\|-2.41\|66.00\|66.20\|63.30\|502018;2026-05-15\|63.92\|0.98\|63.35\|66.68\|60.32\|560399;2026-05-18\|63.98\|0.09\|62.02\|66.00\|62.02\|474087;2026-05-19\|65.38\|2.19\|63.97\|66.30\|62.57\|413464;2026-05-20\|64.50\|-1.35\|64.37\|65.60\|61.89\|391367;2026-05-21\|63.34\|-1.80\|65.48\|67.33\|62.88\|550946;2026-05-22\|66.65\|5.23\|63.57\|68.14\|63.39\|535310;2026-05-25\|68.48\|2.75\|67.65\|69.00\|66.00\|540138;2026-05-26\|68.00\|-0.70\|69.00\|70.38\|66.86\|507602;2026-05-27\|68.80\|1.18\|67.51\|70.58\|65.17\|560339;2026-05-28\|66.06\|-3.98\|67.86\|69.00\|64.30\|539501;2026-05-29\|61.22\|-7.33\|66.09\|67.30\|60.34\|507923;2026-06-01\|55.98\|-8.56\|61.00\|61.34\|55.83\|412910;2026-06-02\|57.58\|2.86\|55.98\|58.54\|53.66\|338441;2026-06-03\|56.99\|-1.02\|56.90\|59.87\|56.23\|360827;2026-06-04\|62.69\|10.00\|57.00\|62.69\|56.57\|350877;2026-06-05\|61.25\|-2.30\|63.58\|65.00\|60.80\|492400;2026-06-08\|57.75\|-5.71\|58.80\|61.02\|57.68\|290166;2026-06-09\|59.80\|3.55\|59.00\|60.06\|57.65\|279785;2026-06-10\|55.84\|-6.62\|58.90\|58.97\|55.10\|260377;2026-06-11\|53.25\|-4.64\|55.01\|55.50\|52.56\|254070;2026-06-12\|52.71\|-1.01\|54.50\|55.30\|52.38\|247078;2026-06-15\|57.68\|9.43\|53.70\|57.88\|52.93\|320670;2026-06-16\|59.00\|2.29\|58.29\|59.60\|57.65\|270494;2026-06-17\|60.21\|2.05\|58.53\|62.79\|58.08\|368295;2026-06-18\|58.50\|-2.35\|59.98\|59.98\|58.13\|299919;2026-06-22\|55.93\|-4.39\|58.50\|58.77\|54.84\|372411;2026-06-23\|52.53\|-6.08\|55.56\|55.80\|52.10\|313915;2026-06-24\|52.44\|-0.17\|52.64\|53.86\|50.51\|282597;2026-06-25\|51.19\|-2.38\|52.50\|52.61\|50.83\|293282;2026-06-26\|48.20\|-5.84\|50.55\|50.55\|47.56\|299887;2026-06-29\|45.54\|-5.52\|48.21\|48.89\|43.98\|326280;2026-06-30\|48.04\|5.49\|46.37\|48.58\|45.88\|237013;2026-07-01\|45.98\|-4.29\|48.08\|48.83\|45.52\|275045;2026-07-02\|44.12\|-4.05\|44.95\|46.64\|43.72\|222019;2026-07-03\|45.46\|3.04\|43.88\|47.09\|43.36\|242922;2026-07-06\|42.81\|-5.83\|46.20\|46.29\|42.60\|239867;2026-07-07\|41.55\|-2.94\|42.70\|43.28\|40.99\|182559;2026-07-08\|39.67\|-4.52\|41.70\|41.85\|39.65\|179297;2026-07-09\|42.98\|8.34\|40.10\|43.30\|40.10\|341641;2026-07-10\|41.76\|-2.84\|43.13\|44.24\|41.76\|281945;2026-07-13\|39.22\|-6.08\|41.11\|42.81\|39.06\|290199;2026-07-14\|40.65\|3.65\|39.85\|40.80\|37.84\|249019;2026-07-15\|39.29\|-3.35\|41.07\|41.72\|39.10\|171199;2026-07-16\|37.68\|-4.10\|38.30\|39.88\|37.43\|181404;2026-07-17\|34.20\|-9.24\|37.90\|38.00\|33.91\|241185;2026-07-20\|32.93\|-3.71\|36.31\|36.38\|31.91\|284206;2026-07-21\|35.87\|8.93\|33.58\|35.98\|32.19\|370790;2026-07-22\|34.46\|-3.93\|35.61\|36.51\|34.20\|231281;2026-07-23\|34.40\|-0.17\|34.75\|35.49\|34.14\|169749;2026-07-24\|33.25\|-3.34\|33.58\|34.50\|33.00\|143718
41555		与宇树科技合资+人形机器人+机器人零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据科创板日报2026年6月30日报道，宇树科技、晋拓股份等于6月29日共同成立上海拓天智联科技有限公司，其中晋拓股份持股60%，宇树科技持股10%；据中国新闻网2026年7月2日报道，中国证监会已同意宇树科技IPO注册。 2、据2026年4月23日年报，公司深耕机器人精密零部件领域逾十载，核心产品覆盖手臂、腿部、关节臂等关键结构件，已与国内头部企业建立合作关系，2026年将机器人零部件业务作为战略核心，抢抓人形机器人零部件规模化发展机遇。 3、据2026年4月23日年报及2026年4月30日公告，公司主营铝合金精密压铸件，形成了以汽车零部件为主，同时涵盖机器人及工业自动化零部件、卫星通信零部件的多元化产品结构，协作机器人客户包括UR、越疆、节卡等知名厂商。	公司机器人业务主要为国际知名品牌柔性机器人提供零部件；公司与施耐德、UR机器人等合作，向其供应伺服马达、感应器、机器关节所需要的零部件	2026-03-17\|24.21\|2.50\|23.62\|24.90\|23.20\|121146;2026-03-18\|25.04\|3.43\|24.36\|25.10\|23.91\|82427;2026-03-19\|23.60\|-5.75\|24.58\|24.98\|23.48\|73219;2026-03-20\|23.71\|0.47\|24.33\|24.65\|23.60\|67681;2026-03-23\|24.78\|4.51\|24.19\|26.08\|24.19\|226323;2026-03-24\|25.26\|1.94\|25.38\|25.87\|23.64\|207180;2026-03-25\|25.05\|-0.83\|25.54\|25.77\|24.64\|102628;2026-03-26\|24.29\|-3.03\|25.05\|25.19\|24.00\|71942;2026-03-27\|24.00\|-1.19\|23.52\|24.36\|23.15\|73958;2026-03-30\|25.22\|5.08\|23.61\|25.80\|23.46\|112747;2026-03-31\|25.31\|0.36\|25.70\|26.08\|24.72\|78443;2026-04-01\|25.50\|0.75\|25.36\|25.83\|25.04\|63211;2026-04-02\|24.75\|-2.94\|25.48\|25.65\|24.57\|50839;2026-04-03\|23.81\|-3.80\|25.20\|25.20\|23.71\|48711;2026-04-07\|23.72\|-0.38\|23.94\|24.99\|23.53\|39400;2026-04-08\|26.09\|9.99\|24.26\|26.09\|23.87\|139986;2026-04-09\|26.30\|0.80\|26.00\|26.66\|25.80\|166976;2026-04-10\|26.07\|-0.87\|26.50\|26.90\|26.01\|94691;2026-04-13\|25.87\|-0.77\|25.80\|26.00\|25.33\|85595;2026-04-14\|25.60\|-1.04\|25.97\|26.20\|25.01\|70327;2026-04-15\|26.91\|5.12\|25.56\|28.16\|25.40\|192732;2026-04-16\|26.49\|-1.56\|26.90\|27.18\|25.89\|140766;2026-04-17\|26.20\|-1.09\|26.22\|26.66\|25.70\|139283;2026-04-20\|27.05\|3.24\|26.20\|28.10\|26.01\|212385;2026-04-21\|25.14\|-7.06\|27.00\|27.50\|24.50\|197858;2026-04-22\|25.59\|1.79\|24.94\|26.24\|24.48\|124388;2026-04-23\|23.95\|-6.41\|25.37\|25.60\|23.74\|143899;2026-04-24\|23.09\|-3.59\|23.90\|24.15\|22.76\|81225;2026-04-27\|25.40\|10.00\|22.95\|25.40\|22.77\|131994;2026-04-28\|25.06\|-1.34\|25.00\|26.07\|24.90\|126575;2026-04-29\|26.65\|6.34\|25.19\|27.07\|24.56\|133038;2026-04-30\|26.80\|0.56\|26.16\|27.20\|25.75\|95958;2026-05-06\|27.71\|3.40\|27.50\|29.00\|27.00\|138332;2026-05-07\|27.71\|0.00\|27.79\|28.35\|27.30\|105482;2026-05-08\|28.15\|1.59\|27.59\|28.68\|27.30\|85645;2026-05-11\|28.08\|-0.25\|27.71\|28.20\|27.40\|71916;2026-05-12\|30.89\|10.01\|28.16\|30.89\|28.16\|94936;2026-05-13\|30.73\|-0.52\|30.93\|31.30\|29.59\|215077;2026-05-14\|30.61\|-0.39\|30.20\|31.87\|30.20\|167024;2026-05-15\|30.47\|-0.46\|30.50\|31.46\|29.80\|182729;2026-05-18\|29.32\|-3.77\|30.17\|30.17\|29.00\|113584;2026-05-19\|28.64\|-2.32\|29.03\|29.64\|28.33\|96551;2026-05-20\|30.18\|5.38\|28.72\|30.57\|28.72\|125218;2026-05-21\|29.54\|-2.12\|30.78\|31.45\|29.49\|108034;2026-05-22\|29.76\|0.74\|29.48\|30.64\|28.83\|69921;2026-05-25\|31.01\|4.20\|29.50\|31.66\|29.50\|109967;2026-05-26\|28.46\|-8.22\|31.81\|32.60\|28.00\|164178;2026-05-27\|27.54\|-3.23\|28.51\|29.11\|27.04\|95958;2026-05-28\|28.00\|1.67\|27.54\|29.00\|26.85\|69294;2026-05-29\|27.20\|-2.86\|28.40\|28.52\|26.92\|58890;2026-06-01\|26.68\|-1.91\|26.54\|27.29\|26.45\|39805;2026-06-02\|26.50\|-0.67\|26.45\|26.78\|25.50\|51625;2026-06-03\|26.85\|1.32\|26.39\|27.94\|26.39\|49125;2026-06-04\|27.60\|2.79\|26.65\|28.26\|26.60\|63803;2026-06-05\|27.52\|-0.29\|28.00\|28.15\|26.28\|62254;2026-06-08\|28.57\|3.82\|26.29\|29.13\|26.29\|92447;2026-06-09\|31.43\|10.01\|31.00\|31.43\|30.00\|104153;2026-06-10\|31.00\|-1.37\|31.73\|32.24\|30.70\|162491;2026-06-11\|33.09\|6.74\|30.80\|33.78\|30.17\|179425;2026-06-12\|29.78\|-10.00\|33.09\|33.10\|29.78\|168885;2026-06-15\|30.37\|1.98\|30.00\|30.97\|29.39\|133785;2026-06-16\|31.63\|4.15\|30.11\|31.85\|30.00\|92632;2026-06-17\|33.13\|4.74\|31.31\|33.97\|30.80\|129284;2026-06-18\|36.44\|9.99\|33.79\|36.44\|33.01\|91703;2026-06-22\|36.93\|1.34\|37.10\|37.30\|34.50\|173880;2026-06-23\|37.00\|0.19\|36.50\|37.67\|35.74\|133311;2026-06-24\|36.22\|-2.11\|36.48\|37.80\|35.58\|101136;2026-06-25\|34.80\|-3.92\|36.22\|37.32\|34.22\|113658;2026-06-26\|33.97\|-2.39\|35.60\|35.60\|33.58\|97542;2026-06-29\|32.28\|-4.97\|33.40\|33.90\|30.87\|100764;2026-06-30\|35.51\|10.01\|32.30\|35.51\|31.80\|132762;2026-07-01\|33.16\|-6.62\|35.88\|36.65\|32.90\|117565;2026-07-02\|32.67\|-1.48\|32.61\|34.30\|32.16\|80438;2026-07-03\|35.94\|10.01\|33.35\|35.94\|33.01\|76752;2026-07-06\|39.53\|9.99\|37.34\|39.53\|37.00\|138060;2026-07-07\|37.04\|-6.30\|39.14\|42.29\|35.94\|328768;2026-07-08\|34.98\|-5.56\|36.65\|38.90\|34.80\|192537;2026-07-09\|34.44\|-1.54\|35.00\|36.38\|33.00\|130211;2026-07-10\|37.88\|9.99\|33.92\|37.88\|33.80\|120079;2026-07-13\|34.02\|-10.00\|37.69\|37.69\|34.02\|152044;2026-07-14\|35.99\|5.79\|34.80\|36.50\|32.62\|133395;2026-07-15\|35.00\|-2.75\|36.60\|36.96\|34.49\|117017;2026-07-16\|36.00\|2.86\|34.10\|37.80\|33.46\|168904;2026-07-17\|32.40\|-10.00\|35.02\|35.44\|32.40\|136742;2026-07-20\|29.16\|-10.00\|31.95\|31.95\|29.16\|93426;2026-07-21\|26.89\|-7.78\|27.26\|28.02\|26.24\|176356;2026-07-22\|25.82\|-3.98\|26.26\|26.77\|25.33\|117700;2026-07-23\|25.00\|-3.18\|25.72\|25.77\|24.90\|84518;2026-07-24\|24.30\|-2.80\|24.30\|25.31\|23.71\|63507
41554		液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 2、公司与华为在智慧空间领域一直保持着深度合作	2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.94\|0.34\|2.94\|3.03\|2.92\|1348909;2026-07-16\|2.91\|-1.02\|2.91\|2.98\|2.88\|1084836;2026-07-17\|2.71\|-6.87\|2.92\|2.98\|2.68\|1502383;2026-07-20\|2.61\|-3.69\|2.75\|2.80\|2.56\|1414461;2026-07-21\|2.68\|2.68\|2.61\|2.68\|2.40\|1835998;2026-07-22\|2.71\|1.12\|2.66\|2.76\|2.60\|1578530;2026-07-23\|2.77\|2.21\|2.71\|2.79\|2.68\|1224187;2026-07-24\|2.67\|-3.61\|2.73\|2.75\|2.65\|922913
41553	建滔积层板发涨价函	覆铜板龙头+AI PCB+上证50调入行业原因： 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、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	中国大陆最大的覆铜板制造商；公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586
41552	建滔积层板发涨价函	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域。	2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670
41551	建滔积层板发涨价函	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-03-17\|280.00\|-3.13\|305.01\|309.04\|280.00\|499209;2026-03-18\|289.65\|3.45\|282.13\|293.00\|277.01\|436798;2026-03-19\|277.28\|-4.27\|281.00\|283.58\|276.40\|326611;2026-03-20\|278.72\|0.52\|281.00\|286.90\|277.76\|331517;2026-03-23\|261.42\|-6.21\|267.82\|269.80\|260.47\|339920;2026-03-24\|266.06\|1.77\|263.23\|266.50\|259.18\|202279;2026-03-25\|266.44\|0.14\|270.79\|271.74\|265.00\|256858;2026-03-26\|268.89\|0.92\|265.11\|274.00\|262.43\|292531;2026-03-27\|262.10\|-2.53\|261.50\|265.99\|256.88\|228332;2026-03-30\|257.28\|-1.84\|257.00\|261.00\|252.68\|221769;2026-03-31\|251.00\|-2.44\|256.00\|261.00\|250.80\|219685;2026-04-01\|257.16\|2.45\|260.00\|261.00\|254.40\|230438;2026-04-02\|257.08\|-0.03\|256.00\|263.67\|254.20\|274305;2026-04-03\|263.68\|2.57\|258.04\|269.87\|258.00\|354970;2026-04-07\|264.88\|0.46\|266.19\|271.57\|263.01\|210926;2026-04-08\|285.88\|7.93\|273.98\|285.90\|270.05\|457691;2026-04-09\|278.02\|-2.75\|280.00\|283.70\|277.30\|341554;2026-04-10\|289.77\|4.23\|281.00\|295.80\|278.99\|484517;2026-04-13\|298.15\|2.89\|285.00\|301.99\|285.00\|450794;2026-04-14\|310.00\|3.97\|299.62\|314.00\|295.70\|581666;2026-04-15\|295.44\|-4.08\|310.00\|312.79\|292.55\|456222;2026-04-16\|303.50\|2.73\|298.70\|306.50\|293.00\|400180;2026-04-17\|326.42\|7.55\|305.04\|335.00\|301.36\|666512;2026-04-20\|343.00\|5.08\|329.00\|349.79\|326.90\|544758;2026-04-21\|330.90\|-3.53\|330.00\|338.88\|325.01\|499389;2026-04-22\|342.78\|3.59\|331.00\|345.00\|326.57\|465656;2026-04-23\|331.95\|-3.16\|346.11\|348.00\|326.00\|506822;2026-04-24\|315.59\|-4.93\|325.32\|333.80\|310.46\|515921;2026-04-27\|317.40\|0.57\|318.64\|327.00\|315.59\|350620;2026-04-28\|313.06\|-1.37\|320.00\|320.78\|309.28\|283772;2026-04-29\|333.87\|6.65\|306.00\|343.10\|304.00\|625825;2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304
41550	建滔积层板发涨价函	涨停揭秘：建滔积层板发布涨价函催化PCB上游材料涨价预期，公司HVLP5铜箔正处客户验证阶段，属高频高速PCB关键材料；涨停缘由：PCB行业景气度回升叠加原材料涨价预期强化，HVLP铜箔为AI服务器、高速通信设备必备材料，验证进展引发补涨预期；资金逻辑：小市值+高弹性特征显著，近期资金聚焦PCB板块轮动，主力净流入明显，机构持仓低位，易获游资接力；风险提示：HVLP5铜箔尚未形成收入，验证周期及结果存在不确定性，板块内部分化加剧，需警惕高位滞涨个股回调压力	公司HVLP5铜箔目前正在客户验证测试中，目前尚未形成收入	2026-03-17\|56.21\|-4.73\|59.28\|61.49\|56.21\|173369;2026-03-18\|58.34\|3.79\|57.33\|59.00\|54.43\|152977;2026-03-19\|55.32\|-5.18\|56.00\|56.38\|54.49\|113665;2026-03-20\|53.09\|-4.03\|55.81\|56.30\|53.00\|88459;2026-03-23\|50.10\|-5.63\|51.03\|53.64\|49.50\|104897;2026-03-24\|52.37\|4.53\|51.37\|52.70\|48.46\|83720;2026-03-25\|52.19\|-0.34\|52.50\|54.15\|51.50\|78531;2026-03-26\|51.97\|-0.42\|52.15\|55.54\|51.15\|106323;2026-03-27\|52.91\|1.81\|51.37\|54.43\|49.80\|87910;2026-03-30\|52.37\|-1.02\|51.52\|53.36\|51.50\|54567;2026-03-31\|49.10\|-6.24\|52.00\|52.22\|48.78\|92820;2026-04-01\|50.68\|3.22\|50.18\|51.40\|49.63\|69415;2026-04-02\|47.55\|-6.18\|50.08\|50.23\|47.00\|70307;2026-04-03\|47.17\|-0.80\|47.87\|50.21\|47.11\|57947;2026-04-07\|48.30\|2.40\|47.50\|49.51\|47.25\|69994;2026-04-08\|53.30\|10.35\|50.00\|53.48\|49.10\|112189;2026-04-09\|54.40\|2.06\|52.01\|55.30\|51.89\|100851;2026-04-10\|54.33\|-0.13\|54.04\|55.38\|54.00\|81488;2026-04-13\|55.65\|2.43\|53.70\|56.12\|53.69\|79336;2026-04-14\|56.71\|1.90\|55.77\|57.45\|55.37\|83140;2026-04-15\|57.62\|1.60\|56.60\|60.20\|56.60\|127784;2026-04-16\|57.48\|-0.24\|57.74\|58.88\|56.70\|79349;2026-04-17\|58.00\|0.90\|57.13\|59.20\|56.66\|64226;2026-04-20\|58.99\|1.71\|58.26\|62.46\|58.20\|103728;2026-04-21\|62.79\|6.44\|58.86\|64.20\|57.92\|150077;2026-04-22\|63.25\|0.73\|63.32\|68.57\|61.99\|153362;2026-04-23\|59.81\|-5.44\|63.25\|63.80\|59.72\|108290;2026-04-24\|57.97\|-3.08\|59.81\|60.30\|57.13\|70968;2026-04-27\|61.29\|5.73\|57.71\|62.88\|57.20\|121164;2026-04-28\|62.70\|2.30\|61.00\|64.59\|60.33\|127873;2026-04-29\|65.11\|3.84\|61.25\|66.17\|61.25\|145807;2026-04-30\|62.49\|-4.02\|64.00\|64.28\|61.16\|124332;2026-05-06\|66.13\|5.82\|62.83\|67.98\|61.89\|135441;2026-05-07\|73.99\|11.89\|65.48\|75.50\|63.63\|198747;2026-05-08\|72.31\|-2.27\|72.90\|75.96\|72.00\|144986;2026-05-11\|73.36\|1.45\|72.33\|74.86\|70.87\|131172;2026-05-12\|75.98\|3.57\|73.03\|78.99\|73.03\|136475;2026-05-13\|80.68\|6.19\|74.00\|84.20\|73.00\|185209;2026-05-14\|74.02\|-8.25\|80.35\|81.40\|74.02\|146664;2026-05-15\|72.07\|-2.63\|75.14\|75.99\|71.02\|127076;2026-05-18\|73.82\|2.43\|71.69\|76.00\|70.30\|102224;2026-05-19\|72.14\|-2.28\|73.45\|74.39\|70.01\|86150;2026-05-20\|73.45\|1.82\|70.80\|74.57\|69.59\|110365;2026-05-21\|70.35\|-4.22\|73.90\|76.20\|70.00\|99347;2026-05-22\|77.52\|10.19\|70.85\|80.66\|70.85\|138748;2026-05-25\|84.60\|9.13\|81.45\|85.29\|79.20\|146478;2026-05-26\|82.42\|-2.58\|82.51\|84.03\|78.55\|126452;2026-05-27\|82.20\|-0.27\|82.68\|88.82\|81.61\|156739;2026-05-28\|90.88\|10.56\|82.85\|92.87\|82.85\|174246;2026-05-29\|87.35\|-3.88\|90.00\|91.98\|85.00\|167709;2026-06-01\|80.20\|-8.19\|87.35\|89.35\|80.05\|138566;2026-06-02\|82.00\|2.24\|80.11\|84.60\|77.10\|128944;2026-06-03\|84.12\|2.59\|80.44\|88.71\|80.42\|127673;2026-06-04\|82.17\|-2.32\|82.83\|83.83\|80.13\|98456;2026-06-05\|82.00\|-0.21\|80.60\|85.88\|79.11\|105233;2026-06-08\|77.78\|-5.03\|75.03\|81.44\|74.66\|116852;2026-06-09\|81.26\|4.47\|79.00\|81.70\|78.03\|100235;2026-06-10\|80.26\|-1.23\|79.01\|82.98\|78.14\|95678;2026-06-11\|93.30\|16.25\|79.00\|94.68\|78.08\|215836;2026-06-12\|92.99\|-0.33\|92.82\|99.89\|89.60\|197645;2026-06-15\|97.24\|4.57\|96.00\|100.62\|94.02\|184762;2026-06-16\|109.21\|12.31\|98.50\|113.00\|98.33\|206878;2026-06-17\|103.00\|-5.69\|106.02\|110.50\|101.76\|192630;2026-06-18\|103.17\|0.17\|101.00\|105.19\|99.88\|146582;2026-06-22\|98.90\|-4.14\|103.10\|104.00\|96.67\|151766;2026-06-23\|95.08\|-3.86\|101.00\|101.60\|94.00\|111651;2026-06-24\|99.31\|4.45\|95.45\|100.38\|94.00\|122827;2026-06-25\|99.87\|0.56\|98.79\|102.60\|97.44\|124773;2026-06-26\|93.98\|-5.90\|97.58\|97.58\|91.09\|121068;2026-06-29\|84.64\|-9.94\|93.20\|94.33\|82.30\|142447;2026-06-30\|86.79\|2.54\|84.95\|89.00\|83.10\|93696;2026-07-01\|83.98\|-3.24\|87.83\|89.70\|83.56\|93145;2026-07-02\|78.61\|-6.39\|81.78\|83.60\|78.20\|96060;2026-07-03\|77.80\|-1.03\|78.60\|81.35\|76.09\|85554;2026-07-06\|72.86\|-6.35\|78.96\|80.47\|72.07\|90949;2026-07-07\|69.76\|-4.25\|73.00\|74.00\|68.75\|70135;2026-07-08\|66.13\|-5.20\|69.76\|70.36\|66.00\|61611;2026-07-09\|69.82\|5.58\|68.07\|69.99\|64.00\|77787;2026-07-10\|67.08\|-3.92\|70.14\|71.86\|67.04\|76912;2026-07-13\|60.80\|-9.36\|67.00\|67.10\|60.44\|76445;2026-07-14\|65.00\|6.91\|61.45\|65.64\|60.79\|72152;2026-07-15\|63.07\|-2.97\|66.01\|69.40\|62.56\|66784;2026-07-16\|60.92\|-3.41\|62.10\|64.90\|60.12\|77766;2026-07-17\|54.52\|-10.51\|61.00\|61.06\|54.01\|91322;2026-07-20\|46.02\|-15.59\|55.50\|57.00\|44.00\|144612;2026-07-21\|50.00\|8.65\|46.84\|50.18\|40.50\|136452;2026-07-22\|49.30\|-1.40\|49.58\|51.80\|48.66\|98947;2026-07-23\|49.56\|0.53\|50.28\|51.61\|48.88\|68802;2026-07-24\|47.95\|-3.25\|48.85\|49.93\|47.57\|49853
41549	建滔积层板发涨价函	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司RTF铜箔可用于高频高速柔性线路板等	2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636
41548	建滔积层板发涨价函	PCB钻针+AI服务器钻针+厦芝精密并购行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月30日投资者关系活动记录表，厦芝精密51%股权已完成交割，其AI服务器PCB钻针、极小径微钻订单旺盛，产能规模已接近全球第五，并计划2026年底月产能由1500万支扩至4000万支。 2、据2026年5月1日进展公告，发行股份收购厦芝精密剩余49%股权事项正与监管层沟通，预计5月快速推进，完成后将形成LED照明+PCB钻针双主业。 3、据2026年5月22日财闻，公司与关联方新设厦门市伊戈尔超硬涂层科技公司，强化高端涂层钻针配套能力。	公司拟收购厦门厦芝精密科技有限公司51%股权，标的为全球PCB龙头客户提供专业的微孔加工技术解决方案；其核心产品为PCB、FPC、IC载板以及AI PCB加工用钨钢微钻	2026-03-17\|101.82\|-7.86\|111.60\|112.00\|101.48\|47753;2026-03-18\|103.06\|1.22\|102.66\|107.30\|100.00\|34250;2026-03-19\|98.22\|-4.70\|99.74\|101.25\|97.80\|32818;2026-03-20\|95.07\|-3.21\|99.30\|100.97\|95.00\|26585;2026-03-23\|89.95\|-5.39\|92.53\|94.03\|89.29\|31492;2026-03-24\|95.22\|5.86\|92.06\|95.35\|90.35\|28245;2026-03-25\|98.60\|3.55\|96.80\|101.60\|95.58\|39694;2026-03-26\|97.03\|-1.59\|97.55\|99.80\|95.58\|20082;2026-03-27\|100.90\|3.99\|95.27\|102.68\|95.14\|26791;2026-03-30\|102.42\|1.51\|100.18\|103.83\|99.00\|28759;2026-03-31\|100.02\|-2.34\|103.60\|103.96\|98.70\|21766;2026-04-01\|100.61\|0.59\|101.54\|103.98\|99.51\|16745;2026-04-02\|99.35\|-1.25\|99.99\|102.09\|98.25\|16118;2026-04-03\|103.00\|3.67\|98.81\|103.80\|98.51\|24611;2026-04-07\|114.01\|10.69\|105.80\|120.04\|105.55\|62367;2026-04-08\|126.00\|10.52\|116.29\|128.66\|115.09\|64346;2026-04-09\|136.20\|8.10\|125.98\|139.80\|125.60\|75565;2026-04-10\|143.00\|4.99\|132.45\|145.98\|130.24\|68832;2026-04-13\|142.00\|-0.70\|145.57\|149.59\|140.55\|48929;2026-04-14\|149.10\|5.00\|143.01\|152.50\|141.00\|42753;2026-04-15\|151.87\|1.86\|147.00\|154.97\|147.00\|35861;2026-04-16\|155.80\|2.59\|149.10\|157.31\|141.00\|50242;2026-04-17\|150.73\|-3.25\|152.12\|157.32\|149.78\|36776;2026-04-20\|149.13\|-1.06\|153.44\|162.93\|144.80\|52389;2026-04-21\|147.00\|-1.43\|148.26\|150.99\|144.23\|25514;2026-04-22\|154.34\|4.99\|147.02\|155.50\|146.01\|35139;2026-04-23\|150.49\|-2.49\|156.01\|157.50\|149.50\|22972;2026-04-24\|141.63\|-5.89\|149.30\|150.02\|139.02\|26582;2026-04-27\|142.40\|0.54\|144.00\|144.79\|140.00\|23864;2026-04-28\|137.52\|-3.43\|140.99\|141.03\|133.99\|25731;2026-04-29\|145.14\|5.54\|137.04\|150.71\|133.36\|45395;2026-04-30\|157.00\|8.17\|146.59\|158.50\|144.49\|51848;2026-05-06\|155.20\|-1.15\|157.13\|160.79\|149.31\|38278;2026-05-07\|164.90\|6.25\|154.34\|168.04\|153.00\|41957;2026-05-08\|163.53\|-0.83\|160.03\|167.77\|159.01\|24825;2026-05-11\|172.00\|5.18\|164.00\|175.57\|163.58\|34955;2026-05-12\|174.79\|1.62\|170.80\|176.60\|165.23\|24806;2026-05-13\|180.37\|3.19\|173.14\|189.66\|173.14\|35022;2026-05-14\|183.22\|1.58\|187.68\|195.45\|181.00\|25453;2026-05-15\|181.80\|-0.78\|184.00\|191.99\|177.00\|23500;2026-05-18\|195.14\|7.34\|180.89\|199.80\|175.21\|34583;2026-05-19\|199.86\|2.42\|195.30\|205.97\|191.86\|32376;2026-05-20\|206.32\|3.23\|196.49\|212.78\|195.87\|31865;2026-05-21\|198.94\|-3.58\|214.69\|214.70\|195.00\|40502;2026-05-22\|238.73\|20.00\|202.71\|238.73\|202.71\|54736;2026-05-25\|263.55\|10.40\|254.81\|268.88\|240.10\|61361;2026-05-26\|247.54\|-6.07\|250.99\|257.88\|236.88\|50298;2026-05-27\|240.11\|-3.00\|247.53\|250.98\|235.18\|32184;2026-05-28\|179.82\|5.05\|171.22\|182.88\|167.00\|47040;2026-05-29\|168.05\|-6.55\|179.82\|179.83\|166.10\|42220;2026-06-01\|152.50\|-9.25\|166.09\|169.68\|151.99\|58945;2026-06-02\|168.90\|10.75\|152.00\|170.60\|149.11\|46182;2026-06-03\|172.04\|1.86\|175.00\|180.68\|165.56\|62655;2026-06-04\|195.73\|13.77\|170.00\|202.02\|170.00\|63945;2026-06-05\|194.85\|-0.45\|193.00\|205.00\|193.00\|48457;2026-06-08\|185.92\|-4.58\|170.85\|198.62\|170.85\|44422;2026-06-09\|203.00\|9.19\|195.01\|205.31\|181.28\|50540;2026-06-10\|187.01\|-7.88\|205.00\|206.20\|181.18\|49263;2026-06-11\|183.47\|-1.89\|183.64\|190.79\|180.60\|29159;2026-06-12\|187.72\|2.32\|196.00\|201.10\|183.47\|46357;2026-06-15\|225.26\|20.00\|189.99\|225.26\|182.25\|62209;2026-06-16\|232.52\|3.22\|225.23\|240.50\|220.50\|53324;2026-06-17\|233.99\|0.63\|231.23\|243.76\|225.08\|45328;2026-06-18\|240.77\|2.90\|229.31\|251.25\|227.00\|41796;2026-06-22\|227.50\|-5.51\|244.98\|255.23\|217.70\|60737;2026-06-23\|200.98\|-11.66\|225.76\|227.80\|198.00\|66118;2026-06-24\|195.80\|-2.58\|202.80\|206.18\|193.53\|58437;2026-06-25\|190.01\|-2.96\|196.00\|202.90\|177.10\|80296;2026-06-26\|190.62\|0.32\|189.08\|202.50\|185.70\|62178;2026-06-29\|200.00\|4.92\|193.29\|204.56\|180.50\|72010;2026-06-30\|183.92\|-8.04\|190.25\|193.67\|173.00\|80350;2026-07-01\|178.21\|-3.10\|182.80\|187.99\|175.11\|50673;2026-07-02\|169.85\|-4.69\|174.74\|178.89\|168.16\|41190;2026-07-03\|169.12\|-0.43\|166.80\|175.89\|164.38\|32218;2026-07-06\|152.65\|-9.74\|169.00\|169.88\|147.00\|57401;2026-07-07\|147.88\|-3.12\|153.49\|154.67\|144.72\|29880;2026-07-08\|146.66\|-0.82\|150.49\|152.88\|142.50\|32191;2026-07-09\|147.77\|0.76\|149.00\|150.46\|140.00\|41096;2026-07-10\|142.03\|-3.88\|152.21\|163.34\|142.03\|51828;2026-07-13\|132.00\|-7.06\|142.00\|144.00\|131.30\|49301;2026-07-14\|152.00\|15.15\|133.85\|158.40\|133.01\|84375;2026-07-15\|144.61\|-4.86\|150.48\|154.97\|143.50\|52823;2026-07-16\|139.29\|-3.68\|141.40\|148.82\|137.36\|38044;2026-07-17\|124.80\|-10.40\|138.72\|142.00\|121.97\|45954;2026-07-20\|106.45\|-14.70\|129.00\|132.00\|99.84\|77016;2026-07-21\|117.91\|10.77\|108.36\|118.38\|93.65\|64476;2026-07-22\|115.90\|-1.70\|115.79\|121.22\|113.89\|45041;2026-07-23\|116.66\|0.66\|117.98\|129.90\|115.01\|57071;2026-07-24\|114.66\|-1.71\|114.23\|118.90\|111.01\|36527
41547	建滔积层板发涨价函	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309
41546	建滔积层板发涨价函	PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-03-17\|78.01\|-5.35\|83.77\|84.77\|78.01\|34168;2026-03-18\|78.50\|0.63\|78.88\|79.65\|77.35\|17924;2026-03-19\|74.62\|-4.94\|77.00\|77.99\|74.21\|18320;2026-03-20\|72.42\|-2.95\|74.42\|76.50\|72.07\|20149;2026-03-23\|66.31\|-8.44\|71.55\|71.55\|65.88\|30333;2026-03-24\|75.88\|14.43\|69.00\|77.00\|66.33\|44750;2026-03-25\|78.28\|3.16\|78.00\|80.76\|77.00\|47755;2026-03-26\|74.30\|-5.08\|76.88\|77.43\|74.01\|32162;2026-03-27\|77.82\|4.74\|73.62\|80.33\|71.66\|43763;2026-03-30\|79.20\|1.77\|75.76\|80.75\|75.76\|31775;2026-03-31\|78.95\|-0.32\|78.81\|83.93\|77.88\|38204;2026-04-01\|79.48\|0.67\|82.00\|82.50\|78.69\|28162;2026-04-02\|76.90\|-3.25\|79.08\|79.91\|75.50\|29876;2026-04-03\|75.70\|-1.56\|77.52\|78.72\|75.59\|19352;2026-04-07\|77.55\|2.44\|75.99\|80.60\|75.70\|25483;2026-04-08\|87.30\|12.57\|80.15\|89.49\|79.10\|68551;2026-04-09\|88.78\|1.70\|86.30\|88.88\|84.82\|40814;2026-04-10\|88.28\|-0.56\|91.54\|96.98\|87.60\|72427;2026-04-13\|86.24\|-2.31\|86.80\|88.56\|85.66\|53160;2026-04-14\|87.13\|1.03\|86.98\|90.51\|86.45\|56773;2026-04-15\|98.56\|13.12\|87.97\|100.80\|86.93\|104961;2026-04-16\|94.16\|-4.46\|98.50\|98.50\|93.86\|60585;2026-04-17\|97.35\|3.39\|92.86\|100.56\|91.88\|66764;2026-04-20\|94.36\|-3.07\|97.00\|98.80\|93.30\|58451;2026-04-21\|94.08\|-0.30\|93.28\|94.69\|92.03\|33446;2026-04-22\|96.80\|2.89\|94.26\|98.50\|93.97\|39762;2026-04-23\|92.80\|-4.13\|97.10\|98.50\|91.71\|34817;2026-04-24\|89.32\|-3.75\|93.40\|94.79\|87.66\|38942;2026-04-27\|94.58\|5.89\|90.00\|96.85\|89.60\|38836;2026-04-28\|99.80\|5.52\|95.60\|101.89\|93.23\|69928;2026-04-29\|94.08\|-5.73\|97.00\|99.60\|93.87\|55426;2026-04-30\|93.22\|-0.91\|94.65\|95.85\|92.51\|30418;2026-05-06\|99.30\|6.52\|94.38\|100.30\|94.18\|68377;2026-05-07\|103.48\|4.21\|100.00\|105.77\|98.66\|64988;2026-05-08\|100.98\|-2.42\|102.14\|106.10\|100.00\|50061;2026-05-11\|121.18\|20.00\|103.00\|121.18\|102.80\|99897;2026-05-12\|131.76\|8.73\|130.50\|135.00\|122.50\|99974;2026-05-13\|136.50\|3.60\|130.00\|137.98\|127.70\|84338;2026-05-14\|148.00\|8.42\|132.00\|152.00\|127.55\|127612;2026-05-15\|139.90\|-5.47\|139.12\|150.05\|138.56\|94483;2026-05-18\|143.80\|2.79\|139.05\|148.03\|137.00\|100022;2026-05-19\|155.10\|7.86\|147.00\|156.88\|147.00\|101630;2026-05-20\|148.77\|-4.08\|157.99\|165.00\|143.79\|80534;2026-05-21\|142.35\|-4.32\|167.00\|173.42\|140.22\|125115;2026-05-22\|170.82\|20.00\|149.94\|170.82\|149.94\|77574;2026-05-25\|183.00\|7.13\|186.20\|189.66\|176.49\|121105;2026-05-26\|178.13\|-2.66\|180.00\|182.00\|165.11\|103596;2026-05-27\|167.13\|-6.18\|182.99\|182.99\|163.89\|100157;2026-05-28\|169.77\|1.58\|162.01\|174.53\|158.00\|92136;2026-05-29\|165.33\|-2.62\|169.46\|184.00\|163.30\|127375;2026-06-01\|159.89\|-3.29\|164.00\|167.89\|152.81\|72362;2026-06-02\|162.17\|1.43\|157.00\|163.45\|147.10\|80359;2026-06-03\|158.39\|-2.33\|161.12\|162.90\|153.20\|70321;2026-06-04\|171.68\|8.39\|155.39\|175.00\|155.00\|94303;2026-06-05\|176.50\|2.81\|166.12\|187.88\|161.77\|104518;2026-06-08\|177.56\|0.60\|164.80\|182.98\|160.80\|68803;2026-06-09\|181.00\|1.94\|183.00\|187.87\|170.80\|59657;2026-06-10\|169.01\|-6.62\|174.21\|177.38\|164.08\|52407;2026-06-11\|162.45\|-3.88\|165.41\|171.98\|159.02\|39455;2026-06-12\|154.44\|-4.93\|168.51\|172.39\|152.53\|63782;2026-06-15\|185.33\|20.00\|160.00\|185.33\|158.22\|89751;2026-06-16\|195.26\|5.36\|189.93\|202.89\|180.00\|119785;2026-06-17\|196.12\|0.44\|193.99\|213.88\|190.01\|109182;2026-06-18\|194.65\|-0.75\|196.51\|205.90\|190.44\|84169;2026-06-22\|187.50\|-3.67\|195.78\|199.97\|181.80\|85714;2026-06-23\|170.07\|-9.30\|180.00\|183.00\|168.51\|73120;2026-06-24\|171.90\|1.08\|168.80\|172.88\|164.00\|66973;2026-06-25\|186.33\|8.39\|180.00\|199.80\|174.00\|105512;2026-06-26\|198.81\|6.70\|181.11\|202.50\|175.33\|113605;2026-06-29\|191.33\|-3.76\|199.92\|201.01\|169.00\|110190;2026-06-30\|207.95\|8.77\|186.00\|209.94\|177.50\|90616;2026-07-01\|196.65\|-5.43\|201.00\|207.00\|187.06\|84233;2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|50577;2026-07-13\|129.10\|-7.80\|139.90\|143.80\|128.29\|57972;2026-07-14\|136.61\|5.82\|131.60\|139.00\|127.07\|47393;2026-07-15\|129.00\|-5.57\|139.12\|139.87\|128.46\|38655;2026-07-16\|121.85\|-5.54\|125.97\|129.98\|120.00\|42097;2026-07-17\|111.00\|-8.90\|123.00\|124.00\|111.00\|46993;2026-07-20\|95.76\|-13.73\|115.00\|115.20\|91.06\|66724;2026-07-21\|106.30\|11.01\|97.96\|107.00\|85.22\|68303;2026-07-22\|102.15\|-3.90\|105.53\|109.00\|101.31\|44817;2026-07-23\|100.18\|-1.93\|103.48\|107.27\|99.00\|41442;2026-07-24\|97.08\|-3.09\|100.00\|101.50\|95.70\|27660
41545	建滔积层板发涨价函	AI算力+PCB设备+年报预增+拟H股上市行业原因： 1、据中证报21日报道，封测涨价。业内人士表示，涨价主要三方面原因。首先是CoWoS产能不足，订单外溢带来封测产能紧张。其次是上游材料成本上扬。由于金银铜等贵金属涨价，导致引线框架等金属类封装材料价格上涨。最后是存储需求旺、带来结构性紧缺。 2、据科创板日报1月20日报道，台积电嘉义AP7工厂将新建WMCM先进封装产线，2026年产能有望翻番至每月6万片，并计划2027年再翻倍。公司原因： 1、据2026年1月20日公告，公司募投项目“PCB专用设备生产改扩建项目”新增实施地点，以应对AI算力产业快速发展带来的高端PCB设备需求。 2、据2026年1月13日公告，公司预计2025年净利润7.85-8.85亿元，同比增长160.64%-193.84%，主因AI服务器高多层板需求带动PCB专用设备订单大增。 3、据2026年1月20日证券时报网，公司H股上市已通过港交所主板聆讯，中金公司为独家保荐人。 4、据2025年4月21日年报，公司专注PCB专用设备，产品覆盖钻孔、曝光、成型、检测等关键工序，2024年已获全球最大FPC企业合作，市占率领先。	针对数据中心AI服务器、交换机等高多层板及高多层HDI 板，公司提供完善的成套解决方案，包括高精度通孔、盲孔、背钻加工设备，高解析度及层间对准度激光成像系统、高精密质量检测设备等	2026-03-17\|149.48\|-3.72\|155.26\|157.50\|149.40\|35120;2026-03-18\|157.99\|5.69\|152.00\|159.23\|151.20\|55119;2026-03-19\|152.81\|-3.28\|154.86\|156.97\|151.20\|37457;2026-03-20\|159.15\|4.15\|154.00\|161.77\|153.02\|55689;2026-03-23\|144.90\|-8.95\|154.79\|157.98\|143.00\|51527;2026-03-24\|159.50\|10.08\|146.67\|159.60\|143.79\|53695;2026-03-25\|162.00\|1.57\|158.99\|164.65\|157.00\|45151;2026-03-26\|164.15\|1.33\|160.43\|165.77\|158.00\|46853;2026-03-27\|168.69\|2.77\|158.98\|168.88\|158.17\|46401;2026-03-30\|176.17\|4.43\|164.30\|183.58\|164.30\|65985;2026-03-31\|162.20\|-7.93\|171.85\|175.60\|155.20\|77165;2026-04-01\|159.76\|-1.50\|165.50\|165.50\|155.00\|52388;2026-04-02\|157.05\|-1.70\|158.10\|159.48\|155.89\|25710;2026-04-03\|154.03\|-1.92\|157.20\|162.60\|154.03\|35074;2026-04-07\|153.21\|-0.53\|155.64\|157.50\|151.26\|28184;2026-04-08\|174.73\|14.05\|157.49\|178.90\|157.00\|70947;2026-04-09\|182.89\|4.67\|172.99\|189.84\|171.12\|86482;2026-04-10\|181.82\|-0.59\|184.72\|187.50\|180.01\|60278;2026-04-13\|183.25\|0.79\|179.81\|186.60\|179.05\|37528;2026-04-14\|192.44\|5.01\|182.01\|198.68\|181.12\|56498;2026-04-15\|188.77\|-1.91\|191.32\|195.12\|187.71\|41722;2026-04-16\|196.26\|3.97\|188.09\|196.99\|186.12\|42837;2026-04-17\|202.79\|3.33\|194.29\|203.41\|190.30\|54225;2026-04-20\|206.12\|1.64\|201.66\|207.94\|197.51\|51740;2026-04-21\|200.60\|-2.68\|199.93\|204.00\|193.16\|62536;2026-04-22\|198.32\|-1.14\|198.94\|202.00\|191.28\|63346;2026-04-23\|191.10\|-3.64\|199.04\|199.24\|188.51\|48485;2026-04-24\|186.56\|-2.38\|190.00\|190.98\|184.51\|35003;2026-04-27\|188.26\|0.91\|189.50\|195.22\|187.00\|46214;2026-04-28\|185.10\|-1.68\|188.27\|190.80\|183.82\|34635;2026-04-29\|185.11\|0.01\|183.00\|187.80\|180.44\|32332;2026-04-30\|182.59\|-1.36\|186.55\|189.80\|182.05\|36964;2026-05-06\|184.74\|1.18\|184.02\|188.00\|181.18\|49547;2026-05-07\|193.95\|4.99\|185.79\|194.88\|176.37\|62403;2026-05-08\|187.78\|-3.18\|186.35\|190.07\|183.00\|48351;2026-05-11\|201.91\|7.52\|189.03\|208.88\|188.21\|87442;2026-05-12\|210.20\|4.11\|196.60\|220.00\|192.60\|102694;2026-05-13\|233.97\|11.31\|206.42\|240.00\|205.50\|104564;2026-05-14\|218.39\|-6.66\|230.13\|232.94\|216.68\|78446;2026-05-15\|221.95\|1.63\|220.00\|228.00\|209.00\|68691;2026-05-18\|216.55\|-2.43\|219.21\|221.49\|212.06\|47115;2026-05-19\|218.31\|1.09\|215.70\|225.08\|214.00\|43118;2026-05-20\|224.00\|2.61\|219.00\|227.35\|217.48\|45510;2026-05-21\|249.46\|11.37\|228.90\|268.80\|228.90\|114465;2026-05-22\|274.00\|9.84\|256.00\|285.05\|248.48\|94925;2026-05-25\|284.99\|4.01\|279.00\|297.50\|274.00\|87044;2026-05-26\|285.36\|0.13\|279.88\|288.38\|270.02\|69635;2026-05-27\|303.00\|6.18\|280.00\|309.49\|271.00\|93916;2026-05-28\|294.99\|-2.64\|292.00\|299.10\|280.01\|68105;2026-05-29\|279.00\|-5.42\|294.43\|294.77\|275.07\|58275;2026-06-01\|275.80\|-1.15\|280.00\|290.01\|269.89\|42108;2026-06-02\|279.10\|1.20\|273.83\|284.90\|261.00\|52422;2026-06-03\|285.99\|2.47\|277.00\|291.00\|272.59\|66199;2026-06-04\|298.80\|4.48\|278.43\|304.86\|271.00\|67545;2026-06-05\|277.20\|-7.23\|291.00\|294.50\|276.12\|52396;2026-06-08\|277.67\|0.17\|265.00\|282.99\|260.49\|45297;2026-06-09\|288.68\|3.97\|283.95\|288.88\|274.50\|49693;2026-06-10\|270.81\|-6.19\|283.00\|283.88\|266.01\|39293;2026-06-11\|263.09\|-2.85\|272.00\|274.29\|261.00\|40961;2026-06-12\|277.00\|5.29\|272.88\|286.00\|270.97\|57876;2026-06-15\|304.40\|9.89\|281.76\|304.94\|273.00\|62283;2026-06-16\|326.00\|7.10\|304.86\|333.13\|304.56\|67025;2026-06-17\|328.08\|0.64\|319.30\|333.00\|319.00\|54091;2026-06-18\|337.00\|2.72\|328.00\|341.50\|322.00\|41000;2026-06-22\|338.96\|0.58\|340.60\|354.99\|327.50\|46810;2026-06-23\|346.44\|2.21\|335.00\|369.78\|329.05\|61888;2026-06-24\|357.46\|3.18\|342.42\|361.97\|337.10\|44067;2026-06-25\|387.54\|8.41\|356.99\|395.36\|340.50\|51951;2026-06-26\|370.78\|-4.32\|385.00\|392.51\|356.56\|38170;2026-06-29\|343.45\|-7.37\|365.60\|381.30\|340.01\|54462;2026-06-30\|360.65\|5.01\|350.00\|365.80\|340.08\|40936;2026-07-01\|376.61\|4.43\|360.65\|389.90\|360.65\|48238;2026-07-02\|348.60\|-7.44\|365.58\|381.54\|348.55\|41216;2026-07-03\|343.00\|-1.61\|348.61\|363.63\|336.41\|30998;2026-07-06\|342.90\|-0.03\|350.97\|359.78\|332.29\|29519;2026-07-07\|336.63\|-1.83\|342.90\|343.07\|323.00\|30642;2026-07-08\|314.00\|-6.72\|335.96\|350.02\|311.00\|51194;2026-07-09\|328.00\|4.46\|320.00\|329.37\|311.18\|39500;2026-07-10\|336.00\|2.44\|341.00\|362.30\|335.80\|51310;2026-07-13\|303.01\|-9.82\|333.01\|335.90\|302.89\|47715;2026-07-14\|327.00\|7.92\|304.46\|329.85\|302.48\|43274;2026-07-15\|312.00\|-4.59\|332.00\|333.00\|306.20\|32028;2026-07-16\|287.88\|-7.73\|303.05\|310.99\|283.85\|35018;2026-07-17\|256.30\|-10.97\|282.14\|286.30\|253.67\|41634;2026-07-20\|225.50\|-12.02\|265.00\|266.58\|215.00\|62503;2026-07-21\|259.46\|15.06\|226.78\|260.00\|207.65\|64073;2026-07-22\|250.05\|-3.63\|259.46\|268.86\|248.18\|39849;2026-07-23\|249.58\|-0.19\|252.46\|259.71\|244.30\|27494;2026-07-24\|260.34\|4.31\|243.60\|268.00\|240.00\|47312
41544	建滔积层板发涨价函	HVLP铜箔+PCB+次新股+陕西国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日互动易，胜宏科技参与公司战略配售，双方以AI服务器PCB的超低轮廓高频铜箔装备为核心合作产品，公司正推进相关合作。 2、据2026年6月10日互动易，公司目前产能饱满，正在抓紧交付，募投项目将提升交付能力；据2026年3月26日招股说明书，公司率先开展芯片封装、高频高速电路领域关键装备研制，已实现1.5μm载体铜箔制备，英伟达计划将HVLP铜箔搭载于新一代AI加速器。 3、公司于2026-03-31日上市，据2026年3月26日招股说明书，公司是国内电解铜箔整体解决方案龙头，2024年阴极辊及铜箔钛阳极市占率均居国内第一，产品用于PCB制造；公司控股股东为西北有色金属研究院，实际控制人为陕西省财政厅。	2026-03上市
41543	建滔积层板发涨价函	高速电连接器+PCB+AI服务器+回购行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年4月23日年报，公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货。 2、据2026年3月31日互动易，公司高速线缆主要为高速电连接器类线缆，已应用于AI服务器及数据中心服务器，并将持续跟踪高速互联、AIDC连接等领域技术演进。 3、据2026年4月1日公告，截至3月31日公司已累计回购172.71万股，占总股本0.41%，回购价32.29-38.36元/股，用于员工持股或股权激励，后续仍将择机继续实施。	公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货	2026-03-17\|37.22\|-0.83\|37.70\|38.20\|37.15\|57979;2026-03-18\|36.53\|-1.85\|37.50\|37.56\|36.21\|110576;2026-03-19\|35.29\|-3.39\|36.03\|36.03\|35.04\|98122;2026-03-20\|34.21\|-3.06\|35.59\|35.84\|34.15\|86918;2026-03-23\|32.67\|-4.50\|33.53\|33.92\|32.24\|137440;2026-03-24\|33.70\|3.15\|33.10\|33.70\|32.47\|77669;2026-03-25\|34.50\|2.37\|33.70\|34.97\|33.70\|82300;2026-03-26\|34.15\|-1.01\|34.62\|35.12\|34.05\|63977;2026-03-27\|34.10\|-0.15\|33.68\|34.50\|33.68\|50474;2026-03-30\|33.95\|-0.44\|33.76\|34.08\|33.32\|58533;2026-03-31\|33.77\|-0.53\|34.05\|34.75\|33.74\|68263;2026-04-01\|34.13\|1.07\|34.43\|34.43\|33.94\|54796;2026-04-02\|33.96\|-0.50\|34.13\|34.62\|33.78\|70916;2026-04-03\|33.77\|-0.56\|34.12\|34.14\|33.70\|41027;2026-04-07\|33.47\|-0.89\|33.76\|34.23\|33.33\|64705;2026-04-08\|40.16\|19.99\|34.13\|40.16\|33.86\|468548;2026-04-09\|44.07\|9.74\|41.00\|45.00\|40.97\|657627;2026-04-10\|42.82\|-2.84\|43.98\|44.35\|42.15\|431241;2026-04-13\|42.26\|-1.31\|42.48\|42.80\|41.30\|238335;2026-04-14\|42.02\|-0.57\|42.27\|43.96\|41.63\|266260;2026-04-15\|40.97\|-2.50\|42.10\|42.51\|40.83\|186769;2026-04-16\|43.23\|5.52\|41.37\|43.89\|40.41\|278886;2026-04-17\|43.14\|-0.21\|43.88\|44.25\|42.72\|211626;2026-04-20\|43.16\|0.05\|42.78\|44.66\|42.55\|189906;2026-04-21\|43.52\|0.83\|43.00\|43.98\|42.02\|205019;2026-04-22\|44.00\|1.10\|43.00\|44.80\|42.72\|224695;2026-04-23\|42.39\|-3.66\|44.03\|44.19\|42.10\|213118;2026-04-24\|44.26\|4.41\|42.18\|46.06\|42.17\|313705;2026-04-27\|44.15\|-0.25\|44.28\|45.19\|43.00\|227267;2026-04-28\|45.92\|4.01\|44.00\|46.90\|43.46\|370036;2026-04-29\|45.23\|-1.50\|45.92\|46.81\|44.73\|274061;2026-04-30\|45.00\|-0.51\|45.00\|45.97\|44.12\|211092;2026-05-06\|45.18\|0.40\|45.05\|46.59\|44.35\|267975;2026-05-07\|50.51\|11.80\|46.00\|51.30\|46.00\|428707;2026-05-08\|50.50\|-0.02\|50.00\|51.47\|49.15\|247250;2026-05-11\|51.90\|2.77\|50.93\|53.95\|50.88\|303425;2026-05-12\|54.18\|4.39\|51.21\|55.00\|50.42\|277901;2026-05-13\|53.12\|-1.96\|52.55\|56.79\|52.00\|337710;2026-05-14\|53.75\|1.19\|52.68\|55.81\|51.70\|301766;2026-05-15\|54.67\|1.71\|54.00\|55.87\|52.52\|282117;2026-05-18\|55.38\|1.30\|53.92\|56.00\|52.40\|278882;2026-05-19\|56.38\|1.81\|55.00\|57.24\|52.60\|278776;2026-05-20\|54.60\|-3.16\|55.80\|56.10\|53.08\|286964;2026-05-21\|50.95\|-6.68\|54.60\|55.23\|50.80\|304967;2026-05-22\|53.80\|5.59\|52.25\|54.29\|51.11\|243110;2026-05-25\|53.12\|-1.26\|54.00\|55.96\|52.10\|227710;2026-05-26\|55.01\|3.56\|53.10\|55.30\|51.87\|230917;2026-05-27\|52.85\|-3.93\|55.38\|57.75\|52.58\|210953;2026-05-28\|58.20\|10.12\|52.82\|59.16\|52.12\|357333;2026-05-29\|56.21\|-3.42\|59.11\|59.92\|55.68\|240059;2026-06-01\|53.81\|-3.86\|55.97\|56.88\|52.58\|234103;2026-06-02\|58.21\|8.18\|53.69\|59.20\|51.92\|324538;2026-06-03\|60.00\|3.08\|59.21\|61.90\|58.31\|360518;2026-06-04\|58.01\|-3.32\|58.90\|59.77\|57.16\|215528;2026-06-05\|59.13\|1.93\|57.00\|62.50\|56.48\|286866;2026-06-08\|57.35\|-3.01\|56.68\|60.37\|55.83\|261275;2026-06-09\|59.59\|3.91\|58.66\|60.10\|56.26\|240965;2026-06-10\|57.07\|-4.23\|58.06\|59.20\|56.00\|180002;2026-06-11\|54.34\|-4.78\|56.00\|57.81\|53.51\|217012;2026-06-12\|54.00\|-0.63\|55.51\|57.25\|53.65\|219314;2026-06-15\|61.22\|13.37\|54.50\|61.38\|53.36\|323030;2026-06-16\|63.89\|4.36\|62.46\|66.28\|61.92\|296172;2026-06-17\|66.31\|3.79\|62.74\|69.13\|62.50\|351246;2026-06-18\|72.19\|8.87\|66.25\|74.20\|66.00\|410623;2026-06-22\|68.56\|-5.03\|72.51\|73.50\|66.90\|341015;2026-06-23\|68.68\|0.17\|67.39\|70.89\|66.00\|249390;2026-06-24\|67.69\|-1.44\|68.00\|68.50\|64.03\|288710;2026-06-25\|66.86\|-1.23\|68.44\|68.70\|65.00\|223527;2026-06-26\|63.59\|-4.89\|66.00\|66.84\|63.00\|200657;2026-06-29\|56.05\|-11.86\|64.16\|64.50\|54.80\|365162;2026-06-30\|59.99\|7.03\|56.10\|60.50\|54.93\|256927;2026-07-01\|60.65\|1.10\|59.99\|62.98\|58.00\|236920;2026-07-02\|60.62\|-0.05\|58.17\|65.98\|57.51\|344469;2026-07-03\|64.50\|6.40\|62.00\|65.09\|59.81\|326104;2026-07-06\|62.85\|-2.56\|65.20\|65.65\|61.10\|359877;2026-07-07\|57.06\|-9.21\|62.00\|62.50\|56.73\|255384;2026-07-08\|54.59\|-4.33\|58.20\|58.46\|53.65\|179938;2026-07-09\|59.25\|8.54\|56.20\|59.42\|52.00\|248308;2026-07-10\|56.87\|-4.02\|59.50\|61.66\|56.70\|191167;2026-07-13\|50.08\|-11.94\|56.45\|57.55\|49.61\|210910;2026-07-14\|51.95\|3.73\|50.80\|53.23\|48.32\|179887;2026-07-15\|50.00\|-3.75\|52.96\|53.56\|49.60\|147514;2026-07-16\|48.94\|-2.12\|49.70\|51.65\|48.30\|126928;2026-07-17\|43.74\|-10.63\|48.30\|49.03\|43.00\|202031;2026-07-20\|38.82\|-11.25\|45.25\|46.13\|37.31\|299532;2026-07-21\|42.39\|9.20\|39.15\|42.40\|35.30\|251088;2026-07-22\|41.02\|-3.23\|42.03\|43.34\|40.58\|174836;2026-07-23\|40.73\|-0.71\|41.35\|43.26\|40.43\|174759;2026-07-24\|39.86\|-2.14\|40.29\|40.86\|38.60\|159758
41542	建滔积层板发涨价函	PCB+汽车电子+泰国工厂+国企改革行业原因： LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2025年年度报告2026年3月31日披露，公司2025年营收40.25亿元、净利4.66亿元，分别同比增长14.80%、6.47%，连续双增。 2、据2025年年度报告2026年3月31日披露，公司PCB以汽车电子为核心主业，产品覆盖计算与通信、新能源及电源等高景气领域，外销占比57.22%，并获Valeo、比亚迪、零跑等头部客户认证。 3、据互动易2026年3月24日及2025年年度报告2026年3月31日披露，泰国工厂一期已试产，定位中高端PCB，重点服务海外客户，优化全球供应链。 4、据2025年年度报告2026年3月31日披露，最终控制人为绵阳市国资委，具备国企改革属性。	1、印制电路板行业内的重要品牌之一；公司的印制电路板具有高精度、高密度、高可靠性的特点，已广泛应用于汽车电子、新能源及电源、计算机与通讯、工控医疗、多媒体与显示等领域； 2、公司是苹果的间接供应商，目前进入苹果产业链的产品主要用于电源系统及模块，键盘使用，数据线连接器等	2026-03-17\|12.30\|-4.65\|12.93\|12.94\|12.27\|304328;2026-03-18\|12.82\|4.23\|12.34\|12.84\|12.34\|390120;2026-03-19\|12.30\|-4.06\|12.55\|12.59\|12.22\|313804;2026-03-20\|11.86\|-3.58\|12.37\|12.54\|11.83\|273199;2026-03-23\|10.86\|-8.43\|11.50\|11.59\|10.72\|350571;2026-03-24\|11.37\|4.70\|11.29\|11.53\|11.00\|312517;2026-03-25\|11.70\|2.90\|11.45\|11.85\|11.42\|245791;2026-03-26\|11.57\|-1.11\|11.65\|11.91\|11.49\|191132;2026-03-27\|11.57\|0.00\|11.36\|11.71\|11.24\|147276;2026-03-30\|11.44\|-1.12\|11.26\|11.47\|11.06\|164172;2026-03-31\|11.06\|-3.32\|11.36\|11.48\|11.01\|210293;2026-04-01\|11.74\|6.15\|11.37\|12.17\|11.37\|536787;2026-04-02\|11.25\|-4.17\|11.73\|11.79\|11.15\|336102;2026-04-03\|11.12\|-1.16\|11.29\|11.40\|11.09\|190555;2026-04-07\|11.16\|0.36\|11.17\|11.37\|11.04\|168258;2026-04-08\|12.28\|10.04\|11.50\|12.28\|11.48\|617293;2026-04-09\|12.70\|3.42\|12.38\|12.82\|12.33\|820060;2026-04-10\|12.61\|-0.71\|12.78\|12.79\|12.52\|392786;2026-04-13\|12.87\|2.06\|12.40\|12.97\|12.38\|348816;2026-04-14\|12.94\|0.54\|12.88\|13.06\|12.75\|354364;2026-04-15\|12.68\|-2.01\|12.98\|13.03\|12.60\|266142;2026-04-16\|12.89\|1.66\|12.63\|12.99\|12.63\|257526;2026-04-17\|13.09\|1.55\|12.88\|13.24\|12.83\|329474;2026-04-20\|13.12\|0.23\|13.07\|13.31\|13.00\|310072;2026-04-21\|13.38\|1.98\|13.02\|13.38\|12.99\|341778;2026-04-22\|14.21\|6.20\|13.25\|14.72\|13.20\|862093;2026-04-23\|13.67\|-3.80\|14.23\|14.23\|13.57\|563379;2026-04-24\|13.45\|-1.61\|13.53\|13.76\|13.28\|353081;2026-04-27\|13.44\|-0.07\|13.58\|13.76\|13.36\|388300;2026-04-28\|12.97\|-3.50\|13.30\|13.32\|12.81\|333032;2026-04-29\|12.02\|-7.32\|11.73\|12.25\|11.70\|615994;2026-04-30\|11.45\|-4.74\|12.05\|12.15\|11.42\|400637;2026-05-06\|11.95\|4.37\|11.61\|12.34\|11.60\|519899;2026-05-07\|12.71\|6.36\|12.04\|13.07\|11.88\|524394;2026-05-08\|12.91\|1.57\|12.69\|13.06\|12.49\|383523;2026-05-11\|12.82\|-0.70\|12.96\|13.04\|12.63\|320423;2026-05-12\|12.90\|0.62\|12.80\|12.99\|12.57\|399020;2026-05-13\|13.00\|0.78\|12.77\|13.08\|12.64\|356843;2026-05-14\|12.40\|-4.62\|13.02\|13.07\|12.35\|350875;2026-05-15\|11.98\|-3.39\|12.40\|12.64\|11.82\|315383;2026-05-18\|12.22\|2.00\|11.84\|12.50\|11.71\|273139;2026-05-19\|12.21\|-0.08\|12.13\|12.24\|11.81\|206932;2026-05-20\|12.11\|-0.82\|12.12\|12.26\|11.94\|177756;2026-05-21\|11.67\|-3.63\|12.19\|12.48\|11.62\|297991;2026-05-22\|12.34\|5.74\|11.76\|12.39\|11.76\|332172;2026-05-25\|12.61\|2.19\|12.40\|12.66\|12.31\|352455;2026-05-26\|12.90\|2.30\|12.50\|13.06\|12.45\|510956;2026-05-27\|12.56\|-2.64\|12.82\|13.05\|12.37\|393615;2026-05-28\|12.97\|3.26\|12.55\|12.97\|12.39\|449722;2026-05-29\|12.63\|-2.62\|12.97\|13.31\|12.48\|555458;2026-06-01\|12.38\|-1.98\|12.62\|12.87\|12.00\|453867;2026-06-02\|12.52\|1.13\|12.54\|12.85\|12.31\|356062;2026-06-03\|12.59\|0.56\|12.40\|13.03\|12.38\|570775;2026-06-04\|13.07\|3.81\|12.41\|13.12\|12.38\|633475;2026-06-05\|13.31\|1.84\|12.94\|13.54\|12.52\|833071;2026-06-08\|13.00\|-2.33\|12.70\|13.37\|12.55\|521531;2026-06-09\|13.82\|6.31\|13.03\|13.87\|12.93\|710003;2026-06-10\|13.06\|-5.50\|13.53\|13.58\|12.78\|558228;2026-06-11\|13.98\|7.04\|12.72\|13.99\|12.25\|775749;2026-06-12\|13.38\|-4.29\|13.81\|14.14\|13.20\|609878;2026-06-15\|14.24\|6.43\|13.47\|14.70\|13.47\|706473;2026-06-16\|14.39\|1.05\|14.20\|14.63\|14.01\|696829;2026-06-17\|15.12\|5.07\|14.10\|15.45\|14.10\|744117;2026-06-18\|15.14\|0.13\|14.86\|15.30\|14.58\|668840;2026-06-22\|14.67\|-3.10\|15.14\|15.16\|14.23\|604680;2026-06-23\|13.39\|-8.73\|14.42\|14.44\|13.20\|565254;2026-06-24\|13.75\|2.69\|13.23\|13.76\|13.05\|382253;2026-06-25\|14.06\|2.25\|13.65\|14.20\|13.41\|402591;2026-06-26\|12.88\|-7.27\|13.68\|13.77\|12.75\|394708;2026-06-29\|12.19\|-5.36\|12.90\|13.15\|11.85\|371071;2026-06-30\|12.53\|2.79\|12.08\|12.65\|11.92\|278093;2026-07-01\|12.66\|1.04\|12.48\|13.13\|12.42\|301203;2026-07-02\|12.06\|-4.74\|12.20\|12.38\|11.88\|243713;2026-07-03\|12.02\|-0.33\|12.03\|12.22\|11.85\|207595;2026-07-06\|12.30\|2.33\|12.04\|12.34\|11.96\|201341;2026-07-07\|11.82\|-3.90\|12.15\|12.25\|11.51\|215644;2026-07-08\|10.95\|-7.36\|11.75\|11.86\|10.90\|243138;2026-07-09\|11.16\|1.92\|11.02\|11.19\|10.46\|274153;2026-07-10\|10.89\|-2.42\|11.16\|11.46\|10.89\|246858;2026-07-13\|10.02\|-7.99\|10.69\|10.82\|10.00\|227173;2026-07-14\|10.35\|3.29\|9.97\|10.48\|9.86\|205012;2026-07-15\|9.62\|-7.05\|10.16\|10.23\|9.56\|262485;2026-07-16\|9.57\|-0.52\|9.53\|9.77\|9.33\|157075;2026-07-17\|8.93\|-6.69\|9.48\|9.50\|8.89\|205611;2026-07-20\|8.45\|-5.38\|9.08\|9.14\|8.30\|232486;2026-07-21\|8.90\|5.33\|8.46\|8.94\|8.04\|301539;2026-07-22\|8.53\|-4.16\|8.78\|8.99\|8.51\|205870;2026-07-23\|8.68\|1.76\|8.57\|8.77\|8.51\|139920;2026-07-24\|8.51\|-1.96\|8.57\|8.71\|8.43\|113650
41541	建滔积层板发涨价函	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 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2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商；控股子公司大族数控研发、生产并销售 PCB 专用设备，产品覆盖钻孔、曝光、成型、检测等关键工序，适用于多层板、HDI 板、IC 封装基板、挠性及刚挠结合板等细分产品，客户包含全球众多知名 PCB 企业	2026-03-17\|63.73\|-5.39\|67.82\|68.26\|63.50\|293434;2026-03-18\|65.13\|2.20\|64.02\|65.48\|63.85\|276237;2026-03-19\|63.00\|-3.27\|64.40\|64.40\|62.48\|254050;2026-03-20\|64.59\|2.52\|63.78\|66.11\|62.53\|417423;2026-03-23\|59.90\|-7.26\|62.10\|63.96\|59.20\|392871;2026-03-24\|61.76\|3.11\|61.83\|62.38\|59.62\|291758;2026-03-25\|63.89\|3.45\|63.00\|66.06\|62.74\|336732;2026-03-26\|61.91\|-3.10\|64.34\|64.38\|61.58\|191922;2026-03-27\|62.86\|1.53\|60.49\|64.25\|60.48\|193336;2026-03-30\|63.85\|1.57\|62.83\|64.57\|61.40\|235728;2026-03-31\|61.28\|-4.03\|63.90\|64.55\|60.82\|249244;2026-04-01\|64.10\|4.60\|63.36\|64.50\|62.07\|311529;2026-04-02\|61.71\|-3.73\|63.90\|64.23\|60.89\|231456;2026-04-03\|63.86\|3.48\|62.23\|65.48\|61.81\|283844;2026-04-07\|64.36\|0.78\|64.59\|65.71\|63.26\|289710;2026-04-08\|70.80\|10.01\|67.90\|70.80\|65.42\|583577;2026-04-09\|76.36\|7.85\|71.00\|77.88\|70.54\|664940;2026-04-10\|76.55\|0.25\|76.36\|77.32\|75.55\|451462;2026-04-13\|75.78\|-1.01\|75.01\|76.82\|75.01\|326711;2026-04-14\|82.70\|9.13\|76.60\|83.36\|76.06\|554951;2026-04-15\|78.79\|-4.73\|82.62\|82.81\|78.40\|513557;2026-04-16\|86.67\|10.00\|77.81\|86.67\|77.81\|502765;2026-04-17\|87.56\|1.03\|88.40\|89.71\|86.27\|507345;2026-04-20\|89.18\|1.85\|88.59\|91.68\|86.70\|462654;2026-04-21\|92.80\|4.06\|89.60\|95.80\|88.84\|460231;2026-04-22\|94.18\|1.49\|91.31\|96.00\|91.31\|430254;2026-04-23\|103.60\|10.00\|95.00\|103.60\|93.56\|651194;2026-04-24\|102.46\|-1.10\|103.60\|105.99\|99.50\|526756;2026-04-27\|104.67\|2.16\|100.99\|107.00\|99.56\|511923;2026-04-28\|105.22\|0.53\|103.00\|110.96\|101.00\|577770;2026-04-29\|103.34\|-1.79\|104.00\|105.87\|101.17\|374459;2026-04-30\|100.72\|-2.54\|102.31\|104.11\|98.33\|632966;2026-05-06\|102.19\|1.46\|101.10\|103.95\|98.89\|541673;2026-05-07\|112.41\|10.00\|102.07\|112.41\|102.07\|413907;2026-05-08\|122.06\|8.58\|115.40\|122.92\|112.20\|649524;2026-05-11\|134.27\|10.00\|124.50\|134.27\|124.50\|674366;2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393;2026-07-13\|117.27\|-10.00\|131.19\|131.29\|117.27\|642909;2026-07-14\|119.50\|1.90\|113.40\|121.98\|107.56\|805767;2026-07-15\|114.36\|-4.30\|121.80\|122.20\|113.88\|463302;2026-07-16\|108.10\|-5.47\|113.29\|115.13\|106.60\|429713;2026-07-17\|101.91\|-5.73\|107.50\|109.63\|100.00\|573796;2026-07-20\|91.72\|-10.00\|103.96\|105.00\|91.72\|576076;2026-07-21\|100.89\|10.00\|93.30\|100.89\|87.29\|528979;2026-07-22\|104.93\|4.00\|104.45\|109.88\|104.04\|614079;2026-07-23\|105.30\|0.35\|106.50\|109.38\|103.30\|416517;2026-07-24\|101.76\|-3.36\|102.10\|105.28\|100.19\|334198
41540	建滔积层板发涨价函	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，是英伟达 AI 服务器 PCB 主力供应商	2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709
41539	建滔积层板发涨价函	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064
41538	建滔积层板发涨价函	PCB概念+汽车电子+高分红行业原因： 1、天风证券指出，英伟达全新架构发布带动PCB用量增长2-3倍、价值量提升4-5倍。 2、首创证券认为，PCB行业具有显著的客户认证壁垒，下游头部客户认证周期长、标准严苛，一旦通过便形成强合作黏性。公司原因： 1、据2026年4月21日年度报告，公司主营刚性、挠性印制电路板及SMT业务，产品主要应用于汽车电子、高频通讯领域，已进入星宇股份、东风科技等龙头供应链。 2、据2026年4月21日利润分配方案公告，公司拟每10股派5元含税，现金分红总额4,400万元，占2025年归母净利润65.96%。 3、据2025年11月19日机构调研，公司线路板产能逐年提升，2024年产量115万平米，研发费用同比增39%，新增发明专利11项，持续加码汽车与5G高频PCB。	国内领先的高频通讯板生产商；公司车载毫米波雷达等产品且已批量供货，与合众新能源、上汽时代、万帮数字能源等新能源领域的客户建立了合作	2026-03-17\|35.35\|-3.49\|36.81\|37.90\|35.30\|30235;2026-03-18\|37.04\|4.78\|35.40\|37.30\|35.40\|50859;2026-03-19\|35.91\|-3.05\|36.50\|36.97\|35.60\|29855;2026-03-20\|34.30\|-4.48\|36.00\|36.73\|34.30\|30692;2026-03-23\|30.87\|-10.00\|33.68\|33.68\|30.87\|39448;2026-03-24\|32.60\|5.60\|31.60\|32.78\|30.44\|38826;2026-03-25\|33.45\|2.61\|32.69\|34.15\|32.69\|34888;2026-03-26\|32.27\|-3.53\|33.49\|33.77\|32.02\|23981;2026-03-27\|32.88\|1.89\|32.01\|33.11\|31.50\|21062;2026-03-30\|33.75\|2.65\|32.46\|33.94\|31.77\|26982;2026-03-31\|32.97\|-2.31\|33.71\|33.98\|32.82\|20899;2026-04-01\|34.95\|6.01\|33.80\|36.27\|33.65\|60381;2026-04-02\|34.30\|-1.86\|35.20\|35.80\|33.88\|47028;2026-04-03\|33.25\|-3.06\|34.38\|34.58\|33.20\|26233;2026-04-07\|33.87\|1.86\|33.25\|34.49\|33.25\|22367;2026-04-08\|37.26\|10.01\|34.60\|37.26\|34.60\|35027;2026-04-09\|36.99\|-0.72\|38.38\|38.40\|36.61\|71428;2026-04-10\|36.33\|-1.78\|37.35\|37.90\|36.30\|50781;2026-04-13\|36.84\|1.40\|36.68\|37.25\|36.23\|37872;2026-04-14\|37.36\|1.41\|37.00\|37.49\|36.63\|52896;2026-04-15\|36.45\|-2.44\|37.33\|37.33\|36.30\|38957;2026-04-16\|37.08\|1.73\|36.56\|37.44\|36.33\|42352;2026-04-17\|37.58\|1.35\|37.07\|37.75\|36.81\|44931;2026-04-20\|37.51\|-0.19\|37.50\|37.96\|37.11\|35125;2026-04-21\|37.77\|0.69\|36.90\|38.08\|36.72\|43310;2026-04-22\|37.85\|0.21\|37.40\|38.06\|37.30\|36159;2026-04-23\|36.96\|-2.35\|37.91\|37.94\|36.60\|37446;2026-04-24\|37.21\|0.68\|36.74\|37.44\|36.18\|29782;2026-04-27\|38.08\|2.34\|36.98\|38.13\|36.81\|34626;2026-04-28\|35.84\|-5.88\|36.36\|36.88\|34.66\|55996;2026-04-29\|35.44\|-1.12\|35.79\|36.26\|35.33\|33367;2026-04-30\|34.73\|-2.00\|35.28\|35.62\|34.54\|26669;2026-05-06\|35.39\|1.90\|35.00\|35.87\|34.90\|28796;2026-05-07\|38.93\|10.00\|35.43\|38.93\|35.02\|51480;2026-05-08\|38.55\|-0.98\|38.99\|39.03\|38.00\|68028;2026-05-11\|38.99\|1.14\|38.83\|39.55\|38.41\|55450;2026-05-12\|38.21\|-2.00\|38.87\|38.87\|37.81\|37143;2026-05-13\|38.43\|0.58\|37.93\|38.91\|37.91\|37320;2026-05-14\|37.20\|-3.20\|38.55\|38.58\|37.00\|29904;2026-05-15\|36.10\|-2.96\|37.26\|37.66\|35.68\|31792;2026-05-18\|37.02\|2.55\|36.10\|37.20\|35.40\|26340;2026-05-19\|37.38\|0.97\|36.85\|37.38\|36.10\|28806;2026-05-20\|36.97\|-1.10\|37.18\|37.34\|36.30\|25038;2026-05-21\|35.40\|-4.25\|37.06\|37.88\|35.25\|48986;2026-05-22\|37.26\|5.25\|35.39\|37.35\|35.39\|42861;2026-05-25\|37.57\|0.83\|37.29\|37.70\|36.70\|38414;2026-05-26\|38.20\|1.68\|37.38\|38.40\|37.21\|51329;2026-05-27\|37.50\|-1.83\|37.82\|38.99\|36.75\|51659;2026-05-28\|38.56\|2.83\|37.45\|38.56\|36.30\|56497;2026-05-29\|35.85\|-7.03\|38.58\|38.77\|35.50\|63149;2026-06-01\|36.92\|2.98\|35.20\|37.86\|34.86\|49621;2026-06-02\|35.88\|-1.48\|36.33\|37.77\|35.53\|37814;2026-06-03\|35.90\|0.06\|35.77\|37.70\|35.35\|50105;2026-06-04\|35.01\|-2.48\|35.16\|36.29\|34.00\|43692;2026-06-05\|33.89\|-3.20\|34.44\|35.48\|32.51\|47942;2026-06-08\|32.57\|-3.90\|32.45\|33.47\|31.70\|34565;2026-06-09\|34.32\|5.37\|33.00\|34.80\|32.06\|50947;2026-06-10\|33.88\|-1.28\|33.68\|34.80\|33.37\|30496;2026-06-11\|33.40\|-1.42\|33.51\|33.99\|32.52\|26129;2026-06-12\|33.44\|0.12\|33.79\|35.36\|33.21\|44129;2026-06-15\|35.69\|6.73\|33.47\|35.84\|33.47\|46695;2026-06-16\|36.53\|2.35\|35.98\|36.92\|35.44\|56942;2026-06-17\|37.24\|1.94\|36.33\|37.74\|36.12\|44104;2026-06-18\|36.90\|-0.91\|37.24\|37.49\|36.51\|33153;2026-06-22\|36.30\|-1.63\|37.10\|37.10\|34.93\|42405;2026-06-23\|34.82\|-4.08\|36.22\|36.22\|34.46\|35168;2026-06-24\|35.08\|0.75\|34.48\|36.19\|34.23\|32679;2026-06-25\|35.17\|0.26\|35.10\|35.46\|34.25\|37829;2026-06-26\|36.13\|2.73\|34.88\|36.54\|34.13\|56416;2026-06-29\|32.52\|-9.99\|36.01\|36.10\|32.52\|53580;2026-06-30\|33.88\|4.18\|32.01\|34.08\|31.07\|43925;2026-07-01\|32.48\|-4.13\|33.80\|34.30\|32.23\|44281;2026-07-02\|31.29\|-3.66\|32.08\|33.26\|31.02\|34347;2026-07-03\|30.38\|-2.91\|31.28\|31.36\|30.22\|29996;2026-07-06\|29.08\|-4.28\|30.55\|30.75\|29.06\|32117;2026-07-07\|27.68\|-4.81\|29.07\|29.12\|27.30\|26417;2026-07-08\|26.53\|-4.15\|27.83\|28.00\|26.48\|21791;2026-07-09\|27.13\|2.26\|26.74\|27.40\|25.60\|26800;2026-07-10\|27.13\|0.00\|27.10\|28.29\|27.10\|27703;2026-07-13\|25.24\|-6.97\|27.13\|27.20\|25.12\|30280;2026-07-14\|26.64\|5.55\|25.24\|26.69\|24.89\|30305;2026-07-15\|25.84\|-3.00\|26.48\|27.41\|25.60\|21645;2026-07-16\|25.85\|0.04\|25.50\|26.50\|25.35\|23336;2026-07-17\|24.24\|-6.23\|25.63\|25.80\|23.86\|23882;2026-07-20\|22.19\|-8.46\|24.24\|24.73\|21.86\|27093;2026-07-21\|23.49\|5.86\|22.40\|23.55\|20.81\|31318;2026-07-22\|22.87\|-2.64\|23.28\|23.57\|22.60\|18284;2026-07-23\|23.50\|2.75\|22.87\|23.60\|22.65\|16152;2026-07-24\|23.26\|-1.02\|23.24\|23.75\|22.88\|13316
41537	建滔积层板发涨价函	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品	2026-03-17\|108.80\|-7.01\|118.33\|119.33\|108.50\|78175;2026-03-18\|119.68\|10.00\|110.45\|119.68\|109.56\|91640;2026-03-19\|115.73\|-3.30\|119.00\|120.08\|114.80\|94368;2026-03-20\|110.03\|-4.93\|116.95\|117.49\|109.79\|110693;2026-03-23\|99.03\|-10.00\|106.00\|106.00\|99.03\|108138;2026-03-24\|102.88\|3.89\|101.00\|103.38\|99.08\|75587;2026-03-25\|106.47\|3.49\|105.75\|109.60\|105.45\|79106;2026-03-26\|114.93\|7.95\|107.00\|117.12\|106.77\|187712;2026-03-27\|114.87\|-0.05\|112.58\|117.61\|110.81\|155033;2026-03-30\|117.35\|2.16\|111.00\|120.45\|111.00\|110661;2026-03-31\|116.33\|-0.87\|117.43\|122.00\|114.00\|95364;2026-04-01\|120.35\|3.46\|119.50\|124.00\|118.00\|98704;2026-04-02\|115.79\|-3.79\|120.88\|121.00\|115.00\|65891;2026-04-03\|116.90\|0.96\|116.65\|122.26\|115.60\|78305;2026-04-07\|114.20\|-2.31\|116.40\|117.80\|112.85\|73288;2026-04-08\|125.62\|10.00\|118.77\|125.62\|117.61\|88975;2026-04-09\|127.12\|1.19\|128.13\|133.70\|126.14\|141250;2026-04-10\|126.81\|-0.24\|128.00\|130.51\|125.10\|109530;2026-04-13\|132.00\|4.09\|126.62\|133.67\|126.61\|129923;2026-04-14\|133.08\|0.82\|133.20\|138.50\|130.50\|134776;2026-04-15\|127.86\|-3.92\|132.88\|133.21\|127.36\|100742;2026-04-16\|135.65\|6.09\|128.97\|136.66\|128.02\|98440;2026-04-17\|149.22\|10.00\|137.02\|149.22\|137.02\|105939;2026-04-20\|148.30\|-0.62\|151.90\|153.88\|146.24\|130231;2026-04-21\|158.30\|6.74\|148.30\|159.80\|147.80\|119000;2026-04-22\|158.52\|0.14\|158.28\|163.06\|156.48\|105070;2026-04-23\|168.38\|6.22\|160.12\|172.88\|157.00\|148424;2026-04-24\|170.60\|1.32\|171.83\|185.22\|167.80\|177282;2026-04-27\|172.20\|0.94\|174.86\|179.61\|170.00\|115582;2026-04-28\|165.11\|-4.12\|172.17\|175.00\|164.00\|119783;2026-04-29\|164.00\|-0.67\|163.01\|167.10\|159.22\|92775;2026-04-30\|163.25\|-0.46\|165.02\|169.18\|161.60\|94561;2026-05-06\|179.58\|10.00\|169.51\|179.58\|169.51\|110066;2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961;2026-07-20\|158.46\|-10.00\|170.07\|172.91\|158.46\|118197;2026-07-21\|174.31\|10.00\|159.00\|174.31\|148.00\|129820;2026-07-22\|166.80\|-4.31\|174.32\|178.88\|166.20\|99540;2026-07-23\|160.50\|-3.78\|169.00\|172.72\|158.81\|94653;2026-07-24\|160.50\|0.00\|158.00\|165.98\|155.10\|69740
41536	建滔积层板发涨价函	AI算力PCB+存储芯片行业原因： 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3月31日年报，公司将AI服务器作为最核心战略增长方向，正推进材料向M9等级升级，并在泰国大规模投资建设AI算力高阶PCB扩产项目。 2、据2026年3月31日年报及2025年10月21日招股说明书，公司存储产品应用于机械硬盘、固态硬盘等，与希捷、西部数据、海力士等稳定合作，企业级固态硬盘迎来持续增长。 3、公司主营业务为印制电路板的研发、生产和销售，产品广泛应用于AI服务器、存储装置、汽车电子等领域，是国内少数具备多阶及任意层互连HDI量产能力的公司之一。	2025-10上市	2026-03-17\|95.80\|8.63\|90.00\|97.01\|89.49\|189769;2026-03-18\|98.30\|2.61\|94.65\|99.99\|90.15\|142858;2026-03-19\|91.65\|-6.76\|93.50\|94.99\|91.29\|80709;2026-03-20\|87.21\|-4.84\|93.53\|93.60\|86.82\|80804;2026-03-23\|78.49\|-10.00\|85.09\|85.90\|78.49\|70701;2026-03-24\|80.27\|2.27\|78.28\|80.38\|76.28\|71876;2026-03-25\|88.30\|10.00\|80.09\|88.30\|78.69\|29103;2026-03-26\|85.97\|-2.64\|89.00\|91.50\|85.79\|90267;2026-03-27\|87.53\|1.81\|85.54\|90.13\|84.40\|51912;2026-03-30\|84.98\|-2.91\|87.50\|87.50\|82.38\|45489;2026-03-31\|78.78\|-7.30\|83.66\|83.99\|77.59\|56306;2026-04-01\|79.60\|1.04\|80.99\|83.88\|78.60\|47797;2026-04-02\|77.52\|-2.61\|79.68\|80.70\|76.22\|43454;2026-04-03\|76.12\|-1.81\|77.78\|79.25\|75.28\|28550;2026-04-07\|76.38\|0.34\|76.47\|79.30\|75.75\|37784;2026-04-08\|84.02\|10.00\|79.08\|84.02\|78.70\|56941;2026-04-09\|88.49\|5.32\|84.70\|90.20\|84.44\|80679;2026-04-10\|87.19\|-1.47\|88.74\|89.48\|86.70\|42831;2026-04-13\|86.05\|-1.31\|85.86\|88.55\|85.86\|34408;2026-04-14\|90.02\|4.61\|88.50\|91.00\|86.05\|63154;2026-04-15\|89.47\|-0.61\|89.75\|91.50\|88.00\|46696;2026-04-16\|91.02\|1.73\|90.46\|92.88\|89.47\|40752;2026-04-17\|91.63\|0.67\|91.20\|93.87\|90.00\|44432;2026-04-20\|96.27\|5.06\|91.63\|99.02\|91.00\|58698;2026-04-21\|97.82\|1.61\|95.54\|99.88\|93.28\|46503;2026-04-22\|102.02\|4.29\|96.30\|105.00\|96.30\|52750;2026-04-23\|98.08\|-3.86\|102.00\|102.50\|97.80\|40994;2026-04-24\|95.00\|-3.14\|96.81\|99.51\|94.75\|39512;2026-04-27\|98.30\|3.47\|96.00\|99.40\|94.99\|35932;2026-04-28\|92.00\|-6.41\|98.00\|98.00\|91.97\|59712;2026-04-29\|90.86\|-1.24\|92.00\|94.19\|89.14\|44132;2026-04-30\|96.18\|5.86\|89.49\|99.30\|89.22\|61279;2026-05-06\|98.80\|2.72\|98.11\|100.99\|94.88\|51564;2026-05-07\|104.49\|5.76\|98.70\|105.56\|97.02\|42157;2026-05-08\|101.60\|-2.77\|103.00\|103.45\|99.00\|33694;2026-05-11\|99.70\|-1.87\|101.71\|106.17\|98.08\|74784;2026-05-12\|96.62\|-3.09\|99.98\|99.98\|95.53\|37191;2026-05-13\|101.72\|5.28\|95.19\|102.68\|92.62\|61297;2026-05-14\|99.90\|-1.79\|101.71\|106.80\|99.50\|48650;2026-05-15\|93.33\|-6.58\|100.99\|100.99\|92.30\|52392;2026-05-18\|91.95\|-1.48\|94.81\|96.80\|91.65\|49190;2026-05-19\|92.32\|0.40\|91.66\|94.85\|88.40\|62547;2026-05-20\|94.61\|2.48\|92.97\|97.76\|92.35\|56716;2026-05-21\|91.17\|-3.64\|95.18\|99.70\|90.80\|56443;2026-05-22\|95.12\|4.33\|92.46\|95.88\|91.53\|55713;2026-05-25\|94.86\|-0.27\|96.01\|101.93\|94.20\|77693;2026-05-26\|94.23\|-0.66\|93.50\|96.76\|91.85\|57571;2026-05-27\|91.24\|-3.17\|95.00\|96.66\|90.00\|41368;2026-05-28\|94.79\|3.89\|90.74\|96.35\|89.30\|44153;2026-05-29\|90.61\|-4.41\|94.92\|95.07\|89.16\|47764;2026-06-01\|86.84\|-4.16\|90.66\|91.88\|86.58\|40653;2026-06-02\|87.07\|0.26\|88.30\|89.65\|84.28\|31629;2026-06-03\|85.74\|-1.53\|87.85\|89.46\|84.30\|29922;2026-06-04\|83.98\|-2.05\|85.06\|85.77\|82.15\|34718;2026-06-05\|82.00\|-2.36\|83.98\|86.10\|81.51\|31156;2026-06-08\|78.85\|-3.84\|79.00\|82.95\|77.67\|36308;2026-06-09\|83.20\|5.52\|80.70\|84.95\|80.02\|36735;2026-06-10\|80.50\|-3.25\|81.99\|82.91\|79.10\|26394;2026-06-11\|78.58\|-2.39\|79.35\|81.00\|77.67\|21320;2026-06-12\|83.98\|6.87\|81.00\|86.44\|81.00\|64661;2026-06-15\|85.59\|1.92\|83.57\|86.31\|82.88\|61550;2026-06-16\|94.15\|10.00\|85.61\|94.15\|85.61\|57412;2026-06-17\|102.97\|9.37\|95.58\|103.57\|94.44\|114073;2026-06-18\|101.18\|-1.74\|101.12\|103.56\|99.00\|57192;2026-06-22\|98.04\|-3.10\|102.00\|102.66\|96.54\|44903;2026-06-23\|93.72\|-4.41\|97.58\|97.58\|92.51\|35506;2026-06-24\|91.10\|-2.80\|90.99\|94.20\|89.23\|34626;2026-06-25\|92.87\|1.94\|91.59\|93.98\|89.80\|51998;2026-06-26\|89.00\|-4.17\|91.15\|93.13\|87.89\|46660;2026-06-29\|85.03\|-4.46\|88.89\|88.97\|82.00\|39312;2026-06-30\|89.09\|4.77\|85.54\|90.77\|85.29\|32848;2026-07-01\|89.10\|0.01\|89.59\|91.54\|87.40\|53837;2026-07-02\|87.13\|-2.21\|86.60\|92.00\|85.49\|49650;2026-07-03\|85.71\|-1.63\|87.01\|89.80\|85.22\|34265;2026-07-06\|85.53\|-0.21\|85.71\|87.80\|83.50\|35413;2026-07-07\|82.69\|-3.32\|85.53\|87.85\|81.68\|34061;2026-07-08\|79.50\|-3.67\|82.11\|82.99\|78.05\|27424;2026-07-09\|82.55\|3.84\|80.98\|82.82\|77.00\|34170;2026-07-10\|81.02\|-1.85\|82.88\|84.83\|81.00\|34223;2026-07-13\|78.48\|-3.13\|80.12\|83.30\|76.77\|35808;2026-07-14\|82.06\|4.56\|78.40\|82.77\|77.69\|38729;2026-07-15\|83.64\|1.93\|79.59\|84.77\|79.59\|46337;2026-07-16\|86.50\|3.42\|82.00\|88.50\|80.41\|56419;2026-07-17\|77.85\|-10.00\|86.01\|86.50\|77.85\|59190;2026-07-20\|72.52\|-6.85\|77.08\|78.78\|70.28\|51251;2026-07-21\|78.00\|7.56\|72.22\|78.47\|67.59\|40856;2026-07-22\|78.50\|0.64\|77.66\|80.75\|76.78\|27403;2026-07-23\|79.18\|0.87\|77.60\|80.88\|77.60\|21708;2026-07-24\|78.30\|-1.11\|78.01\|80.00\|77.04\|15981
41535	建滔积层板发涨价函	PCB+人形机器人+佛山国资行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2025年11月14日互动易，公司向T客户批量供应人形机器人核心控制模块PCB，已完成三代迭代并交付首批量产样品，北美与国内3家头部客户合作落地。 2、据2026年1月14日机构调研，公司为T客户储能超级工厂主力PCB供应商，2024年T客户储能装机量由14.7GWh升至31.4GWh，公司储能PCB同步放量，并获伊顿、ABB等国际客户订单。 3、据2025年8月27日公告，公司投资15亿元建设“芯创智载”新一代PCB智造基地，2026年中投产后将新增芯片内嵌式PCB 18万㎡/年、高阶HDI 48万㎡/年，面向新能源汽车、人形机器人、数据中心等高端应用。 4、据2025年4月16日投资者关系活动记录表，公司最终控制人为佛山市顺德区国有资产监督管理局，顺控集团入主后提供资金及市场资源支持，助力新能源汽车、储能、机器人等业务拓展。	特斯拉汽车、人形机器人PCB供货商，产品包括高精密互连HDI，软板（FPC）等	2026-03-17\|53.07\|-4.34\|56.00\|56.34\|53.00\|211396;2026-03-18\|54.43\|2.56\|54.21\|54.88\|53.31\|183527;2026-03-19\|52.78\|-3.03\|53.24\|53.72\|52.50\|174426;2026-03-20\|51.72\|-2.01\|53.30\|53.83\|51.60\|165203;2026-03-23\|49.90\|-3.52\|51.14\|53.31\|49.61\|298116;2026-03-24\|50.80\|1.80\|51.00\|51.00\|49.26\|209243;2026-03-25\|51.66\|1.69\|51.30\|52.05\|50.90\|209197;2026-03-26\|51.30\|-0.70\|51.65\|53.00\|50.80\|150325;2026-03-27\|51.10\|-0.39\|50.50\|51.66\|50.00\|160484;2026-03-30\|50.80\|-0.59\|50.00\|51.15\|49.20\|173847;2026-03-31\|49.64\|-2.28\|50.90\|51.30\|49.30\|173738;2026-04-01\|51.71\|4.17\|50.93\|51.82\|50.26\|233123;2026-04-02\|49.30\|-4.66\|51.30\|51.30\|48.80\|199680;2026-04-03\|49.04\|-0.53\|49.40\|50.10\|49.01\|148248;2026-04-07\|49.16\|0.24\|49.04\|50.16\|48.70\|140668;2026-04-08\|54.08\|10.01\|51.31\|54.08\|50.88\|233046;2026-04-09\|57.08\|5.55\|54.62\|58.42\|54.00\|582619;2026-04-10\|55.70\|-2.42\|57.04\|57.36\|55.30\|400727;2026-04-13\|54.44\|-2.26\|55.00\|55.99\|53.88\|331641;2026-04-14\|55.48\|1.91\|54.97\|56.28\|54.55\|426158;2026-04-15\|53.51\|-3.55\|55.65\|55.91\|53.08\|288061;2026-04-16\|58.86\|10.00\|58.86\|58.86\|58.86\|134900;2026-04-17\|59.10\|0.41\|62.28\|62.40\|57.55\|882114;2026-04-20\|58.17\|-1.57\|59.10\|59.82\|57.90\|561258;2026-04-21\|60.01\|3.16\|58.42\|60.01\|57.66\|627501;2026-04-22\|62.55\|4.23\|59.07\|62.65\|59.05\|619837;2026-04-23\|58.74\|-6.09\|60.00\|60.98\|58.01\|569631;2026-04-24\|55.26\|-5.92\|57.90\|58.19\|55.03\|428543;2026-04-27\|56.15\|1.61\|54.93\|57.00\|54.93\|270832;2026-04-28\|53.10\|-5.43\|55.95\|55.95\|53.01\|315830;2026-04-29\|54.71\|3.03\|50.97\|55.35\|50.68\|476523;2026-04-30\|52.65\|-3.77\|54.90\|54.90\|51.69\|366956;2026-05-06\|54.88\|4.24\|53.50\|56.48\|53.50\|307499;2026-05-07\|59.03\|7.56\|56.75\|59.24\|55.46\|466732;2026-05-08\|59.81\|1.32\|58.10\|60.70\|57.65\|415514;2026-05-11\|63.18\|5.63\|60.51\|63.88\|58.20\|644158;2026-05-12\|66.56\|5.35\|62.55\|69.35\|62.55\|749224;2026-05-13\|64.86\|-2.55\|65.82\|65.99\|63.06\|582430;2026-05-14\|63.30\|-2.41\|66.00\|66.20\|63.30\|502018;2026-05-15\|63.92\|0.98\|63.35\|66.68\|60.32\|560399;2026-05-18\|63.98\|0.09\|62.02\|66.00\|62.02\|474087;2026-05-19\|65.38\|2.19\|63.97\|66.30\|62.57\|413464;2026-05-20\|64.50\|-1.35\|64.37\|65.60\|61.89\|391367;2026-05-21\|63.34\|-1.80\|65.48\|67.33\|62.88\|550946;2026-05-22\|66.65\|5.23\|63.57\|68.14\|63.39\|535310;2026-05-25\|68.48\|2.75\|67.65\|69.00\|66.00\|540138;2026-05-26\|68.00\|-0.70\|69.00\|70.38\|66.86\|507602;2026-05-27\|68.80\|1.18\|67.51\|70.58\|65.17\|560339;2026-05-28\|66.06\|-3.98\|67.86\|69.00\|64.30\|539501;2026-05-29\|61.22\|-7.33\|66.09\|67.30\|60.34\|507923;2026-06-01\|55.98\|-8.56\|61.00\|61.34\|55.83\|412910;2026-06-02\|57.58\|2.86\|55.98\|58.54\|53.66\|338441;2026-06-03\|56.99\|-1.02\|56.90\|59.87\|56.23\|360827;2026-06-04\|62.69\|10.00\|57.00\|62.69\|56.57\|350877;2026-06-05\|61.25\|-2.30\|63.58\|65.00\|60.80\|492400;2026-06-08\|57.75\|-5.71\|58.80\|61.02\|57.68\|290166;2026-06-09\|59.80\|3.55\|59.00\|60.06\|57.65\|279785;2026-06-10\|55.84\|-6.62\|58.90\|58.97\|55.10\|260377;2026-06-11\|53.25\|-4.64\|55.01\|55.50\|52.56\|254070;2026-06-12\|52.71\|-1.01\|54.50\|55.30\|52.38\|247078;2026-06-15\|57.68\|9.43\|53.70\|57.88\|52.93\|320670;2026-06-16\|59.00\|2.29\|58.29\|59.60\|57.65\|270494;2026-06-17\|60.21\|2.05\|58.53\|62.79\|58.08\|368295;2026-06-18\|58.50\|-2.35\|59.98\|59.98\|58.13\|299919;2026-06-22\|55.93\|-4.39\|58.50\|58.77\|54.84\|372411;2026-06-23\|52.53\|-6.08\|55.56\|55.80\|52.10\|313915;2026-06-24\|52.44\|-0.17\|52.64\|53.86\|50.51\|282597;2026-06-25\|51.19\|-2.38\|52.50\|52.61\|50.83\|293282;2026-06-26\|48.20\|-5.84\|50.55\|50.55\|47.56\|299887;2026-06-29\|45.54\|-5.52\|48.21\|48.89\|43.98\|326280;2026-06-30\|48.04\|5.49\|46.37\|48.58\|45.88\|237013;2026-07-01\|45.98\|-4.29\|48.08\|48.83\|45.52\|275045;2026-07-02\|44.12\|-4.05\|44.95\|46.64\|43.72\|222019;2026-07-03\|45.46\|3.04\|43.88\|47.09\|43.36\|242922;2026-07-06\|42.81\|-5.83\|46.20\|46.29\|42.60\|239867;2026-07-07\|41.55\|-2.94\|42.70\|43.28\|40.99\|182559;2026-07-08\|39.67\|-4.52\|41.70\|41.85\|39.65\|179297;2026-07-09\|42.98\|8.34\|40.10\|43.30\|40.10\|341641;2026-07-10\|41.76\|-2.84\|43.13\|44.24\|41.76\|281945;2026-07-13\|39.22\|-6.08\|41.11\|42.81\|39.06\|290199;2026-07-14\|40.65\|3.65\|39.85\|40.80\|37.84\|249019;2026-07-15\|39.29\|-3.35\|41.07\|41.72\|39.10\|171199;2026-07-16\|37.68\|-4.10\|38.30\|39.88\|37.43\|181404;2026-07-17\|34.20\|-9.24\|37.90\|38.00\|33.91\|241185;2026-07-20\|32.93\|-3.71\|36.31\|36.38\|31.91\|284206;2026-07-21\|35.87\|8.93\|33.58\|35.98\|32.19\|370790;2026-07-22\|34.46\|-3.93\|35.61\|36.51\|34.20\|231281;2026-07-23\|34.40\|-0.17\|34.75\|35.49\|34.14\|169749;2026-07-24\|33.25\|-3.34\|33.58\|34.50\|33.00\|143718
41534	国家队长征系列火箭迎来密集首飞	人形机器人+AI服务器液冷+H股上市调入港股通行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月26日互动易，公司已为多家头部具身智能企业完成数千套硬件/整机组装服务，提供多款机器人的应用落地开发与整机组装服务；据2026年4月30日投资者关系活动记录表，北京具身智能超级工厂首批人形机器人已于北京亦庄下线，涵盖天工Ultra等行业前沿机型。 2、据2026年6月25日互动易，公司控股子公司立敏达是北美算力行业头部客户的核心供应商，持续批量交付液冷相关产品，包括液冷歧管、液冷快拆连接器等。 3、据2026年6月26日深交所公告，领益智造获调入港股通标的证券名单，自2026年6月26日起生效；据2026年6月27日公告，公司H股已于2026年6月26日在香港联交所主板挂牌上市，全球发售所得款项净额约81.52亿港元。	公司表示已进入国际龙头客户供应链，并持续推进与国际龙头客户在商业卫星和太空算力领域的相关项目稳步落地	2026-03-17\|14.13\|-1.88\|14.64\|14.68\|14.08\|718617;2026-03-18\|14.25\|0.85\|14.20\|14.30\|14.10\|510308;2026-03-19\|13.85\|-2.81\|14.00\|14.06\|13.81\|677421;2026-03-20\|13.40\|-3.25\|13.89\|13.98\|13.39\|727534;2026-03-23\|12.65\|-5.60\|13.10\|13.18\|12.57\|1300388;2026-03-24\|12.88\|1.82\|12.85\|12.92\|12.45\|846449;2026-03-25\|13.26\|2.95\|12.91\|13.45\|12.91\|938503;2026-03-26\|13.16\|-0.75\|13.24\|13.40\|13.11\|650304;2026-03-27\|13.17\|0.08\|12.95\|13.29\|12.91\|478977;2026-03-30\|12.94\|-1.75\|13.00\|13.07\|12.71\|728317;2026-03-31\|12.83\|-0.85\|12.93\|13.14\|12.81\|616843;2026-04-01\|12.96\|1.01\|13.09\|13.13\|12.87\|584386;2026-04-02\|12.54\|-3.24\|12.85\|12.93\|12.44\|741477;2026-04-03\|12.38\|-1.28\|12.55\|12.65\|12.29\|474376;2026-04-07\|12.62\|1.94\|12.55\|12.68\|12.51\|612039;2026-04-08\|13.33\|5.63\|12.94\|13.34\|12.92\|1179766;2026-04-09\|13.29\|-0.30\|13.15\|13.43\|13.08\|845450;2026-04-10\|13.61\|2.41\|13.43\|13.74\|13.43\|1035446;2026-04-13\|13.75\|1.03\|13.55\|13.95\|13.50\|1040614;2026-04-14\|13.88\|0.95\|13.85\|14.05\|13.75\|968978;2026-04-15\|13.58\|-2.16\|13.94\|14.02\|13.53\|877648;2026-04-16\|13.74\|1.18\|13.72\|13.80\|13.46\|784739;2026-04-17\|13.79\|0.36\|13.70\|13.89\|13.66\|773016;2026-04-20\|14.64\|6.16\|14.29\|14.85\|14.03\|2439697;2026-04-21\|14.34\|-2.05\|14.50\|14.50\|14.16\|1398491;2026-04-22\|14.95\|4.25\|14.25\|15.08\|14.21\|2107537;2026-04-23\|14.55\|-2.68\|15.00\|15.03\|14.45\|1548823;2026-04-24\|14.16\|-2.68\|14.41\|14.44\|14.08\|1002629;2026-04-27\|14.44\|1.98\|14.17\|14.47\|14.04\|1090982;2026-04-28\|13.96\|-3.32\|14.30\|14.30\|13.90\|938903;2026-04-29\|14.03\|0.50\|13.87\|14.14\|13.75\|744601;2026-04-30\|14.06\|0.21\|14.00\|14.16\|13.82\|1030696;2026-05-06\|14.12\|0.43\|14.07\|14.29\|14.07\|1094025;2026-05-07\|14.53\|2.90\|14.21\|14.59\|14.10\|1433416;2026-05-08\|15.09\|3.85\|14.38\|15.20\|14.33\|2400488;2026-05-11\|15.24\|0.99\|15.10\|15.35\|14.91\|2069429;2026-05-12\|14.96\|-1.84\|15.16\|15.16\|14.82\|1322091;2026-05-13\|15.37\|2.74\|14.84\|15.38\|14.73\|1726475;2026-05-14\|16.40\|6.70\|15.94\|16.89\|15.50\|6035866;2026-05-15\|16.94\|3.29\|16.40\|17.88\|16.33\|5854179;2026-05-18\|17.07\|0.77\|17.26\|17.43\|16.43\|3992896;2026-05-19\|16.91\|-0.82\|17.46\|17.63\|16.51\|3141347;2026-05-20\|16.23\|-4.02\|16.50\|16.74\|15.80\|3565998;2026-05-21\|15.52\|-4.37\|16.43\|16.72\|15.44\|3733515;2026-05-22\|16.31\|5.09\|15.70\|16.47\|15.21\|3101986;2026-05-25\|16.09\|-1.35\|16.43\|16.44\|15.62\|2567506;2026-05-26\|15.82\|-1.68\|16.09\|16.45\|15.50\|2302829;2026-05-27\|15.52\|-1.90\|15.75\|16.10\|15.30\|2130617;2026-05-28\|15.95\|2.77\|15.82\|16.13\|15.35\|2769849;2026-05-29\|14.55\|-8.78\|15.96\|16.13\|14.36\|3547829;2026-06-01\|14.97\|2.89\|14.59\|15.43\|14.59\|2622255;2026-06-02\|14.67\|-2.00\|14.91\|14.97\|14.42\|1485286;2026-06-03\|14.86\|1.30\|14.70\|15.40\|14.63\|2183928;2026-06-04\|14.99\|0.87\|14.63\|15.13\|14.45\|1509327;2026-06-05\|15.08\|0.60\|14.86\|15.55\|14.17\|2738234;2026-06-08\|14.34\|-4.91\|14.50\|15.01\|14.22\|1906973;2026-06-09\|14.86\|3.63\|14.62\|14.90\|14.23\|1864447;2026-06-10\|13.90\|-6.46\|14.70\|14.72\|13.76\|2157782;2026-06-11\|13.63\|-1.94\|13.90\|14.01\|13.40\|1474014;2026-06-12\|14.01\|2.79\|13.91\|14.43\|13.90\|2334211;2026-06-15\|15.04\|7.35\|14.15\|15.06\|14.10\|2025482;2026-06-16\|15.69\|4.32\|15.00\|15.95\|14.86\|2250669;2026-06-17\|15.85\|1.02\|15.50\|16.33\|15.40\|2166781;2026-06-18\|16.82\|6.12\|15.80\|17.24\|15.76\|3637751;2026-06-22\|16.68\|-0.83\|16.88\|17.10\|16.28\|2567064;2026-06-23\|16.05\|-3.78\|17.30\|17.50\|15.95\|2729311;2026-06-24\|17.66\|10.03\|15.92\|17.66\|15.69\|4315988;2026-06-25\|17.88\|1.25\|18.15\|18.28\|17.51\|4444476;2026-06-26\|16.41\|-8.22\|17.69\|17.85\|16.36\|3890827;2026-06-29\|15.76\|-3.96\|16.86\|17.30\|15.14\|3686992;2026-06-30\|17.34\|10.03\|15.76\|17.34\|15.70\|3031540;2026-07-01\|17.80\|2.65\|17.34\|18.54\|17.34\|4161363;2026-07-02\|17.18\|-3.48\|17.19\|18.17\|16.80\|3166174;2026-07-03\|18.02\|4.89\|17.54\|18.46\|17.12\|4635369;2026-07-06\|16.23\|-9.93\|17.85\|18.15\|16.22\|4581805;2026-07-07\|15.93\|-1.85\|16.22\|17.09\|15.70\|2647323;2026-07-08\|15.06\|-5.46\|16.00\|16.08\|14.86\|2322560;2026-07-09\|15.60\|3.59\|15.15\|15.61\|14.56\|2140251;2026-07-10\|15.16\|-2.82\|15.54\|16.15\|15.16\|2340484;2026-07-13\|13.64\|-10.03\|14.99\|15.16\|13.64\|2866392;2026-07-14\|12.97\|-4.91\|13.35\|13.36\|12.28\|2950178;2026-07-15\|12.71\|-2.00\|13.20\|13.28\|12.60\|1540752;2026-07-16\|12.61\|-0.79\|12.52\|13.18\|12.43\|1584613;2026-07-17\|11.41\|-9.52\|12.48\|12.57\|11.39\|1909680;2026-07-20\|11.55\|1.23\|11.69\|11.83\|11.11\|1454600;2026-07-21\|12.35\|6.93\|11.57\|12.44\|11.02\|1899796;2026-07-22\|12.13\|-1.78\|12.10\|12.47\|12.05\|1288797;2026-07-23\|12.20\|0.58\|12.11\|12.25\|12.03\|794289;2026-07-24\|12.09\|-0.90\|12.00\|12.28\|11.77\|885808
41533	国家队长征系列火箭迎来密集首飞	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	公司布局航天级UTG光伏封装方案	2026-03-17\|30.56\|-2.02\|31.50\|31.77\|30.52\|441544;2026-03-18\|30.63\|0.23\|30.78\|30.87\|30.18\|392729;2026-03-19\|29.73\|-2.94\|30.12\|30.21\|29.54\|510770;2026-03-20\|29.35\|-1.28\|29.90\|30.18\|29.32\|431161;2026-03-23\|27.88\|-5.01\|28.80\|28.98\|27.60\|688094;2026-03-24\|28.00\|0.43\|28.38\|28.50\|27.26\|461653;2026-03-25\|29.40\|5.00\|28.30\|29.80\|28.30\|762030;2026-03-26\|28.95\|-1.53\|29.42\|30.10\|28.84\|610509;2026-03-27\|28.70\|-0.86\|28.51\|29.11\|28.28\|423583;2026-03-30\|28.30\|-1.39\|28.16\|28.35\|27.67\|492467;2026-03-31\|27.98\|-1.13\|28.31\|28.91\|27.97\|479032;2026-04-01\|28.62\|2.29\|28.74\|29.26\|28.37\|582477;2026-04-02\|27.48\|-3.98\|28.40\|28.49\|27.12\|527485;2026-04-03\|27.92\|1.60\|27.70\|28.65\|27.15\|587528;2026-04-07\|28.29\|1.33\|28.60\|29.19\|28.06\|682236;2026-04-08\|29.97\|5.94\|28.97\|29.97\|28.80\|1086302;2026-04-09\|29.67\|-1.00\|29.31\|30.19\|29.02\|776955;2026-04-10\|30.13\|1.55\|30.07\|30.79\|29.83\|918777;2026-04-13\|29.71\|-1.39\|29.75\|30.13\|29.45\|763049;2026-04-14\|30.15\|1.48\|30.07\|30.50\|29.76\|776606;2026-04-15\|29.59\|-1.86\|30.40\|30.52\|29.36\|807023;2026-04-16\|25.64\|-13.35\|26.99\|27.18\|24.94\|2448675;2026-04-17\|25.99\|1.37\|25.46\|26.50\|25.31\|1407541;2026-04-20\|27.20\|4.66\|26.88\|27.81\|26.88\|1571331;2026-04-21\|26.84\|-1.32\|27.06\|27.10\|26.32\|877209;2026-04-22\|27.25\|1.53\|26.60\|27.34\|26.57\|843336;2026-04-23\|26.60\|-2.39\|27.20\|27.32\|26.40\|729269;2026-04-24\|25.96\|-2.41\|26.44\|26.65\|25.60\|589932;2026-04-27\|26.71\|2.89\|25.93\|26.92\|25.89\|707392;2026-04-28\|25.62\|-4.08\|26.50\|26.56\|25.50\|726295;2026-04-29\|25.82\|0.78\|25.37\|25.91\|25.30\|528026;2026-04-30\|25.69\|-0.50\|25.72\|25.85\|25.34\|499004;2026-05-06\|26.62\|3.62\|25.90\|26.88\|25.90\|902711;2026-05-07\|27.62\|3.76\|26.99\|27.80\|26.61\|971375;2026-05-08\|28.55\|3.37\|27.40\|28.75\|27.16\|1230763;2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944
41532	国家队长征系列火箭迎来密集首飞	卫星互联网+商业航天+央企行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年年度报告，公司运营管理19颗商用通信广播卫星，建成我国首张高轨Ka高通量卫星互联网，覆盖国土全境及“一带一路”重点区域，为海洋、航空、应急等场景提供高速卫星互联网接入服务。 2、据2026年4月3日公告，控股股东中国航天科技集团2024年可交换债券已全额换股并提前摘牌，控股股东及一致行动人持股比例保持稳定，央企背景强化市场信心。	卫星通信运营服务商；公司通过承担北斗卫星导航工程等国家航天重大工程，参与了众多型号通信卫星的研制任务；公司卫星应用设备及产品中，包括卫星遥感、卫星导航和卫星通信相关产品及应用系统、北斗芯片等	2026-03-17\|32.97\|-3.65\|34.80\|34.91\|32.96\|444000;2026-03-18\|34.16\|3.61\|33.03\|34.19\|32.86\|527434;2026-03-19\|33.99\|-0.50\|33.52\|34.50\|33.27\|396291;2026-03-20\|32.92\|-3.15\|34.20\|34.27\|32.85\|372558;2026-03-23\|31.29\|-4.95\|32.00\|32.62\|31.10\|531066;2026-03-24\|31.56\|0.86\|31.86\|32.04\|30.73\|378834;2026-03-25\|31.96\|1.27\|31.95\|32.39\|31.83\|320961;2026-03-26\|32.07\|0.34\|32.49\|32.59\|31.70\|425147;2026-03-27\|31.80\|-0.84\|31.32\|32.05\|31.13\|307667;2026-03-30\|32.78\|3.08\|31.39\|32.83\|31.36\|478756;2026-03-31\|33.00\|0.67\|32.82\|34.26\|32.60\|669744;2026-04-01\|32.63\|-1.12\|33.58\|33.72\|32.28\|468300;2026-04-02\|31.94\|-2.11\|32.53\|32.89\|31.72\|304418;2026-04-03\|31.56\|-1.19\|32.39\|32.60\|31.51\|291613;2026-04-07\|31.10\|-1.46\|31.54\|31.80\|30.99\|256940;2026-04-08\|32.99\|6.08\|31.64\|32.99\|31.64\|488835;2026-04-09\|32.55\|-1.33\|32.50\|32.93\|32.02\|333272;2026-04-10\|32.61\|0.18\|32.78\|33.24\|32.60\|316462;2026-04-13\|32.71\|0.31\|32.45\|33.08\|32.22\|310716;2026-04-14\|33.90\|3.64\|32.90\|33.90\|32.63\|589235;2026-04-15\|33.97\|0.21\|34.12\|35.25\|33.73\|796182;2026-04-16\|33.90\|-0.21\|33.71\|34.25\|33.55\|458448;2026-04-17\|33.98\|0.24\|33.90\|34.03\|33.49\|355011;2026-04-20\|37.38\|10.01\|33.99\|37.38\|33.90\|1265841;2026-04-21\|38.17\|2.11\|38.61\|39.16\|37.60\|1725354;2026-04-22\|37.71\|-1.21\|37.00\|38.35\|36.99\|1035063;2026-04-23\|38.20\|1.30\|37.70\|39.50\|37.31\|1437031;2026-04-24\|36.09\|-5.52\|38.20\|38.20\|35.71\|932830;2026-04-27\|36.84\|2.08\|35.70\|37.58\|35.33\|786978;2026-04-28\|35.11\|-4.70\|36.58\|36.58\|35.04\|537614;2026-04-29\|35.61\|1.42\|34.95\|35.84\|34.82\|383518;2026-04-30\|36.67\|2.98\|35.19\|36.97\|35.09\|681981;2026-05-06\|37.83\|3.16\|36.67\|38.16\|36.61\|792353;2026-05-07\|37.83\|0.00\|37.90\|37.99\|37.33\|709491;2026-05-08\|39.80\|5.21\|37.60\|40.88\|37.38\|1388432;2026-05-11\|39.81\|0.03\|40.10\|41.00\|39.39\|1132138;2026-05-12\|38.26\|-3.89\|39.60\|39.70\|38.11\|818114;2026-05-13\|38.39\|0.34\|38.24\|38.64\|37.76\|584313;2026-05-14\|35.70\|-7.01\|38.40\|38.45\|35.70\|806445;2026-05-15\|35.09\|-1.71\|35.68\|36.06\|34.51\|646034;2026-05-18\|35.47\|1.08\|35.00\|36.28\|34.83\|443199;2026-05-19\|34.32\|-3.24\|35.00\|35.00\|33.65\|608946;2026-05-20\|33.98\|-0.99\|33.88\|34.33\|33.70\|350432;2026-05-21\|33.11\|-2.56\|34.20\|34.61\|33.00\|452696;2026-05-22\|33.37\|0.79\|33.15\|33.50\|32.80\|271095;2026-05-25\|33.40\|0.09\|33.98\|34.28\|32.80\|397632;2026-05-26\|32.16\|-3.71\|33.11\|33.11\|31.68\|433134;2026-05-27\|31.47\|-2.15\|32.46\|32.56\|31.09\|374685;2026-05-28\|31.75\|0.89\|31.47\|32.08\|30.87\|348551;2026-05-29\|30.10\|-5.20\|31.60\|31.60\|30.00\|426165;2026-06-01\|29.67\|-1.43\|29.99\|30.49\|29.65\|309111;2026-06-02\|29.73\|0.20\|29.96\|29.98\|28.23\|395239;2026-06-03\|30.43\|2.35\|29.58\|31.66\|29.47\|550188;2026-06-04\|30.09\|-1.12\|30.02\|30.83\|29.82\|353982;2026-06-05\|32.00\|6.35\|30.51\|32.03\|30.43\|774958;2026-06-08\|32.19\|0.59\|30.84\|32.98\|30.80\|689384;2026-06-09\|31.91\|-0.87\|31.70\|32.10\|31.08\|421100;2026-06-10\|30.66\|-3.92\|31.65\|32.28\|30.60\|371927;2026-06-11\|31.95\|4.21\|30.18\|32.00\|29.41\|571642;2026-06-12\|33.84\|5.92\|32.60\|34.50\|31.80\|1010417;2026-06-15\|32.77\|-3.16\|33.00\|33.09\|32.11\|609198;2026-06-16\|32.18\|-1.80\|33.25\|33.44\|32.16\|466852;2026-06-17\|31.26\|-2.86\|31.80\|32.51\|31.20\|468558;2026-06-18\|30.89\|-1.18\|31.00\|31.60\|30.40\|430140;2026-06-22\|30.47\|-1.36\|30.59\|30.77\|29.50\|489881;2026-06-23\|28.92\|-5.09\|30.27\|30.30\|28.85\|412969;2026-06-24\|28.99\|0.24\|28.60\|29.38\|28.05\|341412;2026-06-25\|27.98\|-3.38\|28.74\|29.30\|27.77\|407242;2026-06-26\|29.35\|4.90\|28.00\|30.41\|27.02\|884018;2026-06-29\|29.15\|-0.68\|29.06\|29.50\|28.19\|487896;2026-06-30\|30.25\|3.77\|29.50\|30.52\|29.40\|566341;2026-07-01\|30.80\|1.82\|30.04\|31.35\|29.85\|588690;2026-07-02\|29.69\|-3.60\|30.50\|31.10\|29.66\|436783;2026-07-03\|31.25\|5.25\|29.62\|31.50\|29.61\|617450;2026-07-06\|29.98\|-4.06\|31.45\|32.00\|29.88\|510007;2026-07-07\|29.17\|-2.70\|29.93\|30.84\|28.97\|386046;2026-07-08\|28.41\|-2.61\|29.18\|29.68\|28.40\|273811;2026-07-09\|29.89\|5.21\|28.27\|30.02\|28.27\|341643;2026-07-10\|32.88\|10.00\|29.82\|32.88\|28.91\|655819;2026-07-13\|31.56\|-4.01\|34.00\|34.88\|29.88\|1350462;2026-07-14\|28.91\|-8.40\|30.60\|30.97\|28.40\|774608;2026-07-15\|27.83\|-3.74\|28.09\|29.30\|27.83\|473013;2026-07-16\|27.42\|-1.47\|27.14\|28.12\|26.87\|311874;2026-07-17\|25.59\|-6.67\|27.20\|27.60\|25.30\|407893;2026-07-20\|24.55\|-4.06\|25.82\|26.16\|24.00\|411000;2026-07-21\|25.18\|2.57\|24.62\|25.33\|23.57\|381605;2026-07-22\|24.72\|-1.83\|24.90\|25.90\|24.70\|308761;2026-07-23\|25.61\|3.60\|24.47\|26.10\|24.35\|375471;2026-07-24\|25.03\|-2.26\|25.29\|25.60\|25.02\|222887
41531	国家队长征系列火箭迎来密集首飞	航空发动机+低空经济+AES100订单+军工央企 1、据2025年6月13日互动易，第十五届中国航展期间我国民用航空发动机共签署1500余台意向订单，总金额超100亿元，其中包括公司AES100发动机；AES100已获得生产许可证，为低空经济装备发展奠定基础。 2、据2025年4月2日年度报告，公司是国内唯一能够研制涡喷、涡扇、涡轴、涡桨、活塞等全谱系军用航空发动机的企业，同时承担长江系列民用发动机核心配套，覆盖航空发动机全产业链。 3、据2025年4月2日年度报告，公司最终控制人为国务院国资委，属军工央企，承担国家重大专项，军用产品以国家订货为主，市场需求稳定。	中国航发旗下航空动力整体上市唯一平台，国内唯一能够研制涡喷、涡扇、涡轴、涡桨、活塞等全谱系军用航空发动机的企业	2026-03-17\|53.80\|-2.59\|55.46\|55.72\|53.80\|258565;2026-03-18\|54.14\|0.63\|53.86\|54.55\|53.28\|244792;2026-03-19\|51.12\|-5.58\|52.58\|52.85\|50.80\|447575;2026-03-20\|49.44\|-3.29\|51.65\|51.65\|49.43\|403763;2026-03-23\|46.78\|-5.38\|48.45\|48.97\|46.32\|418882;2026-03-24\|47.95\|2.50\|47.50\|48.11\|46.85\|364099;2026-03-25\|49.58\|3.40\|48.28\|50.46\|48.12\|346899;2026-03-26\|48.00\|-3.19\|49.60\|49.99\|47.66\|356554;2026-03-27\|48.03\|0.06\|47.48\|48.35\|46.80\|294590;2026-03-30\|48.62\|1.23\|47.20\|49.13\|47.11\|302420;2026-03-31\|48.06\|-1.15\|49.11\|49.70\|47.97\|284024;2026-04-01\|49.04\|2.04\|48.92\|49.29\|48.22\|290893;2026-04-02\|49.80\|1.55\|49.53\|52.46\|49.53\|540977;2026-04-03\|48.99\|-1.63\|50.28\|50.50\|48.22\|279692;2026-04-07\|46.52\|-5.04\|49.58\|49.58\|45.80\|507135;2026-04-08\|50.39\|8.32\|47.72\|50.64\|47.60\|602473;2026-04-09\|49.54\|-1.69\|49.61\|50.11\|48.90\|317069;2026-04-10\|51.46\|3.88\|50.03\|52.08\|50.02\|468021;2026-04-13\|51.42\|-0.08\|50.33\|51.71\|50.21\|266686;2026-04-14\|51.32\|-0.19\|51.70\|52.42\|50.96\|272283;2026-04-15\|51.15\|-0.33\|51.51\|52.36\|51.11\|296246;2026-04-16\|50.63\|-1.02\|51.25\|51.50\|49.55\|361502;2026-04-17\|49.77\|-1.70\|50.31\|50.48\|49.28\|244362;2026-04-20\|49.98\|0.42\|49.94\|50.79\|48.88\|300376;2026-04-21\|48.71\|-2.54\|50.00\|50.27\|47.77\|345461;2026-04-22\|48.53\|-0.37\|48.26\|48.60\|47.51\|275355;2026-04-23\|50.36\|3.77\|49.00\|52.28\|49.00\|687428;2026-04-24\|49.11\|-2.48\|50.38\|50.65\|48.67\|309670;2026-04-27\|48.33\|-1.59\|49.00\|49.10\|47.45\|317464;2026-04-28\|45.60\|-5.65\|47.70\|48.21\|45.13\|504404;2026-04-29\|45.46\|-0.31\|45.62\|45.95\|45.11\|270190;2026-04-30\|46.25\|1.74\|45.40\|46.75\|45.21\|285262;2026-05-06\|46.84\|1.28\|46.50\|47.75\|46.50\|354723;2026-05-07\|48.33\|3.18\|47.00\|48.56\|46.64\|346593;2026-05-08\|50.10\|3.66\|48.19\|51.31\|47.34\|559133;2026-05-11\|50.50\|0.80\|50.25\|51.44\|49.84\|463306;2026-05-12\|48.70\|-3.56\|50.50\|50.55\|47.68\|444613;2026-05-13\|51.38\|5.50\|48.60\|53.00\|47.62\|715787;2026-05-14\|48.56\|-5.49\|51.55\|51.68\|48.56\|574798;2026-05-15\|47.12\|-2.97\|48.32\|49.09\|46.62\|360768;2026-05-18\|46.46\|-1.40\|46.91\|47.51\|46.00\|295617;2026-05-19\|47.63\|2.52\|46.55\|48.16\|45.72\|306535;2026-05-20\|47.15\|-1.01\|47.20\|48.74\|47.04\|345123;2026-05-21\|45.59\|-3.31\|47.18\|48.10\|45.46\|324078;2026-05-22\|45.81\|0.48\|45.80\|46.38\|45.10\|248492;2026-05-25\|45.00\|-1.77\|46.13\|46.31\|44.40\|340016;2026-05-26\|44.90\|-0.22\|44.80\|45.12\|43.50\|319123;2026-05-27\|44.11\|-1.76\|45.01\|45.27\|43.90\|266685;2026-05-28\|43.77\|-0.77\|44.13\|45.19\|43.54\|302693;2026-05-29\|41.52\|-5.14\|43.71\|43.77\|41.07\|432259;2026-06-01\|41.52\|0.00\|41.52\|42.69\|41.22\|303647;2026-06-02\|41.12\|-0.96\|41.54\|41.54\|40.12\|256203;2026-06-03\|41.25\|0.32\|41.12\|41.81\|40.85\|201928;2026-06-04\|42.75\|3.64\|40.92\|42.98\|40.38\|414825;2026-06-05\|42.37\|-0.89\|42.24\|43.32\|42.00\|298978;2026-06-08\|39.56\|-6.63\|41.40\|41.97\|38.99\|371414;2026-06-09\|39.48\|-0.20\|40.35\|40.38\|39.01\|241079;2026-06-10\|37.98\|-3.80\|39.20\|39.79\|37.73\|348822;2026-06-11\|38.19\|0.55\|37.51\|38.58\|37.00\|337116;2026-06-12\|38.82\|1.65\|38.88\|40.60\|38.66\|467283;2026-06-15\|38.16\|-1.70\|38.68\|39.07\|37.86\|403967;2026-06-16\|39.49\|3.49\|38.17\|40.15\|37.72\|433608;2026-06-17\|39.82\|0.84\|39.49\|40.28\|39.01\|291201;2026-06-18\|39.02\|-2.01\|39.70\|40.60\|38.98\|338678;2026-06-22\|41.60\|6.61\|39.02\|41.80\|39.00\|532401;2026-06-23\|40.38\|-2.93\|41.42\|41.52\|40.09\|396007;2026-06-24\|39.12\|-2.95\|39.98\|40.31\|38.83\|300395;2026-06-25\|38.48\|-1.64\|39.00\|40.15\|38.11\|342052;2026-06-26\|37.31\|-3.04\|38.30\|38.40\|36.45\|462335;2026-06-29\|37.28\|-0.08\|37.31\|37.99\|36.00\|373636;2026-06-30\|38.34\|2.84\|37.19\|38.70\|37.06\|311999;2026-07-01\|37.73\|-1.59\|38.32\|38.58\|37.56\|307068;2026-07-02\|37.06\|-1.78\|37.40\|38.29\|36.92\|297395;2026-07-03\|39.31\|6.07\|37.30\|39.69\|37.20\|516943;2026-07-06\|38.70\|-1.55\|39.35\|40.23\|38.37\|311084;2026-07-07\|37.17\|-3.95\|38.50\|39.07\|37.08\|306549;2026-07-08\|35.45\|-4.63\|37.20\|37.33\|35.45\|355497;2026-07-09\|35.75\|0.85\|35.20\|35.88\|34.44\|353661;2026-07-10\|35.77\|0.06\|35.70\|37.61\|35.25\|538131;2026-07-13\|33.13\|-7.38\|35.76\|35.76\|33.00\|530748;2026-07-14\|32.82\|-0.94\|32.90\|33.11\|31.86\|363891;2026-07-15\|33.70\|2.68\|33.40\|35.17\|33.38\|520665;2026-07-16\|33.40\|-0.89\|33.43\|34.53\|33.30\|321439;2026-07-17\|32.33\|-3.20\|33.25\|33.56\|32.17\|319007;2026-07-20\|33.15\|2.54\|32.78\|33.86\|32.30\|404408;2026-07-21\|33.79\|1.93\|33.17\|33.83\|32.81\|381670;2026-07-22\|33.92\|0.38\|33.51\|34.72\|33.15\|291560;2026-07-23\|35.60\|4.95\|33.95\|35.73\|33.95\|408918;2026-07-24\|34.60\|-2.81\|35.23\|35.82\|34.56\|273265
41530	国家队长征系列火箭迎来密集首飞	商业航天+特种光学镜头+增持行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年1月7日及2026年5月29日投资者关系活动记录表，公司箭载镜头已批量生产并持续升级，低轨卫星星敏感器可见光样机已交付，激光通讯产品实现小批量交付，持续开拓商业航天等战略新兴领域业务。 2、据2026年4月28日年报，公司是国内最重要的特种光学镜头、光电系统提供商之一，产品广泛应用于“神舟系列”、“嫦娥探月”等国家重大航天任务及高端装备，2025年定制产品营收同比增长34.93%创历史新高。 3、据2026年5月20日公告及2026年5月29日投资者关系活动记录表，控股股东中融投资基于对公司未来发展信心，于2025年11月20日至2026年5月19日累计增持公司股份，增持金额达9402万元。	公司是国内航天级特种光学镜头龙头，为神舟、嫦娥、天问一号等重大航天工程提供核心光学组件，批量供应长征火箭箭载镜头与低轨卫星星敏感器，绑定蓝箭航天等商业航天客户，卡位低轨星座对地观测、激光通信等光学载荷核心环节，是航天光学进口替代核心力量	2026-03-17\|29.38\|-2.81\|30.37\|30.37\|29.30\|17445;2026-03-18\|30.02\|2.18\|29.31\|30.14\|29.22\|16747;2026-03-19\|29.25\|-2.56\|29.46\|30.15\|29.15\|26391;2026-03-20\|28.20\|-3.59\|29.33\|29.67\|28.11\|26200;2026-03-23\|26.52\|-5.96\|28.21\|28.21\|26.30\|30619;2026-03-24\|27.93\|5.32\|27.20\|28.08\|26.60\|23679;2026-03-25\|29.16\|4.40\|28.46\|29.92\|27.63\|36059;2026-03-26\|28.33\|-2.85\|29.16\|29.16\|28.08\|17769;2026-03-27\|28.38\|0.18\|28.34\|28.67\|28.00\|18861;2026-03-30\|28.65\|0.95\|28.24\|28.88\|27.90\|14154;2026-03-31\|28.01\|-2.23\|28.95\|28.95\|27.98\|19544;2026-04-01\|29.88\|6.68\|28.57\|30.27\|28.09\|39974;2026-04-02\|28.90\|-3.28\|29.55\|29.86\|28.65\|20747;2026-04-03\|30.90\|6.92\|28.96\|31.28\|28.80\|54356;2026-04-07\|30.05\|-2.75\|31.20\|31.20\|30.00\|25261;2026-04-08\|33.06\|10.02\|30.50\|33.33\|30.30\|68837;2026-04-09\|33.49\|1.30\|32.70\|34.06\|32.53\|61310;2026-04-10\|34.49\|2.99\|33.49\|35.19\|33.49\|61025;2026-04-13\|34.08\|-1.19\|33.60\|34.70\|33.39\|41677;2026-04-14\|34.13\|0.15\|34.00\|34.80\|33.71\|39773;2026-04-15\|33.82\|-0.91\|34.20\|34.86\|33.78\|39632;2026-04-16\|34.33\|1.51\|33.82\|35.08\|33.82\|42758;2026-04-17\|34.81\|1.40\|34.30\|35.35\|34.15\|42161;2026-04-20\|35.81\|2.87\|34.47\|36.77\|34.02\|83906;2026-04-21\|35.82\|0.03\|35.09\|36.36\|34.88\|57309;2026-04-22\|35.90\|0.22\|35.60\|36.00\|34.98\|39610;2026-04-23\|34.76\|-3.18\|35.66\|35.98\|34.60\|37049;2026-04-24\|33.87\|-2.56\|34.41\|35.05\|33.81\|37465;2026-04-27\|35.40\|4.52\|33.87\|35.93\|33.78\|53035;2026-04-28\|33.67\|-4.89\|35.00\|35.00\|33.33\|52756;2026-04-29\|33.19\|-1.43\|33.66\|34.48\|33.00\|43594;2026-04-30\|33.45\|0.78\|33.12\|33.62\|32.95\|34259;2026-05-06\|33.58\|0.39\|33.66\|34.63\|33.10\|43767;2026-05-07\|34.52\|2.80\|33.92\|34.78\|33.50\|52628;2026-05-08\|35.07\|1.59\|34.10\|35.34\|33.36\|41621;2026-05-11\|35.07\|0.00\|35.40\|36.10\|34.89\|58960;2026-05-12\|34.83\|-0.68\|34.98\|35.40\|33.78\|63768;2026-05-13\|34.70\|-0.37\|34.46\|34.90\|33.50\|35641;2026-05-14\|33.75\|-2.74\|34.78\|35.19\|33.30\|43078;2026-05-15\|33.65\|-0.30\|33.53\|34.36\|32.83\|47975;2026-05-18\|36.87\|9.57\|34.32\|36.93\|32.92\|104516;2026-05-19\|40.36\|9.47\|37.50\|40.99\|36.56\|143501;2026-05-20\|41.20\|2.08\|39.96\|41.48\|39.00\|99139;2026-05-21\|39.20\|-4.85\|41.32\|43.43\|39.08\|98181;2026-05-22\|46.75\|19.26\|39.80\|46.80\|39.01\|141823;2026-05-25\|46.28\|-1.01\|47.37\|47.37\|44.86\|106095;2026-05-26\|45.50\|-1.69\|45.03\|46.85\|44.19\|82760;2026-05-27\|44.17\|-2.92\|45.36\|47.71\|44.01\|73530;2026-05-28\|43.95\|-0.50\|44.50\|47.00\|43.85\|64325;2026-05-29\|37.15\|-15.47\|43.70\|43.75\|36.79\|142046;2026-06-01\|35.94\|-3.26\|37.61\|38.11\|35.85\|75319;2026-06-02\|36.23\|0.81\|36.09\|37.33\|34.51\|72220;2026-06-03\|36.51\|0.77\|36.38\|38.40\|35.71\|77980;2026-06-04\|36.38\|-0.36\|36.20\|37.17\|35.63\|51230;2026-06-05\|36.65\|0.74\|35.33\|38.20\|34.73\|60922;2026-06-08\|34.05\|-7.09\|35.00\|35.78\|33.44\|57252;2026-06-09\|34.43\|1.12\|34.39\|34.80\|33.72\|38985;2026-06-10\|33.23\|-3.49\|34.03\|34.83\|32.78\|47947;2026-06-11\|39.87\|19.98\|33.00\|39.88\|32.93\|160324;2026-06-12\|47.84\|19.99\|41.00\|47.84\|41.00\|237433;2026-06-15\|43.50\|-9.07\|45.60\|45.60\|41.30\|238256;2026-06-16\|44.41\|2.09\|43.12\|45.74\|42.60\|178156;2026-06-17\|47.88\|7.81\|44.34\|49.66\|43.50\|191257;2026-06-18\|50.47\|5.41\|47.62\|52.50\|46.99\|164986;2026-06-22\|45.50\|-9.85\|48.58\|50.47\|45.11\|169003;2026-06-23\|44.67\|-1.82\|46.41\|47.00\|44.11\|110075;2026-06-24\|45.70\|2.31\|43.98\|46.92\|43.40\|120580;2026-06-25\|46.15\|0.98\|45.25\|46.76\|43.68\|101678;2026-06-26\|44.37\|-3.86\|46.15\|46.28\|43.18\|92802;2026-06-29\|43.00\|-3.09\|43.71\|45.53\|41.41\|88503;2026-06-30\|48.63\|13.09\|42.84\|48.88\|42.00\|125413;2026-07-01\|46.66\|-4.05\|49.50\|50.19\|46.57\|95086;2026-07-02\|45.87\|-1.69\|46.70\|48.49\|44.00\|78152;2026-07-03\|43.02\|-6.21\|44.60\|45.87\|43.00\|70715;2026-07-06\|40.85\|-5.04\|42.98\|43.39\|39.60\|70369;2026-07-07\|39.32\|-3.75\|40.56\|41.12\|38.26\|47201;2026-07-08\|38.28\|-2.65\|40.11\|40.11\|36.91\|50529;2026-07-09\|40.69\|6.30\|38.53\|40.87\|37.50\|72979;2026-07-10\|40.52\|-0.42\|40.50\|42.90\|40.00\|71493;2026-07-13\|35.52\|-12.34\|39.21\|39.78\|35.31\|65657;2026-07-14\|34.62\|-2.53\|35.83\|36.93\|32.80\|63815;2026-07-15\|33.27\|-3.90\|34.85\|35.35\|32.73\|46161;2026-07-16\|31.41\|-5.59\|32.70\|33.33\|30.90\|49932;2026-07-17\|27.70\|-11.81\|31.15\|31.30\|27.52\|65141;2026-07-20\|25.09\|-9.42\|29.18\|29.28\|24.24\|75248;2026-07-21\|27.00\|7.61\|25.78\|27.00\|22.00\|83858;2026-07-22\|26.30\|-2.59\|27.06\|27.46\|26.05\|62705;2026-07-23\|25.66\|-2.43\|26.44\|26.82\|25.30\|41650;2026-07-24\|24.95\|-2.77\|25.30\|25.96\|24.80\|37942
41529	国家队长征系列火箭迎来密集首飞	涨停揭秘：公司中标海南商发火箭海上回收指挥测控船项目，商业航天订单实质性落地，拓展航天测控新场景；涨停缘由：我国商业航天加速发展，海上回收为可重复使用火箭关键技术路径，公司凭借海洋信息化技术优势切入测控核心环节，打开第二增长曲线；资金逻辑：低估值（动态PE约41.75）、高弹性，机构调研活跃，资金押注商业航天从概念走向订单兑现；风险提示：测控船项目处于早期阶段，后续执行进度与回款周期存在不确定性，公司主业仍以海洋信息化为主，航天业务占比尚低	公司作为联合体成员中标海南商发火箭海上回收指挥测控船项目，商业航天订单落地	2026-03-17\|24.73\|-8.03\|26.46\|26.80\|24.66\|894910;2026-03-18\|25.31\|2.35\|24.90\|25.43\|24.46\|503751;2026-03-19\|24.63\|-2.69\|24.60\|25.28\|24.24\|473284;2026-03-20\|23.45\|-4.79\|24.80\|24.90\|23.43\|518579;2026-03-23\|21.85\|-6.82\|22.97\|23.10\|21.67\|565464;2026-03-24\|22.59\|3.39\|22.41\|22.60\|21.71\|490510;2026-03-25\|22.90\|1.37\|22.68\|23.20\|22.67\|448417;2026-03-26\|22.29\|-2.66\|23.08\|23.19\|22.02\|440807;2026-03-27\|22.57\|1.26\|22.01\|22.76\|21.92\|341193;2026-03-30\|23.01\|1.95\|22.07\|23.15\|22.05\|442890;2026-03-31\|23.64\|2.74\|23.06\|24.62\|22.90\|851070;2026-04-01\|23.44\|-0.85\|24.00\|24.18\|23.23\|500875;2026-04-02\|22.78\|-2.82\|23.50\|23.69\|22.67\|391148;2026-04-03\|22.16\|-2.72\|23.21\|23.39\|22.12\|375180;2026-04-07\|21.95\|-0.95\|22.27\|22.44\|21.89\|286682;2026-04-08\|24.17\|10.11\|22.60\|24.33\|22.53\|728814;2026-04-09\|24.15\|-0.08\|23.74\|24.89\|23.54\|734274;2026-04-10\|24.70\|2.28\|24.50\|25.60\|24.26\|851921;2026-04-13\|25.30\|2.43\|24.46\|25.69\|24.46\|796546;2026-04-14\|26.68\|5.45\|25.29\|26.68\|25.21\|1055372;2026-04-15\|26.50\|-0.67\|26.50\|27.15\|26.32\|925821;2026-04-16\|27.02\|1.96\|26.60\|27.47\|26.40\|840798;2026-04-17\|27.46\|1.63\|26.62\|27.50\|26.56\|745840;2026-04-20\|28.33\|3.17\|27.41\|28.76\|27.32\|968868;2026-04-21\|28.40\|0.25\|28.00\|28.65\|27.77\|785155;2026-04-22\|26.11\|-8.06\|26.50\|26.96\|25.46\|1356161;2026-04-23\|25.70\|-1.57\|25.98\|26.46\|25.46\|761935;2026-04-24\|25.29\|-1.60\|25.60\|25.82\|24.27\|746811;2026-04-27\|25.62\|1.30\|25.20\|25.85\|24.62\|640635;2026-04-28\|25.14\|-1.87\|25.62\|26.50\|24.82\|738022;2026-04-29\|25.23\|0.36\|24.74\|25.47\|24.63\|464778;2026-04-30\|25.88\|2.58\|25.16\|26.15\|24.92\|728726;2026-05-06\|25.88\|0.00\|25.60\|26.48\|25.60\|781660;2026-05-07\|26.32\|1.70\|25.88\|26.45\|25.14\|918498;2026-05-08\|26.82\|1.90\|26.00\|27.20\|25.83\|1021668;2026-05-11\|26.53\|-1.08\|27.00\|27.05\|26.26\|845499;2026-05-12\|25.15\|-5.20\|26.29\|26.50\|24.90\|779510;2026-05-13\|24.85\|-1.19\|25.05\|25.28\|24.64\|616995;2026-05-14\|23.33\|-6.12\|24.80\|24.93\|23.33\|655387;2026-05-15\|23.98\|2.79\|24.72\|25.50\|23.87\|726468;2026-05-18\|25.16\|4.92\|24.99\|25.98\|24.80\|980152;2026-05-19\|24.69\|-1.87\|24.60\|24.93\|23.51\|769409;2026-05-20\|24.80\|0.45\|24.20\|25.37\|24.12\|618073;2026-05-21\|23.45\|-5.44\|24.60\|24.98\|23.31\|586705;2026-05-22\|24.71\|5.37\|24.02\|24.78\|23.56\|623932;2026-05-25\|24.52\|-0.77\|24.71\|25.15\|24.06\|485305;2026-05-26\|23.37\|-4.69\|24.10\|24.21\|22.99\|482415;2026-05-27\|22.31\|-4.54\|23.32\|23.57\|22.29\|378706;2026-05-28\|22.61\|1.34\|22.35\|22.75\|22.08\|301705;2026-05-29\|20.77\|-8.14\|22.45\|22.47\|20.73\|456372;2026-06-01\|20.27\|-2.41\|20.57\|20.98\|20.25\|307448;2026-06-02\|19.92\|-1.73\|20.48\|20.50\|19.28\|343402;2026-06-03\|20.19\|1.36\|19.89\|20.68\|19.78\|372570;2026-06-04\|19.67\|-2.58\|19.88\|20.03\|19.53\|265144;2026-06-05\|19.90\|1.17\|19.91\|20.35\|19.41\|345732;2026-06-08\|18.97\|-4.67\|19.45\|20.36\|18.80\|368626;2026-06-09\|19.09\|0.63\|19.18\|19.28\|18.66\|269012;2026-06-10\|18.41\|-3.56\|18.93\|19.16\|18.23\|282150;2026-06-11\|18.12\|-1.58\|18.25\|18.39\|17.77\|253820;2026-06-12\|18.55\|2.37\|18.49\|19.20\|18.38\|322827;2026-06-15\|19.15\|3.23\|18.91\|19.16\|18.71\|264395;2026-06-16\|18.92\|-1.20\|19.31\|19.50\|18.85\|262058;2026-06-17\|19.06\|0.74\|19.25\|19.75\|18.85\|417926;2026-06-18\|18.80\|-1.36\|18.81\|19.15\|18.53\|325612;2026-06-22\|19.30\|2.66\|18.85\|19.30\|17.85\|453855;2026-06-23\|18.49\|-4.20\|18.99\|19.20\|18.38\|300770;2026-06-24\|20.71\|12.01\|18.41\|21.41\|18.03\|871779;2026-06-25\|21.24\|2.56\|20.99\|21.58\|20.46\|807102;2026-06-26\|21.48\|1.13\|21.15\|21.97\|20.85\|737867;2026-06-29\|21.68\|0.93\|21.00\|21.88\|20.59\|568649;2026-06-30\|22.31\|2.91\|21.68\|22.60\|21.40\|615478;2026-07-01\|22.54\|1.03\|21.99\|22.90\|21.91\|603301;2026-07-02\|21.50\|-4.61\|22.11\|22.75\|21.46\|531717;2026-07-03\|22.35\|3.95\|21.52\|22.62\|21.52\|514208;2026-07-06\|22.62\|1.21\|22.85\|23.50\|22.36\|599333;2026-07-07\|23.14\|2.30\|22.38\|23.50\|22.21\|521790;2026-07-08\|24.15\|4.36\|22.91\|24.50\|22.61\|721838;2026-07-09\|23.99\|-0.66\|24.48\|24.50\|23.10\|771918;2026-07-10\|28.79\|20.01\|23.57\|28.79\|23.32\|1235071;2026-07-13\|25.64\|-10.94\|28.00\|29.29\|24.80\|1773296;2026-07-14\|21.08\|-17.78\|24.62\|24.86\|20.58\|1313199;2026-07-15\|19.56\|-7.21\|21.22\|21.88\|19.40\|1056544;2026-07-16\|18.52\|-5.32\|18.99\|19.83\|18.39\|771715;2026-07-17\|16.99\|-8.26\|18.37\|18.60\|16.89\|663997;2026-07-20\|16.15\|-4.94\|17.48\|17.76\|15.51\|646901;2026-07-21\|16.72\|3.53\|16.35\|16.90\|15.12\|635267;2026-07-22\|16.01\|-4.25\|16.39\|16.93\|15.88\|546741;2026-07-23\|16.32\|1.94\|15.82\|16.60\|15.82\|448318;2026-07-24\|15.62\|-4.29\|15.95\|16.50\|15.60\|442368
41528	国家队长征系列火箭迎来密集首飞	涨停揭秘：长征火箭密集首飞叠加地缘冲突升级，公司红外热成像军用配套稳固，星间激光通信产品适配卫星产业；涨停缘由：航天光学与红外探测双重受益，星间激光通信为低轨星座刚需，公司产品已通过航天级环境测试；资金逻辑：军工电子细分龙头，一季度扣非净利润同比+20.01%，业绩与事件双驱动，资金偏好高壁垒+强主题属性标的；风险提示：军品订单具有不连续性，星间激光通信尚处导入期，收入占比低，短期业绩支撑有限，需防范主题炒作退潮风险	1、公司以红外热成像技术为核心，产品覆盖军民两大领域：军用方面，为通用军械、单兵、海陆空装备等提供配套，是十大军工集团下属分 / 子公司的供应商； 2、公司星间激光通讯产品可应用于卫星产业，适配航天级振动、冲击环境； 3、公司为巡检机器人产品配套过红外组件	2026-03-17\|35.72\|-3.49\|37.04\|37.80\|35.72\|23307;2026-03-18\|36.12\|1.12\|35.87\|37.86\|35.00\|19800;2026-03-19\|34.85\|-3.52\|35.93\|35.93\|34.61\|15299;2026-03-20\|35.00\|0.43\|34.75\|35.87\|33.28\|26644;2026-03-23\|34.28\|-2.06\|34.00\|35.74\|32.80\|34702;2026-03-24\|39.60\|15.52\|35.50\|40.93\|34.98\|76514;2026-03-25\|40.89\|3.26\|39.60\|42.98\|39.48\|53142;2026-03-26\|40.39\|-1.22\|41.00\|41.09\|39.00\|33942;2026-03-27\|41.18\|1.96\|40.00\|41.88\|39.40\|30016;2026-03-30\|45.11\|9.54\|40.86\|46.48\|39.30\|59125;2026-03-31\|43.59\|-3.37\|46.01\|46.50\|43.34\|39145;2026-04-01\|44.98\|3.19\|44.46\|46.00\|43.20\|30208;2026-04-02\|44.12\|-1.91\|44.54\|47.98\|43.52\|42443;2026-04-03\|45.55\|3.24\|43.44\|46.00\|42.63\|39269;2026-04-07\|47.96\|5.29\|46.50\|49.20\|44.00\|43757;2026-04-08\|52.87\|10.24\|50.96\|54.50\|48.60\|56440;2026-04-09\|55.02\|4.07\|53.01\|56.50\|52.29\|52592;2026-04-10\|53.30\|-3.13\|51.51\|54.99\|51.51\|41989;2026-04-13\|49.75\|-6.66\|51.70\|54.30\|49.30\|38039;2026-04-14\|50.38\|1.27\|49.26\|52.29\|47.57\|43124;2026-04-15\|49.90\|-0.95\|51.50\|53.96\|48.80\|42432;2026-04-16\|49.24\|-1.32\|49.49\|50.00\|47.80\|28397;2026-04-17\|44.40\|-9.83\|48.00\|48.24\|44.02\|53054;2026-04-20\|46.20\|4.05\|44.40\|46.69\|41.43\|57642;2026-04-21\|44.36\|-3.98\|47.00\|49.69\|43.86\|57759;2026-04-22\|44.61\|0.56\|44.22\|45.35\|42.89\|51122;2026-04-23\|44.05\|-1.26\|44.88\|45.60\|43.11\|29004;2026-04-24\|43.05\|-2.27\|43.83\|44.60\|42.17\|22431;2026-04-27\|41.38\|-3.88\|43.28\|43.41\|41.07\|30631;2026-04-28\|40.79\|-1.43\|41.38\|41.89\|40.40\|22716;2026-04-29\|40.86\|0.17\|40.62\|41.62\|40.41\|18514;2026-04-30\|42.00\|2.79\|40.83\|43.20\|40.44\|27851;2026-05-06\|41.78\|-0.52\|42.16\|43.77\|41.40\|31230;2026-05-07\|43.40\|3.88\|41.88\|44.76\|41.80\|33877;2026-05-08\|44.70\|3.00\|42.97\|45.20\|42.24\|35589;2026-05-11\|44.64\|-0.13\|44.44\|45.42\|43.36\|35164;2026-05-12\|47.47\|6.34\|44.62\|48.49\|44.39\|48702;2026-05-13\|46.78\|-1.45\|47.01\|49.77\|46.50\|48930;2026-05-14\|44.62\|-4.62\|47.88\|47.98\|44.00\|44547;2026-05-15\|44.10\|-1.17\|44.00\|46.27\|43.21\|26556;2026-05-18\|41.32\|-6.30\|43.57\|43.99\|40.50\|42980;2026-05-19\|39.73\|-3.85\|41.17\|42.49\|39.40\|31799;2026-05-20\|38.88\|-2.14\|39.43\|39.65\|37.83\|34286;2026-05-21\|37.05\|-4.71\|38.50\|39.90\|36.76\|25066;2026-05-22\|37.56\|1.38\|37.36\|38.42\|36.30\|20367;2026-05-25\|38.45\|2.37\|37.97\|39.18\|37.09\|24207;2026-05-26\|34.70\|-9.75\|38.03\|38.03\|34.06\|29436;2026-05-27\|35.97\|3.66\|35.56\|36.26\|34.82\|20283;2026-05-28\|34.56\|-3.92\|36.56\|36.56\|33.36\|15102;2026-05-29\|32.91\|-4.77\|35.05\|35.50\|32.78\|14525;2026-06-01\|34.50\|4.83\|33.75\|35.50\|32.79\|15639;2026-06-02\|34.05\|-1.30\|34.78\|34.84\|33.20\|11016;2026-06-03\|34.50\|1.32\|34.20\|35.00\|32.52\|21783;2026-06-04\|34.30\|-0.58\|34.51\|38.13\|33.81\|30634;2026-06-05\|34.64\|0.99\|33.96\|35.40\|32.67\|14845;2026-06-08\|34.63\|-0.03\|32.82\|35.96\|32.80\|18013;2026-06-09\|36.13\|4.33\|35.28\|38.28\|35.22\|34691;2026-06-10\|34.41\|-4.76\|35.81\|37.73\|33.82\|31048;2026-06-11\|34.10\|-0.90\|33.60\|34.93\|33.31\|17887;2026-06-12\|34.68\|1.70\|35.00\|35.57\|34.24\|20431;2026-06-15\|35.49\|2.34\|35.05\|36.40\|34.50\|21684;2026-06-16\|36.55\|2.99\|35.27\|37.20\|35.27\|19801;2026-06-17\|35.26\|-3.53\|36.85\|36.85\|34.50\|19251;2026-06-18\|34.48\|-2.21\|34.56\|35.41\|34.22\|17619;2026-06-22\|34.23\|-0.73\|34.00\|34.48\|32.25\|26267;2026-06-23\|34.28\|0.15\|34.19\|34.75\|33.50\|16379;2026-06-24\|32.94\|-3.91\|34.00\|34.67\|32.35\|15995;2026-06-25\|33.12\|0.55\|34.00\|34.64\|32.25\|21841;2026-06-26\|36.99\|11.68\|32.95\|38.87\|32.95\|63849;2026-06-29\|39.44\|6.62\|36.20\|39.92\|36.20\|55697;2026-06-30\|44.40\|12.58\|39.79\|44.80\|39.13\|62434;2026-07-01\|46.47\|4.66\|44.98\|47.49\|42.81\|60323;2026-07-02\|44.53\|-4.17\|45.50\|46.99\|44.28\|41265;2026-07-03\|46.77\|5.03\|44.53\|47.88\|43.45\|35469;2026-07-06\|43.40\|-7.21\|46.63\|46.95\|42.62\|31728;2026-07-07\|37.20\|-14.29\|42.83\|43.72\|37.00\|45026;2026-07-08\|35.99\|-3.25\|37.00\|37.71\|35.51\|30392;2026-07-09\|35.02\|-2.70\|32.51\|37.33\|32.51\|34915;2026-07-10\|35.77\|2.14\|35.67\|38.78\|34.40\|35910;2026-07-13\|32.25\|-9.84\|34.16\|35.89\|32.20\|27595;2026-07-14\|33.11\|2.67\|32.20\|33.96\|31.14\|26604;2026-07-15\|31.52\|-4.80\|33.11\|33.62\|31.23\|21412;2026-07-16\|30.24\|-4.06\|31.16\|31.99\|30.05\|21964;2026-07-17\|26.71\|-11.67\|30.07\|30.39\|26.54\|30664;2026-07-20\|24.83\|-7.04\|27.72\|27.98\|24.36\|34743;2026-07-21\|25.98\|4.63\|25.14\|26.38\|22.02\|31993;2026-07-22\|25.25\|-2.81\|26.01\|26.50\|25.03\|17964;2026-07-23\|25.82\|2.26\|25.16\|26.20\|24.71\|15299;2026-07-24\|25.38\|-1.70\|25.52\|25.90\|24.91\|11933
41527	国家队长征系列火箭迎来密集首飞	涨停揭秘：公司中标星网研究院终端验证系统项目，叠加英伟达发布“太空计算”平台及长征火箭密集首飞，强化其在6G星地融合通信领域的核心地位；涨停缘由：中标上海卫星互联网研究院终端验证评估系统；星地融合为6G关键技术方向；自研5类核心芯片覆盖数字中频、收发信机等；参与多项国家级星网科研项目；资金逻辑：航天通信板块资金集中度提升，公司作为央企背景+技术壁垒高的星地融合平台型公司获主力持续加仓；风险提示：星网项目执行周期长，收入确认节奏较慢；芯片自研投入大，短期盈利承压。	1、公司下属子公司大唐联仪近期中标上海卫星互联网研究院终端验证评估系统及重庆星网网络系统研究院载荷测试子系统采购项目； 2、公司表示星地融合是面向6G布局的关键技术方向之一，公司在持续开展5G/6G星地融合通信技术的研究与验证； 3、公司通过自研及与国内芯片设计企业合作，规划布局了 5 核心芯片，包含数字中频、收发信机等芯片	2026-03-17\|13.95\|-2.86\|14.61\|14.70\|13.88\|514660;2026-03-18\|16.00\|14.70\|14.12\|16.05\|13.89\|1240073;2026-03-19\|15.45\|-3.44\|15.50\|16.20\|15.30\|941324;2026-03-20\|14.99\|-2.98\|15.70\|15.77\|14.89\|673636;2026-03-23\|14.11\|-5.87\|14.59\|15.00\|13.92\|757971;2026-03-24\|14.30\|1.35\|14.45\|14.50\|13.66\|636133;2026-03-25\|14.24\|-0.42\|14.50\|14.88\|14.10\|546448;2026-03-26\|13.80\|-3.09\|14.60\|14.68\|13.49\|710826;2026-03-27\|14.21\|2.97\|13.40\|14.48\|13.35\|604770;2026-03-30\|14.71\|3.52\|13.93\|14.96\|13.87\|682123;2026-03-31\|14.92\|1.43\|14.75\|15.64\|14.57\|877601;2026-04-01\|14.96\|0.27\|15.25\|15.26\|14.60\|533065;2026-04-02\|14.45\|-3.41\|14.65\|15.03\|14.37\|358540;2026-04-03\|14.33\|-0.83\|14.65\|14.92\|14.11\|563005;2026-04-07\|13.80\|-3.70\|14.37\|14.45\|13.52\|582804;2026-04-08\|15.25\|10.51\|14.45\|15.30\|14.45\|872633;2026-04-09\|15.50\|1.64\|14.90\|15.98\|14.60\|816293;2026-04-10\|14.98\|-3.35\|15.60\|15.78\|14.92\|659572;2026-04-13\|14.84\|-0.93\|14.80\|15.24\|14.64\|475297;2026-04-14\|16.52\|11.32\|15.14\|16.98\|14.96\|1364364;2026-04-15\|16.89\|2.24\|16.85\|17.52\|16.61\|1534979;2026-04-16\|17.37\|2.84\|16.72\|17.80\|16.70\|1034005;2026-04-17\|17.49\|0.69\|17.30\|17.66\|17.00\|842167;2026-04-20\|17.97\|2.74\|17.40\|18.95\|17.25\|1149767;2026-04-21\|17.73\|-1.34\|17.55\|18.33\|17.44\|892236;2026-04-22\|17.95\|1.24\|17.52\|18.09\|17.10\|775878;2026-04-23\|17.70\|-1.39\|17.80\|18.05\|17.12\|831602;2026-04-24\|17.00\|-3.95\|17.41\|17.59\|16.75\|835822;2026-04-27\|17.20\|1.18\|17.09\|18.10\|16.70\|902929;2026-04-28\|17.45\|1.45\|17.13\|18.27\|16.45\|934286;2026-04-29\|18.11\|3.78\|17.27\|18.17\|17.01\|793038;2026-04-30\|19.58\|8.12\|18.08\|19.79\|17.69\|1206695;2026-05-06\|20.38\|4.09\|19.34\|20.96\|19.10\|1221460;2026-05-07\|20.70\|1.57\|20.38\|20.88\|20.00\|946052;2026-05-08\|21.77\|5.17\|20.54\|21.94\|20.41\|1018369;2026-05-11\|22.45\|3.12\|22.60\|24.30\|22.21\|1366844;2026-05-12\|21.92\|-2.36\|22.57\|23.40\|21.72\|968582;2026-05-13\|22.16\|1.09\|21.89\|22.39\|21.31\|1017041;2026-05-14\|20.60\|-7.04\|22.50\|22.70\|20.60\|1098914;2026-05-15\|19.81\|-3.83\|20.75\|20.75\|19.52\|991630;2026-05-18\|19.77\|-0.20\|19.96\|20.70\|19.32\|842479;2026-05-19\|19.35\|-2.12\|19.66\|19.76\|18.80\|724930;2026-05-20\|19.20\|-0.78\|19.20\|19.57\|18.92\|642246;2026-05-21\|18.12\|-5.62\|19.47\|19.78\|18.01\|839322;2026-05-22\|18.60\|2.65\|18.18\|18.73\|17.71\|587043;2026-05-25\|18.69\|0.48\|18.94\|18.97\|17.88\|638931;2026-05-26\|17.90\|-4.23\|18.55\|18.56\|17.60\|685420;2026-05-27\|17.49\|-2.29\|18.22\|18.23\|17.26\|557941;2026-05-28\|17.86\|2.12\|17.60\|18.18\|17.10\|615752;2026-05-29\|16.14\|-9.63\|17.35\|17.44\|15.70\|1102791;2026-06-01\|15.27\|-5.39\|15.98\|16.09\|15.23\|734340;2026-06-02\|15.72\|2.95\|15.50\|15.99\|14.91\|615307;2026-06-03\|16.30\|3.69\|15.72\|16.77\|15.61\|654837;2026-06-04\|15.93\|-2.27\|16.07\|16.38\|15.71\|460015;2026-06-05\|16.98\|6.59\|16.30\|18.17\|15.97\|1125624;2026-06-08\|15.72\|-7.42\|16.33\|17.14\|15.63\|828467;2026-06-09\|16.20\|3.05\|15.97\|16.36\|15.51\|599891;2026-06-10\|15.70\|-3.09\|16.02\|16.80\|15.51\|524125;2026-06-11\|15.75\|0.32\|15.39\|16.07\|15.30\|446144;2026-06-12\|15.87\|0.76\|16.08\|17.09\|15.79\|769287;2026-06-15\|15.51\|-2.27\|15.51\|15.77\|14.98\|722789;2026-06-16\|15.33\|-1.16\|15.78\|15.97\|15.24\|672317;2026-06-17\|17.37\|13.31\|15.35\|17.45\|15.13\|1251511;2026-06-18\|17.72\|2.02\|17.35\|18.63\|16.96\|1100446;2026-06-22\|17.61\|-0.62\|17.60\|17.83\|16.82\|852448;2026-06-23\|16.91\|-3.98\|17.30\|17.48\|16.81\|561413;2026-06-24\|17.71\|4.73\|16.80\|17.99\|16.50\|746016;2026-06-25\|18.13\|2.37\|17.70\|18.88\|17.41\|841250;2026-06-26\|19.51\|7.61\|17.85\|20.10\|17.62\|1205881;2026-06-29\|18.91\|-3.08\|19.30\|20.03\|18.76\|936792;2026-06-30\|19.84\|4.92\|19.26\|19.97\|19.03\|813274;2026-07-01\|20.41\|2.87\|19.55\|20.86\|19.43\|897510;2026-07-02\|19.08\|-6.52\|20.05\|20.49\|19.01\|757777;2026-07-03\|21.15\|10.85\|19.05\|21.58\|18.94\|1080208;2026-07-06\|19.67\|-7.00\|21.69\|22.15\|19.58\|918544;2026-07-07\|19.84\|0.86\|19.60\|20.88\|19.25\|763591;2026-07-08\|18.07\|-8.92\|19.58\|20.05\|18.07\|750524;2026-07-09\|20.62\|14.11\|18.19\|20.79\|18.07\|873106;2026-07-10\|22.28\|8.05\|20.51\|24.44\|20.10\|1956734;2026-07-13\|18.60\|-16.52\|21.70\|21.70\|18.19\|1411128;2026-07-14\|16.57\|-10.91\|17.98\|17.98\|15.94\|1092212;2026-07-15\|16.28\|-1.75\|16.45\|17.39\|16.18\|639324;2026-07-16\|15.08\|-7.37\|16.00\|16.60\|14.93\|710761;2026-07-17\|13.17\|-12.67\|14.90\|14.90\|12.92\|901917;2026-07-20\|12.26\|-6.91\|13.55\|13.74\|11.85\|828876;2026-07-21\|13.32\|8.65\|12.36\|13.50\|11.22\|832686;2026-07-22\|12.90\|-3.15\|13.05\|13.45\|12.80\|610733;2026-07-23\|13.12\|1.71\|12.96\|13.38\|12.80\|491726;2026-07-24\|12.33\|-6.02\|12.86\|13.07\|12.30\|414390
41526	国家队长征系列火箭迎来密集首飞	涨停揭秘：受益长征系列火箭密集首飞及智神星一号可复用火箭临近首飞催化，叠加人形机器人PEEK材料概念强化；涨停缘由：控股子公司成都新月深度参与军机与航发配套；PEEK紧固件切入人形机器人供应链；2025年分红预案落地增强市场信心；资金逻辑：主力资金借航天板块情绪高潮回流低位军工标的，叠加高弹性小市值特征吸引游资接力；风险提示：2025年净利润仅1292万元，分红总额占净利40.83%，持续经营能力与订单能见度仍需验证	1、控股子公司成都新月，属于航空航天军工领域，产品主要为军用飞机零件等，客户涵盖中航工业下属多家军机主机厂以及航空发动机制造单位； 2、公司可以提供多种紧固件、PEEK材质产品，其中PEEK为市场热门的人形机器人材料之一	2026-03-17\|139.73\|-3.79\|147.00\|147.80\|139.60\|50072;2026-03-18\|151.80\|8.64\|141.30\|152.40\|139.01\|105436;2026-03-19\|148.80\|-1.98\|146.01\|152.97\|146.00\|78919;2026-03-20\|144.50\|-2.89\|150.86\|151.99\|144.00\|63386;2026-03-23\|139.18\|-3.68\|142.95\|150.00\|138.99\|77904;2026-03-24\|139.77\|0.42\|143.20\|143.90\|134.58\|64163;2026-03-25\|141.70\|1.38\|143.01\|145.93\|141.00\|61455;2026-03-26\|146.55\|3.42\|145.02\|147.57\|138.08\|102534;2026-03-27\|142.90\|-2.49\|140.00\|145.89\|136.51\|88549;2026-03-30\|162.18\|13.49\|141.51\|168.60\|141.51\|180135;2026-03-31\|165.35\|1.95\|162.18\|174.94\|162.18\|188457;2026-04-01\|162.65\|-1.63\|166.50\|168.05\|157.99\|129232;2026-04-02\|150.85\|-7.25\|155.00\|156.59\|150.01\|111384;2026-04-03\|144.55\|-4.18\|152.80\|154.25\|142.53\|91845;2026-04-07\|140.21\|-3.00\|144.83\|146.66\|139.68\|61582;2026-04-08\|154.99\|10.54\|144.46\|158.66\|144.45\|116794;2026-04-09\|149.94\|-3.26\|150.50\|153.90\|148.61\|75088;2026-04-10\|149.62\|-0.21\|151.00\|154.96\|149.23\|79936;2026-04-13\|154.88\|3.52\|149.00\|157.50\|148.01\|96369;2026-04-14\|163.92\|5.84\|155.00\|164.64\|152.25\|133611;2026-04-15\|167.18\|1.99\|164.34\|174.87\|164.28\|152789;2026-04-16\|169.47\|1.37\|167.18\|172.04\|166.26\|103029;2026-04-17\|168.00\|-0.87\|168.50\|169.80\|165.01\|87609;2026-04-20\|178.25\|6.10\|169.01\|182.20\|167.00\|152878;2026-04-21\|180.13\|1.05\|176.56\|186.66\|175.79\|120805;2026-04-22\|177.94\|-1.22\|174.00\|177.99\|170.00\|109393;2026-04-23\|174.90\|-1.71\|176.17\|183.33\|170.40\|102822;2026-04-24\|169.02\|-3.36\|173.00\|176.76\|167.27\|84488;2026-04-27\|167.50\|-0.90\|166.04\|170.99\|165.77\|67785;2026-04-28\|167.95\|0.27\|167.00\|172.70\|161.16\|77313;2026-04-29\|167.28\|-0.40\|165.15\|170.78\|165.15\|52631;2026-04-30\|174.60\|4.38\|167.00\|176.25\|165.52\|86953;2026-05-06\|185.86\|6.45\|173.00\|186.01\|172.80\|123788;2026-05-07\|187.09\|0.66\|185.00\|189.48\|181.40\|114840;2026-05-08\|196.83\|5.21\|186.00\|205.00\|185.10\|131792;2026-05-11\|198.90\|1.05\|202.00\|203.60\|193.60\|113061;2026-05-12\|189.71\|-4.62\|198.00\|198.64\|187.98\|87648;2026-05-13\|190.40\|0.36\|187.90\|192.98\|185.00\|77466;2026-05-14\|178.00\|-6.51\|189.14\|193.00\|178.00\|85958;2026-05-15\|169.55\|-4.75\|177.13\|178.88\|166.20\|89371;2026-05-18\|173.31\|2.22\|170.00\|180.66\|170.00\|81179;2026-05-19\|167.98\|-3.08\|173.20\|174.97\|164.58\|65580;2026-05-20\|168.00\|0.01\|166.00\|169.74\|163.80\|50890;2026-05-21\|160.18\|-4.65\|169.70\|170.00\|160.00\|64172;2026-05-22\|162.65\|1.54\|160.28\|162.88\|155.19\|53702;2026-05-25\|160.65\|-1.23\|165.61\|166.00\|157.00\|56006;2026-05-26\|152.91\|-4.82\|159.90\|160.00\|149.45\|65973;2026-05-27\|150.51\|-1.57\|155.50\|156.55\|148.18\|52881;2026-05-28\|154.47\|2.63\|151.56\|155.99\|150.16\|56491;2026-05-29\|142.38\|-7.83\|152.00\|152.98\|140.00\|72762;2026-06-01\|138.47\|-2.75\|144.11\|144.77\|138.39\|40067;2026-06-02\|99.01\|0.14\|100.98\|101.00\|95.50\|62902;2026-06-03\|102.81\|3.84\|99.96\|105.97\|98.89\|87084;2026-06-04\|101.41\|-1.36\|100.89\|103.33\|100.74\|51775;2026-06-05\|104.16\|2.71\|103.99\|106.66\|99.58\|127861;2026-06-08\|97.69\|-6.21\|100.66\|106.16\|97.46\|101079;2026-06-09\|99.86\|2.22\|98.85\|100.42\|94.70\|91022;2026-06-10\|99.85\|-0.01\|100.94\|102.58\|97.55\|77475;2026-06-11\|100.00\|0.15\|98.85\|101.55\|97.23\|71025;2026-06-12\|101.44\|1.44\|102.85\|105.89\|99.00\|105253;2026-06-15\|97.38\|-4.00\|99.77\|99.80\|95.80\|100502;2026-06-16\|95.56\|-1.87\|99.50\|99.89\|95.31\|100867;2026-06-17\|97.47\|2.00\|94.57\|101.48\|94.57\|114615;2026-06-18\|105.35\|8.08\|96.21\|105.82\|95.65\|153804;2026-06-22\|99.36\|-5.69\|105.50\|105.79\|95.34\|154093;2026-06-23\|95.50\|-3.88\|97.72\|98.97\|95.00\|76244;2026-06-24\|107.00\|12.04\|95.50\|108.99\|92.40\|188889;2026-06-25\|104.30\|-2.52\|106.60\|108.60\|102.35\|111146;2026-06-26\|110.18\|5.64\|102.31\|113.43\|100.40\|169546;2026-06-29\|108.85\|-1.21\|109.30\|109.80\|105.36\|118504;2026-06-30\|111.56\|2.49\|110.99\|113.72\|108.70\|148645;2026-07-01\|110.80\|-0.68\|109.18\|114.88\|107.80\|137451;2026-07-02\|106.18\|-4.17\|108.88\|113.94\|106.18\|99207;2026-07-03\|118.64\|11.73\|108.00\|120.70\|107.38\|211451;2026-07-06\|107.01\|-9.80\|119.00\|120.20\|107.01\|160578;2026-07-07\|102.70\|-4.03\|107.00\|111.86\|100.03\|110247;2026-07-08\|96.22\|-6.31\|101.90\|103.99\|96.20\|87872;2026-07-09\|102.90\|6.94\|97.04\|103.30\|94.65\|86620;2026-07-10\|114.88\|11.64\|102.00\|123.48\|99.26\|290934;2026-07-13\|96.98\|-15.58\|109.95\|111.00\|93.60\|213364;2026-07-14\|85.51\|-11.83\|93.00\|94.78\|80.60\|169534;2026-07-15\|81.12\|-5.13\|85.68\|86.66\|80.41\|111406;2026-07-16\|77.31\|-4.70\|79.38\|81.93\|76.67\|81958;2026-07-17\|68.72\|-11.11\|78.00\|78.42\|68.40\|102684;2026-07-20\|63.30\|-7.89\|72.00\|72.15\|61.20\|108161;2026-07-21\|67.35\|6.40\|64.09\|67.39\|56.88\|124153;2026-07-22\|64.92\|-3.61\|66.00\|68.60\|64.31\|96318;2026-07-23\|66.20\|1.97\|64.89\|67.75\|64.53\|71956;2026-07-24\|62.60\|-5.44\|64.77\|65.98\|62.43\|51760
41525	国家队长征系列火箭迎来密集首飞	散热铜粉+MLCC+一季度增长+央企 1、据2026年3月20日投资者关系活动记录表，公司新型散热铜粉已稳定应用于华为昇腾芯片，属于行业内首创，散热效率较传统铜粉提升10%-20%，热端收益3-5℃。 2、据2026年5月29日互动易，子公司有研纳微在高活性纳米铜粉和微细镍粉方面有深厚技术储备，公司期望2026年在电子浆料及纳米金属粉体板块订单量有较大提升，产品可用于MLCC等领域。 3、据2026年4月25日一季报，公司2026年一季度实现营收12.65亿元，同比增长59.00%；归母净利润3029.16万元，同比增长193.05%。 4、据2026年6月2日互动易，公司铜基金属粉体材料与微电子锡基焊粉材料国内市占率均居第一，控股股东为中国有研科技集团，最终控制人为国务院国资委。	公司3D打印铝合金、高温合金等粉末已用于商业航天并与国内商业航天企业合作，预计十年内四万颗卫星需求将带动粉体用量	2026-03-17\|57.38\|-2.84\|59.05\|59.85\|57.33\|15289;2026-03-18\|58.18\|1.39\|57.38\|58.35\|57.00\|14853;2026-03-19\|56.10\|-3.58\|57.31\|57.47\|55.89\|18749;2026-03-20\|55.11\|-1.76\|56.62\|57.41\|55.11\|17959;2026-03-23\|51.40\|-6.73\|53.66\|54.69\|51.00\|33062;2026-03-24\|52.80\|2.72\|52.29\|52.97\|51.39\|18013;2026-03-25\|53.60\|1.52\|53.50\|54.98\|53.50\|15748;2026-03-26\|51.97\|-3.04\|53.61\|53.93\|51.80\|18336;2026-03-27\|52.36\|0.75\|50.85\|53.37\|50.51\|27033;2026-03-30\|52.77\|0.78\|51.75\|53.49\|51.75\|26222;2026-03-31\|51.57\|-2.27\|52.50\|53.98\|51.57\|21847;2026-04-01\|52.93\|2.64\|52.90\|53.35\|52.21\|17591;2026-04-02\|51.29\|-3.10\|52.50\|52.98\|51.12\|15508;2026-04-03\|49.74\|-3.02\|51.55\|51.75\|49.74\|19690;2026-04-07\|50.50\|1.53\|50.19\|50.61\|49.45\|24868;2026-04-08\|56.05\|10.99\|52.25\|56.30\|52.25\|44129;2026-04-09\|56.06\|0.02\|55.40\|56.76\|54.75\|28053;2026-04-10\|55.72\|-0.61\|56.88\|57.50\|55.60\|21818;2026-04-13\|55.25\|-0.84\|55.38\|56.23\|54.34\|21395;2026-04-14\|56.40\|2.08\|55.75\|56.68\|55.51\|18293;2026-04-15\|56.51\|0.20\|57.85\|59.07\|56.32\|32987;2026-04-16\|56.91\|0.71\|56.51\|57.37\|56.33\|21048;2026-04-17\|58.03\|1.97\|56.72\|58.88\|56.69\|28771;2026-04-20\|59.58\|2.67\|58.00\|59.58\|57.30\|29538;2026-04-21\|58.45\|-1.90\|60.00\|60.25\|58.02\|33025;2026-04-22\|58.23\|-0.38\|57.75\|58.82\|57.50\|25580;2026-04-23\|56.87\|-2.34\|58.23\|58.78\|56.34\|25363;2026-04-24\|58.58\|3.01\|56.87\|60.18\|56.00\|39771;2026-04-27\|64.42\|9.97\|64.20\|68.29\|63.79\|96320;2026-04-28\|62.12\|-3.57\|63.61\|65.45\|61.77\|50278;2026-04-29\|64.00\|3.03\|61.95\|64.88\|61.75\|52938;2026-04-30\|66.06\|3.22\|63.49\|66.90\|62.79\|55449;2026-05-06\|69.54\|5.27\|66.99\|71.63\|66.36\|64317;2026-05-07\|72.06\|3.62\|70.00\|73.55\|67.99\|57125;2026-05-08\|77.95\|8.17\|71.31\|79.00\|70.99\|77731;2026-05-11\|81.50\|4.55\|80.75\|87.73\|80.20\|121372;2026-05-12\|82.60\|1.35\|80.20\|85.70\|80.18\|84011;2026-05-13\|86.26\|4.43\|80.90\|89.66\|80.88\|94689;2026-05-14\|82.35\|-4.53\|86.65\|87.70\|81.50\|66892;2026-05-15\|81.59\|-0.92\|82.66\|85.00\|80.40\|71556;2026-05-18\|82.33\|0.91\|80.48\|82.99\|79.50\|58973;2026-05-19\|86.77\|5.39\|81.50\|87.34\|80.81\|75845;2026-05-20\|84.76\|-2.32\|85.76\|85.76\|83.15\|47750;2026-05-21\|78.88\|-6.94\|85.30\|87.50\|78.30\|69596;2026-05-22\|85.57\|8.48\|80.35\|86.80\|79.97\|76176;2026-05-25\|89.60\|4.71\|86.65\|94.93\|84.66\|92147;2026-05-26\|88.68\|-1.03\|93.19\|93.19\|84.98\|79751;2026-05-27\|89.19\|0.58\|86.66\|94.60\|85.50\|94894;2026-05-28\|90.46\|1.42\|88.02\|92.49\|87.40\|77571;2026-05-29\|77.10\|-14.77\|90.93\|90.93\|76.49\|116675;2026-06-01\|76.02\|-1.40\|76.98\|80.50\|75.30\|77106;2026-06-02\|81.12\|6.71\|79.00\|83.98\|77.44\|75265;2026-06-03\|85.25\|5.09\|83.23\|88.96\|82.98\|78897;2026-06-04\|93.44\|9.61\|83.31\|95.26\|82.04\|90798;2026-06-05\|88.90\|-4.86\|91.00\|91.60\|87.02\|64140;2026-06-08\|95.48\|7.40\|81.01\|99.99\|81.01\|128055;2026-06-09\|96.65\|1.23\|95.96\|97.62\|92.00\|91744;2026-06-10\|115.98\|20.00\|94.50\|115.98\|93.80\|182216;2026-06-11\|137.00\|18.12\|116.71\|138.79\|110.32\|213073;2026-06-12\|132.05\|-3.61\|128.10\|142.38\|125.10\|174398;2026-06-15\|140.05\|6.06\|140.02\|146.51\|131.89\|137674;2026-06-16\|154.48\|10.30\|138.00\|161.29\|137.35\|146196;2026-06-17\|159.62\|3.33\|149.99\|164.58\|149.00\|124389;2026-06-18\|156.91\|-1.70\|157.00\|160.88\|151.67\|113062;2026-06-22\|153.89\|-1.92\|154.00\|155.20\|146.01\|125841;2026-06-23\|145.08\|-5.72\|153.80\|153.80\|142.00\|110048;2026-06-24\|144.52\|-0.39\|141.61\|144.57\|135.00\|126699;2026-06-25\|148.18\|2.70\|142.77\|154.98\|140.00\|110642;2026-06-26\|149.38\|0.81\|141.54\|151.99\|141.53\|92469;2026-06-29\|138.60\|-7.22\|147.56\|152.32\|131.63\|131372;2026-06-30\|139.60\|0.72\|135.00\|140.35\|132.80\|77086;2026-07-01\|136.51\|-2.21\|139.00\|142.66\|135.00\|73055;2026-07-02\|134.70\|-1.33\|131.19\|146.80\|127.51\|89914;2026-07-03\|125.46\|-6.86\|131.34\|135.64\|125.46\|95651;2026-07-06\|119.61\|-4.66\|120.91\|127.87\|119.51\|84842;2026-07-07\|113.00\|-5.53\|116.87\|121.00\|111.72\|73697;2026-07-08\|109.98\|-2.67\|115.14\|117.72\|109.30\|50799;2026-07-09\|112.41\|2.21\|111.78\|113.60\|104.23\|62874;2026-07-10\|109.00\|-3.03\|114.66\|118.99\|109.00\|76888;2026-07-13\|99.64\|-8.59\|107.31\|109.66\|99.00\|57308;2026-07-14\|103.77\|4.14\|100.22\|104.45\|96.15\|54645;2026-07-15\|99.45\|-4.16\|105.90\|108.52\|99.00\|52021;2026-07-16\|92.30\|-7.19\|98.98\|99.85\|91.00\|56267;2026-07-17\|82.99\|-10.09\|92.91\|92.97\|82.64\|53528;2026-07-20\|70.94\|-14.52\|85.00\|86.33\|69.08\|83625;2026-07-21\|78.00\|9.95\|71.93\|78.00\|63.09\|104866;2026-07-22\|76.11\|-2.42\|77.02\|79.82\|75.33\|76882;2026-07-23\|76.39\|0.37\|77.95\|82.34\|76.00\|67190;2026-07-24\|74.54\|-2.42\|75.64\|78.80\|72.78\|50606

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