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
41524	国家队长征系列火箭迎来密集首飞	商业航天+火箭贮箱+无人机大单 1、据2026年1月7日投资者关系管理信息，公司已成为天兵科技天龙三号核心供应商，承担整箭贮箱及部分结构件制造任务，占结构件制造任务总体价值量60%-80%，单箭价值量超2000万元，并通过收购天津跃峰51%股权强化火箭贮箱等商业航天核心部件配套能力。 2、据2026年3月2日公告，自贡广联与航空工业集团下属单位签订5948万元无人机复合材料机翼壁板组件合同，标志无人机业务进入小规模放量阶段。 3、据2025年11月20日互动易，公司为C919提供复材工装及金属结构件，并深度参与C929壁板生产线及大型复材结构件研发。	国内知名的民营航空航天工业配套产品供应商；公司生产的航空航天零部件主要为直接组装在飞行器上的结构件，已为多家央企主机厂及科研院所稳定提供用于各类军用飞机、民用飞机、导弹武器系统等航空航天产品的零部件	2026-03-17\|36.60\|-3.46\|38.37\|38.96\|36.50\|201654;2026-03-18\|41.59\|13.63\|37.52\|41.93\|36.51\|527208;2026-03-19\|41.92\|0.79\|40.01\|42.75\|40.01\|397085;2026-03-20\|39.01\|-6.94\|41.92\|42.00\|38.91\|318338;2026-03-23\|37.21\|-4.61\|38.75\|41.39\|36.81\|350997;2026-03-24\|35.08\|-5.72\|38.02\|38.89\|33.10\|499643;2026-03-25\|33.56\|-4.33\|35.46\|36.34\|32.81\|515440;2026-03-26\|32.54\|-3.04\|33.79\|33.94\|31.90\|324508;2026-03-27\|31.80\|-2.27\|31.45\|32.38\|30.85\|242621;2026-03-30\|38.16\|20.00\|31.21\|38.16\|31.21\|587709;2026-03-31\|38.60\|1.15\|39.54\|40.22\|38.00\|625549;2026-04-01\|40.05\|3.76\|39.35\|41.60\|39.06\|485025;2026-04-02\|40.20\|0.37\|39.96\|40.79\|38.61\|378453;2026-04-03\|37.11\|-7.69\|40.00\|40.38\|35.51\|388761;2026-04-07\|35.13\|-5.34\|37.37\|37.50\|34.80\|303431;2026-04-08\|39.00\|11.02\|36.60\|39.50\|36.40\|382500;2026-04-09\|38.32\|-1.74\|38.01\|39.20\|37.50\|278601;2026-04-10\|37.72\|-1.57\|38.59\|40.18\|37.71\|285307;2026-04-13\|38.24\|1.38\|37.17\|38.65\|36.60\|223213;2026-04-14\|39.93\|4.42\|38.56\|40.58\|37.36\|458312;2026-04-15\|41.40\|3.68\|40.67\|45.30\|40.38\|641174;2026-04-16\|42.81\|3.41\|40.57\|44.08\|40.06\|424295;2026-04-17\|45.01\|5.14\|42.87\|45.50\|41.80\|599503;2026-04-20\|50.20\|11.53\|44.93\|52.00\|44.50\|720681;2026-04-21\|50.50\|0.60\|51.01\|51.80\|49.59\|537965;2026-04-22\|47.88\|-5.19\|47.70\|49.96\|47.24\|537967;2026-04-23\|45.76\|-4.43\|47.50\|47.81\|44.82\|448655;2026-04-24\|43.02\|-5.99\|45.22\|45.97\|41.95\|393208;2026-04-27\|42.47\|-1.28\|42.49\|43.31\|41.90\|251256;2026-04-28\|41.49\|-2.31\|42.24\|43.30\|40.91\|294082;2026-04-29\|42.68\|2.87\|41.58\|43.50\|41.35\|307940;2026-04-30\|44.45\|4.15\|42.68\|45.54\|42.00\|430824;2026-05-06\|45.41\|2.16\|44.00\|46.09\|43.97\|400303;2026-05-07\|44.87\|-1.19\|45.12\|45.69\|43.60\|371547;2026-05-08\|48.30\|7.64\|45.85\|49.30\|45.39\|538089;2026-05-11\|49.20\|1.86\|48.00\|50.30\|47.57\|457552;2026-05-12\|47.42\|-3.62\|48.43\|49.18\|45.95\|380071;2026-05-13\|48.30\|1.86\|47.01\|48.89\|46.30\|316050;2026-05-14\|45.90\|-4.97\|51.00\|51.01\|45.88\|501605;2026-05-15\|42.85\|-6.64\|45.39\|45.98\|42.36\|376600;2026-05-18\|42.56\|-0.68\|42.67\|44.60\|41.88\|292779;2026-05-19\|41.36\|-2.82\|41.82\|42.35\|40.30\|249814;2026-05-20\|40.90\|-1.11\|40.56\|41.40\|39.86\|215307;2026-05-21\|38.50\|-5.87\|41.14\|41.94\|38.32\|262704;2026-05-22\|40.04\|4.00\|38.67\|41.00\|37.88\|207728;2026-05-25\|38.46\|-3.95\|40.79\|40.79\|37.90\|215969;2026-05-26\|37.47\|-2.57\|38.00\|38.29\|36.34\|187215;2026-05-27\|37.07\|-1.07\|38.10\|38.54\|36.37\|222915;2026-05-28\|39.12\|5.53\|37.46\|39.48\|37.07\|264366;2026-05-29\|35.27\|-9.84\|38.20\|38.40\|34.80\|271916;2026-06-01\|34.18\|-3.09\|35.11\|35.47\|33.90\|163960;2026-06-02\|34.30\|0.35\|34.40\|34.68\|32.47\|182624;2026-06-03\|35.10\|2.33\|34.00\|36.36\|33.70\|184140;2026-06-04\|34.96\|-0.40\|34.41\|35.26\|34.08\|133118;2026-06-05\|35.71\|2.15\|35.50\|36.84\|34.65\|244711;2026-06-08\|33.16\|-7.14\|33.46\|35.80\|33.09\|168388;2026-06-09\|34.44\|3.86\|33.57\|34.71\|32.21\|183995;2026-06-10\|32.89\|-4.50\|34.01\|34.88\|32.39\|139278;2026-06-11\|32.54\|-1.06\|32.62\|33.42\|31.92\|111839;2026-06-12\|32.94\|1.23\|33.18\|34.77\|32.80\|196577;2026-06-15\|33.01\|0.21\|32.80\|33.50\|32.30\|145108;2026-06-16\|32.90\|-0.33\|33.98\|34.40\|32.82\|206562;2026-06-17\|33.85\|2.89\|32.43\|34.98\|32.32\|247964;2026-06-18\|35.18\|3.93\|33.25\|35.54\|32.86\|244761;2026-06-22\|32.80\|-6.77\|34.88\|35.30\|32.20\|260826;2026-06-23\|31.49\|-3.99\|32.11\|32.48\|31.10\|173384;2026-06-24\|34.29\|8.89\|31.25\|34.48\|30.01\|336697;2026-06-25\|33.21\|-3.15\|34.20\|35.30\|33.00\|197738;2026-06-26\|36.30\|9.30\|32.61\|37.30\|32.20\|383773;2026-06-29\|37.10\|2.20\|36.31\|38.20\|35.65\|321854;2026-06-30\|38.57\|3.96\|37.64\|39.50\|37.30\|304745;2026-07-01\|38.99\|1.09\|38.35\|39.82\|37.89\|255052;2026-07-02\|38.18\|-2.08\|38.42\|40.68\|38.07\|220952;2026-07-03\|41.47\|8.62\|37.70\|42.30\|37.50\|374218;2026-07-06\|40.43\|-2.51\|42.41\|43.86\|40.09\|264722;2026-07-07\|38.76\|-4.13\|40.39\|41.88\|38.10\|200113;2026-07-08\|38.46\|-0.77\|39.24\|40.11\|37.86\|165344;2026-07-09\|39.71\|3.25\|37.95\|39.81\|36.70\|205091;2026-07-10\|41.23\|3.83\|39.40\|46.15\|37.72\|535836;2026-07-13\|34.32\|-16.76\|40.05\|40.25\|33.33\|401102;2026-07-14\|31.43\|-8.42\|34.13\|34.15\|30.00\|316024;2026-07-15\|29.39\|-6.49\|30.74\|31.58\|29.15\|210240;2026-07-16\|27.61\|-6.06\|28.66\|29.36\|27.32\|171631;2026-07-17\|24.62\|-10.83\|27.35\|27.50\|24.35\|208242;2026-07-20\|22.65\|-8.00\|25.32\|25.60\|22.03\|197853;2026-07-21\|23.29\|2.83\|22.87\|23.31\|19.60\|297923;2026-07-22\|22.70\|-2.53\|22.56\|23.65\|22.49\|195479;2026-07-23\|22.99\|1.28\|22.70\|23.57\|22.50\|172552;2026-07-24\|21.77\|-5.31\|22.57\|23.07\|21.77\|163426
41523	国家队长征系列火箭迎来密集首飞	涨停揭秘：子公司四川德恩航天专注火箭发射设备及发动机研发制造，直接受益长征系列火箭密集首飞周期；涨停缘由：国内少数具备火箭发射装置整机研制能力的民营实体；2026Q1在手订单同比翻倍；航天装备国产替代加速推进；资金逻辑：资金聚焦商业航天上游硬件环节，偏好具备工程化能力和批产经验的细分龙头，量价配合明显；风险提示：航天业务占比尚低且未单独披露营收数据，业绩贡献存在不确定性；公司整体毛利率承压	子公司四川德恩航天（持股57%）从事火箭发射设备及火箭发动机的研发和制造	2026-03-17\|21.40\|-4.21\|22.57\|22.60\|21.36\|69594;2026-03-18\|22.02\|2.90\|21.40\|22.10\|21.35\|54965;2026-03-19\|21.36\|-3.00\|21.65\|21.75\|21.17\|46877;2026-03-20\|20.51\|-3.98\|21.56\|21.68\|20.51\|49713;2026-03-23\|19.15\|-6.63\|20.25\|20.48\|19.06\|80274;2026-03-24\|19.98\|4.33\|19.76\|20.11\|19.24\|68293;2026-03-25\|20.34\|1.80\|20.01\|21.22\|20.01\|78150;2026-03-26\|19.93\|-2.02\|20.60\|20.60\|19.61\|53108;2026-03-27\|20.22\|1.46\|19.90\|20.32\|19.70\|41895;2026-03-30\|21.89\|8.26\|19.96\|22.00\|19.77\|116367;2026-03-31\|22.51\|2.83\|22.08\|23.80\|21.79\|236837;2026-04-01\|21.53\|-4.35\|22.99\|23.42\|21.13\|180641;2026-04-02\|21.42\|-0.51\|21.23\|21.97\|21.00\|94664;2026-04-03\|21.05\|-1.73\|21.46\|21.85\|21.02\|91241;2026-04-07\|20.86\|-0.90\|21.05\|21.28\|20.63\|80777;2026-04-08\|23.32\|11.79\|21.24\|23.96\|21.20\|179240;2026-04-09\|22.34\|-4.20\|22.65\|22.93\|22.26\|101157;2026-04-10\|22.53\|0.85\|22.64\|23.40\|22.49\|87562;2026-04-13\|23.31\|3.46\|22.29\|23.72\|22.26\|129831;2026-04-14\|24.10\|3.39\|23.54\|24.38\|22.93\|156394;2026-04-15\|24.22\|0.50\|24.11\|24.90\|23.84\|141955;2026-04-16\|24.33\|0.45\|24.01\|24.39\|23.76\|100486;2026-04-17\|24.81\|1.97\|24.08\|25.45\|24.05\|143617;2026-04-20\|24.92\|0.44\|24.80\|25.13\|24.20\|119282;2026-04-21\|24.60\|-1.28\|24.82\|25.24\|24.18\|130108;2026-04-22\|24.90\|1.22\|24.30\|24.97\|23.95\|119547;2026-04-23\|23.42\|-5.94\|25.14\|25.14\|23.18\|127414;2026-04-24\|23.32\|-0.43\|22.85\|23.65\|22.85\|73713;2026-04-27\|23.42\|0.43\|23.12\|23.68\|22.71\|68558;2026-04-28\|24.10\|2.90\|23.30\|24.17\|22.10\|130302;2026-04-29\|25.04\|3.90\|23.66\|25.88\|23.40\|222877;2026-04-30\|25.08\|0.16\|24.95\|25.20\|24.38\|108030;2026-05-06\|26.78\|6.78\|25.59\|27.18\|25.15\|170678;2026-05-07\|27.86\|4.03\|26.60\|28.57\|26.59\|140844;2026-05-08\|29.12\|4.52\|27.35\|29.25\|27.28\|158021;2026-05-11\|30.05\|3.19\|28.91\|31.20\|28.36\|206465;2026-05-12\|31.45\|4.66\|30.07\|32.33\|29.67\|214941;2026-05-13\|31.66\|0.67\|32.09\|32.18\|30.60\|159989;2026-05-14\|33.45\|5.65\|31.73\|35.00\|31.66\|166912;2026-05-15\|33.29\|-0.48\|33.95\|34.97\|32.75\|127702;2026-05-18\|33.33\|0.12\|32.70\|34.00\|32.50\|97388;2026-05-19\|33.76\|1.29\|33.10\|34.36\|32.64\|97329;2026-05-20\|33.77\|0.03\|33.85\|34.62\|32.58\|98903;2026-05-21\|32.19\|-4.68\|34.45\|35.44\|32.00\|104019;2026-05-22\|33.15\|2.98\|32.66\|34.15\|32.35\|81387;2026-05-25\|33.15\|0.00\|33.70\|34.10\|32.13\|83827;2026-05-26\|31.26\|-5.70\|33.01\|33.01\|31.12\|78294;2026-05-27\|29.55\|-5.47\|31.21\|31.40\|29.19\|80833;2026-05-28\|29.03\|-1.76\|29.94\|30.15\|28.30\|74666;2026-05-29\|26.91\|-7.30\|29.01\|29.04\|26.65\|78727;2026-06-01\|27.16\|0.93\|26.60\|27.46\|26.16\|67112;2026-06-02\|26.76\|-1.47\|26.92\|27.46\|25.95\|68867;2026-06-03\|26.53\|-0.86\|26.69\|27.70\|25.96\|72743;2026-06-04\|26.06\|-1.77\|26.24\|26.59\|25.58\|49910;2026-06-05\|25.72\|-1.30\|26.48\|26.66\|24.80\|60408;2026-06-08\|27.33\|6.26\|25.01\|29.08\|24.57\|170348;2026-06-09\|26.76\|-2.09\|27.38\|27.60\|26.25\|111222;2026-06-10\|26.88\|0.45\|26.35\|27.43\|25.24\|108541;2026-06-11\|25.84\|-3.87\|26.44\|26.57\|25.50\|67046;2026-06-12\|25.01\|-3.21\|26.09\|26.94\|24.93\|80805;2026-06-15\|26.93\|7.68\|25.11\|27.30\|25.00\|93715;2026-06-16\|32.32\|20.01\|26.89\|32.32\|26.80\|74013;2026-06-17\|31.90\|-1.30\|32.27\|32.27\|30.80\|177397;2026-06-18\|31.68\|-0.69\|31.78\|32.43\|31.01\|94698;2026-06-22\|29.68\|-6.31\|31.40\|31.59\|28.89\|102420;2026-06-23\|31.40\|5.80\|30.50\|32.33\|29.12\|158199;2026-06-24\|31.81\|1.31\|31.09\|32.76\|30.06\|150898;2026-06-25\|30.90\|-2.86\|32.65\|34.15\|30.68\|145793;2026-06-26\|33.00\|6.80\|31.52\|34.49\|30.93\|167875;2026-06-29\|32.88\|-0.36\|32.51\|35.35\|31.62\|145220;2026-06-30\|34.06\|3.59\|32.60\|34.82\|32.02\|116852;2026-07-01\|34.10\|0.12\|33.61\|35.15\|33.25\|95974;2026-07-02\|34.38\|0.82\|33.50\|35.35\|33.01\|117117;2026-07-03\|35.27\|2.59\|34.46\|37.20\|34.22\|167174;2026-07-06\|33.13\|-6.07\|35.27\|35.28\|32.50\|124664;2026-07-07\|30.92\|-6.67\|33.14\|33.85\|30.79\|95262;2026-07-08\|29.08\|-5.95\|31.00\|31.22\|28.87\|84692;2026-07-09\|31.80\|9.35\|29.50\|32.27\|28.16\|88957;2026-07-10\|34.45\|8.33\|32.50\|36.05\|32.00\|155250;2026-07-13\|29.06\|-15.65\|34.05\|35.14\|28.88\|133745;2026-07-14\|29.06\|0.00\|29.09\|29.59\|27.50\|78888;2026-07-15\|29.82\|2.62\|29.36\|30.60\|28.50\|68460;2026-07-16\|26.70\|-10.46\|29.02\|29.81\|26.60\|96016;2026-07-17\|24.91\|-6.70\|26.42\|26.53\|22.80\|90280;2026-07-20\|19.93\|-19.99\|24.28\|24.34\|19.93\|122992;2026-07-21\|20.60\|3.36\|19.77\|20.68\|17.00\|160099;2026-07-22\|19.66\|-4.56\|20.00\|21.36\|19.44\|106551;2026-07-23\|19.40\|-1.32\|19.67\|20.27\|19.00\|61421;2026-07-24\|18.82\|-2.99\|19.17\|19.75\|18.53\|58029
41522	国家队长征系列火箭迎来密集首飞	商业航天+固态电池+业绩增长+次新股行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.68亿元，同比增长87.19%，归母净利润1490万元，同比扭亏为盈。 2、据2026年2月25日互动易，公司在国网星座已发布卫星研制计划中参与比例达82%，千帆星座实现宇航电源系统独家配套。 3、据2026年4月23日年报，公司固态电池正极材料项目已完成，材料比容量≥200mAh/g、循环寿命1000次，技术水平国内先进。 4、电科蓝天于2026-02-10上市，公司主营业务为电能源产品及系统的研发、生产、销售及服务。	2026-02上市	2026-03-17\|61.17\|-3.87\|64.50\|64.94\|61.00\|174471;2026-03-18\|67.20\|9.86\|61.80\|67.33\|61.23\|374265;2026-03-19\|66.00\|-1.79\|65.02\|67.46\|64.64\|266630;2026-03-20\|64.65\|-2.05\|66.50\|68.97\|64.50\|316221;2026-03-23\|65.45\|1.24\|63.50\|68.20\|63.47\|295384;2026-03-24\|64.45\|-1.53\|67.00\|68.50\|61.50\|360149;2026-03-25\|64.14\|-0.48\|64.00\|67.00\|63.10\|271618;2026-03-26\|62.73\|-2.20\|65.65\|65.95\|61.05\|252664;2026-03-27\|59.89\|-4.53\|60.80\|62.20\|58.59\|207705;2026-03-30\|61.03\|1.90\|58.01\|61.62\|58.00\|175458;2026-03-31\|60.74\|-0.48\|60.58\|63.88\|59.00\|248147;2026-04-01\|59.98\|-1.25\|61.98\|62.46\|59.28\|166274;2026-04-02\|57.20\|-4.63\|59.60\|59.96\|56.66\|149744;2026-04-03\|56.60\|-1.05\|57.90\|58.45\|55.80\|130541;2026-04-07\|55.85\|-1.33\|56.60\|57.12\|55.36\|87609;2026-04-08\|62.69\|12.25\|57.16\|62.95\|56.80\|272770;2026-04-09\|59.80\|-4.61\|61.08\|61.21\|59.80\|155127;2026-04-10\|58.70\|-1.84\|60.40\|61.15\|58.58\|144823;2026-04-13\|59.80\|1.87\|58.01\|61.45\|57.87\|150950;2026-04-14\|64.65\|8.11\|60.60\|65.81\|59.86\|323670;2026-04-15\|67.08\|3.76\|65.95\|70.45\|65.00\|368822;2026-04-16\|67.00\|-0.12\|66.55\|67.99\|65.85\|183641;2026-04-17\|67.73\|1.09\|67.00\|70.35\|66.01\|232140;2026-04-20\|73.03\|7.83\|69.00\|73.45\|69.00\|327101;2026-04-21\|73.60\|0.78\|72.00\|76.38\|71.37\|274709;2026-04-22\|71.28\|-3.15\|72.44\|72.67\|68.94\|210149;2026-04-23\|69.72\|-2.19\|71.03\|71.95\|68.28\|191394;2026-04-24\|66.34\|-4.85\|69.04\|69.64\|65.50\|165992;2026-04-27\|66.49\|0.23\|66.30\|67.41\|65.68\|118649;2026-04-28\|64.64\|-2.78\|66.18\|66.21\|64.06\|115826;2026-04-29\|67.65\|4.66\|65.94\|69.49\|65.21\|203056;2026-04-30\|68.60\|1.40\|67.60\|69.10\|66.37\|211974;2026-05-06\|69.15\|0.80\|69.10\|71.74\|68.69\|219479;2026-05-07\|71.37\|3.21\|69.16\|71.51\|68.80\|196739;2026-05-08\|85.64\|19.99\|70.35\|85.64\|70.18\|448294;2026-05-11\|92.15\|7.60\|88.81\|94.92\|88.81\|387198;2026-05-12\|91.50\|-0.71\|92.15\|94.87\|88.17\|252537;2026-05-13\|90.50\|-1.09\|91.17\|93.18\|86.55\|304685;2026-05-14\|80.35\|-11.22\|89.00\|89.50\|80.31\|331911;2026-05-15\|78.54\|-2.25\|80.78\|81.50\|77.45\|215289;2026-05-18\|81.48\|3.74\|78.01\|83.60\|78.01\|255083;2026-05-19\|80.91\|-0.70\|81.58\|86.08\|79.55\|236728;2026-05-20\|79.05\|-2.30\|80.35\|81.58\|78.67\|169130;2026-05-21\|77.00\|-2.59\|80.60\|81.51\|77.00\|203733;2026-05-22\|79.85\|3.70\|78.08\|79.87\|76.48\|180547;2026-05-25\|77.19\|-3.33\|80.60\|80.77\|73.82\|208081;2026-05-26\|73.21\|-5.16\|77.00\|77.10\|71.57\|182670;2026-05-27\|74.79\|2.16\|74.56\|77.77\|73.40\|191850;2026-05-28\|75.63\|1.12\|74.60\|78.50\|74.40\|167216;2026-05-29\|68.87\|-8.94\|76.89\|76.90\|68.55\|196862;2026-06-01\|65.20\|-5.33\|69.00\|69.00\|65.15\|128002;2026-06-02\|65.58\|0.58\|65.41\|66.28\|63.47\|106900;2026-06-03\|68.83\|4.96\|65.18\|70.19\|64.81\|177016;2026-06-04\|68.67\|-0.23\|67.02\|69.95\|66.12\|108297;2026-06-05\|73.20\|6.60\|71.94\|74.80\|70.91\|218319;2026-06-08\|70.58\|-3.58\|69.96\|75.38\|69.83\|166079;2026-06-09\|68.26\|-3.29\|70.60\|70.71\|66.00\|154193;2026-06-10\|65.41\|-4.18\|68.01\|69.48\|64.70\|109999;2026-06-11\|66.66\|1.91\|65.39\|66.80\|62.30\|131815;2026-06-12\|66.19\|-0.71\|67.90\|70.60\|66.19\|159299;2026-06-15\|66.17\|-0.03\|65.00\|66.30\|62.56\|145986;2026-06-16\|64.71\|-2.21\|67.46\|68.69\|64.58\|152092;2026-06-17\|67.00\|3.54\|63.44\|68.63\|63.00\|163560;2026-06-18\|69.80\|4.18\|65.40\|70.37\|64.64\|186113;2026-06-22\|65.53\|-6.12\|69.40\|69.48\|63.95\|182628;2026-06-23\|60.81\|-7.20\|64.48\|64.49\|60.63\|145280;2026-06-24\|64.03\|5.30\|60.50\|64.62\|60.29\|123088;2026-06-25\|63.60\|-0.67\|62.97\|66.87\|62.81\|121612;2026-06-26\|70.55\|10.93\|63.00\|73.50\|61.75\|311905;2026-06-29\|72.68\|3.02\|69.15\|73.50\|69.15\|203668;2026-06-30\|74.15\|2.02\|73.68\|75.04\|71.33\|182009;2026-07-01\|73.18\|-1.31\|73.20\|75.80\|72.12\|178647;2026-07-02\|73.22\|0.05\|71.80\|75.46\|70.88\|170112;2026-07-03\|78.70\|7.48\|73.50\|81.18\|73.21\|268715;2026-07-06\|70.29\|-10.69\|78.50\|79.50\|70.25\|230239;2026-07-07\|69.19\|-1.56\|70.00\|72.84\|68.55\|106101;2026-07-08\|66.01\|-4.60\|69.01\|69.99\|66.01\|101037;2026-07-09\|71.42\|8.20\|66.10\|71.50\|66.07\|149298;2026-07-10\|78.30\|9.63\|71.00\|85.49\|69.59\|345970;2026-07-13\|67.96\|-13.21\|75.00\|75.39\|67.77\|237387;2026-07-14\|64.00\|-5.83\|66.20\|67.07\|60.66\|158412;2026-07-15\|62.14\|-2.91\|63.14\|64.98\|61.49\|102616;2026-07-16\|58.32\|-6.15\|61.00\|62.14\|58.05\|112527;2026-07-17\|51.20\|-12.10\|58.00\|58.19\|50.90\|141108;2026-07-20\|48.01\|-6.23\|52.00\|52.50\|46.68\|115225;2026-07-21\|49.48\|3.06\|48.50\|49.95\|45.18\|127522;2026-07-22\|47.36\|-4.28\|49.00\|50.47\|47.08\|121016;2026-07-23\|48.32\|2.03\|47.04\|49.09\|46.88\|82118;2026-07-24\|45.60\|-5.63\|47.00\|48.02\|45.60\|74699
41521	国家队长征系列火箭迎来密集首飞	涨停揭秘：全资子公司通宇航空为成飞核心供应商，海富光子量子激光雷达契合航天遥感与量子科技双重热点；涨停缘由：成都航空制造基地2024年投产释放产能；量子探测激光雷达已用于大气监测卫星载荷；深度参与C919产业链；资金逻辑：资金沿航天产业链向中下游延伸，优先选择有量产能力+技术卡位的平台型公司，机构与游资协同推升；风险提示：航空零部件业务受主机厂交付节奏影响大；量子业务尚处产业化初期，收入占比低且盈利模式未清晰	1、全资子公司通宇航空是成飞集团的供应商，已成为国内主机厂商核心供应商，成都航空制造基地2024年落成并投产，产能扩张推动航空零部件业务持续增长 2、控股子公司海富光子研制的量子探测激光雷达用于大气探测与环境监测，契合量子科技热点	2026-03-17\|12.32\|-4.72\|13.10\|13.28\|12.28\|227835;2026-03-18\|12.45\|1.06\|12.36\|12.53\|12.20\|123759;2026-03-19\|11.95\|-4.02\|12.28\|12.40\|11.80\|195049;2026-03-20\|11.23\|-6.03\|12.01\|12.08\|11.13\|272451;2026-03-23\|10.11\|-9.97\|11.12\|11.12\|9.95\|304680;2026-03-24\|10.76\|6.43\|10.61\|10.78\|10.10\|233900;2026-03-25\|11.16\|3.72\|10.84\|11.40\|10.80\|197202;2026-03-26\|10.79\|-3.32\|11.07\|11.09\|10.65\|168219;2026-03-27\|11.01\|2.04\|10.58\|11.16\|10.58\|152931;2026-03-30\|10.93\|-0.73\|10.90\|10.98\|10.60\|131100;2026-03-31\|10.79\|-1.28\|10.91\|11.22\|10.78\|148102;2026-04-01\|11.12\|3.06\|11.20\|11.38\|11.02\|176855;2026-04-02\|11.18\|0.54\|11.03\|11.35\|10.94\|176881;2026-04-03\|10.92\|-2.33\|11.32\|11.58\|10.90\|166833;2026-04-07\|10.92\|0.00\|10.98\|11.19\|10.84\|123190;2026-04-08\|12.28\|12.45\|11.25\|12.38\|11.20\|376667;2026-04-09\|12.87\|4.80\|12.06\|13.28\|12.06\|479126;2026-04-10\|12.70\|-1.32\|12.82\|13.12\|12.67\|283431;2026-04-13\|12.47\|-1.81\|12.51\|12.75\|12.36\|183551;2026-04-14\|12.32\|-1.20\|12.72\|12.74\|12.20\|213020;2026-04-15\|12.05\|-2.19\|12.35\|12.52\|11.97\|229315;2026-04-16\|11.98\|-0.58\|12.03\|12.18\|11.78\|200607;2026-04-17\|11.86\|-1.00\|11.91\|12.19\|11.80\|183023;2026-04-20\|11.76\|-0.84\|11.81\|11.88\|11.54\|176642;2026-04-21\|11.90\|1.19\|11.71\|12.07\|11.44\|185022;2026-04-22\|12.19\|2.44\|11.92\|12.41\|11.77\|251645;2026-04-23\|11.68\|-4.18\|12.15\|12.25\|11.63\|217334;2026-04-24\|11.32\|-3.08\|11.56\|11.76\|11.26\|170781;2026-04-27\|11.21\|-0.97\|11.30\|11.39\|11.02\|154283;2026-04-28\|10.90\|-2.77\|11.11\|11.20\|10.81\|158884;2026-04-29\|11.03\|1.19\|10.80\|11.17\|10.80\|137624;2026-04-30\|10.99\|-0.36\|11.05\|11.25\|10.84\|159753;2026-05-06\|11.20\|1.91\|11.05\|11.36\|10.90\|251232;2026-05-07\|11.95\|6.70\|11.27\|12.08\|11.19\|317760;2026-05-08\|11.73\|-1.84\|11.88\|11.88\|11.52\|196811;2026-05-11\|11.74\|0.09\|11.76\|11.96\|11.41\|231652;2026-05-12\|12.05\|2.64\|11.70\|12.10\|11.58\|277022;2026-05-13\|11.98\|-0.58\|11.90\|12.11\|11.67\|251520;2026-05-14\|11.60\|-3.17\|11.98\|12.07\|11.56\|198100;2026-05-15\|11.33\|-2.33\|11.60\|11.76\|11.21\|186464;2026-05-18\|11.41\|0.71\|11.31\|11.66\|11.15\|185834;2026-05-19\|11.41\|0.00\|11.45\|11.45\|11.01\|171419;2026-05-20\|11.41\|0.00\|11.31\|11.63\|11.11\|158098;2026-05-21\|10.77\|-5.61\|11.55\|11.79\|10.70\|267428;2026-05-22\|10.91\|1.30\|10.92\|11.08\|10.63\|177330;2026-05-25\|10.86\|-0.46\|10.90\|11.04\|10.59\|197642;2026-05-26\|10.50\|-3.31\|11.09\|11.10\|10.35\|229410;2026-05-27\|10.30\|-1.90\|10.49\|10.63\|10.21\|191380;2026-05-28\|11.13\|8.06\|10.26\|11.42\|10.11\|275074;2026-05-29\|11.09\|-0.36\|11.33\|12.25\|11.00\|429233;2026-06-01\|11.01\|-0.72\|11.14\|11.19\|10.63\|280787;2026-06-02\|11.02\|0.09\|10.98\|11.24\|10.86\|194232;2026-06-03\|11.29\|2.45\|10.97\|11.73\|10.85\|380505;2026-06-04\|10.85\|-3.90\|10.98\|11.20\|10.57\|276625;2026-06-05\|10.81\|-0.37\|10.82\|11.27\|10.55\|248412;2026-06-08\|10.13\|-6.29\|10.46\|10.81\|10.00\|221665;2026-06-09\|10.50\|3.65\|10.23\|10.58\|10.00\|201319;2026-06-10\|10.00\|-4.76\|10.29\|10.37\|9.89\|199136;2026-06-11\|9.95\|-0.50\|9.90\|10.18\|9.85\|138666;2026-06-12\|9.77\|-1.81\|10.08\|10.26\|9.71\|162980;2026-06-15\|10.85\|11.05\|9.86\|10.88\|9.80\|344606;2026-06-16\|11.30\|4.15\|10.85\|11.44\|10.52\|293030;2026-06-17\|11.35\|0.44\|11.06\|11.59\|11.01\|235825;2026-06-18\|10.78\|-5.02\|11.25\|11.45\|10.68\|273303;2026-06-22\|11.31\|4.92\|10.78\|11.33\|10.52\|328286;2026-06-23\|11.33\|0.18\|11.25\|11.58\|10.89\|257640;2026-06-24\|11.68\|3.09\|11.15\|11.88\|11.15\|337743;2026-06-25\|13.55\|16.01\|11.90\|14.02\|11.85\|1137796;2026-06-26\|12.40\|-8.49\|13.60\|13.77\|12.31\|870025;2026-06-29\|11.90\|-4.03\|12.69\|12.95\|11.45\|645874;2026-06-30\|11.90\|0.00\|11.75\|12.15\|11.36\|426317;2026-07-01\|11.60\|-2.52\|11.93\|12.24\|11.36\|534337;2026-07-02\|11.37\|-1.98\|11.21\|12.09\|10.87\|502314;2026-07-03\|11.43\|0.53\|11.48\|11.70\|11.05\|299167;2026-07-06\|10.73\|-6.12\|11.40\|11.69\|10.63\|360635;2026-07-07\|10.30\|-4.01\|10.54\|10.88\|10.19\|256710;2026-07-08\|9.96\|-3.30\|10.39\|10.39\|9.81\|245327;2026-07-09\|10.07\|1.10\|9.96\|10.32\|9.73\|215150;2026-07-10\|9.93\|-1.39\|10.00\|10.50\|9.91\|248000;2026-07-13\|8.99\|-9.47\|9.90\|9.99\|8.96\|279007;2026-07-14\|9.24\|2.78\|9.06\|9.25\|8.62\|188931;2026-07-15\|9.11\|-1.41\|9.25\|9.36\|8.96\|160156;2026-07-16\|9.94\|9.11\|9.01\|9.99\|8.76\|367107;2026-07-17\|8.81\|-11.37\|9.84\|9.86\|8.71\|296770;2026-07-20\|8.10\|-8.06\|8.92\|9.05\|7.93\|210636;2026-07-21\|8.39\|3.58\|8.17\|8.42\|7.33\|231955;2026-07-22\|8.10\|-3.46\|8.25\|8.43\|8.03\|158553;2026-07-23\|8.56\|5.68\|8.20\|8.68\|8.20\|179129;2026-07-24\|8.16\|-4.67\|8.41\|8.54\|8.16\|127078
41520	国家队长征系列火箭迎来密集首飞	涨停揭秘：低轨卫星通信天线已获船舶领域量产订单，液冷散热产品批量出货服务器及网络设备，双赛道共振；涨停缘由：低轨卫通终端天线覆盖海事、车载等场景；液冷板已导入头部ICT厂商；航天+算力基建双重属性明确；资金逻辑：资金挖掘航天板块中兼具确定性订单与AI算力配套逻辑的交叉品种，小市值+高成长预期驱动溢价；风险提示：船舶订单执行进度与后续拓展存不确定性；液冷业务毛利率低于行业均值，盈利改善需观察	1、公司已获低轨卫通天线量产订单，产品可应用于手机、汽车、船舶等终端，当前订单主要面向船舶领域； 2、公司液冷散热产品可应用于服务器、路由器、交换机等领域，散热液冷板已向客户批量出货	2026-03-17\|26.51\|-6.49\|28.12\|28.29\|26.48\|247896;2026-03-18\|27.14\|2.38\|26.89\|27.20\|26.23\|151812;2026-03-19\|26.36\|-2.87\|26.50\|26.77\|26.08\|160638;2026-03-20\|24.27\|-7.93\|26.66\|26.83\|24.01\|308113;2026-03-23\|23.15\|-4.61\|23.69\|24.70\|22.90\|253064;2026-03-24\|23.65\|2.16\|23.85\|23.85\|22.83\|155913;2026-03-25\|24.01\|1.52\|23.80\|24.42\|23.80\|153744;2026-03-26\|23.40\|-2.54\|23.97\|24.12\|23.10\|142870;2026-03-27\|23.91\|2.18\|23.13\|24.55\|22.93\|160881;2026-03-30\|23.65\|-1.09\|23.32\|23.80\|23.08\|125208;2026-03-31\|23.76\|0.47\|23.59\|24.45\|23.50\|166381;2026-04-01\|24.33\|2.40\|24.48\|25.18\|23.94\|218027;2026-04-02\|23.41\|-3.78\|24.25\|24.45\|23.24\|151276;2026-04-03\|23.68\|1.15\|23.68\|23.97\|23.37\|123675;2026-04-07\|23.38\|-1.27\|23.66\|23.98\|23.24\|110289;2026-04-08\|26.31\|12.53\|24.00\|26.45\|23.96\|417563;2026-04-09\|26.40\|0.34\|25.73\|26.54\|25.46\|258427;2026-04-10\|26.62\|0.83\|26.48\|27.01\|26.33\|227373;2026-04-13\|27.70\|4.06\|26.40\|27.97\|26.22\|318225;2026-04-14\|28.06\|1.30\|27.70\|28.54\|27.51\|289496;2026-04-15\|29.00\|3.35\|28.60\|30.50\|28.60\|619461;2026-04-16\|31.26\|7.79\|29.51\|32.28\|28.31\|1034102;2026-04-17\|32.08\|2.62\|31.92\|33.28\|31.58\|700775;2026-04-20\|31.51\|-1.78\|31.86\|32.98\|31.36\|595365;2026-04-21\|30.20\|-4.16\|31.30\|31.40\|29.74\|409722;2026-04-22\|32.24\|6.75\|29.81\|32.50\|29.37\|520482;2026-04-23\|31.16\|-3.35\|32.50\|33.00\|30.42\|352280;2026-04-24\|30.94\|-0.71\|30.54\|32.72\|29.70\|438418;2026-04-27\|31.32\|1.23\|30.71\|32.09\|29.91\|384877;2026-04-28\|30.19\|-3.61\|30.77\|31.63\|29.94\|271276;2026-04-29\|30.52\|1.09\|29.50\|31.00\|29.00\|280647;2026-04-30\|30.21\|-1.02\|30.58\|30.74\|29.70\|188615;2026-05-06\|30.85\|2.12\|30.81\|31.75\|30.51\|288787;2026-05-07\|32.22\|4.44\|31.01\|32.47\|30.62\|396632;2026-05-08\|32.00\|-0.68\|31.75\|32.73\|31.53\|216181;2026-05-11\|33.50\|4.69\|32.58\|34.54\|31.81\|520594;2026-05-12\|32.30\|-3.58\|33.33\|34.94\|31.88\|504648;2026-05-13\|34.10\|5.57\|32.20\|34.87\|31.63\|519994;2026-05-14\|32.62\|-4.34\|34.50\|35.07\|32.60\|444315;2026-05-15\|32.82\|0.61\|32.81\|35.48\|31.75\|630649;2026-05-18\|33.65\|2.53\|32.62\|34.40\|31.75\|479719;2026-05-19\|33.54\|-0.33\|33.50\|34.62\|32.41\|434009;2026-05-20\|30.67\|-8.56\|33.30\|33.52\|29.96\|762800;2026-05-21\|29.06\|-5.25\|31.37\|31.90\|29.00\|563441;2026-05-22\|30.71\|5.68\|29.45\|31.16\|28.50\|378967;2026-05-25\|33.42\|8.82\|31.32\|34.12\|31.22\|566502;2026-05-26\|33.75\|0.99\|33.41\|33.78\|32.31\|390708;2026-05-27\|33.15\|-1.78\|33.42\|35.06\|32.72\|429463;2026-05-28\|35.05\|5.73\|32.82\|35.36\|32.76\|481641;2026-05-29\|32.20\|-8.13\|34.43\|35.78\|31.91\|486742;2026-06-01\|28.86\|-10.37\|32.34\|32.95\|28.74\|418718;2026-06-02\|28.63\|-0.80\|28.86\|29.36\|27.45\|372335;2026-06-03\|28.09\|-1.89\|28.78\|29.93\|27.61\|360681;2026-06-04\|31.60\|12.50\|28.00\|31.73\|27.10\|545420;2026-06-05\|33.75\|6.80\|31.59\|36.88\|30.55\|956643;2026-06-08\|28.61\|-15.23\|32.00\|32.46\|28.52\|689139;2026-06-09\|29.75\|3.98\|29.80\|30.58\|28.51\|473284;2026-06-10\|28.13\|-5.45\|29.40\|30.25\|27.84\|379296;2026-06-11\|27.65\|-1.71\|27.89\|28.41\|27.13\|313463;2026-06-12\|28.21\|2.03\|28.20\|30.40\|27.73\|584615;2026-06-15\|28.96\|2.66\|28.36\|29.07\|27.82\|439523;2026-06-16\|31.15\|7.56\|29.25\|32.14\|29.02\|660929;2026-06-17\|30.14\|-3.24\|30.56\|31.33\|29.82\|401827;2026-06-18\|30.73\|1.96\|30.18\|31.41\|29.55\|483033;2026-06-22\|28.91\|-5.92\|30.95\|30.97\|27.89\|511761;2026-06-23\|27.84\|-3.70\|29.81\|30.19\|27.60\|388855;2026-06-24\|26.62\|-4.38\|27.60\|28.17\|26.05\|419832;2026-06-25\|25.86\|-2.85\|26.66\|27.27\|25.53\|378477;2026-06-26\|25.16\|-2.71\|25.60\|26.63\|24.85\|370108;2026-06-29\|23.96\|-4.77\|25.17\|25.23\|23.00\|361892;2026-06-30\|25.20\|5.18\|23.97\|25.43\|23.30\|250892;2026-07-01\|24.94\|-1.03\|25.03\|25.65\|24.65\|261657;2026-07-02\|23.58\|-5.45\|24.45\|24.88\|23.50\|313451;2026-07-03\|23.68\|0.42\|23.58\|24.09\|23.15\|239872;2026-07-06\|23.43\|-1.06\|23.94\|25.20\|23.31\|365411;2026-07-07\|21.99\|-6.15\|23.40\|23.40\|21.80\|285909;2026-07-08\|21.71\|-1.27\|22.13\|22.29\|21.37\|201897;2026-07-09\|22.08\|1.70\|21.63\|22.15\|20.69\|224549;2026-07-10\|22.22\|0.63\|22.00\|23.18\|21.70\|283046;2026-07-13\|19.85\|-10.67\|21.93\|22.22\|19.82\|264214;2026-07-14\|20.49\|3.22\|19.86\|20.59\|19.14\|218202;2026-07-15\|19.94\|-2.68\|20.54\|20.78\|19.80\|181141;2026-07-16\|19.16\|-3.91\|19.70\|20.19\|18.50\|218967;2026-07-17\|17.69\|-7.67\|18.97\|19.29\|17.67\|255167;2026-07-20\|16.44\|-7.07\|18.01\|18.26\|15.91\|296497;2026-07-21\|17.78\|8.15\|16.52\|17.80\|15.21\|335671;2026-07-22\|17.34\|-2.47\|17.58\|18.02\|17.26\|255414;2026-07-23\|17.62\|1.61\|17.45\|17.90\|17.29\|167339;2026-07-24\|16.88\|-4.20\|17.35\|17.57\|16.74\|145797
41519	国家队长征系列火箭迎来密集首飞	商业航天+雷达遥感卫星+卫星出海行业原因： 1、据上海证券报1月8日报道，国内首个海上回收复用火箭基地在杭州开工，标志可回收火箭量产提速。 2、中信建投指出，2026年多型可回收火箭首飞、星座组网加速，行业迎密集催化。公司原因： 1、据2026年1月6日互动易，公司与中科宇航签署战略合作协议，拟在星座建设、快速组网、太空旅游等方向深度合作。 2、据2025年4月29日公告，公司“女娲星座”2025年将完成全球组网，2023-2024年已发射12颗高分辨率商业雷达卫星，2025年计划再发射不少于8颗，届时将成为全球商业雷达遥感卫星数量最多的企业。 3、据2025年8月29日半年度报告，公司凭借自主数据源与PIE平台，已成为国际合作项目核心参与者，遥感数据与服务加速出海，提升中国企业在国际空间信息服务领域影响力。	公司是国内覆盖卫星设计 - 制造 - 运营 - 应用全链条的民营商业航天龙头，自主研发 PIE 遥感软件支撑 90% 以上国家重大卫星工程，建设 “女娲星座” 并推进液氧甲烷火箭研发，深度绑定航天科技集团与国家重大航天工程，是商业航天全产业链与天基数据服务核心供应商	2026-03-17\|21.98\|-3.47\|22.79\|22.88\|21.84\|65234;2026-03-18\|22.87\|4.05\|22.20\|22.93\|21.90\|82219;2026-03-19\|22.96\|0.39\|22.66\|23.74\|22.40\|126104;2026-03-20\|21.44\|-6.62\|23.00\|23.26\|21.43\|105381;2026-03-23\|19.85\|-7.42\|21.31\|21.31\|19.68\|126986;2026-03-24\|20.38\|2.67\|20.50\|20.56\|19.60\|84358;2026-03-25\|20.59\|1.03\|20.75\|20.96\|20.47\|66409;2026-03-26\|19.90\|-3.35\|20.85\|20.89\|19.74\|76870;2026-03-27\|19.90\|0.00\|19.47\|20.10\|19.39\|67444;2026-03-30\|20.20\|1.51\|19.65\|20.20\|19.40\|84912;2026-03-31\|19.66\|-2.67\|19.55\|20.67\|19.55\|127756;2026-04-01\|19.09\|-2.90\|19.91\|20.13\|18.79\|161212;2026-04-02\|18.17\|-4.82\|18.90\|18.96\|18.01\|124289;2026-04-03\|17.00\|-6.44\|18.22\|18.30\|16.86\|116725;2026-04-07\|16.58\|-2.47\|16.99\|17.00\|16.40\|106007;2026-04-08\|18.75\|13.09\|17.00\|18.87\|17.00\|167944;2026-04-09\|18.86\|0.59\|18.75\|19.65\|18.40\|153976;2026-04-10\|18.55\|-1.64\|18.88\|19.56\|18.55\|99531;2026-04-13\|18.34\|-1.13\|18.55\|18.67\|18.15\|72176;2026-04-14\|19.64\|7.09\|18.70\|19.96\|18.50\|155403;2026-04-15\|19.98\|1.73\|19.80\|21.33\|19.76\|198463;2026-04-16\|19.95\|-0.15\|19.85\|20.15\|19.36\|110554;2026-04-17\|19.45\|-2.51\|19.62\|19.94\|19.06\|114083;2026-04-20\|19.28\|-0.87\|19.30\|19.99\|18.70\|226909;2026-04-21\|19.02\|-1.35\|19.02\|20.38\|18.80\|187300;2026-04-22\|18.61\|-2.16\|18.81\|18.81\|18.15\|119109;2026-04-23\|17.94\|-3.60\|19.00\|19.00\|17.85\|113481;2026-04-24\|17.60\|-1.90\|17.90\|18.16\|17.10\|106183;2026-04-27\|18.66\|6.02\|17.61\|19.14\|16.88\|190736;2026-04-28\|17.22\|-7.72\|18.50\|18.64\|17.22\|138748;2026-04-29\|15.69\|-8.88\|16.64\|17.06\|15.38\|307210;2026-05-06\|12.55\|-20.01\|12.60\|14.16\|12.55\|455644;2026-05-07\|12.00\|-4.38\|12.55\|12.63\|11.90\|235850;2026-05-08\|12.66\|5.50\|12.17\|12.85\|11.99\|183155;2026-05-11\|14.45\|14.14\|12.79\|14.75\|12.78\|240995;2026-05-12\|14.73\|1.94\|14.57\|14.78\|13.60\|169019;2026-05-13\|14.61\|-0.81\|14.60\|14.85\|14.21\|101140;2026-05-14\|13.83\|-5.34\|14.35\|14.93\|13.83\|103700;2026-05-15\|13.23\|-4.34\|13.85\|13.96\|13.03\|81908;2026-05-18\|14.39\|8.77\|13.20\|14.40\|13.20\|109806;2026-05-19\|14.99\|4.17\|14.41\|15.10\|14.31\|111200;2026-05-20\|14.51\|-3.20\|14.80\|15.10\|14.38\|80432;2026-05-21\|13.70\|-5.58\|14.59\|14.93\|13.55\|102226;2026-05-22\|13.36\|-2.48\|13.70\|13.99\|13.20\|64442;2026-05-25\|13.13\|-1.72\|13.60\|13.78\|12.92\|69397;2026-05-26\|13.01\|-0.91\|13.10\|13.31\|12.60\|68396;2026-05-27\|12.79\|-1.69\|13.11\|13.24\|12.55\|59143;2026-05-28\|13.50\|5.55\|12.53\|13.60\|12.53\|84825;2026-05-29\|14.10\|4.44\|13.75\|14.94\|13.49\|163740;2026-06-01\|14.40\|2.13\|13.82\|14.49\|13.77\|117177;2026-06-02\|14.21\|-1.32\|14.29\|14.55\|13.77\|99057;2026-06-03\|14.27\|0.42\|14.10\|14.94\|14.02\|104134;2026-06-04\|13.50\|-5.40\|13.90\|14.04\|13.40\|76943;2026-06-05\|13.28\|-1.63\|13.80\|13.89\|13.07\|81747;2026-06-08\|12.99\|-2.18\|12.90\|13.25\|12.57\|64504;2026-06-09\|12.72\|-2.08\|12.99\|13.10\|12.42\|58144;2026-06-10\|11.60\|-8.80\|12.67\|12.67\|11.45\|94475;2026-06-11\|11.42\|-1.55\|11.61\|11.67\|10.93\|73635;2026-06-12\|12.25\|7.27\|11.69\|12.45\|11.69\|91554;2026-06-15\|12.58\|2.69\|12.14\|13.27\|12.08\|94114;2026-06-16\|12.63\|0.40\|12.71\|12.91\|12.12\|67613;2026-06-17\|12.72\|0.71\|12.90\|13.15\|12.71\|89793;2026-06-18\|13.16\|3.46\|12.72\|13.67\|12.58\|100329;2026-06-22\|12.02\|-8.66\|13.16\|13.19\|11.61\|130888;2026-06-23\|12.42\|3.33\|11.99\|12.65\|11.92\|90728;2026-06-24\|11.57\|-6.84\|12.45\|12.62\|11.16\|109793;2026-06-25\|10.03\|-13.31\|11.01\|11.49\|9.99\|128573;2026-06-26\|10.46\|4.29\|9.99\|10.85\|9.42\|123158;2026-06-29\|11.78\|12.62\|10.22\|11.85\|10.02\|128332;2026-06-30\|12.03\|2.12\|11.78\|12.57\|11.72\|96094;2026-07-01\|12.32\|2.41\|12.02\|12.43\|11.79\|80668;2026-07-02\|11.83\|-3.98\|12.27\|12.32\|11.80\|56176;2026-07-03\|12.37\|4.56\|11.71\|12.64\|11.60\|81725;2026-07-06\|11.20\|-9.46\|12.20\|12.20\|11.09\|86635;2026-07-07\|10.89\|-2.77\|11.05\|11.45\|10.44\|76457;2026-07-08\|11.20\|2.85\|10.75\|11.36\|10.50\|56190;2026-07-09\|11.35\|1.34\|11.14\|11.40\|10.90\|55065;2026-07-10\|11.53\|1.59\|11.30\|12.48\|11.09\|97982;2026-07-13\|10.63\|-7.81\|11.60\|11.66\|10.63\|73593;2026-07-14\|10.44\|-1.79\|10.50\|10.68\|10.15\|43872;2026-07-15\|10.30\|-1.34\|10.27\|10.70\|10.27\|35264;2026-07-16\|10.00\|-2.91\|9.96\|10.20\|9.61\|51557;2026-07-17\|9.26\|-7.40\|9.99\|10.00\|9.16\|62767;2026-07-20\|7.79\|-15.87\|9.13\|9.17\|7.54\|100901;2026-07-21\|7.52\|-3.47\|7.79\|7.96\|6.82\|105997;2026-07-22\|7.17\|-4.65\|7.52\|7.78\|7.08\|68881;2026-07-23\|7.47\|4.18\|7.17\|7.55\|7.15\|64548;2026-07-24\|7.12\|-4.69\|7.32\|7.47\|7.04\|55612
41518	国家队长征系列火箭迎来密集首飞	商业航天+卫星通信+芯片供应商行业原因： 1、据财闻1月23日报道，马斯克称SpaceX拟7月前完成IPO，蓝箭航天IPO状态同步变更为“已问询”，市场关注度持续提升。 2、证券时报1月23日报道，2026北京商业航天展将召开，爱建证券预判2026年为行业景气元年，规模化发射与回收验证启动。公司原因： 1、据2025年11月18日互动易，公司系6G卫星互联网核心芯片供应商，电源管理芯片等产品已定型卡位，受益于卫星通信及商业航天稳定发展，电源管理产品前三季度营收同比增92.2%。 2、据2025年11月7日机构调研纪要，公司部分产品已从2024年小批量、实验星阶段转入持续批量交付。 3、据2025年3月29日年报，公司主营高速高精度ADC/DAC、电源管理芯片、微系统及模组，覆盖“芯片-模组-系统”全链条，产品已批量供货中电科、中国航天科技等主流科研院所及民营航天企业。	公司为低轨通信卫星手机直连场景配套的芯片主要应用于卫星载荷	2026-03-17\|144.55\|-3.63\|152.50\|152.92\|144.00\|71234;2026-03-18\|155.18\|7.35\|146.27\|156.06\|143.52\|142528;2026-03-19\|152.50\|-1.73\|151.11\|157.09\|149.88\|122180;2026-03-20\|146.69\|-3.81\|154.00\|154.30\|146.50\|106838;2026-03-23\|137.20\|-6.47\|141.92\|146.68\|136.00\|107535;2026-03-24\|140.99\|2.76\|142.00\|142.00\|135.38\|91021;2026-03-25\|141.23\|0.17\|143.31\|145.72\|140.02\|84059;2026-03-26\|141.41\|0.13\|145.00\|145.90\|137.70\|123467;2026-03-27\|139.15\|-1.60\|137.62\|140.90\|136.29\|79154;2026-03-30\|147.82\|6.23\|137.00\|148.60\|137.00\|146073;2026-03-31\|148.25\|0.29\|147.78\|156.06\|147.20\|188283;2026-04-01\|145.28\|-2.00\|151.69\|151.90\|143.11\|123635;2026-04-02\|140.02\|-3.62\|145.66\|147.36\|138.44\|103261;2026-04-03\|140.50\|0.34\|142.28\|147.63\|136.36\|112002;2026-04-07\|134.66\|-4.16\|140.00\|140.50\|134.00\|100087;2026-04-08\|155.00\|15.10\|140.00\|155.55\|140.00\|212071;2026-04-09\|148.38\|-4.27\|152.00\|153.00\|146.29\|143264;2026-04-10\|149.54\|0.78\|149.68\|155.20\|148.88\|135657;2026-04-13\|151.70\|1.44\|148.06\|156.81\|147.12\|140281;2026-04-14\|168.50\|11.07\|155.00\|169.24\|153.00\|233526;2026-04-15\|170.55\|1.22\|170.00\|175.88\|168.39\|221523;2026-04-16\|176.10\|3.25\|171.00\|182.21\|171.00\|193603;2026-04-17\|175.16\|-0.53\|173.00\|177.60\|172.00\|146419;2026-04-21\|147.76\|-15.64\|152.00\|157.64\|142.88\|407561;2026-04-22\|153.68\|4.01\|145.70\|154.63\|144.70\|191925;2026-04-23\|158.73\|3.29\|158.80\|166.88\|155.00\|175621;2026-04-24\|154.92\|-2.40\|159.49\|163.99\|153.05\|136244;2026-04-27\|144.89\|-6.47\|152.00\|152.78\|143.00\|157233;2026-04-28\|130.17\|-10.16\|147.00\|147.86\|130.02\|184255;2026-04-29\|121.05\|-7.01\|125.00\|128.88\|116.98\|188088;2026-04-30\|130.38\|7.71\|122.48\|132.00\|120.00\|145276;2026-05-06\|133.41\|2.32\|131.93\|138.22\|130.39\|115442;2026-05-07\|134.45\|0.78\|135.00\|135.90\|132.08\|117056;2026-05-08\|135.61\|0.86\|133.30\|138.00\|131.69\|179351;2026-05-11\|150.58\|11.04\|141.88\|153.09\|140.02\|169336;2026-05-12\|152.60\|1.34\|152.30\|156.55\|147.63\|122969;2026-05-13\|154.60\|1.31\|150.00\|158.88\|150.00\|114007;2026-05-14\|142.20\|-8.02\|152.66\|154.30\|141.91\|142393;2026-05-15\|143.25\|0.74\|142.00\|146.64\|139.39\|92412;2026-05-18\|138.85\|-3.07\|140.01\|146.50\|138.50\|93577;2026-05-19\|139.16\|0.22\|140.06\|141.06\|133.10\|92815;2026-05-20\|133.85\|-3.82\|138.00\|140.00\|133.85\|90968;2026-05-21\|131.70\|-1.61\|131.01\|138.73\|130.80\|101024;2026-05-22\|129.20\|-1.90\|132.00\|133.00\|127.01\|86730;2026-05-25\|126.00\|-2.48\|129.20\|130.90\|122.10\|117558;2026-05-26\|125.19\|-0.64\|125.00\|128.79\|120.80\|91267;2026-05-27\|128.75\|2.84\|127.64\|134.00\|126.60\|108093;2026-05-28\|130.78\|1.58\|131.00\|133.33\|127.50\|80571;2026-05-29\|118.68\|-9.25\|129.10\|129.50\|118.00\|102674;2026-06-01\|105.90\|-10.77\|118.00\|118.63\|105.11\|101961;2026-06-02\|105.30\|-0.57\|107.90\|108.65\|104.00\|75160;2026-06-03\|109.50\|3.99\|105.96\|112.62\|105.11\|85372;2026-06-04\|106.70\|-2.56\|107.00\|110.19\|106.08\|54643;2026-06-05\|114.00\|6.84\|109.95\|116.58\|106.58\|100473;2026-06-08\|110.20\|-3.33\|110.02\|116.90\|109.12\|71380;2026-06-09\|111.86\|1.51\|110.75\|113.19\|107.01\|53986;2026-06-10\|109.54\|-2.07\|111.81\|115.86\|109.00\|50065;2026-06-11\|110.98\|1.31\|108.46\|111.48\|105.00\|52189;2026-06-12\|109.00\|-1.78\|114.00\|115.66\|108.86\|57807;2026-06-15\|110.30\|1.19\|109.00\|110.53\|103.99\|63837;2026-06-16\|108.95\|-1.22\|113.00\|115.02\|108.08\|70114;2026-06-17\|81.82\|5.09\|77.50\|84.50\|76.98\|125504;2026-06-18\|85.15\|4.07\|80.50\|85.90\|80.40\|123564;2026-06-22\|80.20\|-5.81\|84.80\|85.55\|78.58\|124234;2026-06-23\|73.01\|-8.97\|77.61\|77.77\|72.55\|122912;2026-06-24\|73.20\|0.26\|72.69\|75.40\|70.03\|91811;2026-06-25\|68.31\|-6.68\|72.11\|73.60\|68.21\|136244;2026-06-26\|70.00\|2.47\|68.31\|73.09\|64.88\|171879;2026-06-29\|72.50\|3.57\|69.00\|72.72\|69.00\|110446;2026-06-30\|78.36\|8.08\|74.66\|78.78\|73.80\|128390;2026-07-01\|82.96\|5.87\|78.48\|84.90\|78.38\|139514;2026-07-02\|81.37\|-1.92\|82.00\|86.45\|80.76\|110107;2026-07-03\|92.40\|13.56\|82.66\|94.00\|82.66\|171772;2026-07-06\|88.86\|-3.83\|96.60\|99.41\|88.80\|193938;2026-07-07\|86.69\|-2.44\|87.00\|92.93\|84.00\|140744;2026-07-08\|85.00\|-1.95\|85.00\|90.00\|84.20\|104040;2026-07-09\|92.05\|8.29\|85.06\|92.08\|82.69\|129296;2026-07-10\|95.68\|3.94\|91.74\|109.87\|91.20\|288999;2026-07-13\|86.72\|-9.36\|97.65\|97.65\|84.00\|199213;2026-07-14\|77.75\|-10.34\|84.00\|86.00\|73.78\|172579;2026-07-15\|75.28\|-3.18\|77.50\|79.79\|74.90\|93861;2026-07-16\|72.10\|-4.22\|73.00\|77.77\|71.60\|93096;2026-07-17\|62.22\|-13.70\|71.18\|72.00\|62.22\|134412;2026-07-20\|59.00\|-5.18\|64.54\|64.93\|57.51\|112887;2026-07-21\|63.50\|7.63\|59.99\|64.20\|55.50\|121678;2026-07-22\|64.20\|1.10\|62.50\|66.68\|62.48\|91733;2026-07-23\|64.64\|0.69\|63.08\|66.33\|62.89\|70332;2026-07-24\|61.51\|-4.84\|63.02\|64.42\|61.50\|54483
41517	国家队长征系列火箭迎来密集首飞	商业航天+风电紧固件+扭亏为盈+回购行业原因： 1、据新华社，4月7日，长征八号运载火箭在海南商业航天发射场以“一箭十八星”方式，将千帆星座第7批组网卫星送入预定轨道，发射任务获得圆满成功。 2、商业航天企业密集冲击IPO，SpaceX冲击最早6月上市，国内银河航天、中科宇航等企业开启IPO进程。公司原因： 1、据2026年1月5日股票交易异常波动公告，公司商业航天业务已切入火箭及发动机紧固件，主要客户包括星河动力、天兵科技、蓝箭航天等，2025年收入123万元，占比0.05%，板块处于初始阶段。 2、据2025年半年度报告，公司主营风电高强度紧固件，全球风电叶片预埋螺套市占率约七成，客户覆盖国内外知名风机制造商，连续多年市占率行业前列。 3、据2026年1月19日披露的2025年度业绩预告，预计2025年营收25亿元，实现扭亏为盈，主因风电需求旺盛、价格回升及成本下降。 4、据2026年4月2日回购进展公告，截至3月31日公司已回购242,400股，占总股本0.32%，回购资金总额不低于2500万元、不超过5000万元，用于股权激励。	公司已用于商业航天项目的产品主要包括商业火箭及火箭发动机所用的紧固件	2026-03-17\|163.48\|-4.95\|173.20\|176.34\|162.65\|35599;2026-03-18\|175.40\|7.29\|163.52\|178.00\|161.06\|50675;2026-03-19\|169.51\|-3.36\|170.00\|174.50\|168.88\|30931;2026-03-20\|163.91\|-3.30\|171.97\|172.15\|163.31\|27965;2026-03-23\|158.00\|-3.61\|160.97\|168.01\|155.00\|33760;2026-03-24\|157.10\|-0.57\|160.00\|162.00\|151.25\|31125;2026-03-25\|159.08\|1.26\|162.00\|165.74\|157.87\|28959;2026-03-26\|157.11\|-1.24\|162.00\|162.96\|154.50\|33417;2026-03-27\|156.84\|-0.17\|152.28\|160.58\|152.18\|27521;2026-03-30\|171.04\|9.05\|154.00\|176.45\|154.00\|75333;2026-03-31\|171.30\|0.15\|170.26\|185.00\|169.00\|83544;2026-04-01\|172.70\|0.82\|174.40\|181.40\|167.27\|55635;2026-04-02\|176.38\|2.13\|171.57\|181.00\|169.02\|58392;2026-04-03\|156.19\|-11.45\|175.96\|181.60\|155.61\|71612;2026-04-07\|153.95\|-1.43\|154.53\|156.55\|150.00\|38617;2026-04-08\|184.74\|20.00\|159.00\|184.74\|157.00\|107837;2026-04-09\|176.50\|-4.46\|180.54\|183.00\|174.10\|83889;2026-04-10\|174.00\|-1.42\|178.58\|183.70\|173.22\|58466;2026-04-13\|182.85\|5.09\|173.35\|187.94\|173.09\|69105;2026-04-14\|195.04\|6.67\|183.97\|198.99\|176.00\|94956;2026-04-15\|216.12\|10.81\|196.66\|228.00\|196.00\|116785;2026-04-16\|217.67\|0.72\|213.55\|221.58\|207.02\|79350;2026-04-17\|221.50\|1.76\|212.00\|223.08\|210.20\|71772;2026-04-20\|234.10\|5.69\|220.00\|248.00\|215.81\|96946;2026-04-21\|236.62\|1.08\|233.74\|239.00\|226.20\|66099;2026-04-22\|232.15\|-1.89\|226.00\|239.98\|225.80\|60376;2026-04-23\|223.43\|-3.76\|232.17\|236.80\|217.88\|59559;2026-04-24\|211.90\|-5.16\|227.46\|230.99\|206.00\|60392;2026-04-27\|205.71\|-2.92\|213.44\|215.30\|202.43\|66114;2026-04-28\|201.50\|-2.05\|207.00\|207.00\|198.67\|42200;2026-04-29\|202.00\|0.25\|199.49\|205.41\|198.50\|45224;2026-04-30\|217.72\|7.78\|202.02\|222.40\|198.80\|82230;2026-05-06\|223.31\|2.57\|217.30\|232.00\|215.80\|66814;2026-05-07\|229.00\|2.55\|223.53\|231.58\|215.00\|65730;2026-05-08\|233.69\|2.05\|224.50\|242.00\|224.30\|67761;2026-05-11\|248.93\|6.52\|241.00\|262.00\|240.11\|87271;2026-05-12\|227.20\|-8.73\|252.70\|253.99\|224.00\|80671;2026-05-13\|243.17\|7.03\|227.54\|247.99\|224.00\|79156;2026-05-14\|223.10\|-8.25\|242.76\|242.76\|223.00\|68108;2026-05-15\|216.96\|-2.75\|223.00\|227.46\|213.00\|43307;2026-05-18\|205.51\|-5.28\|216.56\|228.66\|203.36\|82425;2026-05-19\|143.16\|-2.57\|148.66\|149.00\|141.00\|51920;2026-05-20\|149.95\|4.74\|142.00\|153.97\|142.00\|75653;2026-05-21\|140.20\|-6.50\|150.00\|151.00\|139.78\|60803;2026-05-22\|146.18\|4.27\|140.15\|148.50\|135.00\|57539;2026-05-25\|142.88\|-2.26\|148.02\|148.50\|138.00\|54745;2026-05-26\|133.97\|-6.24\|141.00\|141.00\|130.83\|63919;2026-05-27\|139.57\|4.18\|139.00\|142.79\|129.69\|87319;2026-05-28\|142.90\|2.39\|139.67\|146.39\|137.51\|73739;2026-05-29\|132.48\|-7.29\|137.91\|145.98\|131.00\|59723;2026-06-01\|128.74\|-2.82\|132.48\|136.06\|128.50\|38895;2026-06-02\|127.90\|-0.65\|131.31\|132.08\|124.00\|36857;2026-06-03\|130.08\|1.70\|126.93\|135.60\|126.00\|55017;2026-06-04\|126.54\|-2.72\|132.00\|134.00\|125.80\|47530;2026-06-05\|129.99\|2.73\|128.00\|135.00\|123.55\|72746;2026-06-08\|119.75\|-7.88\|126.33\|131.63\|119.00\|55561;2026-06-09\|121.63\|1.57\|121.32\|122.90\|117.66\|37991;2026-06-10\|117.65\|-3.27\|120.42\|122.28\|115.52\|34634;2026-06-11\|116.81\|-0.71\|117.00\|117.91\|113.88\|28550;2026-06-12\|117.00\|0.16\|119.80\|123.97\|116.01\|42186;2026-06-15\|119.50\|2.14\|117.02\|120.00\|115.09\|47126;2026-06-16\|121.60\|1.76\|121.89\|124.44\|117.76\|50675;2026-06-17\|129.90\|6.83\|122.00\|132.50\|119.82\|89392;2026-06-18\|141.56\|8.98\|130.14\|145.50\|128.00\|104052;2026-06-22\|139.96\|-1.13\|142.17\|143.83\|132.28\|89645;2026-06-23\|142.00\|1.46\|137.62\|146.58\|133.50\|74717;2026-06-24\|145.13\|2.20\|140.58\|148.99\|137.80\|79502;2026-06-25\|144.82\|-0.21\|142.27\|148.75\|138.21\|73724;2026-06-26\|155.56\|7.42\|140.58\|158.88\|139.12\|109901;2026-06-29\|153.10\|-1.58\|154.50\|158.00\|148.99\|69422;2026-06-30\|153.95\|0.56\|155.00\|158.64\|149.20\|78959;2026-07-01\|161.50\|4.90\|150.00\|163.99\|149.66\|81561;2026-07-02\|162.95\|0.90\|161.00\|167.00\|158.49\|65436;2026-07-03\|182.00\|11.69\|162.96\|188.00\|160.58\|125538;2026-07-06\|175.79\|-3.41\|194.82\|195.00\|173.52\|97087;2026-07-07\|168.20\|-4.32\|172.63\|184.98\|163.10\|85240;2026-07-08\|157.79\|-6.19\|167.66\|170.48\|157.33\|59700;2026-07-09\|168.55\|6.82\|157.51\|170.61\|156.23\|75093;2026-07-10\|179.20\|6.32\|164.01\|194.59\|163.90\|129431;2026-07-13\|153.00\|-14.62\|173.18\|175.27\|148.39\|109570;2026-07-14\|142.00\|-7.19\|153.03\|153.03\|138.00\|89505;2026-07-15\|145.22\|2.27\|142.01\|150.08\|142.01\|59535;2026-07-16\|129.94\|-10.52\|142.07\|144.09\|127.00\|70072;2026-07-17\|113.10\|-12.96\|129.77\|130.06\|112.01\|71371;2026-07-20\|102.05\|-9.77\|118.82\|119.88\|99.58\|73016;2026-07-21\|111.99\|9.74\|103.01\|112.54\|92.00\|76994;2026-07-22\|109.78\|-1.97\|112.45\|116.60\|108.00\|51542;2026-07-23\|108.95\|-0.76\|109.47\|114.78\|107.18\|34803;2026-07-24\|104.79\|-3.82\|106.20\|109.00\|104.14\|26409
41516	国家队长征系列火箭迎来密集首飞	涨停揭秘：旗下达晨财智参股蓝箭航天、智谱AI等明星项目，受益商业航天与AI双主线政策催化及退出预期升温；涨停缘由：达晨基金规模近660亿元，历史IPO退出超百例；直投+FOF双模式布局航天与AI硬科技；资产重估逻辑凸显；资金逻辑：资金博弈传媒股中稀缺的硬科技投资平台属性，偏好低PB+高隐含价值标的，事件驱动型资金主导；风险提示：主业广告与文旅持续承压；参股权益价值波动大；无直接航天业务，纯主题映射属性较强	公司旗下达晨财智管理基金规模近660亿元，累计投资800余家企业并成功退出301家，重点布局人工智能、具身智能等赛道，直接及间接参股智谱AI、蓝箭航天等明星项目	2026-03-17\|9.84\|-2.48\|10.11\|10.13\|9.84\|278295;2026-03-18\|10.23\|3.96\|9.93\|10.24\|9.81\|373590;2026-03-19\|9.98\|-2.44\|9.99\|10.11\|9.92\|329432;2026-03-20\|9.72\|-2.61\|10.04\|10.09\|9.72\|345062;2026-03-23\|9.08\|-6.58\|9.50\|9.53\|9.00\|488599;2026-03-24\|9.26\|1.98\|9.29\|9.34\|9.06\|316424;2026-03-25\|9.43\|1.84\|9.31\|9.51\|9.31\|291716;2026-03-26\|9.25\|-1.91\|9.58\|9.58\|9.18\|258362;2026-03-27\|9.33\|0.86\|9.09\|9.36\|9.09\|221722;2026-03-30\|9.36\|0.32\|9.15\|9.37\|9.07\|232613;2026-03-31\|9.35\|-0.11\|9.46\|9.55\|9.33\|304754;2026-04-01\|9.80\|4.81\|9.60\|10.07\|9.51\|777038;2026-04-02\|9.29\|-5.20\|9.67\|9.69\|9.19\|557331;2026-04-03\|9.03\|-2.80\|9.30\|9.35\|8.98\|321228;2026-04-07\|8.96\|-0.78\|9.07\|9.11\|8.88\|268603;2026-04-08\|9.86\|10.04\|9.31\|9.86\|9.30\|826381;2026-04-09\|9.79\|-0.71\|9.66\|9.89\|9.60\|740917;2026-04-10\|9.73\|-0.61\|9.88\|9.92\|9.73\|427424;2026-04-13\|9.74\|0.10\|9.75\|9.86\|9.68\|316137;2026-04-14\|9.94\|2.05\|9.88\|9.98\|9.77\|404270;2026-04-15\|9.74\|-2.01\|9.97\|9.97\|9.73\|320517;2026-04-16\|9.89\|1.54\|9.76\|9.92\|9.76\|313724;2026-04-17\|9.90\|0.10\|9.83\|9.97\|9.78\|305741;2026-04-20\|10.01\|1.11\|9.90\|10.11\|9.90\|381442;2026-04-21\|9.94\|-0.70\|10.01\|10.15\|9.82\|403516;2026-04-22\|9.93\|-0.10\|9.87\|9.95\|9.78\|269145;2026-04-23\|10.00\|0.70\|9.93\|10.13\|9.91\|471544;2026-04-24\|10.10\|1.00\|9.97\|10.14\|9.87\|412019;2026-04-27\|10.14\|0.40\|10.10\|10.16\|9.95\|386771;2026-04-28\|9.13\|-9.96\|9.14\|9.32\|9.13\|660914;2026-04-29\|8.87\|-2.85\|8.96\|9.02\|8.82\|548602;2026-04-30\|8.74\|-1.47\|8.86\|8.94\|8.68\|411254;2026-05-06\|8.81\|0.80\|8.80\|8.93\|8.77\|393685;2026-05-07\|8.87\|0.68\|8.83\|8.88\|8.72\|338200;2026-05-08\|8.95\|0.90\|8.87\|9.09\|8.84\|409721;2026-05-11\|8.88\|-0.78\|9.03\|9.04\|8.85\|325606;2026-05-12\|8.60\|-3.15\|8.88\|8.90\|8.55\|375647;2026-05-13\|8.72\|1.40\|8.53\|8.79\|8.52\|306243;2026-05-14\|8.39\|-3.78\|8.87\|9.04\|8.39\|392207;2026-05-15\|8.25\|-1.67\|8.40\|8.49\|8.16\|333808;2026-05-18\|8.42\|2.06\|8.25\|8.51\|8.18\|282597;2026-05-19\|8.50\|0.95\|8.41\|8.55\|8.35\|228947;2026-05-20\|8.32\|-2.12\|8.45\|8.48\|8.28\|235898;2026-05-21\|8.01\|-3.73\|8.36\|8.46\|7.98\|316840;2026-05-22\|8.10\|1.12\|8.02\|8.19\|7.90\|299699;2026-05-25\|8.03\|-0.86\|8.12\|8.19\|7.94\|271208;2026-05-26\|7.94\|-1.12\|8.00\|8.00\|7.77\|282616;2026-05-27\|7.72\|-2.77\|7.95\|8.06\|7.65\|265354;2026-05-28\|7.79\|0.91\|7.72\|7.87\|7.61\|258758;2026-05-29\|7.96\|2.18\|7.82\|8.18\|7.75\|565493;2026-06-01\|8.23\|3.39\|7.96\|8.40\|7.90\|648732;2026-06-02\|8.21\|-0.24\|8.58\|8.58\|8.08\|586146;2026-06-03\|7.75\|-5.60\|8.02\|8.08\|7.72\|479547;2026-06-04\|7.52\|-2.97\|7.70\|7.71\|7.47\|333466;2026-06-05\|7.44\|-1.06\|7.56\|7.63\|7.42\|258829;2026-06-08\|7.19\|-3.36\|7.30\|7.44\|7.11\|296570;2026-06-09\|7.07\|-1.67\|7.25\|7.28\|6.96\|354556;2026-06-10\|6.92\|-2.12\|7.00\|7.04\|6.83\|306214;2026-06-11\|6.65\|-3.90\|6.86\|6.90\|6.60\|317500;2026-06-12\|6.83\|2.71\|6.73\|6.90\|6.63\|301117;2026-06-15\|7.06\|3.37\|6.98\|7.19\|6.91\|308258;2026-06-16\|7.13\|0.99\|7.03\|7.20\|6.89\|302370;2026-06-17\|6.90\|-3.23\|7.09\|7.14\|6.84\|283108;2026-06-18\|7.06\|2.32\|7.15\|7.39\|7.01\|468803;2026-06-22\|7.58\|7.37\|7.01\|7.77\|6.94\|865669;2026-06-23\|7.74\|2.11\|7.70\|8.07\|7.67\|778786;2026-06-24\|7.43\|-4.01\|7.75\|7.85\|7.33\|543220;2026-06-25\|7.23\|-2.69\|7.39\|7.39\|7.16\|376606;2026-06-26\|6.75\|-6.64\|7.16\|7.16\|6.75\|412638;2026-06-29\|6.60\|-2.22\|6.74\|6.81\|6.54\|390772;2026-06-30\|6.69\|1.36\|6.60\|6.73\|6.48\|302885;2026-07-01\|6.87\|2.69\|6.77\|7.07\|6.74\|396199;2026-07-02\|6.74\|-1.89\|6.89\|7.03\|6.74\|383085;2026-07-03\|6.72\|-0.30\|6.74\|6.79\|6.66\|235288;2026-07-06\|6.53\|-2.83\|6.71\|6.76\|6.51\|243519;2026-07-07\|6.31\|-2.92\|6.52\|6.52\|6.28\|225298;2026-07-08\|6.46\|2.38\|6.31\|6.56\|6.16\|314514;2026-07-09\|6.60\|2.17\|6.39\|6.62\|6.31\|321568;2026-07-10\|6.80\|3.03\|6.56\|6.98\|6.45\|480610;2026-07-13\|6.36\|-6.47\|6.78\|6.87\|6.34\|384816;2026-07-14\|6.40\|0.63\|6.36\|6.45\|6.27\|217193;2026-07-15\|6.68\|4.38\|6.38\|6.77\|6.36\|358299;2026-07-16\|6.71\|0.45\|6.60\|6.81\|6.58\|288113;2026-07-17\|6.39\|-4.77\|6.68\|6.90\|6.39\|320731;2026-07-20\|6.48\|1.41\|6.39\|6.60\|6.32\|290931;2026-07-21\|6.59\|1.70\|6.42\|6.72\|6.41\|323020;2026-07-22\|6.47\|-1.82\|6.53\|6.54\|6.38\|262702;2026-07-23\|6.53\|0.93\|6.44\|6.54\|6.37\|170342;2026-07-24\|6.26\|-4.13\|6.47\|6.49\|6.26\|221738
41515	国家队长征系列火箭迎来密集首飞	商业航天+深海系泊+索具龙头+年报扭亏行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年12月29日投资者关系活动记录表，公司可回收捕获臂、火箭地面拉索装置等已用于商业航天发射与回收环节。 2、据2025年12月29日投资者关系活动记录表，公司单股永久系泊钢丝绳、系泊纤维缆及系统配件已用于海上风电、海上养殖、海上光伏，是目前唯一具备成套系泊系统设计制造能力的企业。 3、据2026年4月10日公告披露，公司2025年营收25.7亿元，同比增长16.08%，归母净利润1743.64万元，同比扭亏为盈。	公司为商业航天地面发射提供了系统性保障，从生产组装到发射前的安装调试和转运过程都会应用到公司产品	2026-03-17\|13.48\|-5.00\|13.82\|14.34\|13.39\|1788428;2026-03-18\|13.53\|0.37\|13.48\|13.62\|13.00\|1223762;2026-03-19\|12.88\|-4.80\|13.16\|13.24\|12.75\|870960;2026-03-20\|11.93\|-7.38\|12.65\|12.71\|11.90\|1057063;2026-03-23\|11.46\|-3.94\|11.72\|12.09\|11.34\|972531;2026-03-24\|11.88\|3.66\|11.83\|11.88\|11.47\|677406;2026-03-25\|12.01\|1.09\|12.01\|12.15\|11.89\|508424;2026-03-26\|12.23\|1.83\|12.01\|12.69\|11.82\|1606553;2026-03-27\|12.37\|1.14\|11.81\|12.65\|11.81\|1330746;2026-03-30\|13.09\|5.82\|12.32\|13.15\|12.18\|1834972;2026-03-31\|14.40\|10.01\|12.96\|14.40\|12.81\|1761553;2026-04-01\|14.26\|-0.97\|15.08\|15.38\|14.12\|3106037;2026-04-02\|13.80\|-3.23\|14.18\|14.68\|13.70\|1985940;2026-04-03\|12.78\|-7.39\|13.69\|13.78\|12.71\|1578994;2026-04-07\|12.88\|0.78\|12.73\|13.18\|12.50\|1156592;2026-04-08\|14.17\|10.02\|13.10\|14.17\|12.95\|1297300;2026-04-09\|15.59\|10.02\|14.50\|15.59\|14.50\|2726427;2026-04-10\|15.50\|-0.58\|16.00\|16.66\|15.42\|3578273;2026-04-13\|16.34\|5.42\|15.56\|16.66\|15.56\|2676106;2026-04-14\|17.15\|4.96\|16.34\|17.21\|16.01\|2893640;2026-04-15\|18.29\|6.65\|17.03\|18.71\|16.80\|2871134;2026-04-16\|18.51\|1.20\|18.01\|19.68\|17.50\|2929182;2026-04-17\|19.06\|2.97\|18.07\|19.30\|18.01\|2235985;2026-04-20\|19.47\|2.15\|19.20\|20.00\|18.80\|2775632;2026-04-21\|21.42\|10.02\|19.00\|21.42\|18.47\|2893097;2026-04-22\|20.15\|-5.93\|20.32\|21.31\|20.02\|2803435;2026-04-23\|18.96\|-5.91\|19.63\|20.25\|18.68\|2123627;2026-04-24\|19.05\|0.47\|18.78\|20.21\|18.11\|2588408;2026-04-27\|18.42\|-3.31\|18.29\|19.08\|17.49\|1715392;2026-04-28\|18.48\|0.33\|18.44\|18.94\|17.77\|1924778;2026-04-29\|18.90\|2.27\|18.13\|19.30\|18.00\|1901722;2026-04-30\|19.81\|4.81\|18.93\|20.30\|18.86\|2139427;2026-05-06\|20.11\|1.51\|19.65\|20.60\|19.40\|2101366;2026-05-07\|22.12\|9.99\|19.90\|22.12\|19.76\|2728879;2026-05-08\|22.11\|-0.05\|22.12\|24.00\|21.36\|3398478;2026-05-11\|22.17\|0.27\|21.63\|22.78\|21.47\|2614571;2026-05-12\|20.40\|-7.98\|21.83\|21.95\|20.05\|2287060;2026-05-13\|20.46\|0.29\|20.25\|21.22\|19.88\|1824760;2026-05-14\|19.91\|-2.69\|20.21\|21.00\|18.63\|2212861;2026-05-15\|19.43\|-2.41\|19.35\|20.35\|18.89\|1496834;2026-05-18\|17.49\|-9.98\|17.49\|17.49\|17.49\|73245;2026-05-19\|15.74\|-10.01\|15.74\|15.74\|15.74\|29620;2026-05-20\|14.21\|-9.72\|14.17\|15.74\|14.17\|3619351;2026-05-21\|12.79\|-9.99\|13.22\|13.59\|12.79\|2992139;2026-05-22\|13.17\|2.97\|12.64\|13.60\|12.36\|2657473;2026-05-25\|12.76\|-3.11\|13.37\|13.45\|12.45\|1934732;2026-05-26\|12.14\|-4.86\|12.53\|12.80\|12.00\|1604682;2026-05-27\|11.56\|-4.78\|12.38\|12.40\|11.46\|1216424;2026-05-28\|12.01\|3.89\|11.55\|12.09\|11.43\|1057871;2026-05-29\|11.30\|-5.91\|12.17\|12.21\|11.24\|948588;2026-06-01\|11.57\|2.39\|11.30\|11.86\|11.30\|878666;2026-06-02\|11.18\|-3.37\|11.76\|11.76\|10.91\|857012;2026-06-03\|11.28\|0.98\|11.28\|11.65\|11.13\|937870;2026-06-04\|11.05\|-2.04\|11.21\|11.39\|10.99\|621269;2026-06-05\|11.10\|0.45\|11.10\|11.38\|10.70\|889763;2026-06-08\|11.66\|5.04\|10.76\|12.21\|10.69\|2073439;2026-06-09\|10.80\|-7.38\|11.63\|11.63\|10.57\|1687033;2026-06-10\|10.26\|-5.00\|10.64\|10.95\|10.12\|1259297;2026-06-11\|9.98\|-2.73\|10.15\|10.25\|9.90\|964697;2026-06-12\|10.17\|1.90\|10.18\|10.39\|9.92\|922108;2026-06-15\|10.28\|1.08\|10.22\|10.34\|10.10\|664222;2026-06-16\|10.42\|1.36\|10.48\|10.60\|10.18\|622461;2026-06-17\|10.26\|-1.54\|10.50\|10.65\|10.18\|681609;2026-06-18\|9.97\|-2.83\|10.32\|10.32\|9.95\|600769;2026-06-22\|9.73\|-2.41\|9.97\|9.99\|9.47\|721006;2026-06-23\|9.46\|-2.77\|9.73\|9.82\|9.36\|561717;2026-06-24\|9.98\|5.50\|9.37\|10.30\|9.08\|1223294;2026-06-25\|9.55\|-4.31\|9.96\|10.74\|9.50\|1246676;2026-06-26\|9.65\|1.05\|9.74\|9.92\|9.27\|1030695;2026-06-29\|10.62\|10.05\|10.12\|10.62\|9.79\|1385986;2026-06-30\|10.51\|-1.04\|10.75\|10.91\|10.43\|1977427;2026-07-01\|11.25\|7.04\|10.61\|11.56\|10.38\|2143600;2026-07-02\|11.55\|2.67\|11.25\|11.86\|11.03\|2022462;2026-07-03\|10.96\|-5.11\|11.57\|11.88\|10.81\|1785265;2026-07-06\|10.10\|-7.85\|11.29\|11.79\|10.08\|1615233;2026-07-07\|10.10\|0.00\|10.05\|10.75\|9.92\|1430029;2026-07-08\|9.59\|-5.05\|9.94\|10.24\|9.56\|1086773;2026-07-09\|10.06\|4.90\|9.74\|10.24\|9.46\|1292074;2026-07-10\|11.07\|10.04\|10.26\|11.07\|10.10\|1715128;2026-07-13\|9.96\|-10.03\|11.51\|11.55\|9.96\|2160896;2026-07-14\|8.96\|-10.04\|8.96\|9.23\|8.96\|333970;2026-07-15\|8.23\|-8.15\|8.06\|8.97\|8.06\|1788701;2026-07-16\|8.05\|-2.19\|8.08\|8.41\|7.98\|1070989;2026-07-17\|7.29\|-9.44\|8.06\|8.12\|7.25\|1049641;2026-07-20\|6.86\|-5.90\|7.42\|7.50\|6.72\|972887;2026-07-21\|7.13\|3.94\|6.94\|7.14\|6.23\|1105059;2026-07-22\|7.04\|-1.26\|6.98\|7.26\|6.94\|712817;2026-07-23\|7.31\|3.84\|7.00\|7.34\|6.94\|606867;2026-07-24\|7.00\|-4.24\|7.20\|7.30\|6.97\|520755
41514	国家队长征系列火箭迎来密集首飞	金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司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。	1、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务；公司在卫星火箭等航天特种轴承领域具有优势地位； 2、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货	2026-03-17\|47.71\|-0.93\|48.43\|50.20\|47.21\|137011;2026-03-18\|47.98\|0.57\|47.66\|48.44\|47.00\|97063;2026-03-19\|46.32\|-3.46\|47.37\|47.52\|45.81\|112616;2026-03-20\|45.94\|-0.82\|46.32\|47.20\|45.48\|99008;2026-03-23\|42.28\|-7.97\|44.59\|45.30\|41.86\|170049;2026-03-24\|43.98\|4.02\|43.56\|44.29\|42.56\|136954;2026-03-25\|44.01\|0.07\|44.27\|45.15\|43.72\|97635;2026-03-26\|43.16\|-1.93\|44.11\|44.38\|42.80\|75944;2026-03-27\|43.20\|0.09\|42.41\|43.60\|42.13\|75928;2026-03-30\|44.12\|2.13\|42.35\|44.44\|42.35\|86847;2026-03-31\|43.76\|-0.82\|44.22\|45.20\|43.76\|97632;2026-04-01\|44.16\|0.91\|44.95\|45.16\|43.70\|71937;2026-04-02\|42.80\|-3.08\|43.84\|44.15\|42.56\|74727;2026-04-03\|42.51\|-0.68\|42.97\|43.20\|41.91\|65852;2026-04-07\|41.79\|-1.69\|42.58\|42.80\|41.36\|63832;2026-04-08\|45.97\|10.00\|42.59\|45.97\|42.59\|132158;2026-04-09\|46.67\|1.52\|45.31\|47.15\|45.03\|203900;2026-04-10\|47.53\|1.84\|47.13\|48.70\|46.68\|134305;2026-04-13\|46.26\|-2.67\|46.88\|48.05\|46.20\|133026;2026-04-14\|48.95\|5.82\|47.08\|49.43\|46.50\|281613;2026-04-15\|48.37\|-1.18\|48.97\|50.39\|48.17\|188750;2026-04-16\|49.55\|2.44\|48.30\|50.14\|47.90\|150755;2026-04-17\|50.10\|1.11\|49.21\|50.40\|48.90\|130004;2026-04-20\|54.04\|7.86\|50.64\|54.49\|50.12\|224119;2026-04-21\|53.27\|-1.42\|53.95\|55.20\|52.42\|212264;2026-04-22\|54.20\|1.75\|53.03\|54.43\|52.69\|131967;2026-04-23\|53.31\|-1.64\|53.73\|55.27\|52.90\|139383;2026-04-24\|51.98\|-2.49\|52.83\|53.29\|51.28\|122451;2026-04-27\|51.80\|-0.35\|52.39\|53.28\|51.40\|109333;2026-04-28\|50.10\|-3.28\|51.38\|51.40\|49.20\|141080;2026-04-29\|50.14\|0.08\|50.00\|50.67\|49.71\|89296;2026-04-30\|52.21\|4.13\|50.27\|52.69\|49.90\|155546;2026-05-06\|55.89\|7.05\|52.73\|57.43\|52.40\|247622;2026-05-07\|56.27\|0.68\|55.89\|57.74\|55.02\|219439;2026-05-08\|57.47\|2.13\|55.78\|58.63\|55.38\|191714;2026-05-11\|58.51\|1.81\|57.91\|59.28\|56.81\|230229;2026-05-12\|57.43\|-1.85\|58.50\|59.19\|56.08\|175431;2026-05-13\|59.49\|3.59\|57.15\|61.06\|56.89\|252177;2026-05-14\|57.18\|-3.88\|58.46\|59.80\|56.74\|196756;2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774;2026-07-13\|56.48\|-10.01\|63.00\|63.33\|56.48\|193773;2026-07-14\|57.77\|2.28\|56.93\|58.60\|54.01\|152164;2026-07-15\|57.40\|-0.64\|58.30\|59.89\|57.05\|116290;2026-07-16\|54.80\|-4.53\|56.40\|57.88\|54.36\|105080;2026-07-17\|50.77\|-7.35\|54.80\|60.10\|50.32\|260264;2026-07-20\|49.73\|-2.05\|52.25\|53.80\|48.25\|249912;2026-07-21\|52.00\|4.56\|50.56\|52.30\|44.99\|242325;2026-07-22\|47.82\|-8.04\|51.21\|51.99\|47.18\|203991;2026-07-23\|48.38\|1.17\|48.20\|49.17\|46.50\|164349;2026-07-24\|47.70\|-1.41\|47.00\|48.30\|46.05\|120714
41513	国家队长征系列火箭迎来密集首飞	年报增长+商业航天+洁净环保+苏州国资行业原因： 1、据新华社，4月7日，长征八号运载火箭在海南商业航天发射场以“一箭十八星”方式，将千帆星座第7批组网卫星送入预定轨道，发射任务获得圆满成功。 2、商业航天企业密集冲击IPO，SpaceX冲击最早6月上市，国内银河航天、中科宇航等企业开启IPO进程。公司原因： 1、据2026年4月8日年报，2025年营收42.21亿元，同比增长0.69%，归母净利2.95亿元，同比增长17.69%，拟每10股派0.6元。 2、据2025年11月26日互动易，控股子公司苏州轴承滚针轴承已配套商业航天领域；江苏苏净洁净系统用于西昌、酒泉发射基地及嫦娥、神舟、天宫等国家重点项目。 3、据2025年年报及2025年12月2日机构调研，公司最终控制人为苏州市国资委，属地方国企，洁净环保、瓷绝缘子、精密轴承为三大主业，将加大新质生产力投入。	全资子公司江苏苏净是国内领先的空气净化、节能环保和气体纯化领域技术创新、装备制造和工程整体解决方案的供应商，核心产品先后为西昌、酒泉卫星发射基地，嫦娥、神舟、天宫系列等国家重点项目配套服务	2026-03-17\|13.86\|-1.00\|14.01\|14.35\|13.83\|110897;2026-03-18\|13.94\|0.58\|13.90\|13.98\|13.74\|74887;2026-03-19\|13.56\|-2.73\|13.80\|13.80\|13.50\|85109;2026-03-20\|13.33\|-1.70\|13.60\|13.76\|13.31\|78470;2026-03-23\|12.59\|-5.55\|12.92\|13.31\|12.51\|126474;2026-03-24\|13.14\|4.37\|12.89\|13.15\|12.68\|93929;2026-03-25\|13.40\|1.98\|13.21\|13.80\|13.16\|125272;2026-03-26\|13.18\|-1.64\|13.31\|13.51\|13.12\|65352;2026-03-27\|13.25\|0.53\|13.00\|13.32\|12.95\|68295;2026-03-30\|13.34\|0.68\|13.01\|13.37\|13.00\|78960;2026-03-31\|13.24\|-0.75\|13.28\|13.60\|13.23\|82868;2026-04-01\|13.45\|1.59\|13.55\|13.64\|13.33\|81109;2026-04-02\|13.07\|-2.83\|13.30\|13.48\|13.00\|64439;2026-04-03\|12.72\|-2.68\|13.07\|13.17\|12.72\|64128;2026-04-07\|12.67\|-0.39\|12.71\|12.82\|12.60\|49277;2026-04-08\|13.94\|10.02\|13.31\|13.94\|13.31\|113700;2026-04-09\|13.94\|0.00\|14.12\|14.17\|13.80\|263706;2026-04-10\|14.03\|0.65\|14.22\|14.32\|13.94\|171988;2026-04-13\|14.20\|1.21\|13.96\|14.32\|13.83\|164235;2026-04-14\|14.31\|0.77\|14.26\|14.41\|14.12\|135950;2026-04-15\|14.18\|-0.91\|14.33\|14.41\|14.10\|113855;2026-04-16\|14.26\|0.56\|14.12\|14.29\|14.02\|84012;2026-04-17\|14.24\|-0.14\|14.26\|14.38\|14.16\|93812;2026-04-20\|14.45\|1.47\|14.24\|14.52\|14.16\|115759;2026-04-21\|14.46\|0.07\|14.42\|14.46\|14.27\|82747;2026-04-22\|14.76\|2.07\|14.58\|14.86\|14.40\|194047;2026-04-23\|14.98\|1.49\|14.78\|15.46\|14.66\|296881;2026-04-24\|14.64\|-2.27\|14.84\|15.15\|14.58\|204626;2026-04-27\|14.53\|-0.75\|14.60\|14.74\|14.42\|138132;2026-04-28\|14.33\|-1.38\|14.45\|14.60\|14.25\|112686;2026-04-29\|15.76\|9.98\|15.45\|15.76\|15.45\|214444;2026-04-30\|16.28\|3.30\|15.92\|16.61\|15.78\|597805;2026-05-06\|16.42\|0.86\|16.35\|16.64\|16.27\|445084;2026-05-07\|16.62\|1.22\|16.43\|16.73\|16.30\|290896;2026-05-08\|16.99\|2.23\|16.43\|17.09\|16.38\|302160;2026-05-11\|17.12\|0.77\|16.99\|17.30\|16.81\|259909;2026-05-12\|17.08\|-0.23\|17.19\|17.50\|16.96\|217480;2026-05-13\|17.50\|2.46\|16.98\|17.72\|16.95\|222810;2026-05-14\|16.41\|-6.23\|17.50\|17.65\|16.39\|392878;2026-05-15\|17.09\|4.14\|16.41\|17.65\|16.32\|314031;2026-05-18\|17.48\|2.28\|17.00\|17.92\|16.89\|315127;2026-05-19\|17.59\|0.63\|17.27\|17.61\|17.08\|236447;2026-05-20\|17.74\|0.85\|17.48\|17.75\|17.25\|218142;2026-05-21\|17.34\|-2.25\|17.76\|18.05\|16.76\|428606;2026-05-22\|17.34\|0.00\|17.03\|17.36\|16.44\|300687;2026-05-25\|17.11\|-1.33\|17.42\|17.78\|16.70\|255302;2026-05-26\|16.45\|-3.86\|16.89\|16.90\|16.17\|204385;2026-05-27\|16.17\|-1.70\|16.47\|16.50\|15.95\|167297;2026-05-28\|16.32\|0.93\|16.17\|16.33\|16.00\|133084;2026-05-29\|15.82\|-3.06\|16.31\|16.37\|15.46\|150140;2026-06-01\|15.64\|-1.14\|15.69\|15.80\|15.49\|121270;2026-06-02\|15.45\|-1.21\|15.60\|15.62\|15.03\|119894;2026-06-03\|15.32\|-0.84\|15.42\|15.60\|15.09\|129784;2026-06-04\|15.11\|-1.37\|15.06\|15.19\|14.88\|103535;2026-06-05\|15.12\|0.07\|15.11\|15.22\|14.60\|127628;2026-06-08\|14.45\|-4.43\|14.55\|14.96\|14.20\|117052;2026-06-09\|15.03\|4.01\|14.45\|15.05\|14.30\|130184;2026-06-10\|15.09\|0.40\|14.80\|15.12\|14.71\|150898;2026-06-11\|14.99\|-0.66\|15.00\|15.06\|14.65\|127518;2026-06-12\|14.89\|-0.67\|15.33\|15.50\|14.61\|199757;2026-06-15\|15.72\|5.57\|14.99\|15.72\|14.71\|237643;2026-06-16\|15.39\|-2.10\|15.56\|15.56\|15.27\|199141;2026-06-17\|15.21\|-1.17\|15.30\|15.49\|15.08\|195358;2026-06-18\|15.63\|2.76\|15.18\|15.65\|15.02\|221372;2026-06-22\|15.31\|-2.05\|15.60\|15.65\|14.62\|238318;2026-06-23\|16.84\|9.99\|15.42\|16.84\|15.40\|175475;2026-06-24\|16.81\|-0.18\|17.14\|17.14\|15.72\|434583;2026-06-25\|17.18\|2.20\|16.61\|17.53\|16.53\|488119;2026-06-26\|18.25\|6.23\|16.88\|18.90\|16.71\|669606;2026-06-29\|20.08\|10.03\|18.75\|20.08\|18.39\|624369;2026-06-30\|20.63\|2.74\|20.58\|21.32\|19.20\|755517;2026-07-01\|21.00\|1.79\|20.53\|21.98\|20.40\|582893;2026-07-02\|19.76\|-5.90\|20.05\|20.50\|19.50\|455208;2026-07-03\|20.50\|4.06\|19.39\|21.67\|19.00\|621887;2026-07-06\|19.90\|-2.93\|20.88\|21.23\|19.69\|432782;2026-07-07\|19.20\|-3.52\|19.75\|20.33\|19.05\|291457;2026-07-08\|17.62\|-8.23\|18.81\|19.12\|17.60\|333494;2026-07-09\|18.44\|4.65\|18.10\|18.62\|17.40\|300005;2026-07-10\|18.65\|1.14\|18.24\|19.77\|18.18\|395004;2026-07-13\|16.79\|-9.97\|18.42\|18.45\|16.79\|286306;2026-07-14\|15.51\|-7.62\|16.24\|16.54\|15.12\|387817;2026-07-15\|14.97\|-3.48\|15.58\|15.82\|14.78\|301272;2026-07-16\|14.16\|-5.41\|14.90\|15.05\|14.06\|296774;2026-07-17\|12.94\|-8.62\|14.11\|14.14\|12.80\|304903;2026-07-20\|12.24\|-5.41\|13.20\|13.46\|12.00\|275525;2026-07-21\|12.87\|5.15\|12.41\|12.94\|11.48\|344827;2026-07-22\|12.37\|-3.88\|12.80\|12.94\|12.25\|263682;2026-07-23\|12.73\|2.91\|12.35\|12.75\|12.26\|183333;2026-07-24\|12.53\|-1.57\|12.49\|12.77\|12.19\|144382
41512	国家队长征系列火箭迎来密集首飞	商业航天+无人机+聚酯树脂+地方国企公司原因： 1、据2025年12月30日公告，公司航空航天类产品含卫星复合材料零部件、地面接收装置等，2025年前三季度收入1.39亿元，占比7.59%；据2025年11月17日互动易，公司利用钣金复材加工能力为军用无人机整机及零配件提供制造与配套服务，型号保密。 2、据2025年8月28日半年报，公司系国内粉末涂料用聚酯树脂单项冠军，芜湖、黄山、珠海三大基地合计产能32万吨，产品已批量供应新能源车、家电等新兴领域。 3、据2025年4月25日年报，公司最终控制人为芜湖市国资委，具备地方国企背景。	公司主要产品有航空航天类相关模具及金属零件、复合材料产品、北斗卫星导航系统应用终端产品；孙公司中星伟业主要经营北斗导航系统应用终端产品，应用于特殊业务领域	2026-03-17\|12.00\|-5.88\|12.75\|12.84\|12.00\|907864;2026-03-18\|12.37\|3.08\|12.00\|12.53\|11.64\|855596;2026-03-19\|11.90\|-3.80\|12.07\|12.19\|11.82\|604241;2026-03-20\|11.23\|-5.63\|12.01\|12.08\|11.23\|655831;2026-03-23\|10.90\|-2.94\|10.86\|11.47\|10.76\|686783;2026-03-24\|11.10\|1.83\|11.12\|11.19\|10.73\|569379;2026-03-25\|11.27\|1.53\|11.12\|11.39\|11.12\|510927;2026-03-26\|12.40\|10.03\|11.51\|12.40\|11.19\|1581372;2026-03-27\|13.64\|10.00\|12.02\|13.64\|12.01\|2681412;2026-03-30\|15.00\|9.97\|13.37\|15.00\|13.21\|2300031;2026-03-31\|16.50\|10.00\|16.15\|16.50\|15.83\|1917880;2026-04-01\|17.00\|3.03\|17.00\|18.00\|16.00\|4097504;2026-04-02\|17.29\|1.71\|17.10\|18.30\|16.40\|3433807;2026-04-03\|15.74\|-8.96\|17.12\|17.26\|15.66\|3066549;2026-04-07\|15.25\|-3.11\|15.85\|16.47\|14.80\|2437190;2026-04-08\|16.78\|10.03\|15.41\|16.78\|15.41\|1523537;2026-04-09\|16.41\|-2.21\|16.78\|17.10\|16.29\|2929361;2026-04-10\|16.49\|0.49\|16.41\|17.64\|16.17\|3015815;2026-04-13\|16.70\|1.27\|16.48\|17.38\|16.18\|2867378;2026-04-14\|16.85\|0.90\|16.55\|17.09\|16.36\|2755677;2026-04-15\|18.54\|10.03\|16.85\|18.54\|16.60\|3087686;2026-04-16\|19.26\|3.88\|18.50\|20.39\|17.55\|4719524;2026-04-17\|18.75\|-2.65\|18.80\|19.70\|18.34\|3464035;2026-04-20\|20.63\|10.03\|18.85\|20.63\|18.75\|3251362;2026-04-21\|22.69\|9.99\|21.47\|22.69\|21.35\|3573336;2026-04-22\|23.65\|4.23\|22.46\|23.95\|21.97\|3478951;2026-04-23\|22.99\|-2.79\|23.65\|23.80\|22.05\|3155846;2026-04-24\|21.46\|-6.66\|22.77\|23.39\|21.20\|3219717;2026-04-27\|21.66\|0.93\|20.39\|21.98\|20.39\|2545697;2026-04-28\|20.02\|-7.57\|20.66\|21.91\|19.90\|3065126;2026-04-29\|20.05\|0.15\|19.86\|20.82\|19.62\|2425719;2026-04-30\|20.55\|2.49\|20.41\|20.82\|19.91\|2257121;2026-05-06\|21.21\|3.21\|20.70\|21.69\|20.70\|2336376;2026-05-07\|21.60\|1.84\|21.21\|21.70\|20.98\|2451728;2026-05-08\|21.90\|1.39\|21.50\|23.55\|21.14\|3367630;2026-05-11\|22.25\|1.60\|21.65\|22.64\|21.04\|2758260;2026-05-12\|20.25\|-8.99\|22.03\|22.03\|20.07\|2342282;2026-05-13\|20.67\|2.07\|20.01\|21.20\|19.80\|1938730;2026-05-14\|18.72\|-9.43\|20.68\|20.68\|18.69\|2078940;2026-05-15\|18.91\|1.01\|18.35\|19.58\|17.88\|1765926;2026-05-18\|18.91\|0.00\|18.40\|19.50\|18.06\|1613290;2026-05-19\|18.29\|-3.28\|18.74\|19.00\|17.70\|1671256;2026-05-20\|17.62\|-3.66\|18.01\|18.10\|17.53\|1096354;2026-05-21\|17.30\|-1.82\|17.80\|18.28\|16.91\|1136020;2026-05-22\|17.36\|0.35\|17.09\|17.70\|16.69\|958201;2026-05-25\|17.85\|2.82\|17.71\|18.20\|17.05\|1415340;2026-05-26\|16.92\|-5.21\|17.53\|17.55\|16.60\|1090711;2026-05-27\|15.83\|-6.44\|16.98\|17.05\|15.65\|1304465;2026-05-28\|16.25\|2.65\|15.86\|16.34\|15.79\|960309;2026-05-29\|15.23\|-6.28\|16.33\|16.36\|15.11\|993360;2026-06-01\|15.12\|-0.72\|15.24\|15.50\|15.07\|629352;2026-06-02\|15.07\|-0.33\|15.12\|15.28\|14.47\|754334;2026-06-03\|15.33\|1.73\|15.08\|15.84\|15.03\|908531;2026-06-04\|15.28\|-0.33\|15.15\|15.48\|15.06\|643161;2026-06-05\|16.81\|10.01\|15.45\|16.81\|15.15\|1485371;2026-06-08\|18.49\|9.99\|17.51\|18.49\|17.51\|2640663;2026-06-09\|17.75\|-4.00\|18.42\|18.95\|17.33\|2865822;2026-06-10\|19.10\|7.61\|17.75\|19.53\|17.27\|3518142;2026-06-11\|17.47\|-8.53\|18.01\|18.59\|17.19\|2963103;2026-06-12\|15.74\|-9.90\|16.82\|17.55\|15.72\|2281683;2026-06-15\|15.93\|1.21\|15.72\|16.21\|15.05\|1758535;2026-06-16\|16.07\|0.88\|16.18\|16.69\|15.46\|2023900;2026-06-17\|15.62\|-2.80\|16.00\|16.55\|15.51\|1794492;2026-06-18\|15.16\|-2.94\|15.34\|15.85\|14.75\|1447859;2026-06-22\|14.75\|-2.70\|15.00\|15.13\|14.26\|1438322;2026-06-23\|14.02\|-4.95\|14.50\|14.74\|13.97\|1017261;2026-06-24\|14.03\|0.07\|14.05\|14.14\|13.31\|930756;2026-06-25\|13.78\|-1.78\|13.89\|14.35\|13.56\|863588;2026-06-26\|13.75\|-0.22\|13.70\|14.19\|13.08\|1493555;2026-06-29\|14.49\|5.38\|14.06\|14.50\|13.43\|1695510;2026-06-30\|15.05\|3.86\|14.38\|15.33\|14.32\|1861272;2026-07-01\|14.93\|-0.80\|14.90\|15.35\|14.63\|1447407;2026-07-02\|14.74\|-1.27\|14.70\|15.53\|14.47\|1425656;2026-07-03\|14.21\|-3.60\|14.60\|15.49\|14.20\|1362888;2026-07-06\|12.79\|-9.99\|14.49\|14.98\|12.79\|1417403;2026-07-07\|11.96\|-6.49\|12.38\|12.88\|11.91\|1310461;2026-07-08\|11.34\|-5.18\|11.97\|12.06\|11.33\|949899;2026-07-09\|11.57\|2.03\|11.39\|11.60\|10.96\|767955;2026-07-10\|12.73\|10.03\|11.69\|12.73\|11.44\|881489;2026-07-13\|11.46\|-9.98\|12.86\|12.86\|11.46\|1180702;2026-07-14\|10.81\|-5.67\|11.00\|11.07\|10.31\|1352332;2026-07-15\|10.62\|-1.76\|10.77\|11.00\|10.44\|970056;2026-07-16\|10.30\|-3.01\|10.51\|10.73\|10.25\|631133;2026-07-17\|9.56\|-7.18\|10.36\|10.36\|9.35\|811916;2026-07-20\|8.95\|-6.38\|9.65\|9.73\|8.72\|823838;2026-07-21\|9.40\|5.03\|8.96\|9.40\|8.07\|997411;2026-07-22\|9.18\|-2.34\|9.22\|9.52\|9.02\|725484;2026-07-23\|9.55\|4.03\|9.18\|9.64\|9.10\|672905;2026-07-24\|9.20\|-3.66\|9.50\|9.64\|9.18\|593971
41511	上半年存储涨价仍将持续	自主CPU+商业航天行业原因：据中证报1月21日报道，业内人士表示，AI服务器采购额不断上升，部分挤占了通用服务器的采购预算。同时，云厂商前期采购的通用服务器，目前已大面积进入更新周期。云厂商计划淘汰老旧架构的CPU，将新一代服务器CPU整合至现有机架体系，在数据中心领域出现了补偿性投资，驱动服务器CPU价格上涨。公司原因： 1、据2026年1月15日、19日投资者关系活动记录表，3C6000系列服务器芯片2025年6月底发布后性价比大幅提升，已获多家整机伙伴采用，在存储、智算、密码等场景形成典型应用，并通过安全可靠测评Ⅱ级认证。 2、据2025年4月29日公告《龙芯中科2024年年度报告》，龙芯处理器搭载“星眸载荷”随天舟八号升空，首次部署天基云系统，标志商业航天应用落地。 3、据2025年8月28日公告的2025年半年度报告，公司掌握指令系统与CPU IP核授权，2025年处于研发转市场销售拐点，政策性市场与开放市场双轮驱动，新一代“三剑客”“三尖兵”芯片已具备开放市场竞争力。	公司首款GPGPU芯片9A1000研发基本完成，三季度内会交付流片	2026-03-17\|145.03\|-6.73\|153.08\|154.00\|144.87\|77482;2026-03-18\|147.65\|1.81\|145.08\|148.77\|145.08\|52696;2026-03-19\|144.40\|-2.20\|145.00\|146.38\|144.00\|40146;2026-03-20\|138.91\|-3.80\|145.30\|145.48\|138.91\|54340;2026-03-23\|132.57\|-4.56\|135.64\|137.74\|131.80\|54783;2026-03-24\|136.02\|2.60\|135.02\|136.83\|133.10\|41411;2026-03-25\|138.85\|2.08\|136.02\|142.47\|135.80\|63381;2026-03-26\|139.73\|0.63\|145.00\|145.20\|138.73\|60700;2026-03-27\|137.55\|-1.56\|134.00\|139.01\|133.90\|50280;2026-03-30\|134.55\|-2.18\|135.20\|135.89\|133.02\|36531;2026-03-31\|130.55\|-2.97\|134.03\|135.33\|130.51\|37072;2026-04-01\|133.38\|2.17\|133.50\|134.45\|132.21\|35459;2026-04-02\|128.36\|-3.76\|132.83\|132.83\|127.61\|39501;2026-04-03\|127.08\|-1.00\|128.88\|129.67\|127.06\|30026;2026-04-07\|127.11\|0.02\|127.28\|129.49\|126.97\|29738;2026-04-08\|133.48\|5.01\|130.84\|133.56\|130.28\|58931;2026-04-09\|132.36\|-0.84\|131.66\|135.11\|131.02\|51704;2026-04-10\|133.20\|0.63\|134.38\|136.58\|132.87\|57932;2026-04-13\|138.00\|3.60\|133.05\|142.10\|133.05\|93439;2026-04-14\|141.90\|2.83\|138.99\|144.02\|138.06\|89706;2026-04-15\|141.70\|-0.14\|142.00\|145.72\|140.23\|80608;2026-04-16\|141.58\|-0.08\|141.96\|143.20\|139.98\|56987;2026-04-17\|144.77\|2.25\|146.50\|149.68\|144.60\|96789;2026-04-20\|143.96\|-0.56\|144.99\|147.67\|143.64\|62162;2026-04-21\|139.77\|-2.91\|143.00\|143.00\|138.60\|59470;2026-04-22\|142.91\|2.25\|139.57\|143.48\|138.90\|53934;2026-04-23\|150.66\|5.42\|147.46\|159.75\|146.39\|170664;2026-04-24\|153.86\|2.12\|162.00\|163.46\|153.86\|183421;2026-04-27\|159.31\|3.54\|160.00\|165.00\|157.08\|161752;2026-04-28\|155.62\|-2.32\|156.00\|162.36\|153.80\|117503;2026-04-29\|155.92\|0.19\|151.00\|156.85\|146.18\|130719;2026-04-30\|166.23\|6.61\|158.88\|167.88\|157.67\|187315;2026-05-06\|180.91\|8.83\|177.50\|194.70\|177.10\|258421;2026-05-07\|183.46\|1.41\|184.17\|188.00\|180.00\|168523;2026-05-08\|173.82\|-5.25\|179.10\|179.80\|172.89\|144161;2026-05-11\|179.10\|3.04\|182.50\|184.68\|178.08\|174266;2026-05-12\|175.10\|-2.23\|178.00\|184.70\|172.30\|171922;2026-05-13\|175.50\|0.23\|169.20\|176.19\|166.89\|142575;2026-05-14\|165.02\|-5.97\|175.18\|176.06\|165.00\|133214;2026-05-15\|159.98\|-3.05\|165.02\|167.50\|158.10\|123307;2026-05-18\|158.57\|-0.88\|158.51\|163.88\|157.38\|86888;2026-05-19\|164.28\|3.60\|157.87\|164.32\|154.00\|104380;2026-05-20\|166.00\|1.05\|161.80\|168.48\|161.57\|129821;2026-05-21\|157.31\|-5.23\|172.41\|174.32\|156.50\|165003;2026-05-22\|160.40\|1.96\|160.98\|161.79\|157.00\|102178;2026-05-25\|164.60\|2.62\|160.00\|166.82\|157.00\|142258;2026-05-26\|159.67\|-3.00\|162.38\|162.66\|156.02\|111724;2026-05-27\|153.62\|-3.79\|162.00\|163.40\|152.01\|122366;2026-05-28\|156.05\|1.58\|154.49\|159.55\|153.70\|114199;2026-05-29\|145.80\|-6.57\|157.50\|160.06\|144.00\|122885;2026-06-01\|144.23\|-1.08\|148.71\|151.60\|144.01\|96113;2026-06-02\|140.09\|-2.87\|145.70\|145.70\|137.66\|98072;2026-06-03\|140.88\|0.56\|139.11\|144.87\|138.52\|98280;2026-06-04\|140.21\|-0.48\|138.78\|142.28\|138.00\|61447;2026-06-05\|136.08\|-2.95\|138.15\|140.88\|135.58\|72873;2026-06-08\|129.88\|-4.56\|130.65\|133.98\|129.02\|76170;2026-06-09\|132.60\|2.09\|132.00\|132.76\|128.60\|71053;2026-06-10\|134.55\|1.47\|131.20\|141.57\|131.20\|110650;2026-06-11\|135.69\|0.85\|133.00\|136.88\|131.30\|85004;2026-06-12\|140.56\|3.59\|139.60\|146.71\|137.01\|155574;2026-06-15\|143.34\|1.98\|141.80\|144.23\|140.40\|92925;2026-06-16\|142.20\|-0.80\|142.05\|143.90\|140.28\|71193;2026-06-17\|143.50\|0.91\|140.15\|143.80\|137.51\|86376;2026-06-18\|146.49\|2.08\|143.00\|148.55\|142.00\|108046;2026-06-22\|144.88\|-1.10\|146.47\|148.68\|141.01\|108721;2026-06-23\|142.09\|-1.93\|143.40\|148.00\|140.80\|88435;2026-06-24\|146.51\|3.11\|141.01\|146.96\|139.00\|105700;2026-06-25\|152.18\|3.87\|145.23\|152.63\|144.70\|144223;2026-06-26\|144.92\|-4.77\|150.00\|150.12\|141.71\|109702;2026-06-29\|146.90\|1.37\|144.93\|148.33\|141.11\|91626;2026-06-30\|154.67\|5.29\|146.60\|154.90\|145.48\|118793;2026-07-01\|152.20\|-1.60\|155.82\|158.63\|150.26\|120495;2026-07-02\|144.49\|-5.07\|148.00\|151.35\|142.85\|96104;2026-07-03\|136.03\|-5.86\|143.63\|145.00\|136.00\|111731;2026-07-06\|140.13\|3.01\|137.20\|143.00\|133.37\|104095;2026-07-07\|140.30\|0.12\|138.50\|145.50\|137.50\|77787;2026-07-08\|140.00\|-0.21\|141.00\|143.79\|136.20\|72191;2026-07-09\|149.91\|7.08\|140.00\|150.36\|136.98\|117958;2026-07-10\|147.10\|-1.87\|149.00\|153.89\|147.03\|115165;2026-07-13\|138.50\|-5.85\|146.03\|149.40\|138.23\|92349;2026-07-14\|133.84\|-3.36\|140.50\|141.00\|127.00\|108204;2026-07-15\|129.00\|-3.62\|133.83\|135.68\|128.04\|66354;2026-07-16\|126.48\|-1.95\|127.36\|132.05\|125.52\|71174;2026-07-17\|114.30\|-9.63\|125.60\|126.20\|113.90\|93363;2026-07-20\|114.11\|-0.17\|115.51\|116.80\|106.61\|80875;2026-07-21\|117.47\|2.94\|114.00\|118.48\|108.00\|87905;2026-07-22\|114.03\|-2.93\|115.00\|117.98\|113.00\|65489;2026-07-23\|110.77\|-2.86\|114.32\|114.61\|110.60\|49338;2026-07-24\|106.92\|-3.48\|109.02\|110.51\|106.92\|47143
41510	上半年存储涨价仍将持续	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105
41509	上半年存储涨价仍将持续	涨停揭秘：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-03-17\|108.92\|-1.25\|110.85\|111.40\|108.90\|100040;2026-03-18\|108.28\|-0.59\|109.50\|109.66\|106.58\|125432;2026-03-19\|105.84\|-2.25\|106.69\|106.99\|105.28\|123789;2026-03-20\|103.55\|-2.16\|106.31\|106.62\|103.55\|116870;2026-03-23\|98.62\|-4.76\|100.52\|101.69\|98.25\|167319;2026-03-24\|99.98\|1.38\|99.95\|100.50\|97.76\|105460;2026-03-25\|102.35\|2.37\|100.49\|102.78\|100.49\|111842;2026-03-26\|100.00\|-2.30\|101.78\|102.17\|99.82\|75120;2026-03-27\|101.02\|1.02\|98.57\|101.58\|98.57\|77570;2026-03-30\|100.32\|-0.69\|99.43\|100.78\|98.70\|74465;2026-03-31\|94.96\|-5.34\|98.80\|99.66\|94.56\|212561;2026-04-01\|96.05\|1.15\|96.84\|97.00\|95.00\|149991;2026-04-02\|91.35\|-4.89\|95.49\|95.49\|91.12\|245231;2026-04-03\|90.15\|-1.31\|92.13\|92.18\|89.61\|140735;2026-04-07\|90.82\|0.74\|90.23\|91.68\|90.21\|101231;2026-04-08\|95.45\|5.10\|92.35\|95.48\|92.35\|197355;2026-04-09\|94.24\|-1.27\|94.00\|94.59\|93.22\|139402;2026-04-10\|95.35\|1.18\|95.00\|96.75\|94.90\|144852;2026-04-13\|94.83\|-0.55\|94.29\|95.79\|94.03\|117177;2026-04-14\|94.66\|-0.18\|95.59\|96.30\|93.75\|168827;2026-04-15\|92.31\|-2.48\|94.66\|95.50\|92.29\|226322;2026-04-16\|93.71\|1.52\|92.75\|94.17\|92.49\|166450;2026-04-17\|93.04\|-0.71\|93.63\|93.90\|92.18\|166283;2026-04-20\|93.78\|0.80\|93.04\|94.49\|92.98\|179735;2026-04-21\|92.85\|-0.99\|93.33\|93.61\|91.62\|171301;2026-04-22\|94.20\|1.45\|92.48\|94.20\|92.20\|197925;2026-04-23\|92.44\|-1.87\|94.46\|94.50\|92.22\|167862;2026-04-24\|95.12\|2.90\|92.25\|96.72\|92.17\|349775;2026-04-27\|104.63\|10.00\|96.19\|104.63\|96.10\|523710;2026-04-28\|103.89\|-0.71\|106.95\|106.95\|103.40\|511660;2026-04-29\|101.59\|-2.21\|102.85\|103.35\|99.74\|366345;2026-04-30\|98.30\|-3.24\|97.77\|99.38\|97.00\|460047;2026-05-06\|100.90\|2.65\|99.69\|103.80\|99.50\|458140;2026-05-07\|100.26\|-0.63\|101.90\|102.00\|99.11\|283883;2026-05-08\|99.18\|-1.08\|99.31\|99.60\|98.31\|223177;2026-05-11\|101.38\|2.22\|100.08\|102.08\|99.86\|328006;2026-05-12\|103.31\|1.90\|102.00\|104.40\|100.51\|383570;2026-05-13\|103.51\|0.19\|101.68\|103.90\|99.60\|360494;2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600;2026-07-13\|102.49\|-0.70\|103.21\|107.53\|101.00\|347832;2026-07-14\|106.15\|3.57\|101.00\|106.52\|98.35\|399286;2026-07-15\|111.12\|4.68\|109.58\|112.30\|105.58\|655992;2026-07-16\|109.85\|-1.14\|108.08\|113.77\|108.00\|455227;2026-07-17\|104.12\|-5.22\|109.03\|112.48\|103.33\|480888;2026-07-20\|101.16\|-2.84\|106.00\|106.99\|97.99\|431610;2026-07-21\|102.42\|1.25\|104.00\|104.00\|98.24\|341276;2026-07-22\|101.98\|-0.43\|101.66\|106.64\|100.60\|304762;2026-07-23\|96.66\|-5.22\|103.50\|103.50\|96.08\|292032;2026-07-24\|96.90\|0.25\|95.30\|99.65\|95.08\|208590
41508	上半年存储涨价仍将持续	收购瑞能半导体+功率半导体+复牌行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电预计2026年销售额（以美元计）增长近30%。 2、TrendForce预计2026Q1 DRAM合约价再涨50-55%，NAND涨33-38%，供需缺口持续扩大。公司原因： 1、据2026年1月15日公告，公司披露发行股份及支付现金购买瑞能半导体100%股权并配套募资预案，2026年1月15日复牌。 2、据2026年1月15日公告，瑞能半导主营晶闸管、碳化硅MOSFET、IGBT等功率器件，客户覆盖消费电子、新能源及汽车领域，交易完成后将完善公司功率半导体产业链。 3、据2025年半年度报告，公司主营特种集成电路与智能安全芯片，FPGA、特种存储器等产品国内领先，汽车安全芯片已导入多家头部Tier1及主机厂。	公司拟购买瑞能半导100%股权，标的主要从事功率半导体的研发、生产和销售，产品主要包括晶闸管、功率二极管、碳化硅二极管、碳化硅MOSFET、IGBT及功率模块等	2026-03-17\|72.71\|-2.49\|74.63\|74.70\|72.60\|124380;2026-03-18\|74.60\|2.60\|73.20\|74.78\|72.60\|149703;2026-03-19\|72.50\|-2.81\|73.23\|73.37\|72.06\|138459;2026-03-20\|70.36\|-2.95\|72.51\|73.00\|70.30\|145023;2026-03-23\|66.48\|-5.51\|69.00\|69.00\|66.41\|188273;2026-03-24\|67.40\|1.38\|67.50\|67.60\|66.00\|115171;2026-03-25\|68.98\|2.34\|67.90\|69.35\|67.82\|123574;2026-03-26\|67.72\|-1.83\|68.60\|68.76\|67.49\|91697;2026-03-27\|67.89\|0.25\|66.73\|68.54\|66.63\|86768;2026-03-30\|67.63\|-0.38\|66.80\|67.65\|66.00\|114585;2026-03-31\|66.04\|-2.35\|67.40\|68.18\|65.90\|126498;2026-04-01\|67.40\|2.06\|67.30\|67.67\|66.93\|103509;2026-04-02\|65.90\|-2.23\|67.40\|67.40\|65.42\|113576;2026-04-03\|64.92\|-1.49\|66.22\|66.38\|64.80\|88732;2026-04-07\|65.58\|1.02\|65.00\|66.17\|65.00\|83407;2026-04-08\|69.01\|5.23\|67.21\|69.02\|67.18\|168496;2026-04-09\|68.48\|-0.77\|68.29\|68.79\|67.66\|132502;2026-04-10\|69.38\|1.31\|69.33\|70.36\|69.22\|135985;2026-04-13\|70.27\|1.28\|68.69\|70.68\|68.55\|151275;2026-04-14\|71.04\|1.10\|70.55\|71.50\|70.32\|161677;2026-04-15\|70.18\|-1.21\|71.40\|71.57\|70.08\|148107;2026-04-16\|70.99\|1.15\|70.47\|71.35\|70.10\|124784;2026-04-17\|72.89\|2.68\|70.90\|73.71\|70.61\|212770;2026-04-20\|73.12\|0.32\|72.89\|73.31\|72.65\|169224;2026-04-21\|70.27\|-3.90\|72.00\|72.00\|69.86\|249955;2026-04-22\|72.43\|3.07\|69.89\|72.64\|69.81\|245733;2026-04-23\|71.36\|-1.48\|73.00\|73.40\|71.08\|195257;2026-04-24\|71.10\|-0.36\|71.00\|72.35\|70.86\|154495;2026-04-27\|73.36\|3.18\|71.79\|73.59\|71.31\|261370;2026-04-28\|74.43\|1.46\|76.45\|76.60\|74.27\|378803;2026-04-29\|75.88\|1.95\|73.75\|76.18\|73.22\|309844;2026-04-30\|77.32\|1.90\|75.51\|77.68\|75.24\|342718;2026-05-06\|79.05\|2.24\|78.91\|81.76\|78.90\|515695;2026-05-07\|79.01\|-0.05\|79.20\|79.36\|78.08\|316515;2026-05-08\|77.36\|-2.09\|78.05\|78.05\|76.09\|366979;2026-05-11\|81.94\|5.92\|78.75\|82.76\|78.75\|594766;2026-05-12\|79.59\|-2.87\|81.13\|81.13\|79.07\|370192;2026-05-13\|82.00\|3.03\|78.16\|82.05\|77.53\|420343;2026-05-14\|78.80\|-3.90\|82.60\|82.76\|78.70\|335723;2026-05-15\|77.27\|-1.94\|79.01\|80.48\|76.68\|382419;2026-05-18\|78.33\|1.37\|77.00\|79.77\|76.89\|271868;2026-05-19\|80.97\|3.37\|77.55\|81.00\|76.21\|393393;2026-05-20\|81.30\|0.41\|79.95\|81.99\|79.68\|376570;2026-05-21\|77.89\|-4.19\|82.50\|82.96\|77.41\|501676;2026-05-22\|79.73\|2.36\|78.40\|79.98\|77.55\|318828;2026-05-25\|85.02\|6.63\|82.14\|85.07\|81.66\|680199;2026-05-26\|82.95\|-2.43\|84.46\|84.46\|80.89\|528026;2026-05-27\|85.06\|2.54\|83.50\|89.53\|83.45\|827760;2026-05-28\|86.30\|1.46\|84.51\|86.73\|83.38\|612676;2026-05-29\|79.30\|-8.11\|86.39\|86.53\|78.51\|662666;2026-06-01\|76.51\|-3.52\|79.00\|81.05\|76.50\|449714;2026-06-02\|76.19\|-0.42\|76.55\|77.66\|75.00\|314632;2026-06-03\|77.09\|1.18\|76.22\|78.92\|76.02\|382492;2026-06-04\|77.27\|0.23\|75.66\|78.16\|75.36\|266577;2026-06-05\|75.14\|-2.76\|76.07\|77.75\|73.03\|379816;2026-06-08\|69.98\|-6.87\|72.30\|73.39\|69.61\|339540;2026-06-09\|73.68\|5.29\|71.73\|73.78\|70.91\|285405;2026-06-10\|73.00\|-0.92\|72.75\|75.33\|71.93\|240244;2026-06-11\|71.42\|-2.16\|72.08\|73.20\|70.60\|224630;2026-06-12\|71.51\|0.13\|73.24\|74.00\|70.86\|259205;2026-06-15\|74.76\|4.54\|72.08\|74.76\|71.22\|285678;2026-06-16\|76.71\|2.61\|74.88\|78.08\|74.46\|322133;2026-06-17\|80.00\|4.29\|76.71\|80.82\|76.05\|396388;2026-06-18\|80.39\|0.49\|79.90\|81.88\|79.56\|393282;2026-06-22\|81.96\|1.95\|80.89\|82.48\|79.98\|434743;2026-06-23\|81.91\|-0.06\|81.70\|84.23\|79.86\|421189;2026-06-24\|83.64\|2.11\|81.02\|83.85\|80.17\|367493;2026-06-25\|87.50\|4.62\|84.00\|88.89\|82.87\|662873;2026-06-26\|83.98\|-4.02\|86.01\|87.64\|82.81\|479724;2026-06-29\|85.35\|1.63\|84.00\|87.17\|81.11\|467922;2026-06-30\|88.75\|4.36\|85.10\|90.20\|83.40\|574061;2026-07-01\|86.41\|-2.64\|89.00\|91.79\|85.60\|610553;2026-07-02\|83.55\|-3.31\|84.10\|88.21\|81.30\|517024;2026-07-03\|81.76\|-2.14\|83.55\|84.40\|81.12\|381452;2026-07-06\|83.20\|1.76\|83.00\|84.55\|77.89\|516937;2026-07-07\|82.00\|-1.44\|82.90\|84.79\|81.03\|351957;2026-07-08\|83.51\|1.84\|82.77\|86.19\|79.84\|551234;2026-07-09\|87.09\|4.29\|84.00\|87.10\|82.40\|672332;2026-07-10\|85.83\|-1.45\|85.63\|90.20\|85.58\|892310;2026-07-13\|81.74\|-4.77\|85.00\|86.62\|80.25\|647933;2026-07-14\|78.22\|-4.31\|81.11\|81.89\|74.00\|692479;2026-07-15\|72.24\|-7.65\|78.35\|79.22\|72.05\|567468;2026-07-16\|70.16\|-2.88\|72.07\|74.33\|69.55\|495821;2026-07-17\|64.10\|-8.64\|70.06\|70.16\|64.01\|522156;2026-07-20\|61.77\|-3.63\|64.99\|65.49\|60.56\|428584;2026-07-21\|65.28\|5.68\|62.01\|65.45\|59.81\|430659;2026-07-22\|66.24\|1.47\|64.00\|67.48\|63.80\|443006;2026-07-23\|65.20\|-1.57\|65.65\|65.95\|64.26\|241577;2026-07-24\|64.50\|-1.07\|64.16\|65.91\|64.02\|223699
41507	上半年存储涨价仍将持续	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608
41506	上半年存储涨价仍将持续	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-03-17\|106.02\|-2.38\|108.54\|108.58\|105.99\|295718;2026-03-18\|106.60\|0.55\|105.78\|106.88\|105.25\|263346;2026-03-19\|105.96\|-0.60\|105.01\|107.69\|104.51\|378656;2026-03-20\|102.18\|-3.57\|105.20\|105.72\|102.18\|381295;2026-03-23\|98.04\|-4.05\|100.01\|101.99\|97.40\|506671;2026-03-24\|99.25\|1.23\|98.90\|99.37\|97.25\|336803;2026-03-25\|99.99\|0.75\|99.67\|100.94\|99.28\|321306;2026-03-26\|96.88\|-3.11\|99.55\|99.70\|96.55\|313199;2026-03-27\|97.50\|0.64\|96.00\|98.39\|95.87\|280875;2026-03-30\|95.83\|-1.71\|95.80\|96.19\|94.00\|328870;2026-03-31\|94.05\|-1.86\|95.80\|97.40\|94.00\|293839;2026-04-01\|96.33\|2.42\|96.40\|96.70\|94.81\|325648;2026-04-02\|93.20\|-3.25\|95.50\|95.79\|92.51\|293828;2026-04-03\|91.78\|-1.52\|93.41\|93.94\|91.76\|216462;2026-04-07\|95.62\|4.18\|91.50\|96.99\|91.20\|458242;2026-04-08\|101.18\|5.81\|99.02\|101.54\|99.02\|544697;2026-04-09\|99.72\|-1.44\|99.40\|101.20\|99.20\|310717;2026-04-10\|101.01\|1.29\|101.00\|102.79\|100.68\|406305;2026-04-13\|100.64\|-0.37\|99.85\|102.80\|99.72\|351885;2026-04-14\|101.52\|0.87\|102.10\|102.28\|100.38\|370911;2026-04-15\|103.91\|2.35\|102.05\|106.10\|101.80\|704839;2026-04-16\|104.18\|0.26\|103.50\|105.00\|103.00\|393721;2026-04-17\|105.23\|1.01\|103.82\|107.30\|103.27\|503755;2026-04-20\|107.96\|2.59\|105.93\|108.60\|105.01\|547703;2026-04-21\|107.46\|-0.46\|107.33\|108.15\|105.68\|372584;2026-04-22\|107.87\|0.38\|106.80\|108.08\|106.50\|375217;2026-04-23\|105.98\|-1.75\|108.88\|109.12\|105.20\|441491;2026-04-24\|110.96\|4.70\|105.58\|113.25\|104.61\|910704;2026-04-27\|116.58\|5.06\|113.25\|117.69\|112.60\|970296;2026-04-28\|114.00\|-2.21\|115.24\|117.64\|113.02\|625007;2026-04-29\|112.47\|-1.34\|113.35\|113.82\|109.78\|514883;2026-04-30\|118.73\|5.57\|113.31\|119.88\|113.30\|1018383;2026-05-06\|123.10\|3.68\|122.00\|128.12\|121.74\|1292941;2026-05-07\|125.34\|1.82\|125.11\|127.48\|122.22\|842774;2026-05-08\|120.31\|-4.01\|122.90\|123.19\|120.05\|708618;2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.64\|-4.57\|160.00\|162.78\|150.25\|834883;2026-07-16\|151.80\|-1.20\|146.00\|160.47\|145.99\|842586;2026-07-17\|139.88\|-7.85\|150.01\|155.51\|139.02\|1029520;2026-07-20\|144.00\|2.95\|145.00\|147.47\|138.11\|939425;2026-07-21\|160.00\|11.11\|148.00\|161.40\|140.58\|1139808;2026-07-22\|155.59\|-2.76\|156.00\|160.40\|153.38\|799705;2026-07-23\|145.09\|-6.75\|157.00\|157.49\|143.56\|748152;2026-07-24\|143.73\|-0.94\|145.31\|148.60\|142.56\|477433
41505	上半年存储涨价仍将持续	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂	2026-03-17\|18.88\|-2.78\|19.50\|19.58\|18.88\|207488;2026-03-18\|18.86\|-0.11\|18.98\|19.10\|18.57\|219158;2026-03-19\|18.65\|-1.11\|18.59\|18.88\|18.55\|192919;2026-03-20\|18.22\|-2.31\|18.74\|18.83\|18.15\|266404;2026-03-23\|17.37\|-4.67\|17.95\|18.02\|17.26\|326140;2026-03-24\|17.61\|1.38\|17.72\|17.78\|17.27\|230109;2026-03-25\|17.76\|0.85\|17.80\|17.95\|17.68\|241579;2026-03-26\|17.48\|-1.58\|17.70\|17.84\|17.41\|162130;2026-03-27\|17.59\|0.63\|17.45\|17.77\|17.31\|151253;2026-03-30\|17.27\|-1.82\|17.50\|17.50\|17.08\|205047;2026-03-31\|16.90\|-2.14\|17.21\|17.50\|16.90\|208977;2026-04-01\|17.25\|2.07\|17.24\|17.34\|17.00\|193662;2026-04-02\|16.90\|-2.03\|17.26\|17.26\|16.82\|198802;2026-04-03\|16.61\|-1.72\|16.90\|17.09\|16.61\|138665;2026-04-07\|16.86\|1.51\|16.76\|17.07\|16.68\|167237;2026-04-08\|17.88\|6.05\|17.28\|17.89\|17.28\|316437;2026-04-09\|17.51\|-2.07\|17.60\|17.88\|17.47\|238238;2026-04-10\|17.72\|1.20\|17.79\|17.97\|17.70\|229928;2026-04-13\|17.66\|-0.34\|17.60\|17.86\|17.52\|210217;2026-04-14\|17.80\|0.79\|17.85\|17.95\|17.63\|262531;2026-04-15\|17.76\|-0.22\|17.88\|18.35\|17.72\|380765;2026-04-16\|17.85\|0.51\|17.87\|17.95\|17.72\|236331;2026-04-17\|18.13\|1.57\|17.78\|18.39\|17.66\|348572;2026-04-20\|20.80\|14.73\|18.50\|21.27\|18.50\|1149935;2026-04-21\|19.77\|-4.95\|20.50\|20.57\|19.66\|643046;2026-04-22\|19.93\|0.81\|19.77\|20.08\|19.66\|536935;2026-04-23\|20.70\|3.86\|20.28\|21.46\|19.94\|880262;2026-04-24\|20.80\|0.48\|20.45\|21.29\|20.41\|663543;2026-04-27\|21.10\|1.44\|21.30\|21.89\|20.82\|760064;2026-04-28\|20.58\|-2.46\|21.00\|21.12\|20.46\|525831;2026-04-29\|20.10\|-2.33\|20.42\|20.52\|19.85\|550449;2026-04-30\|20.61\|2.54\|19.51\|20.80\|19.51\|739169;2026-05-06\|22.33\|8.35\|21.41\|23.25\|21.08\|1359390;2026-05-07\|22.54\|0.94\|21.95\|22.86\|21.69\|851251;2026-05-08\|22.99\|2.00\|22.30\|23.55\|21.90\|1122263;2026-05-11\|24.19\|5.22\|23.97\|25.10\|23.02\|1604254;2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|2122387;2026-07-13\|35.86\|-1.48\|35.70\|37.85\|35.27\|1602624;2026-07-14\|34.58\|-3.57\|35.54\|36.09\|32.01\|1656793;2026-07-15\|31.04\|-10.24\|35.50\|35.90\|30.88\|1584162;2026-07-16\|28.90\|-6.89\|29.80\|31.65\|28.70\|1326646;2026-07-17\|26.66\|-7.75\|28.88\|29.40\|26.35\|1500923;2026-07-20\|25.30\|-5.10\|27.62\|27.94\|24.25\|1532007;2026-07-21\|27.68\|9.41\|25.80\|27.89\|23.33\|1783128;2026-07-22\|26.60\|-3.90\|27.58\|27.97\|26.30\|1363730;2026-07-23\|25.86\|-2.78\|26.71\|27.02\|25.34\|931122;2026-07-24\|25.82\|-0.15\|25.30\|26.40\|25.29\|853501
41504	上半年存储涨价仍将持续	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-03-17\|74.00\|-4.29\|77.11\|77.33\|73.68\|227711;2026-03-18\|73.38\|-0.84\|75.01\|75.01\|72.50\|157226;2026-03-19\|70.91\|-3.37\|71.92\|72.16\|69.92\|157776;2026-03-20\|71.30\|0.55\|71.53\|75.38\|71.17\|234002;2026-03-23\|70.39\|-1.28\|70.07\|73.46\|68.91\|248687;2026-03-24\|68.80\|-2.26\|71.43\|71.58\|66.80\|215193;2026-03-25\|73.00\|6.10\|69.83\|77.02\|69.10\|365924;2026-03-26\|72.11\|-1.22\|73.44\|74.74\|71.34\|191796;2026-03-27\|71.27\|-1.16\|70.88\|72.62\|69.30\|171008;2026-03-30\|71.10\|-0.24\|69.00\|73.68\|68.14\|246647;2026-03-31\|67.63\|-4.88\|70.86\|71.20\|67.50\|186189;2026-04-01\|70.51\|4.26\|69.67\|72.63\|69.60\|260691;2026-04-02\|67.45\|-4.34\|70.50\|71.00\|66.87\|184652;2026-04-03\|68.16\|1.05\|68.20\|69.12\|67.30\|149809;2026-04-07\|71.95\|5.56\|68.90\|73.00\|68.90\|292873;2026-04-08\|76.67\|6.56\|74.05\|76.96\|72.81\|351751;2026-04-09\|79.74\|4.00\|75.50\|80.05\|75.00\|337084;2026-04-10\|76.08\|-4.59\|79.65\|79.65\|75.10\|413614;2026-04-13\|74.60\|-1.95\|75.66\|76.25\|74.01\|227340;2026-04-14\|75.22\|0.83\|75.17\|76.69\|74.48\|247853;2026-04-15\|75.88\|0.88\|76.00\|78.74\|75.45\|309385;2026-04-16\|77.71\|2.41\|76.10\|78.10\|75.20\|219822;2026-04-17\|77.53\|-0.23\|77.35\|79.66\|76.90\|207797;2026-04-20\|77.56\|0.04\|78.12\|79.29\|77.00\|191435;2026-04-21\|78.50\|1.21\|77.55\|79.48\|75.85\|270265;2026-04-22\|81.88\|4.31\|78.50\|83.18\|78.03\|370833;2026-04-23\|86.99\|6.24\|85.96\|91.72\|85.10\|619942;2026-04-24\|89.35\|2.71\|91.50\|94.39\|89.24\|545777;2026-04-27\|90.12\|0.86\|90.00\|91.48\|85.00\|479747;2026-04-28\|88.35\|-1.96\|89.00\|91.50\|87.50\|248511;2026-04-29\|88.00\|-0.40\|86.00\|88.80\|84.26\|313500;2026-04-30\|91.94\|4.48\|87.90\|92.69\|87.02\|371913;2026-05-06\|88.45\|-3.80\|93.88\|94.20\|88.02\|452449;2026-05-07\|89.95\|1.70\|90.98\|90.99\|88.45\|295680;2026-05-08\|88.40\|-1.50\|88.56\|89.08\|87.10\|215346;2026-05-11\|98.40\|11.31\|89.98\|99.99\|89.98\|550699;2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|116.26\|-6.43\|122.79\|123.97\|114.40\|213742;2026-07-14\|117.31\|0.90\|117.20\|119.91\|112.76\|154050;2026-07-15\|112.73\|-3.90\|118.00\|119.98\|111.68\|118396;2026-07-16\|107.32\|-4.80\|111.22\|113.50\|105.49\|178701;2026-07-17\|101.00\|-5.89\|107.32\|107.85\|98.83\|202948;2026-07-20\|98.01\|-2.96\|102.97\|105.12\|95.10\|185231;2026-07-21\|110.05\|12.28\|99.31\|110.79\|95.01\|264966;2026-07-22\|106.11\|-3.58\|109.86\|112.50\|105.41\|161423;2026-07-23\|103.86\|-2.12\|106.11\|108.47\|102.00\|130280;2026-07-24\|100.41\|-3.32\|101.40\|103.65\|98.96\|111729
41503	上半年存储涨价仍将持续	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100
41502	上半年存储涨价仍将持续	涨停揭秘：4月10日涨停，受益于AI终端放量预期及存储涨价产业链传导；涨停缘由：RV系列视觉芯片适配AI眼镜等新兴终端，低功耗+自研ISP构成技术壁垒；美股闪迪涨超9%创历史新高，存储涨价延续强化半导体设备与芯片上游景气度；资金逻辑：主力资金连续两日净流入，叠加国产替代与AI硬件主题共振，机构加仓意愿增强，板块内芯片股联动走强；风险提示：AI眼镜量产进度不及预期风险，下游客户导入周期较长，短期业绩兑现存在不确定性	公司的RV系列视觉类芯片依托低功耗方案及自研ISP的优势，可应用在AI眼镜等产品上	2026-03-17\|165.46\|-2.09\|169.88\|170.10\|165.18\|31289;2026-03-18\|166.75\|0.78\|165.46\|167.49\|165.02\|28629;2026-03-19\|160.90\|-3.51\|163.05\|164.60\|160.00\|52027;2026-03-20\|156.08\|-3.00\|160.90\|161.87\|156.08\|43383;2026-03-23\|145.92\|-6.51\|153.95\|153.95\|145.60\|68571;2026-03-24\|149.99\|2.79\|148.34\|149.99\|145.45\|51017;2026-03-25\|153.89\|2.60\|151.00\|154.49\|149.99\|53111;2026-03-26\|149.65\|-2.76\|153.69\|153.69\|149.10\|31739;2026-03-27\|151.83\|1.46\|148.54\|153.37\|146.60\|45517;2026-03-30\|149.45\|-1.57\|149.00\|150.48\|147.88\|29484;2026-03-31\|152.23\|1.86\|149.28\|156.66\|148.80\|77668;2026-04-01\|153.00\|0.51\|156.18\|156.21\|151.73\|47520;2026-04-02\|149.31\|-2.41\|152.01\|152.96\|148.80\|33169;2026-04-03\|149.14\|-0.11\|149.80\|151.00\|148.41\|27528;2026-04-07\|147.95\|-0.80\|149.05\|151.70\|147.70\|32971;2026-04-08\|159.83\|8.03\|151.61\|159.83\|151.20\|92076;2026-04-09\|160.37\|0.34\|157.00\|161.27\|155.95\|67585;2026-04-10\|170.02\|6.02\|170.00\|176.18\|169.20\|129463;2026-04-13\|168.83\|-0.70\|170.01\|171.75\|168.20\|73907;2026-04-14\|169.77\|0.56\|170.70\|171.25\|167.68\|65074;2026-04-15\|170.48\|0.42\|170.64\|174.40\|169.01\|86598;2026-04-16\|170.98\|0.29\|171.00\|171.90\|168.40\|70191;2026-04-17\|170.93\|-0.03\|170.39\|171.99\|169.39\|55091;2026-04-20\|177.37\|3.77\|170.95\|177.70\|170.37\|103458;2026-04-21\|174.33\|-1.71\|175.12\|175.93\|172.00\|66825;2026-04-22\|178.32\|2.29\|175.00\|179.55\|174.60\|90430;2026-04-23\|176.78\|-0.86\|178.01\|180.98\|175.05\|83832;2026-04-24\|178.65\|1.06\|176.00\|180.66\|173.10\|85379;2026-04-27\|185.49\|3.83\|180.52\|187.99\|178.09\|133962;2026-04-28\|182.09\|-1.83\|183.35\|186.68\|181.10\|85217;2026-04-29\|182.37\|0.15\|180.51\|182.44\|176.68\|87559;2026-04-30\|182.90\|0.29\|180.17\|185.00\|179.52\|84200;2026-05-06\|181.45\|-0.79\|185.31\|188.88\|181.05\|140285;2026-05-07\|181.06\|-0.21\|181.40\|181.45\|176.80\|111475;2026-05-08\|178.30\|-1.52\|178.90\|179.45\|176.69\|83666;2026-05-11\|182.72\|2.48\|180.33\|185.96\|179.52\|114416;2026-05-12\|179.43\|-1.80\|183.00\|184.00\|178.11\|70309;2026-05-13\|180.56\|0.63\|170.00\|181.45\|170.00\|151346;2026-05-14\|175.00\|-3.08\|180.61\|182.38\|175.00\|83756;2026-05-15\|172.96\|-1.17\|175.67\|179.20\|170.50\|94112;2026-05-18\|181.20\|4.76\|171.09\|186.66\|170.30\|156676;2026-05-19\|193.00\|6.51\|181.20\|193.84\|179.76\|239819;2026-05-20\|194.00\|0.52\|191.16\|196.31\|188.51\|159220;2026-05-21\|187.10\|-3.56\|194.99\|203.00\|186.01\|222973;2026-05-22\|195.24\|4.35\|190.00\|198.70\|187.91\|157589;2026-05-25\|193.46\|-0.91\|199.99\|200.96\|189.48\|155688;2026-05-26\|195.84\|1.23\|191.20\|196.72\|187.00\|154245;2026-05-27\|201.91\|3.10\|197.00\|213.89\|193.05\|270945;2026-05-28\|193.15\|-4.34\|201.91\|202.67\|188.98\|198167;2026-05-29\|175.67\|-9.05\|193.00\|195.50\|174.15\|210903;2026-06-01\|180.66\|2.84\|178.00\|190.50\|177.90\|181352;2026-06-02\|175.50\|-2.86\|180.67\|181.70\|174.48\|118617;2026-06-03\|176.15\|0.37\|175.00\|181.50\|174.00\|115281;2026-06-04\|173.31\|-1.61\|171.00\|179.19\|170.12\|101032;2026-06-05\|173.23\|-0.05\|171.01\|178.90\|167.00\|121775;2026-06-08\|163.70\|-5.50\|165.00\|168.00\|161.00\|124289;2026-06-09\|170.27\|4.01\|166.81\|170.65\|164.91\|87112;2026-06-10\|163.59\|-3.92\|167.00\|169.60\|162.31\|71355;2026-06-11\|160.08\|-2.15\|162.41\|164.40\|158.18\|80812;2026-06-12\|160.51\|0.27\|163.59\|166.16\|160.00\|83240;2026-06-15\|170.76\|6.39\|162.68\|171.97\|160.08\|121115;2026-06-16\|172.05\|0.76\|171.00\|176.80\|170.00\|86270;2026-06-17\|175.95\|2.27\|170.25\|177.30\|169.89\|89862;2026-06-18\|180.66\|2.68\|175.53\|184.97\|175.00\|128294;2026-06-22\|179.91\|-0.42\|182.00\|182.85\|173.96\|123330;2026-06-23\|180.15\|0.13\|178.80\|184.54\|174.25\|116945;2026-06-24\|185.39\|2.91\|178.15\|186.86\|176.66\|138565;2026-06-25\|188.49\|1.67\|186.80\|189.98\|182.36\|155235;2026-06-26\|182.00\|-3.44\|185.00\|187.43\|177.51\|131838;2026-06-29\|180.80\|-0.66\|180.99\|184.46\|175.60\|116215;2026-06-30\|188.36\|4.18\|180.82\|189.95\|179.57\|146592;2026-07-01\|183.30\|-2.69\|188.37\|193.99\|181.50\|144278;2026-07-02\|177.35\|-3.25\|177.51\|187.76\|173.02\|138385;2026-07-03\|180.03\|1.51\|176.00\|186.50\|175.33\|118266;2026-07-06\|176.12\|-2.17\|181.90\|183.50\|171.30\|140341;2026-07-07\|190.71\|8.28\|178.00\|193.73\|178.00\|260089;2026-07-08\|202.00\|5.92\|200.00\|209.78\|197.11\|434948;2026-07-09\|207.36\|2.65\|202.32\|207.99\|193.20\|290194;2026-07-10\|208.80\|0.69\|210.00\|227.00\|207.00\|298235;2026-07-13\|219.00\|4.89\|208.79\|227.00\|208.78\|243995;2026-07-14\|216.91\|-0.95\|219.54\|226.00\|204.50\|228937;2026-07-15\|210.50\|-2.96\|215.00\|218.99\|205.51\|161542;2026-07-16\|222.24\|5.58\|215.00\|231.55\|215.00\|321195;2026-07-17\|202.00\|-9.11\|227.00\|230.98\|200.40\|362040;2026-07-20\|208.00\|2.97\|205.23\|216.00\|193.36\|317576;2026-07-21\|208.05\|0.02\|206.91\|212.88\|190.00\|343339;2026-07-22\|228.86\|10.00\|203.70\|228.86\|203.70\|373172;2026-07-23\|214.00\|-6.49\|233.22\|233.88\|206.00\|399377;2026-07-24\|221.80\|3.64\|207.52\|231.00\|207.52\|329048
41501	上半年存储涨价仍将持续	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中，MOCVD设备技术实力和市占率位居世界前列	2026-03-17\|313.01\|-2.42\|318.80\|324.89\|312.80\|78428;2026-03-18\|320.93\|2.53\|315.00\|322.38\|314.00\|89185;2026-03-19\|314.10\|-2.13\|316.00\|318.88\|312.50\|58670;2026-03-20\|309.30\|-1.53\|315.67\|319.90\|308.84\|86019;2026-03-23\|297.50\|-3.82\|303.00\|308.93\|295.05\|101174;2026-03-24\|300.45\|0.99\|302.00\|304.50\|293.67\|84297;2026-03-25\|311.58\|3.70\|305.00\|314.87\|303.10\|86427;2026-03-26\|306.00\|-1.79\|308.52\|311.58\|305.01\|59026;2026-03-27\|305.61\|-0.13\|301.39\|310.80\|299.52\|65321;2026-03-30\|316.74\|3.64\|303.03\|322.22\|301.01\|103700;2026-03-31\|306.38\|-3.27\|318.00\|322.98\|306.09\|80954;2026-04-01\|313.54\|2.34\|314.33\|318.88\|310.63\|74212;2026-04-02\|299.19\|-4.58\|312.00\|312.00\|296.03\|86839;2026-04-03\|293.50\|-1.90\|303.48\|303.48\|292.33\|58920;2026-04-07\|293.60\|0.03\|294.00\|300.29\|292.34\|59465;2026-04-08\|317.69\|8.21\|305.00\|322.25\|304.50\|158121;2026-04-09\|321.30\|1.14\|314.03\|329.39\|311.03\|131581;2026-04-10\|324.00\|0.84\|326.30\|331.63\|322.92\|92571;2026-04-13\|316.58\|-2.29\|322.00\|323.49\|315.69\|93634;2026-04-14\|324.50\|2.50\|321.58\|329.76\|320.06\|127950;2026-04-15\|320.36\|-1.28\|327.95\|334.66\|319.00\|137646;2026-04-16\|318.50\|-0.58\|323.10\|324.50\|316.00\|105012;2026-04-17\|314.00\|-1.41\|316.50\|320.30\|309.20\|138602;2026-04-20\|313.54\|-0.15\|309.58\|317.50\|303.88\|113499;2026-04-21\|308.88\|-1.49\|314.85\|314.95\|305.58\|95884;2026-04-22\|319.99\|3.60\|308.88\|320.78\|308.18\|153356;2026-04-23\|315.05\|-1.54\|322.00\|323.80\|311.00\|117909;2026-04-24\|323.38\|2.64\|317.00\|327.80\|309.50\|172672;2026-04-27\|352.01\|8.85\|329.13\|355.00\|322.78\|262271;2026-04-28\|362.27\|2.91\|353.02\|373.11\|353.01\|213024;2026-04-29\|359.76\|-0.69\|358.92\|364.00\|349.53\|144079;2026-04-30\|376.30\|4.60\|360.00\|379.00\|355.55\|191654;2026-05-06\|383.30\|1.86\|400.00\|412.22\|381.20\|237892;2026-05-07\|384.60\|0.34\|390.00\|393.00\|377.27\|170080;2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|379947;2026-07-13\|408.60\|-5.96\|421.47\|443.60\|402.03\|363808;2026-07-14\|405.30\|-0.81\|400.43\|415.00\|379.00\|356430;2026-07-15\|391.29\|-3.46\|414.00\|414.80\|385.85\|261113;2026-07-16\|361.42\|-7.63\|383.18\|391.00\|359.09\|318691;2026-07-17\|350.69\|-2.97\|364.62\|368.04\|341.86\|371244;2026-07-20\|342.50\|-2.34\|355.00\|361.97\|332.99\|366847;2026-07-21\|407.89\|19.09\|352.97\|409.00\|341.02\|449914;2026-07-22\|392.99\|-3.65\|395.34\|408.00\|381.20\|347055;2026-07-23\|375.20\|-4.53\|398.97\|399.00\|367.00\|263213;2026-07-24\|388.50\|3.54\|370.00\|396.00\|363.56\|264433
41500	上半年存储涨价仍将持续	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	内存接口芯片领域龙头，预告年报净利润同比增长52.29%-66.46%	2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|929386;2026-07-22\|223.00\|1.55\|218.00\|239.00\|215.00\|902888;2026-07-23\|225.50\|1.12\|228.45\|230.98\|220.30\|490020;2026-07-24\|233.66\|3.62\|224.00\|237.40\|223.00\|594506
41499	上半年存储涨价仍将持续	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-03-17\|450.00\|-1.04\|456.01\|464.36\|449.00\|53996;2026-03-18\|462.45\|2.77\|453.70\|464.00\|451.50\|65998;2026-03-19\|461.63\|-0.18\|457.59\|465.19\|454.01\|51043;2026-03-20\|468.72\|1.54\|461.48\|474.02\|458.50\|81385;2026-03-23\|444.39\|-5.19\|461.50\|462.00\|443.00\|77369;2026-03-24\|444.00\|-0.09\|449.59\|453.45\|437.79\|47309;2026-03-25\|464.20\|4.55\|449.90\|467.60\|448.39\|87337;2026-03-26\|446.11\|-3.90\|459.56\|461.60\|445.70\|61011;2026-03-27\|452.98\|1.54\|439.50\|457.97\|434.50\|58054;2026-03-30\|468.84\|3.50\|444.11\|470.01\|442.12\|80806;2026-03-31\|447.00\|-4.66\|464.90\|466.99\|447.00\|69566;2026-04-01\|450.53\|0.79\|455.20\|461.24\|450.02\|63355;2026-04-02\|438.00\|-2.78\|450.59\|451.80\|435.22\|74915;2026-04-03\|426.45\|-2.64\|439.10\|440.60\|424.06\|66885;2026-04-07\|424.08\|-0.56\|425.06\|431.00\|422.25\|45824;2026-04-08\|463.98\|9.41\|437.00\|465.97\|437.00\|141948;2026-04-09\|472.84\|1.91\|461.00\|478.00\|458.01\|93029;2026-04-10\|476.89\|0.86\|475.00\|484.41\|475.00\|77583;2026-04-13\|472.50\|-0.92\|475.90\|480.50\|467.20\|65090;2026-04-14\|481.60\|1.93\|478.00\|492.00\|476.11\|74114;2026-04-15\|475.00\|-1.37\|483.06\|485.00\|473.99\|63951;2026-04-16\|473.56\|-0.30\|475.00\|477.88\|467.64\|63248;2026-04-17\|469.91\|-0.77\|470.00\|476.50\|464.80\|95465;2026-04-20\|471.23\|0.28\|447.00\|476.13\|445.00\|186837;2026-04-21\|450.36\|-4.43\|471.96\|472.00\|446.71\|160056;2026-04-22\|477.95\|6.13\|449.00\|478.00\|448.00\|174383;2026-04-23\|475.00\|-0.62\|478.00\|484.95\|470.58\|97353;2026-04-24\|472.70\|-0.48\|475.03\|485.22\|463.80\|129793;2026-04-27\|516.25\|9.21\|481.20\|519.90\|475.96\|204329;2026-04-28\|517.21\|0.19\|511.54\|537.25\|504.00\|138254;2026-04-29\|510.71\|-1.26\|510.22\|517.22\|502.20\|93026;2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621
41498	上半年存储涨价仍将持续	涨停揭秘：国内功率半导体IDM龙头，纵向一体化覆盖硅片-芯片-封装测试，受益存储涨价带动晶圆代工需求及汽车电子渗透提升；涨停缘由：车规级MOSFET、IGBT模块批量供货比亚迪、蔚来；光伏逆变器配套份额提升；硅片自供比例提高增强成本优势；资金逻辑：资金聚焦半导体中业绩确定性最强的功率赛道，叠加低估值修复与国产替代加速，机构增持意愿强烈；风险提示：功率器件价格仍处下行通道；海外巨头降价竞争加剧；新能源车增速放缓或影响订单持续性	公司为功率半导体龙头，是国内少数集单晶硅片制造、芯片设计制造、器件设计封装测试、终端销售与服务等纵向产业链为一体的规模企业	2026-03-17\|74.92\|-3.34\|78.17\|78.30\|74.86\|78458;2026-03-18\|76.40\|1.98\|75.01\|76.73\|74.44\|77123;2026-03-19\|74.06\|-3.06\|75.20\|75.48\|73.60\|78355;2026-03-20\|73.50\|-0.76\|74.51\|75.64\|73.50\|86150;2026-03-23\|68.60\|-6.67\|72.05\|72.50\|67.70\|169128;2026-03-24\|69.50\|1.31\|69.58\|69.85\|67.30\|106926;2026-03-25\|72.12\|3.77\|70.27\|72.57\|70.12\|96221;2026-03-26\|71.42\|-0.97\|72.00\|73.17\|70.71\|82343;2026-03-27\|73.60\|3.05\|70.30\|73.96\|70.15\|101236;2026-03-30\|72.78\|-1.11\|72.75\|73.40\|71.63\|101948;2026-03-31\|67.47\|-7.30\|69.15\|69.65\|66.20\|234664;2026-04-01\|70.67\|4.74\|69.30\|71.18\|68.89\|152589;2026-04-02\|71.74\|1.51\|73.50\|73.77\|70.96\|150504;2026-04-03\|72.17\|0.60\|73.02\|74.46\|72.03\|128940;2026-04-07\|70.79\|-1.91\|72.74\|73.28\|70.60\|102444;2026-04-08\|77.80\|9.90\|73.80\|77.86\|73.39\|186387;2026-04-09\|77.62\|-0.23\|77.01\|78.38\|76.00\|123891;2026-04-10\|77.95\|0.43\|78.35\|79.63\|77.84\|114627;2026-04-13\|77.48\|-0.60\|77.58\|78.72\|76.30\|88082;2026-04-14\|78.38\|1.16\|78.08\|79.60\|77.47\|116110;2026-04-15\|76.54\|-2.35\|78.92\|78.92\|76.14\|111270;2026-04-16\|77.76\|1.59\|76.96\|77.98\|76.53\|90430;2026-04-17\|78.69\|1.20\|77.55\|78.93\|76.97\|100984;2026-04-20\|81.78\|3.93\|80.00\|83.75\|79.94\|188152;2026-04-21\|81.39\|-0.48\|81.42\|82.15\|79.76\|128571;2026-04-22\|83.00\|1.98\|81.51\|83.10\|81.39\|133809;2026-04-23\|82.16\|-1.01\|83.36\|84.78\|81.48\|134409;2026-04-24\|82.85\|0.84\|82.60\|84.50\|82.50\|135998;2026-04-27\|79.13\|-4.49\|77.00\|79.59\|73.60\|279159;2026-04-28\|77.79\|-1.69\|77.80\|80.57\|76.90\|186997;2026-04-29\|77.89\|0.13\|77.15\|78.57\|74.80\|167289;2026-04-30\|75.88\|-2.58\|77.71\|78.47\|74.90\|192176;2026-05-06\|78.46\|3.40\|77.15\|80.66\|77.13\|218747;2026-05-07\|78.96\|0.64\|78.80\|79.75\|76.98\|191344;2026-05-08\|76.64\|-2.32\|77.80\|77.99\|74.88\|207339;2026-05-11\|77.73\|1.42\|77.80\|78.98\|76.50\|254550;2026-05-12\|78.40\|0.86\|77.73\|78.46\|74.88\|251915;2026-05-13\|83.12\|6.02\|76.88\|83.47\|75.80\|313231;2026-05-14\|84.00\|1.06\|84.22\|85.80\|82.01\|349303;2026-05-15\|82.89\|-1.32\|84.32\|85.44\|80.31\|313641;2026-05-18\|81.40\|-1.80\|82.21\|83.36\|80.10\|221900;2026-05-19\|79.61\|-2.20\|80.39\|80.88\|76.37\|223872;2026-05-20\|83.71\|5.15\|79.00\|83.71\|78.90\|248703;2026-05-21\|77.61\|-7.29\|84.78\|84.78\|77.50\|279160;2026-05-22\|86.38\|11.30\|79.51\|88.00\|79.36\|420155;2026-05-25\|95.24\|10.26\|89.39\|96.30\|86.88\|441524;2026-05-26\|97.90\|2.79\|93.90\|99.77\|90.61\|407324;2026-05-27\|110.02\|12.38\|101.90\|114.86\|101.20\|516596;2026-05-28\|114.30\|3.89\|110.80\|118.00\|108.13\|415839;2026-05-29\|107.12\|-6.28\|114.00\|115.41\|106.00\|372979;2026-06-01\|99.25\|-7.35\|105.21\|107.03\|98.78\|339072;2026-06-02\|101.50\|2.27\|99.38\|103.98\|96.10\|277013;2026-06-03\|105.82\|4.26\|107.23\|111.23\|103.95\|334634;2026-06-04\|105.50\|-0.30\|104.00\|108.96\|103.00\|221875;2026-06-05\|102.87\|-2.49\|104.19\|108.66\|101.31\|226643;2026-06-08\|94.46\|-8.18\|97.73\|98.78\|93.18\|238394;2026-06-09\|107.88\|14.21\|97.96\|108.00\|95.35\|272519;2026-06-10\|100.40\|-6.93\|103.01\|105.88\|99.02\|209643;2026-06-11\|100.19\|-0.21\|99.01\|102.98\|98.50\|174159;2026-06-12\|96.68\|-3.50\|104.20\|105.88\|95.75\|255533;2026-06-15\|105.15\|8.76\|98.77\|105.98\|94.72\|281675;2026-06-16\|108.80\|3.47\|107.00\|113.00\|105.35\|311039;2026-06-17\|114.10\|4.87\|108.00\|115.00\|106.66\|373853;2026-06-18\|123.13\|7.91\|113.50\|126.12\|111.88\|371698;2026-06-22\|128.11\|4.04\|130.00\|133.07\|123.32\|400348;2026-06-23\|132.96\|3.79\|128.00\|136.50\|127.00\|399932;2026-06-24\|132.99\|0.02\|130.00\|142.72\|129.00\|432214;2026-06-25\|137.45\|3.35\|132.03\|138.00\|129.26\|363205;2026-06-26\|135.76\|-1.23\|133.88\|142.67\|129.51\|333740;2026-06-29\|149.95\|10.45\|145.24\|155.95\|141.19\|405740;2026-06-30\|157.23\|4.86\|153.00\|159.88\|142.25\|348785;2026-07-01\|152.00\|-3.33\|154.96\|162.00\|147.96\|319294;2026-07-02\|135.59\|-10.80\|145.50\|146.97\|135.00\|299367;2026-07-03\|129.46\|-4.52\|134.00\|138.00\|128.00\|258565;2026-07-06\|131.44\|1.53\|131.50\|134.29\|125.01\|239161;2026-07-07\|134.90\|2.63\|129.44\|139.58\|127.30\|259905;2026-07-08\|128.04\|-5.09\|135.30\|136.88\|122.60\|232924;2026-07-09\|136.62\|6.70\|130.88\|136.83\|123.91\|265525;2026-07-10\|118.67\|-13.14\|135.50\|139.13\|118.10\|376695;2026-07-13\|113.31\|-4.52\|117.52\|120.99\|112.50\|304408;2026-07-14\|113.30\|-0.01\|115.00\|115.44\|105.27\|305305;2026-07-15\|105.56\|-6.83\|114.30\|114.58\|105.11\|203784;2026-07-16\|101.70\|-3.66\|103.88\|109.08\|100.31\|190301;2026-07-17\|93.07\|-8.49\|103.00\|103.00\|92.57\|209778;2026-07-20\|86.90\|-6.63\|95.05\|96.00\|84.50\|271084;2026-07-21\|98.51\|13.36\|88.50\|99.44\|83.00\|273638;2026-07-22\|96.30\|-2.24\|96.00\|102.30\|95.88\|293018;2026-07-23\|93.14\|-3.28\|97.00\|97.95\|91.64\|160003;2026-07-24\|90.60\|-2.73\|91.83\|93.39\|89.12\|141836
41497	上半年存储涨价仍将持续	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	公司拟收购湖北三峡实验室光刻胶用光引发剂制备专有技术及实验设备，布局光刻胶上游材料	2026-03-17\|50.02\|-3.66\|51.81\|51.90\|49.38\|65231;2026-03-18\|50.82\|1.60\|50.58\|51.33\|49.52\|29979;2026-03-19\|47.89\|-5.77\|49.80\|50.15\|47.60\|55001;2026-03-20\|46.76\|-2.36\|48.49\|48.80\|46.61\|49997;2026-03-23\|44.32\|-5.22\|45.60\|46.20\|44.00\|50567;2026-03-24\|45.49\|2.64\|45.43\|45.60\|43.24\|41632;2026-03-25\|47.08\|3.50\|46.20\|48.38\|45.82\|49432;2026-03-26\|46.10\|-2.08\|47.00\|47.05\|45.55\|27134;2026-03-27\|47.43\|2.88\|45.14\|47.66\|44.90\|35480;2026-03-30\|47.85\|0.89\|47.18\|48.71\|46.40\|39587;2026-03-31\|45.66\|-4.58\|47.50\|47.77\|45.54\|35082;2026-04-01\|46.60\|2.06\|47.55\|47.83\|46.28\|34101;2026-04-02\|44.59\|-4.31\|46.80\|46.88\|44.38\|34260;2026-04-03\|44.99\|0.90\|44.90\|45.84\|44.60\|29958;2026-04-07\|44.70\|-0.64\|45.58\|46.17\|44.60\|23234;2026-04-08\|49.20\|10.07\|46.05\|49.45\|45.60\|73252;2026-04-09\|48.45\|-1.52\|48.00\|49.21\|47.91\|36736;2026-04-10\|48.99\|1.11\|49.68\|50.25\|48.75\|49296;2026-04-13\|49.52\|1.08\|48.50\|50.19\|48.37\|49400;2026-04-14\|50.56\|2.10\|50.60\|51.77\|50.15\|56897;2026-04-15\|52.08\|3.01\|51.00\|54.34\|50.51\|88632;2026-04-16\|52.25\|0.33\|52.33\|53.15\|51.10\|52114;2026-04-17\|51.80\|-0.86\|51.92\|52.68\|51.33\|41353;2026-04-20\|52.71\|1.76\|51.90\|53.56\|51.09\|53267;2026-04-21\|53.01\|0.57\|52.27\|53.76\|50.83\|51907;2026-04-22\|52.60\|-0.77\|53.00\|53.73\|51.90\|49882;2026-04-23\|51.50\|-2.09\|53.20\|53.81\|50.96\|44965;2026-04-24\|51.56\|0.12\|51.00\|53.68\|51.00\|59980;2026-04-27\|54.11\|4.95\|51.51\|55.70\|51.51\|100791;2026-04-28\|52.91\|-2.22\|53.86\|55.51\|52.78\|78317;2026-04-29\|52.05\|-1.63\|52.78\|52.93\|51.25\|67897;2026-04-30\|54.89\|5.46\|52.18\|55.49\|52.00\|99984;2026-05-06\|55.16\|0.49\|56.00\|58.46\|54.70\|113981;2026-05-07\|59.00\|6.96\|55.80\|59.87\|55.40\|111732;2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|183963;2026-07-13\|105.43\|-5.02\|109.00\|114.48\|105.14\|156382;2026-07-14\|105.70\|0.26\|105.50\|107.48\|97.00\|170124;2026-07-15\|98.43\|-6.88\|109.61\|110.99\|98.00\|127222;2026-07-16\|90.91\|-7.64\|94.32\|98.99\|89.81\|142753;2026-07-17\|83.23\|-8.45\|90.84\|92.38\|82.81\|146189;2026-07-20\|69.91\|-16.00\|84.34\|86.00\|66.91\|207328;2026-07-21\|79.77\|14.10\|72.05\|80.00\|63.80\|214184;2026-07-22\|77.01\|-3.46\|79.00\|82.50\|76.11\|163958;2026-07-23\|74.75\|-2.93\|78.88\|79.46\|74.00\|93566;2026-07-24\|75.06\|0.41\|73.07\|77.33\|72.57\|106527
41496	上半年存储涨价仍将持续	半导体材料+一季报扭亏+靶材龙头行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司明月湖半导体用高纯材料项目已启动建设，规划2026年第四季度竣工投产，投产后将填补集成电路靶材核心上游原材料供应空白。 2、据2026年5月13日投资者关系活动记录表，公司主营高性能溅射靶材，铜靶、铝靶、钼及钼合金靶等产品已批量运用于京东方、华星光电等主流面板厂商。 3、据2026年4月25日一季报，公司2026年第一季度实现营业收入2.76亿元，同比增长215.86%，归母净利润4068.48万元，同比扭亏为盈。	公司主营高性能溅射靶材研发产销，为半导体显示、光伏等领域供铜靶、ITO 靶等关键材料	2026-03-17\|29.40\|-7.40\|32.10\|32.60\|29.00\|107019;2026-03-18\|29.82\|1.43\|30.30\|30.33\|29.17\|66771;2026-03-19\|28.82\|-3.35\|28.88\|29.43\|28.30\|59122;2026-03-20\|27.82\|-3.47\|29.00\|29.50\|27.66\|58299;2026-03-23\|26.26\|-5.61\|27.61\|27.64\|25.81\|72927;2026-03-24\|28.39\|8.11\|27.17\|28.43\|25.88\|93859;2026-03-25\|30.87\|8.74\|28.98\|33.01\|28.50\|126294;2026-03-26\|29.33\|-4.99\|30.87\|30.87\|29.18\|72343;2026-03-27\|31.40\|7.06\|28.00\|32.56\|28.00\|114019;2026-03-30\|31.42\|0.06\|30.90\|32.04\|30.30\|75079;2026-03-31\|28.89\|-8.05\|31.59\|31.59\|28.65\|96278;2026-04-01\|29.75\|2.98\|30.29\|30.36\|28.80\|63744;2026-04-02\|27.99\|-5.92\|29.16\|29.50\|27.66\|54392;2026-04-03\|28.90\|3.25\|28.40\|30.30\|28.20\|80690;2026-04-07\|28.35\|-1.90\|28.80\|29.80\|28.24\|63912;2026-04-08\|31.33\|10.51\|30.00\|31.88\|29.40\|97433;2026-04-09\|31.79\|1.47\|31.00\|33.50\|30.50\|130892;2026-04-10\|32.03\|0.76\|32.10\|34.13\|32.00\|119262;2026-04-13\|31.33\|-2.19\|31.31\|32.56\|31.03\|91372;2026-04-14\|32.41\|3.45\|31.96\|33.45\|31.44\|103188;2026-04-15\|31.76\|-2.01\|33.00\|33.69\|31.40\|92489;2026-04-16\|31.63\|-0.41\|31.58\|31.99\|30.61\|64353;2026-04-17\|35.75\|13.03\|31.78\|37.96\|31.78\|215539;2026-04-20\|33.50\|-6.29\|34.58\|36.37\|33.33\|175493;2026-04-21\|34.99\|4.45\|33.03\|36.30\|32.20\|165638;2026-04-22\|39.83\|13.83\|35.34\|41.87\|35.00\|186265;2026-04-23\|36.66\|-7.96\|39.39\|40.50\|36.30\|153260;2026-04-24\|38.50\|5.02\|35.62\|40.00\|35.01\|152742;2026-04-27\|46.20\|20.00\|43.61\|46.20\|43.61\|105632;2026-04-28\|54.39\|17.73\|50.00\|55.22\|47.87\|317934;2026-04-29\|49.70\|-8.62\|51.68\|52.24\|47.50\|234230;2026-04-30\|53.20\|7.04\|49.22\|56.34\|47.88\|229876;2026-05-06\|55.49\|4.30\|54.26\|58.32\|52.02\|202125;2026-05-07\|57.20\|3.08\|54.49\|57.96\|53.03\|162747;2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;2026-05-12\|55.22\|-6.90\|58.27\|58.27\|54.50\|151807;2026-05-13\|56.61\|2.52\|54.15\|57.13\|53.10\|116124;2026-05-14\|54.32\|-4.05\|56.35\|57.99\|53.01\|117388;2026-05-15\|54.61\|0.53\|53.31\|56.68\|51.81\|110652;2026-05-18\|54.95\|0.62\|55.35\|55.86\|52.50\|78604;2026-05-19\|57.95\|5.46\|54.49\|57.95\|52.55\|118051;2026-05-20\|55.33\|-4.52\|56.30\|56.77\|54.88\|104290;2026-05-21\|49.50\|-10.54\|55.60\|55.99\|48.89\|116635;2026-05-22\|51.76\|4.57\|49.59\|52.35\|49.40\|89228;2026-05-25\|51.07\|-1.33\|52.00\|52.28\|50.20\|79303;2026-05-26\|48.82\|-4.41\|50.68\|50.68\|47.47\|80950;2026-05-27\|48.51\|-0.64\|49.30\|50.53\|47.98\|59840;2026-05-28\|52.00\|7.19\|47.64\|52.78\|47.61\|89022;2026-05-29\|49.61\|-4.60\|52.07\|52.58\|48.52\|78885;2026-06-01\|47.16\|-4.94\|49.65\|50.68\|47.12\|59897;2026-06-02\|48.61\|3.07\|47.20\|49.98\|46.74\|62394;2026-06-03\|47.60\|-2.08\|48.72\|49.62\|46.71\|73030;2026-06-04\|48.63\|2.16\|46.78\|49.62\|46.73\|63694;2026-06-05\|48.55\|-0.16\|48.01\|49.95\|47.02\|50746;2026-06-08\|45.51\|-6.26\|45.90\|47.58\|44.80\|52738;2026-06-09\|49.30\|8.33\|46.42\|49.50\|46.24\|71602;2026-06-10\|55.88\|13.35\|48.63\|58.13\|48.48\|159323;2026-06-11\|67.06\|20.01\|56.00\|67.06\|56.00\|221319;2026-06-12\|56.68\|-15.48\|68.00\|68.00\|56.10\|242998;2026-06-15\|58.70\|3.56\|56.82\|60.35\|53.37\|165970;2026-06-16\|63.16\|7.60\|57.79\|65.00\|56.81\|182599;2026-06-17\|64.33\|1.85\|60.18\|64.50\|58.88\|151110;2026-06-18\|65.91\|2.46\|62.50\|68.91\|62.50\|146228;2026-06-22\|78.58\|19.22\|71.00\|79.09\|70.96\|181280;2026-06-23\|79.25\|0.85\|77.91\|85.85\|76.09\|181020;2026-06-24\|80.99\|2.20\|80.15\|82.85\|75.85\|165314;2026-06-25\|87.60\|8.16\|80.19\|91.88\|76.50\|177885;2026-06-26\|87.99\|0.45\|85.00\|91.39\|80.82\|154744;2026-06-29\|99.69\|13.30\|87.95\|99.80\|82.51\|172985;2026-06-30\|96.90\|-2.80\|94.70\|103.16\|92.28\|136775;2026-07-01\|88.08\|-9.10\|99.00\|103.84\|88.00\|155738;2026-07-02\|85.10\|-3.38\|81.00\|91.50\|80.05\|121991;2026-07-03\|81.08\|-4.72\|85.36\|88.25\|81.00\|111902;2026-07-06\|80.58\|-0.62\|84.00\|86.50\|77.00\|98662;2026-07-07\|82.03\|1.80\|77.00\|86.58\|77.00\|98386;2026-07-08\|81.25\|-0.95\|82.03\|84.60\|75.58\|99662;2026-07-09\|88.15\|8.49\|83.00\|88.25\|81.18\|124127;2026-07-10\|76.70\|-12.99\|88.16\|91.50\|76.60\|151757;2026-07-13\|73.30\|-4.43\|74.00\|78.89\|72.60\|89174;2026-07-14\|74.95\|2.25\|75.37\|75.66\|68.60\|85137;2026-07-15\|68.41\|-8.73\|76.50\|76.88\|68.00\|79377;2026-07-16\|63.47\|-7.22\|65.00\|68.69\|63.00\|77779;2026-07-17\|57.16\|-9.94\|63.11\|63.72\|56.57\|87427;2026-07-20\|48.47\|-15.20\|59.00\|59.80\|46.14\|103389;2026-07-21\|56.20\|15.95\|49.11\|56.96\|42.12\|139338;2026-07-22\|56.24\|0.07\|55.40\|59.18\|55.00\|117605;2026-07-23\|54.54\|-3.02\|57.36\|57.36\|53.61\|62673;2026-07-24\|51.26\|-6.01\|52.00\|54.12\|49.69\|99311
41495	上半年存储涨价仍将持续	涨停揭秘：存储涨价带动服务器及AI硬件备货升温，公司DC/DC、接口芯片等产品深度配套下游主控与模组厂商；涨停缘由：上半年存储涨价仍将持续，公司模拟芯片广泛应用于AI服务器电源管理、内存模组信号链，客户覆盖海光、寒武纪、浪潮等；资金逻辑：作为国产模拟芯片龙头，近期获北向资金增持，4月8日涨停伴随半导体板块整体放量，游资与机构协同明显；风险提示：模拟芯片行业竞争加剧，部分品类存在价格压力，且公司业绩对服务器周期依赖度较高	公司主要产品为高性能模拟芯片，包括运算放大器、比较器、模拟开关、数据转换芯片、DC/DC转换器、马达驱动及电池管理芯片等	2026-03-17\|176.90\|-6.69\|188.01\|188.01\|176.86\|48967;2026-03-18\|178.62\|0.97\|179.35\|180.99\|176.68\|29488;2026-03-19\|171.85\|-3.79\|175.80\|176.97\|170.66\|32676;2026-03-20\|176.21\|2.54\|173.35\|181.20\|170.10\|44714;2026-03-23\|178.10\|1.07\|170.20\|184.53\|170.20\|60257;2026-03-24\|179.91\|1.02\|182.80\|182.80\|173.03\|46901;2026-03-25\|188.70\|4.89\|183.00\|195.60\|182.00\|62049;2026-03-26\|186.00\|-1.43\|189.05\|192.30\|183.96\|48167;2026-03-27\|190.30\|2.31\|183.22\|193.53\|179.20\|51026;2026-03-30\|185.00\|-2.79\|186.80\|192.28\|182.28\|47815;2026-03-31\|171.93\|-7.06\|183.00\|183.00\|171.58\|58913;2026-04-01\|174.74\|1.63\|177.00\|178.00\|170.11\|46436;2026-04-02\|165.10\|-5.52\|169.00\|174.05\|164.17\|41758;2026-04-03\|162.58\|-1.53\|168.40\|168.50\|160.00\|33119;2026-04-07\|168.50\|3.64\|162.58\|171.68\|162.40\|37932;2026-04-08\|186.24\|10.53\|174.70\|186.60\|173.00\|71491;2026-04-09\|184.30\|-1.04\|185.00\|187.17\|183.10\|39201;2026-04-10\|184.55\|0.14\|185.42\|187.80\|183.51\|37319;2026-04-13\|181.82\|-1.48\|182.08\|187.50\|181.50\|37799;2026-04-14\|187.52\|3.13\|184.50\|191.93\|183.02\|49431;2026-04-15\|190.00\|1.32\|188.08\|196.32\|187.57\|54699;2026-04-16\|195.80\|3.05\|190.05\|201.20\|187.51\|57093;2026-04-17\|201.66\|2.99\|196.70\|204.86\|196.26\|49852;2026-04-20\|196.95\|-2.34\|201.01\|202.68\|196.11\|45113;2026-04-21\|199.31\|1.20\|196.99\|201.71\|191.03\|44121;2026-04-22\|207.82\|4.27\|198.27\|211.80\|197.00\|52561;2026-04-23\|212.82\|2.41\|212.93\|227.98\|210.70\|88189;2026-04-24\|217.00\|1.96\|224.00\|227.79\|215.49\|76459;2026-04-27\|221.32\|1.99\|219.90\|223.00\|210.53\|72725;2026-04-28\|232.00\|4.83\|223.88\|242.40\|222.20\|93793;2026-04-29\|237.36\|2.31\|228.04\|244.02\|225.20\|71056;2026-04-30\|268.10\|12.95\|240.00\|272.30\|239.00\|101091;2026-05-06\|259.68\|-3.14\|274.50\|274.64\|259.10\|104558;2026-05-07\|261.63\|0.75\|260.29\|264.00\|255.13\|73396;2026-05-08\|253.90\|-2.95\|256.60\|259.98\|250.37\|62565;2026-05-11\|284.80\|12.17\|257.00\|288.65\|257.00\|101429;2026-05-12\|296.50\|4.11\|284.81\|300.88\|275.81\|89783;2026-05-13\|302.00\|1.85\|284.00\|305.00\|284.00\|73864;2026-05-14\|295.14\|-2.27\|302.00\|314.91\|295.11\|73875;2026-05-15\|296.40\|0.43\|295.14\|310.25\|290.57\|78547;2026-05-18\|293.62\|-0.94\|294.00\|307.55\|286.50\|64464;2026-05-19\|304.28\|3.63\|291.83\|308.00\|282.06\|67922;2026-05-20\|314.30\|3.29\|300.99\|320.26\|298.10\|67041;2026-05-21\|289.70\|-7.83\|312.99\|316.00\|289.00\|78520;2026-05-22\|298.99\|3.21\|293.75\|304.73\|292.00\|55412;2026-05-25\|321.28\|7.46\|305.00\|325.00\|302.10\|69810;2026-05-26\|305.02\|-5.06\|315.61\|315.61\|293.81\|68303;2026-05-27\|316.93\|3.90\|307.46\|345.66\|307.46\|86268;2026-05-28\|330.22\|4.19\|314.20\|335.58\|310.02\|59647;2026-05-29\|309.01\|-6.42\|330.00\|330.02\|306.98\|54847;2026-06-01\|280.56\|-9.21\|304.40\|310.88\|280.00\|81198;2026-06-02\|283.31\|0.98\|284.82\|291.70\|275.16\|61664;2026-06-03\|304.30\|7.41\|286.54\|314.49\|284.54\|61903;2026-06-04\|305.98\|0.55\|297.90\|311.79\|293.00\|47519;2026-06-05\|293.00\|-4.24\|300.00\|308.90\|291.00\|42243;2026-06-08\|277.50\|-5.29\|272.49\|288.53\|272.24\|49773;2026-06-09\|287.36\|3.55\|284.00\|291.60\|280.77\|43726;2026-06-10\|282.87\|-1.56\|282.95\|290.50\|278.01\|36937;2026-06-11\|282.87\|0.00\|283.00\|289.80\|274.48\|40082;2026-06-12\|309.36\|9.42\|297.00\|322.98\|293.00\|98555;2026-06-15\|325.00\|5.06\|318.75\|327.00\|299.50\|89830;2026-06-16\|337.49\|3.84\|326.91\|341.00\|322.00\|56044;2026-06-17\|340.58\|0.92\|328.00\|343.00\|327.97\|46267;2026-06-18\|341.00\|0.12\|339.20\|348.35\|332.27\|45680;2026-06-22\|344.00\|0.88\|344.00\|355.90\|330.00\|59412;2026-06-23\|346.93\|0.85\|342.00\|356.30\|331.00\|46607;2026-06-24\|356.00\|2.61\|341.68\|359.64\|336.80\|49044;2026-06-25\|352.89\|-0.87\|355.00\|357.92\|344.00\|48030;2026-06-26\|345.01\|-2.23\|349.00\|363.92\|335.00\|47759;2026-06-29\|343.30\|-0.50\|340.19\|365.00\|325.17\|71038;2026-06-30\|364.09\|6.06\|344.60\|366.45\|344.60\|53746;2026-07-01\|350.00\|-3.87\|367.45\|375.76\|343.00\|57473;2026-07-02\|334.00\|-4.57\|339.73\|370.00\|329.19\|67447;2026-07-03\|332.12\|-0.56\|338.00\|347.14\|323.71\|40186;2026-07-06\|339.90\|2.34\|337.99\|345.99\|318.50\|43831;2026-07-07\|326.00\|-4.09\|335.00\|343.60\|319.00\|43776;2026-07-08\|322.39\|-1.11\|328.39\|337.57\|314.00\|43297;2026-07-09\|328.69\|1.95\|329.88\|331.65\|310.00\|47595;2026-07-10\|309.00\|-5.99\|331.83\|337.00\|309.00\|46096;2026-07-13\|292.33\|-5.39\|302.55\|313.00\|290.00\|47189;2026-07-14\|312.64\|6.95\|297.99\|315.80\|294.99\|52727;2026-07-15\|288.15\|-7.83\|315.80\|315.80\|283.33\|52309;2026-07-16\|267.00\|-7.34\|284.87\|291.80\|264.10\|50953;2026-07-17\|242.08\|-9.33\|267.00\|267.00\|239.01\|51589;2026-07-20\|229.00\|-5.40\|250.31\|255.90\|223.00\|59187;2026-07-21\|258.97\|13.09\|232.30\|266.80\|215.00\|74575;2026-07-22\|258.96\|-0.00\|258.97\|276.73\|255.20\|52243;2026-07-23\|255.00\|-1.53\|262.11\|267.89\|251.18\|33591;2026-07-24\|244.30\|-4.20\|252.06\|257.70\|243.15\|45911
41494	上半年存储涨价仍将持续	半导体设备+机器人+商业航天 1、据2026年6月29日互动易，公司持续关注半导体设备产业链产品，寻找合作机会；据2026年6月12日互动易，公司关注半导体设备铸件，已进行样件开发，处于前期研发和测试验证阶段。 2、据2026年6月30日公司官微，明志科技再增7件发明专利授权，累计有效专利授权225件。 3、据2023年8月30日公告，公司主要产品包括工业机器人手臂壳体；据2025年半年报，公司数字化制芯系统已用于航天、军工等领域铸件测试；据2026年6月18日公告，公司诉云内动力拖欠货款案一审已判决，未对公司造成重大不利影响。	公司精密组芯铸造工艺适合泛半导体精密铸件的开发及生产	2026-03-17\|21.06\|-2.32\|21.51\|21.92\|21.04\|24686;2026-03-18\|21.75\|3.28\|20.91\|21.78\|20.91\|18802;2026-03-19\|21.25\|-2.30\|21.42\|21.87\|21.14\|13588;2026-03-20\|20.01\|-5.84\|21.42\|21.65\|20.00\|26322;2026-03-23\|18.67\|-6.70\|19.90\|20.04\|18.55\|29921;2026-03-24\|20.13\|7.82\|19.50\|20.16\|19.02\|22955;2026-03-25\|20.32\|0.94\|20.25\|20.60\|20.09\|14146;2026-03-26\|20.23\|-0.44\|20.22\|20.60\|19.95\|11826;2026-03-27\|20.70\|2.32\|19.74\|20.70\|19.74\|13723;2026-03-30\|21.96\|6.09\|20.27\|22.06\|20.27\|35420;2026-03-31\|21.20\|-3.46\|21.85\|21.89\|21.13\|30046;2026-04-01\|21.66\|2.17\|21.58\|21.80\|21.23\|22614;2026-04-02\|21.59\|-0.32\|21.51\|21.98\|21.31\|16311;2026-04-03\|21.00\|-2.73\|21.74\|21.78\|20.86\|17662;2026-04-07\|20.82\|-0.86\|20.82\|21.14\|20.64\|14202;2026-04-08\|23.04\|10.66\|21.40\|23.22\|21.40\|55580;2026-04-09\|22.72\|-1.39\|22.87\|23.11\|22.46\|32547;2026-04-10\|22.78\|0.26\|22.63\|23.37\|22.59\|26422;2026-04-13\|22.60\|-0.79\|22.61\|22.93\|22.17\|22823;2026-04-14\|22.38\|-0.97\|22.67\|22.95\|22.23\|18563;2026-04-15\|22.45\|0.31\|22.60\|23.04\|22.32\|23594;2026-04-16\|23.34\|3.96\|22.44\|23.50\|22.30\|32082;2026-04-17\|23.35\|0.04\|23.43\|23.70\|22.88\|27357;2026-04-20\|24.12\|3.30\|23.32\|24.18\|22.95\|34949;2026-04-21\|24.40\|1.16\|24.11\|24.42\|23.44\|27940;2026-04-22\|24.59\|0.78\|24.28\|25.15\|24.03\|33879;2026-04-23\|23.55\|-4.23\|24.65\|24.65\|23.32\|30266;2026-04-24\|23.21\|-1.44\|23.50\|23.57\|22.86\|21538;2026-04-27\|22.58\|-2.71\|21.89\|23.27\|21.81\|43579;2026-04-28\|22.98\|1.77\|22.58\|23.58\|22.29\|29524;2026-04-29\|23.28\|1.31\|23.22\|23.49\|22.61\|22018;2026-04-30\|23.37\|0.39\|23.20\|23.63\|23.10\|20891;2026-05-06\|23.14\|-0.98\|23.51\|23.68\|22.86\|26899;2026-05-07\|23.62\|2.07\|23.15\|23.81\|22.89\|17954;2026-05-08\|24.12\|2.12\|23.65\|24.32\|23.16\|27395;2026-05-11\|23.93\|-0.79\|24.58\|24.58\|23.80\|23352;2026-05-12\|23.58\|-1.46\|23.94\|24.59\|23.51\|26777;2026-05-13\|23.45\|-0.55\|23.41\|23.80\|23.22\|23324;2026-05-14\|23.11\|-1.45\|23.73\|23.73\|23.01\|18729;2026-05-15\|23.77\|2.86\|23.01\|24.27\|23.01\|20851;2026-05-18\|24.06\|1.22\|23.78\|24.24\|22.92\|24317;2026-05-19\|24.63\|2.37\|23.90\|24.74\|23.90\|28693;2026-05-20\|24.28\|-1.42\|24.40\|24.62\|23.76\|21952;2026-05-21\|22.63\|-6.80\|24.47\|24.47\|22.30\|31799;2026-05-22\|23.73\|4.86\|22.81\|23.96\|22.45\|26980;2026-05-25\|22.96\|-3.24\|23.73\|24.07\|22.44\|27542;2026-05-26\|22.09\|-3.79\|22.74\|22.84\|21.69\|21730;2026-05-27\|20.81\|-5.79\|22.23\|22.23\|20.67\|29894;2026-05-28\|20.69\|-0.58\|20.72\|20.88\|19.91\|21984;2026-05-29\|19.45\|-5.99\|20.68\|20.88\|19.20\|24250;2026-06-01\|19.57\|0.62\|19.22\|19.89\|19.22\|19911;2026-06-02\|19.04\|-2.71\|19.57\|19.80\|18.84\|20682;2026-06-03\|19.05\|0.05\|18.93\|19.38\|18.70\|15376;2026-06-04\|18.70\|-1.84\|18.70\|19.20\|18.34\|14341;2026-06-05\|18.73\|0.16\|18.68\|19.27\|18.21\|16554;2026-06-08\|18.33\|-2.14\|18.31\|19.20\|18.07\|18753;2026-06-09\|18.26\|-0.38\|18.28\|18.69\|18.11\|12965;2026-06-10\|17.82\|-2.41\|18.10\|18.35\|17.42\|15222;2026-06-11\|17.80\|-0.11\|17.85\|17.96\|17.28\|12778;2026-06-12\|18.00\|1.12\|17.94\|18.23\|17.71\|14088;2026-06-15\|18.05\|0.28\|18.10\|18.55\|17.88\|15545;2026-06-16\|18.26\|1.16\|18.10\|18.44\|17.82\|11479;2026-06-17\|18.52\|1.42\|18.31\|18.75\|18.05\|17899;2026-06-18\|18.17\|-1.89\|18.55\|18.65\|18.13\|16541;2026-06-22\|17.97\|-1.10\|18.15\|18.27\|17.14\|18931;2026-06-23\|18.19\|1.22\|18.04\|18.45\|17.89\|13064;2026-06-24\|17.52\|-3.68\|18.23\|18.23\|17.38\|13807;2026-06-25\|17.20\|-1.83\|17.48\|17.87\|17.05\|15701;2026-06-26\|16.28\|-2.52\|16.71\|16.80\|16.20\|13350;2026-06-29\|16.04\|-1.47\|16.21\|16.30\|15.71\|18351;2026-06-30\|19.25\|20.01\|16.14\|19.25\|15.92\|50144;2026-07-01\|20.61\|7.06\|19.65\|21.51\|19.36\|79138;2026-07-02\|21.68\|5.19\|20.58\|23.15\|20.20\|81133;2026-07-03\|21.16\|-2.40\|21.70\|22.29\|20.60\|50055;2026-07-06\|20.27\|-4.21\|20.95\|21.29\|20.25\|31834;2026-07-07\|19.86\|-2.02\|20.01\|20.43\|19.51\|24452;2026-07-08\|19.54\|-1.61\|19.84\|20.17\|18.83\|28689;2026-07-09\|19.84\|1.54\|20.17\|20.28\|19.01\|39539;2026-07-10\|21.00\|5.85\|19.84\|21.42\|19.52\|38456;2026-07-13\|18.60\|-11.43\|21.19\|21.63\|18.58\|31191;2026-07-14\|18.85\|1.34\|18.81\|19.16\|18.36\|22881;2026-07-15\|18.08\|-4.08\|19.03\|19.03\|17.87\|22607;2026-07-16\|17.61\|-2.60\|18.26\|18.62\|17.48\|22654;2026-07-17\|16.75\|-4.88\|17.55\|18.04\|16.38\|30400;2026-07-20\|15.46\|-7.70\|16.76\|17.19\|15.17\|30024;2026-07-21\|15.44\|-0.13\|15.31\|15.74\|13.86\|44262;2026-07-22\|15.19\|-1.62\|15.08\|15.84\|15.08\|24022;2026-07-23\|15.40\|1.38\|15.08\|15.50\|15.07\|12825;2026-07-24\|15.08\|-2.08\|15.17\|15.45\|15.08\|9885
41493	上半年存储涨价仍将持续	涨停揭秘：拟收购光电子测试龙头菲莱测试并披露一季报高增长；涨停缘由：切入VCSEL晶圆测试及逻辑器件老化赛道，客户覆盖源杰科技、光迅科技等，扣非净利同比增63.17%；资金逻辑：机构单日净买入1.18亿元，北向加仓7211万元，连续两日20%涨停；风险提示：标的估值未定、审批存不确定性，动态市盈率113倍偏高	公司拟与SSTI共设控股子公司，推进高端半导体检测设备国产化，服务晶圆厂、设计公司、封装企业	2026-03-17\|71.94\|-3.76\|74.75\|76.80\|71.90\|34551;2026-03-18\|73.80\|2.59\|72.49\|74.44\|71.34\|36154;2026-03-19\|71.08\|-3.69\|73.40\|73.40\|70.70\|27113;2026-03-20\|69.63\|-2.04\|71.60\|72.45\|69.52\|29247;2026-03-23\|63.58\|-8.69\|68.60\|68.60\|62.80\|44577;2026-03-24\|66.68\|4.88\|64.79\|66.98\|64.72\|36004;2026-03-25\|68.29\|2.41\|66.83\|68.58\|66.78\|25691;2026-03-26\|67.03\|-1.85\|67.87\|68.63\|66.35\|15813;2026-03-27\|67.73\|1.04\|66.00\|68.60\|65.51\|15450;2026-03-30\|68.36\|0.93\|67.56\|68.85\|66.44\|23513;2026-03-31\|65.70\|-3.89\|68.92\|68.92\|65.69\|23603;2026-04-01\|67.44\|2.65\|67.02\|68.17\|66.72\|21418;2026-04-02\|65.30\|-3.17\|67.95\|67.95\|64.74\|19875;2026-04-03\|64.40\|-1.38\|65.20\|66.56\|64.10\|13716;2026-04-07\|65.65\|1.94\|65.23\|66.51\|64.23\|21755;2026-04-08\|72.75\|10.81\|68.00\|72.75\|67.74\|42932;2026-04-09\|72.88\|0.18\|72.00\|74.27\|70.50\|25220;2026-04-10\|73.04\|0.22\|72.82\|74.46\|72.82\|26256;2026-04-13\|77.88\|6.63\|73.20\|79.58\|73.20\|67465;2026-04-14\|83.75\|7.54\|79.96\|85.20\|79.96\|94405;2026-04-29\|100.50\|20.00\|100.50\|100.50\|100.50\|24033;2026-04-30\|120.60\|20.00\|110.00\|120.60\|105.58\|241160;2026-05-06\|122.59\|1.65\|123.00\|125.98\|113.68\|219619;2026-05-07\|128.00\|4.41\|123.00\|133.33\|123.00\|152290;2026-05-08\|127.47\|-0.41\|126.00\|130.79\|121.23\|140284;2026-05-11\|134.11\|5.21\|130.00\|136.50\|127.55\|144807;2026-05-12\|132.20\|-1.42\|137.00\|137.77\|130.00\|113373;2026-05-13\|129.88\|-1.75\|130.02\|133.59\|127.56\|88108;2026-05-14\|130.00\|0.09\|134.53\|135.90\|125.67\|96477;2026-05-15\|133.70\|2.85\|131.97\|139.00\|127.50\|132314;2026-05-18\|139.88\|4.62\|132.96\|141.66\|132.96\|113715;2026-05-19\|146.20\|4.52\|138.77\|146.58\|134.50\|123765;2026-05-20\|160.00\|9.44\|146.10\|164.01\|146.00\|157270;2026-05-21\|149.00\|-6.88\|159.90\|163.47\|147.96\|129319;2026-05-22\|168.50\|13.09\|153.70\|168.87\|152.15\|102558;2026-05-25\|172.98\|2.66\|178.00\|179.00\|170.02\|95650;2026-05-26\|165.20\|-4.50\|173.50\|173.98\|160.00\|80243;2026-05-27\|170.76\|3.37\|162.01\|175.49\|158.01\|90532;2026-05-28\|191.48\|12.13\|165.57\|195.50\|165.57\|94345;2026-05-29\|178.70\|-6.67\|192.28\|195.00\|177.00\|71303;2026-06-01\|168.30\|-5.82\|178.00\|183.53\|167.00\|78202;2026-06-02\|180.36\|7.17\|168.11\|182.00\|162.80\|76059;2026-06-03\|185.26\|2.72\|181.00\|195.33\|178.88\|74746;2026-06-04\|198.98\|7.41\|182.16\|203.00\|177.07\|77954;2026-06-05\|195.17\|-1.91\|202.96\|215.00\|190.00\|78219;2026-06-08\|181.49\|-7.01\|180.89\|191.80\|178.10\|74871;2026-06-09\|180.20\|-0.71\|187.00\|191.58\|175.00\|71186;2026-06-10\|175.49\|-2.29\|178.30\|179.88\|171.00\|48948;2026-06-11\|171.50\|-2.27\|173.71\|181.46\|168.58\|47463;2026-06-12\|165.24\|-3.65\|180.00\|180.00\|159.00\|109419;2026-06-15\|174.65\|5.69\|164.50\|174.99\|161.00\|74957;2026-06-16\|180.29\|3.23\|175.00\|182.35\|168.21\|80558;2026-06-17\|181.30\|0.56\|177.00\|186.00\|175.00\|65291;2026-06-18\|181.88\|0.32\|183.99\|188.15\|179.77\|63418;2026-06-22\|175.10\|-3.73\|182.50\|182.85\|168.03\|78911;2026-06-23\|161.20\|-7.94\|175.50\|176.00\|158.00\|91986;2026-06-24\|166.52\|3.30\|164.00\|169.68\|157.31\|69524;2026-06-25\|166.71\|0.11\|169.84\|169.84\|158.11\|70386;2026-06-26\|170.70\|2.39\|165.00\|177.33\|162.01\|77227;2026-06-29\|167.00\|-2.17\|170.71\|177.60\|161.01\|55762;2026-06-30\|177.84\|6.49\|167.00\|179.77\|165.30\|81085;2026-07-01\|171.11\|-3.78\|183.00\|184.98\|169.00\|86605;2026-07-02\|170.00\|-0.65\|165.65\|183.78\|161.26\|100066;2026-07-03\|180.00\|5.88\|170.00\|187.11\|167.30\|92657;2026-07-06\|176.30\|-2.06\|185.60\|189.90\|168.68\|98452;2026-07-07\|169.12\|-4.07\|175.78\|175.99\|165.30\|60880;2026-07-08\|176.40\|4.30\|169.12\|183.83\|169.00\|78545;2026-07-09\|194.60\|10.32\|180.00\|195.92\|179.22\|110166;2026-07-10\|178.86\|-8.09\|199.05\|199.05\|176.00\|87218;2026-07-13\|159.25\|-10.96\|170.00\|178.99\|158.50\|76653;2026-07-14\|164.24\|3.13\|160.14\|166.69\|155.22\|55831;2026-07-15\|155.50\|-5.32\|167.33\|173.65\|154.01\|54976;2026-07-16\|142.50\|-8.36\|152.10\|159.00\|140.00\|72866;2026-07-17\|132.32\|-7.14\|143.00\|145.54\|131.45\|75419;2026-07-20\|118.00\|-10.82\|139.15\|140.96\|112.73\|114068;2026-07-21\|131.00\|11.02\|121.53\|132.50\|113.84\|92870;2026-07-22\|126.50\|-3.44\|130.99\|133.78\|125.12\|59278;2026-07-23\|123.74\|-2.18\|129.02\|129.98\|122.00\|40481;2026-07-24\|123.42\|-0.26\|124.25\|126.38\|121.30\|39551
41492	上半年存储涨价仍将持续	存储芯片+分销+机器人行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年4月24日年报，公司新增铠侠等国际存储原厂代理，并购立功科技获NXP、瑞芯微等21条MCU及存储芯片线，主动元器件销售占比升至60%，深度绑定AI服务器、光模块、机器人头部客户。 2、据2026年5月6日业绩说明会，公司已向智元、埃斯顿、宇树、追觅、优必选等机器人企业批量交付阻容感、处理器、存储器、功率器件，控股子公司立功科技推出从“小脑”中枢到“指尖”执行的全栈机器人方案并获客户落地。 3、据2026年4月24日年报及2026年5月11日互动易，公司2025年营收85.48亿元、净利3.03亿元，同比增30.59%、327.78%；2026Q1营收37.93亿元、净利2.57亿元，同比增106.11%、600.35%，业绩持续高增。	公司目前代理销售存储器件、模拟器件、功率器件、电源管理芯片等各品类芯片产品，合作品牌涵盖兆易创新、安世半导体、思瑞浦、杰华特等国内外行业领先企业	2026-03-17\|18.78\|8.12\|17.67\|19.44\|17.50\|1027912;2026-03-18\|18.65\|-0.69\|18.77\|18.95\|18.20\|713548;2026-03-19\|18.56\|-0.48\|18.32\|19.60\|17.78\|819092;2026-03-20\|18.02\|-2.91\|18.94\|19.30\|17.93\|720317;2026-03-23\|16.56\|-8.10\|17.90\|17.98\|16.40\|614720;2026-03-24\|17.74\|7.13\|17.39\|17.83\|16.50\|574036;2026-03-25\|19.33\|8.96\|18.88\|20.55\|18.30\|973131;2026-03-26\|18.39\|-4.86\|19.00\|19.13\|18.26\|590065;2026-03-27\|18.20\|-1.03\|17.71\|18.62\|17.53\|436942;2026-03-30\|17.78\|-2.31\|17.57\|18.21\|17.57\|337030;2026-03-31\|17.16\|-3.49\|17.40\|17.59\|16.53\|427712;2026-04-01\|17.91\|4.37\|17.58\|18.55\|17.21\|624540;2026-04-02\|17.43\|-2.68\|18.61\|18.63\|17.26\|412735;2026-04-03\|17.03\|-2.29\|17.61\|17.87\|16.75\|342862;2026-04-07\|18.08\|6.17\|17.10\|18.85\|17.03\|499445;2026-04-08\|20.05\|10.90\|19.00\|20.20\|18.42\|650171;2026-04-09\|20.60\|2.74\|19.65\|21.75\|19.59\|714498;2026-04-10\|21.05\|2.18\|20.90\|21.52\|20.61\|542052;2026-04-13\|20.78\|-1.28\|21.22\|21.88\|20.53\|423223;2026-04-14\|20.95\|0.82\|21.17\|21.36\|20.63\|408714;2026-04-15\|20.01\|-4.49\|20.81\|20.95\|19.85\|376215;2026-04-16\|20.60\|2.95\|20.00\|20.97\|19.68\|421374;2026-04-17\|20.38\|-1.07\|20.40\|20.79\|20.15\|301853;2026-04-20\|20.45\|0.34\|20.55\|20.67\|20.15\|309747;2026-04-21\|20.75\|1.47\|20.33\|21.22\|19.84\|452177;2026-04-22\|21.25\|2.41\|20.70\|21.48\|20.55\|504334;2026-04-23\|20.74\|-2.40\|21.32\|21.37\|20.26\|500345;2026-04-24\|19.36\|-6.65\|21.07\|21.31\|18.59\|960515;2026-04-27\|20.07\|3.67\|19.67\|20.55\|19.67\|682237;2026-04-28\|19.81\|-1.30\|19.78\|20.25\|19.55\|422731;2026-04-29\|20.00\|0.96\|19.60\|20.55\|19.53\|403723;2026-04-30\|20.46\|2.30\|20.17\|21.02\|19.88\|521886;2026-05-06\|22.89\|11.88\|21.28\|23.77\|21.28\|951605;2026-05-07\|23.60\|3.10\|22.80\|24.24\|22.50\|727120;2026-05-08\|23.12\|-2.03\|23.20\|23.78\|23.08\|449005;2026-05-11\|23.66\|2.34\|24.00\|24.68\|23.57\|606120;2026-05-12\|22.61\|-4.44\|23.58\|23.64\|22.51\|446779;2026-05-13\|24.33\|7.61\|22.25\|24.92\|22.00\|637625;2026-05-14\|22.84\|-6.12\|24.02\|24.16\|22.81\|522919;2026-05-15\|22.20\|-2.80\|23.03\|23.51\|21.92\|437294;2026-05-18\|23.84\|7.39\|23.58\|25.40\|23.40\|920045;2026-05-19\|23.70\|-0.59\|23.50\|23.83\|22.61\|677512;2026-05-20\|23.46\|-1.01\|23.67\|24.68\|23.14\|584788;2026-05-21\|21.62\|-7.84\|23.80\|23.90\|21.40\|640670;2026-05-22\|22.80\|5.46\|21.96\|23.26\|21.80\|546115;2026-05-25\|27.36\|20.00\|23.45\|27.36\|23.33\|1081058;2026-05-26\|29.06\|6.21\|27.84\|29.37\|27.34\|1342689;2026-05-27\|31.30\|7.71\|28.93\|32.66\|28.90\|1089855;2026-05-28\|37.55\|19.97\|32.10\|37.56\|32.10\|1277304;2026-05-29\|35.88\|-4.45\|37.00\|38.36\|35.20\|1103490;2026-06-01\|38.51\|7.54\|37.01\|41.21\|37.01\|1002352;2026-06-02\|43.41\|12.72\|38.60\|44.91\|37.50\|1079424;2026-06-03\|42.69\|-1.66\|41.62\|44.43\|41.62\|992015;2026-06-04\|43.51\|1.92\|42.14\|43.74\|40.86\|907302;2026-06-05\|44.80\|2.96\|42.14\|45.25\|41.90\|1072828;2026-06-08\|41.60\|-7.14\|43.01\|48.98\|41.44\|1387938;2026-06-09\|45.47\|9.30\|43.93\|47.99\|40.36\|1342828;2026-06-10\|39.78\|-12.51\|43.00\|43.19\|39.20\|990843;2026-06-11\|38.70\|-2.71\|39.21\|41.09\|37.74\|835757;2026-06-12\|36.00\|-6.98\|40.32\|40.35\|35.82\|824177;2026-06-15\|40.66\|12.94\|38.50\|41.80\|36.72\|821786;2026-06-16\|40.19\|-1.16\|41.47\|41.74\|39.92\|714918;2026-06-17\|41.25\|2.64\|39.87\|41.49\|39.20\|848062;2026-06-18\|43.30\|4.97\|40.65\|44.55\|40.50\|1136969;2026-06-22\|42.64\|-1.52\|44.04\|44.04\|40.71\|1091080;2026-06-23\|40.06\|-6.05\|41.30\|42.70\|39.50\|765197;2026-06-24\|40.60\|1.35\|39.11\|41.68\|38.60\|669767;2026-06-25\|42.92\|5.71\|41.14\|43.98\|38.80\|1091872;2026-06-26\|42.00\|-2.14\|41.08\|44.19\|39.94\|888466;2026-06-29\|44.49\|5.93\|43.45\|47.26\|40.05\|1151618;2026-06-30\|51.75\|16.32\|44.00\|51.98\|43.30\|1305097;2026-07-01\|50.61\|-2.20\|52.50\|53.75\|47.66\|1201295;2026-07-02\|45.90\|-9.31\|46.01\|48.75\|43.33\|892382;2026-07-03\|42.02\|-8.45\|44.51\|45.90\|41.66\|777096;2026-07-06\|39.09\|-6.97\|42.13\|42.86\|38.35\|677783;2026-07-07\|37.37\|-4.40\|39.16\|39.54\|36.68\|505043;2026-07-08\|34.73\|-7.06\|37.15\|37.94\|34.38\|534092;2026-07-09\|37.55\|8.12\|35.80\|39.57\|35.80\|776778;2026-07-10\|35.70\|-4.93\|37.61\|39.72\|35.30\|690193;2026-07-13\|31.91\|-10.62\|35.37\|36.01\|31.47\|661996;2026-07-14\|33.37\|4.58\|32.16\|33.86\|30.86\|493094;2026-07-15\|30.86\|-7.52\|33.99\|34.40\|30.62\|458414;2026-07-16\|28.85\|-6.51\|30.01\|31.10\|28.50\|477285;2026-07-17\|25.58\|-11.33\|28.91\|29.66\|25.37\|533341;2026-07-20\|23.34\|-8.76\|26.99\|27.50\|22.21\|648115;2026-07-21\|27.05\|15.90\|23.82\|27.30\|20.25\|920001;2026-07-22\|26.08\|-3.59\|26.78\|27.94\|25.82\|660856;2026-07-23\|26.06\|-0.08\|26.54\|27.70\|25.72\|520225;2026-07-24\|25.85\|-0.81\|25.58\|26.49\|24.64\|454227
41491	上半年存储涨价仍将持续	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-03-17\|47.66\|-6.48\|51.08\|51.59\|47.36\|113226;2026-03-18\|48.73\|2.25\|48.00\|49.19\|47.36\|66956;2026-03-19\|46.21\|-5.17\|48.00\|48.50\|45.88\|89545;2026-03-20\|45.01\|-2.60\|47.00\|47.24\|44.77\|83513;2026-03-23\|43.65\|-3.02\|44.30\|45.87\|43.00\|107729;2026-03-24\|44.35\|1.60\|44.32\|44.95\|42.51\|90874;2026-03-25\|49.85\|12.40\|45.67\|51.14\|45.67\|195501;2026-03-26\|48.33\|-3.05\|49.47\|50.40\|47.92\|99605;2026-03-27\|52.46\|8.55\|47.90\|54.40\|46.80\|207227;2026-03-30\|52.90\|0.84\|52.36\|53.46\|50.48\|136245;2026-03-31\|51.30\|-3.02\|52.90\|53.75\|51.15\|111869;2026-04-01\|53.32\|3.94\|53.50\|54.38\|51.32\|129474;2026-04-02\|51.68\|-3.08\|53.03\|53.50\|50.61\|91337;2026-04-03\|51.97\|0.56\|52.04\|52.50\|50.58\|87240;2026-04-07\|55.30\|6.41\|52.06\|56.51\|52.06\|147745;2026-04-08\|61.34\|10.92\|57.01\|61.76\|56.82\|186061;2026-04-09\|63.22\|3.06\|61.70\|64.88\|60.56\|165519;2026-04-10\|64.39\|1.85\|64.90\|67.77\|63.96\|165712;2026-04-13\|63.08\|-2.03\|64.67\|67.80\|62.88\|197375;2026-04-14\|63.63\|0.87\|63.59\|65.58\|62.70\|132704;2026-04-15\|67.55\|6.16\|64.00\|70.38\|64.00\|184014;2026-04-16\|67.73\|0.27\|67.64\|68.49\|65.64\|104949;2026-04-17\|66.70\|-1.52\|67.44\|68.30\|65.70\|114817;2026-04-20\|66.32\|-0.57\|68.40\|68.40\|65.11\|112608;2026-04-21\|65.33\|-1.49\|65.90\|66.38\|64.41\|88654;2026-04-22\|69.54\|6.44\|65.30\|71.17\|64.48\|157058;2026-04-23\|71.63\|3.01\|70.24\|73.50\|68.51\|180856;2026-04-24\|83.10\|16.01\|75.00\|84.70\|70.48\|369641;2026-04-27\|84.38\|1.54\|82.41\|85.99\|79.80\|267990;2026-04-28\|80.60\|-4.48\|83.57\|85.60\|79.68\|192629;2026-04-29\|79.53\|-1.33\|80.58\|80.59\|77.10\|161947;2026-04-30\|92.88\|16.79\|79.53\|94.98\|78.80\|307769;2026-05-06\|95.99\|3.35\|94.93\|98.91\|92.02\|313397;2026-05-07\|96.45\|0.48\|95.98\|101.01\|94.56\|219372;2026-05-08\|93.77\|-2.78\|95.00\|96.00\|93.00\|140811;2026-05-11\|104.59\|11.54\|96.80\|108.97\|96.80\|263458;2026-05-12\|110.12\|5.29\|102.44\|111.88\|102.22\|213890;2026-05-13\|109.10\|-0.93\|107.10\|110.76\|104.01\|197794;2026-05-14\|103.50\|-5.13\|110.18\|111.80\|103.50\|178479;2026-05-15\|96.36\|-6.90\|105.13\|105.48\|94.72\|347019;2026-05-18\|94.83\|-1.59\|95.52\|97.77\|92.58\|197575;2026-05-19\|101.78\|7.33\|95.29\|102.42\|92.30\|245578;2026-05-20\|101.86\|0.08\|101.00\|103.14\|98.50\|166372;2026-05-21\|95.05\|-6.69\|102.00\|103.85\|94.00\|168008;2026-05-22\|96.50\|1.53\|95.99\|98.36\|93.21\|157795;2026-05-25\|103.20\|6.94\|102.00\|106.98\|98.22\|209731;2026-05-26\|99.34\|-3.74\|103.30\|104.87\|96.06\|177138;2026-05-27\|97.74\|-1.61\|102.00\|105.00\|97.27\|166895;2026-05-28\|103.50\|5.89\|96.94\|105.44\|95.16\|180231;2026-05-29\|95.66\|-7.57\|103.41\|103.47\|94.20\|246751;2026-06-01\|88.92\|-7.05\|94.96\|97.00\|88.46\|197829;2026-06-02\|98.78\|11.09\|90.50\|101.80\|90.00\|216698;2026-06-03\|98.00\|-0.79\|99.70\|103.50\|96.18\|159274;2026-06-04\|97.60\|-0.41\|99.50\|101.12\|95.56\|137262;2026-06-05\|92.39\|-5.34\|96.16\|98.00\|91.62\|138912;2026-06-08\|86.42\|-6.46\|86.10\|91.28\|84.50\|180194;2026-06-09\|103.70\|20.00\|91.98\|103.70\|91.07\|188478;2026-06-10\|109.28\|5.38\|105.00\|113.70\|105.00\|326088;2026-06-11\|124.66\|14.07\|111.72\|129.86\|111.72\|318706;2026-06-12\|117.31\|-5.90\|126.57\|127.28\|117.00\|191479;2026-06-15\|129.90\|10.73\|122.50\|132.00\|118.60\|185877;2026-06-16\|136.52\|5.10\|133.23\|139.00\|128.37\|190554;2026-06-17\|135.40\|-0.82\|133.99\|138.99\|132.16\|133877;2026-06-18\|142.93\|5.56\|138.00\|148.24\|137.83\|151653;2026-06-22\|141.12\|-1.27\|142.96\|147.00\|137.01\|151187;2026-06-23\|137.00\|-2.92\|137.51\|141.98\|134.50\|118882;2026-06-24\|143.47\|4.72\|137.50\|147.18\|135.89\|128208;2026-06-25\|146.88\|2.38\|146.00\|148.59\|141.47\|127791;2026-06-26\|146.80\|-0.05\|145.00\|153.99\|143.13\|142970;2026-06-29\|142.56\|-2.89\|145.21\|149.89\|134.12\|138128;2026-06-30\|153.50\|7.67\|141.11\|155.60\|138.14\|133990;2026-07-01\|148.54\|-3.23\|155.99\|163.50\|147.00\|118848;2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|200537;2026-07-22\|143.75\|4.65\|138.00\|155.00\|138.00\|270760;2026-07-23\|135.33\|-5.86\|144.97\|147.77\|133.80\|148689;2026-07-24\|134.03\|-0.96\|134.51\|139.68\|132.10\|139213
41490	上半年存储涨价仍将持续	涨停揭秘：华为昇腾/麒麟芯片放量叠加存储涨价，公司作为海思长期代理与存储分销商同步受益；涨停缘由：上半年存储涨价仍将持续，全资子公司鼎芯无限为海思重要代理渠道，同时代理三星、长鑫存储相关产品，渠道协同效应增强；资金逻辑：低估值+高弹性特征明显，4月8日涨停获散户与游资合力推动，成交额放大至近三月均值180%；风险提示：代理业务受原厂政策影响大，海思出货节奏存在不确定性，且公司应收账款周转压力需持续跟踪	全资子公司鼎芯无限自2009年开始代理华为海思芯片，并一直作为海思对外芯片销售和技术服务的重要代理渠道	2026-03-17\|11.01\|-2.22\|11.25\|11.25\|11.00\|604651;2026-03-18\|11.64\|5.72\|11.15\|11.80\|11.11\|1635715;2026-03-19\|11.57\|-0.60\|11.28\|11.74\|11.28\|1071009;2026-03-20\|11.07\|-4.32\|11.56\|11.60\|11.05\|909318;2026-03-23\|10.56\|-4.61\|10.63\|11.10\|10.41\|768976;2026-03-24\|11.03\|4.45\|10.76\|11.10\|10.32\|865702;2026-03-25\|11.37\|3.08\|11.05\|11.44\|10.95\|939051;2026-03-26\|10.94\|-3.78\|11.25\|11.27\|10.86\|629653;2026-03-27\|11.00\|0.55\|10.66\|11.23\|10.52\|645659;2026-03-30\|11.19\|1.73\|10.88\|11.25\|10.52\|776980;2026-03-31\|10.80\|-3.49\|11.13\|11.21\|10.80\|568076;2026-04-01\|11.06\|2.41\|11.19\|11.42\|10.85\|806158;2026-04-02\|10.50\|-5.06\|11.20\|11.22\|10.42\|739232;2026-04-03\|10.34\|-1.52\|10.58\|10.65\|10.31\|449149;2026-04-07\|10.46\|1.16\|10.40\|10.80\|10.39\|399932;2026-04-08\|11.64\|11.28\|10.77\|11.68\|10.77\|1730119;2026-04-09\|11.56\|-0.69\|11.56\|11.69\|11.48\|933816;2026-04-10\|11.37\|-1.64\|11.67\|11.79\|11.36\|700162;2026-04-13\|11.56\|1.67\|11.27\|11.65\|11.27\|609766;2026-04-14\|11.72\|1.38\|11.80\|11.91\|11.56\|1166254;2026-04-15\|11.45\|-2.30\|11.72\|11.75\|11.40\|738359;2026-04-16\|11.93\|4.19\|11.50\|11.97\|11.45\|1073789;2026-04-17\|12.63\|5.87\|11.93\|12.69\|11.86\|1860847;2026-04-20\|12.95\|2.53\|13.18\|13.48\|12.84\|2583498;2026-04-21\|12.63\|-2.47\|12.85\|12.95\|12.47\|1375830;2026-04-22\|13.49\|6.81\|12.60\|13.64\|12.58\|1897158;2026-04-23\|13.07\|-3.11\|13.38\|13.62\|12.98\|1351835;2026-04-24\|13.70\|4.82\|12.99\|13.71\|12.69\|1952353;2026-04-27\|13.52\|-1.31\|13.60\|13.65\|13.32\|1697170;2026-04-28\|13.24\|-2.07\|13.50\|13.50\|12.99\|1216650;2026-04-29\|13.18\|-0.45\|13.02\|13.22\|12.94\|930295;2026-04-30\|13.35\|1.29\|13.13\|13.68\|13.05\|1423240;2026-05-06\|13.90\|4.12\|13.81\|14.18\|13.60\|1646087;2026-05-07\|15.16\|9.06\|13.88\|15.59\|13.86\|1938980;2026-05-08\|14.91\|-1.65\|14.82\|15.11\|14.73\|1263195;2026-05-11\|15.02\|0.74\|15.17\|15.75\|14.93\|1430330;2026-05-12\|14.62\|-2.66\|14.92\|15.08\|14.47\|951318;2026-05-13\|14.97\|2.39\|14.36\|15.18\|14.31\|899187;2026-05-14\|14.56\|-2.74\|14.98\|15.30\|14.56\|847465;2026-05-15\|14.16\|-2.75\|14.57\|14.92\|13.98\|933028;2026-05-18\|14.69\|3.74\|14.40\|15.10\|14.36\|1000958;2026-05-19\|15.12\|2.93\|14.95\|15.14\|14.48\|1160624;2026-05-20\|15.35\|1.52\|15.20\|16.07\|15.11\|1350500;2026-05-21\|14.14\|-7.88\|15.53\|15.63\|14.13\|1405110;2026-05-22\|14.68\|3.82\|14.40\|14.76\|14.28\|828570;2026-05-25\|16.47\|12.19\|14.90\|16.95\|14.90\|1938181;2026-05-26\|15.76\|-4.31\|16.16\|16.21\|15.42\|1353990;2026-05-27\|15.06\|-4.44\|16.00\|16.17\|14.94\|1235281;2026-05-28\|17.14\|13.81\|15.11\|17.53\|15.11\|2004250;2026-05-29\|16.49\|-3.79\|17.32\|18.40\|16.23\|2344871;2026-06-01\|15.86\|-3.82\|16.20\|16.88\|15.79\|1535666;2026-06-02\|18.26\|15.13\|15.99\|19.03\|15.99\|2909914;2026-06-03\|17.83\|-2.35\|18.27\|18.73\|17.51\|2138374;2026-06-04\|18.14\|1.74\|17.65\|18.59\|17.61\|1680064;2026-06-05\|17.00\|-6.28\|17.61\|17.81\|16.88\|1683565;2026-06-08\|15.64\|-8.00\|15.79\|16.59\|15.45\|1372614;2026-06-09\|16.62\|6.27\|16.25\|17.14\|15.90\|1393275;2026-06-10\|15.57\|-6.32\|16.20\|16.26\|15.33\|1125834;2026-06-11\|14.97\|-3.85\|15.51\|15.68\|14.78\|1110947;2026-06-12\|14.21\|-5.08\|15.56\|15.97\|14.14\|1395306;2026-06-15\|15.80\|11.19\|14.62\|15.85\|14.62\|1563429;2026-06-16\|16.28\|3.04\|15.80\|16.78\|15.69\|1361301;2026-06-17\|16.91\|3.87\|15.81\|17.00\|15.81\|1265312;2026-06-18\|17.18\|1.60\|17.06\|17.44\|16.80\|1149199;2026-06-22\|17.05\|-0.76\|17.40\|17.48\|16.47\|1231123;2026-06-23\|17.07\|0.12\|16.85\|17.66\|16.57\|1069557;2026-06-24\|17.27\|1.17\|16.80\|17.41\|16.56\|1172206;2026-06-25\|18.17\|5.21\|17.55\|18.48\|17.18\|1900818;2026-06-26\|17.27\|-4.95\|17.76\|18.06\|17.03\|1233651;2026-06-29\|16.73\|-3.13\|17.35\|17.92\|16.09\|1234255;2026-06-30\|17.55\|4.90\|16.66\|17.60\|16.28\|1049785;2026-07-01\|16.85\|-3.99\|17.55\|18.10\|16.68\|1242635;2026-07-02\|16.31\|-3.20\|16.10\|17.33\|15.50\|1106905;2026-07-03\|15.73\|-3.56\|16.16\|16.44\|15.70\|867053;2026-07-06\|15.91\|1.14\|16.10\|16.49\|15.50\|836583;2026-07-07\|15.85\|-0.38\|15.92\|16.22\|15.50\|758600;2026-07-08\|15.05\|-5.05\|15.63\|16.00\|14.52\|970008;2026-07-09\|15.58\|3.52\|15.35\|15.62\|14.68\|829430;2026-07-10\|16.83\|8.02\|15.63\|18.30\|15.58\|2090276;2026-07-13\|14.69\|-12.72\|16.44\|16.89\|14.57\|1345758;2026-07-14\|14.75\|0.41\|14.88\|15.04\|13.76\|1069911;2026-07-15\|13.45\|-8.81\|15.01\|15.26\|13.34\|1091200;2026-07-16\|12.84\|-4.54\|13.09\|13.50\|12.68\|834499;2026-07-17\|11.52\|-10.28\|12.68\|12.78\|11.40\|927984;2026-07-20\|11.70\|1.56\|12.56\|12.68\|11.13\|1116605;2026-07-21\|12.45\|6.41\|11.70\|12.49\|10.75\|1304372;2026-07-22\|11.87\|-4.66\|12.21\|12.46\|11.85\|1011335;2026-07-23\|12.10\|1.94\|12.04\|12.27\|11.85\|684901;2026-07-24\|12.18\|0.66\|11.80\|12.39\|11.57\|863323
41489	上半年存储涨价仍将持续	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-03-17\|42.22\|-6.59\|45.20\|45.72\|42.00\|26479;2026-03-18\|43.37\|2.72\|42.68\|43.42\|42.41\|18700;2026-03-19\|42.00\|-3.16\|42.93\|43.27\|41.80\|19366;2026-03-20\|41.59\|-0.98\|42.85\|42.98\|41.51\|17502;2026-03-23\|38.70\|-6.95\|40.20\|41.21\|38.28\|23897;2026-03-24\|41.37\|6.90\|40.00\|41.56\|39.40\|33742;2026-03-25\|45.02\|8.82\|41.10\|45.55\|41.10\|42021;2026-03-26\|43.73\|-2.87\|46.20\|47.08\|43.58\|50695;2026-03-27\|43.64\|-0.21\|43.59\|44.66\|42.51\|31736;2026-03-30\|42.33\|-3.00\|43.68\|43.75\|42.00\|22032;2026-03-31\|40.70\|-3.85\|42.40\|42.93\|40.70\|18480;2026-04-01\|41.62\|2.26\|41.94\|42.69\|41.26\|17858;2026-04-02\|41.70\|0.19\|41.61\|42.50\|40.81\|23794;2026-04-03\|41.04\|-1.58\|42.17\|42.97\|41.00\|16374;2026-04-07\|42.41\|3.34\|41.39\|42.88\|41.08\|22151;2026-04-08\|47.20\|11.29\|43.83\|47.35\|43.83\|58992;2026-04-09\|48.65\|3.07\|46.56\|49.49\|46.00\|56609;2026-04-10\|50.92\|4.67\|49.57\|51.88\|48.00\|71784;2026-04-13\|51.90\|1.92\|50.66\|52.11\|49.65\|47477;2026-04-14\|54.38\|4.78\|54.46\|54.98\|52.31\|63969;2026-04-15\|55.20\|1.51\|56.05\|57.68\|54.39\|67552;2026-04-16\|56.99\|3.24\|55.20\|57.50\|44.20\|59746;2026-04-17\|68.39\|20.00\|58.88\|68.39\|57.50\|142779;2026-04-20\|70.25\|2.72\|68.87\|74.01\|65.43\|159070;2026-04-21\|73.11\|4.07\|72.10\|74.74\|70.40\|125673;2026-04-22\|72.39\|-0.98\|74.93\|78.68\|70.92\|96544;2026-04-23\|78.21\|8.04\|73.66\|80.88\|73.00\|100454;2026-04-24\|77.78\|-0.55\|78.67\|79.93\|75.88\|70108;2026-04-27\|75.98\|-2.31\|78.30\|79.21\|74.61\|59836;2026-04-28\|66.77\|-12.12\|71.76\|71.90\|64.20\|107961;2026-04-29\|69.31\|3.80\|67.09\|70.80\|65.81\|68614;2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344
41488	上半年存储涨价仍将持续	一季报预增+算力租赁+光模块行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年4月13日公告，公司预计2026年第一季度归母净利润6.5亿元至8.5亿元，同比增长284.14%至402.33%，主要因智能算力产品及服务业务迎来大幅增长，前期布局的多个算力集群项目陆续完成交付并进入计费阶段。 2、据2026年4月11日公告，公司拟使用5.1亿元增资取得光为科技广州有限公司51%股权，以进入光芯片、光模块赛道，完善“智能终端+云算力+光器件”全产业链布局。 3、据2026年3月17日披露的2025年年报，公司2025年营收122.36亿元、净利11.64亿元，分别同比增长65.13%、68.32%，其中智能算力产品及服务收入27.61亿元，同比增长1727.17%。	公司专注于物联网智能终端和数据存储设备研发生产的企业，通过子公司协创芯片（上海）有限公司自研存储主控芯片和存储芯片，应用于其机械硬盘、固态硬盘等存储设备产品中	2026-03-17\|232.01\|-6.83\|245.77\|246.55\|231.18\|99700;2026-03-18\|252.02\|8.62\|237.80\|252.58\|235.01\|129599;2026-03-19\|257.60\|2.21\|245.69\|263.68\|243.24\|125727;2026-03-20\|219.25\|-14.89\|261.49\|262.99\|206.08\|396528;2026-03-23\|208.53\|-4.89\|214.15\|215.29\|205.73\|211292;2026-03-24\|207.45\|-0.52\|211.04\|211.97\|200.55\|117256;2026-03-25\|224.70\|8.32\|211.30\|230.00\|211.23\|141399;2026-03-26\|215.27\|-4.20\|224.40\|224.60\|213.23\|88699;2026-03-27\|212.58\|-1.25\|210.11\|215.35\|208.60\|78474;2026-03-30\|214.80\|1.04\|209.66\|219.66\|208.91\|80168;2026-03-31\|209.32\|-2.55\|216.80\|217.45\|206.81\|76331;2026-04-01\|220.30\|5.25\|216.02\|222.00\|212.48\|107698;2026-04-02\|208.36\|-5.42\|218.98\|219.30\|208.25\|79143;2026-04-03\|208.00\|-0.17\|211.00\|217.35\|207.00\|71759;2026-04-07\|206.72\|-0.62\|209.74\|216.68\|206.25\|65361;2026-04-08\|230.85\|11.67\|217.00\|233.10\|214.84\|166436;2026-04-09\|231.11\|0.11\|227.00\|233.99\|225.50\|96029;2026-04-10\|208.25\|-9.89\|235.10\|235.11\|203.02\|177970;2026-04-13\|208.00\|-0.12\|216.76\|219.96\|203.80\|216115;2026-04-14\|249.60\|20.00\|240.06\|249.60\|240.06\|170763;2026-04-15\|280.69\|12.46\|280.19\|288.68\|268.98\|407281;2026-04-16\|319.00\|13.65\|282.00\|320.92\|282.00\|337243;2026-04-17\|316.90\|-0.66\|309.74\|322.00\|305.08\|261793;2026-04-20\|307.99\|-2.81\|308.00\|312.66\|302.00\|248546;2026-04-21\|304.57\|-1.11\|304.69\|307.00\|290.00\|191935;2026-04-22\|260.76\|19.99\|219.96\|260.77\|219.93\|415961;2026-04-23\|257.11\|-1.40\|259.01\|268.00\|253.80\|391589;2026-04-24\|264.18\|2.75\|255.00\|268.88\|250.89\|351526;2026-04-27\|258.00\|-2.34\|266.00\|267.49\|251.88\|278086;2026-04-28\|261.00\|1.16\|261.85\|276.00\|253.91\|394531;2026-04-29\|271.77\|4.13\|255.01\|279.98\|255.01\|350090;2026-04-30\|259.70\|-4.44\|267.55\|270.00\|258.79\|290565;2026-05-06\|281.41\|8.36\|266.20\|294.84\|264.16\|349691;2026-05-07\|284.99\|1.27\|284.65\|289.41\|274.80\|291676;2026-05-08\|284.50\|-0.17\|277.30\|293.98\|276.19\|250206;2026-05-11\|283.94\|-0.20\|289.00\|289.98\|269.48\|286102;2026-05-12\|270.57\|-4.71\|282.28\|289.20\|267.80\|296103;2026-05-13\|300.99\|11.24\|266.00\|301.90\|266.00\|365860;2026-05-14\|288.03\|-4.31\|306.00\|308.00\|287.68\|257961;2026-05-15\|274.01\|-4.87\|286.00\|293.00\|270.40\|269363;2026-05-18\|272.10\|-0.70\|274.41\|278.99\|269.99\|201384;2026-05-19\|270.49\|-0.59\|270.50\|273.88\|259.00\|211171;2026-05-20\|272.84\|0.87\|268.00\|280.00\|267.00\|195080;2026-05-21\|258.00\|-5.44\|275.88\|277.00\|256.96\|233405;2026-05-22\|272.00\|5.43\|265.00\|272.60\|257.11\|215711;2026-05-25\|267.03\|-1.83\|270.00\|274.00\|256.23\|258408;2026-05-26\|258.01\|-3.38\|265.10\|266.18\|251.41\|237519;2026-05-27\|246.02\|-4.65\|260.84\|261.98\|243.08\|237190;2026-05-28\|252.30\|2.55\|250.94\|253.52\|243.67\|175755;2026-05-29\|239.65\|-5.01\|254.90\|255.90\|235.01\|197424;2026-06-01\|236.46\|-1.33\|239.63\|251.38\|235.25\|209302;2026-06-02\|235.53\|-0.39\|241.19\|242.68\|226.80\|198401;2026-06-03\|240.00\|1.90\|235.54\|248.44\|233.13\|211731;2026-06-04\|244.34\|1.81\|235.00\|245.84\|235.00\|166781;2026-06-05\|228.47\|-6.50\|238.00\|239.91\|226.71\|222129;2026-06-08\|213.30\|-6.64\|216.24\|221.63\|209.00\|221394;2026-06-09\|221.50\|3.84\|220.00\|222.28\|213.01\|162223;2026-06-10\|222.22\|0.33\|220.00\|226.36\|218.25\|155042;2026-06-11\|218.44\|-1.70\|221.00\|225.22\|215.60\|139773;2026-06-12\|223.70\|2.41\|223.50\|232.50\|219.00\|247422;2026-06-15\|241.00\|7.73\|228.80\|241.50\|228.01\|269996;2026-06-16\|237.50\|-1.45\|241.01\|242.00\|232.35\|261721;2026-06-17\|266.99\|12.42\|239.52\|267.00\|237.50\|358866;2026-06-18\|277.76\|4.03\|268.00\|282.58\|267.50\|317353;2026-06-22\|316.81\|14.06\|283.31\|322.00\|283.31\|387836;2026-06-23\|306.50\|-3.25\|320.00\|322.66\|301.92\|302299;2026-06-24\|340.19\|10.99\|305.00\|345.00\|305.00\|307408;2026-06-25\|341.98\|0.53\|343.08\|355.55\|333.39\|234618;2026-06-26\|332.47\|-2.78\|338.00\|345.28\|326.01\|210933;2026-06-29\|327.83\|-1.40\|332.82\|351.98\|315.00\|224960;2026-06-30\|339.90\|3.68\|330.00\|344.99\|324.50\|205637;2026-07-01\|331.31\|-2.53\|339.00\|343.00\|327.96\|187060;2026-07-02\|293.59\|-11.39\|311.10\|318.50\|292.91\|253383;2026-07-03\|300.41\|2.32\|293.59\|309.80\|289.23\|173803;2026-07-06\|293.36\|-2.35\|302.40\|305.00\|284.44\|150649;2026-07-07\|278.29\|-5.14\|293.00\|296.83\|272.30\|143847;2026-07-08\|281.00\|0.97\|288.54\|291.10\|274.11\|158563;2026-07-09\|292.36\|4.04\|289.00\|295.00\|269.06\|212160;2026-07-10\|277.96\|-4.93\|292.37\|309.65\|276.00\|206975;2026-07-13\|262.83\|-5.44\|275.11\|287.16\|259.34\|182784;2026-07-14\|269.83\|2.66\|261.62\|269.98\|246.00\|195435;2026-07-15\|252.11\|-6.57\|277.98\|278.00\|251.00\|158111;2026-07-16\|234.65\|-6.93\|245.00\|250.48\|231.80\|172389;2026-07-17\|212.76\|-9.33\|234.67\|236.66\|210.01\|210128;2026-07-20\|220.00\|3.40\|224.50\|242.00\|209.00\|324414;2026-07-21\|245.10\|11.41\|223.96\|251.88\|192.75\|411605;2026-07-22\|250.94\|2.38\|240.93\|271.80\|240.73\|374203;2026-07-23\|240.88\|-4.01\|255.01\|261.67\|238.24\|286296;2026-07-24\|230.40\|-4.35\|231.01\|236.66\|225.06\|188628
41487	上半年存储涨价仍将持续	半导体封测+第三代半导体+订单满产 1、据2026年1月29日业绩预告，公司预计2025年净利润3300–4800万元，同比扭亏，主因国产化机械划切设备在先进封装领域放量，2025年三季度起新增订单持续增加且交货量加大。 2、据2026年1月23日机构调研纪要，国产半导体机械划片设备自2025年7月以来已满产运行，大客户订单占国内新增订单约50%，产能利用率与订单同步提升。 3、据2025年10月30日互动易及2025年4月29日年度报告，公司切割划片机已覆盖碳化硅、氮化镓等第三代半导体材料，8英寸激光隐切机即将推向市场，形成设备+核心零部件+耗材的完整国产化能力。	公司主要产品有半导体等微电子器件基体的划片、切割系列设备	2026-03-17\|29.80\|-2.36\|31.18\|31.23\|29.80\|167991;2026-03-18\|31.50\|5.70\|30.02\|32.25\|30.01\|243497;2026-03-19\|30.39\|-3.52\|30.90\|31.38\|30.11\|147689;2026-03-20\|29.16\|-4.05\|30.65\|31.05\|29.08\|165631;2026-03-23\|26.47\|-9.22\|28.00\|28.41\|26.15\|268782;2026-03-24\|27.78\|4.95\|27.37\|27.78\|26.03\|212585;2026-03-25\|27.81\|0.11\|27.94\|29.30\|27.61\|199642;2026-03-26\|27.02\|-2.84\|28.01\|28.01\|26.95\|124111;2026-03-27\|28.40\|5.11\|26.41\|28.93\|26.30\|187297;2026-03-30\|28.55\|0.53\|27.81\|29.02\|27.11\|194431;2026-03-31\|26.98\|-5.50\|28.70\|28.72\|26.88\|153323;2026-04-01\|28.53\|5.75\|28.00\|29.40\|27.81\|229086;2026-04-02\|27.54\|-3.47\|28.05\|28.37\|27.33\|143129;2026-04-03\|27.38\|-0.58\|27.86\|28.56\|27.38\|129659;2026-04-07\|27.80\|1.53\|27.58\|28.66\|27.04\|117741;2026-04-08\|31.10\|11.87\|29.40\|31.27\|28.57\|253694;2026-04-09\|31.48\|1.22\|30.69\|32.30\|30.39\|208867;2026-04-10\|33.43\|6.19\|33.00\|34.90\|32.29\|277664;2026-04-13\|32.57\|-2.57\|32.98\|33.93\|32.36\|195056;2026-04-14\|32.63\|0.18\|32.89\|33.32\|32.00\|213498;2026-04-15\|34.35\|5.27\|32.58\|36.29\|32.45\|289547;2026-04-16\|34.15\|-0.58\|34.35\|34.75\|33.60\|203936;2026-04-17\|34.69\|1.58\|34.22\|35.28\|33.31\|172140;2026-04-20\|33.94\|-2.16\|34.68\|34.68\|33.71\|149643;2026-04-21\|33.55\|-1.15\|33.96\|34.55\|33.38\|135788;2026-04-22\|33.90\|1.04\|33.31\|33.90\|32.68\|118683;2026-04-23\|33.38\|-1.53\|33.68\|34.09\|32.94\|111513;2026-04-24\|34.55\|3.51\|34.35\|36.37\|34.00\|326265;2026-04-27\|36.58\|5.88\|34.77\|37.51\|33.91\|289634;2026-04-28\|37.46\|2.41\|36.25\|38.58\|35.58\|285499;2026-04-29\|36.34\|-2.99\|37.20\|37.79\|36.30\|195388;2026-04-30\|35.87\|-1.29\|36.41\|36.58\|34.91\|218381;2026-05-06\|36.24\|1.03\|36.12\|37.62\|35.92\|225292;2026-05-07\|37.81\|4.33\|36.01\|38.34\|35.79\|293564;2026-05-08\|37.34\|-1.24\|37.00\|38.28\|36.32\|187189;2026-05-11\|39.90\|6.86\|38.00\|41.41\|38.00\|309342;2026-05-12\|37.99\|-4.79\|40.00\|40.00\|37.00\|302821;2026-05-13\|37.91\|-0.21\|37.03\|39.57\|36.70\|317511;2026-05-14\|39.42\|3.98\|38.38\|40.80\|37.96\|352335;2026-05-15\|38.90\|-1.32\|39.01\|41.20\|37.51\|478356;2026-05-18\|39.38\|1.23\|39.01\|40.52\|37.65\|297481;2026-05-19\|41.53\|5.46\|38.50\|41.69\|38.10\|358065;2026-05-20\|42.46\|2.24\|41.20\|42.60\|40.00\|334390;2026-05-21\|37.05\|-12.74\|42.49\|42.90\|36.64\|407533;2026-05-22\|37.96\|2.46\|37.21\|38.38\|35.68\|298114;2026-05-25\|39.63\|4.40\|38.80\|40.20\|37.73\|338957;2026-05-26\|35.42\|-10.62\|39.00\|39.09\|34.58\|393128;2026-05-27\|33.83\|-4.49\|36.66\|36.96\|33.50\|303375;2026-05-28\|35.85\|5.97\|33.38\|36.00\|33.11\|257975;2026-05-29\|33.12\|-7.62\|35.90\|36.09\|32.84\|216718;2026-06-01\|32.48\|-1.93\|33.00\|34.29\|32.30\|177665;2026-06-02\|32.73\|0.77\|32.48\|33.44\|31.53\|137653;2026-06-03\|33.26\|1.62\|33.00\|34.67\|32.74\|190565;2026-06-04\|35.25\|5.98\|33.50\|35.85\|32.96\|263678;2026-06-05\|34.36\|-2.52\|35.00\|35.93\|33.88\|180364;2026-06-08\|32.84\|-4.42\|31.10\|34.64\|31.10\|178984;2026-06-09\|34.15\|3.99\|33.40\|34.35\|32.73\|145908;2026-06-10\|33.79\|-1.05\|33.66\|34.38\|32.88\|149274;2026-06-11\|34.54\|2.22\|33.50\|35.00\|33.36\|160672;2026-06-12\|36.13\|4.60\|37.00\|38.55\|35.87\|325145;2026-06-15\|37.16\|2.85\|36.63\|37.38\|35.95\|245079;2026-06-16\|36.37\|-2.13\|37.15\|37.42\|35.98\|220178;2026-06-17\|37.58\|3.33\|35.60\|37.65\|35.32\|246102;2026-06-18\|37.10\|-1.28\|37.16\|38.15\|36.55\|224249;2026-06-22\|35.97\|-3.05\|37.60\|38.81\|35.68\|307454;2026-06-23\|34.80\|-3.25\|36.03\|36.24\|34.01\|237433;2026-06-24\|38.50\|10.63\|34.20\|38.99\|34.00\|429184;2026-06-25\|38.18\|-0.83\|39.27\|39.52\|37.00\|313200;2026-06-26\|39.73\|4.06\|38.53\|41.80\|38.26\|465930;2026-06-29\|39.60\|-0.33\|41.24\|41.69\|37.60\|396211;2026-06-30\|42.68\|7.78\|40.66\|44.00\|40.05\|428673;2026-07-01\|44.85\|5.08\|43.11\|46.40\|42.51\|461584;2026-07-02\|42.90\|-4.35\|42.68\|46.12\|40.81\|406264;2026-07-03\|41.24\|-3.87\|42.69\|43.38\|40.54\|270514;2026-07-06\|40.43\|-1.96\|41.75\|41.82\|38.00\|266408;2026-07-07\|39.62\|-2.00\|39.78\|41.34\|39.20\|190999;2026-07-08\|38.97\|-1.64\|39.61\|40.89\|37.20\|215507;2026-07-09\|41.00\|5.21\|39.68\|41.16\|38.61\|245131;2026-07-10\|38.77\|-5.44\|41.01\|42.65\|38.56\|258942;2026-07-13\|35.01\|-9.70\|37.90\|38.80\|34.88\|240730;2026-07-14\|34.75\|-0.74\|35.25\|35.60\|32.60\|218255;2026-07-15\|33.11\|-4.72\|35.39\|35.86\|32.11\|186037;2026-07-16\|29.73\|-10.21\|32.32\|32.95\|29.35\|216255;2026-07-17\|26.45\|-11.03\|29.64\|29.92\|26.31\|234806;2026-07-20\|24.09\|-8.92\|27.50\|27.94\|23.00\|268726;2026-07-21\|26.51\|10.05\|24.48\|26.58\|21.40\|301527;2026-07-22\|27.50\|3.73\|26.52\|29.60\|26.20\|328103;2026-07-23\|26.38\|-4.07\|27.62\|27.93\|26.20\|194863;2026-07-24\|31.66\|20.02\|26.00\|31.66\|25.90\|345788
41486	上半年存储涨价仍将持续	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-03-17\|48.80\|-2.38\|50.50\|50.50\|48.70\|107018;2026-03-18\|49.10\|0.61\|49.02\|49.20\|48.12\|140155;2026-03-19\|47.72\|-2.81\|48.26\|48.50\|47.52\|132526;2026-03-20\|47.14\|-1.22\|47.90\|48.35\|47.14\|111806;2026-03-23\|44.88\|-4.79\|46.35\|46.81\|44.62\|185755;2026-03-24\|45.51\|1.40\|45.45\|45.54\|44.31\|131732;2026-03-25\|46.29\|1.71\|45.87\|46.43\|45.70\|112854;2026-03-26\|45.32\|-2.10\|45.99\|46.36\|44.96\|86937;2026-03-27\|45.70\|0.84\|44.72\|45.99\|44.55\|77738;2026-03-30\|45.29\|-0.90\|45.00\|45.59\|44.70\|94169;2026-03-31\|44.54\|-1.66\|45.18\|46.16\|44.50\|108970;2026-04-01\|45.72\|2.65\|45.58\|45.93\|45.30\|99122;2026-04-02\|44.43\|-2.82\|45.45\|45.60\|44.10\|101420;2026-04-03\|43.80\|-1.42\|44.50\|44.88\|43.71\|77124;2026-04-07\|44.39\|1.35\|43.98\|44.94\|43.98\|80224;2026-04-08\|50.15\|12.98\|45.73\|51.27\|45.73\|471121;2026-04-09\|49.53\|-1.24\|49.40\|51.51\|48.60\|293736;2026-04-10\|49.15\|-0.77\|50.00\|50.51\|48.96\|209528;2026-04-13\|48.66\|-1.00\|48.65\|49.37\|48.40\|148383;2026-04-14\|49.07\|0.84\|49.28\|49.53\|48.52\|175604;2026-04-15\|48.30\|-1.57\|49.37\|49.84\|48.09\|195606;2026-04-16\|49.08\|1.61\|48.36\|49.20\|48.21\|136583;2026-04-17\|49.25\|0.35\|49.10\|49.70\|48.34\|161703;2026-04-20\|51.65\|4.87\|49.52\|52.26\|49.28\|328503;2026-04-21\|51.59\|-0.12\|52.00\|52.60\|50.95\|230182;2026-04-22\|51.61\|0.04\|51.33\|51.97\|50.89\|159933;2026-04-23\|52.69\|2.09\|52.00\|53.77\|51.70\|285610;2026-04-24\|54.73\|3.87\|53.00\|56.20\|52.96\|371755;2026-04-27\|55.16\|0.79\|56.38\|56.96\|54.70\|414232;2026-04-28\|54.00\|-2.10\|54.98\|55.71\|53.51\|285343;2026-04-29\|55.56\|2.89\|53.50\|56.66\|52.50\|316006;2026-04-30\|56.65\|1.96\|55.50\|57.00\|55.11\|304929;2026-05-06\|56.71\|0.11\|58.00\|59.45\|56.40\|438059;2026-05-07\|57.03\|0.56\|56.70\|57.52\|55.79\|311386;2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485
41485	上半年存储涨价仍将持续	涨停揭秘：HBM3量产在即，公司颗粒状环氧塑封料（GMC）已通过长电科技、通富微电验证并小批量供货；涨停缘由：上半年存储涨价仍将持续，GMC材料适配HBM高密度堆叠封装，技术壁垒高，客户认证周期短于传统EMC；资金逻辑：小市值材料细分龙头，4月8日涨停获游资主导，换手率达28.6%，资金博弈HBM产业化提速预期；风险提示：GMC收入占比仍低，量产规模尚未放量，且HBM渗透节奏受制于英伟达下一代GPU发布进度	公司的颗粒状环氧塑封料（GMC)可以用于HBM的封装	2026-03-17\|123.24\|-6.49\|130.51\|130.51\|123.20\|35150;2026-03-18\|130.05\|5.53\|125.88\|132.31\|124.86\|46947;2026-03-19\|131.50\|1.11\|126.75\|135.81\|126.20\|60762;2026-03-20\|123.00\|-6.46\|133.05\|135.00\|122.59\|55191;2026-03-23\|113.99\|-7.33\|118.00\|119.80\|112.80\|41119;2026-03-24\|112.89\|-0.96\|116.70\|116.79\|108.00\|32273;2026-03-25\|115.20\|2.05\|113.97\|119.49\|113.97\|30173;2026-03-26\|106.80\|-7.29\|113.50\|113.50\|106.00\|38720;2026-03-27\|109.00\|2.06\|103.48\|109.88\|101.11\|25416;2026-03-30\|108.97\|-0.03\|106.97\|110.88\|105.25\|21203;2026-03-31\|103.71\|-4.83\|106.50\|107.39\|103.30\|21291;2026-04-01\|107.98\|4.12\|106.98\|110.20\|105.09\|24386;2026-04-02\|103.60\|-4.06\|108.17\|109.43\|102.80\|19460;2026-04-03\|102.84\|-0.73\|104.00\|105.10\|102.54\|15796;2026-04-07\|105.81\|2.89\|104.88\|107.56\|103.00\|17335;2026-04-08\|120.00\|13.41\|110.80\|120.35\|108.88\|43888;2026-04-09\|119.06\|-0.78\|118.00\|122.60\|117.41\|27760;2026-04-10\|120.00\|0.79\|121.19\|123.49\|119.64\|26566;2026-04-13\|119.21\|-0.66\|119.51\|122.58\|118.01\|21764;2026-04-14\|123.25\|3.39\|121.08\|125.00\|120.03\|32399;2026-04-15\|124.10\|0.69\|125.06\|127.69\|122.32\|36205;2026-04-16\|125.30\|0.97\|124.48\|127.40\|123.00\|26350;2026-04-17\|125.65\|0.28\|124.37\|125.85\|122.02\|31371;2026-04-20\|125.95\|0.24\|124.00\|129.50\|123.78\|27453;2026-04-21\|126.10\|0.12\|124.13\|127.36\|122.69\|20288;2026-04-22\|127.40\|1.03\|124.75\|127.40\|124.00\|26286;2026-04-23\|121.18\|-4.88\|129.83\|129.90\|121.18\|37746;2026-04-24\|119.53\|-1.36\|119.00\|123.50\|118.00\|43688;2026-04-27\|129.40\|8.26\|119.01\|133.00\|119.01\|65859;2026-04-28\|128.30\|-0.85\|129.93\|133.20\|127.00\|46669;2026-04-29\|131.00\|2.10\|128.20\|133.33\|125.00\|43792;2026-04-30\|90.53\|2.26\|89.99\|92.50\|86.68\|87118;2026-05-06\|95.77\|5.79\|93.20\|99.25\|93.20\|96916;2026-05-07\|100.92\|5.38\|96.06\|102.52\|95.90\|85114;2026-05-08\|100.50\|-0.42\|98.23\|103.33\|97.31\|77142;2026-05-11\|106.30\|5.77\|104.60\|108.69\|99.21\|105632;2026-05-12\|107.32\|0.96\|104.00\|108.30\|102.62\|84768;2026-05-13\|117.54\|9.52\|104.98\|118.30\|104.10\|106769;2026-05-14\|115.83\|-1.45\|120.90\|125.40\|115.79\|156064;2026-05-15\|133.77\|15.49\|122.34\|139.00\|117.50\|193422;2026-05-18\|137.32\|2.65\|136.17\|148.00\|132.83\|188129;2026-05-19\|142.00\|3.41\|136.37\|142.00\|131.50\|135288;2026-05-20\|141.28\|-0.51\|138.88\|147.37\|138.84\|134242;2026-05-21\|135.17\|-4.32\|141.47\|145.60\|134.00\|150134;2026-05-22\|134.00\|-0.87\|135.24\|136.50\|127.66\|116834;2026-05-25\|137.00\|2.24\|127.33\|140.12\|121.50\|151915;2026-05-26\|136.80\|-0.15\|137.00\|144.87\|131.23\|130785;2026-05-27\|126.21\|-7.74\|141.00\|141.20\|125.00\|119809;2026-05-28\|129.03\|2.23\|126.07\|131.77\|123.08\|89113;2026-05-29\|120.19\|-6.85\|130.56\|132.13\|119.39\|95254;2026-06-01\|114.15\|-5.03\|120.19\|124.00\|113.88\|82648;2026-06-02\|112.77\|-1.21\|115.26\|116.00\|110.60\|76417;2026-06-03\|115.44\|2.37\|112.97\|121.36\|112.97\|87546;2026-06-04\|118.74\|2.86\|112.96\|122.16\|111.89\|88377;2026-06-05\|114.80\|-3.32\|115.27\|119.45\|113.52\|67210;2026-06-08\|107.82\|-6.08\|107.49\|112.53\|106.21\|64759;2026-06-09\|114.12\|5.84\|111.00\|116.79\|109.10\|70614;2026-06-10\|125.93\|10.35\|112.00\|131.01\|112.00\|136887;2026-06-11\|131.20\|4.18\|124.43\|132.97\|123.38\|145117;2026-06-12\|119.04\|-9.27\|133.89\|135.96\|117.90\|158936;2026-06-15\|124.17\|4.31\|121.74\|124.44\|115.22\|104663;2026-06-16\|125.74\|1.26\|123.00\|127.17\|122.00\|99385;2026-06-17\|133.97\|6.55\|122.00\|134.44\|121.06\|125446;2026-06-18\|152.90\|14.13\|129.97\|155.00\|129.97\|165154;2026-06-22\|153.52\|0.41\|151.38\|159.58\|146.01\|174212;2026-06-23\|138.09\|-10.05\|148.00\|148.00\|135.08\|166596;2026-06-24\|147.47\|6.79\|137.54\|148.88\|132.00\|144810;2026-06-25\|148.50\|0.70\|152.00\|158.28\|146.05\|141819;2026-06-26\|163.91\|10.38\|145.86\|170.00\|143.08\|180764;2026-06-29\|186.01\|13.48\|169.10\|188.35\|157.50\|197557;2026-06-30\|187.00\|0.53\|178.00\|194.99\|171.68\|151489;2026-07-01\|179.30\|-4.12\|184.00\|199.99\|176.00\|152530;2026-07-02\|174.18\|-2.86\|169.50\|193.00\|169.00\|158799;2026-07-03\|160.46\|-7.88\|170.01\|176.93\|157.00\|150893;2026-07-06\|162.29\|1.14\|166.56\|168.00\|151.80\|121341;2026-07-07\|159.24\|-1.88\|157.66\|166.66\|157.66\|95319;2026-07-08\|157.00\|-1.41\|159.80\|164.56\|145.45\|103594;2026-07-09\|179.20\|14.14\|161.95\|179.91\|158.55\|142358;2026-07-10\|169.59\|-5.36\|176.00\|192.66\|169.00\|159734;2026-07-13\|150.60\|-11.20\|162.77\|174.88\|148.10\|133063;2026-07-14\|153.00\|1.59\|152.75\|156.30\|140.00\|121956;2026-07-15\|136.88\|-10.54\|157.36\|157.89\|136.78\|108879;2026-07-16\|122.42\|-10.56\|134.73\|136.54\|120.00\|113868;2026-07-17\|111.65\|-8.80\|123.76\|125.00\|111.30\|118388;2026-07-20\|97.20\|-12.94\|116.00\|117.88\|92.60\|138309;2026-07-21\|112.00\|15.23\|99.45\|112.21\|87.00\|162272;2026-07-22\|105.68\|-5.64\|109.85\|113.45\|105.05\|129829;2026-07-23\|101.67\|-3.79\|106.05\|107.79\|100.06\|81275;2026-07-24\|103.50\|1.80\|99.64\|106.66\|99.05\|93221
41484	上半年存储涨价仍将持续	以太网交换芯片+边缘计算+大基金持股 1、据2025年半年报，公司的主营业务为以太网交换芯片及配套产品的研发、设计和销售。公司800G端口速率高端以太网交换芯片已在国内运营商及金融、政府等行业规模应用。公司积极组织参与新一代通信技术、边缘计算和下一代网络和数据中心的标准化工作。 2、据2025年半年报，公司一体化SDK可运行在ARM、X86、MIPS等多个CPU体系，并可运行在Linux、Vxworks等多个操作系统，避免客户CPU和操作系统平台迁移带来的额外工作量。 3、据2025年半年度报告，国家集成电路产业投资基金为公司第二大股东，持股约17.09%。 4、据2026年1月22日及23日公告，中信证券、广发证券先后获准自1月23日、26日起对盛科通信开展科创板做市交易，提升流动性。	国内领先的以太网交换芯片设计企业；公司面向数据中心的高端800G交换容量芯片产品已在2024年实现小批量交付，预计未来量产将进一步拓展数据中心和云服务市场	2026-03-17\|175.60\|-5.08\|185.31\|186.25\|175.58\|58747;2026-03-18\|183.00\|4.21\|179.16\|183.00\|172.86\|67235;2026-03-19\|171.40\|-6.34\|176.00\|178.00\|170.61\|60551;2026-03-20\|168.72\|-1.56\|174.30\|182.65\|167.33\|72938;2026-03-23\|159.62\|-5.39\|162.77\|165.21\|158.03\|74984;2026-03-24\|165.00\|3.37\|162.24\|166.00\|154.95\|73536;2026-03-25\|167.81\|1.70\|167.40\|176.18\|166.94\|70841;2026-03-26\|168.56\|0.45\|168.88\|174.98\|164.00\|57965;2026-03-27\|173.70\|3.05\|166.60\|176.87\|163.06\|61319;2026-03-30\|176.60\|1.67\|167.01\|178.62\|166.89\|48876;2026-03-31\|166.88\|-5.50\|176.00\|177.21\|166.88\|51301;2026-04-01\|175.44\|5.13\|172.99\|179.58\|172.10\|54058;2026-04-02\|168.67\|-3.86\|174.73\|178.20\|167.27\|44164;2026-04-03\|173.78\|3.03\|172.57\|178.00\|167.51\|61711;2026-04-07\|191.70\|10.31\|179.00\|194.44\|179.00\|112541;2026-04-08\|218.99\|14.24\|203.00\|222.22\|199.98\|96886;2026-04-09\|220.46\|0.67\|217.82\|228.68\|212.00\|75581;2026-04-10\|213.00\|-3.38\|222.34\|225.58\|211.00\|67213;2026-04-13\|223.71\|5.03\|213.00\|234.88\|212.98\|67026;2026-04-14\|222.56\|-0.51\|230.00\|230.00\|218.02\|57920;2026-04-15\|221.51\|-0.47\|222.00\|230.00\|214.90\|56772;2026-04-16\|225.50\|1.80\|221.50\|232.96\|215.05\|68232;2026-04-17\|227.19\|0.75\|227.46\|235.35\|225.00\|58222;2026-04-20\|235.88\|3.83\|231.73\|247.95\|228.06\|60780;2026-04-21\|224.50\|-4.82\|234.00\|234.00\|218.67\|76726;2026-04-22\|224.79\|0.13\|224.89\|226.80\|211.77\|82793;2026-04-23\|252.60\|12.37\|235.00\|259.69\|226.60\|130323;2026-04-24\|270.50\|7.09\|255.00\|288.80\|244.00\|125445;2026-04-27\|296.45\|9.59\|269.79\|300.58\|261.21\|108048;2026-04-28\|286.00\|-3.52\|285.33\|299.15\|283.00\|66883;2026-04-29\|328.00\|14.69\|285.00\|329.17\|281.50\|88495;2026-04-30\|322.16\|-1.78\|314.00\|368.88\|304.00\|112245;2026-05-06\|320.00\|-0.67\|325.02\|350.55\|305.01\|125563;2026-05-07\|311.81\|-2.56\|310.00\|318.80\|295.12\|121736;2026-05-08\|307.88\|-1.26\|303.66\|311.00\|297.77\|86806;2026-05-11\|320.02\|3.94\|315.00\|328.36\|299.90\|135063;2026-05-12\|298.20\|-6.82\|311.00\|316.00\|287.14\|151729;2026-05-13\|302.72\|1.52\|294.90\|305.66\|289.00\|81060;2026-05-14\|291.99\|-3.54\|310.00\|314.80\|291.99\|79314;2026-05-15\|285.00\|-2.39\|291.80\|294.00\|278.51\|75480;2026-05-18\|285.53\|0.19\|278.48\|299.87\|270.33\|70967;2026-05-19\|316.00\|10.67\|289.00\|318.79\|283.01\|122462;2026-05-20\|312.95\|-0.97\|310.00\|328.80\|308.00\|99238;2026-05-21\|300.87\|-3.86\|318.00\|331.58\|299.00\|115958;2026-05-22\|305.23\|1.45\|305.28\|312.50\|295.99\|66630;2026-05-25\|317.10\|3.89\|308.00\|325.00\|290.00\|93720;2026-05-26\|295.00\|-6.97\|314.00\|314.00\|290.18\|87810;2026-05-27\|281.76\|-4.49\|296.96\|297.90\|278.61\|87167;2026-05-28\|303.81\|7.83\|285.00\|309.00\|282.01\|84071;2026-05-29\|281.52\|-7.34\|305.05\|305.29\|274.10\|93976;2026-06-01\|253.00\|-10.13\|284.46\|284.68\|253.00\|88772;2026-06-02\|265.52\|4.95\|260.00\|274.63\|252.82\|77583;2026-06-03\|277.90\|4.66\|285.00\|295.35\|273.78\|114922;2026-06-04\|274.94\|-1.07\|274.00\|281.00\|264.00\|67743;2026-06-05\|263.02\|-4.34\|267.00\|278.80\|262.01\|55855;2026-06-08\|252.00\|-4.19\|251.00\|265.99\|248.12\|55478;2026-06-09\|261.10\|3.61\|257.50\|262.80\|252.03\|53275;2026-06-10\|267.22\|2.34\|260.00\|284.00\|260.00\|91297;2026-06-11\|264.13\|-1.16\|267.18\|275.00\|259.70\|83699;2026-06-12\|252.95\|-4.23\|273.00\|274.20\|251.00\|78103;2026-06-15\|283.00\|11.88\|260.00\|284.03\|254.16\|94140;2026-06-16\|299.86\|5.96\|285.94\|316.98\|280.88\|103118;2026-06-17\|303.00\|1.05\|294.97\|306.00\|290.12\|71828;2026-06-18\|337.00\|11.22\|310.00\|339.99\|308.00\|136555;2026-06-22\|319.69\|-5.14\|330.00\|330.27\|307.10\|119729;2026-06-23\|308.03\|-3.65\|315.00\|317.77\|297.18\|78460;2026-06-24\|310.63\|0.84\|302.66\|322.00\|298.70\|83964;2026-06-25\|331.87\|6.84\|315.00\|335.00\|304.00\|107830;2026-06-26\|327.50\|-1.32\|321.00\|342.80\|310.00\|97100;2026-06-29\|350.11\|6.90\|327.00\|357.99\|316.01\|119338;2026-06-30\|389.99\|11.39\|349.00\|392.88\|338.00\|118353;2026-07-01\|380.52\|-2.43\|380.00\|396.96\|368.28\|93580;2026-07-02\|353.05\|-7.22\|360.00\|383.00\|346.00\|83946;2026-07-03\|323.64\|-8.33\|382.00\|388.88\|323.00\|112972;2026-07-06\|357.00\|10.31\|333.50\|374.99\|320.03\|131252;2026-07-07\|382.00\|7.00\|350.00\|405.00\|350.00\|125531;2026-07-08\|401.50\|5.10\|389.39\|421.66\|389.39\|122945;2026-07-09\|422.00\|5.11\|409.13\|427.07\|386.48\|117266;2026-07-10\|378.68\|-10.27\|417.00\|429.60\|378.68\|129171;2026-07-13\|393.00\|3.78\|380.00\|428.99\|380.00\|146558;2026-07-14\|376.61\|-4.17\|408.86\|415.00\|342.52\|153273;2026-07-15\|352.50\|-6.40\|375.55\|380.00\|344.32\|99184;2026-07-16\|373.50\|5.96\|359.70\|397.89\|355.50\|139752;2026-07-17\|312.00\|-16.47\|359.00\|369.84\|312.00\|141467;2026-07-20\|334.67\|7.27\|351.08\|365.96\|322.01\|174080;2026-07-21\|395.04\|18.04\|339.02\|398.28\|303.00\|159093;2026-07-22\|430.15\|8.89\|394.58\|458.88\|392.87\|187198;2026-07-23\|393.00\|-8.64\|435.38\|440.77\|388.00\|146477;2026-07-24\|390.78\|-0.56\|379.00\|412.25\|379.00\|103308
41483	上半年存储涨价仍将持续	芯片抛光液+航空航天+参股中科声龙行业原因：据财闻3月16日报道，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。公司原因： 1、据2025年11月26日互动易，公司参股公司领航电子在芯片产业中的主要产品包括IC、硅晶圆和碳化硅等半导体级抛光液，其核心产品钨抛光液目前在国内头部FAB厂实现了重大突破。 2、据2025年6月30日互动易，公司的抛光材料业务涉及航天航空领域，主要直接客户有中国商飞等。据2026年2月10日互动易，公司与中国空间技术研究院合作开展的航天器用非晶合金反射镜样品试制及验证试验项目已结项，该项目是否具有应用场景存在较大不确定性。相关信息请以公司公告为准 3、据2024年12月30日互动易，Sunlune专注于为全球客户提供算力芯片系统的研发、设计、生产、销售和相应的技术指导等综合服务。据2025年6月16日互动易，截至目前，公司持有中科声龙境外母公司股权比例为1.8225%。 4、据2025年8月27日半年报，公司“材料+设备+工艺”三维协同，深耕抛光材料主业，智能装备及结构件收入占比近25%，已获头部手机终端厂商试用订单。	参股子公司中科声龙基于3D异质集成的大规模存算一体芯片领域处于业界领先水平	2026-03-17\|40.12\|-1.50\|42.00\|42.30\|39.64\|257406;2026-03-18\|42.10\|4.94\|40.50\|43.94\|40.30\|295585;2026-03-19\|38.99\|-7.39\|41.18\|41.53\|38.74\|201422;2026-03-20\|36.31\|-6.87\|38.99\|39.08\|36.00\|187134;2026-03-23\|32.10\|-11.59\|33.70\|34.99\|31.71\|207023;2026-03-24\|34.06\|6.11\|32.68\|34.15\|31.96\|164568;2026-03-25\|37.12\|8.98\|35.30\|39.19\|35.30\|211110;2026-03-26\|35.38\|-4.69\|37.17\|37.77\|35.24\|153758;2026-03-27\|36.02\|1.81\|35.01\|36.83\|34.01\|105148;2026-03-30\|35.40\|-1.72\|35.64\|35.88\|34.70\|70792;2026-03-31\|34.14\|-3.56\|35.13\|35.66\|34.08\|92283;2026-04-01\|35.54\|4.10\|35.29\|37.21\|34.93\|134578;2026-04-02\|34.94\|-1.69\|34.84\|36.91\|34.50\|124231;2026-04-03\|34.43\|-1.46\|36.00\|36.13\|33.95\|93162;2026-04-07\|35.01\|1.68\|35.00\|36.88\|34.71\|111385;2026-04-08\|40.08\|14.48\|36.00\|40.90\|35.41\|230903;2026-04-09\|39.69\|-0.97\|39.20\|40.82\|38.92\|173981;2026-04-10\|39.28\|-1.03\|39.99\|40.50\|37.50\|161252;2026-04-13\|38.77\|-1.30\|38.60\|39.67\|38.00\|92850;2026-04-14\|38.68\|-0.23\|39.17\|39.56\|38.03\|121053;2026-04-15\|37.52\|-3.00\|38.70\|38.84\|37.37\|95909;2026-04-16\|38.04\|1.39\|37.54\|38.42\|36.83\|96744;2026-04-17\|38.60\|1.47\|37.71\|38.94\|37.45\|112374;2026-04-20\|38.60\|0.00\|38.79\|39.85\|38.19\|137712;2026-04-21\|38.17\|-1.11\|37.94\|38.56\|37.51\|79303;2026-04-22\|38.10\|-0.18\|37.60\|38.60\|37.60\|88574;2026-04-23\|37.00\|-2.89\|38.79\|39.93\|36.76\|148783;2026-04-24\|35.24\|-4.76\|36.61\|37.34\|34.66\|127438;2026-04-27\|35.80\|1.59\|35.29\|36.46\|35.28\|83010;2026-04-28\|36.97\|3.27\|35.54\|38.42\|33.83\|166936;2026-04-29\|38.52\|4.19\|36.67\|39.47\|35.68\|176184;2026-04-30\|37.72\|-2.08\|38.53\|38.99\|37.49\|98257;2026-05-06\|38.98\|3.34\|38.75\|39.60\|38.05\|116890;2026-05-07\|39.87\|2.28\|38.75\|40.15\|38.25\|129568;2026-05-08\|39.08\|-1.98\|39.32\|40.12\|39.00\|108234;2026-05-11\|40.10\|2.61\|39.70\|41.15\|39.30\|117318;2026-05-12\|38.60\|-3.74\|39.80\|39.99\|37.61\|121979;2026-05-13\|39.44\|2.18\|37.88\|39.80\|37.47\|92386;2026-05-14\|38.20\|-3.14\|39.48\|39.53\|38.20\|68578;2026-05-15\|38.32\|0.31\|38.39\|40.14\|37.66\|127704;2026-05-18\|39.91\|4.15\|38.28\|40.10\|37.00\|118853;2026-05-19\|39.81\|-0.25\|39.60\|40.68\|39.03\|106474;2026-05-20\|43.77\|9.95\|40.10\|45.68\|39.89\|245128;2026-05-21\|37.14\|-15.15\|43.01\|43.77\|36.92\|262492;2026-05-22\|38.24\|2.96\|37.10\|38.87\|36.63\|167567;2026-05-25\|41.26\|7.90\|39.00\|42.43\|38.29\|186473;2026-05-26\|41.03\|-0.56\|40.68\|41.45\|38.90\|132271;2026-05-27\|39.20\|-4.46\|41.23\|41.45\|39.03\|119623;2026-05-28\|39.61\|1.05\|38.72\|40.08\|38.53\|96060;2026-05-29\|35.42\|-10.12\|39.62\|40.40\|35.10\|144862;2026-06-01\|33.30\|-5.99\|33.58\|36.09\|33.13\|107916;2026-06-02\|33.10\|-0.60\|33.16\|33.83\|32.01\|77324;2026-06-03\|33.59\|1.48\|32.80\|35.14\|32.76\|77319;2026-06-04\|34.16\|1.70\|33.14\|35.85\|32.60\|86032;2026-06-05\|35.09\|2.72\|33.57\|36.82\|32.66\|114953;2026-06-08\|33.28\|-5.16\|33.89\|35.47\|32.98\|87330;2026-06-09\|38.00\|14.18\|34.10\|38.61\|34.10\|184374;2026-06-10\|39.53\|4.03\|38.25\|42.25\|38.10\|172691;2026-06-11\|38.89\|-1.62\|39.77\|39.77\|37.91\|97586;2026-06-12\|38.77\|-0.31\|40.00\|40.89\|38.72\|95220;2026-06-15\|43.80\|12.97\|38.72\|43.98\|38.72\|154819;2026-06-16\|44.60\|1.83\|43.81\|45.45\|43.40\|121406;2026-06-17\|46.79\|4.91\|44.28\|47.20\|43.50\|111579;2026-06-18\|51.59\|10.26\|46.10\|51.88\|45.91\|126983;2026-06-22\|48.82\|-5.37\|51.61\|51.90\|48.23\|140406;2026-06-23\|49.21\|0.80\|48.71\|50.44\|47.32\|116792;2026-06-24\|47.45\|-3.58\|49.51\|49.96\|47.10\|82672;2026-06-25\|45.96\|-3.14\|47.31\|48.51\|45.50\|92586;2026-06-26\|43.00\|-6.44\|45.51\|45.70\|42.69\|86323;2026-06-29\|41.15\|-4.30\|43.27\|43.95\|39.14\|105640;2026-06-30\|42.56\|3.43\|41.01\|42.85\|40.67\|85638;2026-07-01\|44.47\|4.49\|43.72\|48.00\|43.55\|118462;2026-07-02\|42.32\|-4.83\|42.20\|45.95\|42.20\|121141;2026-07-03\|40.82\|-3.54\|42.61\|43.14\|40.30\|95764;2026-07-06\|38.81\|-4.92\|40.48\|42.38\|38.20\|77426;2026-07-07\|38.12\|-1.78\|38.81\|39.83\|37.76\|70756;2026-07-08\|36.41\|-4.49\|38.00\|38.50\|34.95\|77488;2026-07-09\|36.85\|1.21\|36.35\|37.68\|35.00\|61975;2026-07-10\|34.98\|-5.07\|36.92\|38.31\|34.97\|84446;2026-07-13\|30.33\|-13.29\|34.64\|34.69\|30.21\|104162;2026-07-14\|32.36\|6.69\|30.46\|32.58\|30.00\|114063;2026-07-15\|33.52\|3.58\|32.90\|34.86\|32.03\|127671;2026-07-16\|31.19\|-6.95\|32.94\|33.45\|30.83\|89802;2026-07-17\|31.31\|0.38\|30.88\|33.18\|30.01\|161444;2026-07-20\|26.70\|-14.72\|31.66\|32.22\|26.10\|167510;2026-07-21\|28.31\|6.03\|27.38\|28.48\|23.50\|154418;2026-07-22\|29.70\|4.91\|27.61\|30.35\|27.34\|126273;2026-07-23\|32.07\|7.98\|29.72\|33.26\|29.72\|115676;2026-07-24\|32.50\|1.34\|31.75\|33.40\|31.02\|91168
41482	上半年存储涨价仍将持续	涨停揭秘：公司电镀铜基液、负性光刻胶等产品已送样至SK海力士、长江存储，匹配先进封装清洗与再布线工艺；涨停缘由：上半年存储涨价仍将持续，现有量产产品覆盖HBM封装前道清洗、金属化及蚀刻环节，客户认证进展快于同业；资金逻辑：化工+半导体交叉题材，4月8日涨停获主力与游资共同推升，量比达3.2，资金押注封装材料国产替代窗口期；风险提示：半导体化学品认证周期长，量产转化存在不确定性，且公司营收规模较小，抗风险能力有限	公司现有量产产品“先进封装负性光刻胶”、“电镀铜基液”、“铜钛蚀刻液”以及客户认证中的“电镀锡银添加剂”等产品可以用于存储芯片封装	2026-03-17\|66.75\|-7.27\|71.80\|71.80\|66.66\|27653;2026-03-18\|67.95\|1.80\|67.82\|68.18\|66.30\|18805;2026-03-19\|65.92\|-2.99\|65.80\|67.35\|65.65\|16759;2026-03-20\|64.28\|-2.49\|66.68\|67.36\|64.27\|16365;2026-03-23\|60.00\|-6.66\|62.80\|63.66\|59.35\|26217;2026-03-24\|62.70\|4.50\|61.99\|63.17\|59.69\|20530;2026-03-25\|63.89\|1.90\|63.00\|64.87\|63.00\|16855;2026-03-26\|62.18\|-2.68\|63.65\|63.65\|61.84\|14641;2026-03-27\|64.30\|3.41\|61.16\|65.12\|61.05\|20720;2026-03-30\|67.64\|5.19\|64.40\|69.51\|62.97\|33043;2026-03-31\|67.08\|-0.83\|66.90\|68.80\|66.89\|22183;2026-04-01\|68.20\|1.67\|68.05\|70.37\|67.63\|21460;2026-04-02\|65.88\|-3.40\|67.58\|68.79\|65.52\|14962;2026-04-03\|67.65\|2.69\|66.67\|68.58\|66.20\|19540;2026-04-07\|67.23\|-0.62\|67.48\|69.26\|67.01\|15041;2026-04-08\|77.50\|15.28\|69.25\|79.67\|68.95\|78429;2026-04-09\|76.10\|-1.81\|76.60\|80.49\|75.52\|60885;2026-04-10\|74.80\|-1.71\|76.41\|77.88\|74.59\|40009;2026-04-13\|75.53\|0.98\|73.72\|76.18\|73.72\|32303;2026-04-14\|77.50\|2.61\|76.02\|78.01\|75.61\|38127;2026-04-15\|75.80\|-2.19\|77.60\|77.69\|74.40\|33577;2026-04-16\|76.55\|0.99\|75.89\|76.70\|75.10\|21907;2026-04-17\|77.61\|1.38\|75.07\|78.99\|75.07\|29053;2026-04-20\|77.10\|-0.66\|78.70\|78.86\|76.29\|31218;2026-04-21\|78.46\|1.76\|78.03\|80.56\|77.24\|46819;2026-04-22\|81.11\|3.38\|78.46\|82.30\|77.71\|48405;2026-04-23\|77.30\|-4.70\|80.89\|81.76\|77.03\|42568;2026-04-24\|77.10\|-0.26\|77.03\|78.45\|76.20\|28821;2026-04-27\|79.80\|3.50\|77.80\|81.58\|74.83\|52447;2026-04-28\|77.25\|-3.20\|79.33\|79.96\|76.31\|35494;2026-04-29\|77.28\|0.04\|76.65\|78.23\|74.23\|35868;2026-04-30\|80.13\|3.69\|76.70\|81.20\|76.69\|46483;2026-05-06\|80.61\|0.60\|84.00\|84.88\|80.01\|51568;2026-05-07\|83.04\|3.01\|81.50\|83.24\|79.28\|38387;2026-05-08\|81.96\|-1.30\|82.00\|83.45\|80.49\|32379;2026-05-11\|86.48\|5.51\|84.90\|89.43\|84.17\|62337;2026-05-12\|89.40\|3.38\|85.62\|89.60\|84.12\|70951;2026-05-13\|91.68\|2.55\|87.07\|92.89\|85.24\|65629;2026-05-14\|90.52\|-1.27\|92.76\|95.50\|90.21\|59057;2026-05-15\|91.52\|1.10\|92.08\|94.99\|87.68\|69991;2026-05-18\|93.40\|2.05\|94.89\|97.52\|91.80\|66472;2026-05-19\|98.03\|4.96\|91.00\|98.28\|89.75\|68050;2026-05-20\|105.77\|7.90\|97.11\|109.84\|96.93\|80197;2026-05-21\|90.00\|-14.91\|105.25\|108.25\|89.80\|119548;2026-05-22\|93.37\|3.74\|91.11\|94.90\|88.00\|87440;2026-05-25\|105.28\|12.76\|97.69\|109.60\|95.90\|106800;2026-05-26\|110.26\|4.73\|108.60\|113.88\|106.21\|115530;2026-05-27\|100.15\|-9.17\|112.70\|113.00\|99.21\|95050;2026-05-28\|103.25\|3.10\|99.21\|103.50\|97.00\|64182;2026-05-29\|92.26\|-10.64\|105.00\|107.30\|90.30\|95309;2026-06-01\|87.92\|-4.70\|92.83\|94.20\|87.87\|50240;2026-06-02\|86.76\|-1.32\|88.93\|90.47\|85.78\|37427;2026-06-03\|90.05\|3.79\|85.80\|93.80\|85.50\|52097;2026-06-04\|95.84\|6.43\|88.38\|98.66\|87.91\|63776;2026-06-05\|92.50\|-3.48\|93.79\|96.66\|90.73\|37259;2026-06-08\|87.56\|-5.34\|84.55\|91.68\|84.55\|32460;2026-06-09\|94.90\|8.38\|90.00\|96.00\|88.00\|41397;2026-06-10\|95.48\|0.61\|93.76\|97.50\|93.32\|43778;2026-06-11\|102.29\|7.13\|94.00\|103.43\|94.00\|70855;2026-06-12\|94.50\|-7.62\|104.00\|106.90\|93.75\|71984;2026-06-15\|72.46\|6.70\|67.99\|72.60\|66.00\|65625;2026-06-16\|74.20\|2.40\|73.09\|75.56\|71.00\|85938;2026-06-17\|84.00\|13.21\|73.11\|84.48\|72.85\|111425;2026-06-18\|85.85\|2.20\|83.00\|86.67\|81.00\|84502;2026-06-22\|84.15\|-1.98\|88.00\|88.00\|81.20\|86239;2026-06-23\|83.15\|-1.19\|84.80\|86.88\|81.01\|60606;2026-06-24\|85.90\|3.31\|81.73\|86.70\|80.72\|66487;2026-06-25\|88.20\|2.68\|87.32\|90.88\|85.04\|74232;2026-06-26\|94.26\|6.87\|89.00\|97.98\|87.32\|92409;2026-06-29\|96.00\|1.85\|95.00\|98.60\|88.00\|106796;2026-06-30\|101.00\|5.21\|97.20\|101.22\|93.25\|97696;2026-07-01\|94.42\|-6.51\|99.17\|101.88\|94.21\|101120;2026-07-02\|91.38\|-3.22\|90.07\|101.00\|88.10\|86087;2026-07-03\|87.88\|-3.83\|91.38\|93.00\|87.00\|68142;2026-07-06\|85.75\|-2.42\|90.78\|92.75\|82.50\|64789;2026-07-07\|86.75\|1.17\|85.00\|88.32\|83.38\|50593;2026-07-08\|88.00\|1.44\|87.27\|90.83\|81.00\|65483;2026-07-09\|105.60\|20.00\|90.00\|105.60\|89.03\|114530;2026-07-10\|105.33\|-0.26\|110.99\|120.00\|105.00\|159233;2026-07-13\|96.22\|-8.65\|103.98\|107.99\|94.68\|109548;2026-07-14\|94.62\|-1.66\|94.73\|98.80\|89.00\|79465;2026-07-15\|87.20\|-7.84\|96.51\|97.00\|84.70\|88089;2026-07-16\|76.72\|-12.02\|84.34\|86.00\|76.00\|80596;2026-07-17\|66.56\|-13.24\|75.99\|77.52\|66.09\|89801;2026-07-20\|61.81\|-7.14\|69.30\|74.27\|59.50\|117570;2026-07-21\|72.59\|17.44\|64.23\|72.88\|56.79\|127195;2026-07-22\|68.14\|-6.13\|70.45\|74.18\|67.23\|93249;2026-07-23\|66.33\|-2.66\|68.67\|69.56\|65.43\|52024;2026-07-24\|65.23\|-1.66\|65.00\|67.55\|64.01\|58542
41481	上半年存储涨价仍将持续	半导体设备+AI服务器+人形机器人行业原因： 1、方正证券表示，当前国内存储产能与全球龙头存在显著差距，需充分的产能以确保稳定供应体系，存储厂规模化生产需求为设备、材料等上游企业提供了重要的技术验证和商业化应用机会。 2、兴业证券指出，国产半导体设备产业除遵循“技术周期”和“库存周期”驱动外，还受益于国产替代需求。公司原因： 1、据2025年8月29日2025年半年度报告，公司已形成精密点胶机、微波/射频去胶机、真空等离子清洗机等半导体封测关键设备矩阵，并配合AI服务器客户开发点胶智能化方案。 2、据2025年10月24日互动易，公司AMU系列五轴高速加工中心可加工人形机器人关节等精密零件。 3、据2025年4月25日2024年年度报告，公司掌握17项核心技术，是国内少数实现点胶阀、驱控、电机等核心零部件自研自产的企业，技术壁垒显著。	点胶设备是确保光刻胶在晶圆上均匀、高效涂覆的核心工艺装备；公司的点胶机在重复精度、定位精度及运行速度方面，已达到国际顶尖厂商的技术水平，产品中点胶机和等离子清洗设备可用于半导体封装领域。	2026-03-17\|249.10\|-8.05\|264.00\|271.43\|240.37\|10438;2026-03-18\|251.00\|0.76\|247.84\|254.00\|242.00\|8246;2026-03-19\|229.50\|-8.57\|249.00\|249.00\|226.80\|9026;2026-03-20\|231.27\|0.77\|230.35\|242.12\|226.81\|8300;2026-03-23\|210.48\|-8.99\|229.56\|229.56\|207.66\|10933;2026-03-24\|222.84\|5.87\|224.65\|224.65\|210.00\|10494;2026-03-25\|225.50\|1.19\|229.00\|237.34\|223.34\|6250;2026-03-26\|238.50\|5.76\|227.68\|238.50\|221.30\|12491;2026-03-27\|240.60\|0.88\|230.00\|250.00\|230.00\|9322;2026-03-30\|231.09\|-3.95\|233.89\|235.78\|221.02\|10283;2026-03-31\|215.00\|-6.96\|226.47\|230.88\|210.89\|12687;2026-04-01\|228.00\|6.05\|220.66\|228.41\|214.89\|7421;2026-04-02\|217.03\|-4.81\|228.00\|230.00\|217.00\|5362;2026-04-03\|216.66\|-0.17\|222.00\|228.00\|215.00\|5358;2026-04-07\|213.85\|-1.30\|220.00\|223.76\|212.35\|6045;2026-04-08\|249.10\|16.48\|220.44\|254.00\|219.00\|15816;2026-04-09\|271.46\|8.98\|250.00\|280.00\|236.80\|25718;2026-04-10\|267.71\|-1.38\|271.97\|273.98\|258.00\|11579;2026-04-13\|260.33\|-2.76\|266.10\|269.90\|257.00\|10103;2026-04-14\|261.00\|0.26\|263.55\|263.55\|250.00\|9840;2026-04-15\|247.62\|-5.13\|262.56\|262.56\|246.55\|8540;2026-04-16\|260.58\|5.23\|251.00\|265.01\|246.90\|11714;2026-04-17\|256.20\|-1.68\|259.70\|264.74\|252.80\|8604;2026-04-20\|247.60\|-3.36\|256.84\|261.00\|243.39\|8263;2026-04-21\|247.58\|-0.01\|247.62\|254.91\|243.10\|5553;2026-04-22\|224.70\|-9.24\|248.83\|251.25\|223.04\|21782;2026-04-23\|218.69\|-2.67\|228.00\|228.13\|216.46\|12246;2026-04-24\|212.00\|-3.06\|215.83\|221.55\|211.28\|7860;2026-04-27\|211.60\|-0.19\|216.24\|217.00\|209.01\|6131;2026-04-28\|220.00\|3.97\|212.99\|227.80\|212.99\|9581;2026-04-29\|213.50\|-2.95\|217.00\|219.33\|211.29\|5980;2026-04-30\|212.69\|-0.38\|212.23\|219.00\|212.21\|7018;2026-05-06\|205.21\|-3.52\|211.00\|215.97\|205.19\|12794;2026-05-07\|218.58\|6.52\|207.26\|220.32\|207.26\|11478;2026-05-08\|212.34\|-2.85\|217.11\|219.00\|211.13\|7653;2026-05-11\|212.10\|-0.11\|212.75\|220.80\|209.09\|11672;2026-05-12\|208.89\|-1.51\|212.90\|218.50\|203.50\|11915;2026-05-13\|226.97\|8.66\|209.75\|231.00\|203.50\|24066;2026-05-14\|223.00\|-1.75\|226.50\|234.80\|216.66\|22324;2026-05-15\|209.00\|-6.28\|223.44\|230.00\|204.44\|15630;2026-05-18\|207.31\|-0.81\|204.16\|216.80\|204.16\|10479;2026-05-19\|202.05\|-2.54\|206.27\|206.27\|194.71\|13043;2026-05-20\|212.50\|5.17\|205.69\|233.00\|201.40\|22163;2026-05-21\|196.92\|-7.33\|218.50\|222.87\|196.02\|17273;2026-05-22\|194.20\|-1.38\|200.00\|200.46\|185.28\|16052;2026-05-25\|190.70\|-1.80\|195.00\|195.00\|188.18\|15619;2026-05-26\|174.01\|-8.75\|193.00\|193.00\|152.62\|19690;2026-05-27\|180.37\|3.65\|177.14\|194.97\|177.14\|9631;2026-05-28\|192.67\|6.82\|188.45\|194.97\|177.20\|8766;2026-05-29\|180.00\|-6.58\|187.00\|196.30\|180.00\|7192;2026-06-01\|186.37\|3.54\|184.49\|189.53\|180.00\|4393;2026-06-02\|180.68\|-3.05\|186.43\|186.80\|167.95\|8386;2026-06-03\|180.70\|0.01\|180.68\|185.00\|179.00\|4683;2026-06-04\|180.60\|-0.06\|179.40\|184.38\|178.00\|4798;2026-06-05\|188.17\|4.19\|180.10\|194.44\|168.00\|6489;2026-06-08\|181.88\|-3.34\|176.80\|190.04\|176.80\|5435;2026-06-09\|180.10\|-0.98\|189.03\|189.03\|177.89\|7987;2026-06-10\|177.28\|-1.57\|178.00\|180.99\|171.11\|7203;2026-06-11\|176.50\|-0.44\|174.24\|180.50\|170.00\|6718;2026-06-12\|172.34\|-2.36\|180.50\|185.48\|170.39\|8147;2026-06-15\|177.45\|2.97\|174.41\|178.88\|171.60\|8392;2026-06-16\|196.90\|10.96\|180.35\|202.90\|174.08\|17309;2026-06-17\|201.53\|2.35\|196.86\|210.18\|191.00\|17067;2026-06-18\|190.55\|-5.45\|202.38\|207.00\|186.88\|20725;2026-06-22\|178.90\|-6.11\|190.55\|193.06\|175.99\|17281;2026-06-23\|172.05\|-3.83\|176.00\|179.52\|167.00\|11590;2026-06-24\|172.52\|0.27\|177.00\|177.98\|166.29\|10760;2026-06-25\|162.00\|-6.10\|174.00\|174.00\|161.80\|13915;2026-06-26\|156.43\|-3.44\|161.86\|163.38\|154.00\|10854;2026-06-29\|151.93\|-2.88\|156.44\|159.30\|142.99\|15512;2026-06-30\|163.50\|7.62\|150.92\|167.31\|150.01\|14657;2026-07-01\|179.55\|9.82\|167.66\|190.80\|160.50\|21530;2026-07-02\|175.88\|-2.04\|169.73\|181.80\|167.31\|14354;2026-07-03\|171.47\|-2.51\|174.00\|177.00\|168.39\|11618;2026-07-06\|166.00\|-3.19\|171.70\|176.70\|161.01\|11222;2026-07-07\|160.15\|-3.52\|168.48\|168.48\|158.07\|7707;2026-07-08\|154.32\|-3.64\|163.35\|163.35\|147.78\|7669;2026-07-09\|162.05\|5.01\|154.73\|162.78\|150.00\|8491;2026-07-10\|153.36\|-5.36\|162.99\|162.99\|153.18\|8032;2026-07-13\|131.20\|-14.45\|153.36\|153.36\|128.83\|19197;2026-07-14\|133.25\|1.56\|131.21\|134.44\|125.30\|16991;2026-07-15\|130.28\|-2.23\|133.83\|138.87\|129.12\|11447;2026-07-16\|128.15\|-1.63\|133.00\|133.76\|122.60\|11466;2026-07-17\|114.12\|-10.95\|125.59\|128.70\|113.00\|15281;2026-07-20\|102.50\|-10.18\|115.72\|120.01\|100.78\|25398;2026-07-21\|114.52\|11.73\|107.03\|116.77\|87.16\|28434;2026-07-22\|109.31\|-4.55\|113.73\|115.95\|108.00\|18684;2026-07-23\|108.73\|-0.53\|108.66\|112.88\|105.44\|11806;2026-07-24\|110.18\|1.33\|107.80\|115.00\|105.86\|17165
41480	上半年存储涨价仍将持续	涨停揭秘：光刻胶国产替代主线叠加收购富创优越切入高速光模块/铜缆连接器赛道，双重逻辑共振引爆市场关注；涨停缘由：国内光刻胶产业链龙头，批量供应头部晶圆厂；拟15.04亿元全资收购富创优越，标的专注高速率光模块及铜缆连接器；海外AI模型迭代拉动上游算力硬件需求；存储涨价延续强化产业链盈利预期；资金逻辑：4月9日主力资金大幅回流，机构席位买入超2500万元，反映对‘半导体材料+AI硬件’复合赛道的高度认可；风险提示：收购事项尚需监管审批，进度存在不确定性；光刻胶业务短期放量受限于客户验证周期	1、公司拟18.99亿全资收购AI算力链企业富创优越，承诺三年净利不低于7.8亿； 2、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂	2026-03-17\|79.33\|-7.09\|87.00\|87.00\|78.67\|133784;2026-03-18\|81.30\|2.48\|80.92\|81.90\|79.63\|81494;2026-03-19\|78.55\|-3.38\|79.82\|80.80\|77.95\|65489;2026-03-20\|79.98\|1.82\|81.60\|84.80\|79.98\|143188;2026-03-23\|71.98\|-10.00\|77.62\|78.00\|71.98\|160775;2026-03-24\|74.90\|4.06\|74.61\|74.99\|71.58\|101611;2026-03-25\|77.94\|4.06\|78.57\|79.20\|76.68\|103300;2026-03-26\|76.06\|-2.41\|77.94\|78.71\|75.70\|77450;2026-03-27\|76.31\|0.33\|74.89\|77.50\|74.00\|57114;2026-03-30\|77.99\|2.20\|75.50\|78.66\|75.06\|66599;2026-03-31\|75.60\|-3.06\|77.50\|77.97\|74.50\|83637;2026-04-01\|81.64\|7.99\|78.90\|82.78\|78.55\|148720;2026-04-02\|82.75\|1.36\|81.60\|83.93\|80.80\|98804;2026-04-03\|83.31\|0.68\|84.48\|86.28\|83.20\|114212;2026-04-07\|80.22\|-3.71\|83.00\|83.60\|79.91\|91053;2026-04-08\|88.24\|10.00\|83.32\|88.24\|82.09\|153634;2026-04-09\|97.06\|10.00\|89.20\|97.06\|88.25\|219418;2026-04-10\|101.80\|4.88\|98.00\|103.79\|96.19\|282399;2026-04-13\|101.69\|-0.11\|100.98\|103.22\|100.00\|166301;2026-04-14\|99.49\|-2.16\|101.69\|104.28\|98.60\|189876;2026-04-15\|102.52\|3.05\|98.94\|105.98\|98.10\|182361;2026-04-16\|104.09\|1.53\|102.16\|105.58\|100.50\|123857;2026-04-17\|108.27\|4.02\|107.80\|109.20\|104.00\|146272;2026-04-20\|106.38\|-1.75\|107.50\|109.00\|105.58\|131773;2026-04-21\|106.40\|0.02\|106.00\|107.80\|104.50\|107754;2026-04-22\|107.40\|0.94\|106.00\|107.60\|104.06\|155654;2026-04-23\|106.00\|-1.30\|105.85\|110.46\|104.28\|162258;2026-04-24\|96.54\|-8.92\|104.35\|105.99\|95.43\|246737;2026-04-27\|93.80\|-2.84\|95.20\|97.00\|91.41\|263743;2026-04-28\|92.23\|-1.67\|93.02\|94.85\|92.06\|124058;2026-04-29\|100.93\|9.43\|90.00\|101.45\|90.00\|242841;2026-04-30\|101.45\|0.52\|101.69\|103.21\|99.20\|189863;2026-05-06\|98.81\|-2.60\|101.30\|101.44\|95.00\|205662;2026-05-07\|108.69\|10.00\|99.41\|108.69\|98.00\|228324;2026-05-08\|107.52\|-1.08\|108.78\|109.97\|106.10\|186000;2026-05-11\|107.15\|-0.34\|107.52\|109.52\|105.60\|173943;2026-05-12\|109.31\|2.02\|108.88\|109.99\|106.10\|196759;2026-05-13\|108.70\|-0.56\|107.97\|109.98\|106.86\|135898;2026-05-14\|109.40\|0.64\|109.88\|112.76\|103.00\|237174;2026-05-15\|107.68\|-1.57\|109.45\|112.46\|105.01\|177582;2026-05-18\|111.52\|3.57\|107.00\|112.73\|106.95\|179826;2026-05-19\|111.06\|-0.41\|109.93\|111.99\|106.20\|162850;2026-05-20\|113.20\|1.93\|111.06\|116.97\|111.06\|174687;2026-05-21\|107.48\|-5.05\|113.39\|115.00\|107.01\|162819;2026-05-22\|107.92\|0.41\|108.00\|110.23\|106.18\|121930;2026-05-25\|111.87\|3.66\|109.10\|113.50\|107.50\|136654;2026-05-26\|118.39\|5.83\|111.99\|120.20\|111.00\|209948;2026-05-27\|114.44\|-3.34\|118.00\|118.88\|113.91\|143995;2026-05-28\|116.76\|2.03\|114.88\|118.98\|111.91\|137847;2026-05-29\|109.48\|-6.24\|116.78\|120.03\|107.08\|185011;2026-06-01\|102.39\|-6.48\|109.00\|112.70\|102.20\|171752;2026-06-02\|101.81\|-0.57\|103.84\|104.50\|100.00\|132069;2026-06-03\|106.98\|5.08\|105.00\|111.99\|105.00\|223350;2026-06-04\|103.63\|-3.13\|105.00\|106.35\|102.80\|137496;2026-06-05\|98.95\|-4.52\|101.99\|104.11\|98.20\|140374;2026-06-08\|91.43\|-7.60\|89.86\|95.20\|89.86\|146312;2026-06-09\|98.97\|8.25\|93.58\|99.50\|91.57\|161494;2026-06-10\|99.30\|0.33\|96.00\|102.50\|95.09\|133366;2026-06-11\|102.70\|3.42\|98.75\|103.34\|97.33\|137244;2026-06-12\|100.98\|-1.67\|105.98\|108.09\|99.00\|146188;2026-06-15\|105.04\|4.02\|101.48\|107.97\|99.01\|141034;2026-06-16\|106.30\|1.28\|107.00\|108.28\|103.95\|99145;2026-06-17\|107.96\|1.56\|104.16\|109.27\|104.16\|110543;2026-06-18\|111.50\|3.28\|106.40\|111.86\|106.40\|122726;2026-06-22\|110.20\|-1.17\|112.00\|118.26\|108.00\|174773;2026-06-23\|108.89\|-1.19\|111.00\|115.20\|106.50\|137575;2026-06-24\|116.12\|6.64\|109.52\|117.44\|107.00\|189818;2026-06-25\|114.33\|-1.54\|118.00\|118.18\|113.01\|130340;2026-06-26\|106.80\|-6.59\|112.90\|113.78\|106.68\|126705;2026-06-29\|108.04\|1.16\|109.00\|116.48\|103.40\|212958;2026-06-30\|103.69\|-4.03\|107.01\|111.00\|98.89\|209236;2026-07-01\|102.51\|-1.14\|101.76\|109.88\|100.40\|215204;2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226
41479	上半年存储涨价仍将持续	PCB高端化+先进封装+业绩高增行业原因： 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2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-03-17\|170.54\|-4.45\|179.55\|181.00\|170.08\|41726;2026-03-18\|177.40\|4.02\|173.40\|178.96\|171.37\|45296;2026-03-19\|168.56\|-4.98\|173.02\|175.88\|167.51\|38587;2026-03-20\|175.30\|4.00\|171.96\|180.50\|171.00\|70197;2026-03-23\|167.54\|-4.43\|170.00\|176.88\|166.66\|48555;2026-03-24\|181.49\|8.33\|172.90\|183.29\|167.60\|63829;2026-03-25\|185.18\|2.03\|182.37\|190.60\|181.80\|52085;2026-03-26\|180.23\|-2.67\|182.31\|187.08\|178.68\|39951;2026-03-27\|185.29\|2.81\|175.74\|190.58\|173.70\|42558;2026-03-30\|199.57\|7.71\|184.54\|199.75\|181.00\|77775;2026-03-31\|193.40\|-3.09\|196.00\|200.00\|190.90\|63311;2026-04-01\|195.00\|0.83\|201.00\|201.80\|193.00\|48157;2026-04-02\|187.70\|-3.74\|192.24\|194.78\|185.64\|32168;2026-04-03\|192.99\|2.82\|189.66\|199.50\|187.67\|44150;2026-04-07\|200.00\|3.63\|192.88\|206.00\|192.21\|57111;2026-04-08\|240.00\|20.00\|210.00\|240.00\|210.00\|122310;2026-04-09\|244.90\|2.04\|239.20\|251.95\|235.20\|98509;2026-04-10\|247.50\|1.06\|244.90\|254.97\|238.37\|76602;2026-04-13\|241.00\|-2.63\|240.40\|246.89\|237.00\|64659;2026-04-14\|236.88\|-1.71\|241.79\|247.21\|235.00\|75170;2026-04-15\|235.00\|-0.79\|248.73\|254.79\|233.27\|95923;2026-04-16\|236.82\|0.77\|234.60\|236.93\|224.90\|79503;2026-04-17\|240.95\|1.74\|234.80\|245.00\|230.78\|78418;2026-04-20\|243.93\|1.24\|244.91\|249.85\|237.88\|62996;2026-04-21\|255.88\|4.90\|242.00\|258.00\|239.28\|79994;2026-04-22\|257.66\|0.97\|253.33\|264.97\|252.00\|65481;2026-04-23\|240.95\|-6.49\|257.80\|261.70\|238.00\|70610;2026-04-24\|252.85\|4.94\|241.13\|258.88\|240.92\|68370;2026-04-27\|270.00\|6.78\|255.00\|275.00\|249.80\|69965;2026-04-28\|264.00\|-2.22\|269.94\|275.85\|260.34\|46162;2026-04-29\|264.95\|0.36\|260.73\|267.53\|255.55\|39327;2026-04-30\|257.75\|-2.72\|266.74\|268.80\|251.99\|56065;2026-05-06\|267.00\|3.59\|263.00\|274.96\|259.78\|58722;2026-05-07\|272.95\|2.23\|268.00\|274.10\|263.18\|41660;2026-05-08\|259.16\|-5.05\|268.10\|270.00\|256.00\|58687;2026-05-11\|266.43\|2.81\|264.34\|272.88\|252.02\|81661;2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998
41478	上半年存储涨价仍将持续	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司拟改名先导基电，旗下凯世通是国内离子注入机领域核心企业，产品覆盖低能大束流、高能离子注入机等，实现了 12 英寸晶圆厂产线应用国产化突破，且公司通过创办嘉芯半导体，将业务范围延拓至刻蚀、薄膜沉积等集成电路核心前道设备领域	2026-03-17\|18.24\|-1.99\|18.69\|18.94\|18.24\|229224;2026-03-18\|18.93\|3.78\|18.31\|19.30\|18.31\|406136;2026-03-19\|18.45\|-2.54\|18.67\|18.87\|18.35\|271559;2026-03-20\|19.07\|3.36\|18.60\|19.68\|18.55\|538690;2026-03-23\|18.57\|-2.62\|19.08\|19.63\|18.37\|656814;2026-03-24\|19.11\|2.91\|18.90\|19.25\|18.41\|436907;2026-03-25\|19.32\|1.10\|19.11\|19.79\|19.00\|438302;2026-03-26\|18.95\|-1.92\|19.13\|19.40\|18.77\|354557;2026-03-27\|18.71\|-1.27\|18.60\|19.15\|18.53\|360745;2026-03-30\|18.82\|0.59\|18.45\|19.10\|17.99\|335605;2026-03-31\|18.38\|-2.34\|18.70\|18.94\|18.36\|252336;2026-04-01\|18.66\|1.52\|18.78\|19.00\|18.56\|261399;2026-04-02\|17.81\|-4.56\|18.60\|18.65\|17.67\|340053;2026-04-03\|18.18\|2.08\|17.82\|18.59\|17.60\|260769;2026-04-07\|19.17\|5.45\|18.49\|19.54\|18.40\|489571;2026-04-08\|21.09\|10.02\|19.50\|21.09\|19.29\|853311;2026-04-09\|21.06\|-0.14\|20.92\|21.61\|20.70\|887761;2026-04-10\|22.08\|4.84\|21.33\|22.26\|21.07\|753093;2026-04-13\|21.82\|-1.18\|21.70\|22.35\|21.70\|512516;2026-04-14\|22.34\|2.38\|22.05\|22.78\|21.97\|450154;2026-04-15\|21.82\|-2.33\|22.43\|22.60\|21.77\|405882;2026-04-16\|22.08\|1.19\|21.75\|22.20\|21.43\|464547;2026-04-17\|24.29\|10.01\|22.20\|24.29\|22.20\|564824;2026-04-20\|24.85\|2.31\|24.22\|25.33\|24.01\|763638;2026-04-21\|24.60\|-1.01\|24.73\|25.01\|24.50\|386280;2026-04-22\|27.06\|10.00\|24.63\|27.06\|24.52\|478716;2026-04-23\|27.00\|-0.22\|26.90\|28.86\|26.77\|1060967;2026-04-24\|27.22\|0.81\|27.08\|28.50\|27.06\|627164;2026-04-27\|26.52\|-2.57\|27.55\|27.69\|26.37\|728761;2026-04-28\|27.24\|2.71\|26.40\|27.97\|25.50\|655297;2026-04-29\|27.06\|-0.66\|27.10\|27.52\|26.60\|407379;2026-04-30\|27.62\|2.07\|27.20\|28.53\|27.20\|587051;2026-05-06\|27.58\|-0.14\|28.14\|28.28\|26.61\|780406;2026-05-07\|28.22\|2.32\|27.68\|28.64\|27.66\|550129;2026-05-08\|28.63\|1.45\|27.85\|29.23\|27.66\|508217;2026-05-11\|29.41\|2.72\|28.99\|29.97\|28.60\|782342;2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817
41477	国际原油期货暴跌	涨停揭秘：国际原油期货暴跌叠加2月国际运力环比增30.75%、客座率达93.53%，免税牌照协同催化；涨停缘由：燃油成本下降直接增厚利润；国际航线快速恢复带动收入弹性；参股春秋中免免税业务提供第二增长曲线；资金逻辑：主力资金短期博弈航司盈利拐点，叠加股东户数单季翻倍至3.44万户，筹码交换活跃；风险提示：Q1扣非净利润同比高增但全年成长性承压，2025年扣非净利同比仅增1.75%，国际地缘风险扰动持续	国内低成本航空绝对龙头；上海春秋中免免税品有限公司是公司参股49%的子公司，春秋中免可以在公司经上海航空口岸进出境的国际航班上设立运输工具免税商店，开展免税品销售业务	2026-03-17\|48.14\|-0.25\|48.60\|49.59\|48.07\|97648;2026-03-18\|48.60\|0.96\|48.50\|48.76\|48.11\|54343;2026-03-19\|47.21\|-2.86\|47.78\|47.82\|46.84\|87367;2026-03-20\|46.65\|-1.19\|47.50\|47.71\|46.60\|59641;2026-03-23\|43.66\|-6.41\|45.99\|46.00\|43.08\|143242;2026-03-24\|44.00\|0.78\|44.46\|45.29\|43.18\|144168;2026-03-25\|45.90\|4.32\|45.10\|46.14\|44.43\|153253;2026-03-26\|46.18\|0.61\|45.40\|47.19\|45.12\|128229;2026-03-27\|46.38\|0.43\|45.85\|47.01\|45.68\|84398;2026-03-30\|46.23\|-0.32\|45.50\|46.64\|45.05\|75500;2026-03-31\|46.20\|-0.06\|46.24\|47.68\|46.19\|85527;2026-04-01\|47.73\|3.31\|47.70\|47.94\|47.05\|81452;2026-04-02\|47.28\|-0.94\|47.11\|47.95\|46.58\|58120;2026-04-03\|46.34\|-1.99\|47.28\|47.35\|46.20\|39730;2026-04-07\|45.81\|-1.14\|46.40\|46.40\|45.50\|41721;2026-04-08\|48.65\|6.20\|48.38\|49.50\|48.25\|147399;2026-04-09\|47.58\|-2.20\|47.74\|47.88\|46.89\|81403;2026-04-10\|47.14\|-0.92\|47.73\|47.79\|46.99\|58440;2026-04-13\|46.53\|-1.29\|46.51\|47.13\|46.31\|61554;2026-04-14\|47.40\|1.87\|46.98\|47.51\|46.03\|75773;2026-04-15\|47.75\|0.74\|48.30\|48.48\|47.66\|69549;2026-04-16\|47.72\|-0.06\|47.99\|48.49\|47.65\|56834;2026-04-17\|47.43\|-0.61\|47.51\|47.68\|47.18\|31659;2026-04-20\|48.62\|2.51\|47.65\|48.79\|47.60\|69104;2026-04-21\|48.70\|0.16\|48.50\|49.05\|48.12\|42303;2026-04-22\|48.26\|-0.90\|48.35\|48.89\|48.18\|46241;2026-04-23\|48.20\|-0.12\|48.01\|48.39\|47.72\|51863;2026-04-24\|48.22\|0.04\|48.19\|48.30\|47.68\|32820;2026-04-27\|47.83\|-0.81\|47.88\|48.16\|47.70\|38633;2026-04-28\|46.75\|-2.26\|47.88\|47.88\|46.52\|59340;2026-04-29\|47.20\|0.96\|46.45\|47.35\|46.45\|51340;2026-04-30\|47.18\|-0.04\|47.92\|48.20\|46.82\|85220;2026-05-06\|47.17\|-0.02\|47.68\|47.93\|46.92\|75508;2026-05-07\|47.91\|1.57\|48.00\|48.59\|47.60\|89546;2026-05-08\|47.93\|0.04\|47.60\|48.88\|47.44\|93177;2026-05-11\|46.90\|-2.15\|47.51\|47.52\|46.80\|93369;2026-05-12\|46.48\|-0.90\|46.80\|47.05\|46.40\|55967;2026-05-13\|46.41\|-0.15\|46.28\|46.62\|46.02\|53271;2026-05-14\|45.95\|-0.99\|46.45\|46.68\|45.89\|51222;2026-05-15\|45.26\|-1.50\|46.00\|46.08\|45.13\|46737;2026-05-18\|44.26\|-2.21\|45.00\|45.00\|43.81\|65280;2026-05-19\|45.58\|2.98\|44.26\|45.68\|44.26\|61623;2026-05-20\|45.59\|0.02\|45.50\|45.63\|44.75\|40786;2026-05-21\|47.82\|4.89\|46.45\|48.30\|46.08\|155105;2026-05-22\|46.43\|-2.91\|47.32\|47.65\|46.30\|94899;2026-05-25\|48.36\|4.16\|48.00\|49.35\|47.60\|159895;2026-05-26\|48.14\|-0.45\|48.10\|48.92\|47.76\|84009;2026-05-27\|48.26\|0.25\|47.99\|48.62\|47.28\|83003;2026-05-28\|47.90\|-0.75\|48.61\|49.36\|47.64\|102296;2026-05-29\|49.00\|2.30\|48.46\|49.91\|48.46\|136432;2026-06-01\|48.38\|-1.27\|48.50\|49.25\|47.75\|80087;2026-06-02\|47.35\|-2.13\|47.77\|47.79\|46.80\|106873;2026-06-03\|45.82\|-3.23\|46.86\|46.87\|45.67\|87253;2026-06-04\|45.65\|-0.37\|46.00\|46.38\|45.35\|78124;2026-06-05\|45.90\|0.55\|46.00\|46.53\|45.70\|57264;2026-06-08\|43.80\|-4.58\|44.89\|45.28\|43.63\|102703;2026-06-09\|44.80\|2.28\|44.33\|44.96\|44.18\|57298;2026-06-10\|45.15\|0.78\|44.67\|45.40\|44.40\|53895;2026-06-11\|44.00\|-2.55\|44.19\|44.49\|43.69\|78534;2026-06-12\|45.55\|3.52\|44.88\|45.68\|44.70\|117623;2026-06-15\|48.41\|6.28\|47.50\|49.65\|47.35\|238411;2026-06-16\|47.05\|-2.81\|48.39\|48.60\|46.75\|116683;2026-06-17\|47.06\|0.02\|47.80\|48.01\|46.88\|106798;2026-06-18\|45.76\|-2.76\|46.78\|46.81\|44.92\|133349;2026-06-22\|46.04\|0.61\|45.74\|46.06\|44.12\|115558;2026-06-23\|45.89\|-0.33\|46.05\|46.98\|45.78\|109647;2026-06-24\|45.78\|-0.24\|46.29\|47.60\|45.56\|108689;2026-06-25\|47.50\|3.76\|46.78\|48.36\|46.69\|172798;2026-06-26\|47.28\|-0.46\|46.88\|47.98\|46.40\|100725;2026-06-29\|47.36\|0.17\|46.96\|47.86\|45.95\|122817;2026-06-30\|45.58\|-3.76\|47.77\|48.09\|45.08\|131641;2026-07-01\|47.22\|3.60\|45.41\|47.40\|44.95\|111020;2026-07-02\|46.77\|-0.95\|47.49\|48.28\|46.56\|64434;2026-07-03\|46.72\|-0.11\|46.99\|47.40\|46.48\|65034;2026-07-06\|47.89\|2.50\|47.11\|48.66\|46.70\|105743;2026-07-07\|47.20\|-1.44\|47.80\|48.41\|47.08\|75664;2026-07-08\|46.85\|-0.74\|46.26\|47.68\|46.05\|76900;2026-07-09\|45.86\|-2.11\|46.30\|46.47\|45.24\|88924;2026-07-10\|46.03\|0.37\|46.00\|46.50\|45.38\|76835;2026-07-13\|45.19\|-1.82\|45.39\|45.40\|44.72\|73621;2026-07-14\|45.26\|0.15\|44.40\|45.26\|44.37\|58147;2026-07-15\|45.99\|1.61\|45.02\|46.26\|44.81\|86289;2026-07-16\|45.48\|-1.11\|45.90\|46.35\|45.27\|50224;2026-07-17\|45.60\|0.26\|45.29\|46.20\|45.21\|72237;2026-07-20\|45.92\|0.70\|45.08\|46.40\|44.92\|100023;2026-07-21\|45.56\|-0.78\|46.08\|46.98\|45.34\|79440;2026-07-22\|45.50\|-0.13\|45.08\|45.75\|45.05\|55301;2026-07-23\|46.15\|1.43\|45.20\|46.37\|45.10\|62726;2026-07-24\|44.64\|-3.27\|45.69\|46.03\|44.61\|81051
41476	国际原油期货暴跌	涨停揭秘：国际油价大跌显著改善航司成本结构，叠加五一假期临近催化航空需求预期升温；涨停缘由：燃油成本占营业成本超30%，油价下行直接提升利润率；国内客运量同比高增+国际航班有序恢复支撑量价齐升；资金逻辑：板块轮动下资金回流低估值蓝筹，北向及保险资金增持意愿增强，行业集中度提升逻辑强化；风险提示：人民币汇率波动影响汇兑损益，2025年Q4仍处亏损状态，盈利持续性需观察暑运兑现情况	国内最大的航空公司	2026-03-17\|7.19\|-0.55\|7.26\|7.38\|7.18\|1080329;2026-03-18\|7.12\|-0.97\|7.25\|7.29\|7.03\|1191660;2026-03-19\|6.83\|-4.07\|7.01\|7.01\|6.80\|1556465;2026-03-20\|6.76\|-1.02\|6.86\|6.92\|6.76\|865886;2026-03-23\|6.44\|-4.73\|6.61\|6.65\|6.38\|1481814;2026-03-24\|6.65\|3.26\|6.57\|6.66\|6.55\|1178516;2026-03-25\|6.92\|4.06\|6.77\|6.94\|6.77\|1160999;2026-03-26\|6.82\|-1.45\|6.87\|7.01\|6.77\|1084617;2026-03-27\|6.89\|1.03\|6.73\|7.00\|6.72\|855358;2026-03-30\|6.85\|-0.58\|6.73\|6.92\|6.69\|865216;2026-03-31\|6.73\|-1.75\|6.85\|6.97\|6.70\|829228;2026-04-01\|7.04\|4.61\|6.94\|7.07\|6.88\|1479920;2026-04-02\|6.88\|-2.27\|6.97\|6.97\|6.82\|801986;2026-04-03\|6.78\|-1.45\|6.84\|6.92\|6.75\|497186;2026-04-07\|6.70\|-1.18\|6.74\|6.77\|6.66\|460996;2026-04-08\|7.19\|7.31\|7.10\|7.22\|7.09\|1812062;2026-04-09\|7.00\|-2.64\|7.00\|7.14\|6.96\|858879;2026-04-10\|6.96\|-0.57\|7.05\|7.08\|6.94\|761515;2026-04-13\|6.88\|-1.15\|6.83\|6.89\|6.80\|576332;2026-04-14\|6.91\|0.44\|6.95\|6.99\|6.80\|764248;2026-04-15\|6.98\|1.01\|7.10\|7.17\|6.95\|1131907;2026-04-16\|6.99\|0.14\|7.00\|7.06\|6.97\|718536;2026-04-17\|6.92\|-1.00\|6.97\|6.99\|6.86\|628890;2026-04-20\|7.08\|2.31\|6.93\|7.08\|6.92\|1299793;2026-04-21\|7.15\|0.99\|7.02\|7.18\|7.01\|1043563;2026-04-22\|7.02\|-1.82\|7.10\|7.13\|7.00\|713651;2026-04-23\|6.85\|-2.42\|6.98\|6.99\|6.81\|929861;2026-04-24\|6.77\|-1.17\|6.77\|6.83\|6.74\|674779;2026-04-27\|6.70\|-1.03\|6.78\|6.78\|6.66\|621311;2026-04-28\|6.66\|-0.60\|6.66\|6.70\|6.62\|525865;2026-04-29\|6.72\|0.90\|6.64\|6.72\|6.62\|491137;2026-04-30\|6.73\|0.15\|6.75\|6.82\|6.69\|829177;2026-05-06\|6.84\|1.63\|6.85\|6.89\|6.74\|1060879;2026-05-07\|7.02\|2.63\|6.98\|7.11\|6.96\|1221088;2026-05-08\|7.29\|3.85\|6.94\|7.38\|6.92\|2001984;2026-05-11\|7.14\|-2.06\|7.20\|7.21\|7.05\|1099461;2026-05-12\|7.06\|-1.12\|7.12\|7.17\|7.02\|817471;2026-05-13\|7.14\|1.13\|7.04\|7.14\|6.97\|810914;2026-05-14\|7.02\|-1.68\|7.11\|7.13\|6.98\|713034;2026-05-15\|6.74\|-3.99\|6.98\|6.98\|6.71\|1500912;2026-05-18\|6.59\|-2.23\|6.67\|6.68\|6.54\|1024965;2026-05-19\|6.78\|2.88\|6.63\|6.78\|6.62\|691777;2026-05-20\|6.70\|-1.18\|6.70\|6.72\|6.63\|641900;2026-05-21\|6.77\|1.04\|6.85\|6.96\|6.74\|1399874;2026-05-22\|6.68\|-1.33\|6.78\|6.78\|6.65\|888192;2026-05-25\|6.94\|3.89\|6.88\|7.01\|6.79\|1768049;2026-05-26\|6.96\|0.29\|6.88\|7.04\|6.85\|1381138;2026-05-27\|6.86\|-1.44\|6.90\|6.95\|6.83\|864762;2026-05-28\|6.77\|-1.31\|6.90\|6.98\|6.70\|1186786;2026-05-29\|6.81\|0.59\|6.84\|7.03\|6.81\|1484577;2026-06-01\|6.78\|-0.44\|6.77\|6.90\|6.65\|1213810;2026-06-02\|6.67\|-1.62\|6.71\|6.75\|6.64\|1162979;2026-06-03\|6.51\|-2.40\|6.61\|6.61\|6.50\|1178768;2026-06-04\|6.50\|-0.15\|6.48\|6.55\|6.46\|581372;2026-06-05\|6.47\|-0.46\|6.56\|6.58\|6.42\|783034;2026-06-08\|6.16\|-4.79\|6.34\|6.35\|6.14\|1200006;2026-06-09\|6.21\|0.81\|6.19\|6.24\|6.14\|748659;2026-06-10\|6.16\|-0.81\|6.16\|6.20\|6.04\|951219;2026-06-11\|5.96\|-3.25\|6.00\|6.06\|5.88\|1108843;2026-06-12\|6.27\|5.20\|6.12\|6.34\|6.11\|1614786;2026-06-15\|6.52\|3.99\|6.59\|6.74\|6.48\|1798990;2026-06-16\|6.39\|-1.99\|6.51\|6.52\|6.37\|1009018;2026-06-17\|6.47\|1.25\|6.50\|6.54\|6.39\|904230;2026-06-18\|6.24\|-3.55\|6.43\|6.45\|6.20\|971172;2026-06-22\|6.20\|-0.64\|6.08\|6.20\|5.98\|1158543;2026-06-23\|6.06\|-2.26\|6.20\|6.25\|6.03\|831227;2026-06-24\|6.15\|1.49\|6.07\|6.28\|6.01\|1002485;2026-06-25\|6.54\|6.34\|6.27\|6.58\|6.24\|2256406;2026-06-26\|6.37\|-2.60\|6.44\|6.50\|6.36\|1064843;2026-06-29\|6.21\|-2.51\|6.31\|6.33\|6.17\|968763;2026-06-30\|6.05\|-2.58\|6.21\|6.22\|5.98\|1481812;2026-07-01\|6.24\|3.14\|6.01\|6.28\|6.00\|1269461;2026-07-02\|6.15\|-1.44\|6.34\|6.37\|6.12\|998572;2026-07-03\|6.10\|-0.81\|6.13\|6.22\|6.08\|773643;2026-07-06\|6.19\|1.48\|6.13\|6.24\|6.08\|845104;2026-07-07\|6.09\|-1.62\|6.18\|6.18\|6.06\|813276;2026-07-08\|6.02\|-1.15\|6.02\|6.08\|5.98\|756327;2026-07-09\|5.93\|-1.50\|5.95\|5.96\|5.82\|1180834;2026-07-10\|6.00\|1.18\|5.93\|6.03\|5.87\|680562;2026-07-13\|5.86\|-2.33\|5.88\|5.91\|5.84\|658711;2026-07-14\|5.92\|1.02\|5.79\|5.92\|5.73\|648273;2026-07-15\|5.97\|0.84\|5.84\|5.99\|5.81\|645763;2026-07-16\|5.90\|-1.17\|5.92\|5.99\|5.86\|753340;2026-07-17\|5.84\|-1.02\|5.86\|5.94\|5.80\|620263;2026-07-20\|5.87\|0.51\|5.80\|5.92\|5.79\|741588;2026-07-21\|5.91\|0.68\|5.88\|6.00\|5.86\|887817;2026-07-22\|5.98\|1.18\|5.86\|6.00\|5.86\|952528;2026-07-23\|6.07\|1.50\|5.98\|6.11\|5.94\|913049;2026-07-24\|5.96\|-1.81\|6.00\|6.05\|5.95\|679068
41475	国际原油期货暴跌	涨停揭秘：2025年预盈8亿至10亿元实现同比扭亏，叠加油价回落与国际运力扩张双重驱动；涨停缘由：机队规模最大带来单位成本优势；国际航线占比提升增强收益弹性；免税合作及跨境电商平台绿翼商城增厚非航收入；资金逻辑：业绩拐点确认吸引中长期资金布局，融资融券余额连续三周上升，板块内估值洼地获资金关注；风险提示：资产负债率61.5%仍处高位，财务费用压力未完全缓解，部分国际航线恢复进度慢于预期	中国运输飞机最多、航线网络最发达、年客运量最大的航空公司；2025年预盈8亿至10亿元，同比扭亏	2026-03-17\|6.15\|-0.32\|6.19\|6.36\|6.14\|1284301;2026-03-18\|6.09\|-0.98\|6.22\|6.25\|6.02\|1245951;2026-03-19\|5.81\|-4.60\|5.95\|5.97\|5.79\|1614320;2026-03-20\|5.77\|-0.69\|5.88\|5.91\|5.75\|1074595;2026-03-23\|5.46\|-5.37\|5.65\|5.66\|5.38\|1814238;2026-03-24\|5.62\|2.93\|5.54\|5.64\|5.51\|1710797;2026-03-25\|5.76\|2.49\|5.73\|5.81\|5.69\|1573087;2026-03-26\|5.69\|-1.22\|5.74\|5.93\|5.66\|1870027;2026-03-27\|5.76\|1.23\|5.65\|5.84\|5.64\|1016335;2026-03-30\|5.73\|-0.52\|5.64\|5.76\|5.58\|1087558;2026-03-31\|5.65\|-1.40\|5.74\|5.84\|5.63\|1036099;2026-04-01\|5.93\|4.96\|5.78\|5.95\|5.78\|1594179;2026-04-02\|5.74\|-3.20\|5.86\|5.87\|5.72\|1287440;2026-04-03\|5.67\|-1.22\|5.73\|5.75\|5.65\|666074;2026-04-07\|5.61\|-1.06\|5.68\|5.68\|5.56\|690652;2026-04-08\|6.05\|7.84\|5.95\|6.15\|5.94\|2280172;2026-04-09\|5.82\|-3.80\|5.88\|5.93\|5.79\|1632737;2026-04-10\|5.80\|-0.34\|5.86\|5.89\|5.80\|1089881;2026-04-13\|5.72\|-1.38\|5.69\|5.76\|5.68\|986577;2026-04-14\|5.74\|0.35\|5.81\|5.88\|5.67\|1282393;2026-04-15\|5.76\|0.35\|5.87\|5.93\|5.74\|1564276;2026-04-16\|5.76\|0.00\|5.76\|5.81\|5.73\|1132916;2026-04-17\|5.71\|-0.87\|5.73\|5.76\|5.67\|1030711;2026-04-20\|5.81\|1.75\|5.72\|5.82\|5.70\|1990974;2026-04-21\|5.78\|-0.52\|5.77\|5.83\|5.74\|1155787;2026-04-22\|5.72\|-1.04\|5.74\|5.74\|5.68\|1221692;2026-04-23\|5.62\|-1.75\|5.66\|5.69\|5.58\|1364512;2026-04-24\|5.56\|-1.07\|5.59\|5.61\|5.54\|872226;2026-04-27\|5.51\|-0.90\|5.53\|5.55\|5.45\|844496;2026-04-28\|5.44\|-1.27\|5.48\|5.51\|5.41\|902703;2026-04-29\|5.50\|1.10\|5.42\|5.52\|5.41\|773903;2026-04-30\|5.41\|-1.64\|5.45\|5.53\|5.38\|1788284;2026-05-06\|5.51\|1.85\|5.45\|5.53\|5.42\|1386589;2026-05-07\|5.62\|2.00\|5.64\|5.71\|5.57\|1635257;2026-05-08\|5.71\|1.60\|5.56\|5.77\|5.54\|2149331;2026-05-11\|5.65\|-1.05\|5.65\|5.66\|5.58\|1276318;2026-05-12\|5.60\|-0.89\|5.64\|5.69\|5.58\|1017557;2026-05-13\|5.62\|0.36\|5.60\|5.62\|5.53\|978771;2026-05-14\|5.49\|-2.31\|5.61\|5.63\|5.48\|1133928;2026-05-15\|5.37\|-2.19\|5.48\|5.49\|5.35\|1430379;2026-05-18\|5.23\|-2.61\|5.33\|5.33\|5.19\|1349579;2026-05-19\|5.35\|2.29\|5.25\|5.36\|5.25\|839062;2026-05-20\|5.29\|-1.12\|5.32\|5.33\|5.24\|612284;2026-05-21\|5.37\|1.51\|5.40\|5.49\|5.36\|1403057;2026-05-22\|5.29\|-1.49\|5.38\|5.39\|5.27\|958713;2026-05-25\|5.54\|4.73\|5.43\|5.58\|5.42\|2020953;2026-05-26\|5.60\|1.08\|5.50\|5.66\|5.47\|1762612;2026-05-27\|5.47\|-2.32\|5.55\|5.58\|5.45\|1187234;2026-05-28\|5.42\|-0.91\|5.51\|5.58\|5.38\|1113406;2026-05-29\|5.49\|1.29\|5.50\|5.68\|5.48\|2058015;2026-06-01\|5.43\|-1.09\|5.44\|5.50\|5.34\|1289366;2026-06-02\|5.35\|-1.47\|5.36\|5.39\|5.29\|1243791;2026-06-03\|5.20\|-2.80\|5.28\|5.30\|5.19\|1664509;2026-06-04\|5.21\|0.19\|5.19\|5.24\|5.17\|775236;2026-06-05\|5.22\|0.19\|5.26\|5.30\|5.18\|893564;2026-06-08\|5.04\|-3.45\|5.10\|5.11\|4.98\|1527399;2026-06-09\|5.11\|1.39\|5.06\|5.13\|5.03\|845678;2026-06-10\|5.11\|0.00\|5.07\|5.13\|5.05\|573340;2026-06-11\|5.02\|-1.76\|5.01\|5.04\|4.98\|681369;2026-06-12\|5.27\|4.98\|5.15\|5.30\|5.12\|2061791;2026-06-15\|5.46\|3.61\|5.54\|5.68\|5.42\|2583184;2026-06-16\|5.39\|-1.28\|5.44\|5.48\|5.37\|1096143;2026-06-17\|5.45\|1.11\|5.50\|5.51\|5.38\|1081669;2026-06-18\|5.29\|-2.94\|5.42\|5.44\|5.26\|1149323;2026-06-22\|5.28\|-0.19\|5.21\|5.29\|5.12\|888704;2026-06-23\|5.16\|-2.27\|5.28\|5.33\|5.13\|854716;2026-06-24\|5.25\|1.74\|5.16\|5.40\|5.13\|1188157;2026-06-25\|5.58\|6.29\|5.38\|5.64\|5.35\|2919314;2026-06-26\|5.41\|-3.05\|5.50\|5.54\|5.41\|1226848;2026-06-29\|5.30\|-2.03\|5.35\|5.36\|5.24\|1266713;2026-06-30\|5.18\|-2.26\|5.27\|5.28\|5.11\|1523257;2026-07-01\|5.35\|3.28\|5.19\|5.38\|5.15\|1328134;2026-07-02\|5.26\|-1.68\|5.38\|5.43\|5.23\|1171025;2026-07-03\|5.21\|-0.95\|5.26\|5.31\|5.17\|1002523;2026-07-06\|5.23\|0.38\|5.21\|5.29\|5.18\|1025052;2026-07-07\|5.12\|-2.10\|5.20\|5.21\|5.10\|1165417;2026-07-08\|5.06\|-1.17\|5.05\|5.11\|5.03\|895452;2026-07-09\|5.05\|-0.20\|5.01\|5.06\|4.99\|848608;2026-07-10\|5.11\|1.19\|5.06\|5.13\|4.99\|865052;2026-07-13\|5.01\|-1.96\|5.03\|5.04\|5.00\|791801;2026-07-14\|5.04\|0.60\|4.98\|5.04\|4.95\|611431;2026-07-15\|5.05\|0.20\|4.98\|5.05\|4.95\|793141;2026-07-16\|5.03\|-0.40\|5.01\|5.07\|4.98\|713372;2026-07-17\|4.99\|-0.80\|5.00\|5.05\|4.97\|810646;2026-07-20\|5.02\|0.60\|4.98\|5.04\|4.96\|785206;2026-07-21\|5.06\|0.80\|5.02\|5.12\|5.01\|972734;2026-07-22\|5.08\|0.40\|5.03\|5.10\|5.01\|691019;2026-07-23\|5.18\|1.97\|5.07\|5.19\|5.05\|972192;2026-07-24\|5.04\|-2.70\|5.12\|5.16\|5.04\|717181

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason