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
41424	Anthropic推出新顶级AI模型	涨停揭秘：广州南沙、廊坊固安等核心节点数据中心已交付客户，叠加拟收购华拓光通信强化DAC高速互连能力，全面卡位AI算力基础设施升级；涨停缘由：阿里百炼MaaS业务Q1创历史增速，Token消耗量暴涨致算力资源持续紧缺；Anthropic新模型发布进一步拉动推理算力租赁需求；公司IDC资源具备高上架率与弹性扩容能力；资金逻辑：主力资金沿算力租赁主线向具备物理资源+网络连接双重壁垒的IDC龙头集中，大单透视显示早盘集中抢筹，机构与游资合力推升；风险提示：并购事项尚在推进中，存在不确定性；IDC行业电力成本上行压力未完全传导至下游，毛利率承压	1、国内领先的互联网云计算与大数据基础服务综合解决方案提供商；公司广州南沙数据中心、廊坊固安数据中心、成都数据中心已部分建成并交付客户使用； 2、公司拟作为意向受让方以现金方式通过公开挂牌方式受让深圳市特发信息股份有限公司持有的四川华拓光通信股份有限公司70%股权，四川华拓官网显示其包含各系列DAC产品	2026-03-17\|22.18\|-5.17\|23.42\|23.55\|22.17\|597787;2026-03-18\|24.20\|9.11\|22.66\|24.26\|22.48\|1145704;2026-03-19\|24.10\|-0.41\|23.50\|24.94\|23.50\|1060449;2026-03-20\|22.30\|-7.47\|24.21\|24.31\|22.28\|925561;2026-03-23\|20.93\|-6.14\|21.92\|22.20\|20.63\|763918;2026-03-24\|21.16\|1.10\|21.40\|21.40\|20.16\|693063;2026-03-25\|22.73\|7.42\|21.50\|23.45\|21.50\|1176581;2026-03-26\|21.98\|-3.30\|22.89\|23.07\|21.80\|636615;2026-03-27\|21.85\|-0.59\|21.77\|22.25\|21.34\|577022;2026-03-30\|22.19\|1.56\|21.44\|22.48\|20.72\|670198;2026-03-31\|21.83\|-1.62\|22.00\|23.11\|21.79\|643868;2026-04-01\|22.70\|3.99\|22.45\|23.05\|22.10\|819425;2026-04-02\|21.14\|-6.87\|22.37\|22.37\|21.01\|743623;2026-04-03\|21.12\|-0.09\|21.70\|21.70\|20.80\|577272;2026-04-07\|20.60\|-2.46\|21.03\|21.50\|20.51\|510280;2026-04-08\|23.08\|12.04\|21.61\|23.08\|21.55\|1305504;2026-04-09\|22.65\|-1.86\|22.55\|22.88\|22.36\|596630;2026-04-10\|22.50\|-0.66\|23.00\|23.16\|22.46\|563820;2026-04-13\|23.04\|2.40\|22.13\|23.19\|22.10\|645280;2026-04-14\|23.65\|2.65\|23.65\|24.15\|23.45\|831475;2026-04-15\|23.40\|-1.06\|23.70\|23.89\|23.24\|579476;2026-04-16\|25.94\|10.85\|23.60\|25.97\|23.52\|1572379;2026-04-17\|24.99\|-3.66\|25.97\|26.10\|24.77\|1043702;2026-04-20\|24.29\|-2.80\|24.74\|24.85\|24.11\|967381;2026-04-21\|23.76\|-2.18\|24.13\|24.13\|23.20\|695469;2026-04-22\|24.70\|3.96\|23.69\|24.80\|23.52\|1152692;2026-04-23\|24.56\|-0.57\|24.43\|25.27\|24.31\|955016;2026-04-24\|24.00\|-2.28\|24.21\|24.41\|22.81\|1023292;2026-04-27\|23.20\|-3.33\|23.27\|23.59\|22.55\|732039;2026-04-28\|23.35\|0.65\|23.19\|23.90\|23.08\|765020;2026-04-29\|25.10\|7.49\|23.97\|25.98\|23.77\|1590173;2026-04-30\|24.94\|-0.64\|24.86\|25.53\|24.45\|785462;2026-05-06\|26.92\|7.94\|25.65\|27.64\|25.57\|1297353;2026-05-07\|27.39\|1.75\|27.30\|27.73\|26.97\|862295;2026-05-08\|27.06\|-1.20\|26.92\|27.46\|26.50\|708258;2026-05-11\|26.51\|-2.03\|28.22\|28.22\|26.15\|948320;2026-05-12\|25.78\|-2.75\|26.52\|26.53\|25.55\|616942;2026-05-13\|27.96\|8.46\|25.77\|28.18\|25.52\|1179310;2026-05-14\|26.97\|-3.54\|28.64\|28.98\|26.81\|925754;2026-05-15\|27.36\|1.45\|27.85\|29.49\|27.04\|1341525;2026-05-18\|27.83\|1.72\|28.06\|28.48\|27.53\|1071765;2026-05-19\|28.03\|0.72\|27.35\|28.27\|26.62\|1104166;2026-05-20\|26.73\|-4.64\|27.53\|28.29\|26.69\|968465;2026-05-21\|24.47\|-8.45\|26.94\|27.12\|24.30\|1082792;2026-05-22\|25.40\|3.80\|24.95\|25.76\|24.55\|763027;2026-05-25\|25.16\|-0.94\|25.41\|25.73\|24.40\|695999;2026-05-26\|23.94\|-4.85\|24.81\|24.84\|23.48\|662575;2026-05-27\|22.87\|-4.47\|23.80\|23.94\|22.73\|554801;2026-05-28\|23.10\|1.01\|23.35\|23.55\|22.26\|580772;2026-05-29\|21.76\|-5.80\|23.11\|23.29\|21.57\|624159;2026-06-01\|21.72\|-0.18\|22.02\|22.35\|21.67\|527918;2026-06-02\|22.03\|1.43\|21.86\|22.05\|20.87\|569110;2026-06-03\|21.25\|-3.54\|21.41\|21.89\|20.97\|690209;2026-06-04\|20.90\|-1.65\|20.81\|21.07\|20.44\|534478;2026-06-05\|20.49\|-1.96\|20.79\|21.10\|20.17\|489548;2026-06-08\|19.34\|-5.61\|19.91\|20.35\|19.14\|523396;2026-06-09\|19.82\|2.48\|19.75\|20.00\|19.38\|372339;2026-06-10\|19.90\|0.40\|19.69\|20.80\|19.60\|631976;2026-06-11\|18.95\|-4.77\|19.77\|19.79\|18.80\|516242;2026-06-12\|19.07\|0.63\|19.29\|19.76\|19.05\|439164;2026-06-15\|20.23\|6.08\|19.39\|20.27\|19.37\|498045;2026-06-16\|20.10\|-0.64\|20.19\|20.33\|19.79\|442061;2026-06-17\|20.08\|-0.10\|19.83\|20.37\|19.73\|389682;2026-06-18\|21.12\|5.18\|20.20\|21.29\|20.08\|838322;2026-06-22\|22.00\|4.17\|21.09\|22.30\|20.95\|913444;2026-06-23\|21.28\|-3.27\|21.68\|22.10\|21.04\|749582;2026-06-24\|21.52\|1.13\|21.08\|21.86\|20.65\|622149;2026-06-25\|20.81\|-3.30\|21.50\|21.72\|20.65\|550319;2026-06-26\|19.37\|-6.92\|20.50\|20.54\|19.37\|535623;2026-06-29\|18.88\|-2.53\|19.35\|19.64\|18.51\|415609;2026-06-30\|20.22\|7.10\|18.93\|20.47\|18.62\|509178;2026-07-01\|21.50\|6.33\|20.30\|22.07\|20.12\|826260;2026-07-02\|20.90\|-2.75\|21.15\|21.86\|20.75\|596614;2026-07-03\|20.36\|-2.58\|20.71\|21.50\|20.24\|469151;2026-07-06\|19.80\|-2.75\|21.20\|21.38\|19.75\|441791;2026-07-07\|19.21\|-2.98\|19.70\|19.96\|18.99\|359892;2026-07-08\|20.33\|5.83\|19.40\|20.93\|19.40\|702655;2026-07-09\|20.40\|0.34\|20.20\|20.60\|19.68\|563668;2026-07-10\|20.83\|2.11\|20.06\|21.75\|19.94\|745493;2026-07-13\|21.15\|1.54\|20.88\|21.48\|20.68\|706570;2026-07-14\|19.83\|-6.24\|20.98\|21.16\|18.51\|844808;2026-07-15\|19.71\|-0.61\|19.66\|20.19\|19.09\|476441;2026-07-16\|19.90\|0.96\|19.38\|20.59\|19.22\|474127;2026-07-17\|20.38\|2.41\|19.55\|20.98\|19.10\|829830;2026-07-20\|20.90\|2.55\|20.46\|21.23\|20.03\|754868;2026-07-21\|21.78\|4.21\|20.70\|21.92\|20.12\|950614;2026-07-22\|22.92\|5.23\|21.57\|23.55\|21.31\|1217487;2026-07-23\|22.63\|-1.27\|22.50\|23.32\|22.21\|764839;2026-07-24\|20.80\|-8.09\|22.00\|22.13\|20.80\|742909
41423	Anthropic推出新顶级AI模型	磁悬浮热泵+数据中心+节能设备 1、据2025年9月3日互动易，公司磁暑浮离心热泵相关产品是公司基于在磁悬浮和热管理领域的深厚积累所进行的创新拓展，旨在为数据中心提供高效的供冷、供热及余热回收一体化解决方案，契合“双碳”目标下数据中心的节能降耗需求，公司将积极推动该技术的市场应用。 2、据2025年4月23日年报，公司主营节能空气压缩机、鼓风机及磁悬浮离心式冷水热泵机组等300余种型号产品，销往全球100多个国家。 3、据2025年5月12日互动易，公司磁悬浮变频离心式冷水机组和热泵机组已完成研发并具备量产能力。	公司磁悬浮离心热泵已具备为数据中心提供高效供冷、供热及余热回收一体化解决方案的能力	2026-03-17\|53.83\|-5.89\|57.00\|57.40\|53.72\|49043;2026-03-18\|54.91\|2.01\|54.24\|56.87\|54.24\|39477;2026-03-19\|53.15\|-3.21\|54.00\|54.85\|52.70\|32767;2026-03-20\|50.30\|-5.36\|53.21\|53.99\|50.18\|43084;2026-03-23\|46.40\|-7.75\|48.60\|49.87\|46.09\|53115;2026-03-24\|47.80\|3.02\|47.77\|48.59\|46.68\|37691;2026-03-25\|49.31\|3.16\|48.48\|50.50\|48.28\|40992;2026-03-26\|48.87\|-0.89\|49.29\|50.47\|48.52\|32768;2026-03-27\|50.85\|4.05\|48.39\|51.84\|48.00\|40536;2026-03-30\|50.50\|-0.69\|49.22\|52.66\|49.01\|44695;2026-03-31\|51.43\|1.84\|50.52\|53.29\|49.81\|56071;2026-04-01\|51.95\|1.01\|53.35\|53.75\|51.21\|47213;2026-04-02\|49.05\|-5.58\|51.41\|52.30\|48.70\|51128;2026-04-03\|47.86\|-2.43\|48.99\|49.58\|47.23\|30940;2026-04-07\|47.65\|-0.44\|47.86\|49.65\|47.32\|29503;2026-04-08\|53.40\|12.07\|48.59\|54.85\|48.59\|59421;2026-04-09\|54.90\|2.81\|52.57\|55.54\|52.03\|61707;2026-04-10\|57.00\|3.83\|55.50\|58.50\|54.58\|62704;2026-04-13\|59.20\|3.86\|59.42\|61.88\|58.48\|87397;2026-04-14\|63.03\|6.47\|60.00\|66.66\|59.20\|88002;2026-04-15\|63.80\|1.22\|61.80\|65.17\|61.18\|66970;2026-04-16\|62.36\|-2.26\|64.06\|66.40\|61.83\|65954;2026-04-17\|63.05\|1.11\|62.77\|64.60\|61.31\|54818;2026-04-20\|63.17\|0.19\|63.97\|67.45\|62.01\|77029;2026-04-21\|60.13\|-4.81\|61.39\|62.50\|59.40\|59189;2026-04-22\|59.63\|-0.83\|59.90\|60.93\|57.50\|45750;2026-04-23\|60.08\|0.75\|60.90\|62.31\|59.16\|51207;2026-04-24\|55.92\|-6.92\|59.03\|59.90\|54.72\|51159;2026-04-27\|54.51\|-2.52\|55.76\|56.80\|54.39\|42321;2026-04-28\|60.08\|10.22\|55.60\|61.41\|54.62\|77728;2026-04-29\|60.05\|-0.05\|57.70\|63.03\|56.37\|96466;2026-04-30\|58.88\|-1.95\|58.88\|61.16\|57.80\|49390;2026-05-06\|59.22\|0.58\|59.24\|61.55\|58.00\|54106;2026-05-07\|64.10\|8.24\|59.95\|65.24\|58.03\|85824;2026-05-08\|63.98\|-0.19\|63.00\|65.35\|61.40\|57762;2026-05-11\|65.77\|2.80\|64.80\|69.38\|64.11\|66134;2026-05-12\|70.66\|7.43\|65.64\|76.14\|65.63\|114937;2026-05-13\|72.00\|1.90\|70.50\|72.98\|68.45\|94675;2026-05-14\|72.15\|0.21\|73.49\|76.68\|69.50\|80816;2026-05-15\|78.05\|8.18\|75.50\|81.17\|73.50\|102018;2026-05-18\|81.82\|4.83\|75.60\|85.44\|75.60\|81960;2026-05-19\|77.57\|-5.19\|81.88\|82.20\|76.87\|70071;2026-05-20\|76.46\|-1.43\|77.00\|78.00\|72.80\|73883;2026-05-21\|74.88\|-2.07\|76.93\|82.50\|74.00\|73037;2026-05-22\|78.68\|5.07\|76.50\|79.79\|75.50\|57836;2026-05-25\|81.63\|3.75\|82.57\|87.60\|79.79\|57641;2026-05-26\|72.77\|-10.85\|80.40\|80.99\|69.97\|87291;2026-05-27\|67.73\|-6.93\|71.90\|73.33\|66.70\|51434;2026-05-28\|69.90\|3.20\|67.20\|72.00\|66.42\|52427;2026-05-29\|64.98\|-7.04\|70.32\|71.12\|63.00\|67432;2026-06-01\|63.10\|-2.89\|64.67\|66.15\|62.50\|39061;2026-06-02\|65.49\|3.79\|62.93\|66.48\|60.21\|52397;2026-06-03\|66.00\|0.78\|65.92\|68.50\|64.67\|36607;2026-06-04\|67.30\|1.97\|65.11\|67.66\|63.48\|41676;2026-06-05\|63.98\|-4.93\|66.78\|67.39\|63.20\|30051;2026-06-08\|57.75\|-9.74\|61.28\|61.98\|55.88\|46410;2026-06-09\|62.20\|7.71\|58.35\|62.58\|57.00\|46141;2026-06-10\|59.67\|-4.07\|62.18\|62.49\|58.27\|29172;2026-06-11\|58.53\|-1.91\|59.59\|59.59\|58.07\|20256;2026-06-12\|56.85\|-2.87\|59.80\|60.34\|56.81\|21246;2026-06-15\|64.80\|13.98\|57.00\|65.15\|56.99\|44456;2026-06-16\|64.22\|-0.90\|66.00\|66.00\|63.00\|41487;2026-06-17\|64.07\|-0.23\|63.73\|65.97\|62.76\|29427;2026-06-18\|67.50\|5.35\|64.90\|69.81\|63.47\|38832;2026-06-22\|64.80\|-4.00\|67.75\|71.27\|63.01\|41970;2026-06-23\|64.38\|-0.65\|65.29\|67.50\|63.18\|40117;2026-06-24\|64.63\|0.39\|63.29\|66.50\|62.17\|29812;2026-06-25\|65.68\|1.62\|64.07\|69.73\|63.01\|42950;2026-06-26\|64.26\|-2.16\|65.30\|69.91\|63.62\|51171;2026-06-29\|56.32\|-12.36\|64.01\|64.80\|55.70\|46616;2026-06-30\|56.12\|0.16\|57.04\|58.13\|55.00\|28826;2026-07-01\|52.96\|-5.63\|56.70\|56.70\|52.76\|32145;2026-07-02\|50.43\|-4.78\|52.94\|53.90\|50.18\|35340;2026-07-03\|51.84\|2.80\|50.60\|52.91\|50.25\|34847;2026-07-06\|62.21\|20.00\|51.07\|62.21\|51.07\|63225;2026-07-07\|56.70\|-8.86\|62.21\|62.40\|55.25\|71214;2026-07-08\|51.94\|-8.40\|57.72\|58.74\|51.87\|50200;2026-07-09\|57.49\|10.69\|53.38\|62.33\|53.37\|106206;2026-07-10\|62.00\|7.84\|56.92\|65.80\|56.92\|92663;2026-07-13\|57.63\|-7.05\|60.67\|62.00\|57.04\|55186;2026-07-14\|57.55\|-0.14\|56.98\|59.53\|54.42\|49144;2026-07-15\|55.78\|-3.08\|58.00\|59.49\|54.74\|38880;2026-07-16\|54.01\|-3.17\|54.77\|56.33\|53.19\|36049;2026-07-17\|49.12\|-9.05\|54.73\|54.74\|49.00\|49946;2026-07-20\|44.62\|-9.16\|50.00\|51.14\|43.15\|53355;2026-07-21\|46.45\|4.10\|44.62\|46.45\|38.39\|54714;2026-07-22\|44.11\|-5.04\|45.94\|47.16\|43.60\|35379;2026-07-23\|43.75\|-0.82\|44.71\|46.44\|43.09\|27564;2026-07-24\|43.40\|-0.80\|43.03\|45.27\|42.00\|23054
41422	Anthropic推出新顶级AI模型	智算云服务+智谱一体机+昇腾合作 1、据2024年年报，公司主营智算云服务，管理芯片规模超2.1万张，通过"一云多池"策略整合算力资源。 2、据2026年1月27日互动易，公司与智谱联合推出“硬件+软件+模型”一体机完成核心技术适配与产品定型，预装GLM系列模型并已向政府、金融、工业等B端客户开放应用，正推进标杆场景落地与规模化推广。 3、据2026年1月27日互动易，公司与华为联合发布“首都在线&昇腾DeepSeek一体机”，实现昇腾AI处理器与公司全球云网资源全链路深度融合。 4、据2026年1月29日2025年度业绩预告，公司预计2025年归母净利润-1.75至-1.60亿元，同比减亏42.27%至47.22%，智算云收入快速增长，成为核心引擎。	公司有位于文昌国际航天城的航天超算数据中心	2026-03-17\|30.11\|-5.94\|32.29\|32.45\|30.03\|510880;2026-03-18\|33.20\|10.26\|30.63\|33.45\|30.37\|746269;2026-03-19\|33.42\|0.66\|31.70\|34.60\|31.38\|829572;2026-03-20\|30.11\|-9.90\|33.09\|33.42\|30.10\|654880;2026-03-23\|28.26\|-6.14\|29.58\|30.23\|27.97\|452681;2026-03-24\|28.56\|1.06\|28.91\|29.10\|27.31\|420308;2026-03-25\|30.16\|5.60\|28.97\|30.95\|28.97\|642823;2026-03-26\|28.61\|-5.14\|30.10\|30.20\|28.41\|392156;2026-03-27\|28.58\|-0.10\|28.31\|29.18\|27.94\|302132;2026-03-30\|28.86\|0.98\|27.75\|28.98\|27.03\|380413;2026-03-31\|28.16\|-2.43\|28.96\|29.38\|27.98\|309289;2026-04-01\|29.60\|5.11\|29.50\|30.68\|29.15\|655646;2026-04-02\|27.40\|-7.43\|29.43\|29.44\|26.90\|543491;2026-04-03\|28.00\|2.19\|27.86\|28.74\|27.23\|489110;2026-04-07\|27.09\|-3.25\|27.80\|28.23\|26.81\|326500;2026-04-08\|30.40\|12.22\|28.42\|30.50\|28.42\|723274;2026-04-09\|29.94\|-1.51\|29.93\|30.13\|29.30\|432774;2026-04-10\|29.30\|-2.14\|30.60\|30.60\|29.28\|401913;2026-04-13\|30.14\|2.87\|29.01\|30.79\|28.75\|405510;2026-04-14\|30.66\|1.73\|31.70\|32.20\|30.33\|560457;2026-04-15\|29.91\|-2.45\|31.00\|31.47\|29.70\|390702;2026-04-16\|31.22\|4.38\|30.01\|31.62\|30.00\|554133;2026-04-17\|30.80\|-1.35\|30.79\|31.25\|30.01\|413030;2026-04-20\|30.44\|-1.17\|30.83\|31.13\|30.16\|366789;2026-04-21\|29.08\|-4.47\|30.00\|30.21\|28.55\|363765;2026-04-22\|29.13\|0.17\|29.08\|29.30\|28.40\|551796;2026-04-23\|29.01\|-0.41\|28.65\|29.91\|28.60\|522069;2026-04-24\|28.48\|-1.83\|28.75\|29.08\|27.19\|505646;2026-04-27\|27.50\|-3.44\|28.24\|28.48\|26.72\|370246;2026-04-28\|26.53\|-3.53\|27.28\|27.58\|26.37\|302858;2026-04-29\|27.02\|1.85\|26.38\|27.65\|26.18\|294695;2026-04-30\|26.75\|-1.00\|26.92\|27.38\|26.28\|243080;2026-05-06\|29.45\|10.09\|27.50\|30.26\|27.50\|685462;2026-05-07\|30.80\|4.58\|29.46\|30.88\|29.16\|512158;2026-05-08\|30.46\|-1.10\|30.25\|30.95\|30.03\|354856;2026-05-11\|31.93\|4.83\|31.10\|33.19\|31.10\|738018;2026-05-12\|31.41\|-1.63\|31.99\|32.49\|30.95\|366409;2026-05-13\|33.72\|7.35\|31.01\|33.99\|31.00\|539744;2026-05-14\|31.97\|-5.19\|34.59\|34.97\|31.94\|482054;2026-05-15\|31.37\|-1.88\|32.10\|32.88\|30.90\|438955;2026-05-18\|30.56\|-2.58\|31.41\|32.18\|30.20\|374361;2026-05-19\|31.88\|4.32\|30.61\|31.96\|29.94\|498724;2026-05-20\|31.03\|-2.67\|31.64\|32.80\|30.23\|504160;2026-05-21\|29.01\|-6.51\|31.35\|31.92\|28.90\|465833;2026-05-22\|29.66\|2.24\|29.59\|29.88\|28.85\|311412;2026-05-25\|28.51\|-3.88\|29.68\|29.79\|27.71\|416901;2026-05-26\|26.90\|-5.65\|28.06\|28.19\|26.37\|330154;2026-05-27\|25.04\|-6.91\|26.77\|26.97\|24.89\|315665;2026-05-28\|25.24\|0.80\|25.67\|25.87\|24.39\|307203;2026-05-29\|24.30\|-3.72\|25.12\|25.61\|24.03\|274166;2026-06-01\|24.46\|0.66\|24.30\|25.17\|24.10\|293671;2026-06-02\|23.61\|-3.48\|24.48\|24.68\|23.01\|304018;2026-06-03\|23.28\|-1.40\|23.42\|23.83\|22.98\|302953;2026-06-04\|24.01\|3.14\|23.00\|24.46\|22.60\|405032;2026-06-05\|22.98\|-4.29\|23.89\|23.89\|22.91\|312417;2026-06-08\|22.13\|-3.70\|21.97\|22.95\|21.82\|249925;2026-06-09\|22.38\|1.13\|22.43\|22.66\|21.83\|201120;2026-06-10\|21.79\|-2.64\|22.32\|23.22\|21.65\|278107;2026-06-11\|20.92\|-3.99\|21.79\|21.79\|20.81\|256443;2026-06-12\|21.27\|1.67\|21.50\|21.71\|21.05\|225913;2026-06-15\|22.47\|5.64\|21.55\|23.35\|21.55\|301165;2026-06-16\|22.63\|0.71\|22.57\|22.80\|22.28\|207571;2026-06-17\|22.39\|-1.06\|22.42\|22.95\|22.16\|212891;2026-06-18\|22.82\|1.92\|22.35\|23.15\|22.11\|305200;2026-06-22\|24.63\|7.93\|23.44\|26.12\|22.84\|757160;2026-06-23\|23.11\|-6.17\|24.08\|24.33\|22.93\|429190;2026-06-24\|23.70\|2.55\|22.86\|23.77\|22.37\|378406;2026-06-25\|22.47\|-5.19\|23.41\|24.09\|22.30\|346239;2026-06-26\|20.90\|-6.99\|22.17\|22.25\|20.81\|320616;2026-06-29\|20.03\|-4.16\|20.89\|20.96\|19.75\|292451;2026-06-30\|21.21\|5.89\|20.18\|21.78\|19.94\|291750;2026-07-01\|21.98\|3.63\|21.38\|22.80\|20.60\|440442;2026-07-02\|21.06\|-4.19\|21.55\|22.05\|21.05\|268660;2026-07-03\|20.54\|-2.47\|21.01\|21.48\|20.48\|228580;2026-07-06\|19.88\|-3.21\|20.54\|20.75\|19.81\|191862;2026-07-07\|18.87\|-5.08\|20.01\|20.01\|18.69\|231064;2026-07-08\|19.75\|4.66\|19.08\|20.25\|18.65\|394115;2026-07-09\|20.17\|2.13\|19.60\|20.65\|19.34\|341173;2026-07-10\|21.35\|5.85\|20.04\|22.35\|20.00\|489089;2026-07-13\|20.37\|-4.59\|21.40\|21.92\|20.26\|302068;2026-07-14\|19.97\|-1.96\|20.46\|20.69\|18.77\|297741;2026-07-15\|19.86\|-0.55\|19.97\|20.49\|19.73\|206321;2026-07-16\|19.99\|0.65\|19.30\|20.75\|19.21\|260143;2026-07-17\|18.51\|-7.40\|19.87\|20.53\|18.25\|304736;2026-07-20\|18.95\|2.38\|19.80\|20.97\|18.30\|459263;2026-07-21\|19.39\|2.32\|18.67\|19.40\|17.01\|481809;2026-07-22\|19.24\|-0.77\|19.50\|20.84\|19.10\|522117;2026-07-23\|19.01\|-1.20\|19.11\|20.05\|18.70\|393390;2026-07-24\|18.11\|-4.73\|18.32\|18.80\|18.07\|257405
41421	Anthropic推出新顶级AI模型	AI云电脑+算力租赁+AI应用+业绩预增行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据证券时报e公司2026年3月8日报道，顺网科技在2月初表示，公司依托边缘算力优势深耕AI领域，推出了AI云电脑，内置DeepSeek、Qwen、OpenClaw等多类AI基础应用，覆盖图片/视频/音乐生成、编程辅助等应用，用户无需复杂部署即可拥有“云端AI一体机”。 2、据2026年2月4日投资者关系活动记录表，公司预计2025年归母净利润3.6–4.3亿元，同比增长42.92%–70.71%，高毛利业务规模扩大。 3、据2026年3月6日投资者关系活动记录表，截至2025年第三季度公司已落地300+边缘机房、覆盖近200城，可运营5万路电竞级GPU算力，云业务进入规模扩张阶段。 4、据2026年2月25日互动易，公司依托边缘算力推出AI云电脑及顺网智算平台，内置图片/视频/音乐生成、编程辅助等AI应用，已落地医疗、智能客服等场景。	1、公司算力云业务孵化自电竞服务数智化解决方案，帮助电竞服务相关从业者实现业务上云、管理上云，助力各行各业实现产业数字化升级； 2、公司推出了AI云电脑，内置OpenClaw在内的多类AI应用，覆盖图片/视频/音乐生成、编程辅助等应用，用户无需复杂部署即可拥有“云端AI一体机”	2026-03-17\|25.95\|-3.89\|27.11\|27.24\|25.91\|410256;2026-03-18\|29.04\|11.91\|26.47\|29.30\|26.47\|1001112;2026-03-19\|29.09\|0.17\|28.51\|29.60\|28.25\|793656;2026-03-20\|27.61\|-5.09\|28.98\|29.15\|27.56\|593658;2026-03-23\|28.18\|2.06\|27.13\|28.97\|26.93\|739990;2026-03-24\|29.19\|3.58\|28.60\|29.50\|27.78\|969452;2026-03-25\|29.39\|0.69\|29.21\|30.90\|29.21\|1181126;2026-03-26\|28.42\|-3.30\|29.00\|29.57\|28.25\|684210;2026-03-27\|27.84\|-2.04\|27.72\|29.18\|27.56\|615388;2026-03-30\|27.71\|-0.47\|26.70\|27.99\|25.69\|587083;2026-03-31\|26.43\|-4.62\|27.27\|27.67\|26.37\|445312;2026-04-01\|28.55\|8.02\|27.27\|29.80\|27.24\|826116;2026-04-02\|26.62\|-6.76\|28.52\|28.64\|26.27\|641993;2026-04-03\|26.66\|0.15\|26.95\|27.56\|26.31\|559505;2026-04-07\|25.25\|-5.29\|26.72\|26.96\|25.05\|558952;2026-04-08\|28.59\|13.23\|26.53\|28.70\|26.31\|938074;2026-04-09\|27.89\|-2.45\|27.95\|28.40\|27.73\|517721;2026-04-10\|28.39\|1.79\|28.29\|29.38\|27.80\|622231;2026-04-13\|28.61\|0.77\|27.88\|29.20\|27.66\|535926;2026-04-14\|29.00\|1.36\|29.61\|30.30\|28.68\|712767;2026-04-15\|29.18\|0.62\|29.14\|29.86\|28.45\|673013;2026-04-16\|30.09\|3.12\|29.18\|30.44\|29.06\|929751;2026-04-17\|29.37\|-2.39\|29.79\|30.16\|29.11\|681969;2026-04-20\|28.97\|-1.36\|29.13\|29.38\|28.76\|514792;2026-04-21\|28.38\|-2.04\|28.81\|28.84\|27.47\|498050;2026-04-22\|29.68\|4.58\|28.40\|29.80\|28.10\|736808;2026-04-23\|28.81\|-2.93\|29.35\|29.69\|28.50\|487069;2026-04-24\|27.45\|-4.72\|28.55\|28.73\|26.38\|574588;2026-04-27\|26.40\|-3.83\|27.37\|27.37\|26.16\|422210;2026-04-28\|25.47\|-3.52\|26.23\|26.60\|25.34\|381856;2026-04-29\|25.91\|1.73\|25.46\|26.49\|25.35\|383791;2026-04-30\|25.26\|-2.51\|25.80\|26.13\|24.90\|370902;2026-05-06\|27.39\|8.43\|26.87\|28.09\|26.66\|664557;2026-05-07\|28.92\|5.59\|27.41\|29.26\|27.21\|604498;2026-05-08\|28.30\|-2.14\|28.30\|28.90\|28.03\|418905;2026-05-11\|27.90\|-1.41\|28.50\|28.79\|27.65\|432274;2026-05-12\|29.04\|4.09\|27.80\|29.88\|27.03\|837011;2026-05-13\|30.00\|3.31\|28.50\|30.17\|28.42\|773786;2026-05-14\|28.01\|-6.63\|30.50\|30.66\|28.01\|645766;2026-05-15\|27.27\|-2.64\|28.25\|28.80\|26.97\|535224;2026-05-18\|27.03\|-0.88\|28.00\|28.32\|26.82\|415000;2026-05-19\|27.88\|3.14\|27.03\|28.00\|26.51\|413594;2026-05-20\|26.42\|-5.24\|27.50\|27.86\|26.20\|423609;2026-05-21\|25.16\|-4.77\|26.72\|26.78\|25.00\|431874;2026-05-22\|25.66\|1.99\|25.35\|25.68\|24.96\|286351;2026-05-25\|25.95\|1.13\|25.81\|26.07\|25.08\|350932;2026-05-26\|23.87\|-8.02\|25.71\|25.75\|23.10\|527897;2026-05-27\|22.49\|-5.78\|23.52\|23.80\|22.40\|387323;2026-05-28\|22.75\|1.16\|22.84\|22.99\|22.30\|240906;2026-05-29\|21.83\|-4.04\|22.63\|23.05\|21.54\|276568;2026-06-01\|21.95\|0.55\|21.79\|22.56\|21.76\|251571;2026-06-02\|21.68\|-1.23\|21.98\|22.16\|20.97\|249483;2026-06-03\|21.25\|-1.98\|21.42\|21.94\|21.05\|249260;2026-06-04\|21.04\|-0.99\|21.01\|21.13\|20.76\|195357;2026-06-05\|20.81\|-1.09\|21.04\|21.33\|20.65\|219984;2026-06-08\|19.98\|-3.99\|20.24\|20.73\|19.60\|235771;2026-06-09\|20.15\|0.85\|20.28\|20.36\|19.86\|171513;2026-06-10\|19.74\|-2.03\|20.00\|20.59\|19.53\|210722;2026-06-11\|19.09\|-3.29\|19.55\|19.68\|18.88\|214274;2026-06-12\|19.30\|1.10\|19.40\|19.84\|19.19\|221452;2026-06-15\|20.00\|3.63\|19.55\|20.09\|19.35\|196063;2026-06-16\|20.18\|0.90\|19.93\|20.40\|19.72\|207047;2026-06-17\|19.90\|-0.80\|20.00\|20.25\|19.68\|177688;2026-06-18\|20.18\|1.41\|19.88\|20.48\|19.64\|261652;2026-06-22\|20.83\|3.22\|20.03\|20.84\|20.00\|354947;2026-06-23\|19.50\|-6.38\|20.63\|20.68\|19.43\|319890;2026-06-24\|19.51\|0.05\|19.47\|19.60\|19.15\|193696;2026-06-25\|19.00\|-2.61\|19.43\|19.68\|18.94\|240176;2026-06-26\|17.92\|-5.68\|18.75\|18.75\|17.86\|301919;2026-06-29\|17.75\|-0.95\|17.95\|18.22\|17.62\|228834;2026-06-30\|18.21\|2.59\|17.76\|18.40\|17.56\|196063;2026-07-01\|18.54\|1.81\|18.21\|19.15\|17.87\|314214;2026-07-02\|18.07\|-2.54\|18.43\|18.81\|17.98\|244924;2026-07-03\|17.73\|-1.88\|18.01\|18.20\|17.71\|198258;2026-07-06\|17.28\|-2.54\|17.74\|17.94\|17.20\|190480;2026-07-07\|16.80\|-2.78\|17.27\|17.69\|16.67\|187993;2026-07-08\|17.63\|4.94\|16.89\|18.31\|16.87\|458315;2026-07-09\|17.78\|0.85\|17.61\|17.95\|17.22\|304640;2026-07-10\|18.20\|2.36\|17.79\|19.10\|17.53\|400978;2026-07-13\|17.19\|-5.55\|18.13\|18.49\|17.10\|272284;2026-07-14\|16.62\|-3.32\|17.14\|17.37\|15.90\|266112;2026-07-15\|16.77\|0.90\|16.59\|17.12\|16.50\|187776;2026-07-16\|16.83\|0.36\|16.49\|17.22\|16.46\|189269;2026-07-17\|17.01\|1.07\|16.70\|17.55\|16.61\|377414;2026-07-20\|17.09\|0.47\|16.83\|17.44\|16.38\|359930;2026-07-21\|17.68\|3.45\|16.79\|17.68\|16.47\|403713;2026-07-22\|17.18\|-2.83\|17.46\|17.93\|17.08\|331376;2026-07-23\|16.93\|-1.46\|17.05\|17.24\|16.68\|229225;2026-07-24\|15.97\|-5.67\|16.68\|16.70\|15.94\|227138
41420	Anthropic推出新顶级AI模型	Clawdbot 应用+算力租赁+AI算力+混合云行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据公司官微2026年3月4日消息，青云科技旗下 AI 算力云服务——基石智算率先完成 Clawdbot 应用全方位升级，以专属密钥安全访问体系为核心，构建起全方位、多层次的安全防护屏障，彻底破解安全痛点。 2、据2025年9月15日机构调研，公司AI算力云服务2025年上半年首次实现盈利，毛利率6.60%，AI智算业务成为利润增长核心，并已为模型技术公司提供混合云模式算力资源。 3、据2025年4月28日年度报告，公司是国内率先布局混合云的厂商，公有云技术首批通过信通院测试，形成公私统一架构的混合云解决方案。	平台级混合云ICT厂商和服务商；公司发布OpenClaw AI助手云端一键部署	2026-03-17\|74.42\|-4.47\|78.01\|78.99\|74.40\|34625;2026-03-18\|83.13\|11.70\|76.00\|84.22\|75.50\|90273;2026-03-19\|85.27\|2.57\|80.00\|86.02\|80.00\|88150;2026-03-20\|77.69\|-8.89\|85.00\|85.46\|77.68\|64631;2026-03-23\|73.00\|-6.04\|75.10\|77.56\|71.68\|45006;2026-03-24\|72.56\|-0.60\|74.46\|74.94\|69.36\|47649;2026-03-25\|76.90\|5.98\|74.01\|79.23\|74.01\|57178;2026-03-26\|72.24\|-6.06\|76.00\|77.00\|71.84\|40155;2026-03-27\|72.47\|0.32\|70.21\|73.76\|70.21\|39279;2026-03-30\|71.95\|-0.72\|70.50\|72.38\|66.82\|41307;2026-03-31\|69.28\|-3.71\|71.39\|72.45\|69.00\|28136;2026-04-01\|71.92\|3.81\|71.59\|73.90\|70.56\|49075;2026-04-02\|67.36\|-6.34\|70.56\|70.56\|66.86\|42790;2026-04-03\|65.88\|-2.20\|68.00\|68.79\|65.65\|34129;2026-04-07\|64.46\|-2.16\|65.89\|67.50\|64.00\|30082;2026-04-08\|73.04\|13.31\|68.00\|73.26\|67.30\|67504;2026-04-09\|70.30\|-3.75\|70.85\|71.88\|69.31\|40483;2026-04-10\|69.83\|-0.67\|71.49\|72.28\|69.83\|33790;2026-04-13\|72.14\|3.31\|69.00\|73.98\|68.80\|42156;2026-04-14\|75.94\|5.27\|75.00\|79.73\|74.00\|76392;2026-04-15\|74.08\|-2.45\|76.46\|76.46\|73.63\|40936;2026-04-16\|77.91\|5.17\|74.07\|79.88\|74.07\|55515;2026-04-17\|76.72\|-1.53\|77.91\|78.31\|75.80\|36124;2026-04-20\|76.46\|-0.34\|78.00\|79.00\|76.00\|36996;2026-04-21\|73.20\|-4.26\|75.00\|75.00\|71.58\|36606;2026-04-22\|76.51\|4.52\|73.20\|76.97\|71.80\|50215;2026-04-23\|76.85\|0.44\|75.49\|79.52\|75.49\|53887;2026-04-24\|76.37\|-0.62\|76.22\|78.83\|73.16\|55019;2026-04-27\|72.95\|-4.48\|75.00\|75.10\|70.30\|42893;2026-04-28\|70.00\|-4.04\|72.33\|73.53\|69.83\|33308;2026-04-29\|70.15\|0.21\|68.99\|71.66\|68.51\|28242;2026-04-30\|69.90\|-0.36\|71.00\|72.56\|69.39\|30136;2026-05-06\|76.57\|9.54\|71.33\|77.74\|71.33\|67708;2026-05-07\|77.51\|1.23\|76.94\|78.70\|75.55\|53649;2026-05-08\|77.41\|-0.13\|77.61\|78.97\|75.00\|40922;2026-05-11\|77.79\|0.49\|77.62\|78.89\|75.45\|45681;2026-05-12\|76.00\|-2.30\|77.43\|77.95\|75.28\|30494;2026-05-13\|79.31\|4.36\|75.31\|80.26\|74.62\|50609;2026-05-14\|74.87\|-5.60\|81.50\|81.81\|74.83\|52310;2026-05-15\|73.50\|-1.83\|74.03\|77.19\|72.20\|39196;2026-05-18\|73.58\|0.11\|73.44\|76.43\|73.12\|35349;2026-05-19\|80.20\|9.00\|73.58\|80.48\|72.12\|65157;2026-05-20\|77.81\|-2.98\|78.94\|81.23\|76.85\|41742;2026-05-21\|69.44\|-10.76\|78.04\|78.62\|69.12\|67396;2026-05-22\|73.57\|5.95\|70.91\|74.30\|69.35\|47920;2026-05-25\|71.93\|-2.23\|74.78\|75.00\|70.83\|36701;2026-05-26\|68.85\|-4.28\|71.38\|71.55\|67.07\|36790;2026-05-27\|65.23\|-5.26\|68.88\|68.88\|64.75\|29305;2026-05-28\|66.92\|2.59\|66.23\|68.31\|64.03\|28866;2026-05-29\|61.86\|-7.56\|66.81\|67.92\|61.58\|30818;2026-06-01\|62.77\|1.47\|61.32\|64.65\|61.24\|22249;2026-06-02\|62.08\|-1.10\|63.87\|63.98\|60.10\|20805;2026-06-03\|61.09\|-1.59\|62.06\|62.94\|60.23\|19909;2026-06-04\|61.26\|0.28\|60.65\|61.43\|59.30\|20566;2026-06-05\|60.95\|-0.51\|60.19\|62.49\|59.01\|24992;2026-06-08\|57.90\|-5.00\|57.00\|59.78\|56.50\|20810;2026-06-09\|58.75\|1.47\|57.33\|59.30\|57.33\|16696;2026-06-10\|59.80\|1.79\|58.17\|61.59\|57.66\|30501;2026-06-11\|55.72\|-6.82\|58.80\|59.69\|55.15\|28819;2026-06-12\|55.54\|-0.32\|56.60\|58.00\|55.41\|21683;2026-06-15\|59.32\|6.81\|56.49\|59.38\|56.49\|27846;2026-06-16\|60.66\|2.26\|59.33\|60.78\|58.25\|23309;2026-06-17\|60.28\|-0.63\|60.57\|61.47\|59.28\|20062;2026-06-18\|60.54\|0.43\|60.28\|61.50\|59.50\|22308;2026-06-22\|62.00\|2.41\|60.78\|63.35\|59.20\|31637;2026-06-23\|58.35\|-5.89\|60.80\|61.80\|58.00\|27862;2026-06-24\|59.07\|1.23\|58.10\|59.30\|56.22\|18464;2026-06-25\|55.80\|-5.54\|58.25\|58.94\|55.57\|22796;2026-06-26\|52.08\|-6.67\|55.31\|55.31\|52.03\|24838;2026-06-29\|50.93\|-2.21\|52.34\|52.50\|49.88\|23770;2026-06-30\|54.00\|6.03\|51.95\|55.65\|50.38\|28993;2026-07-01\|55.30\|2.41\|54.52\|56.85\|53.94\|27525;2026-07-02\|53.52\|-3.22\|55.50\|56.10\|53.37\|22456;2026-07-03\|53.15\|-0.69\|53.90\|54.85\|52.60\|21782;2026-07-06\|50.99\|-4.06\|52.51\|53.40\|50.65\|17643;2026-07-07\|48.18\|-5.51\|51.10\|51.39\|47.55\|21663;2026-07-08\|50.78\|5.40\|48.90\|51.86\|48.51\|33510;2026-07-09\|52.66\|3.70\|50.90\|52.96\|49.78\|33720;2026-07-10\|54.48\|3.46\|52.01\|56.67\|52.01\|41675;2026-07-13\|51.10\|-6.20\|53.09\|54.98\|50.78\|23449;2026-07-14\|49.30\|-3.52\|51.34\|52.60\|46.78\|27289;2026-07-15\|48.82\|-0.97\|49.12\|50.55\|48.41\|19015;2026-07-16\|49.21\|0.80\|48.45\|50.99\|48.03\|20549;2026-07-17\|44.59\|-9.39\|49.09\|49.66\|43.71\|26933;2026-07-20\|44.62\|0.07\|45.60\|47.95\|43.34\|28501;2026-07-21\|46.08\|3.27\|44.10\|46.10\|41.05\|29633;2026-07-22\|45.77\|-0.67\|46.08\|47.50\|45.00\|26156;2026-07-23\|45.82\|0.11\|45.45\|46.37\|44.59\|15304;2026-07-24\|43.80\|-4.41\|44.80\|45.31\|43.31\|17221
41419	Anthropic推出新顶级AI模型	OpenClaw+AI算力+云计算+回购完成 1、据2026年3月2日互动易，公司于1月下旬率先推出了部署Openclaw(Clawdbot)的相关镜像，为行业内率先实现云端部署的厂商，相关服务目前已上线美国、新加坡、日本等多个海外节点，助力用户快速构建“7×24小时个人AI超级助手”。近期公司进一步推出开箱即用的 OpenClaw 轻量应用云主机。 2、据2026年3月2日互动易，公司1-2月完成巴西圣保罗、越南胡志明GPU集群上线，持续扩建海外智算节点，满足全球算力需求。 3、据2026年2月11日公司公告，因全球供应链波动加剧、核心硬件采购等基础设施成本显著上涨，经评估决定自2026年3月1日起，对所有续签及新签用户的全线云产品与服务实施价格上浮调整。 4、据2026年3月5日公告，公司回购计划实施完毕，累计回购31.91万股，占总股本0.0699%，支付金额999.95万元。	1、公司是国内领先的中立第三方云计算服务商，自主研发并提供计算、网络、存储等IaaS和基础PaaS产品，以及大数据、人工智能等产品，通过公有云、私有云、混合云三种模式为用户提供服务； 2、公司于1月下旬推出了部署Openclaw的相关镜像	2026-03-17\|41.79\|-1.95\|43.66\|43.90\|41.70\|551428;2026-03-18\|47.31\|13.21\|43.00\|47.74\|43.00\|1028003;2026-03-19\|47.84\|1.12\|45.33\|49.68\|45.11\|951025;2026-03-20\|45.00\|-5.94\|47.68\|47.68\|45.00\|652510;2026-03-23\|43.39\|-3.58\|43.90\|46.17\|42.61\|514606;2026-03-24\|42.69\|-1.61\|43.82\|44.17\|40.92\|538724;2026-03-25\|43.35\|1.55\|44.00\|45.88\|43.01\|677609;2026-03-26\|41.38\|-4.54\|43.31\|44.19\|41.18\|448098;2026-03-27\|41.32\|-0.14\|40.03\|41.86\|39.85\|327090;2026-03-30\|41.20\|-0.29\|39.99\|41.32\|39.21\|328156;2026-03-31\|40.20\|-2.43\|40.93\|41.36\|39.77\|272565;2026-04-01\|44.22\|10.00\|42.00\|44.78\|41.68\|639300;2026-04-02\|40.68\|-8.01\|43.10\|43.16\|40.18\|478473;2026-04-03\|41.60\|2.26\|41.58\|43.05\|40.89\|457875;2026-04-07\|40.35\|-3.00\|41.00\|42.07\|40.08\|325221;2026-04-08\|45.98\|13.95\|42.77\|46.00\|42.40\|643885;2026-04-09\|46.14\|0.35\|44.98\|46.50\|44.68\|504996;2026-04-10\|44.52\|-3.51\|46.04\|46.30\|44.50\|466758;2026-04-13\|44.99\|1.06\|43.60\|46.20\|43.58\|390090;2026-04-14\|46.28\|2.87\|46.68\|47.65\|45.59\|531877;2026-04-15\|45.78\|-1.08\|46.38\|47.18\|45.00\|420517;2026-04-16\|47.33\|3.39\|46.50\|48.88\|46.26\|550980;2026-04-17\|47.75\|0.89\|46.66\|48.26\|46.62\|398913;2026-04-20\|48.43\|1.42\|48.10\|50.43\|47.77\|471944;2026-04-21\|46.80\|-3.37\|47.00\|47.33\|44.40\|533584;2026-04-22\|49.17\|5.06\|46.76\|49.50\|46.01\|518607;2026-04-23\|50.08\|1.85\|48.88\|52.94\|48.63\|659352;2026-04-24\|49.20\|-1.76\|50.20\|51.95\|47.86\|598383;2026-04-27\|47.04\|-4.39\|48.00\|48.00\|44.98\|462578;2026-04-28\|44.95\|-4.44\|46.87\|47.07\|44.85\|426488;2026-04-29\|45.81\|1.91\|44.56\|47.15\|44.43\|364788;2026-04-30\|45.03\|-1.70\|45.80\|46.62\|44.00\|351327;2026-05-06\|50.27\|11.64\|46.60\|52.48\|46.56\|681428;2026-05-07\|52.76\|4.95\|50.30\|52.86\|49.95\|512369;2026-05-08\|51.25\|-2.86\|51.88\|52.68\|51.06\|392424;2026-05-11\|50.40\|-1.66\|52.58\|52.90\|49.51\|469846;2026-05-12\|48.61\|-3.55\|50.02\|50.40\|48.21\|392865;2026-05-13\|50.87\|4.65\|47.89\|51.41\|47.50\|519217;2026-05-14\|47.80\|-6.04\|52.50\|52.88\|47.77\|524020;2026-05-15\|46.60\|-2.51\|47.50\|49.48\|45.80\|456075;2026-05-18\|47.23\|1.35\|47.20\|49.90\|46.69\|476252;2026-05-19\|48.69\|3.09\|46.50\|48.90\|45.40\|445350;2026-05-20\|47.89\|-1.64\|48.00\|48.69\|46.80\|336985;2026-05-21\|43.44\|-9.29\|48.44\|48.45\|43.01\|530140;2026-05-22\|45.10\|3.82\|43.81\|45.15\|43.03\|347738;2026-05-25\|44.16\|-2.08\|44.50\|45.00\|41.76\|480262;2026-05-26\|41.70\|-5.57\|43.60\|43.60\|40.86\|349770;2026-05-27\|40.28\|-3.41\|41.80\|42.18\|39.83\|275707;2026-05-28\|40.75\|1.17\|41.26\|41.40\|39.00\|262077;2026-05-29\|38.68\|-5.08\|41.00\|41.25\|38.41\|266383;2026-06-01\|38.74\|0.16\|39.00\|40.29\|38.44\|239054;2026-06-02\|38.98\|0.62\|39.55\|39.78\|37.39\|242394;2026-06-03\|38.60\|-0.97\|38.80\|39.89\|38.25\|264537;2026-06-04\|38.70\|0.26\|38.23\|38.87\|37.51\|229876;2026-06-05\|37.28\|-3.67\|38.48\|38.49\|36.80\|254872;2026-06-08\|35.55\|-4.64\|35.91\|36.97\|34.90\|228453;2026-06-09\|36.11\|1.58\|35.99\|36.34\|35.30\|169420;2026-06-10\|35.74\|-1.02\|36.00\|37.43\|35.22\|235303;2026-06-11\|34.58\|-3.25\|35.38\|35.51\|34.20\|207401;2026-06-12\|35.00\|1.21\|35.18\|36.23\|35.00\|214213;2026-06-15\|36.86\|5.31\|35.75\|37.05\|35.40\|233196;2026-06-16\|35.83\|-2.79\|36.06\|36.60\|35.54\|262880;2026-06-17\|37.20\|3.82\|35.83\|37.62\|35.66\|321003;2026-06-18\|38.63\|3.84\|37.35\|38.80\|37.07\|368699;2026-06-22\|39.77\|2.95\|38.88\|39.84\|38.00\|416340;2026-06-23\|37.45\|-5.83\|40.00\|40.00\|37.01\|317633;2026-06-24\|38.85\|3.74\|37.35\|39.19\|36.50\|303505;2026-06-25\|36.83\|-5.20\|38.60\|38.69\|36.66\|302105;2026-06-26\|34.01\|-7.66\|36.88\|36.88\|34.00\|301218;2026-06-29\|33.01\|-2.94\|34.06\|34.26\|32.70\|238164;2026-06-30\|36.76\|11.36\|33.09\|37.57\|33.09\|340700;2026-07-01\|36.81\|0.14\|36.95\|37.99\|36.31\|300596;2026-07-02\|35.83\|-2.66\|36.00\|37.65\|35.60\|243702;2026-07-03\|35.05\|-2.18\|35.80\|36.49\|35.00\|202129;2026-07-06\|33.60\|-4.14\|34.88\|35.12\|33.50\|186668;2026-07-07\|32.40\|-3.57\|33.82\|34.15\|32.16\|171050;2026-07-08\|34.83\|7.50\|32.86\|36.00\|32.85\|352957;2026-07-09\|36.90\|5.94\|34.60\|36.98\|34.01\|387178;2026-07-10\|37.19\|0.79\|36.30\|39.27\|36.30\|401676;2026-07-13\|35.65\|-4.14\|37.00\|37.95\|35.45\|277720;2026-07-14\|34.27\|-3.87\|35.68\|36.21\|32.50\|281135;2026-07-15\|33.85\|-1.23\|34.11\|35.14\|33.33\|177829;2026-07-16\|33.91\|0.18\|33.61\|35.18\|32.96\|230331;2026-07-17\|29.99\|-11.56\|33.90\|33.99\|29.92\|311531;2026-07-20\|30.61\|2.07\|31.01\|32.46\|29.30\|279078;2026-07-21\|31.55\|3.07\|30.75\|31.67\|28.37\|273703;2026-07-22\|31.18\|-1.17\|31.54\|32.77\|31.02\|247683;2026-07-23\|30.37\|-2.60\|31.00\|32.02\|30.23\|191937;2026-07-24\|29.27\|-3.62\|29.69\|30.17\|29.12\|151340
41418	Anthropic推出新顶级AI模型	涨停揭秘：HVDC 800V供电架构加速普及，公司SST样机填补国产高压直流供能关键环节；涨停缘由：Anthropic新模型Mythos对算力密度提出更高要求，驱动AI数据中心向HVDC升级；公司10kV/2.4MW固态变压器完成样机验证并适配主流架构；资金逻辑：资金聚焦AI算力‘能源侧’新突破口，金盘科技作为电力电子+数据中心跨界标的获主题资金快速识别与抢筹；风险提示：SST产品尚处样机阶段，量产进度与客户导入节奏存在不确定性	公司10kV/2.4MW固态变压器SST样机已完成，适用于HVDC 800V数据中心供电架构，可显著降低系统损耗并减小占地面积，契合AI算力需求	2026-03-17\|83.00\|-8.35\|89.60\|90.57\|82.21\|195497;2026-03-18\|84.91\|2.30\|82.99\|85.58\|81.28\|128064;2026-03-19\|81.68\|-3.80\|82.37\|83.50\|81.00\|120641;2026-03-20\|80.40\|-1.57\|82.50\|83.55\|80.00\|127649;2026-03-23\|78.63\|-2.20\|78.11\|82.50\|77.42\|137369;2026-03-24\|79.26\|0.80\|80.37\|80.59\|76.51\|115030;2026-03-25\|80.62\|1.72\|80.17\|82.88\|80.10\|119748;2026-03-26\|77.90\|-3.37\|80.78\|81.00\|77.50\|108192;2026-03-27\|77.57\|-0.42\|76.60\|78.94\|76.60\|87150;2026-03-30\|76.73\|-1.08\|76.80\|77.88\|75.20\|99756;2026-03-31\|74.50\|-2.91\|76.65\|77.50\|74.32\|105624;2026-04-01\|76.05\|2.08\|76.00\|76.50\|75.09\|72486;2026-04-02\|73.00\|-4.01\|75.50\|76.49\|72.30\|105855;2026-04-03\|72.00\|-1.37\|73.98\|74.00\|72.00\|63411;2026-04-07\|70.77\|-1.71\|72.22\|73.35\|70.58\|89046;2026-04-08\|81.05\|14.53\|74.10\|81.19\|74.10\|236420;2026-04-09\|84.77\|4.59\|79.68\|85.58\|78.80\|240772;2026-04-10\|84.34\|-0.51\|86.00\|86.50\|84.25\|160160;2026-04-13\|83.26\|-1.28\|82.87\|85.00\|82.00\|158948;2026-04-14\|85.28\|2.43\|84.60\|86.66\|83.20\|139842;2026-04-15\|85.50\|0.26\|87.00\|89.00\|85.14\|157592;2026-04-16\|86.58\|1.26\|86.36\|87.28\|84.01\|104866;2026-04-17\|87.44\|0.99\|86.50\|88.58\|85.02\|133332;2026-04-20\|89.51\|2.37\|87.17\|91.18\|86.30\|148660;2026-04-21\|88.20\|-1.46\|90.68\|90.83\|87.20\|97639;2026-04-22\|93.70\|6.24\|87.60\|95.00\|87.50\|208773;2026-04-23\|92.53\|-1.25\|95.00\|97.77\|90.32\|215704;2026-04-24\|92.73\|0.22\|93.70\|96.75\|91.53\|219054;2026-04-27\|90.03\|-2.91\|91.90\|92.00\|89.40\|129528;2026-04-28\|88.51\|-1.69\|90.05\|91.50\|87.66\|103849;2026-04-29\|88.77\|0.29\|88.60\|89.48\|87.11\|75412;2026-04-30\|88.10\|-0.75\|88.77\|89.53\|86.86\|84788;2026-05-06\|91.06\|3.36\|88.91\|92.68\|88.91\|137966;2026-05-07\|95.75\|5.15\|92.02\|96.85\|90.40\|183578;2026-05-08\|91.21\|-4.06\|94.13\|94.25\|89.88\|156790;2026-05-11\|88.68\|-2.77\|92.25\|92.35\|87.35\|195952;2026-05-12\|87.64\|-1.17\|89.10\|90.37\|87.01\|163199;2026-05-13\|99.40\|13.42\|88.00\|101.85\|87.29\|383057;2026-05-14\|96.20\|-3.22\|101.54\|102.18\|95.31\|225460;2026-05-15\|92.57\|-3.77\|97.00\|97.49\|90.96\|179949;2026-05-18\|96.30\|4.03\|93.53\|101.33\|93.53\|227786;2026-05-19\|101.02\|4.90\|97.50\|102.00\|94.00\|240305;2026-05-20\|102.20\|1.17\|100.20\|103.28\|98.68\|159955;2026-05-21\|93.72\|-8.30\|102.18\|102.73\|93.28\|193917;2026-05-22\|96.07\|2.51\|95.50\|97.59\|93.03\|155431;2026-05-25\|100.21\|4.31\|98.50\|101.89\|95.00\|216398;2026-05-26\|96.08\|-4.12\|99.05\|99.97\|94.49\|158131;2026-05-27\|103.75\|7.98\|96.01\|111.11\|96.01\|371308;2026-05-28\|105.15\|1.35\|105.00\|105.80\|102.01\|206325;2026-05-29\|100.48\|-4.44\|108.78\|110.56\|99.77\|250436;2026-06-01\|100.69\|0.21\|100.48\|106.92\|100.01\|203804;2026-06-02\|96.25\|-4.41\|101.15\|102.50\|91.30\|209577;2026-06-03\|95.99\|-0.27\|94.80\|101.57\|92.76\|205282;2026-06-04\|94.69\|-1.35\|94.00\|98.46\|93.25\|153512;2026-06-05\|89.92\|-5.04\|95.09\|95.09\|88.00\|208112;2026-06-08\|83.60\|-7.03\|85.00\|88.19\|82.28\|163710;2026-06-09\|85.98\|2.85\|85.18\|86.28\|83.60\|118393;2026-06-10\|78.38\|-8.84\|83.00\|83.66\|77.61\|183947;2026-06-11\|80.69\|2.95\|78.43\|83.38\|78.43\|139545;2026-06-12\|80.50\|-0.24\|83.98\|84.30\|80.50\|123019;2026-06-15\|90.86\|12.87\|83.00\|91.04\|81.80\|188823;2026-06-16\|96.91\|6.66\|90.86\|99.55\|89.90\|211010;2026-06-17\|92.75\|-4.29\|98.00\|98.00\|91.03\|215109;2026-06-18\|92.50\|-0.27\|92.96\|94.88\|91.15\|147178;2026-06-22\|92.35\|-0.16\|93.93\|95.66\|90.14\|231001;2026-06-23\|86.00\|-6.88\|93.30\|93.30\|85.18\|184095;2026-06-24\|89.28\|3.81\|85.59\|90.48\|84.00\|167475;2026-06-25\|87.64\|-1.84\|88.63\|90.43\|86.33\|118219;2026-06-26\|82.00\|-6.44\|88.53\|89.61\|81.10\|169037;2026-06-29\|79.97\|-2.48\|81.70\|82.84\|78.00\|137145;2026-06-30\|84.64\|5.84\|81.07\|87.22\|80.50\|175534;2026-07-01\|84.43\|-0.25\|86.32\|86.98\|82.50\|156450;2026-07-02\|79.00\|-6.43\|81.43\|83.66\|79.00\|123046;2026-07-03\|79.54\|0.68\|77.77\|81.50\|77.77\|108426;2026-07-06\|82.74\|4.02\|82.82\|86.67\|82.42\|163535;2026-07-07\|82.22\|-0.63\|84.99\|89.66\|81.82\|200805;2026-07-08\|77.35\|-5.92\|83.00\|83.30\|77.33\|137833;2026-07-09\|82.04\|6.06\|77.62\|82.30\|76.08\|134568;2026-07-10\|77.81\|-5.16\|81.50\|81.98\|77.78\|134575;2026-07-13\|72.11\|-7.33\|77.00\|77.77\|71.62\|122174;2026-07-14\|73.16\|1.46\|72.90\|73.44\|69.13\|108367;2026-07-15\|68.75\|-6.03\|72.99\|74.56\|68.55\|124454;2026-07-16\|65.11\|-5.29\|67.88\|68.46\|64.39\|126762;2026-07-17\|62.61\|-3.84\|64.60\|66.66\|61.74\|137096;2026-07-20\|60.25\|-3.77\|63.88\|63.99\|57.86\|139437;2026-07-21\|64.57\|7.17\|60.90\|64.68\|58.80\|141468;2026-07-22\|63.26\|-2.03\|64.00\|65.21\|62.56\|87891;2026-07-23\|70.16\|10.91\|63.99\|70.50\|63.33\|216303;2026-07-24\|68.21\|-2.78\|68.00\|69.43\|66.43\|146782
41417	Anthropic推出新顶级AI模型	云计算+边缘AI+CDN龙头行业原因： 1、谷歌云1月27日宣布5月起北美数据传输价格翻倍，行业盈利中枢上移。 2、亚马逊AWS将AI算力服务EC2机器学习容量块价格上调15%，打破二十年“只降不升”惯例，引发全球云厂商跟进预期。公司原因： 1、据2024年半年报，子公司爱捷云提供GPU云算力、CPU云算力等一站式算力租赁服务，满足AI训练及推理需求。 2、据2025年半年度报告，公司持续投入边缘计算平台建设，推出边缘AI平台，以“资源-模型-服务-应用”四层能力矩阵打造边缘AI网关、边缘模型推理、边缘AI应用等核心产品，构建“模型接入-推理优化-场景落地”全链路能力体系。 3、据2025年半年度报告及2025年12月5日机构调研，公司依托全球2800+节点推进CDN向边缘计算演进，CDN及边缘计算业务收入21.77亿元，占营收62.35%，为国内CDN龙头。	1、子公司绿色云图自主研发的液冷技术，能够为企业提供更节能、高效的液冷数据中心建设及改造方案； 2、公司为国内CDN标准牵头制定方，国内边缘计算龙头，正开发面向边缘计算的支撑平台	2026-03-17\|16.90\|-2.93\|17.60\|17.69\|16.85\|1550993;2026-03-18\|18.46\|9.23\|17.35\|18.50\|17.21\|2953210;2026-03-19\|18.63\|0.92\|17.94\|19.15\|17.94\|3031573;2026-03-20\|17.53\|-5.90\|18.45\|18.60\|17.50\|2413835;2026-03-23\|16.69\|-4.79\|17.05\|17.40\|16.52\|1666112;2026-03-24\|16.92\|1.38\|17.17\|17.17\|16.35\|1541866;2026-03-25\|18.14\|7.21\|17.25\|19.18\|17.25\|2852351;2026-03-26\|17.50\|-3.53\|18.22\|18.44\|17.40\|1765021;2026-03-27\|17.43\|-0.40\|17.31\|17.81\|17.03\|1641090;2026-03-30\|17.50\|0.40\|17.06\|17.64\|16.52\|1493595;2026-03-31\|16.90\|-3.43\|17.31\|17.79\|16.87\|1482096;2026-04-01\|17.73\|4.91\|17.61\|18.20\|17.33\|2504584;2026-04-02\|16.55\|-6.66\|17.46\|17.50\|16.32\|2225539;2026-04-03\|16.55\|0.00\|16.88\|16.97\|16.32\|1481921;2026-04-07\|16.05\|-3.02\|16.49\|16.69\|15.95\|1424137;2026-04-08\|18.42\|14.77\|16.91\|18.47\|16.91\|3549319;2026-04-09\|17.95\|-2.55\|17.70\|18.08\|17.62\|1941083;2026-04-10\|17.77\|-1.00\|18.25\|18.35\|17.71\|1855082;2026-04-13\|18.16\|2.19\|17.44\|18.63\|17.44\|2443400;2026-04-14\|18.67\|2.81\|19.10\|19.48\|18.42\|2990857;2026-04-15\|18.26\|-2.20\|18.55\|19.14\|17.95\|2554925;2026-04-16\|19.14\|4.82\|18.49\|19.39\|18.40\|3251478;2026-04-17\|18.90\|-1.25\|18.68\|19.07\|18.61\|2394318;2026-04-20\|18.66\|-1.27\|18.80\|19.09\|18.52\|2138085;2026-04-21\|17.98\|-3.64\|18.47\|18.52\|17.72\|1906495;2026-04-22\|19.13\|6.40\|18.30\|19.24\|17.88\|3497700;2026-04-23\|18.90\|-1.20\|19.01\|19.38\|18.63\|2470033;2026-04-24\|17.80\|-5.82\|18.53\|18.60\|16.80\|3496109;2026-04-27\|16.89\|-5.11\|17.65\|17.71\|16.85\|2340976;2026-04-28\|16.15\|-4.38\|16.87\|16.87\|16.05\|1885402;2026-04-29\|16.45\|1.86\|16.17\|16.84\|15.81\|1691420;2026-04-30\|16.00\|-2.74\|16.30\|16.66\|15.83\|1595259;2026-05-06\|17.30\|8.12\|16.31\|17.98\|16.31\|3016541;2026-05-07\|17.58\|1.62\|17.30\|17.65\|17.02\|1962172;2026-05-08\|17.88\|1.71\|17.68\|18.20\|17.37\|2186065;2026-05-11\|17.87\|-0.06\|18.10\|18.43\|17.41\|2108910;2026-05-12\|17.48\|-2.18\|17.72\|17.80\|17.11\|1584334;2026-05-13\|19.74\|12.93\|17.60\|19.97\|17.49\|4605269;2026-05-14\|18.70\|-5.27\|19.94\|20.04\|18.68\|2876740;2026-05-15\|18.99\|1.55\|19.05\|20.15\|18.80\|3282489;2026-05-18\|18.48\|-2.69\|18.89\|19.46\|18.35\|2538892;2026-05-19\|18.97\|2.65\|18.40\|19.23\|18.19\|2733309;2026-05-20\|18.18\|-4.16\|18.73\|19.10\|17.77\|2576405;2026-05-21\|16.83\|-7.43\|18.29\|18.75\|16.79\|2605218;2026-05-22\|17.23\|2.38\|17.01\|17.29\|16.68\|1462572;2026-05-25\|17.18\|-0.29\|17.40\|17.70\|16.70\|1588536;2026-05-26\|16.54\|-3.73\|16.88\|16.90\|16.16\|1504338;2026-05-27\|15.78\|-4.59\|16.45\|16.54\|15.67\|1366962;2026-05-28\|15.67\|-0.70\|16.01\|16.16\|15.35\|1289674;2026-05-29\|14.86\|-5.17\|15.88\|16.16\|14.70\|1574633;2026-06-01\|15.10\|1.62\|15.15\|15.58\|14.83\|1404789;2026-06-02\|15.18\|0.53\|15.25\|15.40\|14.72\|1161421;2026-06-03\|15.35\|1.12\|15.03\|15.97\|14.76\|1767059;2026-06-04\|15.48\|0.85\|15.08\|15.55\|14.92\|1105626;2026-06-05\|15.05\|-2.78\|15.29\|15.56\|14.96\|1101681;2026-06-08\|14.31\|-4.92\|14.30\|14.81\|14.17\|1060469;2026-06-09\|14.32\|1.85\|14.32\|14.45\|13.96\|933102;2026-06-10\|14.01\|-2.16\|14.18\|14.63\|13.89\|1057966;2026-06-11\|14.05\|0.29\|13.90\|14.20\|13.56\|1067298;2026-06-12\|14.31\|1.85\|14.26\|14.70\|14.19\|1437578;2026-06-15\|14.61\|2.10\|14.50\|14.72\|14.41\|1033248;2026-06-16\|14.57\|-0.27\|14.60\|14.75\|14.34\|1004499;2026-06-17\|14.38\|-1.30\|14.48\|14.69\|14.24\|1059843;2026-06-18\|14.88\|3.48\|14.47\|15.09\|14.23\|1580212;2026-06-22\|15.35\|3.16\|14.85\|15.60\|14.81\|1589925;2026-06-23\|14.18\|-7.62\|15.15\|15.17\|14.13\|1512638;2026-06-24\|14.33\|1.06\|14.15\|14.47\|13.89\|1060256;2026-06-25\|13.78\|-3.84\|14.39\|14.56\|13.40\|1560623;2026-06-26\|12.78\|-7.26\|13.61\|13.61\|12.78\|1451854;2026-06-29\|12.52\|-2.03\|12.78\|12.97\|12.33\|1089113;2026-06-30\|13.01\|3.91\|12.58\|13.29\|12.33\|1133219;2026-07-01\|13.35\|2.61\|13.00\|13.85\|12.89\|1521296;2026-07-02\|12.85\|-3.75\|13.20\|13.44\|12.81\|1081303;2026-07-03\|12.73\|-0.93\|12.84\|13.03\|12.72\|781802;2026-07-06\|12.69\|-0.31\|12.70\|12.98\|12.56\|733374;2026-07-07\|12.22\|-3.70\|12.71\|12.76\|12.16\|727370;2026-07-08\|14.66\|19.97\|13.18\|14.66\|12.91\|2852982;2026-07-09\|15.33\|4.57\|14.61\|15.35\|14.40\|3731828;2026-07-10\|15.16\|-1.11\|15.14\|16.05\|14.90\|3079474;2026-07-13\|14.69\|-3.10\|14.89\|15.49\|14.52\|2040814;2026-07-14\|14.27\|-2.86\|14.98\|15.25\|13.54\|2083574;2026-07-15\|14.35\|0.56\|14.35\|14.78\|14.07\|1727098;2026-07-16\|14.26\|-0.63\|14.08\|14.74\|13.82\|1746357;2026-07-17\|13.23\|-7.22\|14.01\|14.26\|13.03\|1832050;2026-07-20\|14.25\|7.71\|13.75\|14.55\|13.64\|2254098;2026-07-21\|14.96\|4.98\|14.15\|14.97\|13.81\|2488879;2026-07-22\|14.70\|-1.74\|14.68\|15.32\|14.55\|2021551;2026-07-23\|14.18\|-3.54\|14.50\|14.88\|14.03\|1447852;2026-07-24\|13.00\|-8.32\|13.74\|13.85\|12.98\|1557895
41416	Anthropic推出新顶级AI模型	智算中心+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月24日年报，公司内蒙古和林格尔智算中心已交付3栋数据中心楼并产生稳定收入，规划1.5万机架、10万P算力，与头部互联网客户签有长期协议。 2、据2026年4月23日激励计划草案，公司考核期内智算业务收入目标由1.6亿元增至19亿元，五年复合增速约64%，并拟复制该模式扩大供给。 3、据2025年9月公告，公司控股视拓云后形成万卡级GPU集群，AutoDL.com平台运营约3万张GPU，已为超1万家企业及百余高校提供算力租赁。	1、公司在内蒙已布局数据中心，规划机柜数量共2万台，参股子公司在北京已布局数据中心，总规模9000台左右； 2、公司构建大语言模型生态体系，推出图灵深思、图灵深言等AIGC应用产品，已在通信、金融、工业、政府等领域规模化落地	2026-03-17\|13.45\|6.92\|12.76\|14.18\|12.62\|1732525;2026-03-18\|15.65\|16.36\|14.00\|16.14\|14.00\|3370731;2026-03-19\|16.36\|4.54\|15.22\|17.33\|15.04\|3117038;2026-03-20\|14.38\|-12.10\|16.07\|16.36\|14.26\|2367924;2026-03-23\|14.05\|-2.29\|14.21\|14.85\|13.79\|1632645;2026-03-24\|14.34\|2.06\|14.18\|14.43\|13.49\|1894122;2026-03-25\|15.62\|8.93\|14.57\|16.15\|14.51\|2066690;2026-03-26\|14.50\|-7.17\|15.45\|15.57\|14.42\|1261572;2026-03-27\|14.27\|-1.59\|14.10\|14.80\|13.87\|966971;2026-03-30\|14.61\|2.38\|13.72\|14.75\|13.35\|1127575;2026-03-31\|14.15\|-3.15\|14.41\|14.68\|14.02\|801679;2026-04-01\|14.92\|5.44\|14.85\|15.94\|14.55\|1564190;2026-04-02\|13.92\|-6.70\|14.94\|15.00\|13.74\|1249290;2026-04-03\|14.90\|7.04\|14.30\|15.66\|14.02\|1886546;2026-04-07\|14.72\|-1.21\|15.10\|15.55\|14.64\|1465415;2026-04-08\|16.93\|15.01\|15.65\|17.25\|15.55\|2188595;2026-04-09\|16.03\|-5.32\|16.01\|16.30\|15.71\|1826696;2026-04-10\|15.89\|-0.87\|16.70\|17.18\|15.86\|1793203;2026-04-13\|17.00\|6.99\|16.01\|17.85\|15.71\|2177608;2026-04-14\|17.18\|1.06\|17.70\|17.79\|16.82\|1830589;2026-04-15\|16.56\|-3.61\|16.88\|17.00\|16.22\|1456779;2026-04-16\|16.90\|2.05\|16.87\|17.74\|16.66\|2048313;2026-04-17\|16.66\|-1.42\|16.45\|17.26\|16.13\|1655304;2026-04-20\|16.30\|-2.16\|16.50\|17.19\|16.14\|1675392;2026-04-21\|15.64\|-4.05\|15.98\|15.98\|15.21\|1300279;2026-04-22\|16.75\|7.10\|15.60\|17.05\|15.08\|2107586;2026-04-23\|16.23\|-3.10\|16.22\|16.80\|16.03\|1279318;2026-04-24\|16.53\|1.85\|16.34\|17.25\|15.00\|2309437;2026-04-27\|15.96\|-3.45\|16.23\|16.39\|15.57\|1277342;2026-04-28\|15.41\|-3.45\|16.06\|16.19\|15.25\|1281693;2026-04-29\|15.46\|0.32\|15.27\|15.99\|15.02\|1065974;2026-04-30\|15.44\|-0.13\|15.41\|16.13\|14.70\|1563901;2026-05-06\|18.53\|20.01\|16.47\|18.53\|16.47\|2785586;2026-05-07\|19.03\|2.70\|19.28\|19.37\|18.40\|2401417;2026-05-08\|19.35\|1.68\|19.09\|20.18\|18.90\|2021722;2026-05-11\|19.08\|-1.40\|20.11\|20.36\|18.68\|1728016;2026-05-12\|18.74\|-1.78\|19.01\|19.26\|18.48\|1075873;2026-05-13\|20.19\|7.74\|18.86\|21.00\|18.60\|2192142;2026-05-14\|19.00\|-5.89\|20.60\|20.60\|18.98\|1556984;2026-05-15\|18.87\|-0.68\|19.43\|19.99\|18.52\|1467952;2026-05-18\|19.50\|3.34\|19.63\|20.94\|19.32\|1913895;2026-05-19\|21.44\|9.95\|20.01\|21.98\|19.66\|2426466;2026-05-20\|20.35\|-5.08\|21.73\|22.12\|20.26\|2042029;2026-05-21\|18.62\|-8.50\|20.65\|20.69\|18.50\|1968881;2026-05-22\|19.17\|2.95\|18.88\|19.35\|18.41\|1346547;2026-05-25\|18.87\|-1.56\|19.39\|19.68\|18.38\|1370197;2026-05-26\|17.68\|-6.31\|18.22\|18.28\|17.40\|1324403;2026-05-27\|16.97\|-4.02\|17.56\|17.69\|16.70\|1009988;2026-05-28\|17.71\|4.36\|18.01\|18.36\|17.06\|1123962;2026-05-29\|16.41\|-7.34\|17.40\|17.64\|16.24\|1047047;2026-06-01\|16.55\|0.85\|16.42\|17.15\|16.41\|796299;2026-06-02\|16.22\|-1.99\|16.72\|16.81\|15.55\|830824;2026-06-03\|16.36\|0.86\|15.93\|16.86\|15.72\|915538;2026-06-04\|17.08\|4.40\|16.01\|17.08\|15.77\|1137701;2026-06-05\|16.56\|-3.04\|16.72\|17.08\|16.50\|757785;2026-06-08\|15.52\|-6.28\|15.50\|16.20\|15.41\|683927;2026-06-09\|15.78\|1.68\|15.70\|16.05\|15.28\|661607;2026-06-10\|15.78\|0.00\|15.54\|16.41\|15.50\|705380;2026-06-11\|14.65\|-7.16\|15.55\|15.57\|14.51\|872914;2026-06-12\|14.40\|-1.71\|14.94\|15.09\|14.30\|711641;2026-06-15\|15.34\|6.53\|14.79\|15.39\|14.71\|713121;2026-06-16\|15.49\|0.98\|15.30\|15.55\|14.93\|591538;2026-06-17\|15.58\|0.58\|15.28\|15.88\|15.12\|560809;2026-06-18\|18.70\|20.03\|15.65\|18.70\|15.65\|1972749;2026-06-22\|19.62\|4.92\|18.50\|19.80\|18.39\|2189103;2026-06-23\|18.67\|-4.84\|19.22\|19.72\|18.52\|1303253;2026-06-24\|18.53\|-0.75\|18.76\|18.92\|17.83\|1057676;2026-06-25\|17.86\|-3.62\|18.90\|18.93\|17.72\|960562;2026-06-26\|17.05\|-4.54\|17.60\|17.85\|16.88\|771399;2026-06-29\|16.22\|-4.87\|17.15\|17.70\|15.79\|1144748;2026-06-30\|17.71\|9.19\|16.35\|18.29\|16.10\|978278;2026-07-01\|18.90\|6.72\|18.02\|19.68\|17.50\|1775380;2026-07-02\|17.50\|-7.41\|18.46\|18.75\|17.39\|1132804;2026-07-03\|16.95\|-3.14\|17.66\|18.05\|16.93\|982907;2026-07-06\|16.27\|-4.01\|17.22\|17.32\|16.10\|616331;2026-07-07\|15.79\|-2.95\|16.44\|17.00\|15.55\|696709;2026-07-08\|15.94\|0.95\|15.88\|16.42\|15.58\|828277;2026-07-09\|16.20\|1.63\|16.30\|16.60\|15.23\|873940;2026-07-10\|16.00\|-1.23\|15.97\|16.96\|15.72\|980061;2026-07-13\|14.66\|-8.38\|15.88\|16.33\|14.50\|838373;2026-07-14\|14.27\|-2.66\|14.68\|15.10\|13.58\|708513;2026-07-15\|13.95\|-2.24\|14.31\|14.50\|13.79\|478763;2026-07-16\|13.95\|0.00\|13.75\|14.47\|13.57\|552499;2026-07-17\|12.90\|-7.53\|13.75\|13.95\|12.71\|674963;2026-07-20\|13.15\|1.94\|13.30\|13.72\|12.48\|725788;2026-07-21\|13.67\|3.95\|13.12\|13.68\|12.05\|835045;2026-07-22\|13.51\|-1.17\|14.11\|14.20\|13.42\|915453;2026-07-23\|13.58\|0.52\|13.21\|13.88\|13.18\|544086;2026-07-24\|12.99\|-4.34\|13.20\|13.42\|12.90\|383617
41415	Anthropic推出新顶级AI模型	涨停揭秘：液冷渗透率提升催生专业检测需求，公司CP-US1008显微镜切入AI服务器液冷板质检核心环节；涨停缘由：Anthropic新模型Mythos引发AI服务器液冷散热刚性需求；公司超声波扫描显微镜CP-US1008已实现批量发货，覆盖主流服务器厂商质检流程；资金逻辑：资金挖掘AI硬件链中‘检测’这一高壁垒细分环节，骄成超声作为国产替代唯一标的获主题资金高度关注；风险提示：设备单价高、客户认证周期长，后续放量节奏存在不确定性	超声波焊接设备龙头；公司自主研发的AI服务器液冷板超声波扫描显微镜CP-US1008持续发货，切入数据中心液冷检测赛道	2026-03-17\|107.07\|-4.41\|112.56\|113.31\|106.88\|15343;2026-03-18\|108.85\|1.66\|107.05\|109.60\|106.24\|13236;2026-03-19\|103.01\|-5.37\|107.00\|108.10\|102.00\|32375;2026-03-20\|100.81\|-2.14\|104.80\|104.96\|100.20\|19758;2026-03-23\|94.17\|-6.59\|98.84\|100.00\|93.70\|28702;2026-03-24\|99.90\|6.08\|96.05\|99.90\|94.73\|25691;2026-03-25\|103.43\|3.53\|102.49\|105.83\|101.60\|23174;2026-03-26\|100.29\|-3.04\|102.51\|103.72\|99.18\|13552;2026-03-27\|103.50\|3.20\|98.25\|104.73\|98.00\|19301;2026-03-30\|105.66\|2.09\|101.24\|106.50\|100.81\|25656;2026-03-31\|106.00\|0.32\|105.01\|109.95\|104.06\|33415;2026-04-01\|113.18\|6.77\|109.00\|115.97\|108.13\|42843;2026-04-02\|107.59\|-4.94\|113.00\|113.17\|106.86\|29545;2026-04-03\|108.99\|1.30\|108.00\|113.21\|107.87\|19862;2026-04-07\|112.00\|2.76\|108.12\|113.47\|108.12\|22905;2026-04-08\|130.00\|16.07\|117.00\|131.25\|114.24\|52534;2026-04-09\|129.08\|-0.71\|128.99\|131.00\|125.40\|24742;2026-04-10\|128.43\|-0.50\|130.35\|131.87\|127.96\|26712;2026-04-13\|125.85\|-2.01\|125.29\|127.58\|123.50\|17879;2026-04-14\|129.38\|2.80\|127.01\|132.40\|126.00\|22867;2026-04-15\|127.28\|-1.62\|133.00\|135.00\|126.95\|17107;2026-04-16\|128.73\|1.14\|128.30\|132.00\|126.55\|17431;2026-04-17\|131.84\|2.42\|127.78\|134.26\|127.70\|20076;2026-04-20\|135.00\|2.40\|131.25\|138.36\|130.00\|29748;2026-04-21\|139.66\|3.45\|136.57\|141.36\|131.40\|26768;2026-04-22\|142.78\|2.23\|138.00\|143.58\|135.40\|39300;2026-04-23\|139.94\|-1.99\|143.00\|145.00\|137.00\|25854;2026-04-24\|141.35\|1.01\|140.51\|143.68\|139.26\|22859;2026-04-27\|139.51\|-1.30\|145.02\|152.90\|133.55\|51300;2026-04-28\|140.85\|0.96\|138.01\|146.00\|137.08\|25047;2026-04-29\|139.86\|-0.70\|137.73\|144.40\|135.17\|25605;2026-04-30\|139.80\|-0.04\|139.86\|141.33\|135.38\|24335;2026-05-06\|139.56\|-0.17\|143.21\|146.00\|138.01\|26581;2026-05-07\|142.00\|1.75\|140.61\|144.10\|138.05\|20946;2026-05-08\|141.27\|-0.51\|141.00\|146.46\|139.70\|19066;2026-05-11\|156.75\|10.96\|142.77\|165.00\|142.64\|57876;2026-05-12\|161.22\|2.85\|159.15\|166.00\|155.21\|49062;2026-05-13\|166.55\|3.31\|159.80\|172.01\|155.56\|50134;2026-05-14\|160.50\|-3.63\|166.00\|169.00\|160.35\|38896;2026-05-15\|163.90\|2.12\|161.14\|169.07\|152.50\|42385;2026-05-18\|162.00\|-1.16\|166.20\|169.88\|156.20\|33122;2026-05-19\|165.89\|2.40\|160.90\|166.80\|153.09\|36292;2026-05-20\|175.90\|6.03\|163.99\|177.00\|163.25\|49472;2026-05-21\|155.70\|-11.48\|175.42\|178.91\|154.00\|70564;2026-05-22\|157.45\|1.12\|158.64\|163.00\|152.00\|50303;2026-05-25\|165.51\|5.12\|156.00\|168.60\|152.50\|51570;2026-05-26\|157.17\|-5.04\|169.00\|169.69\|153.56\|52284;2026-05-27\|152.84\|-2.75\|161.50\|166.00\|150.10\|59196;2026-05-28\|158.25\|3.54\|150.28\|159.33\|149.13\|43345;2026-05-29\|155.92\|-1.47\|160.00\|162.44\|153.16\|44817;2026-06-01\|149.04\|-4.30\|154.51\|160.51\|147.08\|39723;2026-06-02\|156.58\|5.06\|150.31\|159.05\|145.10\|51060;2026-06-03\|158.60\|1.29\|156.00\|167.60\|155.60\|42491;2026-06-04\|166.00\|4.67\|157.25\|167.00\|153.20\|41450;2026-06-05\|161.01\|-3.01\|163.00\|166.00\|157.11\|28348;2026-06-08\|149.56\|-7.11\|156.00\|157.68\|148.45\|37870;2026-06-09\|160.19\|7.11\|152.00\|161.99\|152.00\|35767;2026-06-10\|160.49\|0.19\|157.50\|165.60\|156.08\|32482;2026-06-11\|162.90\|1.50\|161.47\|171.00\|159.35\|39726;2026-06-12\|154.73\|-5.02\|168.00\|169.30\|150.00\|58761;2026-06-15\|164.52\|6.33\|153.67\|165.10\|152.11\|47041;2026-06-16\|167.23\|1.65\|164.50\|169.30\|161.20\|49111;2026-06-17\|174.15\|4.14\|165.85\|174.30\|162.62\|45643;2026-06-18\|169.31\|-2.78\|171.02\|172.44\|166.83\|50073;2026-06-22\|165.10\|-2.49\|170.95\|174.59\|159.23\|61077;2026-06-23\|172.30\|4.36\|162.67\|177.00\|160.00\|61943;2026-06-24\|175.20\|1.68\|169.30\|178.00\|167.00\|55500;2026-06-25\|178.99\|2.16\|178.52\|183.00\|176.02\|52547;2026-06-26\|201.99\|12.85\|179.00\|208.35\|176.93\|76911;2026-06-29\|218.03\|7.94\|195.00\|221.96\|183.00\|89503;2026-06-30\|227.18\|4.20\|211.30\|235.04\|207.99\|64862;2026-07-01\|231.00\|1.68\|230.00\|238.28\|216.16\|57310;2026-07-02\|221.71\|-4.02\|220.00\|239.12\|208.88\|59416;2026-07-03\|207.00\|-6.63\|215.35\|221.00\|204.50\|55909;2026-07-06\|213.15\|2.97\|210.00\|219.97\|201.06\|48721;2026-07-07\|229.79\|7.81\|210.08\|230.00\|205.63\|52685;2026-07-08\|223.77\|-2.62\|227.00\|235.66\|208.00\|57817;2026-07-09\|241.80\|8.06\|226.05\|242.88\|218.57\|54488;2026-07-10\|203.89\|-15.68\|241.81\|248.00\|203.89\|76042;2026-07-13\|200.50\|-1.66\|197.01\|218.80\|197.01\|56165;2026-07-14\|200.46\|-0.02\|202.95\|212.22\|197.00\|42957;2026-07-15\|188.00\|-6.22\|202.47\|209.00\|187.02\|50319;2026-07-16\|174.99\|-6.92\|180.88\|190.97\|173.06\|47485;2026-07-17\|154.80\|-11.54\|172.68\|175.00\|153.00\|57155;2026-07-20\|140.49\|-9.24\|158.33\|160.53\|134.09\|71345;2026-07-21\|166.24\|18.33\|143.28\|167.57\|133.00\|72499;2026-07-22\|162.09\|-2.50\|166.24\|173.28\|160.75\|50608;2026-07-23\|153.96\|-5.02\|165.33\|166.00\|153.00\|39248;2026-07-24\|153.01\|-0.62\|150.15\|159.00\|150.14\|34318
41414	Anthropic推出新顶级AI模型	算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	企业微信支持openclaw接入；2025年3月公司与深圳X公司签署1.61亿元算力合同	2026-03-17\|154.56\|-3.41\|161.43\|161.90\|153.68\|121391;2026-03-18\|157.33\|1.79\|155.00\|161.89\|149.10\|133647;2026-03-19\|178.53\|13.47\|157.46\|186.56\|157.46\|167656;2026-03-20\|157.11\|-12.00\|174.67\|178.00\|157.01\|214664;2026-03-23\|150.84\|-3.99\|155.00\|160.80\|149.45\|158947;2026-03-24\|154.00\|2.09\|152.00\|155.40\|145.00\|161667;2026-03-25\|163.65\|6.27\|154.99\|167.96\|154.26\|163980;2026-03-26\|165.59\|1.19\|160.00\|173.99\|158.68\|135746;2026-03-27\|160.47\|-3.09\|158.02\|165.49\|157.00\|119776;2026-03-30\|160.00\|-0.29\|156.80\|166.00\|155.55\|102693;2026-03-31\|153.29\|-4.19\|161.48\|162.16\|153.27\|84127;2026-04-01\|179.27\|16.95\|163.39\|183.90\|160.15\|148648;2026-04-02\|172.19\|-3.95\|176.65\|177.99\|166.66\|103620;2026-04-03\|166.50\|-3.30\|170.69\|174.80\|166.29\|117478;2026-04-07\|162.32\|-2.51\|165.62\|173.00\|160.58\|95593;2026-04-08\|191.25\|17.82\|170.00\|194.58\|168.00\|180991;2026-04-09\|203.30\|6.30\|188.04\|207.50\|184.02\|160229;2026-04-10\|198.00\|-2.61\|208.38\|211.60\|195.00\|126806;2026-04-13\|194.70\|-1.67\|202.01\|218.00\|193.19\|138405;2026-04-14\|222.68\|14.37\|214.97\|233.64\|209.89\|186889;2026-04-15\|241.18\|8.31\|222.00\|252.88\|222.00\|164370;2026-04-16\|289.42\|20.00\|248.01\|289.42\|248.01\|150511;2026-04-17\|282.68\|-2.33\|285.02\|287.98\|273.88\|135371;2026-04-20\|289.00\|2.24\|277.50\|289.02\|272.22\|154004;2026-04-21\|279.33\|-3.35\|283.80\|283.80\|260.00\|136377;2026-04-22\|324.28\|16.09\|281.00\|331.99\|273.06\|179577;2026-04-23\|333.33\|2.79\|318.00\|348.60\|318.00\|128653;2026-04-24\|332.45\|-0.26\|328.89\|339.77\|317.00\|126815;2026-04-27\|313.22\|-5.78\|330.00\|330.00\|312.00\|96161;2026-04-28\|335.99\|7.27\|320.00\|346.40\|304.50\|145756;2026-04-29\|327.45\|-2.54\|296.00\|333.99\|296.00\|131130;2026-04-30\|316.74\|-3.27\|322.99\|332.00\|315.00\|79531;2026-05-06\|339.13\|7.07\|329.00\|348.68\|315.00\|106211;2026-05-07\|356.99\|5.27\|342.01\|372.60\|342.01\|102246;2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345
41413	Anthropic推出新顶级AI模型	AI PC镁合金+笔记本结构件+戴尔+收购液冷Asetek 行业原因： 1、6月1日，英伟达正式宣布进军AI PC市场，发布搭载其芯片的产品线，首批PC预计将包括微软Surface及戴尔等品牌，标志着英伟达开始将GPU、CPU及软件整合进PC生态。 2、近日，戴尔、联想因AI服务器需求激增股价大涨，带动行业景气预期。公司原因： 1、据2026年4月22日年报，公司主营业务为消费电子产品结构件模组及相关精密模具，公司消费类镁合金产品受益于AIPC渗透率提升收入同比增长超30%，联想、惠普和戴尔均为公司主要客户。 2、据2026年6月2日公告，公司就市场传闻澄清，戴尔是公司客户之一，公司为其提供笔记本电脑结构件产品，但公司目前与戴尔合作的机型中不涉及上述AI PC产品，且公司目前无规模化机器人业务及量产产品。 3、据2026年6月1日公告，公司已完成对Asetek A/S的强制收购并交割，对应总要约对价不超过5.47亿丹麦克朗，Asetek为液冷解决方案提供商，与公司现有下游客户存在重复度，有望互相赋能。	公司是笔记本结构件国内龙头，拟5.98亿元要约收购Asetek全部股份，布局液冷业务	2026-03-17\|14.19\|-2.54\|14.62\|14.64\|14.15\|82154;2026-03-18\|14.55\|2.54\|14.19\|14.57\|14.18\|71897;2026-03-19\|14.15\|-2.75\|14.38\|14.44\|14.10\|74532;2026-03-20\|13.92\|-1.63\|14.23\|14.35\|13.91\|80345;2026-03-23\|12.79\|-8.12\|13.50\|13.76\|12.71\|149484;2026-03-24\|13.54\|5.86\|13.39\|13.54\|13.11\|146477;2026-03-25\|13.74\|1.48\|13.54\|13.76\|13.48\|90609;2026-03-26\|13.58\|-1.16\|13.70\|13.77\|13.47\|64031;2026-03-27\|13.77\|1.40\|13.45\|13.77\|13.37\|66821;2026-03-30\|13.72\|-0.36\|13.50\|13.77\|13.42\|67866;2026-03-31\|13.66\|-0.44\|13.65\|14.01\|13.63\|73788;2026-04-01\|14.40\|5.42\|13.91\|14.82\|13.91\|224334;2026-04-02\|13.71\|-4.79\|14.41\|14.41\|13.62\|148883;2026-04-03\|13.78\|0.51\|13.79\|14.14\|13.67\|75807;2026-04-07\|14.19\|2.98\|13.80\|14.42\|13.80\|139595;2026-04-08\|15.61\|10.01\|14.50\|15.61\|14.50\|508575;2026-04-09\|15.78\|1.09\|15.47\|15.91\|15.47\|424368;2026-04-10\|15.64\|-0.89\|15.88\|15.96\|15.63\|287824;2026-04-13\|15.66\|0.13\|15.50\|15.98\|15.46\|175703;2026-04-14\|17.01\|8.62\|15.95\|17.23\|15.72\|731597;2026-04-15\|18.71\|9.99\|17.14\|18.71\|17.14\|675364;2026-04-16\|18.89\|0.96\|18.55\|19.38\|18.00\|1007745;2026-04-17\|18.92\|0.16\|18.80\|19.17\|18.45\|694102;2026-04-20\|20.11\|6.29\|19.28\|20.70\|19.00\|748872;2026-04-21\|19.80\|-1.54\|19.01\|20.80\|19.01\|672286;2026-04-22\|19.84\|0.20\|19.83\|20.30\|19.33\|497384;2026-04-23\|19.76\|-0.40\|20.15\|20.55\|19.57\|516370;2026-04-24\|18.94\|-4.15\|19.43\|19.68\|18.88\|438088;2026-04-27\|18.51\|-2.27\|18.72\|19.07\|18.36\|325320;2026-04-28\|19.25\|4.00\|19.01\|20.15\|18.76\|516618;2026-04-29\|19.49\|1.25\|18.78\|20.00\|18.78\|348611;2026-04-30\|18.87\|-3.18\|19.56\|19.62\|18.87\|242201;2026-05-06\|18.95\|0.42\|19.22\|19.34\|18.79\|249130;2026-05-07\|19.89\|4.96\|19.10\|20.28\|18.75\|429591;2026-05-08\|20.24\|1.76\|19.49\|20.64\|19.24\|491325;2026-05-11\|20.55\|1.53\|21.00\|21.00\|20.02\|460551;2026-05-12\|19.98\|-2.77\|20.30\|20.49\|19.75\|294522;2026-05-13\|21.98\|10.01\|19.78\|21.98\|19.70\|456663;2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.55\|0.85\|22.40\|23.08\|21.21\|257368;2026-07-15\|23.26\|3.15\|22.78\|23.74\|21.90\|362009;2026-07-16\|22.08\|-5.07\|22.55\|23.68\|21.62\|307338;2026-07-17\|19.87\|-10.01\|21.51\|21.65\|19.87\|265106;2026-07-20\|18.17\|-8.56\|20.20\|20.45\|17.88\|327734;2026-07-21\|19.99\|10.02\|18.44\|19.99\|16.42\|333808;2026-07-22\|19.68\|-1.55\|19.80\|20.76\|19.44\|263300;2026-07-23\|19.60\|-0.41\|20.27\|20.58\|19.28\|189394;2026-07-24\|18.89\|-3.62\|19.12\|19.64\|18.73\|130430
41412	Anthropic推出新顶级AI模型	AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务	2026-03-17\|129.82\|-3.12\|136.00\|136.00\|129.00\|34101;2026-03-18\|129.11\|-0.55\|130.00\|130.00\|126.26\|25432;2026-03-19\|119.99\|-7.06\|127.00\|128.06\|118.00\|45400;2026-03-20\|113.00\|-5.83\|121.00\|122.99\|110.92\|66196;2026-03-23\|101.70\|-10.00\|111.70\|112.10\|101.70\|57590;2026-03-24\|102.86\|1.14\|103.40\|103.40\|96.34\|70104;2026-03-25\|109.30\|6.26\|103.00\|110.50\|101.30\|55320;2026-03-26\|103.05\|-5.72\|110.00\|110.00\|102.32\|40774;2026-03-27\|102.07\|-0.95\|104.70\|104.70\|100.10\|32427;2026-03-30\|100.99\|-1.06\|100.00\|103.22\|99.00\|39710;2026-03-31\|94.69\|-6.24\|102.49\|102.49\|93.69\|60882;2026-04-01\|104.16\|10.00\|98.00\|104.16\|96.70\|44753;2026-04-02\|106.92\|2.65\|105.90\|110.38\|104.40\|103335;2026-04-03\|102.69\|-3.96\|106.38\|107.98\|99.50\|77782;2026-04-07\|99.46\|-3.15\|104.74\|104.98\|97.93\|44642;2026-04-08\|109.41\|10.00\|103.70\|109.41\|100.10\|54337;2026-04-09\|111.06\|1.51\|109.41\|116.30\|106.71\|77520;2026-04-10\|114.50\|3.10\|113.05\|117.50\|110.00\|67262;2026-04-13\|113.56\|-0.82\|111.50\|115.62\|111.50\|43438;2026-04-14\|115.10\|1.36\|115.00\|117.22\|112.00\|56830;2026-04-15\|126.61\|10.00\|115.00\|126.61\|115.00\|56828;2026-04-16\|131.59\|3.93\|127.00\|133.63\|127.00\|86689;2026-04-17\|129.91\|-1.28\|130.85\|133.00\|124.70\|58431;2026-04-20\|128.18\|-1.33\|129.99\|132.50\|127.50\|50574;2026-04-21\|126.32\|-1.45\|127.00\|127.94\|124.50\|34135;2026-04-22\|130.97\|3.68\|125.86\|132.00\|125.80\|38473;2026-04-23\|128.90\|-1.58\|132.00\|133.24\|126.26\|32813;2026-04-24\|129.35\|0.35\|129.90\|134.09\|127.53\|33138;2026-04-27\|142.29\|10.00\|129.55\|142.29\|129.39\|36664;2026-04-28\|156.52\|10.00\|148.00\|156.52\|147.00\|88342;2026-04-29\|153.52\|-1.92\|158.00\|162.00\|150.03\|105798;2026-04-30\|150.05\|-2.26\|153.52\|155.49\|146.30\|55412;2026-05-06\|148.02\|-1.35\|150.00\|150.50\|144.67\|56418;2026-05-07\|151.00\|2.01\|146.57\|151.98\|146.03\|52367;2026-05-08\|166.10\|10.00\|150.23\|166.10\|150.13\|30361;2026-05-11\|168.18\|1.25\|172.58\|175.00\|163.16\|72012;2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|129.28\|4.75\|121.31\|129.88\|118.20\|50824;2026-07-10\|125.07\|-3.26\|131.20\|133.34\|125.00\|44370;2026-07-13\|114.08\|-8.79\|123.29\|126.19\|112.66\|53984;2026-07-14\|118.80\|4.14\|116.08\|119.78\|111.50\|42909;2026-07-15\|114.99\|-3.21\|118.92\|124.00\|114.00\|43784;2026-07-16\|106.90\|-7.04\|116.70\|116.74\|106.39\|40935;2026-07-17\|102.68\|-3.95\|106.41\|114.28\|102.16\|63598;2026-07-20\|100.50\|-2.12\|108.20\|110.66\|92.41\|80095;2026-07-21\|106.98\|6.45\|102.00\|107.24\|93.20\|74793;2026-07-22\|103.74\|-3.03\|106.28\|109.69\|102.50\|44666;2026-07-23\|103.54\|-0.19\|103.76\|110.80\|102.01\|54817;2026-07-24\|99.00\|-4.38\|102.00\|103.14\|98.38\|29995
41411	Anthropic推出新顶级AI模型	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-03-17\|18.21\|-3.80\|19.15\|19.30\|18.21\|144781;2026-03-18\|18.80\|3.24\|18.45\|18.89\|18.25\|156462;2026-03-19\|17.95\|-4.52\|18.31\|18.58\|17.82\|176097;2026-03-20\|17.52\|-2.40\|18.11\|18.36\|17.51\|146564;2026-03-23\|16.46\|-6.05\|17.14\|17.38\|16.24\|220211;2026-03-24\|18.11\|10.02\|16.80\|18.11\|16.69\|356181;2026-03-25\|18.72\|3.37\|18.45\|19.13\|18.31\|330703;2026-03-26\|18.08\|-3.42\|18.90\|18.90\|17.97\|181300;2026-03-27\|18.10\|0.11\|17.85\|18.42\|17.64\|194161;2026-03-30\|17.75\|-1.93\|17.71\|17.94\|17.29\|194793;2026-03-31\|17.22\|-2.99\|17.67\|17.93\|17.17\|162859;2026-04-01\|17.74\|3.02\|17.70\|17.98\|17.50\|162211;2026-04-02\|16.84\|-5.07\|17.57\|17.74\|16.70\|235518;2026-04-03\|16.74\|-0.59\|16.95\|17.04\|16.70\|118667;2026-04-07\|16.75\|0.06\|16.75\|17.02\|16.61\|105819;2026-04-08\|18.43\|10.03\|17.23\|18.43\|17.20\|299476;2026-04-09\|18.72\|1.57\|18.35\|18.95\|18.22\|335013;2026-04-10\|18.66\|-0.32\|18.99\|19.25\|18.61\|234319;2026-04-13\|18.60\|-0.32\|18.29\|18.68\|18.14\|232438;2026-04-14\|18.74\|0.75\|18.77\|18.97\|18.45\|276123;2026-04-15\|18.65\|-0.48\|19.00\|19.58\|18.53\|299515;2026-04-16\|19.26\|3.27\|18.68\|19.29\|18.42\|293773;2026-04-17\|19.26\|0.00\|19.06\|19.43\|18.96\|209783;2026-04-20\|19.54\|1.45\|19.60\|19.92\|19.06\|290567;2026-04-21\|20.37\|4.25\|19.19\|20.46\|18.93\|398834;2026-04-22\|22.41\|10.01\|20.88\|22.41\|20.60\|727533;2026-04-23\|22.43\|0.09\|22.83\|22.97\|21.67\|752205;2026-04-24\|22.22\|-0.94\|22.43\|22.60\|21.78\|381094;2026-04-27\|23.10\|3.96\|22.40\|23.25\|22.35\|551609;2026-04-28\|24.35\|5.41\|22.76\|25.40\|22.76\|734842;2026-04-29\|24.63\|1.15\|24.18\|24.64\|23.43\|457715;2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809
41410	Anthropic推出新顶级AI模型	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	1、公司五象云谷智能算力持续布局，并和阿里、百度、科研院所等均有合作签订； 2、旗下曲尺平台升级部署DeepSeek至R1（满血）版本	2026-03-17\|48.50\|-3.81\|50.05\|50.98\|48.50\|102159;2026-03-18\|51.36\|5.90\|48.51\|52.00\|48.51\|168770;2026-03-19\|51.86\|0.97\|50.08\|53.85\|50.00\|218790;2026-03-20\|49.63\|-4.30\|51.71\|52.77\|49.50\|184202;2026-03-23\|46.38\|-6.55\|48.50\|49.30\|46.00\|134138;2026-03-24\|48.26\|4.05\|47.50\|49.18\|45.02\|147697;2026-03-25\|50.55\|4.75\|48.83\|51.78\|48.83\|166565;2026-03-26\|47.91\|-5.22\|50.62\|50.90\|47.79\|122633;2026-03-27\|48.25\|0.71\|47.08\|49.27\|46.54\|91768;2026-03-30\|50.66\|4.99\|47.21\|50.96\|45.80\|168407;2026-03-31\|48.47\|-4.32\|50.35\|50.48\|48.47\|88958;2026-04-01\|49.84\|2.83\|49.86\|51.22\|49.53\|124051;2026-04-02\|46.75\|-6.20\|50.11\|50.30\|46.38\|161250;2026-04-03\|47.21\|0.98\|47.64\|48.53\|46.10\|118690;2026-04-07\|47.42\|0.44\|47.20\|49.49\|46.86\|124829;2026-04-08\|52.16\|10.00\|48.72\|52.16\|48.71\|252513;2026-04-09\|53.64\|2.84\|53.93\|55.03\|53.20\|340840;2026-04-10\|51.80\|-3.43\|53.70\|53.90\|51.71\|163885;2026-04-13\|56.98\|10.00\|51.75\|56.98\|51.15\|184678;2026-04-14\|59.82\|4.98\|59.00\|61.87\|58.00\|365219;2026-04-15\|59.35\|-0.79\|59.00\|60.50\|58.70\|199726;2026-04-16\|65.29\|10.01\|59.01\|65.29\|58.99\|283232;2026-04-17\|61.34\|-6.05\|64.50\|64.64\|61.28\|270757;2026-04-20\|59.16\|-3.55\|60.24\|61.50\|58.68\|204731;2026-04-21\|55.67\|-5.90\|59.31\|59.60\|54.55\|229384;2026-04-22\|56.65\|1.76\|55.48\|57.00\|54.45\|208741;2026-04-23\|57.12\|0.83\|56.32\|59.98\|56.00\|201252;2026-04-24\|56.77\|-0.61\|57.14\|57.47\|55.02\|150017;2026-04-27\|55.35\|-2.50\|56.78\|57.83\|55.29\|137815;2026-04-28\|54.98\|-0.67\|55.35\|55.90\|54.13\|107950;2026-04-29\|54.25\|-1.33\|54.40\|56.00\|53.77\|125553;2026-04-30\|59.68\|10.01\|56.18\|59.68\|55.66\|301980;2026-05-06\|64.65\|8.33\|64.30\|65.44\|62.21\|286818;2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|58.80\|1.14\|59.61\|61.20\|56.67\|173735;2026-07-10\|61.50\|4.59\|58.12\|64.68\|57.66\|243787;2026-07-13\|59.48\|-3.28\|61.33\|64.28\|59.01\|219464;2026-07-14\|56.70\|-4.67\|59.48\|60.72\|53.53\|205615;2026-07-15\|56.84\|0.25\|57.67\|59.50\|56.13\|134080;2026-07-16\|55.73\|-1.95\|55.95\|58.60\|55.32\|132286;2026-07-17\|50.16\|-9.99\|55.34\|55.73\|50.16\|156420;2026-07-20\|50.63\|0.94\|51.67\|55.10\|48.17\|200993;2026-07-21\|52.08\|2.99\|50.80\|52.55\|46.40\|204762;2026-07-22\|51.48\|-1.15\|53.00\|54.59\|50.90\|201946;2026-07-23\|51.79\|0.60\|51.27\|53.69\|50.75\|176721;2026-07-24\|49.90\|-3.65\|50.60\|51.55\|49.61\|116509
41409	Anthropic推出新顶级AI模型	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-03-17\|155.28\|-0.33\|158.91\|166.50\|155.16\|89431;2026-03-18\|155.38\|0.06\|156.11\|157.99\|152.02\|46719;2026-03-19\|149.83\|-3.57\|154.00\|157.00\|149.00\|47112;2026-03-20\|148.53\|-0.87\|151.67\|154.60\|147.00\|50263;2026-03-23\|133.80\|-9.92\|143.30\|145.00\|133.68\|79058;2026-03-24\|142.11\|6.21\|137.76\|142.33\|133.66\|78161;2026-03-25\|142.46\|0.25\|144.95\|145.25\|141.50\|47022;2026-03-26\|140.34\|-1.49\|141.85\|143.85\|139.73\|34736;2026-03-27\|140.40\|0.04\|137.16\|141.19\|134.87\|37191;2026-03-30\|140.31\|-0.06\|138.39\|144.69\|137.84\|40788;2026-03-31\|138.41\|-1.35\|140.30\|141.17\|135.67\|37204;2026-04-01\|139.10\|0.50\|141.83\|142.56\|138.74\|39079;2026-04-02\|132.89\|-4.46\|138.31\|138.94\|132.15\|52308;2026-04-03\|129.86\|-2.28\|135.00\|135.00\|127.96\|51094;2026-04-07\|128.80\|-0.82\|129.86\|132.35\|126.26\|52547;2026-04-08\|141.68\|10.00\|133.36\|141.68\|131.00\|61091;2026-04-09\|148.23\|4.62\|141.99\|152.00\|141.67\|97950;2026-04-10\|148.66\|0.29\|149.70\|154.00\|145.87\|76039;2026-04-13\|144.46\|-2.83\|148.00\|150.82\|143.30\|63419;2026-04-14\|146.25\|1.24\|145.73\|147.46\|143.33\|54723;2026-04-15\|143.33\|-2.00\|146.00\|150.71\|142.30\|60790;2026-04-16\|142.91\|-0.29\|143.82\|144.86\|141.38\|50587;2026-04-17\|147.30\|3.07\|142.00\|148.55\|141.00\|73179;2026-04-20\|149.55\|1.53\|146.00\|151.80\|144.68\|59221;2026-04-21\|147.00\|-1.71\|147.83\|149.50\|142.08\|56558;2026-04-22\|148.89\|1.29\|147.35\|149.50\|145.02\|46554;2026-04-23\|145.40\|-2.34\|148.67\|150.46\|143.22\|53531;2026-04-24\|146.06\|0.45\|144.01\|154.69\|144.01\|98018;2026-04-27\|146.21\|0.10\|148.63\|150.90\|144.54\|73257;2026-04-28\|143.68\|-1.73\|138.35\|148.78\|138.35\|74283;2026-04-29\|158.05\|10.00\|145.37\|158.05\|145.37\|57256;2026-04-30\|142.25\|-10.00\|161.20\|167.48\|142.25\|144636;2026-05-06\|134.00\|-5.80\|140.00\|144.84\|133.20\|168580;2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367
41408	Anthropic推出新顶级AI模型	国产数据库+定增通过 1、据2026年5月28日公告，公司2026年度向特定对象发行A股股票预案获股东大会通过，拟募集资金7.016亿元。 2、据2026年5月12日公告，公司自主研发的海量数据库Vastbase作为纯国产关系型数据库产品，拥有完全自主知识产权，并通过国家级安全可靠测评，已在政务、金融、通信等重点行业实现规模化应用。 3、据2026年4月17日年报，公司2026年一季度营收9925.94万元，同比增长22.04%。	国内主要的关系型数据库产品提供商；公司数据库产品能够为OpenClaw等智能体提供数据支撑，其技术路线与AI国产化趋势契合	2026-03-17\|20.24\|-4.62\|21.20\|21.88\|20.17\|181451;2026-03-18\|21.85\|7.95\|20.59\|22.20\|20.20\|319293;2026-03-19\|21.52\|-1.51\|21.29\|22.00\|21.29\|202972;2026-03-20\|19.82\|-7.90\|21.67\|21.67\|19.68\|190561;2026-03-23\|18.22\|-8.07\|19.30\|19.54\|17.97\|184905;2026-03-24\|18.75\|2.91\|18.67\|18.79\|17.78\|145436;2026-03-25\|19.82\|5.71\|18.90\|20.34\|18.88\|181879;2026-03-26\|18.82\|-5.05\|19.62\|19.72\|18.75\|117017;2026-03-27\|18.80\|-0.11\|18.48\|19.07\|18.20\|82590;2026-03-30\|19.15\|1.86\|18.36\|19.22\|17.96\|117073;2026-03-31\|20.53\|7.21\|19.30\|21.07\|18.98\|251449;2026-04-01\|20.09\|-2.14\|20.74\|20.94\|19.63\|278336;2026-04-02\|19.02\|-5.33\|19.77\|19.90\|18.80\|162045;2026-04-03\|18.60\|-2.21\|19.29\|19.57\|18.60\|127213;2026-04-07\|18.10\|-2.69\|18.58\|18.78\|18.00\|125809;2026-04-08\|19.91\|10.00\|19.19\|19.91\|19.00\|289800;2026-04-09\|19.55\|-1.81\|20.00\|20.45\|19.39\|242258;2026-04-10\|19.80\|1.28\|19.77\|21.22\|19.77\|186758;2026-04-13\|20.42\|3.13\|19.60\|20.77\|19.52\|181262;2026-04-14\|21.06\|3.13\|20.75\|21.37\|20.49\|190107;2026-04-15\|20.35\|-3.37\|20.85\|20.95\|20.15\|134877;2026-04-16\|21.49\|5.60\|20.35\|21.67\|20.35\|188243;2026-04-17\|20.90\|-2.75\|20.64\|21.03\|19.96\|230487;2026-04-20\|20.91\|0.05\|20.66\|21.35\|20.50\|150384;2026-04-21\|19.60\|-6.26\|20.80\|20.80\|19.40\|178279;2026-04-22\|20.18\|2.96\|19.74\|20.59\|19.09\|190141;2026-04-23\|20.10\|-0.40\|20.18\|20.68\|19.84\|129555;2026-04-24\|19.47\|-3.13\|20.05\|20.43\|18.85\|143301;2026-04-27\|18.98\|-2.52\|19.58\|19.60\|18.61\|101175;2026-04-28\|18.85\|-0.68\|18.93\|19.30\|18.60\|87110;2026-04-29\|18.83\|-0.11\|18.79\|19.20\|18.66\|80427;2026-04-30\|18.21\|-3.29\|18.75\|18.89\|17.95\|131196;2026-05-06\|19.23\|5.60\|18.21\|19.90\|18.21\|169876;2026-05-07\|20.20\|5.04\|19.24\|20.36\|19.12\|147257;2026-05-08\|19.85\|-1.73\|21.40\|22.00\|19.80\|226009;2026-05-11\|20.20\|1.76\|19.91\|20.77\|19.37\|220663;2026-05-12\|19.58\|-3.07\|20.11\|20.13\|19.49\|137038;2026-05-13\|20.11\|2.71\|19.30\|20.28\|19.04\|164536;2026-05-14\|18.70\|-7.01\|20.36\|20.53\|18.70\|171570;2026-05-15\|18.55\|-0.80\|18.71\|19.36\|18.28\|101965;2026-05-18\|19.13\|3.13\|18.40\|19.35\|18.40\|133859;2026-05-19\|19.43\|1.57\|19.13\|19.85\|19.06\|115911;2026-05-20\|18.70\|-3.76\|19.20\|19.50\|18.65\|103814;2026-05-21\|17.60\|-5.88\|18.97\|19.13\|17.48\|157940;2026-05-22\|17.98\|2.16\|17.69\|18.14\|17.34\|107142;2026-05-25\|17.48\|-2.78\|18.04\|18.20\|17.22\|100818;2026-05-26\|16.79\|-3.95\|17.30\|17.39\|16.35\|110841;2026-05-27\|16.13\|-3.93\|16.60\|16.82\|16.02\|77207;2026-05-28\|16.65\|3.22\|16.94\|17.00\|15.91\|134901;2026-05-29\|16.08\|-3.42\|16.80\|17.34\|15.90\|122267;2026-06-01\|17.69\|10.01\|16.01\|17.69\|16.01\|204294;2026-06-02\|17.34\|-1.98\|17.73\|17.80\|16.76\|209241;2026-06-03\|18.41\|6.17\|17.13\|18.88\|17.10\|254871;2026-06-04\|18.01\|-2.17\|18.32\|18.40\|17.52\|153798;2026-06-05\|17.63\|-2.11\|17.80\|18.10\|17.46\|112562;2026-06-08\|17.13\|-2.84\|16.75\|17.78\|16.73\|99775;2026-06-09\|17.53\|2.34\|17.53\|18.08\|17.26\|114769;2026-06-10\|17.05\|-2.74\|17.33\|17.67\|16.70\|83131;2026-06-11\|16.35\|-4.11\|16.72\|16.97\|16.08\|85363;2026-06-12\|16.21\|-0.86\|16.55\|16.84\|16.14\|77785;2026-06-15\|16.30\|0.56\|16.58\|16.65\|16.20\|70734;2026-06-16\|16.28\|-0.12\|16.20\|16.49\|15.71\|78009;2026-06-17\|15.93\|-2.15\|16.13\|16.39\|15.80\|65695;2026-06-18\|15.87\|-0.38\|15.91\|16.17\|15.63\|67930;2026-06-22\|15.70\|-1.07\|15.83\|15.90\|15.18\|85474;2026-06-23\|15.59\|-0.70\|15.65\|15.91\|15.48\|79394;2026-06-24\|15.31\|-1.80\|15.42\|15.55\|15.00\|65996;2026-06-25\|14.72\|-3.85\|15.25\|15.32\|14.66\|84615;2026-06-26\|13.99\|-4.96\|14.70\|14.70\|13.86\|94273;2026-06-29\|13.72\|-1.93\|13.99\|14.05\|13.50\|80468;2026-06-30\|14.05\|2.41\|13.75\|14.09\|13.51\|59442;2026-07-01\|14.60\|3.91\|14.06\|15.04\|14.04\|108578;2026-07-02\|14.06\|-3.70\|14.59\|14.75\|13.98\|84999;2026-07-03\|13.86\|-1.42\|14.11\|14.23\|13.85\|67201;2026-07-06\|13.29\|-4.11\|13.87\|13.88\|13.28\|62665;2026-07-07\|12.78\|-3.84\|13.32\|13.36\|12.77\|58552;2026-07-08\|13.20\|3.29\|12.78\|13.49\|12.78\|76075;2026-07-09\|13.30\|0.76\|13.04\|13.33\|12.80\|69567;2026-07-10\|13.56\|1.95\|13.17\|14.12\|13.04\|81083;2026-07-13\|12.81\|-5.53\|13.62\|13.66\|12.78\|73840;2026-07-14\|12.77\|-0.31\|12.93\|12.93\|12.24\|69765;2026-07-15\|12.70\|-0.55\|12.49\|13.08\|12.49\|64397;2026-07-16\|12.68\|-0.16\|12.30\|13.05\|12.30\|55019;2026-07-17\|11.89\|-6.23\|12.60\|12.74\|11.63\|90503;2026-07-20\|11.62\|-2.27\|11.89\|12.37\|11.43\|83811;2026-07-21\|11.75\|1.12\|11.61\|11.80\|10.80\|108595;2026-07-22\|11.65\|-0.85\|11.65\|11.94\|11.55\|65790;2026-07-23\|11.89\|2.06\|11.64\|11.97\|11.55\|58500;2026-07-24\|11.43\|-3.87\|11.77\|11.77\|11.36\|46965
41407	Anthropic推出新顶级AI模型	算力租赁+阿里+上海国资行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年半年度报告，公司主营数据中心服务器托管服务，是国内少数获得阿里、腾讯、百度等世界级互联网公司长期服务合同的专业IDC服务商。 2、据2024年年度报告，未来三到五年将加快布局自有资源批发型数据中心，持续拓展数据中心资源，快速扩大业务规模及挖掘潜在客户。 3、据2024年年度报告，公司最终控制人为上海市静安区国有资产监督管理委员会，控股股东为上海市北高新集团有限公司，具备地方国资背景。	数据中心行业龙头企业，为客户提供完整的数据中心基础设施解决方案，是国内唯一一家同时服务于阿里巴巴、腾讯、百度和网易四大世界级互联网公司的数据中心运营商	2026-03-17\|35.22\|-1.62\|36.26\|36.55\|35.18\|350774;2026-03-18\|38.74\|9.99\|35.80\|38.74\|35.33\|734466;2026-03-19\|39.58\|2.17\|38.25\|40.56\|38.00\|1299956;2026-03-20\|37.01\|-6.49\|39.57\|39.80\|37.00\|785467;2026-03-23\|35.30\|-4.62\|35.63\|37.02\|35.02\|554592;2026-03-24\|36.37\|3.03\|36.01\|36.67\|34.66\|605464;2026-03-25\|38.30\|5.31\|36.47\|39.07\|36.47\|788002;2026-03-26\|37.28\|-2.66\|37.92\|38.77\|37.05\|511932;2026-03-27\|37.35\|0.19\|36.31\|37.96\|35.97\|419098;2026-03-30\|38.30\|2.54\|36.35\|38.84\|35.74\|616690;2026-03-31\|38.33\|0.08\|38.30\|39.32\|37.95\|574900;2026-04-01\|38.77\|1.15\|39.16\|39.57\|38.29\|663609;2026-04-02\|36.46\|-5.96\|38.05\|38.10\|36.31\|524091;2026-04-03\|36.65\|0.52\|37.00\|37.80\|35.87\|481263;2026-04-07\|35.68\|-2.65\|36.65\|37.00\|35.60\|399009;2026-04-08\|39.25\|10.01\|36.77\|39.25\|36.70\|856209;2026-04-09\|39.00\|-0.64\|38.98\|39.69\|38.61\|835464;2026-04-10\|39.84\|2.15\|39.55\|40.33\|38.81\|808272;2026-04-13\|40.19\|0.88\|38.91\|40.78\|38.90\|643980;2026-04-14\|41.19\|2.49\|40.94\|41.62\|40.30\|813469;2026-04-15\|40.30\|-2.16\|41.30\|41.30\|40.00\|642292;2026-04-16\|42.08\|4.42\|40.95\|42.62\|40.60\|871392;2026-04-17\|40.91\|-2.78\|41.25\|41.70\|40.69\|644191;2026-04-20\|39.47\|-3.52\|39.76\|40.22\|38.68\|774914;2026-04-21\|38.08\|-3.52\|39.26\|39.38\|37.40\|582701;2026-04-22\|39.57\|3.91\|37.95\|39.72\|37.67\|613004;2026-04-23\|38.81\|-1.92\|39.15\|40.10\|38.38\|461429;2026-04-24\|37.92\|-2.29\|38.50\|38.70\|36.85\|485206;2026-04-27\|37.30\|-1.64\|37.92\|38.00\|36.80\|326064;2026-04-28\|36.61\|-1.85\|37.13\|37.66\|36.31\|365550;2026-04-29\|37.22\|1.67\|36.32\|37.58\|36.32\|336317;2026-04-30\|36.91\|-0.83\|37.20\|37.22\|36.58\|281462;2026-05-06\|38.50\|4.31\|37.55\|39.00\|37.54\|515502;2026-05-07\|39.55\|2.73\|38.90\|39.57\|38.41\|571655;2026-05-08\|40.20\|1.64\|39.10\|40.50\|38.70\|664700;2026-05-11\|42.31\|5.25\|41.10\|44.22\|40.95\|1394025;2026-05-12\|40.23\|-4.92\|42.00\|42.20\|40.00\|817375;2026-05-13\|43.41\|7.90\|40.00\|44.25\|39.90\|1175066;2026-05-14\|41.18\|-5.14\|44.60\|44.96\|40.94\|886559;2026-05-15\|40.51\|-1.63\|41.51\|43.07\|40.03\|747142;2026-05-18\|41.52\|2.49\|40.45\|41.99\|40.05\|708651;2026-05-19\|42.73\|2.91\|41.15\|43.00\|40.85\|813184;2026-05-20\|40.79\|-4.54\|42.05\|42.95\|40.51\|647980;2026-05-21\|37.78\|-7.38\|40.76\|40.95\|37.64\|728525;2026-05-22\|38.60\|2.17\|38.00\|38.72\|37.78\|390516;2026-05-25\|37.98\|-1.61\|38.61\|38.85\|37.30\|455271;2026-05-26\|37.09\|-2.34\|37.58\|37.58\|36.40\|377643;2026-05-27\|36.29\|-2.16\|36.80\|37.43\|36.10\|312764;2026-05-28\|37.13\|2.31\|36.68\|37.22\|36.00\|327867;2026-05-29\|35.40\|-4.66\|37.14\|37.28\|35.29\|353308;2026-06-01\|35.71\|0.88\|35.41\|36.08\|35.20\|190568;2026-06-02\|36.81\|3.08\|35.85\|36.82\|34.04\|363191;2026-06-03\|36.42\|-1.06\|36.30\|37.05\|36.00\|288593;2026-06-04\|37.40\|2.69\|36.70\|37.85\|36.44\|362224;2026-06-05\|36.23\|-3.13\|36.99\|37.00\|35.97\|269808;2026-06-08\|34.19\|-5.63\|34.30\|35.50\|34.06\|257782;2026-06-09\|34.27\|0.23\|34.63\|34.70\|33.60\|222263;2026-06-10\|34.49\|0.64\|34.00\|35.46\|33.90\|238108;2026-06-11\|31.19\|-9.57\|33.90\|33.91\|31.13\|404353;2026-06-12\|30.85\|-1.09\|31.60\|31.75\|30.70\|285898;2026-06-15\|32.00\|3.73\|31.08\|32.00\|30.95\|257668;2026-06-16\|31.89\|-0.34\|32.00\|32.23\|31.32\|208211;2026-06-17\|31.76\|-0.41\|31.72\|32.20\|31.41\|209177;2026-06-18\|32.44\|2.14\|31.76\|32.80\|31.57\|280895;2026-06-22\|33.38\|2.90\|32.45\|33.41\|32.17\|290194;2026-06-23\|26.71\|-3.89\|27.85\|28.06\|26.64\|263920;2026-06-24\|27.19\|1.80\|26.64\|27.21\|25.47\|305811;2026-06-25\|26.14\|-3.86\|26.98\|27.29\|26.01\|289665;2026-06-26\|24.32\|-6.96\|25.83\|25.90\|24.30\|348479;2026-06-29\|23.82\|-2.06\|24.26\|24.48\|23.58\|254875;2026-06-30\|25.00\|4.95\|24.00\|25.29\|23.69\|290786;2026-07-01\|25.80\|3.20\|25.19\|26.38\|24.66\|407725;2026-07-02\|25.21\|-2.29\|25.41\|26.55\|25.08\|307939;2026-07-03\|25.21\|0.00\|25.00\|25.65\|25.00\|200409;2026-07-06\|22.97\|-8.89\|24.08\|24.15\|22.69\|458884;2026-07-07\|22.01\|-4.18\|22.90\|23.10\|21.95\|249893;2026-07-08\|24.21\|10.00\|22.13\|24.21\|22.13\|421781;2026-07-09\|24.42\|0.87\|24.30\|24.60\|23.52\|520081;2026-07-10\|25.32\|3.69\|24.04\|26.33\|23.95\|591251;2026-07-13\|26.29\|3.83\|24.99\|26.48\|24.75\|635892;2026-07-14\|24.15\|-8.14\|25.86\|26.12\|23.66\|543047;2026-07-15\|24.05\|-0.41\|23.99\|25.36\|23.71\|339357;2026-07-16\|25.38\|5.53\|24.68\|25.87\|24.30\|602265;2026-07-17\|23.46\|-7.57\|24.45\|25.31\|23.20\|493619;2026-07-20\|24.59\|4.82\|24.00\|25.57\|23.62\|450738;2026-07-21\|26.19\|6.51\|24.70\|26.22\|24.42\|665188;2026-07-22\|26.81\|2.37\|25.83\|26.81\|25.53\|765667;2026-07-23\|26.08\|-2.72\|26.30\|26.54\|25.53\|517612;2026-07-24\|24.22\|-7.13\|25.48\|25.48\|24.16\|393357
41406	Anthropic推出新顶级AI模型	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司AI算力租赁业务部署在上海市松江区的腾讯长三角人工智能超算中心等，公司目前对外出租AI算力规模已达10000P以上，其中约4000P是以自有算力出租，其余是转租算力出租	2026-03-17\|58.14\|-5.36\|62.81\|62.83\|58.14\|232046;2026-03-18\|61.88\|6.43\|58.49\|62.22\|56.60\|257557;2026-03-19\|68.07\|10.00\|61.53\|68.07\|60.52\|334858;2026-03-20\|61.26\|-10.00\|69.50\|71.88\|61.26\|443877;2026-03-23\|57.55\|-6.06\|58.71\|61.90\|57.11\|341878;2026-03-24\|56.98\|-0.99\|58.70\|58.90\|55.17\|254374;2026-03-25\|62.68\|10.00\|57.63\|62.68\|57.63\|153890;2026-03-26\|66.05\|5.38\|63.31\|68.29\|63.00\|403797;2026-03-27\|64.48\|-2.38\|65.20\|66.24\|63.32\|256484;2026-03-30\|64.37\|-0.17\|64.45\|66.90\|63.19\|234409;2026-03-31\|64.24\|-0.20\|64.37\|66.05\|61.91\|261819;2026-04-01\|65.87\|2.54\|65.32\|70.00\|63.00\|435465;2026-04-02\|60.26\|-8.52\|63.50\|64.20\|59.61\|313626;2026-04-03\|59.42\|-1.39\|61.51\|62.43\|58.45\|198566;2026-04-07\|64.00\|7.71\|59.50\|65.36\|59.50\|383109;2026-04-08\|70.40\|10.00\|66.66\|70.40\|65.62\|288787;2026-04-09\|74.62\|5.99\|71.42\|76.99\|71.42\|431524;2026-04-10\|72.68\|-2.60\|74.00\|75.81\|72.00\|279423;2026-04-13\|72.68\|0.00\|73.98\|79.95\|70.71\|526715;2026-04-14\|79.95\|10.00\|78.00\|79.95\|74.00\|320240;2026-04-15\|87.95\|10.01\|81.55\|87.95\|79.95\|442209;2026-04-16\|95.85\|8.98\|87.95\|96.75\|87.95\|555692;2026-04-17\|105.44\|10.01\|96.61\|105.44\|96.61\|372403;2026-04-20\|107.28\|1.75\|108.00\|109.97\|104.00\|544925;2026-04-21\|101.19\|-5.68\|104.00\|106.00\|99.35\|371605;2026-04-22\|108.20\|6.93\|101.30\|110.18\|99.02\|491017;2026-04-23\|116.48\|7.65\|108.00\|119.02\|107.91\|442525;2026-04-24\|109.42\|-6.06\|111.68\|116.10\|105.00\|438185;2026-04-27\|108.50\|-0.84\|107.11\|111.99\|105.00\|359856;2026-04-28\|119.35\|10.00\|119.35\|119.35\|119.35\|62575;2026-04-29\|131.29\|10.00\|130.99\|131.29\|128.11\|144191;2026-04-30\|144.41\|9.99\|142.32\|144.42\|136.72\|447055;2026-05-06\|158.85\|10.00\|149.95\|158.85\|144.11\|334172;2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395
41405	Anthropic推出新顶级AI模型	算力订单+国产算力+运营商合作行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年2月11日公告，公司累计签订算力服务订单已超24亿元，客户覆盖三大运营商及云服务商。 2、据2026年2月11日公告，公司拟募资10亿元建设国产AI芯片智能算力中心，切入政府及央国企安全敏感客户市场。 3、据2026年3月4日公告，子公司深圳兆能预中标中国移动2026年智能家庭网关紧急集采，巩固运营商核心供应商地位。	公司计划建设以国产AI芯片为支撑的智能算力中心，与国产芯片厂商深度绑定，形成差异化竞争优势	2026-03-17\|29.37\|-4.30\|30.94\|30.95\|29.28\|47732;2026-03-18\|35.24\|19.99\|29.88\|35.24\|29.88\|208515;2026-03-19\|35.00\|-0.68\|36.01\|37.00\|34.60\|305497;2026-03-20\|32.89\|-6.03\|34.82\|35.49\|32.70\|209002;2026-03-23\|31.30\|-4.83\|31.82\|32.39\|31.06\|126312;2026-03-24\|33.40\|6.71\|32.00\|34.58\|30.72\|229354;2026-03-25\|33.90\|1.50\|33.11\|34.68\|33.11\|179931;2026-03-26\|32.69\|-3.57\|33.91\|34.08\|32.52\|112126;2026-03-27\|32.50\|-0.58\|32.23\|33.80\|31.92\|100779;2026-03-30\|33.22\|2.22\|31.80\|33.32\|31.18\|109033;2026-03-31\|32.10\|-3.37\|32.82\|33.40\|32.09\|78396;2026-04-01\|33.44\|4.17\|33.01\|33.90\|32.44\|135600;2026-04-02\|31.92\|-4.55\|33.31\|33.39\|31.60\|100316;2026-04-03\|31.69\|-0.72\|32.36\|33.12\|31.24\|90581;2026-04-07\|30.51\|-3.72\|31.63\|32.29\|30.18\|96353;2026-04-08\|36.61\|19.99\|31.62\|36.61\|31.62\|249477;2026-04-09\|34.96\|-4.51\|35.00\|35.50\|34.46\|248959;2026-04-10\|34.57\|-1.12\|35.04\|35.30\|34.49\|152718;2026-04-13\|34.63\|0.17\|34.18\|35.19\|34.11\|121887;2026-04-14\|35.29\|1.91\|35.60\|36.18\|34.93\|192250;2026-04-15\|34.84\|-1.28\|35.42\|35.60\|34.20\|124406;2026-04-16\|36.25\|4.05\|35.42\|36.80\|35.42\|220018;2026-04-17\|35.71\|-1.49\|36.30\|36.30\|34.91\|146945;2026-04-20\|36.77\|2.97\|35.98\|38.96\|35.98\|204443;2026-04-21\|35.31\|-3.97\|36.31\|36.40\|34.70\|114893;2026-04-22\|36.64\|3.77\|34.81\|36.80\|34.56\|131038;2026-04-23\|36.90\|0.71\|36.01\|37.80\|35.86\|140624;2026-04-24\|35.80\|-2.98\|36.52\|36.61\|34.87\|118507;2026-04-27\|34.45\|-3.77\|35.71\|36.00\|33.92\|94197;2026-04-28\|38.90\|12.92\|34.35\|40.03\|34.31\|304352;2026-04-29\|42.50\|9.25\|38.29\|43.70\|38.29\|259175;2026-04-30\|44.35\|4.35\|43.21\|44.96\|42.42\|223178;2026-05-06\|51.52\|16.17\|49.93\|53.22\|48.88\|381620;2026-05-07\|57.58\|11.76\|51.56\|58.42\|50.70\|353621;2026-05-08\|58.00\|0.73\|56.85\|58.99\|56.00\|263202;2026-05-11\|57.65\|-0.60\|56.96\|58.50\|53.47\|278977;2026-05-12\|57.39\|-0.45\|57.00\|59.84\|55.00\|224593;2026-05-13\|62.99\|9.76\|58.50\|65.00\|52.10\|358575;2026-05-14\|66.48\|5.54\|66.00\|68.68\|61.00\|354087;2026-05-15\|61.43\|-7.60\|64.00\|66.75\|60.71\|284647;2026-05-18\|68.60\|11.67\|64.02\|72.49\|64.02\|331005;2026-05-19\|65.89\|-3.95\|69.02\|73.34\|65.03\|326139;2026-05-20\|63.81\|-3.16\|65.73\|66.58\|62.61\|247987;2026-05-21\|59.41\|-6.90\|64.20\|66.50\|59.00\|224598;2026-05-22\|64.71\|8.92\|61.24\|65.00\|59.44\|227280;2026-05-25\|62.20\|-3.88\|65.00\|67.67\|57.73\|295289;2026-05-26\|54.01\|-13.17\|60.10\|60.90\|53.40\|253159;2026-05-27\|49.95\|-7.52\|53.90\|54.27\|49.25\|216363;2026-05-28\|49.62\|-0.66\|50.00\|52.45\|48.03\|177248;2026-05-29\|46.87\|-5.54\|49.33\|50.68\|46.00\|151529;2026-06-01\|45.43\|-3.07\|46.04\|47.41\|45.23\|110418;2026-06-02\|45.18\|-0.55\|45.99\|46.38\|43.33\|102140;2026-06-03\|45.37\|0.42\|44.87\|46.00\|44.00\|141690;2026-06-04\|45.88\|1.12\|44.50\|46.79\|43.88\|170312;2026-06-05\|45.12\|-1.66\|45.81\|48.60\|44.60\|190540;2026-06-08\|42.54\|-5.72\|43.63\|44.56\|41.89\|149965;2026-06-09\|43.00\|1.08\|43.62\|43.68\|41.50\|113224;2026-06-10\|41.31\|-3.93\|42.24\|42.90\|40.50\|119014;2026-06-11\|39.83\|-3.58\|41.00\|41.20\|39.00\|101906;2026-06-12\|38.99\|-2.11\|40.45\|41.10\|38.94\|91414;2026-06-15\|41.58\|6.64\|39.86\|41.70\|39.61\|105458;2026-06-16\|42.50\|2.21\|41.68\|43.25\|40.88\|112760;2026-06-17\|43.73\|2.89\|42.51\|44.33\|42.11\|151014;2026-06-18\|46.10\|5.42\|44.90\|47.46\|44.01\|278697;2026-06-22\|49.17\|6.66\|45.71\|49.71\|45.09\|278616;2026-06-23\|46.33\|-5.78\|48.00\|49.10\|45.88\|213144;2026-06-24\|51.62\|11.42\|46.84\|52.00\|44.80\|292740;2026-06-25\|49.31\|-4.47\|51.20\|55.00\|48.84\|293082;2026-06-26\|45.97\|-6.77\|48.70\|48.79\|43.87\|234837;2026-06-29\|42.83\|-6.83\|45.52\|46.84\|41.85\|174047;2026-06-30\|45.66\|6.61\|42.81\|46.93\|41.70\|163484;2026-07-01\|45.71\|0.11\|45.66\|46.67\|44.14\|157555;2026-07-02\|42.20\|-7.68\|43.49\|44.76\|42.00\|128296;2026-07-03\|41.27\|-2.20\|42.18\|43.26\|41.20\|86344;2026-07-06\|39.12\|-5.21\|41.19\|41.55\|38.50\|93933;2026-07-07\|37.02\|-5.37\|39.08\|39.38\|36.36\|78247;2026-07-08\|37.17\|0.41\|37.10\|39.21\|36.20\|121406;2026-07-09\|37.92\|2.02\|37.74\|38.27\|35.67\|107436;2026-07-10\|37.43\|-1.29\|37.48\|39.80\|37.40\|107854;2026-07-13\|34.16\|-8.74\|37.48\|38.08\|34.00\|88706;2026-07-14\|34.19\|0.09\|34.18\|35.15\|32.33\|87325;2026-07-15\|33.38\|-2.37\|34.32\|34.86\|33.09\|58909;2026-07-16\|32.32\|-3.18\|32.80\|34.17\|32.07\|68638;2026-07-17\|29.49\|-8.76\|32.50\|32.50\|28.90\|90600;2026-07-20\|29.20\|-0.98\|31.01\|33.73\|28.42\|154192;2026-07-21\|30.39\|4.08\|29.64\|30.43\|25.12\|163042;2026-07-22\|31.27\|2.90\|29.50\|32.52\|29.15\|147742;2026-07-23\|31.58\|0.99\|31.65\|33.07\|30.72\|138165;2026-07-24\|30.28\|-4.12\|31.15\|31.19\|29.86\|83761
41404	Anthropic推出新顶级AI模型	柴油发动机+数据中心+年报扭亏+上海国资行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年度报告2026年3月28日披露，公司自主品牌12VK/16VK柴油机已配套1.8-2.4MW机组切入数据中心备用电源市场，20VK项目适配3,000kW机组正推进，2025年电站类销量同比增长53%。 2、据2025年度报告2026年3月28日披露，上汽红岩自2025年12月起不再并表，公司确认股权处置收益35.32亿元，2025年归母净利润28.72亿元，实现扭亏。 3、据2025年度报告2026年3月28日披露，公司最终控制人为上海市国资委，控股股东为上海汽车集团。	公司主营柴油发动机及重卡，产品配套商用车、工程机械、船舶、数据中心电站等；预计2025年实现净利润27.52亿元至28.52亿元，同比扭亏为盈	2026-03-17\|8.72\|-1.47\|8.92\|9.09\|8.70\|155060;2026-03-18\|8.78\|0.69\|8.70\|8.80\|8.59\|155440;2026-03-19\|8.41\|-4.21\|8.62\|8.71\|8.35\|188507;2026-03-20\|8.26\|-1.78\|8.45\|8.52\|8.25\|147371;2026-03-23\|7.78\|-5.81\|8.18\|8.18\|7.66\|187213;2026-03-24\|8.14\|4.63\|7.90\|8.15\|7.86\|164398;2026-03-25\|8.59\|5.53\|8.19\|8.82\|8.19\|241621;2026-03-26\|8.58\|-0.12\|8.54\|8.84\|8.39\|212457;2026-03-27\|8.72\|1.63\|8.47\|8.77\|8.40\|179620;2026-03-30\|8.55\|-1.95\|8.72\|8.86\|8.37\|256757;2026-03-31\|8.59\|0.47\|8.70\|8.98\|8.57\|261899;2026-04-01\|8.78\|2.21\|8.77\|8.92\|8.53\|221302;2026-04-02\|8.33\|-5.13\|8.78\|8.78\|8.21\|209864;2026-04-03\|8.20\|-1.56\|8.40\|8.42\|8.17\|133290;2026-04-07\|8.30\|1.22\|8.29\|8.51\|8.17\|145327;2026-04-08\|9.13\|10.00\|8.65\|9.13\|8.65\|176277;2026-04-09\|9.02\|-1.20\|9.17\|9.45\|8.85\|512358;2026-04-10\|9.26\|2.66\|9.05\|9.56\|9.01\|458850;2026-04-13\|9.35\|0.97\|9.19\|9.80\|8.97\|498396;2026-04-14\|9.31\|-0.43\|9.43\|9.55\|9.17\|354947;2026-04-15\|9.11\|-2.15\|9.39\|9.58\|9.08\|305538;2026-04-16\|9.56\|4.94\|9.15\|9.71\|8.98\|422765;2026-04-17\|9.58\|0.21\|9.48\|9.63\|9.33\|277705;2026-04-20\|9.51\|-0.73\|9.54\|9.68\|9.22\|239130;2026-04-21\|9.49\|-0.21\|9.48\|9.51\|9.31\|175336;2026-04-22\|9.38\|-1.16\|9.40\|9.50\|9.20\|197998;2026-04-23\|9.75\|3.94\|9.63\|10.15\|9.49\|426647;2026-04-24\|9.45\|-3.08\|9.71\|9.77\|9.42\|218802;2026-04-27\|9.27\|-1.90\|9.41\|9.48\|8.99\|227087;2026-04-28\|8.34\|-10.03\|9.09\|9.12\|8.34\|392509;2026-04-29\|8.25\|-1.08\|8.16\|8.38\|8.09\|271579;2026-04-30\|8.30\|0.61\|8.25\|8.46\|8.21\|177235;2026-05-06\|8.82\|6.27\|8.50\|8.99\|8.41\|332369;2026-05-07\|8.80\|-0.23\|8.82\|8.88\|8.70\|204525;2026-05-08\|8.66\|-1.59\|8.75\|8.78\|8.55\|178894;2026-05-11\|8.21\|-5.20\|8.66\|8.70\|8.16\|328527;2026-05-12\|8.27\|0.73\|8.20\|8.35\|8.11\|243569;2026-05-13\|8.89\|7.50\|8.19\|9.02\|8.13\|404072;2026-05-14\|8.43\|-5.17\|8.89\|9.03\|8.43\|244636;2026-05-15\|8.13\|-3.56\|8.40\|8.48\|8.07\|238535;2026-05-18\|7.99\|-1.72\|8.01\|8.12\|7.85\|166464;2026-05-19\|7.91\|-1.00\|7.99\|8.19\|7.87\|163689;2026-05-20\|7.91\|0.00\|7.84\|8.05\|7.68\|170178;2026-05-21\|7.61\|-3.79\|7.91\|8.02\|7.60\|146151;2026-05-22\|7.53\|-1.05\|7.65\|7.69\|7.50\|190011;2026-05-25\|7.47\|-0.80\|7.50\|7.63\|7.36\|164080;2026-05-26\|7.37\|-1.34\|7.46\|7.51\|7.25\|128740;2026-05-27\|7.13\|-3.26\|7.31\|7.39\|7.06\|151884;2026-05-28\|7.39\|3.65\|7.08\|7.46\|7.08\|149020;2026-05-29\|7.26\|-1.76\|7.45\|7.58\|7.24\|141561;2026-06-01\|7.99\|10.06\|7.30\|7.99\|7.29\|191791;2026-06-02\|7.56\|-5.38\|7.99\|7.99\|7.50\|443483;2026-06-03\|7.46\|-1.32\|7.56\|7.87\|7.40\|271700;2026-06-04\|7.41\|-0.67\|7.45\|7.65\|7.35\|209783;2026-06-05\|7.41\|0.00\|7.38\|7.72\|7.37\|255374;2026-06-08\|7.00\|-5.53\|7.15\|7.34\|6.89\|232120;2026-06-09\|7.11\|1.57\|7.07\|7.25\|6.96\|168690;2026-06-10\|6.80\|-4.36\|7.08\|7.08\|6.72\|150758;2026-06-11\|6.71\|-1.32\|6.80\|6.86\|6.64\|132559;2026-06-12\|6.79\|1.19\|6.78\|6.87\|6.73\|104089;2026-06-15\|6.93\|2.06\|6.85\|6.97\|6.82\|118343;2026-06-16\|6.79\|-2.02\|6.90\|6.91\|6.73\|129115;2026-06-17\|6.62\|-2.50\|6.71\|6.78\|6.57\|131192;2026-06-18\|6.67\|0.76\|6.55\|6.77\|6.55\|110580;2026-06-22\|6.66\|-0.15\|6.65\|6.70\|6.41\|131347;2026-06-23\|6.79\|1.95\|6.66\|6.91\|6.60\|152152;2026-06-24\|6.56\|-3.39\|6.79\|6.83\|6.50\|117718;2026-06-25\|6.38\|-2.74\|6.52\|6.56\|6.37\|104193;2026-06-26\|6.24\|-2.19\|6.37\|6.40\|6.19\|125879;2026-06-29\|6.13\|-1.76\|6.16\|6.30\|5.96\|108289;2026-06-30\|6.10\|-0.49\|6.16\|6.20\|6.07\|91807;2026-07-01\|6.25\|2.46\|6.11\|6.36\|6.11\|130150;2026-07-02\|6.10\|-2.40\|6.25\|6.42\|6.08\|139213;2026-07-03\|6.71\|10.00\|6.16\|6.71\|6.10\|228991;2026-07-06\|6.79\|1.19\|6.71\|6.90\|6.51\|363893;2026-07-07\|6.52\|-3.98\|6.83\|6.86\|6.42\|192278;2026-07-08\|6.26\|-3.99\|6.58\|6.58\|6.24\|180450;2026-07-09\|6.18\|-1.28\|6.18\|6.36\|6.06\|148333;2026-07-10\|6.34\|2.59\|6.21\|6.52\|6.01\|177897;2026-07-13\|5.85\|-7.73\|6.30\|6.34\|5.84\|197251;2026-07-14\|6.10\|4.27\|5.85\|6.21\|5.85\|162471;2026-07-15\|5.99\|-1.80\|6.07\|6.22\|5.97\|180094;2026-07-16\|5.90\|-1.50\|5.96\|6.02\|5.86\|123222;2026-07-17\|5.52\|-6.44\|5.88\|5.94\|5.49\|188550;2026-07-20\|5.42\|-1.81\|5.52\|5.71\|5.34\|151809;2026-07-21\|5.43\|0.18\|5.42\|5.51\|5.22\|176744;2026-07-22\|5.27\|-2.95\|5.45\|5.45\|5.23\|118676;2026-07-23\|5.51\|4.55\|5.27\|5.51\|5.27\|143551;2026-07-24\|5.40\|-2.00\|5.50\|5.50\|5.35\|98715
41403	Anthropic推出新顶级AI模型	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、全资子公司海南博创云天经营范围包含算力销售，公司表示并已基于RCS技术将产品应用于金融领域； 2、公司申请名称一种通过插片式安装的光通信无源器件专利	2026-03-17\|3.38\|-2.03\|3.47\|3.50\|3.36\|162015;2026-03-18\|3.42\|1.18\|3.38\|3.43\|3.35\|149222;2026-03-19\|3.34\|-2.34\|3.40\|3.42\|3.33\|162296;2026-03-20\|3.24\|-2.99\|3.34\|3.39\|3.23\|166665;2026-03-23\|3.04\|-6.17\|3.20\|3.21\|3.02\|262679;2026-03-24\|3.22\|5.92\|3.12\|3.24\|3.08\|244793;2026-03-25\|3.54\|9.94\|3.47\|3.54\|3.47\|234202;2026-03-26\|3.38\|-4.52\|3.51\|3.51\|3.31\|747711;2026-03-27\|3.41\|0.89\|3.27\|3.53\|3.26\|581305;2026-03-30\|3.48\|2.05\|3.35\|3.49\|3.32\|406186;2026-03-31\|3.36\|-3.45\|3.48\|3.53\|3.35\|273709;2026-04-01\|3.40\|1.19\|3.49\|3.50\|3.37\|265627;2026-04-02\|3.30\|-2.94\|3.39\|3.42\|3.28\|213699;2026-04-03\|3.20\|-3.03\|3.32\|3.36\|3.18\|168746;2026-04-07\|3.26\|1.88\|3.19\|3.28\|3.17\|153763;2026-04-08\|3.59\|10.12\|3.35\|3.59\|3.33\|306138;2026-04-09\|3.95\|10.03\|3.66\|3.95\|3.54\|1186611;2026-04-10\|4.35\|10.13\|4.35\|4.35\|4.10\|1790469;2026-04-13\|3.92\|-9.89\|4.28\|4.35\|3.92\|2171211;2026-04-14\|4.31\|9.95\|3.89\|4.31\|3.89\|1261655;2026-04-15\|4.74\|9.98\|4.32\|4.74\|4.03\|3184177;2026-04-16\|5.00\|5.49\|4.57\|5.21\|4.38\|3382775;2026-04-17\|5.29\|5.80\|4.85\|5.44\|4.81\|2756539;2026-04-20\|5.14\|-2.84\|5.42\|5.45\|5.03\|2555625;2026-04-21\|4.66\|-9.34\|4.76\|5.00\|4.63\|2135091;2026-04-22\|4.62\|-0.86\|4.45\|4.85\|4.42\|1633584;2026-04-23\|4.35\|-5.84\|4.58\|4.79\|4.26\|1779492;2026-04-24\|4.79\|10.11\|4.35\|4.79\|4.25\|2455425;2026-04-27\|4.46\|-6.89\|4.70\|4.75\|4.32\|2338465;2026-04-28\|4.91\|10.09\|4.46\|4.91\|4.45\|2483285;2026-04-29\|4.81\|-2.04\|4.82\|4.98\|4.71\|2379857;2026-04-30\|4.42\|-8.11\|4.69\|4.75\|4.37\|1754456;2026-05-06\|4.86\|9.95\|4.50\|4.86\|4.50\|1155626;2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245;2026-07-20\|3.45\|9.87\|3.22\|3.45\|3.22\|424396;2026-07-21\|3.80\|10.14\|3.53\|3.80\|3.46\|698662;2026-07-22\|3.99\|5.00\|4.16\|4.16\|3.78\|1912631;2026-07-23\|3.83\|-4.01\|3.88\|4.05\|3.75\|1516779;2026-07-24\|3.58\|-6.53\|3.64\|3.77\|3.56\|1057575
41402	Anthropic推出新顶级AI模型	算力租赁+IDC+东数西算行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月22日年报，公司2024年起开展算力租赁，2025年前三季度收入1,123.20万元，占营收3.59%，并计划2026年重点推进张北一期产能爬坡，提升机柜上架率以释放收入。 2、据2026年4月22日年报，公司主营IDC及算力服务，数据中心位于京冀“东数西算”节点，2025年通过自建、收购、租赁持续扩大华北网络基础设施规模。 3、据2026年4月22日年报，公司确立“源网荷储一体化+AIDC定制化”战略，与大型互联网企业、云服务商签长协订单，锁定优质客户，提升收入确定性。	公司为国内AIDC（人工智能数据中心）服务商，已拥有北京核心区域优质的数据中心资源，正投建张北、太仆寺旗大型智算中心，绑定互联网头部客户	2026-03-17\|10.71\|0.00\|10.84\|11.16\|10.56\|1624291;2026-03-18\|11.32\|5.70\|10.88\|11.34\|10.80\|2112799;2026-03-19\|11.56\|2.12\|11.01\|11.78\|11.00\|2392242;2026-03-20\|10.41\|-9.95\|11.39\|11.67\|10.40\|2339382;2026-03-23\|9.75\|-6.34\|9.89\|10.30\|9.68\|1446242;2026-03-24\|10.13\|3.90\|10.00\|10.18\|9.51\|1396340;2026-03-25\|11.14\|9.97\|10.21\|11.14\|10.21\|1085127;2026-03-26\|10.82\|-2.87\|11.14\|11.45\|10.76\|2372475;2026-03-27\|10.77\|-0.46\|10.77\|11.05\|10.40\|1500461;2026-03-30\|10.87\|0.93\|10.48\|10.95\|10.15\|1304299;2026-03-31\|10.68\|-1.75\|10.86\|11.18\|10.64\|1304675;2026-04-01\|10.96\|2.62\|10.98\|11.20\|10.83\|1582083;2026-04-02\|10.24\|-6.57\|10.83\|10.88\|10.13\|1433778;2026-04-03\|10.01\|-2.25\|10.41\|10.45\|9.94\|941376;2026-04-07\|9.88\|-1.30\|10.02\|10.08\|9.80\|728264;2026-04-08\|10.87\|10.02\|10.20\|10.87\|10.20\|877006;2026-04-09\|11.04\|1.56\|10.87\|11.10\|10.70\|2330995;2026-04-10\|10.96\|-0.72\|11.33\|11.36\|10.93\|1677558;2026-04-13\|11.20\|2.19\|10.91\|11.27\|10.80\|1642929;2026-04-14\|11.40\|1.79\|11.59\|11.96\|11.28\|2229416;2026-04-15\|11.14\|-2.28\|11.40\|11.51\|11.04\|1540841;2026-04-16\|11.48\|3.05\|11.14\|11.60\|11.13\|2163492;2026-04-17\|11.20\|-2.44\|11.30\|11.41\|11.10\|1467301;2026-04-20\|11.13\|-0.62\|11.10\|11.26\|11.01\|1181271;2026-04-21\|10.45\|-6.11\|11.03\|11.05\|10.28\|1660053;2026-04-22\|10.63\|1.72\|10.28\|10.65\|10.08\|1675066;2026-04-23\|10.76\|1.22\|10.45\|11.40\|10.40\|1849430;2026-04-24\|10.28\|-4.46\|10.49\|10.60\|10.11\|1376991;2026-04-27\|10.02\|-2.53\|10.15\|10.19\|9.92\|843115;2026-04-28\|9.67\|-3.49\|10.11\|10.11\|9.61\|1063045;2026-04-29\|9.73\|0.62\|9.50\|9.89\|9.50\|773681;2026-04-30\|10.07\|3.49\|9.45\|10.16\|9.42\|1637135;2026-05-06\|11.08\|10.03\|10.66\|11.08\|10.61\|2345167;2026-05-07\|11.37\|2.62\|11.08\|11.40\|10.93\|2403646;2026-05-08\|12.51\|10.03\|11.21\|12.51\|11.12\|3586740;2026-05-11\|13.02\|4.08\|13.09\|13.48\|12.38\|4049624;2026-05-12\|12.65\|-2.84\|12.91\|12.99\|12.41\|2531694;2026-05-13\|13.56\|7.19\|12.44\|13.79\|12.40\|3097592;2026-05-14\|13.18\|-2.80\|13.99\|14.58\|12.89\|3011058;2026-05-15\|12.85\|-2.50\|13.03\|13.88\|12.77\|2417978;2026-05-18\|12.57\|-2.18\|13.12\|13.16\|12.35\|1655763;2026-05-19\|13.08\|4.06\|12.58\|13.26\|12.10\|2232701;2026-05-20\|13.38\|2.29\|13.06\|14.00\|12.83\|2639768;2026-05-21\|12.42\|-7.17\|13.35\|13.99\|12.40\|3048906;2026-05-22\|12.88\|3.70\|12.62\|12.99\|12.22\|1913885;2026-05-25\|12.92\|0.31\|13.00\|13.08\|12.25\|1873557;2026-05-26\|11.63\|-9.98\|12.68\|12.68\|11.63\|1364878;2026-05-27\|10.86\|-6.62\|11.07\|11.54\|10.48\|2313063;2026-05-28\|11.95\|10.04\|11.95\|11.95\|11.95\|484672;2026-05-29\|10.85\|-9.21\|12.00\|12.17\|10.80\|2280320;2026-06-01\|10.44\|-3.78\|10.85\|11.09\|10.41\|1429602;2026-06-02\|10.39\|-0.48\|10.55\|10.88\|10.14\|1282074;2026-06-03\|10.82\|4.14\|10.20\|11.20\|10.12\|1996925;2026-06-04\|10.66\|-1.48\|10.58\|10.75\|10.40\|980456;2026-06-05\|10.57\|-0.84\|10.61\|11.05\|10.12\|1314274;2026-06-08\|9.98\|-5.58\|10.15\|10.42\|9.80\|1160764;2026-06-09\|10.19\|2.10\|10.18\|10.29\|9.93\|937976;2026-06-10\|9.95\|-2.36\|10.02\|10.52\|9.85\|1205107;2026-06-11\|9.43\|-5.23\|9.72\|9.84\|9.32\|1062204;2026-06-12\|9.35\|-0.85\|9.60\|9.68\|9.32\|868772;2026-06-15\|10.08\|7.81\|9.53\|10.13\|9.45\|1133785;2026-06-16\|10.02\|-0.60\|10.08\|10.13\|9.90\|777980;2026-06-17\|10.24\|2.20\|10.01\|10.58\|9.82\|1246656;2026-06-18\|10.21\|-0.29\|10.40\|10.54\|10.05\|1125727;2026-06-22\|10.37\|1.57\|10.06\|10.69\|10.05\|1198025;2026-06-23\|9.80\|-5.50\|10.30\|10.30\|9.65\|1147393;2026-06-24\|10.26\|4.69\|9.78\|10.50\|9.25\|1477453;2026-06-25\|10.10\|-1.56\|10.20\|10.55\|9.84\|1230255;2026-06-26\|9.40\|-6.93\|9.94\|9.95\|9.35\|1040840;2026-06-29\|9.49\|0.96\|9.30\|9.57\|8.83\|986744;2026-06-30\|10.24\|7.90\|9.38\|10.44\|9.30\|2191578;2026-07-01\|10.54\|2.93\|10.10\|10.99\|9.65\|2600316;2026-07-02\|9.68\|-8.16\|10.11\|10.22\|9.68\|1514494;2026-07-03\|9.60\|-0.83\|9.61\|9.87\|9.59\|725602;2026-07-06\|9.21\|-4.06\|9.51\|9.51\|9.16\|699514;2026-07-07\|8.93\|-3.04\|9.20\|9.26\|8.90\|524062;2026-07-08\|9.01\|0.90\|8.93\|9.22\|8.89\|619880;2026-07-09\|8.84\|-1.89\|9.20\|9.20\|8.40\|797602;2026-07-10\|8.71\|-1.47\|8.80\|9.14\|8.58\|798380;2026-07-13\|7.84\|-9.99\|8.65\|8.65\|7.84\|1029054;2026-07-14\|7.54\|-3.83\|7.80\|7.80\|7.21\|891953;2026-07-15\|7.59\|0.66\|7.50\|7.98\|7.38\|798395;2026-07-16\|7.30\|-3.82\|7.44\|7.64\|7.28\|576345;2026-07-17\|7.33\|0.41\|7.26\|7.64\|6.76\|1036119;2026-07-20\|7.01\|-4.37\|7.29\|7.50\|6.89\|707568;2026-07-21\|7.22\|3.00\|6.98\|7.22\|6.40\|948380;2026-07-22\|7.18\|-0.55\|7.13\|7.52\|7.12\|813059;2026-07-23\|7.30\|1.67\|7.11\|7.47\|7.09\|647460;2026-07-24\|6.92\|-5.21\|7.15\|7.17\|6.92\|525487
41401	Anthropic推出新顶级AI模型	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	国内在产味精生产商历史最悠久的企业；公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-03-17\|6.30\|2.27\|6.20\|6.43\|6.18\|1310149;2026-03-18\|6.46\|2.54\|6.30\|6.48\|6.26\|1127943;2026-03-19\|7.11\|10.06\|6.33\|7.11\|6.31\|2955317;2026-03-20\|6.55\|-7.88\|6.90\|6.95\|6.54\|3417179;2026-03-23\|6.15\|-6.11\|6.48\|6.55\|6.09\|1773760;2026-03-24\|6.77\|10.08\|6.28\|6.77\|6.13\|1989641;2026-03-25\|7.03\|3.84\|6.90\|7.24\|6.90\|2896092;2026-03-26\|7.03\|0.00\|7.09\|7.44\|6.92\|2687588;2026-03-27\|7.14\|1.56\|7.03\|7.25\|6.86\|2225990;2026-03-30\|7.39\|3.50\|6.90\|7.43\|6.88\|3038679;2026-03-31\|7.10\|-3.92\|7.26\|7.35\|7.10\|2257856;2026-04-01\|7.33\|3.24\|7.20\|7.60\|7.19\|2516507;2026-04-02\|7.08\|-3.41\|7.34\|7.46\|7.04\|2021536;2026-04-03\|6.99\|-1.27\|7.19\|7.24\|6.87\|1523815;2026-04-07\|6.94\|-0.72\|7.00\|7.20\|6.87\|1078698;2026-04-08\|7.63\|9.94\|7.23\|7.63\|7.23\|1232380;2026-04-09\|7.47\|-2.10\|7.56\|7.85\|7.40\|2647070;2026-04-10\|7.43\|-0.54\|7.58\|7.97\|7.41\|1854160;2026-04-13\|7.41\|-0.27\|7.34\|7.49\|7.27\|1492066;2026-04-14\|7.32\|-1.21\|7.58\|7.65\|7.22\|1860715;2026-04-15\|7.69\|5.05\|7.50\|7.89\|7.10\|3076784;2026-04-16\|8.14\|5.85\|7.54\|8.37\|7.54\|3288201;2026-04-17\|7.89\|-3.07\|8.02\|8.07\|7.81\|2159833;2026-04-20\|7.87\|-0.25\|7.91\|7.96\|7.81\|1682172;2026-04-21\|8.09\|2.80\|7.82\|8.14\|7.55\|2392582;2026-04-22\|8.59\|6.18\|8.00\|8.77\|7.96\|3182122;2026-04-23\|9.45\|10.01\|8.57\|9.45\|8.48\|3245360;2026-04-24\|9.14\|-3.28\|9.58\|9.80\|8.91\|3997188;2026-04-27\|9.34\|2.19\|9.19\|9.58\|8.97\|3139244;2026-04-28\|9.84\|5.35\|9.36\|10.15\|9.23\|3858841;2026-04-29\|10.82\|9.96\|9.85\|10.82\|9.85\|2303049;2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2734814;2026-07-16\|9.92\|-3.22\|9.94\|10.40\|9.80\|1682109;2026-07-17\|8.93\|-9.98\|9.82\|9.87\|8.93\|1827368;2026-07-20\|8.14\|-8.85\|9.10\|9.39\|8.04\|2311746;2026-07-21\|8.61\|5.77\|8.30\|8.63\|7.51\|2253909;2026-07-22\|8.56\|-0.58\|8.51\|8.89\|8.45\|1602137;2026-07-23\|8.71\|1.75\|8.57\|8.95\|8.50\|1486582;2026-07-24\|8.48\|-2.64\|8.51\|8.73\|8.40\|962892
41400	Anthropic推出新顶级AI模型	算力租赁+纺织+预计扭亏行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年5月9日投资者关系活动记录表及2025年11月10日互动易，公司正推进上虞AIGC智算中心对外租赁算力，新疆阿克苏城市公共算力平台处于结构施工阶段，提供算力租赁服务并探索“纺织+AI”应用。 2、据2025年半年度报告，公司是全球最大色纺纱供应商之一，主营中高档色纺纱线，贯通“原料—纺纱—面料—成衣”全产业链。 3、据2026年1月31日业绩预告，公司预计2025年净利润5500–7500万元，同比扭亏为盈，主因主业订单回暖、共享产业效益提升及科技新业突破。	公司上虞AIGC智算中心已对外租赁算力，阿克苏城市公共算力平台项目施工设备已进场，项目正在正常推进中	2026-03-17\|4.47\|-0.89\|4.53\|4.58\|4.46\|343962;2026-03-18\|4.55\|1.79\|4.45\|4.59\|4.44\|506838;2026-03-19\|4.48\|-1.54\|4.45\|4.64\|4.35\|583786;2026-03-20\|4.23\|-5.58\|4.55\|4.62\|4.23\|645244;2026-03-23\|3.81\|-9.93\|4.12\|4.13\|3.81\|719040;2026-03-24\|4.04\|6.04\|3.87\|4.06\|3.67\|793686;2026-03-25\|4.22\|4.46\|4.04\|4.24\|4.03\|583280;2026-03-26\|4.02\|-4.74\|4.22\|4.24\|4.00\|436365;2026-03-27\|4.42\|9.95\|3.93\|4.42\|3.93\|809358;2026-03-30\|4.43\|0.23\|4.38\|4.47\|4.28\|923456;2026-03-31\|4.31\|-2.71\|4.41\|4.48\|4.29\|580210;2026-04-01\|4.43\|2.78\|4.42\|4.49\|4.38\|429787;2026-04-02\|4.27\|-3.61\|4.43\|4.43\|4.23\|368261;2026-04-03\|4.10\|-3.98\|4.27\|4.31\|4.09\|307254;2026-04-07\|4.12\|0.49\|4.11\|4.18\|4.08\|215474;2026-04-08\|4.53\|9.95\|4.28\|4.53\|4.27\|357021;2026-04-09\|4.50\|-0.66\|4.65\|4.69\|4.48\|1120353;2026-04-10\|4.48\|-0.44\|4.56\|4.64\|4.46\|685271;2026-04-13\|4.51\|0.67\|4.50\|4.55\|4.43\|451020;2026-04-14\|4.67\|3.55\|4.56\|4.92\|4.56\|1159178;2026-04-15\|4.71\|0.86\|4.67\|4.75\|4.56\|889586;2026-04-16\|4.92\|4.46\|4.71\|5.08\|4.67\|1280088;2026-04-17\|4.90\|-0.41\|4.91\|4.99\|4.82\|909855;2026-04-20\|4.99\|1.84\|4.88\|5.15\|4.86\|996150;2026-04-21\|4.99\|0.00\|4.91\|5.06\|4.77\|982762;2026-04-22\|4.93\|-1.20\|4.93\|4.97\|4.82\|716754;2026-04-23\|4.96\|0.61\|4.94\|5.14\|4.88\|866674;2026-04-24\|5.05\|1.81\|4.93\|5.12\|4.84\|937577;2026-04-27\|4.94\|-2.18\|4.98\|4.99\|4.80\|609345;2026-04-28\|4.99\|1.01\|4.94\|5.08\|4.90\|602884;2026-04-29\|4.97\|-0.40\|4.88\|5.14\|4.79\|786805;2026-04-30\|4.93\|-0.80\|5.01\|5.10\|4.89\|563802;2026-05-06\|5.09\|3.25\|4.97\|5.11\|4.92\|821718;2026-05-07\|5.39\|5.89\|5.13\|5.60\|5.11\|1669002;2026-05-08\|5.20\|-3.52\|5.36\|5.40\|5.18\|988820;2026-05-11\|5.11\|-1.73\|5.28\|5.35\|5.04\|903541;2026-05-12\|4.88\|-4.50\|5.04\|5.09\|4.84\|885063;2026-05-13\|5.15\|5.53\|4.86\|5.32\|4.81\|1011372;2026-05-14\|4.96\|-3.69\|5.18\|5.21\|4.96\|557976;2026-05-15\|4.80\|-3.23\|4.98\|5.07\|4.76\|637751;2026-05-18\|4.87\|1.46\|4.83\|5.10\|4.81\|742492;2026-05-19\|4.96\|1.85\|4.88\|5.05\|4.73\|588106;2026-05-20\|5.13\|3.43\|4.96\|5.30\|4.94\|1082357;2026-05-21\|4.71\|-8.19\|5.12\|5.14\|4.69\|996766;2026-05-22\|4.95\|5.10\|4.78\|5.03\|4.62\|821124;2026-05-25\|4.93\|-0.40\|4.93\|5.02\|4.87\|480375;2026-05-26\|4.62\|-6.29\|4.93\|4.95\|4.57\|715772;2026-05-27\|4.35\|-5.84\|4.58\|4.63\|4.33\|570652;2026-05-28\|4.53\|4.14\|4.37\|4.65\|4.30\|586616;2026-05-29\|4.24\|-6.40\|4.49\|4.51\|4.21\|488084;2026-06-01\|4.18\|-1.42\|4.19\|4.28\|4.16\|347713;2026-06-02\|4.04\|-3.35\|4.21\|4.22\|3.98\|417834;2026-06-03\|3.99\|-1.24\|4.00\|4.08\|3.93\|325412;2026-06-04\|3.85\|-3.51\|3.96\|3.98\|3.82\|391178;2026-06-05\|3.88\|0.78\|3.86\|3.97\|3.79\|358414;2026-06-08\|3.72\|-4.12\|3.78\|3.88\|3.67\|331082;2026-06-09\|3.77\|1.34\|3.76\|3.79\|3.69\|218318;2026-06-10\|3.77\|0.00\|3.76\|3.88\|3.73\|322135;2026-06-11\|3.63\|-3.71\|3.73\|3.75\|3.55\|409758;2026-06-12\|3.64\|0.28\|3.67\|3.72\|3.59\|298662;2026-06-15\|3.80\|4.68\|3.70\|3.82\|3.68\|307711;2026-06-16\|3.81\|0.26\|3.81\|3.84\|3.72\|313344;2026-06-17\|3.70\|-2.89\|3.80\|3.82\|3.66\|318551;2026-06-18\|3.75\|1.35\|3.69\|3.80\|3.60\|403661;2026-06-22\|3.87\|3.20\|3.78\|3.87\|3.70\|387784;2026-06-23\|3.79\|-2.07\|3.85\|3.90\|3.76\|307776;2026-06-24\|3.75\|-1.06\|3.77\|3.79\|3.67\|255177;2026-06-25\|3.53\|-5.87\|3.72\|3.80\|3.51\|437098;2026-06-26\|3.38\|-4.25\|3.49\|3.56\|3.38\|311779;2026-06-29\|3.34\|-1.18\|3.39\|3.43\|3.26\|272362;2026-06-30\|3.41\|2.10\|3.34\|3.46\|3.27\|320320;2026-07-01\|3.63\|6.45\|3.46\|3.75\|3.45\|597311;2026-07-02\|3.54\|-2.48\|3.56\|3.67\|3.51\|358991;2026-07-03\|3.51\|-0.85\|3.55\|3.60\|3.51\|243106;2026-07-06\|3.86\|9.97\|3.86\|3.86\|3.80\|381917;2026-07-07\|3.70\|-4.15\|3.83\|3.86\|3.67\|783319;2026-07-08\|3.64\|-1.62\|3.67\|3.69\|3.56\|396913;2026-07-09\|3.64\|0.00\|3.62\|3.66\|3.51\|378128;2026-07-10\|3.69\|1.37\|3.62\|3.75\|3.57\|417664;2026-07-13\|3.54\|-4.07\|3.66\|3.72\|3.52\|321270;2026-07-14\|3.59\|1.41\|3.54\|3.59\|3.44\|271222;2026-07-15\|3.67\|2.23\|3.58\|3.68\|3.57\|294842;2026-07-16\|3.75\|2.18\|3.64\|3.82\|3.62\|373608;2026-07-17\|3.69\|-1.60\|3.73\|3.79\|3.63\|329578;2026-07-20\|3.65\|-1.08\|3.73\|3.78\|3.58\|354911;2026-07-21\|3.65\|0.00\|3.62\|3.65\|3.45\|395936;2026-07-22\|3.57\|-2.19\|3.62\|3.64\|3.56\|248409;2026-07-23\|3.67\|2.80\|3.57\|3.69\|3.54\|282284;2026-07-24\|3.49\|-4.90\|3.62\|3.64\|3.49\|288380
41399	Anthropic推出新顶级AI模型	涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	全资子公司长沙悦云树拟签订《服务器租赁协议》，金额占最近一期经审计净资产300%以上，租期5年，为重整后首个重大订单	2026-03-17\|10.40\|-6.64\|11.29\|11.80\|9.92\|1342633;2026-03-18\|11.01\|5.87\|10.57\|11.50\|9.76\|1104916;2026-03-19\|11.01\|0.00\|10.73\|11.37\|10.55\|780054;2026-03-20\|10.39\|-5.63\|11.20\|11.35\|10.17\|754490;2026-03-23\|10.38\|-0.10\|10.10\|10.88\|9.81\|749049;2026-03-24\|10.52\|1.35\|10.69\|10.77\|10.02\|653720;2026-03-25\|10.51\|-0.10\|10.55\|10.73\|10.37\|420829;2026-03-26\|10.18\|-3.14\|10.58\|10.67\|9.80\|690837;2026-03-27\|10.21\|0.29\|10.32\|11.11\|10.17\|940241;2026-03-30\|10.92\|6.95\|10.06\|11.22\|9.97\|1095322;2026-03-31\|10.00\|-8.42\|11.50\|11.53\|9.99\|1001308;2026-04-01\|10.25\|2.50\|10.20\|10.77\|9.82\|736279;2026-04-02\|9.37\|-8.59\|10.29\|10.38\|9.26\|891264;2026-04-03\|9.25\|-1.28\|9.20\|9.54\|8.73\|570554;2026-04-07\|9.74\|5.30\|9.60\|10.10\|9.05\|785952;2026-04-08\|11.69\|20.02\|10.66\|11.69\|10.30\|750311;2026-04-09\|11.90\|1.80\|12.13\|12.50\|11.42\|1620074;2026-04-10\|11.54\|-3.03\|11.78\|12.05\|11.50\|1046689;2026-04-13\|12.50\|8.32\|11.76\|12.95\|11.76\|1446685;2026-04-14\|12.49\|-0.08\|13.42\|13.49\|12.35\|1300285;2026-04-15\|12.65\|1.28\|12.56\|13.10\|12.18\|1077789;2026-04-16\|13.58\|7.35\|12.36\|14.40\|12.36\|1757117;2026-04-17\|13.69\|0.81\|13.51\|14.19\|13.40\|1157079;2026-04-20\|13.34\|-2.56\|13.37\|13.70\|12.90\|940312;2026-04-21\|12.83\|-3.82\|13.20\|13.29\|12.50\|718277;2026-04-22\|13.78\|7.40\|12.65\|14.13\|12.20\|1312258;2026-04-23\|13.18\|-4.35\|13.48\|14.05\|13.02\|901325;2026-04-24\|13.18\|0.00\|12.95\|13.47\|12.61\|729915;2026-04-27\|13.20\|0.15\|13.01\|13.58\|12.66\|768234;2026-04-28\|14.19\|7.50\|13.55\|14.20\|13.10\|1076104;2026-04-29\|17.03\|20.01\|14.00\|17.03\|14.00\|1905002;2026-04-30\|17.47\|2.58\|16.63\|17.50\|16.36\|1419421;2026-05-06\|20.90\|19.63\|18.00\|20.96\|17.77\|1414281;2026-05-07\|22.62\|8.23\|21.19\|24.88\|20.70\|1692099;2026-05-08\|23.24\|2.74\|23.01\|24.30\|22.20\|1194231;2026-05-11\|23.20\|-0.17\|22.99\|23.88\|22.53\|1201821;2026-05-12\|25.92\|11.72\|23.71\|26.49\|23.70\|1410180;2026-05-13\|25.57\|-1.35\|25.16\|26.18\|24.28\|1212055;2026-05-14\|26.35\|3.05\|25.57\|26.67\|24.72\|1193169;2026-05-15\|26.00\|-1.33\|26.20\|27.75\|25.08\|1274884;2026-05-18\|26.95\|3.65\|26.01\|27.46\|25.68\|984839;2026-05-19\|27.97\|3.78\|26.75\|28.21\|26.50\|893906;2026-05-20\|28.31\|1.22\|28.03\|28.80\|27.15\|808951;2026-05-21\|27.72\|-2.08\|29.00\|29.20\|27.18\|993357;2026-05-22\|30.90\|11.47\|28.24\|30.90\|28.03\|1177016;2026-05-25\|29.59\|-4.24\|31.20\|31.56\|25.00\|1479970;2026-05-26\|26.11\|-11.76\|28.93\|29.38\|24.50\|1311939;2026-05-27\|25.53\|-2.22\|26.41\|27.41\|25.25\|790519;2026-05-28\|28.27\|10.73\|25.49\|28.99\|24.95\|961110;2026-05-29\|27.66\|-2.16\|29.01\|30.00\|27.40\|742258;2026-06-01\|26.50\|-4.19\|27.04\|27.93\|26.21\|589263;2026-06-02\|24.98\|-5.74\|27.19\|27.19\|23.00\|820024;2026-06-03\|26.45\|5.88\|24.38\|26.68\|24.29\|742632;2026-06-04\|25.91\|-2.04\|26.45\|27.76\|25.90\|604100;2026-06-05\|25.51\|-1.54\|25.56\|26.43\|24.61\|483870;2026-06-08\|23.64\|-7.33\|23.61\|24.73\|23.03\|571486;2026-06-09\|23.69\|0.21\|24.00\|24.35\|23.10\|394922;2026-06-10\|23.99\|1.27\|23.51\|24.81\|22.59\|641901;2026-06-11\|27.11\|13.01\|24.11\|27.58\|24.07\|986077;2026-06-12\|26.07\|-3.84\|27.29\|27.91\|25.87\|676280;2026-06-15\|27.13\|4.07\|26.80\|28.42\|25.77\|900433;2026-06-16\|26.15\|-3.61\|26.99\|27.01\|25.56\|625177;2026-06-17\|28.38\|8.53\|25.89\|28.40\|25.60\|853513;2026-06-18\|28.68\|1.06\|28.63\|30.00\|27.62\|810945;2026-06-22\|31.29\|9.10\|28.70\|32.00\|28.70\|860016;2026-06-23\|30.11\|-3.77\|31.00\|31.70\|29.22\|706806;2026-06-24\|31.96\|6.14\|29.50\|32.19\|28.30\|864026;2026-06-25\|29.70\|-7.07\|32.32\|32.45\|29.19\|836826;2026-06-26\|28.15\|-5.22\|29.07\|30.20\|28.00\|529874;2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890;2026-07-13\|25.30\|0.96\|25.10\|26.50\|24.80\|564904;2026-07-14\|30.36\|20.00\|25.90\|30.36\|25.66\|1306776;2026-07-15\|28.69\|-5.50\|32.00\|32.50\|27.50\|1286152;2026-07-16\|26.65\|-7.11\|27.27\|29.01\|26.16\|702238;2026-07-17\|22.37\|-16.06\|25.98\|26.64\|22.20\|854315;2026-07-20\|25.84\|15.51\|25.00\|26.84\|24.42\|1382494;2026-07-21\|26.99\|4.45\|25.70\|27.45\|23.23\|1168746;2026-07-22\|28.70\|6.34\|26.33\|29.19\|26.06\|1145437;2026-07-23\|28.05\|-2.26\|29.61\|31.88\|27.69\|1289115;2026-07-24\|25.78\|-8.09\|27.62\|27.86\|25.46\|913994
41398	Anthropic推出新顶级AI模型	算力租赁+蓝宝石+扭亏行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-03-17\|4.04\|-4.49\|4.24\|4.26\|4.03\|1629390;2026-03-18\|4.44\|9.90\|4.11\|4.44\|4.10\|2416748;2026-03-19\|4.88\|9.91\|4.68\|4.88\|4.56\|2846692;2026-03-20\|4.39\|-10.04\|4.88\|4.88\|4.39\|6427274;2026-03-23\|4.36\|-0.68\|4.30\|4.61\|4.30\|4627465;2026-03-24\|4.80\|10.09\|4.42\|4.80\|4.40\|3808421;2026-03-25\|5.28\|10.00\|5.28\|5.28\|5.28\|657563;2026-03-26\|5.53\|4.73\|5.81\|5.81\|5.37\|10379676;2026-03-27\|6.08\|9.95\|5.32\|6.08\|5.13\|10417572;2026-03-30\|6.24\|2.63\|5.80\|6.47\|5.47\|9221899;2026-03-31\|5.70\|-8.65\|6.02\|6.12\|5.69\|6374117;2026-04-01\|6.27\|10.00\|5.92\|6.27\|5.80\|2643236;2026-04-02\|6.17\|-1.59\|6.27\|6.65\|6.04\|7463431;2026-04-03\|5.88\|-4.70\|6.21\|6.38\|5.76\|5446296;2026-04-07\|5.91\|0.51\|5.70\|6.15\|5.60\|5103535;2026-04-08\|6.50\|9.98\|6.18\|6.50\|6.18\|1769109;2026-04-09\|6.56\|0.92\|7.15\|7.15\|6.40\|8378695;2026-04-10\|6.30\|-3.96\|6.56\|6.83\|6.30\|5795423;2026-04-13\|6.42\|1.90\|6.01\|6.50\|6.01\|4992703;2026-04-14\|6.48\|0.93\|6.61\|6.76\|6.42\|5666638;2026-04-15\|6.23\|-3.86\|6.31\|6.55\|6.01\|4907955;2026-04-16\|6.85\|9.95\|6.25\|6.85\|6.24\|5720820;2026-04-17\|7.09\|3.50\|6.85\|7.32\|6.61\|8461098;2026-04-20\|7.16\|0.99\|7.07\|7.57\|7.07\|7028012;2026-04-21\|6.74\|-5.87\|6.89\|7.07\|6.52\|5228805;2026-04-22\|6.82\|1.19\|6.65\|6.89\|6.43\|5039140;2026-04-23\|6.56\|-3.81\|6.77\|6.78\|6.40\|4213546;2026-04-24\|5.99\|-8.69\|6.44\|6.46\|5.90\|4370152;2026-04-27\|5.81\|-3.00\|5.80\|5.91\|5.58\|3027357;2026-04-28\|5.54\|-4.65\|5.93\|5.98\|5.51\|3094829;2026-04-29\|5.55\|0.18\|5.42\|5.74\|5.30\|3200383;2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304;2026-07-20\|3.05\|-1.93\|3.18\|3.38\|3.00\|1330783;2026-07-21\|3.15\|3.28\|3.05\|3.16\|2.81\|1481519;2026-07-22\|3.18\|0.95\|3.10\|3.30\|3.07\|1351490;2026-07-23\|3.40\|6.92\|3.16\|3.50\|3.12\|3023384;2026-07-24\|3.18\|-6.47\|3.31\|3.33\|3.17\|1896506
41397	Anthropic推出新顶级AI模型	涨停揭秘：公司与阿里云联合投资158亿元建设浙江云计算数据中心，受益阿里百炼云涨价及Anthropic新模型发布带来的算力基建扩容；涨停缘由：长三角智算中心落地+IDC资源稀缺性凸显+电力与土地资源优势+国资背景强化项目确定性；资金逻辑：国企改革+数字经济双主线加持，主力资金低位吸筹明显，融资余额周增幅达18%，资金博弈区域算力基建核心载体；风险提示：IDC项目投资回收期长；折旧摊销压力大；电价政策变动影响运营成本	公司与阿里云合作，共同投资158亿元建设浙江云计算数据中心	2026-03-17\|8.78\|-2.34\|8.99\|9.28\|8.75\|1734636;2026-03-18\|9.23\|5.13\|8.73\|9.43\|8.72\|1878849;2026-03-19\|9.15\|-0.87\|9.02\|9.38\|9.01\|1340313;2026-03-20\|8.44\|-7.76\|9.07\|9.15\|8.44\|1766946;2026-03-23\|7.82\|-7.35\|8.12\|8.25\|7.79\|1173680;2026-03-24\|8.16\|4.35\|7.95\|8.18\|7.72\|1015215;2026-03-25\|8.63\|5.76\|8.22\|8.72\|8.16\|1716717;2026-03-26\|8.12\|-5.91\|8.59\|8.61\|8.07\|1118998;2026-03-27\|8.25\|1.60\|7.97\|8.35\|7.89\|803430;2026-03-30\|8.38\|1.58\|8.12\|8.48\|7.89\|866881;2026-03-31\|8.56\|2.15\|8.37\|9.05\|8.33\|1554710;2026-04-01\|8.78\|2.57\|8.72\|8.98\|8.62\|1035973;2026-04-02\|8.72\|-0.68\|8.64\|9.03\|8.46\|1139162;2026-04-03\|8.59\|-1.49\|8.88\|8.93\|8.47\|867844;2026-04-07\|8.46\|-1.51\|8.53\|8.69\|8.40\|617144;2026-04-08\|9.31\|10.05\|9.31\|9.31\|9.31\|583417;2026-04-09\|9.49\|1.93\|10.24\|10.24\|9.44\|4462659;2026-04-10\|8.83\|-6.95\|9.00\|9.20\|8.70\|3192061;2026-04-13\|9.00\|1.93\|8.63\|9.16\|8.61\|1879457;2026-04-14\|9.49\|5.44\|9.12\|9.90\|9.12\|3470809;2026-04-15\|9.53\|0.42\|9.55\|9.70\|9.37\|1950244;2026-04-16\|10.17\|6.72\|9.69\|10.30\|9.55\|2677669;2026-04-17\|9.96\|-2.06\|10.09\|10.15\|9.79\|1644658;2026-04-20\|9.75\|-2.11\|9.95\|10.08\|9.65\|1949398;2026-04-21\|9.33\|-4.31\|9.59\|9.64\|9.24\|1402321;2026-04-22\|10.26\|9.97\|9.25\|10.26\|9.18\|2981036;2026-04-23\|10.43\|1.66\|10.03\|10.61\|9.97\|3137055;2026-04-24\|10.48\|0.48\|10.39\|11.22\|10.06\|3895509;2026-04-27\|9.43\|-10.02\|9.81\|9.90\|9.43\|1907712;2026-04-28\|9.15\|-2.97\|9.11\|9.31\|8.85\|2414474;2026-04-29\|9.07\|-0.87\|9.03\|9.43\|8.97\|1641243;2026-04-30\|8.74\|-3.64\|9.00\|9.11\|8.71\|1536560;2026-05-06\|9.13\|4.46\|8.87\|9.22\|8.86\|1570640;2026-05-07\|9.55\|4.60\|9.25\|9.96\|9.20\|2457692;2026-05-08\|9.56\|0.10\|9.49\|9.63\|9.35\|1410251;2026-05-11\|9.36\|-2.09\|9.80\|9.80\|9.34\|1402219;2026-05-12\|9.04\|-3.42\|9.36\|9.36\|8.97\|1242655;2026-05-13\|9.45\|4.54\|9.01\|9.57\|8.95\|1624184;2026-05-14\|9.06\|-4.13\|9.65\|9.78\|9.04\|1342306;2026-05-15\|8.90\|-1.77\|9.07\|9.30\|8.82\|1321804;2026-05-18\|8.81\|-1.01\|8.87\|9.04\|8.74\|1094435;2026-05-19\|8.88\|0.79\|8.80\|8.92\|8.64\|813143;2026-05-20\|8.52\|-4.05\|8.91\|8.91\|8.52\|1031978;2026-05-21\|8.14\|-4.46\|8.58\|8.59\|8.13\|970382;2026-05-22\|8.29\|1.84\|8.21\|8.32\|8.11\|706800;2026-05-25\|8.22\|-0.84\|8.38\|8.44\|8.12\|639383;2026-05-26\|8.07\|-1.82\|8.16\|8.16\|7.98\|624908;2026-05-27\|7.83\|-2.97\|8.08\|8.09\|7.80\|604970;2026-05-28\|8.02\|2.43\|7.80\|8.26\|7.80\|727045;2026-05-29\|7.85\|-2.12\|7.93\|7.98\|7.80\|580153;2026-06-01\|7.87\|0.25\|7.84\|7.95\|7.78\|405104;2026-06-02\|7.75\|-1.52\|7.88\|7.89\|7.59\|509792;2026-06-03\|7.71\|-0.52\|7.71\|7.85\|7.65\|414765;2026-06-04\|7.38\|-4.28\|7.65\|7.68\|7.32\|675363;2026-06-05\|7.24\|-1.90\|7.38\|7.44\|7.19\|535037;2026-06-08\|6.84\|-5.52\|7.01\|7.18\|6.78\|666949;2026-06-09\|7.05\|3.07\|6.93\|7.18\|6.81\|588847;2026-06-10\|7.01\|-0.57\|6.99\|7.21\|6.96\|488410;2026-06-11\|6.64\|-5.28\|7.01\|7.02\|6.62\|577009;2026-06-12\|6.75\|1.66\|6.72\|6.87\|6.66\|532143;2026-06-15\|6.94\|2.81\|6.84\|7.02\|6.84\|389112;2026-06-16\|7.01\|1.01\|6.94\|7.10\|6.80\|478527;2026-06-17\|7.12\|1.57\|7.38\|7.38\|7.11\|869695;2026-06-18\|6.95\|-2.39\|7.05\|7.12\|6.92\|555376;2026-06-22\|6.94\|-0.14\|6.84\|6.95\|6.71\|598797;2026-06-23\|6.67\|-3.89\|6.85\|6.93\|6.66\|517828;2026-06-24\|6.54\|-1.95\|6.66\|6.67\|6.43\|528054;2026-06-25\|6.35\|-2.91\|6.50\|6.60\|6.32\|532573;2026-06-26\|6.01\|-5.35\|6.34\|6.36\|6.00\|592584;2026-06-29\|6.08\|1.16\|6.01\|6.43\|5.96\|561005;2026-06-30\|6.13\|0.82\|6.10\|6.24\|5.98\|503520;2026-07-01\|6.19\|0.98\|6.13\|6.33\|6.10\|608108;2026-07-02\|6.04\|-2.42\|6.13\|6.23\|6.00\|542039;2026-07-03\|6.05\|0.17\|6.08\|6.13\|6.04\|384882;2026-07-06\|5.92\|-2.15\|6.05\|6.08\|5.88\|442109;2026-07-07\|5.69\|-3.89\|5.90\|5.91\|5.69\|400509;2026-07-08\|5.83\|2.46\|5.72\|5.97\|5.70\|628145;2026-07-09\|5.76\|-1.20\|5.85\|5.85\|5.60\|606581;2026-07-10\|5.96\|3.47\|5.76\|6.15\|5.66\|805900;2026-07-13\|5.70\|-4.36\|5.95\|6.03\|5.68\|528153;2026-07-14\|5.67\|-0.53\|5.64\|5.72\|5.50\|457040;2026-07-15\|5.82\|2.65\|5.82\|6.10\|5.72\|701107;2026-07-16\|5.92\|1.72\|5.81\|5.98\|5.75\|619135;2026-07-17\|5.66\|-4.39\|5.86\|6.06\|5.60\|630256;2026-07-20\|6.23\|10.07\|5.89\|6.23\|5.86\|1760205;2026-07-21\|6.74\|8.19\|6.30\|6.76\|6.25\|2337715;2026-07-22\|6.58\|-2.37\|6.41\|6.85\|6.40\|1857275;2026-07-23\|6.50\|-1.22\|6.63\|6.64\|6.38\|1016904;2026-07-24\|6.07\|-6.62\|6.34\|6.40\|6.07\|982433
41396	Anthropic推出新顶级AI模型	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 2、公司目前持续推进高速铜缆、智驾数据传输线、液冷板等小批量供货、开发迭代、测试导入； 3、公司旗下产品已应用于 EAST、BEST 等国内核聚变装置及 ITER 国际热核聚变实验堆，还联合科研机构攻关核聚变相关电缆技术； 4、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-03-17\|12.57\|-5.49\|13.45\|13.53\|12.47\|558891;2026-03-18\|12.62\|0.40\|12.48\|12.73\|12.15\|506721;2026-03-19\|12.46\|-1.27\|12.30\|12.83\|12.28\|437430;2026-03-20\|12.62\|1.28\|12.58\|13.18\|12.58\|653877;2026-03-23\|12.10\|-4.12\|12.49\|12.88\|11.94\|596603;2026-03-24\|12.77\|5.54\|12.39\|13.05\|11.95\|791780;2026-03-25\|13.24\|3.68\|13.37\|13.67\|13.06\|735406;2026-03-26\|13.64\|3.02\|13.45\|14.10\|13.25\|1164797;2026-03-27\|14.13\|3.59\|13.34\|14.45\|13.20\|1046780;2026-03-30\|14.33\|1.42\|13.80\|14.38\|13.60\|919182;2026-03-31\|13.48\|-5.93\|14.14\|14.20\|13.31\|830602;2026-04-01\|13.90\|3.12\|13.80\|14.16\|13.65\|635982;2026-04-02\|14.19\|2.09\|14.40\|14.63\|13.55\|965091;2026-04-03\|15.61\|10.01\|14.45\|15.61\|14.20\|1431020;2026-04-07\|14.39\|-7.82\|15.51\|15.64\|14.28\|1509478;2026-04-08\|15.83\|10.01\|14.65\|15.83\|14.63\|1346292;2026-04-09\|15.98\|0.95\|15.64\|16.25\|15.48\|1304652;2026-04-10\|15.60\|-2.38\|16.20\|16.36\|15.58\|1102979;2026-04-13\|15.22\|-2.44\|15.33\|15.58\|15.02\|846584;2026-04-14\|15.10\|-0.79\|15.41\|15.56\|14.93\|881498;2026-04-15\|15.38\|1.85\|15.17\|15.64\|15.05\|855336;2026-04-16\|14.37\|-6.57\|14.70\|14.70\|13.94\|1193724;2026-04-17\|14.70\|2.30\|14.30\|14.84\|14.23\|796114;2026-04-20\|15.51\|5.51\|15.02\|15.79\|14.87\|1165542;2026-04-21\|15.62\|0.71\|15.26\|15.64\|15.21\|652026;2026-04-22\|17.18\|9.99\|15.70\|17.18\|14.97\|2089376;2026-04-23\|16.52\|-3.84\|17.13\|17.23\|16.31\|1351341;2026-04-24\|16.22\|-1.82\|15.95\|17.10\|15.88\|1145634;2026-04-27\|17.24\|6.29\|16.19\|17.63\|15.84\|1239983;2026-04-28\|17.38\|0.81\|17.25\|17.89\|16.68\|1161424;2026-04-29\|17.40\|0.12\|17.37\|17.99\|16.66\|974327;2026-04-30\|16.99\|-2.36\|17.71\|17.75\|16.99\|754471;2026-05-06\|18.24\|7.36\|17.31\|18.66\|17.31\|1118822;2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558;2026-07-20\|15.35\|-10.02\|17.04\|17.25\|15.35\|1322384;2026-07-21\|16.12\|5.02\|15.40\|16.20\|13.82\|1690475;2026-07-22\|15.25\|-5.40\|15.88\|16.37\|15.00\|1261086;2026-07-23\|15.61\|2.36\|15.57\|16.32\|15.14\|1167385;2026-07-24\|14.65\|-6.15\|15.38\|15.58\|14.52\|870418
41395	Anthropic推出新顶级AI模型	算力中心+智慧安防+三季报暴增行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年半年度报告，公司及全资子公司灵算智云武汉投资有限公司与宜兴兴阳产业投资有限公司共建宜兴市人工智能算力中心项目，预算8,162.95万元，期末已投入4,895.32万元，工程进度60%，布局智算中心新赛道。 2、据2025年半年度报告，公司形成安保运营、智慧城市系统集成、智能安防产品制造三大业务格局，具备覆盖“人身安全、工业安全、信息安全”的全产业链能力，2025年上半年境内智慧城市系统集成与智能制造业务收入5.47亿元，同比增长31.49%。 3、据2025年10月31日披露的三季报，公司2025年前三季度营收23.65亿元，同比增长15.84%，归母净利润1.98亿元，同比增长1748.16%。	公司及全资子公司灵算智云武汉投资有限公司已与宜兴兴阳产业投资有限公司签署协议共建宜兴市人工智能算力中心项目	2026-03-17\|3.53\|-0.28\|3.56\|3.61\|3.52\|420051;2026-03-18\|3.55\|0.57\|3.53\|3.56\|3.51\|343386;2026-03-19\|3.52\|-0.85\|3.51\|3.60\|3.49\|579359;2026-03-20\|3.39\|-3.69\|3.50\|3.54\|3.39\|550402;2026-03-23\|3.17\|-6.49\|3.33\|3.34\|3.13\|709779;2026-03-24\|3.33\|5.05\|3.27\|3.33\|3.18\|571187;2026-03-25\|3.35\|0.60\|3.33\|3.38\|3.30\|485492;2026-03-26\|3.30\|-1.49\|3.35\|3.40\|3.29\|355928;2026-03-27\|3.34\|1.21\|3.25\|3.35\|3.23\|410094;2026-03-30\|3.39\|1.50\|3.28\|3.41\|3.24\|493938;2026-03-31\|3.35\|-1.18\|3.37\|3.43\|3.35\|352992;2026-04-01\|3.37\|0.60\|3.40\|3.42\|3.35\|328888;2026-04-02\|3.31\|-1.78\|3.36\|3.41\|3.29\|343345;2026-04-03\|3.64\|9.97\|3.31\|3.64\|3.28\|1177936;2026-04-07\|4.00\|9.89\|3.85\|4.00\|3.75\|2586298;2026-04-08\|4.40\|10.00\|4.00\|4.40\|3.90\|2624608;2026-04-09\|4.48\|1.82\|4.84\|4.84\|4.44\|6745486;2026-04-10\|4.08\|-8.93\|4.48\|4.51\|4.05\|5285355;2026-04-13\|4.49\|10.05\|3.99\|4.49\|3.96\|3061094;2026-04-14\|4.52\|0.67\|4.46\|4.66\|4.35\|5680379;2026-04-15\|4.41\|-2.43\|4.50\|4.73\|4.38\|3885764;2026-04-16\|4.68\|6.12\|4.39\|4.76\|4.32\|4691229;2026-04-17\|4.47\|-4.49\|4.48\|4.55\|4.33\|3462733;2026-04-20\|4.27\|-4.47\|4.39\|4.48\|4.22\|3062089;2026-04-21\|4.08\|-4.45\|4.27\|4.28\|4.03\|2310711;2026-04-22\|4.11\|0.74\|4.03\|4.18\|3.96\|2483701;2026-04-23\|3.89\|-5.35\|4.04\|4.09\|3.87\|2043796;2026-04-24\|3.75\|-3.60\|3.86\|3.86\|3.71\|1555544;2026-04-27\|3.78\|0.80\|3.76\|3.79\|3.65\|1256626;2026-04-28\|3.69\|-2.38\|3.73\|3.83\|3.67\|1491148;2026-04-29\|4.06\|10.03\|3.81\|4.06\|3.81\|2204699;2026-04-30\|3.92\|-3.45\|4.06\|4.06\|3.89\|2328379;2026-05-06\|4.03\|2.81\|3.96\|4.08\|3.95\|2021296;2026-05-07\|4.14\|2.73\|4.01\|4.17\|4.00\|1992949;2026-05-08\|4.18\|0.97\|4.14\|4.25\|4.08\|1985621;2026-05-11\|4.15\|-0.72\|4.18\|4.29\|4.12\|2028352;2026-05-12\|4.05\|-2.41\|4.09\|4.14\|4.02\|1655977;2026-05-13\|4.11\|1.48\|4.05\|4.13\|3.98\|1194083;2026-05-14\|3.91\|-4.87\|4.11\|4.16\|3.90\|1164035;2026-05-15\|3.88\|-0.77\|3.95\|4.02\|3.84\|966324;2026-05-18\|3.87\|-0.26\|3.87\|3.90\|3.81\|762087;2026-05-19\|3.98\|2.84\|3.89\|4.09\|3.84\|1315177;2026-05-20\|3.75\|-5.78\|3.93\|3.95\|3.72\|1268929;2026-05-21\|3.55\|-5.33\|3.75\|3.79\|3.55\|1206433;2026-05-22\|3.58\|0.85\|3.59\|3.61\|3.52\|785026;2026-05-25\|3.53\|-1.40\|3.59\|3.63\|3.50\|658526;2026-05-26\|3.45\|-2.27\|3.50\|3.51\|3.38\|714655;2026-05-27\|3.34\|-3.19\|3.41\|3.47\|3.31\|690871;2026-05-28\|3.41\|2.10\|3.35\|3.44\|3.33\|732571;2026-05-29\|3.28\|-3.81\|3.42\|3.43\|3.26\|740764;2026-06-01\|3.33\|1.52\|3.29\|3.36\|3.25\|632270;2026-06-02\|3.24\|-2.70\|3.35\|3.36\|3.19\|635328;2026-06-03\|3.24\|0.00\|3.22\|3.29\|3.21\|505400;2026-06-04\|3.18\|-1.85\|3.21\|3.28\|3.15\|592048;2026-06-05\|3.18\|0.00\|3.18\|3.23\|3.11\|639902;2026-06-08\|3.02\|-5.03\|3.12\|3.17\|2.99\|767962;2026-06-09\|3.05\|0.99\|3.05\|3.08\|3.01\|527064;2026-06-10\|3.04\|-0.33\|3.02\|3.09\|2.97\|629326;2026-06-11\|2.85\|-6.25\|3.00\|3.01\|2.83\|849040;2026-06-12\|2.87\|0.70\|2.88\|2.93\|2.83\|699251;2026-06-15\|2.93\|2.09\|2.89\|3.00\|2.88\|551246;2026-06-16\|2.95\|0.68\|2.92\|2.97\|2.85\|526767;2026-06-17\|2.90\|-1.69\|2.95\|2.96\|2.87\|419935;2026-06-18\|2.86\|-1.38\|2.89\|2.92\|2.84\|460592;2026-06-22\|2.87\|0.35\|2.86\|2.87\|2.76\|609949;2026-06-23\|2.89\|0.70\|2.85\|2.94\|2.83\|657756;2026-06-24\|2.76\|-4.50\|2.89\|2.89\|2.72\|754501;2026-06-25\|2.71\|-1.81\|2.77\|2.80\|2.69\|528114;2026-06-26\|2.61\|-3.69\|2.68\|2.72\|2.61\|582742;2026-06-29\|2.60\|-0.38\|2.60\|2.63\|2.53\|563857;2026-06-30\|2.66\|2.31\|2.63\|2.68\|2.59\|567872;2026-07-01\|2.75\|3.38\|2.65\|2.78\|2.65\|641123;2026-07-02\|2.70\|-1.82\|2.74\|2.89\|2.69\|720451;2026-07-03\|2.72\|0.74\|2.69\|2.75\|2.67\|516084;2026-07-06\|2.67\|-1.84\|2.69\|2.75\|2.65\|413505;2026-07-07\|2.57\|-3.75\|2.65\|2.67\|2.56\|413455;2026-07-08\|2.61\|1.56\|2.57\|2.63\|2.52\|504569;2026-07-09\|2.60\|-0.38\|2.62\|2.64\|2.52\|556780;2026-07-10\|2.67\|2.69\|2.56\|2.74\|2.55\|748058;2026-07-13\|2.53\|-5.24\|2.66\|2.69\|2.50\|755572;2026-07-14\|2.56\|1.19\|2.51\|2.58\|2.46\|513913;2026-07-15\|2.65\|3.52\|2.55\|2.65\|2.55\|650098;2026-07-16\|2.67\|0.75\|2.62\|2.72\|2.59\|593894;2026-07-17\|2.55\|-4.49\|2.66\|2.71\|2.52\|627091;2026-07-20\|2.59\|1.57\|2.55\|2.65\|2.53\|637542;2026-07-21\|2.68\|3.47\|2.59\|2.68\|2.54\|757791;2026-07-22\|2.82\|5.22\|2.66\|2.94\|2.64\|1533438;2026-07-23\|2.81\|-0.35\|2.76\|2.84\|2.76\|893738;2026-07-24\|2.79\|-0.71\|2.76\|2.81\|2.70\|803101
41394	美伊双方达成为期两周的临时停火协议	PCB铜箔+全产业链铜+ECSA分红+安徽国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系管理信息，控股子公司铜冠铜箔高端产品年产量超2.46万吨，同比大幅增长186%，HVLP等高端铜箔实现首次出口，该业务板块已扭亏为盈。 2、据2025年年度报告，公司是集铜采选、冶炼、加工、贸易为一体的大型全产业链铜生产企业，主要产品涵盖阴极铜、硫酸、黄金、白银、铜箔及铜板带等。公司最终控制人为安徽省人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年5月29日互动易，境外子公司ECSA已向中铁建铜冠实施现金分红，中铁建铜冠向公司派发现金分红人民币20.42亿元，2026年具体分红情况请关注后续公告。	公司是大型全产业链铜生产企业，黄金主要是在铜冶炼过程中作为伴生产品产出	2026-03-17\|6.59\|-0.90\|6.68\|6.78\|6.58\|2666086;2026-03-18\|6.50\|-1.37\|6.56\|6.62\|6.41\|2870400;2026-03-19\|6.08\|-6.46\|6.25\|6.34\|6.03\|4291927;2026-03-20\|5.96\|-1.97\|6.17\|6.19\|5.94\|3152897;2026-03-23\|5.59\|-6.21\|5.81\|5.89\|5.54\|4559001;2026-03-24\|5.81\|3.94\|5.77\|5.81\|5.59\|4103965;2026-03-25\|5.91\|1.72\|5.95\|6.03\|5.88\|3943393;2026-03-26\|5.78\|-2.20\|5.90\|5.95\|5.74\|2534665;2026-03-27\|5.86\|1.38\|5.69\|5.90\|5.67\|2276542;2026-03-30\|5.92\|1.02\|5.82\|5.92\|5.78\|2287439;2026-03-31\|5.81\|-1.86\|5.94\|6.03\|5.81\|2558582;2026-04-01\|5.98\|2.93\|6.01\|6.07\|5.89\|2575984;2026-04-02\|5.83\|-2.51\|5.97\|5.97\|5.78\|1923073;2026-04-03\|5.75\|-1.37\|5.85\|5.87\|5.73\|1204138;2026-04-07\|5.82\|1.22\|5.76\|5.85\|5.72\|1433338;2026-04-08\|6.19\|6.36\|6.03\|6.20\|6.01\|3718742;2026-04-09\|6.10\|-1.45\|6.09\|6.16\|6.05\|2391245;2026-04-10\|6.09\|-0.16\|6.16\|6.20\|6.08\|2142748;2026-04-13\|6.23\|2.30\|6.06\|6.25\|6.05\|2590448;2026-04-14\|6.34\|1.77\|6.40\|6.45\|6.26\|2833100;2026-04-15\|6.27\|-1.10\|6.48\|6.54\|6.22\|3215993;2026-04-16\|6.32\|0.80\|6.25\|6.33\|6.22\|2089313;2026-04-17\|6.43\|1.74\|6.31\|6.52\|6.31\|3003686;2026-04-20\|6.52\|1.40\|6.45\|6.64\|6.45\|3261970;2026-04-21\|6.45\|-1.07\|6.47\|6.49\|6.32\|2170028;2026-04-22\|6.53\|1.24\|6.40\|6.54\|6.37\|2209756;2026-04-23\|6.30\|-3.52\|6.60\|6.67\|6.27\|3030319;2026-04-24\|6.29\|-0.16\|6.23\|6.34\|6.15\|2137061;2026-04-27\|6.29\|0.00\|6.26\|6.36\|6.24\|1683474;2026-04-28\|6.24\|-0.79\|6.25\|6.28\|6.10\|2058528;2026-04-29\|6.33\|1.44\|5.97\|6.35\|5.94\|2921875;2026-04-30\|6.15\|-2.84\|6.29\|6.33\|6.10\|2639645;2026-05-06\|6.50\|5.69\|6.20\|6.51\|6.15\|4296946;2026-05-07\|6.55\|0.77\|6.59\|6.67\|6.45\|3469375;2026-05-08\|6.67\|1.83\|6.49\|6.72\|6.46\|3803654;2026-05-11\|6.88\|3.15\|6.67\|6.95\|6.67\|4911185;2026-05-12\|6.89\|0.15\|7.00\|7.07\|6.82\|4226099;2026-05-13\|6.98\|1.31\|7.03\|7.20\|6.93\|3935042;2026-05-14\|6.69\|-4.15\|6.91\|7.00\|6.69\|3638247;2026-05-15\|6.22\|-7.03\|6.64\|6.64\|6.20\|4346349;2026-05-18\|6.08\|-2.25\|6.05\|6.11\|5.96\|2854703;2026-05-19\|6.02\|-0.99\|6.08\|6.09\|5.91\|2405440;2026-05-20\|5.92\|-1.66\|5.95\|5.98\|5.77\|2521720;2026-05-21\|5.78\|-2.36\|6.03\|6.11\|5.77\|2709766;2026-05-22\|6.36\|10.03\|5.81\|6.36\|5.75\|4910185;2026-05-25\|6.74\|5.97\|6.50\|6.85\|6.45\|6869013;2026-05-26\|6.83\|1.34\|6.70\|6.88\|6.50\|5106067;2026-05-27\|6.46\|-5.42\|6.77\|6.83\|6.43\|3551125;2026-05-28\|6.75\|4.49\|6.44\|6.84\|6.29\|5117202;2026-05-29\|6.90\|2.22\|6.86\|7.23\|6.85\|7484839;2026-06-01\|6.82\|-1.16\|6.90\|7.05\|6.80\|4149544;2026-06-02\|7.08\|3.81\|7.01\|7.15\|6.86\|5482674;2026-06-03\|7.07\|-0.14\|6.95\|7.30\|6.91\|6519553;2026-06-04\|6.69\|-5.37\|6.85\|6.87\|6.66\|4810775;2026-06-05\|6.49\|-2.99\|6.65\|6.81\|6.45\|3388795;2026-06-08\|5.93\|-7.92\|6.04\|6.23\|5.90\|4411175;2026-06-09\|6.25\|5.40\|6.13\|6.33\|6.01\|4441406;2026-06-10\|6.35\|1.60\|6.12\|6.43\|6.06\|4427973;2026-06-11\|6.45\|1.57\|6.38\|6.63\|6.29\|4041024;2026-06-12\|7.10\|10.08\|6.60\|7.10\|6.55\|6289787;2026-06-15\|7.66\|7.89\|7.30\|7.71\|7.27\|12467210;2026-06-16\|7.57\|-1.17\|7.56\|7.68\|7.38\|8239902;2026-06-17\|7.56\|-0.13\|7.56\|7.70\|7.33\|5992500;2026-06-18\|7.65\|1.19\|7.39\|8.02\|7.38\|8560395;2026-06-22\|7.93\|3.66\|7.75\|7.94\|7.42\|8390157;2026-06-23\|7.14\|-9.96\|7.86\|7.86\|7.14\|6956245;2026-06-24\|6.94\|-2.80\|6.88\|6.99\|6.60\|8128319;2026-06-25\|6.68\|-3.75\|6.74\|6.87\|6.63\|4891447;2026-06-26\|6.22\|-6.89\|6.76\|6.79\|6.19\|5297523;2026-06-29\|6.37\|2.41\|6.24\|6.41\|6.22\|4074871;2026-06-30\|6.36\|-0.16\|6.25\|6.42\|6.15\|3370825;2026-07-01\|6.29\|-1.10\|6.32\|6.48\|6.20\|3630308;2026-07-02\|6.21\|-1.27\|6.32\|6.44\|6.15\|4520819;2026-07-03\|6.47\|4.19\|6.32\|6.59\|6.29\|4911445;2026-07-06\|6.30\|-2.63\|6.47\|6.68\|6.28\|3884741;2026-07-07\|6.08\|-3.49\|6.20\|6.24\|6.04\|2755132;2026-07-08\|6.04\|-0.66\|6.02\|6.15\|5.98\|2015072;2026-07-09\|6.02\|-0.33\|6.00\|6.08\|5.72\|3459696;2026-07-10\|6.10\|1.33\|6.08\|6.29\|6.01\|2970223;2026-07-13\|5.86\|-3.93\|5.98\|5.99\|5.85\|2146662;2026-07-14\|6.19\|5.63\|5.89\|6.24\|5.87\|3395168;2026-07-15\|6.06\|-2.10\|6.19\|6.22\|6.03\|2421443;2026-07-16\|6.05\|-0.17\|5.98\|6.14\|5.96\|1958607;2026-07-17\|5.79\|-4.30\|5.95\|5.96\|5.76\|2744549;2026-07-20\|5.75\|-0.69\|5.81\|5.87\|5.69\|2413207;2026-07-21\|5.98\|4.00\|5.79\|5.98\|5.74\|2645978;2026-07-22\|6.10\|2.01\|6.06\|6.25\|6.01\|3802676;2026-07-23\|6.30\|3.28\|6.10\|6.35\|6.06\|3934198;2026-07-24\|6.01\|-4.60\|6.06\|6.14\|6.00\|2741473
41393	美伊双方达成为期两周的临时停火协议	涨停揭秘：美伊停火提振金价叠加280亿元海外黄金资产收购推进，公司黄金储量与产量双升逻辑强化；涨停缘由：美伊两周停火推动黄金突破4850美元/盎司；央行购金+地缘风险未完全解除支撑金价中枢上移；公司拟280亿元收购海外优质金矿，资源储备再跃升；资金逻辑：外资与内资共同加仓黄金核心资产，紫金矿业作为A+H黄金龙头具备全球定价权与成长确定性，量能持续放大显示主力介入；风险提示：海外并购存在监管审批与整合风险，金价高位回调将压制估值弹性	公司拟280亿元收购海外黄金资产	2026-03-17\|34.90\|0.43\|34.73\|35.55\|34.67\|2253776;2026-03-18\|34.92\|0.06\|34.74\|35.00\|34.35\|1990248;2026-03-19\|32.32\|-7.45\|33.25\|33.90\|32.12\|5279354;2026-03-20\|31.65\|-2.07\|32.20\|32.85\|31.43\|3850343;2026-03-23\|30.58\|-3.38\|30.21\|31.34\|29.80\|4933043;2026-03-24\|32.20\|5.30\|31.25\|32.38\|30.91\|4572645;2026-03-25\|33.24\|3.23\|33.50\|33.98\|33.09\|4106152;2026-03-26\|32.09\|-3.46\|33.10\|33.24\|31.83\|3050473;2026-03-27\|32.47\|1.18\|31.50\|32.72\|31.50\|2282467;2026-03-30\|32.78\|0.95\|32.20\|32.80\|31.88\|2369010;2026-03-31\|32.72\|-0.18\|32.98\|33.50\|32.60\|2531059;2026-04-01\|34.15\|4.37\|33.86\|34.58\|33.62\|3237031;2026-04-02\|33.12\|-3.02\|33.99\|33.99\|32.70\|2589426;2026-04-03\|32.91\|-0.63\|33.25\|33.33\|32.82\|1419991;2026-04-07\|32.41\|-1.52\|32.80\|33.10\|32.33\|1506498;2026-04-08\|34.62\|6.82\|34.00\|34.76\|34.00\|4079541;2026-04-09\|33.90\|-2.08\|33.99\|34.19\|33.74\|2206590;2026-04-10\|33.75\|-0.44\|34.23\|34.58\|33.70\|2375710;2026-04-13\|33.66\|-0.27\|33.38\|33.80\|33.31\|1765321;2026-04-14\|34.80\|3.39\|34.49\|34.95\|34.35\|2988457;2026-04-15\|34.91\|0.32\|35.75\|36.00\|34.81\|2991792;2026-04-16\|35.30\|1.12\|35.00\|35.39\|35.00\|2009412;2026-04-17\|34.73\|-1.61\|35.00\|35.10\|34.50\|2155828;2026-04-20\|34.82\|0.26\|34.86\|35.29\|34.70\|2256403;2026-04-21\|35.66\|2.41\|34.98\|35.68\|34.50\|3119791;2026-04-22\|35.53\|-0.36\|35.67\|35.86\|35.24\|3723920;2026-04-23\|34.40\|-3.18\|35.56\|35.56\|34.14\|3566449;2026-04-24\|34.31\|-0.26\|34.02\|34.42\|33.53\|2577934;2026-04-27\|33.56\|-2.19\|34.00\|34.25\|33.48\|2310885;2026-04-28\|32.95\|-1.82\|33.33\|33.46\|32.88\|2070092;2026-04-29\|34.14\|3.61\|32.55\|34.20\|32.51\|3034995;2026-04-30\|33.30\|-2.46\|33.70\|34.02\|33.08\|2403899;2026-05-06\|34.21\|2.73\|33.50\|34.38\|33.21\|3990720;2026-05-07\|34.46\|0.73\|34.84\|35.17\|34.12\|3360414;2026-05-08\|34.80\|0.99\|34.02\|35.00\|33.84\|3012482;2026-05-11\|34.27\|-1.52\|34.55\|34.72\|33.85\|3037097;2026-05-12\|34.58\|0.90\|34.96\|35.33\|34.50\|4169460;2026-05-13\|34.66\|0.23\|35.10\|35.25\|34.45\|3224803;2026-05-14\|33.52\|-3.29\|34.49\|34.76\|33.50\|2769481;2026-05-15\|31.84\|-5.01\|32.99\|33.00\|31.50\|4482822;2026-05-18\|31.30\|-1.70\|30.90\|31.37\|30.71\|2887987;2026-05-19\|31.16\|-0.45\|31.30\|31.39\|30.64\|1808601;2026-05-20\|30.39\|-2.47\|30.53\|30.64\|29.92\|3144897;2026-05-21\|29.99\|-1.32\|30.91\|31.25\|29.93\|2956155;2026-05-22\|30.96\|3.23\|30.16\|31.14\|29.88\|2681039;2026-05-25\|31.35\|1.26\|31.64\|32.00\|31.09\|2840462;2026-05-26\|32.90\|4.94\|31.16\|32.98\|31.02\|4437216;2026-05-27\|31.62\|-3.89\|32.58\|32.89\|31.53\|2616966;2026-05-28\|30.71\|-2.88\|31.00\|31.20\|30.08\|3109909;2026-05-29\|30.44\|-0.88\|31.32\|31.38\|30.18\|2610250;2026-06-01\|30.19\|-0.82\|30.22\|30.70\|30.12\|1751622;2026-06-02\|31.58\|4.60\|30.36\|31.74\|30.12\|3333214;2026-06-03\|31.27\|-0.98\|31.01\|31.82\|30.95\|2529803;2026-06-04\|30.34\|-2.97\|30.90\|30.95\|30.22\|2062166;2026-06-05\|29.63\|-2.34\|30.30\|30.85\|29.53\|2716213;2026-06-08\|28.05\|-5.33\|28.28\|28.73\|27.58\|3775320;2026-06-09\|28.47\|1.50\|28.14\|28.53\|27.60\|2513161;2026-06-10\|27.70\|-2.70\|27.60\|28.00\|27.20\|3044088;2026-06-11\|27.33\|-1.34\|27.20\|27.69\|26.80\|3231431;2026-06-12\|29.09\|6.44\|28.09\|29.76\|27.81\|5098539;2026-06-15\|31.31\|7.63\|30.54\|31.35\|30.40\|5714756;2026-06-16\|30.29\|-3.26\|31.00\|31.10\|30.20\|2922715;2026-06-17\|30.43\|0.46\|30.50\|30.95\|30.12\|2229817;2026-06-18\|29.69\|-2.43\|29.96\|30.98\|29.28\|3620675;2026-06-22\|30.44\|2.53\|29.25\|30.50\|28.55\|3918476;2026-06-23\|27.75\|-8.84\|29.95\|30.00\|27.64\|4947402;2026-06-24\|27.65\|-0.36\|27.41\|27.97\|27.33\|2846096;2026-06-25\|25.92\|-6.26\|26.51\|26.76\|25.73\|5760700;2026-06-26\|25.10\|-1.72\|25.90\|25.90\|24.86\|3528208;2026-06-29\|25.79\|2.75\|25.35\|25.96\|24.98\|3232927;2026-06-30\|25.14\|-2.52\|25.05\|25.26\|24.70\|3107057;2026-07-01\|25.11\|-0.12\|24.85\|25.55\|24.42\|3389084;2026-07-02\|26.30\|4.74\|25.61\|26.96\|25.52\|5067417;2026-07-03\|27.82\|5.78\|27.50\|28.30\|27.41\|5386520;2026-07-06\|28.28\|1.65\|27.64\|29.19\|27.62\|3700913;2026-07-07\|27.62\|-2.33\|27.80\|28.11\|27.43\|2235422;2026-07-08\|27.36\|-0.94\|27.12\|28.03\|26.80\|1969818;2026-07-09\|27.62\|0.95\|26.82\|27.70\|26.55\|2514997;2026-07-10\|27.72\|0.36\|28.00\|28.45\|27.08\|2657100;2026-07-13\|27.36\|-1.30\|27.23\|27.63\|26.74\|2130238;2026-07-14\|29.06\|6.21\|26.88\|29.29\|26.75\|3803205;2026-07-15\|28.83\|-0.79\|29.06\|29.34\|28.56\|2683491;2026-07-16\|29.25\|1.46\|28.82\|29.59\|28.79\|2654390;2026-07-17\|28.36\|-3.04\|28.65\|28.82\|27.92\|2904169;2026-07-20\|29.35\|3.49\|28.36\|29.45\|28.29\|2757682;2026-07-21\|30.21\|2.93\|29.95\|30.33\|29.13\|3426670;2026-07-22\|32.20\|6.59\|30.81\|32.79\|30.81\|5261658;2026-07-23\|33.06\|2.67\|32.52\|33.68\|31.92\|4394476;2026-07-24\|31.51\|-4.69\|31.74\|32.09\|30.97\|4010393
41392	美伊双方达成为期两周的临时停火协议	金价上涨+避险+矿产金50吨行业原因： 1、据券商中国3月2日报道，周末，中东地区战火重燃，成为全球金融市场的“黑天鹅”事件。在避险情绪升温的影响，黄金等贵金属市场也或将持续上行。 2、COMEX黄金跳空高开站上5344美元，沪金主力涨近3%，期现联动推升板块情绪。公司原因： 1、据2026年2月13日互动易，公司预计2025年归母净利润46-49亿元，同比增56%-66%，主因金价上涨与产量提升。 2、据2025年3月28日年报，公司2025年黄金产量计划不低于50吨，胶东世界级基地扩产及甘肃80吨资源项目正推进。 3、据2025年8月28日半年报，控股股东山东黄金集团计划自2025年4月9日起12个月内增持公司A股股份，金额不低于5亿元。	黄金矿产龙头	2026-03-17\|44.50\|0.93\|44.09\|45.67\|43.99\|481540;2026-03-18\|43.73\|-1.73\|44.33\|44.48\|43.11\|376066;2026-03-19\|40.65\|-7.04\|41.59\|42.44\|40.57\|690591;2026-03-20\|39.69\|-2.36\|40.64\|41.14\|39.47\|630804;2026-03-23\|37.04\|-6.68\|37.83\|38.35\|36.60\|841156;2026-03-24\|38.67\|4.40\|37.51\|38.74\|36.70\|614589;2026-03-25\|39.56\|2.30\|40.11\|40.91\|39.29\|682756;2026-03-26\|38.03\|-3.87\|39.48\|39.65\|37.60\|501563;2026-03-27\|38.58\|1.45\|37.05\|38.94\|37.02\|657290;2026-03-30\|40.69\|5.47\|38.12\|40.73\|38.10\|736026;2026-03-31\|40.25\|-1.08\|40.88\|41.50\|40.14\|581214;2026-04-01\|41.13\|2.19\|41.55\|41.83\|40.58\|493146;2026-04-02\|40.03\|-2.67\|40.70\|40.86\|39.06\|449854;2026-04-03\|40.19\|0.40\|40.02\|40.50\|39.70\|273827;2026-04-07\|39.70\|-1.22\|39.87\|40.10\|39.00\|272030;2026-04-08\|42.49\|7.03\|41.68\|42.98\|41.49\|663637;2026-04-09\|41.27\|-2.87\|41.41\|41.54\|40.95\|427551;2026-04-10\|40.20\|-2.59\|41.48\|41.60\|40.12\|493765;2026-04-13\|39.50\|-1.74\|39.97\|39.97\|39.10\|384962;2026-04-14\|39.40\|-0.25\|40.00\|40.18\|38.95\|352678;2026-04-15\|38.78\|-1.57\|40.00\|40.28\|38.55\|483469;2026-04-16\|39.25\|1.21\|38.88\|39.43\|38.40\|400422;2026-04-17\|38.44\|-2.06\|38.50\|38.90\|38.30\|447608;2026-04-20\|38.12\|-0.83\|38.45\|39.14\|37.88\|519189;2026-04-21\|37.80\|-0.84\|38.13\|38.14\|37.36\|394415;2026-04-22\|37.25\|-1.46\|37.48\|37.48\|36.82\|547931;2026-04-23\|35.84\|-3.79\|36.96\|37.13\|35.70\|665016;2026-04-24\|35.84\|0.00\|35.65\|35.95\|34.88\|548074;2026-04-27\|35.64\|-0.56\|35.43\|35.93\|35.26\|336703;2026-04-28\|34.79\|-2.38\|35.34\|35.49\|34.70\|366747;2026-04-29\|35.40\|1.75\|34.47\|35.47\|34.33\|427761;2026-04-30\|34.38\|-2.88\|34.55\|35.03\|33.90\|776545;2026-05-06\|35.65\|3.69\|34.63\|35.71\|34.37\|805218;2026-05-07\|35.97\|0.90\|36.36\|36.50\|35.27\|769177;2026-05-08\|36.50\|1.47\|35.51\|36.95\|35.50\|909467;2026-05-11\|35.38\|-3.07\|36.00\|36.03\|35.10\|642452;2026-05-12\|34.83\|-1.55\|35.95\|35.98\|34.74\|523074;2026-05-13\|34.75\|-0.23\|34.83\|35.18\|34.34\|460710;2026-05-14\|33.59\|-3.34\|34.50\|34.69\|33.56\|515974;2026-05-15\|31.90\|-5.03\|33.00\|33.00\|31.50\|726727;2026-05-18\|31.26\|-2.01\|30.99\|31.48\|30.84\|579602;2026-05-19\|30.85\|-1.31\|31.35\|31.42\|30.47\|414837;2026-05-20\|30.45\|-1.30\|30.22\|30.70\|30.02\|466102;2026-05-21\|29.60\|-2.79\|31.00\|31.18\|29.60\|467793;2026-05-22\|30.05\|1.52\|29.74\|30.27\|29.50\|437245;2026-05-25\|30.06\|0.03\|30.35\|30.84\|29.89\|482809;2026-05-26\|31.46\|4.66\|29.96\|31.55\|29.58\|813503;2026-05-27\|29.90\|-4.96\|31.01\|31.34\|29.79\|526536;2026-05-28\|28.96\|-3.14\|29.40\|29.77\|28.51\|549151;2026-05-29\|28.87\|-0.31\|29.65\|29.90\|28.87\|493213;2026-06-01\|29.41\|1.87\|28.95\|29.88\|28.87\|576250;2026-06-02\|29.93\|1.77\|29.53\|30.07\|28.80\|459719;2026-06-03\|29.39\|-1.80\|29.20\|29.89\|29.08\|412352;2026-06-04\|28.71\|-2.31\|29.30\|29.36\|28.55\|379013;2026-06-05\|28.05\|-2.30\|28.64\|28.82\|27.95\|410621;2026-06-08\|26.46\|-5.67\|26.85\|27.25\|26.14\|629309;2026-06-09\|27.30\|3.17\|26.99\|27.40\|26.33\|490945;2026-06-10\|26.61\|-2.53\|26.46\|26.83\|26.10\|544203;2026-06-11\|26.95\|1.28\|26.40\|27.45\|26.35\|542603;2026-06-12\|27.79\|3.12\|27.60\|28.90\|27.19\|827809;2026-06-15\|28.66\|3.13\|28.82\|29.32\|28.30\|806173;2026-06-16\|28.25\|-1.43\|28.48\|28.73\|28.16\|533475;2026-06-17\|28.26\|0.04\|28.42\|28.66\|27.96\|377581;2026-06-18\|26.91\|-4.78\|27.85\|28.09\|26.79\|635842;2026-06-22\|27.29\|1.41\|26.90\|27.33\|26.16\|746775;2026-06-23\|24.86\|-8.90\|27.00\|27.09\|24.75\|1070123;2026-06-24\|24.76\|-0.40\|24.65\|24.99\|24.20\|594226;2026-06-25\|23.93\|-3.35\|24.11\|24.21\|23.60\|776253;2026-06-26\|23.00\|-3.89\|24.24\|24.26\|22.82\|598051;2026-06-29\|23.55\|2.39\|23.03\|23.77\|22.70\|638515;2026-06-30\|23.09\|-1.95\|22.82\|23.30\|22.55\|550534;2026-07-01\|23.20\|0.48\|23.00\|23.62\|22.72\|514315;2026-07-02\|24.18\|4.22\|23.80\|24.77\|23.57\|1082375;2026-07-03\|26.08\|7.86\|25.39\|26.48\|25.10\|1562312;2026-07-06\|25.80\|-1.07\|25.79\|27.33\|25.55\|1106314;2026-07-07\|24.77\|-3.99\|25.32\|25.57\|24.73\|584651;2026-07-08\|24.65\|-0.48\|24.40\|25.70\|24.32\|595496;2026-07-09\|24.28\|-0.78\|23.98\|24.57\|23.41\|693476;2026-07-10\|24.96\|2.80\|24.50\|25.96\|23.98\|789248;2026-07-13\|23.96\|-4.01\|24.35\|24.54\|23.88\|530785;2026-07-14\|25.26\|5.43\|23.31\|25.30\|23.23\|748976;2026-07-15\|24.69\|-2.26\|25.20\|25.49\|24.44\|539999;2026-07-16\|24.76\|0.28\|24.39\|25.50\|24.30\|559901;2026-07-17\|23.76\|-4.04\|24.31\|24.55\|23.26\|849955;2026-07-20\|24.42\|2.78\|23.65\|24.55\|23.54\|691912;2026-07-21\|25.87\|5.94\|24.60\|26.08\|24.40\|965245;2026-07-22\|27.40\|5.91\|26.21\|27.65\|26.21\|1328953;2026-07-23\|27.42\|0.07\|27.26\|28.09\|27.00\|1057130;2026-07-24\|25.94\|-5.40\|26.41\|26.86\|25.87\|822285
41391	美伊双方达成为期两周的临时停火协议	金价新高+业绩预增+央企黄金行业原因： 1、据上海证券报1月28日报道，特朗普表示对美元下跌不感到担心，美元指数跌穿四年新低，金价应声突破5200美元/盎司再创纪录。 2、证券时报1月21日指出，全球地缘风险升温叠加央行持续购金，美元信用弱化主线强化，有机构上调金价预期至7100美元。公司原因： 1、据2026年1月28日公告，公司预计2025年净利润48-54亿元，同比增长41.76%-59.48%，主因矿产金销售均价上涨及降本增效。 2、据2025年半年度报告，公司核心产品为标准金、铜等，控股股东中国黄金集团拟推进优质资产注入，2025年上半年已增储金金属量13.82吨。 3、据2024年年度报告，公司最终控制人为国务院国资委，具备央企背景。	公司是国内最早上市的黄金企业，中国黄金集团旗下主要上市平台	2026-03-17\|29.33\|-0.14\|29.37\|30.05\|29.21\|595549;2026-03-18\|28.96\|-1.26\|29.25\|29.40\|28.50\|566109;2026-03-19\|26.70\|-7.80\|27.39\|27.96\|26.52\|1222523;2026-03-20\|26.08\|-2.32\|26.70\|27.39\|26.08\|877918;2026-03-23\|23.91\|-8.32\|24.68\|24.98\|23.67\|1475982;2026-03-24\|24.63\|3.01\|24.39\|24.63\|23.65\|987728;2026-03-25\|25.52\|3.61\|25.60\|26.37\|25.42\|1201151;2026-03-26\|25.04\|-1.88\|25.47\|25.78\|24.88\|630615;2026-03-27\|25.54\|2.00\|24.60\|25.67\|24.60\|627234;2026-03-30\|26.75\|4.74\|25.50\|26.75\|25.49\|910748;2026-03-31\|26.71\|-0.15\|27.17\|27.47\|26.50\|834291;2026-04-01\|27.26\|2.06\|27.50\|27.95\|26.93\|756116;2026-04-02\|26.40\|-3.15\|26.99\|26.99\|26.01\|742584;2026-04-03\|26.68\|1.06\|26.75\|26.85\|26.31\|369409;2026-04-07\|26.25\|-1.61\|26.63\|26.84\|26.14\|378158;2026-04-08\|28.40\|8.19\|27.57\|28.78\|27.40\|1146506;2026-04-09\|27.78\|-2.18\|27.44\|28.05\|27.35\|560610;2026-04-10\|27.42\|-1.30\|28.15\|28.15\|27.40\|518981;2026-04-13\|26.94\|-1.75\|27.01\|27.33\|26.84\|412956;2026-04-14\|26.84\|-0.37\|27.35\|27.49\|26.45\|631764;2026-04-15\|26.74\|-0.37\|27.41\|27.66\|26.65\|661392;2026-04-16\|27.07\|1.23\|26.88\|27.16\|26.74\|481955;2026-04-17\|26.90\|-0.63\|26.61\|27.25\|26.60\|462633;2026-04-20\|27.05\|0.56\|26.93\|27.64\|26.93\|491915;2026-04-21\|27.26\|0.78\|27.06\|27.28\|26.58\|452906;2026-04-22\|27.20\|-0.22\|26.95\|27.39\|26.87\|444000;2026-04-23\|25.83\|-5.04\|27.05\|27.21\|25.60\|754366;2026-04-24\|25.53\|-1.16\|25.62\|25.80\|24.90\|634282;2026-04-27\|25.73\|0.78\|25.40\|25.97\|25.35\|443263;2026-04-28\|25.27\|-1.79\|25.58\|25.79\|25.09\|421135;2026-04-29\|26.07\|3.17\|25.35\|26.15\|25.28\|645731;2026-04-30\|25.96\|-0.42\|25.75\|26.25\|25.36\|614399;2026-05-06\|27.04\|4.16\|26.22\|27.10\|26.07\|786795;2026-05-07\|27.75\|2.63\|27.49\|27.86\|27.09\|854786;2026-05-08\|28.22\|1.69\|27.50\|28.48\|27.45\|758878;2026-05-11\|27.05\|-4.15\|27.80\|27.94\|26.81\|831810;2026-05-12\|26.83\|-0.81\|27.59\|27.84\|26.80\|643431;2026-05-13\|26.82\|-0.04\|26.86\|27.34\|26.46\|535014;2026-05-14\|26.02\|-2.98\|26.61\|26.66\|25.83\|533322;2026-05-15\|24.36\|-6.38\|25.44\|25.50\|24.12\|979323;2026-05-18\|23.79\|-2.34\|23.62\|24.00\|23.55\|664956;2026-05-19\|23.58\|-0.88\|23.75\|23.85\|23.25\|471472;2026-05-20\|23.31\|-1.15\|23.00\|23.34\|22.64\|581705;2026-05-21\|22.78\|-2.27\|23.70\|24.00\|22.78\|571398;2026-05-22\|23.29\|2.24\|22.90\|23.43\|22.62\|493707;2026-05-25\|23.78\|2.10\|23.70\|24.16\|23.47\|559404;2026-05-26\|24.66\|3.70\|23.50\|24.78\|23.21\|819885;2026-05-27\|23.48\|-4.79\|24.29\|24.68\|23.38\|609353;2026-05-28\|22.39\|-4.64\|22.90\|22.97\|21.92\|882307;2026-05-29\|22.42\|0.13\|22.99\|23.28\|22.25\|764536;2026-06-01\|22.56\|0.62\|22.39\|22.88\|22.39\|509677;2026-06-02\|23.18\|2.75\|22.49\|23.32\|22.03\|712790;2026-06-03\|23.13\|-0.22\|22.74\|23.47\|22.47\|618691;2026-06-04\|22.55\|-2.51\|22.99\|23.15\|22.35\|547353;2026-06-05\|22.20\|-1.55\|22.36\|22.84\|22.09\|517597;2026-06-08\|20.77\|-6.44\|20.80\|21.38\|20.55\|863570;2026-06-09\|21.07\|1.44\|20.99\|21.12\|20.48\|596035;2026-06-10\|20.48\|-2.80\|20.11\|20.72\|20.02\|833576;2026-06-11\|20.64\|0.78\|20.27\|20.74\|20.11\|717791;2026-06-12\|21.51\|4.22\|21.30\|22.16\|21.01\|1056960;2026-06-15\|22.58\|4.97\|22.39\|22.94\|22.21\|1055063;2026-06-16\|22.52\|-0.27\|22.50\|22.85\|22.17\|633405;2026-06-17\|22.70\|0.80\|22.79\|22.85\|22.27\|475284;2026-06-18\|21.92\|-3.44\|22.40\|22.78\|21.60\|734734;2026-06-22\|22.26\|1.55\|21.22\|22.29\|21.10\|826965;2026-06-23\|20.03\|-10.02\|22.10\|22.17\|20.03\|1208832;2026-06-24\|19.88\|-0.75\|19.79\|20.10\|19.46\|825032;2026-06-25\|18.89\|-4.98\|19.18\|19.42\|18.79\|1159770;2026-06-26\|18.30\|-3.12\|19.20\|19.23\|18.05\|840577;2026-06-29\|18.39\|0.49\|18.58\|18.68\|18.11\|810326;2026-06-30\|18.05\|-1.85\|17.85\|18.10\|17.56\|883737;2026-07-01\|17.96\|-0.50\|17.80\|18.42\|17.70\|831069;2026-07-02\|19.09\|6.29\|18.39\|19.28\|18.30\|1538372;2026-07-03\|20.34\|6.55\|19.90\|20.75\|19.71\|1767532;2026-07-06\|20.60\|1.28\|19.88\|21.49\|19.88\|1494718;2026-07-07\|19.75\|-4.13\|20.12\|20.41\|19.72\|703827;2026-07-08\|19.88\|0.66\|19.41\|20.45\|19.28\|788957;2026-07-09\|19.95\|0.35\|19.23\|20.01\|19.04\|821170;2026-07-10\|20.34\|1.95\|20.10\|21.06\|19.71\|859075;2026-07-13\|19.67\|-3.29\|19.81\|20.09\|19.52\|666164;2026-07-14\|20.47\|4.07\|19.09\|20.62\|18.95\|931885;2026-07-15\|20.12\|-1.71\|20.39\|20.65\|19.90\|728778;2026-07-16\|19.99\|-0.65\|19.99\|20.57\|19.84\|773828;2026-07-17\|19.06\|-4.65\|19.50\|19.63\|18.69\|1048644;2026-07-20\|19.53\|2.47\|19.09\|19.83\|19.00\|909321;2026-07-21\|20.78\|6.40\|19.83\|20.85\|19.75\|1102571;2026-07-22\|22.11\|6.40\|21.28\|22.58\|21.22\|1499323;2026-07-23\|22.45\|1.54\|22.30\|23.17\|21.91\|1127073;2026-07-24\|21.36\|-4.86\|21.40\|22.18\|21.30\|864164
41390	美伊双方达成为期两周的临时停火协议	黄金+业绩预增+山东国资行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月8日公告，公司预计2026年第一季度归母净利润为13.7亿元至15亿元，同比增长94.68%至113.15%，主要受益于黄金和白银价格同比上涨及公司运营效率提升。 2、公司主要业务为贵金属和有色金属矿采选及金属贸易，旗下拥有黑河洛克、吉林板庙子、青海大柴旦等4座在产金矿矿山及1座铅锌银多金属矿山。 3、据2026年一季报及2025年年报，公司控股股东为山东黄金矿业股份有限公司，持股28.89%，实际控制人为山东省人民政府国有资产监督管理委员会，具备国资背景。	公司矿产金产量在中国黄金上市企业中排名第五，拥有的玉龙矿业是目前国内矿产银（含量银）最大的单体矿山之一	2026-03-17\|30.58\|0.00\|30.57\|31.08\|30.10\|369605;2026-03-18\|31.50\|3.01\|30.44\|31.75\|30.26\|376708;2026-03-19\|29.20\|-7.30\|30.28\|30.56\|28.95\|726429;2026-03-20\|28.88\|-1.10\|29.00\|29.49\|28.40\|462068;2026-03-23\|26.06\|-9.76\|27.04\|27.27\|26.01\|735929;2026-03-24\|26.61\|2.11\|26.58\|26.73\|25.65\|473275;2026-03-25\|27.43\|3.08\|27.88\|28.60\|27.23\|395314;2026-03-26\|26.85\|-2.11\|27.30\|27.66\|26.57\|238552;2026-03-27\|28.25\|5.21\|26.40\|28.60\|26.39\|401684;2026-03-30\|29.87\|5.73\|28.23\|29.99\|28.08\|463835;2026-03-31\|29.68\|-0.64\|30.18\|30.34\|29.40\|295412;2026-04-01\|30.62\|3.17\|30.27\|31.18\|30.20\|374078;2026-04-02\|29.78\|-2.74\|30.48\|30.48\|29.48\|306871;2026-04-03\|30.00\|0.74\|29.80\|30.25\|29.43\|216569;2026-04-07\|29.35\|-2.17\|29.78\|30.20\|29.22\|196438;2026-04-08\|31.88\|8.62\|31.66\|32.29\|31.18\|712446;2026-04-09\|31.27\|-1.91\|30.75\|31.50\|30.36\|366514;2026-04-10\|30.59\|-2.17\|31.65\|31.81\|30.50\|326130;2026-04-13\|30.70\|0.36\|30.57\|31.25\|30.29\|228277;2026-04-14\|30.40\|-0.98\|31.05\|31.57\|30.00\|238407;2026-04-15\|29.85\|-1.81\|30.98\|31.21\|29.69\|249787;2026-04-16\|30.14\|0.97\|29.97\|30.46\|29.66\|252059;2026-04-17\|29.73\|-1.36\|29.77\|29.95\|29.55\|193795;2026-04-20\|30.37\|2.15\|29.68\|31.01\|29.59\|267659;2026-04-21\|30.34\|-0.10\|30.37\|30.52\|29.71\|210788;2026-04-22\|29.80\|-1.78\|30.15\|30.31\|29.45\|395355;2026-04-23\|28.21\|-5.34\|29.57\|29.77\|27.82\|459660;2026-04-24\|27.60\|-0.47\|27.60\|27.77\|26.92\|272664;2026-04-27\|27.45\|-0.54\|27.38\|27.95\|27.15\|277539;2026-04-28\|26.84\|-2.22\|27.23\|27.47\|26.69\|270672;2026-04-29\|27.21\|1.38\|26.48\|27.30\|26.48\|285880;2026-04-30\|26.05\|-4.26\|26.95\|27.09\|25.61\|550833;2026-05-06\|27.58\|5.87\|26.25\|27.70\|26.25\|543702;2026-05-07\|28.16\|2.10\|27.95\|28.60\|27.45\|520354;2026-05-08\|29.23\|3.80\|28.16\|29.41\|28.01\|537887;2026-05-11\|28.09\|-3.90\|28.83\|28.90\|27.82\|439976;2026-05-12\|28.06\|-0.11\|28.67\|28.86\|28.03\|370275;2026-05-13\|27.84\|-0.78\|28.06\|28.39\|27.52\|324095;2026-05-14\|27.00\|-3.02\|27.66\|27.75\|26.61\|392098;2026-05-15\|25.09\|-7.07\|26.50\|26.59\|24.70\|697170;2026-05-18\|24.40\|-2.75\|24.53\|24.76\|24.04\|583851;2026-05-19\|24.03\|-1.52\|24.31\|24.45\|23.74\|296971;2026-05-20\|23.65\|-1.58\|23.65\|23.83\|23.08\|446457;2026-05-21\|23.37\|-1.18\|24.00\|24.57\|23.33\|486407;2026-05-22\|23.89\|2.23\|23.56\|24.10\|23.16\|339863;2026-05-25\|24.34\|1.88\|24.38\|24.78\|24.07\|356567;2026-05-26\|25.37\|4.23\|24.07\|25.59\|23.66\|523626;2026-05-27\|23.88\|-5.87\|25.01\|25.50\|23.66\|529654;2026-05-28\|22.80\|-4.52\|23.56\|23.60\|22.46\|540547;2026-05-29\|22.46\|-1.49\|23.72\|23.79\|22.39\|450953;2026-06-01\|22.70\|1.07\|22.36\|23.06\|22.27\|453370;2026-06-02\|23.04\|1.50\|22.69\|23.14\|21.77\|538116;2026-06-03\|22.82\|-0.95\|22.50\|23.10\|22.34\|445364;2026-06-04\|22.21\|-2.67\|22.73\|23.02\|22.03\|375805;2026-06-05\|21.84\|-1.67\|22.09\|22.41\|21.62\|399908;2026-06-08\|20.30\|-7.05\|20.54\|20.88\|19.82\|577253;2026-06-09\|20.74\|2.17\|20.56\|20.85\|19.95\|388428;2026-06-10\|20.25\|-2.36\|20.34\|20.58\|20.05\|408065;2026-06-11\|20.52\|1.33\|20.10\|20.72\|19.97\|397915;2026-06-12\|21.11\|2.88\|21.00\|21.86\|20.76\|578151;2026-06-15\|22.15\|4.93\|22.04\|22.59\|21.89\|678884;2026-06-16\|21.65\|-2.26\|22.41\|22.41\|21.48\|440531;2026-06-17\|21.88\|1.06\|21.69\|22.34\|21.60\|409404;2026-06-18\|21.07\|-3.70\|21.80\|21.94\|20.81\|444916;2026-06-22\|21.28\|1.00\|20.90\|21.33\|20.33\|630067;2026-06-23\|19.15\|-10.01\|21.00\|21.03\|19.15\|728923;2026-06-24\|19.12\|-0.16\|18.90\|19.45\|18.79\|497474;2026-06-25\|18.04\|-5.65\|18.60\|18.60\|17.80\|857542;2026-06-26\|17.31\|-4.05\|18.09\|18.40\|17.01\|623891;2026-06-29\|17.45\|0.81\|17.33\|17.63\|17.01\|480911;2026-06-30\|17.00\|-2.58\|17.01\|17.15\|16.65\|575024;2026-07-01\|16.78\|-1.29\|16.74\|17.25\|16.60\|479994;2026-07-02\|18.04\|7.51\|17.18\|18.46\|17.16\|1064266;2026-07-03\|19.84\|9.98\|19.25\|19.84\|19.25\|669216;2026-07-06\|20.21\|1.86\|19.70\|21.47\|19.38\|1398774;2026-07-07\|19.59\|-3.07\|20.11\|20.30\|19.46\|603697;2026-07-08\|19.45\|-0.71\|19.48\|20.25\|19.06\|609629;2026-07-09\|19.22\|-1.18\|19.17\|19.32\|18.25\|634654;2026-07-10\|20.03\|4.21\|19.31\|20.98\|19.01\|727270;2026-07-13\|19.52\|-2.55\|19.60\|20.30\|19.33\|583266;2026-07-14\|19.90\|1.95\|18.97\|20.07\|18.59\|679208;2026-07-15\|19.34\|-2.81\|19.80\|20.05\|18.96\|506654;2026-07-16\|19.30\|-0.21\|19.10\|19.88\|18.99\|491498;2026-07-17\|18.55\|-3.89\|19.00\|19.10\|18.15\|541886;2026-07-20\|19.00\|2.43\|18.60\|19.36\|18.36\|551288;2026-07-21\|20.47\|7.74\|19.51\|20.62\|19.26\|779608;2026-07-22\|22.52\|10.01\|21.21\|22.52\|21.10\|935408;2026-07-23\|22.81\|1.29\|22.60\|23.66\|22.31\|1301939;2026-07-24\|21.80\|-4.43\|21.23\|22.69\|21.23\|892037
41389	美伊双方达成为期两周的临时停火协议	钼代钨+钼钨金属+一季报增长行业原因：据证券日报，今年以来，钨、钼等多种小金属价格攀升。下游市场，人工智能服务器、光模块、先进封装、光伏等新型应用领域，对小金属产品的需求旺盛。公司原因： 1、据财闻2026年6月11日报道，SK海力士已完成375层NAND闪存生产验证，首次使用钼材料替代传统钨材料制作字线以降低电阻、提升读写速度；据2026年4月2日年报，公司是全球前七大钼生产商和全球最大的白钨生产商之一。 2、据2026年4月2日年报，公司是全球领先的铜、钴、钼、钨、铌生产商，主要从事有色金属的采、选、冶等矿山采掘及加工业务和金属贸易业务。 3、据2026年4月25日公告，公司2026年第一季度实现营业收入664.03亿元，同比增长44.34%；归母净利润77.60亿元，同比增长96.65%。 4、据港交所2026年6月9日披露，贝莱德对公司H股的多头持仓比例于6月3日由8.14%增至9.21%。	全球前十大铜生产商、第一大钴生产商；公司收购 Lumina Gold 拥有的厄瓜多尔凯歌豪斯金矿100%股权，该矿保有资源量13.76亿吨，内蕴黄金金属638吨，储量6.59亿吨，内蕴黄金金属359吨	2026-03-17\|19.42\|0.31\|19.45\|19.97\|19.36\|2345010;2026-03-18\|19.41\|-0.05\|19.38\|19.54\|19.03\|1869144;2026-03-19\|17.85\|-8.04\|18.70\|18.90\|17.69\|4936436;2026-03-20\|17.55\|-1.68\|17.80\|18.27\|17.50\|3046370;2026-03-23\|16.49\|-6.04\|16.99\|17.37\|16.32\|4182916;2026-03-24\|17.37\|5.34\|16.91\|17.38\|16.70\|3632464;2026-03-25\|17.89\|2.99\|18.02\|18.45\|17.75\|3621072;2026-03-26\|17.49\|-2.24\|17.90\|18.08\|17.40\|2106786;2026-03-27\|17.58\|0.51\|17.22\|17.78\|17.21\|2202517;2026-03-30\|17.43\|-0.85\|17.25\|17.45\|16.97\|2270102;2026-03-31\|17.15\|-1.61\|17.66\|17.79\|17.09\|2030145;2026-04-01\|18.24\|6.36\|17.90\|18.37\|17.83\|3854035;2026-04-02\|17.71\|-2.91\|18.12\|18.20\|17.51\|2594573;2026-04-03\|17.52\|-1.07\|17.71\|17.80\|17.44\|1330522;2026-04-07\|17.60\|0.46\|17.56\|17.69\|17.35\|1424985;2026-04-08\|19.14\|8.75\|18.49\|19.29\|18.48\|4416136;2026-04-09\|19.12\|-0.10\|18.70\|19.28\|18.65\|2509330;2026-04-10\|18.96\|-0.84\|19.39\|19.43\|18.91\|2329313;2026-04-13\|18.86\|-0.53\|18.68\|19.03\|18.65\|1680806;2026-04-14\|19.56\|3.71\|19.45\|19.78\|19.32\|2943798;2026-04-15\|19.97\|2.10\|20.00\|20.60\|19.88\|3604310;2026-04-16\|20.29\|1.60\|19.98\|20.34\|19.98\|2162132;2026-04-17\|20.23\|-0.30\|20.02\|20.32\|19.98\|1638832;2026-04-20\|20.24\|0.05\|20.18\|20.65\|20.11\|2141238;2026-04-21\|20.08\|-0.79\|20.15\|20.22\|19.75\|1583945;2026-04-22\|20.09\|0.05\|19.94\|20.25\|19.80\|1781570;2026-04-23\|19.36\|-3.63\|20.25\|20.31\|19.13\|2619362;2026-04-24\|19.37\|0.05\|19.08\|19.49\|18.87\|1819807;2026-04-27\|19.00\|-1.91\|19.30\|19.41\|18.90\|2150127;2026-04-28\|18.48\|-2.74\|18.76\|18.84\|18.33\|2015012;2026-04-29\|19.19\|3.84\|18.21\|19.35\|18.17\|2116511;2026-04-30\|18.62\|-2.97\|19.00\|19.00\|18.46\|2287585;2026-05-06\|19.48\|4.62\|18.90\|19.54\|18.60\|3123711;2026-05-07\|19.86\|1.95\|19.90\|20.35\|19.53\|3238594;2026-05-08\|20.20\|1.71\|19.60\|20.25\|19.42\|2959863;2026-05-11\|20.01\|-0.94\|20.09\|20.15\|19.74\|2534701;2026-05-12\|20.58\|2.85\|20.65\|20.96\|20.32\|3657878;2026-05-13\|20.99\|1.99\|20.99\|21.45\|20.72\|3333955;2026-05-14\|20.05\|-4.48\|20.72\|21.03\|20.03\|2314477;2026-05-15\|18.88\|-5.84\|19.82\|19.84\|18.58\|3553484;2026-05-18\|18.31\|-3.02\|18.15\|18.38\|17.81\|2309847;2026-05-19\|18.18\|-0.71\|18.36\|18.45\|17.87\|1820965;2026-05-20\|17.96\|-1.21\|17.80\|18.07\|17.57\|2219474;2026-05-21\|17.64\|-1.78\|18.38\|18.62\|17.60\|2008529;2026-05-22\|18.53\|5.05\|17.80\|18.64\|17.57\|2258116;2026-05-25\|19.34\|4.37\|18.95\|19.54\|18.90\|2633020;2026-05-26\|20.39\|5.43\|19.17\|20.46\|18.81\|3787983;2026-05-27\|19.32\|-3.88\|20.00\|20.16\|19.28\|2366340;2026-05-28\|18.80\|-2.69\|19.10\|19.10\|18.20\|2368654;2026-05-29\|18.51\|-1.54\|19.27\|19.32\|18.50\|2256553;2026-06-01\|18.42\|-0.49\|18.55\|18.93\|18.31\|1611743;2026-06-02\|19.74\|7.17\|18.71\|19.78\|18.52\|3523745;2026-06-03\|19.89\|0.76\|19.53\|20.15\|19.38\|2919929;2026-06-04\|18.74\|-5.78\|19.48\|19.48\|18.62\|2502340;2026-06-05\|18.19\|-2.93\|18.60\|19.13\|18.07\|2197914;2026-06-08\|16.89\|-7.15\|17.10\|17.45\|16.66\|2744704;2026-06-09\|17.05\|0.95\|17.00\|17.10\|16.32\|2685339;2026-06-10\|16.79\|-1.52\|16.45\|16.97\|16.18\|2297224;2026-06-11\|17.37\|3.45\|16.60\|17.60\|16.41\|2665637;2026-06-12\|19.11\|10.02\|18.36\|19.11\|18.00\|4553240;2026-06-15\|20.92\|9.47\|19.49\|21.00\|19.49\|7313187;2026-06-16\|20.03\|-4.25\|20.40\|20.72\|19.93\|5086036;2026-06-17\|20.17\|0.70\|19.83\|20.50\|19.58\|3505215;2026-06-18\|20.04\|-0.64\|19.77\|21.14\|19.71\|4535583;2026-06-22\|21.65\|8.03\|20.22\|21.74\|19.64\|6947284;2026-06-23\|19.49\|-9.98\|21.60\|21.61\|19.49\|5526689;2026-06-24\|18.98\|-2.62\|18.90\|19.29\|18.38\|3969625;2026-06-25\|18.07\|-4.79\|18.38\|18.48\|17.93\|3871195;2026-06-26\|17.24\|-4.59\|18.35\|18.42\|17.16\|3367975;2026-06-29\|18.00\|4.41\|17.25\|18.20\|17.18\|3122241;2026-06-30\|17.55\|-2.50\|17.60\|17.61\|17.11\|2434101;2026-07-01\|17.73\|1.03\|17.38\|17.98\|17.20\|2561093;2026-07-02\|18.29\|3.16\|17.92\|18.65\|17.40\|4374210;2026-07-03\|18.52\|1.26\|18.80\|19.30\|18.50\|3696062;2026-07-06\|18.31\|-1.13\|18.53\|19.21\|18.28\|2996032;2026-07-07\|17.69\|-3.39\|18.10\|18.20\|17.60\|1851166;2026-07-08\|17.53\|-0.90\|17.50\|17.96\|17.43\|1550012;2026-07-09\|17.19\|-1.94\|17.33\|17.58\|16.41\|2982736;2026-07-10\|17.50\|1.80\|17.54\|18.10\|17.26\|2603164;2026-07-13\|16.86\|-3.66\|17.24\|17.24\|16.77\|1926366;2026-07-14\|18.21\|8.01\|16.80\|18.34\|16.62\|3135926;2026-07-15\|17.91\|-1.65\|18.22\|18.46\|17.78\|2548141;2026-07-16\|18.20\|1.62\|17.78\|18.58\|17.72\|2563253;2026-07-17\|17.41\|-4.34\|17.84\|17.90\|17.19\|2136253;2026-07-20\|17.99\|3.33\|17.70\|18.19\|17.41\|2592480;2026-07-21\|18.68\|3.84\|18.40\|18.83\|17.80\|3248796;2026-07-22\|19.61\|4.98\|19.00\|20.33\|18.90\|4659129;2026-07-23\|20.03\|2.14\|19.80\|20.59\|19.30\|3604889;2026-07-24\|19.04\|-4.94\|19.25\|19.80\|18.72\|2733613
41388	美伊双方达成为期两周的临时停火协议	黄金避险+非洲金矿+业绩预增行业原因： 1、据新华社3月1日报道，美以联合军事打击伊朗并致伊最高领袖身亡，伊朗关闭霍尔木兹海峡。 2、地缘冲突升级引爆全球避险需求，现货黄金开盘跳涨2%站上5380美元。公司原因： 1、据2026年1月28日公告，公司预计2025年净利润9000万元至1.3亿元，同比增长93.32%至179.24%，主因黄金产销量及国际金价均同比提升。 2、据2025年4月17日公告，公司主营黄金矿产资源开发，在非洲加纳拥有AKROMA、AKOASE、FGM三座金矿及配套选厂，形成勘探—采矿—选冶—冶炼—销售完整产业链，2025年继续建设FGM选矿厂，建成后日处理矿石5000-8000吨，黄金产量有望提升。 3、据2025年10月27日互动易，公司研发的雷管芯片主要用于公司自有金矿的使用。	公司以黄金矿产资源开发利用为主，拥有三座金矿	2026-03-17\|63.48\|0.35\|63.22\|65.34\|62.81\|365096;2026-03-18\|61.89\|-2.50\|62.89\|63.00\|60.78\|284103;2026-03-19\|58.66\|-5.22\|60.52\|60.80\|58.24\|277055;2026-03-20\|58.85\|0.32\|59.59\|61.83\|58.70\|331776;2026-03-23\|54.40\|-7.56\|58.00\|58.25\|53.80\|282414;2026-03-24\|56.50\|3.86\|55.87\|56.98\|54.40\|291948;2026-03-25\|58.99\|4.41\|60.20\|62.65\|58.40\|560699;2026-03-26\|56.29\|-4.58\|58.96\|59.12\|56.06\|341844;2026-03-27\|58.23\|3.45\|55.30\|58.86\|55.08\|297861;2026-03-30\|59.86\|2.80\|57.36\|60.58\|57.36\|388323;2026-03-31\|59.41\|-0.75\|60.14\|63.85\|59.26\|518420;2026-04-01\|59.41\|0.00\|62.77\|62.78\|57.00\|436884;2026-04-02\|55.02\|-7.39\|57.03\|57.35\|54.00\|406302;2026-04-03\|52.75\|-4.13\|55.00\|55.35\|52.54\|274475;2026-04-07\|52.47\|-0.53\|52.75\|52.90\|51.85\|190475;2026-04-08\|61.30\|16.83\|57.01\|62.32\|56.89\|612055;2026-04-09\|58.08\|-5.25\|57.00\|58.98\|56.55\|412148;2026-04-10\|57.45\|-1.08\|58.70\|58.88\|57.30\|253888;2026-04-13\|56.70\|-1.31\|56.51\|57.11\|56.00\|184708;2026-04-14\|57.18\|0.85\|57.99\|58.12\|56.20\|222799;2026-04-15\|56.61\|-1.00\|58.95\|59.85\|56.21\|389748;2026-04-16\|57.18\|1.01\|57.74\|57.98\|55.26\|301731;2026-04-17\|56.56\|-1.08\|55.81\|56.82\|55.62\|219167;2026-04-20\|57.35\|1.40\|56.51\|57.96\|56.37\|246849;2026-04-21\|56.95\|-0.70\|57.37\|57.50\|55.76\|173447;2026-04-22\|57.80\|1.49\|56.26\|57.80\|55.92\|228221;2026-04-23\|54.47\|-5.76\|57.07\|57.60\|53.78\|316550;2026-04-24\|53.50\|-1.78\|54.02\|54.38\|52.37\|180917;2026-04-27\|53.27\|-0.43\|53.20\|53.99\|51.88\|177252;2026-04-28\|51.02\|-4.22\|52.62\|52.88\|50.82\|197709;2026-04-29\|52.84\|3.57\|50.58\|53.05\|50.18\|218457;2026-04-30\|52.88\|0.08\|52.23\|53.35\|51.90\|192274;2026-05-06\|58.32\|10.29\|53.01\|59.57\|53.01\|458573;2026-05-07\|60.46\|3.67\|59.38\|61.36\|58.80\|533394;2026-05-08\|59.61\|-1.41\|59.01\|61.20\|59.01\|339670;2026-05-11\|58.10\|-2.53\|58.68\|59.20\|57.63\|320752;2026-05-12\|56.50\|-2.75\|59.70\|60.26\|56.26\|371773;2026-05-13\|55.39\|-1.96\|56.45\|57.39\|54.61\|286499;2026-05-14\|53.00\|-4.31\|55.30\|55.65\|52.88\|223179;2026-05-15\|50.27\|-5.15\|52.06\|52.30\|49.90\|261629;2026-05-18\|50.10\|-0.34\|49.37\|50.56\|48.61\|180889;2026-05-19\|49.55\|-1.10\|50.20\|50.50\|48.40\|171980;2026-05-20\|48.80\|-1.51\|48.51\|48.91\|47.47\|180400;2026-05-21\|46.37\|-4.98\|49.74\|50.55\|46.20\|253251;2026-05-22\|47.22\|1.83\|46.51\|47.60\|45.50\|175400;2026-05-25\|49.19\|4.17\|49.00\|50.21\|48.08\|268557;2026-05-26\|50.57\|2.81\|48.00\|51.25\|46.98\|389811;2026-05-27\|46.69\|-7.67\|49.00\|49.00\|46.50\|293741;2026-05-28\|45.53\|-2.48\|45.70\|45.92\|44.43\|246463;2026-05-29\|44.21\|-2.90\|46.72\|47.09\|43.89\|205174;2026-06-01\|43.61\|-1.36\|43.89\|44.97\|43.50\|159033;2026-06-02\|44.60\|2.27\|43.41\|44.98\|41.58\|240883;2026-06-03\|43.47\|-2.53\|43.43\|44.22\|42.89\|165432;2026-06-04\|42.96\|-1.17\|43.33\|43.66\|42.29\|132250;2026-06-05\|42.24\|-1.68\|42.82\|42.99\|41.90\|129457;2026-06-08\|39.30\|-6.96\|40.01\|41.07\|38.60\|184975;2026-06-09\|40.55\|3.18\|39.91\|40.59\|39.14\|145737;2026-06-10\|39.48\|-2.64\|39.85\|39.94\|38.79\|136194;2026-06-11\|40.05\|1.44\|39.42\|41.36\|39.26\|209306;2026-06-12\|42.25\|5.49\|41.85\|44.46\|40.51\|367023;2026-06-15\|44.70\|5.80\|44.60\|46.58\|43.80\|452723;2026-06-16\|44.03\|-1.50\|44.20\|45.02\|42.88\|351739;2026-06-17\|43.86\|-0.39\|44.19\|44.79\|43.10\|221991;2026-06-18\|42.78\|-2.46\|43.50\|44.30\|42.32\|238006;2026-06-22\|44.21\|3.34\|42.00\|44.30\|41.56\|260815;2026-06-23\|39.96\|-9.61\|43.10\|43.33\|39.66\|285703;2026-06-24\|39.75\|-0.53\|40.37\|40.37\|38.78\|174009;2026-06-25\|38.28\|-3.70\|39.40\|39.50\|37.96\|190062;2026-06-26\|36.43\|-4.83\|38.15\|38.65\|36.07\|174794;2026-06-29\|36.22\|-0.58\|36.17\|37.13\|35.50\|169815;2026-06-30\|36.55\|0.91\|35.33\|36.59\|34.76\|156896;2026-07-01\|36.68\|0.36\|36.20\|37.65\|35.57\|151703;2026-07-02\|39.03\|6.41\|38.57\|40.72\|37.83\|559228;2026-07-03\|44.05\|12.86\|41.58\|45.18\|41.00\|716062;2026-07-06\|40.50\|-8.06\|41.67\|46.10\|39.90\|544408;2026-07-07\|36.52\|-9.83\|38.99\|39.18\|36.50\|426237;2026-07-08\|37.53\|2.77\|36.24\|39.63\|35.72\|406854;2026-07-09\|37.24\|-0.77\|35.38\|37.49\|35.38\|317697;2026-07-10\|38.18\|2.80\|37.38\|40.18\|36.50\|349776;2026-07-13\|35.56\|-6.86\|36.86\|37.40\|35.42\|223571;2026-07-14\|37.77\|6.21\|35.00\|37.77\|33.90\|281801;2026-07-15\|35.73\|-5.40\|37.72\|37.90\|35.50\|243469;2026-07-16\|35.53\|-0.56\|35.03\|37.18\|34.92\|219723;2026-07-17\|33.38\|-6.05\|34.85\|35.00\|32.80\|226972;2026-07-20\|33.35\|-0.09\|33.41\|34.34\|32.36\|220131;2026-07-21\|36.44\|9.27\|34.03\|36.48\|33.03\|395372;2026-07-22\|39.54\|8.51\|37.13\|41.16\|37.13\|613039;2026-07-23\|40.25\|1.80\|39.32\|42.58\|38.50\|629792;2026-07-24\|37.84\|-5.99\|37.75\|39.40\|37.30\|420829
41387	美伊双方达成为期两周的临时停火协议	黄金+钨锑涨价+拟资产重组+湖南国资行业原因：美伊达成两周停火协议并启动谈判，国际油价高台跳水，现货黄金应声突破4850美元。公司原因： 1、据2026年1月26日公告，公司拟发行股份收购湖南黄金天岳矿业100%股权及湖南中南黄金冶炼100%股权并配套募资，交易正有序推进。 2、据2026年1月26日公告，预计2025年归母净利润12.7–16.08亿元，同比增长50–90%，主因金、锑、钨产品价格上涨。 3、据2025年半年报，公司主营黄金、锑、钨采选冶及深加工，为全国十大产金企业、全球锑龙头，控股股东湖南黄金集团隶属湖南省国资委。	公司拟购买黄金天岳及中南冶炼100%股权，黄金天岳主要从事万古矿区的矿权整合、勘探，以及部分金矿的采选及销售，主要产品为金精矿；中南冶炼主营业务聚焦高砷、高硫等难处理金精矿的专业化冶炼加工	2026-03-17\|31.55\|-0.50\|31.76\|32.16\|31.53\|565325;2026-03-18\|31.49\|-0.19\|31.24\|31.59\|30.91\|484169;2026-03-19\|29.60\|-6.00\|30.77\|30.79\|29.44\|656966;2026-03-20\|29.40\|-0.68\|30.09\|30.87\|29.34\|688839;2026-03-23\|27.30\|-7.14\|28.88\|28.92\|27.10\|924845;2026-03-24\|28.29\|3.63\|27.96\|28.35\|27.17\|683023;2026-03-25\|28.93\|2.26\|29.75\|29.79\|28.75\|968482;2026-03-26\|28.13\|-2.77\|28.97\|29.00\|27.88\|525147;2026-03-27\|29.25\|3.98\|27.44\|29.50\|27.44\|624200;2026-03-30\|30.40\|3.93\|29.22\|30.50\|29.00\|880938;2026-03-31\|30.90\|1.64\|30.41\|31.48\|30.09\|1142168;2026-04-01\|31.03\|0.42\|31.63\|31.98\|30.58\|897479;2026-04-02\|29.33\|-5.48\|30.60\|30.65\|29.00\|789261;2026-04-03\|29.05\|-0.95\|29.68\|29.71\|28.80\|389322;2026-04-07\|29.15\|0.34\|29.00\|29.37\|28.77\|374208;2026-04-08\|32.07\|10.02\|30.64\|32.07\|30.45\|948414;2026-04-09\|31.03\|-3.24\|30.88\|31.46\|30.47\|832060;2026-04-10\|30.48\|-1.77\|31.20\|31.28\|30.40\|594047;2026-04-13\|29.60\|-2.89\|30.00\|30.11\|29.47\|540743;2026-04-14\|29.52\|-0.27\|30.00\|30.10\|29.14\|490149;2026-04-15\|29.18\|-1.15\|30.10\|30.40\|29.06\|622974;2026-04-16\|29.74\|1.92\|29.18\|29.98\|28.90\|524264;2026-04-17\|30.15\|1.38\|29.25\|30.38\|29.21\|666526;2026-04-20\|30.39\|0.80\|30.12\|30.71\|30.12\|534328;2026-04-21\|30.88\|1.61\|30.39\|30.98\|30.03\|542227;2026-04-22\|31.35\|1.52\|30.46\|31.50\|30.24\|573652;2026-04-23\|29.89\|-4.66\|31.19\|31.25\|29.53\|625267;2026-04-24\|29.51\|-1.27\|29.89\|29.94\|28.81\|474890;2026-04-27\|28.85\|-2.24\|29.00\|29.34\|28.44\|435380;2026-04-28\|27.98\|-3.02\|28.68\|28.70\|27.71\|429306;2026-04-29\|28.99\|3.61\|27.57\|29.13\|27.57\|447577;2026-04-30\|29.07\|0.28\|28.80\|29.24\|28.42\|436259;2026-05-06\|30.26\|4.09\|29.06\|30.46\|28.94\|636252;2026-05-07\|30.40\|0.46\|30.70\|30.77\|29.70\|649379;2026-05-08\|30.51\|0.36\|30.19\|30.88\|30.09\|630377;2026-05-11\|29.83\|-2.23\|30.20\|30.45\|29.58\|594202;2026-05-12\|29.24\|-1.98\|30.44\|30.50\|29.20\|501636;2026-05-13\|28.95\|-0.99\|29.23\|29.78\|28.80\|478432;2026-05-14\|27.75\|-4.15\|28.80\|29.10\|27.75\|522907;2026-05-15\|26.32\|-5.15\|27.20\|27.49\|26.07\|649192;2026-05-18\|26.02\|-1.14\|25.84\|26.26\|25.57\|392740;2026-05-19\|25.69\|-1.27\|26.17\|26.17\|25.30\|346533;2026-05-20\|25.51\|-0.70\|25.51\|25.60\|24.87\|413631;2026-05-21\|24.69\|-3.21\|25.81\|26.20\|24.66\|402823;2026-05-22\|25.19\|2.03\|24.76\|25.31\|24.35\|338356;2026-05-25\|25.47\|1.11\|25.65\|26.10\|25.21\|350263;2026-05-26\|26.04\|2.24\|25.25\|26.25\|24.70\|555600;2026-05-27\|24.87\|-4.49\|25.69\|25.89\|24.77\|433918;2026-05-28\|24.64\|-0.92\|24.58\|24.80\|23.88\|408503;2026-05-29\|24.28\|-1.46\|25.20\|25.48\|24.08\|328815;2026-06-01\|24.39\|0.45\|24.21\|24.76\|24.06\|295867;2026-06-02\|25.64\|5.13\|24.51\|25.86\|23.98\|519548;2026-06-03\|25.48\|-0.62\|25.05\|25.77\|24.68\|397510;2026-06-04\|24.87\|-2.39\|25.37\|25.55\|24.70\|293148;2026-06-05\|24.45\|-1.69\|24.78\|25.02\|24.28\|313648;2026-06-08\|23.03\|-5.81\|23.23\|23.87\|22.74\|435155;2026-06-09\|23.70\|2.91\|23.73\|23.75\|22.89\|336104;2026-06-10\|22.98\|-3.04\|22.81\|23.24\|22.50\|373682;2026-06-11\|23.33\|2.87\|22.60\|24.16\|22.50\|539313;2026-06-12\|24.23\|3.86\|24.00\|25.10\|23.49\|697722;2026-06-15\|25.65\|5.86\|24.98\|25.80\|24.68\|835572;2026-06-16\|26.60\|3.70\|25.40\|26.97\|25.16\|857081;2026-06-17\|26.50\|-0.38\|26.56\|26.89\|25.90\|606758;2026-06-18\|26.66\|0.60\|26.31\|26.99\|25.81\|674032;2026-06-22\|29.15\|9.34\|26.81\|29.31\|26.27\|1072356;2026-06-23\|26.24\|-9.98\|28.55\|28.57\|26.24\|1069929;2026-06-24\|26.06\|-0.69\|25.80\|26.65\|25.38\|574410;2026-06-25\|25.65\|-1.57\|25.54\|26.38\|25.13\|601932;2026-06-26\|24.24\|-5.50\|25.86\|25.98\|24.00\|581201;2026-06-29\|24.35\|0.45\|24.24\|25.08\|23.88\|533275;2026-06-30\|23.87\|-1.97\|23.38\|23.90\|23.17\|506959;2026-07-01\|23.80\|-0.29\|23.56\|24.55\|23.31\|462222;2026-07-02\|24.56\|3.19\|24.49\|25.45\|23.75\|790457;2026-07-03\|25.93\|5.58\|25.51\|26.48\|25.29\|957655;2026-07-06\|24.22\|-6.59\|25.23\|26.60\|24.21\|894817;2026-07-07\|23.06\|-4.79\|23.56\|23.86\|23.00\|497458;2026-07-08\|22.91\|-0.65\|23.00\|23.79\|22.68\|455907;2026-07-09\|24.26\|5.89\|22.89\|25.05\|22.77\|834516;2026-07-10\|23.76\|-2.06\|24.30\|24.65\|23.51\|536856;2026-07-13\|22.20\|-6.57\|23.20\|23.22\|22.12\|490603;2026-07-14\|22.72\|2.34\|21.56\|22.72\|21.22\|528915;2026-07-15\|22.21\|-2.24\|22.95\|23.09\|22.11\|407768;2026-07-16\|21.96\|-1.13\|21.90\|22.83\|21.78\|324340;2026-07-17\|20.76\|-5.46\|21.59\|21.59\|20.59\|482548;2026-07-20\|20.83\|0.34\|20.76\|21.36\|20.42\|446880;2026-07-21\|22.23\|6.72\|20.99\|22.25\|20.76\|604215;2026-07-22\|23.01\|3.51\|22.53\|23.67\|22.34\|793372;2026-07-23\|23.34\|1.43\|23.01\|23.80\|22.76\|605358;2026-07-24\|22.18\|-4.97\|22.42\|23.22\|22.14\|443578
41386	美伊双方达成为期两周的临时停火协议	黄金+金精矿+国企改革行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月3日年报及4月24日投资者关系活动记录表，公司主营金矿采选及金精矿、合质金销售，梭罗沟金矿采矿许可证范围内保有金资源量76.34吨，2025年度生产金精矿金属量约1.7吨。 2、据2026年4月27日一季报，公司一季度营收4.81亿元，同比增长130.79%；归母净利润2.66亿元，同比增长176.93%。 3、据2026年4月3日年报，公司最终控制人为四川省地质矿产勘查开发局，具备国企改革背景。	公司主要从事金矿采选及销售	2026-03-17\|53.70\|-0.07\|53.44\|54.56\|53.05\|131138;2026-03-18\|53.75\|0.09\|53.15\|53.99\|52.01\|137269;2026-03-19\|51.33\|-4.50\|52.81\|52.99\|51.06\|162685;2026-03-20\|49.73\|-3.12\|51.34\|52.26\|49.70\|120994;2026-03-23\|44.76\|-9.99\|48.20\|48.52\|44.76\|152746;2026-03-24\|45.76\|2.23\|45.66\|45.81\|43.72\|184175;2026-03-25\|47.15\|3.04\|47.82\|48.32\|46.48\|204417;2026-03-26\|45.24\|-4.05\|46.84\|47.50\|44.83\|127711;2026-03-27\|46.05\|1.79\|44.03\|46.28\|44.03\|129390;2026-03-30\|47.71\|3.60\|46.10\|47.79\|45.74\|129565;2026-03-31\|50.16\|5.14\|48.14\|52.48\|47.82\|286730;2026-04-01\|49.93\|-0.46\|51.47\|51.98\|49.19\|223547;2026-04-02\|47.82\|-4.23\|49.89\|49.89\|47.28\|148514;2026-04-03\|46.97\|-1.78\|47.72\|48.22\|46.70\|86469;2026-04-07\|46.65\|-0.68\|46.80\|47.38\|46.00\|87574;2026-04-08\|51.32\|10.01\|49.00\|51.32\|48.29\|199710;2026-04-09\|50.79\|-1.03\|50.68\|51.65\|49.50\|177496;2026-04-10\|49.46\|-2.62\|51.00\|51.07\|49.28\|129524;2026-04-13\|48.95\|-1.03\|49.21\|49.31\|48.06\|87708;2026-04-14\|48.80\|-0.31\|49.80\|49.96\|48.16\|84133;2026-04-15\|48.18\|-1.27\|49.67\|49.97\|47.88\|128854;2026-04-16\|48.42\|0.50\|48.02\|49.13\|47.45\|82267;2026-04-17\|47.82\|-1.24\|47.92\|48.28\|47.01\|67392;2026-04-20\|48.46\|1.34\|47.65\|48.90\|47.65\|83013;2026-04-21\|48.55\|0.19\|48.46\|48.82\|47.43\|64978;2026-04-22\|49.29\|1.52\|48.00\|49.50\|47.61\|90103;2026-04-23\|47.55\|-3.53\|49.29\|49.35\|46.80\|112700;2026-04-24\|47.37\|-0.38\|47.01\|47.60\|46.25\|61943;2026-04-27\|47.91\|1.14\|48.26\|49.05\|47.20\|93311;2026-04-28\|47.26\|-1.36\|47.70\|48.04\|46.64\|66584;2026-04-29\|51.03\|7.98\|47.51\|51.46\|47.45\|205055;2026-04-30\|53.73\|5.29\|50.50\|55.20\|50.50\|245416;2026-05-06\|58.20\|8.32\|53.89\|58.98\|53.89\|209164;2026-05-07\|58.35\|0.26\|58.21\|59.50\|56.40\|191833;2026-05-08\|59.19\|1.44\|57.42\|61.04\|57.00\|188592;2026-05-11\|59.86\|1.13\|58.00\|59.99\|57.12\|183667;2026-05-12\|57.82\|-2.59\|59.65\|60.71\|57.42\|166157;2026-05-13\|57.43\|-0.67\|57.68\|58.90\|56.23\|130546;2026-05-14\|56.89\|-0.94\|57.19\|58.58\|56.40\|138066;2026-05-15\|54.22\|-4.69\|55.61\|56.00\|53.62\|125781;2026-05-18\|55.81\|2.93\|52.99\|56.37\|52.26\|106622;2026-05-19\|56.69\|1.58\|55.33\|57.15\|55.05\|103825;2026-05-20\|57.36\|1.18\|55.81\|57.58\|54.55\|102905;2026-05-21\|54.98\|-4.15\|58.23\|59.08\|54.84\|108028;2026-05-22\|55.57\|1.07\|55.50\|56.39\|54.50\|83124;2026-05-25\|56.99\|2.56\|56.68\|58.25\|55.93\|95693;2026-05-26\|57.17\|0.32\|55.99\|57.80\|54.50\|132650;2026-05-27\|52.45\|-8.26\|56.64\|57.00\|52.30\|136443;2026-05-28\|50.40\|-3.91\|52.09\|52.09\|49.72\|116584;2026-05-29\|49.13\|-2.52\|51.61\|51.80\|48.87\|112063;2026-06-01\|49.12\|-0.02\|49.00\|50.49\|48.61\|73561;2026-06-02\|50.55\|2.91\|48.59\|51.28\|47.26\|100482;2026-06-03\|49.50\|-2.08\|49.40\|50.35\|49.00\|81298;2026-06-04\|48.90\|-1.21\|49.39\|49.96\|48.41\|56854;2026-06-05\|47.76\|-2.33\|48.50\|48.84\|47.59\|63573;2026-06-08\|43.67\|-8.56\|44.91\|46.68\|42.98\|124493;2026-06-09\|41.23\|-5.59\|44.49\|44.49\|40.99\|230440;2026-06-10\|40.11\|-2.72\|39.99\|40.65\|38.21\|201125;2026-06-11\|40.42\|0.77\|39.53\|41.39\|39.11\|104936;2026-06-12\|42.08\|4.11\|41.55\|43.20\|40.88\|151073;2026-06-15\|44.02\|4.61\|43.77\|44.70\|42.64\|164170;2026-06-16\|43.28\|-1.68\|43.50\|43.98\|42.57\|122336;2026-06-17\|43.44\|0.37\|43.28\|44.49\|42.88\|108649;2026-06-18\|42.20\|-2.85\|42.87\|43.48\|41.88\|100674;2026-06-22\|42.98\|1.85\|41.61\|43.02\|40.92\|106654;2026-06-23\|39.61\|-7.84\|42.36\|42.46\|39.48\|118082;2026-06-24\|39.68\|0.18\|39.78\|39.98\|38.37\|96749;2026-06-25\|38.15\|-3.86\|38.51\|39.14\|37.90\|99304;2026-06-26\|36.71\|-3.77\|38.50\|38.69\|36.43\|79057;2026-06-29\|36.96\|0.68\|36.80\|37.53\|36.36\|85647;2026-06-30\|36.66\|-0.81\|36.41\|36.85\|35.75\|75395;2026-07-01\|36.16\|-1.36\|36.47\|36.79\|35.61\|76965;2026-07-02\|37.46\|3.60\|36.78\|38.58\|36.30\|189851;2026-07-03\|41.21\|10.01\|39.00\|41.21\|38.68\|98464;2026-07-06\|39.08\|-5.17\|40.61\|42.90\|39.02\|301411;2026-07-07\|36.76\|-5.94\|38.33\|38.50\|36.70\|162548;2026-07-08\|37.25\|1.33\|36.69\|38.60\|35.88\|159646;2026-07-09\|37.65\|1.07\|36.79\|38.23\|36.20\|142104;2026-07-10\|37.88\|0.61\|37.86\|39.20\|36.46\|140569;2026-07-13\|35.51\|-6.26\|36.85\|37.25\|35.45\|122653;2026-07-14\|36.83\|3.72\|34.97\|36.97\|34.45\|123441;2026-07-15\|35.40\|-3.88\|37.15\|37.20\|35.24\|100621;2026-07-16\|34.93\|-1.33\|34.80\|36.49\|34.66\|101018;2026-07-17\|33.00\|-5.53\|34.16\|34.40\|32.62\|120704;2026-07-20\|32.48\|-1.58\|32.90\|33.85\|31.91\|112328;2026-07-21\|34.67\|6.74\|33.06\|34.67\|31.68\|164990;2026-07-22\|36.60\|5.57\|35.38\|37.75\|35.30\|228038;2026-07-23\|40.26\|10.00\|37.18\|40.26\|36.61\|199876;2026-07-24\|37.05\|-7.97\|38.52\|39.20\|36.70\|221793
41385	美伊双方达成为期两周的临时停火协议	银价大涨+湖南国资+全产业链行业原因：美伊达成两周停火协议并启动谈判，国际油价高台跳水，现货黄金应声突破4850美元。公司原因： 1、据财闻2026年4月8日报道，美伊停火消息刺激国际银价4月7日涨近7%，公司“金贵”牌银锭为上海期货交易所注册交割品牌，直接受益银价上行。 2、据2025年4月10日年报，公司已形成“采矿—10万吨铅、2000吨银冶炼—深加工”全产业链，2024年白银产量761.08吨，同比增长28.35%。 3、据2025年4月10日年报，公司控股股东为湖南省矿产资源集团，实际控制人为湖南省国资委，具备湖南国资背景。	公司主营业务以白银冶炼和深加工为主，并综合回收黄金等有价金属	2026-03-17\|13.25\|0.00\|13.47\|13.63\|13.22\|1272465;2026-03-18\|13.10\|-1.13\|13.19\|13.32\|12.89\|1115518;2026-03-19\|12.25\|-6.49\|12.61\|12.80\|12.16\|1641224;2026-03-20\|12.24\|-0.08\|12.51\|12.84\|12.24\|1687477;2026-03-23\|11.13\|-9.07\|11.95\|12.04\|11.03\|2217835;2026-03-24\|11.64\|4.58\|11.68\|11.74\|11.21\|1784455;2026-03-25\|12.13\|4.21\|12.49\|12.68\|12.01\|2373229;2026-03-26\|11.66\|-3.87\|11.84\|12.10\|11.55\|1398857;2026-03-27\|11.80\|1.20\|11.39\|11.92\|11.37\|1369031;2026-03-30\|12.00\|1.69\|11.76\|12.04\|11.58\|1277269;2026-03-31\|12.04\|0.33\|12.16\|12.56\|11.96\|2275989;2026-04-01\|12.05\|0.08\|12.34\|12.46\|11.86\|1905544;2026-04-02\|11.55\|-4.15\|11.87\|11.91\|11.41\|1598912;2026-04-03\|11.31\|-2.08\|11.68\|11.75\|11.19\|998098;2026-04-07\|11.35\|0.35\|11.31\|11.45\|11.23\|811310;2026-04-08\|12.49\|10.04\|12.00\|12.49\|11.91\|2125424;2026-04-09\|12.07\|-3.36\|12.06\|12.25\|11.82\|1961387;2026-04-10\|11.92\|-1.24\|12.26\|12.40\|11.90\|1646090;2026-04-13\|11.88\|-0.34\|11.84\|11.92\|11.70\|1008477;2026-04-14\|12.08\|1.68\|12.09\|12.17\|11.83\|1284457;2026-04-15\|11.94\|-1.16\|12.48\|12.54\|11.88\|2434447;2026-04-16\|12.05\|0.92\|12.13\|12.18\|11.74\|1668134;2026-04-17\|12.08\|0.25\|11.86\|12.19\|11.75\|1417454;2026-04-20\|12.32\|1.99\|12.09\|12.44\|12.09\|1664595;2026-04-21\|12.34\|0.16\|12.39\|12.43\|12.02\|1158056;2026-04-22\|12.67\|2.67\|12.20\|12.72\|11.93\|1970401;2026-04-23\|11.79\|-6.95\|12.69\|12.71\|11.60\|3012083;2026-04-24\|11.57\|-1.87\|11.69\|11.72\|11.31\|1307462;2026-04-27\|11.40\|-1.47\|11.46\|11.56\|11.28\|866239;2026-04-28\|11.01\|-3.42\|11.32\|11.34\|10.92\|1228133;2026-04-29\|11.42\|3.72\|10.91\|11.45\|10.82\|1373374;2026-04-30\|11.56\|1.23\|11.41\|11.68\|11.25\|1084182;2026-05-06\|12.27\|6.14\|11.75\|12.36\|11.74\|1926643;2026-05-07\|12.49\|1.79\|12.58\|12.65\|12.18\|1771774;2026-05-08\|12.68\|1.52\|12.62\|12.85\|12.44\|1730143;2026-05-11\|12.43\|-1.97\|12.59\|12.75\|12.30\|1496053;2026-05-12\|12.56\|1.05\|13.01\|13.30\|12.45\|2920739;2026-05-13\|12.22\|-2.71\|12.76\|12.79\|12.14\|1889282;2026-05-14\|11.80\|-3.44\|12.22\|12.39\|11.79\|1560762;2026-05-15\|11.00\|-6.78\|11.60\|11.66\|10.91\|2165560;2026-05-18\|10.72\|-2.55\|10.62\|10.83\|10.42\|1380506;2026-05-19\|10.52\|-1.87\|10.75\|10.82\|10.28\|1198791;2026-05-20\|10.28\|-2.28\|10.40\|10.41\|10.01\|1219333;2026-05-21\|9.88\|-3.89\|10.46\|10.61\|9.85\|1304612;2026-05-22\|10.17\|2.94\|9.95\|10.22\|9.78\|1075163;2026-05-25\|10.17\|0.00\|10.42\|10.62\|10.13\|1092856;2026-05-26\|10.28\|1.08\|10.05\|10.28\|9.91\|1319202;2026-05-27\|9.65\|-6.13\|10.11\|10.17\|9.61\|1419619;2026-05-28\|9.65\|0.00\|9.65\|9.72\|9.33\|1161205;2026-05-29\|9.39\|-2.69\|9.86\|9.93\|9.29\|1025425;2026-06-01\|9.39\|0.00\|9.33\|9.51\|9.26\|819046;2026-06-02\|9.59\|2.13\|9.36\|9.62\|9.12\|1043754;2026-06-03\|9.46\|-1.36\|9.38\|9.60\|9.31\|743393;2026-06-04\|9.28\|-1.90\|9.38\|9.43\|9.22\|663163;2026-06-05\|9.08\|-2.16\|9.24\|9.30\|9.03\|799161;2026-06-08\|8.50\|-6.39\|8.63\|8.82\|8.36\|1079760;2026-06-09\|8.72\|2.59\|8.67\|8.74\|8.45\|741884;2026-06-10\|8.52\|-2.29\|8.46\|8.63\|8.36\|845649;2026-06-11\|8.68\|1.88\|8.46\|8.79\|8.43\|921072;2026-06-12\|9.01\|3.80\|8.90\|9.42\|8.78\|1864248;2026-06-15\|9.57\|6.22\|9.37\|9.57\|9.28\|1576104;2026-06-16\|9.30\|-2.82\|9.43\|9.46\|9.23\|1169803;2026-06-17\|9.24\|-0.65\|9.30\|9.41\|9.13\|843602;2026-06-18\|9.14\|-1.08\|9.19\|9.38\|9.02\|879063;2026-06-22\|9.60\|5.03\|9.03\|9.60\|8.98\|1338248;2026-06-23\|8.66\|-9.79\|9.46\|9.49\|8.64\|1712720;2026-06-24\|8.73\|0.81\|8.66\|8.77\|8.47\|861195;2026-06-25\|8.40\|-3.78\|8.50\|8.56\|8.32\|956088;2026-06-26\|8.06\|-4.05\|8.41\|8.49\|7.95\|930630;2026-06-29\|8.05\|-0.12\|7.99\|8.17\|7.90\|853858;2026-06-30\|8.09\|0.50\|7.90\|8.10\|7.84\|734550;2026-07-01\|8.12\|0.37\|8.07\|8.25\|7.95\|794700;2026-07-02\|8.20\|0.99\|8.22\|8.44\|8.10\|1303785;2026-07-03\|8.44\|2.93\|8.50\|8.69\|8.35\|1891325;2026-07-06\|8.61\|2.01\|8.41\|9.28\|8.31\|2725117;2026-07-07\|7.78\|-9.64\|8.18\|8.20\|7.77\|2021500;2026-07-08\|7.76\|-0.26\|7.86\|8.03\|7.68\|1336109;2026-07-09\|7.81\|0.64\|7.57\|7.84\|7.38\|1266309;2026-07-10\|7.93\|1.54\|7.91\|8.14\|7.70\|1195933;2026-07-13\|7.36\|-7.19\|7.72\|7.72\|7.35\|912777;2026-07-14\|7.65\|3.94\|7.25\|7.67\|7.13\|916880;2026-07-15\|7.45\|-2.61\|7.65\|7.72\|7.38\|823765;2026-07-16\|7.31\|-1.88\|7.30\|7.51\|7.23\|694343;2026-07-17\|6.91\|-5.47\|7.27\|7.27\|6.83\|1001504;2026-07-20\|6.86\|-0.72\|6.92\|7.10\|6.71\|1067807;2026-07-21\|7.33\|6.85\|6.92\|7.34\|6.73\|1567252;2026-07-22\|7.49\|2.18\|7.41\|7.77\|7.41\|1776070;2026-07-23\|7.78\|3.87\|7.58\|7.93\|7.50\|1763897;2026-07-24\|7.21\|-7.33\|7.18\|7.45\|7.16\|1339131
41384	美伊双方达成为期两周的临时停火协议	黄金+一季报扭亏+国企行业原因：据财闻，北京时间7月1日晚间，美国6月ADP就业仅录得9.8万人，创3月以来最低，大幅低于预期的11.8万人。本次疲弱数据打破前期就业强、货币持续收紧的一致预期，动摇市场对美联储年内加息的定价逻辑，金价短期修复。公司原因： 1、据2026年4月16日公告，公司2026年一季度实现营业收入1.79亿元，同比增长82.79%；归母净利润1.87亿元，同比扭亏为盈。 2、据2026年4月10日年报，公司主营黄金勘探、采选及销售，旗下核心资产为斐济瓦图科拉金矿；2025年公司营收5.27亿元，同比增长58.13%，归母净利润1.59亿元，同比扭亏为盈，主要系黄金销量与价格同增及成本下降。 3、据2026年5月13日投资者关系活动记录表，公司控股股东为山东招金瑞宁矿业有限公司，实际控制人为招远市人民政府。	公司主要业务包括以黄金为主要品种的矿业开采	2026-03-17\|18.05\|4.94\|17.21\|18.18\|17.05\|525582;2026-03-18\|17.73\|-1.77\|17.93\|18.00\|17.26\|358818;2026-03-19\|16.59\|-6.43\|17.13\|17.30\|16.48\|386736;2026-03-20\|16.40\|-1.15\|16.61\|16.94\|16.38\|308496;2026-03-23\|15.29\|-6.77\|15.85\|15.95\|15.14\|443745;2026-03-24\|16.15\|5.62\|15.61\|16.17\|15.25\|362880;2026-03-25\|16.49\|2.11\|17.04\|17.05\|16.33\|501962;2026-03-26\|16.07\|-2.55\|16.49\|16.65\|15.91\|273752;2026-03-27\|16.43\|2.24\|15.79\|16.56\|15.75\|265792;2026-03-30\|17.18\|4.56\|16.39\|17.26\|16.32\|430716;2026-03-31\|16.96\|-1.28\|17.19\|17.85\|16.93\|401862;2026-04-01\|17.64\|4.01\|17.47\|17.80\|17.06\|410860;2026-04-02\|16.79\|-4.82\|17.49\|17.49\|16.57\|332797;2026-04-03\|16.52\|-1.61\|16.96\|16.99\|16.38\|200059;2026-04-07\|17.01\|2.97\|16.42\|17.14\|16.35\|232323;2026-04-08\|18.71\|9.99\|17.93\|18.71\|17.70\|480398;2026-04-09\|19.69\|5.24\|18.24\|19.72\|18.04\|707900;2026-04-10\|17.93\|-8.94\|19.00\|19.17\|17.75\|900030;2026-04-13\|17.39\|-3.01\|17.74\|17.75\|17.21\|431133;2026-04-14\|17.22\|-0.98\|17.58\|17.66\|16.98\|360833;2026-04-15\|17.49\|1.57\|17.66\|17.74\|17.19\|378694;2026-04-16\|17.38\|-0.63\|16.98\|17.58\|16.73\|411012;2026-04-17\|17.03\|-2.01\|17.10\|17.19\|16.93\|280626;2026-04-20\|17.40\|2.17\|16.90\|17.66\|16.83\|358635;2026-04-21\|17.54\|0.80\|17.38\|17.69\|17.01\|261039;2026-04-22\|17.48\|-0.34\|17.33\|17.61\|17.10\|250604;2026-04-23\|16.48\|-5.72\|17.43\|17.71\|16.30\|403548;2026-04-24\|16.12\|-2.18\|16.30\|16.41\|15.88\|237482;2026-04-27\|15.93\|-1.18\|16.03\|16.12\|15.77\|193121;2026-04-28\|15.40\|-3.33\|15.75\|15.83\|15.29\|212249;2026-04-29\|15.82\|2.73\|15.41\|15.93\|15.20\|210912;2026-04-30\|16.00\|1.14\|15.70\|16.29\|15.61\|269390;2026-05-06\|16.55\|3.44\|15.99\|16.72\|15.98\|439368;2026-05-07\|16.72\|1.03\|17.00\|17.09\|16.40\|336166;2026-05-08\|17.12\|2.39\|16.60\|17.28\|16.54\|429954;2026-05-11\|16.86\|-1.52\|16.90\|17.28\|16.59\|347392;2026-05-12\|16.32\|-3.20\|17.21\|17.28\|16.25\|335721;2026-05-13\|15.92\|-2.45\|16.50\|16.57\|15.76\|313381;2026-05-14\|15.25\|-4.21\|15.86\|16.00\|15.25\|295592;2026-05-15\|14.44\|-5.31\|14.99\|14.99\|14.26\|361823;2026-05-18\|14.17\|-1.87\|14.00\|14.34\|13.90\|284248;2026-05-19\|14.21\|0.28\|14.30\|14.31\|13.85\|223602;2026-05-20\|14.07\|-0.99\|13.96\|14.19\|13.54\|298050;2026-05-21\|13.95\|-0.85\|14.34\|14.70\|13.94\|329812;2026-05-22\|14.20\|1.79\|14.00\|14.49\|13.73\|309906;2026-05-25\|14.00\|-1.41\|14.50\|14.70\|14.00\|284037;2026-05-26\|15.40\|10.00\|13.96\|15.40\|13.68\|492332;2026-05-27\|14.88\|-3.38\|15.45\|15.79\|14.76\|665464;2026-05-28\|14.37\|-3.43\|14.75\|14.83\|14.12\|351262;2026-05-29\|14.19\|-1.25\|14.81\|15.13\|14.10\|419487;2026-06-01\|14.10\|-0.63\|14.01\|14.74\|14.01\|418070;2026-06-02\|14.46\|2.55\|14.03\|14.60\|13.41\|460806;2026-06-03\|14.18\|-1.94\|14.03\|14.37\|13.78\|262430;2026-06-04\|14.00\|-1.27\|14.21\|14.26\|13.75\|259399;2026-06-05\|14.20\|1.43\|13.95\|14.40\|13.87\|312388;2026-06-08\|13.31\|-6.27\|13.49\|13.80\|13.08\|334041;2026-06-09\|13.46\|1.13\|13.48\|13.60\|13.15\|262473;2026-06-10\|12.75\|-5.27\|13.00\|13.23\|12.48\|428673;2026-06-11\|12.48\|-2.12\|12.41\|13.04\|12.36\|356932;2026-06-12\|13.73\|10.02\|12.80\|13.73\|12.66\|381854;2026-06-15\|15.10\|9.98\|14.29\|15.10\|14.18\|615945;2026-06-16\|15.20\|0.66\|15.11\|15.70\|14.72\|898486;2026-06-17\|15.46\|1.71\|15.27\|15.63\|14.81\|657353;2026-06-18\|14.72\|-4.79\|14.91\|15.25\|14.60\|480237;2026-06-22\|15.04\|2.17\|14.59\|15.06\|14.08\|456260;2026-06-23\|13.54\|-9.97\|14.95\|14.95\|13.54\|413848;2026-06-24\|13.12\|-3.10\|13.20\|13.42\|12.79\|376316;2026-06-25\|12.50\|-4.73\|12.86\|12.90\|12.34\|380546;2026-06-26\|12.17\|-2.64\|12.65\|12.77\|11.81\|364106;2026-06-29\|11.91\|-2.14\|12.17\|12.41\|11.81\|386674;2026-06-30\|11.72\|-1.60\|11.68\|11.75\|11.46\|346372;2026-07-01\|11.46\|-2.22\|11.58\|11.81\|11.35\|353984;2026-07-02\|12.61\|10.03\|11.81\|12.61\|11.60\|525705;2026-07-03\|13.87\|9.99\|13.25\|13.87\|13.20\|270907;2026-07-06\|13.11\|-5.48\|13.50\|14.80\|13.02\|1208886;2026-07-07\|12.20\|-6.94\|11.80\|12.80\|11.80\|739256;2026-07-08\|13.42\|10.00\|12.21\|13.42\|11.95\|504282;2026-07-09\|13.41\|-0.07\|12.60\|13.52\|12.51\|854638;2026-07-10\|13.74\|2.46\|13.43\|14.10\|13.00\|774670;2026-07-13\|13.17\|-4.15\|13.48\|13.70\|13.12\|464273;2026-07-14\|13.63\|3.49\|13.11\|13.67\|12.88\|538178;2026-07-15\|12.54\|-8.00\|13.38\|13.49\|12.31\|719570;2026-07-16\|12.29\|-1.99\|12.42\|12.97\|12.25\|514563;2026-07-17\|11.35\|-7.65\|12.15\|12.24\|11.21\|566490;2026-07-20\|11.15\|-1.76\|11.35\|11.79\|10.94\|552794;2026-07-21\|11.84\|6.19\|11.36\|11.86\|10.82\|693566;2026-07-22\|13.02\|9.97\|12.08\|13.02\|12.08\|862593;2026-07-23\|13.15\|1.00\|13.03\|13.64\|12.87\|1080054;2026-07-24\|12.04\|-8.44\|12.60\|12.74\|11.90\|747623
41383	美伊双方达成为期两周的临时停火协议	黄金+银锡主业+增持评级行业原因：美伊达成两周停火协议并启动谈判，国际油价高台跳水，现货黄金应声突破4850美元。公司原因： 1、据2025年4月28日年报，公司主营业务为有色金属及贵金属采选与冶炼，主要产品包括金等。 2、据2025年4月28日年报，公司收购宇邦矿业后白银保有储量增至24,536.7吨，占国内总储量的34.56%，银漫矿业为国内最大的白银生产矿山之一，锡精矿产量国内排名第二位。 3、据国泰海通证券2026年4月2日研报，预测公司2025-2027年EPS分别为1.24/2.20/2.55元，给予公司2026年22倍PE，对应目标价48.4元，首次覆盖给予“增持”评级。	1、公司主营业务为有色金属及贵金属采选与冶炼，产品有银、锡、锌、铅等有色金属； 2、公司旗下西藏黄金拥有金矿资源，主营产品为金精粉	2026-03-17\|44.71\|-1.45\|45.38\|46.23\|44.66\|406067;2026-03-18\|44.12\|-1.32\|44.50\|45.02\|43.66\|547270;2026-03-19\|40.33\|-8.59\|41.90\|42.70\|40.10\|1000144;2026-03-20\|39.37\|-2.38\|41.44\|41.76\|39.20\|732633;2026-03-23\|36.09\|-8.33\|37.73\|38.48\|35.85\|1085819;2026-03-24\|38.25\|5.99\|37.50\|38.38\|36.01\|867158;2026-03-25\|40.15\|4.97\|40.50\|41.80\|39.90\|1000218;2026-03-26\|39.10\|-2.62\|40.08\|40.33\|38.89\|480560;2026-03-27\|40.08\|2.51\|38.62\|40.61\|38.42\|537322;2026-03-30\|40.26\|0.45\|39.68\|40.33\|38.87\|479508;2026-03-31\|40.22\|-0.10\|40.56\|41.86\|39.90\|692220;2026-04-01\|41.55\|3.31\|41.90\|41.90\|40.57\|668222;2026-04-02\|39.96\|-3.83\|40.81\|40.97\|39.50\|534365;2026-04-03\|39.42\|-1.35\|40.51\|40.63\|39.38\|296754;2026-04-07\|39.60\|0.46\|39.42\|39.99\|39.34\|278727;2026-04-08\|43.56\|10.00\|41.65\|43.56\|41.59\|555920;2026-04-09\|43.56\|0.00\|43.15\|44.25\|42.90\|790818;2026-04-10\|43.30\|-0.60\|43.71\|44.49\|43.23\|523510;2026-04-13\|42.72\|-1.34\|42.93\|43.00\|42.20\|398398;2026-04-14\|43.60\|2.06\|43.48\|44.29\|43.03\|480639;2026-04-15\|43.87\|0.62\|44.98\|46.28\|43.61\|832307;2026-04-16\|44.75\|2.01\|44.50\|45.19\|43.78\|524553;2026-04-17\|44.28\|-1.05\|43.63\|44.56\|43.53\|422533;2026-04-20\|45.48\|2.71\|44.48\|46.63\|44.30\|630871;2026-04-21\|44.93\|-1.21\|45.15\|45.30\|43.98\|379318;2026-04-22\|43.62\|-2.92\|41.99\|43.79\|41.39\|902160;2026-04-23\|41.10\|-5.78\|43.11\|43.80\|40.40\|840229;2026-04-24\|40.54\|-1.36\|40.76\|41.38\|39.61\|504032;2026-04-27\|42.02\|3.65\|40.56\|42.36\|40.54\|535513;2026-04-28\|41.69\|-0.79\|41.73\|42.38\|41.40\|440653;2026-04-29\|43.34\|3.96\|41.50\|43.49\|41.50\|500706;2026-04-30\|42.38\|-2.21\|44.00\|44.50\|42.02\|661516;2026-05-06\|45.18\|6.61\|43.18\|45.69\|43.03\|884217;2026-05-07\|48.14\|6.55\|46.31\|48.68\|46.31\|1175519;2026-05-08\|49.75\|3.34\|47.57\|50.92\|47.53\|1114497;2026-05-11\|49.29\|-0.92\|49.76\|50.46\|48.58\|1076730;2026-05-12\|50.95\|3.37\|52.11\|52.69\|50.54\|1222410;2026-05-13\|49.98\|-1.90\|51.65\|52.07\|49.47\|854474;2026-05-14\|48.17\|-3.62\|50.00\|50.65\|48.17\|722599;2026-05-15\|44.14\|-8.37\|45.70\|45.70\|43.41\|1188552;2026-05-18\|43.00\|-2.58\|42.98\|43.58\|41.61\|635227;2026-05-19\|41.72\|-2.98\|43.20\|43.27\|41.04\|574520;2026-05-20\|41.39\|-0.79\|41.10\|41.50\|39.92\|649300;2026-05-21\|39.86\|-3.70\|42.10\|43.00\|39.74\|706918;2026-05-22\|41.47\|4.04\|40.02\|42.06\|39.24\|579072;2026-05-25\|41.76\|0.70\|42.60\|43.18\|41.12\|553600;2026-05-26\|43.66\|4.55\|40.80\|43.94\|40.25\|894837;2026-05-27\|41.14\|-5.77\|43.43\|43.58\|40.84\|695812;2026-05-28\|39.59\|-3.77\|39.99\|40.46\|38.60\|683966;2026-05-29\|39.70\|0.28\|40.58\|41.15\|38.76\|533757;2026-06-01\|39.69\|-0.03\|38.91\|40.96\|38.44\|550381;2026-06-02\|42.97\|8.26\|40.59\|43.14\|39.66\|1023074;2026-06-03\|42.08\|-2.07\|41.97\|43.15\|41.60\|775916;2026-06-04\|39.89\|-5.20\|41.62\|41.75\|39.70\|697434;2026-06-05\|38.08\|-4.54\|39.68\|39.90\|37.83\|647722;2026-06-08\|35.06\|-7.93\|35.11\|36.44\|34.49\|761187;2026-06-09\|36.13\|3.05\|35.08\|36.34\|34.45\|560170;2026-06-10\|35.41\|-1.99\|34.62\|35.88\|34.22\|569675;2026-06-11\|36.05\|1.81\|35.31\|36.58\|35.17\|500278;2026-06-12\|36.82\|2.14\|37.50\|39.06\|36.68\|910525;2026-06-15\|40.26\|9.34\|39.00\|40.45\|38.38\|981453;2026-06-16\|40.01\|-0.62\|39.70\|40.67\|39.50\|634102;2026-06-17\|40.61\|1.50\|40.00\|41.36\|39.70\|583910;2026-06-18\|39.57\|-2.56\|40.60\|41.16\|38.80\|764831;2026-06-22\|43.01\|8.69\|39.25\|43.05\|38.50\|1123059;2026-06-23\|38.71\|-10.00\|42.60\|42.60\|38.71\|983664;2026-06-24\|37.82\|-2.30\|36.04\|37.98\|36.01\|813849;2026-06-25\|35.28\|-6.72\|36.00\|36.48\|35.12\|892935;2026-06-26\|33.01\|-6.43\|35.43\|35.52\|32.70\|791861;2026-06-29\|33.27\|0.79\|33.00\|33.83\|32.56\|552957;2026-06-30\|32.96\|-0.93\|32.50\|33.10\|31.88\|648799;2026-07-01\|33.04\|0.24\|32.90\|34.06\|32.21\|602646;2026-07-02\|34.33\|3.90\|33.56\|34.95\|33.09\|885294;2026-07-03\|35.34\|2.94\|35.84\|36.86\|35.18\|921103;2026-07-06\|35.60\|0.74\|35.42\|38.45\|35.40\|851702;2026-07-07\|34.10\|-4.21\|34.23\|35.00\|33.53\|567967;2026-07-08\|33.23\|-2.55\|33.90\|34.14\|32.85\|458870;2026-07-09\|32.35\|-2.65\|32.54\|33.05\|30.50\|724846;2026-07-10\|33.00\|2.01\|32.80\|34.29\|32.24\|556535;2026-07-13\|30.45\|-7.73\|31.99\|32.30\|30.39\|499274;2026-07-14\|31.97\|4.99\|30.00\|31.99\|29.50\|507433;2026-07-15\|30.56\|-4.41\|32.54\|32.58\|30.44\|499198;2026-07-16\|30.15\|-1.34\|29.95\|31.13\|29.83\|380780;2026-07-17\|27.90\|-7.46\|29.50\|29.65\|27.47\|625878;2026-07-20\|26.93\|-3.48\|28.30\|28.46\|26.30\|576578;2026-07-21\|29.62\|9.99\|27.79\|29.62\|26.63\|721858;2026-07-22\|31.73\|7.12\|30.60\|32.58\|30.59\|1126025;2026-07-23\|33.59\|5.86\|32.30\|34.17\|31.93\|1165491;2026-07-24\|31.37\|-6.61\|31.75\|32.45\|31.11\|700726
41382	美伊双方达成为期两周的临时停火协议	黄金+新疆国资+一季报增长行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月8日年报，公司主营黄金采选冶，拥有完整产业链，2025年全年生产黄金产品16.92吨，较上年同期增加7.33吨；公司控股股东为新疆有色金属工业集团有限责任公司，最终控制人为新疆维吾尔自治区人民政府国有资产监督管理委员会。 2、据2026年4月30日公告，公司2026年第一季度实现归母净利润5.22亿元，同比增长2102.76%。	西北地区最大的黄金采选冶企业	2026-03-17\|34.10\|2.46\|33.27\|34.65\|33.01\|195114;2026-03-18\|34.32\|0.65\|33.64\|34.64\|33.33\|157127;2026-03-19\|32.46\|-5.42\|32.90\|34.31\|32.33\|189755;2026-03-20\|31.60\|-2.65\|32.45\|32.90\|31.57\|149809;2026-03-23\|29.16\|-7.72\|30.50\|30.70\|28.88\|236472;2026-03-24\|30.00\|2.88\|29.74\|30.02\|28.67\|161149;2026-03-25\|30.45\|1.50\|31.04\|31.46\|30.26\|221946;2026-03-26\|29.56\|-2.92\|30.46\|30.76\|29.38\|125251;2026-03-27\|30.32\|2.57\|29.00\|30.54\|28.96\|122331;2026-03-30\|31.27\|3.13\|30.00\|31.34\|29.98\|152634;2026-03-31\|31.45\|0.58\|31.50\|32.46\|31.32\|181291;2026-04-01\|32.22\|2.45\|32.50\|32.56\|31.50\|175234;2026-04-02\|31.05\|-3.63\|31.70\|31.76\|30.57\|142097;2026-04-03\|30.53\|-1.67\|30.90\|31.26\|30.36\|69088;2026-04-07\|30.18\|-1.15\|30.48\|30.62\|29.91\|83221;2026-04-08\|33.20\|10.01\|33.20\|33.20\|33.20\|62194;2026-04-09\|35.43\|6.72\|33.31\|35.96\|33.31\|541621;2026-04-10\|34.90\|-1.50\|35.90\|35.90\|34.43\|302227;2026-04-13\|34.10\|-2.29\|34.49\|34.60\|33.81\|189200;2026-04-14\|34.10\|0.00\|34.88\|34.89\|33.62\|175034;2026-04-15\|33.61\|-1.44\|34.83\|34.87\|33.33\|254067;2026-04-16\|33.94\|0.98\|33.55\|34.39\|33.24\|206096;2026-04-17\|33.07\|-2.56\|32.76\|33.44\|32.76\|190314;2026-04-20\|33.91\|2.54\|33.03\|34.19\|32.81\|194386;2026-04-21\|33.83\|-0.24\|33.99\|34.43\|33.34\|146800;2026-04-22\|33.77\|-0.18\|33.39\|34.15\|33.16\|159112;2026-04-23\|32.29\|-4.38\|33.36\|33.73\|31.92\|184741;2026-04-24\|31.90\|-1.21\|32.04\|32.20\|31.32\|113406;2026-04-27\|31.96\|0.19\|31.50\|32.40\|31.35\|102576;2026-04-28\|31.22\|-2.32\|31.65\|31.90\|31.05\|90500;2026-04-29\|32.26\|3.33\|30.80\|32.47\|30.60\|149758;2026-04-30\|32.59\|1.02\|32.44\|32.75\|31.98\|204337;2026-05-06\|34.17\|4.85\|32.50\|34.35\|32.21\|299330;2026-05-07\|34.18\|0.03\|34.55\|34.67\|33.52\|240198;2026-05-08\|35.58\|4.10\|33.86\|35.93\|33.85\|352017;2026-05-11\|34.66\|-2.59\|35.07\|35.46\|34.21\|252033;2026-05-12\|33.84\|-2.37\|35.10\|35.29\|33.70\|168298;2026-05-13\|33.26\|-1.71\|33.94\|34.32\|32.95\|155918;2026-05-14\|31.96\|-3.91\|33.00\|33.44\|31.92\|171246;2026-05-15\|29.79\|-6.79\|31.16\|31.38\|29.51\|269775;2026-05-18\|29.29\|-1.68\|28.95\|29.60\|28.93\|161083;2026-05-19\|28.84\|-1.54\|29.45\|29.45\|28.47\|124854;2026-05-20\|28.38\|-1.59\|28.21\|28.41\|27.71\|124347;2026-05-21\|27.64\|-2.61\|28.81\|29.20\|27.52\|132077;2026-05-22\|28.13\|1.77\|27.67\|28.31\|27.00\|127621;2026-05-25\|28.38\|0.89\|28.68\|29.34\|28.17\|150629;2026-05-26\|30.60\|7.82\|28.16\|30.84\|27.80\|359271;2026-05-27\|28.60\|-6.54\|29.69\|29.98\|28.36\|235238;2026-05-28\|27.80\|-2.80\|28.00\|28.29\|27.35\|158895;2026-05-29\|27.44\|-1.29\|28.45\|28.90\|27.13\|146175;2026-06-01\|27.48\|0.15\|27.05\|27.90\|27.01\|115481;2026-06-02\|27.90\|1.53\|27.23\|28.05\|26.60\|152817;2026-06-03\|27.43\|-1.68\|27.15\|27.70\|26.82\|116892;2026-06-04\|26.48\|-3.46\|27.18\|27.33\|26.45\|141807;2026-06-05\|26.06\|-1.59\|26.27\|26.57\|25.91\|109705;2026-06-08\|24.60\|-5.60\|24.60\|25.26\|24.03\|148996;2026-06-09\|25.12\|2.11\|25.00\|25.25\|24.25\|109178;2026-06-10\|24.50\|-2.47\|24.50\|24.82\|24.06\|111348;2026-06-11\|24.95\|1.84\|24.01\|25.18\|24.01\|137255;2026-06-12\|26.12\|4.69\|25.50\|26.65\|25.10\|217834;2026-06-15\|27.30\|4.52\|27.34\|27.55\|26.88\|220684;2026-06-16\|26.94\|-1.32\|27.30\|27.38\|26.77\|156580;2026-06-17\|27.10\|1.19\|26.90\|27.42\|26.50\|126251;2026-06-18\|26.28\|-3.03\|26.76\|27.13\|25.98\|137076;2026-06-22\|26.90\|2.36\|26.03\|26.97\|25.22\|171673;2026-06-23\|24.22\|-9.96\|26.48\|26.57\|24.21\|214775;2026-06-24\|24.23\|0.04\|24.22\|24.48\|23.80\|124037;2026-06-25\|23.37\|-3.55\|23.30\|23.79\|23.05\|140264;2026-06-26\|22.47\|-3.85\|23.59\|23.70\|22.18\|133991;2026-06-29\|22.55\|0.36\|22.36\|23.08\|22.17\|126242;2026-06-30\|22.00\|-2.44\|22.16\|22.39\|21.51\|194728;2026-07-01\|22.32\|1.45\|21.45\|22.70\|21.45\|141190;2026-07-02\|23.55\|5.51\|22.82\|23.92\|22.40\|312116;2026-07-03\|25.91\|10.02\|24.55\|25.91\|24.25\|193242;2026-07-06\|25.34\|-2.20\|25.04\|27.85\|25.04\|469765;2026-07-07\|24.58\|-3.00\|24.50\|25.73\|24.40\|249909;2026-07-08\|25.12\|2.20\|24.29\|26.25\|24.05\|312677;2026-07-09\|24.65\|-1.87\|23.88\|24.95\|23.76\|282889;2026-07-10\|24.90\|1.01\|24.76\|25.80\|23.91\|267259;2026-07-13\|23.62\|-5.14\|24.60\|24.60\|23.49\|198530;2026-07-14\|24.08\|1.95\|22.44\|24.10\|22.32\|302640;2026-07-15\|22.96\|-4.65\|23.88\|24.40\|22.79\|228045;2026-07-16\|23.17\|0.91\|22.80\|23.77\|22.66\|207907;2026-07-17\|21.68\|-6.43\|22.70\|22.97\|21.44\|180033;2026-07-20\|21.88\|0.92\|21.68\|22.85\|21.32\|193893;2026-07-21\|22.98\|5.03\|22.00\|23.00\|21.63\|254954;2026-07-22\|23.96\|4.26\|23.43\|24.70\|23.43\|398599;2026-07-23\|24.08\|0.50\|23.90\|24.68\|23.72\|416673;2026-07-24\|22.52\|-6.48\|22.76\|23.46\|22.36\|251736
31544	其它归类	拟控股威泰思+光通信+HVLS风扇行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月7日公告，公司与威泰思光电及其控股股东签署《收购意向协议》，拟通过增资及现金收购方式取得标的公司不低于51%股权，完成后将控股主营精密光学元器件的威泰思光电，进一步完善AI硬件产业链布局。 2、据2025年半年度报告，公司HVLS风扇产销规模国内领先，并已在印度、墨西哥、新加坡设子公司加速全球化，2025年境外收入占比持续提升。	公司与河南省汽车产业投资集团有限公司达成战略合作，双方将聚焦无人驾驶技术在无人出行车、无人物流车、无人配送车、无人巡检车等相关领域，进行技术研发和成果转化	2026-03-17\|64.45\|-0.06\|64.78\|65.50\|63.67\|20263;2026-03-18\|66.27\|2.82\|65.00\|66.55\|64.08\|25823;2026-03-19\|67.07\|1.21\|65.90\|68.50\|65.18\|42662;2026-03-20\|65.00\|-3.09\|67.53\|68.40\|64.68\|31916;2026-03-23\|64.35\|-1.00\|63.83\|66.18\|62.80\|28384;2026-03-24\|67.08\|4.24\|65.23\|67.16\|62.88\|25860;2026-03-25\|69.87\|4.16\|67.00\|71.26\|66.75\|34842;2026-03-26\|68.48\|-1.99\|69.18\|70.44\|67.33\|21672;2026-03-27\|68.39\|-0.13\|67.71\|68.86\|66.31\|19417;2026-03-30\|68.90\|0.75\|67.49\|69.13\|66.80\|19348;2026-03-31\|63.50\|-7.84\|68.97\|69.55\|62.33\|36667;2026-04-01\|66.98\|5.48\|63.88\|67.09\|63.53\|38535;2026-04-02\|65.44\|-2.30\|67.26\|67.31\|64.00\|20817;2026-04-03\|65.81\|0.57\|66.51\|66.51\|63.42\|20995;2026-04-07\|76.00\|15.48\|69.30\|77.56\|69.00\|76278;2026-04-08\|91.20\|20.00\|75.01\|91.20\|75.01\|112013;2026-04-09\|98.50\|8.00\|104.90\|107.37\|95.30\|205691;2026-04-10\|97.80\|-0.71\|98.55\|101.80\|95.01\|141169;2026-04-13\|101.25\|3.53\|95.20\|102.22\|92.00\|122804;2026-04-14\|97.00\|-4.20\|101.11\|102.25\|93.50\|122406;2026-04-15\|96.37\|-0.65\|96.78\|101.26\|95.10\|89119;2026-04-16\|92.20\|-4.33\|95.31\|96.98\|91.38\|75567;2026-04-17\|95.58\|3.67\|92.25\|102.50\|92.25\|90684;2026-04-20\|93.13\|-2.56\|97.00\|98.97\|92.84\|73404;2026-04-21\|99.83\|7.19\|92.00\|101.45\|89.00\|91541;2026-04-22\|100.45\|0.62\|98.83\|104.00\|97.50\|71812;2026-04-23\|98.72\|-1.72\|100.50\|105.00\|97.60\|65834;2026-04-24\|96.46\|-2.29\|98.72\|100.49\|93.71\|60199;2026-04-27\|97.04\|0.60\|98.39\|99.40\|96.00\|43742;2026-04-28\|95.44\|-1.65\|95.17\|96.69\|93.01\|35906;2026-04-29\|93.00\|-2.56\|94.46\|95.32\|92.21\|31075;2026-04-30\|90.68\|-2.49\|94.55\|94.55\|89.98\|39653;2026-05-06\|99.11\|9.30\|90.71\|99.98\|88.80\|72947;2026-05-07\|110.22\|11.21\|98.89\|114.00\|96.56\|80846;2026-05-08\|105.25\|-4.51\|108.00\|109.93\|103.47\|57224;2026-05-11\|109.35\|3.90\|107.47\|112.04\|104.50\|59193;2026-05-12\|110.37\|0.93\|110.00\|114.68\|106.35\|63295;2026-05-13\|108.76\|-1.46\|112.58\|116.97\|106.50\|66655;2026-05-14\|104.00\|-4.38\|107.49\|110.87\|104.00\|54025;2026-05-15\|96.60\|-7.12\|102.98\|104.33\|95.00\|82302;2026-05-18\|96.49\|-0.11\|95.86\|100.50\|95.40\|41633;2026-05-19\|97.61\|1.16\|96.49\|98.80\|92.95\|34643;2026-05-20\|97.40\|-0.22\|97.01\|97.99\|94.40\|24279;2026-05-21\|91.28\|-6.28\|99.35\|99.74\|90.68\|32500;2026-05-22\|96.09\|5.27\|92.01\|96.88\|91.88\|33247;2026-05-25\|97.06\|1.01\|96.65\|97.91\|94.50\|28184;2026-05-26\|95.43\|-1.68\|97.07\|97.07\|92.79\|25968;2026-05-27\|97.29\|1.95\|95.50\|99.44\|93.50\|41418;2026-05-28\|99.34\|2.11\|96.84\|103.00\|95.48\|39922;2026-05-29\|93.83\|-5.55\|99.37\|101.00\|92.00\|32532;2026-06-01\|93.78\|-0.05\|92.16\|95.66\|89.56\|22841;2026-06-02\|92.80\|-1.04\|94.62\|95.00\|89.71\|18190;2026-06-03\|92.99\|0.20\|93.41\|95.79\|91.26\|20011;2026-06-04\|102.92\|10.68\|93.00\|105.00\|92.49\|51800;2026-06-05\|97.02\|-5.73\|101.98\|102.25\|96.88\|31765;2026-06-08\|94.33\|-2.77\|92.00\|96.29\|90.03\|27483;2026-06-09\|97.25\|3.10\|95.65\|97.75\|92.70\|24070;2026-06-10\|96.22\|-1.06\|96.10\|101.90\|93.60\|27422;2026-06-11\|99.31\|3.21\|96.99\|103.68\|96.99\|34619;2026-06-12\|97.66\|-1.66\|100.94\|102.87\|97.00\|25182;2026-06-15\|74.56\|6.76\|71.85\|75.55\|71.00\|56328;2026-06-16\|85.68\|14.91\|75.48\|87.41\|73.00\|82724;2026-06-17\|82.45\|-3.77\|83.38\|84.44\|81.18\|53976;2026-06-18\|87.16\|5.71\|81.95\|89.30\|81.22\|57210;2026-06-22\|84.87\|-2.63\|88.74\|89.50\|81.38\|54565;2026-06-23\|86.80\|2.27\|83.87\|87.86\|83.18\|46596;2026-06-24\|86.93\|0.15\|86.80\|87.50\|83.61\|29492;2026-06-25\|86.27\|-0.76\|87.00\|88.58\|82.65\|46086;2026-06-26\|85.26\|-1.17\|86.29\|89.40\|84.54\|49417;2026-06-29\|85.90\|0.75\|85.51\|91.00\|81.23\|55383;2026-06-30\|88.00\|2.44\|85.81\|90.66\|85.28\|58656;2026-07-01\|88.60\|0.68\|89.00\|91.91\|85.00\|51490;2026-07-02\|85.34\|-3.68\|85.99\|90.99\|83.56\|44588;2026-07-03\|86.76\|1.66\|86.60\|88.58\|83.50\|42178;2026-07-06\|87.39\|0.73\|87.40\|92.99\|86.11\|65907;2026-07-07\|86.71\|-0.78\|87.00\|89.25\|82.77\|47741;2026-07-08\|87.10\|0.45\|87.50\|91.49\|84.28\|52172;2026-07-09\|89.19\|2.40\|87.16\|89.49\|81.70\|60425;2026-07-10\|87.34\|-2.07\|89.00\|91.80\|87.15\|44422;2026-07-13\|73.86\|-15.43\|85.85\|89.95\|72.00\|84550;2026-07-14\|75.89\|2.75\|75.25\|77.00\|70.72\|50863;2026-07-15\|75.33\|-0.74\|76.98\|79.27\|74.50\|33584;2026-07-16\|68.32\|-9.31\|74.00\|76.09\|67.81\|40782;2026-07-17\|60.00\|-12.18\|67.86\|68.50\|58.90\|48207;2026-07-20\|52.25\|-12.92\|61.33\|64.26\|50.60\|67670;2026-07-21\|59.59\|14.05\|52.25\|60.38\|43.68\|91339;2026-07-22\|58.36\|-2.06\|59.50\|61.18\|57.50\|59663;2026-07-23\|58.42\|0.10\|58.53\|60.82\|57.20\|31074;2026-07-24\|59.12\|1.20\|58.85\|60.49\|57.03\|28442
31543	其它归类	绿能+储能+光储充一体化 1、据2025年8月28日公告，全资子公司霍普数智与中国能源建设集团甘肃省电力设计院签订5.2亿元敦煌国升南都200MW/800MWh独立储能示范项目合同，预计对未来经营业绩产生积极影响。 2、据2024年年报及2025年5月16日互动易，公司实施“绿建+绿能”双轮驱动，绿能板块2024年营收同比增长94%，2025年重点推进工商业储能滚动开发、虚拟电厂及光储充一体化。 3、据2024年年报，公司深耕建筑设计20余年，累计完成设计项目1000余项，在酒店、学校、医院等公共建筑领域具备品牌及客户资源优势，为绿能业务提供客户基础。	全资子公司与南京四象签订5亿元储能系统采购合同	2026-03-17\|38.00\|-3.06\|39.57\|39.78\|37.61\|9563;2026-03-18\|38.61\|1.61\|38.23\|38.69\|37.25\|9426;2026-03-19\|37.57\|-2.69\|38.20\|38.79\|36.88\|8794;2026-03-20\|35.65\|-5.11\|37.58\|37.80\|35.40\|12120;2026-03-23\|32.47\|-8.92\|35.06\|35.24\|32.03\|17970;2026-03-24\|34.50\|6.25\|33.86\|34.70\|32.80\|15849;2026-03-25\|34.70\|0.58\|34.86\|35.60\|34.34\|9415;2026-03-26\|33.20\|-4.32\|34.87\|35.09\|33.01\|8862;2026-03-27\|33.90\|2.11\|33.45\|34.19\|31.36\|11126;2026-03-30\|33.81\|-0.27\|34.50\|34.86\|33.31\|11962;2026-03-31\|33.20\|-1.80\|34.65\|34.65\|33.19\|10867;2026-04-01\|33.73\|1.60\|34.00\|34.20\|33.23\|10668;2026-04-02\|32.66\|-3.17\|33.73\|33.89\|32.06\|8152;2026-04-03\|30.99\|-5.11\|31.93\|33.12\|30.81\|11015;2026-04-07\|36.22\|16.88\|31.24\|37.19\|31.24\|48727;2026-04-08\|35.90\|-0.88\|36.57\|37.58\|34.91\|47264;2026-04-09\|35.74\|-0.45\|35.55\|36.41\|34.81\|22090;2026-04-10\|36.86\|3.13\|36.01\|37.96\|35.33\|25678;2026-04-13\|37.98\|3.04\|36.85\|38.01\|35.50\|21299;2026-04-14\|39.16\|3.11\|38.11\|40.18\|37.98\|20846;2026-04-15\|39.86\|1.79\|39.21\|40.92\|39.21\|19428;2026-04-16\|39.40\|-1.15\|39.87\|40.01\|38.50\|15818;2026-04-17\|39.03\|-0.94\|39.49\|39.71\|38.50\|12144;2026-04-20\|40.66\|4.18\|39.02\|40.73\|38.21\|15062;2026-04-21\|40.35\|-0.76\|40.50\|41.46\|39.80\|11311;2026-04-22\|40.79\|1.09\|40.35\|40.79\|39.71\|7740;2026-04-23\|40.25\|-1.32\|40.78\|41.26\|39.97\|9358;2026-04-24\|39.80\|-1.12\|40.00\|40.59\|39.50\|8664;2026-04-27\|40.75\|2.39\|39.88\|40.81\|38.98\|9261;2026-04-28\|40.18\|-1.40\|40.50\|41.21\|40.01\|7745;2026-04-29\|40.28\|0.25\|39.80\|40.68\|39.00\|14654;2026-04-30\|41.25\|2.41\|41.30\|41.47\|40.49\|10034;2026-05-06\|40.15\|-2.67\|41.37\|41.74\|39.82\|14308;2026-05-07\|43.48\|8.29\|40.15\|44.44\|40.15\|25808;2026-05-08\|44.70\|2.81\|43.28\|45.60\|42.36\|24492;2026-05-11\|45.64\|2.10\|45.20\|47.38\|45.02\|20367;2026-05-12\|46.41\|1.69\|45.57\|47.95\|45.00\|23816;2026-05-13\|47.76\|2.91\|45.99\|48.98\|45.50\|20136;2026-05-14\|48.24\|1.00\|47.76\|49.30\|47.13\|16644;2026-05-15\|51.51\|6.78\|48.22\|52.23\|47.56\|28187;2026-05-18\|48.84\|-5.18\|50.59\|50.90\|48.07\|23894;2026-05-19\|49.04\|0.41\|49.00\|50.57\|46.50\|21476;2026-05-20\|50.06\|2.08\|49.05\|50.80\|48.31\|13085;2026-05-21\|47.68\|-4.75\|51.00\|51.00\|47.45\|12495;2026-05-22\|49.00\|2.77\|47.97\|49.30\|47.59\|9476;2026-05-25\|48.13\|-1.78\|49.00\|50.30\|47.55\|10460;2026-05-26\|46.70\|-2.97\|47.94\|50.68\|46.30\|10280;2026-05-27\|45.33\|-2.93\|47.55\|48.55\|45.02\|11516;2026-05-28\|48.62\|7.26\|45.75\|49.16\|45.10\|17352;2026-05-29\|47.50\|-2.30\|48.72\|50.08\|46.19\|13967;2026-06-01\|46.82\|-1.43\|47.25\|49.39\|45.50\|11867;2026-06-02\|45.47\|-2.88\|46.80\|47.72\|44.51\|10378;2026-06-03\|46.20\|1.61\|45.50\|46.99\|45.41\|8349;2026-06-04\|45.46\|-1.60\|45.95\|46.48\|44.97\|6112;2026-06-05\|45.88\|0.92\|45.57\|47.15\|43.61\|11663;2026-06-08\|44.00\|-4.10\|44.91\|46.74\|42.48\|10473;2026-06-09\|45.00\|2.27\|45.07\|45.26\|43.60\|6240;2026-06-10\|42.57\|-5.40\|45.32\|45.32\|42.03\|7466;2026-06-11\|42.22\|-0.82\|42.99\|42.99\|41.16\|6836;2026-06-12\|41.69\|-1.26\|43.53\|43.60\|41.41\|6651;2026-06-15\|43.15\|3.50\|42.10\|44.43\|42.10\|8641;2026-06-16\|43.81\|1.53\|43.03\|44.17\|41.77\|8381;2026-06-17\|43.22\|-1.35\|43.55\|43.78\|42.07\|7368;2026-06-18\|45.60\|5.51\|43.00\|47.00\|42.55\|9462;2026-06-22\|44.40\|-2.63\|45.61\|46.58\|43.24\|9608;2026-06-23\|44.83\|0.97\|45.24\|45.46\|43.79\|7224;2026-06-24\|41.48\|-7.47\|44.29\|44.58\|40.99\|9838;2026-06-25\|40.45\|-2.48\|41.73\|43.47\|40.04\|8382;2026-06-26\|39.78\|-1.66\|40.30\|41.00\|39.22\|8224;2026-06-29\|38.40\|-3.47\|38.53\|39.99\|37.32\|8717;2026-06-30\|36.82\|-4.11\|38.29\|38.71\|36.44\|9488;2026-07-01\|36.90\|0.22\|38.78\|39.51\|36.60\|10966;2026-07-02\|35.73\|-3.17\|36.90\|37.78\|35.30\|10371;2026-07-03\|36.41\|1.90\|36.15\|37.21\|35.53\|8576;2026-07-06\|34.44\|-5.41\|36.35\|37.42\|33.90\|10322;2026-07-07\|32.76\|-4.88\|34.76\|34.76\|32.17\|12898;2026-07-08\|32.18\|-1.77\|33.25\|34.10\|31.75\|11448;2026-07-09\|31.58\|-1.86\|32.01\|32.81\|30.23\|10914;2026-07-10\|31.57\|-0.03\|31.46\|32.87\|31.26\|10523;2026-07-13\|30.30\|-4.02\|31.89\|32.47\|30.00\|12164;2026-07-14\|33.28\|9.84\|30.40\|33.60\|30.01\|13091;2026-07-15\|32.27\|-3.03\|33.10\|33.95\|31.85\|13953;2026-07-16\|32.18\|-0.28\|31.79\|33.20\|31.60\|8406;2026-07-17\|29.47\|-8.42\|32.18\|32.73\|29.16\|11458;2026-07-20\|25.89\|-12.15\|29.80\|30.56\|25.18\|21889;2026-07-21\|27.40\|5.83\|25.96\|27.55\|24.20\|23899;2026-07-22\|27.58\|0.66\|27.14\|28.50\|26.60\|17504;2026-07-23\|27.98\|1.45\|27.58\|28.14\|27.01\|9162;2026-07-24\|27.61\|-1.32\|27.67\|28.12\|26.97\|9293
31542	其它归类	算力服务合同+AI玩具+实控人变更 1、据2026年6月17日公告，公司全资子公司签署《服务采购协议》，合同总金额为35.57亿元含税，合同期限为5年，构成公司首单算力服务合同和跨界经营。 2、据2025年年报，公司围绕“AI+玩具”方向进行持续布局，推动玩具产品由传统功能型向智能化、互动化及内容驱动型的AI玩具升级，打造AI玩具开放平台。 3、据2026年2月13日公告，公司控股股东变更为北京黎曼云图科创有限公司，实际控制人变更为王帆；据2025年年报，公司将基于新股东在芯片半导体、人工智能行业的积累谋求转型。	华统集团所持10%股份已过户至黎曼云图，公司控股股东正式变更为黎曼云图，实际控制人变更为王帆	2026-03-17\|8.33\|-7.34\|9.01\|9.05\|8.31\|398279;2026-03-18\|8.17\|-1.92\|8.26\|8.43\|8.00\|322242;2026-03-19\|7.91\|-3.18\|8.02\|8.15\|7.82\|284814;2026-03-20\|7.57\|-4.30\|7.99\|8.04\|7.53\|319972;2026-03-23\|7.08\|-6.47\|7.42\|7.49\|6.99\|378119;2026-03-24\|7.35\|3.81\|7.22\|7.35\|7.03\|250153;2026-03-25\|7.51\|2.18\|7.38\|7.53\|7.34\|169412;2026-03-26\|7.24\|-3.60\|7.50\|7.58\|7.20\|152262;2026-03-27\|7.42\|2.49\|7.16\|7.54\|7.12\|161375;2026-03-30\|7.53\|1.48\|7.43\|7.56\|7.35\|156092;2026-03-31\|7.41\|-1.59\|7.53\|7.56\|7.30\|123858;2026-04-01\|7.47\|0.81\|7.60\|7.75\|7.44\|136908;2026-04-02\|7.50\|0.40\|7.47\|7.54\|7.34\|129221;2026-04-03\|7.32\|-2.40\|7.51\|7.55\|7.30\|105236;2026-04-07\|8.05\|9.97\|7.70\|8.05\|7.69\|192357;2026-04-08\|8.86\|10.06\|8.60\|8.86\|8.50\|431501;2026-04-09\|9.21\|3.95\|9.50\|9.53\|9.12\|703152;2026-04-10\|8.94\|-2.93\|9.28\|9.35\|8.82\|380669;2026-04-13\|9.24\|3.36\|9.17\|9.33\|8.91\|326849;2026-04-14\|9.57\|3.57\|9.31\|9.68\|9.20\|286774;2026-04-15\|9.38\|-1.99\|9.39\|9.63\|9.34\|254278;2026-04-16\|9.48\|1.07\|9.37\|9.52\|9.30\|163788;2026-04-17\|9.41\|-0.74\|9.48\|9.84\|9.32\|208135;2026-04-20\|9.73\|3.40\|9.31\|9.95\|9.28\|232559;2026-04-21\|9.97\|2.47\|9.65\|10.20\|9.58\|307498;2026-04-22\|10.01\|0.40\|10.05\|10.30\|9.95\|274455;2026-04-23\|9.92\|-0.90\|10.15\|10.18\|9.81\|217027;2026-04-24\|9.58\|-3.43\|9.92\|9.93\|9.45\|214560;2026-04-27\|9.92\|3.55\|9.59\|10.00\|9.58\|185255;2026-04-28\|9.63\|-2.92\|9.90\|9.97\|9.60\|157511;2026-04-29\|10.59\|9.97\|9.96\|10.59\|9.67\|515463;2026-04-30\|11.13\|5.10\|11.00\|11.18\|10.70\|451628;2026-05-06\|11.85\|6.47\|11.13\|12.24\|10.96\|487248;2026-05-07\|12.59\|6.24\|12.08\|12.60\|11.86\|400644;2026-05-08\|12.37\|-1.75\|12.77\|12.90\|12.05\|442270;2026-05-11\|13.17\|6.47\|12.65\|13.29\|12.46\|370036;2026-05-12\|12.72\|-3.42\|13.22\|13.63\|12.53\|367171;2026-05-13\|12.69\|-0.24\|12.72\|13.00\|12.40\|295523;2026-05-14\|12.47\|-1.73\|12.79\|12.88\|12.36\|235951;2026-05-15\|13.72\|10.02\|12.47\|13.72\|12.33\|304674;2026-05-18\|14.81\|7.94\|13.84\|14.94\|13.20\|591959;2026-05-19\|15.29\|3.24\|14.88\|15.38\|14.50\|439056;2026-05-20\|13.76\|-10.01\|15.20\|15.20\|13.76\|306781;2026-05-21\|13.31\|-3.27\|13.01\|14.42\|13.01\|494390;2026-05-22\|12.98\|-2.48\|13.34\|13.55\|12.43\|465636;2026-05-25\|12.89\|-0.69\|13.30\|13.41\|12.58\|286303;2026-05-26\|12.91\|0.16\|12.89\|13.12\|12.60\|208946;2026-05-27\|13.30\|3.02\|12.90\|13.39\|12.66\|270596;2026-05-28\|14.63\|10.00\|13.16\|14.63\|13.16\|293129;2026-05-29\|15.37\|5.06\|15.00\|16.09\|14.93\|644369;2026-06-01\|14.70\|-4.36\|15.34\|15.41\|13.97\|571399;2026-06-02\|14.91\|1.43\|14.78\|15.09\|14.51\|331745;2026-06-03\|15.29\|2.55\|14.60\|15.40\|14.50\|316341;2026-06-04\|14.63\|-4.32\|15.05\|15.26\|14.50\|293561;2026-06-05\|13.37\|-8.61\|14.60\|14.60\|13.18\|393971;2026-06-08\|12.90\|-3.52\|12.79\|13.47\|12.56\|343197;2026-06-09\|12.76\|-1.09\|13.16\|13.40\|12.42\|256663;2026-06-10\|12.12\|-5.02\|12.64\|13.06\|11.55\|396065;2026-06-11\|11.90\|-1.82\|12.01\|12.17\|11.69\|227877;2026-06-12\|11.40\|-4.20\|12.10\|12.58\|11.30\|322114;2026-06-15\|12.43\|9.04\|11.75\|12.54\|11.60\|531795;2026-06-16\|12.35\|-0.64\|12.23\|12.59\|11.92\|311428;2026-06-17\|12.58\|1.86\|13.59\|13.59\|12.29\|860143;2026-06-18\|11.35\|-9.78\|12.01\|12.15\|11.32\|596290;2026-06-22\|11.56\|1.85\|11.37\|12.17\|11.34\|372138;2026-06-23\|10.95\|-5.28\|11.47\|11.50\|10.95\|317529;2026-06-24\|11.12\|1.55\|10.80\|11.19\|10.60\|254390;2026-06-25\|10.94\|-1.62\|11.15\|11.45\|10.83\|205933;2026-06-26\|10.51\|-3.93\|10.93\|10.93\|10.31\|230260;2026-06-29\|10.12\|-3.71\|10.41\|10.47\|9.89\|318035;2026-06-30\|10.54\|4.15\|10.00\|10.56\|9.95\|213236;2026-07-01\|10.71\|1.61\|10.50\|11.05\|10.45\|236736;2026-07-02\|10.75\|0.37\|10.67\|11.25\|10.43\|236270;2026-07-03\|10.52\|-2.14\|10.77\|11.00\|10.49\|146800;2026-07-06\|10.67\|1.43\|10.55\|10.80\|10.38\|159458;2026-07-07\|10.90\|2.16\|10.70\|11.02\|10.59\|190262;2026-07-08\|10.99\|0.83\|10.79\|11.30\|10.56\|293128;2026-07-09\|10.90\|-0.82\|10.99\|11.08\|10.34\|242337;2026-07-10\|10.98\|0.73\|10.90\|11.28\|10.87\|248356;2026-07-13\|10.41\|-5.19\|11.07\|11.74\|10.36\|326707;2026-07-14\|11.20\|7.59\|10.43\|11.23\|10.01\|302343;2026-07-15\|10.85\|-3.12\|11.40\|11.50\|10.79\|200896;2026-07-16\|11.01\|1.47\|10.69\|11.46\|10.55\|226924;2026-07-17\|10.00\|-9.17\|11.00\|11.00\|9.93\|234164;2026-07-20\|9.00\|-10.00\|10.23\|10.27\|9.00\|289731;2026-07-21\|9.14\|1.56\|8.88\|9.14\|8.10\|418370;2026-07-22\|9.43\|3.17\|9.14\|9.70\|8.94\|266728;2026-07-23\|10.14\|7.53\|9.51\|10.37\|9.35\|398056;2026-07-24\|9.78\|-3.55\|10.13\|10.16\|9.66\|248650
31541		重大资产重组+资源循环+天津国资 1、据2026年4月4日公告，公司拟以1.86527亿元向天津泰达供应链管理有限公司出售所持泰达能源51%股权，交易完成后不再从事有色金属贸易，集中资源聚焦生态环保主业，构成重大资产重组。 2、据2025年9月11日互动易及2025年半年报，公司更名“天津泰达资源循环集团”，确立“大环保、新材料、新能源”三大主业，布局动力电池回收、飞灰炉渣资源化利用等循环产业。 3、据2025年半年报及2025年4月24日年报，公司实际控制人为天津市国资委，控股股东天津泰达投资控股集团有限公司为天津市属国企，具备国资资本运作优势。	公司拟以1.86527亿元向天津泰达供应链管理有限公司出售所持泰达能源51%股权，交易完成后不再从事有色金属贸易，集中资源聚焦生态环保主业，构成重大资产重组	2026-03-17\|4.06\|-0.98\|4.10\|4.14\|4.06\|137173;2026-03-18\|4.03\|-0.74\|4.07\|4.07\|3.98\|150678;2026-03-19\|3.95\|-1.99\|3.99\|4.03\|3.93\|120672;2026-03-20\|3.88\|-1.77\|3.97\|4.00\|3.88\|120291;2026-03-23\|3.65\|-5.93\|3.83\|3.83\|3.65\|209672;2026-03-24\|3.81\|4.38\|3.73\|3.82\|3.68\|144348;2026-03-25\|3.95\|3.67\|3.81\|4.00\|3.80\|161074;2026-03-26\|3.92\|-0.76\|3.96\|4.00\|3.91\|121997;2026-03-27\|3.93\|0.26\|3.90\|3.94\|3.87\|104797;2026-03-30\|3.97\|1.02\|3.86\|3.99\|3.84\|109664;2026-03-31\|3.99\|0.50\|3.97\|4.08\|3.97\|184876;2026-04-01\|3.99\|0.00\|4.02\|4.06\|3.96\|101471;2026-04-02\|3.94\|-1.25\|4.00\|4.04\|3.92\|99988;2026-04-03\|3.82\|-3.05\|3.94\|3.96\|3.79\|118664;2026-04-07\|4.20\|9.95\|4.03\|4.20\|4.02\|361288;2026-04-08\|4.22\|0.48\|4.20\|4.28\|4.13\|627879;2026-04-09\|4.12\|-2.37\|4.19\|4.21\|4.08\|261730;2026-04-10\|4.11\|-0.24\|4.16\|4.18\|4.10\|158517;2026-04-13\|4.11\|0.00\|4.11\|4.12\|4.05\|137314;2026-04-14\|4.14\|0.73\|4.13\|4.16\|4.08\|163897;2026-04-15\|4.12\|-0.48\|4.14\|4.15\|4.09\|108981;2026-04-16\|4.13\|0.24\|4.10\|4.14\|4.09\|108565;2026-04-17\|4.15\|0.48\|4.10\|4.21\|4.09\|211893;2026-04-20\|4.24\|2.17\|4.15\|4.25\|4.12\|203221;2026-04-21\|4.19\|-1.18\|4.24\|4.24\|4.17\|157856;2026-04-22\|4.17\|-0.48\|4.17\|4.22\|4.15\|126684;2026-04-23\|4.22\|1.20\|4.16\|4.23\|4.16\|204820;2026-04-24\|4.15\|-1.66\|4.21\|4.23\|4.11\|177692;2026-04-27\|4.19\|0.96\|4.16\|4.20\|4.12\|130045;2026-04-28\|4.33\|3.34\|4.19\|4.38\|4.18\|481655;2026-04-29\|4.32\|-0.23\|4.30\|4.34\|4.25\|264920;2026-04-30\|4.29\|-0.69\|4.32\|4.40\|4.28\|218603;2026-05-06\|4.35\|1.40\|4.29\|4.35\|4.28\|189773;2026-05-07\|4.30\|-1.15\|4.36\|4.39\|4.28\|215658;2026-05-08\|4.41\|2.56\|4.28\|4.43\|4.26\|288081;2026-05-11\|4.43\|0.45\|4.43\|4.44\|4.35\|269456;2026-05-12\|4.29\|-3.16\|4.41\|4.43\|4.27\|239577;2026-05-13\|4.33\|0.93\|4.33\|4.48\|4.28\|371418;2026-05-14\|4.29\|-0.92\|4.34\|4.42\|4.28\|317846;2026-05-15\|4.16\|-3.03\|4.34\|4.34\|4.14\|306772;2026-05-18\|4.09\|-1.68\|4.16\|4.19\|4.05\|260207;2026-05-19\|3.99\|-2.44\|4.11\|4.13\|3.95\|321309;2026-05-20\|3.86\|-3.26\|3.98\|3.98\|3.85\|251379;2026-05-21\|3.75\|-2.85\|3.88\|3.89\|3.72\|311863;2026-05-22\|3.83\|2.13\|3.78\|3.85\|3.72\|186749;2026-05-25\|3.80\|-0.78\|3.84\|3.84\|3.75\|169925;2026-05-26\|3.79\|-0.26\|3.78\|3.80\|3.73\|128113;2026-05-27\|3.71\|-2.11\|3.78\|3.80\|3.68\|145674;2026-05-28\|3.73\|0.54\|3.71\|3.75\|3.68\|122430;2026-05-29\|3.73\|0.00\|3.73\|3.83\|3.70\|192492;2026-06-01\|3.83\|2.68\|3.74\|3.84\|3.68\|211032;2026-06-02\|3.75\|-2.09\|3.81\|3.82\|3.72\|147431;2026-06-03\|3.68\|-1.87\|3.73\|3.74\|3.66\|150151;2026-06-04\|3.57\|-2.99\|3.66\|3.71\|3.53\|221542;2026-06-05\|3.63\|1.68\|3.59\|3.68\|3.57\|153080;2026-06-08\|3.55\|-2.20\|3.59\|3.64\|3.51\|157984;2026-06-09\|3.57\|0.56\|3.56\|3.58\|3.50\|93965;2026-06-10\|3.53\|-1.12\|3.57\|3.58\|3.46\|122996;2026-06-11\|3.48\|-1.42\|3.48\|3.54\|3.44\|102306;2026-06-12\|3.58\|2.87\|3.50\|3.59\|3.46\|140934;2026-06-15\|3.59\|0.28\|3.60\|3.66\|3.54\|128561;2026-06-16\|3.61\|0.56\|3.59\|3.63\|3.55\|114184;2026-06-17\|3.52\|-2.49\|3.60\|3.61\|3.49\|132172;2026-06-18\|3.50\|-0.57\|3.50\|3.52\|3.45\|71679;2026-06-22\|3.54\|1.14\|3.50\|3.54\|3.38\|139358;2026-06-23\|3.56\|0.56\|3.53\|3.63\|3.50\|154038;2026-06-24\|3.42\|-3.93\|3.53\|3.55\|3.39\|136456;2026-06-25\|3.39\|-0.88\|3.40\|3.43\|3.33\|111857;2026-06-26\|3.39\|0.00\|3.38\|3.52\|3.31\|142808;2026-06-29\|3.38\|-0.29\|3.38\|3.41\|3.31\|81242;2026-06-30\|3.41\|0.89\|3.38\|3.44\|3.33\|88756;2026-07-01\|3.45\|1.17\|3.39\|3.49\|3.37\|104104;2026-07-02\|3.43\|-0.58\|3.43\|3.49\|3.42\|101812;2026-07-03\|3.46\|0.87\|3.42\|3.48\|3.41\|65937;2026-07-06\|3.44\|-0.58\|3.46\|3.52\|3.42\|86213;2026-07-07\|3.34\|-2.91\|3.43\|3.43\|3.32\|102468;2026-07-08\|3.31\|-0.90\|3.32\|3.34\|3.26\|88364;2026-07-09\|3.28\|-0.91\|3.32\|3.36\|3.26\|96460;2026-07-10\|3.37\|2.74\|3.29\|3.42\|3.24\|140370;2026-07-13\|3.33\|-1.19\|3.39\|3.41\|3.31\|101611;2026-07-14\|3.43\|3.00\|3.31\|3.43\|3.30\|102846;2026-07-15\|3.48\|1.46\|3.43\|3.54\|3.40\|118620;2026-07-16\|3.49\|0.29\|3.48\|3.53\|3.45\|89702;2026-07-17\|3.48\|-0.29\|3.48\|3.54\|3.41\|132293;2026-07-20\|3.44\|-1.15\|3.48\|3.53\|3.41\|129732;2026-07-21\|3.43\|-0.29\|3.45\|3.46\|3.38\|161130;2026-07-22\|3.44\|0.29\|3.42\|3.45\|3.37\|122142;2026-07-23\|3.55\|3.20\|3.44\|3.59\|3.42\|166416;2026-07-24\|3.45\|-2.82\|3.54\|3.60\|3.45\|107461
31540		锂电池检测+半导体检测+摘帽 1、据2026年4月28日年报，公司XRF、ICP、GC-MS、IC等仪器已针对锂电池正负极、电解液、铜箔等提供完整检测方案，产品已应用于新能源电池材料质量控制。 2、据2026年4月28日年报，公司大功率波长色散X射线晶圆分析仪进入样机测试，可服务半导体晶圆检测，形成国产高端仪器产业化能力。 3、据2026年3月27日公告，公司股票撤销其他风险警示，证券简称由“ST天瑞”恢复为“天瑞仪器”。	公司主营包括分析检测仪器、环境监测仪器以及生态治理，撤销其他风险警示
31539		石油化工+加氢技术+控制权转让+浙江国企 1、据2026年6月3日公告，控股股东舜通集团公开征集转让公司15%股份的征集期已于6月2日结束，共有3家意向受让方提交了受让申请材料并足额缴纳保证金，若转让完成可能导致公司控制权发生变更。 2、据2025年年度报告，公司在加氢技术领域拥有深厚技术积淀，技术体系覆盖加氢裂化、加氢处理、加氢精制三大核心领域，截至2025年底已累计完成18套加氢装置的设计和工程总承包服务，累计总加氢能力突破1991万吨/年。 3、公司核心业务为石油化工工程的建设与技术服务，涉及硫磺回收相关领域，主要为硫磺回收装置提供工程设计、工程总承包（EPC）及相关技术服务。据2025年年度报告，公司由原央企镇海炼化分公司下属单位改制而来，实际控制人为余姚市国有资产管理中心，属于地方国有企业。	控股股东拟通过公开征集方式转让部分公司股份	2026-03-17\|11.98\|-1.80\|12.20\|12.37\|11.95\|49958;2026-03-18\|11.90\|-0.67\|11.98\|12.20\|11.75\|69868;2026-03-19\|11.79\|-0.92\|11.91\|12.04\|11.71\|68054;2026-03-20\|11.91\|1.02\|11.80\|12.18\|11.72\|96975;2026-03-23\|10.81\|-9.24\|11.65\|11.68\|10.72\|118747;2026-03-24\|11.43\|5.74\|10.99\|11.43\|10.60\|114951;2026-03-25\|11.90\|4.11\|11.60\|11.96\|11.40\|66564;2026-03-26\|11.94\|0.34\|11.89\|12.23\|11.75\|60330;2026-03-27\|12.17\|1.93\|11.88\|12.24\|11.71\|64136;2026-03-30\|12.18\|0.08\|12.08\|12.37\|11.88\|53125;2026-03-31\|11.88\|-2.46\|12.18\|12.30\|11.86\|45750;2026-04-01\|12.06\|1.52\|12.11\|12.14\|11.82\|61979;2026-04-02\|11.80\|-2.16\|12.15\|12.15\|11.78\|46563;2026-04-03\|11.57\|-1.95\|11.93\|11.93\|11.50\|43800;2026-04-07\|12.73\|10.03\|12.48\|12.73\|12.19\|72359;2026-04-08\|13.58\|6.68\|12.87\|13.87\|12.70\|327986;2026-04-09\|14.31\|5.38\|13.62\|14.49\|13.48\|272416;2026-04-10\|14.41\|0.70\|14.22\|14.97\|14.22\|222697;2026-04-13\|13.92\|-3.40\|14.31\|14.39\|13.85\|170557;2026-04-14\|13.85\|-0.50\|13.90\|14.14\|13.75\|102236;2026-04-15\|14.18\|2.38\|13.86\|14.68\|13.84\|119036;2026-04-16\|15.03\|5.99\|14.18\|15.10\|13.88\|169316;2026-04-17\|14.64\|-2.59\|15.10\|15.51\|14.44\|171189;2026-04-20\|15.42\|5.33\|14.69\|15.49\|14.46\|161553;2026-04-21\|15.27\|-0.97\|15.30\|15.68\|15.15\|117727;2026-04-22\|16.80\|10.02\|15.18\|16.80\|15.18\|278382;2026-04-23\|16.50\|-1.79\|16.80\|16.88\|16.25\|219822;2026-04-24\|16.36\|-0.85\|16.61\|16.61\|15.50\|208919;2026-04-27\|16.28\|-0.49\|16.22\|16.73\|15.70\|148684;2026-04-28\|16.29\|0.06\|16.14\|16.50\|16.06\|81428;2026-04-29\|16.07\|-1.35\|16.25\|16.30\|15.80\|90391;2026-04-30\|16.88\|5.04\|16.06\|17.12\|15.98\|165355;2026-05-06\|16.82\|-0.36\|17.91\|17.96\|16.77\|167446;2026-05-07\|17.16\|2.02\|17.02\|17.32\|16.66\|90914;2026-05-08\|18.53\|7.98\|17.05\|18.75\|17.02\|168502;2026-05-11\|18.15\|-2.05\|18.61\|18.80\|18.00\|122560;2026-05-12\|17.62\|-2.92\|18.23\|18.24\|17.53\|91081;2026-05-13\|17.67\|0.28\|17.38\|18.05\|17.38\|81449;2026-05-14\|17.71\|0.23\|17.66\|18.10\|17.25\|97060;2026-05-15\|17.28\|-2.43\|17.89\|17.89\|16.96\|93400;2026-05-18\|17.76\|2.78\|17.23\|18.10\|17.08\|100629;2026-05-19\|17.48\|-1.58\|17.98\|18.37\|17.30\|71932;2026-05-20\|18.17\|3.95\|17.37\|18.35\|17.20\|101411;2026-05-21\|17.57\|-3.30\|18.25\|18.56\|17.45\|94804;2026-05-22\|18.22\|3.70\|17.69\|18.40\|17.27\|85732;2026-05-25\|19.04\|4.50\|18.20\|19.95\|18.20\|122451;2026-05-26\|19.13\|0.47\|19.34\|19.60\|18.78\|121874;2026-05-27\|19.98\|4.44\|18.79\|21.04\|18.79\|299672;2026-05-28\|20.40\|2.10\|19.86\|20.57\|19.53\|177157;2026-05-29\|20.79\|1.91\|20.11\|21.49\|20.11\|164456;2026-06-01\|22.15\|6.54\|20.60\|22.15\|20.25\|228337;2026-06-02\|19.94\|-9.98\|21.73\|22.14\|19.94\|97711;2026-06-03\|18.60\|-6.72\|19.86\|20.00\|17.95\|309709;2026-06-04\|16.98\|-8.71\|18.20\|18.20\|16.81\|225621;2026-06-05\|17.96\|5.77\|17.00\|18.68\|17.00\|229021;2026-06-08\|17.94\|-0.11\|17.45\|18.98\|17.12\|149285;2026-06-09\|18.16\|1.23\|18.20\|18.30\|17.24\|118546;2026-06-10\|18.02\|-0.77\|17.85\|18.36\|17.62\|73251;2026-06-11\|17.29\|-4.05\|18.04\|18.26\|17.01\|84453;2026-06-12\|18.10\|4.68\|17.30\|18.35\|17.00\|121486;2026-06-15\|16.62\|-8.18\|17.75\|18.16\|16.29\|183154;2026-06-16\|16.61\|-0.06\|16.62\|16.99\|16.10\|112567;2026-06-17\|18.27\|9.99\|16.66\|18.27\|16.40\|91603;2026-06-18\|18.72\|2.46\|18.27\|19.20\|18.27\|183362;2026-06-22\|20.22\|8.01\|18.72\|20.32\|18.70\|165966;2026-06-23\|19.40\|-4.06\|19.92\|20.75\|19.31\|107189;2026-06-24\|19.30\|-0.52\|19.33\|19.61\|18.40\|89868;2026-06-25\|19.23\|0.16\|19.40\|19.59\|18.69\|79445;2026-06-26\|18.49\|-3.85\|18.97\|19.33\|18.40\|90215;2026-06-29\|16.64\|-10.01\|18.31\|18.31\|16.64\|46278;2026-06-30\|15.26\|-8.29\|15.60\|16.43\|14.98\|253851;2026-07-01\|14.32\|-6.16\|15.40\|15.40\|13.97\|195496;2026-07-02\|14.65\|2.30\|14.26\|15.59\|13.82\|187700;2026-07-03\|14.56\|-0.61\|14.82\|15.72\|14.56\|144173;2026-07-06\|13.94\|-4.26\|15.10\|15.10\|13.90\|90491;2026-07-07\|13.98\|0.29\|13.79\|14.29\|13.50\|77706;2026-07-08\|13.36\|-4.43\|14.05\|14.18\|13.35\|72983;2026-07-09\|13.45\|0.67\|13.36\|13.47\|12.50\|111042;2026-07-10\|13.55\|0.74\|13.24\|13.95\|13.24\|80277;2026-07-13\|12.54\|-7.45\|13.50\|13.52\|12.37\|101210;2026-07-14\|12.66\|0.96\|12.40\|12.69\|12.23\|72136;2026-07-15\|12.95\|2.29\|12.80\|13.45\|12.64\|83181;2026-07-16\|12.64\|-2.39\|12.68\|13.00\|12.51\|50936;2026-07-17\|12.00\|-5.06\|12.62\|12.74\|11.85\|66873;2026-07-20\|10.83\|-9.75\|12.00\|12.33\|10.80\|107149;2026-07-21\|11.19\|3.32\|11.26\|11.26\|9.93\|122720;2026-07-22\|10.81\|-3.40\|11.25\|11.29\|10.67\|90014;2026-07-23\|10.90\|0.83\|10.74\|11.00\|10.62\|55832;2026-07-24\|10.72\|-1.65\|10.75\|11.30\|10.57\|68698
31538		稀土涨价+广东稀土矿+央企+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年6月16日报道，近日稀土主流产品价格持续上涨，氧化镝、氧化铽价格强势上行；公司主要从事稀土矿开采、冶炼分离及深加工业务，生产稀土氧化物等产品。 2、据2026年3月20日年报，公司是广东省内唯一合法稀土采矿权人，拥有省内全部稀土采矿证，具备矿山开采、冶炼分离、钕铁硼制造加工及贸易的完整产业链。 3、据2026年3月20日年报，公司实际控制人为中国稀土集团有限公司，最终控制人为国务院国有资产监督管理委员会。 4、据2026年4月29日披露的一季报，公司2026年一季度归母净利润1.71亿元，同比增长261.55%，主要系稀土市场行情整体上涨及亏损企业治理见成效。	公司拥有广东省内全部的3本稀土采矿证，稀土资源储量共计12.44万吨，具备15种稀土元素全分离能力，拥有14,000t/a南方离子吸附型稀土矿中重稀土分离能力	2026-03-17\|85.30\|-2.58\|88.56\|88.95\|85.28\|84027;2026-03-18\|87.67\|2.78\|86.90\|88.88\|84.40\|136372;2026-03-19\|82.34\|-6.08\|86.00\|86.32\|81.80\|145389;2026-03-20\|79.70\|-3.21\|82.47\|83.98\|79.51\|93621;2026-03-23\|77.88\|-2.28\|75.74\|82.25\|75.68\|160851;2026-03-24\|76.20\|-2.16\|79.43\|79.80\|74.15\|163674;2026-03-25\|77.85\|2.17\|77.77\|79.15\|75.71\|195429;2026-03-26\|75.09\|-3.55\|77.00\|77.50\|74.38\|98625;2026-03-27\|78.64\|4.73\|74.00\|80.38\|73.75\|158322;2026-03-30\|77.90\|-0.94\|78.89\|79.50\|76.30\|94095;2026-03-31\|78.56\|0.85\|78.45\|81.40\|77.35\|114812;2026-04-01\|80.55\|2.53\|80.22\|81.71\|79.20\|126114;2026-04-02\|78.50\|-2.54\|79.82\|80.19\|77.63\|80952;2026-04-03\|79.05\|0.70\|78.81\|80.99\|77.81\|84932;2026-04-07\|86.96\|10.01\|79.00\|86.96\|78.32\|189002;2026-04-08\|91.63\|5.37\|91.56\|93.98\|90.86\|206906;2026-04-09\|95.46\|4.18\|90.94\|96.70\|90.00\|197574;2026-04-10\|94.46\|-1.05\|96.59\|96.72\|92.60\|151719;2026-04-13\|92.89\|-1.66\|97.30\|97.88\|91.66\|182931;2026-04-14\|91.95\|-1.01\|92.80\|93.36\|88.48\|177550;2026-04-15\|92.08\|0.14\|92.52\|95.50\|91.10\|140691;2026-04-16\|95.50\|3.71\|92.35\|98.65\|91.36\|186683;2026-04-17\|97.33\|1.92\|94.11\|101.00\|93.60\|165185;2026-04-20\|103.77\|6.62\|95.66\|105.00\|95.66\|179845;2026-04-21\|104.86\|1.05\|103.00\|108.30\|101.80\|147372;2026-04-22\|105.17\|0.30\|103.70\|106.08\|101.88\|112343;2026-04-23\|94.65\|-10.00\|103.91\|103.99\|94.65\|174176;2026-04-24\|90.97\|-3.74\|90.21\|92.87\|87.08\|245743;2026-04-27\|87.98\|-3.29\|90.97\|90.98\|87.28\|165794;2026-04-28\|86.00\|-2.25\|89.00\|89.29\|85.09\|124021;2026-04-29\|93.67\|8.92\|87.55\|94.50\|87.00\|218790;2026-04-30\|92.01\|-1.77\|92.44\|93.64\|90.34\|147059;2026-05-06\|98.01\|6.52\|91.90\|98.52\|90.30\|203845;2026-05-07\|98.20\|0.19\|97.22\|98.99\|96.00\|158820;2026-05-08\|99.05\|0.87\|96.95\|99.76\|96.02\|129320;2026-05-11\|108.96\|10.01\|100.01\|108.96\|99.81\|301656;2026-05-12\|107.18\|-1.63\|109.18\|110.00\|104.33\|217335;2026-05-13\|104.58\|-2.43\|108.00\|109.80\|104.04\|210022;2026-05-14\|100.86\|-3.56\|104.87\|104.87\|97.81\|205498;2026-05-15\|97.12\|-3.71\|100.29\|103.83\|96.39\|226204;2026-05-18\|92.28\|-4.98\|97.01\|98.18\|91.59\|188503;2026-05-19\|89.40\|-3.12\|92.00\|92.47\|87.50\|138758;2026-05-20\|90.10\|0.78\|88.35\|91.28\|86.11\|159642;2026-05-21\|86.85\|-3.61\|89.88\|91.43\|86.77\|131839;2026-05-22\|87.07\|0.25\|86.84\|88.12\|85.50\|109787;2026-05-25\|86.94\|-0.15\|87.08\|88.88\|84.45\|120539;2026-05-26\|86.06\|-1.01\|86.94\|86.94\|83.69\|103465;2026-05-27\|83.41\|-3.08\|85.60\|86.86\|82.11\|95688;2026-05-28\|89.70\|7.54\|83.00\|90.41\|82.37\|163489;2026-05-29\|83.39\|-7.03\|88.90\|89.00\|83.05\|123414;2026-06-01\|81.62\|-2.12\|82.05\|84.64\|81.16\|83982;2026-06-02\|83.86\|2.74\|82.30\|84.49\|79.56\|102514;2026-06-03\|88.22\|5.20\|83.05\|89.76\|81.74\|180885;2026-06-04\|93.78\|6.30\|87.00\|96.44\|85.10\|192573;2026-06-05\|93.92\|0.15\|92.49\|97.90\|92.40\|166142;2026-06-08\|87.75\|-6.57\|90.00\|93.92\|86.77\|144916;2026-06-09\|89.97\|2.53\|89.50\|92.28\|87.02\|141212;2026-06-10\|89.95\|-0.02\|88.83\|95.40\|88.28\|156474;2026-06-11\|92.09\|2.38\|89.00\|93.80\|88.88\|152446;2026-06-12\|93.94\|2.01\|93.99\|98.30\|91.20\|236263;2026-06-15\|99.90\|6.34\|95.50\|99.99\|93.00\|259550;2026-06-16\|106.14\|6.25\|99.68\|109.20\|98.50\|293088;2026-06-17\|105.71\|-0.41\|106.00\|111.11\|104.30\|285403;2026-06-18\|116.28\|10.00\|105.71\|116.28\|105.39\|334293;2026-06-22\|118.66\|2.05\|116.60\|119.50\|113.00\|411166;2026-06-23\|106.79\|-10.00\|116.69\|116.84\|106.79\|267248;2026-06-24\|104.77\|-1.89\|106.74\|107.50\|100.91\|267402;2026-06-25\|104.89\|0.11\|104.00\|107.36\|101.68\|186089;2026-06-26\|99.52\|-5.12\|103.42\|104.71\|99.01\|181073;2026-06-29\|94.56\|-4.98\|99.96\|100.47\|91.50\|179997;2026-06-30\|101.61\|7.46\|93.30\|101.85\|92.08\|173186;2026-07-01\|96.78\|-4.75\|100.58\|101.51\|96.43\|134974;2026-07-02\|97.41\|0.65\|95.06\|101.85\|94.00\|160475;2026-07-03\|102.26\|4.98\|99.00\|105.72\|95.74\|230496;2026-07-06\|95.93\|-6.19\|105.00\|107.00\|95.81\|190911;2026-07-07\|92.97\|-3.09\|93.92\|97.77\|92.00\|124635;2026-07-08\|89.00\|-4.27\|93.00\|93.80\|88.95\|107591;2026-07-09\|85.40\|-4.04\|89.00\|90.38\|81.60\|200137;2026-07-10\|83.83\|-1.84\|84.40\|87.80\|83.65\|127196;2026-07-13\|78.75\|-6.06\|83.49\|83.83\|78.58\|125430;2026-07-14\|85.88\|9.05\|80.96\|86.48\|80.11\|163161;2026-07-15\|82.66\|-3.75\|87.00\|87.00\|82.03\|114649;2026-07-16\|79.00\|-4.43\|81.50\|83.09\|78.64\|107344;2026-07-17\|74.05\|-6.27\|78.77\|79.00\|73.50\|127624;2026-07-20\|69.97\|-5.51\|75.79\|75.96\|67.80\|154382;2026-07-21\|73.16\|4.56\|70.45\|73.35\|67.19\|162243;2026-07-22\|71.83\|-1.82\|72.58\|74.28\|71.46\|120368;2026-07-23\|74.04\|3.08\|72.06\|74.74\|71.47\|118785;2026-07-24\|71.11\|-3.96\|72.02\|73.74\|70.89\|84679

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