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
111655	宜春市发布《关于进一步加强锂资源矿山监督管理的通知（征求意见稿）》	圆柱电池+人形机器人+马来西亚产能+分红实施行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日投资者关系活动记录表，公司子公司天鹏电源是宇树科技重要供应商，合作始于2020年，并已为宇树、云深处、傅利叶等人形机器人客户批量供货。 2、据2025年年度报告，公司2025年锂电池出货量增长约52%，其中AI机器人/机器狗等新兴应用已实现领先布局与出货，并推出针对人形机器人市场的21700-7.0Ah高能量密度电芯。 3、据2025年年度报告，马来西亚一期4亿颗圆柱电芯项目已于2025年4月底投产，二期全极耳产能已纳入2026年建设规划，强化全球交付能力并降低贸易政策风险。 4、据2026年5月14日权益分派实施公告，公司10转4.8股派1元含税，股权登记日为5月20日，除权除息日为5月21日。	公司已推出半固态锂电池产品，并持续推进固态/半固态电池研发	2026-05-15\|25.91\|-2.89\|27.06\|27.39\|25.59\|1491601;2026-05-18\|27.93\|7.80\|25.73\|28.50\|25.50\|1317535;2026-05-19\|27.37\|-2.00\|28.35\|28.37\|26.70\|910796;2026-05-20\|26.88\|-1.79\|27.30\|27.94\|26.50\|737122;2026-05-21\|18.55\|2.54\|18.37\|19.90\|18.37\|1810742;2026-05-22\|20.41\|10.03\|18.57\|20.41\|18.09\|1676090;2026-05-25\|20.32\|-0.44\|20.99\|21.00\|18.89\|2143611;2026-05-26\|22.35\|9.99\|21.37\|22.35\|21.00\|2625800;2026-05-27\|22.78\|1.92\|22.00\|23.21\|22.00\|2219780;2026-05-28\|21.52\|-5.53\|22.68\|23.21\|21.20\|1757226;2026-05-29\|20.68\|-3.90\|21.52\|22.22\|20.51\|1615741;2026-06-01\|20.28\|-1.93\|21.09\|21.89\|20.23\|1205249;2026-06-02\|20.57\|1.43\|20.21\|20.67\|19.50\|1309005;2026-06-03\|19.93\|-3.11\|20.79\|21.26\|19.77\|1104321;2026-06-04\|20.85\|4.62\|19.79\|21.48\|19.59\|1457092;2026-06-05\|20.56\|-1.39\|20.77\|21.35\|20.24\|1084344;2026-06-08\|19.90\|-3.21\|19.90\|20.56\|19.65\|880959;2026-06-09\|21.59\|8.49\|20.50\|21.74\|20.01\|1379813;2026-06-10\|20.97\|-2.87\|21.47\|21.64\|20.45\|1137309;2026-06-11\|19.85\|-5.34\|20.60\|20.94\|19.71\|1126254;2026-06-12\|19.26\|-2.97\|20.11\|20.58\|19.02\|1480946;2026-06-15\|20.06\|4.15\|19.46\|20.60\|19.29\|1103273;2026-06-16\|20.98\|4.59\|20.35\|21.10\|19.82\|1190221;2026-06-17\|20.67\|-1.48\|20.74\|21.29\|20.34\|899258;2026-06-18\|20.40\|-1.31\|20.61\|21.10\|19.51\|1469998;2026-06-22\|22.16\|8.63\|20.50\|22.28\|20.33\|1801137;2026-06-23\|21.90\|-1.17\|21.81\|22.62\|21.40\|1547917;2026-06-24\|21.53\|-1.69\|21.74\|22.06\|20.00\|1458471;2026-06-25\|21.13\|-1.86\|21.45\|23.00\|20.36\|1799171;2026-06-26\|19.20\|-9.13\|20.70\|20.88\|19.11\|1438016;2026-06-29\|18.46\|-3.85\|19.20\|19.25\|18.00\|1093024;2026-06-30\|18.71\|1.35\|18.37\|19.00\|18.18\|864991;2026-07-01\|19.02\|1.66\|18.70\|19.73\|18.21\|960419;2026-07-02\|19.35\|1.74\|18.77\|20.80\|18.38\|1592760;2026-07-03\|20.34\|5.12\|19.46\|21.24\|19.33\|1590693;2026-07-06\|22.37\|9.98\|21.94\|22.37\|21.63\|1365176;2026-07-07\|20.79\|-7.06\|22.42\|22.52\|20.58\|1890600;2026-07-08\|19.89\|-4.33\|21.00\|21.80\|19.69\|1199030;2026-07-09\|20.52\|3.17\|20.11\|20.80\|19.10\|1202646;2026-07-10\|19.14\|-6.73\|20.21\|20.94\|19.11\|1243384;2026-07-13\|18.99\|-0.78\|19.15\|20.50\|18.88\|1530152;2026-07-14\|20.89\|10.01\|19.10\|20.89\|18.90\|1703245;2026-07-15\|20.54\|-1.68\|20.92\|21.45\|20.49\|1397955;2026-07-16\|18.49\|-9.98\|20.36\|20.48\|18.49\|1418070;2026-07-17\|16.64\|-10.01\|18.10\|18.48\|16.64\|1287042;2026-07-20\|15.66\|-5.89\|16.49\|16.96\|15.23\|1090450;2026-07-21\|17.23\|10.03\|15.67\|17.23\|15.67\|1008304;2026-07-22\|16.90\|-1.92\|17.00\|17.90\|16.88\|1079445;2026-07-23\|17.02\|0.71\|16.94\|17.25\|16.50\|744059;2026-07-24\|16.30\|-4.23\|16.58\|17.00\|16.15\|515912;2026-07-27\|17.03\|4.48\|16.45\|17.05\|15.84\|770811;2026-07-28\|16.06\|-5.70\|16.62\|16.94\|15.94\|598783;2026-07-29\|16.05\|-0.06\|15.90\|16.22\|15.14\|875885;2026-07-30\|15.12\|-5.79\|15.81\|16.04\|14.68\|854704;2026-07-31\|15.88\|5.03\|15.77\|16.47\|15.77\|940097;2026-08-03\|15.78\|-0.63\|15.90\|15.98\|15.51\|559249;2026-08-04\|16.37\|3.74\|15.90\|16.75\|15.83\|791044;2026-08-05\|16.79\|2.57\|16.21\|16.99\|16.15\|750872;2026-08-06\|16.99\|1.19\|16.70\|17.32\|16.46\|757462;2026-08-07\|17.65\|3.88\|17.06\|18.03\|16.81\|1064098;2026-08-10\|17.19\|-2.61\|17.84\|18.26\|16.88\|996250;2026-08-11\|17.74\|3.20\|17.03\|18.28\|16.92\|1029621;2026-08-12\|18.48\|4.17\|17.72\|18.72\|17.65\|1054293;2026-08-13\|18.51\|0.16\|18.48\|18.93\|18.31\|738090;2026-08-14\|18.86\|1.89\|18.40\|18.98\|18.36\|654909;2026-08-17\|19.45\|3.13\|18.86\|19.56\|18.63\|829112;2026-08-18\|19.16\|-1.49\|19.57\|20.25\|18.97\|866546;2026-08-19\|18.28\|-4.59\|18.88\|19.35\|18.15\|971217;2026-08-20\|18.00\|-1.53\|18.61\|18.69\|17.83\|635727;2026-08-21\|18.30\|1.67\|17.96\|18.55\|17.73\|559525;2026-08-24\|17.95\|-1.91\|18.58\|18.64\|17.75\|569366;2026-08-25\|17.65\|-1.67\|17.95\|17.95\|17.20\|463462;2026-08-26\|17.47\|-1.02\|17.66\|17.82\|17.40\|406586;2026-08-27\|17.85\|2.18\|17.57\|17.97\|17.28\|464832;2026-08-28\|17.67\|-1.01\|17.84\|18.06\|17.64\|357812;2026-08-31\|17.57\|-0.57\|17.40\|17.72\|17.11\|422392;2026-09-01\|17.90\|1.88\|17.61\|18.48\|17.13\|868648;2026-09-02\|17.33\|-3.18\|17.55\|17.58\|17.11\|580267;2026-09-03\|17.26\|-0.40\|17.53\|17.82\|17.03\|379242;2026-09-04\|16.86\|-2.32\|17.43\|17.96\|16.70\|669223;2026-09-07\|18.23\|8.13\|16.86\|18.29\|16.86\|995741;2026-09-08\|18.11\|-0.66\|18.23\|18.30\|17.85\|439976;2026-09-09\|17.80\|-1.71\|18.16\|18.40\|17.70\|377986;2026-09-10\|17.97\|0.96\|17.75\|18.09\|17.43\|343636;2026-09-11\|17.41\|-3.12\|17.88\|17.95\|17.21\|381866;2026-09-14\|17.95\|3.10\|17.21\|18.17\|17.05\|405184;2026-09-15\|18.16\|1.17\|17.91\|18.47\|17.81\|398793;2026-09-16\|18.14\|-0.11\|18.14\|18.44\|17.88\|387423;2026-09-17\|17.95\|-1.05\|18.08\|18.53\|17.84\|379437;2026-09-18\|18.25\|1.67\|18.23\|18.48\|17.91\|452735
111654	韩国无水氢氟酸生产商将大幅上调产品价格	氟化工+在建项目+业绩增长行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日互动易，公司依托氟化工产业优势，向含氟锂电材料、含氟高性能聚合物、含氟高纯电子化学品等领域拓展，已实施第四代制冷剂及新型环保发泡剂中试、聚全氟乙丙烯及聚偏氟乙烯、六氟磷酸锂等重点项目，前述项目处于在建或试生产过程中。 2、据2026年4月28日公告，公司2026年一季度实现营收13.98亿元，同比增长15.36%；归母净利润5.06亿元，同比增长26.29%。 3、据2026年5月18日互动易，公司2026年度HCFCs、HFCs主要产品生产配额合计为12.98万吨。	1、氟制冷剂的专业制造商，氢氟烃制冷剂HFC-134a龙头； 2、合资公司盛美锂电（持股49%）年产3000t/a双氟磺酰亚胺锂（LiFSI）项目，一期为500t/a，已开始试生产；公司6000t/a六氟磷酸锂（LiPF6）项目预计于2024年一季度进入试生产	2026-05-15\|62.49\|2.41\|63.20\|65.75\|62.04\|234452;2026-05-18\|58.00\|-7.19\|62.71\|62.94\|57.78\|204138;2026-05-19\|55.10\|-5.00\|57.00\|57.50\|53.80\|175218;2026-05-20\|56.11\|1.83\|55.13\|57.05\|53.73\|137457;2026-05-21\|55.03\|-1.92\|56.14\|57.26\|54.91\|95767;2026-05-22\|60.53\|9.99\|55.98\|60.53\|55.20\|154722;2026-05-25\|60.61\|0.13\|61.74\|62.20\|60.01\|153347;2026-05-26\|61.70\|1.80\|60.01\|62.73\|59.52\|142767;2026-05-27\|60.30\|-2.27\|61.15\|63.68\|59.90\|118392;2026-05-28\|59.15\|-1.91\|60.40\|61.86\|58.00\|104188;2026-05-29\|57.51\|-2.77\|59.30\|59.35\|57.28\|80299;2026-06-01\|61.42\|6.80\|58.32\|62.26\|58.26\|152228;2026-06-02\|61.05\|-0.60\|61.88\|63.00\|60.18\|113691;2026-06-03\|61.33\|0.46\|60.88\|63.15\|59.66\|133030;2026-06-04\|58.80\|-2.21\|59.17\|59.53\|58.08\|90260;2026-06-05\|60.24\|2.45\|58.18\|61.70\|57.77\|121932;2026-06-08\|58.00\|-3.72\|58.66\|61.81\|57.58\|116978;2026-06-09\|56.68\|-2.28\|58.60\|58.99\|55.90\|96261;2026-06-10\|60.70\|7.09\|55.51\|61.45\|55.47\|168839;2026-06-11\|61.10\|0.66\|60.57\|61.65\|58.71\|141866;2026-06-12\|63.58\|4.06\|61.79\|64.64\|61.50\|195480;2026-06-15\|67.29\|5.84\|67.99\|68.41\|63.95\|225833;2026-06-16\|66.81\|-0.71\|66.50\|68.18\|65.03\|175524;2026-06-17\|68.95\|3.20\|66.15\|68.98\|65.03\|181435;2026-06-18\|65.43\|-5.11\|68.27\|68.66\|64.64\|171111;2026-06-22\|69.48\|6.19\|64.88\|70.77\|63.89\|207017;2026-06-23\|65.57\|-5.63\|69.25\|69.25\|65.03\|141866;2026-06-24\|69.16\|5.48\|64.95\|69.96\|64.90\|181354;2026-06-25\|67.36\|-2.60\|68.80\|71.00\|66.70\|156861;2026-06-26\|66.09\|-1.89\|67.00\|69.05\|65.43\|121519;2026-06-29\|68.99\|4.39\|68.70\|71.99\|65.25\|216286;2026-06-30\|75.89\|10.00\|68.40\|75.89\|67.00\|324463;2026-07-01\|83.48\|10.00\|81.00\|83.48\|80.99\|432764;2026-07-02\|83.48\|0.00\|81.09\|87.20\|76.00\|542465;2026-07-03\|75.13\|-10.00\|80.00\|83.86\|75.13\|399059;2026-07-06\|71.45\|-4.90\|75.15\|76.07\|71.01\|257512;2026-07-07\|70.29\|-1.62\|70.58\|73.30\|69.70\|158315;2026-07-08\|66.97\|-4.72\|70.29\|71.58\|66.80\|199686;2026-07-09\|66.78\|-0.28\|67.25\|68.79\|65.00\|183919;2026-07-10\|62.05\|-7.08\|66.82\|67.96\|61.97\|272672;2026-07-13\|63.32\|2.05\|60.98\|63.78\|60.01\|189690;2026-07-14\|63.68\|0.57\|63.00\|64.33\|61.41\|160854;2026-07-15\|64.50\|1.29\|63.68\|66.17\|62.45\|156400;2026-07-16\|60.79\|-5.75\|64.00\|65.45\|60.50\|147684;2026-07-17\|59.68\|-1.83\|60.79\|62.96\|59.38\|121368;2026-07-20\|58.17\|-2.53\|59.99\|60.68\|57.10\|148724;2026-07-21\|59.76\|2.73\|58.00\|60.68\|57.11\|131128;2026-07-22\|57.90\|-3.11\|59.12\|59.49\|57.55\|99538;2026-07-23\|62.11\|7.27\|57.90\|62.68\|57.90\|157856;2026-07-24\|60.10\|-3.24\|60.99\|61.50\|59.88\|92898;2026-07-27\|60.21\|0.18\|59.92\|60.90\|59.20\|63786;2026-07-28\|57.67\|-4.22\|59.31\|59.49\|57.36\|93555;2026-07-29\|59.16\|2.58\|57.70\|60.50\|56.53\|111380;2026-07-30\|58.99\|-0.29\|59.08\|60.43\|58.13\|94542;2026-07-31\|60.30\|2.22\|59.98\|61.34\|58.62\|138160;2026-08-03\|60.32\|0.03\|59.66\|60.99\|59.30\|73517;2026-08-04\|61.63\|2.17\|60.33\|61.72\|60.02\|87893;2026-08-05\|63.03\|2.27\|61.48\|63.58\|61.20\|106357;2026-08-06\|65.75\|4.32\|62.71\|65.86\|62.48\|125233;2026-08-07\|65.30\|-0.68\|64.83\|65.63\|63.50\|98192;2026-08-10\|67.72\|3.71\|64.68\|68.68\|64.38\|125369;2026-08-11\|65.58\|-3.16\|67.06\|67.74\|65.50\|71898;2026-08-12\|64.39\|-1.81\|65.50\|65.57\|64.21\|63249;2026-08-13\|63.30\|-1.69\|64.39\|64.95\|62.91\|84493;2026-08-14\|62.37\|-1.47\|63.60\|63.65\|62.00\|56811;2026-08-17\|64.20\|2.93\|62.50\|64.37\|62.05\|63699;2026-08-18\|63.38\|-1.28\|64.00\|65.80\|62.92\|64758;2026-08-19\|61.53\|-2.92\|63.01\|64.12\|61.38\|55237;2026-08-20\|61.19\|-0.55\|61.54\|63.01\|61.00\|45546;2026-08-21\|61.45\|0.42\|61.17\|62.15\|60.92\|37877;2026-08-24\|59.90\|-2.52\|61.27\|61.89\|59.67\|57180;2026-08-25\|59.52\|-0.63\|58.00\|60.65\|57.01\|84580;2026-08-26\|58.69\|-1.39\|59.05\|60.14\|58.17\|73759;2026-08-27\|59.76\|1.82\|58.10\|59.95\|57.09\|110172;2026-08-28\|60.45\|1.15\|59.59\|61.00\|59.16\|89455;2026-08-31\|58.73\|-2.85\|59.51\|60.03\|57.70\|114739;2026-09-01\|59.18\|0.77\|58.14\|60.08\|58.00\|66718;2026-09-02\|58.50\|-1.15\|58.97\|59.11\|57.71\|52164;2026-09-03\|59.22\|1.23\|58.84\|59.64\|58.53\|47299;2026-09-04\|58.56\|-1.11\|59.48\|59.95\|58.31\|44876;2026-09-07\|58.49\|0.78\|58.39\|58.75\|57.39\|39870;2026-09-08\|59.48\|1.69\|58.30\|59.88\|58.12\|50688;2026-09-09\|59.32\|-0.27\|59.37\|59.88\|58.90\|27360;2026-09-10\|56.23\|-5.21\|59.18\|59.44\|56.04\|88528;2026-09-11\|53.11\|-5.55\|55.67\|55.70\|52.80\|93007;2026-09-14\|53.62\|0.96\|52.86\|53.86\|52.65\|37015;2026-09-15\|53.00\|-1.16\|53.60\|54.47\|52.92\|48489;2026-09-16\|51.68\|-2.49\|53.07\|53.35\|51.54\|86401;2026-09-17\|51.18\|-0.97\|51.68\|52.75\|51.12\|55387;2026-09-18\|51.14\|-0.08\|51.45\|51.70\|50.91\|65138
111653	韩国无水氢氟酸生产商将大幅上调产品价格	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头，产品可以用于液冷服务器制冷	2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476;2026-07-13\|41.96\|-3.36\|42.00\|43.20\|41.64\|708020;2026-07-14\|42.85\|2.12\|42.05\|43.09\|41.11\|522678;2026-07-15\|42.20\|-1.52\|42.85\|43.08\|41.50\|462120;2026-07-16\|39.98\|-5.26\|41.89\|41.98\|39.69\|584913;2026-07-17\|39.13\|-2.13\|39.87\|41.15\|38.81\|525822;2026-07-20\|37.90\|-3.14\|39.75\|39.99\|37.07\|571537;2026-07-21\|40.38\|6.54\|37.90\|40.40\|36.78\|610209;2026-07-22\|38.78\|-3.96\|39.98\|40.29\|38.50\|440164;2026-07-23\|40.83\|5.29\|38.78\|40.95\|38.42\|497588;2026-07-24\|39.78\|-2.57\|40.10\|40.75\|39.52\|378556;2026-07-27\|40.16\|0.96\|39.58\|40.40\|39.15\|323122;2026-07-28\|38.44\|-4.28\|39.50\|39.63\|38.24\|290436;2026-07-29\|39.11\|1.74\|38.42\|39.82\|37.23\|391326;2026-07-30\|39.61\|1.28\|38.95\|40.50\|38.88\|478932;2026-07-31\|39.52\|-0.23\|40.99\|41.28\|39.13\|446195;2026-08-03\|39.86\|0.86\|39.30\|40.43\|38.95\|262341;2026-08-04\|41.35\|3.74\|40.00\|41.61\|39.64\|426205;2026-08-05\|43.09\|4.21\|41.07\|43.20\|40.90\|469636;2026-08-06\|43.84\|1.74\|42.71\|43.99\|42.35\|403921;2026-08-07\|43.29\|-1.25\|43.54\|43.69\|42.74\|319395;2026-08-10\|44.26\|2.24\|43.00\|44.50\|43.00\|350773;2026-08-11\|42.22\|-4.61\|44.01\|44.44\|42.13\|363598;2026-08-12\|41.20\|-2.42\|42.09\|42.45\|40.89\|413366;2026-08-13\|41.32\|0.29\|41.20\|41.98\|40.81\|374369;2026-08-14\|40.77\|-1.33\|41.33\|41.60\|40.50\|266584;2026-08-17\|40.84\|0.17\|40.90\|41.30\|40.56\|317207;2026-08-18\|40.00\|-2.06\|40.75\|41.74\|39.40\|466236;2026-08-19\|38.80\|-3.00\|39.46\|40.69\|38.51\|380644;2026-08-20\|38.70\|-0.26\|39.01\|39.44\|38.52\|269526;2026-08-21\|38.70\|0.00\|38.51\|39.01\|38.10\|254295;2026-08-24\|37.82\|-2.27\|38.71\|38.95\|37.37\|250897;2026-08-25\|37.92\|0.26\|37.46\|38.20\|36.99\|289254;2026-08-26\|38.15\|0.61\|37.99\|38.55\|37.50\|256785;2026-08-27\|39.54\|3.64\|38.22\|39.68\|38.10\|384244;2026-08-28\|40.54\|2.53\|40.28\|40.81\|39.83\|487849;2026-08-31\|40.54\|0.00\|39.60\|40.80\|39.50\|347150;2026-09-01\|39.05\|-3.68\|40.54\|40.54\|39.00\|288236;2026-09-02\|38.03\|-2.61\|38.50\|38.85\|38.00\|232339;2026-09-03\|38.55\|1.37\|38.20\|38.85\|37.91\|241830;2026-09-04\|37.92\|-1.63\|38.61\|38.80\|37.61\|208373;2026-09-07\|37.95\|0.08\|38.00\|38.27\|37.51\|167132;2026-09-08\|38.23\|0.74\|38.00\|38.50\|37.65\|163743;2026-09-09\|38.40\|0.44\|37.93\|38.50\|37.90\|147415;2026-09-10\|37.00\|-3.65\|38.10\|38.19\|37.00\|223237;2026-09-11\|35.26\|-4.70\|36.68\|36.70\|34.99\|346399;2026-09-14\|35.06\|-0.57\|35.20\|35.37\|34.82\|190325;2026-09-15\|35.60\|1.54\|34.84\|36.14\|34.83\|200836;2026-09-16\|35.62\|0.06\|35.65\|35.84\|35.27\|143373;2026-09-17\|34.97\|-1.82\|35.88\|36.05\|34.85\|231757;2026-09-18\|34.74\|-0.66\|35.19\|35.31\|34.56\|322754
111652	金刚石散热应用爆发	CVD金刚石+培育钻石+油气进口替代公司原因： 1、据2026年1月22日投资者关系活动记录表，公司是国内设备规模优势明显的CVD金刚石厂商，拥有自主知识产权的MPCVD合成及加工设备技术和CVD金刚石生长工艺技术，目前已具备批量制备大尺寸（12英寸）金刚石衬底及薄膜的相关生产能力。 2、据2025年10月24日互动易，公司采用自主开发的MPCVD设备及工艺批量制备高品质大尺寸超纯CVD金刚石，可应用于珠宝首饰等消费领域。 3、据2025年3月28日年度报告，公司油气开采类产品打破国内高端齿进口格局，成为进口石油/天然气钻探用金刚石复合片高端齿的强劲对手。	复合超硬材料龙头，控股子公司天璇半导体专业从事CVD产业链相关技术研发及相关产品生产销售，包括MPCVD设备、CVD金刚石等产品研制	2026-05-15\|28.63\|-2.22\|29.34\|30.33\|28.03\|421184;2026-05-18\|30.43\|6.29\|28.58\|30.55\|28.47\|539987;2026-05-19\|29.71\|-2.37\|29.83\|30.14\|28.52\|430923;2026-05-20\|30.62\|3.06\|29.60\|30.72\|29.08\|437663;2026-05-21\|27.02\|-11.76\|30.38\|30.43\|26.92\|591608;2026-05-22\|32.42\|19.99\|28.00\|32.42\|27.99\|925029;2026-05-25\|37.21\|14.77\|33.32\|37.90\|31.61\|1013551;2026-05-26\|38.17\|2.58\|36.33\|39.39\|36.33\|951323;2026-05-27\|35.94\|-5.84\|37.05\|37.67\|35.56\|630906;2026-05-28\|43.13\|20.01\|36.06\|43.13\|35.36\|612873;2026-05-29\|45.25\|4.92\|48.89\|49.95\|44.90\|1279557;2026-06-01\|44.85\|-0.88\|45.91\|48.67\|44.16\|746159;2026-06-02\|47.71\|6.38\|44.00\|49.15\|42.20\|952600;2026-06-03\|51.30\|7.52\|45.52\|52.31\|45.52\|1068713;2026-06-04\|51.38\|0.16\|49.50\|51.88\|48.71\|786081;2026-06-05\|47.50\|-7.55\|51.50\|54.21\|46.91\|843986;2026-06-08\|45.00\|-5.26\|44.88\|46.96\|43.80\|597227;2026-06-09\|44.80\|-0.44\|46.79\|46.95\|43.60\|569449;2026-06-10\|42.10\|-6.03\|44.00\|44.89\|41.44\|547555;2026-06-11\|41.60\|-1.19\|42.03\|43.45\|40.71\|449759;2026-06-12\|39.71\|-3.85\|41.99\|44.31\|39.46\|623030;2026-06-15\|42.91\|8.06\|40.34\|43.38\|38.70\|627519;2026-06-16\|44.14\|2.87\|43.01\|45.14\|42.12\|717674;2026-06-17\|45.38\|2.81\|43.00\|46.77\|42.61\|742811;2026-06-18\|47.90\|5.55\|46.75\|51.78\|46.46\|877090;2026-06-22\|57.48\|20.00\|56.54\|57.48\|53.21\|1084672;2026-06-23\|56.99\|-0.85\|60.01\|61.35\|56.02\|1229256;2026-06-24\|59.60\|4.58\|55.00\|60.33\|53.53\|859954;2026-06-25\|62.00\|4.03\|58.41\|66.00\|55.60\|903613;2026-06-26\|57.38\|-7.45\|60.00\|61.37\|56.68\|632348;2026-06-29\|53.96\|-5.96\|57.10\|57.50\|52.36\|566130;2026-06-30\|59.43\|10.14\|53.96\|59.79\|52.18\|669378;2026-07-01\|54.53\|-8.24\|61.00\|61.40\|54.18\|682012;2026-07-02\|57.55\|5.54\|50.90\|61.40\|49.97\|846404;2026-07-03\|54.65\|-5.04\|56.98\|57.30\|52.40\|539987;2026-07-06\|57.42\|5.07\|55.31\|60.62\|54.42\|612921;2026-07-07\|55.40\|-3.52\|56.39\|59.98\|54.89\|588297;2026-07-08\|50.51\|-8.83\|55.35\|58.00\|50.49\|572932;2026-07-09\|50.67\|0.32\|49.92\|51.68\|47.38\|569983;2026-07-10\|48.25\|-4.78\|50.00\|52.75\|48.23\|459111;2026-07-13\|42.70\|-11.50\|47.05\|48.05\|42.46\|425523;2026-07-14\|45.14\|5.71\|43.23\|46.45\|42.79\|388529;2026-07-15\|42.33\|-6.23\|46.01\|47.36\|42.12\|319209;2026-07-16\|39.46\|-6.78\|41.37\|43.10\|39.00\|289785;2026-07-17\|36.08\|-8.57\|39.70\|40.00\|35.64\|364400;2026-07-20\|32.75\|-9.23\|38.08\|38.72\|31.70\|401377;2026-07-21\|36.83\|12.46\|33.01\|36.86\|28.84\|519959;2026-07-22\|35.92\|-2.47\|36.11\|37.99\|35.48\|393035;2026-07-23\|36.47\|1.53\|36.64\|38.52\|35.80\|358357;2026-07-24\|34.73\|-4.77\|35.51\|36.25\|34.30\|254060;2026-07-27\|36.09\|3.92\|35.05\|36.13\|33.61\|280354;2026-07-28\|33.00\|-8.56\|35.69\|35.91\|32.60\|289024;2026-07-29\|32.37\|-1.91\|32.99\|33.55\|30.70\|346016;2026-07-30\|29.32\|-9.42\|32.12\|32.33\|28.58\|356243;2026-07-31\|29.52\|0.68\|31.23\|32.17\|29.50\|391593;2026-08-03\|28.62\|-3.05\|29.57\|29.79\|28.40\|275740;2026-08-04\|30.56\|6.78\|29.05\|30.86\|28.70\|283360;2026-08-05\|33.73\|10.37\|30.97\|34.20\|30.49\|458474;2026-08-06\|35.00\|3.77\|33.30\|35.71\|32.77\|494570;2026-08-07\|36.92\|5.49\|35.19\|37.49\|34.73\|497994;2026-08-10\|35.96\|-2.60\|36.94\|37.17\|34.88\|390402;2026-08-11\|35.73\|-0.64\|35.99\|36.63\|34.86\|298146;2026-08-12\|36.62\|2.49\|36.00\|37.10\|35.63\|304679;2026-08-13\|35.96\|-1.80\|37.06\|37.68\|35.88\|317972;2026-08-14\|36.99\|2.86\|36.38\|37.37\|35.70\|267597;2026-08-17\|39.82\|7.65\|38.04\|40.33\|37.52\|577667;2026-08-18\|39.12\|-1.76\|40.80\|40.98\|38.03\|531679;2026-08-19\|35.78\|-8.54\|37.12\|37.93\|35.39\|499603;2026-08-20\|34.78\|-2.79\|36.14\|36.22\|34.33\|341958;2026-08-21\|35.77\|2.85\|34.40\|36.25\|33.88\|269228;2026-08-24\|34.66\|-3.10\|35.89\|36.04\|33.53\|246144;2026-08-25\|35.65\|2.86\|34.17\|36.25\|33.10\|360448;2026-08-26\|34.67\|-2.75\|35.65\|35.80\|33.50\|287455;2026-08-27\|37.47\|8.08\|34.73\|37.59\|34.73\|452002;2026-08-28\|36.28\|-3.18\|37.64\|38.00\|36.21\|345416;2026-08-31\|37.18\|2.48\|35.50\|37.27\|35.32\|269525;2026-09-01\|35.64\|-4.14\|37.63\|37.65\|35.01\|310830;2026-09-02\|35.28\|-1.01\|35.01\|37.60\|34.77\|493086;2026-09-03\|37.85\|7.28\|35.99\|38.60\|35.54\|786158;2026-09-04\|36.69\|-3.06\|38.42\|39.80\|36.10\|670794;2026-09-07\|38.59\|5.18\|36.18\|38.91\|34.80\|636665;2026-09-08\|39.41\|2.12\|38.99\|40.80\|37.69\|667826;2026-09-09\|42.30\|7.33\|40.01\|42.80\|38.73\|756576;2026-09-10\|39.99\|-5.46\|41.00\|42.50\|39.69\|603900;2026-09-11\|40.43\|1.10\|38.40\|40.94\|38.40\|483231;2026-09-14\|43.36\|7.25\|39.61\|44.57\|38.50\|674463;2026-09-15\|41.78\|-3.64\|43.01\|43.10\|41.70\|535068;2026-09-16\|43.45\|4.00\|41.98\|44.36\|41.85\|564554;2026-09-17\|44.59\|2.62\|43.59\|45.70\|42.51\|604694;2026-09-18\|45.34\|1.68\|44.61\|45.50\|43.55\|545392
111651	金刚石散热应用爆发	金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	1、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货； 2、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务；公司在卫星火箭等航天特种轴承领域具有优势地位	2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774;2026-07-13\|56.48\|-10.01\|63.00\|63.33\|56.48\|193773;2026-07-14\|57.77\|2.28\|56.93\|58.60\|54.01\|152164;2026-07-15\|57.40\|-0.64\|58.30\|59.89\|57.05\|116290;2026-07-16\|54.80\|-4.53\|56.40\|57.88\|54.36\|105080;2026-07-17\|50.77\|-7.35\|54.80\|60.10\|50.32\|260264;2026-07-20\|49.73\|-2.05\|52.25\|53.80\|48.25\|249912;2026-07-21\|52.00\|4.56\|50.56\|52.30\|44.99\|242325;2026-07-22\|47.82\|-8.04\|51.21\|51.99\|47.18\|203991;2026-07-23\|48.38\|1.17\|48.20\|49.17\|46.50\|164349;2026-07-24\|47.70\|-1.41\|47.00\|48.30\|46.05\|120714;2026-07-27\|49.16\|3.06\|47.48\|49.19\|46.44\|112988;2026-07-28\|47.11\|-4.17\|48.00\|49.08\|46.10\|108337;2026-07-29\|45.30\|-3.84\|46.88\|47.40\|43.48\|135268;2026-07-30\|40.77\|-10.00\|45.61\|46.20\|40.77\|155563;2026-07-31\|42.14\|3.36\|42.50\|44.66\|42.03\|167045;2026-08-03\|41.50\|-1.52\|42.14\|42.71\|40.68\|103117;2026-08-04\|43.57\|4.99\|41.64\|43.89\|41.16\|106760;2026-08-05\|45.35\|4.09\|43.55\|46.80\|43.21\|135831;2026-08-06\|46.29\|2.07\|44.77\|47.26\|44.17\|128163;2026-08-07\|47.35\|2.29\|46.63\|47.82\|45.21\|140301;2026-08-10\|46.88\|-0.99\|48.29\|48.47\|45.58\|118725;2026-08-11\|46.45\|-0.92\|46.40\|48.18\|45.47\|82899;2026-08-12\|47.73\|2.76\|46.44\|48.38\|46.08\|111893;2026-08-13\|46.54\|-2.49\|48.15\|48.85\|46.49\|89599;2026-08-14\|47.30\|1.63\|46.46\|48.10\|45.61\|96962;2026-08-17\|50.93\|7.67\|47.33\|51.50\|47.31\|190919;2026-08-18\|52.08\|2.26\|51.50\|52.50\|50.03\|191787;2026-08-19\|47.88\|-8.06\|50.32\|50.88\|47.15\|181475;2026-08-20\|48.00\|0.25\|48.06\|48.97\|46.99\|116513;2026-08-21\|49.21\|2.52\|47.29\|50.78\|46.50\|121765;2026-08-24\|47.80\|-2.87\|49.43\|49.73\|46.23\|96865;2026-08-25\|49.73\|4.04\|46.70\|50.00\|46.07\|121577;2026-08-26\|49.07\|-1.33\|49.60\|51.75\|47.70\|87478;2026-08-27\|52.45\|6.89\|49.07\|52.79\|49.00\|142343;2026-08-28\|52.46\|0.02\|52.30\|54.46\|52.00\|116307;2026-08-31\|53.24\|1.49\|50.99\|53.36\|50.99\|84168;2026-09-01\|51.78\|-2.74\|53.78\|53.78\|51.50\|85308;2026-09-02\|51.04\|-1.43\|51.43\|52.38\|50.31\|63579;2026-09-03\|53.20\|4.23\|51.59\|53.59\|50.91\|122743;2026-09-04\|50.93\|-4.27\|53.50\|53.98\|50.66\|118565;2026-09-07\|51.61\|1.34\|51.00\|52.50\|50.21\|86065;2026-09-08\|54.04\|4.71\|52.01\|55.50\|51.22\|154853;2026-09-09\|59.44\|9.99\|54.22\|59.44\|54.22\|214720;2026-09-10\|59.04\|-0.67\|60.50\|60.89\|58.65\|230969;2026-09-11\|57.30\|-2.95\|58.83\|58.85\|55.55\|169660;2026-09-14\|60.00\|4.71\|57.30\|61.65\|55.80\|204758;2026-09-15\|59.28\|-1.20\|58.81\|60.00\|57.50\|133994;2026-09-16\|61.41\|3.59\|58.68\|62.20\|58.58\|159769;2026-09-17\|63.86\|3.99\|61.01\|64.68\|60.56\|195982;2026-09-18\|64.23\|0.58\|63.78\|64.99\|62.79\|148536
111650	金刚石散热应用爆发	投资GPU公司+培育钻石+家居用品+出口 1、据2025年11月25日互动易，海飞科专注于GPU芯片研发及并行计算软件生态构建，公司对其投资属于战略性布局，对公司经营业绩不构成重大影响。据2026年5月26日异动公告，公司关注到部分媒体报道公司涉及芯片相关概念，经自查，截至公告披露日，公司持有海飞科珠海信息技术有限公司0.8928%股份，持股占比极小，该投资系财务性投资，公司未参与其日常经营管理，不构成控制或重大影响。 2、据2025年1月28日互动易，恒林子公司河南闪耀钻石有限公司经营范围包括珠宝首饰制造、非金属矿物制品制造、有色金属合金制造、金属工具制造等。公司研产销的产品包括培育钻石、大尺寸金刚石单晶片等，其营收占比很低，不构成业绩重大影响。 3、公司专注于办公、软体、板式家居、新材料地板等大家居领域，境外营收占比达92.74%。	跨界布局培育钻石的家居龙头，通过子公司河南闪耀钻石开展业务；产品涵盖培育钻石饰品、大尺寸金刚石单晶片及金刚石单晶刀具，聚焦“家居+珠宝”融合场景，推出适配日常佩戴与家居装饰的定制化产品	2026-05-15\|27.53\|-1.29\|27.81\|27.89\|27.41\|13641;2026-05-18\|27.24\|-1.05\|27.52\|27.52\|26.87\|10305;2026-05-19\|27.34\|0.37\|27.31\|27.45\|27.00\|7625;2026-05-20\|26.88\|-1.68\|27.30\|27.30\|26.71\|8417;2026-05-21\|29.57\|10.01\|27.04\|29.57\|26.91\|39689;2026-05-22\|32.53\|10.01\|32.53\|32.53\|32.53\|17971;2026-05-25\|35.78\|9.99\|35.78\|35.78\|35.78\|13699;2026-05-26\|37.47\|4.72\|39.36\|39.36\|37.14\|146881;2026-05-27\|33.72\|-10.01\|34.70\|35.88\|33.72\|47763;2026-05-28\|32.95\|-2.28\|30.77\|34.43\|30.35\|114368;2026-05-29\|31.24\|-5.19\|33.55\|34.58\|30.95\|90008;2026-06-01\|31.39\|0.48\|30.68\|31.81\|29.71\|67567;2026-06-02\|33.70\|7.36\|31.17\|34.53\|31.09\|79019;2026-06-03\|34.09\|1.16\|34.04\|36.06\|32.96\|69789;2026-06-04\|36.41\|6.81\|33.67\|37.50\|33.67\|105977;2026-06-05\|34.68\|-4.75\|35.72\|36.44\|34.30\|76440;2026-06-08\|32.99\|-4.87\|33.21\|34.40\|32.38\|47530;2026-06-09\|33.41\|1.27\|33.00\|33.68\|31.81\|46753;2026-06-10\|36.75\|10.00\|33.31\|36.75\|33.10\|64666;2026-06-11\|36.17\|-1.58\|36.06\|37.40\|35.46\|78462;2026-06-12\|35.44\|-2.02\|36.52\|37.00\|35.24\|47357;2026-06-15\|34.58\|-2.43\|35.86\|35.90\|34.06\|50151;2026-06-16\|33.68\|-2.60\|34.36\|34.77\|33.45\|71740;2026-06-17\|33.64\|-0.12\|33.00\|34.18\|32.40\|65531;2026-06-18\|32.48\|-3.45\|33.43\|34.17\|32.46\|52795;2026-06-22\|35.73\|10.01\|32.70\|35.73\|32.68\|77183;2026-06-23\|35.55\|-0.50\|36.02\|36.79\|34.93\|87043;2026-06-24\|33.91\|-4.61\|35.10\|35.30\|33.19\|65375;2026-06-25\|37.30\|10.00\|35.00\|37.30\|35.00\|43700;2026-06-26\|40.06\|7.40\|38.39\|41.03\|37.28\|142498;2026-06-29\|39.30\|-1.90\|38.50\|40.18\|37.98\|82175;2026-06-30\|40.00\|1.78\|38.61\|40.93\|38.16\|78255;2026-07-01\|41.40\|3.50\|40.00\|43.20\|39.50\|80511;2026-07-02\|39.68\|-4.15\|40.00\|41.85\|39.60\|60947;2026-07-03\|39.80\|0.30\|39.80\|39.88\|37.68\|80925;2026-07-06\|36.88\|-7.34\|40.36\|40.82\|36.81\|58005;2026-07-07\|38.79\|5.18\|36.98\|39.95\|36.08\|52643;2026-07-08\|42.67\|10.00\|38.77\|42.67\|38.38\|124047;2026-07-09\|40.30\|-5.55\|41.25\|41.97\|39.18\|103475;2026-07-10\|38.10\|-5.46\|40.16\|40.16\|37.77\|64033;2026-07-13\|34.52\|-9.40\|37.34\|37.75\|34.29\|65549;2026-07-14\|34.61\|0.26\|33.97\|35.24\|33.76\|41615;2026-07-15\|32.45\|-6.24\|34.69\|34.69\|32.21\|37896;2026-07-16\|31.74\|-2.19\|32.23\|32.62\|31.58\|26825;2026-07-17\|28.76\|-9.39\|31.62\|31.78\|28.57\|38581;2026-07-20\|27.35\|-4.90\|28.79\|29.65\|26.93\|34811;2026-07-21\|28.28\|3.40\|27.80\|28.32\|26.00\|43099;2026-07-22\|28.00\|-0.99\|27.80\|28.68\|27.78\|26322;2026-07-23\|28.30\|1.07\|28.05\|28.67\|27.80\|23110;2026-07-24\|27.33\|-3.43\|28.26\|28.26\|27.22\|15692;2026-07-27\|27.90\|2.09\|27.19\|27.92\|27.01\|14447;2026-07-28\|27.83\|-0.25\|27.50\|28.10\|27.36\|16233;2026-07-29\|28.60\|2.77\|28.10\|28.85\|27.72\|24725;2026-07-30\|27.20\|-4.90\|28.42\|28.90\|27.11\|24372;2026-07-31\|28.00\|2.94\|27.65\|28.29\|27.60\|22466;2026-08-03\|28.63\|2.25\|28.00\|28.65\|28.00\|14349;2026-08-04\|31.49\|9.99\|28.82\|31.49\|28.79\|30208;2026-08-05\|31.89\|1.27\|31.41\|32.40\|31.20\|40444;2026-08-06\|31.55\|-1.07\|31.73\|32.00\|31.02\|21959;2026-08-07\|32.02\|1.49\|31.50\|32.29\|31.06\|21501;2026-08-10\|32.15\|0.41\|32.20\|32.32\|31.73\|19009;2026-08-11\|31.83\|-1.00\|32.00\|32.15\|31.53\|14294;2026-08-12\|32.34\|1.60\|31.82\|32.74\|31.60\|19463;2026-08-13\|31.90\|-1.36\|32.34\|32.51\|31.82\|18077;2026-08-14\|31.88\|-0.06\|32.00\|32.22\|31.50\|11089;2026-08-17\|33.06\|3.70\|31.88\|33.13\|31.58\|40491;2026-08-18\|34.47\|4.26\|32.85\|35.79\|32.85\|46161;2026-08-19\|32.86\|-4.67\|34.18\|34.31\|32.60\|27599;2026-08-20\|32.47\|-1.19\|33.02\|33.45\|32.47\|17704;2026-08-21\|33.00\|1.63\|32.32\|33.30\|31.82\|15505;2026-08-24\|32.81\|-0.58\|32.90\|34.20\|32.00\|17718;2026-08-25\|32.74\|-0.21\|32.65\|32.97\|32.30\|13351;2026-08-26\|31.87\|-2.66\|32.70\|32.83\|31.83\|17136;2026-08-27\|31.50\|-1.16\|31.53\|31.94\|30.04\|34875;2026-08-28\|30.87\|-2.00\|31.40\|31.70\|30.73\|18331;2026-08-31\|31.73\|2.79\|30.77\|32.65\|30.70\|26984;2026-09-01\|31.01\|-2.27\|31.40\|31.70\|31.00\|13979;2026-09-02\|30.21\|-2.58\|30.78\|30.81\|30.09\|11681;2026-09-03\|31.48\|4.20\|30.21\|32.32\|30.08\|28653;2026-09-04\|30.78\|-2.22\|31.37\|32.88\|30.60\|26457;2026-09-07\|31.36\|1.88\|30.65\|31.46\|30.53\|18693;2026-09-08\|32.50\|3.64\|31.33\|33.80\|31.12\|39749;2026-09-09\|31.17\|-4.09\|32.32\|32.43\|30.96\|30372;2026-09-10\|31.20\|0.10\|30.96\|31.61\|30.66\|19096;2026-09-11\|30.70\|-1.60\|31.21\|31.27\|30.07\|18577;2026-09-14\|33.28\|8.40\|30.34\|33.77\|29.95\|102133;2026-09-15\|31.24\|-6.13\|33.00\|33.09\|31.15\|73408;2026-09-16\|31.18\|-0.19\|30.89\|31.70\|30.62\|29290;2026-09-17\|31.33\|0.48\|30.82\|31.41\|30.51\|21813;2026-09-18\|32.62\|4.12\|31.67\|33.85\|31.67\|50749
111649	金刚石散热应用爆发	培育钻石+CVD金刚石+热电联产+业绩增长行业原因：英特尔CEO陈立武近日表示，投资了一家人造金刚石晶圆公司，看好钻石作为散热材料在芯片封装领域的应用潜力。公司原因： 1、据2026年6月3日业绩说明会公告，公司CVD金刚石业务已完成200台新一代MPCVD设备安装调试，产能将陆续释放，已形成“设备制造-生长-后道加工”全产业链布局，培育钻石良品率达80%、功能性材料良品率达90%。 2、据2026年5月27日异常波动公告，公司关注到市场对培育钻石概念关注度较高，金刚石具备高热导率，散热是其重要应用场景，公司保持密切关注。 3、据2026年4月16日年报，公司主营热电联产，是龙游经济开发区最早投产的区域性公用热电企业，2025年营收10.21亿元同比增25.39%；据2026年一季报，2026年第一季度营收3.13亿元，同比增长39.75%。	公司采用MPCVD技术生产20×20毫米金刚石，导热性能优于陶瓷，目标切入高功率芯片、GPU散热市场	2026-05-15\|21.57\|-3.71\|22.37\|22.50\|21.46\|54505;2026-05-18\|21.23\|-1.58\|21.43\|21.52\|20.98\|41665;2026-05-19\|21.83\|2.83\|21.23\|22.08\|21.03\|45628;2026-05-20\|21.09\|-3.39\|21.70\|21.79\|20.90\|36733;2026-05-21\|20.09\|-4.74\|20.99\|21.14\|20.08\|45163;2026-05-22\|22.10\|10.01\|20.23\|22.10\|20.13\|51351;2026-05-25\|24.31\|10.00\|22.10\|24.31\|22.10\|197324;2026-05-26\|25.90\|6.54\|24.66\|26.70\|23.84\|302571;2026-05-27\|25.62\|-1.08\|25.00\|26.65\|24.61\|248973;2026-05-28\|28.18\|9.99\|25.50\|28.18\|25.00\|293405;2026-05-29\|30.29\|7.49\|28.01\|31.00\|26.66\|371389;2026-06-01\|27.26\|-10.00\|28.75\|29.00\|27.26\|149433;2026-06-02\|25.71\|-4.64\|25.00\|27.00\|24.26\|256506;2026-06-03\|28.28\|10.00\|25.00\|28.28\|25.00\|222654;2026-06-04\|28.51\|0.81\|28.80\|30.25\|27.72\|327336;2026-06-05\|26.16\|-8.24\|28.42\|28.49\|25.66\|227270;2026-06-08\|26.31\|0.57\|25.00\|27.65\|24.41\|194442;2026-06-09\|26.15\|-0.61\|26.20\|26.35\|25.10\|150057;2026-06-10\|24.84\|-5.01\|26.00\|26.08\|24.44\|130196;2026-06-11\|24.15\|-2.78\|24.04\|25.68\|23.92\|118772;2026-06-12\|25.86\|7.08\|24.26\|26.57\|24.26\|265910;2026-06-15\|25.78\|-0.31\|25.92\|26.60\|25.37\|196213;2026-06-16\|25.03\|-2.91\|25.41\|25.77\|24.44\|136308;2026-06-17\|24.23\|-3.20\|24.86\|25.03\|23.94\|137925;2026-06-18\|24.03\|-0.83\|24.10\|25.58\|23.65\|167265;2026-06-22\|26.43\|9.99\|25.00\|26.43\|25.00\|162160;2026-06-23\|29.07\|9.99\|27.99\|29.07\|27.18\|274230;2026-06-24\|30.51\|4.95\|28.30\|31.90\|26.73\|318749;2026-06-25\|30.17\|-1.11\|29.80\|31.68\|28.36\|258971;2026-06-26\|28.36\|-6.00\|29.00\|29.62\|28.22\|168602;2026-06-29\|27.55\|-2.86\|28.36\|29.25\|26.83\|151549;2026-06-30\|27.61\|0.22\|27.40\|28.24\|26.36\|135280;2026-07-01\|27.87\|0.94\|27.51\|28.16\|26.86\|149999;2026-07-02\|29.30\|5.13\|26.92\|29.48\|26.85\|222924;2026-07-03\|26.37\|-10.00\|28.70\|28.75\|26.37\|170608;2026-07-06\|25.47\|-3.41\|25.00\|26.54\|24.31\|112752;2026-07-07\|24.86\|-2.40\|24.70\|26.06\|24.46\|81558;2026-07-08\|22.37\|-10.02\|24.50\|24.98\|22.37\|79503;2026-07-09\|21.81\|-2.50\|21.38\|23.35\|20.13\|153150;2026-07-10\|20.51\|-5.96\|21.40\|21.50\|20.51\|109093;2026-07-13\|19.14\|-6.68\|20.26\|20.60\|19.06\|94311;2026-07-14\|19.15\|0.05\|19.00\|19.47\|18.61\|67005;2026-07-15\|18.73\|-2.19\|19.27\|19.43\|18.63\|55079;2026-07-16\|17.83\|-4.81\|18.68\|18.83\|17.74\|73491;2026-07-17\|16.92\|-5.10\|17.66\|18.18\|16.73\|75174;2026-07-20\|16.28\|-3.78\|16.94\|17.39\|15.95\|86367;2026-07-21\|16.59\|1.90\|16.39\|16.67\|14.97\|89864;2026-07-22\|16.34\|-1.51\|16.30\|16.70\|16.07\|60198;2026-07-23\|16.88\|3.30\|16.34\|16.95\|16.27\|85975;2026-07-24\|15.93\|-5.63\|16.49\|16.59\|15.91\|66160;2026-07-27\|16.63\|4.39\|15.81\|16.65\|15.80\|63203;2026-07-28\|16.54\|-0.54\|16.49\|17.13\|16.26\|54722;2026-07-29\|16.58\|0.24\|16.55\|16.76\|16.03\|60252;2026-07-30\|16.02\|-3.38\|16.50\|16.80\|15.88\|59542;2026-07-31\|16.68\|4.12\|16.30\|16.88\|16.29\|70374;2026-08-03\|17.15\|2.82\|16.66\|17.16\|16.56\|52615;2026-08-04\|17.52\|2.16\|17.34\|17.58\|17.11\|52816;2026-08-05\|18.08\|3.20\|17.49\|18.26\|17.33\|67876;2026-08-06\|18.25\|0.94\|17.99\|18.25\|17.73\|55952;2026-08-07\|18.45\|1.10\|18.16\|18.45\|17.81\|55213;2026-08-10\|18.51\|0.33\|18.55\|18.69\|18.06\|41893;2026-08-11\|18.35\|-0.86\|18.41\|18.59\|18.28\|30100;2026-08-12\|18.50\|0.82\|18.37\|18.63\|18.21\|38875;2026-08-13\|18.31\|-1.03\|18.50\|18.73\|18.31\|39729;2026-08-14\|18.25\|-0.33\|18.31\|18.55\|18.02\|36668;2026-08-17\|18.98\|4.00\|18.41\|18.98\|18.22\|52575;2026-08-18\|18.75\|-1.21\|18.96\|19.10\|18.44\|39627;2026-08-19\|17.87\|-4.69\|18.75\|18.77\|17.82\|39289;2026-08-20\|17.71\|-0.90\|17.90\|18.19\|17.63\|28925;2026-08-21\|17.79\|0.45\|17.67\|17.88\|17.36\|27678;2026-08-24\|17.35\|-2.47\|17.87\|17.87\|17.08\|33811;2026-08-25\|17.45\|0.58\|17.20\|17.58\|16.92\|31920;2026-08-26\|17.50\|0.29\|17.41\|17.63\|17.17\|27791;2026-08-27\|18.40\|5.14\|17.81\|18.40\|17.59\|50106;2026-08-28\|17.95\|-2.45\|18.20\|18.55\|17.94\|50656;2026-08-31\|17.70\|-1.39\|17.62\|17.78\|17.45\|31799;2026-09-01\|17.90\|1.13\|17.85\|18.31\|17.63\|41079;2026-09-02\|18.57\|3.74\|17.72\|19.02\|17.56\|94586;2026-09-03\|20.43\|10.02\|18.50\|20.43\|18.50\|80336;2026-09-04\|22.47\|9.99\|22.47\|22.47\|22.47\|36196;2026-09-07\|24.41\|8.63\|23.62\|24.72\|21.62\|385205;2026-09-08\|25.05\|2.62\|24.02\|25.61\|22.71\|365033;2026-09-09\|24.00\|-4.19\|23.78\|26.30\|23.10\|316639;2026-09-10\|22.35\|-6.88\|23.42\|24.39\|22.12\|235886;2026-09-11\|21.45\|-4.03\|21.90\|22.35\|20.77\|194218;2026-09-14\|23.60\|10.02\|21.38\|23.60\|20.95\|157425;2026-09-15\|23.03\|-2.42\|24.99\|25.70\|22.85\|263997;2026-09-16\|23.02\|-0.04\|22.88\|23.72\|22.62\|195930;2026-09-17\|23.39\|1.61\|23.14\|23.69\|22.20\|213623;2026-09-18\|22.70\|-2.95\|23.33\|23.51\|22.50\|153102
111648	金刚石散热应用爆发	培育钻石+金刚石散热+许昌国资行业原因： 1、英特尔CEO陈立武近日公开表示，已投资一家金刚石晶圆公司，看好金刚石作为散热材料在芯片先进封装中的应用潜力， 2、据浙商证券6月27日研报，2026年至今多家培育钻龙头发布涨价函，价格普遍上调15%左右，当前原石供应持续偏紧。公司原因： 1、据2026年4月23日年报，公司主营业务为人造金刚石及金刚石制品，主要产品包括工业金刚石、培育钻石等，是超硬材料行业龙头以及唯一的全产业链布局企业。 2、据2026年4月23日年报，公司成功开发出多晶金刚石热沉片，导热性能指标达到国外同类产品水平，并计划推进其落地量产；据2026年5月22日互动易，子公司河南风优创材料技术有限公司的相关产品生产线已投产，相关设备陆续装机测试。 3、据2026年4月23日年报，公司控股股东为许昌市国有产业投资有限公司，最终控制人为许昌市财政局。	公司自主研发的“金刚石—碳化硅复合材料”项目取得重大阶段性成果，核心性能指标达到国际先进水平，成功破解了长期困扰半导体产业的热膨胀失配难题，为我国高端半导体散热技术自主可控提供了关键支撑	2026-05-15\|11.06\|-6.51\|11.59\|12.20\|10.97\|2826810;2026-05-18\|11.04\|-0.18\|10.77\|11.98\|10.77\|2148146;2026-05-19\|10.82\|-1.99\|11.01\|11.08\|10.43\|1586084;2026-05-20\|10.70\|-1.11\|10.73\|11.11\|10.50\|1245936;2026-05-21\|9.99\|-6.64\|10.71\|10.90\|9.95\|1423187;2026-05-22\|10.99\|10.01\|10.80\|10.99\|10.80\|784205;2026-05-25\|12.09\|10.01\|11.50\|12.09\|11.16\|1890117;2026-05-26\|13.30\|10.01\|12.74\|13.30\|12.60\|3095249;2026-05-27\|13.27\|-0.23\|13.30\|13.69\|13.00\|3225676;2026-05-28\|14.60\|10.02\|13.22\|14.60\|13.20\|1674918;2026-05-29\|14.08\|-3.56\|16.00\|16.06\|13.93\|4158502;2026-06-01\|13.47\|-4.33\|14.10\|14.45\|13.31\|2584150;2026-06-02\|13.90\|3.19\|13.44\|14.54\|12.91\|2880358;2026-06-03\|15.04\|8.20\|13.50\|15.29\|13.50\|3342104;2026-06-04\|14.48\|-3.72\|14.24\|14.80\|14.06\|2773791;2026-06-05\|13.43\|-7.25\|14.27\|14.65\|13.26\|2298351;2026-06-08\|12.56\|-6.48\|12.35\|13.17\|12.35\|1670937;2026-06-09\|12.85\|2.31\|12.85\|12.94\|12.29\|1585334;2026-06-10\|12.12\|-5.68\|12.75\|13.22\|11.89\|1650727;2026-06-11\|11.82\|-2.48\|12.00\|12.50\|11.65\|1411017;2026-06-12\|11.83\|0.08\|12.08\|13.00\|11.70\|2735376;2026-06-15\|12.42\|4.99\|11.86\|12.48\|11.28\|2139662;2026-06-16\|12.90\|3.86\|12.50\|13.13\|12.29\|2149625;2026-06-17\|13.30\|3.10\|12.90\|13.54\|12.70\|2192650;2026-06-18\|14.01\|5.34\|13.80\|14.63\|13.78\|3428335;2026-06-22\|15.41\|9.99\|15.41\|15.41\|14.97\|1548003;2026-06-23\|16.95\|9.99\|16.76\|16.95\|16.18\|3261659;2026-06-24\|17.10\|0.89\|16.55\|17.43\|15.75\|4092384;2026-06-25\|18.27\|6.84\|16.83\|18.81\|15.60\|4014682;2026-06-26\|16.65\|-8.87\|17.45\|17.78\|16.54\|2753445;2026-06-29\|16.16\|-2.94\|16.77\|17.00\|15.41\|2079671;2026-06-30\|16.80\|3.96\|16.00\|16.94\|15.63\|1994124;2026-07-01\|16.39\|-2.44\|16.66\|17.80\|16.07\|2030612;2026-07-02\|18.03\|10.01\|15.48\|18.03\|15.36\|2365568;2026-07-03\|16.86\|-6.49\|17.66\|17.76\|16.24\|2626424;2026-07-06\|18.55\|10.02\|17.00\|18.55\|16.67\|2882336;2026-07-07\|18.36\|-1.02\|17.99\|19.89\|17.96\|3610225;2026-07-08\|17.59\|-4.19\|18.42\|19.60\|17.46\|3176233;2026-07-09\|18.70\|6.31\|17.35\|19.24\|16.53\|3207840;2026-07-10\|17.00\|-9.09\|18.35\|19.80\|16.92\|3234494;2026-07-13\|15.30\|-10.00\|16.50\|17.17\|15.30\|1762490;2026-07-14\|15.23\|-0.46\|14.54\|15.55\|13.81\|1995072;2026-07-15\|14.07\|-7.62\|15.38\|15.71\|13.95\|1715624;2026-07-16\|12.88\|-8.46\|13.88\|14.04\|12.75\|1500171;2026-07-17\|11.89\|-7.69\|12.87\|13.08\|11.78\|1402928;2026-07-20\|10.70\|-10.01\|12.29\|12.57\|10.70\|1476954;2026-07-21\|11.49\|7.38\|10.76\|11.50\|9.63\|2150524;2026-07-22\|11.32\|-1.48\|11.25\|11.96\|11.12\|1672388;2026-07-23\|11.87\|4.86\|11.56\|12.45\|11.40\|2173008;2026-07-24\|11.03\|-7.08\|11.35\|11.63\|10.92\|1298504;2026-07-27\|11.45\|3.81\|11.05\|11.46\|10.59\|1206145;2026-07-28\|10.77\|-5.94\|11.21\|11.70\|10.67\|1176381;2026-07-29\|10.37\|-3.71\|10.96\|11.00\|10.00\|1258045;2026-07-30\|9.52\|-8.20\|10.15\|10.45\|9.38\|1309468;2026-07-31\|9.72\|2.10\|10.20\|10.29\|9.70\|1419374;2026-08-03\|9.59\|-1.34\|9.61\|9.92\|9.50\|897696;2026-08-04\|10.20\|6.36\|9.73\|10.24\|9.53\|1333981;2026-08-05\|11.22\|10.00\|10.06\|11.22\|10.05\|1544309;2026-08-06\|11.74\|4.63\|11.21\|11.96\|11.05\|2329150;2026-08-07\|12.18\|3.75\|11.74\|12.35\|11.56\|2104008;2026-08-10\|12.37\|1.56\|12.20\|12.43\|11.82\|1679050;2026-08-11\|12.34\|-0.24\|12.15\|12.55\|11.90\|1235815;2026-08-12\|12.47\|1.05\|12.48\|12.60\|12.13\|1312404;2026-08-13\|12.08\|-3.13\|12.71\|12.90\|12.06\|1401951;2026-08-14\|12.40\|2.65\|12.30\|12.49\|11.90\|1247149;2026-08-17\|13.64\|10.00\|12.50\|13.64\|12.50\|776168;2026-08-18\|14.32\|4.99\|14.02\|14.70\|13.71\|3008547;2026-08-19\|14.42\|0.70\|13.58\|15.70\|13.28\|3247225;2026-08-20\|13.44\|-6.80\|14.28\|14.28\|13.30\|2142526;2026-08-21\|13.54\|0.74\|13.05\|13.68\|12.72\|1499480;2026-08-24\|12.72\|-6.06\|13.49\|13.59\|12.47\|1404188;2026-08-25\|13.99\|9.98\|12.30\|13.99\|12.14\|1852096;2026-08-26\|13.90\|-0.64\|13.88\|14.14\|13.61\|1849093;2026-08-27\|14.61\|5.11\|13.92\|14.93\|13.79\|2405210;2026-08-28\|14.42\|-1.30\|14.60\|14.88\|14.30\|1782559;2026-08-31\|14.46\|0.28\|13.89\|14.46\|13.89\|1180494;2026-09-01\|14.64\|1.24\|14.46\|15.03\|14.04\|1880008;2026-09-02\|14.75\|0.75\|14.16\|15.99\|14.16\|2570312;2026-09-03\|15.92\|7.93\|15.10\|16.23\|14.76\|3871955;2026-09-04\|15.79\|-0.82\|15.80\|16.45\|15.21\|3492495;2026-09-07\|15.89\|0.63\|15.49\|16.20\|14.86\|2431383;2026-09-08\|16.50\|3.84\|15.61\|16.78\|15.61\|2531352;2026-09-09\|16.93\|2.61\|16.20\|17.24\|16.03\|2505650;2026-09-10\|15.36\|-9.27\|16.66\|17.05\|15.29\|2349504;2026-09-11\|15.03\|-2.15\|14.55\|15.79\|14.55\|1934591;2026-09-14\|16.53\|9.98\|14.66\|16.53\|14.30\|3049164;2026-09-15\|16.36\|-1.03\|16.58\|16.88\|16.20\|2525908;2026-09-16\|16.65\|1.77\|16.40\|16.86\|16.30\|2356125;2026-09-17\|16.06\|-3.54\|16.33\|16.73\|15.85\|1913180;2026-09-18\|16.00\|-0.37\|16.21\|16.30\|15.61\|1571076
111647		AI创新药+药用胶塞+胰岛素组件 1、据2025年12月31日公告，董事会决议设立AI医药战略委员会，为公司AI医药业务提供战略规划与技术指导，并链接国际客户资源。 2、据2025年11月14日公告，全资子公司投资科迈生物切入AI抗体设计赛道，并获优先收购权。 3、据2025年半年度报告，公司是国内药用胶塞细分领域领先企业，产品覆盖注射剂、疫苗、胰岛素等。 4、据2025年11月6日公告及机构调研，笔式注射器用铝盖与活塞均获“A”状态，形成胰岛素及GLP-1国产供应链成套供应体系。	公司是国内药用胶塞细分领域领先企业，董事会决议设立AI医药战略委员会，为公司AI医药业务提供战略规划与技术指导，并链接国际客户资源	2026-05-15\|102.50\|-4.47\|107.80\|108.59\|102.00\|48963;2026-05-18\|111.56\|8.84\|102.50\|114.28\|102.50\|57123;2026-05-19\|113.44\|1.69\|111.56\|115.50\|110.20\|45359;2026-05-20\|116.98\|3.12\|113.44\|117.77\|112.51\|44844;2026-05-21\|110.21\|-5.79\|116.98\|118.83\|109.69\|42120;2026-05-22\|130.60\|18.50\|113.00\|132.25\|112.20\|94587;2026-05-25\|131.49\|0.68\|130.60\|132.55\|127.63\|54075;2026-05-26\|128.70\|-2.12\|130.53\|131.99\|124.00\|42586;2026-05-27\|126.00\|-2.10\|128.02\|129.96\|123.28\|33204;2026-05-28\|127.15\|0.91\|126.84\|128.86\|120.22\|39758;2026-05-29\|124.98\|-1.71\|130.37\|132.28\|123.70\|37485;2026-06-01\|127.10\|1.70\|126.22\|131.99\|125.00\|49429;2026-06-02\|116.00\|-8.73\|129.51\|132.20\|112.59\|71353;2026-06-03\|128.98\|11.19\|117.69\|129.80\|116.51\|60267;2026-06-04\|124.60\|-3.40\|127.50\|128.31\|122.86\|31297;2026-06-05\|123.00\|-1.28\|125.88\|128.49\|122.07\|29059;2026-06-08\|123.25\|0.20\|113.96\|124.39\|113.96\|39538;2026-06-09\|130.30\|5.72\|125.00\|130.86\|124.43\|36430;2026-06-10\|124.30\|-4.60\|130.00\|131.50\|123.59\|28349;2026-06-11\|122.99\|-1.05\|123.75\|125.51\|120.75\|22293;2026-06-12\|120.80\|-1.78\|124.75\|126.99\|118.65\|32728;2026-06-15\|124.85\|3.35\|120.80\|125.50\|118.81\|23116;2026-06-16\|130.91\|4.85\|124.90\|132.16\|122.78\|36420;2026-06-17\|129.32\|-1.21\|131.48\|131.97\|128.00\|17969;2026-06-18\|129.87\|0.43\|129.37\|131.66\|127.58\|30304;2026-06-22\|130.50\|0.49\|130.00\|132.29\|124.06\|42024;2026-06-23\|129.10\|-1.07\|131.50\|133.36\|123.00\|47778;2026-06-24\|123.83\|-4.08\|130.93\|131.38\|123.00\|39462;2026-06-25\|123.11\|-0.58\|124.06\|126.01\|120.10\|33419;2026-06-26\|124.69\|1.28\|122.74\|133.33\|120.31\|45316;2026-06-29\|126.00\|1.05\|127.01\|135.50\|123.11\|63700;2026-06-30\|135.63\|7.64\|126.50\|140.95\|126.02\|102748;2026-07-01\|139.01\|2.49\|135.99\|143.41\|131.01\|84351;2026-07-02\|124.50\|-10.44\|137.00\|137.00\|120.22\|100099;2026-07-03\|121.28\|-2.59\|125.20\|126.53\|118.68\|36272;2026-07-06\|118.82\|-2.03\|121.00\|122.89\|117.19\|27355;2026-07-07\|112.80\|-5.07\|119.40\|119.40\|110.25\|37790;2026-07-08\|107.20\|-4.96\|112.56\|113.71\|107.07\|33285;2026-07-09\|108.94\|1.62\|107.20\|110.31\|104.00\|37408;2026-07-10\|107.57\|-1.26\|109.65\|119.96\|106.30\|36490;2026-07-13\|96.90\|-9.92\|108.68\|109.00\|96.54\|39279;2026-07-14\|100.07\|3.27\|97.90\|100.88\|96.00\|35697;2026-07-15\|104.00\|3.93\|101.30\|105.98\|99.95\|46714;2026-07-16\|73.37\|-8.25\|80.00\|81.49\|72.49\|45917;2026-07-17\|68.13\|-7.14\|74.13\|74.58\|67.90\|65552;2026-07-20\|59.85\|-12.15\|69.97\|72.66\|56.79\|88302;2026-07-21\|63.57\|6.22\|61.47\|63.96\|50.12\|111463;2026-07-22\|63.70\|0.20\|63.55\|68.57\|60.61\|65423;2026-07-23\|62.40\|-2.04\|63.07\|64.08\|60.38\|37922;2026-07-24\|60.80\|-2.56\|62.25\|62.63\|59.05\|35480;2026-07-27\|64.23\|5.64\|60.80\|64.49\|58.96\|49246;2026-07-28\|62.88\|-2.10\|64.23\|66.89\|61.99\|47154;2026-07-29\|60.33\|-4.06\|63.23\|63.43\|58.69\|48002;2026-07-30\|55.18\|-8.54\|60.70\|60.70\|53.70\|54349;2026-07-31\|58.23\|5.53\|58.00\|64.20\|57.64\|76013;2026-08-03\|55.82\|-4.14\|60.00\|60.00\|54.22\|56581;2026-08-04\|60.01\|7.51\|56.65\|60.28\|56.11\|56283;2026-08-05\|65.90\|9.81\|59.45\|66.68\|59.45\|72162;2026-08-06\|71.38\|8.32\|67.08\|74.72\|65.00\|85496;2026-08-07\|84.23\|18.00\|72.13\|85.00\|69.89\|123741;2026-08-10\|81.06\|-3.76\|85.71\|87.49\|79.80\|105634;2026-08-11\|78.80\|-2.79\|80.00\|81.95\|76.81\|68067;2026-08-12\|79.90\|1.40\|79.00\|81.48\|78.71\|46378;2026-08-13\|81.50\|2.00\|80.00\|84.00\|79.28\|75682;2026-08-14\|80.60\|-1.10\|81.29\|81.70\|78.20\|43965;2026-08-17\|82.32\|2.13\|81.70\|82.32\|80.20\|30558;2026-08-18\|80.02\|-2.79\|82.33\|82.33\|79.00\|34543;2026-08-19\|71.41\|-10.76\|78.53\|80.01\|71.20\|58129;2026-08-20\|82.96\|16.17\|78.52\|84.50\|72.50\|126943;2026-08-21\|81.99\|-1.17\|80.45\|83.90\|78.76\|89087;2026-08-24\|78.44\|-4.33\|81.34\|82.90\|76.71\|71318;2026-08-25\|75.36\|-3.93\|78.18\|78.27\|72.42\|70206;2026-08-26\|74.73\|-0.84\|77.00\|78.16\|74.54\|64538;2026-08-27\|74.92\|0.25\|73.38\|76.79\|72.50\|54654;2026-08-28\|71.68\|-4.32\|74.93\|75.56\|71.01\|58563;2026-08-31\|73.72\|2.85\|71.60\|74.21\|70.50\|72701;2026-09-01\|70.59\|-4.25\|73.61\|73.61\|69.01\|51418;2026-09-02\|68.50\|-2.96\|70.70\|71.20\|67.96\|49458;2026-09-03\|66.30\|-3.21\|68.39\|68.66\|65.65\|49574;2026-09-04\|62.40\|-5.88\|66.30\|66.99\|61.41\|74370;2026-09-07\|61.41\|-1.59\|62.81\|63.44\|60.30\|66561;2026-09-08\|61.73\|0.52\|61.42\|62.67\|60.12\|49996;2026-09-09\|59.98\|-2.83\|61.10\|62.68\|59.84\|41702;2026-09-10\|59.80\|-0.30\|59.99\|60.00\|58.16\|37575;2026-09-11\|58.43\|-2.29\|58.29\|59.19\|56.70\|42530;2026-09-14\|59.88\|2.48\|58.15\|60.50\|57.32\|41614;2026-09-15\|58.41\|-2.45\|60.38\|60.56\|58.20\|26107;2026-09-16\|59.98\|2.69\|58.41\|60.75\|58.05\|30759;2026-09-17\|59.39\|-0.98\|59.99\|62.06\|59.12\|43273;2026-09-18\|64.23\|8.15\|60.00\|65.89\|59.95\|95104
111646		药用玻璃包装+协议转让+医美包装 1、据2026年5月25日公告，控股股东正川投资拟通过协议转让方式向安景立成转让其持有的公司10.00%股份，受让方承诺自过户登记完成起18个月内不减持。 2、据2025年年报，公司是行业内药用玻璃管制瓶细分行业的龙头企业之一，拥有“拉管-制瓶-制盖”一体化生产优势，年产药用玻璃管制瓶70亿只、瓶盖30亿只。 3、据2025年年报，公司积极拓展医美产品包装市场，已与华熙生物、贝泰妮等医美及化妆品类头部企业建立业务合作关系。 4、据2025年年报，公司计划建设中硼硅窑炉，未来拟实现5万吨中硼硅玻璃管产能及150亿支管制瓶年产能。	药用玻璃管制瓶细分行业龙头	2026-05-15\|21.47\|-0.37\|21.55\|21.78\|21.38\|19945;2026-05-18\|21.39\|-0.37\|21.26\|21.52\|21.08\|19637;2026-05-19\|21.11\|-1.31\|21.51\|21.58\|21.00\|16961;2026-05-20\|21.19\|0.38\|21.02\|21.20\|20.50\|23730;2026-05-21\|22.00\|3.82\|21.23\|22.64\|21.22\|54990;2026-05-22\|24.20\|10.00\|22.49\|24.20\|22.49\|94041;2026-05-25\|24.72\|2.15\|26.00\|26.09\|24.25\|131748;2026-05-26\|23.38\|-5.42\|24.27\|25.33\|23.06\|82021;2026-05-27\|21.92\|-6.24\|23.66\|23.66\|21.61\|68938;2026-05-28\|21.62\|-0.05\|21.43\|21.99\|20.86\|49214;2026-05-29\|21.66\|0.18\|21.42\|21.82\|20.56\|49495;2026-06-01\|21.76\|0.46\|21.46\|22.12\|21.07\|39479;2026-06-02\|21.37\|-1.79\|21.53\|21.73\|20.95\|31479;2026-06-03\|21.20\|-0.80\|21.16\|21.35\|20.84\|31959;2026-06-04\|21.35\|0.71\|21.04\|21.35\|20.93\|17447;2026-06-05\|22.36\|4.73\|21.36\|22.66\|20.74\|53351;2026-06-08\|22.89\|2.37\|21.87\|23.03\|21.63\|58812;2026-06-09\|23.82\|4.06\|22.91\|23.94\|22.70\|75286;2026-06-10\|23.63\|-0.80\|23.62\|24.44\|23.05\|64189;2026-06-11\|25.00\|5.80\|23.74\|25.49\|23.30\|83669;2026-06-12\|27.19\|8.76\|24.76\|27.50\|24.33\|128296;2026-06-15\|25.18\|-7.39\|26.78\|28.03\|25.00\|120537;2026-06-16\|25.18\|0.00\|24.79\|25.63\|23.73\|84536;2026-06-17\|27.70\|10.01\|24.90\|27.70\|24.90\|55461;2026-06-18\|25.56\|-7.73\|27.70\|28.00\|24.95\|129159;2026-06-22\|28.12\|10.02\|26.07\|28.12\|26.07\|59934;2026-06-23\|28.00\|-0.43\|28.00\|29.31\|27.11\|165020;2026-06-24\|29.18\|4.21\|27.90\|29.95\|27.90\|134536;2026-06-25\|26.98\|-7.54\|27.90\|28.01\|26.26\|114088;2026-06-26\|25.50\|-5.49\|26.72\|28.79\|25.02\|108291;2026-06-29\|27.07\|6.16\|25.35\|27.10\|25.35\|92025;2026-06-30\|28.79\|6.35\|26.95\|28.90\|26.95\|94975;2026-07-01\|27.56\|-4.27\|28.66\|28.71\|26.58\|77683;2026-07-02\|28.15\|2.14\|27.01\|28.45\|27.01\|62939;2026-07-03\|29.00\|3.02\|28.36\|29.17\|27.77\|78377;2026-07-06\|27.31\|-5.83\|28.00\|29.69\|27.30\|93540;2026-07-07\|27.04\|-0.99\|26.50\|27.50\|25.77\|75454;2026-07-08\|27.18\|0.52\|26.77\|27.95\|25.82\|61292;2026-07-09\|27.69\|1.88\|27.20\|28.35\|26.14\|80736;2026-07-10\|26.59\|-3.97\|27.69\|27.83\|25.61\|96201;2026-07-13\|25.05\|-5.79\|25.64\|26.23\|24.94\|61355;2026-07-14\|26.40\|5.39\|24.90\|26.71\|24.75\|73212;2026-07-15\|26.72\|1.21\|26.40\|27.62\|26.14\|60195;2026-07-16\|25.90\|-3.07\|26.45\|27.05\|25.79\|44748;2026-07-17\|24.98\|-3.55\|25.96\|26.29\|24.81\|58615;2026-07-20\|22.48\|-10.01\|24.64\|25.20\|22.48\|89142;2026-07-21\|23.18\|3.11\|22.48\|23.60\|20.93\|75612;2026-07-22\|23.02\|-0.69\|22.96\|23.42\|22.24\|56850;2026-07-23\|22.91\|-0.48\|22.50\|23.73\|22.50\|56507;2026-07-24\|25.20\|10.00\|22.91\|25.20\|22.32\|77707;2026-07-27\|25.93\|2.90\|25.07\|26.05\|23.35\|121181;2026-07-28\|25.23\|-2.70\|25.80\|26.10\|24.78\|70794;2026-07-29\|24.90\|-1.31\|25.22\|25.26\|24.15\|48696;2026-07-30\|23.59\|-5.26\|24.56\|24.78\|23.40\|52346;2026-07-31\|24.57\|4.15\|24.00\|24.85\|23.48\|56500;2026-08-03\|24.22\|-1.42\|24.77\|24.77\|23.74\|41758;2026-08-04\|25.95\|7.14\|24.27\|26.00\|24.27\|50980;2026-08-05\|26.96\|3.89\|26.21\|27.19\|25.71\|40834;2026-08-06\|28.65\|6.27\|27.02\|28.96\|26.54\|57695;2026-08-07\|28.53\|-0.42\|28.56\|29.27\|27.60\|61719;2026-08-10\|28.09\|-1.54\|28.50\|29.12\|27.86\|38136;2026-08-11\|27.73\|-1.28\|28.09\|28.44\|27.53\|36771;2026-08-12\|28.17\|1.59\|27.53\|28.48\|27.53\|28530;2026-08-13\|28.00\|-0.60\|28.17\|28.38\|27.78\|24357;2026-08-14\|27.17\|-2.96\|28.17\|28.20\|26.86\|37322;2026-08-17\|27.90\|2.69\|27.20\|27.99\|27.10\|34277;2026-08-18\|28.33\|1.54\|27.92\|28.45\|27.60\|32158;2026-08-19\|26.85\|-5.22\|28.25\|28.25\|26.85\|35264;2026-08-20\|27.07\|0.82\|27.64\|27.64\|26.80\|26172;2026-08-21\|27.77\|2.59\|27.10\|27.90\|26.40\|29542;2026-08-24\|27.76\|-0.04\|27.77\|28.59\|27.31\|34185;2026-08-25\|28.18\|1.51\|27.50\|28.45\|27.13\|33752;2026-08-26\|27.93\|-0.89\|28.18\|28.40\|27.44\|24325;2026-08-27\|28.78\|3.04\|27.71\|28.98\|27.66\|39759;2026-08-28\|29.16\|1.32\|28.50\|29.95\|28.30\|49510;2026-08-31\|30.45\|4.42\|29.05\|30.60\|28.51\|70335;2026-09-01\|31.44\|3.25\|30.34\|31.74\|30.34\|68776;2026-09-02\|32.45\|3.21\|31.37\|33.88\|31.10\|93225;2026-09-03\|34.45\|6.16\|32.46\|34.99\|32.46\|93716;2026-09-04\|35.82\|3.98\|34.45\|35.99\|34.21\|100978;2026-09-07\|35.39\|-1.20\|36.06\|36.06\|32.24\|129281;2026-09-08\|35.70\|0.88\|36.10\|37.18\|35.10\|118243;2026-09-09\|34.26\|-4.03\|35.19\|35.68\|33.95\|87922;2026-09-10\|31.43\|-8.26\|34.00\|34.16\|31.32\|91685;2026-09-11\|29.85\|-5.03\|31.37\|31.43\|29.70\|64828;2026-09-14\|29.46\|-1.31\|29.55\|30.20\|29.00\|41012;2026-09-15\|28.60\|-2.92\|29.90\|30.17\|28.58\|41612;2026-09-16\|28.87\|0.94\|28.54\|29.25\|27.80\|50720;2026-09-17\|29.01\|0.48\|28.86\|29.30\|28.28\|39840;2026-09-18\|30.29\|4.41\|29.22\|30.76\|29.00\|55466
111645		中药+开喉剑+创新药+定增 1、据2026年5月25日公告，公司拟向控股股东张海控制的岑礼科技定增募资不超7亿元，用于补充流动资金和偿还银行贷款；张海及其一致行动人持股比例将升至60.56%。 2、据2026年4月27日年报，公司与广东药科大学合作的1.2类中药新药SL&GDPU-001项目已正式启动，计划推进药学研究和CMC工作并启动非临床研究；与海南大学合作的抗阿尔茨海默病项目正开展候选化合物药效验证。 3、据2026年4月27日年报，公司主营开喉剑喷雾剂儿童型等独家品种，拥有166个药品批准文号、35个独家品种，在咽喉疾病中成药喷雾剂医院终端市场领先；核心产品涵盖开喉剑喷雾剂、芪胶升白胶囊等国家专利及独家品种。	苗药龙头，儿童咽喉疾病中成药领跑企业，主要产品为开喉剑喷雾剂（儿童型）、开喉剑喷雾剂和强力天麻杜仲胶囊等	2026-05-15\|12.17\|1.50\|12.00\|12.75\|11.98\|116823;2026-05-18\|12.86\|5.67\|12.15\|12.97\|12.05\|198499;2026-05-19\|12.51\|-2.72\|12.92\|13.24\|12.38\|103981;2026-05-20\|13.50\|7.91\|12.52\|13.56\|12.44\|232330;2026-05-21\|12.99\|-3.78\|13.30\|13.58\|12.93\|169860;2026-05-22\|14.29\|10.01\|13.13\|14.29\|13.13\|303675;2026-05-25\|14.76\|3.29\|14.46\|14.85\|13.83\|371624;2026-05-26\|13.80\|-6.50\|15.20\|15.35\|13.60\|414250;2026-05-27\|14.23\|3.12\|13.61\|14.37\|13.41\|250976;2026-05-28\|14.80\|4.01\|14.24\|15.15\|14.06\|338901;2026-05-29\|16.28\|10.00\|14.60\|16.28\|14.60\|460985;2026-06-01\|16.51\|1.41\|16.00\|17.38\|16.00\|364670;2026-06-02\|16.43\|-0.48\|16.09\|17.46\|16.09\|294590;2026-06-03\|16.16\|-1.64\|16.28\|16.49\|15.26\|265220;2026-06-04\|15.83\|-2.04\|16.17\|16.28\|15.50\|172341;2026-06-05\|17.00\|7.39\|15.85\|17.23\|15.77\|295159;2026-06-08\|16.10\|-5.29\|16.00\|16.64\|15.76\|235027;2026-06-09\|15.26\|-5.22\|15.98\|16.59\|14.62\|261271;2026-06-10\|14.77\|-3.21\|15.01\|15.60\|14.77\|135857;2026-06-11\|15.47\|4.74\|14.58\|15.88\|14.18\|196357;2026-06-12\|14.95\|-3.36\|15.56\|15.95\|14.94\|154494;2026-06-15\|14.74\|-1.40\|14.86\|15.11\|14.53\|156399;2026-06-16\|15.34\|4.07\|14.74\|15.34\|14.37\|152763;2026-06-17\|15.14\|-1.30\|15.01\|15.36\|14.70\|142462;2026-06-18\|15.64\|3.30\|15.00\|16.16\|14.91\|196872;2026-06-22\|15.43\|-1.34\|15.90\|16.25\|14.79\|178332;2026-06-23\|14.85\|-3.76\|15.30\|15.60\|14.80\|172869;2026-06-24\|14.72\|-0.88\|14.50\|14.90\|14.16\|138540;2026-06-25\|13.99\|-4.96\|14.34\|14.76\|13.89\|143233;2026-06-26\|13.24\|-5.36\|13.90\|14.32\|13.20\|125922;2026-06-29\|12.85\|-2.95\|13.27\|13.50\|12.10\|217779;2026-06-30\|12.61\|-1.41\|12.55\|12.85\|12.41\|130663;2026-07-01\|13.49\|6.98\|12.52\|13.59\|12.30\|146982;2026-07-02\|13.43\|-0.44\|13.47\|13.90\|13.30\|145377;2026-07-03\|13.47\|0.30\|13.33\|13.79\|13.33\|104550;2026-07-06\|13.44\|-0.22\|13.42\|13.84\|13.24\|133049;2026-07-07\|12.80\|-4.76\|13.30\|13.45\|12.67\|98173;2026-07-08\|12.31\|-3.83\|12.54\|13.00\|12.23\|75702;2026-07-09\|12.25\|-0.49\|12.59\|12.59\|11.95\|96509;2026-07-10\|11.98\|-2.20\|12.18\|12.40\|11.95\|96606;2026-07-13\|11.49\|-4.09\|12.06\|12.15\|11.44\|117154;2026-07-14\|11.45\|-0.35\|11.49\|11.77\|11.20\|112814;2026-07-15\|11.64\|1.66\|11.32\|12.26\|11.18\|135226;2026-07-16\|11.41\|-1.98\|11.53\|11.95\|11.29\|156827;2026-07-17\|10.95\|-4.03\|11.40\|11.55\|10.85\|155858;2026-07-20\|10.50\|-4.11\|11.00\|11.05\|10.12\|142694;2026-07-21\|10.13\|-3.52\|10.35\|10.37\|9.51\|185425;2026-07-22\|9.93\|-1.97\|9.98\|10.24\|9.75\|123120;2026-07-23\|10.09\|1.61\|9.88\|10.13\|9.88\|77068;2026-07-24\|9.68\|-4.06\|9.95\|10.06\|9.65\|68587;2026-07-27\|10.01\|3.41\|9.62\|10.01\|9.62\|89999;2026-07-28\|10.28\|2.70\|10.00\|10.34\|9.86\|103633;2026-07-29\|10.18\|-0.97\|10.22\|10.33\|10.00\|82163;2026-07-30\|9.92\|-2.55\|10.13\|10.29\|9.76\|85603;2026-07-31\|10.28\|3.63\|9.85\|10.45\|9.85\|135576;2026-08-03\|10.62\|3.31\|10.30\|10.75\|10.21\|108202;2026-08-04\|10.53\|-0.85\|10.77\|10.80\|10.43\|76280;2026-08-05\|10.80\|2.56\|10.50\|10.81\|10.42\|89008;2026-08-06\|11.09\|2.69\|10.77\|11.19\|10.71\|98896;2026-08-07\|11.19\|0.90\|11.09\|11.26\|10.81\|79476;2026-08-10\|11.72\|4.74\|11.36\|11.87\|11.27\|148961;2026-08-11\|12.65\|7.94\|11.68\|12.89\|11.30\|262103;2026-08-12\|12.60\|-0.40\|12.90\|13.23\|12.49\|253929;2026-08-13\|12.93\|2.62\|12.50\|13.15\|12.50\|184116;2026-08-14\|13.53\|4.64\|12.93\|13.61\|12.93\|297854;2026-08-17\|13.31\|-1.63\|13.50\|13.71\|13.11\|238090;2026-08-18\|12.72\|-4.43\|13.24\|13.26\|12.55\|185242;2026-08-19\|12.61\|-0.86\|12.70\|13.07\|12.45\|142737;2026-08-20\|12.92\|2.46\|12.86\|13.12\|12.66\|104812;2026-08-21\|12.41\|-3.95\|12.67\|12.92\|11.90\|184044;2026-08-24\|12.12\|-2.34\|12.41\|12.63\|11.42\|291574;2026-08-25\|12.35\|1.90\|12.25\|12.61\|11.88\|144824;2026-08-26\|12.51\|1.30\|12.26\|12.58\|12.24\|93060;2026-08-27\|12.47\|-0.32\|12.45\|12.72\|12.31\|73046;2026-08-28\|12.17\|-2.41\|12.58\|12.64\|12.14\|117043;2026-08-31\|11.97\|-1.64\|12.14\|12.14\|11.74\|83061;2026-09-01\|12.09\|1.00\|11.94\|12.33\|11.91\|67837;2026-09-02\|11.93\|-1.32\|12.01\|12.09\|11.76\|42267;2026-09-03\|12.22\|2.43\|11.80\|12.29\|11.80\|63052;2026-09-04\|12.23\|0.08\|12.39\|12.70\|12.14\|131517;2026-09-07\|12.76\|4.33\|12.23\|12.99\|12.12\|113330;2026-09-08\|12.17\|-4.62\|12.84\|12.84\|12.17\|104840;2026-09-09\|11.92\|-2.05\|12.05\|12.06\|11.80\|66482;2026-09-10\|11.40\|-4.36\|11.97\|11.97\|11.40\|70280;2026-09-11\|12.54\|10.00\|11.27\|12.54\|10.91\|221394;2026-09-14\|13.79\|9.97\|13.17\|13.79\|12.75\|314711;2026-09-15\|14.14\|2.54\|15.17\|15.17\|13.58\|666363;2026-09-16\|14.10\|-0.28\|13.90\|14.94\|13.74\|495272;2026-09-17\|13.19\|-6.45\|14.11\|14.16\|12.79\|453529;2026-09-18\|13.60\|3.11\|13.10\|13.99\|12.57\|468573
111644		米格列醇片+设立AI公司+获大额补助 1、据财闻2026年7月1日报道，公司全资持股新设北京格思谱科技有限公司，经营范围包含人工智能基础软件开发、人工智能应用软件开发等。 2、据2026年6月27日公告，公司近日收到政府补助2728.79万元，占2025年度经审计归母净利润的29.47%，预计将增加公司2026年度利润。 3、据2025年年报，公司核心产品米格列醇片奥恬苹®在国内2型糖尿病治疗的米格列醇制剂市场中市场份额连年稳居首位，并已进入国家集采接续采购目录。	聚焦心血管、糖尿病等慢性病的中药企业	2026-05-15\|18.40\|-0.86\|18.57\|18.67\|18.21\|33413;2026-05-18\|18.73\|1.79\|18.67\|19.07\|18.19\|47791;2026-05-19\|18.71\|-0.11\|18.77\|18.85\|18.43\|31229;2026-05-20\|18.33\|-2.03\|18.63\|18.64\|18.07\|35621;2026-05-21\|17.81\|-2.84\|18.33\|18.57\|17.80\|33657;2026-05-22\|19.59\|9.99\|17.89\|19.59\|17.55\|129342;2026-05-25\|19.08\|-2.60\|19.95\|19.99\|19.03\|119675;2026-05-26\|18.54\|-2.83\|19.20\|19.20\|18.40\|68209;2026-05-27\|18.31\|-1.24\|18.73\|19.05\|18.26\|59154;2026-05-28\|18.08\|-1.26\|18.31\|18.31\|17.66\|41637;2026-05-29\|17.81\|-1.49\|18.05\|18.21\|17.66\|34937;2026-06-01\|17.78\|-0.17\|17.95\|18.16\|17.68\|32931;2026-06-02\|16.85\|-5.23\|17.85\|17.85\|16.53\|69581;2026-06-03\|16.68\|-1.01\|16.87\|17.05\|16.53\|39283;2026-06-04\|16.37\|-1.86\|16.57\|16.60\|16.15\|30402;2026-06-05\|16.41\|0.24\|16.37\|16.68\|16.22\|37327;2026-06-08\|15.55\|-5.24\|16.38\|16.44\|15.28\|51687;2026-06-09\|15.61\|1.36\|15.69\|15.80\|15.35\|32465;2026-06-10\|15.17\|-2.82\|15.60\|15.60\|14.90\|41111;2026-06-11\|15.01\|-1.05\|15.16\|15.16\|14.65\|28606;2026-06-12\|15.35\|2.27\|15.20\|15.43\|15.03\|37814;2026-06-15\|16.70\|8.79\|15.51\|16.87\|15.33\|79144;2026-06-16\|17.07\|2.22\|16.75\|17.28\|16.40\|60434;2026-06-17\|16.51\|-3.28\|17.00\|17.07\|16.44\|44961;2026-06-18\|16.83\|1.94\|16.51\|16.95\|16.23\|43292;2026-06-22\|16.44\|-2.32\|16.78\|16.80\|16.18\|40124;2026-06-23\|17.20\|4.62\|16.36\|17.75\|16.24\|69885;2026-06-24\|16.34\|-5.00\|17.12\|17.20\|16.30\|43896;2026-06-25\|15.75\|-3.61\|16.18\|16.34\|15.63\|44120;2026-06-26\|15.30\|-2.86\|15.75\|15.88\|15.23\|29862;2026-06-29\|15.69\|2.55\|15.50\|15.92\|14.81\|48583;2026-06-30\|15.03\|-4.21\|15.58\|15.59\|14.93\|54419;2026-07-01\|16.53\|9.98\|14.96\|16.53\|14.85\|81243;2026-07-02\|18.18\|9.98\|16.50\|18.18\|16.42\|70884;2026-07-03\|18.10\|-0.44\|19.79\|19.80\|17.81\|200042;2026-07-06\|18.30\|1.10\|17.92\|19.00\|17.57\|108004;2026-07-07\|17.23\|-5.85\|18.47\|18.49\|17.20\|76788;2026-07-08\|16.73\|-2.90\|17.25\|17.49\|16.73\|46086;2026-07-09\|16.77\|0.24\|16.53\|17.38\|16.35\|55808;2026-07-10\|16.70\|-0.42\|16.77\|17.20\|16.55\|44738;2026-07-13\|16.09\|-3.65\|16.68\|16.96\|16.07\|44887;2026-07-14\|16.94\|5.28\|16.30\|17.09\|15.96\|83974;2026-07-15\|17.18\|1.42\|16.78\|17.58\|16.62\|81950;2026-07-16\|17.17\|-0.06\|17.18\|17.59\|16.68\|68364;2026-07-17\|16.07\|-6.41\|17.10\|17.40\|15.90\|63795;2026-07-20\|15.80\|-1.68\|16.07\|16.53\|15.51\|59884;2026-07-21\|15.62\|-1.14\|15.80\|16.24\|14.99\|54823;2026-07-22\|15.43\|-1.22\|15.48\|15.98\|15.30\|40258;2026-07-23\|16.03\|3.89\|15.30\|16.20\|15.29\|41200;2026-07-24\|15.80\|-1.43\|15.86\|16.15\|15.55\|29089;2026-07-27\|16.19\|2.47\|15.83\|16.38\|15.65\|31867;2026-07-28\|15.90\|-1.79\|16.16\|16.45\|15.82\|28335;2026-07-29\|15.99\|0.57\|15.91\|16.22\|15.85\|24367;2026-07-30\|15.51\|-3.00\|15.96\|16.07\|15.41\|28692;2026-07-31\|16.11\|3.87\|15.70\|16.39\|15.61\|37271;2026-08-03\|16.12\|0.06\|16.11\|16.29\|16.03\|21756;2026-08-04\|16.45\|2.05\|16.25\|16.59\|16.25\|33488;2026-08-05\|16.50\|0.30\|16.17\|16.99\|16.17\|37253;2026-08-06\|18.15\|10.00\|16.52\|18.15\|16.39\|62198;2026-08-07\|17.84\|-1.71\|18.05\|18.05\|17.13\|142620;2026-08-10\|17.79\|-0.28\|18.11\|18.11\|17.69\|94723;2026-08-11\|17.51\|-1.57\|17.50\|17.85\|17.46\|55873;2026-08-12\|17.66\|0.86\|17.50\|17.85\|17.41\|48401;2026-08-13\|17.63\|-0.17\|17.67\|17.95\|17.49\|46873;2026-08-14\|17.67\|0.23\|17.71\|18.40\|17.28\|54976;2026-08-17\|17.84\|0.96\|17.79\|18.03\|17.25\|48551;2026-08-18\|18.06\|1.23\|17.94\|18.29\|17.89\|65207;2026-08-19\|17.25\|-4.49\|17.71\|18.05\|17.22\|45924;2026-08-20\|17.78\|3.07\|17.60\|18.18\|17.60\|59293;2026-08-21\|17.34\|-2.47\|17.49\|17.69\|17.11\|40144;2026-08-24\|17.07\|-1.56\|17.37\|17.89\|16.96\|41845;2026-08-25\|17.50\|2.52\|16.97\|17.60\|16.82\|37551;2026-08-26\|17.29\|-1.20\|17.35\|17.65\|17.10\|23821;2026-08-27\|17.35\|0.35\|17.29\|17.57\|17.22\|26732;2026-08-28\|17.20\|-0.86\|17.39\|17.43\|17.12\|25093;2026-08-31\|17.43\|1.34\|17.20\|17.55\|17.00\|40131;2026-09-01\|17.51\|0.46\|17.27\|17.57\|17.27\|27089;2026-09-02\|17.96\|2.57\|17.34\|18.36\|17.33\|74346;2026-09-03\|17.76\|-1.11\|18.29\|18.99\|17.75\|72045;2026-09-04\|17.71\|-0.28\|17.88\|18.06\|17.58\|43280;2026-09-07\|17.93\|1.24\|17.83\|18.00\|17.67\|35925;2026-09-08\|18.03\|0.56\|17.93\|18.07\|17.75\|31796;2026-09-09\|18.09\|0.33\|17.88\|18.10\|17.80\|28248;2026-09-10\|17.70\|-2.16\|18.14\|18.14\|17.52\|35984;2026-09-11\|17.12\|-3.28\|17.51\|17.55\|16.93\|33525;2026-09-14\|17.20\|0.47\|17.15\|17.40\|17.03\|21976;2026-09-15\|16.56\|-3.72\|17.22\|17.22\|16.53\|28593;2026-09-16\|17.06\|3.02\|16.57\|17.34\|16.41\|31581;2026-09-17\|17.01\|-0.29\|17.05\|17.24\|16.76\|27336;2026-09-18\|17.03\|0.12\|17.15\|17.30\|16.94\|21905
111643		参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	公司确立了医疗健康+大类资产配置投资双主业发展，投资的砺思资本连投了三轮月之暗面，后者估值达180亿美元	2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951;2026-07-13\|55.36\|-5.85\|58.21\|59.63\|55.04\|146528;2026-07-14\|60.90\|10.01\|55.88\|60.90\|55.60\|241288;2026-07-15\|66.99\|10.00\|66.99\|66.99\|66.99\|32560;2026-07-16\|72.00\|7.48\|70.33\|73.69\|68.50\|657616;2026-07-17\|79.20\|10.00\|79.20\|79.20\|76.89\|456456;2026-07-20\|72.50\|-8.46\|87.12\|87.12\|71.55\|918230;2026-07-21\|79.75\|10.00\|75.05\|79.75\|73.27\|604422;2026-07-22\|81.64\|2.37\|83.31\|85.06\|79.20\|823138;2026-07-23\|73.48\|-10.00\|79.21\|79.99\|73.48\|505824;2026-07-24\|67.58\|-8.03\|69.00\|71.16\|67.51\|537373;2026-07-27\|72.40\|7.13\|67.37\|72.98\|65.05\|482050;2026-07-28\|67.03\|-7.42\|69.81\|71.77\|66.89\|328507;2026-07-29\|66.81\|-0.33\|66.58\|68.99\|65.10\|318041;2026-07-30\|62.24\|-6.84\|68.00\|68.49\|61.40\|404821;2026-07-31\|68.46\|9.99\|65.55\|68.46\|65.36\|477130;2026-08-03\|64.65\|-5.57\|66.71\|68.56\|64.48\|390065;2026-08-04\|67.30\|4.10\|66.65\|68.23\|65.32\|349336;2026-08-05\|69.69\|3.55\|66.79\|71.00\|66.48\|432376;2026-08-06\|71.37\|2.41\|68.50\|73.45\|68.49\|460603;2026-08-07\|72.62\|1.75\|70.68\|74.60\|70.20\|515998;2026-08-10\|72.28\|-0.47\|73.78\|76.88\|71.71\|393070;2026-08-11\|70.80\|-2.05\|71.68\|72.78\|70.12\|307748;2026-08-12\|71.72\|1.30\|70.93\|73.30\|70.83\|255250;2026-08-13\|72.35\|0.88\|72.43\|75.29\|71.38\|314101;2026-08-14\|73.21\|1.19\|73.50\|74.56\|72.32\|230963;2026-08-17\|75.62\|3.29\|75.40\|76.15\|73.50\|267228;2026-08-18\|74.31\|-1.73\|75.00\|75.45\|73.61\|202427;2026-08-19\|70.38\|-5.29\|72.40\|74.37\|70.00\|230547;2026-08-20\|69.66\|-1.02\|71.81\|72.33\|69.10\|189080;2026-08-21\|70.70\|1.49\|69.01\|71.68\|69.00\|168429;2026-08-24\|67.27\|-4.85\|70.68\|70.95\|66.16\|195264;2026-08-25\|65.60\|-2.48\|66.81\|66.81\|63.50\|200284;2026-08-26\|67.11\|2.30\|65.50\|67.12\|65.06\|178241;2026-08-27\|69.41\|3.43\|68.06\|69.95\|66.90\|254969;2026-08-28\|67.86\|-2.23\|68.99\|69.49\|67.41\|197268;2026-08-31\|70.35\|3.67\|66.74\|70.70\|66.62\|201731;2026-09-01\|69.16\|-1.69\|70.35\|70.36\|69.02\|143255;2026-09-02\|68.20\|-1.39\|68.45\|69.00\|67.81\|106167;2026-09-03\|68.02\|-0.26\|70.33\|70.55\|66.98\|174246;2026-09-04\|67.60\|-0.62\|68.00\|69.19\|66.66\|177907;2026-09-07\|69.60\|2.96\|67.28\|70.50\|66.60\|219162;2026-09-08\|67.16\|-3.51\|69.39\|69.47\|65.91\|225869;2026-09-09\|65.30\|-2.77\|66.66\|66.97\|63.62\|253972;2026-09-10\|62.39\|-4.46\|64.10\|64.50\|62.39\|198394;2026-09-11\|61.40\|-1.59\|61.38\|61.87\|60.38\|148322;2026-09-14\|59.20\|-3.58\|59.80\|60.40\|58.70\|163175;2026-09-15\|59.36\|0.27\|59.41\|60.55\|59.27\|121300;2026-09-16\|59.84\|0.81\|59.30\|60.47\|59.03\|110946;2026-09-17\|60.41\|0.95\|59.52\|61.30\|59.52\|121903;2026-09-18\|62.12\|2.83\|60.66\|62.52\|60.30\|158393
111642	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	算力+家具智造行业原因：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25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	全资子公司唯一网络是国内领先的数字经济基础设施服务提供商，主要经营范围包括IDC、云计算（含公有云、混合云、私有云及云增值等服务）、云联网、数字化解决方案等服务	2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.70\|0.24\|16.67\|17.14\|16.57\|102777;2026-07-16\|16.69\|-0.06\|16.60\|17.11\|16.37\|108385;2026-07-17\|15.36\|-7.97\|16.50\|16.77\|15.15\|156869;2026-07-20\|15.11\|-1.63\|15.65\|16.19\|14.78\|151216;2026-07-21\|15.33\|1.46\|15.11\|15.38\|13.85\|157429;2026-07-22\|15.26\|-0.46\|15.10\|15.65\|15.00\|98258;2026-07-23\|15.71\|2.95\|15.28\|15.93\|15.12\|114994;2026-07-24\|15.08\|-4.01\|15.43\|15.60\|14.97\|81322;2026-07-27\|15.62\|3.58\|14.97\|15.64\|14.87\|74394;2026-07-28\|15.48\|-0.90\|15.40\|15.85\|15.36\|67861;2026-07-29\|15.73\|1.61\|15.49\|15.80\|15.13\|97296;2026-07-30\|15.36\|-2.35\|15.90\|16.77\|15.34\|221282;2026-07-31\|16.32\|6.25\|15.83\|16.90\|15.68\|334875;2026-08-03\|16.66\|2.08\|16.65\|16.77\|16.35\|236918;2026-08-04\|17.42\|4.56\|17.00\|17.58\|16.92\|284013;2026-08-05\|17.51\|0.52\|17.00\|17.70\|16.94\|252400;2026-08-06\|17.26\|-1.43\|17.33\|17.63\|16.95\|189562;2026-08-07\|17.68\|2.43\|17.37\|18.68\|17.23\|345916;2026-08-10\|17.48\|-1.13\|17.59\|17.60\|16.91\|215353;2026-08-11\|17.73\|1.43\|18.00\|18.15\|17.16\|234195;2026-08-12\|17.75\|0.11\|17.88\|17.96\|17.35\|185979;2026-08-13\|17.44\|-1.75\|18.12\|18.34\|17.41\|220501;2026-08-14\|18.01\|3.27\|17.46\|18.19\|17.27\|244750;2026-08-17\|17.95\|-0.33\|17.98\|18.00\|17.42\|205328;2026-08-18\|17.41\|-3.01\|17.78\|17.78\|17.26\|144470;2026-08-19\|16.36\|-6.03\|17.03\|17.06\|16.31\|154958;2026-08-20\|16.25\|-0.67\|16.57\|16.57\|16.15\|77188;2026-08-21\|16.10\|-0.92\|16.05\|16.18\|15.73\|75147;2026-08-24\|15.71\|-2.42\|16.15\|16.19\|15.45\|84193;2026-08-25\|16.02\|1.97\|15.55\|16.12\|15.48\|76719;2026-08-26\|15.75\|-1.69\|16.02\|16.10\|15.67\|74845;2026-08-27\|15.94\|1.21\|15.74\|16.00\|15.70\|68636;2026-08-28\|15.89\|-0.31\|16.06\|16.31\|15.86\|109287;2026-08-31\|17.48\|10.01\|16.30\|17.48\|16.13\|283033;2026-09-01\|17.81\|1.89\|17.74\|17.90\|17.48\|318396;2026-09-02\|17.97\|0.90\|17.55\|18.00\|17.53\|228858;2026-09-03\|18.05\|0.45\|17.99\|18.20\|17.83\|224406;2026-09-04\|18.09\|0.22\|18.50\|19.13\|17.88\|410712;2026-09-07\|17.74\|-1.93\|17.93\|17.95\|17.51\|254506;2026-09-08\|17.65\|0.63\|17.65\|17.99\|17.55\|173410;2026-09-09\|17.31\|-1.93\|17.64\|17.76\|17.12\|155280;2026-09-10\|17.67\|2.08\|17.45\|18.29\|17.23\|268639;2026-09-11\|17.06\|-3.45\|17.41\|17.45\|16.70\|202567;2026-09-14\|17.39\|1.93\|17.00\|17.48\|16.90\|118659;2026-09-15\|17.39\|0.00\|17.40\|18.25\|17.38\|176712;2026-09-16\|17.85\|2.65\|17.27\|17.88\|17.05\|161289;2026-09-17\|17.54\|-1.74\|17.71\|17.97\|17.48\|109825;2026-09-18\|17.70\|0.91\|17.87\|17.90\|17.63\|108894
111641	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AIDC项目交付+算力UPS电源+员工持股计划行业原因：华泰期货指出，近期碳酸锂盘面价格反弹，碳酸锂供需偏紧格局尚未改变。供给扰动上，枧下窝用地预审被注销，复产预期下降，加剧了短期供需偏紧的格局。公司原因： 1、据雄韬股份官微2026年6月11日报道，公司于北欧芬兰的AIDC大型数据中心项目如期交付，项目配套公司REVO系列UPS锂电解决方案，为超大规模数字基础设施提供备电保障。 2、据2026年4月24日年报，公司专注于算力中心与数据中心UPS电源领域，将其作为最核心的发展战略，提供高倍率锂电池等解决方案，在LFP锂电UPS领域占据全球领先地位。 3、据2026年3月27日员工持股计划草案，公司设定2026年净利润增长率不低于10%的业绩考核目标，彰显管理层对公司未来发展的信心。	公司聚焦算力中心与数据中心UPS电源，高倍率锂电产品已大规模应用于东南亚、澳洲、欧洲算力中心，为UPS厂家首选品牌	2026-05-15\|27.11\|0.33\|27.10\|27.55\|26.68\|158601;2026-05-18\|26.20\|-3.36\|26.84\|27.18\|25.87\|203011;2026-05-19\|25.64\|-2.14\|26.22\|26.45\|25.23\|141957;2026-05-20\|25.71\|0.27\|25.51\|26.12\|25.05\|110919;2026-05-21\|25.23\|-1.87\|25.90\|26.63\|25.18\|155941;2026-05-22\|27.75\|9.99\|25.50\|27.75\|25.29\|262553;2026-05-25\|29.32\|5.66\|28.20\|29.68\|28.11\|379053;2026-05-26\|32.25\|9.99\|29.14\|32.25\|28.71\|578390;2026-05-27\|33.80\|4.81\|32.45\|35.00\|32.03\|551151;2026-05-28\|34.47\|1.98\|30.97\|35.05\|30.97\|475778;2026-05-29\|33.42\|-3.05\|34.90\|35.22\|33.00\|318659;2026-06-01\|30.08\|-9.99\|33.65\|33.70\|30.08\|325352;2026-06-02\|30.05\|-0.10\|30.60\|31.04\|28.90\|269061;2026-06-03\|29.70\|-0.83\|30.00\|30.24\|29.11\|201937;2026-06-04\|32.67\|10.00\|29.36\|32.67\|29.25\|232007;2026-06-05\|33.96\|3.95\|33.20\|35.76\|33.02\|437205;2026-06-08\|33.57\|-1.15\|33.85\|34.86\|32.43\|336055;2026-06-09\|35.62\|6.11\|33.98\|35.96\|33.60\|366103;2026-06-10\|32.06\|-9.99\|35.27\|35.27\|32.06\|301999;2026-06-11\|31.39\|-2.09\|30.87\|32.04\|30.01\|330034;2026-06-12\|34.53\|10.00\|31.70\|34.53\|31.46\|180628;2026-06-15\|37.73\|9.27\|36.95\|37.98\|35.57\|568266;2026-06-16\|36.50\|-3.26\|36.56\|37.38\|36.31\|390948;2026-06-17\|35.88\|-1.70\|36.71\|37.20\|35.13\|328282;2026-06-18\|35.09\|-2.20\|35.56\|36.27\|34.70\|267190;2026-06-22\|35.00\|-0.26\|35.33\|35.34\|34.10\|266080;2026-06-23\|33.06\|-5.54\|35.00\|35.00\|32.64\|250923;2026-06-24\|32.82\|-0.73\|32.90\|33.81\|32.04\|192792;2026-06-25\|34.71\|5.76\|32.86\|35.48\|32.45\|429870;2026-06-26\|35.44\|2.10\|33.96\|36.20\|33.26\|431096;2026-06-29\|31.90\|-9.99\|34.81\|34.81\|31.90\|126580;2026-06-30\|30.98\|-2.88\|28.71\|31.38\|28.71\|436330;2026-07-01\|28.50\|-8.01\|30.92\|30.99\|28.11\|370926;2026-07-02\|26.39\|-7.40\|28.23\|28.48\|26.31\|245158;2026-07-03\|26.03\|-1.36\|26.80\|27.37\|26.00\|196993;2026-07-06\|25.13\|-3.46\|26.70\|26.88\|25.06\|183883;2026-07-07\|26.25\|4.46\|25.60\|27.64\|25.35\|400202;2026-07-08\|23.63\|-9.98\|25.40\|25.88\|23.63\|228026;2026-07-09\|23.05\|-2.45\|22.57\|23.48\|21.69\|288552;2026-07-10\|23.31\|1.13\|23.55\|24.54\|23.06\|244386;2026-07-13\|21.66\|-7.08\|23.11\|23.39\|21.50\|148146;2026-07-14\|22.14\|2.22\|21.54\|22.35\|21.21\|150393;2026-07-15\|21.46\|-3.07\|22.38\|22.38\|21.25\|119543;2026-07-16\|20.44\|-4.75\|21.25\|21.42\|20.29\|136522;2026-07-17\|18.87\|-7.68\|20.40\|20.40\|18.70\|165347;2026-07-20\|17.58\|-6.84\|19.25\|19.39\|17.20\|184913;2026-07-21\|18.52\|5.35\|17.59\|18.60\|16.18\|222974;2026-07-22\|17.88\|-3.46\|18.29\|18.64\|17.70\|158008;2026-07-23\|18.56\|3.80\|17.83\|18.63\|17.78\|155239;2026-07-24\|17.70\|-4.63\|18.42\|18.42\|17.59\|106505;2026-07-27\|18.50\|4.52\|17.72\|18.52\|17.72\|120729;2026-07-28\|17.88\|-3.35\|18.30\|18.76\|17.80\|111682;2026-07-29\|17.95\|0.39\|17.95\|18.12\|17.30\|133163;2026-07-30\|16.83\|-6.24\|17.80\|17.92\|16.76\|148776;2026-07-31\|17.18\|2.08\|17.40\|17.77\|17.17\|143339;2026-08-03\|17.65\|2.74\|17.19\|17.78\|17.06\|115026;2026-08-04\|18.27\|3.51\|17.94\|18.35\|17.65\|115343;2026-08-05\|18.84\|3.12\|18.14\|18.94\|18.14\|142427;2026-08-06\|19.09\|1.33\|18.84\|19.24\|18.64\|137608;2026-08-07\|19.34\|1.31\|19.13\|19.43\|18.60\|152041;2026-08-10\|19.19\|-0.78\|19.40\|19.56\|18.88\|129833;2026-08-11\|19.16\|-0.16\|19.19\|19.42\|18.85\|103466;2026-08-12\|19.39\|1.20\|19.13\|19.45\|19.06\|90833;2026-08-13\|19.40\|0.05\|19.50\|20.12\|19.38\|159934;2026-08-14\|19.52\|0.62\|19.56\|19.68\|19.28\|101882;2026-08-17\|20.01\|2.51\|19.51\|20.13\|19.23\|135481;2026-08-18\|19.59\|-2.10\|20.06\|20.15\|19.41\|106234;2026-08-19\|18.40\|-6.07\|19.25\|19.45\|18.30\|112489;2026-08-20\|18.29\|-0.60\|18.59\|18.66\|18.17\|75483;2026-08-21\|18.47\|0.98\|18.29\|18.77\|17.91\|104296;2026-08-24\|18.62\|0.81\|18.62\|18.92\|18.05\|99598;2026-08-25\|18.54\|-0.43\|18.36\|18.64\|17.96\|84439;2026-08-26\|18.32\|-1.19\|18.31\|18.53\|17.90\|103010;2026-08-27\|18.56\|1.31\|18.25\|18.64\|18.12\|90321;2026-08-28\|18.55\|-0.05\|18.57\|18.83\|18.40\|84291;2026-08-31\|18.50\|-0.27\|18.30\|18.52\|18.13\|79394;2026-09-01\|18.22\|-1.51\|18.55\|18.58\|18.13\|82335;2026-09-02\|18.38\|0.88\|18.10\|18.62\|17.82\|108145;2026-09-03\|18.56\|0.98\|18.58\|18.98\|18.26\|119323;2026-09-04\|18.21\|-1.89\|18.77\|18.96\|18.08\|198855;2026-09-07\|18.62\|2.25\|18.21\|18.76\|18.21\|144282;2026-09-08\|18.18\|-2.36\|18.62\|18.68\|18.12\|122623;2026-09-09\|18.17\|-0.06\|18.18\|18.55\|18.08\|89975;2026-09-10\|17.80\|-2.04\|18.04\|18.11\|17.72\|75497;2026-09-11\|17.56\|-1.35\|17.55\|17.70\|17.10\|96311;2026-09-14\|17.52\|-0.23\|17.40\|17.73\|17.24\|54859;2026-09-15\|17.65\|0.74\|17.52\|18.06\|17.42\|98616;2026-09-16\|18.12\|2.66\|17.50\|18.26\|17.27\|134910;2026-09-17\|17.80\|-1.77\|18.15\|18.42\|17.74\|103687;2026-09-18\|18.24\|2.47\|18.05\|18.40\|18.02\|114498
111640	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	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。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、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	2026-05-15\|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;2026-07-27\|8.83\|4.13\|8.38\|8.84\|8.30\|1206454;2026-07-28\|8.56\|-3.06\|8.80\|9.08\|8.50\|1283470;2026-07-29\|8.39\|-1.99\|8.59\|8.63\|8.13\|1283378;2026-07-30\|7.78\|-7.27\|8.40\|8.58\|7.68\|1642102;2026-07-31\|8.13\|4.50\|8.21\|8.48\|8.12\|1878967;2026-08-03\|8.36\|2.83\|8.17\|8.63\|8.05\|1907538;2026-08-04\|9.20\|10.05\|8.45\|9.20\|8.45\|1892891;2026-08-05\|9.58\|4.13\|9.25\|9.70\|9.15\|3311138;2026-08-06\|9.68\|1.04\|9.48\|9.83\|9.40\|2419217;2026-08-07\|9.89\|2.17\|9.65\|9.99\|9.33\|2290558;2026-08-10\|10.88\|10.01\|10.28\|10.88\|9.81\|2803378;2026-08-11\|10.61\|-2.48\|10.87\|11.15\|10.47\|3160931;2026-08-12\|11.45\|7.92\|10.82\|11.55\|10.45\|3518065;2026-08-13\|10.93\|-4.54\|11.60\|12.19\|10.87\|3736171;2026-08-14\|12.02\|9.97\|10.93\|12.02\|10.75\|3020837;2026-08-17\|13.13\|9.23\|12.62\|13.22\|12.34\|5030257;2026-08-18\|12.90\|-1.75\|13.07\|13.38\|12.57\|3586018;2026-08-19\|11.61\|-10.00\|12.32\|12.68\|11.61\|2429881;2026-08-20\|11.02\|-5.08\|11.56\|11.72\|10.92\|2413565;2026-08-21\|11.62\|5.44\|11.02\|11.71\|10.94\|2781678;2026-08-24\|11.33\|-2.50\|11.50\|11.70\|11.04\|1719018;2026-08-25\|11.55\|1.94\|10.99\|11.70\|10.80\|1925810;2026-08-26\|11.35\|-1.73\|11.55\|11.80\|11.15\|1497546;2026-08-27\|11.69\|3.00\|11.42\|11.82\|11.32\|1944317;2026-08-28\|11.94\|2.14\|11.71\|12.38\|11.69\|2719716;2026-08-31\|11.57\|-3.10\|11.71\|12.08\|11.43\|2165779;2026-09-01\|11.63\|0.52\|11.69\|12.16\|11.37\|2345789;2026-09-02\|11.86\|1.98\|11.22\|12.16\|11.01\|2893822;2026-09-03\|12.38\|4.38\|11.87\|12.50\|11.76\|3309549;2026-09-04\|11.88\|-4.04\|12.30\|12.33\|11.45\|2804656;2026-09-07\|12.55\|5.64\|11.69\|12.72\|11.42\|2990127;2026-09-08\|12.39\|-1.27\|12.40\|12.74\|12.18\|2452679;2026-09-09\|12.03\|-2.91\|12.40\|12.58\|12.02\|1938858;2026-09-10\|11.79\|-2.00\|11.76\|12.10\|11.32\|1794075;2026-09-11\|11.98\|1.61\|11.48\|12.28\|11.43\|2056199;2026-09-14\|13.18\|10.02\|11.70\|13.18\|11.53\|2853636;2026-09-15\|12.66\|-3.95\|13.09\|13.17\|12.66\|3224933;2026-09-16\|12.88\|1.74\|12.77\|13.10\|12.50\|2399406;2026-09-17\|12.61\|-2.10\|12.79\|13.12\|12.61\|1807779;2026-09-18\|12.61\|0.00\|12.77\|12.95\|12.40\|1670975
111639	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AI服务器电源+机器人电源+股权激励行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司定位为AI全场景能源解决方案提供商，已布局600kW Power Rack及800V电源砖，具备从网侧到芯片侧的全链路电压布局能力，服务器电源覆盖550W-8000W，客户涵盖服务器制造商、ODM及互联网行业巨头。 2、据2026年5月14日投资者关系活动记录表，公司已与国内头部机器人厂商合作，提供高性能电源管理系统和补能模块，单机电源价值量较传统手机适配器实现数量级提升，并可为机器人客户提供涵盖“能源充电、存储、用电”的系统级解决方案。 3、据2026年6月10日公告，公司发布2026年股票期权激励计划，设定2027年至2029年高功率AI电源产品及Power Shelf累计营收超2亿元等考核目标，并明确大于1MW整体方案落地等远期要求。	公司服务器电源功率550W-8000W，已批量交付AI服务器、数据中心及海外客户，单机柜供电突破30kW	2026-05-15\|59.10\|0.68\|61.15\|61.80\|58.00\|100902;2026-05-18\|59.18\|0.14\|59.09\|61.50\|58.05\|103794;2026-05-19\|57.78\|-2.37\|59.25\|60.47\|56.62\|83608;2026-05-20\|61.68\|6.75\|57.32\|63.38\|57.32\|116209;2026-05-21\|62.02\|0.55\|62.08\|66.22\|61.51\|119239;2026-05-22\|68.22\|10.00\|62.57\|68.22\|62.57\|111472;2026-05-25\|69.00\|1.14\|72.25\|73.18\|68.58\|137902;2026-05-26\|66.89\|-3.06\|68.99\|69.01\|65.77\|83838;2026-05-27\|67.00\|0.16\|66.92\|69.90\|66.68\|100536;2026-05-28\|68.28\|2.82\|66.28\|68.62\|64.30\|90823;2026-05-29\|64.74\|-5.18\|66.92\|67.39\|64.20\|90869;2026-06-01\|60.02\|-7.29\|63.96\|65.49\|59.88\|96420;2026-06-02\|62.00\|3.30\|60.00\|63.18\|58.11\|94004;2026-06-03\|61.01\|-1.60\|62.00\|63.13\|60.12\|78900;2026-06-04\|62.73\|2.82\|60.48\|62.96\|59.78\|69927;2026-06-05\|65.37\|4.21\|64.02\|68.18\|62.75\|129762;2026-06-08\|59.50\|-8.98\|60.40\|62.93\|58.84\|109692;2026-06-09\|65.45\|10.00\|60.82\|65.45\|60.40\|77083;2026-06-10\|67.11\|2.54\|65.58\|70.50\|65.00\|138545;2026-06-11\|64.82\|-3.41\|66.12\|67.70\|64.66\|88648;2026-06-12\|64.47\|-0.54\|65.16\|68.18\|63.89\|81487;2026-06-15\|65.23\|1.18\|64.79\|67.10\|64.51\|77594;2026-06-16\|71.75\|10.00\|65.08\|71.75\|64.63\|133766;2026-06-17\|72.60\|1.18\|70.50\|73.38\|70.19\|113206;2026-06-18\|68.47\|-5.69\|72.39\|73.70\|68.19\|117529;2026-06-22\|64.50\|-5.80\|68.50\|70.58\|61.62\|187881;2026-06-23\|62.65\|-2.87\|63.78\|65.49\|61.45\|92346;2026-06-24\|63.40\|1.20\|62.37\|63.66\|60.40\|85784;2026-06-25\|68.15\|7.49\|64.50\|69.70\|64.08\|156298;2026-06-26\|67.39\|-1.12\|67.00\|69.09\|64.74\|107169;2026-06-29\|67.81\|0.62\|70.65\|72.59\|64.01\|138625;2026-06-30\|71.61\|5.60\|69.17\|73.00\|67.00\|114167;2026-07-01\|67.07\|-6.34\|72.39\|75.66\|66.30\|128739;2026-07-02\|63.94\|-4.67\|65.69\|68.22\|63.00\|108511;2026-07-03\|65.82\|2.94\|63.44\|69.28\|62.12\|127139;2026-07-06\|67.82\|3.04\|66.31\|69.49\|65.25\|124401;2026-07-07\|61.79\|-8.89\|66.60\|66.60\|61.50\|156233;2026-07-08\|60.06\|-2.80\|61.79\|62.79\|58.40\|73753;2026-07-09\|60.51\|0.75\|61.10\|62.30\|55.95\|100722;2026-07-10\|55.79\|-7.80\|60.00\|61.11\|55.35\|99424;2026-07-13\|50.21\|-10.00\|55.04\|55.96\|50.21\|97682;2026-07-14\|50.50\|0.58\|50.34\|51.49\|48.30\|91526;2026-07-15\|48.74\|-3.49\|49.36\|50.40\|47.30\|116797;2026-07-16\|46.00\|-5.62\|47.77\|48.79\|45.20\|99317;2026-07-17\|41.40\|-10.00\|46.20\|46.31\|41.40\|81714;2026-07-20\|37.26\|-10.00\|41.41\|42.50\|37.26\|81647;2026-07-21\|38.63\|3.68\|37.44\|38.66\|33.80\|133141;2026-07-22\|38.94\|0.80\|38.64\|40.89\|38.02\|111652;2026-07-23\|38.94\|0.00\|38.96\|40.88\|38.56\|79258;2026-07-24\|37.57\|-3.52\|38.92\|39.06\|36.90\|61146;2026-07-27\|38.42\|2.26\|37.77\|38.95\|37.00\|66247;2026-07-28\|35.98\|-6.35\|37.82\|38.60\|35.68\|71529;2026-07-29\|35.40\|-1.61\|35.90\|36.20\|33.78\|86803;2026-07-30\|33.25\|-6.07\|35.17\|35.93\|33.02\|70628;2026-07-31\|34.36\|3.34\|35.00\|35.84\|34.33\|92460;2026-08-03\|33.87\|-1.43\|34.38\|34.72\|33.57\|54858;2026-08-04\|35.40\|4.52\|34.20\|35.57\|33.90\|66816;2026-08-05\|37.35\|5.51\|35.55\|37.75\|35.41\|79747;2026-08-06\|37.52\|0.46\|37.22\|37.95\|36.01\|74142;2026-08-07\|38.27\|2.00\|37.61\|38.44\|36.80\|67346;2026-08-10\|38.07\|-0.52\|38.60\|39.69\|36.80\|67420;2026-08-11\|38.04\|-0.08\|37.81\|38.60\|37.18\|54088;2026-08-12\|38.95\|2.39\|38.13\|39.39\|37.85\|48931;2026-08-13\|39.39\|1.13\|39.62\|41.23\|39.15\|103012;2026-08-14\|39.00\|-0.99\|39.89\|39.95\|38.49\|51005;2026-08-17\|40.90\|4.87\|39.25\|40.90\|38.92\|65226;2026-08-18\|40.76\|-0.34\|41.00\|42.31\|40.19\|68454;2026-08-19\|37.19\|-8.76\|39.97\|40.15\|36.70\|88132;2026-08-20\|37.76\|1.53\|37.82\|38.38\|37.11\|58139;2026-08-21\|38.38\|1.64\|37.48\|38.55\|36.84\|45758;2026-08-24\|37.29\|-2.84\|38.38\|38.39\|36.32\|48063;2026-08-25\|37.87\|1.56\|36.61\|38.52\|35.96\|57249;2026-08-26\|37.94\|0.18\|38.00\|38.40\|36.95\|42073;2026-08-27\|39.01\|2.82\|38.10\|39.48\|37.57\|56108;2026-08-28\|37.83\|-3.02\|39.12\|39.49\|37.80\|47852;2026-08-31\|38.87\|2.75\|37.19\|38.95\|37.10\|61234;2026-09-01\|38.15\|-1.85\|38.87\|39.47\|38.05\|59305;2026-09-02\|37.50\|-1.70\|38.05\|38.05\|37.00\|45381;2026-09-03\|37.73\|0.61\|37.81\|38.30\|36.93\|49166;2026-09-04\|36.66\|-2.84\|37.84\|38.88\|36.35\|57749;2026-09-07\|38.18\|4.15\|37.42\|38.38\|37.04\|69529;2026-09-08\|37.15\|-2.70\|38.17\|38.50\|37.00\|72240;2026-09-09\|37.18\|0.08\|37.20\|38.00\|36.86\|42666;2026-09-10\|36.41\|-2.07\|36.89\|37.10\|36.29\|36111;2026-09-11\|35.60\|-2.22\|36.00\|36.09\|34.71\|42858;2026-09-14\|35.95\|0.98\|35.50\|36.20\|34.65\|43569;2026-09-15\|35.41\|-1.50\|35.66\|36.20\|35.35\|31765;2026-09-16\|36.09\|1.92\|35.37\|36.38\|34.91\|36982;2026-09-17\|35.77\|-0.89\|36.31\|36.60\|35.52\|27273;2026-09-18\|36.50\|2.04\|36.26\|36.80\|35.90\|52480
111638	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	算力租赁+增资+建筑工程 1、据2026年4月29日年报及2026年5月25日业绩说明会，公司控股子公司已开展算力租赁服务业务，为客户提供智算综合解决方案，已开始为一家大型企业提供稳定收入的租赁服务，但业务开展时间较短，收入规模相对较小。 2、据2026年5月19日公告，公司拟向控股子公司上海帕晏算力科技有限公司增资16,876.825万元，以推进算力租赁服务业务发展，相关资金尚需通过外部借款或其他方式筹措。 3、据2026年4月29日年报，公司主营业务为建筑工程业务，同时经营自有资产出租业务。公司正积极把握新兴产业机遇，推进业务转型，以应对市场变化和挑战。	公司主营建筑工程业务，控股子公司已增资开展算力租赁业务	2026-05-15\|26.55\|-5.18\|28.00\|28.28\|25.78\|90540;2026-05-18\|26.21\|-1.28\|26.75\|26.78\|25.80\|54337;2026-05-19\|26.41\|0.76\|26.40\|27.03\|25.45\|55998;2026-05-20\|25.15\|-4.77\|26.38\|26.40\|25.04\|46840;2026-05-21\|23.62\|-6.08\|25.63\|25.63\|23.38\|68871;2026-05-22\|25.98\|9.99\|24.00\|25.98\|23.70\|40372;2026-05-25\|28.58\|10.01\|25.98\|28.58\|25.63\|128920;2026-05-26\|29.46\|3.08\|28.54\|29.91\|27.52\|127544;2026-05-27\|27.13\|-7.91\|29.74\|29.87\|26.88\|90628;2026-05-28\|26.30\|-3.06\|27.12\|27.12\|25.79\|64943;2026-05-29\|26.12\|-0.68\|26.56\|26.58\|25.42\|54970;2026-06-01\|25.66\|-1.76\|25.69\|27.10\|25.55\|31175;2026-06-02\|24.38\|-4.99\|25.70\|25.91\|23.64\|47091;2026-06-03\|24.60\|0.90\|24.62\|25.15\|24.09\|34704;2026-06-04\|24.71\|0.45\|24.59\|25.11\|24.10\|38612;2026-06-05\|23.72\|-4.01\|25.39\|25.39\|23.45\|33512;2026-06-08\|24.81\|4.60\|21.95\|25.08\|21.92\|51079;2026-06-09\|25.04\|0.93\|24.80\|25.26\|24.11\|39198;2026-06-10\|25.46\|1.68\|24.90\|25.92\|24.68\|30147;2026-06-11\|25.54\|0.31\|25.60\|26.20\|24.80\|36657;2026-06-12\|24.39\|-4.50\|25.57\|26.04\|24.30\|33621;2026-06-15\|26.15\|7.22\|24.88\|26.73\|24.21\|50538;2026-06-16\|26.75\|2.29\|26.67\|27.93\|25.91\|41843;2026-06-17\|27.30\|2.06\|26.65\|27.90\|26.22\|44013;2026-06-18\|27.58\|1.03\|27.29\|29.16\|27.11\|39760;2026-06-22\|30.34\|10.01\|27.80\|30.34\|27.70\|53037;2026-06-23\|28.94\|-4.61\|30.04\|30.95\|28.80\|59916;2026-06-24\|28.32\|-2.14\|29.17\|29.65\|28.00\|29503;2026-06-25\|28.35\|0.11\|28.74\|29.13\|27.90\|23599;2026-06-26\|28.00\|-1.23\|28.31\|31.19\|27.27\|77193;2026-06-29\|29.15\|4.11\|28.55\|30.06\|27.20\|84487;2026-06-30\|27.68\|-5.04\|29.20\|29.45\|27.00\|68352;2026-07-01\|26.66\|-3.69\|28.02\|28.07\|26.30\|48477;2026-07-02\|25.40\|-4.73\|26.24\|27.42\|25.31\|54927;2026-07-03\|26.03\|2.48\|25.98\|26.46\|25.02\|31328;2026-07-06\|24.79\|-4.76\|25.99\|26.12\|24.23\|32063;2026-07-07\|24.30\|-1.98\|24.78\|25.13\|24.11\|19370;2026-07-08\|23.84\|-1.89\|24.12\|24.56\|23.12\|25914;2026-07-09\|24.01\|0.71\|23.83\|24.16\|22.92\|19703;2026-07-10\|23.72\|-1.21\|24.01\|24.36\|23.70\|22273;2026-07-13\|21.64\|-8.77\|23.70\|23.89\|21.50\|36798;2026-07-14\|22.30\|3.05\|21.62\|22.39\|21.22\|27496;2026-07-15\|21.78\|-2.33\|22.30\|22.83\|21.64\|23809;2026-07-16\|20.60\|-5.42\|21.74\|21.97\|20.22\|33166;2026-07-17\|18.54\|-10.00\|20.50\|20.50\|18.54\|96431;2026-07-20\|16.69\|-9.98\|18.50\|18.88\|16.69\|60472;2026-07-21\|17.81\|6.71\|16.69\|17.98\|15.02\|83490;2026-07-22\|18.43\|3.48\|17.40\|18.96\|17.25\|68976;2026-07-23\|18.44\|0.05\|18.00\|18.88\|17.30\|46876;2026-07-24\|18.11\|-1.79\|18.39\|18.66\|17.64\|31103;2026-07-27\|18.72\|3.37\|18.28\|19.32\|17.80\|37493;2026-07-28\|18.80\|0.43\|18.56\|19.45\|18.35\|33410;2026-07-29\|18.11\|-3.67\|18.61\|18.96\|17.30\|48265;2026-07-30\|16.57\|-8.50\|17.98\|18.36\|16.52\|37862;2026-07-31\|17.75\|7.12\|17.36\|18.23\|17.04\|52970;2026-08-03\|16.98\|-4.34\|17.57\|17.81\|16.85\|40159;2026-08-04\|18.29\|7.71\|16.96\|18.68\|16.96\|46632;2026-08-05\|19.32\|5.63\|18.93\|19.58\|18.54\|38679;2026-08-06\|19.91\|3.05\|19.32\|20.49\|18.60\|39267;2026-08-07\|20.63\|3.62\|19.80\|20.73\|19.62\|29934;2026-08-10\|21.22\|2.86\|20.60\|21.72\|20.55\|42356;2026-08-11\|21.26\|0.19\|20.97\|21.65\|20.68\|24213;2026-08-12\|23.39\|10.02\|21.22\|23.39\|21.22\|35720;2026-08-13\|22.66\|-3.12\|24.00\|24.78\|22.54\|55749;2026-08-14\|22.42\|-1.06\|22.71\|22.83\|21.91\|34561;2026-08-17\|22.48\|0.27\|22.41\|22.57\|21.92\|26320;2026-08-18\|22.43\|-0.22\|22.47\|22.80\|22.21\|19344;2026-08-19\|21.15\|-5.71\|22.33\|22.42\|20.83\|26461;2026-08-20\|21.53\|1.80\|21.33\|22.23\|21.03\|21458;2026-08-21\|21.45\|-0.37\|21.89\|21.89\|21.01\|11938;2026-08-24\|21.09\|-1.68\|21.59\|21.96\|20.85\|19614;2026-08-25\|20.66\|-2.04\|20.98\|21.00\|20.19\|21118;2026-08-26\|20.89\|1.11\|20.66\|20.98\|20.05\|16324;2026-08-27\|21.33\|2.11\|20.48\|21.48\|20.48\|13111;2026-08-28\|21.47\|0.66\|21.00\|21.76\|21.00\|11172;2026-08-31\|21.58\|0.51\|21.05\|21.87\|21.05\|11581;2026-09-01\|21.21\|-1.71\|21.51\|21.83\|21.20\|13349;2026-09-02\|20.78\|-2.03\|21.21\|21.22\|20.55\|16794;2026-09-03\|22.86\|10.01\|20.76\|22.86\|20.76\|58414;2026-09-04\|22.19\|-2.93\|24.05\|24.05\|22.07\|73662;2026-09-07\|21.49\|-3.15\|22.19\|22.98\|20.40\|67270;2026-09-08\|21.54\|0.23\|21.40\|22.03\|20.78\|44785;2026-09-09\|23.02\|6.87\|21.80\|23.69\|21.73\|100453;2026-09-10\|21.86\|-5.04\|22.57\|23.00\|21.55\|73468;2026-09-11\|21.40\|-2.10\|21.50\|22.60\|20.50\|41434;2026-09-14\|21.10\|-1.40\|21.16\|21.64\|21.00\|24997;2026-09-15\|20.64\|-2.18\|20.81\|21.16\|20.60\|18654;2026-09-16\|20.72\|0.39\|20.64\|21.20\|20.56\|21089;2026-09-17\|20.91\|0.92\|20.56\|21.02\|20.41\|20763;2026-09-18\|21.60\|3.30\|20.91\|21.85\|20.91\|28042
111637	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093
111636	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644;2026-07-13\|30.75\|-9.74\|33.99\|34.86\|30.68\|177775;2026-07-14\|31.25\|1.63\|31.01\|32.19\|29.77\|139044;2026-07-15\|29.73\|-4.86\|32.02\|32.48\|29.50\|131401;2026-07-16\|28.45\|-4.31\|29.28\|30.04\|28.04\|128146;2026-07-17\|26.16\|-8.05\|28.20\|28.80\|25.72\|149783;2026-07-20\|23.54\|-10.02\|26.68\|27.00\|23.54\|157243;2026-07-21\|25.27\|7.35\|23.96\|25.47\|21.19\|229025;2026-07-22\|25.57\|1.19\|25.94\|26.65\|25.00\|202711;2026-07-23\|26.17\|2.35\|25.50\|26.85\|25.47\|143851;2026-07-24\|25.08\|-4.17\|26.11\|26.15\|24.77\|120454;2026-07-27\|25.99\|3.63\|25.15\|25.99\|24.71\|117914;2026-07-28\|24.18\|-6.96\|25.80\|26.23\|23.92\|125211;2026-07-29\|24.38\|0.83\|24.00\|25.39\|23.32\|167748;2026-07-30\|22.35\|-8.33\|24.24\|24.34\|22.10\|162556;2026-07-31\|23.27\|4.12\|23.90\|24.55\|23.27\|161181;2026-08-03\|23.34\|0.30\|23.62\|24.02\|23.16\|143679;2026-08-04\|25.01\|7.16\|23.98\|25.18\|23.54\|169039;2026-08-05\|26.19\|4.72\|25.02\|26.41\|24.58\|190326;2026-08-06\|26.86\|2.56\|26.15\|27.15\|25.73\|154658;2026-08-07\|29.01\|8.00\|26.85\|29.45\|26.10\|262727;2026-08-10\|31.91\|10.00\|31.91\|31.91\|31.91\|74104;2026-08-11\|30.39\|-4.76\|31.96\|32.00\|28.72\|560463;2026-08-12\|31.88\|4.90\|30.50\|32.43\|30.50\|427237;2026-08-13\|31.74\|-0.44\|32.45\|33.37\|31.50\|355080;2026-08-14\|31.09\|-2.05\|31.89\|32.20\|30.67\|300855;2026-08-17\|31.97\|2.83\|31.40\|32.24\|30.62\|255992;2026-08-18\|31.30\|-2.10\|32.05\|32.22\|30.74\|205993;2026-08-19\|28.42\|-9.20\|29.91\|30.48\|28.26\|189208;2026-08-20\|28.31\|-0.39\|28.80\|29.00\|27.96\|135614;2026-08-21\|28.77\|1.62\|28.03\|29.78\|27.57\|159881;2026-08-24\|28.20\|-1.98\|28.76\|29.08\|27.13\|135494;2026-08-25\|28.45\|0.89\|27.55\|28.94\|26.84\|133820;2026-08-26\|27.78\|-2.35\|28.47\|28.90\|27.27\|113739;2026-08-27\|28.70\|3.31\|28.05\|28.90\|27.54\|139005;2026-08-28\|28.13\|-1.99\|28.85\|29.29\|28.10\|123502;2026-08-31\|28.64\|1.81\|27.55\|28.72\|27.44\|133211;2026-09-01\|27.50\|-3.98\|28.81\|28.89\|27.42\|128054;2026-09-02\|27.23\|-0.98\|27.00\|27.54\|26.86\|98286;2026-09-03\|28.18\|3.49\|27.52\|28.78\|27.18\|146389;2026-09-04\|27.73\|-1.60\|29.00\|30.39\|27.41\|262733;2026-09-07\|30.03\|8.29\|28.50\|30.50\|27.75\|356324;2026-09-08\|28.39\|-5.46\|30.03\|30.18\|28.23\|373724;2026-09-09\|28.82\|1.51\|29.80\|30.18\|28.32\|446374;2026-09-10\|27.09\|-6.00\|27.31\|27.76\|26.84\|266877;2026-09-11\|26.51\|-2.14\|26.40\|26.74\|25.47\|237591;2026-09-14\|27.17\|2.49\|26.01\|27.50\|25.80\|185611;2026-09-15\|26.93\|-0.88\|27.00\|27.80\|26.93\|133013;2026-09-16\|27.85\|3.42\|26.83\|28.00\|26.81\|169275;2026-09-17\|27.55\|-1.08\|27.61\|28.27\|27.35\|101959;2026-09-18\|28.50\|3.45\|27.83\|29.16\|27.48\|180928
111635	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司是国内电极箔行业龙头，掌握高端电极箔核心腐蚀工艺。铝电解电容器在电子电路中的核心用途是滤波和储能，根据英伟达，GB300的PSU相比于GB200新增了储能模块，其中铝电解电容器为核心组成部分。	2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638;2026-09-11\|88.25\|2.34\|84.01\|90.60\|79.21\|131082;2026-09-14\|87.79\|-0.52\|85.90\|88.80\|83.50\|89146;2026-09-15\|92.90\|5.82\|86.50\|92.90\|86.50\|114828;2026-09-16\|91.66\|-1.33\|93.49\|95.49\|89.70\|103221;2026-09-17\|95.41\|4.09\|89.56\|98.08\|89.48\|120757;2026-09-18\|93.68\|-1.81\|95.00\|99.00\|93.00\|113184
111634		撤销*ST申请+低空经济+无人机+航空装备行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年4月23日年报，公司2025年触及退市风险警示的情形已消除，公司已向交易所申请撤销对股票实施的退市风险警示。 2、据2026年4月23日年报，公司2026年经营目标包括突破低空经济等新兴市场，争取批量化无人机业务订单；公司已拓展挂架、吊舱、起落架及无人机等产品，丰富航空装备线。 3、据2026年5月26日投资者关系活动记录表，公司是以航空配套装备、航空精密零件加工等为主的研发制造一体化企业，主要产品为挂弹车、发动机安装车、挂架、吊舱等，广泛配套于我空海军现役及新一代战斗机、轰炸机及运输机。		2026-05-15\|37.92\|0.32\|37.77\|38.00\|36.40\|7185;2026-05-18\|36.11\|-4.77\|37.89\|37.90\|36.02\|7132;2026-05-19\|36.14\|0.08\|35.56\|36.47\|35.13\|4539;2026-05-20\|36.06\|-0.22\|36.50\|36.58\|35.72\|3850;2026-05-21\|35.29\|-2.14\|36.40\|36.58\|34.98\|4178;2026-05-22\|37.05\|4.99\|35.44\|37.05\|35.39\|6122;2026-05-25\|37.34\|0.78\|37.42\|37.69\|36.55\|5325;2026-05-26\|36.85\|-1.31\|37.33\|37.33\|35.80\|5506;2026-05-27\|36.89\|0.11\|36.50\|37.99\|36.20\|4352;2026-05-28\|36.51\|-1.03\|37.10\|37.48\|36.11\|4157;2026-05-29\|34.68\|-5.01\|36.69\|36.69\|34.68\|7084;2026-06-01\|34.04\|-1.85\|34.12\|34.66\|33.51\|11458;2026-06-02\|34.19\|0.44\|34.28\|34.69\|33.53\|6293;2026-06-03\|33.50\|-2.02\|33.70\|34.18\|32.49\|6830;2026-06-04\|33.00\|-1.49\|32.61\|33.66\|32.21\|3124;2026-06-05\|33.83\|2.52\|33.00\|34.18\|33.00\|3241;2026-06-08\|33.01\|-2.42\|33.80\|33.88\|32.60\|3283;2026-06-09\|33.43\|1.27\|33.17\|33.49\|32.62\|2592;2026-06-10\|33.18\|-0.75\|33.09\|33.34\|32.20\|2876;2026-06-11\|33.79\|1.84\|33.16\|33.90\|32.62\|2350;2026-06-12\|35.48\|5.00\|34.00\|35.48\|34.00\|7071;2026-06-16\|37.00\|4.28\|36.00\|38.49\|35.60\|26414;2026-06-17\|40.70\|10.00\|36.00\|40.70\|35.80\|22480;2026-06-18\|44.77\|10.00\|42.63\|44.77\|42.50\|26263;2026-06-22\|46.69\|4.29\|48.35\|48.80\|40.33\|46465;2026-06-23\|50.08\|7.26\|44.39\|51.36\|44.39\|49423;2026-06-24\|49.00\|-2.16\|49.58\|52.99\|45.65\|50189;2026-06-25\|52.00\|6.12\|49.00\|53.58\|49.00\|37422;2026-06-26\|57.20\|10.00\|51.93\|57.20\|51.93\|17752;2026-06-29\|52.61\|-8.02\|60.00\|62.23\|52.22\|56437;2026-06-30\|49.95\|-5.06\|52.61\|55.14\|47.35\|55357;2026-07-01\|45.05\|-9.81\|49.22\|53.02\|44.96\|62692;2026-07-02\|49.56\|10.01\|44.30\|49.56\|42.53\|54477;2026-07-03\|51.29\|3.49\|49.60\|52.99\|49.60\|45396;2026-07-06\|52.73\|2.81\|51.79\|55.51\|50.56\|36853;2026-07-07\|52.54\|-0.36\|52.86\|55.00\|51.30\|25600;2026-07-08\|54.50\|3.73\|52.80\|55.50\|51.88\|41247;2026-07-09\|55.65\|2.11\|52.68\|55.65\|49.50\|40720;2026-07-10\|55.87\|0.40\|56.66\|58.00\|54.73\|42099;2026-07-13\|54.94\|-1.66\|55.39\|56.40\|52.58\|28086;2026-07-14\|54.11\|-1.51\|53.73\|56.66\|52.25\|27302;2026-07-15\|52.73\|-2.55\|55.00\|55.00\|52.30\|15533;2026-07-16\|49.10\|-6.88\|51.80\|53.82\|48.00\|31079;2026-07-17\|47.35\|-3.56\|49.00\|50.07\|46.15\|25743;2026-07-20\|42.62\|-9.99\|47.35\|48.50\|42.62\|23090;2026-07-21\|41.17\|-3.40\|42.48\|42.48\|38.36\|28479;2026-07-22\|41.89\|1.75\|42.31\|43.68\|40.00\|18794;2026-07-23\|42.70\|1.93\|42.00\|43.48\|41.13\|12469;2026-07-24\|45.00\|5.39\|42.70\|45.80\|41.85\|22106;2026-07-27\|46.05\|2.33\|40.50\|46.13\|40.50\|36552;2026-07-28\|44.29\|-3.82\|45.50\|46.88\|44.01\|26879;2026-07-29\|44.57\|0.63\|44.30\|45.71\|43.40\|18408;2026-07-30\|41.26\|-7.43\|44.46\|44.75\|40.88\|20412;2026-07-31\|45.39\|10.01\|43.00\|45.39\|43.00\|21978;2026-08-03\|49.93\|10.00\|47.89\|49.93\|45.55\|19853;2026-08-04\|49.85\|-0.16\|52.78\|53.00\|49.40\|47187;2026-08-05\|51.16\|2.63\|49.35\|52.05\|47.72\|35813;2026-08-06\|50.45\|-1.39\|50.94\|52.48\|49.70\|32246;2026-08-07\|49.11\|-2.66\|50.46\|50.97\|48.67\|24954;2026-08-10\|49.25\|0.29\|49.89\|50.19\|47.08\|19249;2026-08-11\|48.93\|-0.65\|48.51\|49.17\|47.11\|11944;2026-08-12\|52.15\|6.58\|48.94\|53.01\|47.51\|32646;2026-08-13\|57.37\|10.01\|53.19\|57.37\|52.50\|29208;2026-08-14\|56.10\|-2.21\|58.00\|62.98\|55.00\|48734;2026-08-17\|54.55\|-2.76\|56.00\|56.25\|52.12\|34101;2026-08-18\|52.53\|-3.70\|54.01\|54.85\|52.52\|22451;2026-08-19\|50.47\|-3.92\|51.68\|52.87\|50.05\|18792;2026-08-20\|49.90\|-1.13\|51.46\|51.46\|49.17\|12194;2026-08-21\|50.67\|1.54\|50.40\|50.83\|48.96\|12698;2026-08-24\|49.90\|-1.52\|49.50\|50.51\|48.78\|11669;2026-08-25\|50.00\|0.20\|49.50\|50.39\|47.64\|14327;2026-08-26\|53.39\|6.78\|50.15\|53.68\|49.98\|28423;2026-08-27\|58.73\|10.00\|55.00\|58.73\|53.73\|17596;2026-08-28\|57.00\|-2.95\|63.37\|64.60\|55.01\|62428;2026-08-31\|56.14\|-1.51\|53.95\|59.00\|53.95\|40208;2026-09-01\|56.68\|0.96\|56.55\|58.42\|55.70\|30753;2026-09-02\|56.35\|-0.58\|57.42\|58.18\|55.30\|26401;2026-09-03\|58.40\|3.64\|56.35\|59.26\|56.09\|28830;2026-09-04\|57.72\|-1.16\|60.00\|60.88\|57.18\|30842;2026-09-07\|56.40\|-2.29\|57.47\|58.57\|55.88\|18248;2026-09-08\|55.64\|-1.35\|56.55\|56.80\|54.51\|13877;2026-09-09\|57.60\|3.52\|55.67\|57.67\|54.85\|21224;2026-09-10\|58.15\|0.95\|57.03\|59.55\|56.00\|26013;2026-09-11\|56.90\|-2.15\|58.00\|59.20\|56.30\|27443;2026-09-14\|61.86\|8.72\|57.00\|61.90\|55.05\|47880;2026-09-15\|55.67\|-10.01\|57.92\|59.36\|55.67\|26482;2026-09-16\|54.73\|-1.69\|50.13\|55.50\|50.13\|38420;2026-09-17\|52.33\|-4.39\|55.18\|55.55\|52.00\|22948;2026-09-18\|52.87\|1.03\|52.27\|53.10\|51.65\|19011
111633	AI数据中心液冷渗透率将提升至40%	液冷服务器+机器人+定增扩产行业原因：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20日异动公告，液冷业务有序开展，2025年度液冷系统及产品销售收入占营业收入比重为12.87%。受政策导向、市场需求变化、行业技术路线迭代及市场竞争格局变动等因素影响，客户开发、业务扩张、订单落地速度等均存在一定的波动和不确定性。 2、据2026年4月15日年报，2025年液冷系统及产品销售收入2.25亿元，同比增长77.76%，已为维谛技术、中兴通讯等数据中心客户批量供货。 3、据2025年8月4日互动易，公司巡检、清扫机器人及灵巧手产品已用于高危场景替代人工，契合机器人概念热点。 4、据2026年4月25日公告，公司拟向特定对象发行股票募资不超9.5亿元，用于液冷系统扩能及关键零部件产业化、储能系统建设，突破产能瓶颈并延伸产业链。	1、公司为数据中心、云计算、IDC、通信网络、人工智能领域提供液冷、温控技术及产品； 2、公司在储能、电力电网等领域可提供液冷产品与温控节能方案，公司SVG/SVC 液冷产品已应用于智能电网领域	2026-05-15\|18.74\|-2.29\|19.17\|19.56\|18.58\|419536;2026-05-18\|20.61\|9.98\|19.80\|20.61\|19.50\|420961;2026-05-19\|22.67\|10.00\|20.75\|22.67\|20.65\|757838;2026-05-20\|24.94\|10.01\|24.94\|24.94\|23.57\|607628;2026-05-21\|22.45\|-9.98\|24.56\|24.85\|22.45\|1567260;2026-05-22\|24.70\|10.02\|22.89\|24.70\|22.02\|1323245;2026-05-25\|24.10\|-2.43\|24.87\|24.96\|23.24\|1052989;2026-05-26\|22.04\|-8.55\|23.99\|24.03\|21.71\|883282;2026-05-27\|21.03\|-4.58\|21.69\|21.97\|20.75\|634134;2026-05-28\|21.75\|3.42\|20.71\|22.17\|20.57\|660180;2026-05-29\|20.83\|-4.23\|22.10\|22.68\|20.63\|578159;2026-06-01\|19.70\|-5.42\|21.05\|21.12\|19.62\|499901;2026-06-02\|19.92\|1.12\|19.81\|20.47\|19.14\|453554;2026-06-03\|19.83\|-0.45\|19.64\|20.99\|19.42\|542839;2026-06-04\|19.81\|-0.10\|19.42\|20.05\|19.20\|396398;2026-06-05\|19.00\|-4.09\|19.81\|20.00\|18.81\|473171;2026-06-08\|18.32\|-3.58\|18.05\|19.20\|18.05\|344643;2026-06-09\|19.93\|8.79\|18.91\|20.10\|18.78\|640616;2026-06-10\|20.60\|3.36\|20.11\|20.95\|19.93\|829131;2026-06-11\|20.81\|1.02\|20.01\|21.22\|19.88\|617756;2026-06-12\|20.94\|0.62\|20.99\|22.07\|20.85\|625353;2026-06-15\|21.08\|0.67\|21.20\|21.20\|20.16\|517214;2026-06-16\|21.17\|0.43\|20.91\|21.49\|20.70\|503654;2026-06-17\|21.09\|-0.38\|20.50\|21.23\|20.50\|375543;2026-06-18\|21.20\|0.52\|20.85\|21.71\|20.85\|475174;2026-06-22\|22.61\|6.65\|21.49\|23.32\|21.28\|1009722;2026-06-23\|23.06\|1.99\|23.28\|23.82\|22.50\|950285;2026-06-24\|23.20\|0.61\|22.41\|23.50\|22.00\|640687;2026-06-25\|23.43\|0.99\|23.21\|24.15\|22.88\|624372;2026-06-26\|22.88\|-2.35\|23.01\|23.94\|22.31\|497948;2026-06-29\|23.62\|3.23\|23.20\|24.09\|22.12\|621925;2026-06-30\|24.53\|3.85\|23.26\|24.80\|23.01\|661624;2026-07-01\|23.81\|-2.94\|24.80\|25.99\|23.30\|775945;2026-07-02\|23.96\|0.63\|22.80\|24.45\|22.45\|561532;2026-07-03\|23.26\|-2.92\|24.20\|24.86\|23.03\|566011;2026-07-06\|22.82\|-1.89\|23.30\|24.77\|22.80\|577693;2026-07-07\|22.40\|-1.84\|22.50\|23.80\|21.95\|495505;2026-07-08\|21.80\|-2.68\|22.47\|23.31\|21.40\|383535;2026-07-09\|22.58\|3.58\|21.88\|22.88\|20.84\|500064;2026-07-10\|23.74\|5.14\|22.91\|24.84\|22.59\|740575;2026-07-13\|21.37\|-9.98\|23.55\|24.17\|21.37\|494020;2026-07-14\|20.23\|-5.33\|21.09\|21.23\|19.23\|492448;2026-07-15\|20.37\|0.69\|20.30\|20.98\|19.66\|311890;2026-07-16\|19.61\|-3.73\|19.99\|20.71\|19.25\|265479;2026-07-17\|17.65\|-9.99\|19.52\|19.68\|17.65\|283941;2026-07-20\|15.89\|-9.97\|17.51\|17.60\|15.89\|430355;2026-07-21\|16.35\|2.89\|15.69\|16.42\|14.30\|597002;2026-07-22\|16.20\|-0.92\|15.93\|17.05\|15.66\|398552;2026-07-23\|15.79\|-2.53\|16.16\|16.79\|15.56\|340244;2026-07-24\|15.12\|-4.24\|15.44\|15.85\|15.04\|213811;2026-07-27\|15.59\|3.11\|15.01\|15.59\|14.65\|215717;2026-07-28\|14.39\|-7.70\|15.28\|15.59\|14.28\|270876;2026-07-29\|13.85\|-3.75\|14.39\|14.43\|13.26\|364675;2026-07-30\|12.47\|-9.96\|13.78\|13.78\|12.47\|380685;2026-07-31\|13.18\|5.69\|12.98\|13.57\|12.86\|393706;2026-08-03\|13.23\|0.38\|13.25\|13.55\|13.08\|246712;2026-08-04\|13.90\|5.06\|13.42\|13.98\|13.20\|294788;2026-08-05\|14.54\|4.60\|13.90\|14.60\|13.90\|313921;2026-08-06\|14.61\|0.48\|14.36\|14.83\|14.21\|256835;2026-08-07\|14.78\|1.16\|14.62\|14.85\|14.25\|254915;2026-08-10\|14.59\|-1.29\|15.07\|15.32\|14.36\|227267;2026-08-11\|14.68\|0.62\|14.57\|14.85\|14.32\|179666;2026-08-12\|15.74\|7.22\|14.66\|15.96\|14.49\|421618;2026-08-13\|15.00\|-4.70\|15.90\|15.92\|14.99\|375426;2026-08-14\|15.12\|0.80\|15.17\|15.31\|14.80\|228704;2026-08-17\|15.63\|3.37\|15.24\|15.75\|14.90\|306983;2026-08-18\|16.38\|4.80\|15.77\|16.44\|15.32\|481064;2026-08-19\|14.74\|-10.01\|15.87\|15.87\|14.74\|444238;2026-08-20\|14.44\|-2.04\|14.89\|14.96\|14.30\|254580;2026-08-21\|15.59\|7.96\|14.31\|15.77\|14.31\|515691;2026-08-24\|15.40\|-1.22\|15.63\|16.00\|15.07\|317293;2026-08-25\|16.09\|4.48\|15.13\|16.45\|14.89\|422319;2026-08-26\|16.40\|1.93\|15.98\|16.58\|15.69\|467071;2026-08-27\|16.81\|2.50\|16.55\|16.87\|16.11\|384201;2026-08-28\|16.45\|-2.14\|16.82\|16.98\|16.35\|299624;2026-08-31\|17.00\|3.34\|16.11\|17.05\|16.10\|273888;2026-09-01\|16.81\|-1.12\|17.04\|17.10\|16.60\|203014;2026-09-02\|16.95\|0.83\|16.65\|17.12\|16.48\|205283;2026-09-03\|17.94\|5.84\|17.02\|18.13\|17.02\|433676;2026-09-04\|16.89\|-5.85\|17.87\|18.10\|16.84\|398606;2026-09-07\|17.01\|0.71\|17.15\|17.18\|16.70\|218604;2026-09-08\|16.58\|-2.53\|17.31\|17.35\|16.45\|228472;2026-09-09\|16.70\|0.72\|16.58\|16.95\|16.43\|175409;2026-09-10\|16.15\|-3.29\|16.41\|16.58\|16.15\|128102;2026-09-11\|15.79\|-2.23\|15.83\|15.98\|15.40\|140211;2026-09-14\|16.51\|4.56\|15.80\|16.80\|15.50\|219340;2026-09-15\|16.83\|1.94\|16.26\|17.18\|16.26\|288387;2026-09-16\|17.75\|5.47\|16.90\|17.96\|16.61\|359446;2026-09-17\|16.28\|-8.28\|18.18\|18.46\|16.11\|520149;2026-09-18\|16.73\|2.76\|16.58\|16.99\|16.32\|328721
111632	AI数据中心液冷渗透率将提升至40%	液冷服务器+核电冷却塔+订单高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，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4月28日年报，公司数据中心液冷冷却塔已获美国CTI及FM认证，形成三大在研产品矩阵，2025年数据中心、核电在手订单分别达0.81亿元、1.89亿元，同比增长107.06%、452.48%。 2、据2026年4月28日年报，公司冷却塔为数据中心液冷系统一次侧关键设备，适配冷板/浸没式液冷，目标成为液冷数据中心散热核心服务商。 3、据2026年4月29日一季报，公司2026Q1营收3.46亿元、净利2240万元，同比增32.10%、18.26%，业绩延续增长。	公司冷却塔已应用于数据算力中心	2026-05-15\|21.68\|2.80\|21.40\|22.00\|20.73\|385433;2026-05-18\|22.14\|2.12\|20.15\|22.77\|19.95\|385434;2026-05-19\|21.63\|-2.30\|21.88\|22.49\|21.44\|253406;2026-05-20\|22.02\|1.80\|21.60\|22.57\|20.83\|277119;2026-05-21\|21.00\|-4.63\|22.03\|22.98\|20.97\|248003;2026-05-22\|23.10\|10.00\|21.50\|23.10\|21.28\|178020;2026-05-25\|22.61\|-2.12\|23.00\|23.84\|22.28\|297789;2026-05-26\|22.00\|-2.70\|22.28\|22.46\|20.99\|266130;2026-05-27\|22.60\|2.73\|22.44\|23.53\|21.81\|341692;2026-05-28\|22.46\|-0.62\|22.60\|23.58\|22.00\|300290;2026-05-29\|21.57\|-3.96\|21.97\|22.94\|21.01\|300070;2026-06-01\|21.20\|-1.72\|21.58\|23.00\|21.14\|220255;2026-06-02\|21.21\|0.05\|20.92\|21.58\|20.16\|208887;2026-06-03\|21.45\|1.13\|21.21\|22.10\|20.47\|207698;2026-06-04\|21.61\|0.75\|20.50\|21.80\|20.50\|156396;2026-06-05\|21.97\|1.67\|21.62\|22.40\|21.24\|213846;2026-06-08\|21.06\|-4.14\|20.55\|21.99\|20.44\|190155;2026-06-09\|22.96\|9.02\|21.48\|23.17\|21.07\|323472;2026-06-10\|21.51\|-6.32\|22.71\|22.95\|21.47\|239568;2026-06-11\|21.22\|-1.35\|21.29\|22.00\|20.90\|165155;2026-06-12\|22.81\|7.49\|21.56\|23.34\|21.45\|384435;2026-06-15\|24.51\|7.45\|22.59\|24.64\|22.50\|464358;2026-06-16\|23.47\|-4.24\|24.00\|24.99\|23.40\|348371;2026-06-17\|23.53\|0.26\|23.70\|24.88\|22.66\|305176;2026-06-18\|24.28\|3.19\|23.29\|25.88\|23.25\|414328;2026-06-22\|23.51\|-3.17\|24.43\|24.73\|22.35\|345830;2026-06-23\|21.74\|-7.53\|24.15\|24.59\|21.65\|332763;2026-06-24\|21.74\|0.00\|21.21\|22.00\|20.90\|201587;2026-06-25\|22.77\|4.74\|21.25\|23.19\|20.85\|254936;2026-06-26\|22.56\|-0.92\|22.74\|23.30\|21.81\|188710;2026-06-29\|22.61\|0.22\|22.34\|22.79\|21.48\|171148;2026-06-30\|16.47\|2.74\|16.02\|16.58\|15.69\|285860;2026-07-01\|16.40\|-0.42\|16.48\|17.02\|16.30\|282910;2026-07-02\|16.08\|-1.95\|16.00\|17.46\|16.00\|365191;2026-07-03\|15.94\|-0.87\|16.08\|17.45\|15.90\|350022;2026-07-06\|17.53\|9.97\|15.50\|17.53\|15.50\|421294;2026-07-07\|18.15\|3.54\|17.83\|19.27\|17.55\|737284;2026-07-08\|17.29\|-4.74\|18.14\|18.67\|17.27\|509045;2026-07-09\|16.97\|-1.85\|17.44\|17.79\|15.60\|492482;2026-07-10\|16.87\|-0.59\|16.73\|17.54\|16.51\|342972;2026-07-13\|15.18\|-10.02\|16.53\|16.88\|15.18\|285166;2026-07-14\|15.89\|4.68\|15.10\|16.07\|14.63\|292239;2026-07-15\|14.89\|-6.29\|16.03\|16.03\|14.86\|189235;2026-07-16\|14.04\|-5.71\|14.89\|15.05\|13.93\|209510;2026-07-17\|12.75\|-9.19\|14.12\|14.35\|12.64\|256459;2026-07-20\|11.49\|-9.88\|13.16\|13.30\|11.48\|250626;2026-07-21\|11.68\|1.65\|11.72\|12.02\|10.34\|339357;2026-07-22\|11.45\|-1.97\|11.60\|12.27\|11.20\|228513;2026-07-23\|11.45\|0.00\|11.47\|11.90\|11.26\|169867;2026-07-24\|11.05\|-3.49\|11.30\|11.45\|10.87\|136185;2026-07-27\|11.82\|6.97\|11.18\|11.99\|10.80\|209287;2026-07-28\|11.78\|-0.34\|11.69\|12.16\|11.55\|184841;2026-07-29\|11.62\|-1.36\|11.85\|12.01\|11.30\|239654;2026-07-30\|10.81\|-6.97\|11.45\|11.70\|10.50\|246736;2026-07-31\|11.15\|3.15\|11.19\|11.51\|11.12\|168125;2026-08-03\|11.19\|0.36\|11.23\|11.64\|11.05\|209942;2026-08-04\|12.31\|10.01\|11.30\|12.31\|11.09\|268319;2026-08-05\|12.56\|2.03\|12.37\|12.72\|12.17\|308853;2026-08-06\|13.60\|8.28\|12.56\|13.80\|12.43\|366878;2026-08-07\|14.12\|3.82\|13.57\|14.30\|13.29\|269460;2026-08-10\|15.53\|9.99\|14.14\|15.53\|14.14\|194104;2026-08-11\|15.96\|2.77\|15.66\|16.25\|14.95\|455320;2026-08-12\|17.56\|10.03\|16.00\|17.56\|15.88\|404463;2026-08-13\|17.61\|0.28\|18.11\|18.50\|17.55\|480915;2026-08-14\|17.70\|0.51\|17.64\|17.83\|17.18\|255098;2026-08-17\|17.70\|0.00\|18.00\|18.01\|17.30\|190462;2026-08-18\|18.21\|2.88\|17.70\|18.60\|17.56\|208829;2026-08-19\|17.86\|-1.92\|18.03\|18.26\|17.40\|228277;2026-08-20\|17.49\|-2.07\|18.19\|18.33\|17.21\|164586;2026-08-21\|17.81\|1.83\|17.40\|18.18\|17.09\|172132;2026-08-24\|18.23\|2.36\|17.74\|18.69\|17.60\|275072;2026-08-25\|18.43\|1.10\|18.00\|18.65\|17.52\|221740;2026-08-26\|18.33\|-0.54\|18.50\|18.79\|18.10\|185280;2026-08-27\|20.16\|9.98\|18.37\|20.16\|18.16\|266621;2026-08-28\|22.18\|10.02\|21.00\|22.18\|20.98\|155268;2026-08-31\|24.40\|10.01\|22.58\|24.40\|22.58\|455681;2026-09-01\|25.34\|3.85\|25.86\|26.84\|23.89\|1091417;2026-09-02\|27.41\|8.17\|24.76\|27.48\|24.45\|879169;2026-09-03\|28.04\|2.30\|26.80\|29.06\|26.78\|725875;2026-09-04\|27.41\|-2.25\|28.04\|28.58\|27.00\|589174;2026-09-07\|26.90\|-1.86\|27.39\|27.84\|26.31\|517232;2026-09-08\|26.91\|0.04\|26.90\|27.65\|26.06\|371980;2026-09-09\|26.03\|-3.27\|26.88\|27.32\|25.89\|382889;2026-09-10\|26.70\|2.57\|25.35\|27.50\|25.00\|479357;2026-09-11\|24.20\|-9.36\|26.37\|27.22\|24.03\|528983;2026-09-14\|24.32\|0.50\|24.68\|25.24\|23.72\|309056;2026-09-15\|23.84\|-1.97\|24.21\|24.58\|23.48\|262811;2026-09-16\|25.65\|7.59\|23.84\|26.22\|23.34\|395963;2026-09-17\|25.73\|0.31\|26.07\|26.42\|25.20\|321135;2026-09-18\|26.33\|2.33\|25.71\|26.36\|25.02\|262217
111631	AI数据中心液冷渗透率将提升至40%	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，完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	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;2026-07-27\|19.77\|4.66\|18.87\|19.79\|18.50\|152538;2026-07-28\|18.59\|-5.97\|19.25\|19.72\|18.44\|151107;2026-07-29\|18.40\|-1.02\|18.40\|18.71\|17.71\|153302;2026-07-30\|16.86\|-8.37\|18.20\|18.33\|16.76\|209178;2026-07-31\|17.25\|2.31\|17.70\|18.10\|17.25\|202155;2026-08-03\|16.85\|-2.32\|17.25\|17.45\|16.72\|168809;2026-08-04\|17.39\|3.20\|17.17\|17.78\|16.98\|214865;2026-08-05\|18.31\|5.29\|17.22\|18.53\|17.20\|294015;2026-08-06\|18.76\|2.46\|17.95\|18.99\|17.77\|247113;2026-08-07\|19.13\|1.97\|18.70\|19.27\|18.41\|241480;2026-08-10\|18.54\|-3.08\|19.00\|19.28\|18.16\|265846;2026-08-11\|18.35\|-1.02\|18.53\|18.72\|18.10\|175909;2026-08-12\|18.59\|1.31\|18.37\|18.65\|18.16\|161285;2026-08-13\|20.45\|10.01\|18.96\|20.45\|18.90\|390506;2026-08-14\|22.09\|8.02\|20.45\|22.42\|19.60\|935222;2026-08-17\|21.09\|-4.53\|21.00\|21.18\|20.12\|684850;2026-08-18\|20.27\|-3.89\|20.67\|20.80\|20.03\|464456;2026-08-19\|18.29\|-9.77\|19.18\|19.50\|18.24\|495688;2026-08-20\|17.74\|-3.01\|18.24\|18.36\|17.61\|290383;2026-08-21\|18.07\|1.86\|17.65\|18.18\|17.25\|242500;2026-08-24\|18.57\|2.77\|17.90\|18.62\|16.80\|426772;2026-08-25\|18.37\|-1.08\|17.85\|18.63\|17.59\|327426;2026-08-26\|17.49\|-4.79\|17.95\|18.12\|17.35\|378512;2026-08-27\|18.16\|3.83\|17.40\|18.28\|17.28\|396372;2026-08-28\|18.16\|0.00\|18.00\|18.99\|17.99\|412687;2026-08-31\|18.86\|3.85\|17.89\|18.88\|17.70\|490218;2026-09-01\|18.67\|-1.01\|18.92\|18.97\|18.30\|372817;2026-09-02\|19.62\|5.09\|18.49\|19.99\|18.49\|705187;2026-09-03\|19.64\|0.10\|20.10\|20.99\|19.45\|758061;2026-09-04\|19.61\|-0.15\|19.99\|20.32\|19.15\|582500;2026-09-07\|18.87\|-3.77\|19.40\|19.55\|18.30\|493231;2026-09-08\|18.26\|-3.23\|18.53\|18.95\|18.17\|385288;2026-09-09\|18.03\|-1.26\|18.20\|18.38\|17.91\|287734;2026-09-10\|17.93\|-0.55\|17.85\|18.08\|17.66\|221621;2026-09-11\|17.05\|-4.91\|17.68\|17.70\|16.72\|327548;2026-09-14\|17.26\|1.23\|17.06\|17.53\|16.80\|197701;2026-09-15\|16.72\|-3.13\|17.06\|17.20\|16.72\|201386;2026-09-16\|16.89\|1.02\|16.70\|17.09\|16.30\|280350;2026-09-17\|17.45\|3.32\|16.90\|17.68\|16.81\|347948;2026-09-18\|17.41\|-0.23\|17.40\|17.55\|17.21\|245249
111630		光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822;2026-07-13\|9.28\|-9.99\|10.11\|10.20\|9.28\|355892;2026-07-14\|9.39\|1.19\|9.22\|9.65\|9.04\|251798;2026-07-15\|9.19\|-2.13\|9.39\|9.53\|9.10\|212915;2026-07-16\|8.62\|-6.20\|9.08\|9.16\|8.53\|278668;2026-07-17\|7.89\|-8.47\|8.50\|8.60\|7.77\|358069;2026-07-20\|7.10\|-10.01\|7.99\|7.99\|7.10\|440524;2026-07-21\|7.31\|2.96\|7.20\|7.31\|6.39\|470271;2026-07-22\|7.00\|-4.24\|7.29\|7.33\|6.93\|284517;2026-07-23\|7.34\|4.86\|7.01\|7.42\|6.95\|309819;2026-07-24\|7.09\|-3.41\|7.27\|7.44\|7.08\|247434;2026-07-27\|7.53\|6.21\|7.09\|7.57\|6.93\|269251;2026-07-28\|7.25\|-3.72\|7.46\|7.70\|7.18\|218251;2026-07-29\|7.16\|-1.24\|7.25\|7.26\|6.91\|293934;2026-07-30\|6.84\|-4.47\|7.18\|7.23\|6.70\|248669;2026-07-31\|7.01\|2.49\|7.09\|7.32\|7.01\|228740;2026-08-03\|7.10\|1.28\|7.03\|7.13\|6.94\|173692;2026-08-04\|7.34\|3.38\|7.12\|7.37\|7.11\|229893;2026-08-05\|7.70\|4.90\|7.31\|7.75\|7.26\|359476;2026-08-06\|8.47\|10.00\|7.48\|8.47\|7.44\|371196;2026-08-07\|8.46\|-0.12\|8.68\|8.73\|8.00\|731239;2026-08-10\|8.29\|-2.01\|8.46\|8.49\|8.10\|371740;2026-08-11\|8.22\|-0.84\|8.21\|8.29\|8.08\|211942;2026-08-12\|8.56\|4.14\|8.23\|8.69\|8.19\|303468;2026-08-13\|8.38\|-2.10\|8.65\|8.78\|8.33\|274056;2026-08-14\|8.31\|-0.84\|8.40\|8.45\|8.19\|195711;2026-08-17\|8.50\|2.29\|8.24\|8.54\|8.24\|199798;2026-08-18\|8.48\|-0.24\|8.48\|8.65\|8.34\|217387;2026-08-19\|7.96\|-6.13\|8.28\|8.48\|7.92\|217586;2026-08-20\|8.03\|0.88\|8.03\|8.19\|7.90\|156797;2026-08-21\|7.97\|-0.75\|8.04\|8.10\|7.84\|163133;2026-08-24\|7.74\|-2.89\|7.90\|7.99\|7.56\|194868;2026-08-25\|7.76\|0.26\|7.74\|7.82\|7.47\|143723;2026-08-26\|7.78\|0.26\|8.01\|8.08\|7.62\|163093;2026-08-27\|8.13\|4.50\|7.75\|8.25\|7.73\|225808;2026-08-28\|8.29\|1.97\|8.05\|8.45\|8.05\|201517;2026-08-31\|8.24\|-0.60\|8.18\|8.27\|8.11\|132005;2026-09-01\|8.00\|-2.91\|8.40\|8.40\|7.99\|159928;2026-09-02\|7.95\|-0.62\|7.92\|8.05\|7.76\|200795;2026-09-03\|8.00\|0.63\|7.92\|8.09\|7.86\|139738;2026-09-04\|7.89\|-1.38\|8.05\|8.18\|7.82\|156839;2026-09-07\|7.90\|0.13\|7.92\|7.98\|7.81\|108591;2026-09-08\|8.04\|1.77\|7.90\|8.16\|7.90\|148189;2026-09-09\|8.23\|2.36\|8.00\|8.57\|8.00\|280276;2026-09-10\|8.05\|-2.19\|8.13\|8.28\|8.01\|202934;2026-09-11\|8.06\|0.12\|7.95\|8.15\|7.75\|193213;2026-09-14\|8.21\|1.86\|7.99\|8.30\|7.84\|186469;2026-09-15\|8.09\|-1.46\|8.20\|8.28\|8.03\|224652;2026-09-16\|8.66\|7.05\|8.14\|8.77\|7.98\|349060;2026-09-17\|8.38\|-3.23\|8.66\|8.79\|8.36\|329451;2026-09-18\|8.45\|0.84\|8.38\|8.54\|8.32\|184951
111629		光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	国内除草剂草甘膦和有机硅单体生产龙头企业	2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745;2026-07-13\|11.33\|-10.01\|12.31\|12.40\|11.33\|801114;2026-07-14\|11.53\|1.77\|11.31\|11.57\|11.11\|482553;2026-07-15\|11.67\|1.21\|11.51\|11.92\|11.43\|486764;2026-07-16\|10.94\|-6.26\|11.54\|11.60\|10.82\|488992;2026-07-17\|10.33\|-5.58\|10.89\|10.98\|10.19\|544365;2026-07-20\|9.87\|-4.45\|10.50\|10.52\|9.67\|595684;2026-07-21\|10.22\|3.55\|9.88\|10.28\|9.53\|558510;2026-07-22\|9.87\|-3.42\|10.11\|10.23\|9.82\|422057;2026-07-23\|10.29\|4.26\|9.88\|10.34\|9.83\|414533;2026-07-24\|9.84\|-4.37\|10.20\|10.27\|9.83\|349003;2026-07-27\|10.06\|2.24\|9.77\|10.08\|9.75\|289444;2026-07-28\|9.89\|-1.69\|9.90\|10.01\|9.82\|302058;2026-07-29\|10.25\|3.64\|9.87\|10.32\|9.60\|509295;2026-07-30\|10.30\|0.49\|10.10\|10.58\|10.08\|484349;2026-07-31\|10.33\|0.29\|10.50\|10.59\|10.28\|471427;2026-08-03\|10.46\|1.26\|10.26\|10.52\|10.22\|333865;2026-08-04\|10.63\|1.63\|10.48\|10.73\|10.41\|358527;2026-08-05\|10.86\|2.16\|10.58\|10.97\|10.52\|406802;2026-08-06\|10.93\|0.64\|10.80\|11.06\|10.74\|369563;2026-08-07\|11.06\|1.19\|10.85\|11.10\|10.76\|390063;2026-08-10\|11.16\|0.90\|11.10\|11.22\|11.03\|328515;2026-08-11\|10.89\|-2.42\|11.10\|11.15\|10.87\|310593;2026-08-12\|10.93\|0.37\|10.91\|11.03\|10.80\|252296;2026-08-13\|10.70\|-2.10\|10.94\|11.03\|10.68\|274009;2026-08-14\|10.76\|0.56\|10.72\|10.85\|10.63\|204134;2026-08-17\|11.20\|4.09\|10.78\|11.21\|10.72\|361651;2026-08-18\|11.29\|0.80\|11.16\|11.42\|11.10\|363930;2026-08-19\|10.71\|-5.14\|11.18\|11.27\|10.64\|406219;2026-08-20\|10.53\|-1.68\|10.78\|10.83\|10.50\|289602;2026-08-21\|10.62\|0.85\|10.53\|10.68\|10.41\|215000;2026-08-24\|10.38\|-2.26\|10.66\|10.79\|10.31\|308765;2026-08-25\|10.37\|-0.10\|10.30\|10.51\|10.23\|296855;2026-08-26\|10.49\|1.16\|10.34\|10.61\|10.24\|287524;2026-08-27\|10.89\|3.81\|10.52\|10.93\|10.44\|375539;2026-08-28\|11.13\|2.20\|10.86\|11.20\|10.81\|438928;2026-08-31\|11.06\|-0.63\|11.21\|11.24\|10.87\|427204;2026-09-01\|11.14\|0.72\|11.00\|11.33\|11.00\|528693;2026-09-02\|10.81\|-2.96\|11.02\|11.06\|10.62\|431944;2026-09-03\|11.29\|4.44\|10.89\|11.41\|10.77\|701854;2026-09-04\|11.02\|-2.39\|11.26\|11.46\|10.93\|622971;2026-09-07\|10.98\|-0.36\|11.06\|11.12\|10.93\|350323;2026-09-08\|12.08\|10.02\|11.48\|12.08\|11.23\|1326349;2026-09-09\|12.62\|4.47\|12.26\|12.94\|12.01\|1819808;2026-09-10\|12.02\|-4.75\|12.25\|12.48\|11.99\|1069448;2026-09-11\|12.49\|3.91\|11.79\|12.74\|11.68\|1214151;2026-09-14\|12.92\|3.44\|12.20\|13.18\|11.90\|1187067;2026-09-15\|12.51\|-3.17\|12.70\|13.08\|12.48\|882182;2026-09-16\|12.34\|-1.36\|12.26\|12.83\|12.06\|892849;2026-09-17\|11.88\|-3.73\|12.31\|12.50\|11.80\|843208;2026-09-18\|11.99\|0.93\|11.94\|12.10\|11.78\|578605
111628	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	京津冀一体化+北京国资+水泥龙头+商业航天行业原因：据上证报，日前，中共中央、国务院关于《现代化首都都市圈空间协同规划（2023—2035年）》的批复发布，明确指出编制实施《规划》是新起点上深入推进京津冀协同发展战略的重大举措，对进一步优化提升首都功能、打造区域高质量发展增长极、推进中国式现代化建设具有重要意义。公司原因： 1、据2024年年报，公司最终控制人为北京市人民政府国有资产监督管理委员会，为北京国资委旗下企业。公司以新时代首都发展为统领，积极融入北京市“五子”联动发展新格局，服务首都“四个中心”建设。 2、据2025年3月29日年度报告，公司水泥熟料产能约1.1亿吨、水泥产能约1.8亿吨，预拌混凝土产能约6,200万立方米，产品应用于北京城市副中心、雄安新区等重点项目建设。 3、据2024年5月6日微信公众号及互动易，金隅通达公司产品应用于酒泉、太原、海南及西昌卫星发射中心地面工程，并承担海南文昌商业航天发射场特种耐火材料供应及技术服务，相关业务收入占比较低。	1、金隅通达公司高温耐材已用于太原、文昌、酒泉、西昌四大卫星发射中心，并承担海南文昌商业航天发射场特种耐火材料供应及技术服务； 2、公司主营水泥，业务集中在京津冀，通过北京京国管股权投资基金(有限合伙)间接持有北京蓝箭鸿擎0.35%股权； 3、金隅杭加安徽公司此前中标世界首个紧凑型聚变能实验装置“BEST项目”，以AAC绿色建材参与可控核聚变设施建	2026-05-15\|1.60\|-2.44\|1.63\|1.64\|1.58\|795247;2026-05-18\|1.58\|-1.25\|1.59\|1.60\|1.56\|575454;2026-05-19\|1.60\|1.27\|1.58\|1.60\|1.57\|439202;2026-05-20\|1.56\|-2.50\|1.59\|1.59\|1.55\|500259;2026-05-21\|1.53\|-1.92\|1.56\|1.58\|1.52\|557707;2026-05-22\|1.68\|9.80\|1.55\|1.68\|1.54\|1691542;2026-05-25\|1.68\|0.00\|1.69\|1.72\|1.65\|2114487;2026-05-26\|1.65\|-1.79\|1.67\|1.68\|1.62\|1273437;2026-05-27\|1.58\|-4.24\|1.65\|1.65\|1.57\|1160813;2026-05-28\|1.58\|0.00\|1.57\|1.60\|1.56\|779785;2026-05-29\|1.59\|0.63\|1.58\|1.67\|1.58\|1120072;2026-06-01\|1.64\|3.14\|1.59\|1.65\|1.56\|1068979;2026-06-02\|1.61\|-1.83\|1.65\|1.66\|1.60\|748500;2026-06-03\|1.58\|-1.86\|1.60\|1.61\|1.57\|645492;2026-06-04\|1.57\|-0.63\|1.57\|1.59\|1.56\|495051;2026-06-05\|1.60\|1.91\|1.57\|1.61\|1.56\|703208;2026-06-08\|1.56\|-2.50\|1.57\|1.61\|1.54\|782560;2026-06-09\|1.54\|-1.28\|1.56\|1.57\|1.52\|544754;2026-06-10\|1.51\|-1.95\|1.54\|1.54\|1.49\|597875;2026-06-11\|1.50\|-0.66\|1.51\|1.51\|1.49\|323872;2026-06-12\|1.52\|1.33\|1.51\|1.54\|1.49\|515471;2026-06-15\|1.53\|0.66\|1.54\|1.56\|1.51\|559674;2026-06-16\|1.52\|-0.65\|1.52\|1.53\|1.50\|467560;2026-06-17\|1.50\|-1.32\|1.52\|1.52\|1.50\|322848;2026-06-18\|1.47\|-2.00\|1.49\|1.50\|1.46\|445178;2026-06-22\|1.46\|-0.68\|1.47\|1.47\|1.41\|749678;2026-06-23\|1.44\|-1.37\|1.45\|1.49\|1.43\|611177;2026-06-24\|1.39\|-3.47\|1.43\|1.44\|1.38\|702115;2026-06-25\|1.39\|0.00\|1.38\|1.40\|1.36\|621768;2026-06-26\|1.35\|-2.88\|1.39\|1.39\|1.35\|517756;2026-06-29\|1.36\|0.74\|1.35\|1.37\|1.32\|621945;2026-06-30\|1.36\|0.00\|1.36\|1.38\|1.34\|462621;2026-07-01\|1.39\|2.21\|1.35\|1.41\|1.34\|648870;2026-07-02\|1.38\|-0.72\|1.39\|1.42\|1.37\|549336;2026-07-03\|1.39\|0.72\|1.38\|1.40\|1.37\|442930;2026-07-06\|1.39\|0.00\|1.39\|1.41\|1.38\|417073;2026-07-07\|1.37\|-1.44\|1.40\|1.40\|1.35\|395949;2026-07-08\|1.37\|0.00\|1.37\|1.39\|1.36\|334406;2026-07-09\|1.37\|0.00\|1.38\|1.39\|1.35\|366342;2026-07-10\|1.40\|2.19\|1.36\|1.42\|1.35\|680337;2026-07-13\|1.36\|-2.86\|1.40\|1.42\|1.36\|519324;2026-07-14\|1.39\|2.21\|1.36\|1.39\|1.35\|375300;2026-07-15\|1.42\|2.16\|1.37\|1.44\|1.37\|769806;2026-07-16\|1.42\|0.00\|1.43\|1.44\|1.40\|456277;2026-07-17\|1.40\|-1.41\|1.42\|1.46\|1.38\|648413;2026-07-20\|1.41\|0.71\|1.40\|1.44\|1.40\|739147;2026-07-21\|1.42\|0.71\|1.42\|1.43\|1.39\|530352;2026-07-22\|1.38\|0.73\|1.38\|1.40\|1.37\|527495;2026-07-23\|1.41\|2.17\|1.38\|1.42\|1.37\|529849;2026-07-24\|1.38\|-2.13\|1.41\|1.42\|1.37\|411724;2026-07-27\|1.39\|0.72\|1.38\|1.40\|1.37\|332363;2026-07-28\|1.39\|0.00\|1.39\|1.40\|1.38\|249740;2026-07-29\|1.41\|1.44\|1.39\|1.42\|1.38\|455588;2026-07-30\|1.42\|0.71\|1.41\|1.43\|1.41\|530546;2026-07-31\|1.42\|0.00\|1.42\|1.42\|1.40\|404931;2026-08-03\|1.44\|1.41\|1.42\|1.44\|1.41\|514889;2026-08-04\|1.42\|-1.39\|1.44\|1.44\|1.41\|446042;2026-08-05\|1.41\|-0.70\|1.42\|1.42\|1.40\|387908;2026-08-06\|1.42\|0.71\|1.42\|1.42\|1.39\|463788;2026-08-07\|1.40\|-1.41\|1.42\|1.42\|1.38\|538829;2026-08-10\|1.42\|1.43\|1.41\|1.43\|1.40\|565834;2026-08-11\|1.41\|-0.70\|1.42\|1.43\|1.40\|441615;2026-08-12\|1.44\|2.13\|1.41\|1.44\|1.40\|555952;2026-08-13\|1.41\|-2.08\|1.44\|1.45\|1.41\|364576;2026-08-14\|1.39\|-1.42\|1.41\|1.42\|1.39\|338018;2026-08-17\|1.40\|0.72\|1.38\|1.41\|1.38\|330710;2026-08-18\|1.40\|0.00\|1.40\|1.40\|1.39\|162113;2026-08-19\|1.37\|-2.14\|1.39\|1.40\|1.37\|342932;2026-08-20\|1.39\|1.46\|1.37\|1.39\|1.37\|239893;2026-08-21\|1.38\|-0.72\|1.38\|1.39\|1.37\|149862;2026-08-24\|1.37\|-0.72\|1.38\|1.39\|1.37\|190693;2026-08-25\|1.39\|1.46\|1.37\|1.39\|1.37\|311997;2026-08-26\|1.40\|0.72\|1.38\|1.41\|1.38\|423242;2026-08-27\|1.41\|0.71\|1.40\|1.41\|1.39\|356765;2026-08-28\|1.42\|0.71\|1.40\|1.42\|1.39\|391692;2026-08-31\|1.41\|-0.70\|1.44\|1.49\|1.40\|884567;2026-09-01\|1.42\|0.71\|1.40\|1.44\|1.40\|530036;2026-09-02\|1.39\|-2.11\|1.41\|1.42\|1.38\|525352;2026-09-03\|1.39\|0.00\|1.40\|1.42\|1.39\|458105;2026-09-04\|1.41\|1.44\|1.40\|1.43\|1.39\|612641;2026-09-07\|1.40\|-0.71\|1.41\|1.42\|1.40\|227484;2026-09-08\|1.43\|2.14\|1.40\|1.43\|1.40\|578454;2026-09-09\|1.42\|-0.70\|1.43\|1.43\|1.41\|409058;2026-09-10\|1.41\|-0.70\|1.42\|1.43\|1.40\|314158;2026-09-11\|1.38\|-2.13\|1.41\|1.41\|1.37\|481869;2026-09-14\|1.38\|0.00\|1.38\|1.39\|1.37\|206439;2026-09-15\|1.36\|-1.45\|1.38\|1.39\|1.36\|310936;2026-09-16\|1.36\|0.00\|1.36\|1.37\|1.35\|297483;2026-09-17\|1.37\|0.74\|1.36\|1.37\|1.35\|244578;2026-09-18\|1.40\|2.19\|1.37\|1.40\|1.36\|522338
111627	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	激光器+机器人+收购长空齿轮+央企行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司收购长空齿轮股权事项已获股东会通过，长空齿轮正拓展机器人等市场，提供精密减速器相关产品，并在机器人灵巧手用微型行星减速器领域具备一定的技术积累与工艺基础。 2、据2026年4月15日互动易，公司精密制造业务目前主要产品为面向激光器、光通讯等领域的精密零部件、结构件，其中与Lumentum的合作主要为激光器领域的精密零部件，相关业务收入占公司整体营业收入比例较小，不涉及光模块相关产品。 3、据2025年年度报告，公司是中国航空工业集团旗下境内唯一表业上市公司，核心品牌定位“以航空航天表为特色的高品质中国手表品牌”，最终控制人为国务院国有资产监督管理委员会。	中国航空工业集团旗下，国产腕表龙头，拟收购长空齿轮全部或部分控股权，后者主要产品为精密齿轮、精密减速器，相关产品的下游市场应用场景广阔，包括航空航天、电子、机器人等高端装备领域	2026-05-15\|20.22\|-0.30\|20.29\|21.00\|19.67\|224968;2026-05-18\|20.20\|-0.10\|20.00\|20.30\|19.70\|135527;2026-05-19\|22.22\|10.00\|20.50\|22.22\|20.35\|241409;2026-05-20\|21.80\|-1.89\|22.47\|22.50\|21.26\|222008;2026-05-21\|23.23\|6.56\|22.00\|23.98\|21.80\|408010;2026-05-22\|25.55\|9.99\|23.50\|25.55\|23.50\|239173;2026-05-25\|27.04\|5.83\|25.55\|27.79\|25.23\|433342;2026-05-26\|24.34\|-9.99\|25.25\|25.59\|24.34\|288302;2026-05-27\|22.59\|-7.19\|23.74\|24.24\|21.93\|424632;2026-05-28\|23.06\|2.08\|22.19\|23.23\|21.67\|267383;2026-05-29\|23.95\|3.86\|23.20\|25.22\|23.01\|273393;2026-06-01\|22.80\|-4.80\|23.90\|24.11\|22.71\|177994;2026-06-02\|22.39\|-1.80\|22.81\|23.08\|22.10\|144357;2026-06-03\|22.38\|-0.04\|22.17\|22.99\|21.90\|125079;2026-06-04\|21.56\|-3.66\|22.28\|22.41\|21.30\|141637;2026-06-05\|22.56\|4.64\|21.36\|23.25\|21.01\|199884;2026-06-08\|21.35\|-5.36\|21.99\|22.14\|21.08\|135198;2026-06-09\|21.90\|2.58\|21.66\|22.08\|21.22\|99974;2026-06-10\|21.26\|-2.39\|21.73\|21.73\|20.66\|99707;2026-06-11\|20.97\|-1.36\|20.99\|21.49\|20.79\|75004;2026-06-12\|20.41\|-2.67\|21.20\|21.58\|20.22\|116005;2026-06-15\|20.66\|1.22\|20.41\|20.91\|20.14\|106880;2026-06-16\|20.76\|0.48\|20.66\|21.08\|20.41\|89262;2026-06-17\|21.32\|2.70\|20.98\|21.83\|20.68\|135302;2026-06-18\|21.31\|-0.05\|21.20\|21.50\|20.37\|115744;2026-06-22\|21.81\|2.35\|21.30\|21.99\|20.61\|150192;2026-06-23\|21.65\|-0.73\|21.79\|22.01\|20.98\|146355;2026-06-24\|21.82\|0.79\|21.61\|22.15\|20.81\|147457;2026-06-25\|20.82\|-4.58\|21.65\|22.15\|20.58\|141361;2026-06-26\|19.72\|-5.28\|20.65\|20.75\|19.63\|119195;2026-06-29\|19.58\|-0.71\|19.68\|20.01\|18.96\|104423;2026-06-30\|21.54\|10.01\|19.26\|21.54\|19.05\|138323;2026-07-01\|21.05\|-2.27\|22.26\|22.45\|20.90\|147655;2026-07-02\|21.22\|0.81\|21.16\|22.12\|21.03\|129478;2026-07-03\|21.89\|3.16\|21.60\|22.45\|21.26\|193686;2026-07-06\|21.67\|-1.00\|21.90\|22.86\|21.22\|208678;2026-07-07\|20.51\|-5.35\|21.28\|21.78\|20.36\|127986;2026-07-08\|18.80\|-8.34\|20.38\|20.50\|18.80\|144371;2026-07-09\|18.75\|-0.27\|18.77\|19.11\|17.89\|121683;2026-07-10\|19.54\|4.21\|18.86\|20.49\|18.68\|144596;2026-07-13\|17.59\|-9.98\|19.25\|19.25\|17.59\|115274;2026-07-14\|18.28\|3.92\|17.28\|18.49\|16.80\|101569;2026-07-15\|18.41\|0.71\|18.74\|18.88\|18.10\|70840;2026-07-16\|18.00\|-2.23\|18.20\|18.35\|17.78\|61962;2026-07-17\|16.94\|-5.89\|17.95\|18.05\|16.52\|82610;2026-07-20\|15.63\|-7.73\|17.36\|17.36\|15.28\|108663;2026-07-21\|16.30\|4.29\|15.80\|16.35\|14.50\|122589;2026-07-22\|15.95\|-2.15\|16.31\|16.42\|15.77\|69487;2026-07-23\|15.92\|-0.19\|15.85\|16.14\|15.70\|56479;2026-07-24\|15.93\|0.06\|15.78\|16.13\|15.55\|47301;2026-07-27\|16.50\|3.58\|15.87\|16.71\|15.81\|54452;2026-07-28\|15.90\|-3.64\|16.34\|16.63\|15.80\|42610;2026-07-29\|16.10\|1.26\|15.94\|16.11\|15.62\|46213;2026-07-30\|16.20\|0.62\|15.99\|17.27\|15.95\|104043;2026-07-31\|16.37\|1.05\|16.50\|16.73\|16.30\|66160;2026-08-03\|15.71\|-4.03\|16.31\|16.55\|15.45\|119909;2026-08-04\|16.34\|4.01\|15.97\|16.37\|15.50\|156833;2026-08-05\|17.08\|4.53\|16.13\|17.16\|16.05\|135619;2026-08-06\|17.09\|0.06\|16.99\|17.57\|16.80\|120157;2026-08-07\|17.34\|1.46\|16.51\|17.47\|16.51\|138303;2026-08-10\|19.07\|9.98\|17.29\|19.07\|17.29\|156142;2026-08-11\|20.03\|5.03\|19.09\|20.64\|18.66\|275564;2026-08-12\|20.77\|3.69\|19.94\|21.08\|19.71\|215432;2026-08-13\|21.15\|1.83\|20.78\|21.88\|20.65\|199479;2026-08-14\|20.92\|-1.09\|21.12\|21.24\|20.62\|117079;2026-08-17\|23.01\|9.99\|20.94\|23.01\|20.78\|176573;2026-08-18\|23.19\|0.78\|23.13\|23.61\|22.80\|194616;2026-08-19\|21.05\|-9.23\|22.96\|22.96\|21.00\|158064;2026-08-20\|21.16\|0.52\|21.98\|22.00\|20.98\|102087;2026-08-21\|21.16\|0.00\|21.00\|21.30\|20.35\|143341;2026-08-24\|19.71\|-6.85\|21.42\|21.52\|19.04\|149174;2026-08-25\|20.25\|2.74\|19.50\|20.50\|19.10\|120788;2026-08-26\|20.17\|-0.40\|20.40\|20.66\|19.97\|83601;2026-08-27\|20.45\|1.39\|20.00\|20.56\|19.80\|79337;2026-08-28\|20.07\|-1.86\|20.60\|20.74\|19.96\|78023;2026-08-31\|20.31\|1.20\|19.71\|20.35\|19.64\|78493;2026-09-01\|20.16\|-0.74\|20.55\|20.67\|19.93\|73782;2026-09-02\|19.82\|-1.69\|19.96\|20.00\|19.48\|62952;2026-09-03\|19.77\|-0.25\|20.08\|20.20\|19.47\|56940;2026-09-04\|19.75\|-0.10\|20.88\|21.65\|19.57\|175758;2026-09-07\|21.13\|6.99\|19.62\|21.58\|19.59\|172773;2026-09-08\|19.77\|-6.44\|21.21\|21.24\|19.69\|174283;2026-09-09\|19.38\|-1.97\|19.90\|19.98\|19.32\|77643;2026-09-10\|19.15\|-1.19\|19.30\|19.42\|19.00\|60375;2026-09-11\|18.52\|-3.29\|19.06\|19.06\|18.06\|88941;2026-09-14\|18.23\|-1.57\|18.52\|18.56\|18.00\|62409;2026-09-15\|18.33\|0.55\|18.24\|18.58\|18.09\|38876;2026-09-16\|18.95\|3.38\|18.31\|19.06\|18.18\|57077;2026-09-17\|18.88\|-0.37\|18.94\|19.28\|18.81\|46982;2026-09-18\|19.79\|4.82\|19.14\|20.09\|19.01\|106403
111626	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	国内最大的钽、铌产品生产基地；公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658;2026-09-09\|52.77\|-0.88\|53.63\|54.58\|52.13\|135924;2026-09-10\|51.14\|-3.09\|52.01\|52.47\|51.04\|121560;2026-09-11\|49.59\|-3.03\|49.62\|50.09\|47.57\|183760;2026-09-14\|54.55\|10.00\|49.01\|54.55\|48.11\|292282;2026-09-15\|57.20\|4.86\|55.26\|57.60\|54.94\|393976;2026-09-16\|59.27\|3.62\|57.22\|59.40\|56.00\|277174;2026-09-17\|57.95\|-2.23\|59.20\|59.95\|57.85\|221710;2026-09-18\|60.00\|3.54\|58.70\|61.10\|57.42\|265471
111625	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	涨停揭秘：“算电协同”写入政府工作报告强化新型电力系统建设逻辑，公司为特高压输变电核心绝缘器件核心供应商；涨停缘由：特高压是实现远距离大容量电力输送的关键载体，算电协同需配套坚强电网支撑；公司高强度玻璃绝缘子技术领先，已批量供货白鹤滩—江苏等重点工程；资金逻辑：3月24-25日连续涨停，量价齐升，主力资金净流入超2000万元，显示资金提前布局电网设备细分龙头；风险提示：公司营收规模偏小，客户集中度高，特高压投资节奏受财政预算影响较大	1、公司拟收购中科西光82.5%股权，跨界商业航天； 2、公司专注于新型高强度功能玻璃制造技术的研究和特高压输变电绝缘器材开发，主要产品为高压、超高压和特高压交、直流输电线路上用于绝缘和悬挂导线用的盘型悬式高强度玻璃绝缘子	2026-05-20\|36.72\|20.00\|36.72\|36.72\|36.72\|6823;2026-05-21\|44.06\|19.99\|44.06\|44.06\|44.06\|5183;2026-05-22\|52.87\|20.00\|52.87\|52.87\|52.87\|48074;2026-05-25\|53.02\|0.28\|54.00\|60.88\|52.68\|384505;2026-05-26\|51.26\|-3.32\|50.00\|53.03\|48.01\|253302;2026-05-27\|53.99\|5.33\|50.50\|55.50\|49.56\|275714;2026-05-28\|52.39\|-2.96\|52.80\|54.28\|49.01\|242150;2026-05-29\|49.56\|-5.40\|50.12\|52.32\|48.30\|181378;2026-06-01\|48.25\|-2.64\|47.45\|52.74\|46.93\|202351;2026-06-02\|49.70\|3.01\|48.60\|49.81\|43.12\|244670;2026-06-03\|51.63\|3.88\|48.01\|52.92\|47.00\|240948;2026-06-04\|49.20\|-4.71\|51.00\|54.63\|48.50\|267450;2026-06-05\|45.33\|-7.87\|50.44\|52.98\|44.40\|239015;2026-06-08\|39.50\|-12.86\|41.13\|44.95\|39.00\|230371;2026-06-09\|38.11\|-3.52\|40.00\|40.18\|37.46\|147327;2026-06-10\|36.64\|-3.86\|37.99\|38.11\|35.94\|109879;2026-06-11\|35.94\|-1.91\|36.44\|36.66\|35.10\|80385;2026-06-12\|34.94\|-2.78\|36.30\|36.63\|34.68\|86017;2026-06-15\|34.66\|-0.80\|35.22\|35.31\|34.20\|90830;2026-06-16\|34.86\|0.58\|34.33\|35.53\|33.66\|112563;2026-06-17\|35.94\|3.10\|34.52\|36.96\|34.25\|154730;2026-06-18\|33.98\|-5.45\|35.80\|35.80\|33.60\|135240;2026-06-22\|33.59\|-1.15\|33.88\|34.07\|32.78\|105850;2026-06-23\|33.06\|-1.58\|33.33\|33.95\|32.90\|64473;2026-06-24\|32.45\|-1.85\|33.31\|33.66\|32.01\|71496;2026-06-25\|31.72\|-2.25\|32.83\|32.83\|31.48\|75113;2026-06-26\|32.11\|1.23\|31.76\|33.10\|31.33\|95053;2026-06-29\|31.07\|-3.24\|31.78\|32.66\|30.29\|97711;2026-06-30\|31.83\|2.45\|31.35\|31.97\|30.67\|61829;2026-07-01\|33.35\|4.78\|31.83\|33.70\|30.58\|156021;2026-07-02\|39.36\|18.02\|33.31\|40.02\|33.10\|269014;2026-07-03\|38.29\|-2.72\|38.94\|41.05\|36.80\|254275;2026-07-06\|34.24\|-10.58\|38.00\|38.38\|34.16\|185153;2026-07-07\|32.68\|-4.56\|34.25\|35.30\|32.61\|105033;2026-07-08\|30.64\|-6.24\|32.68\|32.80\|30.62\|89016;2026-07-09\|30.72\|0.26\|30.42\|31.45\|29.29\|70855;2026-07-10\|36.86\|19.99\|30.31\|36.86\|30.11\|155192;2026-07-13\|40.10\|8.79\|41.42\|43.00\|36.23\|327323;2026-07-14\|40.16\|0.15\|38.09\|40.70\|37.67\|236768;2026-07-15\|38.30\|-4.63\|39.36\|40.70\|38.07\|156319;2026-07-16\|37.91\|-1.02\|37.24\|39.30\|37.00\|132629;2026-07-17\|32.92\|-13.16\|37.69\|38.66\|32.07\|162990;2026-07-20\|30.76\|-6.56\|33.58\|35.02\|29.63\|158275;2026-07-21\|32.15\|4.52\|30.91\|32.33\|26.74\|140584;2026-07-22\|31.26\|-2.77\|31.51\|32.38\|30.95\|100100;2026-07-23\|31.70\|1.41\|31.36\|32.31\|30.91\|112180;2026-07-24\|29.13\|-8.11\|30.58\|30.80\|29.08\|100631;2026-07-27\|30.08\|3.26\|28.84\|30.11\|27.65\|72032;2026-07-28\|27.67\|-8.01\|29.37\|30.29\|27.50\|84113;2026-07-29\|26.26\|-5.10\|27.47\|27.64\|25.87\|92579;2026-07-30\|23.84\|-9.22\|25.90\|26.26\|23.78\|90148;2026-07-31\|24.70\|3.61\|24.80\|25.46\|24.57\|83107;2026-08-03\|25.82\|4.53\|25.40\|26.72\|25.12\|102569;2026-08-04\|27.30\|5.73\|25.95\|27.92\|25.78\|129667;2026-08-05\|28.21\|3.33\|27.00\|28.28\|26.73\|96792;2026-08-06\|29.27\|3.76\|28.00\|29.48\|27.71\|91841;2026-08-07\|29.18\|-0.31\|29.27\|29.35\|27.88\|80037;2026-08-10\|29.42\|0.82\|29.76\|30.28\|28.38\|64713;2026-08-11\|29.40\|-0.07\|28.85\|29.89\|28.30\|71120;2026-08-12\|29.46\|0.20\|29.40\|29.76\|29.11\|46921;2026-08-13\|28.57\|-3.02\|29.72\|29.73\|28.50\|55250;2026-08-14\|27.62\|-3.33\|28.75\|28.76\|27.01\|74507;2026-08-17\|28.97\|4.89\|27.99\|28.98\|27.55\|76322;2026-08-18\|28.88\|-0.31\|29.00\|29.20\|28.23\|58948;2026-08-19\|34.66\|20.01\|31.52\|34.66\|29.20\|193114;2026-08-20\|30.71\|-11.40\|32.76\|33.58\|29.62\|315038;2026-08-21\|27.00\|-12.08\|29.51\|29.60\|26.53\|240779;2026-08-24\|25.55\|-5.37\|26.61\|26.61\|24.87\|170644;2026-08-25\|26.65\|4.31\|25.04\|26.94\|24.73\|166767;2026-08-26\|26.66\|0.04\|26.42\|26.77\|25.80\|112660;2026-08-27\|26.43\|-0.86\|26.48\|26.60\|26.10\|90128;2026-08-28\|26.13\|-1.14\|26.12\|26.70\|26.07\|79006;2026-08-31\|26.51\|1.45\|25.78\|26.57\|25.55\|64612;2026-09-01\|26.08\|-1.62\|26.60\|26.76\|25.95\|66128;2026-09-02\|25.88\|-0.77\|25.75\|26.26\|25.59\|55231;2026-09-03\|25.73\|-0.58\|26.11\|26.38\|25.44\|58318;2026-09-04\|25.44\|-1.13\|25.83\|26.37\|25.22\|67246;2026-09-07\|25.34\|-0.39\|25.24\|25.54\|25.20\|47844;2026-09-08\|25.12\|-0.87\|25.30\|25.43\|25.00\|43908;2026-09-09\|25.01\|-0.44\|24.98\|25.25\|24.81\|39356;2026-09-10\|24.65\|-1.44\|24.77\|24.88\|24.48\|33490;2026-09-11\|24.27\|-1.54\|24.57\|24.57\|23.78\|38948;2026-09-14\|24.34\|0.29\|24.40\|24.72\|24.18\|39499;2026-09-15\|23.84\|-2.05\|24.00\|24.35\|23.80\|35971;2026-09-16\|24.77\|3.90\|23.69\|24.85\|23.65\|59397;2026-09-17\|24.81\|0.16\|24.64\|24.99\|24.27\|49340;2026-09-18\|25.25\|1.77\|24.94\|25.29\|24.74\|47985
111624	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	商业航天+航空电机+湖南国资 1、据2025年12月19日互动易，公司辅助起动航空永磁发电系统完成样机研制并调试，将用于商业航天并配套央企及头部企业。 2、据2025年6月11日公告，募投“航空电气系统系列化研制及产业化项目”覆盖eVTOL、无人机电机电控，达产后年营收预计9.88亿元。 3、据2026年4月10日年报，公司航空电气系统一期投产，航空电机电控系统已迭代并首飞，2026年营收目标55.5亿元。 4、据2025年度报告，公司控股股东湘电集团，最终控制人为湖南省国资委。	公司辅助起动航空永磁发电系统完成样机研制并调试，将用于商业航天并配套央企及头部企业	2026-05-15\|12.28\|-1.05\|12.41\|12.66\|12.22\|286250;2026-05-18\|12.00\|-2.28\|12.28\|12.39\|11.90\|302891;2026-05-19\|12.08\|0.67\|12.00\|12.10\|11.59\|332190;2026-05-20\|11.63\|-3.73\|11.97\|11.98\|11.56\|253078;2026-05-21\|11.80\|1.46\|11.67\|12.63\|11.66\|498581;2026-05-22\|12.98\|10.00\|11.83\|12.98\|11.64\|879485;2026-05-25\|13.05\|0.54\|13.21\|13.38\|12.95\|732093;2026-05-26\|12.79\|-1.99\|12.98\|13.05\|12.62\|427745;2026-05-27\|12.46\|-2.58\|12.70\|12.90\|12.28\|363468;2026-05-28\|12.43\|-0.24\|12.35\|12.83\|12.33\|378512;2026-05-29\|11.53\|-7.24\|12.49\|12.56\|11.51\|540595;2026-06-01\|11.56\|0.26\|11.58\|11.86\|11.40\|304360;2026-06-02\|11.21\|-3.03\|11.55\|11.57\|11.11\|283523;2026-06-03\|11.00\|-1.87\|11.15\|11.35\|10.92\|262088;2026-06-04\|10.62\|-3.45\|10.91\|10.99\|10.53\|287508;2026-06-05\|10.71\|0.85\|10.62\|10.99\|10.26\|287481;2026-06-08\|10.12\|-5.51\|10.09\|10.57\|10.02\|279649;2026-06-09\|10.05\|-0.69\|10.22\|10.26\|9.97\|230527;2026-06-10\|9.81\|-2.39\|10.00\|10.10\|9.74\|250470;2026-06-11\|9.55\|-2.65\|9.73\|9.77\|9.46\|222074;2026-06-12\|9.76\|2.20\|9.64\|9.95\|9.59\|268542;2026-06-15\|9.99\|2.36\|9.92\|10.05\|9.82\|210995;2026-06-16\|10.77\|7.81\|10.01\|10.99\|9.89\|600122;2026-06-17\|11.17\|3.71\|10.77\|11.57\|10.55\|578052;2026-06-18\|11.13\|-0.36\|11.09\|11.48\|10.99\|375107;2026-06-22\|10.78\|-3.14\|11.06\|11.06\|10.60\|311645;2026-06-23\|10.44\|-3.15\|10.76\|10.77\|10.38\|231929;2026-06-24\|10.38\|-0.57\|10.45\|10.61\|10.22\|201619;2026-06-25\|10.21\|-1.64\|10.38\|10.54\|10.07\|194548;2026-06-26\|9.99\|-2.15\|10.21\|10.53\|9.95\|285603;2026-06-29\|9.62\|-3.70\|10.00\|10.00\|9.57\|277297;2026-06-30\|9.80\|1.87\|9.83\|9.89\|9.63\|211289;2026-07-01\|9.92\|1.22\|9.79\|10.07\|9.72\|241260;2026-07-02\|9.77\|-1.51\|9.78\|10.04\|9.73\|232550;2026-07-03\|9.95\|1.84\|9.70\|10.05\|9.70\|242544;2026-07-06\|9.57\|-3.82\|9.95\|10.06\|9.56\|259596;2026-07-07\|9.25\|-3.34\|9.58\|9.65\|9.20\|196335;2026-07-08\|8.97\|-3.03\|9.24\|9.25\|8.93\|198529;2026-07-09\|8.99\|0.22\|9.00\|9.03\|8.69\|243682;2026-07-10\|9.28\|3.23\|8.95\|9.52\|8.91\|281783;2026-07-13\|9.00\|-3.02\|9.22\|9.22\|8.86\|237378;2026-07-14\|8.65\|-3.89\|8.78\|8.78\|8.13\|414792;2026-07-15\|8.57\|-0.92\|8.49\|8.76\|8.49\|178832;2026-07-16\|8.77\|2.33\|8.56\|8.93\|8.45\|218072;2026-07-17\|8.42\|-3.99\|8.78\|8.87\|8.42\|174113;2026-07-20\|8.59\|2.02\|8.48\|8.75\|8.35\|220297;2026-07-21\|8.65\|0.70\|8.57\|8.81\|8.50\|272577;2026-07-22\|8.46\|-2.20\|8.60\|8.64\|8.32\|221176;2026-07-23\|8.80\|4.02\|8.42\|8.83\|8.42\|227542;2026-07-24\|8.60\|-2.27\|8.75\|8.88\|8.59\|139922;2026-07-27\|8.77\|1.98\|8.59\|8.82\|8.53\|123668;2026-07-28\|8.81\|0.46\|8.70\|8.82\|8.67\|128212;2026-07-29\|9.08\|3.06\|8.81\|9.12\|8.79\|192515;2026-07-30\|9.14\|0.66\|9.05\|9.31\|9.02\|165895;2026-07-31\|9.15\|0.11\|9.16\|9.29\|9.08\|172272;2026-08-03\|9.42\|2.95\|9.20\|9.47\|9.17\|143997;2026-08-04\|9.36\|-0.64\|9.34\|9.48\|9.34\|127371;2026-08-05\|9.35\|-0.11\|9.37\|9.41\|9.29\|125548;2026-08-06\|9.18\|-1.82\|9.32\|9.34\|9.10\|163197;2026-08-07\|9.05\|-1.42\|9.15\|9.17\|8.90\|204121;2026-08-10\|9.15\|1.10\|9.10\|9.18\|9.01\|140862;2026-08-11\|9.02\|-1.42\|9.13\|9.15\|8.94\|122783;2026-08-12\|9.06\|0.44\|9.08\|9.12\|8.99\|109171;2026-08-13\|9.00\|-0.66\|9.08\|9.18\|8.97\|163845;2026-08-14\|8.94\|-0.67\|9.04\|9.11\|8.92\|126724;2026-08-17\|8.99\|0.56\|8.91\|9.04\|8.84\|133811;2026-08-18\|8.79\|-2.22\|8.97\|8.97\|8.75\|150271;2026-08-19\|8.40\|-4.44\|8.81\|8.81\|8.40\|211867;2026-08-20\|8.42\|0.24\|8.45\|8.50\|8.38\|117964;2026-08-21\|8.40\|-0.24\|8.41\|8.45\|8.31\|89731;2026-08-24\|8.26\|-1.67\|8.40\|8.45\|8.19\|137503;2026-08-25\|8.53\|3.27\|8.25\|8.58\|8.20\|141687;2026-08-26\|8.57\|0.47\|8.53\|8.70\|8.51\|122573;2026-08-27\|8.62\|0.58\|8.55\|8.65\|8.47\|103293;2026-08-28\|8.70\|0.93\|8.62\|8.75\|8.58\|102043;2026-08-31\|8.52\|-2.07\|8.65\|8.65\|8.35\|133023;2026-09-01\|8.52\|0.00\|8.46\|8.59\|8.44\|119927;2026-09-02\|8.59\|0.82\|8.50\|8.62\|8.36\|123396;2026-09-03\|8.64\|0.58\|8.57\|8.71\|8.57\|109030;2026-09-04\|8.65\|0.12\|8.68\|8.82\|8.62\|142542;2026-09-07\|8.54\|-1.27\|8.68\|8.68\|8.50\|99558;2026-09-08\|8.78\|2.81\|8.53\|8.88\|8.51\|183110;2026-09-09\|8.84\|0.68\|8.78\|9.00\|8.75\|168704;2026-09-10\|8.92\|0.91\|8.84\|9.03\|8.67\|177571;2026-09-11\|8.80\|-1.35\|8.84\|8.89\|8.65\|171991;2026-09-14\|8.63\|-1.93\|8.80\|8.88\|8.58\|166390;2026-09-15\|8.48\|-1.74\|8.62\|8.65\|8.48\|93869;2026-09-16\|8.50\|0.24\|8.55\|8.57\|8.40\|91270;2026-09-17\|8.41\|-1.06\|8.44\|8.54\|8.36\|106563;2026-09-18\|8.52\|1.31\|8.45\|8.64\|8.44\|103569
111623	光纤价格暴涨交货期限延长至20周以上	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，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。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625;2026-09-15\|12.19\|0.16\|12.09\|12.30\|12.06\|108295;2026-09-16\|12.72\|4.35\|12.12\|12.83\|12.05\|188674;2026-09-17\|12.44\|-2.20\|12.63\|12.90\|12.42\|129458;2026-09-18\|12.55\|0.88\|12.50\|12.67\|12.41\|118561
111622	光纤价格暴涨交货期限延长至20周以上	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805;2026-09-09\|35.79\|0.93\|36.00\|37.14\|35.56\|292730;2026-09-10\|35.49\|-0.84\|35.21\|36.35\|34.91\|176229;2026-09-11\|35.06\|-1.21\|34.73\|36.16\|33.69\|263209;2026-09-14\|35.23\|0.48\|34.52\|35.90\|33.41\|211300;2026-09-15\|35.78\|1.56\|34.95\|36.57\|34.95\|241800;2026-09-16\|37.30\|4.25\|35.80\|37.53\|35.40\|301532;2026-09-17\|36.63\|-1.80\|36.90\|37.77\|36.49\|238930;2026-09-18\|37.89\|3.44\|37.67\|38.50\|36.94\|298307
111621	光纤价格暴涨交货期限延长至20周以上	增持易缆微+CPO光芯片+南孚电池行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月27日互动易，近期公司对苏州易缆微的持股比例提升至8.51%，是其直接股东中唯一的上市公司和产业资本投资人，未来将适时加大投资力度。 2、据2026年1月26日互动易，苏州易缆微独创的硅光异质集成薄膜铌酸锂技术平台，适用于数据中心的高速高密度光电集成芯片和光学引擎，是实现数据中心1.6T/3.2T集成高性能光模块和光电共封装CPO的核心技术，具有平滑演进的技术优势、大幅降低功耗和运营成本的商业价值，已确立了数据中心硅光领域单波200Gbps、400Gbps光芯片的全球技术领先地位。 3、据2026年3月10日年报，公司核心资产南孚电池在国内碱性电池市场占据绝大部分零售份额，报告期内推出聚能环5代电池，新建碱性电池生产线实现“投产即满产”，OEM业务实现较快增长。	1、公司联合领投苏州易缆微3000万元，占股4.3%，布局1.6T/3.2T光模块核心芯片及CPO解决方案，加码光芯片赛道； 2、公司战略投资的苏州易缆微硅光异质集成薄膜铌酸锂芯片已为某航天系上市公司提供产品与服务	2026-05-15\|49.90\|-3.11\|51.92\|52.93\|49.47\|207505;2026-05-18\|54.89\|10.00\|49.11\|54.89\|48.90\|195659;2026-05-19\|56.98\|3.81\|54.35\|57.28\|53.28\|312142;2026-05-20\|56.84\|-0.25\|54.50\|56.99\|53.73\|251716;2026-05-21\|51.17\|-9.98\|56.31\|56.99\|51.16\|280644;2026-05-22\|55.91\|9.26\|51.16\|56.29\|51.10\|247950;2026-05-25\|54.98\|-1.66\|56.80\|56.80\|53.50\|162318;2026-05-26\|53.13\|-3.36\|56.45\|57.50\|51.90\|202623;2026-05-27\|52.76\|-0.70\|52.54\|55.30\|50.60\|231142;2026-05-28\|58.04\|10.01\|52.00\|58.04\|51.00\|255326;2026-05-29\|60.10\|3.55\|59.40\|62.50\|58.99\|339821;2026-06-01\|58.00\|-3.49\|61.71\|64.09\|57.76\|358553;2026-06-02\|61.83\|6.60\|58.14\|62.97\|56.87\|294189;2026-06-03\|63.26\|2.31\|62.00\|63.66\|60.50\|300118;2026-06-04\|60.95\|-3.65\|60.50\|64.51\|60.18\|211447;2026-06-05\|57.52\|-5.63\|60.06\|61.36\|57.07\|203483;2026-06-08\|54.34\|-5.53\|53.48\|56.50\|53.02\|215432;2026-06-09\|56.35\|3.70\|55.11\|56.80\|53.61\|172883;2026-06-10\|53.90\|-4.35\|54.88\|55.10\|52.88\|138898;2026-06-11\|51.60\|-4.27\|53.04\|54.30\|51.22\|168060;2026-06-12\|50.83\|-1.49\|52.98\|53.78\|50.65\|139699;2026-06-15\|53.85\|5.94\|51.31\|54.44\|51.00\|147009;2026-06-16\|53.24\|-1.13\|53.85\|55.11\|52.50\|170176;2026-06-17\|52.85\|-0.73\|52.93\|54.25\|52.00\|172764;2026-06-18\|50.01\|-5.37\|52.70\|52.92\|49.55\|265123;2026-06-22\|51.30\|2.58\|50.82\|52.16\|49.29\|216554;2026-06-23\|53.45\|4.19\|50.94\|53.89\|48.32\|254319;2026-06-24\|53.50\|0.09\|52.58\|54.99\|52.10\|244063;2026-06-25\|57.82\|8.07\|54.00\|58.85\|53.41\|389741;2026-06-26\|52.04\|-10.00\|56.97\|57.50\|52.04\|273056;2026-06-29\|51.85\|-0.37\|50.90\|53.30\|47.77\|272647;2026-06-30\|53.25\|2.70\|50.80\|55.30\|50.01\|228741;2026-07-01\|50.55\|-5.07\|52.80\|54.83\|50.25\|219112;2026-07-02\|54.14\|7.10\|49.80\|55.61\|48.55\|344745;2026-07-03\|52.82\|-2.44\|55.00\|55.90\|52.20\|232805;2026-07-06\|48.65\|-7.89\|53.88\|54.02\|48.58\|200665;2026-07-07\|46.44\|-4.54\|48.88\|48.88\|45.61\|136330;2026-07-08\|46.00\|-0.95\|46.84\|47.85\|43.98\|135582;2026-07-09\|47.40\|3.04\|46.10\|47.50\|44.00\|127311;2026-07-10\|47.67\|0.57\|49.15\|50.65\|47.53\|182811;2026-07-13\|50.74\|6.44\|49.60\|52.28\|49.19\|270109;2026-07-14\|50.88\|0.28\|50.56\|51.03\|48.27\|164912;2026-07-15\|51.40\|1.02\|52.88\|54.33\|50.00\|215095;2026-07-16\|49.03\|-4.61\|48.41\|52.55\|48.11\|201235;2026-07-17\|44.13\|-9.99\|48.98\|49.48\|44.13\|157963;2026-07-20\|39.72\|-9.99\|43.77\|44.00\|39.72\|154764;2026-07-21\|40.38\|1.66\|39.00\|40.45\|35.75\|255970;2026-07-22\|38.98\|-3.47\|39.80\|41.10\|38.01\|242782;2026-07-23\|37.19\|-4.59\|39.75\|41.56\|36.50\|233566;2026-07-24\|37.49\|0.81\|36.81\|38.79\|36.00\|216703;2026-07-27\|38.88\|3.71\|37.23\|39.00\|36.81\|119922;2026-07-28\|37.30\|-4.06\|40.49\|41.00\|37.02\|242538;2026-07-29\|36.11\|-3.19\|36.98\|37.27\|35.10\|178539;2026-07-30\|34.06\|-5.68\|35.88\|36.28\|33.37\|199542;2026-07-31\|37.47\|10.01\|36.01\|37.47\|36.01\|189100;2026-08-03\|36.26\|-3.23\|38.38\|38.40\|36.10\|162796;2026-08-04\|37.83\|4.33\|36.20\|38.22\|36.01\|131404;2026-08-05\|39.04\|3.20\|36.61\|39.70\|36.50\|156957;2026-08-06\|39.30\|0.67\|38.48\|39.88\|38.10\|107601;2026-08-07\|39.90\|1.53\|39.30\|40.40\|38.40\|113688;2026-08-10\|40.35\|1.13\|40.50\|41.02\|38.90\|116736;2026-08-11\|40.40\|0.12\|40.00\|40.95\|39.50\|83212;2026-08-12\|41.26\|2.13\|40.25\|41.75\|40.20\|95683;2026-08-13\|40.30\|-2.33\|41.04\|41.96\|40.27\|106570;2026-08-14\|41.71\|3.50\|40.10\|41.99\|40.08\|115073;2026-08-17\|43.75\|4.89\|41.66\|44.52\|40.36\|218954;2026-08-18\|42.50\|-2.86\|43.00\|43.75\|41.30\|171720;2026-08-19\|38.25\|-10.00\|40.69\|41.21\|38.25\|143523;2026-08-20\|39.29\|2.72\|38.25\|39.97\|36.88\|157446;2026-08-21\|39.18\|-0.28\|38.91\|39.80\|38.25\|83055;2026-08-24\|37.99\|-3.04\|38.88\|39.38\|36.68\|81208;2026-08-25\|39.15\|3.05\|37.37\|40.14\|36.30\|123731;2026-08-26\|38.30\|-2.17\|39.59\|39.59\|37.39\|77496;2026-08-27\|40.70\|6.27\|38.30\|40.88\|38.30\|120767;2026-08-28\|40.16\|-1.33\|40.70\|41.19\|40.05\|67754;2026-08-31\|40.70\|1.34\|39.53\|40.97\|39.27\|67920;2026-09-01\|39.45\|-3.07\|40.40\|41.10\|38.90\|88567;2026-09-02\|39.16\|-0.74\|38.90\|39.77\|38.58\|48700;2026-09-03\|39.30\|0.36\|39.36\|39.95\|38.00\|52796;2026-09-04\|39.44\|0.36\|39.66\|42.26\|39.08\|149091;2026-09-07\|42.19\|6.97\|39.44\|42.60\|39.44\|158233;2026-09-08\|43.90\|4.05\|42.79\|44.75\|41.43\|150993;2026-09-09\|43.38\|-1.18\|44.44\|44.74\|42.92\|112088;2026-09-10\|42.34\|-2.40\|42.41\|43.72\|42.08\|88208;2026-09-11\|40.61\|-4.09\|41.93\|42.33\|39.46\|88571;2026-09-14\|43.75\|7.73\|40.12\|44.64\|38.75\|163596;2026-09-15\|42.36\|-3.18\|44.13\|44.46\|42.29\|92033;2026-09-16\|43.40\|2.46\|42.17\|44.32\|41.93\|109057;2026-09-17\|42.14\|-2.90\|43.61\|43.61\|42.06\|60674;2026-09-18\|42.69\|1.31\|42.75\|43.10\|41.96\|76940
111620	光纤价格暴涨交货期限延长至20周以上	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356;2026-09-09\|134.32\|3.39\|132.50\|137.37\|128.08\|170904;2026-09-10\|132.91\|-1.05\|134.00\|134.99\|129.52\|96860;2026-09-11\|127.20\|-4.30\|131.70\|132.45\|122.99\|114372;2026-09-14\|123.48\|-2.92\|124.84\|126.70\|119.56\|102165;2026-09-15\|117.90\|-4.52\|123.57\|124.49\|117.50\|95816;2026-09-16\|119.54\|1.39\|117.93\|122.38\|115.00\|98714;2026-09-17\|116.39\|-2.64\|119.56\|122.21\|115.77\|94333;2026-09-18\|128.03\|10.00\|118.07\|128.03\|114.73\|162208
111619	光纤价格暴涨交货期限延长至20周以上	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.89\|-6.78\|89.62\|89.98\|81.00\|38966;2026-07-16\|76.70\|-6.34\|80.58\|81.29\|76.18\|40723;2026-07-17\|67.17\|-12.43\|76.18\|77.01\|65.90\|58610;2026-07-20\|60.00\|-10.67\|69.23\|69.90\|58.31\|61415;2026-07-21\|65.25\|8.75\|60.58\|65.36\|51.83\|70999;2026-07-22\|63.70\|-2.38\|64.88\|68.26\|63.08\|53404;2026-07-23\|62.21\|-2.34\|64.20\|66.72\|61.63\|34892;2026-07-24\|62.13\|-0.13\|61.89\|66.00\|60.00\|41608;2026-07-27\|65.71\|5.76\|62.94\|65.96\|61.88\|47265;2026-07-28\|61.80\|-5.95\|64.61\|66.36\|61.32\|41849;2026-07-29\|59.01\|-4.51\|61.81\|62.00\|56.12\|49297;2026-07-30\|52.51\|-11.02\|58.55\|58.87\|51.71\|51201;2026-07-31\|55.48\|5.66\|57.99\|63.01\|55.34\|109170;2026-08-03\|53.39\|-3.77\|54.80\|56.42\|52.72\|73744;2026-08-04\|57.31\|7.34\|54.49\|58.20\|53.43\|64066;2026-08-05\|62.53\|9.11\|55.74\|63.84\|55.00\|78420;2026-08-06\|64.99\|3.93\|61.52\|67.10\|60.65\|88521;2026-08-07\|69.07\|6.28\|64.71\|69.35\|63.65\|79371;2026-08-10\|66.21\|-4.14\|69.32\|70.43\|65.60\|88910;2026-08-11\|69.45\|4.89\|65.55\|71.43\|63.60\|100188;2026-08-12\|72.18\|3.93\|68.71\|73.85\|68.53\|85852;2026-08-13\|69.10\|-4.27\|72.56\|74.18\|69.00\|73053;2026-08-14\|71.88\|4.02\|69.12\|73.99\|68.82\|57919;2026-08-17\|74.50\|3.65\|72.16\|74.80\|70.51\|61708;2026-08-18\|75.45\|1.28\|77.00\|77.77\|72.80\|80407;2026-08-19\|67.49\|-10.55\|72.50\|73.54\|67.10\|68540;2026-08-20\|69.63\|3.17\|68.96\|71.00\|66.97\|50268;2026-08-21\|70.03\|0.57\|68.53\|72.05\|67.77\|39869;2026-08-24\|70.80\|1.10\|71.30\|74.28\|68.30\|73266;2026-08-25\|73.50\|3.81\|69.36\|74.61\|67.63\|78337;2026-08-26\|73.75\|0.34\|74.00\|78.20\|70.77\|86832;2026-08-27\|79.51\|7.81\|76.70\|82.55\|73.00\|130192;2026-08-28\|80.00\|0.62\|82.96\|84.94\|79.71\|91770;2026-08-31\|82.11\|2.64\|77.73\|83.50\|77.38\|70807;2026-09-01\|77.45\|-5.68\|81.67\|81.98\|76.50\|58553;2026-09-02\|77.65\|0.26\|76.00\|79.29\|75.30\|44138;2026-09-03\|78.84\|1.53\|78.53\|80.22\|77.06\|42415;2026-09-04\|75.59\|-4.12\|78.05\|81.81\|74.48\|53367;2026-09-07\|86.96\|15.04\|76.83\|87.17\|76.70\|98066;2026-09-08\|84.78\|-2.51\|86.83\|88.36\|84.10\|73301;2026-09-09\|83.58\|-1.42\|86.73\|86.90\|83.04\|61273;2026-09-10\|81.38\|-2.63\|82.72\|83.69\|80.90\|44424;2026-09-11\|79.16\|-2.73\|79.62\|82.50\|76.03\|58422;2026-09-14\|80.41\|1.58\|77.51\|81.80\|75.69\|46544;2026-09-15\|79.29\|-1.39\|79.37\|81.81\|79.01\|38074;2026-09-16\|85.94\|8.39\|79.41\|86.50\|79.17\|69146;2026-09-17\|85.00\|-1.09\|85.89\|87.59\|84.50\|54930;2026-09-18\|87.37\|2.79\|86.00\|87.96\|84.08\|55932
111618	光纤价格暴涨交货期限延长至20周以上	TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司筹划收购西安奇芯光电股权，标的从事光电子器件制造	2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513;2026-07-14\|9.58\|2.46\|9.50\|9.58\|9.00\|199031;2026-07-15\|9.52\|-0.63\|9.58\|9.80\|9.33\|146557;2026-07-16\|9.20\|-3.36\|9.49\|9.58\|9.12\|117641;2026-07-17\|8.37\|-9.02\|9.17\|9.24\|8.28\|208064;2026-07-20\|7.55\|-9.80\|8.37\|8.53\|7.53\|231938;2026-07-21\|7.80\|3.31\|7.70\|7.86\|6.80\|295119;2026-07-22\|7.69\|-1.41\|7.66\|8.03\|7.58\|171835;2026-07-23\|7.96\|3.51\|7.78\|8.46\|7.68\|287683;2026-07-24\|7.52\|-5.53\|7.82\|8.16\|7.52\|210169;2026-07-27\|8.27\|9.97\|7.45\|8.27\|7.44\|177786;2026-07-28\|7.79\|-5.80\|8.38\|8.59\|7.69\|339694;2026-07-29\|7.85\|0.77\|7.92\|8.08\|7.52\|262586;2026-07-30\|7.47\|-4.84\|7.85\|7.93\|7.34\|174418;2026-07-31\|7.55\|1.07\|7.47\|7.77\|7.42\|269910;2026-08-03\|7.96\|5.43\|7.41\|8.17\|7.36\|247509;2026-08-04\|8.26\|3.77\|8.03\|8.50\|7.88\|244388;2026-08-05\|8.55\|3.51\|8.28\|8.61\|8.16\|192766;2026-08-06\|8.84\|3.39\|8.50\|8.86\|8.50\|172498;2026-08-07\|8.83\|-0.11\|8.77\|8.87\|8.31\|172421;2026-08-10\|9.71\|9.97\|9.70\|9.71\|9.55\|66616;2026-08-11\|10.68\|9.99\|10.68\|10.68\|10.65\|96908;2026-08-12\|11.75\|10.02\|11.75\|11.75\|11.75\|23326;2026-08-13\|12.93\|10.04\|12.93\|12.93\|12.93\|18846;2026-08-14\|11.64\|-9.98\|14.22\|14.22\|11.64\|947232;2026-08-17\|11.71\|0.60\|11.12\|12.07\|10.90\|848677;2026-08-18\|10.76\|-8.11\|11.35\|12.10\|10.70\|736435;2026-08-19\|9.68\|-10.04\|10.35\|10.75\|9.68\|521155;2026-08-20\|10.65\|10.02\|9.87\|10.65\|9.81\|770123;2026-08-21\|10.01\|-6.01\|10.32\|10.60\|9.90\|518659;2026-08-24\|9.85\|-1.60\|10.00\|10.49\|9.64\|377070;2026-08-25\|10.19\|3.45\|9.93\|10.19\|9.56\|408763;2026-08-26\|10.04\|-1.47\|10.00\|10.22\|9.85\|303875;2026-08-27\|11.04\|9.96\|10.03\|11.04\|10.03\|425326;2026-08-28\|11.03\|-0.09\|11.04\|11.34\|10.78\|642956;2026-08-31\|11.09\|0.54\|12.00\|12.13\|11.03\|910790;2026-09-01\|10.42\|-6.04\|10.38\|10.78\|10.35\|546559;2026-09-02\|9.90\|-4.99\|10.08\|10.20\|9.82\|371859;2026-09-03\|9.79\|-1.11\|9.88\|9.95\|9.59\|314962;2026-09-04\|9.55\|-2.45\|9.79\|10.01\|9.44\|282502;2026-09-07\|9.96\|4.29\|9.65\|10.19\|9.55\|351919;2026-09-08\|10.00\|0.40\|9.96\|10.19\|9.85\|275553;2026-09-09\|9.73\|-2.70\|9.99\|10.38\|9.66\|264063;2026-09-10\|9.72\|-0.10\|9.63\|9.80\|9.55\|161775;2026-09-11\|9.55\|-1.75\|9.70\|9.80\|9.19\|195264;2026-09-14\|9.48\|-0.73\|9.53\|9.60\|9.31\|112619;2026-09-15\|9.28\|-2.11\|9.44\|9.47\|9.24\|106027;2026-09-16\|9.46\|1.94\|9.29\|9.49\|9.20\|116469;2026-09-17\|9.40\|-0.63\|9.38\|9.68\|9.30\|123141;2026-09-18\|9.64\|2.55\|9.43\|9.64\|9.41\|161530
111617	光纤价格暴涨交货期限延长至20周以上	AI光学+CPO硅透镜+AR眼镜+消费电子行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月25日互动易，光通信行业在AI算力驱动下上游光学元件供需偏紧，公司AI光学业务紧抓算力基础设施、数据中心建设行业机遇，相关产品有望年内实现交付；据2025年年报，公司CPO共封装-硅透镜研发项目正在开发中，目标满足800G/1.6T光模块及未来AI集群光互连需求。 2、据2026年5月21日投资者关系活动记录表，AR光学是公司第二成长曲线，以核心GWG反射光波导技术为根基，同步拓展SRG、VHG等技术体系，已与北美行业头部客户建立深度战略合作关系，产线建设稳步推进。 3、据2026年5月21日投资者关系活动记录表，公司第一成长曲线消费电子与车载光学经营稳健，2026年核心增量来自北美大客户手机摄像头光学升级供应新品，涂布滤光片自2025年量产突破后份额稳步提升。	1、公司已将AI光学列为第三成长曲线，CPO共封装硅透镜项目正开发，目标切入800G/1.6T光模块及AI集群光互连； 2、公司的光学零组件产品广泛用于各型号智能手机的成像和感知系统，而AI手机同样具备该类系统，其产品可满足AI手机成像与感知相关需求	2026-05-15\|38.00\|-2.09\|39.47\|40.12\|37.20\|807034;2026-05-18\|37.30\|-1.84\|37.91\|37.98\|36.55\|664292;2026-05-19\|38.54\|3.32\|37.33\|38.80\|35.70\|787567;2026-05-20\|39.70\|3.01\|39.07\|40.19\|38.10\|743428;2026-05-21\|36.67\|-7.63\|39.77\|41.93\|36.42\|1469169;2026-05-22\|40.34\|10.01\|38.00\|40.34\|37.15\|1097994;2026-05-25\|40.14\|-0.50\|40.61\|40.70\|38.22\|1162627;2026-05-26\|39.30\|-2.09\|40.04\|40.47\|38.36\|759193;2026-05-27\|42.05\|7.00\|39.30\|42.88\|39.00\|1253273;2026-05-28\|43.73\|4.00\|42.10\|44.30\|41.69\|962280;2026-05-29\|39.36\|-9.99\|43.75\|43.79\|39.36\|1059853;2026-06-01\|36.53\|-7.19\|38.52\|39.27\|36.19\|1001892;2026-06-02\|37.27\|2.03\|36.90\|38.06\|35.50\|736854;2026-06-03\|36.85\|-0.59\|37.38\|38.61\|36.10\|824728;2026-06-04\|37.18\|0.90\|35.90\|37.59\|35.70\|684697;2026-06-05\|36.22\|-2.58\|36.77\|37.99\|35.10\|728733;2026-06-08\|34.23\|-5.49\|34.48\|36.19\|34.08\|720478;2026-06-09\|35.76\|4.47\|34.76\|35.85\|34.00\|492379;2026-06-10\|34.09\|-4.67\|35.05\|35.10\|33.20\|490473;2026-06-11\|33.18\|-2.67\|34.00\|34.34\|32.75\|535366;2026-06-12\|32.39\|-2.38\|33.97\|34.36\|32.26\|576288;2026-06-15\|34.46\|6.39\|33.00\|34.59\|32.86\|728442;2026-06-16\|35.87\|4.09\|34.99\|36.64\|34.60\|654911;2026-06-17\|35.73\|-0.39\|35.30\|37.03\|35.06\|596601;2026-06-18\|36.94\|3.39\|35.75\|37.41\|35.60\|754079;2026-06-22\|35.53\|-3.82\|36.98\|37.31\|34.53\|829007;2026-06-23\|34.04\|-4.19\|35.20\|36.40\|33.77\|608481;2026-06-24\|36.01\|5.79\|34.05\|36.39\|33.52\|781629;2026-06-25\|36.41\|1.11\|35.91\|36.84\|35.20\|740238;2026-06-26\|35.83\|-1.59\|35.76\|36.86\|34.22\|947299;2026-06-29\|32.25\|-9.99\|35.80\|37.18\|32.25\|1103133;2026-06-30\|35.48\|10.02\|35.35\|35.48\|35.35\|390847;2026-07-01\|39.03\|10.01\|39.03\|39.03\|39.03\|146761;2026-07-02\|39.02\|-0.03\|40.00\|42.18\|38.23\|2598369;2026-07-03\|36.98\|-5.23\|39.24\|39.86\|36.90\|1581334;2026-07-06\|35.55\|-3.87\|36.06\|38.09\|35.30\|1117490;2026-07-07\|34.17\|-3.88\|35.27\|35.88\|33.09\|796391;2026-07-08\|32.04\|-6.23\|34.51\|34.75\|31.89\|820695;2026-07-09\|32.88\|2.62\|32.61\|32.98\|30.70\|702328;2026-07-10\|30.91\|-5.99\|33.01\|33.99\|30.87\|734017;2026-07-13\|29.66\|-4.04\|30.70\|31.28\|29.40\|619406;2026-07-14\|31.26\|5.39\|30.10\|31.34\|28.79\|696509;2026-07-15\|29.78\|-4.73\|31.30\|31.99\|29.51\|549656;2026-07-16\|28.98\|-2.69\|29.45\|30.77\|28.70\|549942;2026-07-17\|26.65\|-8.04\|29.19\|29.39\|26.31\|622194;2026-07-20\|25.05\|-6.00\|27.20\|27.47\|24.21\|752827;2026-07-21\|27.56\|10.02\|25.48\|27.56\|24.60\|854336;2026-07-22\|26.95\|-2.21\|27.56\|28.47\|26.73\|670966;2026-07-23\|27.01\|0.22\|27.21\|27.67\|26.55\|382831;2026-07-24\|27.35\|1.26\|26.60\|28.15\|26.15\|601717;2026-07-27\|27.73\|1.39\|27.18\|27.88\|26.56\|478394;2026-07-28\|26.10\|-5.88\|27.06\|27.67\|25.95\|481643;2026-07-29\|26.35\|0.96\|26.07\|26.68\|25.52\|502832;2026-07-30\|24.69\|-6.30\|26.20\|26.56\|24.03\|655134;2026-07-31\|25.29\|2.43\|26.00\|26.48\|25.18\|582139;2026-08-03\|24.71\|-2.29\|25.36\|25.64\|24.58\|499109;2026-08-04\|25.91\|4.86\|24.96\|26.19\|24.85\|493814;2026-08-05\|27.14\|4.75\|25.51\|27.20\|25.45\|645579;2026-08-06\|27.32\|0.66\|26.65\|27.85\|26.36\|540703;2026-08-07\|27.63\|1.13\|27.28\|27.90\|26.70\|520838;2026-08-10\|26.93\|-2.53\|27.65\|27.69\|26.48\|480645;2026-08-11\|27.10\|0.63\|26.71\|27.49\|26.40\|383605;2026-08-12\|27.55\|1.66\|27.00\|27.79\|26.91\|337346;2026-08-13\|26.96\|-2.14\|27.90\|28.32\|26.70\|394916;2026-08-14\|27.62\|2.45\|27.08\|27.99\|27.08\|368624;2026-08-17\|29.10\|5.36\|27.63\|29.13\|27.51\|532162;2026-08-18\|29.00\|-0.34\|28.98\|29.50\|28.17\|508035;2026-08-19\|26.63\|-8.17\|28.12\|28.38\|26.45\|611513;2026-08-20\|27.13\|1.88\|27.13\|27.62\|26.63\|354106;2026-08-21\|27.48\|1.29\|26.99\|27.99\|26.65\|394481;2026-08-24\|25.24\|-8.15\|27.30\|27.33\|24.76\|717485;2026-08-25\|25.37\|0.52\|24.87\|25.63\|24.08\|435339;2026-08-26\|26.04\|2.64\|25.50\|26.20\|24.95\|344783;2026-08-27\|26.81\|2.96\|26.10\|26.93\|25.77\|363564;2026-08-28\|26.12\|-2.57\|26.80\|27.28\|26.10\|449065;2026-08-31\|26.71\|2.26\|25.72\|26.74\|25.50\|290389;2026-09-01\|26.00\|-2.66\|26.70\|26.86\|25.98\|292853;2026-09-02\|25.69\|-1.19\|25.67\|26.01\|25.48\|227575;2026-09-03\|25.63\|-0.23\|25.86\|26.23\|25.28\|228665;2026-09-04\|24.89\|-2.89\|25.81\|26.14\|24.67\|333596;2026-09-07\|25.79\|3.62\|24.98\|26.13\|24.93\|356845;2026-09-08\|25.22\|-1.83\|25.69\|25.79\|25.12\|247960;2026-09-09\|25.49\|1.07\|25.41\|25.85\|25.19\|277760;2026-09-10\|25.12\|-1.45\|25.10\|25.35\|24.91\|184859;2026-09-11\|24.67\|-1.79\|24.88\|24.99\|24.13\|299581;2026-09-14\|24.46\|-0.85\|24.47\|24.73\|24.12\|199206;2026-09-15\|23.91\|-2.25\|24.31\|24.60\|23.85\|299949;2026-09-16\|24.68\|3.22\|23.87\|24.89\|23.80\|322482;2026-09-17\|24.57\|-0.45\|24.49\|25.13\|24.40\|257401;2026-09-18\|25.47\|3.66\|25.00\|25.70\|24.73\|359125
111616	光纤价格暴涨交货期限延长至20周以上	磷化铟+光芯片+铝轮毂出口行业原因：台积电美股昨晚续创历史新高，总市值突破2万亿美元关口。据报道，台积电产能扩张步伐加快，今年有望迎来多达十座晶圆厂的在建与启动。公司原因： 1、据2025年9月18日互动易，截至目前公司持有中石光芯10.05%股权，中科光芯是中石光芯子公司。据2023年3月3日互动易，中科光芯是公司参股10.89%的中石光芯的全资子公司。据2023年6月6日互动易，中石光芯主要生产销售InP（磷化铟）外延片、光芯片及激光器件三大类产品。中石光芯的主要核心技术是外延结构设计、外延材料生长工艺、外延精细化工程控制，整体来说就是外延片的制备。 2、据2025年8月27日半年度报告，公司是国内汽车铝合金车轮重点出口企业之一，产品以差异化、个性化、时尚化特点销往全球80多个国家和地区，外销占比90.60%。	公司间接持股10.05%的中科光芯，后者是主要生产销售InP（磷化铟）外延片、光芯片及激光器件三大类产品	2026-05-15\|16.75\|-2.10\|17.11\|17.24\|16.62\|87875;2026-05-18\|16.97\|1.31\|16.65\|17.13\|16.49\|70171;2026-05-19\|16.94\|-0.18\|16.76\|17.09\|16.52\|85533;2026-05-20\|16.71\|-1.36\|16.81\|17.23\|16.48\|82845;2026-05-21\|15.04\|-9.99\|16.97\|17.03\|15.04\|231899;2026-05-22\|16.54\|9.97\|15.79\|16.54\|15.05\|165697;2026-05-25\|16.00\|-3.26\|16.63\|16.75\|15.74\|184749;2026-05-26\|15.46\|-3.38\|16.00\|16.15\|15.14\|133044;2026-05-27\|15.16\|-1.81\|15.61\|15.96\|15.08\|93874;2026-05-28\|15.52\|2.37\|15.15\|16.19\|14.89\|179135;2026-05-29\|15.52\|0.00\|15.79\|16.79\|15.50\|203142;2026-06-01\|14.75\|-4.96\|15.30\|15.57\|14.70\|141741;2026-06-02\|14.68\|-0.47\|14.72\|14.94\|14.16\|108588;2026-06-03\|14.76\|0.55\|14.80\|15.80\|14.54\|151655;2026-06-04\|14.51\|-1.69\|14.75\|15.20\|14.12\|134115;2026-06-05\|13.85\|-4.55\|14.36\|14.63\|13.84\|127407;2026-06-08\|13.13\|-5.20\|13.45\|13.79\|12.89\|121318;2026-06-09\|12.99\|-1.07\|13.28\|13.35\|12.91\|86189;2026-06-10\|12.88\|-0.85\|12.97\|12.99\|12.46\|90288;2026-06-11\|12.85\|-0.23\|12.84\|13.21\|12.48\|102486;2026-06-12\|12.95\|0.78\|13.01\|13.48\|12.87\|93670;2026-06-15\|13.58\|4.86\|13.09\|13.83\|12.95\|128893;2026-06-16\|14.10\|3.83\|13.51\|14.94\|13.26\|266126;2026-06-17\|13.70\|-2.84\|14.32\|14.52\|13.64\|211559;2026-06-18\|13.30\|-2.92\|13.52\|13.95\|13.25\|125728;2026-06-22\|13.53\|1.73\|13.31\|14.05\|13.05\|159399;2026-06-23\|13.09\|-3.25\|13.40\|13.85\|12.98\|114646;2026-06-24\|13.54\|3.44\|13.11\|14.28\|12.60\|198937;2026-06-25\|12.63\|-6.72\|13.71\|13.78\|12.60\|175619;2026-06-26\|12.02\|-4.83\|12.47\|12.49\|11.85\|123504;2026-06-29\|12.34\|2.66\|12.01\|12.74\|11.90\|107545;2026-06-30\|12.32\|-0.16\|12.46\|12.69\|12.17\|84535;2026-07-01\|12.73\|3.33\|12.33\|12.94\|12.12\|120786;2026-07-02\|12.33\|-3.14\|12.58\|12.89\|12.21\|87350;2026-07-03\|12.35\|0.16\|12.34\|12.53\|12.22\|70770;2026-07-06\|11.70\|-5.26\|12.34\|12.46\|11.70\|94609;2026-07-07\|11.15\|-4.70\|11.70\|11.79\|11.11\|69212;2026-07-08\|11.14\|-0.09\|11.14\|11.26\|10.85\|59142;2026-07-09\|11.68\|4.85\|10.93\|11.83\|10.71\|96302;2026-07-10\|11.53\|-1.28\|11.58\|11.80\|11.39\|77200;2026-07-13\|10.65\|-7.63\|11.41\|11.52\|10.61\|63557;2026-07-14\|10.83\|1.69\|10.56\|10.83\|10.34\|50404;2026-07-15\|10.88\|0.46\|10.65\|11.10\|10.56\|54656;2026-07-16\|11.05\|1.56\|10.71\|11.16\|10.69\|56038;2026-07-17\|10.20\|-7.69\|11.05\|11.05\|10.08\|73729;2026-07-20\|9.79\|-4.02\|10.32\|10.47\|9.53\|83632;2026-07-21\|10.01\|2.25\|9.74\|10.06\|9.12\|88411;2026-07-22\|9.80\|-2.10\|9.96\|10.22\|9.80\|80069;2026-07-23\|10.78\|10.00\|9.80\|10.78\|9.75\|114756;2026-07-24\|10.85\|0.65\|10.78\|10.89\|10.48\|99446;2026-07-27\|11.38\|4.88\|10.95\|11.41\|10.81\|83243;2026-07-28\|11.02\|-3.16\|11.60\|11.73\|10.97\|111975;2026-07-29\|10.93\|-0.82\|11.01\|11.15\|10.68\|76369;2026-07-30\|10.50\|-3.93\|10.88\|10.98\|10.39\|63256;2026-07-31\|10.66\|1.52\|10.78\|10.86\|10.53\|63140;2026-08-03\|10.88\|2.06\|10.65\|10.91\|10.65\|44296;2026-08-04\|11.15\|2.48\|11.00\|11.20\|10.88\|48555;2026-08-05\|11.32\|1.52\|11.25\|11.44\|11.17\|64758;2026-08-06\|11.51\|1.68\|11.33\|11.55\|11.26\|68523;2026-08-07\|11.66\|1.30\|11.45\|11.79\|11.33\|74688;2026-08-10\|11.64\|-0.17\|11.69\|11.75\|11.37\|63883;2026-08-11\|11.58\|-0.52\|11.60\|11.73\|11.50\|34459;2026-08-12\|11.97\|3.37\|11.62\|12.01\|11.53\|75817;2026-08-13\|11.62\|-2.92\|12.10\|12.10\|11.62\|53193;2026-08-14\|11.76\|1.20\|11.55\|12.07\|11.55\|58025;2026-08-17\|12.07\|2.64\|11.74\|12.09\|11.60\|64983;2026-08-18\|11.56\|-4.23\|11.88\|11.92\|11.42\|79190;2026-08-19\|11.01\|-4.76\|11.40\|11.50\|10.90\|64105;2026-08-20\|11.19\|1.63\|11.07\|11.33\|10.95\|45284;2026-08-21\|11.29\|0.89\|11.17\|11.36\|10.95\|33685;2026-08-24\|11.05\|-2.13\|11.38\|11.38\|10.91\|33769;2026-08-25\|11.40\|3.17\|11.05\|11.45\|10.95\|41207;2026-08-26\|11.30\|-0.88\|11.45\|11.50\|11.13\|37634;2026-08-27\|11.44\|1.24\|11.30\|11.53\|11.25\|42246;2026-08-28\|11.48\|0.35\|11.37\|11.57\|11.37\|45198;2026-08-31\|11.68\|1.74\|11.27\|11.69\|11.24\|41184;2026-09-01\|11.66\|-0.17\|11.72\|11.74\|11.56\|35662;2026-09-02\|11.68\|0.17\|11.60\|11.78\|11.49\|33663;2026-09-03\|11.59\|-0.77\|11.78\|11.84\|11.56\|27325;2026-09-04\|11.45\|-1.21\|11.65\|11.75\|11.38\|33010;2026-09-07\|11.38\|-0.61\|11.46\|11.56\|11.32\|30226;2026-09-08\|11.37\|-0.09\|11.43\|11.47\|11.30\|40546;2026-09-09\|11.41\|0.35\|11.42\|11.49\|11.32\|29659;2026-09-10\|11.27\|-1.23\|11.33\|11.45\|11.16\|38092;2026-09-11\|11.14\|-1.15\|11.15\|11.22\|10.80\|43031;2026-09-14\|11.14\|0.00\|11.31\|11.35\|10.91\|34030;2026-09-15\|10.79\|-3.14\|11.21\|11.21\|10.77\|39625;2026-09-16\|11.12\|3.06\|10.70\|11.13\|10.70\|33991;2026-09-17\|11.00\|-1.08\|11.01\|11.10\|10.79\|37332;2026-09-18\|11.06\|0.55\|11.00\|11.19\|11.00\|36129
111615	光纤价格暴涨交货期限延长至20周以上	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364;2026-09-15\|74.99\|5.04\|72.01\|76.36\|70.58\|311115;2026-09-16\|71.77\|-4.29\|74.85\|75.05\|71.00\|228532;2026-09-17\|69.47\|-3.20\|70.80\|72.14\|69.39\|165996;2026-09-18\|70.11\|0.92\|70.87\|71.23\|67.66\|168753
111614	研究称数据中心将面临55GW的电力缺口	火电+新能源+国企改革行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月26日互动易，公司煤电机组已完成灵活性改造，随着电力市场改革深入，煤电机组逐步转变为支撑调节性电源，辅助服务市场交易品种与规模不断扩大，煤电机组辅助服务收入占比也在增加。 2、据2026年5月21日公告，公司控股股东与实际控制人之间产权层级减少事项已完成工商变更登记，实际控制人仍为山西省人民政府国有资产监督管理委员会，不影响公司控股权的稳定性。 3、据2026年5月14日异常波动公告及2025年年报，公司主营业务以火力发电为主，电力收入占比84.53%，是山西最大的电力上市公司，同时拥有新能源装机213.58万千瓦，占公司总装机的19.3%。	山西省最大发电公司，控股股东大同煤炭集团是山西最大煤炭企业	2026-05-15\|4.90\|4.26\|4.70\|5.08\|4.38\|4853500;2026-05-18\|5.09\|3.88\|4.67\|5.15\|4.57\|3988302;2026-05-19\|5.09\|0.00\|5.00\|5.30\|4.84\|3943889;2026-05-20\|4.58\|-10.02\|4.90\|4.94\|4.58\|2566993;2026-05-21\|4.43\|-3.28\|4.39\|4.66\|4.39\|2271593;2026-05-22\|4.72\|6.55\|4.43\|4.87\|4.31\|3629869;2026-05-25\|5.00\|5.93\|4.79\|5.02\|4.74\|3712524;2026-05-26\|4.98\|-0.40\|4.88\|5.20\|4.75\|3440724;2026-05-27\|5.15\|3.41\|4.94\|5.21\|4.91\|4330021;2026-05-28\|5.07\|-1.55\|5.05\|5.27\|4.87\|4080272;2026-05-29\|5.58\|10.06\|5.14\|5.58\|5.07\|3712388;2026-06-01\|6.14\|10.04\|6.14\|6.14\|5.50\|6870789;2026-06-02\|6.11\|-0.49\|6.15\|6.60\|6.00\|9043729;2026-06-03\|6.07\|-0.65\|5.92\|6.35\|5.51\|7805361;2026-06-04\|5.74\|-5.44\|5.70\|5.97\|5.64\|4380221;2026-06-05\|5.34\|-6.97\|5.72\|6.02\|5.25\|4206338;2026-06-08\|4.93\|-7.68\|5.03\|5.35\|4.90\|3152258;2026-06-09\|4.95\|0.41\|5.01\|5.06\|4.67\|3071879;2026-06-10\|4.63\|-6.46\|4.86\|4.86\|4.56\|2612688;2026-06-11\|4.63\|0.00\|4.57\|4.79\|4.51\|2184959;2026-06-12\|4.65\|0.43\|4.63\|4.75\|4.52\|2090550;2026-06-15\|4.91\|5.59\|4.65\|4.92\|4.65\|2641917;2026-06-16\|4.93\|0.41\|4.92\|5.02\|4.82\|2347329;2026-06-17\|5.00\|1.42\|4.93\|5.13\|4.76\|2786669;2026-06-18\|4.59\|-8.20\|4.94\|5.14\|4.55\|3118414;2026-06-22\|4.44\|-3.27\|4.68\|4.69\|4.33\|2396904;2026-06-23\|4.24\|-4.50\|4.35\|4.44\|4.20\|2065626;2026-06-24\|4.15\|-2.12\|4.20\|4.22\|4.04\|1625551;2026-06-25\|4.02\|-3.13\|4.09\|4.12\|3.97\|1563555;2026-06-26\|3.88\|-3.48\|4.05\|4.18\|3.87\|2156086;2026-06-29\|3.92\|1.03\|3.86\|3.99\|3.81\|1625302;2026-06-30\|3.83\|-2.30\|3.86\|3.88\|3.76\|1467123;2026-07-01\|3.99\|4.18\|3.85\|4.03\|3.82\|1835929;2026-07-02\|3.81\|-4.51\|3.99\|4.13\|3.80\|2121938;2026-07-03\|3.73\|-2.10\|3.81\|3.86\|3.68\|1497258;2026-07-06\|3.57\|-4.29\|3.70\|3.72\|3.56\|1252375;2026-07-07\|3.46\|-3.08\|3.55\|3.56\|3.43\|1141727;2026-07-08\|3.35\|-3.18\|3.44\|3.46\|3.34\|1034540;2026-07-09\|3.38\|0.90\|3.33\|3.42\|3.25\|1199645;2026-07-10\|3.47\|2.66\|3.36\|3.56\|3.34\|1435982;2026-07-13\|3.30\|-4.90\|3.47\|3.50\|3.29\|1149225;2026-07-14\|3.35\|1.52\|3.30\|3.36\|3.26\|1071200;2026-07-15\|3.41\|1.79\|3.33\|3.45\|3.30\|1122659;2026-07-16\|3.32\|-2.64\|3.38\|3.42\|3.30\|1069881;2026-07-17\|3.42\|3.01\|3.29\|3.54\|3.28\|2996677;2026-07-20\|3.76\|9.94\|3.40\|3.76\|3.34\|3309287;2026-07-21\|3.99\|6.12\|3.85\|4.11\|3.62\|4745741;2026-07-22\|4.17\|4.51\|3.78\|4.19\|3.75\|4107588;2026-07-23\|4.03\|-3.36\|4.04\|4.32\|3.91\|3786145;2026-07-24\|3.65\|-9.43\|3.90\|3.90\|3.63\|2690340;2026-07-27\|3.74\|2.47\|3.56\|3.75\|3.52\|1930298;2026-07-28\|3.64\|-2.67\|3.68\|3.75\|3.62\|1326488;2026-07-29\|3.76\|3.30\|3.62\|3.79\|3.54\|1959952;2026-07-30\|3.59\|-4.52\|3.71\|3.76\|3.57\|1567417;2026-07-31\|3.66\|1.95\|3.57\|3.71\|3.57\|1323621;2026-08-03\|3.77\|3.01\|3.69\|3.80\|3.67\|1404512;2026-08-04\|3.79\|0.53\|3.84\|3.90\|3.77\|1352596;2026-08-05\|3.81\|0.53\|3.79\|3.82\|3.74\|1291864;2026-08-06\|3.81\|0.00\|3.80\|3.81\|3.71\|1315827;2026-08-07\|3.85\|1.05\|3.80\|3.87\|3.70\|1477662;2026-08-10\|3.87\|0.52\|3.85\|3.88\|3.72\|1594879;2026-08-11\|3.89\|0.52\|3.84\|3.94\|3.79\|1610883;2026-08-12\|3.91\|0.51\|3.88\|3.98\|3.81\|1488483;2026-08-13\|4.15\|6.14\|3.88\|4.23\|3.84\|3585437;2026-08-14\|3.80\|-8.43\|4.00\|4.03\|3.80\|2520816;2026-08-17\|3.65\|-3.95\|3.71\|3.71\|3.60\|1603212;2026-08-18\|3.54\|-3.01\|3.65\|3.65\|3.53\|1380594;2026-08-19\|3.48\|-1.69\|3.50\|3.58\|3.45\|1043820;2026-08-20\|3.41\|-2.01\|3.46\|3.48\|3.39\|901924;2026-08-21\|3.44\|0.88\|3.39\|3.44\|3.34\|650137;2026-08-24\|3.42\|-0.58\|3.45\|3.48\|3.39\|558792;2026-08-25\|3.46\|1.17\|3.40\|3.48\|3.38\|617473;2026-08-26\|3.50\|1.16\|3.45\|3.52\|3.43\|815817;2026-08-27\|3.47\|-0.86\|3.48\|3.49\|3.43\|738007;2026-08-28\|3.45\|-0.58\|3.47\|3.47\|3.43\|609247;2026-08-31\|3.41\|-1.16\|3.43\|3.44\|3.37\|655578;2026-09-01\|3.46\|1.47\|3.40\|3.47\|3.39\|668856;2026-09-02\|3.39\|-2.02\|3.44\|3.46\|3.38\|604297;2026-09-03\|3.37\|-0.59\|3.39\|3.42\|3.36\|527454;2026-09-04\|3.38\|0.30\|3.38\|3.45\|3.37\|837157;2026-09-07\|3.37\|-0.30\|3.37\|3.39\|3.36\|439805;2026-09-08\|3.43\|1.78\|3.36\|3.44\|3.35\|725623;2026-09-09\|3.52\|2.62\|3.44\|3.55\|3.41\|1320834;2026-09-10\|3.58\|1.70\|3.49\|3.61\|3.47\|1620151;2026-09-11\|3.56\|-0.56\|3.54\|3.58\|3.43\|1369940;2026-09-14\|3.54\|-0.56\|3.52\|3.65\|3.50\|1131493;2026-09-15\|3.50\|-1.13\|3.50\|3.57\|3.44\|1062066;2026-09-16\|3.53\|0.86\|3.50\|3.56\|3.46\|942881;2026-09-17\|3.43\|-2.83\|3.50\|3.51\|3.38\|1145993;2026-09-18\|3.45\|0.58\|3.43\|3.51\|3.40\|858767
111613	研究称数据中心将面临55GW的电力缺口	涨停揭秘：拟101亿元收购恒力石化旗下康辉新材，切入高端新材料赛道，叠加大连市国资委控股及国企改革政策催化；涨停缘由：康辉新材为国内BOPET、PBS/PBAT龙头；重组完成后将形成新材料平台；地方国企改革提速预期；恒力系资本运作活跃增强市场信心；资金逻辑：4月16日首板启动，成交额显著放大，资金押注重组进程加速及资产注入预期，属典型主题博弈型交易；风险提示：重组尚需证监会核准，存在不确定性；康辉新材业绩承诺完成情况需跟踪；热电主业持续承压	实控人大连市国资委，公司主营热电联营；此前拟101亿元购买康辉新材股权并定增募集配套资金，后者大股东为恒力石化	2026-05-15\|9.19\|-5.74\|9.15\|9.60\|8.80\|833350;2026-05-18\|8.93\|-2.83\|9.10\|9.24\|8.80\|495457;2026-05-19\|8.95\|0.22\|8.95\|9.01\|8.63\|455809;2026-05-20\|8.34\|-6.82\|8.90\|8.90\|8.27\|489574;2026-05-21\|8.06\|-3.36\|8.18\|8.46\|8.04\|399993;2026-05-22\|8.87\|10.05\|8.06\|8.87\|8.04\|426280;2026-05-25\|9.20\|3.72\|9.15\|9.50\|8.84\|797492;2026-05-26\|9.83\|6.85\|9.08\|10.11\|8.89\|853430;2026-05-27\|10.15\|3.26\|9.46\|10.37\|9.18\|884203;2026-05-28\|9.59\|-5.52\|9.78\|10.17\|9.45\|673323;2026-05-29\|9.64\|0.52\|9.30\|10.02\|9.28\|613641;2026-06-01\|9.72\|0.83\|9.48\|9.76\|8.92\|515786;2026-06-02\|9.29\|-4.42\|9.53\|9.53\|9.00\|423919;2026-06-03\|9.19\|-1.08\|9.29\|9.44\|8.99\|421866;2026-06-04\|8.97\|-2.39\|9.23\|9.28\|8.87\|347939;2026-06-05\|8.53\|-4.91\|9.00\|9.08\|8.43\|333525;2026-06-08\|8.23\|-3.52\|8.30\|8.68\|8.12\|264617;2026-06-09\|9.05\|9.96\|8.41\|9.05\|8.18\|250180;2026-06-10\|9.23\|1.99\|9.10\|9.66\|8.95\|568079;2026-06-11\|8.74\|-5.31\|9.05\|9.12\|8.63\|389170;2026-06-12\|8.62\|-1.37\|8.86\|9.00\|8.62\|260172;2026-06-15\|8.74\|1.39\|8.57\|8.98\|8.45\|273760;2026-06-16\|8.71\|-0.34\|8.74\|8.80\|8.42\|225179;2026-06-17\|8.74\|0.34\|8.72\|8.88\|8.45\|234392;2026-06-18\|8.92\|2.06\|8.74\|9.15\|8.54\|324048;2026-06-22\|8.99\|0.78\|8.90\|9.45\|8.67\|393676;2026-06-23\|9.89\|10.01\|8.99\|9.89\|8.91\|691671;2026-06-24\|9.41\|-4.85\|9.92\|9.92\|9.10\|633259;2026-06-25\|8.47\|-9.99\|9.29\|9.30\|8.47\|497169;2026-06-26\|8.52\|0.59\|8.22\|9.09\|8.22\|353759;2026-06-29\|7.88\|-7.51\|8.26\|8.41\|7.67\|358584;2026-06-30\|7.71\|-2.16\|7.72\|7.76\|7.40\|259851;2026-07-01\|8.06\|4.54\|7.82\|8.38\|7.76\|303223;2026-07-02\|7.75\|-3.85\|8.02\|8.20\|7.74\|213047;2026-07-03\|7.74\|-0.13\|7.73\|7.86\|7.51\|160519;2026-07-06\|7.76\|0.26\|7.74\|7.80\|7.51\|146301;2026-07-07\|7.47\|-3.74\|7.78\|7.95\|7.46\|165819;2026-07-08\|7.34\|-1.74\|7.49\|7.49\|7.26\|118995;2026-07-09\|7.54\|2.72\|7.33\|7.60\|7.26\|138601;2026-07-10\|7.79\|3.32\|7.53\|8.05\|7.41\|217472;2026-07-13\|7.29\|-6.42\|7.66\|7.69\|7.27\|165368;2026-07-14\|7.19\|-1.37\|7.21\|7.30\|7.03\|138336;2026-07-15\|7.14\|-0.70\|7.19\|7.39\|7.08\|125243;2026-07-16\|6.99\|-2.10\|7.13\|7.18\|6.94\|100324;2026-07-17\|6.91\|-1.14\|6.96\|7.19\|6.84\|189833;2026-07-20\|7.35\|6.37\|6.80\|7.38\|6.78\|293046;2026-07-21\|6.86\|-6.67\|7.22\|7.23\|6.62\|301062;2026-07-22\|7.05\|2.77\|6.73\|7.23\|6.69\|252447;2026-07-23\|7.24\|2.69\|6.93\|7.29\|6.87\|241123;2026-07-24\|6.82\|-5.80\|7.24\|7.28\|6.80\|196085;2026-07-27\|7.08\|3.81\|6.69\|7.09\|6.65\|149634;2026-07-28\|7.13\|0.71\|7.08\|7.18\|7.01\|117988;2026-07-29\|7.11\|-0.28\|7.07\|7.18\|6.94\|138036;2026-07-30\|6.91\|-2.81\|7.06\|7.23\|6.85\|129184;2026-07-31\|7.10\|2.75\|6.94\|7.20\|6.91\|156639;2026-08-03\|7.52\|5.92\|7.15\|7.60\|7.12\|243166;2026-08-04\|7.53\|0.13\|7.49\|7.61\|7.44\|172976;2026-08-05\|7.59\|0.80\|7.53\|7.64\|7.49\|145904;2026-08-06\|7.62\|0.40\|7.59\|7.62\|7.42\|129652;2026-08-07\|7.65\|0.39\|7.62\|7.65\|7.42\|117531;2026-08-10\|7.81\|2.09\|7.66\|7.81\|7.56\|126979;2026-08-11\|7.69\|-1.54\|7.81\|7.81\|7.66\|94438;2026-08-12\|7.88\|2.47\|7.70\|8.08\|7.67\|175221;2026-08-13\|7.80\|-1.02\|7.86\|7.91\|7.70\|135946;2026-08-14\|7.51\|-3.72\|7.84\|7.84\|7.41\|156871;2026-08-17\|7.40\|-1.46\|7.44\|7.51\|7.36\|96583;2026-08-18\|7.20\|-2.70\|7.37\|7.43\|7.18\|122890;2026-08-19\|6.90\|-4.17\|7.19\|7.31\|6.87\|114529;2026-08-20\|7.05\|2.17\|6.91\|7.38\|6.91\|160596;2026-08-21\|7.04\|-0.14\|6.90\|7.10\|6.90\|70503;2026-08-24\|6.90\|-1.99\|7.06\|7.07\|6.81\|75372;2026-08-25\|6.94\|0.58\|6.85\|6.98\|6.72\|75194;2026-08-26\|7.10\|2.31\|6.89\|7.13\|6.87\|114361;2026-08-27\|7.10\|0.00\|7.08\|7.12\|7.00\|69087;2026-08-28\|7.22\|1.69\|7.10\|7.29\|7.07\|94797;2026-08-31\|7.16\|-0.83\|7.19\|7.24\|7.02\|63523;2026-09-01\|7.24\|1.12\|7.17\|7.28\|7.16\|82440;2026-09-02\|7.31\|0.97\|7.21\|7.37\|7.17\|107773;2026-09-03\|7.28\|-0.41\|7.26\|7.40\|7.24\|97669;2026-09-04\|7.45\|2.34\|7.32\|7.61\|7.29\|158531;2026-09-07\|7.60\|2.01\|7.47\|7.60\|7.32\|99305;2026-09-08\|7.65\|0.66\|7.51\|7.76\|7.51\|102385;2026-09-09\|7.74\|1.18\|7.64\|7.78\|7.57\|138659;2026-09-10\|7.62\|-1.55\|7.72\|7.73\|7.52\|144745;2026-09-11\|7.62\|0.00\|7.56\|7.69\|7.36\|169226;2026-09-14\|7.87\|3.28\|7.63\|7.91\|7.57\|236531;2026-09-15\|7.69\|-2.29\|7.79\|7.90\|7.55\|193939;2026-09-16\|7.64\|-0.65\|7.70\|7.88\|7.59\|134524;2026-09-17\|7.65\|0.13\|7.63\|7.76\|7.37\|175084;2026-09-18\|8.42\|10.07\|7.64\|8.42\|7.64\|411173
111612	研究称数据中心将面临55GW的电力缺口	电网设备+储能+机器人行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年3月21日年报，2025年新签储能项目11.6GWh、出货6.9GWh，宜春基地Aqua C3.0系统下线，北美、欧洲、亚太、中东非市场同步拓展。 2、据2026年3月21日年报，公司智能电网业务以高精度计量为核心，产品覆盖智能电表、配电终端及台区治理方案，中标国家电网项目。 3、据公司官网，复合机器人已用于自动化搬运、分拣及生产线。	国网和南网智能电表核心供应商	2026-05-15\|6.84\|1.48\|6.74\|6.95\|6.51\|477928;2026-05-18\|7.52\|9.94\|6.78\|7.52\|6.67\|657122;2026-05-19\|7.49\|-0.40\|7.58\|7.60\|7.35\|837449;2026-05-20\|7.40\|-1.20\|7.49\|7.49\|7.22\|497082;2026-05-21\|6.93\|-6.35\|7.43\|7.45\|6.91\|491724;2026-05-22\|7.62\|9.96\|6.96\|7.62\|6.90\|860975;2026-05-25\|7.83\|2.76\|7.91\|7.99\|7.67\|1123409;2026-05-26\|8.25\|5.36\|7.83\|8.40\|7.67\|1235319;2026-05-27\|8.10\|-1.82\|8.10\|8.40\|8.02\|945548;2026-05-28\|8.52\|5.19\|8.07\|8.78\|8.03\|1040449;2026-05-29\|8.28\|-2.82\|8.41\|8.51\|8.20\|698168;2026-06-01\|7.88\|-4.83\|8.28\|8.34\|7.86\|613936;2026-06-02\|7.41\|-5.96\|7.84\|7.84\|7.17\|739834;2026-06-03\|7.19\|-2.97\|7.42\|7.57\|7.10\|599682;2026-06-04\|7.03\|-2.23\|7.09\|7.15\|6.98\|386766;2026-06-05\|6.94\|-1.28\|7.03\|7.20\|6.72\|463190;2026-06-08\|6.49\|-6.48\|6.73\|6.84\|6.38\|509303;2026-06-09\|6.59\|1.54\|6.59\|6.62\|6.40\|272044;2026-06-10\|6.23\|-5.46\|6.57\|6.57\|6.13\|387612;2026-06-11\|5.93\|-4.82\|6.18\|6.22\|5.90\|393918;2026-06-12\|6.07\|2.36\|6.09\|6.20\|5.95\|357190;2026-06-15\|6.11\|0.66\|6.10\|6.23\|6.04\|310487;2026-06-16\|6.14\|0.49\|6.10\|6.19\|5.94\|309721;2026-06-17\|5.97\|-2.77\|6.14\|6.15\|5.92\|293964;2026-06-18\|5.88\|-1.51\|5.93\|5.96\|5.83\|242209;2026-06-22\|5.78\|-1.70\|5.85\|5.92\|5.51\|613025;2026-06-23\|5.71\|-1.21\|5.79\|5.86\|5.66\|370258;2026-06-24\|5.57\|-2.45\|5.66\|5.71\|5.50\|285581;2026-06-25\|5.47\|-1.80\|5.57\|5.59\|5.38\|324706;2026-06-26\|5.28\|-3.47\|5.47\|5.55\|5.28\|310955;2026-06-29\|5.32\|0.76\|5.33\|5.58\|5.27\|377710;2026-06-30\|5.45\|2.44\|5.33\|5.47\|5.27\|282698;2026-07-01\|5.31\|-2.57\|5.45\|5.46\|5.22\|366450;2026-07-02\|5.24\|-1.32\|5.28\|5.41\|5.22\|341254;2026-07-03\|5.32\|1.53\|5.25\|5.38\|5.24\|295746;2026-07-06\|5.25\|-1.32\|5.32\|5.60\|5.23\|408501;2026-07-07\|4.98\|-5.14\|5.26\|5.27\|4.97\|354414;2026-07-08\|4.87\|-2.21\|4.98\|5.00\|4.86\|271174;2026-07-09\|4.85\|-0.41\|4.85\|4.90\|4.67\|347222;2026-07-10\|5.34\|10.10\|5.34\|5.34\|5.34\|199094;2026-07-13\|5.09\|-4.68\|5.43\|5.48\|5.06\|730197;2026-07-14\|5.08\|-0.20\|5.09\|5.11\|4.93\|373417;2026-07-15\|4.92\|-3.15\|5.00\|5.14\|4.89\|368881;2026-07-16\|4.87\|-1.02\|4.90\|4.99\|4.81\|289799;2026-07-17\|4.64\|-4.72\|4.85\|4.90\|4.63\|354709;2026-07-20\|4.60\|-0.86\|4.64\|4.80\|4.48\|400160;2026-07-21\|4.68\|1.74\|4.57\|4.70\|4.44\|392101;2026-07-22\|4.63\|-1.07\|4.66\|4.75\|4.62\|280708;2026-07-23\|4.87\|5.18\|4.63\|4.89\|4.61\|372096;2026-07-24\|4.69\|-3.70\|4.87\|4.89\|4.69\|275367;2026-07-27\|4.82\|2.77\|4.66\|4.83\|4.65\|243668;2026-07-28\|4.79\|-0.62\|4.80\|4.87\|4.75\|209110;2026-07-29\|4.94\|3.13\|4.76\|4.99\|4.73\|334765;2026-07-30\|4.96\|0.40\|4.92\|5.05\|4.88\|309538;2026-07-31\|5.04\|1.61\|5.00\|5.11\|4.96\|304385;2026-08-03\|5.26\|4.37\|5.07\|5.27\|5.05\|329058;2026-08-04\|5.33\|1.33\|5.29\|5.37\|5.25\|289554;2026-08-05\|5.31\|-0.38\|5.33\|5.34\|5.26\|261455;2026-08-06\|5.20\|-2.07\|5.27\|5.31\|5.15\|234310;2026-08-07\|5.15\|-0.96\|5.21\|5.23\|5.08\|227276;2026-08-10\|5.19\|0.78\|5.16\|5.21\|5.12\|204186;2026-08-11\|5.17\|-0.39\|5.17\|5.22\|5.08\|170999;2026-08-12\|5.22\|0.97\|5.14\|5.23\|5.13\|137397;2026-08-13\|5.14\|-1.53\|5.23\|5.24\|5.13\|192518;2026-08-14\|5.01\|-2.53\|5.15\|5.16\|4.97\|235895;2026-08-17\|5.11\|2.00\|5.02\|5.14\|4.96\|202893;2026-08-18\|5.06\|-0.98\|5.12\|5.15\|5.01\|171450;2026-08-19\|4.88\|-3.56\|5.00\|5.05\|4.86\|247765;2026-08-20\|4.89\|0.20\|4.89\|4.94\|4.86\|165227;2026-08-21\|4.94\|1.02\|4.87\|4.97\|4.84\|173615;2026-08-24\|4.98\|0.81\|4.94\|5.03\|4.90\|185343;2026-08-25\|5.04\|1.20\|4.96\|5.08\|4.94\|248006;2026-08-26\|5.03\|-0.20\|5.04\|5.11\|5.01\|164608;2026-08-27\|4.91\|-2.39\|4.96\|5.00\|4.78\|433476;2026-08-28\|4.96\|1.02\|4.85\|5.00\|4.81\|276046;2026-08-31\|5.04\|1.61\|5.01\|5.08\|4.93\|282903;2026-09-01\|5.12\|1.59\|5.06\|5.16\|5.02\|246636;2026-09-02\|5.00\|-2.34\|5.09\|5.09\|4.94\|198123;2026-09-03\|4.97\|-0.60\|5.01\|5.07\|4.94\|162900;2026-09-04\|4.92\|-1.01\|4.97\|5.05\|4.88\|214874;2026-09-07\|4.94\|0.41\|4.88\|4.98\|4.86\|158868;2026-09-08\|4.97\|0.61\|4.91\|5.00\|4.90\|161172;2026-09-09\|5.26\|5.83\|4.97\|5.47\|4.95\|939212;2026-09-10\|5.10\|-3.04\|5.24\|5.27\|5.06\|589018;2026-09-11\|5.02\|-1.57\|5.02\|5.12\|4.91\|408310;2026-09-14\|4.90\|-2.39\|5.05\|5.11\|4.89\|349653;2026-09-15\|4.81\|-1.84\|4.89\|4.97\|4.79\|303622;2026-09-16\|4.86\|1.04\|4.79\|4.89\|4.75\|233577;2026-09-17\|4.77\|-1.85\|4.82\|4.86\|4.72\|250710;2026-09-18\|4.80\|0.63\|4.78\|4.85\|4.77\|162549
111611	研究称数据中心将面临55GW的电力缺口	特高压中标+瓷绝缘子龙头+沙特基地行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%， 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年5月7日公告，公司全资子公司大瓷材料预中标国家电网2026年输变电项目瓷绝缘子、复合绝缘子及支柱绝缘子，合计金额约8,950万元。 2、据2026年4月23日年报，公司2025年国内特高压市场占有率稳居行业前列，并提前完成阿坝—成都东等4条在建特高压线路产品交付。 3、据2026年5月7日互动易，公司已成为沙特核心瓷绝缘子供应商，正推进沙特本地化生产基地建设，辐射中东及欧洲市场。	公司先后为我国的第一条1000kV特高压交流输电工程、世界首条±800kV特高压直流输电工程等供应高质量绝缘子；一季度净利增长近两倍，行业需求扩张订单增加	2026-05-15\|15.94\|-2.51\|16.33\|16.65\|15.80\|440951;2026-05-18\|15.67\|-1.69\|15.82\|16.15\|15.54\|331959;2026-05-19\|15.70\|0.19\|15.71\|15.81\|15.34\|360661;2026-05-20\|15.61\|-0.57\|15.80\|15.87\|15.21\|285137;2026-05-21\|14.95\|-4.23\|15.71\|16.16\|14.80\|417947;2026-05-22\|16.45\|10.03\|15.17\|16.45\|15.00\|401748;2026-05-25\|16.78\|2.01\|16.70\|17.19\|16.40\|638015;2026-05-26\|16.22\|-3.34\|16.50\|16.58\|15.70\|428677;2026-05-27\|16.80\|3.58\|16.07\|16.95\|15.92\|565777;2026-05-28\|16.36\|-2.62\|16.34\|16.64\|15.83\|492098;2026-05-29\|16.44\|0.74\|16.10\|16.88\|15.72\|665118;2026-06-01\|17.62\|7.18\|16.16\|17.62\|16.00\|818360;2026-06-02\|16.61\|-5.73\|16.90\|17.00\|16.10\|575112;2026-06-03\|14.95\|-9.99\|16.22\|16.24\|14.95\|698751;2026-06-04\|13.98\|-6.49\|14.65\|14.86\|13.89\|560375;2026-06-05\|13.88\|-0.72\|14.24\|14.38\|13.54\|348770;2026-06-08\|13.14\|-5.33\|13.30\|13.71\|12.88\|309425;2026-06-09\|13.77\|4.79\|13.60\|14.06\|13.20\|355688;2026-06-10\|13.76\|-0.07\|13.70\|13.88\|13.46\|233847;2026-06-11\|13.24\|-3.78\|13.63\|13.63\|13.07\|209007;2026-06-12\|13.06\|-1.36\|13.50\|13.58\|13.00\|228859;2026-06-15\|13.78\|5.51\|13.25\|13.86\|13.24\|257686;2026-06-16\|14.14\|2.61\|13.79\|14.29\|13.65\|298867;2026-06-17\|13.92\|-1.56\|14.02\|14.25\|13.78\|249802;2026-06-18\|13.98\|0.43\|13.86\|14.15\|13.72\|242478;2026-06-22\|14.49\|3.65\|13.92\|14.49\|13.53\|377903;2026-06-23\|14.14\|-2.42\|14.40\|14.44\|14.03\|257486;2026-06-24\|14.25\|0.78\|14.01\|14.33\|13.79\|221138;2026-06-25\|14.00\|-1.75\|14.32\|14.55\|13.90\|262334;2026-06-26\|13.67\|-2.36\|14.10\|14.30\|13.47\|229206;2026-06-29\|13.38\|-2.12\|13.56\|13.70\|13.01\|222685;2026-06-30\|13.41\|0.22\|13.38\|13.56\|13.14\|177418;2026-07-01\|13.04\|-2.76\|13.45\|13.45\|12.77\|284491;2026-07-02\|13.48\|3.37\|12.93\|13.91\|12.78\|323232;2026-07-03\|13.48\|0.00\|13.37\|13.69\|13.25\|199901;2026-07-06\|13.27\|-1.56\|13.48\|13.89\|13.22\|215258;2026-07-07\|12.86\|-3.09\|13.15\|13.42\|12.76\|164257;2026-07-08\|12.39\|-3.65\|12.76\|12.86\|12.38\|162141;2026-07-09\|12.45\|0.48\|12.40\|12.48\|11.80\|188067;2026-07-10\|13.70\|10.04\|13.70\|13.70\|13.67\|129196;2026-07-13\|13.31\|-2.85\|13.46\|13.98\|13.16\|438476;2026-07-14\|13.70\|2.93\|13.37\|13.72\|12.78\|351021;2026-07-15\|13.32\|-2.77\|13.71\|13.72\|13.26\|245798;2026-07-16\|13.10\|-1.65\|13.23\|13.57\|12.98\|235301;2026-07-17\|12.59\|-3.89\|12.98\|13.24\|12.56\|224964;2026-07-20\|12.84\|1.99\|12.68\|13.26\|12.58\|301911;2026-07-21\|13.15\|2.41\|12.80\|13.20\|11.98\|346476;2026-07-22\|12.37\|-5.93\|13.05\|13.10\|12.34\|285513;2026-07-23\|13.61\|10.02\|12.34\|13.61\|12.31\|387420;2026-07-24\|13.45\|-1.18\|13.61\|13.90\|13.06\|433080;2026-07-27\|14.13\|5.06\|13.32\|14.38\|13.20\|523851;2026-07-28\|13.81\|-2.26\|13.84\|13.88\|13.53\|346242;2026-07-29\|14.66\|6.16\|13.80\|14.80\|13.60\|525179;2026-07-30\|14.74\|0.55\|14.48\|15.05\|14.15\|527469;2026-07-31\|14.91\|1.15\|14.39\|15.10\|14.36\|406177;2026-08-03\|14.50\|-2.75\|15.02\|15.65\|14.35\|530369;2026-08-04\|14.97\|3.24\|14.76\|14.99\|14.24\|461878;2026-08-05\|14.69\|-1.87\|14.65\|14.80\|14.50\|401803;2026-08-06\|14.46\|-1.57\|14.63\|14.74\|14.38\|307455;2026-08-07\|14.41\|-0.35\|14.38\|14.54\|14.12\|269423;2026-08-10\|14.84\|2.98\|14.49\|14.87\|14.46\|329869;2026-08-11\|14.61\|-1.55\|14.70\|14.90\|14.52\|237636;2026-08-12\|14.71\|0.68\|14.58\|14.88\|14.48\|199840;2026-08-13\|14.35\|-2.45\|14.87\|14.88\|14.35\|235341;2026-08-14\|14.31\|-0.28\|14.37\|14.62\|14.13\|169069;2026-08-17\|14.76\|3.14\|14.32\|14.79\|14.13\|242512;2026-08-18\|14.58\|-1.22\|14.75\|14.93\|14.35\|189967;2026-08-19\|13.60\|-6.72\|14.39\|14.39\|13.57\|274451;2026-08-20\|13.39\|-1.54\|13.72\|13.93\|13.28\|178214;2026-08-21\|13.65\|1.94\|13.24\|13.68\|13.15\|147005;2026-08-24\|13.26\|-2.86\|13.65\|13.71\|12.98\|163420;2026-08-25\|13.18\|-0.60\|13.13\|13.21\|12.77\|150632;2026-08-26\|12.92\|-1.97\|13.17\|13.35\|12.89\|183712;2026-08-27\|13.08\|1.24\|12.94\|13.17\|12.77\|197100;2026-08-28\|13.02\|-0.46\|12.96\|13.11\|12.93\|119267;2026-08-31\|13.20\|1.38\|12.92\|13.25\|12.82\|187790;2026-09-01\|13.12\|-0.61\|13.15\|13.35\|13.08\|139606;2026-09-02\|12.84\|-2.13\|13.00\|13.09\|12.76\|157206;2026-09-03\|12.98\|1.09\|12.91\|13.10\|12.84\|117039;2026-09-04\|13.14\|1.23\|13.07\|13.50\|13.04\|249985;2026-09-07\|12.99\|-1.14\|13.32\|13.35\|12.90\|163568;2026-09-08\|12.86\|-1.00\|12.98\|13.04\|12.78\|145964;2026-09-09\|12.93\|0.54\|12.90\|12.97\|12.71\|140483;2026-09-10\|12.68\|-1.93\|12.83\|12.85\|12.62\|109302;2026-09-11\|12.44\|-1.89\|12.56\|12.62\|12.32\|116399;2026-09-14\|12.48\|0.32\|12.34\|12.66\|12.32\|81734;2026-09-15\|12.38\|-0.48\|12.46\|12.55\|12.36\|74596;2026-09-16\|12.57\|1.53\|12.40\|12.61\|12.27\|112380;2026-09-17\|12.41\|-1.27\|12.50\|12.57\|12.35\|86131;2026-09-18\|12.68\|2.18\|12.48\|12.71\|12.46\|122144
111610	英伟达VR200NVL72服务器将使用约60万个MLCC	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	公司能够供应AIDC用LIC，技术与产能具备高稀缺性，已成为英伟达链上台达的供货商	2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.97\|-1.06\|60.01\|61.61\|58.50\|347194;2026-09-10\|58.01\|-1.63\|58.16\|59.60\|57.52\|247751;2026-09-11\|58.02\|0.02\|57.15\|58.87\|55.05\|363519;2026-09-14\|58.13\|0.19\|56.11\|58.70\|55.16\|306380;2026-09-15\|58.89\|1.31\|57.94\|61.20\|57.68\|356252;2026-09-16\|60.28\|2.36\|58.78\|60.84\|57.91\|368263;2026-09-17\|60.06\|-0.36\|60.15\|61.90\|59.65\|367006;2026-09-18\|61.48\|2.36\|61.31\|61.85\|59.41\|395869
111609	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.70\|-0.26\|50.50\|51.50\|49.36\|711749;2026-09-10\|50.90\|2.41\|49.00\|51.45\|48.58\|908824;2026-09-11\|55.99\|10.00\|51.50\|55.99\|51.09\|1860783;2026-09-14\|58.90\|5.20\|55.99\|60.50\|55.69\|2196933;2026-09-15\|57.51\|-2.36\|58.92\|60.00\|57.31\|1555281;2026-09-16\|58.58\|1.86\|57.54\|59.50\|57.20\|1406072;2026-09-17\|56.65\|-3.29\|57.66\|59.48\|56.60\|1273950;2026-09-18\|58.20\|2.74\|57.98\|58.84\|55.48\|1304150
111608	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC+光通信+液冷散热+商业航天行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927;2026-07-13\|55.10\|-10.00\|60.01\|60.60\|55.10\|144443;2026-07-14\|56.81\|3.10\|54.82\|57.06\|53.30\|119691;2026-07-15\|53.50\|-5.83\|56.75\|57.45\|53.40\|96026;2026-07-16\|50.90\|-4.86\|53.31\|53.79\|50.69\|91082;2026-07-17\|47.01\|-7.64\|50.82\|51.30\|46.97\|116409;2026-07-20\|43.49\|-7.49\|48.86\|48.86\|42.40\|129081;2026-07-21\|47.03\|8.14\|44.23\|47.11\|41.40\|145472;2026-07-22\|45.58\|-3.08\|46.38\|47.59\|45.32\|108060;2026-07-23\|46.48\|1.97\|45.63\|48.58\|45.63\|112281;2026-07-24\|45.00\|-3.18\|45.46\|46.59\|44.84\|65658;2026-07-27\|46.64\|3.64\|45.10\|46.65\|44.73\|71104;2026-07-28\|45.06\|-3.39\|45.80\|46.46\|44.87\|63790;2026-07-29\|47.31\|4.99\|44.80\|47.70\|44.80\|111858;2026-07-30\|50.47\|6.68\|47.29\|51.98\|45.95\|183999;2026-07-31\|49.43\|-2.06\|52.88\|52.88\|49.43\|194432;2026-08-03\|49.54\|0.22\|48.36\|50.44\|47.70\|110167;2026-08-04\|50.75\|2.44\|49.99\|51.17\|48.50\|110680;2026-08-05\|52.19\|2.84\|49.93\|53.63\|49.87\|143411;2026-08-06\|51.40\|-1.51\|51.00\|52.33\|50.68\|126686;2026-08-07\|51.90\|0.97\|51.05\|52.50\|49.84\|116229;2026-08-10\|51.92\|0.04\|52.26\|52.26\|50.52\|95575;2026-08-11\|52.83\|1.75\|51.30\|54.31\|51.25\|146292;2026-08-12\|52.90\|0.13\|52.10\|53.30\|51.70\|100973;2026-08-13\|52.76\|-0.26\|53.01\|54.51\|52.61\|129824;2026-08-14\|52.29\|-0.89\|52.76\|52.97\|51.55\|87262;2026-08-17\|53.04\|1.43\|52.29\|53.15\|51.88\|84565;2026-08-18\|52.30\|-1.40\|52.89\|53.20\|51.74\|74756;2026-08-19\|48.88\|-6.54\|51.50\|51.55\|48.70\|96774;2026-08-20\|48.61\|-0.55\|49.50\|49.61\|48.22\|54698;2026-08-21\|49.19\|1.19\|47.90\|49.44\|47.55\|51402;2026-08-24\|46.80\|-4.86\|49.19\|49.30\|46.16\|77374;2026-08-25\|47.34\|1.15\|46.19\|47.75\|45.20\|57630;2026-08-26\|46.94\|-0.84\|47.69\|47.69\|46.62\|38907;2026-08-27\|48.77\|3.90\|46.82\|48.85\|46.82\|59119;2026-08-28\|48.34\|-0.88\|48.90\|49.69\|48.30\|59202;2026-08-31\|49.49\|2.38\|47.40\|49.68\|47.05\|60175;2026-09-01\|48.96\|-1.07\|49.49\|49.60\|48.51\|45033;2026-09-02\|48.41\|-1.12\|48.50\|48.85\|47.96\|37764;2026-09-03\|48.78\|0.76\|48.80\|49.14\|48.22\|43511;2026-09-04\|47.50\|-2.62\|49.09\|49.44\|47.17\|57158;2026-09-07\|48.01\|1.07\|47.64\|48.30\|47.45\|41105;2026-09-08\|47.80\|-0.44\|48.00\|49.35\|47.43\|55810;2026-09-09\|47.84\|0.08\|47.86\|48.75\|47.45\|53044;2026-09-10\|47.67\|-0.36\|47.30\|48.27\|46.82\|43302;2026-09-11\|50.20\|5.31\|47.29\|50.22\|46.92\|127263;2026-09-14\|50.38\|0.36\|49.32\|51.20\|49.08\|129489;2026-09-15\|50.29\|-0.18\|50.19\|51.37\|50.07\|98596;2026-09-16\|51.59\|2.58\|50.34\|52.13\|50.34\|120770;2026-09-17\|50.24\|-2.62\|51.03\|52.00\|49.93\|96484;2026-09-18\|50.90\|1.31\|51.24\|51.32\|50.20\|78932
111607	英伟达VR200NVL72服务器将使用约60万个MLCC	超级电容炭+AI算力上游+新能源碳材料 1、据2026年4月29日互动易，公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求。 2、据2026年4月27日业绩说明会，公司2025年新能源碳材料业务占营业总收入约5%；据2026年4月28日互动易，公司新能源碳材料业务预计2026年将保持较快增长速度，且“年产2,000吨多孔碳建设项目”正在有序推进中。 3、据2026年4月16日年度报告，公司是国内木质活性炭行业领军企业，主营业务包括活性炭、硅酸钠、硅胶、白炭黑四大业务板块，2025年实现营业收入1,904,279,005.37元。	公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求	2026-05-15\|17.89\|-0.06\|18.01\|18.42\|17.72\|134589;2026-05-18\|17.90\|0.06\|17.76\|18.02\|17.52\|77525;2026-05-19\|17.76\|-0.78\|18.00\|18.24\|17.51\|90001;2026-05-20\|20.32\|14.41\|17.70\|21.20\|17.60\|642912;2026-05-21\|19.10\|-6.00\|20.13\|20.38\|19.02\|395263;2026-05-22\|22.92\|20.00\|19.67\|22.92\|19.51\|614519;2026-05-25\|22.45\|-2.05\|25.08\|25.87\|22.00\|625321;2026-05-26\|21.66\|-3.52\|22.37\|22.48\|20.32\|484730;2026-05-27\|23.60\|8.96\|21.67\|24.03\|21.67\|570403;2026-05-28\|26.38\|11.78\|24.39\|27.68\|24.24\|664583;2026-05-29\|27.05\|2.54\|27.40\|28.92\|25.41\|849306;2026-06-01\|27.39\|1.26\|27.09\|29.50\|27.09\|684201;2026-06-02\|26.92\|-1.72\|26.50\|28.40\|25.68\|633652;2026-06-03\|26.48\|-1.63\|26.10\|27.79\|25.13\|612200;2026-06-04\|28.26\|6.72\|26.49\|28.49\|25.90\|742046;2026-06-05\|25.93\|-8.24\|26.84\|27.49\|25.51\|637510;2026-06-08\|23.37\|-9.87\|24.08\|24.96\|23.07\|533685;2026-06-09\|24.51\|4.88\|23.90\|25.28\|22.85\|438265;2026-06-10\|25.25\|3.02\|24.52\|27.58\|24.52\|529192;2026-06-11\|24.90\|-1.39\|24.82\|26.15\|24.14\|399671;2026-06-12\|23.28\|-6.51\|25.36\|25.76\|23.00\|493327;2026-06-15\|25.88\|11.17\|23.71\|26.08\|23.60\|464981;2026-06-16\|26.27\|1.51\|25.63\|26.73\|25.50\|447902;2026-06-17\|27.97\|6.47\|25.81\|28.75\|25.68\|594542;2026-06-18\|28.66\|2.47\|27.88\|30.20\|27.50\|563814;2026-06-22\|29.05\|1.36\|29.10\|30.16\|27.93\|513792;2026-06-23\|29.08\|0.10\|28.30\|30.24\|28.00\|424437;2026-06-24\|31.85\|9.53\|28.66\|32.13\|27.70\|512124;2026-06-25\|33.28\|4.49\|33.51\|35.72\|33.03\|559503;2026-06-26\|30.71\|-7.72\|32.99\|33.10\|30.71\|380639;2026-06-29\|28.99\|-5.60\|31.95\|32.77\|28.01\|494175;2026-06-30\|29.22\|0.79\|29.21\|29.28\|27.85\|410123;2026-07-01\|31.51\|7.84\|29.47\|32.10\|27.93\|578798;2026-07-02\|32.10\|1.87\|29.39\|33.90\|28.75\|556531;2026-07-03\|29.86\|-6.98\|31.60\|32.18\|29.26\|378269;2026-07-06\|28.27\|-5.32\|30.11\|30.50\|27.80\|294515;2026-07-07\|26.26\|-7.11\|28.11\|28.50\|26.00\|309083;2026-07-08\|24.59\|-6.36\|26.45\|26.45\|24.50\|280853;2026-07-09\|24.88\|1.59\|24.90\|26.19\|23.24\|322749;2026-07-10\|23.24\|-6.59\|25.02\|25.77\|23.24\|304857;2026-07-13\|21.05\|-9.42\|22.84\|23.14\|20.95\|266850;2026-07-14\|22.09\|4.94\|21.02\|22.29\|20.69\|214261;2026-07-15\|21.26\|-3.76\|21.90\|22.22\|20.83\|168921;2026-07-16\|20.49\|-3.62\|21.06\|21.84\|20.22\|185277;2026-07-17\|18.97\|-7.42\|20.52\|20.78\|18.51\|290669;2026-07-20\|17.64\|-7.01\|19.35\|19.45\|17.25\|286774;2026-07-21\|18.63\|5.61\|17.96\|18.73\|16.41\|281664;2026-07-22\|18.00\|-3.38\|18.31\|19.11\|17.78\|191426;2026-07-23\|18.15\|0.83\|18.00\|18.88\|17.90\|144009;2026-07-24\|18.06\|-0.50\|17.85\|18.95\|17.71\|191289;2026-07-27\|18.48\|2.33\|18.07\|18.49\|17.33\|194087;2026-07-28\|17.83\|-3.52\|18.19\|18.40\|17.66\|151916;2026-07-29\|17.76\|-0.39\|17.70\|17.99\|17.14\|182990;2026-07-30\|17.03\|-4.11\|17.65\|17.96\|16.77\|187211;2026-07-31\|17.05\|0.12\|18.27\|18.30\|17.01\|215082;2026-08-03\|17.04\|-0.06\|17.00\|17.16\|16.71\|134972;2026-08-04\|18.15\|6.51\|17.19\|18.59\|17.10\|229530;2026-08-05\|18.99\|4.63\|18.20\|19.24\|18.03\|209666;2026-08-06\|19.15\|0.84\|18.92\|19.36\|18.57\|158264;2026-08-07\|19.28\|0.68\|19.00\|19.39\|18.57\|186793;2026-08-10\|19.60\|1.66\|19.29\|19.60\|18.71\|205906;2026-08-11\|19.85\|1.28\|19.30\|20.35\|19.22\|276387;2026-08-12\|20.12\|1.36\|19.72\|20.46\|19.45\|219369;2026-08-13\|20.18\|0.30\|20.20\|21.38\|20.15\|298745;2026-08-14\|20.73\|2.73\|20.30\|20.99\|19.93\|166602;2026-08-17\|21.15\|2.03\|20.84\|21.40\|20.21\|195982;2026-08-18\|20.66\|-2.32\|20.87\|21.26\|20.36\|163916;2026-08-19\|19.22\|-6.97\|20.19\|20.40\|19.13\|178669;2026-08-20\|19.34\|0.62\|19.56\|19.66\|19.09\|109490;2026-08-21\|19.83\|2.53\|19.23\|20.05\|18.75\|123363;2026-08-24\|19.02\|-4.08\|19.78\|19.84\|18.61\|125244;2026-08-25\|18.75\|-1.42\|18.81\|18.97\|18.15\|111033;2026-08-26\|18.90\|0.80\|18.90\|19.14\|18.57\|80081;2026-08-27\|19.63\|3.86\|19.00\|19.70\|18.78\|114502;2026-08-28\|19.40\|-1.17\|19.51\|20.01\|19.35\|130345;2026-08-31\|18.98\|-2.16\|18.60\|19.05\|18.38\|137006;2026-09-01\|18.44\|-2.85\|19.50\|19.83\|18.16\|159536;2026-09-02\|17.95\|-2.66\|18.26\|18.37\|17.72\|117425;2026-09-03\|17.95\|0.00\|17.95\|18.22\|17.75\|96128;2026-09-04\|18.15\|1.11\|18.64\|19.46\|18.04\|263662;2026-09-07\|18.83\|3.75\|18.39\|18.85\|18.09\|149518;2026-09-08\|18.22\|-3.24\|18.98\|19.18\|18.20\|150975;2026-09-09\|18.47\|1.37\|18.22\|18.64\|18.02\|134594;2026-09-10\|18.35\|-0.65\|18.28\|18.66\|18.09\|97303;2026-09-11\|18.02\|-1.80\|18.12\|18.42\|17.32\|171997;2026-09-14\|18.34\|1.78\|17.89\|18.50\|17.53\|117294;2026-09-15\|18.44\|0.55\|18.24\|18.76\|18.22\|104430;2026-09-16\|18.90\|2.49\|18.40\|19.10\|18.32\|118054;2026-09-17\|18.43\|-2.49\|18.82\|19.03\|18.36\|112434;2026-09-18\|18.79\|1.95\|18.69\|19.01\|18.60\|118798
111606	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|291423;2026-09-10\|9.05\|0.78\|8.90\|9.19\|8.82\|348759;2026-09-11\|9.96\|10.06\|8.93\|9.96\|8.92\|1052735;2026-09-14\|10.96\|10.04\|10.72\|10.96\|10.66\|1014909;2026-09-15\|12.06\|10.04\|11.32\|12.06\|11.14\|1972857;2026-09-16\|12.17\|0.91\|12.06\|12.65\|12.01\|3047690;2026-09-17\|11.69\|-3.94\|11.74\|12.04\|11.64\|1756176;2026-09-18\|11.55\|-1.20\|11.58\|12.00\|11.45\|1341486

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason