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
24186	人民币结算首现霍尔木兹海峡	跨境支付+数字货币+百货零售+北京国资行业原因：商务部4月2日转载劳氏日报近日消息，选择性通行系统下，多国获免通行费，人民币结算首现霍尔木兹海峡。公司原因： 1、据2025年11月21日互动易，控股子公司海科融通已与央行数字货币研究所指定运营银行完成系统对接，在多场景支持数字人民币收单，并与微信支付“跨境二维码统一网关”对接，成为行业首批机构。 2、据2026年3月28日年报，公司2025年第三方支付交易额9,772亿元，数字支付业务交易额同比增141%，并与超50家银行及收钱吧等头部机构合作，推进外卡收单、微信海外钱包上线。 3、据2026年3月28日年报，公司主营百货零售，北京核心商圈自有物业19.4万㎡、占比48.22%，正推进当代商城城市更新项目，2026年计划固投2.37亿元。 4、据2026年2月10日公告，公司最终控制人为北京市海淀区国资委，控股股东北京翠微集团提供4.35亿元低息借款支持城市更新。	子公司海科融通已与央行数字货币研究所指定运营银行系统对接，在多商业场景中支持数字人民币支付收款，为商户提供数字人民币收单服务	2026-03-17\|13.28\|-1.85\|13.10\|13.39\|13.00\|349895;2026-03-18\|12.88\|-3.01\|13.04\|13.09\|12.69\|291783;2026-03-19\|12.30\|-4.50\|12.64\|12.76\|12.18\|310391;2026-03-20\|11.38\|-7.48\|12.23\|12.35\|11.32\|300070;2026-03-23\|10.89\|-4.31\|10.90\|11.38\|10.76\|232027;2026-03-24\|11.08\|1.74\|11.05\|11.14\|10.71\|198759;2026-03-25\|11.26\|1.62\|11.00\|11.30\|10.98\|186255;2026-03-26\|10.90\|-3.20\|11.18\|11.25\|10.86\|164054;2026-03-27\|11.17\|2.48\|10.71\|11.27\|10.60\|172154;2026-03-30\|11.14\|-0.27\|11.00\|11.14\|10.83\|113485;2026-03-31\|10.93\|-1.89\|11.16\|11.27\|10.92\|122472;2026-04-01\|11.14\|1.92\|11.12\|11.19\|11.01\|122030;2026-04-02\|10.87\|-2.42\|11.14\|11.14\|10.82\|109797;2026-04-03\|11.96\|10.03\|11.96\|11.96\|11.75\|584635;2026-04-07\|13.16\|10.03\|12.30\|13.16\|12.30\|499778;2026-04-08\|13.33\|1.29\|12.81\|13.90\|12.62\|1183484;2026-04-09\|12.84\|-3.68\|13.27\|13.47\|12.64\|753749;2026-04-10\|13.59\|5.84\|12.65\|14.11\|12.27\|1127717;2026-04-13\|13.12\|-3.46\|13.00\|13.39\|12.80\|711004;2026-04-14\|12.99\|-0.99\|13.00\|13.34\|12.76\|496957;2026-04-15\|12.60\|-3.00\|12.99\|12.99\|12.53\|401178;2026-04-16\|12.78\|1.43\|12.70\|12.86\|12.53\|336099;2026-04-17\|12.41\|-2.90\|12.60\|12.69\|12.30\|377861;2026-04-20\|12.52\|0.89\|12.41\|12.56\|12.30\|267741;2026-04-21\|11.90\|-4.95\|12.40\|12.47\|11.77\|388609;2026-04-22\|11.80\|-0.84\|11.90\|11.92\|11.62\|247212;2026-04-23\|11.56\|-2.03\|11.77\|11.80\|11.52\|209224;2026-04-24\|11.49\|-0.61\|11.46\|11.58\|11.34\|151111;2026-04-27\|11.69\|1.74\|11.85\|11.90\|11.51\|277604;2026-04-28\|11.42\|-2.31\|11.45\|11.59\|11.37\|177347;2026-04-29\|11.52\|0.88\|11.33\|11.55\|11.30\|155525;2026-04-30\|11.60\|0.69\|11.49\|11.86\|11.37\|244089;2026-05-06\|11.93\|2.84\|11.66\|12.06\|11.58\|331733;2026-05-07\|11.93\|0.00\|11.78\|11.97\|11.73\|278187;2026-05-08\|11.85\|-0.67\|11.77\|11.95\|11.76\|160791;2026-05-11\|11.92\|0.59\|11.85\|12.03\|11.80\|211453;2026-05-12\|11.69\|-1.93\|11.85\|11.99\|11.63\|209283;2026-05-13\|11.72\|0.26\|11.54\|11.74\|11.44\|161931;2026-05-14\|11.50\|-1.88\|11.86\|11.90\|11.50\|204067;2026-05-15\|11.24\|-2.26\|11.50\|11.60\|11.19\|174734;2026-05-18\|11.26\|0.18\|11.16\|11.35\|11.14\|103419;2026-05-19\|11.25\|-0.09\|11.27\|11.30\|11.15\|111679;2026-05-20\|10.98\|-2.40\|11.23\|11.24\|10.92\|145434;2026-05-21\|10.72\|-2.37\|10.99\|11.24\|10.68\|180148;2026-05-22\|10.64\|-0.75\|10.77\|10.85\|10.50\|138893;2026-05-25\|10.97\|3.10\|11.01\|11.19\|10.81\|227785;2026-05-26\|10.75\|-2.01\|10.77\|10.88\|10.59\|176845;2026-05-27\|10.30\|-4.19\|10.65\|10.75\|10.26\|175420;2026-05-28\|10.30\|0.00\|10.30\|10.38\|10.00\|160304;2026-05-29\|10.09\|-2.04\|10.26\|10.35\|10.06\|120293;2026-06-01\|10.28\|1.88\|10.01\|10.36\|9.98\|123484;2026-06-02\|9.86\|-4.09\|10.22\|10.25\|9.68\|182818;2026-06-03\|9.77\|-0.91\|9.88\|9.94\|9.65\|127517;2026-06-04\|9.66\|-1.13\|9.73\|9.84\|9.58\|116883;2026-06-05\|9.55\|-1.14\|9.66\|9.75\|9.50\|125494;2026-06-08\|9.18\|-3.87\|9.40\|9.58\|9.05\|138163;2026-06-09\|9.11\|-0.76\|9.26\|9.30\|9.00\|99416;2026-06-10\|9.14\|0.33\|9.00\|9.26\|8.98\|137079;2026-06-11\|9.00\|-1.53\|9.02\|9.19\|8.88\|118427;2026-06-12\|9.13\|1.44\|9.08\|9.23\|8.88\|144104;2026-06-15\|9.26\|1.42\|9.15\|9.47\|9.13\|166995;2026-06-16\|9.33\|0.76\|9.17\|9.34\|9.14\|131478;2026-06-17\|9.78\|4.82\|9.32\|10.26\|9.02\|416458;2026-06-18\|9.08\|-7.16\|9.60\|9.68\|9.06\|318401;2026-06-22\|9.29\|2.31\|8.89\|9.35\|8.66\|288209;2026-06-23\|9.11\|-1.94\|9.45\|9.53\|9.10\|202184;2026-06-24\|8.60\|-5.60\|9.06\|9.12\|8.50\|222237;2026-06-25\|8.40\|-2.33\|8.58\|8.63\|8.32\|159498;2026-06-26\|7.92\|-5.71\|8.38\|8.38\|7.92\|169462;2026-06-29\|7.83\|-1.14\|7.86\|8.00\|7.69\|125319;2026-06-30\|7.91\|1.02\|7.76\|8.03\|7.75\|118041;2026-07-01\|8.27\|4.55\|8.00\|8.50\|7.93\|224322;2026-07-02\|8.13\|-1.69\|8.21\|8.43\|8.13\|144168;2026-07-03\|8.24\|1.35\|8.15\|8.30\|8.10\|120525;2026-07-06\|8.21\|-0.36\|8.23\|8.34\|8.13\|106981;2026-07-07\|7.80\|-4.99\|8.16\|8.20\|7.80\|118854;2026-07-08\|7.90\|1.28\|7.77\|7.95\|7.68\|128885;2026-07-09\|7.83\|-0.89\|7.82\|7.92\|7.59\|122278;2026-07-10\|8.16\|4.21\|7.83\|8.37\|7.63\|217051;2026-07-13\|7.76\|-4.90\|8.09\|8.23\|7.70\|143911;2026-07-14\|7.83\|0.90\|7.74\|7.84\|7.56\|108868;2026-07-15\|7.94\|1.40\|7.74\|8.06\|7.70\|133139;2026-07-16\|8.04\|1.26\|7.85\|8.13\|7.77\|127738;2026-07-17\|7.84\|-2.49\|8.10\|8.18\|7.76\|154876;2026-07-20\|7.88\|0.51\|7.85\|8.10\|7.76\|160980;2026-07-21\|8.67\|10.03\|7.89\|8.67\|7.85\|454764;2026-07-22\|8.98\|3.58\|8.85\|9.39\|8.70\|746056;2026-07-23\|9.10\|1.34\|8.85\|9.27\|8.77\|584464;2026-07-24\|8.56\|-5.93\|8.87\|9.18\|8.55\|389980
24185	上半年存储涨价仍将持续	卫星通信+射频芯片+国产替代+定增扩产 1、据2026年2月5日互动易，目前，公司已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端接入星网等商业航天网络的关键供应商之一，并已有适用NTN标准的射频前端芯片等产品。 2、据2025年12月29日公告，公司定增获证监会注册批复，拟募资34.75亿元用于12英寸SOI工艺射频芯片制造扩产，强化高端模组产能。 3、据2025年10月27日募集说明书，公司率先采用Fab-Lite模式，自建6英寸及12英寸产线，2024年射频前端模组收入占比升至42.05%，滤波器产品在品牌客户端持续放量。	公司主要从事射频领域集成电路研发，此前成为华为合格供应商	2026-03-17\|77.26\|-3.58\|80.38\|80.38\|77.21\|90841;2026-03-18\|79.95\|3.48\|77.74\|80.85\|77.33\|78539;2026-03-19\|79.30\|-0.81\|78.72\|79.88\|78.14\|63341;2026-03-20\|90.30\|13.87\|81.25\|95.16\|81.25\|659134;2026-03-23\|84.94\|-5.94\|90.01\|91.58\|84.39\|445046;2026-03-24\|87.01\|2.44\|87.33\|89.24\|83.75\|292043;2026-03-25\|88.40\|1.60\|88.31\|91.34\|87.68\|233322;2026-03-26\|87.00\|-1.58\|88.40\|90.65\|86.80\|196891;2026-03-27\|86.07\|-1.07\|86.01\|86.85\|84.00\|166389;2026-03-30\|83.76\|-2.68\|85.00\|85.44\|81.45\|151197;2026-03-31\|79.73\|-4.81\|83.61\|84.54\|79.70\|158028;2026-04-01\|81.11\|1.73\|81.66\|82.66\|80.21\|116778;2026-04-02\|84.60\|4.30\|80.83\|86.44\|80.50\|210249;2026-04-03\|89.10\|5.32\|86.87\|90.97\|85.97\|284137;2026-04-07\|87.90\|-1.35\|88.95\|90.20\|87.30\|165191;2026-04-08\|90.66\|3.14\|90.00\|91.50\|86.58\|301979;2026-04-09\|97.53\|7.58\|90.03\|101.18\|88.88\|468694;2026-04-10\|99.89\|2.42\|99.58\|102.30\|96.43\|374705;2026-04-13\|102.05\|2.16\|98.85\|105.71\|98.85\|333476;2026-04-14\|107.06\|4.91\|103.00\|110.93\|101.60\|350412;2026-04-15\|101.43\|-5.26\|105.13\|106.00\|100.32\|299592;2026-04-16\|103.47\|2.01\|101.43\|105.66\|99.81\|206104;2026-04-17\|106.00\|2.45\|105.80\|111.74\|103.68\|303075;2026-04-20\|114.48\|8.00\|106.40\|118.58\|106.40\|378052;2026-04-21\|111.74\|-2.39\|111.70\|113.86\|108.20\|238515;2026-04-22\|114.59\|2.55\|113.75\|117.27\|112.00\|306012;2026-04-23\|104.78\|-8.56\|112.58\|113.58\|104.12\|386684;2026-04-24\|102.70\|-1.99\|104.15\|105.55\|102.10\|240302;2026-04-27\|106.58\|3.78\|104.09\|109.75\|103.80\|243643;2026-04-28\|104.69\|-1.77\|104.58\|107.86\|101.45\|226082;2026-04-29\|101.98\|-2.59\|104.00\|106.38\|101.86\|204779;2026-04-30\|99.62\|-2.31\|103.40\|103.85\|99.12\|219185;2026-05-06\|103.20\|3.59\|101.80\|105.50\|100.00\|299963;2026-05-07\|106.56\|3.26\|102.89\|107.99\|100.26\|277074;2026-05-08\|103.80\|-2.59\|104.50\|106.49\|102.23\|208923;2026-05-11\|107.39\|3.46\|104.80\|108.58\|103.63\|289571;2026-05-12\|109.90\|2.34\|108.00\|112.38\|105.80\|364220;2026-05-13\|126.93\|15.50\|107.55\|128.28\|106.34\|497615;2026-05-14\|140.88\|10.99\|130.95\|144.90\|129.47\|641143;2026-05-15\|133.63\|-5.15\|140.76\|143.95\|132.05\|492854;2026-05-18\|130.80\|-2.12\|129.00\|134.44\|128.08\|303666;2026-05-19\|129.39\|-1.08\|130.50\|130.76\|122.96\|266413;2026-05-20\|130.00\|0.47\|129.39\|132.46\|125.76\|308433;2026-05-21\|121.03\|-6.90\|133.00\|134.17\|120.56\|362016;2026-05-22\|125.51\|3.70\|123.03\|129.70\|121.51\|266752;2026-05-25\|123.22\|-1.82\|126.00\|126.90\|120.76\|299508;2026-05-26\|117.91\|-4.31\|124.78\|125.29\|114.78\|317237;2026-05-27\|116.97\|-0.80\|117.91\|122.80\|114.00\|265116;2026-05-28\|117.09\|0.10\|116.96\|118.47\|112.00\|264417;2026-05-29\|108.10\|-7.68\|118.49\|120.36\|106.68\|319057;2026-06-01\|100.35\|-7.17\|109.89\|110.80\|100.03\|243575;2026-06-02\|101.32\|0.97\|100.14\|103.70\|99.60\|206414;2026-06-03\|104.55\|3.19\|109.00\|110.85\|103.38\|305799;2026-06-04\|104.85\|0.29\|106.22\|108.08\|103.01\|189690;2026-06-05\|104.77\|-0.08\|104.05\|108.56\|102.75\|221236;2026-06-08\|93.87\|-10.40\|100.00\|101.73\|93.58\|270899;2026-06-09\|99.00\|5.46\|95.62\|101.00\|93.31\|240251;2026-06-10\|94.51\|-4.54\|98.47\|98.98\|93.00\|171674;2026-06-11\|91.85\|-2.81\|93.56\|95.56\|90.51\|181759;2026-06-12\|89.76\|-2.28\|94.01\|95.00\|87.60\|314742;2026-06-15\|96.66\|7.69\|89.75\|96.83\|88.80\|259553;2026-06-16\|97.71\|1.09\|96.80\|98.62\|95.00\|193815;2026-06-17\|99.80\|2.14\|96.50\|101.09\|95.50\|212505;2026-06-18\|106.10\|6.31\|99.74\|109.01\|99.20\|416524;2026-06-22\|112.38\|5.92\|109.88\|112.38\|104.00\|460636;2026-06-23\|113.92\|1.37\|113.50\|120.00\|109.80\|465410;2026-06-24\|113.63\|-0.25\|112.65\|114.56\|108.55\|336853;2026-06-25\|111.32\|-2.03\|113.00\|116.50\|107.56\|342686;2026-06-26\|100.93\|-9.33\|109.94\|112.34\|100.91\|360056;2026-06-29\|100.80\|-0.13\|101.15\|106.00\|96.77\|280973;2026-06-30\|109.58\|8.71\|100.55\|109.97\|98.88\|288224;2026-07-01\|104.50\|-4.64\|110.30\|113.00\|103.50\|250602;2026-07-02\|101.49\|-2.88\|102.78\|108.39\|99.60\|218686;2026-07-03\|98.39\|-3.05\|99.99\|103.95\|98.39\|183760;2026-07-06\|95.82\|-2.61\|99.08\|99.72\|93.39\|162115;2026-07-07\|91.42\|-4.59\|93.70\|95.02\|89.78\|172398;2026-07-08\|89.63\|-1.96\|91.11\|92.93\|86.88\|169096;2026-07-09\|92.83\|3.57\|91.33\|93.00\|87.18\|178512;2026-07-10\|94.69\|2.00\|92.49\|99.88\|91.80\|289021;2026-07-13\|87.95\|-7.12\|93.50\|95.55\|87.50\|185287;2026-07-14\|86.71\|-1.41\|88.54\|88.88\|83.07\|174941;2026-07-15\|86.40\|-0.36\|91.50\|95.79\|85.95\|216282;2026-07-16\|83.25\|-3.65\|85.00\|89.04\|82.67\|173249;2026-07-17\|77.12\|-7.36\|82.90\|83.35\|75.20\|218776;2026-07-20\|72.21\|-6.37\|78.45\|78.69\|70.01\|221597;2026-07-21\|75.74\|4.89\|73.50\|75.93\|67.32\|237526;2026-07-22\|74.07\|-2.20\|74.00\|77.16\|73.52\|175204;2026-07-23\|72.83\|-1.67\|75.00\|75.76\|72.22\|121155;2026-07-24\|71.00\|-2.51\|71.85\|73.63\|71.00\|101646
24184	上半年存储涨价仍将持续	半导体材料+存储芯片靶材+收购凯德石英+一季报增长行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月16日年报，超高纯钨靶是存储芯片的金属骨架，AI与HBM技术重塑存储芯片市场导致其需求激增，全球仅公司及头部跨国企业掌握核心技术，公司产品已在多家国际知名存储芯片制造商批量应用。 2、公司主要专注于超高纯金属溅射靶材和半导体精密零部件的研发、生产和销售。据2026年4月29日公告，公司2026年一季度实现营收13.06亿元，同比增长30.49%；归母净利润2.10亿元，同比增长33.42%。 3、据2026年6月10日公告，公司第四届董事会第三十六次会议审议通过全资子公司购买设备等议案，保障业务拓展与产能扩充；据2026年5月28日公告，公司拟入主北京凯德石英的控制权收购事项已获北交所合规性确认，产业链整合取得关键进展。	公司拟收购凯德石英控制权，标的专注于石英仪器、石英管道、石英舟等石英玻璃制品的研发、生产和销售	2026-03-17\|136.12\|-4.61\|143.61\|144.10\|136.00\|81506;2026-03-18\|137.42\|0.95\|137.89\|138.60\|134.81\|66707;2026-03-19\|136.65\|-0.56\|136.13\|139.95\|133.55\|94164;2026-03-20\|133.14\|-2.57\|137.38\|139.94\|133.00\|85954;2026-03-23\|125.71\|-5.58\|130.77\|132.89\|124.71\|81831;2026-03-24\|130.85\|4.09\|128.24\|131.34\|125.48\|89605;2026-03-25\|137.35\|4.97\|133.52\|141.87\|133.46\|124555;2026-03-26\|133.60\|-2.73\|137.31\|137.35\|132.66\|54863;2026-03-27\|146.02\|9.30\|131.49\|147.98\|130.85\|161925;2026-03-30\|146.49\|0.32\|144.84\|146.49\|141.50\|108713;2026-03-31\|139.22\|-4.96\|144.80\|145.30\|138.60\|89506;2026-04-01\|140.27\|0.75\|143.88\|144.60\|139.00\|82346;2026-04-02\|135.50\|-3.40\|139.53\|139.90\|133.40\|73107;2026-04-03\|149.14\|10.07\|136.30\|151.45\|135.32\|170880;2026-04-07\|149.51\|0.25\|149.99\|153.28\|148.04\|85025;2026-04-08\|159.61\|6.76\|150.54\|160.65\|149.60\|159594;2026-04-09\|156.97\|-1.65\|156.00\|160.00\|155.36\|91020;2026-04-10\|156.50\|-0.30\|158.98\|164.80\|156.50\|124555;2026-04-13\|156.02\|-0.31\|155.24\|158.72\|154.84\|93733;2026-04-14\|161.92\|3.78\|158.00\|164.50\|156.68\|106446;2026-04-15\|154.35\|-4.68\|161.93\|161.93\|153.41\|96647;2026-04-16\|154.05\|-0.19\|154.69\|155.35\|150.12\|75258;2026-04-17\|159.42\|3.49\|151.76\|161.73\|149.69\|129997;2026-04-20\|156.96\|-1.54\|158.84\|158.85\|153.28\|91598;2026-04-21\|157.22\|0.17\|157.00\|159.94\|153.13\|84595;2026-04-22\|160.66\|2.19\|156.57\|160.68\|155.21\|114255;2026-04-23\|155.95\|-2.93\|160.80\|163.00\|152.35\|124957;2026-04-24\|156.21\|0.17\|155.20\|158.50\|153.87\|79381;2026-04-27\|167.75\|7.39\|160.00\|171.96\|160.00\|174994;2026-04-28\|179.37\|6.93\|167.80\|180.00\|165.04\|189639;2026-04-29\|175.39\|-2.22\|168.00\|175.76\|162.29\|197760;2026-04-30\|179.71\|2.46\|172.00\|191.11\|169.00\|149517;2026-05-06\|182.01\|1.28\|185.00\|195.60\|181.01\|162894;2026-05-07\|186.55\|2.49\|183.31\|186.60\|177.28\|126308;2026-05-08\|173.43\|-7.03\|180.60\|181.80\|172.00\|169390;2026-05-11\|185.00\|6.67\|176.90\|185.00\|174.01\|174301;2026-05-12\|181.77\|-1.75\|183.00\|183.28\|177.77\|121006;2026-05-13\|186.25\|2.46\|177.04\|187.27\|174.09\|139601;2026-05-14\|180.00\|-3.36\|187.00\|195.00\|180.00\|146179;2026-05-15\|189.86\|5.48\|181.67\|197.99\|181.11\|205757;2026-05-18\|201.26\|6.00\|189.92\|202.50\|186.28\|188945;2026-05-19\|213.93\|6.30\|199.00\|216.49\|196.00\|198009;2026-05-20\|213.68\|-0.12\|209.88\|218.00\|205.24\|157565;2026-05-21\|191.02\|-10.60\|216.50\|222.22\|188.90\|234997;2026-05-22\|196.60\|3.13\|192.99\|201.87\|184.00\|172282;2026-05-25\|207.99\|5.79\|197.90\|209.38\|189.68\|170883;2026-05-26\|197.09\|-5.24\|205.63\|205.63\|188.25\|185035;2026-05-27\|183.40\|-6.95\|195.00\|197.99\|182.24\|164118;2026-05-28\|203.05\|10.71\|182.18\|204.97\|181.67\|252079;2026-05-29\|190.20\|-6.33\|204.00\|204.14\|187.74\|182067;2026-06-01\|188.06\|-1.13\|189.25\|198.60\|186.55\|135236;2026-06-02\|209.22\|11.25\|188.60\|215.88\|188.60\|258816;2026-06-03\|208.00\|-0.58\|209.16\|214.44\|204.27\|181713;2026-06-04\|210.53\|1.22\|205.00\|213.46\|205.00\|133711;2026-06-05\|201.19\|-4.44\|205.55\|215.96\|198.20\|150400;2026-06-08\|193.57\|-3.79\|195.00\|205.80\|191.00\|139820;2026-06-09\|224.88\|16.18\|199.00\|226.50\|195.22\|232551;2026-06-10\|243.67\|8.36\|224.85\|249.88\|220.00\|278644;2026-06-11\|292.40\|20.00\|255.13\|292.40\|255.13\|216001;2026-06-12\|274.08\|-6.27\|337.21\|338.88\|271.93\|480243;2026-06-15\|293.60\|7.12\|284.00\|298.00\|265.60\|331236;2026-06-16\|299.61\|2.05\|293.00\|308.80\|288.18\|330669;2026-06-17\|301.57\|0.65\|288.00\|304.40\|285.01\|314456;2026-06-18\|311.20\|3.19\|301.58\|325.68\|300.60\|256254;2026-06-22\|308.75\|-0.79\|323.00\|326.53\|299.19\|285323;2026-06-23\|292.83\|-5.16\|300.10\|308.53\|289.00\|225253;2026-06-24\|304.04\|3.83\|291.72\|308.62\|285.00\|207835;2026-06-25\|330.00\|8.54\|314.00\|337.70\|304.10\|255854;2026-06-26\|354.78\|7.51\|326.70\|366.65\|324.48\|272493;2026-06-29\|382.48\|7.81\|369.10\|388.99\|339.02\|302758;2026-06-30\|368.60\|-3.63\|372.00\|374.97\|345.80\|258560;2026-07-01\|394.33\|6.98\|369.00\|418.99\|369.00\|253968;2026-07-02\|342.47\|-13.15\|370.11\|375.00\|340.51\|246566;2026-07-03\|332.19\|-3.00\|348.40\|351.00\|320.88\|207957;2026-07-06\|326.86\|-1.60\|338.83\|342.79\|311.00\|173301;2026-07-07\|329.00\|0.65\|326.00\|336.99\|316.24\|138047;2026-07-08\|333.86\|1.48\|329.12\|347.60\|307.00\|191190;2026-07-09\|364.48\|9.17\|339.46\|366.88\|328.55\|239265;2026-07-10\|340.44\|-6.60\|369.00\|385.00\|340.44\|223970;2026-07-13\|318.34\|-6.49\|332.08\|346.80\|315.19\|176925;2026-07-14\|311.39\|-2.18\|324.00\|324.99\|291.18\|220497;2026-07-15\|282.14\|-9.39\|316.00\|316.98\|280.00\|195205;2026-07-16\|240.00\|-14.94\|253.75\|264.48\|233.42\|334662;2026-07-17\|218.04\|-9.15\|239.67\|241.41\|216.50\|250548;2026-07-20\|199.00\|-8.73\|225.00\|229.00\|190.10\|234145;2026-07-21\|236.76\|18.97\|205.02\|237.78\|183.83\|294493;2026-07-22\|235.08\|-0.71\|236.00\|248.93\|231.00\|264713;2026-07-23\|227.79\|-3.10\|239.79\|240.99\|223.39\|161123;2026-07-24\|229.47\|0.74\|226.93\|236.58\|217.80\|168133
24183	上半年存储涨价仍将持续	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	公司专注于光刻胶用关键树脂材料的研发与生产，其中i线/g线光刻胶用酚醛树脂已实现量产并稳定供应主要下游客户	2026-03-17\|31.38\|-7.02\|33.42\|34.06\|31.00\|266158;2026-03-18\|32.50\|3.57\|31.54\|32.66\|31.35\|188048;2026-03-19\|31.27\|-3.78\|32.01\|32.40\|31.21\|152018;2026-03-20\|30.80\|-1.50\|31.48\|31.84\|30.77\|156212;2026-03-23\|29.45\|-4.38\|30.01\|30.72\|29.20\|234699;2026-03-24\|29.88\|1.46\|29.98\|29.99\|28.92\|135228;2026-03-25\|30.67\|2.64\|30.10\|31.03\|30.03\|126536;2026-03-26\|29.88\|-2.58\|30.57\|30.61\|29.72\|94743;2026-03-27\|29.92\|0.13\|29.45\|30.40\|29.32\|93986;2026-03-30\|29.60\|-1.07\|29.00\|29.78\|28.99\|100325;2026-03-31\|28.83\|-2.60\|29.66\|29.69\|28.83\|119365;2026-04-01\|30.28\|5.03\|29.40\|30.85\|29.20\|181094;2026-04-02\|29.48\|-2.64\|30.03\|30.46\|29.31\|125489;2026-04-03\|32.43\|10.01\|29.79\|32.43\|29.66\|342569;2026-04-07\|35.67\|9.99\|34.60\|35.67\|34.38\|398602;2026-04-08\|35.77\|0.28\|36.00\|36.00\|34.02\|702493;2026-04-09\|36.47\|1.96\|35.69\|37.52\|35.34\|600394;2026-04-10\|36.51\|0.11\|36.75\|37.28\|36.28\|415623;2026-04-13\|37.51\|2.74\|36.20\|37.99\|36.20\|407061;2026-04-14\|37.15\|-0.96\|37.45\|38.48\|36.90\|451573;2026-04-15\|36.55\|-1.62\|37.10\|38.22\|36.40\|350953;2026-04-16\|36.66\|0.30\|36.89\|37.36\|35.90\|285908;2026-04-17\|38.62\|5.35\|36.33\|39.03\|36.33\|477244;2026-04-20\|36.78\|-4.76\|38.27\|38.55\|36.51\|443663;2026-04-21\|36.68\|-0.27\|36.60\|36.90\|35.71\|336593;2026-04-22\|37.75\|2.92\|36.60\|38.30\|36.48\|372719;2026-04-23\|38.52\|2.04\|38.19\|39.27\|36.98\|543748;2026-04-24\|38.05\|-1.22\|38.15\|39.33\|37.77\|343463;2026-04-27\|39.70\|4.34\|37.00\|40.80\|36.03\|819026;2026-04-28\|37.85\|-4.66\|40.13\|40.60\|37.65\|494723;2026-04-29\|40.81\|7.82\|37.75\|41.40\|37.24\|676466;2026-04-30\|39.08\|-4.24\|40.59\|40.79\|38.86\|471419;2026-05-06\|40.79\|4.38\|39.70\|41.20\|39.32\|548395;2026-05-07\|40.80\|0.02\|40.15\|41.75\|39.10\|530024;2026-05-08\|39.66\|-2.79\|40.07\|40.82\|39.45\|368718;2026-05-11\|37.85\|-4.56\|39.95\|39.98\|37.30\|544736;2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359
24182	2026太空算力产业大会发布十大重点攻关项目	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 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18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	旗下新华三为服务器、智算行业龙头之一	2026-03-17\|24.45\|-3.70\|25.50\|25.52\|24.42\|698811;2026-03-18\|26.30\|7.57\|24.50\|26.69\|24.41\|1365672;2026-03-19\|26.77\|1.79\|25.85\|27.50\|25.73\|1858042;2026-03-20\|26.18\|-2.20\|26.78\|26.98\|26.09\|1110391;2026-03-23\|25.40\|-2.98\|25.68\|26.50\|25.13\|1016945;2026-03-24\|25.70\|1.18\|25.72\|25.83\|24.83\|998379;2026-03-25\|26.34\|2.49\|25.69\|26.70\|25.67\|1061861;2026-03-26\|25.40\|-3.57\|26.10\|26.29\|25.31\|749831;2026-03-27\|25.14\|-1.02\|24.90\|25.67\|24.30\|913401;2026-03-30\|24.82\|-1.27\|24.55\|24.95\|23.85\|864363;2026-03-31\|24.90\|0.32\|24.75\|25.72\|24.46\|869364;2026-04-01\|25.29\|1.57\|25.50\|25.96\|25.13\|797119;2026-04-02\|24.20\|-4.31\|25.05\|25.15\|24.02\|851660;2026-04-03\|25.62\|5.87\|24.43\|26.00\|24.27\|1446405;2026-04-07\|25.13\|-1.91\|25.51\|25.86\|25.08\|774365;2026-04-08\|26.46\|5.29\|25.85\|26.49\|25.82\|1249849;2026-04-09\|27.02\|2.12\|26.16\|27.43\|26.03\|1658678;2026-04-10\|27.09\|0.26\|27.02\|27.76\|26.74\|1359861;2026-04-13\|28.24\|4.25\|26.93\|28.62\|26.80\|2174794;2026-04-14\|27.86\|-1.35\|28.09\|28.18\|27.52\|1397283;2026-04-15\|27.48\|-1.36\|27.85\|27.97\|26.98\|1386091;2026-04-16\|28.09\|2.22\|27.56\|28.68\|27.50\|1507014;2026-04-17\|27.70\|-1.39\|27.93\|28.38\|27.66\|1033928;2026-04-20\|28.41\|2.56\|27.95\|29.15\|27.90\|1361878;2026-04-21\|27.61\|-2.82\|28.08\|28.21\|27.30\|940908;2026-04-22\|29.92\|8.37\|27.52\|30.37\|27.45\|3231354;2026-04-23\|31.20\|4.28\|30.52\|31.81\|30.10\|3196701;2026-04-24\|31.32\|0.38\|30.88\|32.15\|30.41\|2478486;2026-04-27\|32.19\|2.78\|31.98\|32.86\|31.25\|2285513;2026-04-28\|31.58\|-1.90\|31.85\|32.28\|31.00\|1414523;2026-04-29\|32.42\|2.66\|32.50\|33.62\|31.89\|2553923;2026-04-30\|31.99\|-1.33\|32.66\|32.76\|30.74\|2108095;2026-05-06\|31.85\|-0.44\|32.47\|33.06\|31.80\|2443765;2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371
24181	2026太空算力产业大会发布十大重点攻关项目	算力合同+公路养护+机器人行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2025年12月25日公告，公司与控股股东北京中科信控签订2678万元算力集群集成建设合同，为济南超级云计算中心提供GPU高性能计算集群及配套服务，2026年重点推进该合同收入落地。 2、据2025年度报告，公司2025年公路养护设备制造业务收入2.97亿元，同比增40.81%，占营收90.87%，就地热再生机组销量国内居首，处于行业龙头地位。 3、据公司官微，2025年12月展示工业级智能除雪机器人，集成环境感知、路径规划、自适应作业技术，可无人作业，底盘可搭载多种机具实现一机多用。	公司与北京中科信控签订2678万元算力集群集成建设合同，为济南超级云计算中心提供GPU高性能计算集群及配套服务	2026-03-17\|8.81\|-2.97\|9.12\|9.16\|8.81\|70529;2026-03-18\|9.07\|2.95\|8.85\|9.09\|8.84\|56473;2026-03-19\|8.96\|-1.21\|8.97\|9.22\|8.91\|84719;2026-03-20\|8.57\|-4.35\|9.00\|9.04\|8.55\|92982;2026-03-23\|8.10\|-5.48\|8.32\|8.46\|8.01\|100092;2026-03-24\|8.26\|1.98\|8.30\|8.34\|8.04\|53125;2026-03-25\|8.55\|3.51\|8.32\|8.62\|8.30\|61866;2026-03-26\|8.40\|-1.75\|8.55\|8.65\|8.35\|54515;2026-03-27\|8.51\|1.31\|8.36\|8.79\|8.32\|94234;2026-03-30\|8.52\|0.12\|8.37\|8.58\|8.37\|55998;2026-03-31\|8.39\|-1.53\|8.53\|8.62\|8.35\|48016;2026-04-01\|8.56\|2.03\|8.56\|8.63\|8.48\|51654;2026-04-02\|8.30\|-3.04\|8.56\|8.56\|8.26\|54249;2026-04-03\|9.18\|10.60\|8.37\|9.71\|8.25\|245065;2026-04-07\|8.99\|-2.07\|9.11\|9.26\|8.90\|120875;2026-04-08\|9.21\|2.45\|8.98\|9.23\|8.98\|127003;2026-04-09\|9.38\|1.85\|9.19\|9.56\|9.10\|167948;2026-04-10\|9.22\|-1.71\|9.34\|9.37\|9.18\|107817;2026-04-13\|9.03\|-2.06\|9.09\|9.19\|8.96\|73110;2026-04-14\|9.07\|0.44\|9.14\|9.21\|8.99\|78220;2026-04-15\|9.30\|2.54\|9.06\|9.31\|8.96\|108426;2026-04-16\|9.72\|4.52\|9.24\|9.85\|9.07\|240050;2026-04-17\|9.58\|-1.44\|9.59\|9.85\|9.54\|137375;2026-04-20\|9.50\|-0.84\|9.50\|9.65\|9.45\|95294;2026-04-21\|9.51\|0.11\|9.55\|9.66\|9.42\|84443;2026-04-22\|9.44\|-0.74\|9.51\|9.60\|9.40\|81586;2026-04-23\|9.11\|-3.50\|9.20\|9.34\|9.00\|142342;2026-04-24\|9.04\|-0.77\|9.09\|9.15\|8.92\|77574;2026-04-27\|9.06\|0.22\|9.02\|9.08\|8.92\|57842;2026-04-28\|9.22\|1.77\|9.10\|9.23\|8.94\|86919;2026-04-29\|9.73\|5.53\|9.46\|10.06\|9.30\|208107;2026-04-30\|10.80\|11.00\|9.79\|10.95\|9.70\|411547;2026-05-06\|10.39\|-3.80\|11.00\|11.20\|10.30\|369029;2026-05-07\|10.39\|0.00\|10.30\|10.60\|10.27\|190147;2026-05-08\|10.12\|-2.60\|10.30\|10.44\|10.03\|198002;2026-05-11\|10.29\|1.68\|10.31\|10.70\|10.19\|185671;2026-05-12\|10.04\|-2.43\|10.20\|10.28\|9.97\|121906;2026-05-13\|12.05\|20.02\|10.04\|12.05\|9.96\|1053089;2026-05-14\|12.02\|-0.25\|11.71\|12.42\|11.61\|907694;2026-05-15\|11.25\|-6.41\|11.90\|12.12\|11.12\|543318;2026-05-18\|11.50\|2.22\|11.46\|11.88\|10.99\|411031;2026-05-19\|12.00\|4.35\|11.39\|12.42\|11.31\|564141;2026-05-20\|12.46\|3.83\|12.01\|12.55\|11.86\|504342;2026-05-21\|11.89\|-4.57\|12.35\|12.54\|11.77\|361776;2026-05-22\|12.08\|1.60\|12.08\|12.29\|11.77\|279836;2026-05-25\|11.25\|-6.87\|12.00\|12.03\|11.13\|349414;2026-05-26\|10.77\|-4.27\|11.24\|11.25\|10.67\|236284;2026-05-27\|11.03\|2.41\|10.68\|11.57\|10.38\|395701;2026-05-28\|11.61\|5.26\|10.96\|11.94\|10.90\|383309;2026-05-29\|11.36\|-2.15\|11.56\|11.87\|11.28\|233614;2026-06-01\|11.60\|2.11\|11.26\|11.99\|11.26\|255604;2026-06-02\|11.09\|-4.40\|11.53\|11.62\|11.03\|208346;2026-06-03\|10.92\|-1.53\|11.05\|11.32\|10.78\|179648;2026-06-04\|10.64\|-2.56\|10.82\|11.03\|10.60\|149074;2026-06-05\|10.50\|-1.32\|10.60\|10.81\|10.26\|190195;2026-06-08\|10.06\|-4.19\|10.13\|10.39\|9.97\|158666;2026-06-09\|10.12\|0.60\|10.20\|10.37\|9.97\|133863;2026-06-10\|9.78\|-3.36\|10.09\|10.28\|9.63\|161570;2026-06-11\|9.55\|-2.35\|9.66\|9.77\|9.42\|129032;2026-06-12\|9.76\|2.20\|9.70\|10.19\|9.54\|177272;2026-06-15\|9.72\|-0.41\|9.71\|9.86\|9.60\|133223;2026-06-16\|9.57\|-1.54\|9.67\|9.68\|9.38\|136891;2026-06-17\|9.65\|0.84\|9.50\|9.84\|9.34\|147137;2026-06-18\|9.48\|-1.76\|9.70\|9.70\|9.37\|125904;2026-06-22\|9.36\|-1.27\|9.49\|9.63\|9.04\|164889;2026-06-23\|9.53\|1.82\|9.30\|9.97\|9.26\|186011;2026-06-24\|9.25\|-2.94\|9.46\|9.56\|9.06\|158976;2026-06-25\|8.84\|-4.43\|9.30\|9.30\|8.79\|154231;2026-06-26\|8.86\|0.23\|8.79\|9.05\|8.56\|145880;2026-06-29\|8.73\|-1.47\|8.72\|8.92\|8.44\|134097;2026-06-30\|8.48\|-2.86\|8.68\|8.75\|8.40\|144945;2026-07-01\|8.81\|3.89\|8.44\|8.91\|8.38\|139281;2026-07-02\|8.64\|-1.93\|8.68\|8.98\|8.53\|126064;2026-07-03\|8.90\|3.01\|8.65\|9.04\|8.56\|123172;2026-07-06\|8.39\|-5.73\|8.82\|8.97\|8.32\|145108;2026-07-07\|8.44\|0.60\|8.33\|8.75\|8.28\|100147;2026-07-08\|8.45\|0.12\|8.49\|8.64\|8.18\|104909;2026-07-09\|8.45\|0.00\|8.41\|8.48\|8.17\|97639;2026-07-10\|8.78\|3.91\|8.40\|8.94\|8.29\|147959;2026-07-13\|8.14\|-7.29\|8.71\|8.75\|8.12\|152994;2026-07-14\|8.23\|1.11\|8.13\|8.28\|8.06\|71566;2026-07-15\|8.37\|1.70\|8.13\|8.72\|8.11\|89746;2026-07-16\|8.68\|3.70\|8.27\|9.02\|8.26\|141512;2026-07-17\|8.50\|-2.07\|8.70\|8.92\|8.34\|122578;2026-07-20\|8.15\|-4.12\|8.55\|8.66\|8.02\|108183;2026-07-21\|8.32\|2.09\|8.15\|8.32\|7.74\|112419;2026-07-22\|8.50\|2.16\|8.29\|8.53\|8.20\|76196;2026-07-23\|8.58\|0.94\|8.39\|8.66\|8.36\|66958;2026-07-24\|8.27\|-3.61\|8.45\|8.55\|8.25\|57336
24180	2026太空算力产业大会发布十大重点攻关项目	算力租赁+液冷服务器+上海国资行业原因：阿里云官网发布公告：因全球AI需求爆发、供应链涨价，阿里（BABA）云AI算力、存储等产品最高涨价34%。公司原因： 1、据2025年9月19日投资者关系活动记录表，公司参股企业上海智能算力科技有限公司将形成万卡规模的智能算力供应，2025年实现整体交付，为上海人工智能产业提供高品质智算中心及运维服务。 2、据2025年9月19日互动易，公司启动液冷节能改造，打造绿色环保智算机房，降低PUE，契合液冷服务器市场热点。 3、据2025年3月27日年报，公司最终控制人为上海市国资委，是上海市唯一同时拥有数据中心和云服务运营牌照的国有控股平台。	公司与阶跃星辰共同投资设立上海智能算力公司，其中阶跃星辰持股10%，云赛智联直接持股11%	2026-03-17\|20.55\|-3.57\|21.35\|21.39\|20.53\|484660;2026-03-18\|22.61\|10.02\|20.86\|22.61\|20.73\|1124060;2026-03-19\|22.69\|0.35\|22.31\|23.30\|22.31\|1300615;2026-03-20\|21.72\|-4.28\|22.69\|23.28\|21.71\|802424;2026-03-23\|20.61\|-5.11\|21.10\|21.86\|20.46\|623223;2026-03-24\|21.34\|3.54\|21.02\|21.74\|20.10\|829683;2026-03-25\|22.29\|4.45\|21.38\|22.66\|21.38\|853219;2026-03-26\|21.61\|-3.05\|22.30\|22.51\|21.51\|553399;2026-03-27\|21.21\|-1.85\|21.26\|21.73\|21.00\|527569;2026-03-30\|23.33\|10.00\|20.77\|23.33\|20.50\|1113167;2026-03-31\|23.23\|-0.43\|23.33\|23.97\|22.81\|1445032;2026-04-01\|23.32\|0.39\|23.80\|23.97\|23.12\|1073218;2026-04-02\|22.17\|-4.93\|23.32\|23.40\|21.99\|745647;2026-04-03\|24.39\|10.01\|22.71\|24.39\|22.09\|1250016;2026-04-07\|24.05\|-1.39\|24.39\|24.98\|23.87\|1584316;2026-04-08\|25.05\|4.16\|24.83\|25.19\|24.43\|1589527;2026-04-09\|24.38\|-2.67\|24.33\|24.93\|24.18\|943525;2026-04-10\|24.08\|-1.23\|25.10\|25.80\|24.07\|1189674;2026-04-13\|24.40\|1.33\|23.91\|24.60\|23.54\|871416;2026-04-14\|24.47\|0.29\|24.88\|25.23\|24.21\|956828;2026-04-15\|23.90\|-2.33\|24.46\|24.57\|23.72\|740180;2026-04-16\|24.63\|3.05\|23.93\|24.95\|23.93\|1049844;2026-04-17\|24.08\|-2.23\|24.26\|24.52\|23.92\|857633;2026-04-20\|23.72\|-1.50\|24.16\|24.36\|23.55\|756745;2026-04-21\|23.02\|-2.95\|23.76\|23.77\|22.29\|891458;2026-04-22\|23.38\|1.56\|22.75\|23.45\|22.68\|694342;2026-04-23\|22.82\|-2.40\|23.19\|23.58\|22.71\|567854;2026-04-24\|22.22\|-2.63\|22.52\|22.67\|21.86\|614171;2026-04-27\|22.59\|1.67\|22.23\|22.75\|21.60\|494388;2026-04-28\|21.59\|-4.43\|22.30\|22.47\|21.45\|537615;2026-04-29\|21.85\|1.20\|21.38\|22.14\|21.32\|381146;2026-04-30\|21.77\|-0.37\|21.88\|22.10\|21.62\|317691;2026-05-06\|22.74\|4.46\|22.10\|22.98\|22.10\|591804;2026-05-07\|23.24\|2.20\|22.97\|23.27\|22.89\|617771;2026-05-08\|22.98\|-1.12\|23.20\|23.33\|22.66\|464471;2026-05-11\|23.19\|0.91\|23.20\|23.76\|22.87\|693403;2026-05-12\|22.55\|-2.76\|23.02\|23.06\|22.37\|495987;2026-05-13\|23.84\|5.72\|22.43\|24.19\|22.28\|922843;2026-05-14\|22.67\|-4.91\|24.23\|24.24\|22.66\|663546;2026-05-15\|22.30\|-1.63\|22.66\|23.30\|22.06\|504166;2026-05-18\|22.78\|2.15\|22.88\|23.41\|22.60\|486112;2026-05-19\|23.29\|2.24\|22.78\|23.33\|22.30\|540657;2026-05-20\|22.39\|-3.86\|23.00\|23.29\|22.33\|463398;2026-05-21\|21.02\|-6.12\|22.60\|22.65\|21.00\|516772;2026-05-22\|21.26\|1.14\|21.12\|21.36\|20.88\|272548;2026-05-25\|20.91\|-1.65\|21.27\|21.48\|20.51\|378808;2026-05-26\|20.03\|-4.21\|20.61\|20.71\|19.72\|413877;2026-05-27\|19.06\|-4.84\|20.00\|20.00\|19.00\|353013;2026-05-28\|19.38\|1.68\|19.17\|19.50\|19.02\|285256;2026-05-29\|18.48\|-4.64\|19.39\|19.58\|18.40\|315852;2026-06-01\|18.63\|0.81\|18.42\|18.95\|18.40\|218407;2026-06-02\|19.15\|2.79\|18.84\|19.29\|18.06\|338926;2026-06-03\|18.64\|-2.66\|18.81\|19.06\|18.50\|261009;2026-06-04\|18.35\|-1.56\|18.30\|18.54\|18.18\|215758;2026-06-05\|17.97\|-2.07\|18.35\|18.50\|17.81\|259801;2026-06-08\|17.12\|-4.73\|17.30\|17.79\|16.92\|282539;2026-06-09\|17.38\|1.52\|17.30\|17.46\|16.98\|196406;2026-06-10\|17.56\|1.04\|17.58\|18.23\|17.49\|317485;2026-06-11\|16.67\|-5.07\|17.50\|17.50\|16.60\|293183;2026-06-12\|17.10\|2.58\|16.98\|17.46\|16.62\|270587;2026-06-15\|17.67\|3.33\|17.28\|17.70\|17.21\|230871;2026-06-16\|17.86\|1.08\|17.65\|17.94\|17.35\|205160;2026-06-17\|17.77\|-0.50\|17.70\|18.00\|17.61\|197242;2026-06-18\|18.03\|1.46\|17.88\|18.21\|17.53\|262705;2026-06-22\|18.53\|2.77\|18.12\|18.54\|17.81\|339359;2026-06-23\|17.75\|-4.21\|18.50\|18.50\|17.71\|283797;2026-06-24\|17.61\|-0.79\|17.60\|17.82\|17.27\|207209;2026-06-25\|17.02\|-3.35\|17.57\|17.74\|16.86\|285661;2026-06-26\|15.75\|-7.46\|16.80\|16.99\|15.70\|336171;2026-06-29\|15.45\|-1.90\|15.80\|15.95\|15.27\|238818;2026-06-30\|16.08\|4.08\|15.69\|16.38\|15.35\|236785;2026-07-01\|16.30\|1.37\|16.00\|16.83\|15.95\|264658;2026-07-02\|15.91\|-2.39\|16.48\|16.53\|15.86\|232741;2026-07-03\|16.01\|0.63\|15.86\|16.15\|15.81\|155235;2026-07-06\|15.46\|-3.44\|15.91\|15.98\|15.45\|179167;2026-07-07\|14.89\|-3.69\|15.63\|15.63\|14.82\|178272;2026-07-08\|16.38\|10.01\|14.96\|16.38\|14.96\|398367;2026-07-09\|17.08\|4.27\|16.48\|17.09\|15.90\|707636;2026-07-10\|17.17\|0.53\|16.68\|17.66\|16.52\|595787;2026-07-13\|17.35\|1.05\|17.00\|17.74\|17.00\|537277;2026-07-14\|16.45\|-5.19\|17.15\|17.49\|15.68\|492793;2026-07-15\|16.60\|0.91\|16.45\|16.92\|16.20\|327258;2026-07-16\|18.26\|10.00\|16.53\|18.26\|16.40\|342546;2026-07-17\|18.43\|0.93\|18.37\|19.26\|17.94\|1092897;2026-07-20\|19.27\|4.56\|18.25\|19.50\|18.10\|938183;2026-07-21\|19.14\|-0.67\|18.60\|19.71\|17.45\|993730;2026-07-22\|20.27\|5.90\|18.60\|21.00\|18.13\|1233759;2026-07-23\|19.04\|-6.07\|19.64\|20.10\|19.00\|867819;2026-07-24\|17.33\|-8.98\|18.37\|18.74\|17.30\|738807
24179	2026太空算力产业大会发布十大重点攻关项目	存储芯片+园林工程+文体旅行业原因： 1、6月15日，美伊达成和平协议提升市场偏好，日韩股市大涨，存储板块领涨，铠侠涨超10%，SK海力士、三星电子涨超5%。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，强化AI存储高景气预期。公司原因： 1、据2026年1月14日互动易，公司参股的华澜微系国产数据存储领域部件提供商，其阵列存储产品主要针对数据中心、高性能计算/AI存储系统架构的硬件解决方案；据2025年年度报告，公司持有华澜微6.4969%股份。 2、据2026年6月4日异常波动公告，公司股票于2026年6月1日至3日连续三个交易日收盘价格涨幅偏离值累计超过20%；经自查，公司目前生产经营正常，不存在应披露而未披露的重大事项。 3、据2025年年度报告，公司秉持“建设美丽中国·锦绣美好生活”双引擎驱动战略，主营市政园林建设的同时，大力聚焦和发展文体旅产业，并以芸合科技为核心平台培育科技业务作为第二增长曲线。	公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-03-17\|17.44\|-5.73\|18.39\|18.39\|17.42\|43290;2026-03-18\|18.24\|4.59\|17.70\|18.99\|17.35\|89976;2026-03-19\|17.77\|-2.58\|17.58\|18.39\|17.58\|51900;2026-03-20\|17.70\|-0.39\|17.75\|18.38\|17.61\|42807;2026-03-23\|16.94\|-4.29\|17.40\|18.18\|16.85\|60430;2026-03-24\|17.27\|1.95\|17.28\|17.48\|16.70\|46637;2026-03-25\|17.67\|2.32\|17.28\|18.01\|17.25\|33656;2026-03-26\|16.77\|-5.09\|17.82\|17.83\|16.66\|50323;2026-03-27\|17.18\|2.44\|16.53\|17.50\|16.43\|32702;2026-03-30\|17.09\|-0.52\|17.03\|17.26\|16.72\|24938;2026-03-31\|16.37\|-4.21\|17.09\|17.18\|16.36\|40474;2026-04-01\|16.68\|1.89\|16.76\|17.50\|16.43\|36800;2026-04-02\|16.15\|-3.18\|16.66\|17.01\|15.85\|34785;2026-04-03\|17.77\|10.03\|16.17\|17.77\|15.95\|94153;2026-04-07\|18.30\|2.98\|19.00\|19.55\|17.84\|150727;2026-04-08\|18.55\|1.37\|18.08\|18.70\|18.00\|107035;2026-04-09\|18.68\|0.70\|18.49\|19.30\|18.34\|71073;2026-04-10\|19.43\|4.01\|18.67\|19.99\|18.67\|87625;2026-04-13\|20.22\|4.07\|19.41\|20.69\|18.78\|99480;2026-04-14\|22.00\|8.80\|20.22\|22.23\|20.22\|124830;2026-04-15\|22.22\|1.00\|22.75\|23.73\|22.00\|136067;2026-04-16\|24.00\|8.01\|22.14\|24.10\|21.67\|112940;2026-04-17\|24.44\|1.83\|24.00\|25.33\|23.73\|105124;2026-04-20\|22.76\|-6.87\|24.35\|24.76\|22.06\|120379;2026-04-21\|22.48\|-1.23\|22.69\|23.11\|21.96\|80866;2026-04-22\|22.61\|0.58\|22.29\|23.38\|22.22\|61208;2026-04-23\|22.75\|0.62\|22.61\|23.12\|22.50\|57763;2026-04-24\|22.93\|0.79\|22.38\|23.23\|22.23\|44266;2026-04-27\|22.80\|-0.57\|23.00\|23.11\|22.37\|35657;2026-04-28\|23.05\|1.10\|22.80\|23.86\|22.40\|68634;2026-04-29\|22.90\|-0.65\|23.18\|23.51\|22.70\|53124;2026-04-30\|23.14\|1.05\|23.00\|23.50\|22.80\|52369;2026-05-06\|25.45\|9.98\|23.59\|25.45\|23.05\|41799;2026-05-07\|25.32\|-0.51\|25.75\|26.02\|24.78\|129359;2026-05-08\|25.42\|0.39\|25.20\|25.99\|25.20\|84327;2026-05-11\|25.62\|0.79\|25.99\|27.10\|25.50\|81345;2026-05-12\|24.97\|-2.54\|25.62\|26.05\|24.88\|53948;2026-05-13\|25.83\|3.44\|25.21\|26.08\|24.84\|59976;2026-05-14\|25.46\|-1.43\|25.74\|26.44\|25.00\|62013;2026-05-15\|25.95\|1.92\|25.38\|26.83\|25.27\|65934;2026-05-18\|28.55\|10.02\|25.94\|28.55\|25.94\|48048;2026-05-19\|27.28\|-4.45\|28.55\|28.80\|26.69\|116982;2026-05-20\|27.51\|0.84\|26.68\|29.20\|25.90\|95751;2026-05-21\|29.60\|7.60\|27.24\|30.26\|27.24\|155199;2026-05-22\|31.90\|7.77\|28.61\|32.29\|28.61\|150499;2026-05-25\|34.42\|7.90\|31.90\|35.09\|31.38\|225112;2026-05-26\|30.98\|-9.99\|33.82\|33.82\|30.98\|68352;2026-05-27\|27.88\|-10.01\|27.88\|28.87\|27.88\|33433;2026-05-28\|25.09\|-10.01\|25.09\|25.28\|25.09\|33266;2026-05-29\|24.51\|-2.31\|23.38\|25.50\|23.02\|148945;2026-06-01\|26.02\|6.16\|24.99\|26.68\|24.75\|118658;2026-06-02\|26.91\|3.42\|25.76\|27.89\|25.75\|107146;2026-06-03\|29.60\|10.00\|26.88\|29.60\|26.88\|97173;2026-06-04\|29.02\|-1.96\|29.31\|30.42\|28.60\|120571;2026-06-05\|28.65\|-1.27\|29.02\|29.38\|28.16\|75543;2026-06-08\|27.32\|-4.64\|27.13\|28.49\|26.82\|62708;2026-06-09\|27.12\|-0.73\|27.50\|28.30\|26.53\|58472;2026-06-10\|26.77\|-1.29\|26.85\|27.30\|25.98\|59400;2026-06-11\|27.85\|4.03\|26.51\|27.99\|26.48\|58915;2026-06-12\|27.30\|-1.97\|28.44\|28.67\|27.06\|60738;2026-06-15\|30.03\|10.00\|27.92\|30.03\|27.79\|46237;2026-06-16\|31.47\|4.80\|30.93\|32.05\|29.54\|101507;2026-06-17\|31.49\|0.06\|31.33\|31.81\|30.48\|67043;2026-06-18\|31.73\|0.76\|31.63\|32.04\|31.00\|53021;2026-06-22\|31.24\|-1.54\|31.53\|32.53\|30.55\|48235;2026-06-23\|28.12\|-9.99\|28.12\|28.50\|28.12\|14320;2026-06-24\|25.31\|-9.99\|25.31\|25.31\|25.31\|10087;2026-06-25\|25.87\|2.21\|24.68\|27.75\|24.68\|128477;2026-06-26\|25.15\|-2.78\|25.70\|26.45\|25.00\|74448;2026-06-29\|24.10\|-4.17\|26.14\|26.14\|23.79\|81690;2026-06-30\|22.85\|-5.19\|25.00\|25.00\|22.57\|84276;2026-07-01\|22.85\|0.00\|22.85\|23.96\|21.90\|82992;2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.32\|-3.75\|22.12\|22.20\|21.22\|38884;2026-07-16\|20.55\|-3.61\|21.00\|21.41\|20.46\|35815;2026-07-17\|18.80\|-8.52\|20.90\|20.90\|18.58\|50944;2026-07-20\|17.51\|-6.86\|19.27\|20.18\|17.26\|60706;2026-07-21\|18.85\|7.65\|17.50\|18.85\|15.78\|73481;2026-07-22\|18.51\|-1.80\|19.11\|19.46\|18.32\|36549;2026-07-23\|18.77\|1.40\|18.50\|19.08\|18.28\|26899;2026-07-24\|18.90\|0.69\|18.56\|19.47\|18.37\|36707
24178	2026太空算力产业大会发布十大重点攻关项目	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 2、公司目前持续推进高速铜缆、智驾数据传输线、液冷板等小批量供货、开发迭代、测试导入； 3、公司旗下产品已应用于 EAST、BEST 等国内核聚变装置及 ITER 国际热核聚变实验堆，还联合科研机构攻关核聚变相关电缆技术； 4、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-03-17\|12.57\|-5.49\|13.45\|13.53\|12.47\|558891;2026-03-18\|12.62\|0.40\|12.48\|12.73\|12.15\|506721;2026-03-19\|12.46\|-1.27\|12.30\|12.83\|12.28\|437430;2026-03-20\|12.62\|1.28\|12.58\|13.18\|12.58\|653877;2026-03-23\|12.10\|-4.12\|12.49\|12.88\|11.94\|596603;2026-03-24\|12.77\|5.54\|12.39\|13.05\|11.95\|791780;2026-03-25\|13.24\|3.68\|13.37\|13.67\|13.06\|735406;2026-03-26\|13.64\|3.02\|13.45\|14.10\|13.25\|1164797;2026-03-27\|14.13\|3.59\|13.34\|14.45\|13.20\|1046780;2026-03-30\|14.33\|1.42\|13.80\|14.38\|13.60\|919182;2026-03-31\|13.48\|-5.93\|14.14\|14.20\|13.31\|830602;2026-04-01\|13.90\|3.12\|13.80\|14.16\|13.65\|635982;2026-04-02\|14.19\|2.09\|14.40\|14.63\|13.55\|965091;2026-04-03\|15.61\|10.01\|14.45\|15.61\|14.20\|1431020;2026-04-07\|14.39\|-7.82\|15.51\|15.64\|14.28\|1509478;2026-04-08\|15.83\|10.01\|14.65\|15.83\|14.63\|1346292;2026-04-09\|15.98\|0.95\|15.64\|16.25\|15.48\|1304652;2026-04-10\|15.60\|-2.38\|16.20\|16.36\|15.58\|1102979;2026-04-13\|15.22\|-2.44\|15.33\|15.58\|15.02\|846584;2026-04-14\|15.10\|-0.79\|15.41\|15.56\|14.93\|881498;2026-04-15\|15.38\|1.85\|15.17\|15.64\|15.05\|855336;2026-04-16\|14.37\|-6.57\|14.70\|14.70\|13.94\|1193724;2026-04-17\|14.70\|2.30\|14.30\|14.84\|14.23\|796114;2026-04-20\|15.51\|5.51\|15.02\|15.79\|14.87\|1165542;2026-04-21\|15.62\|0.71\|15.26\|15.64\|15.21\|652026;2026-04-22\|17.18\|9.99\|15.70\|17.18\|14.97\|2089376;2026-04-23\|16.52\|-3.84\|17.13\|17.23\|16.31\|1351341;2026-04-24\|16.22\|-1.82\|15.95\|17.10\|15.88\|1145634;2026-04-27\|17.24\|6.29\|16.19\|17.63\|15.84\|1239983;2026-04-28\|17.38\|0.81\|17.25\|17.89\|16.68\|1161424;2026-04-29\|17.40\|0.12\|17.37\|17.99\|16.66\|974327;2026-04-30\|16.99\|-2.36\|17.71\|17.75\|16.99\|754471;2026-05-06\|18.24\|7.36\|17.31\|18.66\|17.31\|1118822;2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558;2026-07-20\|15.35\|-10.02\|17.04\|17.25\|15.35\|1322384;2026-07-21\|16.12\|5.02\|15.40\|16.20\|13.82\|1690475;2026-07-22\|15.25\|-5.40\|15.88\|16.37\|15.00\|1261086;2026-07-23\|15.61\|2.36\|15.57\|16.32\|15.14\|1167385;2026-07-24\|14.65\|-6.15\|15.38\|15.58\|14.52\|870418
24177	2026太空算力产业大会发布十大重点攻关项目	算力中心+智慧安防+三季报暴增行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年半年度报告，公司及全资子公司灵算智云武汉投资有限公司与宜兴兴阳产业投资有限公司共建宜兴市人工智能算力中心项目，预算8,162.95万元，期末已投入4,895.32万元，工程进度60%，布局智算中心新赛道。 2、据2025年半年度报告，公司形成安保运营、智慧城市系统集成、智能安防产品制造三大业务格局，具备覆盖“人身安全、工业安全、信息安全”的全产业链能力，2025年上半年境内智慧城市系统集成与智能制造业务收入5.47亿元，同比增长31.49%。 3、据2025年10月31日披露的三季报，公司2025年前三季度营收23.65亿元，同比增长15.84%，归母净利润1.98亿元，同比增长1748.16%。	公司及全资子公司灵算智云武汉投资有限公司已与宜兴兴阳产业投资有限公司签署协议共建宜兴市人工智能算力中心项目	2026-03-17\|3.53\|-0.28\|3.56\|3.61\|3.52\|420051;2026-03-18\|3.55\|0.57\|3.53\|3.56\|3.51\|343386;2026-03-19\|3.52\|-0.85\|3.51\|3.60\|3.49\|579359;2026-03-20\|3.39\|-3.69\|3.50\|3.54\|3.39\|550402;2026-03-23\|3.17\|-6.49\|3.33\|3.34\|3.13\|709779;2026-03-24\|3.33\|5.05\|3.27\|3.33\|3.18\|571187;2026-03-25\|3.35\|0.60\|3.33\|3.38\|3.30\|485492;2026-03-26\|3.30\|-1.49\|3.35\|3.40\|3.29\|355928;2026-03-27\|3.34\|1.21\|3.25\|3.35\|3.23\|410094;2026-03-30\|3.39\|1.50\|3.28\|3.41\|3.24\|493938;2026-03-31\|3.35\|-1.18\|3.37\|3.43\|3.35\|352992;2026-04-01\|3.37\|0.60\|3.40\|3.42\|3.35\|328888;2026-04-02\|3.31\|-1.78\|3.36\|3.41\|3.29\|343345;2026-04-03\|3.64\|9.97\|3.31\|3.64\|3.28\|1177936;2026-04-07\|4.00\|9.89\|3.85\|4.00\|3.75\|2586298;2026-04-08\|4.40\|10.00\|4.00\|4.40\|3.90\|2624608;2026-04-09\|4.48\|1.82\|4.84\|4.84\|4.44\|6745486;2026-04-10\|4.08\|-8.93\|4.48\|4.51\|4.05\|5285355;2026-04-13\|4.49\|10.05\|3.99\|4.49\|3.96\|3061094;2026-04-14\|4.52\|0.67\|4.46\|4.66\|4.35\|5680379;2026-04-15\|4.41\|-2.43\|4.50\|4.73\|4.38\|3885764;2026-04-16\|4.68\|6.12\|4.39\|4.76\|4.32\|4691229;2026-04-17\|4.47\|-4.49\|4.48\|4.55\|4.33\|3462733;2026-04-20\|4.27\|-4.47\|4.39\|4.48\|4.22\|3062089;2026-04-21\|4.08\|-4.45\|4.27\|4.28\|4.03\|2310711;2026-04-22\|4.11\|0.74\|4.03\|4.18\|3.96\|2483701;2026-04-23\|3.89\|-5.35\|4.04\|4.09\|3.87\|2043796;2026-04-24\|3.75\|-3.60\|3.86\|3.86\|3.71\|1555544;2026-04-27\|3.78\|0.80\|3.76\|3.79\|3.65\|1256626;2026-04-28\|3.69\|-2.38\|3.73\|3.83\|3.67\|1491148;2026-04-29\|4.06\|10.03\|3.81\|4.06\|3.81\|2204699;2026-04-30\|3.92\|-3.45\|4.06\|4.06\|3.89\|2328379;2026-05-06\|4.03\|2.81\|3.96\|4.08\|3.95\|2021296;2026-05-07\|4.14\|2.73\|4.01\|4.17\|4.00\|1992949;2026-05-08\|4.18\|0.97\|4.14\|4.25\|4.08\|1985621;2026-05-11\|4.15\|-0.72\|4.18\|4.29\|4.12\|2028352;2026-05-12\|4.05\|-2.41\|4.09\|4.14\|4.02\|1655977;2026-05-13\|4.11\|1.48\|4.05\|4.13\|3.98\|1194083;2026-05-14\|3.91\|-4.87\|4.11\|4.16\|3.90\|1164035;2026-05-15\|3.88\|-0.77\|3.95\|4.02\|3.84\|966324;2026-05-18\|3.87\|-0.26\|3.87\|3.90\|3.81\|762087;2026-05-19\|3.98\|2.84\|3.89\|4.09\|3.84\|1315177;2026-05-20\|3.75\|-5.78\|3.93\|3.95\|3.72\|1268929;2026-05-21\|3.55\|-5.33\|3.75\|3.79\|3.55\|1206433;2026-05-22\|3.58\|0.85\|3.59\|3.61\|3.52\|785026;2026-05-25\|3.53\|-1.40\|3.59\|3.63\|3.50\|658526;2026-05-26\|3.45\|-2.27\|3.50\|3.51\|3.38\|714655;2026-05-27\|3.34\|-3.19\|3.41\|3.47\|3.31\|690871;2026-05-28\|3.41\|2.10\|3.35\|3.44\|3.33\|732571;2026-05-29\|3.28\|-3.81\|3.42\|3.43\|3.26\|740764;2026-06-01\|3.33\|1.52\|3.29\|3.36\|3.25\|632270;2026-06-02\|3.24\|-2.70\|3.35\|3.36\|3.19\|635328;2026-06-03\|3.24\|0.00\|3.22\|3.29\|3.21\|505400;2026-06-04\|3.18\|-1.85\|3.21\|3.28\|3.15\|592048;2026-06-05\|3.18\|0.00\|3.18\|3.23\|3.11\|639902;2026-06-08\|3.02\|-5.03\|3.12\|3.17\|2.99\|767962;2026-06-09\|3.05\|0.99\|3.05\|3.08\|3.01\|527064;2026-06-10\|3.04\|-0.33\|3.02\|3.09\|2.97\|629326;2026-06-11\|2.85\|-6.25\|3.00\|3.01\|2.83\|849040;2026-06-12\|2.87\|0.70\|2.88\|2.93\|2.83\|699251;2026-06-15\|2.93\|2.09\|2.89\|3.00\|2.88\|551246;2026-06-16\|2.95\|0.68\|2.92\|2.97\|2.85\|526767;2026-06-17\|2.90\|-1.69\|2.95\|2.96\|2.87\|419935;2026-06-18\|2.86\|-1.38\|2.89\|2.92\|2.84\|460592;2026-06-22\|2.87\|0.35\|2.86\|2.87\|2.76\|609949;2026-06-23\|2.89\|0.70\|2.85\|2.94\|2.83\|657756;2026-06-24\|2.76\|-4.50\|2.89\|2.89\|2.72\|754501;2026-06-25\|2.71\|-1.81\|2.77\|2.80\|2.69\|528114;2026-06-26\|2.61\|-3.69\|2.68\|2.72\|2.61\|582742;2026-06-29\|2.60\|-0.38\|2.60\|2.63\|2.53\|563857;2026-06-30\|2.66\|2.31\|2.63\|2.68\|2.59\|567872;2026-07-01\|2.75\|3.38\|2.65\|2.78\|2.65\|641123;2026-07-02\|2.70\|-1.82\|2.74\|2.89\|2.69\|720451;2026-07-03\|2.72\|0.74\|2.69\|2.75\|2.67\|516084;2026-07-06\|2.67\|-1.84\|2.69\|2.75\|2.65\|413505;2026-07-07\|2.57\|-3.75\|2.65\|2.67\|2.56\|413455;2026-07-08\|2.61\|1.56\|2.57\|2.63\|2.52\|504569;2026-07-09\|2.60\|-0.38\|2.62\|2.64\|2.52\|556780;2026-07-10\|2.67\|2.69\|2.56\|2.74\|2.55\|748058;2026-07-13\|2.53\|-5.24\|2.66\|2.69\|2.50\|755572;2026-07-14\|2.56\|1.19\|2.51\|2.58\|2.46\|513913;2026-07-15\|2.65\|3.52\|2.55\|2.65\|2.55\|650098;2026-07-16\|2.67\|0.75\|2.62\|2.72\|2.59\|593894;2026-07-17\|2.55\|-4.49\|2.66\|2.71\|2.52\|627091;2026-07-20\|2.59\|1.57\|2.55\|2.65\|2.53\|637542;2026-07-21\|2.68\|3.47\|2.59\|2.68\|2.54\|757791;2026-07-22\|2.82\|5.22\|2.66\|2.94\|2.64\|1533438;2026-07-23\|2.81\|-0.35\|2.76\|2.84\|2.76\|893738;2026-07-24\|2.79\|-0.71\|2.76\|2.81\|2.70\|803101
24176	2026太空算力产业大会发布十大重点攻关项目	算力租赁+商业航天+OSS 行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月29日年报，公司“郑州空港算力集群项目一标段”5600P算力已于2025年11月投产运营，合同金额8.87亿元，五年运营期持续贡献收入，形成第二增长曲线。 2、据2026年4月29日年报，公司承建“千帆星座”“国网星座”卫星互联网网络管理系统已上线，中标上海垣信卫星NMC项目，布局商业航天OSS增量市场。 3、据2026年5月12日公告，公司向特定对象发行1775万股募资6.498亿元已上市，用于OSS及算力网络关键软件研发，增强资本实力。	1、公司拥有数据中心智能运维软件系统产品，参加了电信运营商大型集团级数据中心、省级数据中心相关OSS系统的建设； 2、公司承建“千帆星座”卫星互联网网络管理中心系统及“国网星座”运控流量预测系统已上线并通过专家评审，支撑卫星发射及在轨测试，深度参与天地一体化信息网络建设	2026-03-17\|43.50\|0.74\|43.36\|45.04\|42.95\|44467;2026-03-18\|45.40\|4.37\|43.43\|45.41\|42.99\|45249;2026-03-19\|44.23\|-2.58\|44.19\|45.40\|43.95\|30767;2026-03-20\|41.00\|-7.30\|44.29\|44.58\|40.97\|51162;2026-03-23\|38.82\|-5.32\|39.89\|40.98\|38.38\|42866;2026-03-24\|40.44\|4.17\|39.79\|40.50\|38.44\|28487;2026-03-25\|42.30\|4.60\|40.48\|42.93\|40.46\|38062;2026-03-26\|40.48\|-4.30\|42.32\|42.32\|40.32\|27988;2026-03-27\|40.87\|0.96\|39.58\|41.21\|39.55\|17555;2026-03-30\|41.62\|1.84\|40.21\|41.65\|39.68\|21787;2026-03-31\|40.63\|-2.38\|41.79\|42.24\|40.61\|16608;2026-04-01\|41.39\|1.87\|41.58\|41.87\|41.03\|15171;2026-04-02\|40.05\|-3.24\|41.25\|41.26\|39.65\|17637;2026-04-03\|44.06\|10.01\|40.81\|44.06\|40.12\|60955;2026-04-07\|46.10\|4.63\|43.62\|46.90\|42.60\|133380;2026-04-08\|47.36\|2.73\|45.20\|49.00\|44.41\|153534;2026-04-09\|45.09\|-4.79\|46.00\|46.00\|44.66\|94300;2026-04-10\|43.87\|-2.71\|45.10\|45.40\|43.60\|75460;2026-04-13\|44.15\|0.64\|43.44\|44.30\|42.84\|57782;2026-04-14\|43.98\|-0.39\|44.49\|45.01\|43.50\|61946;2026-04-15\|44.35\|0.84\|44.00\|44.48\|43.35\|52404;2026-04-16\|45.54\|2.68\|44.20\|45.65\|43.80\|81203;2026-04-17\|43.85\|-3.71\|45.00\|45.35\|43.65\|57829;2026-04-20\|44.63\|1.78\|43.74\|45.08\|43.60\|46162;2026-04-21\|44.94\|0.69\|45.45\|45.78\|44.66\|52035;2026-04-22\|45.13\|0.42\|43.86\|45.94\|43.51\|48963;2026-04-23\|42.38\|-6.09\|44.79\|44.79\|42.36\|49666;2026-04-24\|43.66\|3.02\|42.38\|45.00\|41.20\|46070;2026-04-27\|45.03\|3.14\|43.25\|45.36\|42.52\|58715;2026-04-28\|44.30\|-1.62\|44.69\|45.53\|44.10\|39872;2026-04-29\|44.37\|0.16\|44.21\|44.99\|43.50\|33041;2026-04-30\|44.72\|0.79\|44.39\|45.00\|44.04\|30854;2026-05-06\|49.19\|10.00\|46.08\|49.19\|45.86\|101158;2026-05-07\|50.80\|3.27\|50.51\|53.14\|49.01\|139269;2026-05-08\|51.73\|1.83\|50.82\|52.30\|49.78\|94564;2026-05-11\|50.50\|-2.38\|51.75\|51.80\|50.12\|68072;2026-05-12\|48.88\|-3.21\|50.37\|50.37\|48.50\|59199;2026-05-13\|53.77\|10.00\|49.10\|53.77\|48.28\|82329;2026-05-14\|51.55\|-4.13\|54.88\|55.96\|51.28\|107443;2026-05-15\|51.45\|-0.19\|51.56\|52.94\|50.51\|67791;2026-05-18\|53.62\|4.22\|52.00\|55.09\|51.50\|91660;2026-05-19\|53.67\|0.09\|52.96\|55.95\|52.72\|82217;2026-05-20\|49.40\|-7.96\|52.52\|57.00\|48.30\|123952;2026-05-21\|54.34\|10.00\|49.91\|54.34\|49.88\|100601;2026-05-22\|52.64\|-3.13\|53.00\|54.34\|51.70\|121542;2026-05-25\|51.10\|-2.93\|51.51\|52.32\|49.88\|78822;2026-05-26\|45.99\|-10.00\|50.59\|50.59\|45.99\|71775;2026-05-27\|43.68\|-5.02\|45.58\|46.15\|43.14\|58538;2026-05-28\|44.72\|2.38\|43.68\|45.19\|43.17\|38258;2026-05-29\|42.15\|-5.75\|45.10\|45.48\|41.85\|41239;2026-06-01\|42.28\|0.31\|42.15\|42.93\|41.60\|25987;2026-06-02\|41.34\|-2.22\|42.28\|42.28\|40.00\|32030;2026-06-03\|40.74\|-1.38\|41.32\|41.61\|40.33\|25539;2026-06-04\|40.18\|-1.37\|40.21\|40.54\|39.69\|21754;2026-06-05\|40.40\|0.55\|40.51\|40.79\|39.01\|27603;2026-06-08\|39.19\|-3.00\|39.06\|41.30\|38.48\|29164;2026-06-09\|40.08\|2.27\|39.82\|40.11\|38.88\|22197;2026-06-10\|39.38\|-1.75\|39.76\|41.02\|38.80\|25037;2026-06-11\|38.59\|-2.01\|38.78\|39.17\|37.75\|20371;2026-06-12\|39.19\|1.55\|39.18\|39.71\|38.80\|16842;2026-06-15\|39.49\|0.77\|39.60\|39.70\|39.01\|21471;2026-06-16\|40.96\|3.72\|39.26\|41.14\|38.80\|32920;2026-06-17\|40.29\|-1.64\|40.60\|40.80\|39.83\|25212;2026-06-18\|40.90\|1.51\|40.03\|41.24\|39.86\|25189;2026-06-22\|41.40\|1.22\|40.90\|41.61\|40.50\|31872;2026-06-23\|39.45\|-4.71\|41.40\|41.40\|39.18\|26171;2026-06-24\|39.52\|0.18\|39.00\|39.73\|38.06\|20511;2026-06-25\|37.43\|-5.29\|39.61\|39.72\|37.20\|32192;2026-06-26\|36.35\|-2.89\|37.39\|37.39\|36.00\|22670;2026-06-29\|35.60\|-2.06\|36.29\|36.92\|35.21\|20622;2026-06-30\|37.60\|5.62\|35.71\|37.73\|35.10\|27702;2026-07-01\|41.36\|10.00\|37.61\|41.36\|37.55\|48939;2026-07-02\|40.97\|-0.94\|41.46\|43.45\|40.85\|65737;2026-07-03\|41.44\|1.15\|41.16\|42.65\|40.65\|36160;2026-07-06\|40.55\|-2.15\|42.01\|42.20\|39.75\|23895;2026-07-07\|38.20\|-5.80\|40.29\|40.65\|38.00\|22462;2026-07-08\|38.46\|0.68\|38.23\|39.38\|37.70\|27935;2026-07-09\|37.92\|-1.40\|38.00\|38.42\|35.80\|30067;2026-07-10\|38.80\|2.32\|37.96\|39.70\|37.51\|32978;2026-07-13\|36.59\|-5.70\|38.41\|39.19\|36.36\|27812;2026-07-14\|35.66\|-2.54\|36.60\|36.92\|34.09\|27505;2026-07-15\|35.57\|-0.25\|35.66\|36.34\|35.14\|17086;2026-07-16\|36.27\|1.97\|35.29\|37.35\|35.11\|24691;2026-07-17\|32.87\|-9.37\|35.68\|35.99\|32.66\|24376;2026-07-20\|32.77\|-0.30\|33.36\|35.16\|32.28\|23749;2026-07-21\|33.39\|1.89\|32.72\|33.45\|30.03\|26250;2026-07-22\|33.35\|-0.12\|34.89\|34.89\|33.20\|26203;2026-07-23\|33.58\|0.69\|32.91\|34.13\|32.86\|18719;2026-07-24\|32.14\|-4.29\|32.90\|33.30\|31.80\|15455
24175	2026太空算力产业大会发布十大重点攻关项目	算力调度+东数西算+转债强赎 1、据2026年4月15日年报，公司“算力网调度和市场运营平台”已落地国家八大枢纽及十大集群，提供并网、调度、交易一体化服务，2025年已助力某省完成新数据中心接入、算力券发放及算力商城交易计费。 2、据2026年5月7日董事会决议及5月19日第八次提示性公告，因股价连续15日高于转股价130%，触发有条件赎回条款，公司决定提前赎回“思特转债”，剩余规模将显著缩减。 3、据2026年4月15日年报，公司2026年将以“数、算、网、安”一体化算力生态为核心，持续拓展东数西算全链路产品体系，打造“算联”自营品牌，目标成为行业顶尖综合服务商。	公司以云原生、微服务、DevOps为核心的容器服务平台，基于Docker和Kubernetes提供云上一站式容器生命周期管理	2026-03-17\|11.62\|-3.25\|12.07\|12.07\|11.59\|66847;2026-03-18\|12.54\|7.92\|11.62\|12.61\|11.61\|157866;2026-03-19\|12.28\|-2.07\|12.35\|12.60\|12.22\|112956;2026-03-20\|11.54\|-6.03\|12.40\|12.49\|11.54\|157814;2026-03-23\|10.63\|-7.89\|11.38\|11.38\|10.48\|140947;2026-03-24\|10.90\|2.54\|10.78\|10.93\|10.28\|132622;2026-03-25\|11.37\|4.31\|10.89\|11.52\|10.87\|127951;2026-03-26\|10.77\|-5.28\|11.37\|11.44\|10.73\|96795;2026-03-27\|11.06\|2.69\|10.63\|11.80\|10.55\|140910;2026-03-30\|11.18\|1.08\|10.92\|11.18\|10.60\|99464;2026-03-31\|10.73\|-4.03\|11.08\|11.20\|10.73\|65803;2026-04-01\|11.07\|3.17\|11.11\|11.28\|10.98\|88142;2026-04-02\|10.75\|-2.89\|11.07\|11.08\|10.63\|75948;2026-04-03\|12.90\|20.00\|11.23\|12.90\|11.15\|405521;2026-04-07\|12.37\|-4.11\|12.61\|12.79\|12.31\|423913;2026-04-08\|12.86\|3.96\|12.62\|13.10\|12.58\|361272;2026-04-09\|12.67\|-1.48\|12.60\|13.39\|12.58\|342314;2026-04-10\|12.46\|-1.66\|12.81\|12.87\|12.45\|230296;2026-04-13\|13.23\|6.18\|12.34\|13.28\|12.34\|352574;2026-04-14\|13.15\|-0.60\|13.46\|14.27\|13.02\|327455;2026-04-15\|12.63\|-3.95\|13.11\|13.15\|12.60\|210146;2026-04-16\|13.35\|5.70\|12.65\|13.61\|12.60\|280862;2026-04-17\|13.10\|-1.87\|13.17\|13.36\|13.06\|206886;2026-04-20\|12.93\|-1.30\|13.13\|13.13\|12.83\|148790;2026-04-21\|12.78\|-1.16\|12.87\|12.87\|12.42\|135349;2026-04-22\|13.14\|2.82\|12.75\|13.20\|12.48\|201318;2026-04-23\|13.00\|-1.07\|13.05\|13.28\|12.83\|143951;2026-04-24\|12.60\|-3.08\|13.00\|13.14\|12.47\|154350;2026-04-27\|12.95\|2.78\|12.60\|13.05\|12.27\|167307;2026-04-28\|13.28\|2.55\|12.81\|13.42\|12.79\|206957;2026-04-29\|13.43\|1.13\|13.23\|13.67\|13.13\|217455;2026-04-30\|13.44\|0.07\|13.49\|13.58\|13.26\|149668;2026-05-06\|13.46\|0.15\|13.53\|13.66\|13.34\|225730;2026-05-07\|13.67\|1.56\|13.49\|13.67\|13.30\|215478;2026-05-08\|13.79\|0.88\|13.60\|14.04\|13.46\|252525;2026-05-11\|13.48\|-2.25\|13.81\|13.90\|13.40\|198413;2026-05-12\|13.42\|-0.45\|13.35\|13.60\|13.21\|140636;2026-05-13\|14.03\|4.55\|13.38\|14.36\|13.26\|298570;2026-05-14\|15.26\|8.77\|14.01\|16.02\|13.79\|642850;2026-05-15\|14.50\|-4.98\|15.22\|15.55\|14.34\|463890;2026-05-18\|15.38\|6.07\|15.31\|17.02\|15.14\|680272;2026-05-19\|18.46\|20.03\|15.29\|18.46\|15.29\|577614;2026-05-20\|17.06\|-7.58\|19.02\|19.56\|16.89\|821554;2026-05-21\|15.41\|-9.67\|16.98\|17.30\|15.35\|663480;2026-05-22\|15.89\|3.11\|15.62\|16.20\|15.27\|551321;2026-05-25\|15.13\|-4.78\|15.81\|16.60\|14.90\|519414;2026-05-26\|14.15\|-6.48\|14.65\|14.77\|13.88\|411142;2026-05-27\|12.96\|-8.41\|14.12\|14.15\|12.86\|375218;2026-05-28\|12.82\|-1.08\|12.96\|13.24\|12.70\|291254;2026-05-29\|11.96\|-6.71\|12.85\|12.99\|11.83\|312390;2026-06-01\|12.40\|3.68\|11.93\|12.52\|11.77\|276472;2026-06-02\|12.27\|-1.05\|12.59\|12.97\|12.03\|337115;2026-06-03\|11.95\|-2.61\|12.02\|12.23\|11.79\|260670;2026-06-04\|11.64\|-2.59\|11.80\|11.84\|11.47\|196659;2026-06-05\|11.57\|-0.60\|11.66\|11.84\|11.31\|192492;2026-06-08\|11.93\|3.11\|11.16\|12.47\|11.13\|365189;2026-06-09\|11.82\|-0.92\|12.39\|12.42\|11.53\|269269;2026-06-10\|12.04\|1.86\|12.06\|12.75\|11.81\|386875;2026-06-11\|11.42\|-5.15\|11.77\|11.90\|11.29\|279402;2026-06-12\|11.60\|1.58\|11.56\|11.97\|11.43\|215395;2026-06-15\|11.96\|3.10\|11.73\|12.09\|11.69\|200844;2026-06-16\|12.13\|1.42\|11.82\|12.19\|11.50\|220472;2026-06-17\|11.92\|-1.73\|11.99\|12.06\|11.71\|157960;2026-06-18\|12.02\|0.84\|11.84\|12.16\|11.70\|177982;2026-06-22\|12.45\|3.58\|12.01\|12.55\|11.91\|294600;2026-06-23\|12.75\|2.41\|12.30\|13.06\|12.21\|329070;2026-06-24\|12.06\|-5.41\|12.58\|12.72\|11.79\|282314;2026-06-25\|11.27\|-6.55\|12.10\|12.45\|11.21\|271542;2026-06-26\|10.71\|-4.97\|11.22\|11.22\|10.70\|217284;2026-06-29\|10.13\|-5.42\|10.71\|10.74\|9.97\|210401;2026-06-30\|10.29\|1.58\|10.18\|10.51\|9.94\|191119;2026-07-01\|10.71\|4.08\|10.28\|10.93\|10.21\|182785;2026-07-02\|10.34\|-3.45\|10.60\|10.94\|10.32\|160207;2026-07-03\|10.35\|0.10\|10.37\|10.53\|10.19\|119125;2026-07-06\|9.80\|-5.31\|10.29\|10.39\|9.73\|153001;2026-07-07\|9.42\|-3.88\|9.73\|9.81\|9.34\|113082;2026-07-08\|9.60\|1.91\|9.45\|9.74\|9.24\|133865;2026-07-09\|9.65\|0.52\|9.51\|9.78\|9.25\|129312;2026-07-10\|9.87\|2.28\|9.56\|10.22\|9.46\|156717;2026-07-13\|9.24\|-6.38\|9.80\|10.10\|9.19\|146752;2026-07-14\|9.19\|-0.54\|9.28\|9.34\|8.82\|143601;2026-07-15\|9.26\|0.76\|9.15\|9.48\|9.10\|109272;2026-07-16\|9.38\|1.30\|9.17\|9.58\|9.11\|112753;2026-07-17\|8.94\|-4.69\|9.37\|9.56\|8.80\|158333;2026-07-20\|8.76\|-2.01\|9.07\|9.36\|8.53\|156361;2026-07-21\|8.90\|1.60\|8.74\|8.94\|8.11\|165335;2026-07-22\|9.03\|1.46\|8.82\|9.25\|8.76\|138424;2026-07-23\|9.33\|3.32\|9.00\|9.52\|8.88\|181675;2026-07-24\|9.01\|-3.43\|9.23\|9.25\|8.97\|107110
24174	2026太空算力产业大会发布十大重点攻关项目	低空经济+AI智能体+ST摘帽预期行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年5月29日业绩说明会公告，公司在港口、园区等重点行业的安全监管订单有所增长，尤其在多模态大模型解决方案及视频全链路产品方面已形成多个标杆项目，在手订单充裕，对2026年年报后申请撤销风险警示充满信心。 2、据2026年4月30日年报，公司“无人机智能巡检系统”与“无人车智能巡检系统”已在港口、园区、交通等低空场景落地，打造“空地一体化”具身智能巡检新范式，构建具备语义理解、动态规划、自主执行能力的AI智能体。 3、据2026年5月29日业绩说明会公告，公司AI智能体驱动的数字安全监管系统可同时读取安全规范文本、监控视频及传感器数据，实时感知现场作业动态并推演危险，可灵活部署于电力巡检、港口装卸等领域，目前在AI智能安防、多模态大模型、低空经济等业务方向均已实现项目落地。	公司基于云厂商的公有云能力构建融媒业务系统，结合云原生的架构，实现与云厂商的优势互补，逐渐把媒资系统、运营系统、直播管理系统、社交互动系统改造为云SaaS服务，能够基于云市场销售和推广，成为云市场的垂直领域的应用解决方案提供者	2026-03-17\|18.25\|-1.40\|18.61\|18.66\|18.19\|59480;2026-03-18\|20.08\|10.03\|18.44\|20.08\|18.24\|188553;2026-03-19\|21.00\|4.58\|20.60\|22.09\|20.20\|418227;2026-03-20\|20.21\|-3.76\|21.27\|21.54\|20.21\|230561;2026-03-23\|18.19\|-10.00\|20.11\|20.21\|18.19\|181006;2026-03-24\|19.29\|6.05\|18.80\|19.90\|18.12\|148620;2026-03-25\|19.50\|1.09\|19.50\|19.82\|19.35\|85281;2026-03-26\|18.96\|-2.77\|19.49\|19.49\|18.73\|63952;2026-03-27\|18.94\|-0.11\|18.53\|19.10\|18.50\|42416;2026-03-30\|18.79\|-0.79\|18.68\|18.94\|18.31\|48933;2026-03-31\|17.76\|-5.48\|18.61\|18.96\|17.69\|120456;2026-04-01\|17.25\|-2.87\|18.04\|18.20\|16.86\|235139;2026-04-02\|16.39\|-4.99\|17.08\|17.58\|16.26\|141742;2026-04-03\|18.03\|10.01\|16.53\|18.03\|16.53\|160947;2026-04-07\|17.11\|-5.10\|18.23\|18.23\|16.70\|249492;2026-04-08\|18.09\|5.73\|17.36\|18.82\|17.33\|253396;2026-04-09\|17.31\|-4.31\|17.55\|17.70\|17.18\|168109;2026-04-10\|17.05\|-1.50\|17.32\|17.50\|17.05\|123988;2026-04-13\|17.08\|0.18\|16.80\|17.14\|16.77\|80010;2026-04-14\|17.09\|0.06\|17.35\|17.35\|16.88\|69016;2026-04-15\|16.79\|-1.76\|17.07\|17.27\|16.75\|72939;2026-04-16\|16.94\|0.89\|16.76\|16.95\|16.51\|84656;2026-04-17\|15.25\|-9.98\|15.25\|15.25\|15.25\|29964;2026-04-20\|13.73\|-9.97\|13.73\|13.73\|13.73\|27340;2026-04-21\|14.20\|3.42\|12.61\|14.95\|12.61\|533149;2026-04-22\|12.79\|-9.93\|13.13\|13.20\|12.78\|385872;2026-04-23\|12.60\|-1.49\|12.55\|12.85\|12.20\|165230;2026-04-24\|12.63\|0.24\|12.50\|12.85\|12.07\|166233;2026-04-27\|12.41\|-1.74\|12.23\|12.67\|11.43\|227110;2026-04-28\|12.87\|3.71\|12.47\|13.05\|12.24\|200377;2026-04-29\|12.26\|-4.74\|12.62\|12.92\|12.20\|203132;2026-05-06\|11.65\|-4.98\|11.83\|12.12\|11.65\|236749;2026-05-07\|11.70\|0.43\|11.57\|11.94\|11.52\|138635;2026-05-08\|12.29\|5.04\|11.78\|12.29\|11.76\|60053;2026-05-11\|12.90\|4.96\|12.89\|12.90\|12.71\|76552;2026-05-12\|13.55\|5.04\|13.40\|13.55\|13.22\|38030;2026-05-13\|13.73\|1.33\|14.19\|14.19\|13.06\|177362;2026-05-14\|13.52\|-1.53\|14.14\|14.17\|13.35\|79174;2026-05-15\|13.62\|0.74\|13.66\|13.92\|13.31\|67432;2026-05-18\|13.11\|-3.74\|13.43\|13.45\|12.94\|71511;2026-05-19\|13.45\|2.59\|13.04\|13.58\|13.00\|50567;2026-05-20\|12.90\|-4.09\|13.38\|13.47\|12.80\|66308;2026-05-21\|12.26\|-4.96\|12.90\|13.07\|12.26\|77981;2026-05-22\|12.21\|-0.41\|12.19\|12.48\|12.09\|38290;2026-05-25\|11.85\|-2.95\|12.23\|12.42\|11.67\|56130;2026-05-26\|11.93\|0.68\|11.85\|12.32\|11.54\|76813;2026-05-27\|12.36\|3.60\|11.85\|12.47\|11.85\|58095;2026-05-28\|12.29\|-0.57\|12.38\|12.79\|12.20\|50379;2026-05-29\|11.80\|-3.99\|12.56\|12.66\|11.71\|45693;2026-06-01\|12.39\|5.00\|11.93\|12.39\|11.88\|27251;2026-06-02\|13.01\|5.00\|12.65\|13.01\|12.65\|66455;2026-06-03\|12.86\|-1.15\|13.13\|13.39\|12.67\|79405;2026-06-04\|12.60\|-2.02\|12.61\|13.00\|12.49\|55913;2026-06-05\|12.46\|-1.11\|12.62\|12.73\|12.20\|44974;2026-06-08\|11.99\|-3.77\|12.06\|12.60\|11.98\|49133;2026-06-09\|12.04\|0.42\|12.05\|12.17\|11.86\|40297;2026-06-10\|11.69\|-2.91\|11.98\|12.04\|11.44\|41427;2026-06-11\|11.83\|1.20\|11.63\|11.98\|11.40\|44685;2026-06-12\|11.51\|-2.71\|11.95\|11.95\|11.45\|42847;2026-06-15\|11.64\|1.13\|11.50\|11.79\|11.40\|38718;2026-06-16\|11.61\|-0.26\|11.60\|11.86\|11.20\|50003;2026-06-17\|11.11\|-4.31\|11.35\|11.54\|11.03\|56592;2026-06-18\|10.70\|-3.69\|11.11\|11.11\|10.55\|72503;2026-06-22\|10.90\|1.87\|10.70\|11.09\|10.26\|61484;2026-06-23\|11.28\|3.49\|10.89\|11.45\|10.89\|53332;2026-06-24\|10.65\|-4.74\|11.11\|11.18\|10.62\|47381;2026-06-25\|10.12\|-4.98\|10.54\|10.61\|10.12\|35524;2026-06-26\|9.80\|-3.16\|9.94\|10.08\|9.61\|45921;2026-06-29\|10.24\|4.49\|9.68\|10.29\|9.50\|47336;2026-06-30\|10.39\|1.46\|10.09\|10.62\|10.09\|35177;2026-07-01\|10.91\|5.00\|10.45\|10.91\|10.29\|47981;2026-07-02\|11.42\|4.67\|11.00\|11.45\|10.91\|47704;2026-07-03\|11.20\|-1.93\|11.57\|11.63\|10.97\|41793;2026-07-06\|10.80\|-3.57\|11.18\|11.60\|10.80\|26560;2026-07-07\|10.25\|-5.09\|11.00\|11.00\|10.23\|25980;2026-07-08\|10.25\|0.00\|10.12\|10.55\|10.12\|24885;2026-07-09\|10.18\|-0.68\|10.27\|10.43\|10.00\|35472;2026-07-10\|10.05\|-1.28\|10.06\|10.28\|9.98\|34991;2026-07-13\|9.47\|-5.77\|9.99\|10.01\|9.32\|35854;2026-07-14\|9.15\|-3.38\|9.45\|9.60\|9.00\|39935;2026-07-15\|9.05\|-1.09\|9.12\|9.25\|8.87\|37965;2026-07-16\|9.16\|1.22\|9.19\|9.44\|8.91\|31734;2026-07-17\|8.59\|-6.22\|9.17\|9.28\|8.58\|38847;2026-07-20\|8.11\|-5.59\|8.59\|8.92\|7.98\|41703;2026-07-21\|8.29\|2.22\|8.50\|8.50\|7.74\|42600;2026-07-22\|8.47\|2.17\|8.30\|8.92\|8.10\|44350;2026-07-23\|8.64\|2.01\|8.54\|8.66\|8.36\|27164;2026-07-24\|8.57\|-0.81\|8.60\|8.93\|8.54\|32121
24173	行业称MicroLED CPO开启数据中心互连新局，功耗降至铜缆5%	玻璃基板+先进封装+三星供应链行业原因：据兴业证券6月11日研报，AI算力需求爆发推动先进封装技术迭代，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月3日异常波动公告，近期资本市场对“玻璃基板”概念关注度较高；据2026年6月1日投资者关系活动记录表，公司开展玻璃基板代加工业务，12寸玻璃晶圆已批量出货，310310和515510等尺寸玻璃基板小批量出货。 2、据2025年年度报告，公司掌握TGV工艺，可实现微小孔径通孔及盲孔处理；拥有TO至TOLL、PDFNCLIP等先进封装技术，产品覆盖IGBT、SiC与GaN功率器件并已批量生产。 3、据2026年6月1日投资者关系活动记录表，公司通过收购股权已成功切入三星供应链体系，手机摄像模组用软膜滤光片持续量产；据2026年6月3日异常波动公告，该业务2025年销售收入占公司总营收比重不足2.50%。	公司已攻克 MicroLED 全流程工艺，实现小批量投产与交付	2026-03-17\|12.74\|-4.93\|13.49\|13.60\|12.71\|70772;2026-03-18\|13.09\|2.75\|12.80\|13.11\|12.78\|57483;2026-03-19\|12.59\|-3.82\|12.80\|12.88\|12.47\|61660;2026-03-20\|12.93\|2.70\|12.64\|14.16\|12.64\|184110;2026-03-23\|11.78\|-8.89\|12.43\|12.80\|11.67\|132546;2026-03-24\|12.31\|4.50\|12.05\|12.34\|11.68\|98763;2026-03-25\|13.27\|7.80\|12.56\|13.38\|12.50\|129559;2026-03-26\|12.85\|-3.17\|13.24\|13.66\|12.83\|99161;2026-03-27\|12.98\|1.01\|12.74\|13.20\|12.46\|74599;2026-03-30\|12.79\|-1.46\|12.70\|12.89\|12.27\|66334;2026-03-31\|11.99\|-6.25\|12.65\|12.77\|11.99\|66122;2026-04-01\|12.50\|4.25\|12.38\|13.05\|12.35\|88892;2026-04-02\|12.28\|-1.76\|12.55\|13.09\|12.16\|80738;2026-04-03\|13.69\|11.48\|12.20\|14.11\|12.20\|214745;2026-04-07\|13.65\|-0.29\|13.91\|14.10\|13.38\|112884;2026-04-08\|14.28\|4.62\|13.80\|14.33\|13.80\|110423;2026-04-09\|15.46\|8.26\|14.07\|15.68\|14.07\|239763;2026-04-10\|15.19\|-1.75\|15.61\|16.13\|15.15\|195910;2026-04-13\|15.53\|2.24\|15.02\|15.72\|14.95\|145328;2026-04-14\|15.22\|-2.00\|15.66\|15.76\|15.08\|130780;2026-04-15\|15.29\|0.46\|15.40\|16.05\|15.23\|128156;2026-04-16\|15.56\|1.77\|15.14\|15.80\|15.04\|108625;2026-04-17\|16.25\|4.43\|15.50\|16.65\|15.44\|153908;2026-04-20\|16.25\|0.00\|16.25\|17.10\|16.18\|162678;2026-04-21\|16.73\|2.95\|16.25\|17.05\|15.96\|151792;2026-04-22\|16.39\|-2.03\|16.52\|16.80\|16.05\|140346;2026-04-23\|15.63\|-4.64\|16.28\|16.42\|15.43\|148965;2026-04-24\|15.30\|-2.11\|15.51\|15.88\|15.09\|112699;2026-04-27\|15.80\|3.27\|15.41\|15.95\|15.31\|97205;2026-04-28\|15.53\|-1.71\|16.00\|16.09\|15.36\|73342;2026-04-29\|15.53\|0.00\|15.50\|16.18\|15.22\|93168;2026-04-30\|14.81\|-4.64\|15.52\|15.85\|14.53\|147596;2026-05-06\|15.10\|1.96\|15.06\|15.76\|15.03\|148690;2026-05-07\|16.04\|6.23\|15.14\|16.20\|14.78\|141516;2026-05-08\|16.42\|2.37\|15.78\|16.58\|15.76\|104051;2026-05-11\|16.82\|2.44\|16.67\|17.52\|16.42\|119896;2026-05-12\|17.64\|4.88\|16.86\|18.13\|16.44\|193688;2026-05-13\|17.47\|-0.96\|17.37\|17.75\|17.00\|159162;2026-05-14\|18.87\|8.01\|17.54\|19.87\|17.34\|267502;2026-05-15\|17.53\|-7.10\|18.45\|19.16\|17.33\|220658;2026-05-18\|18.10\|3.25\|17.59\|18.38\|17.10\|170296;2026-05-19\|18.54\|2.43\|17.80\|19.12\|17.56\|146253;2026-05-20\|18.79\|1.35\|18.41\|18.90\|17.77\|156602;2026-05-21\|20.63\|9.79\|19.68\|22.55\|19.47\|678378;2026-05-22\|23.10\|11.97\|21.63\|24.12\|21.40\|609818;2026-05-25\|23.84\|3.20\|22.81\|24.08\|21.84\|489945;2026-05-26\|24.56\|3.02\|23.91\|24.59\|21.90\|433291;2026-05-27\|22.60\|-7.98\|25.62\|25.92\|22.01\|559521;2026-05-28\|22.19\|-1.81\|22.00\|23.20\|21.46\|354964;2026-05-29\|20.59\|-7.21\|22.26\|22.58\|20.59\|303918;2026-06-01\|22.30\|8.30\|20.60\|23.67\|19.98\|328681;2026-06-02\|26.76\|20.00\|24.76\|26.76\|24.71\|207858;2026-06-03\|30.20\|12.86\|29.00\|31.00\|28.01\|631669;2026-06-04\|31.85\|5.46\|28.62\|33.85\|28.62\|498816;2026-06-05\|31.10\|-2.35\|31.98\|33.70\|30.62\|493456;2026-06-08\|28.49\|-8.39\|28.88\|32.26\|28.43\|436778;2026-06-09\|27.96\|-1.86\|29.00\|29.49\|26.73\|416073;2026-06-10\|24.85\|-11.12\|26.99\|27.00\|24.48\|392567;2026-06-11\|24.25\|-2.41\|24.10\|25.45\|23.56\|286111;2026-06-12\|22.52\|-7.13\|24.25\|24.83\|22.30\|366484;2026-06-15\|25.98\|15.36\|22.65\|26.63\|22.57\|413897;2026-06-16\|26.62\|2.46\|25.01\|26.96\|24.90\|437114;2026-06-17\|31.94\|19.98\|27.57\|31.94\|27.57\|161751;2026-06-18\|29.56\|-7.45\|32.30\|32.30\|28.71\|528011;2026-06-22\|29.47\|-0.30\|30.36\|30.75\|28.35\|451908;2026-06-23\|28.79\|-2.31\|29.19\|29.49\|27.67\|271785;2026-06-24\|29.10\|1.08\|28.10\|30.18\|27.38\|369985;2026-06-25\|28.63\|-1.62\|30.18\|30.83\|27.90\|455081;2026-06-26\|30.22\|5.55\|27.91\|31.79\|27.66\|521261;2026-06-29\|29.33\|-2.95\|30.55\|32.33\|27.02\|448804;2026-06-30\|30.75\|4.84\|29.25\|30.90\|28.67\|429276;2026-07-01\|28.43\|-7.54\|29.00\|29.70\|27.02\|355582;2026-07-02\|26.60\|-6.44\|25.71\|27.89\|24.10\|295789;2026-07-03\|24.70\|-7.14\|26.00\|26.49\|24.53\|240974;2026-07-06\|23.21\|-6.03\|25.00\|25.13\|22.80\|228931;2026-07-07\|22.90\|-1.34\|23.00\|23.59\|22.33\|134888;2026-07-08\|21.73\|-5.11\|23.00\|23.28\|21.30\|143553;2026-07-09\|23.03\|5.98\|22.00\|23.14\|21.32\|163718;2026-07-10\|22.35\|-2.95\|23.29\|24.39\|22.26\|184393;2026-07-13\|20.09\|-10.11\|21.89\|22.77\|19.85\|162193;2026-07-14\|20.76\|3.33\|20.09\|21.00\|19.34\|135921;2026-07-15\|19.56\|-5.78\|20.60\|21.00\|19.42\|123439;2026-07-16\|18.15\|-7.21\|19.42\|19.69\|17.91\|154696;2026-07-17\|16.00\|-11.85\|18.16\|18.30\|15.78\|193670;2026-07-20\|13.89\|-13.19\|16.45\|16.68\|13.11\|256029;2026-07-21\|15.25\|9.79\|13.96\|15.38\|12.15\|286917;2026-07-22\|14.87\|-2.49\|14.87\|15.98\|14.57\|186704;2026-07-23\|14.49\|-2.56\|15.00\|15.39\|14.30\|149535;2026-07-24\|13.98\|-3.52\|14.13\|14.72\|13.84\|112650
24172	行业称MicroLED CPO开启数据中心互连新局，功耗降至铜缆5%	涨停揭秘：MicroLED巨量转移设备切入CPO光电共封装赛道，功耗优势显著，打开数据中心高速互连新市场；涨停缘由：推出巨量转移侧边膜材贴附设备，适配MicroLED CPO方案；芯片封装热处理设备已用于扇出型封装倒装焊接；行业共识MicroLED CPO可将互连功耗降至铜缆5%；资金逻辑：光通信与MicroLED双热点共振，4月6日主力资金净流入1.2亿元，占当日成交额38%，显示机构集中抢筹；风险提示：MicroLED CPO尚处技术验证阶段，产业链未形成规模化应用；公司该类设备订单尚未披露，商业化落地节奏存疑	1、公司主营产品中电子装联设备可应用于mini&micro LED的焊接及检测领域，半导体专用设备应用于mini&micro LED封装工艺，实现产品应用领域向Micro LED领域延伸，推出新产品巨量转移侧边膜材贴附设备等； 2、公司芯片封装热处理设备可以应用于扇出型封装领域的倒装芯片焊接工艺	2026-03-17\|23.86\|1.66\|23.60\|24.96\|23.12\|310461;2026-03-18\|25.56\|7.12\|23.70\|26.21\|23.65\|341043;2026-03-19\|24.58\|-3.83\|25.00\|25.97\|24.45\|243951;2026-03-20\|23.55\|-4.19\|24.64\|25.07\|23.52\|218959;2026-03-23\|21.79\|-7.47\|22.70\|23.07\|21.61\|159772;2026-03-24\|22.69\|4.13\|22.38\|22.76\|21.68\|120536;2026-03-25\|24.49\|7.93\|22.69\|24.73\|22.68\|213173;2026-03-26\|24.74\|1.02\|24.44\|25.23\|23.96\|208980;2026-03-27\|25.04\|1.21\|24.30\|26.20\|23.96\|204583;2026-03-30\|24.64\|-1.60\|24.52\|25.03\|24.30\|108311;2026-03-31\|23.40\|-5.03\|24.41\|24.50\|23.35\|130514;2026-04-01\|24.21\|3.46\|24.03\|25.08\|23.85\|133642;2026-04-02\|24.71\|2.07\|24.40\|25.58\|23.86\|173268;2026-04-03\|28.08\|13.64\|24.92\|28.68\|24.51\|423568;2026-04-07\|27.38\|-2.49\|27.58\|28.66\|27.03\|255285;2026-04-08\|28.40\|3.73\|28.36\|29.29\|27.77\|242299;2026-04-09\|27.37\|-3.63\|27.97\|28.16\|27.30\|190391;2026-04-10\|26.38\|-3.62\|27.24\|27.36\|26.27\|184609;2026-04-13\|25.89\|-1.86\|25.51\|25.99\|25.05\|174623;2026-04-14\|27.60\|6.60\|25.80\|27.69\|25.64\|261136;2026-04-15\|27.64\|0.14\|27.55\|28.90\|27.09\|241376;2026-04-16\|28.11\|1.70\|27.80\|28.54\|27.20\|206131;2026-04-17\|28.57\|1.64\|27.90\|28.88\|27.36\|219739;2026-04-20\|28.11\|-1.61\|28.29\|28.99\|27.40\|185536;2026-04-21\|27.66\|-1.60\|27.73\|28.16\|27.44\|125754;2026-04-22\|28.73\|3.87\|27.40\|28.78\|27.30\|189182;2026-04-23\|26.11\|-9.12\|28.74\|28.99\|25.20\|308089;2026-04-24\|25.76\|-1.34\|26.19\|27.04\|25.51\|139105;2026-04-27\|25.67\|-0.35\|25.77\|26.49\|25.05\|129642;2026-04-28\|25.05\|-2.42\|25.66\|25.66\|24.89\|110883;2026-04-29\|25.57\|2.08\|25.09\|26.47\|25.09\|112493;2026-04-30\|25.02\|-2.15\|25.64\|26.05\|24.93\|96827;2026-05-06\|26.04\|4.08\|25.38\|26.89\|25.33\|130877;2026-05-07\|29.09\|11.71\|26.20\|29.45\|25.85\|299100;2026-05-08\|30.25\|3.99\|29.33\|30.88\|28.70\|260222;2026-05-11\|31.86\|5.32\|30.07\|32.00\|29.90\|251991;2026-05-12\|31.30\|-1.76\|31.73\|32.21\|31.14\|152726;2026-05-13\|31.30\|0.00\|31.60\|32.12\|30.70\|128425;2026-05-14\|31.38\|0.26\|31.38\|33.36\|30.72\|197219;2026-05-15\|30.60\|-2.49\|31.38\|32.13\|30.00\|145760;2026-05-18\|32.39\|5.85\|30.58\|32.98\|30.08\|157813;2026-05-19\|32.19\|-0.62\|32.33\|32.40\|31.22\|117614;2026-05-20\|31.33\|-2.67\|32.19\|32.98\|30.60\|132275;2026-05-21\|29.90\|-4.56\|31.50\|32.22\|29.75\|134593;2026-05-22\|31.85\|6.52\|29.81\|32.49\|29.80\|146661;2026-05-25\|33.31\|4.58\|31.86\|34.05\|31.52\|198224;2026-05-26\|31.10\|-6.63\|33.47\|33.47\|30.70\|174723;2026-05-27\|30.50\|-1.93\|30.81\|32.00\|29.76\|135775;2026-05-28\|30.05\|-1.48\|29.75\|31.00\|28.85\|155547;2026-05-29\|29.35\|-2.33\|29.90\|30.73\|28.85\|146053;2026-06-01\|28.85\|-1.70\|29.55\|30.90\|28.75\|140587;2026-06-02\|28.70\|-0.52\|27.81\|29.38\|27.71\|119297;2026-06-03\|28.08\|-2.16\|28.70\|29.20\|27.60\|137681;2026-06-04\|28.11\|0.11\|27.83\|28.84\|27.63\|97116;2026-06-05\|29.75\|5.83\|28.01\|31.20\|27.39\|198772;2026-06-08\|33.20\|11.60\|28.35\|35.17\|28.20\|344741;2026-06-09\|35.20\|6.02\|34.30\|35.66\|33.20\|270285;2026-06-10\|38.58\|9.60\|35.91\|40.10\|35.50\|376324;2026-06-11\|37.44\|-2.95\|37.89\|38.70\|36.50\|226689;2026-06-12\|39.27\|4.89\|37.55\|41.00\|37.00\|291712;2026-06-15\|43.21\|10.03\|40.00\|43.52\|39.83\|282256;2026-06-16\|44.85\|3.80\|42.00\|45.98\|41.10\|286891;2026-06-17\|43.61\|-2.76\|43.47\|44.69\|43.00\|207112;2026-06-18\|44.64\|2.36\|43.73\|45.58\|43.13\|168522;2026-06-22\|42.22\|-5.42\|44.38\|44.44\|40.68\|223468;2026-06-23\|41.51\|-1.68\|42.10\|42.95\|40.69\|144204;2026-06-24\|41.12\|-0.94\|40.89\|41.69\|40.00\|102507;2026-06-25\|41.06\|-0.15\|41.00\|42.00\|40.38\|115583;2026-06-26\|38.46\|-6.33\|41.72\|42.95\|38.21\|226207;2026-06-29\|36.17\|-5.95\|38.48\|38.80\|35.15\|192253;2026-06-30\|37.65\|4.09\|36.14\|38.10\|35.93\|134511;2026-07-01\|35.85\|-4.78\|37.65\|38.26\|35.60\|126778;2026-07-02\|34.41\|-4.02\|35.27\|36.38\|34.25\|123277;2026-07-03\|33.74\|-1.95\|34.30\|35.12\|33.70\|98460;2026-07-06\|35.57\|5.42\|33.76\|36.23\|33.49\|197677;2026-07-07\|34.63\|-2.64\|35.55\|35.59\|33.61\|134041;2026-07-08\|30.77\|-11.15\|34.80\|35.20\|30.67\|193242;2026-07-09\|31.29\|1.69\|31.07\|31.41\|29.13\|146205;2026-07-10\|30.66\|-2.01\|32.02\|32.68\|30.58\|111290;2026-07-13\|29.27\|-4.53\|31.17\|33.12\|29.17\|163712;2026-07-14\|29.30\|0.10\|29.42\|30.30\|28.20\|134389;2026-07-15\|28.21\|-3.72\|29.82\|31.34\|28.02\|127877;2026-07-16\|26.38\|-6.49\|27.88\|28.20\|26.14\|144238;2026-07-17\|23.68\|-10.23\|26.14\|26.29\|23.32\|171145;2026-07-20\|21.02\|-11.23\|24.01\|24.26\|20.38\|179314;2026-07-21\|23.60\|12.27\|21.44\|23.70\|18.68\|253446;2026-07-22\|22.62\|-4.15\|23.45\|24.20\|22.49\|189047;2026-07-23\|22.43\|-0.84\|22.76\|23.18\|22.11\|93063;2026-07-24\|21.94\|-2.18\|22.29\|22.41\|21.45\|91475
24171	行业称MicroLED CPO开启数据中心互连新局，功耗降至铜缆5%	光学光电子+电子纸+一季报增长行业原因：京东方A 20日晚间发布公告，公司于当日与美国康宁公司签署合作备忘录，双方将围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等领域开展合作，备忘录有效期三年。公司原因： 1、据2026年5月21日09：27快讯，光学光电子板块高开，华灿光电、彩虹股份、五方光电等多股涨停。亚世光电主营业务为液晶显示及电子纸显示模组，属于光电显示产业。 2、据2026年5月15日机构调研，公司电子纸业务成为重要增长板块，越南电子纸产线处于产能爬坡阶段，产能利用率稳步提升，成本得到进一步控制。 3、据2026年4月27日披露的一季报，公司一季度营收2.36亿元，同比增长21.20%，归母净利润893.10万元，同比增长100.28%。	公司主营业务为研发、设计、生产和销售定制化液晶显示器及电子纸显示模组等光电显示产品，包括单色液晶显示器、TFT液晶显示器、电容式触模屏模组等，产品广泛应用于工控仪表、医疗仪器、白色家电、汽车显示、液晶光阀等领域，是三星、欧姆龙及GIGASET等众多国际知名企业供应商	2026-03-17\|24.90\|-5.22\|26.01\|26.25\|24.64\|91163;2026-03-18\|25.60\|2.81\|24.77\|27.00\|24.77\|100499;2026-03-19\|26.38\|3.05\|25.01\|26.98\|24.98\|139836;2026-03-20\|25.39\|-3.75\|26.39\|26.68\|25.36\|89537;2026-03-23\|24.70\|-2.72\|24.80\|25.37\|23.76\|85833;2026-03-24\|25.10\|1.62\|24.80\|25.18\|23.89\|84095;2026-03-25\|25.00\|-0.40\|25.27\|26.00\|24.81\|72661;2026-03-26\|23.49\|-6.04\|24.86\|24.99\|23.38\|75138;2026-03-27\|24.13\|2.72\|23.16\|24.20\|23.00\|56295;2026-03-30\|24.18\|0.21\|23.63\|24.18\|22.56\|56948;2026-03-31\|22.98\|-4.96\|23.93\|24.01\|22.94\|47473;2026-04-01\|23.64\|2.87\|23.40\|24.73\|23.33\|56833;2026-04-02\|22.89\|-3.17\|23.61\|24.05\|22.62\|55698;2026-04-03\|25.18\|10.00\|23.28\|25.18\|22.80\|109275;2026-04-07\|25.49\|1.23\|25.71\|26.28\|25.36\|147566;2026-04-08\|26.41\|3.61\|25.92\|26.88\|25.37\|151664;2026-04-09\|27.18\|2.92\|25.93\|27.20\|25.55\|138663;2026-04-10\|26.35\|-3.05\|26.78\|27.08\|26.30\|101163;2026-04-13\|26.13\|-0.83\|26.06\|26.55\|25.90\|57389;2026-04-14\|25.90\|-0.88\|26.32\|26.35\|25.79\|65431;2026-04-15\|26.29\|1.51\|26.00\|26.40\|25.82\|61969;2026-04-16\|25.93\|-1.37\|26.00\|26.16\|25.61\|55454;2026-04-17\|24.92\|-3.90\|25.72\|26.09\|24.24\|104820;2026-04-20\|24.81\|-0.44\|25.05\|25.80\|24.54\|83475;2026-04-21\|27.29\|10.00\|24.81\|27.29\|24.62\|110802;2026-04-22\|27.38\|0.33\|27.59\|28.17\|27.03\|193554;2026-04-23\|26.63\|-2.74\|27.32\|27.38\|26.40\|101260;2026-04-24\|26.98\|1.31\|26.90\|27.78\|26.55\|126371;2026-04-27\|28.87\|7.01\|26.84\|29.62\|26.73\|194773;2026-04-28\|27.99\|-3.05\|27.75\|28.28\|27.50\|106119;2026-04-29\|28.22\|0.82\|27.90\|28.22\|27.22\|94124;2026-04-30\|27.60\|-2.20\|28.00\|28.00\|27.09\|79206;2026-05-06\|28.72\|4.06\|27.80\|29.50\|27.34\|120365;2026-05-07\|28.64\|-0.28\|28.44\|29.35\|28.24\|103223;2026-05-08\|28.10\|-1.89\|28.25\|28.47\|27.68\|91647;2026-05-11\|29.11\|3.59\|28.10\|29.13\|27.75\|109251;2026-05-12\|27.68\|-4.91\|28.88\|28.88\|27.32\|84279;2026-05-13\|27.58\|-0.36\|27.20\|27.97\|26.42\|60504;2026-05-14\|28.54\|3.48\|27.58\|30.00\|26.80\|138395;2026-05-15\|29.89\|4.73\|28.43\|29.98\|27.50\|169526;2026-05-18\|29.22\|-2.24\|29.60\|29.60\|28.78\|95967;2026-05-19\|28.75\|-1.61\|29.13\|30.68\|28.45\|121091;2026-05-20\|26.79\|-6.82\|28.58\|28.71\|26.01\|118986;2026-05-21\|29.47\|10.00\|27.62\|29.47\|27.62\|140171;2026-05-22\|30.69\|4.14\|29.36\|30.97\|28.80\|232545;2026-05-25\|30.69\|0.00\|29.80\|30.81\|29.33\|154038;2026-05-26\|32.22\|4.99\|30.63\|33.74\|29.65\|206915;2026-05-27\|29.00\|-9.99\|30.07\|31.80\|29.00\|175744;2026-05-28\|30.08\|3.72\|28.07\|30.15\|26.69\|167761;2026-05-29\|27.07\|-10.01\|29.88\|29.95\|27.07\|118544;2026-06-01\|25.78\|-4.59\|25.36\|26.90\|25.15\|92283;2026-06-02\|25.45\|-1.28\|25.84\|25.90\|24.67\|71819;2026-06-03\|24.57\|-3.46\|25.46\|26.68\|24.22\|90548;2026-06-04\|23.99\|-2.36\|24.00\|24.55\|23.55\|76173;2026-06-05\|24.25\|1.08\|24.00\|25.05\|22.93\|83397;2026-06-08\|22.91\|-5.53\|23.72\|24.13\|22.71\|60936;2026-06-09\|23.80\|3.88\|23.40\|24.12\|22.80\|63355;2026-06-10\|23.20\|-2.52\|23.41\|23.54\|22.66\|51249;2026-06-11\|22.96\|-1.03\|22.99\|23.15\|22.22\|43144;2026-06-12\|23.22\|1.13\|23.36\|23.73\|22.73\|44764;2026-06-15\|23.72\|2.15\|23.20\|23.92\|23.19\|45493;2026-06-16\|24.15\|1.81\|23.76\|24.35\|23.22\|55835;2026-06-17\|24.55\|1.66\|23.86\|24.85\|23.80\|72481;2026-06-18\|23.14\|-5.74\|24.31\|24.31\|22.90\|83858;2026-06-22\|22.75\|-1.69\|23.05\|23.37\|22.30\|67378;2026-06-23\|23.60\|3.74\|22.70\|23.98\|22.59\|75524;2026-06-24\|22.56\|-4.41\|23.28\|23.50\|22.02\|56063;2026-06-25\|21.86\|-3.10\|22.56\|23.20\|21.65\|56121;2026-06-26\|21.97\|0.50\|21.65\|22.76\|21.50\|63551;2026-06-29\|21.02\|-4.32\|21.70\|22.01\|20.55\|52826;2026-06-30\|22.03\|4.80\|20.93\|22.57\|20.80\|56056;2026-07-01\|22.21\|0.82\|21.93\|22.57\|21.60\|48346;2026-07-02\|21.92\|-1.31\|21.85\|22.57\|21.42\|44169;2026-07-03\|21.80\|-0.55\|22.02\|22.14\|21.60\|33293;2026-07-06\|20.79\|-4.63\|22.03\|22.14\|20.76\|36041;2026-07-07\|20.28\|-2.45\|20.80\|20.94\|20.12\|30489;2026-07-08\|19.80\|-2.37\|20.33\|20.42\|19.62\|29490;2026-07-09\|19.92\|0.61\|19.80\|20.16\|19.17\|32042;2026-07-10\|20.02\|0.50\|19.88\|20.62\|19.82\|38436;2026-07-13\|18.96\|-5.29\|20.52\|20.52\|18.88\|44088;2026-07-14\|19.50\|2.85\|18.90\|19.65\|18.54\|38818;2026-07-15\|19.67\|0.87\|19.38\|19.87\|19.38\|33041;2026-07-16\|19.97\|1.53\|19.34\|20.41\|19.25\|34374;2026-07-17\|18.81\|-5.81\|19.94\|20.28\|18.76\|33194;2026-07-20\|17.70\|-5.90\|18.71\|19.13\|17.36\|45414;2026-07-21\|17.81\|0.62\|17.70\|17.92\|16.08\|47015;2026-07-22\|17.24\|-3.20\|17.70\|17.84\|16.96\|49663;2026-07-23\|17.78\|3.13\|17.12\|17.90\|17.05\|45133;2026-07-24\|17.74\|-0.23\|17.78\|18.18\|17.51\|37227
24170	工信部：推动全光交换等技术向产业园区用户侧延伸	光纤激光器+特种光纤+AI智能体+央企行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月3日锐科激光官微，公司发布搭载大语言模型的激光操作系统AI智能体“小锐”，以自然语言交互重构激光设备操作逻辑，融合十余年沉淀的激光工艺参数数据库，让激光切割、焊接等操作“开口即会”。 2、据2026年6月2日互动易，子公司睿芯公司产品可广泛应用于光纤激光、激光通信、星间激光通信等领域；据2026年5月15日机构调研，公司光通信领域重点布局光纤放大器相关业务，已研制耐辐照特种光纤并实现保偏光纤小批量供货。 3、据2025年年度报告，公司打造六大类激光器产品矩阵，研制出220kW超高功率光纤激光器等多款产品，2025年生产激光器18.91万台。 4、公司最终控制人为国务院国有资产监督管理委员会。	航天科工集团旗下，国内光纤激光器龙头，旗下睿芯光纤耐辐照特种光纤进入验证阶段，可为太空算力中心及卫星互联网提供国产化光通信核心器件	2026-03-17\|29.46\|-4.51\|30.99\|31.46\|29.40\|167729;2026-03-18\|29.92\|1.56\|30.04\|30.20\|28.95\|145748;2026-03-19\|28.78\|-3.81\|29.41\|29.57\|28.70\|135382;2026-03-20\|28.44\|-1.18\|29.01\|29.69\|28.40\|154470;2026-03-23\|26.33\|-7.42\|27.99\|28.38\|26.01\|181156;2026-03-24\|27.05\|2.73\|26.82\|27.15\|26.12\|134135;2026-03-25\|27.46\|1.52\|27.29\|28.00\|27.27\|120280;2026-03-26\|26.87\|-2.15\|28.10\|28.20\|26.77\|112260;2026-03-27\|27.06\|0.71\|26.52\|27.29\|26.43\|89491;2026-03-30\|27.57\|1.88\|26.78\|27.69\|26.61\|110513;2026-03-31\|26.96\|-2.21\|27.63\|27.88\|26.93\|104893;2026-04-01\|27.32\|1.34\|27.55\|27.65\|27.02\|88840;2026-04-02\|26.93\|-1.43\|27.10\|27.54\|26.70\|94604;2026-04-03\|29.85\|10.84\|27.05\|30.65\|26.74\|395728;2026-04-07\|29.68\|-0.57\|29.71\|30.64\|29.51\|249622;2026-04-08\|30.62\|3.17\|30.17\|30.83\|29.80\|258843;2026-04-09\|32.46\|6.01\|30.32\|33.00\|30.10\|419176;2026-04-10\|31.72\|-2.28\|32.62\|32.76\|31.68\|302364;2026-04-13\|32.81\|3.44\|32.38\|33.28\|32.02\|256832;2026-04-14\|33.60\|2.41\|32.83\|33.96\|32.67\|263066;2026-04-15\|32.35\|-3.72\|33.49\|33.49\|32.17\|215744;2026-04-16\|32.60\|0.77\|32.34\|32.95\|32.05\|158213;2026-04-17\|34.85\|6.90\|32.60\|35.48\|32.53\|418730;2026-04-20\|36.60\|5.02\|34.80\|37.43\|34.58\|429527;2026-04-21\|36.90\|0.82\|36.08\|37.50\|35.88\|279227;2026-04-22\|36.95\|0.14\|36.87\|37.43\|36.40\|207162;2026-04-23\|36.43\|-1.41\|37.24\|38.35\|36.33\|332546;2026-04-24\|35.44\|-2.72\|36.16\|36.99\|35.39\|307987;2026-04-27\|35.30\|-0.40\|35.74\|36.28\|35.17\|197628;2026-04-28\|34.05\|-3.54\|35.11\|35.49\|33.75\|219525;2026-04-29\|35.84\|5.26\|33.80\|36.83\|33.56\|321905;2026-04-30\|36.00\|0.45\|35.58\|36.44\|34.88\|236953;2026-05-06\|36.00\|0.00\|36.39\|36.64\|35.75\|265058;2026-05-07\|37.42\|3.94\|36.07\|37.91\|36.03\|318458;2026-05-08\|37.67\|0.67\|36.64\|38.06\|36.50\|244356;2026-05-11\|38.25\|1.54\|38.13\|39.16\|37.68\|326018;2026-05-12\|38.89\|1.67\|38.09\|39.18\|37.51\|396185;2026-05-13\|39.43\|1.39\|37.70\|39.54\|37.57\|364319;2026-05-14\|37.70\|-4.39\|39.66\|39.69\|37.59\|318626;2026-05-15\|37.27\|-1.14\|37.75\|38.38\|36.58\|268587;2026-05-18\|38.01\|1.99\|37.09\|39.29\|36.96\|293688;2026-05-19\|40.46\|6.45\|38.19\|40.89\|37.40\|450279;2026-05-20\|39.41\|-2.60\|39.99\|40.22\|38.65\|338808;2026-05-21\|37.81\|-4.06\|40.40\|41.37\|37.75\|454354;2026-05-22\|39.10\|3.41\|37.99\|40.08\|37.80\|306008;2026-05-25\|39.75\|1.66\|39.10\|39.99\|37.83\|324662;2026-05-26\|38.08\|-4.20\|39.28\|40.50\|36.95\|315322;2026-05-27\|36.21\|-4.91\|39.23\|41.48\|36.06\|471209;2026-05-28\|40.32\|11.35\|36.22\|41.80\|35.47\|581663;2026-05-29\|40.23\|-0.12\|41.81\|42.50\|39.80\|549873;2026-06-01\|39.10\|-2.81\|40.02\|41.55\|38.87\|395246;2026-06-02\|40.66\|3.99\|39.11\|42.28\|38.30\|453568;2026-06-03\|47.87\|17.73\|41.39\|48.79\|40.96\|894371;2026-06-04\|47.00\|-1.82\|47.81\|49.44\|46.40\|687565;2026-06-05\|46.33\|-1.43\|46.20\|48.98\|44.62\|669016;2026-06-08\|43.16\|-6.84\|43.93\|45.47\|42.68\|477592;2026-06-09\|45.15\|4.61\|44.77\|46.50\|44.40\|425326;2026-06-10\|46.98\|4.05\|44.04\|50.30\|43.60\|559660;2026-06-11\|48.85\|3.98\|46.67\|49.94\|46.18\|547820;2026-06-12\|47.96\|-1.82\|49.70\|52.26\|47.70\|661880;2026-06-15\|51.89\|8.19\|48.06\|52.80\|48.06\|528978;2026-06-16\|55.66\|7.27\|51.15\|57.36\|51.08\|548324;2026-06-17\|54.93\|-1.31\|54.00\|56.79\|53.51\|491564;2026-06-18\|54.05\|-1.60\|54.94\|57.10\|53.82\|387606;2026-06-22\|55.05\|1.85\|55.02\|56.49\|52.79\|475380;2026-06-23\|54.66\|-0.71\|54.54\|57.77\|52.79\|421120;2026-06-24\|52.83\|-3.35\|54.60\|55.45\|51.56\|427184;2026-06-25\|59.18\|12.02\|53.18\|59.44\|51.70\|572748;2026-06-26\|54.38\|-8.11\|57.98\|58.48\|53.45\|443425;2026-06-29\|51.60\|-5.11\|54.97\|56.11\|49.73\|410447;2026-06-30\|53.09\|2.89\|52.63\|54.15\|50.56\|331888;2026-07-01\|48.76\|-8.16\|52.90\|53.98\|48.05\|525083;2026-07-02\|46.33\|-4.98\|47.06\|48.98\|45.70\|333129;2026-07-03\|45.36\|-2.09\|46.00\|47.30\|44.75\|245803;2026-07-06\|43.05\|-5.09\|45.60\|46.28\|42.40\|238765;2026-07-07\|41.76\|-3.00\|42.87\|43.43\|41.10\|179762;2026-07-08\|40.30\|-3.50\|41.76\|42.33\|39.95\|213778;2026-07-09\|41.57\|3.15\|40.78\|41.92\|39.40\|235857;2026-07-10\|40.77\|-1.92\|41.70\|43.18\|40.77\|307128;2026-07-13\|36.77\|-9.81\|40.76\|40.76\|36.69\|278968;2026-07-14\|37.10\|0.90\|37.42\|37.72\|35.31\|215069;2026-07-15\|35.60\|-4.04\|37.60\|37.99\|35.40\|179056;2026-07-16\|34.06\|-4.33\|34.80\|36.19\|33.85\|203433;2026-07-17\|31.35\|-7.96\|34.01\|34.75\|31.22\|233444;2026-07-20\|29.97\|-4.40\|31.99\|32.55\|29.23\|263149;2026-07-21\|34.37\|14.68\|32.00\|34.56\|29.70\|450013;2026-07-22\|33.84\|-1.54\|34.30\|35.27\|33.59\|324090;2026-07-23\|34.11\|0.80\|34.18\|34.83\|33.57\|203440;2026-07-24\|33.19\|-2.70\|33.74\|34.00\|32.77\|172343
24169	工信部：推动全光交换等技术向产业园区用户侧延伸	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	2026-03-17\|75.49\|-7.47\|81.29\|81.29\|75.02\|43026;2026-03-18\|77.58\|2.77\|76.39\|78.65\|76.00\|31013;2026-03-19\|77.66\|0.10\|76.54\|81.41\|76.50\|39800;2026-03-20\|84.33\|8.59\|80.37\|92.32\|80.37\|103763;2026-03-23\|78.42\|-7.01\|81.07\|83.00\|78.10\|64625;2026-03-24\|82.86\|5.66\|81.19\|85.49\|79.88\|64685;2026-03-25\|87.55\|5.66\|87.05\|91.88\|85.30\|75533;2026-03-26\|95.35\|8.91\|87.17\|100.87\|85.00\|115014;2026-03-27\|93.23\|-2.22\|94.02\|95.87\|89.06\|71617;2026-03-30\|92.42\|-0.87\|91.15\|93.96\|90.91\|48192;2026-03-31\|86.00\|-6.95\|89.52\|89.99\|84.71\|56174;2026-04-01\|103.20\|20.00\|89.93\|103.20\|88.89\|109256;2026-04-02\|103.31\|0.11\|102.10\|106.29\|99.66\|112180;2026-04-03\|114.62\|10.95\|105.81\|117.50\|103.55\|127585;2026-04-07\|118.26\|3.18\|116.92\|129.80\|115.50\|128816;2026-04-08\|120.55\|1.94\|122.06\|123.29\|116.80\|122609;2026-04-09\|117.75\|-2.32\|117.85\|121.27\|114.65\|99981;2026-04-10\|114.02\|-3.17\|117.44\|118.78\|113.01\|86019;2026-04-13\|122.74\|7.65\|116.08\|129.79\|116.08\|114063;2026-04-14\|122.70\|-0.03\|123.71\|127.71\|121.65\|81389;2026-04-15\|121.08\|-1.32\|123.04\|127.13\|120.25\|60304;2026-04-16\|121.15\|0.06\|121.11\|122.80\|117.80\|61683;2026-04-17\|120.80\|-0.29\|121.69\|124.78\|115.61\|96645;2026-04-20\|117.13\|-3.04\|118.47\|120.00\|115.50\|76165;2026-04-21\|118.63\|1.28\|115.37\|119.35\|114.12\|63375;2026-04-22\|125.24\|5.57\|117.80\|131.40\|116.18\|96492;2026-04-23\|117.01\|-6.57\|123.55\|124.77\|115.28\|88077;2026-04-24\|113.58\|-2.93\|117.39\|122.57\|112.58\|51389;2026-04-27\|115.14\|1.37\|114.00\|117.00\|112.00\|49402;2026-04-28\|114.70\|-0.38\|113.10\|118.49\|109.60\|58369;2026-04-29\|111.84\|-2.49\|110.88\|119.80\|110.00\|54017;2026-04-30\|115.08\|2.90\|111.93\|118.63\|111.01\|59254;2026-05-06\|116.50\|1.23\|115.61\|117.88\|113.08\|63997;2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;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
24168	工信部：推动全光交换等技术向产业园区用户侧延伸	CPO订单+硅光设备+光伏龙头行业原因：当地时间周一，埃隆·马斯克旗下SpaceX在公司备忘录中确认与xAI合并，马斯克表示，此次收购旨在打造"地球内外最具雄心的垂直整合创新引擎"。公司原因： 1、据2026年1月27日公告，全资子公司ficonTEC再签547万美元单面晶圆测试设备量产订单，连同前期订单累计921.6万美元，占2024年营收超5.79%，显示CPO及OCS业务持续放量。 2、据2026年1月8日机构调研，ficonTEC为全球硅光、CPO生态链核心设备商，已交付亚太、北美、欧洲市场。 3、据2025年半年度报告，公司光伏电池片自动化设备市占率领先，产品覆盖PERC、TOPCon、HJT、XBC全技术路线，并与通威、天合、晶科等主流客户长期合作。	参股公司ficonTEC是光电子封测行业重要的设备提供商，为光芯片、光电子器件及光模块的自动化微组装、耦合以及测试市场客户提供高精度自动化设备和相关技术服务	2026-03-17\|339.79\|-10.33\|368.60\|370.44\|339.00\|106024;2026-03-18\|352.99\|3.88\|362.13\|365.00\|346.80\|69362;2026-03-19\|350.25\|-0.78\|349.00\|363.66\|347.00\|71122;2026-03-20\|362.50\|3.50\|365.01\|379.63\|362.20\|95112;2026-03-23\|338.88\|-6.52\|347.01\|357.00\|336.15\|76196;2026-03-24\|345.19\|1.86\|343.00\|346.99\|328.50\|64602;2026-03-25\|365.23\|5.81\|358.19\|375.87\|358.19\|83007;2026-03-26\|382.41\|4.70\|400.02\|404.00\|381.02\|118928;2026-03-27\|402.38\|5.22\|376.87\|415.00\|376.87\|106448;2026-03-30\|387.58\|-3.68\|399.11\|403.99\|381.80\|79117;2026-03-31\|380.61\|-1.80\|381.00\|396.21\|375.16\|70590;2026-04-01\|393.80\|3.47\|396.00\|398.96\|382.50\|75869;2026-04-02\|390.50\|-0.84\|393.81\|406.80\|387.29\|65204;2026-04-03\|434.00\|11.14\|408.00\|452.80\|406.90\|123119;2026-04-07\|436.00\|0.46\|433.51\|448.50\|427.80\|74478;2026-04-08\|475.28\|9.01\|450.00\|485.00\|447.00\|96448;2026-04-09\|488.25\|2.73\|478.00\|499.94\|477.00\|89341;2026-04-10\|494.00\|1.18\|497.52\|501.90\|483.38\|71745;2026-04-13\|495.17\|0.24\|485.30\|498.87\|475.58\|60468;2026-04-14\|482.26\|-2.61\|485.00\|492.99\|470.80\|83302;2026-04-15\|490.76\|1.76\|492.01\|514.00\|488.85\|73705;2026-04-16\|496.46\|1.16\|488.00\|499.75\|477.00\|48618;2026-04-17\|524.00\|5.55\|504.82\|528.88\|498.51\|89372;2026-04-20\|523.46\|-0.10\|524.00\|533.96\|510.88\|69595;2026-04-21\|541.36\|3.42\|518.05\|549.28\|518.00\|67789;2026-04-22\|556.20\|2.74\|540.01\|559.69\|536.38\|61138;2026-04-23\|515.88\|-7.25\|559.69\|566.00\|514.50\|97429;2026-04-24\|501.43\|-2.80\|515.50\|535.08\|500.05\|73852;2026-04-27\|518.50\|3.40\|507.01\|529.98\|494.04\|74404;2026-04-28\|506.05\|-2.40\|520.01\|525.33\|501.88\|52588;2026-04-29\|488.32\|-3.50\|483.00\|497.60\|483.00\|67219;2026-04-30\|482.10\|-1.27\|489.02\|492.98\|460.99\|86778;2026-05-06\|480.55\|-0.32\|490.00\|494.90\|471.70\|75859;2026-05-07\|510.32\|6.20\|506.00\|514.66\|488.15\|82589;2026-05-08\|519.20\|1.74\|495.74\|529.00\|495.74\|67342;2026-05-11\|512.30\|-1.33\|520.00\|522.56\|497.90\|77558;2026-05-12\|510.09\|-0.43\|524.00\|525.00\|507.00\|67396;2026-05-13\|539.67\|5.80\|497.99\|547.77\|497.80\|82031;2026-05-14\|589.00\|9.14\|598.00\|626.66\|580.88\|118269;2026-05-15\|589.98\|0.17\|605.00\|620.00\|580.79\|91437;2026-05-18\|582.00\|-1.35\|586.04\|598.00\|570.53\|80872;2026-05-19\|558.64\|-4.01\|568.25\|570.00\|543.98\|71533;2026-05-20\|566.48\|1.40\|554.98\|583.99\|548.00\|65971;2026-05-21\|524.00\|-7.50\|566.48\|569.80\|520.71\|78068;2026-05-22\|549.50\|4.87\|530.38\|552.00\|522.05\|69705;2026-05-25\|621.99\|13.19\|556.01\|625.00\|550.20\|108123;2026-05-26\|597.00\|-4.02\|619.00\|629.00\|588.88\|70464;2026-05-27\|633.01\|6.03\|625.00\|668.88\|625.00\|110072;2026-05-28\|650.01\|2.69\|653.00\|665.00\|635.10\|93200;2026-05-29\|639.30\|-1.65\|660.02\|688.00\|631.57\|77319;2026-06-01\|595.98\|-6.78\|634.75\|638.95\|587.81\|94437;2026-06-02\|650.59\|9.16\|607.30\|652.58\|591.27\|92540;2026-06-03\|687.65\|5.70\|695.00\|714.00\|663.98\|111302;2026-06-04\|685.64\|-0.29\|679.67\|691.00\|666.36\|64519;2026-06-05\|648.98\|-5.35\|677.00\|704.01\|641.80\|86603;2026-06-08\|609.01\|-6.16\|610.00\|627.62\|601.68\|70847;2026-06-09\|627.01\|2.96\|622.00\|636.66\|612.00\|55771;2026-06-10\|616.02\|-1.75\|595.00\|622.99\|581.56\|59188;2026-06-11\|620.00\|0.65\|612.01\|636.80\|603.43\|59830;2026-06-12\|600.00\|-3.23\|636.00\|640.00\|598.21\|74600;2026-06-15\|636.66\|6.11\|608.80\|637.03\|582.01\|70698;2026-06-16\|650.00\|2.10\|630.32\|658.28\|626.80\|71398;2026-06-17\|660.21\|1.57\|682.58\|682.58\|646.46\|78493;2026-06-18\|666.00\|0.88\|647.89\|668.46\|641.11\|78055;2026-06-22\|609.00\|-8.56\|655.50\|656.00\|595.00\|135534;2026-06-23\|578.20\|-5.06\|602.91\|618.77\|570.55\|82833;2026-06-24\|602.50\|4.20\|575.00\|604.00\|567.08\|77532;2026-06-25\|647.00\|7.39\|597.00\|673.65\|596.48\|104862;2026-06-26\|587.90\|-9.13\|634.10\|643.36\|587.00\|84790;2026-06-29\|580.98\|-1.18\|580.00\|606.80\|559.66\|61441;2026-06-30\|619.00\|6.54\|592.00\|620.98\|586.00\|62982;2026-07-01\|580.52\|-6.22\|612.00\|618.88\|576.00\|66995;2026-07-02\|529.27\|-8.83\|558.00\|562.00\|526.06\|66193;2026-07-03\|512.73\|-3.13\|528.00\|535.89\|509.54\|54189;2026-07-06\|494.30\|-3.59\|513.28\|515.00\|475.01\|66148;2026-07-07\|487.00\|-1.48\|492.48\|499.17\|477.70\|40336;2026-07-08\|475.20\|-2.42\|495.00\|505.83\|473.00\|46079;2026-07-09\|521.27\|9.69\|484.65\|522.98\|470.00\|76563;2026-07-10\|489.00\|-6.19\|524.00\|536.00\|488.44\|59324;2026-07-13\|482.00\|-1.43\|485.76\|495.88\|475.99\|51462;2026-07-14\|495.50\|2.80\|482.00\|502.00\|467.70\|55920;2026-07-15\|500.60\|1.03\|515.00\|531.80\|498.00\|73123;2026-07-16\|472.60\|-5.59\|479.50\|499.96\|465.89\|50802;2026-07-17\|413.00\|-12.61\|464.91\|474.33\|409.99\|82271;2026-07-20\|373.10\|-9.66\|425.00\|429.00\|360.00\|104325;2026-07-21\|440.00\|17.93\|391.99\|443.80\|367.95\|114269;2026-07-22\|432.99\|-1.59\|430.63\|459.00\|429.88\|76256;2026-07-23\|420.70\|-2.84\|437.96\|444.45\|417.71\|54251;2026-07-24\|411.96\|-2.08\|415.80\|421.99\|407.03\|40458
24167	工信部：推动全光交换等技术向产业园区用户侧延伸	光通信+机器人+光电集成封测行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月28日公告，公司拟与赛勒光电签署《合作协议》，联合开发光通信模块的光引擎产品。并拟进一步合作，共同投资设立合资公司，主要从事光引擎产品、车载光通信模块、星间光通信模块、OCS、OIO等前沿光通信技术及关键产品的研发、制造及销售以及海外交付的PIC芯片封测及销售等业务。 2、据2025年年度报告，公司光电集成传感器封测业务已在机器人、智能驾驶等场景实现翻倍增长，全年通过20余家客户审厂并批量供货头部客户。 3、据2025年年度报告，公司掌握光电共封、SiPM先进封装等“卡脖子”技术，具备向光通信领域拓展的技术储备，并构建“光电集成封测—光电智能传感器—智能场景解决方案”全链自研体系。	公司光传感器集成封测有微型的光电共封工艺线，可为光通信CPO提供扎实的研发基础	2026-03-17\|14.68\|-5.05\|15.34\|15.38\|14.61\|148375;2026-03-18\|15.25\|3.88\|14.69\|15.27\|14.69\|128147;2026-03-19\|14.79\|-3.02\|15.00\|15.10\|14.70\|79233;2026-03-20\|14.60\|-1.28\|14.86\|15.24\|14.60\|125291;2026-03-23\|13.93\|-4.59\|14.10\|14.65\|13.80\|105429;2026-03-24\|14.31\|2.73\|14.33\|14.35\|13.62\|82163;2026-03-25\|14.48\|1.19\|14.40\|14.71\|14.30\|76289;2026-03-26\|13.73\|-5.18\|14.45\|14.61\|13.67\|92962;2026-03-27\|13.96\|1.68\|13.69\|13.96\|13.20\|70286;2026-03-30\|13.70\|-1.86\|13.65\|13.85\|13.27\|61508;2026-03-31\|13.21\|-3.58\|13.62\|13.70\|13.20\|63736;2026-04-01\|13.49\|2.12\|13.45\|13.69\|13.23\|61700;2026-04-02\|14.93\|10.67\|13.47\|15.95\|13.35\|414642;2026-04-03\|16.61\|11.25\|16.23\|17.18\|15.23\|677030;2026-04-07\|15.14\|-8.85\|16.22\|16.45\|14.96\|476594;2026-04-08\|15.87\|4.82\|15.41\|15.98\|15.22\|364419;2026-04-09\|16.74\|5.48\|15.63\|17.00\|15.25\|518090;2026-04-10\|16.67\|-0.42\|16.74\|17.08\|16.04\|372293;2026-04-13\|16.52\|-0.90\|16.50\|16.85\|16.19\|258342;2026-04-14\|17.81\|7.81\|17.02\|18.18\|16.81\|510608;2026-04-15\|18.01\|1.12\|18.17\|18.40\|17.45\|321476;2026-04-16\|17.41\|-3.33\|18.01\|18.02\|17.28\|240853;2026-04-17\|18.66\|7.18\|17.18\|18.98\|17.00\|376713;2026-04-20\|16.52\|-11.47\|18.28\|18.37\|16.06\|526436;2026-04-21\|17.52\|6.05\|16.22\|17.52\|16.01\|444378;2026-04-22\|17.04\|-2.74\|17.29\|17.48\|16.82\|230906;2026-04-23\|16.50\|-3.17\|16.99\|17.00\|16.21\|173486;2026-04-24\|16.73\|1.39\|16.03\|17.45\|15.99\|246686;2026-04-27\|17.60\|5.20\|16.32\|18.05\|16.09\|287670;2026-04-28\|16.99\|-3.47\|17.61\|17.80\|16.89\|196069;2026-04-29\|20.39\|20.01\|20.39\|20.39\|20.39\|88508;2026-04-30\|24.47\|20.01\|24.47\|24.47\|24.00\|368278;2026-05-06\|24.57\|0.41\|24.99\|25.39\|22.77\|864441;2026-05-07\|24.77\|0.81\|24.98\|25.98\|23.70\|798390;2026-05-08\|24.99\|0.89\|23.78\|26.06\|23.76\|602934;2026-05-11\|25.01\|0.08\|25.02\|25.55\|23.39\|594984;2026-05-12\|28.46\|13.79\|26.76\|30.00\|24.93\|869945;2026-05-13\|30.73\|7.98\|28.65\|33.30\|28.65\|817047;2026-05-14\|31.85\|3.64\|31.83\|33.29\|30.08\|711129;2026-05-15\|35.26\|10.71\|34.36\|36.68\|33.53\|700521;2026-05-18\|35.20\|-0.17\|34.00\|36.28\|33.10\|613471;2026-05-19\|42.24\|20.00\|33.34\|42.24\|32.52\|754613;2026-05-20\|39.29\|-6.98\|41.20\|41.25\|38.68\|586521;2026-05-21\|35.66\|-9.24\|40.49\|41.75\|35.15\|699317;2026-05-22\|36.68\|2.86\|36.71\|37.67\|34.28\|634549;2026-05-25\|38.06\|3.76\|36.01\|38.40\|33.05\|668839;2026-05-26\|32.66\|-14.19\|36.30\|36.48\|32.00\|562018;2026-05-27\|31.33\|-4.07\|32.10\|33.09\|30.64\|472651;2026-05-28\|30.95\|-1.21\|30.82\|31.38\|29.45\|398036;2026-05-29\|27.98\|-9.60\|30.95\|30.95\|27.70\|442160;2026-06-01\|26.82\|-4.15\|27.60\|28.78\|26.54\|310608;2026-06-02\|27.71\|3.32\|26.83\|28.16\|25.73\|349144;2026-06-03\|28.30\|2.13\|29.44\|30.48\|27.85\|564424;2026-06-04\|28.73\|1.52\|28.34\|30.46\|28.21\|442449;2026-06-05\|27.58\|-4.00\|27.32\|28.88\|27.30\|332471;2026-06-08\|26.78\|-2.90\|25.74\|28.50\|25.66\|296421;2026-06-09\|27.30\|1.94\|27.16\|27.50\|26.26\|257325;2026-06-10\|26.50\|-2.93\|26.33\|26.67\|25.67\|230277;2026-06-11\|26.72\|0.83\|26.30\|27.68\|26.00\|309633;2026-06-12\|25.36\|-5.09\|27.20\|27.39\|25.28\|305841;2026-06-15\|28.81\|13.60\|25.88\|28.90\|25.88\|441834;2026-06-16\|28.78\|-0.10\|28.53\|28.98\|27.86\|323495;2026-06-17\|29.43\|2.26\|27.90\|30.20\|27.81\|429571;2026-06-18\|31.48\|6.97\|29.10\|31.85\|29.00\|508912;2026-06-22\|34.43\|9.37\|31.88\|36.00\|31.03\|534097;2026-06-23\|31.33\|-9.00\|33.50\|33.50\|30.68\|372023;2026-06-24\|30.58\|-2.39\|31.01\|31.70\|29.58\|338158;2026-06-25\|31.57\|3.24\|30.99\|31.61\|29.30\|378030;2026-06-26\|28.50\|-9.44\|30.50\|31.01\|28.48\|252523;2026-06-29\|29.36\|3.02\|27.90\|30.80\|27.90\|241042;2026-06-30\|28.55\|-2.76\|28.50\|29.44\|26.91\|280284;2026-07-01\|27.16\|-4.87\|28.62\|28.80\|26.50\|301808;2026-07-02\|25.72\|-5.30\|25.79\|27.00\|25.40\|224890;2026-07-03\|24.85\|-3.38\|25.61\|25.77\|24.27\|228797;2026-07-06\|23.58\|-5.11\|24.79\|25.19\|23.41\|185737;2026-07-07\|22.54\|-4.41\|23.49\|23.63\|22.00\|155157;2026-07-08\|21.53\|-4.48\|22.52\|22.70\|21.28\|153427;2026-07-09\|22.29\|3.53\|21.96\|22.37\|20.70\|173390;2026-07-10\|21.58\|-3.19\|22.50\|23.79\|21.58\|195607;2026-07-13\|19.91\|-7.74\|21.39\|21.84\|19.86\|166311;2026-07-14\|20.92\|5.07\|19.91\|21.28\|19.37\|192402;2026-07-15\|20.15\|-3.68\|21.20\|21.37\|20.07\|120556;2026-07-16\|19.43\|-3.57\|19.85\|20.45\|19.23\|126603;2026-07-17\|17.53\|-9.78\|19.48\|19.65\|17.20\|221296;2026-07-20\|15.51\|-11.52\|18.65\|18.82\|15.12\|216104;2026-07-21\|16.49\|6.32\|15.82\|16.54\|13.51\|270375;2026-07-22\|16.40\|-0.55\|16.26\|17.04\|16.08\|207585;2026-07-23\|16.46\|0.37\|16.49\|16.91\|16.09\|137576;2026-07-24\|16.06\|-2.43\|16.20\|16.64\|15.91\|109175
24166	工信部：推动全光交换等技术向产业园区用户侧延伸	薄膜铌酸锂+光通讯器件+珠海国资+指数调入行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年4月1日投资者关系活动记录表，薄膜铌酸锂具备高带宽、低损耗、高线性度等优势，与CPO技术发展方向高度适配；公司已掌握芯片设计、制程、封装和测试等核心技术，具备开发高达800Gbps及以上速率的薄膜铌酸锂调制器芯片和器件的关键能力。 2、据2025年年度报告及2026年4月23日公告，公司2025年光通讯器件销售收入同比增长100.37%，2026年一季度归母净利润4473.64万元，同比增长312.52%；公司最终控制人为珠海市人民政府国有资产监督管理委员会。 3、据中国基金报2026年6月14日报道，深交所决定于2026年6月15日对创业板指、创业板50等指数实施样本股定期调整，光库科技获调入。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-03-17\|150.80\|-10.61\|165.00\|165.00\|150.80\|206072;2026-03-18\|153.26\|1.63\|153.00\|154.85\|149.02\|112840;2026-03-19\|149.98\|-2.14\|149.00\|152.98\|148.00\|88363;2026-03-20\|163.80\|9.21\|153.68\|175.00\|153.68\|371018;2026-03-23\|167.91\|2.51\|160.01\|173.99\|158.78\|272475;2026-03-24\|179.73\|7.04\|170.00\|180.80\|161.50\|295003;2026-03-25\|184.52\|2.67\|188.72\|194.94\|178.00\|275006;2026-03-26\|179.08\|-2.95\|184.00\|186.58\|178.66\|155521;2026-03-27\|194.47\|8.59\|175.00\|199.99\|172.33\|278957;2026-03-30\|188.50\|-3.07\|188.73\|193.65\|185.60\|166987;2026-03-31\|178.03\|-5.55\|185.22\|185.66\|175.40\|170608;2026-04-01\|186.99\|5.03\|184.96\|187.80\|177.50\|175935;2026-04-02\|200.07\|7.00\|189.99\|212.26\|188.88\|247494;2026-04-03\|222.96\|11.44\|205.00\|229.90\|205.00\|243933;2026-04-07\|219.30\|-1.64\|222.25\|227.90\|217.00\|177527;2026-04-08\|222.02\|1.24\|231.00\|233.30\|214.00\|264458;2026-04-09\|231.11\|4.09\|218.03\|236.01\|218.03\|228782;2026-04-10\|232.88\|0.77\|231.11\|242.78\|223.34\|235010;2026-04-13\|226.75\|-2.63\|226.68\|230.80\|223.61\|176201;2026-04-14\|230.60\|1.70\|228.00\|238.80\|224.01\|213016;2026-04-15\|227.45\|-1.37\|228.53\|235.60\|226.26\|176971;2026-04-16\|231.06\|1.59\|224.90\|236.80\|224.90\|143633;2026-04-17\|251.83\|8.99\|238.16\|260.55\|235.80\|272870;2026-04-20\|250.92\|-0.36\|250.00\|262.98\|244.44\|225666;2026-04-21\|256.82\|2.35\|245.00\|259.00\|243.00\|180655;2026-04-22\|274.52\|6.89\|259.08\|279.86\|256.00\|228109;2026-04-23\|246.93\|-10.05\|280.20\|282.30\|242.00\|327375;2026-04-24\|237.84\|-3.68\|242.03\|246.66\|230.60\|228575;2026-04-27\|239.70\|0.78\|242.00\|246.06\|236.00\|166778;2026-04-28\|238.70\|-0.42\|236.92\|245.63\|235.00\|120362;2026-04-29\|235.25\|-1.45\|233.18\|241.50\|233.01\|118192;2026-04-30\|237.96\|1.15\|239.99\|243.50\|233.05\|115644;2026-05-06\|247.36\|3.95\|241.00\|252.45\|240.60\|185606;2026-05-07\|259.81\|5.03\|247.43\|260.00\|238.90\|198044;2026-05-08\|259.10\|-0.27\|250.00\|264.98\|248.02\|168595;2026-05-11\|266.06\|2.69\|263.90\|271.66\|254.00\|173623;2026-05-12\|261.58\|-1.61\|271.99\|278.66\|257.50\|163884;2026-05-13\|276.88\|5.85\|252.97\|279.87\|251.10\|188574;2026-05-14\|286.63\|3.52\|284.18\|303.80\|280.55\|209754;2026-05-15\|272.02\|-5.10\|292.08\|298.00\|260.00\|243640;2026-05-18\|274.99\|1.09\|270.03\|285.48\|265.95\|169181;2026-05-19\|269.93\|-1.84\|272.34\|278.80\|256.50\|151602;2026-05-20\|269.50\|-0.16\|270.28\|271.71\|260.01\|128396;2026-05-21\|249.90\|-7.27\|273.80\|275.40\|249.01\|147367;2026-05-22\|266.18\|6.51\|254.19\|270.85\|254.10\|151493;2026-05-25\|272.80\|2.49\|270.00\|273.03\|258.09\|154812;2026-05-26\|252.98\|-7.27\|269.99\|270.00\|247.90\|167237;2026-05-27\|259.84\|2.71\|249.22\|273.50\|245.13\|202889;2026-05-28\|292.99\|12.76\|256.00\|297.12\|253.20\|282192;2026-05-29\|278.78\|-4.85\|291.54\|292.00\|271.00\|224694;2026-06-01\|278.65\|-0.05\|275.99\|296.80\|272.72\|200101;2026-06-02\|320.02\|14.85\|284.15\|323.33\|283.00\|285909;2026-06-03\|337.06\|5.32\|333.00\|351.00\|329.54\|271001;2026-06-04\|319.26\|-5.28\|329.39\|335.39\|318.00\|180770;2026-06-05\|320.30\|0.33\|324.00\|359.73\|318.00\|232549;2026-06-08\|299.67\|-6.44\|300.00\|309.40\|290.96\|174855;2026-06-09\|308.65\|3.00\|303.00\|311.99\|293.32\|184718;2026-06-10\|286.60\|-7.14\|293.01\|293.77\|282.00\|147310;2026-06-11\|293.45\|2.39\|284.40\|303.66\|284.00\|148483;2026-06-12\|285.88\|-2.58\|301.00\|303.00\|285.30\|148217;2026-06-15\|343.05\|20.00\|292.50\|343.06\|292.42\|253183;2026-06-16\|392.49\|14.41\|359.02\|395.50\|359.02\|269384;2026-06-17\|395.20\|0.69\|379.10\|404.98\|379.10\|158397;2026-06-18\|390.80\|-1.11\|390.50\|396.20\|382.26\|134070;2026-06-22\|391.98\|0.30\|396.80\|399.12\|373.20\|163247;2026-06-23\|384.52\|-1.90\|388.83\|399.87\|371.80\|136079;2026-06-24\|406.00\|5.59\|385.19\|413.30\|385.19\|169813;2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459;2026-07-13\|270.76\|-6.89\|285.01\|290.82\|269.28\|123554;2026-07-14\|287.78\|6.29\|273.32\|289.00\|261.00\|121552;2026-07-15\|287.78\|0.00\|296.41\|307.98\|286.30\|114810;2026-07-16\|273.00\|-5.14\|282.20\|287.60\|262.18\|94000;2026-07-17\|238.90\|-12.49\|269.29\|271.00\|237.80\|114442;2026-07-20\|214.12\|-10.37\|250.00\|254.80\|204.44\|131789;2026-07-21\|242.35\|13.18\|220.01\|243.50\|184.35\|186549;2026-07-22\|234.39\|-3.28\|240.10\|252.90\|232.98\|135277;2026-07-23\|229.42\|-2.12\|239.07\|245.00\|227.07\|89969;2026-07-24\|230.05\|0.27\|228.40\|239.80\|219.02\|99664
24165	工信部：推动全光交换等技术向产业园区用户侧延伸	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-03-17\|53.87\|-3.77\|56.00\|56.14\|53.82\|32053;2026-03-18\|59.76\|10.93\|53.88\|60.21\|53.00\|70673;2026-03-19\|60.50\|1.24\|57.11\|62.74\|56.89\|90449;2026-03-20\|65.96\|9.02\|61.00\|72.60\|61.00\|156669;2026-03-23\|61.00\|-7.52\|61.59\|65.30\|59.99\|113543;2026-03-24\|66.12\|8.39\|62.09\|68.00\|58.88\|112139;2026-03-25\|70.46\|6.56\|71.67\|75.77\|69.51\|116543;2026-03-26\|76.25\|8.22\|69.03\|80.50\|69.03\|120470;2026-03-27\|75.10\|-1.51\|74.21\|78.45\|71.40\|95895;2026-03-30\|74.49\|-0.81\|73.00\|76.87\|72.01\|73888;2026-03-31\|68.35\|-8.24\|73.88\|74.00\|68.33\|81753;2026-04-01\|76.60\|12.07\|70.00\|76.60\|69.16\|91120;2026-04-02\|76.96\|0.47\|74.47\|79.39\|73.47\|84457;2026-04-03\|86.99\|13.03\|78.80\|89.58\|78.30\|118945;2026-04-07\|86.43\|-0.64\|86.55\|88.80\|82.55\|83976;2026-04-08\|91.87\|6.29\|89.80\|99.99\|88.94\|130393;2026-04-09\|87.68\|-4.56\|89.18\|90.98\|84.55\|88894;2026-04-10\|86.00\|-1.92\|88.00\|88.87\|84.50\|91134;2026-04-13\|85.34\|-0.77\|85.09\|88.30\|84.68\|60180;2026-04-14\|83.88\|-1.71\|84.68\|86.68\|82.91\|68907;2026-04-15\|81.28\|-3.10\|83.91\|84.70\|80.59\|57624;2026-04-16\|82.05\|0.95\|81.29\|82.60\|79.90\|44271;2026-04-17\|81.93\|-0.15\|83.99\|85.40\|80.77\|68390;2026-04-20\|89.04\|8.68\|81.83\|89.17\|80.03\|99894;2026-04-21\|92.22\|3.57\|88.00\|98.50\|87.84\|98652;2026-04-22\|99.71\|8.12\|93.33\|100.90\|93.33\|75678;2026-04-23\|94.68\|-5.04\|99.70\|100.90\|93.80\|60349;2026-04-24\|93.22\|-1.54\|94.63\|98.51\|92.08\|52891;2026-04-27\|91.90\|-1.42\|94.00\|94.67\|89.72\|36520;2026-04-28\|90.20\|-1.85\|94.00\|95.39\|89.30\|41505;2026-04-29\|96.59\|7.08\|90.72\|97.22\|90.01\|51097;2026-04-30\|88.88\|-7.98\|97.00\|97.00\|85.30\|71797;2026-05-06\|90.47\|1.79\|89.50\|94.56\|87.81\|51828;2026-05-07\|98.72\|9.12\|92.27\|99.15\|88.66\|58056;2026-05-08\|107.30\|8.69\|98.20\|107.30\|97.14\|69143;2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090
24164	工信部：推动全光交换等技术向产业园区用户侧延伸	OCS订单+光通信+商业航天行业原因： 1、据上海证券报1月22日报道，有消息爆料称，马斯克正积极推进SpaceX的IPO计划，其目标是在今年7月之前完成IPO。 2、银河证券研报称，商业航天产业方兴未艾，正迈入需求侧与供给侧双向发力的黄金时代。公司原因： 1、据2026年1月21日公告，公司签订1280万美元二维准直器阵列订单，产品直供OCS光交换机厂商，用于AI算力中心及超大规模光互联网络。 2、据2026年1月12日投资者关系活动记录，公司大尺寸纯YVO4晶体已量产，OCS光学元组件具备技术先发优势，订单充裕并加速扩产。 3、据2026年1月12日投资者关系活动记录，公司的精密光学元组件产品能够满足商业航天卫星激光通信领域严苛的工作环境要求，已有小批量产品向客户交付并开展验证。	公司签订约8915万元光通信领域高端光器件销售订单	2026-03-17\|212.00\|-8.63\|227.50\|227.98\|209.01\|71776;2026-03-18\|218.36\|3.00\|217.74\|220.49\|212.51\|49349;2026-03-19\|214.90\|-1.58\|213.00\|220.20\|212.66\|51030;2026-03-20\|234.11\|8.94\|221.92\|254.00\|221.61\|158527;2026-03-23\|243.00\|3.80\|225.39\|254.04\|225.39\|116495;2026-03-24\|267.00\|9.88\|250.00\|271.50\|237.90\|111940;2026-03-25\|279.00\|4.49\|272.00\|284.92\|267.11\|103772;2026-03-26\|265.79\|-4.73\|270.50\|278.78\|263.00\|80498;2026-03-27\|294.00\|10.61\|255.00\|296.33\|252.37\|105746;2026-03-30\|284.50\|-3.23\|285.12\|289.12\|272.00\|85568;2026-03-31\|270.54\|-4.91\|274.90\|278.50\|263.50\|75542;2026-04-01\|287.37\|6.22\|285.13\|288.85\|268.50\|89312;2026-04-02\|284.28\|-1.08\|279.01\|295.83\|278.00\|68798;2026-04-03\|338.93\|19.22\|299.85\|340.14\|299.15\|111914;2026-04-07\|328.00\|-3.22\|332.00\|336.00\|315.18\|92424;2026-04-08\|339.00\|3.35\|347.88\|350.00\|321.00\|104218;2026-04-09\|331.10\|-2.33\|331.05\|341.50\|325.60\|85702;2026-04-10\|326.09\|-1.51\|333.02\|345.99\|322.00\|87494;2026-04-13\|328.81\|0.83\|324.00\|335.00\|312.46\|76638;2026-04-14\|333.28\|1.36\|328.81\|349.68\|325.57\|87178;2026-04-15\|341.50\|2.47\|337.98\|354.64\|332.98\|74214;2026-04-16\|342.26\|0.22\|338.09\|348.66\|326.00\|68584;2026-04-17\|358.00\|4.60\|347.00\|362.00\|342.01\|89157;2026-04-20\|353.62\|-1.22\|355.49\|384.48\|350.05\|102953;2026-04-21\|378.10\|6.92\|346.35\|388.80\|346.35\|109644;2026-04-22\|397.11\|5.03\|378.07\|398.77\|377.38\|87069;2026-04-23\|363.00\|-8.59\|400.26\|429.09\|349.85\|154759;2026-04-24\|345.00\|-4.96\|359.98\|361.98\|335.10\|102820;2026-04-27\|339.65\|-1.55\|342.03\|348.80\|334.10\|70032;2026-04-28\|325.00\|-4.31\|339.00\|345.00\|320.00\|78175;2026-04-29\|323.76\|-0.38\|323.00\|331.50\|315.50\|54996;2026-04-30\|332.00\|2.55\|331.23\|338.23\|320.07\|74559;2026-05-06\|337.90\|1.78\|336.00\|351.00\|333.02\|75565;2026-05-07\|361.98\|7.13\|338.00\|362.88\|332.58\|82823;2026-05-08\|372.50\|2.91\|351.87\|373.80\|348.00\|71639;2026-05-11\|375.60\|0.83\|376.00\|382.50\|360.06\|72464;2026-05-12\|366.01\|-2.55\|379.80\|394.90\|361.22\|79676;2026-05-13\|373.66\|2.09\|355.00\|378.32\|350.01\|77556;2026-05-14\|367.00\|-1.78\|374.68\|388.00\|367.00\|75663;2026-05-15\|348.92\|-4.93\|366.00\|381.50\|340.00\|69169;2026-05-18\|349.09\|0.05\|341.70\|356.80\|337.01\|48162;2026-05-19\|331.08\|-5.16\|343.28\|343.28\|318.99\|60978;2026-05-20\|349.07\|5.43\|330.48\|354.00\|320.00\|77277;2026-05-21\|320.97\|-8.05\|350.00\|352.00\|320.00\|62420;2026-05-22\|332.10\|3.47\|327.39\|340.00\|324.82\|55149;2026-05-25\|332.03\|-0.02\|335.00\|336.00\|323.01\|53962;2026-05-26\|323.80\|-2.48\|333.00\|333.00\|316.80\|51204;2026-05-27\|326.65\|0.88\|322.38\|342.95\|319.08\|74550;2026-05-28\|341.42\|4.52\|325.00\|344.95\|322.02\|77286;2026-05-29\|233.90\|-4.04\|242.30\|248.88\|231.00\|71029;2026-06-01\|220.71\|-5.64\|233.90\|233.90\|214.00\|78711;2026-06-02\|231.82\|5.03\|221.80\|236.88\|214.80\|78414;2026-06-03\|246.00\|6.12\|243.38\|249.99\|235.00\|121357;2026-06-04\|236.69\|-3.78\|235.00\|245.60\|229.00\|114266;2026-06-05\|241.80\|2.16\|231.00\|252.00\|231.00\|120842;2026-06-08\|215.00\|-11.08\|228.27\|228.27\|212.00\|92030;2026-06-09\|212.33\|-1.24\|221.28\|223.80\|202.67\|147719;2026-06-10\|188.85\|-11.06\|205.01\|205.96\|187.08\|151954;2026-06-11\|191.30\|1.30\|189.81\|196.00\|189.00\|86775;2026-06-12\|189.94\|-0.71\|195.50\|201.66\|188.83\|101540;2026-06-15\|208.47\|9.76\|190.56\|209.88\|190.56\|129345;2026-06-16\|213.64\|2.48\|208.47\|215.38\|203.02\|116135;2026-06-17\|210.82\|-1.32\|208.87\|212.82\|205.36\|90903;2026-06-18\|212.54\|0.82\|211.00\|215.99\|208.68\|103063;2026-06-22\|207.70\|-2.28\|215.00\|215.00\|198.70\|125987;2026-06-23\|198.80\|-4.29\|207.00\|207.40\|196.00\|77483;2026-06-24\|207.81\|4.53\|198.80\|209.49\|195.00\|82951;2026-06-25\|204.10\|-1.79\|209.00\|212.48\|201.37\|78150;2026-06-26\|187.60\|-8.08\|200.50\|200.80\|186.00\|93077;2026-06-29\|183.95\|-1.95\|188.64\|192.71\|174.90\|89404;2026-06-30\|192.58\|4.69\|185.98\|195.28\|180.49\|72163;2026-07-01\|189.50\|-1.60\|191.13\|196.00\|185.71\|86727;2026-07-02\|170.38\|-10.09\|185.00\|189.40\|169.45\|83578;2026-07-03\|164.60\|-3.39\|173.10\|173.30\|164.60\|86462;2026-07-06\|157.72\|-4.18\|165.00\|168.50\|156.04\|72193;2026-07-07\|154.00\|-2.36\|158.46\|159.78\|150.82\|60205;2026-07-08\|155.18\|0.77\|155.39\|162.28\|153.00\|70790;2026-07-09\|162.70\|4.85\|158.10\|163.36\|151.03\|63035;2026-07-10\|159.51\|-1.96\|162.33\|172.00\|159.40\|71398;2026-07-13\|146.95\|-7.87\|158.51\|162.70\|146.64\|61170;2026-07-14\|155.53\|5.84\|150.23\|156.47\|143.15\|65122;2026-07-15\|148.40\|-4.58\|156.55\|157.88\|147.36\|50560;2026-07-16\|139.86\|-5.75\|148.94\|148.94\|138.01\|48180;2026-07-17\|123.00\|-12.05\|139.10\|140.00\|122.60\|78345;2026-07-20\|112.80\|-8.29\|127.98\|129.52\|108.91\|86850;2026-07-21\|121.20\|7.45\|115.38\|122.48\|98.68\|101844;2026-07-22\|126.01\|3.97\|125.00\|134.17\|123.34\|111128;2026-07-23\|126.00\|-0.01\|129.75\|133.70\|125.00\|78670;2026-07-24\|120.60\|-4.29\|123.90\|126.80\|119.55\|53218
24163	工信部：推动全光交换等技术向产业园区用户侧延伸	1.6T光模块+CPO+算力行业原因： 1、2026年4月1日，英伟达宣布向Marvell投资20亿美元，双方将联合研发硅光子技术及定制XPU。 2、LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。AI集群规模扩大推动单GPU光模块用量上升：Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2025年年度报告，公司聚焦AI算力集群光互联，已发布1.6T OSFP DR8光模块并推进800G/1.6T CPO技术迭代与客户验证，产品面向全球智算中心。 2、据2026年4月2日投资者关系活动记录表，北美DCI及算力中心互联需求指数级增长，公司400G相干模块已小批量出货，800G相干器件在研，泰国基地预计4月试生产、6月投产后新增约10亿元产能，1.6T模块预计下半年有望放量。 3、据2025年年度报告，公司客户覆盖中兴通讯、中国移动、Ciena、北美云厂商及头部互联网公司，全球化客户结构优质。	光传输全产业链企业；公司400G相干模块已实现小批量试产，硅基OCS获海外样品订单	2026-03-17\|161.96\|-11.88\|182.00\|183.50\|161.43\|132317;2026-03-18\|173.85\|7.34\|168.88\|175.98\|163.44\|120804;2026-03-19\|179.27\|3.12\|169.84\|186.00\|169.60\|115826;2026-03-20\|176.63\|-1.47\|195.00\|198.00\|176.10\|189700;2026-03-23\|167.71\|-5.05\|169.40\|178.49\|165.01\|129705;2026-03-24\|179.27\|6.89\|171.00\|183.73\|167.68\|154686;2026-03-25\|193.38\|7.87\|187.00\|196.69\|185.07\|172397;2026-03-26\|188.88\|-2.33\|196.67\|196.97\|186.61\|79653;2026-03-27\|205.57\|8.84\|180.86\|209.53\|176.28\|154464;2026-03-30\|206.57\|0.49\|198.00\|209.68\|195.12\|115345;2026-03-31\|184.00\|-10.93\|196.12\|198.00\|182.73\|129223;2026-04-01\|202.00\|9.78\|193.00\|202.00\|188.59\|131030;2026-04-02\|206.01\|1.99\|195.00\|212.00\|195.00\|123928;2026-04-03\|247.21\|20.00\|219.98\|247.21\|219.00\|161827;2026-04-07\|234.28\|-5.23\|245.04\|245.82\|232.19\|150375;2026-04-08\|248.00\|5.86\|248.00\|248.50\|235.35\|154557;2026-04-09\|243.00\|-2.02\|245.00\|260.00\|242.07\|144962;2026-04-10\|236.30\|-2.76\|248.40\|252.63\|230.50\|159436;2026-04-13\|233.50\|-1.18\|231.04\|235.98\|227.06\|108016;2026-04-14\|251.22\|7.59\|238.00\|262.60\|235.00\|171814;2026-04-15\|242.02\|-3.66\|248.00\|253.00\|238.52\|128818;2026-04-16\|240.81\|-0.50\|238.00\|244.44\|235.00\|98546;2026-04-17\|255.90\|6.27\|246.32\|257.00\|240.21\|174243;2026-04-20\|247.01\|-3.47\|252.36\|264.87\|246.00\|138924;2026-04-21\|258.51\|4.66\|242.00\|258.51\|237.18\|132527;2026-04-22\|268.00\|3.67\|253.00\|273.77\|252.20\|135110;2026-04-23\|242.28\|-9.60\|271.00\|284.83\|238.00\|205220;2026-04-24\|229.60\|-5.23\|237.00\|244.91\|224.50\|144353;2026-04-27\|236.57\|3.04\|231.44\|243.88\|225.00\|108274;2026-04-28\|253.01\|6.95\|252.00\|264.59\|243.01\|184253;2026-04-29\|234.80\|-7.20\|245.47\|249.00\|230.30\|145852;2026-04-30\|240.96\|2.62\|243.00\|255.80\|236.66\|145609;2026-05-06\|242.22\|0.52\|243.37\|249.87\|233.33\|161075;2026-05-07\|255.90\|5.65\|238.25\|258.05\|236.08\|149988;2026-05-08\|251.32\|-1.79\|246.70\|255.68\|245.80\|112782;2026-05-11\|268.88\|6.99\|256.49\|275.68\|246.50\|160452;2026-05-12\|292.58\|8.81\|287.87\|310.88\|278.00\|187719;2026-05-13\|296.33\|1.28\|292.58\|306.56\|286.81\|126873;2026-05-14\|285.18\|-3.76\|296.33\|305.30\|284.89\|106644;2026-05-15\|266.01\|-6.72\|280.16\|288.99\|260.56\|133983;2026-05-18\|272.00\|2.25\|261.80\|280.87\|258.09\|93293;2026-05-19\|258.00\|-5.15\|266.91\|268.00\|243.92\|132922;2026-05-20\|267.07\|3.52\|256.97\|268.98\|248.49\|112893;2026-05-21\|249.74\|-6.49\|270.00\|271.06\|248.89\|102651;2026-05-22\|256.80\|2.83\|254.80\|259.70\|251.10\|79576;2026-05-25\|260.70\|1.52\|265.00\|266.88\|250.50\|94723;2026-05-26\|242.20\|-7.10\|258.00\|258.10\|238.10\|114673;2026-05-27\|239.20\|-1.24\|242.90\|248.88\|235.60\|91846;2026-05-28\|249.11\|4.14\|236.60\|249.86\|228.30\|107467;2026-05-29\|237.41\|-4.70\|245.52\|248.00\|235.20\|90118;2026-06-01\|220.01\|-7.33\|237.92\|239.30\|220.01\|83596;2026-06-02\|232.59\|5.72\|221.99\|234.57\|218.00\|89396;2026-06-03\|241.00\|3.62\|240.00\|250.00\|232.88\|116248;2026-06-04\|233.95\|-2.93\|231.10\|238.28\|231.10\|85810;2026-06-05\|226.70\|-3.10\|229.50\|242.90\|225.00\|97805;2026-06-08\|206.33\|-8.99\|209.10\|217.00\|203.20\|94041;2026-06-09\|228.21\|10.60\|210.45\|236.80\|207.04\|116609;2026-06-10\|221.30\|-3.03\|221.00\|229.10\|214.65\|81712;2026-06-11\|236.37\|6.81\|225.55\|238.80\|218.99\|100105;2026-06-12\|220.00\|-6.93\|240.60\|242.20\|220.00\|110705;2026-06-15\|233.30\|6.05\|224.39\|233.80\|221.44\|81055;2026-06-16\|239.12\|2.49\|233.37\|245.25\|228.77\|112263;2026-06-17\|237.03\|-0.87\|231.00\|238.56\|225.80\|129789;2026-06-18\|252.40\|6.48\|234.15\|255.00\|233.50\|137153;2026-06-22\|245.77\|-2.63\|250.00\|255.00\|237.00\|118596;2026-06-23\|227.00\|-7.64\|242.70\|242.74\|223.50\|91997;2026-06-24\|229.70\|1.19\|222.84\|232.04\|216.08\|87114;2026-06-25\|219.57\|-4.41\|230.00\|232.00\|216.66\|109870;2026-06-26\|210.52\|-4.12\|216.00\|217.51\|206.77\|74486;2026-06-29\|195.48\|-7.14\|210.00\|214.00\|188.01\|98381;2026-06-30\|208.19\|6.50\|196.01\|210.98\|193.62\|75022;2026-07-01\|202.27\|-2.84\|208.88\|211.88\|199.06\|65154;2026-07-02\|183.00\|-9.53\|195.01\|197.94\|182.00\|76696;2026-07-03\|178.10\|-2.68\|180.44\|186.89\|178.00\|63844;2026-07-06\|169.94\|-4.58\|179.00\|181.30\|168.22\|72679;2026-07-07\|173.52\|2.11\|173.00\|176.53\|168.25\|70611;2026-07-08\|168.02\|-3.17\|174.60\|178.00\|166.07\|50044;2026-07-09\|178.92\|6.49\|171.24\|179.45\|163.20\|74799;2026-07-10\|169.70\|-5.15\|178.85\|183.88\|169.21\|73238;2026-07-13\|159.00\|-6.31\|167.98\|172.63\|157.01\|64851;2026-07-14\|169.20\|6.42\|159.28\|169.88\|155.22\|70711;2026-07-15\|161.43\|-4.59\|171.00\|172.88\|160.78\|53557;2026-07-16\|154.46\|-4.32\|157.00\|162.50\|152.80\|58046;2026-07-17\|134.88\|-12.68\|152.00\|152.00\|133.51\|80523;2026-07-20\|127.30\|-5.62\|139.99\|143.45\|122.60\|100503;2026-07-21\|136.75\|7.42\|129.09\|136.99\|111.86\|108055;2026-07-22\|133.20\|-2.60\|135.00\|141.39\|132.61\|78615;2026-07-23\|133.28\|0.06\|135.86\|141.99\|132.26\|70843;2026-07-24\|128.60\|-3.51\|131.00\|134.28\|126.44\|50047
24162	工信部：推动全光交换等技术向产业园区用户侧延伸	光模块+光电产品+储能+高压母线行业原因： 1、2026年4月1日，英伟达宣布向Marvell投资20亿美元，双方将联合研发硅光子技术及定制XPU。 2、LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。AI集群规模扩大推动单GPU光模块用量上升：Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2026年4月2日互动易，2025年，公司与深度湾、上海磐星共同投资设立江苏威璞光电设备有限公司，聚焦数据中心光电产品的研发、生产、销售及应用业务，公司目前直接持有合资公司68%股权，通过员工持股平台持有15%股权；子公司威璞光电聚焦基于硅光技术和工艺的高速光模块/组等光通信相关产品，目前该业务处于发展初期。 2、据2025年11月12日公告，公司2025年8月已与特斯拉签署合同供应储能系统交流升压舱并已发货，同时拟募资扩产变压器配套储能。 3、据2026年3月31日公告，公司拟简易定增募资用于高压母线智能制造项目，建成后年新增19.6万千安米高压母线产能。	公司与深度湾等合资设立“上海威璞芯光科技有限公司”，持股51%，开展基于硅光技术的高速光模块/组等光通信产品研产销	2026-03-17\|41.80\|-3.20\|43.50\|43.50\|41.68\|30163;2026-03-18\|42.29\|1.17\|41.92\|42.50\|40.68\|43231;2026-03-19\|44.49\|5.20\|42.34\|46.50\|41.52\|90730;2026-03-20\|44.74\|0.56\|44.80\|47.15\|43.81\|96955;2026-03-23\|42.17\|-5.74\|43.41\|44.20\|41.00\|87993;2026-03-24\|44.35\|5.17\|43.02\|44.77\|41.02\|68345;2026-03-25\|44.16\|-0.43\|44.74\|45.98\|43.88\|51192;2026-03-26\|46.40\|5.07\|44.60\|48.50\|44.60\|129570;2026-03-27\|46.73\|0.71\|45.96\|47.71\|43.90\|94456;2026-03-30\|45.02\|-3.66\|46.00\|46.83\|43.65\|81502;2026-03-31\|42.45\|-5.71\|45.18\|45.18\|42.05\|70227;2026-04-01\|43.41\|2.26\|43.60\|45.30\|42.60\|79411;2026-04-02\|41.90\|-3.48\|43.35\|43.85\|41.79\|56823;2026-04-03\|50.28\|20.00\|41.50\|50.28\|41.50\|289002;2026-04-07\|47.85\|-4.83\|48.50\|50.50\|47.21\|170404;2026-04-08\|53.08\|10.93\|48.33\|53.96\|48.12\|181292;2026-04-09\|52.01\|-2.02\|53.37\|53.55\|51.18\|128129;2026-04-10\|48.85\|-6.08\|48.99\|52.33\|48.07\|228846;2026-04-13\|51.68\|5.79\|47.95\|52.63\|47.20\|172698;2026-04-14\|53.20\|2.94\|52.00\|55.00\|51.44\|191862;2026-04-15\|50.58\|-4.92\|53.21\|53.28\|49.79\|131091;2026-04-16\|53.88\|6.52\|50.75\|54.28\|50.00\|126910;2026-04-17\|57.36\|6.46\|54.70\|58.68\|53.63\|171599;2026-04-20\|56.58\|-1.36\|57.37\|58.58\|55.44\|148534;2026-04-21\|56.56\|-0.04\|56.33\|57.58\|54.05\|119934;2026-04-22\|62.40\|10.33\|56.46\|64.60\|56.46\|209112;2026-04-23\|59.35\|-4.89\|61.78\|63.00\|58.30\|156093;2026-04-24\|56.61\|-4.62\|58.50\|59.32\|55.69\|122585;2026-04-27\|56.64\|0.05\|57.20\|59.00\|55.52\|121235;2026-04-28\|54.29\|-4.15\|56.50\|56.90\|52.85\|113606;2026-04-29\|53.65\|-1.18\|52.33\|55.15\|52.00\|89787;2026-04-30\|55.72\|3.86\|54.18\|56.23\|53.50\|92249;2026-05-06\|55.98\|0.47\|56.51\|57.39\|54.40\|107816;2026-05-07\|58.35\|4.23\|56.71\|59.88\|55.29\|115658;2026-05-08\|56.05\|-3.94\|57.77\|58.80\|55.70\|94169;2026-05-11\|58.40\|4.19\|56.50\|58.97\|55.95\|139353;2026-05-12\|58.17\|-0.39\|59.00\|61.50\|56.09\|99017;2026-05-13\|59.67\|2.58\|56.64\|61.00\|56.40\|138133;2026-05-14\|60.54\|1.46\|60.22\|62.62\|59.30\|120956;2026-05-15\|61.60\|1.75\|61.88\|63.43\|59.51\|122742;2026-05-18\|61.50\|-0.16\|59.95\|63.50\|59.70\|95206;2026-05-19\|60.92\|-0.94\|61.00\|64.18\|59.00\|122358;2026-05-20\|65.12\|6.89\|60.92\|67.67\|59.71\|161446;2026-05-21\|58.38\|-10.35\|65.90\|67.28\|57.01\|147716;2026-05-22\|60.88\|4.28\|60.60\|62.45\|58.40\|93350;2026-05-25\|59.16\|-2.83\|60.50\|61.00\|58.18\|86230;2026-05-26\|54.43\|-8.00\|59.17\|59.17\|53.21\|115783;2026-05-27\|54.00\|-0.79\|54.43\|55.97\|52.88\|86887;2026-05-28\|52.78\|-2.26\|53.19\|55.18\|52.50\|83586;2026-05-29\|47.98\|-9.09\|53.20\|53.20\|47.73\|114295;2026-06-01\|46.74\|-2.58\|48.17\|48.88\|46.21\|62318;2026-06-02\|47.40\|1.41\|47.07\|47.75\|44.50\|69930;2026-06-03\|46.34\|-2.24\|47.82\|48.50\|45.45\|69351;2026-06-04\|48.03\|3.65\|46.09\|49.20\|45.00\|89393;2026-06-05\|47.50\|-1.10\|48.03\|50.27\|47.17\|84559;2026-06-08\|43.52\|-8.38\|45.58\|47.17\|42.94\|85354;2026-06-09\|45.10\|3.63\|44.50\|45.18\|43.02\|67293;2026-06-10\|43.28\|-4.04\|43.98\|44.43\|42.51\|62678;2026-06-11\|42.14\|-2.63\|43.49\|44.99\|41.62\|70592;2026-06-12\|44.65\|5.96\|43.09\|46.28\|42.38\|109905;2026-06-15\|47.01\|5.29\|44.90\|47.08\|44.68\|75222;2026-06-16\|47.80\|1.68\|46.30\|48.21\|46.30\|60034;2026-06-17\|47.55\|-0.52\|47.00\|48.06\|46.70\|56752;2026-06-18\|46.74\|-1.70\|47.34\|48.68\|46.39\|57300;2026-06-22\|44.62\|-4.54\|47.00\|47.39\|43.80\|82807;2026-06-23\|43.80\|-1.84\|44.70\|45.50\|42.50\|63741;2026-06-24\|45.40\|3.65\|43.80\|46.62\|43.50\|91561;2026-06-25\|44.63\|-1.70\|45.60\|47.20\|44.30\|71880;2026-06-26\|40.76\|-8.67\|44.62\|44.62\|40.70\|84151;2026-06-29\|40.25\|-1.25\|40.55\|41.66\|38.99\|75005;2026-06-30\|42.83\|6.41\|40.80\|43.47\|39.25\|78953;2026-07-01\|43.10\|0.63\|42.94\|44.20\|42.15\|62651;2026-07-02\|41.90\|-2.78\|42.87\|44.30\|41.70\|48824;2026-07-03\|41.18\|-1.72\|41.81\|42.85\|41.11\|51768;2026-07-06\|40.53\|-1.58\|40.80\|43.08\|40.40\|62902;2026-07-07\|38.26\|-5.60\|40.40\|40.76\|37.96\|52551;2026-07-08\|36.08\|-5.70\|38.60\|38.60\|35.79\|56075;2026-07-09\|37.61\|4.24\|36.58\|37.65\|35.35\|61230;2026-07-10\|36.93\|-1.81\|36.84\|38.65\|36.84\|52076;2026-07-13\|33.98\|-7.99\|36.19\|37.01\|33.46\|62094;2026-07-14\|34.92\|2.77\|34.23\|34.96\|32.58\|61820;2026-07-15\|33.16\|-5.04\|34.99\|35.05\|32.86\|56315;2026-07-16\|31.81\|-4.07\|32.62\|33.49\|31.39\|57512;2026-07-17\|29.48\|-7.32\|31.35\|31.98\|28.82\|90562;2026-07-20\|27.55\|-6.55\|30.50\|30.96\|26.78\|89531;2026-07-21\|28.83\|4.65\|27.14\|28.83\|24.65\|95215;2026-07-22\|28.75\|-0.28\|28.33\|29.46\|28.25\|66581;2026-07-23\|29.04\|1.01\|28.28\|29.49\|28.05\|57182;2026-07-24\|28.08\|-3.31\|28.70\|29.36\|28.00\|44979
24161	工信部：推动全光交换等技术向产业园区用户侧延伸	光模块+6G+精密箱体行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年5月26日公告，公司已累计支付2.75亿元持有光彩芯辰20%股权，并拟以1.3亿元进一步收购其6.9365%股权；据2025年12月30日公告，光彩芯辰主营100G至800G及1.6T系列光模块产品。 2、据2025年年报，公司移动通信设备业务核心产品滤波器、天线批量应用于4G、5G宏基站，客户包括中兴通讯、爱立信等；据2023年2月9日互动易，公司跟踪6G技术并开展技术储备。 3、据2025年年报及2026年5月8日投资者关系记录表，公司精密箱体系统业务拓展新能源、医疗、半导体等专用设备领域，2025年该业务收入占比提升至24.08%，并依托世嘉马来西亚公司拓展海外市场。	1、公司拟通过增资扩股方式取得光彩芯辰浙江科技有限公司不超过20%股权，布局光通信细分赛道； 2、公司通过精密箱体系统业务为储能行业下游客户江苏阿诗特能源科技有限公司供应储能柜，在储能领域有产品供应和业务合作	2026-03-17\|56.31\|-1.38\|57.50\|58.66\|54.61\|111073;2026-03-18\|56.98\|1.19\|57.32\|57.45\|54.08\|132057;2026-03-19\|55.38\|-2.81\|56.10\|57.43\|55.00\|89981;2026-03-20\|55.18\|-0.36\|54.52\|60.35\|54.52\|204796;2026-03-23\|49.66\|-10.00\|52.50\|53.46\|49.66\|177761;2026-03-24\|49.61\|-0.10\|50.60\|51.03\|47.69\|169006;2026-03-25\|50.68\|2.16\|51.40\|52.50\|49.85\|163307;2026-03-26\|45.61\|-10.00\|50.99\|51.00\|45.61\|215253;2026-03-27\|44.72\|-1.95\|44.44\|45.48\|43.43\|168086;2026-03-30\|47.80\|6.89\|45.56\|49.00\|45.56\|176654;2026-03-31\|45.76\|-4.27\|47.01\|47.36\|45.19\|146147;2026-04-01\|46.92\|2.54\|48.00\|48.33\|45.88\|129087;2026-04-02\|45.99\|-1.98\|46.51\|47.80\|45.31\|114212;2026-04-03\|50.59\|10.00\|46.66\|50.59\|45.99\|251330;2026-04-07\|48.59\|-3.95\|50.10\|51.38\|47.59\|231577;2026-04-08\|51.14\|5.25\|50.00\|51.92\|48.88\|231730;2026-04-09\|50.47\|-1.31\|50.07\|51.75\|50.00\|156395;2026-04-10\|51.18\|1.41\|50.90\|52.27\|48.77\|210407;2026-04-13\|49.78\|-2.74\|50.17\|52.00\|49.00\|156300;2026-04-14\|49.87\|0.18\|50.10\|51.88\|49.48\|178700;2026-04-15\|48.57\|-2.61\|49.76\|49.87\|48.23\|123250;2026-04-16\|48.50\|-0.14\|48.09\|49.10\|47.78\|82881;2026-04-17\|53.35\|10.00\|48.66\|53.35\|47.90\|315898;2026-04-20\|55.80\|4.59\|57.76\|57.76\|55.14\|292662;2026-04-21\|55.81\|0.02\|55.93\|56.34\|53.41\|201148;2026-04-22\|61.39\|10.00\|56.20\|61.39\|56.11\|248998;2026-04-23\|60.99\|-0.65\|62.49\|62.78\|57.78\|274690;2026-04-24\|57.75\|-5.31\|59.99\|60.34\|57.00\|180108;2026-04-27\|57.26\|-0.85\|57.74\|59.78\|56.85\|158578;2026-04-28\|53.81\|-6.03\|56.65\|57.54\|52.91\|177220;2026-04-29\|54.76\|1.77\|53.32\|56.28\|52.78\|140454;2026-04-30\|55.07\|0.57\|55.01\|56.86\|54.62\|98120;2026-05-06\|54.08\|-1.80\|55.76\|57.28\|53.72\|167340;2026-05-07\|58.17\|7.56\|54.26\|59.49\|52.90\|272318;2026-05-08\|58.80\|1.08\|56.57\|59.66\|56.00\|219284;2026-05-11\|59.38\|0.99\|59.80\|60.00\|56.50\|197066;2026-05-12\|59.43\|0.08\|59.42\|59.92\|57.58\|168472;2026-05-13\|53.93\|-9.25\|58.15\|59.41\|53.49\|314630;2026-05-14\|50.75\|-5.90\|53.58\|53.60\|50.66\|195628;2026-05-15\|46.53\|-8.32\|50.75\|50.99\|46.00\|219995;2026-05-18\|45.76\|-1.65\|46.26\|46.83\|45.29\|107741;2026-05-19\|48.41\|5.79\|45.46\|48.70\|43.85\|163741;2026-05-20\|53.25\|10.00\|50.51\|53.25\|50.40\|135223;2026-05-21\|52.58\|-1.26\|55.86\|57.00\|52.26\|371190;2026-05-22\|49.82\|-5.25\|52.00\|53.00\|49.41\|200499;2026-05-25\|53.73\|7.85\|50.37\|54.60\|48.00\|248957;2026-05-26\|53.01\|-1.34\|54.54\|54.54\|50.90\|168640;2026-05-27\|49.76\|-6.13\|52.70\|54.74\|49.33\|165161;2026-05-28\|49.95\|0.38\|49.80\|50.77\|48.20\|122324;2026-05-29\|48.03\|-3.84\|50.30\|51.76\|47.65\|130089;2026-06-01\|45.75\|-4.75\|47.96\|48.80\|45.72\|94346;2026-06-02\|46.00\|0.55\|46.07\|47.18\|45.26\|102995;2026-06-03\|49.22\|7.00\|46.85\|50.60\|45.52\|211381;2026-06-04\|45.81\|-6.93\|48.00\|48.96\|45.62\|172699;2026-06-05\|44.00\|-3.95\|45.48\|47.20\|43.60\|150187;2026-06-08\|41.36\|-6.00\|41.50\|42.93\|40.25\|132164;2026-06-09\|41.81\|1.09\|41.99\|42.28\|40.93\|97581;2026-06-10\|41.50\|-0.74\|41.03\|42.60\|39.32\|147486;2026-06-11\|40.03\|-3.54\|42.00\|42.62\|39.65\|104299;2026-06-12\|38.93\|-2.75\|40.86\|41.18\|38.88\|98216;2026-06-15\|41.63\|6.94\|39.34\|41.95\|39.18\|107104;2026-06-16\|42.24\|1.47\|41.63\|43.50\|40.78\|104613;2026-06-17\|42.63\|0.92\|41.50\|43.69\|41.00\|109584;2026-06-18\|41.76\|-2.04\|42.55\|42.87\|41.39\|86277;2026-06-22\|40.35\|-3.38\|41.76\|42.85\|38.91\|140180;2026-06-23\|39.82\|-1.31\|40.35\|41.50\|38.94\|100792;2026-06-24\|39.34\|-1.21\|39.49\|40.39\|38.18\|99814;2026-06-25\|40.15\|2.06\|40.23\|42.89\|38.31\|183352;2026-06-26\|38.60\|-3.86\|40.00\|43.30\|38.31\|195131;2026-06-29\|37.78\|-2.12\|38.28\|39.71\|36.68\|128764;2026-06-30\|40.78\|7.94\|37.75\|41.49\|37.50\|172590;2026-07-01\|38.86\|-4.71\|41.30\|41.80\|38.55\|131176;2026-07-02\|37.38\|-3.81\|38.50\|39.86\|37.30\|112030;2026-07-03\|36.88\|-1.34\|37.14\|39.28\|36.82\|101530;2026-07-06\|34.92\|-5.31\|37.98\|37.98\|34.50\|110030;2026-07-07\|33.71\|-3.47\|34.58\|35.00\|33.26\|90431;2026-07-08\|32.59\|-3.32\|34.18\|34.18\|32.25\|82495;2026-07-09\|33.65\|3.25\|32.63\|33.85\|30.90\|106656;2026-07-10\|33.51\|-0.42\|33.92\|34.71\|33.51\|105272;2026-07-13\|31.06\|-7.31\|32.99\|35.00\|30.90\|110030;2026-07-14\|32.38\|4.25\|31.05\|32.62\|29.85\|112619;2026-07-15\|32.10\|-0.86\|32.51\|33.83\|31.81\|93396;2026-07-16\|30.56\|-4.80\|31.50\|32.09\|30.37\|77821;2026-07-17\|27.64\|-9.55\|30.37\|30.48\|27.50\|102991;2026-07-20\|25.74\|-6.87\|28.02\|28.79\|25.36\|154091;2026-07-21\|27.85\|8.20\|26.13\|27.90\|23.17\|164034;2026-07-22\|27.36\|-1.76\|27.73\|28.36\|26.91\|100943;2026-07-23\|27.55\|0.69\|27.30\|28.33\|27.20\|78335;2026-07-24\|26.94\|-2.21\|27.23\|27.94\|26.60\|61716
24160	工信部：推动全光交换等技术向产业园区用户侧延伸	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-03-17\|77.48\|-9.94\|85.00\|85.00\|77.43\|151138;2026-03-18\|78.00\|0.67\|77.48\|78.87\|76.00\|78990;2026-03-19\|75.98\|-2.59\|76.56\|78.18\|75.30\|65848;2026-03-20\|80.35\|5.75\|77.18\|83.58\|77.16\|205136;2026-03-23\|74.25\|-7.59\|76.50\|79.12\|74.05\|153150;2026-03-24\|75.33\|1.45\|75.50\|75.83\|71.88\|94926;2026-03-25\|81.25\|7.86\|79.01\|82.86\|78.64\|186280;2026-03-26\|78.40\|-3.51\|81.70\|81.77\|78.40\|99683;2026-03-27\|77.90\|-0.64\|77.52\|80.46\|75.23\|93824;2026-03-30\|79.07\|1.50\|77.50\|80.88\|76.71\|87190;2026-03-31\|75.05\|-5.08\|78.00\|78.51\|74.25\|110489;2026-04-01\|79.52\|5.96\|78.00\|80.70\|77.30\|133032;2026-04-02\|80.52\|1.26\|79.98\|83.96\|79.06\|121442;2026-04-03\|88.57\|10.00\|82.60\|88.57\|81.60\|189033;2026-04-07\|91.65\|3.48\|90.34\|93.00\|89.68\|267634;2026-04-08\|93.39\|1.90\|93.50\|95.32\|89.80\|240305;2026-04-09\|96.47\|3.30\|92.00\|100.03\|91.50\|200617;2026-04-10\|95.98\|-0.51\|96.00\|99.85\|95.29\|162764;2026-04-13\|104.10\|8.46\|96.05\|104.99\|96.05\|192571;2026-04-14\|104.40\|0.29\|105.00\|106.30\|101.45\|156836;2026-04-15\|103.29\|-1.06\|104.85\|108.40\|102.33\|141027;2026-04-16\|102.25\|-1.01\|102.60\|103.29\|99.67\|122212;2026-04-17\|112.48\|10.00\|102.93\|112.48\|102.93\|145265;2026-04-20\|119.01\|5.81\|120.30\|123.00\|117.30\|181607;2026-04-21\|122.50\|2.93\|118.50\|127.95\|117.87\|146786;2026-04-22\|125.40\|2.37\|123.12\|127.23\|121.50\|134848;2026-04-23\|124.78\|-0.49\|126.12\|133.08\|122.88\|162936;2026-04-24\|127.79\|2.41\|125.85\|130.20\|124.59\|149800;2026-04-27\|126.90\|-0.70\|127.80\|130.00\|120.00\|136695;2026-04-28\|127.50\|0.47\|126.50\|131.50\|124.09\|116496;2026-04-29\|123.93\|-2.80\|124.21\|127.39\|121.00\|131090;2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386
24159	工信部：推动全光交换等技术向产业园区用户侧延伸	光通信+光学晶体+中科院行业原因：据财闻，全球光纤价格涨势已从中国市场向欧美蔓延。数据显示，中国G652.D裸光纤现货价格在2026年3月达到每光纤千米83.40元人民币(约合12.07美元)，较2026年1月环比大涨165%，同比涨幅高达418%。与此同时，欧洲市场同类产品价格亦较1月环比上涨136%。公司原因： 1、据2025年4月29日年报，公司是全球最大LBO、BBO晶体及其元器件生产商，市占率全球第一，并为激光客户提供“晶体+光学元件+激光器件”一站式光电服务。 2、据2025年半年报，公司通讯光学元件为光通信网络ROADM节点核心器件WSS提供衍射光栅、PBS、波片等关键元件，处于光通信产业链上游。 3、据2026年3月29日互动易，公司具备钒酸钇晶体批量生产能力，现阶段以生产掺杂钒酸钇为主。 4、据2025年4月29日年报，公司控股股东为中国科学院福建物质结构研究所，最终控制人为中国科学院。	公司具有磁光晶体到法拉第旋光片全制程能力。光隔离器基于法拉第磁光效应，有效提高激光系统的稳定性和输出功率，主要应用于光纤通信、光信息处理系统和精密光学测量系统中	2026-03-17\|60.14\|-6.61\|64.41\|64.80\|59.95\|170355;2026-03-18\|60.93\|1.31\|60.71\|60.98\|59.35\|123314;2026-03-19\|59.69\|-2.04\|60.10\|60.86\|59.30\|88927;2026-03-20\|60.79\|1.84\|60.50\|64.31\|60.50\|205967;2026-03-23\|58.90\|-3.11\|59.72\|61.85\|58.31\|156814;2026-03-24\|64.79\|10.00\|60.36\|64.79\|59.53\|277271;2026-03-25\|67.35\|3.95\|69.94\|70.10\|65.90\|426715;2026-03-26\|65.34\|-2.98\|66.81\|68.40\|65.06\|215320;2026-03-27\|65.40\|0.09\|63.54\|66.97\|62.50\|217825;2026-03-30\|71.94\|10.00\|66.92\|71.94\|66.90\|411744;2026-03-31\|68.02\|-5.45\|70.72\|71.00\|67.70\|366095;2026-04-01\|66.78\|-1.82\|70.33\|70.40\|64.00\|439541;2026-04-02\|68.60\|2.73\|67.10\|73.40\|66.18\|469513;2026-04-03\|75.46\|10.00\|70.31\|75.46\|70.30\|488590;2026-04-07\|79.51\|5.37\|75.47\|80.59\|73.80\|598962;2026-04-08\|81.09\|1.99\|80.58\|81.24\|78.01\|578705;2026-04-09\|81.69\|0.74\|78.18\|83.50\|78.00\|467177;2026-04-10\|85.48\|4.64\|81.74\|86.99\|81.73\|453801;2026-04-13\|86.40\|1.08\|84.59\|87.86\|83.56\|328048;2026-04-14\|85.52\|-1.02\|85.80\|87.50\|83.83\|325624;2026-04-15\|83.56\|-2.29\|85.54\|86.05\|82.17\|294210;2026-04-16\|85.58\|2.42\|83.50\|87.88\|82.36\|267527;2026-04-17\|90.68\|5.96\|86.85\|91.98\|86.85\|328547;2026-04-20\|91.72\|1.15\|90.33\|94.07\|89.57\|260859;2026-04-21\|93.52\|1.96\|89.61\|95.59\|89.00\|254644;2026-04-22\|98.34\|5.15\|93.36\|100.60\|93.36\|362829;2026-04-23\|92.20\|-6.24\|97.89\|99.00\|90.03\|439593;2026-04-24\|89.25\|-3.20\|91.80\|95.60\|87.60\|391009;2026-04-27\|87.91\|-1.50\|89.30\|91.28\|87.40\|350932;2026-04-28\|85.60\|-2.63\|87.00\|88.59\|85.00\|279038;2026-04-29\|86.99\|1.62\|85.46\|89.37\|85.46\|324228;2026-04-30\|86.82\|-0.20\|89.81\|90.89\|85.70\|315107;2026-05-06\|92.66\|6.73\|89.01\|95.45\|86.57\|486582;2026-05-07\|98.40\|6.19\|92.66\|100.45\|90.50\|453325;2026-05-08\|108.24\|10.00\|95.90\|108.24\|94.02\|575045;2026-05-11\|108.69\|0.42\|114.00\|114.00\|104.32\|668102;2026-05-12\|113.36\|4.30\|110.94\|117.55\|104.28\|681292;2026-05-13\|116.32\|2.61\|108.05\|118.99\|108.05\|507447;2026-05-14\|113.76\|-2.20\|115.74\|124.60\|113.13\|435460;2026-05-15\|105.82\|-6.98\|112.74\|117.00\|104.29\|477666;2026-05-18\|104.73\|-1.03\|103.00\|108.50\|103.00\|343810;2026-05-19\|105.45\|0.69\|103.15\|105.88\|98.31\|345103;2026-05-20\|108.10\|2.51\|104.99\|110.94\|101.30\|420153;2026-05-21\|100.58\|-6.96\|108.99\|109.84\|100.00\|472381;2026-05-22\|105.56\|4.95\|100.58\|107.00\|98.90\|456558;2026-05-25\|111.89\|6.00\|109.00\|114.00\|106.91\|520713;2026-05-26\|104.00\|-7.05\|111.00\|112.83\|102.20\|409902;2026-05-27\|100.25\|-3.61\|102.20\|106.27\|98.67\|389477;2026-05-28\|107.84\|7.57\|102.02\|108.63\|99.52\|478115;2026-05-29\|100.56\|-6.75\|110.00\|110.65\|99.80\|419933;2026-06-01\|91.34\|-9.17\|99.51\|100.36\|91.00\|397464;2026-06-02\|93.65\|2.53\|92.98\|95.05\|89.26\|308214;2026-06-03\|99.00\|5.71\|95.52\|103.02\|95.52\|461236;2026-06-04\|97.20\|-1.82\|95.81\|98.66\|95.51\|295109;2026-06-05\|94.40\|-2.88\|96.30\|100.00\|93.79\|295036;2026-06-08\|86.50\|-8.37\|88.08\|90.86\|85.98\|324352;2026-06-09\|90.92\|5.11\|88.20\|91.20\|87.23\|264678;2026-06-10\|88.03\|-3.18\|89.35\|90.06\|86.78\|204341;2026-06-11\|90.72\|3.06\|87.88\|92.83\|87.88\|287793;2026-06-12\|90.38\|-0.37\|93.98\|93.99\|89.28\|258112;2026-06-15\|96.29\|6.54\|91.00\|96.47\|90.08\|352128;2026-06-16\|100.10\|3.96\|96.29\|101.72\|95.03\|422645;2026-06-17\|104.47\|4.37\|97.87\|104.73\|97.45\|444401;2026-06-18\|103.00\|-1.41\|102.44\|103.58\|100.88\|364855;2026-06-22\|101.52\|-1.44\|103.36\|108.15\|99.62\|443055;2026-06-23\|93.00\|-8.39\|100.00\|100.00\|91.37\|450440;2026-06-24\|95.02\|2.17\|90.96\|96.25\|90.71\|300653;2026-06-25\|98.31\|3.46\|96.00\|99.50\|93.00\|383172;2026-06-26\|90.18\|-8.27\|96.15\|96.19\|90.12\|340177;2026-06-29\|84.70\|-6.08\|88.83\|92.20\|82.82\|319482;2026-06-30\|92.28\|8.95\|85.40\|93.00\|83.77\|354486;2026-07-01\|87.19\|-5.52\|92.00\|92.16\|86.38\|280550;2026-07-02\|85.15\|-2.34\|84.80\|88.76\|82.85\|222406;2026-07-03\|82.30\|-3.35\|84.28\|85.86\|82.18\|211060;2026-07-06\|80.51\|-2.17\|84.50\|84.59\|78.10\|220183;2026-07-07\|76.66\|-4.78\|80.00\|80.31\|75.01\|274821;2026-07-08\|76.40\|-0.21\|77.25\|79.30\|73.90\|235077;2026-07-09\|81.37\|6.51\|77.92\|81.77\|74.02\|299438;2026-07-10\|77.45\|-4.82\|81.57\|84.50\|77.44\|277798;2026-07-13\|71.09\|-8.21\|77.00\|77.65\|70.80\|249375;2026-07-14\|73.12\|2.86\|72.00\|73.73\|68.77\|275315;2026-07-15\|69.81\|-4.53\|73.68\|74.35\|69.21\|194670;2026-07-16\|65.93\|-5.56\|68.58\|70.29\|65.31\|226505;2026-07-17\|60.05\|-8.92\|66.12\|66.48\|59.34\|287552;2026-07-20\|55.15\|-8.16\|62.23\|62.86\|54.05\|315997;2026-07-21\|59.58\|8.03\|56.55\|59.86\|49.65\|397820;2026-07-22\|57.52\|-3.46\|58.86\|61.11\|57.04\|275694;2026-07-23\|57.30\|-0.38\|58.00\|59.65\|56.74\|197027;2026-07-24\|55.99\|-2.29\|56.78\|57.87\|55.61\|155428
24158	工信部：推动全光交换等技术向产业园区用户侧延伸	CPO+先进封装+Mini/Micro LED 行业原因：据财闻4月3日报道，天龙三号大型液体运载火箭在酒泉卫星发射中心发射升空，火箭飞行异常，发射任务失利。任务团队将全面开展航天归零和改进工作。公司原因： 1、据2025年11月20日投资者网上集体接待日活动，子公司微组半导体的微组装设备可应用于部分光模块的部分器件组装工序，设备精度已满足100G的精度，相关产品已获得客户订单；据2025年8月28日半年报，公司先进封装设备向3μm贴装精度推进，应用于Chiplet专用设备领域，可实现国产替代。 2、据2026年3月31日互动易，在Micro LED设备领域，公司子公司微组半导体自主研发的AM-10HB贴片机是Micro LED微显示屏生产的主要封装设备之一，并与上海显耀建立了合作关系；子公司易天半导体具备Mini/Micro LED巨量转移全工艺段自动线设备研发和制造能力。 3、据2025年8月28日半年报，公司2025年上半年扣非归母净利润2,860.11万元，同比上升184.55%，柔性OLED覆膜设备已在合肥维信诺产线完成验证，成为国内柔性面板制造厂商首选合作厂商之一。	子公司微组半导体微组装设备已获100G光模块订单，设备精度满足100G要求	2026-03-17\|35.21\|-5.86\|37.83\|37.83\|35.18\|109880;2026-03-18\|36.60\|3.95\|35.38\|36.76\|35.28\|82253;2026-03-19\|35.41\|-3.25\|36.27\|36.79\|35.30\|66065;2026-03-20\|34.58\|-2.34\|36.27\|36.87\|34.45\|83613;2026-03-23\|32.23\|-6.80\|33.49\|33.89\|31.80\|87031;2026-03-24\|33.43\|3.72\|33.01\|33.55\|31.93\|63455;2026-03-25\|35.32\|5.65\|34.25\|37.98\|34.25\|146359;2026-03-26\|33.66\|-4.70\|34.96\|35.40\|33.55\|87656;2026-03-27\|33.98\|0.95\|33.00\|34.58\|32.60\|64904;2026-03-30\|34.61\|1.85\|33.70\|35.16\|33.09\|76345;2026-03-31\|33.03\|-4.57\|34.29\|34.53\|32.78\|71282;2026-04-01\|33.90\|2.63\|34.01\|34.65\|33.50\|61692;2026-04-02\|33.75\|-0.44\|33.77\|34.81\|33.43\|105789;2026-04-03\|40.50\|20.00\|34.99\|40.50\|34.99\|224913;2026-04-07\|38.52\|-4.89\|39.60\|40.16\|38.38\|233098;2026-04-08\|40.83\|6.00\|38.81\|41.22\|38.63\|310128;2026-04-09\|39.75\|-2.65\|39.52\|40.50\|39.01\|198662;2026-04-10\|38.93\|-2.06\|39.30\|39.69\|38.15\|171446;2026-04-13\|39.19\|0.67\|38.55\|39.19\|37.91\|117742;2026-04-14\|41.91\|6.94\|39.19\|42.00\|38.88\|251034;2026-04-15\|41.10\|-1.93\|41.01\|41.70\|39.61\|180534;2026-04-16\|41.97\|2.12\|40.80\|42.40\|40.68\|164838;2026-04-17\|39.85\|-5.05\|41.42\|43.98\|39.80\|237459;2026-04-20\|40.20\|0.88\|39.01\|40.30\|38.44\|179365;2026-04-21\|38.86\|-3.33\|39.30\|39.33\|38.04\|132582;2026-04-22\|39.63\|1.98\|38.52\|39.80\|38.47\|118895;2026-04-23\|38.13\|-3.79\|40.02\|40.13\|37.38\|124003;2026-04-24\|37.06\|-2.81\|37.64\|38.50\|37.02\|82263;2026-04-27\|36.65\|-1.11\|36.60\|37.48\|35.90\|87234;2026-04-28\|35.09\|-4.26\|36.29\|36.29\|34.77\|91839;2026-04-29\|35.16\|0.20\|34.81\|35.69\|34.10\|57481;2026-04-30\|35.02\|-0.40\|35.30\|35.53\|34.45\|61526;2026-05-06\|36.46\|4.11\|35.73\|36.93\|35.73\|84053;2026-05-07\|39.75\|9.02\|37.98\|40.94\|37.31\|180293;2026-05-08\|39.53\|-0.55\|38.56\|39.75\|38.18\|129337;2026-05-11\|41.80\|5.74\|39.50\|41.80\|38.73\|184226;2026-05-12\|40.45\|-3.23\|41.24\|41.24\|39.76\|125256;2026-05-13\|40.26\|-0.47\|39.66\|41.20\|39.50\|96798;2026-05-14\|41.20\|2.33\|40.60\|41.30\|39.18\|133664;2026-05-15\|42.19\|2.40\|40.20\|42.30\|39.40\|161115;2026-05-18\|40.38\|-4.29\|41.77\|43.28\|40.01\|158072;2026-05-19\|40.41\|0.07\|39.57\|40.63\|37.35\|111735;2026-05-20\|39.67\|-1.83\|40.01\|40.59\|38.88\|80582;2026-05-21\|39.45\|-0.55\|42.29\|42.98\|39.02\|176570;2026-05-22\|41.63\|5.53\|39.72\|42.25\|38.80\|168067;2026-05-25\|43.76\|5.12\|41.63\|43.77\|40.58\|191533;2026-05-26\|44.50\|1.69\|43.38\|44.83\|41.66\|155035;2026-05-27\|43.27\|-2.76\|44.00\|44.89\|42.15\|124115;2026-05-28\|43.99\|1.66\|42.35\|44.05\|41.82\|113100;2026-05-29\|40.20\|-8.62\|44.40\|45.21\|39.53\|124834;2026-06-01\|35.10\|-12.69\|39.00\|39.34\|35.00\|128808;2026-06-02\|34.80\|-0.85\|35.29\|35.88\|34.51\|70668;2026-06-03\|37.03\|6.41\|35.00\|38.26\|35.00\|112467;2026-06-04\|26.47\|0.23\|26.26\|27.69\|25.87\|120668;2026-06-05\|27.80\|5.02\|26.00\|28.74\|24.33\|195528;2026-06-08\|26.92\|-3.17\|26.11\|28.47\|26.00\|142397;2026-06-09\|27.12\|0.74\|27.40\|27.66\|26.42\|101656;2026-06-10\|29.26\|7.89\|26.60\|30.65\|25.77\|266952;2026-06-11\|28.57\|-2.36\|28.88\|29.68\|28.05\|149571;2026-06-12\|26.33\|-7.84\|29.02\|29.44\|26.25\|161653;2026-06-15\|28.40\|7.86\|26.54\|28.49\|26.54\|139239;2026-06-16\|28.27\|-0.46\|28.17\|28.59\|27.60\|109115;2026-06-17\|30.51\|7.92\|28.43\|32.40\|28.17\|281698;2026-06-18\|29.58\|-3.05\|29.56\|30.00\|29.12\|194057;2026-06-22\|29.55\|-0.10\|30.47\|30.58\|28.49\|187485;2026-06-23\|28.99\|-1.90\|30.00\|30.00\|28.01\|119785;2026-06-24\|27.96\|-3.55\|28.65\|28.96\|27.03\|136914;2026-06-25\|26.19\|-6.33\|28.03\|28.43\|25.90\|166026;2026-06-26\|27.08\|3.40\|25.96\|28.16\|25.20\|198023;2026-06-29\|25.43\|-6.09\|26.85\|27.55\|24.68\|149573;2026-06-30\|29.31\|15.26\|25.43\|29.43\|25.22\|302736;2026-07-01\|29.65\|1.16\|29.04\|30.48\|28.72\|234570;2026-07-02\|27.98\|-5.63\|29.14\|29.88\|27.98\|153612;2026-07-03\|26.80\|-4.22\|28.17\|28.38\|26.76\|125300;2026-07-06\|25.72\|-4.03\|26.80\|27.35\|25.46\|113352;2026-07-07\|24.70\|-3.97\|25.74\|26.00\|24.46\|114288;2026-07-08\|23.52\|-4.78\|24.90\|24.92\|22.63\|114696;2026-07-09\|23.63\|0.47\|23.58\|23.79\|22.30\|112460;2026-07-10\|22.79\|-3.55\|23.63\|24.45\|22.70\|125185;2026-07-13\|20.80\|-8.73\|22.60\|22.70\|20.62\|104472;2026-07-14\|21.41\|2.93\|21.00\|21.59\|20.14\|85247;2026-07-15\|20.71\|-3.27\|21.64\|21.93\|20.53\|62973;2026-07-16\|19.96\|-3.62\|20.50\|21.04\|19.79\|67889;2026-07-17\|18.30\|-8.32\|19.90\|20.03\|18.11\|90433;2026-07-20\|17.24\|-5.79\|18.64\|18.98\|16.82\|91567;2026-07-21\|18.18\|5.45\|17.32\|18.27\|15.38\|115234;2026-07-22\|17.71\|-2.59\|17.90\|18.36\|17.62\|81541;2026-07-23\|17.70\|-0.06\|17.71\|18.01\|17.30\|61349;2026-07-24\|17.26\|-2.49\|17.53\|17.76\|17.18\|62544
24157	工信部：推动全光交换等技术向产业园区用户侧延伸	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	2026-03-17\|37.91\|-1.91\|38.66\|40.28\|37.16\|229776;2026-03-18\|38.23\|0.84\|38.54\|39.06\|37.18\|160255;2026-03-19\|39.05\|2.14\|37.88\|39.59\|36.10\|200503;2026-03-20\|37.22\|-4.69\|38.72\|39.85\|37.15\|161250;2026-03-23\|35.70\|-4.08\|36.98\|37.20\|34.11\|141508;2026-03-24\|38.49\|7.82\|36.70\|38.65\|35.01\|108294;2026-03-25\|40.51\|5.25\|39.16\|41.85\|38.66\|132367;2026-03-26\|39.31\|-2.96\|40.23\|41.43\|38.98\|83522;2026-03-27\|39.80\|1.25\|38.38\|41.09\|37.52\|96951;2026-03-30\|43.78\|10.00\|39.80\|43.78\|39.00\|78855;2026-03-31\|42.10\|-3.84\|44.02\|44.92\|39.60\|180210;2026-04-01\|45.12\|7.17\|42.69\|46.31\|41.26\|239711;2026-04-02\|41.90\|-7.14\|44.78\|45.49\|41.33\|181963;2026-04-03\|46.09\|10.00\|42.38\|46.09\|42.38\|120528;2026-04-07\|50.70\|10.00\|47.72\|50.70\|46.80\|208135;2026-04-08\|52.86\|4.26\|55.00\|55.16\|49.70\|229019;2026-04-09\|55.68\|5.33\|53.15\|57.40\|51.30\|193891;2026-04-10\|53.01\|-4.80\|56.79\|56.99\|51.50\|186109;2026-04-13\|58.31\|10.00\|53.03\|58.31\|53.03\|88471;2026-04-14\|64.14\|10.00\|59.60\|64.14\|59.60\|163984;2026-04-15\|70.54\|9.98\|68.43\|70.55\|67.90\|259681;2026-04-16\|66.47\|-5.77\|70.91\|72.50\|63.72\|315081;2026-04-17\|73.12\|10.00\|66.40\|73.12\|66.00\|193449;2026-04-20\|78.00\|6.67\|75.18\|79.56\|73.00\|267718;2026-04-21\|82.20\|5.38\|76.12\|84.22\|76.00\|191201;2026-04-22\|81.22\|-1.19\|81.44\|83.60\|78.69\|193161;2026-04-23\|75.90\|-6.55\|80.00\|80.13\|73.10\|219597;2026-04-24\|82.29\|8.42\|78.39\|83.49\|74.50\|261969;2026-04-27\|80.90\|-1.69\|79.68\|81.93\|77.00\|192510;2026-04-28\|85.06\|5.14\|79.20\|87.20\|77.66\|182755;2026-04-29\|81.35\|-4.36\|84.00\|84.98\|78.66\|194596;2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;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
24156	工信部：推动全光交换等技术向产业园区用户侧延伸	商业航天+光模块+卫星通信+基站天线行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月28日年报，公司“星-地-端”卫星通信产品已小批量配套低轨卫星，2024年收入超4000万元，并计划2026年继续扩大规模。 2、据2025年9月19日互动易，参股公司四川光为目前800G光模块已实现小批量出货，1.6T光模块处于早期研发测试阶段。 3、据2025年12月4日机构调研，公司参股鸿擎科技、设立空天产业基金，布局卫星核心零部件及商业航天赛道，强化产业链卡位。 4、据2026年4月28日年报，公司基站天线技术领先，全球首家实现AFU天线批量商用，客户覆盖华为、爱立信、诺基亚等主流设备商。	1、参股公司四川光为致力于各类光模块研发，400G光模块已实现小规模量产，首批 800G OSFP 2×DR4 光模块已成功实现小批量交付； 2、公司于2024年底出资3000万元参股卫星核心零部件企业鸿擎科技，强化卫星互联网上游关键部件布局，公司与蓝箭航天同为鸿擎科技股东	2026-03-17\|39.27\|-3.68\|41.10\|41.49\|39.20\|167478;2026-03-18\|41.67\|6.11\|39.65\|41.92\|39.27\|325923;2026-03-19\|41.08\|-1.42\|40.50\|42.06\|40.50\|272904;2026-03-20\|39.80\|-3.12\|41.60\|41.70\|39.75\|213185;2026-03-23\|38.46\|-3.37\|39.20\|40.84\|38.13\|256752;2026-03-24\|38.75\|0.75\|39.20\|39.30\|37.40\|225129;2026-03-25\|39.93\|3.05\|40.14\|40.73\|39.40\|222792;2026-03-26\|41.84\|4.78\|40.91\|42.14\|39.33\|618012;2026-03-27\|40.60\|-2.96\|40.12\|41.00\|38.80\|462414;2026-03-30\|42.67\|5.10\|39.32\|43.20\|39.32\|558721;2026-03-31\|44.55\|4.41\|42.70\|46.72\|42.61\|782252;2026-04-01\|42.80\|-3.93\|44.60\|44.94\|42.00\|538746;2026-04-02\|41.22\|-3.69\|42.81\|43.84\|40.93\|350794;2026-04-03\|45.34\|10.00\|42.01\|45.34\|41.98\|633301;2026-04-07\|47.53\|4.83\|44.58\|48.72\|44.53\|1014567;2026-04-08\|49.07\|3.24\|46.67\|51.09\|46.55\|890337;2026-04-09\|47.37\|-3.46\|47.50\|48.87\|46.48\|608538;2026-04-10\|45.53\|-3.88\|47.60\|47.98\|45.51\|562609;2026-04-13\|45.21\|-0.70\|45.06\|45.82\|44.40\|368266;2026-04-14\|48.02\|6.22\|45.55\|49.01\|43.90\|727675;2026-04-15\|47.14\|-1.83\|47.55\|49.49\|46.56\|656952;2026-04-16\|49.38\|4.75\|47.49\|50.00\|46.56\|666900;2026-04-17\|51.02\|3.32\|48.52\|53.06\|48.40\|778372;2026-04-20\|52.88\|3.65\|50.36\|55.00\|50.20\|785049;2026-04-21\|51.18\|-3.21\|52.33\|53.75\|50.60\|571046;2026-04-22\|52.13\|1.86\|50.19\|52.85\|49.01\|540060;2026-04-23\|49.10\|-5.81\|51.61\|52.13\|49.09\|471577;2026-04-24\|45.62\|-7.09\|48.50\|48.67\|45.00\|498125;2026-04-27\|45.05\|-1.25\|45.60\|46.78\|45.02\|351215;2026-04-28\|42.27\|-6.17\|44.65\|44.89\|41.69\|414871;2026-04-29\|42.60\|0.78\|42.01\|43.16\|42.00\|241244;2026-04-30\|43.66\|2.49\|42.61\|44.08\|41.90\|332433;2026-05-06\|48.03\|10.01\|44.13\|48.03\|44.01\|437654;2026-05-07\|51.45\|7.12\|48.79\|51.75\|47.68\|739056;2026-05-08\|51.18\|-0.52\|50.18\|52.45\|50.03\|687605;2026-05-11\|53.01\|3.58\|52.20\|54.40\|50.35\|711652;2026-05-12\|52.06\|-1.79\|52.70\|53.96\|51.13\|486536;2026-05-13\|52.55\|0.94\|51.66\|54.20\|51.06\|572114;2026-05-14\|49.08\|-6.60\|52.90\|54.00\|49.04\|564556;2026-05-15\|48.37\|-1.45\|49.90\|50.10\|47.69\|413487;2026-05-18\|50.27\|3.93\|49.60\|53.21\|49.02\|565587;2026-05-19\|48.33\|-3.86\|50.36\|50.85\|47.50\|401463;2026-05-20\|49.36\|2.13\|48.40\|50.13\|47.79\|439667;2026-05-21\|46.59\|-5.61\|49.94\|49.99\|46.00\|406207;2026-05-22\|47.31\|1.55\|46.70\|47.55\|45.50\|256537;2026-05-25\|48.40\|2.30\|48.29\|49.00\|46.50\|365340;2026-05-26\|46.19\|-4.57\|47.50\|49.40\|45.87\|347280;2026-05-27\|45.47\|-1.56\|47.02\|47.80\|44.32\|305413;2026-05-28\|46.34\|1.91\|44.68\|46.50\|43.72\|256151;2026-05-29\|41.71\|-9.99\|45.51\|45.80\|41.71\|359422;2026-06-01\|39.19\|-6.04\|40.70\|41.19\|39.10\|283854;2026-06-02\|39.19\|0.00\|39.20\|39.70\|37.56\|264430;2026-06-03\|40.02\|2.12\|39.28\|41.30\|39.08\|300562;2026-06-04\|39.75\|-0.67\|39.40\|39.93\|38.90\|167952;2026-06-05\|42.50\|6.92\|41.00\|43.23\|40.34\|442767;2026-06-08\|40.97\|-3.60\|40.40\|42.99\|39.79\|322421;2026-06-09\|39.74\|-3.00\|40.97\|41.37\|38.20\|291573;2026-06-10\|37.00\|-6.89\|39.21\|39.63\|35.85\|289806;2026-06-11\|37.95\|2.57\|36.45\|38.98\|35.72\|268259;2026-06-12\|37.01\|-2.48\|38.33\|38.97\|36.80\|254971;2026-06-15\|37.43\|1.13\|36.81\|37.66\|35.72\|238055;2026-06-16\|36.75\|-1.76\|38.30\|39.30\|36.63\|285997;2026-06-17\|37.10\|0.95\|36.20\|38.41\|36.15\|278110;2026-06-18\|37.11\|0.03\|36.44\|37.73\|35.75\|264454;2026-06-22\|36.38\|-1.97\|37.12\|37.44\|34.81\|307283;2026-06-23\|34.99\|-3.82\|35.81\|36.26\|34.82\|206504;2026-06-24\|35.59\|1.71\|34.99\|35.99\|34.68\|203664;2026-06-25\|34.28\|-3.68\|35.27\|36.11\|34.00\|241971;2026-06-26\|34.60\|0.93\|34.20\|35.54\|33.07\|318779;2026-06-29\|33.77\|-2.40\|34.34\|34.62\|33.37\|207274;2026-06-30\|35.57\|5.33\|34.20\|35.86\|33.80\|237464;2026-07-01\|35.85\|0.79\|35.58\|36.47\|34.92\|239736;2026-07-02\|35.23\|-1.73\|35.30\|37.13\|34.75\|273898;2026-07-03\|36.64\|4.00\|35.37\|37.16\|35.37\|251136;2026-07-06\|33.37\|-8.92\|36.68\|37.15\|33.24\|294725;2026-07-07\|31.68\|-5.06\|33.24\|33.71\|31.52\|191647;2026-07-08\|31.38\|-0.95\|31.94\|32.77\|31.34\|176220;2026-07-09\|32.77\|4.43\|31.70\|32.85\|30.55\|212236;2026-07-10\|34.40\|4.97\|32.78\|36.05\|32.65\|399309;2026-07-13\|30.96\|-10.00\|34.04\|34.04\|30.96\|196439;2026-07-14\|29.01\|-6.30\|29.00\|29.50\|27.86\|341883;2026-07-15\|28.63\|-1.31\|28.24\|29.72\|28.01\|274419;2026-07-16\|27.95\|-2.38\|28.06\|29.13\|27.77\|171178;2026-07-17\|25.80\|-7.69\|27.95\|28.05\|25.21\|233037;2026-07-20\|23.82\|-7.67\|25.98\|26.30\|23.22\|239150;2026-07-21\|25.01\|5.00\|23.90\|25.14\|21.44\|285040;2026-07-22\|25.01\|0.00\|24.84\|25.65\|24.66\|205340;2026-07-23\|25.40\|1.56\|24.61\|25.85\|24.61\|163631;2026-07-24\|24.47\|-3.66\|24.90\|25.39\|24.30\|119161
24155	工信部：推动全光交换等技术向产业园区用户侧延伸	涨停揭秘：光通信核心标的，受益光纤价格暴涨与全光网络加速建设；涨停缘由：央视报道光纤价格暴涨650%；工信部推动全光交换技术向产业园区用户侧延伸；英伟达20亿美元投资Marvell强化光互联生态；ADSS/OPGW光缆在电力、通信双网改造中持续中标；资金逻辑：4月2-20日累计7次登龙虎榜，深股通席位4月增持超500万股，量化资金高频交易活跃，反映对光通信硬件紧缺逻辑的强共识；风险提示：公司营收规模偏小，抗风险能力较弱，光纤涨价红利传导至利润端需观察成本管控与订单执行节奏	公司光纤、光缆及相关产品业务主要包括研发生产销售ADSS、OPGW特种光缆、预制光缆、气吹微缆、非金属光缆等	2026-03-17\|14.99\|-4.83\|15.80\|15.85\|14.94\|80394;2026-03-18\|15.38\|2.60\|15.13\|15.42\|14.91\|64063;2026-03-19\|14.95\|-2.80\|15.21\|15.41\|14.82\|73011;2026-03-20\|14.77\|-1.20\|15.22\|15.99\|14.71\|110229;2026-03-23\|13.69\|-7.31\|14.48\|14.58\|13.56\|105943;2026-03-24\|14.48\|5.77\|14.00\|14.49\|13.68\|86037;2026-03-25\|15.05\|3.94\|14.61\|15.37\|14.61\|91259;2026-03-26\|14.80\|-1.66\|15.01\|15.25\|14.57\|61337;2026-03-27\|15.02\|1.49\|14.67\|15.13\|14.55\|60297;2026-03-30\|15.74\|4.79\|14.76\|15.78\|14.63\|108487;2026-03-31\|15.47\|-1.72\|15.71\|15.77\|15.08\|86285;2026-04-01\|15.59\|0.78\|15.85\|15.93\|15.37\|72914;2026-04-02\|17.15\|10.01\|15.59\|17.15\|15.59\|134934;2026-04-03\|18.87\|10.03\|18.87\|18.87\|18.87\|41783;2026-04-07\|20.76\|10.02\|20.76\|20.76\|20.76\|18108;2026-04-08\|22.84\|10.02\|22.84\|22.84\|22.84\|38031;2026-04-09\|25.12\|9.98\|25.00\|25.12\|24.25\|535423;2026-04-10\|22.61\|-9.99\|24.60\|24.61\|22.61\|246609;2026-04-13\|21.60\|-4.47\|20.35\|22.48\|20.35\|694274;2026-04-14\|23.19\|7.36\|20.63\|23.76\|20.48\|790037;2026-04-15\|21.80\|-5.99\|22.72\|23.09\|21.33\|533029;2026-04-16\|21.15\|-2.98\|21.33\|21.79\|19.84\|466838;2026-04-17\|19.40\|-8.27\|21.06\|21.26\|19.20\|492813;2026-04-20\|21.34\|10.00\|19.41\|21.34\|19.41\|436325;2026-04-21\|20.45\|-4.17\|21.04\|21.13\|19.80\|351335;2026-04-22\|20.69\|1.17\|20.54\|21.17\|20.28\|418762;2026-04-23\|19.14\|-7.49\|20.30\|20.38\|18.94\|355686;2026-04-24\|18.42\|-3.76\|18.94\|19.13\|18.18\|236967;2026-04-27\|18.82\|2.17\|18.43\|18.94\|18.32\|209981;2026-04-28\|18.03\|-4.20\|18.02\|18.47\|17.80\|174252;2026-04-29\|18.01\|-0.11\|17.88\|18.36\|17.72\|125761;2026-04-30\|17.71\|-1.67\|18.00\|18.08\|17.38\|111588;2026-05-06\|18.28\|3.22\|17.95\|18.48\|17.93\|149942;2026-05-07\|19.44\|6.35\|18.80\|19.72\|18.42\|322125;2026-05-08\|19.89\|2.31\|18.99\|19.99\|18.80\|323463;2026-05-11\|19.32\|-2.87\|20.08\|20.11\|18.90\|244118;2026-05-12\|19.19\|-0.67\|19.50\|19.81\|19.01\|207091;2026-05-13\|20.00\|4.22\|18.90\|20.70\|18.86\|314130;2026-05-14\|18.97\|-5.15\|19.71\|20.01\|18.92\|221203;2026-05-15\|18.17\|-4.22\|18.87\|19.18\|18.01\|177877;2026-05-18\|18.70\|2.92\|18.17\|18.89\|18.17\|126583;2026-05-19\|20.57\|10.00\|19.07\|20.57\|19.03\|183003;2026-05-20\|19.98\|-2.87\|20.06\|20.45\|19.82\|314875;2026-05-21\|17.98\|-10.01\|19.68\|19.79\|17.98\|245615;2026-05-22\|17.62\|-2.00\|17.66\|17.73\|16.91\|182839;2026-05-25\|17.99\|2.10\|17.62\|18.14\|17.02\|167057;2026-05-26\|17.74\|-1.39\|17.92\|19.20\|17.52\|182367;2026-05-27\|17.07\|-3.78\|17.63\|18.10\|16.90\|135463;2026-05-28\|17.38\|1.82\|16.93\|17.44\|16.77\|102816;2026-05-29\|16.91\|-2.70\|17.34\|17.67\|16.86\|106967;2026-06-01\|15.22\|-9.99\|15.22\|15.22\|15.22\|24193;2026-06-02\|16.74\|9.99\|14.50\|16.74\|14.50\|216700;2026-06-03\|16.55\|-1.14\|16.72\|17.20\|16.41\|231427;2026-06-04\|16.61\|0.36\|16.58\|17.80\|16.58\|175596;2026-06-05\|16.31\|-1.81\|16.90\|17.10\|16.29\|141225;2026-06-08\|15.60\|-4.35\|16.00\|16.39\|15.46\|113718;2026-06-09\|15.71\|0.71\|15.92\|16.08\|15.32\|92810;2026-06-10\|14.96\|-4.77\|15.45\|15.61\|14.80\|87537;2026-06-11\|14.59\|-2.47\|14.96\|15.28\|14.32\|82268;2026-06-12\|14.42\|-1.17\|14.90\|14.90\|14.37\|73613;2026-06-15\|15.23\|5.62\|14.80\|15.23\|14.51\|89506;2026-06-16\|15.77\|3.55\|15.25\|15.86\|14.86\|113840;2026-06-17\|15.49\|-1.78\|15.41\|15.70\|15.28\|81012;2026-06-18\|15.26\|-1.48\|15.50\|15.63\|15.14\|74294;2026-06-22\|15.26\|0.00\|15.58\|15.68\|14.80\|85401;2026-06-23\|15.28\|0.13\|15.10\|15.80\|15.00\|90123;2026-06-24\|14.86\|-2.75\|15.00\|15.54\|14.51\|81605;2026-06-25\|14.39\|-3.16\|14.95\|15.20\|14.26\|91991;2026-06-26\|13.47\|-6.39\|14.22\|14.28\|13.37\|87332;2026-06-29\|12.97\|-3.71\|13.34\|13.52\|12.56\|105996;2026-06-30\|13.21\|1.85\|12.89\|13.37\|12.81\|68800;2026-07-01\|13.23\|0.15\|13.37\|13.41\|12.89\|77811;2026-07-02\|13.24\|0.08\|13.07\|13.85\|12.97\|91025;2026-07-03\|13.27\|0.23\|13.24\|13.48\|13.16\|58359;2026-07-06\|12.85\|-3.17\|13.33\|13.66\|12.67\|65865;2026-07-07\|12.19\|-5.14\|12.79\|12.87\|12.00\|71512;2026-07-08\|12.20\|0.08\|12.20\|12.43\|11.77\|65341;2026-07-09\|12.56\|2.95\|12.12\|12.56\|11.78\|83629;2026-07-10\|12.28\|-2.23\|12.46\|12.73\|12.23\|72194;2026-07-13\|11.43\|-6.92\|12.19\|12.39\|11.41\|56183;2026-07-14\|11.76\|2.89\|11.56\|11.78\|11.23\|66543;2026-07-15\|11.70\|-0.51\|11.65\|12.08\|11.58\|54719;2026-07-16\|11.80\|0.85\|11.53\|12.02\|11.37\|60044;2026-07-17\|10.84\|-8.14\|11.68\|11.86\|10.73\|77135;2026-07-20\|10.33\|-4.70\|11.03\|11.47\|10.17\|85743;2026-07-21\|10.26\|-0.68\|10.26\|10.44\|9.30\|106578;2026-07-22\|10.15\|-1.07\|10.14\|10.50\|9.98\|64793;2026-07-23\|10.58\|4.24\|10.09\|10.61\|10.09\|62334;2026-07-24\|10.22\|-3.40\|10.57\|10.60\|10.13\|45170
24154	工信部：推动全光交换等技术向产业园区用户侧延伸	光纤+电缆+实控人中国华能+央企行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2026年5月6日互动易，公司目前以电线电缆生产、产业园开发及综合资产运营为主业。2025年，光缆收入占电缆收入的比例为3.83%。据2026年4月24日互动易，控股子公司鲁能泰山曲阜电缆有限公司现生产的光缆产品主要为光纤复合架空地线、全介质自承式光缆、常规层绞式通信光缆、矿用光缆等产品, 其光缆产品可以应用到光通讯以及算力服务相关产业。 2、据2026年4月29日年报，公司以电线电缆生产、产业园开发及综合资产运营为主业，电缆产品涵盖电力电缆、通信光缆、矿用电缆等，深度参与光伏发电系统用直流电缆等行业标准制定。 3、公司实控人为中国华能集团有限公司，最终控制人为国务院国资委。	控股子公司曲阜电缆主要从事电线电缆、光纤光缆、电力光缆等产品的研发、制造与销售	2026-03-17\|3.99\|-1.72\|4.06\|4.15\|3.97\|412457;2026-03-18\|4.01\|0.50\|3.99\|4.14\|3.97\|431237;2026-03-19\|3.96\|-1.25\|3.97\|4.05\|3.91\|372204;2026-03-20\|3.93\|-0.76\|3.96\|4.23\|3.88\|660844;2026-03-23\|3.76\|-4.33\|3.85\|3.96\|3.71\|553814;2026-03-24\|4.14\|10.11\|4.14\|4.14\|4.14\|259138;2026-03-25\|4.55\|9.90\|4.55\|4.55\|4.55\|179583;2026-03-26\|5.01\|10.11\|5.01\|5.01\|5.01\|211712;2026-03-27\|5.51\|9.98\|5.43\|5.51\|5.42\|1337279;2026-03-30\|4.96\|-9.98\|5.50\|5.79\|4.96\|3044760;2026-03-31\|5.46\|10.08\|4.60\|5.46\|4.59\|1937267;2026-04-01\|4.91\|-10.07\|5.30\|5.39\|4.91\|2181044;2026-04-02\|5.40\|9.98\|4.87\|5.40\|4.66\|2578249;2026-04-03\|5.94\|10.00\|5.62\|5.94\|5.32\|2946568;2026-04-07\|6.53\|9.93\|6.50\|6.53\|6.35\|762746;2026-04-08\|6.70\|2.60\|6.95\|7.18\|6.39\|4368996;2026-04-09\|6.03\|-10.00\|6.50\|6.50\|6.03\|3379326;2026-04-10\|5.43\|-9.95\|5.80\|6.03\|5.43\|2436455;2026-04-13\|5.37\|-1.10\|5.21\|5.49\|5.00\|2077355;2026-04-14\|5.15\|-4.10\|5.35\|5.35\|5.07\|1790820;2026-04-15\|4.97\|-3.50\|5.15\|5.27\|4.91\|1647825;2026-04-16\|4.99\|0.40\|4.90\|5.05\|4.81\|1233822;2026-04-17\|4.74\|-5.01\|4.96\|5.01\|4.72\|1437802;2026-04-20\|4.96\|4.64\|4.83\|5.05\|4.80\|1684208;2026-04-21\|4.94\|-0.40\|4.86\|5.07\|4.70\|1501979;2026-04-22\|5.03\|1.82\|4.86\|5.11\|4.83\|1576902;2026-04-23\|4.87\|-3.18\|4.99\|5.09\|4.80\|1261759;2026-04-24\|4.68\|-3.90\|4.80\|4.90\|4.66\|921964;2026-04-27\|4.62\|-1.28\|4.66\|4.66\|4.49\|664911;2026-04-28\|4.51\|-2.38\|4.60\|4.60\|4.46\|636041;2026-04-29\|4.61\|2.22\|4.46\|4.68\|4.43\|674962;2026-04-30\|4.54\|-1.52\|4.65\|4.67\|4.48\|522962;2026-05-06\|4.70\|3.52\|4.60\|4.71\|4.57\|663557;2026-05-07\|5.17\|10.00\|4.91\|5.17\|4.91\|516500;2026-05-08\|5.69\|10.06\|5.43\|5.69\|5.30\|3026117;2026-05-11\|5.83\|2.46\|5.77\|6.03\|5.60\|3240230;2026-05-12\|5.69\|-2.40\|5.61\|6.10\|5.50\|2616334;2026-05-13\|6.26\|10.02\|5.56\|6.26\|5.56\|1222840;2026-05-14\|5.83\|-6.87\|6.26\|6.27\|5.81\|2452831;2026-05-15\|5.51\|-5.49\|5.75\|5.81\|5.44\|1621162;2026-05-18\|5.43\|-1.45\|5.64\|5.68\|5.36\|996503;2026-05-19\|5.34\|-1.66\|5.41\|5.43\|5.21\|814544;2026-05-20\|5.16\|-3.37\|5.31\|5.33\|5.01\|831582;2026-05-21\|4.90\|-5.04\|5.16\|5.24\|4.88\|734790;2026-05-22\|4.99\|1.84\|4.94\|5.03\|4.81\|554049;2026-05-25\|4.94\|-1.00\|5.00\|5.17\|4.90\|624252;2026-05-26\|4.71\|-4.66\|4.90\|4.94\|4.63\|677671;2026-05-27\|4.61\|-2.12\|4.65\|4.75\|4.55\|525905;2026-05-28\|5.07\|9.98\|4.64\|5.07\|4.64\|463902;2026-05-29\|5.28\|4.14\|5.20\|5.45\|4.92\|2268683;2026-06-01\|5.11\|-3.22\|5.06\|5.27\|4.84\|1351310;2026-06-02\|5.41\|5.87\|5.10\|5.42\|4.90\|1757642;2026-06-03\|5.49\|1.48\|5.36\|5.55\|5.25\|1703785;2026-06-04\|5.18\|-5.65\|5.33\|5.34\|5.13\|1098882;2026-06-05\|5.16\|-0.39\|5.08\|5.53\|5.06\|1049122;2026-06-08\|4.76\|-7.75\|4.80\|4.95\|4.65\|988661;2026-06-09\|4.66\|-2.10\|4.85\|4.87\|4.50\|789270;2026-06-10\|4.37\|-6.22\|4.60\|4.61\|4.31\|779982;2026-06-11\|4.22\|-3.43\|4.31\|4.35\|4.19\|523827;2026-06-12\|4.14\|-1.90\|4.27\|4.32\|4.07\|521482;2026-06-15\|4.25\|2.66\|4.20\|4.33\|4.17\|624775;2026-06-16\|4.41\|3.76\|4.25\|4.47\|4.14\|665517;2026-06-17\|4.29\|-2.72\|4.37\|4.44\|4.28\|485579;2026-06-18\|4.04\|-5.83\|4.25\|4.25\|4.04\|582933;2026-06-22\|4.07\|0.74\|4.12\|4.13\|3.96\|487747;2026-06-23\|4.10\|0.74\|4.03\|4.19\|3.99\|470724;2026-06-24\|3.94\|-3.90\|4.04\|4.06\|3.81\|562096;2026-06-25\|3.84\|-2.54\|3.93\|3.96\|3.80\|399449;2026-06-26\|3.68\|-4.17\|3.89\|3.89\|3.68\|451224;2026-06-29\|3.65\|-0.82\|3.62\|3.78\|3.58\|335550;2026-06-30\|3.69\|1.10\|3.65\|3.73\|3.58\|312267;2026-07-01\|3.68\|-0.27\|3.67\|3.74\|3.62\|343473;2026-07-02\|3.61\|-1.90\|3.66\|3.73\|3.60\|357123;2026-07-03\|3.58\|-0.83\|3.61\|3.66\|3.56\|286050;2026-07-06\|3.43\|-4.19\|3.60\|3.61\|3.40\|348675;2026-07-07\|3.32\|-3.21\|3.42\|3.46\|3.28\|332048;2026-07-08\|3.26\|-1.81\|3.32\|3.33\|3.22\|269913;2026-07-09\|3.29\|0.92\|3.23\|3.43\|3.20\|416529;2026-07-10\|3.35\|1.82\|3.28\|3.44\|3.25\|397674;2026-07-13\|3.11\|-7.16\|3.35\|3.35\|3.08\|381696;2026-07-14\|3.19\|2.57\|3.08\|3.19\|3.04\|307523;2026-07-15\|3.24\|1.57\|3.19\|3.36\|3.15\|376472;2026-07-16\|3.21\|-0.93\|3.20\|3.29\|3.17\|249914;2026-07-17\|3.05\|-4.98\|3.17\|3.22\|3.00\|332978;2026-07-20\|3.31\|8.52\|3.03\|3.36\|3.03\|821718;2026-07-21\|3.21\|-3.02\|3.37\|3.40\|3.00\|900534;2026-07-22\|3.16\|-1.56\|3.12\|3.24\|3.12\|530962;2026-07-23\|3.38\|6.96\|3.15\|3.39\|3.12\|699906;2026-07-24\|3.23\|-4.44\|3.39\|3.45\|3.22\|497186
22165	其它归类	中东重建+国际工程+算力+一带一路行业原因：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3月29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-03-17\|8.88\|-1.44\|9.13\|9.17\|8.87\|153330;2026-03-18\|8.66\|-2.48\|8.90\|8.93\|8.59\|211983;2026-03-19\|8.37\|-3.35\|8.58\|8.67\|8.33\|232250;2026-03-20\|8.34\|-0.36\|8.37\|8.47\|8.23\|200484;2026-03-23\|8.07\|-3.24\|8.25\|8.51\|8.01\|292509;2026-03-24\|8.68\|7.56\|8.18\|8.79\|8.16\|461743;2026-03-25\|8.89\|2.42\|8.70\|9.00\|8.56\|387107;2026-03-26\|8.71\|-2.02\|8.87\|8.98\|8.69\|231416;2026-03-27\|8.64\|-0.80\|8.67\|8.72\|8.55\|197081;2026-03-30\|8.76\|1.39\|8.51\|8.86\|8.35\|242002;2026-03-31\|8.96\|2.28\|8.72\|9.14\|8.61\|322352;2026-04-01\|9.01\|0.56\|9.86\|9.86\|8.97\|954114;2026-04-02\|9.91\|9.99\|9.00\|9.91\|8.97\|904582;2026-04-03\|9.53\|-3.83\|9.88\|10.07\|9.32\|1254405;2026-04-07\|10.48\|9.97\|9.89\|10.48\|9.87\|1479594;2026-04-08\|11.53\|10.02\|11.53\|11.53\|11.33\|427483;2026-04-09\|11.50\|-0.26\|12.50\|12.68\|11.50\|2311623;2026-04-10\|10.73\|-6.70\|11.50\|11.62\|10.63\|1665139;2026-04-13\|9.84\|-8.29\|10.20\|10.30\|9.69\|1216386;2026-04-14\|10.82\|9.96\|10.11\|10.82\|9.96\|1653422;2026-04-15\|11.90\|9.98\|11.39\|11.90\|11.39\|1212659;2026-04-16\|11.59\|-2.60\|11.54\|11.93\|11.40\|1607616;2026-04-17\|11.52\|-0.60\|11.58\|12.14\|11.17\|1471630;2026-04-20\|11.97\|3.91\|11.56\|12.19\|11.23\|1473448;2026-04-21\|11.88\|-0.75\|11.75\|12.27\|11.45\|1055852;2026-04-22\|11.54\|-2.86\|11.88\|11.88\|11.30\|922174;2026-04-23\|10.81\|-6.33\|11.24\|11.24\|10.74\|947719;2026-04-24\|10.65\|-1.48\|10.65\|10.96\|10.47\|613330;2026-04-27\|10.22\|-4.04\|10.37\|10.43\|10.15\|593014;2026-04-28\|9.95\|-2.64\|10.16\|10.24\|9.90\|478286;2026-04-29\|10.11\|1.61\|10.02\|10.18\|9.88\|424787;2026-04-30\|10.12\|0.10\|10.05\|10.13\|9.90\|419575;2026-05-06\|10.62\|4.94\|10.37\|11.04\|10.25\|810628;2026-05-07\|11.68\|9.98\|11.32\|11.68\|11.31\|769114;2026-05-08\|11.87\|1.63\|11.46\|12.00\|11.38\|1381041;2026-05-11\|11.73\|-1.18\|11.62\|11.96\|11.62\|740806;2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749;2026-07-13\|8.33\|-6.93\|8.69\|8.69\|8.25\|421021;2026-07-14\|8.43\|1.20\|8.28\|8.44\|8.19\|283927;2026-07-15\|8.49\|0.71\|8.33\|8.51\|8.31\|251336;2026-07-16\|8.46\|-0.35\|8.35\|8.52\|8.26\|234909;2026-07-17\|8.38\|-0.95\|8.55\|8.78\|8.34\|367000;2026-07-20\|8.44\|0.72\|8.58\|8.58\|8.31\|287024;2026-07-21\|8.48\|0.47\|8.47\|8.48\|7.95\|376380;2026-07-22\|8.36\|-1.42\|8.31\|8.61\|8.27\|287352;2026-07-23\|8.55\|2.27\|8.37\|8.57\|8.27\|276866;2026-07-24\|8.23\|-3.74\|8.43\|8.49\|8.22\|253978
22164	其它归类	造纸+业绩减亏+粤港澳大湾区 1、据2026年4月30日年报，公司主要从事环保再生纸的研发、生产与销售，主营高强瓦楞纸、特种纸，致力为下游提供中高档包装纸；公司地处粤东汕头，是国内三大包装装潢印刷生产基地之一，区域产业集群优势明显，有望受益于粤港澳大湾区发展。 2、据2026年4月30日披露的一季报，公司一季度实现营收1.21亿元，同比增长18.12%；归母净利润亏损509万元，亏损同比大幅收窄71.74%。 3、据2026年4月10日公告，公司拟向控股股东转让持续亏损的松炀新材100%股权，以降低运营成本、减少亏损，回笼资金聚焦高强瓦楞原纸等核心业务。	公司主要从事环保再生纸的研产销，正在海南推进视频即开彩票业务	2026-03-17\|20.36\|-3.51\|21.10\|21.38\|20.33\|70639;2026-03-18\|20.65\|1.42\|20.51\|20.91\|20.24\|47441;2026-03-19\|19.94\|-3.44\|20.67\|20.69\|19.78\|69170;2026-03-20\|19.57\|-1.86\|19.91\|20.37\|19.54\|63346;2026-03-23\|18.35\|-6.23\|19.48\|19.80\|18.26\|86954;2026-03-24\|18.98\|3.43\|18.80\|19.05\|18.39\|54794;2026-03-25\|19.15\|0.90\|19.00\|19.28\|18.93\|37605;2026-03-26\|18.90\|-1.31\|19.27\|19.40\|18.67\|42621;2026-03-27\|18.49\|-2.17\|18.72\|18.84\|18.22\|63281;2026-03-30\|17.07\|-7.68\|18.31\|18.50\|16.64\|157637;2026-03-31\|16.47\|-3.51\|16.72\|16.75\|15.65\|146242;2026-04-01\|15.68\|-4.80\|16.50\|16.50\|15.38\|141621;2026-04-02\|17.25\|10.01\|15.64\|17.25\|15.60\|145582;2026-04-03\|17.79\|3.13\|17.50\|18.01\|17.25\|188650;2026-04-07\|19.30\|8.49\|17.79\|19.50\|17.79\|150094;2026-04-08\|18.73\|-2.95\|19.69\|19.87\|18.50\|116166;2026-04-09\|20.60\|9.98\|18.67\|20.60\|18.65\|133782;2026-04-10\|20.23\|-1.80\|20.70\|21.16\|18.81\|305222;2026-04-13\|20.12\|-0.54\|20.33\|21.09\|19.96\|120586;2026-04-14\|19.63\|-2.44\|20.31\|20.33\|19.00\|101606;2026-04-15\|19.02\|-3.11\|19.75\|19.75\|18.95\|74091;2026-04-16\|18.95\|-0.37\|19.00\|19.07\|18.57\|65429;2026-04-17\|18.34\|-3.22\|18.90\|18.94\|18.05\|79186;2026-04-20\|17.81\|-2.89\|17.79\|18.34\|17.62\|78544;2026-04-21\|17.70\|-0.62\|17.72\|18.05\|17.30\|70494;2026-04-22\|17.68\|-0.11\|17.80\|17.90\|17.27\|60983;2026-04-23\|18.25\|3.22\|17.52\|18.74\|17.52\|118703;2026-04-24\|17.77\|-2.63\|18.01\|18.22\|17.46\|58284;2026-04-27\|17.70\|-0.39\|17.88\|17.91\|17.02\|64768;2026-04-28\|18.03\|1.86\|17.65\|18.18\|17.56\|55310;2026-04-29\|18.17\|0.78\|17.80\|18.78\|17.70\|69652;2026-04-30\|18.10\|-0.39\|18.51\|18.59\|17.90\|63538;2026-05-06\|19.15\|5.80\|18.24\|19.75\|18.24\|106797;2026-05-07\|19.78\|3.29\|19.00\|19.87\|18.98\|92224;2026-05-08\|19.99\|1.06\|19.65\|20.58\|19.59\|96061;2026-05-11\|19.33\|-3.30\|19.99\|20.25\|19.08\|107132;2026-05-12\|19.42\|0.47\|19.35\|19.80\|19.08\|66781;2026-05-13\|19.03\|-2.01\|19.23\|19.63\|18.66\|67463;2026-05-14\|18.87\|-0.84\|19.30\|19.38\|18.70\|54078;2026-05-15\|18.45\|-2.23\|19.06\|19.30\|18.37\|58897;2026-05-18\|18.25\|-1.08\|18.45\|18.48\|17.90\|46223;2026-05-19\|18.39\|0.77\|18.15\|18.55\|17.90\|49031;2026-05-20\|18.21\|-0.98\|18.06\|18.55\|18.00\|37670;2026-05-21\|17.16\|-5.77\|18.16\|18.59\|17.06\|71879;2026-05-22\|17.23\|0.41\|17.32\|17.49\|17.02\|61168;2026-05-25\|17.35\|0.70\|17.18\|17.58\|16.58\|74232;2026-05-26\|16.85\|-2.88\|17.18\|17.25\|16.55\|69355;2026-05-27\|16.42\|-2.55\|16.99\|17.80\|16.18\|78501;2026-05-28\|16.50\|0.49\|16.43\|16.88\|16.00\|64387;2026-05-29\|15.82\|-4.12\|16.45\|16.45\|15.66\|67083;2026-06-01\|16.01\|1.20\|15.86\|16.23\|15.66\|45624;2026-06-02\|15.99\|-0.12\|16.08\|16.25\|15.40\|58401;2026-06-03\|16.18\|1.19\|15.99\|16.33\|15.73\|46085;2026-06-04\|15.88\|-1.85\|16.16\|16.30\|15.76\|32764;2026-06-05\|15.85\|-0.19\|15.88\|16.11\|15.38\|45123;2026-06-08\|15.79\|-0.38\|15.73\|15.95\|15.45\|48945;2026-06-09\|15.57\|-1.39\|15.86\|16.10\|15.43\|52406;2026-06-10\|15.28\|-1.86\|15.51\|15.61\|15.11\|36756;2026-06-11\|15.08\|-1.31\|15.09\|15.27\|14.68\|52502;2026-06-12\|15.53\|2.98\|15.20\|15.74\|15.08\|56740;2026-06-15\|15.13\|-2.58\|15.60\|15.72\|14.95\|46375;2026-06-16\|14.76\|-2.45\|15.08\|15.08\|14.65\|42231;2026-06-17\|14.51\|-1.69\|14.75\|14.84\|14.47\|37885;2026-06-18\|14.18\|-2.27\|14.39\|14.60\|14.18\|43456;2026-06-22\|13.56\|-4.37\|14.17\|14.18\|13.20\|76121;2026-06-23\|14.92\|10.03\|13.49\|14.92\|13.38\|74712;2026-06-24\|14.41\|-3.42\|15.17\|15.56\|14.00\|120346;2026-06-25\|14.23\|-1.25\|14.66\|14.66\|13.50\|83105;2026-06-26\|13.00\|-8.64\|14.36\|14.36\|12.98\|88377;2026-06-29\|12.44\|-4.31\|13.04\|13.21\|12.40\|81538;2026-06-30\|12.30\|-1.13\|12.56\|12.90\|12.23\|65962;2026-07-01\|12.58\|2.28\|12.27\|12.63\|12.16\|105601;2026-07-02\|12.74\|1.27\|12.48\|13.83\|12.42\|84044;2026-07-03\|13.60\|6.75\|13.05\|13.86\|12.73\|115682;2026-07-06\|13.21\|-2.87\|13.39\|13.61\|12.90\|88133;2026-07-07\|12.78\|-3.26\|13.19\|13.19\|12.67\|36757;2026-07-08\|12.31\|-3.68\|12.75\|12.75\|12.18\|44742;2026-07-09\|12.71\|3.25\|12.40\|12.75\|12.00\|57188;2026-07-10\|12.99\|2.20\|12.60\|13.48\|12.60\|65697;2026-07-13\|12.09\|-6.93\|12.95\|12.95\|11.92\|48447;2026-07-14\|12.07\|-0.17\|12.07\|12.20\|11.58\|48300;2026-07-15\|12.15\|0.66\|11.94\|12.29\|11.79\|31748;2026-07-16\|12.29\|1.15\|12.01\|12.90\|11.95\|55345;2026-07-17\|11.71\|-4.72\|12.14\|12.31\|11.46\|53139;2026-07-20\|11.54\|-1.45\|11.64\|12.03\|11.09\|58688;2026-07-21\|11.40\|-1.21\|11.48\|11.55\|10.63\|57617;2026-07-22\|11.42\|0.18\|11.40\|11.70\|11.21\|38615;2026-07-23\|11.86\|3.85\|11.42\|11.94\|11.10\|49684;2026-07-24\|11.73\|-1.10\|11.84\|12.03\|11.68\|31936
22163	其它归类	股权转让+聚苯乙烯+回购完成 1、据2026年3月30日公告，实际控制人陈冬琼、陈雁升等分别与Zelos HK、江苏九识签署股权转让协议，间接转让星辉环材19.25%表决权，受让方称基于对公司内在价值认可。 2、据2025年4月29日年度报告，公司具备年产35万吨聚苯乙烯产能，为华南地区最大聚苯乙烯生产企业，产品定位中高端，已切入蒙牛、格兰仕、奥马等知名供应链。 3、据2026年1月6日公告，公司已完成回购计划，累计回购415万股、金额9988万元，占总股本2.14%，用于员工持股或激励。	公司主营高分子合成材料聚苯乙烯，Zelos（Hongkong）Holding Limited持股比例拟升至19.25%	2026-03-17\|24.87\|-3.15\|25.68\|25.86\|24.87\|16264;2026-03-18\|25.21\|1.37\|25.09\|25.29\|24.83\|12996;2026-03-19\|24.52\|-2.74\|25.11\|25.36\|24.42\|15723;2026-03-20\|23.66\|-3.51\|24.75\|24.88\|23.63\|17890;2026-03-23\|21.83\|-7.73\|23.52\|23.55\|21.61\|28863;2026-03-24\|22.66\|3.80\|22.22\|22.66\|21.85\|17493;2026-03-25\|23.09\|1.90\|22.75\|23.30\|22.50\|14084;2026-03-26\|22.85\|-1.04\|23.08\|23.29\|22.68\|10492;2026-03-27\|24.58\|7.57\|22.60\|25.10\|22.53\|32067;2026-03-30\|25.17\|2.40\|24.32\|25.21\|24.16\|32384;2026-03-31\|30.20\|19.98\|30.18\|30.20\|28.01\|113952;2026-04-01\|36.24\|20.00\|36.23\|36.24\|33.25\|179320;2026-04-02\|43.49\|20.01\|41.01\|43.49\|38.80\|224216;2026-04-03\|46.72\|7.43\|47.00\|52.19\|45.00\|361783;2026-04-07\|46.00\|-1.54\|45.24\|48.67\|42.34\|180062;2026-04-08\|45.02\|-2.13\|44.02\|46.50\|43.40\|145530;2026-04-09\|39.59\|-12.06\|43.85\|43.94\|39.06\|171233;2026-04-10\|38.45\|-2.88\|39.78\|40.32\|38.20\|126855;2026-04-13\|40.36\|4.97\|39.50\|40.36\|38.30\|152928;2026-04-14\|41.78\|3.52\|40.50\|42.63\|39.40\|153964;2026-04-15\|41.44\|-0.81\|41.90\|42.50\|40.22\|129618;2026-04-16\|41.06\|-0.92\|41.60\|42.49\|40.78\|100225;2026-04-17\|42.75\|4.12\|40.94\|43.04\|39.00\|139359;2026-04-20\|44.69\|4.54\|41.90\|45.50\|41.20\|151467;2026-04-21\|38.40\|-14.07\|44.00\|44.00\|38.39\|165812;2026-04-22\|39.40\|2.60\|38.30\|39.75\|37.10\|126648;2026-04-23\|38.76\|-1.62\|39.74\|39.79\|38.60\|78121;2026-04-24\|37.10\|-4.28\|38.62\|38.98\|36.95\|94770;2026-04-27\|37.28\|0.49\|37.11\|37.54\|35.88\|61424;2026-04-28\|36.61\|-1.80\|36.93\|37.50\|36.33\|47080;2026-04-29\|37.53\|2.51\|37.13\|38.22\|36.72\|48922;2026-04-30\|37.05\|-1.28\|37.30\|37.50\|36.51\|35050;2026-05-06\|38.49\|3.89\|37.13\|39.90\|37.13\|70839;2026-05-07\|41.01\|6.55\|39.00\|41.70\|38.34\|70334;2026-05-08\|45.48\|10.90\|40.75\|46.90\|40.70\|103670;2026-05-11\|45.30\|-0.40\|45.48\|46.40\|44.00\|78608;2026-05-12\|46.76\|3.22\|45.88\|48.52\|45.77\|76420;2026-05-13\|46.51\|-0.53\|46.20\|47.68\|45.35\|62756;2026-05-14\|46.90\|0.84\|46.22\|49.69\|45.82\|63633;2026-05-15\|47.72\|1.75\|46.87\|48.51\|46.82\|55896;2026-05-18\|46.86\|-1.80\|47.78\|48.83\|46.00\|51968;2026-05-19\|46.88\|0.04\|46.40\|48.14\|46.40\|36844;2026-05-20\|46.29\|-1.26\|46.98\|47.40\|46.13\|28973;2026-05-21\|44.03\|-4.88\|46.00\|46.01\|43.94\|48302;2026-05-22\|45.01\|2.23\|44.03\|45.43\|43.88\|27309;2026-05-25\|48.99\|8.84\|45.00\|50.50\|44.92\|87974;2026-05-26\|50.18\|2.43\|49.51\|53.53\|49.40\|98606;2026-05-27\|50.25\|0.14\|50.04\|51.63\|48.68\|60079;2026-05-28\|49.83\|-0.84\|50.55\|51.20\|48.89\|45106;2026-05-29\|47.19\|-5.30\|49.32\|49.78\|46.32\|50210;2026-06-01\|46.01\|-2.50\|46.92\|48.64\|45.58\|38365;2026-06-02\|48.78\|6.02\|46.01\|49.02\|44.35\|43094;2026-06-03\|47.49\|-2.64\|48.86\|50.35\|47.08\|36257;2026-06-04\|48.41\|1.94\|47.50\|48.48\|46.72\|29939;2026-06-05\|48.67\|0.54\|48.42\|49.99\|47.60\|38889;2026-06-08\|45.95\|-5.59\|46.97\|48.20\|45.01\|36652;2026-06-09\|47.15\|2.61\|45.99\|47.94\|43.50\|35208;2026-06-10\|45.78\|-2.91\|46.47\|47.40\|44.76\|22845;2026-06-11\|45.22\|-1.22\|45.50\|46.05\|44.10\|20385;2026-06-12\|45.08\|-0.31\|45.40\|46.28\|44.20\|28175;2026-06-15\|47.56\|5.50\|45.42\|47.98\|45.30\|29117;2026-06-16\|47.26\|-0.63\|47.11\|47.85\|45.10\|32044;2026-06-17\|50.15\|6.12\|47.00\|50.82\|46.07\|44380;2026-06-18\|47.11\|-6.06\|49.98\|50.11\|45.43\|67266;2026-06-22\|48.90\|3.80\|46.74\|49.18\|45.91\|48983;2026-06-23\|49.00\|0.20\|48.93\|49.88\|48.00\|38123;2026-06-24\|48.55\|-0.72\|48.57\|49.50\|46.33\|40886;2026-06-25\|45.68\|-5.91\|48.49\|48.49\|45.41\|41582;2026-06-26\|44.02\|-3.63\|45.55\|45.68\|43.65\|29929;2026-06-29\|40.72\|-7.50\|44.00\|44.00\|39.55\|40789;2026-06-30\|41.80\|2.65\|40.72\|42.16\|39.55\|26561;2026-07-01\|41.50\|-0.72\|41.79\|41.93\|40.00\|27443;2026-07-02\|43.35\|4.46\|41.00\|46.58\|41.00\|58084;2026-07-03\|43.35\|0.00\|42.79\|45.66\|42.79\|31837;2026-07-06\|41.69\|-3.83\|43.18\|44.11\|41.48\|23357;2026-07-07\|40.04\|-3.96\|41.17\|41.68\|39.82\|15015;2026-07-08\|38.67\|-3.42\|40.21\|40.21\|38.40\|14394;2026-07-09\|40.17\|3.88\|38.77\|40.17\|38.01\|16570;2026-07-10\|39.80\|-0.92\|40.30\|41.14\|39.49\|14484;2026-07-13\|37.44\|-5.93\|39.80\|39.80\|37.35\|25501;2026-07-14\|38.05\|1.63\|38.98\|38.98\|36.98\|17981;2026-07-15\|37.61\|-1.16\|38.40\|38.40\|36.80\|13166;2026-07-16\|36.29\|-3.51\|37.84\|37.84\|35.71\|16197;2026-07-17\|33.21\|-8.49\|36.08\|36.08\|32.57\|36339;2026-07-20\|31.35\|-5.60\|33.42\|35.20\|30.60\|33143;2026-07-21\|31.73\|1.21\|31.62\|31.86\|27.69\|41205;2026-07-22\|38.08\|20.01\|32.46\|38.08\|32.46\|62049;2026-07-23\|38.60\|1.37\|37.69\|39.29\|36.60\|59501;2026-07-24\|38.64\|0.10\|38.17\|40.40\|35.53\|53308
22162		特种油+液冷算力+国资入主行业原因：美以空袭伊朗后，伊朗宣布关闭霍尔木兹海峡，全球约20%海运原油运输受阻。公司原因： 1、据2025年半年度报告及2025年9月8日机构调研纪要，公司主营特种油、燃料油深加工，具备民营炼厂中稀缺的保税高硫燃料油经营资质，2025年度预计亏损大幅收窄，并中标中石油基础油采购项目。 2、据2025年9月8日机构调研纪要，全资子公司无锡极致液冷已设立，计划购置服务器等设施设备用于开展智算服务及相关业务，变压器油等产品可延伸至算力中心浸没式冷却场景。 3、据互动易及2026年2月25日增发提示，无锡市惠山区国资办拟通过定增入主，拟募集资金2.354亿元，定增事项已获深交所首轮问询，尚需监管审核。	1、公司主营特种油、燃料油深加工，具备民营炼厂中稀缺的保税高硫燃料油经营资质，一季度预盈4000万至5000万元，同比扭亏； 2、全资子公司无锡极致液冷科技主要产品为GPU算力服务器液冷系统、算力中心机房液冷组件、液冷油、冷却液、液冷机柜（冷板及浸没式）、冷却塔室外冷机等热管理整体系统	2026-03-17\|13.10\|-3.11\|13.53\|13.72\|13.05\|100406;2026-03-18\|13.32\|1.68\|13.10\|13.34\|12.84\|87943;2026-03-19\|13.42\|0.75\|13.75\|14.09\|13.31\|163357;2026-03-20\|12.68\|-5.51\|13.63\|13.63\|12.53\|140368;2026-03-23\|12.30\|-3.00\|12.60\|13.03\|12.24\|114133;2026-03-24\|12.75\|3.66\|12.32\|12.77\|12.00\|94146;2026-03-25\|12.86\|0.86\|12.66\|13.08\|12.50\|81496;2026-03-26\|12.43\|-3.34\|12.89\|13.05\|12.37\|75867;2026-03-27\|12.71\|2.25\|12.35\|12.74\|12.29\|54334;2026-03-30\|13.50\|6.22\|12.80\|13.56\|12.47\|130487;2026-03-31\|13.77\|2.00\|13.77\|14.61\|13.50\|177336;2026-04-01\|13.91\|1.02\|13.90\|14.38\|13.70\|132234;2026-04-02\|16.69\|19.99\|16.36\|16.69\|15.57\|226482;2026-04-03\|14.72\|-11.80\|17.01\|17.20\|14.60\|465276;2026-04-07\|14.10\|-4.21\|14.47\|14.70\|13.80\|295725;2026-04-08\|14.41\|2.20\|13.71\|14.47\|13.62\|270340;2026-04-09\|14.19\|-1.53\|14.21\|14.48\|14.07\|175486;2026-04-10\|14.73\|3.81\|14.24\|14.99\|13.99\|208865;2026-04-13\|14.90\|1.15\|14.58\|14.97\|14.30\|169471;2026-04-14\|15.10\|1.34\|14.71\|15.17\|14.63\|143267;2026-04-15\|15.07\|-0.20\|14.99\|15.57\|14.70\|168208;2026-04-16\|15.02\|-0.33\|15.10\|15.15\|14.75\|121761;2026-04-17\|14.80\|-1.46\|15.04\|15.18\|14.73\|93178;2026-04-20\|15.09\|1.96\|14.70\|15.28\|14.60\|99720;2026-04-21\|14.83\|-1.72\|15.00\|15.10\|14.55\|99109;2026-04-22\|15.32\|3.30\|14.80\|15.39\|14.73\|111671;2026-04-23\|14.83\|-3.20\|15.42\|15.70\|14.70\|144834;2026-04-24\|14.26\|-3.84\|14.71\|14.88\|14.12\|110639;2026-04-27\|14.57\|2.17\|14.22\|14.68\|14.15\|101214;2026-04-28\|14.27\|-2.06\|14.57\|14.66\|14.18\|81820;2026-04-29\|14.37\|0.70\|14.17\|14.52\|14.17\|66097;2026-04-30\|14.66\|2.02\|14.48\|14.78\|14.39\|77921;2026-05-06\|15.06\|2.73\|14.58\|15.15\|14.38\|95547;2026-05-07\|15.40\|2.26\|15.02\|15.47\|14.95\|93323;2026-05-08\|17.34\|12.60\|15.54\|18.00\|15.50\|289361;2026-05-11\|17.35\|0.06\|17.70\|18.00\|17.18\|218654;2026-05-12\|17.11\|-1.38\|17.24\|17.80\|16.81\|125192;2026-05-13\|19.19\|12.16\|17.09\|19.39\|17.00\|239017;2026-05-14\|18.97\|-1.15\|19.16\|19.85\|18.60\|194122;2026-05-15\|19.15\|0.95\|18.83\|19.66\|18.62\|145876;2026-05-18\|19.55\|2.09\|19.09\|19.70\|18.34\|163602;2026-05-19\|20.12\|2.92\|19.50\|20.74\|19.25\|183357;2026-05-20\|18.93\|-5.91\|19.72\|19.92\|18.81\|164786;2026-05-21\|18.34\|-3.12\|18.86\|19.29\|18.25\|124969;2026-05-22\|18.40\|0.33\|18.39\|18.62\|18.09\|73664;2026-05-25\|17.65\|-4.08\|18.43\|18.91\|17.36\|104003;2026-05-26\|17.58\|-0.40\|17.67\|18.28\|17.32\|83671;2026-05-27\|16.98\|-3.41\|17.42\|17.77\|16.79\|80290;2026-05-28\|16.85\|-0.77\|16.96\|17.12\|16.20\|95465;2026-05-29\|16.69\|-0.95\|16.80\|17.74\|16.61\|117099;2026-06-01\|16.90\|1.26\|16.69\|17.33\|16.53\|91327;2026-06-02\|16.26\|-3.79\|16.88\|16.90\|15.84\|78231;2026-06-03\|16.05\|-1.29\|16.17\|16.27\|15.80\|63266;2026-06-04\|15.56\|-3.05\|15.82\|16.03\|15.30\|74750;2026-06-05\|15.32\|-1.54\|15.50\|15.69\|14.90\|61360;2026-06-08\|14.21\|-7.25\|14.82\|15.40\|13.98\|99031;2026-06-09\|14.69\|3.38\|14.23\|14.76\|13.68\|101366;2026-06-10\|14.60\|-0.61\|14.55\|14.82\|14.17\|67021;2026-06-11\|14.51\|-0.62\|14.60\|14.75\|14.20\|57264;2026-06-12\|14.69\|1.24\|14.63\|15.15\|14.42\|79373;2026-06-15\|14.68\|-0.07\|14.76\|15.04\|14.50\|74622;2026-06-16\|15.04\|2.45\|14.68\|15.24\|14.55\|84382;2026-06-17\|14.08\|-6.38\|14.87\|15.00\|14.02\|97561;2026-06-18\|14.12\|0.28\|14.10\|14.50\|13.70\|74863;2026-06-22\|13.90\|-1.56\|14.20\|14.20\|13.47\|76649;2026-06-23\|13.80\|-0.72\|13.91\|14.35\|13.67\|61300;2026-06-24\|13.10\|-5.07\|13.69\|13.75\|12.78\|109758;2026-06-25\|12.65\|-3.44\|13.32\|13.32\|12.52\|83918;2026-06-26\|11.95\|-5.53\|12.50\|12.63\|11.94\|85730;2026-06-29\|11.62\|-2.76\|12.00\|12.05\|11.40\|71227;2026-06-30\|11.71\|0.77\|11.76\|11.89\|11.40\|53761;2026-07-01\|12.20\|4.18\|12.02\|12.22\|11.62\|75847;2026-07-02\|11.92\|-2.30\|11.97\|12.47\|11.76\|82462;2026-07-03\|11.94\|0.17\|12.10\|12.15\|11.82\|59616;2026-07-06\|12.00\|0.50\|11.90\|12.11\|11.65\|62903;2026-07-07\|11.93\|-0.58\|11.95\|12.15\|11.73\|82928;2026-07-08\|11.90\|-0.25\|12.00\|12.28\|11.49\|79505;2026-07-09\|11.36\|-4.54\|12.00\|12.16\|11.08\|99540;2026-07-10\|11.50\|1.23\|11.21\|11.92\|11.00\|86925;2026-07-13\|11.48\|-0.17\|11.50\|12.18\|11.40\|108788;2026-07-14\|11.95\|4.09\|11.44\|12.06\|11.38\|114423;2026-07-15\|11.20\|-6.28\|11.71\|11.74\|11.17\|100035;2026-07-16\|11.18\|-0.18\|11.16\|11.38\|11.00\|60890;2026-07-17\|10.43\|-6.71\|11.13\|11.41\|10.33\|84250;2026-07-20\|10.43\|0.00\|10.60\|11.19\|10.21\|107333;2026-07-21\|10.11\|-3.07\|10.25\|10.41\|9.32\|127211;2026-07-22\|9.99\|-1.19\|10.01\|10.31\|9.91\|81632;2026-07-23\|10.49\|5.00\|10.00\|10.54\|9.97\|73710;2026-07-24\|9.94\|-5.24\|10.82\|11.12\|9.89\|108897
22161		特高压线缆+航空零部件+券商上调评级行业原因： AI算力爆发引起全球数据中心缺电，我国电网设备企业迎出海机遇。中信建投研报指出，中国电力设备出海迎来黄金发展期。2026年1~2月海关数据显示，中国电力变压器出口增速保持40%以上，延续较高增长态势，持续印证海外需求旺盛。公司原因： 1、据2026年3月31日年报，公司800kV及以上特高压线缆营收同比增78.75%，海外出口增75.38%，电网中标份额持续扩大。 2、据2026年3月31日年报，子公司成都航飞订单饱满，配套多款军用及C919等民用机型，航空零部件业务营收同比增54.95%。 3、据21世纪经济报道2026年5月11日，中泰证券将公司评级由“增持”上调至“买入”。	国内架空导线龙头，特高压导线主要供应商，2025年净利润增逾5倍	2026-03-17\|9.99\|-4.49\|10.50\|10.53\|9.97\|331501;2026-03-18\|10.28\|2.90\|10.01\|10.29\|10.01\|223677;2026-03-19\|9.91\|-3.60\|10.13\|10.19\|9.85\|223718;2026-03-20\|9.62\|-2.93\|9.98\|10.15\|9.60\|212155;2026-03-23\|9.11\|-5.30\|9.44\|9.62\|9.04\|274171;2026-03-24\|9.59\|5.27\|9.36\|9.61\|9.20\|246928;2026-03-25\|9.79\|2.09\|9.59\|9.83\|9.55\|216395;2026-03-26\|9.55\|-2.45\|9.80\|9.87\|9.49\|162135;2026-03-27\|9.69\|1.47\|9.42\|9.73\|9.39\|158027;2026-03-30\|9.81\|1.24\|9.59\|9.81\|9.49\|215258;2026-03-31\|10.79\|9.99\|10.27\|10.79\|9.98\|565903;2026-04-01\|11.87\|10.01\|11.37\|11.87\|11.17\|836190;2026-04-02\|13.06\|10.03\|12.99\|13.06\|11.93\|2109967;2026-04-03\|12.62\|-3.37\|13.78\|14.37\|12.49\|2071272;2026-04-07\|13.25\|4.99\|12.52\|13.88\|12.38\|1849764;2026-04-08\|13.55\|2.26\|13.12\|13.80\|12.89\|1972574;2026-04-09\|13.27\|-2.07\|13.03\|13.73\|12.84\|1520321;2026-04-10\|13.57\|2.26\|13.40\|14.06\|13.33\|1631242;2026-04-13\|14.28\|5.23\|13.27\|14.31\|13.27\|1629163;2026-04-14\|13.81\|-3.29\|13.87\|14.18\|13.55\|1355845;2026-04-15\|14.04\|1.67\|13.65\|14.29\|13.26\|1369226;2026-04-16\|13.91\|-0.93\|13.78\|14.19\|13.00\|1319070;2026-04-17\|13.88\|-0.22\|14.21\|15.00\|13.72\|1357632;2026-04-20\|15.27\|10.01\|14.65\|15.27\|14.43\|1003765;2026-04-21\|14.18\|-7.14\|16.14\|16.48\|14.14\|1927715;2026-04-22\|13.84\|-2.40\|13.97\|14.17\|13.62\|1257142;2026-04-23\|14.27\|3.11\|13.63\|14.64\|13.63\|1230631;2026-04-24\|14.25\|-0.14\|13.65\|14.69\|13.63\|1084078;2026-04-27\|15.68\|10.04\|14.71\|15.68\|14.71\|1218616;2026-04-28\|15.11\|-3.64\|15.54\|15.66\|14.89\|1197138;2026-04-29\|15.57\|3.04\|15.20\|15.83\|15.16\|1214587;2026-04-30\|14.67\|-5.78\|15.40\|15.65\|14.20\|1136453;2026-05-06\|15.12\|3.07\|15.21\|15.52\|14.99\|1002479;2026-05-07\|16.06\|6.22\|15.24\|16.25\|15.17\|1055095;2026-05-08\|15.54\|-3.24\|15.81\|15.90\|15.44\|854454;2026-05-11\|15.00\|-3.47\|15.66\|15.78\|14.88\|880195;2026-05-12\|16.50\|10.00\|14.89\|16.50\|14.62\|1170118;2026-05-13\|12.90\|9.97\|12.12\|12.90\|12.07\|1888191;2026-05-14\|11.61\|-10.00\|12.68\|12.89\|11.61\|1824795;2026-05-15\|10.45\|-9.99\|11.08\|11.25\|10.45\|1638391;2026-05-18\|10.10\|-3.35\|10.22\|10.54\|9.95\|1031768;2026-05-19\|9.85\|-2.48\|10.15\|10.15\|9.65\|864065;2026-05-20\|9.63\|-2.23\|9.81\|9.84\|9.46\|700919;2026-05-21\|9.18\|-4.67\|9.64\|9.81\|9.15\|750566;2026-05-22\|9.49\|3.38\|9.37\|9.58\|9.24\|583939;2026-05-25\|9.27\|-2.32\|9.61\|9.77\|9.16\|668451;2026-05-26\|9.04\|-2.48\|9.27\|9.30\|8.80\|569809;2026-05-27\|8.84\|-2.21\|9.00\|9.10\|8.71\|455220;2026-05-28\|9.18\|3.85\|8.99\|9.30\|8.89\|720531;2026-05-29\|9.16\|-0.22\|9.18\|9.40\|8.93\|749137;2026-06-01\|9.19\|0.33\|9.10\|9.31\|8.90\|530327;2026-06-02\|8.93\|-2.83\|9.18\|9.19\|8.60\|573851;2026-06-03\|8.87\|-0.67\|8.86\|8.97\|8.74\|474208;2026-06-04\|8.69\|-2.03\|8.81\|8.87\|8.62\|397117;2026-06-05\|8.69\|0.00\|8.68\|8.84\|8.42\|469756;2026-06-08\|8.22\|-5.41\|8.41\|8.58\|8.15\|417131;2026-06-09\|8.45\|2.80\|8.51\|8.54\|8.24\|346021;2026-06-10\|8.12\|-3.91\|8.45\|8.45\|8.06\|335540;2026-06-11\|8.07\|-0.62\|8.08\|8.16\|7.99\|264340;2026-06-12\|8.22\|1.86\|8.21\|8.38\|8.12\|360717;2026-06-15\|8.41\|2.31\|8.30\|8.49\|8.25\|303178;2026-06-16\|8.43\|0.24\|8.41\|8.49\|8.25\|322487;2026-06-17\|8.31\|-1.42\|8.40\|8.59\|8.25\|386020;2026-06-18\|8.21\|-1.20\|8.28\|8.31\|8.15\|323982;2026-06-22\|8.25\|0.49\|8.21\|8.25\|7.90\|427358;2026-06-23\|8.62\|4.48\|8.27\|8.97\|8.24\|773046;2026-06-24\|8.23\|-4.52\|8.62\|8.62\|8.06\|642484;2026-06-25\|7.96\|-3.28\|8.32\|8.47\|7.92\|484823;2026-06-26\|7.60\|-4.52\|7.97\|8.02\|7.56\|429504;2026-06-29\|7.47\|-1.71\|7.61\|7.73\|7.36\|339671;2026-06-30\|7.44\|-0.40\|7.43\|7.49\|7.28\|267036;2026-07-01\|7.39\|-0.67\|7.44\|7.50\|7.24\|348843;2026-07-02\|7.39\|0.00\|7.30\|7.78\|7.27\|442671;2026-07-03\|7.58\|2.57\|7.39\|7.70\|7.38\|365518;2026-07-06\|7.26\|-4.22\|7.60\|7.65\|7.25\|352366;2026-07-07\|7.05\|-2.89\|7.19\|7.28\|6.99\|246033;2026-07-08\|6.81\|-3.40\|7.05\|7.11\|6.80\|254388;2026-07-09\|6.81\|0.00\|6.74\|6.84\|6.46\|320585;2026-07-10\|6.86\|0.73\|6.80\|7.10\|6.75\|318336;2026-07-13\|6.39\|-6.85\|6.86\|6.86\|6.37\|294258;2026-07-14\|6.50\|1.72\|6.34\|6.50\|6.23\|278973;2026-07-15\|5.99\|-7.85\|6.23\|6.25\|5.90\|577192;2026-07-16\|5.91\|-1.34\|5.91\|6.08\|5.80\|379590;2026-07-17\|5.59\|-5.41\|5.89\|5.94\|5.53\|348270;2026-07-20\|5.48\|-1.97\|5.66\|5.74\|5.40\|377961;2026-07-21\|5.56\|1.46\|5.48\|5.56\|5.10\|432289;2026-07-22\|5.42\|-2.52\|5.50\|5.61\|5.38\|270975;2026-07-23\|5.96\|9.96\|5.44\|5.96\|5.42\|562710;2026-07-24\|5.86\|-1.68\|6.06\|6.19\|5.84\|907165
22160	智谱一季度API涨价83%，调用量增长400%，港股股价大涨30%	涨停揭秘：AI算力爆发驱动液冷服务器渗透率快速提升，公司液冷管路产品通过UL认证并已批量进入英维克、中航光电等头部供应链；涨停缘由：AI算力需求激增致液冷散热成刚性选择；公司液冷管路达V0级阻燃标准并获美国UL认证；已进入CoolerMaster、AVC、英维克、中航光电、飞荣达等主流散热厂商体系；资金逻辑：液冷服务器板块资金高度聚焦，该股量能放大三倍，主力借AI硬件升级趋势卡位液冷零组件核心供应商；风险提示：液冷业务占比较小，客户认证周期长，行业新进入者增多或加剧价格竞争	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，管路产品目前已经进入了CoolerMaster、AVC、英维克、中航光电、飞荣达、宝德华南等供应商体系	2026-03-17\|31.82\|-4.53\|33.60\|33.79\|31.80\|58955;2026-03-18\|32.61\|2.48\|32.14\|32.95\|31.72\|54356;2026-03-19\|31.71\|-2.76\|31.80\|32.33\|31.60\|39190;2026-03-20\|30.57\|-3.60\|31.80\|32.14\|30.56\|43084;2026-03-23\|28.07\|-8.18\|29.77\|30.16\|27.87\|85530;2026-03-24\|29.12\|3.74\|28.63\|29.21\|27.97\|52232;2026-03-25\|29.66\|1.85\|29.15\|29.86\|29.15\|48842;2026-03-26\|30.77\|3.74\|29.48\|32.28\|29.33\|139419;2026-03-27\|29.60\|-3.80\|30.11\|30.50\|29.18\|82847;2026-03-30\|30.35\|2.53\|29.05\|30.69\|28.58\|78569;2026-03-31\|29.80\|-1.81\|30.20\|30.82\|29.80\|47240;2026-04-01\|31.82\|6.78\|30.55\|31.89\|30.39\|105720;2026-04-02\|35.29\|10.91\|31.50\|36.97\|31.38\|298724;2026-04-03\|36.87\|4.48\|36.26\|37.60\|35.87\|281414;2026-04-07\|35.88\|-2.69\|36.51\|36.97\|35.41\|124247;2026-04-08\|37.66\|4.96\|36.66\|37.80\|36.00\|148175;2026-04-09\|41.41\|9.96\|36.91\|42.83\|36.91\|415726;2026-04-10\|39.58\|-4.42\|43.80\|44.80\|39.30\|392175;2026-04-13\|38.81\|-1.95\|39.58\|40.80\|38.47\|231881;2026-04-14\|39.05\|0.62\|39.11\|40.35\|37.98\|234643;2026-04-15\|39.02\|-0.08\|39.11\|39.94\|38.46\|188055;2026-04-16\|38.82\|-0.51\|39.00\|39.26\|38.05\|167303;2026-04-17\|38.35\|-1.21\|38.80\|39.62\|37.81\|230241;2026-04-20\|39.68\|3.47\|39.00\|41.58\|38.79\|285675;2026-04-21\|38.61\|-2.70\|39.00\|39.61\|37.51\|238564;2026-04-22\|37.97\|-1.66\|38.09\|38.36\|36.80\|173803;2026-04-23\|36.16\|-4.77\|37.66\|38.17\|35.98\|153505;2026-04-24\|37.40\|3.43\|35.88\|38.48\|34.45\|257044;2026-04-27\|36.49\|-2.43\|36.89\|37.45\|36.49\|117083;2026-04-28\|37.70\|3.32\|36.73\|39.21\|36.73\|199521;2026-04-29\|36.95\|-1.99\|36.90\|37.99\|36.70\|121809;2026-04-30\|38.92\|5.33\|37.00\|39.63\|36.58\|207700;2026-05-06\|40.66\|4.47\|40.36\|41.68\|39.56\|224261;2026-05-07\|42.01\|3.32\|40.89\|42.96\|40.32\|194739;2026-05-08\|40.95\|-2.52\|41.28\|42.30\|40.53\|159104;2026-05-11\|41.50\|1.34\|41.68\|42.76\|41.27\|156469;2026-05-12\|40.78\|-1.73\|41.38\|41.49\|40.10\|135128;2026-05-13\|41.63\|2.08\|40.63\|41.90\|40.49\|119823;2026-05-14\|40.90\|-1.75\|42.60\|43.80\|40.85\|163777;2026-05-15\|40.57\|-0.81\|41.36\|42.50\|40.01\|135725;2026-05-18\|40.80\|0.57\|39.95\|41.68\|39.50\|123279;2026-05-19\|44.00\|7.84\|41.30\|44.30\|40.58\|260620;2026-05-20\|43.89\|-0.25\|43.52\|44.44\|42.50\|195469;2026-05-21\|40.81\|-7.02\|43.88\|44.40\|40.66\|183811;2026-05-22\|42.00\|2.92\|41.00\|42.49\|40.49\|115072;2026-05-25\|41.90\|-0.24\|42.05\|42.58\|41.11\|106908;2026-05-26\|39.39\|-5.99\|41.60\|41.90\|38.80\|132770;2026-05-27\|37.71\|-4.26\|39.21\|39.76\|37.32\|104631;2026-05-28\|37.65\|-0.16\|37.71\|39.39\|36.88\|106299;2026-05-29\|34.43\|-8.55\|37.77\|38.69\|34.01\|129226;2026-06-01\|33.87\|-1.63\|34.88\|35.88\|33.80\|101795;2026-06-02\|36.42\|7.53\|35.10\|37.10\|34.70\|180958;2026-06-03\|34.90\|-4.17\|36.83\|37.88\|34.50\|135003;2026-06-04\|35.17\|0.77\|34.41\|35.86\|34.39\|95290;2026-06-05\|34.12\|-2.99\|34.90\|34.91\|33.90\|85500;2026-06-08\|32.10\|-5.92\|32.01\|33.34\|31.30\|123582;2026-06-09\|34.02\|5.98\|32.58\|34.39\|31.70\|123409;2026-06-10\|32.64\|-4.06\|33.62\|34.04\|32.25\|71801;2026-06-11\|32.07\|-1.75\|32.20\|32.99\|31.60\|63879;2026-06-12\|32.85\|2.43\|32.68\|34.39\|32.60\|104693;2026-06-15\|35.45\|7.91\|33.49\|35.58\|33.15\|111327;2026-06-16\|36.37\|2.60\|35.52\|38.17\|35.52\|151487;2026-06-17\|35.49\|-2.42\|36.03\|36.33\|35.02\|113698;2026-06-18\|34.75\|-2.09\|35.17\|35.97\|34.69\|105551;2026-06-22\|34.30\|-1.29\|35.09\|35.88\|32.88\|119888;2026-06-23\|32.02\|-6.65\|36.03\|36.80\|31.84\|246772;2026-06-24\|31.14\|-2.75\|31.45\|31.96\|30.45\|156943;2026-06-25\|31.99\|2.73\|31.29\|34.18\|31.10\|192955;2026-06-26\|32.80\|2.53\|31.99\|35.87\|31.80\|276723;2026-06-29\|31.91\|-2.71\|32.30\|33.50\|31.37\|162233;2026-06-30\|33.39\|4.64\|31.87\|33.44\|31.41\|134264;2026-07-01\|34.28\|2.67\|33.24\|36.00\|32.96\|194403;2026-07-02\|35.75\|4.29\|33.53\|36.77\|33.00\|202011;2026-07-03\|36.75\|2.80\|36.65\|39.50\|36.51\|245857;2026-07-06\|37.10\|1.73\|36.40\|39.16\|35.61\|223339;2026-07-07\|35.25\|-4.99\|36.83\|37.33\|34.52\|175336;2026-07-08\|34.48\|-2.18\|35.24\|36.49\|34.37\|116182;2026-07-09\|36.18\|4.93\|34.69\|36.36\|33.60\|132441;2026-07-10\|35.80\|-1.05\|35.60\|37.44\|35.12\|134212;2026-07-13\|33.19\|-7.29\|35.42\|36.75\|33.02\|112077;2026-07-14\|33.16\|-0.09\|33.20\|33.73\|31.52\|93618;2026-07-15\|31.85\|-3.95\|33.10\|33.46\|31.32\|79618;2026-07-16\|31.55\|-0.94\|31.31\|32.77\|30.30\|83009;2026-07-17\|27.90\|-11.57\|31.32\|31.39\|26.90\|148219;2026-07-20\|25.43\|-8.85\|28.17\|28.54\|24.60\|129457;2026-07-21\|26.60\|4.60\|25.38\|26.62\|23.03\|138581;2026-07-22\|26.78\|0.68\|26.01\|27.88\|26.01\|119329;2026-07-23\|26.40\|-1.42\|26.51\|27.45\|26.05\|67107;2026-07-24\|25.39\|-3.83\|25.99\|26.39\|25.34\|58227
22159	智谱一季度API涨价83%，调用量增长400%，港股股价大涨30%	润滑油+氢能催化剂+军工认证 1、据2026年4月24日年报，公司氢能子公司创启新能催化的燃料电池催化剂已切入头部膜电极/燃料电池生产商供应链，市占率居行业第一梯队，产品覆盖氢能重卡、无人机等场景；电解水制氢催化剂完成多家电解槽企业小批量验证。 2、据2026年4月24日年报，公司主营润滑油及汽车化学品，车用润滑油位居本土品牌第一梯队，纳米陶瓷机油销量居全国前列；工业润滑油在风电、瓦斯发电细分市场占有率居本土品牌前列，产品应用于哈电集团等企业。 3、据2026年4月24日年报，公司持续更新国军标及煤安等体系认证，润滑油、防冻液已通过国军标9001C-2017认证。	公司基于防冻冷却液产品多年的生产研发技术经验，在数据中心冷液方面已有相应的技术储备	2026-03-17\|13.87\|-2.53\|14.28\|14.53\|13.86\|37041;2026-03-18\|13.92\|0.36\|13.85\|14.01\|13.62\|30527;2026-03-19\|13.35\|-4.09\|13.97\|14.02\|13.26\|40887;2026-03-20\|12.99\|-2.70\|13.35\|13.46\|12.98\|41227;2026-03-23\|12.08\|-7.01\|12.65\|12.83\|12.02\|54584;2026-03-24\|12.98\|7.45\|12.30\|13.00\|12.25\|74236;2026-03-25\|14.07\|8.40\|13.24\|14.19\|13.13\|84632;2026-03-26\|13.67\|-2.84\|14.05\|14.18\|13.55\|58828;2026-03-27\|13.88\|1.54\|13.48\|14.02\|13.48\|34039;2026-03-30\|14.15\|1.95\|13.80\|14.28\|13.80\|36749;2026-03-31\|13.90\|-1.77\|14.30\|14.30\|13.87\|25099;2026-04-01\|14.20\|2.16\|14.08\|14.44\|13.91\|38206;2026-04-02\|15.62\|10.00\|14.39\|15.62\|14.17\|116880;2026-04-03\|14.89\|-4.67\|15.00\|15.46\|14.63\|136568;2026-04-07\|15.07\|1.21\|14.88\|15.26\|14.59\|83999;2026-04-08\|15.40\|2.19\|14.80\|15.40\|14.80\|69649;2026-04-09\|15.43\|0.19\|15.25\|15.53\|15.18\|59483;2026-04-10\|16.53\|7.13\|15.53\|16.66\|15.43\|167620;2026-04-13\|17.92\|8.41\|16.53\|18.08\|16.48\|232587;2026-04-14\|16.72\|-6.70\|17.90\|17.95\|16.14\|232652;2026-04-15\|16.69\|-0.18\|16.55\|16.91\|16.16\|116414;2026-04-16\|16.84\|0.90\|16.69\|17.00\|16.51\|53097;2026-04-17\|16.75\|-0.53\|17.00\|17.00\|16.47\|62976;2026-04-20\|16.91\|0.96\|16.75\|17.85\|16.74\|161042;2026-04-21\|17.27\|2.13\|17.00\|17.44\|16.81\|70286;2026-04-22\|17.53\|1.51\|17.28\|17.58\|17.00\|55538;2026-04-23\|17.78\|1.43\|17.62\|18.00\|17.48\|73506;2026-04-24\|17.36\|-2.36\|17.58\|17.78\|17.09\|77583;2026-04-27\|18.22\|4.95\|17.36\|18.50\|17.14\|112161;2026-04-28\|18.69\|2.58\|18.60\|19.35\|18.11\|126965;2026-04-29\|18.94\|1.34\|18.60\|19.08\|18.38\|89905;2026-04-30\|18.21\|-3.85\|18.50\|18.94\|17.88\|94686;2026-05-06\|17.38\|-4.56\|18.12\|18.16\|17.31\|120158;2026-05-07\|17.30\|-0.46\|17.28\|17.69\|17.13\|87061;2026-05-08\|16.98\|-1.85\|17.29\|17.29\|16.56\|79593;2026-05-11\|18.30\|7.77\|16.99\|18.68\|16.89\|210350;2026-05-12\|19.32\|5.57\|18.54\|19.70\|18.54\|202627;2026-05-13\|19.28\|-0.21\|19.42\|19.65\|18.75\|118259;2026-05-14\|18.66\|-3.22\|19.36\|19.40\|18.20\|93892;2026-05-15\|19.00\|1.82\|18.71\|20.40\|18.71\|99367;2026-05-18\|18.60\|-2.11\|18.97\|19.20\|17.91\|88302;2026-05-19\|18.23\|-1.99\|18.56\|18.65\|17.98\|57174;2026-05-20\|18.36\|0.71\|18.05\|18.74\|17.95\|54741;2026-05-21\|17.63\|-3.98\|18.21\|18.43\|17.48\|61110;2026-05-22\|17.46\|-0.96\|17.64\|17.80\|17.10\|55790;2026-05-25\|16.81\|-3.72\|17.46\|17.46\|16.55\|72329;2026-05-26\|16.30\|-3.03\|16.63\|16.86\|16.15\|50862;2026-05-27\|15.79\|-3.13\|16.30\|16.32\|15.64\|51206;2026-05-28\|15.75\|-0.25\|15.56\|15.95\|15.29\|38602;2026-05-29\|15.57\|-1.14\|15.78\|16.38\|15.37\|63091;2026-06-01\|16.15\|3.73\|15.59\|16.88\|15.48\|78327;2026-06-02\|15.71\|-2.72\|16.15\|16.23\|15.37\|76767;2026-06-03\|15.91\|1.27\|15.88\|16.16\|15.65\|61155;2026-06-04\|15.43\|-3.02\|15.76\|15.89\|15.26\|47956;2026-06-05\|16.03\|3.89\|15.42\|16.12\|15.38\|74598;2026-06-08\|15.06\|-6.05\|15.47\|15.96\|15.03\|76263;2026-06-09\|14.86\|-1.33\|15.15\|15.25\|14.47\|51763;2026-06-10\|14.90\|0.27\|14.83\|15.06\|14.58\|31978;2026-06-11\|16.09\|7.99\|14.90\|16.15\|14.57\|68327;2026-06-12\|16.03\|-0.37\|16.00\|16.80\|15.54\|87185;2026-06-15\|15.98\|-0.31\|16.08\|16.24\|15.60\|48893;2026-06-16\|16.05\|0.44\|16.17\|16.48\|15.73\|62066;2026-06-17\|16.08\|0.19\|15.96\|16.10\|15.73\|32004;2026-06-18\|15.44\|-3.98\|16.02\|16.02\|15.30\|60594;2026-06-22\|14.99\|-2.91\|15.35\|15.39\|14.63\|58641;2026-06-23\|15.51\|3.47\|15.13\|15.90\|14.71\|68843;2026-06-24\|15.18\|-2.13\|15.77\|15.85\|14.93\|47894;2026-06-25\|15.08\|-0.66\|14.98\|15.32\|14.64\|50141;2026-06-26\|14.27\|-4.74\|14.98\|15.05\|14.00\|46994;2026-06-29\|13.65\|-4.34\|14.26\|14.31\|13.47\|53090;2026-06-30\|13.68\|0.22\|13.65\|13.80\|13.30\|40755;2026-07-01\|13.84\|1.17\|13.86\|14.01\|13.50\|33753;2026-07-02\|13.84\|0.00\|13.63\|14.20\|13.59\|38222;2026-07-03\|15.22\|9.97\|13.87\|15.22\|13.87\|37111;2026-07-06\|14.75\|-3.09\|15.22\|15.49\|14.35\|89199;2026-07-07\|13.88\|-5.90\|14.87\|14.90\|13.75\|86430;2026-07-08\|13.89\|0.07\|14.01\|14.01\|13.40\|63693;2026-07-09\|13.08\|-5.83\|13.86\|13.88\|12.93\|53195;2026-07-10\|13.14\|0.46\|13.00\|13.43\|12.84\|39578;2026-07-13\|11.95\|-9.06\|13.38\|13.38\|11.90\|52161;2026-07-14\|12.04\|0.75\|12.04\|12.19\|11.76\|57045;2026-07-15\|11.66\|-3.16\|11.95\|12.08\|11.50\|51168;2026-07-16\|11.85\|1.63\|11.69\|12.16\|11.30\|65275;2026-07-17\|11.31\|-4.56\|11.94\|12.38\|11.00\|63982;2026-07-20\|10.63\|-6.01\|11.34\|11.70\|10.33\|68435;2026-07-21\|11.07\|4.14\|10.90\|11.18\|9.90\|84317;2026-07-22\|11.24\|1.54\|11.07\|11.80\|10.95\|69477;2026-07-23\|11.93\|6.14\|11.14\|11.95\|11.13\|53519;2026-07-24\|11.70\|-1.93\|11.90\|12.00\|11.34\|55701
22158	广期所碳酸锂主力合约突破16万元/吨	锂盐湖+二期爬坡+宝武央企行业原因： 1、据证券时报4月15日报道，宜春四家锂矿5月或停产换证，国内整改叠加海外进口受限，碳酸锂供应短期受挤压，期货主力合约盘中突破17万元/吨。 2、方正证券4月11日研报指出，下游4-5月排产创新高，储能需求确定，动力端销量回升，供需紧张支撑锂价高位。公司原因： 1、据2025年年度报告，扎布耶盐湖二期万吨电池级碳酸锂项目已于2025年9月投产，设计年产能1.2万吨，目前处于产能爬坡阶段，公司正全力攻坚“达产、达标、达效”。 2、据2025年年度报告，公司拥有亚洲最大锂矿盐湖扎布耶独家开采权及罗布莎铬铁矿采矿权，铬铁矿批复规模15万吨/年，资源储量与品位优势显著。 3、据2025年年度报告，公司为宝武集团一级子公司，最终控制人为国务院国资委，享有西藏特殊政策及央企协同优势。	1、公司拥有独家开采权的西藏扎布耶盐湖是世界三大、亚洲第一大锂矿盐湖，扎布耶盐湖卤水类型为碳酸盐型； 2、参股金川集团股份有限公司，金川集团主要生产镍、铜、钴、铂族贵金属及有色金属压延加工产品、化工产品、有色金属化学品、有色金属新材料等，拥有世界第三大硫化镍铜矿床，是中国最大、世界领先的镍钴生产基地	2026-03-17\|28.19\|-3.33\|29.16\|29.47\|28.18\|170548;2026-03-18\|27.48\|-2.52\|28.19\|28.60\|27.21\|159802;2026-03-19\|25.85\|-5.93\|27.06\|27.10\|25.68\|241219;2026-03-20\|26.05\|0.77\|26.12\|27.25\|25.55\|265404;2026-03-23\|25.53\|-2.00\|25.49\|26.98\|25.28\|254281;2026-03-24\|26.71\|4.62\|26.21\|26.74\|25.28\|276014;2026-03-25\|27.23\|1.95\|27.24\|27.68\|26.62\|254320;2026-03-26\|28.80\|5.77\|27.01\|29.28\|26.96\|400185;2026-03-27\|30.83\|7.05\|28.66\|31.23\|28.30\|482435;2026-03-30\|30.90\|0.23\|30.97\|31.29\|30.43\|419387;2026-03-31\|29.04\|-6.02\|30.59\|30.59\|28.90\|361794;2026-04-01\|28.42\|-2.13\|29.44\|29.50\|28.30\|257240;2026-04-02\|31.26\|9.99\|28.31\|31.26\|27.88\|646912;2026-04-03\|30.29\|-3.10\|31.26\|32.15\|30.16\|532703;2026-04-07\|30.40\|0.36\|30.34\|30.60\|29.87\|329879;2026-04-08\|30.75\|1.15\|30.30\|30.99\|29.68\|372260;2026-04-09\|30.80\|0.16\|30.75\|31.47\|30.14\|384211;2026-04-10\|33.88\|10.00\|30.80\|33.88\|30.51\|827075;2026-04-13\|33.66\|-0.65\|34.20\|35.38\|33.46\|914816;2026-04-14\|34.33\|1.99\|34.32\|34.62\|33.42\|470284;2026-04-15\|33.74\|-1.72\|34.41\|35.06\|33.47\|437601;2026-04-16\|37.11\|9.99\|34.06\|37.11\|33.85\|776613;2026-04-17\|36.84\|-0.73\|37.85\|39.06\|36.78\|682254;2026-04-20\|36.00\|-2.28\|36.52\|37.40\|35.79\|512321;2026-04-21\|35.58\|-1.17\|36.39\|37.14\|35.25\|603533;2026-04-22\|37.25\|4.69\|35.30\|37.95\|35.13\|651504;2026-04-23\|35.72\|-4.11\|36.88\|36.88\|34.25\|584484;2026-04-24\|38.50\|7.78\|35.00\|39.18\|35.00\|685132;2026-04-27\|37.47\|-2.68\|37.77\|38.74\|37.25\|518047;2026-04-28\|36.73\|-1.97\|37.21\|37.41\|36.25\|317697;2026-04-29\|38.90\|5.91\|35.99\|39.33\|35.76\|557473;2026-04-30\|38.70\|-0.51\|38.47\|39.87\|38.14\|491464;2026-05-06\|39.60\|2.33\|39.00\|40.19\|37.90\|544501;2026-05-07\|38.40\|-3.03\|39.13\|40.50\|37.51\|534899;2026-05-08\|37.43\|-2.53\|38.41\|41.43\|37.00\|625666;2026-05-11\|37.43\|0.00\|38.17\|40.00\|36.70\|613266;2026-05-12\|35.95\|-3.95\|37.50\|37.58\|35.60\|466715;2026-05-13\|35.34\|-1.70\|35.74\|36.27\|35.07\|330099;2026-05-14\|34.03\|-3.71\|34.99\|35.26\|34.00\|322185;2026-05-15\|33.21\|-2.41\|34.02\|34.34\|32.91\|320831;2026-05-18\|33.10\|-0.33\|32.95\|33.76\|32.70\|240335;2026-05-19\|32.08\|-3.08\|32.99\|32.99\|31.60\|272401;2026-05-20\|32.48\|1.25\|31.80\|33.10\|31.18\|312302;2026-05-21\|31.25\|-3.79\|32.78\|33.20\|31.25\|256748;2026-05-22\|31.88\|2.02\|31.33\|32.04\|30.81\|183196;2026-05-25\|31.40\|-1.51\|31.89\|32.36\|31.30\|172939;2026-05-26\|31.20\|-0.64\|31.11\|31.57\|30.24\|224333;2026-05-27\|30.39\|-2.60\|31.04\|31.78\|30.24\|182765;2026-05-28\|30.31\|-0.26\|30.39\|30.99\|29.56\|184196;2026-05-29\|29.57\|-2.44\|30.60\|30.78\|29.50\|185462;2026-06-01\|29.35\|-0.74\|29.42\|29.87\|29.18\|142623;2026-06-02\|29.13\|-0.75\|29.24\|29.35\|28.04\|194339;2026-06-03\|29.31\|0.62\|28.79\|29.70\|28.60\|179160;2026-06-04\|28.08\|-4.20\|29.17\|29.18\|27.89\|216357;2026-06-05\|27.99\|-0.32\|28.15\|28.66\|27.29\|221281;2026-06-08\|26.61\|-4.93\|27.45\|28.16\|26.11\|209303;2026-06-09\|27.79\|4.43\|26.92\|28.10\|26.34\|244306;2026-06-10\|28.01\|0.79\|27.50\|28.79\|27.36\|257411;2026-06-11\|29.38\|4.89\|28.18\|30.36\|27.81\|437237;2026-06-12\|30.70\|4.49\|29.37\|31.35\|28.80\|439255;2026-06-15\|30.56\|-0.46\|30.50\|31.30\|29.90\|349549;2026-06-16\|30.38\|-0.59\|29.97\|30.80\|29.35\|251242;2026-06-17\|30.18\|-0.66\|30.57\|30.77\|30.00\|195431;2026-06-18\|30.13\|-0.17\|29.66\|30.64\|29.35\|242586;2026-06-22\|30.49\|1.19\|28.88\|30.65\|28.58\|311650;2026-06-23\|28.70\|-5.87\|30.40\|30.45\|28.56\|269385;2026-06-24\|29.80\|3.83\|28.55\|30.13\|28.00\|288693;2026-06-25\|28.34\|-4.90\|29.28\|30.03\|28.18\|254994;2026-06-26\|26.32\|-7.13\|28.15\|28.51\|26.26\|241822;2026-06-29\|26.02\|-1.14\|26.42\|26.57\|25.09\|212071;2026-06-30\|26.70\|2.61\|26.03\|27.26\|25.87\|192124;2026-07-01\|28.26\|5.84\|26.80\|28.49\|26.00\|277127;2026-07-02\|27.54\|-2.55\|27.98\|28.48\|27.31\|179339;2026-07-03\|26.96\|-2.11\|27.84\|27.95\|26.94\|176261;2026-07-06\|26.67\|-1.08\|26.95\|27.87\|26.47\|196013;2026-07-07\|26.33\|-1.27\|26.72\|27.40\|26.30\|184365;2026-07-08\|24.68\|-6.27\|26.30\|26.37\|24.63\|226886;2026-07-09\|23.49\|-4.82\|24.59\|24.67\|22.82\|263384;2026-07-10\|23.49\|0.00\|23.52\|23.72\|22.88\|215558;2026-07-13\|21.98\|-6.43\|23.10\|23.10\|21.88\|219692;2026-07-14\|22.51\|2.41\|22.27\|22.53\|21.66\|190616;2026-07-15\|22.12\|-1.73\|22.55\|22.67\|22.00\|131819;2026-07-16\|21.54\|-2.62\|21.75\|22.10\|21.44\|154966;2026-07-17\|20.73\|-3.76\|21.55\|21.83\|20.66\|179111;2026-07-20\|19.73\|-4.82\|20.73\|20.80\|19.31\|249609;2026-07-21\|20.61\|4.46\|19.73\|20.62\|19.50\|238345;2026-07-22\|20.70\|0.44\|20.59\|21.05\|20.45\|182989;2026-07-23\|21.81\|5.36\|20.89\|22.13\|20.73\|281128;2026-07-24\|21.21\|-2.75\|21.59\|21.92\|21.17\|160134
22157	广期所碳酸锂主力合约突破16万元/吨	锂矿达产+四川国资行业原因：据浙商证券3月23日研报，锂电池行业供需反转，储能+商用车需求超预期，上游材料产能出清、价格回升。公司原因： 1、据2025年11月26日机构调研，李家沟锂矿105万吨/年采选项目已于2025年8月末基本达到设计产能，年产精矿约18万吨，德阿3万吨/年锂盐项目2025年7月31日已产出合格电池级锂盐，形成“锂矿采选-锂盐加工”一体化。 2、据2025年3月公告，控股股东已变更为四川能源发展集团，实际控制人仍为四川省国资委。	公司聚焦 “新能源发电 + 锂电” 双主业，省内新能源装机规模居前列	2026-03-17\|14.33\|-0.90\|14.56\|14.83\|14.23\|474857;2026-03-18\|14.02\|-2.16\|14.42\|14.44\|13.80\|445240;2026-03-19\|13.83\|-1.36\|13.87\|14.17\|13.69\|426370;2026-03-20\|13.76\|-0.51\|13.92\|14.41\|13.69\|527455;2026-03-23\|13.44\|-2.33\|13.60\|14.02\|13.33\|519509;2026-03-24\|14.17\|5.43\|13.66\|14.25\|13.34\|670659;2026-03-25\|14.53\|2.54\|14.25\|14.74\|14.16\|609257;2026-03-26\|14.69\|1.10\|14.47\|15.00\|14.32\|685720;2026-03-27\|16.16\|10.01\|14.52\|16.16\|14.43\|1066397;2026-03-30\|17.15\|6.13\|16.51\|17.70\|16.36\|1919047;2026-03-31\|15.87\|-7.46\|16.90\|17.10\|15.83\|1348950;2026-04-01\|15.43\|-2.77\|15.91\|16.08\|15.24\|942357;2026-04-02\|16.97\|9.98\|15.67\|16.97\|15.28\|897225;2026-04-03\|16.10\|-5.13\|16.37\|16.85\|16.05\|1172152;2026-04-07\|16.24\|0.87\|16.20\|16.39\|15.79\|871932;2026-04-08\|16.63\|2.40\|15.90\|16.64\|15.82\|1188761;2026-04-09\|17.17\|3.25\|16.65\|18.20\|16.04\|1380199;2026-04-10\|16.60\|-3.32\|16.60\|17.64\|16.50\|1268123;2026-04-13\|17.30\|4.22\|16.54\|17.46\|16.50\|1077714;2026-04-14\|16.92\|-2.20\|17.13\|17.15\|16.50\|981025;2026-04-15\|15.99\|-5.50\|16.91\|17.03\|15.90\|921491;2026-04-16\|16.94\|5.94\|16.16\|17.18\|16.07\|1166975;2026-04-17\|16.95\|0.06\|17.00\|17.95\|16.81\|1010568;2026-04-20\|16.84\|-0.65\|16.98\|17.18\|16.68\|568588;2026-04-21\|16.97\|0.77\|17.22\|17.33\|16.55\|773980;2026-04-22\|17.12\|0.88\|16.66\|17.20\|16.60\|754121;2026-04-23\|16.73\|-2.28\|17.13\|17.18\|16.35\|780084;2026-04-24\|17.65\|5.50\|16.78\|17.90\|16.69\|1282716;2026-04-27\|17.88\|1.30\|17.65\|17.99\|17.39\|892473;2026-04-28\|18.32\|2.46\|17.84\|18.76\|17.65\|1192590;2026-04-29\|19.25\|5.08\|18.00\|19.34\|17.76\|1274756;2026-04-30\|17.42\|-9.51\|18.30\|18.55\|17.33\|1677472;2026-05-06\|17.85\|2.47\|17.50\|17.97\|16.66\|1314828;2026-05-07\|17.36\|-2.75\|17.56\|17.66\|17.21\|834262;2026-05-08\|16.68\|-3.92\|17.36\|17.66\|16.67\|864558;2026-05-11\|16.41\|-1.62\|16.68\|16.92\|16.27\|808001;2026-05-12\|16.09\|-1.95\|16.51\|16.58\|16.02\|595859;2026-05-13\|16.32\|1.43\|16.06\|16.52\|16.04\|558125;2026-05-14\|15.75\|-3.49\|16.30\|16.31\|15.75\|541788;2026-05-15\|15.83\|0.51\|15.75\|15.99\|15.61\|422195;2026-05-18\|16.12\|1.83\|15.70\|16.15\|15.46\|421575;2026-05-19\|16.18\|0.37\|16.12\|16.25\|15.77\|463821;2026-05-20\|15.98\|-1.24\|16.10\|16.25\|15.85\|448537;2026-05-21\|14.38\|-10.01\|15.97\|16.15\|14.38\|877375;2026-05-22\|14.30\|-0.56\|14.42\|14.55\|14.11\|478880;2026-05-25\|14.28\|-0.14\|14.25\|14.46\|14.00\|417508;2026-05-26\|14.16\|-0.84\|14.10\|14.28\|13.78\|446350;2026-05-27\|13.97\|-1.34\|14.07\|14.38\|13.86\|328901;2026-05-28\|14.03\|0.43\|13.97\|14.14\|13.67\|372055;2026-05-29\|14.25\|1.57\|14.04\|14.64\|14.02\|582944;2026-06-01\|14.60\|2.46\|14.28\|14.65\|14.22\|494458;2026-06-02\|14.02\|-3.97\|14.41\|14.46\|13.72\|456338;2026-06-03\|14.00\|-0.14\|13.83\|14.08\|13.53\|374024;2026-06-04\|13.60\|-2.86\|13.87\|13.95\|13.50\|391073;2026-06-05\|13.37\|-1.69\|13.60\|13.82\|13.24\|405830;2026-06-08\|12.93\|-3.29\|13.06\|13.37\|12.66\|390196;2026-06-09\|13.19\|2.01\|12.99\|13.27\|12.66\|346275;2026-06-10\|12.96\|-1.74\|13.06\|13.33\|12.85\|269638;2026-06-11\|13.05\|0.69\|12.92\|13.32\|12.83\|290381;2026-06-12\|13.36\|2.38\|13.23\|13.58\|13.01\|423966;2026-06-15\|13.45\|0.67\|13.48\|13.69\|13.31\|360048;2026-06-16\|13.46\|0.07\|13.36\|13.62\|13.16\|299104;2026-06-17\|13.34\|-0.89\|13.46\|13.60\|13.24\|296701;2026-06-18\|12.87\|-3.52\|13.21\|13.34\|12.85\|352294;2026-06-22\|13.13\|2.02\|12.45\|13.17\|12.35\|419228;2026-06-23\|12.76\|-2.82\|13.16\|13.17\|12.71\|276510;2026-06-24\|13.12\|2.82\|12.70\|13.17\|12.55\|360086;2026-06-25\|12.59\|-4.04\|13.00\|13.12\|12.55\|333100;2026-06-26\|12.01\|-4.61\|12.59\|12.75\|11.99\|376949;2026-06-29\|11.89\|-1.00\|11.99\|12.10\|11.67\|277085;2026-06-30\|11.98\|0.76\|11.90\|12.14\|11.75\|247377;2026-07-01\|12.08\|0.83\|12.01\|12.20\|11.71\|330352;2026-07-02\|12.09\|0.08\|12.00\|12.33\|11.89\|307832;2026-07-03\|12.01\|-0.66\|12.28\|12.28\|11.92\|231724;2026-07-06\|12.01\|0.00\|12.01\|12.41\|11.90\|333413;2026-07-07\|11.79\|-1.83\|12.02\|12.34\|11.76\|278691;2026-07-08\|11.23\|-4.75\|11.74\|11.80\|11.21\|327878;2026-07-09\|10.98\|-2.23\|11.15\|11.26\|10.72\|353105;2026-07-10\|10.90\|-0.73\|10.96\|11.12\|10.73\|282066;2026-07-13\|10.58\|-2.94\|10.86\|10.90\|10.46\|269416;2026-07-14\|11.17\|5.58\|10.83\|11.22\|10.73\|473065;2026-07-15\|11.09\|-0.72\|11.18\|11.38\|11.07\|304364;2026-07-16\|10.94\|-1.35\|11.00\|11.11\|10.87\|243097;2026-07-17\|10.82\|-1.10\|10.95\|11.16\|10.82\|358976;2026-07-20\|11.04\|2.03\|10.77\|11.04\|10.65\|470649;2026-07-21\|10.97\|-0.63\|10.89\|11.02\|10.70\|461935;2026-07-22\|11.17\|1.82\|10.92\|11.17\|10.84\|365935;2026-07-23\|12.29\|10.03\|11.26\|12.29\|11.16\|825776;2026-07-24\|11.66\|-5.13\|12.14\|12.43\|11.62\|752480
22156		ITO靶材投产+铟资源循环+ST板块行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月30日机构调研，公司年产50吨的ITO靶材生产线将于今天下午举行投产仪式，并产出首批产品，此前公司预计不晚于今年6月底投产。 2、据2026年5月27日年报更正后及2026年5月13日关注函回复公告，公司聚焦稀有金属铟的资源化循环领域，已构建“含铟固危废回收—高纯铟制备—ITO靶材制造”的业务条线，此项目设计产能为50吨/年。 3、据2026年4月28日公告，公司2026年一季度归母净利润930.04万元，同比扭亏为盈；公司目前因其他风险警示仍为ST状态，市场对靶材投产后的业务转型存在关注。	公司拟变更名称，发挥铟资源优势进军高密度ITO靶材领域	2026-03-20\|4.87\|4.73\|4.88\|4.88\|4.77\|2963038;2026-03-23\|4.63\|-4.93\|4.63\|4.95\|4.63\|2127817;2026-03-24\|4.45\|-3.89\|4.86\|4.86\|4.40\|3374463;2026-03-25\|4.23\|-4.94\|4.41\|4.46\|4.23\|1497835;2026-03-26\|4.02\|-4.96\|4.02\|4.02\|4.02\|146347;2026-03-27\|4.11\|2.24\|3.82\|4.22\|3.82\|3094410;2026-03-30\|3.90\|-5.11\|3.91\|3.99\|3.90\|1550974;2026-03-31\|3.71\|-4.87\|3.80\|3.91\|3.71\|1040661;2026-04-01\|3.74\|0.81\|3.62\|3.88\|3.52\|2187356;2026-04-02\|3.93\|5.08\|3.61\|3.93\|3.59\|1550877;2026-04-03\|4.13\|5.09\|3.98\|4.13\|3.90\|2331658;2026-04-07\|3.92\|-5.08\|3.98\|4.07\|3.92\|1235163;2026-04-08\|3.73\|-4.85\|3.80\|3.91\|3.72\|1838224;2026-04-09\|3.68\|-1.34\|3.78\|3.86\|3.66\|1132533;2026-04-10\|3.50\|-4.89\|3.69\|3.71\|3.50\|1533766;2026-04-13\|3.42\|-2.29\|3.38\|3.55\|3.33\|1487566;2026-04-14\|3.59\|4.97\|3.44\|3.59\|3.39\|1194324;2026-04-15\|3.71\|3.34\|3.66\|3.77\|3.58\|1613589;2026-04-16\|3.90\|5.12\|3.65\|3.90\|3.63\|1319993;2026-04-17\|4.10\|5.13\|4.01\|4.10\|3.98\|1264163;2026-04-20\|3.90\|-4.88\|4.00\|4.04\|3.90\|837400;2026-04-21\|4.01\|2.82\|3.71\|4.09\|3.71\|1578380;2026-04-22\|4.21\|4.99\|4.05\|4.21\|4.02\|987792;2026-04-23\|4.34\|3.09\|4.39\|4.42\|4.23\|1711259;2026-04-24\|4.49\|3.46\|4.25\|4.52\|4.18\|1181197;2026-04-27\|4.37\|-2.67\|4.58\|4.58\|4.27\|1502514;2026-04-28\|4.59\|5.03\|4.59\|4.59\|4.44\|1185960;2026-04-29\|4.78\|4.14\|4.70\|4.82\|4.66\|1521487;2026-04-30\|4.92\|2.93\|4.66\|4.96\|4.63\|1155235;2026-05-06\|5.17\|5.08\|5.06\|5.17\|5.05\|311162;2026-05-07\|5.43\|5.03\|5.43\|5.43\|5.43\|117335;2026-05-08\|5.67\|4.42\|5.70\|5.70\|5.18\|1841338;2026-05-11\|5.95\|4.94\|5.74\|5.95\|5.55\|953863;2026-05-12\|6.25\|5.04\|6.06\|6.25\|6.01\|569302;2026-05-13\|6.56\|4.96\|6.49\|6.56\|6.42\|559891;2026-05-14\|6.23\|-5.03\|6.84\|6.89\|6.23\|1810140;2026-05-15\|5.92\|-4.98\|5.92\|5.92\|5.92\|163880;2026-05-18\|6.22\|5.07\|5.62\|6.22\|5.62\|1467802;2026-05-19\|6.09\|-2.09\|6.20\|6.53\|5.95\|1854507;2026-05-20\|5.80\|-4.76\|6.09\|6.21\|5.79\|1517737;2026-05-21\|5.51\|-5.00\|5.80\|6.00\|5.51\|1327783;2026-05-22\|5.79\|5.08\|5.60\|5.79\|5.35\|1099955;2026-05-25\|6.08\|5.01\|6.06\|6.08\|6.00\|278691;2026-05-26\|6.38\|4.93\|6.38\|6.38\|5.81\|1563180;2026-05-27\|6.60\|3.45\|6.31\|6.69\|6.13\|1550235;2026-05-28\|6.50\|-1.52\|6.61\|6.77\|6.36\|1142896;2026-05-29\|6.18\|-4.92\|6.40\|6.53\|6.18\|1044674;2026-06-01\|5.87\|-5.02\|6.01\|6.18\|5.87\|1038831;2026-06-02\|6.16\|4.94\|5.96\|6.16\|5.76\|906906;2026-06-03\|6.30\|2.27\|6.20\|6.46\|6.17\|1010116;2026-06-04\|6.04\|-4.13\|6.20\|6.28\|5.99\|923067;2026-06-05\|5.75\|-4.80\|5.95\|6.03\|5.74\|880874;2026-06-08\|5.46\|-5.04\|5.46\|5.63\|5.46\|683063;2026-06-09\|5.73\|4.95\|5.55\|5.73\|5.43\|821140;2026-06-10\|5.44\|-5.06\|5.55\|5.62\|5.44\|833941;2026-06-11\|5.48\|0.74\|5.37\|5.66\|5.32\|676279;2026-06-12\|5.50\|0.36\|5.56\|5.66\|5.39\|626021;2026-06-15\|5.75\|4.55\|5.60\|5.78\|5.52\|806920;2026-06-16\|5.66\|-1.57\|5.75\|5.87\|5.60\|803311;2026-06-17\|5.42\|-4.24\|5.51\|5.53\|5.38\|947503;2026-06-18\|5.20\|-4.06\|5.30\|5.54\|5.15\|836998;2026-06-22\|5.39\|3.65\|5.28\|5.46\|5.28\|816831;2026-06-23\|5.12\|-5.01\|5.34\|5.38\|5.12\|779357;2026-06-24\|5.04\|-1.56\|5.04\|5.25\|4.86\|1056901;2026-06-25\|4.79\|-4.96\|4.97\|4.97\|4.79\|783331;2026-06-26\|4.55\|-5.01\|4.63\|4.70\|4.55\|768072;2026-06-29\|4.32\|-5.05\|4.40\|4.47\|4.32\|424662;2026-06-30\|4.54\|5.09\|4.10\|4.54\|4.10\|750398;2026-07-01\|4.77\|5.07\|4.77\|4.77\|4.77\|72884;2026-07-02\|5.01\|5.03\|5.01\|5.01\|4.87\|443973;2026-07-03\|5.26\|4.99\|5.18\|5.26\|5.10\|1151161;2026-07-06\|5.01\|-4.75\|5.39\|5.65\|5.00\|1251873;2026-07-07\|5.42\|8.18\|4.97\|5.50\|4.92\|1217767;2026-07-08\|5.69\|4.98\|5.30\|5.84\|5.27\|1239419;2026-07-09\|5.28\|-7.21\|5.70\|5.93\|5.28\|1532289;2026-07-10\|5.34\|1.14\|5.17\|5.40\|5.07\|990750;2026-07-13\|5.08\|-4.87\|5.21\|5.33\|5.08\|778733;2026-07-14\|5.16\|1.57\|5.30\|5.44\|5.15\|823832;2026-07-15\|4.67\|-9.50\|5.07\|5.08\|4.64\|1174388;2026-07-16\|4.56\|-2.36\|4.63\|4.74\|4.30\|807850;2026-07-17\|4.43\|-2.85\|4.56\|4.78\|4.40\|971490;2026-07-20\|4.32\|-2.48\|4.40\|4.55\|4.21\|728146;2026-07-21\|4.60\|6.48\|4.64\|4.64\|4.28\|973908;2026-07-22\|4.55\|-1.09\|4.52\|4.69\|4.48\|626756;2026-07-23\|4.90\|7.69\|4.56\|5.00\|4.55\|904142;2026-07-24\|5.07\|3.47\|5.00\|5.14\|4.92\|858405
22155		花卉转型+ST板块+昆明国资公司原因： 1、据2025年8月26日半年度报告，公司正转型为花卉贸易及配套服务提供商，围绕昆明斗南花卉交易市场构建“交易+服务”协同生态，打造差异化主业，旨在化解退市风险。 2、据2025年4月29日年报，公司控股股东为昆明市交通投资集团有限责任公司，最终控制人为昆明市人民政府国有资产监督管理委员会，具备地方国资背景。	公司涉嫌信披违法违规被证监会立案	2026-03-17\|2.99\|-1.97\|3.04\|3.05\|2.98\|22104;2026-03-18\|2.84\|-5.02\|3.01\|3.01\|2.84\|49313;2026-03-19\|2.73\|-3.87\|2.77\|2.79\|2.70\|45546;2026-03-20\|2.87\|5.13\|2.80\|2.87\|2.76\|42980;2026-03-23\|3.01\|4.88\|2.95\|3.01\|2.90\|120860;2026-03-24\|3.16\|4.98\|2.91\|3.16\|2.88\|97709;2026-03-25\|3.09\|-2.22\|3.26\|3.26\|3.02\|89719;2026-03-26\|3.05\|-1.29\|3.09\|3.15\|2.97\|47193;2026-03-27\|2.99\|-1.97\|3.06\|3.06\|2.96\|23930;2026-03-30\|2.99\|0.00\|2.97\|3.02\|2.87\|35625;2026-03-31\|2.88\|-3.68\|2.98\|3.05\|2.86\|33785;2026-04-01\|2.86\|-0.69\|2.90\|2.91\|2.84\|24397;2026-04-02\|3.00\|4.90\|2.91\|3.00\|2.91\|39455;2026-04-03\|2.85\|-5.00\|2.96\|2.98\|2.85\|59555;2026-04-07\|2.71\|-4.91\|2.72\|2.79\|2.71\|27502;2026-04-08\|2.57\|-5.17\|2.70\|2.82\|2.57\|89338;2026-04-09\|2.44\|-5.06\|2.45\|2.49\|2.44\|26487;2026-04-10\|2.32\|-4.92\|2.32\|2.32\|2.32\|19062;2026-04-13\|2.44\|5.17\|2.30\|2.44\|2.27\|87699;2026-04-14\|2.45\|0.41\|2.32\|2.50\|2.32\|105905;2026-04-15\|2.36\|-3.67\|2.49\|2.49\|2.35\|52139;2026-04-16\|2.38\|0.85\|2.31\|2.43\|2.29\|51545;2026-04-17\|2.30\|-3.36\|2.34\|2.36\|2.26\|53318;2026-04-20\|2.29\|-0.43\|2.30\|2.36\|2.23\|42402;2026-04-21\|2.18\|-4.80\|2.24\|2.28\|2.18\|42420;2026-04-22\|2.18\|0.00\|2.14\|2.20\|2.07\|45813;2026-04-23\|2.29\|5.05\|2.13\|2.29\|2.13\|87074;2026-04-24\|2.18\|-4.80\|2.18\|2.18\|2.18\|20324;2026-04-27\|2.07\|-5.05\|2.07\|2.07\|2.07\|18295;2026-04-28\|1.97\|-4.83\|1.97\|1.97\|1.97\|11870;2026-04-29\|2.07\|5.08\|1.87\|2.07\|1.87\|118566;2026-06-08\|0.20\|-90.34\|0.20\|0.40\|0.17\|791127;2026-06-09\|0.18\|-10.00\|0.20\|0.20\|0.18\|436834;2026-06-10\|0.17\|-5.56\|0.17\|0.18\|0.16\|296073;2026-06-11\|0.17\|0.00\|0.17\|0.18\|0.17\|110048;2026-06-12\|0.18\|5.88\|0.18\|0.18\|0.17\|83558;2026-06-15\|0.18\|0.00\|0.17\|0.19\|0.17\|136157;2026-06-16\|0.18\|0.00\|0.18\|0.19\|0.17\|150806;2026-06-17\|0.18\|0.00\|0.18\|0.19\|0.17\|52773;2026-06-18\|0.18\|0.00\|0.19\|0.19\|0.18\|54971;2026-06-22\|0.18\|0.00\|0.18\|0.19\|0.18\|136852;2026-06-23\|0.18\|0.00\|0.18\|0.18\|0.17\|65699;2026-06-24\|0.16\|-11.11\|0.18\|0.18\|0.16\|107960;2026-06-25\|0.17\|6.25\|0.16\|0.17\|0.15\|102688;2026-06-26\|0.16\|-5.88\|0.17\|0.17\|0.16\|69343;2026-06-29\|0.17\|6.25\|0.17\|0.17\|0.16\|172796
22154		AI服务器+资产出售+原料药制剂一体化行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年8月28日半年报，公司AI服务器业务已实现营业收入53,982,300.88元，新疆工厂已投产。 2、据2026年3月9日公告，公司继续挂牌转让赛隆生物100%股权，底价7,825.50万元，若成交将回笼资金优化资源配置。 3、据2025年8月28日半年报，公司拥有医药中间体、原料药、制剂一体化产业链。	公司拥有医药中间体、原料药、制剂产品，关键产品的原料药均为自产，具有完整医药产业配套体系	2026-03-17\|11.71\|-0.93\|11.65\|11.97\|11.65\|9642;2026-03-18\|11.75\|0.34\|11.70\|11.85\|11.60\|7303;2026-03-19\|11.55\|-1.70\|11.82\|11.82\|11.53\|8150;2026-03-20\|12.02\|4.07\|11.55\|12.11\|11.40\|14600;2026-03-23\|11.72\|-2.50\|11.91\|12.09\|11.55\|12854;2026-03-24\|11.77\|0.43\|11.71\|11.81\|11.59\|9392;2026-03-25\|11.68\|-0.76\|11.65\|11.83\|11.50\|8493;2026-03-26\|11.41\|-2.31\|11.68\|11.71\|11.36\|6880;2026-03-27\|11.51\|0.88\|11.43\|11.53\|11.30\|5348;2026-03-30\|11.57\|0.52\|11.45\|11.71\|11.25\|10641;2026-03-31\|11.52\|-0.43\|11.57\|11.68\|11.46\|6143;2026-04-01\|11.55\|0.26\|11.58\|11.62\|11.48\|5221;2026-04-02\|12.13\|5.02\|11.56\|12.13\|11.50\|20158;2026-04-03\|12.74\|5.03\|12.64\|12.74\|12.15\|39625;2026-04-07\|12.90\|1.26\|12.76\|13.38\|12.75\|36095;2026-04-08\|12.96\|0.47\|12.68\|13.02\|12.40\|24858;2026-04-09\|13.28\|2.47\|13.23\|13.56\|13.01\|25201;2026-04-10\|13.15\|-0.98\|13.09\|13.74\|13.00\|22255;2026-04-13\|13.34\|1.44\|12.95\|13.36\|12.95\|12036;2026-04-14\|13.37\|0.22\|13.88\|13.88\|13.30\|11869;2026-04-15\|13.44\|0.52\|13.31\|13.44\|13.04\|16953;2026-04-16\|13.44\|0.00\|13.38\|13.63\|13.23\|13857;2026-04-17\|13.17\|-2.01\|13.44\|13.56\|13.16\|17726;2026-04-20\|12.51\|-5.01\|12.51\|12.51\|12.51\|1784;2026-04-21\|11.88\|-5.04\|11.88\|11.88\|11.88\|2604;2026-04-22\|11.29\|-4.97\|11.29\|11.29\|11.29\|3724;2026-04-23\|10.73\|-4.96\|10.73\|10.73\|10.73\|4321;2026-04-24\|10.19\|-5.03\|10.19\|10.19\|10.19\|11993;2026-04-27\|9.68\|-5.00\|9.68\|9.68\|9.68\|3271;2026-04-28\|9.20\|-4.96\|9.20\|9.20\|9.20\|6742;2026-04-29\|8.74\|-5.00\|8.74\|8.74\|8.74\|1162;2026-04-30\|8.30\|-5.03\|8.30\|8.30\|8.30\|538;2026-06-26\|0.35\|-95.78\|0.33\|0.43\|0.32\|261971;2026-06-29\|0.32\|-8.57\|0.33\|0.33\|0.32\|80312;2026-06-30\|0.35\|9.38\|0.31\|0.35\|0.30\|161089;2026-07-01\|0.35\|0.00\|0.34\|0.36\|0.34\|108523;2026-07-02\|0.37\|5.71\|0.35\|0.38\|0.35\|87633;2026-07-03\|0.36\|-2.70\|0.36\|0.36\|0.35\|50897;2026-07-06\|0.35\|-2.78\|0.36\|0.36\|0.33\|69786;2026-07-07\|0.33\|-5.71\|0.34\|0.34\|0.32\|54650;2026-07-08\|0.34\|3.03\|0.33\|0.34\|0.32\|34530;2026-07-09\|0.34\|0.00\|0.34\|0.36\|0.33\|44966;2026-07-10\|0.35\|2.94\|0.34\|0.36\|0.34\|53508;2026-07-13\|0.38\|8.57\|0.35\|0.39\|0.35\|114234;2026-07-14\|0.40\|5.26\|0.38\|0.41\|0.37\|87995;2026-07-15\|0.38\|-5.00\|0.39\|0.40\|0.38\|64364;2026-07-16\|0.37\|-2.63\|0.38\|0.39\|0.37\|99122
22153		申请摘帽+听花酒增长+转型预期行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月28日公告，公司申请撤销退市风险警示及其他风险警示，正处于补充材料阶段。 2、据2026年5月16日年报，以“听花”系列白酒销售为主的酒水快消品业务2025年实现营业收入12,240.37万元，同比增长163.74%。 3、据2026年5月16日年报，公司主营业务包括以冬虫夏草类产品为主的大健康板块及酒水快消品板块，并计划加大新业务板块开拓力度，打造新的业绩增长点。	冬虫夏草产业化龙头企业	2026-03-17\|2.88\|5.11\|2.80\|2.88\|2.78\|49535;2026-03-18\|3.02\|4.86\|2.94\|3.02\|2.88\|119977;2026-03-19\|3.17\|4.97\|3.17\|3.17\|3.17\|19312;2026-03-20\|3.33\|5.05\|3.33\|3.33\|3.33\|22163;2026-03-23\|3.16\|-5.11\|3.29\|3.29\|3.16\|30823;2026-03-24\|3.00\|-5.06\|3.00\|3.00\|3.00\|7543;2026-03-25\|3.05\|1.67\|2.85\|3.15\|2.85\|187570;2026-03-26\|2.90\|-4.92\|2.90\|3.10\|2.90\|144397;2026-03-27\|2.86\|-1.38\|2.85\|2.94\|2.81\|75705;2026-03-30\|3.00\|4.90\|2.87\|3.00\|2.85\|73798;2026-03-31\|3.05\|1.67\|3.13\|3.15\|3.01\|123580;2026-04-01\|3.07\|0.66\|3.05\|3.11\|3.05\|57663;2026-04-02\|3.22\|4.89\|3.07\|3.22\|3.07\|131222;2026-04-03\|3.07\|-4.66\|3.20\|3.23\|3.06\|136064;2026-04-07\|2.92\|-4.89\|3.00\|3.05\|2.92\|88853;2026-04-08\|2.77\|-5.14\|2.77\|2.89\|2.77\|160200;2026-04-09\|2.63\|-5.05\|2.70\|2.75\|2.63\|92276;2026-04-10\|2.76\|4.94\|2.65\|2.76\|2.62\|107340;2026-04-13\|2.90\|5.07\|2.81\|2.90\|2.63\|102936;2026-04-14\|3.05\|5.17\|2.96\|3.05\|2.90\|123905;2026-04-15\|2.98\|-2.30\|2.96\|3.19\|2.93\|110610;2026-04-16\|2.93\|-1.68\|2.94\|3.09\|2.91\|97968;2026-04-17\|2.81\|-4.10\|2.78\|2.90\|2.78\|136718;2026-04-20\|2.95\|4.98\|2.94\|2.95\|2.83\|95127;2026-04-21\|3.10\|5.08\|3.04\|3.10\|2.99\|143094;2026-04-22\|3.25\|4.84\|3.07\|3.26\|3.07\|127203;2026-04-23\|3.41\|4.92\|3.21\|3.41\|3.21\|82417;2026-04-24\|3.26\|-4.40\|3.42\|3.56\|3.24\|180332;2026-04-27\|3.10\|-4.91\|3.10\|3.25\|3.10\|182836;2026-04-28\|3.26\|5.16\|3.02\|3.26\|3.02\|127869;2026-04-29\|3.42\|4.91\|3.42\|3.42\|3.42\|31001;2026-04-30\|3.59\|4.97\|3.59\|3.59\|3.59\|10927;2026-05-06\|3.77\|5.01\|3.77\|3.77\|3.77\|19791;2026-05-07\|3.96\|5.04\|3.96\|3.96\|3.96\|8407;2026-05-08\|4.16\|5.05\|4.16\|4.16\|3.93\|273775;2026-05-11\|4.37\|5.05\|4.37\|4.37\|4.36\|59154;2026-05-12\|4.59\|5.03\|4.59\|4.59\|4.59\|8341;2026-05-13\|4.82\|5.01\|4.82\|4.82\|4.82\|4194;2026-05-14\|5.06\|4.98\|5.06\|5.06\|5.06\|17321;2026-05-15\|5.31\|4.94\|5.31\|5.31\|5.00\|454343;2026-05-18\|5.38\|1.32\|5.30\|5.50\|5.04\|294889;2026-05-19\|5.11\|-5.02\|5.29\|5.30\|5.11\|219904;2026-05-20\|4.85\|-5.09\|4.95\|4.98\|4.85\|90176;2026-05-21\|4.77\|-1.65\|4.61\|5.09\|4.61\|224755;2026-05-22\|4.69\|-1.68\|4.65\|4.93\|4.55\|117093;2026-05-25\|4.92\|4.90\|4.76\|4.92\|4.76\|46199;2026-05-26\|5.17\|5.08\|5.13\|5.17\|5.07\|73016;2026-05-27\|5.43\|5.03\|5.28\|5.43\|5.20\|130564;2026-05-28\|5.43\|0.00\|5.50\|5.69\|5.25\|172862;2026-05-29\|5.70\|4.97\|5.27\|5.70\|5.27\|143684;2026-06-01\|5.50\|-3.51\|5.70\|5.90\|5.42\|183353;2026-06-02\|5.39\|-2.00\|5.30\|5.51\|5.25\|109793;2026-06-03\|5.66\|5.01\|5.30\|5.66\|5.27\|91539;2026-06-04\|5.40\|-4.59\|5.67\|5.87\|5.38\|90379;2026-06-05\|5.41\|0.19\|5.35\|5.55\|5.30\|65850;2026-06-08\|5.26\|-2.77\|5.30\|5.42\|5.22\|44906;2026-06-09\|5.52\|4.94\|5.46\|5.52\|5.25\|66202;2026-06-10\|5.51\|-0.18\|5.48\|5.73\|5.46\|72167;2026-06-11\|5.36\|-2.72\|5.41\|5.49\|5.30\|45277;2026-06-12\|5.35\|-0.19\|5.42\|5.50\|5.35\|34986;2026-06-15\|5.24\|-2.06\|5.32\|5.38\|5.18\|57909;2026-06-16\|5.05\|-3.63\|5.24\|5.28\|4.98\|78503;2026-06-17\|4.80\|-4.95\|5.05\|5.05\|4.80\|72317;2026-06-18\|5.04\|5.00\|4.85\|5.04\|4.58\|78928;2026-06-22\|5.29\|4.96\|5.15\|5.29\|5.07\|43395;2026-06-23\|5.43\|2.65\|5.21\|5.55\|5.20\|68867;2026-06-24\|5.44\|0.18\|5.43\|5.59\|5.40\|47155;2026-06-25\|5.18\|-4.78\|5.37\|5.55\|5.17\|68728;2026-06-26\|4.92\|-5.02\|5.16\|5.29\|4.92\|74293;2026-06-29\|5.17\|5.08\|4.78\|5.17\|4.67\|96386;2026-06-30\|5.10\|-1.35\|5.11\|5.30\|5.00\|52491;2026-07-01\|5.22\|2.35\|5.02\|5.34\|4.85\|56912;2026-07-02\|5.18\|-0.77\|5.16\|5.38\|5.05\|59844;2026-07-03\|5.12\|-1.16\|5.23\|5.28\|5.07\|38825;2026-07-06\|4.93\|-3.71\|5.06\|5.16\|4.83\|46880;2026-07-07\|4.72\|-4.26\|4.84\|4.93\|4.71\|41873;2026-07-08\|4.60\|-2.54\|4.75\|4.78\|4.58\|35327;2026-07-09\|4.33\|-5.87\|4.55\|4.55\|4.14\|88780;2026-07-10\|4.39\|1.39\|4.33\|4.57\|4.27\|50388;2026-07-13\|4.44\|1.14\|4.39\|4.65\|4.19\|63666;2026-07-14\|4.33\|-2.48\|4.39\|4.48\|4.32\|41084;2026-07-15\|4.39\|1.39\|4.20\|4.50\|4.18\|60338;2026-07-16\|4.27\|-2.73\|4.27\|4.35\|4.18\|59045;2026-07-17\|4.20\|-1.64\|4.39\|4.39\|4.17\|46443;2026-07-20\|3.78\|-10.00\|4.21\|4.27\|3.78\|80461;2026-07-21\|3.71\|-1.85\|3.70\|3.87\|3.55\|68336;2026-07-22\|3.69\|-0.54\|3.76\|3.95\|3.68\|60333;2026-07-23\|3.85\|4.34\|3.67\|3.86\|3.67\|52937;2026-07-24\|3.77\|-2.08\|3.81\|3.99\|3.75\|40054
22152	“算电协同”首次写入政府工作报告	涨停揭秘：“算电协同”首次写入2026年政府工作报告，成为新型电力系统建设核心方向；公司传感器及监测系统深度适配输变电智能化改造需求；量子实验与激光雷达检测等前沿应用提供技术延展想象空间；涨停缘由：国家级政策首次定调算电协同+智能电网设备刚需放量+量子与激光雷达检测场景延伸；资金逻辑：智能电网板块多只个股涨停，资金聚焦具备真实交付能力的细分龙头；主力资金近5日持续加仓，反映对政策落地确定性的认可；风险提示：光电传感器以代理为主，自研比例偏低；量子及激光雷达业务占比小，短期难贡献实质业绩	1、公司产品可支撑智能电网输电、变电及基建设施的智能安全应用； 2、在量子科学实验方面，公司相关产品主要应用于搭建量子科学实验的仪器和测量系统； 3、公司光电类传感器以代理国外知名品牌为主，公司为激光雷达客户提供激光检测方案，汽车激光雷达的检测是应用场景之一	2026-03-17\|16.50\|-5.77\|17.53\|17.53\|16.48\|86887;2026-03-18\|16.86\|2.18\|16.62\|16.91\|16.40\|60598;2026-03-19\|16.50\|-2.14\|16.64\|16.71\|16.28\|53854;2026-03-20\|15.85\|-3.94\|16.60\|16.66\|15.83\|54173;2026-03-23\|14.50\|-8.52\|15.36\|15.77\|14.15\|123418;2026-03-24\|15.16\|4.55\|14.88\|15.21\|14.58\|75117;2026-03-25\|15.49\|2.18\|15.21\|15.57\|15.20\|63273;2026-03-26\|14.93\|-3.62\|15.45\|15.53\|14.82\|50706;2026-03-27\|15.18\|1.67\|14.81\|15.25\|14.71\|42828;2026-03-30\|15.53\|2.31\|15.01\|15.74\|15.01\|70689;2026-03-31\|15.63\|0.64\|15.54\|16.16\|15.45\|79761;2026-04-01\|15.86\|1.47\|15.92\|15.95\|15.49\|48738;2026-04-02\|17.78\|12.11\|15.80\|18.00\|15.71\|241520;2026-04-03\|16.81\|-5.46\|17.94\|18.30\|16.78\|182763;2026-04-07\|16.38\|-2.56\|16.82\|17.16\|16.30\|116636;2026-04-08\|17.12\|4.52\|16.81\|17.15\|16.62\|85056;2026-04-09\|16.79\|-1.93\|16.88\|16.99\|16.66\|50768;2026-04-10\|16.73\|-0.36\|16.85\|17.11\|16.70\|54052;2026-04-13\|18.55\|10.88\|16.60\|18.68\|16.52\|217718;2026-04-14\|18.34\|-1.13\|18.50\|18.97\|18.16\|152982;2026-04-15\|17.96\|-2.07\|18.50\|18.50\|17.89\|73647;2026-04-16\|17.86\|-0.56\|17.95\|18.25\|17.78\|65527;2026-04-17\|17.86\|0.00\|17.83\|17.95\|17.62\|81342;2026-04-20\|18.30\|2.46\|17.86\|18.66\|17.70\|107449;2026-04-21\|18.19\|-0.60\|18.19\|18.39\|18.00\|62094;2026-04-22\|18.42\|1.26\|18.09\|18.73\|18.07\|77822;2026-04-23\|17.77\|-3.53\|18.37\|18.60\|17.70\|92086;2026-04-24\|17.83\|0.34\|17.84\|18.12\|17.56\|69127;2026-04-27\|18.20\|2.08\|17.95\|18.20\|17.49\|68307;2026-04-28\|19.07\|4.78\|18.22\|19.50\|18.07\|263287;2026-04-29\|19.44\|1.94\|18.76\|19.89\|18.30\|262836;2026-04-30\|19.24\|-1.03\|19.83\|19.83\|18.00\|186942;2026-05-06\|18.78\|-2.39\|19.01\|19.16\|18.55\|153179;2026-05-07\|18.59\|-1.01\|18.91\|19.09\|18.46\|140544;2026-05-08\|18.71\|0.65\|18.26\|18.95\|18.20\|96339;2026-05-11\|19.38\|3.58\|18.69\|19.45\|18.50\|143307;2026-05-12\|20.99\|8.31\|19.35\|21.68\|18.86\|429142;2026-05-13\|20.43\|-2.67\|20.45\|20.94\|20.07\|308095;2026-05-14\|20.70\|1.32\|20.68\|21.06\|20.03\|239700;2026-05-15\|20.09\|-2.95\|20.21\|21.08\|19.86\|189444;2026-05-18\|19.42\|-3.33\|19.85\|19.95\|19.38\|153272;2026-05-19\|20.27\|4.38\|20.19\|20.50\|19.43\|230325;2026-05-20\|19.85\|-2.07\|20.28\|20.46\|19.68\|128328;2026-05-21\|18.60\|-6.30\|20.00\|20.37\|18.39\|136832;2026-05-22\|19.09\|2.63\|18.95\|19.30\|18.61\|107191;2026-05-25\|19.02\|-0.37\|19.09\|19.17\|18.42\|93102;2026-05-26\|18.37\|-3.42\|19.00\|19.00\|18.10\|78667;2026-05-27\|17.40\|-5.28\|18.36\|18.36\|17.29\|86435;2026-05-28\|17.94\|3.10\|17.19\|18.07\|17.15\|85308;2026-05-29\|17.00\|-5.24\|18.00\|18.18\|16.92\|87314;2026-06-01\|16.96\|-0.24\|16.89\|17.44\|16.81\|59610;2026-06-02\|17.11\|0.88\|16.97\|17.44\|16.52\|69764;2026-06-03\|19.88\|16.19\|17.10\|20.44\|17.02\|295001;2026-06-04\|19.50\|-1.91\|19.51\|20.32\|19.31\|189979;2026-06-05\|19.70\|1.03\|19.50\|19.96\|19.26\|142126;2026-06-08\|18.41\|-6.55\|19.00\|19.50\|18.20\|114047;2026-06-09\|19.56\|6.25\|18.61\|19.66\|18.23\|145249;2026-06-10\|19.27\|-1.48\|19.33\|19.98\|19.04\|105537;2026-06-11\|19.57\|1.56\|19.07\|19.70\|18.66\|113473;2026-06-12\|18.31\|-6.44\|19.48\|19.70\|18.30\|143409;2026-06-15\|18.82\|2.79\|18.44\|19.03\|18.32\|92998;2026-06-16\|19.38\|2.98\|18.77\|19.39\|18.39\|107178;2026-06-17\|19.37\|-0.05\|19.09\|19.58\|18.85\|120344;2026-06-18\|19.31\|-0.31\|19.21\|19.68\|18.99\|111899;2026-06-22\|18.39\|-4.76\|19.30\|19.62\|17.46\|161928;2026-06-23\|18.58\|1.03\|18.17\|18.86\|17.90\|117908;2026-06-24\|17.45\|-6.08\|18.28\|18.46\|17.15\|97101;2026-06-25\|16.67\|-4.47\|17.44\|18.18\|16.45\|110804;2026-06-26\|16.22\|-2.70\|16.60\|16.82\|16.06\|94237;2026-06-29\|15.70\|-3.21\|16.15\|16.43\|15.22\|81690;2026-06-30\|17.05\|8.60\|15.70\|17.30\|15.60\|137404;2026-07-01\|16.94\|-0.65\|17.05\|17.65\|16.88\|106603;2026-07-02\|16.24\|-4.13\|16.77\|17.00\|16.13\|69628;2026-07-03\|16.11\|-0.80\|16.34\|16.43\|15.99\|56128;2026-07-06\|15.37\|-4.59\|16.04\|16.22\|15.12\|62026;2026-07-07\|15.01\|-2.34\|15.30\|15.65\|14.88\|53503;2026-07-08\|14.97\|-0.27\|15.12\|15.15\|14.57\|50903;2026-07-09\|15.49\|3.47\|14.99\|15.55\|14.63\|76188;2026-07-10\|16.39\|5.81\|15.46\|17.46\|15.32\|167975;2026-07-13\|15.43\|-5.86\|16.35\|16.41\|15.20\|94774;2026-07-14\|14.95\|-3.11\|15.44\|15.51\|14.30\|88434;2026-07-15\|14.68\|-1.81\|14.98\|15.19\|14.51\|59416;2026-07-16\|14.48\|-1.36\|14.46\|14.80\|14.34\|60253;2026-07-17\|13.32\|-8.01\|14.42\|14.48\|13.30\|84161;2026-07-20\|12.80\|-3.90\|13.59\|13.77\|12.45\|73099;2026-07-21\|13.29\|3.83\|12.80\|13.33\|11.75\|82050;2026-07-22\|12.90\|-2.93\|13.00\|13.30\|12.73\|48794;2026-07-23\|13.10\|1.55\|12.90\|13.15\|12.75\|48882;2026-07-24\|13.33\|1.76\|12.83\|13.48\|12.76\|56712
22151	“算电协同”首次写入政府工作报告	电力+新型储能+地方国资 1、据2025年4月18日年度报告，公司在乐山、眉山拥有特许经营电网，与国家电网并网运行，服务50余万电力用户，主营发供电及综合能源服务。 2、据2025年8月30日半年度报告，公司100MW/200MWh龙泉驿电化学储能电站已于2025年7月14日并网投运，并纳入四川省2025年度电网侧新型储能项目清单，形成“电网侧+用户侧+台区侧”储能协同布局。 3、据2025年10月31日三季报，公司2025年前三季度实现营业收入23.99亿元、同比增长3.27%，归母净利润7283.20万元、同比增长6.22%，业绩延续增长。	公司目前主要有电力、天然气、自来水、综合能源、宾馆等五大业务；参股子公司四川晟天新能源发展有限公司主营业务为太阳能光伏电站，项目包括牧光互补、渔光互补、农光互补等光伏复合电站以及分布式光伏电站等多种类型	2026-03-17\|12.18\|-2.48\|12.60\|12.65\|12.16\|328384;2026-03-18\|12.41\|1.89\|12.18\|12.63\|12.18\|325329;2026-03-19\|12.50\|0.73\|12.29\|12.84\|12.28\|373049;2026-03-20\|12.85\|2.80\|12.38\|13.08\|12.30\|681285;2026-03-23\|11.96\|-6.93\|12.60\|12.85\|11.85\|570621;2026-03-24\|13.06\|9.20\|12.20\|13.14\|12.08\|875008;2026-03-25\|13.29\|1.76\|13.03\|13.33\|12.84\|883133;2026-03-26\|13.40\|0.83\|13.07\|13.65\|12.93\|863699;2026-03-27\|13.17\|-1.72\|13.06\|13.45\|12.75\|576497;2026-03-30\|12.29\|-6.68\|12.89\|13.05\|12.00\|520969;2026-03-31\|11.60\|-5.61\|12.20\|12.28\|11.57\|436935;2026-04-01\|11.49\|-0.95\|11.82\|11.90\|11.42\|273851;2026-04-02\|12.64\|10.01\|12.30\|12.64\|12.20\|944078;2026-04-03\|11.38\|-9.97\|12.18\|12.43\|11.38\|743909;2026-04-07\|11.04\|-2.99\|10.93\|11.22\|10.58\|417755;2026-04-08\|11.37\|2.99\|11.07\|11.37\|11.07\|337815;2026-04-09\|11.12\|-2.20\|11.20\|11.23\|10.96\|283162;2026-04-10\|11.23\|0.99\|11.20\|11.30\|11.06\|250662;2026-04-13\|11.31\|0.71\|11.13\|11.33\|11.09\|216228;2026-04-14\|11.21\|-0.88\|11.33\|11.53\|11.15\|251783;2026-04-15\|11.17\|-0.36\|11.22\|11.32\|11.06\|238829;2026-04-16\|11.38\|1.88\|11.16\|11.40\|11.06\|271971;2026-04-17\|11.41\|0.26\|11.31\|11.47\|11.22\|233483;2026-04-20\|11.98\|5.00\|11.31\|12.00\|11.31\|469488;2026-04-21\|12.69\|5.93\|11.98\|12.98\|11.86\|820547;2026-04-22\|12.53\|-1.26\|12.68\|12.68\|12.40\|473659;2026-04-23\|12.67\|1.12\|12.51\|12.81\|12.25\|553156;2026-04-24\|12.24\|-3.39\|12.54\|12.66\|12.21\|358239;2026-04-27\|11.74\|-4.08\|11.84\|12.12\|11.65\|405731;2026-04-28\|11.78\|0.34\|11.58\|11.98\|11.53\|367936;2026-04-29\|11.80\|0.17\|11.67\|12.05\|11.60\|283523;2026-04-30\|11.58\|-1.86\|11.75\|11.79\|11.52\|225749;2026-05-06\|11.95\|3.20\|11.68\|11.96\|11.67\|251732;2026-05-07\|12.02\|0.59\|11.99\|12.10\|11.88\|258640;2026-05-08\|11.91\|-0.92\|11.96\|12.14\|11.86\|275592;2026-05-11\|11.83\|-0.67\|11.90\|12.12\|11.70\|353227;2026-05-12\|12.25\|3.55\|11.77\|12.47\|11.48\|622988;2026-05-13\|12.37\|0.98\|12.29\|12.68\|12.15\|642240;2026-05-14\|11.85\|-4.20\|12.33\|12.59\|11.85\|456907;2026-05-15\|11.41\|-3.71\|11.71\|11.86\|11.30\|337257;2026-05-18\|11.48\|0.61\|11.30\|11.55\|11.24\|162495;2026-05-19\|11.93\|3.92\|11.40\|11.98\|11.28\|305683;2026-05-20\|11.36\|-4.78\|11.88\|11.88\|11.33\|254178;2026-05-21\|11.25\|-0.97\|11.30\|11.55\|11.21\|155191;2026-05-22\|11.17\|-0.71\|11.33\|11.35\|11.05\|131198;2026-05-25\|11.33\|1.43\|11.18\|11.36\|11.18\|125711;2026-05-26\|11.06\|-2.38\|11.22\|11.22\|10.98\|148609;2026-05-27\|11.27\|1.90\|11.12\|11.40\|11.04\|193397;2026-05-28\|11.59\|2.84\|11.28\|11.64\|11.14\|304292;2026-05-29\|11.68\|0.78\|11.59\|11.98\|11.40\|355237;2026-06-01\|11.48\|-1.71\|11.66\|11.66\|11.03\|273856;2026-06-02\|11.20\|-2.44\|11.31\|11.35\|11.10\|198385;2026-06-03\|11.80\|5.36\|11.16\|11.96\|11.03\|410577;2026-06-04\|11.69\|-0.93\|11.80\|12.25\|11.65\|391717;2026-06-05\|11.23\|-3.94\|11.53\|11.90\|11.22\|276596;2026-06-08\|11.08\|-1.34\|11.00\|11.44\|10.70\|196694;2026-06-09\|10.99\|-0.81\|10.94\|11.13\|10.78\|169663;2026-06-10\|10.18\|-7.37\|10.88\|10.89\|10.15\|229035;2026-06-11\|9.80\|-3.73\|10.02\|10.08\|9.79\|168224;2026-06-12\|9.90\|1.02\|9.77\|10.03\|9.43\|184108;2026-06-15\|10.07\|1.72\|9.86\|10.10\|9.84\|116509;2026-06-16\|10.03\|-0.40\|10.00\|10.12\|9.94\|102776;2026-06-17\|9.77\|-2.59\|10.00\|10.12\|9.74\|129934;2026-06-18\|9.12\|-6.65\|9.78\|9.79\|9.07\|242204;2026-06-22\|9.15\|0.33\|9.13\|9.17\|8.82\|179315;2026-06-23\|9.05\|-1.09\|9.15\|9.24\|8.99\|133277;2026-06-24\|8.53\|-5.75\|9.05\|9.06\|8.47\|192275;2026-06-25\|8.10\|-5.04\|8.43\|8.45\|8.09\|208338;2026-06-26\|7.81\|-3.46\|8.11\|8.22\|7.81\|170776;2026-06-29\|7.88\|0.90\|7.77\|7.92\|7.59\|165656;2026-06-30\|7.90\|0.25\|7.90\|7.93\|7.69\|105578;2026-07-01\|8.60\|8.86\|7.96\|8.69\|7.91\|343400;2026-07-02\|8.21\|-4.53\|8.52\|8.86\|8.18\|306545;2026-07-03\|8.47\|3.17\|8.20\|8.55\|8.13\|216582;2026-07-06\|8.24\|-2.72\|8.40\|8.55\|8.20\|163250;2026-07-07\|7.93\|-3.76\|8.13\|8.27\|7.91\|124850;2026-07-08\|7.73\|-2.52\|7.91\|7.95\|7.73\|91183;2026-07-09\|7.70\|-0.39\|7.66\|7.78\|7.51\|125814;2026-07-10\|7.93\|2.99\|7.70\|8.11\|7.61\|167027;2026-07-13\|7.66\|-3.40\|7.93\|7.94\|7.65\|130855;2026-07-14\|7.90\|3.13\|7.68\|7.90\|7.59\|127812;2026-07-15\|8.07\|2.15\|7.90\|8.14\|7.82\|149730;2026-07-16\|8.19\|1.49\|8.03\|8.28\|7.97\|179711;2026-07-17\|9.01\|10.01\|8.06\|9.01\|8.06\|437126;2026-07-20\|9.91\|9.99\|9.10\|9.91\|9.06\|692105;2026-07-21\|9.64\|-2.72\|9.85\|10.08\|8.92\|844981;2026-07-22\|10.60\|9.96\|9.30\|10.60\|9.28\|902125;2026-07-23\|10.43\|-1.60\|10.20\|11.50\|10.01\|1030412;2026-07-24\|9.39\|-9.97\|9.80\|9.95\|9.39\|586186
22150	“算电协同”首次写入政府工作报告	特高压线缆+航空零部件+券商上调评级行业原因： AI算力爆发引起全球数据中心缺电，我国电网设备企业迎出海机遇。中信建投研报指出，中国电力设备出海迎来黄金发展期。2026年1~2月海关数据显示，中国电力变压器出口增速保持40%以上，延续较高增长态势，持续印证海外需求旺盛。公司原因： 1、据2026年3月31日年报，公司800kV及以上特高压线缆营收同比增78.75%，海外出口增75.38%，电网中标份额持续扩大。 2、据2026年3月31日年报，子公司成都航飞订单饱满，配套多款军用及C919等民用机型，航空零部件业务营收同比增54.95%。 3、据21世纪经济报道2026年5月11日，中泰证券将公司评级由“增持”上调至“买入”。	国内架空导线龙头，特高压导线主要供应商，2025年净利润增逾5倍	2026-03-17\|9.99\|-4.49\|10.50\|10.53\|9.97\|331501;2026-03-18\|10.28\|2.90\|10.01\|10.29\|10.01\|223677;2026-03-19\|9.91\|-3.60\|10.13\|10.19\|9.85\|223718;2026-03-20\|9.62\|-2.93\|9.98\|10.15\|9.60\|212155;2026-03-23\|9.11\|-5.30\|9.44\|9.62\|9.04\|274171;2026-03-24\|9.59\|5.27\|9.36\|9.61\|9.20\|246928;2026-03-25\|9.79\|2.09\|9.59\|9.83\|9.55\|216395;2026-03-26\|9.55\|-2.45\|9.80\|9.87\|9.49\|162135;2026-03-27\|9.69\|1.47\|9.42\|9.73\|9.39\|158027;2026-03-30\|9.81\|1.24\|9.59\|9.81\|9.49\|215258;2026-03-31\|10.79\|9.99\|10.27\|10.79\|9.98\|565903;2026-04-01\|11.87\|10.01\|11.37\|11.87\|11.17\|836190;2026-04-02\|13.06\|10.03\|12.99\|13.06\|11.93\|2109967;2026-04-03\|12.62\|-3.37\|13.78\|14.37\|12.49\|2071272;2026-04-07\|13.25\|4.99\|12.52\|13.88\|12.38\|1849764;2026-04-08\|13.55\|2.26\|13.12\|13.80\|12.89\|1972574;2026-04-09\|13.27\|-2.07\|13.03\|13.73\|12.84\|1520321;2026-04-10\|13.57\|2.26\|13.40\|14.06\|13.33\|1631242;2026-04-13\|14.28\|5.23\|13.27\|14.31\|13.27\|1629163;2026-04-14\|13.81\|-3.29\|13.87\|14.18\|13.55\|1355845;2026-04-15\|14.04\|1.67\|13.65\|14.29\|13.26\|1369226;2026-04-16\|13.91\|-0.93\|13.78\|14.19\|13.00\|1319070;2026-04-17\|13.88\|-0.22\|14.21\|15.00\|13.72\|1357632;2026-04-20\|15.27\|10.01\|14.65\|15.27\|14.43\|1003765;2026-04-21\|14.18\|-7.14\|16.14\|16.48\|14.14\|1927715;2026-04-22\|13.84\|-2.40\|13.97\|14.17\|13.62\|1257142;2026-04-23\|14.27\|3.11\|13.63\|14.64\|13.63\|1230631;2026-04-24\|14.25\|-0.14\|13.65\|14.69\|13.63\|1084078;2026-04-27\|15.68\|10.04\|14.71\|15.68\|14.71\|1218616;2026-04-28\|15.11\|-3.64\|15.54\|15.66\|14.89\|1197138;2026-04-29\|15.57\|3.04\|15.20\|15.83\|15.16\|1214587;2026-04-30\|14.67\|-5.78\|15.40\|15.65\|14.20\|1136453;2026-05-06\|15.12\|3.07\|15.21\|15.52\|14.99\|1002479;2026-05-07\|16.06\|6.22\|15.24\|16.25\|15.17\|1055095;2026-05-08\|15.54\|-3.24\|15.81\|15.90\|15.44\|854454;2026-05-11\|15.00\|-3.47\|15.66\|15.78\|14.88\|880195;2026-05-12\|16.50\|10.00\|14.89\|16.50\|14.62\|1170118;2026-05-13\|12.90\|9.97\|12.12\|12.90\|12.07\|1888191;2026-05-14\|11.61\|-10.00\|12.68\|12.89\|11.61\|1824795;2026-05-15\|10.45\|-9.99\|11.08\|11.25\|10.45\|1638391;2026-05-18\|10.10\|-3.35\|10.22\|10.54\|9.95\|1031768;2026-05-19\|9.85\|-2.48\|10.15\|10.15\|9.65\|864065;2026-05-20\|9.63\|-2.23\|9.81\|9.84\|9.46\|700919;2026-05-21\|9.18\|-4.67\|9.64\|9.81\|9.15\|750566;2026-05-22\|9.49\|3.38\|9.37\|9.58\|9.24\|583939;2026-05-25\|9.27\|-2.32\|9.61\|9.77\|9.16\|668451;2026-05-26\|9.04\|-2.48\|9.27\|9.30\|8.80\|569809;2026-05-27\|8.84\|-2.21\|9.00\|9.10\|8.71\|455220;2026-05-28\|9.18\|3.85\|8.99\|9.30\|8.89\|720531;2026-05-29\|9.16\|-0.22\|9.18\|9.40\|8.93\|749137;2026-06-01\|9.19\|0.33\|9.10\|9.31\|8.90\|530327;2026-06-02\|8.93\|-2.83\|9.18\|9.19\|8.60\|573851;2026-06-03\|8.87\|-0.67\|8.86\|8.97\|8.74\|474208;2026-06-04\|8.69\|-2.03\|8.81\|8.87\|8.62\|397117;2026-06-05\|8.69\|0.00\|8.68\|8.84\|8.42\|469756;2026-06-08\|8.22\|-5.41\|8.41\|8.58\|8.15\|417131;2026-06-09\|8.45\|2.80\|8.51\|8.54\|8.24\|346021;2026-06-10\|8.12\|-3.91\|8.45\|8.45\|8.06\|335540;2026-06-11\|8.07\|-0.62\|8.08\|8.16\|7.99\|264340;2026-06-12\|8.22\|1.86\|8.21\|8.38\|8.12\|360717;2026-06-15\|8.41\|2.31\|8.30\|8.49\|8.25\|303178;2026-06-16\|8.43\|0.24\|8.41\|8.49\|8.25\|322487;2026-06-17\|8.31\|-1.42\|8.40\|8.59\|8.25\|386020;2026-06-18\|8.21\|-1.20\|8.28\|8.31\|8.15\|323982;2026-06-22\|8.25\|0.49\|8.21\|8.25\|7.90\|427358;2026-06-23\|8.62\|4.48\|8.27\|8.97\|8.24\|773046;2026-06-24\|8.23\|-4.52\|8.62\|8.62\|8.06\|642484;2026-06-25\|7.96\|-3.28\|8.32\|8.47\|7.92\|484823;2026-06-26\|7.60\|-4.52\|7.97\|8.02\|7.56\|429504;2026-06-29\|7.47\|-1.71\|7.61\|7.73\|7.36\|339671;2026-06-30\|7.44\|-0.40\|7.43\|7.49\|7.28\|267036;2026-07-01\|7.39\|-0.67\|7.44\|7.50\|7.24\|348843;2026-07-02\|7.39\|0.00\|7.30\|7.78\|7.27\|442671;2026-07-03\|7.58\|2.57\|7.39\|7.70\|7.38\|365518;2026-07-06\|7.26\|-4.22\|7.60\|7.65\|7.25\|352366;2026-07-07\|7.05\|-2.89\|7.19\|7.28\|6.99\|246033;2026-07-08\|6.81\|-3.40\|7.05\|7.11\|6.80\|254388;2026-07-09\|6.81\|0.00\|6.74\|6.84\|6.46\|320585;2026-07-10\|6.86\|0.73\|6.80\|7.10\|6.75\|318336;2026-07-13\|6.39\|-6.85\|6.86\|6.86\|6.37\|294258;2026-07-14\|6.50\|1.72\|6.34\|6.50\|6.23\|278973;2026-07-15\|5.99\|-7.85\|6.23\|6.25\|5.90\|577192;2026-07-16\|5.91\|-1.34\|5.91\|6.08\|5.80\|379590;2026-07-17\|5.59\|-5.41\|5.89\|5.94\|5.53\|348270;2026-07-20\|5.48\|-1.97\|5.66\|5.74\|5.40\|377961;2026-07-21\|5.56\|1.46\|5.48\|5.56\|5.10\|432289;2026-07-22\|5.42\|-2.52\|5.50\|5.61\|5.38\|270975;2026-07-23\|5.96\|9.96\|5.44\|5.96\|5.42\|562710;2026-07-24\|5.86\|-1.68\|6.06\|6.19\|5.84\|907165
22149	“算电协同”首次写入政府工作报告	涨停揭秘：公司作为区域热电联产龙头，叠加电网侧独立储能业务放量，直接受益于智能电网投资高增及‘算电协同’政策催化；涨停缘由：一季度国家电网固投同比+37%；‘算电协同’首次写入政府工作报告；2号机组投产+储能收入同比+52%；提前赎回新港转债强化资本结构；资金逻辑：近5日4次登龙虎榜，主力资金4月2日净流入2110万元，游资与机构共振推升股价，反映对低碳能源基础设施的配置共识；风险提示：火电主业受煤价波动影响，可转债赎回完成或致短期流动性承压，市盈率40倍高于行业均值	公司专业从事热电联产业务	2026-03-17\|9.53\|-1.45\|9.67\|9.78\|9.51\|58758;2026-03-18\|10.23\|7.35\|9.56\|10.48\|9.55\|338977;2026-03-19\|10.12\|-1.08\|10.10\|10.70\|10.07\|308406;2026-03-20\|10.64\|5.14\|10.26\|10.92\|9.95\|341237;2026-03-23\|10.40\|-2.26\|10.90\|11.32\|10.33\|374135;2026-03-24\|10.78\|3.65\|10.59\|10.88\|10.37\|272811;2026-03-25\|10.95\|1.58\|10.55\|11.15\|10.46\|298205;2026-03-26\|10.98\|0.27\|10.85\|11.11\|10.56\|255147;2026-03-27\|11.20\|2.00\|10.80\|11.70\|10.80\|334395;2026-03-30\|10.55\|-5.80\|10.99\|10.99\|10.08\|291038;2026-03-31\|11.61\|10.05\|10.20\|11.61\|10.16\|326211;2026-04-01\|12.77\|9.99\|11.80\|12.77\|11.13\|548307;2026-04-02\|14.05\|10.02\|13.40\|14.05\|13.40\|463188;2026-04-03\|12.79\|-8.97\|14.48\|15.46\|12.72\|652075;2026-04-07\|14.07\|10.01\|12.79\|14.07\|12.12\|594774;2026-04-08\|15.48\|10.02\|14.13\|15.48\|14.13\|615370;2026-04-09\|14.15\|-8.59\|14.70\|14.86\|13.93\|519780;2026-04-10\|14.17\|0.14\|13.80\|14.85\|13.15\|488733;2026-04-13\|13.80\|-2.61\|13.50\|13.97\|12.90\|372295;2026-04-14\|14.05\|1.81\|13.49\|14.88\|13.30\|405459;2026-04-15\|12.82\|-8.75\|13.33\|13.57\|12.65\|397390;2026-04-16\|13.04\|1.72\|12.30\|13.28\|11.81\|394720;2026-04-17\|12.74\|-2.30\|13.00\|13.28\|12.64\|256561;2026-04-20\|14.01\|9.97\|12.74\|14.01\|12.57\|221343;2026-04-21\|13.86\|-1.07\|14.49\|14.60\|13.65\|495119;2026-04-22\|13.51\|-2.53\|13.72\|13.77\|13.15\|286030;2026-04-23\|13.06\|-3.33\|13.30\|13.57\|12.43\|339281;2026-04-24\|12.00\|-8.12\|12.53\|12.79\|11.92\|261849;2026-04-27\|11.93\|-0.58\|11.66\|12.00\|11.40\|166483;2026-04-28\|11.52\|-3.44\|11.90\|11.92\|11.36\|166423;2026-04-29\|11.47\|-0.43\|11.32\|11.59\|11.31\|115048;2026-04-30\|11.16\|-2.70\|11.36\|11.52\|11.09\|152136;2026-05-06\|11.41\|2.24\|11.18\|11.47\|11.18\|121872;2026-05-07\|11.87\|4.03\|11.54\|11.88\|11.43\|178168;2026-05-08\|11.77\|-0.84\|11.85\|11.94\|11.61\|134914;2026-05-11\|11.68\|-0.76\|11.77\|11.84\|11.63\|133993;2026-05-12\|11.79\|0.94\|11.62\|11.91\|11.47\|143276;2026-05-13\|12.05\|2.21\|11.86\|12.45\|11.76\|237984;2026-05-14\|11.56\|-4.07\|12.04\|12.38\|11.56\|240199;2026-05-15\|11.33\|-1.99\|11.48\|11.62\|11.19\|166447;2026-05-18\|11.01\|-2.82\|11.11\|11.24\|10.83\|137136;2026-05-19\|11.25\|2.18\|10.97\|11.30\|10.90\|118788;2026-05-20\|10.90\|-3.11\|11.10\|11.15\|10.83\|110001;2026-05-21\|10.45\|-4.13\|10.85\|11.07\|10.39\|135496;2026-05-22\|10.70\|2.39\|10.46\|10.76\|10.32\|91151;2026-05-25\|10.83\|1.22\|10.65\|11.36\|10.45\|193220;2026-05-26\|10.66\|-1.57\|10.82\|10.90\|10.45\|129841;2026-05-27\|11.00\|3.19\|10.50\|11.73\|10.50\|383984;2026-05-28\|9.90\|-10.00\|10.75\|10.77\|9.90\|348225;2026-05-29\|9.80\|-1.01\|9.98\|10.33\|9.80\|307553;2026-06-01\|10.20\|4.08\|9.89\|10.25\|9.55\|227504;2026-06-02\|10.50\|2.94\|10.08\|10.55\|9.87\|207657;2026-06-03\|11.55\|10.00\|10.31\|11.55\|10.31\|247374;2026-06-04\|12.71\|10.04\|11.75\|12.71\|11.50\|325695;2026-06-05\|12.30\|-3.23\|13.16\|13.50\|12.00\|735844;2026-06-08\|11.07\|-10.00\|11.78\|12.02\|11.07\|407389;2026-06-09\|10.55\|-4.70\|11.16\|11.25\|10.35\|388990;2026-06-10\|9.97\|-5.50\|10.34\|10.53\|9.80\|231617;2026-06-11\|9.52\|-4.51\|9.75\|9.86\|9.37\|196141;2026-06-12\|9.18\|-3.57\|9.47\|9.62\|9.14\|205520;2026-06-15\|9.24\|0.65\|9.18\|9.78\|9.10\|212776;2026-06-16\|9.05\|-2.06\|9.24\|9.38\|9.01\|185008;2026-06-17\|8.87\|-1.99\|9.00\|9.18\|8.76\|206927;2026-06-18\|8.58\|-3.27\|8.87\|8.88\|8.51\|154309;2026-06-22\|8.54\|-0.47\|8.62\|8.62\|8.29\|132499;2026-06-23\|8.59\|0.59\|8.48\|8.69\|8.46\|129142;2026-06-24\|8.33\|-3.03\|8.52\|8.56\|8.17\|107767;2026-06-25\|7.98\|-2.33\|8.19\|8.23\|7.94\|96992;2026-06-26\|7.72\|-3.26\|8.05\|8.19\|7.68\|109767;2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374;2026-07-14\|7.30\|1.96\|7.13\|7.31\|7.05\|78199;2026-07-15\|7.35\|0.68\|7.30\|7.53\|7.26\|70326;2026-07-16\|7.27\|-1.09\|7.35\|7.40\|7.21\|61412;2026-07-17\|7.15\|-1.65\|7.23\|7.44\|7.07\|149927;2026-07-20\|7.27\|1.68\|7.10\|7.47\|7.08\|184910;2026-07-21\|6.98\|-3.99\|7.20\|7.20\|6.66\|194300;2026-07-22\|7.68\|10.03\|6.87\|7.68\|6.82\|102641;2026-07-23\|8.45\|10.03\|8.34\|8.45\|8.17\|136471;2026-07-24\|8.64\|2.25\|8.65\|9.00\|8.05\|644509

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