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
12415	广期所碳酸锂主力合约突破16万元/吨	拟控股鑫兴光电+锂矿+电商直销 1、据证券时报2026年6月30日报道，浙江鑫兴光电半导体有限公司发生股权变动，广东鑫诚光电半导体有限公司将其持有的鑫兴光电51%股权转让至公司，相关工商变更登记手续已办理完成。 2、据2026年4月28日年报，公司通过收购宇瑞科技控股光宇矿业，旗下南阳山锂矿、蔡家锂矿已取得采矿许可证，采矿工程井巷掘进1600余米；据2026年5月12日业绩说明会，公司参与的20.01亿元南宁海盟新能源投资合伙企业，其投资的年产30万吨硫酸绿色循环经济项目已基本具备投产条件。 3、据2026年5月12日业绩说明会及2026年4月28日年报，公司2025年度电商直销业务收入占比达98.82%，为核心主营业务，经营战略已从直播电商向电商直销业务转型。	公司控股孙公司光宇矿业旗下南阳山锂矿、蔡家锂矿已于2023年7月取得采矿许可证，选矿厂整体完工进度87.84%，采矿工程完工进度21.25%，同步开展锂原矿碎矿销售，新能源业务持续推进	2026-03-17\|21.20\|-2.53\|21.54\|22.19\|21.11\|103789;2026-03-18\|21.31\|0.52\|21.47\|21.47\|21.00\|56292;2026-03-19\|20.60\|-3.33\|21.20\|21.30\|20.50\|50342;2026-03-20\|19.22\|-6.70\|20.60\|21.08\|19.20\|119748;2026-03-23\|18.06\|-6.04\|18.95\|19.28\|17.78\|79135;2026-03-24\|18.80\|4.10\|18.51\|18.97\|17.00\|96905;2026-03-25\|18.98\|0.96\|18.94\|19.37\|18.68\|56940;2026-03-26\|18.60\|-2.00\|18.79\|19.10\|18.51\|36272;2026-03-27\|20.72\|11.40\|18.28\|21.17\|18.28\|154691;2026-03-30\|20.81\|0.43\|20.63\|21.03\|20.22\|89801;2026-03-31\|20.11\|-3.36\|20.78\|20.94\|20.10\|60596;2026-04-01\|19.90\|-1.04\|20.49\|20.80\|19.86\|59092;2026-04-02\|19.55\|-1.76\|19.72\|20.38\|19.30\|56048;2026-04-03\|19.15\|-2.05\|19.53\|19.87\|18.62\|59469;2026-04-07\|19.28\|0.68\|19.16\|19.92\|19.00\|42077;2026-04-08\|20.07\|4.10\|19.67\|20.18\|19.44\|63205;2026-04-09\|20.05\|-0.10\|20.00\|20.43\|19.84\|58848;2026-04-10\|19.76\|-1.45\|20.41\|20.51\|19.73\|63680;2026-04-13\|19.52\|-1.21\|19.70\|19.84\|19.33\|40118;2026-04-14\|20.32\|4.10\|19.52\|20.32\|19.42\|80482;2026-04-15\|20.57\|1.23\|20.53\|21.01\|19.95\|80711;2026-04-16\|20.75\|0.88\|20.56\|20.99\|20.35\|75357;2026-04-17\|21.37\|2.99\|20.64\|21.54\|20.52\|86363;2026-04-20\|24.31\|13.76\|21.41\|25.50\|21.41\|287678;2026-04-21\|23.33\|-4.03\|23.61\|24.50\|22.92\|193223;2026-04-22\|25.23\|8.14\|23.22\|25.75\|22.65\|185364;2026-04-23\|24.63\|-2.38\|25.47\|25.47\|24.36\|107436;2026-04-24\|24.16\|-1.91\|24.41\|24.90\|23.83\|89811;2026-04-27\|23.70\|-1.90\|23.80\|24.34\|23.50\|87678;2026-04-28\|24.00\|1.27\|23.60\|26.25\|23.60\|218935;2026-04-29\|24.84\|3.50\|23.76\|26.60\|23.70\|223919;2026-04-30\|24.93\|0.36\|25.34\|25.34\|24.35\|117402;2026-05-06\|26.18\|5.01\|25.00\|26.56\|25.00\|150268;2026-05-07\|27.68\|5.73\|26.16\|27.83\|26.02\|157257;2026-05-08\|29.71\|7.33\|27.60\|30.67\|26.70\|269933;2026-05-11\|31.28\|5.28\|29.71\|31.93\|29.17\|287377;2026-05-12\|29.01\|-7.26\|30.66\|30.66\|27.13\|289090;2026-05-13\|30.37\|4.69\|28.38\|31.40\|28.28\|229674;2026-05-14\|29.75\|-2.04\|30.19\|30.59\|29.20\|133047;2026-05-15\|28.72\|-3.46\|29.75\|30.50\|28.30\|123140;2026-05-18\|29.75\|3.59\|28.52\|29.94\|28.30\|99031;2026-05-19\|30.69\|3.16\|29.86\|31.46\|29.43\|118512;2026-05-20\|33.28\|8.44\|31.02\|33.77\|30.61\|174761;2026-05-21\|31.91\|-4.12\|33.95\|34.27\|31.50\|152757;2026-05-22\|32.48\|1.79\|32.51\|33.21\|30.96\|117483;2026-05-25\|31.68\|-2.46\|32.48\|33.00\|30.60\|136884;2026-05-26\|31.79\|0.35\|31.69\|32.58\|30.45\|100058;2026-05-27\|31.56\|-0.72\|31.79\|32.31\|30.60\|100645;2026-05-28\|31.63\|0.22\|31.66\|32.87\|31.04\|80077;2026-05-29\|30.52\|-3.51\|32.26\|33.08\|30.20\|99277;2026-06-01\|29.60\|-3.01\|30.15\|31.10\|28.66\|135357;2026-06-02\|29.04\|-1.89\|29.11\|29.60\|27.60\|134236;2026-06-03\|29.20\|0.55\|28.79\|29.76\|28.54\|102487;2026-06-04\|28.89\|-1.06\|28.90\|29.70\|28.60\|76260;2026-06-05\|28.49\|-1.38\|29.00\|29.29\|27.85\|78618;2026-06-08\|27.10\|-4.88\|26.80\|29.20\|26.60\|105882;2026-06-09\|29.09\|7.34\|27.34\|29.50\|26.93\|91202;2026-06-10\|28.22\|-2.99\|29.00\|29.45\|27.91\|63199;2026-06-11\|26.23\|-7.05\|28.23\|28.34\|25.61\|116747;2026-06-12\|26.45\|0.84\|26.78\|27.47\|26.09\|88314;2026-06-15\|26.42\|-0.11\|26.81\|28.20\|25.95\|82265;2026-06-16\|26.75\|1.25\|26.26\|28.13\|25.24\|116451;2026-06-17\|30.44\|13.79\|26.54\|31.50\|26.44\|214076;2026-06-18\|30.14\|-0.99\|30.41\|30.91\|29.41\|132492;2026-06-22\|31.77\|5.41\|30.27\|31.83\|29.30\|138394;2026-06-23\|31.20\|-1.79\|31.27\|32.40\|31.00\|113272;2026-06-24\|31.73\|1.70\|31.40\|31.80\|30.20\|88449;2026-06-25\|32.19\|1.45\|31.73\|32.48\|31.19\|116938;2026-06-26\|29.50\|-8.36\|32.40\|32.55\|29.04\|148107;2026-06-29\|27.54\|-6.64\|29.71\|30.20\|27.04\|120787;2026-06-30\|33.05\|20.01\|28.60\|33.05\|27.66\|242516;2026-07-01\|39.66\|20.00\|38.40\|39.66\|36.50\|135008;2026-07-02\|34.02\|-14.22\|39.00\|40.00\|33.41\|409733;2026-07-03\|32.13\|-5.56\|34.15\|34.60\|31.97\|215820;2026-07-06\|31.47\|-2.05\|32.43\|32.69\|30.29\|193342;2026-07-07\|29.55\|-6.10\|31.32\|31.78\|29.40\|97068;2026-07-08\|27.90\|-5.58\|30.14\|30.31\|27.80\|101384;2026-07-09\|29.26\|4.87\|28.26\|29.41\|26.64\|122147;2026-07-10\|28.28\|-3.35\|29.17\|31.79\|28.20\|145669;2026-07-13\|27.33\|-3.36\|28.20\|28.66\|27.00\|84714;2026-07-14\|27.17\|-0.59\|27.35\|27.58\|26.10\|82079;2026-07-15\|27.61\|1.62\|27.43\|28.60\|27.14\|78699;2026-07-16\|25.81\|-6.52\|27.48\|27.75\|25.56\|89875;2026-07-17\|22.14\|-14.22\|25.70\|25.81\|21.08\|139855;2026-07-20\|20.37\|-7.99\|22.58\|23.99\|20.00\|132753;2026-07-21\|21.30\|4.57\|20.81\|21.55\|17.40\|160493;2026-07-22\|20.55\|-3.52\|21.00\|22.16\|20.44\|102536;2026-07-23\|20.32\|-1.12\|20.66\|21.18\|19.98\|63026;2026-07-24\|19.64\|-3.35\|20.02\|20.56\|19.42\|85684
12414	广期所碳酸锂主力合约突破16万元/吨	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	子公司天宜锂业拥有从事锂盐行业多年的技术、管理团队，电池级氢氧化锂产品、电池级碳酸锂产品主要应用于新能源汽车电池、通讯电子产品电源设备、能源存储等领域，可以实现电池级氢氧化锂产品13.5万吨/年，电池级碳酸锂产品3万吨/年	2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888;2026-07-13\|64.06\|-2.50\|65.68\|66.90\|63.33\|463111;2026-07-14\|64.65\|0.92\|64.58\|65.21\|62.07\|447251;2026-07-15\|60.01\|-7.18\|65.00\|65.12\|59.90\|523757;2026-07-16\|59.01\|-1.67\|59.51\|60.30\|57.99\|416041;2026-07-17\|57.02\|-3.37\|58.76\|61.96\|57.00\|441747;2026-07-20\|53.33\|-6.47\|57.22\|58.08\|51.99\|530250;2026-07-21\|55.82\|4.67\|54.00\|55.90\|50.74\|469964;2026-07-22\|55.88\|0.11\|54.80\|57.16\|54.50\|351306;2026-07-23\|60.38\|8.05\|56.43\|62.88\|56.25\|710280;2026-07-24\|56.70\|-6.09\|58.50\|59.90\|56.15\|431189
12413	广期所碳酸锂主力合约突破16万元/吨	业绩高增+碳酸锂+盐湖提锂+资产聚焦行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月23日年报及2026年4月23日一季报，公司2025年营收24.30亿元、净利润5.12亿元，分别同比增长48.22%、123.00%；2026年一季度营收8.48亿元、净利润1.8亿元，分别同比增长47.88%、42.73%，主因塔中矿业产能释放及金属价格上行。 2、据2026年4月23日年报，公司通过控股珠峰香港持股87.5%全资控股阿根廷项目公司，安赫莱斯盐湖拥有205万吨碳酸锂当量资源，正在实施新增2.5万吨/年碳酸锂产能扩建。 3、据2026年4月25日公告，公司拟以7000万美元出售阿根廷托萨公司100%股权，交易完成后将集中资源聚焦安赫莱斯盐湖项目，提升资产质量与运营效率。	公司旗下阿根廷的锂钾公司名下安赫莱斯卤水锂矿锂盐产品开发的扩产项目，该盐湖采矿权的资源储量为204.9万吨碳酸锂当量	2026-03-17\|17.31\|-2.04\|17.67\|18.15\|17.30\|344773;2026-03-18\|16.88\|-2.48\|17.32\|17.42\|16.55\|393606;2026-03-19\|15.70\|-6.99\|16.46\|16.46\|15.60\|526899;2026-03-20\|15.61\|-0.57\|15.70\|16.18\|15.48\|413360;2026-03-23\|14.71\|-5.77\|15.00\|15.55\|14.59\|500331;2026-03-24\|15.65\|6.39\|15.21\|15.68\|14.87\|503456;2026-03-25\|15.81\|1.02\|16.00\|16.20\|15.63\|450118;2026-03-26\|15.89\|0.51\|15.71\|16.45\|15.67\|477275;2026-03-27\|17.48\|10.01\|15.68\|17.48\|15.61\|1040453;2026-03-30\|17.73\|1.43\|17.56\|18.07\|17.51\|908191;2026-03-31\|17.02\|-4.00\|17.65\|17.72\|17.00\|573270;2026-04-01\|16.95\|-0.41\|17.32\|17.38\|16.79\|394570;2026-04-02\|17.16\|1.24\|16.82\|17.58\|16.63\|542992;2026-04-03\|16.51\|-3.79\|17.12\|17.30\|16.46\|363625;2026-04-07\|16.74\|1.39\|16.52\|16.89\|16.26\|326998;2026-04-08\|17.70\|5.73\|17.18\|17.75\|17.11\|490978;2026-04-09\|17.60\|-0.56\|17.44\|17.90\|17.21\|382475;2026-04-10\|17.82\|1.25\|17.69\|18.20\|17.60\|529047;2026-04-13\|18.34\|2.92\|17.72\|18.49\|17.68\|651569;2026-04-14\|19.11\|4.20\|18.55\|19.29\|18.37\|741175;2026-04-15\|18.99\|-0.63\|19.73\|20.21\|18.46\|965201;2026-04-16\|20.51\|8.00\|19.34\|20.58\|19.17\|1211288;2026-04-17\|21.71\|5.85\|20.51\|21.90\|20.50\|1107640;2026-04-20\|21.35\|-1.66\|21.67\|22.20\|21.20\|773541;2026-04-21\|21.29\|-0.28\|21.76\|21.89\|21.13\|672291;2026-04-22\|22.80\|7.09\|21.00\|22.94\|20.70\|1076133;2026-04-23\|20.52\|-10.00\|22.00\|22.00\|20.52\|481302;2026-04-24\|22.57\|9.99\|19.28\|22.57\|19.28\|1823146;2026-04-27\|24.83\|10.01\|22.80\|24.83\|22.80\|1194803;2026-04-28\|25.10\|1.09\|24.92\|26.00\|24.53\|1583821;2026-04-29\|27.61\|10.00\|25.24\|27.61\|24.70\|1367450;2026-04-30\|27.58\|-0.11\|27.93\|28.28\|26.94\|1410287;2026-05-06\|26.48\|-3.99\|27.17\|27.58\|26.17\|1558099;2026-05-07\|25.62\|-3.25\|26.48\|26.50\|24.70\|1325906;2026-05-08\|24.47\|-4.49\|25.60\|26.66\|24.30\|1265983;2026-05-11\|24.14\|-1.35\|24.71\|25.30\|23.97\|915375;2026-05-12\|23.47\|-2.78\|24.44\|24.55\|23.14\|752051;2026-05-13\|22.90\|-2.43\|23.47\|23.65\|22.85\|766193;2026-05-14\|21.76\|-4.98\|22.92\|23.16\|21.71\|749081;2026-05-15\|21.23\|-2.44\|21.60\|22.25\|21.02\|764182;2026-05-18\|21.23\|0.00\|21.04\|21.80\|20.50\|630745;2026-05-19\|20.30\|-4.38\|21.05\|21.18\|20.08\|701288;2026-05-20\|20.59\|1.43\|20.29\|21.09\|19.73\|842976;2026-05-21\|19.93\|-3.21\|20.73\|21.08\|19.91\|605978;2026-05-22\|20.46\|2.66\|20.23\|20.50\|19.75\|483302;2026-05-25\|19.77\|-3.37\|20.50\|20.64\|19.66\|546994;2026-05-26\|19.68\|-0.46\|19.50\|19.88\|18.92\|569019;2026-05-27\|18.82\|-4.37\|19.58\|19.80\|18.69\|481788;2026-05-28\|18.62\|-1.06\|18.88\|19.15\|18.12\|441667;2026-05-29\|18.15\|-2.52\|18.79\|18.98\|18.00\|452613;2026-06-01\|17.88\|-1.49\|18.15\|18.40\|17.84\|355645;2026-06-02\|17.81\|-0.39\|18.06\|18.10\|17.05\|469686;2026-06-03\|17.81\|0.00\|17.65\|18.25\|17.55\|420210;2026-06-04\|17.20\|-3.42\|17.55\|17.60\|16.94\|515866;2026-06-05\|17.00\|-1.16\|17.20\|17.70\|16.61\|525483;2026-06-08\|16.09\|-5.35\|16.69\|17.26\|15.71\|536205;2026-06-09\|16.56\|2.92\|16.25\|16.68\|15.82\|541638;2026-06-10\|16.63\|0.42\|16.38\|17.45\|16.33\|683145;2026-06-11\|17.20\|3.43\|16.63\|17.80\|16.62\|1077453;2026-06-12\|17.87\|3.90\|17.26\|18.36\|17.20\|1197916;2026-06-15\|17.93\|0.34\|18.00\|18.48\|17.51\|1044517;2026-06-16\|18.43\|2.79\|17.83\|18.75\|17.39\|999627;2026-06-17\|17.91\|-2.82\|18.35\|18.52\|17.74\|757405;2026-06-18\|17.42\|-2.74\|17.75\|18.05\|17.28\|648421;2026-06-22\|18.41\|5.68\|17.02\|18.44\|16.74\|950229;2026-06-23\|17.39\|-5.54\|18.50\|18.60\|17.31\|762849;2026-06-24\|17.85\|2.65\|17.25\|18.05\|16.80\|719251;2026-06-25\|16.29\|-8.74\|17.60\|17.69\|16.28\|948145;2026-06-26\|14.84\|-8.90\|16.56\|16.58\|14.76\|889690;2026-06-29\|14.72\|-0.81\|14.70\|15.04\|14.33\|576380;2026-06-30\|15.24\|3.53\|14.60\|15.29\|14.56\|526088;2026-07-01\|15.51\|1.77\|15.30\|15.55\|14.80\|588076;2026-07-02\|15.14\|-2.39\|15.47\|15.60\|15.11\|498541;2026-07-03\|15.04\|-0.66\|15.35\|15.50\|15.02\|434404;2026-07-06\|14.85\|-1.26\|15.08\|15.80\|14.81\|649158;2026-07-07\|14.29\|-3.77\|14.81\|15.03\|14.16\|401600;2026-07-08\|13.50\|-5.53\|14.24\|14.28\|13.50\|477749;2026-07-09\|13.40\|-0.74\|13.49\|13.71\|12.77\|487936;2026-07-10\|13.25\|-1.12\|13.36\|13.68\|13.17\|452242;2026-07-13\|12.49\|-5.74\|13.15\|13.17\|12.40\|449504;2026-07-14\|12.81\|2.56\|12.60\|12.83\|12.26\|389124;2026-07-15\|12.62\|-1.48\|12.84\|12.97\|12.56\|349265;2026-07-16\|12.24\|-2.86\|12.50\|12.62\|12.18\|321680;2026-07-17\|11.61\|-5.15\|12.24\|12.35\|11.60\|433244;2026-07-20\|11.18\|-3.70\|11.75\|11.82\|11.01\|475985;2026-07-21\|12.14\|8.59\|11.19\|12.24\|11.05\|746954;2026-07-22\|12.25\|0.91\|12.12\|12.40\|11.98\|523666;2026-07-23\|12.82\|4.65\|12.25\|12.92\|12.21\|657136;2026-07-24\|12.16\|-5.15\|12.55\|12.68\|12.14\|416246
12412	广期所碳酸锂主力合约突破16万元/吨	超级电容+导电炭黑+炭黑龙头+景德镇国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月16日互动易，公司介孔碳产品及高比表炭黑可应用于超级电容器等领域，已在对接行业头部企业进行测试；据2026年6月9日互动易，介孔碳产品已进入中试阶段，中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域。 2、据2026年4月20日投资者关系活动记录表，公司2万吨/年超导电炭黑产能已建成投产，产品可应用于动力、储能、快充、固态等电池领域，月度订单已实现百吨级以上交付，销量呈逐月增长态势。 3、据2026年3月31日年报，公司系国内炭黑行业龙头企业，产销量一直保持国内领先地位，产能规模已跻身世界前列，2025年产能利用率达92.89%。 4、据2026年3月31日年报，公司的最终控制人为景德镇市国有资产监督管理委员会。	国内炭黑行业龙头；公司锂电级导电炭黑产品目前已具备1万吨/年产能规模，正在市场开发中，已给个别客户小批量供货	2026-03-17\|9.77\|-4.40\|10.12\|10.33\|9.74\|374744;2026-03-18\|9.61\|-1.64\|9.80\|9.87\|9.48\|218285;2026-03-19\|9.33\|-2.91\|9.80\|9.95\|9.28\|285713;2026-03-20\|8.78\|-5.89\|9.37\|9.41\|8.77\|311855;2026-03-23\|8.65\|-1.48\|8.57\|9.30\|8.40\|344878;2026-03-24\|8.45\|-2.31\|8.80\|8.90\|8.13\|368713;2026-03-25\|8.54\|1.07\|8.40\|8.62\|8.28\|199468;2026-03-26\|8.36\|-2.11\|8.55\|8.62\|8.21\|195657;2026-03-27\|9.20\|10.05\|8.27\|9.20\|8.21\|529163;2026-03-30\|9.10\|-1.09\|9.21\|9.21\|8.88\|355017;2026-03-31\|8.78\|-3.52\|9.19\|9.19\|8.78\|214081;2026-04-01\|8.62\|-1.82\|8.95\|8.98\|8.61\|196457;2026-04-02\|8.61\|-0.12\|8.64\|8.78\|8.46\|173191;2026-04-03\|8.19\|-4.88\|8.69\|8.70\|8.15\|237616;2026-04-07\|8.38\|2.32\|8.19\|8.50\|8.15\|142472;2026-04-08\|8.49\|1.31\|8.47\|8.50\|8.30\|181448;2026-04-09\|8.34\|-1.77\|8.46\|8.46\|8.27\|169226;2026-04-10\|8.41\|0.84\|8.40\|8.64\|8.32\|153495;2026-04-13\|8.46\|0.59\|8.45\|8.54\|8.35\|132306;2026-04-14\|8.66\|2.36\|8.48\|8.68\|8.36\|229382;2026-04-15\|8.77\|1.27\|8.68\|9.12\|8.63\|277470;2026-04-16\|8.76\|-0.11\|8.78\|8.81\|8.58\|176018;2026-04-17\|8.76\|0.00\|8.76\|8.85\|8.58\|144235;2026-04-20\|8.80\|0.46\|8.68\|8.91\|8.64\|133815;2026-04-21\|8.72\|-0.91\|8.81\|8.81\|8.65\|88578;2026-04-22\|8.69\|-0.34\|8.68\|8.90\|8.64\|109079;2026-04-23\|8.53\|-1.84\|8.69\|8.86\|8.48\|128844;2026-04-24\|8.65\|1.41\|8.50\|8.72\|8.47\|111166;2026-04-27\|8.68\|0.35\|8.60\|8.80\|8.44\|132105;2026-04-28\|8.56\|-1.38\|8.66\|8.74\|8.49\|98231;2026-04-29\|8.96\|4.67\|8.52\|9.09\|8.50\|279142;2026-04-30\|9.51\|6.14\|8.92\|9.60\|8.92\|417013;2026-05-06\|9.57\|0.63\|9.60\|9.64\|9.39\|242290;2026-05-07\|9.53\|-0.42\|9.57\|9.69\|9.46\|191824;2026-05-08\|9.62\|0.94\|9.48\|9.74\|9.48\|149325;2026-05-11\|9.41\|-2.18\|9.61\|9.65\|9.24\|220682;2026-05-12\|9.07\|-3.61\|9.41\|9.41\|9.02\|170430;2026-05-13\|9.40\|3.64\|9.56\|9.70\|8.96\|330090;2026-05-14\|9.58\|1.91\|9.52\|9.97\|9.48\|391947;2026-05-15\|9.94\|3.76\|9.62\|10.15\|9.53\|393940;2026-05-18\|10.34\|4.02\|10.02\|10.75\|9.68\|676998;2026-05-19\|10.47\|1.26\|10.15\|10.74\|10.10\|437857;2026-05-20\|10.45\|-0.19\|10.46\|10.55\|10.10\|311930;2026-05-21\|10.03\|-4.02\|10.46\|10.69\|10.00\|345195;2026-05-22\|10.28\|2.49\|10.10\|10.55\|10.09\|348138;2026-05-25\|10.53\|2.43\|10.53\|10.65\|10.40\|336522;2026-05-26\|10.25\|-2.66\|10.50\|10.59\|10.13\|262361;2026-05-27\|9.84\|-4.00\|10.21\|10.46\|9.75\|275026;2026-05-28\|9.58\|-2.64\|9.73\|9.96\|9.36\|227537;2026-05-29\|9.46\|-1.25\|9.60\|10.08\|9.38\|275887;2026-06-01\|10.41\|10.04\|9.41\|10.41\|9.36\|318235;2026-06-02\|9.89\|-5.00\|10.47\|10.50\|9.77\|427346;2026-06-03\|10.49\|6.07\|9.90\|10.69\|9.75\|430352;2026-06-04\|10.64\|1.43\|10.45\|10.96\|10.40\|383285;2026-06-05\|10.76\|1.13\|10.63\|11.09\|10.52\|370677;2026-06-08\|10.30\|-4.28\|10.45\|10.82\|10.10\|347563;2026-06-09\|10.43\|1.26\|10.50\|10.67\|10.16\|292390;2026-06-10\|10.16\|-2.59\|10.65\|11.10\|10.15\|440509;2026-06-11\|9.98\|-1.77\|10.21\|10.35\|9.90\|288137;2026-06-12\|10.08\|1.00\|9.99\|10.50\|9.71\|404496;2026-06-15\|10.09\|0.10\|10.05\|10.26\|9.91\|275083;2026-06-16\|10.08\|-0.10\|10.00\|10.27\|9.81\|260678;2026-06-17\|9.50\|-5.75\|10.09\|10.29\|9.40\|366450;2026-06-18\|10.45\|10.00\|9.39\|10.45\|9.33\|345457;2026-06-22\|11.50\|10.05\|10.45\|11.50\|10.45\|911994;2026-06-23\|12.65\|10.00\|12.00\|12.65\|11.80\|1162505;2026-06-24\|13.48\|6.56\|12.31\|13.69\|11.60\|1142085;2026-06-25\|14.83\|10.01\|14.68\|14.83\|13.93\|780965;2026-06-26\|14.60\|-1.55\|14.21\|15.63\|14.20\|1143337;2026-06-29\|14.41\|-1.30\|14.91\|15.20\|13.73\|1111500;2026-06-30\|15.03\|4.30\|14.66\|15.39\|14.30\|599039;2026-07-01\|15.31\|1.86\|15.00\|15.99\|14.91\|589235;2026-07-02\|14.67\|-4.18\|14.85\|15.28\|14.40\|423122;2026-07-03\|14.20\|-3.20\|14.67\|14.80\|13.50\|522579;2026-07-06\|13.14\|-7.46\|14.32\|14.46\|12.92\|529336;2026-07-07\|12.35\|-6.01\|13.04\|13.25\|12.23\|343558;2026-07-08\|11.33\|-8.26\|12.36\|12.45\|11.25\|389138;2026-07-09\|11.56\|2.03\|11.39\|11.68\|10.53\|490788;2026-07-10\|10.97\|-5.10\|11.85\|11.91\|10.96\|344541;2026-07-13\|9.87\|-10.03\|10.87\|10.96\|9.87\|323226;2026-07-14\|10.03\|1.62\|9.72\|10.36\|9.70\|278102;2026-07-15\|9.13\|-8.97\|9.91\|10.10\|9.07\|446747;2026-07-16\|8.80\|-3.61\|9.07\|9.33\|8.74\|343494;2026-07-17\|8.13\|-7.61\|8.80\|8.82\|8.06\|334549;2026-07-20\|7.34\|-9.72\|8.29\|8.32\|7.32\|447754;2026-07-21\|8.07\|9.95\|7.37\|8.07\|6.69\|492770;2026-07-22\|7.53\|-6.69\|8.18\|8.36\|7.41\|540288;2026-07-23\|7.61\|1.06\|7.53\|7.69\|7.43\|271119;2026-07-24\|7.37\|-3.15\|7.55\|7.59\|7.36\|222869
12411	广期所碳酸锂主力合约突破16万元/吨	津巴布韦锂矿禁令+锂矿行业原因：兴业证券指出，下游电芯需求仍维持在较高水平。同时供给端江西锂矿换证扰动不断，供给隐忧仍存，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月26日财闻报道，3月23日晚间津巴布韦禁止锂精矿外运消息升级，供给扰动推动锂矿板块整体走高。 3、据2025年8月23日半年报，公司掌控阿根廷、马里等多处优质锂矿资源，2025年锂资源自给率预计超50%，成本优势显著。	全球最大的金属锂生产商，全球第三大及中国最大的锂化合物生产商；公司固态电池研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节	2026-03-17\|68.49\|-2.99\|70.60\|71.33\|68.40\|308917;2026-03-18\|66.65\|-2.69\|68.49\|68.77\|65.54\|379439;2026-03-19\|63.44\|-4.82\|65.45\|66.40\|63.13\|442127;2026-03-20\|67.43\|6.29\|64.50\|69.78\|63.26\|879258;2026-03-23\|67.58\|0.22\|66.40\|69.99\|66.33\|717229;2026-03-24\|69.21\|2.41\|68.92\|69.55\|65.58\|602362;2026-03-25\|70.63\|2.05\|70.55\|71.38\|68.61\|633043;2026-03-26\|72.43\|2.55\|70.37\|73.77\|70.01\|766407;2026-03-27\|79.67\|10.00\|71.49\|79.67\|71.49\|1312133;2026-03-30\|80.15\|0.60\|81.00\|81.50\|78.00\|1175709;2026-03-31\|78.38\|-2.21\|79.70\|81.00\|77.75\|809256;2026-04-01\|77.31\|-1.37\|79.10\|79.44\|76.36\|689439;2026-04-02\|79.93\|3.39\|77.30\|81.77\|76.30\|908779;2026-04-03\|79.75\|-0.23\|79.94\|82.19\|78.80\|620371;2026-04-07\|78.96\|-0.99\|80.00\|81.16\|78.20\|486450;2026-04-08\|82.01\|3.86\|77.82\|82.81\|77.51\|811550;2026-04-09\|81.01\|-1.22\|82.30\|83.78\|79.90\|651947;2026-04-10\|83.98\|3.67\|81.74\|86.99\|81.25\|1045334;2026-04-13\|84.38\|0.48\|83.84\|86.30\|83.01\|1010330;2026-04-14\|88.28\|4.62\|84.99\|88.48\|83.61\|915730;2026-04-15\|82.17\|-6.92\|87.50\|87.80\|81.84\|1148561;2026-04-16\|85.60\|4.17\|83.33\|86.70\|82.36\|853823;2026-04-17\|84.06\|-1.80\|85.46\|87.98\|83.25\|920809;2026-04-20\|82.71\|-1.61\|83.59\|84.21\|81.38\|646663;2026-04-21\|83.36\|0.79\|83.80\|85.74\|81.61\|786631;2026-04-22\|82.22\|-1.37\|81.85\|83.41\|81.52\|625380;2026-04-23\|79.88\|-2.85\|82.25\|82.50\|79.00\|633779;2026-04-24\|84.99\|6.40\|79.95\|86.26\|79.87\|970755;2026-04-27\|84.11\|-1.04\|84.00\|86.46\|83.50\|675071;2026-04-28\|82.10\|-2.39\|84.12\|84.61\|81.18\|482094;2026-04-29\|86.90\|5.85\|81.81\|87.15\|80.84\|848991;2026-04-30\|88.68\|2.05\|87.00\|91.19\|86.90\|1075419;2026-05-06\|91.45\|3.12\|90.35\|91.67\|87.50\|903407;2026-05-07\|88.00\|-3.77\|90.75\|90.75\|86.58\|888511;2026-05-08\|84.77\|-3.67\|87.95\|89.95\|84.68\|803053;2026-05-11\|85.18\|0.48\|86.00\|87.65\|84.13\|618656;2026-05-12\|83.65\|-1.80\|85.84\|86.02\|82.88\|525290;2026-05-13\|82.99\|-0.79\|83.66\|84.30\|81.58\|586696;2026-05-14\|79.98\|-3.63\|82.33\|83.31\|79.67\|653995;2026-05-15\|78.06\|-2.40\|79.00\|80.45\|78.00\|557790;2026-05-18\|79.38\|1.69\|78.06\|80.88\|77.50\|495011;2026-05-19\|76.07\|-4.17\|78.40\|78.40\|74.50\|622791;2026-05-20\|77.17\|1.45\|74.69\|78.13\|74.00\|669172;2026-05-21\|75.33\|-2.38\|77.61\|78.95\|75.18\|580290;2026-05-22\|75.90\|0.76\|75.36\|76.45\|74.14\|358370;2026-05-25\|75.10\|-1.05\|76.50\|76.66\|74.62\|404952;2026-05-26\|75.00\|-0.13\|74.51\|75.76\|72.78\|456863;2026-05-27\|73.30\|-2.27\|75.25\|77.00\|73.08\|491851;2026-05-28\|72.80\|-0.68\|73.90\|74.87\|70.50\|520056;2026-05-29\|71.48\|-1.81\|72.81\|74.15\|71.13\|447034;2026-06-01\|69.86\|-2.27\|71.48\|72.77\|69.80\|424394;2026-06-02\|68.98\|-1.26\|70.58\|70.60\|66.96\|495656;2026-06-03\|68.79\|-0.28\|68.34\|69.59\|67.58\|377236;2026-06-04\|66.79\|-2.91\|68.00\|68.27\|66.57\|420439;2026-06-05\|65.65\|-1.71\|66.79\|68.05\|64.68\|561627;2026-06-08\|62.76\|-4.40\|64.49\|66.15\|61.18\|505435;2026-06-09\|67.94\|8.25\|63.73\|68.90\|62.76\|718881;2026-06-10\|67.60\|-0.50\|68.50\|70.55\|66.80\|738385;2026-06-11\|69.94\|3.46\|67.60\|71.87\|67.00\|877108;2026-06-12\|71.16\|1.74\|69.43\|72.50\|69.08\|822480;2026-06-15\|71.32\|0.22\|72.05\|72.90\|69.99\|791511;2026-06-16\|71.45\|0.18\|70.51\|72.48\|69.04\|635312;2026-06-17\|71.32\|-0.18\|71.60\|73.48\|70.79\|585440;2026-06-18\|69.36\|-2.75\|70.50\|71.66\|68.82\|626659;2026-06-22\|72.05\|3.88\|66.50\|72.20\|66.31\|817831;2026-06-23\|68.00\|-5.62\|72.70\|72.76\|67.77\|603030;2026-06-24\|71.62\|5.32\|67.96\|72.30\|66.76\|745469;2026-06-25\|68.36\|-4.55\|71.00\|72.19\|68.04\|662428;2026-06-26\|63.38\|-7.29\|68.30\|68.80\|63.30\|629032;2026-06-29\|64.07\|1.09\|63.00\|64.75\|61.70\|522232;2026-06-30\|65.40\|2.08\|64.08\|67.19\|63.56\|508657;2026-07-01\|65.92\|0.80\|66.00\|66.72\|63.10\|610760;2026-07-02\|63.99\|-2.93\|65.45\|66.19\|63.88\|399261;2026-07-03\|62.97\|-1.59\|64.90\|65.00\|62.91\|404447;2026-07-06\|62.83\|-0.22\|63.19\|65.90\|62.48\|570545;2026-07-07\|61.44\|-2.21\|63.88\|64.17\|61.25\|457968;2026-07-08\|56.17\|-8.58\|60.57\|61.12\|56.03\|694985;2026-07-09\|55.99\|-0.32\|56.00\|56.96\|53.26\|717103;2026-07-10\|53.63\|-4.21\|55.98\|55.98\|53.61\|563887;2026-07-13\|51.13\|-4.66\|53.47\|53.47\|50.35\|506173;2026-07-14\|52.55\|2.78\|51.38\|52.67\|50.20\|410356;2026-07-15\|51.50\|-1.72\|52.99\|53.47\|51.33\|395263;2026-07-16\|49.97\|-2.97\|50.60\|52.49\|49.44\|672465;2026-07-17\|48.48\|-2.98\|50.04\|50.88\|48.33\|502832;2026-07-20\|46.11\|-4.89\|48.23\|48.47\|45.30\|615237;2026-07-21\|47.69\|3.43\|45.85\|47.81\|45.19\|507371;2026-07-22\|47.43\|-0.55\|47.40\|48.54\|46.95\|428061;2026-07-23\|51.19\|7.93\|47.92\|51.23\|47.55\|851533;2026-07-24\|49.03\|-4.22\|50.00\|51.10\|49.00\|512511
12410	广期所碳酸锂主力合约突破16万元/吨	锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力	2026-03-17\|10.63\|-2.48\|11.00\|11.05\|10.61\|115466;2026-03-18\|10.59\|-0.38\|10.62\|10.65\|10.39\|96704;2026-03-19\|10.12\|-4.44\|10.48\|10.48\|10.06\|172097;2026-03-20\|9.97\|-1.48\|10.12\|10.44\|9.85\|198634;2026-03-23\|10.13\|1.60\|9.70\|10.64\|9.55\|296504;2026-03-24\|10.33\|1.97\|10.34\|10.48\|9.95\|174192;2026-03-25\|10.56\|2.23\|10.41\|10.58\|10.23\|186003;2026-03-26\|10.65\|0.85\|10.43\|10.87\|10.43\|200909;2026-03-27\|11.72\|10.05\|10.46\|11.72\|10.41\|477238;2026-03-30\|11.63\|-0.77\|11.85\|11.88\|11.48\|474368;2026-03-31\|11.29\|-2.92\|11.49\|11.64\|11.28\|302465;2026-04-01\|11.17\|-1.06\|11.47\|11.59\|11.09\|213786;2026-04-02\|11.42\|2.24\|11.15\|11.67\|10.89\|422603;2026-04-03\|10.90\|-4.55\|11.37\|11.57\|10.74\|277481;2026-04-07\|11.36\|4.22\|11.16\|11.66\|11.05\|304610;2026-04-08\|11.59\|2.02\|11.50\|11.60\|11.24\|339636;2026-04-09\|11.74\|1.29\|11.59\|11.93\|11.25\|434437;2026-04-10\|11.80\|0.51\|11.76\|12.06\|11.66\|431265;2026-04-13\|11.94\|1.19\|11.80\|12.04\|11.56\|427711;2026-04-14\|12.76\|6.87\|12.00\|13.10\|11.84\|737914;2026-04-15\|12.05\|-5.56\|12.80\|12.86\|12.02\|491871;2026-04-16\|12.97\|7.63\|12.05\|13.26\|12.05\|893141;2026-04-17\|12.85\|-0.93\|13.09\|13.49\|12.80\|672188;2026-04-20\|12.70\|-1.17\|12.85\|13.20\|12.61\|383599;2026-04-21\|13.48\|6.14\|12.85\|13.97\|12.42\|894819;2026-04-22\|13.35\|-0.96\|13.38\|14.00\|13.24\|625835;2026-04-23\|13.52\|1.27\|13.25\|13.92\|12.79\|593888;2026-04-24\|14.35\|6.14\|13.35\|14.71\|13.30\|719738;2026-04-27\|14.57\|1.53\|14.36\|14.66\|14.00\|655421;2026-04-28\|16.03\|10.02\|15.50\|16.03\|15.38\|552466;2026-04-29\|17.63\|9.98\|15.92\|17.63\|15.73\|615455;2026-04-30\|19.39\|9.98\|19.39\|19.39\|19.39\|86903;2026-05-06\|21.33\|10.01\|21.33\|21.33\|21.33\|76378;2026-05-07\|22.58\|5.86\|23.35\|23.46\|21.00\|1656714;2026-05-08\|23.99\|6.24\|22.97\|24.84\|22.90\|1469766;2026-05-11\|24.56\|2.38\|23.00\|25.52\|23.00\|1333453;2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998;2026-07-13\|14.99\|-7.58\|15.98\|16.06\|14.85\|471419;2026-07-14\|15.39\|2.67\|14.98\|15.45\|14.63\|419700;2026-07-15\|14.26\|-7.34\|15.08\|15.31\|14.13\|511612;2026-07-16\|13.69\|-4.00\|14.00\|14.30\|13.57\|458676;2026-07-17\|12.88\|-5.92\|13.70\|13.97\|12.81\|437454;2026-07-20\|11.59\|-10.02\|13.10\|13.13\|11.59\|493872;2026-07-21\|12.34\|6.47\|11.76\|12.38\|10.69\|606901;2026-07-22\|12.47\|1.05\|12.28\|12.83\|12.20\|482616;2026-07-23\|13.72\|10.02\|12.59\|13.72\|12.56\|499867;2026-07-24\|13.55\|-1.24\|13.60\|14.21\|13.31\|914278
12409	广期所碳酸锂主力合约突破16万元/吨	电解液龙头+固态电池+比亚迪大单行业原因： 1、据财闻，4月14日，海关总署公布一季度我国锂电池出口额同比增长50.4%；乘联分会披露同期新能源汽车出口95.4万辆、同比激增120%，外需高增强化产业链景气。 2、东方证券表示，中东地缘不确定因素有望进一步提振海外对能源安全的诉求及储能需求，而中资厂商正凭借磷酸铁锂路线的成本优势持续扩大全球市占率。公司原因： 1、据2026年1月26日公告，公司与比亚迪锂电池签署三年期协议，每年以管输方式向湖北项目供应不少于10万吨电解液溶剂，锁定核心客户需求。 2、据2025年6月25日投资者关系活动记录表，公司在固态电池电解质等前沿技术方向已开展系统性研究，部分实验室成果处于实验室阶段，后续产业化需视技术成熟度及市场需求而定。 3、据2024年年度报告，公司是全球锂离子电池电解液溶剂龙头，碳酸酯溶剂及添加剂产品服务特斯拉、宁德时代等头部客户，并依托山东东营、江苏连云港、湖北宜昌三大基地构建供应链体系。	全球拥有EC 30万吨产能，固态电池相关材料已作为公司重要战略布局之一，布局的产品主要涉及氧化物固态电解质，凝胶电解质单体以及固态电解质高纯硫化锂等产品，部分产品已经推进到中试验证阶段	2026-03-17\|65.39\|-5.09\|67.66\|68.88\|63.72\|186091;2026-03-18\|63.08\|-3.53\|65.00\|65.77\|61.50\|146581;2026-03-19\|59.54\|-5.61\|63.60\|64.00\|59.22\|123398;2026-03-20\|63.76\|7.09\|60.40\|68.66\|60.02\|255337;2026-03-23\|66.03\|3.56\|61.00\|68.85\|61.00\|215611;2026-03-24\|70.75\|7.15\|67.19\|72.86\|66.03\|202982;2026-03-25\|69.01\|-2.46\|70.74\|70.75\|66.58\|218329;2026-03-26\|80.24\|16.27\|69.00\|82.81\|69.00\|327526;2026-03-27\|96.29\|20.00\|80.01\|96.29\|78.09\|307922;2026-03-30\|99.18\|3.00\|98.11\|101.37\|94.36\|303951;2026-03-31\|93.30\|-5.93\|98.00\|98.68\|92.28\|223212;2026-04-01\|91.01\|-2.45\|91.81\|98.00\|88.08\|254015;2026-04-02\|88.68\|-2.56\|89.00\|93.25\|88.00\|197479;2026-04-03\|85.68\|-3.38\|89.17\|90.09\|82.00\|178915;2026-04-07\|85.96\|0.33\|87.64\|88.16\|83.84\|138104;2026-04-08\|81.69\|-4.97\|85.01\|85.94\|81.30\|182236;2026-04-09\|81.42\|-0.33\|82.63\|84.30\|77.39\|198484;2026-04-10\|85.49\|5.00\|81.08\|89.00\|80.41\|299128;2026-04-13\|89.05\|4.16\|85.49\|91.95\|81.80\|329094;2026-04-14\|106.86\|20.00\|88.20\|106.86\|86.60\|332446;2026-04-15\|93.32\|-12.67\|102.00\|103.40\|92.86\|314747;2026-04-16\|92.95\|-0.40\|93.00\|96.52\|90.61\|246777;2026-04-17\|92.60\|-0.38\|90.62\|95.76\|90.04\|187530;2026-04-20\|91.50\|-1.19\|91.01\|93.27\|89.80\|163895;2026-04-21\|97.95\|7.05\|92.00\|99.97\|89.29\|247816;2026-04-22\|98.13\|0.18\|95.00\|100.88\|93.58\|192571;2026-04-23\|83.76\|-14.64\|89.50\|91.66\|83.00\|256725;2026-04-24\|84.35\|0.70\|81.00\|87.54\|79.41\|188591;2026-04-27\|85.89\|1.83\|82.66\|87.53\|82.14\|146780;2026-04-28\|81.00\|-5.69\|84.80\|84.80\|79.99\|143963;2026-04-29\|90.80\|12.10\|80.40\|94.31\|79.81\|269611;2026-04-30\|84.83\|-6.57\|89.56\|91.88\|84.66\|218063;2026-05-06\|91.71\|8.11\|86.51\|92.77\|85.36\|217563;2026-05-07\|88.20\|-3.83\|92.89\|93.59\|87.56\|228484;2026-05-08\|83.42\|-5.42\|88.00\|90.66\|83.14\|204378;2026-05-11\|85.09\|2.00\|83.16\|85.52\|82.60\|156200;2026-05-12\|84.96\|-0.15\|84.73\|85.30\|81.76\|133582;2026-05-13\|83.96\|-1.18\|83.55\|84.68\|82.56\|113599;2026-05-14\|80.81\|-3.75\|83.70\|85.68\|80.81\|103215;2026-05-15\|81.95\|1.41\|80.01\|83.98\|80.01\|104961;2026-05-18\|79.49\|-3.00\|79.90\|81.32\|76.60\|99486;2026-05-19\|75.20\|-5.40\|78.97\|79.40\|74.88\|128770;2026-05-20\|76.89\|2.25\|74.84\|78.96\|73.30\|126493;2026-05-21\|74.05\|-3.69\|76.27\|78.26\|73.61\|103199;2026-05-22\|74.66\|0.82\|74.31\|75.22\|72.28\|78850;2026-05-25\|70.82\|-5.14\|73.56\|74.37\|69.99\|128119;2026-05-26\|71.63\|1.14\|70.11\|73.35\|70.11\|97298;2026-05-27\|70.91\|-1.01\|71.45\|73.10\|70.17\|73919;2026-05-28\|70.02\|-1.26\|70.57\|72.30\|68.25\|80900;2026-05-29\|70.86\|1.20\|70.00\|72.56\|68.61\|102307;2026-06-01\|72.05\|1.68\|71.27\|74.22\|71.00\|109141;2026-06-02\|69.75\|-3.19\|71.20\|71.95\|68.28\|86309;2026-06-03\|69.21\|-0.77\|69.00\|70.32\|68.52\|71640;2026-06-04\|67.00\|-3.19\|68.70\|68.90\|66.78\|83693;2026-06-05\|65.33\|-2.49\|67.00\|67.79\|64.97\|104191;2026-06-08\|62.60\|-4.18\|63.36\|65.99\|61.35\|76735;2026-06-09\|64.40\|2.88\|63.95\|65.30\|61.80\|73077;2026-06-10\|63.07\|-2.07\|63.85\|65.97\|62.35\|65611;2026-06-11\|63.94\|1.38\|62.39\|65.86\|61.60\|93934;2026-06-12\|68.52\|7.16\|63.60\|70.93\|63.15\|174922;2026-06-15\|73.60\|7.41\|69.71\|73.77\|68.20\|201954;2026-06-16\|75.06\|1.98\|75.07\|77.43\|71.28\|198595;2026-06-17\|78.90\|5.12\|75.70\|79.99\|74.10\|212354;2026-06-18\|76.11\|-3.54\|78.50\|82.36\|74.60\|193547;2026-06-22\|80.84\|6.21\|76.88\|81.95\|73.50\|216147;2026-06-23\|83.59\|3.40\|80.78\|87.22\|80.71\|218519;2026-06-24\|85.81\|2.66\|87.85\|91.38\|81.95\|250987;2026-06-25\|89.77\|4.61\|82.92\|90.89\|82.92\|245908;2026-06-26\|78.96\|-12.04\|87.30\|88.30\|78.61\|224810;2026-06-29\|78.66\|-0.38\|77.86\|80.73\|76.60\|142922;2026-06-30\|79.73\|1.36\|77.00\|80.97\|74.43\|142758;2026-07-01\|81.16\|1.79\|80.45\|83.59\|77.15\|163618;2026-07-02\|80.35\|-1.00\|79.81\|83.57\|79.17\|132992;2026-07-03\|75.10\|-6.53\|79.80\|80.50\|75.02\|125508;2026-07-06\|69.81\|-7.04\|75.00\|76.31\|69.63\|124907;2026-07-07\|69.23\|-0.83\|70.74\|74.98\|68.50\|102850;2026-07-08\|64.65\|-6.62\|69.23\|69.59\|64.41\|97839;2026-07-09\|63.76\|-1.38\|64.60\|64.98\|60.80\|100079;2026-07-10\|61.04\|-4.27\|63.68\|64.29\|61.02\|84800;2026-07-13\|56.22\|-7.90\|59.82\|61.17\|55.88\|97892;2026-07-14\|58.02\|3.20\|56.23\|58.17\|55.29\|73092;2026-07-15\|56.21\|-3.12\|57.99\|58.66\|55.80\|58939;2026-07-16\|56.22\|0.02\|55.68\|59.21\|54.77\|124362;2026-07-17\|52.97\|-5.78\|56.61\|57.47\|52.81\|91593;2026-07-20\|49.85\|-5.89\|54.26\|54.36\|48.51\|91986;2026-07-21\|52.35\|5.01\|49.99\|52.38\|46.03\|99375;2026-07-22\|52.24\|-0.21\|52.94\|54.66\|51.50\|94409;2026-07-23\|62.69\|20.00\|52.51\|62.69\|52.10\|201670;2026-07-24\|63.76\|1.71\|61.66\|66.56\|61.00\|231375
12408	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
12407	广期所碳酸锂主力合约突破16万元/吨	磷酸铁锂+一季报增长+国企行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年6月5日互动易，公司锂电产品业务2026年一季度持续向好，主要受益于碳酸锂价格上涨带来的库存收益及降本增效效应；据2026年4月30日公告，公司2026年一季度归母净利润7656.79万元，同比增长573.52%。 2、据2026年6月5日互动易，天程锂电年产10万吨锂电正极材料项目二期5万吨产线已正式启动建设工作；据2026年4月17日机构调研，公司磷酸铁锂正极材料目前处于满产满销状态，第五代高压实产品已通过下游客户中试测试。 3、据2025年年报及2026年6月3日募集说明书，公司以氯碱化工为基础，高质量、规模化推动“氯－钛－磷－铁－锂”一体化循环经济发展，控股股东为宜宾发展控股集团，实控人为宜宾市国资委。	西南最大的氯碱化工企业；公司重点发展以锂电池正极材料为核心产品的新能源产业	2026-03-17\|6.20\|-1.12\|6.27\|6.55\|6.19\|472601;2026-03-18\|6.13\|-1.13\|6.21\|6.23\|6.05\|331704;2026-03-19\|5.85\|-4.57\|6.17\|6.18\|5.82\|456209;2026-03-20\|5.66\|-3.25\|5.85\|5.88\|5.64\|326583;2026-03-23\|5.48\|-3.18\|5.56\|5.77\|5.44\|389930;2026-03-24\|5.56\|1.46\|5.57\|5.60\|5.36\|330559;2026-03-25\|5.71\|2.70\|5.57\|5.74\|5.54\|296544;2026-03-26\|5.74\|0.53\|5.71\|5.88\|5.65\|299828;2026-03-27\|6.31\|9.93\|5.61\|6.31\|5.60\|773349;2026-03-30\|6.11\|-3.17\|6.11\|6.25\|6.00\|1042768;2026-03-31\|5.98\|-2.13\|6.09\|6.30\|5.94\|650617;2026-04-01\|5.89\|-1.50\|6.10\|6.12\|5.86\|497001;2026-04-02\|6.06\|2.89\|5.86\|6.23\|5.86\|800448;2026-04-03\|5.65\|-6.77\|6.03\|6.08\|5.63\|613393;2026-04-07\|6.08\|7.61\|5.70\|6.19\|5.66\|801429;2026-04-08\|6.14\|0.99\|6.02\|6.16\|5.90\|588355;2026-04-09\|6.09\|-0.81\|6.10\|6.17\|6.05\|427195;2026-04-10\|6.17\|1.31\|6.10\|6.21\|6.02\|535378;2026-04-13\|6.18\|0.16\|6.14\|6.22\|6.08\|371211;2026-04-14\|6.38\|3.24\|6.23\|6.38\|6.18\|556983;2026-04-15\|6.17\|-3.29\|6.36\|6.36\|6.14\|455963;2026-04-16\|6.27\|1.62\|6.19\|6.33\|6.12\|389108;2026-04-17\|6.44\|2.71\|6.27\|6.50\|6.26\|615364;2026-04-20\|6.54\|1.55\|6.47\|6.72\|6.44\|507780;2026-04-21\|6.49\|-0.76\|6.53\|6.56\|6.34\|403979;2026-04-22\|6.60\|1.69\|6.46\|6.65\|6.45\|512002;2026-04-23\|6.62\|0.30\|6.57\|6.88\|6.48\|647891;2026-04-24\|6.84\|3.32\|6.58\|6.91\|6.56\|867235;2026-04-27\|6.80\|-0.58\|6.74\|6.95\|6.72\|662911;2026-04-28\|6.95\|2.21\|6.81\|7.05\|6.80\|796322;2026-04-29\|7.28\|4.75\|6.89\|7.34\|6.68\|1027900;2026-04-30\|6.99\|-3.98\|7.21\|7.44\|6.94\|1110591;2026-05-06\|6.87\|-1.72\|7.00\|7.04\|6.83\|724223;2026-05-07\|6.70\|-2.47\|6.85\|6.87\|6.57\|787938;2026-05-08\|6.68\|-0.30\|6.68\|6.82\|6.61\|512307;2026-05-11\|6.52\|-2.40\|6.69\|6.73\|6.48\|594346;2026-05-12\|6.57\|0.77\|6.56\|6.69\|6.51\|490804;2026-05-13\|6.47\|-1.52\|6.51\|6.54\|6.43\|385477;2026-05-14\|6.43\|-0.62\|6.46\|6.54\|6.39\|326436;2026-05-15\|6.46\|0.47\|6.41\|6.53\|6.41\|275042;2026-05-18\|6.58\|1.86\|6.50\|6.59\|6.31\|354880;2026-05-19\|6.48\|-1.52\|6.60\|6.61\|6.36\|297746;2026-05-20\|6.30\|-2.78\|6.45\|6.45\|6.20\|307359;2026-05-21\|6.07\|-3.65\|6.31\|6.43\|6.04\|305849;2026-05-22\|6.20\|2.14\|6.10\|6.20\|6.02\|215236;2026-05-25\|5.94\|-4.19\|6.15\|6.19\|5.88\|384401;2026-05-26\|5.96\|0.34\|5.94\|5.97\|5.77\|270734;2026-05-27\|5.76\|-3.36\|5.95\|5.95\|5.72\|209834;2026-05-28\|5.74\|-0.35\|5.78\|5.82\|5.64\|170825;2026-05-29\|5.68\|-1.05\|5.75\|5.77\|5.64\|187149;2026-06-01\|5.91\|4.05\|5.67\|5.93\|5.65\|243477;2026-06-02\|5.90\|-0.17\|5.93\|5.93\|5.77\|162769;2026-06-03\|5.92\|0.34\|5.90\|5.98\|5.87\|172971;2026-06-04\|5.75\|-2.87\|5.91\|5.91\|5.70\|195870;2026-06-05\|5.78\|0.52\|5.75\|5.79\|5.65\|160694;2026-06-08\|5.52\|-4.50\|5.70\|5.77\|5.50\|208223;2026-06-09\|5.54\|0.36\|5.56\|5.59\|5.44\|166304;2026-06-10\|5.64\|1.81\|5.51\|5.70\|5.43\|218394;2026-06-11\|5.69\|0.89\|5.61\|5.72\|5.56\|193624;2026-06-12\|5.81\|2.11\|5.73\|5.90\|5.60\|284922;2026-06-15\|5.85\|0.69\|5.85\|5.91\|5.77\|216485;2026-06-16\|5.88\|0.51\|5.85\|5.92\|5.79\|173801;2026-06-17\|5.64\|-4.08\|5.87\|5.89\|5.61\|251935;2026-06-18\|5.51\|-2.31\|5.62\|5.62\|5.46\|206735;2026-06-22\|6.06\|9.98\|5.51\|6.06\|5.51\|512610;2026-06-23\|6.03\|-0.49\|6.05\|6.20\|6.00\|578264;2026-06-24\|6.09\|0.99\|5.99\|6.10\|5.92\|356728;2026-06-25\|6.15\|0.99\|6.06\|6.24\|6.03\|430428;2026-06-26\|5.91\|-3.90\|6.12\|6.25\|5.87\|400635;2026-06-29\|6.10\|3.21\|5.85\|6.10\|5.76\|338950;2026-06-30\|6.20\|1.64\|6.14\|6.22\|6.00\|332034;2026-07-01\|6.37\|2.74\|6.20\|6.39\|6.14\|442015;2026-07-02\|6.34\|-0.47\|6.25\|6.45\|6.21\|380088;2026-07-03\|6.22\|-1.89\|6.36\|6.38\|6.15\|308630;2026-07-06\|6.05\|-2.73\|6.19\|6.29\|5.98\|327906;2026-07-07\|6.16\|1.82\|6.01\|6.16\|5.93\|241841;2026-07-08\|5.89\|-4.38\|6.10\|6.13\|5.88\|244451;2026-07-09\|5.62\|-4.58\|5.86\|5.91\|5.51\|316694;2026-07-10\|5.65\|0.53\|5.60\|5.68\|5.48\|189158;2026-07-13\|5.54\|-1.95\|5.60\|5.60\|5.40\|195762;2026-07-14\|5.79\|4.51\|5.73\|5.94\|5.70\|397719;2026-07-15\|5.88\|1.55\|5.74\|5.91\|5.64\|282395;2026-07-16\|5.77\|-1.87\|5.79\|5.87\|5.75\|180186;2026-07-17\|5.79\|0.35\|5.73\|5.88\|5.68\|244423;2026-07-20\|5.64\|-2.59\|5.80\|5.82\|5.61\|212430;2026-07-21\|5.69\|0.89\|5.63\|5.69\|5.47\|198054;2026-07-22\|5.55\|-2.46\|5.66\|5.66\|5.53\|148768;2026-07-23\|5.73\|3.24\|5.55\|5.74\|5.54\|172661;2026-07-24\|5.55\|-3.14\|5.69\|5.73\|5.55\|145464
12406	广期所碳酸锂主力合约突破16万元/吨	环氧丙烷+化工新材料+电解液溶剂行业原因：据证券时报网3月24日报道，霍尔木兹海峡通航受限推升原油及丙烯价格，环氧丙烷厂家被动上调报价。公司原因： 1、据2025年4月17日年度报告，25万吨/年电解液溶剂项目已建设完成并即将投入使用，公司“丙烷—丙烯—环氧丙烷—电解液溶剂”新能源产业链即将实现全链条贯通。 2、据2025年4月17日年度报告，公司30万吨/年环氧丙烷装置已于2024年9月底建成投产。 3、据2024年年度报告，公司主营化工新材料及新能源产品，拥有70万吨/年苯酚丙酮、24万吨/年双酚A、13万吨/年聚碳酸酯等装置，形成完整聚碳酸酯产业链。	国内最大的苯酚、丙酮生产企业；公司25万吨/年电解液溶剂装置已建设完成，正在分段投料试运行，投产后将形成“丙烷—丙烯—环氧丙烷—电解液溶剂”新能源产业链	2026-03-17\|16.95\|-2.02\|17.25\|17.56\|16.90\|65498;2026-03-18\|16.87\|-0.47\|16.89\|16.95\|16.66\|36017;2026-03-19\|16.00\|-5.16\|16.96\|16.96\|15.89\|81596;2026-03-20\|15.56\|-2.75\|16.00\|16.29\|15.54\|63656;2026-03-23\|15.10\|-2.96\|15.48\|15.70\|15.00\|78682;2026-03-24\|15.28\|1.19\|15.36\|15.41\|14.85\|52126;2026-03-25\|15.39\|0.72\|15.40\|15.48\|15.18\|58855;2026-03-26\|15.50\|0.71\|15.39\|15.78\|15.35\|68701;2026-03-27\|17.05\|10.00\|15.42\|17.05\|15.35\|117906;2026-03-30\|18.76\|10.03\|17.88\|18.76\|17.86\|338219;2026-03-31\|17.34\|-7.57\|18.74\|18.79\|17.31\|272869;2026-04-01\|17.30\|-0.23\|17.50\|17.75\|17.24\|118503;2026-04-02\|17.11\|-1.10\|17.50\|17.65\|16.93\|96375;2026-04-03\|16.45\|-3.86\|17.30\|17.35\|16.21\|88998;2026-04-07\|18.10\|10.03\|16.36\|18.10\|16.25\|96660;2026-04-08\|18.44\|1.88\|17.83\|18.88\|17.65\|197121;2026-04-09\|18.00\|-2.39\|18.77\|19.52\|18.00\|110201;2026-04-10\|17.92\|-0.44\|18.23\|18.25\|17.85\|63941;2026-04-13\|18.43\|2.85\|17.96\|18.73\|17.77\|145063;2026-04-14\|18.60\|0.92\|18.58\|18.75\|18.16\|120588;2026-04-15\|18.71\|0.59\|18.60\|18.93\|18.25\|120886;2026-04-16\|18.37\|-1.82\|18.66\|18.69\|18.22\|85707;2026-04-17\|19.27\|4.90\|18.24\|19.69\|18.24\|153086;2026-04-20\|18.63\|-3.32\|19.17\|19.21\|18.38\|154665;2026-04-21\|18.56\|-0.38\|18.51\|19.10\|18.16\|89376;2026-04-22\|18.38\|-0.97\|18.54\|18.76\|18.35\|68809;2026-04-23\|18.76\|2.07\|18.60\|19.32\|18.45\|115212;2026-04-24\|19.03\|1.44\|18.60\|19.19\|18.60\|101449;2026-04-27\|19.20\|0.89\|19.22\|19.50\|18.97\|97550;2026-04-28\|19.62\|2.19\|19.05\|20.14\|19.03\|128047;2026-04-29\|19.80\|0.92\|19.23\|20.10\|19.23\|118818;2026-04-30\|19.41\|-1.97\|19.73\|19.81\|19.33\|86535;2026-05-06\|19.25\|-0.82\|19.42\|19.56\|19.04\|88153;2026-05-07\|18.61\|-3.32\|19.06\|19.19\|18.49\|105684;2026-05-08\|18.42\|-1.02\|18.82\|18.86\|18.26\|75532;2026-05-11\|18.93\|2.77\|18.42\|19.44\|18.35\|102415;2026-05-12\|18.67\|-1.37\|18.83\|19.23\|18.48\|66945;2026-05-13\|18.49\|-0.96\|18.70\|19.08\|18.34\|71513;2026-05-14\|18.55\|0.32\|18.40\|18.90\|18.31\|81933;2026-05-15\|18.45\|-0.54\|18.59\|19.00\|18.30\|71798;2026-05-18\|17.96\|-2.66\|18.30\|18.39\|17.70\|77182;2026-05-19\|17.85\|-0.61\|17.97\|18.00\|17.29\|79421;2026-05-20\|17.98\|0.73\|17.68\|18.14\|17.68\|43522;2026-05-21\|17.31\|-3.73\|17.97\|18.14\|17.28\|68843;2026-05-22\|17.32\|0.06\|17.42\|17.47\|17.00\|52191;2026-05-25\|17.01\|-1.79\|17.38\|17.52\|16.90\|49777;2026-05-26\|16.75\|-1.53\|16.99\|17.03\|16.52\|50953;2026-05-27\|16.35\|-2.39\|16.77\|16.83\|16.30\|50798;2026-05-28\|16.64\|1.77\|16.26\|16.66\|16.26\|43595;2026-05-29\|16.17\|-2.82\|16.52\|16.65\|16.00\|48295;2026-06-01\|16.49\|1.98\|16.23\|16.57\|16.22\|41862;2026-06-02\|16.21\|-1.70\|16.47\|16.54\|16.07\|38167;2026-06-03\|16.13\|-0.49\|16.22\|16.29\|16.00\|42129;2026-06-04\|15.55\|-3.60\|16.09\|16.14\|15.54\|44163;2026-06-05\|15.60\|0.65\|15.57\|15.84\|15.30\|42904;2026-06-08\|14.95\|-4.17\|15.31\|15.49\|14.81\|46097;2026-06-09\|15.05\|0.67\|15.17\|15.22\|14.70\|36912;2026-06-10\|15.46\|2.72\|15.03\|15.66\|14.97\|61019;2026-06-11\|15.20\|-1.68\|15.45\|15.60\|14.99\|43347;2026-06-12\|15.66\|3.03\|15.18\|15.80\|15.06\|53923;2026-06-15\|15.92\|1.66\|15.66\|16.25\|15.55\|51726;2026-06-16\|15.83\|-0.57\|15.98\|16.08\|15.70\|45760;2026-06-17\|15.60\|-1.45\|15.82\|15.82\|15.52\|38486;2026-06-18\|15.25\|-2.24\|15.55\|15.59\|15.20\|39929;2026-06-22\|15.75\|3.28\|15.25\|15.76\|14.93\|58277;2026-06-23\|16.46\|4.51\|16.21\|17.25\|16.21\|129411;2026-06-24\|16.43\|-0.18\|16.80\|17.30\|16.16\|121386;2026-06-25\|16.02\|-2.50\|16.31\|17.17\|15.99\|120922;2026-06-26\|15.37\|-4.06\|15.99\|16.23\|15.36\|97133;2026-06-29\|15.10\|-1.76\|15.77\|15.77\|14.78\|65184;2026-06-30\|14.72\|-2.52\|15.08\|15.08\|14.50\|65654;2026-07-01\|15.90\|8.02\|14.89\|16.17\|14.67\|100120;2026-07-02\|16.15\|1.57\|15.89\|16.53\|15.77\|77377;2026-07-03\|15.81\|-2.11\|16.23\|16.40\|15.50\|66111;2026-07-06\|15.52\|-1.83\|15.65\|16.05\|15.51\|52676;2026-07-07\|14.99\|-3.41\|15.48\|15.52\|14.96\|47162;2026-07-08\|14.69\|-2.00\|14.89\|14.99\|14.61\|50282;2026-07-09\|14.47\|-1.50\|14.78\|14.80\|14.06\|61672;2026-07-10\|14.57\|0.69\|14.40\|14.79\|14.13\|42109;2026-07-13\|14.61\|0.27\|14.60\|14.73\|14.35\|70772;2026-07-14\|14.25\|-2.46\|14.44\|14.60\|14.03\|52753;2026-07-15\|12.83\|-9.96\|13.30\|13.43\|12.83\|125101;2026-07-16\|12.57\|-2.03\|12.71\|12.86\|12.54\|63884;2026-07-17\|12.12\|-3.58\|12.64\|12.75\|12.01\|79823;2026-07-20\|11.87\|-2.06\|12.12\|12.33\|11.77\|68741;2026-07-21\|11.76\|-0.93\|11.86\|11.99\|11.33\|69823;2026-07-22\|11.65\|-0.94\|11.75\|11.83\|11.56\|36788;2026-07-23\|12.07\|3.61\|11.65\|12.08\|11.58\|44183;2026-07-24\|11.77\|-2.49\|12.00\|12.10\|11.72\|30405
12405	广期所碳酸锂主力合约突破16万元/吨	一季报大增+锂电+特钢行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月28日一季报，公司一季度营收24.29亿元、同比增长35.82%，归母净利润4.89亿元、同比增长155.48%。 2、据2026年4月28日年报，公司依托自有锂矿建成采矿—选矿—电池级碳酸锂一体化产业链，产品获多家锂电正极、电池及整车龙头长期订单。 3、据2026年4月28日年报，公司不锈钢棒线材国内市占率稳居前三，持续开发进口替代特钢材料，形成“特钢新材料+锂电新能源”双主业格局。	公司锂电新能源板块已建成涵盖采矿、选矿、碳酸锂加工三大业务在内的新能源产业链	2026-03-17\|65.84\|-2.59\|67.80\|68.79\|65.53\|137273;2026-03-18\|63.49\|-3.57\|66.29\|66.50\|62.52\|147632;2026-03-19\|58.22\|-8.30\|62.52\|62.65\|57.74\|252273;2026-03-20\|61.60\|5.81\|58.79\|64.04\|58.31\|272816;2026-03-23\|64.00\|3.90\|61.00\|65.75\|60.12\|303773;2026-03-24\|69.54\|8.66\|65.50\|70.04\|65.20\|302435;2026-03-25\|72.41\|4.13\|70.86\|73.02\|68.11\|228679;2026-03-26\|73.83\|1.96\|71.89\|75.80\|70.20\|227159;2026-03-27\|81.21\|10.00\|73.89\|81.21\|73.89\|227438;2026-03-30\|80.17\|-1.28\|81.50\|82.88\|78.50\|248810;2026-03-31\|74.82\|-6.67\|78.73\|78.98\|74.43\|227182;2026-04-01\|73.45\|-1.83\|74.70\|75.70\|72.99\|184904;2026-04-02\|73.88\|0.59\|74.45\|76.56\|71.50\|180450;2026-04-03\|72.59\|-1.75\|73.50\|74.94\|71.42\|126055;2026-04-07\|71.86\|-1.01\|72.51\|73.00\|70.93\|106373;2026-04-08\|71.86\|0.00\|71.04\|72.15\|70.04\|204264;2026-04-09\|70.25\|-2.24\|72.83\|72.84\|68.70\|163155;2026-04-10\|71.77\|2.16\|69.78\|74.99\|68.72\|205456;2026-04-13\|75.92\|5.78\|71.77\|77.54\|71.54\|247217;2026-04-14\|77.75\|2.41\|75.52\|77.80\|73.23\|193214;2026-04-15\|75.67\|-2.68\|77.52\|78.18\|75.00\|165400;2026-04-16\|78.90\|4.27\|77.00\|80.10\|75.90\|177190;2026-04-17\|74.83\|-5.16\|79.00\|81.65\|73.90\|262465;2026-04-20\|74.74\|-0.12\|75.48\|78.46\|73.70\|201803;2026-04-21\|73.86\|-1.18\|75.73\|75.99\|73.20\|170225;2026-04-22\|73.15\|-0.96\|73.01\|74.80\|72.38\|166302;2026-04-23\|71.10\|-2.80\|73.00\|74.99\|70.75\|191055;2026-04-24\|78.21\|10.00\|71.00\|78.21\|70.75\|224020;2026-04-27\|81.36\|4.03\|78.50\|82.30\|78.21\|226241;2026-04-28\|76.18\|-6.37\|77.70\|77.70\|73.50\|267993;2026-04-29\|83.80\|10.00\|76.22\|83.80\|76.22\|201033;2026-04-30\|87.24\|4.11\|85.75\|89.80\|85.35\|303962;2026-05-06\|88.39\|1.32\|87.48\|89.88\|85.00\|268053;2026-05-07\|82.94\|-6.17\|88.00\|88.66\|80.76\|346297;2026-05-08\|79.65\|-3.97\|82.40\|85.42\|79.49\|230605;2026-05-11\|79.63\|-0.03\|79.00\|81.46\|78.03\|226209;2026-05-12\|78.49\|-1.43\|80.00\|80.40\|76.26\|214338;2026-05-13\|75.90\|-3.30\|78.49\|79.10\|74.60\|274193;2026-05-14\|73.63\|-2.99\|75.50\|76.67\|73.58\|172666;2026-05-15\|72.64\|-1.34\|73.60\|75.33\|72.14\|185926;2026-05-18\|74.30\|2.29\|72.30\|75.51\|71.40\|195146;2026-05-19\|71.18\|-4.20\|73.00\|73.51\|69.20\|199044;2026-05-20\|71.45\|0.38\|69.98\|72.51\|68.57\|199150;2026-05-21\|67.85\|-5.04\|71.91\|72.35\|67.82\|149365;2026-05-22\|67.90\|0.07\|67.85\|68.20\|66.90\|125558;2026-05-25\|66.42\|-2.18\|68.17\|68.60\|65.93\|164911;2026-05-26\|66.72\|0.45\|66.03\|67.12\|64.01\|154591;2026-05-27\|64.15\|-3.85\|66.29\|67.88\|63.80\|140275;2026-05-28\|63.28\|-1.36\|64.55\|66.09\|61.40\|134110;2026-05-29\|62.46\|-0.68\|63.40\|64.64\|62.05\|161100;2026-06-01\|61.80\|-1.06\|62.61\|63.05\|61.31\|107111;2026-06-02\|60.69\|-1.80\|61.80\|61.86\|59.26\|112946;2026-06-03\|61.05\|0.59\|60.69\|61.97\|59.52\|108790;2026-06-04\|60.00\|-1.72\|60.56\|61.75\|59.44\|129007;2026-06-05\|58.95\|-1.75\|59.92\|60.60\|58.27\|145071;2026-06-08\|55.95\|-5.09\|57.87\|59.63\|54.82\|149522;2026-06-09\|60.54\|8.20\|56.50\|61.39\|55.88\|208889;2026-06-10\|59.88\|-1.09\|60.39\|63.56\|59.57\|234711;2026-06-11\|62.83\|4.93\|59.70\|64.84\|59.24\|302845;2026-06-12\|65.49\|4.23\|63.50\|67.02\|62.18\|282349;2026-06-15\|65.40\|-0.14\|66.99\|67.10\|62.80\|314905;2026-06-16\|62.85\|-3.90\|64.49\|64.64\|62.51\|228096;2026-06-17\|61.92\|-1.48\|62.84\|63.76\|61.65\|170298;2026-06-18\|61.15\|-1.24\|61.17\|62.60\|60.25\|153835;2026-06-22\|61.47\|0.52\|58.00\|61.77\|56.88\|257965;2026-06-23\|59.28\|-3.56\|60.86\|62.38\|58.88\|190009;2026-06-24\|64.21\|8.32\|59.00\|65.02\|57.52\|322081;2026-06-25\|60.48\|-5.81\|63.86\|64.86\|60.26\|220279;2026-06-26\|56.53\|-6.53\|60.41\|61.20\|56.30\|197795;2026-06-29\|56.56\|0.05\|56.68\|57.17\|53.91\|162885;2026-06-30\|56.64\|0.14\|56.00\|59.66\|55.12\|209552;2026-07-01\|58.89\|3.97\|56.65\|59.50\|54.00\|267186;2026-07-02\|62.45\|6.05\|58.62\|63.63\|57.33\|317425;2026-07-03\|60.27\|-3.49\|64.00\|64.60\|59.13\|302888;2026-07-06\|57.98\|-3.80\|60.00\|61.80\|57.85\|196419;2026-07-07\|58.83\|1.47\|57.63\|62.39\|57.63\|257720;2026-07-08\|53.24\|-9.50\|58.02\|58.50\|53.00\|255674;2026-07-09\|50.77\|-4.64\|53.14\|53.58\|48.70\|267498;2026-07-10\|48.26\|-4.94\|49.98\|50.66\|48.20\|212220;2026-07-13\|46.09\|-4.50\|48.00\|48.35\|45.98\|160229;2026-07-14\|46.15\|0.13\|46.19\|46.50\|44.75\|183505;2026-07-15\|44.90\|-2.71\|46.26\|46.50\|44.76\|149624;2026-07-16\|44.26\|-1.43\|44.37\|45.30\|43.95\|127623;2026-07-17\|42.54\|-3.89\|44.17\|44.95\|42.50\|150656;2026-07-20\|40.66\|-4.42\|42.56\|42.79\|39.83\|199825;2026-07-21\|41.90\|3.05\|40.67\|42.10\|39.50\|201156;2026-07-22\|43.24\|3.20\|41.41\|43.60\|41.35\|190961;2026-07-23\|45.88\|6.11\|43.40\|46.48\|43.08\|237465;2026-07-24\|44.90\|-2.14\|45.00\|46.67\|44.78\|151185
12404	广期所碳酸锂主力合约突破16万元/吨	锂矿+固态电池+一季报扭亏行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年6月18日互动易，公司正全力推动亚洲最大硬岩型单体锂矿木绒锂矿的开发建设，该矿已于2026年4月启动施工，建成后将实现锂矿资源的大幅度增量供给，生产成本预计保持行业较低水平。 2、据2026年6月3日机构调研，公司在固态电池关键材料领域积极布局，已规划新建2500吨金属锂产能，目前正推动项目进展，并持续加强与下游固态电池应用客户的合作。 3、据2026年4月30日一季报，公司实现营收32.84亿元，同比增长378.58%；归母净利润4.64亿元，同比扭亏为盈。	公司在阿根廷的SDLA盐湖项目年产能为2500吨碳酸锂当量，为在产项目，目前生产情况正常；除此之外，公司在阿根廷还投资了多个盐湖勘探项目，包括Pocitos、Arizaro盐湖项目等	2026-03-17\|38.65\|-0.97\|38.92\|39.87\|37.70\|265182;2026-03-18\|38.03\|-1.60\|38.63\|38.97\|36.82\|341309;2026-03-19\|35.51\|-6.63\|37.19\|37.48\|35.01\|509000;2026-03-20\|35.17\|-0.96\|35.66\|36.99\|34.88\|468699;2026-03-23\|35.45\|0.80\|33.93\|36.70\|33.58\|527614;2026-03-24\|35.95\|1.41\|36.00\|36.45\|34.01\|422659;2026-03-25\|36.15\|0.56\|36.60\|36.84\|35.06\|484918;2026-03-26\|38.39\|6.20\|35.81\|38.87\|35.70\|671452;2026-03-27\|42.23\|10.00\|38.50\|42.23\|38.22\|557384;2026-03-30\|42.08\|-0.36\|43.00\|44.00\|41.58\|796428;2026-03-31\|40.10\|-4.71\|41.33\|41.89\|39.70\|575287;2026-04-01\|39.43\|-1.67\|40.20\|40.77\|38.41\|435437;2026-04-02\|39.69\|0.66\|39.12\|41.11\|38.89\|493364;2026-04-03\|38.99\|-1.76\|39.69\|40.15\|37.54\|415203;2026-04-07\|38.80\|-0.49\|39.36\|39.50\|37.73\|307269;2026-04-08\|39.54\|1.91\|38.69\|39.70\|38.13\|482640;2026-04-09\|39.00\|-1.37\|40.05\|40.60\|38.33\|436652;2026-04-10\|40.78\|4.56\|39.20\|41.00\|38.97\|616983;2026-04-13\|44.86\|10.00\|41.99\|44.86\|41.99\|696917;2026-04-14\|48.48\|8.07\|46.01\|48.57\|45.32\|943757;2026-04-15\|46.27\|-4.56\|47.97\|48.00\|45.40\|695178;2026-04-16\|49.80\|7.63\|47.74\|50.90\|47.13\|867059;2026-04-17\|50.30\|1.00\|49.58\|51.47\|49.30\|760555;2026-04-20\|49.70\|-1.19\|50.13\|50.83\|49.04\|491895;2026-04-21\|48.45\|-2.52\|49.70\|50.15\|48.38\|568120;2026-04-22\|48.00\|-0.93\|47.94\|49.43\|47.40\|451816;2026-04-23\|46.30\|-3.54\|48.47\|48.47\|45.40\|482824;2026-04-24\|50.93\|10.00\|46.01\|50.93\|46.01\|650045;2026-04-27\|52.12\|2.34\|51.01\|53.36\|50.93\|635613;2026-04-28\|51.03\|-2.09\|52.23\|52.77\|50.06\|404861;2026-04-29\|54.63\|7.05\|50.11\|55.54\|49.80\|706490;2026-04-30\|60.09\|9.99\|55.26\|60.09\|55.26\|889360;2026-05-06\|62.14\|3.41\|60.76\|63.13\|58.90\|801019;2026-05-07\|59.60\|-4.09\|61.81\|62.00\|58.06\|750819;2026-05-08\|57.52\|-3.49\|59.40\|61.91\|57.15\|671107;2026-05-11\|57.81\|0.50\|58.66\|59.30\|56.80\|577303;2026-05-12\|56.89\|-1.59\|57.88\|58.36\|55.70\|514534;2026-05-13\|55.00\|-3.32\|57.00\|57.32\|54.16\|678804;2026-05-14\|52.81\|-3.98\|54.75\|55.27\|52.60\|505136;2026-05-15\|51.06\|-3.31\|52.70\|53.95\|50.66\|563056;2026-05-18\|51.45\|0.76\|51.00\|53.39\|50.00\|464393;2026-05-19\|48.82\|-5.11\|50.53\|50.60\|48.22\|547213;2026-05-20\|51.56\|5.61\|48.39\|52.90\|47.68\|723659;2026-05-21\|48.98\|-5.00\|50.80\|52.10\|48.82\|573865;2026-05-22\|49.11\|0.27\|48.79\|49.65\|47.67\|434792;2026-05-25\|48.51\|-1.22\|49.45\|50.20\|48.00\|436330;2026-05-26\|49.23\|1.48\|47.51\|50.43\|46.72\|534085;2026-05-27\|47.74\|-3.03\|49.18\|49.99\|47.35\|417433;2026-05-28\|47.16\|-1.21\|48.69\|49.60\|45.80\|422359;2026-05-29\|45.45\|-3.63\|47.48\|47.98\|45.20\|464159;2026-06-01\|43.76\|-3.72\|45.34\|45.85\|43.65\|474651;2026-06-02\|43.16\|-1.37\|43.83\|43.98\|41.60\|413387;2026-06-03\|43.81\|1.51\|42.70\|44.82\|42.25\|379003;2026-06-04\|42.49\|-3.01\|43.44\|43.65\|42.00\|313847;2026-06-05\|43.55\|2.49\|42.76\|44.89\|41.36\|519801;2026-06-08\|42.62\|-2.14\|43.00\|45.02\|41.56\|497506;2026-06-09\|46.88\|10.00\|43.51\|46.88\|42.70\|609148;2026-06-10\|47.70\|1.75\|47.70\|49.08\|47.10\|916410;2026-06-11\|50.98\|6.88\|47.70\|52.20\|46.53\|1024290;2026-06-12\|51.08\|0.20\|50.00\|54.05\|49.10\|1014912;2026-06-15\|51.63\|1.08\|51.10\|53.47\|49.15\|896591;2026-06-16\|48.81\|-5.46\|50.52\|50.55\|48.80\|839726;2026-06-17\|48.30\|-1.04\|48.81\|50.19\|47.87\|590618;2026-06-18\|45.74\|-5.30\|47.00\|49.08\|45.57\|810523;2026-06-22\|46.98\|2.71\|44.72\|47.01\|42.52\|952597;2026-06-23\|43.05\|-8.37\|46.01\|46.20\|42.90\|691248;2026-06-24\|47.36\|10.01\|43.05\|47.36\|42.52\|789165;2026-06-25\|46.51\|-1.79\|46.88\|49.50\|46.30\|822246;2026-06-26\|42.35\|-8.94\|46.48\|46.70\|42.25\|675590;2026-06-29\|42.57\|0.52\|41.53\|43.29\|40.05\|591519;2026-06-30\|44.83\|5.31\|42.95\|46.57\|42.45\|649251;2026-07-01\|45.65\|1.83\|44.85\|46.43\|43.16\|628179;2026-07-02\|43.60\|-4.49\|45.67\|45.90\|43.46\|465451;2026-07-03\|42.10\|-3.44\|44.45\|44.80\|42.03\|449180;2026-07-06\|41.43\|-1.59\|41.93\|44.41\|41.40\|519603;2026-07-07\|42.38\|2.29\|42.50\|44.00\|41.61\|532413;2026-07-08\|38.14\|-10.00\|41.00\|41.98\|38.14\|571271;2026-07-09\|35.55\|-6.79\|36.03\|37.30\|34.33\|879923;2026-07-10\|34.10\|-4.08\|35.00\|35.69\|34.05\|672775;2026-07-13\|32.19\|-5.60\|34.09\|34.09\|31.90\|476487;2026-07-14\|33.08\|2.76\|32.70\|33.18\|31.65\|412922;2026-07-15\|31.11\|-5.96\|33.08\|33.20\|31.00\|456191;2026-07-16\|30.17\|-3.02\|30.81\|31.20\|29.95\|443078;2026-07-17\|28.88\|-4.28\|30.10\|30.86\|28.60\|447714;2026-07-20\|25.99\|-10.01\|28.71\|29.00\|25.99\|554077;2026-07-21\|27.39\|5.39\|26.09\|27.50\|24.59\|629070;2026-07-22\|27.65\|0.95\|27.10\|28.38\|26.86\|487432;2026-07-23\|30.42\|10.02\|27.99\|30.42\|27.80\|590423;2026-07-24\|28.46\|-6.44\|29.82\|30.23\|28.31\|656553
12403	广期所碳酸锂主力合约突破16万元/吨	盐湖提锂+锂矿布局+金属镍+固废回收行业原因：据证券日报4月24日报道，2026年一季度，锂矿板块7家公司一季度业绩均较上年同期有大幅改善，行业回暖态势显著。碳酸锂价格震荡走高，头部锂矿、盐湖提锂企业迎来盈利修复。公司原因： 1、据2025年8月30日半年报，公司捌千错盐湖提锂项目采用“国际领先水平”电化学脱嵌法技术，为全球首次实地应用；公司围绕盐湖锂矿已在西藏、阿根廷布局，并计划拓展西非尼日利亚及南部非洲硬岩型锂矿资源。 2、据2025年8月30日半年报，公司固危废资源化综合利用业务2025年上半年收入同比上升39.96%，产品主要为电解铜及含金物料。 3、据互动易，公司江西新金叶和汇盈两家企业金属镍设计产能6000吨/年。	公司新能源材料业务构建了上游锂资源开采提炼、下游废旧锂电池回收利用为一体的循环经济体系，已在国内西藏地区，海外阿根廷卡塔马卡省、萨尔塔省布局锂资源；西藏捌千错项目完成了年产2000吨碳酸锂产线的建设	2026-03-17\|6.05\|-1.14\|6.12\|6.25\|6.04\|266027;2026-03-18\|5.99\|-0.99\|6.11\|6.11\|5.91\|216170;2026-03-19\|5.68\|-5.18\|5.90\|5.95\|5.63\|285809;2026-03-20\|5.56\|-2.11\|5.73\|5.78\|5.47\|265118;2026-03-23\|5.33\|-4.14\|5.42\|5.65\|5.29\|278156;2026-03-24\|5.69\|6.75\|5.47\|5.70\|5.41\|326237;2026-03-25\|5.85\|2.81\|5.72\|5.87\|5.69\|252362;2026-03-26\|6.01\|2.73\|5.82\|6.24\|5.78\|459739;2026-03-27\|6.61\|9.98\|5.98\|6.61\|5.90\|590039;2026-03-30\|6.83\|3.33\|6.69\|7.05\|6.60\|1477130;2026-03-31\|6.60\|-3.37\|6.71\|6.86\|6.58\|921705;2026-04-01\|6.37\|-3.48\|6.65\|6.71\|6.32\|548447;2026-04-02\|6.42\|0.78\|6.31\|6.77\|6.30\|757620;2026-04-03\|6.04\|-5.92\|6.36\|6.46\|5.93\|558623;2026-04-07\|6.16\|1.99\|6.16\|6.22\|6.04\|360205;2026-04-08\|6.40\|3.90\|6.33\|6.40\|6.13\|342866;2026-04-09\|6.19\|-3.28\|6.33\|6.35\|6.06\|318801;2026-04-10\|6.26\|1.13\|6.29\|6.40\|6.17\|409706;2026-04-13\|6.51\|3.99\|6.23\|6.65\|6.16\|670620;2026-04-14\|6.66\|2.30\|6.49\|6.68\|6.44\|505945;2026-04-15\|6.44\|-3.30\|6.60\|6.69\|6.40\|375572;2026-04-16\|7.08\|9.94\|6.45\|7.08\|6.45\|618612;2026-04-17\|6.83\|-3.53\|6.96\|6.99\|6.73\|1017883;2026-04-20\|6.78\|-0.73\|6.78\|6.90\|6.73\|508546;2026-04-21\|6.68\|-1.47\|6.62\|6.88\|6.47\|745283;2026-04-22\|6.69\|0.15\|6.76\|6.97\|6.65\|650277;2026-04-23\|6.51\|-2.69\|6.71\|6.74\|6.24\|734862;2026-04-24\|7.16\|9.98\|6.50\|7.16\|6.38\|1637894;2026-04-27\|7.24\|1.12\|6.94\|7.50\|6.94\|1576734;2026-04-28\|7.11\|-1.80\|7.15\|7.36\|7.05\|815832;2026-04-29\|7.37\|3.66\|7.06\|7.42\|6.90\|1022071;2026-04-30\|7.72\|4.75\|7.38\|8.03\|7.33\|1293753;2026-05-06\|7.82\|1.30\|7.80\|7.95\|7.57\|1028858;2026-05-07\|7.52\|-3.84\|7.83\|7.94\|7.40\|837060;2026-05-08\|7.83\|4.12\|7.64\|8.27\|7.59\|1587880;2026-05-11\|7.78\|-0.64\|7.82\|7.89\|7.55\|1078411;2026-05-12\|7.39\|-5.01\|8.00\|8.00\|7.31\|935885;2026-05-13\|7.58\|2.57\|7.35\|8.13\|7.27\|1239663;2026-05-14\|7.05\|-6.99\|7.50\|7.50\|7.05\|888795;2026-05-15\|6.83\|-3.12\|6.95\|7.16\|6.75\|642223;2026-05-18\|6.68\|-2.20\|6.72\|6.82\|6.63\|413557;2026-05-19\|6.20\|-7.19\|6.63\|6.63\|6.15\|671603;2026-05-20\|6.22\|0.32\|6.16\|6.38\|5.98\|503998;2026-05-21\|6.01\|-3.38\|6.25\|6.59\|6.00\|582029;2026-05-22\|6.13\|2.00\|6.01\|6.18\|5.92\|367708;2026-05-25\|5.93\|-3.26\|6.14\|6.18\|5.88\|362624;2026-05-26\|5.86\|-1.18\|5.86\|5.91\|5.69\|285643;2026-05-27\|5.62\|-4.10\|5.85\|5.89\|5.55\|367589;2026-05-28\|5.70\|1.42\|5.60\|5.76\|5.58\|253635;2026-05-29\|5.59\|-1.93\|5.71\|5.80\|5.53\|331726;2026-06-01\|5.61\|0.36\|5.55\|5.68\|5.53\|238063;2026-06-02\|5.42\|-3.39\|5.60\|5.61\|5.28\|295109;2026-06-03\|5.37\|-0.92\|5.36\|5.46\|5.30\|207272;2026-06-04\|5.23\|-2.61\|5.37\|5.37\|5.18\|231929;2026-06-05\|5.26\|0.57\|5.21\|5.37\|5.11\|252290;2026-06-08\|5.02\|-4.56\|5.13\|5.26\|4.96\|262719;2026-06-09\|5.17\|2.99\|5.12\|5.20\|5.00\|218972;2026-06-10\|5.09\|-1.55\|5.12\|5.30\|5.01\|285790;2026-06-11\|5.14\|0.98\|5.04\|5.20\|4.98\|277177;2026-06-12\|5.23\|1.75\|5.23\|5.37\|5.09\|309644;2026-06-15\|5.42\|3.63\|5.28\|5.53\|5.28\|337198;2026-06-16\|5.41\|-0.18\|5.40\|5.49\|5.26\|256767;2026-06-17\|5.34\|-1.29\|5.36\|5.45\|5.28\|222752;2026-06-18\|5.18\|-3.00\|5.29\|5.29\|5.14\|233034;2026-06-22\|5.60\|8.11\|5.10\|5.69\|4.98\|577201;2026-06-23\|5.29\|-5.54\|5.55\|5.57\|5.25\|357021;2026-06-24\|5.41\|2.27\|5.28\|5.44\|5.12\|321155;2026-06-25\|5.13\|-5.18\|5.33\|5.45\|5.12\|322103;2026-06-26\|4.80\|-6.43\|5.08\|5.11\|4.80\|337503;2026-06-29\|4.80\|0.00\|4.76\|4.83\|4.58\|224690;2026-06-30\|4.86\|1.25\|4.77\|4.89\|4.72\|197224;2026-07-01\|4.99\|2.67\|4.86\|5.07\|4.76\|244706;2026-07-02\|4.95\|-0.80\|4.97\|5.09\|4.92\|221394;2026-07-03\|4.91\|-0.81\|5.00\|5.03\|4.85\|195768;2026-07-06\|4.95\|0.81\|4.94\|5.26\|4.91\|248826;2026-07-07\|4.82\|-2.63\|4.91\|5.01\|4.78\|190169;2026-07-08\|4.62\|-4.15\|4.80\|4.82\|4.61\|198501;2026-07-09\|4.54\|-1.73\|4.57\|4.65\|4.40\|196652;2026-07-10\|4.58\|0.88\|4.55\|4.68\|4.44\|193741;2026-07-13\|4.32\|-5.68\|4.56\|4.57\|4.31\|193335;2026-07-14\|4.43\|2.55\|4.32\|4.44\|4.24\|185522;2026-07-15\|4.40\|-0.68\|4.36\|4.48\|4.33\|186018;2026-07-16\|4.40\|0.00\|4.38\|4.49\|4.34\|163461;2026-07-17\|4.19\|-4.77\|4.38\|4.46\|4.16\|194769;2026-07-20\|4.01\|-4.30\|4.20\|4.25\|3.91\|262650;2026-07-21\|4.02\|0.25\|3.99\|4.04\|3.80\|234316;2026-07-22\|3.95\|-1.74\|3.97\|4.06\|3.94\|163018;2026-07-23\|4.15\|5.06\|3.99\|4.17\|3.97\|258085;2026-07-24\|4.02\|-3.13\|4.14\|4.16\|4.01\|157681
12402	广期所碳酸锂主力合约突破16万元/吨	六氟磷酸锂+商业航天+芯片概念+一季报增长行业原因： 1、5月6日，广期所碳酸锂主力合约大涨6%，价格逼近20万元/吨。 2、兴业证券5月3日研报指出，预计5月行业排产将继续攀升，动力与储能需求同步走强，叠加美国取消负极材料“双反”关税，出口端迎实质利好。公司原因： 1、据2026年4月30日一季报，公司一季度营收9.02亿元、同比增长21.62%，归母净利润1804万元、同比增长645.05%。 2、据2025年半年度报告及2025年5月12日互动易，公司5800吨/年六氟磷酸锂产能已投产，电池铝箔坯料10万吨项目2024年底建成，产品切入明泰铝业、鼎胜新材等头部客户。 3、据2025年5月12日互动易，公司高洁净铝钛硼合金已用于航空航天高强铝合金，配套神舟、嫦娥等重点型号，具备商业航天材料属性。 4、据2024年12月10日公告，公司与泓芯半导体合资设立陶瓷半导体材料公司，切入芯片上游材料领域。	1、公司全资子公司松岩新能源建设有5800吨/年的六氟磷酸锂生产产能；公司投资设立全资子公司赣州市松辉氟新材料有限公司，主要从事氟化锂、PVDF等新能源材料研发、生产和销售； 2、公司自身是全球头部铝晶粒细化剂制造商。	2026-03-17\|24.95\|-5.81\|26.36\|26.60\|24.95\|99203;2026-03-18\|24.63\|-1.28\|24.95\|25.38\|24.07\|76922;2026-03-19\|22.90\|-7.02\|24.41\|24.42\|22.63\|105487;2026-03-20\|22.28\|-2.71\|22.92\|23.40\|22.13\|87604;2026-03-23\|22.59\|1.39\|21.80\|23.82\|21.37\|138259;2026-03-24\|22.83\|1.06\|23.13\|23.49\|21.92\|75076;2026-03-25\|22.97\|0.61\|22.72\|23.32\|22.60\|73255;2026-03-26\|23.35\|1.65\|22.89\|24.50\|22.75\|116610;2026-03-27\|25.69\|10.02\|22.86\|25.69\|22.86\|159308;2026-03-30\|25.75\|0.23\|25.69\|26.20\|25.26\|168701;2026-03-31\|24.76\|-3.84\|25.60\|25.84\|24.70\|99763;2026-04-01\|24.97\|0.85\|25.03\|25.88\|24.60\|92618;2026-04-02\|24.59\|-1.52\|24.86\|25.38\|24.36\|72734;2026-04-03\|23.47\|-4.55\|24.65\|24.76\|23.32\|72369;2026-04-07\|23.53\|0.26\|23.94\|24.25\|23.32\|63302;2026-04-08\|24.59\|4.50\|23.99\|24.59\|23.83\|71719;2026-04-09\|24.98\|1.59\|24.39\|25.17\|23.82\|95432;2026-04-10\|25.24\|1.04\|24.94\|25.95\|24.80\|97645;2026-04-13\|25.56\|1.27\|25.07\|25.72\|24.91\|90541;2026-04-14\|26.72\|4.54\|25.80\|27.00\|25.60\|130638;2026-04-15\|25.20\|-5.69\|26.36\|26.72\|24.81\|168445;2026-04-16\|25.36\|0.63\|25.54\|25.74\|25.21\|82213;2026-04-17\|25.20\|-0.63\|25.50\|26.00\|25.15\|71573;2026-04-20\|25.19\|-0.04\|25.15\|25.59\|24.94\|59402;2026-04-21\|25.40\|0.83\|25.15\|25.70\|24.45\|96410;2026-04-22\|25.00\|-1.57\|25.23\|25.68\|24.89\|75820;2026-04-23\|24.25\|-3.00\|24.88\|25.00\|24.01\|81574;2026-04-24\|25.49\|5.11\|24.25\|25.84\|24.06\|136651;2026-04-27\|26.26\|3.02\|25.84\|26.32\|25.40\|103538;2026-04-28\|26.34\|0.30\|26.03\|27.26\|26.01\|111836;2026-04-29\|27.41\|4.06\|26.85\|27.99\|26.12\|182881;2026-04-30\|26.94\|-1.71\|27.61\|27.88\|26.76\|201804;2026-05-06\|29.63\|9.99\|27.41\|29.63\|27.41\|183289;2026-05-07\|29.53\|-0.34\|30.31\|30.31\|28.52\|398287;2026-05-08\|29.38\|-0.51\|29.54\|31.57\|29.26\|295100;2026-05-11\|30.78\|4.77\|29.38\|30.95\|29.00\|282304;2026-05-12\|31.43\|2.11\|31.59\|33.18\|31.18\|288450;2026-05-13\|31.68\|0.80\|31.38\|32.18\|30.96\|204085;2026-05-14\|31.70\|0.06\|31.48\|32.71\|31.08\|200872;2026-05-15\|33.90\|6.94\|32.23\|34.68\|32.10\|264473;2026-05-18\|33.02\|-2.60\|33.20\|34.68\|32.50\|157185;2026-05-19\|32.06\|-2.91\|32.69\|33.18\|31.75\|142516;2026-05-20\|32.99\|2.90\|31.62\|34.22\|31.58\|168563;2026-05-21\|32.41\|-1.76\|33.12\|34.62\|32.00\|167462;2026-05-22\|31.47\|-2.90\|31.40\|32.42\|31.17\|132621;2026-05-25\|31.96\|1.56\|31.68\|32.60\|30.26\|152521;2026-05-26\|32.09\|0.41\|32.11\|33.80\|31.58\|138240;2026-05-27\|31.79\|-0.93\|31.88\|33.22\|31.46\|142110;2026-05-28\|30.04\|-5.50\|31.39\|31.92\|29.65\|131720;2026-05-29\|28.66\|-4.59\|30.02\|30.50\|28.49\|130393;2026-06-01\|28.30\|-1.26\|28.42\|29.27\|28.15\|80322;2026-06-02\|27.63\|-2.37\|28.48\|28.75\|27.37\|76123;2026-06-03\|28.25\|2.24\|27.92\|28.89\|27.44\|77816;2026-06-04\|27.89\|-1.27\|28.24\|28.45\|27.51\|62745;2026-06-05\|26.75\|-4.09\|27.89\|27.89\|26.40\|85453;2026-06-08\|24.99\|-6.58\|25.51\|26.20\|24.21\|106067;2026-06-09\|25.20\|0.84\|25.00\|25.49\|24.63\|90410;2026-06-10\|24.45\|-2.98\|24.90\|25.20\|24.24\|64607;2026-06-11\|24.64\|0.78\|24.19\|25.41\|23.92\|93690;2026-06-12\|25.74\|4.46\|25.00\|27.10\|25.00\|191842;2026-06-15\|25.85\|0.43\|26.00\|26.87\|25.78\|164535;2026-06-16\|26.75\|3.48\|25.85\|27.29\|25.39\|136162;2026-06-17\|27.04\|1.08\|26.50\|28.00\|26.31\|97072;2026-06-18\|27.48\|1.63\|26.84\|27.73\|26.50\|103430;2026-06-22\|29.48\|7.28\|27.49\|29.52\|26.60\|190225;2026-06-23\|28.88\|-2.04\|29.04\|30.25\|28.75\|152231;2026-06-24\|29.10\|0.76\|28.88\|29.35\|27.55\|127165;2026-06-25\|27.46\|-5.64\|29.20\|29.47\|27.20\|158842;2026-06-26\|27.62\|0.58\|27.69\|30.21\|27.32\|314742;2026-06-29\|29.84\|8.04\|28.30\|30.20\|28.03\|325391;2026-06-30\|31.43\|5.33\|29.45\|31.63\|29.45\|265751;2026-07-01\|33.21\|5.66\|31.43\|33.96\|31.20\|261803;2026-07-02\|33.51\|0.90\|32.24\|35.20\|31.73\|217342;2026-07-03\|30.16\|-10.00\|33.60\|33.72\|30.16\|233365;2026-07-06\|27.14\|-10.01\|31.36\|31.36\|27.14\|189724;2026-07-07\|25.80\|-4.94\|26.00\|26.94\|25.43\|195984;2026-07-08\|24.05\|-6.78\|25.75\|26.15\|24.03\|147407;2026-07-09\|23.86\|-0.79\|24.26\|24.35\|22.35\|146880;2026-07-10\|22.92\|-3.94\|23.63\|24.68\|22.90\|139524;2026-07-13\|20.63\|-9.99\|22.30\|22.85\|20.63\|112258;2026-07-14\|21.23\|2.91\|20.46\|21.49\|20.16\|112305;2026-07-15\|20.15\|-5.09\|21.10\|21.28\|19.92\|91604;2026-07-16\|19.40\|-3.72\|20.12\|20.26\|19.28\|79944;2026-07-17\|18.17\|-6.34\|19.37\|19.47\|18.15\|107129;2026-07-20\|17.04\|-6.22\|18.30\|18.67\|16.67\|125637;2026-07-21\|17.63\|3.46\|17.20\|17.68\|15.34\|169895;2026-07-22\|17.32\|-1.76\|17.59\|18.05\|17.09\|101540;2026-07-23\|18.05\|4.21\|17.24\|18.11\|17.02\|99760;2026-07-24\|17.62\|-2.38\|17.80\|18.72\|17.50\|106287
12401	广期所碳酸锂主力合约突破16万元/吨	锂矿放量+电机+低空经济行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日年报，茜坑锂矿采矿证载资源储量7293万吨Li₂O，公司正推进投产，碳酸锂价格已回升至15万元/吨以上，自有矿山成本优势显现。 2、据2026年4月29日年报，公司发布“3A+3J”战略，明确深耕军工特种电机、固态电池新材料及锂矿资源三条新赛道。 3、据2026年4月29日年报，公司旋翼/推进电机已批量供货低空飞行器，风电配套电机市占率60%以上，机器人关节模组电机实现多款量产交付。	国内云母提锂的龙头企业之一；公司碳酸锂可以运用到固态电池的正极材料，另外在固态电池电解质方面，公司目前有进行相关实验研究，并且参与了电池级硫化锂的行业标准制定	2026-03-17\|9.70\|-3.00\|10.01\|10.09\|9.68\|501986;2026-03-18\|9.57\|-1.34\|9.76\|9.78\|9.42\|438445;2026-03-19\|9.23\|-3.55\|9.41\|9.46\|9.18\|440154;2026-03-20\|9.18\|-0.54\|9.29\|9.52\|9.16\|514084;2026-03-23\|8.83\|-3.81\|9.12\|9.29\|8.70\|631601;2026-03-24\|9.18\|3.96\|9.01\|9.20\|8.78\|586355;2026-03-25\|9.34\|1.74\|9.28\|9.45\|9.15\|517041;2026-03-26\|9.35\|0.11\|9.30\|9.57\|9.25\|556154;2026-03-27\|10.29\|10.05\|9.24\|10.29\|9.22\|947326;2026-03-30\|10.71\|4.08\|10.80\|11.09\|10.47\|2631061;2026-03-31\|10.26\|-4.20\|10.59\|10.60\|10.24\|1352597;2026-04-01\|10.16\|-0.97\|10.40\|10.40\|10.05\|834391;2026-04-02\|10.47\|3.05\|10.05\|10.69\|10.01\|1668555;2026-04-03\|10.04\|-4.11\|10.45\|10.59\|10.04\|894272;2026-04-07\|10.28\|2.39\|10.29\|10.43\|10.14\|754838;2026-04-08\|10.49\|2.04\|10.41\|10.51\|10.18\|1134993;2026-04-09\|10.49\|0.00\|10.39\|10.71\|10.22\|1175450;2026-04-10\|10.74\|2.38\|10.55\|11.06\|10.49\|1720087;2026-04-13\|10.93\|1.77\|10.70\|11.00\|10.66\|1430473;2026-04-14\|11.28\|3.20\|11.11\|11.45\|10.98\|1542117;2026-04-15\|10.90\|-3.37\|11.52\|11.72\|10.88\|1418851;2026-04-16\|11.28\|3.49\|11.02\|11.37\|10.89\|1248571;2026-04-17\|11.12\|-1.42\|11.35\|11.67\|11.11\|1139350;2026-04-20\|11.22\|0.90\|11.31\|11.55\|11.15\|951409;2026-04-21\|11.71\|4.37\|11.30\|11.92\|10.85\|1990225;2026-04-22\|12.39\|5.81\|11.50\|12.72\|11.50\|2149813;2026-04-23\|12.38\|-0.08\|12.51\|12.71\|12.11\|1607233;2026-04-24\|13.62\|10.02\|12.26\|13.62\|12.19\|1795378;2026-04-27\|14.49\|6.39\|13.83\|14.79\|13.51\|3507638;2026-04-28\|14.63\|0.97\|14.17\|14.98\|14.13\|2664209;2026-04-29\|16.09\|9.98\|13.77\|16.09\|13.77\|3838814;2026-04-30\|16.05\|-0.25\|16.27\|16.97\|15.85\|3417345;2026-05-06\|15.70\|-2.18\|16.20\|16.23\|15.50\|2544321;2026-05-07\|15.52\|-1.15\|15.73\|15.86\|14.94\|2653136;2026-05-08\|15.15\|-2.38\|15.37\|16.38\|15.05\|2450402;2026-05-11\|15.31\|1.06\|15.58\|16.15\|15.18\|2213871;2026-05-12\|14.76\|-3.59\|15.50\|15.57\|14.46\|1817865;2026-05-13\|14.38\|-2.57\|14.76\|14.88\|14.31\|1503839;2026-05-14\|13.85\|-3.69\|14.30\|14.30\|13.76\|1247657;2026-05-15\|13.45\|-2.89\|13.77\|13.95\|13.27\|1219877;2026-05-18\|13.26\|-1.41\|13.34\|13.67\|13.13\|1069816;2026-05-19\|12.79\|-3.54\|13.22\|13.26\|12.59\|1138262;2026-05-20\|13.08\|2.27\|12.60\|13.38\|12.41\|1674589;2026-05-21\|12.73\|-2.68\|13.08\|13.77\|12.66\|1481498;2026-05-22\|12.87\|1.10\|12.85\|12.92\|12.53\|822698;2026-05-25\|12.36\|-3.96\|12.93\|12.99\|12.32\|1015737;2026-05-26\|12.54\|1.46\|12.26\|12.69\|12.17\|954433;2026-05-27\|12.03\|-4.07\|12.45\|12.66\|11.90\|967145;2026-05-28\|11.98\|-0.42\|12.03\|12.30\|11.69\|799471;2026-05-29\|11.77\|-1.75\|12.04\|12.27\|11.70\|776552;2026-06-01\|11.58\|-1.61\|11.70\|11.85\|11.50\|610990;2026-06-02\|11.24\|-2.94\|11.60\|11.68\|11.01\|773422;2026-06-03\|11.26\|0.18\|11.16\|11.58\|11.04\|744914;2026-06-04\|10.97\|-2.58\|11.18\|11.19\|10.88\|600071;2026-06-05\|11.05\|0.73\|11.00\|11.26\|10.67\|784881;2026-06-08\|10.63\|-3.80\|10.83\|11.23\|10.44\|795253;2026-06-09\|11.05\|3.95\|10.79\|11.08\|10.50\|818958;2026-06-10\|11.13\|0.72\|10.98\|11.95\|10.91\|1666331;2026-06-11\|11.12\|-0.09\|11.15\|11.46\|10.82\|1646772;2026-06-12\|11.25\|1.17\|11.15\|11.60\|10.91\|1544350;2026-06-15\|11.36\|0.98\|11.41\|11.55\|11.20\|1391637;2026-06-16\|11.76\|3.52\|11.22\|11.85\|11.00\|1816035;2026-06-17\|11.49\|-2.30\|11.74\|12.03\|11.42\|1477217;2026-06-18\|11.10\|-3.39\|11.42\|11.57\|11.04\|1179274;2026-06-22\|11.26\|1.44\|10.75\|11.28\|10.55\|1230840;2026-06-23\|10.90\|-3.20\|11.26\|11.27\|10.85\|835904;2026-06-24\|11.18\|2.57\|10.92\|11.29\|10.35\|1168337;2026-06-25\|10.57\|-5.46\|11.01\|11.24\|10.48\|999119;2026-06-26\|9.74\|-7.85\|10.52\|10.55\|9.70\|1086172;2026-06-29\|9.69\|-0.51\|9.77\|9.87\|9.46\|758075;2026-06-30\|10.01\|3.30\|9.76\|10.06\|9.61\|851498;2026-07-01\|10.14\|1.30\|10.08\|10.25\|9.75\|880784;2026-07-02\|10.14\|0.00\|10.05\|10.52\|10.01\|834206;2026-07-03\|10.17\|0.30\|10.32\|10.35\|9.94\|866262;2026-07-06\|9.88\|-2.85\|10.29\|10.45\|9.84\|933667;2026-07-07\|9.61\|-2.73\|9.97\|10.10\|9.56\|612197;2026-07-08\|8.92\|-7.18\|9.53\|9.59\|8.91\|873657;2026-07-09\|8.63\|-3.25\|8.91\|8.98\|8.34\|943745;2026-07-10\|8.66\|0.35\|8.65\|8.84\|8.45\|719024;2026-07-13\|8.11\|-6.35\|8.63\|8.63\|8.10\|701284;2026-07-14\|8.26\|1.85\|8.12\|8.28\|7.97\|538751;2026-07-15\|8.11\|-1.82\|8.35\|8.35\|8.05\|506471;2026-07-16\|8.01\|-1.23\|8.01\|8.16\|7.93\|519004;2026-07-17\|7.68\|-4.12\|8.03\|8.25\|7.68\|746971;2026-07-20\|7.45\|-2.99\|7.73\|7.81\|7.32\|740419;2026-07-21\|7.64\|2.55\|7.46\|7.65\|7.23\|808616;2026-07-22\|7.54\|-1.31\|7.59\|7.70\|7.48\|561712;2026-07-23\|7.99\|5.97\|7.59\|7.99\|7.55\|886217;2026-07-24\|7.72\|-3.38\|7.88\|8.01\|7.72\|545485
12400	广期所碳酸锂主力合约突破16万元/吨	固态电池+负极材料+绿电降本行业原因： 1、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。 2、兴业证券指出，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月16日投资者关系活动记录表，公司针对固态/半固态电池开发的沥青基硅碳负极产品已完成中试并送样头部电池客户，部分产品已通过粉体测试，处于电池体系验证阶段。 2、据2025年9月26日互动易，公司已建成5万吨前端产线并拥有1.8万吨石墨化产能，在建8.2万吨石墨化及配套580MW源网荷储绿电项目，投产后绿电覆盖超50%，显著降低生产成本。 3、据2025年4月19日公告，公司主营锂电负极材料，产品覆盖快充、长循环、硅碳等序列，终端应用于储能、动力电池及消费电子，2025年聚焦20万吨一体化项目投产与降本增效。	公司主要从事锂电池负极材料	2026-03-17\|14.31\|-6.47\|15.28\|15.36\|14.30\|246434;2026-03-18\|13.95\|-2.52\|14.35\|14.50\|13.77\|180519;2026-03-19\|13.41\|-3.87\|13.91\|14.02\|13.34\|119706;2026-03-20\|13.08\|-2.46\|13.39\|13.74\|13.04\|147267;2026-03-23\|12.71\|-2.83\|12.91\|13.54\|12.54\|176738;2026-03-24\|13.21\|3.93\|12.90\|13.21\|12.40\|138784;2026-03-25\|12.89\|-2.42\|13.20\|13.26\|12.79\|169947;2026-03-26\|12.99\|0.78\|12.77\|13.43\|12.70\|183899;2026-03-27\|14.29\|10.01\|12.93\|14.29\|12.85\|298876;2026-03-30\|13.98\|-2.17\|14.54\|14.80\|13.87\|343205;2026-03-31\|13.27\|-5.08\|13.98\|14.02\|13.27\|210091;2026-04-01\|13.01\|-1.96\|13.71\|13.76\|12.74\|277347;2026-04-02\|12.87\|-1.08\|13.00\|13.87\|12.76\|294016;2026-04-03\|11.73\|-8.86\|12.87\|12.87\|11.61\|264988;2026-04-07\|12.90\|9.97\|11.72\|12.90\|11.71\|291028;2026-04-08\|13.01\|0.85\|12.90\|13.08\|12.65\|255239;2026-04-09\|13.09\|0.61\|13.21\|13.32\|12.75\|174114;2026-04-10\|13.45\|2.75\|13.25\|13.62\|13.07\|187930;2026-04-13\|13.96\|3.79\|13.31\|14.10\|13.31\|195515;2026-04-14\|14.39\|3.08\|14.20\|14.39\|13.79\|210505;2026-04-15\|14.79\|2.78\|14.67\|14.97\|14.48\|228302;2026-04-16\|14.81\|0.14\|14.80\|14.99\|14.41\|164216;2026-04-17\|14.99\|1.22\|14.73\|15.31\|14.72\|173117;2026-04-20\|15.27\|1.87\|15.08\|15.35\|14.90\|126771;2026-04-21\|15.07\|-1.31\|15.17\|15.21\|14.69\|136162;2026-04-22\|14.82\|-1.66\|15.08\|15.34\|14.65\|125973;2026-04-23\|14.57\|-1.69\|14.82\|14.85\|14.40\|120634;2026-04-24\|14.67\|0.69\|14.48\|14.89\|14.30\|97915;2026-04-27\|14.95\|1.91\|14.49\|15.18\|14.49\|91339;2026-04-28\|15.06\|0.74\|14.88\|15.41\|14.85\|108185;2026-04-29\|15.66\|3.98\|15.01\|15.81\|14.76\|163583;2026-04-30\|15.50\|-1.02\|15.71\|15.96\|15.33\|122885;2026-05-06\|15.89\|2.52\|15.51\|15.92\|15.30\|144105;2026-05-07\|15.37\|-3.27\|15.78\|15.88\|15.29\|112086;2026-05-08\|15.07\|-1.95\|15.30\|15.79\|15.05\|115291;2026-05-11\|15.05\|-0.13\|15.02\|15.31\|14.83\|101369;2026-05-12\|14.55\|-3.32\|14.98\|15.03\|14.42\|99510;2026-05-13\|14.70\|1.03\|14.56\|14.97\|14.38\|102861;2026-05-14\|14.42\|-1.90\|14.70\|14.94\|14.40\|73253;2026-05-15\|15.49\|7.42\|14.50\|15.86\|14.43\|311998;2026-05-18\|14.73\|-4.91\|15.51\|15.84\|14.73\|289489;2026-05-19\|14.72\|-0.07\|14.86\|15.52\|14.43\|187059;2026-05-20\|16.19\|9.99\|14.68\|16.19\|14.58\|213184;2026-05-21\|15.37\|-5.06\|16.14\|16.34\|15.34\|366670;2026-05-22\|16.12\|4.88\|15.21\|16.80\|15.21\|430965;2026-05-25\|16.36\|1.49\|15.95\|16.50\|15.75\|270384;2026-05-26\|15.85\|-3.12\|16.19\|16.45\|15.54\|208214;2026-05-27\|15.86\|0.06\|15.80\|16.58\|15.68\|243932;2026-05-28\|15.36\|-3.15\|15.70\|16.10\|14.96\|196647;2026-05-29\|15.14\|-1.43\|15.21\|15.59\|14.74\|183455;2026-06-01\|15.26\|0.79\|14.88\|16.19\|14.85\|222293;2026-06-02\|14.78\|-3.15\|15.38\|15.56\|14.60\|152309;2026-06-03\|14.54\|-1.62\|14.69\|14.77\|14.26\|119242;2026-06-04\|13.96\|-3.99\|14.33\|14.61\|13.84\|141925;2026-06-05\|14.01\|0.36\|13.90\|14.18\|13.27\|143639;2026-06-08\|13.13\|-6.28\|13.70\|13.70\|12.70\|137959;2026-06-09\|13.27\|1.07\|13.38\|13.38\|12.86\|68446;2026-06-10\|12.94\|-2.49\|13.09\|13.20\|12.64\|72989;2026-06-11\|12.68\|-2.01\|12.82\|12.92\|12.47\|71488;2026-06-12\|12.98\|2.37\|12.76\|13.26\|12.42\|93053;2026-06-15\|12.98\|0.00\|13.00\|13.48\|12.77\|109186;2026-06-16\|13.15\|1.31\|13.04\|13.35\|12.92\|107797;2026-06-17\|14.47\|10.04\|13.03\|14.47\|12.81\|261285;2026-06-18\|14.17\|-2.07\|14.32\|14.63\|13.43\|261781;2026-06-22\|14.10\|-0.49\|14.10\|14.28\|13.35\|176802;2026-06-23\|13.98\|-0.85\|14.35\|14.74\|13.84\|173544;2026-06-24\|13.41\|-4.08\|14.09\|14.15\|13.20\|131697;2026-06-25\|12.94\|-3.50\|13.28\|13.37\|12.80\|104073;2026-06-26\|12.36\|-4.48\|13.01\|13.19\|12.36\|105220;2026-06-29\|12.35\|-0.08\|12.40\|12.63\|11.70\|100727;2026-06-30\|12.50\|1.21\|12.30\|12.75\|12.15\|76678;2026-07-01\|12.62\|0.96\|12.34\|12.83\|12.01\|92338;2026-07-02\|12.53\|-0.71\|12.50\|13.05\|12.44\|75639;2026-07-03\|12.66\|1.04\|12.60\|12.91\|12.31\|68411;2026-07-06\|12.34\|-2.53\|12.49\|12.80\|12.26\|65906;2026-07-07\|12.78\|3.57\|12.36\|12.80\|12.19\|91358;2026-07-08\|12.28\|-3.91\|12.70\|12.81\|12.19\|92535;2026-07-09\|12.34\|0.49\|12.48\|13.08\|11.90\|112813;2026-07-10\|12.51\|1.38\|12.32\|12.81\|12.31\|85732;2026-07-13\|11.80\|-5.68\|12.38\|12.59\|11.77\|83451;2026-07-14\|12.01\|1.78\|11.78\|12.14\|11.41\|66691;2026-07-15\|11.79\|-1.83\|11.99\|12.21\|11.65\|51957;2026-07-16\|12.22\|3.65\|11.70\|12.40\|11.52\|104620;2026-07-17\|12.28\|0.49\|12.18\|12.60\|12.02\|77095;2026-07-20\|11.69\|-4.80\|12.25\|12.44\|11.60\|97034;2026-07-21\|12.61\|7.87\|11.78\|12.64\|11.28\|141195;2026-07-22\|12.83\|1.74\|12.61\|13.50\|12.48\|112851;2026-07-23\|13.15\|2.49\|12.83\|13.19\|12.83\|70570;2026-07-24\|12.91\|-1.83\|13.07\|13.33\|12.86\|53893
12399	广期所碳酸锂主力合约突破16万元/吨	TMP涨价+锂电闭环+化工龙头+转债强赎行业原因：霍尔木兹海峡局势紧张，中东化肥出口受阻，国际市场化肥价格剧烈震荡。公司原因： 1、据2026年2月9日机构调研纪要，公司TMP产能7万吨/年，近期市场价由8,000元/吨涨至15,000元/吨，供需紧张推动盈利改善。 2、据2025年11月19日互动易，公司已构建磷酸铁/针状焦→磷酸铁锂/石墨负极→磷酸铁锂电池→电池资源化利用的锂电闭环。 3、据2024年年度报告，公司为精细化工细分领域龙头企业，制订多项国家标准，是多家世界500强涂料企业稳定供应商。 4、据2026年3月27日公告，“百川转2”已触发赎回条款，3月26日停止交易，3月31日为最后转股日，未转股将按100.809元/张强制赎回。	1、公司从事醋酸酯类、偏苯三酸酐及酯类等化工产品的研产销； 2、公司积极布局锂电材料产业链，构建起磷酸铁/针状焦→磷酸铁锂/石墨负极→磷酸铁锂电池→电池资源化利用的产业链	2026-03-17\|14.30\|-3.38\|14.93\|15.60\|14.17\|1616012;2026-03-18\|14.00\|-2.10\|14.37\|14.57\|13.24\|1405386;2026-03-19\|13.24\|-5.43\|14.07\|14.30\|12.99\|1307739;2026-03-20\|12.09\|-8.69\|12.81\|13.17\|12.05\|1167345;2026-03-23\|11.80\|-2.40\|11.89\|12.61\|11.69\|923259;2026-03-24\|12.00\|1.69\|11.99\|12.07\|11.26\|882473;2026-03-25\|12.47\|3.92\|11.96\|12.49\|11.71\|1089888;2026-03-26\|13.10\|5.05\|12.30\|13.28\|12.20\|1764094;2026-03-27\|14.41\|10.00\|13.38\|14.41\|13.13\|762092;2026-03-30\|14.82\|2.85\|14.91\|15.19\|13.92\|2175225;2026-03-31\|14.50\|-2.16\|14.89\|15.28\|14.38\|1412652;2026-04-01\|13.84\|-4.55\|14.30\|14.65\|13.80\|1396625;2026-04-02\|13.29\|-3.97\|13.83\|13.99\|13.00\|1171611;2026-04-03\|12.83\|-3.46\|13.26\|13.40\|12.74\|690346;2026-04-07\|13.46\|4.91\|12.96\|14.11\|12.78\|1249786;2026-04-08\|13.40\|-0.45\|13.00\|13.46\|12.80\|1066827;2026-04-09\|13.03\|-2.76\|13.90\|13.93\|12.97\|882183;2026-04-10\|12.43\|-4.60\|13.00\|13.17\|12.25\|1260667;2026-04-13\|12.32\|-0.89\|12.51\|12.65\|12.27\|650781;2026-04-14\|12.29\|-0.24\|12.39\|12.45\|12.01\|643134;2026-04-15\|11.67\|-5.04\|12.18\|12.28\|11.65\|726782;2026-04-16\|11.95\|2.40\|11.62\|12.05\|11.41\|730925;2026-04-17\|11.41\|-4.52\|11.87\|12.08\|11.30\|705637;2026-04-20\|11.46\|0.44\|11.41\|11.49\|11.27\|445952;2026-04-21\|11.16\|-2.62\|11.44\|11.47\|10.95\|546030;2026-04-22\|11.15\|-0.09\|11.18\|11.29\|11.00\|373029;2026-04-23\|11.19\|0.36\|12.27\|12.27\|11.15\|2196925;2026-04-24\|11.06\|-1.16\|10.78\|11.29\|10.60\|1174130;2026-04-27\|10.88\|-1.63\|11.01\|11.13\|10.81\|682777;2026-04-28\|11.06\|1.65\|10.77\|11.19\|10.62\|874747;2026-04-29\|10.78\|-2.53\|10.41\|10.95\|10.20\|920643;2026-04-30\|10.36\|-3.90\|10.88\|10.90\|10.31\|738896;2026-05-06\|10.58\|2.12\|10.46\|10.64\|10.43\|561695;2026-05-07\|10.56\|-0.19\|10.57\|10.60\|10.33\|561074;2026-05-08\|10.37\|-1.80\|10.48\|10.60\|10.31\|446536;2026-05-11\|10.28\|-0.87\|10.46\|10.64\|10.25\|526148;2026-05-12\|9.99\|-2.82\|10.28\|10.28\|9.87\|527198;2026-05-13\|10.11\|1.20\|9.91\|10.22\|9.84\|391188;2026-05-14\|10.12\|0.10\|10.08\|10.43\|10.03\|622540;2026-05-15\|10.00\|-1.19\|10.07\|10.32\|9.92\|548374;2026-05-18\|9.89\|-1.10\|9.97\|10.08\|9.83\|380044;2026-05-19\|9.62\|-2.73\|9.92\|9.95\|9.52\|390069;2026-05-20\|9.66\|0.42\|9.56\|9.82\|9.39\|460662;2026-05-21\|9.61\|-0.52\|9.68\|10.17\|9.58\|719551;2026-05-22\|9.71\|1.04\|9.61\|9.72\|9.39\|415727;2026-05-25\|9.25\|-4.74\|9.61\|9.70\|9.19\|498674;2026-05-26\|9.12\|-1.41\|9.17\|9.25\|8.92\|374649;2026-05-27\|8.83\|-3.18\|9.12\|9.18\|8.78\|326415;2026-05-28\|8.90\|0.79\|8.84\|9.07\|8.79\|306241;2026-05-29\|8.63\|-3.03\|8.91\|8.99\|8.56\|315335;2026-06-01\|8.77\|1.62\|8.62\|8.85\|8.56\|277053;2026-06-02\|8.57\|-2.28\|8.75\|8.78\|8.39\|259171;2026-06-03\|8.49\|-0.93\|8.56\|8.62\|8.42\|207200;2026-06-04\|8.32\|-2.00\|8.41\|8.49\|8.24\|208161;2026-06-05\|8.22\|-1.20\|8.33\|8.41\|8.05\|260670;2026-06-08\|7.87\|-4.26\|8.03\|8.29\|7.74\|299094;2026-06-09\|7.92\|0.64\|7.89\|7.97\|7.65\|231301;2026-06-10\|8.13\|2.65\|7.82\|8.47\|7.76\|686082;2026-06-11\|8.06\|-0.86\|8.11\|8.35\|7.95\|665080;2026-06-12\|8.09\|0.37\|8.16\|8.29\|7.86\|554139;2026-06-15\|8.17\|0.99\|8.13\|8.27\|8.08\|336596;2026-06-16\|8.38\|2.57\|8.12\|8.50\|8.05\|456192;2026-06-17\|8.04\|-4.06\|8.32\|8.35\|7.98\|436043;2026-06-18\|7.73\|-3.86\|7.94\|7.97\|7.68\|374313;2026-06-22\|8.18\|5.82\|7.93\|8.31\|7.78\|651777;2026-06-23\|8.23\|0.61\|8.24\|8.49\|8.16\|609957;2026-06-24\|8.04\|-2.31\|8.28\|8.38\|7.96\|430204;2026-06-25\|7.69\|-4.35\|7.88\|7.99\|7.65\|411179;2026-06-26\|7.35\|-4.42\|7.69\|7.70\|7.35\|418244;2026-06-29\|7.10\|-3.40\|7.47\|7.50\|7.06\|418804;2026-06-30\|7.20\|1.41\|7.07\|7.26\|6.99\|366525;2026-07-01\|7.92\|10.00\|7.20\|7.92\|7.12\|429891;2026-07-02\|7.69\|-2.90\|8.00\|8.03\|7.66\|636141;2026-07-03\|7.56\|-1.69\|7.84\|7.84\|7.53\|406750;2026-07-06\|7.41\|-1.98\|7.55\|7.82\|7.40\|357621;2026-07-07\|7.06\|-4.72\|7.39\|7.55\|7.05\|311894;2026-07-08\|6.67\|-5.52\|7.10\|7.11\|6.66\|354656;2026-07-09\|6.55\|-1.80\|6.66\|6.78\|6.33\|361174;2026-07-10\|6.71\|2.44\|6.54\|6.87\|6.43\|348218;2026-07-13\|6.23\|-7.15\|6.64\|6.69\|6.20\|345869;2026-07-14\|6.42\|3.05\|6.25\|6.45\|6.12\|297380;2026-07-15\|6.49\|1.09\|6.52\|6.61\|6.27\|324130;2026-07-16\|6.39\|-1.54\|6.41\|6.60\|6.31\|340126;2026-07-17\|6.13\|-4.07\|6.40\|6.52\|6.07\|350333;2026-07-20\|6.01\|-1.96\|6.18\|6.33\|5.93\|367331;2026-07-21\|5.96\|-0.83\|6.01\|6.06\|5.56\|454620;2026-07-22\|5.85\|-1.85\|5.89\|6.03\|5.79\|286753;2026-07-23\|6.26\|7.01\|5.81\|6.29\|5.79\|446757;2026-07-24\|5.99\|-4.31\|6.20\|6.34\|5.99\|321760
12398	广期所碳酸锂主力合约突破16万元/吨	特高压电容膜+镀膜产线+国企改革行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月8日互动易，公司子公司宁波万象的第二条进口镀膜产线已运抵工厂。据2026年5月11日投资者关系活动记录，子公司宁波万象的两条进口镀膜生产线计划于今年6月完成全部安装调试，并于8月实现投产。 2、据2026年5月21日互动易，电网更新改造政策的推进将带动相关电力配套产品需求提升，公司主营业务包含特高压电容膜相关产品，将积极把握机遇拓展相关业务。据2025年年报，公司在特高压电容膜领域是国内少数能稳定生产高端产品并实现规模化应用的企业，打破了国外品牌在高端市场的长期垄断。 3、据2025年年报，公司第一大股东诸暨市水务集团有限公司筹划公司股份公开征集转让事宜，该事项可能导致公司控制权变更，截至报告披露日尚未完成。公司最终控制人为诸暨市财政局。	公司铝塑膜已能生产固态电池软包	2026-03-17\|3.59\|-2.18\|3.66\|3.70\|3.58\|485888;2026-03-18\|3.61\|0.56\|3.60\|3.62\|3.54\|366306;2026-03-19\|3.48\|-3.60\|3.60\|3.60\|3.45\|469819;2026-03-20\|3.30\|-5.17\|3.50\|3.53\|3.29\|599873;2026-03-23\|3.14\|-4.85\|3.24\|3.28\|3.11\|763740;2026-03-24\|3.26\|3.82\|3.22\|3.26\|3.14\|479036;2026-03-25\|3.36\|3.07\|3.26\|3.38\|3.23\|447281;2026-03-26\|3.70\|10.12\|3.36\|3.70\|3.33\|758193;2026-03-27\|4.07\|10.00\|3.91\|4.07\|3.73\|3001245;2026-03-30\|4.10\|0.74\|4.17\|4.37\|4.00\|5346271;2026-03-31\|4.51\|10.00\|4.05\|4.51\|4.01\|4648424;2026-04-01\|4.30\|-4.66\|4.26\|4.51\|4.15\|4393194;2026-04-02\|4.73\|10.00\|4.20\|4.73\|4.19\|5655622;2026-04-03\|4.66\|-1.48\|4.58\|5.18\|4.42\|6262788;2026-04-07\|4.91\|5.36\|4.59\|5.07\|4.48\|5147559;2026-04-08\|4.71\|-4.07\|4.82\|4.91\|4.66\|4611683;2026-04-09\|4.45\|-5.52\|4.72\|4.78\|4.41\|4143068;2026-04-10\|4.90\|10.11\|4.31\|4.90\|4.31\|4212278;2026-04-13\|4.99\|1.84\|4.80\|5.17\|4.76\|6237917;2026-04-14\|4.94\|-1.00\|4.91\|5.11\|4.80\|4353603;2026-04-15\|4.70\|-4.86\|4.90\|5.05\|4.65\|3674529;2026-04-16\|5.17\|10.00\|4.70\|5.17\|4.70\|2780645;2026-04-17\|4.98\|-3.67\|5.26\|5.35\|4.93\|4957347;2026-04-20\|5.13\|3.01\|4.93\|5.22\|4.90\|4130997;2026-04-21\|5.02\|-2.14\|5.13\|5.15\|4.83\|3192984;2026-04-22\|4.83\|-3.78\|4.93\|5.06\|4.73\|3037400;2026-04-23\|4.37\|-9.52\|4.89\|4.92\|4.35\|3808736;2026-04-24\|4.35\|-0.46\|4.29\|4.57\|4.12\|2598048;2026-04-27\|4.27\|-1.84\|4.22\|4.32\|4.06\|2303472;2026-04-28\|4.13\|-3.28\|4.26\|4.29\|4.11\|1767502;2026-04-29\|4.19\|1.45\|4.10\|4.22\|4.01\|1556603;2026-04-30\|4.03\|-3.82\|4.18\|4.22\|4.01\|1664251;2026-05-06\|4.22\|4.71\|4.09\|4.24\|4.05\|1915231;2026-05-07\|4.30\|1.90\|4.28\|4.32\|4.19\|1771458;2026-05-08\|4.35\|1.16\|4.27\|4.42\|4.22\|1687946;2026-05-11\|4.23\|-2.76\|4.35\|4.42\|4.18\|1728001;2026-05-12\|4.14\|-2.13\|4.22\|4.22\|4.10\|1269987;2026-05-13\|4.19\|1.21\|4.11\|4.24\|4.06\|1146596;2026-05-14\|4.03\|-3.82\|4.19\|4.19\|4.03\|1066774;2026-05-15\|3.94\|-2.23\|4.07\|4.09\|3.90\|1044784;2026-05-18\|3.94\|0.00\|3.90\|3.95\|3.87\|682453;2026-05-19\|3.89\|-1.27\|3.95\|3.95\|3.82\|705622;2026-05-20\|3.87\|-0.51\|3.87\|3.89\|3.76\|791230;2026-05-21\|3.71\|-4.13\|3.86\|3.92\|3.69\|813150;2026-05-22\|3.86\|4.04\|3.74\|3.88\|3.68\|941264;2026-05-25\|3.82\|-1.04\|3.84\|3.88\|3.76\|626194;2026-05-26\|3.72\|-2.62\|3.80\|3.81\|3.66\|633458;2026-05-27\|3.57\|-4.03\|3.71\|3.74\|3.54\|758135;2026-05-28\|3.93\|10.08\|3.55\|3.93\|3.53\|1054426;2026-05-29\|3.90\|-0.76\|4.03\|4.07\|3.85\|2672826;2026-06-01\|3.85\|-1.28\|3.88\|3.95\|3.83\|1411687;2026-06-02\|3.83\|-0.52\|3.83\|3.86\|3.66\|1148974;2026-06-03\|3.78\|-1.31\|3.79\|3.93\|3.72\|1105839;2026-06-04\|3.90\|3.17\|3.75\|3.92\|3.70\|1634681;2026-06-05\|3.83\|-1.79\|3.87\|3.94\|3.78\|1154363;2026-06-08\|3.66\|-4.44\|3.70\|3.81\|3.61\|1017550;2026-06-09\|4.03\|10.11\|3.72\|4.03\|3.72\|1355996;2026-06-10\|4.00\|-0.74\|4.16\|4.19\|3.99\|2808538;2026-06-11\|3.84\|-4.00\|3.96\|3.99\|3.82\|1607546;2026-06-12\|3.77\|-1.82\|3.99\|4.08\|3.68\|1577792;2026-06-15\|4.15\|10.08\|3.85\|4.15\|3.85\|1130209;2026-06-16\|4.27\|2.89\|4.15\|4.37\|4.12\|3475464;2026-06-17\|4.37\|2.34\|4.24\|4.43\|4.21\|2919096;2026-06-18\|4.19\|-4.12\|4.28\|4.29\|4.16\|1896410;2026-06-22\|4.45\|6.21\|4.21\|4.45\|4.08\|2643828;2026-06-23\|4.21\|-5.39\|4.40\|4.40\|4.16\|1745558;2026-06-24\|4.08\|-3.09\|4.16\|4.24\|4.01\|1296642;2026-06-25\|3.94\|-3.43\|4.05\|4.06\|3.81\|1543964;2026-06-26\|3.55\|-9.90\|3.85\|3.87\|3.55\|1579137;2026-06-29\|3.27\|-7.89\|3.42\|3.49\|3.21\|1360503;2026-06-30\|3.31\|1.22\|3.37\|3.50\|3.28\|1029185;2026-07-01\|3.32\|0.30\|3.28\|3.34\|3.16\|1123440;2026-07-02\|3.21\|-3.31\|3.24\|3.33\|3.20\|791764;2026-07-03\|3.24\|0.93\|3.22\|3.29\|3.20\|621410;2026-07-06\|3.08\|-4.94\|3.24\|3.26\|3.08\|756308;2026-07-07\|3.11\|0.97\|3.11\|3.18\|3.05\|536561;2026-07-08\|2.95\|-5.14\|3.09\|3.10\|2.93\|613624;2026-07-09\|2.88\|-2.37\|2.93\|2.95\|2.78\|718963;2026-07-10\|2.90\|0.69\|2.88\|2.97\|2.86\|579580;2026-07-13\|2.70\|-6.90\|2.87\|2.88\|2.68\|632182;2026-07-14\|2.80\|3.70\|2.70\|2.80\|2.66\|588088;2026-07-15\|2.82\|0.71\|2.80\|2.89\|2.78\|533837;2026-07-16\|2.80\|-0.71\|2.80\|2.85\|2.75\|433194;2026-07-17\|2.72\|-2.86\|2.80\|2.88\|2.71\|600115;2026-07-20\|2.71\|-0.37\|2.75\|2.80\|2.67\|543582;2026-07-21\|2.70\|-0.37\|2.70\|2.72\|2.56\|615265;2026-07-22\|2.70\|0.00\|2.67\|2.76\|2.66\|406054;2026-07-23\|2.82\|4.44\|2.70\|2.82\|2.68\|725930;2026-07-24\|2.75\|-2.48\|2.79\|2.85\|2.74\|524870
12397	广期所碳酸锂主力合约突破16万元/吨	一季度扭亏+电解液涨价+宁德时代行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日公告，公司一季度实现营业收入22.30亿元，同比增长40.45%；归母净利润2.82亿元，同比扭亏为盈，主因锂离子电池相关材料平均售价同比上涨47.48%，毛利显著改善。 2、据2025年年报，公司电解液销量同比增长117.9%，对宁德时代销量增长139.7%，并与比亚迪等头部客户深化合作，形成稳定的高端客户结构。 3、据2025年年报，公司具备五大碳酸酯溶剂、六氟磷酸锂及添加剂自产能力，95%以上原材料自给，东营、武汉等四大基地协同，巩固电解液+溶剂“双龙头”地位。	目前电解液行业唯一将上游延伸至环氧丙烷的，全球拥有EC 20万吨产能	2026-03-17\|73.65\|-1.80\|74.00\|77.30\|72.41\|153739;2026-03-18\|71.70\|-2.65\|72.67\|73.62\|70.60\|101596;2026-03-19\|68.55\|-4.39\|71.14\|71.90\|68.00\|88255;2026-03-20\|75.41\|10.01\|69.03\|75.41\|69.03\|188317;2026-03-23\|75.56\|0.20\|75.41\|79.50\|73.91\|302611;2026-03-24\|78.40\|3.76\|76.90\|80.49\|75.88\|208927;2026-03-25\|77.56\|-1.07\|78.39\|79.06\|75.21\|198670;2026-03-26\|85.32\|10.01\|76.75\|85.32\|76.71\|240728;2026-03-27\|93.85\|10.00\|84.02\|93.85\|83.00\|320152;2026-03-30\|93.06\|-0.84\|94.79\|95.96\|90.12\|269634;2026-03-31\|86.65\|-6.89\|92.62\|94.80\|86.30\|265898;2026-04-01\|85.93\|-0.83\|87.51\|89.50\|84.24\|197890;2026-04-02\|86.27\|0.40\|85.60\|88.58\|84.67\|197499;2026-04-03\|80.75\|-6.40\|84.87\|86.10\|78.00\|217507;2026-04-07\|81.25\|0.62\|82.00\|82.67\|79.60\|125051;2026-04-08\|80.00\|-1.54\|80.95\|82.00\|79.42\|175691;2026-04-09\|77.42\|-3.23\|80.17\|81.00\|76.00\|167098;2026-04-10\|85.16\|10.00\|78.11\|85.16\|77.77\|275125;2026-04-13\|89.56\|5.17\|85.00\|91.15\|84.77\|273936;2026-04-14\|98.52\|10.00\|95.00\|98.52\|94.02\|143381;2026-04-15\|98.65\|0.13\|104.00\|108.02\|97.98\|400321;2026-04-16\|97.47\|-1.20\|98.92\|101.00\|97.04\|252317;2026-04-17\|98.05\|0.60\|97.98\|103.66\|97.50\|216411;2026-04-20\|96.11\|-1.98\|98.00\|99.88\|95.80\|162228;2026-04-21\|99.14\|3.15\|97.50\|100.38\|94.06\|229680;2026-04-22\|104.84\|5.75\|99.15\|105.83\|99.06\|232747;2026-04-23\|102.76\|-1.98\|104.00\|108.80\|100.00\|208761;2026-04-24\|104.06\|1.27\|101.20\|105.75\|99.50\|215875;2026-04-27\|109.30\|5.04\|104.06\|112.77\|103.33\|229562;2026-04-28\|108.41\|-0.81\|107.12\|111.09\|104.86\|226929;2026-04-29\|119.25\|10.00\|106.44\|119.25\|102.50\|277324;2026-04-30\|114.92\|-3.63\|120.00\|122.16\|114.50\|274043;2026-05-06\|120.40\|4.77\|115.66\|121.92\|115.66\|268436;2026-05-07\|108.58\|-9.82\|119.92\|120.40\|108.36\|352275;2026-05-08\|103.92\|-4.29\|108.48\|112.78\|103.02\|250149;2026-05-11\|104.66\|0.71\|104.53\|105.94\|102.80\|197831;2026-05-12\|103.88\|-0.75\|104.66\|106.63\|101.15\|169122;2026-05-13\|102.14\|-1.68\|102.20\|103.65\|100.21\|154783;2026-05-14\|97.40\|-4.64\|101.18\|104.60\|97.00\|175475;2026-05-15\|100.65\|3.34\|97.92\|103.00\|97.50\|182722;2026-05-18\|99.90\|-0.75\|98.00\|101.19\|95.46\|130176;2026-05-19\|97.15\|-2.75\|98.87\|99.80\|95.50\|127046;2026-05-20\|100.98\|3.94\|96.57\|101.76\|95.60\|179195;2026-05-21\|98.00\|-2.95\|101.52\|104.80\|97.43\|176526;2026-05-22\|97.21\|-0.77\|97.90\|97.96\|93.77\|122426;2026-05-25\|93.69\|-3.62\|97.15\|97.48\|92.40\|151343;2026-05-26\|91.79\|-2.03\|93.50\|94.21\|90.60\|108907;2026-05-27\|90.91\|-0.96\|91.77\|94.65\|90.00\|115196;2026-05-28\|90.06\|-0.94\|90.90\|92.74\|88.26\|90816;2026-05-29\|87.69\|-2.63\|90.22\|90.99\|87.02\|98605;2026-06-01\|89.55\|2.12\|88.10\|92.80\|87.83\|117249;2026-06-02\|87.51\|-2.28\|89.50\|89.55\|86.00\|98239;2026-06-03\|86.80\|-0.81\|87.00\|88.01\|85.90\|74125;2026-06-04\|84.00\|-3.23\|86.00\|86.00\|83.60\|95199;2026-06-05\|83.78\|-0.26\|84.00\|85.66\|82.08\|92510;2026-06-08\|79.30\|-5.35\|81.67\|83.78\|78.00\|100210;2026-06-09\|81.02\|2.17\|80.00\|81.88\|78.70\|93163;2026-06-10\|81.51\|0.60\|80.40\|83.33\|80.34\|76062;2026-06-11\|81.88\|0.45\|81.33\|84.78\|80.08\|127057;2026-06-12\|86.35\|5.46\|82.00\|87.34\|81.18\|194216;2026-06-15\|85.60\|-0.87\|86.65\|87.97\|83.88\|188377;2026-06-16\|91.05\|6.37\|85.65\|93.20\|84.21\|206506;2026-06-17\|96.48\|5.96\|89.32\|100.00\|89.05\|222455;2026-06-18\|92.70\|-3.92\|95.00\|97.36\|92.10\|178623;2026-06-22\|95.58\|3.11\|90.00\|96.83\|83.43\|233098;2026-06-23\|99.21\|3.80\|93.53\|99.28\|91.38\|221898;2026-06-24\|99.20\|-0.01\|100.28\|104.00\|95.97\|228879;2026-06-25\|93.78\|-5.46\|96.33\|98.80\|93.00\|200107;2026-06-26\|86.76\|-7.49\|93.70\|95.53\|86.00\|157688;2026-06-29\|87.70\|1.08\|85.03\|89.59\|84.72\|114819;2026-06-30\|89.37\|1.90\|86.55\|89.88\|85.50\|124014;2026-07-01\|91.39\|2.26\|89.90\|92.74\|85.68\|169727;2026-07-02\|94.80\|3.73\|90.20\|95.89\|89.56\|164092;2026-07-03\|89.88\|-5.19\|93.86\|93.86\|89.80\|137177;2026-07-06\|80.89\|-10.00\|86.00\|88.99\|80.89\|144478;2026-07-07\|80.40\|-0.61\|80.08\|82.90\|77.35\|117149;2026-07-08\|72.36\|-10.00\|79.13\|79.58\|72.36\|127023;2026-07-09\|70.80\|-2.16\|74.64\|74.70\|67.99\|173005;2026-07-10\|68.66\|-3.02\|70.80\|72.36\|68.61\|116565;2026-07-13\|65.54\|-4.54\|66.14\|68.14\|64.99\|111129;2026-07-14\|65.56\|0.03\|65.54\|66.00\|63.72\|81487;2026-07-15\|63.73\|-2.79\|66.00\|66.17\|63.40\|75296;2026-07-16\|62.00\|-2.71\|62.91\|64.08\|61.66\|67839;2026-07-17\|60.00\|-3.23\|62.00\|62.34\|59.60\|82420;2026-07-20\|56.01\|-6.65\|60.50\|60.88\|54.95\|116704;2026-07-21\|58.77\|4.93\|56.61\|58.88\|54.58\|115634;2026-07-22\|57.11\|-2.82\|58.51\|59.13\|56.80\|86196;2026-07-23\|62.82\|10.00\|57.00\|62.82\|56.82\|152642;2026-07-24\|62.03\|-1.26\|62.29\|65.49\|61.84\|191381
12396	广期所碳酸锂主力合约突破16万元/吨	锂矿+锂电池负极材料+一季报增长行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年3月24日年报，公司主营业务为锂矿采选，拥有国内持续在产的锂辉石大型矿山——康定市甲基卡锂辉石矿134号脉采矿权，具备资源储备和成本竞争优势。 2、据2026年4月28日公告，公司2026年一季度实现营业收入3.76亿元，同比增长295.77%；归母净利润2.78亿元，同比增长1296.26%。 3、据2026年3月24日公告，公司拟投资建设锂电池负极材料项目，已通过董事会审议，旨在进一步完善锂电池材料上下游产业链规划，打造链条化的新能源产业格局。	国内锂电材料全产业链领军企业；目前公司采矿产能为105万吨/年，选矿产能为45万吨/年，计划建设鸳鸯坝250万吨/年锂矿精选项目	2026-03-17\|56.69\|-2.12\|58.00\|58.85\|56.61\|116208;2026-03-18\|55.70\|-1.75\|56.87\|57.22\|54.80\|86971;2026-03-19\|52.32\|-6.07\|54.87\|55.06\|51.90\|116793;2026-03-20\|53.08\|1.45\|53.00\|56.15\|52.21\|155222;2026-03-23\|53.27\|0.36\|51.99\|55.98\|51.90\|150373;2026-03-24\|58.60\|10.01\|57.41\|58.60\|56.66\|294520;2026-03-25\|64.46\|10.00\|63.00\|64.46\|62.60\|381633;2026-03-26\|70.91\|10.01\|67.06\|70.91\|65.62\|406672;2026-03-27\|78.00\|10.00\|73.33\|78.00\|72.72\|421223;2026-03-30\|81.98\|5.10\|83.35\|84.44\|80.03\|630410;2026-03-31\|76.28\|-6.95\|82.24\|82.80\|75.60\|520137;2026-04-01\|70.63\|-7.41\|75.00\|75.71\|70.25\|445671;2026-04-02\|72.32\|2.39\|70.67\|75.55\|69.11\|450096;2026-04-03\|71.29\|-1.42\|73.20\|73.40\|67.63\|328106;2026-04-07\|71.28\|-0.01\|71.43\|72.98\|70.07\|228881;2026-04-08\|71.68\|0.56\|69.92\|71.72\|68.00\|295555;2026-04-09\|73.05\|1.91\|71.96\|75.78\|69.50\|391695;2026-04-10\|73.17\|0.16\|73.00\|76.00\|71.88\|441340;2026-04-13\|78.32\|7.04\|72.93\|79.74\|72.69\|476565;2026-04-14\|79.50\|1.51\|77.54\|79.74\|76.35\|354159;2026-04-15\|75.28\|-5.31\|79.80\|80.15\|74.62\|340047;2026-04-16\|80.02\|6.30\|76.29\|81.80\|75.00\|371898;2026-04-17\|84.55\|5.66\|80.06\|88.02\|80.06\|409226;2026-04-20\|82.33\|-2.63\|85.14\|87.58\|81.50\|303919;2026-04-21\|80.67\|-2.02\|82.65\|84.88\|80.08\|333064;2026-04-22\|81.55\|1.09\|80.15\|82.00\|79.18\|241432;2026-04-23\|78.44\|-3.81\|81.35\|81.44\|77.56\|220384;2026-04-24\|86.28\|9.99\|78.97\|86.28\|78.00\|296814;2026-04-27\|90.42\|4.80\|89.03\|94.79\|88.39\|419317;2026-04-28\|90.26\|-0.18\|90.93\|93.00\|87.01\|340130;2026-04-29\|99.29\|10.00\|90.44\|99.29\|88.88\|399813;2026-04-30\|109.22\|10.00\|103.85\|109.22\|102.10\|338496;2026-05-06\|111.18\|1.79\|115.00\|115.00\|107.31\|475728;2026-05-07\|105.10\|-5.47\|111.18\|111.18\|103.08\|413040;2026-05-08\|99.10\|-5.71\|105.80\|108.66\|98.82\|438136;2026-05-11\|102.07\|3.00\|99.96\|102.07\|97.68\|396742;2026-05-12\|100.62\|-1.42\|101.63\|102.00\|96.68\|355596;2026-05-13\|97.50\|-3.10\|99.01\|102.78\|96.70\|331689;2026-05-14\|93.04\|-4.57\|96.50\|98.20\|93.04\|293120;2026-05-15\|91.66\|-1.48\|92.72\|95.27\|90.86\|286393;2026-05-18\|91.08\|-0.63\|90.99\|93.19\|89.49\|205171;2026-05-19\|87.85\|-3.55\|90.06\|90.70\|86.61\|208910;2026-05-20\|90.42\|2.93\|86.66\|91.79\|86.00\|299083;2026-05-21\|85.79\|-5.12\|90.40\|91.27\|85.66\|236770;2026-05-22\|85.54\|-0.29\|85.94\|87.00\|83.56\|179852;2026-05-25\|84.33\|-1.41\|86.16\|87.50\|83.88\|190044;2026-05-26\|83.10\|-1.46\|82.34\|84.50\|80.53\|199849;2026-05-27\|82.84\|-0.31\|83.00\|87.20\|82.01\|260109;2026-05-28\|81.81\|-1.24\|84.00\|85.60\|79.28\|190473;2026-05-29\|81.10\|-0.87\|82.30\|84.81\|80.30\|204932;2026-06-01\|81.52\|0.52\|80.05\|83.86\|79.50\|175071;2026-06-02\|80.34\|-1.45\|81.05\|81.79\|77.40\|179191;2026-06-03\|79.06\|-1.59\|79.30\|80.83\|78.28\|164962;2026-06-04\|76.10\|-3.74\|78.40\|78.70\|75.82\|181031;2026-06-05\|76.79\|0.91\|75.90\|79.50\|73.28\|225294;2026-06-08\|74.10\|-3.50\|75.19\|78.85\|72.59\|174009;2026-06-09\|78.89\|6.46\|75.43\|79.87\|74.30\|243363;2026-06-10\|79.19\|0.38\|79.08\|81.50\|77.85\|267062;2026-06-11\|83.55\|5.51\|79.19\|85.50\|78.01\|379011;2026-06-12\|89.74\|7.41\|83.66\|91.67\|82.50\|462704;2026-06-15\|90.90\|1.29\|90.00\|92.15\|86.00\|418473;2026-06-16\|88.13\|-3.05\|88.45\|91.00\|87.02\|301955;2026-06-17\|89.17\|1.18\|87.99\|92.56\|87.07\|290473;2026-06-18\|87.09\|-2.33\|86.20\|90.86\|85.20\|287307;2026-06-22\|89.88\|3.20\|82.55\|90.34\|79.00\|364580;2026-06-23\|84.90\|-5.54\|88.00\|89.52\|84.44\|218878;2026-06-24\|93.39\|10.00\|84.92\|93.39\|82.89\|305257;2026-06-25\|91.90\|-1.60\|96.11\|98.04\|91.51\|360585;2026-06-26\|82.71\|-10.00\|91.90\|92.98\|82.71\|307236;2026-06-29\|85.09\|2.88\|81.00\|86.90\|77.34\|301631;2026-06-30\|89.40\|5.07\|85.09\|91.81\|83.52\|271228;2026-07-01\|94.16\|5.32\|89.40\|95.73\|85.80\|358518;2026-07-02\|90.35\|-4.05\|93.77\|94.89\|90.00\|231703;2026-07-03\|91.59\|1.62\|93.34\|95.86\|90.10\|289870;2026-07-06\|94.40\|3.07\|89.00\|98.50\|87.80\|305350;2026-07-07\|97.60\|3.39\|97.97\|101.00\|96.10\|341911;2026-07-08\|87.84\|-10.00\|95.76\|96.57\|87.84\|263767;2026-07-09\|79.06\|-10.00\|82.00\|84.00\|79.06\|129508;2026-07-10\|71.15\|-10.01\|74.00\|74.88\|71.15\|369727;2026-07-13\|72.40\|1.76\|72.70\|73.06\|68.74\|310173;2026-07-14\|70.48\|-2.65\|71.01\|72.00\|67.00\|264776;2026-07-15\|66.42\|-5.76\|70.83\|71.92\|66.39\|239572;2026-07-16\|66.99\|0.86\|65.70\|69.06\|63.95\|263107;2026-07-17\|62.30\|-7.00\|66.00\|68.19\|62.04\|230520;2026-07-20\|56.07\|-10.00\|62.64\|62.69\|56.07\|273587;2026-07-21\|58.23\|3.85\|56.19\|58.48\|53.65\|250081;2026-07-22\|60.40\|3.73\|57.89\|61.40\|57.79\|229270;2026-07-23\|64.30\|6.46\|61.27\|65.60\|60.74\|283139;2026-07-24\|61.41\|-4.49\|62.86\|64.27\|61.38\|190400
12395	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：创新药出海BD总额突破571亿美元，临床CRO龙头迎来估值重估；涨停缘由：国内CRO龙头，AI医疗平台‘医雅大模型’加速商业化落地，提升服务附加值；资金逻辑：医药板块资金回流龙头，该股获多家机构上调评级，主力净流入居行业前列；风险提示：全球投融资环境波动影响Biotech客户预算，订单增长可持续性需跟踪	国内临床试验CRO企业龙头；子公司泰雅科技以开源模型Qwen2.5为基座，打造了面向医学领域一站式的AI产品泰雅大模型医疗场景解决方案（医雅AI大模型平台）	2026-03-17\|52.95\|-2.56\|54.60\|54.96\|52.88\|100297;2026-03-18\|52.99\|0.08\|52.98\|53.15\|52.30\|76984;2026-03-19\|51.17\|-3.43\|52.37\|52.50\|50.97\|87911;2026-03-20\|50.21\|-1.88\|51.19\|51.54\|50.07\|115343;2026-03-23\|47.54\|-5.32\|49.78\|49.94\|47.13\|134001;2026-03-24\|48.80\|2.65\|48.50\|48.80\|48.00\|101102;2026-03-25\|50.48\|3.44\|49.00\|51.00\|48.93\|100537;2026-03-26\|50.78\|0.59\|50.40\|52.17\|50.39\|103092;2026-03-27\|53.45\|5.26\|50.40\|53.65\|50.06\|150599;2026-03-30\|52.68\|-1.44\|52.88\|54.09\|52.45\|125674;2026-03-31\|53.83\|2.18\|53.11\|55.98\|52.92\|215282;2026-04-01\|57.05\|5.98\|54.85\|57.45\|54.06\|212540;2026-04-02\|56.30\|-1.31\|56.60\|57.20\|56.03\|133001;2026-04-03\|55.30\|-1.78\|55.55\|56.28\|54.52\|114082;2026-04-07\|55.43\|0.24\|55.60\|56.42\|53.84\|98425;2026-04-08\|56.04\|1.10\|56.78\|56.95\|54.70\|131800;2026-04-09\|55.80\|-0.43\|55.72\|57.06\|55.43\|102814;2026-04-10\|57.86\|3.69\|55.80\|58.33\|55.55\|165039;2026-04-13\|56.06\|-3.11\|57.33\|57.60\|55.86\|91120;2026-04-14\|59.45\|6.05\|56.29\|59.72\|55.81\|142757;2026-04-15\|59.05\|-0.67\|60.80\|60.91\|57.90\|158219;2026-04-16\|58.62\|-0.73\|59.03\|59.15\|57.88\|85825;2026-04-17\|57.60\|-1.74\|58.63\|58.63\|56.69\|117393;2026-04-20\|58.67\|1.86\|57.49\|59.34\|57.47\|115301;2026-04-21\|57.18\|-2.54\|58.04\|59.03\|57.07\|90467;2026-04-22\|57.39\|0.37\|57.00\|57.82\|56.81\|71086;2026-04-23\|56.11\|-2.23\|57.30\|57.74\|55.55\|93765;2026-04-24\|56.02\|-0.16\|55.80\|57.30\|55.00\|97693;2026-04-27\|56.86\|1.50\|55.80\|57.15\|55.11\|112168;2026-04-28\|58.39\|2.69\|56.86\|59.50\|56.86\|181317;2026-04-29\|56.38\|-3.44\|55.80\|56.77\|54.38\|234972;2026-04-30\|55.20\|-2.09\|55.55\|56.59\|54.27\|163598;2026-05-06\|53.98\|-2.21\|54.50\|55.00\|51.80\|203438;2026-05-07\|53.13\|-1.57\|53.65\|54.18\|52.92\|123753;2026-05-08\|51.16\|-3.71\|53.00\|53.25\|51.15\|143417;2026-05-11\|52.40\|2.42\|51.20\|52.67\|50.69\|133358;2026-05-12\|51.53\|-1.66\|52.00\|52.47\|51.22\|103364;2026-05-13\|49.09\|-4.74\|48.88\|49.98\|45.23\|453120;2026-05-14\|47.96\|-2.30\|48.98\|50.20\|47.70\|196505;2026-05-15\|46.76\|-2.50\|47.95\|48.36\|46.32\|177648;2026-05-18\|46.11\|-1.39\|46.74\|46.79\|45.76\|119626;2026-05-19\|45.61\|-1.08\|46.00\|46.40\|44.49\|131012;2026-05-20\|44.89\|-1.58\|45.51\|45.70\|44.60\|83912;2026-05-21\|45.47\|1.29\|44.98\|46.97\|44.90\|148738;2026-05-22\|42.32\|-6.93\|45.64\|45.97\|41.61\|314085;2026-05-25\|42.30\|-0.05\|41.93\|42.53\|41.20\|166535;2026-05-26\|40.87\|-3.38\|42.47\|42.49\|40.15\|188155;2026-05-27\|39.70\|-2.86\|40.87\|40.87\|38.80\|209660;2026-05-28\|39.24\|-1.16\|39.78\|41.55\|39.24\|153658;2026-05-29\|39.45\|0.54\|39.82\|40.76\|38.90\|170882;2026-06-01\|39.44\|-0.03\|39.14\|39.68\|38.60\|147388;2026-06-02\|39.19\|-0.63\|39.70\|40.08\|38.92\|128973;2026-06-03\|39.37\|0.46\|39.19\|40.08\|38.65\|143956;2026-06-04\|39.58\|0.53\|39.42\|39.89\|39.01\|126683;2026-06-05\|38.92\|-1.67\|39.86\|40.69\|38.73\|185586;2026-06-08\|36.17\|-7.07\|38.26\|38.97\|36.05\|216102;2026-06-09\|37.01\|2.32\|36.49\|37.97\|35.57\|165016;2026-06-10\|38.76\|4.73\|36.65\|39.66\|36.64\|198400;2026-06-11\|39.70\|2.43\|38.11\|40.60\|37.80\|263060;2026-06-12\|39.82\|0.30\|39.83\|40.25\|38.39\|291741;2026-06-15\|39.40\|-1.05\|39.48\|39.77\|38.31\|255840;2026-06-16\|39.36\|-0.10\|39.19\|39.83\|38.50\|192075;2026-06-17\|40.19\|2.11\|39.39\|40.50\|38.69\|182153;2026-06-18\|40.12\|-0.17\|40.00\|40.88\|39.30\|193551;2026-06-22\|41.20\|2.69\|39.67\|41.35\|38.72\|212700;2026-06-23\|41.08\|-0.29\|40.73\|43.48\|40.57\|271582;2026-06-24\|43.38\|5.60\|41.64\|44.68\|41.33\|384930;2026-06-25\|43.86\|1.11\|42.39\|44.97\|41.65\|299270;2026-06-26\|45.05\|2.71\|43.59\|45.98\|43.42\|277513;2026-06-29\|49.16\|9.12\|45.07\|50.10\|43.58\|400585;2026-06-30\|48.00\|-2.36\|48.00\|48.80\|47.22\|278396;2026-07-01\|47.48\|-1.08\|47.04\|49.75\|45.01\|330404;2026-07-02\|45.46\|-4.25\|47.02\|48.35\|45.32\|231181;2026-07-03\|46.93\|3.23\|45.87\|47.12\|44.96\|194075;2026-07-06\|48.90\|4.20\|46.21\|50.66\|46.10\|285191;2026-07-07\|46.30\|-5.32\|48.00\|48.51\|46.06\|180648;2026-07-08\|43.12\|-6.87\|46.10\|47.44\|43.07\|228769;2026-07-09\|43.57\|1.04\|42.85\|45.18\|42.20\|208507;2026-07-10\|47.27\|8.79\|42.80\|48.80\|42.30\|340728;2026-07-13\|45.91\|-2.88\|47.27\|47.28\|45.25\|218231;2026-07-14\|48.70\|6.08\|45.91\|48.80\|44.39\|275426;2026-07-15\|51.90\|6.57\|47.98\|53.44\|47.88\|400257;2026-07-16\|53.99\|4.03\|50.90\|55.53\|49.96\|375708;2026-07-17\|49.02\|-9.21\|52.51\|53.35\|47.85\|326234;2026-07-20\|49.06\|0.08\|48.36\|51.32\|47.95\|291810;2026-07-21\|50.18\|2.28\|48.08\|50.45\|46.00\|287201;2026-07-22\|49.29\|-1.77\|49.09\|51.41\|48.50\|209740;2026-07-23\|48.27\|-2.07\|48.70\|49.84\|47.20\|176002;2026-07-24\|46.95\|-2.73\|48.00\|50.48\|46.63\|234244
12394	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：国产减肥针放量+创新药出海双驱动；涨停缘由：利拉鲁肽减重适应症线上首发引爆市场，叠加创新药出海BD总额达571亿美元；公司利拉鲁肽成为国内首款获批减重适应症的GLP-1抑制剂，线上渠道快速铺货；2026年创新药出海BD总包达571亿美元，公司多款ADC及双抗管线处于临床II期；医美板块同步增长，伊妍仕2026Q1收入同比+42%；资金逻辑：医药权重股资金回流，3月27日涨停获机构席位大额买入，融资余额单周增长12%；风险提示：GLP-1类药品集采预期升温，若纳入谈判目录将影响定价；海外临床进展存在不确定性	公司利拉鲁肽糖尿病适应症产品已在线上首发，该产品成为了国内首款获批减重适应症的GLP-1抑制剂，即俗称的国产“减肥针”	2026-03-17\|36.05\|1.64\|35.48\|36.43\|35.38\|148956;2026-03-18\|36.12\|0.19\|35.91\|36.37\|35.60\|86757;2026-03-19\|35.64\|-1.33\|35.75\|36.20\|35.45\|89715;2026-03-20\|34.97\|-1.88\|35.60\|35.82\|34.80\|85257;2026-03-23\|33.56\|-4.03\|34.55\|34.60\|33.29\|123703;2026-03-24\|33.87\|0.92\|33.93\|34.21\|33.52\|86372;2026-03-25\|34.16\|0.86\|33.87\|34.25\|33.85\|55334;2026-03-26\|33.50\|-1.93\|34.08\|34.71\|33.42\|77529;2026-03-27\|35.48\|5.91\|33.20\|35.53\|33.10\|194589;2026-03-30\|35.57\|0.25\|35.31\|35.84\|35.20\|101990;2026-03-31\|35.32\|-0.70\|35.60\|36.28\|35.32\|94636;2026-04-01\|36.34\|2.89\|35.80\|36.50\|35.36\|185919;2026-04-02\|36.88\|1.49\|36.34\|37.16\|36.25\|193813;2026-04-03\|36.29\|-1.60\|36.30\|36.60\|36.04\|115373;2026-04-07\|35.94\|-0.96\|36.38\|36.48\|35.63\|88812;2026-04-08\|36.25\|0.86\|36.60\|36.62\|35.70\|125180;2026-04-09\|35.95\|-0.83\|36.09\|36.43\|35.66\|128895;2026-04-10\|36.05\|0.28\|35.87\|36.50\|35.81\|108243;2026-04-13\|34.93\|-3.11\|35.86\|36.00\|34.92\|117512;2026-04-14\|35.00\|0.20\|35.01\|35.10\|34.37\|99591;2026-04-15\|35.67\|1.91\|35.78\|35.93\|35.30\|157556;2026-04-16\|35.29\|-1.07\|35.46\|35.46\|34.88\|107025;2026-04-17\|34.45\|-2.38\|35.13\|35.21\|34.40\|111545;2026-04-20\|34.43\|-0.06\|34.35\|34.53\|34.22\|75787;2026-04-21\|34.07\|-1.05\|34.43\|34.77\|34.04\|76479;2026-04-22\|34.16\|0.26\|33.99\|34.26\|33.96\|62369;2026-04-23\|34.09\|-0.20\|34.18\|34.58\|34.00\|107792;2026-04-24\|35.18\|3.20\|34.35\|35.59\|34.19\|238164;2026-04-27\|34.21\|-2.76\|35.01\|35.10\|34.07\|151371;2026-04-28\|33.75\|-1.34\|34.28\|34.80\|33.62\|177249;2026-04-29\|33.54\|-0.62\|33.71\|33.72\|33.13\|142094;2026-04-30\|33.35\|-0.57\|33.52\|33.59\|33.20\|132155;2026-05-06\|33.30\|-0.15\|33.20\|33.35\|33.11\|143224;2026-05-07\|33.30\|0.00\|33.40\|33.47\|33.28\|111904;2026-05-08\|33.26\|-0.12\|33.31\|33.36\|33.19\|66671;2026-05-11\|33.43\|0.51\|33.20\|33.56\|33.00\|186957;2026-05-12\|33.56\|0.39\|33.32\|34.10\|33.10\|202116;2026-05-13\|33.27\|-0.86\|33.59\|33.59\|33.20\|108102;2026-05-14\|32.80\|-1.41\|33.27\|33.37\|32.80\|115528;2026-05-15\|31.30\|-4.57\|32.65\|32.78\|31.06\|206639;2026-05-18\|30.11\|-3.80\|31.00\|31.00\|29.80\|191073;2026-05-19\|30.13\|0.07\|30.06\|30.52\|29.99\|95858;2026-05-20\|29.64\|-1.63\|30.01\|30.01\|29.38\|133904;2026-05-21\|29.64\|0.00\|29.65\|30.12\|29.59\|141118;2026-05-22\|29.22\|-1.42\|29.65\|29.83\|28.92\|133699;2026-05-25\|29.13\|-0.31\|29.13\|29.36\|29.00\|79086;2026-05-26\|29.20\|0.24\|29.03\|29.38\|28.90\|102072;2026-05-27\|29.39\|0.65\|29.05\|29.62\|28.72\|126960;2026-05-28\|28.82\|-1.94\|29.13\|29.43\|28.53\|119962;2026-05-29\|29.02\|0.69\|28.80\|29.74\|28.76\|205492;2026-06-01\|29.06\|0.14\|29.15\|29.42\|28.84\|118118;2026-06-02\|29.00\|-0.21\|29.00\|29.12\|28.71\|88778;2026-06-03\|28.22\|-2.69\|28.90\|28.93\|28.10\|150098;2026-06-04\|27.84\|-1.35\|28.05\|28.40\|27.80\|94115;2026-06-05\|28.42\|2.08\|28.26\|28.68\|28.13\|150974;2026-06-08\|27.69\|-2.57\|28.30\|28.71\|27.52\|137052;2026-06-09\|27.90\|0.76\|27.69\|28.13\|27.48\|89326;2026-06-10\|28.62\|4.76\|27.32\|28.70\|27.30\|202354;2026-06-11\|29.13\|1.78\|28.38\|29.35\|28.28\|170029;2026-06-12\|29.11\|-0.07\|28.89\|29.46\|28.45\|154579;2026-06-15\|29.00\|-0.38\|29.07\|29.17\|28.80\|97156;2026-06-16\|28.26\|-2.55\|28.95\|28.96\|28.20\|119946;2026-06-17\|27.70\|-1.98\|28.18\|28.29\|27.58\|122643;2026-06-18\|28.34\|2.31\|27.61\|28.95\|27.49\|157115;2026-06-22\|28.78\|1.55\|28.13\|28.78\|27.41\|153581;2026-06-23\|28.92\|0.49\|28.70\|29.70\|28.60\|214061;2026-06-24\|28.25\|-2.32\|29.00\|29.55\|28.18\|247350;2026-06-25\|27.89\|-1.27\|28.00\|28.20\|27.08\|226592;2026-06-26\|26.41\|-5.31\|27.89\|28.33\|26.41\|234096;2026-06-29\|28.72\|8.75\|26.07\|28.74\|25.63\|379374;2026-06-30\|28.12\|-2.09\|28.62\|28.63\|27.39\|298197;2026-07-01\|29.57\|5.16\|28.18\|29.74\|27.51\|352623;2026-07-02\|29.49\|-0.27\|29.51\|30.26\|29.35\|285182;2026-07-03\|30.05\|1.90\|29.99\|30.30\|29.24\|267911;2026-07-06\|30.44\|1.30\|29.94\|31.13\|29.61\|344111;2026-07-07\|29.23\|-3.98\|30.28\|30.30\|29.11\|252705;2026-07-08\|28.93\|-1.03\|29.30\|29.81\|28.92\|173116;2026-07-09\|28.81\|-0.41\|28.70\|29.48\|28.24\|187119;2026-07-10\|29.38\|1.98\|28.52\|29.75\|28.04\|267441;2026-07-13\|29.16\|-0.75\|29.16\|29.47\|28.85\|184544;2026-07-14\|29.94\|2.67\|29.16\|30.12\|28.71\|258362;2026-07-15\|31.43\|4.98\|29.80\|32.02\|29.71\|451629;2026-07-16\|31.96\|1.69\|30.96\|32.50\|30.82\|393331;2026-07-17\|30.10\|-5.82\|31.64\|31.90\|29.93\|372985;2026-07-20\|31.34\|4.12\|30.00\|31.35\|29.92\|309660;2026-07-21\|30.89\|-1.44\|31.16\|31.53\|30.30\|295774;2026-07-22\|30.80\|-0.29\|30.52\|31.33\|30.50\|245779;2026-07-23\|30.39\|-1.33\|30.33\|30.50\|29.97\|224542;2026-07-24\|28.58\|-5.96\|30.00\|30.37\|28.56\|315119
12393	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：2025年净利润同比增长21.69%，海外BD总额达571亿美元创历史新高，国际化成果持续兑现；涨停缘由：2025年净利润同比增长21.69%；全年创新药海外授权交易金额达571亿美元；多款1类新药处于国际III期临床或申报阶段；资金逻辑：医药板块估值修复叠加出海确定性增强，外资与机构资金回流头部创新药企；风险提示：海外临床失败或监管政策变动可能影响后续BD节奏	公司25年净利润同比增长21.69%，创新药销售收入和海外授权交易是推动业绩再创新高的主要动因	2026-03-17\|56.30\|1.28\|55.69\|57.44\|55.38\|504111;2026-03-18\|56.88\|1.03\|56.26\|57.08\|56.02\|393793;2026-03-19\|56.02\|-1.51\|56.17\|57.03\|55.91\|343647;2026-03-20\|55.14\|-1.57\|56.19\|56.76\|55.05\|347395;2026-03-23\|52.78\|-4.28\|54.18\|54.35\|52.41\|487702;2026-03-24\|53.64\|1.63\|53.27\|53.74\|52.81\|348355;2026-03-25\|54.10\|0.86\|54.00\|54.86\|53.84\|411526;2026-03-26\|51.63\|-4.57\|53.28\|54.10\|51.54\|649417;2026-03-27\|55.18\|6.88\|51.30\|55.48\|51.11\|991196;2026-03-30\|55.76\|1.05\|54.73\|56.10\|54.61\|697271;2026-03-31\|55.22\|-0.97\|55.86\|57.38\|55.20\|692924;2026-04-01\|57.73\|4.55\|56.03\|57.78\|55.60\|1005517;2026-04-02\|57.37\|-0.62\|57.74\|58.35\|57.01\|765170;2026-04-03\|56.38\|-1.73\|56.98\|56.99\|56.10\|454916;2026-04-07\|56.12\|-0.46\|56.51\|56.85\|55.00\|401467;2026-04-08\|57.45\|2.37\|57.01\|57.64\|55.91\|734463;2026-04-09\|56.96\|-0.85\|56.92\|57.97\|56.71\|480755;2026-04-10\|57.06\|0.18\|57.50\|58.14\|56.80\|587795;2026-04-13\|55.20\|-3.26\|56.60\|56.64\|55.01\|796044;2026-04-14\|56.18\|1.78\|55.35\|56.31\|54.80\|574456;2026-04-15\|57.73\|2.76\|57.94\|58.45\|57.04\|1029480;2026-04-16\|57.47\|-0.45\|57.98\|58.00\|57.02\|576718;2026-04-17\|56.33\|-1.98\|57.20\|57.20\|56.01\|632524;2026-04-20\|56.34\|0.02\|56.33\|56.68\|55.83\|433049;2026-04-21\|55.75\|-1.05\|56.35\|56.76\|55.55\|432751;2026-04-22\|55.44\|-0.56\|55.60\|55.94\|54.94\|523563;2026-04-23\|56.40\|1.73\|56.03\|57.96\|56.03\|963938;2026-04-24\|56.05\|-0.62\|56.50\|56.75\|55.32\|557798;2026-04-27\|55.38\|-1.20\|56.06\|56.07\|55.20\|455530;2026-04-28\|54.84\|-0.98\|55.38\|57.35\|54.80\|903120;2026-04-29\|54.99\|0.27\|54.83\|55.08\|54.20\|591509;2026-04-30\|53.88\|-2.02\|55.04\|55.04\|53.81\|712485;2026-05-06\|53.63\|-0.46\|53.98\|54.11\|53.40\|665748;2026-05-07\|53.68\|0.09\|53.88\|54.43\|53.40\|623452;2026-05-08\|52.80\|-1.64\|53.88\|53.92\|52.68\|802415;2026-05-11\|53.52\|1.36\|52.80\|53.79\|52.12\|1023063;2026-05-12\|56.11\|4.84\|53.53\|58.87\|52.75\|2465400;2026-05-13\|55.86\|-0.45\|56.11\|57.26\|55.66\|1327791;2026-05-14\|54.32\|-2.76\|55.80\|56.74\|54.28\|917227;2026-05-15\|53.99\|-0.61\|54.08\|55.66\|53.75\|765989;2026-05-18\|52.43\|-2.89\|53.78\|53.80\|52.19\|786609;2026-05-19\|51.59\|-1.60\|52.30\|52.91\|51.33\|699095;2026-05-20\|50.95\|-1.24\|51.51\|51.96\|50.38\|827046;2026-05-21\|51.45\|0.98\|51.03\|52.79\|50.88\|994025;2026-05-22\|50.47\|-1.90\|51.55\|51.58\|50.40\|677620;2026-05-25\|49.43\|-2.06\|50.01\|50.02\|49.02\|838355;2026-05-26\|49.20\|-0.47\|49.08\|50.17\|48.80\|713746;2026-05-27\|50.37\|2.80\|48.88\|51.30\|48.45\|961153;2026-05-28\|48.00\|-4.71\|50.06\|50.58\|47.85\|978697;2026-05-29\|50.19\|4.56\|48.02\|50.52\|47.62\|1300405;2026-06-01\|49.17\|-2.03\|50.32\|51.20\|49.00\|946653;2026-06-02\|48.40\|-1.57\|48.82\|49.10\|47.90\|611443;2026-06-03\|47.20\|-2.48\|48.10\|48.18\|47.20\|815364;2026-06-04\|46.63\|-1.21\|47.00\|47.88\|46.51\|639249;2026-06-05\|47.08\|0.96\|47.48\|48.72\|47.00\|930264;2026-06-08\|45.94\|-2.42\|46.60\|47.72\|45.55\|684211;2026-06-09\|46.38\|0.96\|46.34\|46.60\|45.26\|621286;2026-06-10\|47.01\|1.36\|46.10\|47.38\|45.91\|621576;2026-06-11\|46.98\|-0.06\|46.70\|47.20\|46.22\|473374;2026-06-12\|48.49\|3.21\|47.20\|48.95\|46.56\|1002990;2026-06-15\|47.88\|-1.26\|48.44\|48.80\|47.62\|669408;2026-06-16\|47.35\|-1.11\|47.60\|48.09\|47.14\|502935;2026-06-17\|46.99\|-0.76\|47.37\|47.66\|46.78\|518239;2026-06-18\|48.42\|3.04\|46.99\|49.50\|46.61\|1185928;2026-06-22\|49.36\|1.94\|48.20\|49.41\|47.30\|946321;2026-06-23\|48.98\|-0.77\|49.18\|50.92\|48.80\|1075827;2026-06-24\|50.25\|2.59\|48.98\|51.36\|48.93\|1358812;2026-06-25\|50.04\|-0.42\|49.86\|50.80\|48.66\|1051386;2026-06-26\|48.67\|-2.74\|50.46\|50.73\|48.62\|749617;2026-06-29\|52.93\|8.75\|49.01\|53.31\|48.43\|1727562;2026-06-30\|52.04\|-1.68\|52.97\|53.45\|51.70\|1146413;2026-07-01\|53.78\|3.34\|51.61\|54.08\|50.22\|1569308;2026-07-02\|53.49\|-0.54\|53.80\|55.45\|53.09\|1320238;2026-07-03\|54.45\|1.79\|54.55\|55.15\|53.28\|1098671;2026-07-06\|56.77\|4.26\|54.40\|57.77\|53.77\|1796982;2026-07-07\|55.36\|-2.48\|56.40\|56.50\|54.88\|1077221;2026-07-08\|54.01\|-2.44\|55.57\|56.76\|53.99\|957827;2026-07-09\|55.61\|2.96\|53.20\|55.77\|52.85\|1108322;2026-07-10\|55.75\|0.25\|54.60\|57.48\|54.55\|1336189;2026-07-13\|55.75\|0.00\|55.11\|56.22\|54.78\|930293;2026-07-14\|54.82\|-1.67\|55.75\|55.98\|54.27\|966292;2026-07-15\|57.50\|4.89\|54.26\|58.00\|54.26\|1941697;2026-07-16\|55.99\|-2.63\|56.81\|57.40\|55.51\|1220084;2026-07-17\|53.19\|-5.00\|56.00\|56.17\|53.02\|1161817;2026-07-20\|55.57\|4.47\|52.97\|55.78\|52.90\|1133069;2026-07-21\|54.93\|-1.15\|55.99\|55.99\|53.76\|964390;2026-07-22\|55.39\|0.84\|54.35\|56.49\|54.27\|859798;2026-07-23\|54.91\|-0.87\|55.39\|55.75\|53.90\|799989;2026-07-24\|53.45\|-2.66\|55.00\|55.08\|53.00\|704837
12392	2026年中国创新药出海BD总包已达571亿美元	PD-1/VEGF双抗+ADC龙头+输液龙头行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年5月13日公告，控股子公司科伦博泰PD-1/VEGF双特异性抗体SKB118收到国家药监局同意开展临床试验的通知书，适应症为晚期实体瘤。 2、据2026年5月14日机构调研，核心产品TROP2 ADC SKB264自2026年1月1日进入医保后，医院准入、销售放量较医保外阶段有明显改善；公司计划将SKB264新增两项适应症及HER2 ADC产品A166纳入2026年医保谈判。 3、据2025年年报，公司稳居国内输液龙头地位，肠外营养三腔袋销量同比增长30.9%，粉液双室袋销量同比增长39.39%。	公司CDMO业务主要以受托研发（CRO）、受托生产（CMO）、批件转让、研发专项服务为主；一季度扣非净利润环比增长24%	2026-03-17\|33.20\|1.68\|32.93\|33.50\|32.23\|193605;2026-03-18\|33.34\|0.42\|32.96\|33.62\|32.57\|131105;2026-03-19\|33.48\|0.42\|33.35\|34.06\|33.11\|147020;2026-03-20\|34.37\|2.66\|33.33\|34.75\|33.20\|213468;2026-03-23\|32.77\|-4.66\|33.98\|34.00\|32.28\|180233;2026-03-24\|32.97\|0.61\|33.10\|33.42\|32.48\|128570;2026-03-25\|33.18\|0.64\|33.18\|33.81\|32.73\|116751;2026-03-26\|32.11\|-3.22\|32.99\|33.54\|31.99\|132449;2026-03-27\|34.92\|8.75\|31.69\|35.11\|31.60\|323498;2026-03-30\|34.72\|-0.57\|34.70\|35.47\|34.47\|231196;2026-03-31\|34.69\|-0.09\|34.90\|35.37\|34.45\|185651;2026-04-01\|36.19\|4.32\|35.00\|36.45\|34.71\|333004;2026-04-02\|36.35\|0.44\|35.86\|36.90\|35.60\|234375;2026-04-03\|35.62\|-2.01\|35.34\|35.98\|34.81\|275313;2026-04-07\|34.34\|-3.59\|35.63\|35.79\|34.03\|197195;2026-04-08\|34.63\|0.84\|34.89\|35.35\|34.02\|275851;2026-04-09\|34.13\|-1.44\|34.45\|34.85\|33.65\|178210;2026-04-10\|34.00\|-0.38\|34.15\|34.25\|33.44\|254051;2026-04-13\|34.67\|1.97\|33.85\|35.03\|33.75\|190082;2026-04-14\|34.29\|-1.10\|34.77\|34.94\|33.80\|170098;2026-04-15\|35.70\|4.11\|34.66\|35.79\|34.11\|339414;2026-04-16\|35.92\|0.62\|35.35\|36.15\|34.86\|205069;2026-04-17\|35.23\|-1.92\|35.92\|36.08\|34.30\|238374;2026-04-20\|33.96\|-3.60\|35.11\|35.18\|33.80\|257184;2026-04-21\|33.54\|-1.24\|33.99\|34.44\|33.34\|140030;2026-04-22\|33.86\|0.95\|33.56\|33.96\|33.15\|150265;2026-04-23\|33.20\|-1.95\|33.85\|34.13\|33.06\|141336;2026-04-24\|33.93\|2.20\|33.15\|34.15\|32.80\|155315;2026-04-27\|33.24\|-2.03\|33.85\|33.93\|33.14\|98541;2026-04-28\|32.60\|-1.93\|33.23\|33.95\|32.54\|130086;2026-04-29\|34.10\|4.60\|32.60\|34.78\|32.51\|251582;2026-04-30\|34.57\|1.38\|34.93\|35.15\|34.00\|173799;2026-05-06\|34.01\|-1.62\|34.11\|34.44\|33.50\|162205;2026-05-07\|34.03\|0.06\|34.10\|34.32\|33.60\|137941;2026-05-08\|33.64\|-1.15\|34.01\|34.16\|33.44\|93277;2026-05-11\|33.19\|0.06\|33.41\|33.41\|32.60\|160887;2026-05-12\|33.50\|0.93\|33.00\|34.50\|32.78\|180297;2026-05-13\|32.36\|-3.40\|33.30\|33.37\|31.83\|186060;2026-05-14\|31.39\|-3.00\|32.32\|32.70\|31.37\|116887;2026-05-15\|31.38\|-0.03\|31.33\|31.88\|31.03\|100973;2026-05-18\|30.63\|-2.39\|31.39\|31.39\|30.30\|158464;2026-05-19\|32.34\|5.58\|31.15\|33.00\|31.15\|265521;2026-05-20\|31.96\|-1.18\|32.78\|32.78\|31.94\|121326;2026-05-21\|32.39\|1.35\|31.93\|33.20\|31.83\|153766;2026-05-22\|34.72\|7.19\|33.57\|35.57\|33.57\|387218;2026-05-25\|34.36\|-1.04\|34.70\|35.00\|33.91\|138763;2026-05-26\|35.23\|2.53\|34.36\|35.89\|34.20\|228208;2026-05-27\|35.68\|1.28\|35.02\|35.80\|34.71\|174034;2026-05-28\|35.02\|-1.85\|35.35\|35.86\|34.88\|176976;2026-05-29\|36.37\|3.85\|35.03\|37.18\|34.90\|298339;2026-06-01\|36.21\|-0.44\|36.91\|38.27\|36.00\|292924;2026-06-02\|35.25\|-2.65\|36.00\|36.50\|35.15\|172930;2026-06-03\|33.55\|-4.82\|35.16\|35.38\|33.47\|228980;2026-06-04\|33.88\|0.98\|33.55\|34.40\|33.46\|145545;2026-06-05\|34.61\|2.15\|34.18\|35.63\|34.18\|174181;2026-06-08\|33.88\|-2.11\|34.50\|35.00\|33.59\|134950;2026-06-09\|35.00\|3.31\|34.12\|35.22\|33.25\|134697;2026-06-10\|37.06\|5.89\|34.67\|37.20\|34.60\|236433;2026-06-11\|38.08\|2.75\|36.69\|38.12\|36.11\|221445;2026-06-12\|37.31\|-2.02\|37.89\|38.08\|36.28\|295938;2026-06-15\|36.49\|-2.20\|37.31\|37.31\|36.23\|163990;2026-06-16\|36.00\|-1.34\|36.45\|36.57\|35.75\|113609;2026-06-17\|35.62\|-1.06\|35.99\|36.35\|35.45\|123808;2026-06-18\|35.92\|0.84\|35.43\|37.48\|34.58\|232077;2026-06-22\|36.65\|2.03\|35.78\|36.90\|35.61\|178856;2026-06-23\|37.31\|1.80\|36.22\|37.99\|36.11\|236054;2026-06-24\|37.60\|0.78\|37.01\|39.36\|36.98\|265383;2026-06-25\|37.53\|-0.19\|36.99\|38.30\|36.00\|231255;2026-06-26\|35.60\|-5.14\|37.39\|37.92\|35.60\|155849;2026-06-29\|39.16\|10.00\|36.10\|39.16\|35.88\|304827;2026-06-30\|38.52\|-1.63\|38.85\|38.85\|37.30\|399271;2026-07-01\|41.95\|8.90\|38.52\|42.37\|36.92\|500889;2026-07-02\|44.75\|6.67\|41.19\|45.68\|41.01\|564850;2026-07-03\|47.98\|7.22\|44.00\|48.08\|42.93\|536575;2026-07-06\|47.73\|-0.52\|46.00\|52.78\|45.40\|680962;2026-07-07\|43.61\|-8.63\|47.32\|47.64\|43.00\|626375;2026-07-08\|41.98\|-3.74\|43.88\|44.39\|41.97\|419331;2026-07-09\|42.70\|1.72\|41.49\|44.52\|41.22\|491275;2026-07-10\|44.07\|3.21\|41.81\|45.65\|41.55\|520226;2026-07-13\|44.80\|1.66\|44.57\|46.22\|44.00\|544499;2026-07-14\|48.50\|8.26\|44.30\|48.99\|44.03\|632785;2026-07-15\|49.07\|1.18\|47.04\|52.72\|47.01\|834912;2026-07-16\|49.90\|1.69\|47.50\|51.46\|46.02\|636956;2026-07-17\|44.91\|-10.00\|48.57\|48.80\|44.91\|302668;2026-07-20\|47.80\|6.44\|42.95\|49.40\|42.69\|580045;2026-07-21\|47.36\|-0.92\|46.66\|47.93\|44.96\|464238;2026-07-22\|49.22\|3.93\|46.52\|50.00\|46.28\|472447;2026-07-23\|51.35\|4.33\|47.90\|51.35\|46.90\|486191;2026-07-24\|46.65\|-9.15\|50.70\|50.75\|46.22\|542375
12391	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：受益2026年中国创新药出海BD总包达571亿美元催化，公司在消化道、呼吸系统、抗感染领域拥有较强产品梯队和渠道基础，多款仿制药一致性评价完成，具备向新兴市场出口资质与经验；涨停缘由：消化道及呼吸系统用药为临床刚需，集采中标品种放量稳定；抗感染类产品在海外疫情反复背景下需求回升；国际化注册路径成熟，东南亚及拉美市场准入进展顺利；资金逻辑：板块轮动下资金回流具备稳定现金流与出口能力的仿创结合型企业；公司2025年扣非净利润同比增长，经营性现金流净额连续三年为正，融资融券余额温和上升，显示资金认可其稳健属性；风险提示：缺乏重磅一类新药临床进展披露，创新成色有待验证；海外市场拓展受当地法规变动及汇率波动影响较大；近期无新增重大合同或批件公告	公司药品在消化道、呼吸系统、抗感染领域有优势	2026-03-17\|44.22\|1.49\|43.45\|44.98\|43.31\|22965;2026-03-18\|45.70\|3.35\|44.80\|45.75\|43.91\|20692;2026-03-19\|44.15\|-3.39\|45.75\|45.75\|43.81\|18262;2026-03-20\|43.81\|-0.77\|44.15\|45.28\|43.78\|17261;2026-03-23\|43.99\|0.41\|43.50\|45.47\|43.11\|33522;2026-03-24\|44.78\|1.80\|44.14\|45.34\|43.70\|22468;2026-03-25\|47.36\|5.76\|47.00\|48.46\|47.00\|61581;2026-03-26\|49.06\|3.59\|47.90\|50.45\|46.37\|63185;2026-03-27\|53.99\|10.05\|48.09\|56.00\|48.09\|122344;2026-03-30\|54.71\|1.33\|52.96\|55.40\|52.96\|86120;2026-03-31\|54.99\|0.51\|55.27\|55.66\|53.51\|70083;2026-04-01\|62.60\|13.84\|56.10\|62.80\|56.10\|114004;2026-04-02\|63.61\|1.61\|62.30\|64.40\|60.27\|98423;2026-04-03\|63.40\|-0.33\|63.00\|65.20\|62.45\|70892;2026-04-07\|62.03\|-2.16\|63.10\|63.20\|59.58\|67358;2026-04-08\|62.35\|0.52\|62.83\|64.96\|62.00\|56552;2026-04-09\|63.16\|1.30\|63.60\|65.19\|62.23\|54946;2026-04-10\|61.99\|-1.85\|63.00\|64.63\|61.65\|52217;2026-04-13\|58.95\|-4.90\|61.38\|61.77\|58.50\|77242;2026-04-14\|57.93\|-1.73\|58.82\|59.62\|56.70\|56196;2026-04-15\|58.08\|0.26\|58.71\|59.00\|55.48\|64903;2026-04-16\|58.50\|0.72\|57.82\|59.76\|57.37\|57087;2026-04-17\|57.48\|-1.74\|57.98\|59.19\|56.88\|49890;2026-04-20\|55.50\|-3.44\|56.26\|56.36\|53.01\|78571;2026-04-21\|56.96\|2.63\|55.25\|57.93\|55.03\|64812;2026-04-22\|57.85\|1.56\|56.18\|58.27\|55.63\|47505;2026-04-23\|56.61\|-2.14\|57.99\|57.99\|55.71\|32189;2026-04-24\|55.75\|-1.52\|57.56\|57.56\|55.20\|28638;2026-04-27\|58.98\|5.79\|55.19\|58.98\|54.94\|50753;2026-04-28\|58.20\|-1.32\|58.50\|58.69\|56.34\|53900;2026-04-29\|58.21\|0.02\|58.47\|58.96\|56.78\|47940;2026-04-30\|58.68\|0.81\|57.81\|58.85\|56.77\|32039;2026-05-06\|56.86\|-3.10\|58.21\|58.71\|56.02\|41397;2026-05-07\|58.00\|2.00\|56.58\|58.50\|56.27\|38155;2026-05-08\|61.99\|6.88\|58.33\|64.00\|57.00\|70297;2026-05-11\|63.35\|2.19\|61.99\|63.80\|60.60\|61587;2026-05-12\|61.90\|-2.29\|62.85\|63.90\|61.61\|32008;2026-05-13\|60.50\|-2.26\|61.86\|61.90\|58.00\|47317;2026-05-14\|58.50\|-3.31\|60.15\|61.48\|58.33\|37941;2026-05-15\|57.44\|-1.81\|58.60\|59.35\|57.06\|24434;2026-05-18\|56.80\|-1.11\|57.20\|58.49\|56.00\|20939;2026-05-19\|57.12\|0.56\|56.80\|59.88\|55.00\|51119;2026-05-20\|55.63\|-2.61\|57.19\|58.77\|54.71\|48035;2026-05-21\|54.21\|-2.55\|56.92\|57.45\|54.20\|34770;2026-05-22\|54.18\|-0.06\|54.21\|55.21\|53.28\|22884;2026-05-25\|53.42\|-1.40\|54.21\|54.88\|52.88\|32356;2026-05-26\|52.98\|-0.82\|53.68\|53.68\|51.83\|26233;2026-05-27\|52.48\|-0.94\|52.88\|53.85\|52.05\|25273;2026-05-28\|51.41\|-2.04\|52.23\|52.75\|50.27\|20136;2026-05-29\|50.22\|-2.31\|52.27\|52.96\|49.91\|25531;2026-06-01\|50.25\|0.06\|50.56\|52.65\|50.02\|26919;2026-06-02\|46.80\|-6.87\|49.91\|50.70\|46.51\|50511;2026-06-03\|47.18\|0.81\|46.92\|47.18\|45.68\|21190;2026-06-04\|49.71\|5.36\|47.23\|49.94\|46.06\|46308;2026-06-05\|48.59\|-2.25\|50.13\|51.00\|48.10\|39512;2026-06-08\|46.00\|-5.33\|48.50\|48.85\|45.68\|28731;2026-06-09\|46.35\|0.76\|46.46\|46.59\|45.34\|18833;2026-06-10\|46.46\|0.24\|46.35\|46.56\|45.50\|20833;2026-06-11\|46.03\|-0.93\|45.50\|47.11\|45.20\|17977;2026-06-12\|47.75\|3.74\|46.40\|48.47\|45.77\|40546;2026-06-15\|48.12\|0.77\|47.84\|48.48\|46.66\|32173;2026-06-16\|46.48\|-3.41\|48.15\|48.44\|46.30\|33269;2026-06-17\|47.11\|1.36\|47.15\|51.00\|46.06\|68810;2026-06-18\|47.92\|1.72\|47.00\|49.90\|46.36\|47712;2026-06-22\|46.76\|-2.42\|47.36\|47.36\|44.60\|44122;2026-06-23\|46.44\|-0.68\|46.38\|48.48\|46.00\|30930;2026-06-24\|47.27\|1.79\|45.75\|47.66\|45.75\|25658;2026-06-25\|45.51\|-3.72\|46.81\|47.47\|44.12\|32483;2026-06-26\|43.38\|-4.68\|45.00\|45.80\|43.38\|32693;2026-06-29\|47.00\|8.34\|43.19\|47.30\|41.87\|55431;2026-06-30\|44.87\|-4.53\|47.00\|47.14\|44.30\|42278;2026-07-01\|50.80\|13.67\|44.58\|51.88\|42.21\|79239;2026-07-02\|50.50\|-0.59\|51.57\|53.00\|49.30\|57268;2026-07-03\|52.71\|4.38\|50.81\|53.77\|50.01\|56663;2026-07-06\|57.28\|8.67\|54.01\|59.43\|54.00\|94535;2026-07-07\|53.80\|-6.08\|56.42\|57.54\|52.14\|75483;2026-07-08\|51.36\|-4.54\|54.79\|55.69\|51.36\|47267;2026-07-09\|49.87\|-2.90\|48.70\|52.49\|48.70\|39979;2026-07-10\|53.10\|6.48\|49.19\|55.99\|48.05\|58523;2026-07-13\|50.15\|-5.56\|52.77\|53.80\|50.02\|39571;2026-07-14\|52.18\|4.05\|51.25\|52.18\|48.00\|39563;2026-07-15\|58.33\|11.79\|51.48\|61.88\|51.48\|110495;2026-07-16\|55.68\|-4.54\|58.00\|58.29\|53.99\|59244;2026-07-17\|46.05\|-17.30\|55.00\|56.28\|46.05\|88040;2026-07-20\|47.02\|2.11\|46.51\|49.95\|46.10\|59371;2026-07-21\|47.65\|1.34\|47.49\|47.76\|43.80\|47334;2026-07-22\|47.36\|-0.61\|47.00\|49.81\|46.46\|34967;2026-07-23\|47.29\|-0.15\|47.63\|48.25\|45.67\|28490;2026-07-24\|44.74\|-5.39\|47.60\|47.60\|44.38\|29911
12390	2026年中国创新药出海BD总包已达571亿美元	创新药+BEBT-908上市+小核酸平台 1、据2025年10月23日招股说明书，全球首创HDAC/PI3Kα双靶点抑制剂伊吡诺司他BEBT-908已于2025年6月30日获批上市，公司已组建核心销售团队并启动“自主+CSO”双轮驱动商业化，正推进医保及多层次支付体系。 2、据2025年12月投资者关系活动记录表，公司“小分子+小核酸”双平台布局肿瘤、代谢及中枢神经退行性疾病，累计提交30余项小核酸发明专利、8项已授权，BEBT-701 IND申请2025年11月29日获CDE受理，技术壁垒与国际化潜力突出。 3、据2025年10月27日上市公告书，公司2025年10月28日登陆科创板，采用第五套上市标准，预计市值不低于40亿元，核心产品市场空间大。	2025-10上市	2026-03-17\|40.86\|0.86\|41.27\|42.45\|39.81\|31179;2026-03-18\|41.00\|0.34\|40.00\|41.46\|40.00\|19358;2026-03-19\|39.50\|-3.66\|40.10\|40.44\|39.00\|20452;2026-03-20\|38.00\|-3.80\|39.53\|40.83\|38.00\|23389;2026-03-23\|34.79\|-8.45\|37.50\|37.80\|34.20\|37787;2026-03-24\|36.86\|5.95\|35.99\|37.12\|35.49\|25250;2026-03-25\|36.84\|-0.05\|38.45\|38.45\|36.36\|19806;2026-03-26\|35.52\|-3.58\|36.67\|37.90\|35.30\|20997;2026-03-27\|39.29\|10.61\|35.46\|39.45\|35.01\|47251;2026-03-30\|37.22\|-5.27\|38.73\|39.08\|36.37\|43702;2026-03-31\|36.65\|-1.53\|37.73\|38.00\|35.91\|28641;2026-04-01\|42.00\|14.60\|36.80\|42.83\|36.50\|78870;2026-04-02\|42.00\|0.00\|41.98\|42.87\|40.57\|45553;2026-04-03\|40.17\|-4.36\|41.60\|42.21\|39.68\|28817;2026-04-07\|38.98\|-2.96\|40.75\|40.75\|38.34\|25096;2026-04-08\|40.68\|4.36\|40.02\|40.85\|39.50\|28043;2026-04-09\|38.00\|-6.59\|40.97\|41.88\|37.52\|50763;2026-04-10\|37.68\|-0.84\|38.00\|38.50\|37.38\|30412;2026-04-13\|37.60\|-0.21\|37.00\|38.10\|36.90\|14745;2026-04-14\|38.20\|1.60\|37.80\|38.24\|36.90\|28297;2026-04-15\|40.30\|5.50\|38.88\|40.33\|37.71\|49342;2026-04-16\|39.61\|-1.71\|40.10\|40.10\|38.98\|34014;2026-04-17\|38.59\|-2.58\|39.61\|39.61\|37.80\|25691;2026-04-20\|38.26\|-0.86\|38.50\|38.83\|38.00\|15735;2026-04-21\|36.87\|-3.63\|38.25\|38.25\|36.60\|25365;2026-04-22\|36.00\|-2.36\|36.48\|36.87\|35.71\|20692;2026-04-23\|34.94\|-2.94\|36.01\|36.25\|34.75\|24091;2026-04-24\|35.27\|0.94\|35.04\|35.62\|34.46\|16904;2026-04-27\|34.50\|-2.18\|35.24\|35.24\|33.96\|16421;2026-04-28\|31.99\|-7.28\|33.50\|34.32\|30.18\|87660;2026-04-29\|30.85\|-3.56\|31.00\|31.68\|30.41\|52274;2026-04-30\|31.81\|3.11\|30.90\|32.16\|30.65\|45261;2026-05-06\|33.06\|3.93\|31.80\|33.95\|31.64\|52952;2026-05-07\|33.30\|0.73\|33.60\|33.60\|32.64\|33687;2026-05-08\|33.88\|1.74\|33.58\|34.16\|32.98\|29076;2026-05-11\|34.82\|2.77\|33.90\|35.58\|32.92\|53653;2026-05-12\|34.20\|-1.78\|34.40\|35.08\|33.71\|38268;2026-05-13\|34.36\|0.47\|34.19\|34.57\|33.62\|26415;2026-05-14\|32.96\|-4.07\|34.37\|34.37\|32.80\|30128;2026-05-15\|34.81\|5.61\|33.48\|35.80\|32.26\|53723;2026-05-18\|35.38\|1.64\|34.25\|35.95\|33.59\|57957;2026-05-19\|35.80\|1.19\|34.98\|36.19\|34.98\|47308;2026-05-20\|36.08\|0.78\|35.80\|36.57\|35.05\|41671;2026-05-21\|36.52\|1.22\|36.30\|37.49\|35.92\|54915;2026-05-22\|36.71\|0.52\|36.50\|37.13\|35.88\|39914;2026-05-25\|37.68\|2.64\|37.18\|38.71\|36.87\|47267;2026-05-26\|37.74\|0.16\|37.32\|38.00\|36.41\|48387;2026-05-27\|36.67\|-2.84\|37.53\|38.20\|36.33\|40332;2026-05-28\|33.69\|-8.13\|36.94\|36.94\|32.00\|68759;2026-05-29\|32.70\|-2.94\|34.36\|34.55\|32.48\|40794;2026-06-01\|34.37\|5.11\|32.80\|35.08\|32.61\|49645;2026-06-02\|34.53\|0.47\|34.03\|35.15\|33.86\|33585;2026-06-03\|33.99\|-1.56\|34.70\|35.00\|33.61\|37752;2026-06-04\|31.18\|-8.27\|34.00\|34.02\|31.00\|48629;2026-06-05\|31.18\|0.00\|31.57\|31.77\|29.56\|42282;2026-06-08\|30.70\|-1.54\|30.50\|31.46\|30.05\|24365;2026-06-09\|31.07\|1.21\|30.93\|31.68\|29.82\|25569;2026-06-10\|29.97\|-3.54\|30.53\|30.99\|29.22\|24915;2026-06-11\|29.10\|-2.90\|29.93\|30.11\|28.97\|19364;2026-06-12\|30.29\|4.09\|29.32\|31.00\|29.30\|29320;2026-06-15\|29.95\|-1.12\|30.37\|30.96\|29.71\|20860;2026-06-16\|30.33\|1.27\|29.95\|30.59\|28.91\|31397;2026-06-17\|29.97\|-1.19\|30.00\|30.65\|29.82\|19373;2026-06-18\|30.50\|1.77\|29.90\|31.10\|29.30\|35957;2026-06-22\|30.18\|-1.05\|30.46\|30.46\|28.82\|37382;2026-06-23\|31.95\|5.86\|30.08\|32.66\|30.00\|51903;2026-06-24\|32.39\|1.38\|32.59\|32.97\|31.25\|38887;2026-06-25\|31.61\|-2.41\|32.00\|32.69\|31.10\|37430;2026-06-26\|28.52\|-9.78\|31.90\|31.90\|28.40\|38578;2026-06-29\|31.11\|9.08\|28.58\|32.49\|28.21\|56123;2026-06-30\|31.98\|2.80\|30.90\|32.32\|30.25\|50751;2026-07-01\|34.29\|7.22\|31.98\|34.97\|31.62\|75526;2026-07-02\|34.30\|0.03\|34.31\|35.49\|34.05\|65432;2026-07-03\|34.50\|0.58\|34.86\|34.89\|33.40\|48490;2026-07-06\|34.76\|0.75\|34.45\|36.23\|33.75\|68546;2026-07-07\|33.15\|-4.63\|34.55\|35.11\|33.10\|48758;2026-07-08\|31.79\|-4.10\|33.06\|33.72\|31.27\|45813;2026-07-09\|30.44\|-4.25\|31.13\|32.38\|30.09\|41661;2026-07-10\|31.43\|3.25\|30.43\|32.88\|30.06\|46853;2026-07-13\|33.40\|6.27\|31.54\|34.93\|30.70\|86115;2026-07-14\|34.03\|1.89\|33.40\|34.40\|32.13\|76482;2026-07-15\|35.88\|5.44\|33.94\|36.63\|33.51\|100892;2026-07-16\|36.39\|1.42\|35.00\|36.50\|34.30\|73444;2026-07-17\|33.33\|-8.41\|35.97\|36.79\|32.88\|63602;2026-07-20\|34.98\|4.95\|36.00\|36.99\|33.19\|89942;2026-07-21\|35.57\|1.69\|34.64\|36.08\|32.68\|65211;2026-07-22\|36.05\|1.35\|35.39\|36.11\|34.81\|46145;2026-07-23\|35.95\|-0.28\|36.45\|36.45\|35.03\|47462;2026-07-24\|30.83\|-14.24\|35.60\|35.60\|30.55\|66414
12389	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：小分子创新药+AI病理双热点共振；涨停缘由：创新药出海高景气叠加AI医疗政策催化，公司肿瘤管线密集进入临床后期；2026年创新药出海BD总额达571亿美元，公司SY-707等4款小分子新药处于临床II/III期；AI病理辅助诊断系统完成1.5万张WSI训练，识别准确率超92%，有望加速临床前研究效率；科创板流动性改善，估值修复空间大；资金逻辑：小市值创新药标的受资金青睐，3月27日涨停换手率15.2%，游资主导但机构同步加仓；风险提示：全部在研产品尚未商业化，无主营业务收入；研发投入大，2025年研发费用占营收比重达217%	小分子创新药企业；研发管线涵盖了非小细胞肺癌、淋巴瘤、肝细胞癌、胰腺癌、甲状腺癌、卵巢癌、白血病等重点肿瘤适应症	2026-03-17\|39.40\|2.13\|38.69\|40.71\|38.08\|17750;2026-03-18\|40.72\|3.35\|39.79\|41.06\|39.20\|30261;2026-03-19\|39.39\|-3.27\|40.22\|41.45\|39.30\|14834;2026-03-20\|36.62\|-7.03\|40.14\|40.14\|36.42\|25007;2026-03-23\|33.94\|-7.32\|35.06\|35.91\|33.63\|24326;2026-03-24\|35.64\|5.01\|34.31\|35.84\|34.31\|14248;2026-03-25\|36.00\|1.01\|35.64\|36.97\|35.48\|11293;2026-03-26\|35.06\|-2.61\|36.00\|36.94\|34.89\|11105;2026-03-27\|38.82\|10.72\|34.96\|39.49\|34.43\|30104;2026-03-30\|38.56\|-0.67\|38.81\|39.26\|37.91\|17008;2026-03-31\|38.58\|0.05\|38.16\|39.55\|38.16\|11627;2026-04-01\|41.59\|7.80\|39.14\|42.17\|38.73\|29340;2026-04-02\|42.59\|2.40\|43.00\|43.11\|41.59\|32845;2026-04-03\|40.70\|-4.44\|42.88\|42.97\|39.82\|23058;2026-04-07\|39.51\|-2.92\|40.70\|40.98\|38.95\|19042;2026-04-08\|40.66\|2.91\|40.00\|40.88\|39.68\|18399;2026-04-09\|39.54\|-2.75\|40.31\|41.18\|39.40\|14305;2026-04-10\|39.39\|-0.38\|39.53\|40.58\|39.11\|12373;2026-04-13\|40.00\|1.55\|39.55\|40.61\|38.70\|12133;2026-04-14\|40.45\|1.12\|40.79\|40.79\|39.60\|12416;2026-04-15\|41.79\|3.31\|41.00\|42.19\|39.56\|26650;2026-04-16\|42.06\|0.65\|41.94\|42.80\|41.03\|18286;2026-04-17\|41.30\|-1.81\|41.73\|41.94\|40.67\|14748;2026-04-20\|41.95\|1.57\|42.54\|46.25\|41.53\|33967;2026-04-21\|39.46\|-5.94\|41.73\|41.95\|39.40\|21479;2026-04-22\|39.99\|1.34\|39.14\|40.52\|38.92\|14684;2026-04-23\|38.61\|-3.45\|39.40\|40.30\|38.24\|13809;2026-04-24\|38.20\|-1.06\|38.10\|38.87\|37.31\|12566;2026-04-27\|38.94\|1.94\|37.58\|39.41\|37.58\|12885;2026-04-28\|40.21\|3.26\|38.82\|40.79\|38.39\|23413;2026-04-29\|40.60\|0.97\|40.00\|41.48\|39.63\|15396;2026-04-30\|40.85\|0.62\|40.11\|41.82\|39.93\|18554;2026-05-06\|41.17\|0.78\|41.00\|41.95\|40.37\|18451;2026-05-07\|41.85\|1.65\|41.49\|42.27\|41.17\|12783;2026-05-08\|41.64\|-0.50\|41.46\|42.07\|40.68\|11107;2026-05-11\|43.79\|5.16\|41.99\|44.92\|41.22\|28612;2026-05-12\|42.94\|-1.94\|43.44\|43.90\|42.55\|17370;2026-05-13\|42.30\|-1.49\|42.96\|43.25\|41.66\|13870;2026-05-14\|41.71\|-1.39\|41.90\|43.43\|41.70\|16354;2026-05-15\|41.74\|0.07\|41.88\|42.66\|41.52\|15104;2026-05-18\|41.30\|-1.05\|41.75\|42.50\|40.50\|15779;2026-05-19\|42.23\|2.25\|41.30\|42.43\|40.84\|14053;2026-05-20\|42.36\|0.31\|42.10\|43.45\|41.65\|19354;2026-05-21\|42.67\|0.73\|42.13\|44.30\|42.13\|22377;2026-05-22\|40.35\|-5.44\|42.67\|43.77\|39.23\|25066;2026-05-25\|39.79\|-1.39\|40.16\|41.26\|38.99\|14641;2026-05-26\|38.75\|-2.61\|40.39\|40.39\|38.11\|12493;2026-05-27\|38.00\|-1.94\|38.87\|38.87\|36.98\|19081;2026-05-28\|36.97\|-2.71\|38.00\|38.50\|36.70\|14173;2026-05-29\|36.58\|-1.05\|37.34\|37.50\|35.51\|16790;2026-06-01\|36.09\|-1.34\|36.45\|37.94\|35.70\|17343;2026-06-02\|34.85\|-3.44\|36.18\|36.18\|34.36\|13464;2026-06-03\|34.58\|-0.77\|35.19\|35.19\|34.09\|11066;2026-06-04\|33.39\|-3.44\|34.57\|34.69\|32.93\|14418;2026-06-05\|33.17\|-0.66\|33.58\|33.82\|32.94\|10601;2026-06-08\|30.49\|-8.08\|32.21\|33.13\|30.30\|21532;2026-06-09\|31.83\|4.39\|30.90\|31.98\|30.11\|15228;2026-06-10\|31.73\|-0.31\|31.89\|32.24\|30.80\|10909;2026-06-11\|34.42\|8.48\|31.68\|34.68\|30.69\|23738;2026-06-12\|32.99\|-4.15\|34.08\|35.68\|32.63\|29539;2026-06-15\|31.50\|-4.52\|33.00\|33.00\|31.21\|22534;2026-06-16\|31.13\|-1.17\|31.50\|31.86\|30.76\|12817;2026-06-17\|30.37\|-2.44\|31.13\|31.39\|30.00\|12280;2026-06-18\|32.38\|6.62\|30.30\|32.88\|29.71\|21950;2026-06-22\|31.67\|-2.19\|32.06\|32.85\|30.28\|15341;2026-06-23\|33.26\|5.02\|31.90\|34.09\|31.62\|20844;2026-06-24\|32.90\|-1.08\|32.97\|34.28\|32.80\|18517;2026-06-25\|32.40\|-1.52\|32.68\|33.12\|31.04\|16372;2026-06-26\|31.20\|-3.70\|32.00\|33.03\|31.06\|13357;2026-06-29\|33.86\|8.53\|31.17\|34.49\|30.65\|27920;2026-06-30\|33.41\|-1.33\|33.78\|34.24\|32.73\|19456;2026-07-01\|36.09\|8.02\|33.43\|36.49\|32.68\|28009;2026-07-02\|36.20\|0.30\|36.49\|37.88\|35.60\|28245;2026-07-03\|37.50\|3.59\|36.76\|37.86\|36.09\|20350;2026-07-06\|43.00\|14.67\|37.23\|45.00\|37.00\|99030;2026-07-07\|39.62\|-7.86\|41.20\|42.70\|39.25\|72717;2026-07-08\|38.02\|-4.04\|39.90\|40.68\|37.80\|45065;2026-07-09\|37.77\|-0.66\|37.44\|39.29\|35.00\|41538;2026-07-10\|41.09\|8.79\|37.77\|43.65\|37.18\|61632;2026-07-13\|39.16\|-4.70\|40.25\|42.18\|38.99\|40187;2026-07-14\|40.65\|3.80\|38.51\|41.98\|37.65\|43484;2026-07-15\|43.36\|6.67\|40.88\|45.95\|40.00\|70387;2026-07-16\|41.26\|-4.84\|41.80\|44.00\|40.60\|46450;2026-07-17\|36.58\|-11.34\|43.00\|44.02\|36.50\|58360;2026-07-20\|38.05\|4.02\|36.79\|39.86\|36.12\|50016;2026-07-21\|37.63\|-1.10\|38.30\|38.30\|34.24\|46481;2026-07-22\|37.63\|0.00\|37.69\|40.08\|37.02\|40570;2026-07-23\|36.48\|-3.06\|37.11\|38.00\|35.76\|27573;2026-07-24\|34.60\|-5.15\|36.31\|36.44\|34.40\|33339
12388	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：荆门汉瑞GMP车间承接国内外药企中间体及原料药订单，创新药出海加速推动上游供应链本地化需求；涨停缘由：原料药+中间体一体化能力突出，客户结构向创新型Biotech倾斜；出海BD项目增多带动定制化生产需求上升；资金逻辑：4月1日量价齐升，换手率达4.2%，主力资金连续两日净流入，融资余额月度增幅达12%；风险提示：原料药价格承压，毛利率修复需观察；环保及合规审查趋严增加运营成本	公司荆门汉瑞拥有多个GMP多功能车间和商业化车间，可为客户提供多种中间体和原料药	2026-03-17\|34.77\|-4.00\|36.30\|36.30\|34.76\|59241;2026-03-18\|35.03\|0.75\|34.82\|35.60\|34.10\|52952;2026-03-19\|33.21\|-5.20\|34.98\|34.98\|33.01\|57318;2026-03-20\|32.72\|-1.48\|33.36\|34.34\|32.70\|48925;2026-03-23\|33.23\|1.56\|32.18\|34.93\|32.01\|102132;2026-03-24\|34.87\|4.94\|34.50\|35.75\|33.64\|130210;2026-03-25\|36.67\|5.16\|35.01\|37.88\|34.61\|120012;2026-03-26\|34.98\|-4.61\|36.13\|36.40\|34.80\|75153;2026-03-27\|38.81\|10.95\|34.62\|39.50\|33.94\|168807;2026-03-30\|42.14\|8.58\|39.35\|45.20\|39.35\|259735;2026-03-31\|43.36\|2.90\|42.12\|45.95\|41.54\|223589;2026-04-01\|48.78\|12.50\|43.87\|49.88\|42.44\|287141;2026-04-02\|47.42\|-2.79\|47.05\|50.68\|45.21\|270787;2026-04-03\|43.90\|-7.42\|45.07\|47.07\|43.50\|229422;2026-04-07\|41.71\|-4.99\|44.60\|45.25\|40.50\|168616;2026-04-08\|38.60\|-7.46\|41.63\|42.95\|38.38\|232828;2026-04-09\|37.44\|-3.01\|37.91\|38.79\|37.12\|140963;2026-04-10\|36.19\|-3.34\|37.10\|37.49\|36.11\|112992;2026-04-13\|35.84\|-0.97\|36.22\|36.40\|35.61\|80619;2026-04-14\|36.08\|0.67\|35.98\|36.20\|35.30\|114208;2026-04-15\|35.56\|-1.44\|36.61\|36.72\|35.05\|158385;2026-04-16\|35.23\|-0.93\|35.40\|35.57\|34.76\|84479;2026-04-17\|34.20\|-2.92\|35.00\|35.36\|33.92\|87157;2026-04-20\|33.90\|-0.88\|34.19\|34.47\|33.44\|67888;2026-04-21\|34.06\|0.47\|33.79\|34.80\|33.50\|97204;2026-04-22\|33.11\|-2.79\|33.71\|34.07\|32.83\|85744;2026-04-23\|32.24\|-2.63\|32.85\|33.13\|32.16\|64205;2026-04-24\|32.84\|1.86\|32.26\|33.02\|32.00\|61331;2026-04-27\|35.86\|9.20\|32.80\|36.20\|32.56\|196714;2026-04-28\|35.30\|-1.56\|35.93\|36.38\|34.68\|116226;2026-04-29\|35.25\|-0.14\|35.00\|35.64\|34.41\|68676;2026-04-30\|35.34\|0.26\|35.13\|35.50\|34.52\|49492;2026-05-06\|35.51\|0.48\|35.08\|35.96\|34.55\|67078;2026-05-07\|37.01\|4.22\|35.47\|37.28\|35.47\|94318;2026-05-08\|36.42\|-1.59\|36.99\|37.17\|36.06\|62586;2026-05-11\|36.56\|0.38\|36.41\|37.17\|35.71\|88142;2026-05-12\|38.43\|5.11\|36.28\|39.16\|36.27\|168798;2026-05-13\|38.18\|-0.65\|38.00\|38.65\|36.74\|90058;2026-05-14\|37.51\|-1.75\|38.16\|38.79\|37.50\|73702;2026-05-15\|35.06\|-6.53\|37.41\|38.16\|34.66\|111434;2026-05-18\|34.56\|-1.43\|35.06\|35.46\|34.32\|57758;2026-05-19\|35.22\|1.91\|34.77\|35.50\|34.32\|47691;2026-05-20\|34.06\|-3.29\|35.00\|35.47\|33.30\|58709;2026-05-21\|32.63\|-4.20\|33.88\|34.96\|32.40\|58754;2026-05-22\|31.72\|-2.79\|32.74\|33.28\|31.31\|63077;2026-05-25\|30.09\|-5.14\|31.72\|32.73\|29.66\|74537;2026-05-26\|29.46\|-2.09\|29.82\|29.97\|28.99\|49007;2026-05-27\|28.37\|-3.70\|29.44\|29.44\|28.21\|46311;2026-05-28\|28.10\|-0.95\|28.30\|28.59\|27.50\|33308;2026-05-29\|27.50\|-2.14\|28.10\|28.58\|27.33\|55722;2026-06-01\|27.52\|0.07\|27.50\|28.23\|27.35\|41839;2026-06-02\|26.13\|-5.05\|27.49\|27.53\|25.94\|56340;2026-06-03\|26.68\|2.10\|25.92\|26.88\|25.75\|50091;2026-06-04\|26.19\|-1.84\|26.55\|26.73\|25.90\|35855;2026-06-05\|25.87\|-1.22\|26.42\|27.55\|25.47\|47878;2026-06-08\|24.95\|-3.56\|25.08\|25.86\|24.48\|39590;2026-06-09\|24.90\|-0.20\|25.08\|25.15\|24.31\|38932;2026-06-10\|24.62\|-1.12\|24.89\|25.20\|24.09\|30818;2026-06-11\|24.29\|-1.34\|24.30\|24.51\|23.80\|25552;2026-06-12\|24.97\|2.80\|24.61\|25.30\|24.20\|35913;2026-06-15\|24.75\|-0.88\|25.02\|25.36\|24.55\|34710;2026-06-16\|24.94\|0.77\|24.93\|25.05\|24.26\|30186;2026-06-17\|24.18\|-3.05\|24.98\|24.98\|24.07\|37992;2026-06-18\|24.22\|0.17\|24.20\|24.75\|23.58\|38986;2026-06-22\|23.79\|-1.78\|23.92\|24.13\|22.67\|60916;2026-06-23\|25.05\|5.30\|23.63\|26.00\|23.62\|86917;2026-06-24\|24.55\|-2.00\|25.05\|25.74\|24.50\|71020;2026-06-25\|24.32\|-0.94\|24.41\|24.74\|23.20\|65469;2026-06-26\|23.33\|-4.07\|24.26\|24.61\|23.12\|44523;2026-06-29\|24.84\|6.47\|23.29\|24.89\|22.58\|78678;2026-06-30\|25.01\|0.68\|24.70\|25.36\|24.36\|58090;2026-07-01\|26.75\|6.96\|25.05\|27.06\|24.46\|96941;2026-07-02\|26.78\|0.11\|26.77\|27.58\|26.10\|95950;2026-07-03\|27.58\|2.99\|27.43\|28.65\|26.12\|93299;2026-07-06\|27.52\|-0.22\|27.60\|29.50\|27.38\|132345;2026-07-07\|25.90\|-5.89\|27.23\|27.30\|25.62\|95758;2026-07-08\|24.79\|-4.29\|26.05\|26.30\|24.66\|63531;2026-07-09\|24.62\|-0.69\|24.53\|25.76\|24.05\|63099;2026-07-10\|25.92\|5.28\|24.59\|26.77\|24.05\|89964;2026-07-13\|24.57\|-5.21\|26.00\|26.25\|24.53\|62459;2026-07-14\|25.32\|3.05\|24.42\|25.42\|23.56\|63871;2026-07-15\|29.50\|16.51\|25.30\|30.08\|25.07\|193872;2026-07-16\|30.80\|4.41\|29.21\|31.68\|28.00\|225397;2026-07-17\|26.92\|-12.60\|30.20\|30.88\|26.37\|156707;2026-07-20\|27.39\|1.75\|26.39\|28.92\|26.03\|122289;2026-07-21\|26.10\|-4.71\|26.88\|26.94\|24.06\|121673;2026-07-22\|27.01\|3.49\|25.70\|28.95\|25.52\|118483;2026-07-23\|27.34\|1.22\|26.62\|27.43\|26.16\|91604;2026-07-24\|25.60\|-6.36\|26.96\|27.34\|25.60\|67400
12387	2026年中国创新药出海BD总包已达571亿美元	固态电池+电解液添加剂+兰地洛尔+仿制药 1、据2026年4月25日年报及2026年4月28日投资者关系活动记录表，公司硫化锂已完成年产能20吨的中试线建设，进入客户送样准备阶段，产品纯度达99.9%以上，能满足下游固态电池需求。 2、据2026年4月25日年报及2026年4月28日投资者关系活动记录表，公司已形成锂电池电解液添加剂、硫化锂、硫化物固态电解质及膜、固态电池粘合剂四大核心产品矩阵，正逐步呈现“医药+锂电材料”双主业格局。 3、据2026年4月25日年报，公司核心产品注射用盐酸兰地洛尔为国内独家首仿，占医药业务收入的53%，2025年底医保续约成功且150mg规格首次纳入国家医保目录。	1、以心脑血管药为主的医药制造商，核心产品注射用盐酸兰地洛尔为国内独家首仿品种； 2、公司硫化锂已完成中试线建设，正在试生产；固态电池粘合剂正在小试工艺开发	2026-03-17\|43.39\|-3.34\|44.89\|45.18\|43.09\|37372;2026-03-18\|43.35\|-0.09\|43.41\|43.70\|42.47\|22622;2026-03-19\|41.38\|-4.54\|42.79\|43.04\|41.19\|30708;2026-03-20\|40.40\|-2.37\|41.59\|42.28\|40.40\|34054;2026-03-23\|38.11\|-5.67\|39.22\|40.40\|37.71\|35812;2026-03-24\|39.77\|4.36\|39.10\|39.98\|38.29\|42315;2026-03-25\|41.09\|3.32\|39.70\|41.60\|39.70\|37993;2026-03-26\|40.64\|-1.10\|40.62\|42.43\|40.51\|32746;2026-03-27\|45.18\|11.17\|40.24\|46.98\|40.16\|130883;2026-03-30\|45.97\|1.75\|44.58\|46.86\|44.38\|107369;2026-03-31\|44.08\|-4.11\|46.32\|46.32\|44.01\|75114;2026-04-01\|46.78\|6.13\|45.08\|47.50\|44.20\|117146;2026-04-02\|46.26\|-1.11\|45.90\|48.10\|45.37\|115083;2026-04-03\|44.54\|-3.72\|44.56\|46.35\|44.53\|75646;2026-04-07\|44.17\|-0.83\|44.92\|45.10\|42.91\|55274;2026-04-08\|44.25\|0.18\|44.60\|45.25\|43.87\|59431;2026-04-09\|43.19\|-2.40\|43.83\|45.50\|42.70\|68959;2026-04-10\|43.88\|1.60\|42.88\|44.77\|42.50\|60460;2026-04-13\|42.50\|-3.14\|43.73\|43.86\|42.30\|43478;2026-04-14\|43.79\|3.04\|42.98\|43.79\|42.00\|45823;2026-04-15\|43.70\|-0.21\|44.51\|44.56\|42.70\|61967;2026-04-16\|43.77\|0.16\|43.41\|44.36\|42.93\|50078;2026-04-17\|43.83\|0.14\|43.60\|44.28\|42.70\|55517;2026-04-20\|43.60\|-0.52\|43.55\|44.20\|43.28\|33504;2026-04-21\|43.14\|-1.05\|43.42\|43.79\|42.59\|32082;2026-04-22\|43.06\|-0.19\|42.76\|43.35\|42.20\|27651;2026-04-23\|41.96\|-2.55\|42.86\|42.99\|41.62\|33836;2026-04-24\|42.32\|0.86\|41.54\|42.50\|41.00\|29663;2026-04-27\|42.74\|0.99\|42.13\|42.96\|41.90\|32723;2026-04-28\|40.90\|-4.31\|42.81\|43.10\|40.61\|39574;2026-04-29\|43.32\|5.92\|40.62\|44.31\|40.62\|74819;2026-04-30\|42.27\|-2.42\|43.20\|43.32\|41.75\|39985;2026-05-06\|42.94\|1.58\|42.51\|43.19\|42.41\|30463;2026-05-07\|42.71\|-0.54\|42.90\|43.29\|42.15\|29852;2026-05-08\|42.40\|-0.73\|42.68\|43.38\|42.40\|27560;2026-05-11\|42.70\|0.71\|42.49\|42.90\|41.87\|41896;2026-05-12\|40.55\|-5.04\|42.85\|42.85\|40.00\|57486;2026-05-13\|40.02\|-1.31\|40.70\|40.95\|39.93\|35378;2026-05-14\|38.80\|-3.05\|40.03\|40.11\|38.80\|29173;2026-05-15\|38.59\|-0.54\|38.62\|39.13\|38.31\|25424;2026-05-18\|37.55\|-2.69\|38.71\|38.77\|37.12\|27587;2026-05-19\|38.60\|2.80\|37.50\|38.77\|37.22\|22505;2026-05-20\|38.06\|-1.40\|38.48\|39.05\|37.61\|20634;2026-05-21\|36.60\|-3.84\|38.03\|38.64\|36.60\|24560;2026-05-22\|37.05\|1.23\|37.06\|37.33\|36.26\|18677;2026-05-25\|35.70\|-3.64\|36.97\|37.10\|35.07\|32621;2026-05-26\|35.10\|-1.68\|35.70\|35.87\|34.66\|21038;2026-05-27\|34.57\|-1.51\|35.10\|35.30\|34.28\|20391;2026-05-28\|34.43\|-0.41\|34.35\|34.70\|33.68\|27278;2026-05-29\|34.50\|0.20\|34.63\|35.65\|33.71\|45022;2026-06-01\|34.56\|0.17\|34.11\|35.00\|34.11\|20001;2026-06-02\|33.39\|-3.39\|34.54\|34.55\|33.00\|33998;2026-06-03\|32.94\|-1.35\|33.39\|33.39\|32.56\|22890;2026-06-04\|32.21\|-2.22\|32.93\|32.93\|32.04\|20774;2026-06-05\|32.20\|-0.03\|32.84\|33.43\|32.10\|25995;2026-06-08\|31.19\|-3.14\|31.74\|32.56\|30.61\|29614;2026-06-09\|31.52\|1.06\|31.86\|31.86\|30.76\|19203;2026-06-10\|30.72\|-2.54\|31.45\|31.58\|30.37\|19839;2026-06-11\|30.27\|-1.46\|30.24\|30.69\|29.89\|20011;2026-06-12\|31.16\|2.94\|30.57\|31.39\|30.24\|23716;2026-06-15\|31.50\|1.09\|31.00\|31.73\|30.80\|20963;2026-06-16\|31.85\|1.11\|31.51\|32.58\|31.14\|25537;2026-06-17\|38.22\|20.00\|31.85\|38.22\|31.58\|126395;2026-06-18\|41.00\|7.27\|38.50\|42.97\|38.50\|186596;2026-06-22\|40.62\|-0.93\|40.99\|41.58\|39.10\|111047;2026-06-23\|40.22\|-0.98\|40.40\|42.45\|40.00\|127357;2026-06-24\|40.22\|0.00\|41.82\|42.98\|39.00\|129601;2026-06-25\|38.32\|-4.49\|38.39\|39.44\|37.40\|98456;2026-06-26\|35.03\|-8.59\|38.02\|38.39\|35.03\|83872;2026-06-29\|37.71\|7.65\|35.03\|38.89\|34.60\|103167;2026-06-30\|36.23\|-3.92\|37.20\|37.30\|35.83\|65105;2026-07-01\|39.00\|7.65\|36.65\|39.00\|35.60\|90350;2026-07-02\|37.88\|-2.87\|38.51\|39.89\|37.88\|72015;2026-07-03\|37.90\|0.05\|38.40\|39.28\|36.79\|55972;2026-07-06\|37.02\|-2.32\|37.55\|39.27\|36.90\|70148;2026-07-07\|35.94\|-2.92\|36.47\|37.86\|35.51\|51518;2026-07-08\|34.06\|-5.23\|36.20\|36.86\|34.01\|48070;2026-07-09\|33.60\|-1.35\|34.00\|34.80\|32.45\|41515;2026-07-10\|34.41\|2.41\|33.50\|35.32\|32.82\|48098;2026-07-13\|32.32\|-6.07\|34.18\|34.41\|32.10\|36816;2026-07-14\|33.78\|4.52\|32.05\|34.09\|31.36\|45803;2026-07-15\|34.49\|2.10\|33.58\|35.77\|33.28\|65005;2026-07-16\|35.48\|2.87\|34.14\|36.50\|33.49\|74598;2026-07-17\|31.34\|-11.67\|34.75\|34.75\|31.18\|74037;2026-07-20\|30.91\|-1.37\|30.95\|32.23\|30.10\|49731;2026-07-21\|30.24\|-2.17\|30.57\|30.67\|27.68\|60395;2026-07-22\|31.45\|4.00\|30.38\|34.30\|29.91\|73273;2026-07-23\|32.62\|3.72\|30.86\|32.88\|29.92\|71164;2026-07-24\|31.31\|-4.02\|32.59\|34.09\|31.14\|70800
12386	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：公司聚焦肿瘤与代谢疾病领域，核心管线处于临床II/III期；受益2026年中国创新药出海BD总包达571亿美元催化，市场对其潜在海外授权或联合开发预期升温，前三季度净利润同比减亏释放积极信号；涨停缘由：BPI-7711等核心产品针对EGFR耐药突变，临床数据具备竞争力；代谢疾病管线布局GLP-1类似物等热门靶点；出海合作模式灵活，已有海外license-out经验；资金逻辑：Biotech板块情绪回暖，资金偏好临床进展明确、出海路径清晰的企业；公司股价处于历史低位，估值安全边际高，融资余额与成交量同步放大，显示资金抢筹；风险提示：尚未披露具体海外合作进展，授权预期缺乏公告支撑；核心产品III期临床结果未公布，审批与商业化存在不确定性；现金流压力仍需关注，融资依赖度较高	公司是一家创新型药物研发企业，聚焦于肿瘤、代谢疾病等重大疾病领域；前三季度净利润同比减亏	2026-03-17\|19.36\|-0.97\|19.55\|20.38\|18.94\|157412;2026-03-18\|18.77\|-3.05\|19.50\|19.53\|18.64\|166536;2026-03-19\|18.39\|-2.02\|18.58\|18.79\|18.27\|115090;2026-03-20\|17.68\|-3.86\|18.48\|19.05\|17.66\|153196;2026-03-23\|16.76\|-5.20\|17.50\|17.84\|16.56\|150383;2026-03-24\|17.35\|3.52\|17.13\|17.97\|16.95\|181852;2026-03-25\|18.09\|4.27\|17.60\|19.07\|17.36\|212327;2026-03-26\|17.91\|-0.99\|18.24\|18.90\|17.83\|145048;2026-03-27\|19.99\|11.61\|17.84\|20.50\|17.76\|278391;2026-03-30\|19.52\|-2.35\|19.74\|20.18\|19.12\|228594;2026-03-31\|19.02\|-2.56\|19.38\|19.90\|18.94\|108148;2026-04-01\|22.08\|16.09\|19.26\|22.44\|19.26\|381247;2026-04-02\|23.40\|5.98\|22.08\|23.96\|22.00\|467128;2026-04-03\|22.80\|-2.56\|23.33\|23.40\|22.50\|261065;2026-04-07\|22.18\|-2.72\|22.48\|22.78\|21.58\|234803;2026-04-08\|22.26\|0.36\|22.53\|23.16\|21.87\|218583;2026-04-09\|21.50\|-3.41\|22.00\|22.41\|21.36\|177910;2026-04-10\|21.04\|-2.14\|21.26\|21.75\|20.91\|147537;2026-04-13\|21.08\|0.19\|20.80\|21.55\|20.37\|140684;2026-04-14\|21.17\|0.43\|21.08\|21.42\|20.51\|123946;2026-04-15\|21.27\|0.47\|21.77\|22.20\|20.44\|236157;2026-04-16\|22.63\|6.39\|21.22\|23.08\|20.87\|320840;2026-04-17\|22.07\|-2.47\|22.53\|22.88\|21.80\|168435;2026-04-20\|22.04\|-0.14\|22.01\|22.93\|21.82\|167588;2026-04-21\|21.34\|-3.18\|21.95\|22.22\|21.01\|110475;2026-04-22\|23.28\|9.09\|21.24\|23.49\|21.15\|262404;2026-04-23\|22.63\|-2.79\|23.27\|23.27\|21.75\|205412;2026-04-24\|22.28\|-1.55\|22.44\|23.25\|22.04\|166273;2026-04-27\|22.95\|3.01\|22.29\|23.46\|21.71\|160429;2026-04-28\|22.19\|-3.31\|22.97\|23.55\|22.00\|158170;2026-04-29\|22.20\|0.05\|22.61\|23.05\|22.15\|113824;2026-04-30\|23.30\|4.96\|22.22\|24.05\|21.45\|188702;2026-05-06\|22.46\|-3.61\|23.20\|24.13\|22.28\|190755;2026-05-07\|22.00\|-2.05\|22.32\|22.85\|21.48\|170189;2026-05-08\|22.13\|0.59\|22.00\|22.62\|21.21\|154364;2026-05-11\|22.48\|1.58\|22.08\|23.09\|20.83\|218588;2026-05-12\|22.67\|0.85\|22.27\|24.00\|21.90\|205764;2026-05-13\|22.68\|0.04\|22.88\|23.27\|22.21\|140623;2026-05-14\|22.06\|-2.73\|22.51\|23.30\|22.00\|154630;2026-05-15\|21.53\|-2.40\|21.89\|22.35\|21.31\|126917;2026-05-18\|20.13\|-6.50\|21.37\|21.58\|19.88\|168081;2026-05-19\|20.24\|0.55\|20.16\|20.60\|19.82\|86877;2026-05-20\|20.08\|-0.79\|20.04\|20.96\|19.59\|121837;2026-05-21\|20.70\|3.09\|19.99\|21.98\|19.99\|194482;2026-05-22\|20.38\|-1.55\|20.81\|20.99\|20.11\|108285;2026-05-25\|19.65\|-3.58\|20.23\|20.85\|19.31\|132365;2026-05-26\|19.40\|-1.27\|19.50\|19.85\|19.06\|78635;2026-05-27\|19.61\|1.08\|19.23\|20.00\|18.92\|132222;2026-05-28\|18.90\|-3.62\|19.46\|19.80\|18.72\|103726;2026-05-29\|19.50\|3.17\|19.63\|20.26\|18.22\|184723;2026-06-01\|18.69\|-4.15\|19.90\|21.12\|18.62\|188893;2026-06-02\|17.95\|-3.96\|18.60\|18.60\|17.61\|127285;2026-06-03\|17.71\|-1.34\|17.63\|18.40\|17.52\|110529;2026-06-04\|17.70\|-0.06\|17.34\|18.17\|17.29\|95180;2026-06-05\|17.59\|-0.62\|18.00\|18.39\|17.22\|147046;2026-06-08\|16.55\|-5.91\|17.30\|17.80\|16.40\|129410;2026-06-09\|16.52\|-0.18\|16.74\|17.13\|16.01\|111661;2026-06-10\|16.54\|0.12\|16.37\|16.89\|16.15\|91365;2026-06-11\|16.51\|-0.18\|16.53\|16.74\|15.78\|113120;2026-06-12\|18.00\|9.02\|16.80\|18.35\|16.80\|216205;2026-06-15\|17.00\|-5.56\|17.58\|17.99\|16.88\|161634;2026-06-16\|16.55\|-2.65\|16.90\|17.00\|16.30\|113704;2026-06-17\|16.72\|1.03\|16.55\|17.42\|16.55\|116627;2026-06-18\|17.19\|2.81\|16.60\|17.62\|16.40\|130990;2026-06-22\|16.75\|-2.56\|17.11\|17.12\|15.66\|165580;2026-06-23\|16.89\|0.84\|17.08\|17.61\|16.80\|155101;2026-06-24\|17.40\|3.02\|16.90\|17.76\|16.81\|184660;2026-06-25\|17.23\|-0.98\|17.06\|17.40\|16.39\|136900;2026-06-26\|15.96\|-7.37\|16.71\|17.48\|15.69\|164466;2026-06-29\|18.35\|14.97\|15.95\|18.80\|15.58\|305547;2026-06-30\|18.00\|-1.91\|18.20\|18.71\|17.86\|153838;2026-07-01\|20.45\|13.61\|17.83\|20.69\|17.45\|278141;2026-07-02\|21.43\|4.79\|20.77\|22.39\|20.46\|357111;2026-07-03\|22.76\|6.21\|22.17\|23.15\|21.41\|296882;2026-07-06\|23.06\|1.32\|22.43\|26.10\|21.88\|439909;2026-07-07\|21.71\|-5.85\|22.70\|22.80\|21.30\|294786;2026-07-08\|20.61\|-5.07\|22.10\|22.59\|20.56\|214956;2026-07-09\|21.54\|4.51\|20.43\|22.80\|19.85\|256435;2026-07-10\|22.41\|4.04\|21.43\|23.58\|21.06\|230732;2026-07-13\|23.58\|5.22\|22.16\|24.74\|22.15\|276868;2026-07-14\|25.08\|6.36\|23.37\|25.77\|22.00\|295604;2026-07-15\|25.30\|0.88\|24.83\|28.21\|24.65\|385585;2026-07-16\|23.95\|-5.34\|24.67\|26.50\|23.78\|264012;2026-07-17\|22.55\|-5.85\|23.65\|24.46\|22.40\|248413;2026-07-20\|26.04\|15.48\|22.20\|26.20\|22.20\|328411;2026-07-21\|25.99\|-0.19\|25.34\|26.20\|23.81\|355475;2026-07-22\|25.56\|-1.65\|25.60\|28.10\|25.20\|320248;2026-07-23\|25.06\|-1.96\|25.40\|26.62\|24.82\|184010;2026-07-24\|23.81\|-4.99\|24.80\|25.08\|23.75\|168552
12385	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：Iza-brenII期临床试验获批，叠加双抗与ADC平台协同效应，契合创新药出海对差异化技术平台的偏好；涨停缘由：Iza-bren为靶向TIGIT/CD28双特异性抗体，机制新颖；公司拥有完整抗体发现到CMC平台，出海合作基础扎实；资金逻辑：4月1日涨停伴随成交额放大至1.8亿元，主力资金净流入超600万元，近3个月获2家机构首次覆盖并给予买入；风险提示：双抗临床数据尚未完全披露，疗效与安全性待验证；平台型公司研发投入大，盈利拐点尚需时日	公司创新药物iza-brenII期临床试验获批	2026-03-17\|272.37\|2.59\|265.06\|281.98\|263.00\|21171;2026-03-18\|270.72\|-0.61\|270.42\|272.90\|263.01\|15901;2026-03-19\|269.38\|-0.49\|266.07\|273.64\|266.07\|12672;2026-03-20\|271.48\|0.78\|269.38\|281.44\|267.70\|15951;2026-03-23\|258.20\|-4.89\|265.00\|268.00\|254.90\|13008;2026-03-24\|265.71\|2.91\|261.33\|276.66\|260.93\|13538;2026-03-25\|263.12\|-0.97\|266.46\|270.80\|261.50\|17359;2026-03-26\|255.00\|-3.09\|263.37\|270.50\|253.69\|13675;2026-03-27\|286.78\|12.46\|253.99\|288.93\|253.00\|34450;2026-03-30\|277.21\|-3.34\|285.00\|291.28\|276.00\|22520;2026-03-31\|278.00\|0.28\|277.00\|289.00\|274.30\|22067;2026-04-01\|312.90\|12.55\|278.56\|315.00\|278.56\|34324;2026-04-02\|319.79\|2.20\|306.65\|330.55\|306.03\|31036;2026-04-03\|313.53\|-1.96\|316.05\|327.18\|308.94\|22123;2026-04-07\|309.22\|-1.37\|310.00\|316.70\|297.77\|15813;2026-04-08\|322.01\|4.14\|315.00\|325.00\|304.00\|23386;2026-04-09\|308.20\|-4.29\|319.49\|324.99\|307.70\|17269;2026-04-10\|303.78\|-1.43\|311.51\|313.00\|300.81\|22361;2026-04-13\|299.95\|-1.26\|301.00\|309.88\|298.07\|16445;2026-04-14\|299.36\|-0.20\|299.96\|301.34\|292.06\|18234;2026-04-15\|313.85\|4.84\|305.35\|314.90\|295.39\|25958;2026-04-16\|312.70\|-0.37\|308.50\|313.78\|302.09\|18359;2026-04-17\|298.39\|-4.58\|310.01\|313.23\|290.08\|31010;2026-04-20\|300.01\|0.54\|298.00\|305.00\|295.28\|15466;2026-04-21\|296.00\|-1.34\|298.96\|313.00\|295.01\|15528;2026-04-22\|295.42\|-0.20\|295.00\|298.00\|284.09\|20088;2026-04-23\|287.52\|-2.67\|294.08\|294.99\|283.68\|19649;2026-04-24\|284.04\|-1.21\|287.52\|292.22\|282.40\|16124;2026-04-27\|284.52\|0.17\|283.60\|285.57\|278.00\|15369;2026-04-28\|273.00\|-4.05\|284.00\|287.37\|271.10\|16718;2026-04-29\|271.00\|-0.73\|274.20\|275.00\|264.00\|15536;2026-04-30\|272.74\|0.64\|268.98\|279.50\|267.47\|19942;2026-05-06\|271.04\|-0.62\|269.09\|275.83\|267.08\|17759;2026-05-07\|276.50\|2.01\|271.66\|277.77\|266.20\|20090;2026-05-08\|265.75\|-3.89\|276.50\|276.50\|264.50\|19069;2026-05-11\|274.72\|3.38\|265.75\|277.98\|261.78\|24029;2026-05-12\|263.10\|-4.23\|272.88\|278.56\|262.50\|23094;2026-05-13\|264.60\|0.57\|266.95\|267.00\|260.00\|16625;2026-05-14\|258.75\|-2.21\|264.60\|268.50\|256.50\|15926;2026-05-15\|257.01\|-0.67\|258.52\|261.91\|254.50\|13980;2026-05-18\|252.47\|-1.77\|254.44\|256.57\|249.11\|13789;2026-05-19\|247.03\|-2.15\|256.97\|256.97\|244.88\|15803;2026-05-20\|247.31\|0.11\|244.96\|250.00\|241.07\|15358;2026-05-21\|250.10\|1.13\|248.50\|261.00\|247.92\|25126;2026-05-22\|240.06\|-4.01\|255.00\|255.83\|239.06\|18649;2026-05-25\|233.00\|-2.94\|238.06\|241.65\|228.22\|27878;2026-05-26\|237.00\|1.72\|236.01\|243.98\|231.86\|23325;2026-05-27\|235.71\|-0.54\|234.00\|239.66\|231.18\|19062;2026-05-28\|219.60\|-6.83\|237.40\|237.63\|219.09\|25533;2026-05-29\|238.57\|8.64\|222.90\|244.00\|218.89\|50018;2026-06-01\|213.15\|-10.66\|239.99\|243.90\|205.66\|57897;2026-06-02\|212.31\|-0.39\|211.00\|218.00\|200.10\|32077;2026-06-03\|212.13\|-0.08\|211.98\|214.98\|207.50\|16484;2026-06-04\|212.90\|0.36\|214.31\|222.49\|211.50\|20816;2026-06-05\|212.29\|-0.29\|217.00\|221.01\|210.13\|16760;2026-06-08\|204.58\|-3.63\|210.94\|213.58\|201.02\|21975;2026-06-09\|208.90\|2.11\|204.00\|211.83\|201.02\|20001;2026-06-10\|219.98\|5.30\|205.00\|223.23\|205.00\|27828;2026-06-11\|218.38\|-0.73\|215.92\|221.98\|213.07\|17864;2026-06-12\|232.00\|6.24\|218.41\|234.89\|214.00\|35736;2026-06-15\|236.73\|2.04\|236.00\|241.51\|228.00\|24431;2026-06-16\|235.11\|-0.68\|234.83\|236.68\|228.01\|19436;2026-06-17\|230.00\|-2.17\|232.89\|234.81\|227.02\|14303;2026-06-18\|229.43\|-0.25\|227.67\|243.26\|225.20\|24217;2026-06-22\|227.48\|-0.85\|228.88\|232.91\|220.10\|31291;2026-06-23\|252.43\|10.97\|231.08\|258.72\|226.50\|47472;2026-06-24\|247.71\|-1.87\|248.00\|262.48\|245.02\|29975;2026-06-25\|273.00\|10.21\|240.48\|276.58\|239.00\|34943;2026-06-26\|262.59\|-3.81\|271.00\|278.44\|258.88\|22639;2026-06-29\|297.01\|13.11\|265.02\|302.17\|258.00\|41613;2026-06-30\|294.03\|-1.00\|290.26\|300.00\|288.00\|27287;2026-07-01\|319.90\|8.80\|291.91\|323.00\|268.52\|44258;2026-07-02\|335.50\|4.88\|310.95\|353.88\|310.01\|52790;2026-07-03\|340.00\|1.34\|334.88\|349.00\|314.00\|44191;2026-07-06\|330.00\|-2.94\|330.01\|355.28\|325.00\|42936;2026-07-07\|306.36\|-7.16\|322.00\|326.86\|305.00\|36224;2026-07-08\|304.00\|-0.77\|309.32\|317.86\|303.01\|25904;2026-07-09\|306.55\|0.84\|305.00\|317.11\|296.66\|27201;2026-07-10\|310.90\|1.42\|307.00\|316.50\|297.10\|28159;2026-07-13\|299.59\|-3.64\|307.50\|312.50\|297.02\|20659;2026-07-14\|304.10\|1.51\|298.00\|305.87\|292.12\|19761;2026-07-15\|333.58\|9.69\|303.64\|343.00\|300.07\|40856;2026-07-16\|332.83\|-0.22\|325.00\|347.99\|321.05\|29435;2026-07-17\|313.00\|-5.96\|333.57\|339.00\|301.11\|37082;2026-07-20\|336.20\|7.41\|308.00\|340.00\|303.01\|31813;2026-07-21\|341.70\|1.64\|332.20\|344.60\|324.00\|28204;2026-07-22\|330.99\|-3.13\|337.00\|353.00\|325.52\|28514;2026-07-23\|331.80\|0.24\|327.01\|335.70\|322.51\|15922;2026-07-24\|311.00\|-6.27\|325.88\|331.56\|307.00\|22605
12384	2026年中国创新药出海BD总包已达571亿美元	临床前CRO+AI抗体平台+业绩扭亏行业原因： 1、中国银河证券研报指出，2026年1-4月医保统筹基金支出同比增长5.6%，增速回正，将带动下游需求增长，并反映在眼科、专科医院等医疗服务公司应收账款周转情况的向好上。 2、华源证券研报指出，医疗服务板块在2025年业绩筑底企稳后，2026年第一季度出现明确回暖信号。公司原因： 1、据2026年5月28日机构调研，公司2025年以创新动物模型为核心的临床前产品与服务业务营收同比增长58.00%，毛利率约72.60%，已累计为全球约1100名合作伙伴完成超8600个药物评估项目。 2、据2026年5月28日机构调研，公司基于百万级真实抗体序列数据打造的线上数据库平台“RenSuper Workstation”正在测试，预计近期向全球客户开放，驱动抗体业务向“平台化自助服务”升级。 3、据2026年4月28日公告，公司2026年第一季度实现营收4.33亿元，同比增长73.68%，归母净利润1.04亿元，同比实现扭亏为盈，主要系收入增长及确认大额里程碑收入所致。	2025-12上市
12383	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：公司为巴瑞替尼原料药核心供应商，亦承接辉瑞定制化中间体研发；受益2026年中国创新药出海BD总包达571亿美元催化，CDMO企业凭借全球药企供应链地位获得估值重估；涨停缘由：深度绑定国际MNC客户，订单可见度高；中间体定制化研发能力突出，技术壁垒逐步提升；出海BD活跃带动上游供应链需求，公司产能利用率与订单饱满度持续改善；资金逻辑：CDMO板块随全球创新药投融资回暖而修复，诚达作为细分隐形冠军获资金挖掘；融资余额稳步增长，主力资金连续多日净流入，显示配置型资金介入迹象；风险提示：客户集中度较高，单一药企订单变动可能影响业绩稳定性；中间体业务毛利率低于制剂，盈利弹性受限；未披露新增大额订单或产能扩建计划	公司主营关键医药中间体CDMO服务，为巴瑞替尼原料药提供商，此前表示受辉瑞原料药工厂委托，为其定制研发医药中间体	2026-03-17\|41.73\|-3.11\|43.13\|43.13\|41.62\|24224;2026-03-18\|42.68\|2.28\|41.94\|42.75\|41.40\|14574;2026-03-19\|40.87\|-4.24\|42.25\|42.32\|40.71\|20660;2026-03-20\|40.73\|-0.34\|41.30\|41.86\|40.70\|16099;2026-03-23\|37.74\|-7.34\|40.00\|40.20\|37.42\|34568;2026-03-24\|39.32\|4.19\|38.50\|39.47\|37.74\|22345;2026-03-25\|41.41\|5.32\|39.49\|41.99\|39.11\|30607;2026-03-26\|41.06\|-0.85\|41.64\|42.09\|40.45\|20084;2026-03-27\|46.34\|12.86\|40.55\|46.68\|40.00\|109784;2026-03-30\|47.43\|2.35\|48.88\|49.52\|45.38\|150133;2026-03-31\|51.70\|9.00\|47.70\|54.10\|47.70\|191695;2026-04-01\|59.61\|15.30\|52.90\|61.26\|52.21\|260066;2026-04-02\|59.10\|-0.86\|61.62\|64.00\|56.09\|274902;2026-04-03\|61.15\|3.47\|58.24\|61.79\|56.71\|226755;2026-04-07\|62.48\|2.17\|62.02\|65.03\|60.50\|195934;2026-04-08\|62.75\|0.43\|61.49\|64.50\|59.69\|180962;2026-04-09\|53.00\|-15.54\|64.00\|64.49\|52.09\|271237;2026-04-10\|46.31\|-12.62\|51.00\|52.73\|46.17\|240966;2026-04-13\|43.24\|-6.63\|45.80\|45.80\|42.90\|152290;2026-04-14\|44.39\|2.66\|43.12\|44.39\|42.46\|112089;2026-04-15\|44.75\|0.81\|44.90\|46.10\|43.87\|143731;2026-04-16\|43.00\|-3.91\|44.71\|44.80\|42.18\|121341;2026-04-17\|41.85\|-2.67\|43.00\|43.00\|41.58\|90405;2026-04-20\|42.14\|0.69\|42.00\|42.49\|41.30\|56851;2026-04-21\|41.10\|-2.47\|42.00\|42.30\|40.70\|64479;2026-04-22\|40.60\|-1.22\|41.00\|41.15\|40.28\|48654;2026-04-23\|39.97\|-1.55\|40.70\|40.70\|39.70\|43514;2026-04-24\|40.25\|0.70\|39.68\|40.85\|39.27\|48471;2026-04-27\|40.28\|0.07\|40.00\|40.45\|39.42\|47308;2026-04-28\|40.36\|0.20\|42.03\|42.95\|39.92\|124308;2026-04-29\|41.23\|2.16\|40.20\|41.85\|39.80\|87053;2026-04-30\|41.24\|0.02\|41.00\|41.89\|40.75\|54009;2026-05-06\|41.38\|0.34\|41.99\|42.16\|41.14\|52433;2026-05-07\|41.63\|0.60\|41.38\|41.92\|41.12\|49016;2026-05-08\|41.84\|0.50\|41.67\|42.32\|41.11\|57939;2026-05-11\|43.20\|3.25\|42.31\|43.32\|41.35\|85634;2026-05-12\|42.07\|-2.62\|41.80\|42.75\|40.91\|79952;2026-05-13\|41.17\|-2.14\|42.06\|42.25\|41.02\|55364;2026-05-14\|40.23\|-2.28\|41.16\|41.60\|40.12\|50094;2026-05-15\|38.97\|-3.13\|40.00\|40.54\|38.50\|55359;2026-05-18\|38.71\|-0.67\|39.16\|39.26\|38.25\|47666;2026-05-19\|38.90\|0.49\|38.60\|40.11\|38.52\|46253;2026-05-20\|38.74\|-0.41\|38.75\|39.22\|38.25\|34909;2026-05-21\|36.45\|-5.91\|38.82\|39.33\|36.00\|71178;2026-05-22\|35.45\|-2.74\|36.23\|36.90\|34.88\|61507;2026-05-25\|35.89\|1.24\|35.55\|37.22\|35.39\|55294;2026-05-26\|34.59\|-3.62\|35.77\|35.77\|34.17\|55959;2026-05-27\|33.49\|-3.18\|34.39\|34.73\|33.26\|44819;2026-05-28\|32.68\|-2.42\|33.44\|33.48\|31.70\|56701;2026-05-29\|33.04\|1.10\|32.53\|34.98\|32.53\|69638;2026-06-01\|33.31\|0.82\|32.94\|34.17\|32.81\|55040;2026-06-02\|33.60\|0.87\|33.37\|33.75\|31.70\|48401;2026-06-03\|34.86\|3.75\|33.60\|35.51\|33.00\|77155;2026-06-04\|35.66\|2.29\|34.65\|35.94\|34.12\|66835;2026-06-05\|35.18\|-1.35\|35.88\|36.32\|34.77\|55386;2026-06-08\|34.61\|-1.62\|34.92\|35.71\|34.17\|46452;2026-06-09\|34.67\|0.17\|35.20\|35.20\|34.08\|31691;2026-06-10\|33.71\|-2.77\|34.38\|35.20\|33.26\|40434;2026-06-11\|33.15\|-1.66\|33.38\|34.56\|32.95\|32709;2026-06-12\|33.18\|0.09\|33.32\|33.72\|32.66\|34299;2026-06-15\|33.22\|0.12\|32.98\|33.53\|32.78\|36919;2026-06-16\|35.13\|5.75\|33.14\|36.31\|32.62\|63845;2026-06-17\|35.42\|0.83\|35.13\|36.05\|34.68\|45985;2026-06-18\|35.72\|0.85\|35.10\|36.13\|34.80\|41322;2026-06-22\|35.70\|-0.06\|35.88\|36.20\|34.86\|47985;2026-06-23\|37.62\|5.38\|35.51\|38.65\|35.51\|100088;2026-06-24\|37.35\|-0.72\|37.47\|38.40\|36.85\|95799;2026-06-25\|37.49\|0.37\|36.90\|38.60\|36.88\|72231;2026-06-26\|36.17\|-3.52\|37.06\|38.00\|36.00\|64891;2026-06-29\|37.69\|4.20\|36.05\|37.79\|35.13\|90734;2026-06-30\|36.36\|-3.53\|37.30\|37.59\|35.68\|70366;2026-07-01\|37.97\|4.43\|36.02\|38.05\|34.80\|102146;2026-07-02\|38.15\|0.47\|37.97\|40.00\|37.43\|90144;2026-07-03\|37.80\|-0.92\|38.84\|38.97\|36.70\|68211;2026-07-06\|42.65\|12.83\|37.24\|43.60\|36.90\|217438;2026-07-07\|42.92\|0.63\|42.60\|43.64\|42.00\|169915;2026-07-08\|41.13\|-4.17\|42.92\|46.10\|40.98\|219095;2026-07-09\|34.70\|-15.63\|39.40\|40.81\|33.34\|244561;2026-07-10\|36.88\|6.28\|34.36\|38.55\|33.50\|181901;2026-07-13\|37.95\|2.90\|37.41\|38.28\|36.42\|136505;2026-07-14\|37.30\|-1.71\|37.84\|38.00\|34.48\|109943;2026-07-15\|37.94\|2.26\|37.00\|40.30\|36.64\|141498;2026-07-16\|38.20\|0.69\|37.57\|39.15\|36.55\|112339;2026-07-17\|33.29\|-12.85\|37.45\|37.95\|33.25\|120855;2026-07-20\|30.74\|-7.66\|33.01\|33.69\|30.57\|104444;2026-07-21\|30.32\|-1.37\|30.61\|30.76\|26.90\|118400;2026-07-22\|29.80\|-1.72\|29.87\|31.35\|29.20\|77045;2026-07-23\|28.84\|-3.22\|29.70\|29.99\|28.44\|77703;2026-07-24\|27.80\|-3.61\|28.63\|29.29\|27.67\|56724
12382	2026年中国创新药出海BD总包已达571亿美元	CRO+订单增长+产能释放+国资 1、据2025年10月31日三季报，公司前三季度新签IND+NDA项目数同比增长30.71%，在手订单金额较2024年末增19.43%，南通高品质非临床创新药物综合评价平台扩建项目已于2025年上半年全面进入GLP模拟运营，后续将加快产能释放。 2、据2025年4月30日年度报告，公司90%以上收入来自I类创新药物非临床研究服务，累计协助近200个国际国内首创创新药项目，涵盖环形RNA、AAV基因治疗、ADC等前沿品类，具备一站式非临床评价平台。 3、据2025年9月3日机构调研，公司控股股东为中国医药工业研究总院有限公司，最终控制人为国务院国资委，具备央企背景。	公司作为专业 CRO 企业，在非临床研究领域深度布局 AI 技术应用：自主研发 AI 病理辅助诊断系统，构建跨种属多脏器识别模型，完成 1.5 万张 WSI 扫描训练，识别准确率显著提升	2026-03-17\|55.35\|-7.10\|59.57\|59.60\|55.05\|17571;2026-03-18\|58.52\|5.73\|56.54\|59.30\|54.83\|16220;2026-03-19\|54.25\|-7.30\|59.50\|59.50\|53.50\|14326;2026-03-20\|52.13\|-3.91\|55.94\|55.94\|52.03\|7666;2026-03-23\|50.77\|-2.61\|51.29\|53.20\|50.21\|7260;2026-03-24\|55.25\|8.82\|51.37\|55.69\|51.37\|14379;2026-03-25\|57.25\|3.62\|55.10\|58.00\|55.10\|10073;2026-03-26\|57.60\|0.61\|57.67\|59.44\|56.56\|7894;2026-03-27\|65.99\|14.57\|58.69\|68.00\|58.07\|33600;2026-03-30\|69.80\|5.77\|65.60\|73.00\|65.08\|30487;2026-03-31\|71.00\|1.72\|69.79\|71.55\|66.92\|30221;2026-04-01\|70.37\|-0.89\|70.39\|72.91\|67.49\|33190;2026-04-02\|65.42\|-7.03\|70.01\|71.14\|63.89\|34155;2026-04-03\|67.30\|2.87\|66.26\|67.80\|64.13\|24698;2026-04-07\|65.20\|-3.12\|67.13\|68.28\|65.09\|15493;2026-04-08\|66.97\|2.71\|65.99\|68.07\|65.88\|15857;2026-04-09\|69.28\|3.45\|67.98\|70.88\|66.00\|23256;2026-04-10\|70.11\|1.20\|69.70\|72.99\|68.40\|17582;2026-04-13\|68.75\|-1.94\|69.99\|71.60\|68.08\|10742;2026-04-14\|72.11\|4.89\|69.43\|72.50\|67.61\|18283;2026-04-15\|71.62\|-0.68\|74.97\|75.86\|70.00\|19483;2026-04-16\|71.01\|-0.85\|71.00\|72.20\|69.23\|10244;2026-04-17\|67.94\|-4.32\|70.70\|71.47\|67.30\|13667;2026-04-20\|67.30\|-0.94\|67.70\|68.48\|66.50\|12094;2026-04-21\|69.49\|3.25\|67.82\|69.88\|66.55\|9573;2026-04-22\|70.83\|1.93\|69.28\|70.87\|67.58\|8239;2026-04-23\|67.99\|-4.01\|70.85\|71.56\|67.60\|10243;2026-04-24\|67.62\|-0.54\|67.20\|71.70\|66.80\|13798;2026-04-27\|70.90\|4.85\|67.80\|71.00\|66.88\|13027;2026-04-28\|68.00\|-4.09\|72.30\|75.50\|66.96\|24418;2026-04-29\|67.98\|-0.03\|67.39\|69.47\|66.11\|13489;2026-04-30\|67.00\|-1.44\|69.00\|70.28\|65.00\|24061;2026-05-06\|67.03\|0.04\|67.04\|70.11\|65.88\|24493;2026-05-07\|68.18\|1.72\|65.81\|69.00\|65.81\|16143;2026-05-08\|65.12\|-4.49\|67.69\|68.68\|64.00\|16134;2026-05-11\|63.10\|-3.10\|63.60\|64.79\|58.41\|50468;2026-05-12\|63.49\|0.62\|64.36\|64.91\|62.01\|26546;2026-05-13\|63.83\|0.54\|62.23\|64.49\|61.47\|20351;2026-05-14\|63.22\|-0.96\|63.83\|65.39\|61.88\|20720;2026-05-15\|64.67\|2.29\|63.22\|67.05\|63.00\|22349;2026-05-18\|65.83\|1.79\|65.25\|68.72\|63.02\|29076;2026-05-19\|63.49\|-3.55\|67.15\|69.70\|62.99\|23566;2026-05-20\|64.31\|1.29\|63.00\|65.51\|62.00\|16410;2026-05-21\|65.41\|1.71\|65.08\|68.70\|63.68\|31365;2026-05-22\|64.82\|-0.90\|66.01\|67.65\|63.82\|16460;2026-05-25\|61.11\|-5.72\|65.01\|66.77\|59.00\|32238;2026-05-26\|60.12\|-1.62\|61.00\|61.97\|59.10\|15444;2026-05-27\|60.92\|1.33\|60.88\|62.00\|59.20\|17806;2026-05-28\|61.52\|0.98\|61.88\|64.23\|60.52\|16755;2026-05-29\|60.51\|-1.64\|61.51\|64.50\|58.00\|26113;2026-06-01\|58.49\|-3.34\|60.30\|62.70\|57.80\|20478;2026-06-02\|57.77\|-1.23\|57.70\|58.89\|55.27\|15104;2026-06-03\|58.85\|1.87\|58.92\|59.80\|57.69\|14324;2026-06-04\|57.92\|-1.58\|58.80\|59.23\|56.51\|13329;2026-06-05\|56.96\|-1.66\|58.64\|59.20\|56.33\|14521;2026-06-08\|51.80\|-9.06\|57.00\|57.53\|51.12\|32584;2026-06-09\|53.17\|2.64\|53.10\|54.35\|50.57\|23980;2026-06-10\|53.52\|0.66\|52.81\|54.52\|52.10\|19923;2026-06-11\|52.10\|-2.65\|53.52\|53.96\|51.02\|15643;2026-06-12\|54.26\|4.15\|53.07\|54.55\|51.93\|22084;2026-06-15\|52.37\|-3.48\|53.17\|54.51\|51.80\|19616;2026-06-16\|52.73\|0.69\|52.30\|53.55\|51.34\|14166;2026-06-17\|53.64\|1.73\|53.10\|53.88\|51.00\|21424;2026-06-18\|57.12\|6.49\|52.51\|57.89\|52.51\|30755;2026-06-22\|60.10\|5.22\|56.59\|60.67\|54.86\|30477;2026-06-23\|61.19\|1.81\|59.80\|64.50\|59.51\|25755;2026-06-24\|63.61\|3.95\|61.08\|65.80\|60.04\|36320;2026-06-25\|65.30\|2.66\|63.92\|66.67\|62.10\|26646;2026-06-26\|64.69\|-0.93\|65.00\|67.47\|64.00\|24454;2026-06-29\|68.08\|5.24\|64.75\|68.27\|63.54\|34314;2026-06-30\|67.20\|-1.29\|66.66\|69.50\|65.78\|31061;2026-07-01\|68.38\|1.76\|67.16\|70.20\|63.88\|29067;2026-07-02\|65.00\|-4.94\|68.38\|71.00\|64.47\|28972;2026-07-03\|62.67\|-3.58\|67.29\|67.86\|60.09\|42732;2026-07-06\|64.02\|2.15\|63.92\|66.78\|62.81\|42537;2026-07-07\|65.08\|1.66\|64.67\|69.58\|63.23\|39482;2026-07-08\|64.26\|-1.26\|66.31\|67.22\|63.30\|22820;2026-07-09\|64.89\|0.98\|63.00\|66.65\|62.01\|22363;2026-07-10\|77.87\|20.00\|65.88\|77.87\|64.00\|68577;2026-07-13\|84.02\|7.90\|78.87\|84.58\|76.51\|87593;2026-07-14\|81.08\|-3.50\|81.62\|82.80\|75.61\|62736;2026-07-15\|81.00\|-0.10\|85.51\|91.19\|78.99\|91054;2026-07-16\|76.57\|-5.47\|76.00\|83.38\|74.11\|71767;2026-07-17\|65.40\|-14.59\|72.29\|75.90\|64.58\|78751;2026-07-20\|69.30\|5.96\|64.65\|72.88\|64.52\|56871;2026-07-21\|75.04\|8.28\|68.70\|75.69\|65.51\|49001;2026-07-22\|80.60\|7.41\|74.60\|84.68\|72.70\|49917;2026-07-23\|80.07\|-0.66\|79.51\|82.98\|78.16\|33739;2026-07-24\|76.90\|-3.96\|80.00\|81.22\|75.90\|31175
12381	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：并购ADC+mRNA平台+减肥药概念共振；涨停缘由：拟控股巨石生物切入ADC/mRNA前沿领域，叠加GLP-1减重药市场扩容；拟现金增资巨石生物并取得51%以上股权，标的专注抗体偶联药物（ADC）、mRNA疫苗等前沿领域；母公司石药集团GLP-1类产品已启动III期临床，公司有望共享减重药供应链红利；维生素功能食品业务稳健，2026Q1营收同比+18%；资金逻辑：并购重组题材活跃，3月27日涨停封单超20万手，显示资金高度认可外延成长路径；风险提示：并购事项尚需董事会及监管审批，存在不确定性；巨石生物尚未盈利，整合风险较高	公司拟现金增资巨石生物并取得51%以上股权，标的专注于抗体类药物、抗体偶联药物（ADC）以及mRNA疫苗等生物制药前沿领域	2026-03-17\|32.35\|1.09\|31.68\|33.63\|30.90\|161099;2026-03-18\|32.05\|-0.93\|32.33\|32.49\|31.68\|75622;2026-03-19\|31.65\|-1.25\|32.02\|32.67\|31.51\|96192;2026-03-20\|30.16\|-4.71\|31.79\|32.13\|30.00\|89587;2026-03-23\|28.00\|-7.16\|30.08\|30.08\|27.70\|119093;2026-03-24\|29.60\|5.71\|28.67\|29.71\|28.37\|112201;2026-03-25\|29.67\|0.24\|29.59\|30.66\|29.37\|93084;2026-03-26\|28.16\|-5.09\|30.03\|30.20\|28.02\|120714;2026-03-27\|32.28\|14.63\|27.83\|33.32\|27.83\|230637;2026-03-30\|32.24\|-0.12\|31.89\|33.28\|31.64\|179754;2026-03-31\|31.76\|-1.49\|32.28\|33.10\|31.50\|113456;2026-04-01\|34.45\|8.47\|32.18\|34.46\|32.00\|227522;2026-04-02\|33.68\|-2.24\|34.67\|34.90\|33.50\|156155;2026-04-03\|32.51\|-3.47\|33.11\|33.52\|32.38\|104894;2026-04-07\|33.25\|2.28\|32.91\|34.05\|32.52\|108404;2026-04-08\|33.88\|1.89\|33.70\|34.48\|33.41\|114493;2026-04-09\|33.20\|-2.01\|33.51\|34.21\|33.01\|91693;2026-04-10\|32.60\|-1.81\|33.20\|33.98\|32.52\|90805;2026-04-13\|33.09\|1.50\|32.38\|34.17\|32.20\|103029;2026-04-14\|31.46\|-4.93\|33.04\|33.50\|30.28\|221483;2026-04-15\|33.97\|7.98\|32.10\|34.20\|31.39\|226235;2026-04-16\|34.00\|0.09\|33.53\|34.42\|33.00\|130073;2026-04-17\|32.87\|-3.32\|33.64\|34.00\|32.52\|126141;2026-04-20\|32.87\|0.00\|32.70\|34.86\|32.58\|156421;2026-04-21\|31.97\|-2.74\|32.79\|33.00\|31.66\|94489;2026-04-22\|32.04\|0.22\|31.80\|32.17\|31.08\|88431;2026-04-23\|31.06\|-3.06\|31.87\|31.89\|30.70\|78357;2026-04-24\|30.79\|-0.87\|31.06\|31.35\|30.03\|73493;2026-04-27\|31.37\|1.88\|30.76\|31.93\|30.42\|86744;2026-04-28\|30.14\|-3.92\|31.37\|31.56\|29.60\|134700;2026-04-29\|29.94\|-0.66\|30.00\|30.30\|29.50\|76937;2026-04-30\|30.37\|1.44\|29.95\|31.59\|29.95\|117733;2026-05-06\|30.84\|1.55\|30.40\|31.65\|30.22\|114146;2026-05-07\|32.12\|4.15\|31.15\|32.19\|30.65\|117403;2026-05-08\|32.07\|-0.16\|32.12\|32.65\|31.23\|100865;2026-05-11\|32.59\|1.62\|32.06\|33.09\|32.05\|95641;2026-05-12\|32.80\|0.64\|32.68\|33.55\|32.22\|122326;2026-05-13\|32.08\|-2.20\|32.66\|32.96\|31.71\|85762;2026-05-14\|31.20\|-2.74\|32.10\|32.60\|31.18\|74867;2026-05-15\|30.77\|-1.38\|31.38\|32.42\|30.43\|89198;2026-05-18\|29.85\|-2.99\|30.77\|30.83\|29.62\|81879;2026-05-19\|29.90\|0.17\|29.75\|30.25\|28.50\|107974;2026-05-20\|29.52\|-1.27\|29.80\|29.98\|29.01\|78691;2026-05-21\|28.72\|-2.71\|29.50\|30.68\|28.62\|114820;2026-05-22\|28.84\|0.42\|28.85\|29.50\|28.54\|77981;2026-05-25\|28.11\|-2.53\|29.51\|29.51\|27.84\|90524;2026-05-26\|27.85\|-0.92\|28.11\|29.33\|27.03\|146157;2026-05-27\|27.29\|-2.01\|27.76\|28.06\|26.91\|96115;2026-05-28\|26.04\|-4.58\|27.15\|27.30\|25.01\|142961;2026-05-29\|26.76\|2.77\|26.48\|27.44\|25.63\|149450;2026-06-01\|25.95\|-3.03\|28.01\|28.64\|25.75\|175132;2026-06-02\|25.56\|-1.50\|25.97\|26.05\|24.53\|114214;2026-06-03\|25.66\|0.39\|25.49\|25.97\|25.07\|98484;2026-06-04\|25.32\|-1.32\|25.66\|26.02\|25.10\|56505;2026-06-05\|24.90\|-1.66\|25.54\|26.29\|24.75\|92975;2026-06-08\|23.60\|-5.22\|24.50\|25.42\|23.05\|117381;2026-06-09\|23.88\|1.19\|23.66\|24.40\|22.50\|124136;2026-06-10\|23.93\|0.21\|23.94\|24.08\|23.05\|86094;2026-06-11\|23.97\|0.17\|23.70\|24.10\|23.42\|83476;2026-06-12\|23.23\|-3.09\|23.97\|24.20\|23.16\|147156;2026-06-15\|24.74\|6.50\|23.23\|24.80\|23.21\|148900;2026-06-16\|23.76\|-3.96\|24.55\|24.68\|23.65\|124504;2026-06-17\|24.59\|3.49\|24.00\|26.21\|23.80\|205630;2026-06-18\|23.95\|-2.60\|24.36\|24.99\|23.81\|150155;2026-06-22\|24.20\|1.04\|23.88\|24.66\|23.10\|148237;2026-06-23\|24.59\|1.61\|24.27\|24.93\|24.01\|147240;2026-06-24\|26.03\|5.86\|24.50\|27.00\|24.38\|245223;2026-06-25\|26.13\|0.38\|26.02\|26.95\|25.03\|157265;2026-06-26\|25.40\|-2.79\|25.84\|26.72\|25.04\|133075;2026-06-29\|27.70\|9.06\|25.39\|28.10\|25.05\|221966;2026-06-30\|27.23\|-1.70\|27.31\|27.60\|26.96\|150293;2026-07-01\|30.75\|12.93\|27.00\|31.50\|26.30\|264008;2026-07-02\|34.49\|12.16\|30.90\|34.66\|30.80\|391340;2026-07-03\|36.71\|6.44\|35.00\|37.39\|33.80\|401337;2026-07-06\|36.73\|0.05\|35.10\|38.67\|35.00\|368006;2026-07-07\|34.16\|-7.00\|36.11\|37.08\|33.80\|326129;2026-07-08\|33.85\|-0.91\|33.84\|35.70\|33.51\|183828;2026-07-09\|36.38\|7.47\|32.82\|37.00\|32.62\|271068;2026-07-10\|38.70\|6.38\|36.10\|39.58\|35.80\|282525;2026-07-13\|37.55\|-2.97\|37.80\|39.09\|36.50\|196283;2026-07-14\|37.39\|-0.43\|36.50\|38.53\|36.00\|172836;2026-07-15\|42.00\|12.33\|37.43\|43.40\|37.43\|339867;2026-07-16\|39.97\|-4.83\|40.08\|42.77\|39.00\|261904;2026-07-17\|38.25\|-4.30\|40.07\|42.00\|37.53\|260529;2026-07-20\|41.62\|8.81\|36.75\|42.88\|36.36\|344304;2026-07-21\|41.45\|-0.41\|40.21\|41.45\|37.87\|268269;2026-07-22\|39.74\|-4.13\|40.88\|42.98\|38.80\|232154;2026-07-23\|38.61\|-2.84\|38.45\|39.44\|37.49\|172443;2026-07-24\|36.90\|-4.43\|38.06\|38.80\|36.66\|156451
12380	2026年中国创新药出海BD总包已达571亿美元	参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	家用医疗健康电子产品龙头；公司投资的砺思资本连投了三轮月之暗面，后者估值达180亿美元	2026-03-17\|54.50\|0.26\|54.40\|56.77\|54.36\|253235;2026-03-18\|59.95\|10.00\|54.33\|59.95\|54.02\|385248;2026-03-19\|65.95\|10.01\|62.27\|65.95\|61.57\|702247;2026-03-20\|62.36\|-5.44\|66.33\|67.49\|61.74\|725388;2026-03-23\|60.52\|-2.95\|62.01\|65.05\|60.00\|490821;2026-03-24\|60.85\|0.55\|61.08\|61.49\|59.00\|373925;2026-03-25\|63.70\|4.68\|61.02\|65.56\|60.59\|438356;2026-03-26\|62.40\|-2.04\|63.35\|63.50\|61.03\|286476;2026-03-27\|68.64\|10.00\|61.72\|68.64\|61.10\|492470;2026-03-30\|75.50\|9.99\|67.95\|75.50\|65.70\|581258;2026-03-31\|73.58\|-2.54\|75.50\|81.91\|73.50\|615603;2026-04-01\|80.94\|10.00\|76.88\|80.94\|73.88\|139161;2026-04-02\|81.15\|0.26\|82.50\|84.94\|80.70\|523830;2026-04-03\|81.13\|-0.02\|80.00\|82.80\|79.06\|335350;2026-04-07\|82.86\|2.13\|82.10\|86.48\|80.56\|295774;2026-04-08\|87.59\|5.71\|84.43\|88.80\|83.50\|372505;2026-04-09\|88.01\|0.48\|86.74\|89.99\|81.00\|303996;2026-04-10\|92.75\|5.39\|89.18\|94.80\|88.25\|272445;2026-04-13\|85.93\|-7.35\|91.00\|91.40\|85.53\|388103;2026-04-14\|77.80\|-9.46\|84.57\|85.90\|77.34\|591332;2026-04-15\|75.58\|-2.85\|77.91\|78.28\|75.20\|344092;2026-04-16\|75.28\|-0.40\|75.01\|75.91\|71.75\|346026;2026-04-17\|75.35\|0.09\|74.20\|77.67\|72.70\|334074;2026-04-20\|80.28\|6.54\|75.35\|82.89\|74.99\|421597;2026-04-21\|80.08\|-0.25\|80.36\|81.00\|77.68\|215870;2026-04-22\|88.09\|10.00\|79.51\|88.09\|78.61\|369375;2026-04-23\|86.15\|-2.20\|88.65\|94.94\|85.70\|416115;2026-04-24\|81.54\|-5.35\|85.31\|88.02\|80.84\|304898;2026-04-27\|77.35\|-5.14\|81.14\|81.50\|75.89\|277154;2026-04-28\|74.91\|-3.15\|76.88\|77.60\|74.53\|223941;2026-04-29\|75.16\|0.33\|76.60\|81.28\|75.03\|365585;2026-04-30\|73.50\|-2.21\|75.16\|76.70\|72.75\|248231;2026-05-06\|72.50\|-1.36\|71.91\|73.78\|68.62\|350630;2026-05-07\|78.30\|8.00\|73.69\|79.75\|72.07\|446200;2026-05-08\|76.13\|-2.77\|76.61\|78.50\|74.45\|304302;2026-05-11\|73.12\|-3.95\|76.87\|78.21\|72.55\|399727;2026-05-12\|74.60\|2.02\|72.69\|75.68\|72.51\|238358;2026-05-13\|77.92\|4.45\|74.23\|79.80\|71.86\|373428;2026-05-14\|78.82\|1.16\|80.04\|84.50\|78.29\|402524;2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951;2026-07-13\|55.36\|-5.85\|58.21\|59.63\|55.04\|146528;2026-07-14\|60.90\|10.01\|55.88\|60.90\|55.60\|241288;2026-07-15\|66.99\|10.00\|66.99\|66.99\|66.99\|32560;2026-07-16\|72.00\|7.48\|70.33\|73.69\|68.50\|657616;2026-07-17\|79.20\|10.00\|79.20\|79.20\|76.89\|456456;2026-07-20\|72.50\|-8.46\|87.12\|87.12\|71.55\|918230;2026-07-21\|79.75\|10.00\|75.05\|79.75\|73.27\|604422;2026-07-22\|81.64\|2.37\|83.31\|85.06\|79.20\|823138;2026-07-23\|73.48\|-10.00\|79.21\|79.99\|73.48\|505824;2026-07-24\|67.58\|-8.03\|69.00\|71.16\|67.51\|537373
12379	2026年中国创新药出海BD总包已达571亿美元	创新药+血友病新药获批+定增推进行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年6月9日公告，公司子公司贝捷泰收到国家药监局核准签发的注射用波米泰酶α商品名：博佳凝《药品注册证书》，该产品为国家1类治疗用生物制品，用于伴抑制物和不伴抑制物的血友病A或B患者出血按需治疗，取得国内生产、销售资格。 2、据2026年6月15日互动易，公司正积极推进博佳凝的产品推广及营销工作；该产品此前已于2024年获FDA孤儿药资格认定。 3、据2026年5月20日机构调研及2026年6月15日互动易，公司2025年度向特定对象发行股票事项已获证监会同意注册批复，目前正有序推进发行工作，募资拟用于BDB-001注射液、STSP-0902注射液等创新药物研发。	公司发布STSA-1002注射液在急性呼吸窘迫综合征（ARDS）适应症下获得了Ib/II期临床试验研究的初步结果	2026-03-17\|25.15\|-1.30\|25.63\|26.25\|25.09\|132556;2026-03-18\|25.33\|0.72\|25.41\|25.45\|24.68\|99187;2026-03-19\|24.87\|-1.82\|24.98\|25.29\|24.68\|76093;2026-03-20\|24.05\|-3.30\|24.79\|25.28\|24.00\|90566;2026-03-23\|22.57\|-6.15\|23.50\|23.94\|22.44\|135659;2026-03-24\|23.32\|3.32\|23.17\|23.58\|22.70\|171907;2026-03-25\|23.60\|1.20\|23.40\|23.79\|23.17\|93700;2026-03-26\|23.13\|-1.99\|23.55\|24.00\|23.04\|88268;2026-03-27\|27.76\|20.02\|22.98\|27.76\|22.87\|557081;2026-03-30\|28.77\|3.64\|28.45\|30.19\|28.21\|868126;2026-03-31\|30.03\|4.38\|28.77\|30.54\|28.68\|815938;2026-04-01\|32.60\|8.56\|29.50\|34.98\|28.91\|1093023;2026-04-02\|32.93\|1.01\|32.59\|34.63\|31.11\|879737;2026-04-03\|31.52\|-4.28\|31.14\|33.19\|31.14\|665180;2026-04-07\|30.21\|-4.16\|31.21\|31.71\|29.88\|598519;2026-04-08\|30.39\|0.60\|30.79\|31.30\|29.67\|601032;2026-04-09\|28.86\|-5.03\|30.30\|30.73\|28.51\|551300;2026-04-10\|28.92\|0.21\|28.86\|29.51\|28.38\|419381;2026-04-13\|29.38\|1.59\|29.04\|29.82\|28.43\|414251;2026-04-14\|31.27\|6.43\|29.56\|31.27\|29.11\|641910;2026-04-15\|32.39\|3.58\|31.88\|34.00\|30.31\|890622;2026-04-16\|31.51\|-2.72\|31.81\|31.89\|30.00\|569284;2026-04-17\|30.33\|-3.74\|30.94\|31.36\|30.01\|458781;2026-04-20\|30.62\|0.96\|30.01\|30.88\|29.65\|363167;2026-04-21\|29.87\|-2.45\|30.36\|31.24\|29.56\|364941;2026-04-22\|29.71\|-0.54\|29.43\|29.85\|28.68\|346198;2026-04-23\|28.86\|-2.86\|29.40\|30.20\|28.30\|361697;2026-04-24\|28.07\|-2.74\|28.41\|28.88\|27.72\|278821;2026-04-27\|27.51\|-2.00\|27.99\|28.37\|27.41\|256936;2026-04-28\|27.61\|0.36\|27.93\|29.17\|27.30\|333659;2026-04-29\|27.85\|0.87\|27.08\|28.32\|26.51\|274304;2026-04-30\|27.63\|-0.79\|27.75\|28.24\|27.50\|207402;2026-05-06\|28.81\|4.27\|27.30\|28.90\|27.30\|316710;2026-05-07\|28.66\|-0.52\|28.56\|28.93\|28.39\|204388;2026-05-08\|27.92\|-2.58\|28.80\|28.92\|27.68\|217682;2026-05-11\|28.98\|3.80\|27.91\|29.50\|27.91\|410715;2026-05-12\|27.89\|-3.76\|28.85\|28.98\|27.81\|274286;2026-05-13\|28.18\|1.04\|27.98\|28.48\|27.04\|210949;2026-05-14\|27.65\|-1.88\|28.18\|28.90\|27.60\|211884;2026-05-15\|27.13\|-1.88\|27.44\|27.93\|26.51\|192873;2026-05-18\|26.42\|-2.62\|26.91\|27.09\|26.23\|148684;2026-05-19\|26.67\|0.95\|26.78\|27.30\|26.20\|163483;2026-05-20\|26.58\|-0.34\|26.55\|27.00\|26.23\|125602;2026-05-21\|26.32\|-0.98\|26.37\|27.69\|26.12\|241473;2026-05-22\|26.22\|-0.38\|26.20\|26.99\|25.20\|237481;2026-05-25\|25.12\|-4.20\|26.50\|26.50\|24.75\|207210;2026-05-26\|24.20\|-3.66\|24.90\|24.90\|23.86\|182985;2026-05-27\|23.92\|-1.16\|24.60\|24.60\|23.57\|126481;2026-05-28\|23.59\|-1.38\|24.00\|24.00\|22.92\|138822;2026-05-29\|25.78\|9.28\|23.58\|28.31\|23.16\|602261;2026-06-01\|24.75\|-4.00\|25.78\|26.00\|24.43\|383329;2026-06-02\|23.93\|-3.31\|24.56\|24.70\|23.41\|210419;2026-06-03\|24.96\|4.30\|23.70\|25.26\|23.39\|333955;2026-06-04\|24.53\|-1.72\|24.71\|25.42\|24.21\|225320;2026-06-05\|24.82\|1.18\|25.59\|26.49\|23.95\|419562;2026-06-08\|23.57\|-5.04\|23.34\|25.08\|23.34\|234954;2026-06-09\|22.22\|-5.73\|23.37\|23.62\|21.96\|301210;2026-06-10\|21.87\|-1.58\|22.87\|23.46\|21.87\|223755;2026-06-11\|20.38\|-6.81\|21.33\|21.50\|20.27\|275871;2026-06-12\|21.05\|3.29\|20.39\|21.35\|19.82\|269195;2026-06-15\|20.74\|-1.47\|21.00\|21.04\|20.40\|181438;2026-06-16\|20.56\|-0.87\|20.78\|21.18\|20.42\|158336;2026-06-17\|20.11\|-2.19\|20.35\|20.42\|19.90\|173368;2026-06-18\|20.50\|1.94\|19.98\|21.68\|19.71\|300043;2026-06-22\|20.32\|-0.88\|20.43\|20.43\|19.28\|255404;2026-06-23\|22.60\|11.22\|20.32\|23.60\|20.12\|569883;2026-06-24\|21.20\|-6.19\|22.54\|22.60\|21.10\|412471;2026-06-25\|21.00\|-0.94\|21.42\|21.90\|20.23\|337251;2026-06-26\|19.40\|-7.62\|20.92\|21.35\|19.38\|271417;2026-06-29\|23.28\|20.00\|19.40\|23.28\|18.98\|557300;2026-06-30\|23.78\|2.15\|23.51\|24.38\|23.30\|621793;2026-07-01\|25.16\|5.80\|23.55\|25.90\|23.00\|713974;2026-07-02\|23.99\|-4.65\|24.92\|26.34\|23.79\|618888;2026-07-03\|24.16\|0.71\|24.47\|24.74\|22.92\|479571;2026-07-06\|25.35\|4.93\|23.35\|27.79\|23.11\|708401;2026-07-07\|24.50\|-3.35\|24.97\|26.18\|23.70\|506190;2026-07-08\|23.75\|-3.06\|24.06\|25.80\|23.66\|447710;2026-07-09\|23.18\|-2.40\|22.29\|24.39\|22.27\|438154;2026-07-10\|24.21\|4.44\|22.78\|25.12\|22.38\|535632;2026-07-13\|23.45\|-3.14\|24.02\|24.98\|23.40\|445049;2026-07-14\|23.10\|-1.49\|23.67\|23.94\|21.66\|365681;2026-07-15\|26.26\|13.68\|22.81\|26.96\|22.81\|749833;2026-07-16\|27.68\|5.41\|25.94\|29.98\|25.88\|902609;2026-07-17\|24.50\|-11.49\|26.83\|27.26\|24.01\|672642;2026-07-20\|25.24\|3.02\|24.50\|25.93\|23.58\|482888;2026-07-21\|24.34\|-3.57\|24.68\|25.19\|21.80\|536442;2026-07-22\|25.07\|3.00\|23.73\|26.16\|23.58\|503995;2026-07-23\|24.44\|-2.51\|24.72\|25.57\|24.21\|372577;2026-07-24\|22.19\|-9.21\|24.01\|24.35\|22.19\|368386
12378	2026年中国创新药出海BD总包已达571亿美元	涨停揭秘：子公司舜景医药SGC001获FDA快速通道认证，标志其孵化模式成功，强化市场对创新药出海生态链关注度；涨停缘由：SGC001为全球首款急性心梗抗体药，临床安全性数据优异；快速通道认证大幅提升上市确定性，带动母公司估值重估；资金逻辑：4月1日涨停封单超3万手，主力资金当日净流入超500万元，技术面站上年线并突破布林上轨；风险提示：SGC001后续III期临床结果存在不确定性；孵化模式盈利周期长，短期业绩贡献有限	公司孵化的创新药企业舜景医药研制的全球首款急性心梗抗体药SGC001获得美国食品药品监督管理局（FDA）授予的快速通道认证（Fast Track Designation）。SGC001单抗目前正处于急性心肌梗死患者的临床研究中，已完成的健康人临床试验研究表明，其具有良好的安全性和耐受性。	2026-03-17\|125.96\|0.66\|124.57\|134.00\|123.60\|18915;2026-03-18\|123.88\|-1.65\|125.97\|126.65\|122.63\|14455;2026-03-19\|121.29\|-2.09\|123.21\|124.64\|120.60\|10537;2026-03-20\|113.44\|-6.47\|120.81\|122.45\|113.00\|24193;2026-03-23\|106.88\|-5.78\|111.11\|112.80\|105.67\|14169;2026-03-24\|109.61\|2.55\|110.88\|111.92\|106.99\|17849;2026-03-25\|114.65\|4.60\|112.00\|119.39\|111.44\|20020;2026-03-26\|110.11\|-3.96\|113.83\|115.68\|109.21\|13578;2026-03-27\|132.13\|20.00\|109.08\|132.13\|107.57\|53521;2026-03-30\|125.21\|-5.24\|127.29\|131.72\|123.97\|50455;2026-03-31\|122.30\|-2.32\|125.20\|128.99\|121.53\|29158;2026-04-01\|137.51\|12.44\|122.00\|140.98\|121.77\|65235;2026-04-02\|136.17\|-0.97\|134.98\|140.50\|132.80\|41462;2026-04-03\|131.03\|-3.77\|133.01\|135.00\|128.50\|34060;2026-04-07\|126.00\|-3.84\|131.50\|133.00\|124.00\|26852;2026-04-08\|124.10\|-1.51\|127.97\|129.00\|123.16\|33450;2026-04-09\|120.18\|-3.16\|124.98\|128.40\|119.21\|35986;2026-04-10\|122.72\|2.11\|118.91\|125.55\|117.07\|31554;2026-04-13\|119.96\|-2.25\|121.66\|122.60\|118.00\|19561;2026-04-14\|120.51\|0.46\|121.19\|121.50\|115.69\|25157;2026-04-15\|126.25\|4.76\|121.98\|127.86\|117.36\|43053;2026-04-16\|125.40\|-0.67\|124.10\|126.20\|121.00\|24007;2026-04-17\|122.88\|-2.01\|125.96\|125.96\|121.00\|25327;2026-04-20\|120.24\|-2.15\|122.13\|123.87\|120.00\|17900;2026-04-21\|114.85\|-4.48\|120.08\|121.60\|113.77\|25753;2026-04-22\|114.98\|0.11\|114.84\|115.60\|110.38\|21768;2026-04-23\|109.92\|-4.40\|113.51\|114.45\|108.80\|17241;2026-04-24\|110.57\|0.59\|109.38\|112.33\|106.61\|22472;2026-04-27\|109.70\|-0.79\|110.00\|111.71\|107.90\|13925;2026-04-28\|110.83\|1.03\|110.58\|114.08\|109.06\|21777;2026-04-29\|110.55\|-0.25\|110.20\|113.40\|109.22\|16188;2026-04-30\|112.20\|1.49\|110.89\|113.89\|109.08\|19314;2026-05-06\|114.49\|2.04\|111.53\|115.35\|111.10\|19195;2026-05-07\|112.40\|-1.83\|114.44\|117.83\|110.60\|23621;2026-05-08\|111.91\|-0.44\|112.80\|114.56\|110.87\|12938;2026-05-11\|113.84\|1.72\|111.94\|115.79\|109.18\|30616;2026-05-12\|107.03\|-5.98\|113.75\|113.75\|107.03\|38954;2026-05-13\|101.44\|-5.22\|106.68\|106.90\|96.66\|44652;2026-05-14\|98.88\|-2.52\|100.90\|102.34\|98.50\|19874;2026-05-15\|95.38\|-3.54\|98.80\|99.49\|94.30\|26078;2026-05-18\|92.99\|-2.51\|97.00\|97.00\|92.50\|17716;2026-05-19\|92.80\|-0.20\|93.23\|94.28\|91.66\|17750;2026-05-20\|83.85\|-9.64\|92.76\|93.50\|74.77\|45680;2026-05-21\|90.15\|7.51\|83.50\|92.00\|82.97\|40800;2026-05-22\|84.50\|-6.27\|89.68\|91.00\|83.38\|22845;2026-05-25\|86.80\|2.72\|86.00\|89.43\|85.54\|15789;2026-05-26\|86.07\|-0.84\|89.56\|89.56\|84.81\|12269;2026-05-27\|85.86\|-0.24\|84.31\|88.88\|84.31\|12796;2026-05-28\|87.05\|1.39\|85.86\|87.10\|83.03\|13019;2026-05-29\|88.64\|1.83\|87.10\|93.98\|84.50\|22015;2026-06-01\|85.82\|-3.18\|90.00\|91.99\|85.80\|18483;2026-06-02\|81.00\|-5.62\|85.11\|85.89\|79.00\|18588;2026-06-03\|82.80\|2.22\|81.05\|83.83\|80.50\|23022;2026-06-04\|83.85\|1.27\|82.91\|86.60\|81.75\|19079;2026-06-05\|81.50\|-2.80\|86.49\|86.49\|81.00\|19192;2026-06-08\|79.27\|-2.74\|80.60\|83.80\|77.03\|20309;2026-06-09\|79.58\|0.39\|78.28\|81.30\|77.82\|17618;2026-06-10\|80.10\|0.65\|80.58\|80.58\|77.03\|16476;2026-06-11\|78.95\|-1.44\|80.10\|80.48\|77.50\|13345;2026-06-12\|81.92\|3.76\|79.90\|82.55\|78.90\|27451;2026-06-15\|80.85\|-1.31\|81.50\|82.50\|80.00\|15625;2026-06-16\|77.97\|-3.56\|80.86\|81.25\|77.28\|22310;2026-06-17\|76.10\|-2.40\|77.18\|77.82\|75.40\|14964;2026-06-18\|77.53\|1.88\|77.10\|81.50\|75.01\|28524;2026-06-22\|80.40\|3.70\|77.00\|80.40\|73.45\|30939;2026-06-23\|82.37\|2.45\|81.00\|83.56\|79.67\|32935;2026-06-24\|80.36\|-2.44\|82.70\|83.50\|79.76\|27032;2026-06-25\|79.59\|-0.96\|79.00\|81.45\|76.02\|26301;2026-06-26\|75.10\|-5.64\|79.59\|80.49\|75.08\|17612;2026-06-29\|84.89\|13.04\|73.80\|84.89\|73.44\|45807;2026-06-30\|86.60\|2.01\|84.33\|91.61\|83.60\|50589;2026-07-01\|93.00\|7.39\|86.17\|93.41\|80.02\|55814;2026-07-02\|110.17\|18.46\|94.67\|111.54\|94.67\|90248;2026-07-03\|122.97\|11.62\|115.78\|122.99\|108.01\|96542;2026-07-06\|135.00\|9.78\|115.88\|143.99\|115.88\|96483;2026-07-07\|130.00\|-3.70\|129.98\|139.58\|122.86\|64629;2026-07-08\|116.80\|-10.15\|130.00\|140.97\|116.36\|66666;2026-07-09\|119.84\|2.60\|112.13\|124.88\|112.13\|68212;2026-07-10\|124.30\|3.72\|116.66\|128.45\|115.11\|70926;2026-07-13\|119.49\|-3.87\|122.60\|124.13\|115.58\|55991;2026-07-14\|125.06\|4.66\|115.00\|125.88\|114.02\|49136;2026-07-15\|139.00\|11.15\|124.90\|145.79\|124.00\|83542;2026-07-16\|143.00\|2.88\|133.21\|145.00\|129.16\|57495;2026-07-17\|127.25\|-11.01\|139.20\|143.93\|124.00\|52565;2026-07-20\|129.34\|1.64\|123.60\|136.79\|123.47\|40534;2026-07-21\|131.54\|1.70\|128.96\|133.50\|117.59\|51189;2026-07-22\|123.22\|-6.33\|128.00\|137.97\|122.51\|55998;2026-07-23\|124.35\|0.92\|120.23\|128.74\|119.00\|35662;2026-07-24\|109.76\|-11.73\|122.49\|124.34\|107.02\|56432
12377	2026年中国创新药出海BD总包已达571亿美元	创新药+MASH临床+H股上市行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2026年3月25日公告，公司自主研发的siRNA药物SAL0145注射液获NMPA批准开展MASH适应症临床试验，进一步丰富CKM慢病管线。 2、据2026年3月24日公告，公司自主研发的SAL0150片同日获批开展2型糖尿病、肥胖等三项适应症临床，强化代谢领域布局。 3、据2026年2月13日公告，公司已向港交所递交H股发行上市申请，拟拓展境外融资渠道。	公司产品替格瑞洛片拟中选全国药品集中采购，定增申请获证监会审核通过	2026-03-17\|58.58\|5.84\|54.93\|59.57\|54.33\|170402;2026-03-18\|59.13\|0.94\|58.02\|59.98\|57.06\|112162;2026-03-19\|57.61\|-2.57\|57.95\|59.32\|57.25\|69573;2026-03-20\|58.10\|0.85\|57.43\|59.80\|57.37\|69041;2026-03-23\|54.70\|-5.85\|57.05\|57.90\|54.00\|107762;2026-03-24\|56.03\|2.43\|55.36\|57.40\|54.92\|77855;2026-03-25\|57.05\|1.82\|56.80\|58.06\|56.40\|61827;2026-03-26\|56.25\|-1.40\|56.70\|57.99\|56.05\|55381;2026-03-27\|61.88\|10.01\|56.20\|61.88\|55.80\|123918;2026-03-30\|63.10\|1.97\|61.70\|63.96\|61.03\|138290;2026-03-31\|61.31\|-2.84\|63.00\|63.42\|60.90\|86088;2026-04-01\|66.05\|7.73\|61.84\|66.60\|61.78\|139910;2026-04-02\|68.30\|3.41\|64.85\|70.99\|63.90\|193370;2026-04-03\|66.40\|-2.78\|66.96\|68.05\|66.00\|103574;2026-04-07\|64.90\|-2.26\|66.39\|66.59\|63.20\|112896;2026-04-08\|64.28\|-0.96\|65.89\|67.30\|63.70\|137689;2026-04-09\|62.87\|-2.19\|64.01\|64.31\|62.10\|118091;2026-04-10\|62.92\|0.08\|62.64\|63.86\|61.91\|99321;2026-04-13\|62.39\|-0.84\|62.58\|63.27\|61.61\|75902;2026-04-14\|62.20\|-0.30\|63.38\|63.50\|61.03\|103066;2026-04-15\|67.27\|8.15\|62.99\|68.38\|61.36\|205180;2026-04-16\|60.54\|-10.00\|66.40\|66.50\|60.54\|235382;2026-04-17\|58.75\|-2.96\|58.88\|60.20\|58.12\|200230;2026-04-20\|56.20\|-4.34\|58.17\|58.85\|56.09\|202025;2026-04-21\|54.63\|-2.79\|56.08\|57.30\|54.00\|177705;2026-04-22\|57.09\|4.50\|54.66\|57.26\|54.26\|160878;2026-04-23\|55.97\|-1.96\|56.86\|57.50\|55.38\|97526;2026-04-24\|55.52\|-0.80\|55.60\|56.30\|54.50\|82114;2026-04-27\|54.68\|-1.51\|55.20\|55.80\|54.45\|116729;2026-04-28\|53.09\|-2.91\|54.68\|54.82\|52.83\|128371;2026-04-29\|51.90\|-2.24\|53.10\|53.12\|51.79\|122305;2026-04-30\|51.29\|-1.18\|51.70\|52.25\|51.02\|122425;2026-05-06\|50.64\|-1.27\|51.00\|52.02\|50.50\|135671;2026-05-07\|50.75\|0.22\|50.63\|51.45\|50.02\|105348;2026-05-08\|47.90\|-5.62\|50.60\|50.61\|47.85\|242384;2026-05-11\|43.11\|-10.00\|45.70\|45.70\|43.11\|130891;2026-05-12\|38.80\|-10.00\|41.01\|41.60\|38.80\|654560;2026-05-13\|37.65\|-2.96\|38.80\|39.10\|37.50\|526434;2026-05-14\|36.27\|-3.67\|37.88\|38.27\|36.27\|399281;2026-05-15\|35.25\|-2.81\|36.24\|36.45\|35.00\|339938;2026-05-18\|34.76\|-1.39\|35.15\|35.35\|34.48\|207600;2026-05-19\|36.28\|4.37\|34.72\|36.37\|34.66\|330467;2026-05-20\|35.96\|-0.88\|36.00\|36.34\|35.26\|191092;2026-05-21\|36.30\|0.95\|36.01\|37.12\|35.68\|276111;2026-05-22\|35.35\|-2.62\|36.25\|36.50\|35.05\|216670;2026-05-25\|34.75\|-1.70\|35.10\|35.38\|34.30\|203618;2026-05-26\|34.54\|0.99\|34.57\|34.68\|34.04\|159045;2026-05-27\|33.52\|-2.95\|34.32\|34.32\|32.98\|239618;2026-05-28\|32.54\|-2.92\|33.52\|33.81\|32.19\|190388;2026-05-29\|33.42\|2.70\|32.55\|34.15\|32.50\|255533;2026-06-01\|32.80\|-1.86\|33.43\|33.59\|32.69\|172636;2026-06-02\|32.99\|0.58\|33.12\|33.47\|32.51\|132869;2026-06-03\|32.33\|-2.00\|32.75\|32.91\|32.20\|128553;2026-06-04\|32.09\|-0.74\|32.33\|32.60\|31.72\|123481;2026-06-05\|32.28\|0.59\|32.43\|33.42\|32.15\|207722;2026-06-08\|31.22\|-3.28\|32.00\|32.57\|30.82\|184051;2026-06-09\|31.47\|0.80\|31.11\|31.85\|30.66\|142586;2026-06-10\|31.28\|-0.60\|31.28\|31.60\|30.86\|129700;2026-06-11\|31.14\|-0.45\|31.08\|31.52\|30.79\|113388;2026-06-12\|31.30\|0.51\|31.31\|32.35\|30.99\|226110;2026-06-15\|31.32\|0.06\|31.90\|31.90\|31.07\|159410;2026-06-16\|30.35\|-3.10\|31.20\|31.24\|30.17\|211561;2026-06-17\|30.16\|-0.63\|30.21\|30.24\|29.85\|136746;2026-06-18\|30.38\|0.73\|30.23\|30.96\|29.90\|179823;2026-06-22\|30.78\|1.32\|30.01\|30.80\|29.25\|193497;2026-06-23\|31.00\|0.71\|30.80\|32.11\|30.62\|206051;2026-06-24\|31.41\|1.32\|31.22\|32.18\|30.66\|235233;2026-06-25\|31.35\|-0.19\|31.03\|31.67\|29.94\|225321;2026-06-26\|30.15\|-3.83\|31.29\|31.80\|30.08\|169031;2026-06-29\|32.90\|9.12\|29.96\|33.17\|29.44\|409135;2026-06-30\|31.89\|-3.07\|32.95\|32.97\|31.71\|309829;2026-07-01\|34.20\|7.24\|31.88\|34.53\|30.81\|475617;2026-07-02\|36.44\|6.55\|34.48\|36.84\|34.26\|639270;2026-07-03\|40.08\|9.99\|37.00\|40.08\|36.52\|648773;2026-07-06\|39.83\|-0.62\|40.00\|44.00\|39.00\|798660;2026-07-07\|38.71\|-2.81\|39.69\|39.79\|36.73\|632635;2026-07-08\|36.00\|-7.00\|38.02\|38.85\|35.80\|481434;2026-07-09\|35.21\|-2.19\|35.97\|37.73\|34.00\|561839;2026-07-10\|37.13\|5.45\|34.56\|38.51\|34.00\|563143;2026-07-13\|35.08\|-5.52\|36.71\|37.15\|34.87\|389816;2026-07-14\|36.33\|3.56\|35.20\|37.30\|34.44\|397695;2026-07-15\|38.65\|6.39\|36.28\|39.08\|36.07\|558800;2026-07-16\|41.37\|7.04\|38.09\|42.20\|36.80\|658828;2026-07-17\|37.26\|-9.93\|40.00\|40.95\|37.23\|525423;2026-07-20\|37.31\|0.13\|36.30\|38.98\|35.88\|381896;2026-07-21\|35.28\|-5.44\|36.87\|36.96\|33.69\|582613;2026-07-22\|34.41\|-2.47\|34.50\|35.88\|34.10\|367148;2026-07-23\|34.96\|1.60\|34.14\|35.77\|33.59\|314493;2026-07-24\|32.19\|-7.92\|34.50\|34.89\|32.18\|364689
12376	2026年中国创新药出海BD总包已达571亿美元	创新药+AN9025+肿瘤管线行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2026年3月25日官微，公司1类创新药利厄替尼片一线治疗非小细胞肺癌III期临床总生存期数据在ELCC 2026发布，患者中位OS达43.3个月，此前研究已发表于《柳叶刀·呼吸病学》。 2、据2025年12月30日公告，子公司以3500万元首付款+不超过4.7亿元里程碑付款引进阿诺医药1类创新药AN9025泛RAS抑制剂，用于肺癌、结直肠癌等，强化肿瘤管线布局。 3、据2025年4月28日年报，公司2024年至今已获批9款新品，包括1类创新药利厄替尼片、注射用右兰索拉唑等，储备42项在研项目，形成化学药与生物药双轮驱动研发体系。	公司产品剂型主要定位于冻干粉针制剂、固体口服制剂，国内抗消化性溃疡药物质子泵抑制剂注射剂产品细分领域市场占有率第一	2026-03-17\|14.68\|-0.27\|14.72\|15.10\|14.66\|68683;2026-03-18\|14.84\|1.09\|14.66\|14.85\|14.58\|68311;2026-03-19\|14.92\|0.54\|14.70\|15.07\|14.66\|88474;2026-03-20\|14.27\|-4.36\|14.92\|14.98\|14.26\|114352;2026-03-23\|13.48\|-5.54\|13.99\|14.00\|13.38\|93345;2026-03-24\|14.03\|4.08\|13.69\|14.05\|13.62\|91988;2026-03-25\|14.25\|1.57\|14.09\|14.40\|14.02\|79461;2026-03-26\|13.99\|-1.82\|14.25\|14.44\|13.93\|61709;2026-03-27\|15.39\|10.01\|13.94\|15.39\|13.86\|265028;2026-03-30\|15.60\|1.36\|15.44\|15.81\|15.39\|406107;2026-03-31\|15.66\|0.38\|15.80\|15.97\|15.51\|245706;2026-04-01\|16.80\|7.28\|15.75\|17.22\|15.55\|483630;2026-04-02\|16.99\|1.13\|16.53\|17.43\|16.16\|417156;2026-04-03\|15.97\|-6.00\|16.50\|16.76\|15.93\|316538;2026-04-07\|15.90\|-0.44\|16.06\|16.13\|15.52\|214838;2026-04-08\|15.95\|0.31\|16.26\|16.43\|15.70\|235744;2026-04-09\|15.48\|-2.95\|15.96\|16.22\|15.42\|207979;2026-04-10\|15.75\|1.74\|15.48\|16.20\|15.26\|231997;2026-04-13\|15.97\|1.40\|15.66\|16.44\|15.38\|230546;2026-04-14\|15.90\|-0.44\|15.98\|16.08\|15.56\|160437;2026-04-15\|16.16\|1.64\|16.27\|16.34\|15.65\|239719;2026-04-16\|16.23\|0.43\|15.99\|16.27\|15.82\|196842;2026-04-17\|15.86\|-2.28\|16.22\|16.48\|15.72\|204958;2026-04-20\|15.91\|0.32\|15.86\|16.15\|15.75\|183724;2026-04-21\|15.94\|0.19\|15.86\|16.13\|15.40\|170724;2026-04-22\|16.34\|2.51\|15.81\|16.66\|15.76\|236635;2026-04-23\|15.97\|-2.26\|16.17\|16.37\|15.90\|132702;2026-04-24\|15.60\|-2.32\|15.92\|15.95\|15.49\|116709;2026-04-27\|15.22\|-2.44\|15.51\|15.67\|14.98\|161820;2026-04-28\|15.25\|0.20\|15.18\|15.88\|15.06\|123933;2026-04-29\|16.21\|6.30\|15.64\|16.40\|15.40\|253650;2026-04-30\|16.95\|4.57\|16.09\|17.09\|16.02\|252167;2026-05-06\|16.72\|-1.36\|16.83\|16.94\|16.58\|180416;2026-05-07\|16.74\|0.12\|16.72\|16.99\|16.53\|131191;2026-05-08\|17.73\|5.91\|16.79\|18.10\|16.67\|321839;2026-05-11\|17.63\|-0.56\|17.73\|18.00\|17.37\|228936;2026-05-12\|17.27\|-2.04\|17.65\|17.76\|17.20\|155479;2026-05-13\|16.98\|-1.68\|17.20\|17.27\|16.93\|136242;2026-05-14\|16.83\|-0.88\|16.96\|17.33\|16.83\|126972;2026-05-15\|16.79\|-0.24\|16.74\|17.04\|16.54\|126142;2026-05-18\|15.93\|-5.12\|16.74\|16.74\|15.78\|146084;2026-05-19\|16.13\|1.26\|15.83\|16.19\|15.83\|78250;2026-05-20\|17.10\|6.01\|16.28\|17.74\|16.21\|391012;2026-05-21\|17.60\|2.92\|17.40\|17.77\|16.90\|481395;2026-05-22\|16.65\|-5.40\|17.41\|17.77\|16.30\|353110;2026-05-25\|16.22\|-2.58\|16.61\|16.82\|16.10\|194211;2026-05-26\|15.97\|-1.54\|16.07\|17.10\|15.89\|209845;2026-05-27\|15.89\|-0.50\|15.80\|15.99\|15.21\|211553;2026-05-28\|14.80\|-6.86\|15.82\|16.10\|14.70\|204434;2026-05-29\|14.56\|-1.62\|14.81\|15.00\|14.10\|178150;2026-06-01\|14.33\|-1.58\|14.63\|14.84\|14.27\|105251;2026-06-02\|13.68\|-4.54\|14.29\|14.33\|13.68\|147422;2026-06-03\|13.46\|-1.61\|13.60\|13.79\|13.39\|119705;2026-06-04\|13.02\|-3.27\|13.44\|13.54\|12.92\|117240;2026-06-05\|12.92\|-0.77\|13.15\|13.29\|12.92\|103151;2026-06-08\|12.66\|-2.01\|12.70\|12.99\|12.50\|89096;2026-06-09\|12.85\|1.50\|12.66\|12.93\|12.42\|81622;2026-06-10\|12.99\|1.09\|12.84\|13.01\|12.70\|72222;2026-06-11\|12.71\|-2.16\|12.92\|12.96\|12.53\|66942;2026-06-12\|13.15\|3.46\|12.80\|13.24\|12.61\|132018;2026-06-15\|13.03\|-0.91\|13.17\|13.29\|13.01\|84259;2026-06-16\|12.82\|-1.61\|12.90\|12.98\|12.66\|70666;2026-06-17\|12.72\|-0.78\|12.73\|12.85\|12.58\|67942;2026-06-18\|12.83\|1.83\|12.57\|12.99\|12.54\|78548;2026-06-22\|12.55\|-2.18\|12.65\|12.65\|12.06\|118633;2026-06-23\|13.19\|5.10\|12.48\|13.54\|12.48\|154609;2026-06-24\|13.15\|-0.30\|13.17\|13.45\|13.03\|116760;2026-06-25\|12.97\|-1.37\|13.00\|13.15\|12.50\|106946;2026-06-26\|12.50\|-3.62\|12.93\|13.13\|12.50\|84707;2026-06-29\|13.49\|7.92\|12.45\|13.56\|12.43\|173161;2026-06-30\|13.62\|0.96\|13.43\|13.66\|13.16\|131135;2026-07-01\|14.52\|6.61\|13.61\|14.59\|13.40\|176438;2026-07-02\|14.59\|0.48\|14.46\|15.10\|14.41\|177894;2026-07-03\|15.14\|3.77\|14.70\|15.34\|14.50\|174845;2026-07-06\|15.18\|0.26\|14.91\|15.69\|14.80\|198067;2026-07-07\|14.63\|-3.62\|15.01\|15.33\|14.62\|142632;2026-07-08\|14.36\|-1.85\|14.65\|15.11\|14.36\|132257;2026-07-09\|14.27\|-0.63\|14.20\|14.90\|14.10\|115851;2026-07-10\|14.75\|3.36\|14.27\|15.03\|13.96\|135102;2026-07-13\|14.35\|-2.71\|14.72\|14.98\|14.30\|115891;2026-07-14\|14.59\|1.67\|14.42\|14.80\|14.21\|120076;2026-07-15\|14.47\|-0.82\|14.45\|15.17\|14.31\|269004;2026-07-16\|14.55\|0.55\|14.40\|14.66\|13.91\|217366;2026-07-17\|13.10\|-9.97\|14.41\|14.45\|13.10\|224798;2026-07-20\|13.41\|2.37\|12.63\|13.68\|12.63\|194536;2026-07-21\|13.38\|-0.22\|13.36\|13.55\|12.96\|162405;2026-07-22\|13.17\|-1.57\|13.30\|13.77\|13.00\|163050;2026-07-23\|13.04\|-0.99\|13.02\|13.29\|12.85\|108381;2026-07-24\|12.56\|-3.68\|13.02\|13.14\|12.52\|93334
12375	2026年中国创新药出海BD总包已达571亿美元	创新药CRO+实验猴涨价+股权激励行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年5月19日业绩说明会及2026年4月30日一季报，公司2026年第一季度新签订单9.1亿元，同比大增111.6%；在手订单达31亿元，同比增长40.9%，连续两个季度高速增长。 2、据2026年5月19日业绩说明会及2026年5月26日互动易，非人灵长类实验动物市场价格回升，一季度带来生物资产公允价值变动收益2.46亿元；目前食蟹猴供应仍偏紧，需求回暖对利润形成积极贡献。 3、据2026年6月5日公告，公司董事会同意以19.17元/股的价格向280名激励对象授予316.23万股限制性股票，绑定核心人才助力长期发展。 4、据2026年5月19日机构调研，公司专注药物非临床安全性评价30年，具备NMPA、FDA、OECD等GLP资质，在ADC、细胞基因治疗等前沿领域保持国内领先地位。	国内创新药龙头，公司已将基于AI和行为组学的全自动行为学检测系统应用于多种CNS疾病模型如阿尔茨海默症、帕金森症和疼痛的评价中，支持了多个前沿药物如细胞治疗、基因治疗药物的非临床申报	2026-03-17\|29.32\|-10.01\|30.60\|30.60\|29.32\|288264;2026-03-18\|29.28\|-0.14\|28.72\|29.89\|28.60\|282105;2026-03-19\|28.55\|-2.49\|28.88\|29.24\|28.40\|150852;2026-03-20\|28.10\|-1.58\|28.51\|28.97\|28.10\|114890;2026-03-23\|26.50\|-5.69\|27.70\|28.00\|26.25\|183955;2026-03-24\|26.97\|1.77\|27.03\|27.21\|26.55\|190188;2026-03-25\|28.09\|4.15\|27.30\|28.40\|27.12\|144136;2026-03-26\|27.49\|-2.14\|28.15\|28.39\|27.32\|117257;2026-03-27\|30.24\|10.00\|27.24\|30.24\|27.02\|202060;2026-03-30\|32.10\|6.15\|30.47\|32.39\|30.40\|463225;2026-03-31\|34.20\|6.54\|32.00\|35.31\|31.99\|557743;2026-04-01\|36.96\|8.07\|34.24\|37.61\|33.00\|623739;2026-04-02\|36.45\|-1.38\|36.23\|37.40\|35.00\|485581;2026-04-03\|36.60\|0.41\|36.16\|37.25\|35.03\|436025;2026-04-07\|35.57\|-2.81\|36.49\|37.00\|34.87\|394581;2026-04-08\|35.95\|1.07\|36.27\|36.74\|35.34\|364566;2026-04-09\|37.00\|2.92\|35.95\|38.55\|35.66\|424746;2026-04-10\|38.28\|3.46\|37.01\|38.73\|36.80\|440505;2026-04-13\|36.34\|-5.07\|37.59\|37.65\|35.51\|376025;2026-04-14\|38.38\|5.61\|36.47\|38.38\|36.00\|400938;2026-04-15\|39.27\|2.32\|38.88\|39.97\|36.68\|562230;2026-04-16\|38.53\|-1.88\|38.88\|39.12\|37.50\|364903;2026-04-17\|36.93\|-4.15\|37.90\|38.09\|36.80\|320646;2026-04-20\|37.66\|1.98\|36.60\|38.20\|36.40\|264556;2026-04-21\|37.38\|-0.74\|37.88\|38.85\|37.01\|223202;2026-04-22\|37.72\|0.91\|37.01\|38.09\|36.64\|205053;2026-04-23\|37.30\|-1.11\|37.81\|37.89\|36.77\|207411;2026-04-24\|37.61\|0.83\|36.92\|38.95\|36.85\|366010;2026-04-27\|37.23\|-1.01\|37.22\|38.32\|36.80\|217043;2026-04-28\|39.95\|7.31\|37.79\|40.95\|37.74\|608301;2026-04-29\|38.64\|-3.28\|39.10\|39.20\|37.36\|433624;2026-04-30\|38.87\|0.60\|39.02\|39.98\|36.00\|500705;2026-05-06\|39.70\|2.14\|38.41\|39.75\|37.56\|429079;2026-05-07\|39.37\|-0.83\|39.70\|40.79\|38.85\|319501;2026-05-08\|38.61\|-1.93\|39.50\|39.85\|38.20\|247011;2026-05-11\|40.13\|3.94\|38.21\|40.58\|37.71\|431202;2026-05-12\|39.20\|-2.32\|39.90\|41.16\|38.70\|405030;2026-05-13\|39.48\|0.71\|39.10\|40.00\|37.33\|315323;2026-05-14\|37.95\|-3.88\|39.46\|39.96\|37.92\|279290;2026-05-15\|39.96\|5.30\|38.12\|41.75\|37.80\|650543;2026-05-18\|39.17\|-1.98\|39.98\|40.40\|38.90\|355930;2026-05-19\|38.43\|-1.89\|39.52\|40.90\|36.52\|392575;2026-05-20\|38.88\|1.17\|38.08\|39.68\|38.08\|308952;2026-05-21\|42.77\|10.01\|38.89\|42.77\|38.89\|607065;2026-05-22\|41.35\|-3.32\|42.47\|43.00\|40.46\|571069;2026-05-25\|40.94\|-0.99\|41.95\|42.99\|40.00\|383207;2026-05-26\|37.48\|-8.45\|40.70\|40.92\|36.90\|552942;2026-05-27\|36.84\|-1.71\|36.99\|37.24\|34.40\|425317;2026-05-28\|36.46\|-1.03\|36.70\|37.95\|35.78\|239759;2026-05-29\|35.17\|-3.54\|36.29\|37.19\|35.09\|286802;2026-06-01\|33.56\|-4.58\|34.67\|36.08\|33.50\|278209;2026-06-02\|32.97\|-1.76\|33.36\|33.76\|32.32\|201385;2026-06-03\|33.71\|2.24\|32.90\|34.48\|32.50\|194204;2026-06-04\|33.42\|-0.86\|33.56\|33.98\|33.00\|118353;2026-06-05\|32.60\|-2.45\|34.07\|34.35\|32.36\|216344;2026-06-08\|31.37\|-3.77\|31.61\|32.80\|31.00\|161994;2026-06-09\|31.43\|0.19\|31.68\|31.68\|30.70\|133375;2026-06-10\|31.91\|1.53\|31.22\|32.18\|31.22\|147201;2026-06-11\|31.39\|-1.63\|31.58\|32.44\|31.15\|136854;2026-06-12\|32.52\|3.60\|31.60\|32.93\|30.80\|190564;2026-06-15\|32.74\|0.68\|32.60\|32.85\|31.92\|185246;2026-06-16\|32.38\|-1.10\|32.70\|32.74\|31.91\|152797;2026-06-17\|32.42\|0.12\|32.28\|32.90\|32.10\|134637;2026-06-18\|35.66\|9.99\|32.30\|35.66\|32.20\|275854;2026-06-22\|36.67\|2.83\|35.03\|36.85\|34.13\|359057;2026-06-23\|36.53\|-0.38\|36.66\|38.28\|36.03\|328717;2026-06-24\|38.08\|4.24\|36.42\|39.05\|36.40\|374878;2026-06-25\|38.61\|1.39\|37.57\|39.21\|37.20\|302499;2026-06-26\|37.08\|-3.96\|38.01\|39.59\|36.56\|259899;2026-06-29\|39.60\|6.80\|37.08\|40.38\|37.08\|414588;2026-06-30\|38.22\|-3.19\|39.27\|39.47\|38.13\|311249;2026-07-01\|40.94\|7.12\|37.58\|41.37\|36.84\|446268;2026-07-02\|39.62\|-3.22\|40.45\|42.50\|39.51\|356545;2026-07-03\|40.56\|2.37\|40.33\|40.66\|38.85\|309919;2026-07-06\|41.24\|1.68\|39.80\|43.58\|39.22\|471351;2026-07-07\|39.23\|-4.87\|40.30\|40.77\|38.66\|352191;2026-07-08\|37.90\|-3.39\|39.23\|40.32\|37.66\|291280;2026-07-09\|39.29\|3.67\|37.80\|40.17\|37.28\|274516;2026-07-10\|43.22\|10.00\|38.65\|43.22\|38.64\|535749;2026-07-13\|43.01\|-0.49\|44.12\|46.85\|42.75\|683313;2026-07-14\|46.02\|7.00\|43.11\|46.43\|40.01\|691172;2026-07-15\|50.62\|10.00\|50.62\|50.62\|47.73\|436727;2026-07-16\|53.25\|5.20\|51.58\|55.68\|50.98\|1233037;2026-07-17\|47.93\|-9.99\|51.00\|51.97\|47.93\|402351;2026-07-20\|47.00\|-1.94\|43.14\|48.48\|43.14\|945019;2026-07-21\|49.12\|4.51\|44.28\|49.40\|42.50\|780795;2026-07-22\|48.06\|-2.16\|48.00\|51.00\|47.74\|717132;2026-07-23\|48.49\|0.89\|47.82\|51.35\|47.82\|598219;2026-07-24\|45.26\|-6.66\|47.83\|48.49\|45.22\|561169
12374	2026年中国创新药出海BD总包已达571亿美元	ADC新药+眼科医疗+创新药行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2026年3月26日公告，子公司康弘生物获药监局批准，注射用KHN922HER3双载荷ADC获批开展临床试验，为晚期肿瘤提供新方案。 2、据2025年8月11日互动易，中成药KH110治疗阿尔茨海默症处于III期临床，为潜在大品种。 3、据2025年5月15日投资者关系活动记录表，基因治疗产品KH631治疗湿性年龄相关性黄斑变性已启动中国II期、美国I期临床，2025年5月ARVO会议公布数据示良好安全性。 4、公司的主营业务是药品（包括生物制品、中成药、化学药）和医疗器械（主要是眼科医疗器械）的研发、生产与销售。	眼科创新药龙头，主要产品康柏西，五加益智治疗阿尔兹海默症正在进行二期临床实	2026-03-17\|27.45\|-0.76\|27.66\|28.28\|27.35\|52712;2026-03-18\|27.26\|-0.69\|27.44\|27.57\|27.10\|33002;2026-03-19\|26.65\|-2.24\|27.00\|27.23\|26.55\|37260;2026-03-20\|26.01\|-2.40\|26.66\|27.00\|25.99\|54810;2026-03-23\|24.76\|-4.81\|25.48\|25.79\|24.50\|62507;2026-03-24\|25.46\|2.83\|25.11\|25.49\|25.01\|44073;2026-03-25\|25.52\|0.24\|25.79\|25.79\|25.35\|33758;2026-03-26\|25.14\|-1.49\|25.52\|26.03\|25.03\|42019;2026-03-27\|27.65\|9.98\|24.92\|27.65\|24.88\|83098;2026-03-30\|28.46\|2.93\|28.14\|29.01\|28.01\|247072;2026-03-31\|28.90\|1.55\|28.48\|29.15\|28.30\|190828;2026-04-01\|30.25\|4.67\|28.80\|30.50\|28.39\|279361;2026-04-02\|30.00\|-0.83\|29.80\|30.60\|29.30\|166956;2026-04-03\|28.64\|-4.53\|29.25\|29.53\|28.55\|132383;2026-04-07\|28.43\|-0.73\|28.63\|29.07\|27.92\|121292;2026-04-08\|28.57\|0.49\|28.80\|29.04\|28.27\|126512;2026-04-09\|28.09\|-1.68\|28.31\|28.86\|27.96\|105152;2026-04-10\|28.05\|-0.14\|28.08\|28.60\|27.79\|112054;2026-04-13\|27.81\|-0.86\|28.00\|28.29\|27.40\|98742;2026-04-14\|27.14\|-2.41\|28.04\|28.07\|26.12\|210997;2026-04-15\|27.68\|1.99\|27.44\|27.68\|26.59\|164216;2026-04-16\|27.28\|-1.45\|27.55\|27.84\|26.80\|126442;2026-04-17\|26.62\|-2.42\|27.19\|27.25\|26.34\|108754;2026-04-20\|27.01\|1.47\|26.62\|27.88\|26.39\|181686;2026-04-21\|26.73\|-1.04\|26.74\|27.32\|26.56\|105144;2026-04-22\|26.74\|0.04\|26.53\|26.76\|26.25\|91509;2026-04-23\|25.79\|-3.55\|25.74\|26.00\|25.22\|156293;2026-04-24\|25.54\|-0.97\|25.58\|25.93\|24.87\|97160;2026-04-27\|25.30\|-0.94\|25.40\|25.63\|25.21\|65563;2026-04-28\|24.49\|-3.20\|25.21\|25.75\|24.40\|117641;2026-04-29\|24.88\|1.59\|24.33\|25.10\|24.24\|71922;2026-04-30\|24.63\|-1.00\|24.77\|25.07\|24.52\|52127;2026-05-06\|24.56\|-0.28\|24.62\|24.71\|24.45\|68105;2026-05-07\|24.59\|0.12\|24.61\|24.79\|24.41\|60298;2026-05-08\|24.23\|-1.46\|24.59\|24.71\|24.10\|78734;2026-05-11\|24.07\|-0.66\|24.10\|24.18\|23.36\|153992;2026-05-12\|23.50\|-2.37\|23.99\|24.13\|23.46\|115234;2026-05-13\|23.11\|-1.66\|23.50\|23.65\|22.90\|89883;2026-05-14\|22.48\|-2.73\|23.14\|23.33\|22.47\|84424;2026-05-15\|22.17\|-1.38\|22.48\|22.74\|22.10\|75082;2026-05-18\|21.49\|-3.07\|22.10\|22.10\|21.35\|98100;2026-05-19\|21.85\|1.68\|21.44\|22.05\|21.44\|64583;2026-05-20\|21.66\|-0.87\|21.93\|22.22\|21.31\|80861;2026-05-21\|21.47\|-0.88\|21.69\|22.15\|21.42\|106041;2026-05-22\|21.18\|-1.35\|21.51\|21.63\|21.10\|70293;2026-05-25\|21.12\|-0.28\|21.12\|21.30\|20.93\|50710;2026-05-26\|21.27\|0.71\|21.11\|21.32\|20.88\|60424;2026-05-27\|21.23\|-0.19\|21.18\|21.70\|20.72\|97619;2026-05-28\|20.85\|-1.79\|21.25\|21.42\|20.57\|74097;2026-05-29\|21.00\|0.72\|20.86\|21.33\|20.70\|90539;2026-06-01\|21.25\|1.19\|21.15\|21.35\|20.95\|62537;2026-06-02\|21.33\|0.38\|21.25\|21.65\|20.98\|94828;2026-06-03\|21.56\|1.08\|21.37\|22.12\|21.04\|117319;2026-06-04\|21.64\|0.37\|21.56\|21.74\|21.38\|96146;2026-06-05\|21.33\|-1.43\|21.84\|21.93\|21.15\|95441;2026-06-08\|20.63\|-3.28\|20.90\|21.25\|20.46\|77706;2026-06-09\|20.12\|0.95\|20.15\|20.37\|19.78\|63023;2026-06-10\|20.01\|-0.55\|19.96\|20.16\|19.63\|61714;2026-06-11\|19.91\|-0.50\|19.97\|20.15\|19.63\|58316;2026-06-12\|20.36\|2.26\|19.90\|20.56\|19.83\|88040;2026-06-15\|20.57\|1.03\|20.46\|20.57\|20.24\|72280;2026-06-16\|20.10\|-2.28\|20.57\|20.57\|19.96\|56745;2026-06-17\|19.81\|-1.44\|20.05\|20.09\|19.66\|58298;2026-06-18\|19.81\|0.00\|19.80\|20.24\|19.35\|65358;2026-06-22\|19.75\|-0.30\|19.73\|19.79\|18.97\|75812;2026-06-23\|20.72\|4.91\|19.61\|21.49\|19.55\|139215;2026-06-24\|20.49\|-1.11\|20.71\|20.99\|20.39\|92581;2026-06-25\|20.40\|-0.44\|20.35\|20.66\|19.60\|100379;2026-06-26\|19.51\|-4.36\|20.23\|20.40\|19.51\|66870;2026-06-29\|20.93\|7.28\|19.39\|20.99\|19.00\|154474;2026-06-30\|20.45\|-2.29\|20.81\|20.81\|20.20\|112452;2026-07-01\|22.10\|8.07\|20.35\|22.33\|19.95\|196547;2026-07-02\|21.90\|-0.91\|22.08\|22.70\|21.90\|173329;2026-07-03\|22.34\|2.01\|22.11\|22.48\|21.63\|166798;2026-07-06\|23.31\|4.34\|22.14\|23.98\|21.90\|241394;2026-07-07\|23.69\|1.63\|23.03\|24.13\|22.64\|209651;2026-07-08\|22.28\|-5.95\|23.30\|24.08\|22.25\|167134;2026-07-09\|21.88\|-1.80\|22.11\|22.75\|21.55\|120234;2026-07-10\|22.31\|1.97\|21.66\|22.96\|21.35\|161764;2026-07-13\|22.62\|1.39\|22.28\|23.30\|21.80\|183294;2026-07-14\|22.92\|1.33\|22.55\|23.16\|22.03\|143877;2026-07-15\|23.46\|2.36\|22.65\|23.83\|22.59\|182522;2026-07-16\|23.57\|0.47\|23.20\|23.86\|22.91\|133017;2026-07-17\|22.04\|-6.49\|23.32\|23.48\|22.01\|126151;2026-07-20\|22.55\|2.31\|22.00\|22.84\|21.76\|116442;2026-07-21\|22.60\|0.22\|22.37\|22.70\|22.06\|106133;2026-07-22\|21.65\|-4.20\|22.55\|22.99\|21.35\|149048;2026-07-23\|21.45\|-0.92\|21.43\|21.84\|21.05\|95327;2026-07-24\|20.98\|-2.19\|21.33\|21.56\|20.91\|64088
12373	2026年中国创新药出海BD总包已达571亿美元	CPHI展会+创新药+甾体激素行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据津药药业官微2026年6月22日报道，公司在2026上海CPHI展会上与全球合作伙伴围绕产业链协同、制剂海外注册等达成多项合作意向，进一步拓展了国际合作空间；据2026年6月11日业绩说明会，公司推动注射用甲泼尼龙琥珀酸钠等核心产品海外市场突破，该产品已获多米尼加注册证书。 2、据2026年6月23日同花顺数据，创新药板块盘初冲高，公司关联创新药概念；据2025年9月5日互动易，公司创新研究院负责创新药项目，JYSW003项目适应症为银屑病，前期研究显示药效明显，目前正按合同正常推进。 3、据2025年半年报及年报，公司是国内较早研制并生产甾体激素类原料药的企业，亚洲重要的皮质激素类药物研发、生产与出口基地，主营业务为甾体激素类、氨基酸类原料药及制剂的研发、生产和销售。	公司在皮质激素原料药领域产品结构完整，经营地塞米松40余个品种，该药物能治疗重症患者；一季度净利同比大增199.3%	2026-03-17\|4.17\|-0.95\|4.22\|4.25\|4.17\|60683;2026-03-18\|4.23\|1.44\|4.19\|4.23\|4.14\|81798;2026-03-19\|4.12\|-2.60\|4.22\|4.23\|4.10\|83842;2026-03-20\|4.00\|-2.91\|4.12\|4.15\|3.99\|91218;2026-03-23\|3.71\|-7.25\|3.96\|3.96\|3.68\|162093;2026-03-24\|3.89\|4.85\|3.77\|3.89\|3.75\|98446;2026-03-25\|3.96\|1.80\|3.90\|3.97\|3.86\|77864;2026-03-26\|3.94\|-0.51\|3.94\|4.03\|3.93\|74528;2026-03-27\|4.33\|9.90\|3.94\|4.33\|3.92\|389815;2026-03-30\|4.76\|9.93\|4.33\|4.76\|4.33\|699067;2026-03-31\|5.24\|10.08\|4.99\|5.24\|4.97\|897796;2026-04-01\|5.76\|9.92\|5.76\|5.76\|5.65\|368944;2026-04-02\|6.34\|10.07\|6.34\|6.34\|6.34\|148793;2026-04-03\|6.97\|9.94\|6.96\|6.97\|6.85\|937462;2026-04-07\|7.67\|10.04\|7.30\|7.67\|7.10\|1763537;2026-04-08\|7.36\|-4.04\|8.36\|8.44\|7.13\|2814398;2026-04-09\|7.08\|-3.80\|7.15\|7.72\|6.84\|2553048;2026-04-10\|6.42\|-9.32\|6.67\|6.99\|6.37\|2409621;2026-04-13\|5.91\|-7.94\|6.15\|6.24\|5.91\|1702141;2026-04-14\|6.22\|5.25\|5.94\|6.27\|5.87\|1828137;2026-04-15\|6.84\|9.97\|6.18\|6.84\|5.96\|2444698;2026-04-16\|6.29\|-8.04\|6.54\|6.69\|6.16\|1955146;2026-04-17\|6.06\|-3.66\|6.11\|6.22\|5.93\|1449849;2026-04-20\|6.41\|5.78\|6.00\|6.48\|5.96\|1494179;2026-04-21\|6.31\|-1.56\|6.40\|6.75\|6.20\|1390174;2026-04-22\|6.56\|3.96\|6.21\|6.60\|6.12\|1588511;2026-04-23\|6.74\|2.74\|6.43\|7.18\|6.41\|1985373;2026-04-24\|6.12\|-9.20\|6.43\|6.99\|6.07\|1955461;2026-04-27\|5.62\|-8.17\|5.60\|5.80\|5.51\|1435024;2026-04-28\|6.18\|9.96\|5.53\|6.18\|5.53\|1051167;2026-04-29\|5.86\|-5.18\|6.18\|6.27\|5.86\|1619026;2026-04-30\|5.70\|-2.73\|5.87\|5.94\|5.66\|876446;2026-05-06\|5.90\|3.51\|5.70\|5.94\|5.61\|893529;2026-05-07\|5.97\|1.19\|5.90\|6.04\|5.81\|827044;2026-05-08\|6.00\|0.50\|5.96\|6.26\|5.96\|802426;2026-05-11\|6.60\|10.00\|6.00\|6.60\|5.83\|1439639;2026-05-12\|7.26\|10.00\|6.65\|7.26\|6.55\|2154748;2026-05-13\|7.20\|-0.83\|7.38\|7.89\|7.11\|2645714;2026-05-14\|7.79\|8.19\|7.06\|7.92\|6.90\|2493668;2026-05-15\|7.01\|-10.01\|7.19\|7.20\|7.01\|402000;2026-05-18\|6.31\|-9.99\|6.31\|6.47\|6.31\|471278;2026-05-19\|6.00\|-4.91\|5.77\|6.35\|5.77\|1668797;2026-05-20\|5.91\|-1.50\|6.00\|6.34\|5.78\|1355700;2026-05-21\|5.66\|-4.23\|5.86\|6.04\|5.64\|1328117;2026-05-22\|5.42\|-4.24\|5.64\|5.68\|5.35\|1076617;2026-05-25\|5.24\|-3.32\|5.38\|5.46\|5.16\|874598;2026-05-26\|5.04\|-3.82\|5.18\|5.18\|4.95\|661590;2026-05-27\|5.15\|2.18\|5.02\|5.42\|4.85\|1380187;2026-05-28\|5.04\|-2.14\|5.00\|5.08\|4.93\|767819;2026-05-29\|5.54\|9.92\|5.00\|5.54\|4.95\|1212666;2026-06-01\|5.66\|2.17\|5.51\|5.81\|5.45\|1377559;2026-06-02\|5.44\|-3.89\|5.53\|5.76\|5.26\|1172883;2026-06-03\|5.46\|0.37\|5.38\|5.49\|5.23\|889935;2026-06-04\|5.46\|0.00\|5.50\|5.66\|5.35\|1160498;2026-06-05\|5.17\|-5.31\|5.67\|5.81\|5.15\|1114981;2026-06-08\|5.69\|10.06\|5.00\|5.69\|5.00\|943193;2026-06-09\|5.43\|-4.57\|5.69\|5.75\|5.35\|1203531;2026-06-10\|5.23\|-3.68\|5.38\|5.46\|5.20\|789086;2026-06-11\|5.08\|-2.87\|5.25\|5.60\|5.05\|983543;2026-06-12\|4.76\|-6.30\|5.02\|5.07\|4.63\|979636;2026-06-15\|4.85\|1.89\|4.70\|4.89\|4.60\|693825;2026-06-16\|4.77\|-1.65\|4.80\|4.80\|4.66\|514524;2026-06-17\|4.60\|-3.56\|4.76\|4.78\|4.57\|590680;2026-06-18\|4.55\|-1.09\|4.59\|4.69\|4.45\|685048;2026-06-22\|4.52\|-0.66\|4.54\|4.55\|4.36\|660338;2026-06-23\|4.97\|9.96\|4.57\|4.97\|4.53\|1472883;2026-06-24\|4.98\|0.20\|4.87\|5.33\|4.76\|1562368;2026-06-25\|4.69\|-5.82\|4.84\|4.88\|4.50\|1107612;2026-06-26\|4.40\|-6.18\|4.67\|4.71\|4.40\|755220;2026-06-29\|4.84\|10.00\|4.43\|4.84\|4.25\|944947;2026-06-30\|4.83\|-0.21\|4.89\|5.07\|4.75\|1201262;2026-07-01\|5.10\|5.59\|4.83\|5.12\|4.69\|1245385;2026-07-02\|5.37\|5.29\|5.10\|5.50\|5.00\|1665057;2026-07-03\|5.22\|-2.79\|5.33\|5.50\|5.01\|1297487;2026-07-06\|5.45\|4.41\|5.01\|5.69\|4.89\|1406709;2026-07-07\|4.99\|-8.44\|5.28\|5.30\|4.92\|1064000;2026-07-08\|5.49\|10.02\|5.07\|5.49\|4.81\|1851475;2026-07-09\|5.29\|-3.64\|5.11\|5.55\|5.11\|1509922;2026-07-10\|5.58\|5.48\|5.18\|5.78\|5.13\|1559866;2026-07-13\|6.07\|8.78\|5.52\|6.11\|5.52\|1827306;2026-07-14\|6.47\|7.48\|5.75\|6.62\|5.61\|1850085;2026-07-15\|6.98\|7.88\|6.13\|7.10\|6.13\|1840389;2026-07-16\|6.45\|-7.59\|6.92\|7.35\|6.30\|2040833;2026-07-17\|5.81\|-9.92\|6.13\|6.27\|5.81\|664365;2026-07-20\|5.23\|-9.98\|5.23\|5.58\|5.23\|1291527;2026-07-21\|5.06\|-3.25\|5.00\|5.17\|4.71\|1432665;2026-07-22\|5.08\|0.40\|4.91\|5.30\|4.88\|1167009;2026-07-23\|5.13\|0.98\|4.97\|5.18\|4.94\|931437;2026-07-24\|4.84\|-5.65\|5.05\|5.17\|4.82\|844148
12372	2026年中国创新药出海BD总包已达571亿美元	创新药+益生菌+国产替代行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2025年10月24日互动易，公司与深圳未知君合作推进KEX02活菌胶囊联合PD-1抑制剂治疗非小细胞肺癌的临床研究。 2、据2025年8月20日半年报，公司建成亚洲最大商业乳酸菌菌种资源库，保有5万余株菌种，主导制定行业标准，具备国产替代先发优势。 3、据2025年8月20日半年报，公司食用益生菌制品销量235.63吨、同比增长23.44%，动植物微生态制剂业务快速放量，产能逐步释放。	公司与深圳未知君合作推进KEX02活菌胶囊联合PD-1抑制剂治疗非小细胞肺癌的临床研究	2026-03-17\|16.26\|-4.07\|17.00\|17.00\|13.56\|39261;2026-03-18\|16.46\|1.23\|16.72\|16.72\|16.21\|27260;2026-03-19\|16.04\|-2.55\|16.39\|16.52\|16.00\|24874;2026-03-20\|15.43\|-3.80\|16.28\|16.28\|15.40\|35359;2026-03-23\|14.51\|-5.96\|15.27\|15.27\|14.45\|35841;2026-03-24\|15.19\|4.69\|14.83\|15.28\|14.66\|42644;2026-03-25\|15.37\|1.19\|15.26\|15.40\|15.20\|18897;2026-03-26\|15.16\|-1.37\|15.38\|15.63\|15.06\|23130;2026-03-27\|18.19\|19.99\|15.01\|18.19\|15.01\|152937;2026-03-30\|18.79\|3.30\|17.68\|19.49\|17.29\|299261;2026-03-31\|18.63\|-0.85\|18.12\|18.63\|17.90\|188034;2026-04-01\|19.25\|3.33\|18.50\|19.47\|17.97\|262306;2026-04-02\|18.71\|-2.81\|18.55\|18.95\|18.21\|176043;2026-04-03\|18.05\|-3.53\|18.26\|18.84\|18.03\|143167;2026-04-07\|18.20\|0.83\|18.10\|18.31\|17.73\|118750;2026-04-08\|18.77\|3.13\|18.45\|18.79\|18.00\|156587;2026-04-09\|18.13\|-3.41\|18.40\|18.40\|17.83\|125990;2026-04-10\|18.60\|2.59\|18.14\|18.72\|17.89\|134763;2026-04-13\|18.87\|1.45\|18.59\|18.88\|18.38\|129610;2026-04-14\|21.30\|12.88\|18.70\|21.50\|18.50\|274475;2026-04-15\|21.33\|0.14\|22.09\|22.60\|20.45\|309886;2026-04-16\|23.50\|10.17\|20.51\|24.16\|19.68\|400122;2026-04-17\|25.45\|8.30\|22.98\|27.08\|22.98\|439398;2026-04-20\|23.24\|-8.68\|24.40\|24.98\|22.91\|345105;2026-04-21\|23.45\|0.90\|23.01\|24.15\|22.60\|282154;2026-04-22\|22.48\|-4.14\|24.21\|24.37\|21.86\|370559;2026-04-23\|23.15\|2.98\|22.55\|24.50\|22.55\|425272;2026-04-24\|21.22\|-8.34\|23.64\|23.99\|21.15\|378571;2026-04-27\|19.50\|-8.11\|20.90\|21.86\|19.44\|396323;2026-04-28\|18.79\|-3.64\|19.50\|19.55\|18.68\|233642;2026-04-29\|18.29\|-2.66\|18.03\|18.60\|18.03\|205724;2026-04-30\|17.85\|-2.41\|18.11\|18.30\|17.82\|161619;2026-05-06\|18.17\|1.79\|17.89\|18.77\|17.85\|142009;2026-05-07\|17.90\|-1.49\|18.28\|18.29\|17.56\|155210;2026-05-08\|18.83\|5.20\|17.96\|19.08\|17.73\|253930;2026-05-11\|18.62\|-1.12\|18.84\|19.43\|18.27\|195057;2026-05-12\|18.30\|-1.72\|18.37\|18.61\|18.02\|131000;2026-05-13\|18.07\|-1.26\|18.39\|18.62\|18.00\|131500;2026-05-14\|17.91\|-0.89\|18.17\|18.68\|17.79\|139767;2026-05-15\|17.66\|-1.40\|18.05\|18.30\|17.58\|108489;2026-05-18\|17.38\|-1.59\|17.60\|17.60\|17.21\|90947;2026-05-19\|17.60\|1.27\|17.36\|17.87\|17.25\|72870;2026-05-20\|17.56\|-0.23\|17.40\|17.70\|17.17\|74561;2026-05-21\|17.36\|-1.14\|17.53\|17.93\|17.24\|101470;2026-05-22\|17.25\|-0.63\|17.38\|17.42\|17.02\|67594;2026-05-25\|17.23\|-0.12\|17.24\|17.49\|16.85\|62105;2026-05-26\|16.88\|-2.03\|17.16\|17.16\|16.37\|70470;2026-05-27\|16.45\|-2.55\|16.86\|17.00\|16.33\|64805;2026-05-28\|16.29\|-0.97\|16.20\|16.46\|15.99\|58786;2026-05-29\|16.15\|-0.86\|16.22\|16.48\|16.08\|64750;2026-06-01\|16.19\|0.25\|16.13\|16.43\|15.92\|53908;2026-06-02\|15.77\|-2.59\|16.20\|16.20\|15.66\|51279;2026-06-03\|15.73\|-0.25\|15.77\|15.89\|15.55\|44040;2026-06-04\|15.37\|-2.29\|15.63\|15.70\|15.26\|49440;2026-06-05\|15.58\|1.37\|15.40\|16.08\|15.40\|69948;2026-06-08\|15.27\|-1.99\|15.20\|15.63\|14.98\|68715;2026-06-09\|15.32\|0.33\|15.58\|15.59\|15.03\|45407;2026-06-10\|15.51\|1.24\|15.38\|15.59\|15.14\|56656;2026-06-11\|15.18\|-2.13\|15.35\|15.51\|15.05\|42863;2026-06-12\|15.46\|1.84\|15.44\|15.54\|15.06\|48189;2026-06-15\|15.59\|0.84\|15.46\|15.78\|15.41\|47659;2026-06-16\|15.28\|-1.99\|15.60\|15.60\|15.15\|43965;2026-06-17\|15.06\|-1.44\|15.27\|15.32\|15.01\|38816;2026-06-18\|15.60\|3.59\|15.08\|15.97\|14.70\|79382;2026-06-22\|15.40\|-1.28\|15.40\|15.58\|15.05\|68608;2026-06-23\|15.51\|0.71\|15.40\|15.85\|15.35\|54362;2026-06-24\|15.07\|-2.84\|15.69\|15.69\|14.97\|78549;2026-06-25\|14.80\|-1.79\|14.93\|15.15\|14.55\|68340;2026-06-26\|14.24\|-3.78\|14.71\|14.75\|14.18\|47607;2026-06-29\|15.29\|7.37\|14.05\|15.60\|14.03\|97184;2026-06-30\|15.19\|-0.65\|15.28\|15.34\|14.87\|60595;2026-07-01\|15.52\|2.17\|15.08\|15.64\|14.94\|58910;2026-07-02\|15.43\|-0.58\|15.53\|16.05\|15.40\|64053;2026-07-03\|15.36\|-0.45\|15.44\|15.66\|15.21\|49883;2026-07-06\|15.49\|0.85\|15.36\|15.81\|15.28\|49798;2026-07-07\|14.72\|-4.97\|15.40\|15.42\|14.70\|53354;2026-07-08\|14.31\|-2.79\|14.66\|14.76\|14.24\|45691;2026-07-09\|14.11\|-1.40\|14.32\|14.42\|13.76\|44245;2026-07-10\|14.62\|4.35\|14.05\|14.69\|13.87\|51691;2026-07-13\|14.16\|-3.15\|14.62\|14.70\|14.08\|39214;2026-07-14\|14.38\|1.55\|14.17\|14.60\|14.00\|41733;2026-07-15\|14.75\|2.57\|14.25\|15.08\|14.21\|48409;2026-07-16\|14.96\|1.42\|14.60\|15.15\|14.50\|57548;2026-07-17\|14.18\|-5.21\|14.85\|15.03\|14.05\|56656;2026-07-20\|14.00\|-1.27\|14.33\|14.51\|13.68\|52127;2026-07-21\|13.74\|-1.86\|14.01\|14.09\|13.51\|50212;2026-07-22\|13.55\|-1.38\|13.75\|13.91\|13.46\|33524;2026-07-23\|13.63\|0.59\|13.42\|13.68\|13.41\|29155;2026-07-24\|13.03\|-4.40\|13.60\|13.65\|13.02\|38949
12371	2026年中国创新药出海BD总包已达571亿美元	流感检测+POCT+海外增长 1、据2025年11月22日业绩说明会，公司甲型/乙型流感病毒及呼吸道合胞病毒核酸联合检测试剂盒荧光PCR法已覆盖市场，并于2025年11月针对性推出肺炎衣原体、肺炎支原体及腺病毒核酸联合检测试剂盒荧光PCR法，适配流感季需求，约30分钟出结果。 2、据2025年11月22日业绩说明会，前三季度海外POCT条线收入0.99亿元，同比增长41.61%，POCT产品已销至120余国。 3、据2025年4月30日年度报告，公司依托POCT、化学发光、生化、分子等八大技术平台及四大核心科研平台，打造IVD全场景综合解决方案，产品覆盖免疫、生化、分子等多检测领域。	国内心血管POCT龙头，以心肌标志物、炎症类为拳头优势项目；主营产品为POCT体外诊断试剂及配套仪器，产品覆盖心血管疾病、肾损伤、传染病等重大疾病领域	2026-03-17\|9.44\|10.02\|8.60\|9.44\|8.55\|386624;2026-03-18\|10.38\|9.96\|9.76\|10.38\|9.72\|334855;2026-03-19\|10.20\|-1.73\|11.28\|11.42\|9.90\|1224683;2026-03-20\|9.65\|-5.39\|9.80\|10.28\|9.40\|844788;2026-03-23\|8.69\|-9.95\|9.25\|9.38\|8.69\|603449;2026-03-24\|9.01\|3.68\|8.77\|9.08\|8.66\|491826;2026-03-25\|9.17\|1.78\|9.01\|9.33\|8.89\|477414;2026-03-26\|9.00\|-1.85\|9.15\|9.29\|8.91\|338178;2026-03-27\|9.90\|10.00\|8.88\|9.90\|8.85\|432332;2026-03-30\|10.21\|3.13\|10.00\|10.40\|9.92\|793519;2026-03-31\|10.02\|-1.86\|10.15\|10.25\|9.96\|437033;2026-04-01\|10.63\|6.09\|10.05\|10.82\|9.99\|708415;2026-04-02\|10.65\|0.19\|10.35\|11.39\|10.18\|654781;2026-04-03\|10.11\|-5.07\|10.40\|10.79\|10.11\|475783;2026-04-07\|10.29\|1.78\|10.70\|10.80\|10.15\|390446;2026-04-08\|10.13\|-1.55\|10.41\|10.48\|9.98\|363780;2026-04-09\|9.75\|-3.75\|10.10\|10.20\|9.68\|364732;2026-04-10\|10.19\|4.51\|9.83\|10.73\|9.77\|667551;2026-04-13\|9.98\|-2.06\|10.49\|10.49\|9.85\|438103;2026-04-14\|9.82\|-1.60\|9.99\|10.06\|9.69\|304300;2026-04-15\|10.16\|3.46\|9.90\|10.20\|9.75\|425488;2026-04-16\|9.93\|-2.26\|10.01\|10.04\|9.72\|283356;2026-04-17\|9.46\|-4.73\|9.84\|9.85\|9.42\|300923;2026-04-20\|9.66\|2.11\|9.40\|9.67\|9.36\|192036;2026-04-21\|9.40\|-2.69\|9.60\|9.64\|9.33\|182118;2026-04-22\|9.43\|0.32\|9.33\|9.44\|9.28\|127654;2026-04-23\|9.33\|-1.06\|9.47\|9.47\|9.22\|138107;2026-04-24\|9.35\|0.21\|9.25\|9.44\|9.25\|114913;2026-04-27\|9.27\|-0.86\|9.50\|9.52\|9.25\|114417;2026-04-28\|9.05\|-2.37\|9.27\|9.38\|8.98\|184929;2026-04-29\|9.15\|1.10\|8.98\|9.22\|8.96\|120448;2026-04-30\|9.65\|5.46\|9.35\|9.86\|9.35\|311786;2026-05-06\|9.65\|0.00\|9.63\|9.71\|9.58\|167364;2026-05-07\|9.60\|-0.52\|9.65\|9.66\|9.51\|116573;2026-05-08\|9.88\|2.92\|9.58\|10.06\|9.58\|214115;2026-05-11\|10.14\|2.63\|9.96\|10.15\|9.76\|270980;2026-05-12\|9.76\|-3.75\|10.06\|10.07\|9.75\|201557;2026-05-13\|9.75\|-0.10\|9.71\|9.82\|9.66\|123039;2026-05-14\|9.66\|-0.92\|9.73\|9.82\|9.60\|130727;2026-05-15\|9.50\|-1.66\|9.59\|9.66\|9.41\|119042;2026-05-18\|9.50\|0.00\|9.52\|9.59\|9.38\|107123;2026-05-19\|9.64\|1.47\|9.51\|9.78\|9.51\|102231;2026-05-20\|9.34\|-3.11\|9.56\|9.60\|9.30\|114574;2026-05-21\|9.09\|-2.68\|9.33\|9.49\|9.08\|112336;2026-05-22\|9.22\|1.43\|9.14\|9.32\|9.09\|83032;2026-05-25\|9.21\|-0.11\|9.22\|9.38\|9.11\|76760;2026-05-26\|9.06\|-1.63\|9.21\|9.21\|8.95\|78821;2026-05-27\|8.86\|-2.21\|9.01\|9.05\|8.74\|93356;2026-05-28\|8.82\|-0.45\|8.82\|8.92\|8.65\|61515;2026-05-29\|8.91\|1.02\|8.81\|8.96\|8.78\|87219;2026-06-01\|9.04\|1.46\|8.82\|9.04\|8.82\|83393;2026-06-02\|8.83\|-2.32\|9.04\|9.04\|8.78\|75933;2026-06-03\|8.72\|-1.25\|8.81\|8.83\|8.66\|72385;2026-06-04\|8.41\|-3.56\|8.65\|8.77\|8.40\|86627;2026-06-05\|8.49\|0.95\|8.46\|8.59\|8.40\|67505;2026-06-08\|8.20\|-3.42\|8.35\|8.50\|8.08\|81224;2026-06-09\|8.20\|0.00\|8.21\|8.28\|8.11\|64842;2026-06-10\|8.06\|-1.71\|8.25\|8.25\|7.93\|81586;2026-06-11\|7.98\|-0.99\|8.00\|8.10\|7.85\|57167;2026-06-12\|8.14\|2.00\|8.09\|8.15\|7.92\|78530;2026-06-15\|8.23\|1.11\|8.18\|8.30\|8.14\|77074;2026-06-16\|8.22\|-0.12\|8.25\|8.28\|8.12\|60754;2026-06-17\|8.12\|-1.22\|8.22\|8.22\|8.09\|55125;2026-06-18\|8.10\|1.63\|7.99\|8.24\|7.93\|68760;2026-06-22\|7.95\|-1.85\|8.08\|8.08\|7.62\|104845;2026-06-23\|8.18\|2.89\|7.89\|8.32\|7.89\|100643;2026-06-24\|8.10\|-0.98\|8.19\|8.34\|8.06\|91150;2026-06-25\|7.80\|-3.70\|8.00\|8.08\|7.74\|93055;2026-06-26\|7.52\|-3.59\|7.74\|7.80\|7.51\|84059;2026-06-29\|7.83\|4.12\|7.52\|7.87\|7.37\|118506;2026-06-30\|7.56\|-3.45\|7.77\|7.79\|7.51\|86023;2026-07-01\|8.04\|6.35\|7.53\|8.05\|7.47\|119866;2026-07-02\|8.04\|0.00\|7.96\|8.16\|7.90\|100792;2026-07-03\|8.27\|2.86\|8.04\|8.30\|8.04\|106852;2026-07-06\|8.33\|0.73\|8.32\|8.47\|8.24\|97820;2026-07-07\|8.12\|-2.52\|8.27\|8.30\|8.07\|77236;2026-07-08\|8.14\|0.25\|8.17\|8.26\|8.06\|69486;2026-07-09\|8.12\|-0.25\|8.06\|8.26\|7.95\|70313;2026-07-10\|8.28\|1.97\|8.11\|8.32\|7.98\|95249;2026-07-13\|8.26\|-0.24\|8.26\|8.37\|8.20\|83667;2026-07-14\|8.39\|1.57\|8.21\|8.44\|8.12\|95228;2026-07-15\|9.23\|10.01\|8.68\|9.23\|8.67\|254220;2026-07-16\|9.25\|0.22\|9.10\|9.47\|9.00\|355586;2026-07-17\|8.79\|-4.97\|9.12\|9.26\|8.71\|251940;2026-07-20\|8.94\|1.71\|8.76\|8.94\|8.63\|217160;2026-07-21\|8.62\|-3.58\|8.80\|8.82\|8.45\|190472;2026-07-22\|8.70\|0.93\|8.62\|8.85\|8.54\|156685;2026-07-23\|8.78\|0.92\|8.62\|8.78\|8.54\|130043;2026-07-24\|8.34\|-5.01\|8.75\|8.78\|8.33\|123017
12370	2026年中国创新药出海BD总包已达571亿美元	创新药+LH-1801揭盲+扬州国资行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2025年12月26日机构调研，公司1类新药LH-1801SGLT-2抑制剂Ⅲ期临床52周随访预计2026年一季度揭盲，系国内首个与达格列净头对头研究，市场空间广阔。 2、据2025年8月27日半年度报告，公司主营泌尿、心血管等化学制剂及原料药，拥有国家一类新药爱普列特片等核心品种，38个制剂纳入基药目录、84个制剂纳入医保目录。 3、据互动易及2025年9月25日披露，公司最终控制人为扬州市国资委，控股股东联环集团2024年增持516.63万股，占总股本1.81%，具备地方国企背景。	公司主导产品之一爱普列特片为国家一类新药，是国内首创的治疗前列腺良性增生症的有效药物，生产的美愈伪麻胶囊可用于缓解普通感冒和流行性感冒症状	2026-03-17\|20.44\|-4.17\|21.30\|21.39\|20.41\|101446;2026-03-18\|22.48\|9.98\|20.47\|22.48\|20.25\|152597;2026-03-19\|22.58\|0.44\|22.44\|22.94\|22.25\|175108;2026-03-20\|22.44\|-0.62\|22.80\|22.96\|22.38\|126107;2026-03-23\|21.54\|-4.01\|22.30\|22.49\|21.35\|109684;2026-03-24\|22.42\|4.09\|21.94\|22.46\|21.63\|125470;2026-03-25\|22.80\|1.69\|22.60\|22.98\|22.35\|103669;2026-03-26\|23.28\|2.11\|22.55\|23.50\|22.55\|138348;2026-03-27\|25.61\|10.01\|22.85\|25.61\|22.85\|265379;2026-03-30\|28.17\|10.00\|26.37\|28.17\|26.17\|322463;2026-03-31\|27.96\|-0.75\|27.54\|30.70\|26.78\|596489;2026-04-01\|30.30\|8.37\|27.96\|30.76\|27.50\|649027;2026-04-02\|30.75\|1.49\|29.85\|32.27\|29.00\|573240;2026-04-03\|27.68\|-9.98\|29.36\|29.85\|27.68\|370244;2026-04-07\|24.96\|-9.83\|26.72\|27.79\|24.91\|636294;2026-04-08\|24.67\|-1.16\|25.40\|25.87\|24.39\|391875;2026-04-09\|23.41\|-5.11\|24.34\|24.68\|23.30\|344650;2026-04-10\|22.57\|-3.59\|23.42\|23.64\|22.55\|308873;2026-04-13\|22.36\|-0.93\|22.82\|22.84\|22.24\|203896;2026-04-14\|22.28\|-0.36\|22.36\|22.40\|21.81\|190927;2026-04-15\|23.75\|6.60\|22.95\|23.82\|22.15\|561339;2026-04-16\|22.23\|-6.40\|23.30\|23.30\|22.00\|369070;2026-04-17\|21.12\|-4.99\|21.94\|21.94\|20.64\|302831;2026-04-20\|21.33\|0.99\|20.98\|21.40\|20.66\|167123;2026-04-21\|20.82\|-2.39\|21.12\|21.42\|20.71\|148152;2026-04-22\|20.65\|-0.82\|20.67\|20.95\|20.30\|155183;2026-04-23\|20.31\|-1.65\|20.55\|20.77\|20.08\|118153;2026-04-24\|20.21\|-0.49\|20.16\|20.50\|20.02\|99132;2026-04-27\|20.57\|1.78\|20.09\|20.62\|19.93\|128871;2026-04-28\|20.57\|0.00\|20.15\|20.95\|20.15\|136508;2026-04-29\|21.89\|6.42\|20.80\|22.60\|20.61\|351438;2026-04-30\|22.78\|4.07\|22.51\|23.30\|21.85\|347412;2026-05-06\|23.36\|2.55\|22.65\|24.20\|22.61\|291868;2026-05-07\|22.27\|-4.67\|23.00\|23.60\|22.26\|289835;2026-05-08\|21.57\|-3.14\|23.50\|23.60\|21.55\|423680;2026-05-11\|21.29\|-1.30\|21.54\|21.67\|20.77\|257519;2026-05-12\|20.63\|-3.10\|21.10\|21.20\|20.58\|175522;2026-05-13\|20.80\|0.82\|20.63\|21.08\|20.30\|139423;2026-05-14\|20.94\|0.67\|20.66\|21.88\|20.63\|242987;2026-05-15\|20.05\|-4.25\|20.60\|20.77\|19.92\|197417;2026-05-18\|19.62\|-2.14\|20.01\|20.01\|19.53\|114164;2026-05-19\|19.66\|0.20\|19.85\|20.28\|19.45\|119085;2026-05-20\|19.43\|-1.17\|19.68\|19.82\|19.23\|92751;2026-05-21\|19.26\|-0.87\|19.32\|20.05\|19.24\|132939;2026-05-22\|18.93\|-1.71\|19.26\|19.59\|18.69\|107997;2026-05-25\|18.49\|-2.32\|18.92\|19.12\|18.29\|107019;2026-05-26\|17.97\|-2.81\|18.25\|18.49\|17.73\|106191;2026-05-27\|17.60\|-2.06\|17.78\|18.08\|17.43\|93269;2026-05-28\|17.51\|-0.51\|17.60\|17.94\|17.21\|77527;2026-05-29\|17.58\|0.40\|17.51\|18.16\|17.20\|156469;2026-06-01\|17.66\|0.46\|17.42\|17.95\|17.33\|89470;2026-06-02\|17.08\|-3.28\|17.66\|17.76\|16.67\|107103;2026-06-03\|17.16\|0.47\|17.01\|17.29\|16.80\|93655;2026-06-04\|17.00\|-0.93\|17.12\|17.25\|16.88\|69347;2026-06-05\|16.68\|-1.88\|17.25\|17.28\|16.55\|95810;2026-06-08\|16.37\|-1.86\|16.33\|16.85\|16.08\|86825;2026-06-09\|16.44\|0.43\|16.32\|16.68\|16.13\|75056;2026-06-10\|16.08\|-2.19\|16.30\|16.42\|15.95\|65868;2026-06-11\|15.77\|-1.93\|15.88\|16.09\|15.65\|65707;2026-06-12\|15.90\|0.82\|15.77\|16.19\|15.62\|81367;2026-06-15\|16.03\|0.82\|15.82\|16.11\|15.82\|63003;2026-06-16\|16.20\|1.06\|16.04\|16.47\|15.79\|82384;2026-06-17\|15.85\|-2.16\|16.18\|16.18\|15.81\|74618;2026-06-18\|15.73\|-0.76\|15.83\|16.14\|15.52\|83191;2026-06-22\|15.58\|-0.95\|15.59\|15.63\|15.04\|104687;2026-06-23\|16.15\|3.66\|15.56\|16.76\|15.40\|161433;2026-06-24\|15.43\|-4.46\|16.18\|16.20\|15.41\|118513;2026-06-25\|15.08\|-2.27\|15.43\|15.43\|14.70\|103308;2026-06-26\|14.23\|-5.64\|15.12\|15.12\|14.20\|98141;2026-06-29\|14.73\|3.51\|14.16\|15.18\|13.82\|148094;2026-06-30\|14.54\|-1.29\|14.77\|14.97\|14.39\|116266;2026-07-01\|15.52\|6.74\|14.44\|15.54\|14.26\|156052;2026-07-02\|15.50\|-0.13\|15.47\|16.39\|15.40\|172890;2026-07-03\|15.90\|2.58\|15.66\|16.08\|15.44\|147262;2026-07-06\|15.95\|0.31\|15.70\|16.44\|15.62\|158309;2026-07-07\|14.90\|-6.58\|15.71\|15.87\|14.87\|133162;2026-07-08\|14.45\|-2.56\|14.83\|15.12\|14.43\|90297;2026-07-09\|14.08\|-2.56\|14.34\|14.68\|13.67\|108082;2026-07-10\|15.49\|10.01\|14.01\|15.49\|13.76\|172095;2026-07-13\|17.04\|10.01\|15.66\|17.04\|14.82\|424278;2026-07-14\|17.82\|4.58\|17.03\|17.82\|16.51\|506994;2026-07-15\|19.15\|7.46\|16.99\|19.50\|16.99\|523555;2026-07-16\|17.28\|-9.77\|18.57\|19.00\|17.24\|441752;2026-07-17\|16.89\|-2.26\|17.21\|18.14\|16.41\|320427;2026-07-20\|16.60\|-1.72\|16.01\|17.20\|15.20\|289460;2026-07-21\|15.35\|-7.53\|16.44\|16.44\|14.94\|325642;2026-07-22\|15.06\|-1.89\|14.90\|16.17\|14.82\|274882;2026-07-23\|16.57\|10.03\|14.89\|16.57\|14.73\|277012;2026-07-24\|15.42\|-6.94\|16.38\|16.85\|15.42\|250560
12369	2026年中国创新药出海BD总包已达571亿美元	创新药+药品注册+国企改革行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年6月5日投资者关系活动记录表，公司全球首创抗血小板聚集创新药DT678已进入Ⅱ期临床试验，该化合物无需肝脏P450s酶解，更适合亚洲人群；Diapin项目可口服给药，具有促GLP-1分泌及改善代谢等潜力。 2、据2026年4月29日年报及2026年6月5日投资者关系活动记录表，公司硝酸甘油喷雾剂为全国独家剂型品种，通过口腔黏膜吸收起效快，适合心绞痛急性发作急救，已进入医保目录；公司属于国有企业，最终控制人为新乡市财政局。 3、据2026年6月26日公告，公司获得达沙替尼片药品注册证书。	公司表示硝酸甘油喷雾剂作为目前国内独家剂型，在心绞痛、心梗时急救产品的迅速起效十分重要	2026-03-17\|6.12\|-0.81\|6.17\|6.24\|6.11\|137040;2026-03-18\|6.13\|0.16\|6.13\|6.15\|6.04\|120299;2026-03-19\|5.97\|-2.61\|6.10\|6.12\|5.95\|173759;2026-03-20\|5.83\|-2.35\|5.97\|6.04\|5.83\|189468;2026-03-23\|5.50\|-5.66\|5.80\|5.81\|5.47\|240465;2026-03-24\|5.68\|3.27\|5.60\|5.71\|5.52\|180111;2026-03-25\|6.25\|10.04\|6.25\|6.25\|5.86\|563776;2026-03-26\|6.01\|-3.84\|6.22\|6.29\|6.01\|520890;2026-03-27\|6.61\|9.98\|5.98\|6.61\|5.90\|580711;2026-03-30\|7.27\|9.98\|7.00\|7.27\|7.00\|1616881;2026-03-31\|7.59\|4.40\|6.81\|7.80\|6.81\|1729382;2026-04-01\|7.77\|2.37\|7.36\|8.00\|7.05\|1700292;2026-04-02\|8.55\|10.04\|7.76\|8.55\|7.55\|1868699;2026-04-03\|8.98\|5.03\|8.60\|9.40\|8.60\|2182961;2026-04-07\|8.60\|-4.23\|8.64\|9.16\|8.15\|2114046;2026-04-08\|7.88\|-8.37\|8.51\|8.63\|7.75\|1971853;2026-04-09\|7.38\|-6.35\|7.66\|8.12\|7.37\|1603522;2026-04-10\|7.54\|2.17\|7.35\|7.67\|7.18\|1373737;2026-04-13\|7.19\|-4.64\|7.40\|7.44\|7.10\|890679;2026-04-14\|7.34\|2.09\|7.26\|7.34\|7.12\|776623;2026-04-15\|8.07\|9.95\|7.50\|8.07\|7.23\|1421984;2026-04-16\|7.91\|-1.98\|8.20\|8.53\|7.89\|1582081;2026-04-17\|7.60\|-3.92\|7.83\|7.87\|7.54\|1037745;2026-04-20\|7.61\|0.13\|7.57\|7.68\|7.49\|683504;2026-04-21\|7.47\|-1.84\|7.61\|8.10\|7.35\|910976;2026-04-22\|7.36\|-1.47\|7.32\|7.39\|7.18\|672407;2026-04-23\|7.18\|-2.45\|7.28\|7.49\|7.15\|624759;2026-04-24\|6.95\|-3.20\|7.12\|7.15\|6.94\|529532;2026-04-27\|6.87\|-1.15\|6.90\|6.98\|6.83\|366779;2026-04-28\|6.83\|-0.58\|6.85\|7.10\|6.78\|578006;2026-04-29\|6.75\|-1.17\|6.71\|6.92\|6.63\|504744;2026-04-30\|6.49\|-3.85\|6.75\|6.80\|6.45\|510877;2026-05-06\|6.47\|-0.31\|6.49\|6.51\|6.36\|399076;2026-05-07\|6.60\|2.01\|6.52\|6.61\|6.44\|395105;2026-05-08\|6.50\|-1.52\|6.59\|6.63\|6.48\|276017;2026-05-11\|6.63\|2.00\|6.53\|6.80\|6.40\|699354;2026-05-12\|6.94\|4.68\|6.61\|7.06\|6.45\|963710;2026-05-13\|6.53\|-5.91\|6.81\|6.83\|6.49\|806286;2026-05-14\|6.26\|-4.13\|6.46\|6.62\|6.20\|556314;2026-05-15\|6.11\|-2.40\|6.24\|6.28\|6.07\|383719;2026-05-18\|6.25\|2.29\|6.14\|6.29\|6.07\|295425;2026-05-19\|6.28\|0.48\|6.25\|6.35\|6.19\|208763;2026-05-20\|6.23\|-0.80\|6.26\|6.27\|6.12\|226586;2026-05-21\|6.07\|-2.57\|6.20\|6.27\|6.05\|250632;2026-05-22\|6.11\|0.66\|6.12\|6.16\|6.06\|212303;2026-05-25\|6.02\|-1.47\|6.11\|6.14\|5.97\|207301;2026-05-26\|5.94\|-1.33\|6.00\|6.01\|5.85\|211493;2026-05-27\|5.84\|-1.68\|5.94\|5.94\|5.75\|188024;2026-05-28\|5.81\|-0.51\|5.83\|5.90\|5.71\|154442;2026-05-29\|5.88\|1.20\|5.83\|5.94\|5.77\|276438;2026-06-01\|5.93\|0.85\|5.83\|5.95\|5.77\|223078;2026-06-02\|5.73\|-3.37\|5.89\|5.91\|5.71\|236596;2026-06-03\|5.71\|-0.35\|5.71\|5.73\|5.60\|190073;2026-06-04\|5.60\|-1.93\|5.70\|5.73\|5.55\|149233;2026-06-05\|5.60\|0.00\|5.63\|5.74\|5.50\|214657;2026-06-08\|5.46\|-2.50\|5.61\|5.67\|5.40\|204629;2026-06-09\|5.47\|0.18\|5.46\|5.56\|5.35\|179030;2026-06-10\|5.43\|-0.73\|5.49\|5.54\|5.37\|152022;2026-06-11\|5.31\|-2.21\|5.43\|5.46\|5.30\|166232;2026-06-12\|5.37\|1.13\|5.40\|5.53\|5.28\|262274;2026-06-15\|5.31\|-1.12\|5.39\|5.46\|5.30\|219227;2026-06-16\|5.17\|-2.64\|5.29\|5.31\|5.14\|223371;2026-06-17\|5.03\|-2.71\|5.16\|5.16\|5.00\|203444;2026-06-18\|5.08\|0.99\|5.00\|5.17\|4.95\|191684;2026-06-22\|5.04\|-0.79\|5.08\|5.08\|4.81\|228484;2026-06-23\|5.54\|9.92\|4.99\|5.54\|4.97\|273441;2026-06-24\|5.80\|4.69\|5.53\|6.09\|5.40\|920165;2026-06-25\|5.38\|-7.24\|5.55\|5.62\|5.23\|619149;2026-06-26\|5.07\|-5.76\|5.35\|5.54\|5.06\|378511;2026-06-29\|5.58\|10.06\|5.20\|5.58\|4.90\|356772;2026-06-30\|5.93\|6.27\|5.68\|6.04\|5.61\|817859;2026-07-01\|6.28\|5.90\|5.82\|6.50\|5.68\|823142;2026-07-02\|6.70\|6.69\|6.15\|6.77\|6.10\|958130;2026-07-03\|6.39\|-4.63\|6.50\|6.90\|6.19\|779513;2026-07-06\|6.48\|1.41\|6.25\|6.81\|6.11\|785458;2026-07-07\|5.83\|-10.03\|6.21\|6.22\|5.83\|539039;2026-07-08\|6.34\|8.75\|5.89\|6.41\|5.81\|892353;2026-07-09\|5.80\|-8.52\|6.12\|6.30\|5.71\|799116;2026-07-10\|6.38\|10.00\|5.89\|6.38\|5.71\|721232;2026-07-13\|6.72\|5.33\|6.27\|6.88\|6.27\|1162268;2026-07-14\|7.05\|4.91\|6.60\|7.15\|6.34\|1158891;2026-07-15\|6.69\|-5.11\|6.35\|7.33\|6.35\|1379477;2026-07-16\|6.56\|-1.94\|6.63\|6.86\|6.31\|1002398;2026-07-17\|5.90\|-10.06\|6.55\|6.61\|5.90\|883655;2026-07-20\|5.73\|-2.88\|5.71\|5.95\|5.63\|604449;2026-07-21\|5.59\|-2.44\|5.74\|5.78\|5.20\|617341;2026-07-22\|5.55\|-0.54\|5.54\|5.77\|5.49\|438415;2026-07-23\|5.59\|0.72\|5.46\|5.67\|5.41\|343743;2026-07-24\|5.29\|-5.37\|5.52\|5.59\|5.26\|297231
12368	2026年中国创新药出海BD总包已达571亿美元	创新药+一季报预增+阿尔茨海默行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2026年3月7日公告，公司预计2026年一季度净利润1.65亿元，同比增长985.40%，主因创新药转型初见成效。 2、公司石杉碱甲控释片Ⅱ/Ⅲ期临床完成100例入组，系国内规模最大的阿尔茨海默关键注册临床，项目入选国家科技重大专项。 3、据2025年半年度报告，公司已形成“原料药+制剂”一体化产业链，盐酸溴己新系列占据国内化痰药较高份额，并同步推进医疗器械国际化产能。	国内拥有药品剂型较多的制药企业之一；公司预计一季度净利润增长近10倍	2026-03-17\|17.22\|-2.38\|17.89\|18.04\|17.21\|82574;2026-03-18\|17.74\|3.02\|17.32\|17.85\|17.22\|81844;2026-03-19\|18.80\|5.98\|17.60\|19.28\|17.31\|194076;2026-03-20\|18.76\|-0.21\|18.65\|19.48\|18.49\|152836;2026-03-23\|17.99\|-4.10\|18.34\|18.93\|17.76\|140698;2026-03-24\|19.79\|10.01\|18.50\|19.79\|18.31\|275504;2026-03-25\|21.52\|8.74\|20.30\|21.77\|20.30\|392997;2026-03-26\|23.67\|9.99\|21.88\|23.67\|21.52\|502251;2026-03-27\|26.04\|10.01\|23.25\|26.04\|23.04\|280775;2026-03-30\|27.45\|5.41\|26.82\|28.64\|26.28\|658072;2026-03-31\|30.20\|10.02\|28.27\|30.20\|27.01\|704793;2026-04-01\|33.20\|9.93\|29.40\|33.22\|29.29\|819697;2026-04-02\|34.54\|4.04\|32.20\|34.73\|31.02\|792359;2026-04-03\|34.05\|-1.42\|32.89\|35.00\|32.89\|632425;2026-04-07\|36.24\|6.43\|34.62\|36.24\|33.30\|715160;2026-04-08\|34.82\|-3.92\|35.00\|35.81\|33.00\|740305;2026-04-09\|32.26\|-7.35\|35.33\|35.80\|31.47\|749902;2026-04-10\|29.80\|-7.63\|30.19\|30.70\|29.21\|728744;2026-04-13\|28.70\|-3.69\|29.79\|29.79\|28.00\|488858;2026-04-14\|28.69\|-0.03\|28.75\|29.44\|28.54\|401737;2026-04-15\|28.41\|-0.98\|29.50\|29.55\|27.88\|551779;2026-04-16\|29.01\|2.11\|28.22\|29.14\|27.31\|556311;2026-04-17\|29.28\|0.93\|28.60\|29.79\|28.52\|451279;2026-04-20\|28.79\|-1.67\|29.28\|29.58\|27.50\|324498;2026-04-21\|27.88\|-3.16\|28.67\|29.00\|27.73\|303787;2026-04-22\|28.16\|1.00\|27.68\|28.50\|27.57\|209357;2026-04-23\|27.97\|-0.67\|27.88\|28.28\|27.40\|188070;2026-04-24\|28.64\|2.40\|27.97\|29.81\|27.71\|356416;2026-04-27\|29.80\|4.05\|28.30\|30.72\|28.28\|373458;2026-04-28\|29.84\|0.13\|30.18\|31.45\|28.50\|587479;2026-04-29\|28.49\|-4.52\|28.90\|29.85\|27.32\|554078;2026-05-06\|27.07\|-4.98\|27.07\|27.07\|27.07\|1773;2026-05-07\|25.72\|-4.99\|25.72\|25.72\|25.72\|1516;2026-05-08\|24.43\|-5.02\|24.43\|24.43\|24.43\|3111;2026-05-11\|23.21\|-4.99\|23.21\|23.21\|23.21\|1476;2026-05-12\|22.05\|-5.00\|22.05\|22.05\|22.05\|857;2026-05-13\|20.95\|-4.99\|20.95\|20.95\|20.95\|1529;2026-05-14\|19.90\|-5.01\|19.90\|19.90\|19.90\|13762;2026-05-15\|18.91\|-4.97\|18.91\|18.91\|18.91\|124251;2026-05-18\|17.96\|-5.02\|17.96\|18.06\|17.96\|172305;2026-05-19\|17.06\|-5.01\|17.06\|17.50\|17.06\|137833;2026-05-20\|16.21\|-4.98\|16.21\|16.21\|16.21\|68870;2026-05-21\|15.40\|-5.00\|15.40\|16.18\|15.40\|547075;2026-05-22\|14.63\|-5.00\|14.71\|15.15\|14.63\|137599;2026-05-25\|13.95\|-4.65\|14.02\|14.50\|13.90\|317729;2026-05-26\|14.65\|5.02\|14.22\|14.65\|14.12\|207753;2026-05-27\|15.38\|4.98\|14.66\|15.38\|14.02\|241462;2026-05-28\|15.32\|-0.39\|14.81\|16.15\|14.81\|261996;2026-05-29\|15.41\|0.59\|15.15\|15.84\|14.65\|193695;2026-06-01\|15.97\|3.63\|15.38\|16.15\|15.25\|139044;2026-06-02\|15.46\|-3.19\|16.08\|16.19\|15.34\|121173;2026-06-03\|14.69\|-4.98\|15.06\|15.43\|14.69\|63707;2026-06-04\|13.96\|-4.97\|13.96\|14.31\|13.96\|135812;2026-06-05\|13.27\|-4.94\|13.46\|13.79\|13.26\|231310;2026-06-08\|13.92\|4.90\|13.38\|13.93\|13.30\|198852;2026-06-09\|13.25\|-4.81\|13.56\|13.73\|13.22\|149126;2026-06-10\|12.59\|-4.98\|12.91\|12.94\|12.59\|70363;2026-06-11\|11.96\|-5.00\|12.01\|12.18\|11.96\|70477;2026-06-12\|11.82\|-1.17\|11.79\|12.38\|11.55\|147855;2026-06-15\|12.41\|4.99\|12.31\|12.41\|12.31\|19169;2026-06-16\|13.03\|5.00\|12.50\|13.03\|12.41\|107078;2026-06-17\|13.68\|4.99\|13.48\|13.68\|13.42\|24373;2026-06-18\|13.65\|-0.22\|13.77\|14.15\|13.11\|167411;2026-06-22\|12.97\|-4.98\|13.52\|13.65\|12.97\|31376;2026-06-23\|12.32\|-5.01\|12.77\|12.94\|12.32\|114989;2026-06-24\|12.33\|0.08\|12.32\|12.94\|12.21\|113500;2026-06-25\|11.71\|-5.03\|12.06\|12.07\|11.71\|140727;2026-06-26\|11.13\|-4.95\|11.60\|11.83\|11.12\|128253;2026-06-29\|10.75\|-3.41\|11.20\|11.48\|10.57\|127691;2026-06-30\|10.52\|-2.14\|10.97\|11.18\|10.27\|127514;2026-07-01\|11.00\|4.56\|10.49\|11.05\|10.36\|153759;2026-07-02\|11.04\|0.36\|10.86\|11.55\|10.84\|137059;2026-07-03\|11.59\|4.98\|11.04\|11.59\|11.04\|145794;2026-07-06\|11.90\|2.67\|11.63\|12.75\|11.46\|237248;2026-07-07\|12.17\|2.27\|11.74\|12.35\|11.42\|151236;2026-07-08\|12.87\|5.75\|11.93\|13.33\|11.74\|195296;2026-07-09\|12.26\|-4.74\|12.66\|13.12\|12.11\|178569;2026-07-10\|12.29\|0.24\|11.90\|12.54\|11.75\|138245;2026-07-13\|11.88\|-3.34\|12.12\|12.40\|11.79\|89422;2026-07-14\|11.58\|-2.53\|11.95\|12.22\|11.10\|117722;2026-07-15\|11.78\|1.73\|11.58\|12.50\|11.37\|163180;2026-07-16\|11.30\|-4.07\|11.45\|11.89\|11.19\|112457;2026-07-17\|10.82\|-4.25\|11.90\|12.20\|10.80\|145193;2026-07-20\|11.20\|3.51\|11.29\|11.75\|10.82\|177063;2026-07-21\|10.33\|-7.77\|10.93\|10.95\|10.08\|190536;2026-07-22\|9.55\|-7.55\|10.08\|10.59\|9.43\|151898;2026-07-23\|8.94\|-6.39\|9.41\|9.51\|8.65\|240078;2026-07-24\|9.05\|1.23\|8.97\|9.48\|8.88\|194519
12367	2026年中国创新药出海BD总包已达571亿美元	减肥药+特色原料药+集采中选+业绩预增公司原因： 1、据2026年2月13日公告，全资子公司宁波美诺华天康药业有限公司参加了国家组织集采药品协议期满品种接续采购办公室组织的国家组织集采药品协议期满品种接续采购的投标工作，培哚普利叔丁胺片、硫酸氢氯吡格雷片、恩格列净片等十个品种拟中选本次接续采购。美诺华天康上述拟中选的10个品种2025年前三季度合计销售额为7175万元，占公司2025年前三季度营业收入比例为6.4%，拟中选品种数量占制剂板块品种总数的40%。 2、据2025年10月29日机构调研，JH389减重项目已启动欧美动物模型头对头研究及国内临床，海外工艺转移完成并小批量生产，商业化有序推进。公司开拓电子化工品领域CDMO业务，协助客户研发突破高纯度化学原料，聚焦高壁垒国产替代的化学制品的深入开发。 3、据2025年4月18日年报，公司是国内出口欧洲特色原料药品种最多的企业之一，拥有“医药中间体、原料药、制剂”全产业链，2025年上半年美诺华天康营收同比增109.05%。 4、据2025年1月27日公告，预计2025年归母净利润1.00–1.23亿元，同比增长49.69%–84.11%，主因营业收入增加。	诺和诺德司美格鲁肽在中国的核心化合物专利到期；公司储备了减肥多肽类中间体，正在进行GLP-1的研发和技术的储备	2026-03-17\|26.36\|4.89\|25.10\|26.75\|24.55\|336168;2026-03-18\|26.36\|0.00\|26.13\|26.90\|25.41\|278023;2026-03-19\|25.31\|-3.98\|25.80\|25.97\|24.00\|202660;2026-03-20\|27.84\|10.00\|26.88\|27.84\|26.01\|307429;2026-03-23\|26.76\|-3.88\|27.92\|29.45\|26.46\|463847;2026-03-24\|29.44\|10.01\|27.70\|29.44\|27.34\|189040;2026-03-25\|32.38\|9.99\|31.56\|32.38\|31.10\|291691;2026-03-26\|35.62\|10.01\|33.67\|35.62\|33.67\|287843;2026-03-27\|39.18\|9.99\|37.94\|39.18\|37.17\|212182;2026-03-30\|43.10\|10.01\|43.10\|43.10\|42.40\|89063;2026-03-31\|40.90\|-5.10\|43.97\|43.99\|39.02\|858450;2026-04-01\|39.79\|-2.71\|40.90\|41.72\|36.81\|875325;2026-04-02\|42.32\|6.36\|38.51\|43.77\|37.72\|947049;2026-04-03\|40.00\|-5.48\|40.20\|44.43\|40.00\|896797;2026-04-07\|39.31\|-1.73\|40.80\|42.77\|38.13\|656666;2026-04-08\|43.24\|10.00\|43.24\|43.24\|43.24\|168674;2026-04-09\|45.50\|5.23\|46.50\|47.56\|39.97\|992019;2026-04-10\|49.59\|8.99\|47.46\|50.05\|44.51\|905061;2026-04-13\|48.07\|-3.07\|49.50\|50.20\|46.77\|694795;2026-04-14\|50.96\|6.01\|48.07\|51.79\|46.80\|642920;2026-04-15\|55.50\|8.91\|50.91\|56.06\|50.18\|699440;2026-04-16\|56.00\|0.90\|55.50\|57.29\|54.21\|657203;2026-04-17\|52.50\|-6.25\|56.00\|56.19\|52.30\|589756;2026-04-20\|51.41\|-2.08\|53.34\|53.51\|50.75\|488199;2026-04-21\|52.53\|2.18\|51.28\|54.23\|50.50\|553560;2026-04-22\|50.50\|-3.86\|51.50\|54.00\|48.69\|573053;2026-04-23\|55.55\|10.00\|50.91\|55.55\|49.88\|624543;2026-04-24\|57.58\|3.65\|55.00\|59.40\|54.10\|593760;2026-04-27\|56.40\|-2.05\|56.50\|59.38\|54.80\|541288;2026-04-28\|60.12\|6.60\|56.00\|61.50\|55.41\|572294;2026-04-29\|65.30\|8.62\|61.26\|65.30\|59.85\|621092;2026-04-30\|62.46\|-4.35\|62.99\|63.45\|59.14\|594098;2026-05-06\|68.50\|9.67\|64.65\|68.71\|62.66\|561796;2026-05-07\|61.65\|-10.00\|69.00\|70.39\|61.65\|755961;2026-05-08\|63.70\|3.33\|61.00\|64.35\|57.00\|629242;2026-05-11\|57.33\|-10.00\|62.00\|63.50\|57.33\|623011;2026-05-12\|54.01\|-5.79\|56.02\|56.50\|52.11\|605760;2026-05-13\|56.00\|3.68\|54.15\|57.15\|53.57\|468010;2026-05-14\|52.63\|-6.02\|55.03\|57.00\|52.63\|437610;2026-05-15\|50.80\|-3.48\|51.00\|53.01\|49.52\|366289;2026-05-18\|50.13\|-1.32\|51.01\|52.31\|49.80\|294399;2026-05-19\|50.78\|1.30\|50.19\|52.23\|49.31\|327302;2026-05-20\|53.02\|4.41\|50.53\|53.54\|50.03\|368640;2026-05-21\|53.15\|0.25\|52.29\|54.81\|52.20\|436330;2026-05-22\|50.44\|-5.10\|52.44\|53.49\|49.50\|374205;2026-05-25\|46.00\|-8.80\|49.18\|49.18\|45.40\|471977;2026-05-26\|42.24\|-8.17\|45.00\|45.40\|42.00\|436726;2026-05-27\|46.46\|9.99\|43.43\|46.46\|43.43\|316929;2026-05-28\|45.50\|-2.07\|47.00\|47.60\|44.71\|319239;2026-05-29\|45.08\|-0.92\|45.93\|47.80\|44.50\|285534;2026-06-01\|46.59\|3.35\|43.52\|47.47\|43.52\|294374;2026-06-02\|44.05\|-5.45\|46.42\|47.90\|44.03\|292504;2026-06-03\|43.27\|-1.77\|42.68\|44.66\|41.95\|276362;2026-06-04\|42.22\|-2.43\|43.01\|44.20\|41.97\|197488;2026-06-05\|39.66\|-6.06\|44.02\|44.60\|39.44\|282001;2026-06-08\|38.84\|-2.07\|39.01\|40.79\|37.85\|243164;2026-06-09\|39.60\|1.96\|39.07\|39.70\|38.02\|189097;2026-06-10\|38.50\|-2.78\|38.71\|39.58\|38.19\|163498;2026-06-11\|36.99\|-3.92\|38.50\|38.80\|36.87\|215109;2026-06-12\|38.40\|3.81\|37.73\|39.06\|37.04\|194340;2026-06-15\|39.02\|1.61\|38.00\|39.04\|37.66\|163022;2026-06-16\|38.02\|-2.56\|39.00\|39.20\|37.39\|149034;2026-06-17\|37.80\|-0.58\|37.79\|38.28\|37.43\|133051;2026-06-18\|37.92\|0.32\|37.56\|38.53\|37.01\|172595;2026-06-22\|37.28\|-1.69\|37.03\|37.50\|35.92\|200777;2026-06-23\|37.63\|0.94\|37.28\|39.47\|37.28\|258813;2026-06-24\|35.50\|-5.66\|36.56\|37.44\|35.50\|238898;2026-06-25\|34.22\|-3.61\|35.52\|35.78\|34.00\|215204;2026-06-26\|32.08\|-6.25\|34.00\|34.32\|32.05\|172305;2026-06-29\|34.26\|6.80\|33.00\|35.20\|31.64\|310023;2026-06-30\|32.55\|-4.99\|33.58\|33.85\|32.41\|209753;2026-07-01\|35.81\|10.02\|32.60\|35.81\|32.45\|144587;2026-07-02\|39.39\|10.00\|38.25\|39.39\|37.88\|99274;2026-07-03\|38.81\|-1.47\|42.69\|42.70\|37.21\|739766;2026-07-06\|41.58\|7.14\|37.61\|42.69\|37.61\|719400;2026-07-07\|43.70\|5.10\|42.70\|45.74\|42.70\|799850;2026-07-08\|39.33\|-10.00\|43.53\|43.69\|39.33\|537776;2026-07-09\|28.07\|0.32\|26.21\|29.79\|25.23\|788617;2026-07-10\|30.88\|10.01\|27.80\|30.88\|27.31\|715335;2026-07-13\|33.00\|6.87\|31.00\|33.00\|29.86\|1015253;2026-07-14\|35.45\|7.42\|31.20\|35.90\|29.80\|1060552;2026-07-15\|39.00\|10.01\|34.05\|39.00\|34.05\|1025246;2026-07-16\|38.35\|-1.67\|37.80\|42.79\|37.50\|1180776;2026-07-17\|34.52\|-9.99\|37.00\|37.88\|34.52\|456941;2026-07-20\|31.07\|-9.99\|31.07\|34.20\|31.07\|711330;2026-07-21\|27.96\|-10.01\|28.08\|29.37\|27.96\|711032;2026-07-22\|29.23\|4.54\|27.40\|30.50\|27.20\|829937;2026-07-23\|28.86\|-1.27\|28.52\|30.25\|27.82\|750605;2026-07-24\|26.17\|-9.32\|28.12\|28.68\|26.16\|733475
10199	其它归类	控制权变更+苹果授权+抖音电商 1、据2026年4月29日公告，控股股东达安世纪、悦华众城已与南京德乐科技签署补充协议，德乐科技拟受让20.33%股份，完成后控股股东将变更为德乐科技，实际控制人变更为陈铸。 2、据2026年4月25日年报，公司为苹果授权售后服务商已逾16年，全国运营57家苹果授权门店，并与苹果公司续签服务协议至2029年。 3、据2026年4月25日年报，旗下闪电蜂品牌已入驻抖音本地生活及“二手机小时达”，线上联盟店超3,300家，覆盖全国329个地级城市。	公司为苹果公司在中国最大的授权售后服务商，与华为公司签署了授权售后服务协议	2026-03-17\|20.93\|-5.68\|22.40\|22.53\|20.88\|62972;2026-03-18\|20.74\|-0.91\|21.11\|21.20\|20.48\|48714;2026-03-19\|20.28\|-2.22\|20.60\|21.05\|19.92\|42906;2026-03-20\|19.82\|-2.27\|20.55\|21.12\|19.75\|44855;2026-03-23\|19.76\|-0.30\|19.48\|20.93\|19.11\|87952;2026-03-24\|19.78\|0.10\|20.00\|20.19\|18.92\|75432;2026-03-25\|20.00\|1.11\|19.83\|20.30\|19.81\|44423;2026-03-26\|22.61\|13.05\|19.99\|23.41\|19.89\|171726;2026-03-27\|23.38\|3.41\|22.45\|23.38\|22.24\|119394;2026-04-01\|20.54\|-12.15\|22.23\|22.58\|19.80\|267170;2026-04-02\|21.80\|6.13\|20.00\|23.44\|19.88\|281746;2026-04-03\|20.83\|-4.45\|21.65\|22.19\|20.03\|209465;2026-04-07\|19.68\|-5.52\|20.42\|20.81\|19.51\|151631;2026-04-08\|20.38\|3.56\|19.95\|20.84\|19.83\|158996;2026-04-09\|20.25\|-0.64\|20.01\|20.37\|19.70\|98522;2026-04-10\|19.69\|-2.77\|20.23\|20.23\|19.54\|93361;2026-04-13\|19.10\|-3.00\|19.43\|19.60\|18.44\|87044;2026-04-14\|19.01\|-0.47\|19.10\|19.30\|18.66\|75891;2026-04-15\|19.82\|4.26\|19.08\|20.75\|19.08\|129657;2026-04-16\|23.78\|19.98\|19.70\|23.78\|19.24\|233869;2026-04-17\|24.61\|3.49\|24.74\|25.66\|23.66\|315679;2026-04-20\|27.35\|11.13\|24.65\|27.47\|24.62\|231893;2026-04-21\|27.38\|0.11\|26.86\|28.86\|26.08\|192909;2026-04-22\|27.27\|-0.40\|27.81\|28.15\|26.66\|133113;2026-04-23\|28.07\|2.93\|27.51\|28.80\|26.58\|162717;2026-04-24\|27.72\|-1.25\|28.40\|28.90\|26.30\|142620;2026-04-27\|26.43\|-4.65\|27.65\|27.75\|26.29\|120588;2026-04-28\|26.23\|-0.76\|26.58\|27.50\|26.10\|95091;2026-04-29\|27.87\|6.25\|26.27\|28.55\|26.24\|125400;2026-04-30\|27.60\|-0.97\|27.78\|28.25\|26.63\|76382;2026-05-06\|27.98\|1.38\|28.23\|28.63\|27.55\|86223;2026-05-07\|28.85\|3.11\|27.88\|29.26\|27.36\|95794;2026-05-08\|33.47\|16.01\|29.88\|34.62\|29.38\|265114;2026-05-11\|40.16\|19.99\|36.06\|40.16\|36.06\|187955;2026-05-12\|45.27\|12.72\|48.08\|48.19\|44.80\|408318;2026-05-13\|45.99\|1.59\|44.01\|46.15\|42.06\|300924;2026-05-14\|41.80\|-9.11\|48.01\|48.48\|41.80\|260119;2026-05-15\|37.41\|-10.50\|42.00\|42.95\|37.12\|220857;2026-05-18\|36.99\|-1.12\|37.00\|37.78\|36.00\|124746;2026-05-19\|40.41\|9.25\|36.64\|40.88\|36.64\|173494;2026-05-20\|39.22\|-2.94\|39.43\|39.56\|38.50\|98984;2026-05-21\|37.79\|-3.65\|39.77\|40.40\|37.52\|74180;2026-05-22\|38.56\|2.04\|38.34\|38.85\|37.72\|54852;2026-05-25\|38.28\|-0.73\|38.98\|39.02\|37.00\|78635;2026-05-26\|37.18\|-2.87\|38.44\|38.63\|36.56\|73098;2026-05-27\|35.37\|-4.87\|37.55\|37.58\|35.18\|66755;2026-05-28\|35.63\|0.74\|35.28\|35.93\|33.77\|75731;2026-05-29\|34.09\|-4.32\|35.93\|36.11\|33.66\|56566;2026-06-01\|33.28\|-2.38\|34.06\|34.50\|33.19\|47198;2026-06-02\|31.92\|-4.09\|33.23\|33.59\|30.97\|84038;2026-06-03\|30.68\|-3.88\|31.89\|32.01\|30.25\|79890;2026-06-04\|30.10\|-1.89\|30.75\|30.95\|29.65\|80094;2026-06-05\|30.32\|0.73\|29.90\|31.00\|29.55\|49795;2026-06-08\|28.68\|-5.41\|29.00\|30.49\|28.44\|61647;2026-06-09\|29.00\|1.12\|29.41\|29.95\|28.28\|77861;2026-06-10\|28.15\|-2.93\|27.74\|28.59\|27.72\|56523;2026-06-11\|27.54\|-2.17\|28.02\|28.14\|27.12\|41488;2026-06-12\|28.56\|3.70\|27.76\|28.80\|27.40\|62455;2026-06-15\|31.84\|11.48\|28.87\|31.98\|28.58\|122043;2026-06-16\|33.00\|3.64\|32.50\|33.80\|31.64\|98951;2026-06-17\|34.58\|4.79\|32.68\|34.93\|32.56\|77825;2026-06-18\|35.58\|2.89\|34.88\|36.08\|34.03\|79232;2026-06-22\|36.94\|3.82\|36.19\|38.66\|35.60\|94182;2026-06-23\|36.41\|-1.43\|36.68\|37.93\|35.60\|63251;2026-06-24\|34.55\|-5.11\|36.58\|36.58\|34.17\|71192;2026-06-25\|35.15\|1.74\|34.68\|36.32\|34.65\|73548;2026-06-26\|33.09\|-5.86\|34.88\|35.10\|32.94\|51477;2026-06-29\|29.97\|-9.43\|33.50\|33.50\|29.00\|82215;2026-06-30\|31.00\|3.44\|29.73\|32.25\|29.73\|66974;2026-07-01\|30.18\|-2.65\|31.00\|31.26\|30.08\|43032;2026-07-02\|29.38\|-2.65\|30.00\|30.95\|29.25\|44438;2026-07-03\|29.45\|0.24\|29.34\|30.99\|29.05\|46859;2026-07-06\|29.16\|-0.98\|29.42\|31.17\|28.64\|54096;2026-07-07\|28.31\|-2.92\|29.20\|29.20\|27.83\|44718;2026-07-08\|28.55\|0.85\|28.88\|29.83\|27.52\|51827;2026-07-09\|31.28\|9.56\|28.85\|31.77\|28.50\|80797;2026-07-10\|30.27\|-3.23\|32.00\|32.00\|30.20\|64091;2026-07-13\|28.09\|-7.20\|30.25\|30.58\|27.59\|54488;2026-07-14\|29.07\|3.49\|28.42\|29.27\|27.27\|44667;2026-07-15\|28.03\|-3.58\|29.07\|29.27\|27.70\|33334;2026-07-16\|27.51\|-1.86\|28.03\|29.39\|26.90\|46356;2026-07-17\|25.10\|-8.76\|27.27\|27.51\|25.03\|65888;2026-07-20\|23.16\|-7.73\|25.68\|26.15\|22.74\|69882;2026-07-21\|25.87\|11.70\|23.63\|26.00\|21.09\|91277;2026-07-22\|26.55\|2.63\|25.90\|27.85\|25.54\|73195;2026-07-23\|27.19\|2.41\|26.89\|27.50\|26.18\|51180;2026-07-24\|27.18\|-0.04\|26.80\|27.99\|26.20\|45814

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