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
9914	“算电协同”首次写入政府工作报告	综合性能源电力+东数西算+甘肃国资行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年4月11日公告，公司拟投资建设甘肃庆阳东数西算产业园区绿电聚合试点项目二期工程100万千瓦新能源项目，动态总投资43.77亿元，该项目是落实国家“东数西算”战略、推动庆阳数据中心集群绿电供应的重要举措。 2、据2026年3月28日年报，公司为集火电、水电、风电、光伏为一体的综合性能源电力上市公司，形成了“风光水火储”多能互补的电源结构，截至2025年末已发电控股装机容量为953.97万千瓦。 3、据2025年年度报告，公司控股股东为甘肃省电力投资集团有限责任公司，最终控制人为甘肃省人民政府国有资产监督管理委员会。	甘肃庆阳东数西算产业园区绿电聚合试点项目一期100万千瓦新能源项目首批13.4兆瓦风电机组已于1月30日并网发电，剩余机组将陆续投运	2026-03-17\|7.98\|-1.12\|8.07\|8.20\|7.96\|464498;2026-03-18\|8.10\|1.50\|8.05\|8.25\|8.03\|408957;2026-03-19\|8.21\|1.36\|8.05\|8.28\|7.98\|515400;2026-03-20\|8.50\|3.53\|8.25\|9.03\|8.19\|1437714;2026-03-23\|8.12\|-4.47\|8.35\|8.58\|8.03\|1184720;2026-03-24\|8.41\|3.57\|8.08\|8.42\|8.00\|919916;2026-03-25\|9.25\|9.99\|8.47\|9.25\|8.39\|1622496;2026-03-26\|8.96\|-3.14\|9.25\|9.33\|8.73\|1782372;2026-03-27\|8.61\|-3.91\|8.83\|8.95\|8.48\|1076475;2026-03-30\|7.96\|-7.55\|8.51\|8.69\|7.76\|1075885;2026-03-31\|7.66\|-3.77\|7.82\|7.96\|7.60\|764116;2026-04-01\|7.47\|-2.48\|7.78\|7.84\|7.40\|750743;2026-04-02\|7.27\|-2.68\|7.47\|7.54\|7.20\|563962;2026-04-03\|7.18\|-1.24\|7.29\|7.50\|7.16\|537607;2026-04-07\|7.16\|-0.28\|7.26\|7.29\|7.11\|338219;2026-04-08\|7.36\|2.79\|7.25\|7.38\|7.21\|497855;2026-04-09\|7.21\|-2.04\|7.29\|7.29\|7.17\|351609;2026-04-10\|7.27\|0.83\|7.23\|7.34\|7.21\|295692;2026-04-13\|8.00\|10.04\|7.97\|8.00\|7.97\|397381;2026-04-14\|8.15\|1.88\|8.06\|8.34\|7.84\|1511078;2026-04-15\|8.02\|-1.60\|8.06\|8.13\|7.82\|874984;2026-04-16\|8.13\|1.37\|8.00\|8.29\|7.88\|687887;2026-04-17\|8.27\|1.72\|8.08\|8.35\|8.04\|698716;2026-04-20\|8.22\|-0.60\|8.31\|8.43\|8.16\|689970;2026-04-21\|8.37\|1.82\|8.29\|8.78\|8.00\|891902;2026-04-22\|8.24\|-1.55\|8.20\|8.39\|8.14\|544233;2026-04-23\|8.53\|3.52\|8.25\|8.64\|8.09\|912744;2026-04-24\|8.23\|-3.52\|8.29\|8.52\|8.23\|565253;2026-04-27\|8.27\|0.49\|8.20\|8.47\|8.16\|554999;2026-04-28\|8.23\|-0.48\|8.20\|8.36\|8.10\|520460;2026-04-29\|8.36\|1.58\|8.20\|8.48\|8.15\|564902;2026-04-30\|8.06\|-3.59\|8.32\|8.34\|8.02\|618377;2026-05-06\|8.48\|5.21\|8.28\|8.60\|8.28\|790909;2026-05-07\|8.70\|2.59\|8.50\|8.90\|8.46\|708862;2026-05-08\|9.20\|5.75\|8.65\|9.57\|8.63\|1486498;2026-05-11\|10.12\|10.00\|9.44\|10.12\|9.35\|1592723;2026-05-12\|9.76\|-3.56\|10.14\|10.40\|9.61\|2041216;2026-05-13\|10.18\|4.30\|9.76\|10.52\|9.75\|1630284;2026-05-14\|9.61\|-5.60\|10.08\|10.61\|9.60\|1407062;2026-05-15\|9.29\|-3.33\|9.60\|9.70\|9.11\|980963;2026-05-18\|9.44\|1.61\|9.36\|9.71\|9.36\|758827;2026-05-19\|9.71\|2.86\|9.39\|9.78\|9.12\|808161;2026-05-20\|8.96\|-7.72\|9.55\|9.58\|8.92\|874520;2026-05-21\|8.98\|0.22\|8.93\|9.30\|8.91\|645870;2026-05-22\|8.78\|0.34\|8.77\|8.93\|8.56\|522175;2026-05-25\|9.01\|2.62\|8.76\|9.07\|8.76\|547840;2026-05-26\|8.81\|-2.22\|8.89\|8.93\|8.55\|590191;2026-05-27\|8.80\|-0.11\|8.76\|9.03\|8.65\|647269;2026-05-28\|9.68\|10.00\|9.00\|9.68\|9.00\|1551697;2026-05-29\|9.84\|1.65\|9.67\|10.16\|9.45\|1708518;2026-06-01\|9.63\|-2.13\|9.88\|9.94\|9.18\|1090320;2026-06-02\|10.08\|4.67\|9.55\|10.10\|9.26\|1170916;2026-06-03\|10.45\|3.67\|9.74\|10.91\|9.70\|1443790;2026-06-04\|9.78\|-6.41\|10.17\|10.36\|9.77\|1011005;2026-06-05\|9.20\|-5.93\|9.79\|10.07\|9.17\|789622;2026-06-08\|8.71\|-5.33\|8.83\|9.26\|8.70\|612556;2026-06-09\|8.90\|2.18\|8.80\|8.94\|8.40\|556505;2026-06-10\|8.25\|-7.30\|8.78\|8.78\|8.18\|568869;2026-06-11\|8.24\|-0.12\|8.21\|8.41\|8.19\|316636;2026-06-12\|8.32\|0.97\|8.30\|8.48\|8.25\|382796;2026-06-15\|8.44\|1.44\|8.33\|8.47\|8.28\|362720;2026-06-16\|9.28\|9.95\|8.83\|9.28\|8.76\|464177;2026-06-17\|9.22\|-0.65\|9.39\|9.78\|9.12\|1057753;2026-06-18\|8.59\|-6.83\|9.00\|9.15\|8.55\|897456;2026-06-22\|8.43\|-1.86\|8.47\|8.55\|8.25\|564090;2026-06-23\|8.15\|-3.32\|8.38\|8.49\|8.12\|493334;2026-06-24\|7.92\|-2.82\|8.16\|8.24\|7.88\|528102;2026-06-25\|7.75\|-2.15\|7.93\|7.95\|7.67\|457368;2026-06-26\|7.49\|-3.35\|7.75\|7.98\|7.48\|506430;2026-06-29\|7.81\|4.27\|7.48\|7.83\|7.37\|476503;2026-06-30\|7.60\|-2.69\|7.72\|7.74\|7.54\|312375;2026-07-01\|8.00\|5.26\|7.63\|8.20\|7.62\|505148;2026-07-02\|7.82\|-2.25\|7.89\|8.13\|7.78\|390008;2026-07-03\|7.75\|-0.90\|7.84\|7.95\|7.72\|257107;2026-07-06\|7.99\|3.10\|7.76\|8.06\|7.56\|484076;2026-07-07\|7.62\|-4.63\|7.90\|7.91\|7.61\|280962;2026-07-08\|7.48\|-1.84\|7.53\|7.65\|7.45\|180613;2026-07-09\|7.40\|-1.07\|7.45\|7.55\|7.19\|286422;2026-07-10\|7.28\|-1.62\|7.29\|7.47\|7.22\|304270;2026-07-13\|7.10\|-2.47\|7.29\|7.32\|7.06\|262293;2026-07-14\|7.16\|0.85\|7.05\|7.18\|7.04\|200766;2026-07-15\|7.35\|2.65\|7.16\|7.39\|7.11\|253923;2026-07-16\|7.23\|-1.63\|7.29\|7.42\|7.18\|199304;2026-07-17\|7.41\|2.49\|7.22\|7.58\|7.19\|435329;2026-07-20\|7.91\|6.75\|7.36\|7.96\|7.33\|576770;2026-07-21\|7.84\|-0.89\|7.84\|7.95\|7.60\|493062;2026-07-22\|7.93\|1.15\|7.71\|7.95\|7.68\|465566;2026-07-23\|8.00\|0.88\|7.80\|8.12\|7.74\|461241;2026-07-24\|7.48\|-6.50\|7.93\|7.98\|7.48\|421990
9913	“算电协同”首次写入政府工作报告	新能源配电+光伏设备+中低压断路器行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2025年4月25日年度报告，公司主营中低压断路器、环网柜及其关键部附件，具备从机加工到整机设备的垂直一体化全产业链，产品批量供应西门子、正泰电器等国内外知名电气厂商。 2、据2025年4月25日年度报告，公司持续向光伏、风电、储能等新能源配电场景拓展，推出C-GIS断路器和智能成套电气柜，实施面向新能源发电市场的战略方针。 3、据2025年8月29日半年度报告，公司RC1系列低压配电柜及630A空气型交流接触器已广泛应用于光伏、储能等新能源项目，获得客户高度认可。	1、公司主营断路器关键部件、附件、零部件等输配电开关设备配套产品； 2、江苏精研科技储能项目此前投入运行，项目中储能及主要设备均为公司自研，自产	2026-03-17\|27.51\|-5.66\|29.04\|29.16\|27.45\|85092;2026-03-18\|27.97\|1.67\|27.50\|28.76\|27.50\|62726;2026-03-19\|27.64\|-1.18\|27.68\|28.08\|27.21\|48473;2026-03-20\|27.15\|-1.77\|27.99\|28.33\|27.05\|55350;2026-03-23\|24.44\|-9.98\|27.00\|27.05\|24.44\|71805;2026-03-24\|25.90\|5.97\|25.00\|25.97\|24.31\|60688;2026-03-25\|28.49\|10.00\|26.42\|28.49\|26.04\|83610;2026-03-26\|28.25\|-0.84\|29.03\|29.65\|28.24\|104801;2026-03-27\|29.20\|3.36\|28.52\|30.30\|27.96\|105125;2026-03-30\|29.21\|0.03\|28.71\|29.57\|27.98\|74568;2026-03-31\|29.51\|1.03\|29.55\|29.86\|28.97\|81667;2026-04-01\|28.96\|-1.86\|29.60\|29.69\|28.30\|75859;2026-04-02\|28.55\|-1.42\|29.09\|29.32\|28.24\|48687;2026-04-03\|28.45\|-0.35\|28.50\|28.50\|27.57\|43635;2026-04-07\|27.41\|-3.66\|27.96\|28.07\|26.77\|49337;2026-04-08\|28.28\|3.17\|27.97\|28.41\|27.73\|43034;2026-04-09\|28.92\|2.26\|28.00\|29.29\|27.53\|61431;2026-04-10\|29.51\|2.04\|29.30\|29.78\|28.31\|77530;2026-04-13\|28.08\|-4.85\|28.80\|28.80\|27.60\|62145;2026-04-14\|27.63\|-1.60\|28.32\|28.38\|27.14\|53291;2026-04-15\|27.71\|0.29\|27.64\|28.09\|27.30\|42596;2026-04-16\|27.53\|-0.65\|27.73\|27.80\|27.00\|50975;2026-04-17\|29.22\|6.14\|27.53\|29.50\|26.88\|103323;2026-04-20\|29.62\|1.37\|28.45\|31.00\|27.89\|158804;2026-04-21\|27.90\|-5.81\|29.08\|29.09\|27.10\|117469;2026-04-22\|28.37\|1.68\|27.90\|29.13\|27.48\|90249;2026-04-23\|27.81\|-1.97\|28.37\|28.56\|27.55\|53819;2026-04-24\|29.75\|6.98\|27.65\|30.00\|27.50\|118657;2026-04-27\|29.30\|-1.51\|29.75\|30.16\|28.85\|76626;2026-04-28\|27.40\|-6.48\|29.89\|29.89\|27.33\|106252;2026-04-29\|27.87\|1.72\|27.04\|28.41\|27.04\|50807;2026-04-30\|28.65\|2.80\|27.20\|29.77\|27.20\|96635;2026-05-06\|28.82\|0.59\|28.41\|29.11\|27.81\|84530;2026-05-07\|29.02\|0.69\|28.94\|29.28\|28.53\|75182;2026-05-08\|29.43\|1.41\|29.00\|29.65\|28.64\|65924;2026-05-11\|29.28\|-0.51\|29.30\|30.19\|28.75\|75730;2026-05-12\|28.89\|-1.33\|29.51\|29.51\|28.64\|51816;2026-05-13\|27.57\|-4.57\|28.89\|29.13\|27.45\|95285;2026-05-14\|27.06\|-1.85\|27.56\|27.57\|26.66\|60987;2026-05-15\|26.69\|-1.37\|27.05\|27.34\|26.38\|55455;2026-05-18\|26.28\|-1.54\|26.42\|26.58\|25.60\|39136;2026-05-19\|26.21\|-0.27\|26.50\|26.66\|25.81\|31138;2026-05-20\|26.90\|2.63\|26.22\|26.95\|25.27\|55292;2026-05-21\|24.57\|-8.66\|26.80\|26.81\|24.34\|64124;2026-05-22\|25.39\|3.34\|24.77\|26.25\|24.72\|44592;2026-05-25\|24.67\|-2.84\|25.55\|25.91\|24.45\|41067;2026-05-26\|25.65\|3.97\|24.70\|26.60\|24.70\|62093;2026-05-27\|24.67\|-3.82\|25.40\|25.91\|24.51\|46299;2026-05-28\|23.82\|-3.45\|24.85\|25.38\|23.41\|41849;2026-05-29\|23.75\|-0.29\|23.82\|24.76\|23.45\|44648;2026-06-01\|23.86\|0.46\|23.99\|24.86\|23.74\|39593;2026-06-02\|22.88\|-4.11\|23.79\|24.00\|22.22\|41878;2026-06-03\|22.38\|-2.19\|22.88\|23.10\|22.02\|47592;2026-06-04\|20.41\|-8.80\|22.00\|22.46\|20.14\|96694;2026-06-05\|20.53\|0.59\|20.42\|21.05\|19.56\|72878;2026-06-08\|19.43\|-5.36\|19.98\|21.09\|18.97\|46642;2026-06-09\|19.74\|1.60\|19.66\|19.84\|18.67\|67530;2026-06-10\|19.41\|-1.67\|20.35\|20.40\|18.96\|39779;2026-06-11\|19.18\|-1.19\|19.25\|19.48\|18.78\|33634;2026-06-12\|19.50\|1.67\|19.18\|20.22\|19.00\|51386;2026-06-15\|19.41\|-0.46\|19.72\|20.07\|19.31\|33151;2026-06-16\|19.47\|0.31\|19.58\|19.78\|19.04\|32216;2026-06-17\|19.30\|-0.87\|19.41\|19.55\|19.00\|36786;2026-06-18\|18.32\|-5.08\|19.30\|19.31\|18.23\|61402;2026-06-22\|18.55\|1.26\|18.14\|18.70\|17.88\|55072;2026-06-23\|18.60\|0.27\|18.77\|18.97\|18.18\|41077;2026-06-24\|17.93\|-3.60\|18.36\|18.66\|17.60\|41136;2026-06-25\|17.05\|-4.91\|18.04\|18.04\|17.00\|45997;2026-06-26\|16.60\|-2.64\|17.02\|17.08\|16.56\|42231;2026-06-29\|16.21\|-2.35\|16.53\|16.74\|15.96\|42841;2026-06-30\|16.37\|0.99\|16.21\|16.51\|16.00\|34549;2026-07-01\|16.50\|0.79\|16.50\|16.82\|16.11\|36047;2026-07-02\|16.57\|0.42\|16.43\|17.32\|16.33\|41143;2026-07-03\|17.52\|5.73\|16.63\|17.52\|16.45\|51917;2026-07-06\|16.47\|-5.99\|17.47\|17.72\|16.41\|44707;2026-07-07\|15.60\|-5.28\|16.11\|16.50\|15.60\|29906;2026-07-08\|15.09\|-2.33\|15.49\|15.53\|14.99\|25611;2026-07-09\|15.05\|-0.27\|14.93\|15.13\|14.41\|34772;2026-07-10\|15.29\|1.59\|15.05\|15.64\|14.92\|33661;2026-07-13\|14.43\|-5.62\|15.29\|15.46\|14.39\|40443;2026-07-14\|14.87\|3.05\|15.08\|15.08\|14.10\|50340;2026-07-15\|14.90\|0.20\|14.98\|15.33\|14.80\|41311;2026-07-16\|14.67\|-1.54\|14.77\|15.17\|14.57\|31223;2026-07-17\|14.05\|-4.23\|14.74\|14.94\|13.91\|45554;2026-07-20\|13.52\|-3.77\|14.04\|14.62\|13.28\|48853;2026-07-21\|13.44\|-0.59\|13.38\|13.58\|12.61\|66923;2026-07-22\|12.95\|-3.65\|13.25\|13.55\|12.84\|40918;2026-07-23\|13.64\|5.33\|12.88\|13.69\|12.88\|57322;2026-07-24\|13.25\|-2.86\|13.64\|13.65\|13.17\|31467
9912	“算电协同”首次写入政府工作报告	涨停揭秘：“算电协同”写入政府工作报告强化新型电力系统建设逻辑，公司为特高压输变电核心绝缘器件核心供应商；涨停缘由：特高压是实现远距离大容量电力输送的关键载体，算电协同需配套坚强电网支撑；公司高强度玻璃绝缘子技术领先，已批量供货白鹤滩—江苏等重点工程；资金逻辑：3月24-25日连续涨停，量价齐升，主力资金净流入超2000万元，显示资金提前布局电网设备细分龙头；风险提示：公司营收规模偏小，客户集中度高，特高压投资节奏受财政预算影响较大	公司专注于新型高强度功能玻璃制造技术的研究和特高压输变电绝缘器材开发，主要产品为高压、超高压和特高压交、直流输电线路上用于绝缘和悬挂导线用的盘型悬式高强度玻璃绝缘子	2026-03-17\|18.62\|-3.72\|19.36\|19.47\|18.58\|29431;2026-03-18\|19.00\|2.04\|18.68\|19.00\|18.53\|29472;2026-03-19\|18.33\|-3.53\|18.81\|19.00\|18.22\|28786;2026-03-20\|17.69\|-3.49\|18.44\|18.95\|17.63\|52172;2026-03-23\|16.45\|-7.01\|17.39\|17.56\|16.10\|48290;2026-03-24\|18.19\|10.58\|16.78\|18.19\|16.78\|78801;2026-03-25\|21.83\|20.01\|18.07\|21.83\|17.90\|238229;2026-03-26\|20.03\|-8.25\|21.24\|21.55\|19.83\|261437;2026-03-27\|19.83\|-1.00\|19.81\|20.21\|19.64\|175540;2026-03-30\|19.86\|0.15\|19.60\|20.04\|19.15\|139687;2026-03-31\|21.08\|6.14\|19.90\|21.69\|19.81\|273149;2026-04-01\|21.75\|3.18\|20.89\|22.90\|20.50\|262898;2026-04-02\|21.20\|-2.53\|21.54\|22.03\|20.93\|181270;2026-04-03\|22.70\|7.08\|21.38\|23.32\|21.17\|244583;2026-04-07\|24.10\|6.17\|22.59\|24.72\|22.19\|215309;2026-04-08\|23.55\|-2.28\|23.31\|23.78\|22.17\|234407;2026-04-09\|23.23\|-1.36\|22.52\|23.45\|21.83\|161993;2026-04-10\|22.43\|-3.44\|23.20\|23.39\|22.33\|127605;2026-04-13\|22.83\|1.78\|22.18\|23.20\|22.01\|111505;2026-04-14\|21.80\|-4.51\|22.97\|23.13\|21.51\|123713;2026-04-15\|22.21\|1.88\|21.81\|23.37\|21.64\|133536;2026-04-16\|23.60\|6.26\|22.21\|24.17\|21.82\|171809;2026-04-17\|22.85\|-3.18\|23.53\|23.53\|22.68\|112137;2026-04-20\|22.86\|0.04\|22.60\|23.36\|22.40\|79231;2026-04-21\|22.05\|-3.54\|22.74\|22.86\|21.88\|87382;2026-04-22\|23.33\|5.80\|22.09\|23.50\|21.61\|123849;2026-04-23\|24.81\|6.34\|23.50\|25.80\|23.03\|163208;2026-04-24\|25.78\|3.91\|24.69\|26.14\|24.15\|157091;2026-04-27\|25.95\|0.66\|25.08\|26.50\|24.99\|122034;2026-04-28\|26.60\|2.50\|25.78\|27.80\|25.74\|111898;2026-04-29\|28.61\|7.56\|26.60\|29.29\|26.20\|142039;2026-04-30\|30.60\|6.96\|28.38\|30.99\|28.06\|142370;2026-05-20\|36.72\|20.00\|36.72\|36.72\|36.72\|6823;2026-05-21\|44.06\|19.99\|44.06\|44.06\|44.06\|5183;2026-05-22\|52.87\|20.00\|52.87\|52.87\|52.87\|48074;2026-05-25\|53.02\|0.28\|54.00\|60.88\|52.68\|384505;2026-05-26\|51.26\|-3.32\|50.00\|53.03\|48.01\|253302;2026-05-27\|53.99\|5.33\|50.50\|55.50\|49.56\|275714;2026-05-28\|52.39\|-2.96\|52.80\|54.28\|49.01\|242150;2026-05-29\|49.56\|-5.40\|50.12\|52.32\|48.30\|181378;2026-06-01\|48.25\|-2.64\|47.45\|52.74\|46.93\|202351;2026-06-02\|49.70\|3.01\|48.60\|49.81\|43.12\|244670;2026-06-03\|51.63\|3.88\|48.01\|52.92\|47.00\|240948;2026-06-04\|49.20\|-4.71\|51.00\|54.63\|48.50\|267450;2026-06-05\|45.33\|-7.87\|50.44\|52.98\|44.40\|239015;2026-06-08\|39.50\|-12.86\|41.13\|44.95\|39.00\|230371;2026-06-09\|38.11\|-3.52\|40.00\|40.18\|37.46\|147327;2026-06-10\|36.64\|-3.86\|37.99\|38.11\|35.94\|109879;2026-06-11\|35.94\|-1.91\|36.44\|36.66\|35.10\|80385;2026-06-12\|34.94\|-2.78\|36.30\|36.63\|34.68\|86017;2026-06-15\|34.66\|-0.80\|35.22\|35.31\|34.20\|90830;2026-06-16\|34.86\|0.58\|34.33\|35.53\|33.66\|112563;2026-06-17\|35.94\|3.10\|34.52\|36.96\|34.25\|154730;2026-06-18\|33.98\|-5.45\|35.80\|35.80\|33.60\|135240;2026-06-22\|33.59\|-1.15\|33.88\|34.07\|32.78\|105850;2026-06-23\|33.06\|-1.58\|33.33\|33.95\|32.90\|64473;2026-06-24\|32.45\|-1.85\|33.31\|33.66\|32.01\|71496;2026-06-25\|31.72\|-2.25\|32.83\|32.83\|31.48\|75113;2026-06-26\|32.11\|1.23\|31.76\|33.10\|31.33\|95053;2026-06-29\|31.07\|-3.24\|31.78\|32.66\|30.29\|97711;2026-06-30\|31.83\|2.45\|31.35\|31.97\|30.67\|61829;2026-07-01\|33.35\|4.78\|31.83\|33.70\|30.58\|156021;2026-07-02\|39.36\|18.02\|33.31\|40.02\|33.10\|269014;2026-07-03\|38.29\|-2.72\|38.94\|41.05\|36.80\|254275;2026-07-06\|34.24\|-10.58\|38.00\|38.38\|34.16\|185153;2026-07-07\|32.68\|-4.56\|34.25\|35.30\|32.61\|105033;2026-07-08\|30.64\|-6.24\|32.68\|32.80\|30.62\|89016;2026-07-09\|30.72\|0.26\|30.42\|31.45\|29.29\|70855;2026-07-10\|36.86\|19.99\|30.31\|36.86\|30.11\|155192;2026-07-13\|40.10\|8.79\|41.42\|43.00\|36.23\|327323;2026-07-14\|40.16\|0.15\|38.09\|40.70\|37.67\|236768;2026-07-15\|38.30\|-4.63\|39.36\|40.70\|38.07\|156319;2026-07-16\|37.91\|-1.02\|37.24\|39.30\|37.00\|132629;2026-07-17\|32.92\|-13.16\|37.69\|38.66\|32.07\|162990;2026-07-20\|30.76\|-6.56\|33.58\|35.02\|29.63\|158275;2026-07-21\|32.15\|4.52\|30.91\|32.33\|26.74\|140584;2026-07-22\|31.26\|-2.77\|31.51\|32.38\|30.95\|100100;2026-07-23\|31.70\|1.41\|31.36\|32.31\|30.91\|112180;2026-07-24\|29.13\|-8.11\|30.58\|30.80\|29.08\|100631
9911	“算电协同”首次写入政府工作报告	安哥拉电解铝+热电联产+定增修订行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年1月28日公告，公司拟通过全资子公司北京百通图达铝业科技有限公司以约4亿美元在安哥拉设立全资公司，开展电解铝及上下游业务，优化海外布局。 2、据2025年12月5日公告，公司主营工业园区集中供热与热电联产，业务已覆盖苏、鲁、赣、黔、鄂等多省，形成区域性排他优势。 3、据2025年12月16日董事会决议，公司二次修订定增方案，拟向控股股东定增募资不超2.73亿元，全部用于补流偿债。	公司主营以煤炭为燃料的热电联产业务，此前拟4亿美元在安哥拉布局电解铝业务	2026-03-17\|19.64\|-5.94\|21.07\|21.18\|19.59\|104989;2026-03-18\|18.28\|-6.92\|19.65\|19.82\|17.98\|191225;2026-03-19\|16.83\|-7.93\|18.00\|18.10\|16.67\|200120;2026-03-20\|16.50\|-1.96\|17.00\|17.28\|16.38\|154624;2026-03-23\|15.61\|-5.39\|16.03\|16.23\|15.45\|155166;2026-03-24\|16.25\|4.10\|15.93\|16.38\|15.63\|134952;2026-03-25\|17.88\|10.03\|16.80\|17.88\|16.30\|162408;2026-03-26\|17.00\|-4.92\|18.00\|18.13\|16.92\|174928;2026-03-27\|16.78\|-1.29\|16.92\|17.40\|16.38\|184308;2026-03-30\|16.00\|-4.65\|17.86\|17.92\|15.90\|273946;2026-03-31\|15.76\|-1.50\|16.00\|17.44\|15.70\|260849;2026-04-01\|15.79\|0.19\|16.04\|16.35\|15.50\|197390;2026-04-02\|15.23\|-3.55\|15.79\|15.92\|15.18\|150968;2026-04-03\|14.65\|-3.81\|15.23\|15.28\|14.60\|116149;2026-04-07\|15.20\|3.75\|14.75\|15.58\|14.68\|139004;2026-04-08\|15.90\|4.61\|15.92\|16.10\|15.48\|138635;2026-04-09\|15.89\|-0.06\|15.65\|16.04\|15.18\|107928;2026-04-10\|15.96\|0.44\|15.96\|16.21\|15.79\|84371;2026-04-13\|16.14\|1.13\|15.81\|16.48\|15.73\|109368;2026-04-14\|16.16\|0.12\|16.43\|16.82\|15.91\|117361;2026-04-15\|15.73\|-2.66\|16.22\|16.29\|15.69\|94912;2026-04-16\|16.33\|3.81\|15.68\|16.39\|15.50\|127397;2026-04-17\|16.08\|-1.53\|16.30\|16.30\|15.87\|74548;2026-04-20\|15.96\|-0.75\|16.08\|16.14\|15.72\|84823;2026-04-21\|15.78\|-1.13\|15.95\|15.95\|15.43\|74685;2026-04-22\|16.15\|2.34\|15.68\|16.21\|15.57\|79154;2026-04-23\|15.87\|-1.73\|16.16\|16.25\|15.51\|110226;2026-04-24\|15.51\|-2.27\|15.68\|15.98\|15.47\|87413;2026-04-27\|15.53\|0.13\|15.47\|15.63\|15.26\|99976;2026-04-28\|15.04\|-3.16\|15.35\|15.48\|14.86\|99162;2026-04-29\|15.25\|1.40\|14.98\|15.53\|14.95\|87689;2026-04-30\|15.17\|-0.52\|15.26\|15.38\|15.05\|77375;2026-05-06\|15.19\|0.13\|15.20\|15.32\|15.05\|110083;2026-05-07\|15.57\|2.50\|15.23\|15.69\|15.13\|118965;2026-05-08\|15.88\|1.99\|15.56\|16.20\|15.47\|117333;2026-05-11\|15.70\|-1.13\|15.94\|16.07\|15.52\|110706;2026-05-12\|15.45\|-1.59\|15.75\|16.00\|15.40\|109290;2026-05-13\|15.58\|0.84\|15.52\|15.84\|15.35\|115806;2026-05-14\|14.72\|-5.52\|15.61\|15.61\|14.51\|249525;2026-05-15\|13.84\|-5.98\|14.59\|14.73\|13.75\|198051;2026-05-18\|13.64\|-1.45\|13.70\|13.83\|13.28\|109963;2026-05-19\|14.06\|3.08\|13.60\|14.16\|13.36\|137647;2026-05-20\|13.93\|-0.92\|13.84\|14.29\|13.67\|130230;2026-05-21\|13.19\|-5.31\|13.88\|14.07\|13.18\|125196;2026-05-22\|14.11\|6.97\|13.19\|14.48\|13.07\|218994;2026-05-25\|13.89\|-1.56\|14.10\|14.40\|13.75\|128368;2026-05-26\|15.28\|10.01\|13.78\|15.28\|13.60\|300639;2026-05-27\|15.00\|-1.83\|15.49\|15.60\|14.92\|355956;2026-05-28\|14.74\|-1.73\|15.00\|15.20\|14.49\|247502;2026-05-29\|14.56\|-1.22\|14.73\|15.16\|14.52\|245563;2026-06-01\|14.59\|0.21\|14.50\|14.93\|14.13\|199830;2026-06-02\|14.15\|-3.02\|14.47\|14.51\|13.90\|151527;2026-06-03\|13.07\|-7.63\|14.00\|14.02\|12.80\|318344;2026-06-04\|14.38\|10.02\|13.04\|14.38\|12.90\|170106;2026-06-05\|13.71\|-4.66\|14.24\|14.47\|13.45\|316471;2026-06-08\|12.67\|-7.59\|13.47\|13.80\|12.56\|230209;2026-06-09\|12.35\|-2.53\|12.90\|12.90\|12.22\|162232;2026-06-10\|11.88\|-3.81\|12.08\|12.23\|11.76\|152482;2026-06-11\|11.65\|-1.94\|11.74\|11.99\|11.53\|117340;2026-06-12\|12.09\|3.78\|11.79\|12.41\|11.71\|162076;2026-06-15\|12.68\|4.88\|12.14\|13.25\|12.12\|184059;2026-06-16\|12.35\|-2.60\|12.70\|12.70\|12.34\|118513;2026-06-17\|11.93\|-3.40\|12.21\|12.35\|11.86\|130070;2026-06-18\|11.58\|-2.93\|11.87\|12.29\|11.48\|102842;2026-06-22\|11.70\|1.04\|11.51\|11.73\|11.01\|146854;2026-06-23\|11.57\|-1.11\|11.60\|11.91\|11.42\|123617;2026-06-24\|11.22\|-3.03\|11.59\|11.62\|11.10\|97711;2026-06-25\|10.89\|-2.94\|11.23\|11.23\|10.85\|98758;2026-06-26\|10.43\|-4.22\|10.95\|10.98\|10.42\|103146;2026-06-29\|10.33\|-0.96\|10.30\|10.50\|9.95\|104126;2026-06-30\|10.40\|0.68\|10.33\|10.43\|10.14\|89743;2026-07-01\|10.56\|1.54\|10.40\|10.65\|10.33\|99253;2026-07-02\|10.63\|0.66\|10.46\|10.93\|10.46\|99985;2026-07-03\|10.81\|1.69\|10.77\|10.95\|10.52\|95506;2026-07-06\|10.66\|-1.39\|10.77\|11.07\|10.65\|78972;2026-07-07\|10.11\|-5.16\|10.55\|10.67\|10.09\|87514;2026-07-08\|9.97\|-1.38\|10.16\|10.19\|9.95\|75807;2026-07-09\|9.86\|-0.10\|9.89\|9.99\|9.55\|77489;2026-07-10\|10.09\|2.33\|9.91\|10.29\|9.71\|91543;2026-07-13\|9.60\|-4.86\|10.08\|10.15\|9.58\|75960;2026-07-14\|9.84\|2.50\|9.55\|9.86\|9.43\|80910;2026-07-15\|9.97\|1.32\|9.82\|10.05\|9.73\|71518;2026-07-16\|9.83\|-1.40\|9.89\|10.04\|9.76\|93031;2026-07-17\|9.54\|-2.95\|9.85\|9.99\|9.43\|128674;2026-07-20\|9.65\|1.15\|9.56\|9.84\|9.47\|148933;2026-07-21\|9.66\|0.10\|9.65\|9.73\|9.29\|136216;2026-07-22\|9.93\|2.79\|9.56\|10.06\|9.50\|134751;2026-07-23\|10.38\|4.53\|9.93\|10.38\|9.81\|154094;2026-07-24\|9.77\|-5.88\|10.24\|10.38\|9.77\|128537
9910	“算电协同”首次写入政府工作报告	电力+甲湖湾电厂+年报增长行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月29日同花顺快讯，电力板块持续走高，华能蒙电、晋控电力等涨停。公司核心主业为能源电力，运营梅县荷树园电厂及陆丰甲湖湾电厂等，致力于洁净煤燃烧技术发电及超超临界火电机组的清洁高效生产。 2、据2026年5月26日互动易，目前公司广东陆丰甲湖湾电厂二期扩建工程（2×1000MW）项目的陆上工程已基本完工，其他涉及用海审批的工程正在按规定履行用海审批手续。 3、据2026年4月21日年报，2025年公司实现营业收入86.34亿元，同比增长9.23%；归属于上市公司股东的净利润10.24亿元，同比增长45.21%。	公司主营能源电力，运营梅县荷树园1470MW机组及陆丰甲湖湾2×1000MW机组，定位为新能源电力细分行业龙头	2026-03-17\|4.75\|-1.45\|4.80\|4.87\|4.74\|936015;2026-03-18\|4.79\|0.84\|4.77\|4.88\|4.75\|794341;2026-03-19\|4.82\|0.63\|4.76\|4.89\|4.75\|959434;2026-03-20\|4.92\|2.07\|4.78\|5.06\|4.76\|1659539;2026-03-23\|4.82\|-2.03\|4.84\|5.03\|4.78\|1931902;2026-03-24\|5.10\|5.81\|4.87\|5.10\|4.76\|2357085;2026-03-25\|5.61\|10.00\|5.05\|5.61\|5.01\|2760299;2026-03-26\|5.76\|2.67\|5.83\|6.16\|5.55\|5468974;2026-03-27\|5.51\|-4.34\|5.76\|5.79\|5.47\|3056832;2026-03-30\|5.14\|-6.72\|5.50\|5.51\|4.98\|2590533;2026-03-31\|4.93\|-4.09\|5.10\|5.14\|4.92\|1773908;2026-04-01\|4.90\|-0.61\|5.02\|5.05\|4.86\|1211880;2026-04-02\|4.76\|-2.86\|4.88\|4.93\|4.73\|1237323;2026-04-03\|4.58\|-3.78\|4.74\|4.78\|4.57\|913095;2026-04-07\|4.63\|1.09\|4.58\|4.68\|4.54\|704804;2026-04-08\|4.73\|2.16\|4.67\|4.73\|4.65\|953353;2026-04-09\|4.62\|-2.33\|4.70\|4.71\|4.61\|717842;2026-04-10\|4.61\|-0.22\|4.62\|4.66\|4.61\|589980;2026-04-13\|4.71\|2.17\|4.61\|4.72\|4.59\|804179;2026-04-14\|4.71\|0.00\|4.71\|4.76\|4.66\|657189;2026-04-15\|4.69\|-0.42\|4.71\|4.72\|4.64\|561783;2026-04-16\|4.72\|0.64\|4.69\|4.72\|4.67\|489256;2026-04-17\|4.77\|1.06\|4.71\|4.78\|4.68\|690856;2026-04-20\|4.79\|0.42\|4.75\|4.79\|4.71\|628621;2026-04-21\|5.27\|10.02\|4.89\|5.27\|4.87\|2411377;2026-04-22\|5.37\|1.90\|5.25\|5.46\|5.18\|2998231;2026-04-23\|5.48\|2.05\|5.30\|5.58\|5.17\|2855544;2026-04-24\|5.24\|-4.38\|5.40\|5.40\|5.22\|1611320;2026-04-27\|5.46\|4.20\|5.21\|5.54\|5.17\|1716270;2026-04-28\|5.36\|-1.83\|5.37\|5.46\|5.28\|1498035;2026-04-29\|5.34\|-0.37\|5.32\|5.45\|5.30\|1221578;2026-04-30\|5.28\|-1.12\|5.38\|5.38\|5.22\|1047187;2026-05-06\|5.46\|3.41\|5.29\|5.48\|5.29\|1487910;2026-05-07\|5.62\|2.93\|5.47\|5.74\|5.46\|1580924;2026-05-08\|5.54\|-1.42\|5.58\|5.78\|5.53\|1552621;2026-05-11\|5.71\|3.07\|5.58\|5.75\|5.51\|1678884;2026-05-12\|5.65\|-1.05\|5.67\|5.79\|5.52\|1392427;2026-05-13\|5.74\|1.59\|5.65\|5.87\|5.61\|1710208;2026-05-14\|5.56\|-3.14\|5.78\|5.96\|5.55\|1909298;2026-05-15\|5.48\|-1.44\|5.56\|5.59\|5.38\|1420962;2026-05-18\|5.67\|3.47\|5.49\|5.75\|5.43\|1285847;2026-05-19\|5.73\|1.06\|5.63\|5.79\|5.53\|1238270;2026-05-20\|5.40\|-5.76\|5.70\|5.70\|5.37\|1380415;2026-05-21\|5.37\|-0.56\|5.38\|5.55\|5.37\|1074601;2026-05-22\|5.21\|0.77\|5.24\|5.28\|5.13\|805472;2026-05-25\|5.51\|5.76\|5.20\|5.61\|5.16\|1384946;2026-05-26\|5.50\|-0.18\|5.51\|5.56\|5.35\|962851;2026-05-27\|5.75\|4.55\|5.46\|5.86\|5.43\|2021336;2026-05-28\|5.82\|1.22\|5.77\|6.04\|5.70\|2043431;2026-05-29\|6.19\|6.36\|5.78\|6.40\|5.76\|3839558;2026-06-01\|6.08\|-1.78\|6.27\|6.33\|5.85\|2997245;2026-06-02\|5.89\|-3.12\|6.01\|6.05\|5.81\|1707375;2026-06-03\|5.81\|-1.36\|5.84\|5.92\|5.70\|1743832;2026-06-04\|5.83\|0.34\|5.80\|5.95\|5.76\|1335019;2026-06-05\|5.33\|-8.58\|5.80\|5.87\|5.26\|2044885;2026-06-08\|5.19\|-2.63\|5.17\|5.39\|5.12\|1153498;2026-06-09\|5.22\|0.58\|5.21\|5.24\|5.00\|998441;2026-06-10\|5.03\|-3.64\|5.17\|5.17\|4.95\|849946;2026-06-11\|5.13\|1.99\|4.98\|5.18\|4.93\|838380;2026-06-12\|5.20\|1.36\|5.16\|5.40\|5.07\|1121104;2026-06-15\|5.34\|2.69\|5.21\|5.37\|5.18\|833445;2026-06-16\|5.60\|4.87\|5.33\|5.82\|5.30\|1713575;2026-06-17\|5.44\|-2.86\|5.54\|5.60\|5.39\|902767;2026-06-18\|5.14\|-5.51\|5.40\|5.43\|5.11\|968684;2026-06-22\|5.12\|-0.39\|5.11\|5.14\|4.97\|859277;2026-06-23\|4.96\|-3.12\|5.11\|5.17\|4.94\|866895;2026-06-24\|4.90\|-1.21\|4.94\|4.95\|4.82\|634808;2026-06-25\|4.84\|-1.22\|4.88\|4.89\|4.79\|600792;2026-06-26\|4.72\|-2.48\|4.84\|4.92\|4.69\|724724;2026-06-29\|4.75\|0.64\|4.70\|4.81\|4.61\|583652;2026-06-30\|4.70\|-1.05\|4.74\|4.75\|4.65\|494207;2026-07-01\|4.80\|2.13\|4.69\|4.81\|4.66\|656732;2026-07-02\|4.73\|-1.46\|4.78\|4.86\|4.71\|661836;2026-07-03\|4.69\|-0.85\|4.74\|4.76\|4.68\|486740;2026-07-06\|4.69\|0.00\|4.67\|4.70\|4.60\|496291;2026-07-07\|4.52\|-3.62\|4.68\|4.68\|4.51\|538379;2026-07-08\|4.54\|0.44\|4.51\|4.60\|4.50\|388191;2026-07-09\|4.51\|-0.66\|4.52\|4.56\|4.46\|441432;2026-07-10\|4.53\|0.44\|4.50\|4.61\|4.45\|498481;2026-07-13\|4.47\|-1.32\|4.53\|4.55\|4.45\|472564;2026-07-14\|4.56\|2.01\|4.46\|4.58\|4.45\|471685;2026-07-15\|4.67\|2.41\|4.54\|4.68\|4.52\|560613;2026-07-16\|4.64\|-0.64\|4.65\|4.69\|4.58\|429205;2026-07-17\|4.65\|0.22\|4.62\|4.78\|4.61\|848282;2026-07-20\|4.92\|5.81\|4.66\|4.94\|4.61\|1198325;2026-07-21\|4.92\|0.00\|4.83\|4.94\|4.76\|1000751;2026-07-22\|4.88\|-0.81\|4.87\|4.93\|4.81\|811797;2026-07-23\|4.99\|2.25\|4.84\|5.04\|4.81\|876643;2026-07-24\|4.79\|-4.01\|4.94\|5.01\|4.78\|839553
9909	“算电协同”首次写入政府工作报告	抽水蓄能+渔光互补+海上风电+福建国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据国家气候中心预测，今年夏季全国平均气温较常年偏高，高温日数较常年偏多。公司原因： 1、据2026年5月15日投资者关系活动记录表，公司已于2026年4月底完成对福建永泰闽投抽水蓄能有限公司51%股权的并表，该公司2025年度净利润23,043.87万元，将为公司提供较为稳定的利润贡献；据2026年6月4日机构调研，该电站为633号文件出台前开工项目，根据114号文件容量电价继续实行政府定价。 2、据2026年1月6日公告，公司申报的3个陆上渔光互补光伏电站项目列入2025年福建省光伏电站开发建设项目清单，新获得25万千瓦装机容量资源储备；据2025年年度报告，公司正有序推进福建省内诏安、福清等区域渔光互补项目及长乐B区海上风电场。 3、据2025年年度报告，公司控股股东为福建省投资开发集团有限责任公司，实际控制人为福建省人民政府国有资产监督管理委员会。	福建省最早介入风电项目前期工作和开发建设的风电企业之一	2026-03-17\|6.49\|-0.46\|6.47\|6.76\|6.34\|574012;2026-03-18\|6.47\|-0.31\|6.47\|6.66\|6.39\|421822;2026-03-19\|6.52\|0.77\|6.36\|6.62\|6.32\|504999;2026-03-20\|6.54\|0.31\|6.46\|6.84\|6.43\|783508;2026-03-23\|6.44\|-1.53\|6.50\|6.81\|6.33\|1146502;2026-03-24\|6.85\|6.37\|6.57\|6.89\|6.33\|1178294;2026-03-25\|7.54\|10.07\|6.78\|7.54\|6.75\|907332;2026-03-26\|8.29\|9.95\|8.29\|8.29\|8.15\|773616;2026-03-27\|7.83\|-5.55\|8.82\|8.82\|7.77\|2668858;2026-03-30\|7.26\|-7.28\|7.60\|7.69\|7.05\|1838277;2026-03-31\|7.62\|4.96\|7.14\|7.79\|6.98\|1949066;2026-04-01\|6.87\|-9.84\|7.30\|7.34\|6.86\|1503894;2026-04-02\|6.47\|-5.82\|6.71\|6.90\|6.34\|1159719;2026-04-03\|6.05\|-6.49\|6.41\|6.46\|6.00\|842865;2026-04-07\|6.12\|1.16\|5.98\|6.21\|5.96\|518784;2026-04-08\|6.17\|0.82\|6.18\|6.22\|6.08\|627711;2026-04-09\|5.94\|-3.73\|6.10\|6.10\|5.92\|546159;2026-04-10\|5.95\|0.17\|5.97\|5.99\|5.86\|429640;2026-04-13\|6.24\|4.87\|6.04\|6.28\|6.02\|815063;2026-04-14\|6.15\|-1.44\|6.12\|6.24\|6.08\|527643;2026-04-15\|6.08\|-1.14\|6.15\|6.15\|6.03\|339156;2026-04-16\|6.11\|0.49\|6.07\|6.12\|6.01\|305344;2026-04-17\|6.04\|-1.15\|6.08\|6.14\|6.03\|332934;2026-04-20\|6.13\|1.49\|6.08\|6.14\|6.06\|362239;2026-04-21\|6.31\|2.94\|6.12\|6.44\|6.01\|807707;2026-04-22\|6.35\|0.63\|6.26\|6.42\|6.18\|577537;2026-04-23\|6.68\|5.20\|6.35\|6.73\|6.23\|987836;2026-04-24\|6.34\|-5.09\|6.51\|6.61\|6.30\|685247;2026-04-27\|6.19\|-2.37\|6.21\|6.33\|6.14\|418494;2026-04-28\|6.25\|0.97\|6.22\|6.28\|6.11\|469941;2026-04-29\|6.17\|-1.28\|6.13\|6.27\|6.13\|356922;2026-04-30\|6.17\|0.00\|6.18\|6.22\|6.14\|290502;2026-05-06\|6.38\|3.40\|6.17\|6.38\|6.17\|486668;2026-05-07\|6.50\|1.88\|6.38\|6.57\|6.35\|554788;2026-05-08\|6.47\|-0.46\|6.45\|6.60\|6.43\|451873;2026-05-11\|6.63\|2.47\|6.49\|6.66\|6.48\|556655;2026-05-12\|6.74\|1.66\|6.66\|6.86\|6.47\|765254;2026-05-13\|6.93\|2.82\|6.72\|7.06\|6.72\|914602;2026-05-14\|6.96\|0.43\|6.93\|7.56\|6.79\|1150545;2026-05-15\|6.67\|-4.17\|6.82\|6.90\|6.60\|811061;2026-05-18\|6.80\|1.95\|6.60\|6.89\|6.57\|605419;2026-05-19\|7.04\|3.53\|6.76\|7.04\|6.64\|698145;2026-05-20\|6.53\|-7.24\|6.97\|6.97\|6.44\|757203;2026-05-21\|6.35\|-2.76\|6.46\|6.66\|6.33\|528934;2026-05-22\|6.32\|-0.47\|6.35\|6.44\|6.26\|341067;2026-05-25\|6.54\|3.48\|6.35\|6.63\|6.32\|462424;2026-05-26\|6.53\|-0.15\|6.48\|6.60\|6.27\|515190;2026-05-27\|6.75\|3.37\|6.47\|6.82\|6.40\|763171;2026-05-28\|6.95\|2.96\|6.75\|6.99\|6.63\|948425;2026-05-29\|6.92\|-0.43\|6.86\|7.13\|6.83\|1069084;2026-06-01\|7.14\|3.18\|6.91\|7.14\|6.56\|1042602;2026-06-02\|6.91\|-3.22\|7.00\|7.00\|6.73\|711562;2026-06-03\|7.27\|5.21\|6.83\|7.28\|6.75\|1144436;2026-06-04\|7.03\|-3.30\|7.14\|7.52\|6.98\|1030866;2026-06-05\|6.54\|-6.97\|6.95\|7.16\|6.54\|864611;2026-06-08\|6.01\|-8.10\|6.28\|6.50\|5.94\|674456;2026-06-09\|6.04\|0.50\|6.03\|6.05\|5.78\|465392;2026-06-10\|5.61\|-7.12\|5.94\|5.94\|5.56\|549274;2026-06-11\|5.68\|1.25\|5.53\|5.74\|5.50\|352769;2026-06-12\|6.23\|9.68\|5.68\|6.25\|5.66\|972767;2026-06-15\|5.98\|-4.01\|6.07\|6.14\|5.95\|726647;2026-06-16\|6.01\|0.50\|5.99\|6.09\|5.94\|411364;2026-06-17\|5.85\|-2.66\|5.96\|6.00\|5.79\|391901;2026-06-18\|5.63\|-3.76\|5.82\|5.83\|5.58\|380866;2026-06-22\|5.54\|-1.60\|5.58\|5.58\|5.38\|335047;2026-06-23\|5.48\|-1.08\|5.54\|5.63\|5.42\|272323;2026-06-24\|5.25\|-4.20\|5.46\|5.46\|5.18\|347841;2026-06-25\|5.14\|-2.10\|5.20\|5.22\|5.11\|248689;2026-06-26\|4.99\|-2.92\|5.23\|5.31\|4.98\|414796;2026-06-29\|5.06\|1.40\|4.90\|5.07\|4.87\|238510;2026-06-30\|5.15\|1.78\|5.30\|5.30\|5.08\|288187;2026-07-01\|5.16\|0.19\|5.10\|5.22\|5.06\|294130;2026-07-02\|5.13\|-0.58\|5.13\|5.29\|5.10\|227006;2026-07-03\|5.13\|0.00\|5.12\|5.18\|5.09\|187199;2026-07-06\|5.06\|-1.36\|5.14\|5.15\|5.04\|175786;2026-07-07\|4.89\|-3.36\|5.05\|5.06\|4.89\|192872;2026-07-08\|4.77\|-1.85\|4.87\|4.88\|4.75\|163409;2026-07-09\|4.72\|-1.05\|4.78\|4.82\|4.64\|224080;2026-07-10\|4.81\|1.91\|4.76\|4.90\|4.69\|219519;2026-07-13\|4.73\|-1.66\|4.82\|4.85\|4.69\|187025;2026-07-14\|4.83\|2.11\|4.72\|4.85\|4.70\|170274;2026-07-15\|4.90\|1.45\|4.81\|4.91\|4.78\|180828;2026-07-16\|4.86\|-0.82\|4.94\|4.94\|4.83\|186527;2026-07-17\|4.90\|0.82\|4.83\|5.03\|4.81\|360544;2026-07-20\|5.19\|5.92\|4.88\|5.22\|4.88\|480235;2026-07-21\|5.15\|-0.77\|5.10\|5.20\|5.03\|380189;2026-07-22\|5.28\|2.52\|5.08\|5.28\|5.06\|443651;2026-07-23\|5.39\|2.08\|5.19\|5.45\|5.13\|468295;2026-07-24\|5.09\|-5.57\|5.31\|5.36\|5.07\|376889
9908	“算电协同”首次写入政府工作报告	热电联产+绿色电力+宁波国资+一季报增长行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年4月30日公告，公司2026年一季度归母净利润7251.81万元，同比增长71.60%；据2026年5月11日业绩说明会，营收增长主要系部分热电联产企业产能和经营效益增加。 2、据2026年5月11日业绩说明会，公司已形成热电联产、生物质发电、风光储充低碳零碳产业、综合能源节能服务等多元化能源业务布局；据2025年年报，公司发展战略聚焦清洁能源项目投资运维、零碳场景综合服务等核心赛道。 3、据2026年5月11日业绩说明会及2025年年报，公司控股股东为宁波开发投资集团有限公司，实际控制人为宁波市人民政府国有资产监督管理委员会。	隶属宁波市国资委，主要从事热电联产、生物质发电、抽水蓄能和综合能源服务	2026-03-17\|5.01\|-1.76\|5.07\|5.14\|5.00\|276926;2026-03-18\|5.12\|2.20\|5.02\|5.18\|5.02\|285330;2026-03-19\|5.14\|0.39\|5.08\|5.21\|5.06\|320550;2026-03-20\|5.26\|2.33\|5.12\|5.37\|5.10\|601045;2026-03-23\|5.70\|8.37\|5.20\|5.78\|5.16\|1516083;2026-03-24\|6.27\|10.00\|5.44\|6.27\|5.42\|1808557;2026-03-25\|6.90\|10.05\|6.30\|6.90\|6.30\|2501579;2026-03-26\|6.68\|-3.19\|6.61\|7.40\|6.22\|2431653;2026-03-27\|7.35\|10.03\|6.43\|7.35\|6.28\|2269107;2026-03-30\|6.62\|-9.93\|7.10\|7.25\|6.62\|1667562;2026-03-31\|5.96\|-9.97\|6.20\|6.38\|5.96\|1672599;2026-04-01\|5.52\|-7.38\|5.90\|5.96\|5.45\|1547099;2026-04-02\|5.72\|3.62\|5.53\|5.92\|5.40\|1562692;2026-04-03\|5.19\|-9.27\|5.59\|5.60\|5.19\|1080522;2026-04-07\|5.42\|4.43\|5.15\|5.49\|5.15\|988635;2026-04-08\|5.37\|-0.92\|5.39\|5.48\|5.33\|999469;2026-04-09\|5.33\|-0.74\|5.36\|5.37\|5.23\|679446;2026-04-10\|5.26\|-1.31\|5.32\|5.35\|5.25\|518444;2026-04-13\|5.79\|10.08\|5.30\|5.79\|5.28\|1140615;2026-04-14\|5.79\|0.00\|5.99\|6.14\|5.75\|1611902;2026-04-15\|5.65\|-2.42\|5.77\|5.80\|5.58\|898790;2026-04-16\|5.70\|0.89\|5.69\|5.79\|5.54\|692334;2026-04-17\|5.62\|-1.40\|5.70\|5.83\|5.57\|635796;2026-04-20\|5.95\|5.87\|5.60\|6.00\|5.57\|1226403;2026-04-21\|6.24\|4.87\|5.98\|6.51\|5.73\|1601786;2026-04-22\|6.13\|-1.76\|6.10\|6.32\|6.07\|1113453;2026-04-23\|6.35\|3.59\|6.14\|6.49\|5.90\|1435078;2026-04-24\|6.02\|-5.20\|6.20\|6.31\|6.00\|932959;2026-04-27\|5.99\|-0.50\|5.94\|6.11\|5.85\|582038;2026-04-28\|5.99\|0.00\|5.92\|6.08\|5.84\|648777;2026-04-29\|5.92\|-1.17\|5.93\|5.99\|5.81\|547593;2026-04-30\|6.06\|2.36\|6.04\|6.32\|6.04\|865997;2026-05-06\|6.28\|3.63\|6.12\|6.31\|6.12\|948892;2026-05-07\|6.36\|1.27\|6.25\|6.45\|6.23\|872890;2026-05-08\|6.35\|-0.16\|6.32\|6.59\|6.26\|891026;2026-05-11\|6.50\|2.36\|6.38\|6.55\|6.31\|932745;2026-05-12\|6.67\|2.62\|6.44\|6.73\|6.26\|1205203;2026-05-13\|7.34\|10.04\|6.70\|7.34\|6.64\|649476;2026-05-14\|6.61\|-9.95\|7.54\|7.67\|6.61\|1921611;2026-05-15\|6.29\|-4.84\|6.39\|6.58\|6.10\|1116332;2026-05-18\|6.43\|2.23\|6.18\|6.57\|6.15\|778137;2026-05-19\|6.69\|4.04\|6.31\|6.70\|6.22\|860586;2026-05-20\|6.16\|-7.92\|6.56\|6.57\|6.13\|799363;2026-05-21\|6.07\|-1.46\|6.09\|6.29\|6.06\|488625;2026-05-22\|6.14\|1.15\|6.10\|6.14\|5.97\|409664;2026-05-25\|6.24\|1.63\|6.09\|6.24\|6.08\|428228;2026-05-26\|5.93\|-2.31\|6.07\|6.09\|5.82\|392889;2026-05-27\|6.00\|1.18\|5.86\|6.09\|5.76\|459968;2026-05-28\|6.60\|10.00\|5.96\|6.60\|5.96\|1088253;2026-05-29\|6.59\|-0.15\|6.63\|6.90\|6.56\|1573576;2026-06-01\|6.67\|1.21\|6.72\|6.81\|6.27\|1080654;2026-06-02\|6.74\|1.05\|6.64\|6.80\|6.40\|929739;2026-06-03\|7.11\|5.49\|6.66\|7.33\|6.54\|1380699;2026-06-04\|6.73\|-5.34\|6.89\|7.05\|6.66\|951085;2026-06-05\|6.36\|-5.50\|6.70\|6.95\|6.29\|819190;2026-06-08\|6.01\|-5.50\|6.12\|6.35\|5.96\|631736;2026-06-09\|5.91\|-1.66\|6.02\|6.09\|5.62\|576434;2026-06-10\|5.53\|-6.43\|5.80\|5.82\|5.46\|551412;2026-06-11\|5.56\|0.54\|5.39\|5.62\|5.39\|333717;2026-06-12\|5.51\|-0.90\|5.58\|5.67\|5.42\|391205;2026-06-15\|5.62\|2.00\|5.51\|5.65\|5.48\|317059;2026-06-16\|5.74\|2.14\|5.65\|5.87\|5.52\|448152;2026-06-17\|5.58\|-2.79\|5.71\|5.76\|5.54\|376450;2026-06-18\|5.18\|-7.17\|5.52\|5.54\|5.16\|559727;2026-06-22\|5.22\|0.77\|5.20\|5.23\|5.05\|348162;2026-06-23\|5.20\|-0.38\|5.22\|5.27\|5.14\|269095;2026-06-24\|5.08\|-2.31\|5.15\|5.18\|4.99\|323980;2026-06-25\|4.98\|-1.97\|5.03\|5.03\|4.93\|292873;2026-06-26\|4.83\|-3.01\|4.99\|5.10\|4.82\|361173;2026-06-29\|4.83\|0.00\|4.78\|4.88\|4.71\|256174;2026-06-30\|4.76\|-1.45\|4.79\|4.84\|4.70\|239491;2026-07-01\|4.90\|2.94\|4.72\|4.92\|4.72\|282777;2026-07-02\|4.82\|-1.63\|4.92\|5.01\|4.80\|298932;2026-07-03\|4.88\|1.24\|4.88\|4.90\|4.78\|221526;2026-07-06\|4.74\|-2.87\|4.85\|4.88\|4.72\|222501;2026-07-07\|4.59\|-3.16\|4.73\|4.74\|4.56\|206559;2026-07-08\|4.52\|-1.53\|4.56\|4.61\|4.51\|151306;2026-07-09\|4.57\|1.11\|4.50\|4.59\|4.46\|171661;2026-07-10\|4.65\|1.75\|4.55\|4.72\|4.53\|225381;2026-07-13\|4.52\|-2.80\|4.64\|4.69\|4.52\|193952;2026-07-14\|4.64\|2.65\|4.55\|4.64\|4.50\|203521;2026-07-15\|4.70\|1.29\|4.67\|4.74\|4.63\|201393;2026-07-16\|4.63\|-1.49\|4.66\|4.74\|4.61\|202987;2026-07-17\|5.09\|9.94\|4.61\|5.09\|4.61\|938480;2026-07-20\|5.52\|8.45\|5.02\|5.56\|4.91\|1173966;2026-07-21\|5.14\|-6.88\|5.29\|5.30\|4.97\|893820;2026-07-22\|5.22\|1.56\|5.00\|5.30\|4.98\|698248;2026-07-23\|5.17\|-0.96\|5.11\|5.28\|5.01\|601392;2026-07-24\|4.82\|-6.77\|5.09\|5.14\|4.82\|524483
9907	“算电协同”首次写入政府工作报告	绿电扩张+风电+储能突破+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月11日证券时报网，公司取得湖北武汉50MW/100MWh独立储能备案，实现华中区域首个独立储能项目落地，形成西北、华北、华中多区域储能并行布局。 2、据2026年4月22日年报，公司2025年新增核准风电129.325万千瓦，累计在手项目突破10GW，并推进江苏、广东海上风电及塞尔维亚海外项目。 3、据2025年度报告及互动易，公司主营风力发电开发运营，控股股东为中国节能环保集团，最终控制人为国务院国资委。	公司是纯正的风电运营商，专注于风力发电的项目开发、建设及运营，受到降税利好	2026-03-17\|4.55\|9.90\|4.13\|4.55\|3.95\|11069168;2026-03-18\|4.40\|-3.30\|4.46\|4.68\|4.29\|8917031;2026-03-19\|4.57\|3.86\|4.26\|4.70\|4.25\|8965424;2026-03-20\|4.45\|-2.63\|4.49\|4.74\|4.31\|7003204;2026-03-23\|4.46\|0.22\|4.31\|4.65\|4.16\|7382936;2026-03-24\|4.91\|10.09\|4.52\|4.91\|4.33\|11567281;2026-03-25\|5.40\|9.98\|4.98\|5.40\|4.91\|7330697;2026-03-26\|5.31\|-1.67\|5.40\|5.73\|5.01\|14810259;2026-03-27\|4.93\|-7.16\|5.11\|5.18\|4.86\|8923035;2026-03-30\|4.60\|-6.69\|4.88\|5.04\|4.46\|7141741;2026-03-31\|4.28\|-6.96\|4.54\|4.61\|4.27\|6562677;2026-04-01\|4.26\|-0.47\|4.36\|4.40\|4.16\|5363466;2026-04-02\|4.03\|-5.40\|4.23\|4.26\|4.00\|5653445;2026-04-03\|3.81\|-5.46\|4.02\|4.03\|3.78\|4146543;2026-04-07\|4.04\|6.04\|3.80\|4.17\|3.80\|5764021;2026-04-08\|4.10\|1.49\|4.06\|4.12\|4.01\|4650024;2026-04-09\|4.02\|-1.95\|4.07\|4.07\|3.97\|2859241;2026-04-10\|3.97\|-1.24\|4.05\|4.06\|3.96\|2357759;2026-04-13\|4.05\|2.02\|3.92\|4.06\|3.90\|2979397;2026-04-14\|4.08\|0.74\|4.06\|4.17\|4.02\|3158034;2026-04-15\|4.01\|-1.72\|4.08\|4.09\|3.98\|2353131;2026-04-16\|4.06\|1.25\|4.01\|4.08\|3.97\|2369907;2026-04-17\|4.06\|0.00\|4.05\|4.13\|4.03\|2268394;2026-04-20\|4.10\|0.99\|4.05\|4.10\|4.01\|2414399;2026-04-21\|4.17\|1.71\|4.10\|4.23\|3.96\|5705896;2026-04-22\|4.07\|-2.40\|4.10\|4.14\|4.05\|3504896;2026-04-23\|4.48\|10.07\|4.12\|4.48\|4.10\|8622034;2026-04-24\|4.48\|0.00\|4.53\|4.75\|4.46\|10490166;2026-04-27\|4.65\|3.79\|4.38\|4.75\|4.25\|7512693;2026-04-28\|4.73\|1.72\|4.51\|4.85\|4.43\|7459503;2026-04-29\|4.56\|-3.59\|4.60\|4.78\|4.53\|5751216;2026-04-30\|4.26\|-6.58\|4.50\|4.54\|4.25\|5295270;2026-05-06\|4.69\|10.09\|4.24\|4.69\|4.24\|5905124;2026-05-07\|4.99\|6.40\|4.82\|5.08\|4.75\|9712424;2026-05-08\|4.90\|-1.80\|4.92\|5.10\|4.84\|7256996;2026-05-11\|5.12\|4.49\|4.89\|5.26\|4.89\|7863881;2026-05-12\|5.12\|0.00\|5.03\|5.35\|4.85\|8406166;2026-05-13\|5.63\|9.96\|5.02\|5.63\|4.96\|6353490;2026-05-14\|5.10\|-9.41\|5.89\|5.89\|5.08\|11391332;2026-05-15\|5.03\|-1.37\|4.90\|5.25\|4.74\|6876742;2026-05-18\|4.99\|-0.80\|4.91\|5.09\|4.87\|4200593;2026-05-19\|5.13\|2.81\|4.93\|5.15\|4.82\|4834986;2026-05-20\|4.67\|-8.97\|5.09\|5.09\|4.62\|5510703;2026-05-21\|4.50\|-3.64\|4.57\|4.75\|4.47\|3472700;2026-05-22\|4.62\|2.67\|4.50\|4.73\|4.40\|3301080;2026-05-25\|4.78\|3.46\|4.63\|4.80\|4.60\|3620181;2026-05-26\|4.63\|-3.14\|4.72\|4.78\|4.55\|3080050;2026-05-27\|4.92\|6.26\|4.58\|5.05\|4.55\|6107015;2026-05-28\|4.87\|-1.02\|4.94\|5.07\|4.77\|5617006;2026-05-29\|5.04\|3.49\|4.82\|5.12\|4.80\|6094452;2026-06-01\|4.90\|-2.78\|5.00\|5.07\|4.65\|4668383;2026-06-02\|4.93\|0.61\|4.81\|4.95\|4.61\|4555080;2026-06-03\|4.87\|-1.22\|4.81\|5.02\|4.71\|4500811;2026-06-04\|4.97\|2.05\|4.80\|5.14\|4.76\|5078653;2026-06-05\|4.63\|-6.84\|4.85\|4.98\|4.61\|4727239;2026-06-08\|4.22\|-8.86\|4.46\|4.56\|4.20\|3233340;2026-06-09\|4.22\|0.00\|4.22\|4.29\|4.10\|2481937;2026-06-10\|3.97\|-5.92\|4.23\|4.25\|3.93\|2725815;2026-06-11\|3.99\|0.50\|3.92\|4.04\|3.89\|1957312;2026-06-12\|3.90\|-2.26\|3.99\|4.00\|3.87\|2205197;2026-06-15\|4.01\|2.82\|3.90\|4.03\|3.85\|2093071;2026-06-16\|4.07\|1.50\|4.01\|4.11\|3.94\|1945422;2026-06-17\|3.99\|-1.97\|4.05\|4.10\|3.94\|1897464;2026-06-18\|3.80\|-4.76\|3.98\|3.98\|3.77\|2608050;2026-06-22\|3.78\|-0.53\|3.76\|3.79\|3.66\|2107203;2026-06-23\|3.67\|-2.91\|3.77\|3.81\|3.65\|1867214;2026-06-24\|3.63\|-1.09\|3.63\|3.67\|3.54\|1681097;2026-06-25\|3.58\|-1.38\|3.60\|3.63\|3.53\|1709320;2026-06-26\|3.94\|10.06\|3.65\|3.94\|3.64\|2823286;2026-06-29\|3.83\|-2.79\|3.94\|3.99\|3.76\|4180817;2026-06-30\|3.88\|1.31\|3.83\|3.93\|3.74\|2774840;2026-07-01\|3.92\|1.03\|3.85\|3.96\|3.78\|3045510;2026-07-02\|3.76\|-4.08\|3.87\|4.02\|3.76\|2957741;2026-07-03\|3.69\|-1.86\|3.74\|3.76\|3.64\|1897499;2026-07-06\|3.60\|-2.44\|3.70\|3.71\|3.59\|1419786;2026-07-07\|3.41\|-5.28\|3.61\|3.61\|3.41\|1580744;2026-07-08\|3.32\|-2.64\|3.41\|3.44\|3.31\|1320860;2026-07-09\|3.37\|1.51\|3.30\|3.38\|3.25\|1494169;2026-07-10\|3.44\|2.08\|3.37\|3.49\|3.34\|1748817;2026-07-13\|3.26\|-5.23\|3.38\|3.43\|3.25\|1461278;2026-07-14\|3.30\|1.23\|3.25\|3.30\|3.21\|1121839;2026-07-15\|3.31\|0.30\|3.29\|3.35\|3.25\|1061618;2026-07-16\|3.30\|-0.30\|3.29\|3.34\|3.26\|1082580;2026-07-17\|3.50\|6.06\|3.27\|3.63\|3.27\|3588440;2026-07-20\|3.79\|8.29\|3.42\|3.79\|3.38\|4235514;2026-07-21\|3.68\|-2.90\|3.70\|3.75\|3.55\|3566259;2026-07-22\|3.72\|1.09\|3.61\|3.73\|3.59\|2752251;2026-07-23\|3.76\|1.08\|3.69\|3.83\|3.60\|3125393;2026-07-24\|3.46\|-7.98\|3.69\|3.70\|3.45\|2549392
9906	“算电协同”首次写入政府工作报告	光纤+电缆+实控人中国华能+央企行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2026年5月6日互动易，公司目前以电线电缆生产、产业园开发及综合资产运营为主业。2025年，光缆收入占电缆收入的比例为3.83%。据2026年4月24日互动易，控股子公司鲁能泰山曲阜电缆有限公司现生产的光缆产品主要为光纤复合架空地线、全介质自承式光缆、常规层绞式通信光缆、矿用光缆等产品, 其光缆产品可以应用到光通讯以及算力服务相关产业。 2、据2026年4月29日年报，公司以电线电缆生产、产业园开发及综合资产运营为主业，电缆产品涵盖电力电缆、通信光缆、矿用电缆等，深度参与光伏发电系统用直流电缆等行业标准制定。 3、公司实控人为中国华能集团有限公司，最终控制人为国务院国资委。	公司以产业园开发、综合资产运营及供应链为主业，主要产品为电线电缆	2026-03-17\|3.99\|-1.72\|4.06\|4.15\|3.97\|412457;2026-03-18\|4.01\|0.50\|3.99\|4.14\|3.97\|431237;2026-03-19\|3.96\|-1.25\|3.97\|4.05\|3.91\|372204;2026-03-20\|3.93\|-0.76\|3.96\|4.23\|3.88\|660844;2026-03-23\|3.76\|-4.33\|3.85\|3.96\|3.71\|553814;2026-03-24\|4.14\|10.11\|4.14\|4.14\|4.14\|259138;2026-03-25\|4.55\|9.90\|4.55\|4.55\|4.55\|179583;2026-03-26\|5.01\|10.11\|5.01\|5.01\|5.01\|211712;2026-03-27\|5.51\|9.98\|5.43\|5.51\|5.42\|1337279;2026-03-30\|4.96\|-9.98\|5.50\|5.79\|4.96\|3044760;2026-03-31\|5.46\|10.08\|4.60\|5.46\|4.59\|1937267;2026-04-01\|4.91\|-10.07\|5.30\|5.39\|4.91\|2181044;2026-04-02\|5.40\|9.98\|4.87\|5.40\|4.66\|2578249;2026-04-03\|5.94\|10.00\|5.62\|5.94\|5.32\|2946568;2026-04-07\|6.53\|9.93\|6.50\|6.53\|6.35\|762746;2026-04-08\|6.70\|2.60\|6.95\|7.18\|6.39\|4368996;2026-04-09\|6.03\|-10.00\|6.50\|6.50\|6.03\|3379326;2026-04-10\|5.43\|-9.95\|5.80\|6.03\|5.43\|2436455;2026-04-13\|5.37\|-1.10\|5.21\|5.49\|5.00\|2077355;2026-04-14\|5.15\|-4.10\|5.35\|5.35\|5.07\|1790820;2026-04-15\|4.97\|-3.50\|5.15\|5.27\|4.91\|1647825;2026-04-16\|4.99\|0.40\|4.90\|5.05\|4.81\|1233822;2026-04-17\|4.74\|-5.01\|4.96\|5.01\|4.72\|1437802;2026-04-20\|4.96\|4.64\|4.83\|5.05\|4.80\|1684208;2026-04-21\|4.94\|-0.40\|4.86\|5.07\|4.70\|1501979;2026-04-22\|5.03\|1.82\|4.86\|5.11\|4.83\|1576902;2026-04-23\|4.87\|-3.18\|4.99\|5.09\|4.80\|1261759;2026-04-24\|4.68\|-3.90\|4.80\|4.90\|4.66\|921964;2026-04-27\|4.62\|-1.28\|4.66\|4.66\|4.49\|664911;2026-04-28\|4.51\|-2.38\|4.60\|4.60\|4.46\|636041;2026-04-29\|4.61\|2.22\|4.46\|4.68\|4.43\|674962;2026-04-30\|4.54\|-1.52\|4.65\|4.67\|4.48\|522962;2026-05-06\|4.70\|3.52\|4.60\|4.71\|4.57\|663557;2026-05-07\|5.17\|10.00\|4.91\|5.17\|4.91\|516500;2026-05-08\|5.69\|10.06\|5.43\|5.69\|5.30\|3026117;2026-05-11\|5.83\|2.46\|5.77\|6.03\|5.60\|3240230;2026-05-12\|5.69\|-2.40\|5.61\|6.10\|5.50\|2616334;2026-05-13\|6.26\|10.02\|5.56\|6.26\|5.56\|1222840;2026-05-14\|5.83\|-6.87\|6.26\|6.27\|5.81\|2452831;2026-05-15\|5.51\|-5.49\|5.75\|5.81\|5.44\|1621162;2026-05-18\|5.43\|-1.45\|5.64\|5.68\|5.36\|996503;2026-05-19\|5.34\|-1.66\|5.41\|5.43\|5.21\|814544;2026-05-20\|5.16\|-3.37\|5.31\|5.33\|5.01\|831582;2026-05-21\|4.90\|-5.04\|5.16\|5.24\|4.88\|734790;2026-05-22\|4.99\|1.84\|4.94\|5.03\|4.81\|554049;2026-05-25\|4.94\|-1.00\|5.00\|5.17\|4.90\|624252;2026-05-26\|4.71\|-4.66\|4.90\|4.94\|4.63\|677671;2026-05-27\|4.61\|-2.12\|4.65\|4.75\|4.55\|525905;2026-05-28\|5.07\|9.98\|4.64\|5.07\|4.64\|463902;2026-05-29\|5.28\|4.14\|5.20\|5.45\|4.92\|2268683;2026-06-01\|5.11\|-3.22\|5.06\|5.27\|4.84\|1351310;2026-06-02\|5.41\|5.87\|5.10\|5.42\|4.90\|1757642;2026-06-03\|5.49\|1.48\|5.36\|5.55\|5.25\|1703785;2026-06-04\|5.18\|-5.65\|5.33\|5.34\|5.13\|1098882;2026-06-05\|5.16\|-0.39\|5.08\|5.53\|5.06\|1049122;2026-06-08\|4.76\|-7.75\|4.80\|4.95\|4.65\|988661;2026-06-09\|4.66\|-2.10\|4.85\|4.87\|4.50\|789270;2026-06-10\|4.37\|-6.22\|4.60\|4.61\|4.31\|779982;2026-06-11\|4.22\|-3.43\|4.31\|4.35\|4.19\|523827;2026-06-12\|4.14\|-1.90\|4.27\|4.32\|4.07\|521482;2026-06-15\|4.25\|2.66\|4.20\|4.33\|4.17\|624775;2026-06-16\|4.41\|3.76\|4.25\|4.47\|4.14\|665517;2026-06-17\|4.29\|-2.72\|4.37\|4.44\|4.28\|485579;2026-06-18\|4.04\|-5.83\|4.25\|4.25\|4.04\|582933;2026-06-22\|4.07\|0.74\|4.12\|4.13\|3.96\|487747;2026-06-23\|4.10\|0.74\|4.03\|4.19\|3.99\|470724;2026-06-24\|3.94\|-3.90\|4.04\|4.06\|3.81\|562096;2026-06-25\|3.84\|-2.54\|3.93\|3.96\|3.80\|399449;2026-06-26\|3.68\|-4.17\|3.89\|3.89\|3.68\|451224;2026-06-29\|3.65\|-0.82\|3.62\|3.78\|3.58\|335550;2026-06-30\|3.69\|1.10\|3.65\|3.73\|3.58\|312267;2026-07-01\|3.68\|-0.27\|3.67\|3.74\|3.62\|343473;2026-07-02\|3.61\|-1.90\|3.66\|3.73\|3.60\|357123;2026-07-03\|3.58\|-0.83\|3.61\|3.66\|3.56\|286050;2026-07-06\|3.43\|-4.19\|3.60\|3.61\|3.40\|348675;2026-07-07\|3.32\|-3.21\|3.42\|3.46\|3.28\|332048;2026-07-08\|3.26\|-1.81\|3.32\|3.33\|3.22\|269913;2026-07-09\|3.29\|0.92\|3.23\|3.43\|3.20\|416529;2026-07-10\|3.35\|1.82\|3.28\|3.44\|3.25\|397674;2026-07-13\|3.11\|-7.16\|3.35\|3.35\|3.08\|381696;2026-07-14\|3.19\|2.57\|3.08\|3.19\|3.04\|307523;2026-07-15\|3.24\|1.57\|3.19\|3.36\|3.15\|376472;2026-07-16\|3.21\|-0.93\|3.20\|3.29\|3.17\|249914;2026-07-17\|3.05\|-4.98\|3.17\|3.22\|3.00\|332978;2026-07-20\|3.31\|8.52\|3.03\|3.36\|3.03\|821718;2026-07-21\|3.21\|-3.02\|3.37\|3.40\|3.00\|900534;2026-07-22\|3.16\|-1.56\|3.12\|3.24\|3.12\|530962;2026-07-23\|3.38\|6.96\|3.15\|3.39\|3.12\|699906;2026-07-24\|3.23\|-4.44\|3.39\|3.45\|3.22\|497186
9905	“算电协同”首次写入政府工作报告	水电并购+湖南国资+绿色电力行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年2月7日公告，公司发行股份及支付现金收购铜湾水电90%、筱溪水电88%、清水塘水电90%、高滩水电85%股权的重大资产重组已获深交所并购重组委审核通过，交易完成后装机规模及发电量将显著提升。 2、据2026年3月10日公告，本次重组注册稿已披露，标的资产2024年及2025年1-11月净利润将增厚上市公司每股收益，且湖南省国资委已批复同意。 3、据2026年3月19日互动易，公司定位为湖南省国资委最终控制的清洁能源平台，主营水力发电、光伏发电及自然资源开发，运营管理株洲航电等水电站及分布式光伏项目。	公司拟收购铜湾水电90%股权、清水塘水电90%股权、筱溪水电95%股权、高滩水电85%股权	2026-03-17\|13.59\|1.04\|13.39\|14.07\|13.28\|183007;2026-03-18\|13.65\|0.44\|13.63\|13.90\|13.51\|110927;2026-03-19\|13.61\|-0.29\|13.61\|13.92\|13.48\|151989;2026-03-20\|14.23\|4.56\|13.64\|14.94\|13.49\|427695;2026-03-23\|13.74\|-3.44\|14.10\|14.35\|13.64\|335938;2026-03-24\|15.11\|9.97\|13.98\|15.11\|13.98\|206834;2026-03-25\|16.62\|9.99\|16.62\|16.62\|16.62\|61503;2026-03-26\|18.28\|9.99\|17.78\|18.28\|17.52\|1114203;2026-03-27\|16.96\|-7.22\|18.58\|19.69\|16.81\|1213984;2026-03-30\|15.71\|-7.37\|16.80\|16.90\|15.26\|909919;2026-03-31\|14.61\|-7.00\|15.47\|15.88\|14.60\|718269;2026-04-01\|14.03\|-3.97\|14.38\|14.55\|13.91\|526464;2026-04-02\|13.67\|-2.57\|13.90\|14.25\|13.47\|438886;2026-04-03\|12.75\|-6.73\|13.53\|13.60\|12.74\|394206;2026-04-07\|12.86\|0.86\|12.68\|12.91\|12.50\|254952;2026-04-08\|13.03\|1.32\|12.96\|13.05\|12.86\|347827;2026-04-09\|12.66\|-2.84\|12.90\|12.90\|12.60\|265989;2026-04-10\|12.99\|2.61\|13.23\|13.30\|12.95\|364661;2026-04-13\|13.30\|2.39\|12.85\|13.32\|12.73\|322482;2026-04-14\|13.24\|-0.45\|13.30\|13.47\|13.12\|277824;2026-04-15\|13.16\|-0.60\|13.26\|13.35\|13.07\|223428;2026-04-16\|13.23\|0.53\|13.16\|13.25\|13.01\|196759;2026-04-17\|13.41\|1.36\|13.20\|13.46\|13.16\|239922;2026-04-20\|13.70\|2.16\|13.35\|13.74\|13.35\|284688;2026-04-21\|13.93\|1.68\|13.65\|14.18\|13.31\|429133;2026-04-22\|14.61\|4.88\|13.91\|15.31\|13.76\|658185;2026-04-23\|15.63\|6.98\|14.60\|15.98\|14.23\|739714;2026-04-24\|14.55\|-6.91\|14.94\|15.30\|14.44\|501905;2026-04-27\|14.44\|-0.76\|14.50\|14.84\|14.18\|334240;2026-04-28\|14.85\|2.84\|14.45\|14.94\|14.30\|389009;2026-04-29\|14.50\|-2.36\|14.66\|14.80\|14.46\|321537;2026-04-30\|14.24\|-1.79\|14.39\|14.64\|14.18\|249502;2026-05-06\|14.45\|1.47\|14.20\|14.51\|14.20\|244520;2026-05-07\|14.76\|2.50\|14.45\|14.87\|14.42\|302126;2026-05-08\|14.55\|-1.42\|14.61\|14.95\|14.46\|277116;2026-05-11\|14.61\|0.41\|14.48\|14.76\|14.48\|229165;2026-05-12\|15.18\|3.90\|14.61\|15.42\|14.51\|526230;2026-05-13\|15.44\|1.71\|15.34\|16.01\|15.15\|566672;2026-05-14\|14.79\|-4.21\|15.37\|15.79\|14.77\|436912;2026-05-15\|14.35\|-2.98\|14.79\|14.85\|14.13\|286708;2026-05-18\|14.59\|1.67\|14.14\|14.74\|14.14\|208260;2026-05-19\|15.18\|4.04\|14.59\|15.25\|14.37\|302492;2026-05-20\|14.15\|-6.79\|15.01\|15.01\|14.15\|309640;2026-05-21\|13.53\|-4.38\|14.00\|14.26\|13.51\|247012;2026-05-22\|13.63\|0.74\|13.50\|13.73\|13.30\|143534;2026-05-25\|13.97\|2.49\|13.71\|14.08\|13.62\|170096;2026-05-26\|13.53\|-3.15\|13.81\|13.81\|13.31\|175278;2026-05-27\|13.60\|0.52\|13.35\|13.97\|13.32\|169470;2026-05-28\|14.12\|3.82\|13.60\|14.22\|13.59\|274944;2026-05-29\|14.78\|4.67\|14.23\|15.25\|13.92\|397053;2026-06-01\|16.26\|10.01\|14.90\|16.26\|14.56\|547359;2026-06-02\|16.08\|-1.11\|16.58\|17.81\|15.93\|898040;2026-06-03\|16.65\|3.54\|15.92\|17.40\|15.38\|793064;2026-06-04\|15.78\|-5.23\|16.06\|16.33\|15.68\|487836;2026-06-05\|15.10\|-4.31\|15.68\|16.12\|15.01\|385188;2026-06-08\|14.39\|-4.70\|14.45\|15.18\|14.14\|293920;2026-06-09\|14.94\|3.82\|14.50\|14.94\|13.81\|293502;2026-06-10\|14.70\|-1.61\|15.15\|15.56\|14.47\|320946;2026-06-11\|14.27\|-2.93\|14.55\|14.85\|14.27\|218232;2026-06-12\|15.07\|5.61\|14.44\|15.08\|14.26\|288037;2026-06-15\|15.41\|2.26\|15.02\|15.41\|14.90\|338054;2026-06-16\|15.04\|-2.40\|15.28\|15.31\|15.03\|256529;2026-06-17\|15.85\|5.39\|14.89\|15.85\|14.51\|434955;2026-06-18\|14.36\|-9.40\|15.51\|15.69\|14.27\|477504;2026-06-22\|13.34\|-7.10\|14.00\|14.14\|13.24\|327147;2026-06-23\|13.51\|1.27\|13.22\|13.69\|13.04\|203531;2026-06-24\|12.61\|-6.66\|13.46\|13.46\|12.60\|237298;2026-06-25\|11.77\|-6.66\|12.56\|12.56\|11.60\|282248;2026-06-26\|11.51\|-2.21\|12.12\|12.20\|11.50\|184479;2026-06-29\|11.75\|2.09\|11.47\|11.81\|11.29\|145969;2026-06-30\|11.36\|-3.32\|11.52\|11.65\|11.21\|132682;2026-07-01\|11.91\|4.84\|11.42\|12.04\|11.36\|174521;2026-07-02\|11.72\|-1.60\|11.89\|12.12\|11.70\|148349;2026-07-03\|11.85\|1.11\|11.73\|11.90\|11.67\|104777;2026-07-06\|12.03\|1.52\|11.90\|12.26\|11.84\|147346;2026-07-07\|11.19\|-6.98\|11.91\|11.94\|11.18\|145269;2026-07-08\|10.74\|-4.02\|11.21\|11.26\|10.71\|121743;2026-07-09\|10.76\|0.19\|10.67\|10.83\|10.49\|110663;2026-07-10\|11.00\|2.23\|10.78\|11.20\|10.56\|126617;2026-07-13\|10.74\|-2.36\|11.00\|11.06\|10.66\|89006;2026-07-14\|10.91\|1.58\|10.75\|10.91\|10.61\|75890;2026-07-15\|12.00\|9.99\|11.50\|12.00\|11.20\|194087;2026-07-16\|12.57\|4.75\|12.08\|13.17\|12.00\|433381;2026-07-17\|13.83\|10.02\|12.18\|13.83\|12.05\|551213;2026-07-20\|15.21\|9.98\|13.70\|15.21\|13.23\|753556;2026-07-21\|14.33\|-5.79\|14.63\|14.98\|13.69\|686128;2026-07-22\|15.00\|4.68\|13.84\|15.59\|13.80\|664381;2026-07-23\|14.19\|-5.40\|14.51\|14.97\|13.90\|564028;2026-07-24\|12.77\|-10.01\|13.57\|13.79\|12.77\|443575
9904	“算电协同”首次写入政府工作报告	绿电+承诺不减持+浙江国资行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年5月26日及5月27日互动易，公司表示股东新能发展减持系自身资金需求，与经营状况无关，控股股东浙能集团承诺2024年5月27日起36个月内不主动减持，管理层对公司长期价值充满信心。 2、公司主营水力发电、光伏发电、风力发电等可再生能源项目的投资、开发、建设和运营管理，形成“风、光、水”多业协同格局，2025年推进多个光伏项目并网并加快海上风电项目前期准备。 3、公司控股股东为浙江省能源集团有限公司，实际控制人为浙江省人民政府国有资产监督管理委员会，具备浙江国资背景。	1、浙能集团境内水电、风电及光电开发与投资的唯一平台； 2、公司控股子公司浙江浙能航天氢能技术有限公司主营业务为氢能科技研发、涉氢工程设计、储氢设施销售等	2026-03-17\|9.26\|7.30\|8.63\|9.49\|8.50\|1114395;2026-03-18\|9.02\|-2.59\|9.18\|9.41\|8.95\|924768;2026-03-19\|9.27\|2.77\|8.88\|9.60\|8.88\|950875;2026-03-20\|9.78\|5.50\|9.28\|10.10\|9.16\|1127631;2026-03-23\|10.76\|10.02\|9.53\|10.76\|9.45\|1648136;2026-03-24\|11.84\|10.04\|10.84\|11.84\|10.06\|1822380;2026-03-25\|13.02\|9.97\|11.65\|13.02\|11.40\|1717215;2026-03-26\|12.61\|-3.15\|12.77\|14.10\|11.72\|2191816;2026-03-27\|11.71\|-7.14\|12.07\|12.34\|11.48\|1362071;2026-03-30\|10.62\|-9.31\|11.45\|11.73\|10.54\|1207341;2026-03-31\|9.97\|-6.12\|10.56\|10.62\|9.97\|1079299;2026-04-01\|9.80\|-1.71\|10.10\|10.16\|9.71\|756529;2026-04-02\|9.37\|-4.39\|9.80\|9.89\|9.34\|810731;2026-04-03\|8.94\|-4.59\|9.41\|9.45\|8.91\|612237;2026-04-07\|9.07\|1.45\|8.94\|9.14\|8.84\|504162;2026-04-08\|9.19\|1.32\|9.15\|9.26\|9.10\|558145;2026-04-09\|8.95\|-2.61\|9.11\|9.11\|8.91\|416562;2026-04-10\|8.90\|-0.56\|8.96\|9.00\|8.87\|358111;2026-04-13\|9.79\|10.00\|8.89\|9.79\|8.85\|1057476;2026-04-14\|9.80\|0.10\|9.89\|10.16\|9.71\|1231666;2026-04-15\|9.66\|-1.43\|9.78\|9.85\|9.51\|814783;2026-04-16\|9.84\|1.86\|9.61\|9.94\|9.51\|656209;2026-04-17\|9.75\|-0.91\|9.70\|10.16\|9.60\|636627;2026-04-20\|9.87\|1.23\|9.70\|9.93\|9.60\|665009;2026-04-21\|10.86\|10.03\|9.96\|10.86\|9.51\|1173771;2026-04-22\|11.35\|4.51\|10.96\|11.77\|10.95\|1750027;2026-04-23\|12.04\|6.08\|11.28\|12.40\|10.75\|1603621;2026-04-24\|10.85\|-9.88\|11.57\|11.67\|10.85\|1114009;2026-04-27\|10.87\|0.18\|10.74\|11.25\|10.38\|780786;2026-04-28\|10.51\|-3.31\|10.32\|10.85\|10.21\|865866;2026-04-29\|10.30\|-2.00\|10.27\|10.50\|10.13\|596545;2026-04-30\|9.87\|-4.17\|10.40\|10.47\|9.84\|659812;2026-05-06\|10.46\|5.98\|9.98\|10.50\|9.95\|680307;2026-05-07\|10.57\|1.05\|10.46\|10.68\|10.38\|647129;2026-05-08\|10.40\|-1.61\|10.55\|11.04\|10.33\|655137;2026-05-11\|10.69\|2.79\|10.50\|10.75\|10.35\|686066;2026-05-12\|11.44\|7.02\|10.63\|11.45\|10.30\|1281537;2026-05-13\|11.44\|0.00\|11.30\|12.25\|11.06\|1311184;2026-05-14\|10.71\|-6.38\|11.29\|11.70\|10.67\|938675;2026-05-15\|10.19\|-4.86\|10.61\|10.73\|10.10\|655385;2026-05-18\|11.21\|10.01\|10.00\|11.21\|9.98\|1154007;2026-05-19\|11.41\|1.78\|11.03\|11.59\|10.88\|1190996;2026-05-20\|10.55\|-7.54\|11.42\|11.43\|10.50\|784393;2026-05-21\|10.95\|3.79\|10.55\|11.59\|10.45\|1062049;2026-05-22\|10.32\|-5.75\|10.55\|10.66\|10.09\|849302;2026-05-25\|9.93\|-3.78\|10.22\|10.43\|9.63\|850167;2026-05-26\|9.29\|-6.45\|9.68\|9.74\|9.10\|643922;2026-05-27\|9.45\|1.72\|9.25\|9.66\|9.05\|601395;2026-05-28\|10.40\|10.05\|9.41\|10.40\|9.23\|803251;2026-05-29\|10.61\|2.02\|10.61\|11.22\|10.58\|1238932;2026-06-01\|10.67\|0.57\|10.80\|10.83\|10.11\|811116;2026-06-02\|10.92\|2.34\|10.61\|11.13\|10.18\|978940;2026-06-03\|11.43\|4.67\|10.75\|11.43\|10.60\|1161269;2026-06-04\|10.87\|-4.90\|11.10\|11.45\|10.79\|742915;2026-06-05\|10.29\|-5.34\|10.93\|11.22\|10.23\|660218;2026-06-08\|9.48\|-7.87\|9.90\|10.23\|9.33\|569420;2026-06-09\|9.55\|0.74\|9.73\|9.88\|9.21\|463518;2026-06-10\|8.91\|-6.70\|9.44\|9.44\|8.70\|476754;2026-06-11\|8.56\|-3.60\|8.70\|8.79\|8.45\|339305;2026-06-12\|8.62\|0.70\|8.50\|8.70\|8.30\|426442;2026-06-15\|8.54\|-0.93\|8.65\|8.74\|8.47\|469656;2026-06-16\|8.35\|-2.22\|8.54\|8.54\|8.25\|512127;2026-06-17\|8.18\|-2.04\|8.30\|8.41\|8.03\|472026;2026-06-18\|7.76\|-5.13\|8.15\|8.16\|7.74\|533496;2026-06-22\|7.71\|-0.64\|7.70\|7.74\|7.50\|401819;2026-06-23\|7.48\|-2.98\|7.69\|7.71\|7.45\|330879;2026-06-24\|7.30\|-2.41\|7.45\|7.45\|7.18\|325780;2026-06-25\|7.08\|-3.01\|7.29\|7.29\|7.05\|318676;2026-06-26\|6.90\|-2.54\|7.17\|7.38\|6.89\|522345;2026-06-29\|7.01\|1.59\|6.86\|7.10\|6.80\|360271;2026-06-30\|7.05\|0.57\|6.92\|7.10\|6.90\|263223;2026-07-01\|7.17\|1.70\|7.05\|7.20\|6.97\|318373;2026-07-02\|7.10\|-0.98\|7.13\|7.43\|7.08\|437812;2026-07-03\|7.11\|0.14\|7.07\|7.16\|7.00\|271385;2026-07-06\|6.90\|-2.95\|7.08\|7.14\|6.88\|253845;2026-07-07\|6.64\|-3.77\|6.88\|6.90\|6.62\|269218;2026-07-08\|6.49\|-2.26\|6.66\|6.68\|6.47\|232618;2026-07-09\|6.49\|0.00\|6.49\|6.53\|6.30\|258580;2026-07-10\|6.65\|2.47\|6.49\|6.79\|6.43\|321829;2026-07-13\|6.47\|-2.71\|6.61\|6.66\|6.44\|212146;2026-07-14\|6.52\|0.77\|6.46\|6.52\|6.40\|162399;2026-07-15\|6.60\|1.23\|6.43\|6.63\|6.39\|197445;2026-07-16\|6.64\|0.61\|6.55\|6.68\|6.52\|199317;2026-07-17\|7.07\|6.48\|6.65\|7.08\|6.61\|707273;2026-07-20\|7.78\|10.04\|7.10\|7.78\|6.80\|958148;2026-07-21\|7.45\|-4.24\|7.60\|7.65\|7.17\|778823;2026-07-22\|7.94\|6.58\|7.30\|8.11\|7.27\|825991;2026-07-23\|7.79\|-1.89\|7.70\|8.09\|7.62\|671723;2026-07-24\|7.10\|-8.86\|7.60\|7.62\|7.08\|543461
9903	“算电协同”首次写入政府工作报告	电力+煤炭+辽宁国企行业原因： 6月1日焦煤、焦炭期货大涨。国金证券5月28日研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据公司2025年年报，公司下辖2个热电联产的电厂，即辽宁沈煤红阳热电有限公司和灯塔市红阳热电有限公司，电力总装机容量为708MW，其中包括2×330MW燃煤发电机组，4×12MW煤矸石发电机组。电力产品主要销售给国家电网公司。 2、据公司2025年年报，公司下辖7个煤矿，即林盛煤矿、红阳二矿、红阳三矿、西马煤矿、蒙西煤矿、蒲河煤矿、呼盛煤矿，煤炭产品核定生产能力达到1160万吨/年。各矿煤种以冶金煤为主，主要销售给大型钢铁企业。同时还有部分动力煤，销售给电厂。 3、据公司2025年年报，公司拥有与煤矿配套的铁路运输系统，共有准轨铁路136公里，内燃机车13台，年运输设计能力1000万吨以上 4、据2026年5月20日异常波动公告，公司经营情况没有重大变化，不存在应披露而未披露的重大事项；公司最终控制人为辽宁省人民政府国有资产监督管理委员会。	辽宁煤炭龙头，下辖两个热电联营的电厂	2026-03-17\|4.09\|-0.97\|4.12\|4.18\|4.07\|293294;2026-03-18\|4.23\|3.42\|4.09\|4.50\|4.09\|1178655;2026-03-19\|4.20\|-0.71\|4.29\|4.40\|4.19\|1059349;2026-03-20\|4.30\|2.38\|4.13\|4.58\|4.10\|1457885;2026-03-23\|4.73\|10.00\|4.50\|4.73\|4.48\|949993;2026-03-24\|5.20\|9.94\|5.16\|5.20\|5.01\|1264615;2026-03-25\|5.72\|10.00\|5.72\|5.72\|5.50\|1631900;2026-03-26\|6.14\|7.34\|5.72\|6.29\|5.22\|4366364;2026-03-27\|5.53\|-9.93\|5.53\|5.78\|5.53\|2314120;2026-03-30\|4.98\|-9.95\|5.09\|5.25\|4.98\|1026581;2026-03-31\|4.56\|-8.43\|4.58\|4.87\|4.50\|2603925;2026-04-01\|4.36\|-4.39\|4.46\|4.52\|4.28\|1929364;2026-04-02\|4.38\|0.46\|4.30\|4.43\|4.21\|1665870;2026-04-03\|4.04\|-7.76\|4.30\|4.30\|4.03\|1356705;2026-04-07\|4.15\|2.72\|4.00\|4.17\|3.98\|1004331;2026-04-08\|4.11\|-0.96\|4.08\|4.12\|4.02\|1039220;2026-04-09\|4.00\|-2.68\|4.10\|4.13\|3.97\|855940;2026-04-10\|3.92\|-2.00\|4.00\|4.02\|3.92\|841549;2026-04-13\|4.07\|3.83\|3.95\|4.08\|3.92\|1116276;2026-04-14\|4.01\|-1.47\|4.02\|4.11\|3.96\|738285;2026-04-15\|3.88\|-3.24\|3.98\|3.99\|3.87\|722250;2026-04-16\|3.89\|0.26\|3.87\|3.90\|3.82\|539597;2026-04-17\|3.82\|-1.80\|3.88\|3.92\|3.79\|572903;2026-04-20\|3.88\|1.57\|3.82\|3.90\|3.80\|503083;2026-04-21\|3.97\|2.32\|3.89\|3.98\|3.80\|958604;2026-04-22\|3.98\|0.25\|3.93\|4.02\|3.92\|725445;2026-04-23\|4.14\|4.02\|3.94\|4.17\|3.90\|1349570;2026-04-24\|3.98\|-3.86\|4.05\|4.17\|3.97\|966240;2026-04-27\|4.09\|2.76\|3.94\|4.12\|3.90\|814679;2026-04-28\|4.10\|0.24\|4.05\|4.13\|4.02\|662658;2026-04-29\|4.07\|-0.73\|4.03\|4.13\|3.96\|808206;2026-04-30\|3.98\|-2.21\|4.10\|4.10\|3.96\|633949;2026-05-06\|4.01\|0.75\|3.99\|4.02\|3.92\|615418;2026-05-07\|4.09\|2.00\|4.00\|4.17\|3.96\|1013103;2026-05-08\|4.03\|-1.47\|4.11\|4.16\|4.01\|700906;2026-05-11\|4.04\|0.25\|4.04\|4.07\|3.99\|582735;2026-05-12\|4.08\|0.99\|4.04\|4.14\|4.00\|854865;2026-05-13\|4.49\|10.05\|4.09\|4.49\|4.07\|768215;2026-05-14\|4.65\|3.56\|4.75\|4.94\|4.38\|3189283;2026-05-15\|4.27\|-8.17\|4.41\|4.55\|4.20\|1490973;2026-05-18\|4.70\|10.07\|4.27\|4.70\|4.27\|942722;2026-05-19\|5.17\|10.00\|4.84\|5.17\|4.80\|1977861;2026-05-20\|4.82\|-6.77\|5.19\|5.62\|4.74\|2727488;2026-05-21\|4.96\|2.90\|4.76\|5.03\|4.57\|2239232;2026-05-22\|4.66\|-6.05\|4.69\|4.84\|4.62\|1521434;2026-05-25\|4.69\|0.64\|4.93\|4.95\|4.66\|1485383;2026-05-26\|4.22\|-10.02\|4.51\|4.54\|4.22\|1508227;2026-05-27\|4.64\|9.95\|4.19\|4.64\|4.09\|1434837;2026-05-28\|4.57\|-1.51\|4.70\|4.88\|4.53\|2095040;2026-05-29\|4.69\|2.63\|4.58\|4.84\|4.45\|1772524;2026-06-01\|5.16\|10.02\|4.69\|5.16\|4.44\|2070451;2026-06-02\|5.25\|1.74\|5.20\|5.68\|4.95\|2710985;2026-06-03\|5.39\|2.67\|5.05\|5.66\|5.00\|2366951;2026-06-04\|5.12\|-5.01\|5.25\|5.38\|5.09\|1718326;2026-06-05\|4.80\|-6.25\|5.04\|5.18\|4.75\|1515747;2026-06-08\|4.57\|-4.79\|4.61\|4.91\|4.53\|1116852;2026-06-09\|4.47\|-2.19\|4.55\|4.57\|4.26\|1056501;2026-06-10\|4.16\|-6.94\|4.45\|4.46\|4.10\|1037038;2026-06-11\|4.08\|-1.92\|4.12\|4.33\|4.05\|814142;2026-06-12\|4.07\|-0.25\|4.05\|4.20\|3.94\|932511;2026-06-15\|4.06\|-0.25\|3.99\|4.11\|3.98\|641106;2026-06-16\|4.01\|-1.23\|4.04\|4.07\|3.95\|573122;2026-06-17\|3.79\|-5.49\|4.01\|4.01\|3.78\|921843;2026-06-18\|3.55\|-6.33\|3.79\|3.80\|3.52\|820706;2026-06-22\|3.53\|-0.56\|3.53\|3.54\|3.41\|557870;2026-06-23\|3.55\|0.57\|3.53\|3.63\|3.49\|544992;2026-06-24\|3.33\|-6.20\|3.52\|3.54\|3.31\|623015;2026-06-25\|3.29\|-1.20\|3.33\|3.34\|3.25\|449726;2026-06-26\|3.16\|-3.95\|3.30\|3.33\|3.15\|490594;2026-06-29\|3.18\|0.63\|3.15\|3.23\|3.11\|418661;2026-06-30\|3.15\|-0.94\|3.21\|3.26\|3.13\|436887;2026-07-01\|3.22\|2.22\|3.13\|3.27\|3.09\|518966;2026-07-02\|3.16\|-1.86\|3.22\|3.32\|3.14\|531021;2026-07-03\|3.14\|-0.63\|3.15\|3.20\|3.12\|385351;2026-07-06\|3.16\|0.64\|3.14\|3.19\|3.08\|411080;2026-07-07\|2.99\|-5.38\|3.14\|3.14\|2.97\|500272;2026-07-08\|2.95\|-1.34\|3.02\|3.04\|2.95\|422365;2026-07-09\|2.93\|-0.68\|2.94\|3.00\|2.88\|434969;2026-07-10\|3.07\|4.78\|2.90\|3.14\|2.88\|669661;2026-07-13\|2.97\|-3.26\|3.07\|3.12\|2.96\|448526;2026-07-14\|3.09\|4.04\|2.98\|3.09\|2.97\|488904;2026-07-15\|3.13\|1.29\|3.00\|3.17\|2.98\|545142;2026-07-16\|3.05\|-2.56\|3.09\|3.13\|3.01\|384936;2026-07-17\|3.02\|-0.98\|3.05\|3.12\|2.99\|621244;2026-07-20\|3.30\|9.27\|3.04\|3.32\|3.04\|1143690;2026-07-21\|3.12\|-5.45\|3.28\|3.28\|3.02\|1057012;2026-07-22\|3.21\|2.88\|3.11\|3.25\|3.05\|748239;2026-07-23\|3.38\|5.30\|3.17\|3.38\|3.17\|817398;2026-07-24\|3.14\|-7.10\|3.31\|3.40\|3.13\|688491
9902	“算电协同”首次写入政府工作报告	电力+业绩减亏+广东国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月20日投资者关系活动记录，2026 年一季度，公司上网电量 283.32 亿千瓦时，同比增长 18%。同时，火电机组容量电价的提高一定程度上对冲了电力市场化竞争加剧对电价下降的不利影响，发电业务收入实现同比增长 7.58%。报告期内，公司归母净利润较去年同期亏损收窄。 2、据2025年年度报告及2026年5月20日投资者关系活动记录，目前公司在建煤电装机 200 万千瓦，预计在 2027 年投产；在建大南海、云河等气电装机约 294.2 万千瓦，其中2026 年内预计投产约 48.5 万千瓦，其余预计在 2027 年投产；在建新能源项目约 80 万千瓦。上述项目实际投产时间可能根据建设情况而有所调整。 3、据2025年年度报告，公司是广东省装机规模最大的电力上市公司，拥有省内统调机组3605.97万千瓦；公司控股股东为广东省能源集团有限公司，最终控制人为广东省国资委。	1、广东省最大的电力上市公司，拥有大型燃煤发电、LNG发电、风力发电和水力发电等多种能源项； 2、公司拟60亿元投资开发120万千瓦光伏发电项目	2026-03-17\|5.10\|-0.20\|5.15\|5.22\|5.05\|404308;2026-03-18\|5.61\|10.00\|5.61\|5.61\|5.61\|262269;2026-03-19\|6.17\|9.98\|5.92\|6.17\|5.80\|1387893;2026-03-20\|6.66\|7.94\|6.06\|6.78\|5.85\|3509967;2026-03-23\|6.16\|-7.51\|6.12\|6.65\|6.10\|2540197;2026-03-24\|6.78\|10.06\|6.17\|6.78\|5.95\|2846061;2026-03-25\|7.46\|10.03\|6.92\|7.46\|6.73\|2294053;2026-03-26\|7.49\|0.40\|7.68\|8.14\|6.83\|3802877;2026-03-27\|6.94\|-7.34\|7.11\|7.46\|6.85\|2324793;2026-03-30\|6.30\|-9.22\|6.83\|6.90\|6.25\|2079635;2026-03-31\|5.89\|-6.51\|6.13\|6.33\|5.88\|1766872;2026-04-01\|5.85\|-0.68\|5.98\|6.06\|5.77\|1334391;2026-04-02\|5.61\|-4.10\|5.77\|5.90\|5.58\|1218004;2026-04-03\|5.34\|-4.81\|5.61\|5.63\|5.32\|917009;2026-04-07\|5.47\|2.43\|5.35\|5.56\|5.31\|959087;2026-04-08\|5.57\|1.83\|5.55\|5.57\|5.46\|944829;2026-04-09\|5.41\|-2.87\|5.50\|5.50\|5.38\|670821;2026-04-10\|5.37\|-0.74\|5.45\|5.48\|5.36\|600622;2026-04-13\|5.54\|3.17\|5.33\|5.56\|5.30\|945669;2026-04-14\|5.61\|1.26\|5.58\|5.78\|5.52\|1017985;2026-04-15\|5.53\|-1.43\|5.58\|5.60\|5.46\|691115;2026-04-16\|5.58\|0.90\|5.49\|5.60\|5.44\|604856;2026-04-17\|5.71\|2.33\|5.55\|5.76\|5.54\|887653;2026-04-20\|5.81\|1.75\|5.73\|5.91\|5.69\|813842;2026-04-21\|6.39\|9.98\|5.82\|6.39\|5.69\|1170257;2026-04-22\|6.55\|2.50\|6.79\|6.90\|6.50\|2701088;2026-04-23\|7.15\|9.16\|6.42\|7.21\|6.22\|2998444;2026-04-24\|6.56\|-8.25\|6.78\|7.00\|6.54\|2346949;2026-04-27\|6.89\|5.03\|6.50\|7.07\|6.40\|2207686;2026-04-28\|7.27\|5.52\|6.70\|7.49\|6.62\|2603643;2026-04-29\|7.00\|-3.71\|7.05\|7.26\|6.92\|1943618;2026-04-30\|6.53\|-6.71\|6.96\|6.98\|6.52\|1606731;2026-05-06\|7.03\|7.66\|6.74\|7.16\|6.66\|1825716;2026-05-07\|7.27\|3.41\|7.04\|7.38\|6.99\|1994048;2026-05-08\|7.09\|-2.48\|7.18\|7.44\|7.02\|1745046;2026-05-11\|7.37\|3.95\|7.18\|7.58\|7.13\|1956034;2026-05-12\|7.38\|0.14\|7.30\|7.58\|7.00\|1866866;2026-05-13\|7.65\|3.66\|7.33\|7.90\|7.28\|2291754;2026-05-14\|7.23\|-5.49\|7.55\|8.25\|7.19\|2291173;2026-05-15\|6.90\|-4.56\|7.13\|7.20\|6.70\|1696695;2026-05-18\|6.98\|1.16\|7.00\|7.49\|6.90\|1382808;2026-05-19\|7.03\|0.72\|6.92\|7.14\|6.61\|1283965;2026-05-20\|6.45\|-8.25\|6.90\|6.90\|6.41\|1232780;2026-05-21\|6.44\|-0.15\|6.42\|6.65\|6.36\|910958;2026-05-22\|6.53\|1.40\|6.38\|6.57\|6.22\|668623;2026-05-25\|6.76\|3.52\|6.55\|6.78\|6.54\|878033;2026-05-26\|6.67\|-1.33\|6.71\|7.00\|6.46\|924634;2026-05-27\|7.34\|10.04\|6.56\|7.34\|6.52\|1758322;2026-05-28\|8.07\|9.95\|7.90\|8.07\|7.73\|1495433;2026-05-29\|8.88\|10.04\|8.77\|8.88\|8.52\|1164616;2026-06-01\|9.77\|10.02\|9.77\|9.77\|8.50\|4764889;2026-06-02\|9.13\|-6.55\|9.68\|9.75\|8.79\|4167439;2026-06-03\|9.40\|2.96\|8.99\|9.82\|8.36\|4636021;2026-06-04\|9.17\|-2.45\|9.01\|9.36\|8.70\|3261055;2026-06-05\|8.25\|-10.03\|9.17\|9.47\|8.25\|2828011;2026-06-08\|7.78\|-5.70\|7.74\|8.49\|7.71\|2098857;2026-06-09\|8.12\|4.37\|7.77\|8.14\|7.30\|2296221;2026-06-10\|7.53\|-7.27\|7.90\|7.92\|7.45\|1666412;2026-06-11\|7.55\|0.27\|7.46\|7.87\|7.36\|1372962;2026-06-12\|7.34\|-2.78\|7.57\|7.67\|7.27\|1401392;2026-06-15\|7.53\|2.59\|7.30\|7.55\|7.20\|1198128;2026-06-16\|7.71\|2.39\|7.54\|7.88\|7.46\|1539202;2026-06-17\|8.22\|6.61\|7.80\|8.48\|7.48\|2963869;2026-06-18\|7.40\|-9.98\|8.00\|8.11\|7.40\|2516483;2026-06-22\|7.44\|0.54\|7.38\|7.68\|7.10\|1881932;2026-06-23\|7.13\|-4.17\|7.20\|7.33\|7.06\|1433650;2026-06-24\|6.91\|-3.09\|7.02\|7.05\|6.72\|1362534;2026-06-25\|6.71\|-2.89\|6.81\|6.84\|6.65\|1089354;2026-06-26\|6.53\|-2.68\|6.75\|7.05\|6.51\|1635947;2026-06-29\|6.83\|4.59\|6.55\|6.99\|6.48\|1465709;2026-06-30\|6.81\|-0.29\|6.70\|6.85\|6.55\|1017489;2026-07-01\|7.15\|4.99\|6.80\|7.19\|6.77\|1478722;2026-07-02\|6.82\|-4.62\|7.18\|7.38\|6.77\|1730007;2026-07-03\|6.51\|-4.55\|6.89\|6.90\|6.48\|1190046;2026-07-06\|6.10\|-6.30\|6.44\|6.47\|6.09\|1125920;2026-07-07\|5.87\|-3.77\|6.09\|6.09\|5.86\|815079;2026-07-08\|5.74\|-2.21\|5.85\|5.94\|5.73\|613112;2026-07-09\|5.92\|3.14\|5.73\|5.93\|5.66\|774976;2026-07-10\|6.04\|2.03\|5.87\|6.18\|5.82\|924525;2026-07-13\|5.88\|-2.65\|6.04\|6.09\|5.84\|709183;2026-07-14\|5.90\|0.34\|5.90\|5.90\|5.74\|595459;2026-07-15\|5.48\|-7.12\|5.53\|5.69\|5.31\|1266367;2026-07-16\|5.29\|-3.47\|5.41\|5.45\|5.25\|791918;2026-07-17\|5.31\|0.38\|5.27\|5.59\|5.21\|1462726;2026-07-20\|5.84\|9.98\|5.26\|5.84\|5.21\|1686018;2026-07-21\|6.05\|3.95\|5.92\|6.11\|5.47\|2416300;2026-07-22\|6.46\|6.78\|5.85\|6.50\|5.80\|2370309;2026-07-23\|6.29\|-2.63\|6.27\|6.77\|6.10\|2303237;2026-07-24\|5.66\|-10.02\|6.03\|6.08\|5.66\|1399519
9901	“算电协同”首次写入政府工作报告	热电联产+煤炭产销+一季报增长+央企行业原因： 5月28日，国金证券研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年4月23日年报，公司是黑龙江省最大的热电联产企业，火电装机容量位居黑龙江省首位，可控发电装机容量641.2万千瓦，占全省统调煤机装机容量31.75%，供热面积达1.47亿平方米。 2、据2026年4月23日年报，公司所属锦兴公司肖家洼煤矿核定产能1200万吨/年，2025年实现煤炭产量1138.31万吨，销量1130.99万吨，煤炭业务实现净利润14.64亿元，是公司核心盈利支撑。 3、据2026年4月23日公告披露2026年一季报，公司一季度营收50.05亿元，归母净利润6.02亿元，同比增长26.15%。 4、据公司披露，公司控股股东为华电煤业集团有限公司，实际控制人为中国华电集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国华电集团旗下，黑龙江最大发电及集中供热运营商；公司主营发电、供热及煤炭生产销售	2026-03-17\|4.25\|-3.41\|4.16\|4.42\|3.96\|3815615;2026-03-18\|4.56\|7.29\|4.23\|4.68\|4.21\|4647134;2026-03-19\|5.02\|10.09\|4.32\|5.02\|4.22\|5062779;2026-03-20\|5.52\|9.96\|5.05\|5.52\|5.02\|5500952;2026-03-23\|5.32\|-3.62\|5.31\|5.70\|4.97\|5046972;2026-03-24\|5.59\|5.08\|5.32\|5.66\|4.79\|4648353;2026-03-25\|6.15\|10.02\|5.50\|6.15\|5.30\|4620065;2026-03-26\|6.77\|10.08\|6.21\|6.77\|5.82\|5967171;2026-03-27\|6.68\|-1.33\|6.54\|7.16\|6.33\|5017501;2026-03-30\|6.01\|-10.03\|6.37\|6.52\|6.01\|1567129;2026-03-31\|6.41\|6.66\|5.60\|6.55\|5.60\|5204828;2026-04-01\|5.91\|-7.80\|6.27\|6.27\|5.77\|4322773;2026-04-02\|5.32\|-9.98\|5.92\|6.07\|5.32\|4134835;2026-04-03\|5.02\|-5.64\|5.21\|5.37\|4.97\|3657131;2026-04-07\|4.98\|-0.80\|5.00\|5.11\|4.86\|2414475;2026-04-08\|5.01\|0.60\|5.01\|5.09\|4.91\|2605964;2026-04-09\|4.80\|-4.19\|4.91\|4.92\|4.74\|2058743;2026-04-10\|4.75\|-1.04\|4.80\|4.84\|4.71\|1247762;2026-04-13\|4.86\|2.32\|4.75\|4.94\|4.71\|2692018;2026-04-14\|4.99\|2.67\|4.80\|5.08\|4.75\|3607592;2026-04-15\|4.68\|-6.21\|4.85\|4.88\|4.56\|2876530;2026-04-16\|4.62\|-1.28\|4.71\|4.71\|4.50\|1796428;2026-04-17\|4.49\|-2.81\|4.64\|4.71\|4.45\|1581588;2026-04-20\|4.58\|2.00\|4.49\|4.59\|4.47\|1411774;2026-04-21\|4.65\|1.53\|4.59\|4.86\|4.41\|2824787;2026-04-22\|4.79\|3.01\|4.60\|5.05\|4.52\|3779252;2026-04-23\|5.27\|10.02\|4.85\|5.27\|4.85\|3502379;2026-04-24\|5.80\|10.06\|5.53\|5.80\|5.43\|4986486;2026-04-27\|6.38\|10.00\|5.64\|6.38\|5.22\|5721151;2026-04-28\|7.02\|10.03\|6.33\|7.02\|6.27\|5637187;2026-04-29\|7.10\|1.14\|6.95\|7.63\|6.55\|5331039;2026-04-30\|6.59\|-7.18\|7.08\|7.17\|6.55\|4174515;2026-05-06\|6.92\|5.01\|6.60\|7.00\|6.58\|4391379;2026-05-07\|7.61\|9.97\|6.77\|7.61\|6.72\|3659797;2026-05-08\|7.51\|-1.31\|7.80\|8.21\|7.44\|5534876;2026-05-11\|7.80\|3.86\|7.42\|7.93\|7.26\|4269845;2026-05-12\|7.70\|-1.28\|7.72\|8.00\|7.10\|4149437;2026-05-13\|8.47\|10.00\|7.46\|8.47\|7.46\|3045804;2026-05-14\|8.00\|-5.55\|8.86\|9.06\|8.00\|5079108;2026-05-15\|7.62\|-4.75\|7.58\|8.40\|7.20\|3867129;2026-05-18\|6.98\|-8.40\|7.21\|7.48\|6.88\|3060503;2026-05-19\|7.00\|0.29\|6.80\|7.23\|6.65\|2670825;2026-05-20\|6.43\|-8.14\|6.90\|6.92\|6.36\|2359847;2026-05-21\|6.19\|-3.73\|6.31\|6.68\|6.17\|1704383;2026-05-22\|6.29\|1.62\|6.19\|6.34\|6.02\|1273724;2026-05-25\|6.92\|10.02\|6.29\|6.92\|6.27\|1415260;2026-05-26\|7.61\|9.97\|7.27\|7.61\|7.17\|2030758;2026-05-27\|8.37\|9.99\|7.86\|8.37\|7.71\|1283927;2026-05-28\|9.21\|10.04\|9.21\|9.21\|8.97\|2337869;2026-05-29\|10.13\|9.99\|9.75\|10.13\|9.75\|1687553;2026-06-01\|9.50\|-6.22\|10.38\|10.89\|9.13\|5105662;2026-06-02\|9.24\|-2.74\|9.50\|9.65\|8.87\|4068225;2026-06-03\|9.71\|5.09\|8.96\|10.03\|8.80\|5315045;2026-06-04\|10.39\|7.00\|9.30\|10.68\|9.20\|5666041;2026-06-05\|9.35\|-10.01\|10.18\|10.60\|9.35\|4284526;2026-06-08\|8.80\|-5.88\|8.42\|9.58\|8.42\|3366247;2026-06-09\|9.05\|2.84\|8.80\|9.20\|8.43\|3419246;2026-06-10\|8.43\|-6.85\|8.83\|8.91\|8.26\|2607655;2026-06-11\|8.12\|-3.68\|8.30\|8.50\|8.08\|1884694;2026-06-12\|8.09\|-0.37\|8.15\|8.93\|8.02\|2978774;2026-06-15\|8.56\|5.81\|8.09\|8.58\|7.77\|2455428;2026-06-16\|8.62\|0.70\|8.57\|8.80\|8.33\|2287300;2026-06-17\|8.30\|-3.71\|8.64\|8.73\|8.15\|1941158;2026-06-18\|7.88\|-5.06\|8.22\|8.25\|7.79\|1920314;2026-06-22\|8.08\|2.54\|7.85\|8.16\|7.70\|1586486;2026-06-23\|7.94\|-1.73\|7.88\|8.20\|7.73\|1436045;2026-06-24\|7.88\|-0.76\|7.83\|7.97\|7.47\|1567303;2026-06-25\|7.59\|-3.68\|7.88\|8.00\|7.54\|1137483;2026-06-26\|7.19\|-5.27\|7.58\|8.26\|7.17\|2628112;2026-06-29\|7.28\|1.25\|7.14\|7.42\|6.95\|1814871;2026-06-30\|7.12\|-2.20\|7.21\|7.23\|6.90\|1366124;2026-07-01\|7.33\|2.95\|7.12\|7.38\|7.00\|1336288;2026-07-02\|6.60\|-9.96\|7.30\|7.75\|6.60\|2358792;2026-07-03\|6.43\|-2.58\|6.63\|6.90\|6.36\|1871144;2026-07-06\|6.34\|-1.40\|6.51\|6.53\|6.28\|1172100;2026-07-07\|6.10\|-3.79\|6.28\|6.33\|6.03\|967903;2026-07-08\|5.90\|-3.28\|6.11\|6.16\|5.87\|847891;2026-07-09\|6.06\|2.71\|5.89\|6.15\|5.79\|1038529;2026-07-10\|6.20\|2.31\|6.07\|6.63\|6.04\|2185674;2026-07-13\|5.76\|-7.10\|6.00\|6.20\|5.73\|1500221;2026-07-14\|5.86\|1.74\|5.76\|5.88\|5.61\|982555;2026-07-15\|5.93\|1.19\|5.87\|6.11\|5.79\|975359;2026-07-16\|5.55\|-6.41\|5.82\|5.95\|5.51\|1012048;2026-07-17\|5.30\|-4.50\|5.51\|5.74\|5.25\|1629256;2026-07-20\|5.83\|10.00\|5.31\|5.83\|5.25\|1254847;2026-07-21\|6.00\|2.92\|6.24\|6.24\|5.30\|3896451;2026-07-22\|6.60\|10.00\|5.87\|6.60\|5.73\|3841359;2026-07-23\|6.98\|5.76\|6.68\|7.26\|6.47\|4375193;2026-07-24\|6.28\|-10.03\|6.55\|6.77\|6.28\|2826039
9900	“算电协同”首次写入政府工作报告	算电协同+储能+绿电直供行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月24日年报，韶关市政府已原则同意公司作为韶关集群源网荷储一体化试点实施主体，省发改委亦出具支持复函，公司正推进省、市能源主管部门及电网公司各项支持文件。 2、据2026年3月17日董事会决议并于3月18日公告，公司在韶关乐昌市设立注册资本10亿元全资孙公司，专注为韶关数据中心集群开发清洁电源，已完成选址图等前期工作。 3、据2026年2月25日公告，全资子公司新丰旭能与元碳公司签订2200万元独立储能电站合作协议，若顺利实施将对未来业绩产生积极影响。	子公司韶能算电拟出资10亿元设立乐昌全资孙公司开展源网荷储电源业务	2026-03-17\|6.12\|-2.86\|6.19\|6.41\|6.11\|973123;2026-03-18\|6.73\|9.97\|6.73\|6.73\|6.73\|312919;2026-03-19\|7.40\|9.96\|7.40\|7.40\|7.40\|322833;2026-03-20\|8.14\|10.00\|8.13\|8.14\|8.00\|1254237;2026-03-23\|7.33\|-9.95\|8.12\|8.50\|7.33\|3098802;2026-03-24\|8.06\|9.96\|7.50\|8.06\|7.33\|2858645;2026-03-25\|8.87\|10.05\|8.60\|8.87\|8.51\|2335394;2026-03-26\|8.07\|-9.02\|8.89\|9.00\|8.07\|3487608;2026-03-27\|7.80\|-3.35\|8.32\|8.45\|7.68\|2544071;2026-03-30\|7.34\|-5.90\|7.70\|7.79\|7.02\|2412681;2026-03-31\|6.85\|-6.68\|7.33\|7.36\|6.80\|1856013;2026-04-01\|6.86\|0.15\|6.93\|7.05\|6.73\|1376957;2026-04-02\|6.60\|-3.79\|6.85\|6.96\|6.49\|1317132;2026-04-03\|6.31\|-4.39\|6.62\|6.66\|6.28\|1042626;2026-04-07\|6.46\|2.38\|6.36\|6.53\|6.27\|802176;2026-04-08\|6.60\|2.17\|6.55\|6.60\|6.47\|939361;2026-04-09\|6.40\|-3.03\|6.49\|6.49\|6.34\|670670;2026-04-10\|6.38\|-0.31\|6.50\|6.53\|6.35\|566796;2026-04-13\|6.63\|3.92\|6.33\|6.66\|6.33\|1135178;2026-04-14\|6.61\|-0.30\|6.60\|6.75\|6.52\|864793;2026-04-15\|6.57\|-0.61\|6.62\|6.65\|6.43\|751302;2026-04-16\|6.64\|1.07\|6.57\|6.65\|6.43\|681749;2026-04-17\|6.63\|-0.15\|6.63\|6.82\|6.54\|613789;2026-04-20\|6.84\|3.17\|6.61\|6.88\|6.59\|1075948;2026-04-21\|7.11\|3.95\|6.86\|7.43\|6.60\|1979527;2026-04-22\|7.14\|0.42\|7.11\|7.32\|7.00\|1512783;2026-04-23\|7.51\|5.18\|7.16\|7.63\|6.84\|2064037;2026-04-24\|6.86\|-8.66\|7.24\|7.28\|6.80\|1640861;2026-04-27\|6.92\|0.87\|6.80\|7.05\|6.63\|1027583;2026-04-28\|6.78\|-2.02\|6.84\|6.98\|6.70\|962529;2026-04-29\|6.72\|-0.89\|6.74\|6.88\|6.60\|780076;2026-04-30\|6.57\|-2.23\|6.79\|6.80\|6.53\|767836;2026-05-06\|6.96\|5.94\|6.66\|6.97\|6.66\|966377;2026-05-07\|7.19\|3.30\|7.00\|7.38\|7.00\|1008343;2026-05-08\|7.26\|0.97\|7.16\|7.48\|7.15\|1162975;2026-05-11\|7.35\|1.24\|7.33\|7.43\|7.25\|964810;2026-05-12\|8.09\|10.07\|7.36\|8.09\|7.35\|723741;2026-05-13\|8.90\|10.01\|8.79\|8.90\|8.61\|747050;2026-05-14\|8.23\|-7.53\|9.79\|9.79\|8.15\|3628496;2026-05-15\|7.88\|-4.25\|8.17\|8.61\|7.49\|2734675;2026-05-18\|7.83\|-0.63\|7.60\|8.03\|7.60\|1635672;2026-05-19\|7.97\|1.79\|7.68\|8.07\|7.51\|1576637;2026-05-20\|7.24\|-9.16\|7.96\|7.97\|7.20\|1511866;2026-05-21\|7.26\|0.28\|7.28\|7.83\|7.20\|1190168;2026-05-22\|7.33\|0.96\|7.20\|7.45\|7.02\|915571;2026-05-25\|7.56\|3.14\|7.45\|7.62\|7.34\|967338;2026-05-26\|7.31\|-3.31\|7.43\|7.52\|7.21\|878864;2026-05-27\|8.04\|9.99\|7.28\|8.04\|7.23\|1960350;2026-05-28\|8.02\|-0.25\|8.11\|8.34\|7.75\|2424943;2026-05-29\|8.46\|5.49\|8.02\|8.63\|7.86\|2131473;2026-06-01\|8.17\|-3.43\|8.47\|8.49\|7.61\|1724840;2026-06-02\|8.99\|10.04\|8.02\|8.99\|7.74\|1647231;2026-06-03\|9.30\|3.45\|8.77\|9.89\|8.65\|3192424;2026-06-04\|8.60\|-7.53\|8.85\|9.16\|8.55\|2210719;2026-06-05\|7.97\|-7.33\|8.61\|8.98\|7.88\|1758943;2026-06-08\|7.56\|-5.14\|7.65\|8.07\|7.48\|1089436;2026-06-09\|7.64\|1.06\|7.60\|7.71\|7.23\|995579;2026-06-10\|7.08\|-7.33\|7.49\|7.49\|7.01\|958074;2026-06-11\|6.90\|-2.54\|7.02\|7.11\|6.84\|683146;2026-06-12\|6.74\|-2.32\|6.99\|7.04\|6.68\|709977;2026-06-15\|7.05\|4.60\|6.81\|7.06\|6.73\|627850;2026-06-16\|7.04\|-0.14\|7.01\|7.21\|6.97\|632280;2026-06-17\|7.08\|0.57\|7.07\|7.24\|6.83\|785654;2026-06-18\|6.61\|-6.64\|7.00\|7.07\|6.56\|921454;2026-06-22\|6.74\|1.97\|6.61\|6.75\|6.49\|610499;2026-06-23\|6.42\|-4.75\|6.70\|6.73\|6.36\|639280;2026-06-24\|6.26\|-2.49\|6.40\|6.48\|6.17\|553218;2026-06-25\|6.13\|-2.08\|6.25\|6.29\|6.07\|528206;2026-06-26\|5.91\|-3.59\|6.14\|6.27\|5.91\|656598;2026-06-29\|5.94\|0.51\|5.87\|6.02\|5.75\|510977;2026-06-30\|5.85\|-1.52\|5.90\|5.92\|5.76\|367999;2026-07-01\|6.44\|10.09\|6.44\|6.44\|6.44\|109161;2026-07-02\|7.08\|9.94\|6.92\|7.08\|6.78\|723811;2026-07-03\|6.60\|-6.78\|6.89\|6.89\|6.48\|1492012;2026-07-06\|7.19\|8.94\|6.66\|7.26\|6.54\|1754629;2026-07-07\|6.59\|-8.34\|6.90\|7.00\|6.52\|1144053;2026-07-08\|6.13\|-6.98\|6.45\|6.52\|6.11\|899804;2026-07-09\|6.21\|1.31\|6.15\|6.26\|6.02\|638269;2026-07-10\|6.43\|3.54\|6.25\|6.65\|6.16\|860545;2026-07-13\|6.31\|-1.87\|6.43\|6.58\|6.23\|652488;2026-07-14\|6.24\|-1.11\|6.29\|6.31\|6.08\|504989;2026-07-15\|6.32\|1.28\|6.25\|6.41\|6.14\|507374;2026-07-16\|6.14\|-2.85\|6.32\|6.38\|6.09\|529169;2026-07-17\|6.48\|5.54\|6.07\|6.66\|6.04\|1233777;2026-07-20\|7.05\|8.80\|6.49\|7.07\|6.40\|1517304;2026-07-21\|6.78\|-3.83\|6.79\|6.88\|6.40\|1315175;2026-07-22\|7.00\|3.24\|6.56\|7.09\|6.51\|1285596;2026-07-23\|6.91\|-1.29\|6.90\|7.12\|6.66\|1278051;2026-07-24\|6.24\|-9.70\|6.71\|6.83\|6.22\|1073497
9899	“算电协同”首次写入政府工作报告	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917;2026-07-20\|12.82\|10.04\|11.24\|12.82\|10.49\|2820788;2026-07-21\|13.56\|5.77\|12.98\|13.99\|11.80\|3326679;2026-07-22\|14.92\|10.03\|12.98\|14.92\|12.90\|2472884;2026-07-23\|16.41\|9.99\|15.30\|16.41\|14.85\|3417801;2026-07-24\|14.77\|-9.99\|15.92\|16.41\|14.77\|2914857
9898	美股光通信龙头创历史新高	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司为光纤光缆行业龙头，正在跟进CPO共封装光学技术，着力推动光通信模块产品的升级和整体研发水平，并已成功掌握 COB 高速光模块的封装能力	2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950
9897	美股光通信龙头创历史新高	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件	2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014
9896	美股光通信龙头创历史新高	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-03-17\|287.99\|-12.16\|315.08\|319.99\|286.00\|87586;2026-03-18\|300.39\|4.31\|300.00\|304.99\|290.34\|68081;2026-03-19\|301.99\|0.53\|300.00\|313.60\|295.00\|58227;2026-03-20\|312.10\|3.35\|319.99\|329.88\|303.36\|81275;2026-03-23\|284.61\|-8.81\|296.00\|307.54\|282.00\|57918;2026-03-24\|302.26\|6.20\|294.00\|306.96\|287.99\|48662;2026-03-25\|332.49\|10.00\|318.00\|352.00\|318.00\|78720;2026-03-26\|336.79\|1.29\|333.00\|352.64\|332.00\|61159;2026-03-27\|346.68\|2.94\|323.00\|353.66\|320.00\|58681;2026-03-30\|347.52\|0.24\|335.00\|353.00\|326.26\|44782;2026-03-31\|324.99\|-6.48\|334.00\|341.26\|319.02\|60915;2026-04-01\|366.00\|12.62\|340.00\|369.00\|334.62\|81634;2026-04-02\|374.64\|2.36\|367.99\|394.88\|367.99\|69138;2026-04-03\|391.14\|4.40\|395.00\|418.13\|390.61\|70691;2026-04-07\|370.22\|-5.35\|380.00\|388.00\|364.00\|62437;2026-04-08\|391.00\|5.61\|398.00\|398.16\|377.39\|55113;2026-04-09\|389.83\|-0.30\|387.77\|402.84\|384.00\|48842;2026-04-10\|388.30\|-0.39\|391.50\|398.86\|378.50\|54727;2026-04-13\|400.60\|3.17\|382.28\|406.98\|372.00\|50680;2026-04-14\|388.38\|-3.05\|398.21\|420.98\|384.25\|70178;2026-04-15\|379.98\|-2.16\|380.93\|399.99\|366.04\|73165;2026-04-16\|396.00\|4.22\|379.00\|400.98\|375.01\|48584;2026-04-17\|388.93\|-1.79\|400.00\|418.00\|376.94\|81353;2026-04-20\|378.88\|-2.58\|393.72\|395.95\|369.98\|62593;2026-04-21\|375.60\|-0.87\|371.83\|381.21\|366.33\|40044;2026-04-22\|393.00\|4.63\|368.00\|401.89\|365.00\|62322;2026-04-23\|359.00\|-8.65\|395.00\|408.83\|358.00\|73478;2026-04-24\|352.00\|-1.95\|358.01\|369.19\|341.36\|56219;2026-04-27\|360.90\|2.53\|348.00\|361.00\|338.38\|46609;2026-04-28\|366.19\|1.47\|366.00\|376.96\|360.30\|46805;2026-04-29\|349.40\|-4.59\|355.36\|363.80\|340.00\|47430;2026-04-30\|357.98\|2.46\|354.00\|361.79\|349.02\|38082;2026-05-06\|351.96\|-1.68\|365.13\|370.00\|348.00\|56318;2026-05-07\|422.35\|20.00\|352.00\|422.35\|348.18\|90592;2026-05-08\|434.64\|2.91\|430.00\|436.98\|402.35\|90284;2026-05-11\|478.10\|10.00\|460.08\|496.00\|455.00\|90072;2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357
9895	美股光通信龙头创历史新高	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-03-17\|160.03\|-9.72\|173.01\|174.06\|155.98\|142620;2026-03-18\|164.01\|2.49\|162.00\|165.99\|156.99\|96238;2026-03-19\|182.59\|11.33\|160.10\|189.60\|159.29\|185017;2026-03-20\|203.14\|11.25\|199.99\|218.80\|199.99\|264884;2026-03-23\|191.00\|-5.98\|191.43\|207.47\|186.55\|172307;2026-03-24\|195.99\|2.61\|192.57\|196.66\|182.01\|172646;2026-03-25\|224.18\|14.38\|210.00\|233.25\|210.00\|185758;2026-03-26\|227.88\|1.65\|219.19\|234.00\|219.19\|168156;2026-03-27\|229.85\|0.86\|213.00\|236.00\|211.89\|157385;2026-03-30\|223.16\|-2.91\|228.00\|232.00\|220.10\|117259;2026-03-31\|206.00\|-7.69\|213.50\|215.80\|204.60\|152732;2026-04-01\|227.20\|10.29\|217.00\|229.30\|210.61\|161566;2026-04-02\|216.55\|-4.69\|225.00\|232.94\|215.42\|115416;2026-04-03\|236.93\|9.41\|226.00\|249.79\|225.99\|154934;2026-04-07\|228.50\|-3.56\|233.45\|240.00\|225.50\|133041;2026-04-08\|238.68\|4.46\|245.00\|245.50\|229.19\|148224;2026-04-09\|230.05\|-3.62\|230.23\|235.89\|227.00\|133713;2026-04-10\|239.39\|4.06\|229.00\|249.88\|218.80\|218059;2026-04-13\|255.90\|6.90\|233.00\|262.66\|233.00\|177860;2026-04-14\|289.00\|12.93\|260.76\|304.93\|260.76\|203378;2026-04-15\|292.50\|1.21\|290.00\|307.90\|287.00\|145577;2026-04-16\|298.00\|1.88\|298.16\|309.21\|288.00\|140336;2026-04-17\|328.01\|10.07\|307.00\|344.04\|306.94\|177604;2026-04-20\|309.18\|-5.74\|306.99\|327.98\|306.00\|176423;2026-04-21\|310.76\|0.51\|301.30\|312.00\|296.00\|142590;2026-04-22\|372.91\|20.00\|322.00\|372.91\|322.00\|220516;2026-04-23\|367.00\|-1.58\|383.90\|385.34\|358.16\|185953;2026-04-24\|385.73\|5.10\|380.45\|410.00\|375.00\|185003;2026-04-27\|385.00\|-0.19\|392.94\|396.66\|370.00\|157006;2026-04-28\|364.59\|-5.30\|393.93\|398.98\|358.00\|161311;2026-04-29\|351.20\|-3.67\|352.06\|368.50\|347.39\|158775;2026-04-30\|352.03\|0.24\|372.00\|379.89\|344.06\|154678;2026-05-06\|372.01\|5.68\|355.00\|390.00\|344.20\|169276;2026-05-07\|392.87\|5.61\|364.65\|399.41\|344.30\|187364;2026-05-08\|438.88\|11.71\|376.88\|449.99\|376.87\|180197;2026-05-11\|433.30\|-1.27\|438.89\|449.18\|420.00\|150821;2026-05-12\|431.49\|-0.42\|444.44\|460.00\|430.10\|119119;2026-05-13\|436.90\|1.25\|419.00\|438.80\|419.00\|102355;2026-05-14\|448.10\|2.56\|443.00\|463.37\|430.89\|125910;2026-05-15\|418.31\|-6.65\|458.88\|460.00\|412.00\|118086;2026-05-18\|408.02\|-2.46\|410.00\|424.99\|403.50\|96283;2026-05-19\|401.71\|-1.55\|396.88\|403.45\|383.83\|104316;2026-05-20\|393.98\|-1.92\|399.59\|401.96\|380.00\|117646;2026-05-21\|356.97\|-9.39\|395.00\|396.90\|355.00\|166810;2026-05-22\|376.10\|5.36\|366.60\|387.83\|355.20\|141486;2026-05-25\|375.68\|-0.11\|377.91\|382.70\|365.10\|127631;2026-05-26\|357.80\|-4.76\|370.00\|373.33\|347.00\|137751;2026-05-27\|360.34\|0.71\|357.80\|375.88\|350.02\|124847;2026-05-28\|395.58\|9.78\|363.19\|400.00\|344.25\|193236;2026-05-29\|394.74\|-0.21\|392.00\|409.70\|374.51\|194536;2026-06-01\|340.00\|-13.87\|375.00\|375.60\|335.04\|161938;2026-06-02\|353.70\|4.03\|346.99\|362.60\|330.91\|133439;2026-06-03\|381.01\|7.72\|366.58\|407.56\|366.58\|194857;2026-06-04\|389.90\|2.33\|365.00\|395.56\|365.00\|140967;2026-06-05\|368.61\|-5.46\|380.00\|412.00\|368.53\|152665;2026-06-08\|334.00\|-9.39\|340.00\|353.31\|330.01\|124066;2026-06-09\|360.88\|8.05\|343.00\|370.93\|335.27\|127716;2026-06-10\|342.00\|-5.23\|350.17\|351.86\|333.01\|103286;2026-06-11\|361.27\|5.63\|342.00\|375.95\|342.00\|130587;2026-06-12\|334.35\|-7.45\|378.97\|379.26\|328.86\|145977;2026-06-15\|360.50\|7.82\|338.00\|360.60\|323.20\|124635;2026-06-16\|375.33\|4.11\|360.95\|387.98\|355.00\|147915;2026-06-17\|371.50\|-1.02\|360.90\|376.00\|360.00\|141403;2026-06-18\|391.07\|5.27\|381.00\|401.20\|377.00\|166235;2026-06-22\|412.37\|5.45\|391.00\|415.00\|378.00\|181099;2026-06-23\|392.05\|-4.93\|403.00\|410.00\|382.50\|118896;2026-06-24\|420.00\|7.13\|384.50\|420.00\|384.50\|136329;2026-06-25\|441.80\|5.19\|428.00\|450.99\|414.00\|149241;2026-06-26\|396.00\|-10.37\|425.05\|439.00\|395.01\|132659;2026-06-29\|418.33\|5.64\|401.27\|435.13\|390.00\|127245;2026-06-30\|502.00\|20.00\|423.00\|502.00\|420.51\|205087;2026-07-01\|474.35\|-5.51\|504.00\|509.11\|465.00\|163547;2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048
9894	美股光通信龙头创历史新高	特种光纤+CPO+商业航天行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2025年年度报告，公司主营光纤环及特种光纤，2025年营收3.98亿元、净利2393万元，同比增20.32%、33.37%，光纤环器件订单放量推动业绩增长。 2、据2025年7月18日公告及2025年10月13日股份登记完成，公司并购生一升100%股权切入CPO产业链，生一升400G/800G高速光模块无源器件已批量销售，1.6T产品客户验证中。 3、据2026年4月10日微信公众号，公司60/100超细径保偏光纤已用于多家单位卫星项目；据2025年12月4日机构调研，第三代光纤陀螺光子芯片完成流片，可广泛用于商业航天及军工。	国内专业从事光纤陀螺核心器件光纤环及其综合解决方案研发、生产、销售和服务提供商	2026-03-17\|53.44\|-7.70\|57.58\|58.45\|53.44\|60586;2026-03-18\|55.18\|3.26\|54.00\|55.41\|52.00\|41905;2026-03-19\|53.22\|-3.55\|54.00\|55.27\|52.78\|36262;2026-03-20\|51.11\|-3.96\|54.40\|55.30\|50.96\|65757;2026-03-23\|46.61\|-8.80\|49.23\|49.89\|46.02\|61035;2026-03-24\|48.46\|3.97\|48.01\|48.47\|46.11\|49868;2026-03-25\|55.50\|14.53\|50.71\|56.66\|50.71\|112330;2026-03-26\|58.64\|5.66\|56.00\|60.48\|55.03\|156989;2026-03-27\|59.12\|0.82\|57.66\|59.45\|55.51\|101384;2026-03-30\|59.18\|0.10\|57.46\|60.86\|57.46\|79674;2026-03-31\|56.00\|-5.37\|59.01\|59.18\|55.51\|93961;2026-04-01\|55.88\|-0.21\|57.40\|58.00\|54.49\|81490;2026-04-02\|61.70\|10.42\|55.51\|63.80\|55.00\|209413;2026-04-03\|62.40\|1.13\|62.06\|64.14\|60.70\|132344;2026-04-07\|61.29\|-1.78\|61.87\|63.98\|60.80\|97147;2026-04-08\|64.05\|4.50\|63.00\|64.33\|62.00\|134673;2026-04-09\|65.82\|2.76\|62.99\|67.13\|61.88\|154565;2026-04-10\|63.84\|-3.01\|65.00\|68.65\|63.48\|168537;2026-04-13\|64.82\|1.54\|64.00\|65.57\|62.88\|115732;2026-04-14\|63.11\|-2.64\|64.81\|65.05\|62.14\|117006;2026-04-15\|61.75\|-2.15\|62.70\|63.80\|61.00\|84813;2026-04-16\|64.26\|4.06\|61.75\|65.80\|60.30\|119353;2026-04-17\|69.56\|8.25\|65.48\|73.50\|65.26\|189940;2026-04-20\|69.20\|-0.52\|69.91\|71.00\|68.66\|104756;2026-04-21\|68.45\|-1.08\|69.57\|69.57\|66.81\|75130;2026-04-22\|78.76\|15.06\|67.77\|79.50\|67.70\|200953;2026-04-23\|72.84\|-7.52\|77.41\|79.48\|72.28\|150385;2026-04-24\|69.57\|-4.49\|72.28\|72.68\|68.18\|104304;2026-04-27\|68.62\|-1.37\|69.57\|71.20\|67.59\|96165;2026-04-28\|65.10\|-5.13\|67.37\|67.85\|64.52\|88270;2026-04-29\|63.93\|-1.80\|64.20\|65.20\|63.01\|72852;2026-04-30\|62.40\|-2.39\|64.52\|65.20\|62.18\|74993;2026-05-06\|67.60\|8.33\|64.61\|69.75\|64.61\|133867;2026-05-07\|70.20\|3.85\|70.39\|71.37\|67.24\|125337;2026-05-08\|70.76\|0.80\|67.28\|71.21\|67.21\|135175;2026-05-11\|71.60\|1.19\|72.03\|72.45\|69.52\|120768;2026-05-12\|77.00\|7.54\|73.00\|77.70\|71.50\|152829;2026-05-13\|76.37\|-0.82\|75.00\|80.86\|74.58\|138335;2026-05-14\|91.60\|19.94\|78.54\|91.64\|78.54\|226892;2026-05-15\|108.20\|18.12\|94.00\|109.92\|94.00\|319657;2026-05-18\|129.84\|20.00\|111.79\|129.84\|111.58\|288462;2026-05-19\|131.60\|1.36\|123.35\|132.80\|120.03\|192050;2026-05-20\|142.39\|8.20\|132.89\|147.78\|132.89\|141386;2026-05-21\|132.00\|-7.30\|140.32\|141.13\|128.50\|120104;2026-05-22\|138.47\|4.90\|132.00\|140.86\|125.52\|80674;2026-05-25\|152.50\|10.13\|143.81\|155.00\|136.50\|104475;2026-05-26\|143.84\|-5.68\|149.00\|150.60\|140.00\|98277;2026-05-27\|149.01\|3.59\|146.50\|153.08\|141.00\|87303;2026-05-28\|171.20\|14.89\|149.60\|178.81\|144.00\|106350;2026-05-29\|169.00\|-1.28\|170.65\|186.16\|159.00\|108378;2026-06-01\|153.33\|-9.27\|170.01\|174.00\|137.78\|128668;2026-06-02\|175.00\|14.13\|151.43\|175.47\|151.00\|98373;2026-06-03\|185.79\|6.17\|184.50\|195.53\|174.00\|136375;2026-06-04\|180.50\|-2.85\|179.60\|186.00\|169.50\|91844;2026-06-05\|176.80\|-2.05\|176.00\|186.96\|171.01\|71169;2026-06-08\|184.79\|4.52\|165.00\|186.88\|163.10\|87560;2026-06-09\|189.90\|2.77\|188.06\|195.00\|179.06\|91087;2026-06-10\|191.24\|0.71\|185.00\|206.66\|184.00\|93941;2026-06-11\|192.66\|0.74\|189.75\|203.30\|177.89\|85006;2026-06-12\|179.00\|-7.09\|194.14\|200.00\|178.00\|74791;2026-06-15\|189.20\|5.70\|182.00\|190.01\|171.00\|78650;2026-06-16\|218.00\|15.22\|187.64\|227.04\|187.32\|101906;2026-06-23\|226.00\|3.67\|228.00\|255.00\|217.80\|115760;2026-06-24\|236.20\|4.51\|217.81\|239.79\|207.04\|90893;2026-06-25\|240.70\|1.91\|236.20\|253.00\|230.00\|70591;2026-06-26\|215.00\|-10.68\|230.27\|234.99\|210.00\|74133;2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|122015;2026-07-13\|125.28\|-20.00\|152.51\|160.00\|125.28\|158809;2026-07-14\|127.60\|1.85\|122.08\|131.60\|120.01\|128110;2026-07-15\|127.10\|-0.39\|131.44\|135.96\|126.07\|100317;2026-07-16\|116.50\|-8.34\|124.00\|127.20\|113.00\|110085;2026-07-17\|101.73\|-12.64\|114.12\|114.87\|101.00\|107895;2026-07-20\|103.00\|1.25\|115.49\|119.74\|99.01\|152579;2026-07-21\|110.00\|6.80\|105.05\|111.88\|84.84\|180262;2026-07-22\|100.00\|-9.09\|107.92\|110.91\|99.66\|136928;2026-07-23\|100.99\|0.99\|102.00\|108.88\|99.11\|91015;2026-07-24\|96.84\|-4.11\|97.03\|102.66\|96.00\|71115
9893	美股光通信龙头创历史新高	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.69\|-10.00\|60.20\|60.34\|55.69\|110696;2026-07-14\|55.00\|-1.24\|54.50\|55.48\|50.72\|130859;2026-07-15\|56.49\|2.71\|57.64\|59.20\|56.00\|154783;2026-07-16\|51.65\|-8.57\|53.22\|54.63\|51.12\|122515;2026-07-17\|46.39\|-9.99\|49.89\|50.96\|46.39\|136150;2026-07-20\|46.30\|-0.19\|47.56\|49.22\|43.89\|164816;2026-07-21\|47.35\|2.27\|45.80\|47.67\|41.67\|193812;2026-07-22\|45.10\|-4.75\|46.56\|47.29\|45.01\|134724;2026-07-23\|45.17\|0.16\|44.96\|46.85\|44.51\|92472;2026-07-24\|43.38\|-3.96\|44.27\|45.30\|43.13\|66960
9892	美股光通信龙头创历史新高	MPO+光纤连接头+机器人+模塑一体化行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公告，公司收购久腾通讯科技湖州有限公司51%股权的交易已完成工商变更登记，标的公司主营MPO跳线及核心零部件MT插芯产品的研发及生产。 2、据2026年3月27日异常波动公告，近期资本市场对“光纤”等概念的关注度较高，公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、光纤接入盒等，但数据中心MPO项目收入占比较小。 3、据2025年年度报告，公司深耕精密注塑模具领域，已形成“精密注塑模具+注塑件+健康产品”模塑一体化产业链，业务布局汽车、电子/机器人等应用市场。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-03-17\|84.07\|-6.99\|90.40\|90.51\|84.00\|37587;2026-03-18\|89.80\|6.82\|85.30\|90.39\|83.83\|40984;2026-03-19\|86.57\|-3.60\|87.72\|88.60\|85.20\|39212;2026-03-20\|92.48\|6.83\|89.99\|97.93\|89.00\|108823;2026-03-23\|85.31\|-7.75\|90.18\|91.00\|84.42\|69887;2026-03-24\|91.80\|7.61\|88.65\|92.09\|86.00\|59331;2026-03-25\|110.16\|20.00\|96.99\|110.16\|96.41\|118282;2026-03-26\|114.25\|3.71\|112.00\|117.66\|106.85\|128851;2026-03-27\|109.66\|-4.02\|110.69\|112.10\|104.14\|88987;2026-03-30\|103.98\|-5.18\|108.00\|108.00\|100.11\|79786;2026-03-31\|99.60\|-4.21\|102.00\|105.75\|98.00\|67647;2026-04-01\|104.00\|4.42\|107.73\|108.88\|100.38\|76377;2026-04-02\|102.47\|-1.47\|102.88\|106.49\|101.11\|49406;2026-04-03\|101.01\|-1.42\|104.50\|105.20\|100.60\|45446;2026-04-07\|96.78\|-4.19\|101.01\|101.50\|95.58\|47547;2026-04-08\|104.48\|7.96\|103.33\|105.50\|98.06\|76899;2026-04-09\|107.30\|2.70\|101.90\|108.51\|100.70\|55359;2026-04-10\|111.20\|3.63\|106.16\|113.50\|104.78\|80691;2026-04-13\|110.55\|-0.58\|108.00\|115.64\|108.00\|67733;2026-04-14\|115.77\|4.72\|110.79\|117.70\|110.79\|64177;2026-04-15\|118.80\|2.62\|115.77\|121.00\|112.38\|69213;2026-04-16\|119.40\|0.51\|118.80\|122.22\|115.50\|60793;2026-04-17\|117.11\|-1.92\|118.21\|121.68\|116.01\|54626;2026-04-20\|123.72\|5.64\|118.29\|125.37\|116.00\|63869;2026-04-21\|121.40\|-1.88\|121.94\|126.33\|117.32\|49040;2026-04-22\|124.81\|2.81\|120.99\|125.83\|120.04\|36437;2026-04-23\|121.00\|-3.05\|124.06\|125.18\|119.00\|39631;2026-04-24\|114.70\|-5.21\|116.70\|120.62\|113.60\|48525;2026-04-27\|117.37\|2.33\|115.65\|118.75\|115.03\|32610;2026-04-28\|116.50\|-0.74\|115.74\|117.87\|114.10\|27475;2026-04-29\|112.85\|-3.13\|117.70\|118.09\|109.29\|41105;2026-04-30\|118.50\|5.01\|113.70\|120.80\|109.92\|54041;2026-05-06\|115.81\|-2.27\|118.61\|119.90\|115.05\|42841;2026-05-07\|119.30\|3.01\|117.00\|120.90\|116.00\|45321;2026-05-08\|125.00\|4.78\|117.60\|127.44\|115.53\|58137;2026-05-11\|127.24\|1.79\|127.36\|130.00\|123.96\|47372;2026-05-12\|152.69\|20.00\|129.80\|152.69\|127.01\|142750;2026-05-13\|169.00\|10.68\|149.51\|170.63\|148.00\|121458;2026-05-14\|164.71\|-2.54\|167.48\|175.84\|161.30\|105921;2026-05-15\|154.98\|-5.91\|164.22\|166.41\|153.50\|76710;2026-05-18\|153.89\|-0.70\|154.00\|156.13\|147.96\|66875;2026-05-19\|153.00\|-0.58\|153.43\|154.30\|147.22\|56483;2026-05-20\|154.08\|0.71\|151.02\|155.15\|149.03\|55140;2026-05-21\|140.68\|-8.70\|153.01\|154.88\|139.06\|56132;2026-05-22\|146.95\|4.46\|142.94\|149.37\|140.50\|47300;2026-05-25\|147.93\|0.67\|150.60\|150.60\|143.00\|36658;2026-05-26\|141.25\|-4.52\|149.19\|149.19\|138.38\|39659;2026-05-27\|135.46\|-4.10\|141.26\|142.50\|133.83\|31576;2026-05-28\|133.50\|-1.45\|134.64\|136.40\|128.55\|34364;2026-05-29\|121.94\|-8.66\|135.00\|135.70\|121.44\|38968;2026-06-01\|118.50\|-2.82\|121.86\|125.97\|117.94\|38506;2026-06-02\|118.99\|0.41\|118.82\|120.40\|115.34\|33673;2026-06-03\|125.13\|5.16\|122.55\|129.01\|121.35\|53142;2026-06-04\|135.97\|8.66\|129.99\|137.95\|123.20\|76205;2026-06-05\|150.00\|10.32\|136.01\|153.00\|132.60\|98623;2026-06-08\|139.58\|-6.95\|142.09\|152.25\|137.00\|73227;2026-06-09\|158.40\|13.48\|153.00\|162.00\|147.61\|94025;2026-06-10\|154.60\|-2.40\|154.16\|157.19\|150.27\|49213;2026-06-11\|158.89\|2.77\|151.67\|166.90\|151.67\|66637;2026-06-12\|159.82\|0.59\|169.54\|172.50\|156.55\|60861;2026-06-15\|191.78\|20.00\|178.88\|191.78\|163.11\|88217;2026-06-16\|201.09\|4.85\|199.00\|206.96\|195.00\|97608;2026-06-17\|194.86\|-3.10\|198.01\|199.98\|186.00\|72537;2026-06-18\|196.40\|0.79\|190.00\|201.98\|188.00\|67844;2026-06-22\|209.28\|6.56\|213.15\|213.50\|200.01\|68326;2026-06-23\|193.00\|-7.78\|204.53\|204.91\|189.25\|51472;2026-06-24\|144.72\|-2.16\|147.98\|150.88\|141.00\|68673;2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|102.85\|-9.77\|112.79\|114.01\|102.31\|73630;2026-07-14\|106.41\|3.46\|104.77\|109.00\|100.21\|53425;2026-07-15\|103.37\|-2.86\|107.59\|111.43\|102.00\|36037;2026-07-16\|96.69\|-6.46\|101.82\|103.49\|95.88\|46066;2026-07-17\|84.61\|-12.49\|97.00\|97.03\|84.23\|58872;2026-07-20\|75.33\|-10.97\|86.73\|88.28\|72.22\|77161;2026-07-21\|81.39\|8.04\|77.00\|81.89\|67.00\|75405;2026-07-22\|79.24\|-2.64\|80.34\|83.42\|78.56\|54123;2026-07-23\|78.21\|-1.30\|79.32\|81.99\|77.28\|40212;2026-07-24\|75.10\|-3.98\|77.29\|78.56\|74.51\|42036
9891	美股光通信龙头创历史新高	800G交换机+硅光芯片+机器人代工+唐山国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月7日公告，公司拟以5,000万元增资弘光向尚，获7.06%股权，标的公司400G/800G/1.6T硅光芯片已具备完整供应链，可适配数据中心及5G/6G场景，形成CPO概念联动。 2、据2025年年度报告，公司具备100-800G数据中心交换机代工能力，2025年服务器累计产出超4万台，数通业务收入同比增长18.04%，直接受益AI算力需求。 3、据2025年年度报告及2026年5月11日机构调研，公司清洁及家居机器人业务首年营收超1.8亿元并实现盈利，越南基地为北美S客户整机代工，产能快速释放。 4、据2026年3月5日公告及公司披露，唐山工业控股集团有限公司为控股股东，最终控制人为唐山市国资委，具备地方国资背景。	1、参股孙公司山东华云光电技术有限公司致力于光模块等产品的研发、生产及销售； 2、公司Wi-Fi7万兆路由器实现批量生产及出货，持续获取国内外大客户 Wi-Fi7 新项目，成功完成国内海思方案Wi-Fi 产品开发； 3、参股公司芯物科技近期获多家半导体产业链公司入股，标的是国家级传感器技术和工艺的研发平台	2026-03-17\|12.18\|-4.62\|12.77\|12.82\|12.17\|300184;2026-03-18\|12.84\|5.42\|12.42\|12.86\|12.24\|349935;2026-03-19\|12.71\|-1.01\|12.66\|12.96\|12.63\|357567;2026-03-20\|12.26\|-3.54\|12.90\|12.97\|12.20\|356227;2026-03-23\|11.04\|-9.95\|11.84\|11.98\|11.03\|499022;2026-03-24\|11.63\|5.34\|11.24\|11.65\|10.76\|465620;2026-03-25\|12.79\|9.97\|11.75\|12.79\|11.75\|629459;2026-03-26\|13.09\|2.35\|13.00\|13.59\|12.87\|984232;2026-03-27\|13.07\|-0.15\|13.15\|13.30\|12.77\|486346;2026-03-30\|13.09\|0.15\|12.86\|13.20\|12.71\|422378;2026-03-31\|13.16\|0.53\|12.96\|13.38\|12.69\|483564;2026-04-01\|13.37\|1.60\|13.08\|13.44\|13.08\|803397;2026-04-02\|13.06\|-2.32\|13.25\|13.43\|13.02\|563807;2026-04-03\|13.25\|1.45\|13.32\|13.36\|12.84\|532281;2026-04-07\|13.71\|3.47\|13.28\|13.83\|13.20\|806646;2026-04-08\|13.96\|1.82\|13.77\|13.96\|13.55\|872552;2026-04-09\|14.41\|3.22\|13.67\|14.47\|13.58\|961351;2026-04-10\|13.79\|-4.30\|14.22\|14.26\|13.74\|858385;2026-04-13\|14.18\|2.83\|13.59\|14.47\|13.55\|778603;2026-04-14\|13.92\|-1.83\|14.17\|14.28\|13.81\|644396;2026-04-15\|13.66\|-1.87\|13.90\|14.03\|13.57\|495911;2026-04-16\|13.80\|1.02\|13.65\|14.02\|13.45\|426543;2026-04-17\|15.18\|10.00\|13.78\|15.18\|13.78\|712268;2026-04-20\|14.85\|-2.17\|15.03\|15.03\|14.65\|991750;2026-04-21\|14.44\|-2.76\|14.88\|14.91\|14.17\|681048;2026-04-22\|15.16\|4.99\|14.31\|15.49\|14.31\|988337;2026-04-23\|14.57\|-3.89\|15.16\|15.28\|14.50\|701109;2026-04-24\|15.11\|3.71\|14.48\|15.32\|14.07\|937585;2026-04-27\|14.73\|-2.51\|14.93\|14.93\|14.33\|609053;2026-04-28\|13.98\|-5.09\|14.52\|14.87\|13.72\|660009;2026-04-29\|14.65\|4.79\|13.80\|15.38\|13.77\|973960;2026-04-30\|14.64\|-0.07\|14.60\|15.06\|14.23\|656865;2026-05-06\|15.04\|2.73\|14.71\|15.29\|14.71\|687263;2026-05-07\|15.33\|1.93\|16.00\|16.12\|15.14\|1167270;2026-05-08\|15.73\|2.61\|15.33\|15.87\|14.88\|1079778;2026-05-11\|15.94\|1.33\|15.84\|16.09\|15.19\|1073166;2026-05-12\|15.88\|-0.38\|15.71\|16.38\|15.50\|847824;2026-05-13\|16.09\|1.32\|15.32\|16.21\|15.31\|804135;2026-05-14\|17.70\|10.01\|17.70\|17.70\|17.00\|957353;2026-05-15\|15.93\|-10.00\|16.88\|16.88\|15.93\|1387604;2026-05-18\|15.63\|-1.88\|15.19\|15.97\|14.73\|725170;2026-05-19\|15.52\|-0.70\|15.43\|15.61\|14.88\|691278;2026-05-20\|15.58\|0.39\|15.51\|16.05\|15.07\|661014;2026-05-21\|14.02\|-10.01\|15.58\|15.58\|14.02\|948573;2026-05-22\|14.22\|1.43\|14.02\|14.30\|13.80\|544296;2026-05-25\|14.18\|-0.28\|14.11\|14.58\|13.91\|455661;2026-05-26\|13.41\|-5.43\|13.98\|14.00\|13.15\|586470;2026-05-27\|12.90\|-3.80\|13.30\|13.38\|12.80\|429671;2026-05-28\|13.39\|3.80\|12.78\|13.50\|12.71\|430148;2026-05-29\|12.79\|-4.48\|13.59\|13.67\|12.62\|404602;2026-06-01\|12.59\|-1.56\|12.79\|13.00\|12.54\|279318;2026-06-02\|12.68\|0.71\|12.56\|12.81\|12.29\|298666;2026-06-03\|12.98\|2.37\|13.17\|13.49\|12.81\|524715;2026-06-04\|13.25\|2.08\|13.24\|13.75\|13.18\|454898;2026-06-05\|13.41\|1.21\|12.99\|13.71\|12.91\|509377;2026-06-08\|12.35\|-7.90\|12.89\|13.01\|12.26\|424751;2026-06-09\|12.61\|2.11\|12.46\|12.62\|12.21\|295578;2026-06-10\|12.11\|-3.97\|12.42\|12.44\|11.94\|313389;2026-06-11\|11.91\|-1.65\|12.05\|12.20\|11.83\|229263;2026-06-12\|12.16\|2.10\|12.12\|12.43\|12.11\|262434;2026-06-15\|12.72\|4.61\|12.38\|12.75\|12.25\|314207;2026-06-16\|12.93\|1.65\|12.72\|13.05\|12.60\|287040;2026-06-17\|13.32\|3.02\|12.73\|13.46\|12.71\|400666;2026-06-18\|13.20\|-0.90\|13.44\|13.44\|13.06\|313041;2026-06-22\|13.12\|-0.61\|13.15\|13.37\|12.68\|347077;2026-06-23\|12.77\|-2.67\|13.05\|13.18\|12.66\|285502;2026-06-24\|12.66\|-0.86\|12.75\|12.94\|12.53\|260645;2026-06-25\|12.36\|-2.37\|12.78\|12.81\|12.22\|288792;2026-06-26\|11.64\|-5.83\|12.22\|12.22\|11.61\|303417;2026-06-29\|11.01\|-5.17\|11.50\|11.55\|10.70\|300473;2026-06-30\|12.11\|9.99\|11.12\|12.11\|10.91\|315172;2026-07-01\|12.05\|-0.50\|12.11\|12.42\|12.01\|377930;2026-07-02\|11.79\|-2.16\|11.95\|12.22\|11.61\|300133;2026-07-03\|12.20\|3.48\|12.24\|12.58\|12.00\|386878;2026-07-06\|13.42\|10.00\|12.01\|13.42\|11.85\|718623;2026-07-07\|13.51\|0.67\|12.93\|13.93\|12.81\|951815;2026-07-08\|14.44\|6.88\|13.31\|14.72\|13.26\|1075792;2026-07-09\|13.42\|-7.06\|13.30\|13.95\|13.00\|1027461;2026-07-10\|14.20\|5.81\|13.46\|14.43\|13.41\|935607;2026-07-13\|14.80\|4.23\|13.66\|14.83\|13.60\|1100672;2026-07-14\|14.26\|-3.65\|14.66\|14.98\|13.38\|838440;2026-07-15\|12.87\|-9.75\|13.96\|13.97\|12.86\|752482;2026-07-16\|13.59\|5.59\|12.30\|14.16\|12.20\|1043058;2026-07-17\|14.95\|10.01\|13.31\|14.95\|12.90\|1226157;2026-07-20\|13.57\|-9.23\|16.45\|16.45\|13.47\|1770412;2026-07-21\|14.93\|10.02\|13.13\|14.93\|12.73\|1333155;2026-07-22\|16.42\|9.98\|15.98\|16.42\|15.81\|1110838;2026-07-23\|16.60\|1.10\|17.06\|17.64\|16.00\|2139879;2026-07-24\|15.77\|-5.00\|15.75\|17.88\|15.75\|1700669
9890	美股光通信龙头创历史新高	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397;2026-07-22\|59.16\|-2.09\|59.88\|61.68\|58.80\|1062223;2026-07-23\|61.19\|3.43\|59.16\|61.98\|58.65\|1209696;2026-07-24\|60.59\|-0.98\|60.00\|62.49\|59.60\|757369
9889	美股光通信龙头创历史新高	光纤光缆+分红送转+解除质押行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年4月21日年报及2026年6月5日互动易，公司主营光通信及无线通信网络建设产品，2025年光缆类收入占营收比例达55.73%，产品覆盖ODN全系列及光纤、光缆、光器件。 2、据2026年6月16日公告，公司2025年年度权益分派方案为每股派发现金红利0.015元含税，以资本公积金向全体股东每股转增0.3股，股权登记日为2026年6月22日。 3、据2026年6月16日公告，控股股东、实际控制人胥爱民先生近日办理了400万股股份解除质押登记，累计质押股份占其持股总数27.91%。	信息通信网络基础设施解决方案提供商；公司主要产品覆盖了从局端OLT到用户端ONU的全系列ODN及无线通信网络建设产品，包括ODN物理连接及保护设备、光无源器件、光缆等光通信产品及微波无源器件、POI多路接入等无线通信网络建设产品	2026-03-17\|19.56\|-5.64\|20.70\|20.95\|19.49\|210128;2026-03-18\|19.76\|1.02\|19.95\|19.98\|19.10\|136402;2026-03-19\|20.69\|4.71\|19.30\|21.74\|19.12\|388098;2026-03-20\|19.83\|-4.16\|21.10\|21.68\|19.80\|277201;2026-03-23\|18.21\|-8.17\|18.70\|19.33\|18.00\|220273;2026-03-24\|19.32\|6.10\|18.72\|19.39\|18.31\|194458;2026-03-25\|21.25\|9.99\|19.75\|21.25\|19.71\|230326;2026-03-26\|20.55\|-3.29\|21.05\|21.60\|20.50\|254226;2026-03-27\|20.47\|-0.39\|20.75\|20.96\|19.82\|172342;2026-03-30\|20.61\|0.68\|20.70\|20.95\|20.00\|275452;2026-03-31\|20.27\|-1.65\|20.40\|20.59\|18.90\|246809;2026-04-01\|19.78\|-2.42\|20.65\|20.92\|19.53\|170345;2026-04-02\|21.76\|10.01\|19.59\|21.76\|19.48\|312433;2026-04-03\|20.74\|-4.69\|22.00\|22.22\|20.69\|387191;2026-04-07\|22.81\|9.98\|20.74\|22.81\|20.74\|258256;2026-04-08\|22.32\|-2.15\|22.59\|23.56\|22.18\|478939;2026-04-09\|23.34\|4.57\|21.99\|23.34\|21.99\|536789;2026-04-10\|21.99\|-5.78\|22.68\|22.77\|21.65\|349018;2026-04-13\|22.19\|0.91\|21.47\|22.19\|20.90\|236530;2026-04-14\|21.86\|-1.49\|21.94\|22.10\|21.50\|200937;2026-04-15\|21.45\|-1.88\|21.93\|22.19\|21.20\|160458;2026-04-16\|21.70\|1.17\|21.31\|21.80\|21.10\|154602;2026-04-17\|21.69\|-0.05\|22.01\|22.75\|21.62\|246398;2026-04-20\|22.06\|1.71\|22.16\|22.48\|21.70\|203554;2026-04-21\|20.97\|-4.94\|21.52\|21.55\|20.23\|189225;2026-04-22\|21.55\|2.77\|20.75\|21.70\|20.73\|152778;2026-04-23\|20.18\|-6.36\|21.40\|21.43\|20.14\|183312;2026-04-24\|20.00\|-0.89\|20.34\|20.50\|19.53\|105850;2026-04-27\|19.92\|-0.40\|20.00\|20.00\|19.38\|87614;2026-04-28\|19.96\|0.20\|20.38\|20.66\|19.87\|93536;2026-04-29\|19.86\|-0.50\|19.70\|20.15\|19.60\|83664;2026-04-30\|19.30\|-2.82\|19.83\|20.00\|19.13\|100037;2026-05-06\|20.07\|3.99\|19.56\|20.07\|19.50\|100778;2026-05-07\|21.31\|6.18\|20.43\|21.57\|20.30\|192838;2026-05-08\|21.85\|2.53\|20.99\|21.95\|20.95\|177999;2026-05-11\|23.00\|5.26\|22.24\|23.38\|22.02\|255018;2026-05-12\|23.64\|2.78\|22.81\|23.81\|22.71\|258470;2026-05-13\|23.83\|0.80\|23.00\|24.20\|22.99\|188679;2026-05-14\|22.95\|-3.69\|24.17\|24.20\|22.92\|168974;2026-05-15\|21.83\|-4.88\|22.95\|23.19\|21.59\|168155;2026-05-18\|22.30\|2.15\|21.72\|22.76\|21.72\|109454;2026-05-19\|22.59\|1.30\|22.21\|22.69\|21.83\|102373;2026-05-20\|22.49\|-0.44\|22.44\|22.98\|22.16\|85274;2026-05-21\|20.55\|-8.63\|22.50\|22.59\|20.51\|140044;2026-05-22\|21.55\|4.87\|20.88\|21.74\|20.35\|104999;2026-05-25\|21.30\|-1.16\|21.73\|21.80\|20.66\|92078;2026-05-26\|20.05\|-5.87\|21.19\|21.30\|19.73\|121117;2026-05-27\|19.17\|-4.39\|19.98\|20.09\|18.90\|92576;2026-05-28\|19.57\|2.09\|19.27\|19.73\|18.78\|91381;2026-05-29\|19.52\|-0.26\|19.58\|20.30\|19.12\|131360;2026-06-01\|19.26\|-1.33\|19.50\|20.37\|18.94\|99465;2026-06-02\|19.68\|2.18\|19.21\|20.04\|19.08\|119903;2026-06-03\|19.87\|0.97\|19.82\|20.58\|19.53\|165549;2026-06-04\|20.52\|3.27\|19.42\|21.13\|19.28\|214454;2026-06-05\|20.35\|-0.83\|20.06\|21.00\|20.06\|179444;2026-06-08\|19.30\|-5.16\|19.01\|20.12\|18.81\|134519;2026-06-09\|20.15\|4.40\|19.96\|20.20\|19.15\|125944;2026-06-10\|18.93\|-6.05\|19.70\|19.86\|18.61\|125492;2026-06-11\|18.56\|-1.95\|18.66\|19.22\|18.01\|105439;2026-06-12\|18.08\|-2.59\|18.84\|18.86\|17.88\|109172;2026-06-15\|19.06\|5.42\|18.11\|19.40\|18.00\|114479;2026-06-16\|20.97\|10.02\|18.89\|20.97\|18.76\|169544;2026-06-17\|20.41\|-2.67\|20.73\|21.11\|20.15\|175038;2026-06-18\|20.73\|1.57\|20.70\|21.20\|20.28\|116177;2026-06-22\|21.70\|4.68\|20.98\|21.70\|20.78\|167495;2026-06-23\|16.79\|0.66\|16.53\|17.43\|16.23\|233704;2026-06-24\|16.55\|-1.43\|16.52\|17.50\|16.00\|207987;2026-06-25\|16.10\|-2.72\|16.83\|16.83\|15.85\|173865;2026-06-26\|14.85\|-7.76\|16.10\|16.10\|14.62\|160219;2026-06-29\|13.80\|-7.07\|14.75\|14.81\|13.42\|153803;2026-06-30\|14.40\|4.35\|13.77\|14.82\|13.51\|140192;2026-07-01\|13.92\|-3.33\|14.46\|14.53\|13.86\|124188;2026-07-02\|13.41\|-3.66\|13.63\|14.26\|13.36\|110929;2026-07-03\|13.27\|-1.04\|13.28\|13.55\|13.23\|99091;2026-07-06\|12.81\|-3.47\|13.12\|13.37\|12.50\|118952;2026-07-07\|12.04\|-6.01\|12.60\|12.79\|11.95\|106509;2026-07-08\|12.03\|-0.08\|12.07\|12.76\|11.98\|122357;2026-07-09\|12.23\|1.66\|12.04\|12.27\|11.42\|122484;2026-07-10\|12.22\|-0.08\|12.23\|12.57\|12.11\|121677;2026-07-13\|11.19\|-8.43\|12.00\|12.18\|11.08\|98439;2026-07-14\|12.31\|10.01\|11.75\|12.31\|11.75\|61527;2026-07-15\|11.92\|-3.17\|13.01\|13.03\|11.89\|251941;2026-07-16\|11.76\|-1.34\|11.83\|12.23\|11.43\|171804;2026-07-17\|10.98\|-6.63\|11.82\|12.02\|10.90\|148217;2026-07-20\|10.63\|-3.19\|11.30\|11.57\|10.49\|137031;2026-07-21\|10.92\|2.73\|10.84\|10.94\|9.58\|174577;2026-07-22\|10.74\|-1.65\|10.82\|11.20\|10.71\|114891;2026-07-23\|11.19\|4.19\|10.73\|11.25\|10.61\|109468;2026-07-24\|10.83\|-3.22\|11.03\|11.09\|10.78\|68035
9888	美股光通信龙头创历史新高	硅光芯片+CPO+功能性器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用； 2、公司电池类功能性器件及复合集流体产品可应用于半固态/固态电池，已与北京、苏州等地固态电池领域知名企业开展合作	2026-03-17\|57.72\|-10.00\|66.00\|66.00\|57.72\|111661;2026-03-18\|63.49\|10.00\|55.50\|63.49\|54.04\|174951;2026-03-19\|66.20\|4.27\|64.19\|68.84\|61.59\|167177;2026-03-20\|61.21\|-7.54\|67.19\|68.00\|61.21\|134387;2026-03-23\|56.99\|-6.89\|58.56\|60.60\|56.05\|86564;2026-03-24\|59.68\|4.72\|58.25\|61.21\|55.77\|97410;2026-03-25\|65.65\|10.00\|60.60\|65.65\|59.85\|73489;2026-03-26\|64.31\|-2.04\|66.00\|68.00\|64.00\|110001;2026-03-27\|64.19\|-0.19\|63.36\|65.55\|60.60\|81821;2026-03-30\|63.66\|-0.83\|63.66\|65.40\|62.31\|59034;2026-03-31\|65.62\|3.08\|62.38\|66.66\|60.07\|121225;2026-04-01\|64.25\|-2.09\|68.00\|68.15\|63.01\|102958;2026-04-02\|62.09\|-3.36\|63.54\|65.45\|61.50\|69145;2026-04-03\|61.46\|-1.01\|63.33\|64.98\|61.36\|73531;2026-04-07\|61.88\|0.68\|60.83\|64.15\|59.50\|80778;2026-04-08\|64.37\|4.02\|63.18\|64.45\|62.19\|95049;2026-04-09\|66.26\|2.94\|63.06\|67.30\|63.06\|94888;2026-04-10\|69.98\|5.61\|67.03\|71.00\|64.67\|141926;2026-04-13\|70.14\|0.23\|68.85\|72.00\|68.01\|115461;2026-04-14\|70.04\|-0.14\|70.03\|71.50\|68.18\|98781;2026-04-15\|68.88\|-1.66\|70.00\|71.32\|68.50\|78061;2026-04-16\|75.77\|10.00\|68.80\|75.77\|68.20\|64468;2026-04-17\|83.35\|10.00\|79.00\|83.35\|78.08\|112518;2026-04-20\|91.69\|10.01\|87.35\|91.69\|83.33\|193844;2026-04-21\|90.30\|-1.52\|92.02\|94.00\|89.06\|133172;2026-04-22\|91.36\|1.17\|90.40\|92.95\|89.00\|99167;2026-04-23\|94.66\|3.61\|91.92\|98.00\|91.90\|112735;2026-04-24\|91.07\|-3.79\|94.00\|96.41\|87.52\|120067;2026-04-27\|88.92\|-2.36\|91.96\|92.49\|87.60\|76057;2026-04-28\|84.94\|-4.48\|88.89\|89.99\|84.13\|63518;2026-04-29\|86.21\|1.50\|84.65\|87.24\|83.50\|48585;2026-04-30\|81.44\|-5.53\|86.00\|87.44\|81.37\|59837;2026-05-06\|84.86\|4.20\|83.48\|87.46\|83.48\|65198;2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154;2026-07-23\|52.30\|0.48\|52.21\|54.46\|51.52\|35198;2026-07-24\|50.99\|-2.50\|51.99\|52.84\|50.55\|29763
9887	美股光通信龙头创历史新高	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493
9886	美股光通信龙头创历史新高	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705;2026-07-13\|16.20\|-10.00\|17.09\|17.31\|16.20\|695217;2026-07-14\|16.37\|1.05\|15.22\|16.52\|14.68\|848222;2026-07-15\|15.60\|-4.70\|16.26\|16.40\|15.55\|553401;2026-07-16\|14.78\|-5.26\|15.26\|15.65\|14.70\|537465;2026-07-17\|13.50\|-8.66\|14.65\|14.76\|13.31\|620639;2026-07-20\|12.85\|-4.81\|13.98\|14.22\|12.45\|661764;2026-07-21\|13.75\|7.00\|13.08\|13.79\|11.57\|833270;2026-07-22\|13.37\|-2.76\|13.28\|13.90\|13.24\|573333;2026-07-23\|13.68\|2.32\|13.40\|14.06\|13.30\|531274;2026-07-24\|13.00\|-4.97\|13.34\|13.49\|12.85\|383329
9885	美股光通信龙头创历史新高	光模块+人形机器人+高分子材料零部件供应商行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月26日及2026年3月9日互动易，公司的导热界面材料可用于机器人的关节部位，目前该领域相关业务已有人形机器人关节散热样品导入及小批量验证。 2、据2026年5月21日互动易，公司与华工科技旗下子公司华工正源在光模块领域保持合作，目前已批量供货；据2025年年度报告，公司针对光通信领域创新推出单组份后固化型导热凝胶，可大幅提升光模块核心元件的散热效率。 3、公司是一家高分子材料零部件供应商，主要为通信主设备厂商及其产业链上的其他通信设备厂商提供射频与透波防护器件、EMI及IP防护器件和电子导热散热器件等用于移动通信基站设备内、外部的零部件产品。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-03-17\|37.30\|-3.82\|38.21\|38.53\|37.00\|54162;2026-03-18\|38.85\|4.16\|37.40\|39.34\|37.08\|82447;2026-03-19\|39.44\|1.52\|38.08\|40.73\|37.99\|105350;2026-03-20\|37.60\|-4.67\|40.23\|41.48\|37.56\|99725;2026-03-23\|35.07\|-6.73\|36.01\|36.58\|34.71\|68530;2026-03-24\|36.49\|4.05\|35.62\|36.70\|34.46\|53772;2026-03-25\|43.79\|20.01\|37.51\|43.79\|37.51\|77760;2026-03-26\|40.58\|-7.33\|42.58\|43.35\|40.39\|142184;2026-03-27\|41.62\|2.56\|40.02\|42.46\|39.62\|135397;2026-03-30\|41.37\|-0.60\|40.52\|41.50\|39.77\|85893;2026-03-31\|38.98\|-5.78\|40.50\|40.67\|38.88\|80516;2026-04-01\|40.00\|2.62\|39.99\|42.39\|39.66\|94212;2026-04-02\|38.69\|-3.27\|39.50\|40.80\|38.35\|69595;2026-04-03\|39.87\|3.05\|39.66\|42.78\|39.46\|92650;2026-04-07\|41.54\|4.19\|39.88\|41.67\|39.88\|103397;2026-04-08\|43.49\|4.69\|42.39\|43.57\|41.12\|125610;2026-04-09\|42.52\|-2.23\|42.48\|43.18\|41.95\|86759;2026-04-10\|45.00\|5.83\|42.97\|45.00\|42.26\|121361;2026-04-13\|46.59\|3.53\|44.25\|47.60\|43.89\|115344;2026-04-14\|48.50\|4.10\|45.76\|48.50\|44.58\|111082;2026-04-15\|44.50\|-8.25\|47.95\|47.95\|44.12\|101537;2026-04-16\|45.65\|2.58\|43.99\|47.80\|43.68\|94111;2026-04-17\|45.36\|-0.64\|45.00\|46.79\|44.88\|79903;2026-04-20\|47.12\|3.88\|45.12\|47.20\|44.98\|91427;2026-04-21\|46.02\|-2.33\|46.35\|46.97\|45.61\|58626;2026-04-22\|45.54\|-1.04\|45.74\|46.30\|44.71\|59937;2026-04-23\|42.57\|-6.52\|45.55\|45.55\|42.42\|77489;2026-04-24\|41.56\|-2.37\|42.46\|42.92\|41.29\|45756;2026-04-27\|42.20\|1.54\|41.80\|42.59\|41.31\|35984;2026-04-28\|40.20\|-4.74\|41.75\|41.88\|39.83\|41563;2026-04-29\|40.26\|0.15\|39.90\|40.73\|39.68\|29435;2026-04-30\|40.08\|-0.45\|40.30\|40.56\|39.46\|27052;2026-05-06\|41.74\|4.14\|40.96\|41.99\|40.71\|51224;2026-05-07\|42.69\|2.28\|41.89\|42.96\|41.39\|51221;2026-05-08\|42.93\|0.56\|42.01\|42.94\|41.81\|40751;2026-05-11\|43.40\|1.09\|43.14\|43.64\|42.51\|50891;2026-05-12\|44.86\|3.36\|43.20\|45.35\|43.20\|73034;2026-05-13\|44.47\|-0.87\|44.18\|44.90\|43.80\|50288;2026-05-14\|42.79\|-3.78\|44.70\|44.79\|42.79\|42661;2026-05-15\|43.01\|0.51\|43.04\|44.26\|42.52\|41918;2026-05-18\|42.43\|-1.35\|42.55\|42.92\|41.77\|33872;2026-05-19\|42.16\|-0.64\|41.84\|42.22\|40.79\|36113;2026-05-20\|42.90\|1.76\|41.63\|43.33\|40.96\|38520;2026-05-21\|44.30\|3.26\|42.86\|46.00\|42.70\|90848;2026-05-22\|47.01\|6.12\|44.75\|47.81\|44.60\|97424;2026-05-25\|46.50\|-1.08\|47.07\|47.80\|45.20\|70606;2026-05-26\|47.33\|1.78\|46.05\|51.00\|46.05\|92925;2026-05-27\|49.50\|4.58\|47.05\|50.95\|46.87\|109472;2026-05-28\|40.63\|3.44\|37.11\|40.80\|36.68\|108637;2026-05-29\|38.32\|-5.69\|39.95\|40.42\|38.05\|95092;2026-06-01\|37.40\|-2.40\|38.02\|39.00\|37.19\|64567;2026-06-02\|44.88\|20.00\|37.29\|44.88\|37.17\|170702;2026-06-03\|50.36\|12.21\|45.89\|50.98\|43.58\|234868;2026-06-04\|47.76\|-5.16\|46.91\|48.28\|45.80\|152935;2026-06-05\|47.08\|-1.42\|46.03\|49.67\|45.80\|131384;2026-06-08\|41.03\|-12.85\|43.89\|44.74\|40.00\|128652;2026-06-09\|42.58\|3.78\|41.05\|42.82\|39.88\|109072;2026-06-10\|40.01\|-6.04\|41.01\|41.05\|38.88\|92484;2026-06-11\|38.61\|-3.50\|39.24\|39.95\|37.85\|77768;2026-06-12\|38.20\|-1.06\|39.94\|40.94\|37.80\|84440;2026-06-15\|42.04\|10.05\|38.80\|42.15\|38.55\|92993;2026-06-16\|42.50\|1.09\|42.10\|42.75\|41.17\|95303;2026-06-17\|43.40\|2.12\|41.66\|43.40\|41.50\|85188;2026-06-18\|45.60\|5.07\|44.03\|47.95\|44.01\|125975;2026-06-22\|47.79\|4.80\|44.45\|47.79\|44.10\|120941;2026-06-23\|43.67\|-8.62\|46.93\|46.93\|42.80\|93045;2026-06-24\|43.47\|-0.46\|42.57\|44.35\|42.40\|68414;2026-06-25\|47.02\|8.17\|43.69\|47.48\|42.80\|106990;2026-06-26\|46.05\|-2.06\|45.98\|46.85\|43.88\|81124;2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|35.31\|4.90\|34.33\|35.78\|33.23\|42167;2026-07-15\|32.95\|-6.68\|35.32\|35.40\|32.80\|42416;2026-07-16\|31.94\|-3.07\|32.69\|33.50\|31.61\|37018;2026-07-17\|29.50\|-7.64\|31.90\|32.14\|28.91\|45447;2026-07-20\|26.62\|-9.76\|29.95\|30.42\|25.74\|53606;2026-07-21\|29.07\|9.20\|27.48\|29.14\|24.90\|62021;2026-07-22\|27.85\|-4.20\|28.88\|29.78\|27.70\|43803;2026-07-23\|28.17\|1.15\|27.88\|28.68\|27.53\|31860;2026-07-24\|27.78\|-1.38\|27.60\|28.59\|27.37\|24810
9884	美股光通信龙头创历史新高	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131;2026-07-13\|25.37\|-7.48\|26.63\|27.76\|25.30\|223486;2026-07-14\|26.00\|2.48\|25.71\|26.30\|24.67\|157019;2026-07-15\|25.40\|-2.31\|26.42\|26.48\|25.18\|139636;2026-07-16\|24.46\|-3.70\|24.85\|25.85\|24.31\|119648;2026-07-17\|22.14\|-9.48\|24.12\|24.25\|22.01\|159171;2026-07-20\|20.54\|-7.23\|22.70\|22.84\|20.02\|175117;2026-07-21\|21.73\|5.79\|20.55\|21.78\|18.49\|206768;2026-07-22\|21.79\|0.28\|21.33\|22.53\|21.29\|158351;2026-07-23\|22.08\|1.33\|21.79\|22.64\|21.78\|109344;2026-07-24\|21.93\|-0.68\|21.64\|22.73\|21.50\|132010
9883	美股光通信龙头创历史新高	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|381.87\|-7.99\|405.60\|413.02\|378.37\|140370;2026-07-14\|400.18\|4.79\|381.86\|402.97\|371.01\|133425;2026-07-15\|425.45\|6.31\|440.20\|440.20\|421.02\|241586;2026-07-16\|401.74\|-5.57\|391.20\|413.08\|384.00\|168508;2026-07-17\|361.57\|-10.00\|385.00\|394.35\|361.57\|102258;2026-07-20\|382.00\|5.65\|370.70\|396.88\|346.22\|227805;2026-07-21\|406.38\|6.38\|379.26\|408.60\|343.80\|269783;2026-07-22\|366.05\|-9.92\|387.20\|397.00\|366.00\|195697;2026-07-23\|356.12\|-2.71\|366.80\|377.05\|350.00\|126379;2026-07-24\|331.65\|-6.87\|346.00\|352.00\|329.50\|142941
9882	美股光通信龙头创历史新高	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608
9881	我国日均Token（词元）调用量超过140万亿	AI大模型+AI智能体+短剧出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月10日机构调研，在模型方面，公司先后开源 Skywork-Reward-V2 奖励模型、多模态推理模型 Skywork-R1V 3. 0、多模态模型 UniPic与 UniPic 2. 0、 Matrix-3D 与 Matrix-Game 2.0 等多款行业领先模型。 2、据2025年8月13日互动易及2025年半年度报告，公司已完成“算力基础设施—大模型算法—AI应用”全链条布局，稳居国内人工智能企业第一梯队，全球月活用户近4亿。 3、据2025年10月30日三季报及2025年11月10日机构调研，短剧平台DramaWave收入跃居海外短剧平台前列，前三季度海外收入54.1亿元，同比增长58%，AI驱动的多语种配音与投放素材显著提升ROI。	公司旗下天工大模型开放 API 并按词元调用量计费	2026-03-17\|48.60\|-3.88\|50.67\|51.16\|48.55\|402929;2026-03-18\|50.14\|3.17\|49.45\|50.35\|48.66\|401397;2026-03-19\|54.88\|9.45\|48.71\|56.66\|48.37\|1411104;2026-03-20\|53.62\|-2.30\|53.55\|56.13\|53.20\|1061405;2026-03-23\|49.93\|-6.88\|52.16\|53.60\|49.61\|784968;2026-03-24\|48.35\|-3.16\|50.76\|50.85\|46.89\|718400;2026-03-25\|50.88\|5.23\|48.92\|52.98\|48.92\|715439;2026-03-26\|50.70\|-0.35\|50.50\|52.83\|50.20\|588239;2026-03-27\|51.19\|0.97\|49.85\|52.00\|49.50\|484333;2026-03-30\|49.90\|-2.52\|49.00\|50.13\|47.50\|607755;2026-03-31\|49.00\|-1.80\|50.03\|51.25\|48.99\|421101;2026-04-01\|51.20\|4.49\|50.85\|52.22\|50.08\|604040;2026-04-02\|47.79\|-6.66\|50.51\|50.66\|47.47\|651848;2026-04-03\|46.42\|-2.87\|47.98\|48.09\|46.13\|378322;2026-04-07\|47.22\|1.72\|46.50\|48.24\|46.20\|381740;2026-04-08\|52.40\|10.97\|49.00\|52.41\|48.92\|900741;2026-04-09\|50.46\|-3.70\|50.85\|51.50\|50.32\|512919;2026-04-10\|50.05\|-0.81\|50.92\|51.26\|50.05\|468890;2026-04-13\|49.75\|-0.60\|49.40\|50.55\|49.25\|330270;2026-04-14\|50.85\|2.21\|50.58\|51.15\|50.10\|485113;2026-04-15\|49.79\|-2.08\|51.34\|51.35\|49.53\|439267;2026-04-16\|52.02\|4.48\|50.30\|53.31\|50.25\|778694;2026-04-17\|52.62\|1.15\|51.45\|53.15\|51.33\|488342;2026-04-20\|54.56\|3.69\|52.51\|55.25\|52.36\|692230;2026-04-21\|54.28\|-0.51\|56.02\|57.58\|54.08\|889741;2026-04-22\|53.63\|-1.20\|53.86\|54.25\|52.64\|674042;2026-04-23\|52.36\|-2.37\|53.55\|54.40\|51.50\|526327;2026-04-24\|50.90\|-2.79\|52.19\|52.19\|49.93\|493945;2026-04-27\|51.17\|0.53\|50.90\|52.12\|49.65\|466749;2026-04-28\|49.60\|-3.07\|50.99\|51.11\|49.33\|378686;2026-04-29\|50.18\|1.17\|49.57\|50.69\|49.57\|377599;2026-04-30\|48.86\|-2.63\|50.21\|50.49\|48.70\|407449;2026-05-06\|52.07\|6.57\|49.85\|53.40\|49.85\|734577;2026-05-07\|54.87\|5.38\|52.34\|55.18\|51.80\|822398;2026-05-08\|53.83\|-1.90\|55.63\|55.67\|53.65\|706635;2026-05-11\|54.13\|0.56\|54.00\|54.93\|53.04\|560116;2026-05-12\|52.63\|-2.77\|54.00\|54.15\|52.15\|475470;2026-05-13\|53.43\|1.52\|52.12\|53.60\|50.95\|559452;2026-05-14\|49.03\|-8.24\|54.27\|54.66\|48.94\|833236;2026-05-15\|49.21\|0.37\|49.11\|51.15\|48.90\|646072;2026-05-18\|48.95\|-0.53\|48.85\|49.86\|48.38\|433031;2026-05-19\|49.92\|1.98\|48.96\|50.30\|48.32\|482926;2026-05-20\|47.75\|-4.35\|49.02\|49.44\|47.30\|544856;2026-05-21\|46.35\|-2.93\|48.20\|49.18\|46.25\|489200;2026-05-22\|46.19\|-0.35\|46.60\|46.95\|45.50\|374941;2026-05-25\|48.15\|4.24\|46.89\|48.46\|46.83\|524825;2026-05-26\|46.45\|-3.53\|47.67\|47.88\|45.55\|608634;2026-05-27\|45.80\|-1.40\|48.00\|48.90\|45.50\|761623;2026-05-28\|44.29\|-3.30\|43.86\|45.00\|42.40\|784051;2026-05-29\|43.92\|-0.84\|44.57\|46.22\|43.79\|655209;2026-06-01\|44.99\|2.44\|44.20\|46.30\|43.90\|593843;2026-06-02\|42.30\|-5.98\|45.00\|45.00\|41.66\|655353;2026-06-03\|41.80\|-1.18\|41.53\|42.88\|41.30\|466465;2026-06-04\|40.48\|-3.16\|40.96\|40.99\|40.10\|437743;2026-06-05\|40.50\|0.05\|40.51\|41.57\|39.62\|480562;2026-06-08\|38.66\|-4.54\|39.18\|40.08\|37.96\|436652;2026-06-09\|39.59\|2.41\|39.01\|39.80\|38.25\|369504;2026-06-10\|38.19\|-3.54\|39.00\|39.90\|38.00\|360894;2026-06-11\|36.94\|-3.27\|37.81\|37.96\|36.65\|426850;2026-06-12\|37.22\|0.76\|37.83\|38.20\|37.12\|356009;2026-06-15\|39.22\|5.37\|39.00\|39.83\|38.31\|496630;2026-06-16\|38.61\|-1.56\|39.05\|39.18\|38.41\|362161;2026-06-17\|38.75\|0.36\|38.31\|39.26\|37.57\|480334;2026-06-18\|43.00\|10.97\|38.75\|45.71\|38.58\|1313605;2026-06-22\|44.42\|3.30\|42.87\|45.35\|42.20\|1013543;2026-06-23\|41.85\|-5.79\|43.57\|43.89\|41.61\|652510;2026-06-24\|41.80\|-0.12\|41.70\|42.78\|41.05\|453994;2026-06-25\|40.80\|-2.39\|41.80\|42.42\|40.32\|521320;2026-06-26\|38.75\|-5.02\|40.00\|40.50\|38.72\|507774;2026-06-29\|39.78\|2.66\|39.38\|42.25\|39.28\|664222;2026-06-30\|40.36\|1.46\|39.90\|41.00\|38.78\|496011;2026-07-01\|40.60\|0.59\|40.00\|41.50\|39.62\|583924;2026-07-02\|45.55\|12.19\|41.81\|46.89\|39.36\|1582865;2026-07-03\|42.66\|-6.34\|44.30\|46.69\|42.42\|1232127;2026-07-06\|43.05\|0.91\|42.90\|45.98\|42.39\|981563;2026-07-07\|44.61\|3.62\|42.94\|46.07\|42.89\|1114296;2026-07-08\|47.96\|7.51\|44.41\|48.50\|42.60\|1404541;2026-07-09\|50.42\|5.13\|47.50\|51.88\|46.84\|1681417;2026-07-10\|49.42\|-1.98\|48.47\|53.53\|47.80\|1621460;2026-07-13\|48.20\|-2.47\|49.87\|51.08\|47.50\|997666;2026-07-14\|45.93\|-4.71\|48.66\|49.05\|43.23\|1107676;2026-07-15\|46.11\|0.39\|46.18\|48.48\|45.49\|915015;2026-07-16\|48.24\|4.62\|45.50\|49.73\|44.80\|1185085;2026-07-17\|41.99\|-12.96\|47.84\|48.89\|41.85\|1219222;2026-07-20\|42.92\|2.21\|41.99\|43.56\|40.83\|936048;2026-07-21\|43.48\|1.30\|42.20\|43.88\|39.70\|884831;2026-07-22\|41.18\|-5.29\|42.79\|43.78\|40.90\|808944;2026-07-23\|39.32\|-4.52\|40.50\|40.80\|38.93\|672092;2026-07-24\|36.68\|-6.71\|38.15\|38.64\|36.68\|598378
9880	我国日均Token（词元）调用量超过140万亿	AI运维+算力可观测行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年4月26日年报，公司核心产品Bonree ONE集成AI大模型，实现根因分析与智能巡检，并已在金融客户试用，计划年内发布AI经典场景新版本。 2、据2025年4月26日年报，2024H1公司以20.7%市占率位列中国应用性能监控及可观测性市场第一，产品已覆盖算力调度全链路观测，获信通院“算力服务领航者计划”优秀案例。 3、据2026年2月27日互动易，火山引擎已采用公司探针将监控数据接入APMPlus，双方将在数据采集与分析深化合作。	公司核心产品Bonree ONE一体化智能可观测平台，探索实现Agent+ LLM+Knowledge+Workflow相结合的故障诊断场景，可用于监测token消耗等功能	2026-03-17\|91.38\|-7.01\|97.82\|97.82\|91.20\|19901;2026-03-18\|98.43\|7.71\|92.80\|99.79\|92.80\|34572;2026-03-19\|98.57\|0.14\|95.00\|102.93\|94.66\|32285;2026-03-20\|90.30\|-8.39\|100.21\|100.84\|89.88\|30552;2026-03-23\|81.66\|-9.57\|87.45\|89.50\|81.00\|26875;2026-03-24\|84.78\|3.82\|86.00\|86.00\|80.18\|31017;2026-03-25\|93.20\|9.93\|87.49\|100.23\|87.01\|40260;2026-03-26\|88.52\|-5.02\|94.13\|94.29\|87.80\|23384;2026-03-27\|92.56\|4.56\|87.99\|95.00\|86.05\|30280;2026-03-30\|90.30\|-2.44\|92.00\|94.03\|86.20\|23076;2026-03-31\|84.50\|-6.42\|88.66\|89.99\|84.10\|19753;2026-04-01\|85.94\|1.70\|89.00\|89.89\|84.67\|25560;2026-04-02\|79.54\|-7.45\|84.01\|84.99\|78.72\|24124;2026-04-03\|79.25\|-0.36\|80.98\|82.50\|78.16\|21400;2026-04-07\|78.25\|-1.26\|79.01\|80.50\|77.53\|12581;2026-04-08\|90.57\|15.74\|83.98\|91.49\|82.01\|30995;2026-04-09\|87.24\|-3.68\|89.06\|89.72\|86.28\|21770;2026-04-10\|84.85\|-2.74\|88.98\|90.09\|84.68\|20457;2026-04-13\|86.11\|1.49\|84.48\|88.64\|82.75\|22384;2026-04-14\|90.55\|5.16\|88.02\|91.88\|88.02\|26011;2026-04-15\|89.20\|-1.49\|91.15\|93.33\|88.10\|23555;2026-04-16\|91.81\|2.93\|90.53\|94.33\|89.50\|27555;2026-04-17\|89.58\|-2.43\|90.80\|91.50\|88.54\|22286;2026-04-20\|88.35\|-1.37\|88.70\|91.10\|87.70\|19592;2026-04-21\|86.35\|-2.26\|89.55\|89.55\|84.11\|17335;2026-04-22\|96.19\|11.40\|86.56\|97.50\|84.35\|41627;2026-04-23\|94.04\|-2.24\|93.50\|97.58\|92.80\|23570;2026-04-24\|92.00\|-2.17\|93.39\|94.80\|88.80\|23579;2026-04-27\|89.85\|-2.34\|90.34\|91.45\|88.66\|18860;2026-04-28\|84.05\|-6.46\|87.06\|87.90\|83.54\|21994;2026-04-29\|86.20\|2.56\|82.80\|88.60\|82.32\|17014;2026-04-30\|86.08\|-0.14\|85.93\|87.99\|84.50\|14432;2026-05-06\|95.40\|10.83\|88.90\|97.55\|88.90\|35879;2026-05-07\|98.25\|2.99\|97.66\|100.48\|94.13\|27949;2026-05-08\|105.20\|7.07\|112.06\|117.00\|102.52\|76458;2026-05-11\|101.40\|-3.61\|103.00\|104.49\|99.02\|46066;2026-05-12\|100.41\|-0.98\|99.50\|105.00\|98.07\|37718;2026-05-13\|98.70\|-1.70\|98.41\|101.70\|95.88\|38122;2026-05-14\|90.50\|-8.31\|98.99\|100.80\|90.50\|41170;2026-05-15\|92.22\|1.90\|90.26\|94.04\|88.26\|33178;2026-05-18\|92.19\|-0.03\|90.00\|92.83\|89.17\|22138;2026-05-19\|100.99\|9.55\|92.00\|101.00\|91.01\|42931;2026-05-20\|97.28\|-3.67\|100.55\|103.98\|96.00\|28250;2026-05-21\|90.65\|-6.82\|96.00\|98.99\|90.00\|26722;2026-05-22\|97.03\|7.04\|92.00\|98.27\|89.60\|26613;2026-05-25\|94.75\|-2.35\|98.81\|98.81\|92.34\|23560;2026-05-26\|90.08\|-4.93\|94.00\|94.00\|87.68\|20804;2026-05-27\|85.56\|-5.02\|89.26\|91.33\|84.50\|21409;2026-05-28\|89.31\|4.38\|85.56\|89.55\|83.47\|15215;2026-05-29\|81.30\|-8.97\|91.00\|92.30\|80.02\|30420;2026-06-01\|88.51\|8.87\|73.52\|91.99\|73.52\|43880;2026-06-02\|99.27\|12.16\|90.00\|101.58\|87.35\|48383;2026-06-03\|97.69\|-1.59\|97.21\|103.66\|96.20\|37376;2026-06-04\|94.94\|-2.81\|97.00\|99.51\|93.85\|25965;2026-06-05\|92.00\|-3.10\|94.00\|96.00\|91.00\|19176;2026-06-08\|86.80\|-5.65\|88.10\|91.00\|85.05\|17748;2026-06-09\|86.30\|-0.58\|88.54\|88.89\|84.30\|23631;2026-06-10\|83.78\|-2.92\|85.57\|87.90\|81.97\|16750;2026-06-11\|82.06\|-2.05\|82.88\|83.77\|79.40\|16539;2026-06-12\|84.27\|2.69\|83.25\|88.45\|83.25\|18053;2026-06-15\|86.26\|2.36\|83.99\|86.48\|82.39\|15180;2026-06-16\|89.76\|4.06\|86.00\|92.77\|85.05\|22581;2026-06-17\|89.01\|-0.84\|89.00\|91.20\|86.51\|16800;2026-06-18\|86.70\|-2.60\|89.67\|92.12\|86.59\|16757;2026-06-22\|85.72\|-1.13\|88.43\|88.43\|82.20\|16866;2026-06-23\|82.80\|-3.41\|85.85\|85.85\|81.91\|12273;2026-06-24\|81.17\|-1.97\|83.67\|83.67\|79.23\|12955;2026-06-25\|77.77\|-4.19\|80.41\|81.23\|75.91\|17567;2026-06-26\|74.06\|-4.77\|77.22\|77.22\|73.27\|15282;2026-06-29\|74.38\|0.43\|74.06\|75.96\|71.88\|13423;2026-06-30\|76.70\|3.12\|74.38\|77.57\|72.58\|15462;2026-07-01\|85.00\|10.82\|76.00\|85.97\|75.69\|30017;2026-07-02\|81.90\|-3.65\|86.66\|86.66\|81.90\|22413;2026-07-03\|80.75\|-1.40\|82.96\|84.14\|80.00\|17618;2026-07-06\|78.10\|-3.28\|80.13\|81.07\|77.50\|12053;2026-07-07\|76.00\|-2.69\|78.00\|79.42\|75.55\|14401;2026-07-08\|76.35\|0.46\|76.96\|78.94\|75.00\|11459;2026-07-09\|78.98\|3.44\|76.60\|79.10\|74.77\|11377;2026-07-10\|76.50\|-3.14\|78.00\|81.78\|76.50\|14224;2026-07-13\|72.94\|-4.65\|75.13\|76.50\|72.80\|12794;2026-07-14\|72.89\|-0.07\|71.00\|73.70\|69.66\|9779;2026-07-15\|70.68\|-3.03\|72.70\|73.90\|69.86\|5857;2026-07-16\|69.89\|-1.12\|70.40\|72.00\|69.66\|6354;2026-07-17\|65.90\|-5.71\|69.67\|71.52\|65.63\|12225;2026-07-20\|61.99\|-5.93\|67.00\|67.50\|61.55\|12776;2026-07-21\|62.86\|1.40\|62.00\|64.60\|56.90\|11002;2026-07-22\|61.60\|-2.00\|61.97\|64.34\|60.50\|8174;2026-07-23\|61.31\|-0.47\|61.71\|62.69\|59.51\|6446;2026-07-24\|59.54\|-2.89\|59.50\|61.17\|58.51\|7137
9879	我国日均Token（词元）调用量超过140万亿	算力租赁+京津冀+火山引擎行业原因： 1、国家数据局日前表示，2024年初，中国日均Token(词元)调用量为1000亿；至2025年底，跃升至100万亿；今年3月，已突破140万亿，两年增长超千倍。 2、据上海证券报3月19日报道，阿里云、百度智能云同步上调AI算力及存储价格，最高涨幅34%，供需缺口扩大。公司原因： 1、据2026年3月18日投资者关系活动记录表，目前公司在北京科信盛彩云计算中心和天津赞普云计算中心部署了高性能的算力硬件，为用户提供高性能智算算力服务、智算网络服务等，截至目前算力业务规模已超过 4,000P，年合同额超过 1 亿元。天津宝坻数据中心项目整体占地面积 368 亩，计划分四期建设。截至目前宝坻一期项目已全部交付客户使用，二期部分项目已完成交付工作，三期处于土建建设阶段。 2、据2026年3月11日开源证券研报，控股子公司光环云为火山引擎区域授权合作伙伴，并收购湃阳智能发布“Panacea智能体训推平台”，加码AI智能体落地。 3、据2025年8月27日半年度报告，公司作为亚马逊云科技中国北京区域运营商，依托自有IDC提供从IaaS到SaaS的多云生态服务。	公司是国内 IDC + 云计算 + 跨境网络 + 智算中心一体化服务商，为 AI 大模型词元训练、推理及词元出海提供核心算力与跨境基础设施	2026-03-17\|14.97\|-2.60\|15.43\|15.59\|14.83\|1036501;2026-03-18\|17.05\|13.89\|15.30\|17.10\|15.27\|2415462;2026-03-19\|16.70\|-2.05\|16.51\|17.28\|16.51\|1780380;2026-03-20\|15.52\|-7.07\|16.61\|16.77\|15.50\|1477692;2026-03-23\|15.25\|-1.74\|15.31\|16.07\|15.05\|1633381;2026-03-24\|15.48\|1.51\|15.60\|15.81\|14.51\|1851585;2026-03-25\|18.23\|17.76\|16.01\|18.58\|16.01\|4358142;2026-03-26\|17.08\|-6.31\|17.69\|18.16\|17.08\|2928919;2026-03-27\|17.33\|1.46\|17.50\|17.98\|17.09\|2405973;2026-03-30\|17.61\|1.62\|17.04\|18.10\|16.32\|2567554;2026-03-31\|17.12\|-2.78\|17.64\|17.98\|17.09\|1656805;2026-04-01\|17.65\|3.10\|18.00\|18.45\|17.32\|2208282;2026-04-02\|16.28\|-7.76\|17.36\|17.48\|16.08\|2063764;2026-04-03\|16.88\|3.69\|16.94\|17.35\|16.51\|1998576;2026-04-07\|16.38\|-2.96\|16.89\|16.96\|16.27\|1383127;2026-04-08\|17.80\|8.67\|17.19\|17.85\|17.06\|2269914;2026-04-09\|17.48\|-1.80\|17.51\|17.74\|17.17\|1426556;2026-04-10\|17.20\|-1.60\|17.80\|17.88\|17.19\|1413264;2026-04-13\|17.60\|2.33\|16.89\|17.98\|16.89\|1472576;2026-04-14\|18.33\|4.15\|18.09\|19.16\|17.85\|2419817;2026-04-15\|17.85\|-2.62\|18.42\|18.42\|17.72\|1471145;2026-04-16\|18.78\|5.21\|18.03\|19.13\|18.03\|2069321;2026-04-17\|18.17\|-3.25\|18.51\|18.70\|18.05\|1833648;2026-04-20\|17.81\|-1.98\|18.15\|18.15\|17.56\|1470544;2026-04-21\|17.13\|-3.82\|17.52\|17.56\|16.76\|1470579;2026-04-22\|17.83\|4.09\|17.13\|18.00\|16.81\|1852534;2026-04-23\|17.61\|-1.23\|17.70\|18.20\|17.42\|1564086;2026-04-24\|17.09\|-2.95\|17.34\|17.55\|16.28\|1712806;2026-04-27\|16.14\|-5.56\|16.81\|16.97\|15.88\|1394867;2026-04-28\|15.59\|-3.41\|16.00\|16.27\|15.52\|1129010;2026-04-29\|16.15\|3.59\|15.59\|16.60\|15.17\|1407376;2026-04-30\|15.90\|-1.55\|16.00\|16.23\|15.55\|1137858;2026-05-06\|17.29\|8.74\|16.33\|17.67\|16.32\|2074662;2026-05-07\|17.54\|1.45\|17.21\|17.56\|17.07\|1216369;2026-05-08\|17.22\|-1.82\|17.25\|17.49\|17.01\|997694;2026-05-11\|17.17\|-0.29\|17.85\|17.93\|16.82\|1427462;2026-05-12\|16.63\|-3.15\|17.08\|17.17\|16.42\|1124550;2026-05-13\|17.80\|7.04\|16.50\|17.98\|16.38\|2080731;2026-05-14\|17.04\|-4.27\|18.02\|18.18\|16.93\|1499990;2026-05-15\|16.71\|-1.94\|17.32\|17.90\|16.50\|1830783;2026-05-18\|16.73\|0.12\|16.96\|17.27\|16.52\|1343270;2026-05-19\|17.37\|3.83\|16.55\|17.48\|16.26\|1599769;2026-05-20\|16.53\|-4.84\|17.28\|17.90\|16.51\|1580110;2026-05-21\|15.27\|-7.62\|16.67\|16.79\|15.22\|1888462;2026-05-22\|15.66\|2.55\|15.45\|15.71\|15.20\|968605;2026-05-25\|15.74\|0.51\|15.75\|15.94\|15.18\|1145978;2026-05-26\|15.16\|-3.68\|15.54\|15.59\|14.82\|947434;2026-05-27\|14.37\|-5.21\|15.10\|15.20\|14.27\|853322;2026-05-28\|14.51\|1.11\|14.66\|14.77\|14.07\|739059;2026-05-29\|13.66\|-5.86\|14.43\|14.60\|13.54\|878895;2026-06-01\|13.49\|-1.24\|13.78\|14.02\|13.48\|659839;2026-06-02\|13.53\|0.30\|13.60\|13.72\|13.05\|643577;2026-06-03\|13.33\|-1.48\|13.39\|13.63\|13.14\|660668;2026-06-04\|13.44\|0.83\|13.21\|13.44\|13.00\|637399;2026-06-05\|13.03\|-3.05\|13.30\|13.43\|12.96\|633906;2026-06-08\|12.51\|-3.99\|12.60\|12.87\|12.31\|650350;2026-06-09\|12.60\|0.72\|12.66\|12.73\|12.37\|491390;2026-06-10\|12.72\|0.95\|12.72\|13.24\|12.62\|805029;2026-06-11\|12.06\|-5.19\|12.50\|12.58\|11.97\|717061;2026-06-12\|12.14\|0.66\|12.31\|12.40\|12.00\|720257;2026-06-15\|12.58\|3.62\|12.26\|12.58\|12.19\|675157;2026-06-16\|12.61\|0.24\|12.50\|12.69\|12.35\|569978;2026-06-17\|12.55\|-0.48\|12.50\|12.74\|12.38\|543757;2026-06-18\|12.90\|2.79\|12.56\|13.06\|12.51\|851410;2026-06-22\|13.28\|2.95\|12.89\|13.42\|12.82\|933619;2026-06-23\|12.61\|-5.05\|13.15\|13.24\|12.46\|771870;2026-06-24\|13.43\|6.50\|12.71\|13.50\|12.69\|1048186;2026-06-25\|13.16\|-2.01\|13.66\|13.97\|13.06\|905710;2026-06-26\|12.11\|-7.98\|12.90\|12.90\|12.08\|845334;2026-06-29\|11.90\|-1.73\|12.02\|12.20\|11.80\|531500;2026-06-30\|12.44\|4.54\|11.95\|12.70\|11.69\|607713;2026-07-01\|13.77\|10.69\|12.43\|14.64\|12.27\|1661385;2026-07-02\|13.24\|-3.85\|13.34\|13.80\|13.20\|907496;2026-07-03\|13.00\|-1.81\|13.35\|13.55\|12.88\|722911;2026-07-06\|12.45\|-4.23\|12.90\|13.00\|12.45\|527145;2026-07-07\|12.18\|-2.17\|12.49\|12.56\|12.02\|379632;2026-07-08\|12.81\|5.17\|12.28\|13.10\|12.28\|910367;2026-07-09\|12.96\|1.17\|12.70\|13.04\|12.50\|771908;2026-07-10\|13.07\|0.85\|12.90\|13.52\|12.79\|881808;2026-07-13\|13.27\|1.53\|13.00\|13.55\|12.92\|880156;2026-07-14\|12.39\|-6.63\|13.11\|13.33\|11.80\|929676;2026-07-15\|12.20\|-1.53\|12.22\|12.50\|11.95\|537573;2026-07-16\|12.27\|0.57\|12.10\|12.52\|11.96\|491320;2026-07-17\|12.85\|4.73\|12.13\|13.32\|11.80\|1264423;2026-07-20\|13.14\|2.26\|12.90\|13.25\|12.57\|997611;2026-07-21\|13.40\|1.98\|12.92\|13.42\|12.59\|1095246;2026-07-22\|13.54\|1.04\|13.32\|13.88\|13.16\|1305812;2026-07-23\|13.17\|-2.73\|13.30\|13.58\|13.11\|828475;2026-07-24\|12.31\|-6.53\|12.82\|12.96\|12.31\|704186
9878	我国日均Token（词元）调用量超过140万亿	涨停揭秘：Token调用量激增驱动数据中心IT基础设施升级，公司在第三方集成与算力调度平台建设中占据先发优势；涨停缘由：深度参与新型融合算力网络调度平台设计，承接多地智算中心IT集成项目，受益于AI训练对高可靠、低时延IT底座的刚性需求；资金逻辑：3月25日单日放量涨停，主力资金显著回流，中单与小单同步转为净流入，反映中小机构与游资协同介入；风险提示：业务偏重集成服务，毛利率承压，且缺乏明确业绩预告支撑，存在题材兑现后回调风险	公司积极参与数据中心集成、云计算基础平台建设、新型融合算力网络调度平台设计等业务拓展，在数据中心IT基础设施第三方服务市场中处于市场领导地位	2026-03-17\|11.89\|-2.86\|12.23\|12.28\|11.87\|45191;2026-03-18\|12.37\|4.04\|11.91\|12.41\|11.90\|64588;2026-03-19\|12.20\|-1.37\|12.22\|12.43\|12.13\|49161;2026-03-20\|11.43\|-6.31\|12.30\|12.30\|11.42\|97971;2026-03-23\|10.70\|-6.39\|11.30\|11.30\|10.59\|99719;2026-03-24\|11.14\|4.11\|10.92\|11.14\|10.67\|68495;2026-03-25\|13.37\|20.02\|11.19\|13.37\|11.15\|387515;2026-03-26\|14.10\|5.46\|13.37\|14.11\|13.08\|664383;2026-03-27\|13.85\|-1.77\|13.50\|14.60\|13.46\|483133;2026-03-30\|14.60\|5.42\|13.50\|14.60\|13.50\|506250;2026-03-31\|13.68\|-6.30\|14.28\|14.30\|13.63\|398721;2026-04-01\|13.99\|2.27\|13.95\|14.49\|13.80\|366050;2026-04-02\|13.31\|-4.86\|13.80\|14.17\|13.21\|319621;2026-04-03\|12.88\|-3.23\|13.45\|13.55\|12.79\|188951;2026-04-07\|13.60\|5.59\|13.03\|14.23\|12.80\|299102;2026-04-08\|14.30\|5.15\|13.88\|14.56\|13.71\|395139;2026-04-09\|13.80\|-3.50\|14.12\|14.17\|13.75\|246505;2026-04-10\|13.75\|-0.36\|14.17\|14.94\|13.74\|330927;2026-04-13\|13.87\|0.87\|13.54\|13.97\|13.45\|196455;2026-04-14\|13.91\|0.29\|13.94\|14.27\|13.69\|196556;2026-04-15\|13.44\|-3.38\|14.27\|14.30\|13.36\|234407;2026-04-16\|14.42\|7.29\|13.52\|14.42\|13.52\|422363;2026-04-17\|14.06\|-2.50\|14.27\|14.37\|13.99\|249683;2026-04-20\|13.98\|-0.57\|14.01\|14.17\|13.75\|206366;2026-04-21\|13.30\|-4.86\|13.99\|13.99\|13.10\|252206;2026-04-22\|13.10\|-1.50\|13.19\|13.19\|12.85\|154975;2026-04-23\|12.44\|-5.04\|13.06\|13.10\|12.37\|191619;2026-04-24\|12.01\|-3.46\|12.27\|12.37\|11.87\|146501;2026-04-27\|12.15\|1.17\|12.01\|12.21\|11.74\|117761;2026-04-29\|9.72\|-20.00\|9.72\|9.72\|9.72\|6613;2026-04-30\|8.22\|-15.43\|8.33\|8.82\|7.81\|631308;2026-05-06\|7.97\|-3.04\|8.10\|8.22\|7.97\|397748;2026-05-07\|7.98\|0.13\|7.98\|8.08\|7.95\|248970;2026-05-08\|8.12\|1.75\|7.92\|8.14\|7.89\|214101;2026-05-11\|8.03\|-1.11\|8.12\|8.24\|8.01\|209678;2026-05-12\|7.59\|-5.48\|8.00\|8.02\|7.57\|249745;2026-05-13\|7.85\|3.43\|7.75\|7.86\|7.69\|170961;2026-05-14\|7.55\|-3.82\|7.81\|7.86\|7.50\|166616;2026-05-15\|7.08\|-6.23\|7.50\|7.53\|7.04\|188730;2026-05-18\|7.00\|-1.13\|7.02\|7.06\|6.72\|145825;2026-05-19\|7.30\|4.29\|6.94\|7.32\|6.88\|142934;2026-05-20\|7.05\|-3.42\|7.25\|7.25\|7.00\|111832;2026-05-21\|6.77\|-3.97\|7.03\|7.14\|6.75\|114957;2026-05-22\|6.82\|0.74\|6.77\|6.91\|6.72\|76751;2026-05-25\|6.38\|-6.45\|6.85\|6.85\|6.21\|182264;2026-05-26\|6.20\|-2.82\|6.33\|6.39\|6.11\|112222;2026-05-27\|6.31\|1.77\|6.22\|6.32\|5.97\|151196;2026-05-28\|6.35\|0.63\|6.25\|6.57\|6.25\|122898;2026-05-29\|6.61\|4.09\|6.32\|6.66\|6.30\|168416;2026-06-01\|7.12\|7.72\|6.66\|7.18\|6.57\|190593;2026-06-02\|6.98\|-1.97\|7.10\|7.10\|6.73\|167413;2026-06-03\|6.78\|-2.87\|6.88\|6.96\|6.68\|138841;2026-06-04\|6.40\|-5.60\|6.62\|6.65\|6.33\|129108;2026-06-05\|6.45\|0.78\|6.41\|6.61\|6.25\|102907;2026-06-08\|6.38\|-1.09\|6.20\|6.61\|6.20\|103512;2026-06-09\|6.21\|-2.66\|6.39\|6.44\|6.19\|106418;2026-06-10\|5.84\|-5.96\|6.13\|6.26\|5.79\|137531;2026-06-11\|5.62\|-3.77\|5.76\|5.84\|5.55\|97669;2026-06-12\|5.76\|2.49\|5.72\|5.84\|5.66\|87110;2026-06-15\|5.95\|3.30\|5.83\|6.08\|5.82\|94806;2026-06-16\|6.18\|3.87\|5.97\|6.20\|5.78\|130105;2026-06-17\|5.90\|-4.53\|6.15\|6.29\|5.89\|126508;2026-06-18\|5.81\|-1.53\|5.89\|6.09\|5.79\|98589;2026-06-22\|5.90\|1.55\|5.72\|5.91\|5.46\|120265;2026-06-23\|5.97\|1.19\|5.83\|6.10\|5.82\|91124;2026-06-24\|5.69\|-4.69\|5.93\|5.97\|5.67\|87250;2026-06-25\|5.45\|-4.22\|5.65\|5.68\|5.42\|90369;2026-06-26\|5.36\|-1.65\|5.41\|5.54\|5.24\|98169;2026-06-29\|5.26\|-1.87\|5.30\|5.41\|5.12\|77662;2026-06-30\|5.51\|4.75\|5.38\|5.53\|5.20\|90436;2026-07-01\|5.68\|3.09\|5.50\|5.84\|5.48\|96462;2026-07-02\|5.76\|1.41\|5.64\|5.86\|5.64\|91055;2026-07-03\|5.97\|3.65\|5.72\|6.05\|5.72\|90554;2026-07-06\|5.78\|-3.18\|5.98\|6.05\|5.73\|76348;2026-07-07\|5.49\|-5.02\|5.76\|5.78\|5.46\|62497;2026-07-08\|5.55\|1.09\|5.56\|5.69\|5.41\|96879;2026-07-09\|5.60\|0.90\|5.51\|5.76\|5.42\|86514;2026-07-10\|5.63\|0.54\|5.58\|5.73\|5.44\|80433;2026-07-13\|5.30\|-5.86\|5.61\|5.67\|5.27\|68465;2026-07-14\|5.39\|1.70\|5.27\|5.41\|5.21\|56457;2026-07-15\|5.47\|1.48\|5.40\|5.50\|5.35\|64701;2026-07-16\|5.55\|1.46\|5.47\|5.68\|5.42\|70406;2026-07-17\|5.25\|-5.41\|5.55\|5.66\|5.25\|83474;2026-07-20\|5.01\|-4.57\|5.24\|5.36\|4.89\|87740;2026-07-21\|5.05\|0.80\|4.99\|5.08\|4.71\|99450;2026-07-22\|4.98\|-1.39\|5.00\|5.12\|4.93\|52520;2026-07-23\|5.10\|2.41\|4.98\|5.10\|4.94\|47939;2026-07-24\|4.95\|-2.94\|5.04\|5.10\|4.94\|51635
9877	我国日均Token（词元）调用量超过140万亿	算力租赁+智能矿山+矿用防爆电器行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年半年度报告，公司已投建运营千卡级高性能智算集群、数万核高性能计算集群以及多个小型定制集群，算力服务业务继续快速发展。 2、据2024年年度报告，公司与浙江云谷云计算有限公司共同设立浙江电光云科技有限公司，切入算力服务赛道，2024年6月签订为无问芯穹提供GPU算力服务合同，总金额5.535亿元。 3、据2025年半年报，公司是国内矿用防爆电器产品种类较为齐全的企业之一。公司产品门类齐全，主要涉及矿用自动化系统类、防爆开关、控制及保护产品等，形成较为完善的产品线，能满足主流市场对矿用防爆电器的需求，本公司产品线全面完整，基本覆盖煤矿企业对矿用防爆电器的需求。	公司目前算力达到千卡集群	2026-03-17\|20.90\|6.20\|19.48\|21.57\|19.48\|412007;2026-03-18\|21.43\|2.54\|20.90\|21.88\|20.61\|371058;2026-03-19\|21.59\|0.75\|21.00\|21.85\|20.92\|285067;2026-03-20\|22.96\|6.35\|21.63\|23.25\|21.41\|361106;2026-03-23\|22.73\|-1.00\|22.00\|23.88\|21.60\|354554;2026-03-24\|23.51\|3.43\|22.78\|23.70\|22.20\|349100;2026-03-25\|25.86\|10.00\|23.28\|25.86\|23.08\|329219;2026-03-26\|23.27\|-10.02\|25.86\|27.00\|23.27\|559092;2026-03-27\|24.42\|4.94\|22.52\|24.99\|21.94\|478197;2026-03-30\|24.41\|-0.04\|23.86\|24.79\|23.56\|320264;2026-03-31\|26.50\|8.56\|24.32\|26.85\|24.18\|547686;2026-04-01\|29.15\|10.00\|26.05\|29.15\|26.00\|517394;2026-04-02\|29.49\|1.17\|28.05\|30.86\|26.56\|530517;2026-04-03\|28.11\|-4.68\|28.99\|29.80\|27.84\|326984;2026-04-07\|28.78\|2.38\|27.99\|29.36\|26.39\|327264;2026-04-08\|28.17\|-2.12\|29.30\|29.63\|27.31\|341122;2026-04-09\|27.11\|-3.76\|27.45\|27.65\|26.04\|339129;2026-04-10\|26.84\|-1.00\|27.50\|27.60\|26.10\|270708;2026-04-13\|25.99\|-3.17\|26.77\|27.40\|25.80\|274335;2026-04-14\|27.10\|4.27\|26.45\|27.40\|25.61\|261977;2026-04-15\|27.36\|0.96\|27.01\|27.70\|26.59\|214104;2026-04-16\|27.78\|1.54\|27.40\|28.15\|27.18\|236021;2026-04-17\|27.10\|-2.45\|27.61\|28.25\|27.05\|191092;2026-04-20\|26.70\|-1.48\|27.05\|27.90\|26.18\|265465;2026-04-21\|26.47\|-0.86\|26.53\|26.59\|25.70\|151709;2026-04-22\|27.80\|5.02\|26.48\|28.77\|26.46\|302241;2026-04-23\|28.54\|2.66\|27.90\|29.11\|27.53\|263122;2026-04-24\|28.63\|0.32\|28.56\|29.11\|27.93\|259590;2026-04-27\|29.95\|4.61\|29.33\|30.79\|28.55\|316086;2026-04-28\|30.88\|3.11\|29.01\|31.55\|29.01\|276685;2026-04-29\|31.77\|2.88\|30.40\|33.19\|29.70\|352939;2026-04-30\|33.66\|5.95\|31.45\|33.91\|31.30\|350563;2026-05-06\|32.49\|-3.48\|33.46\|33.99\|31.71\|375016;2026-05-07\|33.11\|1.91\|31.90\|33.88\|31.52\|290319;2026-05-08\|33.91\|2.42\|32.70\|34.76\|32.42\|375335;2026-05-11\|35.05\|3.36\|33.00\|36.00\|32.88\|318607;2026-05-12\|32.32\|-7.79\|34.85\|35.15\|32.18\|324804;2026-05-13\|34.80\|7.67\|32.31\|35.51\|32.00\|308324;2026-05-14\|33.01\|-5.14\|35.05\|35.40\|33.01\|210995;2026-05-15\|32.36\|-1.97\|32.68\|34.12\|31.84\|201622;2026-05-18\|32.55\|0.59\|32.88\|33.45\|32.37\|114702;2026-05-19\|32.58\|0.09\|32.45\|33.29\|32.05\|127205;2026-05-20\|32.65\|0.21\|32.26\|32.69\|31.56\|120033;2026-05-21\|30.57\|-6.37\|32.84\|33.00\|30.29\|180390;2026-05-22\|30.41\|-0.52\|30.58\|31.29\|30.06\|156893;2026-05-25\|31.29\|2.89\|30.74\|31.65\|30.59\|117299;2026-05-26\|31.05\|-0.77\|31.00\|31.38\|30.00\|110254;2026-05-27\|29.73\|-4.25\|31.05\|31.56\|28.99\|148309;2026-05-28\|32.02\|7.70\|29.91\|32.22\|29.50\|190316;2026-05-29\|30.13\|-5.90\|32.50\|32.69\|28.82\|243339;2026-06-01\|29.59\|-1.79\|29.95\|30.59\|29.42\|97226;2026-06-02\|29.40\|-0.64\|29.55\|29.72\|28.28\|95828;2026-06-03\|30.44\|3.54\|29.41\|31.18\|29.41\|132918;2026-06-04\|29.91\|-1.74\|30.02\|30.42\|29.35\|94689;2026-06-05\|29.21\|-2.34\|29.74\|30.24\|28.85\|97100;2026-06-08\|27.79\|-4.86\|28.00\|29.52\|27.16\|134563;2026-06-09\|28.52\|2.63\|28.13\|28.65\|27.62\|103087;2026-06-10\|28.31\|-0.74\|28.24\|28.75\|27.77\|86472;2026-06-11\|28.49\|0.64\|28.19\|28.55\|26.97\|95293;2026-06-12\|27.97\|-1.83\|29.06\|31.00\|27.96\|129160;2026-06-15\|30.77\|10.01\|28.40\|30.77\|28.02\|154561;2026-06-16\|30.81\|0.46\|31.20\|31.60\|30.20\|143229;2026-06-17\|29.57\|-4.02\|30.81\|30.90\|29.12\|129399;2026-06-18\|30.05\|1.62\|29.57\|30.45\|28.90\|101489;2026-06-22\|32.68\|8.75\|31.00\|33.06\|30.71\|293446;2026-06-23\|31.90\|-2.39\|33.26\|33.60\|31.44\|181986;2026-06-24\|30.43\|-4.61\|31.42\|31.80\|29.58\|191399;2026-06-25\|30.16\|-0.89\|30.33\|30.43\|28.92\|135204;2026-06-26\|28.74\|-4.71\|29.92\|29.92\|28.70\|99345;2026-06-29\|29.26\|1.81\|28.74\|29.30\|27.10\|121964;2026-06-30\|29.91\|2.22\|29.19\|30.33\|28.89\|106282;2026-07-01\|28.85\|-3.54\|29.81\|30.14\|28.81\|100300;2026-07-02\|28.62\|-0.80\|28.66\|29.79\|28.25\|88243;2026-07-03\|27.76\|-3.00\|28.25\|28.88\|27.76\|67901;2026-07-06\|27.65\|-0.40\|28.18\|29.15\|27.50\|96208;2026-07-07\|26.62\|-3.73\|27.70\|27.76\|26.01\|101750;2026-07-08\|26.35\|-1.01\|26.62\|27.07\|25.91\|99439;2026-07-09\|26.15\|-0.76\|26.37\|26.61\|25.12\|101136;2026-07-10\|28.10\|7.46\|26.42\|28.77\|26.20\|216816;2026-07-13\|27.90\|-0.71\|28.75\|29.15\|27.50\|151157;2026-07-14\|29.09\|4.27\|27.66\|29.77\|27.50\|141822;2026-07-15\|27.12\|-6.77\|29.20\|29.53\|26.31\|181262;2026-07-16\|25.29\|-6.75\|26.90\|27.43\|25.03\|110183;2026-07-17\|22.76\|-10.00\|25.29\|25.29\|22.76\|145979;2026-07-20\|20.78\|-8.70\|23.49\|24.06\|20.48\|218351;2026-07-21\|21.06\|1.35\|20.97\|21.44\|18.70\|219880;2026-07-22\|21.16\|0.47\|20.83\|22.06\|20.44\|149125;2026-07-23\|22.10\|4.44\|21.16\|22.50\|20.80\|137450;2026-07-24\|21.19\|-4.12\|21.81\|22.17\|21.15\|77609
9876	我国日均Token（词元）调用量超过140万亿	算力租赁+英伟达合作+AI营销行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年8月29日公告，公司出资2.8亿元设立青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务，重点布局国产GPU算力租赁。 2、据2025年9月30日互动易，公司与英伟达中国区总代理科通技术签署战略合作并投资，保障AI算力芯片供应，并为字节跳动、科大讯飞、电信运营商等客户提供训练、推理芯片。 3、据2026年4月18日年报，公司2025年营收36.65亿元，归母净利润1.90亿元，同比增长54.04%，拟每10股派7.2元含税。	公司与科通技术签署战略合作并投资，科通为NVIDIA中国区总代理，保障公司算力中心GPU硬件需求，并拟2.8亿元在青海设全资子公司青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务	2026-03-17\|34.53\|-1.90\|35.30\|35.47\|34.43\|23218;2026-03-18\|35.29\|2.20\|34.52\|35.41\|34.40\|15633;2026-03-19\|34.59\|-1.98\|34.85\|35.11\|34.45\|20752;2026-03-20\|33.76\|-2.40\|34.66\|35.10\|33.68\|26442;2026-03-23\|31.20\|-7.58\|33.03\|33.47\|30.58\|52461;2026-03-24\|31.65\|1.44\|31.55\|31.98\|30.95\|32229;2026-03-25\|34.82\|10.02\|31.77\|34.82\|31.77\|43643;2026-03-26\|34.79\|-0.09\|35.58\|35.58\|34.56\|67368;2026-03-27\|34.94\|0.43\|34.79\|35.38\|34.30\|43445;2026-03-30\|36.58\|4.69\|35.28\|37.16\|34.53\|73646;2026-03-31\|36.20\|-1.04\|36.77\|37.29\|36.20\|72712;2026-04-01\|36.47\|0.75\|36.51\|36.75\|36.11\|42168;2026-04-02\|36.39\|-0.22\|36.16\|36.99\|36.01\|37992;2026-04-03\|34.81\|-4.34\|36.75\|36.75\|34.40\|34845;2026-04-07\|34.40\|-1.18\|34.73\|34.89\|33.61\|48656;2026-04-08\|36.78\|6.92\|35.55\|36.95\|35.10\|55000;2026-04-09\|36.47\|-0.84\|36.60\|36.73\|35.90\|34181;2026-04-10\|36.13\|-0.93\|36.90\|37.14\|36.13\|33027;2026-04-13\|36.29\|0.44\|35.82\|37.00\|35.50\|32973;2026-04-14\|36.99\|1.93\|36.69\|37.76\|36.37\|49084;2026-04-15\|36.23\|-2.05\|36.98\|37.38\|36.17\|43986;2026-04-16\|37.33\|3.04\|36.37\|37.82\|36.24\|52120;2026-04-17\|37.99\|1.77\|37.32\|38.50\|36.71\|64528;2026-04-20\|41.79\|10.00\|39.50\|41.79\|39.50\|72782;2026-04-21\|41.06\|-1.75\|41.09\|42.58\|40.74\|140391;2026-04-22\|42.27\|2.95\|41.32\|42.80\|40.08\|122901;2026-04-23\|41.26\|-2.39\|41.85\|42.28\|41.20\|68728;2026-04-24\|40.10\|-2.81\|41.00\|41.26\|40.06\|52605;2026-04-27\|40.08\|-0.05\|39.78\|40.29\|38.93\|49925;2026-04-28\|44.09\|10.01\|39.50\|44.09\|38.87\|142596;2026-04-29\|48.50\|10.00\|46.21\|48.50\|45.06\|206474;2026-04-30\|47.06\|-2.97\|48.76\|49.73\|45.66\|275735;2026-05-06\|47.52\|0.98\|47.50\|48.17\|46.20\|163941;2026-05-07\|52.27\|10.00\|48.05\|52.27\|47.69\|158974;2026-05-08\|52.00\|-0.52\|52.96\|54.96\|51.90\|197257;2026-05-11\|54.40\|4.62\|52.44\|55.94\|51.57\|156566;2026-05-12\|54.75\|0.64\|54.40\|56.79\|53.60\|138988;2026-05-13\|60.23\|10.01\|54.00\|60.23\|54.00\|125475;2026-05-14\|60.50\|0.45\|62.95\|63.53\|58.73\|176021;2026-05-15\|60.67\|0.28\|60.49\|62.20\|59.00\|130020;2026-05-18\|59.91\|-1.25\|59.00\|61.94\|57.59\|126458;2026-05-19\|61.50\|2.65\|59.32\|62.90\|58.70\|155424;2026-05-20\|61.76\|0.42\|60.80\|65.00\|60.70\|138938;2026-05-21\|61.01\|-1.21\|60.72\|64.44\|60.00\|124418;2026-05-22\|63.59\|4.23\|61.05\|65.00\|60.33\|113160;2026-05-25\|57.23\|-10.00\|63.60\|63.70\|57.23\|129540;2026-05-26\|56.39\|-0.21\|55.12\|57.80\|54.39\|126775;2026-05-27\|55.60\|-1.40\|56.81\|58.20\|54.54\|119586;2026-05-28\|51.90\|-6.65\|55.98\|56.48\|50.37\|158448;2026-05-29\|49.18\|-5.24\|52.93\|53.20\|48.62\|121376;2026-06-01\|50.31\|2.30\|49.20\|52.65\|48.18\|93019;2026-06-02\|48.80\|-3.00\|50.05\|50.05\|47.91\|62371;2026-06-03\|49.45\|1.33\|48.08\|50.51\|48.08\|78145;2026-06-04\|47.88\|-3.17\|49.45\|49.69\|47.21\|59431;2026-06-05\|47.20\|-1.42\|48.35\|49.00\|46.55\|44047;2026-06-08\|47.04\|-0.34\|45.02\|48.07\|45.02\|61439;2026-06-09\|45.99\|-2.23\|47.50\|47.50\|45.64\|47314;2026-06-10\|45.84\|-0.33\|46.21\|46.21\|44.07\|59512;2026-06-11\|46.02\|0.39\|45.00\|47.33\|44.75\|58988;2026-06-12\|45.11\|-1.98\|46.02\|46.59\|45.00\|43351;2026-06-15\|46.25\|2.53\|45.34\|47.00\|45.34\|51351;2026-06-16\|49.49\|7.01\|46.26\|50.88\|45.39\|119269;2026-06-17\|50.33\|1.70\|49.78\|52.51\|49.50\|109804;2026-06-18\|54.16\|7.61\|50.41\|55.36\|50.41\|119076;2026-06-22\|59.58\|10.01\|54.91\|59.58\|54.63\|171399;2026-06-23\|56.44\|-5.27\|61.07\|61.20\|55.82\|118170;2026-06-24\|57.19\|1.33\|56.44\|57.71\|55.48\|81278;2026-06-25\|56.64\|-0.96\|56.67\|60.44\|56.60\|80743;2026-06-26\|52.93\|-6.55\|56.20\|58.22\|52.78\|87928;2026-06-29\|49.72\|-6.06\|52.91\|54.64\|48.33\|104501;2026-06-30\|50.64\|1.85\|49.80\|52.39\|49.06\|68766;2026-07-01\|50.03\|-1.20\|51.20\|52.39\|49.00\|60942;2026-07-02\|52.11\|4.16\|49.43\|55.00\|49.40\|123771;2026-07-03\|51.19\|-1.77\|51.51\|53.13\|48.88\|96747;2026-07-06\|48.40\|-5.45\|50.30\|50.97\|48.40\|67116;2026-07-07\|46.13\|-4.69\|47.98\|49.43\|46.00\|59351;2026-07-08\|45.49\|-1.39\|45.91\|47.35\|44.40\|46596;2026-07-09\|46.22\|1.60\|45.70\|47.41\|44.60\|43421;2026-07-10\|44.82\|-3.03\|46.25\|47.11\|44.80\|54983;2026-07-13\|41.07\|-8.37\|44.38\|44.99\|40.88\|58235;2026-07-14\|40.52\|-1.34\|41.47\|41.50\|39.68\|42889;2026-07-15\|41.33\|2.00\|41.53\|42.28\|40.26\|33744;2026-07-16\|40.36\|-2.35\|40.44\|41.64\|40.04\|30873;2026-07-17\|36.51\|-9.54\|40.38\|40.80\|36.44\|60286;2026-07-20\|33.80\|-7.42\|37.92\|37.92\|32.92\|69506;2026-07-21\|35.69\|5.59\|33.81\|35.83\|30.42\|121746;2026-07-22\|35.45\|-0.67\|35.50\|37.17\|35.03\|73435;2026-07-23\|35.63\|0.51\|35.53\|36.15\|34.86\|39902;2026-07-24\|34.07\|-4.38\|35.55\|35.55\|33.70\|38076
9875	我国日均Token（词元）调用量超过140万亿	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司AI算力租赁业务部署在上海市松江区的腾讯长三角人工智能超算中心等，公司目前对外出租AI算力规模已达10000P以上，其中约4000P是以自有算力出租，其余是转租算力出租	2026-03-17\|58.14\|-5.36\|62.81\|62.83\|58.14\|232046;2026-03-18\|61.88\|6.43\|58.49\|62.22\|56.60\|257557;2026-03-19\|68.07\|10.00\|61.53\|68.07\|60.52\|334858;2026-03-20\|61.26\|-10.00\|69.50\|71.88\|61.26\|443877;2026-03-23\|57.55\|-6.06\|58.71\|61.90\|57.11\|341878;2026-03-24\|56.98\|-0.99\|58.70\|58.90\|55.17\|254374;2026-03-25\|62.68\|10.00\|57.63\|62.68\|57.63\|153890;2026-03-26\|66.05\|5.38\|63.31\|68.29\|63.00\|403797;2026-03-27\|64.48\|-2.38\|65.20\|66.24\|63.32\|256484;2026-03-30\|64.37\|-0.17\|64.45\|66.90\|63.19\|234409;2026-03-31\|64.24\|-0.20\|64.37\|66.05\|61.91\|261819;2026-04-01\|65.87\|2.54\|65.32\|70.00\|63.00\|435465;2026-04-02\|60.26\|-8.52\|63.50\|64.20\|59.61\|313626;2026-04-03\|59.42\|-1.39\|61.51\|62.43\|58.45\|198566;2026-04-07\|64.00\|7.71\|59.50\|65.36\|59.50\|383109;2026-04-08\|70.40\|10.00\|66.66\|70.40\|65.62\|288787;2026-04-09\|74.62\|5.99\|71.42\|76.99\|71.42\|431524;2026-04-10\|72.68\|-2.60\|74.00\|75.81\|72.00\|279423;2026-04-13\|72.68\|0.00\|73.98\|79.95\|70.71\|526715;2026-04-14\|79.95\|10.00\|78.00\|79.95\|74.00\|320240;2026-04-15\|87.95\|10.01\|81.55\|87.95\|79.95\|442209;2026-04-16\|95.85\|8.98\|87.95\|96.75\|87.95\|555692;2026-04-17\|105.44\|10.01\|96.61\|105.44\|96.61\|372403;2026-04-20\|107.28\|1.75\|108.00\|109.97\|104.00\|544925;2026-04-21\|101.19\|-5.68\|104.00\|106.00\|99.35\|371605;2026-04-22\|108.20\|6.93\|101.30\|110.18\|99.02\|491017;2026-04-23\|116.48\|7.65\|108.00\|119.02\|107.91\|442525;2026-04-24\|109.42\|-6.06\|111.68\|116.10\|105.00\|438185;2026-04-27\|108.50\|-0.84\|107.11\|111.99\|105.00\|359856;2026-04-28\|119.35\|10.00\|119.35\|119.35\|119.35\|62575;2026-04-29\|131.29\|10.00\|130.99\|131.29\|128.11\|144191;2026-04-30\|144.41\|9.99\|142.32\|144.42\|136.72\|447055;2026-05-06\|158.85\|10.00\|149.95\|158.85\|144.11\|334172;2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395
9874	我国日均Token（词元）调用量超过140万亿	算力租赁+IDC+东数西算行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月22日年报，公司2024年起开展算力租赁，2025年前三季度收入1,123.20万元，占营收3.59%，并计划2026年重点推进张北一期产能爬坡，提升机柜上架率以释放收入。 2、据2026年4月22日年报，公司主营IDC及算力服务，数据中心位于京冀“东数西算”节点，2025年通过自建、收购、租赁持续扩大华北网络基础设施规模。 3、据2026年4月22日年报，公司确立“源网荷储一体化+AIDC定制化”战略，与大型互联网企业、云服务商签长协订单，锁定优质客户，提升收入确定性。	公司为国内AIDC（人工智能数据中心）服务商，已拥有北京核心区域优质的数据中心资源，正投建张北、太仆寺旗大型智算中心，绑定互联网头部客户	2026-03-17\|10.71\|0.00\|10.84\|11.16\|10.56\|1624291;2026-03-18\|11.32\|5.70\|10.88\|11.34\|10.80\|2112799;2026-03-19\|11.56\|2.12\|11.01\|11.78\|11.00\|2392242;2026-03-20\|10.41\|-9.95\|11.39\|11.67\|10.40\|2339382;2026-03-23\|9.75\|-6.34\|9.89\|10.30\|9.68\|1446242;2026-03-24\|10.13\|3.90\|10.00\|10.18\|9.51\|1396340;2026-03-25\|11.14\|9.97\|10.21\|11.14\|10.21\|1085127;2026-03-26\|10.82\|-2.87\|11.14\|11.45\|10.76\|2372475;2026-03-27\|10.77\|-0.46\|10.77\|11.05\|10.40\|1500461;2026-03-30\|10.87\|0.93\|10.48\|10.95\|10.15\|1304299;2026-03-31\|10.68\|-1.75\|10.86\|11.18\|10.64\|1304675;2026-04-01\|10.96\|2.62\|10.98\|11.20\|10.83\|1582083;2026-04-02\|10.24\|-6.57\|10.83\|10.88\|10.13\|1433778;2026-04-03\|10.01\|-2.25\|10.41\|10.45\|9.94\|941376;2026-04-07\|9.88\|-1.30\|10.02\|10.08\|9.80\|728264;2026-04-08\|10.87\|10.02\|10.20\|10.87\|10.20\|877006;2026-04-09\|11.04\|1.56\|10.87\|11.10\|10.70\|2330995;2026-04-10\|10.96\|-0.72\|11.33\|11.36\|10.93\|1677558;2026-04-13\|11.20\|2.19\|10.91\|11.27\|10.80\|1642929;2026-04-14\|11.40\|1.79\|11.59\|11.96\|11.28\|2229416;2026-04-15\|11.14\|-2.28\|11.40\|11.51\|11.04\|1540841;2026-04-16\|11.48\|3.05\|11.14\|11.60\|11.13\|2163492;2026-04-17\|11.20\|-2.44\|11.30\|11.41\|11.10\|1467301;2026-04-20\|11.13\|-0.62\|11.10\|11.26\|11.01\|1181271;2026-04-21\|10.45\|-6.11\|11.03\|11.05\|10.28\|1660053;2026-04-22\|10.63\|1.72\|10.28\|10.65\|10.08\|1675066;2026-04-23\|10.76\|1.22\|10.45\|11.40\|10.40\|1849430;2026-04-24\|10.28\|-4.46\|10.49\|10.60\|10.11\|1376991;2026-04-27\|10.02\|-2.53\|10.15\|10.19\|9.92\|843115;2026-04-28\|9.67\|-3.49\|10.11\|10.11\|9.61\|1063045;2026-04-29\|9.73\|0.62\|9.50\|9.89\|9.50\|773681;2026-04-30\|10.07\|3.49\|9.45\|10.16\|9.42\|1637135;2026-05-06\|11.08\|10.03\|10.66\|11.08\|10.61\|2345167;2026-05-07\|11.37\|2.62\|11.08\|11.40\|10.93\|2403646;2026-05-08\|12.51\|10.03\|11.21\|12.51\|11.12\|3586740;2026-05-11\|13.02\|4.08\|13.09\|13.48\|12.38\|4049624;2026-05-12\|12.65\|-2.84\|12.91\|12.99\|12.41\|2531694;2026-05-13\|13.56\|7.19\|12.44\|13.79\|12.40\|3097592;2026-05-14\|13.18\|-2.80\|13.99\|14.58\|12.89\|3011058;2026-05-15\|12.85\|-2.50\|13.03\|13.88\|12.77\|2417978;2026-05-18\|12.57\|-2.18\|13.12\|13.16\|12.35\|1655763;2026-05-19\|13.08\|4.06\|12.58\|13.26\|12.10\|2232701;2026-05-20\|13.38\|2.29\|13.06\|14.00\|12.83\|2639768;2026-05-21\|12.42\|-7.17\|13.35\|13.99\|12.40\|3048906;2026-05-22\|12.88\|3.70\|12.62\|12.99\|12.22\|1913885;2026-05-25\|12.92\|0.31\|13.00\|13.08\|12.25\|1873557;2026-05-26\|11.63\|-9.98\|12.68\|12.68\|11.63\|1364878;2026-05-27\|10.86\|-6.62\|11.07\|11.54\|10.48\|2313063;2026-05-28\|11.95\|10.04\|11.95\|11.95\|11.95\|484672;2026-05-29\|10.85\|-9.21\|12.00\|12.17\|10.80\|2280320;2026-06-01\|10.44\|-3.78\|10.85\|11.09\|10.41\|1429602;2026-06-02\|10.39\|-0.48\|10.55\|10.88\|10.14\|1282074;2026-06-03\|10.82\|4.14\|10.20\|11.20\|10.12\|1996925;2026-06-04\|10.66\|-1.48\|10.58\|10.75\|10.40\|980456;2026-06-05\|10.57\|-0.84\|10.61\|11.05\|10.12\|1314274;2026-06-08\|9.98\|-5.58\|10.15\|10.42\|9.80\|1160764;2026-06-09\|10.19\|2.10\|10.18\|10.29\|9.93\|937976;2026-06-10\|9.95\|-2.36\|10.02\|10.52\|9.85\|1205107;2026-06-11\|9.43\|-5.23\|9.72\|9.84\|9.32\|1062204;2026-06-12\|9.35\|-0.85\|9.60\|9.68\|9.32\|868772;2026-06-15\|10.08\|7.81\|9.53\|10.13\|9.45\|1133785;2026-06-16\|10.02\|-0.60\|10.08\|10.13\|9.90\|777980;2026-06-17\|10.24\|2.20\|10.01\|10.58\|9.82\|1246656;2026-06-18\|10.21\|-0.29\|10.40\|10.54\|10.05\|1125727;2026-06-22\|10.37\|1.57\|10.06\|10.69\|10.05\|1198025;2026-06-23\|9.80\|-5.50\|10.30\|10.30\|9.65\|1147393;2026-06-24\|10.26\|4.69\|9.78\|10.50\|9.25\|1477453;2026-06-25\|10.10\|-1.56\|10.20\|10.55\|9.84\|1230255;2026-06-26\|9.40\|-6.93\|9.94\|9.95\|9.35\|1040840;2026-06-29\|9.49\|0.96\|9.30\|9.57\|8.83\|986744;2026-06-30\|10.24\|7.90\|9.38\|10.44\|9.30\|2191578;2026-07-01\|10.54\|2.93\|10.10\|10.99\|9.65\|2600316;2026-07-02\|9.68\|-8.16\|10.11\|10.22\|9.68\|1514494;2026-07-03\|9.60\|-0.83\|9.61\|9.87\|9.59\|725602;2026-07-06\|9.21\|-4.06\|9.51\|9.51\|9.16\|699514;2026-07-07\|8.93\|-3.04\|9.20\|9.26\|8.90\|524062;2026-07-08\|9.01\|0.90\|8.93\|9.22\|8.89\|619880;2026-07-09\|8.84\|-1.89\|9.20\|9.20\|8.40\|797602;2026-07-10\|8.71\|-1.47\|8.80\|9.14\|8.58\|798380;2026-07-13\|7.84\|-9.99\|8.65\|8.65\|7.84\|1029054;2026-07-14\|7.54\|-3.83\|7.80\|7.80\|7.21\|891953;2026-07-15\|7.59\|0.66\|7.50\|7.98\|7.38\|798395;2026-07-16\|7.30\|-3.82\|7.44\|7.64\|7.28\|576345;2026-07-17\|7.33\|0.41\|7.26\|7.64\|6.76\|1036119;2026-07-20\|7.01\|-4.37\|7.29\|7.50\|6.89\|707568;2026-07-21\|7.22\|3.00\|6.98\|7.22\|6.40\|948380;2026-07-22\|7.18\|-0.55\|7.13\|7.52\|7.12\|813059;2026-07-23\|7.30\|1.67\|7.11\|7.47\|7.09\|647460;2026-07-24\|6.92\|-5.21\|7.15\|7.17\|6.92\|525487
9873	我国日均Token（词元）调用量超过140万亿	云网融合基础设施+商业航天+数据中心+AI数字人行业原因： 1、国家数据局日前表示，2024年初，中国日均Token(词元)调用量为1000亿；至2025年底，跃升至100万亿；今年3月，已突破140万亿，两年增长超千倍。 2、据上海证券报3月19日报道，阿里云、百度智能云同步上调AI算力及存储价格，最高涨幅34%，供需缺口扩大。公司原因： 1、据2025年半年报，公司构建了"国际海缆+虚拟专网+数据中心+移动网络"四位一体的全球智能网络架构，形成覆盖全球的云网融合基础设施体系。通过整合国际运营商资源及自建数据中心节点，形成智能网络平面，支持跨境数据通信的高效稳定传输。 2、据2026年1月21日互动易，公司聚焦“全球数智通信服务商”战略定位，公司已为部分商业航天领域客户提供包括企业邮箱、国内MPLS组网在内的通信产品与解决方案。相关服务未涉及商业航天领域的核心产业链环节。 3、据2025年半年报，公司在北京和上海自建2所四星级IDC机房，为客户提供机柜托管业务和虚拟云主机及配套周边安全服务。 4、据2025年7月2日互动易，公司基于263元宇宙与RTN能力推出AI数字人“云小朵”“昌小平”，已落地虚拟主持、3D展厅等场景。	公司是AI 词元跨境传输 + 算力出海 + 词元结算的核心基建商，凭借全牌照、全球节点与海缆资源，为词元出海提供合规通道与算力底座	2026-03-17\|7.29\|-3.06\|7.38\|7.58\|7.26\|2957832;2026-03-18\|7.54\|3.43\|7.49\|7.57\|7.35\|2311489;2026-03-19\|7.32\|-2.92\|7.39\|7.48\|7.28\|1544908;2026-03-20\|6.91\|-5.60\|7.38\|7.40\|6.88\|1414744;2026-03-23\|6.40\|-7.38\|6.75\|6.80\|6.31\|1373190;2026-03-24\|6.71\|4.84\|6.53\|6.73\|6.33\|1228939;2026-03-25\|7.38\|9.99\|6.82\|7.38\|6.78\|1296524;2026-03-26\|7.23\|-2.03\|7.36\|7.55\|7.19\|2552713;2026-03-27\|7.33\|1.38\|7.27\|7.45\|7.09\|1638853;2026-03-30\|7.39\|0.82\|7.19\|7.42\|7.03\|1562569;2026-03-31\|7.37\|-0.27\|7.27\|7.59\|7.27\|1564627;2026-04-01\|7.46\|1.22\|7.55\|7.74\|7.38\|1839966;2026-04-02\|7.21\|-3.35\|7.43\|7.47\|7.14\|1437065;2026-04-03\|7.07\|-1.94\|7.32\|7.35\|6.99\|975579;2026-04-07\|7.10\|0.42\|7.07\|7.24\|6.87\|942714;2026-04-08\|7.48\|5.35\|7.27\|7.49\|7.24\|1569845;2026-04-09\|7.35\|-1.74\|7.53\|7.72\|7.28\|1412732;2026-04-10\|7.15\|-2.72\|7.51\|7.55\|7.13\|1359615;2026-04-13\|7.87\|10.07\|7.08\|7.87\|6.99\|3561487;2026-04-14\|7.73\|-1.78\|7.89\|7.98\|7.63\|3762452;2026-04-15\|7.63\|-1.29\|7.73\|7.81\|7.58\|1966120;2026-04-16\|7.91\|3.67\|7.81\|8.09\|7.69\|2848860;2026-04-17\|7.63\|-3.54\|7.73\|7.82\|7.55\|1964326;2026-04-20\|7.56\|-0.92\|7.55\|7.65\|7.47\|1344526;2026-04-21\|7.28\|-3.70\|7.56\|7.57\|7.15\|1745359;2026-04-22\|7.38\|1.37\|7.20\|7.40\|7.15\|1621075;2026-04-23\|7.14\|-3.25\|7.30\|7.38\|7.08\|1427801;2026-04-24\|6.90\|-3.36\|7.08\|7.12\|6.81\|1113077;2026-04-27\|6.79\|-1.59\|6.89\|6.89\|6.65\|763736;2026-04-28\|6.62\|-2.50\|6.72\|6.86\|6.60\|786795;2026-04-29\|6.75\|1.96\|6.52\|6.79\|6.52\|737159;2026-04-30\|6.82\|1.04\|6.74\|6.91\|6.66\|882029;2026-05-06\|6.95\|1.91\|6.91\|7.03\|6.90\|912680;2026-05-07\|7.11\|2.30\|6.99\|7.14\|6.85\|1226214;2026-05-08\|7.06\|-0.70\|7.09\|7.14\|6.99\|790745;2026-05-11\|7.08\|0.28\|7.06\|7.17\|6.91\|1041441;2026-05-12\|6.90\|-2.54\|7.03\|7.05\|6.90\|588878;2026-05-13\|7.03\|1.88\|6.84\|7.08\|6.81\|825612;2026-05-14\|6.69\|-4.84\|7.01\|7.08\|6.68\|895188;2026-05-15\|6.74\|0.75\|6.66\|6.79\|6.64\|491826;2026-05-18\|6.70\|-0.59\|6.67\|6.75\|6.65\|429552;2026-05-19\|6.92\|3.28\|6.70\|6.99\|6.62\|755470;2026-05-20\|6.71\|-3.03\|6.85\|6.91\|6.67\|524721;2026-05-21\|6.41\|-4.47\|6.72\|6.76\|6.40\|587385;2026-05-22\|6.34\|-1.09\|6.41\|6.47\|6.24\|498793;2026-05-25\|6.08\|-4.10\|6.32\|6.34\|5.99\|743068;2026-05-26\|5.95\|-2.14\|6.02\|6.07\|5.86\|537369;2026-05-27\|5.67\|-4.71\|5.94\|5.98\|5.66\|545303;2026-05-28\|5.81\|2.47\|5.67\|5.84\|5.64\|432591;2026-05-29\|5.51\|-5.16\|5.82\|5.84\|5.48\|529443;2026-06-01\|5.64\|2.36\|5.51\|5.71\|5.43\|404911;2026-06-02\|5.61\|-0.53\|5.64\|5.66\|5.37\|481158;2026-06-03\|5.51\|-1.78\|5.58\|5.63\|5.46\|370111;2026-06-04\|5.56\|0.91\|5.52\|5.69\|5.50\|443375;2026-06-05\|5.50\|-1.08\|5.53\|5.59\|5.40\|412581;2026-06-08\|5.23\|-4.91\|5.30\|5.42\|5.16\|449992;2026-06-09\|5.36\|2.49\|5.30\|5.38\|5.19\|361834;2026-06-10\|5.39\|0.56\|5.32\|5.55\|5.27\|463836;2026-06-11\|5.07\|-5.94\|5.32\|5.34\|5.06\|498795;2026-06-12\|5.15\|1.58\|5.18\|5.28\|5.07\|436354;2026-06-15\|5.30\|2.91\|5.20\|5.30\|5.19\|342905;2026-06-16\|5.35\|0.94\|5.30\|5.35\|5.19\|460828;2026-06-17\|5.18\|-3.18\|5.30\|5.31\|5.12\|455247;2026-06-18\|5.19\|0.19\|5.17\|5.21\|5.08\|312019;2026-06-22\|5.23\|0.77\|5.15\|5.25\|4.98\|499479;2026-06-23\|5.20\|-0.57\|5.18\|5.32\|5.14\|476489;2026-06-24\|5.09\|-2.12\|5.17\|5.17\|4.97\|454637;2026-06-25\|4.85\|-4.72\|5.08\|5.10\|4.85\|492394;2026-06-26\|4.64\|-4.33\|4.81\|4.83\|4.63\|481605;2026-06-29\|4.56\|-1.72\|4.63\|4.68\|4.49\|404598;2026-06-30\|4.67\|2.41\|4.55\|4.71\|4.48\|412379;2026-07-01\|4.75\|1.71\|4.70\|4.83\|4.62\|420464;2026-07-02\|4.61\|-2.95\|4.73\|4.82\|4.59\|422851;2026-07-03\|4.57\|-0.87\|4.63\|4.68\|4.54\|294019;2026-07-06\|4.42\|-3.28\|4.61\|4.61\|4.40\|328419;2026-07-07\|4.26\|-3.62\|4.42\|4.42\|4.23\|347985;2026-07-08\|4.69\|10.09\|4.26\|4.69\|4.24\|871671;2026-07-09\|4.58\|-2.35\|4.70\|4.74\|4.44\|1099285;2026-07-10\|4.67\|1.97\|4.57\|4.83\|4.52\|983957;2026-07-13\|4.41\|-5.57\|4.63\|4.72\|4.40\|608755;2026-07-14\|4.41\|0.00\|4.43\|4.54\|4.23\|519404;2026-07-15\|4.38\|-0.68\|4.47\|4.53\|4.35\|463846;2026-07-16\|4.45\|1.60\|4.33\|4.55\|4.29\|489660;2026-07-17\|4.19\|-5.84\|4.38\|4.48\|4.16\|570674;2026-07-20\|4.26\|1.67\|4.19\|4.40\|4.18\|541512;2026-07-21\|4.29\|0.70\|4.23\|4.32\|4.02\|601772;2026-07-22\|4.34\|1.17\|4.26\|4.40\|4.22\|493058;2026-07-23\|4.50\|3.69\|4.36\|4.70\|4.32\|717020;2026-07-24\|4.30\|-4.44\|4.42\|4.46\|4.29\|432882
9872	我国日均Token（词元）调用量超过140万亿	算力租赁+5G消息+通信运维+亏损收窄行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年半年度报告，子公司海南博创云天科技有限公司主营算力销售。 2、据2026年4月21日年度报告，公司深耕信息智能传输与通信网络维护，拥有覆盖全国的三网短信通道资源，服务京东等头部客户，并布局5G消息、RCS及算力网络场景。 3、据2026年4月30日一季报，公司一季度亏损同比收窄22.06%，股东户数环比增加13.52%，资金关注度提升。	1、全资子公司海南博创云天经营范围包含算力销售，公司表示并已基于RCS技术将产品应用于金融领域； 2、公司申请名称一种通过插片式安装的光通信无源器件专利	2026-03-17\|3.38\|-2.03\|3.47\|3.50\|3.36\|162015;2026-03-18\|3.42\|1.18\|3.38\|3.43\|3.35\|149222;2026-03-19\|3.34\|-2.34\|3.40\|3.42\|3.33\|162296;2026-03-20\|3.24\|-2.99\|3.34\|3.39\|3.23\|166665;2026-03-23\|3.04\|-6.17\|3.20\|3.21\|3.02\|262679;2026-03-24\|3.22\|5.92\|3.12\|3.24\|3.08\|244793;2026-03-25\|3.54\|9.94\|3.47\|3.54\|3.47\|234202;2026-03-26\|3.38\|-4.52\|3.51\|3.51\|3.31\|747711;2026-03-27\|3.41\|0.89\|3.27\|3.53\|3.26\|581305;2026-03-30\|3.48\|2.05\|3.35\|3.49\|3.32\|406186;2026-03-31\|3.36\|-3.45\|3.48\|3.53\|3.35\|273709;2026-04-01\|3.40\|1.19\|3.49\|3.50\|3.37\|265627;2026-04-02\|3.30\|-2.94\|3.39\|3.42\|3.28\|213699;2026-04-03\|3.20\|-3.03\|3.32\|3.36\|3.18\|168746;2026-04-07\|3.26\|1.88\|3.19\|3.28\|3.17\|153763;2026-04-08\|3.59\|10.12\|3.35\|3.59\|3.33\|306138;2026-04-09\|3.95\|10.03\|3.66\|3.95\|3.54\|1186611;2026-04-10\|4.35\|10.13\|4.35\|4.35\|4.10\|1790469;2026-04-13\|3.92\|-9.89\|4.28\|4.35\|3.92\|2171211;2026-04-14\|4.31\|9.95\|3.89\|4.31\|3.89\|1261655;2026-04-15\|4.74\|9.98\|4.32\|4.74\|4.03\|3184177;2026-04-16\|5.00\|5.49\|4.57\|5.21\|4.38\|3382775;2026-04-17\|5.29\|5.80\|4.85\|5.44\|4.81\|2756539;2026-04-20\|5.14\|-2.84\|5.42\|5.45\|5.03\|2555625;2026-04-21\|4.66\|-9.34\|4.76\|5.00\|4.63\|2135091;2026-04-22\|4.62\|-0.86\|4.45\|4.85\|4.42\|1633584;2026-04-23\|4.35\|-5.84\|4.58\|4.79\|4.26\|1779492;2026-04-24\|4.79\|10.11\|4.35\|4.79\|4.25\|2455425;2026-04-27\|4.46\|-6.89\|4.70\|4.75\|4.32\|2338465;2026-04-28\|4.91\|10.09\|4.46\|4.91\|4.45\|2483285;2026-04-29\|4.81\|-2.04\|4.82\|4.98\|4.71\|2379857;2026-04-30\|4.42\|-8.11\|4.69\|4.75\|4.37\|1754456;2026-05-06\|4.86\|9.95\|4.50\|4.86\|4.50\|1155626;2026-05-07\|5.35\|10.08\|5.28\|5.35\|5.27\|487884;2026-05-08\|5.41\|1.12\|5.66\|5.89\|5.34\|2824980;2026-05-11\|5.26\|-2.77\|5.46\|5.55\|5.21\|1934485;2026-05-12\|5.06\|-3.80\|5.37\|5.45\|5.03\|1383160;2026-05-13\|5.57\|10.08\|5.00\|5.57\|5.00\|1564014;2026-05-14\|5.32\|-4.49\|5.80\|5.85\|5.30\|1905961;2026-05-15\|5.15\|-3.20\|5.25\|5.39\|5.03\|1382060;2026-05-18\|4.84\|-6.02\|5.11\|5.35\|4.69\|1417463;2026-05-19\|4.70\|-2.89\|4.67\|4.81\|4.51\|1011741;2026-05-20\|4.45\|-5.32\|4.64\|4.66\|4.33\|998027;2026-05-21\|4.05\|-8.99\|4.46\|4.49\|4.03\|1146991;2026-05-22\|4.23\|4.44\|4.15\|4.27\|4.00\|874276;2026-05-25\|4.13\|-2.36\|4.26\|4.29\|4.06\|772113;2026-05-26\|3.94\|-4.60\|4.01\|4.02\|3.83\|668494;2026-05-27\|3.91\|-0.76\|3.94\|3.97\|3.77\|544001;2026-05-28\|4.30\|9.97\|3.92\|4.30\|3.91\|383776;2026-05-29\|4.04\|-6.05\|4.28\|4.28\|3.97\|1178251;2026-06-01\|4.01\|-0.74\|3.97\|4.11\|3.87\|655140;2026-06-02\|3.91\|-2.49\|4.00\|4.00\|3.70\|751689;2026-06-03\|3.95\|1.02\|3.88\|4.16\|3.84\|918004;2026-06-04\|3.82\|-3.29\|3.81\|3.93\|3.78\|559472;2026-06-05\|3.76\|-1.57\|3.79\|3.85\|3.71\|454674;2026-06-08\|3.62\|-3.72\|3.65\|3.78\|3.55\|440987;2026-06-09\|3.67\|1.38\|3.71\|3.74\|3.62\|307302;2026-06-10\|3.58\|-2.45\|3.68\|3.82\|3.56\|533008;2026-06-11\|3.51\|-1.96\|3.55\|3.57\|3.45\|430084;2026-06-12\|3.49\|-0.57\|3.58\|3.60\|3.47\|359927;2026-06-15\|3.55\|1.72\|3.53\|3.67\|3.50\|321719;2026-06-16\|3.77\|6.20\|3.55\|3.78\|3.46\|593363;2026-06-17\|3.65\|-3.18\|3.72\|3.72\|3.61\|395588;2026-06-18\|4.02\|10.14\|4.02\|4.02\|3.91\|461350;2026-06-22\|4.26\|5.97\|3.95\|4.36\|3.88\|1503619;2026-06-23\|3.94\|-7.51\|4.09\|4.09\|3.87\|907045;2026-06-24\|3.80\|-3.55\|3.76\|3.90\|3.67\|622790;2026-06-25\|3.59\|-5.53\|3.76\|3.78\|3.54\|560292;2026-06-26\|3.37\|-6.13\|3.53\|3.54\|3.34\|517339;2026-06-29\|3.33\|-1.19\|3.36\|3.44\|3.27\|413359;2026-06-30\|3.37\|1.20\|3.32\|3.41\|3.26\|332275;2026-07-01\|3.42\|1.48\|3.39\|3.47\|3.31\|438979;2026-07-02\|3.30\|-3.51\|3.40\|3.49\|3.28\|419608;2026-07-03\|3.28\|-0.61\|3.32\|3.36\|3.28\|289364;2026-07-06\|3.13\|-4.57\|3.29\|3.32\|3.11\|338061;2026-07-07\|3.03\|-3.19\|3.14\|3.15\|2.99\|280497;2026-07-08\|3.03\|0.00\|3.07\|3.07\|2.96\|241858;2026-07-09\|3.02\|-0.33\|3.03\|3.05\|2.92\|277392;2026-07-10\|3.09\|2.32\|3.02\|3.20\|2.98\|448109;2026-07-13\|2.98\|-3.56\|3.09\|3.30\|2.95\|502948;2026-07-14\|2.99\|0.34\|2.93\|3.02\|2.85\|335356;2026-07-15\|3.29\|10.03\|3.27\|3.29\|3.27\|258397;2026-07-16\|3.34\|1.52\|3.25\|3.50\|3.16\|972668;2026-07-17\|3.14\|-5.99\|3.22\|3.31\|3.06\|628245;2026-07-20\|3.45\|9.87\|3.22\|3.45\|3.22\|424396;2026-07-21\|3.80\|10.14\|3.53\|3.80\|3.46\|698662;2026-07-22\|3.99\|5.00\|4.16\|4.16\|3.78\|1912631;2026-07-23\|3.83\|-4.01\|3.88\|4.05\|3.75\|1516779;2026-07-24\|3.58\|-6.53\|3.64\|3.77\|3.56\|1057575
9871	我国日均Token（词元）调用量超过140万亿	液冷算力+高压快充+多媒体视讯行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月18日互动易，公司致力于布局“算力+冷力”的AIDC技术及应用全面生态，两相液冷技术已在项目中得以应用，签约用户包括马栏山智算、广西北投、甘肃福彩、南昌电信、南通智算等，其中部分项目已交付验收。 2、据2025年年度报告，公司新能源充电桩业务积极完善产品线，一体式直流桩功率涵盖60KW到800KW，群控产品功率涵盖240KW到1280KW，并深耕重卡充电市场，推出兆瓦级群充设备实现超快速补能。 3、据2025年年度报告，公司主营多媒体视讯综合解决方案，致力于成为以制冷为核心的AIDC全面解决方案提供商，深度联动北京航空航天大学团队，将泵驱两相冷板液冷技术实现民用化落地，为客户提供智算中心制冷全生命周期解决方案。	公司与航源光热、广电五舟联合研发了两相液冷高效散热服务器等	2026-03-17\|15.50\|-0.64\|15.63\|15.89\|15.37\|66179;2026-03-18\|16.46\|6.19\|15.50\|16.49\|15.50\|172576;2026-03-19\|16.42\|-0.24\|16.35\|16.70\|16.28\|134563;2026-03-20\|15.53\|-5.42\|16.49\|16.55\|15.51\|107930;2026-03-23\|13.99\|-9.92\|15.35\|15.50\|13.98\|177743;2026-03-24\|15.39\|10.01\|14.39\|15.39\|13.72\|134819;2026-03-25\|16.93\|10.01\|15.52\|16.93\|15.47\|229930;2026-03-26\|16.59\|-2.01\|17.15\|17.41\|16.44\|391810;2026-03-27\|16.55\|-0.24\|16.51\|17.01\|16.34\|248997;2026-03-30\|16.85\|1.81\|16.38\|17.08\|16.23\|257961;2026-03-31\|17.13\|1.66\|16.63\|17.22\|16.43\|283315;2026-04-01\|16.78\|-2.04\|17.45\|17.50\|16.52\|237676;2026-04-02\|16.47\|-1.85\|17.06\|17.20\|16.25\|170982;2026-04-03\|15.91\|-3.40\|16.53\|16.70\|15.74\|172744;2026-04-07\|16.30\|2.45\|15.87\|16.59\|15.78\|138500;2026-04-08\|16.84\|3.31\|16.43\|16.95\|16.43\|174940;2026-04-09\|16.53\|-1.84\|16.47\|16.74\|16.13\|154950;2026-04-10\|16.18\|-2.12\|16.64\|16.75\|16.16\|142427;2026-04-13\|16.82\|3.96\|16.11\|17.67\|16.03\|241429;2026-04-14\|17.01\|1.13\|17.16\|17.49\|16.82\|228082;2026-04-15\|16.70\|-1.82\|17.02\|17.05\|16.56\|143359;2026-04-16\|18.37\|10.00\|16.90\|18.37\|16.90\|219735;2026-04-17\|18.52\|0.82\|20.21\|20.21\|18.50\|770433;2026-04-20\|18.35\|-0.92\|18.78\|19.15\|17.84\|543889;2026-04-21\|17.53\|-4.47\|18.16\|18.25\|17.06\|403858;2026-04-22\|17.33\|-1.14\|17.12\|17.40\|16.88\|289436;2026-04-23\|16.02\|-7.56\|17.04\|17.15\|16.01\|306240;2026-04-24\|15.15\|-5.43\|15.82\|15.82\|15.03\|211775;2026-04-27\|15.26\|0.73\|15.10\|15.34\|14.81\|127811;2026-04-28\|14.52\|-4.85\|15.10\|15.26\|14.46\|169999;2026-04-29\|15.03\|3.51\|14.55\|15.20\|14.55\|164388;2026-04-30\|14.76\|-1.80\|14.95\|15.05\|14.68\|116176;2026-05-06\|15.28\|3.52\|15.00\|15.45\|14.94\|141699;2026-05-07\|15.35\|0.46\|15.29\|15.44\|15.16\|114749;2026-05-08\|15.40\|0.33\|15.33\|15.41\|15.17\|100178;2026-05-11\|15.23\|-1.10\|15.50\|15.51\|15.10\|119409;2026-05-12\|14.90\|-2.17\|15.16\|15.20\|14.82\|91753;2026-05-13\|15.14\|1.61\|14.82\|15.20\|14.80\|75101;2026-05-14\|14.57\|-3.76\|15.22\|15.29\|14.57\|98692;2026-05-15\|14.45\|-0.82\|14.57\|14.83\|14.32\|84464;2026-05-18\|14.55\|0.69\|14.67\|14.75\|14.29\|73622;2026-05-19\|14.71\|1.10\|14.50\|14.92\|14.40\|74412;2026-05-20\|14.28\|-2.92\|14.62\|14.80\|14.22\|76317;2026-05-21\|13.62\|-4.62\|14.31\|14.42\|13.58\|105566;2026-05-22\|13.91\|2.13\|13.67\|13.96\|13.41\|77597;2026-05-25\|13.63\|-2.01\|13.91\|14.04\|13.45\|70081;2026-05-26\|14.99\|9.98\|13.55\|14.99\|13.45\|265505;2026-05-27\|16.49\|10.01\|15.31\|16.49\|15.10\|350716;2026-05-28\|16.72\|1.39\|16.87\|17.00\|16.15\|560071;2026-05-29\|17.48\|4.55\|16.43\|17.85\|16.43\|470317;2026-06-01\|17.78\|1.72\|17.01\|17.98\|16.81\|348023;2026-06-02\|17.13\|-3.66\|17.29\|17.70\|16.96\|252734;2026-06-03\|16.74\|-2.28\|16.96\|17.33\|16.50\|217562;2026-06-04\|16.26\|-2.87\|16.60\|16.60\|15.96\|156826;2026-06-05\|16.29\|0.18\|16.19\|17.02\|16.09\|156752;2026-06-08\|15.38\|-5.59\|15.50\|16.09\|15.06\|129293;2026-06-09\|16.92\|10.01\|15.69\|16.92\|15.03\|107332;2026-06-10\|16.00\|-5.44\|16.80\|16.88\|15.86\|211752;2026-06-11\|15.17\|-5.19\|15.75\|15.94\|14.98\|136097;2026-06-12\|14.58\|-3.89\|15.45\|15.52\|14.52\|125733;2026-06-15\|14.58\|0.00\|14.66\|15.22\|14.41\|123176;2026-06-16\|14.85\|1.85\|14.59\|15.48\|14.10\|206231;2026-06-17\|14.55\|-2.02\|14.63\|14.77\|14.44\|101348;2026-06-18\|14.16\|-2.68\|14.55\|14.55\|14.00\|95869;2026-06-22\|14.38\|1.55\|14.20\|14.38\|13.73\|114517;2026-06-23\|14.49\|0.77\|14.38\|14.99\|14.38\|118734;2026-06-24\|13.86\|-4.35\|14.42\|14.42\|13.66\|111701;2026-06-25\|13.18\|-4.91\|13.71\|13.85\|13.12\|112855;2026-06-26\|12.53\|-4.93\|13.20\|13.22\|12.48\|93139;2026-06-29\|12.24\|-2.31\|12.49\|12.75\|12.01\|82034;2026-06-30\|12.28\|0.33\|12.18\|12.43\|12.00\|76773;2026-07-01\|12.40\|0.98\|12.24\|12.65\|12.13\|100456;2026-07-02\|12.61\|1.69\|12.26\|13.20\|12.18\|148802;2026-07-03\|13.87\|9.99\|12.75\|13.87\|12.61\|192397;2026-07-06\|14.29\|3.03\|13.75\|14.59\|13.53\|286143;2026-07-07\|13.51\|-5.46\|14.22\|14.43\|13.01\|184825;2026-07-08\|13.22\|-2.15\|13.66\|14.09\|12.90\|129196;2026-07-09\|13.32\|0.76\|13.23\|13.33\|12.90\|103091;2026-07-10\|13.20\|-0.90\|13.21\|13.95\|13.11\|125127;2026-07-13\|12.23\|-7.35\|13.03\|13.29\|12.17\|94070;2026-07-14\|11.95\|-2.29\|12.15\|12.29\|11.44\|114894;2026-07-15\|11.75\|-1.67\|11.84\|12.24\|11.65\|78606;2026-07-16\|12.23\|4.09\|11.69\|12.76\|11.56\|128504;2026-07-17\|11.59\|-5.23\|12.11\|12.54\|11.51\|103375;2026-07-20\|11.33\|-2.24\|11.67\|12.08\|11.10\|97467;2026-07-21\|11.43\|0.88\|11.28\|11.43\|10.44\|120337;2026-07-22\|11.37\|-0.52\|11.45\|11.80\|11.26\|76402;2026-07-23\|11.64\|2.37\|11.27\|11.65\|11.24\|83715;2026-07-24\|11.27\|-3.18\|11.42\|11.54\|11.14\|66539
9870	我国日均Token（词元）调用量超过140万亿	算力租赁+蓝宝石+扭亏行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-03-17\|4.04\|-4.49\|4.24\|4.26\|4.03\|1629390;2026-03-18\|4.44\|9.90\|4.11\|4.44\|4.10\|2416748;2026-03-19\|4.88\|9.91\|4.68\|4.88\|4.56\|2846692;2026-03-20\|4.39\|-10.04\|4.88\|4.88\|4.39\|6427274;2026-03-23\|4.36\|-0.68\|4.30\|4.61\|4.30\|4627465;2026-03-24\|4.80\|10.09\|4.42\|4.80\|4.40\|3808421;2026-03-25\|5.28\|10.00\|5.28\|5.28\|5.28\|657563;2026-03-26\|5.53\|4.73\|5.81\|5.81\|5.37\|10379676;2026-03-27\|6.08\|9.95\|5.32\|6.08\|5.13\|10417572;2026-03-30\|6.24\|2.63\|5.80\|6.47\|5.47\|9221899;2026-03-31\|5.70\|-8.65\|6.02\|6.12\|5.69\|6374117;2026-04-01\|6.27\|10.00\|5.92\|6.27\|5.80\|2643236;2026-04-02\|6.17\|-1.59\|6.27\|6.65\|6.04\|7463431;2026-04-03\|5.88\|-4.70\|6.21\|6.38\|5.76\|5446296;2026-04-07\|5.91\|0.51\|5.70\|6.15\|5.60\|5103535;2026-04-08\|6.50\|9.98\|6.18\|6.50\|6.18\|1769109;2026-04-09\|6.56\|0.92\|7.15\|7.15\|6.40\|8378695;2026-04-10\|6.30\|-3.96\|6.56\|6.83\|6.30\|5795423;2026-04-13\|6.42\|1.90\|6.01\|6.50\|6.01\|4992703;2026-04-14\|6.48\|0.93\|6.61\|6.76\|6.42\|5666638;2026-04-15\|6.23\|-3.86\|6.31\|6.55\|6.01\|4907955;2026-04-16\|6.85\|9.95\|6.25\|6.85\|6.24\|5720820;2026-04-17\|7.09\|3.50\|6.85\|7.32\|6.61\|8461098;2026-04-20\|7.16\|0.99\|7.07\|7.57\|7.07\|7028012;2026-04-21\|6.74\|-5.87\|6.89\|7.07\|6.52\|5228805;2026-04-22\|6.82\|1.19\|6.65\|6.89\|6.43\|5039140;2026-04-23\|6.56\|-3.81\|6.77\|6.78\|6.40\|4213546;2026-04-24\|5.99\|-8.69\|6.44\|6.46\|5.90\|4370152;2026-04-27\|5.81\|-3.00\|5.80\|5.91\|5.58\|3027357;2026-04-28\|5.54\|-4.65\|5.93\|5.98\|5.51\|3094829;2026-04-29\|5.55\|0.18\|5.42\|5.74\|5.30\|3200383;2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304;2026-07-20\|3.05\|-1.93\|3.18\|3.38\|3.00\|1330783;2026-07-21\|3.15\|3.28\|3.05\|3.16\|2.81\|1481519;2026-07-22\|3.18\|0.95\|3.10\|3.30\|3.07\|1351490;2026-07-23\|3.40\|6.92\|3.16\|3.50\|3.12\|3023384;2026-07-24\|3.18\|-6.47\|3.31\|3.33\|3.17\|1896506
9869	其它归类	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	轨道交通减振降噪行业龙头	2026-03-17\|23.21\|-0.90\|23.43\|23.99\|22.81\|34731;2026-03-18\|25.76\|10.99\|22.91\|25.90\|22.91\|49165;2026-03-19\|24.35\|-5.47\|25.81\|25.81\|23.80\|41684;2026-03-20\|24.61\|1.07\|24.13\|26.12\|24.13\|41989;2026-03-23\|22.92\|-6.87\|24.50\|24.50\|22.30\|44357;2026-03-24\|25.82\|12.65\|22.94\|25.82\|22.94\|78025;2026-03-25\|26.25\|1.67\|25.89\|27.08\|25.60\|38382;2026-03-26\|26.15\|-0.38\|26.34\|26.86\|25.84\|42967;2026-03-27\|28.73\|9.87\|26.14\|29.20\|25.50\|68158;2026-03-30\|26.82\|-6.65\|26.78\|30.17\|22.98\|180320;2026-03-31\|24.70\|-7.90\|26.31\|26.32\|24.07\|85073;2026-04-01\|24.82\|0.49\|24.33\|25.80\|24.01\|66343;2026-04-02\|26.08\|5.08\|24.50\|26.68\|24.47\|78727;2026-04-03\|31.30\|20.02\|27.81\|31.30\|26.15\|211293;2026-04-07\|33.51\|7.06\|31.20\|34.37\|29.68\|191553;2026-04-08\|40.21\|19.99\|34.18\|40.21\|34.18\|146299;2026-04-09\|39.70\|-1.27\|41.25\|43.99\|38.71\|259093;2026-04-10\|40.50\|2.02\|38.90\|41.60\|38.00\|186253;2026-04-13\|44.30\|9.38\|40.49\|44.37\|38.80\|151033;2026-04-14\|42.81\|-3.36\|44.31\|45.98\|42.05\|136730;2026-04-15\|42.01\|-1.87\|41.56\|43.66\|41.10\|100643;2026-04-16\|43.32\|3.12\|42.13\|43.79\|40.64\|119686;2026-04-17\|43.50\|0.42\|44.03\|49.58\|43.15\|151453;2026-04-20\|43.14\|-0.83\|44.36\|46.34\|41.00\|141681;2026-04-21\|45.68\|5.89\|42.80\|47.56\|41.20\|144398;2026-04-22\|47.55\|4.09\|44.80\|49.69\|43.80\|140662;2026-04-23\|44.75\|-5.89\|46.98\|48.59\|44.10\|122399;2026-04-24\|44.63\|-0.27\|43.94\|46.80\|43.41\|105906;2026-04-27\|48.00\|7.55\|44.32\|49.60\|43.06\|135087;2026-04-28\|48.30\|0.62\|48.50\|50.00\|47.20\|153894;2026-04-29\|54.20\|12.22\|48.00\|55.58\|47.47\|152030;2026-04-30\|55.20\|1.84\|54.30\|56.91\|52.58\|126943;2026-05-06\|56.10\|1.63\|56.65\|57.59\|52.02\|132403;2026-05-07\|59.96\|6.88\|55.09\|61.68\|53.00\|141146;2026-05-08\|63.99\|6.72\|58.49\|64.71\|58.49\|109900;2026-05-11\|63.42\|-0.89\|65.27\|67.00\|61.87\|107776;2026-05-12\|60.39\|-4.78\|63.42\|63.87\|60.18\|82169;2026-05-13\|59.30\|-1.80\|59.89\|60.58\|57.11\|89930;2026-05-14\|59.21\|-0.15\|60.71\|62.88\|58.58\|76925;2026-05-15\|56.18\|-5.12\|58.83\|60.66\|53.58\|110600;2026-05-18\|54.39\|-3.19\|55.50\|57.53\|53.72\|78931;2026-05-19\|55.55\|2.13\|54.99\|57.86\|52.62\|92203;2026-05-20\|59.80\|7.65\|54.63\|60.00\|52.00\|107880;2026-05-21\|54.86\|-8.26\|61.00\|61.00\|54.66\|101945;2026-05-22\|56.05\|2.17\|55.00\|58.91\|54.00\|76884;2026-05-25\|55.19\|-1.53\|56.50\|56.97\|50.13\|100421;2026-05-26\|58.76\|6.47\|55.00\|59.40\|52.88\|88532;2026-05-27\|54.21\|-7.74\|58.00\|59.96\|53.94\|80920;2026-05-28\|55.89\|3.10\|53.25\|56.86\|53.09\|60234;2026-05-29\|53.31\|-4.62\|56.00\|61.19\|52.90\|85591;2026-06-01\|50.65\|-4.99\|52.92\|53.55\|50.00\|58910;2026-06-02\|52.73\|4.11\|50.35\|54.69\|49.00\|58703;2026-06-03\|54.98\|4.27\|54.00\|57.50\|51.60\|89311;2026-06-04\|52.60\|-4.33\|53.70\|55.70\|50.50\|70428;2026-06-05\|52.20\|-0.76\|51.85\|54.39\|50.10\|50969;2026-06-08\|46.64\|-10.65\|50.00\|51.00\|46.47\|65274;2026-06-09\|47.36\|1.54\|48.00\|48.50\|45.88\|52765;2026-06-10\|56.83\|20.00\|47.35\|56.83\|44.78\|129758;2026-06-11\|52.41\|-7.78\|55.82\|55.88\|51.60\|103887;2026-06-12\|48.80\|-6.89\|52.70\|54.60\|48.73\|68017;2026-06-15\|51.13\|4.77\|49.28\|51.88\|48.01\|58550;2026-06-16\|52.14\|1.98\|50.96\|52.50\|50.05\|56585;2026-06-17\|56.58\|8.52\|51.50\|56.99\|51.50\|82050;2026-06-18\|67.90\|20.01\|57.88\|67.90\|56.71\|131170;2026-06-22\|72.27\|6.44\|71.47\|73.00\|67.99\|118735;2026-06-23\|69.99\|-3.15\|72.87\|74.00\|69.00\|98165;2026-06-24\|70.20\|0.30\|70.00\|71.00\|66.81\|69671;2026-06-25\|67.06\|-4.47\|70.20\|71.96\|66.83\|73182;2026-06-26\|62.91\|-6.19\|65.80\|65.99\|62.00\|58435;2026-06-29\|61.15\|-2.80\|62.21\|63.22\|58.00\|54110;2026-06-30\|64.06\|4.76\|61.00\|64.50\|59.62\|53101;2026-07-01\|65.01\|1.48\|65.27\|68.88\|63.31\|63350;2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|47784;2026-07-13\|49.22\|-5.58\|50.98\|52.91\|49.17\|44155;2026-07-14\|52.22\|6.10\|49.13\|53.50\|48.70\|42902;2026-07-15\|55.98\|7.20\|52.98\|58.88\|51.48\|69551;2026-07-16\|52.99\|-5.34\|55.10\|57.44\|52.58\|44369;2026-07-17\|47.22\|-10.89\|53.58\|53.58\|47.06\|50757;2026-07-20\|44.80\|-5.12\|48.99\|49.94\|41.02\|54646;2026-07-21\|49.48\|10.45\|44.00\|49.55\|39.89\|52068;2026-07-22\|44.53\|-10.00\|48.54\|48.99\|44.50\|40756;2026-07-23\|50.20\|12.73\|44.78\|53.00\|42.12\|58015;2026-07-24\|48.28\|-3.82\|49.19\|50.20\|47.68\|31776
9868	其它归类	并购锐能+年报增长+新能源汽车+理想零跑 1、据2026年4月10日公告，公司拟以2.4亿元现金收购安徽锐能30%股权，标的公司承诺2026-2028年净利润分别不低于6000万、6800万、7600万元，强化电动化布局。 2、据2026年4月9日披露的2025年年度报告，2025年净利润1.36亿元，同比增长750.56%，拟每10股派8元，现金分红4215.64万元。 3、公司的主营业务是发动机管理系统、纯电动汽车动力电子控制系统、混合动力汽车动力电子控制系统、车联网产品以及相关的技术开发及标定服务。据2025年4月19日披露的2024年度报告，公司EMS、VCU、MCU等产品已批量配套理想、零跑、广汽、长安等混动车型，2024年乘用车EMS及新能源控制器收入4.89亿元，同比增长255.85%。	汽车动力电子控制系统提供商，主营业务包括汽车发动机管理系统等；2025年净利润预增6倍至8倍	2026-03-17\|95.41\|-4.45\|99.85\|99.85\|95.00\|9223;2026-03-18\|95.73\|0.34\|95.40\|97.31\|93.91\|5917;2026-03-19\|92.46\|-3.42\|94.62\|94.62\|91.72\|7482;2026-03-20\|88.98\|-3.76\|94.31\|94.85\|88.90\|8782;2026-03-23\|85.96\|-3.39\|87.76\|90.17\|84.88\|9340;2026-03-24\|96.99\|12.83\|87.68\|97.83\|86.88\|16489;2026-03-25\|95.40\|-1.64\|97.50\|97.58\|94.30\|9673;2026-03-26\|98.66\|3.42\|95.69\|99.80\|94.47\|13156;2026-03-27\|97.55\|-1.13\|95.82\|98.60\|94.58\|7367;2026-03-30\|100.83\|3.36\|96.99\|101.87\|96.04\|13616;2026-03-31\|97.97\|-2.84\|99.83\|100.97\|97.50\|7874;2026-04-01\|98.22\|0.26\|100.98\|101.48\|97.28\|11699;2026-04-02\|102.33\|4.18\|98.22\|103.55\|97.01\|14704;2026-04-03\|107.99\|5.53\|103.08\|109.50\|101.50\|17262;2026-04-07\|107.99\|0.00\|107.89\|109.95\|105.13\|13873;2026-04-08\|110.00\|1.86\|108.16\|110.11\|105.72\|16299;2026-04-09\|116.60\|6.00\|108.98\|116.70\|107.00\|20576;2026-04-10\|111.96\|-3.98\|113.99\|114.94\|109.51\|22215;2026-04-13\|134.35\|20.00\|111.98\|134.35\|111.98\|41822;2026-04-14\|138.90\|3.39\|144.00\|144.00\|134.60\|46439;2026-04-15\|137.21\|-1.22\|141.21\|145.00\|136.27\|29358;2026-04-16\|136.75\|-0.34\|134.74\|138.58\|131.00\|23618;2026-04-17\|145.22\|6.19\|136.75\|149.88\|134.85\|26049;2026-04-20\|145.71\|0.34\|144.00\|147.83\|142.03\|23372;2026-04-21\|146.35\|0.44\|144.26\|154.72\|144.26\|19232;2026-04-22\|155.36\|6.16\|146.07\|156.44\|141.15\|18919;2026-04-23\|152.64\|-1.75\|156.00\|158.00\|150.31\|21199;2026-04-24\|151.88\|-0.50\|150.01\|154.95\|146.63\|17784;2026-04-27\|158.00\|4.03\|154.00\|161.51\|150.22\|18999;2026-04-28\|146.47\|-7.30\|153.00\|155.99\|144.08\|22276;2026-04-29\|154.49\|5.48\|146.93\|163.66\|146.47\|23438;2026-04-30\|148.26\|-4.03\|152.70\|154.25\|146.65\|18838;2026-05-06\|147.00\|-0.85\|145.20\|150.26\|142.02\|25454;2026-05-07\|150.71\|2.52\|147.00\|150.86\|146.21\|16235;2026-05-08\|156.11\|3.58\|147.95\|157.99\|147.65\|17053;2026-05-11\|164.37\|5.29\|159.11\|167.85\|158.00\|21256;2026-05-12\|162.71\|-1.01\|163.71\|164.37\|159.58\|13078;2026-05-13\|169.87\|4.40\|162.00\|172.08\|161.00\|16965;2026-05-14\|159.00\|-6.40\|171.00\|172.70\|158.88\|17791;2026-05-15\|151.20\|-4.91\|159.47\|160.82\|148.80\|19509;2026-05-18\|145.99\|-3.45\|151.20\|151.97\|145.00\|14342;2026-05-19\|156.22\|7.01\|144.54\|158.88\|144.03\|17412;2026-05-20\|155.58\|-0.41\|153.38\|162.88\|151.38\|17989;2026-05-21\|147.04\|-5.49\|155.58\|155.64\|146.68\|14415;2026-05-22\|142.11\|-3.35\|149.94\|150.69\|141.00\|16624;2026-05-25\|139.81\|-1.62\|142.90\|145.67\|138.50\|14304;2026-05-26\|131.90\|-5.66\|139.01\|140.39\|129.10\|21097;2026-05-27\|128.86\|-2.30\|132.00\|133.00\|126.00\|15256;2026-05-28\|127.20\|-1.29\|129.25\|130.00\|124.05\|12580;2026-05-29\|120.91\|-4.95\|127.71\|130.00\|120.20\|13782;2026-06-01\|115.70\|-4.31\|120.33\|123.06\|115.00\|15038;2026-06-02\|116.05\|0.30\|118.30\|120.10\|112.10\|17426;2026-06-03\|112.05\|-3.45\|114.86\|115.81\|109.66\|17161;2026-06-04\|109.69\|-2.11\|113.00\|117.64\|105.00\|28252;2026-06-05\|109.65\|-0.04\|111.50\|112.50\|107.00\|18785;2026-06-08\|106.50\|-2.87\|106.20\|109.64\|104.66\|13984;2026-06-09\|109.48\|2.80\|107.78\|109.94\|105.00\|12112;2026-06-10\|104.24\|-4.79\|107.98\|109.38\|102.50\|15771;2026-06-11\|108.27\|4.67\|105.00\|111.89\|104.82\|22128;2026-06-12\|108.64\|0.34\|110.32\|116.20\|108.26\|21900;2026-06-15\|116.08\|6.85\|109.84\|118.00\|108.64\|24078;2026-06-16\|117.55\|1.27\|118.00\|120.92\|115.02\|17950;2026-06-17\|120.03\|2.11\|119.61\|120.44\|116.00\|13527;2026-06-18\|122.45\|2.02\|118.00\|123.79\|118.00\|13455;2026-06-22\|122.51\|0.05\|125.00\|127.80\|118.10\|21403;2026-06-23\|125.26\|2.24\|120.74\|128.40\|119.36\|18295;2026-06-24\|127.69\|1.94\|125.00\|128.50\|121.86\|13872;2026-06-25\|131.95\|3.34\|127.01\|136.32\|127.01\|19111;2026-06-26\|133.19\|0.94\|133.14\|135.00\|127.80\|15289;2026-06-29\|130.51\|-2.01\|131.74\|135.05\|124.26\|17965;2026-06-30\|133.65\|2.41\|126.81\|133.93\|126.81\|11807;2026-07-01\|134.65\|0.75\|136.00\|136.00\|131.00\|12049;2026-07-02\|129.20\|-4.05\|133.74\|137.21\|127.50\|13847;2026-07-03\|127.14\|-1.59\|129.20\|134.20\|126.12\|13057;2026-07-06\|121.43\|-4.49\|127.00\|129.05\|120.50\|13573;2026-07-07\|116.59\|-3.99\|122.40\|122.40\|115.56\|9259;2026-07-08\|109.08\|-6.44\|116.19\|116.61\|108.81\|9935;2026-07-09\|112.71\|3.33\|109.77\|113.49\|104.80\|10529;2026-07-10\|112.77\|0.05\|112.71\|117.21\|111.72\|8433;2026-07-13\|105.25\|-6.67\|112.77\|112.80\|103.00\|10464;2026-07-14\|103.81\|-1.37\|104.73\|105.60\|99.81\|8359;2026-07-15\|100.99\|-2.72\|103.87\|106.80\|99.24\|8141;2026-07-16\|99.61\|-1.37\|101.34\|108.99\|97.22\|12721;2026-07-17\|88.52\|-11.13\|100.00\|100.62\|88.01\|11004;2026-07-20\|82.88\|-6.37\|91.39\|92.77\|80.18\|14303;2026-07-21\|85.01\|2.57\|84.26\|85.48\|75.00\|13832;2026-07-22\|82.54\|-2.91\|85.00\|85.63\|81.01\|10564;2026-07-23\|87.78\|6.35\|81.13\|89.48\|81.13\|17822;2026-07-24\|86.70\|-1.23\|86.65\|88.20\|84.20\|8203
9867	其它归类	涨停揭秘：消费电子新品发布周期临近叠加高端礼盒需求回暖，自动化包装设备订单预期升温；涨停缘由：公司为苹果、华为等消费电子头部客户配套精品盒自动化产线，受益于Q2旗舰机密集发布及高端烟酒礼盒旺季备货；资金逻辑：3月24日首次涨停即放巨量，主力与大单同步净流入，小单净流出收窄，显示资金主动吸筹而非跟风炒作；风险提示：行业竞争加剧且下游集中度高，单一客户依赖度风险未消除，缺乏明确催化剂公告支撑	公司主营自动化包装设备及配套产品，用于消费电子、食品烟酒等精品盒生产，系国内研发实力强、品类齐全的包装设备供应商	2026-03-17\|55.25\|-2.21\|57.00\|57.55\|55.19\|7824;2026-03-18\|58.80\|6.43\|55.61\|59.58\|54.91\|12894;2026-03-19\|56.96\|-3.13\|58.50\|58.57\|56.49\|9334;2026-03-20\|54.78\|-3.83\|56.78\|57.46\|54.40\|8686;2026-03-23\|52.80\|-3.61\|53.69\|55.60\|51.64\|10433;2026-03-24\|60.98\|15.49\|53.48\|61.38\|52.48\|22310;2026-03-25\|61.80\|1.34\|59.34\|62.59\|59.34\|19652;2026-03-26\|62.10\|0.49\|61.94\|62.79\|60.00\|13445;2026-03-27\|63.57\|2.37\|61.48\|64.09\|61.00\|15810;2026-03-30\|60.61\|-4.66\|62.35\|63.02\|59.33\|14779;2026-03-31\|58.75\|-3.07\|60.55\|60.68\|58.40\|8995;2026-04-01\|60.52\|3.01\|59.64\|60.65\|58.61\|8119;2026-04-02\|60.10\|-0.69\|60.52\|60.77\|59.27\|5338;2026-04-03\|57.38\|-4.53\|60.57\|60.99\|57.20\|7532;2026-04-07\|58.68\|2.27\|57.39\|58.86\|56.91\|7896;2026-04-08\|62.00\|5.66\|59.15\|62.99\|59.12\|16765;2026-04-09\|60.54\|-2.35\|61.82\|62.23\|59.89\|10083;2026-04-10\|59.62\|-1.52\|60.98\|62.27\|59.49\|7045;2026-04-13\|59.71\|0.15\|59.80\|59.94\|57.80\|6764;2026-04-14\|58.61\|-1.84\|59.58\|60.65\|58.42\|6727;2026-04-15\|58.64\|0.05\|58.90\|59.40\|58.22\|4287;2026-04-16\|58.43\|-0.36\|58.63\|59.00\|57.50\|7495;2026-04-17\|58.43\|0.00\|58.43\|59.19\|57.87\|6794;2026-04-20\|59.30\|1.49\|58.62\|59.89\|57.00\|8407;2026-04-21\|58.60\|-1.18\|59.40\|60.36\|57.81\|8494;2026-04-22\|57.16\|-2.46\|58.24\|59.40\|56.95\|7681;2026-04-23\|56.81\|-0.61\|58.00\|58.00\|55.67\|7449;2026-04-24\|56.15\|-1.16\|56.79\|57.20\|55.69\|5793;2026-04-27\|57.84\|3.01\|55.93\|59.15\|55.93\|9864;2026-04-28\|57.00\|-1.45\|57.49\|58.22\|56.41\|9147;2026-04-29\|58.90\|3.33\|55.94\|59.91\|55.94\|9669;2026-04-30\|59.10\|0.34\|58.70\|60.33\|57.90\|7947;2026-05-06\|58.50\|-1.02\|60.58\|60.60\|57.72\|11627;2026-05-07\|58.18\|-0.55\|58.27\|59.19\|57.12\|10392;2026-05-08\|60.87\|4.62\|58.20\|61.10\|57.52\|12319;2026-05-11\|60.12\|-1.23\|60.88\|61.17\|59.02\|10091;2026-05-12\|59.04\|-1.80\|59.97\|60.69\|58.25\|8977;2026-05-13\|57.79\|-2.12\|59.34\|59.34\|57.36\|7275;2026-05-14\|58.60\|1.40\|58.28\|59.55\|57.84\|7844;2026-05-15\|60.41\|3.09\|58.72\|61.00\|58.50\|9828;2026-05-18\|59.38\|-1.71\|60.11\|60.60\|58.66\|10493;2026-05-19\|58.50\|-1.48\|59.38\|60.23\|57.72\|7304;2026-05-20\|57.06\|-2.46\|58.56\|58.80\|56.06\|8002;2026-05-21\|55.36\|-2.98\|57.57\|58.78\|55.01\|9004;2026-05-22\|55.62\|0.47\|56.00\|56.92\|55.06\|7157;2026-05-25\|54.00\|-2.91\|56.28\|56.66\|53.40\|11773;2026-05-26\|52.35\|-3.06\|54.00\|54.99\|52.07\|6184;2026-05-27\|54.35\|3.82\|52.81\|56.29\|52.41\|11189;2026-05-28\|56.94\|4.77\|54.29\|57.20\|52.89\|9157;2026-05-29\|53.32\|-6.36\|56.84\|57.32\|52.60\|7680;2026-06-01\|53.06\|-0.49\|53.30\|54.74\|52.74\|4712;2026-06-02\|51.70\|-2.56\|54.02\|54.12\|51.32\|4925;2026-06-03\|50.81\|-1.72\|51.63\|51.99\|50.01\|5037;2026-06-04\|50.96\|0.30\|50.67\|51.41\|49.90\|4636;2026-06-05\|53.24\|4.47\|50.63\|54.58\|50.54\|10095;2026-06-08\|50.30\|-5.52\|51.31\|53.00\|49.26\|5692;2026-06-09\|50.78\|0.95\|50.35\|51.80\|50.23\|4358;2026-06-10\|49.90\|-1.73\|50.26\|50.73\|48.99\|3959;2026-06-11\|48.76\|-2.28\|50.39\|50.39\|47.82\|3250;2026-06-12\|48.67\|-0.18\|49.25\|49.87\|48.00\|4442;2026-06-15\|48.74\|0.14\|49.63\|50.67\|48.45\|5896;2026-06-16\|49.68\|1.93\|48.63\|50.66\|47.55\|4419;2026-06-17\|48.31\|-2.76\|49.83\|49.92\|47.97\|3875;2026-06-18\|47.95\|-0.75\|49.38\|49.60\|47.40\|6265;2026-06-22\|47.43\|-1.08\|47.45\|47.87\|45.02\|6970;2026-06-23\|49.25\|3.84\|46.99\|50.66\|46.99\|7281;2026-06-24\|47.50\|-3.55\|49.25\|50.48\|47.06\|6390;2026-06-25\|45.97\|-3.22\|47.50\|47.86\|45.22\|4992;2026-06-26\|43.65\|-5.05\|47.11\|47.11\|43.30\|7906;2026-06-29\|43.28\|-0.85\|43.41\|44.09\|40.81\|8888;2026-06-30\|42.98\|-0.69\|44.25\|44.25\|42.28\|6580;2026-07-01\|44.60\|3.77\|42.62\|45.01\|42.62\|9281;2026-07-02\|43.84\|-1.70\|45.49\|47.80\|43.51\|9627;2026-07-03\|45.21\|3.12\|43.86\|46.00\|43.86\|8583;2026-07-06\|45.01\|-0.44\|45.26\|46.65\|44.57\|6509;2026-07-07\|43.68\|-2.95\|45.01\|45.60\|43.43\|5257;2026-07-08\|42.81\|-1.99\|43.87\|44.50\|42.25\|5415;2026-07-09\|42.75\|-0.14\|42.78\|43.24\|41.77\|4307;2026-07-10\|43.21\|3.50\|42.68\|44.52\|41.68\|5413;2026-07-13\|41.59\|-3.75\|43.00\|43.51\|41.30\|4492;2026-07-14\|42.86\|3.05\|41.84\|43.44\|40.83\|5268;2026-07-15\|42.95\|0.21\|43.12\|43.71\|42.38\|4232;2026-07-16\|43.56\|1.42\|42.31\|44.80\|42.04\|5011;2026-07-17\|41.10\|-5.65\|43.52\|44.18\|40.62\|5457;2026-07-20\|39.29\|-4.40\|41.52\|43.95\|38.36\|9589;2026-07-21\|38.61\|-1.73\|38.62\|39.29\|35.26\|7609;2026-07-22\|37.82\|-2.05\|38.42\|38.92\|37.50\|4794;2026-07-23\|39.99\|5.74\|38.12\|40.30\|38.12\|3977;2026-07-24\|39.10\|-2.23\|39.25\|40.00\|38.60\|2876
9866	其它归类	光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-03-17\|10.65\|-1.30\|11.00\|11.20\|10.57\|615792;2026-03-18\|10.80\|1.41\|10.60\|11.01\|10.50\|369215;2026-03-19\|10.59\|-1.94\|10.73\|10.99\|10.41\|404920;2026-03-20\|10.25\|-3.21\|10.51\|10.97\|10.20\|297963;2026-03-23\|9.26\|-9.66\|10.20\|10.20\|9.23\|456330;2026-03-24\|10.19\|10.04\|9.49\|10.19\|8.76\|662898;2026-03-25\|11.21\|10.01\|10.69\|11.21\|10.48\|282269;2026-03-26\|11.37\|1.43\|11.68\|12.00\|11.22\|803975;2026-03-27\|11.56\|1.67\|11.60\|11.75\|10.96\|493652;2026-03-30\|11.34\|-1.90\|11.41\|11.58\|11.07\|326820;2026-03-31\|10.84\|-4.41\|11.49\|11.60\|10.78\|325295;2026-04-01\|11.53\|6.37\|11.18\|11.84\|11.00\|435160;2026-04-02\|11.00\|-4.60\|11.31\|11.68\|10.86\|255938;2026-04-03\|10.63\|-3.36\|11.07\|11.07\|10.56\|245186;2026-04-07\|10.96\|3.10\|10.63\|11.32\|10.50\|268782;2026-04-08\|11.64\|6.20\|11.19\|11.66\|10.96\|333926;2026-04-09\|12.07\|3.69\|11.58\|12.53\|11.36\|456192;2026-04-10\|12.30\|1.91\|12.10\|12.51\|12.05\|360605;2026-04-13\|12.23\|-0.57\|12.28\|12.35\|11.98\|260261;2026-04-14\|12.19\|-0.33\|12.25\|12.65\|12.14\|239846;2026-04-15\|13.41\|10.01\|12.20\|13.41\|12.08\|416025;2026-04-16\|14.00\|4.40\|13.74\|14.34\|13.18\|577648;2026-04-17\|13.45\|-3.93\|13.97\|14.42\|12.80\|562250;2026-04-20\|13.46\|0.07\|13.60\|13.99\|13.20\|420025;2026-04-21\|13.96\|3.71\|13.05\|14.10\|12.75\|461019;2026-04-22\|14.24\|2.01\|13.85\|14.57\|13.43\|377752;2026-04-23\|13.51\|-5.13\|14.24\|14.44\|13.41\|352532;2026-04-24\|13.47\|-0.30\|13.92\|13.93\|13.11\|261814;2026-04-27\|13.19\|-2.08\|13.29\|13.51\|12.66\|305836;2026-04-28\|13.00\|-1.44\|13.20\|13.38\|12.85\|235802;2026-04-29\|12.94\|-0.46\|12.77\|13.37\|12.77\|244474;2026-04-30\|13.34\|3.09\|12.82\|13.78\|12.70\|329692;2026-05-06\|13.54\|1.50\|13.42\|13.80\|13.18\|257703;2026-05-07\|13.43\|-0.81\|13.59\|13.79\|13.38\|218397;2026-05-08\|13.20\|-1.71\|13.29\|13.43\|12.99\|240921;2026-05-11\|12.13\|-8.11\|13.19\|13.19\|11.89\|586258;2026-05-12\|12.09\|-0.33\|12.24\|12.55\|12.00\|296193;2026-05-13\|11.10\|-8.19\|12.19\|12.19\|10.92\|678274;2026-05-14\|12.21\|10.00\|11.40\|12.21\|11.40\|334433;2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822;2026-07-13\|9.28\|-9.99\|10.11\|10.20\|9.28\|355892;2026-07-14\|9.39\|1.19\|9.22\|9.65\|9.04\|251798;2026-07-15\|9.19\|-2.13\|9.39\|9.53\|9.10\|212915;2026-07-16\|8.62\|-6.20\|9.08\|9.16\|8.53\|278668;2026-07-17\|7.89\|-8.47\|8.50\|8.60\|7.77\|358069;2026-07-20\|7.10\|-10.01\|7.99\|7.99\|7.10\|440524;2026-07-21\|7.31\|2.96\|7.20\|7.31\|6.39\|470271;2026-07-22\|7.00\|-4.24\|7.29\|7.33\|6.93\|284517;2026-07-23\|7.34\|4.86\|7.01\|7.42\|6.95\|309819;2026-07-24\|7.09\|-3.41\|7.27\|7.44\|7.08\|247434
9865	其它归类	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯已布局石墨烯透明导电薄膜技术，可应用于柔性触控领域，具备相关专利储备	2026-03-17\|7.29\|-2.67\|7.49\|7.53\|7.21\|329914;2026-03-18\|7.40\|1.51\|7.30\|7.60\|7.08\|278317;2026-03-19\|7.01\|-5.27\|7.30\|7.52\|6.96\|269420;2026-03-20\|6.79\|-3.14\|7.01\|7.07\|6.77\|195153;2026-03-23\|6.26\|-7.81\|6.21\|6.65\|6.14\|331921;2026-03-24\|6.89\|10.06\|6.38\|6.89\|6.30\|290619;2026-03-25\|6.93\|0.58\|6.95\|7.18\|6.80\|258536;2026-03-26\|7.06\|1.88\|6.99\|7.27\|6.88\|315490;2026-03-27\|7.04\|-0.28\|7.05\|7.13\|6.91\|208620;2026-03-30\|6.84\|-2.84\|6.91\|6.95\|6.67\|184911;2026-03-31\|6.63\|-3.07\|6.85\|6.89\|6.60\|131000;2026-04-01\|6.80\|2.56\|6.74\|6.96\|6.69\|132900;2026-04-02\|6.58\|-3.24\|6.80\|6.81\|6.55\|121501;2026-04-03\|6.21\|-5.62\|6.57\|6.60\|6.19\|146394;2026-04-07\|6.83\|9.98\|6.19\|6.83\|6.17\|267326;2026-04-08\|6.85\|0.29\|6.88\|6.99\|6.68\|317073;2026-04-09\|7.27\|6.13\|6.91\|7.44\|6.71\|408920;2026-04-10\|7.25\|-0.28\|7.31\|7.47\|7.20\|247301;2026-04-13\|7.21\|-0.55\|7.24\|7.29\|7.09\|173593;2026-04-14\|7.32\|1.53\|7.44\|7.50\|7.12\|238085;2026-04-15\|7.22\|-1.37\|7.32\|7.55\|7.20\|249295;2026-04-16\|7.22\|0.00\|7.27\|7.27\|7.06\|160229;2026-04-17\|7.37\|2.08\|7.27\|7.50\|7.14\|214034;2026-04-20\|7.51\|1.90\|7.35\|7.58\|7.33\|176669;2026-04-21\|7.26\|-3.33\|7.49\|7.49\|7.08\|239914;2026-04-22\|7.46\|2.75\|7.25\|7.69\|7.13\|221216;2026-04-23\|7.26\|-2.68\|7.51\|7.63\|7.23\|169566;2026-04-24\|7.23\|-0.41\|7.26\|7.36\|7.09\|153969;2026-04-27\|7.29\|0.83\|7.23\|7.47\|7.13\|141413;2026-04-28\|7.32\|0.41\|7.27\|7.56\|7.23\|208328;2026-04-29\|7.61\|3.96\|7.30\|7.68\|7.21\|258450;2026-04-30\|7.89\|3.68\|7.65\|8.26\|7.62\|343780;2026-05-06\|8.59\|8.87\|7.80\|8.68\|7.72\|688199;2026-05-07\|8.48\|-1.28\|8.82\|9.18\|8.30\|1000758;2026-05-08\|8.45\|-0.35\|8.29\|8.80\|8.01\|768863;2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869;2026-07-13\|8.89\|-8.16\|9.61\|9.70\|8.85\|304562;2026-07-14\|8.69\|-2.25\|8.95\|9.18\|8.41\|291755;2026-07-15\|8.46\|-2.65\|8.68\|8.88\|8.40\|204859;2026-07-16\|7.90\|-6.62\|8.51\|8.54\|7.83\|269270;2026-07-17\|7.35\|-6.96\|7.92\|7.96\|7.20\|305203;2026-07-20\|6.62\|-9.93\|7.35\|7.59\|6.62\|326004;2026-07-21\|6.43\|-2.87\|6.56\|6.61\|5.96\|497268;2026-07-22\|6.42\|-0.16\|6.38\|6.93\|6.32\|431721;2026-07-23\|6.42\|0.00\|6.40\|6.58\|6.27\|276889;2026-07-24\|6.04\|-5.92\|6.36\|6.41\|6.02\|246670

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