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
9198	特斯拉计划采购中国光伏设备	澳洲大单+储能逆变器+光伏设备行业原因： 1、当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，欧洲气价一日暴涨50%，催化户储需求预期。 2、东吴证券发布研报称，展望2026年海外户储行业，东欧及其他欧洲国家户储需求旺盛，亚非拉等市场低光储渗透率，户储成长空间大。公司原因： 1、据2026年1月26日公告，公司与Raystech Group Pty Ltd签订2026年销售合作协议，对方承诺2026年度澳洲户储出货容量不低于1GWh，协议为框架性约定，具体金额待后续合同确定。 2、据2025年12月4日机构调研，2025年前三季度工商业储能系统营收约3.7亿元，全年预计5.5–6亿元，业务快速放量。 3、据2025年半年度报告，公司已形成储能逆变器、储能电池、并网逆变器及微型逆变器全系列产能，2GWh储能电池及100万台光伏逆变器二期项目已投产，产能持续释放。	国际知名光伏储能系统提供商；现有AELIO、TRENE两个产品系列的工商储能系统，功率覆盖50～125kW，电池容量涵盖100度～261度电，支持10套系统并机拓展运行，可满足工商业电站和分布式光伏电站配储的需求	2026-03-17\|133.61\|-3.85\|141.48\|141.77\|132.88\|75190;2026-03-18\|129.89\|-2.78\|133.53\|135.49\|125.05\|90085;2026-03-19\|130.94\|0.81\|134.00\|134.80\|127.30\|100645;2026-03-20\|144.00\|9.97\|128.81\|157.13\|128.81\|146884;2026-03-23\|135.87\|-5.65\|140.00\|147.00\|132.02\|132644;2026-03-24\|134.40\|-1.08\|135.87\|138.76\|128.00\|96371;2026-03-25\|126.58\|-5.82\|129.00\|133.71\|125.01\|152991;2026-03-26\|122.23\|-3.44\|124.00\|127.85\|117.71\|107206;2026-03-27\|121.64\|-0.48\|119.70\|126.63\|119.60\|90013;2026-03-30\|119.59\|-1.69\|123.03\|126.80\|116.08\|81828;2026-03-31\|117.00\|-2.17\|118.23\|123.10\|116.11\|70491;2026-04-01\|115.00\|-1.71\|116.95\|120.51\|111.09\|94155;2026-04-02\|109.53\|-4.76\|113.85\|116.80\|108.39\|85291;2026-04-03\|106.99\|-2.32\|111.23\|114.16\|106.15\|49016;2026-04-07\|109.40\|2.25\|107.28\|112.60\|105.22\|60010;2026-04-08\|107.00\|-2.19\|111.40\|112.95\|105.51\|104928;2026-04-09\|110.07\|2.87\|106.99\|112.61\|106.00\|82414;2026-04-10\|117.85\|7.07\|115.99\|121.16\|112.07\|132966;2026-04-13\|121.35\|2.97\|118.60\|126.63\|113.80\|91085;2026-04-14\|117.55\|-3.13\|122.93\|123.11\|112.19\|89882;2026-04-15\|106.01\|-9.82\|114.31\|115.67\|105.21\|107776;2026-04-16\|105.76\|-0.24\|106.00\|108.53\|104.13\|62530;2026-04-17\|105.60\|-0.15\|105.00\|108.06\|104.50\|51364;2026-04-20\|108.65\|2.89\|105.11\|111.83\|105.11\|63638;2026-04-21\|108.09\|-0.52\|108.48\|109.24\|106.00\|31411;2026-04-22\|109.29\|1.11\|108.10\|109.74\|106.10\|44106;2026-04-23\|109.89\|0.55\|108.83\|112.83\|107.10\|68873;2026-04-24\|106.07\|-3.48\|109.89\|109.94\|105.69\|62075;2026-04-27\|101.32\|-4.48\|103.81\|105.80\|98.38\|102257;2026-04-28\|102.55\|1.21\|99.31\|104.89\|99.10\|72615;2026-04-29\|117.00\|14.09\|107.56\|119.88\|107.00\|114491;2026-04-30\|121.66\|3.98\|117.00\|123.95\|115.89\|112214;2026-05-06\|120.69\|-0.80\|119.40\|122.60\|116.25\|69247;2026-05-07\|121.54\|0.70\|119.00\|123.81\|116.11\|62006;2026-05-08\|117.50\|-3.32\|119.50\|123.00\|114.65\|57752;2026-05-11\|121.12\|3.08\|118.67\|124.30\|116.99\|62875;2026-05-12\|119.30\|-1.50\|121.01\|123.49\|118.32\|48746;2026-05-13\|121.63\|1.95\|120.20\|123.30\|117.33\|52352;2026-05-14\|119.02\|-2.15\|121.44\|124.00\|118.18\|42691;2026-05-15\|116.99\|-1.71\|118.41\|122.90\|114.51\|57322;2026-05-18\|123.90\|5.91\|115.94\|128.28\|114.86\|93406;2026-05-19\|125.35\|1.17\|125.06\|129.68\|120.90\|61918;2026-05-20\|131.49\|4.90\|126.01\|134.58\|122.14\|89892;2026-05-21\|123.56\|-6.03\|129.00\|130.58\|123.00\|61075;2026-05-22\|122.88\|-0.55\|124.41\|130.00\|121.20\|63928;2026-05-25\|114.17\|-7.09\|120.00\|120.46\|114.00\|77757;2026-05-26\|112.60\|-1.38\|110.50\|117.55\|110.00\|63554;2026-05-27\|110.27\|-2.07\|113.04\|121.44\|109.83\|83816;2026-05-28\|110.94\|0.61\|112.00\|114.94\|109.20\|49298;2026-05-29\|104.22\|-6.06\|111.29\|111.50\|102.50\|66153;2026-06-01\|107.06\|2.73\|106.08\|113.15\|104.20\|64859;2026-06-02\|107.00\|-0.06\|106.70\|108.58\|103.30\|46464;2026-06-03\|105.14\|-1.74\|106.97\|107.79\|104.06\|34477;2026-06-04\|103.15\|-1.89\|103.66\|106.19\|101.89\|36248;2026-06-05\|97.69\|-5.29\|103.13\|103.85\|97.50\|56776;2026-06-08\|91.36\|-6.48\|94.00\|97.03\|90.68\|60769;2026-06-09\|95.11\|4.10\|93.13\|95.74\|89.35\|52623;2026-06-10\|90.39\|-4.96\|93.81\|93.81\|88.26\|58695;2026-06-11\|90.72\|0.37\|90.78\|92.50\|88.80\|43879;2026-06-12\|88.41\|-2.55\|91.90\|94.51\|88.41\|57351;2026-06-15\|90.60\|2.48\|89.09\|91.95\|89.09\|61817;2026-06-16\|92.90\|2.54\|90.49\|95.48\|90.16\|47067;2026-06-17\|91.04\|-2.00\|92.92\|94.51\|90.16\|33449;2026-06-18\|89.19\|-2.03\|91.05\|91.80\|88.53\|45270;2026-06-22\|92.14\|3.31\|89.32\|93.28\|86.98\|65268;2026-06-23\|86.80\|-5.80\|91.67\|91.72\|86.30\|42195;2026-06-24\|85.60\|-1.38\|88.00\|88.00\|84.54\|40082;2026-06-25\|83.77\|-2.14\|84.11\|85.84\|83.06\|44556;2026-06-26\|80.70\|-3.66\|83.76\|85.23\|80.67\|41794;2026-06-29\|84.11\|4.23\|81.52\|84.98\|80.08\|55928;2026-06-30\|82.57\|-1.83\|83.50\|84.36\|81.17\|56694;2026-07-01\|77.42\|-6.24\|83.18\|83.53\|75.60\|65079;2026-07-02\|74.25\|-4.09\|76.19\|77.50\|73.69\|52841;2026-07-03\|73.93\|-0.43\|74.99\|75.49\|73.43\|43621;2026-07-06\|73.33\|-0.81\|74.40\|76.61\|73.09\|52339;2026-07-07\|70.83\|-3.41\|73.70\|73.70\|70.12\|43177;2026-07-08\|67.02\|-5.38\|71.44\|71.61\|66.87\|60372;2026-07-09\|67.38\|0.54\|67.46\|67.53\|64.73\|48325;2026-07-10\|66.70\|-1.01\|68.35\|68.98\|66.70\|37449;2026-07-13\|63.80\|-4.35\|66.94\|66.94\|63.33\|38510;2026-07-14\|63.96\|0.25\|64.89\|65.53\|62.33\|48035;2026-07-15\|62.51\|-2.27\|65.10\|65.47\|62.14\|59790;2026-07-16\|61.20\|-2.10\|62.53\|62.61\|60.69\|46116;2026-07-17\|57.75\|-5.64\|60.70\|61.56\|57.01\|56482;2026-07-20\|56.64\|-1.92\|57.93\|59.20\|55.18\|60444;2026-07-21\|56.77\|0.23\|56.76\|57.14\|53.43\|66322;2026-07-22\|55.83\|-1.66\|56.84\|57.97\|55.60\|57944;2026-07-23\|59.88\|7.25\|55.32\|60.40\|55.32\|85584;2026-07-24\|56.08\|-6.35\|61.00\|62.00\|56.08\|81641
9197	特斯拉计划采购中国光伏设备	涨停揭秘：禾迈股份2026年3月20日涨停，作为国产微型逆变器龙头及全球第二大微逆厂商，直接受益于特斯拉计划大规模采购中国光伏设备传闻，叠加欧洲户用光储装机旺季临近，出口订单可见度提升。；涨停缘由：特斯拉光伏设备采购预期、微型逆变器全球份额领先、欧洲户用光储旺季启动、国产替代加速；资金逻辑：外资与QFII同步加仓，北向持股比例单周提升0.8个百分点，技术面突破年线压制，量能放大显示机构资金主导。；风险提示：海外贸易政策变动风险上升，微逆产品价格竞争加剧，汇率波动影响出口利润，特斯拉合作尚未公告确认。	公司为国产微型逆变器龙头，2022年微逆产品销量位居全球第二	2026-03-17\|115.20\|-3.56\|119.00\|122.28\|114.61\|27583;2026-03-18\|115.10\|-0.09\|114.60\|116.15\|112.50\|19240;2026-03-19\|121.83\|5.85\|115.88\|124.68\|114.20\|50983;2026-03-20\|134.00\|9.99\|120.00\|138.50\|120.00\|87837;2026-03-23\|126.84\|-5.34\|132.10\|137.15\|126.05\|45802;2026-03-24\|127.58\|0.58\|129.38\|131.00\|122.50\|36029;2026-03-25\|127.10\|-0.38\|126.60\|130.36\|124.86\|39714;2026-03-26\|132.11\|3.94\|125.83\|133.00\|123.55\|45415;2026-03-27\|137.51\|4.09\|129.40\|142.70\|129.10\|56597;2026-03-30\|128.75\|-6.37\|135.00\|137.50\|127.48\|39853;2026-03-31\|124.82\|-3.05\|126.18\|129.97\|124.21\|30054;2026-04-01\|128.87\|3.24\|125.50\|128.87\|121.12\|29592;2026-04-02\|119.63\|-7.17\|126.89\|128.70\|118.50\|29226;2026-04-03\|112.13\|-6.27\|118.02\|119.84\|111.68\|26949;2026-04-07\|114.28\|1.92\|112.35\|114.50\|110.40\|19653;2026-04-08\|116.94\|2.33\|115.79\|116.97\|114.88\|22546;2026-04-09\|113.44\|-2.99\|116.00\|116.00\|112.33\|17398;2026-04-10\|116.18\|2.42\|116.00\|118.88\|115.09\|18237;2026-04-13\|118.11\|1.66\|116.88\|119.99\|116.14\|19142;2026-04-14\|116.21\|-1.61\|118.00\|118.04\|114.10\|22065;2026-04-15\|113.10\|-2.68\|116.22\|116.75\|112.89\|18730;2026-04-16\|114.05\|0.84\|113.43\|114.88\|111.80\|13429;2026-04-17\|113.99\|-0.05\|113.81\|114.45\|112.02\|16397;2026-04-20\|113.30\|-0.61\|115.00\|115.00\|112.80\|12484;2026-04-21\|111.03\|-2.00\|113.40\|113.86\|110.97\|12469;2026-04-22\|114.84\|3.43\|111.02\|115.00\|109.00\|21621;2026-04-23\|114.50\|-0.30\|114.70\|116.66\|112.56\|15258;2026-04-24\|112.65\|-1.62\|113.65\|114.43\|112.16\|9173;2026-04-27\|108.81\|-3.41\|112.00\|113.45\|108.60\|16236;2026-04-28\|107.00\|-1.66\|108.86\|109.87\|106.10\|14393;2026-04-29\|116.04\|8.45\|105.42\|116.36\|105.40\|31482;2026-04-30\|112.61\|-2.96\|112.03\|113.90\|110.88\|27536;2026-05-06\|115.00\|2.12\|113.28\|115.26\|111.50\|18296;2026-05-07\|115.57\|0.50\|115.48\|118.00\|114.81\|18015;2026-05-08\|116.91\|1.16\|114.27\|117.16\|113.71\|19907;2026-05-11\|115.44\|-1.26\|116.90\|118.51\|114.69\|26046;2026-05-12\|110.31\|-4.44\|115.45\|116.19\|110.19\|27326;2026-05-13\|113.08\|2.51\|110.31\|113.66\|109.90\|22294;2026-05-14\|110.30\|-2.46\|112.80\|114.33\|110.10\|15989;2026-05-15\|110.30\|0.00\|110.32\|114.20\|106.63\|24768;2026-05-18\|111.43\|1.02\|109.00\|114.00\|108.33\|17881;2026-05-19\|113.20\|1.59\|111.50\|114.80\|111.43\|19308;2026-05-20\|114.97\|1.56\|112.80\|115.37\|110.83\|25618;2026-05-21\|107.02\|-6.91\|114.41\|115.69\|107.02\|27251;2026-05-22\|109.05\|1.90\|108.57\|110.75\|107.57\|14518;2026-05-25\|102.92\|-5.62\|109.45\|109.45\|102.00\|24616;2026-05-26\|100.30\|-2.55\|101.82\|102.92\|98.70\|16759;2026-05-27\|99.34\|-0.96\|100.01\|103.85\|98.35\|17357;2026-05-28\|100.33\|1.00\|98.93\|100.80\|97.50\|13721;2026-05-29\|96.07\|-4.25\|100.32\|100.63\|94.96\|16683;2026-06-01\|97.00\|0.97\|96.07\|98.38\|96.00\|11923;2026-06-02\|95.64\|-1.40\|96.40\|97.44\|93.88\|10570;2026-06-03\|94.69\|-0.99\|95.63\|96.13\|94.10\|11216;2026-06-04\|92.45\|-2.37\|94.31\|94.31\|91.83\|10668;2026-06-05\|92.50\|0.05\|92.40\|93.59\|89.82\|13581;2026-06-08\|89.03\|-3.75\|90.31\|91.99\|88.01\|10859;2026-06-09\|90.20\|1.31\|88.99\|91.69\|88.28\|8440;2026-06-10\|91.15\|1.05\|89.62\|91.22\|87.37\|11190;2026-06-11\|86.66\|-4.93\|90.19\|90.19\|86.66\|9963;2026-06-12\|87.01\|0.40\|87.80\|88.16\|85.00\|18171;2026-06-15\|85.45\|-1.79\|86.56\|87.08\|84.34\|16449;2026-06-16\|86.70\|1.46\|85.30\|87.25\|84.07\|12802;2026-06-17\|86.69\|-0.01\|86.27\|86.69\|84.88\|8764;2026-06-18\|87.68\|1.14\|86.17\|87.97\|85.24\|12277;2026-06-22\|87.70\|0.02\|87.20\|88.80\|85.00\|14311;2026-06-23\|86.10\|-1.82\|88.22\|88.80\|85.70\|11407;2026-06-24\|83.35\|-3.19\|85.86\|86.10\|82.83\|13076;2026-06-25\|82.80\|-0.66\|83.08\|84.77\|81.00\|11597;2026-06-26\|80.37\|-2.93\|82.54\|84.60\|80.26\|11883;2026-06-29\|83.75\|4.21\|81.05\|84.49\|79.20\|14754;2026-06-30\|84.52\|0.92\|83.35\|85.49\|82.85\|8787;2026-07-01\|84.13\|-0.46\|84.49\|85.88\|81.18\|15567;2026-07-02\|82.62\|-1.79\|82.32\|84.99\|82.32\|8922;2026-07-03\|82.99\|0.45\|82.20\|84.29\|82.20\|7941;2026-07-06\|81.79\|-1.45\|83.47\|83.88\|81.51\|7781;2026-07-07\|79.07\|-3.33\|81.24\|82.02\|78.81\|8694;2026-07-08\|78.11\|-1.21\|79.10\|79.47\|77.97\|6601;2026-07-09\|77.98\|-0.17\|78.53\|78.70\|76.80\|7819;2026-07-10\|79.30\|1.69\|78.32\|80.26\|77.38\|9201;2026-07-13\|75.00\|-5.42\|78.57\|78.99\|75.00\|10956;2026-07-14\|74.71\|-0.39\|75.69\|76.30\|74.03\|8081;2026-07-15\|76.15\|1.93\|74.87\|77.74\|74.09\|11563;2026-07-16\|76.52\|0.49\|75.77\|77.60\|75.18\|9904;2026-07-17\|74.51\|-2.63\|76.40\|77.59\|74.23\|13601;2026-07-20\|74.33\|-0.24\|74.44\|76.84\|72.33\|13856;2026-07-21\|73.98\|-0.47\|73.01\|75.70\|73.01\|15496;2026-07-22\|75.61\|2.20\|73.68\|75.69\|72.40\|21212;2026-07-23\|77.80\|2.90\|74.88\|78.00\|74.61\|14024;2026-07-24\|74.04\|-4.83\|77.00\|78.37\|74.01\|9827
9196	特斯拉计划采购中国光伏设备	涨停揭秘：铭利达2026年3月20日涨停，公司为华为光伏逆变器一级供应商，提供外壳、散热器等精密结构件，直接受益于特斯拉拟采购中国光伏设备消息催化，叠加光伏逆变器出货量同比高增，结构件环节订单饱满。；涨停缘由：华为深度绑定+特斯拉光伏采购预期、光伏逆变器结构件核心供应商、产能利用率持续高位、国产替代加速；资金逻辑：资金聚焦光伏设备上游高确定性环节，主力资金连续三日净流入，换手率升至12.5%，显示筹码交换充分且承接有力。；风险提示：对华为单一客户依赖度较高，光伏行业扩产放缓可能影响订单持续性，毛利率受原材料价格波动影响较大。	公司光伏逆变器产品主要包括光伏逆变器外壳、散热器、散热片、电线组件等光伏逆变器精密结构件，目前是华为的一级供应商;公司与华为合作多年，为其一级供应商	2026-03-17\|21.54\|-5.36\|22.97\|23.00\|21.50\|54249;2026-03-18\|21.66\|0.56\|21.69\|21.77\|21.07\|43039;2026-03-19\|21.03\|-2.91\|21.56\|21.62\|20.96\|32355;2026-03-20\|23.16\|10.13\|21.13\|23.98\|21.13\|135255;2026-03-23\|21.25\|-8.25\|22.96\|23.52\|20.93\|95024;2026-03-24\|21.89\|3.01\|21.94\|22.22\|21.06\|63315;2026-03-25\|22.03\|0.64\|21.96\|22.60\|21.71\|46721;2026-03-26\|21.42\|-2.77\|22.02\|22.03\|21.21\|39932;2026-03-27\|21.53\|0.51\|21.23\|21.79\|21.07\|34325;2026-03-30\|21.06\|-2.18\|21.19\|21.45\|20.50\|42360;2026-03-31\|20.23\|-3.94\|21.10\|21.16\|20.14\|32895;2026-04-01\|20.83\|2.97\|20.76\|21.39\|20.36\|36144;2026-04-02\|20.33\|-2.40\|20.79\|20.83\|20.07\|26162;2026-04-03\|20.50\|0.84\|20.38\|21.01\|20.13\|31286;2026-04-07\|21.00\|2.44\|20.59\|21.70\|20.55\|31634;2026-04-08\|21.99\|4.71\|21.50\|22.29\|21.30\|44516;2026-04-09\|21.68\|-1.41\|21.95\|22.06\|21.50\|28795;2026-04-10\|22.45\|3.55\|21.83\|22.80\|21.71\|40392;2026-04-13\|22.55\|0.45\|22.45\|23.00\|22.28\|32783;2026-04-14\|22.78\|1.02\|22.74\|23.10\|22.20\|32333;2026-04-15\|22.64\|-0.61\|23.08\|23.10\|22.49\|29876;2026-04-16\|22.63\|-0.04\|22.71\|22.93\|22.37\|26406;2026-04-17\|22.73\|0.44\|22.52\|23.26\|22.38\|31264;2026-04-20\|23.64\|4.00\|22.67\|23.92\|22.60\|48508;2026-04-21\|22.99\|-2.75\|23.46\|23.86\|22.96\|34291;2026-04-22\|22.37\|-2.70\|22.98\|23.01\|22.02\|57415;2026-04-23\|21.60\|-3.44\|22.33\|22.42\|21.50\|40083;2026-04-24\|21.14\|-2.13\|21.43\|21.59\|20.83\|30743;2026-04-27\|22.18\|4.92\|21.21\|22.40\|20.60\|55426;2026-04-28\|21.46\|-3.25\|21.98\|22.50\|21.10\|62940;2026-04-29\|21.55\|0.42\|21.43\|21.90\|21.19\|36180;2026-04-30\|23.01\|6.77\|21.54\|23.42\|21.43\|85898;2026-05-06\|23.48\|2.04\|23.47\|23.76\|23.15\|61489;2026-05-07\|23.61\|0.55\|23.48\|23.66\|23.08\|46498;2026-05-08\|23.92\|1.31\|23.47\|24.11\|23.37\|49934;2026-05-11\|23.90\|-0.08\|23.84\|24.25\|23.35\|68956;2026-05-12\|23.62\|-1.17\|23.83\|24.25\|23.60\|48256;2026-05-13\|23.87\|1.06\|23.54\|24.15\|23.11\|45026;2026-05-14\|22.93\|-3.94\|23.80\|23.80\|22.80\|53500;2026-05-15\|22.80\|-0.57\|22.93\|23.29\|22.40\|44850;2026-05-18\|22.64\|-0.70\|22.70\|22.83\|22.39\|30420;2026-05-19\|22.33\|-1.37\|22.55\|22.94\|21.98\|33858;2026-05-20\|22.08\|-1.12\|22.21\|22.26\|21.62\|40290;2026-05-21\|20.99\|-4.94\|22.25\|22.67\|20.85\|46811;2026-05-22\|20.07\|-4.38\|21.07\|21.20\|19.80\|76205;2026-05-25\|19.40\|-3.34\|20.06\|20.16\|19.10\|50191;2026-05-26\|18.81\|-3.04\|19.30\|19.30\|18.43\|48296;2026-05-27\|17.99\|-4.36\|18.80\|18.82\|17.72\|48958;2026-05-28\|17.79\|-1.11\|17.86\|18.14\|17.17\|79815;2026-05-29\|17.10\|-3.88\|17.70\|17.84\|17.03\|51410;2026-06-01\|17.02\|-0.47\|17.10\|17.44\|16.81\|63040;2026-06-02\|16.55\|-2.76\|17.01\|17.14\|16.40\|49133;2026-06-03\|17.10\|3.32\|16.60\|17.24\|16.43\|79710;2026-06-04\|16.54\|-3.27\|16.89\|17.40\|16.36\|63015;2026-06-05\|17.37\|5.02\|16.51\|17.64\|16.09\|83398;2026-06-08\|16.25\|-6.45\|17.14\|17.20\|16.01\|66586;2026-06-09\|16.14\|-0.68\|16.43\|16.65\|16.00\|68639;2026-06-10\|15.71\|-2.66\|16.00\|16.24\|15.35\|80379;2026-06-11\|15.30\|-2.61\|15.52\|15.63\|15.14\|53139;2026-06-12\|15.86\|3.66\|15.63\|16.09\|15.45\|46927;2026-06-15\|16.35\|3.09\|16.02\|16.67\|15.88\|41055;2026-06-16\|16.48\|0.80\|16.31\|16.72\|16.04\|39328;2026-06-17\|16.24\|-1.46\|16.48\|16.55\|16.00\|30216;2026-06-18\|16.32\|0.49\|16.19\|16.33\|16.00\|33568;2026-06-22\|15.86\|-2.82\|16.24\|16.26\|15.20\|57585;2026-06-23\|15.78\|-0.50\|15.79\|16.23\|15.65\|44920;2026-06-24\|14.90\|-5.58\|15.75\|15.82\|14.84\|74319;2026-06-25\|14.55\|-2.35\|14.91\|15.09\|14.40\|51617;2026-06-26\|14.00\|-3.78\|14.33\|14.54\|14.00\|52249;2026-06-29\|13.90\|-0.71\|14.01\|14.05\|13.53\|51459;2026-06-30\|13.98\|0.58\|13.83\|14.25\|13.73\|44227;2026-07-01\|14.25\|1.93\|13.95\|14.55\|13.74\|49249;2026-07-02\|14.14\|-0.77\|14.21\|14.60\|14.03\|46491;2026-07-03\|14.58\|3.11\|14.00\|14.89\|14.00\|69230;2026-07-06\|14.06\|-3.57\|14.50\|14.75\|13.99\|56606;2026-07-07\|13.41\|-4.62\|14.10\|14.15\|13.40\|46897;2026-07-08\|13.14\|-2.01\|13.46\|13.61\|13.02\|43811;2026-07-09\|13.19\|0.38\|13.14\|13.26\|12.73\|55856;2026-07-10\|13.55\|2.73\|13.17\|13.96\|13.06\|51135;2026-07-13\|12.83\|-5.31\|13.55\|13.60\|12.81\|49363;2026-07-14\|12.89\|0.47\|12.83\|12.95\|12.60\|44950;2026-07-15\|13.00\|0.85\|12.88\|13.32\|12.79\|31971;2026-07-16\|13.09\|0.69\|12.98\|13.35\|12.78\|32805;2026-07-17\|12.26\|-6.34\|13.08\|13.16\|12.15\|61082;2026-07-20\|12.10\|-1.31\|12.25\|12.72\|11.86\|56909;2026-07-21\|12.04\|-0.50\|12.06\|12.22\|11.40\|74889;2026-07-22\|11.88\|-1.33\|11.94\|12.07\|11.79\|43216;2026-07-23\|12.22\|2.86\|11.84\|12.25\|11.78\|32394;2026-07-24\|11.90\|-2.62\|12.17\|12.18\|11.75\|30788
9195	特斯拉计划采购中国光伏设备	涨停揭秘：市场传闻特斯拉拟斥资29亿美元采购中国光伏设备，公司作为全球微型逆变器第二、国内第一厂商直接受益；涨停缘由：全球化布局的组件级电力电子龙头，产品适配分布式光伏系统升级需求，出口占比高，订单弹性大；资金逻辑：资金聚焦光伏设备出海主线，叠加一季报经营现金流边际改善预期，机构抢筹微型逆变器稀缺标的；风险提示：特斯拉合作尚未公告确认，海外订单审批及交付存在不确定性，行业整体2025年业绩承压	全球化布局的微型逆变器龙头厂商，产品出货量位居国内第一、全球第二；主要从事分布式光伏发电系统中组件级电力电子设备的研产销，主要产品包括微型逆变器、智控关断器、能量通信及监控分析系统等	2026-03-17\|56.26\|-3.38\|57.80\|59.20\|56.10\|43583;2026-03-18\|56.53\|0.48\|56.08\|57.19\|55.36\|31439;2026-03-19\|58.88\|4.16\|56.38\|60.36\|56.08\|76864;2026-03-20\|65.55\|11.33\|58.00\|69.42\|57.00\|156143;2026-03-23\|63.37\|-3.33\|65.83\|68.97\|62.20\|109905;2026-03-24\|62.96\|-0.65\|64.00\|65.99\|59.66\|79519;2026-03-25\|62.46\|-0.79\|61.92\|64.38\|61.80\|79889;2026-03-26\|64.67\|3.54\|62.00\|64.90\|60.30\|76016;2026-03-27\|67.16\|3.85\|62.99\|67.79\|62.19\|85005;2026-03-30\|62.84\|-6.43\|65.55\|66.75\|61.67\|66488;2026-03-31\|58.00\|-7.70\|61.95\|63.11\|58.00\|56606;2026-04-01\|58.30\|0.52\|58.90\|59.99\|56.60\|41670;2026-04-02\|53.80\|-7.72\|58.09\|58.44\|53.61\|54809;2026-04-03\|51.28\|-4.68\|54.06\|54.22\|51.15\|43709;2026-04-07\|52.03\|1.46\|51.29\|52.20\|50.85\|29949;2026-04-08\|53.82\|3.44\|52.03\|53.88\|52.03\|34345;2026-04-09\|52.70\|-2.08\|52.98\|53.75\|52.00\|28628;2026-04-10\|53.55\|1.61\|52.88\|55.02\|52.88\|31662;2026-04-13\|54.06\|0.95\|52.82\|54.80\|52.82\|28370;2026-04-14\|54.07\|0.02\|54.01\|54.48\|53.14\|25086;2026-04-15\|52.66\|-2.61\|54.46\|54.81\|52.63\|26322;2026-04-16\|53.20\|1.03\|52.65\|53.55\|52.34\|20376;2026-04-17\|53.22\|0.04\|52.72\|53.57\|52.66\|20653;2026-04-20\|53.98\|1.43\|52.91\|54.44\|52.80\|22516;2026-04-21\|53.11\|-1.61\|54.16\|54.28\|52.82\|19230;2026-04-22\|53.00\|-0.21\|52.53\|53.30\|52.03\|25545;2026-04-23\|52.14\|-1.62\|53.00\|53.39\|52.00\|25832;2026-04-24\|51.61\|-1.02\|51.49\|52.22\|51.25\|17958;2026-04-27\|51.05\|-1.09\|51.45\|51.71\|49.60\|24885;2026-04-28\|49.37\|-3.29\|51.06\|51.39\|48.90\|31790;2026-04-29\|51.89\|5.10\|48.81\|52.86\|48.67\|33765;2026-04-30\|51.66\|-0.44\|50.39\|51.78\|50.39\|28173;2026-05-06\|51.30\|-0.70\|51.98\|52.38\|50.80\|29976;2026-05-07\|52.00\|1.36\|51.40\|52.93\|51.33\|26650;2026-05-08\|51.18\|-1.58\|51.60\|52.19\|50.87\|28369;2026-05-11\|52.05\|1.70\|51.02\|52.50\|51.01\|33648;2026-05-12\|51.05\|-1.92\|52.07\|52.39\|50.68\|29930;2026-05-13\|51.27\|0.43\|51.05\|51.80\|50.68\|21593;2026-05-14\|50.19\|-2.11\|51.44\|52.18\|50.14\|31671;2026-05-15\|48.03\|-4.30\|49.85\|50.34\|45.54\|56467;2026-05-18\|48.97\|1.96\|47.87\|49.53\|47.30\|28120;2026-05-19\|49.45\|0.98\|49.18\|50.40\|48.72\|24950;2026-05-20\|50.40\|1.92\|49.14\|50.70\|48.61\|29554;2026-05-21\|46.76\|-7.22\|50.20\|50.84\|46.64\|32433;2026-05-22\|47.86\|2.35\|47.28\|48.24\|46.83\|23163;2026-05-25\|45.60\|-4.72\|47.70\|47.86\|44.88\|35371;2026-05-26\|43.97\|-3.57\|45.38\|45.47\|43.54\|32254;2026-05-27\|43.88\|-0.20\|44.30\|45.85\|43.43\|29905;2026-05-28\|43.90\|0.05\|43.88\|44.20\|42.73\|23140;2026-05-29\|41.15\|-6.26\|43.11\|43.88\|41.03\|33838;2026-06-01\|41.56\|1.00\|41.31\|42.46\|41.25\|21516;2026-06-02\|40.10\|-3.51\|41.59\|41.99\|39.56\|23707;2026-06-03\|39.27\|-2.07\|40.09\|40.43\|38.91\|20862;2026-06-04\|38.67\|-1.53\|39.27\|39.27\|38.40\|20423;2026-06-05\|38.68\|0.03\|38.89\|39.45\|37.25\|26450;2026-06-08\|36.87\|-4.68\|38.00\|38.50\|36.27\|26510;2026-06-09\|37.43\|1.52\|37.50\|37.70\|36.45\|17039;2026-06-10\|37.15\|-0.75\|37.35\|37.35\|35.50\|24929;2026-06-11\|36.12\|-2.77\|36.51\|37.16\|35.80\|18392;2026-06-12\|36.54\|1.16\|36.50\|37.53\|36.31\|26200;2026-06-15\|36.33\|-0.57\|36.75\|37.30\|36.23\|20779;2026-06-16\|37.35\|2.81\|36.19\|37.93\|36.02\|26339;2026-06-17\|36.60\|-2.01\|37.25\|37.40\|36.17\|19694;2026-06-18\|36.45\|-0.41\|36.33\|36.96\|36.00\|16124;2026-06-22\|37.00\|1.51\|36.45\|37.00\|35.23\|23697;2026-06-23\|36.05\|-2.57\|36.80\|37.40\|35.91\|22328;2026-06-24\|35.14\|-2.52\|36.00\|36.08\|34.90\|22535;2026-06-25\|34.53\|-1.74\|34.78\|35.29\|33.98\|21304;2026-06-26\|33.29\|-3.59\|34.34\|35.22\|33.29\|24801;2026-06-29\|34.12\|2.49\|32.62\|34.40\|32.62\|25412;2026-06-30\|34.78\|1.93\|33.78\|34.97\|33.77\|20151;2026-07-01\|35.12\|0.98\|35.00\|35.72\|33.53\|27081;2026-07-02\|34.15\|-2.76\|34.88\|35.50\|34.12\|19498;2026-07-03\|34.23\|0.23\|34.15\|34.77\|33.92\|16074;2026-07-06\|33.31\|-2.69\|34.26\|34.90\|33.31\|16588;2026-07-07\|32.29\|-3.06\|33.14\|33.37\|32.26\|15552;2026-07-08\|31.80\|-1.52\|32.29\|32.38\|31.42\|15517;2026-07-09\|31.41\|-1.23\|31.84\|31.98\|30.53\|22792;2026-07-10\|32.00\|1.88\|31.69\|32.93\|31.12\|21166;2026-07-13\|30.30\|-5.31\|32.01\|32.20\|30.30\|20114;2026-07-14\|30.50\|0.66\|30.86\|30.86\|29.93\|16779;2026-07-15\|30.73\|0.75\|30.10\|31.47\|30.10\|13928;2026-07-16\|31.04\|1.01\|31.42\|31.56\|30.31\|13723;2026-07-17\|29.99\|-3.38\|30.85\|31.34\|29.73\|17271;2026-07-20\|29.56\|-1.43\|29.99\|30.60\|29.01\|19774;2026-07-21\|29.71\|0.51\|29.44\|29.93\|28.88\|18811;2026-07-22\|29.59\|-0.40\|29.70\|30.46\|29.30\|15359;2026-07-23\|30.78\|4.02\|29.37\|30.97\|29.37\|19726;2026-07-24\|29.77\|-3.28\|30.58\|30.96\|29.62\|15787
9194	特斯拉计划采购中国光伏设备	算力供电+绿色电力+储能行业原因： 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2025年12月19日机构调研，公司向数据中心/算力中心批量供货开关柜、直流电源，并推出模块化UPS、高压直流电源等新产品，受益算力用电高增。 2、据2025年4月24日年报，截至2024年末公司累计建设、持有新能源电站超2.7GW，年发电量超10亿度，储备项目超2GW，形成“风光新能源+智能装备”双引擎。 3、据2026年3月20日官微，公司近期连续中标国家电网、中国电建等央国企储能及电力项目，实现“开门红”。	新型电力与能源基础设施提供商；公司深耕 “智能配电网 + 新能源 + 综合能源服务” 三大主业，形成 “风光新能源 + 智能装备制造” 双引擎格局；光伏领域覆盖电站开发、EPC、运营及光伏逆变器等设备制造，控股光伏电站装机容量 298.6MW	2026-03-17\|7.59\|-0.65\|7.58\|7.99\|7.41\|738064;2026-03-18\|7.81\|2.90\|7.74\|8.36\|7.70\|812040;2026-03-19\|7.91\|1.28\|7.65\|8.10\|7.57\|947485;2026-03-20\|8.95\|13.15\|7.81\|9.49\|7.81\|2745035;2026-03-23\|8.43\|-5.81\|8.60\|8.79\|8.03\|2116416;2026-03-24\|8.93\|5.93\|8.41\|8.96\|8.10\|2005891;2026-03-25\|8.84\|-1.01\|8.75\|9.24\|8.60\|1906078;2026-03-26\|9.33\|5.54\|8.57\|9.34\|8.27\|1882155;2026-03-27\|8.77\|-6.00\|9.02\|9.14\|8.77\|1292498;2026-03-30\|7.92\|-9.69\|8.50\|8.64\|7.82\|1087288;2026-03-31\|7.28\|-8.08\|7.80\|7.84\|7.24\|1014543;2026-04-01\|7.37\|1.24\|7.35\|7.43\|7.16\|716485;2026-04-02\|7.44\|0.95\|7.38\|7.62\|7.27\|707679;2026-04-03\|6.75\|-9.27\|7.45\|7.48\|6.75\|749203;2026-04-07\|6.84\|1.33\|6.75\|6.84\|6.65\|410708;2026-04-08\|6.99\|2.19\|6.80\|7.00\|6.80\|593314;2026-04-09\|6.68\|-4.43\|6.89\|6.89\|6.66\|534601;2026-04-10\|6.66\|-0.30\|6.70\|6.77\|6.66\|390425;2026-04-13\|6.86\|3.00\|6.67\|6.88\|6.60\|458595;2026-04-14\|6.79\|-1.02\|6.85\|6.95\|6.71\|424041;2026-04-15\|6.77\|-0.29\|6.79\|6.90\|6.66\|422949;2026-04-16\|6.80\|0.44\|6.73\|6.81\|6.65\|357965;2026-04-17\|6.72\|-1.18\|6.76\|6.87\|6.69\|346557;2026-04-20\|6.89\|2.53\|6.70\|6.90\|6.69\|505965;2026-04-21\|7.11\|3.19\|6.88\|7.17\|6.70\|789656;2026-04-22\|7.02\|-1.27\|7.02\|7.11\|6.95\|459483;2026-04-23\|7.36\|4.84\|7.04\|7.48\|6.86\|949277;2026-04-24\|7.13\|-3.12\|7.25\|7.39\|7.11\|612851;2026-04-27\|7.23\|1.40\|7.08\|7.35\|7.01\|508918;2026-04-28\|7.54\|4.29\|7.17\|7.76\|7.05\|986349;2026-04-29\|7.45\|-1.19\|7.40\|7.62\|7.37\|695108;2026-04-30\|7.22\|-3.09\|7.38\|7.42\|7.21\|534884;2026-05-06\|7.56\|4.71\|7.29\|7.59\|7.23\|661134;2026-05-07\|7.66\|1.32\|7.52\|7.73\|7.51\|692996;2026-05-08\|7.49\|-2.22\|7.59\|7.73\|7.46\|572334;2026-05-11\|7.63\|1.87\|7.50\|7.70\|7.48\|558903;2026-05-12\|7.88\|3.28\|7.59\|7.97\|7.55\|863331;2026-05-13\|7.85\|-0.38\|7.83\|8.23\|7.78\|986624;2026-05-14\|7.48\|-4.71\|7.90\|8.04\|7.48\|777615;2026-05-15\|7.39\|-1.20\|7.46\|7.59\|7.24\|581616;2026-05-18\|7.54\|2.03\|7.36\|7.58\|7.32\|423836;2026-05-19\|7.83\|3.85\|7.47\|7.92\|7.39\|657501;2026-05-20\|7.43\|-5.11\|7.78\|7.81\|7.41\|550548;2026-05-21\|7.06\|-4.98\|7.38\|7.50\|7.05\|475515;2026-05-22\|7.29\|3.26\|7.12\|7.32\|7.00\|349886;2026-05-25\|7.42\|1.78\|7.45\|7.64\|7.35\|394144;2026-05-26\|7.10\|-4.31\|7.36\|7.38\|7.01\|431748;2026-05-27\|7.09\|-0.14\|7.03\|7.23\|6.92\|356029;2026-05-28\|7.26\|2.40\|7.02\|7.39\|7.01\|439247;2026-05-29\|7.60\|4.68\|7.18\|7.88\|7.16\|1016331;2026-06-01\|7.97\|4.87\|7.79\|7.98\|7.42\|1073727;2026-06-02\|7.82\|-1.88\|7.80\|7.85\|7.58\|731467;2026-06-03\|8.09\|3.45\|7.70\|8.18\|7.60\|1044228;2026-06-04\|7.75\|-4.20\|7.98\|8.12\|7.71\|760105;2026-06-05\|7.69\|-0.77\|7.72\|8.05\|7.55\|659639;2026-06-08\|7.04\|-8.45\|7.29\|7.47\|6.94\|579858;2026-06-09\|7.01\|-0.43\|7.04\|7.09\|6.73\|427400;2026-06-10\|6.44\|-8.13\|6.84\|6.88\|6.44\|477121;2026-06-11\|6.41\|-0.47\|6.40\|6.61\|6.26\|278790;2026-06-12\|6.33\|-0.94\|6.45\|6.56\|6.27\|275196;2026-06-15\|6.46\|2.05\|6.39\|6.50\|6.34\|240483;2026-06-16\|6.58\|1.86\|6.42\|6.59\|6.29\|334900;2026-06-17\|6.89\|4.71\|7.00\|7.32\|6.88\|805344;2026-06-18\|6.40\|-7.11\|6.79\|6.82\|6.36\|641966;2026-06-22\|6.22\|-2.81\|6.24\|6.27\|6.04\|422446;2026-06-23\|6.18\|-0.64\|6.17\|6.29\|6.13\|282675;2026-06-24\|5.88\|-4.85\|6.15\|6.17\|5.88\|323935;2026-06-25\|5.59\|-4.93\|5.85\|5.88\|5.54\|372631;2026-06-26\|5.70\|1.97\|5.63\|5.80\|5.60\|352372;2026-06-29\|5.59\|-1.93\|5.60\|5.65\|5.38\|283113;2026-06-30\|5.69\|1.79\|5.57\|5.72\|5.47\|216313;2026-07-01\|5.84\|2.64\|5.68\|5.88\|5.64\|274187;2026-07-02\|5.71\|-2.23\|5.80\|5.93\|5.69\|273335;2026-07-03\|5.88\|2.98\|5.70\|5.92\|5.64\|298522;2026-07-06\|5.84\|-0.68\|5.97\|5.98\|5.75\|261711;2026-07-07\|5.53\|-5.31\|5.75\|5.77\|5.52\|217916;2026-07-08\|5.39\|-2.53\|5.50\|5.54\|5.39\|138369;2026-07-09\|5.33\|-1.11\|5.39\|5.43\|5.15\|208274;2026-07-10\|5.46\|2.44\|5.30\|5.56\|5.22\|224310;2026-07-13\|5.12\|-6.23\|5.40\|5.46\|5.12\|215882;2026-07-14\|5.27\|2.93\|5.11\|5.27\|5.09\|168791;2026-07-15\|5.31\|0.76\|5.22\|5.37\|5.20\|150709;2026-07-16\|5.32\|0.19\|5.27\|5.38\|5.23\|143266;2026-07-17\|5.78\|8.65\|5.33\|6.16\|5.30\|895480;2026-07-20\|6.83\|18.17\|5.75\|6.88\|5.60\|1348348;2026-07-21\|6.48\|-5.12\|6.44\|6.70\|6.03\|1222206;2026-07-22\|7.25\|11.88\|6.25\|7.45\|6.25\|1525802;2026-07-23\|7.02\|-3.17\|6.91\|7.54\|6.84\|1530524;2026-07-24\|6.27\|-10.68\|6.70\|6.80\|6.25\|1185295
9193	特斯拉计划采购中国光伏设备	涨停揭秘：市场预期特斯拉光伏项目带动配套储能需求，公司为便携及家庭储能全球龙头，产品可延伸至户用光储场景；涨停缘由：便携储能市占率全球前三，已构建AC/DC双向逆变、BMS及光伏MPPT技术平台，适配户用光储一体化趋势；资金逻辑：资金借势‘马斯克效应’向光储融合方向扩散，低位小市值标的弹性高，北向资金近期持续增持；风险提示：主营业务以境外消费类储能为主，与特斯拉无直接供货关系，光伏并网类储能业务尚未放量	便携储能龙头；公司主营便携 / 家庭储能及光伏产品研产销	2026-03-17\|60.20\|-2.70\|61.87\|62.79\|60.01\|32026;2026-03-18\|59.62\|-0.96\|60.10\|60.70\|58.79\|26695;2026-03-19\|61.41\|3.00\|62.69\|64.35\|61.00\|52482;2026-03-20\|69.69\|13.48\|61.45\|72.00\|61.09\|140919;2026-03-23\|71.21\|2.18\|67.79\|73.97\|67.79\|116046;2026-03-24\|69.34\|-2.63\|71.26\|72.31\|67.28\|91973;2026-03-25\|67.63\|-2.47\|68.42\|68.88\|66.80\|85153;2026-03-26\|71.66\|5.96\|67.59\|74.73\|67.00\|124449;2026-03-27\|76.28\|6.45\|70.30\|82.66\|70.20\|146349;2026-03-30\|74.82\|-1.91\|78.93\|82.93\|74.60\|114827;2026-03-31\|71.40\|-4.57\|74.22\|75.18\|71.00\|83511;2026-04-01\|69.77\|-2.28\|71.97\|72.99\|68.75\|68292;2026-04-02\|66.51\|-4.67\|69.01\|69.66\|66.13\|59605;2026-04-03\|63.45\|-4.60\|66.60\|67.60\|63.36\|45425;2026-04-07\|64.80\|2.13\|63.52\|66.88\|63.00\|45107;2026-04-08\|65.06\|0.40\|65.04\|65.78\|64.51\|60076;2026-04-09\|63.96\|-1.69\|64.51\|65.47\|63.54\|43912;2026-04-10\|65.60\|2.56\|65.21\|67.14\|64.48\|77096;2026-04-13\|66.15\|0.84\|65.60\|66.89\|65.01\|60833;2026-04-14\|66.38\|0.35\|65.58\|66.66\|64.03\|60953;2026-04-15\|63.73\|-3.99\|66.25\|66.25\|63.50\|50043;2026-04-16\|64.61\|1.38\|64.35\|65.32\|64.00\|42073;2026-04-17\|64.28\|-0.51\|64.07\|65.59\|64.05\|34515;2026-04-20\|66.74\|3.83\|64.12\|67.85\|63.87\|61896;2026-04-21\|65.94\|-1.20\|66.31\|66.51\|65.08\|28835;2026-04-22\|64.99\|-1.44\|66.00\|66.50\|64.50\|33465;2026-04-23\|64.29\|-1.08\|64.99\|65.50\|63.16\|36663;2026-04-24\|64.15\|-0.22\|64.00\|64.48\|62.54\|30184;2026-04-27\|61.68\|-3.85\|62.34\|62.37\|59.48\|48234;2026-04-28\|61.88\|0.32\|61.30\|62.36\|60.70\|28108;2026-04-29\|63.85\|3.18\|61.51\|64.28\|61.51\|26108;2026-04-30\|62.50\|-2.11\|63.38\|63.70\|61.68\|25043;2026-05-06\|62.55\|0.08\|63.00\|64.83\|62.43\|36278;2026-05-07\|64.69\|3.42\|63.18\|65.16\|62.47\|45948;2026-05-08\|63.44\|-1.93\|64.35\|64.99\|62.90\|35868;2026-05-11\|62.83\|-0.96\|63.20\|63.50\|61.86\|30899;2026-05-12\|61.97\|-1.37\|62.81\|63.75\|61.51\|26059;2026-05-13\|61.27\|-1.13\|61.95\|61.96\|61.06\|22824;2026-05-14\|62.20\|1.52\|61.27\|63.36\|60.58\|38690;2026-05-15\|61.14\|-1.70\|61.98\|62.69\|60.69\|32106;2026-05-18\|61.47\|0.54\|60.68\|62.00\|59.91\|21012;2026-05-19\|61.00\|-0.76\|61.59\|63.08\|60.76\|23129;2026-05-20\|61.29\|0.48\|60.75\|61.66\|60.20\|23133;2026-05-21\|58.83\|-4.01\|61.30\|62.20\|58.00\|27830;2026-05-22\|58.96\|0.22\|59.50\|59.97\|58.87\|22819;2026-05-25\|56.99\|-3.34\|58.74\|58.98\|55.90\|35884;2026-05-26\|56.17\|-1.44\|56.68\|56.98\|55.48\|19605;2026-05-27\|57.13\|1.71\|55.87\|59.00\|55.87\|32857;2026-05-28\|57.49\|0.63\|56.82\|57.89\|56.00\|22537;2026-05-29\|55.29\|-3.83\|57.65\|57.87\|55.11\|18437;2026-06-01\|55.87\|1.05\|55.75\|56.68\|55.38\|18351;2026-06-02\|55.55\|-0.57\|55.93\|56.88\|55.40\|18016;2026-06-03\|56.56\|1.82\|55.55\|57.38\|54.20\|27069;2026-06-04\|54.80\|-3.11\|55.98\|56.95\|54.37\|23868;2026-06-05\|53.38\|-2.59\|54.62\|54.85\|53.13\|20195;2026-06-08\|52.61\|-1.44\|51.85\|53.77\|51.67\|17442;2026-06-09\|53.04\|0.82\|52.80\|53.68\|52.44\|11930;2026-06-10\|51.66\|-2.60\|52.80\|52.80\|50.71\|18213;2026-06-11\|50.90\|-1.47\|51.05\|51.66\|50.68\|11556;2026-06-12\|51.37\|0.92\|51.74\|52.24\|51.10\|14371;2026-06-15\|51.64\|0.53\|51.41\|52.15\|51.22\|14245;2026-06-16\|51.95\|0.60\|51.87\|52.50\|50.80\|15694;2026-06-17\|50.94\|-1.94\|51.74\|51.93\|50.72\|14396;2026-06-18\|50.16\|-1.53\|50.91\|50.93\|49.92\|13999;2026-06-22\|50.47\|0.62\|50.19\|50.58\|49.03\|18457;2026-06-23\|49.80\|-1.33\|50.30\|50.97\|49.69\|13428;2026-06-24\|49.17\|-1.27\|49.63\|49.89\|48.68\|12894;2026-06-25\|48.19\|-1.99\|49.18\|49.18\|47.90\|14251;2026-06-26\|45.90\|-4.75\|48.16\|48.42\|45.70\|19658;2026-06-29\|46.72\|1.79\|46.00\|47.10\|45.03\|16076;2026-06-30\|48.07\|2.89\|46.57\|48.09\|46.40\|17233;2026-07-01\|47.30\|-1.60\|47.68\|48.08\|46.58\|17911;2026-07-02\|46.98\|-0.68\|47.30\|47.95\|46.86\|13556;2026-07-03\|48.37\|2.96\|47.47\|48.89\|47.02\|16105;2026-07-06\|48.33\|-0.08\|48.38\|49.18\|47.92\|12540;2026-07-07\|47.08\|-2.59\|48.32\|48.81\|46.91\|10918;2026-07-08\|46.02\|-2.25\|46.98\|47.49\|45.95\|9770;2026-07-09\|45.33\|-1.50\|46.02\|46.02\|44.71\|11562;2026-07-10\|45.46\|0.29\|45.33\|46.31\|45.03\|11756;2026-07-13\|43.53\|-4.25\|45.31\|45.31\|43.42\|12803;2026-07-14\|43.86\|0.76\|43.53\|44.28\|43.13\|8941;2026-07-15\|44.25\|0.89\|43.89\|44.78\|43.73\|7266;2026-07-16\|44.51\|0.59\|44.25\|44.95\|43.72\|9090;2026-07-17\|42.93\|-3.55\|44.51\|45.20\|42.82\|14403;2026-07-20\|43.27\|0.79\|43.14\|44.33\|42.41\|12981;2026-07-21\|43.30\|0.07\|43.27\|43.78\|42.75\|14326;2026-07-22\|42.00\|-3.00\|43.20\|43.30\|41.73\|14902;2026-07-23\|43.04\|2.48\|41.73\|43.05\|41.73\|9134;2026-07-24\|42.24\|-1.86\|42.77\|43.06\|41.95\|9153
9192	特斯拉计划采购中国光伏设备	太空光伏+PDCLC调光膜行业原因： 1、当地时间周一，埃隆·马斯克旗下SpaceX在公司备忘录中确认与xAI合并，马斯克表示，此次收购旨在打造"地球内外最具雄心的垂直整合创新引擎"。 2、中金公司指出，在商业航天蓬勃发展背景下，太空光伏作为其电源系统升级的核心方向，在星座批量组网的牵引下正迈向技术路线升级与产业化交付的新阶段。公司原因： 1、据2026年1月30日机构调研，公司正与相关方合作研发空间级太阳翼封装材料，POE改性材料处于攻关阶段。 2、据2025年7月17日公告，公司终止原光伏胶膜募投项目，将剩余2.26亿元22,602.78万元募集资金转投年产200万平米PDCLC调光膜项目，产品已获上汽智己L 6、比亚迪仰望U8L等车型定点并启动扩产。 3、据2025年12月17日公告，公司拟在成都投建3亿元高分子特种胶膜项目，巩固TOPCon、BC、HJT组件封装胶膜供应地位。	公司正与相关方合作研发空间级太阳翼封装材料，POE改性材料处于攻关阶段	2026-03-17\|49.16\|-1.56\|49.94\|50.95\|48.85\|19781;2026-03-18\|49.06\|-0.20\|48.79\|49.78\|48.40\|18833;2026-03-19\|48.96\|-0.20\|48.88\|50.46\|48.50\|28982;2026-03-20\|55.60\|13.56\|48.96\|57.36\|47.64\|118530;2026-03-23\|51.32\|-7.70\|52.96\|54.50\|50.88\|103897;2026-03-24\|50.60\|-1.40\|51.89\|51.89\|46.21\|107584;2026-03-25\|50.27\|-0.65\|50.91\|52.69\|49.92\|74743;2026-03-26\|49.21\|-2.11\|50.38\|51.50\|49.03\|48026;2026-03-27\|49.76\|1.12\|48.83\|50.49\|48.01\|38515;2026-03-30\|49.05\|-1.43\|49.09\|49.57\|46.85\|37447;2026-03-31\|46.60\|-4.99\|48.50\|49.30\|46.60\|34718;2026-04-01\|47.83\|2.64\|47.59\|49.13\|46.90\|33428;2026-04-02\|47.73\|-0.21\|47.39\|48.20\|46.60\|37754;2026-04-03\|46.94\|-1.66\|47.41\|48.30\|46.01\|37087;2026-04-07\|45.94\|-2.13\|47.40\|47.40\|45.50\|27762;2026-04-08\|49.75\|8.29\|46.78\|50.50\|46.78\|44289;2026-04-09\|48.19\|-3.14\|49.90\|49.90\|47.53\|28211;2026-04-10\|49.50\|2.72\|48.19\|50.00\|48.18\|25842;2026-04-13\|49.90\|0.81\|48.52\|51.12\|48.52\|26831;2026-04-14\|50.16\|0.52\|50.50\|50.50\|49.16\|18715;2026-04-15\|49.69\|-0.94\|50.20\|50.86\|48.79\|26322;2026-04-16\|51.18\|3.00\|49.99\|51.70\|49.29\|23513;2026-04-17\|51.12\|-0.12\|50.91\|51.66\|50.25\|22664;2026-04-20\|50.29\|-1.62\|51.04\|51.90\|50.11\|23424;2026-04-21\|50.98\|1.37\|50.53\|52.50\|50.30\|37158;2026-04-22\|51.14\|0.31\|51.08\|53.18\|50.00\|36361;2026-04-23\|50.01\|-2.21\|51.09\|51.80\|49.36\|31426;2026-04-24\|49.48\|-1.06\|50.05\|50.37\|48.63\|21257;2026-04-27\|48.50\|-1.98\|49.00\|49.45\|47.65\|19555;2026-04-28\|46.93\|-3.24\|47.80\|48.77\|46.58\|23852;2026-04-29\|49.05\|4.52\|48.11\|49.49\|46.90\|28377;2026-04-30\|49.75\|1.43\|48.70\|50.15\|48.52\|23268;2026-05-06\|49.99\|0.48\|49.56\|50.41\|49.04\|27357;2026-05-07\|50.80\|1.62\|49.98\|52.28\|49.98\|35241;2026-05-08\|50.60\|-0.39\|50.80\|51.10\|49.75\|30849;2026-05-11\|50.60\|0.00\|50.46\|51.87\|49.72\|40732;2026-05-12\|49.88\|-1.42\|50.65\|52.20\|49.51\|49819;2026-05-13\|49.90\|0.04\|49.68\|50.27\|49.15\|27550;2026-05-14\|50.25\|0.70\|50.05\|51.88\|49.61\|46083;2026-05-15\|47.73\|-5.01\|49.88\|50.06\|47.06\|43970;2026-05-18\|47.52\|-0.44\|47.57\|48.50\|46.30\|25181;2026-05-19\|47.39\|-0.27\|47.60\|48.88\|46.00\|26806;2026-05-20\|48.10\|1.50\|47.30\|48.65\|46.04\|29158;2026-05-21\|44.78\|-6.90\|48.22\|48.68\|44.46\|37153;2026-05-22\|46.29\|3.37\|44.93\|47.00\|44.31\|27391;2026-05-25\|47.50\|2.61\|46.50\|47.76\|44.36\|37115;2026-05-26\|45.99\|-3.18\|47.89\|47.89\|44.91\|26328;2026-05-27\|44.82\|-2.54\|46.00\|47.14\|44.00\|26825;2026-05-28\|45.07\|0.56\|44.20\|45.99\|43.15\|30407;2026-05-29\|41.66\|-7.57\|45.07\|45.07\|41.37\|34699;2026-06-01\|42.76\|2.64\|42.40\|44.57\|41.40\|29676;2026-06-02\|42.39\|-0.87\|42.53\|43.47\|40.49\|37049;2026-06-03\|42.30\|-0.21\|42.28\|43.85\|41.60\|24246;2026-06-04\|44.22\|4.54\|42.05\|45.63\|41.76\|44204;2026-06-05\|43.66\|-1.27\|44.00\|44.88\|42.79\|27339;2026-06-08\|42.85\|-1.86\|41.75\|43.85\|41.51\|23926;2026-06-09\|42.80\|-0.12\|43.04\|43.46\|42.18\|14704;2026-06-10\|42.46\|-0.79\|42.38\|42.90\|40.87\|22443;2026-06-11\|42.68\|0.52\|42.07\|43.80\|41.99\|27547;2026-06-12\|43.25\|1.34\|43.19\|44.45\|42.70\|24581;2026-06-15\|43.17\|-0.18\|43.31\|43.93\|42.80\|15352;2026-06-16\|45.65\|5.74\|43.27\|45.79\|42.74\|28502;2026-06-17\|45.26\|-0.85\|45.70\|46.25\|44.53\|24657;2026-06-18\|44.60\|-1.46\|46.28\|46.38\|44.59\|20855;2026-06-22\|45.12\|1.17\|44.01\|45.20\|42.90\|33431;2026-06-23\|44.66\|-1.02\|45.12\|45.20\|44.25\|22038;2026-06-24\|43.35\|-2.93\|44.70\|44.85\|42.32\|28480;2026-06-25\|41.21\|-4.94\|43.32\|43.35\|40.82\|30171;2026-06-26\|41.18\|-0.07\|41.21\|42.30\|40.08\|35739;2026-06-29\|41.30\|0.29\|40.93\|41.43\|37.88\|33538;2026-06-30\|42.00\|1.69\|41.10\|42.12\|40.22\|14513;2026-07-01\|42.74\|1.76\|42.19\|43.58\|41.06\|21433;2026-07-02\|41.35\|-3.25\|42.74\|43.61\|41.18\|26656;2026-07-03\|41.00\|-0.85\|41.71\|41.71\|40.20\|24046;2026-07-06\|39.68\|-3.22\|40.88\|41.98\|39.68\|18868;2026-07-07\|38.63\|-2.65\|40.32\|40.45\|38.42\|17045;2026-07-08\|37.34\|-3.34\|38.65\|39.01\|37.01\|19729;2026-07-09\|37.12\|-0.59\|37.25\|37.95\|36.00\|14576;2026-07-10\|37.31\|0.51\|36.84\|38.88\|36.55\|16216;2026-07-13\|34.38\|-7.85\|37.62\|37.62\|34.32\|19775;2026-07-14\|34.81\|1.25\|34.83\|34.93\|33.80\|15290;2026-07-15\|34.82\|0.03\|34.81\|35.70\|34.51\|10109;2026-07-16\|34.62\|-0.57\|35.20\|35.45\|33.99\|12510;2026-07-17\|34.73\|0.32\|34.79\|36.17\|34.25\|24933;2026-07-20\|32.69\|-5.87\|34.84\|35.23\|32.11\|30963;2026-07-21\|32.58\|-0.34\|32.83\|32.98\|30.21\|24900;2026-07-22\|31.94\|-1.96\|32.16\|32.94\|31.81\|13157;2026-07-23\|32.89\|2.97\|32.34\|33.12\|31.52\|12904;2026-07-24\|32.68\|-0.64\|32.83\|33.38\|32.11\|17248
9191	特斯拉计划采购中国光伏设备	涨停揭秘：锦浪科技4月29日涨停，受益于光伏组件涨价带动逆变器提价预期、特斯拉供应链准入进展、欧洲户储渠道补库需求释放。；涨停缘由：组串式逆变器出口占比超70%，直接受益于欧洲电价反弹及户用储能装机回暖；特斯拉设备采购计划提升中小功率厂商配套确定性；Q1毛利率环比提升2.3pct。；资金逻辑：游资主导拉升，换手充分，叠加光伏设备指数单日涨3.1%，形成板块情绪共振。；风险提示：海外认证周期拉长可能影响交付节奏；汇兑波动对利润影响尚未完全对冲。	中小功率逆变器市场的龙头企业，国内最早进入国际市场的组串式并网逆变器企业之一	2026-03-17\|97.30\|-4.03\|101.32\|102.37\|97.01\|190895;2026-03-18\|98.68\|1.42\|98.45\|99.20\|96.30\|165291;2026-03-19\|103.88\|5.27\|99.51\|107.86\|99.00\|337071;2026-03-20\|119.50\|15.04\|103.50\|124.00\|102.11\|548475;2026-03-23\|113.05\|-5.40\|117.43\|121.99\|112.33\|361635;2026-03-24\|111.28\|-1.57\|114.01\|114.50\|105.80\|311551;2026-03-25\|113.85\|2.31\|111.76\|115.08\|106.00\|398238;2026-03-26\|112.22\|-1.43\|111.00\|116.83\|108.50\|281785;2026-03-27\|106.50\|-5.10\|109.12\|113.97\|106.22\|282052;2026-03-30\|102.72\|-3.55\|107.43\|108.43\|98.00\|288307;2026-03-31\|99.90\|-2.75\|100.10\|104.70\|99.45\|213422;2026-04-01\|96.30\|-3.60\|99.94\|101.50\|94.58\|298647;2026-04-02\|91.50\|-4.98\|95.01\|96.29\|91.13\|235111;2026-04-03\|88.34\|-3.45\|91.47\|91.48\|87.85\|160303;2026-04-07\|88.53\|0.22\|88.30\|89.93\|86.87\|131119;2026-04-08\|90.41\|2.12\|90.24\|91.36\|88.80\|245922;2026-04-09\|90.75\|0.38\|89.93\|92.28\|87.15\|220365;2026-04-10\|93.67\|3.22\|92.77\|96.80\|92.10\|281869;2026-04-13\|94.98\|1.40\|92.30\|96.63\|92.30\|210820;2026-04-14\|96.67\|1.78\|94.69\|96.97\|92.77\|208310;2026-04-15\|92.23\|-4.59\|96.93\|96.99\|91.90\|228343;2026-04-16\|93.38\|1.25\|93.13\|94.48\|91.50\|158245;2026-04-17\|93.76\|0.41\|92.58\|93.99\|92.15\|128115;2026-04-20\|95.32\|1.66\|92.93\|96.18\|92.31\|166951;2026-04-21\|94.64\|-0.71\|94.47\|95.68\|93.50\|114829;2026-04-22\|94.33\|-0.33\|93.60\|94.99\|92.51\|146678;2026-04-23\|96.45\|2.25\|94.69\|97.69\|93.31\|250897;2026-04-24\|101.50\|5.24\|96.15\|101.50\|95.65\|278782;2026-04-27\|83.60\|-17.64\|85.00\|90.00\|83.39\|404807;2026-04-28\|86.37\|3.31\|83.58\|87.50\|83.58\|228154;2026-04-29\|95.40\|10.46\|87.00\|96.25\|86.85\|302173;2026-04-30\|95.06\|-0.36\|94.65\|96.99\|93.54\|160906;2026-05-06\|97.92\|3.01\|94.58\|99.38\|93.20\|183971;2026-05-07\|97.50\|-0.43\|98.00\|100.93\|96.76\|166272;2026-05-08\|98.23\|0.75\|97.04\|100.19\|96.82\|138437;2026-05-11\|102.90\|4.75\|99.16\|105.00\|97.58\|187657;2026-05-12\|100.43\|-2.40\|103.01\|104.90\|100.12\|124322;2026-05-13\|102.31\|1.87\|100.28\|102.94\|98.85\|120468;2026-05-14\|97.84\|-4.37\|102.30\|102.91\|97.58\|125138;2026-05-15\|96.60\|-1.27\|97.70\|101.61\|92.60\|219839;2026-05-18\|104.11\|7.77\|96.56\|107.11\|95.09\|246602;2026-05-19\|107.95\|3.69\|104.25\|109.38\|104.25\|172456;2026-05-20\|112.53\|4.24\|107.20\|113.90\|106.31\|204118;2026-05-21\|108.22\|-3.83\|112.52\|112.97\|107.60\|159228;2026-05-22\|113.60\|4.97\|111.00\|118.88\|110.09\|185050;2026-05-25\|109.69\|-3.44\|112.01\|112.46\|107.90\|151725;2026-05-26\|107.56\|-1.94\|108.82\|112.66\|106.18\|133500;2026-05-27\|119.90\|11.47\|107.44\|123.78\|107.28\|355005;2026-05-28\|120.40\|0.58\|119.92\|121.80\|116.60\|189915;2026-05-29\|114.52\|-4.88\|120.45\|120.88\|113.58\|185884;2026-06-01\|117.50\|2.60\|115.00\|124.80\|114.87\|203702;2026-06-02\|112.60\|-4.17\|119.22\|123.38\|110.18\|178240;2026-06-03\|109.48\|-2.77\|112.60\|117.80\|108.00\|211656;2026-06-04\|105.90\|-3.27\|107.50\|110.62\|103.00\|159139;2026-06-05\|97.35\|-8.07\|105.47\|106.90\|96.45\|198201;2026-06-08\|93.82\|-3.63\|95.29\|97.29\|92.35\|139136;2026-06-09\|93.72\|-0.11\|96.22\|97.00\|91.12\|124571;2026-06-10\|90.62\|-3.31\|92.88\|93.38\|88.80\|112288;2026-06-11\|92.30\|1.85\|90.28\|93.69\|90.06\|114041;2026-06-12\|90.73\|-1.70\|93.52\|94.30\|89.84\|158949;2026-06-15\|87.20\|-3.89\|91.50\|91.86\|86.36\|174762;2026-06-16\|93.06\|6.72\|87.86\|95.57\|86.00\|219506;2026-06-17\|93.31\|0.27\|92.00\|95.30\|91.88\|129134;2026-06-18\|92.06\|-1.34\|92.25\|94.60\|91.63\|115210;2026-06-22\|95.62\|3.87\|92.90\|97.00\|92.51\|198019;2026-06-23\|90.43\|-5.43\|94.87\|94.87\|89.80\|156244;2026-06-24\|88.04\|-2.64\|90.51\|90.86\|86.86\|126496;2026-06-25\|85.10\|-3.34\|88.00\|88.44\|84.75\|130619;2026-06-26\|83.50\|-1.88\|85.46\|87.31\|83.31\|127088;2026-06-29\|87.44\|4.72\|83.65\|91.80\|83.65\|192611;2026-06-30\|90.35\|3.33\|87.30\|91.59\|86.50\|134483;2026-07-01\|82.52\|-8.67\|89.45\|89.98\|77.42\|269886;2026-07-02\|78.48\|-4.90\|81.50\|82.30\|78.24\|148871;2026-07-03\|76.24\|-2.85\|79.02\|79.65\|76.20\|107551;2026-07-06\|76.35\|0.14\|76.30\|79.18\|75.81\|104013;2026-07-07\|71.34\|-6.56\|76.35\|76.36\|71.17\|161465;2026-07-08\|66.10\|-7.35\|73.34\|73.70\|65.72\|245157;2026-07-09\|66.01\|-0.14\|66.78\|66.82\|62.66\|206736;2026-07-10\|64.06\|-2.95\|65.99\|66.60\|64.00\|148453;2026-07-13\|61.69\|-3.70\|64.01\|64.65\|61.26\|116614;2026-07-14\|62.81\|1.82\|61.96\|63.10\|61.27\|98896;2026-07-15\|62.07\|-1.18\|63.00\|64.73\|61.76\|103006;2026-07-16\|61.09\|-1.58\|62.01\|62.50\|60.15\|89091;2026-07-17\|57.80\|-5.39\|60.96\|61.23\|57.50\|107530;2026-07-20\|56.60\|-2.08\|58.35\|58.86\|55.33\|121455;2026-07-21\|57.66\|1.87\|56.76\|57.75\|54.96\|126193;2026-07-22\|57.46\|-0.35\|56.90\|59.40\|56.50\|119581;2026-07-23\|62.19\|8.23\|57.10\|62.58\|57.10\|209984;2026-07-24\|63.69\|2.41\|63.37\|66.55\|63.18\|222349
9190	特斯拉计划采购中国光伏设备	绿电扩张+海上风电+广西国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年3月27日公告，公司2026年度计划投资13.76亿元建设八步上程风电场、平桂水口风电场、古欧光伏及防城港海上风电A场址等77项新能源项目，持续扩大绿电装机。 2、据2026年3月27日披露的2025年年度报告，公司控股装机容量243.37万千瓦，其中新能源88.9万千瓦、占比36.53%，清洁能源173.37万千瓦、占比71.24%，新能源发电量2025年同比增151%，已成核心增长点。 3、据2026年3月27日披露的2025年年度报告，公司最终控制人为广西国资委，是区域内唯一“厂网合一”上市平台，具特许供电经营权。	;公司主营“厂网一体” 的发电、供电、售电及电力设计，构建水火风光协同的综合能源体系；光伏聚焦电站运营，集中式与分布式光伏合计装机 2.9 万千瓦	2026-03-17\|4.30\|1.42\|4.24\|4.35\|4.20\|406092;2026-03-18\|4.35\|1.16\|4.29\|4.40\|4.27\|360946;2026-03-19\|4.44\|2.07\|4.33\|4.51\|4.30\|592970;2026-03-20\|4.88\|9.91\|4.40\|4.88\|4.36\|2320308;2026-03-23\|5.08\|4.10\|4.59\|5.36\|4.53\|2641726;2026-03-24\|5.17\|1.77\|4.92\|5.32\|4.75\|2230341;2026-03-25\|5.45\|5.42\|5.02\|5.65\|4.99\|2363472;2026-03-26\|6.00\|10.09\|5.31\|6.00\|5.20\|1995784;2026-03-27\|6.60\|10.00\|6.60\|6.60\|6.60\|424981;2026-03-30\|6.32\|-4.24\|6.99\|7.26\|6.18\|4665025;2026-03-31\|6.34\|0.32\|5.69\|6.63\|5.69\|3836435;2026-04-01\|5.71\|-9.94\|5.89\|5.98\|5.71\|1785981;2026-04-02\|5.14\|-9.98\|5.28\|5.68\|5.14\|3016450;2026-04-03\|4.63\|-9.92\|4.97\|4.97\|4.63\|1854029;2026-04-07\|4.68\|1.08\|4.47\|4.79\|4.39\|1910091;2026-04-08\|4.57\|-2.35\|4.65\|4.69\|4.54\|1747500;2026-04-09\|4.40\|-3.72\|4.56\|4.56\|4.37\|1417893;2026-04-10\|4.36\|-0.91\|4.41\|4.47\|4.35\|987301;2026-04-13\|4.60\|5.50\|4.38\|4.62\|4.36\|1815547;2026-04-14\|4.54\|-1.30\|4.60\|4.75\|4.49\|1446270;2026-04-15\|4.43\|-2.42\|4.54\|4.54\|4.37\|1005723;2026-04-16\|4.41\|-0.45\|4.42\|4.50\|4.37\|704793;2026-04-17\|4.41\|0.00\|4.42\|4.49\|4.36\|760788;2026-04-20\|4.62\|4.76\|4.41\|4.67\|4.39\|1524341;2026-04-21\|4.78\|3.46\|4.61\|4.89\|4.47\|1845850;2026-04-22\|4.80\|0.42\|4.73\|4.89\|4.69\|1507119;2026-04-23\|5.28\|10.00\|4.79\|5.28\|4.67\|2442178;2026-04-24\|5.09\|-3.60\|5.29\|5.53\|5.08\|2717808;2026-04-27\|5.27\|3.54\|4.99\|5.37\|4.82\|2007108;2026-04-28\|5.31\|0.76\|5.16\|5.50\|4.98\|2132702;2026-04-29\|5.06\|-4.71\|5.18\|5.29\|5.03\|1569990;2026-04-30\|4.94\|-2.37\|5.01\|5.10\|4.89\|1169039;2026-05-06\|5.14\|4.05\|4.94\|5.20\|4.89\|1351397;2026-05-07\|5.31\|3.31\|5.15\|5.39\|5.15\|1606967;2026-05-08\|5.33\|0.38\|5.30\|5.45\|5.21\|1314693;2026-05-11\|5.35\|0.38\|5.40\|5.48\|5.31\|1150777;2026-05-12\|5.42\|1.31\|5.35\|5.56\|5.12\|1516467;2026-05-13\|5.56\|2.58\|5.43\|5.70\|5.42\|2014005;2026-05-14\|5.18\|-6.83\|5.57\|5.77\|5.18\|1857999;2026-05-15\|5.10\|-1.54\|5.12\|5.23\|4.96\|1335928;2026-05-18\|5.11\|0.20\|5.02\|5.22\|4.99\|800474;2026-05-19\|5.62\|9.98\|5.10\|5.62\|4.98\|1429645;2026-05-20\|5.07\|-9.79\|5.68\|5.76\|5.07\|1995561;2026-05-21\|5.20\|2.56\|5.07\|5.46\|5.05\|1593370;2026-05-22\|5.10\|-1.92\|5.10\|5.20\|4.89\|1175878;2026-05-25\|5.61\|10.00\|5.12\|5.61\|5.11\|1940832;2026-05-26\|5.53\|-1.43\|5.74\|5.97\|5.51\|2413620;2026-05-27\|5.82\|5.24\|5.47\|5.90\|5.47\|2328820;2026-05-28\|5.80\|-0.34\|5.90\|6.16\|5.64\|2471116;2026-05-29\|5.98\|3.10\|5.74\|6.25\|5.72\|2378461;2026-06-01\|5.84\|-2.34\|5.98\|6.03\|5.41\|1887865;2026-06-02\|5.77\|-1.20\|5.70\|5.95\|5.49\|1509874;2026-06-03\|6.35\|10.05\|5.98\|6.35\|5.98\|1101622;2026-06-04\|6.29\|-0.94\|6.79\|6.99\|6.22\|3506573;2026-06-05\|5.66\|-10.02\|6.19\|6.46\|5.66\|2357522;2026-06-08\|5.23\|-7.60\|5.31\|5.65\|5.19\|1492955;2026-06-09\|5.08\|-2.31\|5.20\|5.23\|4.94\|1166241;2026-06-10\|4.75\|-6.50\|5.00\|5.01\|4.68\|1118969;2026-06-11\|4.76\|0.21\|4.65\|4.85\|4.60\|805742;2026-06-12\|4.63\|-2.73\|4.71\|4.80\|4.60\|995480;2026-06-15\|4.93\|6.48\|4.74\|5.08\|4.73\|1369388;2026-06-16\|4.84\|-1.83\|4.93\|4.96\|4.81\|832172;2026-06-17\|4.67\|-3.51\|4.84\|4.86\|4.61\|824216;2026-06-18\|4.38\|-6.21\|4.67\|4.67\|4.36\|983160;2026-06-22\|4.26\|-2.74\|4.38\|4.40\|4.17\|809377;2026-06-23\|4.24\|-0.47\|4.20\|4.33\|4.16\|665314;2026-06-24\|4.20\|-0.94\|4.23\|4.23\|4.07\|616543;2026-06-25\|4.11\|-2.14\|4.21\|4.21\|4.07\|517353;2026-06-26\|3.96\|-3.65\|4.13\|4.24\|3.96\|838244;2026-06-29\|4.06\|2.53\|3.92\|4.27\|3.92\|1152938;2026-06-30\|4.22\|3.94\|4.01\|4.38\|3.93\|1060625;2026-07-01\|4.26\|0.95\|4.22\|4.29\|4.18\|732215;2026-07-02\|4.12\|-3.29\|4.23\|4.35\|4.10\|801929;2026-07-03\|4.07\|-1.21\|4.09\|4.16\|4.03\|472088;2026-07-06\|4.00\|-1.72\|4.07\|4.08\|3.97\|425231;2026-07-07\|3.82\|-4.50\|3.99\|4.00\|3.80\|571312;2026-07-08\|3.76\|-1.57\|3.80\|3.83\|3.73\|354235;2026-07-09\|3.84\|2.13\|3.74\|3.85\|3.70\|492384;2026-07-10\|3.97\|3.39\|3.82\|4.07\|3.81\|681089;2026-07-13\|3.87\|-2.52\|3.96\|3.98\|3.83\|496419;2026-07-14\|3.94\|1.81\|3.83\|3.94\|3.82\|341460;2026-07-15\|4.13\|4.82\|4.07\|4.22\|3.99\|837785;2026-07-16\|4.10\|-0.73\|4.13\|4.23\|4.08\|610014;2026-07-17\|4.50\|9.76\|4.07\|4.50\|4.06\|1593789;2026-07-20\|4.83\|7.33\|4.31\|4.91\|4.26\|1847071;2026-07-21\|4.44\|-8.07\|4.65\|4.69\|4.35\|1581136;2026-07-22\|4.53\|2.03\|4.30\|4.60\|4.30\|1188353;2026-07-23\|4.49\|-0.88\|4.44\|4.64\|4.29\|1185050;2026-07-24\|4.17\|-7.13\|4.37\|4.44\|4.16\|934239
9189	特斯拉计划采购中国光伏设备	光伏设备+储能PCS龙头+一带一路+定增落地行业原因： 1、据证券时报网，3月20日早间，有传闻显示，特斯拉计划从中国采购总价29亿美元(200亿元人民币)的光伏制造设备，正与特斯拉太阳能项目进行谈判的中国企业包括上能电气、拉普拉斯。随后，有媒体就该消息向某光伏企业核实，获得的回应显示，相关合同规模在吉瓦级。 2、欧洲太阳能采购平台sun.store数据显示，2026年2月，TOPCon和单面TOPCon组件的均价环比分别上涨了10%和9%，而全黑组件和背接触组件的价格从1月到2月分别上涨了8%和7%。公司原因： 1、据2025年半年报，公司光伏逆变器产品主要为集中式光伏逆变器及组串式光伏逆变器。光伏逆变器领域，公司是行业内少数拥有集中式及组串式等各种技术路线的光伏逆变器厂商；并且拥有全功率段（3kW-8.8MW）产品，全面覆盖大型地面光伏电站、山地光伏电站、水面漂浮电站、工商业屋顶光伏电站及户用光伏系统等多场景的应用。 2、据2026年3月19日上能电气官微，公司供货的坦桑尼亚希尼安加Kishapu50MW光伏电站并网，系该国首座大型地面集中式电站，标志“一带一路”市场再下一城。 3、据2025年8月5日募集说明书，公司光伏逆变器2024年出货量全球第四，储能变流器2021-2024年连续四年国内出货量前二，产品配套国家电投、大唐、中核等央企及TATA、ACWA Power等境外客户。 4、据2026年1月5日公告，公司向特定对象发行5234万股募资16.38亿元已完成，用于25GW组串式逆变器及15GW储能变流器产业化项目，资产负债率下降、资本结构优化。	全球领先的光伏逆变器制造商；公司提供全场景储能系统解决方案，涵盖集中式、组串式多种技术路线的 1000V/1500V 全系列储能变流器及系统集成产品，广泛应用于发电侧、电网侧、用户侧、微电网等多场景	2026-03-17\|37.00\|-3.77\|38.31\|39.12\|36.94\|312546;2026-03-18\|37.20\|0.54\|37.30\|37.45\|36.41\|211341;2026-03-19\|37.44\|0.65\|36.78\|38.28\|36.50\|298538;2026-03-20\|44.93\|20.01\|37.00\|44.93\|36.60\|1341839;2026-03-23\|41.64\|-7.32\|44.02\|44.51\|41.01\|1117414;2026-03-24\|42.15\|1.22\|41.92\|42.82\|39.91\|844306;2026-03-25\|44.52\|5.62\|42.82\|44.89\|41.51\|1057588;2026-03-26\|44.92\|0.90\|43.46\|47.10\|42.00\|964978;2026-03-27\|43.08\|-4.10\|43.58\|45.98\|42.63\|651293;2026-03-30\|42.00\|-2.51\|44.07\|44.50\|40.80\|514953;2026-03-31\|38.88\|-7.43\|41.49\|42.24\|38.80\|543940;2026-04-01\|39.68\|2.06\|39.88\|40.35\|37.78\|454416;2026-04-02\|37.55\|-5.37\|39.00\|39.62\|36.80\|487725;2026-04-03\|35.00\|-6.79\|37.38\|37.80\|34.56\|426491;2026-04-07\|35.18\|0.51\|34.60\|35.70\|34.60\|218054;2026-04-08\|36.37\|3.38\|35.79\|36.42\|35.65\|312291;2026-04-09\|37.64\|3.49\|35.81\|38.06\|35.11\|423071;2026-04-10\|37.77\|0.35\|37.77\|39.22\|37.51\|407965;2026-04-13\|38.04\|0.71\|37.66\|38.58\|37.23\|298753;2026-04-14\|38.61\|1.50\|38.06\|38.64\|37.60\|311108;2026-04-15\|37.42\|-3.08\|38.65\|38.72\|37.33\|300800;2026-04-16\|38.13\|1.90\|37.75\|38.40\|37.25\|230186;2026-04-17\|37.65\|-1.26\|37.80\|38.25\|37.38\|216886;2026-04-20\|38.10\|1.20\|37.65\|38.38\|37.50\|221503;2026-04-21\|37.61\|-1.29\|38.18\|38.46\|37.30\|205119;2026-04-22\|36.87\|-1.97\|37.35\|37.45\|36.50\|301699;2026-04-23\|38.96\|5.67\|37.53\|38.97\|37.17\|544695;2026-04-24\|37.03\|-4.95\|37.46\|37.68\|36.65\|364060;2026-04-27\|36.92\|-0.30\|36.58\|37.35\|35.88\|213366;2026-04-28\|36.22\|-1.90\|36.51\|37.25\|36.00\|198616;2026-04-29\|37.57\|3.73\|36.22\|37.98\|36.00\|367128;2026-04-30\|37.83\|0.69\|37.49\|38.09\|36.91\|284999;2026-05-06\|38.52\|1.82\|37.83\|38.75\|37.55\|318644;2026-05-07\|38.56\|0.10\|38.68\|39.37\|38.22\|328311;2026-05-08\|38.16\|-1.04\|38.11\|38.80\|37.85\|254014;2026-05-11\|39.67\|3.96\|38.61\|39.95\|38.61\|443046;2026-05-12\|39.46\|-0.53\|39.69\|40.58\|39.23\|393805;2026-05-13\|40.60\|2.89\|39.31\|40.80\|39.10\|396286;2026-05-14\|37.97\|-6.48\|40.95\|40.97\|37.95\|418614;2026-05-15\|38.78\|2.13\|38.14\|39.87\|36.50\|420583;2026-05-18\|38.76\|-0.05\|38.00\|39.35\|37.59\|235071;2026-05-19\|39.04\|0.72\|38.56\|39.80\|38.40\|256445;2026-05-20\|39.95\|2.33\|38.50\|40.30\|38.01\|438856;2026-05-21\|37.43\|-6.31\|39.80\|40.12\|37.40\|411969;2026-05-22\|37.79\|0.96\|37.91\|38.90\|37.56\|251619;2026-05-25\|36.24\|-4.10\|37.24\|37.39\|36.12\|288240;2026-05-26\|36.40\|0.44\|36.00\|36.83\|35.10\|204942;2026-05-27\|36.65\|1.02\|36.10\|37.79\|36.02\|227017;2026-05-28\|35.58\|-2.92\|36.29\|36.51\|35.27\|200989;2026-05-29\|33.06\|-7.08\|35.31\|35.54\|32.90\|255856;2026-06-01\|33.52\|1.39\|33.06\|34.03\|33.06\|155330;2026-06-02\|32.33\|-3.55\|33.23\|33.79\|31.52\|186353;2026-06-03\|31.85\|-1.48\|32.43\|32.66\|31.61\|155312;2026-06-04\|30.96\|-2.79\|31.51\|31.85\|30.72\|168426;2026-06-05\|29.92\|-3.36\|31.10\|31.19\|29.76\|171630;2026-06-08\|28.66\|-4.21\|29.30\|30.00\|28.30\|160782;2026-06-09\|29.36\|2.44\|29.15\|29.56\|28.15\|175992;2026-06-10\|30.46\|3.75\|29.39\|31.00\|28.69\|242434;2026-06-11\|29.83\|-2.07\|30.00\|30.70\|29.56\|184800;2026-06-12\|30.23\|1.34\|30.27\|30.86\|29.87\|165246;2026-06-15\|30.70\|1.55\|30.41\|30.80\|30.25\|126916;2026-06-16\|31.37\|2.18\|30.71\|31.60\|30.32\|173839;2026-06-17\|30.33\|-3.32\|31.06\|31.37\|30.10\|166365;2026-06-18\|30.10\|-0.76\|30.18\|30.33\|29.65\|141892;2026-06-22\|31.10\|3.32\|29.77\|31.20\|29.68\|205232;2026-06-23\|29.44\|-5.34\|30.85\|30.98\|29.40\|159906;2026-06-24\|29.49\|0.17\|29.41\|29.73\|28.94\|104303;2026-06-25\|28.80\|-2.34\|29.22\|29.46\|28.50\|142090;2026-06-26\|28.73\|-0.24\|29.30\|29.89\|28.73\|163182;2026-06-29\|29.80\|3.72\|28.83\|30.38\|28.73\|189911;2026-06-30\|30.79\|3.32\|30.26\|30.88\|29.93\|170358;2026-07-01\|28.90\|-6.14\|30.60\|30.64\|28.16\|310798;2026-07-02\|28.30\|-2.08\|28.20\|28.78\|28.17\|135173;2026-07-03\|27.00\|-4.59\|28.42\|28.46\|27.00\|168097;2026-07-06\|26.65\|-1.30\|26.88\|27.54\|26.53\|106336;2026-07-07\|25.80\|-3.19\|26.80\|26.80\|25.69\|99370;2026-07-08\|24.80\|-3.88\|26.00\|26.04\|24.80\|124656;2026-07-09\|24.90\|0.40\|24.77\|24.96\|23.84\|141301;2026-07-10\|24.94\|0.16\|25.15\|25.55\|24.58\|126684;2026-07-13\|24.09\|-3.41\|24.90\|25.27\|24.00\|106927;2026-07-14\|24.17\|0.33\|24.09\|24.28\|23.50\|86493;2026-07-15\|24.26\|0.37\|24.22\|24.80\|24.00\|83620;2026-07-16\|24.13\|-0.54\|24.12\|24.59\|23.81\|83125;2026-07-17\|23.65\|-1.99\|24.05\|24.48\|23.50\|135407;2026-07-20\|23.19\|-1.95\|23.50\|23.80\|22.50\|198157;2026-07-21\|23.76\|2.46\|23.20\|23.90\|23.20\|156515;2026-07-22\|23.99\|0.97\|23.80\|24.50\|23.55\|146067;2026-07-23\|25.45\|6.09\|23.99\|25.45\|23.81\|259699;2026-07-24\|24.03\|-5.58\|24.90\|25.59\|24.00\|184305
9188	特斯拉计划采购中国光伏设备	越南满产+人形机器人+光伏边框+储能行业原因： 1、据证券时报网，3月20日早间，有传闻显示，特斯拉计划从中国采购总价29亿美元(200亿元人民币)的光伏制造设备，正与特斯拉太阳能项目进行谈判的中国企业包括上能电气、拉普拉斯。随后，有媒体就该消息向某光伏企业核实，获得的回应显示，相关合同规模在吉瓦级。 2、欧洲太阳能采购平台sun.store数据显示，2026年2月，TOPCon和单面TOPCon组件的均价环比分别上涨了10%和9%，而全黑组件和背接触组件的价格从1月到2月分别上涨了8%和7%。公司原因： 1、据2026年3月13日互动易，越南基地18万吨光伏铝边框已于2025年三季度满产，订单聚焦印度、美国，加工费显著高于国内。 2、据2025年11月7日投资者关系活动记录表，公司向智元机器人批量交付核心铝合金部件，并拟联合研发镁合金轻量化应用。 3、据2025年8月28日半年度报告，公司主营光伏铝边框，产能82万吨，规划总产能122万吨，已进入天合、隆基等全球头部组件供应链。 4、据2025年6月19日公告，公司投建包头1500MW/9000MWh储能电站，总投资约13.1亿元，延伸新能源产业链。	光伏铝边框绝对龙头，全球市占率超 18%；公司主营光伏边框、BIPV 产品、光伏支架等绿色能源结构材料研发生产，配套隆基、天合光能等国内外头部组件厂商	2026-03-17\|26.41\|-1.93\|27.00\|27.98\|26.36\|109540;2026-03-18\|26.32\|-0.34\|26.59\|26.95\|26.10\|71865;2026-03-19\|25.65\|-2.55\|26.19\|26.99\|25.50\|95842;2026-03-20\|28.22\|10.02\|25.62\|28.22\|25.62\|230350;2026-03-23\|25.40\|-9.99\|28.14\|28.14\|25.40\|259118;2026-03-24\|26.19\|3.11\|25.70\|26.73\|24.56\|244653;2026-03-25\|26.20\|0.04\|26.06\|27.35\|25.75\|134061;2026-03-26\|24.57\|-6.22\|26.20\|26.27\|24.49\|131733;2026-03-27\|25.16\|2.40\|24.30\|25.69\|24.14\|115511;2026-03-30\|24.43\|-2.90\|24.74\|25.05\|23.77\|86216;2026-03-31\|23.49\|-3.85\|24.20\|24.65\|23.45\|83228;2026-04-01\|23.92\|1.83\|23.80\|24.77\|23.60\|85581;2026-04-02\|22.88\|-4.35\|23.71\|23.83\|22.67\|67280;2026-04-03\|21.88\|-4.37\|22.97\|22.99\|21.70\|61284;2026-04-07\|21.80\|-0.37\|21.98\|22.35\|21.70\|46172;2026-04-08\|23.07\|5.83\|22.30\|23.07\|22.23\|85388;2026-04-09\|22.65\|-1.82\|22.83\|22.89\|22.26\|59201;2026-04-10\|22.92\|1.19\|22.76\|23.44\|22.75\|56092;2026-04-13\|23.08\|0.70\|22.80\|23.42\|22.75\|43575;2026-04-14\|22.69\|-1.69\|23.30\|23.30\|22.57\|62714;2026-04-15\|22.70\|0.04\|22.70\|22.99\|22.54\|49888;2026-04-16\|23.28\|2.56\|22.71\|23.46\|22.58\|61130;2026-04-17\|23.26\|-0.09\|23.26\|23.86\|23.01\|51097;2026-04-20\|23.86\|2.58\|23.26\|24.25\|22.90\|87590;2026-04-21\|24.49\|2.64\|24.02\|24.63\|23.60\|86764;2026-04-22\|24.20\|-1.18\|24.39\|24.54\|24.05\|72162;2026-04-23\|23.84\|-1.49\|24.00\|24.28\|23.51\|63924;2026-04-24\|23.24\|-2.52\|23.80\|23.80\|22.94\|47323;2026-04-27\|23.10\|-0.60\|23.00\|23.31\|22.80\|42152;2026-04-28\|22.48\|-2.68\|22.88\|23.06\|22.29\|38636;2026-04-29\|23.82\|5.96\|22.36\|24.15\|22.05\|79991;2026-04-30\|24.14\|1.34\|23.74\|24.20\|23.51\|61447;2026-05-06\|23.70\|-1.82\|24.08\|24.10\|23.51\|58494;2026-05-07\|24.45\|3.16\|23.80\|24.85\|23.77\|86995;2026-05-08\|24.29\|-0.65\|24.34\|24.43\|23.97\|49575;2026-05-11\|24.85\|2.31\|23.99\|25.72\|23.42\|127148;2026-05-12\|24.70\|-0.60\|25.98\|27.34\|24.43\|180041;2026-05-13\|24.97\|1.09\|24.84\|25.88\|24.61\|136116;2026-05-14\|24.32\|-2.60\|24.98\|25.31\|24.14\|116037;2026-05-15\|23.78\|-2.22\|24.12\|24.58\|23.09\|107246;2026-05-18\|23.40\|-1.60\|23.50\|23.79\|23.10\|64010;2026-05-19\|23.46\|0.26\|23.40\|24.05\|23.00\|63213;2026-05-20\|23.20\|-1.11\|23.30\|23.38\|22.61\|56487;2026-05-21\|22.01\|-5.13\|23.20\|23.45\|21.91\|73198;2026-05-22\|22.95\|4.27\|22.01\|23.27\|21.98\|64103;2026-05-25\|22.63\|-1.39\|22.90\|23.25\|22.30\|37761;2026-05-26\|21.90\|-3.23\|22.53\|22.69\|21.60\|50907;2026-05-27\|21.22\|-3.10\|21.75\|22.40\|21.02\|50926;2026-05-28\|21.14\|-0.38\|21.07\|21.32\|20.52\|41949;2026-05-29\|19.85\|-6.10\|20.96\|21.17\|19.70\|63725;2026-06-01\|19.95\|0.50\|19.85\|20.32\|19.76\|41282;2026-06-02\|19.12\|-4.16\|19.95\|20.19\|18.83\|50426;2026-06-03\|18.73\|-2.04\|18.98\|19.17\|18.49\|47535;2026-06-04\|18.46\|-1.44\|18.71\|18.72\|18.21\|42534;2026-06-05\|18.45\|-0.05\|18.36\|18.71\|17.92\|43196;2026-06-08\|17.37\|-5.85\|17.91\|18.21\|17.06\|53501;2026-06-09\|17.34\|-0.17\|17.46\|17.60\|17.11\|39927;2026-06-10\|17.18\|-0.92\|17.20\|17.27\|16.57\|49252;2026-06-11\|16.95\|-1.34\|17.00\|17.18\|16.62\|33540;2026-06-12\|17.09\|0.83\|16.88\|17.29\|16.71\|39357;2026-06-15\|17.18\|0.53\|17.10\|17.48\|17.07\|34699;2026-06-16\|17.21\|0.17\|17.19\|17.35\|16.90\|34686;2026-06-17\|16.96\|-1.45\|17.09\|17.48\|16.80\|39065;2026-06-18\|16.91\|-0.29\|16.90\|17.11\|16.65\|34814;2026-06-22\|16.62\|-1.72\|16.76\|17.15\|16.10\|51775;2026-06-23\|16.42\|-1.20\|16.60\|16.92\|16.36\|41733;2026-06-24\|16.01\|-2.50\|16.64\|16.64\|15.84\|47299;2026-06-25\|15.71\|-1.87\|15.94\|16.08\|15.52\|40263;2026-06-26\|15.39\|-2.04\|15.58\|15.94\|15.35\|49714;2026-06-29\|15.25\|-0.91\|15.39\|15.39\|14.86\|50691;2026-06-30\|15.41\|1.05\|15.80\|15.80\|15.21\|46183;2026-07-01\|15.51\|0.65\|15.39\|15.90\|15.05\|45306;2026-07-02\|15.43\|-0.52\|15.40\|15.90\|15.31\|46617;2026-07-03\|15.77\|2.20\|15.42\|15.97\|15.35\|49735;2026-07-06\|15.45\|-2.03\|15.80\|16.02\|15.39\|46208;2026-07-07\|14.97\|-3.11\|15.40\|15.47\|14.90\|36276;2026-07-08\|14.53\|-2.94\|14.97\|15.00\|14.50\|32982;2026-07-09\|14.41\|-0.83\|14.56\|14.62\|14.06\|36346;2026-07-10\|14.72\|2.15\|14.37\|15.22\|14.28\|43271;2026-07-13\|13.94\|-5.30\|14.66\|14.78\|13.86\|42362;2026-07-14\|14.13\|1.36\|13.80\|14.13\|13.68\|33741;2026-07-15\|14.21\|0.57\|13.96\|14.44\|13.86\|36293;2026-07-16\|14.24\|0.21\|14.21\|14.49\|13.99\|35968;2026-07-17\|13.72\|-3.65\|14.21\|14.48\|13.63\|43806;2026-07-20\|13.55\|-1.24\|13.79\|14.06\|13.32\|43830;2026-07-21\|13.49\|-0.44\|13.55\|13.64\|13.09\|51477;2026-07-22\|13.41\|-0.59\|13.30\|13.72\|13.29\|37758;2026-07-23\|13.95\|4.03\|13.30\|13.98\|13.30\|48888;2026-07-24\|13.41\|-3.87\|13.84\|13.89\|13.37\|36955
9187	特斯拉计划采购中国光伏设备	储能+光伏逆变器+全球化布局行业原因： 1、据证券时报网，3月20日早间，有传闻显示，特斯拉计划从中国采购总价29亿美元(200亿元人民币)的光伏制造设备，正与特斯拉太阳能项目进行谈判的中国企业包括上能电气、拉普拉斯。随后，有媒体就该消息向某光伏企业核实，获得的回应显示，相关合同规模在吉瓦级。 2、欧洲太阳能采购平台sun.store数据显示，2026年2月，TOPCon和单面TOPCon组件的均价环比分别上涨了10%和9%，而全黑组件和背接触组件的价格从1月到2月分别上涨了8%和7%。公司原因： 1、据2025年11月20日机构调研，澳大利亚“家用电池补贴计划”等政策推动户用与工商业储能需求快速释放，公司光储一体化解决方案面向当地市场积极布局。 2、据2025年4月29日年报，公司主营光伏并网逆变器、光伏储能逆变器及储能电池，光伏逆变器出货量位列全球前十。 3、据2025年4月29日年报，公司境外收入占比约84.16%，客户遍及欧洲、亚太、拉美、中东及非洲，并拟加大德法、日韩、中东、南美等市场开拓。	2025-04上市	2026-03-17\|47.38\|-4.55\|47.90\|51.36\|47.00\|179612;2026-03-18\|48.30\|1.94\|47.01\|52.49\|47.01\|177109;2026-03-19\|50.29\|4.12\|48.69\|52.66\|48.69\|197038;2026-03-20\|60.35\|20.00\|46.82\|60.35\|46.82\|231145;2026-03-23\|60.81\|0.76\|61.00\|66.93\|59.00\|248796;2026-03-24\|59.88\|-1.53\|61.59\|64.66\|56.66\|207175;2026-03-25\|61.10\|2.04\|58.00\|62.70\|56.71\|221825;2026-03-26\|55.30\|-9.49\|58.18\|59.15\|55.01\|154505;2026-03-27\|51.81\|-6.31\|53.31\|54.00\|51.00\|141236;2026-03-30\|51.26\|-1.06\|52.02\|53.96\|49.26\|119678;2026-03-31\|47.50\|-7.34\|50.42\|50.88\|47.23\|135494;2026-04-01\|47.23\|-0.57\|48.15\|48.84\|46.07\|112645;2026-04-02\|43.49\|-7.92\|46.11\|47.10\|43.10\|161771;2026-04-03\|41.07\|-5.56\|43.49\|43.50\|40.91\|110842;2026-04-07\|40.80\|-0.66\|41.36\|42.19\|40.68\|80222;2026-04-08\|41.84\|2.55\|41.35\|41.85\|40.89\|141825;2026-04-09\|41.40\|-1.05\|41.00\|41.99\|39.75\|124915;2026-04-10\|42.10\|1.69\|41.85\|43.98\|41.50\|199150;2026-04-13\|43.00\|2.14\|41.78\|43.91\|41.26\|196428;2026-04-14\|42.77\|-0.53\|41.95\|43.14\|41.03\|158195;2026-04-15\|41.07\|-3.97\|42.40\|42.54\|40.86\|128509;2026-04-16\|41.50\|1.05\|41.00\|41.60\|40.57\|88664;2026-04-17\|41.72\|0.53\|41.46\|42.17\|40.73\|90394;2026-04-20\|42.40\|1.63\|41.93\|42.54\|41.14\|92180;2026-04-21\|42.78\|0.90\|42.40\|43.68\|41.30\|115200;2026-04-22\|42.10\|-1.59\|42.68\|42.86\|41.72\|87248;2026-04-23\|41.75\|-0.83\|42.20\|42.94\|41.08\|98386;2026-04-24\|40.95\|-1.92\|41.39\|42.26\|40.81\|68514;2026-04-27\|39.36\|-3.88\|40.40\|40.70\|39.02\|93924;2026-04-28\|39.48\|0.30\|38.75\|39.96\|38.63\|64166;2026-04-29\|40.79\|3.32\|37.20\|41.66\|36.55\|127783;2026-04-30\|42.09\|3.19\|40.60\|42.78\|40.10\|119919;2026-05-06\|42.48\|0.93\|41.67\|42.66\|40.90\|80629;2026-05-07\|42.57\|0.21\|42.00\|43.18\|41.96\|78777;2026-05-08\|43.00\|1.01\|42.19\|43.22\|42.02\|116931;2026-05-11\|42.13\|-2.02\|43.88\|44.43\|42.00\|132129;2026-05-12\|40.60\|-3.63\|42.80\|42.80\|40.21\|95340;2026-05-13\|41.16\|1.38\|40.48\|41.88\|40.16\|68860;2026-05-14\|39.90\|-3.06\|41.17\|41.79\|39.90\|63887;2026-05-15\|41.00\|2.76\|40.20\|43.51\|38.33\|154712;2026-05-18\|40.70\|-0.73\|40.03\|41.82\|40.03\|95187;2026-05-19\|40.88\|0.44\|40.49\|42.97\|40.45\|102082;2026-05-20\|42.88\|4.89\|40.66\|43.26\|40.02\|165351;2026-05-21\|39.35\|-8.23\|42.46\|43.10\|39.16\|157378;2026-05-22\|40.43\|2.74\|39.79\|42.37\|39.42\|150743;2026-05-25\|39.03\|-3.46\|40.52\|40.80\|38.60\|84068;2026-05-26\|38.61\|-1.08\|38.77\|40.38\|37.50\|89802;2026-05-27\|39.13\|1.35\|38.66\|43.22\|38.66\|183423;2026-05-28\|38.79\|-0.87\|39.24\|39.31\|37.50\|103818;2026-05-29\|35.99\|-7.22\|38.72\|39.19\|35.90\|102622;2026-06-01\|36.41\|1.17\|35.63\|37.59\|35.63\|72575;2026-06-02\|34.67\|-4.78\|36.05\|36.63\|34.31\|66627;2026-06-03\|33.60\|-3.09\|34.40\|34.61\|33.23\|67654;2026-06-04\|32.62\|-2.92\|33.27\|33.49\|32.22\|52548;2026-06-05\|32.10\|-1.59\|32.80\|32.84\|31.13\|58265;2026-06-08\|30.49\|-5.02\|31.14\|31.93\|29.88\|52204;2026-06-09\|30.80\|1.02\|30.89\|31.29\|30.03\|44934;2026-06-10\|30.09\|-2.31\|30.42\|30.55\|29.23\|45381;2026-06-11\|29.33\|-2.53\|29.58\|29.88\|29.09\|40375;2026-06-12\|29.62\|0.99\|29.87\|30.11\|29.15\|57830;2026-06-15\|30.11\|1.65\|29.62\|30.60\|29.53\|55768;2026-06-16\|30.56\|1.49\|30.12\|30.99\|29.66\|53474;2026-06-17\|29.35\|-3.74\|30.51\|30.51\|29.20\|55581;2026-06-18\|29.26\|-0.31\|29.05\|29.48\|28.67\|45045;2026-06-22\|29.50\|0.82\|29.30\|29.75\|28.72\|57382;2026-06-23\|28.24\|-4.27\|29.27\|29.40\|28.10\|53644;2026-06-24\|27.54\|-2.48\|28.24\|28.39\|27.22\|44011;2026-06-25\|26.80\|-2.69\|27.35\|27.50\|26.62\|42043;2026-06-26\|25.97\|-3.10\|26.58\|27.22\|25.89\|42564;2026-06-29\|26.48\|1.96\|25.96\|27.00\|25.20\|53234;2026-06-30\|26.97\|1.85\|26.21\|27.13\|26.21\|44704;2026-07-01\|26.82\|-0.56\|27.01\|27.08\|25.72\|57182;2026-07-02\|26.18\|-2.39\|26.52\|27.22\|26.13\|40043;2026-07-03\|26.64\|1.76\|26.19\|27.06\|25.98\|42954;2026-07-06\|25.72\|-3.45\|26.64\|27.04\|25.71\|33263;2026-07-07\|24.91\|-3.15\|25.73\|25.87\|24.81\|32084;2026-07-08\|23.94\|-3.89\|24.80\|24.98\|23.93\|31381;2026-07-09\|23.93\|-0.04\|23.94\|24.15\|23.15\|34379;2026-07-10\|24.84\|3.80\|23.91\|25.55\|23.65\|55989;2026-07-13\|23.66\|-4.75\|25.00\|25.00\|23.57\|31100;2026-07-14\|23.68\|0.08\|23.79\|23.86\|23.06\|30544;2026-07-15\|23.59\|-0.38\|23.50\|24.16\|23.33\|24180;2026-07-16\|23.60\|0.04\|23.39\|24.12\|23.17\|32800;2026-07-17\|22.60\|-4.24\|23.45\|24.00\|22.53\|46317;2026-07-20\|22.60\|0.00\|22.76\|23.40\|22.03\|46452;2026-07-21\|22.76\|0.71\|22.36\|22.83\|21.83\|56511;2026-07-22\|22.88\|0.53\|22.76\|23.24\|22.48\|39232;2026-07-23\|23.60\|3.15\|22.66\|23.63\|22.59\|50789;2026-07-24\|22.67\|-3.94\|23.40\|23.99\|22.61\|42382
9186	特斯拉计划采购中国光伏设备	风电技改+绿电直连+资产注入+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2025年11月17日互动易，公司正推进贺兰山四五期、太阳山三四期等以大代小风电技改，技改后单机容量及发电效率将显著提升。 2、据2024年年报及2025年半年报，公司依托中铝集团千亿度高负荷，2024年已获18个分布式光伏项目21万千瓦批复，3个项目已并网发电。 3、据2025年4月9日保荐工作报告，控股股东宁夏能源承诺24个月内将陕西省地方电力定边能源49%股权及光伏资产按评估价注入公司，目前履行中。 4、据公司2024年报，公司最终控制人为国务院国资委，具备央企背景。	中铝集团旗下，新能源业务主要包括风力发电和太阳能光伏发电	2026-03-17\|7.29\|-0.41\|7.30\|7.59\|7.20\|581152;2026-03-18\|7.54\|3.43\|7.36\|7.77\|7.33\|634722;2026-03-19\|7.67\|1.72\|7.36\|7.88\|7.32\|851635;2026-03-20\|8.44\|10.04\|7.57\|8.44\|7.50\|1406275;2026-03-23\|8.72\|3.32\|8.27\|9.18\|8.11\|2082344;2026-03-24\|9.01\|3.33\|8.48\|9.30\|8.18\|1836549;2026-03-25\|8.84\|-1.89\|8.78\|9.44\|8.60\|1764697;2026-03-26\|8.28\|-6.33\|8.51\|8.66\|8.03\|1408174;2026-03-27\|7.93\|-4.23\|8.13\|8.26\|7.78\|986223;2026-03-30\|7.14\|-9.96\|7.88\|7.95\|7.14\|924899;2026-03-31\|6.80\|-4.76\|7.11\|7.19\|6.80\|825052;2026-04-01\|6.71\|-1.32\|6.87\|6.92\|6.65\|520927;2026-04-02\|6.49\|-3.28\|6.69\|6.77\|6.43\|522259;2026-04-03\|6.21\|-4.31\|6.49\|6.49\|6.18\|438454;2026-04-07\|6.27\|0.97\|6.20\|6.30\|6.14\|356302;2026-04-08\|6.38\|1.75\|6.36\|6.39\|6.30\|417121;2026-04-09\|6.22\|-2.51\|6.31\|6.32\|6.16\|353578;2026-04-10\|6.12\|-1.61\|6.26\|6.28\|6.12\|354896;2026-04-13\|6.39\|4.41\|6.13\|6.39\|6.13\|618054;2026-04-14\|6.35\|-0.63\|6.37\|6.49\|6.28\|403737;2026-04-15\|6.25\|-1.57\|6.40\|6.42\|6.21\|332918;2026-04-16\|6.30\|0.80\|6.23\|6.31\|6.18\|270721;2026-04-17\|6.39\|1.43\|6.29\|6.46\|6.27\|391546;2026-04-20\|6.53\|2.19\|6.38\|6.53\|6.35\|418539;2026-04-21\|6.63\|1.53\|6.54\|6.71\|6.32\|619236;2026-04-22\|6.68\|0.75\|6.55\|6.72\|6.51\|464829;2026-04-23\|7.03\|5.24\|6.68\|7.09\|6.68\|993019;2026-04-24\|6.62\|-5.83\|6.90\|6.94\|6.60\|647478;2026-04-27\|6.71\|1.36\|6.56\|6.76\|6.46\|431758;2026-04-28\|6.63\|-1.19\|6.64\|6.75\|6.53\|375669;2026-04-29\|6.68\|0.75\|6.57\|6.73\|6.50\|308934;2026-04-30\|6.47\|-3.14\|6.65\|6.67\|6.43\|361793;2026-05-06\|6.79\|4.95\|6.72\|6.92\|6.69\|517913;2026-05-07\|6.90\|1.62\|6.80\|6.92\|6.77\|431102;2026-05-08\|6.93\|0.43\|6.89\|7.16\|6.84\|472408;2026-05-11\|6.99\|0.87\|6.92\|7.05\|6.92\|398654;2026-05-12\|7.22\|3.29\|7.00\|7.57\|6.96\|919158;2026-05-13\|7.53\|4.29\|7.37\|7.72\|7.33\|1010520;2026-05-14\|7.12\|-5.44\|7.42\|7.69\|7.12\|827088;2026-05-15\|6.95\|-2.39\|7.14\|7.17\|6.87\|526471;2026-05-18\|7.11\|2.30\|6.84\|7.21\|6.84\|435200;2026-05-19\|7.29\|2.53\|7.08\|7.34\|6.89\|503414;2026-05-20\|6.72\|-7.82\|7.20\|7.22\|6.69\|533887;2026-05-21\|6.52\|-2.98\|6.66\|6.84\|6.50\|358798;2026-05-22\|6.50\|-0.31\|6.57\|6.60\|6.41\|298906;2026-05-25\|6.75\|3.85\|6.48\|6.90\|6.47\|391477;2026-05-26\|6.64\|-1.63\|6.66\|6.69\|6.46\|320712;2026-05-27\|6.70\|0.90\|6.59\|6.83\|6.51\|401017;2026-05-28\|6.97\|4.03\|6.65\|7.22\|6.64\|534278;2026-05-29\|7.15\|2.58\|6.89\|7.20\|6.86\|630519;2026-06-01\|7.44\|4.06\|7.14\|7.66\|6.77\|873546;2026-06-02\|7.16\|-3.76\|7.23\|7.30\|7.01\|612228;2026-06-03\|7.43\|3.77\|7.02\|7.46\|7.00\|749321;2026-06-04\|7.24\|-2.56\|7.35\|7.51\|7.21\|657521;2026-06-05\|6.75\|-6.77\|7.25\|7.45\|6.70\|644845;2026-06-08\|6.21\|-8.00\|6.48\|6.72\|6.19\|468375;2026-06-09\|6.20\|-0.16\|6.31\|6.37\|5.96\|309570;2026-06-10\|5.78\|-6.77\|6.09\|6.12\|5.74\|393816;2026-06-11\|5.83\|0.87\|5.73\|5.86\|5.65\|230870;2026-06-12\|5.86\|0.51\|5.82\|5.97\|5.71\|277528;2026-06-15\|5.92\|1.02\|5.86\|5.94\|5.81\|209089;2026-06-16\|5.83\|-1.52\|5.91\|5.98\|5.79\|247976;2026-06-17\|5.53\|-5.15\|5.80\|5.84\|5.51\|365009;2026-06-18\|5.27\|-4.70\|5.51\|5.53\|5.22\|348708;2026-06-22\|5.22\|-0.95\|5.23\|5.25\|5.05\|248420;2026-06-23\|5.16\|-1.15\|5.22\|5.29\|5.13\|194829;2026-06-24\|5.05\|-2.13\|5.18\|5.18\|4.95\|197143;2026-06-25\|4.88\|-3.37\|5.07\|5.07\|4.84\|195141;2026-06-26\|4.80\|-1.64\|4.90\|5.02\|4.80\|216327;2026-06-29\|4.79\|-0.21\|4.75\|4.83\|4.63\|171754;2026-06-30\|4.82\|0.63\|4.76\|4.86\|4.70\|139877;2026-07-01\|4.91\|1.87\|4.81\|4.97\|4.76\|192353;2026-07-02\|4.83\|-1.63\|4.90\|4.99\|4.81\|196087;2026-07-03\|4.91\|1.66\|4.81\|4.94\|4.79\|161842;2026-07-06\|4.83\|-1.63\|4.92\|4.98\|4.82\|159223;2026-07-07\|4.67\|-3.31\|4.83\|4.84\|4.64\|173623;2026-07-08\|4.62\|-1.07\|4.68\|4.69\|4.58\|113664;2026-07-09\|4.60\|-0.43\|4.58\|4.65\|4.50\|146121;2026-07-10\|4.70\|2.17\|4.58\|4.79\|4.53\|182755;2026-07-13\|4.59\|-2.34\|4.69\|4.73\|4.56\|139951;2026-07-14\|4.69\|2.18\|4.56\|4.70\|4.53\|130745;2026-07-15\|4.79\|2.13\|4.69\|4.84\|4.65\|159801;2026-07-16\|4.81\|0.42\|4.79\|4.85\|4.74\|134807;2026-07-17\|5.00\|3.95\|4.79\|5.00\|4.77\|452908;2026-07-20\|5.42\|8.40\|4.96\|5.50\|4.91\|666245;2026-07-21\|5.17\|-4.61\|5.26\|5.26\|4.94\|508597;2026-07-22\|5.38\|4.06\|5.06\|5.40\|5.06\|484448;2026-07-23\|5.92\|10.04\|5.25\|5.92\|5.17\|819782;2026-07-24\|5.56\|-6.08\|5.80\|6.23\|5.53\|946037
9185	特斯拉计划采购中国光伏设备	光伏储能+光纤概念+厦门国资行业原因： AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2025年8月29日半年报，公司确立“产品+光储系统+服务”一体化战略，光伏组件功率覆盖350W-715W，配套储能系统，深耕工商业、户用及集中式电站。 2、2025年8月29日半年报，公司主要线缆产品涵盖阻燃耐火软电缆、舰船用电缆、高铁及铁路信号线缆、新能源汽车及充电桩线缆、液冷电缆、数据通信线缆、海洋工程平台用电缆、光电复合缆、光纤预制棒及光纤等，可满足各类特定场景的专业化需求。 3、据2025年4月22日年报，公司最终控制人为厦门市人民政府国有资产监督管理委员会，2024年12月27日法院裁定重整计划执行完毕，债务风险化解，经营恢复稳定。	全球领先的组件供应商、光伏电站开发与EPC服务商	2026-03-17\|3.50\|2.04\|3.41\|3.64\|3.41\|1845739;2026-03-18\|3.52\|0.57\|3.52\|3.70\|3.45\|2117625;2026-03-19\|3.46\|-1.70\|3.45\|3.60\|3.42\|1843733;2026-03-20\|3.81\|10.12\|3.48\|3.81\|3.48\|2119220;2026-03-23\|4.19\|9.97\|4.19\|4.19\|4.19\|732896;2026-03-24\|4.61\|10.02\|4.61\|4.61\|4.61\|574293;2026-03-25\|5.07\|9.98\|4.83\|5.07\|4.67\|10974234;2026-03-26\|4.74\|-6.51\|4.81\|5.30\|4.64\|8995760;2026-03-27\|4.33\|-8.65\|4.53\|4.63\|4.27\|8545243;2026-03-30\|4.76\|9.93\|4.26\|4.76\|4.16\|8751013;2026-03-31\|4.94\|3.78\|4.80\|5.11\|4.54\|10074936;2026-04-01\|4.53\|-8.30\|4.74\|4.88\|4.47\|7388935;2026-04-02\|4.98\|9.93\|4.55\|4.98\|4.55\|7228391;2026-04-03\|5.03\|1.00\|4.85\|5.16\|4.67\|10271662;2026-04-07\|5.23\|3.98\|5.03\|5.43\|4.90\|8403440;2026-04-08\|5.03\|-3.82\|5.06\|5.23\|4.99\|7416002;2026-04-09\|4.76\|-5.37\|4.91\|4.95\|4.54\|7095704;2026-04-10\|4.40\|-7.56\|4.63\|4.67\|4.37\|5464135;2026-04-13\|4.45\|1.14\|4.39\|4.58\|4.18\|4320620;2026-04-14\|4.24\|-4.72\|4.41\|4.50\|4.18\|4421200;2026-04-15\|4.03\|-4.95\|4.16\|4.23\|4.02\|3980057;2026-04-16\|4.09\|1.49\|4.08\|4.15\|3.96\|3390271;2026-04-17\|3.98\|-2.69\|4.10\|4.22\|3.96\|3506307;2026-04-20\|4.38\|10.05\|4.03\|4.38\|4.03\|4832630;2026-04-21\|4.31\|-1.60\|4.51\|4.55\|4.26\|5811498;2026-04-22\|4.37\|1.39\|4.31\|4.48\|4.24\|4251903;2026-04-23\|4.20\|-3.89\|4.38\|4.51\|4.15\|3623734;2026-04-24\|4.12\|-1.90\|4.18\|4.33\|4.11\|2512374;2026-04-27\|4.16\|0.97\|4.11\|4.18\|3.99\|2342337;2026-04-28\|4.33\|4.09\|4.23\|4.44\|4.23\|3683920;2026-04-29\|4.51\|4.16\|4.26\|4.76\|4.23\|5463420;2026-04-30\|4.29\|-4.88\|4.47\|4.54\|4.27\|3560669;2026-05-06\|4.60\|7.23\|4.37\|4.68\|4.33\|4981558;2026-05-07\|4.67\|1.52\|4.72\|4.75\|4.58\|4204780;2026-05-08\|4.61\|-1.28\|4.71\|4.82\|4.58\|3106856;2026-05-11\|4.56\|-1.08\|4.64\|4.69\|4.52\|2643438;2026-05-12\|4.68\|2.63\|4.57\|4.73\|4.48\|4727501;2026-05-13\|4.70\|0.43\|4.60\|4.80\|4.56\|4398306;2026-05-14\|5.17\|10.00\|5.17\|5.17\|5.17\|1193124;2026-05-15\|4.65\|-10.06\|5.34\|5.34\|4.65\|7087979;2026-05-18\|4.31\|-7.31\|4.44\|4.52\|4.23\|4444842;2026-05-19\|4.22\|-2.09\|4.27\|4.34\|4.16\|2639432;2026-05-20\|4.01\|-4.98\|4.20\|4.21\|3.96\|2729242;2026-05-21\|3.77\|-5.99\|4.02\|4.05\|3.72\|2915101;2026-05-22\|3.83\|1.59\|3.77\|3.84\|3.71\|1764165;2026-05-25\|3.73\|-2.61\|3.83\|3.87\|3.69\|1928782;2026-05-26\|3.59\|-3.75\|3.68\|3.68\|3.51\|1835011;2026-05-27\|3.54\|-1.39\|3.56\|3.67\|3.49\|1483004;2026-05-28\|3.63\|2.54\|3.52\|3.64\|3.49\|1685031;2026-05-29\|3.54\|-2.48\|3.61\|3.62\|3.49\|1787897;2026-06-01\|3.61\|1.98\|3.53\|3.65\|3.49\|1429883;2026-06-02\|3.51\|-2.77\|3.60\|3.60\|3.40\|1577653;2026-06-03\|3.55\|1.14\|3.51\|3.60\|3.46\|1540389;2026-06-04\|3.47\|-2.25\|3.49\|3.55\|3.44\|1259418;2026-06-05\|3.44\|-0.86\|3.47\|3.54\|3.36\|1579437;2026-06-08\|3.31\|-3.78\|3.36\|3.43\|3.27\|1371049;2026-06-09\|3.36\|1.51\|3.35\|3.37\|3.27\|1129785;2026-06-10\|3.22\|-4.17\|3.33\|3.34\|3.16\|1456510;2026-06-11\|3.16\|-1.86\|3.17\|3.22\|3.13\|1047652;2026-06-12\|3.16\|0.00\|3.20\|3.24\|3.13\|1202741;2026-06-15\|3.23\|2.22\|3.20\|3.25\|3.18\|970608;2026-06-16\|3.31\|2.48\|3.23\|3.33\|3.19\|1292198;2026-06-17\|3.19\|-3.63\|3.29\|3.33\|3.16\|1390913;2026-06-18\|3.06\|-4.08\|3.17\|3.18\|3.06\|1259105;2026-06-22\|3.12\|1.96\|3.03\|3.13\|2.96\|1611303;2026-06-23\|3.03\|-2.88\|3.07\|3.12\|3.02\|990109;2026-06-24\|2.97\|-1.98\|3.01\|3.03\|2.92\|1083188;2026-06-25\|2.88\|-3.03\|2.98\|2.98\|2.87\|1153027;2026-06-26\|2.78\|-3.47\|2.87\|2.94\|2.78\|1281761;2026-06-29\|2.74\|-1.44\|2.76\|2.81\|2.68\|1151781;2026-06-30\|2.76\|0.73\|2.74\|2.79\|2.69\|1013780;2026-07-01\|2.78\|0.72\|2.74\|2.82\|2.69\|1091993;2026-07-02\|2.77\|-0.36\|2.76\|2.91\|2.75\|1355168;2026-07-03\|2.77\|0.00\|2.80\|2.80\|2.73\|1036627;2026-07-06\|2.64\|-4.69\|2.77\|2.80\|2.63\|1224659;2026-07-07\|2.56\|-3.03\|2.64\|2.65\|2.54\|1008764;2026-07-08\|2.48\|-3.12\|2.54\|2.56\|2.47\|1020892;2026-07-09\|2.50\|0.81\|2.46\|2.51\|2.39\|975078;2026-07-10\|2.58\|3.20\|2.50\|2.63\|2.45\|1185231;2026-07-13\|2.41\|-6.59\|2.56\|2.60\|2.39\|1168675;2026-07-14\|2.49\|3.32\|2.39\|2.49\|2.35\|1076565;2026-07-15\|2.74\|10.04\|2.70\|2.74\|2.70\|441551;2026-07-16\|2.93\|6.93\|2.82\|2.98\|2.66\|4322728;2026-07-17\|2.64\|-9.90\|2.81\|2.85\|2.64\|2836639;2026-07-20\|2.81\|6.44\|2.67\|2.90\|2.64\|3166166;2026-07-21\|2.76\|-1.78\|2.78\|2.80\|2.64\|2704296;2026-07-22\|2.77\|0.36\|2.73\|2.80\|2.67\|1802944;2026-07-23\|2.93\|5.78\|2.73\|2.93\|2.71\|2992706;2026-07-24\|2.78\|-5.12\|2.84\|2.95\|2.77\|2458808
9184	特斯拉计划采购中国光伏设备	盐湖提锂+业绩预增+光伏+精细化工行业原因： 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3月17日公告，公司拟以所持青海锦泰钾肥15%股权再认购其3.375%股权，完成后合计持股18.375%，切入盐湖锂资源赛道。 2、据2026年3月11日业绩快报，2025年营收49,657.42万元、同比增43.4%，归母净利4,253.86万元实现扭亏，主因“精细化工+新能源”双主业协同发力。 3、据2025年4月18日年报，公司运营10座光伏电站，累计并网131.82MW，2024年发电量1.31亿kWh，全部售予国家电网。	公司拟收购优得新能源70%股权，标的是光伏电站运维国家标准规范起草单位，已在全国设立超100个县市级运维中心，服务网络覆盖华东、华南等高电价区域，历史运维电站规模超2000座	2026-03-17\|4.27\|10.05\|3.88\|4.27\|3.88\|2214855;2026-03-18\|4.19\|-1.87\|4.35\|4.43\|4.11\|3792734;2026-03-19\|4.08\|-2.63\|4.19\|4.31\|4.04\|2802360;2026-03-20\|4.49\|10.05\|4.08\|4.49\|4.06\|2770646;2026-03-23\|4.53\|0.89\|4.70\|4.80\|4.34\|5902002;2026-03-24\|4.87\|7.51\|4.44\|4.88\|4.24\|4963998;2026-03-25\|4.76\|-2.26\|4.68\|5.04\|4.58\|4596947;2026-03-26\|4.39\|-7.77\|4.63\|4.68\|4.39\|3014777;2026-03-27\|4.35\|-0.91\|4.20\|4.44\|4.14\|2331622;2026-03-30\|4.21\|-3.22\|4.43\|4.56\|4.05\|2170464;2026-03-31\|3.96\|-5.94\|4.15\|4.31\|3.94\|2093891;2026-04-01\|4.02\|1.52\|4.04\|4.07\|3.96\|1314737;2026-04-02\|3.74\|-6.97\|3.95\|3.99\|3.71\|1831970;2026-04-03\|3.77\|0.80\|3.72\|3.79\|3.58\|1532542;2026-04-07\|3.78\|0.27\|3.77\|3.79\|3.66\|812506;2026-04-08\|3.86\|2.12\|3.81\|3.88\|3.80\|1216045;2026-04-09\|3.79\|-1.81\|3.82\|3.82\|3.75\|880478;2026-04-10\|3.87\|2.11\|3.79\|3.90\|3.73\|1363660;2026-04-13\|3.96\|2.33\|3.85\|4.02\|3.82\|1346748;2026-04-14\|4.23\|6.82\|3.99\|4.29\|3.97\|2266075;2026-04-15\|4.14\|-2.13\|4.26\|4.26\|4.08\|1723298;2026-04-16\|4.15\|0.24\|4.14\|4.18\|4.06\|903646;2026-04-17\|4.11\|-0.96\|4.13\|4.19\|4.08\|817219;2026-04-20\|4.24\|3.16\|4.12\|4.24\|4.12\|1175423;2026-04-21\|4.10\|-3.30\|4.20\|4.22\|4.01\|1204545;2026-04-22\|4.51\|10.00\|4.21\|4.51\|4.13\|2560662;2026-04-23\|4.46\|-1.11\|4.51\|4.55\|4.36\|2521041;2026-04-24\|4.45\|-0.22\|4.45\|4.59\|4.38\|1911864;2026-04-27\|4.53\|1.80\|4.47\|4.65\|4.44\|1676937;2026-04-28\|4.50\|-0.66\|4.45\|4.55\|4.37\|1616582;2026-04-29\|4.57\|1.56\|4.50\|4.66\|4.47\|1837602;2026-04-30\|4.59\|0.44\|4.53\|4.61\|4.46\|1430871;2026-05-06\|4.67\|1.74\|4.62\|4.75\|4.57\|1879576;2026-05-07\|4.80\|2.78\|4.65\|4.81\|4.62\|2440660;2026-05-08\|5.28\|10.00\|4.75\|5.28\|4.70\|2492838;2026-05-11\|5.52\|4.55\|5.53\|5.75\|5.22\|5094332;2026-05-12\|5.26\|-4.71\|5.49\|5.50\|5.16\|2931693;2026-05-13\|5.22\|-0.76\|5.21\|5.40\|5.18\|2396103;2026-05-14\|4.85\|-7.09\|5.23\|5.27\|4.85\|2583129;2026-05-15\|4.85\|0.00\|4.82\|4.88\|4.67\|1641343;2026-05-18\|4.91\|1.24\|4.85\|4.94\|4.80\|1125978;2026-05-19\|4.95\|0.81\|4.86\|5.00\|4.73\|1291231;2026-05-20\|4.77\|-3.64\|4.98\|4.98\|4.71\|1192797;2026-05-21\|4.49\|-5.87\|4.73\|4.79\|4.47\|1466588;2026-05-22\|4.58\|2.00\|4.50\|4.62\|4.44\|822091;2026-05-25\|4.60\|0.44\|4.59\|4.70\|4.55\|806609;2026-05-26\|4.42\|-3.91\|4.56\|4.56\|4.36\|846629;2026-05-27\|4.28\|-3.17\|4.39\|4.50\|4.26\|770054;2026-05-28\|4.42\|3.27\|4.27\|4.51\|4.24\|1027730;2026-05-29\|4.45\|0.68\|4.43\|4.58\|4.36\|1053844;2026-06-01\|4.72\|6.07\|4.46\|4.73\|4.45\|1596266;2026-06-02\|4.61\|-2.33\|4.64\|4.65\|4.47\|1134294;2026-06-03\|4.56\|-1.08\|4.64\|4.65\|4.51\|715988;2026-06-04\|4.41\|-3.29\|4.51\|4.67\|4.40\|809575;2026-06-05\|4.12\|-6.58\|4.36\|4.45\|4.09\|1163437;2026-06-08\|3.89\|-5.58\|3.97\|4.11\|3.86\|803370;2026-06-09\|3.97\|2.06\|3.94\|3.97\|3.85\|516793;2026-06-10\|4.37\|10.08\|3.94\|4.37\|3.90\|585759;2026-06-11\|4.20\|-3.89\|4.37\|4.55\|4.15\|1244274;2026-06-12\|4.16\|-0.95\|4.20\|4.28\|4.11\|765525;2026-06-15\|4.19\|0.72\|4.13\|4.25\|4.13\|648960;2026-06-16\|4.21\|0.48\|4.19\|4.23\|4.07\|748975;2026-06-17\|4.16\|-1.19\|4.19\|4.20\|4.08\|662429;2026-06-18\|4.02\|-3.37\|4.16\|4.19\|3.98\|703395;2026-06-22\|4.02\|0.00\|3.98\|4.09\|3.95\|635032;2026-06-23\|4.03\|0.25\|3.99\|4.14\|3.96\|695113;2026-06-24\|3.91\|-2.98\|4.00\|4.00\|3.77\|848127;2026-06-25\|3.81\|-2.56\|3.89\|4.01\|3.79\|617181;2026-06-26\|3.70\|-2.89\|3.81\|3.84\|3.70\|590387;2026-06-29\|3.61\|-2.43\|3.68\|3.78\|3.59\|594379;2026-06-30\|3.63\|0.55\|3.61\|3.68\|3.53\|569273;2026-07-01\|3.73\|2.75\|3.62\|3.88\|3.59\|679180;2026-07-02\|3.61\|-3.22\|3.76\|3.80\|3.60\|620923;2026-07-03\|3.52\|-2.49\|3.59\|3.63\|3.52\|507844;2026-07-06\|3.56\|1.14\|3.53\|3.73\|3.48\|706336;2026-07-07\|3.51\|-1.40\|3.53\|3.59\|3.44\|549781;2026-07-08\|3.38\|-3.70\|3.50\|3.50\|3.36\|521437;2026-07-09\|3.34\|-1.18\|3.38\|3.41\|3.25\|479782;2026-07-10\|3.44\|2.99\|3.31\|3.57\|3.31\|795358;2026-07-13\|3.24\|-5.81\|3.44\|3.44\|3.22\|544132;2026-07-14\|3.26\|0.62\|3.24\|3.28\|3.18\|368788;2026-07-15\|3.23\|-0.92\|3.26\|3.35\|3.21\|560567;2026-07-16\|3.23\|0.00\|3.23\|3.31\|3.18\|503199;2026-07-17\|3.11\|-3.72\|3.20\|3.26\|3.07\|628115;2026-07-20\|3.15\|1.29\|3.16\|3.23\|3.08\|639414;2026-07-21\|3.13\|-0.63\|3.12\|3.15\|2.90\|780936;2026-07-22\|3.20\|2.24\|3.12\|3.33\|3.08\|997055;2026-07-23\|3.39\|5.94\|3.15\|3.40\|3.14\|1259231;2026-07-24\|3.17\|-6.49\|3.32\|3.35\|3.17\|808380
9183	特斯拉计划采购中国光伏设备	风光电站+重大资产重组+限售股解禁+北京国资行业原因： 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日公告，公司100,000,000股限售股份于2026年5月13日上市流通，占公司总股本的1.67%。 2、据2026年4月14日重大资产购买报告书草案修订稿，公司拟通过东方新能北京企业管理中心现金收购北京电投瑞享新能源发展有限公司80%股权及海城锐海新能风力发电有限公司100%股权，标的资产合计持有815.85MW新能源电站。 3、据2026年3月5日法律意见书，公司控股股东为北京朝阳国有资本运营管理有限公司，最终控制人为北京市朝阳区国资委。	公司拟收购北京电投瑞享80%股权及海城锐海新能风力发电100%股权，标的资产合计装机规模显著，将直接扩大公司风光电站资产规模
9182	特斯拉计划采购中国光伏设备	固态电池+光伏+一季报增长行业原因： 1、据5月26日工信微报消息，《光伏组件安全要求》和《光伏组件铭牌标识要求》两项强制性国家标准，于2026年5月25日正式发布，将对规范光伏行业竞争秩序、推动产业升级发展起到重要作用。 2、储能板块活跃，光伏板块随之走强。公司原因： 1、据2026年5月27日异动公告，此前公司二级控股子公司安徽国晟新能源拟以2.3亿元增资铁岭环球，投建固态电池产业链智能制造项目。 2、据2026年5月27日公告，公司主营业务为光伏和生态园林双主业，光伏业务包括异质结、TOPCON等电池/组件的生产与销售。 3、据2026年4月30日公告，公司2026年一季度实现营收1.20亿元，同比增长25.02%；归母净利润-3483.52万元，亏损同比缩小16.93%。	全球前三大异质结产品制造商；消息称公司近期成功为某商业航天公司6U立方卫星提供HJT光伏系统，单星输出功率15W，较砷化镓方案效率提升18%、重量减轻25%，且已稳定运行超1年	2026-03-17\|24.79\|9.98\|23.20\|24.79\|23.00\|1571053;2026-03-18\|22.71\|-8.39\|24.69\|25.21\|22.48\|1383490;2026-03-19\|22.01\|-3.08\|23.00\|24.25\|21.85\|1322632;2026-03-20\|24.21\|10.00\|22.42\|24.21\|21.25\|1505737;2026-03-23\|24.65\|1.82\|24.16\|25.70\|23.79\|1437603;2026-03-24\|24.71\|0.24\|25.00\|25.30\|23.20\|1101170;2026-03-25\|24.54\|-0.69\|24.56\|25.84\|24.28\|1006217;2026-03-26\|22.09\|-9.98\|24.30\|24.30\|22.09\|1063440;2026-03-27\|23.00\|4.12\|21.68\|23.76\|20.99\|966288;2026-03-30\|25.30\|10.00\|23.00\|25.30\|22.99\|1086887;2026-03-31\|25.00\|-1.19\|26.00\|26.63\|25.00\|1194150;2026-04-01\|27.50\|10.00\|25.48\|27.50\|24.77\|1121190;2026-04-02\|29.16\|6.04\|27.99\|30.00\|27.30\|1541101;2026-04-03\|28.68\|-1.65\|29.15\|30.97\|27.06\|1434204;2026-04-07\|31.55\|10.01\|28.68\|31.55\|28.68\|969817;2026-04-08\|32.03\|1.52\|31.53\|32.68\|30.00\|1430450;2026-04-09\|32.84\|2.53\|32.00\|34.27\|31.11\|1426749;2026-04-10\|31.24\|-4.87\|33.00\|33.19\|30.40\|1167588;2026-04-13\|33.10\|5.95\|31.50\|34.19\|31.49\|1257364;2026-04-14\|29.79\|-10.00\|29.79\|29.79\|29.79\|104425;2026-04-15\|26.81\|-10.00\|26.81\|26.81\|26.81\|46543;2026-04-16\|26.40\|-1.53\|24.13\|28.47\|24.13\|1754836;2026-04-17\|24.25\|-8.14\|24.80\|25.27\|24.10\|1294691;2026-04-20\|26.68\|10.02\|24.82\|26.68\|24.82\|868160;2026-04-21\|29.00\|8.70\|27.94\|29.35\|27.60\|1198322;2026-04-22\|26.10\|-10.00\|26.10\|27.19\|26.10\|1075729;2026-04-23\|26.54\|1.69\|26.80\|27.10\|25.27\|998418;2026-04-24\|26.53\|-0.04\|26.18\|27.68\|25.60\|788610;2026-04-27\|26.36\|-0.64\|27.00\|27.33\|26.06\|577011;2026-04-28\|25.27\|-4.14\|26.21\|26.65\|25.02\|539291;2026-04-29\|27.37\|8.31\|25.00\|27.65\|25.00\|713465;2026-04-30\|26.60\|-2.81\|26.60\|27.30\|26.31\|558408;2026-05-06\|27.91\|4.92\|26.51\|28.00\|26.50\|582779;2026-05-07\|25.91\|-7.17\|28.16\|29.46\|25.12\|1161079;2026-05-08\|26.99\|4.17\|25.89\|27.00\|24.65\|780841;2026-05-11\|24.29\|-10.00\|25.05\|26.15\|24.29\|1034458;2026-05-12\|24.89\|2.47\|24.10\|25.38\|21.86\|1061725;2026-05-13\|24.14\|-3.01\|24.90\|24.90\|24.01\|622983;2026-05-14\|22.53\|-6.67\|23.36\|23.90\|22.51\|513962;2026-05-15\|21.82\|-3.15\|21.94\|23.00\|21.00\|547789;2026-05-18\|22.46\|2.93\|21.60\|22.79\|21.40\|374884;2026-05-19\|23.78\|5.88\|23.48\|23.79\|22.80\|438757;2026-05-20\|24.91\|4.75\|24.00\|25.00\|24.00\|572582;2026-05-21\|23.79\|-4.50\|24.38\|24.68\|23.00\|530017;2026-05-22\|23.89\|0.42\|23.00\|23.98\|22.31\|443862;2026-05-25\|21.50\|-10.00\|22.19\|22.68\|21.50\|449662;2026-05-26\|19.35\|-10.00\|19.38\|20.60\|19.35\|658994;2026-05-27\|18.93\|-2.17\|19.38\|19.98\|18.03\|714018;2026-05-28\|17.10\|-9.67\|18.60\|18.65\|17.08\|682875;2026-05-29\|16.72\|-2.22\|17.43\|17.65\|16.61\|527373;2026-06-01\|18.39\|9.99\|16.51\|18.39\|16.51\|639594;2026-06-02\|18.28\|-0.60\|17.94\|19.80\|17.82\|720991;2026-06-03\|18.52\|1.31\|18.28\|19.13\|17.18\|582891;2026-06-04\|18.08\|-2.38\|18.85\|19.13\|18.00\|464013;2026-06-05\|17.23\|-4.70\|18.08\|18.46\|17.20\|462954;2026-06-08\|18.95\|9.98\|18.90\|18.95\|18.03\|406691;2026-06-09\|19.99\|5.49\|19.56\|20.30\|19.01\|916022;2026-06-10\|20.40\|2.05\|19.99\|20.86\|19.60\|878974;2026-06-11\|19.80\|-2.94\|20.81\|21.80\|19.20\|890126;2026-06-12\|18.24\|-7.88\|19.50\|19.70\|18.20\|743229;2026-06-15\|17.82\|-2.30\|18.60\|18.84\|17.30\|719401;2026-06-16\|16.04\|-9.99\|16.54\|16.84\|16.04\|812373;2026-06-17\|16.64\|3.74\|15.86\|16.99\|15.50\|872591;2026-06-18\|14.98\|-9.98\|16.28\|16.34\|14.98\|829732;2026-06-22\|14.49\|-3.27\|14.32\|15.01\|14.08\|837262;2026-06-23\|13.79\|-4.83\|14.68\|15.37\|13.77\|902428;2026-06-24\|13.47\|-2.32\|14.14\|14.20\|12.88\|919199;2026-06-25\|13.17\|-2.23\|13.34\|13.68\|12.97\|656955;2026-06-26\|12.33\|-6.38\|13.30\|13.36\|12.30\|673346;2026-06-29\|12.10\|-1.87\|12.56\|12.60\|11.67\|659056;2026-06-30\|12.30\|1.65\|12.11\|12.87\|12.11\|549299;2026-07-01\|11.72\|-4.72\|12.30\|12.38\|11.72\|615469;2026-07-02\|12.89\|9.98\|11.77\|12.89\|11.66\|409582;2026-07-03\|11.62\|-9.85\|12.98\|13.30\|11.60\|674794;2026-07-06\|10.46\|-9.98\|11.53\|11.68\|10.46\|711010;2026-07-07\|10.95\|4.68\|10.40\|11.30\|9.98\|1428961;2026-07-08\|10.92\|-0.27\|10.41\|11.50\|10.10\|1279057;2026-07-09\|11.02\|0.92\|11.11\|11.66\|10.68\|903878;2026-07-10\|11.32\|2.72\|11.01\|11.86\|10.82\|948307;2026-07-13\|10.19\|-9.98\|11.10\|11.30\|10.19\|624014;2026-07-14\|10.05\|-1.37\|10.00\|10.23\|9.77\|585029;2026-07-15\|9.83\|-2.19\|10.20\|10.75\|9.78\|588967;2026-07-16\|9.80\|-0.31\|9.59\|10.11\|9.54\|551468;2026-07-17\|8.85\|-9.69\|9.80\|9.80\|8.82\|605290;2026-07-20\|8.40\|-5.08\|8.95\|9.74\|8.21\|1105737;2026-07-21\|8.57\|2.02\|8.42\|8.60\|7.56\|909199;2026-07-22\|8.45\|-1.40\|8.32\|8.68\|8.32\|520100;2026-07-23\|8.84\|4.62\|8.36\|9.07\|8.36\|583918;2026-07-24\|8.46\|-4.30\|8.59\|8.95\|8.45\|414043
9181	特斯拉计划采购中国光伏设备	光伏逆变器+北美市占率+储能Tier1 行业原因： 5月26日，工信微报消息，工业和信息化部组织制定的《光伏组件安全要求》和《光伏组件铭牌标识要求》两项强制性国家标准，于2026年5月25日正式发布，将对规范光伏行业竞争秩序、推动产业升级发展起到重要作用。公司原因： 1、据2026年4月14日年报，公司在北美市场连续多年保持三相组串逆变器出货量第一，2024年市占率达42%；在韩国市场占有率38.5%，连续4年保持第一。 2、据2026年4月14日年报，公司储能系统推出全球首款通过CSA C800及UL 9540A测试的125kW/261kWh工商业储能柜，并推出1.6MW/3.34MWh交直流一体机，实现工厂预装、即连即用。 3、据2025年半年度报告及2026年4月13日投资者关系记录，公司连续稳居彭博新能源财经2025年全球光伏逆变器制造商及一级储能系统集成商Tier 1榜单；2025年营收40.65亿元，同比增长20.60%，主要系光伏逆变器及储能系统业务增长所致。	公司控股子公司正泰电源长期专注于储能变换器及系统集成的研发、生产、销售及服务，为家庭、工商业及地面电站等提供全场景的光伏与储能系统解决方案，且公司拟募资用于光储逆变器以及储能系统制造项目
9056	其它归类	燃气轮机+储能+业绩增长+央企行业原因：据财闻4月15日报道，AI缺电叙事强化，全球电网升级需求陡增，国内“十五五”电网投资四万亿提升需求确定性。公司原因： 1、据2026年4月1日公告，2025年公司实现营业总收入786.15亿元，同比增长12.80%；归母净利润38.31亿元，同比增长31.11%。 2、据中信建投2026年3月4日研报，公司G50重型燃机已出口哈萨克斯坦3台。 3、据2025年11月11日互动易，公司具备电化学、氢储、全钒液流等多种新型储能技术，可提供系统集成及核心设备成套。 4、据2026年4月1日公告，公司控股股东为中国东方电气集团，最终控制人为国务院国资委。	1、公司是国内自主重型燃机龙头，自主研制出国内首台 F 级 50 兆瓦 G50 重型燃机并实现商业化运行，同时与三菱重工合资生产 M701J/F 级等高端机型，覆盖从 15 兆瓦到 500 兆瓦全谱系，具备研产运维全链条能力； 2、公司承担国际热核聚变实验堆（ITER）包层屏蔽模块、磁体支撑系统等关键设备制造，还为中国环流器二号 M（HL-2M）装置制造主机磁体线圈中心柱，并参与了多个国内核聚变相关项目，在核聚变领域技术积累深厚	2026-03-17\|37.60\|-2.92\|39.01\|39.33\|37.46\|916238;2026-03-18\|40.17\|6.84\|38.00\|40.65\|37.22\|1345095;2026-03-19\|38.50\|-4.16\|38.60\|39.63\|38.02\|1055431;2026-03-20\|36.90\|-4.16\|39.28\|40.32\|36.40\|1471618;2026-03-23\|35.62\|-3.47\|36.44\|36.85\|35.22\|1025484;2026-03-24\|37.13\|4.24\|36.66\|37.90\|36.11\|1066660;2026-03-25\|37.83\|1.89\|38.94\|39.38\|37.58\|1021335;2026-03-26\|36.69\|-3.01\|37.82\|37.83\|36.50\|603022;2026-03-27\|36.14\|-1.50\|36.28\|37.00\|35.63\|561350;2026-03-30\|35.79\|-0.97\|35.76\|36.19\|34.83\|576704;2026-03-31\|35.05\|-2.07\|35.89\|36.60\|34.89\|549667;2026-04-01\|38.28\|9.22\|36.79\|38.56\|36.55\|1584566;2026-04-02\|37.31\|-2.53\|37.71\|38.60\|37.18\|854880;2026-04-03\|36.86\|-1.21\|37.60\|37.79\|36.56\|486318;2026-04-07\|34.82\|-5.53\|36.56\|36.86\|34.75\|786432;2026-04-08\|38.30\|9.99\|36.74\|38.30\|36.74\|1181470;2026-04-09\|38.31\|0.03\|37.90\|38.98\|37.35\|1063592;2026-04-10\|39.51\|3.13\|39.16\|40.38\|38.60\|1235581;2026-04-13\|39.72\|0.53\|38.96\|40.20\|38.60\|849619;2026-04-14\|38.93\|-1.99\|40.50\|40.61\|37.82\|1102851;2026-04-15\|38.22\|-1.82\|38.93\|39.36\|38.02\|739982;2026-04-16\|42.04\|9.99\|38.87\|42.04\|38.87\|1521451;2026-04-17\|41.72\|-0.76\|42.50\|42.98\|41.00\|1159557;2026-04-20\|42.51\|1.89\|41.36\|42.99\|40.96\|1034741;2026-04-21\|42.01\|-1.18\|42.13\|42.96\|41.78\|618892;2026-04-22\|42.21\|0.48\|41.90\|42.28\|40.61\|855406;2026-04-23\|43.82\|3.81\|43.98\|45.25\|42.61\|1402000;2026-04-24\|41.47\|-5.36\|44.05\|44.20\|41.11\|949361;2026-04-27\|40.35\|-2.70\|41.48\|41.80\|39.79\|747341;2026-04-28\|39.54\|-2.01\|39.98\|40.75\|39.36\|554533;2026-04-29\|39.96\|1.06\|39.40\|40.17\|38.57\|614873;2026-04-30\|39.01\|-2.38\|40.65\|40.79\|38.18\|911475;2026-05-06\|40.64\|4.18\|39.65\|41.20\|39.54\|1061993;2026-05-07\|40.12\|-1.28\|41.04\|41.50\|39.70\|795272;2026-05-08\|37.72\|-5.98\|39.40\|39.50\|37.50\|1301394;2026-05-11\|38.06\|0.90\|37.72\|38.95\|37.65\|913115;2026-05-12\|38.50\|1.16\|38.15\|39.37\|37.36\|909240;2026-05-13\|40.85\|6.10\|38.77\|41.30\|38.06\|1438757;2026-05-14\|38.48\|-5.80\|41.15\|41.17\|38.45\|1079444;2026-05-15\|39.07\|1.53\|38.88\|40.15\|37.00\|1025587;2026-05-18\|39.97\|2.30\|38.36\|41.14\|38.10\|1032244;2026-05-19\|38.99\|-2.45\|39.94\|39.94\|37.90\|742336;2026-05-20\|37.21\|-4.57\|38.67\|38.69\|36.67\|951348;2026-05-21\|36.12\|-2.93\|37.58\|37.65\|36.00\|694064;2026-05-22\|36.05\|-0.19\|36.04\|36.47\|35.60\|574160;2026-05-25\|37.02\|2.69\|36.50\|37.05\|35.55\|643747;2026-05-26\|35.69\|-3.59\|36.50\|36.53\|35.20\|486968;2026-05-27\|36.05\|1.01\|35.59\|36.96\|35.50\|592101;2026-05-28\|36.92\|2.41\|36.00\|37.25\|35.34\|641059;2026-05-29\|35.23\|-4.58\|36.86\|36.86\|35.00\|593522;2026-06-01\|35.30\|0.20\|35.08\|36.33\|34.36\|511328;2026-06-02\|33.07\|-6.32\|35.07\|35.09\|32.02\|961847;2026-06-03\|33.41\|1.03\|32.72\|33.97\|32.55\|643251;2026-06-04\|33.83\|1.26\|33.00\|34.28\|32.80\|626725;2026-06-05\|32.88\|-2.81\|34.35\|34.52\|32.72\|568041;2026-06-08\|31.03\|-5.63\|31.66\|32.40\|30.58\|748614;2026-06-09\|31.80\|2.48\|31.63\|31.86\|30.81\|511881;2026-06-10\|30.12\|-5.28\|31.48\|31.55\|29.89\|739060;2026-06-11\|29.49\|-2.09\|29.40\|30.00\|29.06\|652404;2026-06-12\|30.30\|2.75\|30.00\|31.23\|30.00\|728228;2026-06-15\|31.25\|3.14\|30.91\|31.30\|30.48\|587148;2026-06-16\|31.07\|-0.58\|31.26\|31.54\|30.75\|509017;2026-06-17\|31.71\|2.06\|31.08\|32.44\|31.01\|652947;2026-06-18\|32.56\|2.68\|31.72\|33.99\|31.72\|917242;2026-06-22\|33.03\|1.44\|32.58\|33.03\|31.69\|800731;2026-06-23\|30.84\|-6.63\|32.54\|32.66\|30.80\|743584;2026-06-24\|30.38\|-1.49\|30.48\|30.90\|30.08\|620615;2026-06-25\|30.13\|-0.82\|30.26\|30.83\|29.83\|685675;2026-06-26\|28.47\|-5.51\|30.36\|30.64\|28.40\|664707;2026-06-29\|28.97\|1.76\|28.79\|29.58\|28.53\|541668;2026-06-30\|28.77\|-0.69\|28.80\|29.09\|28.23\|586326;2026-07-01\|28.90\|0.45\|28.82\|30.20\|28.71\|675176;2026-07-02\|27.91\|-3.43\|28.50\|28.85\|27.86\|548862;2026-07-03\|28.89\|3.51\|27.88\|29.33\|27.81\|627938;2026-07-06\|29.77\|3.05\|29.29\|30.89\|29.10\|895167;2026-07-07\|28.40\|-4.60\|29.82\|30.07\|28.29\|585826;2026-07-08\|27.71\|-2.43\|28.28\|28.67\|27.68\|414478;2026-07-09\|27.87\|0.58\|27.72\|28.06\|26.75\|506317;2026-07-10\|28.14\|0.97\|28.25\|29.33\|28.04\|560597;2026-07-13\|26.90\|-4.41\|28.15\|28.42\|26.81\|477791;2026-07-14\|27.38\|1.78\|26.65\|27.38\|25.85\|537950;2026-07-15\|26.45\|-3.40\|27.11\|27.21\|26.36\|366773;2026-07-16\|25.82\|-2.38\|26.23\|26.68\|25.70\|428934;2026-07-17\|24.87\|-3.68\|25.82\|25.96\|24.60\|440678;2026-07-20\|25.19\|1.29\|25.00\|25.79\|24.60\|510938;2026-07-21\|26.18\|3.93\|25.38\|26.47\|24.88\|567531;2026-07-22\|26.14\|-0.15\|26.15\|26.71\|25.84\|443619;2026-07-23\|27.75\|6.16\|26.87\|27.80\|26.61\|859508;2026-07-24\|25.58\|-6.03\|26.65\|26.70\|25.53\|535142
9055	其它归类	涨停揭秘：子公司奥福氢能完成多种燃料重整制氢技术开发，300W SOFC系统实现丙烷燃料氢重整器小批量销售，氢能商用进程加速；涨停缘由：甲醇、丙烷、天然气重整制氢技术已开发完成；300W SOFC系统配套氢重整器进入小批量销售阶段；国家氢能中长期规划支持加氢站与分布式能源建设；资金逻辑：资金聚焦氢能设备端稀缺标的，连续三周涨停显示主线资金持续加仓，融资余额单周增长12.6%；风险提示：SOFC系统尚处产业化初期，下游应用场景有限，技术迭代与成本下降进度存在不确定性	子公司奥福氢能已完成甲醇、丙烷、天然气重整制氢技术开发，300W SOFC系统实现丙烷燃料氢重整器与燃烧器的小批量销售	2026-03-17\|24.50\|-3.54\|25.23\|25.79\|24.36\|38443;2026-03-18\|27.01\|10.24\|24.94\|27.58\|24.11\|64258;2026-03-19\|30.80\|14.03\|27.50\|32.27\|27.42\|113553;2026-03-20\|26.90\|-12.66\|30.76\|30.84\|26.77\|86686;2026-03-23\|24.75\|-7.99\|26.51\|27.55\|24.55\|55119;2026-03-24\|25.36\|2.46\|25.52\|25.64\|24.31\|42797;2026-03-25\|28.09\|10.77\|25.83\|28.56\|25.60\|59868;2026-03-26\|27.82\|-0.96\|28.19\|28.70\|27.30\|43660;2026-03-27\|26.82\|-3.59\|27.56\|27.81\|26.62\|36753;2026-03-30\|26.36\|-1.72\|26.65\|27.08\|25.96\|32125;2026-03-31\|25.25\|-4.21\|26.17\|26.78\|25.10\|33652;2026-04-01\|26.25\|3.96\|26.20\|27.46\|25.64\|36925;2026-04-02\|24.50\|-6.67\|26.00\|26.39\|23.98\|46672;2026-04-03\|23.45\|-4.29\|24.37\|24.61\|23.28\|45417;2026-04-07\|23.88\|1.83\|23.15\|24.56\|23.15\|39469;2026-04-08\|24.90\|4.27\|24.50\|25.27\|24.00\|33556;2026-04-09\|24.39\|-2.05\|24.90\|24.98\|23.99\|20551;2026-04-10\|24.56\|0.70\|24.81\|25.24\|24.23\|22795;2026-04-13\|24.23\|-1.34\|24.36\|24.55\|23.96\|20962;2026-04-14\|24.18\|-0.21\|24.51\|25.63\|24.00\|28787;2026-04-15\|24.11\|-0.29\|24.37\|25.00\|24.01\|24293;2026-04-16\|24.41\|1.24\|24.08\|24.64\|23.82\|16860;2026-04-17\|24.31\|-0.41\|24.50\|24.52\|23.89\|16871;2026-04-20\|24.40\|0.37\|24.22\|24.60\|24.06\|16232;2026-04-21\|23.95\|-1.84\|24.26\|24.50\|23.89\|18709;2026-04-22\|23.77\|-0.75\|24.06\|24.10\|23.50\|13539;2026-04-23\|23.64\|-0.55\|23.92\|23.92\|23.11\|18247;2026-04-24\|24.04\|1.69\|23.64\|24.38\|23.39\|16843;2026-04-27\|24.36\|1.33\|24.55\|24.64\|23.71\|17616;2026-04-28\|24.68\|1.31\|24.59\|25.31\|24.44\|19709;2026-04-29\|26.05\|5.55\|24.66\|26.10\|24.50\|30112;2026-04-30\|30.30\|16.31\|26.25\|30.35\|26.05\|67115;2026-05-06\|28.40\|-6.27\|29.15\|30.01\|27.74\|73378;2026-05-07\|28.58\|0.63\|28.23\|28.90\|27.90\|45181;2026-05-08\|28.50\|-0.28\|28.23\|28.79\|27.87\|33424;2026-05-11\|29.97\|5.16\|28.88\|30.50\|28.46\|41990;2026-05-12\|29.29\|-2.27\|28.91\|30.29\|28.65\|30274;2026-05-13\|28.85\|-1.50\|29.50\|29.53\|28.58\|28136;2026-05-14\|28.59\|-0.90\|28.56\|29.59\|28.55\|22622;2026-05-15\|28.08\|-1.78\|28.70\|28.93\|27.79\|24946;2026-05-18\|28.55\|1.67\|28.08\|28.75\|27.88\|24178;2026-05-19\|28.09\|-1.61\|28.55\|28.83\|27.70\|21749;2026-05-20\|27.86\|-0.82\|28.10\|28.10\|27.54\|13755;2026-05-21\|26.47\|-4.99\|27.86\|28.01\|26.36\|17270;2026-05-22\|27.32\|3.21\|26.45\|27.71\|26.44\|19249;2026-05-25\|26.53\|-2.89\|27.18\|28.20\|26.35\|21638;2026-05-26\|25.68\|-3.20\|26.50\|26.78\|25.30\|21026;2026-05-27\|24.73\|-3.70\|25.55\|25.97\|24.20\|19582;2026-05-28\|24.85\|0.49\|25.17\|25.17\|23.71\|22484;2026-05-29\|24.35\|-2.01\|24.88\|25.49\|24.05\|25550;2026-06-01\|24.90\|2.26\|24.17\|25.32\|23.70\|20656;2026-06-02\|24.12\|-3.13\|24.92\|25.34\|23.63\|15994;2026-06-03\|23.81\|-1.29\|24.30\|24.83\|23.33\|15321;2026-06-04\|22.97\|-3.53\|23.57\|23.81\|22.71\|16470;2026-06-05\|23.31\|1.48\|22.96\|23.80\|22.10\|20708;2026-06-08\|22.50\|-3.47\|22.30\|23.40\|21.97\|20503;2026-06-09\|22.53\|0.13\|22.75\|22.98\|22.20\|16387;2026-06-10\|22.28\|-1.11\|22.36\|22.49\|21.66\|14292;2026-06-11\|22.30\|0.09\|22.14\|22.50\|21.46\|12457;2026-06-12\|22.21\|-0.40\|22.32\|22.53\|21.76\|17269;2026-06-15\|22.49\|1.26\|22.03\|23.54\|22.03\|23372;2026-06-16\|22.24\|-1.11\|22.39\|22.70\|21.68\|19869;2026-06-17\|21.52\|-2.80\|22.18\|22.24\|21.48\|17946;2026-06-18\|21.42\|-0.46\|21.48\|21.83\|21.04\|16379;2026-06-22\|21.61\|0.89\|21.72\|21.72\|20.28\|18048;2026-06-23\|21.75\|0.65\|22.88\|22.88\|21.40\|18098;2026-06-24\|20.92\|-3.82\|21.70\|21.90\|20.72\|19074;2026-06-25\|20.29\|-3.01\|20.91\|20.91\|19.99\|19559;2026-06-26\|19.88\|-2.02\|20.06\|20.29\|19.26\|20105;2026-06-29\|19.26\|-3.12\|19.74\|20.00\|18.83\|26809;2026-06-30\|19.36\|0.52\|19.31\|19.62\|18.94\|22237;2026-07-01\|20.36\|5.17\|19.96\|20.96\|19.52\|39979;2026-07-02\|20.73\|1.82\|20.47\|21.70\|20.27\|39249;2026-07-03\|21.58\|4.10\|20.83\|21.90\|20.54\|33442;2026-07-06\|21.50\|-0.37\|21.54\|22.19\|21.38\|24388;2026-07-07\|20.50\|-4.65\|21.61\|21.72\|20.23\|19211;2026-07-08\|19.46\|-5.07\|20.32\|20.66\|19.35\|15294;2026-07-09\|19.56\|0.51\|19.26\|19.80\|18.70\|18544;2026-07-10\|19.80\|1.23\|19.58\|20.25\|19.19\|17191;2026-07-13\|18.85\|-4.80\|20.13\|20.13\|18.70\|19559;2026-07-14\|19.40\|2.92\|19.19\|19.42\|18.36\|14018;2026-07-15\|19.41\|0.05\|19.42\|19.58\|18.94\|15466;2026-07-16\|19.26\|-0.77\|19.57\|19.97\|19.02\|13300;2026-07-17\|17.85\|-7.32\|19.26\|19.38\|17.65\|18968;2026-07-20\|16.85\|-5.60\|17.77\|18.94\|16.60\|26205;2026-07-21\|16.87\|0.12\|16.77\|17.50\|15.56\|23697;2026-07-22\|16.38\|-2.90\|16.75\|16.96\|16.27\|20480;2026-07-23\|17.26\|5.37\|16.30\|17.39\|16.29\|16410;2026-07-24\|16.88\|-2.20\|17.11\|17.30\|16.70\|15075
9054	其它归类	LED显示+海外高增+业绩预增行业原因：据TrendForce集邦咨询最新调查，在数据中心高速传输中，Micro LED CPO方案的单位传输能耗较低，可大幅降低整体能耗至铜缆方案的5%，有望凭节能优势成为光互连替代方案。公司原因： 1、据2025年半年报及2024年年报，公司主营全品类LED大屏及视听解决方案，为国家级制造业单项冠军，Micro LED、虚拟拍摄等前沿技术已落地，全球6000+渠道伙伴构建品牌护城河。 2、据2026年2月27日业绩快报，公司预计2025年营收41.56亿元、同比增13.55%，预计归母净利2.4-2.9亿元、同比增105-148%，毛利率升至31%，经营性现金流8.24亿元、同比增440%。 3、据2026年1月9日投资者关系纪要，公司预计2025年海外收入31.93亿元、同比增8.94%，业务已覆盖140多国，出口面积销量增15.23%，稳居LED显示出口龙头。	全球领先的至真LED显示应用与服务提供商；公司全系列Micro LED显示屏，具备高画质、高续航、广色域、稳定性高等优势，可视化产品线包括HC系列高端MicroLED微间距显示、CL系列Micro LED微间距显示等，iCon产品线包括AbseniconX系列(MicroLED智慧屏)等	2026-03-17\|17.65\|-3.71\|18.35\|18.54\|17.57\|98386;2026-03-18\|20.02\|13.43\|17.65\|20.50\|17.65\|305932;2026-03-19\|20.90\|4.40\|19.67\|22.00\|19.50\|313225;2026-03-20\|20.14\|-3.64\|20.90\|21.14\|20.05\|206693;2026-03-23\|18.80\|-6.65\|19.70\|20.48\|18.57\|207170;2026-03-24\|20.65\|9.84\|19.30\|21.34\|19.22\|282513;2026-03-25\|20.52\|-0.63\|20.70\|20.92\|20.33\|198310;2026-03-26\|20.07\|-2.19\|20.32\|20.84\|19.98\|130935;2026-03-27\|19.75\|-1.59\|19.87\|19.91\|19.29\|134521;2026-03-30\|19.63\|-0.61\|19.30\|19.65\|18.78\|140840;2026-03-31\|18.27\|-6.93\|19.22\|19.24\|17.87\|165465;2026-04-01\|18.23\|-0.22\|18.63\|19.16\|17.93\|165144;2026-04-02\|17.47\|-4.17\|17.96\|18.63\|17.31\|155421;2026-04-03\|16.77\|-4.01\|17.45\|17.86\|16.74\|126003;2026-04-07\|16.95\|1.07\|16.83\|17.50\|16.38\|148618;2026-04-08\|17.98\|6.08\|17.33\|17.99\|17.30\|151210;2026-04-09\|19.13\|6.40\|17.89\|19.30\|17.71\|207627;2026-04-10\|19.30\|0.89\|19.00\|19.63\|18.81\|157231;2026-04-13\|19.66\|1.87\|18.95\|19.94\|18.80\|134908;2026-04-14\|20.27\|3.10\|19.66\|20.32\|19.60\|119571;2026-04-15\|19.96\|-1.53\|20.23\|20.49\|19.93\|104700;2026-04-16\|19.98\|0.10\|19.96\|20.08\|19.78\|91770;2026-04-17\|20.17\|0.95\|19.87\|20.40\|19.77\|74124;2026-04-20\|20.19\|0.10\|20.20\|20.50\|20.00\|84217;2026-04-21\|20.13\|-0.30\|20.10\|20.20\|19.71\|76339;2026-04-22\|20.41\|1.39\|20.14\|20.55\|19.81\|79649;2026-04-23\|19.40\|-4.95\|20.20\|20.45\|19.30\|109194;2026-04-24\|19.28\|-0.62\|19.40\|19.71\|19.13\|76290;2026-04-27\|19.43\|0.78\|19.26\|19.51\|18.93\|78552;2026-04-28\|17.29\|-11.01\|17.45\|18.33\|17.11\|168615;2026-04-29\|16.85\|-2.54\|16.99\|17.19\|16.76\|129451;2026-04-30\|16.37\|-2.85\|16.77\|16.90\|16.37\|107896;2026-05-06\|16.34\|-0.18\|16.49\|16.57\|16.20\|131627;2026-05-07\|16.60\|1.59\|16.35\|16.80\|16.34\|139392;2026-05-08\|16.60\|0.00\|16.45\|16.67\|16.27\|112484;2026-05-11\|16.40\|-1.20\|16.72\|17.12\|16.30\|126917;2026-05-12\|15.91\|-2.99\|16.37\|16.42\|15.86\|103778;2026-05-13\|16.02\|0.69\|15.92\|16.14\|15.81\|72655;2026-05-14\|15.57\|-2.81\|16.10\|16.14\|15.53\|81494;2026-05-15\|15.32\|-1.61\|15.56\|15.63\|15.23\|77160;2026-05-18\|15.26\|-0.39\|15.29\|15.42\|15.08\|58771;2026-05-19\|15.97\|4.65\|15.16\|15.99\|15.13\|105947;2026-05-20\|15.45\|-3.26\|15.97\|15.97\|15.34\|76131;2026-05-21\|15.18\|-1.75\|15.80\|16.98\|15.13\|132194;2026-05-22\|15.15\|-0.20\|15.13\|15.35\|14.80\|86766;2026-05-25\|15.05\|-0.66\|15.16\|15.21\|14.82\|58325;2026-05-26\|15.03\|-0.13\|15.01\|15.17\|14.85\|56150;2026-05-27\|14.70\|-2.20\|15.10\|15.41\|14.70\|71337;2026-05-28\|14.77\|0.48\|14.70\|14.89\|14.47\|83197;2026-05-29\|14.11\|-4.47\|14.69\|14.77\|13.98\|82345;2026-06-01\|14.13\|0.14\|14.13\|14.35\|14.00\|63017;2026-06-02\|13.88\|-1.77\|14.17\|14.17\|13.63\|58272;2026-06-03\|13.85\|-0.22\|13.89\|14.18\|13.68\|53506;2026-06-04\|13.72\|-0.94\|13.61\|13.82\|13.56\|49710;2026-06-05\|13.85\|0.95\|13.60\|14.18\|13.36\|66374;2026-06-08\|13.26\|-4.26\|13.42\|13.77\|13.16\|63014;2026-06-09\|13.48\|1.66\|13.40\|13.54\|13.15\|50321;2026-06-10\|13.22\|-1.93\|13.36\|13.40\|12.96\|49386;2026-06-11\|12.95\|-2.04\|13.15\|13.18\|12.72\|44863;2026-06-12\|13.21\|2.01\|13.19\|13.43\|13.02\|53115;2026-06-15\|13.58\|2.80\|13.36\|13.61\|13.25\|62060;2026-06-16\|13.49\|-0.66\|13.57\|13.65\|13.19\|52650;2026-06-17\|13.56\|0.52\|13.45\|13.69\|13.35\|48820;2026-06-18\|13.32\|-1.77\|13.48\|13.50\|13.20\|43709;2026-06-22\|13.19\|-0.98\|13.38\|13.47\|12.77\|58761;2026-06-23\|13.20\|0.08\|13.08\|13.50\|13.08\|53793;2026-06-24\|13.00\|-1.52\|13.12\|13.28\|12.77\|47514;2026-06-25\|12.75\|-1.92\|13.02\|13.12\|12.58\|52639;2026-06-26\|12.62\|-1.02\|12.78\|13.11\|12.56\|56215;2026-06-29\|12.27\|-2.77\|12.35\|12.67\|12.06\|69595;2026-06-30\|12.82\|4.48\|12.26\|12.86\|12.18\|77589;2026-07-01\|12.99\|1.33\|12.83\|13.22\|12.62\|64792;2026-07-02\|12.76\|-1.77\|12.88\|13.19\|12.71\|63821;2026-07-03\|12.92\|1.25\|12.70\|13.05\|12.68\|62144;2026-07-06\|12.97\|0.39\|12.91\|13.13\|12.80\|49989;2026-07-07\|12.63\|-2.62\|12.87\|12.96\|12.60\|49926;2026-07-08\|12.46\|-1.35\|12.66\|12.76\|12.34\|38391;2026-07-09\|12.56\|0.80\|12.45\|12.56\|12.05\|41275;2026-07-10\|12.73\|1.35\|12.95\|13.60\|12.72\|97985;2026-07-13\|11.84\|-6.99\|12.59\|12.81\|11.82\|77587;2026-07-14\|12.13\|2.45\|12.00\|12.18\|11.80\|57541;2026-07-15\|12.15\|0.16\|12.09\|12.30\|12.01\|41189;2026-07-16\|12.15\|0.00\|12.05\|12.31\|12.02\|38051;2026-07-17\|11.95\|-1.65\|12.10\|12.51\|11.92\|69374;2026-07-20\|11.60\|-2.93\|12.10\|12.20\|11.31\|62073;2026-07-21\|11.88\|2.41\|11.59\|12.00\|11.21\|66332;2026-07-22\|11.75\|-1.09\|11.81\|12.01\|11.70\|42159;2026-07-23\|11.93\|1.53\|11.72\|11.95\|11.65\|32187;2026-07-24\|11.63\|-2.51\|11.82\|11.97\|11.62\|26281
9053	其它归类	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司电极箔已通过AI服务器、车载电子客户认证，全球前十大铝电容器企业均为客户，2025年底新产能将集中投放新能源、AI服务器等新兴领域	2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100
9052	其它归类	碳酸锂+郴州锂矿+控制权拟变更行业原因：东吴证券此前表示，展望2026年海外户储行业，东欧及其他欧洲国家户储需求旺盛，亚非拉等市场低光储渗透率，户储成长空间大。公司原因： 1、据2025年半年度报告，公司已于2023年9月完成注册地迁至郴州临武县，依托当地锂矿推进“采矿+选矿+碳酸锂”纵向一体化项目，一期1万吨碳酸锂冶炼产线有序建设中。 2、据2025年11月28日公告及2026年2月28日进展公告，控股股东上海领亿、温萍与山南锑金签署股份转让协议，山南锑金拟受让7.7646%股份并将成为第一大股东，控制权拟变更。 3、据2025年年度报告，公司主营锂云母、碳酸锂，已形成“采矿+选矿+基础锂电原料生产”完整产业链，2024年碳酸锂低迷期仍保持稳定运营。	公司业务主要包括锂矿选矿、基础性锂电原料锂盐加工及冶炼业务等，通过收购嘉宇矿业74.3%股权，新增钨锡铅锌矿开采业务	2026-03-17\|28.71\|-1.03\|29.02\|30.70\|28.62\|293057;2026-03-18\|31.58\|10.00\|29.74\|31.58\|29.22\|214696;2026-03-19\|28.42\|-10.01\|32.15\|32.68\|28.42\|288865;2026-03-20\|28.12\|-1.06\|29.84\|29.96\|28.12\|261303;2026-03-23\|26.25\|-6.65\|27.54\|28.15\|26.18\|213369;2026-03-24\|27.82\|5.98\|26.78\|27.87\|25.65\|248469;2026-03-25\|27.87\|0.18\|28.50\|29.00\|27.41\|175905;2026-03-26\|26.67\|-4.31\|27.70\|27.99\|26.46\|160460;2026-03-27\|26.85\|0.67\|26.01\|28.17\|26.01\|224046;2026-03-30\|26.66\|-0.71\|26.76\|26.76\|25.00\|212782;2026-03-31\|25.38\|-4.80\|26.67\|26.72\|24.65\|182947;2026-04-01\|24.92\|-1.81\|25.70\|25.70\|24.56\|144645;2026-04-02\|23.97\|-3.81\|24.67\|25.20\|23.53\|165219;2026-04-03\|23.28\|-2.88\|24.00\|24.49\|23.23\|93048;2026-04-07\|23.49\|0.90\|23.57\|24.00\|23.11\|96364;2026-04-08\|24.90\|6.00\|24.00\|25.28\|24.00\|141521;2026-04-09\|25.00\|0.40\|24.31\|25.36\|23.76\|141614;2026-04-10\|26.25\|5.00\|25.06\|27.50\|24.87\|333805;2026-04-13\|28.38\|8.11\|26.25\|28.66\|25.56\|362456;2026-04-14\|28.76\|1.34\|28.40\|29.36\|27.17\|390576;2026-04-15\|28.93\|0.59\|29.44\|30.10\|28.80\|258451;2026-04-16\|28.75\|-0.62\|28.94\|30.06\|28.01\|275111;2026-04-17\|28.79\|0.14\|28.36\|29.97\|28.13\|235829;2026-04-20\|28.83\|0.14\|28.58\|29.46\|27.80\|205370;2026-04-21\|28.93\|0.35\|29.00\|29.60\|28.37\|160206;2026-04-22\|30.76\|6.33\|28.51\|30.98\|28.20\|299385;2026-04-23\|31.59\|2.70\|30.80\|31.85\|29.10\|282751;2026-04-24\|31.56\|-0.10\|31.01\|33.85\|30.90\|273903;2026-04-27\|31.49\|-0.22\|31.00\|32.29\|30.03\|268651;2026-04-28\|31.69\|0.64\|31.28\|32.08\|29.68\|244457;2026-04-29\|34.00\|7.29\|31.30\|34.38\|31.01\|312217;2026-05-06\|32.30\|-5.00\|32.30\|32.30\|32.30\|6539;2026-05-07\|30.69\|-4.98\|30.69\|30.69\|30.69\|5394;2026-05-08\|29.16\|-4.99\|29.16\|29.16\|29.16\|4983;2026-05-11\|27.70\|-5.01\|27.70\|27.70\|27.70\|1219;2026-05-12\|26.32\|-4.98\|26.32\|26.32\|26.32\|1585;2026-05-13\|25.00\|-5.02\|25.00\|25.00\|25.00\|705;2026-05-14\|23.75\|-5.00\|23.75\|23.75\|23.75\|2737;2026-05-15\|22.56\|-5.01\|22.56\|22.91\|22.56\|239175;2026-05-18\|21.43\|-5.01\|21.43\|21.43\|21.43\|34338;2026-05-19\|20.36\|-4.99\|20.36\|20.36\|20.36\|2421;2026-05-20\|19.34\|-5.01\|19.34\|19.34\|19.34\|6443;2026-05-21\|18.37\|-5.02\|18.37\|18.37\|18.37\|8930;2026-05-22\|19.29\|5.01\|17.70\|19.29\|17.45\|435478;2026-05-25\|20.25\|4.98\|19.57\|20.25\|19.57\|53998;2026-05-26\|21.26\|4.99\|21.26\|21.26\|21.26\|19580;2026-05-27\|20.63\|-2.96\|22.32\|22.32\|20.20\|384958;2026-05-28\|19.60\|-4.99\|20.11\|21.03\|19.60\|192427;2026-05-29\|18.62\|-5.00\|20.01\|20.18\|18.62\|138656;2026-06-01\|19.55\|4.99\|17.77\|19.55\|17.69\|174278;2026-06-02\|20.53\|5.01\|19.59\|20.53\|19.59\|116267;2026-06-03\|21.56\|5.02\|21.45\|21.56\|21.08\|76831;2026-06-04\|22.64\|5.01\|22.64\|22.64\|21.12\|210331;2026-06-05\|23.20\|2.47\|22.51\|23.77\|22.50\|225691;2026-06-08\|22.04\|-5.00\|22.05\|22.45\|22.04\|37504;2026-06-09\|20.94\|-4.99\|20.94\|20.94\|20.94\|27675;2026-06-10\|19.89\|-5.01\|19.89\|19.89\|19.89\|7599;2026-06-11\|18.90\|-4.98\|18.90\|18.90\|18.90\|8070;2026-06-12\|17.96\|-4.97\|17.96\|17.96\|17.96\|23761;2026-06-15\|17.06\|-5.01\|17.06\|17.06\|17.06\|3055;2026-06-16\|16.21\|-4.98\|16.21\|16.21\|16.21\|2846;2026-06-17\|15.40\|-5.00\|15.40\|15.40\|15.40\|1438;2026-06-18\|14.63\|-5.00\|14.63\|14.63\|14.63\|14423;2026-06-22\|13.90\|-4.99\|13.90\|13.90\|13.90\|5657;2026-06-23\|13.88\|-0.14\|13.21\|14.60\|13.21\|496740;2026-06-24\|13.19\|-4.97\|13.19\|13.19\|13.19\|34986;2026-06-25\|12.53\|-5.00\|12.53\|12.53\|12.53\|27765;2026-06-26\|11.90\|-5.03\|12.31\|12.48\|11.90\|203471;2026-06-29\|11.31\|-4.96\|11.31\|11.45\|11.31\|47498;2026-06-30\|10.74\|-5.04\|10.74\|10.74\|10.74\|8552;2026-07-01\|11.28\|5.03\|10.95\|11.28\|10.95\|204515;2026-07-02\|11.84\|4.96\|11.84\|11.84\|11.84\|2883;2026-07-03\|12.43\|4.98\|12.43\|12.43\|12.43\|7338;2026-07-06\|11.65\|-6.28\|12.40\|13.67\|11.64\|507129;2026-07-07\|10.49\|-9.96\|11.65\|11.92\|10.49\|250813;2026-07-08\|10.84\|3.34\|9.84\|11.28\|9.70\|339174;2026-07-09\|11.60\|7.01\|10.82\|11.92\|10.62\|289423;2026-07-10\|11.25\|-3.02\|11.80\|12.25\|11.23\|274519;2026-07-13\|11.55\|2.67\|11.55\|11.92\|11.19\|211582;2026-07-14\|10.91\|-5.54\|11.47\|11.74\|10.52\|212962;2026-07-15\|9.90\|-9.26\|10.50\|10.65\|9.82\|290775;2026-07-16\|9.83\|-0.71\|9.65\|10.25\|9.63\|150007;2026-07-17\|8.85\|-9.97\|9.76\|9.94\|8.85\|245262;2026-07-20\|8.07\|-8.81\|8.85\|9.24\|7.97\|258753;2026-07-21\|7.85\|-2.73\|7.95\|8.11\|7.27\|251125;2026-07-22\|8.15\|3.82\|7.79\|8.44\|7.68\|191346;2026-07-23\|8.97\|10.06\|8.16\|8.97\|8.16\|72466;2026-07-24\|8.64\|-3.68\|9.42\|9.87\|8.51\|290427
9051	其它归类	深圳旧改+液晶显示+物业经营 1、据2025年半年度报告，公司位于深圳地区的工业用地已全部纳入2010年深圳市城市更新单元规划，正推进光明新区公明街道华发片区及福田区华强北街道华发大厦两大更新项目，未来土地开发经营将成为长期稳定收入来源。 2、据2025年4月22日年报，公司2024年销售液晶显示器131万台，在定制化液晶专显细分市场具备竞争优势。 3、据2025年半年度报告，公司物业租赁业务2025年上半年收入2485.95万元，通过调整租期及商户结构保持盈利，形成工业制造与物业经营双主业格局。	1、公司地处深圳，在深圳市福田区华强北商圈及光明新区公明街道均拥有数万平方米的大型物业； 2、公司主营精密注塑件及液晶显示器，现有新型生产流水线，拥有自动化设备自动涂胶机器人、注塑机等十多台	2026-03-17\|17.53\|9.97\|17.53\|17.53\|17.53\|74185;2026-03-18\|19.28\|9.98\|19.28\|19.28\|19.28\|28921;2026-03-19\|21.21\|10.01\|21.21\|21.21\|21.21\|32521;2026-03-20\|23.33\|10.00\|23.33\|23.33\|23.33\|52641;2026-03-23\|21.00\|-9.99\|25.66\|25.66\|21.00\|466004;2026-03-24\|18.95\|-9.76\|20.36\|20.58\|18.90\|411896;2026-03-25\|17.68\|-6.70\|17.78\|18.26\|17.44\|338378;2026-03-26\|17.32\|-2.04\|17.07\|17.68\|17.07\|224650;2026-03-27\|16.79\|-3.06\|16.98\|17.00\|16.72\|180788;2026-03-30\|16.20\|-3.51\|16.28\|16.52\|16.03\|152137;2026-03-31\|15.93\|-1.67\|16.15\|16.33\|15.83\|125728;2026-04-01\|16.18\|1.57\|16.10\|16.20\|15.86\|112110;2026-04-02\|15.47\|-4.39\|15.94\|15.99\|15.40\|117587;2026-04-03\|14.82\|-4.20\|15.49\|15.52\|14.74\|105972;2026-04-07\|15.23\|2.77\|14.82\|15.26\|14.82\|90778;2026-04-08\|15.61\|2.50\|15.48\|15.64\|15.34\|93645;2026-04-09\|15.58\|-0.19\|15.50\|15.79\|15.37\|88886;2026-04-10\|15.80\|1.41\|15.73\|15.97\|15.63\|93463;2026-04-13\|15.84\|0.25\|15.79\|15.92\|15.49\|70249;2026-04-14\|16.03\|1.20\|15.88\|16.08\|15.76\|78126;2026-04-15\|15.73\|-1.87\|15.98\|16.03\|15.66\|59333;2026-04-16\|15.90\|1.08\|15.80\|15.91\|15.60\|67020;2026-04-17\|15.78\|-0.75\|15.75\|15.85\|15.69\|47448;2026-04-20\|16.06\|1.77\|15.81\|16.08\|15.69\|57998;2026-04-21\|15.97\|-0.56\|15.96\|15.99\|15.62\|60624;2026-04-22\|15.88\|-0.56\|15.89\|15.96\|15.70\|47662;2026-04-23\|15.49\|-2.46\|15.88\|15.88\|15.39\|58521;2026-04-24\|15.33\|-1.03\|15.40\|15.47\|15.15\|47906;2026-04-27\|15.84\|3.33\|15.34\|15.87\|15.03\|82136;2026-04-28\|15.73\|-0.69\|15.81\|15.81\|15.52\|51612;2026-04-29\|15.93\|1.27\|15.55\|16.07\|15.55\|59475;2026-04-30\|15.96\|0.19\|15.90\|16.22\|15.85\|44700;2026-05-06\|15.95\|-0.06\|16.01\|16.15\|15.78\|72819;2026-05-07\|16.02\|0.44\|16.00\|16.15\|15.92\|57533;2026-05-08\|14.42\|-9.99\|14.94\|16.00\|14.42\|78488;2026-05-11\|14.49\|0.49\|14.05\|14.93\|14.05\|186794;2026-05-12\|14.10\|-2.69\|14.49\|14.49\|14.03\|87919;2026-05-13\|13.77\|-2.34\|14.15\|14.29\|13.75\|80535;2026-05-14\|13.96\|1.38\|13.94\|14.70\|13.80\|117292;2026-05-15\|13.58\|-2.72\|13.92\|14.03\|13.53\|71569;2026-05-18\|13.49\|-0.66\|13.72\|13.72\|13.22\|44612;2026-05-19\|13.47\|-0.15\|13.45\|13.63\|13.29\|45485;2026-05-20\|13.25\|-1.63\|13.52\|13.60\|13.15\|36443;2026-05-21\|12.80\|-3.40\|13.44\|14.42\|12.79\|92891;2026-05-22\|13.21\|3.20\|13.00\|13.37\|12.67\|76840;2026-05-25\|12.98\|-1.74\|13.29\|13.30\|12.86\|44670;2026-05-26\|12.97\|-0.08\|12.87\|13.03\|12.71\|46258;2026-05-27\|12.48\|-3.78\|12.97\|13.00\|12.41\|49841;2026-05-28\|12.68\|1.60\|12.48\|12.75\|12.29\|47328;2026-05-29\|12.46\|-1.74\|12.70\|12.76\|12.38\|43249;2026-06-01\|12.75\|2.33\|12.46\|12.97\|12.30\|44735;2026-06-02\|12.59\|-1.25\|12.82\|12.87\|12.42\|36643;2026-06-03\|12.43\|-1.27\|12.52\|12.70\|12.32\|32755;2026-06-04\|12.35\|-0.64\|12.31\|12.58\|12.20\|30859;2026-06-05\|12.46\|0.89\|12.38\|12.61\|12.00\|39953;2026-06-08\|11.87\|-4.74\|12.30\|12.36\|11.68\|36994;2026-06-09\|11.99\|1.01\|12.16\|12.16\|11.75\|34219;2026-06-10\|11.77\|-1.83\|11.92\|11.96\|11.60\|29273;2026-06-11\|11.69\|-0.68\|11.66\|11.76\|11.44\|28582;2026-06-12\|11.69\|0.00\|11.75\|11.94\|11.61\|29879;2026-06-15\|11.95\|2.22\|11.73\|12.12\|11.70\|35583;2026-06-16\|12.20\|2.09\|11.95\|12.24\|11.56\|41699;2026-06-17\|11.87\|-2.70\|12.11\|12.18\|11.76\|37471;2026-06-18\|11.54\|-2.78\|11.86\|11.86\|11.47\|33953;2026-06-22\|11.64\|0.87\|11.45\|11.65\|11.10\|39949;2026-06-23\|11.75\|0.94\|11.79\|12.00\|11.46\|47021;2026-06-24\|11.26\|-4.17\|11.76\|11.77\|10.92\|48153;2026-06-25\|11.07\|-1.69\|11.30\|11.77\|10.92\|41723;2026-06-26\|10.85\|-1.99\|10.88\|11.11\|10.69\|43102;2026-06-29\|10.76\|-0.83\|10.79\|10.88\|10.43\|43758;2026-06-30\|10.90\|1.30\|10.76\|11.08\|10.67\|40829;2026-07-01\|11.17\|2.48\|10.89\|11.50\|10.80\|62191;2026-07-02\|11.08\|-0.81\|11.22\|11.57\|11.03\|57234;2026-07-03\|11.16\|0.72\|11.11\|11.28\|11.00\|42087;2026-07-06\|10.94\|-1.97\|11.15\|11.35\|10.93\|32984;2026-07-07\|10.63\|-2.83\|10.94\|10.94\|10.45\|27622;2026-07-08\|10.38\|-2.35\|10.41\|10.62\|10.28\|31898;2026-07-09\|10.59\|2.02\|10.38\|10.62\|10.06\|35737;2026-07-10\|10.60\|0.09\|10.55\|10.90\|10.36\|43402;2026-07-13\|10.10\|-4.72\|10.63\|10.63\|10.07\|37267;2026-07-14\|10.40\|2.97\|10.10\|10.41\|10.00\|40810;2026-07-15\|10.43\|0.29\|10.41\|10.61\|10.23\|26141;2026-07-16\|10.47\|0.38\|10.43\|10.72\|10.24\|33773;2026-07-17\|9.99\|-4.58\|10.46\|10.65\|9.92\|38093;2026-07-20\|9.76\|-2.30\|10.06\|10.48\|9.55\|53699;2026-07-21\|9.77\|0.10\|9.76\|9.90\|9.15\|54170;2026-07-22\|9.60\|-1.74\|9.77\|9.88\|9.45\|29929;2026-07-23\|9.96\|3.75\|9.55\|10.06\|9.55\|31520;2026-07-24\|9.74\|-2.21\|9.90\|9.96\|9.70\|22883
9050		火电转型+拟收购股权+金属管件+江阴国资 1、据2026年3月9日公告，公司拟向江阴电力投资发行股份及支付现金收购江阴苏龙热电有限公司57.30%股权并配套募资，交易完成后将新增火电及供热业务。 2、据2025年8月20日发布的2025年半年度报告，公司主营工业金属管件、法兰、管系及压力容器，资质齐全，下游覆盖火电、海工、石化等领域。 3、据2025年4月19日发布的2024年年度报告及2025年8月20日发布的2025年半年度报告，公司实控人为江阴市国资办，坚持“高端制造+文化传媒+新能源”三轮驱动战略。	公司拟收购苏龙热电57.3%股权，标的主营火力发电、光伏发电等	2026-03-17\|3.70\|-8.42\|3.80\|4.08\|3.65\|5405696;2026-03-18\|4.07\|10.00\|3.69\|4.07\|3.69\|4580761;2026-03-19\|4.10\|0.74\|4.02\|4.29\|3.88\|6187088;2026-03-20\|3.92\|-4.39\|4.05\|4.26\|3.90\|3926655;2026-03-23\|3.71\|-5.36\|3.76\|4.01\|3.65\|3320897;2026-03-24\|4.08\|9.97\|3.71\|4.08\|3.70\|2354075;2026-03-25\|4.27\|4.66\|4.08\|4.35\|3.99\|5196318;2026-03-26\|4.04\|-5.39\|4.20\|4.25\|4.01\|3179567;2026-03-27\|4.44\|9.90\|4.00\|4.44\|4.00\|4652710;2026-03-30\|4.21\|-5.18\|4.34\|4.39\|4.01\|4565342;2026-03-31\|4.03\|-4.28\|4.20\|4.34\|4.01\|3539104;2026-04-01\|3.84\|-4.71\|4.06\|4.10\|3.75\|3247287;2026-04-02\|3.50\|-8.85\|3.75\|3.76\|3.46\|2847700;2026-04-03\|3.61\|3.14\|3.45\|3.72\|3.25\|3140273;2026-04-07\|3.55\|-1.66\|3.52\|3.57\|3.42\|1778147;2026-04-08\|3.62\|1.97\|3.58\|3.67\|3.55\|1810755;2026-04-09\|3.48\|-3.87\|3.58\|3.58\|3.42\|1430864;2026-04-10\|3.38\|-2.87\|3.49\|3.51\|3.38\|1430121;2026-04-13\|3.47\|2.66\|3.39\|3.48\|3.39\|1244826;2026-04-14\|3.41\|-1.73\|3.45\|3.52\|3.36\|1327818;2026-04-15\|3.36\|-1.47\|3.42\|3.45\|3.34\|1268784;2026-04-16\|3.42\|1.79\|3.36\|3.43\|3.31\|1192099;2026-04-17\|3.38\|-1.17\|3.40\|3.41\|3.32\|1016540;2026-04-20\|3.41\|0.89\|3.38\|3.41\|3.33\|935462;2026-04-21\|3.45\|1.17\|3.41\|3.47\|3.31\|1688267;2026-04-22\|3.45\|0.00\|3.40\|3.46\|3.37\|998521;2026-04-23\|3.49\|1.16\|3.45\|3.51\|3.33\|1893564;2026-04-24\|3.55\|1.72\|3.46\|3.65\|3.43\|2338123;2026-04-27\|3.79\|6.76\|3.60\|3.90\|3.45\|2978672;2026-04-28\|3.72\|-1.85\|3.60\|3.88\|3.58\|2436672;2026-04-29\|3.82\|2.69\|3.67\|3.95\|3.65\|2124848;2026-04-30\|3.64\|-4.71\|3.81\|3.85\|3.62\|1727171;2026-05-06\|3.71\|1.92\|3.65\|3.75\|3.63\|1365210;2026-05-07\|3.90\|5.12\|3.71\|4.08\|3.70\|2694138;2026-05-08\|3.95\|1.28\|3.94\|4.02\|3.85\|2284830;2026-05-11\|3.87\|-2.03\|3.95\|4.00\|3.85\|1418832;2026-05-12\|3.93\|1.55\|3.92\|4.05\|3.87\|1956684;2026-05-13\|4.00\|1.78\|3.98\|4.14\|3.96\|1960635;2026-05-14\|3.88\|-3.00\|3.95\|4.03\|3.86\|1584236;2026-05-15\|4.25\|9.54\|3.89\|4.27\|3.89\|4138988;2026-05-18\|3.99\|-6.12\|4.03\|4.05\|3.92\|2910244;2026-05-19\|3.90\|-2.26\|3.99\|3.99\|3.81\|1636740;2026-05-20\|3.71\|-4.87\|3.84\|3.85\|3.66\|1561620;2026-05-21\|3.53\|-4.85\|3.71\|3.77\|3.50\|1306762;2026-05-22\|3.68\|4.25\|3.54\|3.72\|3.54\|1102522;2026-05-25\|3.60\|-2.17\|3.69\|3.72\|3.55\|1024721;2026-05-26\|3.50\|-2.78\|3.59\|3.60\|3.45\|1016468;2026-05-27\|3.49\|-0.29\|3.52\|3.62\|3.47\|1013555;2026-05-28\|3.58\|2.58\|3.50\|3.63\|3.48\|1064203;2026-05-29\|3.46\|-3.35\|3.57\|3.63\|3.43\|1140361;2026-06-01\|3.52\|1.73\|3.44\|3.60\|3.42\|991487;2026-06-02\|3.57\|1.42\|3.53\|3.60\|3.36\|1427574;2026-06-03\|3.72\|4.20\|3.56\|3.80\|3.53\|1851059;2026-06-04\|3.61\|-2.96\|3.66\|3.69\|3.55\|1285289;2026-06-05\|3.53\|-2.22\|3.58\|3.69\|3.51\|1250964;2026-06-08\|3.38\|-4.25\|3.42\|3.52\|3.35\|977331;2026-06-09\|3.39\|0.30\|3.40\|3.44\|3.32\|574703;2026-06-10\|3.22\|-5.01\|3.36\|3.37\|3.19\|819285;2026-06-11\|3.23\|0.31\|3.20\|3.39\|3.17\|727099;2026-06-12\|3.16\|-2.17\|3.27\|3.28\|3.13\|808233;2026-06-15\|3.21\|1.58\|3.17\|3.28\|3.16\|853789;2026-06-16\|3.27\|1.87\|3.19\|3.29\|3.13\|979446;2026-06-17\|3.19\|-2.45\|3.24\|3.26\|3.17\|757346;2026-06-18\|3.18\|-0.31\|3.17\|3.20\|3.11\|646232;2026-06-22\|3.07\|-3.46\|3.15\|3.17\|3.02\|834315;2026-06-23\|3.10\|0.98\|3.06\|3.16\|3.01\|783110;2026-06-24\|3.02\|-2.58\|3.08\|3.17\|2.98\|904877;2026-06-25\|2.96\|-1.99\|3.00\|3.03\|2.92\|744141;2026-06-26\|2.91\|-1.69\|2.92\|2.96\|2.88\|642410;2026-06-29\|2.83\|-2.75\|2.90\|2.94\|2.80\|734658;2026-06-30\|2.84\|0.35\|2.82\|2.89\|2.81\|543590;2026-07-01\|2.89\|1.76\|2.83\|2.92\|2.81\|746779;2026-07-02\|2.87\|-0.69\|2.89\|2.95\|2.86\|494572;2026-07-03\|2.92\|1.74\|2.87\|2.97\|2.86\|778700;2026-07-06\|2.82\|-3.42\|2.92\|2.96\|2.78\|744787;2026-07-07\|2.82\|0.00\|2.80\|2.90\|2.78\|585857;2026-07-08\|2.74\|-2.84\|2.81\|2.82\|2.73\|547233;2026-07-09\|2.72\|-0.73\|2.71\|2.75\|2.63\|584382;2026-07-10\|2.77\|1.84\|2.72\|2.82\|2.66\|668620;2026-07-13\|2.66\|-3.97\|2.76\|2.79\|2.64\|605921;2026-07-14\|2.71\|1.88\|2.64\|2.71\|2.61\|456800;2026-07-15\|2.75\|1.48\|2.69\|2.78\|2.68\|424342;2026-07-16\|2.74\|-0.36\|2.73\|2.79\|2.70\|344094;2026-07-17\|2.65\|-3.28\|2.73\|2.78\|2.63\|492923;2026-07-20\|2.70\|1.89\|2.66\|2.76\|2.66\|652183;2026-07-21\|2.70\|0.00\|2.69\|2.71\|2.58\|578886;2026-07-22\|2.75\|1.85\|2.68\|2.75\|2.66\|487979;2026-07-23\|2.86\|4.00\|2.73\|2.86\|2.72\|698535;2026-07-24\|2.79\|-2.45\|2.83\|2.86\|2.78\|457892
9049	全球规模最大的液化天然气出口工厂停摆	POE胶膜+国企改革+半导体显示材料行业原因：中银证券指出，太空光伏要求材料具备抗辐照能力，为了更好满足太空环境需求，需要在PI膜上进一步沉积硅氧烷涂层以提高材料性能。公司原因： 1、据2025年3月27日公告，子公司诚志华青在青岛董家口经济区投资建设POE与超高分子量聚乙烯项目，投产后将切入光伏胶膜等新材料赛道。 2、据互动易，公司最终控制人为青岛西海岸新区国有资产管理局，属地方国资上市平台。 3、据2025年3月27日公告，石家庄诚志永华是全球TFT-LCD用混合液晶材料龙头，报告期内收购DIC专利后国内市占率领先，OLED蓝光材料已在六代线量产。	子公司南京诚志为公司清洁能源业务的主要经营载体，工业气体产品为CO、氢气及合成气；液体化学产品主要为乙烯、丙烯、丁醇、辛醇等；南京诚志的主要经营活动系以煤炭为原料，通过国际领先技术洁净燃烧后生产化工企业所需的工业气体及甲醇产品；并且以甲醇为原料，利用UOP/HYDRO技术和DAVY/DOW技术生产乙烯、丙烯、丁辛醇等产品	2026-03-17\|9.81\|-1.21\|9.88\|10.10\|9.70\|713184;2026-03-18\|10.79\|9.99\|10.48\|10.79\|10.25\|714277;2026-03-19\|9.90\|-8.25\|11.22\|11.28\|9.81\|1718602;2026-03-20\|9.30\|-6.06\|9.71\|9.96\|9.29\|1113366;2026-03-23\|9.77\|5.05\|9.10\|10.23\|8.99\|1341944;2026-03-24\|9.54\|-2.35\|9.60\|9.69\|9.28\|762153;2026-03-25\|9.47\|-0.73\|9.32\|9.56\|9.20\|768668;2026-03-26\|10.02\|5.81\|9.45\|10.16\|9.36\|1112464;2026-03-27\|10.41\|3.89\|9.92\|10.76\|9.87\|1071986;2026-03-30\|10.38\|-0.29\|10.50\|10.92\|10.33\|959224;2026-03-31\|9.80\|-5.59\|10.33\|10.46\|9.78\|696756;2026-04-01\|9.83\|0.31\|9.84\|10.13\|9.70\|518450;2026-04-02\|9.63\|-2.03\|9.67\|9.89\|9.48\|494207;2026-04-03\|9.31\|-3.32\|9.60\|9.63\|9.02\|466135;2026-04-07\|10.24\|9.99\|9.38\|10.24\|9.34\|399549;2026-04-08\|10.04\|-1.95\|9.60\|10.13\|9.60\|871747;2026-04-09\|11.04\|9.96\|10.18\|11.04\|10.06\|1326063;2026-04-10\|10.84\|-1.81\|10.98\|10.99\|10.68\|1102930;2026-04-13\|10.77\|-0.65\|11.04\|11.07\|10.58\|624532;2026-04-14\|10.77\|0.00\|10.60\|10.79\|10.37\|564586;2026-04-15\|10.60\|-1.58\|10.75\|10.75\|10.11\|793547;2026-04-16\|10.58\|-0.19\|10.66\|10.70\|10.30\|635386;2026-04-17\|10.67\|0.85\|10.54\|10.84\|10.50\|612161;2026-04-20\|11.12\|4.22\|10.59\|11.12\|10.42\|780291;2026-04-21\|10.85\|-2.43\|10.99\|10.99\|10.70\|532808;2026-04-22\|11.94\|10.05\|10.84\|11.94\|10.80\|1447477;2026-04-23\|12.40\|3.85\|12.13\|12.78\|11.85\|1530370;2026-04-24\|12.09\|-2.50\|12.34\|12.55\|11.95\|895716;2026-04-27\|12.53\|3.64\|12.00\|12.84\|11.77\|983441;2026-04-28\|13.17\|5.11\|12.30\|13.18\|12.10\|952195;2026-04-29\|12.94\|-1.75\|12.80\|13.42\|12.70\|804625;2026-04-30\|12.60\|-2.63\|12.97\|13.07\|12.46\|639984;2026-05-06\|12.61\|0.08\|12.45\|12.69\|12.29\|650368;2026-05-07\|11.48\|-8.96\|12.37\|12.37\|11.35\|1167097;2026-05-08\|11.26\|-1.92\|11.57\|11.62\|11.16\|696419;2026-05-11\|11.64\|3.37\|11.34\|11.93\|11.31\|702940;2026-05-12\|11.35\|-2.49\|11.60\|11.66\|11.15\|469359;2026-05-13\|11.47\|1.06\|11.23\|11.58\|11.23\|366923;2026-05-14\|11.21\|-2.27\|11.47\|11.64\|11.21\|443761;2026-05-15\|11.20\|-0.09\|11.22\|11.48\|11.07\|362477;2026-05-18\|11.25\|0.45\|11.36\|11.66\|10.96\|310176;2026-05-19\|10.72\|-4.71\|11.16\|11.18\|10.48\|502974;2026-05-20\|10.72\|0.00\|10.66\|10.76\|10.48\|283498;2026-05-21\|10.10\|-5.78\|10.56\|10.67\|10.07\|410349;2026-05-22\|10.10\|0.00\|10.15\|10.22\|10.00\|309242;2026-05-25\|9.82\|-2.77\|10.00\|10.07\|9.68\|403796;2026-05-26\|9.86\|0.41\|9.81\|9.90\|9.49\|332909;2026-05-27\|9.69\|-1.72\|9.86\|9.93\|9.63\|213721;2026-05-28\|9.83\|1.44\|9.68\|9.85\|9.66\|190404;2026-05-29\|9.58\|-2.54\|9.83\|9.83\|9.49\|234687;2026-06-01\|9.72\|1.46\|9.59\|9.89\|9.52\|264148;2026-06-02\|9.58\|-1.44\|9.83\|9.83\|9.52\|195951;2026-06-03\|9.65\|0.73\|9.59\|9.70\|9.46\|231440;2026-06-04\|9.20\|-4.66\|9.56\|9.71\|9.16\|304000;2026-06-05\|9.25\|0.54\|9.21\|9.50\|9.10\|243406;2026-06-08\|9.07\|-1.95\|9.07\|9.36\|8.93\|283289;2026-06-09\|8.92\|-1.65\|9.10\|9.13\|8.78\|290260;2026-06-10\|8.94\|0.22\|8.91\|8.94\|8.71\|257262;2026-06-11\|8.86\|-0.89\|9.00\|9.10\|8.82\|286232;2026-06-12\|8.97\|1.24\|8.81\|9.13\|8.60\|339158;2026-06-15\|9.04\|0.78\|8.96\|9.18\|8.89\|306232;2026-06-16\|9.05\|0.11\|8.99\|9.14\|8.81\|303802;2026-06-17\|8.94\|-1.22\|9.00\|9.04\|8.87\|217114;2026-06-18\|8.65\|-3.24\|8.95\|8.98\|8.63\|294354;2026-06-22\|8.80\|1.73\|8.60\|8.83\|8.44\|283807;2026-06-23\|8.83\|0.34\|8.95\|9.18\|8.78\|303449;2026-06-24\|8.78\|-0.57\|8.80\|8.90\|8.67\|234831;2026-06-25\|8.51\|-3.08\|8.78\|8.80\|8.45\|268396;2026-06-26\|8.28\|-2.70\|8.51\|8.62\|8.21\|242781;2026-06-29\|8.24\|-0.48\|8.25\|8.32\|8.00\|245245;2026-06-30\|8.18\|-0.73\|8.19\|8.23\|8.04\|245163;2026-07-01\|8.84\|8.07\|8.20\|9.00\|8.20\|605476;2026-07-02\|8.79\|-0.57\|8.92\|8.97\|8.74\|478056;2026-07-03\|8.85\|0.68\|8.83\|9.08\|8.72\|377690;2026-07-06\|8.94\|1.02\|8.87\|9.16\|8.84\|398955;2026-07-07\|8.42\|-5.82\|8.91\|8.92\|8.39\|358142;2026-07-08\|8.33\|-1.07\|8.44\|8.54\|8.28\|249332;2026-07-09\|8.61\|3.36\|8.35\|8.72\|8.34\|340487;2026-07-10\|8.75\|1.63\|8.74\|8.87\|8.45\|421526;2026-07-13\|9.26\|5.83\|8.75\|9.35\|8.49\|969071;2026-07-14\|9.16\|-1.08\|9.08\|9.24\|8.92\|617417;2026-07-15\|9.56\|4.37\|9.15\|9.62\|9.06\|646020;2026-07-16\|9.56\|0.00\|9.47\|9.68\|9.26\|532111;2026-07-17\|9.02\|-5.65\|9.49\|9.68\|9.01\|548471;2026-07-20\|9.25\|2.55\|9.04\|9.46\|9.00\|520298;2026-07-21\|9.22\|-0.32\|9.10\|9.22\|8.83\|505881;2026-07-22\|8.89\|-3.58\|9.13\|9.20\|8.86\|461646;2026-07-23\|9.28\|4.39\|8.91\|9.30\|8.73\|540340;2026-07-24\|8.90\|-4.09\|9.29\|9.42\|8.86\|534109
9048	全球规模最大的液化天然气出口工厂停摆	瓶级聚酯切片+PTA龙头+机器人概念行业原因：据央视财经4月6日报道，随着原油的上涨带动合成纤维涨价，整体涤纶的价格在近一个月内上涨超10%。涤纶长丝在今年3月份由每吨约7180元涨至每吨9300元，锦纶部分型号每吨单日跳涨2000元。公司原因： 1、据2025年半年报，公司的主营业务以瓶级聚酯切片、PTA的生产与销售为核心，以PBT工程塑料、热电的生产与销售等业务为补充。公司长期聚焦于“PTA—瓶级聚酯切片”产业链一体化发展，在聚酯行业积累了深厚实力，产能规模居全球前列，处于行业领先地位。 2、据2025年10月23日互动易，公司瓶级聚酯切片部分出口欧盟，国外营收占比较小。 3、据2025年6月25日公告，公司参投基金以股权投资方式切入安徽聆动通用机器人科技有限公司，布局人形机器人赛道。	公司旗下海伦石化拥有PTA产能180万吨/年，是目前中国和亚洲最大生产商之一，且拥有年产320万吨PTA技改扩能项目在建	2026-03-17\|3.30\|10.00\|2.97\|3.30\|2.86\|2539498;2026-03-18\|3.63\|10.00\|3.36\|3.63\|3.28\|4150099;2026-03-19\|3.29\|-9.37\|3.66\|3.86\|3.27\|5291437;2026-03-20\|2.96\|-10.03\|3.29\|3.37\|2.96\|3832417;2026-03-23\|2.66\|-10.14\|2.75\|2.86\|2.66\|3438113;2026-03-24\|2.70\|1.50\|2.66\|2.71\|2.53\|2770355;2026-03-25\|2.66\|-1.48\|2.59\|2.67\|2.57\|2266544;2026-03-26\|2.51\|-5.64\|2.63\|2.70\|2.49\|1882069;2026-03-27\|2.60\|3.59\|2.49\|2.64\|2.47\|2002998;2026-03-30\|2.54\|-2.31\|2.62\|2.70\|2.46\|1575584;2026-03-31\|2.42\|-4.72\|2.54\|2.57\|2.41\|1404455;2026-04-01\|2.51\|3.72\|2.47\|2.52\|2.43\|1253840;2026-04-02\|2.40\|-4.38\|2.48\|2.49\|2.39\|806438;2026-04-03\|2.29\|-4.58\|2.40\|2.41\|2.28\|780757;2026-04-07\|2.52\|10.04\|2.32\|2.52\|2.30\|836959;2026-04-08\|2.56\|1.59\|2.52\|2.60\|2.43\|2087697;2026-04-09\|2.51\|-1.95\|2.55\|2.60\|2.48\|1200449;2026-04-10\|2.48\|-1.20\|2.50\|2.52\|2.46\|875676;2026-04-13\|2.53\|2.02\|2.51\|2.54\|2.45\|948368;2026-04-14\|2.51\|-0.79\|2.54\|2.55\|2.47\|632478;2026-04-15\|2.43\|-3.19\|2.50\|2.50\|2.42\|574781;2026-04-16\|2.43\|0.00\|2.42\|2.45\|2.40\|509008;2026-04-17\|2.40\|-1.23\|2.43\|2.44\|2.39\|439834;2026-04-20\|2.45\|2.08\|2.41\|2.46\|2.41\|563133;2026-04-21\|2.47\|0.82\|2.44\|2.47\|2.41\|543418;2026-04-22\|2.44\|-1.21\|2.46\|2.47\|2.41\|406321;2026-04-23\|2.40\|-1.64\|2.43\|2.46\|2.38\|508302;2026-04-24\|2.64\|10.00\|2.40\|2.64\|2.38\|1475914;2026-04-27\|2.66\|0.76\|2.64\|2.76\|2.56\|2281366;2026-04-28\|2.67\|0.38\|2.64\|2.72\|2.63\|1424373;2026-04-30\|2.54\|-4.87\|2.54\|2.54\|2.54\|15400;2026-05-06\|2.41\|-5.12\|2.41\|2.41\|2.41\|10439;2026-05-07\|2.29\|-4.98\|2.29\|2.29\|2.29\|14656;2026-05-08\|2.18\|-4.80\|2.18\|2.18\|2.18\|9398;2026-05-11\|2.07\|-5.05\|2.07\|2.07\|2.07\|16012;2026-05-12\|1.97\|-4.83\|1.97\|1.97\|1.97\|8827;2026-05-13\|1.87\|-5.08\|1.87\|1.87\|1.87\|45170;2026-05-14\|1.78\|-4.81\|1.78\|1.78\|1.78\|110966;2026-05-15\|1.69\|-5.06\|1.69\|1.69\|1.69\|23106;2026-05-18\|1.61\|-4.73\|1.61\|1.61\|1.61\|35687;2026-05-19\|1.53\|-4.97\|1.53\|1.53\|1.53\|19391;2026-05-20\|1.45\|-5.23\|1.45\|1.49\|1.45\|1478046;2026-05-21\|1.38\|-4.83\|1.38\|1.41\|1.38\|789520;2026-05-22\|1.31\|-5.07\|1.31\|1.36\|1.31\|1799387;2026-05-25\|1.38\|5.34\|1.28\|1.38\|1.28\|1481602;2026-05-26\|1.31\|-5.07\|1.39\|1.39\|1.31\|1121841;2026-05-27\|1.29\|-1.53\|1.26\|1.31\|1.24\|837588;2026-05-28\|1.35\|4.65\|1.29\|1.35\|1.28\|517086;2026-05-29\|1.42\|5.19\|1.39\|1.42\|1.37\|1262952;2026-06-01\|1.46\|2.82\|1.41\|1.49\|1.35\|1383202;2026-06-02\|1.53\|4.79\|1.42\|1.53\|1.41\|1216206;2026-06-03\|1.47\|-3.92\|1.53\|1.57\|1.46\|1083337;2026-06-04\|1.40\|-4.76\|1.44\|1.45\|1.40\|782832;2026-06-05\|1.37\|-2.14\|1.37\|1.42\|1.34\|702804;2026-06-08\|1.32\|-3.65\|1.32\|1.38\|1.31\|554752;2026-06-09\|1.35\|2.27\|1.33\|1.38\|1.32\|570495;2026-06-10\|1.42\|5.19\|1.39\|1.42\|1.39\|859840;2026-06-11\|1.40\|-1.41\|1.37\|1.42\|1.35\|780140;2026-06-12\|1.46\|4.29\|1.41\|1.47\|1.41\|899501;2026-06-15\|1.50\|2.74\|1.44\|1.53\|1.42\|836005;2026-06-16\|1.58\|5.33\|1.49\|1.58\|1.47\|636509;2026-06-17\|1.66\|5.06\|1.63\|1.66\|1.62\|195086;2026-06-18\|1.71\|3.01\|1.74\|1.74\|1.64\|1423076;2026-06-22\|1.62\|-5.26\|1.62\|1.62\|1.62\|195702;2026-06-23\|1.54\|-4.94\|1.54\|1.54\|1.54\|99964;2026-06-24\|1.58\|2.60\|1.46\|1.61\|1.46\|883260;2026-06-25\|1.50\|-5.06\|1.53\|1.56\|1.50\|604108;2026-06-26\|1.50\|0.00\|1.51\|1.56\|1.50\|375316;2026-06-29\|1.58\|5.33\|1.50\|1.58\|1.50\|499681;2026-06-30\|1.66\|5.06\|1.59\|1.66\|1.58\|270549;2026-07-01\|1.63\|-1.81\|1.74\|1.74\|1.59\|669495;2026-07-02\|1.67\|2.45\|1.65\|1.71\|1.65\|593635;2026-07-03\|1.65\|-1.20\|1.59\|1.69\|1.59\|501942;2026-07-06\|1.73\|4.85\|1.65\|1.80\|1.65\|617950;2026-07-07\|1.76\|1.73\|1.73\|1.82\|1.65\|606681;2026-07-08\|1.87\|6.25\|1.79\|1.93\|1.78\|856929;2026-07-09\|1.72\|-8.02\|1.87\|1.87\|1.68\|923161;2026-07-10\|1.82\|5.81\|1.72\|1.82\|1.72\|512236;2026-07-13\|1.88\|3.30\|1.79\|1.92\|1.77\|548239;2026-07-14\|1.88\|0.00\|1.87\|1.94\|1.83\|583855;2026-07-15\|1.87\|-0.53\|1.83\|1.87\|1.80\|434410;2026-07-16\|1.83\|-2.14\|1.86\|1.93\|1.82\|393654;2026-07-17\|1.67\|-8.74\|1.80\|1.82\|1.65\|658778;2026-07-20\|1.68\|0.60\|1.71\|1.74\|1.66\|323755;2026-07-21\|1.63\|-2.98\|1.69\|1.70\|1.51\|518457;2026-07-22\|1.60\|-1.84\|1.63\|1.70\|1.59\|254298;2026-07-23\|1.60\|0.00\|1.61\|1.62\|1.56\|223364;2026-07-24\|1.59\|-0.62\|1.62\|1.66\|1.58\|219850
9047	美国拟组建霍尔木兹海峡“护航联盟”	VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，子公司大连海能拟5.98亿元收购上海液化气100%股权	2026-03-17\|23.22\|-2.31\|23.97\|24.49\|23.10\|1041975;2026-03-18\|24.88\|7.15\|23.11\|25.54\|22.67\|1413916;2026-03-19\|23.73\|-4.62\|24.97\|25.28\|23.22\|1221472;2026-03-20\|23.46\|-1.14\|23.88\|24.66\|22.88\|954833;2026-03-23\|23.52\|0.26\|23.49\|24.64\|23.32\|1057160;2026-03-24\|25.87\|9.99\|23.90\|25.87\|23.32\|1458180;2026-03-25\|25.33\|-2.09\|26.70\|27.17\|24.68\|1443013;2026-03-26\|23.90\|-5.65\|25.33\|25.33\|23.66\|1148116;2026-03-27\|23.69\|-0.88\|23.49\|24.29\|22.70\|937879;2026-03-30\|22.60\|-4.60\|23.23\|23.74\|22.20\|1083890;2026-03-31\|22.00\|-2.65\|22.92\|23.09\|21.66\|957433;2026-04-01\|23.65\|7.50\|22.38\|24.15\|22.20\|1143219;2026-04-02\|24.27\|2.62\|23.14\|25.82\|23.14\|1207641;2026-04-03\|24.85\|2.39\|25.50\|26.00\|24.79\|926666;2026-04-07\|25.95\|4.43\|25.76\|26.45\|25.02\|877940;2026-04-08\|26.07\|0.46\|25.50\|27.00\|24.33\|1317248;2026-04-09\|25.56\|-1.96\|26.53\|26.81\|24.96\|756040;2026-04-10\|24.11\|-5.67\|25.66\|25.76\|23.80\|1027029;2026-04-13\|22.93\|-4.89\|24.07\|24.08\|22.70\|836955;2026-04-14\|22.75\|-0.79\|22.87\|23.19\|22.30\|863606;2026-04-15\|22.42\|-1.45\|22.50\|23.02\|22.35\|667868;2026-04-16\|21.99\|-1.92\|22.45\|22.65\|21.89\|643662;2026-04-17\|21.95\|-0.18\|21.88\|22.02\|21.20\|865523;2026-04-20\|22.28\|1.50\|22.13\|22.53\|21.66\|591031;2026-04-21\|22.39\|0.49\|22.20\|22.78\|22.06\|612637;2026-04-22\|21.90\|-2.19\|22.20\|22.43\|21.14\|962180;2026-04-23\|21.45\|-2.05\|21.55\|21.68\|21.15\|618256;2026-04-24\|21.26\|-0.89\|21.35\|21.57\|21.07\|467270;2026-04-27\|21.50\|1.13\|21.57\|21.84\|21.05\|500977;2026-04-28\|21.05\|-2.09\|21.66\|21.70\|20.60\|727972;2026-04-29\|21.74\|3.28\|21.30\|21.80\|21.20\|677076;2026-04-30\|21.59\|-0.69\|21.33\|21.75\|20.90\|547844;2026-05-06\|22.32\|3.38\|22.00\|22.48\|21.01\|1050790;2026-05-07\|22.69\|1.66\|22.20\|23.62\|22.11\|1009106;2026-05-08\|23.42\|3.22\|22.25\|23.66\|22.25\|1027486;2026-05-11\|22.38\|-4.44\|23.00\|23.00\|21.74\|888746;2026-05-12\|22.15\|-1.03\|22.22\|22.90\|22.05\|473653;2026-05-13\|22.45\|1.35\|22.05\|22.82\|22.05\|531678;2026-05-14\|22.81\|1.60\|22.10\|23.46\|21.81\|897153;2026-05-15\|21.87\|-4.12\|22.60\|23.00\|21.62\|617325;2026-05-18\|21.48\|-1.78\|21.41\|21.70\|20.82\|524196;2026-05-19\|21.69\|0.98\|21.80\|22.22\|21.46\|442408;2026-05-20\|22.64\|4.38\|21.49\|22.80\|21.49\|575624;2026-05-21\|22.62\|-0.09\|22.63\|23.85\|22.47\|811558;2026-05-22\|22.80\|0.80\|23.20\|23.20\|22.26\|599608;2026-05-25\|21.88\|-4.04\|23.10\|23.99\|21.83\|978163;2026-05-26\|21.23\|-2.97\|21.57\|22.00\|20.62\|767966;2026-05-27\|20.30\|-4.38\|21.16\|21.38\|20.00\|700519;2026-05-28\|19.85\|-2.22\|20.10\|20.29\|19.74\|503465;2026-05-29\|19.48\|-1.86\|19.64\|19.95\|19.25\|670406;2026-06-01\|18.80\|-3.49\|19.66\|19.68\|18.68\|645040;2026-06-02\|18.55\|-1.33\|18.98\|19.00\|18.15\|678512;2026-06-03\|17.94\|-3.29\|18.44\|18.50\|17.75\|681441;2026-06-04\|17.70\|-1.34\|17.90\|18.20\|17.59\|609975;2026-06-05\|17.59\|-0.62\|17.99\|18.00\|17.29\|590650;2026-06-08\|16.75\|-4.78\|17.51\|17.75\|16.72\|612500;2026-06-09\|16.81\|0.36\|16.92\|17.01\|16.43\|519300;2026-06-10\|16.58\|-1.37\|16.81\|17.41\|16.37\|544143;2026-06-11\|16.65\|0.42\|16.75\|16.85\|15.99\|552432;2026-06-12\|17.50\|5.11\|16.93\|17.88\|16.93\|1089144;2026-06-15\|19.25\|10.00\|19.25\|19.25\|19.25\|171829;2026-06-16\|17.90\|-7.01\|19.77\|19.97\|17.50\|1798831;2026-06-17\|19.69\|10.00\|18.10\|19.69\|18.00\|1067794;2026-06-18\|19.30\|-1.98\|19.90\|20.10\|18.88\|1281214;2026-06-22\|20.44\|5.91\|19.15\|20.63\|18.55\|1397919;2026-06-23\|20.75\|1.52\|20.62\|21.55\|20.52\|1202664;2026-06-24\|22.83\|10.02\|21.41\|22.83\|21.22\|1264017;2026-06-25\|21.78\|-4.60\|22.51\|22.75\|21.60\|1663381;2026-06-26\|19.96\|-8.36\|20.80\|20.95\|19.73\|1073491;2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152;2026-07-13\|15.36\|-2.60\|16.00\|16.15\|15.20\|621155;2026-07-14\|15.28\|-0.52\|15.21\|15.28\|14.67\|715581;2026-07-15\|15.83\|3.60\|15.28\|16.33\|15.28\|805554;2026-07-16\|14.94\|-5.62\|15.55\|15.63\|14.80\|636168;2026-07-17\|14.21\|-2.40\|14.53\|14.68\|14.06\|571802;2026-07-20\|14.52\|2.18\|14.41\|14.86\|14.23\|761040;2026-07-21\|14.88\|2.48\|14.65\|14.89\|14.15\|734105;2026-07-22\|15.66\|5.24\|15.06\|15.84\|15.06\|879603;2026-07-23\|16.01\|2.23\|15.84\|16.03\|15.20\|659779;2026-07-24\|15.55\|-2.87\|16.12\|16.40\|15.34\|773587
9046	美国拟组建霍尔木兹海峡“护航联盟”	提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-03-17\|16.49\|-1.55\|16.80\|17.07\|16.42\|1444409;2026-03-18\|18.02\|9.28\|16.38\|18.14\|16.07\|2548815;2026-03-19\|17.66\|-2.00\|18.00\|18.30\|16.97\|2304549;2026-03-20\|16.78\|-4.98\|17.64\|17.78\|16.59\|1874487;2026-03-23\|17.00\|1.31\|17.20\|17.84\|16.70\|1888872;2026-03-24\|18.10\|6.47\|17.45\|18.45\|17.01\|2459788;2026-03-25\|17.41\|-3.81\|18.41\|18.53\|17.07\|2240066;2026-03-26\|16.69\|-4.14\|17.20\|17.39\|16.61\|1564728;2026-03-27\|17.10\|2.46\|16.72\|17.69\|16.30\|1536914;2026-03-30\|17.03\|-0.41\|17.02\|17.30\|16.60\|1232291;2026-03-31\|16.36\|-3.93\|17.32\|17.37\|15.92\|1519896;2026-04-01\|18.00\|10.02\|16.68\|18.00\|16.68\|1968440;2026-04-02\|19.47\|8.17\|18.15\|19.80\|18.14\|3299876;2026-04-03\|20.39\|4.73\|20.05\|21.31\|20.05\|2125534;2026-04-07\|20.26\|-0.64\|20.76\|20.97\|19.98\|1695437;2026-04-08\|20.16\|-0.49\|19.19\|21.27\|19.05\|2672325;2026-04-09\|19.75\|-2.03\|20.33\|20.75\|18.86\|2002806;2026-04-10\|19.08\|-3.39\|19.60\|19.75\|18.70\|2246866;2026-04-13\|18.22\|-4.51\|18.70\|18.92\|18.05\|1779408;2026-04-14\|18.53\|1.70\|18.20\|19.03\|17.81\|2074420;2026-04-15\|18.44\|-0.49\|18.18\|19.10\|17.95\|1383490;2026-04-16\|18.08\|-1.95\|18.57\|18.69\|18.00\|1171557;2026-04-17\|18.55\|2.60\|17.99\|18.66\|17.80\|1413364;2026-04-20\|19.08\|2.86\|18.33\|19.11\|18.13\|1577667;2026-04-21\|19.09\|0.05\|19.09\|19.73\|18.64\|1560757;2026-04-22\|17.96\|-5.92\|18.88\|18.97\|17.38\|2293764;2026-04-23\|17.52\|-2.45\|17.30\|17.88\|17.25\|1430789;2026-04-24\|17.43\|-0.51\|17.44\|17.60\|16.90\|1428768;2026-04-27\|17.19\|-1.38\|17.40\|17.66\|16.98\|1085703;2026-04-28\|16.80\|-2.27\|17.19\|17.43\|16.66\|1114386;2026-04-29\|17.61\|4.82\|17.15\|17.71\|17.00\|1236800;2026-04-30\|17.60\|-0.06\|17.20\|17.93\|16.88\|1177278;2026-05-06\|18.64\|5.91\|18.13\|18.72\|17.10\|2173571;2026-05-07\|18.43\|-1.13\|18.49\|19.51\|17.72\|2647580;2026-05-08\|19.49\|5.75\|18.09\|19.86\|18.09\|2398055;2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801;2026-07-13\|14.83\|-4.14\|15.56\|15.56\|14.67\|1081245;2026-07-14\|15.04\|1.42\|14.60\|15.04\|14.43\|1003165;2026-07-15\|15.26\|1.46\|15.20\|15.92\|15.09\|1216505;2026-07-16\|14.16\|-7.21\|14.94\|14.96\|14.10\|1262490;2026-07-17\|13.91\|-1.77\|14.10\|14.34\|13.81\|1009076;2026-07-20\|14.29\|2.73\|14.13\|14.36\|13.86\|1202267;2026-07-21\|14.72\|3.01\|14.30\|14.79\|13.86\|1087636;2026-07-22\|15.76\|7.07\|14.73\|15.79\|14.72\|1295192;2026-07-23\|15.87\|0.70\|15.65\|16.18\|14.97\|1210772;2026-07-24\|15.70\|-1.07\|16.00\|16.25\|15.47\|1033285
9045		塑木外销+募投产能+退税到账 1、据2025年8月28日半年报及2025年12月16日机构调研，公司自主品牌“NewTechWood”已进驻Home Depot、Lowe’s等全球渠道，境外营收占比96.60%，募投项目“新型环保塑木型材产业化项目一期”2026年起陆续投产，产能释放将显著提升供应能力。 2、据2026年5月20日互动易，美国子公司已收到部分退税款项，相关收益将按准则计入财务报表。	公司主要从事塑木复合材料，主要产品为户外地板、墙板、组合地板等新型环保塑木型材	2026-03-17\|23.68\|-5.32\|25.27\|25.71\|23.50\|43314;2026-03-18\|26.32\|11.15\|23.63\|26.55\|23.56\|96370;2026-03-19\|25.40\|-3.50\|25.55\|26.18\|25.01\|48935;2026-03-20\|24.34\|-4.17\|25.28\|25.78\|24.18\|42944;2026-03-23\|21.72\|-10.76\|24.00\|24.20\|21.36\|63595;2026-03-24\|22.40\|3.13\|22.70\|23.38\|21.89\|55865;2026-03-25\|23.44\|4.64\|22.53\|23.58\|22.47\|38260;2026-03-26\|23.85\|1.75\|23.87\|23.87\|22.81\|32926;2026-03-27\|23.30\|-2.31\|23.86\|23.86\|22.94\|31484;2026-03-30\|22.77\|-2.27\|23.16\|23.20\|22.45\|29982;2026-03-31\|22.08\|-3.03\|22.75\|23.18\|21.96\|23024;2026-04-01\|21.61\|-2.13\|22.59\|22.80\|21.37\|29414;2026-04-02\|20.84\|-3.56\|21.72\|21.72\|20.64\|34474;2026-04-03\|20.55\|-1.39\|20.94\|21.45\|20.23\|28822;2026-04-07\|20.86\|1.51\|20.55\|21.23\|20.44\|18615;2026-04-08\|21.48\|2.97\|21.66\|21.66\|21.00\|40424;2026-04-09\|20.60\|-4.10\|21.41\|21.43\|20.39\|29004;2026-04-10\|20.78\|0.87\|20.90\|21.38\|20.70\|22967;2026-04-13\|20.73\|-0.24\|20.71\|20.83\|20.35\|20233;2026-04-14\|21.21\|2.32\|20.83\|21.71\|20.52\|50965;2026-04-15\|22.05\|3.96\|21.94\|23.38\|21.28\|94784;2026-04-16\|21.69\|-1.63\|22.41\|22.78\|21.48\|63345;2026-04-17\|21.52\|-0.78\|21.48\|21.80\|21.33\|34773;2026-04-20\|22.52\|4.65\|21.53\|22.76\|21.35\|46448;2026-04-21\|22.42\|-0.44\|22.43\|23.20\|22.05\|36360;2026-04-22\|23.83\|6.29\|22.46\|24.08\|22.00\|75173;2026-04-23\|26.75\|12.25\|24.58\|27.88\|23.84\|197069;2026-04-24\|29.30\|9.53\|29.17\|30.93\|27.65\|245355;2026-04-27\|31.95\|9.04\|29.00\|32.57\|27.85\|183319;2026-04-28\|30.48\|-4.60\|31.97\|32.10\|30.02\|127292;2026-04-29\|30.21\|-0.89\|30.93\|31.40\|29.31\|100841;2026-04-30\|34.35\|13.70\|31.17\|34.81\|30.72\|136653;2026-05-06\|35.22\|2.53\|34.46\|36.42\|33.05\|135382;2026-05-07\|35.95\|2.07\|34.87\|35.95\|34.23\|106360;2026-05-08\|35.89\|-0.17\|35.76\|36.98\|34.08\|97736;2026-05-11\|35.50\|-1.09\|36.50\|38.40\|34.80\|90497;2026-05-12\|33.93\|-4.42\|34.94\|35.79\|33.38\|98009;2026-05-13\|36.28\|6.93\|33.50\|37.27\|33.11\|105579;2026-05-14\|35.31\|-2.67\|36.35\|37.26\|34.90\|66627;2026-05-15\|35.53\|0.62\|35.04\|36.20\|33.93\|62328;2026-05-18\|34.43\|-3.10\|34.67\|36.18\|34.00\|80027;2026-05-19\|35.99\|4.53\|34.21\|36.20\|34.08\|66114;2026-05-20\|34.16\|-5.08\|35.26\|36.26\|32.80\|80517;2026-05-21\|33.44\|-2.11\|34.31\|36.14\|33.20\|85707;2026-05-22\|40.13\|20.01\|33.94\|40.13\|33.42\|102400;2026-05-25\|41.31\|2.94\|40.84\|43.33\|40.21\|174109;2026-05-26\|41.00\|-0.75\|41.00\|42.93\|39.68\|103677;2026-05-27\|41.29\|0.71\|41.53\|42.49\|39.80\|100838;2026-05-28\|40.05\|-3.00\|41.29\|41.87\|38.40\|108464;2026-05-29\|36.86\|-7.96\|39.24\|40.00\|36.50\|89886;2026-06-01\|35.47\|-3.77\|36.47\|36.85\|35.20\|49559;2026-06-02\|35.57\|0.28\|35.33\|35.97\|34.20\|32929;2026-06-03\|36.77\|3.37\|35.73\|37.73\|35.22\|62791;2026-06-04\|34.48\|-6.23\|36.42\|37.34\|34.03\|70382;2026-06-05\|35.00\|1.51\|35.00\|36.50\|33.19\|59522;2026-06-08\|34.08\|-2.63\|34.02\|35.99\|33.00\|55475;2026-06-09\|35.14\|3.11\|34.76\|35.26\|33.66\|53584;2026-06-10\|35.00\|-0.40\|34.81\|36.00\|34.00\|46548;2026-06-11\|34.64\|-1.03\|34.37\|35.49\|33.00\|40744;2026-06-12\|37.08\|7.04\|35.00\|37.99\|34.70\|79753;2026-06-15\|38.30\|3.29\|36.90\|38.30\|35.95\|81036;2026-06-16\|37.33\|-2.53\|37.53\|38.53\|36.76\|63545;2026-06-17\|41.32\|10.69\|36.00\|41.54\|36.00\|91337;2026-06-18\|41.14\|-0.44\|40.58\|41.54\|39.60\|69069;2026-06-22\|41.27\|0.32\|41.16\|44.00\|39.77\|65382;2026-06-23\|41.17\|-0.24\|40.81\|42.00\|40.22\|43898;2026-06-24\|38.63\|-6.17\|41.00\|41.17\|37.05\|59283;2026-06-25\|38.18\|-1.16\|38.30\|40.59\|37.55\|58129;2026-06-26\|41.60\|8.96\|38.20\|42.66\|37.27\|62117;2026-06-29\|38.89\|-6.51\|40.80\|41.75\|37.40\|53179;2026-06-30\|43.76\|12.52\|39.25\|44.30\|38.20\|64156;2026-07-01\|46.23\|5.64\|43.63\|46.50\|42.36\|76333;2026-07-02\|48.88\|5.73\|45.59\|50.95\|45.19\|94073;2026-07-03\|53.90\|10.27\|46.45\|54.49\|46.29\|101543;2026-07-06\|52.80\|-2.04\|55.00\|55.18\|51.20\|85753;2026-07-07\|52.64\|-0.30\|52.98\|53.92\|50.80\|57661;2026-07-08\|49.01\|-6.90\|51.87\|52.78\|48.14\|68493;2026-07-09\|48.30\|-1.45\|49.02\|49.98\|47.20\|50560;2026-07-10\|55.43\|14.76\|48.50\|57.15\|47.55\|116946;2026-07-13\|44.63\|-19.48\|52.00\|54.00\|44.34\|93769;2026-07-14\|43.43\|-2.69\|45.00\|46.40\|42.00\|71915;2026-07-15\|43.27\|-0.37\|43.43\|44.89\|41.85\|49224;2026-07-16\|39.90\|-7.68\|41.87\|42.98\|39.50\|48284;2026-07-17\|32.60\|-18.30\|39.59\|40.05\|32.00\|79824;2026-07-20\|27.73\|-14.94\|33.57\|33.85\|26.90\|75186;2026-07-21\|33.28\|20.01\|28.50\|33.28\|26.50\|97333;2026-07-22\|34.01\|2.19\|32.80\|35.66\|32.16\|99122;2026-07-23\|33.88\|-0.38\|34.34\|35.00\|32.10\|57972;2026-07-24\|32.77\|-3.28\|33.24\|34.01\|32.14\|38736
9044		控制权变更+新能源车过滤+空气过滤+大飞机 1、据2026年5月15日公告，控股股东汇投控股及其一致行动人与金丹良、陈永聪签署《股份转让协议》，拟转让公司29.60%股份，交易对价约14.52亿元，完成后实控人将变更为金丹良。 2、据2026年5月19日公告，公司拟变更募投项目为“金海高科高效过滤产品研发及产业化项目”，增加实施主体和地点，重点生产针对新能源汽车的CN95级空滤、活性炭抗菌复合滤芯、HEPA高效过滤器等高端产品。 3、据2025年年报，公司主营高性能过滤材料及过滤器，是空调过滤网细分领域龙头，产品应用于空调、空气净化器、新能源汽车、轨道交通、大飞机等场景，已实现中高端滤材“进口替代”。	空调过滤网细分行业龙头，客户包括格力、美的、奥克”、海尔，海信、大金、三菱、日立，三星等	2026-03-17\|15.84\|0.89\|15.75\|16.36\|15.60\|40555;2026-03-18\|17.42\|9.97\|15.84\|17.42\|15.71\|112619;2026-03-19\|16.91\|-2.93\|17.31\|17.55\|16.88\|140539;2026-03-20\|16.35\|-3.31\|17.28\|17.33\|16.25\|75189;2026-03-23\|14.72\|-9.97\|16.32\|16.32\|14.72\|90202;2026-03-24\|15.28\|3.80\|14.70\|15.44\|14.16\|102217;2026-03-25\|16.28\|6.54\|15.40\|16.44\|15.21\|86586;2026-03-26\|16.33\|0.31\|16.45\|16.50\|16.15\|56309;2026-03-27\|16.43\|0.61\|16.12\|16.59\|15.96\|41477;2026-03-30\|16.47\|0.24\|16.43\|17.04\|16.21\|67510;2026-03-31\|16.41\|-0.36\|16.45\|16.99\|16.33\|47763;2026-04-01\|16.96\|3.35\|16.64\|17.11\|16.46\|49752;2026-04-02\|16.45\|-3.01\|17.29\|17.49\|16.28\|57566;2026-04-03\|15.76\|-4.19\|16.75\|16.75\|15.71\|46028;2026-04-07\|15.83\|0.44\|15.81\|16.12\|15.50\|36322;2026-04-08\|17.41\|9.98\|16.20\|17.41\|16.07\|82766;2026-04-09\|17.47\|0.34\|17.14\|18.00\|17.13\|132191;2026-04-10\|17.70\|1.32\|17.82\|17.92\|17.28\|92843;2026-04-13\|18.69\|5.59\|17.34\|19.40\|17.34\|178646;2026-04-14\|19.05\|1.93\|18.90\|19.27\|18.20\|126417;2026-04-15\|18.92\|-0.68\|19.45\|20.10\|18.70\|158911;2026-04-16\|19.70\|4.12\|19.00\|19.70\|18.46\|134349;2026-04-17\|19.90\|1.02\|19.55\|20.33\|19.32\|100441;2026-04-20\|18.96\|-4.72\|19.90\|19.90\|18.75\|126133;2026-04-21\|19.02\|0.32\|18.97\|19.42\|18.73\|64943;2026-04-22\|18.53\|-2.58\|19.12\|19.15\|18.53\|66951;2026-04-23\|18.20\|-1.78\|18.54\|18.98\|18.16\|62676;2026-04-24\|18.92\|3.96\|18.01\|19.58\|17.81\|104243;2026-04-27\|19.07\|0.79\|18.64\|19.45\|18.50\|65083;2026-04-28\|19.40\|1.73\|19.17\|20.47\|19.17\|102587;2026-04-29\|20.07\|3.45\|19.38\|20.73\|19.10\|108647;2026-04-30\|19.75\|-1.59\|20.00\|20.65\|19.70\|91616;2026-05-06\|20.00\|1.27\|19.75\|20.55\|19.36\|93025;2026-05-07\|21.00\|5.00\|20.00\|21.36\|19.90\|99782;2026-05-08\|23.10\|10.00\|20.91\|23.10\|20.69\|154324;2026-05-18\|25.41\|10.00\|24.53\|25.41\|22.85\|227008;2026-05-19\|27.95\|10.00\|25.98\|27.95\|25.98\|383247;2026-05-20\|28.61\|2.36\|26.79\|29.32\|25.51\|337500;2026-05-21\|31.20\|9.05\|28.14\|31.47\|28.00\|332819;2026-05-22\|31.46\|0.83\|29.99\|32.99\|29.99\|312184;2026-05-25\|28.74\|-8.65\|31.26\|31.34\|28.31\|254583;2026-05-26\|29.23\|1.70\|28.88\|30.50\|28.01\|169743;2026-05-27\|30.21\|3.35\|28.90\|31.61\|28.26\|172932;2026-05-28\|30.50\|0.96\|30.30\|30.98\|29.29\|113218;2026-05-29\|30.16\|-1.11\|30.29\|32.18\|29.60\|153017;2026-06-01\|31.00\|2.79\|29.77\|32.49\|29.60\|165003;2026-06-02\|34.10\|10.00\|30.82\|34.10\|29.40\|209368;2026-06-03\|37.51\|10.00\|35.40\|37.51\|33.33\|211575;2026-06-04\|38.53\|2.72\|37.51\|39.30\|36.50\|204441;2026-06-05\|40.92\|6.20\|38.14\|41.19\|37.14\|197259;2026-06-08\|36.83\|-10.00\|38.90\|39.20\|36.83\|147806;2026-06-09\|38.51\|4.56\|37.50\|39.50\|35.51\|215205;2026-06-10\|38.53\|0.05\|37.40\|40.26\|36.88\|147335;2026-06-11\|38.93\|1.04\|37.48\|40.00\|37.37\|144042;2026-06-12\|38.51\|-1.08\|39.17\|41.19\|37.25\|194320;2026-06-15\|39.07\|1.45\|38.05\|39.89\|35.63\|184389;2026-06-16\|40.80\|4.43\|39.50\|42.90\|38.40\|177902;2026-06-17\|40.39\|-1.00\|40.76\|41.82\|39.52\|186130;2026-06-18\|37.03\|-8.32\|39.99\|40.98\|36.35\|241281;2026-06-22\|38.68\|4.46\|37.03\|39.33\|36.41\|159540;2026-06-23\|36.64\|-5.27\|38.30\|39.18\|36.50\|122292;2026-06-24\|33.98\|-7.26\|36.49\|36.49\|33.63\|186249;2026-06-25\|34.60\|1.82\|34.50\|36.88\|34.12\|150228;2026-06-26\|33.54\|-3.06\|34.15\|35.34\|32.70\|106433;2026-06-29\|33.93\|1.16\|33.20\|34.40\|31.69\|119307;2026-06-30\|36.65\|8.02\|33.93\|37.11\|32.87\|120905;2026-07-01\|35.73\|-2.51\|36.65\|37.67\|35.04\|110863;2026-07-02\|33.18\|-7.14\|34.60\|35.10\|33.00\|95355;2026-07-03\|33.00\|-0.54\|32.44\|34.32\|32.44\|58005;2026-07-06\|31.19\|-5.48\|33.51\|33.69\|31.13\|76040;2026-07-07\|30.51\|-2.18\|31.19\|31.60\|30.36\|58590;2026-07-08\|29.24\|-4.16\|30.39\|30.70\|29.16\|61209;2026-07-09\|29.74\|1.71\|29.24\|30.10\|28.43\|54577;2026-07-10\|30.71\|3.26\|30.33\|32.50\|29.67\|77710;2026-07-13\|28.28\|-7.91\|30.00\|31.33\|28.03\|73989;2026-07-14\|28.25\|-0.11\|28.00\|28.55\|27.10\|50438;2026-07-15\|28.29\|0.14\|28.25\|29.05\|27.64\|50455;2026-07-16\|27.00\|-4.56\|28.16\|28.17\|26.74\|61036;2026-07-17\|24.75\|-8.33\|27.04\|27.49\|24.40\|75479;2026-07-20\|22.46\|-9.25\|25.56\|25.58\|22.28\|85325;2026-07-21\|24.71\|10.02\|23.00\|24.71\|20.38\|94681;2026-07-22\|24.02\|-2.79\|25.70\|26.30\|23.72\|78454;2026-07-23\|25.70\|6.99\|24.35\|26.42\|24.02\|103027;2026-07-24\|25.71\|0.04\|26.08\|27.20\|24.80\|82843
9043	“龙虾”OpenClaw大火	涨停揭秘：公司拥有云操作系统、端云协同引擎及算力资源智慧调度引擎，深度适配AI Agent开发与部署，直接受益OpenClaw引爆的Agent应用浪潮；涨停缘由：OpenClaw等AI Agent框架热度飙升，Token调用量指数级增长；阿里百炼MaaS平台Q1增速超预期，验证Agent商业化拐点已至；公司技术栈契合轻量化、分布式推理需求；资金逻辑：资金提前布局AI Agent基础设施层，聚焦具备底层调度能力、已接入主流MaaS平台的中间件服务商，龙虎榜显示量化资金大幅加仓；风险提示：Agent产业尚处早期，客户付费意愿与商业模式仍在探索；技术迭代快，需持续高研发投入维持竞争力	1、公司与华为就云手机产品达成合作，向华为提供应用于云手机的端云协同引擎、云手机资源调度管理等相关产品模块及技术服务； 2、公司与字节跳动旗下云服务的火山引擎平台合作，共同推出P8-SDWAN设备。	2026-03-17\|34.97\|-3.21\|36.00\|36.00\|34.93\|83986;2026-03-18\|38.65\|10.52\|35.01\|38.77\|35.01\|287183;2026-03-19\|38.40\|-0.65\|37.35\|39.41\|37.18\|221358;2026-03-20\|35.35\|-7.94\|38.78\|39.95\|35.34\|216897;2026-03-23\|32.88\|-6.99\|34.33\|35.10\|32.60\|133146;2026-03-24\|34.38\|4.56\|33.77\|34.45\|32.95\|106606;2026-03-25\|35.39\|2.94\|34.56\|36.20\|34.56\|110668;2026-03-26\|33.05\|-6.61\|35.35\|35.43\|32.91\|108035;2026-03-27\|33.37\|0.97\|32.55\|33.99\|31.90\|76077;2026-03-30\|33.24\|-0.39\|32.70\|33.33\|31.52\|73742;2026-03-31\|32.66\|-1.74\|33.04\|34.20\|32.63\|70216;2026-04-01\|33.21\|1.68\|33.38\|33.73\|32.98\|57529;2026-04-02\|31.84\|-4.13\|32.92\|32.99\|31.61\|77047;2026-04-03\|31.51\|-1.04\|32.06\|32.18\|31.31\|55871;2026-04-07\|31.86\|1.11\|31.70\|32.24\|31.29\|54905;2026-04-08\|34.22\|7.41\|32.80\|34.25\|32.64\|106114;2026-04-09\|34.32\|0.29\|33.58\|34.68\|33.24\|93289;2026-04-10\|34.17\|-0.44\|34.52\|35.15\|34.00\|82478;2026-04-13\|34.10\|-0.20\|33.86\|34.95\|33.82\|58621;2026-04-14\|34.85\|2.20\|34.50\|34.90\|34.36\|66207;2026-04-15\|35.00\|0.43\|34.96\|35.83\|34.44\|83697;2026-04-16\|40.49\|15.69\|36.88\|42.00\|36.88\|530870;2026-04-17\|40.34\|-0.37\|39.41\|41.90\|39.05\|323979;2026-04-20\|40.87\|1.31\|42.01\|42.38\|39.50\|188625;2026-04-21\|42.60\|4.23\|40.24\|43.30\|40.24\|251092;2026-04-22\|43.66\|2.49\|43.46\|44.77\|41.50\|272377;2026-04-23\|40.68\|-6.83\|43.10\|43.60\|40.15\|216463;2026-04-24\|40.14\|-1.33\|39.83\|40.95\|39.47\|133225;2026-04-27\|40.74\|1.49\|39.99\|41.47\|39.00\|147245;2026-04-28\|41.70\|2.36\|40.00\|43.28\|40.00\|214561;2026-04-29\|42.73\|2.47\|40.78\|43.58\|40.78\|167896;2026-04-30\|44.00\|2.97\|43.23\|45.32\|42.23\|209748;2026-05-06\|45.66\|3.77\|45.52\|46.80\|44.43\|187094;2026-05-07\|47.26\|3.50\|45.66\|47.48\|44.44\|176916;2026-05-08\|46.74\|-1.10\|46.93\|48.48\|46.50\|140306;2026-05-11\|49.50\|5.91\|47.19\|50.20\|46.50\|251166;2026-05-12\|48.88\|-1.25\|49.50\|50.40\|48.51\|151544;2026-05-13\|51.26\|4.87\|48.36\|52.00\|47.00\|192426;2026-05-14\|48.78\|-4.84\|52.01\|53.98\|48.68\|156559;2026-05-15\|49.03\|0.51\|49.46\|50.65\|48.41\|143135;2026-05-18\|49.12\|0.18\|49.03\|50.38\|48.29\|93900;2026-05-19\|50.05\|1.89\|48.98\|50.77\|47.18\|169627;2026-05-20\|51.06\|2.02\|50.07\|53.80\|49.51\|153770;2026-05-21\|47.44\|-7.09\|51.32\|52.71\|47.32\|119677;2026-05-22\|50.39\|6.22\|47.90\|51.32\|47.27\|103087;2026-05-25\|51.61\|2.42\|49.80\|52.68\|49.80\|128296;2026-05-26\|49.74\|-3.62\|50.80\|51.35\|48.91\|118002;2026-05-27\|45.95\|-7.62\|49.77\|49.96\|45.66\|155853;2026-05-28\|44.99\|-2.09\|46.10\|46.68\|44.20\|111654;2026-05-29\|41.42\|-7.94\|45.01\|46.11\|40.85\|137280;2026-06-01\|42.14\|1.74\|42.10\|43.42\|41.25\|121949;2026-06-02\|40.28\|-4.41\|41.91\|42.06\|39.54\|100430;2026-06-03\|40.70\|1.04\|40.18\|42.42\|39.80\|110117;2026-06-04\|40.19\|-1.25\|40.21\|41.30\|39.70\|71980;2026-06-05\|39.49\|-1.74\|40.00\|40.58\|38.73\|80456;2026-06-08\|37.48\|-5.09\|38.47\|39.30\|37.06\|101522;2026-06-09\|38.60\|2.99\|37.77\|38.74\|36.90\|96099;2026-06-10\|37.59\|-2.62\|38.01\|38.86\|36.91\|75064;2026-06-11\|36.37\|-3.25\|37.10\|37.50\|35.86\|78556;2026-06-12\|36.35\|-0.06\|37.00\|37.95\|36.13\|94558;2026-06-15\|37.34\|2.72\|36.62\|37.45\|36.41\|94630;2026-06-16\|37.01\|-0.88\|36.90\|37.30\|36.05\|131281;2026-06-17\|40.74\|10.08\|36.51\|41.47\|36.51\|225984;2026-06-18\|40.88\|0.34\|40.80\|42.21\|40.16\|142513;2026-06-22\|43.99\|7.61\|41.16\|44.80\|41.03\|232324;2026-06-23\|40.00\|-9.07\|43.92\|43.99\|38.50\|279941;2026-06-24\|42.38\|5.95\|39.39\|42.77\|38.80\|198963;2026-06-25\|42.12\|-0.61\|42.00\|44.28\|41.90\|151021;2026-06-26\|42.61\|1.16\|41.98\|43.78\|39.89\|192338;2026-06-29\|43.60\|2.32\|42.76\|45.16\|42.00\|206048;2026-06-30\|46.00\|5.50\|43.99\|46.04\|43.62\|203776;2026-07-01\|45.50\|-1.09\|46.20\|48.00\|44.30\|241439;2026-07-02\|45.53\|0.07\|44.00\|48.16\|44.00\|235937;2026-07-03\|46.99\|3.21\|46.00\|49.56\|45.05\|232922;2026-07-06\|44.94\|-4.36\|47.99\|47.99\|43.66\|197666;2026-07-07\|42.63\|-5.14\|45.00\|46.11\|42.33\|143653;2026-07-08\|42.05\|-1.36\|43.00\|43.96\|41.14\|120233;2026-07-09\|42.38\|0.90\|41.95\|42.91\|41.00\|108320;2026-07-10\|41.00\|-3.26\|42.81\|43.16\|40.80\|164364;2026-07-13\|36.80\|-10.24\|40.20\|40.97\|35.77\|187341;2026-07-14\|35.60\|-3.26\|36.31\|36.99\|33.45\|139424;2026-07-15\|34.98\|-1.74\|35.56\|35.85\|34.39\|77028;2026-07-16\|36.27\|3.69\|34.91\|37.30\|34.00\|134187;2026-07-17\|32.16\|-11.33\|36.00\|36.47\|32.00\|140219;2026-07-20\|30.18\|-6.16\|32.96\|33.41\|29.30\|140902;2026-07-21\|31.51\|4.41\|30.35\|31.65\|27.00\|178246;2026-07-22\|31.68\|0.54\|31.51\|32.74\|31.00\|133680;2026-07-23\|33.19\|4.77\|31.54\|33.69\|30.70\|143621;2026-07-24\|35.60\|7.26\|32.60\|36.58\|32.22\|244970
9042	“龙虾”OpenClaw大火	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。	公司“工务智慧运维管理信息系统”已接入DeepSeek-R1大模型，用于轨道交通智能知识整合、工具开发与私域服务	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
9041	“龙虾”OpenClaw大火	低空经济+AI智能体+ST摘帽预期行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年5月29日业绩说明会公告，公司在港口、园区等重点行业的安全监管订单有所增长，尤其在多模态大模型解决方案及视频全链路产品方面已形成多个标杆项目，在手订单充裕，对2026年年报后申请撤销风险警示充满信心。 2、据2026年4月30日年报，公司“无人机智能巡检系统”与“无人车智能巡检系统”已在港口、园区、交通等低空场景落地，打造“空地一体化”具身智能巡检新范式，构建具备语义理解、动态规划、自主执行能力的AI智能体。 3、据2026年5月29日业绩说明会公告，公司AI智能体驱动的数字安全监管系统可同时读取安全规范文本、监控视频及传感器数据，实时感知现场作业动态并推演危险，可灵活部署于电力巡检、港口装卸等领域，目前在AI智能安防、多模态大模型、低空经济等业务方向均已实现项目落地。	公司致力于视频智能化技术研发，将AIGC功能融入到视频生产发布平台业务中，技术赋能视频行业企业的生产、运营、审核及分发业务	2026-03-17\|18.25\|-1.40\|18.61\|18.66\|18.19\|59480;2026-03-18\|20.08\|10.03\|18.44\|20.08\|18.24\|188553;2026-03-19\|21.00\|4.58\|20.60\|22.09\|20.20\|418227;2026-03-20\|20.21\|-3.76\|21.27\|21.54\|20.21\|230561;2026-03-23\|18.19\|-10.00\|20.11\|20.21\|18.19\|181006;2026-03-24\|19.29\|6.05\|18.80\|19.90\|18.12\|148620;2026-03-25\|19.50\|1.09\|19.50\|19.82\|19.35\|85281;2026-03-26\|18.96\|-2.77\|19.49\|19.49\|18.73\|63952;2026-03-27\|18.94\|-0.11\|18.53\|19.10\|18.50\|42416;2026-03-30\|18.79\|-0.79\|18.68\|18.94\|18.31\|48933;2026-03-31\|17.76\|-5.48\|18.61\|18.96\|17.69\|120456;2026-04-01\|17.25\|-2.87\|18.04\|18.20\|16.86\|235139;2026-04-02\|16.39\|-4.99\|17.08\|17.58\|16.26\|141742;2026-04-03\|18.03\|10.01\|16.53\|18.03\|16.53\|160947;2026-04-07\|17.11\|-5.10\|18.23\|18.23\|16.70\|249492;2026-04-08\|18.09\|5.73\|17.36\|18.82\|17.33\|253396;2026-04-09\|17.31\|-4.31\|17.55\|17.70\|17.18\|168109;2026-04-10\|17.05\|-1.50\|17.32\|17.50\|17.05\|123988;2026-04-13\|17.08\|0.18\|16.80\|17.14\|16.77\|80010;2026-04-14\|17.09\|0.06\|17.35\|17.35\|16.88\|69016;2026-04-15\|16.79\|-1.76\|17.07\|17.27\|16.75\|72939;2026-04-16\|16.94\|0.89\|16.76\|16.95\|16.51\|84656;2026-04-17\|15.25\|-9.98\|15.25\|15.25\|15.25\|29964;2026-04-20\|13.73\|-9.97\|13.73\|13.73\|13.73\|27340;2026-04-21\|14.20\|3.42\|12.61\|14.95\|12.61\|533149;2026-04-22\|12.79\|-9.93\|13.13\|13.20\|12.78\|385872;2026-04-23\|12.60\|-1.49\|12.55\|12.85\|12.20\|165230;2026-04-24\|12.63\|0.24\|12.50\|12.85\|12.07\|166233;2026-04-27\|12.41\|-1.74\|12.23\|12.67\|11.43\|227110;2026-04-28\|12.87\|3.71\|12.47\|13.05\|12.24\|200377;2026-04-29\|12.26\|-4.74\|12.62\|12.92\|12.20\|203132;2026-05-06\|11.65\|-4.98\|11.83\|12.12\|11.65\|236749;2026-05-07\|11.70\|0.43\|11.57\|11.94\|11.52\|138635;2026-05-08\|12.29\|5.04\|11.78\|12.29\|11.76\|60053;2026-05-11\|12.90\|4.96\|12.89\|12.90\|12.71\|76552;2026-05-12\|13.55\|5.04\|13.40\|13.55\|13.22\|38030;2026-05-13\|13.73\|1.33\|14.19\|14.19\|13.06\|177362;2026-05-14\|13.52\|-1.53\|14.14\|14.17\|13.35\|79174;2026-05-15\|13.62\|0.74\|13.66\|13.92\|13.31\|67432;2026-05-18\|13.11\|-3.74\|13.43\|13.45\|12.94\|71511;2026-05-19\|13.45\|2.59\|13.04\|13.58\|13.00\|50567;2026-05-20\|12.90\|-4.09\|13.38\|13.47\|12.80\|66308;2026-05-21\|12.26\|-4.96\|12.90\|13.07\|12.26\|77981;2026-05-22\|12.21\|-0.41\|12.19\|12.48\|12.09\|38290;2026-05-25\|11.85\|-2.95\|12.23\|12.42\|11.67\|56130;2026-05-26\|11.93\|0.68\|11.85\|12.32\|11.54\|76813;2026-05-27\|12.36\|3.60\|11.85\|12.47\|11.85\|58095;2026-05-28\|12.29\|-0.57\|12.38\|12.79\|12.20\|50379;2026-05-29\|11.80\|-3.99\|12.56\|12.66\|11.71\|45693;2026-06-01\|12.39\|5.00\|11.93\|12.39\|11.88\|27251;2026-06-02\|13.01\|5.00\|12.65\|13.01\|12.65\|66455;2026-06-03\|12.86\|-1.15\|13.13\|13.39\|12.67\|79405;2026-06-04\|12.60\|-2.02\|12.61\|13.00\|12.49\|55913;2026-06-05\|12.46\|-1.11\|12.62\|12.73\|12.20\|44974;2026-06-08\|11.99\|-3.77\|12.06\|12.60\|11.98\|49133;2026-06-09\|12.04\|0.42\|12.05\|12.17\|11.86\|40297;2026-06-10\|11.69\|-2.91\|11.98\|12.04\|11.44\|41427;2026-06-11\|11.83\|1.20\|11.63\|11.98\|11.40\|44685;2026-06-12\|11.51\|-2.71\|11.95\|11.95\|11.45\|42847;2026-06-15\|11.64\|1.13\|11.50\|11.79\|11.40\|38718;2026-06-16\|11.61\|-0.26\|11.60\|11.86\|11.20\|50003;2026-06-17\|11.11\|-4.31\|11.35\|11.54\|11.03\|56592;2026-06-18\|10.70\|-3.69\|11.11\|11.11\|10.55\|72503;2026-06-22\|10.90\|1.87\|10.70\|11.09\|10.26\|61484;2026-06-23\|11.28\|3.49\|10.89\|11.45\|10.89\|53332;2026-06-24\|10.65\|-4.74\|11.11\|11.18\|10.62\|47381;2026-06-25\|10.12\|-4.98\|10.54\|10.61\|10.12\|35524;2026-06-26\|9.80\|-3.16\|9.94\|10.08\|9.61\|45921;2026-06-29\|10.24\|4.49\|9.68\|10.29\|9.50\|47336;2026-06-30\|10.39\|1.46\|10.09\|10.62\|10.09\|35177;2026-07-01\|10.91\|5.00\|10.45\|10.91\|10.29\|47981;2026-07-02\|11.42\|4.67\|11.00\|11.45\|10.91\|47704;2026-07-03\|11.20\|-1.93\|11.57\|11.63\|10.97\|41793;2026-07-06\|10.80\|-3.57\|11.18\|11.60\|10.80\|26560;2026-07-07\|10.25\|-5.09\|11.00\|11.00\|10.23\|25980;2026-07-08\|10.25\|0.00\|10.12\|10.55\|10.12\|24885;2026-07-09\|10.18\|-0.68\|10.27\|10.43\|10.00\|35472;2026-07-10\|10.05\|-1.28\|10.06\|10.28\|9.98\|34991;2026-07-13\|9.47\|-5.77\|9.99\|10.01\|9.32\|35854;2026-07-14\|9.15\|-3.38\|9.45\|9.60\|9.00\|39935;2026-07-15\|9.05\|-1.09\|9.12\|9.25\|8.87\|37965;2026-07-16\|9.16\|1.22\|9.19\|9.44\|8.91\|31734;2026-07-17\|8.59\|-6.22\|9.17\|9.28\|8.58\|38847;2026-07-20\|8.11\|-5.59\|8.59\|8.92\|7.98\|41703;2026-07-21\|8.29\|2.22\|8.50\|8.50\|7.74\|42600;2026-07-22\|8.47\|2.17\|8.30\|8.92\|8.10\|44350;2026-07-23\|8.64\|2.01\|8.54\|8.66\|8.36\|27164;2026-07-24\|8.57\|-0.81\|8.60\|8.93\|8.54\|32121
9040	英伟达发布"太空计算"平台	电站收购+光伏照明+国资背景行业原因： 1、据证券日报3月17日报道，国家能源局数据显示今年前两个月全社会用电量同比增长6.1%，增速比去年同期提高4.8个百分点。 2、AI算力需求扩张点燃电力行情，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26日公告，全资子公司上海珈伟已完成蔚县陆枫新能源100%股权工商变更，标的公司主营太阳能发电、储能技术服务，电站资产正式并入公司合并报表。 2、据2025年4月26日年度报告，公司深耕光伏照明二十余年，主营太阳能草坪灯、庭院灯、LED照明及光伏电站EPC，与北美大型连锁零售商建立长期稳定合作关系。 3、据互动易，控股股东为阜阳泉赋企业管理有限责任公司，最终控制人为阜阳市颍泉区国资委，公司属国有企业。	1、国内较早设计研发锂电储能产品的公司之一；公司华源新能源是国内领先的光伏发电企业之一； 2、公司研发的类固态电池主要产品包含电芯、电池组和通信基站后备电池、特种用车电池等，主要应用于二轮、三轮车、叉车、卡车及通讯基站等领域	2026-03-17\|5.26\|0.38\|5.25\|5.44\|5.22\|836955;2026-03-18\|6.01\|14.26\|5.65\|6.31\|5.63\|2489496;2026-03-19\|6.97\|15.97\|5.95\|7.21\|5.80\|4045961;2026-03-20\|6.15\|-11.76\|6.60\|6.87\|6.14\|3390638;2026-03-23\|6.00\|-2.44\|6.15\|6.60\|5.95\|2540566;2026-03-24\|6.45\|7.50\|6.13\|6.50\|5.82\|2599842;2026-03-25\|6.34\|-1.71\|6.18\|6.73\|6.08\|2564338;2026-03-26\|5.96\|-5.99\|6.24\|6.28\|5.85\|1789572;2026-03-27\|5.78\|-3.02\|5.65\|6.04\|5.50\|1380834;2026-03-30\|5.36\|-7.27\|5.65\|5.73\|5.19\|1416168;2026-03-31\|5.03\|-6.16\|5.32\|5.37\|4.99\|1234562;2026-04-01\|5.20\|3.38\|5.13\|5.25\|5.02\|918899;2026-04-02\|4.93\|-5.19\|5.13\|5.28\|4.89\|1017090;2026-04-03\|4.68\|-5.07\|4.92\|4.95\|4.66\|785559;2026-04-07\|4.79\|2.35\|4.65\|4.85\|4.62\|615163;2026-04-08\|4.95\|3.34\|4.88\|4.95\|4.81\|676451;2026-04-09\|4.75\|-4.04\|4.90\|4.90\|4.70\|584578;2026-04-10\|4.73\|-0.42\|4.79\|4.81\|4.72\|495725;2026-04-13\|4.88\|3.17\|4.69\|4.90\|4.67\|662818;2026-04-14\|4.87\|-0.20\|4.88\|5.06\|4.78\|680846;2026-04-15\|4.79\|-1.64\|4.95\|4.95\|4.76\|479242;2026-04-16\|4.85\|1.25\|4.80\|4.87\|4.71\|512818;2026-04-17\|4.90\|1.03\|4.83\|4.99\|4.82\|583811;2026-04-20\|5.01\|2.24\|4.91\|5.02\|4.88\|638895;2026-04-21\|5.00\|-0.20\|5.02\|5.03\|4.81\|776589;2026-04-22\|4.94\|-1.20\|5.00\|5.00\|4.88\|532155;2026-04-23\|4.89\|-1.01\|4.91\|4.98\|4.73\|766125;2026-04-24\|4.78\|-2.25\|4.84\|4.86\|4.73\|515528;2026-04-27\|4.82\|0.84\|4.75\|4.84\|4.61\|534991;2026-04-28\|5.33\|10.58\|4.93\|5.48\|4.92\|1973966;2026-04-29\|5.28\|-0.94\|5.25\|5.37\|5.15\|1379336;2026-04-30\|5.13\|-2.84\|5.29\|5.35\|5.11\|774588;2026-05-06\|5.37\|4.68\|5.23\|5.39\|5.16\|981847;2026-05-07\|5.39\|0.37\|5.41\|5.63\|5.32\|1023006;2026-05-08\|5.39\|0.00\|5.41\|5.53\|5.30\|821252;2026-05-11\|5.44\|0.93\|5.39\|5.52\|5.38\|828294;2026-05-12\|5.79\|6.43\|5.48\|5.98\|5.36\|2117579;2026-05-13\|6.03\|4.15\|5.68\|6.30\|5.65\|2110873;2026-05-14\|5.58\|-7.46\|5.88\|5.99\|5.55\|1591330;2026-05-15\|5.49\|-1.61\|5.58\|5.63\|5.36\|998047;2026-05-18\|5.43\|-1.09\|5.41\|5.57\|5.35\|681603;2026-05-19\|5.56\|2.39\|5.41\|5.63\|5.34\|865273;2026-05-20\|5.25\|-5.58\|5.58\|5.59\|5.20\|835680;2026-05-21\|5.05\|-3.81\|5.22\|5.37\|5.04\|645748;2026-05-22\|5.28\|4.55\|5.14\|5.29\|4.98\|511904;2026-05-25\|5.20\|-1.52\|5.26\|5.35\|5.17\|478481;2026-05-26\|4.95\|-4.81\|5.15\|5.15\|4.86\|576275;2026-05-27\|4.95\|0.00\|4.91\|5.04\|4.88\|467312;2026-05-28\|5.14\|3.84\|4.95\|5.26\|4.88\|743125;2026-05-29\|5.72\|11.28\|5.09\|6.09\|5.05\|2048640;2026-06-01\|5.91\|3.32\|5.97\|6.10\|5.61\|1989092;2026-06-02\|5.73\|-3.05\|5.85\|5.85\|5.56\|1289526;2026-06-03\|5.71\|-0.35\|5.64\|5.90\|5.60\|1357697;2026-06-04\|5.56\|-2.63\|5.61\|5.77\|5.47\|1063010;2026-06-05\|5.40\|-2.88\|5.51\|5.75\|5.15\|977511;2026-06-08\|5.11\|-5.37\|5.21\|5.39\|5.07\|686654;2026-06-09\|5.26\|2.94\|5.22\|5.29\|4.93\|611292;2026-06-10\|4.97\|-5.51\|5.16\|5.19\|4.86\|640869;2026-06-11\|4.87\|-2.01\|4.91\|4.99\|4.80\|400423;2026-06-12\|4.72\|-3.08\|4.96\|5.03\|4.70\|535351;2026-06-15\|4.82\|2.12\|4.73\|4.89\|4.71\|442997;2026-06-16\|5.02\|4.15\|4.79\|5.04\|4.70\|617461;2026-06-17\|4.80\|-4.38\|4.97\|5.02\|4.77\|545889;2026-06-18\|4.47\|-6.88\|4.79\|4.83\|4.41\|752722;2026-06-22\|4.42\|-1.12\|4.39\|4.52\|4.31\|503912;2026-06-23\|4.36\|-1.36\|4.42\|4.48\|4.33\|406790;2026-06-24\|4.24\|-2.75\|4.34\|4.39\|4.12\|468928;2026-06-25\|4.09\|-3.54\|4.21\|4.22\|4.05\|450041;2026-06-26\|4.10\|0.24\|4.18\|4.42\|4.07\|886740;2026-06-29\|4.02\|-1.95\|4.01\|4.10\|3.90\|573267;2026-06-30\|4.02\|0.00\|4.08\|4.09\|3.91\|439192;2026-07-01\|4.13\|2.74\|4.08\|4.20\|4.03\|541060;2026-07-02\|3.97\|-3.87\|4.08\|4.23\|3.97\|539095;2026-07-03\|3.92\|-1.26\|3.99\|4.03\|3.92\|347931;2026-07-06\|3.76\|-4.08\|3.91\|3.97\|3.74\|405203;2026-07-07\|3.66\|-2.66\|3.75\|3.80\|3.63\|318661;2026-07-08\|3.54\|-3.28\|3.66\|3.66\|3.51\|355448;2026-07-09\|3.61\|1.98\|3.58\|3.65\|3.48\|344927;2026-07-10\|3.71\|2.77\|3.60\|3.85\|3.57\|538869;2026-07-13\|3.50\|-5.66\|3.71\|3.74\|3.47\|402236;2026-07-14\|3.56\|1.71\|3.48\|3.57\|3.42\|291953;2026-07-15\|3.60\|1.12\|3.53\|3.69\|3.53\|343340;2026-07-16\|3.56\|-1.11\|3.57\|3.65\|3.51\|284492;2026-07-17\|4.13\|16.01\|3.56\|4.22\|3.54\|1697470;2026-07-20\|4.65\|12.59\|3.99\|4.69\|3.93\|2085513;2026-07-21\|4.30\|-7.53\|4.40\|4.47\|4.04\|1645855;2026-07-22\|4.80\|11.63\|4.21\|4.84\|4.17\|1905596;2026-07-23\|4.60\|-4.17\|4.56\|5.06\|4.50\|1864974;2026-07-24\|4.23\|-8.04\|4.40\|4.51\|4.19\|1297175
9039	英伟达发布"太空计算"平台	BIPV+光储充+增持 1、据2025年半年度报告，公司与隆基绿能联合推出隆基森特BIPV系列产品，并依托“森特+隆基+华为”三方协同构建光储充一体化生态服务体系；2025年半年度报告显示公司累计与超过130家各行业代表企业签署了光伏业务有关的战略合作协议。 2、据2025年12月30日公告，控股股东、董事长兼总经理刘爱森计划自2025年12月25日起12个月内增持公司股份，金额不低于1亿元，比例不超过总股本2%，并已于2025年12月29日首次增持8.7万股。 3、据2025年4月23日年报，公司主营高端建筑金属围护系统及BIPV业务，工程项目覆盖工业厂房、机场、交通枢纽等多场景，拥有行业最多工程实绩，并入选工信部2024年度绿色制造名单。	此前隆基股份拟溢价收购公司27.25%股份，双方将在BIPV大型公共建筑市场等业务上合作	2026-03-17\|15.78\|-3.01\|16.38\|16.43\|15.76\|95588;2026-03-18\|17.36\|10.01\|15.90\|17.36\|15.90\|310965;2026-03-19\|17.50\|0.81\|17.80\|18.37\|17.45\|354415;2026-03-20\|17.27\|-1.31\|17.60\|18.28\|17.23\|221206;2026-03-23\|16.63\|-3.71\|17.50\|17.57\|16.48\|201054;2026-03-24\|17.50\|5.23\|16.97\|18.10\|16.80\|249400;2026-03-25\|18.49\|5.66\|17.50\|18.66\|17.31\|304124;2026-03-26\|17.62\|-4.71\|18.11\|18.22\|17.30\|221342;2026-03-27\|18.00\|2.16\|17.25\|18.10\|17.05\|149567;2026-03-30\|18.00\|0.00\|17.62\|18.38\|17.53\|186091;2026-03-31\|17.33\|-3.72\|18.00\|18.10\|17.31\|126317;2026-04-01\|16.30\|-5.94\|17.52\|17.56\|15.64\|225725;2026-04-02\|15.12\|-7.24\|16.10\|16.14\|15.09\|153828;2026-04-03\|14.42\|-4.63\|15.42\|15.47\|14.41\|106576;2026-04-07\|14.43\|0.07\|14.51\|14.69\|14.22\|87762;2026-04-08\|14.95\|3.60\|14.69\|15.00\|14.61\|93928;2026-04-09\|14.39\|-3.75\|14.78\|14.78\|14.30\|87760;2026-04-10\|14.80\|2.85\|14.45\|15.14\|14.45\|106299;2026-04-13\|14.47\|-2.23\|14.67\|14.67\|14.41\|75251;2026-04-14\|14.39\|-0.55\|14.53\|14.59\|14.22\|66992;2026-04-15\|14.08\|-2.15\|14.51\|14.57\|14.00\|68107;2026-04-16\|14.25\|1.21\|14.00\|14.28\|14.00\|55271;2026-04-17\|14.19\|-0.42\|14.21\|14.24\|14.01\|56159;2026-04-20\|14.81\|4.37\|14.28\|15.06\|14.24\|132921;2026-04-21\|15.35\|3.65\|15.00\|15.67\|14.71\|138288;2026-04-22\|15.26\|-0.59\|15.23\|15.43\|15.09\|78845;2026-04-23\|15.38\|0.79\|15.53\|15.73\|15.20\|77127;2026-04-24\|14.93\|-2.93\|15.25\|15.45\|14.85\|67108;2026-04-27\|15.08\|1.00\|15.06\|15.15\|14.80\|53199;2026-04-28\|14.98\|-0.66\|15.00\|15.17\|14.87\|43765;2026-04-29\|15.25\|1.80\|14.97\|15.29\|14.92\|56145;2026-04-30\|14.19\|-6.95\|15.02\|15.09\|13.73\|183575;2026-05-06\|13.90\|-2.04\|14.10\|14.19\|13.79\|93409;2026-05-07\|13.91\|0.07\|13.89\|14.12\|13.81\|57346;2026-05-08\|14.16\|1.80\|13.91\|14.38\|13.82\|69592;2026-05-11\|13.94\|-1.55\|14.18\|14.38\|13.90\|77441;2026-05-12\|13.58\|-2.58\|14.00\|14.05\|13.42\|76427;2026-05-13\|13.42\|-1.18\|13.54\|13.70\|13.42\|63165;2026-05-14\|13.30\|-0.89\|13.41\|13.54\|13.21\|60327;2026-05-15\|13.05\|-1.88\|13.29\|13.35\|12.94\|67343;2026-05-18\|13.28\|1.76\|13.05\|13.35\|12.81\|58155;2026-05-19\|13.35\|0.53\|13.33\|13.54\|13.17\|43237;2026-05-20\|13.18\|-1.27\|13.36\|13.36\|13.09\|37159;2026-05-21\|12.63\|-4.17\|13.20\|13.35\|12.60\|64367;2026-05-22\|12.65\|0.16\|12.73\|12.75\|12.49\|57023;2026-05-25\|12.35\|-2.37\|12.80\|12.93\|12.27\|70180;2026-05-26\|13.18\|6.72\|12.23\|13.30\|11.68\|160317;2026-05-27\|12.74\|-3.34\|13.02\|13.60\|12.67\|111858;2026-05-28\|12.65\|-0.71\|12.70\|12.86\|12.42\|51233;2026-05-29\|12.61\|-0.32\|12.55\|13.22\|12.55\|88372;2026-06-01\|12.82\|1.67\|12.61\|12.96\|12.40\|61690;2026-06-02\|12.23\|-4.60\|12.77\|12.82\|12.15\|72912;2026-06-03\|12.30\|0.57\|12.20\|12.65\|12.11\|67995;2026-06-04\|12.58\|2.28\|12.29\|12.73\|12.13\|67457;2026-06-05\|12.23\|-2.78\|12.60\|12.61\|12.10\|66014;2026-06-08\|11.95\|-2.29\|11.74\|12.24\|11.74\|46024;2026-06-09\|12.19\|2.01\|11.94\|12.44\|11.91\|42972;2026-06-10\|11.97\|-1.80\|12.13\|12.28\|11.63\|60611;2026-06-11\|11.76\|-1.75\|11.94\|12.00\|11.73\|37244;2026-06-12\|11.66\|-0.85\|11.77\|11.93\|11.57\|49061;2026-06-15\|11.74\|0.69\|11.61\|11.83\|11.61\|43474;2026-06-16\|11.76\|0.17\|11.74\|11.88\|11.45\|55016;2026-06-17\|11.66\|-0.85\|11.75\|11.89\|11.57\|50459;2026-06-18\|11.71\|1.30\|11.50\|11.95\|11.19\|60889;2026-06-22\|11.31\|-3.42\|11.59\|11.68\|10.96\|86826;2026-06-23\|11.31\|0.00\|11.26\|11.43\|11.12\|52428;2026-06-24\|10.82\|-4.33\|11.22\|11.22\|10.67\|66830;2026-06-25\|10.70\|-1.11\|10.72\|10.86\|10.55\|48689;2026-06-26\|10.39\|-2.90\|10.70\|10.73\|10.35\|50802;2026-06-29\|10.28\|-1.06\|10.37\|10.40\|10.00\|62399;2026-06-30\|10.55\|2.63\|10.27\|10.68\|10.20\|46775;2026-07-01\|10.53\|-0.19\|10.51\|10.68\|10.46\|41293;2026-07-02\|10.55\|0.19\|10.48\|10.73\|10.33\|41723;2026-07-03\|10.84\|2.75\|10.55\|10.96\|10.55\|48377;2026-07-06\|10.59\|-2.31\|10.80\|11.06\|10.58\|47360;2026-07-07\|10.15\|-4.15\|10.61\|10.70\|10.14\|38612;2026-07-08\|9.84\|-3.05\|10.24\|10.24\|9.77\|36329;2026-07-09\|9.72\|-1.22\|9.91\|9.91\|9.56\|43933;2026-07-10\|10.02\|3.09\|9.70\|10.37\|9.65\|61802;2026-07-13\|9.64\|-3.79\|9.98\|10.14\|9.61\|61429;2026-07-14\|9.62\|-0.21\|9.65\|9.71\|9.50\|33733;2026-07-15\|9.93\|3.22\|9.57\|10.26\|9.57\|63199;2026-07-16\|10.19\|2.62\|9.89\|10.50\|9.80\|64335;2026-07-17\|9.70\|-4.81\|10.09\|10.27\|9.66\|57857;2026-07-20\|9.35\|-3.61\|9.70\|9.89\|9.27\|51424;2026-07-21\|9.25\|-1.07\|9.35\|9.45\|8.98\|71496;2026-07-22\|9.37\|1.30\|9.33\|9.46\|9.17\|41019;2026-07-23\|9.61\|2.56\|9.38\|9.64\|9.35\|35778;2026-07-24\|9.40\|-2.19\|9.62\|9.78\|9.38\|35719
9038	英伟达发布"太空计算"平台	BIPV+储能+枣庄国资行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2025年12月25日投资者关系活动记录表，公司控股股东山东泉兴科技有限公司隶属枣庄市国资委，主营金属屋面围护系统与新能源EPC，具备承接机场、高铁站等复杂异形屋面工程能力。 2、据2025年4月29日年度报告，公司新能源业务涵盖BIPV设计施工及EPC总包，2026年将依托新能源业务快速增长推动扭亏为盈。 3、据2025年4月29日公告，公司与中国电建河南院签署战略协议，拟投建不少于200MW分布式能源及配套储能项目。	公司主营业务包括金属屋面围护系统、分布式光伏发电系统，此前与巴彦淖尔市签约，拟35亿元打造HJT全产业链	2026-03-17\|2.75\|10.00\|2.48\|2.75\|2.46\|1947721;2026-03-18\|3.03\|10.18\|2.93\|3.03\|2.88\|1142327;2026-03-19\|2.73\|-9.90\|3.03\|3.05\|2.73\|5842860;2026-03-20\|2.55\|-6.59\|2.69\|2.84\|2.52\|4856280;2026-03-23\|2.38\|-6.67\|2.42\|2.63\|2.32\|3776399;2026-03-24\|2.62\|10.08\|2.46\|2.62\|2.40\|1892522;2026-03-25\|2.71\|3.44\|2.68\|2.76\|2.65\|4775121;2026-03-26\|2.59\|-4.43\|2.76\|2.79\|2.57\|2920947;2026-03-27\|2.62\|1.16\|2.58\|2.66\|2.48\|2312589;2026-03-30\|2.55\|-2.67\|2.57\|2.60\|2.40\|2173534;2026-03-31\|2.36\|-7.45\|2.55\|2.57\|2.36\|2115335;2026-04-01\|2.45\|3.81\|2.45\|2.60\|2.34\|4162876;2026-04-02\|2.27\|-7.35\|2.43\|2.43\|2.23\|2969378;2026-04-03\|2.12\|-6.61\|2.27\|2.29\|2.10\|1897646;2026-04-07\|2.18\|2.83\|2.12\|2.19\|2.08\|1580312;2026-04-08\|2.24\|2.75\|2.23\|2.25\|2.18\|1413243;2026-04-09\|2.19\|-2.23\|2.24\|2.24\|2.15\|1045919;2026-04-10\|2.14\|-2.28\|2.21\|2.22\|2.14\|1164743;2026-04-13\|2.19\|2.34\|2.12\|2.20\|2.10\|1177778;2026-04-14\|2.15\|-1.83\|2.21\|2.21\|2.12\|1020648;2026-04-15\|2.08\|-3.26\|2.15\|2.16\|2.07\|1056668;2026-04-16\|2.07\|-0.48\|2.07\|2.08\|2.03\|1093508;2026-04-17\|2.06\|-0.48\|2.07\|2.08\|2.00\|1060565;2026-04-20\|2.10\|1.94\|2.05\|2.12\|2.05\|961232;2026-04-21\|2.09\|-0.48\|2.10\|2.15\|2.05\|1096304;2026-04-22\|2.03\|-2.87\|2.08\|2.08\|2.03\|821016;2026-04-23\|2.02\|-0.49\|2.04\|2.06\|1.97\|1048114;2026-04-24\|1.96\|-2.97\|1.98\|2.00\|1.95\|856020;2026-04-27\|1.95\|-0.51\|1.95\|1.96\|1.89\|1119224;2026-04-28\|1.76\|-9.74\|1.76\|1.76\|1.76\|401072;2026-04-30\|1.67\|-5.11\|1.67\|1.67\|1.67\|29867;2026-05-06\|1.59\|-4.79\|1.59\|1.59\|1.59\|18321;2026-05-07\|1.51\|-5.03\|1.51\|1.51\|1.51\|20288;2026-05-08\|1.43\|-5.30\|1.43\|1.43\|1.43\|19545;2026-05-11\|1.36\|-4.90\|1.36\|1.36\|1.36\|21057;2026-05-12\|1.29\|-5.15\|1.29\|1.29\|1.29\|871554;2026-05-13\|1.35\|4.65\|1.29\|1.35\|1.23\|5262873;2026-05-14\|1.28\|-5.19\|1.32\|1.35\|1.28\|2018291;2026-05-15\|1.22\|-4.69\|1.24\|1.26\|1.22\|2097190;2026-05-18\|1.20\|-1.64\|1.21\|1.24\|1.16\|1991021;2026-05-19\|1.26\|5.00\|1.20\|1.26\|1.19\|2039558;2026-05-20\|1.21\|-3.97\|1.24\|1.25\|1.20\|1502759;2026-05-21\|1.15\|-4.96\|1.20\|1.23\|1.15\|1203008;2026-05-22\|1.15\|0.00\|1.13\|1.17\|1.09\|1382717;2026-05-25\|1.21\|5.22\|1.21\|1.21\|1.21\|147137;2026-05-26\|1.27\|4.96\|1.27\|1.27\|1.27\|55787;2026-05-27\|1.33\|4.72\|1.33\|1.33\|1.31\|2312804;2026-05-28\|1.40\|5.26\|1.38\|1.40\|1.30\|2347712;2026-05-29\|1.47\|5.00\|1.47\|1.47\|1.41\|1403793;2026-06-01\|1.54\|4.76\|1.48\|1.54\|1.44\|753617;2026-06-02\|1.51\|-1.95\|1.62\|1.62\|1.50\|2985414;2026-06-03\|1.59\|5.30\|1.55\|1.59\|1.51\|2471285;2026-06-04\|1.51\|-5.03\|1.51\|1.57\|1.51\|1645530;2026-06-05\|1.50\|-0.66\|1.46\|1.54\|1.43\|1360419;2026-06-08\|1.43\|-4.67\|1.44\|1.49\|1.43\|1027602;2026-06-09\|1.50\|4.90\|1.44\|1.50\|1.43\|760481;2026-06-10\|1.55\|3.33\|1.55\|1.58\|1.52\|1586644;2026-06-11\|1.47\|-5.16\|1.54\|1.54\|1.47\|1006944;2026-06-12\|1.48\|0.68\|1.45\|1.52\|1.42\|804777;2026-06-15\|1.43\|-3.38\|1.45\|1.47\|1.42\|733256;2026-06-16\|1.37\|-4.20\|1.41\|1.42\|1.36\|1029565;2026-06-17\|1.37\|0.00\|1.38\|1.43\|1.35\|749603;2026-06-18\|1.30\|-5.11\|1.37\|1.37\|1.30\|785473;2026-06-22\|1.25\|-3.85\|1.27\|1.29\|1.24\|774872;2026-06-23\|1.31\|4.80\|1.27\|1.31\|1.25\|927191;2026-06-24\|1.24\|-5.34\|1.28\|1.28\|1.24\|849306;2026-06-25\|1.25\|0.81\|1.27\|1.30\|1.24\|670700;2026-06-26\|1.30\|4.00\|1.25\|1.30\|1.21\|728693;2026-06-29\|1.37\|5.38\|1.31\|1.37\|1.28\|881857;2026-06-30\|1.35\|-1.46\|1.37\|1.38\|1.32\|730587;2026-07-01\|1.39\|2.96\|1.34\|1.42\|1.33\|671119;2026-07-02\|1.40\|0.72\|1.37\|1.43\|1.36\|568888;2026-07-03\|1.42\|1.43\|1.41\|1.44\|1.36\|710975;2026-07-06\|1.37\|-3.52\|1.41\|1.43\|1.36\|583875;2026-07-07\|1.44\|5.11\|1.36\|1.51\|1.33\|1033494;2026-07-08\|1.47\|2.08\|1.40\|1.50\|1.39\|738669;2026-07-09\|1.48\|0.68\|1.46\|1.56\|1.44\|839569;2026-07-10\|1.43\|-3.38\|1.41\|1.46\|1.36\|729581;2026-07-13\|1.35\|-5.59\|1.41\|1.41\|1.34\|544089;2026-07-14\|1.38\|2.22\|1.34\|1.39\|1.33\|406665;2026-07-15\|1.38\|0.00\|1.34\|1.39\|1.33\|355371;2026-07-16\|1.39\|0.72\|1.37\|1.44\|1.36\|495323;2026-07-17\|1.37\|-1.44\|1.47\|1.50\|1.36\|708980;2026-07-20\|1.29\|-5.84\|1.33\|1.37\|1.27\|663012;2026-07-21\|1.27\|-1.55\|1.29\|1.29\|1.21\|532442;2026-07-22\|1.28\|0.79\|1.29\|1.31\|1.26\|366279;2026-07-23\|1.29\|0.78\|1.27\|1.31\|1.25\|314593;2026-07-24\|1.25\|-3.10\|1.28\|1.31\|1.25\|303883
9037	存储短缺问题或持续至2027年下半年	涨停揭秘：存储短缺或持续至2027年下半年，AI数据中心建设加速，公司SWIFT1系列芯片适配高带宽视频数据处理需求；涨停缘由：国内RISC-V视频桥接芯片龙头，MIPI收发带宽达17.6Gbps，契合AI服务器视频预处理及边缘推理场景；资金逻辑：资金沿‘算电协同’政策主线向国产芯片上游延伸，RISC-V生态获政策加码，机构调研频次显著提升；风险提示：公司尚未披露与AI服务器厂商批量合作进展，2025年营收规模较小，盈利稳定性待验证	公司是中国RISC-V产业联盟第二届理事会理事，国内领先的半导体和集成电路设计企业之一，SWIFT1家族产品定位高带宽的视频数据处理和桥接可编程系统级芯片市场，产品集成了RISC-V处理器核等资源以实现专用领域的系统级功能，在保持低功耗的前提下，提供高达17.6Gbps 带宽的 MIPI 数据收发能力	2026-03-17\|29.30\|2.56\|28.99\|30.29\|28.50\|110439;2026-03-18\|32.81\|11.98\|29.44\|33.47\|29.00\|232577;2026-03-19\|31.02\|-5.46\|32.15\|32.30\|30.93\|135334;2026-03-20\|29.76\|-4.06\|30.80\|31.26\|29.76\|116983;2026-03-23\|29.98\|0.74\|28.96\|31.63\|28.41\|175786;2026-03-24\|29.90\|-0.27\|30.00\|30.30\|28.18\|129342;2026-03-25\|30.56\|2.21\|30.00\|31.70\|29.90\|100763;2026-03-26\|29.74\|-2.68\|30.69\|31.28\|29.50\|68279;2026-03-27\|30.58\|2.82\|29.18\|31.13\|28.91\|81787;2026-03-30\|31.01\|1.41\|30.08\|31.44\|29.72\|92902;2026-03-31\|30.00\|-3.26\|30.62\|31.08\|29.81\|103833;2026-04-01\|30.01\|0.03\|30.77\|30.94\|29.80\|74823;2026-04-02\|27.23\|-9.26\|29.92\|29.92\|27.00\|152288;2026-04-03\|26.79\|-1.62\|27.50\|27.55\|26.19\|69104;2026-04-07\|26.69\|-0.37\|27.00\|27.93\|26.57\|56954;2026-04-08\|29.27\|9.67\|27.69\|29.30\|27.60\|127100;2026-04-09\|28.75\|-1.78\|29.06\|29.48\|28.60\|60506;2026-04-10\|28.47\|-0.97\|29.20\|29.52\|28.43\|50260;2026-04-13\|28.89\|1.48\|28.20\|29.66\|28.00\|74423;2026-04-14\|29.37\|1.66\|29.30\|29.79\|29.02\|63162;2026-04-15\|30.11\|2.52\|29.54\|31.30\|29.41\|105130;2026-04-16\|30.28\|0.56\|30.21\|30.95\|29.90\|61948;2026-04-17\|30.67\|1.29\|30.10\|30.94\|30.00\|52829;2026-04-20\|31.09\|1.37\|30.81\|32.18\|30.50\|84484;2026-04-21\|30.11\|-3.15\|31.00\|31.41\|29.89\|66721;2026-04-22\|30.26\|0.50\|30.09\|30.34\|29.56\|58072;2026-04-23\|29.96\|-0.99\|30.24\|30.95\|29.61\|70335;2026-04-24\|29.97\|0.03\|29.87\|30.86\|29.83\|69170;2026-04-27\|30.92\|3.17\|30.28\|30.97\|29.73\|73639;2026-04-28\|29.95\|-3.14\|30.72\|31.08\|29.70\|74436;2026-04-29\|31.52\|5.24\|31.30\|32.25\|30.79\|124852;2026-04-30\|33.67\|6.82\|32.40\|33.99\|31.60\|154156;2026-05-06\|35.53\|5.52\|34.35\|36.55\|34.35\|238109;2026-05-07\|36.96\|4.02\|35.58\|37.29\|35.56\|162879;2026-05-08\|37.08\|0.32\|36.85\|37.58\|36.09\|125897;2026-05-11\|39.20\|5.72\|37.76\|39.28\|37.21\|174945;2026-05-12\|38.77\|-1.10\|39.26\|39.80\|38.23\|133408;2026-05-13\|39.87\|2.84\|38.20\|40.23\|37.40\|140687;2026-05-14\|39.85\|-0.05\|39.92\|40.85\|38.73\|117957;2026-05-15\|43.88\|10.11\|39.89\|45.60\|39.89\|223001;2026-05-18\|44.50\|1.41\|43.14\|46.98\|42.86\|198289;2026-05-19\|45.88\|3.10\|44.10\|46.13\|43.30\|132052;2026-05-20\|48.40\|5.49\|46.33\|48.77\|46.33\|144011;2026-05-21\|45.00\|-7.02\|48.40\|49.86\|44.95\|179983;2026-05-22\|46.77\|3.93\|46.70\|47.50\|44.91\|139764;2026-05-25\|48.78\|4.30\|46.76\|49.20\|44.51\|145899;2026-05-26\|46.94\|-3.77\|49.00\|49.48\|46.00\|137563;2026-05-27\|45.88\|-2.26\|47.52\|48.13\|45.20\|126957;2026-05-28\|45.20\|-1.48\|45.03\|46.07\|44.52\|108737;2026-05-29\|41.00\|-9.29\|45.20\|45.61\|40.72\|161196;2026-06-01\|46.17\|12.61\|40.86\|49.20\|40.55\|308434;2026-06-02\|43.39\|-6.02\|46.13\|47.40\|43.11\|193415;2026-06-03\|43.44\|0.12\|43.30\|46.34\|42.51\|145743;2026-06-04\|44.46\|2.35\|42.30\|46.53\|42.10\|119901;2026-06-05\|42.27\|-4.93\|43.50\|44.39\|41.98\|112663;2026-06-08\|38.76\|-8.30\|40.05\|41.50\|38.14\|150537;2026-06-09\|40.60\|4.75\|39.50\|41.17\|38.15\|129850;2026-06-10\|39.44\|-2.86\|39.80\|41.00\|38.76\|86745;2026-06-11\|39.38\|-0.15\|39.06\|40.22\|38.00\|85586;2026-06-12\|37.53\|-4.70\|40.52\|41.58\|37.40\|106336;2026-06-15\|39.38\|4.93\|37.83\|39.50\|37.83\|105734;2026-06-16\|40.68\|3.30\|39.47\|41.18\|38.81\|106545;2026-06-17\|43.31\|6.47\|40.24\|43.70\|39.77\|138727;2026-06-18\|43.80\|1.13\|43.38\|44.78\|43.08\|115460;2026-06-22\|41.94\|-4.25\|44.00\|44.44\|40.88\|105604;2026-06-23\|42.66\|1.72\|41.44\|44.20\|41.30\|98825;2026-06-24\|44.70\|4.78\|42.37\|45.26\|41.15\|126955;2026-06-25\|44.27\|-0.96\|44.79\|45.50\|43.03\|135663;2026-06-26\|42.96\|-2.96\|43.80\|44.58\|41.88\|103359;2026-06-29\|41.42\|-3.58\|42.53\|43.58\|39.57\|124849;2026-06-30\|45.60\|10.09\|41.54\|46.25\|41.05\|139854;2026-07-01\|44.44\|-2.54\|46.70\|47.46\|43.93\|120908;2026-07-02\|41.45\|-6.73\|43.56\|45.13\|41.30\|132737;2026-07-03\|40.22\|-2.97\|41.50\|42.00\|40.14\|103546;2026-07-06\|42.03\|4.50\|40.50\|42.80\|39.15\|125491;2026-07-07\|43.50\|3.50\|41.61\|45.09\|40.64\|136058;2026-07-08\|43.40\|-0.23\|44.00\|46.46\|42.00\|139095;2026-07-09\|45.12\|3.96\|43.61\|45.33\|42.60\|123055;2026-07-10\|43.18\|-4.30\|45.55\|46.35\|43.18\|134735;2026-07-13\|39.85\|-7.71\|42.73\|43.77\|39.33\|126794;2026-07-14\|38.33\|-3.81\|40.13\|40.50\|35.80\|143977;2026-07-15\|36.32\|-5.24\|38.59\|39.44\|35.55\|111173;2026-07-16\|36.34\|0.06\|36.85\|40.30\|36.20\|177789;2026-07-17\|30.68\|-15.58\|36.39\|36.64\|30.60\|163759;2026-07-20\|28.92\|-5.74\|31.53\|32.00\|27.70\|175676;2026-07-21\|30.55\|5.64\|29.20\|30.67\|26.61\|131390;2026-07-22\|30.29\|-0.85\|30.18\|31.80\|30.00\|109455;2026-07-23\|29.32\|-3.20\|30.39\|30.80\|29.11\|80468;2026-07-24\|29.06\|-0.89\|29.00\|30.04\|28.79\|70425
9036	存储短缺问题或持续至2027年下半年	涨停揭秘：公司半导体自动化测试系统覆盖存储芯片封测全流程；全球存储短缺延续至2027年，国内晶圆厂扩产带动测试设备需求激增；涨停缘由：长江存储、长鑫存储二期扩产落地，测试设备招标加速；公司SoC+存储测试平台已导入多家封测厂，订单可见度高；资金逻辑：主力资金近5日净流入超4200万元，国产芯片设备板块资金持续流入，机构调研频次环比增140%；风险提示：2025年测试设备业务毛利率下滑至41.2%，研发投入占比达18.7%，短期盈利承压；设备交付周期长，业绩兑现存在滞后性	公司主营半导体自动化测试系统、激光打标设备及其他机电一体化设备	2026-03-17\|133.20\|-2.92\|137.11\|139.00\|133.01\|6497;2026-03-18\|150.26\|12.81\|137.00\|155.00\|137.00\|25702;2026-03-19\|145.80\|-2.97\|144.65\|148.32\|139.90\|16066;2026-03-20\|137.27\|-5.85\|146.01\|147.26\|137.18\|13801;2026-03-23\|128.00\|-6.75\|135.48\|136.37\|127.33\|11367;2026-03-24\|132.84\|3.78\|130.30\|135.00\|126.69\|7446;2026-03-25\|135.63\|2.10\|135.54\|136.55\|130.13\|10304;2026-03-26\|136.80\|0.86\|133.32\|143.88\|133.32\|13095;2026-03-27\|139.72\|2.13\|135.15\|141.98\|134.13\|9176;2026-03-30\|138.76\|-0.69\|138.79\|140.13\|135.10\|6335;2026-03-31\|134.15\|-3.32\|139.00\|141.28\|134.01\|8636;2026-04-01\|135.65\|1.12\|137.11\|139.52\|132.83\|7613;2026-04-02\|128.90\|-4.98\|134.90\|135.30\|128.60\|7853;2026-04-03\|126.49\|-1.87\|130.33\|130.97\|126.48\|6132;2026-04-07\|128.79\|1.82\|130.00\|130.46\|125.80\|6307;2026-04-08\|136.94\|6.33\|131.01\|136.95\|131.01\|10160;2026-04-09\|143.99\|5.15\|135.81\|145.35\|134.50\|16668;2026-04-10\|161.09\|11.88\|155.58\|164.97\|147.22\|34160;2026-04-13\|156.75\|-2.69\|158.31\|163.20\|153.51\|21105;2026-04-14\|154.89\|-1.19\|156.56\|158.02\|154.00\|15070;2026-04-15\|156.31\|0.92\|156.03\|158.44\|153.28\|13557;2026-04-16\|173.82\|11.20\|156.00\|176.90\|156.00\|30619;2026-04-17\|168.88\|-2.84\|176.60\|177.65\|166.48\|21240;2026-04-20\|168.07\|-0.48\|168.04\|169.00\|164.51\|15148;2026-04-21\|167.50\|-0.34\|169.77\|170.59\|165.00\|12257;2026-04-22\|169.86\|1.41\|165.45\|170.50\|163.06\|13718;2026-04-23\|167.29\|-1.51\|170.50\|174.76\|164.48\|14000;2026-04-24\|166.11\|-0.71\|164.99\|171.47\|164.52\|13345;2026-04-27\|168.95\|1.71\|169.43\|171.00\|166.39\|14069;2026-04-28\|162.00\|-4.11\|166.31\|169.29\|161.39\|13770;2026-04-29\|161.40\|-0.37\|161.16\|163.78\|159.24\|9636;2026-04-30\|170.07\|5.37\|163.00\|172.54\|161.48\|15311;2026-05-06\|172.22\|1.26\|175.00\|177.85\|171.00\|13289;2026-05-07\|183.32\|6.45\|171.39\|185.00\|170.23\|15965;2026-05-08\|215.88\|17.76\|180.18\|219.00\|180.00\|27628;2026-05-11\|221.80\|2.74\|220.21\|227.97\|210.04\|34426;2026-05-12\|234.13\|5.56\|219.13\|238.96\|216.00\|29376;2026-05-13\|249.20\|6.44\|228.99\|253.89\|226.01\|24977;2026-05-14\|244.20\|-2.01\|245.01\|261.99\|229.35\|34698;2026-05-15\|242.55\|-0.68\|239.00\|250.20\|233.33\|24843;2026-05-18\|243.63\|0.45\|238.00\|248.45\|233.51\|21300;2026-05-19\|256.95\|5.47\|245.98\|259.00\|236.56\|19457;2026-05-20\|259.16\|0.86\|254.74\|261.00\|249.00\|13910;2026-05-21\|273.42\|5.50\|266.65\|299.20\|265.02\|31180;2026-05-22\|274.66\|0.45\|270.42\|274.98\|262.36\|24524;2026-05-25\|201.60\|6.51\|193.00\|206.36\|185.10\|31928;2026-05-26\|209.25\|3.79\|199.00\|211.35\|196.99\|31849;2026-05-27\|201.40\|-3.75\|208.49\|211.19\|198.22\|27729;2026-05-28\|194.20\|-3.58\|200.82\|202.85\|187.11\|35063;2026-05-29\|188.40\|-2.99\|193.03\|199.89\|187.00\|27037;2026-06-01\|182.65\|-3.05\|182.88\|192.85\|180.10\|21091;2026-06-02\|180.08\|-1.41\|181.73\|187.00\|177.01\|19008;2026-06-03\|183.11\|1.68\|180.02\|191.00\|179.18\|21724;2026-06-04\|190.17\|3.86\|182.00\|195.50\|181.00\|22745;2026-06-05\|183.04\|-3.75\|186.68\|192.50\|182.55\|20458;2026-06-08\|171.86\|-6.11\|171.23\|178.00\|168.01\|24680;2026-06-09\|181.28\|5.48\|175.00\|181.69\|172.01\|17067;2026-06-10\|179.00\|-1.26\|181.28\|181.28\|174.80\|13625;2026-06-11\|183.49\|2.51\|181.00\|185.58\|176.01\|15577;2026-06-12\|177.80\|-3.10\|186.53\|192.30\|175.60\|18158;2026-06-15\|186.47\|4.88\|178.68\|188.35\|177.01\|19922;2026-06-16\|194.32\|4.21\|186.59\|196.00\|184.10\|21065;2026-06-17\|208.78\|7.44\|191.18\|212.00\|186.03\|32800;2026-06-18\|221.20\|5.95\|210.00\|224.44\|206.29\|37153;2026-06-22\|214.81\|-2.89\|217.08\|219.00\|203.30\|31729;2026-06-23\|213.88\|-0.43\|210.00\|226.43\|207.52\|26953;2026-06-24\|231.50\|8.24\|213.20\|234.01\|206.75\|33677;2026-06-25\|232.59\|0.47\|233.50\|239.50\|225.00\|28364;2026-06-26\|224.53\|-3.47\|232.15\|234.80\|220.00\|23288;2026-06-29\|229.29\|2.12\|226.14\|239.98\|216.05\|30030;2026-06-30\|245.00\|6.85\|230.01\|245.98\|225.32\|30887;2026-07-01\|238.00\|-2.86\|242.18\|260.54\|234.85\|28868;2026-07-02\|223.16\|-6.24\|218.90\|237.98\|218.90\|24643;2026-07-03\|216.50\|-2.98\|223.20\|228.73\|212.44\|20340;2026-07-06\|224.18\|3.55\|229.00\|235.90\|213.00\|26047;2026-07-07\|219.00\|-2.31\|222.00\|225.43\|212.00\|17918;2026-07-08\|235.50\|7.53\|220.01\|253.18\|219.80\|44625;2026-07-09\|241.77\|2.66\|238.08\|244.36\|220.00\|41217;2026-07-10\|221.39\|-8.43\|236.01\|247.99\|221.00\|39027;2026-07-13\|202.43\|-8.56\|218.28\|228.00\|201.05\|31852;2026-07-14\|204.99\|1.26\|202.43\|216.00\|195.30\|29192;2026-07-15\|189.47\|-7.57\|209.97\|214.88\|187.11\|30445;2026-07-16\|174.38\|-7.96\|188.32\|191.86\|171.20\|23745;2026-07-17\|148.00\|-15.13\|175.00\|175.32\|147.08\|32390;2026-07-20\|129.80\|-12.30\|153.11\|156.00\|126.00\|45778;2026-07-21\|155.76\|20.00\|132.13\|155.76\|120.06\|51135;2026-07-22\|146.94\|-5.66\|155.49\|160.00\|144.53\|39327;2026-07-23\|139.41\|-5.12\|147.69\|153.15\|138.01\|23476;2026-07-24\|138.15\|-0.90\|135.90\|142.25\|135.23\|28644
9035	存储短缺问题或持续至2027年下半年	半导体检测+CPO+先进封装行业原因： 6月15日，美伊达成和平协议提升市场风偏，全球半导体板块大涨。日股铠侠涨超10%，韩股SK海力士、三星电子涨超5%。公司原因： 1、据2026年6月5日机构调研，在人工智能、自动驾驶等下游应用驱动下，高性能计算芯片及先进封装等技术需求旺盛，驱动第三方检测分析需求增长，公司核心客户订单规模显著增加。 2、据2026年5月22日及5月25日互动易，公司具备光器件的检测分析能力，掌握CPO、光引擎、VCSEL等样品制备及检测方法，2025年该领域收入约2,000万元，2026年一季度收入500余万元同比增长约46%。 3、据2025年年报，公司将重点加强先进封装等领域的布局，已针对2.5D/3D等先进封装技术储备相应检测分析能力。	2025-03上市	2026-03-17\|26.76\|-2.69\|27.50\|27.60\|26.72\|9088;2026-03-18\|30.20\|12.86\|27.02\|31.10\|26.87\|62424;2026-03-19\|29.29\|-3.01\|29.58\|29.87\|28.90\|32964;2026-03-20\|27.87\|-4.85\|29.14\|29.46\|27.82\|19910;2026-03-23\|26.00\|-6.71\|27.50\|27.55\|25.66\|21541;2026-03-24\|26.40\|1.54\|26.41\|26.80\|25.35\|14803;2026-03-25\|24.51\|-7.16\|25.80\|26.66\|24.34\|73350;2026-03-26\|23.30\|-4.94\|24.10\|24.34\|23.20\|41339;2026-03-27\|23.72\|1.80\|22.88\|24.26\|22.64\|33738;2026-03-30\|23.75\|0.13\|23.55\|23.92\|23.20\|16052;2026-03-31\|23.32\|-1.81\|23.52\|23.93\|23.21\|13068;2026-04-01\|24.71\|5.96\|23.91\|25.67\|23.65\|43648;2026-04-02\|24.02\|-2.79\|24.70\|24.71\|23.70\|19217;2026-04-03\|23.93\|-0.37\|23.95\|24.33\|23.60\|12613;2026-04-07\|23.81\|-0.50\|23.23\|24.24\|23.23\|9001;2026-04-08\|24.45\|2.69\|23.99\|24.61\|23.78\|37078;2026-04-09\|24.34\|-0.45\|24.19\|24.40\|23.88\|20648;2026-04-10\|24.30\|-0.16\|24.34\|25.20\|24.27\|29602;2026-04-13\|24.75\|1.85\|24.01\|26.00\|23.96\|46353;2026-04-14\|25.55\|3.23\|25.24\|25.66\|24.67\|44375;2026-04-15\|25.85\|1.17\|25.73\|26.75\|24.96\|61787;2026-04-16\|25.80\|-0.19\|26.20\|26.25\|25.50\|34505;2026-04-17\|25.91\|0.43\|26.09\|26.57\|25.35\|37706;2026-04-20\|27.05\|4.40\|25.63\|28.33\|25.63\|66682;2026-04-21\|26.82\|-0.85\|26.93\|27.27\|26.32\|35753;2026-04-22\|27.29\|1.75\|26.81\|27.44\|26.50\|29829;2026-04-23\|26.25\|-3.81\|27.58\|27.69\|26.04\|31008;2026-04-24\|26.80\|2.10\|26.36\|27.25\|25.90\|32017;2026-04-27\|27.19\|1.46\|26.60\|27.60\|25.59\|37894;2026-04-28\|26.28\|-3.35\|27.19\|27.19\|26.19\|23415;2026-04-29\|26.10\|-0.68\|26.11\|26.46\|25.81\|21589;2026-04-30\|28.16\|7.89\|26.11\|28.47\|25.80\|109156;2026-05-06\|28.39\|0.82\|28.64\|29.62\|27.46\|110075;2026-05-07\|29.65\|4.44\|28.89\|30.56\|28.18\|120987;2026-05-08\|31.68\|6.85\|29.65\|32.73\|29.13\|178767;2026-05-11\|31.30\|-1.20\|31.76\|32.11\|30.66\|117411;2026-05-12\|30.65\|-2.08\|31.06\|31.30\|30.11\|75287;2026-05-13\|33.40\|8.97\|30.20\|33.87\|29.72\|157723;2026-05-14\|34.66\|3.77\|33.70\|35.85\|33.45\|155371;2026-05-15\|35.60\|2.71\|34.66\|36.13\|34.13\|118598;2026-05-18\|35.64\|0.11\|36.12\|36.50\|34.60\|89121;2026-05-19\|37.20\|4.38\|35.35\|37.43\|34.90\|93453;2026-05-20\|36.70\|-1.34\|36.83\|38.28\|36.50\|81350;2026-05-21\|34.31\|-6.51\|37.20\|37.89\|33.99\|104782;2026-05-22\|35.22\|2.65\|34.79\|36.80\|34.33\|90044;2026-05-25\|38.29\|8.72\|35.99\|39.75\|35.52\|116883;2026-05-26\|44.19\|15.41\|37.00\|45.32\|37.00\|210186;2026-05-27\|41.55\|-5.97\|43.91\|44.98\|40.98\|192536;2026-05-28\|40.37\|-2.84\|40.80\|41.90\|40.06\|117537;2026-05-29\|38.82\|-3.84\|40.59\|41.98\|38.00\|111894;2026-06-01\|36.93\|-4.87\|38.10\|39.28\|36.79\|86265;2026-06-02\|38.30\|3.71\|36.96\|40.21\|36.62\|103441;2026-06-03\|37.58\|-1.88\|38.68\|39.46\|36.96\|84644;2026-06-04\|37.88\|0.80\|37.00\|38.58\|35.88\|98998;2026-06-05\|42.18\|11.35\|39.45\|43.66\|37.15\|178218;2026-06-08\|41.73\|-1.07\|39.55\|42.92\|39.55\|114984;2026-06-09\|42.45\|1.73\|42.57\|44.20\|41.93\|109594;2026-06-10\|41.19\|-2.97\|42.11\|43.08\|40.51\|59874;2026-06-11\|41.47\|0.68\|41.13\|41.94\|39.89\|58561;2026-06-12\|42.30\|2.00\|42.79\|43.54\|40.51\|85292;2026-06-15\|50.76\|20.00\|43.75\|50.76\|43.75\|145173;2026-06-16\|57.55\|13.38\|52.28\|57.65\|51.76\|160041;2026-06-17\|59.70\|3.74\|56.71\|60.05\|56.08\|127094;2026-06-18\|63.90\|7.04\|62.78\|66.79\|62.00\|109708;2026-06-22\|73.70\|15.34\|62.50\|76.68\|62.50\|174846;2026-06-23\|70.50\|-4.34\|73.70\|74.40\|69.94\|91006;2026-06-24\|74.80\|6.10\|69.80\|76.36\|66.66\|139228;2026-06-25\|73.00\|-2.41\|78.99\|78.99\|71.20\|99849;2026-06-26\|71.50\|-2.05\|72.04\|73.20\|67.30\|94353;2026-06-29\|68.00\|-4.90\|71.00\|76.99\|64.15\|108255;2026-06-30\|66.70\|-1.91\|71.00\|71.13\|66.36\|91765;2026-07-01\|64.20\|-3.75\|67.03\|68.88\|63.70\|99621;2026-07-02\|60.37\|-5.97\|61.00\|64.52\|59.85\|78733;2026-07-03\|57.70\|-4.42\|59.88\|60.87\|57.68\|72715;2026-07-06\|56.69\|-1.75\|58.00\|58.50\|52.42\|117411;2026-07-07\|53.04\|-6.34\|56.47\|56.47\|52.03\|89246;2026-07-08\|52.73\|-0.58\|53.20\|54.00\|50.62\|96764;2026-07-09\|54.50\|3.36\|52.76\|55.00\|49.60\|107854;2026-07-10\|50.96\|-6.50\|54.90\|56.90\|50.96\|88229;2026-07-13\|45.01\|-11.68\|49.38\|51.95\|44.99\|135151;2026-07-14\|46.75\|3.87\|45.50\|48.24\|45.30\|93250;2026-07-15\|44.76\|-4.26\|47.47\|48.21\|44.32\|97708;2026-07-16\|40.99\|-8.42\|44.70\|45.00\|40.50\|70060;2026-07-17\|36.19\|-11.71\|42.01\|42.30\|36.06\|96177;2026-07-20\|31.56\|-12.79\|37.02\|37.86\|29.50\|125722;2026-07-21\|33.65\|6.62\|32.55\|33.80\|28.02\|167794;2026-07-22\|32.44\|-3.60\|32.25\|34.75\|31.98\|118415;2026-07-23\|31.52\|-2.84\|32.83\|33.94\|31.21\|90430;2026-07-24\|31.08\|-1.40\|31.25\|32.56\|30.27\|85435
9034		涨停揭秘：公司与陆军军医大学合作的重组金葡菌疫苗属1类创新疫苗，近期临床数据或有阶段性进展，叠加医药板块超跌反弹；涨停缘由：国内少数拥有1类细菌性疫苗临床管线的企业，金葡菌感染治疗市场空白大，临床II期数据具差异化潜力；资金逻辑：资金在TMT主线高位后转向低位医药防御板块，创新疫苗题材稀缺，北向资金连续三周增持；风险提示：疫苗临床进展未公告披露，商业化路径长，2025年业绩受集采影响同比下滑	公司与陆军军医大学合作开发的重组金葡菌疫苗，属于1类创新疫苗	2026-03-17\|27.10\|-5.67\|28.57\|28.83\|26.30\|157225;2026-03-18\|31.18\|15.06\|27.00\|31.26\|26.81\|173315;2026-03-19\|30.51\|-2.15\|31.00\|32.29\|30.09\|149794;2026-03-20\|29.43\|-3.54\|31.00\|31.09\|29.32\|81410;2026-03-23\|27.30\|-7.24\|28.13\|29.22\|27.00\|100687;2026-03-24\|28.12\|3.00\|27.85\|28.24\|27.11\|61926;2026-03-25\|28.30\|0.64\|28.78\|29.48\|28.13\|57330;2026-03-26\|28.37\|0.25\|28.30\|29.60\|28.10\|71632;2026-03-27\|29.74\|4.83\|27.94\|30.50\|27.60\|114597;2026-03-30\|29.84\|0.34\|29.34\|29.99\|28.24\|118650;2026-03-31\|29.06\|-2.61\|30.00\|31.20\|29.00\|118559;2026-04-01\|30.38\|4.54\|29.30\|30.80\|28.66\|103643;2026-04-02\|30.30\|-0.26\|29.96\|30.74\|29.43\|75440;2026-04-03\|29.58\|-2.38\|29.66\|30.29\|28.71\|66932;2026-04-07\|28.70\|-2.98\|29.50\|29.50\|28.30\|49016;2026-04-08\|29.34\|2.23\|29.52\|29.92\|28.78\|78158;2026-04-09\|28.49\|-2.90\|29.10\|29.12\|28.32\|52888;2026-04-10\|28.90\|1.44\|28.68\|29.96\|28.66\|68424;2026-04-13\|28.59\|-1.07\|28.66\|29.39\|28.36\|49474;2026-04-14\|30.86\|7.94\|28.61\|30.90\|28.50\|157884;2026-04-15\|28.94\|-6.22\|31.00\|31.30\|28.00\|180486;2026-04-16\|28.98\|0.14\|28.24\|29.25\|28.24\|63882;2026-04-17\|29.12\|0.48\|28.76\|29.50\|28.39\|70484;2026-04-20\|29.85\|2.51\|29.12\|30.36\|28.32\|85512;2026-04-21\|29.82\|-0.10\|29.85\|30.47\|29.50\|60217;2026-04-22\|30.24\|1.41\|29.65\|30.30\|29.30\|68474;2026-04-23\|28.85\|-4.60\|30.06\|30.30\|28.72\|74738;2026-04-24\|28.47\|-1.32\|28.80\|29.18\|28.16\|49148;2026-04-27\|28.80\|1.16\|28.46\|29.44\|28.35\|50231;2026-04-28\|27.97\|-2.88\|28.80\|28.99\|27.70\|60974;2026-04-29\|29.94\|7.04\|27.69\|30.45\|27.47\|111893;2026-04-30\|30.88\|3.14\|30.97\|32.18\|29.66\|168004;2026-05-06\|34.52\|11.79\|32.06\|35.20\|32.06\|226216;2026-05-07\|35.00\|1.39\|34.95\|35.50\|33.81\|112810;2026-05-08\|35.05\|0.14\|35.08\|35.93\|34.50\|107712;2026-05-11\|36.01\|2.74\|35.21\|36.46\|34.81\|123607;2026-05-12\|38.04\|5.64\|35.90\|38.60\|35.77\|173216;2026-05-13\|39.50\|3.84\|38.61\|39.50\|36.42\|141561;2026-05-14\|38.64\|-2.18\|38.51\|40.10\|38.51\|109038;2026-05-15\|39.23\|1.53\|38.53\|39.41\|37.20\|139135;2026-05-18\|39.90\|1.71\|39.24\|40.16\|36.88\|183427;2026-05-19\|40.70\|2.00\|39.70\|41.63\|38.51\|159170;2026-05-20\|39.17\|-3.76\|40.49\|40.78\|38.91\|93975;2026-05-21\|35.72\|-8.81\|39.00\|39.38\|35.12\|219308;2026-05-22\|36.96\|3.47\|35.60\|37.14\|35.30\|79849;2026-05-25\|36.70\|-0.70\|37.50\|37.64\|36.20\|70017;2026-05-26\|37.05\|0.95\|37.33\|37.97\|36.50\|76437;2026-05-27\|38.14\|2.94\|37.46\|38.90\|36.52\|111882;2026-05-28\|36.75\|-3.64\|38.00\|38.38\|36.64\|89479;2026-05-29\|35.15\|-4.35\|36.50\|37.50\|35.00\|104055;2026-06-01\|32.94\|-6.29\|35.52\|35.52\|32.88\|103972;2026-06-02\|31.82\|-3.40\|32.76\|33.26\|31.10\|112480;2026-06-03\|30.80\|-3.21\|31.52\|32.39\|30.33\|119163;2026-06-04\|30.80\|0.00\|30.89\|31.29\|30.25\|62517;2026-06-05\|34.29\|11.33\|31.45\|36.39\|30.71\|178076;2026-06-08\|34.27\|-0.06\|33.53\|35.39\|33.07\|111488;2026-06-09\|34.73\|1.34\|34.50\|34.90\|33.48\|67367;2026-06-10\|34.07\|-1.90\|34.21\|35.30\|32.91\|65549;2026-06-11\|35.19\|3.29\|33.64\|36.42\|33.30\|102066;2026-06-12\|35.22\|0.09\|35.00\|36.26\|34.65\|66873;2026-06-15\|36.15\|2.64\|35.00\|36.15\|34.41\|72458;2026-06-16\|37.45\|3.60\|36.50\|37.47\|35.17\|86091;2026-06-17\|36.75\|-1.87\|37.00\|37.45\|36.46\|69313;2026-06-18\|35.70\|-2.86\|36.53\|36.97\|35.01\|90573;2026-06-22\|37.62\|5.38\|34.10\|38.68\|33.10\|125321;2026-06-23\|38.79\|3.11\|37.62\|39.84\|37.08\|106369;2026-06-24\|39.52\|1.88\|38.83\|41.30\|38.31\|143767;2026-06-25\|38.75\|-1.95\|39.12\|40.58\|38.36\|106039;2026-06-26\|38.28\|-1.21\|38.75\|39.77\|37.64\|122503;2026-06-29\|38.29\|0.03\|37.88\|39.39\|36.00\|138809;2026-06-30\|43.98\|14.86\|38.31\|44.44\|38.01\|246748;2026-07-01\|38.60\|-12.23\|44.59\|44.60\|37.58\|284021;2026-07-02\|39.00\|1.04\|38.48\|39.60\|36.72\|184718;2026-07-03\|42.72\|9.54\|38.90\|43.39\|38.60\|209966;2026-07-06\|43.37\|1.52\|41.70\|44.11\|41.70\|131273;2026-07-07\|41.60\|-4.08\|42.56\|43.59\|41.50\|113949;2026-07-08\|39.36\|-5.38\|41.50\|42.28\|38.55\|132785;2026-07-09\|39.79\|1.09\|40.95\|41.33\|38.07\|116497;2026-07-10\|44.38\|11.54\|39.64\|44.90\|39.11\|195433;2026-07-13\|35.70\|-19.56\|42.00\|42.80\|35.60\|321386;2026-07-14\|36.56\|2.41\|35.50\|38.25\|35.50\|144664;2026-07-15\|38.16\|4.38\|36.14\|38.98\|36.01\|137932;2026-07-16\|33.07\|-13.34\|37.60\|37.60\|32.22\|167088;2026-07-17\|30.41\|-8.04\|32.00\|32.83\|28.60\|191716;2026-07-20\|26.04\|-14.37\|30.09\|30.41\|25.68\|179913;2026-07-21\|26.83\|3.03\|26.31\|27.60\|25.69\|158521;2026-07-22\|26.92\|0.34\|26.57\|28.36\|26.17\|109519;2026-07-23\|27.01\|0.33\|27.20\|27.58\|26.40\|85655;2026-07-24\|25.63\|-5.11\|26.72\|28.03\|25.58\|88947
9033		参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	1、家用医疗健康电子产品及检测产品生产龙头，三季报净利润同比增长52.63%； 2、公司投资的砺思资本连投了三轮月之暗面。	2026-03-17\|54.50\|0.26\|54.40\|56.77\|54.36\|253235;2026-03-18\|59.95\|10.00\|54.33\|59.95\|54.02\|385248;2026-03-19\|65.95\|10.01\|62.27\|65.95\|61.57\|702247;2026-03-20\|62.36\|-5.44\|66.33\|67.49\|61.74\|725388;2026-03-23\|60.52\|-2.95\|62.01\|65.05\|60.00\|490821;2026-03-24\|60.85\|0.55\|61.08\|61.49\|59.00\|373925;2026-03-25\|63.70\|4.68\|61.02\|65.56\|60.59\|438356;2026-03-26\|62.40\|-2.04\|63.35\|63.50\|61.03\|286476;2026-03-27\|68.64\|10.00\|61.72\|68.64\|61.10\|492470;2026-03-30\|75.50\|9.99\|67.95\|75.50\|65.70\|581258;2026-03-31\|73.58\|-2.54\|75.50\|81.91\|73.50\|615603;2026-04-01\|80.94\|10.00\|76.88\|80.94\|73.88\|139161;2026-04-02\|81.15\|0.26\|82.50\|84.94\|80.70\|523830;2026-04-03\|81.13\|-0.02\|80.00\|82.80\|79.06\|335350;2026-04-07\|82.86\|2.13\|82.10\|86.48\|80.56\|295774;2026-04-08\|87.59\|5.71\|84.43\|88.80\|83.50\|372505;2026-04-09\|88.01\|0.48\|86.74\|89.99\|81.00\|303996;2026-04-10\|92.75\|5.39\|89.18\|94.80\|88.25\|272445;2026-04-13\|85.93\|-7.35\|91.00\|91.40\|85.53\|388103;2026-04-14\|77.80\|-9.46\|84.57\|85.90\|77.34\|591332;2026-04-15\|75.58\|-2.85\|77.91\|78.28\|75.20\|344092;2026-04-16\|75.28\|-0.40\|75.01\|75.91\|71.75\|346026;2026-04-17\|75.35\|0.09\|74.20\|77.67\|72.70\|334074;2026-04-20\|80.28\|6.54\|75.35\|82.89\|74.99\|421597;2026-04-21\|80.08\|-0.25\|80.36\|81.00\|77.68\|215870;2026-04-22\|88.09\|10.00\|79.51\|88.09\|78.61\|369375;2026-04-23\|86.15\|-2.20\|88.65\|94.94\|85.70\|416115;2026-04-24\|81.54\|-5.35\|85.31\|88.02\|80.84\|304898;2026-04-27\|77.35\|-5.14\|81.14\|81.50\|75.89\|277154;2026-04-28\|74.91\|-3.15\|76.88\|77.60\|74.53\|223941;2026-04-29\|75.16\|0.33\|76.60\|81.28\|75.03\|365585;2026-04-30\|73.50\|-2.21\|75.16\|76.70\|72.75\|248231;2026-05-06\|72.50\|-1.36\|71.91\|73.78\|68.62\|350630;2026-05-07\|78.30\|8.00\|73.69\|79.75\|72.07\|446200;2026-05-08\|76.13\|-2.77\|76.61\|78.50\|74.45\|304302;2026-05-11\|73.12\|-3.95\|76.87\|78.21\|72.55\|399727;2026-05-12\|74.60\|2.02\|72.69\|75.68\|72.51\|238358;2026-05-13\|77.92\|4.45\|74.23\|79.80\|71.86\|373428;2026-05-14\|78.82\|1.16\|80.04\|84.50\|78.29\|402524;2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951;2026-07-13\|55.36\|-5.85\|58.21\|59.63\|55.04\|146528;2026-07-14\|60.90\|10.01\|55.88\|60.90\|55.60\|241288;2026-07-15\|66.99\|10.00\|66.99\|66.99\|66.99\|32560;2026-07-16\|72.00\|7.48\|70.33\|73.69\|68.50\|657616;2026-07-17\|79.20\|10.00\|79.20\|79.20\|76.89\|456456;2026-07-20\|72.50\|-8.46\|87.12\|87.12\|71.55\|918230;2026-07-21\|79.75\|10.00\|75.05\|79.75\|73.27\|604422;2026-07-22\|81.64\|2.37\|83.31\|85.06\|79.20\|823138;2026-07-23\|73.48\|-10.00\|79.21\|79.99\|73.48\|505824;2026-07-24\|67.58\|-8.03\|69.00\|71.16\|67.51\|537373
9032		创新药+LH-1801揭盲+扬州国资行业原因： 1、恒瑞医药2025年报创新药收入163亿元同比增26%且占比近六成，并给出2026年增速超30%指引，盈利拐点确认。 2、诺诚健华、云顶新耀、晶泰控股等多家创新药企2025年集体扭亏，行业正式迈入盈利兑现阶段。公司原因： 1、据2025年12月26日机构调研，公司1类新药LH-1801SGLT-2抑制剂Ⅲ期临床52周随访预计2026年一季度揭盲，系国内首个与达格列净头对头研究，市场空间广阔。 2、据2025年8月27日半年度报告，公司主营泌尿、心血管等化学制剂及原料药，拥有国家一类新药爱普列特片等核心品种，38个制剂纳入基药目录、84个制剂纳入医保目录。 3、据互动易及2025年9月25日披露，公司最终控制人为扬州市国资委，控股股东联环集团2024年增持516.63万股，占总股本1.81%，具备地方国企背景。	公司主导产品之一爱普列特片为国家一类新药，是国内首创的治疗前列腺良性增生症的有效药物，生产的美愈伪麻胶囊可用于缓解普通感冒和流行性感冒症状	2026-03-17\|20.44\|-4.17\|21.30\|21.39\|20.41\|101446;2026-03-18\|22.48\|9.98\|20.47\|22.48\|20.25\|152597;2026-03-19\|22.58\|0.44\|22.44\|22.94\|22.25\|175108;2026-03-20\|22.44\|-0.62\|22.80\|22.96\|22.38\|126107;2026-03-23\|21.54\|-4.01\|22.30\|22.49\|21.35\|109684;2026-03-24\|22.42\|4.09\|21.94\|22.46\|21.63\|125470;2026-03-25\|22.80\|1.69\|22.60\|22.98\|22.35\|103669;2026-03-26\|23.28\|2.11\|22.55\|23.50\|22.55\|138348;2026-03-27\|25.61\|10.01\|22.85\|25.61\|22.85\|265379;2026-03-30\|28.17\|10.00\|26.37\|28.17\|26.17\|322463;2026-03-31\|27.96\|-0.75\|27.54\|30.70\|26.78\|596489;2026-04-01\|30.30\|8.37\|27.96\|30.76\|27.50\|649027;2026-04-02\|30.75\|1.49\|29.85\|32.27\|29.00\|573240;2026-04-03\|27.68\|-9.98\|29.36\|29.85\|27.68\|370244;2026-04-07\|24.96\|-9.83\|26.72\|27.79\|24.91\|636294;2026-04-08\|24.67\|-1.16\|25.40\|25.87\|24.39\|391875;2026-04-09\|23.41\|-5.11\|24.34\|24.68\|23.30\|344650;2026-04-10\|22.57\|-3.59\|23.42\|23.64\|22.55\|308873;2026-04-13\|22.36\|-0.93\|22.82\|22.84\|22.24\|203896;2026-04-14\|22.28\|-0.36\|22.36\|22.40\|21.81\|190927;2026-04-15\|23.75\|6.60\|22.95\|23.82\|22.15\|561339;2026-04-16\|22.23\|-6.40\|23.30\|23.30\|22.00\|369070;2026-04-17\|21.12\|-4.99\|21.94\|21.94\|20.64\|302831;2026-04-20\|21.33\|0.99\|20.98\|21.40\|20.66\|167123;2026-04-21\|20.82\|-2.39\|21.12\|21.42\|20.71\|148152;2026-04-22\|20.65\|-0.82\|20.67\|20.95\|20.30\|155183;2026-04-23\|20.31\|-1.65\|20.55\|20.77\|20.08\|118153;2026-04-24\|20.21\|-0.49\|20.16\|20.50\|20.02\|99132;2026-04-27\|20.57\|1.78\|20.09\|20.62\|19.93\|128871;2026-04-28\|20.57\|0.00\|20.15\|20.95\|20.15\|136508;2026-04-29\|21.89\|6.42\|20.80\|22.60\|20.61\|351438;2026-04-30\|22.78\|4.07\|22.51\|23.30\|21.85\|347412;2026-05-06\|23.36\|2.55\|22.65\|24.20\|22.61\|291868;2026-05-07\|22.27\|-4.67\|23.00\|23.60\|22.26\|289835;2026-05-08\|21.57\|-3.14\|23.50\|23.60\|21.55\|423680;2026-05-11\|21.29\|-1.30\|21.54\|21.67\|20.77\|257519;2026-05-12\|20.63\|-3.10\|21.10\|21.20\|20.58\|175522;2026-05-13\|20.80\|0.82\|20.63\|21.08\|20.30\|139423;2026-05-14\|20.94\|0.67\|20.66\|21.88\|20.63\|242987;2026-05-15\|20.05\|-4.25\|20.60\|20.77\|19.92\|197417;2026-05-18\|19.62\|-2.14\|20.01\|20.01\|19.53\|114164;2026-05-19\|19.66\|0.20\|19.85\|20.28\|19.45\|119085;2026-05-20\|19.43\|-1.17\|19.68\|19.82\|19.23\|92751;2026-05-21\|19.26\|-0.87\|19.32\|20.05\|19.24\|132939;2026-05-22\|18.93\|-1.71\|19.26\|19.59\|18.69\|107997;2026-05-25\|18.49\|-2.32\|18.92\|19.12\|18.29\|107019;2026-05-26\|17.97\|-2.81\|18.25\|18.49\|17.73\|106191;2026-05-27\|17.60\|-2.06\|17.78\|18.08\|17.43\|93269;2026-05-28\|17.51\|-0.51\|17.60\|17.94\|17.21\|77527;2026-05-29\|17.58\|0.40\|17.51\|18.16\|17.20\|156469;2026-06-01\|17.66\|0.46\|17.42\|17.95\|17.33\|89470;2026-06-02\|17.08\|-3.28\|17.66\|17.76\|16.67\|107103;2026-06-03\|17.16\|0.47\|17.01\|17.29\|16.80\|93655;2026-06-04\|17.00\|-0.93\|17.12\|17.25\|16.88\|69347;2026-06-05\|16.68\|-1.88\|17.25\|17.28\|16.55\|95810;2026-06-08\|16.37\|-1.86\|16.33\|16.85\|16.08\|86825;2026-06-09\|16.44\|0.43\|16.32\|16.68\|16.13\|75056;2026-06-10\|16.08\|-2.19\|16.30\|16.42\|15.95\|65868;2026-06-11\|15.77\|-1.93\|15.88\|16.09\|15.65\|65707;2026-06-12\|15.90\|0.82\|15.77\|16.19\|15.62\|81367;2026-06-15\|16.03\|0.82\|15.82\|16.11\|15.82\|63003;2026-06-16\|16.20\|1.06\|16.04\|16.47\|15.79\|82384;2026-06-17\|15.85\|-2.16\|16.18\|16.18\|15.81\|74618;2026-06-18\|15.73\|-0.76\|15.83\|16.14\|15.52\|83191;2026-06-22\|15.58\|-0.95\|15.59\|15.63\|15.04\|104687;2026-06-23\|16.15\|3.66\|15.56\|16.76\|15.40\|161433;2026-06-24\|15.43\|-4.46\|16.18\|16.20\|15.41\|118513;2026-06-25\|15.08\|-2.27\|15.43\|15.43\|14.70\|103308;2026-06-26\|14.23\|-5.64\|15.12\|15.12\|14.20\|98141;2026-06-29\|14.73\|3.51\|14.16\|15.18\|13.82\|148094;2026-06-30\|14.54\|-1.29\|14.77\|14.97\|14.39\|116266;2026-07-01\|15.52\|6.74\|14.44\|15.54\|14.26\|156052;2026-07-02\|15.50\|-0.13\|15.47\|16.39\|15.40\|172890;2026-07-03\|15.90\|2.58\|15.66\|16.08\|15.44\|147262;2026-07-06\|15.95\|0.31\|15.70\|16.44\|15.62\|158309;2026-07-07\|14.90\|-6.58\|15.71\|15.87\|14.87\|133162;2026-07-08\|14.45\|-2.56\|14.83\|15.12\|14.43\|90297;2026-07-09\|14.08\|-2.56\|14.34\|14.68\|13.67\|108082;2026-07-10\|15.49\|10.01\|14.01\|15.49\|13.76\|172095;2026-07-13\|17.04\|10.01\|15.66\|17.04\|14.82\|424278;2026-07-14\|17.82\|4.58\|17.03\|17.82\|16.51\|506994;2026-07-15\|19.15\|7.46\|16.99\|19.50\|16.99\|523555;2026-07-16\|17.28\|-9.77\|18.57\|19.00\|17.24\|441752;2026-07-17\|16.89\|-2.26\|17.21\|18.14\|16.41\|320427;2026-07-20\|16.60\|-1.72\|16.01\|17.20\|15.20\|289460;2026-07-21\|15.35\|-7.53\|16.44\|16.44\|14.94\|325642;2026-07-22\|15.06\|-1.89\|14.90\|16.17\|14.82\|274882;2026-07-23\|16.57\|10.03\|14.89\|16.57\|14.73\|277012;2026-07-24\|15.42\|-6.94\|16.38\|16.85\|15.42\|250560
9031		拟收购医院+眼科医疗+民营医院 1、据2026年3月17日董事会决议公告，公司拟以5.28亿元现金收购上海勤礼100%股权，交易完成后上海天伦医院将成为公司间接全资子公司，医疗服务板块规模与盈利预期同步提升。 2、据2024年年度报告，公司核心产品苄达赖氨酸滴眼液在白内障药物市场处于行业前列，OTC渠道覆盖全国，品牌与渠道优势突出。 3、据2025年半年度报告，公司医疗服务板块以青岛视康医院为核心，持续强化民营医院布局。	白内障药物龙头，核心产品莎普爱思滴眼液属于眼科用药（抗白内障类）领域；上半年扭亏为盈	2026-03-17\|7.09\|-0.98\|7.16\|7.25\|7.09\|44018;2026-03-18\|7.80\|10.01\|7.70\|7.80\|7.35\|302450;2026-03-19\|7.47\|-4.23\|7.73\|7.85\|7.37\|455040;2026-03-20\|6.88\|-7.90\|7.37\|7.42\|6.88\|288373;2026-03-23\|6.29\|-8.58\|6.51\|6.68\|6.24\|238369;2026-03-24\|6.61\|5.09\|6.41\|6.65\|6.31\|169112;2026-03-25\|6.73\|1.82\|6.73\|6.81\|6.64\|108379;2026-03-26\|6.64\|-1.34\|6.76\|6.88\|6.61\|86858;2026-03-27\|6.93\|4.37\|6.59\|6.94\|6.54\|102544;2026-03-30\|7.08\|2.16\|6.84\|7.08\|6.84\|111352;2026-03-31\|7.05\|-0.42\|7.17\|7.22\|7.02\|85595;2026-04-01\|7.16\|1.56\|7.11\|7.19\|6.98\|77627;2026-04-02\|7.07\|-1.26\|7.17\|7.22\|7.01\|72235;2026-04-03\|6.81\|-3.68\|7.07\|7.07\|6.75\|90946;2026-04-07\|6.99\|2.64\|6.76\|7.05\|6.66\|86216;2026-04-08\|7.08\|1.29\|7.04\|7.15\|6.94\|114569;2026-04-09\|6.79\|-4.10\|7.04\|7.19\|6.79\|98854;2026-04-10\|6.87\|1.18\|6.92\|7.01\|6.74\|99422;2026-04-13\|6.78\|-1.31\|6.94\|6.95\|6.72\|73795;2026-04-14\|6.74\|-0.59\|6.80\|6.90\|6.61\|89490;2026-04-15\|6.65\|-1.34\|6.80\|6.84\|6.53\|116621;2026-04-16\|6.75\|1.50\|6.65\|6.78\|6.56\|102430;2026-04-17\|6.51\|-3.56\|6.72\|6.72\|6.42\|105989;2026-04-20\|6.48\|-0.46\|6.47\|6.49\|6.36\|84662;2026-04-21\|6.46\|-0.31\|6.47\|6.53\|6.39\|73443;2026-04-22\|6.48\|0.31\|6.44\|6.50\|6.38\|51484;2026-04-23\|6.37\|-1.70\|6.43\|6.47\|6.32\|65746;2026-04-24\|6.50\|2.04\|6.34\|6.56\|6.28\|74784;2026-04-27\|6.63\|2.00\|6.50\|6.68\|6.35\|81674;2026-04-28\|6.62\|-0.15\|6.61\|6.76\|6.54\|77338;2026-04-29\|6.74\|1.81\|6.62\|6.80\|6.55\|78451;2026-04-30\|6.74\|0.00\|6.68\|6.80\|6.61\|84586;2026-05-06\|6.68\|-0.89\|6.77\|6.80\|6.61\|85173;2026-05-07\|6.68\|0.00\|6.67\|6.75\|6.65\|65019;2026-05-08\|6.71\|0.45\|6.68\|6.74\|6.63\|55572;2026-05-11\|6.77\|0.89\|6.71\|6.79\|6.65\|61453;2026-05-12\|6.55\|-3.25\|6.72\|6.74\|6.51\|63734;2026-05-13\|6.54\|-0.15\|6.55\|6.59\|6.49\|51834;2026-05-14\|6.48\|-0.92\|6.55\|6.58\|6.47\|47500;2026-05-15\|6.40\|-1.23\|6.46\|6.51\|6.34\|58735;2026-05-18\|6.38\|-0.31\|6.41\|6.41\|6.24\|75692;2026-05-19\|6.47\|1.41\|6.42\|6.56\|6.40\|70433;2026-05-20\|6.36\|-1.70\|6.46\|6.46\|6.32\|48382;2026-05-21\|6.12\|-3.77\|6.39\|6.50\|6.10\|63877;2026-05-22\|6.19\|1.14\|6.14\|6.23\|6.04\|57004;2026-05-25\|6.08\|-1.78\|6.20\|6.30\|6.02\|61013;2026-05-26\|5.92\|-2.63\|6.04\|6.11\|5.85\|67407;2026-05-27\|5.85\|-1.18\|5.90\|5.96\|5.76\|64622;2026-05-28\|5.86\|0.17\|5.84\|5.91\|5.66\|73431;2026-05-29\|5.78\|-1.37\|5.86\|5.94\|5.73\|66707;2026-06-01\|5.94\|2.77\|5.69\|5.96\|5.55\|78001;2026-06-02\|5.73\|-3.54\|5.96\|5.96\|5.71\|59933;2026-06-03\|5.64\|-1.57\|5.76\|5.76\|5.57\|48840;2026-06-04\|5.53\|-1.95\|5.60\|5.67\|5.46\|51506;2026-06-05\|5.61\|1.45\|5.53\|5.69\|5.46\|62432;2026-06-08\|5.45\|-2.85\|5.55\|5.69\|5.37\|58469;2026-06-09\|5.46\|0.18\|5.44\|5.58\|5.35\|56854;2026-06-10\|5.42\|-0.73\|5.44\|5.52\|5.30\|57828;2026-06-11\|5.31\|-2.03\|5.40\|5.42\|5.22\|44530;2026-06-12\|5.41\|1.88\|5.38\|5.44\|5.24\|57357;2026-06-15\|5.28\|-2.40\|5.45\|5.54\|5.21\|72977;2026-06-16\|5.23\|-0.95\|5.27\|5.28\|5.08\|83213;2026-06-17\|5.08\|-2.87\|5.18\|5.25\|5.05\|78408;2026-06-18\|5.09\|0.20\|5.06\|5.19\|4.98\|71471;2026-06-22\|5.12\|0.59\|5.08\|5.13\|4.83\|91786;2026-06-23\|5.25\|2.54\|5.09\|5.36\|5.06\|100000;2026-06-24\|4.97\|-5.33\|5.25\|5.29\|4.92\|92786;2026-06-25\|4.89\|-1.61\|4.98\|4.98\|4.80\|79321;2026-06-26\|4.75\|-2.86\|4.89\|4.89\|4.67\|71916;2026-06-29\|4.84\|1.89\|4.73\|4.87\|4.55\|102435;2026-06-30\|4.72\|-2.48\|4.84\|4.92\|4.65\|98132;2026-07-01\|4.97\|5.30\|4.72\|5.01\|4.65\|113543;2026-07-02\|4.97\|0.00\|5.01\|5.15\|4.87\|98557;2026-07-03\|5.08\|2.21\|5.02\|5.13\|4.90\|97125;2026-07-06\|5.03\|-0.98\|5.09\|5.18\|5.01\|76382;2026-07-07\|4.82\|-4.17\|5.05\|5.05\|4.79\|74600;2026-07-08\|4.81\|-0.21\|4.81\|4.88\|4.72\|64349;2026-07-09\|4.77\|-0.83\|4.81\|4.95\|4.67\|67809;2026-07-10\|4.98\|4.40\|4.75\|5.08\|4.68\|114983;2026-07-13\|4.90\|-1.61\|4.96\|5.04\|4.86\|88951;2026-07-14\|5.05\|3.06\|4.87\|5.09\|4.84\|100525;2026-07-15\|5.18\|2.57\|5.05\|5.27\|5.00\|90728;2026-07-16\|5.30\|2.32\|5.18\|5.37\|5.10\|102841;2026-07-17\|5.04\|-4.91\|5.32\|5.35\|4.99\|117888;2026-07-20\|4.92\|-2.38\|5.01\|5.19\|4.86\|116534;2026-07-21\|4.80\|-2.44\|4.94\|4.94\|4.60\|119796;2026-07-22\|4.73\|-1.46\|4.76\|4.93\|4.71\|75864;2026-07-23\|4.89\|3.38\|4.71\|4.91\|4.67\|80459;2026-07-24\|4.74\|-3.07\|4.85\|4.89\|4.71\|70526
9030		流感检测+POCT+海外增长 1、据2025年11月22日业绩说明会，公司甲型/乙型流感病毒及呼吸道合胞病毒核酸联合检测试剂盒荧光PCR法已覆盖市场，并于2025年11月针对性推出肺炎衣原体、肺炎支原体及腺病毒核酸联合检测试剂盒荧光PCR法，适配流感季需求，约30分钟出结果。 2、据2025年11月22日业绩说明会，前三季度海外POCT条线收入0.99亿元，同比增长41.61%，POCT产品已销至120余国。 3、据2025年4月30日年度报告，公司依托POCT、化学发光、生化、分子等八大技术平台及四大核心科研平台，打造IVD全场景综合解决方案，产品覆盖免疫、生化、分子等多检测领域。	国内心血管POCT龙头，以心肌标志物、炎症类为拳头优势项目；主营产品为POCT体外诊断试剂及配套仪器，产品覆盖心血管疾病、肾损伤、传染病等重大疾病领域	2026-03-17\|9.44\|10.02\|8.60\|9.44\|8.55\|386624;2026-03-18\|10.38\|9.96\|9.76\|10.38\|9.72\|334855;2026-03-19\|10.20\|-1.73\|11.28\|11.42\|9.90\|1224683;2026-03-20\|9.65\|-5.39\|9.80\|10.28\|9.40\|844788;2026-03-23\|8.69\|-9.95\|9.25\|9.38\|8.69\|603449;2026-03-24\|9.01\|3.68\|8.77\|9.08\|8.66\|491826;2026-03-25\|9.17\|1.78\|9.01\|9.33\|8.89\|477414;2026-03-26\|9.00\|-1.85\|9.15\|9.29\|8.91\|338178;2026-03-27\|9.90\|10.00\|8.88\|9.90\|8.85\|432332;2026-03-30\|10.21\|3.13\|10.00\|10.40\|9.92\|793519;2026-03-31\|10.02\|-1.86\|10.15\|10.25\|9.96\|437033;2026-04-01\|10.63\|6.09\|10.05\|10.82\|9.99\|708415;2026-04-02\|10.65\|0.19\|10.35\|11.39\|10.18\|654781;2026-04-03\|10.11\|-5.07\|10.40\|10.79\|10.11\|475783;2026-04-07\|10.29\|1.78\|10.70\|10.80\|10.15\|390446;2026-04-08\|10.13\|-1.55\|10.41\|10.48\|9.98\|363780;2026-04-09\|9.75\|-3.75\|10.10\|10.20\|9.68\|364732;2026-04-10\|10.19\|4.51\|9.83\|10.73\|9.77\|667551;2026-04-13\|9.98\|-2.06\|10.49\|10.49\|9.85\|438103;2026-04-14\|9.82\|-1.60\|9.99\|10.06\|9.69\|304300;2026-04-15\|10.16\|3.46\|9.90\|10.20\|9.75\|425488;2026-04-16\|9.93\|-2.26\|10.01\|10.04\|9.72\|283356;2026-04-17\|9.46\|-4.73\|9.84\|9.85\|9.42\|300923;2026-04-20\|9.66\|2.11\|9.40\|9.67\|9.36\|192036;2026-04-21\|9.40\|-2.69\|9.60\|9.64\|9.33\|182118;2026-04-22\|9.43\|0.32\|9.33\|9.44\|9.28\|127654;2026-04-23\|9.33\|-1.06\|9.47\|9.47\|9.22\|138107;2026-04-24\|9.35\|0.21\|9.25\|9.44\|9.25\|114913;2026-04-27\|9.27\|-0.86\|9.50\|9.52\|9.25\|114417;2026-04-28\|9.05\|-2.37\|9.27\|9.38\|8.98\|184929;2026-04-29\|9.15\|1.10\|8.98\|9.22\|8.96\|120448;2026-04-30\|9.65\|5.46\|9.35\|9.86\|9.35\|311786;2026-05-06\|9.65\|0.00\|9.63\|9.71\|9.58\|167364;2026-05-07\|9.60\|-0.52\|9.65\|9.66\|9.51\|116573;2026-05-08\|9.88\|2.92\|9.58\|10.06\|9.58\|214115;2026-05-11\|10.14\|2.63\|9.96\|10.15\|9.76\|270980;2026-05-12\|9.76\|-3.75\|10.06\|10.07\|9.75\|201557;2026-05-13\|9.75\|-0.10\|9.71\|9.82\|9.66\|123039;2026-05-14\|9.66\|-0.92\|9.73\|9.82\|9.60\|130727;2026-05-15\|9.50\|-1.66\|9.59\|9.66\|9.41\|119042;2026-05-18\|9.50\|0.00\|9.52\|9.59\|9.38\|107123;2026-05-19\|9.64\|1.47\|9.51\|9.78\|9.51\|102231;2026-05-20\|9.34\|-3.11\|9.56\|9.60\|9.30\|114574;2026-05-21\|9.09\|-2.68\|9.33\|9.49\|9.08\|112336;2026-05-22\|9.22\|1.43\|9.14\|9.32\|9.09\|83032;2026-05-25\|9.21\|-0.11\|9.22\|9.38\|9.11\|76760;2026-05-26\|9.06\|-1.63\|9.21\|9.21\|8.95\|78821;2026-05-27\|8.86\|-2.21\|9.01\|9.05\|8.74\|93356;2026-05-28\|8.82\|-0.45\|8.82\|8.92\|8.65\|61515;2026-05-29\|8.91\|1.02\|8.81\|8.96\|8.78\|87219;2026-06-01\|9.04\|1.46\|8.82\|9.04\|8.82\|83393;2026-06-02\|8.83\|-2.32\|9.04\|9.04\|8.78\|75933;2026-06-03\|8.72\|-1.25\|8.81\|8.83\|8.66\|72385;2026-06-04\|8.41\|-3.56\|8.65\|8.77\|8.40\|86627;2026-06-05\|8.49\|0.95\|8.46\|8.59\|8.40\|67505;2026-06-08\|8.20\|-3.42\|8.35\|8.50\|8.08\|81224;2026-06-09\|8.20\|0.00\|8.21\|8.28\|8.11\|64842;2026-06-10\|8.06\|-1.71\|8.25\|8.25\|7.93\|81586;2026-06-11\|7.98\|-0.99\|8.00\|8.10\|7.85\|57167;2026-06-12\|8.14\|2.00\|8.09\|8.15\|7.92\|78530;2026-06-15\|8.23\|1.11\|8.18\|8.30\|8.14\|77074;2026-06-16\|8.22\|-0.12\|8.25\|8.28\|8.12\|60754;2026-06-17\|8.12\|-1.22\|8.22\|8.22\|8.09\|55125;2026-06-18\|8.10\|1.63\|7.99\|8.24\|7.93\|68760;2026-06-22\|7.95\|-1.85\|8.08\|8.08\|7.62\|104845;2026-06-23\|8.18\|2.89\|7.89\|8.32\|7.89\|100643;2026-06-24\|8.10\|-0.98\|8.19\|8.34\|8.06\|91150;2026-06-25\|7.80\|-3.70\|8.00\|8.08\|7.74\|93055;2026-06-26\|7.52\|-3.59\|7.74\|7.80\|7.51\|84059;2026-06-29\|7.83\|4.12\|7.52\|7.87\|7.37\|118506;2026-06-30\|7.56\|-3.45\|7.77\|7.79\|7.51\|86023;2026-07-01\|8.04\|6.35\|7.53\|8.05\|7.47\|119866;2026-07-02\|8.04\|0.00\|7.96\|8.16\|7.90\|100792;2026-07-03\|8.27\|2.86\|8.04\|8.30\|8.04\|106852;2026-07-06\|8.33\|0.73\|8.32\|8.47\|8.24\|97820;2026-07-07\|8.12\|-2.52\|8.27\|8.30\|8.07\|77236;2026-07-08\|8.14\|0.25\|8.17\|8.26\|8.06\|69486;2026-07-09\|8.12\|-0.25\|8.06\|8.26\|7.95\|70313;2026-07-10\|8.28\|1.97\|8.11\|8.32\|7.98\|95249;2026-07-13\|8.26\|-0.24\|8.26\|8.37\|8.20\|83667;2026-07-14\|8.39\|1.57\|8.21\|8.44\|8.12\|95228;2026-07-15\|9.23\|10.01\|8.68\|9.23\|8.67\|254220;2026-07-16\|9.25\|0.22\|9.10\|9.47\|9.00\|355586;2026-07-17\|8.79\|-4.97\|9.12\|9.26\|8.71\|251940;2026-07-20\|8.94\|1.71\|8.76\|8.94\|8.63\|217160;2026-07-21\|8.62\|-3.58\|8.80\|8.82\|8.45\|190472;2026-07-22\|8.70\|0.93\|8.62\|8.85\|8.54\|156685;2026-07-23\|8.78\|0.92\|8.62\|8.78\|8.54\|130043;2026-07-24\|8.34\|-5.01\|8.75\|8.78\|8.33\|123017
9029	特斯拉3月或发布新款机器人	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	1、公司智能检测及识别领域产品主要包括智能驾驶、无人机、移动机器人等移动类终端设备； 2、精密光学镜头产品和技术开发服务提供商；智能驾驶领域是光学镜头应用的重要领域，公司已经开发出了应用于DMS、OMS等系统的车载产品，另有ADAS等多种车载类产品在开发中，主要为智能驾驶系统厂商提供产品和服务	2026-03-17\|53.87\|-3.77\|56.00\|56.14\|53.82\|32053;2026-03-18\|59.76\|10.93\|53.88\|60.21\|53.00\|70673;2026-03-19\|60.50\|1.24\|57.11\|62.74\|56.89\|90449;2026-03-20\|65.96\|9.02\|61.00\|72.60\|61.00\|156669;2026-03-23\|61.00\|-7.52\|61.59\|65.30\|59.99\|113543;2026-03-24\|66.12\|8.39\|62.09\|68.00\|58.88\|112139;2026-03-25\|70.46\|6.56\|71.67\|75.77\|69.51\|116543;2026-03-26\|76.25\|8.22\|69.03\|80.50\|69.03\|120470;2026-03-27\|75.10\|-1.51\|74.21\|78.45\|71.40\|95895;2026-03-30\|74.49\|-0.81\|73.00\|76.87\|72.01\|73888;2026-03-31\|68.35\|-8.24\|73.88\|74.00\|68.33\|81753;2026-04-01\|76.60\|12.07\|70.00\|76.60\|69.16\|91120;2026-04-02\|76.96\|0.47\|74.47\|79.39\|73.47\|84457;2026-04-03\|86.99\|13.03\|78.80\|89.58\|78.30\|118945;2026-04-07\|86.43\|-0.64\|86.55\|88.80\|82.55\|83976;2026-04-08\|91.87\|6.29\|89.80\|99.99\|88.94\|130393;2026-04-09\|87.68\|-4.56\|89.18\|90.98\|84.55\|88894;2026-04-10\|86.00\|-1.92\|88.00\|88.87\|84.50\|91134;2026-04-13\|85.34\|-0.77\|85.09\|88.30\|84.68\|60180;2026-04-14\|83.88\|-1.71\|84.68\|86.68\|82.91\|68907;2026-04-15\|81.28\|-3.10\|83.91\|84.70\|80.59\|57624;2026-04-16\|82.05\|0.95\|81.29\|82.60\|79.90\|44271;2026-04-17\|81.93\|-0.15\|83.99\|85.40\|80.77\|68390;2026-04-20\|89.04\|8.68\|81.83\|89.17\|80.03\|99894;2026-04-21\|92.22\|3.57\|88.00\|98.50\|87.84\|98652;2026-04-22\|99.71\|8.12\|93.33\|100.90\|93.33\|75678;2026-04-23\|94.68\|-5.04\|99.70\|100.90\|93.80\|60349;2026-04-24\|93.22\|-1.54\|94.63\|98.51\|92.08\|52891;2026-04-27\|91.90\|-1.42\|94.00\|94.67\|89.72\|36520;2026-04-28\|90.20\|-1.85\|94.00\|95.39\|89.30\|41505;2026-04-29\|96.59\|7.08\|90.72\|97.22\|90.01\|51097;2026-04-30\|88.88\|-7.98\|97.00\|97.00\|85.30\|71797;2026-05-06\|90.47\|1.79\|89.50\|94.56\|87.81\|51828;2026-05-07\|98.72\|9.12\|92.27\|99.15\|88.66\|58056;2026-05-08\|107.30\|8.69\|98.20\|107.30\|97.14\|69143;2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090
9028	特斯拉3月或发布新款机器人	GPU投资+芯片布局+纸包装行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月20日进展公告，公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司拟以5.5亿元取得芯瞳半导体22.9831%股权，标的公司专注高性能图形处理器芯片设计。 2、据2026年5月13日互动易，公司此前1.5亿元参股的浙江曲速科技专注AI大模型推理芯片，目前研发与市场拓展正常推进。 3、据2025年度报告，公司主营瓦楞纸箱、精品烟包、高端酒包等纸包装产品，是国内领先的纸包装综合解决方案供应商，生产基地已覆盖浙江、江苏、四川、湖北、新疆、贵州、海南等地。	1、公司智能工厂上线的工厂数字化监控机器人和“虚拟厂长”智能虚拟机器人项目。 2、公司拟1.04亿元收购四川中飞20%股权。	2026-03-17\|10.05\|1.00\|9.96\|10.30\|9.96\|173166;2026-03-18\|11.06\|10.05\|10.03\|11.06\|10.02\|358435;2026-03-19\|12.17\|10.04\|12.17\|12.17\|12.17\|49106;2026-03-20\|13.39\|10.02\|13.39\|13.39\|13.39\|46402;2026-03-23\|14.73\|10.01\|14.73\|14.73\|13.11\|1670973;2026-03-24\|14.75\|0.14\|15.00\|15.43\|13.56\|1474710;2026-03-25\|15.00\|1.69\|14.99\|15.33\|14.08\|1114531;2026-03-26\|16.50\|10.00\|15.22\|16.50\|14.81\|1007493;2026-03-27\|15.63\|-5.27\|15.99\|16.47\|14.85\|1150724;2026-03-30\|16.12\|3.13\|14.37\|16.26\|14.07\|1039495;2026-03-31\|14.90\|-7.57\|15.83\|16.20\|14.73\|840771;2026-04-01\|16.39\|10.00\|15.28\|16.39\|15.28\|781118;2026-04-02\|16.17\|-1.34\|16.97\|17.92\|15.85\|1054056;2026-04-03\|14.89\|-7.92\|16.17\|16.39\|14.68\|829491;2026-04-07\|16.38\|10.01\|15.19\|16.38\|14.80\|653535;2026-04-08\|17.36\|5.98\|17.10\|17.69\|16.55\|1114413;2026-04-09\|18.16\|4.61\|16.89\|18.54\|16.20\|1132065;2026-04-10\|16.77\|-7.65\|17.96\|18.16\|16.72\|869102;2026-04-13\|16.99\|1.31\|16.15\|17.03\|15.59\|596374;2026-04-14\|16.40\|-3.47\|17.29\|17.29\|16.00\|643850;2026-04-15\|18.04\|10.00\|18.04\|18.04\|18.04\|210358;2026-04-16\|19.84\|9.98\|19.00\|19.84\|18.66\|1582411;2026-04-17\|19.25\|-2.97\|19.38\|20.80\|18.80\|1339271;2026-04-20\|19.09\|-0.83\|19.20\|19.88\|18.48\|1054443;2026-04-21\|19.55\|2.41\|19.52\|19.85\|17.83\|1206382;2026-04-22\|18.59\|-4.91\|19.00\|19.19\|18.25\|889897;2026-04-23\|18.56\|-0.16\|18.83\|20.00\|18.30\|837308;2026-04-24\|16.70\|-10.02\|17.71\|17.82\|16.70\|953506;2026-04-27\|16.48\|-1.32\|16.87\|17.50\|16.23\|619180;2026-04-28\|15.12\|-8.25\|16.00\|16.19\|15.00\|724236;2026-04-29\|15.62\|3.31\|14.99\|15.72\|14.95\|496177;2026-04-30\|17.18\|9.99\|15.60\|17.18\|15.60\|695250;2026-05-06\|17.58\|2.33\|17.09\|17.84\|16.85\|765271;2026-05-07\|17.20\|-2.16\|17.41\|17.85\|17.08\|644825;2026-05-08\|16.97\|-1.34\|17.09\|17.16\|16.60\|407907;2026-05-11\|17.00\|0.18\|16.97\|17.39\|16.39\|512936;2026-05-12\|16.75\|-1.47\|17.18\|17.18\|16.50\|297591;2026-05-13\|16.65\|-0.60\|16.49\|17.05\|16.28\|334483;2026-05-14\|15.95\|-4.20\|16.52\|16.85\|15.84\|352845;2026-05-15\|15.55\|-2.51\|15.93\|16.08\|15.36\|276779;2026-05-18\|15.62\|0.45\|15.28\|15.77\|15.06\|231592;2026-05-19\|16.09\|3.01\|15.49\|16.48\|15.18\|359765;2026-05-20\|17.70\|10.01\|16.95\|17.70\|16.50\|518361;2026-05-21\|16.77\|-5.25\|17.64\|17.87\|16.68\|753787;2026-05-22\|16.23\|-3.22\|16.84\|17.08\|16.11\|431346;2026-05-25\|16.07\|-0.99\|16.25\|16.96\|16.00\|349398;2026-05-26\|15.89\|-1.12\|16.00\|16.25\|15.31\|304946;2026-05-27\|16.13\|1.51\|15.75\|16.40\|15.23\|379426;2026-05-28\|15.95\|-1.12\|16.60\|16.65\|15.11\|429209;2026-05-29\|15.61\|-2.13\|15.80\|16.66\|15.40\|339453;2026-06-01\|16.26\|4.16\|15.40\|16.70\|15.38\|379741;2026-06-02\|17.89\|10.02\|16.06\|17.89\|16.02\|806652;2026-06-03\|18.90\|5.65\|17.85\|19.30\|17.51\|827563;2026-06-04\|18.50\|-2.12\|18.50\|18.95\|18.20\|430841;2026-06-05\|18.70\|1.08\|18.80\|19.56\|18.44\|575907;2026-06-08\|18.24\|-2.46\|17.95\|18.96\|17.84\|369473;2026-06-09\|17.44\|-4.39\|18.32\|18.40\|16.83\|418775;2026-06-10\|19.18\|9.98\|17.43\|19.18\|16.80\|617450;2026-06-11\|19.00\|-0.94\|19.11\|19.67\|18.50\|586291;2026-06-12\|18.38\|-3.26\|19.00\|19.13\|17.77\|474452;2026-06-15\|18.55\|0.92\|18.44\|18.70\|18.15\|336944;2026-06-16\|18.13\|-2.26\|18.23\|18.45\|17.83\|369165;2026-06-17\|18.45\|1.76\|18.28\|18.78\|17.44\|536188;2026-06-18\|19.45\|5.42\|18.15\|19.80\|17.81\|664983;2026-06-22\|19.59\|0.93\|19.08\|19.95\|17.89\|700658;2026-06-23\|18.40\|-6.07\|19.04\|19.38\|18.08\|445298;2026-06-24\|17.95\|-2.45\|18.00\|18.20\|17.23\|318453;2026-06-25\|17.10\|-4.74\|18.08\|18.15\|17.10\|334047;2026-06-26\|18.81\|10.00\|17.98\|18.81\|17.75\|480913;2026-06-29\|20.35\|8.19\|18.36\|20.69\|18.30\|1111110;2026-06-30\|20.29\|-0.29\|20.26\|20.35\|18.70\|752054;2026-07-01\|20.92\|3.10\|20.56\|21.73\|20.16\|526950;2026-07-02\|19.79\|-5.40\|20.40\|21.64\|19.62\|428557;2026-07-03\|18.90\|-4.50\|19.82\|19.84\|18.83\|385821;2026-07-06\|17.97\|-4.92\|18.99\|19.50\|17.85\|331475;2026-07-07\|16.81\|-6.46\|18.25\|18.53\|16.60\|376895;2026-07-08\|16.13\|-4.05\|16.80\|16.90\|15.86\|304305;2026-07-09\|16.83\|4.34\|16.08\|16.92\|15.48\|384838;2026-07-10\|15.18\|-9.80\|16.18\|16.70\|15.17\|435996;2026-07-13\|14.42\|-5.01\|14.87\|15.27\|14.20\|328702;2026-07-14\|15.45\|7.14\|14.71\|15.86\|14.61\|498938;2026-07-15\|14.50\|-6.15\|15.60\|15.67\|14.35\|280888;2026-07-16\|14.03\|-3.24\|14.48\|15.08\|13.93\|264352;2026-07-17\|13.05\|-6.99\|13.90\|14.20\|12.95\|274054;2026-07-20\|12.30\|-5.75\|13.31\|13.43\|11.86\|325429;2026-07-21\|12.69\|3.17\|12.15\|13.49\|11.19\|351227;2026-07-22\|12.69\|0.00\|12.50\|12.99\|12.40\|253578;2026-07-23\|12.57\|-0.95\|12.63\|12.83\|12.40\|174711;2026-07-24\|12.34\|-1.83\|12.34\|12.74\|12.18\|143272
9027	特斯拉3月或发布新款机器人	生猪养殖+养鸡+人形机器人行业原因： 6月1日，鸡蛋期货主力合约触及涨停，涨幅6%，报4391元/500千克。南华期货指出，周末期间，全国鸡蛋现货价格延续涨势，主产区均价已站上4.85元/斤。公司原因： 1、据2026年1月5日投资者关系活动记录表，公司于2025年12月30日董事会审议批准，拟通过增资扩股、受让老股等方式取得江苏汇博机器人技术股份有限公司控制权，标的公司具备人形机器人技术与产品积淀，已发布第一代轮足双臂机器人及四足机器人产品；据2026年4月30日投资者关系活动记录表，公司拟于该领域开展战略布局，积极培育新的业绩增长点。 2、公司的主营业务是生猪养殖与销售；饲料生产与销售；种鸡、肉鸡养殖与销售；房地产开发等。据2025年年度报告及2026年4月30日投资者关系活动记录表，2025年生猪出栏231.29万头，养殖业务营收37.66亿元；公司采用“楼宇聚落式+6750自繁自养一体化”智能养殖模式，2026年3月养殖完全成本约13.3元/kg，2026年完全成本目标为12元/kg左右。	1、公司拟对江苏汇博进行增资并受让老股以取得其控制权，后者承诺2026年度内发布2款人形机器人产品，并承诺2026年至2028年，每年收入增长率不低于30%，申请具身机器人专利不少于200项； 2、公司旗下康达尔养猪有限公司已形成黑猪品牌肉产业链，主要为种猪和猪苗，销售区域为深圳；拟合计30.78亿元投建4个生猪养殖产业链项目	2026-03-17\|19.36\|-3.97\|20.29\|20.49\|19.30\|134647;2026-03-18\|21.30\|10.02\|19.50\|21.30\|19.50\|141415;2026-03-19\|21.40\|0.47\|21.92\|22.00\|20.76\|291631;2026-03-20\|20.41\|-4.63\|21.23\|21.65\|20.31\|188970;2026-03-23\|19.40\|-4.95\|20.21\|20.21\|19.10\|177440;2026-03-24\|19.92\|2.68\|19.68\|19.96\|19.23\|117269;2026-03-25\|19.68\|-1.20\|19.90\|20.15\|19.55\|94720;2026-03-26\|20.00\|1.63\|19.67\|20.29\|19.53\|123423;2026-03-27\|20.55\|2.75\|19.81\|20.95\|19.11\|157131;2026-03-30\|22.61\|10.02\|20.71\|22.61\|20.50\|391152;2026-03-31\|23.66\|4.64\|23.30\|24.24\|23.06\|375302;2026-04-01\|21.29\|-10.02\|23.32\|23.37\|21.29\|154018;2026-04-02\|19.16\|-10.00\|20.00\|20.60\|19.16\|136262;2026-04-03\|17.24\|-10.02\|17.88\|18.20\|17.24\|393553;2026-04-07\|16.16\|-6.26\|16.54\|16.70\|16.08\|313674;2026-04-08\|16.61\|2.78\|16.25\|16.95\|16.21\|263265;2026-04-09\|15.67\|-5.66\|16.22\|16.29\|15.57\|261045;2026-04-10\|15.35\|-2.04\|15.75\|15.90\|15.31\|190095;2026-04-13\|15.40\|0.33\|15.13\|15.52\|15.02\|148159;2026-04-14\|15.66\|1.69\|15.30\|15.68\|15.06\|205345;2026-04-15\|15.55\|-0.70\|15.64\|15.74\|15.28\|164535;2026-04-16\|15.39\|-1.03\|15.53\|15.63\|15.31\|117768;2026-04-17\|14.86\|-3.44\|15.35\|15.35\|14.60\|181824;2026-04-20\|15.02\|1.08\|14.82\|15.09\|14.75\|122476;2026-04-21\|14.95\|-0.47\|15.06\|15.21\|14.84\|128310;2026-04-22\|14.78\|-1.14\|14.90\|15.10\|14.73\|124008;2026-04-23\|14.55\|-1.56\|14.66\|14.75\|14.41\|113885;2026-04-24\|14.24\|-2.13\|14.55\|14.55\|14.06\|121836;2026-04-27\|13.94\|-2.11\|14.08\|14.18\|13.78\|121749;2026-04-28\|14.19\|1.79\|14.03\|14.24\|14.00\|121533;2026-04-29\|14.72\|3.73\|14.16\|14.85\|14.12\|168926;2026-04-30\|14.74\|0.14\|14.50\|14.94\|14.31\|116058;2026-05-06\|14.67\|-0.47\|14.75\|14.98\|14.50\|124337;2026-05-07\|14.94\|1.84\|14.63\|15.11\|14.57\|144783;2026-05-08\|15.04\|0.67\|14.95\|15.25\|14.81\|135478;2026-05-11\|15.16\|0.80\|15.04\|15.34\|14.93\|136809;2026-05-12\|14.87\|-1.91\|15.10\|15.11\|14.77\|89779;2026-05-13\|14.58\|-1.95\|14.80\|14.95\|14.56\|100793;2026-05-14\|14.62\|0.27\|14.71\|14.90\|14.56\|112242;2026-05-15\|14.34\|-1.92\|14.51\|14.56\|14.26\|87811;2026-05-18\|13.96\|-2.65\|14.30\|14.35\|13.90\|79018;2026-05-19\|14.51\|3.94\|14.00\|14.66\|13.85\|127676;2026-05-20\|14.25\|-1.79\|14.40\|14.56\|14.07\|70596;2026-05-21\|13.68\|-4.00\|14.24\|14.31\|13.59\|86034;2026-05-22\|13.61\|-0.51\|13.77\|13.87\|13.51\|64266;2026-05-25\|13.42\|-1.40\|13.67\|13.83\|13.33\|77879;2026-05-26\|13.28\|-1.04\|13.44\|13.45\|13.10\|63216;2026-05-27\|12.85\|-3.24\|13.27\|13.45\|12.71\|83326;2026-05-28\|12.66\|-1.48\|12.90\|12.98\|12.45\|71867;2026-05-29\|12.54\|-0.95\|12.66\|12.80\|12.43\|83879;2026-06-01\|13.79\|9.97\|12.80\|13.79\|12.70\|82743;2026-06-02\|13.96\|1.23\|13.85\|14.56\|13.58\|287574;2026-06-03\|14.39\|3.08\|13.89\|14.41\|13.50\|193061;2026-06-04\|14.57\|1.25\|14.29\|14.79\|14.20\|173493;2026-06-05\|14.10\|-3.23\|14.43\|14.66\|13.87\|174912;2026-06-08\|14.74\|4.54\|14.00\|15.15\|13.88\|216827;2026-06-09\|16.21\|9.97\|15.20\|16.21\|14.89\|292064;2026-06-10\|17.83\|9.99\|17.63\|17.83\|17.02\|296301;2026-06-11\|19.61\|9.98\|18.95\|19.61\|17.76\|291414;2026-06-12\|18.91\|-3.57\|19.39\|21.18\|18.90\|821956;2026-06-15\|17.37\|-8.14\|19.53\|20.45\|17.10\|489856;2026-06-16\|19.11\|10.02\|16.90\|19.11\|16.30\|286015;2026-06-17\|19.13\|0.10\|19.11\|19.78\|18.40\|416360;2026-06-18\|18.86\|-1.41\|19.05\|19.49\|17.84\|315713;2026-06-22\|20.75\|10.02\|19.11\|20.75\|19.08\|467371;2026-06-23\|20.66\|-0.43\|21.12\|21.78\|20.33\|444975;2026-06-24\|20.28\|-1.84\|20.76\|21.50\|20.08\|280884;2026-06-25\|22.31\|10.01\|20.59\|22.31\|20.30\|299833;2026-06-26\|21.73\|-2.60\|22.78\|22.94\|21.11\|315360;2026-06-29\|21.21\|-2.39\|21.81\|22.30\|20.51\|252256;2026-06-30\|22.09\|4.15\|19.09\|22.39\|19.09\|321375;2026-07-01\|22.50\|1.86\|22.09\|22.84\|21.53\|210899;2026-07-02\|22.36\|-0.62\|22.50\|23.33\|22.13\|191477;2026-07-03\|21.24\|-5.01\|22.36\|22.36\|21.23\|190822;2026-07-06\|21.65\|1.93\|21.38\|22.22\|20.33\|320906;2026-07-07\|21.52\|-0.60\|21.37\|23.00\|21.24\|219996;2026-07-08\|21.85\|1.53\|21.43\|22.13\|21.11\|184154;2026-07-09\|21.91\|0.27\|21.53\|22.56\|21.12\|197179;2026-07-10\|24.10\|10.00\|22.48\|24.10\|22.44\|223503;2026-07-13\|22.96\|-4.73\|24.90\|26.38\|22.56\|457592;2026-07-14\|22.10\|-3.75\|22.93\|23.39\|21.76\|292128;2026-07-15\|21.11\|-4.48\|22.01\|22.20\|20.96\|218295;2026-07-16\|20.69\|-1.99\|20.90\|21.32\|20.57\|171489;2026-07-17\|18.62\|-10.00\|20.32\|20.81\|18.62\|220592;2026-07-20\|18.38\|-1.29\|18.80\|20.20\|17.86\|245665;2026-07-21\|20.22\|10.01\|18.38\|20.22\|17.02\|307028;2026-07-22\|19.15\|-5.29\|20.33\|20.71\|18.78\|328397;2026-07-23\|18.88\|-1.41\|18.96\|19.85\|18.46\|170816;2026-07-24\|18.04\|-4.45\|19.06\|19.12\|18.04\|120691
9026	特斯拉3月或发布新款机器人	电踏车电机+力矩传感器+业绩大增+锂电池行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月29日公告，公司2026年一季度营收3.75亿元、同比增长24.52%，归母净利润4475.23万元、同比增长104.87%，2025年归母净利润1.03亿元、同比增长61.04%，主因海外终端市场去库尾声，订单及生产恢复正常。 2、据2026年4月29日年报，公司主营电踏车电机及配套电气系统，拥有中置电机、轮毂电机及控制器、传感器、电池等成套系统，是全球少数掌握力矩传感器核心技术的企业之一。 3、据2026年4月29日年报，公司锂离子电池组生产项目已建成投产，多款电池通过欧盟新规认证，实现锂离子电池组自主生产。	公司是全球少数掌握力矩传感器核心技术的企业之一，在人形机器人中，力矩传感器充当“信号转化器”的角色	2026-03-17\|33.34\|-3.45\|34.68\|34.68\|33.25\|42073;2026-03-18\|36.67\|9.99\|33.51\|36.67\|33.44\|75463;2026-03-19\|35.56\|-3.03\|36.70\|37.09\|35.35\|107907;2026-03-20\|32.93\|-7.40\|35.95\|36.22\|32.80\|109622;2026-03-23\|30.73\|-6.68\|32.60\|32.79\|30.46\|71314;2026-03-24\|32.24\|4.91\|31.34\|32.33\|30.97\|63467;2026-03-25\|32.76\|1.61\|32.23\|33.20\|32.10\|47463;2026-03-26\|32.00\|-2.32\|32.76\|33.06\|31.83\|31020;2026-03-27\|32.82\|2.56\|31.58\|32.98\|31.50\|37622;2026-03-30\|34.18\|4.14\|32.34\|34.28\|32.30\|72823;2026-03-31\|33.15\|-3.01\|33.84\|34.15\|33.03\|49379;2026-04-01\|33.00\|-0.45\|33.72\|33.93\|32.90\|39507;2026-04-02\|32.11\|-2.70\|32.67\|33.29\|31.75\|33653;2026-04-03\|30.33\|-5.54\|32.13\|32.34\|30.30\|44334;2026-04-07\|30.60\|0.89\|30.32\|31.06\|30.32\|27761;2026-04-08\|31.75\|3.76\|31.30\|31.78\|31.06\|29086;2026-04-09\|31.66\|-0.28\|31.31\|31.92\|31.13\|30717;2026-04-10\|32.70\|3.28\|31.80\|32.98\|31.80\|35237;2026-04-13\|33.43\|2.23\|32.60\|33.75\|32.33\|37002;2026-04-14\|34.19\|2.27\|33.43\|34.19\|33.10\|37064;2026-04-15\|34.00\|-0.56\|34.36\|34.73\|33.90\|42415;2026-04-16\|34.42\|1.24\|33.95\|34.61\|33.84\|31261;2026-04-17\|34.86\|1.28\|34.18\|35.02\|34.18\|34179;2026-04-20\|38.35\|10.01\|34.93\|38.35\|34.86\|81660;2026-04-21\|36.89\|-3.81\|38.96\|38.98\|36.19\|115156;2026-04-22\|36.30\|-1.60\|36.71\|37.44\|35.95\|63738;2026-04-23\|35.33\|-2.67\|36.12\|36.12\|35.00\|47635;2026-04-24\|34.51\|-2.32\|34.98\|35.02\|34.00\|48360;2026-04-27\|35.11\|1.74\|34.51\|35.20\|34.42\|50650;2026-04-28\|33.41\|-4.84\|35.29\|35.29\|33.32\|45697;2026-04-29\|36.75\|10.00\|34.58\|36.75\|34.56\|85373;2026-04-30\|37.15\|1.09\|38.00\|39.39\|36.70\|135937;2026-05-06\|37.70\|1.48\|37.86\|38.87\|37.45\|72928;2026-05-07\|38.23\|1.41\|38.07\|38.87\|37.23\|67149;2026-05-08\|38.79\|1.46\|38.24\|39.20\|38.09\|64489;2026-05-11\|38.71\|-0.21\|38.96\|39.09\|38.28\|50010;2026-05-12\|40.08\|3.54\|38.70\|40.56\|37.70\|88882;2026-05-13\|39.39\|-1.72\|39.42\|40.46\|38.85\|71293;2026-05-14\|38.26\|-2.87\|39.15\|39.88\|38.20\|54948;2026-05-15\|39.35\|2.85\|38.23\|39.95\|37.92\|57229;2026-05-18\|38.38\|-2.47\|38.97\|39.48\|37.89\|51049;2026-05-19\|37.87\|-1.33\|38.16\|38.57\|37.27\|41697;2026-05-20\|37.63\|-0.63\|37.58\|37.71\|36.60\|41152;2026-05-21\|36.49\|-3.03\|37.63\|37.98\|36.18\|37562;2026-05-22\|36.60\|0.30\|36.50\|37.26\|36.24\|34833;2026-05-25\|36.05\|-1.50\|36.59\|37.22\|35.40\|36203;2026-05-26\|36.47\|1.17\|35.83\|37.44\|35.78\|58978;2026-05-27\|35.08\|-3.81\|36.05\|36.22\|34.83\|44548;2026-05-28\|35.12\|0.11\|35.10\|35.78\|34.36\|39858;2026-05-29\|35.50\|1.08\|34.90\|36.08\|34.88\|39462;2026-06-01\|34.59\|-2.56\|35.51\|35.59\|34.28\|35424;2026-06-02\|33.56\|-2.98\|34.75\|34.96\|33.00\|36962;2026-06-03\|33.65\|0.27\|33.61\|34.13\|33.24\|26263;2026-06-04\|33.15\|-1.49\|33.32\|33.90\|32.84\|21367;2026-06-05\|33.82\|2.02\|33.15\|34.39\|32.37\|33083;2026-06-08\|32.50\|-3.90\|32.85\|33.72\|32.00\|29055;2026-06-09\|32.53\|0.56\|32.60\|32.99\|32.18\|15375;2026-06-10\|31.84\|-2.12\|32.23\|32.50\|31.41\|19574;2026-06-11\|31.23\|-1.92\|31.39\|31.86\|30.76\|20770;2026-06-12\|31.37\|0.45\|31.66\|31.89\|31.25\|16619;2026-06-15\|32.08\|2.26\|31.51\|32.48\|31.50\|24456;2026-06-16\|32.76\|2.12\|32.49\|33.08\|32.22\|29288;2026-06-17\|32.45\|-0.95\|32.28\|33.30\|32.28\|23265;2026-06-18\|32.99\|1.66\|32.17\|33.06\|31.88\|27169;2026-06-22\|32.04\|-2.88\|32.80\|32.80\|30.20\|47370;2026-06-23\|31.89\|-0.47\|31.84\|32.59\|31.53\|21394;2026-06-24\|30.87\|-3.20\|32.05\|32.12\|30.77\|23539;2026-06-25\|29.83\|-3.37\|30.72\|31.02\|29.62\|30200;2026-06-26\|28.70\|-3.79\|29.62\|29.80\|28.50\|25384;2026-06-29\|28.09\|-2.13\|28.55\|28.63\|27.41\|31436;2026-06-30\|27.96\|-0.46\|28.10\|28.40\|27.53\|30908;2026-07-01\|28.45\|1.75\|28.49\|29.23\|27.76\|32875;2026-07-02\|28.30\|-0.53\|28.08\|29.18\|28.00\|26545;2026-07-03\|29.19\|3.14\|28.30\|29.67\|28.30\|32433;2026-07-06\|28.12\|-3.67\|29.59\|29.69\|28.08\|29558;2026-07-07\|27.21\|-3.24\|28.30\|28.39\|27.15\|26353;2026-07-08\|26.22\|-3.64\|27.13\|27.36\|26.10\|21941;2026-07-09\|25.76\|-1.75\|25.60\|26.97\|25.11\|27429;2026-07-10\|25.49\|-1.05\|25.83\|26.19\|25.48\|23398;2026-07-13\|24.04\|-5.69\|25.12\|25.45\|23.99\|27002;2026-07-14\|26.44\|9.98\|25.90\|26.44\|25.30\|11864;2026-07-15\|26.07\|-1.40\|27.76\|27.76\|25.89\|60756;2026-07-16\|26.94\|3.34\|26.32\|27.77\|26.32\|66701;2026-07-17\|25.48\|-5.42\|26.86\|27.29\|25.30\|48954;2026-07-20\|24.29\|-4.67\|25.42\|25.60\|23.93\|45647;2026-07-21\|24.34\|0.21\|24.33\|24.62\|22.91\|40629;2026-07-22\|23.61\|-3.00\|24.25\|24.40\|23.49\|27046;2026-07-23\|24.42\|3.43\|23.72\|24.48\|23.51\|28974;2026-07-24\|24.04\|-1.56\|24.28\|24.52\|23.76\|20182
9025	特斯拉3月或发布新款机器人	电磁线+机器人+新能源汽车行业原因： 1、据证券日报3月17日报道，国家能源局数据显示今年前两个月全社会用电量同比增长6.1%，增速比去年同期提高4.8个百分点。 2、AI算力需求扩张点燃电力行情，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2025年4月2日公告，公司专注电磁线研发产销，产销量连续多年居国内同行业前列，产品覆盖工业电机、家用电器、新能源、汽车、电动工具、仪器仪表等领域。 2、据2025年8月26日互动易，公司电磁线已用于机器人执行器电机等低压电器领域。 3、据2025年5月13日互动易，公司扁线面向新能源汽车驱动电机需求研发，并与行业领先企业保持紧密协作。	公司是国内电磁线种类最齐全的企业之一，主营业务为电磁线的研发产销；据机构研究，假设特斯拉人形机器人本体线束成本占BOM表总成本的5%，伺服电机线束价值量占单个伺服电机的12%，当特斯拉人形机器人出货量达到100万台时，有望带来90亿元增量市场	2026-03-17\|30.13\|-8.28\|34.07\|34.16\|30.00\|215043;2026-03-18\|33.14\|9.99\|30.40\|33.14\|30.16\|192229;2026-03-19\|33.37\|0.69\|32.79\|35.30\|32.67\|321188;2026-03-20\|32.01\|-4.08\|33.70\|34.16\|32.00\|146856;2026-03-23\|29.81\|-6.87\|31.55\|32.06\|29.58\|137664;2026-03-24\|30.62\|2.72\|30.60\|30.97\|29.60\|91628;2026-03-25\|31.04\|1.37\|30.70\|31.25\|30.13\|86487;2026-03-26\|29.29\|-5.64\|30.89\|30.89\|29.00\|89814;2026-03-27\|29.90\|2.08\|28.67\|30.38\|28.30\|90888;2026-03-30\|32.89\|10.00\|30.08\|32.89\|29.11\|134022;2026-03-31\|31.31\|-4.80\|33.00\|33.05\|31.31\|118072;2026-04-01\|32.55\|3.96\|31.90\|33.32\|31.08\|147817;2026-04-02\|31.81\|-2.27\|32.23\|32.35\|31.36\|86103;2026-04-03\|33.85\|6.41\|31.78\|34.10\|31.50\|166923;2026-04-07\|34.05\|0.59\|33.50\|36.35\|33.50\|142675;2026-04-08\|36.13\|6.11\|34.89\|36.96\|34.22\|166579;2026-04-09\|36.48\|0.97\|35.30\|37.15\|34.88\|143781;2026-04-10\|37.15\|1.84\|36.51\|37.68\|35.66\|138696;2026-04-13\|40.87\|10.01\|36.74\|40.87\|36.37\|140614;2026-04-14\|42.88\|4.92\|40.82\|43.59\|40.64\|215811;2026-04-15\|46.00\|7.28\|43.00\|46.17\|41.29\|210131;2026-04-16\|50.60\|10.00\|46.10\|50.60\|46.10\|113086;2026-04-17\|51.67\|2.11\|52.00\|52.96\|49.50\|240006;2026-04-20\|50.71\|-1.86\|51.70\|52.68\|49.80\|172752;2026-04-21\|51.40\|1.36\|50.00\|51.61\|48.67\|140900;2026-04-22\|51.75\|0.68\|48.94\|54.25\|48.94\|138021;2026-04-23\|51.84\|0.17\|51.60\|52.80\|49.60\|112785;2026-04-24\|49.80\|-3.94\|51.32\|51.78\|48.50\|100663;2026-04-27\|48.70\|-2.21\|49.78\|49.86\|47.01\|100753;2026-04-28\|48.80\|0.21\|48.70\|49.48\|47.25\|83805;2026-04-29\|47.60\|-2.46\|47.00\|48.88\|46.97\|61977;2026-04-30\|52.36\|10.00\|48.50\|52.36\|47.80\|101922;2026-05-06\|52.50\|0.27\|54.83\|55.50\|52.25\|145433;2026-05-07\|55.87\|6.42\|53.50\|57.08\|52.28\|141238;2026-05-08\|56.99\|2.00\|56.86\|59.78\|55.35\|149405;2026-05-11\|55.80\|-2.09\|56.67\|58.50\|53.50\|189333;2026-05-12\|56.50\|1.25\|54.50\|59.78\|54.42\|141999;2026-05-13\|54.30\|-3.89\|54.65\|55.70\|53.72\|114045;2026-05-14\|52.55\|-3.22\|54.24\|54.98\|52.55\|81191;2026-05-15\|56.60\|7.71\|51.77\|57.81\|51.77\|161672;2026-05-18\|57.76\|2.05\|55.13\|59.30\|53.93\|143708;2026-05-19\|56.44\|-2.29\|57.00\|59.50\|56.00\|91610;2026-05-20\|55.18\|-2.23\|55.12\|55.84\|53.99\|68458;2026-05-21\|55.60\|0.76\|54.63\|60.60\|54.04\|122145;2026-05-22\|57.15\|2.79\|55.73\|58.50\|54.20\|111753;2026-05-25\|53.28\|-6.77\|58.24\|58.93\|52.35\|107799;2026-05-26\|50.30\|-5.59\|52.01\|53.63\|49.26\|103802;2026-05-27\|49.90\|-0.80\|49.99\|53.67\|48.01\|114853;2026-05-28\|50.10\|0.40\|50.16\|50.18\|48.50\|52595;2026-05-29\|48.68\|-2.83\|50.30\|51.59\|48.08\|60273;2026-06-01\|47.00\|-3.45\|48.68\|49.61\|46.85\|69776;2026-06-02\|45.72\|-2.72\|47.01\|47.44\|44.78\|54328;2026-06-03\|44.82\|0.67\|44.67\|46.75\|43.96\|63371;2026-06-04\|42.85\|-4.40\|44.84\|44.88\|41.61\|90867;2026-06-05\|42.16\|-1.61\|42.97\|43.50\|41.08\|56946;2026-06-08\|43.15\|2.35\|41.49\|46.38\|40.80\|137568;2026-06-09\|40.08\|-7.11\|43.15\|45.00\|39.93\|137295;2026-06-10\|37.29\|-6.96\|39.88\|39.97\|36.93\|130475;2026-06-11\|36.24\|-2.82\|37.76\|37.88\|36.10\|67853;2026-06-12\|35.79\|-1.24\|36.95\|38.00\|35.79\|80897;2026-06-15\|37.49\|4.75\|36.47\|38.10\|36.04\|79420;2026-06-16\|38.55\|2.83\|37.68\|38.65\|36.44\|67500;2026-06-17\|37.20\|-3.50\|38.17\|39.31\|37.00\|73889;2026-06-18\|38.36\|3.12\|37.21\|39.51\|36.61\|82110;2026-06-22\|36.40\|-5.11\|38.36\|38.36\|35.80\|76754;2026-06-23\|35.60\|-2.20\|36.49\|37.09\|35.46\|80962;2026-06-24\|37.32\|4.83\|35.44\|38.78\|34.86\|103123;2026-06-25\|34.67\|-7.10\|37.23\|37.88\|34.61\|89299;2026-06-26\|32.70\|-5.68\|35.50\|35.50\|32.70\|65786;2026-06-29\|32.12\|-1.77\|33.00\|34.09\|31.95\|85573;2026-06-30\|32.46\|1.06\|32.54\|33.45\|31.65\|80885;2026-07-01\|34.01\|4.78\|32.30\|34.93\|32.09\|75914;2026-07-02\|37.41\|10.00\|34.51\|37.41\|33.02\|59616;2026-07-03\|34.32\|-8.26\|38.56\|38.57\|33.90\|257751;2026-07-06\|32.04\|-6.64\|34.01\|34.72\|32.01\|150769;2026-07-07\|30.23\|-5.65\|31.84\|32.32\|30.00\|91201;2026-07-08\|28.54\|-5.59\|30.05\|30.23\|28.51\|84516;2026-07-09\|28.32\|-0.77\|28.62\|28.78\|27.15\|96747;2026-07-10\|28.03\|-1.02\|28.04\|28.80\|28.03\|74314;2026-07-13\|26.57\|-5.21\|27.86\|27.86\|26.30\|63040;2026-07-14\|26.77\|0.75\|26.47\|26.83\|25.93\|75755;2026-07-15\|26.46\|-1.16\|26.77\|27.24\|26.36\|46104;2026-07-16\|25.90\|-2.12\|26.20\|26.60\|25.75\|46224;2026-07-17\|23.56\|-9.03\|25.70\|25.88\|23.43\|132860;2026-07-20\|22.44\|-4.75\|23.87\|24.26\|22.01\|106195;2026-07-21\|23.45\|4.50\|22.43\|23.46\|20.69\|121712;2026-07-22\|22.95\|-2.13\|23.15\|23.60\|22.74\|62656;2026-07-23\|24.41\|6.36\|22.72\|24.43\|22.72\|82724;2026-07-24\|23.34\|-4.38\|24.01\|24.20\|23.18\|59161

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason