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
9024	英伟达发布"太空计算"平台	商业航天+军工传感器+供货BE+流体控制阀行业原因： 1、2月25日，民营商业航天龙头蓝箭航天在其官方微信号发文称，朱雀三号火箭计划于2026年第二季度再次开展回收试验，并根据回收试验情况，争取于第四季度尝试首次回收复用飞行。 2、为更便捷部署专用于人工智能的数据中心卫星网络，SpaceX首席执行官埃隆·马斯克设想，从月球用电磁弹射方式向地球轨道发射卫星。公司原因： 1、据2025年11月14日公告，拟收购的春晖仪表低轨卫星用卫星解除装置已完成商务谈判并正在进行小批量供货，已申请星座计划对应市场空间预计约6.5亿元。 2、据2026年1月26日互动易，春晖仪表为公司参股公司，其为BE公司提供温度传感器。 3、据2025年11月14日公告，春晖仪表已取得军工业务相应许可资质，产品覆盖国内军工航空航天主要研制单位。 4、据2025年4月22日公告，公司主营流体控制阀和控制系统，在燃气壁挂炉供热控制领域的高档水路控制阀市场处于优势地位。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-03-17\|28.94\|-4.11\|29.84\|30.24\|28.80\|116600;2026-03-18\|32.18\|11.20\|29.52\|33.13\|29.20\|188629;2026-03-19\|30.13\|-6.37\|31.38\|31.60\|29.90\|112344;2026-03-20\|29.32\|-2.69\|30.43\|30.99\|29.30\|88662;2026-03-23\|27.38\|-6.62\|28.61\|29.80\|27.06\|108931;2026-03-24\|27.86\|1.75\|28.45\|28.62\|26.93\|81204;2026-03-25\|27.61\|-0.90\|28.11\|29.06\|27.42\|85202;2026-03-26\|28.42\|2.93\|28.15\|29.66\|27.26\|145850;2026-03-27\|27.95\|-1.65\|27.62\|28.45\|27.53\|85046;2026-03-30\|28.95\|3.58\|27.19\|29.20\|27.19\|115747;2026-03-31\|27.58\|-4.73\|28.84\|29.49\|27.56\|100125;2026-04-01\|27.69\|0.40\|28.20\|28.65\|27.32\|73560;2026-04-02\|27.06\|-2.28\|27.47\|27.87\|26.79\|73744;2026-04-03\|26.10\|-3.55\|27.00\|27.20\|25.90\|75434;2026-04-07\|26.17\|0.27\|26.21\|26.74\|26.09\|48612;2026-04-08\|28.70\|9.67\|26.95\|28.99\|26.95\|99552;2026-04-09\|28.47\|-0.80\|28.46\|28.88\|27.72\|74938;2026-04-10\|29.08\|2.14\|28.75\|29.40\|28.46\|109547;2026-04-13\|29.50\|1.44\|28.79\|29.68\|28.00\|101935;2026-04-14\|33.80\|14.58\|33.22\|35.00\|32.25\|330578;2026-04-15\|31.02\|-8.22\|33.94\|34.10\|30.80\|231901;2026-04-16\|31.25\|0.74\|31.19\|31.51\|30.39\|138082;2026-04-17\|30.78\|-1.50\|30.72\|31.08\|30.60\|79524;2026-04-20\|30.67\|-0.36\|30.66\|31.00\|30.27\|109569;2026-04-21\|29.75\|-3.00\|30.57\|30.57\|29.54\|98861;2026-04-22\|30.25\|1.68\|29.16\|30.35\|29.01\|85136;2026-04-23\|29.54\|-2.35\|30.01\|30.61\|29.10\|73359;2026-04-24\|29.08\|-1.56\|29.25\|29.64\|28.62\|68616;2026-04-27\|28.85\|-0.79\|28.89\|29.30\|28.40\|49828;2026-04-28\|28.54\|-1.07\|28.88\|28.96\|27.55\|84479;2026-04-29\|29.23\|2.42\|28.96\|29.95\|28.08\|141389;2026-04-30\|28.44\|-2.70\|29.51\|29.51\|28.07\|102237;2026-05-06\|29.41\|3.41\|28.80\|30.25\|28.25\|118537;2026-05-07\|31.36\|6.63\|29.73\|32.35\|29.73\|155852;2026-05-08\|32.75\|4.43\|31.00\|33.00\|30.78\|176862;2026-05-11\|34.29\|4.70\|36.02\|36.50\|33.85\|305725;2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295;2026-07-13\|35.18\|-16.20\|41.25\|41.48\|34.99\|156089;2026-07-14\|33.93\|-3.55\|35.51\|35.92\|32.14\|98116;2026-07-15\|32.68\|-3.68\|34.53\|34.63\|32.20\|85751;2026-07-16\|30.55\|-6.52\|32.34\|33.25\|30.00\|93714;2026-07-17\|26.83\|-12.18\|30.06\|30.25\|26.64\|111892;2026-07-20\|22.86\|-14.80\|27.37\|27.58\|22.20\|175436;2026-07-21\|24.72\|8.14\|23.32\|24.74\|19.36\|191654;2026-07-22\|23.50\|-4.94\|24.29\|25.05\|23.15\|133518;2026-07-23\|24.19\|2.94\|23.74\|26.50\|23.73\|165088;2026-07-24\|23.01\|-4.88\|23.97\|24.05\|22.50\|122997
9023	英伟达发布"太空计算"平台	商业航天+火箭贮箱+无人机大单 1、据2026年1月7日投资者关系管理信息，公司已成为天兵科技天龙三号核心供应商，承担整箭贮箱及部分结构件制造任务，占结构件制造任务总体价值量60%-80%，单箭价值量超2000万元，并通过收购天津跃峰51%股权强化火箭贮箱等商业航天核心部件配套能力。 2、据2026年3月2日公告，自贡广联与航空工业集团下属单位签订5948万元无人机复合材料机翼壁板组件合同，标志无人机业务进入小规模放量阶段。 3、据2025年11月20日互动易，公司为C919提供复材工装及金属结构件，并深度参与C929壁板生产线及大型复材结构件研发。	国内知名的民营航空航天工业配套产品供应商；公司生产的航空航天零部件主要为直接组装在飞行器上的结构件，已为多家央企主机厂及科研院所稳定提供用于各类军用飞机、民用飞机、导弹武器系统等航空航天产品的零部件	2026-03-17\|36.60\|-3.46\|38.37\|38.96\|36.50\|201654;2026-03-18\|41.59\|13.63\|37.52\|41.93\|36.51\|527208;2026-03-19\|41.92\|0.79\|40.01\|42.75\|40.01\|397085;2026-03-20\|39.01\|-6.94\|41.92\|42.00\|38.91\|318338;2026-03-23\|37.21\|-4.61\|38.75\|41.39\|36.81\|350997;2026-03-24\|35.08\|-5.72\|38.02\|38.89\|33.10\|499643;2026-03-25\|33.56\|-4.33\|35.46\|36.34\|32.81\|515440;2026-03-26\|32.54\|-3.04\|33.79\|33.94\|31.90\|324508;2026-03-27\|31.80\|-2.27\|31.45\|32.38\|30.85\|242621;2026-03-30\|38.16\|20.00\|31.21\|38.16\|31.21\|587709;2026-03-31\|38.60\|1.15\|39.54\|40.22\|38.00\|625549;2026-04-01\|40.05\|3.76\|39.35\|41.60\|39.06\|485025;2026-04-02\|40.20\|0.37\|39.96\|40.79\|38.61\|378453;2026-04-03\|37.11\|-7.69\|40.00\|40.38\|35.51\|388761;2026-04-07\|35.13\|-5.34\|37.37\|37.50\|34.80\|303431;2026-04-08\|39.00\|11.02\|36.60\|39.50\|36.40\|382500;2026-04-09\|38.32\|-1.74\|38.01\|39.20\|37.50\|278601;2026-04-10\|37.72\|-1.57\|38.59\|40.18\|37.71\|285307;2026-04-13\|38.24\|1.38\|37.17\|38.65\|36.60\|223213;2026-04-14\|39.93\|4.42\|38.56\|40.58\|37.36\|458312;2026-04-15\|41.40\|3.68\|40.67\|45.30\|40.38\|641174;2026-04-16\|42.81\|3.41\|40.57\|44.08\|40.06\|424295;2026-04-17\|45.01\|5.14\|42.87\|45.50\|41.80\|599503;2026-04-20\|50.20\|11.53\|44.93\|52.00\|44.50\|720681;2026-04-21\|50.50\|0.60\|51.01\|51.80\|49.59\|537965;2026-04-22\|47.88\|-5.19\|47.70\|49.96\|47.24\|537967;2026-04-23\|45.76\|-4.43\|47.50\|47.81\|44.82\|448655;2026-04-24\|43.02\|-5.99\|45.22\|45.97\|41.95\|393208;2026-04-27\|42.47\|-1.28\|42.49\|43.31\|41.90\|251256;2026-04-28\|41.49\|-2.31\|42.24\|43.30\|40.91\|294082;2026-04-29\|42.68\|2.87\|41.58\|43.50\|41.35\|307940;2026-04-30\|44.45\|4.15\|42.68\|45.54\|42.00\|430824;2026-05-06\|45.41\|2.16\|44.00\|46.09\|43.97\|400303;2026-05-07\|44.87\|-1.19\|45.12\|45.69\|43.60\|371547;2026-05-08\|48.30\|7.64\|45.85\|49.30\|45.39\|538089;2026-05-11\|49.20\|1.86\|48.00\|50.30\|47.57\|457552;2026-05-12\|47.42\|-3.62\|48.43\|49.18\|45.95\|380071;2026-05-13\|48.30\|1.86\|47.01\|48.89\|46.30\|316050;2026-05-14\|45.90\|-4.97\|51.00\|51.01\|45.88\|501605;2026-05-15\|42.85\|-6.64\|45.39\|45.98\|42.36\|376600;2026-05-18\|42.56\|-0.68\|42.67\|44.60\|41.88\|292779;2026-05-19\|41.36\|-2.82\|41.82\|42.35\|40.30\|249814;2026-05-20\|40.90\|-1.11\|40.56\|41.40\|39.86\|215307;2026-05-21\|38.50\|-5.87\|41.14\|41.94\|38.32\|262704;2026-05-22\|40.04\|4.00\|38.67\|41.00\|37.88\|207728;2026-05-25\|38.46\|-3.95\|40.79\|40.79\|37.90\|215969;2026-05-26\|37.47\|-2.57\|38.00\|38.29\|36.34\|187215;2026-05-27\|37.07\|-1.07\|38.10\|38.54\|36.37\|222915;2026-05-28\|39.12\|5.53\|37.46\|39.48\|37.07\|264366;2026-05-29\|35.27\|-9.84\|38.20\|38.40\|34.80\|271916;2026-06-01\|34.18\|-3.09\|35.11\|35.47\|33.90\|163960;2026-06-02\|34.30\|0.35\|34.40\|34.68\|32.47\|182624;2026-06-03\|35.10\|2.33\|34.00\|36.36\|33.70\|184140;2026-06-04\|34.96\|-0.40\|34.41\|35.26\|34.08\|133118;2026-06-05\|35.71\|2.15\|35.50\|36.84\|34.65\|244711;2026-06-08\|33.16\|-7.14\|33.46\|35.80\|33.09\|168388;2026-06-09\|34.44\|3.86\|33.57\|34.71\|32.21\|183995;2026-06-10\|32.89\|-4.50\|34.01\|34.88\|32.39\|139278;2026-06-11\|32.54\|-1.06\|32.62\|33.42\|31.92\|111839;2026-06-12\|32.94\|1.23\|33.18\|34.77\|32.80\|196577;2026-06-15\|33.01\|0.21\|32.80\|33.50\|32.30\|145108;2026-06-16\|32.90\|-0.33\|33.98\|34.40\|32.82\|206562;2026-06-17\|33.85\|2.89\|32.43\|34.98\|32.32\|247964;2026-06-18\|35.18\|3.93\|33.25\|35.54\|32.86\|244761;2026-06-22\|32.80\|-6.77\|34.88\|35.30\|32.20\|260826;2026-06-23\|31.49\|-3.99\|32.11\|32.48\|31.10\|173384;2026-06-24\|34.29\|8.89\|31.25\|34.48\|30.01\|336697;2026-06-25\|33.21\|-3.15\|34.20\|35.30\|33.00\|197738;2026-06-26\|36.30\|9.30\|32.61\|37.30\|32.20\|383773;2026-06-29\|37.10\|2.20\|36.31\|38.20\|35.65\|321854;2026-06-30\|38.57\|3.96\|37.64\|39.50\|37.30\|304745;2026-07-01\|38.99\|1.09\|38.35\|39.82\|37.89\|255052;2026-07-02\|38.18\|-2.08\|38.42\|40.68\|38.07\|220952;2026-07-03\|41.47\|8.62\|37.70\|42.30\|37.50\|374218;2026-07-06\|40.43\|-2.51\|42.41\|43.86\|40.09\|264722;2026-07-07\|38.76\|-4.13\|40.39\|41.88\|38.10\|200113;2026-07-08\|38.46\|-0.77\|39.24\|40.11\|37.86\|165344;2026-07-09\|39.71\|3.25\|37.95\|39.81\|36.70\|205091;2026-07-10\|41.23\|3.83\|39.40\|46.15\|37.72\|535836;2026-07-13\|34.32\|-16.76\|40.05\|40.25\|33.33\|401102;2026-07-14\|31.43\|-8.42\|34.13\|34.15\|30.00\|316024;2026-07-15\|29.39\|-6.49\|30.74\|31.58\|29.15\|210240;2026-07-16\|27.61\|-6.06\|28.66\|29.36\|27.32\|171631;2026-07-17\|24.62\|-10.83\|27.35\|27.50\|24.35\|208242;2026-07-20\|22.65\|-8.00\|25.32\|25.60\|22.03\|197853;2026-07-21\|23.29\|2.83\|22.87\|23.31\|19.60\|297923;2026-07-22\|22.70\|-2.53\|22.56\|23.65\|22.49\|195479;2026-07-23\|22.99\|1.28\|22.70\|23.57\|22.50\|172552;2026-07-24\|21.77\|-5.31\|22.57\|23.07\|21.77\|163426
9022	英伟达发布"太空计算"平台	涨停揭秘：公司中标星网研究院终端验证系统项目，叠加英伟达发布“太空计算”平台及长征火箭密集首飞，强化其在6G星地融合通信领域的核心地位；涨停缘由：中标上海卫星互联网研究院终端验证评估系统；星地融合为6G关键技术方向；自研5类核心芯片覆盖数字中频、收发信机等；参与多项国家级星网科研项目；资金逻辑：航天通信板块资金集中度提升，公司作为央企背景+技术壁垒高的星地融合平台型公司获主力持续加仓；风险提示：星网项目执行周期长，收入确认节奏较慢；芯片自研投入大，短期盈利承压。	1、公司下属子公司大唐联仪近期中标上海卫星互联网研究院终端验证评估系统及重庆星网网络系统研究院载荷测试子系统采购项目； 2、公司表示星地融合是面向6G布局的关键技术方向之一，公司在持续开展5G/6G星地融合通信技术的研究与验证； 3、公司通过自研及与国内芯片设计企业合作，规划布局了 5 核心芯片，包含数字中频、收发信机等芯片	2026-03-17\|13.95\|-2.86\|14.61\|14.70\|13.88\|514660;2026-03-18\|16.00\|14.70\|14.12\|16.05\|13.89\|1240073;2026-03-19\|15.45\|-3.44\|15.50\|16.20\|15.30\|941324;2026-03-20\|14.99\|-2.98\|15.70\|15.77\|14.89\|673636;2026-03-23\|14.11\|-5.87\|14.59\|15.00\|13.92\|757971;2026-03-24\|14.30\|1.35\|14.45\|14.50\|13.66\|636133;2026-03-25\|14.24\|-0.42\|14.50\|14.88\|14.10\|546448;2026-03-26\|13.80\|-3.09\|14.60\|14.68\|13.49\|710826;2026-03-27\|14.21\|2.97\|13.40\|14.48\|13.35\|604770;2026-03-30\|14.71\|3.52\|13.93\|14.96\|13.87\|682123;2026-03-31\|14.92\|1.43\|14.75\|15.64\|14.57\|877601;2026-04-01\|14.96\|0.27\|15.25\|15.26\|14.60\|533065;2026-04-02\|14.45\|-3.41\|14.65\|15.03\|14.37\|358540;2026-04-03\|14.33\|-0.83\|14.65\|14.92\|14.11\|563005;2026-04-07\|13.80\|-3.70\|14.37\|14.45\|13.52\|582804;2026-04-08\|15.25\|10.51\|14.45\|15.30\|14.45\|872633;2026-04-09\|15.50\|1.64\|14.90\|15.98\|14.60\|816293;2026-04-10\|14.98\|-3.35\|15.60\|15.78\|14.92\|659572;2026-04-13\|14.84\|-0.93\|14.80\|15.24\|14.64\|475297;2026-04-14\|16.52\|11.32\|15.14\|16.98\|14.96\|1364364;2026-04-15\|16.89\|2.24\|16.85\|17.52\|16.61\|1534979;2026-04-16\|17.37\|2.84\|16.72\|17.80\|16.70\|1034005;2026-04-17\|17.49\|0.69\|17.30\|17.66\|17.00\|842167;2026-04-20\|17.97\|2.74\|17.40\|18.95\|17.25\|1149767;2026-04-21\|17.73\|-1.34\|17.55\|18.33\|17.44\|892236;2026-04-22\|17.95\|1.24\|17.52\|18.09\|17.10\|775878;2026-04-23\|17.70\|-1.39\|17.80\|18.05\|17.12\|831602;2026-04-24\|17.00\|-3.95\|17.41\|17.59\|16.75\|835822;2026-04-27\|17.20\|1.18\|17.09\|18.10\|16.70\|902929;2026-04-28\|17.45\|1.45\|17.13\|18.27\|16.45\|934286;2026-04-29\|18.11\|3.78\|17.27\|18.17\|17.01\|793038;2026-04-30\|19.58\|8.12\|18.08\|19.79\|17.69\|1206695;2026-05-06\|20.38\|4.09\|19.34\|20.96\|19.10\|1221460;2026-05-07\|20.70\|1.57\|20.38\|20.88\|20.00\|946052;2026-05-08\|21.77\|5.17\|20.54\|21.94\|20.41\|1018369;2026-05-11\|22.45\|3.12\|22.60\|24.30\|22.21\|1366844;2026-05-12\|21.92\|-2.36\|22.57\|23.40\|21.72\|968582;2026-05-13\|22.16\|1.09\|21.89\|22.39\|21.31\|1017041;2026-05-14\|20.60\|-7.04\|22.50\|22.70\|20.60\|1098914;2026-05-15\|19.81\|-3.83\|20.75\|20.75\|19.52\|991630;2026-05-18\|19.77\|-0.20\|19.96\|20.70\|19.32\|842479;2026-05-19\|19.35\|-2.12\|19.66\|19.76\|18.80\|724930;2026-05-20\|19.20\|-0.78\|19.20\|19.57\|18.92\|642246;2026-05-21\|18.12\|-5.62\|19.47\|19.78\|18.01\|839322;2026-05-22\|18.60\|2.65\|18.18\|18.73\|17.71\|587043;2026-05-25\|18.69\|0.48\|18.94\|18.97\|17.88\|638931;2026-05-26\|17.90\|-4.23\|18.55\|18.56\|17.60\|685420;2026-05-27\|17.49\|-2.29\|18.22\|18.23\|17.26\|557941;2026-05-28\|17.86\|2.12\|17.60\|18.18\|17.10\|615752;2026-05-29\|16.14\|-9.63\|17.35\|17.44\|15.70\|1102791;2026-06-01\|15.27\|-5.39\|15.98\|16.09\|15.23\|734340;2026-06-02\|15.72\|2.95\|15.50\|15.99\|14.91\|615307;2026-06-03\|16.30\|3.69\|15.72\|16.77\|15.61\|654837;2026-06-04\|15.93\|-2.27\|16.07\|16.38\|15.71\|460015;2026-06-05\|16.98\|6.59\|16.30\|18.17\|15.97\|1125624;2026-06-08\|15.72\|-7.42\|16.33\|17.14\|15.63\|828467;2026-06-09\|16.20\|3.05\|15.97\|16.36\|15.51\|599891;2026-06-10\|15.70\|-3.09\|16.02\|16.80\|15.51\|524125;2026-06-11\|15.75\|0.32\|15.39\|16.07\|15.30\|446144;2026-06-12\|15.87\|0.76\|16.08\|17.09\|15.79\|769287;2026-06-15\|15.51\|-2.27\|15.51\|15.77\|14.98\|722789;2026-06-16\|15.33\|-1.16\|15.78\|15.97\|15.24\|672317;2026-06-17\|17.37\|13.31\|15.35\|17.45\|15.13\|1251511;2026-06-18\|17.72\|2.02\|17.35\|18.63\|16.96\|1100446;2026-06-22\|17.61\|-0.62\|17.60\|17.83\|16.82\|852448;2026-06-23\|16.91\|-3.98\|17.30\|17.48\|16.81\|561413;2026-06-24\|17.71\|4.73\|16.80\|17.99\|16.50\|746016;2026-06-25\|18.13\|2.37\|17.70\|18.88\|17.41\|841250;2026-06-26\|19.51\|7.61\|17.85\|20.10\|17.62\|1205881;2026-06-29\|18.91\|-3.08\|19.30\|20.03\|18.76\|936792;2026-06-30\|19.84\|4.92\|19.26\|19.97\|19.03\|813274;2026-07-01\|20.41\|2.87\|19.55\|20.86\|19.43\|897510;2026-07-02\|19.08\|-6.52\|20.05\|20.49\|19.01\|757777;2026-07-03\|21.15\|10.85\|19.05\|21.58\|18.94\|1080208;2026-07-06\|19.67\|-7.00\|21.69\|22.15\|19.58\|918544;2026-07-07\|19.84\|0.86\|19.60\|20.88\|19.25\|763591;2026-07-08\|18.07\|-8.92\|19.58\|20.05\|18.07\|750524;2026-07-09\|20.62\|14.11\|18.19\|20.79\|18.07\|873106;2026-07-10\|22.28\|8.05\|20.51\|24.44\|20.10\|1956734;2026-07-13\|18.60\|-16.52\|21.70\|21.70\|18.19\|1411128;2026-07-14\|16.57\|-10.91\|17.98\|17.98\|15.94\|1092212;2026-07-15\|16.28\|-1.75\|16.45\|17.39\|16.18\|639324;2026-07-16\|15.08\|-7.37\|16.00\|16.60\|14.93\|710761;2026-07-17\|13.17\|-12.67\|14.90\|14.90\|12.92\|901917;2026-07-20\|12.26\|-6.91\|13.55\|13.74\|11.85\|828876;2026-07-21\|13.32\|8.65\|12.36\|13.50\|11.22\|832686;2026-07-22\|12.90\|-3.15\|13.05\|13.45\|12.80\|610733;2026-07-23\|13.12\|1.71\|12.96\|13.38\|12.80\|491726;2026-07-24\|12.33\|-6.02\|12.86\|13.07\|12.30\|414390
9021	英伟达发布"太空计算"平台	商业航天+军工检测+存储芯片行业原因：蓝箭航天朱雀二号火箭将于3月19日中午12时复飞，验证可重复使用技术，叠加SpaceX超1.75万亿美元IPO预期升温，全球估值预期上升。公司原因： 1、据2026年3月16日公告，公司拟出资1.4亿元与三角防务等共设西部航天科技陕西有限公司暂定名，布局卫星、火箭及测控数据应用全链条。 2、据2024年年度报告，公司为军用装备及民用飞机第三方检测龙头，具备电磁兼容、元器件检测、卫星产品测试等“一站式”服务能力，已取得中国商飞试验资格证书。 3、据招股说明书，公司采用算法图形与APG技术实现对EEPROM、SRAM、NOR flash、NAND flash、EMMC等存储芯片的自动测试。	公司主要从事军用装备和民用飞机产品检验检测的第三方检验检测服务机构	2026-03-17\|109.34\|4.20\|108.97\|116.92\|107.00\|100395;2026-03-18\|131.21\|20.00\|111.01\|131.21\|108.97\|137898;2026-03-19\|141.70\|7.99\|131.76\|146.80\|131.76\|162274;2026-03-20\|131.77\|-7.01\|137.00\|138.00\|130.75\|119594;2026-03-23\|138.51\|5.12\|125.36\|143.60\|125.24\|124132;2026-03-24\|135.67\|-2.05\|138.78\|141.00\|128.10\|105902;2026-03-25\|132.71\|-2.18\|131.90\|138.00\|130.90\|84527;2026-03-26\|154.32\|16.28\|136.00\|159.25\|133.00\|146488;2026-03-27\|150.71\|-2.34\|144.99\|155.55\|141.00\|100556;2026-03-30\|161.04\|6.85\|146.41\|169.99\|146.00\|123327;2026-03-31\|157.16\|-2.41\|160.01\|176.00\|152.90\|128196;2026-04-01\|162.20\|3.21\|159.02\|166.36\|149.21\|109469;2026-04-02\|154.80\|-4.56\|160.03\|164.95\|153.05\|77672;2026-04-03\|145.30\|-6.14\|156.00\|158.01\|143.05\|85611;2026-04-07\|140.00\|-3.65\|146.10\|147.39\|138.88\|63340;2026-04-08\|152.32\|8.80\|143.10\|155.95\|142.20\|79698;2026-04-09\|154.56\|1.47\|152.34\|162.00\|149.50\|82067;2026-04-10\|148.64\|-3.83\|154.61\|158.31\|148.50\|70050;2026-04-13\|159.04\|7.00\|146.80\|167.50\|146.80\|89212;2026-04-14\|163.56\|2.84\|158.80\|163.60\|153.49\|99605;2026-04-15\|175.01\|7.00\|163.00\|185.79\|161.00\|122686;2026-04-16\|173.00\|-1.15\|178.43\|180.00\|170.50\|86528;2026-04-17\|173.94\|0.54\|172.00\|174.77\|168.00\|69293;2026-04-20\|179.38\|3.13\|176.20\|188.50\|168.00\|102292;2026-04-21\|175.88\|-1.95\|177.59\|180.88\|170.28\|64835;2026-04-22\|173.72\|-1.23\|170.13\|183.00\|169.58\|72444;2026-04-23\|168.80\|-2.83\|172.01\|180.00\|165.50\|67351;2026-04-24\|161.30\|-4.44\|167.05\|171.96\|158.24\|53289;2026-04-27\|155.60\|-3.53\|161.32\|162.50\|154.44\|49225;2026-04-28\|150.02\|-3.59\|153.00\|154.96\|147.00\|46298;2026-04-29\|149.05\|-0.65\|147.51\|150.85\|146.51\|30336;2026-04-30\|165.72\|11.18\|149.21\|168.77\|149.14\|81851;2026-05-06\|172.18\|3.90\|164.00\|174.98\|163.80\|68119;2026-05-07\|167.39\|-2.78\|169.94\|171.80\|163.68\|59071;2026-05-08\|166.97\|-0.25\|164.00\|169.48\|163.51\|59789;2026-05-11\|169.68\|1.62\|172.02\|179.99\|168.00\|72554;2026-05-12\|166.62\|-1.80\|170.09\|170.98\|161.90\|53253;2026-05-13\|163.80\|-1.69\|163.94\|165.94\|159.00\|47476;2026-05-14\|153.14\|-6.51\|163.18\|163.75\|153.14\|41977;2026-05-15\|155.79\|1.73\|153.31\|158.20\|151.13\|39634;2026-05-18\|150.50\|-3.40\|154.23\|156.83\|149.00\|41525;2026-05-19\|141.58\|-5.93\|149.01\|151.00\|141.20\|42649;2026-05-20\|144.58\|2.12\|141.60\|148.45\|141.60\|39090;2026-05-21\|137.38\|-4.98\|143.02\|145.45\|136.81\|31405;2026-05-22\|141.18\|2.77\|137.46\|141.92\|134.26\|32874;2026-05-25\|141.08\|-0.07\|141.20\|145.58\|138.60\|30358;2026-05-26\|136.14\|-3.50\|140.00\|141.00\|132.90\|32628;2026-05-27\|133.97\|-1.59\|136.81\|138.88\|131.66\|24531;2026-05-28\|136.36\|1.78\|133.34\|137.50\|131.41\|25024;2026-05-29\|129.50\|-5.03\|136.36\|137.69\|128.70\|26458;2026-06-01\|126.61\|-2.23\|130.00\|131.00\|126.52\|15130;2026-06-02\|126.96\|0.28\|127.60\|128.54\|120.15\|25772;2026-06-03\|134.29\|5.77\|125.70\|138.88\|125.14\|46692;2026-06-04\|133.50\|-0.59\|134.03\|135.00\|128.27\|29965;2026-06-05\|134.90\|1.05\|134.06\|139.88\|130.34\|58980;2026-06-08\|126.45\|-6.26\|129.55\|136.83\|123.00\|39131;2026-06-09\|129.08\|2.08\|128.00\|129.68\|123.30\|30059;2026-06-10\|124.27\|-3.73\|128.34\|129.98\|122.19\|23814;2026-06-11\|123.70\|-0.46\|124.00\|125.24\|121.00\|20034;2026-06-12\|135.13\|9.24\|126.98\|141.00\|125.34\|60750;2026-06-15\|139.93\|3.55\|133.20\|140.77\|130.15\|51526;2026-06-16\|140.71\|0.56\|142.73\|152.00\|137.90\|64549;2026-06-17\|164.90\|17.19\|137.00\|168.00\|135.08\|95817;2026-06-18\|174.00\|5.52\|164.50\|178.00\|160.10\|71935;2026-06-22\|167.55\|-3.71\|176.00\|179.66\|163.26\|47184;2026-06-23\|152.73\|-8.85\|167.50\|167.50\|151.89\|50748;2026-06-24\|160.27\|4.94\|153.23\|160.88\|150.38\|39297;2026-06-25\|164.13\|2.41\|159.00\|168.85\|158.50\|38306;2026-06-26\|168.00\|2.36\|162.36\|172.99\|159.95\|50838;2026-06-29\|157.61\|-6.18\|169.00\|169.98\|155.60\|48110;2026-06-30\|158.49\|0.56\|159.30\|161.88\|155.00\|31652;2026-07-01\|166.45\|5.02\|156.91\|169.95\|155.60\|40115;2026-07-02\|169.41\|1.78\|163.91\|179.89\|161.30\|48462;2026-07-03\|172.51\|1.83\|163.64\|181.96\|163.64\|56752;2026-07-06\|156.96\|-9.01\|175.21\|177.00\|156.17\|41834;2026-07-07\|156.35\|-0.39\|155.17\|161.47\|152.01\|25687;2026-07-08\|146.00\|-6.62\|158.50\|158.50\|144.51\|27998;2026-07-09\|154.86\|6.07\|146.00\|155.65\|142.74\|25782;2026-07-10\|167.80\|8.36\|158.50\|180.00\|155.30\|70175;2026-07-13\|135.13\|-19.47\|164.22\|167.79\|134.25\|78296;2026-07-14\|125.14\|-7.39\|133.71\|135.13\|120.18\|50274;2026-07-15\|125.25\|0.09\|126.28\|128.78\|122.67\|30704;2026-07-16\|116.83\|-6.72\|121.50\|125.42\|115.00\|27515;2026-07-17\|99.50\|-14.83\|114.45\|117.38\|99.50\|40955;2026-07-20\|88.75\|-10.80\|102.00\|104.10\|85.36\|61077;2026-07-21\|94.70\|6.70\|90.52\|94.90\|77.45\|64556;2026-07-22\|89.91\|-5.06\|94.97\|96.71\|89.00\|40077;2026-07-23\|87.24\|-2.97\|90.34\|92.34\|86.00\|32628;2026-07-24\|85.03\|-2.53\|86.89\|89.26\|84.71\|29674
9020	英伟达发布"太空计算"平台	玻璃微纤维+商业航天+半导体洁净+干净空气材料行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日互动易，公司主要业务为以微纤维玻璃棉为核心材料，开发“干净空气材料”、“高效节能材料”和“无尘空调产品”，应用于“工业空间、移动空间、生活空间”三大空间。公司高效节能材料中用于航空航天领域的产品2025年度收入占公司营收比例约为0.66%；其中，向国际某知名航天公司直接供应“高硅氧纤维产品”业务收入占公司总营收比例较低，对公司业绩无重大影响。 2、据2025年12月2日业绩说明会及2025年年报，公司高硅氧纤维已与国际知名航天公司开展商业合作，航空隔音隔热棉已配套中国商飞C919、C909型飞机。 3、据2026年5月8日互动易，半导体资本支出扩张带动洁净室需求，公司“干净空气”材料及设备已服务西安奕斯伟、中芯南方等项目，受益行业高景气。	国内微玻璃纤维滤纸行业龙头，为SpaceX出口超高温绝热材料	2026-03-17\|10.70\|-7.20\|11.70\|11.70\|10.68\|1215819;2026-03-18\|11.77\|10.00\|11.60\|11.77\|10.83\|2078294;2026-03-19\|12.00\|1.95\|11.77\|12.29\|11.38\|2510486;2026-03-20\|11.22\|-6.50\|11.90\|12.10\|11.18\|1357551;2026-03-23\|10.70\|-4.63\|10.78\|11.35\|10.53\|1042238;2026-03-24\|11.11\|3.83\|11.00\|11.49\|10.71\|1298219;2026-03-25\|12.22\|9.99\|12.19\|12.22\|11.95\|1082478;2026-03-26\|13.44\|9.98\|13.44\|13.44\|12.85\|4225054;2026-03-27\|13.18\|-1.93\|12.90\|13.33\|12.36\|3326632;2026-03-30\|14.50\|10.02\|13.13\|14.50\|12.76\|3638551;2026-03-31\|15.49\|6.83\|14.50\|15.95\|14.22\|4581188;2026-04-01\|14.87\|-4.00\|15.49\|15.93\|14.51\|3168060;2026-04-02\|14.10\|-5.18\|15.15\|15.32\|14.03\|2969643;2026-04-03\|14.00\|-0.71\|14.43\|14.97\|13.61\|2963242;2026-04-07\|13.77\|-1.64\|13.80\|14.18\|13.17\|2666046;2026-04-08\|14.26\|3.56\|14.01\|14.64\|14.01\|2712545;2026-04-09\|13.61\|-4.56\|13.77\|14.11\|13.53\|2032427;2026-04-10\|13.31\|-2.20\|13.61\|13.99\|13.28\|1723329;2026-04-13\|13.72\|3.08\|13.16\|13.98\|13.10\|1656547;2026-04-14\|14.20\|3.50\|13.85\|14.29\|13.47\|2369168;2026-04-15\|14.32\|0.85\|14.32\|14.86\|14.06\|2692206;2026-04-16\|15.03\|4.96\|14.31\|15.70\|14.18\|2869165;2026-04-17\|14.77\|-1.73\|14.70\|14.94\|14.25\|2129953;2026-04-20\|15.57\|5.42\|14.89\|15.95\|14.80\|2543360;2026-04-21\|16.26\|4.43\|15.57\|16.34\|15.06\|2816672;2026-04-22\|15.82\|-2.71\|15.46\|16.65\|15.32\|2336828;2026-04-23\|15.15\|-4.24\|15.05\|15.95\|14.80\|2193242;2026-04-24\|14.18\|-6.40\|15.15\|15.97\|14.00\|2046428;2026-04-27\|14.94\|5.36\|13.88\|15.27\|13.88\|1894745;2026-04-28\|15.26\|2.14\|14.65\|15.95\|14.20\|2492496;2026-04-29\|15.20\|-0.39\|14.85\|15.76\|14.64\|1961226;2026-04-30\|15.85\|4.28\|15.20\|16.16\|14.79\|2646985;2026-05-06\|16.73\|5.55\|16.00\|17.44\|16.00\|2975058;2026-05-07\|17.32\|3.53\|16.99\|17.39\|16.50\|2561849;2026-05-08\|17.90\|3.35\|17.00\|18.75\|16.79\|2571445;2026-05-11\|17.90\|0.00\|18.26\|18.50\|17.57\|2195149;2026-05-12\|16.87\|-5.75\|17.95\|17.99\|16.66\|1986380;2026-05-13\|18.07\|7.11\|17.00\|18.56\|16.56\|2581528;2026-05-14\|16.57\|-8.30\|18.03\|18.38\|16.50\|2019070;2026-05-15\|16.87\|1.81\|16.45\|17.40\|16.09\|1541684;2026-05-18\|18.56\|10.02\|17.21\|18.56\|16.85\|2148480;2026-05-19\|17.99\|-3.07\|19.10\|19.99\|17.56\|3055659;2026-05-20\|17.60\|-2.17\|17.91\|17.97\|16.92\|1714380;2026-05-21\|18.13\|3.01\|17.80\|18.16\|16.89\|2111880;2026-05-22\|19.29\|6.40\|17.75\|19.30\|17.42\|2378187;2026-05-25\|19.27\|-0.10\|19.30\|20.77\|18.80\|2694352;2026-05-26\|20.08\|4.20\|18.80\|20.49\|18.40\|2579356;2026-05-27\|21.39\|6.52\|19.80\|22.00\|19.39\|2771988;2026-05-28\|23.53\|10.00\|20.90\|23.53\|20.78\|2523393;2026-05-29\|21.18\|-9.99\|21.18\|22.00\|21.18\|921257;2026-06-01\|19.06\|-10.01\|19.06\|19.06\|19.06\|81028;2026-06-02\|17.15\|-10.02\|17.15\|18.14\|17.15\|2883838;2026-06-03\|16.91\|-1.40\|16.45\|17.86\|16.40\|2894787;2026-06-04\|15.57\|-7.92\|16.55\|16.80\|15.47\|2499330;2026-06-05\|16.49\|5.91\|15.88\|16.60\|14.85\|2786850;2026-06-08\|15.15\|-8.13\|15.51\|16.16\|14.84\|2094574;2026-06-09\|14.48\|-4.36\|15.00\|15.14\|14.04\|1914876;2026-06-10\|13.74\|-5.11\|14.42\|14.63\|13.60\|1588506;2026-06-11\|13.86\|0.87\|13.70\|14.35\|13.27\|1655612;2026-06-12\|13.51\|-2.53\|14.01\|14.44\|13.42\|1651897;2026-06-15\|13.95\|3.26\|13.57\|14.02\|13.16\|1420778;2026-06-16\|14.34\|2.80\|14.30\|14.97\|14.18\|1884001;2026-06-17\|15.77\|9.97\|14.34\|15.77\|14.27\|1620335;2026-06-18\|14.97\|-5.07\|16.00\|16.00\|14.70\|2191187;2026-06-22\|13.94\|-6.88\|14.80\|14.95\|13.68\|1913801;2026-06-23\|12.87\|-7.68\|13.87\|13.92\|12.86\|1570443;2026-06-24\|12.72\|-1.17\|12.90\|13.01\|12.35\|1200726;2026-06-25\|12.26\|-3.62\|12.70\|12.72\|12.11\|1217590;2026-06-26\|12.08\|-1.47\|12.30\|12.58\|11.97\|1253760;2026-06-29\|11.87\|-1.74\|11.99\|12.29\|11.66\|960161;2026-06-30\|12.28\|3.45\|12.00\|12.45\|11.67\|1041685;2026-07-01\|12.44\|1.30\|12.30\|12.63\|12.18\|977371;2026-07-02\|11.66\|-6.27\|12.12\|12.39\|11.64\|1035046;2026-07-03\|12.30\|5.49\|12.10\|12.83\|12.00\|2064453;2026-07-06\|11.07\|-10.00\|11.88\|12.30\|11.07\|1426839;2026-07-07\|10.45\|-5.60\|10.78\|11.05\|10.36\|1161345;2026-07-08\|9.94\|-4.88\|10.45\|10.53\|9.93\|831601;2026-07-09\|10.28\|3.42\|10.07\|10.29\|9.62\|857550;2026-07-10\|10.61\|3.21\|10.25\|11.29\|10.15\|1490343;2026-07-13\|9.55\|-9.99\|10.49\|10.49\|9.55\|900581;2026-07-14\|9.55\|0.00\|9.28\|9.57\|8.90\|1031425;2026-07-15\|9.33\|-2.30\|9.63\|9.74\|9.28\|672193;2026-07-16\|8.93\|-4.29\|9.17\|9.40\|8.87\|622619;2026-07-17\|8.26\|-7.50\|8.92\|8.92\|8.09\|768742;2026-07-20\|7.62\|-7.75\|8.40\|8.40\|7.47\|869141;2026-07-21\|8.05\|5.64\|7.75\|8.07\|6.86\|1073284;2026-07-22\|7.93\|-1.49\|7.96\|8.25\|7.86\|727313;2026-07-23\|8.25\|4.04\|7.91\|8.36\|7.90\|771092;2026-07-24\|7.94\|-3.76\|8.08\|8.29\|7.91\|535241
9019	英伟达发布"太空计算"平台	太空算力+增资轨道辰光+环保纸行业原因： 1、据中科宇航消息，3月30日19时，中科宇航力箭二号首飞成功。 2、纳斯达克宣布自5月1日起实施“快速准入”新规，被普遍认为是在为SpaceX、OpenAI、Anthropic等超级独角兽公司上市铺路。公司原因： 1、据2026年2月25日公告，公司与各方正式签署《北京轨道辰光科技有限公司增资协议》，以74,980,370.16元增资后持有轨道辰光27.8174%股权，轨道辰光核心业务为建设并运行太空数据中心。 2、据2025年4月29日年度报告，公司主营特种防伪环保纸及印刷，2024年拓展南美、东南亚、欧洲等地水果、食品、药品包装市场，镀铝纸等产品已实现销售。 3、据2025年半年度报告，公司持续推进新型烟草合规产品研发及工业大麻精深加工业务，并开展天基算力相关投资布局。	公司持有北京轨道辰光科技19.30%股份，其第一代试验星“辰光一号”已完成研制	2026-03-17\|14.74\|10.00\|14.33\|14.74\|14.33\|895743;2026-03-18\|16.21\|9.97\|15.05\|16.21\|14.18\|2626929;2026-03-19\|17.16\|5.86\|16.51\|17.48\|16.51\|3213343;2026-03-20\|15.44\|-10.02\|17.00\|17.35\|15.44\|2566939;2026-03-23\|16.98\|9.97\|15.27\|16.98\|15.06\|2823831;2026-03-24\|16.91\|-0.41\|17.31\|17.45\|16.32\|2924364;2026-03-25\|16.22\|-4.08\|16.95\|17.19\|16.00\|3128172;2026-03-26\|15.10\|-6.91\|16.18\|16.32\|14.70\|2375563;2026-03-27\|15.28\|1.19\|14.21\|15.86\|14.05\|2048210;2026-03-30\|15.46\|1.18\|14.76\|15.59\|14.76\|1622176;2026-03-31\|17.01\|10.03\|15.52\|17.01\|15.50\|1172762;2026-04-01\|16.70\|-1.82\|17.00\|17.45\|16.35\|2729264;2026-04-02\|16.20\|-2.99\|16.65\|17.00\|15.98\|1696810;2026-04-03\|15.20\|-6.17\|16.35\|16.55\|15.03\|1531569;2026-04-07\|16.02\|5.39\|15.67\|16.72\|15.66\|2245662;2026-04-08\|17.19\|7.30\|16.39\|17.44\|16.05\|2722934;2026-04-09\|17.23\|0.23\|17.05\|18.00\|16.80\|2815755;2026-04-10\|16.66\|-3.31\|17.50\|17.56\|16.64\|1885759;2026-04-13\|16.42\|-1.44\|16.42\|16.76\|16.32\|1140491;2026-04-14\|17.30\|5.36\|16.52\|17.35\|16.10\|2153169;2026-04-15\|17.70\|2.31\|17.32\|18.57\|17.11\|2920142;2026-04-16\|17.75\|0.28\|17.67\|17.88\|17.30\|1933390;2026-04-17\|18.92\|6.59\|17.86\|19.39\|17.20\|3057799;2026-04-20\|20.29\|7.24\|18.95\|20.56\|18.95\|2680636;2026-04-21\|22.32\|10.00\|22.32\|22.32\|21.65\|1295967;2026-04-22\|21.95\|-1.66\|22.76\|22.99\|21.02\|3300430;2026-04-23\|19.76\|-9.98\|21.95\|22.28\|19.76\|2668818;2026-04-24\|19.80\|0.20\|19.55\|20.90\|17.90\|3190900;2026-04-27\|18.57\|-6.21\|19.01\|19.32\|18.40\|1912740;2026-04-28\|18.85\|1.51\|19.12\|19.69\|18.61\|1778394;2026-04-29\|18.52\|-1.75\|18.28\|19.09\|18.17\|1407370;2026-04-30\|19.02\|2.70\|18.32\|19.19\|18.18\|1610465;2026-05-06\|19.20\|0.95\|18.89\|19.79\|18.89\|1687172;2026-05-07\|19.86\|3.44\|19.70\|19.99\|19.19\|1883300;2026-05-08\|20.64\|3.93\|19.40\|21.30\|19.22\|2241650;2026-05-11\|21.79\|5.57\|20.74\|22.00\|19.81\|2401732;2026-05-12\|19.95\|-8.44\|21.48\|21.73\|19.75\|1973902;2026-05-13\|20.27\|1.60\|19.97\|20.78\|19.71\|1324982;2026-05-14\|18.36\|-9.42\|20.00\|20.08\|18.31\|1490932;2026-05-15\|18.80\|2.40\|18.16\|19.38\|17.50\|1348693;2026-05-18\|17.88\|-4.89\|18.21\|19.03\|17.85\|1071208;2026-05-19\|16.96\|-5.15\|17.69\|17.83\|16.50\|1202997;2026-05-20\|17.07\|0.65\|16.74\|17.28\|16.41\|866406;2026-05-21\|16.33\|-4.34\|17.17\|17.20\|16.28\|748642;2026-05-22\|16.60\|1.65\|16.34\|16.65\|16.08\|554075;2026-05-25\|16.50\|-0.60\|16.67\|16.82\|16.31\|585515;2026-05-26\|15.55\|-5.76\|16.20\|16.30\|15.24\|897193;2026-05-27\|14.98\|-3.67\|15.68\|15.82\|14.81\|708496;2026-05-28\|15.19\|1.40\|14.93\|15.24\|14.70\|637284;2026-05-29\|14.59\|-3.95\|15.40\|16.06\|14.40\|1175220;2026-06-01\|14.60\|0.07\|14.58\|15.05\|14.34\|769605;2026-06-02\|14.38\|-1.51\|14.80\|15.10\|14.06\|640188;2026-06-03\|14.62\|1.67\|14.32\|14.96\|14.18\|764178;2026-06-04\|14.57\|-0.34\|14.46\|14.90\|14.35\|538283;2026-06-05\|15.34\|5.28\|14.90\|15.55\|14.32\|1302262;2026-06-08\|16.12\|5.08\|14.80\|16.12\|14.75\|1372843;2026-06-09\|15.60\|-3.23\|15.82\|15.87\|15.30\|1012542;2026-06-10\|14.60\|-6.41\|15.46\|15.76\|14.58\|691795;2026-06-11\|13.67\|-6.37\|14.26\|14.29\|13.35\|833789;2026-06-12\|13.86\|1.39\|13.91\|14.38\|13.72\|697883;2026-06-15\|13.70\|-1.15\|13.80\|13.97\|13.56\|617447;2026-06-16\|13.49\|-1.53\|14.00\|14.10\|13.41\|645636;2026-06-17\|13.59\|0.74\|13.49\|14.18\|13.40\|829210;2026-06-18\|12.96\|-4.64\|13.26\|13.30\|12.77\|1041738;2026-06-22\|12.65\|-2.39\|12.78\|12.96\|12.12\|969803;2026-06-23\|12.25\|-3.16\|12.79\|12.88\|12.16\|573101;2026-06-24\|12.53\|2.29\|12.26\|12.60\|11.85\|660468;2026-06-25\|12.16\|-2.95\|12.37\|12.64\|12.06\|520468;2026-06-26\|12.14\|-0.16\|12.10\|12.55\|11.61\|757876;2026-06-29\|12.34\|1.65\|12.21\|12.75\|12.12\|806734;2026-06-30\|12.67\|2.67\|12.35\|12.74\|12.01\|794430;2026-07-01\|12.85\|1.42\|12.69\|13.01\|12.39\|698723;2026-07-02\|12.42\|-3.35\|12.70\|13.16\|12.40\|584682;2026-07-03\|12.61\|1.53\|12.56\|12.95\|12.41\|620827;2026-07-06\|11.35\|-9.99\|12.67\|12.84\|11.35\|790197;2026-07-07\|10.86\|-4.32\|11.35\|11.60\|10.77\|657915;2026-07-08\|10.38\|-4.42\|10.95\|10.97\|10.36\|526959;2026-07-09\|10.67\|2.79\|10.39\|10.69\|9.98\|501832;2026-07-10\|11.15\|4.50\|10.62\|11.74\|10.55\|1058660;2026-07-13\|10.04\|-9.96\|11.15\|11.21\|10.04\|810911;2026-07-14\|9.96\|-0.80\|9.94\|10.04\|9.50\|678675;2026-07-15\|9.84\|-1.20\|9.98\|10.16\|9.83\|408717;2026-07-16\|9.68\|-1.63\|9.73\|10.05\|9.62\|363544;2026-07-17\|8.86\|-8.47\|9.70\|9.75\|8.72\|483467;2026-07-20\|8.55\|-3.50\|9.09\|9.24\|8.36\|597169;2026-07-21\|8.77\|2.57\|8.56\|8.80\|7.75\|662721;2026-07-22\|8.79\|0.23\|8.74\|8.91\|8.55\|430727;2026-07-23\|9.06\|3.07\|8.72\|9.06\|8.70\|396014;2026-07-24\|8.59\|-5.19\|9.20\|9.34\|8.57\|382563
9018	英伟达发布"太空计算"平台	钢铁+氢能源+可控核聚变+甘肃国资行业原因：蓝箭航天朱雀二号火箭将于3月19日中午12时复飞，验证可重复使用技术，叠加SpaceX超1.75万亿美元IPO预期升温，全球估值预期上升。公司原因： 1、据2024年11月25日互动易，公司储氢用奥氏体不锈钢已用于大体积双层球壳真空隔热型液氢球罐制造项目。 2、据2025年1月5日互动易，公司低磁导率材料已用于超导托卡马克核聚变实验装置；据2025年1月12日互动易，核用不锈钢供货霞浦、秦山等23座核电站及华龙一号海外项目。 3、据2025年半年度报告，公司具备年产千万吨级完整钢铁产业链，是西北地区品种最全钢企，控股股东为酒泉钢铁集团，实控人为甘肃省国资委。	公司地处甘肃，毗邻酒泉卫星发射中心，官微曾表示持续推动航天领域优势产品品质提升，深度参与国家重点工程项目，自研产品本月稳定供货500余吨	2026-03-17\|2.20\|10.00\|2.04\|2.20\|2.04\|2010402;2026-03-18\|2.42\|10.00\|2.27\|2.42\|2.21\|5951029;2026-03-19\|2.28\|-5.79\|2.40\|2.51\|2.28\|7918373;2026-03-20\|2.13\|-6.58\|2.23\|2.32\|2.11\|4710088;2026-03-23\|2.07\|-2.82\|2.04\|2.21\|2.01\|3977505;2026-03-24\|2.16\|4.35\|2.10\|2.17\|2.04\|3517633;2026-03-25\|2.18\|0.93\|2.11\|2.22\|2.08\|3562504;2026-03-26\|2.09\|-4.13\|2.17\|2.28\|2.07\|3047291;2026-03-27\|2.13\|1.91\|2.02\|2.13\|1.98\|2603092;2026-03-30\|2.12\|-0.47\|2.08\|2.13\|2.01\|2228975;2026-03-31\|2.01\|-5.19\|2.11\|2.13\|2.00\|2185664;2026-04-01\|1.98\|-1.49\|2.04\|2.05\|1.95\|1698570;2026-04-02\|1.89\|-4.55\|1.97\|1.98\|1.89\|1629274;2026-04-03\|1.84\|-2.65\|1.89\|1.90\|1.82\|1329426;2026-04-07\|1.87\|1.63\|1.84\|1.87\|1.81\|1076321;2026-04-08\|1.93\|3.21\|1.89\|1.94\|1.88\|1146502;2026-04-09\|1.89\|-2.07\|1.91\|1.92\|1.87\|810884;2026-04-10\|1.86\|-1.59\|1.89\|1.90\|1.85\|872912;2026-04-13\|1.86\|0.00\|1.84\|1.87\|1.83\|830849;2026-04-14\|1.83\|-1.61\|1.86\|1.87\|1.81\|996551;2026-04-15\|1.79\|-2.19\|1.83\|1.85\|1.79\|974081;2026-04-16\|1.83\|2.23\|1.79\|1.83\|1.78\|850581;2026-04-17\|1.81\|-1.09\|1.82\|1.83\|1.79\|660202;2026-04-20\|1.82\|0.55\|1.81\|1.82\|1.79\|668025;2026-04-21\|1.81\|-0.55\|1.82\|1.82\|1.79\|485374;2026-04-22\|1.80\|-0.55\|1.80\|1.82\|1.79\|648260;2026-04-23\|1.77\|-1.67\|1.79\|1.81\|1.74\|969742;2026-04-24\|1.74\|-1.69\|1.76\|1.77\|1.73\|686450;2026-04-27\|1.75\|0.57\|1.73\|1.76\|1.70\|728005;2026-04-28\|1.75\|0.00\|1.75\|1.76\|1.73\|458241;2026-04-29\|1.79\|2.29\|1.74\|1.81\|1.73\|721596;2026-04-30\|1.77\|-1.12\|1.79\|1.79\|1.76\|564131;2026-05-06\|1.80\|1.69\|1.78\|1.81\|1.76\|729190;2026-05-07\|1.78\|-1.11\|1.80\|1.82\|1.77\|696186;2026-05-08\|1.81\|1.69\|1.77\|1.82\|1.76\|843335;2026-05-11\|1.79\|-1.10\|1.81\|1.83\|1.78\|878342;2026-05-12\|1.76\|-1.68\|1.80\|1.82\|1.75\|948224;2026-05-13\|1.76\|0.00\|1.75\|1.77\|1.74\|626325;2026-05-14\|1.70\|-3.41\|1.76\|1.76\|1.70\|894769;2026-05-15\|1.67\|-1.76\|1.70\|1.71\|1.67\|699808;2026-05-18\|1.67\|0.00\|1.67\|1.67\|1.64\|709403;2026-05-19\|1.69\|1.20\|1.67\|1.69\|1.65\|495933;2026-05-20\|1.64\|-2.96\|1.69\|1.69\|1.63\|605053;2026-05-21\|1.61\|-1.83\|1.64\|1.66\|1.60\|600324;2026-05-22\|1.63\|1.24\|1.61\|1.64\|1.59\|487890;2026-05-25\|1.64\|0.61\|1.64\|1.66\|1.63\|492766;2026-05-26\|1.63\|-0.61\|1.65\|1.65\|1.61\|553474;2026-05-27\|1.58\|-3.07\|1.63\|1.64\|1.57\|624873;2026-05-28\|1.61\|1.90\|1.57\|1.62\|1.56\|598487;2026-05-29\|1.60\|-0.62\|1.62\|1.64\|1.59\|683537;2026-06-01\|1.67\|4.38\|1.60\|1.72\|1.59\|1174359;2026-06-02\|1.64\|-1.80\|1.66\|1.68\|1.62\|594123;2026-06-03\|1.61\|-1.83\|1.64\|1.64\|1.61\|466072;2026-06-04\|1.59\|-1.24\|1.61\|1.63\|1.58\|476937;2026-06-05\|1.60\|0.63\|1.59\|1.62\|1.58\|424359;2026-06-08\|1.56\|-2.50\|1.58\|1.60\|1.55\|542255;2026-06-09\|1.54\|-1.28\|1.56\|1.57\|1.51\|577470;2026-06-10\|1.52\|-1.30\|1.53\|1.54\|1.51\|479789;2026-06-11\|1.54\|1.32\|1.52\|1.54\|1.48\|589617;2026-06-12\|1.57\|1.95\|1.55\|1.60\|1.54\|660874;2026-06-15\|1.57\|0.00\|1.58\|1.62\|1.55\|708677;2026-06-16\|1.55\|-1.27\|1.57\|1.57\|1.54\|431457;2026-06-17\|1.51\|-2.58\|1.54\|1.55\|1.50\|403212;2026-06-18\|1.51\|0.00\|1.51\|1.53\|1.47\|416282;2026-06-22\|1.53\|1.32\|1.51\|1.53\|1.44\|758303;2026-06-23\|1.49\|-2.61\|1.52\|1.56\|1.49\|655140;2026-06-24\|1.45\|-2.68\|1.49\|1.49\|1.44\|570766;2026-06-25\|1.44\|-0.69\|1.44\|1.46\|1.42\|478376;2026-06-26\|1.41\|-2.08\|1.45\|1.45\|1.41\|439165;2026-06-29\|1.41\|0.00\|1.42\|1.43\|1.37\|471664;2026-06-30\|1.39\|-1.42\|1.41\|1.43\|1.37\|667891;2026-07-01\|1.44\|3.60\|1.39\|1.46\|1.39\|804033;2026-07-02\|1.41\|-2.08\|1.45\|1.48\|1.40\|652107;2026-07-03\|1.41\|0.00\|1.41\|1.43\|1.40\|452692;2026-07-06\|1.40\|-0.71\|1.42\|1.43\|1.40\|328157;2026-07-07\|1.38\|-1.43\|1.41\|1.42\|1.37\|516589;2026-07-08\|1.38\|0.00\|1.38\|1.40\|1.36\|395649;2026-07-09\|1.38\|0.00\|1.38\|1.40\|1.36\|433020;2026-07-10\|1.41\|2.17\|1.38\|1.44\|1.36\|701757;2026-07-13\|1.37\|-2.84\|1.41\|1.42\|1.37\|579205;2026-07-14\|1.40\|2.19\|1.37\|1.41\|1.36\|558091;2026-07-15\|1.44\|2.86\|1.41\|1.46\|1.40\|669477;2026-07-16\|1.41\|-2.08\|1.43\|1.44\|1.40\|397653;2026-07-17\|1.40\|-0.71\|1.42\|1.44\|1.39\|626552;2026-07-20\|1.40\|0.00\|1.40\|1.43\|1.40\|555179;2026-07-21\|1.40\|0.00\|1.41\|1.44\|1.39\|614951;2026-07-22\|1.42\|1.43\|1.40\|1.42\|1.38\|475881;2026-07-23\|1.46\|2.82\|1.42\|1.47\|1.41\|685416;2026-07-24\|1.41\|-3.42\|1.46\|1.47\|1.41\|513268
9017	英伟达GTC大会于2026年3月16日-19日举办	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-03-17\|543.00\|-3.33\|570.00\|577.88\|539.00\|300410;2026-03-18\|580.00\|6.81\|553.86\|582.05\|550.00\|377805;2026-03-19\|575.20\|-0.83\|580.00\|592.80\|569.90\|331408;2026-03-20\|612.00\|6.40\|605.00\|632.72\|604.10\|538539;2026-03-23\|599.62\|-2.02\|590.31\|618.10\|585.00\|378520;2026-03-24\|603.19\|0.60\|599.00\|605.00\|577.00\|282636;2026-03-25\|628.40\|4.18\|625.00\|635.00\|616.05\|335631;2026-03-26\|614.20\|-2.26\|626.89\|645.00\|612.83\|262769;2026-03-27\|598.00\|-2.64\|598.85\|609.88\|588.66\|224326;2026-03-30\|589.08\|-1.49\|585.00\|595.58\|579.00\|209255;2026-03-31\|569.41\|-3.34\|571.00\|585.90\|555.00\|261202;2026-04-01\|601.87\|5.70\|591.00\|602.00\|581.20\|255405;2026-04-02\|582.00\|-3.30\|593.01\|596.77\|578.69\|177310;2026-04-03\|606.52\|4.21\|600.00\|625.00\|594.35\|290271;2026-04-07\|619.53\|2.15\|608.00\|636.66\|597.70\|239031;2026-04-08\|688.14\|11.07\|653.53\|688.26\|643.00\|396630;2026-04-09\|693.02\|0.71\|682.00\|700.00\|678.01\|249619;2026-04-10\|734.65\|6.01\|700.00\|743.04\|694.01\|330801;2026-04-13\|738.00\|0.46\|738.80\|744.00\|714.23\|228876;2026-04-14\|773.00\|4.74\|750.00\|786.22\|748.78\|292668;2026-04-15\|779.98\|0.90\|787.00\|808.83\|766.00\|323452;2026-04-16\|809.61\|3.80\|772.37\|810.11\|762.35\|286570;2026-04-17\|851.00\|5.11\|841.00\|865.00\|820.24\|398572;2026-04-20\|850.00\|-0.12\|849.00\|878.98\|840.58\|272631;2026-04-21\|864.86\|1.75\|849.75\|868.00\|839.00\|251138;2026-04-22\|886.62\|2.52\|859.30\|893.20\|854.00\|294383;2026-04-23\|897.00\|1.17\|890.00\|919.99\|877.78\|309869;2026-04-24\|886.99\|-1.12\|900.25\|915.00\|854.53\|383884;2026-04-27\|857.03\|-3.38\|899.00\|900.00\|854.00\|318149;2026-04-28\|825.00\|-3.74\|854.00\|854.00\|821.00\|295109;2026-04-29\|846.00\|2.55\|816.23\|863.00\|816.23\|251731;2026-04-30\|857.50\|1.48\|863.66\|874.65\|845.00\|212710;2026-05-06\|856.00\|-0.17\|888.50\|889.00\|840.45\|309386;2026-05-07\|877.47\|2.51\|858.00\|889.15\|835.00\|277190;2026-05-08\|886.00\|0.97\|864.95\|898.95\|861.56\|197641;2026-05-11\|940.13\|6.11\|889.06\|946.79\|870.00\|322655;2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877
9016	英伟达GTC大会于2026年3月16日-19日举办	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件	2026-03-17\|280.00\|-10.02\|288.00\|289.35\|277.17\|532355;2026-03-18\|303.30\|8.32\|293.99\|304.84\|293.00\|460771;2026-03-19\|307.99\|1.55\|305.57\|316.60\|301.00\|321089;2026-03-20\|312.00\|1.30\|335.00\|336.63\|312.00\|400797;2026-03-23\|298.49\|-4.33\|300.06\|309.00\|295.62\|274295;2026-03-24\|298.71\|0.07\|298.49\|308.88\|290.50\|308548;2026-03-25\|318.10\|6.49\|313.00\|331.50\|312.18\|383149;2026-03-26\|325.00\|2.17\|318.17\|339.00\|316.79\|401077;2026-03-27\|317.60\|-2.28\|311.00\|325.85\|302.25\|288743;2026-03-30\|316.81\|-0.25\|314.16\|322.00\|308.00\|231079;2026-03-31\|301.60\|-4.80\|308.60\|316.00\|298.22\|270576;2026-04-01\|333.33\|10.52\|316.67\|334.88\|312.89\|421999;2026-04-02\|322.80\|-3.16\|329.11\|336.05\|320.00\|281924;2026-04-03\|333.86\|3.43\|337.68\|344.40\|333.60\|319238;2026-04-07\|317.36\|-4.94\|334.02\|336.83\|314.85\|329008;2026-04-08\|337.00\|6.19\|330.00\|339.33\|320.00\|464132;2026-04-09\|346.90\|2.94\|337.02\|359.71\|331.13\|484902;2026-04-10\|358.90\|3.46\|346.90\|365.05\|341.40\|485053;2026-04-13\|351.00\|-2.20\|354.00\|357.29\|341.00\|374618;2026-04-14\|345.84\|-1.47\|352.30\|363.00\|343.80\|447787;2026-04-15\|330.66\|-4.39\|345.84\|347.99\|327.50\|415124;2026-04-16\|355.57\|7.53\|328.00\|359.77\|325.65\|485741;2026-04-17\|379.28\|6.67\|361.89\|383.66\|360.14\|456069;2026-04-20\|374.50\|-1.26\|376.16\|388.00\|367.01\|404531;2026-04-21\|353.00\|-5.74\|345.03\|370.89\|345.00\|551996;2026-04-22\|375.41\|6.35\|346.65\|380.50\|342.00\|519330;2026-04-23\|350.09\|-6.74\|375.60\|378.00\|343.50\|557550;2026-04-24\|323.87\|-7.49\|342.32\|346.07\|316.30\|551411;2026-04-27\|322.25\|-0.50\|325.00\|332.99\|317.90\|358152;2026-04-28\|309.80\|-3.86\|321.12\|321.64\|307.80\|345652;2026-04-29\|311.09\|0.42\|305.00\|317.50\|305.00\|254082;2026-04-30\|307.50\|-1.15\|312.87\|314.90\|305.00\|235989;2026-05-06\|316.16\|2.82\|312.85\|336.58\|311.00\|540668;2026-05-07\|328.14\|3.79\|322.00\|331.00\|305.00\|581696;2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014
9015	英伟达GTC大会于2026年3月16日-19日举办	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司预告年报净利润同比增长231.24%-248.86%，“受益于算力投资持续增长，高速率产品需求快速提升，公司销售收入和净利润大幅增加”	2026-03-17\|389.33\|-5.78\|422.01\|426.88\|385.93\|453934;2026-03-18\|430.90\|10.68\|399.20\|431.35\|398.00\|609727;2026-03-19\|440.40\|2.20\|427.01\|450.81\|427.01\|543572;2026-03-20\|477.05\|8.32\|468.00\|490.28\|458.88\|671922;2026-03-23\|460.44\|-3.48\|456.13\|477.87\|453.00\|480832;2026-03-24\|468.00\|1.64\|459.00\|468.33\|438.00\|406861;2026-03-25\|476.20\|1.75\|490.21\|492.00\|463.00\|458162;2026-03-26\|457.00\|-4.03\|469.02\|480.00\|455.12\|365099;2026-03-27\|447.41\|-2.10\|446.29\|461.30\|440.01\|298317;2026-03-30\|458.38\|2.45\|445.20\|464.00\|445.20\|255254;2026-03-31\|442.84\|-3.39\|445.65\|454.50\|434.70\|283290;2026-04-01\|460.60\|4.01\|461.53\|463.00\|444.00\|312649;2026-04-02\|447.49\|-2.85\|453.11\|460.98\|442.80\|218135;2026-04-03\|455.30\|1.75\|457.00\|469.00\|454.05\|336360;2026-04-07\|458.70\|0.75\|450.00\|468.00\|441.19\|284174;2026-04-08\|501.50\|9.33\|475.10\|502.00\|469.09\|469399;2026-04-09\|490.00\|-2.29\|491.30\|497.80\|488.00\|298416;2026-04-10\|522.50\|6.63\|493.00\|528.00\|485.00\|444844;2026-04-13\|512.72\|-1.87\|518.00\|522.00\|500.01\|375113;2026-04-14\|520.00\|1.42\|522.94\|538.90\|515.00\|387738;2026-04-15\|496.98\|-4.43\|525.02\|534.00\|490.02\|460646;2026-04-16\|537.50\|8.15\|497.00\|539.93\|496.00\|418603;2026-04-17\|589.00\|9.58\|550.00\|589.98\|542.03\|416195;2026-04-20\|583.00\|-1.02\|589.00\|596.96\|577.00\|342506;2026-04-21\|578.50\|-0.77\|578.00\|582.99\|566.00\|287544;2026-04-22\|622.71\|7.64\|569.00\|625.26\|568.03\|433446;2026-04-23\|608.28\|-2.32\|619.00\|627.80\|600.99\|401775;2026-04-24\|537.27\|-11.67\|552.76\|566.66\|528.01\|913871;2026-04-27\|538.00\|0.14\|549.40\|553.00\|534.86\|468082;2026-04-28\|535.46\|-0.47\|537.34\|548.00\|517.01\|357953;2026-04-29\|537.00\|0.29\|529.00\|549.50\|526.00\|275645;2026-04-30\|525.79\|-2.09\|549.00\|549.00\|518.00\|302098;2026-05-06\|522.48\|-0.63\|539.90\|542.58\|517.00\|420933;2026-05-07\|563.50\|7.85\|523.85\|565.00\|513.00\|533930;2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974
9014	英伟达GTC大会于2026年3月16日-19日举办	OCS交换机+WiFi7+海外突破 1、据2025年11月28日互动易，OCS交换机，是基于全光信号直接交换的通信设备，其核心在于无需光电转换即可实现光信号的路由与转发，主要应用于AI算力和高性能计算场景需求。公司始终积极关注当前行业发展最新动态以及新技术、新产品预研方向和项目储备。 2、据2025年11月20日投资者关系活动记录表，公司Wi-Fi7及交换机产品已完成合作意向确定，样机测试顺利，海外订单放量在即。 3、据2025年半年度报告，公司主营“交换机、路由器、智能终端、无线通信网络设备”等数据通信产品及汽车电子，形成“CT通信+IT计算+高端PCBA制造+汽车电子制造”多维业务体系。	公司拥有CPO交换机，是华为的合作伙伴，此外为思科核心供应商，间接为OPENAI，微软提供网络交换机	2026-03-17\|106.62\|-8.72\|117.29\|117.50\|106.00\|38026;2026-03-18\|127.94\|20.00\|108.75\|127.94\|106.95\|70970;2026-03-19\|128.30\|0.28\|126.77\|136.99\|125.01\|79511;2026-03-20\|122.74\|-4.33\|128.62\|132.29\|122.74\|61678;2026-03-23\|118.11\|-3.77\|121.96\|128.94\|116.76\|47890;2026-03-24\|132.80\|12.44\|121.80\|134.68\|119.00\|82011;2026-03-25\|130.99\|-1.36\|130.10\|132.47\|128.88\|60377;2026-03-26\|127.22\|-2.88\|129.69\|132.90\|126.88\|39751;2026-03-27\|132.30\|3.99\|128.00\|135.00\|127.35\|67150;2026-03-30\|127.91\|-3.32\|125.69\|129.85\|125.50\|37805;2026-03-31\|126.00\|-1.49\|127.27\|130.03\|122.11\|34946;2026-04-01\|138.30\|9.76\|129.00\|138.38\|126.80\|62117;2026-04-02\|135.11\|-2.31\|135.56\|138.94\|134.10\|39141;2026-04-03\|137.92\|2.08\|136.22\|141.89\|134.05\|63390;2026-04-07\|145.44\|5.45\|137.71\|149.00\|135.78\|75343;2026-04-08\|150.57\|3.53\|149.00\|159.50\|146.45\|92573;2026-04-09\|146.65\|-2.60\|147.83\|150.80\|145.30\|50657;2026-04-10\|148.50\|1.26\|148.00\|152.99\|144.50\|49560;2026-04-13\|143.30\|-3.50\|146.00\|148.30\|142.73\|44896;2026-04-14\|141.26\|-1.42\|144.00\|145.28\|138.36\|45633;2026-04-15\|151.02\|6.91\|140.99\|152.68\|138.60\|76143;2026-04-16\|149.77\|-0.83\|148.00\|155.90\|145.34\|48602;2026-04-17\|146.00\|-2.52\|149.00\|150.95\|145.77\|38441;2026-04-20\|146.03\|0.02\|145.01\|152.80\|143.08\|41298;2026-04-21\|143.64\|-1.64\|143.59\|145.80\|140.25\|31373;2026-04-22\|156.82\|9.18\|142.99\|162.00\|142.00\|64946;2026-04-23\|150.16\|-4.25\|156.00\|157.56\|148.80\|40433;2026-04-24\|157.96\|5.19\|150.99\|168.18\|138.88\|87353;2026-04-27\|153.40\|-2.89\|159.35\|161.40\|152.30\|49180;2026-04-28\|146.31\|-4.62\|152.86\|153.00\|144.18\|51565;2026-04-29\|149.31\|2.05\|143.91\|153.85\|143.31\|40409;2026-04-30\|142.54\|-4.53\|148.46\|150.72\|137.92\|47849;2026-05-06\|153.37\|7.60\|146.82\|161.77\|145.00\|65107;2026-05-07\|154.80\|0.93\|153.33\|157.94\|150.83\|43035;2026-05-08\|159.32\|2.92\|154.88\|161.70\|152.01\|55827;2026-05-11\|166.80\|4.70\|161.59\|169.86\|157.33\|73235;2026-05-12\|155.60\|-6.71\|163.68\|164.88\|154.11\|67158;2026-05-13\|161.65\|3.89\|153.00\|167.00\|150.10\|66529;2026-05-14\|157.00\|-2.88\|169.99\|175.74\|156.48\|69113;2026-05-15\|154.40\|-1.66\|156.93\|160.98\|150.15\|54813;2026-05-18\|155.64\|0.80\|151.17\|160.62\|150.85\|35722;2026-05-19\|162.88\|4.65\|155.00\|162.94\|148.60\|53269;2026-05-20\|167.92\|3.09\|160.00\|177.00\|159.03\|70361;2026-05-21\|150.08\|-10.62\|168.19\|169.66\|149.50\|58580;2026-05-22\|164.90\|9.87\|150.61\|165.80\|150.55\|54773;2026-05-25\|184.30\|11.76\|173.65\|190.00\|170.00\|82160;2026-05-26\|167.22\|-9.27\|183.50\|186.50\|164.20\|69245;2026-05-27\|160.70\|-3.90\|169.00\|170.98\|159.03\|58895;2026-05-28\|168.71\|4.98\|160.00\|169.98\|159.56\|55951;2026-05-29\|152.60\|-9.55\|166.66\|168.00\|151.02\|62856;2026-06-01\|141.20\|-7.47\|152.65\|156.97\|140.01\|50494;2026-06-02\|145.27\|2.88\|142.48\|147.50\|139.03\|39815;2026-06-03\|142.90\|-1.63\|149.00\|154.95\|141.00\|53784;2026-06-04\|141.25\|-1.15\|139.42\|142.44\|135.58\|45516;2026-06-05\|135.88\|-3.80\|138.50\|140.81\|133.67\|45328;2026-06-08\|90.30\|-7.00\|90.31\|94.00\|87.90\|56592;2026-06-09\|94.95\|5.15\|93.00\|94.99\|91.00\|42766;2026-06-10\|95.40\|0.47\|93.72\|96.48\|91.95\|36539;2026-06-11\|93.83\|-1.65\|94.06\|96.84\|92.28\|44602;2026-06-12\|91.82\|-2.14\|96.21\|97.64\|90.60\|40221;2026-06-15\|103.55\|12.78\|92.80\|104.80\|92.14\|84606;2026-06-16\|104.73\|1.14\|104.16\|108.09\|101.93\|52451;2026-06-17\|105.30\|0.54\|103.80\|105.99\|102.80\|40348;2026-06-18\|110.98\|5.39\|105.31\|114.92\|103.67\|72089;2026-06-22\|111.17\|0.17\|111.24\|113.24\|105.86\|60623;2026-06-23\|107.12\|-3.64\|109.87\|110.70\|105.50\|36177;2026-06-24\|106.89\|-0.21\|106.62\|108.00\|104.48\|32803;2026-06-25\|108.24\|1.26\|107.00\|109.46\|104.10\|47045;2026-06-26\|100.33\|-7.31\|106.22\|106.30\|99.00\|43353;2026-06-29\|97.00\|-3.32\|99.86\|102.99\|94.00\|39959;2026-06-30\|113.55\|17.06\|96.08\|114.63\|96.08\|90092;2026-07-01\|117.00\|3.04\|114.34\|121.38\|112.62\|97480;2026-07-02\|111.84\|-4.41\|115.13\|118.99\|111.00\|57379;2026-07-03\|112.51\|0.60\|117.36\|127.80\|112.27\|81938;2026-07-06\|135.01\|20.00\|114.70\|135.01\|111.01\|138094;2026-07-07\|125.00\|-7.41\|130.82\|134.00\|123.22\|123245;2026-07-08\|127.90\|2.32\|129.88\|135.55\|126.18\|137613;2026-07-09\|125.99\|-1.49\|127.20\|127.20\|118.20\|121334;2026-07-10\|122.83\|-2.51\|128.52\|134.88\|122.00\|133588;2026-07-13\|129.08\|5.09\|123.67\|137.77\|123.67\|142377;2026-07-14\|119.73\|-7.24\|135.90\|139.41\|113.76\|122884;2026-07-15\|114.57\|-4.31\|118.77\|120.87\|111.87\|86499;2026-07-16\|112.80\|-1.54\|113.94\|121.12\|111.12\|84562;2026-07-17\|97.51\|-13.55\|110.28\|111.99\|96.22\|107441;2026-07-20\|100.90\|3.48\|103.03\|110.36\|97.97\|109916;2026-07-21\|102.88\|1.96\|101.43\|103.00\|83.20\|109038;2026-07-22\|115.72\|12.48\|100.00\|122.83\|98.89\|144325;2026-07-23\|109.11\|-5.71\|115.73\|119.10\|107.87\|97006;2026-07-24\|107.41\|-1.56\|105.50\|114.85\|104.51\|72816
9013	英伟达GTC大会于2026年3月16日-19日举办	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493
9012	英伟达GTC大会于2026年3月16日-19日举办	硅光芯片+CPO+功能性器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用； 2、公司电池类功能性器件及复合集流体产品可应用于半固态/固态电池，已与北京、苏州等地固态电池领域知名企业开展合作	2026-03-17\|57.72\|-10.00\|66.00\|66.00\|57.72\|111661;2026-03-18\|63.49\|10.00\|55.50\|63.49\|54.04\|174951;2026-03-19\|66.20\|4.27\|64.19\|68.84\|61.59\|167177;2026-03-20\|61.21\|-7.54\|67.19\|68.00\|61.21\|134387;2026-03-23\|56.99\|-6.89\|58.56\|60.60\|56.05\|86564;2026-03-24\|59.68\|4.72\|58.25\|61.21\|55.77\|97410;2026-03-25\|65.65\|10.00\|60.60\|65.65\|59.85\|73489;2026-03-26\|64.31\|-2.04\|66.00\|68.00\|64.00\|110001;2026-03-27\|64.19\|-0.19\|63.36\|65.55\|60.60\|81821;2026-03-30\|63.66\|-0.83\|63.66\|65.40\|62.31\|59034;2026-03-31\|65.62\|3.08\|62.38\|66.66\|60.07\|121225;2026-04-01\|64.25\|-2.09\|68.00\|68.15\|63.01\|102958;2026-04-02\|62.09\|-3.36\|63.54\|65.45\|61.50\|69145;2026-04-03\|61.46\|-1.01\|63.33\|64.98\|61.36\|73531;2026-04-07\|61.88\|0.68\|60.83\|64.15\|59.50\|80778;2026-04-08\|64.37\|4.02\|63.18\|64.45\|62.19\|95049;2026-04-09\|66.26\|2.94\|63.06\|67.30\|63.06\|94888;2026-04-10\|69.98\|5.61\|67.03\|71.00\|64.67\|141926;2026-04-13\|70.14\|0.23\|68.85\|72.00\|68.01\|115461;2026-04-14\|70.04\|-0.14\|70.03\|71.50\|68.18\|98781;2026-04-15\|68.88\|-1.66\|70.00\|71.32\|68.50\|78061;2026-04-16\|75.77\|10.00\|68.80\|75.77\|68.20\|64468;2026-04-17\|83.35\|10.00\|79.00\|83.35\|78.08\|112518;2026-04-20\|91.69\|10.01\|87.35\|91.69\|83.33\|193844;2026-04-21\|90.30\|-1.52\|92.02\|94.00\|89.06\|133172;2026-04-22\|91.36\|1.17\|90.40\|92.95\|89.00\|99167;2026-04-23\|94.66\|3.61\|91.92\|98.00\|91.90\|112735;2026-04-24\|91.07\|-3.79\|94.00\|96.41\|87.52\|120067;2026-04-27\|88.92\|-2.36\|91.96\|92.49\|87.60\|76057;2026-04-28\|84.94\|-4.48\|88.89\|89.99\|84.13\|63518;2026-04-29\|86.21\|1.50\|84.65\|87.24\|83.50\|48585;2026-04-30\|81.44\|-5.53\|86.00\|87.44\|81.37\|59837;2026-05-06\|84.86\|4.20\|83.48\|87.46\|83.48\|65198;2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825;2026-07-17\|54.79\|-10.00\|60.78\|61.00\|54.79\|38815;2026-07-20\|49.31\|-10.00\|55.50\|56.49\|49.31\|57815;2026-07-21\|52.60\|6.67\|50.11\|53.00\|44.38\|73550;2026-07-22\|52.05\|-1.05\|51.40\|54.85\|50.60\|53154;2026-07-23\|52.30\|0.48\|52.21\|54.46\|51.52\|35198;2026-07-24\|50.99\|-2.50\|51.99\|52.84\|50.55\|29763
9011	英伟达GTC大会于2026年3月16日-19日举办	CPO+智算中心+一季报扭亏为盈行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年4月29日年报，公司400G/800G高速光模块完成验证并发布，RoCE交换机已在广东、陕西、江西等运营商智算中心规模商用，DCI互联方案切入AI智算数据中心。 2、据2026年4月29日一季报，公司2026Q1营收2.93亿元，同比增长17.25%，归母净利润684.22万元，同比扭亏为盈。 3、据2026年4月29日年报及股东会材料，公司2025年相继中标中国移动、电信、联通OTN及5G微功率直放站等集采项目，并发布fgOTN盒式产品完成重要客户实验室验证。	国内光纤通信接入领域领军企业；公司签约弘光向尚布局硅光芯片算力基础设施，成功发布了智算中心400G算力交换机	2026-03-17\|11.94\|-7.94\|13.00\|13.17\|11.82\|777049;2026-03-18\|13.13\|9.97\|12.12\|13.13\|12.12\|796072;2026-03-19\|13.90\|5.86\|13.05\|14.44\|13.05\|1362618;2026-03-20\|13.28\|-4.46\|15.29\|15.29\|13.20\|1229101;2026-03-23\|14.61\|10.02\|12.72\|14.61\|12.70\|1274424;2026-03-24\|15.61\|6.84\|14.47\|16.00\|14.18\|1405822;2026-03-25\|15.40\|-1.35\|15.61\|16.00\|14.63\|1377906;2026-03-26\|14.48\|-5.97\|14.63\|15.03\|14.00\|847683;2026-03-27\|13.73\|-5.18\|13.48\|14.25\|13.13\|765497;2026-03-30\|13.53\|-1.46\|13.47\|13.84\|13.03\|579129;2026-03-31\|12.44\|-8.06\|13.30\|13.48\|12.41\|739127;2026-04-01\|13.68\|9.97\|13.06\|13.68\|13.06\|851544;2026-04-02\|13.26\|-3.07\|13.78\|14.55\|13.24\|912291;2026-04-03\|13.21\|-0.38\|13.57\|14.18\|13.00\|780110;2026-04-07\|13.13\|-0.61\|12.89\|13.72\|12.89\|577374;2026-04-08\|14.00\|6.63\|13.50\|14.10\|13.40\|699888;2026-04-09\|14.34\|2.43\|13.80\|14.50\|13.46\|915745;2026-04-10\|13.87\|-3.28\|14.27\|14.77\|13.86\|793331;2026-04-13\|15.26\|10.02\|14.30\|15.26\|14.30\|458258;2026-04-14\|15.00\|-1.70\|16.79\|16.79\|14.83\|1198776;2026-04-15\|15.52\|3.47\|15.21\|16.15\|15.21\|1111131;2026-04-16\|15.20\|-2.06\|15.00\|15.35\|14.60\|842322;2026-04-17\|15.75\|3.62\|15.50\|16.04\|15.23\|965140;2026-04-20\|15.70\|-0.32\|15.30\|16.10\|15.25\|700442;2026-04-21\|15.41\|-1.85\|15.36\|15.79\|14.96\|506163;2026-04-22\|15.84\|2.79\|15.36\|15.84\|15.03\|701826;2026-04-23\|14.87\|-6.12\|15.90\|15.97\|14.35\|598036;2026-04-24\|14.38\|-3.30\|14.66\|15.50\|14.38\|441523;2026-04-27\|13.88\|-3.48\|14.12\|14.20\|13.20\|522533;2026-04-28\|13.52\|-2.59\|13.93\|13.93\|13.31\|407037;2026-04-29\|14.87\|9.99\|14.20\|14.87\|14.20\|210723;2026-04-30\|14.30\|-3.83\|15.20\|15.38\|14.13\|566386;2026-05-06\|14.79\|3.43\|14.30\|15.00\|14.01\|499632;2026-05-07\|16.27\|10.01\|14.89\|16.27\|14.68\|533131;2026-05-08\|16.57\|1.84\|16.20\|16.70\|15.94\|814267;2026-05-11\|16.61\|0.24\|16.83\|17.25\|16.20\|558867;2026-05-12\|16.97\|2.17\|16.39\|17.49\|16.35\|644896;2026-05-13\|17.22\|1.47\|16.36\|17.66\|16.36\|670208;2026-05-14\|16.76\|-2.67\|17.50\|17.71\|16.75\|509417;2026-05-15\|16.31\|-2.69\|16.70\|17.44\|16.16\|436030;2026-05-18\|16.00\|-1.90\|15.98\|16.38\|15.88\|279222;2026-05-19\|15.87\|-0.81\|15.94\|16.19\|15.40\|301047;2026-05-20\|15.88\|0.06\|15.71\|16.35\|15.11\|344332;2026-05-21\|14.71\|-7.37\|15.89\|16.20\|14.62\|310008;2026-05-22\|15.07\|2.45\|14.98\|15.55\|14.87\|264082;2026-05-25\|14.86\|-1.39\|15.07\|15.11\|14.51\|237364;2026-05-26\|14.24\|-4.17\|14.62\|14.63\|13.93\|234044;2026-05-27\|13.36\|-6.18\|14.28\|14.28\|13.22\|248851;2026-05-28\|14.05\|5.16\|13.32\|14.22\|12.99\|303964;2026-05-29\|13.50\|-3.91\|14.24\|14.41\|13.35\|250246;2026-06-01\|13.29\|-1.56\|13.44\|13.60\|13.19\|157181;2026-06-02\|13.35\|0.45\|13.26\|13.88\|13.12\|252714;2026-06-03\|13.33\|-0.15\|13.55\|13.86\|13.22\|327038;2026-06-04\|12.96\|-2.78\|12.85\|13.35\|12.78\|258071;2026-06-05\|13.10\|1.08\|12.80\|14.00\|12.79\|292232;2026-06-08\|12.29\|-6.18\|12.30\|12.83\|12.07\|232307;2026-06-09\|12.40\|0.90\|12.45\|12.50\|12.15\|163655;2026-06-10\|11.90\|-4.03\|12.20\|12.26\|11.72\|189393;2026-06-11\|11.60\|-2.52\|11.77\|11.89\|11.48\|157174;2026-06-12\|11.50\|-0.86\|11.84\|11.88\|11.37\|146875;2026-06-15\|12.12\|5.39\|11.60\|12.19\|11.52\|175643;2026-06-16\|13.33\|9.98\|12.12\|13.33\|12.06\|328347;2026-06-17\|12.89\|-3.30\|13.30\|13.30\|12.69\|381167;2026-06-18\|13.03\|1.09\|12.97\|13.23\|12.69\|248223;2026-06-22\|12.87\|-1.23\|13.10\|13.19\|12.48\|262456;2026-06-23\|12.64\|-1.79\|12.85\|13.03\|12.52\|177377;2026-06-24\|12.66\|0.16\|12.46\|12.78\|12.30\|165847;2026-06-25\|12.20\|-3.63\|12.66\|12.76\|12.12\|188302;2026-06-26\|11.46\|-6.07\|12.03\|12.03\|11.31\|206103;2026-06-29\|11.12\|-2.97\|11.44\|11.44\|10.55\|197841;2026-06-30\|11.74\|5.58\|11.02\|11.86\|11.02\|161809;2026-07-01\|11.57\|-1.45\|11.74\|12.04\|11.55\|150915;2026-07-02\|11.08\|-4.24\|11.34\|11.59\|11.05\|127270;2026-07-03\|11.17\|0.81\|11.27\|11.80\|11.00\|154606;2026-07-06\|11.33\|1.43\|11.09\|11.63\|10.72\|199141;2026-07-07\|11.02\|-2.74\|11.02\|11.45\|10.80\|136086;2026-07-08\|11.20\|1.63\|11.10\|11.60\|10.90\|190761;2026-07-09\|11.13\|-0.62\|11.22\|11.29\|10.56\|191897;2026-07-10\|11.45\|2.88\|11.10\|11.79\|11.10\|246909;2026-07-13\|10.88\|-4.98\|11.40\|11.68\|10.76\|218768;2026-07-14\|11.20\|2.94\|10.71\|11.20\|10.60\|170107;2026-07-15\|10.61\|-5.27\|10.87\|11.01\|10.11\|230687;2026-07-16\|10.47\|-1.32\|10.56\|10.90\|10.31\|152281;2026-07-17\|9.63\|-8.02\|10.25\|10.38\|9.50\|202379;2026-07-20\|9.02\|-6.33\|9.67\|10.00\|8.82\|187644;2026-07-21\|9.15\|1.44\|9.02\|9.19\|8.12\|223778;2026-07-22\|10.07\|10.05\|8.96\|10.07\|8.91\|229218;2026-07-23\|10.01\|-0.60\|10.07\|10.42\|9.71\|472774;2026-07-24\|9.61\|-4.00\|9.80\|10.29\|9.58\|302298
9010		算力中心+家装AI+摘帽申请行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月28日年报，公司2025年完成重整，2025年归母净利润3644.52万元，净资产转正，同日董事会决议向深交所申请撤销退市风险警示。 2、据2025年12月22日重整计划，产业投资人华著科技承诺将其智算中心资产无偿捐赠并协助公司在2026年6月30日前具备承接算力中心集成服务订单条件，未来全部新订单由公司承接。 3、据2026年4月28日年报，公司为中国A股首家家装上市公司，拥有93项软件著作权，星耀SaaS系统实现AI设计、供应链直采、模块化施工闭环，深耕高端地产及豪宅市场。	控股股东拟向公司无偿捐赠的和林格尔智算中心	2026-03-17\|10.67\|0.66\|10.59\|10.96\|10.36\|194282;2026-03-18\|11.20\|4.97\|11.00\|11.20\|10.92\|304751;2026-03-19\|11.11\|-0.80\|11.30\|11.75\|11.08\|334439;2026-03-20\|10.62\|-4.41\|11.11\|11.26\|10.55\|289689;2026-03-23\|10.09\|-4.99\|10.30\|10.57\|10.09\|226224;2026-03-24\|10.56\|4.66\|10.23\|10.59\|10.09\|288604;2026-03-25\|11.09\|5.02\|10.86\|11.09\|10.66\|256486;2026-03-26\|11.28\|1.71\|11.22\|11.40\|10.88\|258115;2026-03-27\|11.77\|4.34\|11.08\|11.84\|11.01\|258764;2026-03-30\|12.36\|5.01\|11.60\|12.36\|11.60\|180206;2026-03-31\|11.86\|-4.05\|12.90\|12.98\|11.78\|438339;2026-04-01\|12.45\|4.97\|12.22\|12.45\|12.20\|383211;2026-04-02\|12.72\|2.17\|12.71\|13.06\|12.60\|368938;2026-04-03\|12.08\|-5.03\|12.61\|12.68\|12.08\|290949;2026-04-07\|12.68\|4.97\|12.23\|12.68\|12.01\|262063;2026-04-08\|13.31\|4.97\|13.04\|13.31\|12.83\|199433;2026-04-09\|13.55\|1.80\|13.49\|13.70\|13.08\|317249;2026-04-10\|14.23\|5.02\|13.76\|14.23\|13.61\|198044;2026-04-13\|14.21\|-0.14\|14.28\|14.87\|13.90\|336155;2026-04-14\|14.92\|5.00\|14.50\|14.92\|13.91\|309106;2026-04-15\|14.95\|0.20\|15.22\|15.67\|14.95\|395925;2026-04-16\|15.13\|1.20\|14.70\|15.52\|14.30\|321769;2026-04-17\|14.37\|-5.02\|14.89\|15.20\|14.37\|335374;2026-04-20\|14.30\|-0.49\|14.60\|14.78\|13.80\|265306;2026-04-21\|14.50\|1.40\|14.16\|14.70\|13.84\|228967;2026-04-22\|14.39\|-0.76\|14.64\|14.83\|14.38\|169531;2026-04-23\|13.67\|-5.00\|14.39\|14.42\|13.67\|240310;2026-04-24\|12.99\|-4.97\|13.40\|14.12\|12.99\|297258;2026-04-27\|13.45\|3.54\|12.86\|13.64\|12.72\|243152;2026-04-28\|12.78\|-4.98\|12.78\|13.09\|12.78\|134112;2026-04-29\|12.30\|-3.76\|12.50\|13.07\|12.14\|295334;2026-04-30\|12.78\|3.90\|12.44\|12.85\|12.02\|218312;2026-05-06\|12.50\|-2.19\|12.94\|13.29\|12.33\|234074;2026-05-07\|12.90\|3.20\|12.44\|13.08\|12.35\|204769;2026-05-08\|12.94\|0.31\|12.90\|13.16\|12.73\|167256;2026-05-11\|12.40\|-4.17\|12.65\|12.80\|12.34\|201251;2026-05-12\|12.30\|-0.81\|12.38\|12.63\|12.20\|159124;2026-05-13\|12.92\|5.04\|12.38\|12.92\|12.32\|213297;2026-05-14\|13.57\|5.03\|13.16\|13.57\|13.00\|168655;2026-05-15\|13.66\|0.66\|13.79\|14.24\|13.39\|297643;2026-05-18\|13.16\|-3.66\|13.46\|13.57\|12.99\|148891;2026-05-19\|13.82\|5.02\|13.37\|13.82\|13.13\|153345;2026-05-20\|14.26\|3.18\|13.82\|14.49\|13.63\|180509;2026-05-21\|13.55\|-4.98\|14.08\|14.19\|13.55\|176834;2026-05-22\|13.99\|3.25\|13.58\|14.20\|13.30\|144067;2026-05-25\|13.65\|-2.43\|13.87\|13.95\|13.51\|114253;2026-05-26\|13.04\|-4.47\|13.65\|13.65\|12.97\|163132;2026-05-27\|12.39\|-4.98\|12.93\|12.99\|12.39\|159237;2026-05-28\|12.54\|1.21\|12.35\|12.80\|12.19\|132847;2026-05-29\|11.91\|-5.02\|12.45\|12.50\|11.91\|145856;2026-06-01\|11.73\|-1.51\|11.51\|11.98\|11.51\|111978;2026-06-02\|12.32\|5.03\|11.92\|12.32\|11.66\|167538;2026-06-03\|11.78\|-4.38\|12.20\|12.20\|11.70\|162476;2026-06-04\|11.43\|-2.97\|11.78\|11.92\|11.21\|123826;2026-06-05\|11.54\|0.96\|11.44\|11.78\|11.13\|94925;2026-06-08\|11.25\|-2.51\|11.11\|11.58\|10.96\|106178;2026-06-09\|10.71\|-4.80\|11.20\|11.36\|10.70\|127516;2026-06-10\|10.17\|-5.04\|10.66\|10.66\|10.17\|99004;2026-06-11\|10.23\|0.59\|10.31\|10.43\|9.72\|138480;2026-06-12\|10.39\|1.56\|10.30\|10.68\|10.15\|111163;2026-06-15\|10.45\|0.58\|10.12\|10.58\|10.12\|79709;2026-06-16\|10.54\|0.86\|10.30\|10.66\|10.06\|140297;2026-06-17\|10.35\|-1.80\|10.50\|10.78\|10.23\|110731;2026-06-18\|10.87\|5.02\|10.60\|10.87\|10.56\|83701;2026-06-22\|11.03\|1.47\|11.10\|11.38\|10.70\|153742;2026-06-23\|10.98\|-0.45\|10.85\|11.29\|10.82\|98309;2026-06-24\|11.53\|5.01\|11.00\|11.53\|10.73\|150892;2026-06-25\|12.08\|4.77\|11.70\|12.11\|11.70\|164129;2026-06-26\|12.68\|4.97\|11.87\|12.68\|11.80\|166623;2026-06-29\|12.15\|-4.18\|12.68\|12.92\|12.06\|151797;2026-06-30\|12.67\|4.28\|12.02\|12.76\|11.72\|135291;2026-07-01\|12.16\|-4.03\|12.50\|12.74\|12.12\|129516;2026-07-02\|12.42\|2.14\|11.98\|12.68\|11.83\|116447;2026-07-03\|12.79\|2.98\|12.31\|12.95\|12.20\|114005;2026-07-06\|12.44\|-2.74\|12.54\|12.86\|12.33\|91065;2026-07-07\|11.29\|-9.24\|12.24\|12.40\|11.20\|154019;2026-07-08\|11.39\|0.89\|11.00\|11.70\|10.85\|132249;2026-07-09\|10.88\|-4.48\|11.31\|11.43\|10.75\|140527;2026-07-10\|10.97\|0.83\|10.88\|11.30\|10.73\|105942;2026-07-13\|10.29\|-6.20\|10.88\|11.09\|10.16\|120088;2026-07-14\|10.10\|-1.85\|10.40\|10.40\|9.87\|138100;2026-07-15\|10.18\|0.79\|10.28\|10.46\|10.06\|91174;2026-07-16\|10.03\|-1.47\|9.99\|10.35\|9.91\|78013;2026-07-20\|9.03\|-9.97\|10.19\|10.40\|9.03\|202036;2026-07-21\|9.06\|0.33\|8.56\|9.74\|8.13\|317266;2026-07-22\|8.78\|-3.09\|8.94\|9.48\|8.68\|186090;2026-07-23\|9.66\|10.02\|9.01\|9.66\|8.93\|162129;2026-07-24\|9.36\|-3.11\|10.21\|10.37\|9.36\|291366
9009		商业地产+承诺不减持+撤销风险警示行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月20日公告，公司股票自2026年5月21日开市起撤销退市风险警示，股票简称由“*ST阳光”变更为“阳光股份”，日涨跌幅限制由5%变更为10%。 2、据2026年3月13日投资者关系活动记录表，公司控股股东、实际控制人刘丹女士承诺其持有的公司股票自2026年1月29日起36个月内不减持，并承诺若公司出现营运资金周转困难，将无条件提供财务支持。 3、据2026年3月13日投资者关系活动记录表及2025年年度报告，公司主营业务为商业运营管理与物业租赁，2026年将持续深耕商业物业主业，加速存量销售和低效资产处置，并审慎推进新兴业务研究。	控股股东京基集团拟4.34亿元转让19.97%股权，控制权将变更为刘丹	2026-03-17\|3.72\|-0.53\|3.72\|3.79\|3.70\|189350;2026-03-18\|3.91\|5.11\|3.69\|3.91\|3.61\|327195;2026-03-19\|3.98\|1.79\|3.94\|4.06\|3.87\|325768;2026-03-20\|3.94\|-1.00\|3.88\|4.02\|3.86\|260036;2026-03-23\|3.74\|-5.08\|3.85\|3.90\|3.74\|263991;2026-03-24\|3.93\|5.08\|3.76\|3.93\|3.75\|301348;2026-03-25\|4.13\|5.09\|3.99\|4.13\|3.94\|319973;2026-03-26\|4.32\|4.60\|4.15\|4.34\|4.13\|375272;2026-03-27\|4.28\|-0.93\|4.30\|4.38\|4.12\|289382;2026-03-30\|4.36\|1.87\|4.24\|4.39\|4.20\|199422;2026-03-31\|4.14\|-5.05\|4.35\|4.40\|4.14\|265850;2026-04-01\|4.12\|-0.48\|4.10\|4.19\|3.94\|233652;2026-04-02\|3.96\|-3.88\|4.12\|4.15\|3.91\|202944;2026-04-03\|3.86\|-2.53\|3.96\|4.00\|3.78\|158313;2026-04-07\|3.94\|2.07\|3.84\|3.96\|3.76\|121212;2026-04-08\|4.03\|2.28\|4.02\|4.08\|3.96\|145756;2026-04-09\|4.12\|2.23\|3.99\|4.17\|3.97\|162733;2026-04-10\|4.09\|-0.73\|4.11\|4.18\|4.08\|102024;2026-04-13\|3.97\|-2.93\|4.11\|4.17\|3.90\|172881;2026-04-14\|4.17\|5.04\|3.95\|4.17\|3.93\|202448;2026-04-15\|4.11\|-1.44\|4.23\|4.24\|4.03\|191937;2026-04-16\|4.04\|-1.70\|4.09\|4.13\|4.00\|134995;2026-04-17\|3.97\|-1.73\|4.04\|4.07\|3.92\|221793;2026-04-20\|4.03\|1.51\|3.90\|4.04\|3.86\|202028;2026-04-21\|3.94\|-2.23\|4.00\|4.03\|3.90\|140711;2026-04-22\|3.87\|-1.78\|3.91\|3.97\|3.85\|133403;2026-04-23\|3.86\|-0.26\|3.88\|3.93\|3.81\|93503;2026-04-24\|3.83\|-0.78\|3.83\|3.89\|3.75\|96456;2026-04-27\|3.70\|-3.39\|3.69\|3.76\|3.64\|156379;2026-04-28\|3.64\|-1.62\|3.69\|3.74\|3.64\|69852;2026-04-29\|3.68\|1.10\|3.53\|3.69\|3.46\|216392;2026-04-30\|3.78\|2.72\|3.65\|3.84\|3.63\|183420;2026-05-06\|3.69\|-2.38\|3.73\|3.74\|3.59\|176078;2026-05-07\|3.81\|3.25\|3.67\|3.85\|3.65\|146067;2026-05-08\|3.88\|1.84\|3.75\|3.90\|3.74\|116560;2026-05-11\|3.84\|-1.03\|3.88\|3.92\|3.79\|150605;2026-05-12\|3.93\|2.34\|3.86\|3.98\|3.80\|163672;2026-05-13\|3.92\|-0.25\|3.97\|3.99\|3.88\|107858;2026-05-14\|3.97\|1.28\|3.91\|4.03\|3.91\|139650;2026-05-15\|4.17\|5.04\|3.95\|4.17\|3.95\|313891;2026-05-18\|4.01\|-3.84\|4.19\|4.21\|3.97\|273415;2026-05-19\|4.03\|0.50\|4.02\|4.05\|3.86\|174032;2026-05-21\|3.96\|-1.74\|4.20\|4.28\|3.88\|557106;2026-05-22\|3.88\|-2.02\|3.92\|4.03\|3.72\|295422;2026-05-25\|3.74\|-3.61\|3.83\|3.86\|3.65\|317140;2026-05-26\|3.80\|1.60\|3.73\|3.96\|3.62\|257486;2026-05-27\|4.18\|10.00\|3.83\|4.18\|3.83\|277967;2026-05-28\|4.16\|-0.48\|4.15\|4.37\|4.14\|580533;2026-05-29\|4.58\|10.10\|4.36\|4.58\|4.36\|235518;2026-06-01\|4.93\|7.64\|4.54\|5.04\|4.37\|902131;2026-06-02\|4.82\|-2.23\|4.93\|4.93\|4.65\|525190;2026-06-03\|4.64\|-3.73\|4.75\|4.77\|4.56\|428548;2026-06-04\|5.02\|8.19\|4.75\|5.10\|4.71\|647516;2026-06-05\|5.52\|9.96\|5.20\|5.52\|5.09\|765570;2026-06-08\|5.82\|5.43\|5.44\|6.00\|5.30\|962549;2026-06-09\|6.40\|9.97\|5.80\|6.40\|5.67\|942032;2026-06-10\|6.94\|8.44\|6.12\|7.04\|6.05\|1196539;2026-06-11\|6.25\|-9.94\|6.90\|7.05\|6.25\|667277;2026-06-12\|6.44\|3.04\|5.98\|6.60\|5.91\|813046;2026-06-15\|6.52\|1.24\|6.41\|6.69\|6.18\|584601;2026-06-16\|7.16\|9.82\|6.67\|7.17\|6.60\|756329;2026-06-17\|6.90\|-3.63\|7.15\|7.35\|6.79\|589088;2026-06-18\|7.59\|10.00\|7.00\|7.59\|6.83\|409855;2026-06-22\|7.64\|0.66\|7.96\|8.14\|7.30\|710682;2026-06-23\|7.82\|2.36\|7.55\|8.12\|7.16\|533056;2026-06-24\|7.39\|-5.50\|7.54\|8.08\|7.24\|630596;2026-06-25\|6.83\|-7.58\|7.20\|7.38\|6.76\|665630;2026-06-26\|6.73\|-1.46\|6.84\|7.12\|6.65\|489398;2026-06-29\|6.31\|-6.24\|6.84\|6.84\|6.08\|492403;2026-06-30\|6.48\|2.69\|6.35\|6.65\|6.22\|277174;2026-07-01\|6.21\|-4.17\|6.44\|6.50\|6.15\|293305;2026-07-02\|6.06\|-2.42\|6.23\|6.61\|6.03\|383792;2026-07-03\|5.96\|-1.65\|6.06\|6.19\|5.92\|235056;2026-07-06\|6.02\|1.01\|6.04\|6.40\|5.99\|362447;2026-07-07\|5.85\|-2.82\|5.93\|6.08\|5.76\|267011;2026-07-08\|5.98\|2.22\|5.85\|6.05\|5.70\|234838;2026-07-09\|6.04\|1.00\|5.98\|6.13\|5.84\|272953;2026-07-10\|6.04\|0.00\|6.09\|6.13\|5.92\|275907;2026-07-13\|6.06\|0.33\|6.03\|6.37\|5.92\|421863;2026-07-14\|6.49\|7.10\|6.04\|6.56\|5.76\|584609;2026-07-15\|6.69\|3.08\|6.43\|6.75\|6.04\|497155;2026-07-16\|6.74\|0.75\|6.61\|7.13\|6.52\|536934;2026-07-17\|6.50\|-3.56\|6.71\|6.84\|6.21\|433096;2026-07-20\|5.95\|-8.46\|6.33\|6.54\|5.89\|351157;2026-07-21\|5.76\|-3.19\|6.06\|6.06\|5.36\|481729;2026-07-22\|5.84\|1.39\|5.76\|6.10\|5.60\|384180;2026-07-23\|6.42\|9.93\|5.73\|6.42\|5.71\|395447;2026-07-24\|6.52\|1.56\|6.67\|6.83\|6.42\|569469
9008		VLCC订单+船舶制造+业绩预增行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月26日公告，*ST松发下属恒力造船大连有限公司签订3艘30.6万吨VLCC建造合同，金额约3-4亿美元；2月25日再签2艘好望角型散货船合同，金额约1.4-2亿美元，连续大额订单推升市场关注。 2、据2025年1月31日业绩预盈公告，公司预计2025年净利润24-27亿元，同比扭亏并增长3231%-3623%，重组置入恒力重工后盈利显著改善。 3、据2026年1月15日增发预案，公司重大资产重组已于2025年度实施完毕，主营业务已转型为船舶及高端装备制造，具备VLCC、集装箱船、散货船等全船型接单能力，手持订单排期至2029年，规模居全球大型远洋船厂前列。	下属公司签订17艘船舶建造合同，金额合计为16-18亿美元	2026-03-17\|118.55\|-2.58\|120.00\|122.01\|117.00\|47039;2026-03-18\|124.48\|5.00\|120.00\|124.48\|117.00\|71837;2026-03-19\|121.00\|-2.80\|124.50\|127.47\|119.48\|75550;2026-03-20\|117.60\|-2.81\|122.00\|122.00\|116.53\|56423;2026-03-23\|113.30\|-3.66\|115.80\|116.22\|111.72\|62528;2026-03-24\|118.90\|4.94\|114.00\|118.93\|113.58\|58049;2026-03-25\|120.65\|1.47\|122.00\|122.44\|118.01\|40929;2026-03-26\|114.71\|-4.92\|120.10\|122.50\|114.62\|46077;2026-03-27\|114.94\|0.20\|113.14\|116.00\|111.00\|25961;2026-03-30\|118.11\|2.76\|112.30\|119.00\|110.33\|40771;2026-03-31\|112.20\|-5.00\|116.21\|117.79\|112.20\|39899;2026-04-01\|117.22\|4.47\|112.51\|117.71\|112.51\|46866;2026-04-02\|116.99\|-0.20\|116.31\|122.78\|116.31\|47413;2026-04-03\|117.00\|0.01\|117.50\|118.99\|116.45\|24831;2026-04-07\|120.20\|2.73\|117.98\|122.16\|117.08\|48951;2026-04-08\|125.36\|4.29\|122.52\|125.36\|119.18\|47380;2026-04-09\|120.23\|-4.09\|124.00\|124.75\|119.78\|46160;2026-04-10\|117.01\|-2.68\|120.11\|121.47\|114.22\|83741;2026-04-13\|111.70\|-4.54\|116.66\|116.66\|111.16\|61626;2026-04-14\|109.95\|-1.57\|112.39\|112.45\|109.02\|48869;2026-04-15\|115.45\|5.00\|110.68\|115.45\|109.60\|65964;2026-04-16\|121.22\|5.00\|117.75\|121.22\|117.50\|43601;2026-04-20\|133.34\|10.00\|124.00\|133.34\|122.01\|132401;2026-04-21\|141.50\|6.12\|137.00\|146.00\|136.80\|219814;2026-04-22\|141.27\|-0.16\|140.97\|144.46\|138.00\|128188;2026-04-23\|142.48\|0.86\|142.66\|144.50\|137.00\|90423;2026-04-24\|146.41\|2.76\|142.69\|149.00\|142.48\|105468;2026-04-27\|138.92\|-5.12\|136.02\|139.68\|131.77\|248704;2026-04-28\|142.68\|2.71\|137.00\|146.46\|136.00\|129826;2026-04-29\|143.70\|0.71\|141.99\|145.43\|138.27\|90746;2026-04-30\|149.50\|4.04\|144.44\|153.80\|144.40\|88796;2026-05-06\|151.30\|1.20\|150.00\|152.44\|145.22\|87456;2026-05-07\|149.55\|-1.16\|151.00\|153.00\|146.20\|60435;2026-05-08\|154.53\|3.33\|149.99\|158.20\|148.85\|82831;2026-05-11\|161.50\|4.51\|154.57\|163.17\|151.56\|83820;2026-05-12\|160.00\|-0.93\|161.50\|165.99\|156.83\|65741;2026-05-13\|165.08\|3.17\|160.00\|168.53\|158.15\|74270;2026-05-14\|157.52\|-4.58\|164.52\|165.88\|157.50\|64157;2026-05-15\|156.80\|-0.46\|157.53\|160.80\|155.10\|49404;2026-05-18\|159.49\|1.72\|156.00\|160.49\|149.99\|53918;2026-05-19\|153.00\|-4.07\|159.03\|160.89\|150.68\|62887;2026-05-20\|149.70\|-2.16\|154.00\|154.39\|148.11\|68482;2026-05-21\|143.80\|-3.94\|149.99\|151.89\|143.76\|67948;2026-05-22\|142.00\|-1.25\|145.50\|145.83\|141.11\|69462;2026-05-25\|139.00\|-2.11\|142.58\|142.90\|138.66\|71619;2026-05-26\|137.20\|-1.29\|138.90\|140.99\|135.53\|52714;2026-05-27\|138.25\|0.77\|137.88\|142.99\|135.13\|63520;2026-05-28\|140.49\|1.62\|140.00\|140.99\|137.35\|49639;2026-05-29\|137.40\|-2.20\|141.09\|141.41\|134.50\|71462;2026-06-01\|132.55\|-3.53\|136.92\|138.65\|132.53\|60038;2026-06-02\|130.30\|-1.70\|133.88\|133.88\|125.58\|85137;2026-06-03\|131.70\|1.07\|131.15\|135.00\|129.41\|59819;2026-06-04\|138.89\|5.46\|132.58\|140.43\|128.99\|93403;2026-06-05\|142.09\|2.30\|138.89\|143.99\|138.00\|87383;2026-06-08\|146.98\|3.44\|140.00\|150.69\|139.75\|96685;2026-06-09\|154.24\|4.94\|146.00\|156.68\|146.00\|103743;2026-06-10\|152.20\|-1.32\|154.30\|156.28\|148.60\|62871;2026-06-11\|144.90\|-4.80\|150.50\|152.80\|143.00\|76552;2026-06-12\|147.86\|2.04\|146.00\|150.70\|145.50\|65552;2026-06-15\|158.40\|7.13\|151.47\|161.66\|151.00\|81129;2026-06-16\|150.76\|-4.82\|158.41\|160.80\|150.50\|67655;2026-06-17\|151.34\|0.38\|151.00\|154.99\|148.97\|53523;2026-06-18\|146.30\|-3.33\|151.42\|159.16\|145.66\|84841;2026-06-22\|146.83\|0.36\|146.30\|148.50\|141.00\|97154;2026-06-23\|142.35\|-3.05\|147.00\|148.59\|140.70\|55157;2026-06-24\|146.62\|3.00\|141.00\|149.00\|140.80\|59828;2026-06-25\|143.53\|-2.11\|146.67\|147.35\|141.68\|57253;2026-06-26\|143.82\|0.20\|143.00\|146.49\|140.02\|59724;2026-06-29\|137.06\|-4.70\|142.00\|144.67\|130.80\|111942;2026-06-30\|139.28\|1.62\|136.99\|141.28\|135.53\|70963;2026-07-01\|143.50\|3.03\|139.30\|143.70\|135.50\|85493;2026-07-02\|146.47\|2.07\|142.00\|151.80\|141.50\|99515;2026-07-03\|148.50\|1.39\|149.50\|155.00\|145.60\|103648;2026-07-06\|163.35\|10.00\|150.00\|163.35\|150.00\|140579;2026-07-07\|160.37\|-1.82\|165.00\|168.38\|157.50\|152922;2026-07-08\|167.77\|4.61\|163.69\|172.99\|156.67\|189656;2026-07-09\|157.00\|-6.42\|164.90\|168.75\|151.51\|152216;2026-07-10\|159.68\|1.71\|157.87\|168.57\|155.87\|131497;2026-07-13\|162.93\|2.04\|159.00\|170.68\|158.26\|141389;2026-07-14\|163.24\|0.19\|160.00\|164.00\|158.65\|90111;2026-07-15\|160.46\|-1.70\|163.28\|165.99\|159.50\|68984;2026-07-16\|155.59\|-3.04\|159.00\|163.77\|154.50\|77965;2026-07-17\|141.00\|-9.38\|153.00\|154.20\|140.57\|141812;2026-07-20\|147.40\|4.54\|143.25\|153.50\|143.25\|110604;2026-07-21\|155.69\|5.62\|149.68\|155.87\|144.56\|100575;2026-07-22\|156.54\|0.55\|159.95\|160.50\|151.30\|83329;2026-07-23\|151.85\|-3.00\|156.50\|156.94\|150.13\|50226;2026-07-24\|152.05\|0.13\|149.45\|156.50\|147.00\|61138
9007		商业航天+相控阵T/R芯片+摘帽行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据2026年6月24日互动易，公司在卫星通信领域领先推出星载和地面用卫星通信T/R芯片全套解决方案，产品已进入量产阶段并持续交付中。 2、据2025年年度报告，公司主营业务为微波毫米波相控阵T/R芯片的研发、生产、销售和技术服务，是国内少数能够提供完整T/R芯片解决方案及宇航级芯片研发、测试及生产的企业之一。 3、据2026年6月30日公告及历史公告，公司股票自2026年5月20日起撤销退市风险警示，证券简称由“*ST铖昌”恢复为“铖昌科技”。	公司主营微波毫米波模拟相控阵T/R芯片；预计2025年盈利9500万元-1.24亿元，同比扭亏	2026-03-17\|106.53\|-1.32\|110.13\|112.99\|105.60\|47459;2026-03-18\|111.86\|5.00\|107.49\|111.86\|105.50\|58460;2026-03-19\|113.76\|1.70\|108.65\|117.33\|108.52\|85444;2026-03-20\|108.07\|-5.00\|115.50\|116.26\|108.07\|69605;2026-03-23\|102.67\|-5.00\|103.97\|107.25\|102.67\|54331;2026-03-24\|100.33\|-2.28\|104.23\|105.00\|97.54\|77425;2026-03-25\|101.16\|0.83\|102.02\|104.25\|99.60\|52465;2026-03-26\|106.22\|5.00\|103.35\|106.22\|99.86\|95590;2026-03-27\|103.80\|-2.28\|105.00\|106.28\|102.70\|62979;2026-03-30\|108.99\|5.00\|101.00\|108.99\|100.80\|52182;2026-03-31\|112.50\|3.22\|112.43\|114.44\|111.68\|94045;2026-04-01\|116.24\|3.32\|114.20\|116.83\|112.99\|76182;2026-04-02\|113.51\|-2.35\|114.10\|120.50\|112.43\|76980;2026-04-03\|113.58\|0.06\|116.06\|117.39\|109.00\|67447;2026-04-07\|110.41\|-2.79\|112.00\|113.97\|109.54\|43757;2026-04-08\|115.93\|5.00\|113.99\|115.93\|113.66\|21394;2026-04-09\|121.73\|5.00\|120.58\|121.73\|117.71\|89310;2026-04-10\|122.98\|1.03\|123.00\|127.78\|122.00\|70271;2026-04-13\|129.13\|5.00\|121.02\|129.13\|121.02\|62266;2026-04-14\|135.59\|5.00\|132.10\|135.59\|132.10\|43572;2026-04-15\|142.37\|5.00\|142.37\|142.37\|142.33\|25265;2026-04-16\|141.04\|-0.93\|144.92\|148.90\|139.22\|135748;2026-04-17\|136.00\|-3.57\|140.88\|146.00\|135.00\|118444;2026-04-20\|142.80\|5.00\|136.11\|142.80\|136.11\|50054;2026-04-21\|147.00\|2.94\|149.78\|149.78\|142.00\|97140;2026-04-22\|154.35\|5.00\|143.98\|154.35\|142.80\|76202;2026-04-23\|159.30\|3.21\|156.48\|160.98\|155.00\|78702;2026-04-24\|154.00\|-3.33\|158.00\|160.00\|151.50\|72318;2026-04-27\|148.10\|-3.83\|153.81\|153.90\|146.33\|74213;2026-04-28\|140.70\|-5.00\|150.18\|150.40\|140.70\|65691;2026-04-29\|133.67\|-5.00\|133.68\|135.80\|133.67\|62289;2026-04-30\|140.35\|5.00\|133.67\|140.35\|132.00\|58018;2026-05-06\|145.60\|3.74\|145.00\|147.37\|143.12\|83462;2026-05-07\|152.88\|5.00\|146.00\|152.88\|144.88\|67095;2026-05-08\|156.77\|2.54\|153.00\|160.42\|152.88\|72335;2026-05-11\|164.20\|4.74\|156.80\|164.61\|154.90\|83571;2026-05-12\|155.99\|-5.00\|158.10\|160.80\|155.99\|80604;2026-05-13\|155.60\|-0.25\|152.00\|158.00\|150.30\|73314;2026-05-14\|147.82\|-5.00\|153.58\|155.00\|147.82\|81631;2026-05-15\|145.00\|-1.91\|148.61\|150.49\|141.00\|70638;2026-05-18\|142.65\|-1.62\|143.00\|148.87\|141.80\|63253;2026-05-20\|137.96\|-3.29\|145.21\|153.00\|137.80\|155249;2026-05-21\|146.50\|6.19\|136.77\|151.76\|136.77\|205867;2026-05-22\|143.40\|-2.12\|144.06\|144.36\|136.20\|166290;2026-05-25\|143.49\|0.06\|145.00\|148.48\|136.58\|161208;2026-05-26\|143.55\|0.04\|140.21\|145.00\|134.07\|132430;2026-05-27\|154.03\|7.45\|146.07\|157.69\|146.07\|182118;2026-05-28\|162.00\|5.17\|156.81\|166.18\|153.81\|160106;2026-05-29\|145.80\|-10.00\|158.00\|160.55\|145.80\|147969;2026-06-01\|131.55\|-9.77\|141.13\|144.00\|131.22\|114917;2026-06-02\|126.23\|-4.04\|133.63\|134.49\|123.45\|113054;2026-06-03\|136.90\|8.45\|127.45\|138.85\|127.40\|155597;2026-06-04\|136.79\|-0.08\|135.00\|139.10\|133.80\|90919;2026-06-05\|137.61\|0.60\|140.09\|142.39\|134.16\|122945;2026-06-08\|132.61\|-3.63\|128.01\|140.75\|128.01\|91000;2026-06-09\|136.75\|3.12\|135.12\|138.47\|128.61\|88196;2026-06-10\|129.40\|-5.37\|135.02\|138.30\|127.77\|73676;2026-06-11\|129.42\|0.02\|128.14\|132.15\|124.03\|74045;2026-06-12\|125.65\|-2.91\|134.35\|134.49\|125.43\|74590;2026-06-15\|125.00\|-0.52\|124.00\|127.95\|120.50\|80135;2026-06-16\|121.84\|-2.53\|127.00\|128.50\|120.43\|100001;2026-06-17\|127.78\|4.88\|121.22\|132.00\|121.00\|120551;2026-06-18\|134.28\|5.09\|125.37\|137.65\|125.29\|112344;2026-06-22\|128.28\|-4.47\|134.31\|135.79\|126.60\|102296;2026-06-23\|122.40\|-4.58\|125.07\|126.35\|120.55\|86659;2026-06-24\|124.56\|1.76\|121.00\|126.36\|117.66\|80114;2026-06-25\|126.75\|1.76\|122.33\|128.89\|120.50\|110457;2026-06-26\|139.43\|10.00\|124.24\|139.43\|121.51\|149995;2026-06-29\|153.31\|9.95\|143.99\|153.37\|142.21\|189220;2026-06-30\|155.99\|1.75\|155.00\|157.02\|149.58\|147411;2026-07-01\|159.00\|1.93\|155.96\|163.01\|152.00\|145675;2026-07-02\|148.47\|-6.62\|156.00\|163.79\|148.03\|137002;2026-07-03\|163.32\|10.00\|150.84\|163.32\|150.84\|46416;2026-07-06\|159.39\|-2.41\|177.00\|179.65\|158.00\|242284;2026-07-07\|165.60\|3.90\|160.33\|172.88\|158.88\|192935;2026-07-08\|151.33\|-8.62\|163.25\|167.80\|151.33\|172204;2026-07-09\|164.22\|8.52\|155.90\|166.46\|146.85\|160670;2026-07-10\|166.30\|1.27\|161.27\|180.64\|158.20\|226139;2026-07-13\|149.67\|-10.00\|165.11\|165.11\|149.67\|179943;2026-07-14\|134.70\|-10.00\|141.00\|144.07\|134.70\|88952;2026-07-15\|121.61\|-9.72\|128.00\|131.80\|121.50\|161902;2026-07-16\|122.16\|0.45\|119.00\|128.87\|118.27\|122544;2026-07-17\|109.94\|-10.00\|120.00\|121.15\|109.94\|72924;2026-07-20\|98.95\|-10.00\|105.21\|108.11\|98.95\|125660;2026-07-21\|102.00\|3.08\|98.95\|103.00\|89.06\|167847;2026-07-22\|100.11\|-1.85\|102.00\|106.96\|99.15\|122209;2026-07-23\|102.25\|2.14\|99.98\|106.22\|99.10\|104528;2026-07-24\|96.67\|-5.46\|101.10\|102.69\|96.50\|85588
9006		黄金+锂盐+ST反弹行业原因：美伊达成两周停火协议并启动谈判，国际油价高台跳水，现货黄金应声突破4850美元。公司原因： 1、据2026年4月8日公告，持股5%以上股东龙凤女士减持计划期限届满，期间仅被动减持204.9万股，减持压力阶段性出清。 2、据2025年1月31日业绩预告，公司预计2025年归母净利2100–3100万元，珠宝板块受益金价上涨，锂盐业务扭亏为盈。 3、据2024年年报及2025年5月7日互动易，公司主营黄金珠宝全产业链，拥有“萃华金店”等三大品牌，直营加盟网络覆盖全国，并参股四川思特瑞锂业布局电池级碳酸锂、氢氧化锂及磷酸二氢锂。	“中华老字号”珠宝企业，主营业务为珠宝饰品，兼营铂金和镶嵌饰品
9005		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司主营轻型输送带，预计2025年盈利4000万元，同比扭亏	2026-03-17\|15.70\|5.02\|14.91\|15.70\|14.91\|9013;2026-03-18\|16.49\|5.03\|16.43\|16.49\|15.72\|39087;2026-03-19\|17.31\|4.97\|16.80\|17.31\|16.80\|9881;2026-03-20\|18.18\|5.03\|18.10\|18.18\|17.47\|58328;2026-03-23\|17.27\|-5.01\|17.27\|17.33\|17.27\|7468;2026-03-24\|16.41\|-4.98\|16.41\|16.41\|16.41\|6811;2026-03-25\|17.11\|4.27\|15.92\|17.23\|15.92\|33232;2026-03-26\|17.10\|-0.06\|17.00\|17.60\|16.88\|17161;2026-03-27\|16.53\|-3.33\|17.48\|17.48\|16.50\|15232;2026-03-30\|17.36\|5.02\|16.30\|17.36\|16.28\|17767;2026-03-31\|17.52\|0.92\|17.78\|18.23\|17.40\|33508;2026-04-01\|17.63\|0.63\|17.85\|18.23\|17.57\|15879;2026-04-02\|16.80\|-4.71\|17.85\|17.85\|16.78\|14147;2026-04-03\|16.93\|0.77\|16.99\|17.26\|16.35\|16491;2026-04-07\|16.34\|-3.48\|17.00\|17.35\|16.12\|17299;2026-04-08\|16.77\|2.63\|16.44\|16.80\|16.30\|11025;2026-04-09\|16.77\|0.00\|16.77\|16.85\|16.44\|8099;2026-04-10\|17.61\|5.01\|16.95\|17.61\|16.78\|26023;2026-04-13\|18.49\|5.00\|17.79\|18.49\|17.61\|20023;2026-04-14\|19.41\|4.98\|19.22\|19.41\|19.10\|34887;2026-04-15\|18.44\|-5.00\|19.38\|19.38\|18.44\|35205;2026-04-16\|18.95\|2.77\|18.00\|19.00\|18.00\|21502;2026-04-17\|19.38\|2.27\|19.28\|19.90\|19.09\|29288;2026-04-20\|20.03\|3.35\|19.63\|20.35\|19.11\|29337;2026-04-21\|19.36\|-3.35\|19.80\|20.00\|19.03\|24425;2026-04-22\|19.42\|0.31\|19.36\|19.88\|18.93\|19619;2026-04-23\|18.98\|-2.27\|19.20\|19.70\|18.86\|13497;2026-04-24\|18.80\|-0.95\|18.03\|19.56\|18.03\|24621;2026-04-27\|19.74\|5.00\|19.55\|19.74\|18.50\|27945;2026-04-28\|19.59\|-0.76\|20.00\|20.68\|19.31\|20293;2026-04-29\|20.20\|3.11\|19.59\|20.25\|19.21\|15346;2026-04-30\|21.21\|5.00\|21.21\|21.21\|21.21\|2620;2026-05-06\|22.27\|5.00\|22.27\|22.27\|21.25\|40883;2026-05-07\|23.38\|4.98\|22.00\|23.38\|21.91\|16690;2026-05-08\|24.55\|5.00\|23.94\|24.55\|23.94\|6267;2026-05-11\|25.78\|5.01\|25.78\|25.78\|25.35\|18771;2026-05-12\|27.07\|5.00\|27.07\|27.07\|27.07\|4593;2026-05-13\|25.91\|-4.29\|28.05\|28.09\|25.72\|50329;2026-05-14\|25.57\|-1.31\|25.91\|26.64\|24.80\|27083;2026-05-15\|25.75\|0.70\|25.49\|25.90\|24.76\|22103;2026-05-18\|27.04\|5.01\|26.57\|27.04\|25.81\|22883;2026-05-19\|25.69\|-4.99\|26.01\|26.42\|25.69\|17388;2026-05-20\|24.41\|-4.98\|24.41\|24.41\|24.41\|6283;2026-05-21\|24.42\|0.04\|23.58\|25.40\|23.58\|27712;2026-05-22\|24.56\|0.57\|24.33\|25.34\|24.18\|15566;2026-05-25\|23.42\|-4.64\|24.60\|25.27\|23.33\|27085;2026-05-26\|23.50\|0.34\|23.65\|24.59\|22.68\|21136;2026-05-27\|23.83\|1.40\|23.90\|23.90\|22.90\|19310;2026-05-28\|25.02\|4.99\|24.46\|25.02\|23.33\|15748;2026-05-29\|24.95\|-0.28\|25.60\|26.27\|24.22\|26519;2026-06-01\|24.30\|-2.61\|25.48\|25.91\|24.01\|12173;2026-06-02\|24.14\|-0.66\|23.90\|24.25\|23.33\|9197;2026-06-03\|23.11\|-4.27\|23.90\|24.37\|23.11\|9994;2026-06-04\|23.05\|-0.26\|23.15\|23.51\|22.20\|9112;2026-06-05\|22.48\|-2.47\|24.10\|24.10\|22.30\|8372;2026-06-08\|22.46\|-0.09\|21.92\|23.24\|21.36\|7549;2026-06-09\|22.47\|0.04\|22.50\|23.00\|21.83\|9790;2026-06-10\|23.36\|3.96\|22.48\|23.58\|22.48\|12302;2026-06-11\|23.16\|-0.86\|23.36\|24.00\|22.98\|8268;2026-06-12\|23.10\|-0.26\|23.17\|23.65\|22.88\|4416;2026-06-15\|24.26\|5.02\|23.55\|24.26\|23.20\|8497;2026-06-16\|24.81\|2.27\|25.47\|25.47\|24.20\|13089;2026-06-17\|26.05\|5.00\|25.31\|26.05\|24.50\|15613;2026-06-18\|27.35\|4.99\|27.35\|27.35\|26.81\|24072;2026-06-22\|25.98\|-5.01\|27.24\|27.24\|25.98\|23293;2026-06-23\|24.68\|-5.00\|25.86\|25.87\|24.68\|12014;2026-06-24\|24.00\|-2.76\|25.44\|25.44\|23.51\|9393;2026-06-25\|23.80\|-0.83\|24.00\|24.30\|23.50\|5025;2026-06-26\|23.22\|-2.44\|23.58\|23.82\|22.72\|6209;2026-06-29\|24.38\|5.00\|23.00\|24.38\|22.23\|9529;2026-07-01\|24.90\|2.13\|26.82\|26.82\|23.56\|47745;2026-07-02\|27.39\|10.00\|24.80\|27.39\|23.66\|31239;2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-14\|33.75\|10.01\|33.75\|33.75\|33.75\|6149;2026-07-15\|37.13\|10.01\|37.13\|37.13\|37.13\|1041;2026-07-16\|40.84\|9.99\|40.84\|40.84\|40.84\|1474;2026-07-17\|44.92\|9.99\|44.92\|44.92\|44.92\|2736;2026-07-20\|40.43\|-10.00\|49.41\|49.41\|40.43\|209293;2026-07-21\|36.39\|-9.99\|36.39\|38.00\|36.39\|54857;2026-07-22\|40.03\|10.00\|34.00\|40.03\|33.90\|164803;2026-07-23\|42.09\|5.15\|40.62\|43.50\|39.80\|142709;2026-07-24\|46.30\|10.00\|40.88\|46.30\|40.88\|157511
9004		ST板块+OPC感光鼓+新能源转型公司原因： 1、据2025年4月24日年度报告，公司主营OPC激光感光鼓，通用耗材市场占有率领先，自主研发产品具备进口替代能力。 2、据2025年4月24日年度报告，公司通过投资上海憬芯科技布局新能源领域，新增光伏发电项目技术及运维服务业务。 3、据2025年5月19日投资者关系记录，公司表示将择机转型，寻求经营规模突破，通过并购重组加快布局战略性新兴产业，发展新质生产力，收购具有发展潜力的优质并购标的。 4、据2026年3月10日公司公告，公司预计 2025 年度利润总额、净利润、扣除非经常性损益后的净利润均为负值，扣除后营业收入约28,000万元至33,000万元。	公司主营业务涉及“影像耗材+信息安全”两大产业	2026-03-17\|4.32\|5.11\|4.13\|4.32\|4.13\|27971;2026-03-18\|4.54\|5.09\|4.42\|4.54\|4.38\|32122;2026-03-19\|4.64\|2.20\|4.75\|4.77\|4.58\|95561;2026-03-20\|4.41\|-4.96\|4.68\|4.69\|4.41\|64336;2026-03-23\|4.19\|-4.99\|4.28\|4.39\|4.19\|34435;2026-03-24\|4.28\|2.15\|4.17\|4.32\|4.13\|27511;2026-03-25\|4.29\|0.23\|4.30\|4.39\|4.27\|19936;2026-03-26\|4.50\|4.90\|4.30\|4.50\|4.27\|20579;2026-03-27\|4.70\|4.44\|4.56\|4.73\|4.51\|82023;2026-03-30\|4.94\|5.11\|4.70\|4.94\|4.65\|65109;2026-03-31\|4.70\|-4.86\|4.94\|5.02\|4.69\|59758;2026-04-01\|4.76\|1.28\|4.74\|4.81\|4.67\|25644;2026-04-02\|4.78\|0.42\|4.77\|4.92\|4.74\|23371;2026-04-03\|4.56\|-4.60\|4.78\|4.81\|4.54\|24844;2026-04-07\|4.50\|-1.32\|4.50\|4.55\|4.40\|18719;2026-04-08\|4.53\|0.67\|4.50\|4.55\|4.40\|26255;2026-04-09\|4.45\|-1.77\|4.48\|4.51\|4.30\|33101;2026-04-10\|4.64\|4.27\|4.49\|4.67\|4.46\|50983;2026-04-13\|4.52\|-2.59\|4.60\|4.67\|4.49\|43224;2026-04-14\|4.75\|5.09\|4.50\|4.75\|4.48\|43735;2026-04-15\|4.76\|0.21\|4.83\|4.93\|4.68\|54173;2026-04-16\|4.52\|-5.04\|4.65\|4.80\|4.52\|83612;2026-04-17\|4.39\|-2.88\|4.29\|4.52\|4.29\|120701;2026-04-20\|4.19\|-4.56\|4.29\|4.41\|4.17\|128730;2026-04-21\|4.04\|-3.58\|4.18\|4.27\|3.99\|92108;2026-04-22\|3.84\|-4.95\|3.84\|3.84\|3.84\|23453;2026-04-23\|3.65\|-4.95\|3.65\|3.65\|3.65\|7339;2026-04-24\|3.47\|-4.93\|3.47\|3.47\|3.47\|13333;2026-04-27\|3.30\|-4.90\|3.30\|3.64\|3.30\|274861;2026-04-28\|3.14\|-4.85\|3.14\|3.14\|3.14\|11273;2026-04-29\|2.98\|-5.10\|2.98\|3.10\|2.98\|106914;2026-04-30\|2.83\|-5.03\|2.83\|2.83\|2.83\|6230;2026-06-23\|0.20\|-92.93\|0.18\|0.37\|0.18\|548351;2026-06-24\|0.18\|-10.00\|0.19\|0.20\|0.18\|362257;2026-06-25\|0.17\|-5.56\|0.17\|0.18\|0.17\|134333;2026-06-26\|0.17\|0.00\|0.17\|0.18\|0.16\|73807;2026-06-29\|0.19\|11.76\|0.18\|0.19\|0.17\|163844;2026-06-30\|0.21\|10.53\|0.19\|0.21\|0.18\|241544;2026-07-01\|0.23\|9.52\|0.22\|0.23\|0.21\|87392;2026-07-02\|0.25\|8.70\|0.25\|0.25\|0.23\|215830;2026-07-03\|0.24\|-4.00\|0.24\|0.25\|0.23\|105221;2026-07-06\|0.24\|0.00\|0.24\|0.25\|0.22\|178245;2026-07-07\|0.22\|-8.33\|0.23\|0.23\|0.22\|87309;2026-07-08\|0.20\|-9.09\|0.21\|0.21\|0.20\|82081;2026-07-09\|0.19\|-5.00\|0.19\|0.20\|0.19\|42694;2026-07-10\|0.21\|10.53\|0.19\|0.21\|0.19\|116190;2026-07-13\|0.22\|4.76\|0.21\|0.23\|0.21\|138752
9003		控制权变更+农业机械+机器人+撤销退市风险警示行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年7月1日公告，公司股东与江苏玖元亨通签署协议，拟合计转让公司22.2004%股份，交易完成后玖元亨通将成为控股股东，叶进成为实控人，公司股票于7月1日复牌。 2、据2025年8月30日半年报，公司主要从事农业机械的研发、制造与销售，产品覆盖耕、种、管、收及收后处理五大作业环节的全程机械化产业链。 3、据2023年12月20日互动易，公司与合肥多加合作成立公司，主要合作机型为履带式无人植保机器人，推动农业机械向无人化、智能化方向发展。 4、据2026年5月19日公告，因2025年财务指标达标，公司已于2026年5月20日撤销退市风险警示，股票简称由“*ST星农”变更为“ST星农”。	公司与合肥多加农业科技有限公司进行合作，共同成立了安徽星光多加智能农机装备有限公司，主要合作机型为履带式无人植保机器人	2026-03-17\|5.84\|3.55\|5.68\|5.92\|5.65\|104920;2026-03-18\|6.13\|4.97\|6.13\|6.13\|6.13\|28491;2026-03-19\|6.34\|3.43\|6.13\|6.42\|6.01\|162982;2026-03-20\|6.10\|-3.79\|6.34\|6.38\|6.04\|103667;2026-03-23\|5.80\|-4.92\|5.96\|6.04\|5.80\|63873;2026-03-24\|5.69\|-1.90\|5.70\|5.86\|5.54\|75123;2026-03-25\|5.91\|3.87\|5.72\|5.91\|5.68\|42764;2026-03-26\|5.76\|-2.54\|5.85\|5.96\|5.71\|31484;2026-03-27\|5.78\|0.35\|5.65\|5.80\|5.65\|25058;2026-03-30\|5.76\|-0.35\|5.70\|5.78\|5.65\|21571;2026-03-31\|5.55\|-3.65\|5.92\|5.93\|5.55\|53191;2026-04-01\|5.68\|2.34\|5.66\|5.72\|5.63\|32167;2026-04-02\|5.60\|-1.41\|5.64\|5.70\|5.57\|25822;2026-04-03\|5.34\|-4.64\|5.60\|5.60\|5.32\|62062;2026-04-07\|5.28\|-1.12\|5.26\|5.33\|5.20\|30084;2026-04-08\|5.41\|2.46\|5.40\|5.41\|5.33\|25515;2026-04-09\|5.27\|-2.59\|5.35\|5.37\|5.24\|26900;2026-04-10\|5.40\|2.47\|5.29\|5.43\|5.29\|26918;2026-04-13\|5.45\|0.93\|5.32\|5.54\|5.30\|34187;2026-04-14\|5.39\|-1.10\|5.45\|5.45\|5.36\|27022;2026-04-15\|5.33\|-1.11\|5.41\|5.43\|5.31\|23554;2026-04-16\|5.34\|0.19\|5.33\|5.38\|5.31\|20225;2026-04-17\|5.26\|-1.50\|5.34\|5.35\|5.24\|30885;2026-04-20\|5.52\|4.94\|5.22\|5.52\|5.22\|27783;2026-04-21\|5.77\|4.53\|5.61\|5.80\|5.61\|71248;2026-04-22\|5.68\|-1.56\|5.68\|5.90\|5.65\|46982;2026-04-23\|5.48\|-3.52\|5.72\|5.73\|5.40\|56169;2026-04-24\|5.75\|4.93\|5.41\|5.75\|5.41\|31962;2026-04-27\|5.71\|-0.70\|6.00\|6.00\|5.69\|84403;2026-04-28\|5.60\|-1.93\|5.70\|5.76\|5.58\|50889;2026-04-29\|5.74\|2.50\|5.55\|5.82\|5.54\|66961;2026-04-30\|5.67\|-1.22\|5.73\|5.76\|5.62\|45496;2026-05-06\|5.95\|4.94\|5.70\|5.95\|5.62\|55888;2026-05-07\|5.92\|-0.50\|5.94\|6.04\|5.86\|58024;2026-05-08\|6.08\|2.70\|5.87\|6.17\|5.86\|58516;2026-05-11\|6.09\|0.16\|6.08\|6.20\|6.01\|59292;2026-05-12\|5.98\|-1.81\|6.07\|6.07\|5.92\|38249;2026-05-13\|6.04\|1.00\|5.93\|6.11\|5.91\|29336;2026-05-14\|6.12\|1.32\|6.02\|6.20\|5.95\|50654;2026-05-15\|5.99\|-2.12\|6.10\|6.17\|5.98\|37954;2026-05-18\|5.98\|-0.17\|5.99\|5.99\|5.90\|21833;2026-05-20\|6.04\|1.00\|5.95\|6.25\|5.93\|77812;2026-05-21\|5.88\|-2.65\|5.95\|6.08\|5.86\|59177;2026-05-22\|5.86\|-0.34\|5.88\|5.95\|5.77\|41526;2026-05-25\|5.83\|-0.51\|5.80\|5.90\|5.77\|36831;2026-05-26\|5.74\|-1.54\|5.83\|5.83\|5.62\|39412;2026-05-27\|5.58\|-2.79\|5.73\|5.73\|5.46\|42042;2026-05-28\|5.61\|0.54\|5.55\|5.69\|5.52\|27197;2026-05-29\|5.57\|-0.71\|5.60\|5.77\|5.56\|35001;2026-06-01\|5.75\|3.23\|5.60\|5.77\|5.57\|26905;2026-06-02\|5.74\|-0.17\|5.77\|5.79\|5.67\|25325;2026-06-03\|5.79\|0.87\|5.75\|5.91\|5.70\|29547;2026-06-04\|5.80\|0.17\|5.73\|5.85\|5.72\|36204;2026-06-05\|5.71\|-1.55\|5.76\|5.94\|5.69\|41805;2026-06-08\|5.46\|-4.38\|5.59\|5.70\|5.43\|33363;2026-06-09\|5.43\|-0.55\|5.46\|5.53\|5.38\|28753;2026-06-10\|5.41\|-0.37\|5.45\|5.48\|5.26\|34621;2026-06-11\|5.40\|-0.18\|5.37\|5.47\|5.36\|22397;2026-06-12\|5.66\|4.81\|5.47\|5.67\|5.47\|68464;2026-06-15\|5.51\|-2.65\|5.59\|5.69\|5.49\|43231;2026-06-16\|5.45\|-1.09\|5.52\|5.55\|5.43\|21200;2026-06-17\|5.33\|-2.20\|5.43\|5.46\|5.30\|26066;2026-06-18\|5.26\|-1.31\|5.30\|5.40\|5.22\|25775;2026-06-22\|5.23\|-0.57\|5.18\|5.28\|5.00\|42036;2026-06-23\|5.49\|4.97\|5.24\|5.49\|5.24\|56065;2026-07-01\|5.76\|4.92\|5.76\|5.76\|5.76\|4405;2026-07-02\|6.05\|5.03\|6.05\|6.05\|6.05\|732;2026-07-03\|6.35\|4.96\|6.35\|6.35\|6.35\|6489;2026-07-06\|6.99\|10.08\|6.99\|6.99\|6.99\|25527;2026-07-07\|6.39\|-8.58\|7.00\|7.00\|6.29\|242754;2026-07-08\|7.03\|10.02\|6.18\|7.03\|6.00\|181657;2026-07-09\|7.06\|0.43\|7.30\|7.68\|6.91\|193652;2026-07-10\|6.78\|-3.97\|6.93\|7.27\|6.75\|123496;2026-07-13\|6.44\|-5.01\|6.64\|7.04\|6.33\|122087;2026-07-14\|6.58\|2.17\|6.35\|6.70\|6.20\|107059;2026-07-15\|6.44\|-2.13\|6.40\|6.60\|6.38\|55837;2026-07-16\|6.30\|-2.17\|6.40\|6.64\|6.16\|78955;2026-07-17\|5.93\|-5.87\|6.22\|6.30\|5.77\|90312;2026-07-20\|5.69\|-4.05\|5.93\|6.22\|5.53\|80900;2026-07-21\|5.73\|0.70\|5.60\|5.89\|5.32\|68342;2026-07-22\|5.59\|-2.44\|5.68\|5.83\|5.50\|60543;2026-07-23\|5.88\|5.19\|5.50\|5.91\|5.50\|62794;2026-07-24\|5.76\|-2.04\|5.79\|5.84\|5.64\|53521
9002		许可协议+紫杉醇+海南自贸区+扭亏行业原因：据中信建投证券6月30日研报，2026年开年以来海南离岛免税销售表现稳健，端午假期购物金额与人次均实现同比增长，免税渠道核心品类价格优势逐步体现，验证封关后海南作为优质消费渠道的发展潜力。公司原因： 1、据2026年6月27日公告，公司于6月26日与合作方A公司签订《独家开发、生产及供应协议》，将SC-C141项目在美国地区的独家商业化权利授予A公司，旨在快速打开该项目在美国的市场并提高占有率。 2、据2026年5月13日投资者关系活动记录表，公司注射用紫杉醇白蛋白结合型属于高难度复杂制剂，于2025年5月获美国FDA批准并实现出口首次发货；公司2026年计划利用在美获批优势，推进该品种在其他国家注册销售并巩固美国市场。 3、公司是海南本地医药制造企业，主营化学合成多肽药品的研发、生产和销售，拥有通过美国FDA和欧盟认证的GMP车间，并积极开展国际化CMO合作。 4、据2026年4月29日公告，公司2026年一季度实现营收4843.99万元，同比增长32.08%；归母净利润344.82万元，同比扭亏为盈。	公司主营多肽药业务，预计2025年盈利1600万元-2300万元，同比扭亏	2026-03-17\|7.82\|-2.86\|8.10\|8.16\|7.77\|196652;2026-03-18\|8.21\|4.99\|7.93\|8.21\|7.90\|192259;2026-03-19\|8.09\|-1.46\|8.13\|8.29\|7.97\|198774;2026-03-20\|7.93\|-1.98\|8.18\|8.42\|7.85\|167380;2026-03-23\|7.61\|-4.04\|7.72\|7.92\|7.53\|141610;2026-03-24\|7.93\|4.21\|7.80\|7.99\|7.76\|171976;2026-03-25\|7.91\|-0.25\|7.84\|8.05\|7.84\|112288;2026-03-26\|8.26\|4.42\|7.90\|8.31\|7.90\|182961;2026-03-27\|8.42\|1.94\|8.22\|8.50\|8.12\|143677;2026-03-30\|8.32\|-1.19\|8.24\|8.44\|8.18\|102530;2026-03-31\|7.97\|-4.21\|8.25\|8.63\|7.92\|153854;2026-04-01\|8.08\|1.38\|8.20\|8.24\|7.99\|87349;2026-04-02\|7.94\|-1.73\|8.06\|8.12\|7.89\|79034;2026-04-03\|7.68\|-3.27\|7.90\|8.01\|7.62\|89054;2026-04-07\|7.79\|1.43\|7.68\|7.80\|7.57\|49267;2026-04-08\|8.07\|3.59\|7.95\|8.12\|7.87\|61125;2026-04-09\|8.02\|-0.62\|8.04\|8.17\|7.96\|69437;2026-04-10\|7.99\|-0.37\|8.10\|8.13\|7.98\|52145;2026-04-13\|8.30\|3.88\|8.00\|8.35\|7.99\|105673;2026-04-14\|8.36\|0.72\|8.30\|8.43\|8.22\|78954;2026-04-15\|8.33\|-0.36\|8.35\|8.46\|8.27\|66796;2026-04-16\|8.36\|0.36\|8.26\|8.40\|8.09\|128790;2026-04-17\|8.50\|1.67\|8.36\|8.61\|8.33\|143644;2026-04-20\|8.62\|1.41\|8.80\|8.91\|8.54\|185981;2026-04-21\|9.02\|4.64\|8.58\|9.05\|8.47\|230448;2026-04-22\|8.90\|-1.33\|8.88\|8.99\|8.77\|163389;2026-04-23\|8.61\|-3.26\|8.86\|8.96\|8.52\|140575;2026-04-24\|8.55\|-0.70\|8.57\|8.66\|8.40\|90408;2026-04-27\|8.79\|2.81\|8.68\|8.79\|8.56\|106041;2026-04-28\|9.06\|3.07\|8.78\|9.23\|8.71\|195662;2026-04-29\|8.61\|-4.97\|8.61\|8.72\|8.61\|203164;2026-04-30\|8.58\|-0.35\|8.53\|8.74\|8.43\|131824;2026-05-06\|8.71\|1.52\|8.55\|8.88\|8.55\|106181;2026-05-07\|9.12\|4.71\|8.70\|9.15\|8.62\|184478;2026-05-08\|9.58\|5.04\|9.13\|9.58\|9.06\|159506;2026-05-11\|10.06\|5.01\|9.96\|10.06\|9.23\|216115;2026-05-12\|10.56\|4.97\|10.19\|10.56\|10.10\|113737;2026-05-13\|10.30\|-2.46\|10.50\|10.87\|10.15\|257317;2026-05-14\|10.82\|5.05\|10.29\|10.82\|10.27\|209955;2026-05-15\|11.11\|2.68\|10.67\|11.36\|10.31\|247915;2026-05-18\|10.70\|-3.69\|10.94\|11.18\|10.67\|145832;2026-05-19\|10.47\|-2.15\|10.80\|10.95\|10.33\|136054;2026-05-20\|10.98\|4.87\|10.41\|10.99\|10.34\|147910;2026-05-21\|10.55\|-3.92\|10.87\|11.33\|10.45\|167807;2026-05-25\|11.61\|10.05\|11.37\|11.61\|10.97\|402800;2026-05-26\|11.50\|-0.95\|11.61\|12.43\|11.02\|567984;2026-05-27\|10.74\|-6.61\|11.16\|11.44\|10.50\|360929;2026-05-28\|10.44\|-2.79\|10.50\|10.93\|10.30\|270054;2026-05-29\|10.67\|2.20\|10.31\|11.34\|10.30\|243008;2026-06-01\|9.82\|-7.97\|10.41\|10.46\|9.76\|280757;2026-06-02\|9.41\|-4.18\|9.68\|9.83\|9.39\|198972;2026-06-03\|9.44\|0.32\|9.41\|9.58\|9.30\|163230;2026-06-04\|9.20\|-2.54\|9.33\|9.45\|9.05\|142985;2026-06-05\|9.26\|0.65\|9.31\|9.33\|9.06\|103551;2026-06-08\|8.83\|-4.64\|9.07\|9.26\|8.71\|141603;2026-06-09\|9.12\|3.28\|8.86\|9.63\|8.81\|174574;2026-06-10\|9.13\|0.11\|9.09\|9.27\|8.94\|132511;2026-06-11\|9.00\|-1.42\|9.15\|9.18\|8.75\|91187;2026-06-12\|9.17\|1.89\|9.17\|9.30\|9.00\|110005;2026-06-15\|9.06\|-1.20\|9.15\|9.32\|8.97\|99492;2026-06-16\|8.78\|-3.09\|9.00\|9.06\|8.65\|127797;2026-06-17\|8.82\|0.46\|8.78\|9.33\|8.73\|131021;2026-06-18\|8.72\|-1.13\|8.76\|8.88\|8.56\|119565;2026-06-22\|8.74\|0.23\|8.58\|8.78\|8.31\|127427;2026-06-23\|8.94\|2.29\|8.66\|9.12\|8.61\|126694;2026-06-24\|8.70\|-2.68\|8.91\|8.91\|8.56\|109464;2026-06-25\|8.47\|-2.64\|8.74\|8.75\|8.29\|143113;2026-06-26\|8.28\|-2.24\|8.47\|8.59\|8.26\|109682;2026-06-29\|9.11\|10.02\|9.03\|9.11\|8.40\|216785;2026-06-30\|9.46\|3.84\|9.02\|9.61\|9.01\|351638;2026-07-01\|9.70\|2.54\|9.37\|9.82\|9.21\|294202;2026-07-02\|10.67\|10.00\|9.50\|10.67\|9.50\|362526;2026-07-03\|10.22\|-4.22\|10.51\|11.27\|9.92\|423489;2026-07-06\|10.12\|-0.98\|10.02\|11.00\|9.86\|408086;2026-07-07\|9.54\|-5.73\|9.81\|10.00\|9.44\|307592;2026-07-08\|9.62\|0.84\|9.62\|10.20\|9.50\|258991;2026-07-09\|9.50\|-1.25\|9.25\|9.85\|8.99\|234980;2026-07-10\|10.45\|10.00\|9.41\|10.45\|9.31\|573858;2026-07-13\|10.21\|-2.30\|10.41\|10.77\|10.13\|469851;2026-07-14\|10.33\|1.18\|10.35\|10.48\|9.80\|356140;2026-07-15\|10.96\|6.10\|10.36\|11.00\|10.33\|567306;2026-07-16\|10.52\|-4.01\|10.70\|10.92\|10.00\|459436;2026-07-17\|9.47\|-9.98\|10.26\|10.36\|9.47\|366656;2026-07-20\|8.80\|-7.08\|9.39\|9.40\|8.53\|331386;2026-07-21\|8.62\|-2.05\|8.74\|8.80\|7.92\|310851;2026-07-22\|8.51\|-1.28\|8.51\|8.94\|8.40\|206692;2026-07-23\|8.59\|0.94\|8.40\|8.65\|8.31\|163986;2026-07-24\|8.30\|-3.38\|8.46\|8.69\|8.29\|143262
9001		申请摘帽+听花酒增长+转型预期行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2026年5月28日公告，公司申请撤销退市风险警示及其他风险警示，正处于补充材料阶段。 2、据2026年5月16日年报，以“听花”系列白酒销售为主的酒水快消品业务2025年实现营业收入12,240.37万元，同比增长163.74%。 3、据2026年5月16日年报，公司主营业务包括以冬虫夏草类产品为主的大健康板块及酒水快消品板块，并计划加大新业务板块开拓力度，打造新的业绩增长点。	冬虫夏草产业化龙头企业	2026-03-17\|2.88\|5.11\|2.80\|2.88\|2.78\|49535;2026-03-18\|3.02\|4.86\|2.94\|3.02\|2.88\|119977;2026-03-19\|3.17\|4.97\|3.17\|3.17\|3.17\|19312;2026-03-20\|3.33\|5.05\|3.33\|3.33\|3.33\|22163;2026-03-23\|3.16\|-5.11\|3.29\|3.29\|3.16\|30823;2026-03-24\|3.00\|-5.06\|3.00\|3.00\|3.00\|7543;2026-03-25\|3.05\|1.67\|2.85\|3.15\|2.85\|187570;2026-03-26\|2.90\|-4.92\|2.90\|3.10\|2.90\|144397;2026-03-27\|2.86\|-1.38\|2.85\|2.94\|2.81\|75705;2026-03-30\|3.00\|4.90\|2.87\|3.00\|2.85\|73798;2026-03-31\|3.05\|1.67\|3.13\|3.15\|3.01\|123580;2026-04-01\|3.07\|0.66\|3.05\|3.11\|3.05\|57663;2026-04-02\|3.22\|4.89\|3.07\|3.22\|3.07\|131222;2026-04-03\|3.07\|-4.66\|3.20\|3.23\|3.06\|136064;2026-04-07\|2.92\|-4.89\|3.00\|3.05\|2.92\|88853;2026-04-08\|2.77\|-5.14\|2.77\|2.89\|2.77\|160200;2026-04-09\|2.63\|-5.05\|2.70\|2.75\|2.63\|92276;2026-04-10\|2.76\|4.94\|2.65\|2.76\|2.62\|107340;2026-04-13\|2.90\|5.07\|2.81\|2.90\|2.63\|102936;2026-04-14\|3.05\|5.17\|2.96\|3.05\|2.90\|123905;2026-04-15\|2.98\|-2.30\|2.96\|3.19\|2.93\|110610;2026-04-16\|2.93\|-1.68\|2.94\|3.09\|2.91\|97968;2026-04-17\|2.81\|-4.10\|2.78\|2.90\|2.78\|136718;2026-04-20\|2.95\|4.98\|2.94\|2.95\|2.83\|95127;2026-04-21\|3.10\|5.08\|3.04\|3.10\|2.99\|143094;2026-04-22\|3.25\|4.84\|3.07\|3.26\|3.07\|127203;2026-04-23\|3.41\|4.92\|3.21\|3.41\|3.21\|82417;2026-04-24\|3.26\|-4.40\|3.42\|3.56\|3.24\|180332;2026-04-27\|3.10\|-4.91\|3.10\|3.25\|3.10\|182836;2026-04-28\|3.26\|5.16\|3.02\|3.26\|3.02\|127869;2026-04-29\|3.42\|4.91\|3.42\|3.42\|3.42\|31001;2026-04-30\|3.59\|4.97\|3.59\|3.59\|3.59\|10927;2026-05-06\|3.77\|5.01\|3.77\|3.77\|3.77\|19791;2026-05-07\|3.96\|5.04\|3.96\|3.96\|3.96\|8407;2026-05-08\|4.16\|5.05\|4.16\|4.16\|3.93\|273775;2026-05-11\|4.37\|5.05\|4.37\|4.37\|4.36\|59154;2026-05-12\|4.59\|5.03\|4.59\|4.59\|4.59\|8341;2026-05-13\|4.82\|5.01\|4.82\|4.82\|4.82\|4194;2026-05-14\|5.06\|4.98\|5.06\|5.06\|5.06\|17321;2026-05-15\|5.31\|4.94\|5.31\|5.31\|5.00\|454343;2026-05-18\|5.38\|1.32\|5.30\|5.50\|5.04\|294889;2026-05-19\|5.11\|-5.02\|5.29\|5.30\|5.11\|219904;2026-05-20\|4.85\|-5.09\|4.95\|4.98\|4.85\|90176;2026-05-21\|4.77\|-1.65\|4.61\|5.09\|4.61\|224755;2026-05-22\|4.69\|-1.68\|4.65\|4.93\|4.55\|117093;2026-05-25\|4.92\|4.90\|4.76\|4.92\|4.76\|46199;2026-05-26\|5.17\|5.08\|5.13\|5.17\|5.07\|73016;2026-05-27\|5.43\|5.03\|5.28\|5.43\|5.20\|130564;2026-05-28\|5.43\|0.00\|5.50\|5.69\|5.25\|172862;2026-05-29\|5.70\|4.97\|5.27\|5.70\|5.27\|143684;2026-06-01\|5.50\|-3.51\|5.70\|5.90\|5.42\|183353;2026-06-02\|5.39\|-2.00\|5.30\|5.51\|5.25\|109793;2026-06-03\|5.66\|5.01\|5.30\|5.66\|5.27\|91539;2026-06-04\|5.40\|-4.59\|5.67\|5.87\|5.38\|90379;2026-06-05\|5.41\|0.19\|5.35\|5.55\|5.30\|65850;2026-06-08\|5.26\|-2.77\|5.30\|5.42\|5.22\|44906;2026-06-09\|5.52\|4.94\|5.46\|5.52\|5.25\|66202;2026-06-10\|5.51\|-0.18\|5.48\|5.73\|5.46\|72167;2026-06-11\|5.36\|-2.72\|5.41\|5.49\|5.30\|45277;2026-06-12\|5.35\|-0.19\|5.42\|5.50\|5.35\|34986;2026-06-15\|5.24\|-2.06\|5.32\|5.38\|5.18\|57909;2026-06-16\|5.05\|-3.63\|5.24\|5.28\|4.98\|78503;2026-06-17\|4.80\|-4.95\|5.05\|5.05\|4.80\|72317;2026-06-18\|5.04\|5.00\|4.85\|5.04\|4.58\|78928;2026-06-22\|5.29\|4.96\|5.15\|5.29\|5.07\|43395;2026-06-23\|5.43\|2.65\|5.21\|5.55\|5.20\|68867;2026-06-24\|5.44\|0.18\|5.43\|5.59\|5.40\|47155;2026-06-25\|5.18\|-4.78\|5.37\|5.55\|5.17\|68728;2026-06-26\|4.92\|-5.02\|5.16\|5.29\|4.92\|74293;2026-06-29\|5.17\|5.08\|4.78\|5.17\|4.67\|96386;2026-06-30\|5.10\|-1.35\|5.11\|5.30\|5.00\|52491;2026-07-01\|5.22\|2.35\|5.02\|5.34\|4.85\|56912;2026-07-02\|5.18\|-0.77\|5.16\|5.38\|5.05\|59844;2026-07-03\|5.12\|-1.16\|5.23\|5.28\|5.07\|38825;2026-07-06\|4.93\|-3.71\|5.06\|5.16\|4.83\|46880;2026-07-07\|4.72\|-4.26\|4.84\|4.93\|4.71\|41873;2026-07-08\|4.60\|-2.54\|4.75\|4.78\|4.58\|35327;2026-07-09\|4.33\|-5.87\|4.55\|4.55\|4.14\|88780;2026-07-10\|4.39\|1.39\|4.33\|4.57\|4.27\|50388;2026-07-13\|4.44\|1.14\|4.39\|4.65\|4.19\|63666;2026-07-14\|4.33\|-2.48\|4.39\|4.48\|4.32\|41084;2026-07-15\|4.39\|1.39\|4.20\|4.50\|4.18\|60338;2026-07-16\|4.27\|-2.73\|4.27\|4.35\|4.18\|59045;2026-07-17\|4.20\|-1.64\|4.39\|4.39\|4.17\|46443;2026-07-20\|3.78\|-10.00\|4.21\|4.27\|3.78\|80461;2026-07-21\|3.71\|-1.85\|3.70\|3.87\|3.55\|68336;2026-07-22\|3.69\|-0.54\|3.76\|3.95\|3.68\|60333;2026-07-23\|3.85\|4.34\|3.67\|3.86\|3.67\|52937;2026-07-24\|3.77\|-2.08\|3.81\|3.99\|3.75\|40054
9000		珠海国资+储能+建筑装饰行业原因： 1、据财闻3月24日报道，国家数据局局长刘烈宏3月23日在中国发展高层论坛2026年年会上提出，将推进算电协同工程，确保新建算力设施绿电应用占比不低于80%，为绿电打开确定性增量需求。 2、国家电投同日宣布2026年计划投资2000亿元，同比增长17%，一季度已完成230亿元，同比增35%，强化绿电供给端扩张预期。公司原因： 1、据2025年12月26日公告，控股股东珠海正方集团豁免公司14亿元债务本金及889.67万元利息，并捐赠4亿元现金，净资产一次性增加18.9亿元。 2、据2026年1月23日互动易，公司新能源业务由广东粤明绿能科技有限公司实施，聚焦工商业储能及充电站配套储能场景。 3、据2025年8月30日半年报，公司主营建筑工程总承包及装饰装修，拥有建筑工程施工总承包特级、装饰设计甲级等全牌照资质，位列“中国建筑装饰行业百强”装饰类第 5、设计类第19。	控股股东豁免14亿元债务及利息并捐赠4亿元现金	2026-03-17\|11.02\|-3.84\|11.27\|11.42\|10.96\|64646;2026-03-18\|11.57\|4.99\|11.12\|11.57\|11.12\|75127;2026-03-19\|11.57\|0.00\|11.44\|12.00\|11.30\|74916;2026-03-20\|11.56\|-0.09\|11.83\|12.09\|11.40\|56733;2026-03-23\|11.19\|-3.20\|11.35\|11.60\|10.98\|42753;2026-03-24\|11.75\|5.00\|11.36\|11.75\|11.36\|37404;2026-03-25\|12.34\|5.02\|12.17\|12.34\|12.02\|19041;2026-03-26\|12.72\|3.08\|12.42\|12.79\|12.12\|52377;2026-03-27\|12.30\|-3.30\|12.60\|13.00\|12.11\|54762;2026-03-30\|12.30\|0.00\|12.39\|12.63\|11.91\|35497;2026-03-31\|11.83\|-3.82\|12.10\|12.65\|11.69\|45989;2026-04-01\|11.80\|-0.25\|12.00\|12.10\|11.51\|22634;2026-04-02\|11.57\|-1.95\|11.84\|12.00\|11.53\|16945;2026-04-03\|11.17\|-3.46\|11.57\|11.57\|11.03\|28237;2026-04-07\|11.73\|5.01\|11.15\|11.73\|11.05\|29180;2026-04-08\|12.00\|2.30\|11.90\|12.19\|11.87\|25510;2026-04-09\|12.02\|0.17\|12.06\|12.11\|11.74\|20424;2026-04-10\|12.00\|-0.17\|12.15\|12.15\|11.80\|16791;2026-04-13\|12.60\|5.00\|12.14\|12.60\|12.00\|35948;2026-04-14\|12.95\|2.78\|12.78\|13.23\|12.70\|49428;2026-04-15\|13.00\|0.39\|12.85\|13.12\|12.56\|25556;2026-04-16\|13.10\|0.77\|12.92\|13.43\|12.86\|21817;2026-04-17\|12.92\|-1.37\|13.10\|13.33\|12.78\|21367;2026-04-20\|13.36\|3.41\|12.76\|13.51\|12.70\|23415;2026-04-21\|13.85\|3.67\|13.30\|14.03\|13.20\|46854;2026-04-22\|13.97\|0.87\|13.60\|14.22\|13.43\|28787;2026-04-23\|13.27\|-5.01\|13.66\|14.00\|13.27\|19468;2026-04-24\|12.61\|-4.97\|12.87\|13.19\|12.61\|20438;2026-04-27\|13.10\|3.89\|12.32\|13.24\|12.30\|41270;2026-04-28\|12.45\|-4.96\|12.50\|12.75\|12.45\|20090;2026-04-29\|12.43\|-0.16\|12.15\|12.80\|11.83\|57970;2026-04-30\|12.89\|3.70\|12.59\|12.99\|12.27\|30056;2026-05-06\|12.83\|-0.47\|12.89\|13.21\|12.62\|36972;2026-05-07\|13.38\|4.29\|12.84\|13.47\|12.84\|43898;2026-05-08\|13.07\|-2.32\|13.14\|13.19\|12.90\|39863;2026-05-11\|13.72\|4.97\|13.24\|13.72\|13.07\|43103;2026-05-12\|14.41\|5.03\|14.02\|14.41\|13.93\|62046;2026-05-13\|13.95\|-3.19\|14.41\|14.93\|13.85\|59250;2026-05-14\|14.65\|5.02\|14.12\|14.65\|13.98\|23322;2026-05-15\|14.20\|-3.07\|14.91\|15.06\|14.00\|47695;2026-05-18\|13.57\|-4.44\|13.99\|14.19\|13.49\|46834;2026-05-19\|13.63\|0.44\|13.88\|14.01\|13.51\|18606;2026-05-20\|13.47\|-1.17\|13.55\|13.71\|13.21\|18661;2026-05-21\|12.98\|-3.64\|13.47\|13.67\|12.86\|28118;2026-05-22\|13.23\|1.93\|13.05\|13.25\|12.85\|22741;2026-05-25\|12.85\|-2.87\|13.23\|13.24\|12.68\|23068;2026-05-26\|12.23\|-4.82\|12.92\|13.25\|12.21\|40104;2026-05-27\|12.40\|1.39\|12.39\|12.70\|11.87\|30932;2026-05-28\|13.02\|5.00\|12.40\|13.02\|12.40\|31267;2026-05-29\|13.24\|1.69\|13.56\|13.67\|12.90\|47490;2026-06-01\|13.40\|1.21\|12.92\|13.67\|12.92\|24060;2026-06-02\|13.78\|2.84\|13.53\|13.98\|12.97\|51817;2026-06-03\|13.79\|0.07\|13.83\|14.47\|13.76\|76518;2026-06-04\|13.10\|-5.00\|13.50\|13.96\|13.10\|75112;2026-06-05\|13.37\|2.06\|13.14\|13.59\|12.81\|45137;2026-06-08\|13.02\|-2.62\|12.87\|13.42\|12.71\|33217;2026-06-09\|13.33\|2.38\|13.23\|13.59\|13.17\|45289;2026-06-10\|12.75\|-4.35\|13.33\|13.33\|12.66\|35871;2026-06-11\|12.99\|1.88\|12.75\|13.04\|12.45\|26345;2026-06-12\|13.64\|5.00\|13.12\|13.64\|13.12\|52422;2026-06-15\|13.10\|-3.96\|13.75\|13.75\|12.97\|48781;2026-06-16\|13.49\|2.98\|12.98\|13.50\|12.79\|30392;2026-06-17\|14.16\|4.97\|14.16\|14.16\|14.16\|5850;2026-06-18\|14.87\|5.01\|14.87\|14.87\|14.87\|2247;2026-06-22\|14.13\|-4.98\|15.61\|15.61\|14.13\|59790;2026-06-23\|13.42\|-5.02\|13.43\|13.98\|13.42\|56726;2026-06-24\|12.75\|-4.99\|13.35\|13.42\|12.75\|32595;2026-06-25\|12.11\|-5.02\|12.15\|12.77\|12.11\|47020;2026-06-26\|11.50\|-5.04\|11.84\|12.16\|11.50\|49706;2026-06-29\|11.80\|2.61\|11.10\|12.02\|11.08\|38837;2026-06-30\|11.55\|-2.12\|11.98\|12.39\|11.52\|31582;2026-07-01\|12.00\|3.90\|11.76\|12.10\|11.15\|31477;2026-07-02\|11.79\|-1.75\|11.90\|12.26\|11.74\|25660;2026-07-03\|11.74\|-0.42\|11.80\|11.90\|11.56\|32277;2026-07-06\|11.33\|-3.49\|11.70\|12.05\|11.31\|30207;2026-07-07\|10.20\|-9.97\|11.33\|11.40\|10.20\|51292;2026-07-08\|10.55\|3.43\|10.16\|10.80\|9.98\|37590;2026-07-09\|10.38\|-1.61\|10.54\|10.66\|10.09\|20308;2026-07-10\|10.21\|-1.64\|10.39\|10.50\|10.17\|20962;2026-07-13\|10.46\|2.45\|10.23\|10.84\|9.96\|23590;2026-07-14\|10.26\|-1.91\|10.33\|10.51\|10.00\|17905;2026-07-15\|10.30\|0.39\|10.22\|10.57\|10.12\|17263;2026-07-16\|10.40\|0.97\|10.27\|10.50\|10.18\|12291;2026-07-17\|9.50\|-8.65\|10.45\|10.55\|9.36\|49362;2026-07-20\|8.55\|-10.00\|9.50\|9.83\|8.55\|44945;2026-07-21\|8.41\|-1.64\|8.55\|8.73\|7.83\|37245;2026-07-22\|8.08\|-3.92\|8.46\|8.63\|7.97\|31550;2026-07-23\|8.81\|9.03\|8.11\|8.86\|8.11\|31216;2026-07-24\|8.73\|-0.91\|8.78\|8.85\|8.50\|20931
8999		脑机接口+卫星通信+智能制造+央企行业原因： 1、当地时间2025年12月31日，埃隆·马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行“大规模生产”，还将在脑机植入方式上实现创新。 2、中国基金报1月6日报道，国内脑机接口“独角兽”强脑科技近期完成约20亿元融资，为脑机接口领域除马斯克旗下Neuralink以外世界第二大规模的融资。公司原因： 1、据2026年1月8日异动公告，公司因脑机接口概念连续三日涨停发布异动公告，虽暂无成熟产品及销售收入，但2022年江苏省重点研发计划“基于脑机接口技术的多模态人机交互系统集成关键技术研发”已完成脑控智能终端开发及调试优化。 2、据2025年12月26日互动易，公司正按客户需求研制新一代卫星通信终端，子公司熊猫通信研发卫星通信模组及手持终端。 3、据2025年3月28日年度报告，公司聚焦智慧交通与平安城市、工业互联网与智能制造、绿色服务型电子制造三大主业，2024年研发投入2.6亿元、强度9.9%，作为本地首批“智改数转”服务商。 4、据2025年3月28日公告，公司最终控制人为国务院国资委，控股股东为中国电子信息产业集团有限公司，属央企。	公司主营烟花业务，预计2025年扭亏为盈	2026-03-17\|5.61\|5.06\|5.61\|5.61\|5.60\|17335;2026-03-18\|5.89\|4.99\|5.89\|5.89\|5.89\|11728;2026-03-19\|6.18\|4.92\|6.18\|6.18\|6.18\|9989;2026-03-27\|6.49\|5.02\|5.87\|6.49\|5.87\|83330;2026-03-30\|6.21\|-4.31\|6.81\|6.81\|6.17\|109289;2026-03-31\|5.90\|-4.99\|6.02\|6.14\|5.90\|24108;2026-04-01\|5.61\|-4.92\|5.61\|5.61\|5.61\|4280;2026-04-02\|5.33\|-4.99\|5.33\|5.33\|5.33\|2734;2026-04-03\|5.06\|-5.07\|5.06\|5.06\|5.06\|3309;2026-04-07\|4.81\|-4.94\|4.81\|4.81\|4.81\|3752;2026-04-08\|5.05\|4.99\|4.57\|5.05\|4.57\|58304;2026-04-09\|4.80\|-4.95\|4.80\|4.80\|4.80\|13143;2026-04-10\|4.56\|-5.00\|4.56\|5.04\|4.56\|99319;2026-04-13\|4.33\|-5.04\|4.33\|4.54\|4.33\|64688;2026-04-14\|4.12\|-4.85\|4.15\|4.28\|4.11\|62340;2026-04-15\|4.33\|5.10\|3.92\|4.33\|3.92\|71290;2026-04-16\|4.11\|-5.08\|4.11\|4.33\|4.11\|58460;2026-04-17\|4.12\|0.24\|4.03\|4.30\|4.01\|38171;2026-04-20\|3.91\|-5.10\|3.92\|4.01\|3.91\|44283;2026-04-21\|4.11\|5.12\|3.92\|4.11\|3.92\|48528;2026-04-22\|4.24\|3.16\|3.93\|4.30\|3.93\|50317;2026-04-23\|4.45\|4.95\|4.20\|4.45\|4.20\|28599;2026-04-24\|4.54\|2.02\|4.64\|4.64\|4.23\|57844;2026-04-27\|4.38\|-3.52\|4.42\|4.69\|4.31\|43817;2026-04-28\|4.16\|-5.02\|4.16\|4.36\|4.16\|17093;2026-04-29\|3.95\|-5.05\|3.95\|3.95\|3.95\|15504;2026-06-01\|0.57\|-85.57\|1.98\|1.98\|0.48\|246031;2026-06-02\|0.51\|-10.53\|0.56\|0.58\|0.51\|132729;2026-06-03\|0.50\|-1.96\|0.50\|0.52\|0.48\|84081;2026-06-04\|0.48\|-4.00\|0.49\|0.51\|0.46\|65948;2026-06-05\|0.50\|4.17\|0.49\|0.51\|0.48\|64414;2026-06-08\|0.47\|-6.00\|0.49\|0.49\|0.46\|65329;2026-06-09\|0.43\|-8.51\|0.47\|0.48\|0.43\|60985;2026-06-10\|0.40\|-6.98\|0.43\|0.43\|0.39\|59972;2026-06-11\|0.41\|2.50\|0.39\|0.42\|0.38\|43721;2026-06-12\|0.41\|0.00\|0.41\|0.42\|0.40\|24275;2026-06-15\|0.41\|0.00\|0.41\|0.42\|0.40\|31054;2026-06-16\|0.40\|-2.44\|0.40\|0.41\|0.39\|29789;2026-06-17\|0.40\|0.00\|0.40\|0.41\|0.39\|16446;2026-06-18\|0.42\|5.00\|0.40\|0.43\|0.39\|39612;2026-06-22\|0.43\|2.38\|0.41\|0.44\|0.39\|69011
8998		石药入主+创新药+摘星行业原因： 4月27日晚，药明康德披露2026年一季报，一季度营收首次超越百亿元，营业收入、归母净利润均创下历史同期新高。公司原因： 1、据2026年3月19日公告及互动易，石药控股集团有限公司受让8.79774351亿股转增股份后持股25.31%，成为控股股东，实际控制人变更为蔡东晨。 2、据2025年4月29日年度报告，公司主营心脑血管、抗肿瘤、骨科化学药及中成药，并与国内外企业合作推进CHD、ATI、APLS等临床阶段创新药CDMO项目。 3、据2026年3月24日公告，公司股票自2026年3月26日起撤销退市风险警示，简称由“*ST景峰”变更为“ST景峰”。	公司与重整投资人签署重整投资协议，重整投资人认购20.61亿元股票	2026-03-17\|5.57\|5.09\|5.57\|5.57\|5.57\|286;2026-03-18\|5.85\|5.03\|5.85\|5.85\|5.85\|690;2026-03-19\|6.14\|4.96\|6.14\|6.14\|6.14\|3620;2026-03-20\|6.45\|5.05\|6.45\|6.45\|6.45\|8347;2026-03-23\|6.77\|4.96\|6.77\|6.77\|6.55\|738558;2026-03-24\|7.05\|4.14\|6.62\|7.11\|6.43\|575939;2026-03-26\|7.40\|4.96\|7.00\|7.40\|6.70\|515317;2026-03-27\|7.77\|5.00\|7.75\|7.77\|7.50\|272227;2026-03-30\|8.16\|5.02\|7.99\|8.16\|7.93\|179985;2026-03-31\|7.75\|-5.02\|8.57\|8.57\|7.75\|649945;2026-04-01\|7.90\|1.94\|7.62\|8.13\|7.37\|514192;2026-04-02\|7.52\|-4.81\|7.80\|7.90\|7.51\|418237;2026-04-03\|7.15\|-4.92\|7.59\|7.62\|7.15\|265493;2026-04-07\|6.99\|-2.24\|7.09\|7.28\|6.89\|225508;2026-04-08\|7.10\|1.57\|7.10\|7.26\|7.05\|211592;2026-04-09\|7.31\|2.96\|7.16\|7.45\|7.07\|276516;2026-04-10\|7.20\|-1.50\|7.21\|7.43\|7.12\|232111;2026-04-13\|7.24\|0.56\|7.20\|7.34\|7.15\|170059;2026-04-14\|7.14\|-1.38\|7.23\|7.24\|7.06\|196557;2026-04-15\|7.11\|-0.42\|7.19\|7.20\|7.08\|106465;2026-04-16\|7.13\|0.28\|7.09\|7.28\|6.93\|184979;2026-04-17\|7.29\|2.24\|7.10\|7.39\|7.04\|213326;2026-04-20\|7.14\|-2.06\|7.29\|7.33\|7.10\|176635;2026-04-21\|7.11\|-0.42\|7.11\|7.17\|7.06\|86902;2026-04-22\|7.06\|-0.70\|7.12\|7.12\|7.03\|74074;2026-04-23\|7.07\|0.14\|7.07\|7.19\|7.04\|100287;2026-04-24\|7.03\|-0.57\|7.03\|7.12\|6.99\|84933;2026-04-27\|7.10\|1.00\|7.03\|7.11\|7.00\|77090;2026-04-28\|7.46\|5.07\|7.13\|7.46\|7.11\|163646;2026-04-29\|7.37\|-1.21\|7.75\|7.83\|7.35\|330470;2026-04-30\|7.12\|-3.39\|7.26\|7.31\|7.06\|202756;2026-05-06\|7.05\|-0.98\|7.06\|7.14\|7.00\|137197;2026-05-07\|7.05\|0.00\|7.05\|7.11\|7.04\|91668;2026-05-08\|7.22\|2.41\|7.02\|7.32\|6.95\|209630;2026-05-11\|7.12\|-1.39\|7.15\|7.30\|7.12\|147213;2026-05-12\|7.48\|5.06\|7.11\|7.48\|7.05\|213157;2026-05-13\|7.52\|0.53\|7.55\|7.80\|7.50\|265390;2026-05-14\|7.62\|1.33\|7.38\|7.75\|7.38\|195309;2026-05-15\|7.83\|2.76\|7.64\|7.99\|7.56\|266711;2026-05-18\|7.45\|-4.85\|7.80\|7.80\|7.44\|219627;2026-05-19\|7.41\|-0.54\|7.45\|7.63\|7.32\|131919;2026-05-20\|7.43\|0.27\|7.33\|7.56\|7.25\|123782;2026-05-21\|7.27\|-2.15\|7.36\|7.43\|7.22\|108280;2026-05-22\|7.38\|1.51\|7.27\|7.42\|7.27\|102989;2026-05-25\|7.32\|-0.81\|7.38\|7.42\|7.30\|95909;2026-05-26\|7.25\|-0.96\|7.35\|7.35\|7.17\|91315;2026-05-27\|7.19\|-0.83\|7.20\|7.31\|7.11\|102392;2026-05-28\|7.19\|0.00\|7.13\|7.19\|7.05\|99603;2026-05-29\|7.11\|-1.11\|7.20\|7.24\|7.07\|98457;2026-06-01\|7.16\|0.70\|7.08\|7.35\|7.01\|111679;2026-06-02\|7.33\|2.37\|7.13\|7.42\|7.11\|125646;2026-06-03\|7.16\|-2.32\|7.33\|7.34\|7.15\|92166;2026-06-04\|7.15\|-0.14\|7.18\|7.22\|7.11\|57147;2026-06-05\|7.10\|-0.70\|7.12\|7.18\|7.08\|56910;2026-06-08\|6.81\|-4.08\|7.05\|7.05\|6.81\|124484;2026-06-09\|6.79\|-0.29\|6.88\|6.89\|6.75\|80622;2026-06-10\|6.59\|-2.95\|6.74\|6.75\|6.56\|110898;2026-06-12\|6.55\|-0.61\|7.00\|7.19\|6.50\|327425;2026-06-15\|6.45\|-1.53\|6.38\|6.89\|6.22\|289882;2026-06-16\|6.11\|-5.27\|6.41\|6.41\|6.02\|267738;2026-06-17\|5.99\|-1.96\|6.13\|6.16\|5.95\|184006;2026-06-18\|5.83\|-2.67\|5.97\|6.03\|5.79\|233865;2026-06-22\|5.62\|-3.60\|5.83\|5.84\|5.50\|308745;2026-06-23\|5.50\|-2.14\|5.60\|5.85\|5.43\|327909;2026-06-24\|6.05\|10.00\|5.52\|6.05\|5.52\|361836;2026-06-25\|5.61\|-7.27\|6.05\|6.10\|5.55\|490497;2026-06-26\|5.20\|-7.31\|5.62\|5.62\|5.18\|320497;2026-06-29\|5.48\|5.38\|5.24\|5.68\|5.11\|357055;2026-06-30\|5.52\|0.73\|5.46\|5.60\|5.41\|243305;2026-07-01\|5.68\|2.90\|5.52\|5.73\|5.30\|286396;2026-07-02\|6.25\|10.04\|6.05\|6.25\|5.83\|128382;2026-07-03\|6.88\|10.08\|6.43\|6.88\|6.39\|779713;2026-07-06\|7.17\|4.22\|6.63\|7.56\|6.33\|865729;2026-07-07\|6.68\|-6.83\|6.91\|7.11\|6.50\|614416;2026-07-08\|6.97\|4.34\|6.62\|7.19\|6.48\|534307;2026-07-09\|6.69\|-4.02\|6.70\|7.16\|6.51\|519315;2026-07-10\|6.75\|0.90\|6.65\|7.06\|6.47\|516861;2026-07-13\|6.80\|0.74\|6.72\|7.15\|6.71\|453215;2026-07-14\|6.82\|0.29\|6.73\|7.05\|6.50\|404542;2026-07-15\|7.50\|9.97\|6.72\|7.50\|6.64\|584345;2026-07-16\|7.48\|-0.27\|7.43\|7.84\|7.08\|909356;2026-07-17\|6.73\|-10.03\|7.31\|7.42\|6.73\|602886;2026-07-20\|6.32\|-6.09\|6.55\|6.80\|6.20\|450476;2026-07-21\|6.34\|0.32\|6.28\|6.39\|6.00\|394031;2026-07-22\|6.26\|-1.26\|6.30\|6.48\|6.24\|293969;2026-07-23\|6.35\|1.44\|6.19\|6.42\|6.16\|223238;2026-07-24\|6.10\|-3.94\|6.28\|6.34\|6.10\|184968
8997	“算电协同”首次写入政府工作报告	涨停揭秘：‘算电协同’首次写入政府工作报告，公司变压器产品广泛应用于数据中心、新能源变电站等新型电力基础设施；涨停缘由：产品覆盖AI算力中心配电系统关键环节，汉唐云智算将取得控制权，深度绑定算力基建落地主体；资金逻辑：资金聚焦国家级新基建主线，政策催化+实控人变更双重驱动，低位低估值标的获机构集中配置；风险提示：汉唐云智算控制权变更尚未完成交割，2025年营收同比微增但毛利率承压	公司的变压器产品可以应用于电网、数据中心、新能源变电站的基础建设；汉唐云智算将取得公司控制权	2026-03-17\|29.68\|-4.01\|31.15\|31.45\|29.68\|138325;2026-03-18\|32.73\|10.28\|29.71\|33.20\|29.71\|252128;2026-03-19\|31.78\|-2.90\|32.06\|32.71\|31.51\|157571;2026-03-20\|31.01\|-2.42\|31.90\|32.39\|30.96\|138593;2026-03-23\|29.70\|-4.22\|30.70\|31.58\|29.50\|140728;2026-03-24\|30.68\|3.30\|30.80\|31.10\|29.18\|122421;2026-03-25\|31.82\|3.72\|30.60\|32.16\|30.35\|158689;2026-03-26\|30.10\|-5.41\|31.69\|31.69\|29.95\|116371;2026-03-27\|29.63\|-1.56\|29.37\|30.16\|29.28\|91214;2026-03-30\|29.91\|0.94\|28.94\|29.94\|28.55\|88834;2026-03-31\|29.41\|-1.67\|29.94\|30.81\|29.16\|88606;2026-04-01\|29.62\|0.71\|29.96\|30.40\|29.29\|84198;2026-04-02\|29.88\|0.88\|29.58\|30.78\|29.35\|103425;2026-04-03\|28.58\|-4.35\|29.59\|30.03\|28.58\|97550;2026-04-07\|27.96\|-2.17\|28.80\|29.08\|27.85\|72735;2026-04-08\|29.83\|6.69\|28.76\|29.92\|28.66\|96298;2026-04-09\|29.77\|-0.20\|29.34\|30.15\|29.08\|80694;2026-04-10\|29.71\|-0.20\|30.08\|30.38\|29.65\|78917;2026-04-13\|29.78\|0.24\|29.41\|29.98\|29.00\|63388;2026-04-14\|30.40\|2.08\|30.07\|30.96\|30.04\|93043;2026-04-15\|30.18\|-0.72\|30.72\|31.09\|30.08\|121418;2026-04-16\|32.82\|8.75\|30.18\|33.55\|29.90\|255027;2026-04-17\|33.98\|3.53\|32.19\|36.85\|32.03\|345860;2026-04-20\|35.77\|5.27\|33.98\|36.77\|33.50\|286296;2026-04-21\|37.11\|3.75\|35.68\|38.44\|35.52\|251716;2026-04-22\|37.26\|0.40\|37.85\|38.79\|36.00\|262140;2026-04-23\|35.06\|-5.90\|37.27\|37.98\|34.85\|195686;2026-04-24\|34.15\|-2.60\|35.00\|35.08\|33.64\|128457;2026-04-27\|33.88\|-0.79\|34.00\|34.65\|32.93\|112441;2026-04-28\|37.19\|9.77\|35.10\|39.03\|34.70\|356787;2026-04-29\|36.17\|-2.74\|36.90\|37.27\|36.00\|171480;2026-04-30\|35.23\|-2.60\|36.20\|36.90\|35.16\|117295;2026-05-06\|36.65\|4.03\|35.90\|37.86\|35.86\|148914;2026-05-07\|36.90\|0.68\|37.09\|38.12\|36.58\|134909;2026-05-08\|36.33\|-1.54\|36.60\|36.70\|35.63\|144320;2026-05-11\|37.98\|4.54\|37.07\|39.23\|36.80\|170041;2026-05-12\|36.74\|-3.26\|37.83\|38.10\|36.31\|121672;2026-05-13\|39.40\|7.24\|36.41\|41.35\|36.41\|284623;2026-05-14\|36.62\|-7.06\|39.51\|39.88\|36.56\|227244;2026-05-15\|36.08\|-1.47\|36.63\|37.35\|35.60\|145612;2026-05-18\|37.15\|2.97\|35.91\|38.47\|35.76\|128000;2026-05-19\|38.73\|4.25\|36.76\|39.10\|36.56\|168083;2026-05-20\|41.46\|7.05\|38.48\|42.60\|38.13\|270785;2026-05-21\|40.11\|-3.26\|41.55\|43.87\|40.00\|274476;2026-05-22\|41.26\|2.87\|41.68\|42.79\|40.36\|237985;2026-05-25\|37.92\|-8.10\|40.80\|41.04\|37.31\|250952;2026-05-26\|36.58\|-3.53\|37.63\|37.83\|36.19\|148187;2026-05-27\|35.29\|-3.53\|36.68\|37.00\|34.63\|133073;2026-05-28\|35.03\|-0.74\|35.03\|36.28\|34.35\|108221;2026-05-29\|33.12\|-5.45\|35.03\|35.25\|32.60\|128990;2026-06-01\|32.79\|-1.00\|33.14\|33.90\|32.58\|91240;2026-06-02\|32.40\|-1.19\|32.99\|32.99\|31.01\|106156;2026-06-03\|32.01\|-1.20\|32.30\|32.87\|31.68\|92233;2026-06-04\|31.79\|-0.69\|31.80\|32.55\|31.22\|81586;2026-06-05\|30.60\|-3.74\|31.69\|31.76\|30.35\|99030;2026-06-08\|28.29\|-7.55\|29.22\|30.07\|27.73\|112637;2026-06-09\|28.24\|-0.04\|28.73\|28.80\|27.67\|85551;2026-06-10\|27.25\|-3.51\|27.96\|28.15\|27.01\|85092;2026-06-11\|26.67\|-2.13\|27.12\|27.66\|26.44\|86906;2026-06-12\|26.74\|0.26\|26.94\|27.30\|26.41\|80936;2026-06-15\|28.05\|4.90\|26.92\|28.06\|26.80\|82784;2026-06-16\|28.41\|1.28\|27.95\|28.84\|27.46\|88388;2026-06-17\|27.88\|-1.87\|28.00\|28.28\|27.65\|69683;2026-06-18\|27.59\|-1.04\|27.88\|28.26\|27.35\|72672;2026-06-22\|27.72\|0.47\|27.31\|27.77\|26.60\|92392;2026-06-23\|27.18\|-1.95\|28.28\|28.30\|26.95\|84112;2026-06-24\|26.89\|-1.07\|26.91\|27.25\|26.23\|63921;2026-06-25\|25.70\|-4.43\|26.83\|26.96\|25.60\|101488;2026-06-26\|24.00\|-6.61\|25.60\|25.66\|23.95\|95141;2026-06-29\|23.33\|-2.79\|23.79\|24.06\|22.93\|74882;2026-06-30\|23.49\|0.69\|23.33\|23.85\|22.83\|68042;2026-07-01\|23.81\|1.36\|23.74\|24.29\|23.12\|86384;2026-07-02\|23.93\|0.50\|23.68\|24.69\|23.54\|80141;2026-07-03\|24.66\|3.05\|24.29\|25.07\|23.88\|80670;2026-07-06\|23.80\|-3.49\|24.56\|25.44\|23.70\|81815;2026-07-07\|23.04\|-3.19\|23.57\|24.14\|22.91\|57772;2026-07-08\|22.32\|-3.12\|23.23\|23.23\|22.26\|45777;2026-07-09\|22.31\|-0.04\|22.33\|22.59\|21.25\|64224;2026-07-10\|23.64\|5.96\|22.25\|25.42\|22.25\|137240;2026-07-13\|22.08\|-6.60\|23.55\|23.90\|22.08\|83860;2026-07-14\|22.54\|2.08\|22.01\|22.56\|21.42\|73806;2026-07-15\|21.96\|-2.57\|22.50\|23.12\|21.84\|53244;2026-07-16\|22.35\|1.78\|21.60\|22.65\|21.48\|57248;2026-07-17\|20.77\|-7.07\|22.15\|22.20\|20.71\|70272;2026-07-20\|20.38\|-1.88\|20.90\|21.80\|19.90\|97249;2026-07-21\|24.46\|20.02\|22.41\|24.46\|21.20\|230598;2026-07-22\|26.47\|8.22\|25.50\|27.88\|25.38\|381740;2026-07-23\|28.40\|7.29\|26.00\|29.00\|25.55\|352131;2026-07-24\|26.63\|-6.23\|27.00\|27.80\|25.68\|272267
8996	“算电协同”首次写入政府工作报告	断路器龙头+国企改革行业原因： 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25日年报，公司主营断路器关键部件、低压断路器及刀熔开关，产品覆盖16A-8000A配电网络，是断路器行业关键部件配套研发、制造、服务能力领先企业之一。 2、据2025年4月25日年报，公司2025年计划实现营业收入6亿元，并加大新能源、轨道交通等高端市场布局，持续提升产品竞争力。 3、据2025年半年度报告，公司最终控制人为无锡市人民政府国有资产监督管理委员会。	公司主营断路器关键部件、低压断路器及刀熔开关，产品覆盖16A-8000A配电网络，是断路器行业关键部件配套研发、制造、服务能力领先企业之一	2026-03-17\|31.48\|-1.59\|31.36\|32.13\|31.30\|20052;2026-03-18\|34.63\|10.01\|31.82\|34.63\|31.25\|48690;2026-03-19\|35.98\|3.90\|34.69\|37.00\|34.29\|85755;2026-03-20\|35.07\|-2.53\|35.95\|36.37\|34.97\|52592;2026-03-23\|38.58\|10.01\|34.68\|38.58\|34.49\|105733;2026-03-24\|39.69\|2.88\|39.15\|39.98\|37.95\|99944;2026-03-25\|38.79\|-2.27\|39.30\|39.40\|37.88\|79063;2026-03-26\|41.00\|5.70\|38.41\|42.65\|38.08\|91978;2026-03-27\|40.93\|-0.17\|39.16\|42.61\|39.16\|63912;2026-03-30\|45.02\|9.99\|40.00\|45.02\|39.18\|71720;2026-03-31\|48.13\|6.91\|45.60\|48.97\|44.00\|98527;2026-04-01\|47.52\|-1.27\|47.65\|50.90\|44.42\|114192;2026-04-02\|51.10\|7.53\|46.74\|52.27\|46.41\|131732;2026-04-03\|45.99\|-10.00\|50.50\|52.00\|45.99\|98167;2026-04-07\|43.52\|-5.37\|45.63\|45.92\|42.68\|99107;2026-04-08\|42.61\|-2.09\|43.50\|44.28\|41.02\|92141;2026-04-09\|42.16\|-1.06\|42.76\|43.34\|41.70\|64004;2026-04-10\|42.54\|0.90\|42.10\|43.00\|41.70\|52381;2026-04-13\|42.85\|0.73\|42.00\|43.25\|41.88\|47898;2026-04-14\|43.86\|2.36\|43.19\|43.87\|42.27\|56303;2026-04-15\|46.16\|5.24\|43.86\|48.25\|43.50\|103401;2026-04-16\|47.53\|2.97\|46.16\|47.76\|45.23\|71000;2026-04-17\|49.81\|4.80\|47.24\|51.21\|47.20\|70417;2026-04-20\|50.21\|0.80\|50.20\|51.16\|49.01\|56550;2026-04-21\|55.23\|10.00\|50.01\|55.23\|50.00\|46584;2026-04-22\|53.93\|-2.35\|55.00\|58.88\|53.91\|146213;2026-04-23\|52.76\|-2.17\|53.87\|55.18\|51.77\|82476;2026-04-24\|58.04\|10.01\|52.01\|58.04\|52.01\|32656;2026-04-27\|58.86\|1.41\|61.17\|61.36\|56.46\|111470;2026-04-28\|59.09\|0.39\|58.86\|59.76\|57.40\|64800;2026-04-29\|59.88\|1.34\|58.50\|60.56\|58.50\|50774;2026-04-30\|54.94\|-8.25\|58.50\|60.86\|54.13\|96238;2026-05-06\|53.04\|-3.46\|56.04\|56.04\|52.18\|69965;2026-05-07\|55.72\|5.05\|52.51\|56.68\|52.15\|60212;2026-05-08\|54.01\|-3.07\|55.34\|55.68\|53.93\|39558;2026-05-11\|52.56\|-2.68\|54.01\|54.16\|52.17\|43766;2026-05-12\|51.43\|-2.15\|52.74\|52.74\|50.50\|43082;2026-05-13\|51.14\|-0.56\|51.61\|52.60\|51.05\|35320;2026-05-14\|56.25\|9.99\|51.14\|56.25\|50.37\|57139;2026-05-15\|51.90\|-7.73\|55.00\|56.25\|50.85\|77747;2026-05-18\|48.70\|-6.17\|51.55\|52.08\|48.10\|59955;2026-05-19\|49.10\|0.82\|48.90\|50.88\|46.93\|58135;2026-05-20\|49.43\|0.67\|48.09\|50.08\|47.80\|38147;2026-05-21\|48.00\|-2.89\|49.47\|51.23\|47.52\|41779;2026-05-22\|48.60\|1.25\|47.53\|48.96\|47.20\|31259;2026-05-25\|47.07\|-3.15\|48.60\|49.03\|45.00\|50548;2026-05-26\|47.16\|0.19\|46.59\|47.77\|45.10\|40306;2026-05-27\|45.72\|-3.05\|46.80\|47.71\|45.17\|28516;2026-05-28\|44.55\|-2.56\|45.21\|46.28\|43.00\|41962;2026-05-29\|42.88\|-3.75\|44.56\|45.04\|42.40\|36717;2026-06-01\|43.06\|0.42\|42.80\|43.80\|41.40\|31072;2026-06-02\|42.83\|-0.53\|43.00\|43.70\|41.94\|24792;2026-06-03\|43.62\|1.84\|42.82\|43.78\|42.14\|26635;2026-06-04\|41.64\|-4.54\|43.21\|43.89\|41.56\|32525;2026-06-05\|40.55\|-2.62\|41.55\|41.62\|39.50\|36001;2026-06-08\|38.49\|-5.08\|39.62\|40.33\|37.92\|33814;2026-06-09\|37.19\|-3.38\|38.79\|39.37\|36.88\|42445;2026-06-10\|37.78\|1.59\|36.72\|39.85\|35.80\|64227;2026-06-11\|37.24\|-1.43\|38.05\|40.90\|37.10\|63832;2026-06-12\|36.09\|-3.09\|37.78\|38.27\|35.30\|53022;2026-06-15\|36.94\|2.36\|36.14\|37.25\|35.60\|45418;2026-06-16\|37.30\|0.97\|36.78\|37.87\|35.20\|37470;2026-06-17\|36.35\|-1.65\|36.92\|37.98\|36.07\|33621;2026-06-18\|37.06\|1.95\|36.23\|37.94\|35.88\|34948;2026-06-22\|36.40\|-1.78\|36.36\|37.61\|35.49\|35295;2026-06-23\|37.28\|2.42\|36.54\|38.02\|35.95\|44496;2026-06-24\|36.30\|-2.63\|37.10\|38.70\|35.93\|53111;2026-06-25\|34.80\|-4.13\|36.21\|36.88\|34.56\|48963;2026-06-26\|33.21\|-4.57\|34.74\|34.74\|33.17\|38149;2026-06-29\|34.04\|2.50\|33.46\|34.50\|32.22\|43871;2026-06-30\|33.76\|-0.82\|33.39\|34.30\|33.14\|27450;2026-07-01\|33.43\|-0.98\|34.26\|34.49\|32.89\|28916;2026-07-02\|33.91\|1.44\|32.99\|34.99\|32.78\|37616;2026-07-03\|34.46\|1.62\|33.95\|35.10\|33.95\|26308;2026-07-06\|33.98\|-1.39\|34.01\|34.83\|33.80\|24264;2026-07-07\|31.34\|-7.77\|33.93\|34.00\|31.03\|30566;2026-07-08\|30.19\|-3.67\|31.35\|31.45\|30.06\|25283;2026-07-09\|30.50\|1.03\|30.19\|30.87\|28.98\|27730;2026-07-10\|30.84\|1.11\|30.99\|31.32\|29.80\|25707;2026-07-13\|29.74\|-3.57\|30.61\|30.83\|28.62\|28037;2026-07-14\|30.07\|1.11\|29.38\|30.13\|29.35\|28048;2026-07-15\|29.43\|-2.13\|30.10\|30.49\|29.30\|23881;2026-07-16\|29.56\|0.44\|29.11\|30.61\|28.89\|24754;2026-07-17\|27.72\|-6.22\|29.44\|29.85\|27.41\|28002;2026-07-20\|26.02\|-6.13\|27.58\|28.10\|25.51\|31499;2026-07-21\|26.18\|0.61\|26.05\|26.60\|24.11\|48304;2026-07-22\|26.01\|-0.65\|27.01\|27.02\|25.81\|31573;2026-07-23\|27.40\|5.34\|25.92\|27.50\|25.28\|40434;2026-07-24\|26.57\|-3.03\|27.38\|27.44\|26.42\|19530
8995	“算电协同”首次写入政府工作报告	可控核聚变+超导磁体+电网设备+天津国资行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2024年8月23日互动易，公司控股子公司辽宁荣信兴业电力技术有限公司参与了国际热核聚变实验堆ITER项目电力系统中无功补偿及滤波设备的设计制造；据2026年4月22日年报，公司具备超导磁体生产技术。 2、据2026年4月22日年报，公司在大功率电力电子产品方面，以高压大功率动态无功补偿装置为核心产品，在国内外市场拥有逾7000套业绩，先后参与多个国内外重大工程项目。 3、据2026年4月22日年报，公司最终控制人为天津市人民政府国有资产监督管理委员会，具备天津国资背景。	1、公司多家控股子公司涉及智能电网领域，如电气开关元件，无功补偿设备等； 2、控股子公司辽宁荣信兴业电力技术有限公司参与了位于法国的国际热核聚变试验堆（ITER）项目电力系统中无功补偿以及滤波设备的设计制造	2026-03-17\|8.15\|-5.12\|8.60\|8.66\|8.14\|739116;2026-03-18\|8.97\|10.06\|8.17\|8.97\|8.17\|642878;2026-03-19\|9.15\|2.01\|9.01\|9.44\|8.83\|1927428;2026-03-20\|8.65\|-5.46\|9.11\|9.17\|8.65\|1037070;2026-03-23\|9.06\|4.74\|8.50\|9.52\|8.33\|1485470;2026-03-24\|9.47\|4.53\|9.24\|9.51\|9.10\|1561105;2026-03-25\|9.97\|5.28\|9.29\|10.40\|9.18\|1693350;2026-03-26\|9.43\|-5.42\|9.71\|9.74\|9.31\|1066238;2026-03-27\|9.23\|-2.12\|9.10\|9.37\|8.93\|782229;2026-03-30\|8.88\|-3.79\|8.96\|9.00\|8.40\|896669;2026-03-31\|8.40\|-5.41\|8.63\|9.30\|8.36\|731615;2026-04-01\|8.29\|-1.31\|8.60\|8.76\|8.10\|731513;2026-04-02\|8.18\|-1.33\|8.18\|8.58\|8.10\|548288;2026-04-03\|7.49\|-8.44\|8.10\|8.20\|7.47\|677178;2026-04-07\|7.52\|0.40\|7.45\|7.68\|7.37\|381481;2026-04-08\|7.83\|4.12\|7.70\|7.85\|7.67\|513685;2026-04-09\|7.62\|-2.68\|7.75\|7.75\|7.55\|383486;2026-04-10\|7.68\|0.79\|7.68\|7.76\|7.60\|332876;2026-04-13\|7.67\|-0.13\|7.60\|7.69\|7.55\|274291;2026-04-14\|7.74\|0.91\|7.67\|7.78\|7.60\|316056;2026-04-15\|8.07\|4.26\|7.78\|8.24\|7.76\|826818;2026-04-16\|8.00\|-0.87\|7.92\|8.02\|7.79\|521542;2026-04-17\|7.94\|-0.75\|7.96\|8.04\|7.85\|360661;2026-04-20\|8.19\|3.15\|7.90\|8.20\|7.83\|539404;2026-04-21\|8.05\|-1.71\|8.20\|8.20\|7.96\|335387;2026-04-22\|8.15\|1.24\|8.07\|8.15\|7.99\|393454;2026-04-23\|8.10\|-0.61\|8.10\|8.30\|7.88\|424986;2026-04-24\|7.77\|-4.07\|8.01\|8.09\|7.75\|362053;2026-04-27\|7.78\|0.13\|7.71\|7.82\|7.63\|228147;2026-04-28\|7.61\|-2.19\|7.75\|7.80\|7.56\|269389;2026-04-29\|7.56\|-0.66\|7.41\|7.63\|7.38\|247387;2026-04-30\|7.44\|-1.59\|7.61\|7.69\|7.41\|278496;2026-05-06\|7.65\|2.82\|7.58\|7.70\|7.55\|305820;2026-05-07\|7.85\|2.61\|7.66\|7.86\|7.62\|322480;2026-05-08\|7.75\|-1.27\|7.80\|7.81\|7.66\|283209;2026-05-11\|7.80\|0.65\|7.84\|7.90\|7.75\|341530;2026-05-12\|7.83\|0.38\|7.79\|7.94\|7.70\|421518;2026-05-13\|7.92\|1.15\|7.81\|8.01\|7.74\|501214;2026-05-14\|7.60\|-4.04\|7.90\|8.07\|7.58\|517228;2026-05-15\|7.45\|-1.97\|7.59\|7.64\|7.40\|334162;2026-05-18\|7.42\|-0.40\|7.44\|7.49\|7.30\|230797;2026-05-19\|7.49\|0.94\|7.42\|7.49\|7.30\|242669;2026-05-20\|7.10\|-5.21\|7.45\|7.45\|7.04\|375307;2026-05-21\|6.71\|-5.49\|7.10\|7.15\|6.70\|364667;2026-05-22\|6.85\|2.09\|6.75\|6.87\|6.67\|201032;2026-05-25\|6.93\|1.17\|6.88\|7.02\|6.79\|199659;2026-05-26\|6.74\|-2.74\|6.89\|6.89\|6.64\|213783;2026-05-27\|6.70\|-0.59\|6.71\|6.83\|6.67\|195543;2026-05-28\|6.86\|2.39\|6.73\|6.89\|6.67\|250440;2026-05-29\|6.60\|-3.79\|6.85\|6.85\|6.56\|268719;2026-06-01\|6.66\|0.91\|6.53\|6.72\|6.52\|163780;2026-06-02\|6.49\|-2.55\|6.63\|6.66\|6.31\|222888;2026-06-03\|6.48\|-0.15\|6.47\|6.56\|6.43\|183799;2026-06-04\|6.33\|-2.31\|6.45\|6.48\|6.29\|175213;2026-06-05\|6.27\|-0.95\|6.29\|6.40\|6.16\|194514;2026-06-08\|6.02\|-3.99\|6.12\|6.27\|5.95\|206997;2026-06-09\|6.06\|0.66\|6.04\|6.14\|5.98\|174314;2026-06-10\|5.77\|-4.79\|5.99\|6.01\|5.68\|236995;2026-06-11\|5.63\|-2.43\|5.70\|5.78\|5.58\|206189;2026-06-12\|5.74\|1.95\|5.69\|5.79\|5.57\|293209;2026-06-15\|5.86\|2.09\|5.76\|5.87\|5.76\|150287;2026-06-16\|6.04\|3.07\|5.85\|6.10\|5.82\|272507;2026-06-17\|5.87\|-2.81\|5.98\|6.07\|5.83\|206463;2026-06-18\|5.74\|-2.21\|5.79\|5.85\|5.71\|141440;2026-06-22\|5.80\|1.05\|5.70\|5.80\|5.55\|190511;2026-06-23\|5.72\|-1.38\|5.76\|5.85\|5.67\|156141;2026-06-24\|5.60\|-2.10\|5.68\|5.71\|5.49\|180097;2026-06-25\|5.46\|-2.50\|5.60\|5.60\|5.40\|184889;2026-06-26\|5.31\|-2.75\|5.48\|5.56\|5.30\|179834;2026-06-29\|5.84\|9.98\|5.70\|5.84\|5.69\|121411;2026-06-30\|6.07\|3.94\|6.31\|6.31\|5.73\|875952;2026-07-01\|6.00\|-1.15\|6.07\|6.15\|5.89\|573601;2026-07-02\|5.78\|-3.67\|5.89\|6.12\|5.76\|431308;2026-07-03\|5.76\|-0.35\|5.73\|5.84\|5.68\|295387;2026-07-06\|5.48\|-4.86\|5.70\|5.74\|5.46\|288498;2026-07-07\|5.26\|-4.01\|5.43\|5.52\|5.22\|229492;2026-07-08\|5.13\|-2.47\|5.23\|5.28\|5.13\|192669;2026-07-09\|5.12\|0.20\|5.11\|5.15\|4.92\|202379;2026-07-10\|5.25\|2.54\|5.09\|5.38\|5.06\|254443;2026-07-13\|4.97\|-5.33\|5.18\|5.24\|4.96\|204181;2026-07-14\|5.05\|1.61\|4.95\|5.05\|4.85\|168801;2026-07-15\|5.03\|-0.40\|5.02\|5.15\|4.99\|143132;2026-07-16\|5.07\|0.80\|4.98\|5.14\|4.95\|168120;2026-07-17\|5.06\|-0.20\|5.02\|5.16\|4.98\|263052;2026-07-20\|5.19\|2.57\|5.07\|5.19\|5.00\|294324;2026-07-21\|5.16\|-0.58\|5.16\|5.20\|4.98\|272449;2026-07-22\|5.04\|-2.33\|5.11\|5.15\|5.02\|165026;2026-07-23\|5.54\|9.92\|5.01\|5.54\|5.01\|439886;2026-07-24\|5.36\|-3.25\|5.50\|5.64\|5.35\|449115
8994	“算电协同”首次写入政府工作报告	算电协同+储能+风电+电梯部件行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司立足储能产业升级趋势，探索数据中心绿色能源综合管理的储能和新能源业务，2025年与庆阳市政府、甘肃移动等签署战略协议，共同探索算电协同智能调度模式，重点开发“通信基础设施新能源化”项目。 2、据2026年4月9日年报，公司自主开发运营的承德围场355MW/920MWh共享储能电站已开始贡献容量租金和电力市场化交易收入，天津静海区储能系统集成总装工厂设计年产能达4GWh，已于2025年12月正式投产。 3、据2026年5月20日投资者关系活动记录表及2026年4月9日年报，公司承德航天天启500MW风储氢一体化多能互补示范项目规划总装机风电50万千瓦，已于2026年4月动工，一期300MW风电项目计划于本年末全容量并网。 4、据2026年4月9日年报，公司是全国生产电梯部件产品的重点骨干企业，主要产品包括扶梯部件、直梯部件和电梯金属材料，积极把握以旧换新政策机遇，力争实现电梯部件业务市占率稳步增长。	2025年3月，公司与天启鸿源一起同甘肃省庆阳市人民政府成功签署战略合作框架协议，项目建成后，储能电站将为庆阳“东数西算”产业园区的数据中心直供绿色电力，实现“算电协同”，并在保证供电可靠性的前提下，实现部分备用电源的功用，提高算力中心绿电占比，进一步降低算力中心能耗成本
8993	“算电协同”首次写入政府工作报告	电网设备+中标+储能行业原因： 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9月25日公告，公司中标国家电网2025年第五十三批、第六十批、第六十一批采购项目共11个包，金额合计约8,183.60万元，合同履行将对业绩产生积极影响。 2、据2025年4月25日年度报告，公司产品线覆盖发、输、变、配、用、调度全环节，是国内少数能提供智能电网自动化整体解决方案的厂家之一，2024年国网集招中标额6.17亿元。 3、据2025年5月15日互动易，公司可提供智慧储能综合解决方案，已在50MW/100MWh级储能项目中应用，并计划拓展新能源发电、储能等网外业务。	1、国内为数不多的智能充换电一站式解决方案服务商；已推出基于平台化、模块化、组件化设计技术特色的新一代智能充换电设备、充换电站综合监控系统、充换电运营管理平台等系列产品； 2、控股子公司卓识网安在网络安全方面的业务主要包括网络安全等级保护测评、工控系统风险评估、渗透测试、产品检测和商用密码评估等	2026-03-17\|11.37\|-3.81\|11.85\|11.95\|11.32\|342696;2026-03-18\|12.51\|10.03\|11.53\|12.51\|11.50\|374230;2026-03-19\|11.99\|-4.16\|12.45\|12.46\|11.90\|554965;2026-03-20\|11.61\|-3.17\|12.10\|12.23\|11.61\|412212;2026-03-23\|11.03\|-5.00\|11.28\|11.73\|10.91\|385233;2026-03-24\|11.48\|4.08\|11.60\|12.13\|11.12\|831416;2026-03-25\|11.56\|0.70\|11.43\|11.67\|11.31\|630774;2026-03-26\|10.84\|-6.23\|11.41\|11.43\|10.74\|502838;2026-03-27\|10.87\|0.28\|10.60\|10.95\|10.50\|293164;2026-03-30\|10.78\|-0.83\|10.66\|10.80\|10.29\|286508;2026-03-31\|10.49\|-2.69\|10.78\|10.96\|10.49\|261192;2026-04-01\|10.61\|1.14\|10.80\|10.90\|10.51\|201772;2026-04-02\|10.22\|-3.68\|10.77\|11.01\|10.10\|351458;2026-04-03\|9.75\|-4.60\|10.40\|10.41\|9.71\|279953;2026-04-07\|9.90\|1.54\|9.75\|10.00\|9.72\|222235;2026-04-08\|10.39\|4.95\|10.17\|10.40\|10.12\|233254;2026-04-09\|10.21\|-1.73\|10.31\|10.31\|10.13\|177980;2026-04-10\|10.28\|0.69\|10.27\|10.44\|10.25\|168006;2026-04-13\|10.29\|0.10\|10.21\|10.39\|10.13\|141036;2026-04-14\|10.46\|1.65\|10.36\|10.51\|10.32\|183597;2026-04-15\|10.53\|0.67\|10.46\|10.79\|10.46\|311149;2026-04-16\|10.59\|0.57\|10.49\|10.59\|10.23\|208877;2026-04-17\|10.50\|-0.85\|10.50\|10.67\|10.36\|185630;2026-04-20\|10.78\|2.67\|10.51\|10.79\|10.43\|250622;2026-04-21\|10.52\|-2.41\|10.74\|10.74\|10.36\|208624;2026-04-22\|10.49\|-0.29\|10.50\|10.55\|10.33\|189613;2026-04-23\|10.36\|-1.24\|10.45\|10.64\|10.17\|194352;2026-04-24\|10.17\|-1.83\|10.25\|10.39\|10.11\|170920;2026-04-27\|10.13\|-0.39\|10.06\|10.20\|9.90\|159930;2026-04-28\|9.95\|-1.78\|10.11\|10.12\|9.85\|167713;2026-04-29\|9.93\|-0.20\|9.85\|10.02\|9.57\|185792;2026-04-30\|9.89\|-0.40\|10.07\|10.10\|9.83\|136264;2026-05-06\|10.22\|3.34\|10.18\|10.29\|10.11\|192111;2026-05-07\|10.24\|0.20\|10.22\|10.29\|10.15\|185771;2026-05-08\|10.14\|-0.98\|10.22\|10.22\|10.07\|155684;2026-05-11\|10.18\|0.39\|10.40\|10.64\|10.16\|243193;2026-05-12\|10.12\|-0.59\|10.18\|10.28\|10.07\|196395;2026-05-13\|10.46\|3.36\|10.10\|10.63\|10.02\|397787;2026-05-14\|9.94\|-4.97\|10.52\|10.58\|9.94\|309136;2026-05-15\|9.67\|-2.72\|9.96\|10.05\|9.58\|238422;2026-05-18\|9.80\|1.34\|9.60\|9.90\|9.51\|146420;2026-05-19\|9.88\|0.82\|9.80\|9.94\|9.65\|152435;2026-05-20\|9.56\|-3.24\|9.81\|9.82\|9.43\|182191;2026-05-21\|8.97\|-6.17\|9.60\|9.62\|8.95\|237498;2026-05-22\|9.23\|2.90\|8.98\|9.28\|8.92\|146733;2026-05-25\|9.22\|-0.11\|9.24\|9.58\|9.20\|156756;2026-05-26\|8.97\|-2.71\|9.17\|9.18\|8.87\|159799;2026-05-27\|8.77\|-2.23\|8.88\|9.07\|8.71\|121713;2026-05-28\|9.01\|2.74\|8.80\|9.04\|8.75\|132491;2026-05-29\|8.68\|-3.66\|9.00\|9.01\|8.60\|142968;2026-06-01\|8.76\|0.92\|8.70\|8.90\|8.61\|111989;2026-06-02\|8.51\|-2.85\|8.72\|8.76\|8.29\|135899;2026-06-03\|8.44\|-0.82\|8.43\|8.59\|8.35\|116280;2026-06-04\|8.33\|-1.30\|8.36\|8.43\|8.25\|105128;2026-06-05\|8.27\|-0.48\|8.31\|8.43\|8.05\|149302;2026-06-08\|7.90\|-4.47\|8.06\|8.21\|7.79\|144671;2026-06-09\|7.92\|0.25\|7.98\|8.07\|7.83\|110240;2026-06-10\|7.66\|-3.28\|7.86\|7.89\|7.57\|140645;2026-06-11\|7.55\|-1.44\|7.70\|7.72\|7.49\|112551;2026-06-12\|7.64\|1.19\|7.65\|7.75\|7.52\|137990;2026-06-15\|7.89\|3.27\|7.70\|8.06\|7.70\|142511;2026-06-16\|7.96\|0.89\|7.90\|8.03\|7.75\|115529;2026-06-17\|7.63\|-4.15\|7.94\|7.98\|7.58\|137378;2026-06-18\|7.45\|-2.36\|7.59\|7.63\|7.42\|121829;2026-06-22\|7.64\|2.55\|7.46\|7.64\|7.26\|166649;2026-06-23\|7.56\|-1.05\|7.64\|7.75\|7.51\|115509;2026-06-24\|7.30\|-3.44\|7.53\|7.53\|7.18\|123831;2026-06-25\|7.10\|-2.74\|7.31\|7.32\|7.06\|133063;2026-06-26\|6.87\|-3.24\|7.10\|7.20\|6.87\|132746;2026-06-29\|6.90\|0.44\|6.82\|6.96\|6.66\|155595;2026-06-30\|6.93\|0.43\|6.88\|6.95\|6.75\|108316;2026-07-01\|7.00\|1.01\|6.87\|7.12\|6.82\|138049;2026-07-02\|6.95\|-0.71\|6.99\|7.20\|6.93\|165044;2026-07-03\|7.11\|2.30\|6.95\|7.20\|6.90\|145115;2026-07-06\|6.81\|-4.22\|7.11\|7.23\|6.80\|148795;2026-07-07\|6.64\|-2.50\|6.82\|6.88\|6.60\|106984;2026-07-08\|6.56\|-1.20\|6.64\|6.66\|6.48\|96012;2026-07-09\|6.63\|1.07\|6.55\|6.64\|6.34\|112744;2026-07-10\|6.70\|1.06\|6.63\|6.87\|6.52\|135157;2026-07-13\|6.38\|-4.78\|6.72\|6.72\|6.36\|120166;2026-07-14\|6.51\|2.04\|6.33\|6.52\|6.26\|108565;2026-07-15\|6.53\|0.31\|6.50\|6.72\|6.43\|111340;2026-07-16\|6.59\|0.92\|6.50\|6.77\|6.44\|129996;2026-07-17\|6.49\|-1.52\|6.63\|6.70\|6.42\|149689;2026-07-20\|6.44\|-0.77\|6.48\|6.69\|6.34\|171075;2026-07-21\|6.49\|0.78\|6.44\|6.53\|6.18\|199845;2026-07-22\|6.40\|-1.39\|6.50\|6.53\|6.36\|99025;2026-07-23\|7.04\|10.00\|6.43\|7.04\|6.40\|447318;2026-07-24\|6.83\|-2.98\|7.15\|7.25\|6.81\|452023
8992	“算电协同”首次写入政府工作报告	电力+综合能源+储能+一季报扭亏行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年4月29日公告，公司2026年第一季度实现营业收入9006万元，同比增长54%；归母净利润1203万元，同比扭亏为盈，主要系容量电价政策调整及储能电站投运带动收入增长。 2、据2026年5月8日投资者关系活动记录表及2026年4月15日年报，公司已建成中山独立储能电站一期，并于2026年4月经董事会审议通过二、三期投资方案；能源科技公司中标中山古镇镇150MW/300MWh独立储能电站EPC项目。 3、据2026年4月15日年报及2026年5月8日投资者关系活动记录表，公司主营业务为电力生产销售及综合能源服务，2025年综合能源服务业务收入1.37亿元，同比增长246.78%，营收占比提升至34%，成为重要增长引擎。	公司主营生产经营供电供热、从事发电厂（站）的相关技术咨询和技术服务，拥有3家全资或控股燃机发电厂	2026-03-17\|9.58\|-0.62\|9.64\|9.82\|9.56\|112776;2026-03-18\|10.54\|10.02\|9.94\|10.54\|9.91\|131235;2026-03-19\|10.60\|0.57\|10.56\|11.20\|10.32\|889075;2026-03-20\|10.40\|-1.89\|10.49\|10.78\|10.18\|632470;2026-03-23\|10.09\|-2.98\|10.28\|10.59\|9.96\|495033;2026-03-24\|10.50\|4.06\|10.14\|10.59\|9.92\|534977;2026-03-25\|10.90\|3.81\|10.48\|10.98\|10.36\|659187;2026-03-26\|11.99\|10.00\|10.50\|11.99\|10.48\|702197;2026-03-27\|12.40\|3.42\|11.99\|13.19\|11.55\|1066276;2026-03-30\|11.84\|-4.52\|12.00\|12.30\|11.17\|776575;2026-03-31\|13.02\|9.97\|11.60\|13.02\|11.38\|826064;2026-04-01\|11.85\|-8.99\|12.60\|12.80\|11.72\|792998;2026-04-02\|10.83\|-8.61\|11.46\|11.94\|10.81\|610304;2026-04-03\|9.75\|-9.97\|10.61\|10.69\|9.75\|485582;2026-04-07\|9.66\|-0.92\|9.49\|9.83\|9.30\|343117;2026-04-08\|9.89\|2.38\|9.82\|9.92\|9.70\|363935;2026-04-09\|9.51\|-3.84\|9.75\|9.75\|9.42\|344597;2026-04-10\|9.33\|-1.89\|9.52\|9.59\|9.33\|274730;2026-04-13\|9.76\|4.61\|9.22\|9.78\|9.21\|321909;2026-04-14\|9.76\|0.00\|9.76\|9.97\|9.58\|242420;2026-04-15\|9.89\|1.33\|9.80\|10.08\|9.54\|360358;2026-04-16\|10.06\|1.72\|9.89\|10.07\|9.72\|295004;2026-04-17\|11.07\|10.04\|10.07\|11.07\|10.03\|227656;2026-04-20\|10.92\|-1.35\|11.20\|11.33\|10.81\|647999;2026-04-21\|11.40\|4.40\|10.92\|11.48\|10.45\|739633;2026-04-22\|11.28\|-1.05\|11.06\|11.30\|10.93\|476950;2026-04-23\|11.58\|2.66\|11.17\|11.93\|10.63\|659110;2026-04-24\|10.78\|-6.91\|11.30\|11.30\|10.75\|405567;2026-04-27\|11.02\|2.23\|10.70\|11.10\|10.44\|333940;2026-04-28\|10.75\|-2.45\|10.90\|11.20\|10.62\|321194;2026-04-29\|10.92\|1.58\|10.75\|11.09\|10.60\|353277;2026-04-30\|10.80\|-1.10\|10.93\|10.97\|10.71\|245499;2026-05-06\|11.18\|3.52\|10.98\|11.21\|10.88\|363273;2026-05-07\|11.30\|1.07\|11.23\|11.35\|11.14\|369467;2026-05-08\|11.15\|-1.33\|11.30\|11.73\|11.06\|338865;2026-05-11\|11.18\|0.27\|11.22\|11.38\|11.11\|293673;2026-05-12\|11.70\|4.65\|11.13\|11.80\|10.90\|614293;2026-05-13\|11.61\|-0.77\|11.67\|12.12\|11.52\|638277;2026-05-14\|11.03\|-5.00\|11.53\|11.88\|11.02\|406620;2026-05-15\|10.76\|-2.45\|10.92\|11.03\|10.51\|332812;2026-05-18\|10.69\|-0.65\|10.70\|10.85\|10.51\|199212;2026-05-19\|10.89\|1.87\|10.70\|10.95\|10.43\|229854;2026-05-20\|9.87\|-9.37\|10.78\|10.78\|9.81\|351954;2026-05-21\|9.61\|-2.63\|9.82\|10.03\|9.59\|212379;2026-05-22\|9.89\|2.91\|9.70\|9.90\|9.49\|158132;2026-05-25\|10.00\|1.11\|9.90\|10.14\|9.89\|149444;2026-05-26\|9.88\|-1.20\|10.01\|10.06\|9.62\|146015;2026-05-27\|10.28\|4.05\|9.79\|10.42\|9.76\|314219;2026-05-28\|10.45\|1.65\|10.20\|10.65\|10.06\|327768;2026-05-29\|11.50\|10.05\|10.42\|11.50\|10.37\|316177;2026-06-01\|12.65\|10.00\|12.25\|12.65\|11.31\|1032596;2026-06-02\|12.01\|-5.06\|12.65\|12.94\|11.85\|935926;2026-06-03\|11.88\|-1.08\|11.73\|12.30\|11.40\|831527;2026-06-04\|11.46\|-3.54\|11.71\|11.82\|11.33\|475165;2026-06-05\|10.95\|-4.45\|11.41\|11.81\|10.85\|433038;2026-06-08\|10.35\|-5.48\|10.50\|10.96\|10.14\|306632;2026-06-09\|11.39\|10.05\|10.44\|11.39\|10.11\|382079;2026-06-10\|11.05\|-2.99\|11.29\|11.50\|10.96\|424011;2026-06-11\|11.54\|4.43\|10.91\|11.74\|10.91\|520134;2026-06-12\|11.25\|-2.51\|11.60\|11.67\|11.09\|418305;2026-06-15\|11.31\|0.53\|11.22\|11.35\|10.93\|360354;2026-06-16\|11.69\|3.36\|11.22\|11.69\|11.14\|506141;2026-06-17\|11.52\|-1.45\|11.49\|11.68\|11.00\|425572;2026-06-18\|10.37\|-9.98\|11.31\|11.31\|10.37\|478538;2026-06-22\|10.14\|-1.93\|10.10\|10.39\|9.85\|348346;2026-06-23\|9.93\|-2.07\|10.04\|10.24\|9.87\|239308;2026-06-24\|9.56\|-3.73\|9.91\|9.91\|9.29\|259775;2026-06-25\|9.16\|-4.18\|9.46\|9.46\|9.10\|240166;2026-06-26\|8.87\|-3.17\|9.10\|9.41\|8.84\|245895;2026-06-29\|8.87\|0.00\|8.80\|8.99\|8.50\|209835;2026-06-30\|8.75\|-1.35\|8.79\|8.79\|8.51\|165884;2026-07-01\|8.95\|2.29\|8.75\|9.03\|8.73\|192799;2026-07-02\|8.96\|0.11\|8.97\|9.29\|8.88\|222116;2026-07-03\|9.01\|0.56\|8.87\|9.04\|8.79\|145569;2026-07-06\|8.76\|-2.77\|8.94\|8.97\|8.74\|131570;2026-07-07\|8.25\|-5.82\|8.77\|8.83\|8.24\|168323;2026-07-08\|8.17\|-0.97\|8.25\|8.28\|8.10\|90383;2026-07-09\|8.20\|0.37\|8.12\|8.20\|7.88\|130354;2026-07-10\|8.40\|2.44\|8.15\|8.55\|8.08\|152223;2026-07-13\|8.02\|-4.52\|8.40\|8.40\|7.99\|106749;2026-07-14\|8.35\|4.11\|8.02\|8.36\|7.99\|117342;2026-07-15\|8.46\|1.32\|8.30\|8.53\|8.21\|126257;2026-07-16\|8.36\|-1.18\|8.46\|8.52\|8.33\|91998;2026-07-17\|9.20\|10.05\|8.33\|9.20\|8.27\|361241;2026-07-20\|10.12\|10.00\|9.20\|10.12\|9.00\|766363;2026-07-21\|9.62\|-4.94\|9.80\|9.99\|9.11\|580859;2026-07-22\|10.31\|7.17\|9.36\|10.40\|9.31\|636088;2026-07-23\|9.97\|-3.30\|9.82\|10.70\|9.60\|595541;2026-07-24\|8.97\|-10.03\|9.47\|9.64\|8.97\|399348
8991	“算电协同”首次写入政府工作报告	算电协同+储能+绿电直供行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月24日年报，韶关市政府已原则同意公司作为韶关集群源网荷储一体化试点实施主体，省发改委亦出具支持复函，公司正推进省、市能源主管部门及电网公司各项支持文件。 2、据2026年3月17日董事会决议并于3月18日公告，公司在韶关乐昌市设立注册资本10亿元全资孙公司，专注为韶关数据中心集群开发清洁电源，已完成选址图等前期工作。 3、据2026年2月25日公告，全资子公司新丰旭能与元碳公司签订2200万元独立储能电站合作协议，若顺利实施将对未来业绩产生积极影响。	全资子公司韶能算电公司拟在韶关乐昌市出资10亿元设立全资孙公司，落实韶关数据中心集群源网荷储一体化电源业务	2026-03-17\|6.12\|-2.86\|6.19\|6.41\|6.11\|973123;2026-03-18\|6.73\|9.97\|6.73\|6.73\|6.73\|312919;2026-03-19\|7.40\|9.96\|7.40\|7.40\|7.40\|322833;2026-03-20\|8.14\|10.00\|8.13\|8.14\|8.00\|1254237;2026-03-23\|7.33\|-9.95\|8.12\|8.50\|7.33\|3098802;2026-03-24\|8.06\|9.96\|7.50\|8.06\|7.33\|2858645;2026-03-25\|8.87\|10.05\|8.60\|8.87\|8.51\|2335394;2026-03-26\|8.07\|-9.02\|8.89\|9.00\|8.07\|3487608;2026-03-27\|7.80\|-3.35\|8.32\|8.45\|7.68\|2544071;2026-03-30\|7.34\|-5.90\|7.70\|7.79\|7.02\|2412681;2026-03-31\|6.85\|-6.68\|7.33\|7.36\|6.80\|1856013;2026-04-01\|6.86\|0.15\|6.93\|7.05\|6.73\|1376957;2026-04-02\|6.60\|-3.79\|6.85\|6.96\|6.49\|1317132;2026-04-03\|6.31\|-4.39\|6.62\|6.66\|6.28\|1042626;2026-04-07\|6.46\|2.38\|6.36\|6.53\|6.27\|802176;2026-04-08\|6.60\|2.17\|6.55\|6.60\|6.47\|939361;2026-04-09\|6.40\|-3.03\|6.49\|6.49\|6.34\|670670;2026-04-10\|6.38\|-0.31\|6.50\|6.53\|6.35\|566796;2026-04-13\|6.63\|3.92\|6.33\|6.66\|6.33\|1135178;2026-04-14\|6.61\|-0.30\|6.60\|6.75\|6.52\|864793;2026-04-15\|6.57\|-0.61\|6.62\|6.65\|6.43\|751302;2026-04-16\|6.64\|1.07\|6.57\|6.65\|6.43\|681749;2026-04-17\|6.63\|-0.15\|6.63\|6.82\|6.54\|613789;2026-04-20\|6.84\|3.17\|6.61\|6.88\|6.59\|1075948;2026-04-21\|7.11\|3.95\|6.86\|7.43\|6.60\|1979527;2026-04-22\|7.14\|0.42\|7.11\|7.32\|7.00\|1512783;2026-04-23\|7.51\|5.18\|7.16\|7.63\|6.84\|2064037;2026-04-24\|6.86\|-8.66\|7.24\|7.28\|6.80\|1640861;2026-04-27\|6.92\|0.87\|6.80\|7.05\|6.63\|1027583;2026-04-28\|6.78\|-2.02\|6.84\|6.98\|6.70\|962529;2026-04-29\|6.72\|-0.89\|6.74\|6.88\|6.60\|780076;2026-04-30\|6.57\|-2.23\|6.79\|6.80\|6.53\|767836;2026-05-06\|6.96\|5.94\|6.66\|6.97\|6.66\|966377;2026-05-07\|7.19\|3.30\|7.00\|7.38\|7.00\|1008343;2026-05-08\|7.26\|0.97\|7.16\|7.48\|7.15\|1162975;2026-05-11\|7.35\|1.24\|7.33\|7.43\|7.25\|964810;2026-05-12\|8.09\|10.07\|7.36\|8.09\|7.35\|723741;2026-05-13\|8.90\|10.01\|8.79\|8.90\|8.61\|747050;2026-05-14\|8.23\|-7.53\|9.79\|9.79\|8.15\|3628496;2026-05-15\|7.88\|-4.25\|8.17\|8.61\|7.49\|2734675;2026-05-18\|7.83\|-0.63\|7.60\|8.03\|7.60\|1635672;2026-05-19\|7.97\|1.79\|7.68\|8.07\|7.51\|1576637;2026-05-20\|7.24\|-9.16\|7.96\|7.97\|7.20\|1511866;2026-05-21\|7.26\|0.28\|7.28\|7.83\|7.20\|1190168;2026-05-22\|7.33\|0.96\|7.20\|7.45\|7.02\|915571;2026-05-25\|7.56\|3.14\|7.45\|7.62\|7.34\|967338;2026-05-26\|7.31\|-3.31\|7.43\|7.52\|7.21\|878864;2026-05-27\|8.04\|9.99\|7.28\|8.04\|7.23\|1960350;2026-05-28\|8.02\|-0.25\|8.11\|8.34\|7.75\|2424943;2026-05-29\|8.46\|5.49\|8.02\|8.63\|7.86\|2131473;2026-06-01\|8.17\|-3.43\|8.47\|8.49\|7.61\|1724840;2026-06-02\|8.99\|10.04\|8.02\|8.99\|7.74\|1647231;2026-06-03\|9.30\|3.45\|8.77\|9.89\|8.65\|3192424;2026-06-04\|8.60\|-7.53\|8.85\|9.16\|8.55\|2210719;2026-06-05\|7.97\|-7.33\|8.61\|8.98\|7.88\|1758943;2026-06-08\|7.56\|-5.14\|7.65\|8.07\|7.48\|1089436;2026-06-09\|7.64\|1.06\|7.60\|7.71\|7.23\|995579;2026-06-10\|7.08\|-7.33\|7.49\|7.49\|7.01\|958074;2026-06-11\|6.90\|-2.54\|7.02\|7.11\|6.84\|683146;2026-06-12\|6.74\|-2.32\|6.99\|7.04\|6.68\|709977;2026-06-15\|7.05\|4.60\|6.81\|7.06\|6.73\|627850;2026-06-16\|7.04\|-0.14\|7.01\|7.21\|6.97\|632280;2026-06-17\|7.08\|0.57\|7.07\|7.24\|6.83\|785654;2026-06-18\|6.61\|-6.64\|7.00\|7.07\|6.56\|921454;2026-06-22\|6.74\|1.97\|6.61\|6.75\|6.49\|610499;2026-06-23\|6.42\|-4.75\|6.70\|6.73\|6.36\|639280;2026-06-24\|6.26\|-2.49\|6.40\|6.48\|6.17\|553218;2026-06-25\|6.13\|-2.08\|6.25\|6.29\|6.07\|528206;2026-06-26\|5.91\|-3.59\|6.14\|6.27\|5.91\|656598;2026-06-29\|5.94\|0.51\|5.87\|6.02\|5.75\|510977;2026-06-30\|5.85\|-1.52\|5.90\|5.92\|5.76\|367999;2026-07-01\|6.44\|10.09\|6.44\|6.44\|6.44\|109161;2026-07-02\|7.08\|9.94\|6.92\|7.08\|6.78\|723811;2026-07-03\|6.60\|-6.78\|6.89\|6.89\|6.48\|1492012;2026-07-06\|7.19\|8.94\|6.66\|7.26\|6.54\|1754629;2026-07-07\|6.59\|-8.34\|6.90\|7.00\|6.52\|1144053;2026-07-08\|6.13\|-6.98\|6.45\|6.52\|6.11\|899804;2026-07-09\|6.21\|1.31\|6.15\|6.26\|6.02\|638269;2026-07-10\|6.43\|3.54\|6.25\|6.65\|6.16\|860545;2026-07-13\|6.31\|-1.87\|6.43\|6.58\|6.23\|652488;2026-07-14\|6.24\|-1.11\|6.29\|6.31\|6.08\|504989;2026-07-15\|6.32\|1.28\|6.25\|6.41\|6.14\|507374;2026-07-16\|6.14\|-2.85\|6.32\|6.38\|6.09\|529169;2026-07-17\|6.48\|5.54\|6.07\|6.66\|6.04\|1233777;2026-07-20\|7.05\|8.80\|6.49\|7.07\|6.40\|1517304;2026-07-21\|6.78\|-3.83\|6.79\|6.88\|6.40\|1315175;2026-07-22\|7.00\|3.24\|6.56\|7.09\|6.51\|1285596;2026-07-23\|6.91\|-1.29\|6.90\|7.12\|6.66\|1278051;2026-07-24\|6.24\|-9.70\|6.71\|6.83\|6.22\|1073497
8990	“算电协同”首次写入政府工作报告	电力+业绩减亏+广东国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月20日投资者关系活动记录，2026 年一季度，公司上网电量 283.32 亿千瓦时，同比增长 18%。同时，火电机组容量电价的提高一定程度上对冲了电力市场化竞争加剧对电价下降的不利影响，发电业务收入实现同比增长 7.58%。报告期内，公司归母净利润较去年同期亏损收窄。 2、据2025年年度报告及2026年5月20日投资者关系活动记录，目前公司在建煤电装机 200 万千瓦，预计在 2027 年投产；在建大南海、云河等气电装机约 294.2 万千瓦，其中2026 年内预计投产约 48.5 万千瓦，其余预计在 2027 年投产；在建新能源项目约 80 万千瓦。上述项目实际投产时间可能根据建设情况而有所调整。 3、据2025年年度报告，公司是广东省装机规模最大的电力上市公司，拥有省内统调机组3605.97万千瓦；公司控股股东为广东省能源集团有限公司，最终控制人为广东省国资委。	1、广东省最大的电力上市公司，拥有大型燃煤发电、LNG发电、风力发电和水力发电等多种能源项； 2、公司拟60亿元投资开发120万千瓦光伏发电项目	2026-03-17\|5.10\|-0.20\|5.15\|5.22\|5.05\|404308;2026-03-18\|5.61\|10.00\|5.61\|5.61\|5.61\|262269;2026-03-19\|6.17\|9.98\|5.92\|6.17\|5.80\|1387893;2026-03-20\|6.66\|7.94\|6.06\|6.78\|5.85\|3509967;2026-03-23\|6.16\|-7.51\|6.12\|6.65\|6.10\|2540197;2026-03-24\|6.78\|10.06\|6.17\|6.78\|5.95\|2846061;2026-03-25\|7.46\|10.03\|6.92\|7.46\|6.73\|2294053;2026-03-26\|7.49\|0.40\|7.68\|8.14\|6.83\|3802877;2026-03-27\|6.94\|-7.34\|7.11\|7.46\|6.85\|2324793;2026-03-30\|6.30\|-9.22\|6.83\|6.90\|6.25\|2079635;2026-03-31\|5.89\|-6.51\|6.13\|6.33\|5.88\|1766872;2026-04-01\|5.85\|-0.68\|5.98\|6.06\|5.77\|1334391;2026-04-02\|5.61\|-4.10\|5.77\|5.90\|5.58\|1218004;2026-04-03\|5.34\|-4.81\|5.61\|5.63\|5.32\|917009;2026-04-07\|5.47\|2.43\|5.35\|5.56\|5.31\|959087;2026-04-08\|5.57\|1.83\|5.55\|5.57\|5.46\|944829;2026-04-09\|5.41\|-2.87\|5.50\|5.50\|5.38\|670821;2026-04-10\|5.37\|-0.74\|5.45\|5.48\|5.36\|600622;2026-04-13\|5.54\|3.17\|5.33\|5.56\|5.30\|945669;2026-04-14\|5.61\|1.26\|5.58\|5.78\|5.52\|1017985;2026-04-15\|5.53\|-1.43\|5.58\|5.60\|5.46\|691115;2026-04-16\|5.58\|0.90\|5.49\|5.60\|5.44\|604856;2026-04-17\|5.71\|2.33\|5.55\|5.76\|5.54\|887653;2026-04-20\|5.81\|1.75\|5.73\|5.91\|5.69\|813842;2026-04-21\|6.39\|9.98\|5.82\|6.39\|5.69\|1170257;2026-04-22\|6.55\|2.50\|6.79\|6.90\|6.50\|2701088;2026-04-23\|7.15\|9.16\|6.42\|7.21\|6.22\|2998444;2026-04-24\|6.56\|-8.25\|6.78\|7.00\|6.54\|2346949;2026-04-27\|6.89\|5.03\|6.50\|7.07\|6.40\|2207686;2026-04-28\|7.27\|5.52\|6.70\|7.49\|6.62\|2603643;2026-04-29\|7.00\|-3.71\|7.05\|7.26\|6.92\|1943618;2026-04-30\|6.53\|-6.71\|6.96\|6.98\|6.52\|1606731;2026-05-06\|7.03\|7.66\|6.74\|7.16\|6.66\|1825716;2026-05-07\|7.27\|3.41\|7.04\|7.38\|6.99\|1994048;2026-05-08\|7.09\|-2.48\|7.18\|7.44\|7.02\|1745046;2026-05-11\|7.37\|3.95\|7.18\|7.58\|7.13\|1956034;2026-05-12\|7.38\|0.14\|7.30\|7.58\|7.00\|1866866;2026-05-13\|7.65\|3.66\|7.33\|7.90\|7.28\|2291754;2026-05-14\|7.23\|-5.49\|7.55\|8.25\|7.19\|2291173;2026-05-15\|6.90\|-4.56\|7.13\|7.20\|6.70\|1696695;2026-05-18\|6.98\|1.16\|7.00\|7.49\|6.90\|1382808;2026-05-19\|7.03\|0.72\|6.92\|7.14\|6.61\|1283965;2026-05-20\|6.45\|-8.25\|6.90\|6.90\|6.41\|1232780;2026-05-21\|6.44\|-0.15\|6.42\|6.65\|6.36\|910958;2026-05-22\|6.53\|1.40\|6.38\|6.57\|6.22\|668623;2026-05-25\|6.76\|3.52\|6.55\|6.78\|6.54\|878033;2026-05-26\|6.67\|-1.33\|6.71\|7.00\|6.46\|924634;2026-05-27\|7.34\|10.04\|6.56\|7.34\|6.52\|1758322;2026-05-28\|8.07\|9.95\|7.90\|8.07\|7.73\|1495433;2026-05-29\|8.88\|10.04\|8.77\|8.88\|8.52\|1164616;2026-06-01\|9.77\|10.02\|9.77\|9.77\|8.50\|4764889;2026-06-02\|9.13\|-6.55\|9.68\|9.75\|8.79\|4167439;2026-06-03\|9.40\|2.96\|8.99\|9.82\|8.36\|4636021;2026-06-04\|9.17\|-2.45\|9.01\|9.36\|8.70\|3261055;2026-06-05\|8.25\|-10.03\|9.17\|9.47\|8.25\|2828011;2026-06-08\|7.78\|-5.70\|7.74\|8.49\|7.71\|2098857;2026-06-09\|8.12\|4.37\|7.77\|8.14\|7.30\|2296221;2026-06-10\|7.53\|-7.27\|7.90\|7.92\|7.45\|1666412;2026-06-11\|7.55\|0.27\|7.46\|7.87\|7.36\|1372962;2026-06-12\|7.34\|-2.78\|7.57\|7.67\|7.27\|1401392;2026-06-15\|7.53\|2.59\|7.30\|7.55\|7.20\|1198128;2026-06-16\|7.71\|2.39\|7.54\|7.88\|7.46\|1539202;2026-06-17\|8.22\|6.61\|7.80\|8.48\|7.48\|2963869;2026-06-18\|7.40\|-9.98\|8.00\|8.11\|7.40\|2516483;2026-06-22\|7.44\|0.54\|7.38\|7.68\|7.10\|1881932;2026-06-23\|7.13\|-4.17\|7.20\|7.33\|7.06\|1433650;2026-06-24\|6.91\|-3.09\|7.02\|7.05\|6.72\|1362534;2026-06-25\|6.71\|-2.89\|6.81\|6.84\|6.65\|1089354;2026-06-26\|6.53\|-2.68\|6.75\|7.05\|6.51\|1635947;2026-06-29\|6.83\|4.59\|6.55\|6.99\|6.48\|1465709;2026-06-30\|6.81\|-0.29\|6.70\|6.85\|6.55\|1017489;2026-07-01\|7.15\|4.99\|6.80\|7.19\|6.77\|1478722;2026-07-02\|6.82\|-4.62\|7.18\|7.38\|6.77\|1730007;2026-07-03\|6.51\|-4.55\|6.89\|6.90\|6.48\|1190046;2026-07-06\|6.10\|-6.30\|6.44\|6.47\|6.09\|1125920;2026-07-07\|5.87\|-3.77\|6.09\|6.09\|5.86\|815079;2026-07-08\|5.74\|-2.21\|5.85\|5.94\|5.73\|613112;2026-07-09\|5.92\|3.14\|5.73\|5.93\|5.66\|774976;2026-07-10\|6.04\|2.03\|5.87\|6.18\|5.82\|924525;2026-07-13\|5.88\|-2.65\|6.04\|6.09\|5.84\|709183;2026-07-14\|5.90\|0.34\|5.90\|5.90\|5.74\|595459;2026-07-15\|5.48\|-7.12\|5.53\|5.69\|5.31\|1266367;2026-07-16\|5.29\|-3.47\|5.41\|5.45\|5.25\|791918;2026-07-17\|5.31\|0.38\|5.27\|5.59\|5.21\|1462726;2026-07-20\|5.84\|9.98\|5.26\|5.84\|5.21\|1686018;2026-07-21\|6.05\|3.95\|5.92\|6.11\|5.47\|2416300;2026-07-22\|6.46\|6.78\|5.85\|6.50\|5.80\|2370309;2026-07-23\|6.29\|-2.63\|6.27\|6.77\|6.10\|2303237;2026-07-24\|5.66\|-10.02\|6.03\|6.08\|5.66\|1399519
8989	“算电协同”首次写入政府工作报告	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917;2026-07-20\|12.82\|10.04\|11.24\|12.82\|10.49\|2820788;2026-07-21\|13.56\|5.77\|12.98\|13.99\|11.80\|3326679;2026-07-22\|14.92\|10.03\|12.98\|14.92\|12.90\|2472884;2026-07-23\|16.41\|9.99\|15.30\|16.41\|14.85\|3417801;2026-07-24\|14.77\|-9.99\|15.92\|16.41\|14.77\|2914857
8988	英伟达GTC大会于2026年3月16日-19日举办	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，是英伟达 AI 服务器 PCB 主力供应商	2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709
8987	英伟达GTC大会于2026年3月16日-19日举办	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域。	2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670
8986	英伟达GTC大会于2026年3月16日-19日举办	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	子公司目前已批量出货HDI电路板产品	2026-03-17\|33.00\|-4.01\|34.00\|34.26\|32.94\|113537;2026-03-18\|36.54\|10.73\|33.08\|38.98\|33.08\|255575;2026-03-19\|34.80\|-4.76\|35.80\|36.07\|34.26\|182356;2026-03-20\|32.93\|-5.37\|35.49\|35.76\|32.83\|156878;2026-03-23\|30.79\|-6.50\|31.01\|32.36\|30.59\|115048;2026-03-24\|33.05\|7.34\|31.69\|33.15\|31.18\|128580;2026-03-25\|33.79\|2.24\|32.97\|34.49\|32.97\|103424;2026-03-26\|33.41\|-1.12\|33.50\|34.62\|33.16\|88293;2026-03-27\|33.01\|-1.20\|32.78\|33.53\|32.30\|72577;2026-03-30\|33.07\|0.18\|32.33\|33.19\|32.06\|58097;2026-03-31\|34.50\|4.32\|33.44\|35.32\|33.06\|178145;2026-04-01\|35.42\|2.67\|35.20\|36.38\|34.26\|180024;2026-04-02\|35.49\|0.20\|34.81\|36.26\|34.77\|138567;2026-04-03\|34.61\|-2.48\|35.50\|36.23\|34.61\|121015;2026-04-07\|34.30\|-0.90\|34.17\|35.40\|34.05\|113156;2026-04-08\|36.78\|7.23\|35.06\|36.84\|34.86\|186048;2026-04-09\|38.49\|4.65\|36.00\|38.69\|35.66\|212415;2026-04-10\|37.84\|-1.69\|37.50\|38.22\|36.96\|146693;2026-04-13\|38.28\|1.16\|37.10\|38.50\|37.02\|112991;2026-04-14\|41.34\|7.99\|38.60\|41.76\|37.50\|207122;2026-04-15\|39.50\|-4.45\|41.27\|44.45\|39.20\|249999;2026-04-16\|45.45\|15.06\|39.45\|45.70\|38.80\|285796;2026-04-17\|46.40\|2.09\|44.97\|47.34\|42.77\|266171;2026-04-20\|45.04\|-2.93\|46.01\|46.65\|44.70\|154719;2026-04-21\|45.87\|1.84\|44.70\|46.72\|43.51\|166555;2026-04-22\|47.50\|3.55\|45.34\|50.95\|45.08\|220506;2026-04-23\|44.43\|-6.46\|46.61\|47.38\|44.09\|189559;2026-04-24\|42.81\|-3.65\|43.80\|44.58\|42.50\|121120;2026-04-27\|44.90\|4.88\|41.90\|46.28\|41.50\|170767;2026-04-28\|44.19\|-1.58\|44.71\|46.60\|43.77\|103561;2026-04-29\|42.25\|-4.39\|43.60\|45.15\|42.24\|120877;2026-04-30\|39.57\|-6.34\|41.30\|41.80\|39.51\|143120;2026-05-06\|40.63\|2.68\|40.14\|41.44\|39.66\|102656;2026-05-07\|42.16\|3.77\|40.51\|42.43\|39.85\|141686;2026-05-08\|31.37\|4.22\|29.80\|31.77\|29.53\|190916;2026-05-11\|30.75\|-1.98\|31.32\|31.76\|30.25\|152877;2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173;2026-07-13\|21.85\|-14.25\|25.02\|25.10\|21.81\|130154;2026-07-14\|22.32\|2.15\|21.65\|22.63\|21.29\|82031;2026-07-15\|21.40\|-4.12\|22.39\|22.56\|21.35\|62491;2026-07-16\|21.43\|0.14\|21.03\|21.98\|20.70\|61501;2026-07-17\|19.53\|-8.87\|21.20\|21.36\|19.44\|79634;2026-07-20\|17.36\|-11.11\|19.88\|19.95\|17.06\|99892;2026-07-21\|20.83\|19.99\|18.55\|20.83\|17.20\|145790;2026-07-22\|21.67\|4.03\|20.70\|23.13\|20.40\|159161;2026-07-23\|21.98\|1.43\|21.84\|22.45\|21.41\|102900;2026-07-24\|21.31\|-3.05\|21.88\|22.13\|21.30\|69733
8985	英伟达GTC大会于2026年3月16日-19日举办	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品	2026-03-17\|108.80\|-7.01\|118.33\|119.33\|108.50\|78175;2026-03-18\|119.68\|10.00\|110.45\|119.68\|109.56\|91640;2026-03-19\|115.73\|-3.30\|119.00\|120.08\|114.80\|94368;2026-03-20\|110.03\|-4.93\|116.95\|117.49\|109.79\|110693;2026-03-23\|99.03\|-10.00\|106.00\|106.00\|99.03\|108138;2026-03-24\|102.88\|3.89\|101.00\|103.38\|99.08\|75587;2026-03-25\|106.47\|3.49\|105.75\|109.60\|105.45\|79106;2026-03-26\|114.93\|7.95\|107.00\|117.12\|106.77\|187712;2026-03-27\|114.87\|-0.05\|112.58\|117.61\|110.81\|155033;2026-03-30\|117.35\|2.16\|111.00\|120.45\|111.00\|110661;2026-03-31\|116.33\|-0.87\|117.43\|122.00\|114.00\|95364;2026-04-01\|120.35\|3.46\|119.50\|124.00\|118.00\|98704;2026-04-02\|115.79\|-3.79\|120.88\|121.00\|115.00\|65891;2026-04-03\|116.90\|0.96\|116.65\|122.26\|115.60\|78305;2026-04-07\|114.20\|-2.31\|116.40\|117.80\|112.85\|73288;2026-04-08\|125.62\|10.00\|118.77\|125.62\|117.61\|88975;2026-04-09\|127.12\|1.19\|128.13\|133.70\|126.14\|141250;2026-04-10\|126.81\|-0.24\|128.00\|130.51\|125.10\|109530;2026-04-13\|132.00\|4.09\|126.62\|133.67\|126.61\|129923;2026-04-14\|133.08\|0.82\|133.20\|138.50\|130.50\|134776;2026-04-15\|127.86\|-3.92\|132.88\|133.21\|127.36\|100742;2026-04-16\|135.65\|6.09\|128.97\|136.66\|128.02\|98440;2026-04-17\|149.22\|10.00\|137.02\|149.22\|137.02\|105939;2026-04-20\|148.30\|-0.62\|151.90\|153.88\|146.24\|130231;2026-04-21\|158.30\|6.74\|148.30\|159.80\|147.80\|119000;2026-04-22\|158.52\|0.14\|158.28\|163.06\|156.48\|105070;2026-04-23\|168.38\|6.22\|160.12\|172.88\|157.00\|148424;2026-04-24\|170.60\|1.32\|171.83\|185.22\|167.80\|177282;2026-04-27\|172.20\|0.94\|174.86\|179.61\|170.00\|115582;2026-04-28\|165.11\|-4.12\|172.17\|175.00\|164.00\|119783;2026-04-29\|164.00\|-0.67\|163.01\|167.10\|159.22\|92775;2026-04-30\|163.25\|-0.46\|165.02\|169.18\|161.60\|94561;2026-05-06\|179.58\|10.00\|169.51\|179.58\|169.51\|110066;2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326;2026-07-17\|176.07\|-10.00\|193.67\|196.60\|176.07\|117961;2026-07-20\|158.46\|-10.00\|170.07\|172.91\|158.46\|118197;2026-07-21\|174.31\|10.00\|159.00\|174.31\|148.00\|129820;2026-07-22\|166.80\|-4.31\|174.32\|178.88\|166.20\|99540;2026-07-23\|160.50\|-3.78\|169.00\|172.72\|158.81\|94653;2026-07-24\|160.50\|0.00\|158.00\|165.98\|155.10\|69740
8984	英伟达GTC大会于2026年3月16日-19日举办	PCB+AI服务器电源行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据公司2025年年报，公司聚焦AI服务器电源、高频高速信号传输等新兴应用领域，大力发展高频高速板、高多层板、厚铜电源板等高端产品，高端产品收入占比持续提升。 2、据2026年4月16日年报，公司抢抓AI算力发展机遇，布局AI服务器电源PCB与高速互连产品，并拓展具身智能等领域；在汽车电子方面，围绕新能源高压平台、激光雷达、智能座舱等开发专用产品。	公司拟3.3亿元投建高端PCB定制化生产基地，产品以高性能、高可靠性的多层铝基盲孔板、阶梯槽PCB、热电分离铜基板、microled板、高多层厚铜板、多层特种线圈板、高频雷达板等高端定制化PCB产品为主	2026-03-17\|32.26\|-5.76\|34.17\|34.23\|32.20\|52338;2026-03-18\|35.49\|10.01\|32.16\|35.49\|32.16\|103041;2026-03-19\|34.72\|-2.17\|35.30\|36.46\|34.58\|125971;2026-03-20\|33.33\|-4.00\|34.89\|35.48\|33.18\|87423;2026-03-23\|30.00\|-9.99\|31.66\|32.13\|30.00\|89752;2026-03-24\|31.25\|4.17\|30.35\|31.36\|29.17\|71803;2026-03-25\|32.10\|2.72\|31.81\|32.80\|31.40\|72302;2026-03-26\|31.50\|-1.87\|32.74\|32.78\|31.40\|37527;2026-03-27\|33.24\|5.52\|31.13\|33.93\|30.46\|69534;2026-03-30\|33.30\|0.18\|32.70\|33.96\|32.60\|41438;2026-03-31\|32.67\|-1.89\|32.97\|33.79\|32.55\|27398;2026-04-01\|33.75\|3.31\|33.73\|34.33\|32.95\|36857;2026-04-02\|32.98\|-2.28\|33.30\|33.74\|32.60\|24695;2026-04-03\|31.87\|-3.37\|33.39\|33.39\|31.86\|30656;2026-04-07\|32.56\|2.17\|31.96\|33.48\|31.96\|32946;2026-04-08\|34.76\|6.76\|33.34\|34.88\|33.02\|46328;2026-04-09\|35.01\|0.72\|34.31\|35.50\|34.19\|44299;2026-04-10\|36.12\|3.17\|35.60\|36.18\|34.95\|57562;2026-04-13\|36.96\|2.33\|35.82\|37.00\|35.60\|65738;2026-04-14\|36.63\|-0.89\|36.99\|37.29\|35.90\|59012;2026-04-15\|35.86\|-2.10\|36.63\|37.16\|35.77\|45128;2026-04-16\|35.90\|0.11\|35.86\|36.86\|35.65\|54930;2026-04-17\|37.74\|5.13\|35.79\|37.99\|35.41\|91914;2026-04-20\|37.61\|-0.34\|37.74\|38.66\|36.69\|74532;2026-04-21\|37.80\|0.51\|37.27\|38.31\|37.27\|55123;2026-04-22\|38.06\|0.69\|37.58\|38.81\|37.51\|56915;2026-04-23\|37.04\|-2.68\|37.86\|38.18\|36.55\|51063;2026-04-24\|36.45\|-1.59\|36.18\|37.13\|35.88\|33176;2026-04-27\|36.93\|1.32\|36.45\|37.65\|36.45\|36454;2026-04-28\|35.01\|-5.20\|36.93\|36.93\|34.26\|57392;2026-04-29\|35.06\|0.14\|34.80\|35.65\|34.78\|31014;2026-04-30\|34.48\|-1.65\|35.08\|35.38\|34.26\|27867;2026-05-06\|35.52\|3.02\|34.70\|36.21\|34.41\|36327;2026-05-07\|37.39\|5.26\|35.65\|38.32\|35.22\|58425;2026-05-08\|38.55\|3.10\|37.12\|38.73\|36.96\|46943;2026-05-11\|39.02\|1.22\|38.90\|39.66\|38.00\|45297;2026-05-12\|38.65\|-0.95\|38.87\|39.54\|38.21\|31894;2026-05-13\|39.70\|2.72\|38.50\|40.40\|37.86\|49676;2026-05-14\|38.34\|-3.43\|40.40\|40.40\|38.13\|39568;2026-05-15\|37.48\|-2.24\|38.49\|38.80\|36.97\|33218;2026-05-18\|38.13\|1.73\|37.80\|38.62\|36.50\|31746;2026-05-19\|38.06\|-0.18\|38.00\|38.30\|36.58\|27226;2026-05-20\|38.26\|0.53\|37.81\|38.47\|37.48\|28524;2026-05-21\|36.43\|-4.78\|38.60\|39.35\|36.32\|41381;2026-05-22\|39.20\|7.60\|36.50\|39.60\|36.50\|56114;2026-05-25\|40.24\|2.65\|39.98\|41.00\|38.70\|56334;2026-05-26\|41.10\|2.14\|39.65\|41.12\|39.10\|62974;2026-05-27\|39.32\|-4.33\|40.96\|41.80\|38.65\|68679;2026-05-28\|41.11\|4.55\|39.20\|41.20\|38.60\|78538;2026-05-29\|39.93\|-2.87\|41.11\|41.97\|39.10\|87072;2026-06-01\|40.28\|0.88\|39.09\|40.98\|38.00\|71825;2026-06-02\|39.66\|-1.54\|39.88\|41.51\|39.03\|66193;2026-06-03\|38.17\|-3.76\|39.60\|40.15\|37.51\|70366;2026-06-04\|38.10\|-0.18\|37.66\|39.39\|36.88\|55692;2026-06-05\|37.20\|-2.36\|37.71\|38.56\|34.95\|62599;2026-06-08\|36.28\|-2.47\|35.25\|37.68\|35.17\|49646;2026-06-09\|36.85\|1.57\|36.88\|37.79\|36.33\|47339;2026-06-10\|35.57\|-3.47\|36.31\|37.30\|34.76\|37739;2026-06-11\|36.35\|2.19\|35.30\|37.20\|33.91\|49469;2026-06-12\|36.92\|1.57\|36.80\|37.84\|36.16\|47609;2026-06-15\|40.61\|9.99\|36.92\|40.61\|36.92\|44796;2026-06-16\|40.69\|0.20\|41.65\|41.65\|39.80\|62040;2026-06-17\|41.50\|1.99\|40.89\|42.09\|40.58\|66544;2026-06-18\|41.61\|0.27\|41.00\|42.20\|40.77\|51532;2026-06-22\|40.31\|-3.12\|41.79\|41.79\|38.85\|55580;2026-06-23\|38.39\|-4.76\|40.33\|40.33\|37.97\|44388;2026-06-24\|39.40\|2.63\|38.35\|40.07\|37.98\|55349;2026-06-25\|38.81\|-1.50\|38.92\|39.89\|38.31\|50628;2026-06-26\|38.29\|-1.34\|38.60\|39.10\|37.20\|44122;2026-06-29\|34.46\|-10.00\|38.01\|38.40\|34.46\|53150;2026-06-30\|36.16\|4.93\|33.98\|36.20\|33.39\|48193;2026-07-01\|33.56\|-5.89\|35.60\|36.36\|33.40\|49354;2026-07-02\|32.47\|-3.25\|33.01\|34.56\|31.90\|43220;2026-07-03\|32.51\|0.12\|32.79\|33.55\|32.21\|35193;2026-07-06\|31.19\|-4.06\|32.56\|32.89\|30.86\|33713;2026-07-07\|29.99\|-3.85\|31.19\|31.55\|29.70\|34072;2026-07-08\|28.85\|-3.80\|30.50\|30.51\|28.67\|25429;2026-07-09\|29.65\|2.77\|28.99\|29.78\|27.72\|31718;2026-07-10\|28.66\|-3.34\|29.64\|30.13\|28.60\|30670;2026-07-13\|26.11\|-8.90\|28.42\|28.61\|26.08\|30180;2026-07-14\|27.66\|5.94\|26.28\|27.76\|25.85\|37148;2026-07-15\|26.22\|-5.21\|27.87\|27.87\|26.12\|26973;2026-07-16\|25.56\|-2.52\|25.90\|26.75\|25.46\|27368;2026-07-17\|24.29\|-4.97\|25.40\|25.60\|23.82\|34455;2026-07-20\|22.65\|-6.75\|24.21\|24.58\|22.11\|32170;2026-07-21\|24.04\|6.14\|22.80\|24.19\|21.31\|43206;2026-07-22\|23.33\|-2.95\|23.82\|24.25\|23.20\|28894;2026-07-23\|23.72\|1.67\|23.40\|24.07\|23.26\|18356;2026-07-24\|23.33\|-1.64\|23.40\|23.95\|23.05\|15951
8983	英伟达GTC大会于2026年3月16日-19日举办	PCB+AI服务器+AIPC+分红实施行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-03-17\|46.29\|-5.72\|49.10\|49.10\|46.15\|95294;2026-03-18\|50.92\|10.00\|47.14\|50.92\|46.50\|83988;2026-03-19\|49.38\|-3.02\|50.92\|50.99\|49.10\|105696;2026-03-20\|48.25\|-2.29\|49.89\|50.50\|48.20\|101342;2026-03-23\|46.00\|-4.66\|47.00\|48.70\|45.88\|74690;2026-03-24\|47.13\|2.46\|47.87\|47.89\|45.91\|63912;2026-03-25\|48.00\|1.85\|47.87\|49.20\|47.02\|68389;2026-03-26\|47.14\|-1.79\|47.80\|48.65\|46.82\|65256;2026-03-27\|46.41\|-1.55\|46.31\|47.20\|45.17\|57997;2026-03-30\|46.75\|0.73\|45.50\|46.90\|45.21\|46203;2026-03-31\|47.84\|2.33\|46.59\|48.91\|45.80\|93932;2026-04-01\|48.09\|0.52\|47.96\|49.38\|47.68\|71363;2026-04-02\|46.92\|-2.43\|47.95\|48.03\|46.60\|46309;2026-04-03\|45.26\|-3.54\|47.02\|47.28\|45.00\|45305;2026-04-07\|45.76\|1.10\|45.58\|46.79\|45.33\|45114;2026-04-08\|49.83\|8.89\|47.00\|50.31\|46.89\|99917;2026-04-09\|49.91\|0.16\|49.00\|50.60\|48.72\|78220;2026-04-10\|50.58\|1.34\|50.15\|51.25\|50.01\|78646;2026-04-13\|51.92\|2.65\|50.08\|52.40\|49.81\|78335;2026-04-14\|52.45\|1.02\|52.00\|53.40\|51.62\|79928;2026-04-15\|50.92\|-2.92\|52.44\|53.88\|50.80\|96075;2026-04-16\|50.92\|0.00\|50.58\|51.10\|50.00\|72514;2026-04-17\|51.75\|1.63\|50.65\|52.70\|50.31\|85543;2026-04-20\|51.26\|-0.95\|51.88\|52.57\|50.90\|78305;2026-04-21\|51.10\|-0.31\|50.82\|51.69\|50.65\|46739;2026-04-22\|51.14\|0.08\|50.77\|51.75\|50.60\|56669;2026-04-23\|50.86\|-0.55\|51.57\|51.57\|49.56\|65134;2026-04-24\|49.12\|-3.42\|50.31\|51.69\|48.92\|53370;2026-04-27\|49.43\|0.63\|49.47\|50.20\|48.56\|69347;2026-04-28\|51.11\|3.40\|49.42\|52.05\|49.20\|110597;2026-04-29\|51.72\|1.19\|47.00\|51.98\|47.00\|160992;2026-04-30\|52.25\|1.02\|52.13\|53.26\|51.55\|72932;2026-05-06\|53.35\|2.11\|53.00\|54.96\|52.37\|80297;2026-05-07\|55.88\|4.74\|54.04\|56.09\|53.74\|93676;2026-05-08\|58.45\|4.60\|55.35\|59.01\|54.98\|97260;2026-05-11\|58.98\|0.91\|59.60\|59.99\|57.00\|85868;2026-05-12\|57.74\|-2.10\|58.93\|59.24\|56.95\|79765;2026-05-13\|57.57\|-0.29\|57.48\|57.74\|56.20\|63149;2026-05-14\|54.10\|-6.03\|57.86\|57.86\|54.10\|90679;2026-05-15\|51.89\|-4.08\|54.12\|54.84\|50.90\|76311;2026-05-18\|51.18\|-1.37\|51.54\|51.88\|50.40\|47800;2026-05-19\|53.31\|4.16\|50.88\|55.06\|49.05\|90249;2026-05-20\|53.86\|1.03\|53.16\|54.30\|52.20\|53341;2026-05-21\|52.53\|-2.47\|54.20\|56.57\|52.31\|92561;2026-05-22\|56.06\|6.72\|53.00\|57.37\|53.00\|94482;2026-05-25\|57.13\|1.91\|57.30\|57.94\|55.95\|81142;2026-05-26\|57.51\|0.67\|56.40\|58.56\|55.70\|73530;2026-05-27\|54.60\|-5.06\|57.00\|57.57\|53.84\|69509;2026-05-28\|54.53\|-0.13\|54.52\|55.18\|52.28\|78756;2026-05-29\|52.30\|-4.09\|54.68\|56.33\|51.77\|72252;2026-06-01\|55.45\|6.02\|53.93\|57.53\|53.00\|150208;2026-06-02\|55.45\|0.00\|55.08\|57.00\|53.72\|116758;2026-06-03\|54.06\|-2.51\|55.60\|56.48\|53.18\|94962;2026-06-04\|54.05\|-0.02\|53.10\|54.73\|52.62\|72273;2026-06-05\|52.00\|-3.79\|53.04\|53.71\|51.16\|77597;2026-06-08\|50.57\|-2.75\|48.59\|51.35\|48.08\|94637;2026-06-09\|52.28\|3.38\|50.93\|52.98\|50.45\|70754;2026-06-10\|50.01\|-4.34\|51.86\|53.23\|49.85\|72428;2026-06-11\|55.01\|10.00\|50.08\|55.01\|49.11\|79183;2026-06-12\|55.98\|1.76\|57.50\|57.75\|55.23\|97162;2026-06-15\|61.58\|10.00\|56.53\|61.58\|56.00\|75384;2026-06-16\|65.79\|6.84\|62.68\|67.40\|61.00\|149833;2026-06-17\|67.68\|2.87\|65.28\|69.77\|65.00\|120773;2026-06-18\|70.03\|3.93\|67.47\|70.66\|66.01\|97825;2026-06-22\|67.05\|-4.26\|70.01\|70.18\|65.40\|118644;2026-06-23\|67.19\|0.21\|66.50\|69.22\|64.88\|95395;2026-06-24\|66.90\|-0.43\|67.00\|68.39\|65.00\|80842;2026-06-25\|66.65\|-0.37\|66.90\|67.66\|64.80\|68957;2026-06-26\|63.96\|-4.04\|66.11\|66.25\|63.05\|59760;2026-06-29\|61.30\|-4.16\|63.96\|67.92\|59.61\|77434;2026-06-30\|63.94\|4.31\|61.20\|64.48\|60.62\|59606;2026-07-01\|63.03\|-1.42\|63.89\|66.30\|62.00\|51640;2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935
8982	谷歌来华采购液冷设备	复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829;2026-07-13\|77.50\|-5.78\|81.51\|84.06\|77.18\|395477;2026-07-14\|71.60\|-7.61\|77.11\|77.50\|68.70\|537496;2026-07-15\|70.06\|-2.15\|71.71\|72.64\|69.72\|279101;2026-07-16\|69.08\|-1.40\|68.77\|71.55\|68.07\|249939;2026-07-17\|64.36\|-6.83\|68.56\|68.80\|63.16\|358166;2026-07-20\|66.60\|3.48\|68.80\|70.62\|64.46\|422555;2026-07-21\|68.71\|3.17\|66.60\|68.73\|61.64\|462896;2026-07-22\|68.58\|-0.19\|68.00\|71.36\|67.38\|454981;2026-07-23\|67.77\|-1.18\|68.00\|70.03\|67.32\|276336;2026-07-24\|64.80\|-4.38\|65.92\|66.83\|64.80\|217611
8981	谷歌来华采购液冷设备	机器人+国企改革+铝合金部品 1、据2025年12月4日机构调研，公司生产伺服电机机壳及机器人关节臂等部件，具备机器人领域应用潜力，并将深化电力电子散热器及汽车零部件业务，积极拓展新兴市场。 2、据2025年12月4日机构调研，黄山开投领盾创业投资有限公司成为控股股东后，实控人变更为黄山市国资委；另据互动易2026年1月8日，公司正积极跟进安徽省内汽车类企业合作机会。 3、据2025年4月18日年度报告，公司主营工业精密铝合金部品及部件，产品涵盖电气自动化设备元器件、汽车轻量化及热管理系统部品，服务全球高端客户。	公司的铝合金散热器可以应用在液冷服务器中	2026-03-17\|19.44\|-3.76\|20.19\|20.39\|19.43\|47232;2026-03-18\|21.52\|10.70\|19.45\|22.09\|19.45\|155785;2026-03-19\|20.15\|-6.37\|21.10\|21.25\|20.09\|97842;2026-03-20\|19.90\|-1.24\|20.30\|20.90\|19.88\|73613;2026-03-23\|18.80\|-5.53\|19.60\|19.90\|18.63\|81221;2026-03-24\|20.12\|7.02\|19.41\|20.48\|19.35\|99336;2026-03-25\|20.15\|0.15\|20.05\|20.59\|19.98\|65904;2026-03-26\|20.11\|-0.20\|20.00\|20.28\|19.67\|54248;2026-03-27\|20.21\|0.50\|19.89\|20.58\|19.50\|59430;2026-03-30\|20.67\|2.28\|19.98\|21.00\|19.88\|95630;2026-03-31\|19.81\|-4.16\|20.67\|20.67\|19.80\|71312;2026-04-01\|20.34\|2.68\|20.30\|20.83\|20.16\|61870;2026-04-02\|20.15\|-0.93\|20.30\|20.54\|20.01\|47859;2026-04-03\|19.78\|-1.84\|20.08\|20.38\|19.75\|38831;2026-04-07\|19.68\|-0.51\|19.94\|20.00\|19.51\|33245;2026-04-08\|21.17\|7.57\|20.17\|21.17\|20.16\|72318;2026-04-09\|20.86\|-1.46\|21.04\|21.04\|20.50\|50632;2026-04-10\|21.53\|3.21\|21.04\|21.82\|20.82\|88230;2026-04-13\|22.43\|4.18\|22.01\|22.50\|21.46\|132919;2026-04-14\|22.23\|-0.89\|22.11\|22.55\|21.86\|115106;2026-04-15\|21.87\|-1.62\|22.14\|22.59\|21.80\|89358;2026-04-16\|21.69\|-0.82\|21.86\|22.00\|21.52\|61834;2026-04-17\|21.62\|-0.32\|21.59\|21.99\|21.46\|46882;2026-04-20\|22.03\|1.90\|21.70\|22.45\|21.59\|78623;2026-04-21\|23.00\|4.40\|22.10\|23.20\|21.81\|145801;2026-04-22\|22.61\|-1.70\|22.90\|22.93\|22.30\|91714;2026-04-23\|22.05\|-2.48\|22.50\|23.39\|21.86\|87835;2026-04-24\|21.59\|-2.09\|21.86\|22.03\|21.42\|62000;2026-04-27\|22.04\|2.08\|21.72\|22.13\|21.26\|55376;2026-04-28\|21.85\|-0.86\|21.87\|22.20\|21.50\|45201;2026-04-29\|22.06\|0.96\|21.76\|22.25\|21.53\|48878;2026-04-30\|21.62\|-1.99\|22.17\|22.37\|21.44\|54048;2026-05-06\|21.92\|1.39\|21.83\|22.08\|21.61\|48982;2026-05-07\|23.34\|6.48\|22.14\|23.68\|22.10\|160369;2026-05-08\|24.80\|6.26\|23.44\|24.96\|23.35\|151243;2026-05-11\|26.36\|6.29\|25.51\|28.20\|25.51\|179545;2026-05-12\|25.58\|-2.96\|26.36\|26.36\|24.91\|105086;2026-05-13\|26.04\|1.80\|26.59\|27.59\|25.81\|143340;2026-05-14\|26.40\|1.38\|24.01\|27.00\|24.01\|152814;2026-05-15\|26.19\|-0.80\|26.54\|26.98\|25.87\|107295;2026-05-18\|21.39\|-18.33\|24.00\|26.15\|21.10\|217025;2026-05-19\|21.70\|1.45\|20.65\|21.85\|20.60\|121454;2026-05-20\|21.39\|-1.43\|21.69\|22.13\|20.67\|88153;2026-05-21\|19.95\|-6.73\|21.39\|21.47\|17.11\|94100;2026-05-22\|21.29\|6.72\|20.40\|21.88\|19.97\|73865;2026-05-25\|20.70\|-2.77\|21.38\|21.48\|20.18\|63766;2026-05-26\|20.18\|-2.51\|20.73\|21.22\|19.88\|52702;2026-05-27\|19.62\|-2.77\|20.13\|20.50\|19.43\|44558;2026-05-28\|19.85\|1.17\|19.65\|20.25\|19.00\|52464;2026-05-29\|18.78\|-5.39\|19.90\|19.95\|18.69\|48422;2026-06-01\|19.41\|3.35\|18.60\|19.60\|18.60\|47110;2026-06-02\|19.36\|-0.26\|19.66\|20.06\|19.04\|43302;2026-06-03\|19.59\|1.19\|19.34\|19.92\|19.12\|46256;2026-06-04\|19.63\|0.20\|19.40\|19.79\|19.26\|30296;2026-06-05\|19.73\|0.51\|19.51\|19.90\|18.91\|44996;2026-06-08\|18.76\|-4.92\|19.20\|19.80\|18.60\|51297;2026-06-09\|18.78\|0.11\|20.44\|20.55\|18.25\|98184;2026-06-10\|18.81\|0.16\|18.46\|20.38\|18.45\|114940;2026-06-11\|18.00\|-4.31\|18.43\|18.76\|17.79\|82756;2026-06-12\|18.10\|0.56\|18.32\|18.55\|17.94\|54896;2026-06-15\|18.67\|3.15\|18.37\|18.72\|18.15\|45619;2026-06-16\|20.85\|11.68\|18.88\|21.08\|18.76\|113806;2026-06-17\|19.85\|-4.52\|20.33\|21.32\|19.52\|114330;2026-06-18\|21.62\|8.92\|19.85\|21.78\|19.64\|131196;2026-06-22\|20.86\|-3.52\|21.60\|21.99\|20.50\|106584;2026-06-23\|20.65\|-1.01\|20.95\|21.55\|20.47\|80572;2026-06-24\|20.29\|-1.74\|20.42\|20.62\|19.87\|60705;2026-06-25\|19.36\|-4.58\|20.29\|20.32\|19.15\|65446;2026-06-26\|18.60\|-3.93\|19.25\|19.25\|18.40\|51511;2026-06-29\|20.30\|9.14\|18.64\|20.98\|17.80\|107458;2026-06-30\|20.19\|-0.54\|20.60\|21.45\|20.02\|102204;2026-07-01\|20.32\|0.64\|20.77\|21.26\|19.86\|87091;2026-07-02\|19.67\|-3.20\|20.20\|20.64\|19.61\|65432;2026-07-03\|19.46\|-1.07\|19.60\|19.97\|19.39\|51908;2026-07-06\|18.28\|-6.06\|19.49\|19.50\|18.28\|59657;2026-07-07\|17.58\|-3.83\|18.15\|18.60\|17.50\|50665;2026-07-08\|17.15\|-2.45\|17.68\|17.80\|16.82\|41137;2026-07-09\|17.33\|1.05\|17.16\|17.57\|16.41\|44130;2026-07-10\|17.38\|0.29\|17.33\|17.93\|17.29\|43511;2026-07-13\|15.84\|-8.86\|17.40\|17.40\|15.79\|47552;2026-07-14\|16.20\|2.27\|16.07\|16.25\|15.50\|37636;2026-07-15\|15.97\|-1.42\|16.23\|16.49\|15.93\|29669;2026-07-16\|15.80\|-1.06\|15.68\|16.18\|15.55\|30505;2026-07-17\|14.59\|-7.66\|15.82\|15.83\|14.49\|48520;2026-07-20\|13.50\|-7.47\|14.74\|15.01\|13.15\|62340;2026-07-21\|13.98\|3.56\|13.59\|14.03\|12.25\|73160;2026-07-22\|13.68\|-2.15\|13.88\|14.17\|13.51\|39914;2026-07-23\|13.82\|1.02\|13.52\|13.87\|13.52\|27770;2026-07-24\|13.69\|-0.94\|13.76\|13.86\|13.47\|27516
8980	谷歌来华采购液冷设备	液冷服务器+业绩预增+北美算力行业原因： 1、2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。 2、集邦咨询预计2025年AI数据中心液冷渗透率由14%跃升至33%，GB200机柜放量带来规模化拐点。公司原因： 1、据2026年2月11日互动易，公司数据中心液冷业务已批量供货东南亚等海外市场，美国子公司正推进北美算力客户项目落地。 2、据2026年1月28日公告，公司预计2025年净利润2350–3050万元，同比增长146.7%–160.61%，主因大功率电力电子热管理产品收入及毛利率双升。 3、据2025年8月23日半年报，公司高功率密度装置热管理业务含数据中心液冷、储能液冷上半年收入1.37亿元，占营收32.78%，产品PUE≤1.1并已向阿里、腾讯、万国数据等批量供货。	公司为字节跳动公司提供的12U浸没液冷模组，是业内首款一体式浸没液冷产品	2026-03-17\|36.57\|-8.30\|39.42\|39.68\|36.51\|410955;2026-03-18\|41.40\|13.21\|37.94\|42.30\|37.23\|743769;2026-03-19\|40.50\|-2.17\|40.66\|41.92\|39.68\|510834;2026-03-20\|39.24\|-3.11\|40.47\|41.50\|39.14\|502842;2026-03-23\|36.70\|-6.47\|37.69\|38.94\|36.39\|367407;2026-03-24\|37.93\|3.35\|37.99\|38.35\|36.30\|384476;2026-03-25\|38.49\|1.48\|38.48\|40.30\|37.20\|415218;2026-03-26\|36.56\|-5.01\|38.15\|38.40\|36.40\|318081;2026-03-27\|35.80\|-2.08\|35.48\|36.47\|34.80\|292601;2026-03-30\|36.58\|2.18\|35.00\|37.30\|34.50\|291492;2026-03-31\|35.12\|-3.99\|36.11\|36.98\|34.94\|241450;2026-04-01\|36.33\|3.45\|36.30\|36.85\|35.66\|262958;2026-04-02\|34.21\|-5.84\|36.20\|36.27\|34.03\|243453;2026-04-03\|33.83\|-1.11\|34.50\|35.20\|33.76\|207379;2026-04-07\|33.52\|-0.92\|34.21\|34.84\|33.44\|174510;2026-04-08\|37.40\|11.58\|34.99\|37.56\|34.77\|390252;2026-04-09\|37.63\|0.61\|36.25\|38.01\|36.25\|329410;2026-04-10\|38.60\|2.58\|38.21\|40.22\|38.00\|467149;2026-04-13\|40.44\|4.77\|38.72\|40.91\|38.72\|429342;2026-04-14\|41.90\|3.61\|40.42\|43.26\|40.25\|493132;2026-04-15\|41.08\|-1.96\|41.50\|42.45\|40.80\|383630;2026-04-16\|41.95\|2.12\|40.73\|42.69\|40.68\|307001;2026-04-17\|42.60\|1.55\|41.90\|43.98\|41.49\|411873;2026-04-20\|44.97\|5.56\|43.00\|47.17\|42.75\|552454;2026-04-21\|41.92\|-6.78\|42.00\|43.00\|40.80\|577369;2026-04-22\|44.25\|5.56\|41.53\|45.00\|41.21\|511124;2026-04-23\|42.40\|-4.18\|44.22\|44.22\|42.13\|345368;2026-04-24\|41.00\|-3.30\|41.61\|42.20\|39.61\|366930;2026-04-27\|40.59\|-1.00\|41.83\|41.83\|40.32\|258503;2026-04-28\|39.19\|-3.45\|40.50\|40.71\|39.00\|225102;2026-04-29\|39.00\|-0.48\|38.81\|39.99\|38.68\|222936;2026-04-30\|38.45\|-1.41\|39.07\|39.32\|37.79\|224293;2026-05-06\|40.48\|5.28\|39.88\|41.36\|39.88\|346838;2026-05-07\|44.50\|9.93\|40.62\|45.16\|40.62\|554104;2026-05-08\|43.77\|-1.64\|43.16\|44.28\|42.91\|348389;2026-05-11\|44.37\|1.37\|44.20\|44.98\|43.18\|425801;2026-05-12\|43.74\|-1.42\|45.16\|45.20\|43.14\|313700;2026-05-13\|46.40\|6.08\|42.95\|46.40\|42.65\|566973;2026-05-14\|43.60\|-6.03\|46.40\|46.90\|43.53\|489637;2026-05-15\|43.13\|-1.08\|44.46\|45.35\|42.63\|386754;2026-05-18\|43.98\|1.97\|42.81\|45.08\|42.46\|352045;2026-05-19\|45.91\|4.39\|43.03\|45.94\|42.42\|442413;2026-05-20\|47.53\|3.53\|45.01\|48.04\|44.93\|585160;2026-05-21\|43.14\|-9.24\|47.39\|47.39\|43.00\|552833;2026-05-22\|45.31\|5.03\|43.71\|45.60\|42.85\|365951;2026-05-25\|46.33\|2.25\|45.91\|47.54\|44.89\|449746;2026-05-26\|43.85\|-5.35\|46.40\|46.44\|43.37\|375154;2026-05-27\|40.92\|-6.68\|43.02\|43.58\|40.28\|396970;2026-05-28\|42.01\|2.66\|40.89\|42.58\|40.23\|291627;2026-05-29\|38.20\|-9.07\|42.35\|43.35\|37.70\|401402;2026-06-01\|36.64\|-4.08\|38.60\|38.64\|36.00\|263542;2026-06-02\|36.90\|0.71\|36.52\|37.28\|35.08\|243455;2026-06-03\|37.00\|0.27\|36.70\|38.17\|36.37\|279246;2026-06-04\|38.25\|3.57\|36.42\|38.56\|36.18\|282745;2026-06-05\|36.73\|-3.97\|37.55\|37.93\|35.98\|253918;2026-06-08\|34.00\|-7.43\|35.10\|35.49\|33.56\|249152;2026-06-09\|36.09\|6.15\|34.68\|36.30\|34.10\|252579;2026-06-10\|34.81\|-3.55\|35.74\|35.90\|34.56\|192370;2026-06-11\|34.40\|-1.18\|34.71\|34.98\|33.75\|164650;2026-06-12\|34.16\|-0.70\|35.16\|35.68\|34.07\|170798;2026-06-15\|37.71\|10.39\|34.66\|37.99\|34.66\|278241;2026-06-16\|38.73\|2.70\|37.86\|38.96\|37.41\|261916;2026-06-17\|38.58\|-0.39\|38.36\|39.03\|37.89\|221228;2026-06-18\|38.86\|0.73\|38.68\|39.58\|38.39\|214108;2026-06-22\|38.73\|-0.33\|39.10\|39.55\|37.22\|307564;2026-06-23\|40.94\|5.71\|46.00\|46.46\|40.44\|588026;2026-06-24\|42.47\|3.74\|40.19\|43.90\|38.70\|518358;2026-06-25\|42.86\|0.92\|42.60\|45.19\|42.30\|506840;2026-06-26\|40.16\|-6.30\|42.20\|42.65\|40.04\|373850;2026-06-29\|37.11\|-7.59\|40.25\|40.55\|36.18\|360054;2026-06-30\|38.70\|4.28\|37.77\|39.15\|36.58\|259673;2026-07-01\|37.25\|-3.75\|38.70\|39.70\|37.05\|289632;2026-07-02\|36.15\|-2.95\|36.00\|37.90\|35.46\|246882;2026-07-03\|36.60\|1.24\|36.00\|37.95\|35.71\|241458;2026-07-06\|40.30\|10.11\|36.72\|43.43\|36.68\|599486;2026-07-07\|38.48\|-4.52\|39.90\|41.05\|38.30\|299830;2026-07-08\|37.71\|-2.00\|38.99\|40.10\|37.57\|352788;2026-07-09\|39.09\|3.66\|38.16\|39.50\|36.00\|395267;2026-07-10\|38.60\|-1.25\|38.88\|40.87\|38.30\|386960;2026-07-13\|34.78\|-9.90\|38.02\|39.97\|34.29\|326951;2026-07-14\|35.50\|2.07\|34.49\|36.48\|32.69\|281574;2026-07-15\|33.21\|-6.45\|35.15\|35.65\|33.09\|215500;2026-07-16\|33.08\|-0.39\|32.55\|34.26\|31.21\|195019;2026-07-17\|28.63\|-13.45\|32.79\|32.79\|28.40\|265146;2026-07-20\|26.16\|-8.63\|29.85\|29.85\|25.40\|266522;2026-07-21\|27.73\|6.00\|26.45\|27.78\|23.20\|298378;2026-07-22\|28.17\|1.59\|27.20\|29.80\|27.01\|293153;2026-07-23\|27.80\|-1.31\|28.42\|29.38\|27.35\|207336;2026-07-24\|27.01\|-2.84\|27.38\|27.95\|26.80\|124232
8979	谷歌来华采购液冷设备	东数西算+液冷服务器+业绩预增 1、2026年1月26日公告，公司预计2025年归母净利润2500–3700万元，同比扭亏为盈，主因精密散热产品订单及海外收入大幅增长。 2、2025年9月12日互动易，公司响应“东数西算”战略，已为八大算力枢纽提供设备，订单约4亿元，并承建12000P智算中心机电总包。 3、2026年1月29日投资者关系活动记录表，公司拥有液冷全栈解决方案，服务阿里、字节等头部客户，境外收入2025年上半年同比增60.31%。	公司已成功完成浸没式液冷产品的开发，并在中东地区成功投运首台套 NetLiq200 2.0 液冷升级版产品	2026-03-17\|16.66\|-6.82\|17.88\|17.90\|16.55\|347652;2026-03-18\|18.91\|13.51\|16.83\|19.24\|16.83\|807336;2026-03-19\|18.40\|-2.70\|18.48\|19.03\|18.26\|480723;2026-03-20\|17.68\|-3.91\|18.43\|18.72\|17.60\|332639;2026-03-23\|16.61\|-6.05\|17.34\|17.88\|16.43\|351786;2026-03-24\|17.01\|2.41\|17.00\|17.33\|16.13\|400106;2026-03-25\|17.60\|3.47\|17.08\|18.26\|17.08\|422343;2026-03-26\|16.45\|-6.53\|17.44\|17.58\|16.34\|329273;2026-03-27\|16.38\|-0.43\|15.97\|16.65\|15.73\|243243;2026-03-30\|16.80\|2.56\|16.00\|16.93\|15.63\|284536;2026-03-31\|16.11\|-4.11\|16.65\|16.92\|16.09\|216302;2026-04-01\|16.58\|2.92\|16.60\|17.13\|16.37\|278061;2026-04-02\|15.46\|-6.76\|16.42\|16.46\|15.29\|321779;2026-04-03\|15.35\|-0.71\|15.58\|15.74\|15.21\|228385;2026-04-07\|15.20\|-0.98\|15.35\|15.61\|15.11\|183458;2026-04-08\|16.96\|11.58\|15.80\|17.05\|15.77\|456312;2026-04-09\|17.04\|0.47\|16.81\|17.12\|16.60\|295271;2026-04-10\|16.87\|-1.00\|17.17\|17.50\|16.86\|281950;2026-04-13\|17.26\|2.31\|16.75\|17.65\|16.73\|294755;2026-04-14\|17.83\|3.30\|17.51\|18.09\|17.51\|334122;2026-04-15\|17.34\|-2.75\|17.68\|17.86\|17.28\|249644;2026-04-16\|18.10\|4.38\|17.34\|18.25\|17.34\|379152;2026-04-17\|17.85\|-1.38\|17.82\|18.19\|17.66\|295798;2026-04-20\|18.48\|3.53\|17.97\|18.50\|17.72\|500273;2026-04-21\|18.11\|-2.00\|17.81\|18.19\|17.62\|357952;2026-04-22\|18.26\|0.83\|17.99\|18.32\|17.46\|385979;2026-04-23\|17.99\|-1.48\|18.11\|18.45\|17.81\|318715;2026-04-24\|17.65\|-1.89\|17.90\|18.08\|17.32\|236481;2026-04-27\|17.58\|-0.40\|17.79\|17.84\|17.20\|201106;2026-04-28\|17.63\|0.28\|17.41\|17.97\|17.18\|313387;2026-04-29\|17.56\|-0.40\|17.47\|17.93\|17.35\|240059;2026-04-30\|17.56\|0.00\|17.40\|17.75\|16.56\|334553;2026-05-06\|18.01\|2.56\|17.76\|18.24\|17.70\|371851;2026-05-07\|18.48\|2.61\|18.19\|18.48\|18.06\|456556;2026-05-08\|18.45\|-0.16\|18.20\|18.56\|18.00\|349541;2026-05-11\|18.41\|-0.22\|18.67\|18.76\|18.23\|363177;2026-05-12\|18.82\|2.23\|18.30\|19.35\|18.30\|612309;2026-05-13\|19.46\|3.40\|18.41\|19.53\|18.41\|612001;2026-05-14\|19.01\|-2.31\|20.20\|20.98\|19.01\|813926;2026-05-15\|18.43\|-3.05\|19.09\|19.22\|18.22\|486416;2026-05-18\|18.52\|0.49\|18.14\|19.10\|18.14\|289814;2026-05-19\|18.75\|1.24\|18.33\|18.84\|17.92\|283873;2026-05-20\|19.03\|1.49\|18.58\|19.40\|18.46\|413802;2026-05-21\|17.41\|-8.51\|19.10\|19.20\|17.38\|550472;2026-05-22\|18.01\|3.45\|17.59\|18.10\|17.32\|314942;2026-05-25\|17.37\|-3.55\|18.13\|18.29\|17.16\|294616;2026-05-26\|16.64\|-4.20\|17.17\|17.25\|16.20\|261274;2026-05-27\|16.04\|-3.61\|16.59\|16.92\|15.91\|216364;2026-05-28\|16.06\|0.12\|16.13\|16.28\|15.62\|194021;2026-05-29\|15.02\|-6.48\|16.11\|16.24\|14.90\|238437;2026-06-01\|14.90\|-0.80\|15.08\|15.36\|14.88\|146498;2026-06-02\|14.67\|-1.54\|14.92\|15.08\|14.24\|186589;2026-06-03\|15.78\|7.57\|15.71\|16.78\|15.36\|569724;2026-06-04\|15.79\|0.06\|15.61\|16.15\|15.55\|292513;2026-06-05\|15.88\|0.57\|15.61\|16.39\|15.46\|312552;2026-06-08\|14.63\|-7.87\|15.31\|15.59\|14.51\|259178;2026-06-09\|15.30\|4.58\|14.81\|15.34\|14.65\|212434;2026-06-10\|14.79\|-3.33\|15.19\|15.49\|14.67\|185274;2026-06-11\|14.36\|-2.91\|14.60\|14.83\|14.25\|156890;2026-06-12\|14.76\|2.79\|14.70\|14.85\|14.54\|162208;2026-06-15\|15.40\|4.34\|14.88\|15.45\|14.80\|188898;2026-06-16\|17.12\|11.17\|15.82\|17.44\|15.82\|533968;2026-06-17\|17.41\|1.69\|16.75\|17.48\|16.68\|365068;2026-06-18\|17.36\|-0.29\|17.35\|18.01\|17.32\|299968;2026-06-22\|17.17\|-1.09\|17.43\|17.63\|16.75\|271100;2026-06-23\|16.98\|-1.11\|17.26\|18.15\|16.86\|381163;2026-06-24\|16.92\|-0.35\|17.14\|17.15\|16.32\|262258;2026-06-25\|16.45\|-2.78\|16.93\|17.40\|16.34\|257383;2026-06-26\|15.52\|-5.65\|16.30\|16.30\|15.45\|252453;2026-06-29\|14.81\|-4.57\|15.38\|15.79\|14.60\|210445;2026-06-30\|15.40\|3.98\|14.89\|15.64\|14.55\|186668;2026-07-01\|15.21\|-1.23\|15.41\|15.72\|15.04\|216120;2026-07-02\|14.59\|-4.08\|14.97\|15.24\|14.55\|206022;2026-07-03\|14.82\|1.58\|14.67\|15.28\|14.55\|176968;2026-07-06\|15.78\|6.48\|14.85\|16.56\|14.70\|383796;2026-07-07\|14.85\|-5.89\|15.78\|15.78\|14.75\|257216;2026-07-08\|15.24\|2.63\|14.95\|15.39\|14.60\|234636;2026-07-09\|16.04\|5.25\|15.42\|16.39\|14.60\|344299;2026-07-10\|16.91\|5.42\|15.83\|17.74\|15.75\|565938;2026-07-13\|15.80\|-6.56\|16.70\|17.18\|15.73\|300749;2026-07-14\|15.75\|-0.32\|15.97\|16.30\|14.83\|287265;2026-07-15\|15.27\|-3.05\|15.80\|16.05\|15.08\|201721;2026-07-16\|15.42\|0.98\|15.00\|15.57\|14.80\|231109;2026-07-17\|13.30\|-13.75\|15.27\|15.33\|13.22\|378239;2026-07-20\|12.55\|-5.64\|13.54\|13.88\|12.09\|297260;2026-07-21\|12.95\|3.19\|12.54\|12.95\|11.41\|297699;2026-07-22\|12.82\|-1.00\|12.66\|13.37\|12.63\|222327;2026-07-23\|12.60\|-1.72\|12.81\|13.20\|12.43\|183277;2026-07-24\|12.09\|-4.05\|12.32\|12.48\|12.07\|116456
8978	谷歌来华采购液冷设备	液冷服务器+机器人概念行业原因：据中国证券报3月18日报道，英伟达GTC 2026发布Feynman芯片，首次将光通信引入芯片间互联，可降低AI数据中心通信能耗70%以上。东吴证券分析师欧子兴指出，未来光互联将由多元网络连接场景共同驱动，行业整体市场空间有望维持高速扩张态势。公司原因： 1、据2026年1月22日投资者关系活动记录表，公司目前已经完成对东莞铝宝的并表。东莞铝宝目前主要通过奇宏等向N客户和G客户等供应液冷散热模组精密结构件，市场空间较大，供货份额较高；另一方面，公司与境外和境内头部AI服务器厂商在液冷测试线体、测试设备方面的合作逐渐深入。除了原有的H客户等之外，目前已开始向境外N客户和境内其他头部厂商供应液冷测试线体。 2、据2026年1月26日互动易，华为、英伟达、谷歌等均是公司液冷散热产品的直接或间接客户。 3、据2025年11月7日互动易，公司与湖南超能机器人技术有限公司共同出资成立强瑞超能（深圳）机器人技术有限公司，经营范围包括智能机器人以及人工智能研发、销售等。	公司的液冷产品，主要用于液冷机柜服务器的性能测试，正在与中兴通讯、浪潮、中航光电等客户拓展进一步的合作	2026-03-17\|108.35\|-3.18\|112.51\|114.00\|108.13\|37098;2026-03-18\|130.02\|20.00\|108.22\|130.02\|107.25\|141574;2026-03-19\|135.25\|4.02\|128.10\|136.98\|126.23\|150075;2026-03-20\|132.60\|-1.96\|135.25\|141.50\|130.60\|123347;2026-03-23\|125.95\|-5.02\|126.38\|131.00\|118.25\|118109;2026-03-24\|133.92\|6.33\|126.00\|133.92\|121.40\|109429;2026-03-25\|139.42\|4.11\|132.59\|144.50\|127.11\|135444;2026-03-26\|141.50\|1.49\|136.08\|145.17\|133.01\|106221;2026-03-27\|137.40\|-2.90\|136.00\|143.85\|135.08\|92775;2026-03-30\|135.53\|-1.36\|133.58\|141.41\|131.83\|69397;2026-03-31\|148.03\|9.22\|138.01\|156.78\|138.01\|143177;2026-04-01\|153.33\|3.58\|150.99\|159.88\|147.72\|104658;2026-04-02\|150.50\|-1.85\|152.85\|158.00\|149.36\|68564;2026-04-03\|155.00\|2.99\|155.03\|164.10\|150.00\|71040;2026-04-07\|147.19\|-5.04\|155.02\|156.00\|144.80\|69736;2026-04-08\|159.24\|8.19\|153.19\|159.88\|150.02\|86027;2026-04-09\|163.33\|2.57\|158.91\|168.20\|154.61\|71374;2026-04-10\|166.75\|2.09\|164.21\|169.88\|161.00\|68007;2026-04-13\|163.68\|-1.84\|164.26\|178.00\|162.10\|73889;2026-04-14\|173.14\|5.78\|161.00\|173.22\|161.00\|70983;2026-04-15\|177.86\|2.73\|176.96\|188.75\|173.20\|80493;2026-04-16\|190.07\|6.86\|183.60\|198.40\|181.12\|85037;2026-04-17\|183.59\|-3.41\|187.13\|189.00\|180.02\|72197;2026-04-20\|184.88\|0.70\|186.04\|192.27\|181.50\|77707;2026-04-21\|177.39\|-4.05\|176.16\|187.95\|176.01\|75202;2026-04-22\|187.50\|5.70\|175.39\|192.00\|169.10\|95861;2026-04-23\|181.50\|-3.20\|187.00\|187.00\|179.00\|64734;2026-04-24\|189.05\|4.16\|180.11\|192.84\|177.00\|86715;2026-04-27\|181.39\|-4.05\|188.00\|191.65\|174.52\|80389;2026-04-28\|180.46\|-0.51\|181.41\|190.45\|178.31\|66699;2026-04-29\|184.00\|1.96\|177.08\|189.86\|177.08\|65348;2026-04-30\|178.31\|-3.09\|184.88\|187.50\|175.00\|67591;2026-05-06\|190.01\|6.56\|182.01\|195.00\|182.00\|82631;2026-05-07\|204.05\|7.39\|190.50\|206.96\|178.66\|93928;2026-05-08\|191.75\|-6.03\|199.12\|199.87\|191.50\|70975;2026-05-11\|189.00\|-1.43\|194.31\|195.00\|182.61\|65297;2026-05-12\|185.60\|-1.80\|188.80\|190.68\|183.33\|42792;2026-05-13\|200.87\|8.23\|183.57\|201.88\|180.50\|85619;2026-05-14\|199.45\|-0.71\|200.80\|206.50\|196.98\|54209;2026-05-15\|207.82\|4.20\|206.01\|215.49\|204.10\|77331;2026-05-18\|190.45\|-8.36\|204.95\|205.00\|183.01\|97809;2026-05-19\|137.55\|1.54\|134.19\|139.68\|128.69\|88588;2026-05-20\|137.02\|-0.39\|136.73\|141.00\|132.60\|77654;2026-05-21\|132.35\|-3.41\|137.02\|142.68\|131.00\|85341;2026-05-22\|137.49\|3.88\|132.33\|139.79\|129.33\|83474;2026-05-25\|138.58\|0.79\|137.04\|142.00\|136.00\|59908;2026-05-26\|131.33\|-5.23\|138.80\|139.10\|129.71\|70863;2026-05-27\|124.99\|-4.83\|132.40\|134.00\|123.96\|85524;2026-05-28\|128.44\|2.76\|126.80\|128.88\|125.00\|54715;2026-05-29\|123.78\|-3.63\|129.00\|131.50\|122.58\|51854;2026-06-01\|128.01\|3.42\|125.29\|135.53\|124.49\|68047;2026-06-02\|140.06\|9.41\|129.00\|143.66\|126.50\|98588;2026-06-03\|136.70\|-2.40\|140.37\|146.00\|133.58\|94167;2026-06-04\|139.22\|1.84\|137.99\|143.98\|135.53\|73016;2026-06-05\|145.98\|4.86\|137.18\|158.00\|135.58\|138584;2026-06-08\|153.16\|4.92\|138.10\|159.50\|138.10\|124106;2026-06-09\|165.89\|8.31\|152.58\|166.84\|149.18\|138266;2026-06-10\|166.08\|0.11\|162.58\|175.99\|155.68\|142226;2026-06-11\|167.52\|0.87\|168.03\|173.80\|162.39\|119279;2026-06-12\|163.89\|-2.17\|173.10\|173.88\|162.01\|97401;2026-06-15\|176.20\|7.51\|168.01\|181.36\|168.01\|117553;2026-06-16\|185.00\|4.99\|185.00\|191.80\|181.00\|83919;2026-06-17\|177.50\|-4.05\|183.61\|187.00\|174.11\|100409;2026-06-18\|188.20\|6.03\|176.99\|189.80\|175.13\|86022;2026-06-22\|176.84\|-6.04\|184.90\|185.00\|172.01\|116371;2026-06-23\|156.68\|-11.40\|185.00\|186.00\|155.09\|129419;2026-06-24\|153.48\|-2.04\|155.24\|155.95\|150.00\|72860;2026-06-25\|151.21\|-1.48\|153.98\|156.30\|150.10\|69169;2026-06-26\|155.50\|2.84\|151.67\|164.11\|148.60\|104818;2026-06-29\|146.05\|-6.08\|153.00\|155.04\|141.70\|78505;2026-06-30\|155.90\|6.74\|149.71\|157.26\|146.17\|59385;2026-07-01\|155.78\|-0.08\|153.11\|162.00\|153.11\|56947;2026-07-02\|148.98\|-4.37\|150.01\|157.88\|147.50\|52702;2026-07-03\|151.81\|1.90\|148.00\|157.60\|148.00\|45120;2026-07-06\|150.51\|-0.86\|149.35\|158.84\|147.90\|55134;2026-07-07\|145.96\|-3.02\|150.54\|154.80\|143.41\|51525;2026-07-08\|139.01\|-4.76\|147.01\|149.50\|138.88\|42020;2026-07-09\|142.52\|2.52\|141.51\|143.88\|132.61\|64937;2026-07-10\|146.10\|2.51\|142.82\|153.80\|140.12\|65884;2026-07-13\|130.98\|-10.35\|145.60\|148.50\|129.50\|53487;2026-07-14\|136.00\|3.83\|131.11\|136.60\|125.50\|43325;2026-07-15\|131.23\|-3.51\|137.76\|140.70\|130.52\|36087;2026-07-16\|125.33\|-4.50\|130.00\|132.25\|123.01\|36553;2026-07-17\|110.50\|-11.83\|124.48\|126.00\|109.00\|58205;2026-07-20\|99.89\|-9.60\|114.50\|115.14\|96.80\|67259;2026-07-21\|107.28\|7.40\|101.00\|107.48\|87.19\|72454;2026-07-22\|105.00\|-2.13\|105.00\|110.99\|103.00\|48667;2026-07-23\|104.97\|-0.03\|105.00\|108.60\|101.73\|41056;2026-07-24\|101.43\|-3.37\|103.50\|105.48\|100.08\|31065
8977	谷歌来华采购液冷设备	3D打印+商业航天+液冷服务器+铝挤压模具行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据中泰证券2026年6月22日研报，公司参股九宇建木，设立控股子公司江宇科技，深度布局DED技术方案，能形成“3D打印+精加工+热处理”的闭环交付能力；据2026年5月12日业绩说明会，公司计划依托模具与精密制造根基，布局3D打印技术，切入新兴领域赛道。 2、据2026年3月3日异常波动公告，公司较少部分产品间接应用于商业航天领域，2025年间接应用于商业航天板块营收约25万元，占比极低。 3、2025年9月26日互动易：江宇科技为公司55%控股的子公司，成立于25年9月19日，目前主要从事用于服务器液冷相关的3D打印产品的研发工作，目前已有部分样品。 4、据2026年5月12日业绩说明会，公司已成为国内铝型材挤压模具及挤压配套设备行业的领先企业，具备“模具+设备+精密零部件”一站式协同优势，2025年实现外销收入3.88亿元，同比增长37.86%。	2025-04上市	2026-03-17\|127.03\|-3.78\|134.39\|136.47\|127.00\|14792;2026-03-18\|139.73\|10.00\|129.94\|139.73\|125.89\|22105;2026-03-19\|146.66\|4.96\|138.13\|153.00\|138.13\|35142;2026-03-20\|144.28\|-1.62\|145.19\|157.66\|142.20\|33878;2026-03-23\|132.50\|-8.16\|143.52\|148.28\|130.20\|25960;2026-03-24\|133.90\|1.06\|136.93\|141.00\|128.50\|28098;2026-03-25\|147.29\|10.00\|136.16\|147.29\|136.16\|14692;2026-03-26\|149.89\|1.77\|150.29\|157.75\|147.50\|36464;2026-03-27\|149.18\|-0.47\|149.86\|152.46\|142.88\|25855;2026-03-30\|164.10\|10.00\|146.55\|164.10\|146.00\|25785;2026-03-31\|166.65\|1.55\|166.40\|180.18\|164.12\|44247;2026-04-01\|179.97\|7.99\|171.00\|183.00\|168.01\|35038;2026-04-02\|168.60\|-6.32\|178.00\|178.00\|168.00\|29112;2026-04-03\|162.14\|-3.83\|172.81\|173.37\|156.60\|28717;2026-04-07\|164.00\|1.15\|163.89\|165.29\|158.20\|23060;2026-04-08\|172.98\|5.48\|166.38\|179.55\|166.00\|30568;2026-04-09\|171.70\|-0.74\|166.32\|172.50\|160.00\|21755;2026-04-10\|168.29\|-1.99\|169.10\|176.61\|166.00\|19950;2026-04-13\|160.08\|-4.88\|165.24\|167.96\|158.05\|24935;2026-04-14\|168.70\|5.38\|160.79\|173.30\|156.12\|33171;2026-04-15\|173.71\|2.97\|168.59\|181.87\|165.65\|34149;2026-04-16\|176.00\|1.32\|173.63\|177.38\|169.22\|22462;2026-04-17\|193.60\|10.00\|177.60\|193.60\|174.24\|27215;2026-04-20\|212.96\|10.00\|194.88\|212.96\|188.01\|29177;2026-04-21\|213.62\|0.31\|215.00\|220.00\|202.97\|31783;2026-04-22\|211.04\|-1.21\|209.05\|221.98\|208.08\|23893;2026-04-23\|205.94\|-2.42\|204.02\|211.00\|201.00\|21048;2026-04-24\|198.99\|-3.37\|204.48\|206.66\|191.63\|20613;2026-04-27\|202.11\|1.57\|198.40\|203.50\|195.51\|15958;2026-04-28\|194.40\|-3.81\|193.00\|198.56\|187.96\|20473;2026-04-29\|206.00\|5.97\|194.41\|206.56\|194.41\|23417;2026-04-30\|204.67\|-0.65\|201.10\|216.20\|195.00\|21627;2026-05-06\|203.50\|-0.57\|205.31\|210.98\|200.00\|21062;2026-05-07\|210.90\|3.64\|204.01\|210.90\|196.67\|21087;2026-05-08\|217.27\|3.02\|205.62\|217.44\|203.38\|21987;2026-05-11\|206.10\|-5.14\|225.00\|225.00\|205.00\|22778;2026-05-12\|190.50\|-7.57\|206.09\|207.00\|186.03\|24087;2026-05-13\|197.99\|3.93\|188.01\|200.00\|186.68\|16252;2026-05-14\|187.69\|-5.20\|196.00\|197.10\|187.50\|15904;2026-05-15\|177.48\|-5.44\|186.01\|187.64\|175.41\|18648;2026-05-18\|178.07\|0.33\|177.48\|183.39\|176.53\|13553;2026-05-19\|171.70\|-3.58\|177.48\|178.49\|163.25\|23275;2026-05-20\|172.50\|0.47\|170.00\|173.97\|169.01\|10659;2026-05-21\|164.82\|-4.45\|174.50\|174.66\|164.00\|12754;2026-05-22\|168.32\|2.12\|166.66\|169.85\|164.32\|9624;2026-05-25\|170.00\|1.00\|171.69\|173.00\|166.00\|10354;2026-05-26\|159.85\|-5.97\|171.69\|171.69\|157.10\|17336;2026-05-27\|160.62\|0.48\|159.90\|162.50\|154.47\|14178;2026-05-28\|162.70\|1.29\|159.04\|165.38\|158.18\|9985;2026-05-29\|110.12\|-5.01\|116.00\|116.10\|109.00\|14516;2026-06-01\|106.12\|-3.63\|110.00\|111.00\|105.05\|21417;2026-06-02\|103.75\|-2.23\|106.27\|107.25\|102.07\|16127;2026-06-03\|105.07\|1.27\|103.83\|107.34\|102.22\|20364;2026-06-04\|105.65\|0.55\|104.00\|106.98\|103.24\|13054;2026-06-05\|116.22\|10.00\|105.13\|116.22\|102.59\|26062;2026-06-08\|123.81\|6.53\|114.07\|123.86\|112.12\|60969;2026-06-09\|117.65\|-4.98\|119.60\|119.80\|113.00\|44095;2026-06-10\|106.62\|-9.38\|112.79\|114.87\|105.89\|32002;2026-06-11\|109.18\|2.40\|104.00\|110.10\|102.00\|24173;2026-06-12\|109.02\|-0.15\|109.93\|116.00\|105.00\|36208;2026-06-15\|109.84\|0.75\|107.99\|109.91\|106.00\|21480;2026-06-16\|112.79\|2.69\|110.47\|117.60\|110.47\|34633;2026-06-17\|114.06\|1.13\|110.94\|118.80\|110.00\|31263;2026-06-18\|117.17\|2.73\|112.61\|118.32\|112.23\|30508;2026-06-22\|107.01\|-8.67\|117.00\|117.00\|105.45\|37405;2026-06-23\|103.69\|-3.10\|108.57\|108.57\|102.11\|21677;2026-06-24\|106.29\|2.51\|102.67\|108.00\|100.00\|25724;2026-06-25\|104.88\|-1.33\|105.26\|109.28\|102.99\|21619;2026-06-26\|115.37\|10.00\|104.88\|115.37\|101.20\|39723;2026-06-29\|114.75\|-0.54\|118.51\|120.25\|111.60\|39959;2026-06-30\|116.29\|1.34\|118.20\|119.12\|113.50\|38256;2026-07-01\|119.99\|3.18\|116.39\|121.16\|115.28\|38161;2026-07-02\|113.83\|-5.13\|117.83\|122.02\|113.83\|29578;2026-07-03\|125.21\|10.00\|113.21\|125.21\|113.21\|52522;2026-07-06\|115.19\|-8.00\|127.00\|132.23\|114.60\|60989;2026-07-07\|106.80\|-7.28\|112.00\|114.83\|104.19\|39564;2026-07-08\|100.40\|-5.99\|107.10\|107.87\|100.38\|24410;2026-07-09\|99.06\|-1.33\|100.41\|102.14\|93.00\|36091;2026-07-10\|103.90\|4.89\|98.98\|108.97\|97.68\|54320;2026-07-13\|93.51\|-10.00\|102.65\|102.65\|93.51\|18965;2026-07-14\|84.16\|-10.00\|89.00\|90.00\|84.16\|24189;2026-07-15\|83.73\|-0.51\|83.64\|85.60\|82.00\|23080;2026-07-16\|79.60\|-4.93\|82.16\|83.98\|79.20\|25538;2026-07-17\|74.47\|-6.44\|79.60\|80.39\|72.60\|21014;2026-07-20\|67.02\|-10.00\|75.58\|76.70\|67.02\|23023;2026-07-21\|70.12\|4.63\|65.85\|70.34\|60.60\|30242;2026-07-22\|68.46\|-2.37\|69.18\|71.34\|67.80\|22848;2026-07-23\|69.10\|0.93\|68.27\|70.86\|67.50\|25972;2026-07-24\|67.10\|-2.89\|67.86\|69.35\|66.16\|15347
8976	谷歌来华采购液冷设备	液冷+机器人+换热器+国企行业原因：据央视财经4月7日报道，在需求激增之下，多家液冷生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年2月2日机构调研纪要，公司换热装备已对接英维克等头部温控企业，子公司无锡微研进入北美维谛液冷供应链，为维谛唯一非本土模具供应商，母公司近期获加拿大液冷项目千万美元级订单。 2、据2026年2月2日机构调研纪要，公司成立新质事业部，布局机器人丝杠、空心杯等成形装备，工艺结合冲压、MIM、3D打印技术，并拟用并购方式加速拓展。 3、据2025年年度报告，公司主营换热器装备与精密压力机，微通道技术批量用于汽车热管理及数据中心散热，客户包括比亚迪、美的、通用等，2026年销售收入目标10亿元以上，同比增长20%-30%以上。 4、据国企改革概念资料，公司最终控制人为宁波国资委，属地方国有企业。	宁波市国资委旗下，主要业务为换热器装备和精密压力机；子公司无锡微研和维谛技术的合作主要是公司高端换热器模具及相关精密零部件	2026-03-17\|12.11\|-4.95\|12.88\|12.92\|12.11\|174730;2026-03-18\|13.32\|9.99\|12.25\|13.32\|12.23\|532251;2026-03-19\|13.09\|-1.73\|13.14\|13.62\|13.06\|470292;2026-03-20\|12.68\|-3.13\|13.20\|13.40\|12.68\|332940;2026-03-23\|12.11\|-4.50\|12.40\|12.80\|12.03\|253305;2026-03-24\|12.48\|3.06\|12.43\|12.56\|11.82\|219559;2026-03-25\|12.69\|1.68\|12.54\|13.04\|12.54\|245632;2026-03-26\|11.88\|-6.38\|12.69\|12.69\|11.85\|254906;2026-03-27\|12.13\|2.10\|11.72\|12.28\|11.42\|216004;2026-03-30\|12.24\|0.91\|11.88\|12.45\|11.88\|155637;2026-03-31\|11.87\|-3.02\|12.30\|12.60\|11.87\|166342;2026-04-01\|12.18\|2.61\|12.28\|12.59\|12.05\|216739;2026-04-02\|12.20\|0.16\|12.20\|12.37\|11.90\|180006;2026-04-03\|11.62\|-4.75\|12.13\|12.19\|11.61\|193213;2026-04-07\|11.54\|-0.69\|11.57\|11.86\|11.47\|118100;2026-04-08\|12.29\|6.50\|11.88\|12.31\|11.78\|204931;2026-04-09\|12.22\|-0.57\|12.22\|12.30\|11.96\|120229;2026-04-10\|13.44\|9.98\|12.29\|13.44\|12.29\|467296;2026-04-13\|13.41\|-0.22\|13.53\|13.57\|13.15\|522200;2026-04-14\|13.61\|1.49\|13.46\|13.63\|13.37\|379917;2026-04-15\|13.36\|-1.84\|13.70\|13.75\|13.29\|262084;2026-04-16\|13.58\|1.65\|13.46\|13.80\|13.22\|323968;2026-04-17\|13.75\|1.25\|13.62\|13.83\|13.46\|289819;2026-04-20\|13.87\|0.87\|13.80\|14.27\|13.60\|414490;2026-04-21\|13.49\|-2.74\|13.57\|13.78\|13.40\|303801;2026-04-22\|13.87\|2.82\|13.44\|13.92\|13.27\|266616;2026-04-23\|13.56\|-2.23\|13.80\|13.85\|13.31\|205410;2026-04-24\|13.37\|-1.40\|13.47\|13.58\|13.02\|173459;2026-04-27\|13.45\|0.60\|13.28\|13.57\|13.26\|124007;2026-04-28\|12.94\|-3.79\|13.30\|13.32\|12.86\|146547;2026-04-29\|12.30\|-4.95\|11.94\|12.46\|11.69\|380629;2026-04-30\|11.94\|-2.93\|12.30\|12.34\|11.93\|180350;2026-05-06\|12.40\|3.85\|12.00\|12.74\|12.00\|198865;2026-05-07\|12.77\|2.98\|12.55\|13.04\|12.22\|211353;2026-05-08\|12.64\|-1.02\|12.79\|13.00\|12.59\|145087;2026-05-11\|12.47\|-1.34\|12.74\|12.87\|12.30\|185846;2026-05-12\|12.20\|-2.17\|12.54\|12.60\|12.08\|131077;2026-05-13\|12.58\|3.11\|12.10\|12.90\|12.03\|208746;2026-05-14\|11.83\|-5.96\|12.55\|12.60\|11.81\|265629;2026-05-15\|11.88\|0.42\|11.89\|12.18\|11.61\|183603;2026-05-18\|11.94\|0.51\|11.83\|12.02\|11.67\|133521;2026-05-19\|12.55\|5.11\|12.00\|12.65\|11.82\|326288;2026-05-20\|12.75\|1.59\|12.58\|12.81\|12.22\|206502;2026-05-21\|11.88\|-6.82\|12.74\|12.89\|11.82\|229512;2026-05-22\|12.18\|2.53\|12.08\|12.28\|11.83\|140136;2026-05-25\|11.95\|-1.89\|12.19\|12.33\|11.72\|167919;2026-05-26\|11.50\|-3.77\|11.90\|12.04\|11.27\|187772;2026-05-27\|10.85\|-5.65\|11.50\|11.50\|10.76\|193407;2026-05-28\|11.20\|3.23\|10.85\|11.42\|10.77\|171100;2026-05-29\|10.50\|-6.25\|11.09\|11.19\|10.37\|162815;2026-06-01\|10.49\|-0.10\|10.50\|10.67\|10.31\|92240;2026-06-02\|10.31\|-1.72\|10.55\|10.61\|10.12\|85670;2026-06-03\|10.32\|0.10\|10.30\|10.54\|10.15\|90041;2026-06-04\|10.24\|-0.78\|10.30\|10.35\|10.11\|81784;2026-06-05\|10.50\|2.54\|10.24\|10.84\|9.98\|165297;2026-06-08\|10.16\|-3.24\|10.20\|10.50\|10.00\|110228;2026-06-09\|10.40\|2.36\|10.30\|10.42\|10.16\|87649;2026-06-10\|10.00\|-3.85\|10.35\|10.35\|9.82\|119164;2026-06-11\|9.92\|-0.80\|9.91\|9.98\|9.70\|74353;2026-06-12\|9.82\|-1.01\|10.02\|10.23\|9.78\|80927;2026-06-15\|10.13\|3.16\|9.85\|10.14\|9.85\|80334;2026-06-16\|10.70\|5.63\|10.13\|10.98\|9.93\|202877;2026-06-17\|10.37\|-3.08\|10.41\|10.84\|10.29\|148156;2026-06-18\|10.53\|1.54\|10.30\|10.56\|10.20\|109018;2026-06-22\|10.39\|0.29\|10.44\|10.51\|10.01\|126976;2026-06-23\|10.34\|-0.48\|11.19\|11.19\|10.20\|228700;2026-06-24\|10.35\|0.10\|10.21\|10.48\|9.90\|158809;2026-06-25\|10.13\|-2.13\|10.28\|10.64\|10.06\|135039;2026-06-26\|9.69\|-4.34\|10.05\|10.08\|9.54\|163965;2026-06-29\|9.50\|-1.96\|9.68\|10.30\|9.25\|161670;2026-06-30\|10.06\|5.89\|9.66\|10.32\|9.57\|164988;2026-07-01\|10.00\|-0.60\|10.10\|10.19\|9.89\|124830;2026-07-02\|10.00\|0.00\|9.95\|10.40\|9.90\|145983;2026-07-03\|10.24\|2.40\|10.00\|10.42\|9.91\|138663;2026-07-06\|10.06\|-1.76\|10.20\|10.49\|10.03\|124629;2026-07-07\|9.67\|-3.88\|10.08\|10.11\|9.63\|98323;2026-07-08\|9.39\|-2.90\|9.60\|9.70\|9.28\|80765;2026-07-09\|9.31\|-0.85\|9.39\|9.45\|8.86\|124297;2026-07-10\|9.34\|0.32\|9.43\|9.64\|9.26\|91187;2026-07-13\|8.60\|-7.92\|9.40\|9.40\|8.60\|128240;2026-07-14\|8.67\|0.81\|8.51\|8.68\|8.32\|81799;2026-07-15\|8.90\|2.65\|8.65\|8.98\|8.51\|86962;2026-07-16\|9.00\|1.12\|8.90\|9.33\|8.75\|112587;2026-07-17\|8.73\|-3.00\|9.00\|9.02\|8.43\|109499;2026-07-20\|8.44\|-3.32\|8.83\|8.84\|8.32\|87141;2026-07-21\|8.52\|0.95\|8.41\|8.60\|7.91\|107657;2026-07-22\|8.44\|-0.94\|8.50\|8.59\|8.35\|61136;2026-07-23\|8.67\|2.73\|8.40\|8.84\|8.38\|77134;2026-07-24\|8.37\|-3.46\|8.60\|8.60\|8.37\|48149
8975	谷歌来华采购液冷设备	液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-03-17\|24.79\|-6.63\|27.00\|27.95\|24.41\|170170;2026-03-18\|27.27\|10.00\|24.60\|27.27\|24.60\|138673;2026-03-19\|26.32\|-3.48\|27.00\|27.60\|25.75\|147687;2026-03-20\|25.22\|-4.18\|26.06\|26.23\|25.18\|82865;2026-03-23\|24.30\|-3.65\|25.05\|26.39\|23.81\|86760;2026-03-24\|25.00\|2.88\|24.50\|25.10\|24.01\|70044;2026-03-25\|25.65\|2.60\|25.01\|26.72\|24.88\|86777;2026-03-26\|28.22\|10.02\|26.00\|28.22\|25.90\|83193;2026-03-27\|27.78\|-1.56\|27.94\|28.13\|26.70\|144679;2026-03-30\|29.61\|6.59\|27.50\|29.69\|27.09\|160411;2026-03-31\|29.10\|-1.72\|29.00\|30.61\|28.12\|174743;2026-04-01\|30.93\|6.29\|29.85\|31.61\|29.20\|173480;2026-04-02\|30.51\|-1.36\|30.70\|31.13\|30.10\|99632;2026-04-03\|29.13\|-4.52\|30.25\|31.61\|29.12\|149106;2026-04-07\|28.53\|-2.06\|29.29\|29.30\|28.19\|104677;2026-04-08\|30.91\|8.34\|29.00\|31.38\|28.53\|174233;2026-04-09\|31.50\|1.91\|33.04\|33.34\|31.11\|163910;2026-04-10\|32.25\|2.38\|31.98\|33.07\|31.00\|110067;2026-04-13\|35.48\|10.02\|32.00\|35.48\|31.36\|137480;2026-04-14\|37.36\|5.30\|35.50\|38.17\|35.00\|183163;2026-04-15\|35.59\|-4.74\|36.79\|36.86\|34.83\|185917;2026-04-16\|35.65\|0.17\|35.97\|36.79\|34.85\|135437;2026-04-17\|39.22\|10.01\|35.51\|39.22\|34.33\|155661;2026-04-20\|43.14\|9.99\|39.30\|43.14\|39.30\|178634;2026-04-21\|47.45\|9.99\|44.00\|47.45\|43.55\|129661;2026-04-22\|52.20\|10.01\|49.60\|52.20\|49.00\|200073;2026-04-23\|54.77\|4.92\|55.00\|57.42\|52.02\|266435;2026-04-24\|57.28\|4.58\|51.27\|58.00\|51.27\|223741;2026-04-27\|55.53\|-3.06\|55.95\|57.00\|54.40\|143490;2026-04-28\|55.21\|-0.58\|56.21\|58.25\|54.69\|128701;2026-04-29\|55.06\|-0.27\|56.31\|56.90\|54.75\|121389;2026-04-30\|53.20\|-3.38\|54.00\|54.95\|52.10\|112294;2026-05-06\|49.82\|-6.35\|53.55\|53.78\|49.65\|162807;2026-05-07\|50.15\|0.66\|49.76\|50.80\|47.99\|144737;2026-05-08\|48.36\|-3.57\|49.65\|50.50\|47.98\|118371;2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870;2026-07-17\|42.12\|-10.00\|46.80\|46.99\|42.12\|107186;2026-07-20\|37.91\|-10.00\|42.34\|43.20\|37.91\|112809;2026-07-21\|39.46\|4.09\|38.41\|39.66\|34.12\|209703;2026-07-22\|39.13\|-0.84\|39.30\|41.22\|38.50\|135238;2026-07-23\|38.17\|-2.45\|39.82\|41.55\|37.96\|97161;2026-07-24\|37.00\|-3.07\|37.53\|38.99\|36.70\|80231

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