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
8974	谷歌来华采购液冷设备	液冷泵+算力温控+泵业龙头行业原因：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29日机构调研，公司液冷泵产品实现全场景覆盖，其中1kW-10kW储能液冷电子屏蔽泵国内市场份额位居行业前列，已规模化批量发货；10kW以上重点布局数据中心22-37kW大功率电子屏蔽泵，目前处于与客户沟通、联合迭代阶段。 2、据2025年年报，公司液冷温控业务2025年实现营收约1.56亿元，同比增长超过60%，屏蔽液冷泵在算力服务领域实现新场景突破，并配合相关客户开展产品测试、送样及认证工作。 3、据2025年年报，公司是国内同行业公司中产品品类较为齐全、市场布局较为全面的泵业企业，旗下拥有“大元”、“新沪”、“雷客”等品牌，同时在民用水泵、家庭用泵及工商业领域进行三大市场布局。	公司表示已完成在储能及数据机房液冷领域的产品储备，已开始小批量接受客户订单，公司与华为、中兴在IDC温控领域推进屏蔽齿轮泵项目	2026-03-17\|44.28\|-8.30\|49.00\|49.39\|44.08\|157491;2026-03-18\|48.71\|10.00\|45.40\|48.71\|45.07\|101998;2026-03-19\|49.45\|1.52\|48.54\|51.66\|48.02\|259315;2026-03-20\|47.15\|-4.65\|50.04\|50.50\|47.00\|160988;2026-03-23\|43.00\|-8.80\|46.14\|46.68\|42.58\|142950;2026-03-24\|43.53\|1.23\|44.10\|44.73\|42.14\|103458;2026-03-25\|44.12\|1.36\|44.41\|45.99\|43.38\|114157;2026-03-26\|44.60\|1.09\|42.89\|47.50\|40.28\|216024;2026-03-27\|44.34\|-0.58\|43.59\|45.31\|42.19\|125452;2026-03-30\|44.57\|0.52\|43.57\|45.55\|42.80\|90510;2026-03-31\|40.32\|-9.54\|44.29\|44.89\|40.12\|176135;2026-04-01\|41.99\|4.14\|41.54\|42.92\|40.81\|110235;2026-04-02\|41.25\|-1.76\|41.66\|42.47\|40.27\|98686;2026-04-03\|43.19\|4.70\|41.20\|45.38\|41.15\|216494;2026-04-07\|44.76\|3.64\|43.20\|45.85\|42.96\|179522;2026-04-08\|49.24\|10.01\|45.21\|49.24\|45.21\|187519;2026-04-09\|54.16\|9.99\|48.88\|54.16\|48.09\|291444;2026-04-10\|55.11\|1.75\|53.00\|58.69\|52.86\|342658;2026-04-13\|55.89\|1.42\|54.79\|57.60\|54.72\|217783;2026-04-14\|56.07\|0.32\|55.89\|57.51\|55.02\|212011;2026-04-15\|57.88\|3.23\|55.90\|58.29\|54.00\|232329;2026-04-16\|56.28\|-2.76\|57.20\|59.18\|56.07\|174353;2026-04-17\|55.86\|-0.75\|56.27\|57.01\|55.00\|168037;2026-04-20\|58.60\|4.91\|55.89\|61.18\|55.86\|244646;2026-04-21\|54.33\|-7.29\|54.00\|55.56\|52.88\|210370;2026-04-22\|53.67\|-1.21\|54.98\|55.59\|51.44\|172359;2026-04-23\|52.58\|-2.03\|53.78\|55.43\|52.20\|112143;2026-04-24\|50.82\|-3.35\|52.98\|53.50\|49.79\|104507;2026-04-27\|51.05\|0.45\|50.79\|52.49\|50.02\|106852;2026-04-28\|48.78\|-4.45\|50.53\|50.99\|48.40\|79562;2026-04-29\|51.20\|4.96\|46.96\|52.89\|46.87\|129210;2026-04-30\|50.58\|-1.21\|50.89\|51.50\|49.95\|72642;2026-05-06\|51.24\|1.30\|50.90\|51.93\|50.74\|117226;2026-05-07\|54.15\|5.68\|51.55\|54.80\|51.49\|144210;2026-05-08\|54.95\|1.48\|53.01\|56.40\|52.16\|152645;2026-05-11\|60.45\|10.01\|57.12\|60.45\|57.10\|111060;2026-05-12\|60.52\|0.12\|62.00\|63.00\|58.30\|247331;2026-05-13\|61.43\|1.50\|60.27\|61.99\|58.58\|147247;2026-05-14\|58.01\|-5.57\|60.88\|61.00\|58.00\|110469;2026-05-15\|61.80\|6.53\|58.49\|63.81\|58.49\|172281;2026-05-18\|60.80\|-1.62\|60.23\|62.67\|58.20\|146984;2026-05-19\|63.66\|4.70\|61.00\|64.62\|59.78\|192835;2026-05-20\|66.50\|4.46\|62.97\|67.56\|61.26\|181516;2026-05-21\|59.85\|-10.00\|65.20\|66.00\|59.85\|224646;2026-05-22\|65.04\|8.67\|58.65\|65.50\|58.65\|213380;2026-05-25\|61.17\|-5.95\|65.00\|65.32\|60.76\|134018;2026-05-26\|55.47\|-9.32\|61.00\|61.01\|55.05\|163930;2026-05-27\|53.00\|-4.45\|55.66\|56.27\|52.51\|101170;2026-05-28\|58.30\|10.00\|53.79\|58.30\|52.94\|75404;2026-05-29\|54.78\|-6.04\|58.50\|59.18\|54.45\|147090;2026-06-01\|58.55\|6.88\|54.52\|60.26\|52.60\|209987;2026-06-02\|59.75\|2.05\|60.70\|61.86\|56.10\|223396;2026-06-03\|56.43\|-5.56\|58.00\|61.16\|55.88\|177774;2026-06-04\|57.73\|2.30\|55.00\|59.36\|54.61\|132648;2026-06-05\|54.38\|-5.80\|56.22\|57.00\|53.88\|116092;2026-06-08\|51.93\|-4.15\|50.50\|53.96\|50.49\|71522;2026-06-09\|53.50\|3.02\|52.05\|54.17\|51.31\|87877;2026-06-10\|48.15\|-10.00\|52.07\|52.60\|48.15\|123897;2026-06-11\|46.69\|-3.03\|46.84\|48.26\|46.00\|80772;2026-06-12\|46.90\|0.45\|47.56\|48.18\|46.78\|67354;2026-06-15\|50.49\|7.65\|48.30\|51.59\|48.01\|151477;2026-06-16\|54.67\|8.28\|51.10\|54.96\|50.68\|138086;2026-06-17\|53.09\|-2.89\|53.56\|54.86\|52.60\|97502;2026-06-18\|56.06\|5.59\|53.10\|56.85\|53.00\|142060;2026-06-22\|61.67\|10.01\|56.06\|61.67\|52.01\|279576;2026-06-23\|67.84\|10.00\|67.84\|67.84\|67.84\|75088;2026-06-24\|73.70\|8.64\|69.30\|74.50\|66.00\|333470;2026-06-25\|71.92\|-2.42\|72.73\|77.49\|71.27\|262545;2026-06-26\|74.22\|3.20\|71.00\|76.49\|68.98\|209982;2026-06-29\|70.40\|-5.15\|71.45\|75.50\|68.37\|158477;2026-06-30\|75.76\|7.61\|68.85\|76.58\|68.58\|144243;2026-07-01\|72.78\|-3.93\|75.41\|79.07\|72.41\|107454;2026-07-02\|74.07\|1.77\|70.00\|80.06\|70.00\|137722;2026-07-03\|71.99\|-2.81\|75.00\|76.97\|71.95\|139702;2026-07-06\|79.19\|10.00\|70.31\|79.19\|70.31\|157978;2026-07-07\|74.18\|-6.33\|82.00\|84.66\|72.80\|211139;2026-07-08\|70.11\|-5.49\|74.20\|77.62\|70.00\|169044;2026-07-09\|77.12\|10.00\|69.82\|77.12\|68.55\|161096;2026-07-10\|77.53\|0.53\|77.12\|80.14\|76.35\|161480;2026-07-13\|74.45\|-3.97\|75.00\|81.99\|73.74\|155408;2026-07-14\|78.28\|5.14\|71.52\|81.40\|71.52\|197136;2026-07-15\|77.00\|-1.64\|78.00\|81.10\|70.45\|222846;2026-07-16\|79.50\|3.25\|74.67\|83.97\|71.08\|177430;2026-07-17\|76.35\|-3.96\|79.27\|86.62\|73.40\|237340;2026-07-20\|68.72\|-9.99\|76.00\|79.86\|68.72\|197015;2026-07-21\|65.15\|-5.20\|61.85\|66.98\|61.85\|236923;2026-07-22\|62.82\|-3.58\|62.10\|68.00\|62.00\|176947;2026-07-23\|61.50\|-2.10\|62.04\|68.20\|59.60\|200150;2026-07-24\|58.86\|-4.29\|59.30\|61.87\|56.75\|140326
8973	谷歌来华采购液冷设备	液冷+算力+东数西算行业原因： 1、据环球时报，谷歌公司近日派出团队，来中国大陆地区考察液冷设备，并就采购事宜与相关企业进行会谈。 2、国泰海通证券研报指出，2025年可视为数据中心液冷的“落地元年”，算力密度物理极限与能效考核刚性约束两条曲线在同一时间窗口内交汇。公司原因： 1、据2026年3月16日公司官微，佳力图完成中国电信芜湖某数据中心集群空调系统交付，项目总投资超百亿元，单机柜功率超14.4kW，直接服务“东数西算”长三角节点。 2、据2025年9月17日互动易，公司CPU液冷技术已落地国防科大计算机机房，冷板系统为37个20kW机柜供冷。 3、据2025年3月22日年报，公司2024年营收8.06亿元、同比增26.8%，截至年末在手订单9.70亿元，产品覆盖数据中心整体冷源及集装箱式快速部署方案。	公司掌握磁悬浮压缩机在冷水机组产品中的应用技术，为数据中心等领域提供相关的制冷解决方案	2026-03-17\|9.31\|-5.58\|9.82\|9.89\|9.31\|304114;2026-03-18\|10.24\|9.99\|9.45\|10.24\|9.42\|457554;2026-03-19\|10.23\|-0.10\|10.22\|10.58\|10.10\|859804;2026-03-20\|10.06\|-1.66\|10.25\|10.32\|10.01\|492461;2026-03-23\|9.36\|-6.96\|9.69\|9.95\|9.29\|440114;2026-03-24\|9.52\|1.71\|9.75\|9.76\|8.43\|633205;2026-03-25\|9.78\|2.73\|9.54\|9.97\|9.52\|463520;2026-03-26\|9.10\|-6.95\|9.75\|9.77\|9.07\|359692;2026-03-27\|9.20\|1.10\|8.82\|9.35\|8.75\|274901;2026-03-30\|9.32\|1.30\|9.02\|9.36\|8.59\|297917;2026-03-31\|9.09\|-2.47\|9.36\|9.68\|8.94\|350514;2026-04-01\|10.00\|10.01\|9.27\|10.00\|9.27\|562838;2026-04-02\|9.50\|-5.00\|9.92\|9.95\|9.45\|546800;2026-04-03\|9.53\|0.32\|9.52\|9.81\|9.28\|445870;2026-04-07\|9.81\|2.94\|9.55\|10.07\|9.55\|431808;2026-04-08\|10.21\|4.08\|9.99\|10.22\|9.93\|516077;2026-04-09\|10.06\|-1.47\|10.09\|10.20\|9.99\|367933;2026-04-10\|10.05\|-0.10\|10.16\|10.32\|10.04\|382556;2026-04-13\|10.13\|0.80\|9.90\|10.24\|9.90\|265947;2026-04-14\|10.31\|1.78\|10.21\|10.45\|10.15\|353356;2026-04-15\|10.14\|-1.65\|10.24\|10.49\|10.13\|278181;2026-04-16\|10.47\|3.25\|10.22\|10.48\|10.09\|322725;2026-04-17\|10.54\|0.67\|11.17\|11.17\|10.48\|616075;2026-04-20\|11.59\|9.96\|10.54\|11.59\|10.54\|428586;2026-04-21\|10.54\|-9.06\|11.10\|11.10\|10.43\|836045;2026-04-22\|10.42\|-1.14\|10.35\|10.45\|10.07\|525629;2026-04-23\|11.46\|9.98\|10.35\|11.46\|10.31\|694947;2026-04-24\|10.92\|-4.71\|11.20\|11.47\|10.90\|708741;2026-04-27\|10.64\|-2.56\|10.92\|10.94\|10.44\|390717;2026-04-28\|10.13\|-4.79\|10.53\|10.56\|10.07\|432649;2026-04-29\|10.45\|3.16\|9.95\|10.91\|9.78\|509120;2026-04-30\|10.58\|1.24\|10.40\|10.85\|10.36\|367394;2026-05-06\|11.13\|5.20\|10.96\|11.25\|10.85\|460492;2026-05-07\|11.33\|1.80\|11.29\|11.36\|11.06\|308200;2026-05-08\|11.64\|2.74\|11.25\|11.86\|11.09\|387621;2026-05-11\|11.51\|-1.12\|11.64\|11.74\|11.32\|321368;2026-05-12\|11.41\|-0.87\|11.41\|11.47\|11.19\|251434;2026-05-13\|11.91\|4.38\|11.36\|12.18\|11.36\|403867;2026-05-14\|11.37\|-4.53\|11.99\|12.08\|11.36\|294720;2026-05-15\|11.57\|1.76\|11.43\|11.90\|11.36\|366580;2026-05-18\|11.24\|-2.85\|11.35\|11.73\|11.12\|292093;2026-05-19\|11.46\|1.96\|11.19\|11.51\|10.82\|291491;2026-05-20\|11.38\|-0.70\|11.30\|11.60\|11.07\|226752;2026-05-21\|10.37\|-8.88\|11.38\|11.42\|10.25\|415559;2026-05-22\|10.71\|3.28\|10.48\|10.78\|10.31\|247394;2026-05-25\|10.52\|-1.77\|10.73\|10.83\|10.21\|232540;2026-05-26\|9.89\|-5.99\|10.48\|10.48\|9.66\|283269;2026-05-27\|9.59\|-3.03\|9.85\|9.86\|9.43\|177596;2026-05-28\|9.76\|1.77\|9.58\|9.84\|9.42\|180464;2026-05-29\|9.15\|-6.25\|9.78\|9.82\|9.03\|208307;2026-06-01\|8.98\|-1.86\|9.03\|9.27\|8.95\|167144;2026-06-02\|8.97\|-0.11\|8.97\|9.03\|8.64\|154275;2026-06-03\|9.01\|0.45\|8.96\|9.22\|8.90\|169288;2026-06-04\|8.90\|-1.22\|8.88\|9.05\|8.84\|116029;2026-06-05\|8.97\|0.79\|8.87\|9.05\|8.60\|151401;2026-06-08\|8.47\|-5.57\|8.50\|8.82\|8.31\|184010;2026-06-09\|8.66\|2.24\|8.55\|8.68\|8.45\|150035;2026-06-10\|8.54\|-1.39\|8.62\|8.95\|8.45\|156525;2026-06-11\|8.20\|-3.98\|8.49\|8.54\|8.14\|145177;2026-06-12\|8.10\|-1.22\|8.30\|8.41\|8.09\|128454;2026-06-15\|8.46\|4.44\|8.37\|8.49\|8.20\|131253;2026-06-16\|8.61\|1.77\|8.40\|8.69\|8.31\|140581;2026-06-17\|8.34\|-3.14\|8.55\|8.67\|8.31\|135593;2026-06-18\|8.68\|4.08\|8.34\|8.79\|8.29\|194872;2026-06-22\|8.70\|0.23\|8.69\|8.79\|8.34\|213756;2026-06-23\|8.79\|1.03\|9.22\|9.48\|8.62\|382780;2026-06-24\|8.42\|-4.21\|8.57\|8.65\|8.19\|296564;2026-06-25\|8.45\|0.36\|8.50\|9.00\|8.33\|262631;2026-06-26\|7.85\|-7.10\|8.27\|8.31\|7.80\|276005;2026-06-29\|7.52\|-4.20\|7.85\|7.85\|7.36\|216235;2026-06-30\|7.78\|3.46\|7.45\|7.84\|7.43\|194409;2026-07-01\|7.81\|0.39\|7.78\|7.93\|7.62\|169203;2026-07-02\|7.58\|-2.94\|7.76\|7.88\|7.52\|165308;2026-07-03\|7.70\|1.58\|7.60\|7.84\|7.55\|147260;2026-07-06\|7.78\|1.04\|7.68\|8.03\|7.64\|186307;2026-07-07\|7.10\|-8.74\|7.50\|7.60\|7.04\|258315;2026-07-08\|7.12\|0.28\|7.08\|7.32\|7.02\|157729;2026-07-09\|7.30\|2.53\|7.13\|7.32\|6.80\|193755;2026-07-10\|7.51\|2.88\|7.40\|7.75\|7.19\|233824;2026-07-13\|7.02\|-6.52\|7.51\|7.58\|6.98\|166325;2026-07-14\|7.05\|0.43\|6.95\|7.10\|6.68\|160237;2026-07-15\|6.92\|-1.84\|7.00\|7.12\|6.85\|127194;2026-07-16\|7.12\|2.89\|6.82\|7.34\|6.80\|177690;2026-07-17\|6.81\|-4.35\|7.12\|7.14\|6.67\|174112;2026-07-20\|6.73\|-1.17\|6.83\|7.32\|6.61\|233124;2026-07-21\|6.80\|1.04\|6.69\|6.86\|6.13\|226353;2026-07-22\|6.88\|1.18\|6.67\|7.08\|6.65\|183410;2026-07-23\|7.06\|2.62\|6.86\|7.25\|6.86\|156234;2026-07-24\|6.82\|-3.40\|7.01\|7.04\|6.82\|105344
8972	阿里云、百度云AI算力和存储产品价格上调	涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	1、浪潮AI服务器市场份额全球第一，连续五年以超50%的市场份额稳居中国AI服务器市场第一，消息称国内两家大厂下了英伟达H20订单；一季度净利润同比增长64.39%； 2、公司源2.0大模型已全面开源，行业和个人开发者可以基于源2.0开发各类AI Agent	2026-03-17\|59.04\|-2.57\|60.88\|61.19\|59.00\|317914;2026-03-18\|62.36\|5.62\|59.21\|62.58\|59.00\|508981;2026-03-19\|61.40\|-1.54\|61.00\|62.46\|60.69\|387305;2026-03-20\|59.50\|-3.09\|61.61\|61.71\|59.50\|402117;2026-03-23\|55.73\|-6.34\|58.26\|58.44\|55.66\|456960;2026-03-24\|58.06\|4.18\|56.78\|58.49\|55.66\|358761;2026-03-25\|59.54\|2.55\|58.06\|60.22\|58.00\|404547;2026-03-26\|57.96\|-2.65\|59.45\|60.09\|57.60\|294753;2026-03-27\|57.39\|-0.98\|57.01\|58.04\|56.33\|258951;2026-03-30\|56.70\|-1.20\|56.05\|57.24\|55.36\|292590;2026-03-31\|56.08\|-1.09\|56.50\|57.75\|56.01\|234628;2026-04-01\|58.48\|4.28\|57.43\|58.86\|57.12\|464096;2026-04-02\|56.65\|-3.13\|58.01\|58.37\|56.26\|301005;2026-04-03\|56.94\|0.51\|57.12\|58.00\|56.73\|248781;2026-04-07\|59.47\|4.44\|57.37\|59.99\|57.33\|595865;2026-04-08\|62.68\|5.40\|60.66\|63.10\|59.86\|707900;2026-04-09\|65.07\|3.81\|61.50\|65.66\|61.30\|1062559;2026-04-10\|67.50\|3.73\|65.77\|69.20\|65.28\|1172893;2026-04-13\|68.34\|1.24\|66.00\|70.19\|65.81\|1055603;2026-04-14\|67.99\|-0.51\|69.00\|69.31\|66.85\|798825;2026-04-15\|68.88\|1.31\|67.97\|70.16\|66.95\|886583;2026-04-16\|68.28\|-0.87\|68.42\|69.19\|67.22\|608577;2026-04-17\|68.23\|-0.07\|68.98\|69.68\|67.85\|617972;2026-04-20\|73.12\|7.17\|69.45\|75.05\|69.45\|1486776;2026-04-21\|71.37\|-2.39\|71.01\|72.23\|68.30\|1070853;2026-04-22\|74.20\|3.97\|71.65\|75.44\|70.98\|1016494;2026-04-23\|73.83\|-0.50\|74.32\|75.15\|72.48\|694048;2026-04-24\|74.85\|1.38\|73.78\|75.62\|72.00\|933621;2026-04-27\|73.16\|-2.26\|75.00\|75.99\|72.95\|671544;2026-04-28\|70.83\|-3.18\|73.00\|73.06\|70.37\|599677;2026-04-29\|72.28\|2.05\|70.48\|73.00\|69.69\|509649;2026-04-30\|69.75\|-3.50\|69.50\|70.50\|66.15\|1199911;2026-05-06\|73.22\|4.97\|71.00\|74.78\|71.00\|1007766;2026-05-07\|73.24\|0.03\|73.22\|73.45\|71.78\|640432;2026-05-08\|76.48\|4.42\|72.13\|79.49\|71.10\|1251843;2026-05-11\|76.00\|-0.63\|77.10\|78.24\|75.60\|937270;2026-05-12\|73.13\|-3.78\|76.50\|76.55\|72.54\|765758;2026-05-13\|77.38\|5.81\|72.66\|77.58\|72.11\|997417;2026-05-14\|71.60\|-7.47\|78.00\|78.15\|70.20\|1444687;2026-05-15\|70.21\|-1.94\|71.60\|72.72\|69.84\|788278;2026-05-18\|70.61\|0.57\|69.90\|72.77\|69.40\|652869;2026-05-19\|72.23\|2.29\|70.00\|72.49\|67.30\|791422;2026-05-20\|71.23\|-1.33\|71.71\|74.25\|70.88\|610188;2026-05-21\|66.31\|-6.91\|72.28\|72.30\|66.00\|885705;2026-05-22\|68.25\|2.93\|67.20\|68.58\|65.95\|568209;2026-05-25\|69.20\|1.39\|69.28\|70.60\|68.02\|610359;2026-05-26\|67.30\|-2.75\|68.51\|68.51\|65.83\|625639;2026-05-27\|64.52\|-4.13\|66.94\|67.86\|64.30\|711997;2026-05-28\|66.41\|2.93\|64.30\|66.66\|63.07\|618809;2026-05-29\|64.63\|-2.68\|71.00\|72.03\|64.00\|1212435;2026-06-01\|64.14\|-0.76\|66.71\|67.48\|63.86\|1017626;2026-06-02\|65.00\|1.34\|64.96\|65.97\|63.50\|766989;2026-06-03\|64.22\|-1.20\|63.80\|67.37\|63.52\|924613;2026-06-04\|63.36\|-1.34\|63.01\|64.10\|62.08\|521899;2026-06-05\|62.14\|-1.93\|62.75\|65.10\|61.03\|716993;2026-06-08\|57.89\|-6.84\|60.00\|60.70\|57.40\|728961;2026-06-09\|59.46\|2.71\|58.79\|59.50\|57.91\|448073;2026-06-10\|59.39\|-0.12\|58.88\|62.13\|58.66\|657686;2026-06-11\|57.84\|-2.61\|58.98\|59.43\|57.15\|441041;2026-06-12\|57.86\|0.03\|58.80\|59.23\|57.73\|437952;2026-06-15\|63.09\|9.04\|58.50\|63.59\|58.49\|959525;2026-06-16\|62.30\|-1.25\|63.00\|63.03\|61.55\|520746;2026-06-17\|64.50\|3.53\|61.61\|65.13\|61.50\|682187;2026-06-18\|65.66\|1.80\|64.02\|66.85\|64.01\|695477;2026-06-22\|66.20\|0.82\|66.01\|66.66\|63.41\|689144;2026-06-23\|64.00\|-3.32\|66.49\|67.39\|63.61\|597332;2026-06-24\|64.80\|1.25\|63.74\|65.17\|62.72\|549701;2026-06-25\|68.57\|5.82\|64.99\|69.08\|63.75\|1104852;2026-06-26\|63.89\|-6.83\|67.00\|67.20\|63.66\|807535;2026-06-29\|65.82\|3.02\|63.89\|68.00\|63.47\|811363;2026-06-30\|70.00\|6.35\|65.21\|70.68\|64.83\|1118159;2026-07-01\|67.26\|-3.91\|70.23\|71.87\|66.68\|966012;2026-07-02\|63.79\|-5.16\|65.00\|66.98\|63.50\|725073;2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436
8971	阿里云、百度云AI算力和存储产品价格上调	人形机器人+算力租赁+工业软件行业原因：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4月8日投资者关系活动记录表，宝信在机器人领域布局已久，过去以提供解决方案为主，2023 年底增资控股图灵机器人后，形成了产品、工程、服务完整体系，覆盖工业、协作及人形机器人，人形机器人样机已公开亮相。业务从钢铁、3C等向矿山、有色等行业拓展，并开放机器人全生命周期管理平台赋能用户。机器人是公司“1+X”产业布局中发展业务之一。 2、据2026年4月8日投资者关系活动记录表，宝信软件是国内较早布局数据中心与算力中心的第三方服务商，目前已在全国十余地布局，仍有充足空间支撑增长。核心布局为上海罗泾与张家口宣化两大基地。公司将从传统 IDC 向 AIDC 升级，未来重点深挖马鞍山、南京、武汉等地存量资源，同时加快建设算力中心，结合工业大模型与 AI 应用，打造“数据中心+算力中心+算力服务”体系。 3、据2025年年报，强化工业智能系统架构顶层设计，践行“AI+制造”战略；持续迭代优化垂类模型，打造以转炉、高炉为代表的标杆性领域大模型，推动规模化应用落地；打造AI时代数据底座，建设钢铁垂类数据集；基于边缘数据，探索发展数据增值服务，帮助制造企业挖掘数据价值，提供从数据采集、治理到分析与决策支持的全套服务。	中国领先的工业软件行业应用解决方案和服务提供商；公司具备新一代信息基础设施服务全生命周期管理与服务能力，依托“东数西算”产业政策，围绕国家算力枢纽节点、重点区域、重点客户的需求，进行算力和云计算节点的布局建设，为用户提供融合高品质数据中心、云计算、网络安全等服务的信息基础设施综合解决方案	2026-03-17\|21.68\|-3.17\|22.52\|22.59\|21.68\|221632;2026-03-18\|23.13\|6.69\|21.71\|23.28\|21.71\|361292;2026-03-19\|22.63\|-2.16\|22.80\|23.10\|22.53\|219265;2026-03-20\|21.69\|-4.15\|22.65\|22.74\|21.69\|245156;2026-03-23\|20.55\|-5.26\|21.19\|21.40\|20.45\|226009;2026-03-24\|20.69\|0.68\|20.86\|20.98\|20.34\|149770;2026-03-25\|21.59\|4.35\|20.80\|21.80\|20.80\|230090;2026-03-26\|21.14\|-2.08\|21.50\|21.63\|21.06\|119125;2026-03-27\|22.10\|4.54\|20.94\|22.44\|20.82\|241163;2026-03-30\|23.81\|7.74\|21.71\|24.13\|21.65\|519538;2026-03-31\|23.00\|-3.40\|23.82\|23.82\|22.98\|264998;2026-04-01\|23.18\|0.78\|23.43\|23.48\|23.05\|153042;2026-04-02\|22.78\|-1.73\|23.05\|23.13\|22.70\|134360;2026-04-03\|22.49\|-1.27\|22.85\|22.99\|22.25\|159492;2026-04-07\|21.79\|-3.11\|22.50\|22.59\|21.71\|188382;2026-04-08\|22.97\|5.42\|22.23\|23.04\|22.23\|240545;2026-04-09\|22.74\|-1.00\|22.68\|22.98\|22.44\|155297;2026-04-10\|22.42\|-1.41\|22.97\|22.98\|22.41\|159836;2026-04-13\|22.44\|0.09\|22.20\|22.78\|22.10\|152931;2026-04-14\|22.78\|1.52\|22.68\|23.15\|22.58\|206468;2026-04-15\|22.45\|-1.45\|22.95\|23.01\|22.39\|120957;2026-04-16\|23.45\|4.45\|22.58\|23.65\|22.50\|367699;2026-04-17\|22.92\|-2.26\|23.32\|23.55\|22.88\|173185;2026-04-20\|22.82\|-0.44\|22.83\|23.16\|22.70\|153178;2026-04-21\|22.32\|-2.19\|22.70\|22.75\|21.98\|204115;2026-04-22\|23.15\|3.72\|22.20\|23.27\|22.07\|303480;2026-04-23\|23.27\|0.52\|23.00\|23.60\|23.00\|277368;2026-04-24\|23.06\|-0.90\|23.10\|23.27\|22.57\|184726;2026-04-27\|22.62\|-1.91\|22.90\|23.22\|22.53\|173612;2026-04-28\|22.70\|0.35\|22.55\|23.15\|22.40\|174629;2026-04-29\|22.84\|0.62\|22.60\|23.17\|22.54\|161513;2026-04-30\|22.68\|-0.70\|22.88\|23.03\|22.51\|148170;2026-05-06\|24.00\|5.82\|22.85\|24.17\|22.85\|541780;2026-05-07\|23.98\|-0.08\|24.10\|24.15\|23.77\|228342;2026-05-08\|24.34\|1.50\|24.00\|24.59\|23.70\|361321;2026-05-11\|24.22\|-0.49\|24.61\|24.77\|24.10\|272644;2026-05-12\|23.69\|-2.19\|24.14\|24.14\|23.50\|227125;2026-05-13\|24.18\|2.07\|23.52\|24.49\|23.28\|356681;2026-05-14\|23.72\|-1.90\|24.56\|24.84\|23.72\|261632;2026-05-15\|23.14\|-1.49\|23.70\|23.93\|23.00\|263627;2026-05-18\|23.73\|2.55\|23.19\|24.08\|23.19\|276365;2026-05-19\|24.22\|2.06\|23.68\|24.47\|23.60\|318434;2026-05-20\|23.91\|-1.28\|24.22\|25.00\|23.88\|354023;2026-05-21\|22.55\|-5.69\|23.97\|24.46\|22.51\|424272;2026-05-22\|22.84\|1.29\|22.71\|23.04\|22.18\|282974;2026-05-25\|22.01\|-3.63\|22.85\|22.92\|21.81\|359565;2026-05-26\|21.16\|-3.86\|21.82\|21.82\|20.85\|314005;2026-05-27\|20.83\|-1.56\|21.02\|21.15\|20.68\|177300;2026-05-28\|20.96\|0.62\|20.80\|21.08\|20.41\|178179;2026-05-29\|20.15\|-3.86\|20.97\|21.15\|20.15\|209553;2026-06-01\|20.46\|1.54\|20.18\|20.70\|20.18\|154523;2026-06-02\|20.84\|1.86\|20.60\|20.88\|20.21\|167438;2026-06-03\|20.26\|-2.78\|20.61\|20.80\|20.00\|221651;2026-06-04\|19.31\|-4.69\|20.02\|20.11\|19.24\|258177;2026-06-05\|19.32\|0.05\|19.31\|19.49\|18.99\|141588;2026-06-08\|18.80\|-2.69\|18.95\|19.20\|18.75\|135335;2026-06-09\|18.95\|0.80\|18.88\|19.27\|18.63\|148580;2026-06-10\|19.01\|0.32\|19.02\|19.24\|18.96\|113901;2026-06-11\|17.91\|-5.79\|18.84\|18.95\|17.86\|215249;2026-06-12\|17.93\|0.11\|18.12\|18.23\|17.73\|221096;2026-06-15\|18.19\|1.45\|18.00\|18.25\|17.96\|155385;2026-06-16\|18.16\|-0.16\|18.10\|18.33\|17.85\|141132;2026-06-17\|17.72\|-2.42\|18.14\|18.14\|17.49\|206940;2026-06-18\|17.90\|1.02\|17.62\|18.20\|17.45\|176999;2026-06-22\|18.07\|0.95\|17.80\|18.08\|17.29\|200943;2026-06-23\|17.58\|-2.71\|17.98\|18.20\|17.53\|161685;2026-06-24\|17.31\|-1.54\|17.60\|17.60\|17.14\|166486;2026-06-25\|17.08\|-1.33\|17.26\|17.42\|16.94\|163012;2026-06-26\|16.36\|-4.22\|17.06\|17.06\|16.32\|190716;2026-06-29\|16.45\|0.55\|16.32\|16.59\|15.99\|172619;2026-06-30\|16.63\|1.09\|16.46\|16.77\|16.36\|155959;2026-07-01\|18.29\|9.98\|17.38\|18.29\|17.38\|197407;2026-07-02\|18.11\|-0.98\|18.99\|19.20\|18.11\|523199;2026-07-03\|18.25\|0.77\|18.11\|18.70\|18.05\|281840;2026-07-06\|18.18\|-0.38\|18.08\|18.35\|17.77\|216169;2026-07-07\|18.33\|0.83\|18.20\|18.73\|18.05\|258528;2026-07-08\|19.40\|5.84\|18.25\|19.50\|18.20\|431597;2026-07-09\|20.19\|4.07\|19.25\|20.36\|18.66\|470211;2026-07-10\|20.00\|-0.94\|19.82\|20.39\|19.50\|335277;2026-07-13\|20.14\|0.70\|20.15\|20.58\|19.52\|303884;2026-07-14\|18.70\|-7.15\|19.95\|19.96\|18.58\|334031;2026-07-15\|18.84\|0.75\|18.70\|19.01\|18.57\|186673;2026-07-16\|19.04\|1.06\|18.59\|19.36\|18.59\|191629;2026-07-17\|18.65\|-2.05\|18.87\|19.20\|18.44\|213267;2026-07-20\|18.72\|0.38\|18.82\|19.01\|18.30\|198131;2026-07-21\|19.02\|1.60\|18.66\|19.15\|18.51\|220249;2026-07-22\|18.59\|-2.26\|18.85\|19.08\|18.55\|217715;2026-07-23\|17.87\|-3.87\|18.44\|18.60\|17.73\|270414;2026-07-24\|17.46\|-2.29\|17.53\|17.82\|17.43\|128542
8970	阿里云、百度云AI算力和存储产品价格上调	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	旗下新华三为服务器、智算行业龙头之一	2026-03-17\|24.45\|-3.70\|25.50\|25.52\|24.42\|698811;2026-03-18\|26.30\|7.57\|24.50\|26.69\|24.41\|1365672;2026-03-19\|26.77\|1.79\|25.85\|27.50\|25.73\|1858042;2026-03-20\|26.18\|-2.20\|26.78\|26.98\|26.09\|1110391;2026-03-23\|25.40\|-2.98\|25.68\|26.50\|25.13\|1016945;2026-03-24\|25.70\|1.18\|25.72\|25.83\|24.83\|998379;2026-03-25\|26.34\|2.49\|25.69\|26.70\|25.67\|1061861;2026-03-26\|25.40\|-3.57\|26.10\|26.29\|25.31\|749831;2026-03-27\|25.14\|-1.02\|24.90\|25.67\|24.30\|913401;2026-03-30\|24.82\|-1.27\|24.55\|24.95\|23.85\|864363;2026-03-31\|24.90\|0.32\|24.75\|25.72\|24.46\|869364;2026-04-01\|25.29\|1.57\|25.50\|25.96\|25.13\|797119;2026-04-02\|24.20\|-4.31\|25.05\|25.15\|24.02\|851660;2026-04-03\|25.62\|5.87\|24.43\|26.00\|24.27\|1446405;2026-04-07\|25.13\|-1.91\|25.51\|25.86\|25.08\|774365;2026-04-08\|26.46\|5.29\|25.85\|26.49\|25.82\|1249849;2026-04-09\|27.02\|2.12\|26.16\|27.43\|26.03\|1658678;2026-04-10\|27.09\|0.26\|27.02\|27.76\|26.74\|1359861;2026-04-13\|28.24\|4.25\|26.93\|28.62\|26.80\|2174794;2026-04-14\|27.86\|-1.35\|28.09\|28.18\|27.52\|1397283;2026-04-15\|27.48\|-1.36\|27.85\|27.97\|26.98\|1386091;2026-04-16\|28.09\|2.22\|27.56\|28.68\|27.50\|1507014;2026-04-17\|27.70\|-1.39\|27.93\|28.38\|27.66\|1033928;2026-04-20\|28.41\|2.56\|27.95\|29.15\|27.90\|1361878;2026-04-21\|27.61\|-2.82\|28.08\|28.21\|27.30\|940908;2026-04-22\|29.92\|8.37\|27.52\|30.37\|27.45\|3231354;2026-04-23\|31.20\|4.28\|30.52\|31.81\|30.10\|3196701;2026-04-24\|31.32\|0.38\|30.88\|32.15\|30.41\|2478486;2026-04-27\|32.19\|2.78\|31.98\|32.86\|31.25\|2285513;2026-04-28\|31.58\|-1.90\|31.85\|32.28\|31.00\|1414523;2026-04-29\|32.42\|2.66\|32.50\|33.62\|31.89\|2553923;2026-04-30\|31.99\|-1.33\|32.66\|32.76\|30.74\|2108095;2026-05-06\|31.85\|-0.44\|32.47\|33.06\|31.80\|2443765;2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371
8969	阿里云、百度云AI算力和存储产品价格上调	算力租赁+北京国资+IDC 公司原因： 1、据2025年12月15日公告及2026年1月15日机构调研，控股股东拟由时尚控股变更为北京数据集团，实际控制人仍为北京市国资委，将强化智算中心、数据要素运营布局。 2、据2025年4月30日互动易，公司通用算力平台已部署DeepSeek-R1模型，并与摩尔线程战略合作，共推AI算力服务及国产算力适配。 3、据2025年4月23日年报，公司主营IDC、云计算及数字化转型整体解决方案，京津自建机房出租率稳定，正推进京津冀IDC扩容及算力型云平台升级。	公司为“IDC+云计算”头部企业，目前主要运营4个机房（3个位于北京），共约2000个机柜	2026-03-17\|57.73\|-1.80\|59.01\|60.22\|57.60\|92702;2026-03-18\|63.62\|10.20\|59.66\|65.35\|58.73\|179406;2026-03-19\|76.34\|19.99\|62.38\|76.34\|61.51\|284433;2026-03-20\|72.36\|-5.21\|80.04\|82.79\|72.02\|348896;2026-03-23\|67.17\|-7.17\|71.84\|73.00\|66.50\|191434;2026-03-24\|65.84\|-1.98\|67.62\|68.00\|62.77\|200556;2026-03-25\|69.31\|5.27\|66.82\|73.30\|66.51\|287839;2026-03-26\|64.55\|-6.87\|68.00\|68.40\|64.05\|172514;2026-03-27\|65.45\|1.39\|62.12\|68.30\|62.12\|171741;2026-03-30\|69.10\|5.58\|63.00\|69.98\|62.20\|225072;2026-03-31\|66.37\|-3.95\|68.10\|70.55\|66.37\|161952;2026-04-01\|69.80\|5.17\|68.38\|70.36\|65.40\|219196;2026-04-02\|65.78\|-5.76\|67.99\|68.80\|64.64\|155278;2026-04-03\|60.50\|-8.03\|66.11\|66.50\|58.50\|173339;2026-04-07\|60.80\|0.50\|59.75\|61.55\|58.83\|107576;2026-04-08\|64.21\|5.61\|62.63\|64.95\|62.63\|159229;2026-04-09\|61.14\|-4.78\|63.24\|63.24\|60.36\|124737;2026-04-10\|60.83\|-0.51\|62.00\|63.02\|59.59\|133892;2026-04-13\|62.82\|3.27\|59.70\|64.20\|59.62\|139832;2026-04-14\|61.94\|-1.40\|64.15\|65.00\|61.52\|133929;2026-04-15\|60.14\|-2.91\|62.76\|63.19\|59.75\|101854;2026-04-16\|63.40\|5.42\|60.50\|64.55\|60.31\|179959;2026-04-17\|61.95\|-2.29\|62.61\|63.50\|60.90\|111551;2026-04-20\|64.03\|3.36\|62.60\|67.00\|62.51\|151633;2026-04-21\|60.18\|-6.01\|64.00\|64.00\|59.38\|150265;2026-04-22\|60.56\|0.63\|59.60\|60.58\|55.75\|201736;2026-04-23\|68.63\|13.33\|64.23\|70.80\|64.03\|339862;2026-04-24\|65.25\|-4.92\|67.33\|69.00\|63.49\|194279;2026-04-27\|63.49\|-2.70\|65.24\|65.24\|61.80\|125987;2026-04-28\|61.75\|-2.74\|63.49\|64.00\|61.10\|125882;2026-04-29\|63.12\|2.22\|61.81\|65.79\|61.14\|152811;2026-04-30\|61.00\|-3.36\|63.15\|63.70\|60.28\|111712;2026-05-06\|70.06\|14.85\|62.66\|72.49\|62.54\|260252;2026-05-07\|70.69\|0.90\|70.57\|71.69\|68.88\|135691;2026-05-08\|71.17\|0.68\|70.82\|71.68\|69.21\|120731;2026-05-11\|70.99\|-0.25\|71.98\|73.00\|68.88\|130171;2026-05-12\|70.01\|-1.38\|70.99\|72.01\|69.35\|114869;2026-05-13\|75.51\|7.86\|68.80\|76.58\|68.24\|205925;2026-05-14\|75.59\|0.11\|77.00\|81.99\|75.54\|197154;2026-05-15\|76.74\|1.52\|75.60\|79.50\|75.03\|141572;2026-05-18\|75.84\|-1.17\|78.02\|78.68\|74.92\|109363;2026-05-19\|80.36\|5.96\|75.73\|80.81\|73.76\|139928;2026-05-20\|73.18\|-8.93\|78.36\|83.39\|72.60\|178106;2026-05-21\|68.38\|-6.56\|73.50\|73.86\|68.20\|118480;2026-05-22\|70.92\|3.71\|70.00\|71.44\|68.94\|89695;2026-05-25\|70.86\|-0.08\|70.35\|71.04\|67.50\|95120;2026-05-26\|68.08\|-3.92\|69.03\|69.95\|66.34\|71892;2026-05-27\|64.48\|-5.29\|67.40\|67.45\|63.50\|72394;2026-05-28\|65.65\|1.81\|65.50\|65.89\|63.10\|73108;2026-05-29\|61.20\|-6.78\|65.01\|66.20\|60.66\|72071;2026-06-01\|60.00\|-1.96\|61.38\|62.00\|59.85\|64875;2026-06-02\|59.40\|-1.00\|60.00\|60.38\|57.20\|61013;2026-06-03\|58.60\|-1.35\|59.00\|59.97\|57.88\|57731;2026-06-04\|58.16\|-0.75\|57.51\|58.51\|57.20\|48845;2026-06-05\|57.05\|-1.91\|58.02\|58.67\|56.56\|51217;2026-06-08\|54.54\|-4.40\|54.75\|56.96\|53.18\|55426;2026-06-09\|55.06\|0.95\|55.24\|55.66\|54.26\|48198;2026-06-10\|56.72\|3.01\|56.75\|58.99\|55.10\|105341;2026-06-11\|52.35\|-7.70\|54.67\|55.00\|52.00\|76686;2026-06-12\|52.51\|0.31\|53.13\|54.10\|52.39\|55130;2026-06-15\|55.40\|5.50\|53.30\|55.50\|53.30\|56808;2026-06-16\|55.85\|0.81\|54.82\|56.10\|54.55\|53966;2026-06-17\|56.09\|0.43\|55.19\|56.92\|55.03\|47384;2026-06-18\|56.53\|0.78\|56.31\|57.68\|55.56\|69535;2026-06-22\|59.45\|5.17\|56.49\|61.20\|55.97\|102361;2026-06-23\|57.25\|-3.70\|58.71\|58.71\|54.73\|74523;2026-06-24\|55.86\|-2.43\|56.43\|56.44\|54.10\|62729;2026-06-25\|52.66\|-5.73\|55.98\|56.42\|52.48\|71146;2026-06-26\|49.15\|-6.67\|51.33\|51.41\|48.90\|66073;2026-06-29\|47.93\|-2.48\|49.20\|50.00\|47.44\|51045;2026-06-30\|52.04\|8.57\|49.46\|54.44\|49.46\|79432;2026-07-01\|53.70\|3.19\|51.91\|56.09\|51.66\|72343;2026-07-02\|51.58\|-3.95\|53.16\|53.87\|51.43\|50847;2026-07-03\|50.85\|-1.42\|51.23\|52.50\|50.80\|36759;2026-07-06\|49.77\|-2.12\|51.02\|51.50\|49.11\|35362;2026-07-07\|47.54\|-4.48\|49.46\|49.80\|47.33\|31062;2026-07-08\|48.98\|3.03\|47.55\|49.88\|47.10\|59461;2026-07-09\|49.13\|0.31\|48.28\|49.82\|46.88\|55329;2026-07-10\|52.20\|6.25\|48.91\|53.76\|47.99\|90420;2026-07-13\|50.81\|-2.66\|51.80\|53.90\|50.58\|59285;2026-07-14\|48.88\|-3.80\|50.86\|51.56\|46.51\|68967;2026-07-15\|48.48\|-0.82\|49.01\|50.22\|48.03\|39145;2026-07-16\|48.85\|0.76\|48.14\|49.87\|47.38\|45571;2026-07-17\|45.50\|-6.86\|48.20\|48.68\|44.90\|53148;2026-07-20\|45.70\|0.44\|47.50\|48.44\|44.08\|59017;2026-07-21\|46.85\|2.52\|45.81\|46.98\|41.31\|65957;2026-07-22\|50.70\|8.22\|49.10\|54.54\|49.10\|130353;2026-07-23\|53.33\|5.19\|50.60\|54.50\|50.18\|130459;2026-07-24\|49.03\|-8.06\|51.60\|52.44\|49.03\|85401
8968	阿里云、百度云AI算力和存储产品价格上调	智算云服务+智谱一体机+昇腾合作 1、据2024年年报，公司主营智算云服务，管理芯片规模超2.1万张，通过"一云多池"策略整合算力资源。 2、据2026年1月27日互动易，公司与智谱联合推出“硬件+软件+模型”一体机完成核心技术适配与产品定型，预装GLM系列模型并已向政府、金融、工业等B端客户开放应用，正推进标杆场景落地与规模化推广。 3、据2026年1月27日互动易，公司与华为联合发布“首都在线&昇腾DeepSeek一体机”，实现昇腾AI处理器与公司全球云网资源全链路深度融合。 4、据2026年1月29日2025年度业绩预告，公司预计2025年归母净利润-1.75至-1.60亿元，同比减亏42.27%至47.22%，智算云收入快速增长，成为核心引擎。	公司有位于文昌国际航天城的航天超算数据中心	2026-03-17\|30.11\|-5.94\|32.29\|32.45\|30.03\|510880;2026-03-18\|33.20\|10.26\|30.63\|33.45\|30.37\|746269;2026-03-19\|33.42\|0.66\|31.70\|34.60\|31.38\|829572;2026-03-20\|30.11\|-9.90\|33.09\|33.42\|30.10\|654880;2026-03-23\|28.26\|-6.14\|29.58\|30.23\|27.97\|452681;2026-03-24\|28.56\|1.06\|28.91\|29.10\|27.31\|420308;2026-03-25\|30.16\|5.60\|28.97\|30.95\|28.97\|642823;2026-03-26\|28.61\|-5.14\|30.10\|30.20\|28.41\|392156;2026-03-27\|28.58\|-0.10\|28.31\|29.18\|27.94\|302132;2026-03-30\|28.86\|0.98\|27.75\|28.98\|27.03\|380413;2026-03-31\|28.16\|-2.43\|28.96\|29.38\|27.98\|309289;2026-04-01\|29.60\|5.11\|29.50\|30.68\|29.15\|655646;2026-04-02\|27.40\|-7.43\|29.43\|29.44\|26.90\|543491;2026-04-03\|28.00\|2.19\|27.86\|28.74\|27.23\|489110;2026-04-07\|27.09\|-3.25\|27.80\|28.23\|26.81\|326500;2026-04-08\|30.40\|12.22\|28.42\|30.50\|28.42\|723274;2026-04-09\|29.94\|-1.51\|29.93\|30.13\|29.30\|432774;2026-04-10\|29.30\|-2.14\|30.60\|30.60\|29.28\|401913;2026-04-13\|30.14\|2.87\|29.01\|30.79\|28.75\|405510;2026-04-14\|30.66\|1.73\|31.70\|32.20\|30.33\|560457;2026-04-15\|29.91\|-2.45\|31.00\|31.47\|29.70\|390702;2026-04-16\|31.22\|4.38\|30.01\|31.62\|30.00\|554133;2026-04-17\|30.80\|-1.35\|30.79\|31.25\|30.01\|413030;2026-04-20\|30.44\|-1.17\|30.83\|31.13\|30.16\|366789;2026-04-21\|29.08\|-4.47\|30.00\|30.21\|28.55\|363765;2026-04-22\|29.13\|0.17\|29.08\|29.30\|28.40\|551796;2026-04-23\|29.01\|-0.41\|28.65\|29.91\|28.60\|522069;2026-04-24\|28.48\|-1.83\|28.75\|29.08\|27.19\|505646;2026-04-27\|27.50\|-3.44\|28.24\|28.48\|26.72\|370246;2026-04-28\|26.53\|-3.53\|27.28\|27.58\|26.37\|302858;2026-04-29\|27.02\|1.85\|26.38\|27.65\|26.18\|294695;2026-04-30\|26.75\|-1.00\|26.92\|27.38\|26.28\|243080;2026-05-06\|29.45\|10.09\|27.50\|30.26\|27.50\|685462;2026-05-07\|30.80\|4.58\|29.46\|30.88\|29.16\|512158;2026-05-08\|30.46\|-1.10\|30.25\|30.95\|30.03\|354856;2026-05-11\|31.93\|4.83\|31.10\|33.19\|31.10\|738018;2026-05-12\|31.41\|-1.63\|31.99\|32.49\|30.95\|366409;2026-05-13\|33.72\|7.35\|31.01\|33.99\|31.00\|539744;2026-05-14\|31.97\|-5.19\|34.59\|34.97\|31.94\|482054;2026-05-15\|31.37\|-1.88\|32.10\|32.88\|30.90\|438955;2026-05-18\|30.56\|-2.58\|31.41\|32.18\|30.20\|374361;2026-05-19\|31.88\|4.32\|30.61\|31.96\|29.94\|498724;2026-05-20\|31.03\|-2.67\|31.64\|32.80\|30.23\|504160;2026-05-21\|29.01\|-6.51\|31.35\|31.92\|28.90\|465833;2026-05-22\|29.66\|2.24\|29.59\|29.88\|28.85\|311412;2026-05-25\|28.51\|-3.88\|29.68\|29.79\|27.71\|416901;2026-05-26\|26.90\|-5.65\|28.06\|28.19\|26.37\|330154;2026-05-27\|25.04\|-6.91\|26.77\|26.97\|24.89\|315665;2026-05-28\|25.24\|0.80\|25.67\|25.87\|24.39\|307203;2026-05-29\|24.30\|-3.72\|25.12\|25.61\|24.03\|274166;2026-06-01\|24.46\|0.66\|24.30\|25.17\|24.10\|293671;2026-06-02\|23.61\|-3.48\|24.48\|24.68\|23.01\|304018;2026-06-03\|23.28\|-1.40\|23.42\|23.83\|22.98\|302953;2026-06-04\|24.01\|3.14\|23.00\|24.46\|22.60\|405032;2026-06-05\|22.98\|-4.29\|23.89\|23.89\|22.91\|312417;2026-06-08\|22.13\|-3.70\|21.97\|22.95\|21.82\|249925;2026-06-09\|22.38\|1.13\|22.43\|22.66\|21.83\|201120;2026-06-10\|21.79\|-2.64\|22.32\|23.22\|21.65\|278107;2026-06-11\|20.92\|-3.99\|21.79\|21.79\|20.81\|256443;2026-06-12\|21.27\|1.67\|21.50\|21.71\|21.05\|225913;2026-06-15\|22.47\|5.64\|21.55\|23.35\|21.55\|301165;2026-06-16\|22.63\|0.71\|22.57\|22.80\|22.28\|207571;2026-06-17\|22.39\|-1.06\|22.42\|22.95\|22.16\|212891;2026-06-18\|22.82\|1.92\|22.35\|23.15\|22.11\|305200;2026-06-22\|24.63\|7.93\|23.44\|26.12\|22.84\|757160;2026-06-23\|23.11\|-6.17\|24.08\|24.33\|22.93\|429190;2026-06-24\|23.70\|2.55\|22.86\|23.77\|22.37\|378406;2026-06-25\|22.47\|-5.19\|23.41\|24.09\|22.30\|346239;2026-06-26\|20.90\|-6.99\|22.17\|22.25\|20.81\|320616;2026-06-29\|20.03\|-4.16\|20.89\|20.96\|19.75\|292451;2026-06-30\|21.21\|5.89\|20.18\|21.78\|19.94\|291750;2026-07-01\|21.98\|3.63\|21.38\|22.80\|20.60\|440442;2026-07-02\|21.06\|-4.19\|21.55\|22.05\|21.05\|268660;2026-07-03\|20.54\|-2.47\|21.01\|21.48\|20.48\|228580;2026-07-06\|19.88\|-3.21\|20.54\|20.75\|19.81\|191862;2026-07-07\|18.87\|-5.08\|20.01\|20.01\|18.69\|231064;2026-07-08\|19.75\|4.66\|19.08\|20.25\|18.65\|394115;2026-07-09\|20.17\|2.13\|19.60\|20.65\|19.34\|341173;2026-07-10\|21.35\|5.85\|20.04\|22.35\|20.00\|489089;2026-07-13\|20.37\|-4.59\|21.40\|21.92\|20.26\|302068;2026-07-14\|19.97\|-1.96\|20.46\|20.69\|18.77\|297741;2026-07-15\|19.86\|-0.55\|19.97\|20.49\|19.73\|206321;2026-07-16\|19.99\|0.65\|19.30\|20.75\|19.21\|260143;2026-07-17\|18.51\|-7.40\|19.87\|20.53\|18.25\|304736;2026-07-20\|18.95\|2.38\|19.80\|20.97\|18.30\|459263;2026-07-21\|19.39\|2.32\|18.67\|19.40\|17.01\|481809;2026-07-22\|19.24\|-0.77\|19.50\|20.84\|19.10\|522117;2026-07-23\|19.01\|-1.20\|19.11\|20.05\|18.70\|393390;2026-07-24\|18.11\|-4.73\|18.32\|18.80\|18.07\|257405
8967	阿里云、百度云AI算力和存储产品价格上调	Clawdbot 应用+算力租赁+AI算力+混合云行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据公司官微2026年3月4日消息，青云科技旗下 AI 算力云服务——基石智算率先完成 Clawdbot 应用全方位升级，以专属密钥安全访问体系为核心，构建起全方位、多层次的安全防护屏障，彻底破解安全痛点。 2、据2025年9月15日机构调研，公司AI算力云服务2025年上半年首次实现盈利，毛利率6.60%，AI智算业务成为利润增长核心，并已为模型技术公司提供混合云模式算力资源。 3、据2025年4月28日年度报告，公司是国内率先布局混合云的厂商，公有云技术首批通过信通院测试，形成公私统一架构的混合云解决方案。	平台级混合云ICT厂商和服务商；公司发布OpenClaw AI助手云端一键部署	2026-03-17\|74.42\|-4.47\|78.01\|78.99\|74.40\|34625;2026-03-18\|83.13\|11.70\|76.00\|84.22\|75.50\|90273;2026-03-19\|85.27\|2.57\|80.00\|86.02\|80.00\|88150;2026-03-20\|77.69\|-8.89\|85.00\|85.46\|77.68\|64631;2026-03-23\|73.00\|-6.04\|75.10\|77.56\|71.68\|45006;2026-03-24\|72.56\|-0.60\|74.46\|74.94\|69.36\|47649;2026-03-25\|76.90\|5.98\|74.01\|79.23\|74.01\|57178;2026-03-26\|72.24\|-6.06\|76.00\|77.00\|71.84\|40155;2026-03-27\|72.47\|0.32\|70.21\|73.76\|70.21\|39279;2026-03-30\|71.95\|-0.72\|70.50\|72.38\|66.82\|41307;2026-03-31\|69.28\|-3.71\|71.39\|72.45\|69.00\|28136;2026-04-01\|71.92\|3.81\|71.59\|73.90\|70.56\|49075;2026-04-02\|67.36\|-6.34\|70.56\|70.56\|66.86\|42790;2026-04-03\|65.88\|-2.20\|68.00\|68.79\|65.65\|34129;2026-04-07\|64.46\|-2.16\|65.89\|67.50\|64.00\|30082;2026-04-08\|73.04\|13.31\|68.00\|73.26\|67.30\|67504;2026-04-09\|70.30\|-3.75\|70.85\|71.88\|69.31\|40483;2026-04-10\|69.83\|-0.67\|71.49\|72.28\|69.83\|33790;2026-04-13\|72.14\|3.31\|69.00\|73.98\|68.80\|42156;2026-04-14\|75.94\|5.27\|75.00\|79.73\|74.00\|76392;2026-04-15\|74.08\|-2.45\|76.46\|76.46\|73.63\|40936;2026-04-16\|77.91\|5.17\|74.07\|79.88\|74.07\|55515;2026-04-17\|76.72\|-1.53\|77.91\|78.31\|75.80\|36124;2026-04-20\|76.46\|-0.34\|78.00\|79.00\|76.00\|36996;2026-04-21\|73.20\|-4.26\|75.00\|75.00\|71.58\|36606;2026-04-22\|76.51\|4.52\|73.20\|76.97\|71.80\|50215;2026-04-23\|76.85\|0.44\|75.49\|79.52\|75.49\|53887;2026-04-24\|76.37\|-0.62\|76.22\|78.83\|73.16\|55019;2026-04-27\|72.95\|-4.48\|75.00\|75.10\|70.30\|42893;2026-04-28\|70.00\|-4.04\|72.33\|73.53\|69.83\|33308;2026-04-29\|70.15\|0.21\|68.99\|71.66\|68.51\|28242;2026-04-30\|69.90\|-0.36\|71.00\|72.56\|69.39\|30136;2026-05-06\|76.57\|9.54\|71.33\|77.74\|71.33\|67708;2026-05-07\|77.51\|1.23\|76.94\|78.70\|75.55\|53649;2026-05-08\|77.41\|-0.13\|77.61\|78.97\|75.00\|40922;2026-05-11\|77.79\|0.49\|77.62\|78.89\|75.45\|45681;2026-05-12\|76.00\|-2.30\|77.43\|77.95\|75.28\|30494;2026-05-13\|79.31\|4.36\|75.31\|80.26\|74.62\|50609;2026-05-14\|74.87\|-5.60\|81.50\|81.81\|74.83\|52310;2026-05-15\|73.50\|-1.83\|74.03\|77.19\|72.20\|39196;2026-05-18\|73.58\|0.11\|73.44\|76.43\|73.12\|35349;2026-05-19\|80.20\|9.00\|73.58\|80.48\|72.12\|65157;2026-05-20\|77.81\|-2.98\|78.94\|81.23\|76.85\|41742;2026-05-21\|69.44\|-10.76\|78.04\|78.62\|69.12\|67396;2026-05-22\|73.57\|5.95\|70.91\|74.30\|69.35\|47920;2026-05-25\|71.93\|-2.23\|74.78\|75.00\|70.83\|36701;2026-05-26\|68.85\|-4.28\|71.38\|71.55\|67.07\|36790;2026-05-27\|65.23\|-5.26\|68.88\|68.88\|64.75\|29305;2026-05-28\|66.92\|2.59\|66.23\|68.31\|64.03\|28866;2026-05-29\|61.86\|-7.56\|66.81\|67.92\|61.58\|30818;2026-06-01\|62.77\|1.47\|61.32\|64.65\|61.24\|22249;2026-06-02\|62.08\|-1.10\|63.87\|63.98\|60.10\|20805;2026-06-03\|61.09\|-1.59\|62.06\|62.94\|60.23\|19909;2026-06-04\|61.26\|0.28\|60.65\|61.43\|59.30\|20566;2026-06-05\|60.95\|-0.51\|60.19\|62.49\|59.01\|24992;2026-06-08\|57.90\|-5.00\|57.00\|59.78\|56.50\|20810;2026-06-09\|58.75\|1.47\|57.33\|59.30\|57.33\|16696;2026-06-10\|59.80\|1.79\|58.17\|61.59\|57.66\|30501;2026-06-11\|55.72\|-6.82\|58.80\|59.69\|55.15\|28819;2026-06-12\|55.54\|-0.32\|56.60\|58.00\|55.41\|21683;2026-06-15\|59.32\|6.81\|56.49\|59.38\|56.49\|27846;2026-06-16\|60.66\|2.26\|59.33\|60.78\|58.25\|23309;2026-06-17\|60.28\|-0.63\|60.57\|61.47\|59.28\|20062;2026-06-18\|60.54\|0.43\|60.28\|61.50\|59.50\|22308;2026-06-22\|62.00\|2.41\|60.78\|63.35\|59.20\|31637;2026-06-23\|58.35\|-5.89\|60.80\|61.80\|58.00\|27862;2026-06-24\|59.07\|1.23\|58.10\|59.30\|56.22\|18464;2026-06-25\|55.80\|-5.54\|58.25\|58.94\|55.57\|22796;2026-06-26\|52.08\|-6.67\|55.31\|55.31\|52.03\|24838;2026-06-29\|50.93\|-2.21\|52.34\|52.50\|49.88\|23770;2026-06-30\|54.00\|6.03\|51.95\|55.65\|50.38\|28993;2026-07-01\|55.30\|2.41\|54.52\|56.85\|53.94\|27525;2026-07-02\|53.52\|-3.22\|55.50\|56.10\|53.37\|22456;2026-07-03\|53.15\|-0.69\|53.90\|54.85\|52.60\|21782;2026-07-06\|50.99\|-4.06\|52.51\|53.40\|50.65\|17643;2026-07-07\|48.18\|-5.51\|51.10\|51.39\|47.55\|21663;2026-07-08\|50.78\|5.40\|48.90\|51.86\|48.51\|33510;2026-07-09\|52.66\|3.70\|50.90\|52.96\|49.78\|33720;2026-07-10\|54.48\|3.46\|52.01\|56.67\|52.01\|41675;2026-07-13\|51.10\|-6.20\|53.09\|54.98\|50.78\|23449;2026-07-14\|49.30\|-3.52\|51.34\|52.60\|46.78\|27289;2026-07-15\|48.82\|-0.97\|49.12\|50.55\|48.41\|19015;2026-07-16\|49.21\|0.80\|48.45\|50.99\|48.03\|20549;2026-07-17\|44.59\|-9.39\|49.09\|49.66\|43.71\|26933;2026-07-20\|44.62\|0.07\|45.60\|47.95\|43.34\|28501;2026-07-21\|46.08\|3.27\|44.10\|46.10\|41.05\|29633;2026-07-22\|45.77\|-0.67\|46.08\|47.50\|45.00\|26156;2026-07-23\|45.82\|0.11\|45.45\|46.37\|44.59\|15304;2026-07-24\|43.80\|-4.41\|44.80\|45.31\|43.31\|17221
8966	阿里云、百度云AI算力和存储产品价格上调	AI云电脑+算力租赁+AI应用+业绩预增行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据证券时报e公司2026年3月8日报道，顺网科技在2月初表示，公司依托边缘算力优势深耕AI领域，推出了AI云电脑，内置DeepSeek、Qwen、OpenClaw等多类AI基础应用，覆盖图片/视频/音乐生成、编程辅助等应用，用户无需复杂部署即可拥有“云端AI一体机”。 2、据2026年2月4日投资者关系活动记录表，公司预计2025年归母净利润3.6–4.3亿元，同比增长42.92%–70.71%，高毛利业务规模扩大。 3、据2026年3月6日投资者关系活动记录表，截至2025年第三季度公司已落地300+边缘机房、覆盖近200城，可运营5万路电竞级GPU算力，云业务进入规模扩张阶段。 4、据2026年2月25日互动易，公司依托边缘算力推出AI云电脑及顺网智算平台，内置图片/视频/音乐生成、编程辅助等AI应用，已落地医疗、智能客服等场景。	1、公司算力云业务孵化自电竞服务数智化解决方案，帮助电竞服务相关从业者实现业务上云、管理上云，助力各行各业实现产业数字化升级； 2、公司推出了AI云电脑，内置OpenClaw在内的多类AI应用，覆盖图片/视频/音乐生成、编程辅助等应用，用户无需复杂部署即可拥有“云端AI一体机”	2026-03-17\|25.95\|-3.89\|27.11\|27.24\|25.91\|410256;2026-03-18\|29.04\|11.91\|26.47\|29.30\|26.47\|1001112;2026-03-19\|29.09\|0.17\|28.51\|29.60\|28.25\|793656;2026-03-20\|27.61\|-5.09\|28.98\|29.15\|27.56\|593658;2026-03-23\|28.18\|2.06\|27.13\|28.97\|26.93\|739990;2026-03-24\|29.19\|3.58\|28.60\|29.50\|27.78\|969452;2026-03-25\|29.39\|0.69\|29.21\|30.90\|29.21\|1181126;2026-03-26\|28.42\|-3.30\|29.00\|29.57\|28.25\|684210;2026-03-27\|27.84\|-2.04\|27.72\|29.18\|27.56\|615388;2026-03-30\|27.71\|-0.47\|26.70\|27.99\|25.69\|587083;2026-03-31\|26.43\|-4.62\|27.27\|27.67\|26.37\|445312;2026-04-01\|28.55\|8.02\|27.27\|29.80\|27.24\|826116;2026-04-02\|26.62\|-6.76\|28.52\|28.64\|26.27\|641993;2026-04-03\|26.66\|0.15\|26.95\|27.56\|26.31\|559505;2026-04-07\|25.25\|-5.29\|26.72\|26.96\|25.05\|558952;2026-04-08\|28.59\|13.23\|26.53\|28.70\|26.31\|938074;2026-04-09\|27.89\|-2.45\|27.95\|28.40\|27.73\|517721;2026-04-10\|28.39\|1.79\|28.29\|29.38\|27.80\|622231;2026-04-13\|28.61\|0.77\|27.88\|29.20\|27.66\|535926;2026-04-14\|29.00\|1.36\|29.61\|30.30\|28.68\|712767;2026-04-15\|29.18\|0.62\|29.14\|29.86\|28.45\|673013;2026-04-16\|30.09\|3.12\|29.18\|30.44\|29.06\|929751;2026-04-17\|29.37\|-2.39\|29.79\|30.16\|29.11\|681969;2026-04-20\|28.97\|-1.36\|29.13\|29.38\|28.76\|514792;2026-04-21\|28.38\|-2.04\|28.81\|28.84\|27.47\|498050;2026-04-22\|29.68\|4.58\|28.40\|29.80\|28.10\|736808;2026-04-23\|28.81\|-2.93\|29.35\|29.69\|28.50\|487069;2026-04-24\|27.45\|-4.72\|28.55\|28.73\|26.38\|574588;2026-04-27\|26.40\|-3.83\|27.37\|27.37\|26.16\|422210;2026-04-28\|25.47\|-3.52\|26.23\|26.60\|25.34\|381856;2026-04-29\|25.91\|1.73\|25.46\|26.49\|25.35\|383791;2026-04-30\|25.26\|-2.51\|25.80\|26.13\|24.90\|370902;2026-05-06\|27.39\|8.43\|26.87\|28.09\|26.66\|664557;2026-05-07\|28.92\|5.59\|27.41\|29.26\|27.21\|604498;2026-05-08\|28.30\|-2.14\|28.30\|28.90\|28.03\|418905;2026-05-11\|27.90\|-1.41\|28.50\|28.79\|27.65\|432274;2026-05-12\|29.04\|4.09\|27.80\|29.88\|27.03\|837011;2026-05-13\|30.00\|3.31\|28.50\|30.17\|28.42\|773786;2026-05-14\|28.01\|-6.63\|30.50\|30.66\|28.01\|645766;2026-05-15\|27.27\|-2.64\|28.25\|28.80\|26.97\|535224;2026-05-18\|27.03\|-0.88\|28.00\|28.32\|26.82\|415000;2026-05-19\|27.88\|3.14\|27.03\|28.00\|26.51\|413594;2026-05-20\|26.42\|-5.24\|27.50\|27.86\|26.20\|423609;2026-05-21\|25.16\|-4.77\|26.72\|26.78\|25.00\|431874;2026-05-22\|25.66\|1.99\|25.35\|25.68\|24.96\|286351;2026-05-25\|25.95\|1.13\|25.81\|26.07\|25.08\|350932;2026-05-26\|23.87\|-8.02\|25.71\|25.75\|23.10\|527897;2026-05-27\|22.49\|-5.78\|23.52\|23.80\|22.40\|387323;2026-05-28\|22.75\|1.16\|22.84\|22.99\|22.30\|240906;2026-05-29\|21.83\|-4.04\|22.63\|23.05\|21.54\|276568;2026-06-01\|21.95\|0.55\|21.79\|22.56\|21.76\|251571;2026-06-02\|21.68\|-1.23\|21.98\|22.16\|20.97\|249483;2026-06-03\|21.25\|-1.98\|21.42\|21.94\|21.05\|249260;2026-06-04\|21.04\|-0.99\|21.01\|21.13\|20.76\|195357;2026-06-05\|20.81\|-1.09\|21.04\|21.33\|20.65\|219984;2026-06-08\|19.98\|-3.99\|20.24\|20.73\|19.60\|235771;2026-06-09\|20.15\|0.85\|20.28\|20.36\|19.86\|171513;2026-06-10\|19.74\|-2.03\|20.00\|20.59\|19.53\|210722;2026-06-11\|19.09\|-3.29\|19.55\|19.68\|18.88\|214274;2026-06-12\|19.30\|1.10\|19.40\|19.84\|19.19\|221452;2026-06-15\|20.00\|3.63\|19.55\|20.09\|19.35\|196063;2026-06-16\|20.18\|0.90\|19.93\|20.40\|19.72\|207047;2026-06-17\|19.90\|-0.80\|20.00\|20.25\|19.68\|177688;2026-06-18\|20.18\|1.41\|19.88\|20.48\|19.64\|261652;2026-06-22\|20.83\|3.22\|20.03\|20.84\|20.00\|354947;2026-06-23\|19.50\|-6.38\|20.63\|20.68\|19.43\|319890;2026-06-24\|19.51\|0.05\|19.47\|19.60\|19.15\|193696;2026-06-25\|19.00\|-2.61\|19.43\|19.68\|18.94\|240176;2026-06-26\|17.92\|-5.68\|18.75\|18.75\|17.86\|301919;2026-06-29\|17.75\|-0.95\|17.95\|18.22\|17.62\|228834;2026-06-30\|18.21\|2.59\|17.76\|18.40\|17.56\|196063;2026-07-01\|18.54\|1.81\|18.21\|19.15\|17.87\|314214;2026-07-02\|18.07\|-2.54\|18.43\|18.81\|17.98\|244924;2026-07-03\|17.73\|-1.88\|18.01\|18.20\|17.71\|198258;2026-07-06\|17.28\|-2.54\|17.74\|17.94\|17.20\|190480;2026-07-07\|16.80\|-2.78\|17.27\|17.69\|16.67\|187993;2026-07-08\|17.63\|4.94\|16.89\|18.31\|16.87\|458315;2026-07-09\|17.78\|0.85\|17.61\|17.95\|17.22\|304640;2026-07-10\|18.20\|2.36\|17.79\|19.10\|17.53\|400978;2026-07-13\|17.19\|-5.55\|18.13\|18.49\|17.10\|272284;2026-07-14\|16.62\|-3.32\|17.14\|17.37\|15.90\|266112;2026-07-15\|16.77\|0.90\|16.59\|17.12\|16.50\|187776;2026-07-16\|16.83\|0.36\|16.49\|17.22\|16.46\|189269;2026-07-17\|17.01\|1.07\|16.70\|17.55\|16.61\|377414;2026-07-20\|17.09\|0.47\|16.83\|17.44\|16.38\|359930;2026-07-21\|17.68\|3.45\|16.79\|17.68\|16.47\|403713;2026-07-22\|17.18\|-2.83\|17.46\|17.93\|17.08\|331376;2026-07-23\|16.93\|-1.46\|17.05\|17.24\|16.68\|229225;2026-07-24\|15.97\|-5.67\|16.68\|16.70\|15.94\|227138
8965	阿里云、百度云AI算力和存储产品价格上调	AI算力+大额采购+安保机器人行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2026年1月9日公告，公告称，为推进公司人工智能战略发展和业务转型，拟向多家供应商采购IT设备及零配件总金额不超过40亿元。公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，本次交易不涉及人员安置、土地租赁、债务重组等情况，交易完成后不会产生关联交易。 2、据2025年9月21日机构调研，公司“AI+云计算”业务已签3.59亿元智算服务订单，2025H1收入超3000万元，全年有望延续高增。 3、据2025年9月19日互动易，公司电磁巡防机器狗、无人机等安保机器人系列在公共安全展获公安及安保单位商机，正跟进订单。	公司宣布将投入不超过40亿元用于采购IT设备及零部件，并向全资子公司增资1.7亿元，以加速推进“AI+云计算”业务战略布局	2026-03-17\|53.70\|-1.47\|54.00\|56.35\|53.47\|85491;2026-03-18\|60.20\|12.10\|53.80\|60.96\|53.00\|141224;2026-03-19\|66.62\|10.66\|59.17\|69.84\|58.24\|188966;2026-03-20\|56.66\|-14.95\|66.64\|68.00\|56.41\|241220;2026-03-23\|52.44\|-7.45\|53.74\|56.00\|52.13\|139870;2026-03-24\|55.33\|5.51\|54.20\|56.50\|53.00\|120355;2026-03-25\|54.84\|-0.89\|55.27\|58.32\|54.61\|118330;2026-03-26\|51.40\|-6.27\|54.00\|54.80\|50.30\|113874;2026-03-27\|49.90\|-2.92\|50.40\|51.62\|49.10\|81652;2026-03-30\|49.01\|-1.78\|48.91\|49.64\|47.82\|59912;2026-03-31\|45.30\|-7.57\|49.02\|49.25\|45.25\|99054;2026-04-01\|47.24\|4.28\|47.67\|49.40\|47.07\|94357;2026-04-02\|46.17\|-2.27\|47.88\|47.92\|45.21\|49765;2026-04-03\|44.82\|-2.92\|46.65\|46.97\|44.34\|46240;2026-04-07\|43.99\|-1.85\|44.82\|45.47\|43.40\|50366;2026-04-08\|48.17\|9.50\|45.80\|48.28\|45.80\|81426;2026-04-09\|47.90\|-0.56\|47.91\|49.14\|47.15\|59061;2026-04-10\|47.61\|-0.61\|48.00\|50.10\|47.30\|64065;2026-04-13\|47.30\|-0.65\|47.61\|48.81\|46.65\|58796;2026-04-14\|50.43\|6.62\|48.31\|52.39\|48.31\|97277;2026-04-15\|57.75\|14.52\|51.01\|58.00\|50.35\|164994;2026-04-16\|61.31\|6.16\|57.42\|63.50\|56.01\|203134;2026-04-17\|58.92\|-3.90\|60.17\|61.95\|57.36\|148693;2026-04-20\|60.31\|2.36\|61.46\|61.85\|59.00\|106185;2026-04-21\|60.29\|-0.03\|59.05\|60.66\|57.96\|95094;2026-04-22\|63.45\|5.24\|59.82\|64.35\|59.68\|116113;2026-04-23\|63.10\|-0.55\|62.82\|64.18\|61.00\|74862;2026-04-24\|68.12\|7.96\|60.79\|68.86\|60.18\|168606;2026-04-27\|81.74\|19.99\|74.20\|81.74\|73.00\|153326;2026-04-28\|86.35\|5.64\|88.01\|90.00\|86.00\|197992;2026-04-29\|85.18\|-1.35\|87.00\|87.55\|83.99\|112182;2026-04-30\|85.20\|0.02\|85.68\|91.57\|85.20\|110474;2026-05-06\|88.04\|3.33\|89.00\|92.28\|87.19\|116456;2026-05-07\|93.65\|6.37\|89.00\|95.58\|85.34\|125873;2026-05-08\|92.45\|-1.28\|93.33\|96.60\|91.04\|105542;2026-05-11\|90.87\|-1.71\|90.79\|92.23\|87.30\|93015;2026-05-12\|87.26\|-3.97\|91.04\|91.09\|86.48\|81906;2026-05-13\|95.26\|9.17\|85.96\|98.47\|85.00\|104758;2026-05-14\|89.33\|-6.23\|96.14\|97.35\|89.33\|85095;2026-05-15\|85.70\|-4.06\|88.42\|89.27\|84.66\|81045;2026-05-18\|88.71\|3.51\|86.05\|90.21\|85.99\|75364;2026-05-19\|90.33\|1.83\|88.71\|92.66\|88.60\|65764;2026-05-20\|89.32\|-1.12\|90.00\|91.63\|88.46\|57780;2026-05-21\|83.27\|-6.77\|89.41\|90.89\|83.00\|66398;2026-05-22\|82.74\|-0.64\|83.98\|84.99\|81.50\|61770;2026-05-25\|84.01\|1.53\|83.50\|85.69\|79.50\|88126;2026-05-26\|80.78\|-3.84\|84.98\|84.98\|79.95\|66976;2026-05-27\|77.08\|-4.58\|81.00\|81.00\|75.98\|75739;2026-05-28\|78.00\|1.19\|76.81\|78.49\|75.68\|44203;2026-05-29\|79.99\|2.55\|80.00\|87.87\|79.32\|93583;2026-06-01\|76.08\|-4.89\|81.42\|82.50\|76.02\|69720;2026-06-02\|74.90\|-1.55\|76.88\|76.92\|72.57\|55110;2026-06-03\|74.76\|-0.19\|74.37\|77.26\|73.90\|50513;2026-06-04\|73.86\|-1.20\|74.00\|75.68\|72.58\|32595;2026-06-05\|71.82\|-2.76\|73.81\|73.82\|71.00\|42612;2026-06-08\|70.00\|-2.53\|70.01\|72.97\|68.68\|52103;2026-06-09\|74.66\|6.66\|71.17\|75.60\|70.00\|62408;2026-06-10\|71.39\|-4.38\|74.00\|74.19\|70.50\|45744;2026-06-11\|67.64\|-5.25\|71.00\|71.50\|67.10\|48189;2026-06-12\|67.11\|-0.78\|69.69\|71.00\|66.91\|46517;2026-06-15\|71.94\|7.20\|67.78\|72.98\|67.78\|59022;2026-06-16\|72.27\|0.46\|72.56\|73.73\|71.05\|44949;2026-06-17\|73.29\|1.41\|71.28\|77.00\|71.28\|67291;2026-06-18\|73.33\|0.05\|73.47\|75.22\|72.71\|58504;2026-06-22\|75.87\|3.46\|76.80\|77.50\|72.67\|72805;2026-06-23\|73.81\|-2.72\|77.10\|78.83\|73.08\|72690;2026-06-24\|81.24\|10.07\|73.08\|83.31\|70.77\|120047;2026-06-25\|86.69\|6.71\|82.20\|90.00\|78.69\|144142;2026-06-26\|77.27\|-10.87\|85.00\|86.36\|77.20\|103315;2026-06-29\|73.79\|-4.50\|76.00\|78.60\|69.47\|94496;2026-06-30\|83.93\|13.74\|74.52\|88.50\|74.52\|176185;2026-07-01\|84.58\|0.77\|86.20\|89.49\|84.00\|113185;2026-07-02\|79.57\|-5.92\|81.09\|83.02\|78.30\|88010;2026-07-03\|77.58\|-2.50\|81.00\|81.36\|76.66\|60650;2026-07-06\|77.22\|-0.46\|79.42\|81.18\|76.03\|69470;2026-07-07\|75.00\|-2.87\|78.00\|79.99\|72.93\|63866;2026-07-08\|73.03\|-2.63\|76.00\|76.65\|71.00\|54991;2026-07-09\|76.88\|5.27\|73.15\|77.36\|70.97\|62039;2026-07-10\|78.82\|2.52\|78.00\|85.90\|77.00\|94666;2026-07-13\|74.68\|-5.25\|77.03\|79.08\|73.80\|69886;2026-07-14\|73.95\|-0.98\|74.51\|76.01\|59.81\|65066;2026-07-15\|74.29\|0.46\|75.34\|76.80\|73.09\|58992;2026-07-16\|72.06\|-3.00\|73.12\|75.75\|70.03\|50169;2026-07-17\|61.28\|-14.96\|72.00\|72.00\|60.01\|82304;2026-07-20\|55.56\|-9.33\|63.68\|64.30\|53.10\|105691;2026-07-21\|57.80\|4.03\|60.00\|61.10\|48.12\|119049;2026-07-22\|56.77\|-1.78\|57.00\|61.40\|56.25\|88842;2026-07-23\|55.81\|-1.69\|56.32\|58.74\|54.50\|56639;2026-07-24\|54.12\|-3.03\|55.00\|55.69\|52.60\|43531
8964	阿里云、百度云AI算力和存储产品价格上调	OpenClaw+AI算力+云计算+回购完成 1、据2026年3月2日互动易，公司于1月下旬率先推出了部署Openclaw(Clawdbot)的相关镜像，为行业内率先实现云端部署的厂商，相关服务目前已上线美国、新加坡、日本等多个海外节点，助力用户快速构建“7×24小时个人AI超级助手”。近期公司进一步推出开箱即用的 OpenClaw 轻量应用云主机。 2、据2026年3月2日互动易，公司1-2月完成巴西圣保罗、越南胡志明GPU集群上线，持续扩建海外智算节点，满足全球算力需求。 3、据2026年2月11日公司公告，因全球供应链波动加剧、核心硬件采购等基础设施成本显著上涨，经评估决定自2026年3月1日起，对所有续签及新签用户的全线云产品与服务实施价格上浮调整。 4、据2026年3月5日公告，公司回购计划实施完毕，累计回购31.91万股，占总股本0.0699%，支付金额999.95万元。	1、公司是国内领先的中立第三方云计算服务商，自主研发并提供计算、网络、存储等IaaS和基础PaaS产品，以及大数据、人工智能等产品，通过公有云、私有云、混合云三种模式为用户提供服务； 2、公司于1月下旬推出了部署Openclaw的相关镜像	2026-03-17\|41.79\|-1.95\|43.66\|43.90\|41.70\|551428;2026-03-18\|47.31\|13.21\|43.00\|47.74\|43.00\|1028003;2026-03-19\|47.84\|1.12\|45.33\|49.68\|45.11\|951025;2026-03-20\|45.00\|-5.94\|47.68\|47.68\|45.00\|652510;2026-03-23\|43.39\|-3.58\|43.90\|46.17\|42.61\|514606;2026-03-24\|42.69\|-1.61\|43.82\|44.17\|40.92\|538724;2026-03-25\|43.35\|1.55\|44.00\|45.88\|43.01\|677609;2026-03-26\|41.38\|-4.54\|43.31\|44.19\|41.18\|448098;2026-03-27\|41.32\|-0.14\|40.03\|41.86\|39.85\|327090;2026-03-30\|41.20\|-0.29\|39.99\|41.32\|39.21\|328156;2026-03-31\|40.20\|-2.43\|40.93\|41.36\|39.77\|272565;2026-04-01\|44.22\|10.00\|42.00\|44.78\|41.68\|639300;2026-04-02\|40.68\|-8.01\|43.10\|43.16\|40.18\|478473;2026-04-03\|41.60\|2.26\|41.58\|43.05\|40.89\|457875;2026-04-07\|40.35\|-3.00\|41.00\|42.07\|40.08\|325221;2026-04-08\|45.98\|13.95\|42.77\|46.00\|42.40\|643885;2026-04-09\|46.14\|0.35\|44.98\|46.50\|44.68\|504996;2026-04-10\|44.52\|-3.51\|46.04\|46.30\|44.50\|466758;2026-04-13\|44.99\|1.06\|43.60\|46.20\|43.58\|390090;2026-04-14\|46.28\|2.87\|46.68\|47.65\|45.59\|531877;2026-04-15\|45.78\|-1.08\|46.38\|47.18\|45.00\|420517;2026-04-16\|47.33\|3.39\|46.50\|48.88\|46.26\|550980;2026-04-17\|47.75\|0.89\|46.66\|48.26\|46.62\|398913;2026-04-20\|48.43\|1.42\|48.10\|50.43\|47.77\|471944;2026-04-21\|46.80\|-3.37\|47.00\|47.33\|44.40\|533584;2026-04-22\|49.17\|5.06\|46.76\|49.50\|46.01\|518607;2026-04-23\|50.08\|1.85\|48.88\|52.94\|48.63\|659352;2026-04-24\|49.20\|-1.76\|50.20\|51.95\|47.86\|598383;2026-04-27\|47.04\|-4.39\|48.00\|48.00\|44.98\|462578;2026-04-28\|44.95\|-4.44\|46.87\|47.07\|44.85\|426488;2026-04-29\|45.81\|1.91\|44.56\|47.15\|44.43\|364788;2026-04-30\|45.03\|-1.70\|45.80\|46.62\|44.00\|351327;2026-05-06\|50.27\|11.64\|46.60\|52.48\|46.56\|681428;2026-05-07\|52.76\|4.95\|50.30\|52.86\|49.95\|512369;2026-05-08\|51.25\|-2.86\|51.88\|52.68\|51.06\|392424;2026-05-11\|50.40\|-1.66\|52.58\|52.90\|49.51\|469846;2026-05-12\|48.61\|-3.55\|50.02\|50.40\|48.21\|392865;2026-05-13\|50.87\|4.65\|47.89\|51.41\|47.50\|519217;2026-05-14\|47.80\|-6.04\|52.50\|52.88\|47.77\|524020;2026-05-15\|46.60\|-2.51\|47.50\|49.48\|45.80\|456075;2026-05-18\|47.23\|1.35\|47.20\|49.90\|46.69\|476252;2026-05-19\|48.69\|3.09\|46.50\|48.90\|45.40\|445350;2026-05-20\|47.89\|-1.64\|48.00\|48.69\|46.80\|336985;2026-05-21\|43.44\|-9.29\|48.44\|48.45\|43.01\|530140;2026-05-22\|45.10\|3.82\|43.81\|45.15\|43.03\|347738;2026-05-25\|44.16\|-2.08\|44.50\|45.00\|41.76\|480262;2026-05-26\|41.70\|-5.57\|43.60\|43.60\|40.86\|349770;2026-05-27\|40.28\|-3.41\|41.80\|42.18\|39.83\|275707;2026-05-28\|40.75\|1.17\|41.26\|41.40\|39.00\|262077;2026-05-29\|38.68\|-5.08\|41.00\|41.25\|38.41\|266383;2026-06-01\|38.74\|0.16\|39.00\|40.29\|38.44\|239054;2026-06-02\|38.98\|0.62\|39.55\|39.78\|37.39\|242394;2026-06-03\|38.60\|-0.97\|38.80\|39.89\|38.25\|264537;2026-06-04\|38.70\|0.26\|38.23\|38.87\|37.51\|229876;2026-06-05\|37.28\|-3.67\|38.48\|38.49\|36.80\|254872;2026-06-08\|35.55\|-4.64\|35.91\|36.97\|34.90\|228453;2026-06-09\|36.11\|1.58\|35.99\|36.34\|35.30\|169420;2026-06-10\|35.74\|-1.02\|36.00\|37.43\|35.22\|235303;2026-06-11\|34.58\|-3.25\|35.38\|35.51\|34.20\|207401;2026-06-12\|35.00\|1.21\|35.18\|36.23\|35.00\|214213;2026-06-15\|36.86\|5.31\|35.75\|37.05\|35.40\|233196;2026-06-16\|35.83\|-2.79\|36.06\|36.60\|35.54\|262880;2026-06-17\|37.20\|3.82\|35.83\|37.62\|35.66\|321003;2026-06-18\|38.63\|3.84\|37.35\|38.80\|37.07\|368699;2026-06-22\|39.77\|2.95\|38.88\|39.84\|38.00\|416340;2026-06-23\|37.45\|-5.83\|40.00\|40.00\|37.01\|317633;2026-06-24\|38.85\|3.74\|37.35\|39.19\|36.50\|303505;2026-06-25\|36.83\|-5.20\|38.60\|38.69\|36.66\|302105;2026-06-26\|34.01\|-7.66\|36.88\|36.88\|34.00\|301218;2026-06-29\|33.01\|-2.94\|34.06\|34.26\|32.70\|238164;2026-06-30\|36.76\|11.36\|33.09\|37.57\|33.09\|340700;2026-07-01\|36.81\|0.14\|36.95\|37.99\|36.31\|300596;2026-07-02\|35.83\|-2.66\|36.00\|37.65\|35.60\|243702;2026-07-03\|35.05\|-2.18\|35.80\|36.49\|35.00\|202129;2026-07-06\|33.60\|-4.14\|34.88\|35.12\|33.50\|186668;2026-07-07\|32.40\|-3.57\|33.82\|34.15\|32.16\|171050;2026-07-08\|34.83\|7.50\|32.86\|36.00\|32.85\|352957;2026-07-09\|36.90\|5.94\|34.60\|36.98\|34.01\|387178;2026-07-10\|37.19\|0.79\|36.30\|39.27\|36.30\|401676;2026-07-13\|35.65\|-4.14\|37.00\|37.95\|35.45\|277720;2026-07-14\|34.27\|-3.87\|35.68\|36.21\|32.50\|281135;2026-07-15\|33.85\|-1.23\|34.11\|35.14\|33.33\|177829;2026-07-16\|33.91\|0.18\|33.61\|35.18\|32.96\|230331;2026-07-17\|29.99\|-11.56\|33.90\|33.99\|29.92\|311531;2026-07-20\|30.61\|2.07\|31.01\|32.46\|29.30\|279078;2026-07-21\|31.55\|3.07\|30.75\|31.67\|28.37\|273703;2026-07-22\|31.18\|-1.17\|31.54\|32.77\|31.02\|247683;2026-07-23\|30.37\|-2.60\|31.00\|32.02\|30.23\|191937;2026-07-24\|29.27\|-3.62\|29.69\|30.17\|29.12\|151340
8963	阿里云、百度云AI算力和存储产品价格上调	算力租赁+京津冀+火山引擎行业原因： 1、国家数据局日前表示，2024年初，中国日均Token(词元)调用量为1000亿；至2025年底，跃升至100万亿；今年3月，已突破140万亿，两年增长超千倍。 2、据上海证券报3月19日报道，阿里云、百度智能云同步上调AI算力及存储价格，最高涨幅34%，供需缺口扩大。公司原因： 1、据2026年3月18日投资者关系活动记录表，目前公司在北京科信盛彩云计算中心和天津赞普云计算中心部署了高性能的算力硬件，为用户提供高性能智算算力服务、智算网络服务等，截至目前算力业务规模已超过 4,000P，年合同额超过 1 亿元。天津宝坻数据中心项目整体占地面积 368 亩，计划分四期建设。截至目前宝坻一期项目已全部交付客户使用，二期部分项目已完成交付工作，三期处于土建建设阶段。 2、据2026年3月11日开源证券研报，控股子公司光环云为火山引擎区域授权合作伙伴，并收购湃阳智能发布“Panacea智能体训推平台”，加码AI智能体落地。 3、据2025年8月27日半年度报告，公司作为亚马逊云科技中国北京区域运营商，依托自有IDC提供从IaaS到SaaS的多云生态服务。	国内IDC行业龙头；公司目前已投入运营的机柜数量约4.8万个，出售率达到90%以上	2026-03-17\|14.97\|-2.60\|15.43\|15.59\|14.83\|1036501;2026-03-18\|17.05\|13.89\|15.30\|17.10\|15.27\|2415462;2026-03-19\|16.70\|-2.05\|16.51\|17.28\|16.51\|1780380;2026-03-20\|15.52\|-7.07\|16.61\|16.77\|15.50\|1477692;2026-03-23\|15.25\|-1.74\|15.31\|16.07\|15.05\|1633381;2026-03-24\|15.48\|1.51\|15.60\|15.81\|14.51\|1851585;2026-03-25\|18.23\|17.76\|16.01\|18.58\|16.01\|4358142;2026-03-26\|17.08\|-6.31\|17.69\|18.16\|17.08\|2928919;2026-03-27\|17.33\|1.46\|17.50\|17.98\|17.09\|2405973;2026-03-30\|17.61\|1.62\|17.04\|18.10\|16.32\|2567554;2026-03-31\|17.12\|-2.78\|17.64\|17.98\|17.09\|1656805;2026-04-01\|17.65\|3.10\|18.00\|18.45\|17.32\|2208282;2026-04-02\|16.28\|-7.76\|17.36\|17.48\|16.08\|2063764;2026-04-03\|16.88\|3.69\|16.94\|17.35\|16.51\|1998576;2026-04-07\|16.38\|-2.96\|16.89\|16.96\|16.27\|1383127;2026-04-08\|17.80\|8.67\|17.19\|17.85\|17.06\|2269914;2026-04-09\|17.48\|-1.80\|17.51\|17.74\|17.17\|1426556;2026-04-10\|17.20\|-1.60\|17.80\|17.88\|17.19\|1413264;2026-04-13\|17.60\|2.33\|16.89\|17.98\|16.89\|1472576;2026-04-14\|18.33\|4.15\|18.09\|19.16\|17.85\|2419817;2026-04-15\|17.85\|-2.62\|18.42\|18.42\|17.72\|1471145;2026-04-16\|18.78\|5.21\|18.03\|19.13\|18.03\|2069321;2026-04-17\|18.17\|-3.25\|18.51\|18.70\|18.05\|1833648;2026-04-20\|17.81\|-1.98\|18.15\|18.15\|17.56\|1470544;2026-04-21\|17.13\|-3.82\|17.52\|17.56\|16.76\|1470579;2026-04-22\|17.83\|4.09\|17.13\|18.00\|16.81\|1852534;2026-04-23\|17.61\|-1.23\|17.70\|18.20\|17.42\|1564086;2026-04-24\|17.09\|-2.95\|17.34\|17.55\|16.28\|1712806;2026-04-27\|16.14\|-5.56\|16.81\|16.97\|15.88\|1394867;2026-04-28\|15.59\|-3.41\|16.00\|16.27\|15.52\|1129010;2026-04-29\|16.15\|3.59\|15.59\|16.60\|15.17\|1407376;2026-04-30\|15.90\|-1.55\|16.00\|16.23\|15.55\|1137858;2026-05-06\|17.29\|8.74\|16.33\|17.67\|16.32\|2074662;2026-05-07\|17.54\|1.45\|17.21\|17.56\|17.07\|1216369;2026-05-08\|17.22\|-1.82\|17.25\|17.49\|17.01\|997694;2026-05-11\|17.17\|-0.29\|17.85\|17.93\|16.82\|1427462;2026-05-12\|16.63\|-3.15\|17.08\|17.17\|16.42\|1124550;2026-05-13\|17.80\|7.04\|16.50\|17.98\|16.38\|2080731;2026-05-14\|17.04\|-4.27\|18.02\|18.18\|16.93\|1499990;2026-05-15\|16.71\|-1.94\|17.32\|17.90\|16.50\|1830783;2026-05-18\|16.73\|0.12\|16.96\|17.27\|16.52\|1343270;2026-05-19\|17.37\|3.83\|16.55\|17.48\|16.26\|1599769;2026-05-20\|16.53\|-4.84\|17.28\|17.90\|16.51\|1580110;2026-05-21\|15.27\|-7.62\|16.67\|16.79\|15.22\|1888462;2026-05-22\|15.66\|2.55\|15.45\|15.71\|15.20\|968605;2026-05-25\|15.74\|0.51\|15.75\|15.94\|15.18\|1145978;2026-05-26\|15.16\|-3.68\|15.54\|15.59\|14.82\|947434;2026-05-27\|14.37\|-5.21\|15.10\|15.20\|14.27\|853322;2026-05-28\|14.51\|1.11\|14.66\|14.77\|14.07\|739059;2026-05-29\|13.66\|-5.86\|14.43\|14.60\|13.54\|878895;2026-06-01\|13.49\|-1.24\|13.78\|14.02\|13.48\|659839;2026-06-02\|13.53\|0.30\|13.60\|13.72\|13.05\|643577;2026-06-03\|13.33\|-1.48\|13.39\|13.63\|13.14\|660668;2026-06-04\|13.44\|0.83\|13.21\|13.44\|13.00\|637399;2026-06-05\|13.03\|-3.05\|13.30\|13.43\|12.96\|633906;2026-06-08\|12.51\|-3.99\|12.60\|12.87\|12.31\|650350;2026-06-09\|12.60\|0.72\|12.66\|12.73\|12.37\|491390;2026-06-10\|12.72\|0.95\|12.72\|13.24\|12.62\|805029;2026-06-11\|12.06\|-5.19\|12.50\|12.58\|11.97\|717061;2026-06-12\|12.14\|0.66\|12.31\|12.40\|12.00\|720257;2026-06-15\|12.58\|3.62\|12.26\|12.58\|12.19\|675157;2026-06-16\|12.61\|0.24\|12.50\|12.69\|12.35\|569978;2026-06-17\|12.55\|-0.48\|12.50\|12.74\|12.38\|543757;2026-06-18\|12.90\|2.79\|12.56\|13.06\|12.51\|851410;2026-06-22\|13.28\|2.95\|12.89\|13.42\|12.82\|933619;2026-06-23\|12.61\|-5.05\|13.15\|13.24\|12.46\|771870;2026-06-24\|13.43\|6.50\|12.71\|13.50\|12.69\|1048186;2026-06-25\|13.16\|-2.01\|13.66\|13.97\|13.06\|905710;2026-06-26\|12.11\|-7.98\|12.90\|12.90\|12.08\|845334;2026-06-29\|11.90\|-1.73\|12.02\|12.20\|11.80\|531500;2026-06-30\|12.44\|4.54\|11.95\|12.70\|11.69\|607713;2026-07-01\|13.77\|10.69\|12.43\|14.64\|12.27\|1661385;2026-07-02\|13.24\|-3.85\|13.34\|13.80\|13.20\|907496;2026-07-03\|13.00\|-1.81\|13.35\|13.55\|12.88\|722911;2026-07-06\|12.45\|-4.23\|12.90\|13.00\|12.45\|527145;2026-07-07\|12.18\|-2.17\|12.49\|12.56\|12.02\|379632;2026-07-08\|12.81\|5.17\|12.28\|13.10\|12.28\|910367;2026-07-09\|12.96\|1.17\|12.70\|13.04\|12.50\|771908;2026-07-10\|13.07\|0.85\|12.90\|13.52\|12.79\|881808;2026-07-13\|13.27\|1.53\|13.00\|13.55\|12.92\|880156;2026-07-14\|12.39\|-6.63\|13.11\|13.33\|11.80\|929676;2026-07-15\|12.20\|-1.53\|12.22\|12.50\|11.95\|537573;2026-07-16\|12.27\|0.57\|12.10\|12.52\|11.96\|491320;2026-07-17\|12.85\|4.73\|12.13\|13.32\|11.80\|1264423;2026-07-20\|13.14\|2.26\|12.90\|13.25\|12.57\|997611;2026-07-21\|13.40\|1.98\|12.92\|13.42\|12.59\|1095246;2026-07-22\|13.54\|1.04\|13.32\|13.88\|13.16\|1305812;2026-07-23\|13.17\|-2.73\|13.30\|13.58\|13.11\|828475;2026-07-24\|12.31\|-6.53\|12.82\|12.96\|12.31\|704186
8962	阿里云、百度云AI算力和存储产品价格上调	涨停揭秘：公司控股子公司京源云计算向蓝耘科技等客户提供算力云服务，叠加‘环保+AI’战略落地，AI加药一体机等智能产品加速商用；涨停缘由：阿里云、百度云AI算力和存储产品价格上调催化算力产业链；公司新兴互联网（算力）业务收入同比激增210.34%，毛利率达54.16%；全资子公司京源云计算及控股子公司京源云智能共同贡献稳定高毛利收入；资金逻辑：4月29日融资净买入696.83万元，融资余额升至8811.63万元，占流通市值4.43%，处于历史80%分位；主力资金连续多日净流入，显示资金聚焦其算力+环保双主线；风险提示：2025年净利润为-6883.16万元，短期借款2.76亿元远超货币资金1.17亿元，应收账款高达6.94亿元，回款压力与偿债风险并存	控股子公司京源云计算向蓝耘科技提供算力云服务	2026-03-17\|8.32\|-4.91\|8.77\|8.85\|8.28\|56364;2026-03-18\|9.59\|15.26\|8.29\|9.59\|8.29\|176370;2026-03-19\|8.88\|-7.40\|9.42\|9.42\|8.76\|136052;2026-03-20\|8.51\|-4.17\|8.81\|9.18\|8.46\|128397;2026-03-23\|8.50\|-0.12\|8.37\|9.09\|8.22\|150862;2026-03-24\|9.00\|5.88\|8.60\|9.05\|8.45\|130551;2026-03-25\|9.21\|2.33\|8.99\|9.43\|8.99\|129027;2026-03-26\|9.40\|2.06\|9.21\|9.56\|8.84\|135646;2026-03-27\|9.30\|-1.06\|9.24\|9.45\|9.07\|120125;2026-03-30\|8.91\|-4.19\|9.12\|9.16\|8.60\|118203;2026-03-31\|8.62\|-3.25\|8.84\|9.09\|8.57\|74953;2026-04-01\|8.47\|-1.74\|8.80\|9.13\|8.42\|108006;2026-04-02\|8.08\|-4.60\|8.40\|8.47\|8.00\|108106;2026-04-03\|7.74\|-4.21\|8.16\|8.18\|7.60\|71035;2026-04-07\|7.95\|2.71\|7.77\|8.22\|7.73\|74723;2026-04-08\|8.55\|7.55\|8.20\|8.59\|8.16\|83250;2026-04-09\|8.16\|-4.56\|8.55\|8.55\|8.11\|76446;2026-04-10\|8.19\|0.37\|8.19\|8.34\|8.07\|43023;2026-04-13\|8.02\|-2.08\|8.21\|8.21\|7.87\|79903;2026-04-14\|8.25\|2.87\|8.13\|8.27\|7.95\|52094;2026-04-15\|8.47\|2.67\|8.27\|8.94\|8.26\|114905;2026-04-16\|8.47\|0.00\|8.46\|8.56\|8.23\|66888;2026-04-17\|8.17\|-3.54\|8.50\|8.52\|8.11\|59691;2026-04-20\|8.09\|-0.98\|8.11\|8.24\|7.96\|52047;2026-04-21\|8.12\|0.37\|8.02\|8.27\|7.96\|49986;2026-04-22\|8.21\|1.11\|8.10\|8.26\|7.90\|67629;2026-04-23\|8.07\|-1.71\|8.24\|8.27\|8.00\|38490;2026-04-24\|8.11\|0.50\|8.16\|8.21\|7.86\|48921;2026-04-27\|8.31\|2.47\|8.12\|8.35\|7.95\|53372;2026-04-28\|8.26\|-0.60\|8.21\|8.35\|8.11\|45998;2026-04-29\|8.42\|1.94\|8.21\|8.62\|8.11\|79731;2026-04-30\|8.38\|-0.48\|8.37\|8.58\|8.35\|46634;2026-05-06\|8.33\|-0.60\|8.50\|8.65\|8.31\|92748;2026-05-07\|8.48\|1.80\|8.33\|8.52\|8.33\|59389;2026-05-08\|9.66\|13.92\|8.50\|10.18\|8.37\|413248;2026-05-11\|10.91\|12.94\|9.78\|11.18\|9.69\|437467;2026-05-12\|11.67\|6.97\|11.13\|12.03\|11.01\|412002;2026-05-13\|12.12\|3.86\|11.75\|12.56\|11.58\|319233;2026-05-14\|12.12\|0.00\|11.89\|12.46\|11.55\|275615;2026-05-15\|11.97\|-1.24\|12.23\|12.78\|11.78\|197212;2026-05-18\|11.82\|-1.25\|11.75\|12.32\|11.64\|130754;2026-05-19\|12.35\|4.48\|11.82\|12.43\|11.56\|155022;2026-05-20\|12.12\|-1.86\|12.64\|12.78\|12.10\|113001;2026-05-21\|12.41\|2.39\|12.11\|13.18\|12.03\|210122;2026-05-22\|12.69\|2.26\|12.66\|12.97\|12.30\|177594;2026-05-25\|13.00\|2.44\|12.84\|13.68\|12.84\|213134;2026-05-26\|12.88\|-0.92\|12.88\|13.37\|12.73\|151060;2026-05-27\|12.42\|-3.57\|12.76\|12.96\|12.20\|109065;2026-05-28\|12.29\|-1.05\|12.32\|12.47\|12.03\|97365;2026-05-29\|11.95\|-2.77\|12.05\|12.46\|11.59\|154242;2026-06-01\|13.11\|9.71\|12.18\|13.57\|11.95\|220563;2026-06-02\|12.74\|-2.82\|12.90\|13.55\|12.36\|123794;2026-06-03\|12.79\|0.39\|12.61\|13.21\|12.37\|90120;2026-06-04\|12.67\|-0.94\|12.64\|13.00\|12.31\|76119;2026-06-05\|12.88\|1.66\|12.55\|13.20\|12.38\|93071;2026-06-08\|12.43\|-3.49\|12.50\|13.50\|12.14\|152837;2026-06-09\|14.58\|17.30\|12.65\|14.76\|12.40\|267327;2026-06-10\|15.01\|2.95\|14.61\|15.50\|14.33\|205664;2026-06-11\|13.84\|-7.79\|14.94\|15.44\|13.39\|168461;2026-06-12\|12.79\|-7.59\|14.30\|14.47\|12.74\|164973;2026-06-15\|12.53\|-2.03\|13.00\|13.71\|12.30\|172291;2026-06-16\|12.09\|-3.51\|12.50\|12.80\|11.75\|187853;2026-06-17\|13.41\|10.92\|11.86\|13.85\|11.76\|196577;2026-06-18\|14.29\|6.56\|13.38\|14.68\|12.80\|228455;2026-06-22\|14.58\|2.03\|14.65\|15.15\|13.95\|169809;2026-06-23\|14.85\|1.85\|14.59\|14.92\|14.41\|86645;2026-06-24\|14.70\|-1.01\|14.75\|15.11\|14.00\|104496;2026-06-25\|14.20\|-3.40\|14.75\|15.09\|13.93\|120585;2026-06-26\|13.75\|-3.17\|13.92\|14.28\|13.38\|90275;2026-06-29\|13.36\|-2.84\|13.83\|13.83\|12.93\|98418;2026-06-30\|13.36\|0.00\|13.36\|13.76\|13.24\|73765;2026-07-01\|12.89\|-3.52\|13.36\|13.61\|12.71\|119924;2026-07-02\|12.41\|-3.72\|12.87\|13.00\|12.16\|104066;2026-07-03\|9.93\|-19.98\|12.23\|12.33\|9.93\|295458;2026-07-06\|9.85\|-0.81\|9.70\|10.93\|9.42\|294338;2026-07-07\|9.53\|-3.25\|9.93\|10.33\|9.40\|158562;2026-07-08\|9.33\|-2.10\|9.67\|9.67\|8.30\|212589;2026-07-09\|9.24\|-0.96\|9.52\|9.79\|8.86\|138819;2026-07-10\|9.24\|0.00\|9.22\|9.33\|8.76\|131349;2026-07-13\|9.10\|-1.52\|9.08\|9.78\|8.81\|106895;2026-07-14\|9.42\|3.52\|9.08\|9.76\|8.51\|117660;2026-07-15\|10.09\|7.11\|9.32\|10.21\|9.05\|88349;2026-07-16\|10.35\|2.58\|10.15\|10.86\|9.82\|109256;2026-07-17\|9.50\|-8.21\|10.45\|10.60\|8.92\|97875;2026-07-20\|7.60\|-20.00\|9.74\|9.83\|7.60\|137345;2026-07-21\|7.25\|-4.61\|7.60\|7.70\|6.16\|152535;2026-07-22\|7.27\|0.28\|7.16\|7.57\|6.97\|85633;2026-07-23\|7.19\|-1.10\|7.18\|7.35\|6.76\|63160;2026-07-24\|7.20\|0.14\|7.15\|7.53\|6.93\|81250
8961	阿里云、百度云AI算力和存储产品价格上调	智算中心+算力租赁行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月24日年报，公司内蒙古和林格尔智算中心已交付3栋数据中心楼并产生稳定收入，规划1.5万机架、10万P算力，与头部互联网客户签有长期协议。 2、据2026年4月23日激励计划草案，公司考核期内智算业务收入目标由1.6亿元增至19亿元，五年复合增速约64%，并拟复制该模式扩大供给。 3、据2025年9月公告，公司控股视拓云后形成万卡级GPU集群，AutoDL.com平台运营约3万张GPU，已为超1万家企业及百余高校提供算力租赁。	1、公司在内蒙已布局数据中心，规划机柜数量共2万台，参股子公司在北京已布局数据中心，总规模9000台左右； 2、公司构建大语言模型生态体系，推出图灵深思、图灵深言等AIGC应用产品，已在通信、金融、工业、政府等领域规模化落地	2026-03-17\|13.45\|6.92\|12.76\|14.18\|12.62\|1732525;2026-03-18\|15.65\|16.36\|14.00\|16.14\|14.00\|3370731;2026-03-19\|16.36\|4.54\|15.22\|17.33\|15.04\|3117038;2026-03-20\|14.38\|-12.10\|16.07\|16.36\|14.26\|2367924;2026-03-23\|14.05\|-2.29\|14.21\|14.85\|13.79\|1632645;2026-03-24\|14.34\|2.06\|14.18\|14.43\|13.49\|1894122;2026-03-25\|15.62\|8.93\|14.57\|16.15\|14.51\|2066690;2026-03-26\|14.50\|-7.17\|15.45\|15.57\|14.42\|1261572;2026-03-27\|14.27\|-1.59\|14.10\|14.80\|13.87\|966971;2026-03-30\|14.61\|2.38\|13.72\|14.75\|13.35\|1127575;2026-03-31\|14.15\|-3.15\|14.41\|14.68\|14.02\|801679;2026-04-01\|14.92\|5.44\|14.85\|15.94\|14.55\|1564190;2026-04-02\|13.92\|-6.70\|14.94\|15.00\|13.74\|1249290;2026-04-03\|14.90\|7.04\|14.30\|15.66\|14.02\|1886546;2026-04-07\|14.72\|-1.21\|15.10\|15.55\|14.64\|1465415;2026-04-08\|16.93\|15.01\|15.65\|17.25\|15.55\|2188595;2026-04-09\|16.03\|-5.32\|16.01\|16.30\|15.71\|1826696;2026-04-10\|15.89\|-0.87\|16.70\|17.18\|15.86\|1793203;2026-04-13\|17.00\|6.99\|16.01\|17.85\|15.71\|2177608;2026-04-14\|17.18\|1.06\|17.70\|17.79\|16.82\|1830589;2026-04-15\|16.56\|-3.61\|16.88\|17.00\|16.22\|1456779;2026-04-16\|16.90\|2.05\|16.87\|17.74\|16.66\|2048313;2026-04-17\|16.66\|-1.42\|16.45\|17.26\|16.13\|1655304;2026-04-20\|16.30\|-2.16\|16.50\|17.19\|16.14\|1675392;2026-04-21\|15.64\|-4.05\|15.98\|15.98\|15.21\|1300279;2026-04-22\|16.75\|7.10\|15.60\|17.05\|15.08\|2107586;2026-04-23\|16.23\|-3.10\|16.22\|16.80\|16.03\|1279318;2026-04-24\|16.53\|1.85\|16.34\|17.25\|15.00\|2309437;2026-04-27\|15.96\|-3.45\|16.23\|16.39\|15.57\|1277342;2026-04-28\|15.41\|-3.45\|16.06\|16.19\|15.25\|1281693;2026-04-29\|15.46\|0.32\|15.27\|15.99\|15.02\|1065974;2026-04-30\|15.44\|-0.13\|15.41\|16.13\|14.70\|1563901;2026-05-06\|18.53\|20.01\|16.47\|18.53\|16.47\|2785586;2026-05-07\|19.03\|2.70\|19.28\|19.37\|18.40\|2401417;2026-05-08\|19.35\|1.68\|19.09\|20.18\|18.90\|2021722;2026-05-11\|19.08\|-1.40\|20.11\|20.36\|18.68\|1728016;2026-05-12\|18.74\|-1.78\|19.01\|19.26\|18.48\|1075873;2026-05-13\|20.19\|7.74\|18.86\|21.00\|18.60\|2192142;2026-05-14\|19.00\|-5.89\|20.60\|20.60\|18.98\|1556984;2026-05-15\|18.87\|-0.68\|19.43\|19.99\|18.52\|1467952;2026-05-18\|19.50\|3.34\|19.63\|20.94\|19.32\|1913895;2026-05-19\|21.44\|9.95\|20.01\|21.98\|19.66\|2426466;2026-05-20\|20.35\|-5.08\|21.73\|22.12\|20.26\|2042029;2026-05-21\|18.62\|-8.50\|20.65\|20.69\|18.50\|1968881;2026-05-22\|19.17\|2.95\|18.88\|19.35\|18.41\|1346547;2026-05-25\|18.87\|-1.56\|19.39\|19.68\|18.38\|1370197;2026-05-26\|17.68\|-6.31\|18.22\|18.28\|17.40\|1324403;2026-05-27\|16.97\|-4.02\|17.56\|17.69\|16.70\|1009988;2026-05-28\|17.71\|4.36\|18.01\|18.36\|17.06\|1123962;2026-05-29\|16.41\|-7.34\|17.40\|17.64\|16.24\|1047047;2026-06-01\|16.55\|0.85\|16.42\|17.15\|16.41\|796299;2026-06-02\|16.22\|-1.99\|16.72\|16.81\|15.55\|830824;2026-06-03\|16.36\|0.86\|15.93\|16.86\|15.72\|915538;2026-06-04\|17.08\|4.40\|16.01\|17.08\|15.77\|1137701;2026-06-05\|16.56\|-3.04\|16.72\|17.08\|16.50\|757785;2026-06-08\|15.52\|-6.28\|15.50\|16.20\|15.41\|683927;2026-06-09\|15.78\|1.68\|15.70\|16.05\|15.28\|661607;2026-06-10\|15.78\|0.00\|15.54\|16.41\|15.50\|705380;2026-06-11\|14.65\|-7.16\|15.55\|15.57\|14.51\|872914;2026-06-12\|14.40\|-1.71\|14.94\|15.09\|14.30\|711641;2026-06-15\|15.34\|6.53\|14.79\|15.39\|14.71\|713121;2026-06-16\|15.49\|0.98\|15.30\|15.55\|14.93\|591538;2026-06-17\|15.58\|0.58\|15.28\|15.88\|15.12\|560809;2026-06-18\|18.70\|20.03\|15.65\|18.70\|15.65\|1972749;2026-06-22\|19.62\|4.92\|18.50\|19.80\|18.39\|2189103;2026-06-23\|18.67\|-4.84\|19.22\|19.72\|18.52\|1303253;2026-06-24\|18.53\|-0.75\|18.76\|18.92\|17.83\|1057676;2026-06-25\|17.86\|-3.62\|18.90\|18.93\|17.72\|960562;2026-06-26\|17.05\|-4.54\|17.60\|17.85\|16.88\|771399;2026-06-29\|16.22\|-4.87\|17.15\|17.70\|15.79\|1144748;2026-06-30\|17.71\|9.19\|16.35\|18.29\|16.10\|978278;2026-07-01\|18.90\|6.72\|18.02\|19.68\|17.50\|1775380;2026-07-02\|17.50\|-7.41\|18.46\|18.75\|17.39\|1132804;2026-07-03\|16.95\|-3.14\|17.66\|18.05\|16.93\|982907;2026-07-06\|16.27\|-4.01\|17.22\|17.32\|16.10\|616331;2026-07-07\|15.79\|-2.95\|16.44\|17.00\|15.55\|696709;2026-07-08\|15.94\|0.95\|15.88\|16.42\|15.58\|828277;2026-07-09\|16.20\|1.63\|16.30\|16.60\|15.23\|873940;2026-07-10\|16.00\|-1.23\|15.97\|16.96\|15.72\|980061;2026-07-13\|14.66\|-8.38\|15.88\|16.33\|14.50\|838373;2026-07-14\|14.27\|-2.66\|14.68\|15.10\|13.58\|708513;2026-07-15\|13.95\|-2.24\|14.31\|14.50\|13.79\|478763;2026-07-16\|13.95\|0.00\|13.75\|14.47\|13.57\|552499;2026-07-17\|12.90\|-7.53\|13.75\|13.95\|12.71\|674963;2026-07-20\|13.15\|1.94\|13.30\|13.72\|12.48\|725788;2026-07-21\|13.67\|3.95\|13.12\|13.68\|12.05\|835045;2026-07-22\|13.51\|-1.17\|14.11\|14.20\|13.42\|915453;2026-07-23\|13.58\|0.52\|13.21\|13.88\|13.18\|544086;2026-07-24\|12.99\|-4.34\|13.20\|13.42\|12.90\|383617
8960	阿里云、百度云AI算力和存储产品价格上调	氢能源+军工电源+扭亏为盈行业原因：据21财经，今年的政府工作报告首次将“绿色燃料”写入其中，也是继2024年之后再次提及“氢能”，且将其定位从“前沿新兴产业”升级为培育“新增长点”。公司原因： 1、据2023年7月7日互动易，公司承担了科技部相关项目的研制任务，相关氢燃料电池技术已运用于公司军工装备产品，目前公司涉及氢能源与光伏等新能源技术的电源装备中标军方相关项目并实现产品交付。此外，公司还与川崎合作共同打造的上海移动燃气轮机组。 2、据2025年半年报，公司大功率智能应急电源被互联网公司、运营商用于数据中心强制配套备用电源，受益数据中心高景气度实现较好发展。依托在应急市场强大的分销体系和深厚的电源技术积累，公司正积极探索储能等新产品市场的发展机会，柴发+储能混合产品已研制成功并有部分示范项目在现场成功运行。 3、据2026年1月31日公告的2025年度业绩预告，公司预计2025年归母净利润4700–7000万元，同比扭亏为盈，主因应急装备板块抓住智算中心建设机遇，军工装备板块复苏企稳。	公司当前在数据中心及算力中心的业务主要聚焦于智能应急电源系统配套	2026-03-17\|14.04\|-2.09\|14.51\|15.20\|13.94\|847276;2026-03-18\|15.44\|9.97\|14.08\|15.44\|13.86\|963835;2026-03-19\|14.81\|-4.08\|14.66\|15.31\|14.44\|941361;2026-03-20\|14.46\|-2.36\|15.19\|15.83\|14.41\|882847;2026-03-23\|14.54\|0.55\|14.10\|15.32\|13.96\|988374;2026-03-24\|15.12\|3.99\|14.88\|15.75\|14.42\|1051829;2026-03-25\|13.80\|-8.73\|15.70\|16.06\|13.64\|1756920;2026-03-26\|12.99\|-5.87\|13.50\|13.59\|12.80\|1147337;2026-03-27\|12.99\|0.00\|12.66\|13.28\|12.44\|950701;2026-03-30\|13.32\|2.54\|12.80\|13.76\|12.70\|815822;2026-03-31\|12.87\|-3.38\|13.30\|13.61\|12.85\|506476;2026-04-01\|13.90\|8.00\|13.38\|14.14\|13.15\|994790;2026-04-02\|13.67\|-1.65\|13.87\|14.10\|13.44\|520588;2026-04-03\|13.47\|-1.46\|13.65\|13.80\|13.23\|435131;2026-04-07\|13.15\|-2.38\|13.46\|13.88\|12.78\|494608;2026-04-08\|14.16\|7.68\|13.80\|14.30\|13.60\|814562;2026-04-09\|14.11\|-0.35\|14.12\|14.27\|13.87\|445774;2026-04-10\|14.84\|5.17\|14.28\|15.15\|14.06\|762089;2026-04-13\|14.48\|-2.43\|14.69\|14.78\|13.86\|727978;2026-04-14\|15.09\|4.21\|14.55\|15.35\|14.53\|804207;2026-04-15\|14.22\|-5.77\|15.20\|15.30\|14.15\|757394;2026-04-16\|14.98\|5.34\|14.22\|15.27\|14.10\|767224;2026-04-17\|15.84\|5.74\|14.97\|15.91\|14.29\|1068107;2026-04-20\|17.42\|9.97\|17.00\|17.42\|17.00\|407296;2026-04-21\|17.33\|-0.52\|17.88\|17.88\|16.52\|1143240;2026-04-22\|17.27\|-0.35\|17.15\|17.44\|16.57\|764693;2026-04-23\|17.59\|1.85\|18.20\|18.56\|16.74\|1013557;2026-04-24\|17.06\|-3.01\|17.20\|17.63\|16.90\|536203;2026-04-27\|16.38\|-3.99\|16.80\|16.94\|16.10\|485262;2026-04-28\|15.83\|-3.36\|16.11\|16.30\|15.67\|427405;2026-04-29\|15.93\|0.63\|15.55\|16.24\|15.55\|348101;2026-04-30\|15.69\|-1.51\|15.85\|16.18\|15.65\|357215;2026-05-06\|16.83\|7.27\|15.94\|17.23\|15.88\|633297;2026-05-07\|17.00\|1.01\|17.00\|17.40\|16.88\|491660;2026-05-08\|16.70\|-1.76\|16.79\|17.02\|16.63\|407004;2026-05-11\|16.14\|-3.35\|16.74\|16.82\|16.02\|494590;2026-05-12\|15.74\|-2.48\|16.18\|16.29\|15.40\|459663;2026-05-13\|16.24\|3.18\|15.58\|16.51\|15.20\|529381;2026-05-14\|15.20\|-6.40\|16.11\|16.26\|15.18\|500216;2026-05-15\|14.66\|-3.55\|15.21\|15.32\|14.50\|420036;2026-05-18\|14.35\|-2.11\|14.50\|14.64\|14.22\|377078;2026-05-19\|14.49\|0.98\|14.30\|14.60\|13.84\|429493;2026-05-20\|14.75\|1.79\|14.50\|14.94\|14.23\|407884;2026-05-21\|13.86\|-6.03\|14.83\|14.86\|13.83\|628806;2026-05-22\|14.21\|2.53\|13.94\|14.36\|13.77\|311476;2026-05-25\|14.03\|-1.27\|14.50\|15.29\|13.91\|511544;2026-05-26\|15.28\|8.91\|13.33\|15.43\|13.11\|1487876;2026-05-27\|14.45\|-5.43\|15.32\|15.59\|14.44\|917260;2026-05-28\|14.16\|-2.01\|14.42\|14.55\|13.81\|523962;2026-05-29\|12.75\|-9.96\|14.08\|14.28\|12.74\|685450;2026-06-01\|12.90\|1.18\|12.81\|13.48\|12.60\|565939;2026-06-02\|12.84\|-0.47\|12.90\|13.04\|12.35\|367403;2026-06-03\|13.73\|6.93\|12.72\|13.84\|12.60\|673901;2026-06-04\|13.45\|-2.04\|13.58\|13.86\|13.22\|372024;2026-06-05\|13.19\|-1.93\|13.45\|13.85\|13.05\|408697;2026-06-08\|12.36\|-6.29\|12.62\|12.93\|12.15\|345961;2026-06-09\|12.31\|-0.40\|12.50\|12.50\|12.17\|292212;2026-06-10\|11.88\|-3.49\|12.19\|12.19\|11.50\|383142;2026-06-11\|11.45\|-3.62\|11.79\|11.79\|11.38\|328232;2026-06-12\|11.80\|3.06\|11.61\|12.28\|11.61\|426951;2026-06-15\|11.91\|0.93\|12.00\|12.10\|11.65\|299763;2026-06-16\|11.90\|-0.08\|11.92\|12.00\|11.67\|275976;2026-06-17\|11.84\|-0.50\|11.77\|12.16\|11.71\|239942;2026-06-18\|12.13\|2.45\|11.83\|12.41\|11.62\|338136;2026-06-22\|11.70\|-3.54\|12.07\|12.45\|11.48\|405377;2026-06-23\|11.26\|-3.76\|11.68\|11.69\|11.18\|322644;2026-06-24\|11.14\|-1.07\|11.23\|11.26\|11.00\|245684;2026-06-25\|10.81\|-2.79\|11.12\|11.12\|10.67\|306943;2026-06-26\|10.31\|-4.63\|10.71\|10.79\|10.28\|317553;2026-06-29\|10.00\|-3.01\|10.15\|10.30\|9.82\|296582;2026-06-30\|10.10\|1.00\|10.00\|10.18\|9.81\|207501;2026-07-01\|10.06\|-0.40\|10.10\|10.24\|9.89\|274611;2026-07-02\|9.53\|-5.27\|10.06\|10.11\|9.49\|417081;2026-07-03\|9.95\|4.41\|9.54\|10.09\|9.52\|402036;2026-07-06\|9.84\|-1.11\|10.01\|10.38\|9.80\|370038;2026-07-07\|9.29\|-5.59\|9.84\|10.03\|9.25\|318037;2026-07-08\|8.98\|-3.34\|9.40\|9.40\|8.98\|230475;2026-07-09\|8.98\|0.00\|9.04\|9.09\|8.56\|260498;2026-07-10\|9.23\|2.78\|9.04\|9.62\|8.88\|326742;2026-07-13\|8.44\|-8.56\|9.18\|9.23\|8.37\|324985;2026-07-14\|8.44\|0.00\|8.45\|8.47\|8.00\|272934;2026-07-15\|8.30\|-1.66\|8.46\|8.55\|8.21\|241297;2026-07-16\|8.04\|-3.13\|8.22\|8.30\|8.01\|245059;2026-07-17\|7.70\|-4.23\|8.06\|8.09\|7.59\|338530;2026-07-20\|7.57\|-1.69\|7.68\|8.08\|7.42\|362093;2026-07-21\|7.61\|0.53\|7.51\|7.70\|6.89\|457580;2026-07-22\|7.47\|-1.84\|7.51\|7.75\|7.41\|270688;2026-07-23\|7.95\|6.43\|7.35\|7.99\|7.35\|393050;2026-07-24\|7.67\|-3.52\|7.84\|8.00\|7.67\|235112
8959	阿里云、百度云AI算力和存储产品价格上调	算力租赁+液冷服务器+上海国资行业原因：阿里云官网发布公告：因全球AI需求爆发、供应链涨价，阿里（BABA）云AI算力、存储等产品最高涨价34%。公司原因： 1、据2025年9月19日投资者关系活动记录表，公司参股企业上海智能算力科技有限公司将形成万卡规模的智能算力供应，2025年实现整体交付，为上海人工智能产业提供高品质智算中心及运维服务。 2、据2025年9月19日互动易，公司启动液冷节能改造，打造绿色环保智算机房，降低PUE，契合液冷服务器市场热点。 3、据2025年3月27日年报，公司最终控制人为上海市国资委，是上海市唯一同时拥有数据中心和云服务运营牌照的国有控股平台。	公司与阶跃星辰共同投资设立上海智能算力公司，其中阶跃星辰持股10%，云赛智联直接持股11%	2026-03-17\|20.55\|-3.57\|21.35\|21.39\|20.53\|484660;2026-03-18\|22.61\|10.02\|20.86\|22.61\|20.73\|1124060;2026-03-19\|22.69\|0.35\|22.31\|23.30\|22.31\|1300615;2026-03-20\|21.72\|-4.28\|22.69\|23.28\|21.71\|802424;2026-03-23\|20.61\|-5.11\|21.10\|21.86\|20.46\|623223;2026-03-24\|21.34\|3.54\|21.02\|21.74\|20.10\|829683;2026-03-25\|22.29\|4.45\|21.38\|22.66\|21.38\|853219;2026-03-26\|21.61\|-3.05\|22.30\|22.51\|21.51\|553399;2026-03-27\|21.21\|-1.85\|21.26\|21.73\|21.00\|527569;2026-03-30\|23.33\|10.00\|20.77\|23.33\|20.50\|1113167;2026-03-31\|23.23\|-0.43\|23.33\|23.97\|22.81\|1445032;2026-04-01\|23.32\|0.39\|23.80\|23.97\|23.12\|1073218;2026-04-02\|22.17\|-4.93\|23.32\|23.40\|21.99\|745647;2026-04-03\|24.39\|10.01\|22.71\|24.39\|22.09\|1250016;2026-04-07\|24.05\|-1.39\|24.39\|24.98\|23.87\|1584316;2026-04-08\|25.05\|4.16\|24.83\|25.19\|24.43\|1589527;2026-04-09\|24.38\|-2.67\|24.33\|24.93\|24.18\|943525;2026-04-10\|24.08\|-1.23\|25.10\|25.80\|24.07\|1189674;2026-04-13\|24.40\|1.33\|23.91\|24.60\|23.54\|871416;2026-04-14\|24.47\|0.29\|24.88\|25.23\|24.21\|956828;2026-04-15\|23.90\|-2.33\|24.46\|24.57\|23.72\|740180;2026-04-16\|24.63\|3.05\|23.93\|24.95\|23.93\|1049844;2026-04-17\|24.08\|-2.23\|24.26\|24.52\|23.92\|857633;2026-04-20\|23.72\|-1.50\|24.16\|24.36\|23.55\|756745;2026-04-21\|23.02\|-2.95\|23.76\|23.77\|22.29\|891458;2026-04-22\|23.38\|1.56\|22.75\|23.45\|22.68\|694342;2026-04-23\|22.82\|-2.40\|23.19\|23.58\|22.71\|567854;2026-04-24\|22.22\|-2.63\|22.52\|22.67\|21.86\|614171;2026-04-27\|22.59\|1.67\|22.23\|22.75\|21.60\|494388;2026-04-28\|21.59\|-4.43\|22.30\|22.47\|21.45\|537615;2026-04-29\|21.85\|1.20\|21.38\|22.14\|21.32\|381146;2026-04-30\|21.77\|-0.37\|21.88\|22.10\|21.62\|317691;2026-05-06\|22.74\|4.46\|22.10\|22.98\|22.10\|591804;2026-05-07\|23.24\|2.20\|22.97\|23.27\|22.89\|617771;2026-05-08\|22.98\|-1.12\|23.20\|23.33\|22.66\|464471;2026-05-11\|23.19\|0.91\|23.20\|23.76\|22.87\|693403;2026-05-12\|22.55\|-2.76\|23.02\|23.06\|22.37\|495987;2026-05-13\|23.84\|5.72\|22.43\|24.19\|22.28\|922843;2026-05-14\|22.67\|-4.91\|24.23\|24.24\|22.66\|663546;2026-05-15\|22.30\|-1.63\|22.66\|23.30\|22.06\|504166;2026-05-18\|22.78\|2.15\|22.88\|23.41\|22.60\|486112;2026-05-19\|23.29\|2.24\|22.78\|23.33\|22.30\|540657;2026-05-20\|22.39\|-3.86\|23.00\|23.29\|22.33\|463398;2026-05-21\|21.02\|-6.12\|22.60\|22.65\|21.00\|516772;2026-05-22\|21.26\|1.14\|21.12\|21.36\|20.88\|272548;2026-05-25\|20.91\|-1.65\|21.27\|21.48\|20.51\|378808;2026-05-26\|20.03\|-4.21\|20.61\|20.71\|19.72\|413877;2026-05-27\|19.06\|-4.84\|20.00\|20.00\|19.00\|353013;2026-05-28\|19.38\|1.68\|19.17\|19.50\|19.02\|285256;2026-05-29\|18.48\|-4.64\|19.39\|19.58\|18.40\|315852;2026-06-01\|18.63\|0.81\|18.42\|18.95\|18.40\|218407;2026-06-02\|19.15\|2.79\|18.84\|19.29\|18.06\|338926;2026-06-03\|18.64\|-2.66\|18.81\|19.06\|18.50\|261009;2026-06-04\|18.35\|-1.56\|18.30\|18.54\|18.18\|215758;2026-06-05\|17.97\|-2.07\|18.35\|18.50\|17.81\|259801;2026-06-08\|17.12\|-4.73\|17.30\|17.79\|16.92\|282539;2026-06-09\|17.38\|1.52\|17.30\|17.46\|16.98\|196406;2026-06-10\|17.56\|1.04\|17.58\|18.23\|17.49\|317485;2026-06-11\|16.67\|-5.07\|17.50\|17.50\|16.60\|293183;2026-06-12\|17.10\|2.58\|16.98\|17.46\|16.62\|270587;2026-06-15\|17.67\|3.33\|17.28\|17.70\|17.21\|230871;2026-06-16\|17.86\|1.08\|17.65\|17.94\|17.35\|205160;2026-06-17\|17.77\|-0.50\|17.70\|18.00\|17.61\|197242;2026-06-18\|18.03\|1.46\|17.88\|18.21\|17.53\|262705;2026-06-22\|18.53\|2.77\|18.12\|18.54\|17.81\|339359;2026-06-23\|17.75\|-4.21\|18.50\|18.50\|17.71\|283797;2026-06-24\|17.61\|-0.79\|17.60\|17.82\|17.27\|207209;2026-06-25\|17.02\|-3.35\|17.57\|17.74\|16.86\|285661;2026-06-26\|15.75\|-7.46\|16.80\|16.99\|15.70\|336171;2026-06-29\|15.45\|-1.90\|15.80\|15.95\|15.27\|238818;2026-06-30\|16.08\|4.08\|15.69\|16.38\|15.35\|236785;2026-07-01\|16.30\|1.37\|16.00\|16.83\|15.95\|264658;2026-07-02\|15.91\|-2.39\|16.48\|16.53\|15.86\|232741;2026-07-03\|16.01\|0.63\|15.86\|16.15\|15.81\|155235;2026-07-06\|15.46\|-3.44\|15.91\|15.98\|15.45\|179167;2026-07-07\|14.89\|-3.69\|15.63\|15.63\|14.82\|178272;2026-07-08\|16.38\|10.01\|14.96\|16.38\|14.96\|398367;2026-07-09\|17.08\|4.27\|16.48\|17.09\|15.90\|707636;2026-07-10\|17.17\|0.53\|16.68\|17.66\|16.52\|595787;2026-07-13\|17.35\|1.05\|17.00\|17.74\|17.00\|537277;2026-07-14\|16.45\|-5.19\|17.15\|17.49\|15.68\|492793;2026-07-15\|16.60\|0.91\|16.45\|16.92\|16.20\|327258;2026-07-16\|18.26\|10.00\|16.53\|18.26\|16.40\|342546;2026-07-17\|18.43\|0.93\|18.37\|19.26\|17.94\|1092897;2026-07-20\|19.27\|4.56\|18.25\|19.50\|18.10\|938183;2026-07-21\|19.14\|-0.67\|18.60\|19.71\|17.45\|993730;2026-07-22\|20.27\|5.90\|18.60\|21.00\|18.13\|1233759;2026-07-23\|19.04\|-6.07\|19.64\|20.10\|19.00\|867819;2026-07-24\|17.33\|-8.98\|18.37\|18.74\|17.30\|738807
8958	阿里云、百度云AI算力和存储产品价格上调	算力集群+光纤+CPO 行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年1月30日投资者关系活动记录表，公司已完成向17家机构定增募资19.20亿元，资金用于智算中心及5G网络建设，印尼智算一期已部分交付。 2、据2025年12月25日互动易，在智算业务上，公司已具备规模化的运营优势与智算中心全国性布局，目前已运营算力规模超过17000P，为金山云、阶跃星辰、临港算力、青海联通、济南超级计算中心有限公司等客户提供智算服务。 3、据2025年7月30日募集说明书及2025年半年报，公司主营通信网络建设，具备通信工程施工总承包壹级等全资质，与三大运营商长期合作，并生产100G-800G光模块、光纤耦合器等产品。	1、公司已具备规模化的运营优势与智算中心全国性布局，目前已运营算力规模超过17000P，为金山云、阶跃星辰、临港算力、青海联通、济南超级计算中心有限公司等客户提供智算服务； 2、光通信产品和设备是公司主要的技术服务领域之一，公司有光模块产品的技术储备，目前主要生产无源光模块产品	2026-03-17\|25.05\|-3.28\|26.20\|26.41\|25.01\|284465;2026-03-18\|27.56\|10.02\|25.50\|27.56\|25.29\|552882;2026-03-19\|27.39\|-0.62\|27.50\|28.38\|27.36\|624393;2026-03-20\|25.84\|-5.66\|27.65\|27.80\|25.84\|397741;2026-03-23\|24.10\|-6.73\|24.77\|25.78\|23.96\|384732;2026-03-24\|25.26\|4.81\|24.74\|25.38\|23.62\|371289;2026-03-25\|26.02\|3.01\|25.56\|26.48\|25.48\|315163;2026-03-26\|24.89\|-4.34\|25.87\|26.10\|24.70\|232843;2026-03-27\|24.91\|0.08\|24.48\|25.47\|24.14\|237407;2026-03-30\|25.45\|2.17\|24.30\|25.73\|23.48\|316424;2026-03-31\|25.09\|-1.41\|25.65\|26.33\|24.99\|254906;2026-04-01\|26.30\|4.82\|25.75\|27.16\|25.59\|399805;2026-04-02\|24.70\|-6.08\|26.02\|26.15\|24.43\|343647;2026-04-03\|26.25\|6.28\|25.15\|27.00\|24.77\|545028;2026-04-07\|25.90\|-1.33\|26.00\|26.32\|25.58\|322550;2026-04-08\|27.38\|5.71\|26.60\|27.44\|26.53\|445559;2026-04-09\|27.00\|-1.39\|26.97\|27.30\|26.72\|340055;2026-04-10\|26.48\|-1.93\|27.18\|27.27\|26.45\|361767;2026-04-13\|26.98\|1.89\|26.00\|27.38\|26.00\|379737;2026-04-14\|28.21\|4.56\|27.90\|28.82\|27.67\|555238;2026-04-15\|29.03\|2.91\|28.38\|29.73\|28.10\|613946;2026-04-16\|31.93\|9.99\|28.73\|31.93\|28.73\|887498;2026-04-17\|32.24\|0.97\|32.56\|33.23\|31.61\|951255;2026-04-20\|30.88\|-4.22\|32.01\|32.17\|30.58\|737912;2026-04-21\|29.48\|-4.53\|30.40\|30.43\|28.88\|502748;2026-04-22\|31.12\|5.56\|29.53\|32.43\|29.10\|768749;2026-04-23\|34.23\|9.99\|30.92\|34.23\|30.92\|978155;2026-04-24\|31.84\|-6.98\|33.22\|33.50\|30.94\|888656;2026-04-27\|31.55\|-0.91\|31.84\|32.33\|30.88\|592372;2026-04-28\|29.23\|-7.35\|29.70\|30.59\|28.88\|704703;2026-04-29\|28.95\|-0.96\|28.75\|30.27\|28.33\|503990;2026-04-30\|28.26\|-2.38\|28.99\|29.26\|27.50\|448393;2026-05-06\|29.64\|4.88\|29.22\|30.50\|29.22\|529924;2026-05-07\|31.26\|5.47\|30.06\|31.65\|29.88\|497662;2026-05-08\|32.11\|2.72\|30.59\|33.22\|30.52\|568624;2026-05-11\|31.10\|-3.15\|33.20\|33.38\|30.67\|613334;2026-05-12\|29.93\|-3.76\|31.50\|31.58\|29.85\|429867;2026-05-13\|31.35\|4.74\|29.75\|31.96\|29.47\|514958;2026-05-14\|30.50\|-2.71\|31.59\|31.63\|29.90\|466217;2026-05-15\|31.15\|2.13\|30.48\|32.50\|30.40\|669286;2026-05-18\|32.03\|2.83\|31.50\|32.30\|31.15\|638084;2026-05-19\|33.35\|4.12\|31.80\|34.59\|31.51\|753883;2026-05-20\|32.27\|-3.24\|33.01\|34.50\|32.10\|581029;2026-05-21\|29.92\|-7.28\|32.37\|32.77\|29.85\|517206;2026-05-22\|30.62\|2.34\|30.26\|30.92\|29.61\|358124;2026-05-25\|27.56\|-9.99\|30.92\|31.20\|27.56\|397558;2026-05-26\|26.24\|-4.79\|26.36\|27.35\|25.23\|642928;2026-05-27\|24.67\|-5.98\|25.98\|26.18\|24.25\|429784;2026-05-28\|24.75\|0.32\|24.70\|25.27\|23.79\|336730;2026-05-29\|23.34\|-5.70\|24.80\|24.80\|23.02\|327829;2026-06-01\|23.01\|-1.41\|23.03\|23.62\|22.89\|211731;2026-06-02\|22.68\|-1.43\|23.18\|23.30\|22.21\|202655;2026-06-03\|22.98\|1.32\|22.55\|23.55\|22.45\|296904;2026-06-04\|22.87\|-0.48\|22.60\|23.03\|22.41\|209157;2026-06-05\|22.77\|-0.44\|22.90\|23.44\|22.08\|280846;2026-06-08\|22.00\|-3.38\|21.75\|22.57\|21.51\|263658;2026-06-09\|22.30\|1.36\|22.25\|22.38\|21.80\|203014;2026-06-10\|24.53\|10.00\|24.00\|24.53\|23.60\|239624;2026-06-11\|22.87\|-6.77\|24.50\|24.50\|22.64\|546134;2026-06-12\|22.42\|-1.97\|23.31\|23.39\|22.38\|342441;2026-06-15\|23.88\|6.51\|22.63\|23.95\|22.60\|368599;2026-06-16\|24.37\|2.05\|23.65\|24.52\|23.64\|316763;2026-06-17\|24.27\|-0.41\|24.10\|25.05\|23.90\|325904;2026-06-18\|25.22\|3.91\|24.31\|25.50\|24.31\|368382;2026-06-22\|25.53\|1.23\|24.83\|25.90\|24.80\|349461;2026-06-23\|24.06\|-5.76\|25.45\|25.45\|23.91\|305073;2026-06-24\|24.19\|0.54\|24.06\|24.43\|23.23\|221404;2026-06-25\|23.28\|-3.76\|23.96\|24.13\|23.11\|236217;2026-06-26\|21.65\|-7.00\|23.00\|23.00\|21.63\|246081;2026-06-29\|20.61\|-4.80\|21.50\|21.77\|20.52\|215095;2026-06-30\|21.37\|3.69\|20.86\|21.80\|20.50\|187960;2026-07-01\|21.51\|0.66\|21.57\|22.21\|20.92\|218215;2026-07-02\|20.79\|-3.35\|21.14\|21.64\|20.70\|177312;2026-07-03\|20.88\|0.43\|20.55\|21.15\|20.55\|136984;2026-07-06\|19.92\|-4.60\|21.10\|21.10\|19.80\|185766;2026-07-07\|19.00\|-4.62\|20.05\|20.05\|18.88\|161311;2026-07-08\|19.34\|1.79\|19.05\|19.87\|18.80\|185006;2026-07-09\|19.75\|2.12\|19.41\|19.77\|18.68\|199484;2026-07-10\|20.61\|4.35\|19.59\|21.39\|19.50\|293957;2026-07-13\|19.53\|-5.24\|20.47\|21.60\|19.44\|207489;2026-07-14\|19.18\|-1.79\|19.37\|19.75\|18.56\|165579;2026-07-15\|18.16\|-5.32\|18.70\|19.23\|18.00\|206463;2026-07-16\|18.40\|1.32\|17.88\|19.08\|17.77\|188219;2026-07-17\|17.18\|-6.63\|18.31\|18.31\|16.88\|192260;2026-07-20\|17.58\|2.75\|17.69\|18.51\|17.03\|248804;2026-07-21\|18.13\|3.13\|17.57\|18.13\|16.40\|255312;2026-07-22\|18.49\|1.99\|18.05\|19.03\|17.94\|239541;2026-07-23\|18.97\|2.60\|18.48\|19.29\|18.31\|240814;2026-07-24\|18.16\|-4.27\|18.51\|18.84\|18.08\|139143
8957	阿里云、百度云AI算力和存储产品价格上调	算力租赁+阿里+上海国资行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2025年半年度报告，公司主营数据中心服务器托管服务，是国内少数获得阿里、腾讯、百度等世界级互联网公司长期服务合同的专业IDC服务商。 2、据2024年年度报告，未来三到五年将加快布局自有资源批发型数据中心，持续拓展数据中心资源，快速扩大业务规模及挖掘潜在客户。 3、据2024年年度报告，公司最终控制人为上海市静安区国有资产监督管理委员会，控股股东为上海市北高新集团有限公司，具备地方国资背景。	数据中心行业龙头企业，为客户提供完整的数据中心基础设施解决方案，是国内唯一一家同时服务于阿里巴巴、腾讯、百度和网易四大世界级互联网公司的数据中心运营商	2026-03-17\|35.22\|-1.62\|36.26\|36.55\|35.18\|350774;2026-03-18\|38.74\|9.99\|35.80\|38.74\|35.33\|734466;2026-03-19\|39.58\|2.17\|38.25\|40.56\|38.00\|1299956;2026-03-20\|37.01\|-6.49\|39.57\|39.80\|37.00\|785467;2026-03-23\|35.30\|-4.62\|35.63\|37.02\|35.02\|554592;2026-03-24\|36.37\|3.03\|36.01\|36.67\|34.66\|605464;2026-03-25\|38.30\|5.31\|36.47\|39.07\|36.47\|788002;2026-03-26\|37.28\|-2.66\|37.92\|38.77\|37.05\|511932;2026-03-27\|37.35\|0.19\|36.31\|37.96\|35.97\|419098;2026-03-30\|38.30\|2.54\|36.35\|38.84\|35.74\|616690;2026-03-31\|38.33\|0.08\|38.30\|39.32\|37.95\|574900;2026-04-01\|38.77\|1.15\|39.16\|39.57\|38.29\|663609;2026-04-02\|36.46\|-5.96\|38.05\|38.10\|36.31\|524091;2026-04-03\|36.65\|0.52\|37.00\|37.80\|35.87\|481263;2026-04-07\|35.68\|-2.65\|36.65\|37.00\|35.60\|399009;2026-04-08\|39.25\|10.01\|36.77\|39.25\|36.70\|856209;2026-04-09\|39.00\|-0.64\|38.98\|39.69\|38.61\|835464;2026-04-10\|39.84\|2.15\|39.55\|40.33\|38.81\|808272;2026-04-13\|40.19\|0.88\|38.91\|40.78\|38.90\|643980;2026-04-14\|41.19\|2.49\|40.94\|41.62\|40.30\|813469;2026-04-15\|40.30\|-2.16\|41.30\|41.30\|40.00\|642292;2026-04-16\|42.08\|4.42\|40.95\|42.62\|40.60\|871392;2026-04-17\|40.91\|-2.78\|41.25\|41.70\|40.69\|644191;2026-04-20\|39.47\|-3.52\|39.76\|40.22\|38.68\|774914;2026-04-21\|38.08\|-3.52\|39.26\|39.38\|37.40\|582701;2026-04-22\|39.57\|3.91\|37.95\|39.72\|37.67\|613004;2026-04-23\|38.81\|-1.92\|39.15\|40.10\|38.38\|461429;2026-04-24\|37.92\|-2.29\|38.50\|38.70\|36.85\|485206;2026-04-27\|37.30\|-1.64\|37.92\|38.00\|36.80\|326064;2026-04-28\|36.61\|-1.85\|37.13\|37.66\|36.31\|365550;2026-04-29\|37.22\|1.67\|36.32\|37.58\|36.32\|336317;2026-04-30\|36.91\|-0.83\|37.20\|37.22\|36.58\|281462;2026-05-06\|38.50\|4.31\|37.55\|39.00\|37.54\|515502;2026-05-07\|39.55\|2.73\|38.90\|39.57\|38.41\|571655;2026-05-08\|40.20\|1.64\|39.10\|40.50\|38.70\|664700;2026-05-11\|42.31\|5.25\|41.10\|44.22\|40.95\|1394025;2026-05-12\|40.23\|-4.92\|42.00\|42.20\|40.00\|817375;2026-05-13\|43.41\|7.90\|40.00\|44.25\|39.90\|1175066;2026-05-14\|41.18\|-5.14\|44.60\|44.96\|40.94\|886559;2026-05-15\|40.51\|-1.63\|41.51\|43.07\|40.03\|747142;2026-05-18\|41.52\|2.49\|40.45\|41.99\|40.05\|708651;2026-05-19\|42.73\|2.91\|41.15\|43.00\|40.85\|813184;2026-05-20\|40.79\|-4.54\|42.05\|42.95\|40.51\|647980;2026-05-21\|37.78\|-7.38\|40.76\|40.95\|37.64\|728525;2026-05-22\|38.60\|2.17\|38.00\|38.72\|37.78\|390516;2026-05-25\|37.98\|-1.61\|38.61\|38.85\|37.30\|455271;2026-05-26\|37.09\|-2.34\|37.58\|37.58\|36.40\|377643;2026-05-27\|36.29\|-2.16\|36.80\|37.43\|36.10\|312764;2026-05-28\|37.13\|2.31\|36.68\|37.22\|36.00\|327867;2026-05-29\|35.40\|-4.66\|37.14\|37.28\|35.29\|353308;2026-06-01\|35.71\|0.88\|35.41\|36.08\|35.20\|190568;2026-06-02\|36.81\|3.08\|35.85\|36.82\|34.04\|363191;2026-06-03\|36.42\|-1.06\|36.30\|37.05\|36.00\|288593;2026-06-04\|37.40\|2.69\|36.70\|37.85\|36.44\|362224;2026-06-05\|36.23\|-3.13\|36.99\|37.00\|35.97\|269808;2026-06-08\|34.19\|-5.63\|34.30\|35.50\|34.06\|257782;2026-06-09\|34.27\|0.23\|34.63\|34.70\|33.60\|222263;2026-06-10\|34.49\|0.64\|34.00\|35.46\|33.90\|238108;2026-06-11\|31.19\|-9.57\|33.90\|33.91\|31.13\|404353;2026-06-12\|30.85\|-1.09\|31.60\|31.75\|30.70\|285898;2026-06-15\|32.00\|3.73\|31.08\|32.00\|30.95\|257668;2026-06-16\|31.89\|-0.34\|32.00\|32.23\|31.32\|208211;2026-06-17\|31.76\|-0.41\|31.72\|32.20\|31.41\|209177;2026-06-18\|32.44\|2.14\|31.76\|32.80\|31.57\|280895;2026-06-22\|33.38\|2.90\|32.45\|33.41\|32.17\|290194;2026-06-23\|26.71\|-3.89\|27.85\|28.06\|26.64\|263920;2026-06-24\|27.19\|1.80\|26.64\|27.21\|25.47\|305811;2026-06-25\|26.14\|-3.86\|26.98\|27.29\|26.01\|289665;2026-06-26\|24.32\|-6.96\|25.83\|25.90\|24.30\|348479;2026-06-29\|23.82\|-2.06\|24.26\|24.48\|23.58\|254875;2026-06-30\|25.00\|4.95\|24.00\|25.29\|23.69\|290786;2026-07-01\|25.80\|3.20\|25.19\|26.38\|24.66\|407725;2026-07-02\|25.21\|-2.29\|25.41\|26.55\|25.08\|307939;2026-07-03\|25.21\|0.00\|25.00\|25.65\|25.00\|200409;2026-07-06\|22.97\|-8.89\|24.08\|24.15\|22.69\|458884;2026-07-07\|22.01\|-4.18\|22.90\|23.10\|21.95\|249893;2026-07-08\|24.21\|10.00\|22.13\|24.21\|22.13\|421781;2026-07-09\|24.42\|0.87\|24.30\|24.60\|23.52\|520081;2026-07-10\|25.32\|3.69\|24.04\|26.33\|23.95\|591251;2026-07-13\|26.29\|3.83\|24.99\|26.48\|24.75\|635892;2026-07-14\|24.15\|-8.14\|25.86\|26.12\|23.66\|543047;2026-07-15\|24.05\|-0.41\|23.99\|25.36\|23.71\|339357;2026-07-16\|25.38\|5.53\|24.68\|25.87\|24.30\|602265;2026-07-17\|23.46\|-7.57\|24.45\|25.31\|23.20\|493619;2026-07-20\|24.59\|4.82\|24.00\|25.57\|23.62\|450738;2026-07-21\|26.19\|6.51\|24.70\|26.22\|24.42\|665188;2026-07-22\|26.81\|2.37\|25.83\|26.81\|25.53\|765667;2026-07-23\|26.08\|-2.72\|26.30\|26.54\|25.53\|517612;2026-07-24\|24.22\|-7.13\|25.48\|25.48\|24.16\|393357
8956	阿里云、百度云AI算力和存储产品价格上调	算力订单+国产算力+运营商合作行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年2月11日公告，公司累计签订算力服务订单已超24亿元，客户覆盖三大运营商及云服务商。 2、据2026年2月11日公告，公司拟募资10亿元建设国产AI芯片智能算力中心，切入政府及央国企安全敏感客户市场。 3、据2026年3月4日公告，子公司深圳兆能预中标中国移动2026年智能家庭网关紧急集采，巩固运营商核心供应商地位。	公司计划建设以国产AI芯片为支撑的智能算力中心，与国产芯片厂商深度绑定，形成差异化竞争优势	2026-03-17\|29.37\|-4.30\|30.94\|30.95\|29.28\|47732;2026-03-18\|35.24\|19.99\|29.88\|35.24\|29.88\|208515;2026-03-19\|35.00\|-0.68\|36.01\|37.00\|34.60\|305497;2026-03-20\|32.89\|-6.03\|34.82\|35.49\|32.70\|209002;2026-03-23\|31.30\|-4.83\|31.82\|32.39\|31.06\|126312;2026-03-24\|33.40\|6.71\|32.00\|34.58\|30.72\|229354;2026-03-25\|33.90\|1.50\|33.11\|34.68\|33.11\|179931;2026-03-26\|32.69\|-3.57\|33.91\|34.08\|32.52\|112126;2026-03-27\|32.50\|-0.58\|32.23\|33.80\|31.92\|100779;2026-03-30\|33.22\|2.22\|31.80\|33.32\|31.18\|109033;2026-03-31\|32.10\|-3.37\|32.82\|33.40\|32.09\|78396;2026-04-01\|33.44\|4.17\|33.01\|33.90\|32.44\|135600;2026-04-02\|31.92\|-4.55\|33.31\|33.39\|31.60\|100316;2026-04-03\|31.69\|-0.72\|32.36\|33.12\|31.24\|90581;2026-04-07\|30.51\|-3.72\|31.63\|32.29\|30.18\|96353;2026-04-08\|36.61\|19.99\|31.62\|36.61\|31.62\|249477;2026-04-09\|34.96\|-4.51\|35.00\|35.50\|34.46\|248959;2026-04-10\|34.57\|-1.12\|35.04\|35.30\|34.49\|152718;2026-04-13\|34.63\|0.17\|34.18\|35.19\|34.11\|121887;2026-04-14\|35.29\|1.91\|35.60\|36.18\|34.93\|192250;2026-04-15\|34.84\|-1.28\|35.42\|35.60\|34.20\|124406;2026-04-16\|36.25\|4.05\|35.42\|36.80\|35.42\|220018;2026-04-17\|35.71\|-1.49\|36.30\|36.30\|34.91\|146945;2026-04-20\|36.77\|2.97\|35.98\|38.96\|35.98\|204443;2026-04-21\|35.31\|-3.97\|36.31\|36.40\|34.70\|114893;2026-04-22\|36.64\|3.77\|34.81\|36.80\|34.56\|131038;2026-04-23\|36.90\|0.71\|36.01\|37.80\|35.86\|140624;2026-04-24\|35.80\|-2.98\|36.52\|36.61\|34.87\|118507;2026-04-27\|34.45\|-3.77\|35.71\|36.00\|33.92\|94197;2026-04-28\|38.90\|12.92\|34.35\|40.03\|34.31\|304352;2026-04-29\|42.50\|9.25\|38.29\|43.70\|38.29\|259175;2026-04-30\|44.35\|4.35\|43.21\|44.96\|42.42\|223178;2026-05-06\|51.52\|16.17\|49.93\|53.22\|48.88\|381620;2026-05-07\|57.58\|11.76\|51.56\|58.42\|50.70\|353621;2026-05-08\|58.00\|0.73\|56.85\|58.99\|56.00\|263202;2026-05-11\|57.65\|-0.60\|56.96\|58.50\|53.47\|278977;2026-05-12\|57.39\|-0.45\|57.00\|59.84\|55.00\|224593;2026-05-13\|62.99\|9.76\|58.50\|65.00\|52.10\|358575;2026-05-14\|66.48\|5.54\|66.00\|68.68\|61.00\|354087;2026-05-15\|61.43\|-7.60\|64.00\|66.75\|60.71\|284647;2026-05-18\|68.60\|11.67\|64.02\|72.49\|64.02\|331005;2026-05-19\|65.89\|-3.95\|69.02\|73.34\|65.03\|326139;2026-05-20\|63.81\|-3.16\|65.73\|66.58\|62.61\|247987;2026-05-21\|59.41\|-6.90\|64.20\|66.50\|59.00\|224598;2026-05-22\|64.71\|8.92\|61.24\|65.00\|59.44\|227280;2026-05-25\|62.20\|-3.88\|65.00\|67.67\|57.73\|295289;2026-05-26\|54.01\|-13.17\|60.10\|60.90\|53.40\|253159;2026-05-27\|49.95\|-7.52\|53.90\|54.27\|49.25\|216363;2026-05-28\|49.62\|-0.66\|50.00\|52.45\|48.03\|177248;2026-05-29\|46.87\|-5.54\|49.33\|50.68\|46.00\|151529;2026-06-01\|45.43\|-3.07\|46.04\|47.41\|45.23\|110418;2026-06-02\|45.18\|-0.55\|45.99\|46.38\|43.33\|102140;2026-06-03\|45.37\|0.42\|44.87\|46.00\|44.00\|141690;2026-06-04\|45.88\|1.12\|44.50\|46.79\|43.88\|170312;2026-06-05\|45.12\|-1.66\|45.81\|48.60\|44.60\|190540;2026-06-08\|42.54\|-5.72\|43.63\|44.56\|41.89\|149965;2026-06-09\|43.00\|1.08\|43.62\|43.68\|41.50\|113224;2026-06-10\|41.31\|-3.93\|42.24\|42.90\|40.50\|119014;2026-06-11\|39.83\|-3.58\|41.00\|41.20\|39.00\|101906;2026-06-12\|38.99\|-2.11\|40.45\|41.10\|38.94\|91414;2026-06-15\|41.58\|6.64\|39.86\|41.70\|39.61\|105458;2026-06-16\|42.50\|2.21\|41.68\|43.25\|40.88\|112760;2026-06-17\|43.73\|2.89\|42.51\|44.33\|42.11\|151014;2026-06-18\|46.10\|5.42\|44.90\|47.46\|44.01\|278697;2026-06-22\|49.17\|6.66\|45.71\|49.71\|45.09\|278616;2026-06-23\|46.33\|-5.78\|48.00\|49.10\|45.88\|213144;2026-06-24\|51.62\|11.42\|46.84\|52.00\|44.80\|292740;2026-06-25\|49.31\|-4.47\|51.20\|55.00\|48.84\|293082;2026-06-26\|45.97\|-6.77\|48.70\|48.79\|43.87\|234837;2026-06-29\|42.83\|-6.83\|45.52\|46.84\|41.85\|174047;2026-06-30\|45.66\|6.61\|42.81\|46.93\|41.70\|163484;2026-07-01\|45.71\|0.11\|45.66\|46.67\|44.14\|157555;2026-07-02\|42.20\|-7.68\|43.49\|44.76\|42.00\|128296;2026-07-03\|41.27\|-2.20\|42.18\|43.26\|41.20\|86344;2026-07-06\|39.12\|-5.21\|41.19\|41.55\|38.50\|93933;2026-07-07\|37.02\|-5.37\|39.08\|39.38\|36.36\|78247;2026-07-08\|37.17\|0.41\|37.10\|39.21\|36.20\|121406;2026-07-09\|37.92\|2.02\|37.74\|38.27\|35.67\|107436;2026-07-10\|37.43\|-1.29\|37.48\|39.80\|37.40\|107854;2026-07-13\|34.16\|-8.74\|37.48\|38.08\|34.00\|88706;2026-07-14\|34.19\|0.09\|34.18\|35.15\|32.33\|87325;2026-07-15\|33.38\|-2.37\|34.32\|34.86\|33.09\|58909;2026-07-16\|32.32\|-3.18\|32.80\|34.17\|32.07\|68638;2026-07-17\|29.49\|-8.76\|32.50\|32.50\|28.90\|90600;2026-07-20\|29.20\|-0.98\|31.01\|33.73\|28.42\|154192;2026-07-21\|30.39\|4.08\|29.64\|30.43\|25.12\|163042;2026-07-22\|31.27\|2.90\|29.50\|32.52\|29.15\|147742;2026-07-23\|31.58\|0.99\|31.65\|33.07\|30.72\|138165;2026-07-24\|30.28\|-4.12\|31.15\|31.19\|29.86\|83761
8955	阿里云、百度云AI算力和存储产品价格上调	腾讯概念+数据标注+自动驾驶+具身智能行业原因：据上证报，国家数据局近日印发《关于推进行业高质量数据集建设行动的实施方案》，从国家层面首次对数据赋能人工智能发展作出系统性部署，圈定强基扩容、标注攻坚等六项专项行动。公司原因： 1、据2026年5月11日投资者关系活动记录表及互动易，公司业务上主攻高附加值的数据标注、数据服务等赛道，扩大在自动驾驶、AI大模型、具身智能等前沿应用领域的服务占比；公司已与多个车企建立直接业务合作，覆盖自动驾驶标注全类别，同时正在交付部分具身智能EGO数据采集与标注业务。 2、据2025年年度报告，公司商务流程服务中数据标注业务已成为核心增长方向，面向人工智能产业发展需求，提供高精度、多模态数据标注服务，覆盖文本、图片、音频、视频等形态，支持自动驾驶、AI大模型训练等前沿领域应用。 3、据2025年年度报告，公司依托自主研发的“大中台+小应用”技术体系，为大型企业客户提供用户增值和拓展服务，与中国移动、腾讯、中国平安等头部企业建立了长期稳定的合作关系，主业聚焦车主信息服务、生活信息服务、商务流程服务三大板块。	公司作为腾讯云服务商，主要为企业组织及个人开发者提供基于腾讯云的云计算、大数据、人工智能等技术产品与相关服务	2026-03-17\|33.16\|-4.77\|34.82\|34.98\|33.11\|44346;2026-03-18\|39.79\|19.99\|34.01\|39.79\|34.01\|198140;2026-03-19\|38.42\|-3.44\|39.52\|40.28\|38.20\|179289;2026-03-20\|36.70\|-4.48\|38.22\|38.86\|36.70\|113090;2026-03-23\|35.08\|-4.41\|36.15\|36.67\|34.90\|96022;2026-03-24\|37.27\|6.24\|36.45\|37.89\|35.01\|140121;2026-03-25\|37.52\|0.67\|37.30\|38.28\|37.16\|131023;2026-03-26\|36.82\|-1.87\|37.41\|38.56\|36.72\|94951;2026-03-27\|36.49\|-0.90\|36.71\|37.95\|36.35\|87582;2026-03-30\|36.10\|-1.07\|35.27\|36.18\|34.01\|87307;2026-03-31\|34.69\|-3.91\|35.74\|35.85\|34.65\|62930;2026-04-01\|35.82\|3.26\|35.36\|36.60\|35.15\|82390;2026-04-02\|33.41\|-6.73\|35.47\|35.50\|33.07\|83784;2026-04-03\|32.24\|-3.50\|33.79\|34.00\|32.22\|55848;2026-04-07\|32.13\|-0.34\|32.28\|32.63\|31.38\|47978;2026-04-08\|34.86\|8.50\|33.14\|35.05\|33.06\|91619;2026-04-09\|33.88\|-2.81\|34.38\|34.91\|33.42\|61689;2026-04-10\|33.78\|-0.30\|34.25\|34.66\|33.70\|61485;2026-04-13\|34.03\|0.74\|33.30\|34.43\|33.23\|47568;2026-04-14\|34.38\|1.03\|35.00\|35.00\|33.98\|43723;2026-04-15\|33.73\|-1.89\|34.48\|34.55\|33.63\|38201;2026-04-16\|35.71\|5.87\|33.93\|35.80\|33.77\|85667;2026-04-17\|34.73\|-2.74\|35.54\|35.61\|34.55\|53258;2026-04-20\|34.65\|-0.23\|34.48\|34.87\|34.26\|44269;2026-04-21\|33.97\|-1.96\|34.53\|34.97\|33.74\|45125;2026-04-22\|34.00\|0.09\|33.81\|34.25\|33.55\|38771;2026-04-23\|33.33\|-1.97\|33.79\|34.23\|33.02\|39258;2026-04-24\|31.96\|-4.11\|32.88\|33.19\|31.32\|57038;2026-04-27\|32.00\|0.13\|31.80\|32.09\|30.81\|41020;2026-04-28\|32.91\|2.84\|33.46\|34.37\|32.71\|77530;2026-04-29\|32.95\|0.12\|32.60\|33.60\|32.56\|42495;2026-04-30\|32.95\|0.00\|33.13\|33.29\|32.70\|28833;2026-05-06\|33.98\|3.13\|33.25\|34.80\|33.25\|56399;2026-05-07\|35.61\|4.80\|33.95\|35.71\|33.71\|77013;2026-05-08\|35.69\|0.22\|36.02\|36.50\|35.30\|71353;2026-05-11\|36.06\|1.04\|35.92\|36.30\|35.48\|54276;2026-05-12\|35.10\|-2.66\|35.87\|36.23\|34.99\|43424;2026-05-13\|36.30\|3.42\|34.90\|36.85\|34.80\|59385;2026-05-14\|34.91\|-3.83\|36.74\|37.04\|34.91\|41667;2026-05-15\|35.00\|0.26\|35.22\|35.99\|34.80\|35274;2026-05-18\|35.63\|1.80\|34.88\|35.78\|34.88\|34410;2026-05-19\|36.61\|2.75\|35.41\|37.00\|35.02\|49555;2026-05-20\|35.62\|-2.70\|36.14\|36.51\|35.57\|36978;2026-05-21\|33.28\|-6.57\|35.81\|36.00\|33.16\|49295;2026-05-22\|34.70\|4.27\|33.78\|35.14\|33.40\|41479;2026-05-25\|34.44\|-0.75\|34.85\|35.28\|33.92\|35405;2026-05-26\|32.91\|-4.44\|34.14\|34.42\|32.37\|38718;2026-05-27\|31.89\|-3.10\|32.92\|33.16\|31.82\|29657;2026-05-28\|32.30\|1.29\|32.02\|32.44\|30.86\|35036;2026-05-29\|30.50\|-5.57\|32.27\|32.47\|30.35\|33212;2026-06-01\|31.58\|3.54\|30.89\|32.57\|30.75\|31098;2026-06-02\|36.74\|16.34\|31.72\|37.80\|31.01\|163606;2026-06-03\|37.21\|1.28\|35.11\|37.95\|35.01\|165674;2026-06-04\|36.35\|-2.31\|36.79\|37.92\|36.00\|89900;2026-06-05\|35.57\|-2.15\|36.43\|36.60\|35.53\|67347;2026-06-08\|33.39\|-6.13\|34.01\|34.96\|32.79\|68662;2026-06-09\|40.07\|20.01\|35.51\|40.07\|34.66\|124248;2026-06-10\|38.33\|-4.34\|38.40\|39.37\|38.06\|167289;2026-06-11\|37.30\|-2.69\|38.70\|39.11\|36.67\|101431;2026-06-12\|38.15\|2.28\|37.91\|38.88\|37.52\|120252;2026-06-15\|38.96\|2.12\|37.61\|39.65\|37.60\|145084;2026-06-16\|38.37\|-1.51\|38.26\|38.45\|37.20\|92738;2026-06-17\|38.19\|-0.47\|37.80\|38.37\|36.41\|106563;2026-06-18\|37.85\|-0.89\|37.20\|38.25\|37.01\|73132;2026-06-22\|39.35\|3.96\|37.98\|40.28\|37.15\|136710;2026-06-23\|40.01\|1.68\|38.70\|40.57\|38.30\|139529;2026-06-24\|39.57\|-1.10\|39.03\|40.24\|37.10\|129909;2026-06-25\|37.38\|-5.53\|38.70\|40.13\|37.08\|103808;2026-06-26\|36.34\|-2.78\|36.97\|37.92\|36.23\|73690;2026-06-29\|34.34\|-5.50\|36.35\|36.69\|34.01\|74158;2026-06-30\|34.57\|0.67\|34.10\|35.13\|33.32\|55602;2026-07-01\|34.94\|1.07\|34.30\|35.26\|33.50\|72596;2026-07-02\|33.28\|-4.75\|34.60\|35.48\|33.13\|70004;2026-07-03\|33.35\|0.21\|33.13\|33.78\|32.63\|46779;2026-07-06\|31.74\|-4.83\|33.21\|33.40\|31.66\|48046;2026-07-07\|32.16\|1.32\|31.98\|32.85\|31.42\|43053;2026-07-08\|31.68\|-1.49\|31.73\|32.45\|31.20\|42124;2026-07-09\|30.95\|-2.30\|31.30\|31.85\|29.76\|54639;2026-07-10\|31.28\|1.07\|30.58\|32.18\|30.16\|49961;2026-07-13\|28.38\|-9.27\|30.89\|31.45\|28.30\|51854;2026-07-14\|28.90\|1.83\|28.40\|28.93\|26.97\|42647;2026-07-15\|28.48\|-1.45\|28.75\|29.35\|28.44\|28868;2026-07-16\|28.58\|0.35\|28.06\|29.25\|28.01\|26953;2026-07-17\|26.90\|-5.88\|28.52\|28.89\|26.50\|35436;2026-07-20\|25.57\|-4.94\|27.23\|27.95\|24.90\|42167;2026-07-21\|26.05\|1.88\|25.77\|26.17\|23.57\|43656;2026-07-22\|25.93\|-0.46\|26.60\|27.15\|25.78\|45118;2026-07-23\|26.35\|1.62\|25.61\|26.48\|25.24\|37130;2026-07-24\|25.39\|-3.64\|27.30\|27.38\|25.15\|40852
8954	阿里云、百度云AI算力和存储产品价格上调	算电协同+东数西算+扭亏为盈+央企行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月4日投资者关系活动记录表，公司位于东数西算八大节点中卫市，E 1、E 3、C1数据中心已交付，IT功率约50MW，B 1、B 3、C3土建完成并储备客户，110电站同步建设。 2、据2026年1月31日公告，预计2025年净利润5100–7600万元，同比扭亏，主因关停亏损造纸业务并推进精益运营。 3、据2025年8月19日半年报，公司聚焦绿色低碳数据中心，提供机架出租、网络接入及运维服务，已合作电信、美团、北龙超算等客户。 4、据2025年半年报及2026年3月13日互动易，公司最终控制人为国务院国资委，属中央国有企业。	公司表示数据中心项目建设按规划有序推进中	2026-03-17\|15.96\|-4.14\|16.66\|16.71\|15.94\|890695;2026-03-18\|17.56\|10.03\|16.00\|17.56\|16.00\|787494;2026-03-19\|19.32\|10.02\|18.22\|19.32\|18.22\|717122;2026-03-20\|18.95\|-1.92\|19.47\|20.59\|18.95\|2796516;2026-03-23\|19.40\|2.37\|19.03\|19.90\|18.38\|2066531;2026-03-24\|20.56\|5.98\|19.41\|21.34\|18.61\|2360298;2026-03-25\|21.29\|3.55\|20.81\|22.62\|20.81\|2332314;2026-03-26\|20.12\|-5.50\|20.60\|21.23\|20.10\|1696445;2026-03-27\|20.29\|0.84\|19.23\|20.99\|19.23\|1354574;2026-03-30\|20.03\|-1.28\|19.55\|20.23\|19.11\|1127855;2026-03-31\|18.82\|-6.04\|19.70\|19.82\|18.81\|1062155;2026-04-01\|20.70\|9.99\|19.33\|20.70\|19.18\|700601;2026-04-02\|19.66\|-5.02\|20.44\|20.50\|19.36\|1095322;2026-04-03\|19.37\|-1.48\|20.25\|20.62\|19.13\|1658434;2026-04-07\|19.06\|-1.60\|18.56\|19.78\|17.94\|1199894;2026-04-08\|20.31\|6.56\|19.64\|20.47\|19.53\|1480120;2026-04-09\|20.09\|-1.08\|20.74\|21.12\|19.85\|1581628;2026-04-10\|19.18\|-4.53\|20.41\|20.44\|19.07\|1179057;2026-04-13\|20.28\|5.74\|18.60\|20.66\|18.35\|1453044;2026-04-14\|20.91\|3.11\|20.65\|21.30\|20.50\|1622043;2026-04-15\|20.19\|-3.44\|20.87\|20.88\|20.02\|1112132;2026-04-16\|22.21\|10.01\|20.18\|22.21\|20.16\|774701;2026-04-17\|21.60\|-2.75\|23.00\|23.10\|21.40\|1783002;2026-04-20\|21.95\|1.62\|21.62\|22.10\|21.34\|1509227;2026-04-21\|20.89\|-4.83\|21.50\|21.50\|20.21\|1212964;2026-04-22\|21.12\|1.10\|20.73\|21.21\|20.11\|1275033;2026-04-23\|20.37\|-3.55\|20.86\|21.70\|20.25\|1065380;2026-04-24\|19.17\|-5.89\|20.77\|20.78\|18.76\|1013690;2026-04-27\|19.64\|2.45\|18.98\|20.27\|18.58\|837164;2026-04-28\|20.09\|2.29\|19.30\|20.29\|19.22\|863639;2026-04-29\|19.86\|-1.14\|19.61\|20.55\|19.31\|928143;2026-04-30\|19.02\|-4.23\|19.80\|20.11\|19.00\|814917;2026-05-06\|20.92\|9.99\|20.51\|20.92\|20.51\|819855;2026-05-07\|22.13\|5.78\|21.40\|23.00\|21.10\|2220246;2026-05-08\|22.96\|3.75\|21.93\|23.45\|21.60\|1686330;2026-05-11\|21.84\|-4.88\|22.98\|22.98\|21.70\|1359189;2026-05-12\|21.34\|-2.29\|21.87\|22.06\|21.07\|875152;2026-05-13\|22.47\|5.30\|21.05\|22.80\|20.82\|1386245;2026-05-14\|21.34\|-5.03\|22.51\|22.77\|21.30\|1004399;2026-05-15\|21.04\|-1.41\|21.36\|22.44\|20.80\|977356;2026-05-18\|20.75\|-1.38\|20.94\|21.77\|20.53\|677365;2026-05-19\|21.12\|1.78\|20.55\|21.13\|20.00\|753624;2026-05-20\|20.11\|-4.78\|20.80\|21.08\|20.00\|684405;2026-05-21\|18.65\|-7.26\|19.99\|20.15\|18.50\|807717;2026-05-22\|19.19\|2.90\|18.80\|19.27\|18.27\|588746;2026-05-25\|19.29\|0.52\|19.64\|19.68\|18.81\|561910;2026-05-26\|17.64\|-8.55\|18.86\|18.96\|17.40\|731051;2026-05-27\|16.52\|-6.35\|17.41\|17.42\|16.41\|665806;2026-05-28\|16.85\|2.00\|16.85\|17.13\|16.44\|493065;2026-05-29\|16.07\|-4.63\|16.86\|17.05\|15.96\|539392;2026-06-01\|16.22\|0.93\|16.01\|16.55\|15.92\|373268;2026-06-02\|16.07\|-0.92\|16.35\|16.48\|15.52\|425869;2026-06-03\|16.12\|0.31\|15.94\|16.49\|15.72\|439451;2026-06-04\|15.88\|-1.49\|15.95\|16.26\|15.71\|339541;2026-06-05\|15.69\|-1.20\|15.85\|16.07\|15.41\|347846;2026-06-08\|15.07\|-3.95\|15.12\|15.59\|14.78\|362271;2026-06-09\|15.34\|1.79\|15.31\|15.43\|15.07\|283258;2026-06-10\|16.87\|9.97\|15.67\|16.87\|15.67\|606819;2026-06-11\|15.66\|-7.17\|15.77\|16.46\|15.54\|766637;2026-06-12\|15.29\|-2.36\|15.89\|15.98\|15.18\|532884;2026-06-15\|16.01\|4.71\|15.48\|16.04\|15.40\|530235;2026-06-16\|16.30\|1.81\|16.06\|16.51\|15.70\|551446;2026-06-17\|17.28\|6.01\|16.49\|17.48\|16.18\|954431;2026-06-18\|17.06\|-1.27\|16.89\|17.44\|16.68\|669501;2026-06-22\|17.75\|4.04\|17.00\|18.27\|16.99\|772901;2026-06-23\|16.55\|-6.76\|17.29\|17.55\|16.45\|625097;2026-06-24\|16.99\|2.66\|16.28\|17.28\|15.55\|639691;2026-06-25\|15.85\|-6.71\|16.67\|16.84\|15.80\|545617;2026-06-26\|14.60\|-7.89\|15.52\|15.80\|14.58\|510236;2026-06-29\|14.10\|-3.42\|14.51\|14.76\|14.02\|389753;2026-06-30\|14.55\|3.19\|14.07\|14.77\|13.84\|445191;2026-07-01\|14.69\|0.96\|14.48\|15.18\|14.18\|510806;2026-07-02\|14.24\|-3.06\|14.49\|14.85\|14.21\|368331;2026-07-03\|13.86\|-2.67\|14.22\|14.44\|13.85\|340225;2026-07-06\|13.50\|-2.60\|13.85\|13.95\|13.42\|279480;2026-07-07\|13.00\|-3.70\|13.51\|13.56\|12.93\|258297;2026-07-08\|13.52\|4.00\|13.01\|13.92\|12.96\|590438;2026-07-09\|13.77\|1.85\|13.36\|13.85\|13.05\|515093;2026-07-10\|14.07\|2.18\|13.72\|14.40\|13.55\|531362;2026-07-13\|13.30\|-5.47\|13.95\|14.37\|13.18\|363827;2026-07-14\|13.16\|-1.05\|13.31\|13.51\|12.50\|361145;2026-07-15\|13.04\|-0.91\|13.08\|13.48\|12.96\|235252;2026-07-16\|12.93\|-0.84\|12.91\|13.36\|12.73\|267595;2026-07-17\|12.12\|-6.26\|12.79\|13.01\|11.97\|319809;2026-07-20\|13.33\|9.98\|13.33\|13.33\|13.33\|157232;2026-07-21\|14.66\|9.98\|14.65\|14.66\|14.60\|303180;2026-07-22\|16.13\|10.03\|16.13\|16.13\|15.51\|901930;2026-07-23\|17.74\|9.98\|16.47\|17.74\|16.13\|1225156;2026-07-24\|16.19\|-8.74\|17.37\|17.37\|16.14\|1640878
8953	阿里云、百度云AI算力和存储产品价格上调	算力租赁+蓝宝石+扭亏行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司拟签6.35亿元算力协议，分两阶段采购计算资源用于对外提供算力综合服务，克融云算“丝路新云绿色算力中心”项目算力集群采用内置8卡GPU的推理服务器，主要用于满足大模型精调及推理需求	2026-03-17\|4.04\|-4.49\|4.24\|4.26\|4.03\|1629390;2026-03-18\|4.44\|9.90\|4.11\|4.44\|4.10\|2416748;2026-03-19\|4.88\|9.91\|4.68\|4.88\|4.56\|2846692;2026-03-20\|4.39\|-10.04\|4.88\|4.88\|4.39\|6427274;2026-03-23\|4.36\|-0.68\|4.30\|4.61\|4.30\|4627465;2026-03-24\|4.80\|10.09\|4.42\|4.80\|4.40\|3808421;2026-03-25\|5.28\|10.00\|5.28\|5.28\|5.28\|657563;2026-03-26\|5.53\|4.73\|5.81\|5.81\|5.37\|10379676;2026-03-27\|6.08\|9.95\|5.32\|6.08\|5.13\|10417572;2026-03-30\|6.24\|2.63\|5.80\|6.47\|5.47\|9221899;2026-03-31\|5.70\|-8.65\|6.02\|6.12\|5.69\|6374117;2026-04-01\|6.27\|10.00\|5.92\|6.27\|5.80\|2643236;2026-04-02\|6.17\|-1.59\|6.27\|6.65\|6.04\|7463431;2026-04-03\|5.88\|-4.70\|6.21\|6.38\|5.76\|5446296;2026-04-07\|5.91\|0.51\|5.70\|6.15\|5.60\|5103535;2026-04-08\|6.50\|9.98\|6.18\|6.50\|6.18\|1769109;2026-04-09\|6.56\|0.92\|7.15\|7.15\|6.40\|8378695;2026-04-10\|6.30\|-3.96\|6.56\|6.83\|6.30\|5795423;2026-04-13\|6.42\|1.90\|6.01\|6.50\|6.01\|4992703;2026-04-14\|6.48\|0.93\|6.61\|6.76\|6.42\|5666638;2026-04-15\|6.23\|-3.86\|6.31\|6.55\|6.01\|4907955;2026-04-16\|6.85\|9.95\|6.25\|6.85\|6.24\|5720820;2026-04-17\|7.09\|3.50\|6.85\|7.32\|6.61\|8461098;2026-04-20\|7.16\|0.99\|7.07\|7.57\|7.07\|7028012;2026-04-21\|6.74\|-5.87\|6.89\|7.07\|6.52\|5228805;2026-04-22\|6.82\|1.19\|6.65\|6.89\|6.43\|5039140;2026-04-23\|6.56\|-3.81\|6.77\|6.78\|6.40\|4213546;2026-04-24\|5.99\|-8.69\|6.44\|6.46\|5.90\|4370152;2026-04-27\|5.81\|-3.00\|5.80\|5.91\|5.58\|3027357;2026-04-28\|5.54\|-4.65\|5.93\|5.98\|5.51\|3094829;2026-04-29\|5.55\|0.18\|5.42\|5.74\|5.30\|3200383;2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304;2026-07-20\|3.05\|-1.93\|3.18\|3.38\|3.00\|1330783;2026-07-21\|3.15\|3.28\|3.05\|3.16\|2.81\|1481519;2026-07-22\|3.18\|0.95\|3.10\|3.30\|3.07\|1351490;2026-07-23\|3.40\|6.92\|3.16\|3.50\|3.12\|3023384;2026-07-24\|3.18\|-6.47\|3.31\|3.33\|3.17\|1896506
8952	美股存储公司大涨，美光创新高	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.88%股权	2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543
8951	美股存储公司大涨，美光创新高	涨停揭秘：美股存储巨头美光创新高，带动全球存储行情回暖；公司NOR Flash设计能力领先，FPGA芯片在AI服务器加速卡中持续渗透；涨停缘由：美光财报超预期并宣布涨价，存储行业景气度回升；公司是国内FPGA龙头，已实现28nm FPGA量产，配套AI服务器加速需求；NOR Flash产品广泛用于AI终端设备启动存储；资金逻辑：3月18日龙虎榜显示机构席位大幅净买入，北向资金近期连续增持，融资余额同步攀升，反映主流资金对半导体设计龙头的配置意愿增强；风险提示：公司2025年扣非净利润同比下滑，FPGA研发周期长、客户认证门槛高，短期业绩兑现存在不确定性	国产大型半导体设计企业，FPGA芯片设计领域领先；公司拥有丰富的NOR Flash设计经验，可提供多个系列通用SPI接口Flash存储器	2026-03-17\|70.16\|0.01\|71.00\|72.84\|69.39\|120867;2026-03-18\|77.50\|10.46\|70.89\|77.91\|70.10\|231384;2026-03-19\|73.46\|-5.21\|75.00\|75.78\|73.00\|135053;2026-03-20\|71.26\|-2.99\|74.50\|74.80\|71.00\|100666;2026-03-23\|66.82\|-6.23\|71.71\|71.71\|66.02\|97235;2026-03-24\|67.65\|1.24\|67.98\|68.10\|65.19\|84975;2026-03-25\|69.06\|2.08\|68.00\|70.68\|67.65\|81881;2026-03-26\|67.49\|-2.27\|68.95\|69.40\|66.70\|73101;2026-03-27\|67.92\|0.64\|66.66\|68.76\|66.11\|62533;2026-03-30\|67.67\|-0.37\|66.35\|67.98\|64.94\|116635;2026-03-31\|66.63\|-1.54\|68.43\|69.95\|66.56\|89931;2026-04-01\|66.50\|-0.20\|67.99\|68.37\|65.86\|77347;2026-04-02\|62.59\|-5.88\|66.46\|66.49\|62.22\|133441;2026-04-03\|65.45\|4.57\|63.24\|66.30\|62.60\|130806;2026-04-07\|64.23\|-1.86\|65.95\|66.13\|64.20\|62952;2026-04-08\|69.01\|7.44\|66.23\|69.32\|66.20\|128471;2026-04-09\|69.25\|0.35\|68.20\|71.61\|67.70\|115620;2026-04-10\|68.75\|-0.72\|69.40\|71.47\|68.70\|88743;2026-04-13\|67.18\|-2.28\|68.00\|69.10\|67.03\|95400;2026-04-14\|70.20\|4.50\|67.98\|70.66\|67.53\|117749;2026-04-15\|68.69\|-2.15\|71.00\|72.00\|68.36\|98628;2026-04-16\|69.80\|1.62\|68.68\|70.10\|67.70\|84648;2026-04-17\|71.91\|3.02\|69.80\|74.48\|69.05\|133161;2026-04-20\|75.07\|4.39\|71.93\|76.37\|71.00\|157180;2026-04-21\|76.52\|1.93\|75.00\|79.04\|75.00\|139493;2026-04-22\|76.00\|-0.68\|76.06\|76.80\|75.00\|112578;2026-04-23\|75.08\|-1.21\|76.48\|77.53\|74.19\|96910;2026-04-24\|73.06\|-2.69\|75.34\|76.17\|71.87\|139910;2026-04-27\|72.18\|-1.20\|74.20\|74.88\|70.86\|111787;2026-04-28\|70.45\|-2.40\|72.01\|73.80\|69.91\|123161;2026-04-29\|69.71\|-1.05\|70.50\|70.51\|68.15\|106831;2026-04-30\|68.07\|-2.35\|70.53\|71.53\|65.70\|322195;2026-05-06\|72.25\|6.14\|70.00\|74.80\|69.18\|270058;2026-05-07\|73.34\|1.51\|73.26\|74.50\|72.24\|165708;2026-05-08\|71.68\|-2.26\|72.41\|72.92\|71.05\|188162;2026-05-11\|74.73\|4.25\|73.11\|76.67\|72.68\|258740;2026-05-12\|73.61\|-1.50\|76.00\|76.27\|72.27\|179644;2026-05-13\|74.31\|0.95\|72.30\|75.39\|70.88\|231990;2026-05-14\|71.66\|-3.57\|75.79\|75.96\|70.55\|226543;2026-05-15\|69.10\|-3.57\|72.40\|73.09\|68.05\|252018;2026-05-18\|70.77\|2.42\|68.35\|72.34\|67.80\|208114;2026-05-19\|70.99\|0.31\|70.35\|71.19\|67.85\|190306;2026-05-20\|71.91\|1.30\|70.89\|72.90\|70.19\|221669;2026-05-21\|65.55\|-8.84\|73.34\|74.40\|65.18\|318606;2026-05-22\|67.42\|2.85\|65.89\|67.99\|65.35\|207761;2026-05-25\|70.89\|5.15\|67.30\|71.98\|66.00\|252350;2026-05-26\|67.85\|-4.29\|71.56\|71.57\|66.10\|209743;2026-05-27\|68.59\|1.09\|68.48\|72.67\|68.03\|294847;2026-05-28\|67.84\|-1.09\|67.88\|68.47\|65.37\|217870;2026-05-29\|60.41\|-10.95\|68.42\|68.50\|60.01\|322056;2026-06-01\|59.47\|-1.56\|60.83\|63.98\|58.78\|253051;2026-06-02\|57.41\|-3.46\|59.91\|60.00\|56.92\|215392;2026-06-03\|57.74\|0.57\|57.50\|59.88\|56.70\|202588;2026-06-04\|57.31\|-0.74\|56.80\|58.77\|56.38\|136231;2026-06-05\|55.63\|-2.93\|56.64\|57.48\|54.91\|167997;2026-06-08\|52.45\|-5.72\|53.67\|54.22\|51.20\|202006;2026-06-09\|54.11\|3.16\|53.86\|54.63\|52.65\|142435;2026-06-10\|54.02\|-0.17\|53.40\|54.79\|52.32\|145694;2026-06-11\|53.31\|-1.31\|54.00\|54.50\|52.61\|122583;2026-06-12\|53.07\|-0.45\|54.60\|55.27\|52.80\|158262;2026-06-15\|55.30\|4.20\|54.00\|55.49\|53.35\|150757;2026-06-16\|56.21\|1.65\|55.55\|56.59\|55.14\|129125;2026-06-17\|59.01\|4.98\|55.79\|59.19\|55.26\|189039;2026-06-18\|60.00\|1.68\|59.36\|62.68\|58.88\|299245;2026-06-22\|59.32\|-1.13\|60.89\|60.98\|56.80\|233421;2026-06-23\|58.27\|-1.77\|58.62\|61.05\|57.84\|186947;2026-06-24\|60.81\|4.36\|58.00\|61.68\|57.15\|221804;2026-06-25\|63.83\|4.97\|61.49\|64.46\|59.51\|303519;2026-06-26\|64.30\|0.74\|62.98\|66.49\|62.00\|346502;2026-06-29\|68.04\|5.82\|64.00\|68.17\|62.06\|379600;2026-06-30\|71.29\|4.78\|69.00\|71.53\|66.98\|316210;2026-07-01\|70.14\|-1.61\|71.46\|73.72\|69.37\|340027;2026-07-02\|65.40\|-6.76\|68.00\|69.95\|65.02\|287539;2026-07-03\|68.72\|5.08\|65.39\|71.42\|63.63\|291297;2026-07-06\|66.90\|-2.56\|68.72\|69.50\|64.80\|199826;2026-07-07\|66.50\|-0.60\|66.90\|69.68\|65.51\|181791;2026-07-08\|68.70\|3.31\|70.00\|73.77\|68.52\|478700;2026-07-09\|72.35\|5.31\|70.50\|72.35\|68.27\|329975;2026-07-10\|74.00\|2.28\|71.48\|80.83\|69.91\|553648;2026-07-13\|66.90\|-9.59\|73.95\|75.74\|66.30\|349112;2026-07-14\|63.83\|-4.59\|66.47\|67.27\|61.12\|293160;2026-07-15\|61.02\|-4.40\|64.85\|65.50\|60.32\|207753;2026-07-16\|58.70\|-3.80\|59.50\|64.39\|57.92\|250260;2026-07-17\|51.96\|-11.48\|58.01\|58.68\|51.72\|277490;2026-07-20\|50.01\|-3.75\|53.56\|54.20\|48.29\|266485;2026-07-21\|53.32\|6.62\|50.65\|53.34\|47.83\|296263;2026-07-22\|53.81\|0.92\|53.01\|55.82\|52.51\|260415;2026-07-23\|52.05\|-3.27\|53.84\|54.21\|51.45\|170398;2026-07-24\|50.51\|-2.96\|51.00\|52.29\|50.50\|155360
8950	美股存储公司大涨，美光创新高	存储芯片+SK海力士代理+一季报暴增行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年5月27日投资者关系管理信息，5月存储芯片价格仍在上涨，存储芯片供需紧张局面难以缓解，2026年存储芯片价格预计维持高位。公司作为SK海力士授权代理商，受益于存储市场高景气度。 2、据2026年5月27日投资者关系管理信息及2025年年报，公司自主品牌“海普存储”企业级SSD已与国内主流算力设备厂商完成验证对接并取得规模销售，2025年首次实现年度规模收入。 3、据2026年4月24日公告，公司2026年第一季度营收237.65亿元，同比增长200.60%，归母净利润13.27亿元，同比增长7835.06%。	公司自主品牌“海普存储”已经量产并在2025年实现规模收入	2026-03-17\|153.65\|-3.90\|158.33\|159.96\|153.57\|202954;2026-03-18\|169.99\|10.63\|156.50\|172.95\|155.30\|493264;2026-03-19\|161.68\|-4.89\|162.92\|167.20\|160.08\|328680;2026-03-20\|157.15\|-2.80\|163.96\|165.50\|154.00\|314275;2026-03-23\|143.19\|-8.88\|149.76\|153.20\|142.80\|274490;2026-03-24\|143.79\|0.42\|145.74\|145.77\|136.50\|248093;2026-03-25\|148.44\|3.23\|144.49\|152.86\|143.60\|255886;2026-03-26\|147.19\|-0.84\|143.00\|155.00\|141.94\|291505;2026-03-27\|143.96\|-2.19\|140.00\|146.66\|137.10\|198623;2026-03-30\|137.10\|-4.77\|140.06\|143.97\|135.00\|261182;2026-03-31\|125.63\|-8.37\|133.34\|133.76\|124.41\|352617;2026-04-01\|128.08\|1.95\|132.82\|133.76\|126.15\|265707;2026-04-02\|125.50\|-2.01\|129.01\|130.95\|124.62\|180806;2026-04-03\|121.98\|-2.80\|128.00\|128.10\|121.95\|170212;2026-04-07\|123.48\|1.23\|123.50\|126.94\|122.80\|177805;2026-04-08\|148.18\|20.00\|145.71\|148.18\|136.67\|596991;2026-04-09\|147.55\|-0.43\|149.57\|152.80\|145.02\|531628;2026-04-10\|151.25\|2.51\|150.00\|153.49\|148.95\|443550;2026-04-13\|152.00\|0.50\|148.51\|153.47\|148.46\|365772;2026-04-14\|158.58\|4.33\|155.30\|163.00\|154.70\|512194;2026-04-15\|153.94\|-2.93\|160.00\|162.96\|152.58\|423253;2026-04-16\|156.80\|1.86\|152.41\|157.34\|148.66\|330633;2026-04-17\|159.12\|1.48\|156.00\|160.58\|153.33\|351589;2026-04-20\|164.00\|3.07\|159.50\|167.54\|158.25\|402637;2026-04-21\|160.82\|-1.94\|162.07\|162.78\|157.00\|274138;2026-04-22\|162.12\|0.81\|159.80\|162.21\|158.80\|255445;2026-04-23\|156.39\|-3.53\|164.44\|164.98\|153.84\|356078;2026-04-24\|162.05\|3.62\|160.00\|172.14\|158.51\|660893;2026-04-27\|170.99\|5.52\|163.87\|172.86\|163.00\|542690;2026-04-28\|171.61\|0.36\|170.73\|178.68\|168.00\|531721;2026-04-29\|174.30\|1.57\|169.06\|175.95\|169.06\|488070;2026-04-30\|174.70\|0.23\|173.76\|178.78\|170.41\|392180;2026-05-06\|194.66\|11.43\|188.99\|204.00\|186.00\|669301;2026-05-07\|189.18\|-2.82\|194.77\|199.00\|188.66\|539544;2026-05-08\|181.02\|-4.31\|183.95\|184.88\|180.00\|463179;2026-05-11\|193.58\|6.94\|191.00\|201.90\|188.00\|682036;2026-05-12\|184.61\|-4.63\|192.00\|193.02\|183.91\|432779;2026-05-13\|194.64\|5.43\|181.46\|195.44\|178.96\|494138;2026-05-14\|200.50\|3.01\|194.65\|209.86\|190.00\|633008;2026-05-15\|190.40\|-5.04\|200.10\|202.28\|186.90\|504576;2026-05-18\|194.35\|2.07\|190.56\|203.33\|190.56\|441761;2026-05-19\|188.88\|-2.81\|190.00\|190.90\|179.38\|400858;2026-05-20\|186.40\|-1.31\|188.00\|192.77\|184.21\|304203;2026-05-21\|177.75\|-4.64\|190.82\|192.99\|176.66\|434935;2026-05-22\|187.69\|5.59\|181.21\|187.86\|179.22\|359544;2026-05-25\|204.56\|8.99\|187.69\|204.86\|184.86\|503434;2026-05-26\|194.93\|-4.71\|202.00\|203.00\|189.35\|394394;2026-05-27\|192.72\|-1.13\|203.50\|204.99\|191.87\|452796;2026-05-28\|188.00\|-2.45\|190.00\|193.45\|182.43\|337073;2026-05-29\|180.09\|-4.21\|189.50\|193.66\|176.58\|365211;2026-06-01\|167.09\|-7.22\|180.48\|182.00\|166.80\|300865;2026-06-02\|175.13\|4.81\|168.00\|179.35\|165.30\|348483;2026-06-03\|177.03\|1.08\|174.35\|184.93\|174.00\|330252;2026-06-04\|184.96\|4.48\|174.77\|188.63\|174.10\|370934;2026-06-05\|171.90\|-7.06\|179.42\|179.71\|170.95\|311709;2026-06-08\|159.13\|-7.43\|160.00\|165.58\|156.51\|270296;2026-06-09\|173.30\|8.90\|163.96\|174.20\|160.61\|332935;2026-06-10\|178.19\|2.82\|170.20\|183.00\|169.43\|341661;2026-06-11\|182.16\|2.23\|175.00\|182.48\|174.21\|246482;2026-06-12\|187.50\|2.93\|188.11\|194.96\|186.04\|480355;2026-06-15\|204.29\|8.95\|193.00\|205.00\|184.30\|491749;2026-06-16\|204.41\|0.06\|204.29\|208.50\|200.50\|316153;2026-06-17\|245.29\|20.00\|198.98\|245.29\|197.00\|519827;2026-06-18\|254.87\|3.91\|250.00\|258.78\|245.50\|582481;2026-06-22\|287.80\|12.92\|259.00\|292.00\|258.00\|478440;2026-06-23\|283.51\|-1.49\|283.56\|300.00\|274.37\|492620;2026-06-24\|289.60\|2.15\|281.00\|294.69\|277.00\|407417;2026-06-25\|306.25\|5.75\|300.68\|313.80\|291.02\|561390;2026-06-26\|301.00\|-1.71\|300.05\|317.88\|298.53\|436965;2026-06-29\|296.00\|-1.66\|290.01\|312.60\|284.00\|402123;2026-06-30\|300.00\|1.35\|292.83\|304.00\|280.10\|304147;2026-07-01\|302.51\|0.84\|300.00\|325.82\|295.50\|359003;2026-07-02\|262.04\|-13.38\|275.07\|284.45\|260.00\|457469;2026-07-03\|264.25\|0.84\|261.05\|274.94\|253.33\|323336;2026-07-06\|265.00\|0.28\|274.00\|283.45\|259.80\|387402;2026-07-07\|244.33\|-7.80\|257.06\|259.50\|239.00\|337346;2026-07-08\|244.09\|-0.10\|249.90\|263.00\|243.24\|327000;2026-07-09\|267.98\|9.79\|253.96\|267.99\|245.00\|411240;2026-07-10\|271.00\|1.13\|266.67\|283.10\|263.02\|434333;2026-07-13\|216.80\|-20.00\|244.90\|253.65\|216.80\|573961;2026-07-14\|230.89\|6.50\|216.00\|238.58\|206.00\|521478;2026-07-15\|221.20\|-4.20\|235.04\|242.89\|220.00\|425153;2026-07-16\|206.00\|-6.84\|203.33\|216.99\|199.00\|380529;2026-07-17\|174.10\|-15.49\|201.39\|203.50\|173.50\|440471;2026-07-20\|153.68\|-11.73\|180.99\|183.00\|147.09\|464869;2026-07-21\|176.98\|15.16\|160.00\|177.65\|140.10\|538492;2026-07-22\|166.60\|-5.87\|173.00\|185.87\|166.18\|446707;2026-07-23\|163.02\|-2.15\|172.04\|172.80\|161.83\|257298;2026-07-24\|161.59\|-0.88\|160.01\|166.80\|157.47\|264539
8949	美股存储公司大涨，美光创新高	涨停揭秘：存储短缺延续至2027年下半年，SSD主控国产替代进程提速；公司自研主控芯片已导入多家头部模组厂并批量出货；涨停缘由：美光等海外大厂减产加剧供给紧张，NAND Flash价格持续上涨；公司GK2302系列主控芯片支持PCIe Gen4，性能对标国际一线，已通过长江存储、长鑫存储生态适配；资金逻辑：3月12日至18日三连板期间成交额放大3倍，游资与机构合力推升，融资余额单周增长超25%，显示资金押注国产存储链核心环节；风险提示：公司存货周转率下降，下游模组厂去库存尚未结束，主控芯片订单存在季度性波动风险	国内SSD主控芯片龙头，研制出完全自主可控的国内首款高性能固态存储控制器芯片	2026-03-17\|177.00\|-1.00\|175.00\|182.73\|174.08\|151447;2026-03-18\|198.20\|11.98\|182.20\|200.88\|174.33\|235535;2026-03-19\|193.02\|-2.61\|191.75\|196.75\|186.87\|162734;2026-03-20\|195.10\|1.08\|193.01\|205.50\|187.00\|175102;2026-03-23\|174.53\|-10.54\|187.23\|189.99\|172.09\|170597;2026-03-24\|174.04\|-0.28\|177.00\|177.00\|163.03\|125851;2026-03-25\|175.72\|0.97\|178.06\|184.02\|173.50\|119583;2026-03-26\|165.62\|-5.75\|173.40\|173.40\|163.87\|97871;2026-03-27\|170.00\|2.64\|160.00\|170.32\|155.28\|99181;2026-03-30\|164.71\|-3.11\|168.86\|169.14\|162.80\|80387;2026-03-31\|154.19\|-6.39\|163.51\|164.68\|150.69\|113738;2026-04-01\|161.49\|4.73\|161.43\|164.66\|157.73\|85949;2026-04-02\|157.07\|-2.74\|163.00\|166.00\|156.34\|70030;2026-04-03\|152.06\|-3.19\|159.50\|162.71\|152.02\|62053;2026-04-07\|155.80\|2.46\|157.01\|159.78\|154.58\|65043;2026-04-08\|161.75\|3.82\|165.00\|165.00\|157.10\|125509;2026-04-09\|160.48\|-0.79\|158.00\|163.25\|154.00\|95262;2026-04-10\|165.95\|3.41\|165.00\|168.00\|159.53\|141156;2026-04-13\|165.50\|-0.27\|163.00\|175.00\|163.00\|136697;2026-04-14\|172.50\|4.23\|167.88\|174.10\|165.14\|143289;2026-04-15\|164.60\|-4.58\|174.43\|177.92\|163.00\|151558;2026-04-16\|162.63\|-1.20\|164.50\|167.40\|153.00\|132777;2026-04-17\|166.90\|2.63\|164.06\|168.99\|160.26\|111623;2026-04-20\|165.60\|-0.78\|165.41\|167.77\|160.00\|99560;2026-04-21\|164.50\|-0.66\|165.50\|168.70\|160.43\|81630;2026-04-22\|165.09\|0.36\|163.02\|166.59\|161.60\|99605;2026-04-23\|161.08\|-2.43\|168.00\|170.88\|158.83\|112180;2026-04-24\|158.80\|-1.42\|159.50\|161.87\|156.51\|72494;2026-04-27\|173.30\|9.13\|161.00\|177.00\|157.07\|176541;2026-04-28\|178.99\|3.28\|171.75\|185.68\|170.50\|135065;2026-04-29\|160.60\|-10.27\|175.00\|176.00\|160.33\|229213;2026-04-30\|178.31\|11.03\|161.00\|180.50\|159.29\|203747;2026-05-06\|190.00\|6.56\|185.00\|198.00\|183.51\|177342;2026-05-07\|201.00\|5.79\|191.26\|203.00\|187.37\|150908;2026-05-08\|214.56\|6.75\|196.23\|220.00\|195.01\|168650;2026-05-11\|235.50\|9.76\|224.00\|239.58\|216.01\|160356;2026-05-12\|233.40\|-0.89\|232.63\|238.86\|226.00\|119109;2026-05-13\|242.63\|3.95\|229.88\|253.13\|226.50\|166213;2026-05-14\|245.00\|0.98\|245.71\|255.30\|240.00\|133162;2026-05-15\|235.63\|-3.82\|246.39\|250.99\|232.90\|128684;2026-05-18\|246.00\|4.40\|237.42\|255.27\|235.90\|110685;2026-05-19\|240.21\|-2.35\|244.60\|245.50\|233.00\|91814;2026-05-20\|264.79\|10.23\|240.00\|266.80\|239.20\|128010;2026-05-21\|259.92\|-1.84\|266.98\|286.66\|258.50\|174224;2026-05-22\|296.73\|14.16\|265.12\|304.99\|247.00\|227654;2026-05-25\|333.20\|12.29\|303.00\|339.00\|293.01\|196946;2026-05-26\|331.92\|-0.38\|325.00\|334.98\|316.66\|114014;2026-05-27\|351.00\|5.75\|348.28\|376.80\|340.00\|137682;2026-05-28\|348.51\|-0.71\|351.00\|357.88\|336.00\|115635;2026-05-29\|328.97\|-5.61\|351.00\|358.98\|321.00\|141364;2026-06-01\|312.58\|-4.98\|338.50\|345.29\|312.00\|103030;2026-06-02\|314.32\|0.56\|318.82\|321.82\|296.00\|139796;2026-06-03\|303.89\|-3.32\|308.66\|319.49\|294.00\|134710;2026-06-04\|317.56\|4.50\|299.97\|321.99\|295.66\|112333;2026-06-05\|299.00\|-5.84\|310.00\|315.29\|297.00\|95927;2026-06-08\|276.70\|-7.46\|277.99\|291.00\|273.03\|112004;2026-06-09\|283.65\|2.51\|286.02\|289.97\|276.70\|78763;2026-06-10\|274.49\|-3.23\|279.37\|289.70\|269.80\|95686;2026-06-11\|269.20\|-1.93\|273.00\|277.40\|264.45\|65984;2026-06-12\|268.30\|-0.33\|280.10\|288.88\|267.21\|131451;2026-06-15\|290.26\|8.18\|273.72\|291.51\|265.33\|102885;2026-06-16\|300.00\|3.36\|295.01\|303.80\|286.00\|125106;2026-06-17\|325.30\|8.43\|294.00\|332.46\|287.03\|150133;2026-06-18\|330.55\|1.61\|322.05\|342.21\|318.50\|122007;2026-06-22\|315.19\|-4.65\|335.00\|337.00\|293.43\|179035;2026-06-23\|303.39\|-3.74\|312.04\|324.00\|300.00\|102873;2026-06-24\|307.15\|1.24\|300.00\|313.88\|290.50\|88937;2026-06-25\|308.35\|0.39\|313.00\|325.60\|302.88\|130778;2026-06-26\|292.10\|-5.27\|307.69\|315.18\|290.80\|111156;2026-06-29\|285.21\|-2.36\|303.35\|306.60\|271.00\|125790;2026-06-30\|295.00\|3.43\|283.50\|308.00\|273.50\|103766;2026-07-01\|288.11\|-2.34\|292.70\|308.51\|283.66\|95851;2026-07-02\|269.18\|-6.57\|277.44\|294.90\|267.31\|100213;2026-07-03\|264.60\|-1.70\|265.01\|276.68\|253.09\|86334;2026-07-06\|258.67\|-2.24\|268.00\|277.00\|250.88\|80448;2026-07-07\|246.50\|-4.70\|257.00\|257.57\|240.02\|75240;2026-07-08\|235.00\|-4.67\|249.02\|254.50\|229.57\|74793;2026-07-09\|255.40\|8.68\|240.03\|256.80\|237.03\|83550;2026-07-10\|241.39\|-5.49\|256.01\|258.00\|241.39\|93052;2026-07-13\|206.95\|-14.27\|238.00\|243.62\|203.00\|163016;2026-07-14\|210.08\|1.51\|214.16\|216.00\|198.00\|104292;2026-07-15\|205.32\|-2.27\|215.00\|222.94\|204.00\|96054;2026-07-16\|182.30\|-11.21\|201.63\|203.00\|181.31\|154545;2026-07-17\|158.00\|-13.33\|185.21\|186.00\|156.89\|168608;2026-07-20\|139.29\|-11.84\|164.00\|167.50\|132.15\|180832;2026-07-21\|160.00\|14.87\|141.99\|160.00\|122.27\|214376;2026-07-22\|154.66\|-3.34\|159.40\|168.38\|152.72\|168063;2026-07-23\|150.14\|-2.92\|156.50\|160.66\|148.26\|119136;2026-07-24\|145.24\|-3.26\|148.50\|151.60\|142.47\|89026
8948	美股存储公司大涨，美光创新高	电子元器件分销+一季报增长+东南亚出海 1、据2026年5月27日投资者关系活动记录表，公司2026年一季度归母净利润同比增长超400%；据2026年4月29日一季报，公司一季度营收5.31亿元，同比增长290.32%，同比扭亏为盈。 2、据2026年5月27日投资者关系活动记录表，公司通过达迈智能及达迈香港开展电子元器件分销业务，该业务贡献超60%营收，已成为第一大业务板块；据2025年年度报告，该业务客户覆盖通讯设备、消费电子等领域，与中兴、长城等建立稳定合作。 3、据2025年年度报告，公司持续推进日用消费品“出海”战略，与东南亚MR.D.I.Y.建立战略合作，在马来西亚和印尼28家重点门店建设“茶花品牌专区”，并重点拓展东南亚市场。	公司通过并购达迈智能及达迈香港100%股权切入电子元器件分销，已与新思、锐石等原厂建立合作，产品线覆盖存储、射频器件、无线连接	2026-03-17\|18.95\|-3.61\|19.70\|19.70\|18.89\|34095;2026-03-18\|20.85\|10.03\|18.95\|20.85\|18.70\|67184;2026-03-19\|21.97\|5.37\|21.07\|22.43\|21.06\|128035;2026-03-20\|21.02\|-4.32\|21.86\|22.22\|20.83\|79942;2026-03-23\|19.39\|-7.75\|20.92\|21.10\|19.23\|66366;2026-03-24\|19.40\|0.05\|19.88\|20.10\|18.96\|55539;2026-03-25\|19.32\|-0.41\|19.61\|20.76\|19.05\|85565;2026-03-26\|19.23\|-0.47\|19.33\|20.11\|18.88\|80398;2026-03-27\|18.76\|-2.44\|18.53\|19.00\|18.53\|56393;2026-03-30\|18.44\|-1.71\|18.20\|18.46\|17.91\|48068;2026-03-31\|19.12\|3.69\|18.34\|19.30\|18.25\|67956;2026-04-01\|18.80\|-1.67\|19.39\|19.50\|18.54\|54219;2026-04-02\|18.15\|-3.46\|18.67\|18.76\|17.95\|32894;2026-04-03\|17.32\|-4.57\|18.10\|18.26\|16.92\|64365;2026-04-07\|17.10\|-1.27\|17.01\|17.63\|16.85\|37172;2026-04-08\|18.10\|5.85\|17.42\|18.18\|17.36\|49264;2026-04-09\|18.68\|3.20\|18.10\|19.68\|18.10\|86418;2026-04-10\|18.69\|0.05\|18.58\|19.05\|18.45\|43642;2026-04-13\|18.88\|1.02\|18.50\|19.05\|18.28\|37596;2026-04-14\|19.08\|1.06\|18.92\|19.20\|18.76\|31115;2026-04-15\|19.16\|0.42\|19.09\|19.43\|18.81\|39099;2026-04-16\|19.50\|1.77\|19.15\|19.82\|19.04\|47887;2026-04-17\|19.16\|-1.74\|19.43\|19.49\|18.96\|44862;2026-04-20\|19.88\|3.76\|19.59\|20.28\|19.15\|67860;2026-04-21\|20.04\|0.80\|20.00\|20.65\|19.43\|51098;2026-04-22\|19.79\|-1.25\|19.88\|20.40\|19.72\|36362;2026-04-23\|20.00\|1.06\|19.71\|20.40\|19.59\|43563;2026-04-24\|20.41\|2.05\|20.06\|20.64\|20.01\|48860;2026-04-27\|20.30\|-0.54\|20.49\|20.70\|20.08\|46277;2026-04-28\|20.05\|-1.23\|20.15\|20.47\|19.97\|32001;2026-04-29\|20.54\|2.44\|20.00\|21.12\|19.99\|56426;2026-04-30\|20.55\|0.05\|20.30\|20.70\|20.05\|44427;2026-05-06\|20.87\|1.56\|20.56\|20.97\|20.20\|46624;2026-05-07\|21.36\|2.35\|20.87\|21.77\|20.85\|52588;2026-05-08\|22.01\|3.04\|21.36\|22.19\|21.20\|68412;2026-05-11\|22.52\|2.32\|22.01\|22.88\|21.82\|78059;2026-05-12\|22.38\|-0.62\|22.50\|22.88\|22.03\|49982;2026-05-13\|22.88\|2.23\|22.31\|23.32\|22.10\|53964;2026-05-14\|23.14\|1.14\|23.00\|23.77\|22.81\|74305;2026-05-15\|22.58\|-2.42\|23.14\|23.38\|22.53\|53003;2026-05-18\|22.88\|1.33\|23.00\|23.12\|22.30\|48197;2026-05-19\|22.28\|-2.62\|22.62\|22.66\|21.96\|44788;2026-05-20\|21.75\|-2.38\|22.29\|22.53\|21.65\|48792;2026-05-21\|21.38\|-1.70\|21.89\|22.19\|21.21\|51187;2026-05-22\|21.53\|0.70\|21.40\|21.96\|21.40\|29559;2026-05-25\|20.86\|-3.11\|21.40\|21.53\|20.61\|57519;2026-05-26\|19.83\|-4.94\|20.76\|20.78\|19.52\|68131;2026-05-27\|19.65\|-0.91\|19.81\|20.06\|19.31\|49371;2026-05-28\|20.26\|3.10\|19.75\|21.62\|19.58\|94195;2026-05-29\|18.85\|-6.96\|20.35\|20.35\|18.85\|60443;2026-06-01\|19.23\|2.02\|19.08\|19.62\|18.58\|50132;2026-06-02\|19.31\|0.42\|19.23\|19.45\|18.65\|36319;2026-06-03\|19.61\|1.55\|19.49\|19.66\|19.01\|37669;2026-06-04\|19.18\|-2.19\|19.63\|19.75\|19.02\|31107;2026-06-05\|19.18\|0.00\|19.17\|19.54\|18.81\|38567;2026-06-08\|18.11\|-5.58\|18.50\|18.85\|17.86\|42500;2026-06-09\|17.99\|-0.66\|18.29\|18.48\|17.93\|29428;2026-06-10\|17.70\|-1.50\|17.90\|17.90\|17.30\|31029;2026-06-11\|17.39\|-1.75\|17.50\|17.89\|17.10\|26773;2026-06-12\|17.45\|0.34\|17.68\|17.73\|17.25\|27621;2026-06-15\|17.40\|-0.29\|17.36\|17.66\|17.20\|28676;2026-06-16\|17.75\|2.01\|17.33\|17.88\|16.95\|35191;2026-06-17\|17.91\|0.90\|17.65\|18.09\|17.52\|30715;2026-06-18\|18.12\|1.17\|17.91\|18.55\|17.50\|39363;2026-06-22\|17.55\|-3.15\|17.92\|18.27\|17.00\|44202;2026-06-23\|17.53\|-0.11\|17.49\|18.10\|17.25\|32443;2026-06-24\|16.72\|-4.62\|17.17\|17.75\|16.71\|48247;2026-06-25\|16.26\|-2.75\|16.75\|16.77\|15.99\|44262;2026-06-26\|16.19\|-0.43\|15.98\|16.58\|15.55\|40343;2026-06-29\|16.41\|1.36\|16.19\|16.52\|15.92\|39623;2026-06-30\|16.15\|-1.58\|16.25\|16.85\|15.77\|47196;2026-07-01\|17.77\|10.03\|16.15\|17.77\|16.06\|93003;2026-07-02\|18.43\|3.71\|17.88\|19.09\|17.77\|102044;2026-07-03\|18.86\|2.33\|18.60\|19.19\|18.60\|56082;2026-07-06\|18.93\|0.37\|19.04\|19.70\|18.82\|53913;2026-07-07\|17.70\|-6.50\|18.87\|19.09\|17.52\|53824;2026-07-08\|16.59\|-6.27\|17.50\|17.70\|16.51\|62437;2026-07-09\|16.70\|0.66\|16.78\|17.09\|16.22\|46788;2026-07-10\|16.90\|1.20\|16.86\|17.37\|16.45\|36455;2026-07-13\|15.21\|-10.00\|16.90\|16.99\|15.21\|80723;2026-07-14\|16.39\|7.76\|15.21\|16.45\|14.91\|75567;2026-07-15\|15.75\|-3.90\|16.37\|16.37\|15.45\|53918;2026-07-16\|15.72\|-0.19\|15.36\|16.10\|15.00\|35386;2026-07-17\|14.94\|-4.96\|15.62\|15.84\|14.67\|51506;2026-07-20\|14.50\|-2.95\|15.20\|15.60\|14.30\|59703;2026-07-21\|14.30\|-1.38\|14.63\|14.78\|13.66\|55785;2026-07-22\|14.40\|0.70\|14.28\|14.50\|13.93\|32915;2026-07-23\|14.85\|3.12\|14.33\|14.87\|14.13\|34823;2026-07-24\|14.48\|-2.49\|14.51\|14.66\|14.31\|29625
8947	美股存储公司大涨，美光创新高	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商	2026-03-17\|41.79\|-0.67\|42.67\|44.28\|40.56\|83681;2026-03-18\|50.15\|20.00\|43.00\|50.15\|42.00\|116593;2026-03-19\|42.03\|-16.19\|47.65\|47.80\|41.80\|204494;2026-03-20\|38.75\|-7.80\|41.61\|42.32\|38.68\|140154;2026-03-23\|34.90\|-9.94\|37.10\|37.86\|34.60\|111634;2026-03-24\|38.67\|10.80\|36.64\|38.98\|35.00\|119498;2026-03-25\|40.50\|4.73\|40.00\|41.58\|39.37\|119510;2026-03-26\|38.23\|-5.60\|39.50\|40.60\|37.94\|73105;2026-03-27\|37.73\|-1.31\|37.13\|38.50\|36.71\|57209;2026-03-30\|36.72\|-2.68\|36.76\|37.39\|35.93\|59990;2026-03-31\|34.83\|-5.15\|36.09\|36.62\|34.70\|58509;2026-04-01\|37.02\|6.29\|36.88\|38.66\|36.50\|84973;2026-04-02\|39.28\|6.10\|37.50\|42.86\|37.50\|170645;2026-04-03\|38.50\|-1.99\|40.82\|40.90\|37.90\|139668;2026-04-07\|38.38\|-0.31\|39.36\|40.38\|38.37\|86356;2026-04-08\|40.91\|6.59\|39.95\|41.15\|39.56\|92502;2026-04-09\|40.45\|-1.12\|39.80\|41.63\|39.38\|68259;2026-04-10\|40.65\|0.49\|41.30\|41.86\|40.43\|70494;2026-04-13\|40.53\|-0.30\|40.11\|41.06\|39.80\|53976;2026-04-14\|41.12\|1.46\|41.70\|42.15\|40.59\|63447;2026-04-15\|40.50\|-1.51\|41.80\|42.15\|40.23\|51369;2026-04-16\|40.69\|0.47\|40.88\|41.10\|40.10\|38707;2026-04-17\|42.33\|4.03\|40.29\|43.10\|39.90\|69431;2026-04-20\|41.11\|-2.88\|42.28\|42.81\|40.95\|66008;2026-04-21\|41.74\|1.53\|40.80\|42.24\|40.15\|67834;2026-04-22\|44.00\|5.41\|42.00\|44.95\|42.00\|79989;2026-04-23\|41.22\|-6.32\|44.04\|46.20\|40.87\|86258;2026-04-24\|41.05\|-0.41\|41.00\|41.64\|39.87\|61912;2026-04-27\|43.08\|4.95\|41.31\|43.35\|41.15\|58122;2026-04-28\|49.36\|14.58\|46.90\|51.68\|46.60\|165067;2026-04-29\|54.44\|10.29\|49.17\|58.00\|48.55\|171399;2026-04-30\|54.18\|-0.48\|55.53\|58.49\|54.11\|131642;2026-05-06\|55.99\|3.34\|56.27\|58.94\|55.75\|104835;2026-05-07\|57.78\|3.20\|56.37\|58.35\|54.38\|94899;2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279
8946	美股存储公司大涨，美光创新高	存储芯片+参股公司爆发+一季报扭亏行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2025年年度报告，公司高端存储产品已在AI智算中心、HPC高性能计算等核心场景实现规模化部署，打通了从主控芯片、SSD到存储系统的全产业链。 2、据2026年5月27日互动易，公司参股的国产企业级SSD头部厂商忆恒创源一季度净利润超4.5亿元，新锐主控芯片厂商泽石科技一季度已实现扭亏为盈，业绩同比大幅增长，参股公司的盈利为公司贡献正向业绩回报。 3、据2026年4月28日一季报，公司一季度营收1.22亿元，同比增长156.12%，归母净利润8718.08万元，同比扭亏为盈。	1、公司主要从事数据存储、数据保护、容灾等技术的研究、开发和应用； 2、子公司鸿秦科技承担了特殊行业固态存储主控芯片的研发和设计任务，形成了具有完全自主知识产权的鸿芯系列主控芯片东，是国内最早进入军工固态存储领域的专业存储厂商之一	2026-03-17\|20.69\|-1.66\|20.78\|21.23\|20.56\|244396;2026-03-18\|24.83\|20.01\|21.40\|24.83\|20.81\|819580;2026-03-19\|26.44\|6.48\|26.01\|28.39\|26.01\|1320990;2026-03-20\|24.68\|-6.66\|27.24\|27.68\|24.61\|859739;2026-03-23\|22.51\|-8.79\|22.90\|23.77\|22.32\|583165;2026-03-24\|22.50\|-0.04\|22.70\|22.94\|21.62\|499776;2026-03-25\|22.44\|-0.27\|22.72\|23.48\|22.22\|554800;2026-03-26\|21.27\|-5.21\|22.17\|22.30\|21.12\|442357;2026-03-27\|21.13\|-0.66\|20.59\|21.42\|20.36\|272690;2026-03-30\|20.85\|-1.33\|20.67\|21.09\|20.36\|203372;2026-03-31\|19.83\|-4.89\|20.42\|20.67\|19.74\|280294;2026-04-01\|20.18\|1.76\|20.76\|21.12\|20.07\|311174;2026-04-02\|19.30\|-4.36\|20.74\|20.79\|19.20\|330406;2026-04-03\|18.68\|-3.21\|19.69\|19.73\|18.68\|197702;2026-04-07\|19.85\|6.26\|19.32\|21.06\|19.03\|443007;2026-04-08\|21.36\|7.61\|20.50\|21.39\|20.30\|478828;2026-04-09\|21.88\|2.43\|21.02\|22.42\|20.95\|460988;2026-04-10\|22.31\|1.97\|22.41\|23.10\|22.25\|527466;2026-04-13\|22.75\|1.97\|22.05\|22.97\|21.85\|297440;2026-04-14\|23.45\|3.08\|23.20\|23.58\|23.00\|334364;2026-04-15\|22.74\|-3.03\|23.45\|23.50\|22.62\|274232;2026-04-16\|23.51\|3.39\|22.91\|24.32\|22.36\|353986;2026-04-17\|24.39\|3.74\|23.99\|24.68\|23.50\|396580;2026-04-20\|24.66\|1.11\|24.08\|24.99\|24.02\|304690;2026-04-21\|24.52\|-0.57\|24.49\|25.06\|24.21\|207360;2026-04-22\|24.44\|-0.33\|24.25\|24.66\|24.06\|193412;2026-04-23\|23.50\|-3.85\|24.70\|24.79\|23.23\|279349;2026-04-24\|23.27\|-0.98\|23.37\|23.57\|22.57\|252419;2026-04-27\|24.00\|3.14\|23.50\|24.24\|23.11\|254792;2026-04-28\|25.50\|6.25\|25.50\|27.25\|24.82\|733622;2026-04-29\|28.62\|12.24\|26.02\|29.10\|25.93\|783503;2026-04-30\|27.72\|-3.14\|28.48\|28.56\|27.51\|511559;2026-05-06\|30.06\|8.44\|29.15\|31.11\|28.68\|644402;2026-05-07\|33.63\|11.88\|29.89\|34.20\|29.53\|779994;2026-05-08\|35.50\|5.56\|32.50\|36.04\|32.50\|715477;2026-05-11\|42.60\|20.00\|40.00\|42.60\|40.00\|660316;2026-05-12\|42.81\|0.49\|44.61\|45.88\|42.53\|1234123;2026-05-13\|43.35\|1.26\|42.05\|43.92\|40.59\|986631;2026-05-14\|43.34\|-0.02\|44.50\|46.24\|43.34\|888726;2026-05-15\|44.56\|2.81\|44.65\|47.71\|43.98\|837099;2026-05-18\|53.47\|20.00\|46.88\|53.47\|46.25\|564611;2026-05-19\|59.40\|11.09\|58.00\|62.00\|57.06\|1123132;2026-05-20\|57.26\|-3.60\|57.50\|58.80\|52.86\|642617;2026-05-21\|53.96\|-5.76\|58.70\|60.44\|53.50\|559106;2026-05-22\|53.35\|-1.13\|54.42\|55.63\|50.04\|502348;2026-05-25\|50.54\|-5.27\|52.22\|52.95\|47.51\|520401;2026-05-26\|45.60\|-9.77\|50.00\|50.00\|44.61\|468007;2026-05-27\|45.60\|0.00\|47.80\|49.79\|45.30\|451054;2026-05-28\|50.42\|10.57\|45.62\|51.60\|44.88\|482160;2026-05-29\|47.86\|-5.08\|51.00\|52.50\|46.91\|459966;2026-06-01\|49.25\|2.90\|49.00\|50.30\|47.85\|378321;2026-06-02\|46.61\|-5.36\|48.60\|49.02\|41.71\|456678;2026-06-03\|54.81\|17.59\|47.08\|55.93\|46.98\|903004;2026-06-04\|55.18\|0.68\|55.01\|57.11\|53.70\|847898;2026-06-05\|53.01\|-3.93\|54.12\|57.98\|52.63\|753139;2026-06-08\|48.46\|-8.58\|49.72\|51.59\|47.60\|628310;2026-06-09\|48.80\|0.70\|50.20\|50.55\|47.08\|545805;2026-06-10\|46.58\|-4.55\|48.24\|48.33\|45.88\|411486;2026-06-11\|45.56\|-2.19\|46.61\|48.77\|44.56\|379739;2026-06-12\|43.40\|-4.74\|48.21\|48.68\|43.00\|469582;2026-06-15\|46.00\|5.99\|44.88\|46.13\|43.80\|425449;2026-06-16\|47.75\|3.80\|46.82\|49.45\|46.00\|566401;2026-06-17\|51.03\|6.87\|46.98\|52.50\|46.35\|728385;2026-06-18\|50.90\|-0.25\|50.63\|52.15\|49.71\|611743;2026-06-22\|51.58\|1.34\|51.14\|52.40\|48.72\|673776;2026-06-23\|55.90\|8.38\|50.62\|59.47\|49.60\|975146;2026-06-24\|59.55\|6.53\|53.51\|60.10\|51.61\|927993;2026-06-25\|58.00\|-2.60\|62.00\|62.00\|56.35\|939141;2026-06-26\|53.50\|-7.76\|56.45\|57.45\|53.43\|670903;2026-06-29\|50.50\|-5.61\|53.26\|54.33\|47.14\|645704;2026-06-30\|51.17\|1.33\|49.78\|52.30\|48.10\|466778;2026-07-01\|49.33\|-3.60\|51.99\|54.33\|49.18\|604367;2026-07-02\|45.29\|-8.19\|46.40\|47.80\|45.16\|498588;2026-07-03\|45.17\|-0.27\|44.40\|46.80\|43.33\|347503;2026-07-06\|44.18\|-2.19\|45.80\|46.10\|42.30\|358516;2026-07-07\|41.92\|-5.12\|43.58\|43.98\|41.07\|295735;2026-07-08\|39.97\|-4.65\|42.37\|42.56\|39.17\|299067;2026-07-09\|42.25\|5.70\|40.77\|42.35\|39.41\|342763;2026-07-10\|40.31\|-4.59\|42.65\|44.37\|40.30\|382858;2026-07-13\|36.23\|-10.12\|39.74\|40.43\|36.00\|365913;2026-07-14\|37.93\|4.69\|37.01\|38.26\|35.48\|304612;2026-07-15\|36.08\|-4.88\|38.62\|38.78\|35.90\|237948;2026-07-16\|34.66\|-3.94\|35.88\|37.13\|34.37\|253435;2026-07-17\|30.77\|-11.22\|34.08\|34.87\|30.30\|325431;2026-07-20\|27.48\|-10.69\|31.71\|32.02\|26.40\|396306;2026-07-21\|30.37\|10.52\|28.12\|30.37\|24.50\|447902;2026-07-22\|29.56\|-2.67\|30.39\|31.18\|29.24\|336420;2026-07-23\|29.61\|0.17\|29.80\|30.48\|28.96\|231126;2026-07-24\|28.91\|-2.36\|28.99\|29.82\|28.61\|208824
8945	美股存储公司大涨，美光创新高	存储芯片+英伟达代理+央企行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日一季报，公司一季度营收298.62亿元，同比增长144.36%，主因全球存储行业爆发式增长、存储芯片价格持续上涨，带动客户需求提升。 2、据2025年11月20日互动易，公司授权代理DRAM、Nand Flash等存储芯片，2025年上半年存储器收入102.36亿元，占营收30.53%，AI服务器需求旺盛。 3、据2025年12月24日投资者关系活动记录表，公司为英伟达国内授权分销商，代理数据中心GPU、Jetson及汽车芯片。	公司是英伟达、AMD的授权分销商之一，代理DRAM、Nand Flash等存储芯片	2026-03-17\|22.40\|-3.57\|23.24\|23.28\|22.40\|149858;2026-03-18\|24.64\|10.00\|22.82\|24.64\|22.69\|427131;2026-03-19\|24.55\|-0.37\|24.65\|24.94\|24.28\|648245;2026-03-20\|25.01\|1.87\|24.90\|26.50\|24.53\|837984;2026-03-23\|24.68\|-1.32\|24.51\|25.68\|24.22\|519676;2026-03-24\|25.17\|1.99\|24.86\|25.49\|24.40\|497360;2026-03-25\|26.54\|5.44\|24.91\|26.83\|24.81\|731035;2026-03-26\|25.39\|-4.33\|26.01\|26.12\|25.26\|359242;2026-03-27\|24.58\|-3.19\|24.56\|24.85\|23.90\|361910;2026-03-30\|24.73\|0.61\|23.74\|25.00\|23.45\|311428;2026-03-31\|24.23\|-2.02\|24.37\|24.83\|23.76\|231994;2026-04-01\|23.95\|-1.16\|24.73\|24.95\|23.64\|267898;2026-04-02\|23.03\|-3.84\|24.02\|24.19\|22.85\|245893;2026-04-03\|22.24\|-3.43\|23.01\|23.17\|22.22\|166018;2026-04-07\|22.96\|3.24\|22.32\|23.84\|22.25\|232812;2026-04-08\|25.26\|10.02\|23.83\|25.26\|23.63\|337915;2026-04-09\|25.58\|1.27\|25.26\|25.92\|25.05\|544178;2026-04-10\|26.42\|3.28\|25.60\|27.00\|25.60\|517393;2026-04-13\|26.95\|2.01\|25.99\|27.48\|25.99\|429387;2026-04-14\|26.79\|-0.59\|27.29\|27.50\|26.58\|286442;2026-04-15\|27.39\|2.24\|26.79\|27.97\|26.49\|415972;2026-04-16\|27.59\|0.73\|26.97\|27.80\|26.91\|253880;2026-04-17\|26.97\|-2.25\|27.47\|27.56\|26.87\|256581;2026-04-20\|27.73\|2.82\|26.98\|28.18\|26.80\|313466;2026-04-21\|27.47\|-0.94\|27.60\|27.82\|27.09\|201175;2026-04-22\|27.57\|0.36\|27.39\|27.70\|27.12\|214136;2026-04-23\|26.80\|-2.79\|28.00\|28.09\|26.60\|216253;2026-04-24\|27.63\|3.10\|27.30\|28.08\|26.83\|382869;2026-04-27\|27.63\|0.00\|27.85\|28.30\|27.20\|336604;2026-04-28\|25.80\|-6.62\|26.01\|26.34\|25.10\|461891;2026-04-29\|25.62\|-0.70\|25.60\|26.09\|25.33\|258713;2026-04-30\|26.46\|3.28\|25.70\|27.07\|25.45\|345993;2026-05-06\|29.11\|10.02\|26.95\|29.11\|26.86\|871006;2026-05-07\|29.08\|-0.10\|28.56\|29.08\|28.11\|648671;2026-05-08\|29.00\|-0.28\|28.62\|30.15\|28.48\|685314;2026-05-11\|30.78\|6.14\|29.77\|30.89\|29.58\|753613;2026-05-12\|28.94\|-5.98\|30.12\|30.15\|28.85\|542014;2026-05-13\|30.14\|4.15\|28.25\|30.51\|27.88\|657619;2026-05-14\|29.94\|-0.66\|29.82\|32.00\|28.91\|758031;2026-05-15\|28.55\|-4.64\|30.00\|30.26\|28.15\|587866;2026-05-18\|28.30\|-0.88\|28.56\|29.40\|28.15\|398910;2026-05-19\|28.36\|0.21\|28.00\|28.39\|27.37\|351027;2026-05-20\|28.87\|1.80\|28.03\|29.05\|27.68\|463056;2026-05-21\|26.79\|-7.20\|29.14\|29.29\|26.69\|511045;2026-05-22\|27.49\|2.61\|27.01\|27.71\|26.81\|274952;2026-05-25\|28.16\|2.44\|27.67\|28.25\|27.10\|338401;2026-05-26\|27.02\|-4.05\|27.88\|27.88\|26.12\|410335;2026-05-27\|26.40\|-2.29\|26.87\|27.38\|26.30\|309191;2026-05-28\|27.74\|5.08\|26.10\|27.99\|26.06\|373785;2026-05-29\|25.99\|-6.31\|27.70\|28.38\|25.61\|367258;2026-06-01\|25.30\|-2.65\|25.99\|26.83\|25.26\|282611;2026-06-02\|26.75\|5.73\|25.45\|27.83\|25.25\|615963;2026-06-03\|26.71\|-0.15\|26.52\|27.36\|26.08\|451534;2026-06-04\|27.69\|3.67\|26.30\|28.09\|26.21\|427661;2026-06-05\|27.68\|-0.04\|27.27\|28.76\|26.75\|521766;2026-06-08\|25.42\|-8.16\|26.10\|26.88\|25.15\|378226;2026-06-09\|26.64\|4.80\|25.88\|26.71\|25.08\|377782;2026-06-10\|26.05\|-2.21\|26.31\|27.05\|25.73\|262926;2026-06-11\|25.52\|-1.58\|25.75\|26.26\|25.20\|261408;2026-06-12\|24.95\|-2.23\|26.13\|26.90\|24.88\|346443;2026-06-15\|26.41\|5.85\|25.01\|26.41\|24.39\|331476;2026-06-16\|26.92\|1.93\|26.30\|27.24\|26.12\|300190;2026-06-17\|27.40\|1.78\|26.51\|27.44\|26.51\|297099;2026-06-18\|29.41\|7.34\|27.88\|30.14\|27.69\|895644;2026-06-22\|30.02\|2.07\|29.54\|30.47\|29.20\|643117;2026-06-23\|30.10\|0.27\|29.82\|30.92\|29.00\|506268;2026-06-24\|31.05\|3.16\|29.79\|31.29\|29.21\|485108;2026-06-25\|31.06\|0.03\|32.03\|32.05\|30.58\|466921;2026-06-26\|30.05\|-3.25\|30.80\|31.60\|29.96\|455351;2026-06-29\|29.09\|-3.19\|30.00\|30.68\|27.89\|482619;2026-06-30\|31.15\|7.08\|29.06\|32.00\|28.55\|529406;2026-07-01\|30.68\|-1.51\|31.40\|32.64\|30.12\|528051;2026-07-02\|28.61\|-6.75\|29.70\|31.00\|28.46\|478458;2026-07-03\|28.61\|0.00\|28.73\|30.30\|28.45\|413850;2026-07-06\|31.47\|10.00\|30.55\|31.47\|30.05\|307300;2026-07-07\|29.20\|-7.21\|31.00\|31.00\|28.86\|775638;2026-07-08\|29.01\|-0.65\|29.28\|29.90\|27.90\|529529;2026-07-09\|30.76\|6.03\|29.79\|30.87\|29.05\|671258;2026-07-10\|31.03\|0.88\|31.00\|32.57\|30.55\|763523;2026-07-13\|28.07\|-9.54\|30.66\|31.45\|27.93\|573913;2026-07-14\|28.63\|2.00\|28.14\|29.03\|26.31\|506285;2026-07-15\|26.65\|-6.92\|28.85\|29.42\|26.51\|449283;2026-07-16\|25.23\|-5.33\|26.16\|27.35\|24.96\|407884;2026-07-17\|22.71\|-9.99\|25.10\|25.38\|22.71\|457864;2026-07-20\|20.44\|-10.00\|23.00\|23.15\|20.44\|439162;2026-07-21\|21.88\|7.04\|20.60\|21.94\|18.95\|530320;2026-07-22\|21.89\|0.05\|21.50\|23.17\|21.44\|455405;2026-07-23\|22.38\|2.24\|21.88\|22.86\|21.69\|357297;2026-07-24\|22.23\|-0.67\|22.10\|22.83\|21.80\|246256
8944	美股存储公司大涨，美光创新高	存储芯片+定增扩产+战略转型行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月18日公告，公司拟以简易程序向特定对象发行股票，募集资金中7500万元用于嵌入式存储芯片扩产项目，重点扩大LPDDR、EMMC、SD NAND嵌入式存储器产能。 2、据2026年6月30日互动易，公司明确表示将以半导体存储业务为核心突破业务，稳步推进主业相关布局与发展。 3、据2026年6月16日业绩说明会，公司主营半导体存储器的研发设计、封装测试及销售，主要产品为固态硬盘、移动存储、嵌入式存储等；2026年一季度存储业务收入占比超70%，已成为公司最主要业务。	公司拟定增1.29亿元加码半导体存储业务	2026-03-17\|14.90\|-6.70\|15.98\|16.31\|14.90\|167864;2026-03-18\|16.39\|10.00\|15.20\|16.39\|15.00\|191608;2026-03-19\|16.75\|2.20\|16.66\|16.98\|16.05\|342569;2026-03-20\|15.79\|-5.73\|17.03\|17.13\|15.75\|244218;2026-03-23\|14.33\|-9.25\|15.45\|15.49\|14.25\|209826;2026-03-24\|14.97\|4.47\|14.85\|15.14\|14.32\|148896;2026-03-25\|15.51\|3.61\|15.20\|15.96\|14.97\|130136;2026-03-26\|14.65\|-5.54\|15.42\|15.51\|14.61\|116198;2026-03-27\|14.53\|-0.82\|14.29\|14.90\|14.08\|103033;2026-03-30\|14.85\|2.20\|14.33\|15.15\|14.30\|109764;2026-03-31\|14.50\|-2.36\|14.95\|16.28\|14.40\|213795;2026-04-01\|14.23\|-1.86\|15.30\|15.30\|14.16\|207252;2026-04-02\|13.58\|-4.57\|14.11\|14.80\|13.50\|164601;2026-04-03\|13.36\|-1.62\|13.68\|13.69\|13.26\|88166;2026-04-07\|13.38\|0.15\|13.55\|13.83\|13.32\|85305;2026-04-08\|14.18\|5.98\|13.75\|14.20\|13.69\|105681;2026-04-09\|14.14\|-0.28\|14.00\|14.40\|13.82\|110624;2026-04-10\|14.28\|0.99\|14.40\|14.89\|14.26\|114135;2026-04-13\|14.20\|-0.56\|14.00\|14.55\|14.00\|74251;2026-04-14\|14.65\|3.17\|14.42\|14.77\|14.35\|120049;2026-04-15\|14.70\|0.34\|14.69\|14.95\|14.61\|96111;2026-04-16\|15.19\|3.33\|14.70\|15.28\|14.00\|148631;2026-04-17\|15.60\|2.70\|15.09\|15.65\|15.00\|101519;2026-04-20\|15.88\|1.79\|15.58\|15.89\|15.42\|105458;2026-04-21\|15.67\|-1.32\|15.80\|15.87\|15.50\|74144;2026-04-22\|15.69\|0.13\|15.52\|15.76\|15.45\|76620;2026-04-23\|15.42\|-1.72\|15.79\|15.83\|15.08\|94552;2026-04-24\|15.06\|-2.33\|15.41\|15.41\|14.90\|74103;2026-04-27\|15.54\|3.19\|15.13\|15.85\|14.91\|87336;2026-04-28\|15.73\|1.22\|15.52\|15.87\|15.30\|89410;2026-04-29\|16.40\|4.26\|15.55\|16.58\|15.55\|132008;2026-04-30\|15.59\|-4.94\|18.04\|18.04\|15.43\|561155;2026-05-06\|17.15\|10.01\|16.27\|17.15\|16.01\|254105;2026-05-07\|18.87\|10.03\|17.36\|18.87\|17.11\|615562;2026-05-08\|19.15\|1.48\|18.79\|19.47\|18.60\|431062;2026-05-11\|19.21\|0.31\|19.86\|20.00\|18.70\|396741;2026-05-12\|18.60\|-3.18\|19.03\|19.18\|18.59\|254617;2026-05-13\|18.88\|1.51\|18.13\|18.99\|18.08\|256514;2026-05-14\|18.48\|-2.12\|18.85\|18.92\|18.45\|149864;2026-05-15\|18.61\|0.70\|18.40\|19.36\|18.32\|182185;2026-05-18\|20.47\|9.99\|19.10\|20.47\|19.10\|329730;2026-05-19\|22.52\|10.01\|20.09\|22.52\|19.85\|303591;2026-05-20\|24.77\|9.99\|24.50\|24.77\|23.50\|146219;2026-05-21\|27.25\|10.01\|25.40\|27.25\|23.84\|814036;2026-05-22\|26.90\|-1.28\|26.50\|27.98\|24.53\|774164;2026-05-25\|25.76\|-4.24\|25.81\|27.10\|25.12\|599726;2026-05-26\|23.18\|-10.02\|25.89\|26.10\|23.18\|255624;2026-05-27\|20.86\|-10.01\|22.06\|23.16\|20.86\|570671;2026-05-28\|20.18\|-3.26\|20.32\|21.31\|20.01\|490142;2026-05-29\|21.56\|6.84\|20.95\|22.20\|20.70\|763714;2026-06-01\|21.02\|-2.50\|21.81\|22.38\|20.82\|504700;2026-06-02\|20.86\|-0.76\|20.99\|21.31\|19.76\|325659;2026-06-03\|20.49\|-1.77\|20.60\|21.26\|20.12\|274064;2026-06-04\|20.35\|-0.68\|20.10\|21.03\|20.06\|228193;2026-06-05\|19.80\|-2.70\|19.72\|20.59\|19.17\|251394;2026-06-08\|19.19\|-3.08\|18.95\|20.20\|18.89\|190872;2026-06-09\|20.10\|4.74\|19.41\|20.29\|19.30\|154804;2026-06-10\|19.55\|-2.74\|19.86\|19.95\|19.23\|138532;2026-06-11\|19.53\|-0.10\|19.28\|19.76\|19.07\|125847;2026-06-12\|19.18\|-1.79\|19.95\|20.31\|19.10\|181870;2026-06-15\|19.76\|3.02\|19.56\|19.80\|19.30\|130937;2026-06-16\|20.29\|2.68\|19.82\|20.38\|19.41\|169583;2026-06-17\|20.73\|2.17\|20.00\|20.79\|19.90\|263275;2026-06-18\|21.16\|2.07\|21.67\|22.00\|20.41\|500078;2026-06-22\|22.69\|7.23\|21.16\|22.83\|20.04\|525600;2026-06-23\|21.78\|-4.01\|22.04\|22.87\|21.56\|318878;2026-06-24\|23.32\|7.07\|21.13\|23.50\|20.53\|394380;2026-06-25\|24.06\|3.17\|23.70\|24.70\|23.01\|438903;2026-06-26\|21.65\|-10.02\|23.49\|23.85\|21.65\|333680;2026-06-29\|20.31\|-6.19\|21.00\|21.57\|19.81\|312669;2026-06-30\|20.59\|1.38\|20.08\|20.85\|19.66\|201486;2026-07-01\|22.00\|6.85\|20.58\|22.65\|20.54\|339129;2026-07-02\|21.63\|-1.68\|21.17\|22.76\|21.17\|314326;2026-07-03\|21.44\|-0.88\|21.63\|22.30\|21.03\|200112;2026-07-06\|21.21\|-1.07\|22.29\|22.30\|20.33\|204026;2026-07-07\|20.10\|-5.23\|20.55\|20.85\|19.83\|197763;2026-07-08\|19.04\|-5.27\|20.10\|20.25\|18.30\|158329;2026-07-09\|18.90\|-0.74\|18.45\|18.95\|17.42\|223309;2026-07-10\|18.60\|-1.59\|18.90\|19.80\|18.41\|169927;2026-07-13\|16.74\|-10.00\|18.41\|18.48\|16.74\|133710;2026-07-14\|17.12\|2.27\|16.32\|17.25\|15.82\|181144;2026-07-15\|16.62\|-2.92\|17.25\|17.50\|16.27\|107853;2026-07-16\|15.91\|-4.27\|16.48\|16.62\|15.54\|109801;2026-07-17\|14.32\|-9.99\|15.91\|15.91\|14.32\|112046;2026-07-20\|12.89\|-9.99\|14.18\|14.29\|12.89\|158584;2026-07-21\|13.20\|2.40\|12.57\|13.23\|11.60\|262231;2026-07-22\|12.83\|-2.80\|12.95\|13.44\|12.60\|188373;2026-07-23\|13.14\|2.42\|12.95\|13.23\|12.63\|111661;2026-07-24\|12.62\|-3.96\|13.10\|13.18\|12.56\|107429
8943	美股存储公司大涨，美光创新高	存储芯片+算力+韶关国资行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.86亿元、同比增长107.84%，归母净利润8189.18万元实现扭亏，主因AI服务器需求拉动存储价格自2025年第二季度起大幅上涨，公司提前备货带动收入及毛利率提升。 2、据2026年4月10日年报，公司主营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等全品类存储产品，并计划以数据存储主业为根基向算力产业链延伸，已与科研院所及产业链企业合作。 3、据2026年4月27日互动易，朗科算力网站2.0已上线运行，全资子公司韶关乳源朗坤科技有限公司已签服务器小批量订单并实现部分交付，公司最终控制人为韶关市国资委。	全球存储应用领域解决方案提供商；公司主要经营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等存储产品，可穿戴设备、电脑外设等消费类电子产品	2026-03-17\|50.90\|11.62\|46.39\|52.49\|46.30\|560770;2026-03-18\|61.08\|20.00\|53.00\|61.08\|52.02\|510741;2026-03-19\|56.27\|-7.87\|58.17\|60.59\|55.63\|503711;2026-03-20\|52.08\|-7.45\|57.00\|57.60\|51.81\|386875;2026-03-23\|48.11\|-7.62\|50.09\|50.85\|47.47\|304569;2026-03-24\|47.59\|-1.08\|48.13\|48.20\|45.20\|355673;2026-03-25\|47.96\|0.78\|47.83\|50.75\|46.80\|459902;2026-03-26\|45.36\|-5.42\|45.90\|46.70\|45.00\|306197;2026-03-27\|44.44\|-2.03\|43.46\|45.26\|43.09\|218509;2026-03-30\|44.26\|-0.41\|44.05\|45.32\|43.65\|192134;2026-03-31\|41.70\|-5.78\|43.02\|43.19\|41.40\|250514;2026-04-01\|43.15\|3.48\|45.27\|45.30\|42.52\|286794;2026-04-02\|42.21\|-2.18\|44.52\|44.83\|41.91\|215683;2026-04-03\|41.45\|-1.80\|43.88\|43.88\|41.30\|139212;2026-04-07\|42.11\|1.59\|41.92\|43.54\|41.18\|191052;2026-04-08\|46.42\|10.24\|43.70\|46.69\|43.47\|345523;2026-04-09\|48.10\|3.62\|44.94\|48.42\|44.94\|400456;2026-04-10\|47.19\|-1.89\|47.83\|48.82\|46.02\|418950;2026-04-13\|49.70\|5.32\|46.50\|49.72\|46.49\|399641;2026-04-14\|51.80\|4.23\|50.80\|52.33\|49.71\|395208;2026-04-15\|48.77\|-5.85\|51.02\|51.70\|48.47\|333195;2026-04-16\|49.40\|1.29\|48.00\|49.82\|47.06\|255085;2026-04-17\|49.12\|-0.57\|49.26\|50.20\|48.71\|217123;2026-04-20\|49.22\|0.20\|48.76\|50.86\|48.55\|198155;2026-04-21\|49.40\|0.37\|48.81\|49.45\|47.61\|168643;2026-04-22\|48.91\|-0.99\|49.28\|49.59\|48.26\|159370;2026-04-23\|46.57\|-4.78\|49.71\|50.30\|46.26\|204377;2026-04-24\|46.40\|-0.36\|46.28\|47.12\|45.56\|137636;2026-04-27\|50.30\|8.41\|46.99\|52.19\|46.98\|298455;2026-04-28\|51.94\|3.26\|50.41\|53.30\|49.56\|378709;2026-04-29\|51.40\|-1.04\|48.60\|51.98\|48.60\|346073;2026-04-30\|52.27\|1.69\|51.41\|53.58\|49.80\|390370;2026-05-06\|62.72\|19.99\|56.63\|62.72\|56.60\|463247;2026-05-07\|66.30\|5.71\|65.27\|71.63\|65.27\|715590;2026-05-08\|63.85\|-3.70\|63.93\|66.16\|63.50\|434046;2026-05-11\|68.13\|6.70\|68.38\|70.46\|65.50\|507803;2026-05-12\|65.10\|-4.45\|67.23\|68.56\|64.15\|397339;2026-05-13\|70.25\|7.91\|63.63\|70.25\|62.46\|464125;2026-05-14\|66.97\|-4.67\|69.50\|70.73\|66.97\|393684;2026-05-15\|64.95\|-3.02\|66.85\|68.68\|64.00\|290083;2026-05-18\|72.70\|11.93\|66.01\|75.80\|65.98\|501055;2026-05-19\|72.22\|-0.66\|71.09\|75.77\|69.71\|449034;2026-05-20\|73.81\|2.20\|72.22\|75.58\|70.56\|389455;2026-05-21\|67.77\|-8.18\|74.12\|77.06\|67.30\|408370;2026-05-22\|68.04\|0.40\|69.50\|71.80\|65.55\|332247;2026-05-25\|71.72\|5.41\|68.01\|72.36\|64.64\|346567;2026-05-26\|64.53\|-10.03\|69.50\|69.70\|63.36\|320786;2026-05-27\|61.41\|-4.83\|66.67\|67.20\|60.90\|325126;2026-05-28\|62.42\|1.76\|60.46\|63.11\|60.12\|216460;2026-05-29\|58.69\|-5.98\|62.42\|63.49\|57.99\|256387;2026-06-01\|57.17\|-2.59\|59.73\|60.00\|56.92\|170863;2026-06-02\|58.08\|1.59\|57.62\|58.55\|54.80\|183821;2026-06-03\|59.66\|2.72\|58.11\|61.89\|57.92\|250260;2026-06-04\|67.43\|13.02\|58.96\|68.52\|58.75\|434652;2026-06-05\|68.33\|1.33\|66.43\|70.20\|65.13\|339144;2026-06-08\|64.15\|-6.12\|64.92\|66.60\|63.99\|228345;2026-06-09\|65.64\|2.32\|65.99\|66.75\|63.20\|255490;2026-06-10\|63.67\|-3.00\|64.00\|66.83\|63.01\|177962;2026-06-11\|62.66\|-1.59\|62.44\|63.58\|61.14\|164744;2026-06-12\|59.55\|-4.96\|66.00\|67.13\|59.48\|240373;2026-06-15\|62.59\|5.11\|61.50\|62.98\|60.30\|188920;2026-06-16\|64.13\|2.46\|63.03\|65.58\|62.41\|211680;2026-06-17\|67.47\|5.21\|62.50\|69.00\|61.64\|331165;2026-06-18\|70.35\|4.27\|67.01\|72.22\|67.01\|320141;2026-06-22\|73.72\|4.79\|71.09\|73.80\|69.48\|365854;2026-06-23\|70.91\|-3.81\|71.00\|75.55\|69.57\|316473;2026-06-24\|72.69\|2.51\|70.60\|73.04\|67.78\|277260;2026-06-25\|74.89\|3.03\|74.00\|76.30\|70.00\|415134;2026-06-26\|69.88\|-6.69\|72.00\|73.57\|68.40\|267482;2026-06-29\|71.48\|2.29\|69.87\|71.75\|65.88\|247659;2026-06-30\|76.17\|6.56\|70.00\|78.20\|66.98\|361611;2026-07-01\|73.68\|-3.27\|76.00\|81.60\|73.10\|384395;2026-07-02\|67.41\|-8.51\|70.18\|72.50\|67.02\|296540;2026-07-03\|67.35\|-0.09\|67.40\|70.29\|64.66\|228661;2026-07-06\|67.42\|0.10\|70.50\|70.50\|64.50\|226863;2026-07-07\|62.50\|-7.30\|64.51\|65.80\|61.65\|187811;2026-07-08\|59.16\|-5.34\|62.96\|63.63\|57.00\|205101;2026-07-09\|62.53\|5.70\|60.61\|62.66\|59.10\|175375;2026-07-10\|63.30\|1.23\|62.54\|69.68\|62.53\|258513;2026-07-13\|55.10\|-12.95\|62.44\|63.30\|54.76\|201356;2026-07-14\|58.17\|5.57\|56.20\|58.75\|54.41\|171356;2026-07-15\|52.46\|-9.82\|58.49\|59.33\|52.28\|184259;2026-07-16\|49.35\|-5.93\|51.80\|52.60\|48.90\|169758;2026-07-17\|43.75\|-11.35\|49.60\|49.88\|43.40\|192290;2026-07-20\|39.54\|-9.62\|45.00\|45.78\|38.00\|196511;2026-07-21\|44.60\|12.80\|40.74\|44.66\|35.10\|266739;2026-07-22\|43.24\|-3.05\|44.01\|45.62\|42.79\|199371;2026-07-23\|42.83\|-0.95\|43.56\|44.30\|42.30\|133016;2026-07-24\|41.84\|-2.31\|41.95\|43.20\|41.13\|109162
8942	其它归类	流感检测+POCT+海外增长 1、据2025年11月22日业绩说明会，公司甲型/乙型流感病毒及呼吸道合胞病毒核酸联合检测试剂盒荧光PCR法已覆盖市场，并于2025年11月针对性推出肺炎衣原体、肺炎支原体及腺病毒核酸联合检测试剂盒荧光PCR法，适配流感季需求，约30分钟出结果。 2、据2025年11月22日业绩说明会，前三季度海外POCT条线收入0.99亿元，同比增长41.61%，POCT产品已销至120余国。 3、据2025年4月30日年度报告，公司依托POCT、化学发光、生化、分子等八大技术平台及四大核心科研平台，打造IVD全场景综合解决方案，产品覆盖免疫、生化、分子等多检测领域。	国内心血管POCT龙头，以心肌标志物、炎症类为拳头优势项目；主营产品为POCT体外诊断试剂及配套仪器，产品覆盖心血管疾病、肾损伤、传染病等重大疾病领域	2026-03-17\|9.44\|10.02\|8.60\|9.44\|8.55\|386624;2026-03-18\|10.38\|9.96\|9.76\|10.38\|9.72\|334855;2026-03-19\|10.20\|-1.73\|11.28\|11.42\|9.90\|1224683;2026-03-20\|9.65\|-5.39\|9.80\|10.28\|9.40\|844788;2026-03-23\|8.69\|-9.95\|9.25\|9.38\|8.69\|603449;2026-03-24\|9.01\|3.68\|8.77\|9.08\|8.66\|491826;2026-03-25\|9.17\|1.78\|9.01\|9.33\|8.89\|477414;2026-03-26\|9.00\|-1.85\|9.15\|9.29\|8.91\|338178;2026-03-27\|9.90\|10.00\|8.88\|9.90\|8.85\|432332;2026-03-30\|10.21\|3.13\|10.00\|10.40\|9.92\|793519;2026-03-31\|10.02\|-1.86\|10.15\|10.25\|9.96\|437033;2026-04-01\|10.63\|6.09\|10.05\|10.82\|9.99\|708415;2026-04-02\|10.65\|0.19\|10.35\|11.39\|10.18\|654781;2026-04-03\|10.11\|-5.07\|10.40\|10.79\|10.11\|475783;2026-04-07\|10.29\|1.78\|10.70\|10.80\|10.15\|390446;2026-04-08\|10.13\|-1.55\|10.41\|10.48\|9.98\|363780;2026-04-09\|9.75\|-3.75\|10.10\|10.20\|9.68\|364732;2026-04-10\|10.19\|4.51\|9.83\|10.73\|9.77\|667551;2026-04-13\|9.98\|-2.06\|10.49\|10.49\|9.85\|438103;2026-04-14\|9.82\|-1.60\|9.99\|10.06\|9.69\|304300;2026-04-15\|10.16\|3.46\|9.90\|10.20\|9.75\|425488;2026-04-16\|9.93\|-2.26\|10.01\|10.04\|9.72\|283356;2026-04-17\|9.46\|-4.73\|9.84\|9.85\|9.42\|300923;2026-04-20\|9.66\|2.11\|9.40\|9.67\|9.36\|192036;2026-04-21\|9.40\|-2.69\|9.60\|9.64\|9.33\|182118;2026-04-22\|9.43\|0.32\|9.33\|9.44\|9.28\|127654;2026-04-23\|9.33\|-1.06\|9.47\|9.47\|9.22\|138107;2026-04-24\|9.35\|0.21\|9.25\|9.44\|9.25\|114913;2026-04-27\|9.27\|-0.86\|9.50\|9.52\|9.25\|114417;2026-04-28\|9.05\|-2.37\|9.27\|9.38\|8.98\|184929;2026-04-29\|9.15\|1.10\|8.98\|9.22\|8.96\|120448;2026-04-30\|9.65\|5.46\|9.35\|9.86\|9.35\|311786;2026-05-06\|9.65\|0.00\|9.63\|9.71\|9.58\|167364;2026-05-07\|9.60\|-0.52\|9.65\|9.66\|9.51\|116573;2026-05-08\|9.88\|2.92\|9.58\|10.06\|9.58\|214115;2026-05-11\|10.14\|2.63\|9.96\|10.15\|9.76\|270980;2026-05-12\|9.76\|-3.75\|10.06\|10.07\|9.75\|201557;2026-05-13\|9.75\|-0.10\|9.71\|9.82\|9.66\|123039;2026-05-14\|9.66\|-0.92\|9.73\|9.82\|9.60\|130727;2026-05-15\|9.50\|-1.66\|9.59\|9.66\|9.41\|119042;2026-05-18\|9.50\|0.00\|9.52\|9.59\|9.38\|107123;2026-05-19\|9.64\|1.47\|9.51\|9.78\|9.51\|102231;2026-05-20\|9.34\|-3.11\|9.56\|9.60\|9.30\|114574;2026-05-21\|9.09\|-2.68\|9.33\|9.49\|9.08\|112336;2026-05-22\|9.22\|1.43\|9.14\|9.32\|9.09\|83032;2026-05-25\|9.21\|-0.11\|9.22\|9.38\|9.11\|76760;2026-05-26\|9.06\|-1.63\|9.21\|9.21\|8.95\|78821;2026-05-27\|8.86\|-2.21\|9.01\|9.05\|8.74\|93356;2026-05-28\|8.82\|-0.45\|8.82\|8.92\|8.65\|61515;2026-05-29\|8.91\|1.02\|8.81\|8.96\|8.78\|87219;2026-06-01\|9.04\|1.46\|8.82\|9.04\|8.82\|83393;2026-06-02\|8.83\|-2.32\|9.04\|9.04\|8.78\|75933;2026-06-03\|8.72\|-1.25\|8.81\|8.83\|8.66\|72385;2026-06-04\|8.41\|-3.56\|8.65\|8.77\|8.40\|86627;2026-06-05\|8.49\|0.95\|8.46\|8.59\|8.40\|67505;2026-06-08\|8.20\|-3.42\|8.35\|8.50\|8.08\|81224;2026-06-09\|8.20\|0.00\|8.21\|8.28\|8.11\|64842;2026-06-10\|8.06\|-1.71\|8.25\|8.25\|7.93\|81586;2026-06-11\|7.98\|-0.99\|8.00\|8.10\|7.85\|57167;2026-06-12\|8.14\|2.00\|8.09\|8.15\|7.92\|78530;2026-06-15\|8.23\|1.11\|8.18\|8.30\|8.14\|77074;2026-06-16\|8.22\|-0.12\|8.25\|8.28\|8.12\|60754;2026-06-17\|8.12\|-1.22\|8.22\|8.22\|8.09\|55125;2026-06-18\|8.10\|1.63\|7.99\|8.24\|7.93\|68760;2026-06-22\|7.95\|-1.85\|8.08\|8.08\|7.62\|104845;2026-06-23\|8.18\|2.89\|7.89\|8.32\|7.89\|100643;2026-06-24\|8.10\|-0.98\|8.19\|8.34\|8.06\|91150;2026-06-25\|7.80\|-3.70\|8.00\|8.08\|7.74\|93055;2026-06-26\|7.52\|-3.59\|7.74\|7.80\|7.51\|84059;2026-06-29\|7.83\|4.12\|7.52\|7.87\|7.37\|118506;2026-06-30\|7.56\|-3.45\|7.77\|7.79\|7.51\|86023;2026-07-01\|8.04\|6.35\|7.53\|8.05\|7.47\|119866;2026-07-02\|8.04\|0.00\|7.96\|8.16\|7.90\|100792;2026-07-03\|8.27\|2.86\|8.04\|8.30\|8.04\|106852;2026-07-06\|8.33\|0.73\|8.32\|8.47\|8.24\|97820;2026-07-07\|8.12\|-2.52\|8.27\|8.30\|8.07\|77236;2026-07-08\|8.14\|0.25\|8.17\|8.26\|8.06\|69486;2026-07-09\|8.12\|-0.25\|8.06\|8.26\|7.95\|70313;2026-07-10\|8.28\|1.97\|8.11\|8.32\|7.98\|95249;2026-07-13\|8.26\|-0.24\|8.26\|8.37\|8.20\|83667;2026-07-14\|8.39\|1.57\|8.21\|8.44\|8.12\|95228;2026-07-15\|9.23\|10.01\|8.68\|9.23\|8.67\|254220;2026-07-16\|9.25\|0.22\|9.10\|9.47\|9.00\|355586;2026-07-17\|8.79\|-4.97\|9.12\|9.26\|8.71\|251940;2026-07-20\|8.94\|1.71\|8.76\|8.94\|8.63\|217160;2026-07-21\|8.62\|-3.58\|8.80\|8.82\|8.45\|190472;2026-07-22\|8.70\|0.93\|8.62\|8.85\|8.54\|156685;2026-07-23\|8.78\|0.92\|8.62\|8.78\|8.54\|130043;2026-07-24\|8.34\|-5.01\|8.75\|8.78\|8.33\|123017
8941	其它归类	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
8940	其它归类	高速铜缆+戴尔供应链+消费电子线材龙头行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年5月13日互动易，公司2025年高频高速铜缆连接线实现营收21,606.19万元，同比增长84.94%，2026年一季度高速铜缆订单饱满，正积极开拓高频高速铜缆外部线市场领域。 2、据2025年12月25日投资者关系活动记录表，公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景。 3、据2026年4月29日年报及2026年4月13日投资者关系活动记录表，公司主营消费电子及工业控制线材，系中国消费电子线材细分领域龙头企业，产品应用于智能家电、机器人等领域，主要终端客户包括松下、大金、海信、美的、小米、佳能等，2025年该板块实现营收15.03亿元。	公司高频高速铜缆连接线主要应用于AI人工智能、服务器和液冷服务器，与安费诺联合攻关“藕芯结构”技术解决方案已在PCIe系列产品中得应用	2026-03-17\|25.58\|10.02\|25.58\|25.58\|25.58\|143625;2026-03-18\|25.46\|-0.47\|25.58\|26.00\|24.60\|373552;2026-03-19\|24.10\|-5.34\|24.37\|24.87\|23.90\|237534;2026-03-20\|22.65\|-6.02\|24.00\|24.30\|22.65\|181046;2026-03-23\|21.20\|-6.40\|21.80\|22.42\|21.10\|141444;2026-03-24\|21.93\|3.44\|21.60\|21.95\|21.21\|93799;2026-03-25\|22.75\|3.74\|22.03\|23.58\|22.03\|113432;2026-03-26\|22.59\|-0.70\|22.88\|23.25\|22.49\|95732;2026-03-27\|22.56\|-0.13\|21.88\|22.81\|21.88\|54411;2026-03-30\|22.62\|0.27\|22.16\|22.65\|22.14\|46287;2026-03-31\|22.25\|-1.64\|22.38\|22.80\|22.18\|44695;2026-04-01\|22.78\|2.38\|22.75\|23.00\|22.56\|53804;2026-04-02\|22.19\|-2.59\|22.68\|22.72\|22.01\|47702;2026-04-03\|22.22\|0.14\|22.44\|22.79\|22.18\|40352;2026-04-07\|22.44\|0.99\|22.22\|22.48\|22.10\|37514;2026-04-08\|23.46\|4.55\|22.88\|23.47\|22.73\|80253;2026-04-09\|23.87\|1.75\|23.06\|24.05\|23.06\|104067;2026-04-10\|23.90\|0.13\|23.86\|24.25\|23.70\|86761;2026-04-13\|23.99\|0.38\|23.68\|24.19\|23.63\|53765;2026-04-14\|24.20\|0.88\|24.37\|24.43\|23.99\|64647;2026-04-15\|24.13\|-0.29\|24.17\|24.56\|24.01\|69569;2026-04-16\|24.17\|0.17\|24.01\|24.22\|23.91\|51717;2026-04-17\|24.38\|0.87\|24.18\|24.45\|24.06\|57500;2026-04-20\|24.45\|0.29\|24.30\|24.57\|24.18\|66674;2026-04-21\|24.10\|-1.43\|24.38\|24.38\|23.70\|70479;2026-04-22\|24.30\|0.83\|24.10\|24.33\|23.88\|53751;2026-04-23\|24.00\|-1.23\|24.52\|24.65\|23.88\|59235;2026-04-24\|23.40\|-2.50\|23.65\|24.00\|23.00\|68455;2026-04-27\|23.87\|2.01\|23.40\|23.97\|23.33\|51201;2026-04-28\|23.44\|-1.80\|23.73\|23.85\|23.05\|63539;2026-04-29\|22.90\|-2.30\|22.99\|23.13\|22.56\|86425;2026-04-30\|22.83\|-0.31\|22.88\|23.12\|22.60\|52268;2026-05-06\|23.28\|1.97\|22.86\|23.60\|22.86\|64275;2026-05-07\|23.90\|2.66\|23.30\|24.05\|23.20\|76538;2026-05-08\|24.14\|1.00\|23.71\|24.24\|23.58\|56833;2026-05-11\|24.20\|0.25\|24.43\|24.49\|23.99\|74755;2026-05-12\|24.23\|0.12\|24.15\|24.40\|23.90\|71471;2026-05-13\|24.50\|1.11\|24.08\|24.64\|23.95\|70756;2026-05-14\|23.75\|-3.06\|24.66\|24.69\|23.73\|65091;2026-05-15\|23.36\|-1.64\|23.85\|24.03\|23.18\|58598;2026-05-18\|23.30\|-0.26\|23.30\|23.62\|23.01\|45360;2026-05-19\|23.71\|1.76\|23.20\|23.74\|22.75\|68514;2026-05-20\|23.37\|-1.43\|23.55\|23.73\|23.18\|55398;2026-05-21\|21.91\|-6.25\|23.58\|23.65\|21.91\|103081;2026-05-22\|22.92\|4.61\|22.11\|23.09\|21.95\|81029;2026-05-25\|23.06\|0.61\|23.00\|23.45\|22.72\|55696;2026-05-26\|22.77\|-1.26\|22.89\|23.11\|22.46\|55172;2026-05-27\|21.95\|-3.60\|22.77\|22.77\|21.78\|68054;2026-05-28\|22.38\|1.96\|21.90\|22.49\|21.34\|65901;2026-05-29\|24.62\|10.01\|24.62\|24.62\|24.62\|93464;2026-06-01\|25.74\|4.55\|25.60\|27.08\|25.39\|580055;2026-06-02\|24.55\|-4.62\|25.30\|25.50\|24.10\|432796;2026-06-03\|24.20\|-1.43\|24.44\|25.36\|23.86\|359587;2026-06-04\|23.13\|-4.42\|23.81\|24.55\|22.54\|304755;2026-06-05\|22.68\|-1.95\|22.75\|23.55\|22.41\|202470;2026-06-08\|21.40\|-5.64\|21.50\|22.45\|21.25\|181748;2026-06-09\|22.09\|3.22\|21.72\|22.86\|21.55\|149307;2026-06-10\|21.27\|-3.71\|21.90\|22.68\|21.01\|134123;2026-06-11\|20.58\|-3.24\|20.99\|21.23\|20.30\|113389;2026-06-12\|20.26\|-1.55\|20.90\|21.08\|20.21\|114075;2026-06-15\|21.71\|7.16\|20.47\|22.29\|20.47\|219396;2026-06-16\|22.00\|1.34\|21.65\|22.12\|21.50\|135562;2026-06-17\|18.15\|-0.06\|17.92\|18.25\|17.66\|124980;2026-06-18\|18.35\|1.10\|17.94\|18.81\|17.80\|124616;2026-06-22\|18.30\|-0.27\|18.80\|18.81\|17.62\|133858;2026-06-23\|17.73\|-3.11\|18.34\|18.39\|17.63\|92521;2026-06-24\|19.50\|9.98\|17.55\|19.50\|17.55\|275719;2026-06-25\|18.96\|-2.77\|19.30\|19.67\|18.73\|316209;2026-06-26\|19.80\|4.43\|18.96\|20.60\|18.20\|392386;2026-06-29\|19.32\|-2.42\|19.50\|20.10\|18.86\|257264;2026-06-30\|19.06\|-1.35\|19.03\|19.38\|18.23\|259622;2026-07-01\|18.49\|-2.99\|18.91\|19.32\|18.35\|194444;2026-07-02\|17.75\|-4.00\|17.99\|18.55\|17.61\|150433;2026-07-03\|17.38\|-2.08\|17.56\|17.77\|17.33\|141028;2026-07-06\|17.51\|0.75\|17.39\|17.57\|16.72\|135359;2026-07-07\|16.95\|-3.20\|17.24\|17.39\|16.85\|92419;2026-07-08\|15.99\|-5.66\|16.85\|17.08\|15.99\|99972;2026-07-09\|16.20\|1.31\|16.06\|16.38\|15.16\|106648;2026-07-10\|16.11\|-0.56\|16.15\|16.54\|15.90\|81742;2026-07-13\|15.25\|-5.34\|15.86\|16.06\|15.25\|68242;2026-07-14\|15.36\|0.72\|15.10\|15.45\|14.59\|75533;2026-07-15\|14.79\|-3.71\|15.30\|15.41\|14.74\|70494;2026-07-16\|14.89\|0.68\|14.62\|15.33\|14.46\|70964;2026-07-17\|13.98\|-6.11\|14.73\|14.85\|13.88\|81758;2026-07-20\|13.39\|-4.22\|14.30\|14.30\|13.23\|76649;2026-07-21\|14.00\|4.56\|13.43\|14.03\|12.82\|95414;2026-07-22\|13.93\|-0.50\|13.63\|14.23\|13.63\|67442;2026-07-23\|14.32\|2.80\|14.08\|14.46\|14.00\|67162;2026-07-24\|14.02\|-2.10\|14.14\|14.55\|14.02\|58690
8939	其它归类	T1200级碳纤维+全球首发+央企+扭亏行业原因： 3月11日，我国自主研发的T1200级超高强度碳纤维将全球首发。这一突破填补了全球相关领域的空白，标志着我国在超高强度碳纤维生产领域实现了重大跨越。公司原因： 1、据2026年3月12日公告，公司正式发布SYT80T1200级碳纤维新品，实现百吨级制备，拉伸强度8000MPa，填补全球空白。 2、据2025年12月25日机构调研纪要，公司已完成实验室级T1200级超高强度碳纤维开发，具备航空航天及高端体育应用潜力。 3、据2026年1月29日公告，公司预计2025年营收21-23亿元、净利0.8-1.2亿元，实现扭亏为盈。 4、据2025年3月26日2024年度报告，公司最终控制人为中国建材集团有限公司，具备央企背景。	公司是对外销售主要产品为碳纤维，在国内率先突破了千吨级碳纤维原丝干喷湿纺工业化制造技术，建成了国内首条千吨级干喷湿纺碳纤维产业化生产线	2026-03-17\|59.40\|20.00\|50.00\|59.40\|49.99\|459528;2026-03-18\|60.62\|2.05\|55.55\|60.73\|52.32\|420538;2026-03-19\|60.59\|-0.05\|58.19\|63.68\|56.27\|338522;2026-03-20\|53.92\|-11.01\|60.99\|62.85\|53.28\|310334;2026-03-23\|55.43\|2.80\|53.03\|57.64\|51.60\|286497;2026-03-24\|62.37\|12.52\|55.70\|62.80\|55.60\|347560;2026-03-25\|63.68\|2.10\|60.70\|66.88\|60.39\|316510;2026-03-26\|60.30\|-5.31\|63.30\|65.70\|59.44\|257772;2026-03-27\|56.66\|-6.04\|57.00\|58.46\|55.12\|255612;2026-03-30\|57.61\|1.68\|55.96\|58.32\|53.55\|237337;2026-03-31\|55.05\|-4.44\|57.00\|57.38\|54.63\|157561;2026-04-01\|53.80\|-2.27\|56.66\|57.98\|53.38\|212043;2026-04-02\|52.00\|-3.35\|53.13\|54.73\|51.90\|203334;2026-04-03\|50.01\|-3.83\|52.38\|52.66\|50.00\|193317;2026-04-07\|49.25\|-1.52\|50.01\|50.59\|48.44\|155326;2026-04-08\|52.06\|5.71\|50.60\|52.64\|50.20\|190905;2026-04-09\|50.48\|-3.04\|51.33\|51.44\|49.68\|152241;2026-04-10\|49.78\|-1.39\|51.00\|51.66\|49.70\|131046;2026-04-13\|52.49\|5.44\|49.01\|53.47\|49.00\|251679;2026-04-14\|52.98\|0.93\|52.00\|54.56\|51.82\|212857;2026-04-15\|52.48\|-0.94\|54.04\|55.56\|52.02\|192799;2026-04-16\|52.35\|-0.25\|52.41\|53.29\|51.41\|147509;2026-04-17\|52.10\|-0.48\|51.85\|52.83\|51.40\|131063;2026-04-20\|60.88\|16.85\|52.49\|62.30\|52.32\|404005;2026-04-21\|60.00\|-1.45\|59.14\|62.88\|58.75\|314276;2026-04-22\|60.66\|1.10\|60.00\|61.55\|58.67\|239861;2026-04-23\|65.03\|7.20\|60.50\|66.27\|59.86\|341883;2026-04-24\|58.80\|-9.58\|63.20\|64.19\|58.23\|276124;2026-04-27\|58.92\|0.20\|57.30\|60.28\|56.08\|156310;2026-04-28\|57.98\|-1.60\|58.50\|60.21\|56.88\|162556;2026-04-29\|58.61\|1.09\|58.70\|61.34\|58.03\|178312;2026-04-30\|57.15\|-2.49\|56.69\|59.00\|56.68\|169893;2026-05-06\|58.30\|2.01\|57.83\|60.25\|57.58\|196577;2026-05-07\|61.03\|4.68\|58.39\|61.28\|57.90\|216732;2026-05-08\|59.07\|-3.21\|60.01\|60.97\|58.29\|185245;2026-05-11\|62.60\|5.98\|58.70\|63.71\|57.75\|276240;2026-05-12\|60.02\|-4.12\|61.97\|62.01\|59.17\|187272;2026-05-13\|59.58\|-0.73\|59.18\|60.18\|58.66\|135664;2026-05-14\|54.34\|-8.79\|59.98\|59.98\|54.31\|200486;2026-05-15\|54.89\|1.01\|54.15\|56.48\|54.01\|114241;2026-05-18\|53.91\|-1.79\|54.00\|55.65\|52.80\|92599;2026-05-19\|53.35\|-1.04\|54.00\|54.10\|51.90\|98410;2026-05-20\|53.34\|-0.02\|52.87\|53.66\|52.21\|93324;2026-05-21\|51.16\|-4.03\|53.45\|54.55\|50.92\|104494;2026-05-22\|53.25\|4.09\|51.28\|53.88\|51.20\|93536;2026-05-25\|53.19\|-0.11\|53.70\|53.98\|52.19\|90648;2026-05-26\|51.75\|-2.71\|52.50\|52.90\|50.30\|111663;2026-05-27\|50.25\|-2.90\|51.73\|51.74\|49.57\|102896;2026-05-28\|50.90\|1.29\|50.03\|51.23\|49.00\|81280;2026-05-29\|48.22\|-5.27\|50.71\|51.58\|47.85\|124316;2026-06-01\|47.35\|-1.80\|48.23\|48.84\|47.26\|76653;2026-06-02\|47.20\|-0.32\|47.34\|47.70\|45.82\|76586;2026-06-03\|51.31\|8.71\|48.88\|52.67\|48.71\|189348;2026-06-04\|49.00\|-4.50\|50.00\|50.88\|48.62\|117671;2026-06-05\|50.22\|2.49\|49.01\|52.40\|47.98\|143894;2026-06-08\|47.18\|-6.05\|47.58\|49.13\|46.72\|100531;2026-06-09\|48.80\|3.43\|48.58\|48.85\|46.50\|85663;2026-06-10\|47.10\|-3.48\|48.50\|48.75\|46.81\|78328;2026-06-11\|50.02\|6.20\|46.86\|50.20\|46.45\|121601;2026-06-12\|50.50\|0.96\|50.85\|52.98\|49.52\|163977;2026-06-15\|51.09\|1.17\|49.98\|51.65\|49.41\|105590;2026-06-16\|51.35\|0.51\|51.15\|52.44\|50.18\|106405;2026-06-17\|52.39\|2.03\|52.62\|54.44\|52.01\|139716;2026-06-18\|51.15\|-2.37\|52.06\|53.85\|50.50\|119722;2026-06-22\|50.55\|-1.17\|50.70\|50.91\|48.58\|134914;2026-06-23\|48.80\|-3.46\|50.30\|50.46\|48.48\|79731;2026-06-24\|55.21\|13.14\|48.36\|56.81\|47.80\|230531;2026-06-25\|55.95\|1.34\|54.30\|56.58\|54.30\|153955;2026-06-26\|56.50\|0.98\|55.08\|58.30\|54.78\|171420;2026-06-29\|59.22\|4.81\|61.60\|65.35\|59.04\|256236;2026-06-30\|60.54\|2.23\|58.05\|61.98\|58.05\|198964;2026-07-01\|55.68\|-8.03\|58.76\|59.92\|55.13\|207239;2026-07-02\|52.95\|-4.90\|54.59\|56.29\|52.77\|125731;2026-07-03\|54.45\|2.83\|52.50\|55.58\|52.44\|118521;2026-07-06\|49.85\|-8.45\|54.00\|54.06\|49.66\|123637;2026-07-07\|48.34\|-3.03\|49.85\|50.25\|48.10\|73136;2026-07-08\|46.28\|-4.26\|48.60\|49.00\|46.01\|72742;2026-07-09\|47.59\|2.83\|46.58\|47.59\|44.88\|88671;2026-07-10\|49.67\|4.37\|47.10\|52.49\|46.70\|144738;2026-07-13\|45.28\|-8.84\|48.35\|48.60\|45.28\|93124;2026-07-14\|43.40\|-4.15\|45.10\|45.28\|41.88\|88497;2026-07-15\|42.34\|-2.44\|43.70\|43.77\|42.01\|54931;2026-07-16\|40.67\|-3.94\|41.50\|42.85\|40.50\|62548;2026-07-17\|38.88\|-4.40\|40.28\|41.02\|38.88\|68650;2026-07-20\|38.21\|-1.72\|39.60\|39.95\|37.41\|64961;2026-07-21\|40.30\|5.47\|38.01\|40.40\|37.81\|83891;2026-07-22\|39.41\|-2.21\|39.99\|40.66\|39.37\|62257;2026-07-23\|40.55\|2.89\|39.88\|40.60\|39.40\|52315;2026-07-24\|38.89\|-4.09\|40.00\|40.48\|38.88\|47662
8938	其它归类	TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司拟向将控股股东转让房地产开发业务相关资产及负债，不再从事房地产开发业务	2026-03-17\|10.60\|9.96\|10.60\|10.60\|10.28\|456800;2026-03-18\|10.64\|0.38\|11.00\|11.37\|10.13\|1012542;2026-03-19\|9.87\|-7.24\|10.20\|10.44\|9.58\|673968;2026-03-20\|10.86\|10.03\|9.27\|10.86\|9.27\|495206;2026-03-23\|10.54\|-2.95\|10.50\|11.28\|10.40\|688875;2026-03-24\|10.88\|3.23\|10.80\|11.47\|10.20\|530964;2026-03-25\|11.01\|1.19\|11.10\|11.35\|10.71\|566216;2026-03-26\|10.49\|-4.72\|11.12\|11.18\|10.43\|459355;2026-03-27\|10.33\|-1.53\|10.29\|10.53\|10.02\|368053;2026-03-30\|10.12\|-2.03\|10.24\|10.30\|9.30\|325450;2026-03-31\|9.76\|-3.56\|10.27\|10.36\|9.68\|260344;2026-04-01\|9.62\|-1.43\|9.74\|9.85\|9.36\|294990;2026-04-02\|9.40\|-2.29\|9.69\|9.69\|9.26\|182286;2026-04-03\|8.98\|-4.47\|9.44\|9.44\|8.77\|235779;2026-04-07\|8.65\|-3.67\|8.97\|9.23\|8.49\|263472;2026-04-08\|8.92\|3.12\|8.75\|8.94\|8.60\|198022;2026-04-09\|9.07\|1.68\|8.84\|9.14\|8.68\|196317;2026-04-10\|9.00\|-0.77\|9.07\|9.18\|8.91\|181170;2026-04-13\|8.94\|-0.67\|8.91\|9.29\|8.86\|199727;2026-04-14\|9.01\|0.78\|9.11\|9.30\|8.94\|240974;2026-04-15\|9.91\|9.99\|9.08\|9.91\|8.91\|293130;2026-04-16\|10.90\|9.99\|10.40\|10.90\|10.20\|242846;2026-04-17\|11.99\|10.00\|11.98\|11.99\|11.68\|272945;2026-04-20\|12.05\|0.50\|12.51\|12.51\|11.21\|764600;2026-04-21\|11.95\|-0.83\|11.96\|12.47\|11.43\|446468;2026-04-22\|13.15\|10.04\|12.14\|13.15\|11.65\|345609;2026-04-23\|13.30\|1.14\|13.50\|13.75\|13.10\|467557;2026-04-24\|13.71\|3.08\|13.30\|14.35\|13.23\|452779;2026-04-27\|13.56\|-1.09\|13.50\|13.87\|12.80\|313889;2026-04-28\|13.44\|-0.89\|13.68\|13.95\|13.31\|204111;2026-04-29\|13.71\|2.01\|13.59\|13.95\|13.22\|252091;2026-04-30\|14.50\|5.76\|14.00\|15.08\|14.00\|428958;2026-05-06\|14.97\|3.24\|15.23\|15.45\|14.26\|406814;2026-05-07\|15.66\|4.61\|15.27\|15.90\|14.71\|368454;2026-05-08\|17.23\|10.03\|15.82\|17.23\|15.82\|352243;2026-05-11\|18.95\|9.98\|18.95\|18.95\|18.30\|482732;2026-05-12\|20.85\|10.03\|20.80\|20.85\|18.39\|850490;2026-05-13\|19.26\|-7.63\|20.80\|21.83\|18.78\|788303;2026-05-14\|17.70\|-8.10\|18.69\|18.69\|17.60\|598116;2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513;2026-07-14\|9.58\|2.46\|9.50\|9.58\|9.00\|199031;2026-07-15\|9.52\|-0.63\|9.58\|9.80\|9.33\|146557;2026-07-16\|9.20\|-3.36\|9.49\|9.58\|9.12\|117641;2026-07-17\|8.37\|-9.02\|9.17\|9.24\|8.28\|208064;2026-07-20\|7.55\|-9.80\|8.37\|8.53\|7.53\|231938;2026-07-21\|7.80\|3.31\|7.70\|7.86\|6.80\|295119;2026-07-22\|7.69\|-1.41\|7.66\|8.03\|7.58\|171835;2026-07-23\|7.96\|3.51\|7.78\|8.46\|7.68\|287683;2026-07-24\|7.52\|-5.53\|7.82\|8.16\|7.52\|210169
8937	蚂蚁集团收购耀才证券获批	多元金融+香港牌照+信托 1、据2025年半年度报告，公司旗下爱建信托、爱建租赁等子公司协同开展信托、融资租赁、资产管理与财富管理、私募股权投资等综合金融业务，形成集团整体上市架构。 2、据2025年6月5日互动易，香港全资子公司爱建香港持有香港证监会第1、4、9号牌照，开展基金销售、证券承销、投资顾问、资产管理等业务，具备离岸高端财富管理与美元理财产品供给能力。 3、据2024年度报告，公司2024年纳税5.06亿元，保持上海市税务局纳税信用A类，合规与品牌优势突出，并依托上海国际金融中心区位持续推进业务创新。	民营综合性金融公司，拥有爱建证券、爱建信托、爱建资管、爱建租赁等金融业务，大股东为上海均瑶	2026-03-17\|5.12\|10.11\|4.65\|5.12\|4.64\|915745;2026-03-18\|5.34\|4.30\|5.00\|5.40\|5.00\|1520454;2026-03-19\|5.40\|1.12\|5.13\|5.70\|5.04\|1348862;2026-03-20\|5.08\|-5.93\|5.33\|5.35\|5.08\|828139;2026-03-23\|5.18\|1.97\|4.95\|5.26\|4.93\|855256;2026-03-24\|5.24\|1.16\|5.11\|5.27\|5.06\|780258;2026-03-25\|5.22\|-0.38\|5.18\|5.23\|5.11\|654821;2026-03-26\|4.99\|-4.41\|5.17\|5.17\|4.98\|531554;2026-03-27\|5.12\|2.61\|4.92\|5.22\|4.91\|472045;2026-03-30\|4.98\|-2.73\|5.05\|5.15\|4.88\|398608;2026-03-31\|4.68\|-6.02\|4.96\|5.01\|4.66\|591061;2026-04-01\|5.15\|10.04\|4.75\|5.15\|4.71\|663660;2026-04-02\|5.16\|0.19\|5.20\|5.28\|5.06\|966865;2026-04-03\|5.16\|0.00\|5.34\|5.46\|5.13\|855659;2026-04-07\|5.27\|2.13\|5.11\|5.30\|5.10\|692149;2026-04-08\|5.28\|0.19\|5.22\|5.29\|5.15\|769505;2026-04-09\|5.17\|-2.08\|5.21\|5.22\|5.11\|435225;2026-04-10\|5.18\|0.19\|5.21\|5.28\|5.15\|606743;2026-04-13\|5.02\|-3.09\|5.12\|5.12\|4.92\|483391;2026-04-14\|5.26\|4.78\|5.07\|5.39\|5.01\|657747;2026-04-15\|5.12\|-2.66\|5.31\|5.34\|5.12\|401737;2026-04-16\|5.17\|0.98\|5.13\|5.23\|5.08\|308113;2026-04-17\|5.04\|-2.51\|5.17\|5.17\|5.01\|382055;2026-04-20\|4.94\|-1.98\|5.02\|5.02\|4.88\|341765;2026-04-21\|4.96\|0.40\|4.94\|5.06\|4.90\|265551;2026-04-22\|5.03\|1.41\|4.92\|5.09\|4.85\|380133;2026-04-23\|4.91\|-2.39\|5.02\|5.02\|4.89\|239368;2026-04-24\|4.83\|-1.63\|4.89\|4.92\|4.74\|228373;2026-04-27\|4.75\|-1.66\|4.79\|4.85\|4.70\|199388;2026-04-28\|4.65\|-2.11\|4.75\|4.78\|4.61\|259827;2026-04-29\|4.80\|3.23\|4.67\|4.84\|4.65\|275241;2026-04-30\|4.82\|0.42\|4.79\|4.89\|4.75\|263354;2026-05-06\|4.88\|1.24\|4.80\|4.93\|4.79\|257766;2026-05-07\|4.79\|-1.84\|4.89\|4.90\|4.77\|213867;2026-05-08\|4.96\|3.55\|4.79\|5.10\|4.77\|394881;2026-05-11\|5.02\|1.21\|4.96\|5.10\|4.87\|377486;2026-05-12\|4.96\|-1.20\|5.01\|5.05\|4.91\|222888;2026-05-13\|4.98\|0.40\|4.95\|4.99\|4.90\|172348;2026-05-14\|4.81\|-3.41\|4.97\|4.99\|4.81\|196230;2026-05-15\|4.72\|-1.87\|4.81\|4.82\|4.68\|207162;2026-05-18\|4.73\|0.21\|4.71\|4.74\|4.67\|123806;2026-05-19\|4.76\|0.63\|4.73\|4.81\|4.69\|135861;2026-05-20\|4.66\|-2.10\|4.73\|4.74\|4.62\|128640;2026-05-21\|4.64\|-0.43\|4.67\|4.85\|4.63\|238696;2026-05-22\|4.56\|-1.72\|4.68\|4.70\|4.51\|194156;2026-05-25\|4.49\|-1.54\|4.56\|4.64\|4.39\|220403;2026-05-26\|4.43\|-1.34\|4.47\|4.53\|4.40\|122086;2026-05-27\|4.30\|-2.93\|4.43\|4.47\|4.26\|161973;2026-05-28\|4.27\|-0.70\|4.26\|4.32\|4.17\|134913;2026-05-29\|4.29\|0.47\|4.32\|4.43\|4.27\|145685;2026-06-01\|4.40\|2.56\|4.33\|4.42\|4.29\|131431;2026-06-02\|4.31\|-2.05\|4.39\|4.42\|4.28\|112990;2026-06-03\|4.21\|-2.32\|4.31\|4.33\|4.20\|107580;2026-06-04\|4.16\|-1.19\|4.20\|4.25\|4.13\|100828;2026-06-05\|4.16\|0.00\|4.16\|4.22\|4.14\|100629;2026-06-08\|4.01\|-3.61\|4.12\|4.20\|3.98\|173016;2026-06-09\|3.98\|-0.75\|4.03\|4.05\|3.94\|115898;2026-06-10\|4.01\|0.75\|3.95\|4.03\|3.95\|123267;2026-06-11\|3.90\|-2.74\|3.99\|4.04\|3.89\|118197;2026-06-12\|4.05\|3.85\|3.91\|4.06\|3.90\|164512;2026-06-15\|4.09\|0.99\|4.05\|4.23\|4.04\|163302;2026-06-16\|4.12\|0.73\|4.08\|4.12\|4.01\|115592;2026-06-17\|4.15\|0.73\|4.10\|4.24\|4.04\|173607;2026-06-18\|3.96\|-4.58\|4.08\|4.13\|3.95\|165310;2026-06-22\|4.12\|4.04\|3.95\|4.14\|3.85\|218023;2026-06-23\|4.18\|1.46\|4.10\|4.26\|4.08\|213246;2026-06-24\|3.97\|-5.02\|4.22\|4.22\|3.97\|197744;2026-06-25\|4.00\|0.76\|4.05\|4.06\|3.88\|186701;2026-06-26\|3.80\|-5.00\|3.98\|4.00\|3.80\|163452;2026-06-29\|3.83\|0.79\|3.80\|3.86\|3.70\|131261;2026-06-30\|3.71\|-3.13\|3.79\|3.85\|3.69\|145280;2026-07-01\|3.94\|6.20\|3.72\|4.03\|3.67\|257973;2026-07-02\|3.84\|-2.54\|3.93\|4.01\|3.84\|166188;2026-07-03\|3.86\|0.52\|3.88\|3.91\|3.81\|107434;2026-07-06\|3.89\|0.78\|3.86\|3.91\|3.82\|104813;2026-07-07\|3.79\|-2.57\|3.87\|3.88\|3.75\|110982;2026-07-08\|3.80\|0.26\|3.75\|3.85\|3.74\|95194;2026-07-09\|3.81\|0.26\|3.77\|3.85\|3.75\|123751;2026-07-10\|3.87\|1.57\|3.80\|3.92\|3.71\|169351;2026-07-13\|3.83\|-1.03\|3.86\|3.93\|3.79\|139604;2026-07-14\|3.89\|1.57\|3.81\|3.91\|3.79\|126436;2026-07-15\|3.98\|2.31\|3.88\|4.02\|3.88\|174354;2026-07-16\|3.97\|-0.25\|3.96\|4.02\|3.90\|143329;2026-07-17\|3.92\|-1.26\|3.98\|4.05\|3.91\|156253;2026-07-20\|3.94\|0.51\|3.95\|4.01\|3.87\|163083;2026-07-21\|3.94\|0.00\|3.95\|3.99\|3.91\|155055;2026-07-22\|3.82\|-3.05\|3.92\|3.92\|3.79\|146968;2026-07-23\|3.89\|1.83\|3.81\|3.90\|3.81\|117820;2026-07-24\|3.73\|-4.11\|3.89\|3.91\|3.73\|146294
8936	三部门近日联合印发通知，部署开展氢能综合应用试点工作	可转债强赎+核电模块+工业模块 1、据2026年6月23日公告，当日为“利柏转债”最后转股日，自6月24日起该转债将摘牌，未转股者将以100.0975元/张被强制赎回，与最后交易日二级市场价格116.348元/张差异较大。 2、据2026年5月8日投资者关系活动记录表，2025年3月公司全资子公司中标并承接中广核宁德二期5BDA、7BUG模块建造安装工程及临时泊位工程项目，目前项目正按计划推进实施中；据华泰证券2026年6月18日研报，该项目是我国核电模块化建造技术迈向深度集成化的重要里程碑，公司作为具备稀缺核电背景的大型工艺模块龙头，有望率先受益于核电模块趋势。 3、据2025年7月18日上市公告书，公司是国内少数具备大型工业模块设计和制造能力的企业，拥有巴斯夫、林德气体等优质跨国客户资源，业务覆盖化工、油气能源、核电工程等领域；据2025年年报，项目建设向模块化趋势发展，为公司工业模块制造业务提供市场需求支撑。	制氢模块是公司的产品之一，应用于获取高纯度氢气	2026-03-17\|18.57\|10.01\|17.20\|18.57\|16.90\|119741;2026-03-18\|17.40\|-6.30\|18.68\|18.95\|17.13\|188516;2026-03-19\|16.64\|-4.37\|17.00\|17.07\|16.15\|127134;2026-03-20\|17.43\|4.75\|16.85\|17.73\|16.65\|137062;2026-03-23\|16.52\|-5.22\|17.19\|17.54\|16.40\|86722;2026-03-24\|16.69\|1.03\|17.00\|17.20\|16.31\|56533;2026-03-25\|16.50\|-1.14\|16.76\|17.02\|16.38\|53960;2026-03-26\|16.39\|-0.67\|16.50\|16.94\|16.30\|50384;2026-03-27\|16.46\|0.43\|16.18\|16.63\|16.17\|37241;2026-03-30\|17.01\|3.34\|16.34\|17.21\|16.34\|75507;2026-03-31\|16.42\|-3.47\|17.12\|17.43\|16.37\|50644;2026-04-01\|16.79\|2.25\|16.71\|17.08\|16.51\|32424;2026-04-02\|17.04\|1.49\|16.79\|17.30\|16.73\|42323;2026-04-03\|16.32\|-4.23\|17.05\|17.28\|16.29\|47663;2026-04-07\|15.87\|-2.76\|16.38\|16.49\|15.75\|54183;2026-04-08\|16.61\|4.66\|16.20\|16.65\|16.15\|40001;2026-04-09\|17.30\|4.15\|16.77\|17.37\|16.32\|74932;2026-04-10\|17.39\|0.52\|17.40\|17.96\|17.20\|58008;2026-04-13\|17.85\|2.65\|17.35\|17.98\|17.25\|48051;2026-04-14\|19.64\|10.03\|18.20\|19.64\|18.05\|86840;2026-04-15\|17.68\|-9.98\|19.64\|20.15\|17.68\|210701;2026-04-16\|17.78\|0.57\|17.93\|18.07\|17.40\|99439;2026-04-17\|18.40\|3.49\|17.87\|18.45\|17.60\|84925;2026-04-20\|18.32\|-0.43\|18.40\|18.43\|17.90\|67151;2026-04-21\|18.48\|0.87\|18.35\|18.76\|18.16\|60577;2026-04-22\|17.97\|-2.76\|18.18\|18.44\|17.70\|68801;2026-04-23\|17.65\|-1.78\|18.09\|18.20\|17.56\|55992;2026-04-24\|17.18\|-2.66\|17.52\|17.78\|17.06\|51395;2026-04-27\|17.19\|0.06\|17.18\|17.50\|16.93\|28581;2026-04-28\|16.97\|-1.28\|17.18\|17.18\|16.85\|30482;2026-04-29\|17.37\|2.36\|16.97\|17.52\|16.75\|41664;2026-04-30\|17.49\|0.69\|17.06\|17.60\|17.06\|37038;2026-05-06\|18.02\|3.03\|17.52\|18.29\|17.43\|57186;2026-05-07\|18.84\|4.55\|18.03\|18.92\|17.99\|59387;2026-05-08\|19.35\|2.71\|18.84\|19.64\|18.42\|78760;2026-05-11\|19.79\|2.27\|19.35\|20.26\|19.02\|80545;2026-05-12\|19.20\|-2.98\|19.72\|20.15\|19.07\|65386;2026-05-13\|19.10\|-0.52\|19.30\|19.55\|19.06\|56347;2026-05-14\|19.12\|0.10\|19.45\|19.50\|18.83\|44224;2026-05-15\|19.53\|2.14\|19.13\|20.25\|18.97\|72415;2026-05-18\|19.27\|-1.33\|19.26\|19.90\|19.06\|53880;2026-05-19\|19.29\|0.10\|19.50\|19.68\|19.02\|41165;2026-05-20\|18.64\|-3.37\|19.29\|19.44\|18.52\|71898;2026-05-21\|16.92\|-9.23\|18.50\|18.50\|16.80\|162305;2026-05-22\|16.44\|-2.84\|16.52\|17.00\|15.83\|126317;2026-05-25\|15.88\|-3.41\|16.47\|16.56\|15.70\|81321;2026-05-26\|15.88\|0.00\|15.80\|15.93\|15.30\|71142;2026-05-27\|17.47\|10.01\|15.70\|17.47\|15.70\|105880;2026-05-28\|16.52\|-5.44\|17.00\|17.22\|16.45\|205540;2026-05-29\|15.01\|-9.14\|16.61\|16.62\|14.92\|153357;2026-06-01\|15.31\|2.00\|15.15\|15.61\|14.81\|90058;2026-06-02\|15.49\|1.18\|15.30\|15.70\|14.88\|74335;2026-06-03\|15.12\|-2.39\|15.34\|15.59\|14.90\|53102;2026-06-04\|14.81\|-2.05\|15.09\|15.48\|14.61\|54774;2026-06-05\|14.62\|-1.28\|14.91\|14.91\|14.40\|50446;2026-06-08\|14.28\|-2.33\|14.44\|14.46\|13.98\|53430;2026-06-09\|14.57\|2.03\|14.41\|14.63\|14.16\|50997;2026-06-10\|14.27\|-1.72\|14.45\|14.50\|14.11\|37830;2026-06-11\|14.13\|-0.98\|14.08\|14.53\|13.89\|72221;2026-06-12\|13.62\|-3.61\|14.10\|14.30\|13.60\|85756;2026-06-15\|13.85\|1.69\|13.50\|14.10\|13.25\|136613;2026-06-16\|13.41\|-3.18\|13.74\|13.78\|13.30\|99435;2026-06-17\|14.14\|5.44\|13.36\|14.68\|13.12\|281901;2026-06-18\|14.22\|0.57\|14.05\|15.38\|14.03\|277490;2026-06-22\|15.15\|6.54\|14.77\|15.33\|14.06\|236231;2026-06-23\|16.67\|10.03\|15.29\|16.67\|15.25\|163924;2026-06-24\|16.29\|-2.28\|16.97\|16.97\|15.52\|305535;2026-06-25\|15.35\|-5.77\|16.20\|16.50\|15.31\|174879;2026-06-26\|15.36\|0.07\|15.57\|16.40\|15.35\|178835;2026-06-29\|15.06\|-1.95\|15.37\|15.88\|14.58\|152685;2026-06-30\|16.10\|6.91\|14.98\|16.29\|14.80\|224980;2026-07-01\|16.80\|4.35\|15.98\|16.90\|15.87\|178361;2026-07-02\|17.50\|4.17\|16.49\|17.91\|16.49\|173438;2026-07-03\|17.60\|0.57\|17.50\|18.15\|17.31\|104566;2026-07-06\|16.18\|-8.07\|17.58\|17.58\|16.10\|109167;2026-07-07\|16.16\|-0.12\|16.18\|16.52\|15.80\|89655;2026-07-08\|15.93\|-1.42\|16.17\|16.29\|15.60\|66263;2026-07-09\|16.18\|1.57\|15.77\|16.60\|15.38\|103829;2026-07-10\|16.05\|-0.80\|15.78\|16.42\|15.78\|96032;2026-07-13\|15.00\|-6.54\|15.67\|16.00\|14.95\|75254;2026-07-14\|15.20\|1.33\|15.00\|15.45\|14.85\|46294;2026-07-15\|14.83\|-2.43\|15.23\|15.23\|14.70\|42255;2026-07-16\|14.46\|-2.49\|14.80\|15.06\|14.30\|37113;2026-07-17\|13.76\|-4.84\|14.40\|14.50\|13.30\|97083;2026-07-20\|13.32\|-3.20\|13.73\|13.99\|13.20\|69773;2026-07-21\|13.40\|0.60\|13.30\|13.46\|11.99\|141584;2026-07-22\|12.86\|-4.03\|13.27\|13.33\|12.70\|65196;2026-07-23\|12.71\|-1.17\|12.88\|13.04\|12.62\|48708;2026-07-24\|12.25\|-3.62\|12.65\|12.82\|12.22\|44478
8935	三部门近日联合印发通知，部署开展氢能综合应用试点工作	海南自贸港+氢能汽车+换电+出口行业原因： 1、7月1日，20家车企交出6月“成绩单”。比亚迪6月销量超40万辆，海外销售突破17万辆，同比增长95%。 2、广发证券研报指出，接下来可能会出现“内需修复且油价下行/出口依旧增速亮眼/供给侧重要信号”集中出现的阶段，上修26年出口销量同比增速为40-45%，预计26年乘用车批发口径“价升量稳”。公司原因： 1、据2026年4月21日年报，公司作为海南自贸港唯一具备传统燃油汽车、纯电动汽车和氢能汽车生产资质的企业，2026年计划借助海南自贸港政策构建“出口基地+氢能生态”双引擎。 2、据2026年4月21日年报及2026年5月13日投资者关系管理信息，公司正大力推进海马EX02换电车型开发与“车电分售”模式，深耕B端出行细分领域；氢燃料电池汽车海马7X-H搭载70MPa高压储氢瓶，续航里程可达650km。 3、据2026年4月21日年报，公司深耕中东市场十余年，累计出口超10万辆，2026年将持续深耕中东、东南亚等“一带一路”沿线市场，推进出口市场多元化。	公司与丰田汽车中国签署战略合作框架协议，已投放50台氢燃料电池汽车7X-H在海南示范运营，累计行驶里程突破200万公里	2026-03-17\|6.82\|10.00\|6.31\|6.82\|6.29\|1134784;2026-03-18\|6.64\|-2.64\|6.78\|6.78\|6.45\|2024976;2026-03-19\|6.30\|-5.12\|6.54\|6.63\|6.26\|1033420;2026-03-20\|5.93\|-5.87\|6.32\|6.54\|5.90\|1227104;2026-03-23\|6.24\|5.23\|5.83\|6.52\|5.76\|2615612;2026-03-24\|6.28\|0.64\|6.46\|6.55\|6.17\|1955816;2026-03-25\|6.33\|0.80\|6.27\|6.38\|6.22\|1112857;2026-03-26\|6.09\|-3.79\|6.32\|6.43\|6.08\|899562;2026-03-27\|6.19\|1.64\|6.00\|6.47\|5.97\|935843;2026-03-30\|6.08\|-1.78\|6.07\|6.15\|5.86\|798053;2026-03-31\|6.14\|0.99\|6.09\|6.57\|6.09\|1493339;2026-04-01\|6.01\|-2.12\|6.20\|6.22\|5.92\|967687;2026-04-02\|5.69\|-5.32\|5.92\|5.95\|5.66\|977821;2026-04-03\|5.40\|-5.10\|5.66\|5.68\|5.36\|726182;2026-04-07\|5.50\|1.85\|5.39\|5.52\|5.32\|608131;2026-04-08\|5.82\|5.82\|5.60\|5.83\|5.55\|868135;2026-04-09\|5.69\|-2.23\|5.75\|5.78\|5.67\|445123;2026-04-10\|5.71\|0.35\|5.75\|5.84\|5.69\|429918;2026-04-13\|5.83\|2.10\|5.69\|5.84\|5.65\|460556;2026-04-14\|5.88\|0.86\|5.84\|5.89\|5.78\|402909;2026-04-15\|5.80\|-1.36\|5.92\|5.92\|5.75\|364366;2026-04-16\|5.83\|0.52\|5.79\|5.85\|5.75\|320168;2026-04-17\|5.74\|-1.54\|5.81\|5.81\|5.70\|312349;2026-04-20\|5.83\|1.57\|5.74\|5.92\|5.70\|392371;2026-04-21\|5.75\|-1.37\|5.84\|5.85\|5.68\|376515;2026-04-22\|5.68\|-1.22\|5.75\|5.75\|5.63\|294482;2026-04-23\|5.56\|-2.11\|5.70\|5.71\|5.52\|294705;2026-04-24\|5.51\|-0.90\|5.58\|5.60\|5.47\|281054;2026-04-27\|5.55\|0.73\|5.51\|5.57\|5.39\|313767;2026-04-28\|5.48\|-1.26\|5.50\|5.56\|5.42\|278011;2026-04-29\|5.49\|0.18\|5.45\|5.56\|5.43\|379963;2026-04-30\|5.59\|1.82\|5.52\|5.61\|5.50\|340424;2026-05-06\|5.61\|0.36\|5.59\|5.65\|5.57\|310559;2026-05-07\|5.61\|0.00\|5.62\|5.65\|5.56\|363617;2026-05-08\|5.67\|1.07\|5.60\|5.69\|5.58\|361896;2026-05-11\|5.58\|-1.59\|5.67\|5.69\|5.53\|395100;2026-05-12\|5.34\|-4.30\|5.56\|5.57\|5.31\|641612;2026-05-13\|5.49\|2.81\|5.35\|5.60\|5.27\|661921;2026-05-14\|5.20\|-5.28\|5.48\|5.49\|5.20\|579918;2026-05-15\|5.12\|-1.54\|5.21\|5.25\|5.10\|400001;2026-05-18\|5.11\|-0.20\|5.11\|5.15\|5.04\|342189;2026-05-19\|5.06\|-0.98\|5.13\|5.13\|4.96\|432578;2026-05-20\|4.93\|-2.57\|5.02\|5.03\|4.88\|395810;2026-05-21\|4.84\|-1.83\|4.96\|5.06\|4.81\|460536;2026-05-22\|4.90\|1.24\|4.87\|4.95\|4.83\|323219;2026-05-25\|4.83\|-1.43\|4.93\|4.98\|4.81\|289866;2026-05-26\|4.75\|-1.66\|4.83\|4.86\|4.67\|398448;2026-05-27\|4.58\|-3.58\|4.77\|4.79\|4.54\|485390;2026-05-28\|4.60\|0.44\|4.56\|4.65\|4.50\|395762;2026-05-29\|4.50\|-2.17\|4.62\|4.65\|4.47\|329211;2026-06-01\|4.59\|2.00\|4.50\|4.65\|4.47\|428348;2026-06-02\|4.52\|-1.53\|4.59\|4.61\|4.42\|408910;2026-06-03\|4.47\|-1.11\|4.49\|4.53\|4.41\|276159;2026-06-04\|4.43\|-0.89\|4.44\|4.49\|4.40\|278463;2026-06-05\|4.44\|0.23\|4.43\|4.52\|4.35\|417465;2026-06-08\|4.29\|-3.38\|4.39\|4.49\|4.23\|416197;2026-06-09\|4.30\|0.23\|4.31\|4.35\|4.21\|276651;2026-06-10\|4.18\|-2.79\|4.27\|4.30\|4.14\|314095;2026-06-11\|4.12\|-1.44\|4.14\|4.19\|4.07\|324228;2026-06-12\|4.17\|1.21\|4.20\|4.25\|4.11\|395975;2026-06-15\|4.23\|1.44\|4.20\|4.54\|4.16\|693183;2026-06-16\|4.24\|0.24\|4.23\|4.29\|4.16\|458080;2026-06-17\|4.11\|-3.07\|4.20\|4.22\|4.08\|396341;2026-06-18\|4.06\|-1.22\|4.09\|4.11\|4.00\|362720;2026-06-22\|4.00\|-1.48\|4.06\|4.06\|3.86\|497769;2026-06-23\|3.97\|-0.75\|3.96\|4.11\|3.95\|409296;2026-06-24\|3.92\|-1.26\|3.99\|4.04\|3.86\|345424;2026-06-25\|3.85\|-1.79\|3.90\|3.93\|3.81\|352558;2026-06-26\|3.71\|-3.64\|3.84\|3.84\|3.71\|419217;2026-06-29\|3.69\|-0.54\|3.71\|3.74\|3.58\|376823;2026-06-30\|3.70\|0.27\|3.70\|3.72\|3.64\|315635;2026-07-01\|3.77\|1.89\|3.73\|3.85\|3.69\|490802;2026-07-02\|4.15\|10.08\|3.79\|4.15\|3.77\|445524;2026-07-03\|3.89\|-6.27\|4.11\|4.11\|3.80\|1487071;2026-07-06\|3.79\|-2.57\|3.88\|4.20\|3.78\|1553097;2026-07-07\|3.58\|-5.54\|3.72\|4.01\|3.55\|1223064;2026-07-08\|3.41\|-4.75\|3.55\|3.55\|3.40\|822588;2026-07-09\|3.44\|0.88\|3.41\|3.50\|3.32\|738762;2026-07-10\|3.57\|3.78\|3.40\|3.69\|3.36\|1071957;2026-07-13\|3.38\|-5.32\|3.56\|3.68\|3.38\|720254;2026-07-14\|3.50\|3.55\|3.48\|3.50\|3.34\|599963;2026-07-15\|3.54\|1.14\|3.45\|3.64\|3.42\|623153;2026-07-16\|3.60\|1.69\|3.50\|3.67\|3.48\|626502;2026-07-17\|3.38\|-6.11\|3.60\|3.66\|3.36\|627365;2026-07-20\|3.38\|0.00\|3.39\|3.52\|3.31\|620895;2026-07-21\|3.41\|0.89\|3.37\|3.43\|3.21\|588714;2026-07-22\|3.41\|0.00\|3.38\|3.44\|3.34\|398507;2026-07-23\|3.53\|3.52\|3.41\|3.54\|3.35\|554814;2026-07-24\|3.40\|-3.68\|3.48\|3.57\|3.40\|400607
8934	存储短缺问题或持续至2027年下半年	存储芯片+算力+韶关国资行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.86亿元、同比增长107.84%，归母净利润8189.18万元实现扭亏，主因AI服务器需求拉动存储价格自2025年第二季度起大幅上涨，公司提前备货带动收入及毛利率提升。 2、据2026年4月10日年报，公司主营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等全品类存储产品，并计划以数据存储主业为根基向算力产业链延伸，已与科研院所及产业链企业合作。 3、据2026年4月27日互动易，朗科算力网站2.0已上线运行，全资子公司韶关乳源朗坤科技有限公司已签服务器小批量订单并实现部分交付，公司最终控制人为韶关市国资委。	全球存储应用领域解决方案提供商；公司主要经营SSD固态硬盘、DRAM内存条、嵌入式存储、移动存储等存储产品，可穿戴设备、电脑外设等消费类电子产品	2026-03-17\|50.90\|11.62\|46.39\|52.49\|46.30\|560770;2026-03-18\|61.08\|20.00\|53.00\|61.08\|52.02\|510741;2026-03-19\|56.27\|-7.87\|58.17\|60.59\|55.63\|503711;2026-03-20\|52.08\|-7.45\|57.00\|57.60\|51.81\|386875;2026-03-23\|48.11\|-7.62\|50.09\|50.85\|47.47\|304569;2026-03-24\|47.59\|-1.08\|48.13\|48.20\|45.20\|355673;2026-03-25\|47.96\|0.78\|47.83\|50.75\|46.80\|459902;2026-03-26\|45.36\|-5.42\|45.90\|46.70\|45.00\|306197;2026-03-27\|44.44\|-2.03\|43.46\|45.26\|43.09\|218509;2026-03-30\|44.26\|-0.41\|44.05\|45.32\|43.65\|192134;2026-03-31\|41.70\|-5.78\|43.02\|43.19\|41.40\|250514;2026-04-01\|43.15\|3.48\|45.27\|45.30\|42.52\|286794;2026-04-02\|42.21\|-2.18\|44.52\|44.83\|41.91\|215683;2026-04-03\|41.45\|-1.80\|43.88\|43.88\|41.30\|139212;2026-04-07\|42.11\|1.59\|41.92\|43.54\|41.18\|191052;2026-04-08\|46.42\|10.24\|43.70\|46.69\|43.47\|345523;2026-04-09\|48.10\|3.62\|44.94\|48.42\|44.94\|400456;2026-04-10\|47.19\|-1.89\|47.83\|48.82\|46.02\|418950;2026-04-13\|49.70\|5.32\|46.50\|49.72\|46.49\|399641;2026-04-14\|51.80\|4.23\|50.80\|52.33\|49.71\|395208;2026-04-15\|48.77\|-5.85\|51.02\|51.70\|48.47\|333195;2026-04-16\|49.40\|1.29\|48.00\|49.82\|47.06\|255085;2026-04-17\|49.12\|-0.57\|49.26\|50.20\|48.71\|217123;2026-04-20\|49.22\|0.20\|48.76\|50.86\|48.55\|198155;2026-04-21\|49.40\|0.37\|48.81\|49.45\|47.61\|168643;2026-04-22\|48.91\|-0.99\|49.28\|49.59\|48.26\|159370;2026-04-23\|46.57\|-4.78\|49.71\|50.30\|46.26\|204377;2026-04-24\|46.40\|-0.36\|46.28\|47.12\|45.56\|137636;2026-04-27\|50.30\|8.41\|46.99\|52.19\|46.98\|298455;2026-04-28\|51.94\|3.26\|50.41\|53.30\|49.56\|378709;2026-04-29\|51.40\|-1.04\|48.60\|51.98\|48.60\|346073;2026-04-30\|52.27\|1.69\|51.41\|53.58\|49.80\|390370;2026-05-06\|62.72\|19.99\|56.63\|62.72\|56.60\|463247;2026-05-07\|66.30\|5.71\|65.27\|71.63\|65.27\|715590;2026-05-08\|63.85\|-3.70\|63.93\|66.16\|63.50\|434046;2026-05-11\|68.13\|6.70\|68.38\|70.46\|65.50\|507803;2026-05-12\|65.10\|-4.45\|67.23\|68.56\|64.15\|397339;2026-05-13\|70.25\|7.91\|63.63\|70.25\|62.46\|464125;2026-05-14\|66.97\|-4.67\|69.50\|70.73\|66.97\|393684;2026-05-15\|64.95\|-3.02\|66.85\|68.68\|64.00\|290083;2026-05-18\|72.70\|11.93\|66.01\|75.80\|65.98\|501055;2026-05-19\|72.22\|-0.66\|71.09\|75.77\|69.71\|449034;2026-05-20\|73.81\|2.20\|72.22\|75.58\|70.56\|389455;2026-05-21\|67.77\|-8.18\|74.12\|77.06\|67.30\|408370;2026-05-22\|68.04\|0.40\|69.50\|71.80\|65.55\|332247;2026-05-25\|71.72\|5.41\|68.01\|72.36\|64.64\|346567;2026-05-26\|64.53\|-10.03\|69.50\|69.70\|63.36\|320786;2026-05-27\|61.41\|-4.83\|66.67\|67.20\|60.90\|325126;2026-05-28\|62.42\|1.76\|60.46\|63.11\|60.12\|216460;2026-05-29\|58.69\|-5.98\|62.42\|63.49\|57.99\|256387;2026-06-01\|57.17\|-2.59\|59.73\|60.00\|56.92\|170863;2026-06-02\|58.08\|1.59\|57.62\|58.55\|54.80\|183821;2026-06-03\|59.66\|2.72\|58.11\|61.89\|57.92\|250260;2026-06-04\|67.43\|13.02\|58.96\|68.52\|58.75\|434652;2026-06-05\|68.33\|1.33\|66.43\|70.20\|65.13\|339144;2026-06-08\|64.15\|-6.12\|64.92\|66.60\|63.99\|228345;2026-06-09\|65.64\|2.32\|65.99\|66.75\|63.20\|255490;2026-06-10\|63.67\|-3.00\|64.00\|66.83\|63.01\|177962;2026-06-11\|62.66\|-1.59\|62.44\|63.58\|61.14\|164744;2026-06-12\|59.55\|-4.96\|66.00\|67.13\|59.48\|240373;2026-06-15\|62.59\|5.11\|61.50\|62.98\|60.30\|188920;2026-06-16\|64.13\|2.46\|63.03\|65.58\|62.41\|211680;2026-06-17\|67.47\|5.21\|62.50\|69.00\|61.64\|331165;2026-06-18\|70.35\|4.27\|67.01\|72.22\|67.01\|320141;2026-06-22\|73.72\|4.79\|71.09\|73.80\|69.48\|365854;2026-06-23\|70.91\|-3.81\|71.00\|75.55\|69.57\|316473;2026-06-24\|72.69\|2.51\|70.60\|73.04\|67.78\|277260;2026-06-25\|74.89\|3.03\|74.00\|76.30\|70.00\|415134;2026-06-26\|69.88\|-6.69\|72.00\|73.57\|68.40\|267482;2026-06-29\|71.48\|2.29\|69.87\|71.75\|65.88\|247659;2026-06-30\|76.17\|6.56\|70.00\|78.20\|66.98\|361611;2026-07-01\|73.68\|-3.27\|76.00\|81.60\|73.10\|384395;2026-07-02\|67.41\|-8.51\|70.18\|72.50\|67.02\|296540;2026-07-03\|67.35\|-0.09\|67.40\|70.29\|64.66\|228661;2026-07-06\|67.42\|0.10\|70.50\|70.50\|64.50\|226863;2026-07-07\|62.50\|-7.30\|64.51\|65.80\|61.65\|187811;2026-07-08\|59.16\|-5.34\|62.96\|63.63\|57.00\|205101;2026-07-09\|62.53\|5.70\|60.61\|62.66\|59.10\|175375;2026-07-10\|63.30\|1.23\|62.54\|69.68\|62.53\|258513;2026-07-13\|55.10\|-12.95\|62.44\|63.30\|54.76\|201356;2026-07-14\|58.17\|5.57\|56.20\|58.75\|54.41\|171356;2026-07-15\|52.46\|-9.82\|58.49\|59.33\|52.28\|184259;2026-07-16\|49.35\|-5.93\|51.80\|52.60\|48.90\|169758;2026-07-17\|43.75\|-11.35\|49.60\|49.88\|43.40\|192290;2026-07-20\|39.54\|-9.62\|45.00\|45.78\|38.00\|196511;2026-07-21\|44.60\|12.80\|40.74\|44.66\|35.10\|266739;2026-07-22\|43.24\|-3.05\|44.01\|45.62\|42.79\|199371;2026-07-23\|42.83\|-0.95\|43.56\|44.30\|42.30\|133016;2026-07-24\|41.84\|-2.31\|41.95\|43.20\|41.13\|109162
8933	存储短缺问题或持续至2027年下半年	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483
8932	特斯拉3月或发布新款机器人	人形机器人+商业航天+无框电机 1、据2025年9月2日互动易，公司机器人关节模组电机、控制器等核心部件拥有自主知识产权，自制化程度高，全供应链自主可控，研发、样机制造、产业化、市场化正同步推进。 2、据2025年8月10日微信公众号，公司在WRC展会首次展示关节模组、外转子无框电机等四类核心产品，外转子无框电机为国内首家用于关节模组，具备高功率密度、大扭矩、高效率、轻量化特点。 3、据2025年4月25日公告，公司主营微特电机及风机，2024年外销收入增9.87%，并设立常州祥翰具身智能系统有限公司专注机器人运动关节模组，布局未来产业。	1、公司电机有应用到功能型机器人产品，如泳池清洁机器人；公司有机器人关节电机的研发计划，目前没有市场应用； 2、公司主营电机、风机，下游覆盖HVACR、交通车辆、通信系统、医疗健康、风电等领域； 3、公司与华为在通信基站与数据中心等项目有合作	2026-03-17\|41.74\|20.01\|35.10\|41.74\|34.91\|194732;2026-03-18\|39.90\|-4.41\|43.03\|44.28\|39.31\|191668;2026-03-19\|37.75\|-5.39\|39.50\|39.66\|37.48\|103083;2026-03-20\|35.78\|-5.22\|37.55\|38.00\|35.77\|77318;2026-03-23\|35.80\|0.06\|35.17\|37.37\|34.52\|125608;2026-03-24\|42.96\|20.00\|37.72\|42.96\|37.72\|177740;2026-03-25\|41.72\|-2.89\|42.96\|43.04\|41.25\|181297;2026-03-26\|40.23\|-3.57\|42.92\|42.93\|40.10\|112489;2026-03-27\|40.75\|1.29\|39.70\|41.75\|39.64\|160231;2026-03-30\|44.76\|9.84\|40.50\|45.30\|40.00\|192652;2026-03-31\|42.92\|-4.11\|42.95\|44.20\|41.92\|148439;2026-04-01\|45.55\|6.13\|43.70\|46.79\|42.69\|177270;2026-04-02\|42.17\|-7.42\|44.01\|44.11\|41.50\|117301;2026-04-03\|42.99\|1.94\|41.70\|43.62\|39.18\|142577;2026-04-07\|42.40\|-1.37\|42.56\|42.56\|41.00\|93134;2026-04-08\|43.51\|2.62\|43.44\|43.51\|41.88\|116542;2026-04-09\|44.91\|3.22\|42.30\|45.12\|41.23\|138299;2026-04-10\|43.30\|-3.58\|44.92\|44.92\|43.18\|102959;2026-04-13\|43.23\|-0.16\|42.25\|44.50\|42.18\|82649;2026-04-14\|42.35\|-2.04\|43.24\|43.69\|41.85\|72550;2026-04-15\|40.32\|-4.79\|42.70\|43.33\|39.68\|98145;2026-04-16\|40.96\|1.59\|40.06\|40.99\|39.56\|65604;2026-04-17\|40.37\|-1.44\|40.41\|41.22\|39.63\|60102;2026-04-20\|40.18\|-0.47\|40.70\|40.70\|39.80\|45070;2026-04-21\|38.81\|-3.41\|40.38\|40.53\|38.51\|66518;2026-04-22\|39.57\|1.96\|39.20\|39.58\|38.78\|52450;2026-04-23\|38.63\|-2.38\|40.05\|40.10\|37.93\|51246;2026-04-24\|37.40\|-3.18\|38.25\|38.50\|36.99\|53187;2026-04-27\|39.01\|4.30\|37.40\|39.26\|37.11\|48266;2026-04-28\|38.62\|-1.00\|38.76\|39.68\|37.80\|38497;2026-04-29\|38.82\|0.52\|38.65\|39.29\|37.87\|33737;2026-04-30\|38.59\|-0.59\|38.64\|38.82\|38.20\|28786;2026-05-06\|39.30\|1.84\|38.71\|39.78\|38.71\|46569;2026-05-07\|40.17\|2.21\|39.00\|40.42\|39.00\|50904;2026-05-08\|41.88\|4.26\|39.70\|41.91\|39.54\|81867;2026-05-11\|41.89\|0.02\|42.00\|42.72\|40.97\|84467;2026-05-12\|41.83\|-0.14\|41.57\|42.39\|41.02\|60388;2026-05-13\|42.21\|0.91\|41.84\|42.35\|40.85\|70628;2026-05-14\|41.02\|-2.82\|42.12\|42.18\|41.00\|48129;2026-05-15\|41.64\|1.51\|40.80\|42.76\|40.75\|62511;2026-05-18\|41.13\|-1.22\|41.60\|42.20\|40.84\|43373;2026-05-19\|40.74\|-0.95\|41.10\|42.33\|40.12\|44163;2026-05-20\|40.16\|-1.42\|40.67\|41.24\|39.41\|36241;2026-05-21\|38.13\|-5.05\|40.04\|41.08\|37.90\|51076;2026-05-22\|38.39\|0.68\|38.24\|38.87\|37.78\|30511;2026-05-25\|40.05\|4.32\|38.46\|41.00\|38.46\|53801;2026-05-26\|39.35\|-1.75\|40.75\|40.75\|38.40\|41037;2026-05-27\|39.71\|0.91\|39.15\|41.20\|38.88\|53433;2026-05-28\|41.14\|3.60\|39.71\|41.43\|38.77\|58891;2026-05-29\|36.93\|-10.23\|41.14\|41.50\|36.29\|71955;2026-06-01\|36.42\|-1.38\|36.46\|37.65\|36.30\|33499;2026-06-02\|35.52\|-2.47\|36.28\|36.68\|34.25\|38714;2026-06-03\|35.49\|-0.08\|35.13\|36.19\|34.97\|28152;2026-06-04\|34.54\|-2.68\|35.22\|35.98\|34.52\|28042;2026-06-05\|35.64\|3.18\|34.54\|36.20\|33.49\|48793;2026-06-08\|33.75\|-5.30\|34.89\|34.91\|33.23\|34519;2026-06-09\|34.92\|3.47\|34.00\|35.19\|33.42\|31333;2026-06-10\|33.37\|-4.44\|34.45\|35.67\|32.85\|27174;2026-06-11\|32.69\|-2.04\|33.01\|33.31\|31.90\|23650;2026-06-12\|33.71\|3.12\|33.00\|34.63\|33.00\|32067;2026-06-15\|35.58\|5.55\|34.56\|35.69\|33.93\|27148;2026-06-16\|35.53\|0.03\|35.36\|35.94\|34.88\|20537;2026-06-17\|34.75\|-2.20\|35.16\|35.84\|34.60\|19946;2026-06-18\|34.72\|-0.09\|34.75\|35.51\|34.20\|24546;2026-06-22\|34.25\|-1.35\|34.48\|34.99\|32.23\|35636;2026-06-23\|34.45\|0.58\|34.01\|35.17\|33.52\|25804;2026-06-24\|32.65\|-5.22\|33.99\|34.15\|32.51\|29208;2026-06-25\|32.27\|-1.16\|32.99\|33.28\|31.60\|28394;2026-06-26\|30.35\|-5.95\|31.97\|32.20\|30.30\|29856;2026-06-29\|29.61\|-2.44\|30.35\|30.50\|29.01\|24498;2026-06-30\|33.19\|12.09\|29.61\|33.78\|29.61\|51953;2026-07-01\|33.65\|1.39\|33.15\|34.50\|32.20\|34844;2026-07-02\|32.95\|-2.08\|33.62\|34.71\|32.87\|30725;2026-07-03\|33.86\|2.76\|32.99\|34.31\|32.58\|37805;2026-07-06\|32.06\|-5.32\|33.61\|34.33\|32.00\|29053;2026-07-07\|30.53\|-4.77\|32.00\|32.55\|30.40\|24139;2026-07-08\|29.06\|-4.81\|30.41\|30.77\|29.01\|18027;2026-07-09\|29.58\|1.79\|29.20\|29.84\|27.89\|25659;2026-07-10\|30.61\|3.48\|30.17\|32.22\|29.44\|30825;2026-07-13\|28.07\|-8.30\|30.50\|30.99\|28.05\|26035;2026-07-14\|28.87\|2.85\|28.12\|29.23\|27.30\|22674;2026-07-15\|28.54\|-1.14\|28.56\|29.60\|28.15\|16683;2026-07-16\|28.30\|-0.84\|28.30\|29.68\|27.86\|19209;2026-07-17\|26.25\|-7.24\|28.30\|28.65\|26.11\|22354;2026-07-20\|24.16\|-7.96\|26.50\|27.63\|23.53\|30898;2026-07-21\|24.66\|2.07\|24.39\|24.93\|21.83\|34849;2026-07-22\|24.40\|-1.05\|24.30\|24.90\|24.00\|21918;2026-07-23\|24.86\|1.89\|24.16\|24.90\|24.00\|17460;2026-07-24\|24.64\|-0.89\|24.79\|25.08\|24.20\|17638
8931	特斯拉3月或发布新款机器人	机器人概念+一季报增长+高分红行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年3月31日年报，2025年为公司机器人业务元年，推出医养护理及后勤服务机器人等产品，2026年将聚焦获取标杆客户“灯塔订单”；据2025年3月17日达闼官微，子公司松霖机器人与达闼签署战略合作框架协议，共同探索人形机器人垂直场景应用及出海。 2、据2026年4月24日公告，公司2026年一季度归母净利润9540.54万元，同比增长109.89%；据2026年4月30日业绩说明会，新增订单接单趋势持续向好，越南基地持续获取海外头部客户供应链转移的新增订单。 3、据2026年4月30日业绩说明会，公司2025年分红比例达80.34%，并拟以不低于2026年中期归母净利润的80%进行现金分红。	公司以松霖机器人科技有限公司为平台，构建护理服务机器人、后勤服务机器人、AI陪伴机器人、人形机器人等产品体系，并与达闼公司联合研发设计人形机器人，拓展机器人业务	2026-03-17\|33.30\|10.01\|30.56\|33.30\|30.40\|105536;2026-03-18\|32.99\|-0.93\|32.40\|33.29\|31.72\|139849;2026-03-19\|31.82\|-3.55\|32.47\|33.09\|31.30\|77426;2026-03-20\|33.23\|4.43\|32.13\|34.25\|31.70\|112541;2026-03-23\|33.67\|1.32\|32.00\|34.21\|31.76\|79290;2026-03-24\|36.19\|7.48\|33.68\|36.95\|33.09\|94376;2026-03-25\|36.79\|1.66\|35.80\|38.00\|35.67\|94537;2026-03-26\|38.59\|4.89\|36.73\|39.22\|36.10\|87259;2026-03-27\|36.88\|-4.43\|38.00\|38.18\|34.80\|90930;2026-03-30\|34.53\|-6.37\|35.22\|36.20\|34.33\|79147;2026-03-31\|31.55\|-8.63\|34.52\|34.74\|31.50\|105000;2026-04-01\|33.45\|6.02\|31.74\|33.70\|31.55\|63715;2026-04-02\|35.07\|4.84\|33.44\|35.30\|32.84\|76920;2026-04-03\|35.10\|0.09\|35.57\|37.68\|34.08\|102728;2026-04-07\|32.80\|-6.55\|34.40\|34.40\|32.78\|64083;2026-04-08\|34.05\|3.81\|33.61\|34.11\|32.50\|84164;2026-04-09\|32.60\|-4.26\|33.66\|33.66\|32.25\|58386;2026-04-10\|32.49\|-0.34\|32.93\|33.19\|32.14\|45354;2026-04-13\|31.72\|-2.37\|32.16\|32.51\|31.67\|47837;2026-04-14\|32.69\|3.06\|31.77\|32.80\|31.77\|44325;2026-04-15\|33.40\|2.17\|32.69\|33.63\|32.15\|62439;2026-04-16\|34.51\|3.32\|33.40\|34.75\|32.90\|58722;2026-04-17\|34.14\|-1.07\|34.55\|35.44\|34.00\|51075;2026-04-20\|33.75\|-1.14\|34.14\|35.06\|33.62\|60521;2026-04-21\|33.77\|0.06\|33.75\|34.13\|33.46\|34130;2026-04-22\|34.61\|2.49\|33.80\|34.97\|33.57\|49310;2026-04-23\|34.30\|-0.90\|34.65\|35.23\|33.60\|47139;2026-04-24\|33.42\|-2.57\|34.19\|34.49\|33.06\|45901;2026-04-27\|33.36\|-0.18\|33.39\|34.00\|33.03\|31139;2026-04-28\|32.49\|-2.61\|33.43\|33.43\|32.30\|35521;2026-04-29\|33.16\|2.06\|32.49\|33.44\|32.36\|36265;2026-04-30\|31.90\|-3.80\|33.33\|33.40\|31.70\|43868;2026-05-06\|32.50\|1.88\|31.90\|32.89\|31.59\|44806;2026-05-07\|33.28\|2.40\|32.38\|33.50\|32.33\|41113;2026-05-08\|33.62\|1.02\|33.28\|33.75\|32.93\|36835;2026-05-11\|33.44\|-0.54\|33.62\|34.20\|32.75\|43846;2026-05-12\|32.92\|-1.55\|33.40\|33.72\|32.78\|33187;2026-05-13\|32.66\|-0.79\|32.88\|33.06\|32.19\|35972;2026-05-14\|32.08\|-1.78\|32.80\|33.01\|31.65\|31827;2026-05-15\|32.70\|1.93\|31.85\|33.58\|31.85\|39620;2026-05-18\|31.89\|-2.48\|32.83\|33.19\|31.50\|58726;2026-05-19\|32.33\|1.38\|31.60\|32.79\|31.60\|34269;2026-05-20\|32.20\|-0.40\|32.60\|32.60\|31.80\|21329;2026-05-21\|31.42\|-2.42\|31.60\|32.77\|31.09\|37224;2026-05-22\|29.72\|-5.41\|31.42\|31.87\|28.80\|82323;2026-05-25\|31.30\|5.32\|29.72\|32.00\|29.67\|66090;2026-05-26\|30.05\|-3.99\|31.32\|31.32\|29.55\|48377;2026-05-27\|29.56\|-1.63\|29.40\|30.27\|29.40\|35500;2026-05-28\|28.88\|-2.30\|29.46\|29.75\|28.74\|26577;2026-05-29\|28.06\|-1.96\|28.73\|28.91\|27.76\|34531;2026-06-01\|29.50\|5.13\|28.20\|29.58\|28.01\|49331;2026-06-02\|28.83\|-2.27\|29.55\|29.80\|28.35\|26779;2026-06-03\|29.54\|2.46\|28.82\|29.96\|28.30\|33374;2026-06-04\|29.80\|0.88\|29.09\|30.24\|29.09\|32749;2026-06-05\|32.78\|10.00\|30.27\|32.78\|29.70\|69511;2026-06-08\|31.39\|-4.24\|32.33\|32.73\|30.72\|94309;2026-06-09\|30.63\|-2.42\|31.39\|31.64\|29.19\|74481;2026-06-10\|29.01\|-5.29\|30.85\|30.98\|29.01\|42706;2026-06-11\|31.91\|10.00\|29.09\|31.91\|28.68\|73345;2026-06-12\|33.19\|4.01\|31.90\|33.51\|31.56\|100999;2026-06-15\|33.70\|1.54\|32.87\|34.20\|32.55\|77075;2026-06-16\|32.45\|-3.71\|33.73\|33.99\|32.45\|66179;2026-06-17\|32.22\|-0.71\|32.30\|33.03\|31.99\|49087;2026-06-18\|33.49\|3.94\|32.00\|34.31\|31.81\|86127;2026-06-22\|32.66\|-2.48\|33.53\|33.92\|32.19\|64170;2026-06-23\|32.80\|0.43\|32.34\|33.50\|32.13\|43096;2026-06-24\|31.33\|-4.48\|32.58\|32.85\|31.24\|49041;2026-06-25\|31.02\|-0.99\|31.75\|31.75\|30.31\|41092;2026-06-26\|31.03\|0.03\|30.50\|31.61\|30.01\|41965;2026-06-29\|31.15\|0.39\|31.01\|31.57\|30.29\|35369;2026-06-30\|32.40\|4.01\|31.00\|32.66\|30.65\|49412;2026-07-01\|32.55\|0.46\|32.32\|32.93\|31.85\|37821;2026-07-02\|32.19\|-1.11\|32.23\|33.26\|32.01\|36742;2026-07-03\|32.77\|1.80\|32.10\|33.00\|32.00\|41391;2026-07-06\|31.21\|-4.76\|32.60\|32.70\|31.06\|38647;2026-07-07\|28.37\|-9.10\|31.79\|31.88\|28.21\|64197;2026-07-08\|26.88\|-5.25\|29.73\|29.79\|26.40\|52674;2026-07-09\|26.45\|-1.60\|26.30\|27.42\|26.17\|46272;2026-07-10\|25.82\|-2.38\|26.21\|26.45\|25.82\|41179;2026-07-13\|23.70\|-8.21\|25.71\|25.82\|23.51\|54280;2026-07-14\|24.46\|3.21\|23.82\|24.71\|23.82\|49828;2026-07-15\|24.16\|-1.23\|24.43\|24.70\|23.91\|27659;2026-07-16\|23.70\|-1.90\|24.26\|24.26\|23.48\|32011;2026-07-17\|22.47\|-5.19\|23.90\|23.90\|22.15\|37794;2026-07-20\|21.91\|-2.49\|22.71\|22.98\|21.47\|41266;2026-07-21\|23.09\|5.39\|22.02\|23.13\|21.45\|50377;2026-07-22\|22.26\|-3.59\|23.17\|23.18\|22.20\|34152;2026-07-23\|22.00\|-1.17\|22.14\|22.45\|21.92\|23266;2026-07-24\|21.62\|-1.73\|21.83\|22.10\|21.45\|19980
8930	特斯拉3月或发布新款机器人	玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司经营范围包括机器人、机器人系统、机器人应用技术等；此前与国际复材签订了加捻事业部史上最大额玻璃纤维捻线机订单	2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.84\|-3.59\|5.08\|5.08\|4.79\|775476;2026-07-16\|4.48\|-7.44\|4.75\|4.80\|4.43\|900383;2026-07-17\|4.07\|-9.15\|4.53\|4.54\|4.03\|976028;2026-07-20\|3.66\|-10.07\|4.15\|4.19\|3.66\|1041495;2026-07-21\|3.97\|8.47\|3.74\|3.98\|3.29\|1340240;2026-07-22\|3.86\|-2.77\|3.90\|4.10\|3.82\|952562;2026-07-23\|3.91\|1.30\|3.88\|4.08\|3.81\|731508;2026-07-24\|3.83\|-2.05\|3.90\|4.01\|3.76\|680924
8929	全球规模最大的液化天然气出口工厂停摆	化肥+磷化工+缓控释肥+国企改革行业原因：中信期货4月3日研报指出，3月受美伊冲突影响，中东天然气及尿素生产、物流受阻，推动全球化肥价格大幅上涨，其中尿素单月涨幅近51%，磷肥同步走高。公司原因： 1、据公司2025年半年报，公司所处行业是肥料行业，公司的主营业务为常规复合肥、新型肥料、磷肥以及土壤调理剂等土壤所需全系列产品的研发、生产和销售以及为种植户提供相关的种植业解决方案服务。 2、据公司2025年半年报，公司积极拓展产业上下游，打造磷化工全产业链发展模式，逐步形成磷矿—磷酸—磷化工产品—新能源材料综合利用的磷化工全产业链。 3、2025年5月16日投资者关系活动记录表显示，公司启动缓控释肥全球推广行动，已在荷兰建成首个中国技术主导的海外缓控释肥工厂，并与印尼AgriAKU签署战略协议，向欧洲、东南亚输出技术及产品。 4、据2025年4月26日年度报告，公司实际控制人为临沭县国有资产管理服务中心。	1、老牌肥料企业；公司的主营业务为常规复合肥、新型肥料、磷肥以及土壤调理剂等植物所需全系列产品的研产销； 2、公司拟6亿元投建年产10万吨磷酸铁电池正极前驱体材料项目，形成磷矿—磷酸—磷化工产品—新能源材料综合利用的磷化工全产业链	2026-03-17\|3.60\|10.09\|3.15\|3.60\|3.15\|9149980;2026-03-18\|3.59\|-0.28\|3.55\|3.78\|3.31\|9394185;2026-03-19\|3.36\|-6.41\|3.69\|3.82\|3.34\|6915863;2026-03-20\|3.02\|-10.12\|3.14\|3.20\|3.02\|5696506;2026-03-23\|2.86\|-5.30\|2.80\|3.02\|2.78\|4578529;2026-03-24\|2.90\|1.40\|2.86\|2.91\|2.68\|4730163;2026-03-25\|2.93\|1.03\|2.86\|2.95\|2.82\|3821956;2026-03-26\|2.81\|-4.10\|2.93\|3.00\|2.79\|3919972;2026-03-27\|3.09\|9.96\|2.76\|3.09\|2.73\|2774404;2026-03-30\|3.22\|4.21\|3.19\|3.28\|3.11\|6739091;2026-03-31\|3.00\|-6.83\|3.15\|3.25\|3.00\|4302035;2026-04-01\|2.99\|-0.33\|3.06\|3.09\|2.94\|2740798;2026-04-02\|3.00\|0.33\|2.99\|3.12\|2.94\|3604429;2026-04-03\|2.73\|-9.00\|2.99\|3.00\|2.71\|3353628;2026-04-07\|3.00\|9.89\|2.75\|3.00\|2.72\|3658256;2026-04-08\|2.98\|-0.67\|2.94\|3.02\|2.86\|4223846;2026-04-09\|2.96\|-0.67\|3.05\|3.10\|2.91\|3002251;2026-04-10\|2.91\|-1.69\|2.96\|3.00\|2.90\|1981533;2026-04-13\|2.91\|0.00\|3.01\|3.05\|2.86\|2245655;2026-04-14\|2.86\|-1.72\|2.90\|2.90\|2.82\|1944304;2026-04-15\|2.79\|-2.45\|2.84\|2.84\|2.76\|1653754;2026-04-16\|2.80\|0.36\|2.79\|2.82\|2.74\|1404397;2026-04-17\|2.75\|-1.79\|2.84\|2.86\|2.74\|1669367;2026-04-20\|2.92\|6.18\|2.77\|2.96\|2.71\|3181913;2026-04-21\|2.90\|-0.68\|2.91\|2.93\|2.82\|1747152;2026-04-22\|3.04\|4.83\|2.90\|3.06\|2.88\|3271817;2026-04-23\|2.96\|-2.63\|3.02\|3.05\|2.85\|2916012;2026-04-24\|2.97\|0.34\|2.93\|3.14\|2.88\|4172582;2026-04-27\|2.81\|-5.39\|2.91\|2.93\|2.80\|3090539;2026-04-28\|2.87\|2.14\|2.79\|2.94\|2.75\|2237586;2026-04-29\|2.94\|2.44\|2.84\|2.96\|2.83\|2418541;2026-04-30\|2.83\|-3.74\|2.97\|3.04\|2.81\|2676576;2026-05-06\|2.91\|2.83\|2.86\|2.95\|2.78\|2471018;2026-05-07\|2.87\|-1.37\|2.94\|2.95\|2.84\|1948406;2026-05-08\|2.88\|0.35\|2.88\|2.94\|2.83\|2204314;2026-05-11\|3.05\|5.90\|2.90\|3.17\|2.90\|5053641;2026-05-12\|2.95\|-3.28\|3.03\|3.09\|2.92\|2849424;2026-05-13\|2.87\|-2.71\|2.97\|2.97\|2.86\|2539430;2026-05-14\|2.77\|-3.48\|2.86\|2.88\|2.77\|2139333;2026-05-15\|2.82\|1.81\|2.80\|2.85\|2.76\|1601445;2026-05-18\|2.73\|-3.19\|2.80\|2.80\|2.71\|1482854;2026-05-19\|2.63\|-3.66\|2.73\|2.74\|2.58\|1679065;2026-05-20\|2.52\|-4.18\|2.60\|2.61\|2.49\|1354311;2026-05-21\|2.46\|-2.38\|2.50\|2.54\|2.46\|1184862;2026-05-22\|2.48\|0.81\|2.45\|2.49\|2.38\|983176;2026-05-25\|2.46\|-0.81\|2.47\|2.48\|2.42\|1029341;2026-05-26\|2.41\|-2.03\|2.45\|2.45\|2.36\|1201115;2026-05-27\|2.33\|-3.32\|2.39\|2.41\|2.30\|1154602;2026-05-28\|2.36\|1.29\|2.32\|2.37\|2.30\|791785;2026-05-29\|2.30\|-2.54\|2.38\|2.47\|2.28\|1087490;2026-06-01\|2.32\|0.87\|2.28\|2.34\|2.26\|761136;2026-06-02\|2.27\|-2.16\|2.33\|2.33\|2.23\|817135;2026-06-03\|2.29\|0.88\|2.27\|2.32\|2.23\|1128956;2026-06-04\|2.27\|-0.87\|2.29\|2.31\|2.24\|814381;2026-06-05\|2.25\|-0.88\|2.26\|2.30\|2.23\|848789;2026-06-08\|2.15\|-4.44\|2.20\|2.29\|2.14\|1111551;2026-06-09\|2.18\|1.40\|2.20\|2.21\|2.11\|876689;2026-06-10\|2.17\|-0.46\|2.16\|2.23\|2.14\|974564;2026-06-11\|2.20\|1.38\|2.18\|2.30\|2.16\|1972212;2026-06-12\|2.21\|0.45\|2.19\|2.25\|2.12\|1764194;2026-06-15\|2.21\|0.00\|2.22\|2.26\|2.17\|1218005;2026-06-16\|2.24\|1.36\|2.20\|2.24\|2.16\|1227964;2026-06-17\|2.13\|-4.91\|2.21\|2.22\|2.11\|1518633;2026-06-18\|2.07\|-2.82\|2.11\|2.12\|2.05\|1154943;2026-06-22\|2.17\|4.83\|2.06\|2.18\|2.03\|1780808;2026-06-23\|2.19\|0.92\|2.20\|2.39\|2.17\|2573378;2026-06-24\|2.09\|-4.57\|2.13\|2.17\|2.06\|1752413;2026-06-25\|2.04\|-2.39\|2.08\|2.09\|2.01\|1135837;2026-06-26\|1.98\|-2.94\|2.03\|2.03\|1.97\|982021;2026-06-29\|2.13\|7.58\|1.92\|2.14\|1.90\|2226821;2026-06-30\|2.02\|-5.16\|2.18\|2.20\|2.01\|1811891;2026-07-01\|2.11\|4.46\|2.03\|2.12\|1.98\|1581496;2026-07-02\|2.07\|-1.90\|2.09\|2.13\|2.06\|1062168;2026-07-03\|2.01\|-2.90\|2.09\|2.09\|2.00\|1099768;2026-07-06\|2.00\|-0.50\|2.02\|2.07\|1.99\|926455;2026-07-07\|1.94\|-3.00\|1.98\|2.00\|1.93\|760528;2026-07-08\|1.90\|-2.06\|1.94\|1.95\|1.88\|666072;2026-07-09\|1.90\|0.00\|1.89\|1.92\|1.84\|981038;2026-07-10\|1.93\|1.58\|1.89\|1.97\|1.86\|1103172;2026-07-13\|1.84\|-4.66\|1.92\|1.94\|1.83\|1005573;2026-07-14\|1.90\|3.26\|1.84\|1.90\|1.83\|1034806;2026-07-15\|1.92\|1.05\|1.87\|1.96\|1.85\|1219938;2026-07-16\|1.87\|-2.60\|1.91\|1.92\|1.86\|889649;2026-07-17\|1.80\|-3.74\|1.88\|1.91\|1.79\|1113759;2026-07-20\|1.81\|0.56\|1.80\|1.86\|1.78\|1005115;2026-07-21\|1.80\|-0.55\|1.79\|1.82\|1.72\|1142288;2026-07-22\|1.84\|2.22\|1.79\|1.86\|1.78\|974809;2026-07-23\|1.92\|4.35\|1.83\|1.93\|1.82\|1323675;2026-07-24\|1.83\|-4.69\|1.90\|1.94\|1.82\|1011334
8928	全球规模最大的液化天然气出口工厂停摆	氢能装备+煤化工+山西国资公司原因： 1、据2025年10月21日业绩说明会，公司全资子公司化机公司研制出F-1000与P-1000型碱性电解槽，性能指标国内领先，依托晋华ALK制氢系统打造“绿电-绿氢-耦合化工”全产业链。 2、据2025年10月21日业绩说明会，公司旗下阳煤化机“晋华炉3.0”获国家级制造业单项冠军，国内增量市场排名第一，大型装备出口赞比亚，高价值订单落地。 3、据2025年半年报及互动易，公司主营煤化工、盐化工、精细化工及化工装备制造，控股股东为潞安化工集团，最终控制人为山西省国资委。	公司拥有甲醇设计产能40万吨，生产厂区主要在山东地区	2026-03-17\|4.72\|10.02\|4.20\|4.72\|4.20\|4177034;2026-03-18\|4.42\|-6.36\|4.60\|4.63\|4.25\|3630127;2026-03-19\|4.28\|-3.17\|4.57\|4.57\|4.14\|2600760;2026-03-20\|3.85\|-10.05\|3.99\|4.04\|3.85\|1722962;2026-03-23\|3.52\|-8.57\|3.65\|3.77\|3.47\|1812751;2026-03-24\|3.48\|-1.14\|3.51\|3.57\|3.30\|1639136;2026-03-25\|3.51\|0.86\|3.36\|3.52\|3.36\|1182581;2026-03-26\|3.48\|-0.85\|3.48\|3.61\|3.40\|1441626;2026-03-27\|3.62\|4.02\|3.43\|3.76\|3.43\|1587004;2026-03-30\|3.56\|-1.66\|3.67\|3.80\|3.52\|1322205;2026-03-31\|3.31\|-7.02\|3.52\|3.56\|3.30\|1268312;2026-04-01\|3.28\|-0.91\|3.35\|3.38\|3.26\|754821;2026-04-02\|3.23\|-1.52\|3.26\|3.35\|3.22\|661536;2026-04-03\|3.04\|-5.88\|3.26\|3.27\|3.03\|747514;2026-04-07\|3.34\|9.87\|3.09\|3.34\|3.04\|747026;2026-04-08\|3.30\|-1.20\|3.20\|3.32\|3.18\|1055581;2026-04-09\|3.34\|1.21\|3.31\|3.41\|3.25\|869509;2026-04-10\|3.24\|-2.99\|3.32\|3.32\|3.22\|630982;2026-04-13\|3.29\|1.54\|3.30\|3.32\|3.16\|640418;2026-04-14\|3.22\|-2.13\|3.27\|3.27\|3.17\|470035;2026-04-15\|3.13\|-2.79\|3.19\|3.19\|3.12\|440618;2026-04-16\|3.15\|0.64\|3.15\|3.16\|3.09\|354081;2026-04-17\|3.11\|-1.27\|3.16\|3.20\|3.08\|451898;2026-04-20\|3.12\|0.32\|3.10\|3.15\|3.06\|429009;2026-04-21\|3.18\|1.92\|3.11\|3.28\|3.06\|887290;2026-04-22\|3.21\|0.94\|3.18\|3.24\|3.15\|590464;2026-04-23\|3.25\|1.25\|3.21\|3.30\|3.13\|708826;2026-04-24\|3.38\|4.00\|3.27\|3.51\|3.26\|1479444;2026-04-27\|3.25\|-3.85\|3.28\|3.29\|3.17\|908173;2026-04-28\|3.29\|1.23\|3.23\|3.36\|3.22\|625590;2026-04-29\|3.38\|2.74\|3.26\|3.41\|3.25\|778954;2026-04-30\|3.35\|-0.89\|3.45\|3.48\|3.33\|557582;2026-05-06\|3.34\|-0.30\|3.30\|3.34\|3.23\|512230;2026-05-07\|3.17\|-5.09\|3.30\|3.30\|3.12\|934189;2026-05-08\|3.16\|-0.32\|3.19\|3.22\|3.13\|476781;2026-05-11\|3.13\|-0.95\|3.14\|3.19\|3.12\|479968;2026-05-12\|3.03\|-3.19\|3.12\|3.13\|3.01\|600881;2026-05-13\|3.05\|0.66\|3.02\|3.06\|3.01\|366057;2026-05-14\|2.97\|-2.62\|3.03\|3.04\|2.97\|429182;2026-05-15\|2.98\|0.34\|2.97\|3.05\|2.96\|501366;2026-05-18\|2.94\|-1.34\|2.98\|2.98\|2.87\|390248;2026-05-19\|2.89\|-1.70\|2.94\|2.95\|2.84\|398672;2026-05-20\|2.83\|-2.08\|2.87\|2.88\|2.80\|346058;2026-05-21\|2.76\|-2.47\|2.83\|2.91\|2.75\|558035;2026-05-22\|2.80\|1.45\|2.77\|2.81\|2.71\|346481;2026-05-25\|2.78\|-0.71\|2.81\|2.84\|2.76\|254249;2026-05-26\|2.73\|-1.80\|2.78\|2.79\|2.70\|286981;2026-05-27\|2.68\|-1.83\|2.72\|2.76\|2.66\|334904;2026-05-28\|2.75\|2.61\|2.69\|2.77\|2.66\|343132;2026-05-29\|2.70\|-1.82\|2.77\|2.81\|2.68\|337016;2026-06-01\|2.79\|3.33\|2.68\|2.80\|2.68\|331176;2026-06-02\|2.73\|-2.15\|2.80\|2.81\|2.68\|303867;2026-06-03\|2.74\|0.37\|2.72\|2.79\|2.68\|362832;2026-06-04\|2.65\|-3.28\|2.73\|2.74\|2.64\|302268;2026-06-05\|2.66\|0.38\|2.64\|2.71\|2.64\|298514;2026-06-08\|2.68\|0.75\|2.63\|2.76\|2.62\|526061;2026-06-09\|2.66\|-0.75\|2.65\|2.67\|2.55\|404702;2026-06-10\|2.63\|-1.13\|2.61\|2.71\|2.59\|341040;2026-06-11\|2.62\|-0.38\|2.64\|2.69\|2.58\|252526;2026-06-12\|2.65\|1.15\|2.62\|2.72\|2.57\|431154;2026-06-15\|2.60\|-1.89\|2.64\|2.68\|2.56\|391734;2026-06-16\|2.60\|0.00\|2.59\|2.63\|2.56\|270183;2026-06-17\|2.47\|-5.00\|2.60\|2.60\|2.46\|359878;2026-06-18\|2.43\|-1.62\|2.45\|2.48\|2.41\|273459;2026-06-22\|2.49\|2.47\|2.42\|2.49\|2.36\|359405;2026-06-23\|2.52\|1.20\|2.49\|2.70\|2.49\|527119;2026-06-24\|2.40\|-4.76\|2.51\|2.52\|2.38\|336315;2026-06-25\|2.35\|-2.08\|2.40\|2.40\|2.33\|273273;2026-06-26\|2.29\|-2.55\|2.37\|2.37\|2.28\|286321;2026-06-29\|2.25\|-1.75\|2.29\|2.31\|2.21\|274411;2026-06-30\|2.21\|-1.78\|2.25\|2.27\|2.18\|309368;2026-07-01\|2.32\|4.98\|2.21\|2.34\|2.19\|417092;2026-07-02\|2.33\|0.43\|2.32\|2.38\|2.29\|344077;2026-07-03\|2.30\|-1.29\|2.32\|2.37\|2.27\|282965;2026-07-06\|2.31\|0.43\|2.29\|2.38\|2.28\|271369;2026-07-07\|2.21\|-4.33\|2.30\|2.31\|2.21\|211362;2026-07-08\|2.19\|-0.91\|2.20\|2.23\|2.17\|225137;2026-07-09\|2.20\|0.46\|2.17\|2.24\|2.15\|285511;2026-07-10\|2.25\|2.27\|2.19\|2.30\|2.15\|341163;2026-07-13\|2.15\|-4.44\|2.26\|2.26\|2.14\|282837;2026-07-14\|2.27\|5.58\|2.16\|2.28\|2.15\|376842;2026-07-15\|2.37\|4.41\|2.34\|2.42\|2.28\|494728;2026-07-16\|2.32\|-2.11\|2.37\|2.37\|2.30\|301690;2026-07-17\|2.28\|-1.72\|2.33\|2.42\|2.26\|384003;2026-07-20\|2.35\|3.07\|2.29\|2.40\|2.28\|413872;2026-07-21\|2.27\|-3.40\|2.32\|2.33\|2.22\|422272;2026-07-22\|2.34\|3.08\|2.23\|2.35\|2.23\|339006;2026-07-23\|2.42\|3.42\|2.32\|2.42\|2.30\|366157;2026-07-24\|2.30\|-4.96\|2.41\|2.43\|2.28\|354339
8927	全球规模最大的液化天然气出口工厂停摆	瓶级聚酯切片+PTA龙头+机器人概念行业原因：据央视财经4月6日报道，随着原油的上涨带动合成纤维涨价，整体涤纶的价格在近一个月内上涨超10%。涤纶长丝在今年3月份由每吨约7180元涨至每吨9300元，锦纶部分型号每吨单日跳涨2000元。公司原因： 1、据2025年半年报，公司的主营业务以瓶级聚酯切片、PTA的生产与销售为核心，以PBT工程塑料、热电的生产与销售等业务为补充。公司长期聚焦于“PTA—瓶级聚酯切片”产业链一体化发展，在聚酯行业积累了深厚实力，产能规模居全球前列，处于行业领先地位。 2、据2025年10月23日互动易，公司瓶级聚酯切片部分出口欧盟，国外营收占比较小。 3、据2025年6月25日公告，公司参投基金以股权投资方式切入安徽聆动通用机器人科技有限公司，布局人形机器人赛道。	公司旗下海伦石化拥有PTA产能180万吨/年，是目前中国和亚洲最大生产商之一，且拥有年产320万吨PTA技改扩能项目在建	2026-03-17\|3.30\|10.00\|2.97\|3.30\|2.86\|2539498;2026-03-18\|3.63\|10.00\|3.36\|3.63\|3.28\|4150099;2026-03-19\|3.29\|-9.37\|3.66\|3.86\|3.27\|5291437;2026-03-20\|2.96\|-10.03\|3.29\|3.37\|2.96\|3832417;2026-03-23\|2.66\|-10.14\|2.75\|2.86\|2.66\|3438113;2026-03-24\|2.70\|1.50\|2.66\|2.71\|2.53\|2770355;2026-03-25\|2.66\|-1.48\|2.59\|2.67\|2.57\|2266544;2026-03-26\|2.51\|-5.64\|2.63\|2.70\|2.49\|1882069;2026-03-27\|2.60\|3.59\|2.49\|2.64\|2.47\|2002998;2026-03-30\|2.54\|-2.31\|2.62\|2.70\|2.46\|1575584;2026-03-31\|2.42\|-4.72\|2.54\|2.57\|2.41\|1404455;2026-04-01\|2.51\|3.72\|2.47\|2.52\|2.43\|1253840;2026-04-02\|2.40\|-4.38\|2.48\|2.49\|2.39\|806438;2026-04-03\|2.29\|-4.58\|2.40\|2.41\|2.28\|780757;2026-04-07\|2.52\|10.04\|2.32\|2.52\|2.30\|836959;2026-04-08\|2.56\|1.59\|2.52\|2.60\|2.43\|2087697;2026-04-09\|2.51\|-1.95\|2.55\|2.60\|2.48\|1200449;2026-04-10\|2.48\|-1.20\|2.50\|2.52\|2.46\|875676;2026-04-13\|2.53\|2.02\|2.51\|2.54\|2.45\|948368;2026-04-14\|2.51\|-0.79\|2.54\|2.55\|2.47\|632478;2026-04-15\|2.43\|-3.19\|2.50\|2.50\|2.42\|574781;2026-04-16\|2.43\|0.00\|2.42\|2.45\|2.40\|509008;2026-04-17\|2.40\|-1.23\|2.43\|2.44\|2.39\|439834;2026-04-20\|2.45\|2.08\|2.41\|2.46\|2.41\|563133;2026-04-21\|2.47\|0.82\|2.44\|2.47\|2.41\|543418;2026-04-22\|2.44\|-1.21\|2.46\|2.47\|2.41\|406321;2026-04-23\|2.40\|-1.64\|2.43\|2.46\|2.38\|508302;2026-04-24\|2.64\|10.00\|2.40\|2.64\|2.38\|1475914;2026-04-27\|2.66\|0.76\|2.64\|2.76\|2.56\|2281366;2026-04-28\|2.67\|0.38\|2.64\|2.72\|2.63\|1424373;2026-04-30\|2.54\|-4.87\|2.54\|2.54\|2.54\|15400;2026-05-06\|2.41\|-5.12\|2.41\|2.41\|2.41\|10439;2026-05-07\|2.29\|-4.98\|2.29\|2.29\|2.29\|14656;2026-05-08\|2.18\|-4.80\|2.18\|2.18\|2.18\|9398;2026-05-11\|2.07\|-5.05\|2.07\|2.07\|2.07\|16012;2026-05-12\|1.97\|-4.83\|1.97\|1.97\|1.97\|8827;2026-05-13\|1.87\|-5.08\|1.87\|1.87\|1.87\|45170;2026-05-14\|1.78\|-4.81\|1.78\|1.78\|1.78\|110966;2026-05-15\|1.69\|-5.06\|1.69\|1.69\|1.69\|23106;2026-05-18\|1.61\|-4.73\|1.61\|1.61\|1.61\|35687;2026-05-19\|1.53\|-4.97\|1.53\|1.53\|1.53\|19391;2026-05-20\|1.45\|-5.23\|1.45\|1.49\|1.45\|1478046;2026-05-21\|1.38\|-4.83\|1.38\|1.41\|1.38\|789520;2026-05-22\|1.31\|-5.07\|1.31\|1.36\|1.31\|1799387;2026-05-25\|1.38\|5.34\|1.28\|1.38\|1.28\|1481602;2026-05-26\|1.31\|-5.07\|1.39\|1.39\|1.31\|1121841;2026-05-27\|1.29\|-1.53\|1.26\|1.31\|1.24\|837588;2026-05-28\|1.35\|4.65\|1.29\|1.35\|1.28\|517086;2026-05-29\|1.42\|5.19\|1.39\|1.42\|1.37\|1262952;2026-06-01\|1.46\|2.82\|1.41\|1.49\|1.35\|1383202;2026-06-02\|1.53\|4.79\|1.42\|1.53\|1.41\|1216206;2026-06-03\|1.47\|-3.92\|1.53\|1.57\|1.46\|1083337;2026-06-04\|1.40\|-4.76\|1.44\|1.45\|1.40\|782832;2026-06-05\|1.37\|-2.14\|1.37\|1.42\|1.34\|702804;2026-06-08\|1.32\|-3.65\|1.32\|1.38\|1.31\|554752;2026-06-09\|1.35\|2.27\|1.33\|1.38\|1.32\|570495;2026-06-10\|1.42\|5.19\|1.39\|1.42\|1.39\|859840;2026-06-11\|1.40\|-1.41\|1.37\|1.42\|1.35\|780140;2026-06-12\|1.46\|4.29\|1.41\|1.47\|1.41\|899501;2026-06-15\|1.50\|2.74\|1.44\|1.53\|1.42\|836005;2026-06-16\|1.58\|5.33\|1.49\|1.58\|1.47\|636509;2026-06-17\|1.66\|5.06\|1.63\|1.66\|1.62\|195086;2026-06-18\|1.71\|3.01\|1.74\|1.74\|1.64\|1423076;2026-06-22\|1.62\|-5.26\|1.62\|1.62\|1.62\|195702;2026-06-23\|1.54\|-4.94\|1.54\|1.54\|1.54\|99964;2026-06-24\|1.58\|2.60\|1.46\|1.61\|1.46\|883260;2026-06-25\|1.50\|-5.06\|1.53\|1.56\|1.50\|604108;2026-06-26\|1.50\|0.00\|1.51\|1.56\|1.50\|375316;2026-06-29\|1.58\|5.33\|1.50\|1.58\|1.50\|499681;2026-06-30\|1.66\|5.06\|1.59\|1.66\|1.58\|270549;2026-07-01\|1.63\|-1.81\|1.74\|1.74\|1.59\|669495;2026-07-02\|1.67\|2.45\|1.65\|1.71\|1.65\|593635;2026-07-03\|1.65\|-1.20\|1.59\|1.69\|1.59\|501942;2026-07-06\|1.73\|4.85\|1.65\|1.80\|1.65\|617950;2026-07-07\|1.76\|1.73\|1.73\|1.82\|1.65\|606681;2026-07-08\|1.87\|6.25\|1.79\|1.93\|1.78\|856929;2026-07-09\|1.72\|-8.02\|1.87\|1.87\|1.68\|923161;2026-07-10\|1.82\|5.81\|1.72\|1.82\|1.72\|512236;2026-07-13\|1.88\|3.30\|1.79\|1.92\|1.77\|548239;2026-07-14\|1.88\|0.00\|1.87\|1.94\|1.83\|583855;2026-07-15\|1.87\|-0.53\|1.83\|1.87\|1.80\|434410;2026-07-16\|1.83\|-2.14\|1.86\|1.93\|1.82\|393654;2026-07-17\|1.67\|-8.74\|1.80\|1.82\|1.65\|658778;2026-07-20\|1.68\|0.60\|1.71\|1.74\|1.66\|323755;2026-07-21\|1.63\|-2.98\|1.69\|1.70\|1.51\|518457;2026-07-22\|1.60\|-1.84\|1.63\|1.70\|1.59\|254298;2026-07-23\|1.60\|0.00\|1.61\|1.62\|1.56\|223364;2026-07-24\|1.59\|-0.62\|1.62\|1.66\|1.58\|219850
8926	全球规模最大的液化天然气出口工厂停摆	煤化工+甲醇+尿素行业原因： 1、据国投期货4月7日指出，美伊冲突升级致霍尔木兹海峡封锁，中东甲醇出口受阻，全球供给收缩。 2、油价高企放大煤化工替代经济性，煤制烯烃价差优势凸显，强化板块盈利预期。公司原因： 1、据2024年年报，公司全资子公司桐梓化工具备年产52万吨尿素，煤化工产能规模居贵州前列。 2、据2024年年报，“赤”牌尿素在贵州市场占有率领先，品牌渠道优势显著，为区域氮肥龙头。 3、据2024年年报，公司正推进装置节能降耗改造，延伸合成氨、尿素、甲醇下游精细化工与新材料，提升产品附加值。	贵州最大的甲醇生产企业；全资子公司桐梓化工拥有甲醇产能30万吨/年，产品主要是外销，采用世界最先进的德士古技术，甲醇质量可以与天然气装置质量并驾齐驱	2026-03-17\|5.29\|9.98\|4.60\|5.29\|4.60\|4595403;2026-03-18\|5.00\|-5.48\|5.29\|5.40\|4.77\|4060388;2026-03-19\|4.67\|-6.60\|5.30\|5.35\|4.55\|3638075;2026-03-20\|4.26\|-8.78\|4.40\|4.66\|4.22\|3089743;2026-03-23\|3.87\|-9.15\|4.07\|4.29\|3.83\|3218113;2026-03-24\|4.02\|3.88\|3.90\|4.04\|3.68\|3225310;2026-03-25\|3.98\|-0.99\|3.83\|4.09\|3.83\|2789449;2026-03-26\|3.88\|-2.51\|4.08\|4.16\|3.83\|3145410;2026-03-27\|4.27\|10.05\|3.77\|4.27\|3.77\|3202950;2026-03-30\|4.34\|1.64\|4.37\|4.58\|4.18\|3815652;2026-03-31\|3.94\|-9.22\|4.30\|4.37\|3.93\|2713627;2026-04-01\|3.84\|-2.54\|3.97\|4.00\|3.79\|2144326;2026-04-02\|3.79\|-1.30\|3.86\|3.94\|3.73\|2028180;2026-04-03\|3.47\|-8.44\|3.70\|3.74\|3.41\|1848056;2026-04-07\|3.82\|10.09\|3.52\|3.82\|3.49\|1968878;2026-04-08\|3.88\|1.57\|3.75\|3.94\|3.70\|2371150;2026-04-09\|3.84\|-1.03\|3.94\|4.15\|3.71\|2215384;2026-04-10\|3.74\|-2.60\|3.86\|3.87\|3.67\|1353601;2026-04-13\|3.79\|1.34\|3.86\|3.88\|3.65\|1468479;2026-04-14\|3.68\|-2.90\|3.76\|3.79\|3.62\|1274907;2026-04-15\|3.53\|-4.08\|3.66\|3.67\|3.52\|996661;2026-04-16\|3.60\|1.98\|3.59\|3.62\|3.47\|877458;2026-04-17\|3.46\|-3.89\|3.59\|3.64\|3.42\|1184766;2026-04-20\|3.51\|1.45\|3.46\|3.51\|3.34\|995418;2026-04-21\|3.54\|0.85\|3.49\|3.61\|3.37\|1394246;2026-04-22\|3.56\|0.56\|3.55\|3.65\|3.47\|1513205;2026-04-23\|3.68\|3.37\|3.56\|3.89\|3.42\|2603484;2026-04-24\|3.96\|7.61\|3.58\|4.05\|3.53\|3602410;2026-04-27\|3.68\|-7.07\|3.88\|3.88\|3.61\|2517848;2026-04-28\|4.05\|10.05\|3.68\|4.05\|3.68\|2568665;2026-04-29\|4.21\|3.95\|4.07\|4.35\|4.00\|3889282;2026-04-30\|4.09\|-2.85\|4.17\|4.22\|4.00\|2152520;2026-05-06\|4.05\|-0.98\|4.00\|4.09\|3.88\|2097183;2026-05-07\|3.93\|-2.96\|3.96\|4.00\|3.88\|1820728;2026-05-08\|3.85\|-2.04\|3.95\|3.97\|3.76\|1685591;2026-05-11\|3.92\|1.82\|3.86\|4.05\|3.85\|1962016;2026-05-12\|3.72\|-5.10\|3.88\|3.90\|3.68\|1576718;2026-05-13\|3.71\|-0.27\|3.68\|3.80\|3.65\|1128978;2026-05-14\|3.62\|-2.43\|3.68\|3.84\|3.59\|1542088;2026-05-15\|3.66\|1.10\|3.52\|3.81\|3.50\|1487110;2026-05-18\|3.62\|-1.09\|3.63\|3.71\|3.57\|897929;2026-05-19\|3.42\|-5.52\|3.60\|3.62\|3.35\|1226581;2026-05-20\|3.28\|-4.09\|3.42\|3.42\|3.21\|908727;2026-05-21\|3.10\|-5.49\|3.24\|3.27\|3.08\|888743;2026-05-22\|3.16\|1.94\|3.10\|3.17\|3.04\|616354;2026-05-25\|3.15\|-0.32\|3.10\|3.17\|3.09\|537231;2026-05-26\|3.10\|-1.59\|3.11\|3.13\|3.05\|558735;2026-05-27\|3.03\|-2.26\|3.09\|3.10\|2.99\|624435;2026-05-28\|3.10\|2.31\|3.04\|3.11\|3.01\|574480;2026-05-29\|3.01\|-2.90\|3.09\|3.10\|2.99\|565107;2026-06-01\|3.10\|2.99\|3.00\|3.14\|2.99\|655712;2026-06-02\|3.02\|-2.58\|3.14\|3.15\|2.97\|616087;2026-06-03\|3.03\|0.33\|3.00\|3.04\|2.96\|548602;2026-06-04\|2.97\|-1.98\|3.01\|3.03\|2.93\|578530;2026-06-05\|2.94\|-1.01\|2.96\|3.02\|2.92\|579953;2026-06-08\|2.97\|1.02\|2.92\|3.15\|2.88\|1151918;2026-06-09\|2.85\|-4.04\|2.92\|2.96\|2.80\|786250;2026-06-10\|2.82\|-1.05\|2.80\|3.00\|2.79\|743210;2026-06-11\|3.00\|6.38\|2.90\|3.06\|2.79\|1705541;2026-06-12\|2.87\|-4.33\|2.87\|2.95\|2.76\|1385047;2026-06-15\|2.85\|-0.70\|2.82\|2.90\|2.79\|866321;2026-06-16\|2.83\|-0.70\|2.84\|2.87\|2.77\|694392;2026-06-17\|2.69\|-4.95\|2.82\|2.82\|2.68\|817735;2026-06-18\|2.63\|-2.23\|2.66\|2.66\|2.57\|594565;2026-06-22\|2.74\|4.18\|2.63\|2.74\|2.59\|771494;2026-06-23\|2.79\|1.82\|2.72\|2.92\|2.71\|1204285;2026-06-24\|2.64\|-5.38\|2.75\|2.78\|2.61\|642487;2026-06-25\|2.54\|-3.79\|2.62\|2.63\|2.51\|551847;2026-06-26\|2.46\|-3.15\|2.54\|2.55\|2.45\|456341;2026-06-29\|2.47\|0.41\|2.46\|2.49\|2.39\|499317;2026-06-30\|2.44\|-1.21\|2.48\|2.48\|2.40\|402122;2026-07-01\|2.54\|4.10\|2.43\|2.56\|2.41\|712454;2026-07-02\|2.55\|0.39\|2.52\|2.63\|2.49\|546726;2026-07-03\|2.49\|-2.35\|2.55\|2.55\|2.46\|470733;2026-07-06\|2.50\|0.40\|2.50\|2.57\|2.48\|431177;2026-07-07\|2.41\|-3.60\|2.48\|2.49\|2.39\|378023;2026-07-08\|2.40\|-0.41\|2.46\|2.47\|2.37\|366352;2026-07-09\|2.43\|1.25\|2.43\|2.52\|2.37\|758254;2026-07-10\|2.56\|5.35\|2.41\|2.67\|2.37\|1431933;2026-07-13\|2.41\|-5.86\|2.53\|2.62\|2.40\|860318;2026-07-14\|2.65\|9.96\|2.52\|2.65\|2.43\|1404221;2026-07-15\|2.92\|10.19\|2.68\|2.92\|2.66\|1696591;2026-07-16\|2.78\|-4.79\|2.98\|3.15\|2.78\|2346444;2026-07-17\|3.06\|10.07\|2.80\|3.06\|2.79\|2530498;2026-07-20\|3.37\|10.13\|3.00\|3.37\|2.90\|2934019;2026-07-21\|3.03\|-10.09\|3.13\|3.15\|3.03\|1088058;2026-07-22\|3.15\|3.96\|2.80\|3.24\|2.80\|2060654;2026-07-23\|3.34\|6.03\|3.03\|3.46\|2.94\|2525185;2026-07-24\|3.13\|-6.29\|3.23\|3.50\|3.08\|2271822
8925	“算电协同”首次写入政府工作报告	绿电算力+增量配网+年报预增+照明组件行业原因：东莞证券近日研报指出，PCB产业链2025年业绩实现高速增长，AI驱动PCB往高性能、高密度方向升级，高多层板、高阶HDI等高价值量产品需求加大，同时也带动了高端覆铜板材料、钻针耗材及设备等环节增长。展望后续，PCB领域25Q4业绩出现扰动，但随着新一代计算平台陆续量产，以及未来正交背板、CoWoP等新技术落地，产品价值量有望大幅提升。公司原因： 1、据2025年7月21日公告，公司以9,000万元增资全资子公司北网智算，依托增量配电网低价绿电切入“绿色电力+算力服务”赛道，打造高绿电占比、低电价成本的算力中心整体解决方案。 2、据2025年10月17日投资者活动记录表，公司建成投运新能源装机160.7兆瓦，增量配电网“发配售一体化”模式已在内蒙古、吉林等地复制推广，新能源业务已成第二增长曲线。 3、据2025年1月30日公司业绩预告，公司预计2025年1-12月业绩大幅上升，归属于上市公司股东的净利润为1755.08万至2632.62万，净利润同比增长118.14%至227.21%。 4、据2025年4月29日年度报告，公司深耕LED照明结构组件，为昕诺飞、欧司朗、欧普照明等全球龙头稳定供货，保持照明供应链配套领先地位。	1、公司以9,000万元增资北网智算，依托增量配电网低价绿电切入“绿色电力+算力服务”赛道，打造高绿电占比、低电价成本的算力中心整体解决方案； 2、公司主要产品包括印制电路板，主要应用于照明市场及显示背光源市场	2026-03-17\|29.65\|10.02\|26.98\|29.65\|26.51\|60126;2026-03-18\|29.76\|0.37\|29.65\|29.86\|28.11\|74585;2026-03-19\|28.39\|-4.60\|29.66\|29.66\|28.16\|51278;2026-03-20\|27.07\|-4.65\|28.38\|29.00\|27.00\|38687;2026-03-23\|25.54\|-5.65\|27.00\|27.00\|25.00\|37615;2026-03-24\|27.32\|6.97\|26.30\|27.50\|25.82\|34564;2026-03-25\|28.80\|5.42\|27.41\|28.93\|27.01\|37695;2026-03-26\|27.85\|-3.30\|28.66\|29.57\|27.68\|26242;2026-03-27\|27.70\|-0.54\|27.72\|27.98\|27.04\|20623;2026-03-30\|29.71\|7.26\|27.53\|29.84\|27.00\|53560;2026-03-31\|29.80\|0.30\|29.50\|31.39\|29.12\|51393;2026-04-01\|32.13\|7.82\|30.50\|32.78\|30.36\|73968;2026-04-02\|32.24\|0.34\|32.77\|32.78\|31.10\|46173;2026-04-03\|31.17\|-3.32\|32.13\|32.80\|31.12\|37078;2026-04-07\|28.55\|-8.41\|30.99\|31.23\|28.35\|59462;2026-04-08\|29.19\|2.24\|29.17\|30.59\|29.12\|48728;2026-04-09\|28.45\|-2.54\|28.80\|29.25\|28.45\|29769;2026-04-10\|29.54\|3.83\|29.13\|30.77\|28.16\|54940;2026-04-13\|29.08\|-1.56\|29.55\|29.65\|28.70\|26762;2026-04-14\|29.36\|0.96\|29.25\|29.66\|28.70\|33010;2026-04-15\|29.29\|-0.24\|29.50\|30.20\|29.09\|25783;2026-04-16\|30.98\|5.77\|29.58\|31.26\|28.80\|56741;2026-04-17\|31.56\|1.87\|31.10\|31.91\|30.52\|52768;2026-04-20\|31.03\|-1.68\|31.71\|31.95\|30.63\|43462;2026-04-21\|30.92\|-0.35\|30.72\|31.40\|30.38\|31632;2026-04-22\|32.26\|4.33\|30.85\|32.45\|30.41\|48702;2026-04-23\|31.96\|-0.93\|32.13\|32.57\|30.86\|36892;2026-04-24\|31.72\|-0.75\|31.97\|32.49\|31.08\|28321;2026-04-27\|33.79\|6.53\|31.34\|33.89\|31.34\|52314;2026-04-28\|33.40\|-1.15\|33.51\|34.28\|33.10\|37039;2026-04-29\|34.24\|2.52\|32.91\|34.87\|32.91\|38682;2026-04-30\|32.82\|-4.15\|34.47\|34.96\|32.59\|46268;2026-05-06\|31.87\|-2.89\|33.03\|33.30\|31.46\|50844;2026-05-07\|32.30\|1.35\|32.00\|33.46\|31.31\|45448;2026-05-08\|32.88\|1.80\|31.98\|33.06\|31.81\|25507;2026-05-11\|35.07\|6.66\|33.11\|35.50\|33.00\|55534;2026-05-12\|34.96\|-0.31\|35.10\|35.20\|33.97\|34045;2026-05-13\|34.34\|-1.77\|35.50\|35.90\|34.28\|45728;2026-05-14\|33.13\|-3.52\|34.58\|34.60\|32.28\|40595;2026-05-15\|32.43\|-2.11\|32.80\|33.63\|32.29\|25550;2026-05-18\|32.21\|-0.68\|32.35\|32.42\|31.40\|25418;2026-05-19\|32.89\|2.11\|32.21\|33.86\|31.90\|24454;2026-05-20\|32.78\|-0.33\|32.99\|33.10\|32.30\|17691;2026-05-21\|31.40\|-4.21\|33.00\|33.34\|31.00\|28200;2026-05-22\|32.55\|3.66\|31.40\|32.79\|31.38\|19513;2026-05-25\|32.56\|0.03\|32.75\|34.30\|31.81\|29359;2026-05-26\|35.82\|10.01\|32.44\|35.82\|31.95\|99290;2026-05-27\|35.76\|-0.17\|36.18\|36.91\|35.10\|97991;2026-05-28\|34.88\|-2.46\|35.38\|36.31\|33.81\|82815;2026-05-29\|33.14\|-4.99\|35.00\|35.38\|32.50\|53975;2026-06-01\|32.78\|-1.09\|33.20\|33.82\|32.63\|40872;2026-06-02\|32.90\|0.37\|32.60\|33.10\|32.31\|31349;2026-06-03\|33.30\|1.22\|32.74\|34.00\|32.45\|45015;2026-06-04\|33.70\|1.20\|32.93\|33.78\|32.85\|30110;2026-06-05\|33.41\|-0.86\|33.72\|33.99\|32.68\|31009;2026-06-08\|31.86\|-4.64\|32.30\|33.00\|31.86\|27302;2026-06-09\|31.88\|0.06\|32.30\|32.35\|30.70\|27391;2026-06-10\|31.20\|-2.13\|31.33\|32.50\|30.08\|31366;2026-06-11\|30.00\|-3.85\|30.67\|30.83\|29.31\|30330;2026-06-12\|30.19\|0.63\|30.17\|31.59\|30.01\|20015;2026-06-15\|31.61\|4.70\|30.50\|32.20\|30.30\|29378;2026-06-16\|31.94\|1.04\|31.80\|32.26\|31.30\|20257;2026-06-17\|31.80\|-0.44\|32.18\|32.68\|31.50\|22148;2026-06-18\|31.07\|-2.30\|31.50\|31.77\|30.91\|22228;2026-06-22\|30.35\|-2.32\|30.89\|31.02\|29.80\|30232;2026-06-23\|30.95\|1.98\|30.36\|31.36\|29.90\|21346;2026-06-24\|30.18\|-2.49\|31.84\|32.26\|29.54\|25007;2026-06-25\|29.80\|-1.26\|30.30\|30.46\|29.50\|15850;2026-06-26\|29.10\|-2.35\|29.73\|30.13\|29.10\|21767;2026-06-29\|28.55\|-1.89\|29.35\|31.20\|28.38\|35456;2026-06-30\|28.50\|-0.18\|28.55\|28.82\|27.76\|29806;2026-07-01\|27.61\|-3.12\|27.94\|28.73\|27.51\|27542;2026-07-02\|27.73\|0.43\|27.75\|28.45\|27.24\|25297;2026-07-03\|29.41\|6.06\|27.33\|29.68\|27.33\|28344;2026-07-06\|29.55\|0.48\|29.99\|31.36\|28.87\|33951;2026-07-07\|28.25\|-4.40\|29.11\|29.55\|28.20\|23805;2026-07-08\|27.57\|-2.41\|28.03\|28.45\|27.15\|16472;2026-07-09\|28.64\|3.99\|27.59\|28.77\|26.83\|20379;2026-07-10\|29.75\|3.88\|28.62\|31.40\|28.54\|59742;2026-07-13\|27.15\|-8.74\|29.58\|29.73\|27.01\|45021;2026-07-14\|27.24\|0.33\|27.12\|27.59\|26.48\|18855;2026-07-15\|27.22\|-0.07\|27.25\|28.23\|27.02\|20162;2026-07-16\|26.90\|-1.18\|27.18\|27.48\|26.70\|14518;2026-07-17\|27.22\|1.19\|27.73\|27.73\|26.16\|31127;2026-07-20\|25.73\|-5.47\|27.51\|27.74\|24.52\|38798;2026-07-21\|26.50\|2.99\|25.11\|26.96\|23.27\|39058;2026-07-22\|25.79\|-2.68\|26.19\|26.68\|25.08\|20455;2026-07-23\|25.82\|0.12\|25.51\|26.35\|25.50\|12774;2026-07-24\|26.00\|0.70\|25.51\|26.20\|25.12\|12662

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