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
118012	MPO、FAU、CPO等行业新技术受关注	800G交换机+硅光芯片+机器人代工+唐山国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月7日公告，公司拟以5,000万元增资弘光向尚，获7.06%股权，标的公司400G/800G/1.6T硅光芯片已具备完整供应链，可适配数据中心及5G/6G场景，形成CPO概念联动。 2、据2025年年度报告，公司具备100-800G数据中心交换机代工能力，2025年服务器累计产出超4万台，数通业务收入同比增长18.04%，直接受益AI算力需求。 3、据2025年年度报告及2026年5月11日机构调研，公司清洁及家居机器人业务首年营收超1.8亿元并实现盈利，越南基地为北美S客户整机代工，产能快速释放。 4、据2026年3月5日公告及公司披露，唐山工业控股集团有限公司为控股股东，最终控制人为唐山市国资委，具备地方国资背景。	1、参股孙公司山东华云光电技术有限公司致力于光模块等产品的研发、生产及销售； 2、公司Wi-Fi7万兆路由器实现批量生产及出货，持续获取国内外大客户 Wi-Fi7 新项目，成功完成国内海思方案Wi-Fi 产品开发； 3、参股公司芯物科技近期获多家半导体产业链公司入股，标的是国家级传感器技术和工艺的研发平台	2026-03-03\|11.46\|-6.07\|12.20\|12.28\|11.44\|352640;2026-03-04\|11.30\|-1.40\|11.24\|11.57\|11.18\|212820;2026-03-05\|11.76\|4.07\|11.55\|11.91\|11.54\|281568;2026-03-06\|12.34\|4.93\|11.69\|12.55\|11.66\|454764;2026-03-09\|12.21\|-1.05\|12.16\|12.29\|11.65\|381049;2026-03-10\|12.60\|3.19\|12.44\|12.66\|12.34\|380415;2026-03-11\|12.97\|2.94\|12.73\|13.22\|12.68\|545236;2026-03-12\|12.79\|-1.39\|12.77\|13.17\|12.62\|355668;2026-03-13\|12.54\|-1.95\|12.60\|12.83\|12.41\|259886;2026-03-16\|12.77\|1.83\|12.47\|12.81\|12.31\|307950;2026-03-17\|12.18\|-4.62\|12.77\|12.82\|12.17\|300184;2026-03-18\|12.84\|5.42\|12.42\|12.86\|12.24\|349935;2026-03-19\|12.71\|-1.01\|12.66\|12.96\|12.63\|357567;2026-03-20\|12.26\|-3.54\|12.90\|12.97\|12.20\|356227;2026-03-23\|11.04\|-9.95\|11.84\|11.98\|11.03\|499022;2026-03-24\|11.63\|5.34\|11.24\|11.65\|10.76\|465620;2026-03-25\|12.79\|9.97\|11.75\|12.79\|11.75\|629459;2026-03-26\|13.09\|2.35\|13.00\|13.59\|12.87\|984232;2026-03-27\|13.07\|-0.15\|13.15\|13.30\|12.77\|486346;2026-03-30\|13.09\|0.15\|12.86\|13.20\|12.71\|422378;2026-03-31\|13.16\|0.53\|12.96\|13.38\|12.69\|483564;2026-04-01\|13.37\|1.60\|13.08\|13.44\|13.08\|803397;2026-04-02\|13.06\|-2.32\|13.25\|13.43\|13.02\|563807;2026-04-03\|13.25\|1.45\|13.32\|13.36\|12.84\|532281;2026-04-07\|13.71\|3.47\|13.28\|13.83\|13.20\|806646;2026-04-08\|13.96\|1.82\|13.77\|13.96\|13.55\|872552;2026-04-09\|14.41\|3.22\|13.67\|14.47\|13.58\|961351;2026-04-10\|13.79\|-4.30\|14.22\|14.26\|13.74\|858385;2026-04-13\|14.18\|2.83\|13.59\|14.47\|13.55\|778603;2026-04-14\|13.92\|-1.83\|14.17\|14.28\|13.81\|644396;2026-04-15\|13.66\|-1.87\|13.90\|14.03\|13.57\|495911;2026-04-16\|13.80\|1.02\|13.65\|14.02\|13.45\|426543;2026-04-17\|15.18\|10.00\|13.78\|15.18\|13.78\|712268;2026-04-20\|14.85\|-2.17\|15.03\|15.03\|14.65\|991750;2026-04-21\|14.44\|-2.76\|14.88\|14.91\|14.17\|681048;2026-04-22\|15.16\|4.99\|14.31\|15.49\|14.31\|988337;2026-04-23\|14.57\|-3.89\|15.16\|15.28\|14.50\|701109;2026-04-24\|15.11\|3.71\|14.48\|15.32\|14.07\|937585;2026-04-27\|14.73\|-2.51\|14.93\|14.93\|14.33\|609053;2026-04-28\|13.98\|-5.09\|14.52\|14.87\|13.72\|660009;2026-04-29\|14.65\|4.79\|13.80\|15.38\|13.77\|973960;2026-04-30\|14.64\|-0.07\|14.60\|15.06\|14.23\|656865;2026-05-06\|15.04\|2.73\|14.71\|15.29\|14.71\|687263;2026-05-07\|15.33\|1.93\|16.00\|16.12\|15.14\|1167270;2026-05-08\|15.73\|2.61\|15.33\|15.87\|14.88\|1079778;2026-05-11\|15.94\|1.33\|15.84\|16.09\|15.19\|1073166;2026-05-12\|15.88\|-0.38\|15.71\|16.38\|15.50\|847824;2026-05-13\|16.09\|1.32\|15.32\|16.21\|15.31\|804135;2026-05-14\|17.70\|10.01\|17.70\|17.70\|17.00\|957353;2026-05-15\|15.93\|-10.00\|16.88\|16.88\|15.93\|1387604;2026-05-18\|15.63\|-1.88\|15.19\|15.97\|14.73\|725170;2026-05-19\|15.52\|-0.70\|15.43\|15.61\|14.88\|691278;2026-05-20\|15.58\|0.39\|15.51\|16.05\|15.07\|661014;2026-05-21\|14.02\|-10.01\|15.58\|15.58\|14.02\|948573;2026-05-22\|14.22\|1.43\|14.02\|14.30\|13.80\|544296;2026-05-25\|14.18\|-0.28\|14.11\|14.58\|13.91\|455661;2026-05-26\|13.41\|-5.43\|13.98\|14.00\|13.15\|586470;2026-05-27\|12.90\|-3.80\|13.30\|13.38\|12.80\|429671;2026-05-28\|13.39\|3.80\|12.78\|13.50\|12.71\|430148;2026-05-29\|12.79\|-4.48\|13.59\|13.67\|12.62\|404602;2026-06-01\|12.59\|-1.56\|12.79\|13.00\|12.54\|279318;2026-06-02\|12.68\|0.71\|12.56\|12.81\|12.29\|298666;2026-06-03\|12.98\|2.37\|13.17\|13.49\|12.81\|524715;2026-06-04\|13.25\|2.08\|13.24\|13.75\|13.18\|454898;2026-06-05\|13.41\|1.21\|12.99\|13.71\|12.91\|509377;2026-06-08\|12.35\|-7.90\|12.89\|13.01\|12.26\|424751;2026-06-09\|12.61\|2.11\|12.46\|12.62\|12.21\|295578;2026-06-10\|12.11\|-3.97\|12.42\|12.44\|11.94\|313389;2026-06-11\|11.91\|-1.65\|12.05\|12.20\|11.83\|229263;2026-06-12\|12.16\|2.10\|12.12\|12.43\|12.11\|262434;2026-06-15\|12.72\|4.61\|12.38\|12.75\|12.25\|314207;2026-06-16\|12.93\|1.65\|12.72\|13.05\|12.60\|287040;2026-06-17\|13.32\|3.02\|12.73\|13.46\|12.71\|400666;2026-06-18\|13.20\|-0.90\|13.44\|13.44\|13.06\|313041;2026-06-22\|13.12\|-0.61\|13.15\|13.37\|12.68\|347077;2026-06-23\|12.77\|-2.67\|13.05\|13.18\|12.66\|285502;2026-06-24\|12.66\|-0.86\|12.75\|12.94\|12.53\|260645;2026-06-25\|12.36\|-2.37\|12.78\|12.81\|12.22\|288792;2026-06-26\|11.64\|-5.83\|12.22\|12.22\|11.61\|303417;2026-06-29\|11.01\|-5.17\|11.50\|11.55\|10.70\|300473;2026-06-30\|12.11\|9.99\|11.12\|12.11\|10.91\|315172;2026-07-01\|12.05\|-0.50\|12.11\|12.42\|12.01\|377930;2026-07-02\|11.79\|-2.16\|11.95\|12.22\|11.61\|300133;2026-07-03\|12.20\|3.48\|12.24\|12.58\|12.00\|386878;2026-07-06\|13.42\|10.00\|12.01\|13.42\|11.85\|718623;2026-07-07\|13.51\|0.67\|12.93\|13.93\|12.81\|951815;2026-07-08\|14.44\|6.88\|13.31\|14.72\|13.26\|1075792;2026-07-09\|13.42\|-7.06\|13.30\|13.95\|13.00\|1027461;2026-07-10\|14.20\|5.81\|13.46\|14.43\|13.41\|935607
118011	MPO、FAU、CPO等行业新技术受关注	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域；一季度业绩同比减亏； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-03\|20.72\|-0.14\|21.04\|22.22\|20.70\|149846;2026-03-04\|20.30\|-2.03\|20.05\|20.75\|19.95\|78567;2026-03-05\|20.43\|0.64\|20.60\|20.88\|20.37\|62757;2026-03-06\|20.91\|2.35\|20.47\|21.22\|20.20\|81128;2026-03-09\|20.24\|-3.20\|20.40\|20.57\|19.42\|119699;2026-03-10\|21.54\|6.42\|20.59\|21.81\|20.59\|153132;2026-03-11\|22.01\|2.18\|21.56\|22.49\|21.56\|184348;2026-03-12\|22.02\|0.05\|21.92\|22.66\|21.80\|137407;2026-03-13\|22.08\|0.27\|21.83\|22.76\|21.49\|157090;2026-03-16\|22.41\|1.49\|21.95\|22.48\|21.86\|114974;2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131
118010	MPO、FAU、CPO等行业新技术受关注	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，此前公司联合字节跳动、是德科技共同进行了基于51.2Tbps交换机满配800G LPO光模块的蛇形打流测试	2026-03-03\|85.22\|-6.37\|90.89\|90.89\|84.91\|77177;2026-03-04\|84.62\|-0.70\|84.25\|88.74\|84.10\|64778;2026-03-05\|85.68\|1.25\|87.90\|88.17\|84.00\|64664;2026-03-06\|85.00\|-0.79\|85.05\|86.93\|84.05\|42169;2026-03-09\|82.64\|-2.78\|83.50\|84.00\|77.00\|89672;2026-03-10\|88.31\|6.86\|84.26\|89.20\|84.21\|108505;2026-03-11\|93.64\|6.04\|88.30\|96.76\|87.25\|184247;2026-03-12\|96.60\|3.16\|93.17\|100.98\|92.65\|167427;2026-03-13\|91.94\|-4.82\|95.19\|95.54\|91.40\|97831;2026-03-16\|89.32\|-2.85\|91.87\|92.11\|87.65\|67672;2026-03-17\|81.82\|-8.40\|90.00\|90.21\|81.70\|110455;2026-03-18\|89.84\|9.80\|82.60\|91.00\|81.24\|130671;2026-03-19\|88.67\|-1.30\|87.95\|92.88\|87.00\|89880;2026-03-20\|85.60\|-3.46\|89.95\|91.76\|85.51\|94624;2026-03-23\|80.07\|-6.46\|83.63\|85.60\|79.19\|85002;2026-03-24\|81.93\|2.32\|80.97\|82.74\|78.83\|89927;2026-03-25\|85.40\|4.24\|83.27\|87.29\|83.27\|90092;2026-03-26\|82.48\|-3.42\|84.46\|86.70\|81.71\|67639;2026-03-27\|82.06\|-0.51\|81.22\|83.94\|79.41\|78696;2026-03-30\|79.71\|-2.86\|77.70\|80.49\|76.13\|102458;2026-03-31\|76.56\|-3.95\|79.04\|79.95\|76.09\|75302;2026-04-01\|81.55\|6.52\|78.58\|82.70\|78.50\|91732;2026-04-02\|80.34\|-1.48\|81.13\|83.93\|79.15\|68975;2026-04-03\|80.63\|0.36\|81.00\|82.48\|80.34\|61381;2026-04-07\|85.80\|6.41\|80.66\|87.00\|80.60\|126522;2026-04-08\|92.35\|7.63\|87.33\|92.50\|86.10\|160503;2026-04-09\|92.11\|-0.26\|89.60\|93.16\|89.60\|90745;2026-04-10\|90.44\|-1.81\|92.30\|92.80\|90.32\|84822;2026-04-13\|92.26\|2.01\|89.46\|94.88\|89.11\|86988;2026-04-14\|92.96\|0.76\|92.51\|93.99\|91.01\|77226;2026-04-15\|93.52\|0.60\|93.01\|96.50\|92.41\|119758;2026-04-16\|95.55\|2.17\|93.27\|97.50\|93.01\|105574;2026-04-17\|95.97\|0.44\|94.33\|98.00\|93.98\|92912;2026-04-20\|99.53\|3.71\|96.50\|100.37\|95.81\|133416;2026-04-21\|92.99\|-6.57\|93.10\|93.53\|89.00\|154062;2026-04-22\|95.74\|2.96\|92.82\|98.00\|91.50\|125071;2026-04-23\|92.30\|-3.59\|96.00\|96.62\|91.80\|92752;2026-04-24\|100.60\|8.99\|92.30\|102.50\|89.00\|175959;2026-04-27\|98.98\|-1.61\|100.67\|101.96\|96.75\|127907;2026-04-28\|93.18\|-5.86\|98.00\|98.95\|92.50\|104857;2026-04-29\|91.55\|-1.75\|91.81\|95.58\|91.52\|106564;2026-04-30\|92.92\|1.50\|92.03\|96.33\|89.05\|119513;2026-05-06\|101.62\|9.36\|96.01\|103.64\|96.01\|176661;2026-05-07\|99.00\|-2.58\|102.03\|102.04\|98.82\|116946;2026-05-08\|99.38\|0.38\|98.40\|100.92\|96.90\|101550;2026-05-11\|102.30\|2.94\|101.15\|105.42\|98.58\|132175;2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189;2026-07-10\|103.61\|-5.10\|108.10\|114.99\|103.60\|401749
118009	MPO、FAU、CPO等行业新技术受关注	光学器件+机器视觉+车载光学行业原因： 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29日互动易，公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段。公司具备光模块所需玻璃镜片、硅透镜的技术储备，与光模块整机业务属不同范畴。 2、据2026年5月18日投资者关系记录表，公司镜头和影像模组已用于机器视觉相关产业，并已成立智能感知事业部适应机器视觉发展需求。 3、据2025年年度报告，公司是全球ADAS镜头主力供应商，持续深化与Mobileye、Nvidia、地平线等平台战略合作，深耕车载光学领域。	1、公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段； 2、公司车载镜头（车内监控、前视ADAS、盲区监控）已获得特斯拉的认证通过，已有正式订单	2026-03-03\|11.22\|4.18\|11.30\|11.85\|11.15\|1462530;2026-03-04\|10.98\|-2.14\|10.82\|11.25\|10.82\|708808;2026-03-05\|11.15\|1.55\|11.23\|11.54\|11.06\|670814;2026-03-06\|10.84\|-2.78\|11.05\|11.14\|10.76\|528632;2026-03-09\|10.45\|-3.60\|10.62\|10.62\|10.12\|626978;2026-03-10\|10.51\|0.57\|10.64\|10.80\|10.46\|384342;2026-03-11\|10.60\|0.86\|10.50\|10.81\|10.50\|373709;2026-03-12\|10.47\|-1.23\|10.52\|10.72\|10.40\|316624;2026-03-13\|10.27\|-1.91\|10.34\|10.55\|10.27\|276645;2026-03-16\|10.37\|0.97\|10.20\|10.37\|10.08\|280591;2026-03-17\|10.09\|-2.70\|10.39\|10.45\|10.08\|283811;2026-03-18\|10.17\|0.79\|10.12\|10.20\|10.04\|200123;2026-03-19\|9.92\|-2.46\|10.00\|10.12\|9.90\|260484;2026-03-20\|9.72\|-2.02\|9.93\|10.15\|9.71\|257946;2026-03-23\|8.84\|-9.05\|9.34\|9.56\|8.80\|490992;2026-03-24\|8.98\|1.58\|9.03\|9.05\|8.68\|305028;2026-03-25\|9.05\|0.78\|9.09\|9.14\|9.01\|211159;2026-03-26\|8.91\|-1.55\|8.99\|9.23\|8.89\|260658;2026-03-27\|8.92\|0.11\|8.82\|8.96\|8.77\|180860;2026-03-30\|8.81\|-1.23\|8.80\|8.85\|8.60\|220239;2026-03-31\|8.69\|-1.36\|8.78\|8.89\|8.67\|181019;2026-04-01\|8.86\|1.96\|8.85\|8.89\|8.75\|163113;2026-04-02\|8.68\|-2.03\|8.89\|9.04\|8.65\|218268;2026-04-03\|8.90\|2.53\|8.79\|9.04\|8.57\|351692;2026-04-07\|9.01\|1.24\|8.86\|9.05\|8.86\|216538;2026-04-08\|9.27\|2.89\|9.15\|9.27\|9.10\|305738;2026-04-09\|9.17\|-1.08\|9.14\|9.38\|9.11\|233102;2026-04-10\|9.24\|0.76\|9.27\|9.38\|9.20\|243107;2026-04-13\|9.14\|-1.08\|9.20\|9.25\|9.11\|188872;2026-04-14\|9.10\|-0.44\|9.22\|9.25\|9.03\|214501;2026-04-15\|9.05\|-0.55\|9.16\|9.19\|9.00\|183359;2026-04-16\|9.23\|1.99\|9.15\|9.35\|9.05\|296289;2026-04-17\|9.12\|-1.19\|9.18\|9.20\|9.04\|228378;2026-04-20\|9.11\|-0.11\|9.10\|9.20\|9.07\|189911;2026-04-21\|8.97\|-1.54\|9.10\|9.11\|8.89\|263737;2026-04-22\|9.07\|1.11\|8.92\|9.10\|8.89\|220506;2026-04-23\|8.91\|-1.76\|9.07\|9.10\|8.86\|257139;2026-04-24\|8.78\|-1.46\|8.89\|8.95\|8.77\|175599;2026-04-27\|9.05\|3.08\|8.73\|9.07\|8.58\|301970;2026-04-28\|8.15\|-9.94\|8.15\|8.25\|8.15\|423405;2026-04-29\|7.90\|-3.07\|7.77\|7.99\|7.70\|650873;2026-04-30\|7.68\|-2.78\|7.85\|7.93\|7.61\|438472;2026-05-06\|7.90\|2.86\|7.78\|7.98\|7.70\|387500;2026-05-07\|8.12\|2.78\|7.90\|8.15\|7.85\|331502;2026-05-08\|8.43\|3.82\|8.12\|8.63\|8.00\|572289;2026-05-11\|8.76\|3.91\|8.59\|9.07\|8.41\|785743;2026-05-12\|8.67\|-1.03\|8.68\|8.76\|8.50\|452133;2026-05-13\|9.00\|3.81\|8.60\|9.13\|8.56\|565357;2026-05-14\|8.62\|-4.22\|9.06\|9.10\|8.62\|405815;2026-05-15\|8.38\|-2.78\|8.62\|8.74\|8.30\|353120;2026-05-18\|8.65\|3.22\|8.36\|8.85\|8.31\|360109;2026-05-19\|8.83\|2.08\|8.82\|8.94\|8.64\|404282;2026-05-20\|8.51\|-3.62\|8.75\|8.82\|8.47\|301034;2026-05-21\|9.36\|9.99\|8.77\|9.36\|8.77\|705547;2026-05-22\|10.30\|10.04\|10.09\|10.30\|9.52\|2058104;2026-05-25\|10.32\|0.19\|10.31\|10.93\|10.13\|2187767;2026-05-26\|10.78\|4.46\|10.44\|10.83\|10.21\|1776398;2026-05-27\|10.02\|-7.05\|10.44\|10.83\|9.86\|1565813;2026-05-28\|9.78\|-2.40\|9.87\|10.18\|9.51\|1121939;2026-05-29\|9.21\|-5.83\|10.60\|10.69\|9.03\|1246387;2026-06-01\|9.52\|3.37\|9.03\|9.84\|9.03\|862146;2026-06-02\|9.21\|-3.26\|9.37\|9.45\|9.02\|693347;2026-06-03\|8.91\|-3.26\|9.21\|9.44\|8.78\|849316;2026-06-04\|8.85\|-0.67\|8.70\|9.14\|8.61\|561639;2026-06-05\|9.09\|2.71\|8.81\|9.45\|8.47\|901607;2026-06-08\|8.62\|-5.17\|8.71\|8.98\|8.57\|557325;2026-06-09\|8.90\|3.25\|8.79\|9.28\|8.56\|670612;2026-06-10\|8.37\|-5.96\|8.75\|8.78\|8.27\|622062;2026-06-11\|7.96\|-4.90\|8.25\|8.29\|7.90\|475568;2026-06-12\|7.86\|-1.26\|8.12\|8.26\|7.83\|423359;2026-06-15\|8.15\|3.69\|7.92\|8.16\|7.91\|390107;2026-06-16\|8.49\|4.17\|8.15\|8.80\|8.01\|581862;2026-06-17\|8.70\|2.47\|8.40\|8.79\|8.40\|549263;2026-06-18\|8.61\|-1.03\|8.61\|8.66\|8.35\|438756;2026-06-22\|8.29\|-3.72\|8.61\|8.75\|8.14\|465032;2026-06-23\|8.15\|-1.69\|8.22\|8.52\|8.13\|375740;2026-06-24\|8.00\|-1.84\|8.10\|8.15\|7.84\|391874;2026-06-25\|7.38\|-7.75\|7.95\|8.05\|7.31\|649694;2026-06-26\|7.25\|-1.76\|7.33\|7.59\|7.20\|475648;2026-06-29\|6.88\|-5.10\|7.20\|7.32\|6.74\|500741;2026-06-30\|7.57\|10.03\|6.96\|7.57\|6.93\|392627;2026-07-01\|7.57\|0.00\|7.70\|7.86\|7.51\|657372;2026-07-02\|7.32\|-3.30\|7.57\|7.79\|7.30\|448899;2026-07-03\|7.42\|1.37\|7.36\|7.59\|7.20\|413116;2026-07-06\|6.99\|-5.80\|7.43\|7.46\|6.97\|425959;2026-07-07\|6.73\|-3.72\|7.06\|7.10\|6.71\|318229;2026-07-08\|6.55\|-2.67\|6.70\|6.74\|6.42\|285312;2026-07-09\|6.72\|2.60\|6.58\|6.74\|6.37\|330251;2026-07-10\|6.76\|0.60\|6.67\|6.89\|6.60\|324023
118008	MPO、FAU、CPO等行业新技术受关注	AI光学+CPO硅透镜+AR眼镜+消费电子行业原因： 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25日互动易，光通信行业在AI算力驱动下上游光学元件供需偏紧，公司AI光学业务紧抓算力基础设施、数据中心建设行业机遇，相关产品有望年内实现交付；据2025年年报，公司CPO共封装-硅透镜研发项目正在开发中，目标满足800G/1.6T光模块及未来AI集群光互连需求。 2、据2026年5月21日投资者关系活动记录表，AR光学是公司第二成长曲线，以核心GWG反射光波导技术为根基，同步拓展SRG、VHG等技术体系，已与北美行业头部客户建立深度战略合作关系，产线建设稳步推进。 3、据2026年5月21日投资者关系活动记录表，公司第一成长曲线消费电子与车载光学经营稳健，2026年核心增量来自北美大客户手机摄像头光学升级供应新品，涂布滤光片自2025年量产突破后份额稳步提升。	1、公司已将AI光学列为第三成长曲线，CPO共封装硅透镜项目正开发，目标切入800G/1.6T光模块及AI集群光互连； 2、公司的光学零组件产品广泛用于各型号智能手机的成像和感知系统，而AI手机同样具备该类系统，其产品可满足AI手机成像与感知相关需求	2026-03-03\|26.56\|-6.51\|28.50\|28.51\|26.51\|689833;2026-03-04\|26.24\|-1.20\|26.18\|27.25\|26.12\|419578;2026-03-05\|27.19\|3.62\|26.84\|27.76\|26.79\|505289;2026-03-06\|27.69\|1.84\|26.88\|27.75\|26.30\|461137;2026-03-09\|25.80\|-6.83\|26.81\|26.85\|25.20\|758220;2026-03-10\|26.44\|2.48\|26.31\|26.75\|25.99\|492675;2026-03-11\|25.90\|-2.04\|26.41\|26.91\|25.88\|376142;2026-03-12\|25.71\|-0.73\|25.86\|26.49\|25.50\|376561;2026-03-13\|27.62\|7.43\|25.51\|28.28\|25.41\|1306769;2026-03-16\|26.03\|-5.76\|27.35\|27.35\|25.80\|795979;2026-03-17\|24.62\|-5.42\|26.20\|26.27\|24.62\|627979;2026-03-18\|25.36\|3.01\|24.63\|25.40\|24.32\|427140;2026-03-19\|25.39\|0.12\|24.96\|26.10\|24.71\|456246;2026-03-20\|24.83\|-2.21\|25.46\|26.62\|24.80\|621642;2026-03-23\|23.56\|-5.11\|24.40\|24.83\|23.40\|545043;2026-03-24\|23.81\|1.06\|24.00\|24.03\|23.01\|403782;2026-03-25\|24.21\|1.68\|23.99\|24.77\|23.90\|331367;2026-03-26\|23.41\|-3.30\|24.11\|24.14\|23.27\|287350;2026-03-27\|23.16\|-1.07\|23.00\|23.54\|22.77\|276197;2026-03-30\|22.38\|-3.37\|22.60\|22.67\|21.88\|429678;2026-03-31\|22.04\|-1.52\|22.37\|22.68\|22.01\|269538;2026-04-01\|23.22\|5.35\|22.50\|23.30\|22.27\|408141;2026-04-02\|24.84\|6.98\|23.20\|25.54\|23.00\|1300775;2026-04-03\|24.88\|0.16\|25.21\|25.55\|24.34\|652638;2026-04-07\|25.62\|2.97\|25.01\|26.15\|25.01\|585364;2026-04-08\|28.18\|9.99\|26.25\|28.18\|26.10\|1225649;2026-04-09\|30.11\|6.85\|28.58\|30.55\|28.23\|1496376;2026-04-10\|29.88\|-0.76\|30.08\|30.42\|29.30\|929794;2026-04-13\|30.27\|1.31\|29.57\|31.34\|29.57\|872527;2026-04-14\|30.01\|-0.86\|30.26\|30.46\|29.55\|603599;2026-04-15\|29.03\|-3.27\|30.17\|30.17\|28.83\|595274;2026-04-16\|29.45\|1.45\|29.27\|29.83\|28.26\|860952;2026-04-17\|29.04\|-1.39\|29.70\|29.74\|28.68\|601362;2026-04-20\|31.18\|7.37\|30.01\|31.94\|29.33\|1285025;2026-04-21\|32.39\|3.88\|31.00\|33.00\|30.39\|1176272;2026-04-22\|33.07\|2.10\|32.38\|33.33\|32.02\|770543;2026-04-23\|33.48\|1.24\|34.58\|34.99\|32.77\|1066870;2026-04-24\|32.10\|-4.12\|33.35\|33.80\|31.40\|934642;2026-04-27\|32.85\|2.34\|32.43\|33.66\|32.32\|681727;2026-04-28\|31.63\|-3.71\|32.56\|32.70\|31.42\|626129;2026-04-29\|33.33\|5.37\|31.43\|33.93\|30.99\|706815;2026-04-30\|33.00\|-0.99\|34.74\|34.84\|32.69\|559201;2026-05-06\|33.19\|0.58\|33.37\|34.10\|33.08\|626956;2026-05-07\|35.06\|5.63\|33.46\|35.65\|32.62\|788287;2026-05-08\|36.17\|3.17\|34.41\|36.17\|33.88\|751510;2026-05-11\|37.74\|4.34\|38.00\|38.80\|36.86\|1250093;2026-05-12\|37.99\|0.66\|38.18\|39.80\|37.50\|951352;2026-05-13\|39.38\|3.66\|37.96\|39.58\|37.10\|797179;2026-05-14\|38.81\|-1.45\|39.00\|40.30\|38.23\|799178;2026-05-15\|38.00\|-2.09\|39.47\|40.12\|37.20\|807034;2026-05-18\|37.30\|-1.84\|37.91\|37.98\|36.55\|664292;2026-05-19\|38.54\|3.32\|37.33\|38.80\|35.70\|787567;2026-05-20\|39.70\|3.01\|39.07\|40.19\|38.10\|743428;2026-05-21\|36.67\|-7.63\|39.77\|41.93\|36.42\|1469169;2026-05-22\|40.34\|10.01\|38.00\|40.34\|37.15\|1097994;2026-05-25\|40.14\|-0.50\|40.61\|40.70\|38.22\|1162627;2026-05-26\|39.30\|-2.09\|40.04\|40.47\|38.36\|759193;2026-05-27\|42.05\|7.00\|39.30\|42.88\|39.00\|1253273;2026-05-28\|43.73\|4.00\|42.10\|44.30\|41.69\|962280;2026-05-29\|39.36\|-9.99\|43.75\|43.79\|39.36\|1059853;2026-06-01\|36.53\|-7.19\|38.52\|39.27\|36.19\|1001892;2026-06-02\|37.27\|2.03\|36.90\|38.06\|35.50\|736854;2026-06-03\|36.85\|-0.59\|37.38\|38.61\|36.10\|824728;2026-06-04\|37.18\|0.90\|35.90\|37.59\|35.70\|684697;2026-06-05\|36.22\|-2.58\|36.77\|37.99\|35.10\|728733;2026-06-08\|34.23\|-5.49\|34.48\|36.19\|34.08\|720478;2026-06-09\|35.76\|4.47\|34.76\|35.85\|34.00\|492379;2026-06-10\|34.09\|-4.67\|35.05\|35.10\|33.20\|490473;2026-06-11\|33.18\|-2.67\|34.00\|34.34\|32.75\|535366;2026-06-12\|32.39\|-2.38\|33.97\|34.36\|32.26\|576288;2026-06-15\|34.46\|6.39\|33.00\|34.59\|32.86\|728442;2026-06-16\|35.87\|4.09\|34.99\|36.64\|34.60\|654911;2026-06-17\|35.73\|-0.39\|35.30\|37.03\|35.06\|596601;2026-06-18\|36.94\|3.39\|35.75\|37.41\|35.60\|754079;2026-06-22\|35.53\|-3.82\|36.98\|37.31\|34.53\|829007;2026-06-23\|34.04\|-4.19\|35.20\|36.40\|33.77\|608481;2026-06-24\|36.01\|5.79\|34.05\|36.39\|33.52\|781629;2026-06-25\|36.41\|1.11\|35.91\|36.84\|35.20\|740238;2026-06-26\|35.83\|-1.59\|35.76\|36.86\|34.22\|947299;2026-06-29\|32.25\|-9.99\|35.80\|37.18\|32.25\|1103133;2026-06-30\|35.48\|10.02\|35.35\|35.48\|35.35\|390847;2026-07-01\|39.03\|10.01\|39.03\|39.03\|39.03\|146761;2026-07-02\|39.02\|-0.03\|40.00\|42.18\|38.23\|2598369;2026-07-03\|36.98\|-5.23\|39.24\|39.86\|36.90\|1581334;2026-07-06\|35.55\|-3.87\|36.06\|38.09\|35.30\|1117490;2026-07-07\|34.17\|-3.88\|35.27\|35.88\|33.09\|796391;2026-07-08\|32.04\|-6.23\|34.51\|34.75\|31.89\|820695;2026-07-09\|32.88\|2.62\|32.61\|32.98\|30.70\|702328;2026-07-10\|30.91\|-5.99\|33.01\|33.99\|30.87\|734017
118007	MPO、FAU、CPO等行业新技术受关注	光通信材料+防务业务扭亏+央企行业原因： 1、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。 2、亚马逊近日宣布与康宁达成多年期数十亿光纤合作协议用于算力中心建设，此前英伟达、微软、Meta等科技巨头已与康宁签署巨额光纤及光连接长协。公司原因： 1、据2026年1月9日互动易，公司自主研发的光通信核心材料GP，具有高消光比等技术优势，已供给光隔离器用户；据2025年12月4日公司官微，公司光纤皮料管通过全流程验证并获200吨订单，可实现批量生产，满足4微米超细光纤生产要求。 2、据2026年4月25日年报，公司防务板块聚焦大型武器系统、精确制导导引头等业务，2025年营业收入同比增长193.69%，净利润实现扭亏为盈。 3、公司控股股东为北方光电集团有限公司，实际控制人为中国兵器工业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	兵工集团唯一光电上市平台，陆军光电武器装备核心供应商；公司光通信核心材料GP是光模块光隔离器中的核心材料	2026-03-03\|18.53\|-4.53\|19.31\|19.41\|18.48\|195640;2026-03-04\|18.82\|1.56\|18.28\|18.92\|18.15\|127412;2026-03-05\|18.96\|0.74\|18.88\|19.30\|18.80\|147980;2026-03-06\|18.60\|-1.90\|18.92\|18.92\|18.40\|103614;2026-03-09\|18.02\|-3.12\|18.50\|18.56\|17.76\|129747;2026-03-10\|18.37\|1.94\|18.10\|18.49\|18.08\|97074;2026-03-11\|18.40\|0.16\|18.50\|18.83\|18.38\|128281;2026-03-12\|17.89\|-2.77\|18.47\|18.49\|17.86\|120499;2026-03-13\|17.21\|-3.80\|17.77\|17.80\|17.17\|117797;2026-03-16\|17.15\|-0.35\|17.12\|17.21\|16.80\|79187;2026-03-17\|16.62\|-3.09\|17.15\|17.24\|16.61\|82188;2026-03-18\|16.31\|-1.87\|16.61\|16.64\|16.05\|116837;2026-03-19\|15.71\|-3.68\|16.06\|16.13\|15.65\|99198;2026-03-20\|15.46\|-1.59\|15.86\|16.03\|15.43\|92915;2026-03-23\|14.42\|-6.73\|15.05\|15.22\|14.32\|123867;2026-03-24\|15.86\|9.99\|14.82\|15.86\|14.54\|178937;2026-03-25\|16.90\|6.56\|16.31\|17.44\|16.31\|405565;2026-03-26\|15.96\|-5.56\|16.53\|16.73\|15.92\|259515;2026-03-27\|16.37\|2.57\|15.70\|16.58\|15.65\|168868;2026-03-30\|16.74\|2.26\|16.20\|17.01\|15.98\|207778;2026-03-31\|18.41\|9.98\|16.41\|18.41\|16.17\|378899;2026-04-01\|19.30\|4.83\|20.25\|20.25\|18.74\|1135818;2026-04-02\|18.46\|-4.35\|18.39\|19.20\|18.18\|791577;2026-04-03\|18.75\|1.57\|18.73\|19.52\|18.48\|660404;2026-04-07\|18.51\|-1.28\|18.56\|19.19\|18.20\|463694;2026-04-08\|18.82\|1.67\|18.82\|19.11\|18.58\|499919;2026-04-09\|19.62\|4.25\|18.40\|19.93\|18.34\|706363;2026-04-10\|20.09\|2.40\|19.45\|21.50\|19.40\|662028;2026-04-13\|21.04\|4.73\|20.49\|21.65\|20.49\|631681;2026-04-14\|20.96\|-0.38\|21.11\|21.45\|20.62\|484988;2026-04-15\|20.29\|-3.20\|21.00\|21.18\|20.25\|335992;2026-04-16\|21.87\|7.79\|20.31\|22.11\|20.31\|497807;2026-04-17\|22.22\|1.60\|21.75\|22.57\|21.60\|430899;2026-04-20\|24.44\|9.99\|22.45\|24.44\|22.45\|373170;2026-04-21\|23.50\|-3.85\|24.20\|24.53\|23.19\|609027;2026-04-22\|25.85\|10.00\|23.50\|25.85\|23.50\|344355;2026-04-23\|25.17\|-2.63\|26.52\|26.59\|24.85\|699499;2026-04-24\|24.13\|-4.13\|24.99\|25.30\|23.90\|489846;2026-04-27\|23.03\|-4.56\|23.15\|23.46\|22.22\|519274;2026-04-28\|22.16\|-3.78\|22.77\|23.33\|22.06\|324190;2026-04-29\|22.53\|1.67\|22.00\|23.30\|21.98\|392004;2026-04-30\|21.87\|-2.93\|22.32\|22.47\|21.66\|292778;2026-05-06\|23.40\|7.00\|22.18\|23.99\|22.18\|451270;2026-05-07\|23.97\|2.44\|23.80\|24.35\|23.15\|446557;2026-05-08\|24.80\|3.46\|23.96\|24.84\|23.25\|438290;2026-05-11\|27.28\|10.00\|26.07\|27.28\|26.05\|340924;2026-05-12\|29.08\|6.60\|29.99\|29.99\|27.83\|865882;2026-05-13\|29.12\|0.14\|28.20\|29.71\|27.65\|629401;2026-05-14\|29.30\|0.62\|29.30\|30.89\|28.80\|602755;2026-05-15\|28.10\|-4.10\|29.68\|30.89\|27.71\|592783;2026-05-18\|27.30\|-2.85\|27.62\|28.24\|26.93\|433927;2026-05-19\|26.99\|-1.14\|27.00\|27.10\|25.96\|322676;2026-05-20\|28.20\|4.48\|26.99\|29.22\|26.91\|503164;2026-05-21\|26.22\|-7.02\|28.16\|28.17\|26.08\|369119;2026-05-22\|26.82\|2.29\|26.88\|27.27\|26.41\|303171;2026-05-25\|26.39\|-1.60\|26.86\|27.20\|25.33\|329052;2026-05-26\|26.50\|0.42\|26.10\|27.41\|25.66\|342742;2026-05-27\|25.27\|-4.64\|26.51\|27.27\|25.19\|313648;2026-05-28\|25.45\|0.71\|25.20\|25.60\|24.25\|310326;2026-05-29\|26.88\|5.62\|25.50\|28.00\|25.44\|602451;2026-06-01\|25.70\|-4.39\|26.71\|27.44\|25.57\|489976;2026-06-02\|26.67\|3.77\|25.67\|27.33\|24.49\|422872;2026-06-03\|26.66\|-0.04\|27.05\|27.85\|26.20\|457421;2026-06-04\|27.15\|1.84\|25.88\|27.69\|25.80\|402425;2026-06-05\|26.60\|-2.03\|26.35\|28.35\|25.73\|479281;2026-06-08\|25.38\|-4.59\|24.49\|27.06\|24.30\|393020;2026-06-09\|26.20\|3.23\|26.15\|27.24\|25.62\|386193;2026-06-10\|25.21\|-3.78\|25.94\|25.94\|24.87\|292966;2026-06-11\|25.72\|2.02\|24.80\|26.51\|24.65\|319732;2026-06-12\|25.05\|-2.60\|26.50\|26.64\|24.87\|373306;2026-06-15\|27.07\|8.06\|25.04\|27.20\|24.65\|438777;2026-06-16\|27.54\|1.74\|27.00\|27.85\|26.80\|407344;2026-06-17\|26.67\|-3.05\|26.82\|27.65\|26.46\|318831;2026-06-18\|28.22\|5.81\|26.63\|28.49\|26.59\|529206;2026-06-22\|27.75\|-1.67\|28.49\|28.60\|26.31\|610285;2026-06-23\|28.75\|3.60\|27.00\|29.40\|25.71\|740468;2026-06-24\|26.52\|-7.76\|28.29\|28.29\|26.01\|595483;2026-06-25\|29.17\|9.99\|25.98\|29.17\|25.44\|526637;2026-06-26\|30.21\|3.57\|28.78\|30.85\|26.80\|827866;2026-06-29\|29.10\|-3.67\|29.70\|31.56\|28.46\|615967;2026-06-30\|32.01\|10.00\|29.79\|32.01\|29.62\|427057;2026-07-01\|31.89\|-0.37\|32.50\|33.55\|30.54\|667969;2026-07-02\|28.70\|-10.00\|30.10\|30.20\|28.70\|409792;2026-07-03\|25.83\|-10.00\|27.35\|27.65\|25.83\|444340;2026-07-06\|23.71\|-8.21\|25.25\|26.00\|23.25\|430361;2026-07-07\|22.90\|-3.42\|23.14\|23.73\|22.51\|225973;2026-07-08\|21.30\|-6.99\|22.90\|23.15\|21.23\|267454;2026-07-09\|22.32\|4.79\|21.50\|22.46\|20.71\|278548;2026-07-10\|21.95\|-1.66\|22.30\|23.24\|21.93\|284383
118006		ST摘帽+一季报扭亏+5G通信服务行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月26日互动易，公司已向上海证券交易所提交了撤销其他风险警示的申请，目前处于补充材料阶段；据2026年4月29日公告，董事会已审议通过申请撤销其他风险警示的议案，年审会计师对公司2025年内部控制评价报告出具了标准无保留意见审计报告。 2、据2026年6月26日互动易，公司2026年第一季度实现营业收入10471.93万元，同比增长32.99%，归母净利润673.91万元，同比扭亏为盈。 3、据2025年半年报，公司主营业务为通信技术服务，积极参与5G、千兆光网等领域建设，与三大运营商保持长期稳定合作关系，并拓展智慧城市、智慧校园等新兴市场。	公司一季度净利润673.91万元，同比增长183.03%	2026-03-03\|7.23\|-3.21\|7.59\|7.68\|7.21\|85352;2026-03-04\|7.17\|-0.83\|7.15\|7.27\|7.05\|62877;2026-03-05\|7.22\|0.70\|7.29\|7.38\|7.14\|53627;2026-03-06\|7.51\|4.02\|7.22\|7.51\|7.18\|43082;2026-03-09\|7.39\|-1.60\|7.35\|7.45\|7.22\|48694;2026-03-10\|7.42\|0.41\|7.50\|7.65\|7.37\|43677;2026-03-11\|7.55\|1.75\|7.42\|7.55\|7.42\|36014;2026-03-12\|7.38\|-2.25\|7.56\|7.80\|7.38\|50892;2026-03-13\|7.42\|0.54\|7.30\|7.43\|7.21\|29065;2026-03-16\|7.39\|-0.40\|7.46\|7.46\|7.20\|25892;2026-03-17\|7.30\|-1.22\|7.33\|7.43\|7.25\|19148;2026-03-18\|7.32\|0.27\|7.30\|7.32\|7.18\|30029;2026-03-19\|7.08\|-3.28\|7.30\|7.30\|6.99\|31931;2026-03-20\|7.09\|0.14\|7.01\|7.23\|6.93\|27106;2026-03-23\|6.74\|-4.94\|7.00\|7.07\|6.74\|30658;2026-03-24\|6.72\|-0.30\|6.78\|6.85\|6.55\|33877;2026-03-25\|6.85\|1.93\|6.73\|6.87\|6.72\|19537;2026-03-26\|6.73\|-1.75\|6.85\|6.98\|6.71\|20354;2026-03-27\|6.77\|0.59\|6.72\|6.82\|6.60\|16997;2026-03-30\|6.82\|0.74\|6.77\|6.82\|6.67\|24756;2026-03-31\|7.16\|4.99\|6.82\|7.16\|6.82\|36366;2026-04-01\|7.30\|1.96\|7.29\|7.48\|7.17\|75772;2026-04-02\|7.19\|-1.51\|7.35\|7.35\|7.16\|25808;2026-04-03\|7.09\|-1.39\|7.20\|7.32\|7.09\|31910;2026-04-07\|7.27\|2.54\|7.27\|7.40\|7.19\|30446;2026-04-08\|7.25\|-0.28\|7.32\|7.36\|7.21\|32175;2026-04-09\|7.16\|-1.24\|7.26\|7.26\|7.09\|23951;2026-04-10\|7.27\|1.54\|7.16\|7.33\|7.13\|28448;2026-04-13\|7.28\|0.14\|7.27\|7.40\|7.22\|28716;2026-04-14\|7.17\|-1.51\|7.28\|7.30\|7.12\|30038;2026-04-15\|7.11\|-0.84\|7.22\|7.24\|7.08\|22961;2026-04-16\|7.12\|0.14\|7.11\|7.14\|7.05\|22878;2026-04-17\|7.16\|0.56\|7.10\|7.16\|7.08\|17442;2026-04-20\|7.18\|0.28\|7.17\|7.24\|7.15\|20038;2026-04-21\|7.03\|-2.09\|7.20\|7.20\|7.03\|42565;2026-04-22\|7.03\|0.00\|7.01\|7.08\|7.00\|23230;2026-04-23\|6.77\|-3.70\|7.03\|7.03\|6.69\|45131;2026-04-24\|7.11\|5.02\|6.76\|7.11\|6.66\|40403;2026-04-27\|7.11\|0.00\|7.17\|7.21\|7.06\|35525;2026-04-28\|7.28\|2.39\|6.95\|7.47\|6.92\|70927;2026-04-29\|7.28\|0.00\|7.35\|7.62\|7.27\|66069;2026-04-30\|7.64\|4.95\|7.35\|7.64\|7.21\|87037;2026-05-06\|8.02\|4.97\|7.80\|8.02\|7.75\|44647;2026-05-07\|8.36\|4.24\|8.39\|8.42\|8.07\|159566;2026-05-08\|8.33\|-0.36\|8.46\|8.55\|8.23\|87906;2026-05-11\|8.75\|5.04\|8.47\|8.75\|8.46\|40704;2026-05-12\|9.19\|5.03\|9.10\|9.19\|9.01\|90119;2026-05-13\|9.65\|5.01\|9.53\|9.65\|9.20\|125665;2026-05-14\|9.59\|-0.62\|9.65\|9.85\|9.35\|120348;2026-05-15\|10.07\|5.01\|10.00\|10.07\|10.00\|67957;2026-05-18\|9.59\|-4.77\|10.07\|10.50\|9.58\|159684;2026-05-19\|9.39\|-2.09\|9.55\|9.80\|9.12\|116585;2026-05-20\|9.66\|2.88\|9.29\|9.75\|9.29\|77339;2026-05-21\|9.42\|-2.48\|9.47\|9.93\|9.42\|64054;2026-05-22\|9.44\|0.21\|9.56\|9.58\|9.35\|36308;2026-05-25\|9.57\|1.38\|9.39\|9.78\|9.39\|57655;2026-05-26\|9.29\|-2.93\|9.59\|9.69\|9.19\|64656;2026-05-27\|9.57\|3.01\|9.28\|9.72\|9.06\|63425;2026-05-28\|9.40\|-1.78\|9.51\|9.73\|9.38\|63173;2026-05-29\|9.34\|-0.64\|9.51\|9.58\|9.27\|39743;2026-06-01\|9.46\|1.28\|9.35\|9.52\|9.23\|34664;2026-06-02\|9.93\|4.97\|9.55\|9.93\|9.38\|98922;2026-06-03\|9.43\|-5.04\|9.94\|9.95\|9.43\|90374;2026-06-04\|8.96\|-4.98\|9.19\|9.40\|8.96\|37526;2026-06-05\|8.51\|-5.02\|8.51\|8.51\|8.51\|19009;2026-06-08\|8.52\|0.12\|8.15\|8.92\|8.15\|79228;2026-06-09\|8.40\|-1.41\|8.46\|8.53\|8.23\|44455;2026-06-10\|8.35\|-0.60\|8.40\|8.56\|8.25\|46475;2026-06-11\|8.22\|-1.56\|8.31\|8.42\|8.08\|33626;2026-06-12\|8.60\|4.62\|8.24\|8.63\|8.24\|51416;2026-06-15\|8.59\|-0.12\|8.50\|8.85\|8.50\|44722;2026-06-16\|8.60\|0.12\|8.55\|8.73\|8.38\|37740;2026-06-17\|8.71\|1.28\|8.58\|8.80\|8.57\|25346;2026-06-18\|8.72\|0.11\|8.71\|8.85\|8.55\|42368;2026-06-22\|8.28\|-5.05\|8.72\|8.73\|8.28\|55483;2026-06-23\|8.25\|-0.36\|8.13\|8.39\|7.99\|54031;2026-06-24\|8.25\|0.00\|8.26\|8.35\|8.10\|35863;2026-06-25\|7.84\|-4.97\|8.25\|8.33\|7.84\|49526;2026-06-26\|7.82\|-0.26\|7.80\|7.97\|7.45\|51383;2026-06-29\|7.80\|-0.26\|7.73\|7.98\|7.46\|43017;2026-06-30\|8.19\|5.00\|7.79\|8.19\|7.72\|60863;2026-07-02\|9.01\|10.01\|8.92\|9.01\|8.54\|161595;2026-07-03\|9.91\|9.99\|9.08\|9.91\|9.08\|144732;2026-07-06\|8.98\|-9.38\|9.90\|10.00\|8.97\|270873;2026-07-07\|8.21\|-8.57\|8.82\|8.89\|8.08\|197268;2026-07-08\|8.05\|-1.95\|8.30\|8.50\|8.01\|116159;2026-07-09\|7.98\|-0.87\|7.99\|8.18\|7.79\|105674;2026-07-10\|8.78\|10.03\|8.05\|8.78\|8.01\|79455
118005		钙钛矿设备+机器人+ST板块+回购行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年4月25日年报，公司已构建覆盖钙钛矿单结及叠层电池实验线、中试线及量产线的完整产品体系，核心工艺装备实现批量交付并出口海外，双层钙钛矿真空闪蒸结晶设备及晶硅钙钛矿叠层真空闪蒸结晶设备均实现首台套交付。 2、据2026年4月25日年报，公司自主研发搬运机器人、码垛机器人、包装机器人，且AGV智能送料、RGV智能输送系统已在光伏产线中集成应用。 3、据2026年7月3日异常波动公告，公司股票连续三个交易日收盘价格涨幅偏离值累计超过12%，公司核实经营正常且无应披露未披露事项；据2026年5月14日机构调研，申请撤销其他风险警示需自收到行政处罚决定书之日起满十二个月，目前公司尚未收到正式决定书。 4、据2026年7月2日公告，截至2026年6月30日公司累计回购股份625万股，占总股本1.0034%；据2026年6月27日公告，公司拟每10股派发现金红利0.33元。	公司称对太空光伏进行技术储备	2026-03-03\|13.85\|-4.94\|14.55\|15.08\|13.84\|387534;2026-03-04\|14.20\|2.53\|13.65\|14.24\|13.61\|261107;2026-03-05\|14.27\|0.49\|14.50\|14.74\|14.19\|207792;2026-03-06\|14.03\|-1.68\|14.27\|14.38\|14.00\|189916;2026-03-09\|13.55\|-3.42\|13.72\|13.72\|13.33\|285924;2026-03-10\|14.14\|4.35\|13.88\|14.18\|13.74\|237241;2026-03-11\|14.24\|0.71\|14.38\|14.55\|14.10\|229402;2026-03-12\|14.04\|-1.40\|14.20\|14.24\|13.81\|163136;2026-03-13\|13.79\|-1.78\|13.85\|14.20\|13.65\|160219;2026-03-16\|13.41\|-2.76\|13.72\|13.79\|13.17\|181494;2026-03-17\|13.13\|-2.09\|13.49\|13.70\|13.11\|170137;2026-03-18\|13.06\|-0.53\|13.13\|13.21\|12.79\|197250;2026-03-19\|12.61\|-3.45\|12.85\|12.96\|12.49\|190325;2026-03-20\|13.05\|3.49\|12.80\|13.24\|12.56\|328625;2026-03-23\|12.70\|-2.68\|12.97\|13.49\|12.58\|426704;2026-03-24\|12.58\|-0.94\|12.98\|13.05\|12.16\|330900;2026-03-25\|12.67\|0.72\|12.55\|12.77\|12.41\|210743;2026-03-26\|12.18\|-3.87\|12.76\|12.79\|12.11\|234211;2026-03-27\|12.22\|0.33\|11.95\|12.33\|11.87\|164774;2026-03-30\|11.88\|-2.78\|12.00\|12.04\|11.80\|179033;2026-03-31\|11.67\|-1.77\|11.87\|12.15\|11.66\|164244;2026-04-01\|12.12\|3.86\|11.88\|12.25\|11.74\|244249;2026-04-02\|11.61\|-4.21\|12.00\|12.00\|11.59\|204592;2026-04-03\|11.03\|-5.00\|11.64\|11.73\|11.03\|248371;2026-04-07\|10.97\|-0.54\|10.96\|11.08\|10.80\|130215;2026-04-08\|11.42\|4.10\|11.22\|11.46\|11.12\|150838;2026-04-09\|11.08\|-2.98\|11.25\|11.29\|11.04\|145781;2026-04-10\|11.20\|1.08\|11.18\|11.35\|11.12\|117161;2026-04-13\|11.51\|2.77\|11.15\|11.64\|11.11\|200561;2026-04-14\|11.44\|-0.61\|11.60\|11.62\|11.32\|150058;2026-04-15\|11.39\|-0.44\|11.50\|11.65\|11.36\|123576;2026-04-16\|11.40\|0.09\|11.38\|11.44\|11.24\|116220;2026-04-17\|11.54\|1.23\|11.40\|11.67\|11.38\|151863;2026-04-20\|11.54\|0.00\|11.54\|11.65\|11.36\|147824;2026-04-21\|11.72\|1.56\|11.53\|11.89\|11.53\|133286;2026-04-22\|11.39\|-2.82\|11.66\|11.66\|11.31\|171279;2026-04-23\|10.94\|-3.95\|11.37\|11.37\|10.82\|195853;2026-04-24\|10.47\|-4.30\|10.85\|11.00\|10.39\|237558;2026-04-27\|10.75\|2.67\|10.47\|10.76\|10.09\|184092;2026-04-28\|10.30\|-4.19\|10.73\|10.74\|10.28\|132722;2026-04-29\|10.39\|0.87\|10.28\|10.48\|10.20\|89460;2026-04-30\|10.30\|-0.87\|10.41\|10.46\|10.24\|92204;2026-05-06\|10.29\|-0.10\|10.36\|10.43\|10.26\|115230;2026-05-07\|10.54\|2.43\|10.31\|10.67\|10.31\|138362;2026-05-08\|10.71\|1.61\|10.43\|10.78\|10.42\|123812;2026-05-11\|10.51\|-1.87\|10.62\|10.72\|10.51\|161997;2026-05-12\|10.67\|1.52\|10.71\|10.86\|10.61\|160553;2026-05-13\|10.87\|1.87\|10.75\|10.98\|10.70\|157348;2026-05-14\|10.56\|-2.85\|10.84\|10.94\|10.56\|146040;2026-05-15\|10.04\|-4.92\|10.56\|10.59\|10.03\|237677;2026-05-18\|9.54\|-4.98\|9.85\|9.86\|9.54\|213803;2026-05-19\|10.02\|5.03\|9.50\|10.02\|9.44\|161951;2026-05-20\|10.07\|0.50\|10.18\|10.48\|10.00\|156785;2026-05-21\|9.68\|-3.87\|10.01\|10.15\|9.61\|134991;2026-05-22\|9.86\|1.86\|9.70\|9.89\|9.66\|79328;2026-05-25\|9.75\|-1.12\|10.10\|10.10\|9.66\|88939;2026-05-26\|9.45\|-3.08\|9.69\|9.69\|9.32\|116137;2026-05-27\|9.20\|-2.65\|9.45\|9.65\|9.15\|130950;2026-05-28\|8.98\|-2.39\|9.10\|9.16\|8.82\|172468;2026-05-29\|8.75\|-2.56\|9.04\|9.08\|8.71\|141166;2026-06-01\|8.95\|2.29\|8.76\|9.06\|8.76\|95691;2026-06-02\|9.06\|1.23\|9.05\|9.19\|9.02\|104036;2026-06-03\|8.80\|-2.87\|8.99\|9.07\|8.78\|114457;2026-06-04\|9.24\|5.00\|8.75\|9.24\|8.50\|213132;2026-06-05\|9.56\|3.46\|9.24\|9.70\|9.08\|234015;2026-06-08\|9.75\|1.99\|9.20\|9.88\|9.08\|196962;2026-06-09\|9.70\|-0.51\|9.62\|10.05\|9.61\|144184;2026-06-10\|9.30\|-4.12\|9.51\|9.61\|9.22\|119979;2026-06-11\|8.94\|-3.87\|9.28\|9.28\|8.90\|90782;2026-06-12\|9.03\|1.01\|9.02\|9.22\|8.95\|73858;2026-06-15\|9.05\|0.22\|8.99\|9.16\|8.99\|62213;2026-06-16\|9.09\|0.44\|9.04\|9.20\|8.89\|85202;2026-06-17\|8.99\|-1.10\|9.09\|9.28\|8.96\|78444;2026-06-18\|8.65\|-3.78\|8.89\|8.90\|8.62\|113023;2026-06-22\|8.25\|-4.62\|8.54\|8.54\|8.22\|171974;2026-06-23\|8.20\|-0.61\|8.18\|8.36\|8.11\|100008;2026-06-24\|7.79\|-5.00\|8.15\|8.15\|7.79\|144133;2026-06-25\|7.40\|-5.01\|7.79\|7.79\|7.40\|198671;2026-06-26\|7.44\|0.54\|7.30\|7.48\|7.16\|164676;2026-06-29\|7.19\|-3.36\|7.38\|7.42\|7.11\|120217;2026-06-30\|7.55\|5.01\|7.16\|7.55\|7.16\|117759;2026-07-01\|7.66\|1.46\|7.76\|7.84\|7.51\|146986;2026-07-02\|8.04\|4.96\|7.70\|8.04\|7.70\|144264;2026-07-03\|8.41\|4.99\|8.04\|8.41\|7.88\|173082;2026-07-06\|7.98\|-5.11\|8.35\|8.48\|7.97\|139020;2026-07-07\|7.66\|-4.01\|7.88\|8.05\|7.63\|122521;2026-07-08\|7.91\|3.26\|7.67\|8.08\|7.57\|106944;2026-07-09\|7.71\|-2.53\|7.86\|7.91\|7.66\|87558;2026-07-10\|7.74\|0.39\|7.60\|7.99\|7.50\|101190
118004		涨停揭秘：AI芯片+阿里云合作+数字货币矿机参股概念共振；涨停缘由：参股亿邦股份涉足AI芯片及软件开发受益国产算力产业链扩张、与阿里云合作推进城市大脑项目落地政务AI订单有望放量、银江云数据中心解决方案具备边缘AI部署能力、ST板块估值修复行情启动；资金逻辑：ST板块整体活跃多只个股连续涨停、该股融资余额低位企稳7月1日融资净买入超300万元、游资接力明显龙虎榜显示三家营业部合计买入占比超40%；风险提示：主业持续亏损摘帽进展不明朗、参股公司业绩波动大投资收益不确定性高、与阿里云合作项目尚未形成稳定收入来源。	1、公司参股全球前三大数字货币矿机生产商亿邦股份，标的产品包括“翼比特”品牌矿机，积极拓展人工智能芯片及软件产品； 2、与阿里云将在智慧交通及城市大脑领域展开基于阿里云计算平台、云产品及业务的多方面密切合作；拥有银江云数据中心解决方案	2026-03-03\|4.50\|-6.83\|4.81\|4.86\|4.48\|278739;2026-03-04\|4.56\|1.33\|4.52\|4.66\|4.49\|164297;2026-03-05\|4.68\|2.63\|4.64\|4.73\|4.64\|171474;2026-03-06\|4.65\|-0.64\|4.68\|4.75\|4.64\|133301;2026-03-09\|4.64\|-0.22\|4.60\|4.65\|4.54\|157886;2026-03-10\|4.82\|3.88\|4.68\|4.83\|4.68\|171104;2026-03-11\|4.79\|-0.62\|4.85\|4.94\|4.74\|160173;2026-03-12\|4.66\|-2.71\|4.81\|4.81\|4.66\|131736;2026-03-13\|4.69\|0.64\|4.66\|4.74\|4.61\|88121;2026-03-16\|4.66\|-0.64\|4.67\|4.72\|4.61\|101778;2026-03-17\|4.54\|-2.58\|4.69\|4.69\|4.53\|129086;2026-03-18\|4.56\|0.44\|4.52\|4.59\|4.42\|149484;2026-03-19\|4.43\|-2.85\|4.52\|4.53\|4.39\|146379;2026-03-20\|4.32\|-2.48\|4.44\|4.47\|4.30\|136638;2026-03-23\|4.07\|-5.79\|4.25\|4.26\|4.02\|185550;2026-03-24\|4.16\|2.21\|4.16\|4.17\|4.05\|139589;2026-03-25\|4.26\|2.40\|4.19\|4.27\|4.19\|108540;2026-03-26\|4.19\|-1.64\|4.26\|4.31\|4.16\|99854;2026-03-27\|4.23\|0.95\|4.12\|4.25\|4.10\|94507;2026-03-30\|4.26\|0.71\|4.16\|4.27\|4.13\|116744;2026-03-31\|4.18\|-1.88\|4.28\|4.38\|4.17\|182689;2026-04-01\|4.09\|-2.15\|4.24\|4.25\|4.05\|211888;2026-04-02\|4.11\|0.49\|4.05\|4.12\|3.98\|171250;2026-04-03\|3.60\|-12.41\|3.91\|3.97\|3.59\|410984;2026-04-07\|3.47\|-3.61\|3.57\|3.58\|3.44\|265703;2026-04-08\|3.59\|3.46\|3.53\|3.63\|3.53\|188388;2026-04-09\|3.49\|-2.79\|3.56\|3.62\|3.46\|140288;2026-04-10\|3.47\|-0.57\|3.50\|3.56\|3.45\|111746;2026-04-13\|3.54\|2.02\|3.46\|3.62\|3.45\|146193;2026-04-14\|3.52\|-0.56\|3.56\|3.59\|3.47\|127612;2026-04-15\|3.68\|4.55\|3.50\|3.78\|3.43\|262698;2026-04-16\|3.68\|0.00\|3.68\|3.78\|3.66\|205156;2026-04-17\|3.84\|4.35\|3.70\|3.87\|3.67\|225487;2026-04-20\|3.75\|-2.34\|3.80\|3.85\|3.73\|168277;2026-04-21\|3.73\|-0.53\|3.70\|3.79\|3.67\|98837;2026-04-22\|3.69\|-1.07\|3.70\|3.75\|3.67\|105596;2026-04-23\|3.57\|-3.25\|3.69\|3.70\|3.54\|125612;2026-04-24\|3.60\|0.84\|3.60\|3.74\|3.57\|161662;2026-04-27\|3.53\|-1.94\|3.53\|3.57\|3.48\|131581;2026-04-28\|3.46\|-1.98\|3.54\|3.54\|3.46\|94991;2026-04-29\|3.51\|1.45\|3.46\|3.52\|3.45\|82362;2026-04-30\|3.52\|0.28\|3.49\|3.53\|3.47\|86384;2026-05-06\|3.47\|-1.42\|3.48\|3.52\|3.44\|148981;2026-05-07\|3.37\|-2.88\|3.47\|3.49\|3.34\|222395;2026-05-08\|3.39\|0.59\|3.37\|3.40\|3.34\|147651;2026-05-11\|3.35\|-1.18\|3.39\|3.41\|3.34\|143138;2026-05-12\|3.26\|-2.69\|3.36\|3.38\|3.21\|202803;2026-05-13\|3.51\|7.67\|3.26\|3.55\|3.18\|343168;2026-05-14\|3.52\|0.28\|3.46\|3.64\|3.42\|280686;2026-05-15\|3.49\|-0.85\|3.52\|3.60\|3.47\|146683;2026-05-18\|3.43\|-1.72\|3.44\|3.47\|3.35\|90538;2026-05-19\|3.44\|0.29\|3.46\|3.54\|3.42\|109761;2026-05-20\|3.34\|-2.91\|3.44\|3.44\|3.33\|102562;2026-05-21\|3.28\|-1.80\|3.36\|3.37\|3.25\|96674;2026-05-22\|3.34\|1.83\|3.31\|3.38\|3.23\|81923;2026-05-25\|3.33\|-0.30\|3.35\|3.36\|3.26\|86423;2026-05-26\|3.27\|-1.80\|3.31\|3.33\|3.23\|85926;2026-05-27\|3.19\|-2.45\|3.24\|3.28\|3.18\|78617;2026-05-28\|3.35\|5.02\|3.18\|3.44\|3.16\|143511;2026-05-29\|3.31\|-1.19\|3.35\|3.43\|3.28\|105324;2026-06-01\|3.57\|7.86\|3.35\|3.65\|3.34\|266101;2026-06-02\|3.63\|1.68\|3.61\|3.67\|3.53\|191232;2026-06-03\|3.54\|-2.48\|3.66\|3.77\|3.53\|210356;2026-06-04\|3.48\|-1.69\|3.53\|3.60\|3.45\|102184;2026-06-05\|3.64\|4.60\|3.49\|3.68\|3.45\|153893;2026-06-08\|3.66\|0.55\|3.55\|3.76\|3.48\|144912;2026-06-09\|3.67\|0.27\|3.63\|3.71\|3.61\|80781;2026-06-10\|3.50\|-4.63\|3.67\|3.67\|3.49\|95180;2026-06-11\|3.39\|-3.14\|3.46\|3.55\|3.35\|81711;2026-06-12\|3.53\|4.13\|3.43\|3.60\|3.39\|86929;2026-06-15\|3.54\|0.28\|3.50\|3.63\|3.50\|72431;2026-06-16\|3.50\|-1.13\|3.55\|3.56\|3.46\|71509;2026-06-17\|3.36\|-4.00\|3.47\|3.51\|3.34\|118610;2026-06-18\|3.30\|-1.79\|3.35\|3.36\|3.29\|71945;2026-06-22\|3.26\|-1.21\|3.30\|3.32\|3.16\|130134;2026-06-23\|3.25\|-0.31\|3.23\|3.36\|3.23\|71424;2026-06-24\|3.18\|-2.15\|3.23\|3.26\|3.17\|74292;2026-06-25\|3.00\|-5.66\|3.18\|3.20\|3.00\|158409;2026-06-26\|2.94\|-2.00\|2.97\|3.01\|2.88\|119943;2026-06-29\|2.85\|-3.06\|2.98\|2.98\|2.81\|105535;2026-06-30\|3.42\|20.00\|2.85\|3.42\|2.85\|331562;2026-07-01\|3.47\|1.46\|3.53\|3.66\|3.38\|406207;2026-07-02\|3.93\|13.26\|3.49\|3.99\|3.42\|460089;2026-07-03\|3.80\|-3.31\|3.92\|4.20\|3.71\|516423;2026-07-06\|3.52\|-7.37\|3.80\|3.80\|3.43\|342554;2026-07-07\|3.46\|-1.70\|3.60\|3.64\|3.43\|152670;2026-07-08\|3.57\|3.18\|3.46\|3.64\|3.43\|190656;2026-07-09\|3.49\|-2.24\|3.53\|3.55\|3.41\|139563;2026-07-10\|3.19\|-8.60\|2.90\|3.29\|2.90\|463431
118003		中标8.82亿元+水利建设+国企改革 1、据2026年6月24日公告，公司签署了“中联金地贺州数字智慧农业产业园项目EPC总承包二标段”重大合同；另据2026年6月26日公告，公司参与的联合体中标“乐平市农产品智慧仓储和物流设施建设项目”，中标金额为8.82亿元。 2、据2025年年度报告，公司是国内最早专业从事海堤工程建设的公司之一，主营业务覆盖水利、市政、房建等建设领域，在堤防工程建设细分市场处于领先地位，拥有国家级工法3项、省部级工法52项及发明专利55项。 3、据2025年年度报告，公司控股股东为宁波舜农集团有限公司，实际控制人为余姚市国有资产管理中心。	公司签署6.54亿元重大合同	2026-03-03\|4.88\|-3.56\|5.05\|5.13\|4.81\|168219;2026-03-04\|4.87\|-0.20\|4.84\|4.96\|4.79\|129555;2026-03-05\|4.82\|-1.03\|4.95\|4.95\|4.81\|122937;2026-03-06\|4.87\|1.04\|4.82\|4.95\|4.78\|101278;2026-03-09\|4.99\|2.46\|4.91\|5.05\|4.79\|110556;2026-03-10\|5.00\|0.20\|4.99\|5.08\|4.96\|72024;2026-03-11\|5.01\|0.20\|5.06\|5.06\|4.94\|89836;2026-03-12\|5.13\|2.40\|5.03\|5.20\|5.00\|127834;2026-03-13\|5.06\|-1.36\|5.12\|5.20\|5.04\|120909;2026-03-16\|5.01\|-0.99\|5.09\|5.09\|4.97\|101414;2026-03-17\|5.07\|1.20\|5.01\|5.18\|5.00\|109991;2026-03-18\|5.18\|2.17\|5.07\|5.19\|5.07\|97678;2026-03-19\|5.03\|-2.90\|5.18\|5.20\|5.01\|123678;2026-03-20\|4.97\|-1.19\|5.05\|5.09\|4.97\|91570;2026-03-23\|4.72\|-5.03\|4.90\|4.90\|4.72\|128955;2026-03-24\|4.70\|-0.42\|4.72\|4.75\|4.50\|135033;2026-03-25\|4.79\|1.91\|4.74\|4.79\|4.69\|64886;2026-03-26\|4.67\|-2.51\|4.79\|4.83\|4.67\|60153;2026-03-27\|4.75\|1.71\|4.58\|4.77\|4.58\|56273;2026-03-30\|4.77\|0.42\|4.73\|4.79\|4.70\|56513;2026-03-31\|4.68\|-1.89\|4.73\|4.80\|4.67\|53420;2026-04-01\|4.66\|-0.43\|4.73\|4.75\|4.61\|67518;2026-04-02\|4.60\|-1.29\|4.74\|4.74\|4.54\|84189;2026-04-03\|4.52\|-1.74\|4.60\|4.64\|4.47\|75889;2026-04-07\|4.58\|1.33\|4.55\|4.60\|4.49\|65804;2026-04-08\|4.70\|2.62\|4.61\|4.72\|4.61\|89361;2026-04-09\|4.78\|1.70\|4.68\|4.83\|4.63\|77166;2026-04-10\|4.74\|-0.84\|4.81\|4.87\|4.72\|91811;2026-04-13\|4.77\|0.63\|4.72\|4.82\|4.72\|58810;2026-04-14\|4.82\|1.05\|4.77\|4.83\|4.74\|59610;2026-04-15\|4.87\|1.04\|4.84\|4.89\|4.80\|62764;2026-04-16\|4.87\|0.00\|4.88\|4.91\|4.83\|56609;2026-04-17\|5.07\|4.11\|4.90\|5.08\|4.89\|131433;2026-04-20\|5.08\|0.20\|5.16\|5.20\|5.03\|98103;2026-04-21\|4.83\|-4.92\|5.03\|5.03\|4.83\|169226;2026-04-22\|4.83\|0.00\|4.79\|4.88\|4.75\|84620;2026-04-23\|4.68\|-3.11\|4.83\|4.84\|4.67\|93434;2026-04-24\|4.75\|1.50\|4.69\|4.79\|4.63\|73943;2026-04-27\|4.72\|-0.63\|4.78\|4.78\|4.66\|66090;2026-04-28\|4.69\|-0.64\|4.70\|4.75\|4.67\|52470;2026-04-29\|4.76\|1.49\|4.63\|4.78\|4.56\|80194;2026-04-30\|4.71\|-1.05\|4.79\|4.79\|4.67\|67914;2026-05-06\|4.72\|0.21\|4.70\|4.75\|4.68\|67022;2026-05-07\|4.69\|-0.64\|4.71\|4.73\|4.65\|55602;2026-05-08\|4.71\|0.43\|4.70\|4.71\|4.64\|71805;2026-05-11\|4.69\|-0.42\|4.71\|4.73\|4.65\|76648;2026-05-12\|4.65\|-0.85\|4.68\|4.72\|4.64\|63543;2026-05-13\|4.57\|-1.72\|4.66\|4.67\|4.54\|93087;2026-05-14\|4.47\|-2.19\|4.57\|4.66\|4.47\|77753;2026-05-15\|4.52\|1.12\|4.47\|4.60\|4.43\|63092;2026-05-18\|4.43\|-1.99\|4.53\|4.53\|4.40\|53946;2026-05-19\|4.44\|0.23\|4.46\|4.47\|4.24\|89294;2026-05-20\|4.34\|-2.25\|4.42\|4.42\|4.31\|51015;2026-05-21\|4.24\|-2.30\|4.35\|4.47\|4.24\|88046;2026-05-22\|4.22\|-0.47\|4.28\|4.28\|4.18\|79664;2026-05-25\|4.27\|1.18\|4.23\|4.37\|4.15\|93922;2026-05-26\|4.39\|2.81\|4.28\|4.48\|4.16\|138068;2026-05-27\|4.40\|0.23\|4.40\|4.50\|4.33\|76935;2026-05-28\|4.45\|1.14\|4.37\|4.49\|4.37\|38211;2026-05-29\|4.42\|-0.67\|4.46\|4.47\|4.38\|38705;2026-06-01\|4.34\|-1.81\|4.44\|4.44\|4.33\|31286;2026-06-02\|4.28\|-1.38\|4.33\|4.33\|4.26\|36223;2026-06-03\|4.07\|-4.91\|4.28\|4.28\|4.07\|121572;2026-06-04\|4.06\|-0.25\|4.06\|4.12\|3.87\|140964;2026-06-05\|3.98\|-1.97\|4.06\|4.13\|3.98\|47123;2026-06-08\|3.84\|-3.52\|3.90\|3.96\|3.79\|74364;2026-06-09\|3.78\|-1.56\|3.86\|3.90\|3.77\|41650;2026-06-10\|3.75\|-0.79\|3.80\|3.80\|3.70\|32738;2026-06-11\|3.94\|5.07\|3.77\|3.94\|3.70\|91894;2026-06-12\|3.90\|-1.02\|3.96\|4.10\|3.87\|69291;2026-06-15\|3.92\|0.51\|3.92\|3.98\|3.86\|45642;2026-06-16\|3.82\|-2.55\|3.92\|3.92\|3.77\|55972;2026-06-17\|3.66\|-4.19\|3.82\|3.82\|3.63\|67982;2026-06-18\|3.55\|-3.01\|3.69\|3.69\|3.51\|89453;2026-06-22\|3.43\|-3.38\|3.49\|3.55\|3.37\|110846;2026-06-23\|3.49\|1.75\|3.46\|3.60\|3.40\|93473;2026-06-24\|3.56\|2.01\|3.44\|3.62\|3.42\|59685;2026-06-25\|3.40\|-4.49\|3.57\|3.57\|3.38\|71403;2026-06-26\|3.50\|2.94\|3.56\|3.56\|3.41\|85953;2026-06-29\|3.50\|0.00\|3.47\|3.61\|3.37\|61917;2026-06-30\|3.68\|5.14\|3.49\|3.68\|3.45\|63226;2026-07-01\|3.86\|4.89\|3.77\|3.86\|3.72\|103472;2026-07-02\|4.05\|4.92\|3.80\|4.05\|3.80\|88805;2026-07-03\|4.04\|-0.25\|4.10\|4.16\|3.92\|100015;2026-07-06\|3.82\|-5.45\|4.09\|4.16\|3.82\|64890;2026-07-07\|3.73\|-2.36\|3.83\|3.88\|3.70\|44215;2026-07-08\|3.67\|-1.61\|3.72\|3.78\|3.61\|47795;2026-07-09\|3.69\|0.55\|3.62\|3.75\|3.60\|39866;2026-07-10\|3.95\|7.05\|3.70\|3.97\|3.64\|77428
118002		资产收回+调味品+一季度扭亏+ST摘帽预期 1、据2026年6月30日公告，公司全资子公司宁夏加加于2026年6月29日收到宁夏可可美生物工程有限公司管理人转来的剩余拍卖变价所得款约1004万元，公司已取回全部味精等委托加工库存物资。 2、据2026年4月27日公告，公司2026年一季度实现营业收入4.35亿元，同比增长3.46%；归母净利润3382.61万元，同比增长124.34%，实现扭亏为盈。 3、据2025年年度报告，公司是调味品行业代表性品牌企业，聚焦“减盐”系列战略产品，打造了减盐、面条鲜、原酿造等产品矩阵，并拥有覆盖多个省份的全国性销售网络。	公司控股股东变更为中国东方资产管理股份有限公司	2026-03-03\|6.47\|-2.56\|6.69\|6.76\|6.45\|62244;2026-03-04\|6.38\|-1.39\|6.45\|6.54\|6.38\|35044;2026-03-05\|6.52\|2.19\|6.38\|6.56\|6.38\|30760;2026-03-06\|6.42\|-1.53\|6.48\|6.52\|6.39\|26166;2026-03-09\|6.26\|-2.49\|6.38\|6.38\|6.20\|33790;2026-03-10\|6.32\|0.96\|6.26\|6.35\|6.25\|21838;2026-03-11\|6.59\|4.27\|6.32\|6.64\|6.32\|109452;2026-03-12\|6.39\|-3.03\|6.57\|6.58\|6.37\|73501;2026-03-13\|6.48\|1.41\|6.45\|6.50\|6.39\|32732;2026-03-16\|6.67\|2.93\|6.47\|6.69\|6.44\|90886;2026-03-17\|6.65\|-0.30\|6.68\|6.86\|6.62\|59110;2026-03-18\|6.60\|-0.75\|6.69\|6.70\|6.58\|43529;2026-03-19\|6.58\|-0.30\|6.57\|6.71\|6.54\|40889;2026-03-20\|6.59\|0.15\|6.59\|6.60\|6.46\|47925;2026-03-23\|6.39\|-3.03\|6.58\|6.58\|6.30\|68866;2026-03-24\|6.66\|4.23\|6.38\|6.66\|6.38\|67763;2026-03-25\|6.62\|-0.60\|6.76\|6.99\|6.55\|134929;2026-03-26\|6.55\|-1.06\|6.59\|6.62\|6.47\|54520;2026-03-27\|6.49\|-0.92\|6.55\|6.55\|6.46\|23875;2026-03-30\|6.58\|1.39\|6.49\|6.59\|6.47\|40472;2026-03-31\|6.64\|0.91\|6.58\|6.71\|6.57\|61462;2026-04-01\|6.78\|2.11\|6.64\|6.82\|6.64\|68176;2026-04-02\|6.70\|-1.18\|6.79\|6.81\|6.60\|46516;2026-04-03\|6.89\|2.84\|6.70\|6.98\|6.68\|105582;2026-04-07\|7.23\|4.93\|6.96\|7.23\|6.92\|166638;2026-04-08\|7.33\|1.38\|7.46\|7.58\|7.26\|152603;2026-04-09\|7.70\|5.05\|7.33\|7.70\|7.33\|215289;2026-04-10\|8.09\|5.06\|8.08\|8.09\|8.02\|49063;2026-04-13\|8.20\|1.36\|8.10\|8.41\|7.85\|320147;2026-04-14\|7.79\|-5.00\|8.44\|8.61\|7.79\|324254;2026-04-15\|7.49\|-3.85\|7.68\|7.75\|7.41\|192854;2026-04-16\|7.34\|-2.00\|7.53\|7.64\|7.28\|111939;2026-04-17\|7.26\|-1.09\|7.39\|7.44\|7.25\|74090;2026-04-20\|7.29\|0.41\|7.35\|7.41\|7.17\|80616;2026-04-21\|7.29\|0.00\|7.36\|7.36\|7.23\|38757;2026-04-22\|7.18\|-1.51\|7.33\|7.33\|7.13\|66250;2026-04-23\|7.03\|-2.09\|7.23\|7.23\|7.00\|74687;2026-04-24\|7.34\|4.41\|7.08\|7.38\|6.97\|95947;2026-04-27\|7.39\|0.68\|7.48\|7.50\|7.26\|69704;2026-04-28\|7.68\|3.92\|7.32\|7.74\|7.32\|96381;2026-04-29\|7.69\|0.13\|7.70\|7.85\|7.56\|73147;2026-04-30\|7.86\|2.21\|7.69\|7.93\|7.68\|88510;2026-05-06\|7.98\|1.53\|7.93\|8.04\|7.80\|70998;2026-05-07\|7.63\|-4.39\|7.97\|8.03\|7.58\|116682;2026-05-08\|7.75\|1.57\|7.68\|7.84\|7.59\|70796;2026-05-11\|8.14\|5.03\|8.00\|8.14\|7.98\|127556;2026-05-12\|8.32\|2.21\|8.47\|8.54\|8.11\|150284;2026-05-13\|8.00\|-3.85\|8.25\|8.30\|7.95\|130387;2026-05-14\|8.40\|5.00\|8.02\|8.40\|8.02\|130503;2026-05-15\|8.17\|-2.74\|8.40\|8.49\|8.09\|141957;2026-05-18\|7.76\|-5.02\|8.30\|8.30\|7.76\|117581;2026-05-19\|7.45\|-3.99\|7.63\|7.63\|7.37\|122167;2026-05-20\|7.77\|4.30\|7.50\|7.80\|7.32\|87882;2026-05-21\|7.72\|-0.64\|7.70\|7.91\|7.64\|50945;2026-05-22\|7.83\|1.42\|7.62\|7.88\|7.62\|50932;2026-05-25\|7.73\|-1.28\|7.80\|7.82\|7.65\|46187;2026-05-26\|7.61\|-1.55\|7.82\|7.88\|7.57\|42159;2026-05-27\|7.48\|-1.71\|7.58\|7.58\|7.32\|56262;2026-05-28\|7.33\|-2.01\|7.54\|7.54\|7.32\|36571;2026-05-29\|7.20\|-1.77\|7.31\|7.45\|7.20\|53973;2026-06-01\|7.56\|5.00\|7.33\|7.56\|7.20\|51138;2026-06-02\|7.61\|0.66\|7.56\|7.68\|7.42\|37066;2026-06-03\|7.64\|0.39\|7.63\|7.66\|7.46\|30753;2026-06-04\|7.54\|-1.31\|7.62\|7.68\|7.49\|25852;2026-06-05\|7.44\|-1.33\|7.54\|7.54\|7.35\|33546;2026-06-08\|7.46\|0.27\|7.43\|7.81\|7.40\|51596;2026-06-09\|7.48\|0.27\|7.43\|7.53\|7.39\|24817;2026-06-10\|7.44\|-0.53\|7.48\|7.50\|7.40\|30466;2026-06-11\|7.27\|-2.28\|7.43\|7.47\|7.25\|36083;2026-06-12\|7.38\|1.51\|7.31\|7.50\|7.26\|39459;2026-06-15\|7.44\|0.81\|7.28\|7.53\|7.28\|30764;2026-06-16\|7.27\|-2.28\|7.45\|7.45\|7.24\|45602;2026-06-17\|7.06\|-2.89\|7.27\|7.35\|7.01\|60347;2026-06-18\|7.08\|0.28\|7.18\|7.18\|6.90\|41274;2026-06-22\|6.73\|-4.94\|6.98\|6.98\|6.73\|41943;2026-06-23\|6.58\|-2.23\|6.39\|6.67\|6.39\|116249;2026-06-24\|6.45\|-1.98\|6.57\|6.72\|6.38\|62035;2026-06-25\|6.15\|-4.65\|6.47\|6.52\|6.13\|78835;2026-06-26\|6.00\|-2.44\|6.15\|6.24\|5.94\|75870;2026-06-29\|5.88\|-2.00\|6.00\|6.03\|5.70\|86240;2026-06-30\|6.17\|4.93\|5.94\|6.17\|5.89\|57981;2026-07-01\|6.09\|-1.30\|6.26\|6.42\|6.02\|79104;2026-07-02\|6.05\|-0.66\|6.06\|6.20\|5.94\|50548;2026-07-03\|6.35\|4.96\|6.06\|6.35\|6.06\|88902;2026-07-06\|6.29\|-0.94\|6.35\|6.49\|6.21\|76618;2026-07-07\|6.32\|0.48\|6.30\|6.45\|6.22\|35706;2026-07-08\|6.08\|-3.80\|6.34\|6.38\|6.03\|44331;2026-07-09\|6.07\|-0.16\|6.14\|6.14\|6.02\|28702;2026-07-10\|6.07\|0.00\|6.14\|6.19\|6.02\|24215
118001		解除查封+高速连接器+CPU Socket 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26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-03-03\|6.13\|-4.52\|6.43\|6.52\|6.11\|240809;2026-03-04\|6.21\|1.31\|6.08\|6.28\|6.07\|155727;2026-03-05\|6.22\|0.16\|6.37\|6.42\|6.18\|196364;2026-03-06\|6.32\|1.61\|6.21\|6.32\|6.18\|118921;2026-03-09\|6.19\|-2.06\|6.18\|6.23\|6.09\|191280;2026-03-10\|6.31\|1.94\|6.25\|6.36\|6.25\|130757;2026-03-11\|6.39\|1.27\|6.35\|6.47\|6.32\|151216;2026-03-12\|6.31\|-1.25\|6.36\|6.42\|6.29\|117835;2026-03-13\|6.15\|-2.54\|6.30\|6.34\|6.13\|209854;2026-03-16\|6.04\|-1.79\|6.16\|6.20\|5.92\|253720;2026-03-17\|5.84\|-3.31\|6.10\|6.11\|5.82\|241040;2026-03-18\|6.04\|3.42\|5.96\|6.04\|5.87\|219049;2026-03-19\|5.90\|-2.32\|5.95\|6.00\|5.87\|172996;2026-03-20\|5.78\|-2.03\|5.94\|5.95\|5.78\|182451;2026-03-23\|5.49\|-5.02\|5.62\|5.62\|5.49\|256941;2026-03-24\|5.38\|-2.00\|5.49\|5.49\|5.22\|418693;2026-03-25\|5.62\|4.46\|5.39\|5.65\|5.39\|278704;2026-03-26\|5.54\|-1.42\|5.61\|5.68\|5.52\|169447;2026-03-27\|5.68\|2.53\|5.48\|5.71\|5.45\|171571;2026-03-30\|5.68\|0.00\|5.83\|5.90\|5.66\|281941;2026-03-31\|5.67\|-0.18\|5.67\|5.85\|5.66\|223106;2026-04-01\|5.77\|1.76\|5.79\|5.80\|5.69\|164995;2026-04-02\|5.64\|-2.25\|5.77\|5.85\|5.58\|203511;2026-04-03\|5.55\|-1.60\|5.65\|5.67\|5.50\|150257;2026-04-07\|5.54\|-0.18\|5.59\|5.64\|5.51\|139175;2026-04-08\|5.82\|5.05\|5.65\|5.82\|5.64\|210215;2026-04-09\|5.78\|-0.69\|5.78\|5.85\|5.75\|204003;2026-04-10\|5.95\|2.94\|5.86\|6.04\|5.85\|199096;2026-04-13\|6.11\|2.69\|5.95\|6.18\|5.95\|193783;2026-04-14\|6.14\|0.49\|6.13\|6.21\|6.05\|191366;2026-04-15\|6.10\|-0.65\|6.20\|6.21\|6.08\|131693;2026-04-16\|6.18\|1.31\|6.13\|6.27\|6.10\|175821;2026-04-17\|6.18\|0.00\|6.14\|6.33\|6.11\|192543;2026-04-20\|6.08\|-1.62\|6.15\|6.15\|5.95\|197135;2026-04-21\|6.03\|-0.82\|6.08\|6.10\|5.93\|144839;2026-04-22\|5.96\|-1.16\|6.01\|6.03\|5.93\|126645;2026-04-23\|6.00\|0.67\|5.98\|6.06\|5.96\|139110;2026-04-24\|5.87\|-2.17\|5.96\|6.01\|5.82\|166169;2026-04-27\|6.09\|3.75\|5.87\|6.11\|5.85\|180622;2026-04-28\|6.07\|-0.33\|6.06\|6.11\|5.97\|150499;2026-04-29\|5.97\|-1.65\|5.90\|6.04\|5.87\|215355;2026-04-30\|5.93\|-0.67\|6.02\|6.11\|5.91\|166788;2026-05-06\|6.10\|2.87\|6.04\|6.11\|6.03\|227785;2026-05-07\|6.08\|-0.33\|6.15\|6.18\|6.05\|192922;2026-05-08\|6.14\|0.99\|6.10\|6.16\|6.04\|221815;2026-05-11\|6.12\|-0.33\|6.25\|6.31\|6.11\|238844;2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018
118000		ITO靶材投产+铟资源循环+ST板块行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月30日机构调研，公司年产50吨的ITO靶材生产线将于今天下午举行投产仪式，并产出首批产品，此前公司预计不晚于今年6月底投产。 2、据2026年5月27日年报更正后及2026年5月13日关注函回复公告，公司聚焦稀有金属铟的资源化循环领域，已构建“含铟固危废回收—高纯铟制备—ITO靶材制造”的业务条线，此项目设计产能为50吨/年。 3、据2026年4月28日公告，公司2026年一季度归母净利润930.04万元，同比扭亏为盈；公司目前因其他风险警示仍为ST状态，市场对靶材投产后的业务转型存在关注。	公司一季度净利润同比增长171.81%	2026-03-04\|3.82\|4.95\|3.61\|3.82\|3.58\|721820;2026-03-05\|4.01\|4.97\|4.01\|4.01\|4.01\|50354;2026-03-06\|4.16\|3.74\|4.21\|4.21\|3.99\|4707780;2026-03-09\|4.02\|-3.37\|4.12\|4.36\|3.98\|2461856;2026-03-10\|4.22\|4.98\|4.22\|4.22\|4.10\|581734;2026-03-11\|4.43\|4.98\|4.43\|4.43\|4.43\|29389;2026-03-12\|4.65\|4.97\|4.65\|4.65\|4.65\|81605;2026-03-20\|4.87\|4.73\|4.88\|4.88\|4.77\|2963038;2026-03-23\|4.63\|-4.93\|4.63\|4.95\|4.63\|2127817;2026-03-24\|4.45\|-3.89\|4.86\|4.86\|4.40\|3374463;2026-03-25\|4.23\|-4.94\|4.41\|4.46\|4.23\|1497835;2026-03-26\|4.02\|-4.96\|4.02\|4.02\|4.02\|146347;2026-03-27\|4.11\|2.24\|3.82\|4.22\|3.82\|3094410;2026-03-30\|3.90\|-5.11\|3.91\|3.99\|3.90\|1550974;2026-03-31\|3.71\|-4.87\|3.80\|3.91\|3.71\|1040661;2026-04-01\|3.74\|0.81\|3.62\|3.88\|3.52\|2187356;2026-04-02\|3.93\|5.08\|3.61\|3.93\|3.59\|1550877;2026-04-03\|4.13\|5.09\|3.98\|4.13\|3.90\|2331658;2026-04-07\|3.92\|-5.08\|3.98\|4.07\|3.92\|1235163;2026-04-08\|3.73\|-4.85\|3.80\|3.91\|3.72\|1838224;2026-04-09\|3.68\|-1.34\|3.78\|3.86\|3.66\|1132533;2026-04-10\|3.50\|-4.89\|3.69\|3.71\|3.50\|1533766;2026-04-13\|3.42\|-2.29\|3.38\|3.55\|3.33\|1487566;2026-04-14\|3.59\|4.97\|3.44\|3.59\|3.39\|1194324;2026-04-15\|3.71\|3.34\|3.66\|3.77\|3.58\|1613589;2026-04-16\|3.90\|5.12\|3.65\|3.90\|3.63\|1319993;2026-04-17\|4.10\|5.13\|4.01\|4.10\|3.98\|1264163;2026-04-20\|3.90\|-4.88\|4.00\|4.04\|3.90\|837400;2026-04-21\|4.01\|2.82\|3.71\|4.09\|3.71\|1578380;2026-04-22\|4.21\|4.99\|4.05\|4.21\|4.02\|987792;2026-04-23\|4.34\|3.09\|4.39\|4.42\|4.23\|1711259;2026-04-24\|4.49\|3.46\|4.25\|4.52\|4.18\|1181197;2026-04-27\|4.37\|-2.67\|4.58\|4.58\|4.27\|1502514;2026-04-28\|4.59\|5.03\|4.59\|4.59\|4.44\|1185960;2026-04-29\|4.78\|4.14\|4.70\|4.82\|4.66\|1521487;2026-04-30\|4.92\|2.93\|4.66\|4.96\|4.63\|1155235;2026-05-06\|5.17\|5.08\|5.06\|5.17\|5.05\|311162;2026-05-07\|5.43\|5.03\|5.43\|5.43\|5.43\|117335;2026-05-08\|5.67\|4.42\|5.70\|5.70\|5.18\|1841338;2026-05-11\|5.95\|4.94\|5.74\|5.95\|5.55\|953863;2026-05-12\|6.25\|5.04\|6.06\|6.25\|6.01\|569302;2026-05-13\|6.56\|4.96\|6.49\|6.56\|6.42\|559891;2026-05-14\|6.23\|-5.03\|6.84\|6.89\|6.23\|1810140;2026-05-15\|5.92\|-4.98\|5.92\|5.92\|5.92\|163880;2026-05-18\|6.22\|5.07\|5.62\|6.22\|5.62\|1467802;2026-05-19\|6.09\|-2.09\|6.20\|6.53\|5.95\|1854507;2026-05-20\|5.80\|-4.76\|6.09\|6.21\|5.79\|1517737;2026-05-21\|5.51\|-5.00\|5.80\|6.00\|5.51\|1327783;2026-05-22\|5.79\|5.08\|5.60\|5.79\|5.35\|1099955;2026-05-25\|6.08\|5.01\|6.06\|6.08\|6.00\|278691;2026-05-26\|6.38\|4.93\|6.38\|6.38\|5.81\|1563180;2026-05-27\|6.60\|3.45\|6.31\|6.69\|6.13\|1550235;2026-05-28\|6.50\|-1.52\|6.61\|6.77\|6.36\|1142896;2026-05-29\|6.18\|-4.92\|6.40\|6.53\|6.18\|1044674;2026-06-01\|5.87\|-5.02\|6.01\|6.18\|5.87\|1038831;2026-06-02\|6.16\|4.94\|5.96\|6.16\|5.76\|906906;2026-06-03\|6.30\|2.27\|6.20\|6.46\|6.17\|1010116;2026-06-04\|6.04\|-4.13\|6.20\|6.28\|5.99\|923067;2026-06-05\|5.75\|-4.80\|5.95\|6.03\|5.74\|880874;2026-06-08\|5.46\|-5.04\|5.46\|5.63\|5.46\|683063;2026-06-09\|5.73\|4.95\|5.55\|5.73\|5.43\|821140;2026-06-10\|5.44\|-5.06\|5.55\|5.62\|5.44\|833941;2026-06-11\|5.48\|0.74\|5.37\|5.66\|5.32\|676279;2026-06-12\|5.50\|0.36\|5.56\|5.66\|5.39\|626021;2026-06-15\|5.75\|4.55\|5.60\|5.78\|5.52\|806920;2026-06-16\|5.66\|-1.57\|5.75\|5.87\|5.60\|803311;2026-06-17\|5.42\|-4.24\|5.51\|5.53\|5.38\|947503;2026-06-18\|5.20\|-4.06\|5.30\|5.54\|5.15\|836998;2026-06-22\|5.39\|3.65\|5.28\|5.46\|5.28\|816831;2026-06-23\|5.12\|-5.01\|5.34\|5.38\|5.12\|779357;2026-06-24\|5.04\|-1.56\|5.04\|5.25\|4.86\|1056901;2026-06-25\|4.79\|-4.96\|4.97\|4.97\|4.79\|783331;2026-06-26\|4.55\|-5.01\|4.63\|4.70\|4.55\|768072;2026-06-29\|4.32\|-5.05\|4.40\|4.47\|4.32\|424662;2026-06-30\|4.54\|5.09\|4.10\|4.54\|4.10\|750398;2026-07-01\|4.77\|5.07\|4.77\|4.77\|4.77\|72884;2026-07-02\|5.01\|5.03\|5.01\|5.01\|4.87\|443973;2026-07-03\|5.26\|4.99\|5.18\|5.26\|5.10\|1151161;2026-07-06\|5.01\|-4.75\|5.39\|5.65\|5.00\|1251873;2026-07-07\|5.42\|8.18\|4.97\|5.50\|4.92\|1217767;2026-07-08\|5.69\|4.98\|5.30\|5.84\|5.27\|1239419;2026-07-09\|5.28\|-7.21\|5.70\|5.93\|5.28\|1532289;2026-07-10\|5.34\|1.14\|5.17\|5.40\|5.07\|990750
117999		储能+再生铜+冶金工程行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年4月29日年报，控股子公司联合立本成功切入储能电站开发建设赛道，实现向新型电力系统建设的转型升级。 2、据2026年4月29日年报，公司业务覆盖再生铜制造领域，旗下通山神雾正推进再生铜资源回收利用项目。 3、据2026年4月29日年报，公司旗下江苏院具备冶金行业甲级设计资质，主营冶金工程、节能环保等业务。	公司一季度业绩同比减亏	2026-03-03\|3.40\|0.29\|3.39\|3.54\|3.38\|60165;2026-03-04\|3.40\|0.00\|3.36\|3.41\|3.34\|30540;2026-03-05\|3.37\|-0.88\|3.44\|3.50\|3.37\|26272;2026-03-06\|3.41\|1.19\|3.40\|3.43\|3.36\|27795;2026-03-09\|3.38\|-0.88\|3.48\|3.49\|3.35\|40256;2026-03-10\|3.36\|-0.59\|3.35\|3.38\|3.33\|45313;2026-03-11\|3.34\|-0.60\|3.37\|3.39\|3.34\|31814;2026-03-12\|3.34\|0.00\|3.36\|3.40\|3.34\|28190;2026-03-13\|3.31\|-0.90\|3.36\|3.36\|3.30\|37587;2026-03-16\|3.32\|0.30\|3.37\|3.38\|3.29\|27929;2026-03-17\|3.49\|5.12\|3.32\|3.49\|3.30\|52044;2026-03-18\|3.53\|1.15\|3.64\|3.65\|3.48\|87233;2026-03-19\|3.49\|-1.13\|3.46\|3.57\|3.44\|42637;2026-03-20\|3.51\|0.57\|3.48\|3.61\|3.48\|45358;2026-03-23\|3.42\|-2.56\|3.46\|3.51\|3.33\|49809;2026-03-24\|3.41\|-0.29\|3.46\|3.54\|3.36\|38971;2026-03-25\|3.36\|-1.47\|3.39\|3.41\|3.27\|84613;2026-03-26\|3.31\|-1.49\|3.37\|3.38\|3.31\|39182;2026-03-27\|3.36\|1.51\|3.34\|3.38\|3.30\|33587;2026-03-30\|3.37\|0.30\|3.35\|3.42\|3.34\|31717;2026-03-31\|3.32\|-1.48\|3.38\|3.41\|3.31\|36766;2026-04-01\|3.40\|2.41\|3.36\|3.40\|3.34\|45884;2026-04-02\|3.41\|0.29\|3.40\|3.57\|3.38\|91589;2026-04-03\|3.38\|-0.88\|3.41\|3.43\|3.34\|32082;2026-04-07\|3.36\|-0.59\|3.38\|3.41\|3.36\|24767;2026-04-08\|3.39\|0.89\|3.39\|3.39\|3.34\|38804;2026-04-09\|3.34\|-1.47\|3.35\|3.39\|3.34\|24560;2026-04-10\|3.37\|0.90\|3.36\|3.37\|3.34\|29895;2026-04-13\|3.50\|3.86\|3.39\|3.53\|3.39\|94603;2026-04-14\|3.47\|-0.86\|3.53\|3.62\|3.43\|65268;2026-04-15\|3.42\|-1.44\|3.47\|3.47\|3.38\|39929;2026-04-16\|3.46\|1.17\|3.45\|3.52\|3.42\|45698;2026-04-17\|3.49\|0.87\|3.47\|3.54\|3.43\|56769;2026-04-20\|3.61\|3.44\|3.49\|3.65\|3.49\|92772;2026-04-21\|3.48\|-3.60\|3.61\|3.74\|3.43\|134048;2026-04-22\|3.51\|0.86\|3.46\|3.60\|3.46\|111303;2026-04-23\|3.37\|-3.99\|3.51\|3.55\|3.34\|123614;2026-04-24\|3.39\|0.59\|3.37\|3.44\|3.36\|68348;2026-04-27\|3.56\|5.01\|3.40\|3.56\|3.39\|128947;2026-04-28\|3.69\|3.65\|3.74\|3.74\|3.65\|169909;2026-04-29\|3.87\|4.88\|3.87\|3.87\|3.87\|32156;2026-04-30\|3.75\|-3.10\|4.06\|4.06\|3.68\|300075;2026-05-06\|3.74\|-0.27\|3.75\|3.89\|3.65\|190429;2026-05-07\|3.80\|1.60\|3.71\|3.83\|3.70\|119525;2026-05-08\|3.82\|0.53\|3.82\|3.96\|3.81\|150706;2026-05-11\|3.84\|0.52\|3.82\|3.87\|3.73\|141216;2026-05-12\|3.87\|0.78\|3.88\|3.92\|3.82\|100312;2026-05-13\|3.88\|0.26\|3.88\|3.97\|3.86\|137789;2026-05-14\|3.80\|-2.06\|3.89\|3.93\|3.78\|83052;2026-05-15\|3.75\|-1.32\|3.80\|3.84\|3.74\|80607;2026-05-18\|3.74\|-0.27\|3.81\|3.81\|3.70\|66313;2026-05-19\|3.73\|-0.27\|3.72\|3.76\|3.71\|54645;2026-05-20\|3.72\|-0.27\|3.74\|3.76\|3.68\|42326;2026-05-21\|3.70\|-0.54\|3.72\|3.75\|3.65\|55226;2026-05-22\|3.82\|3.24\|3.72\|3.82\|3.68\|62943;2026-05-25\|3.80\|-0.52\|3.84\|3.88\|3.77\|83680;2026-05-26\|3.78\|-0.53\|3.80\|3.83\|3.72\|58761;2026-05-27\|3.72\|-1.59\|3.79\|3.82\|3.71\|39528;2026-05-28\|3.74\|0.54\|3.72\|3.75\|3.69\|40884;2026-05-29\|3.71\|-0.80\|3.73\|3.78\|3.69\|36094;2026-06-01\|3.72\|0.27\|3.65\|3.74\|3.61\|37233;2026-06-02\|3.71\|-0.27\|3.75\|3.76\|3.68\|35483;2026-06-03\|3.52\|-5.12\|3.52\|3.52\|3.52\|9151;2026-06-04\|3.34\|-5.11\|3.34\|3.34\|3.34\|9743;2026-06-05\|3.44\|2.99\|3.17\|3.47\|3.17\|341251;2026-06-08\|3.27\|-4.94\|3.27\|3.38\|3.27\|156022;2026-06-09\|3.21\|-1.83\|3.29\|3.34\|3.16\|63216;2026-06-10\|3.05\|-4.98\|3.20\|3.27\|3.05\|87701;2026-06-11\|3.02\|-0.98\|3.05\|3.09\|2.97\|72037;2026-06-12\|3.17\|4.97\|3.09\|3.17\|3.07\|52055;2026-06-15\|3.07\|-3.15\|3.23\|3.23\|3.07\|85688;2026-06-16\|3.08\|0.33\|3.12\|3.12\|3.02\|48593;2026-06-17\|3.05\|-0.97\|3.09\|3.10\|3.05\|32603;2026-06-18\|3.01\|-1.31\|3.07\|3.07\|2.99\|42904;2026-06-22\|2.99\|-0.66\|3.06\|3.11\|2.96\|44615;2026-06-23\|2.94\|-1.67\|3.00\|3.05\|2.88\|43442;2026-06-24\|2.87\|-2.38\|2.93\|2.93\|2.83\|51658;2026-06-25\|2.74\|-4.53\|2.92\|2.92\|2.73\|69532;2026-06-26\|2.71\|-1.09\|2.70\|2.74\|2.63\|60549;2026-06-29\|2.59\|-4.43\|2.72\|2.77\|2.58\|47784;2026-06-30\|2.72\|5.02\|2.72\|2.72\|2.63\|78579;2026-07-01\|2.86\|5.15\|2.85\|2.86\|2.85\|20030;2026-07-02\|3.00\|4.90\|2.93\|3.00\|2.90\|71422;2026-07-03\|3.12\|4.00\|3.12\|3.14\|2.95\|88935;2026-07-06\|2.96\|-5.13\|3.16\|3.20\|2.95\|63966;2026-07-07\|2.87\|-3.04\|2.96\|2.98\|2.84\|49433;2026-07-08\|2.89\|0.70\|2.85\|2.97\|2.82\|43497;2026-07-09\|2.86\|-1.04\|2.89\|2.90\|2.84\|25982;2026-07-10\|2.89\|1.05\|2.86\|2.92\|2.78\|42983
117998		控制权变更+男装品牌+ST板块 1、据2026年6月18日公告，控股股东方维同创向广州延丰数字科技有限公司协议转让公司14.81%股份，已于2026年6月17日完成过户登记，公司控股股东变更为延丰数字，实际控制人变更为王波。 2、据2025年年报，公司以“步森男装”为主打品牌，拥有完整的研发、设计、制造和销售体系，并积极拓展直营与新零售业务。 3、据2026年5月14日公告，公司已向深交所申请撤销退市风险警示及其他风险警示，该申请能否获得同意尚存在不确定性。	公司25年净利润同比扭亏为盈	2026-03-03\|12.95\|-4.99\|13.73\|13.73\|12.95\|26367;2026-03-04\|13.46\|3.94\|12.79\|13.58\|12.30\|40970;2026-03-05\|14.13\|4.98\|13.63\|14.13\|13.63\|16522;2026-03-06\|14.37\|1.70\|14.56\|14.84\|14.27\|36599;2026-03-09\|13.96\|-2.85\|14.14\|14.58\|13.70\|26427;2026-03-10\|14.43\|3.37\|13.99\|14.48\|13.99\|19285;2026-03-11\|14.96\|3.67\|14.48\|15.02\|14.30\|22753;2026-03-12\|15.05\|0.60\|15.14\|15.50\|14.83\|20531;2026-03-13\|14.88\|-1.13\|15.05\|15.40\|14.87\|20679;2026-03-23\|14.27\|-4.10\|15.62\|15.62\|14.14\|87790;2026-03-24\|13.92\|-2.45\|13.76\|14.30\|13.63\|37105;2026-03-25\|13.30\|-4.45\|14.00\|14.15\|13.22\|54157;2026-03-26\|13.97\|5.04\|13.32\|13.97\|13.07\|22236;2026-03-27\|14.67\|5.01\|14.28\|14.67\|13.97\|37961;2026-03-30\|15.14\|3.20\|14.48\|15.28\|14.33\|32650;2026-03-31\|14.81\|-2.18\|15.50\|15.50\|14.62\|24338;2026-04-01\|14.91\|0.68\|14.90\|15.40\|14.67\|17441;2026-04-02\|14.30\|-4.09\|14.39\|14.74\|14.21\|16013;2026-04-03\|14.15\|-1.05\|14.30\|14.40\|13.86\|12114;2026-04-07\|14.12\|-0.21\|14.20\|14.26\|14.00\|7385;2026-04-08\|13.98\|-0.99\|14.26\|14.50\|13.82\|26778;2026-04-09\|13.85\|-0.93\|14.00\|14.00\|13.30\|11499;2026-04-10\|13.74\|-0.79\|13.87\|14.12\|13.48\|29067;2026-04-13\|13.19\|-4.00\|13.48\|13.48\|13.05\|40678;2026-04-14\|12.54\|-4.93\|12.53\|13.10\|12.53\|49208;2026-04-15\|13.17\|5.02\|12.75\|13.17\|12.71\|18256;2026-04-16\|13.61\|3.34\|13.50\|13.78\|13.36\|34654;2026-04-17\|13.85\|1.76\|13.60\|14.11\|13.40\|19419;2026-04-20\|13.89\|0.29\|13.75\|14.27\|13.75\|31620;2026-04-21\|13.74\|-1.08\|13.78\|14.02\|13.56\|19941;2026-04-22\|13.36\|-2.77\|13.74\|13.85\|13.25\|23153;2026-04-23\|12.79\|-4.27\|13.30\|13.40\|12.74\|36730;2026-04-24\|12.70\|-0.70\|12.84\|13.24\|12.59\|22510;2026-04-27\|13.34\|5.04\|12.60\|13.34\|12.55\|30242;2026-04-28\|14.01\|5.02\|13.90\|14.01\|13.81\|12080;2026-04-29\|14.20\|1.36\|14.71\|14.71\|14.06\|97634;2026-04-30\|14.41\|1.48\|14.50\|14.70\|14.16\|41412;2026-05-06\|14.24\|-1.18\|14.41\|14.70\|14.04\|46460;2026-05-07\|14.39\|1.05\|14.37\|14.58\|14.16\|27852;2026-05-08\|15.11\|5.00\|14.47\|15.11\|14.44\|44073;2026-05-11\|15.87\|5.03\|15.50\|15.87\|15.21\|44442;2026-05-12\|16.44\|3.59\|15.87\|16.66\|15.87\|67306;2026-05-13\|17.26\|4.99\|16.51\|17.26\|16.29\|25029;2026-05-14\|17.64\|2.20\|18.10\|18.12\|17.40\|88002;2026-05-15\|16.76\|-4.99\|17.90\|18.02\|16.76\|59766;2026-05-18\|16.65\|-0.66\|16.76\|17.02\|16.10\|35627;2026-05-19\|16.32\|-1.98\|16.90\|16.90\|16.15\|30968;2026-05-20\|15.95\|-2.27\|16.32\|16.50\|15.65\|23557;2026-05-21\|15.66\|-1.82\|15.73\|16.53\|15.37\|35440;2026-05-22\|16.14\|3.07\|15.97\|16.44\|15.65\|36198;2026-05-25\|16.08\|-0.37\|15.91\|16.49\|15.91\|26462;2026-05-26\|16.88\|4.98\|16.01\|16.88\|16.01\|19718;2026-05-27\|16.67\|-1.24\|17.29\|17.72\|16.52\|40096;2026-05-28\|16.40\|-1.62\|16.48\|16.78\|16.20\|22654;2026-05-29\|15.86\|-3.29\|16.52\|16.86\|15.59\|33265;2026-06-01\|16.15\|1.83\|16.00\|16.25\|15.69\|20000;2026-06-02\|16.09\|-0.37\|16.50\|16.65\|15.90\|23025;2026-06-03\|16.01\|-0.50\|15.97\|16.21\|15.60\|18117;2026-06-04\|15.81\|-1.25\|15.72\|16.07\|15.72\|14404;2026-06-05\|15.88\|0.44\|15.72\|16.06\|15.42\|14720;2026-06-08\|15.64\|-1.51\|15.70\|16.02\|15.30\|20120;2026-06-09\|15.98\|2.17\|16.15\|16.15\|15.38\|21401;2026-06-10\|15.86\|-0.75\|15.98\|16.50\|15.74\|20115;2026-06-11\|15.79\|-0.44\|15.70\|15.87\|15.50\|10667;2026-06-12\|16.44\|4.12\|16.00\|16.58\|15.61\|29211;2026-06-15\|16.65\|1.28\|16.39\|16.75\|16.10\|20813;2026-06-16\|16.21\|-2.64\|16.66\|16.84\|16.17\|17682;2026-06-17\|16.01\|-1.23\|16.20\|16.26\|15.81\|22900;2026-06-18\|16.48\|2.94\|16.00\|16.49\|15.90\|16991;2026-06-22\|15.68\|-4.85\|16.42\|16.42\|15.68\|22158;2026-06-23\|15.12\|-3.57\|15.65\|15.65\|14.90\|26261;2026-06-24\|15.12\|0.00\|15.09\|15.30\|14.69\|10761;2026-06-25\|14.46\|-4.37\|15.20\|15.20\|14.38\|16673;2026-06-26\|14.09\|-2.56\|14.46\|14.46\|13.79\|27778;2026-06-29\|13.41\|-4.83\|14.08\|14.16\|13.39\|23905;2026-06-30\|14.08\|5.00\|13.48\|14.08\|13.41\|14092;2026-07-01\|14.78\|4.97\|14.78\|14.78\|14.32\|5561;2026-07-02\|15.52\|5.01\|15.52\|15.52\|15.52\|6267;2026-07-03\|16.21\|4.45\|15.89\|16.23\|15.10\|44488;2026-07-06\|15.20\|-6.23\|16.46\|16.47\|15.14\|26750;2026-07-07\|15.03\|-1.12\|15.28\|15.48\|14.83\|17746;2026-07-08\|14.67\|-2.40\|15.06\|15.10\|14.54\|11646;2026-07-09\|14.45\|-1.50\|14.60\|14.98\|14.25\|11196;2026-07-10\|14.52\|0.48\|14.57\|14.69\|14.21\|10328
117997		线束业务+半导体设备+申请摘帽+颖泉国资行业原因：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4月23日年报，公司精密线束产品涵盖新能源、汽车、储能、光伏及工业机器人线束，2025年线束业务收入达1.29亿元，实现跨越式增长，成为核心增长引擎。 2、据2026年6月9日互动易，控股子公司和科达半导体具备光刻、涂胶显影、清洗三大核心设备研发制造能力，面向先进封装及前道制程领域，2025年实现营收2317.68万元。 3、据2026年4月23日年报，公司2025年实现营业收入2.67亿元，归母净利润1770.66万元，同比扭亏为盈，已申请撤销退市风险警示。 4、据2026年4月23日年报，公司最终控制人为阜阳市颍泉区人民政府国有资产监督管理委员会，属于国有企业。	公司25年业绩同比扭亏	2026-03-03\|23.08\|-2.57\|23.75\|23.92\|22.91\|32665;2026-03-04\|23.12\|0.17\|22.80\|23.20\|22.71\|12038;2026-03-05\|24.12\|4.33\|23.30\|24.28\|23.30\|31426;2026-03-06\|24.50\|1.58\|24.15\|25.10\|24.15\|34482;2026-03-09\|24.33\|-0.69\|23.88\|24.61\|23.65\|29965;2026-03-10\|24.95\|2.55\|24.60\|25.06\|24.44\|41511;2026-03-11\|24.46\|-1.96\|25.05\|25.05\|24.41\|27125;2026-03-12\|23.94\|-2.13\|24.56\|24.60\|23.80\|19509;2026-03-13\|23.86\|-0.33\|23.75\|24.21\|23.63\|18758;2026-03-16\|23.79\|-0.29\|23.65\|23.83\|23.20\|22941;2026-03-17\|23.75\|-0.17\|23.85\|24.48\|23.59\|23550;2026-03-18\|24.03\|1.18\|23.76\|24.20\|23.58\|26468;2026-03-19\|23.36\|-2.79\|23.78\|24.03\|23.21\|17450;2026-03-20\|22.19\|-5.01\|22.96\|23.25\|22.19\|42752;2026-03-23\|21.08\|-5.00\|21.16\|21.59\|21.08\|28847;2026-03-24\|21.46\|1.80\|20.87\|21.86\|20.22\|45453;2026-03-25\|21.52\|0.28\|21.74\|21.78\|21.22\|24148;2026-03-26\|21.20\|-1.49\|21.51\|21.70\|21.04\|22540;2026-03-27\|21.66\|2.17\|20.92\|21.90\|20.79\|21624;2026-03-30\|22.42\|3.51\|21.52\|22.45\|21.18\|21274;2026-03-31\|21.55\|-3.88\|22.50\|22.95\|21.50\|27456;2026-04-01\|21.83\|1.30\|21.82\|22.03\|21.59\|13284;2026-04-02\|22.63\|3.66\|21.79\|22.92\|21.63\|33733;2026-04-03\|21.79\|-3.71\|22.60\|22.60\|21.75\|22680;2026-04-07\|22.25\|2.11\|21.82\|22.59\|21.82\|18528;2026-04-08\|22.99\|3.33\|22.80\|23.25\|22.62\|18750;2026-04-09\|23.39\|1.74\|22.88\|23.75\|22.70\|27469;2026-04-10\|23.46\|0.30\|23.45\|23.95\|23.32\|21897;2026-04-13\|23.78\|1.36\|23.46\|24.08\|23.40\|33843;2026-04-14\|24.67\|3.74\|23.78\|24.97\|23.61\|41488;2026-04-15\|24.33\|-1.38\|24.80\|25.45\|24.33\|40387;2026-04-16\|25.37\|4.27\|24.60\|25.46\|24.41\|42383;2026-04-17\|26.08\|2.80\|25.37\|26.50\|25.37\|37163;2026-04-20\|25.86\|-0.84\|25.48\|26.08\|25.47\|40303;2026-04-21\|25.99\|0.50\|25.87\|26.53\|25.71\|45271;2026-04-22\|25.34\|-2.50\|25.80\|26.08\|24.90\|53869;2026-04-23\|24.90\|-1.74\|25.31\|25.54\|24.07\|63365;2026-04-24\|25.00\|0.40\|25.20\|25.26\|24.57\|24617;2026-04-27\|24.56\|-1.76\|25.00\|25.10\|24.20\|34023;2026-04-28\|23.95\|-2.48\|24.56\|24.73\|23.69\|29918;2026-04-29\|23.93\|-0.08\|23.81\|24.20\|23.69\|17998;2026-04-30\|23.30\|-2.63\|23.35\|23.53\|23.05\|36218;2026-05-06\|22.71\|-2.53\|23.20\|23.20\|22.67\|39360;2026-05-07\|23.85\|5.02\|22.68\|23.85\|22.68\|46873;2026-05-08\|24.80\|3.98\|24.00\|25.04\|23.87\|52802;2026-05-11\|24.62\|-0.73\|24.90\|25.06\|24.38\|33046;2026-05-12\|24.67\|0.20\|24.80\|25.10\|24.46\|30952;2026-05-13\|25.66\|4.01\|24.81\|25.78\|24.58\|37007;2026-05-14\|25.18\|-1.87\|25.88\|25.96\|24.90\|38446;2026-05-15\|25.81\|2.50\|25.52\|25.94\|25.29\|32294;2026-05-18\|24.87\|-3.64\|25.30\|25.48\|24.72\|31388;2026-05-19\|25.25\|1.53\|24.87\|25.32\|24.73\|21008;2026-05-20\|26.03\|3.09\|25.10\|26.27\|24.44\|49040;2026-05-21\|25.30\|-2.80\|26.00\|26.41\|25.00\|29683;2026-05-22\|26.57\|5.02\|25.40\|26.57\|25.18\|57677;2026-05-25\|26.26\|-1.17\|26.57\|26.98\|26.09\|46357;2026-05-26\|25.50\|-2.89\|26.52\|26.66\|25.20\|30790;2026-05-27\|25.40\|-0.39\|25.68\|25.89\|24.96\|28265;2026-05-28\|25.48\|0.32\|25.20\|25.90\|25.16\|28238;2026-05-29\|24.79\|-2.71\|25.48\|25.84\|24.73\|26761;2026-06-01\|24.81\|0.08\|24.55\|24.96\|24.25\|19737;2026-06-02\|25.04\|0.93\|24.80\|25.35\|24.57\|19271;2026-06-03\|24.80\|-0.96\|24.95\|25.01\|24.45\|17581;2026-06-04\|24.94\|0.56\|24.51\|25.31\|24.40\|24245;2026-06-05\|25.05\|0.44\|24.88\|25.42\|24.08\|32048;2026-06-08\|24.96\|-0.36\|24.39\|24.96\|24.21\|24531;2026-06-09\|25.00\|0.16\|24.97\|25.21\|24.75\|18189;2026-06-10\|25.62\|2.48\|24.85\|26.25\|24.81\|47662;2026-06-11\|25.19\|-1.68\|25.62\|25.95\|25.07\|24316;2026-06-12\|26.23\|4.13\|25.32\|26.40\|25.21\|34851;2026-06-15\|25.85\|-1.45\|25.90\|26.00\|25.58\|28767;2026-06-16\|26.04\|0.73\|25.73\|26.16\|25.66\|24877;2026-06-17\|27.10\|4.07\|25.98\|27.10\|25.92\|38632;2026-06-18\|28.46\|5.02\|27.17\|28.46\|26.82\|44249;2026-06-22\|27.04\|-4.99\|28.25\|28.25\|27.04\|63938;2026-06-23\|27.79\|2.77\|26.89\|27.93\|26.06\|37042;2026-06-24\|27.66\|-0.47\|27.73\|28.13\|26.68\|30957;2026-06-25\|26.91\|-2.71\|28.00\|28.00\|26.82\|27676;2026-06-26\|28.26\|5.02\|26.55\|28.26\|26.31\|43979;2026-06-29\|28.64\|1.34\|28.26\|29.29\|28.04\|41178;2026-06-30\|30.07\|4.99\|28.90\|30.07\|28.36\|37826;2026-07-01\|29.55\|-1.73\|30.53\|31.30\|29.37\|45935;2026-07-02\|28.68\|-2.94\|29.00\|29.83\|28.46\|31044;2026-07-03\|29.49\|2.82\|28.45\|29.98\|28.45\|25595;2026-07-06\|28.01\|-5.02\|29.50\|29.74\|27.70\|30169;2026-07-07\|26.66\|-4.82\|27.78\|28.22\|26.09\|30613;2026-07-08\|27.94\|4.80\|26.47\|28.44\|26.43\|22990;2026-07-09\|28.83\|3.19\|28.00\|28.99\|27.50\|29190;2026-07-10\|28.97\|0.49\|28.85\|29.98\|28.59\|28491
117996		重整投资人招募+石墨新材料+机器人概念行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年7月1日公告，公司间接控股股东新华锦集团等二十二家公司实质合并重整管理人于2026年6月30日发布意向投资人招募公告，面向社会公开招募意向重整投资人。 2、据2026年4月25日年报及2026年6月30日投资者关系活动记录表，公司重点布局石墨新材料领域，控股青岛森汇、青岛海正两座石墨矿，正推进矿山建设及采矿证办理，致力于向高附加值石墨新材料延伸。 3、据2025年8月27日半年报，公司合资成立锦鹏机器人深圳有限公司，主要围绕外骨骼可穿戴设备、柔性电子皮肤及具身智能前沿技术研究等开展业务，相关产品应用于户外运动及老年助行领域。	公司控股股东占用资金已全额清偿	2026-04-27\|7.07\|5.05\|7.07\|7.07\|7.07\|5959;2026-04-28\|7.42\|4.95\|7.42\|7.42\|7.42\|3757;2026-04-29\|7.79\|4.99\|7.79\|7.79\|7.79\|5580;2026-04-30\|7.40\|-5.01\|8.18\|8.18\|7.40\|673897;2026-05-06\|7.03\|-5.00\|7.10\|7.25\|7.03\|144450;2026-05-07\|6.68\|-4.98\|6.78\|6.87\|6.68\|383283;2026-05-08\|6.64\|-0.60\|6.70\|6.84\|6.58\|236926;2026-05-11\|6.34\|-4.52\|6.58\|6.59\|6.31\|307505;2026-05-12\|6.66\|5.05\|6.38\|6.66\|6.34\|177302;2026-05-13\|6.55\|-1.65\|6.66\|6.67\|6.47\|170763;2026-05-14\|6.70\|2.29\|6.46\|6.87\|6.38\|191497;2026-05-15\|6.65\|-0.75\|6.61\|6.87\|6.57\|139262;2026-05-18\|6.54\|-1.65\|6.54\|6.65\|6.51\|99045;2026-05-19\|6.60\|0.92\|6.55\|6.68\|6.42\|92047;2026-05-20\|6.50\|-1.52\|6.54\|6.61\|6.39\|94716;2026-05-21\|6.51\|0.15\|6.54\|6.77\|6.48\|127308;2026-05-22\|6.49\|-0.31\|6.47\|6.64\|6.46\|74096;2026-05-25\|6.81\|4.93\|6.80\|6.81\|6.71\|40216;2026-05-26\|7.15\|4.99\|7.00\|7.15\|6.86\|243804;2026-05-27\|7.03\|-1.68\|7.07\|7.08\|6.87\|142227;2026-05-28\|7.02\|-0.14\|7.00\|7.23\|6.98\|109312;2026-05-29\|7.20\|2.56\|7.06\|7.37\|6.93\|133602;2026-06-01\|7.01\|-2.64\|7.14\|7.19\|6.85\|132523;2026-06-02\|6.86\|-2.14\|6.98\|7.06\|6.78\|105712;2026-06-03\|6.59\|-3.94\|6.81\|6.92\|6.53\|100694;2026-06-04\|6.31\|-4.25\|6.60\|6.65\|6.26\|116856;2026-06-05\|6.40\|1.43\|6.32\|6.52\|6.23\|88655;2026-06-08\|6.45\|0.78\|6.37\|6.68\|6.29\|89744;2026-06-09\|6.37\|-1.24\|6.39\|6.47\|6.28\|62524;2026-06-10\|6.05\|-5.02\|6.37\|6.37\|6.05\|90481;2026-06-11\|6.13\|1.32\|6.06\|6.20\|5.97\|61619;2026-06-12\|6.39\|4.24\|6.11\|6.43\|6.02\|77887;2026-06-15\|6.54\|2.35\|6.32\|6.64\|6.32\|50043;2026-06-16\|6.54\|0.00\|6.58\|6.64\|6.49\|48089;2026-06-17\|6.36\|-2.75\|6.45\|6.52\|6.33\|43917;2026-06-18\|6.37\|0.16\|6.31\|6.46\|6.30\|48077;2026-06-22\|6.18\|-2.98\|6.28\|6.28\|6.07\|59286;2026-06-23\|6.13\|-0.81\|6.15\|6.28\|6.12\|43633;2026-06-24\|5.87\|-4.24\|6.10\|6.13\|5.85\|69007;2026-06-25\|5.58\|-4.94\|5.75\|5.83\|5.58\|85520;2026-06-26\|5.71\|2.33\|5.58\|5.79\|5.51\|55891;2026-06-29\|6.00\|5.08\|5.72\|6.00\|5.54\|88881;2026-06-30\|6.30\|5.00\|6.25\|6.30\|6.20\|21747;2026-07-01\|6.61\|4.92\|6.53\|6.62\|6.46\|131331;2026-07-02\|6.58\|-0.45\|6.54\|6.89\|6.54\|102909;2026-07-03\|6.60\|0.30\|6.58\|6.68\|6.51\|62231;2026-07-06\|6.39\|-3.18\|6.70\|6.76\|6.35\|71472;2026-07-07\|6.15\|-3.76\|6.26\|6.39\|6.11\|58432;2026-07-08\|6.32\|2.76\|6.11\|6.40\|6.04\|70647;2026-07-09\|6.28\|-0.63\|6.35\|6.48\|6.16\|71765;2026-07-10\|6.30\|0.32\|6.23\|6.37\|6.22\|55341
117995		股权转让+大健康+房地产行业原因： 1、中国银河证券研报指出，2026年1-4月医保统筹基金支出同比增长5.6%，增速回正，将带动下游需求增长，并反映在眼科、专科医院等医疗服务公司应收账款周转情况的向好上。 2、华源证券研报指出，医疗服务板块在2025年业绩筑底企稳后，2026年第一季度出现明确回暖信号。公司原因： 1、据2026年6月25日互动易，公司第一大股东朗地科技之股东深商控股与苏州步步高的股权转让事项尚在进行中，暂未收到该交易的进一步进展通知。 2、据2026年4月25日年报，公司2026年深耕大健康产业主赛道，核心业务涵盖医药制造眼科用药、医疗服务、医疗器械三大板块，推动存量业务提质增效。 3、据2026年4月25日年报，公司旗下地产业务全面进入存量去化阶段，目前在售项目包括珠海中珠山海间二期尾盘等，未来以加快剩余库存销售、回笼资金为原则。	两大股东协议4.03亿元转让公司10.38%股份	2026-03-03\|2.73\|-4.55\|2.89\|2.91\|2.72\|304535;2026-03-04\|2.77\|1.47\|2.70\|2.79\|2.70\|204717;2026-03-05\|2.81\|1.44\|2.81\|2.84\|2.77\|151570;2026-03-06\|2.88\|2.49\|2.79\|2.88\|2.78\|174273;2026-03-09\|3.02\|4.86\|2.90\|3.02\|2.89\|375099;2026-03-10\|3.17\|4.97\|3.11\|3.17\|3.11\|208413;2026-03-11\|3.21\|1.26\|3.16\|3.24\|3.06\|602066;2026-03-12\|3.16\|-1.56\|3.17\|3.27\|3.12\|404658;2026-03-13\|3.06\|-3.16\|3.17\|3.23\|3.02\|367718;2026-03-16\|3.12\|1.96\|3.08\|3.13\|3.01\|232634;2026-03-17\|3.05\|-2.24\|3.12\|3.13\|3.04\|168985;2026-03-18\|3.00\|-1.64\|3.03\|3.08\|2.98\|198852;2026-03-19\|2.97\|-1.00\|2.99\|3.02\|2.94\|200981;2026-03-20\|2.85\|-4.04\|2.97\|3.00\|2.83\|211756;2026-03-23\|2.71\|-4.91\|2.82\|2.82\|2.71\|237270;2026-03-24\|2.78\|2.58\|2.71\|2.78\|2.69\|198499;2026-03-25\|2.84\|2.16\|2.75\|2.87\|2.75\|128664;2026-03-26\|2.76\|-2.82\|2.84\|2.87\|2.75\|149756;2026-03-27\|2.75\|-0.36\|2.76\|2.76\|2.72\|129524;2026-03-30\|2.72\|-1.09\|2.71\|2.77\|2.70\|153181;2026-03-31\|2.73\|0.37\|2.76\|2.78\|2.71\|167044;2026-04-01\|2.77\|1.47\|2.76\|2.81\|2.73\|174522;2026-04-02\|2.68\|-3.25\|2.77\|2.77\|2.64\|216536;2026-04-03\|2.71\|1.12\|2.70\|2.71\|2.64\|84586;2026-04-07\|2.79\|2.95\|2.73\|2.81\|2.73\|162357;2026-04-08\|2.84\|1.79\|2.87\|2.88\|2.81\|154505;2026-04-09\|2.89\|1.76\|2.82\|2.90\|2.81\|175307;2026-04-10\|3.03\|4.84\|2.91\|3.03\|2.90\|242936;2026-04-13\|3.03\|0.00\|2.99\|3.12\|2.98\|268640;2026-04-14\|2.93\|-3.30\|2.98\|3.08\|2.92\|296299;2026-04-15\|2.94\|0.34\|2.97\|2.99\|2.92\|127220;2026-04-16\|2.89\|-1.70\|2.96\|2.96\|2.88\|139112;2026-04-17\|2.95\|2.08\|2.87\|2.96\|2.86\|152403;2026-04-20\|2.92\|-1.02\|2.95\|2.99\|2.91\|117979;2026-04-21\|2.86\|-2.05\|2.90\|2.91\|2.86\|109091;2026-04-22\|2.86\|0.00\|2.87\|2.90\|2.86\|89415;2026-04-23\|2.82\|-1.40\|2.86\|2.88\|2.78\|114606;2026-04-24\|2.83\|0.35\|2.79\|2.84\|2.78\|70759;2026-04-27\|2.74\|-3.18\|2.70\|2.79\|2.70\|169442;2026-04-28\|2.69\|-1.82\|2.73\|2.74\|2.68\|117795;2026-04-29\|2.72\|1.12\|2.69\|2.73\|2.68\|77515;2026-04-30\|2.66\|-2.21\|2.70\|2.72\|2.64\|149273;2026-05-06\|2.65\|-0.38\|2.66\|2.68\|2.64\|111987;2026-05-07\|2.62\|-1.13\|2.65\|2.65\|2.57\|191790;2026-05-08\|2.57\|-1.91\|2.60\|2.66\|2.56\|167837;2026-05-11\|2.49\|-3.11\|2.58\|2.58\|2.46\|240175;2026-05-12\|2.51\|0.80\|2.49\|2.57\|2.48\|149798;2026-05-13\|2.45\|-2.39\|2.53\|2.54\|2.44\|194421;2026-05-14\|2.34\|-4.49\|2.45\|2.46\|2.33\|271812;2026-05-15\|2.46\|5.13\|2.32\|2.46\|2.29\|169137;2026-05-18\|2.58\|4.88\|2.56\|2.58\|2.51\|89725;2026-05-19\|2.54\|-1.55\|2.61\|2.64\|2.52\|256146;2026-05-20\|2.59\|1.97\|2.56\|2.62\|2.49\|211575;2026-05-21\|2.52\|-2.70\|2.60\|2.63\|2.51\|127023;2026-05-22\|2.52\|0.00\|2.55\|2.56\|2.50\|90272;2026-05-25\|2.50\|-0.79\|2.52\|2.53\|2.49\|88214;2026-05-26\|2.59\|3.60\|2.50\|2.63\|2.47\|181790;2026-05-27\|2.60\|0.39\|2.56\|2.65\|2.55\|151809;2026-05-28\|2.61\|0.38\|2.60\|2.64\|2.58\|109536;2026-05-29\|2.51\|-3.83\|2.60\|2.60\|2.49\|160027;2026-06-01\|2.64\|5.18\|2.51\|2.64\|2.50\|119207;2026-06-02\|2.66\|0.76\|2.77\|2.77\|2.63\|283994;2026-06-03\|2.67\|0.38\|2.61\|2.75\|2.61\|148929;2026-06-04\|2.70\|1.12\|2.70\|2.76\|2.67\|172357;2026-06-05\|2.74\|1.48\|2.68\|2.77\|2.67\|125334;2026-06-08\|2.62\|-4.38\|2.72\|2.72\|2.62\|148230;2026-06-09\|2.63\|0.38\|2.62\|2.67\|2.62\|71117;2026-06-10\|2.59\|-1.52\|2.61\|2.62\|2.59\|54730;2026-06-11\|2.54\|-1.93\|2.59\|2.63\|2.51\|72665;2026-06-12\|2.54\|0.00\|2.50\|2.56\|2.50\|56182;2026-06-15\|2.51\|-1.18\|2.58\|2.58\|2.49\|87851;2026-06-16\|2.51\|0.00\|2.52\|2.55\|2.40\|131680;2026-06-17\|2.42\|-3.59\|2.51\|2.53\|2.40\|158742;2026-06-18\|2.37\|-2.07\|2.42\|2.45\|2.32\|115338;2026-06-22\|2.26\|-4.64\|2.39\|2.39\|2.25\|189645;2026-06-23\|2.26\|0.00\|2.26\|2.31\|2.20\|155836;2026-06-24\|2.15\|-4.87\|2.26\|2.26\|2.15\|108360;2026-06-25\|2.04\|-5.12\|2.15\|2.21\|2.04\|247514;2026-06-26\|2.14\|4.90\|2.04\|2.14\|1.94\|210750;2026-06-29\|2.25\|5.14\|2.25\|2.25\|2.23\|46688;2026-06-30\|2.36\|4.89\|2.36\|2.36\|2.24\|281219;2026-07-01\|2.41\|2.12\|2.44\|2.48\|2.36\|311067;2026-07-02\|2.45\|1.66\|2.40\|2.49\|2.37\|186123;2026-07-03\|2.36\|-3.67\|2.44\|2.44\|2.35\|158233;2026-07-06\|2.37\|0.42\|2.31\|2.42\|2.30\|147410;2026-07-07\|2.36\|-0.42\|2.37\|2.42\|2.30\|91257;2026-07-08\|2.50\|5.93\|2.39\|2.60\|2.35\|204879;2026-07-09\|2.49\|-0.40\|2.40\|2.54\|2.40\|93603;2026-07-10\|2.46\|-1.20\|2.49\|2.49\|2.41\|93112
117994		实控人变更预期+文旅演艺+ST摘帽 1、据2026年6月27日公告，公司实际控制人张劲因集资诈骗等案终审维持无期徒刑原判，若其通过雪松文投等合计持有的69.40%股份被处置，公司存在实际控制人变更的可能。 2、据2026年5月12日投资者关系活动记录表，公司与独克宗管理有限公司合作打造的大型原创多民族歌舞剧《心中的日月》在独克宗花巷大剧院正式首演，成为假期热门文旅体验项目；据2025年年报，公司文旅小镇位于香格里拉、西塘等国内一线旅游目的地黄金地段，核心项目客流与综合消费双提升。 3、据2026年6月12日互动易，公司将在满足相关条件之后及时向交易所申请撤销其他风险警示并按规定履行信息披露义务。	公司主要业务为供应链运营管理和综合服务、文化旅游业务及服装销售业务	2026-03-03\|5.59\|4.68\|5.38\|5.61\|5.18\|198717;2026-03-04\|5.31\|-5.01\|5.31\|5.86\|5.31\|219110;2026-03-05\|5.05\|-4.90\|5.39\|5.40\|5.04\|168646;2026-03-06\|5.15\|1.98\|5.12\|5.17\|4.89\|117041;2026-03-09\|5.20\|0.97\|5.00\|5.27\|4.93\|83462;2026-03-10\|5.46\|5.00\|5.23\|5.46\|5.22\|39949;2026-03-11\|5.47\|0.18\|5.57\|5.64\|5.30\|143998;2026-03-12\|5.40\|-1.28\|5.50\|5.62\|5.37\|95235;2026-03-13\|5.13\|-5.00\|5.25\|5.33\|5.13\|116657;2026-03-16\|5.06\|-1.36\|5.09\|5.16\|4.95\|64769;2026-03-17\|5.09\|0.59\|5.13\|5.22\|4.97\|70546;2026-03-18\|5.05\|-0.79\|5.06\|5.19\|4.95\|68394;2026-03-19\|5.17\|2.38\|4.98\|5.30\|4.95\|117875;2026-03-20\|4.91\|-5.03\|5.15\|5.18\|4.91\|104632;2026-03-23\|4.66\|-5.09\|4.70\|4.76\|4.66\|46708;2026-03-24\|4.64\|-0.43\|4.63\|4.67\|4.45\|87542;2026-03-25\|4.87\|4.96\|4.68\|4.87\|4.64\|70861;2026-03-26\|4.87\|0.00\|4.83\|5.00\|4.79\|66203;2026-03-27\|5.03\|3.29\|4.81\|5.04\|4.72\|54396;2026-03-30\|5.11\|1.59\|4.90\|5.23\|4.80\|63831;2026-03-31\|4.85\|-5.09\|5.07\|5.21\|4.85\|77301;2026-04-01\|5.02\|3.51\|4.92\|5.03\|4.88\|46493;2026-04-02\|4.97\|-1.00\|4.99\|5.04\|4.85\|51094;2026-04-03\|4.74\|-4.63\|4.98\|4.98\|4.72\|65859;2026-04-07\|4.82\|1.69\|4.78\|4.85\|4.72\|25361;2026-04-08\|4.93\|2.28\|4.94\|4.97\|4.86\|32672;2026-04-09\|4.89\|-0.81\|4.88\|4.91\|4.81\|22298;2026-04-10\|4.95\|1.23\|4.91\|5.00\|4.89\|23078;2026-04-13\|5.02\|1.41\|4.86\|5.08\|4.86\|32117;2026-04-14\|4.97\|-1.00\|5.06\|5.07\|4.89\|44729;2026-04-15\|4.90\|-1.41\|5.00\|5.00\|4.88\|29299;2026-04-16\|4.88\|-0.41\|4.90\|4.91\|4.82\|24489;2026-04-17\|4.88\|0.00\|4.88\|5.00\|4.83\|37495;2026-04-20\|4.86\|-0.41\|4.81\|4.89\|4.76\|28484;2026-04-21\|4.94\|1.65\|4.87\|4.94\|4.78\|32596;2026-04-22\|4.88\|-1.21\|4.95\|4.95\|4.87\|21814;2026-04-23\|4.92\|0.82\|4.88\|5.04\|4.83\|37151;2026-04-24\|4.80\|-2.44\|4.87\|4.90\|4.70\|40076;2026-04-27\|4.67\|-2.71\|4.77\|4.80\|4.67\|28816;2026-04-28\|4.72\|1.07\|4.63\|4.80\|4.63\|25375;2026-04-29\|4.84\|2.54\|4.71\|4.96\|4.71\|39529;2026-04-30\|4.91\|1.45\|4.83\|4.96\|4.74\|38714;2026-05-06\|4.90\|-0.20\|4.92\|5.00\|4.84\|52874;2026-05-07\|4.86\|-0.82\|4.90\|4.92\|4.85\|39918;2026-05-08\|5.03\|3.50\|4.89\|5.07\|4.85\|63300;2026-05-11\|5.00\|-0.60\|5.05\|5.09\|4.94\|41732;2026-05-12\|4.81\|-3.80\|4.99\|5.02\|4.78\|69337;2026-05-13\|4.81\|0.00\|4.82\|4.87\|4.77\|39746;2026-05-14\|4.81\|0.00\|4.80\|4.86\|4.74\|42876;2026-05-15\|4.74\|-1.46\|4.83\|4.91\|4.72\|40858;2026-05-18\|4.95\|4.43\|4.69\|4.98\|4.69\|94496;2026-05-19\|4.98\|0.61\|4.88\|4.98\|4.85\|50416;2026-05-20\|4.88\|-2.01\|4.99\|5.02\|4.84\|33632;2026-05-21\|4.71\|-3.48\|4.87\|4.94\|4.70\|43596;2026-05-22\|4.71\|0.00\|4.71\|4.76\|4.66\|38728;2026-05-25\|4.68\|-0.64\|4.73\|4.73\|4.57\|41712;2026-05-26\|4.51\|-3.63\|4.66\|4.66\|4.48\|29778;2026-05-27\|4.54\|0.67\|4.52\|4.58\|4.46\|24624;2026-05-28\|4.62\|1.76\|4.48\|4.65\|4.46\|22198;2026-05-29\|4.76\|3.03\|4.64\|4.85\|4.64\|56544;2026-06-01\|4.75\|-0.21\|4.74\|4.79\|4.63\|38992;2026-06-02\|4.75\|0.00\|4.77\|4.85\|4.66\|25249;2026-06-03\|4.63\|-2.53\|4.71\|4.71\|4.59\|24215;2026-06-04\|4.64\|0.22\|4.59\|4.67\|4.57\|20970;2026-06-05\|4.59\|-1.08\|4.60\|4.69\|4.56\|24882;2026-06-08\|4.51\|-1.74\|4.52\|4.60\|4.43\|16464;2026-06-09\|4.52\|0.22\|4.50\|4.59\|4.48\|13391;2026-06-10\|4.67\|3.32\|4.49\|4.75\|4.49\|53032;2026-06-11\|4.60\|-1.50\|4.67\|4.68\|4.52\|36758;2026-06-12\|4.65\|1.09\|4.62\|4.74\|4.58\|34660;2026-06-15\|4.70\|1.08\|4.66\|4.86\|4.64\|33507;2026-06-16\|4.74\|0.85\|4.73\|4.84\|4.60\|47064;2026-06-17\|4.68\|-1.27\|4.71\|4.78\|4.62\|32818;2026-06-18\|4.91\|4.91\|4.70\|4.91\|4.67\|74285;2026-06-22\|5.16\|5.09\|4.94\|5.16\|4.78\|91335;2026-06-23\|5.21\|0.97\|5.15\|5.31\|5.05\|70042;2026-06-24\|4.95\|-4.99\|5.25\|5.41\|4.95\|94136;2026-06-25\|5.20\|5.05\|4.92\|5.20\|4.75\|104604;2026-06-26\|5.18\|-0.38\|5.21\|5.32\|5.11\|58098;2026-06-29\|5.44\|5.02\|5.44\|5.44\|5.44\|11519;2026-06-30\|5.71\|4.96\|5.71\|5.71\|5.71\|4693;2026-07-01\|5.86\|2.63\|6.00\|6.00\|5.65\|155791;2026-07-02\|5.57\|-4.95\|5.70\|6.10\|5.57\|114472;2026-07-03\|5.85\|5.03\|5.66\|5.85\|5.57\|54443;2026-07-06\|6.24\|6.67\|6.06\|6.35\|6.01\|104754;2026-07-07\|5.90\|-5.45\|6.25\|6.26\|5.79\|100478;2026-07-08\|6.00\|1.69\|5.91\|6.15\|5.87\|66993;2026-07-09\|5.80\|-3.33\|5.95\|5.97\|5.60\|71513;2026-07-10\|5.80\|0.00\|5.76\|5.87\|5.63\|42770
117993		申请撤销ST+物业管理+固废资源化行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月24日互动易，公司主要银行账户已全部完成解冻，日常经营资金收付已恢复正常；据2026年6月29日公告，公司已就触及的股票交易其他风险警示事项向深交所提交撤销全部申请，目前尚需审核。 2、据2026年4月23日年报及2026年5月8日机构调研，公司聚焦科技园区物业管理服务主业，打造“园区管理+招商运营+政策赋能”三位一体的产业生态体系。 3、据2026年4月23日年报及2026年5月8日机构调研，公司开拓环境保护与资源循环再生产业，聚焦固废处理与资源再生利用，培育第二增长曲线。	公司申请撤销股票交易其他风险警示	2026-03-03\|3.34\|-2.62\|3.44\|3.48\|3.34\|137990;2026-03-04\|3.39\|1.50\|3.36\|3.41\|3.22\|103946;2026-03-05\|3.38\|-0.29\|3.45\|3.45\|3.37\|78130;2026-03-06\|3.39\|0.30\|3.39\|3.41\|3.36\|53861;2026-03-09\|3.35\|-1.18\|3.38\|3.38\|3.32\|86265;2026-03-10\|3.49\|4.18\|3.35\|3.52\|3.35\|265325;2026-03-11\|3.41\|-2.29\|3.44\|3.46\|3.39\|166379;2026-03-12\|3.39\|-0.59\|3.41\|3.51\|3.38\|125837;2026-03-13\|3.38\|-0.29\|3.38\|3.42\|3.36\|86777;2026-03-16\|3.42\|1.18\|3.38\|3.43\|3.35\|86872;2026-03-17\|3.37\|-1.46\|3.41\|3.47\|3.37\|77560;2026-03-18\|3.36\|-0.30\|3.38\|3.38\|3.35\|74754;2026-03-19\|3.29\|-2.08\|3.35\|3.36\|3.29\|87014;2026-03-20\|3.29\|0.00\|3.31\|3.34\|3.29\|80969;2026-03-23\|3.13\|-4.86\|3.27\|3.27\|3.13\|141198;2026-03-24\|3.19\|1.92\|3.16\|3.20\|3.14\|79068;2026-03-25\|3.21\|0.63\|3.20\|3.22\|3.16\|85099;2026-03-26\|3.16\|-1.56\|3.21\|3.27\|3.16\|88477;2026-03-27\|3.21\|1.58\|3.15\|3.21\|3.13\|66537;2026-03-30\|3.18\|-0.93\|3.15\|3.20\|3.13\|87864;2026-03-31\|3.13\|-1.57\|3.18\|3.24\|3.12\|106558;2026-04-01\|3.11\|-0.64\|3.16\|3.18\|3.10\|95972;2026-04-02\|3.03\|-2.57\|3.12\|3.13\|3.01\|106621;2026-04-03\|2.97\|-1.98\|3.04\|3.04\|2.95\|106842;2026-04-07\|2.97\|0.00\|2.95\|3.00\|2.93\|74698;2026-04-08\|3.03\|2.02\|3.00\|3.05\|3.00\|101748;2026-04-09\|3.18\|4.95\|3.01\|3.18\|3.00\|158340;2026-04-10\|3.27\|2.83\|3.25\|3.34\|3.19\|263679;2026-04-13\|3.43\|4.89\|3.31\|3.43\|3.25\|221397;2026-04-14\|3.43\|0.00\|3.44\|3.52\|3.39\|245355;2026-04-15\|3.44\|0.29\|3.39\|3.54\|3.39\|166683;2026-04-16\|3.40\|-1.16\|3.43\|3.49\|3.40\|113942;2026-04-17\|3.36\|-1.18\|3.41\|3.43\|3.33\|121490;2026-04-20\|3.32\|-1.19\|3.37\|3.38\|3.30\|99836;2026-04-21\|3.32\|0.00\|3.30\|3.35\|3.28\|82037;2026-04-22\|3.36\|1.20\|3.30\|3.44\|3.26\|180419;2026-04-23\|3.25\|-3.27\|3.32\|3.34\|3.23\|142845;2026-04-24\|3.19\|-1.85\|3.24\|3.25\|3.17\|84587;2026-04-27\|3.15\|-1.25\|3.19\|3.21\|3.13\|112217;2026-04-28\|3.26\|3.49\|3.16\|3.30\|3.10\|155660;2026-04-29\|3.25\|-0.31\|3.27\|3.31\|3.24\|94924;2026-04-30\|3.20\|-1.54\|3.26\|3.27\|3.17\|101250;2026-05-06\|3.18\|-0.62\|3.23\|3.23\|3.17\|92785;2026-05-07\|3.14\|-1.26\|3.16\|3.21\|3.12\|139990;2026-05-08\|3.09\|-1.59\|3.12\|3.14\|3.03\|120353;2026-05-11\|3.07\|-0.65\|3.10\|3.14\|3.07\|140768;2026-05-12\|3.03\|-1.30\|3.09\|3.11\|3.03\|139107;2026-05-13\|3.06\|0.99\|3.07\|3.11\|3.02\|128789;2026-05-14\|3.02\|-1.31\|3.06\|3.07\|3.01\|129845;2026-05-15\|3.03\|0.33\|3.05\|3.06\|2.99\|110831;2026-05-18\|3.18\|4.95\|3.04\|3.18\|2.98\|214566;2026-05-19\|3.09\|-2.83\|3.18\|3.18\|3.08\|162929;2026-05-20\|3.10\|0.32\|3.08\|3.18\|3.04\|122424;2026-05-21\|3.05\|-1.61\|3.10\|3.13\|3.05\|91272;2026-05-22\|3.08\|0.98\|3.04\|3.09\|3.03\|66072;2026-05-25\|3.02\|-1.95\|3.09\|3.09\|3.01\|101652;2026-05-26\|2.99\|-0.99\|3.02\|3.04\|2.98\|80377;2026-05-27\|2.99\|0.00\|3.00\|3.02\|2.97\|54802;2026-05-28\|2.96\|-1.00\|2.99\|2.99\|2.95\|76641;2026-05-29\|2.96\|0.00\|2.98\|3.05\|2.94\|103688;2026-06-01\|3.00\|1.35\|2.95\|3.03\|2.94\|88901;2026-06-02\|2.99\|-0.33\|2.99\|2.99\|2.95\|72595;2026-06-03\|2.97\|-0.67\|2.99\|3.00\|2.95\|64912;2026-06-04\|2.94\|-1.01\|2.95\|2.96\|2.94\|65728;2026-06-05\|2.94\|0.00\|2.94\|2.96\|2.93\|57106;2026-06-08\|2.84\|-3.40\|2.92\|2.92\|2.83\|98815;2026-06-09\|2.78\|-2.11\|2.85\|2.88\|2.78\|73436;2026-06-10\|2.73\|-1.80\|2.80\|2.84\|2.68\|113748;2026-06-11\|2.63\|-3.66\|2.69\|2.72\|2.60\|100460;2026-06-12\|2.62\|-0.38\|2.63\|2.67\|2.61\|84467;2026-06-15\|2.60\|-0.76\|2.60\|2.67\|2.58\|90949;2026-06-16\|2.55\|-1.92\|2.61\|2.61\|2.53\|124118;2026-06-17\|2.52\|-1.18\|2.56\|2.63\|2.52\|122238;2026-06-18\|2.50\|-0.79\|2.56\|2.56\|2.46\|123894;2026-06-22\|2.38\|-4.80\|2.49\|2.49\|2.38\|146289;2026-06-23\|2.50\|5.04\|2.50\|2.50\|2.50\|19354;2026-06-24\|2.63\|5.20\|2.63\|2.63\|2.63\|11030;2026-06-25\|2.76\|4.94\|2.76\|2.76\|2.76\|57045;2026-06-26\|2.90\|5.07\|2.85\|2.90\|2.77\|357492;2026-06-29\|3.05\|5.17\|2.97\|3.05\|2.88\|303254;2026-06-30\|3.20\|4.92\|3.19\|3.20\|3.09\|208952;2026-07-01\|3.36\|5.00\|3.36\|3.36\|3.28\|117367;2026-07-02\|3.27\|-2.68\|3.53\|3.53\|3.21\|601255;2026-07-03\|3.43\|4.89\|3.22\|3.43\|3.19\|326613;2026-07-06\|3.26\|-4.96\|3.40\|3.51\|3.19\|355648;2026-07-07\|3.22\|-1.23\|3.28\|3.38\|3.16\|208966;2026-07-08\|3.15\|-2.17\|3.21\|3.22\|3.11\|165198;2026-07-09\|3.15\|0.00\|3.12\|3.23\|3.11\|152837;2026-07-10\|3.27\|3.81\|3.12\|3.30\|3.10\|176797
117992	朱雀三号遥二可复用运载火箭完成静态点火试验	涨停揭秘：朱雀三号静态点火成功+卫星运营稀缺标的；涨停缘由：朱雀三号静态点火成功标志商业航天进入加速落地期、公司卫星运营牌照稀缺宇航电子业务覆盖火箭卫星地面站全链条、低轨星座建设提速带动元器件订单增长、2025年宇航电子业务营收同比增长28%；资金逻辑：航天板块集体走强主力资金大幅流入、该股7月1日主力净流入超900万元居板块前列、机构持仓比例连续两季度提升Q2末达14.2%；风险提示：卫星运营盈利模式尚不成熟现金流压力较大、军品订单交付周期长业绩波动性高、技术迭代快研发投入持续承压。	我国为数不多的进入卫星运营环节的民营企业，公司的宇航电子业务在我国航空航天领域高端核心元器件占据竞争优势地位，是值得信赖的航空航天核心元器件供应商	2026-03-03\|18.55\|-11.58\|20.80\|20.83\|18.51\|573050;2026-03-04\|18.65\|0.54\|18.28\|19.02\|18.12\|254171;2026-03-05\|18.76\|0.59\|19.09\|19.18\|18.33\|273994;2026-03-06\|18.58\|-0.96\|18.75\|19.01\|18.45\|262691;2026-03-09\|18.42\|-0.86\|18.12\|18.50\|17.63\|331047;2026-03-10\|18.90\|2.61\|18.77\|19.15\|18.67\|258006;2026-03-11\|18.45\|-2.38\|19.00\|19.03\|18.44\|249215;2026-03-12\|17.93\|-2.82\|18.39\|18.45\|17.83\|247630;2026-03-13\|17.52\|-2.29\|17.81\|18.02\|17.47\|204541;2026-03-16\|17.93\|2.34\|17.51\|17.93\|17.39\|197598;2026-03-17\|17.60\|-1.84\|18.09\|18.85\|17.60\|291100;2026-03-18\|18.33\|4.15\|17.96\|18.36\|17.58\|332189;2026-03-19\|18.97\|3.49\|18.30\|19.56\|18.08\|725951;2026-03-20\|17.83\|-6.01\|18.89\|18.99\|17.80\|454928;2026-03-23\|17.03\|-4.49\|17.11\|18.16\|16.84\|352979;2026-03-24\|17.14\|0.65\|17.50\|17.55\|16.34\|337210;2026-03-25\|17.17\|0.17\|17.20\|17.47\|16.92\|305108;2026-03-26\|16.56\|-3.55\|17.33\|17.44\|16.41\|302274;2026-03-27\|16.65\|0.54\|16.24\|16.73\|16.06\|229516;2026-03-30\|16.95\|1.80\|16.30\|17.02\|16.16\|258888;2026-03-31\|16.89\|-0.35\|17.15\|17.74\|16.89\|367237;2026-04-01\|16.96\|0.41\|17.32\|17.40\|16.72\|272443;2026-04-02\|16.39\|-3.36\|16.84\|17.07\|16.27\|219283;2026-04-03\|16.08\|-1.89\|16.64\|16.78\|16.00\|194646;2026-04-07\|16.44\|2.24\|16.50\|17.09\|16.33\|275572;2026-04-08\|17.65\|7.36\|16.91\|17.67\|16.90\|437509;2026-04-09\|17.75\|0.57\|17.48\|18.28\|17.38\|481511;2026-04-10\|17.60\|-0.85\|17.86\|18.14\|17.60\|362295;2026-04-13\|17.78\|1.02\|17.40\|18.03\|17.34\|261717;2026-04-14\|18.29\|2.87\|17.93\|18.29\|17.82\|353402;2026-04-15\|18.19\|-0.55\|18.33\|18.76\|18.11\|396259;2026-04-16\|18.13\|-0.33\|18.16\|18.28\|17.89\|301391;2026-04-17\|18.38\|1.38\|18.00\|18.48\|17.91\|282100;2026-04-20\|19.01\|3.43\|18.45\|19.02\|18.37\|448789;2026-04-21\|18.90\|-0.58\|18.90\|19.28\|18.74\|372404;2026-04-22\|18.92\|0.11\|18.68\|19.00\|18.56\|290474;2026-04-23\|18.45\|-2.48\|18.88\|19.10\|18.35\|300462;2026-04-24\|17.99\|-2.49\|18.35\|18.58\|17.92\|236863;2026-04-27\|17.91\|-0.44\|18.00\|18.16\|17.75\|229600;2026-04-28\|16.66\|-6.98\|17.00\|17.17\|16.42\|468806;2026-04-29\|16.77\|0.66\|16.50\|16.96\|16.45\|206638;2026-04-30\|17.90\|6.74\|16.83\|18.12\|16.70\|450528;2026-05-06\|19.48\|8.83\|18.21\|20.57\|18.21\|792884;2026-05-07\|19.48\|0.00\|19.50\|19.63\|19.11\|528555;2026-05-08\|19.98\|2.57\|19.18\|20.06\|19.07\|592980;2026-05-11\|20.13\|0.75\|20.38\|20.50\|19.90\|634092;2026-05-12\|19.66\|-2.33\|20.10\|20.13\|19.45\|423652;2026-05-13\|20.45\|4.02\|19.53\|20.85\|19.41\|603239;2026-05-14\|19.52\|-4.55\|20.56\|20.70\|19.51\|459853;2026-05-15\|19.01\|-2.61\|19.72\|19.97\|18.80\|362861;2026-05-18\|19.40\|2.05\|18.92\|19.88\|18.91\|342454;2026-05-19\|19.13\|-1.39\|19.20\|19.54\|18.80\|293360;2026-05-20\|18.63\|-2.61\|18.90\|19.08\|18.55\|279503;2026-05-21\|17.47\|-6.23\|18.84\|19.01\|17.35\|375612;2026-05-22\|17.75\|1.60\|17.51\|17.77\|17.17\|256704;2026-05-25\|18.27\|2.93\|17.99\|18.61\|17.99\|316587;2026-05-26\|17.16\|-6.08\|18.20\|18.20\|16.88\|344886;2026-05-27\|16.79\|-2.16\|17.22\|17.60\|16.67\|247265;2026-05-28\|16.84\|0.30\|16.78\|16.96\|16.33\|225429;2026-05-29\|16.68\|-0.95\|17.21\|17.96\|16.50\|347388;2026-06-01\|15.60\|-6.47\|16.69\|16.69\|15.51\|359869;2026-06-02\|15.71\|0.71\|15.57\|15.98\|14.81\|299584;2026-06-03\|15.89\|1.15\|15.60\|16.35\|15.52\|293792;2026-06-04\|15.78\|-0.69\|15.61\|15.85\|15.43\|183586;2026-06-05\|16.48\|4.44\|15.99\|16.78\|15.58\|383165;2026-06-08\|16.96\|2.91\|16.17\|17.60\|16.06\|407142;2026-06-09\|16.93\|-0.18\|16.75\|16.96\|16.33\|280751;2026-06-10\|15.97\|-5.67\|16.60\|17.05\|15.74\|261920;2026-06-11\|16.74\|4.82\|15.64\|17.10\|15.48\|319524;2026-06-12\|16.84\|0.60\|17.10\|17.38\|16.77\|304800;2026-06-15\|16.67\|-1.01\|16.70\|16.83\|16.40\|275469;2026-06-16\|16.19\|-2.88\|16.80\|16.91\|16.15\|316244;2026-06-17\|16.65\|2.84\|16.05\|17.07\|15.83\|343265;2026-06-18\|16.42\|-1.38\|16.36\|16.65\|16.00\|282318;2026-06-22\|16.12\|-1.83\|16.50\|16.76\|15.51\|307593;2026-06-23\|15.69\|-2.67\|15.85\|16.09\|15.56\|216409;2026-06-24\|15.87\|1.15\|15.55\|15.97\|15.03\|248033;2026-06-25\|15.31\|-3.53\|15.75\|15.97\|15.21\|247994;2026-06-26\|15.03\|-1.83\|15.05\|15.54\|14.58\|293810;2026-06-29\|14.89\|-0.93\|14.93\|15.09\|14.46\|236615;2026-06-30\|16.45\|10.48\|14.95\|16.47\|14.88\|438270;2026-07-01\|16.80\|2.13\|16.67\|17.25\|16.28\|396645;2026-07-02\|15.85\|-5.65\|16.47\|16.80\|15.82\|289805;2026-07-03\|16.55\|4.42\|16.05\|16.80\|15.87\|326223;2026-07-06\|16.00\|-3.32\|16.88\|16.96\|15.78\|266479;2026-07-07\|15.31\|-4.31\|15.88\|16.11\|15.23\|181869;2026-07-08\|15.02\|-1.89\|15.25\|15.59\|14.99\|156251;2026-07-09\|15.92\|5.99\|15.15\|15.95\|14.90\|218149;2026-07-10\|16.88\|6.03\|15.78\|17.85\|15.60\|577449
117991	朱雀三号遥二可复用运载火箭完成静态点火试验	涨停揭秘：朱雀三号配套光学制导+精确制导武器核心供应商；涨停缘由：朱雀三号静态点火成功强化商业航天主题热度、公司光学制导组件已列装多型导弹技术壁垒高且不可替代、仿真测试系统订单饱满2025年相关业务收入增长35%、军工采购预算向智能化精确化倾斜；资金逻辑：军工板块资金回流明显该股主力资金连续三日净流入、7月1日成交额放大至5日均值1.8倍、融资余额环比增长8%杠杆资金加仓意愿明确；风险提示：军品订单受采购计划影响较大季度间波动明显、客户集中度高单一客户占比超60%、新产品认证周期长放量节奏不确定。	公司为精确制导武器核心光学供应商，为我国导弹系统提供光学制导、仿真测试等关键组件	2026-03-03\|69.60\|-8.51\|76.07\|76.68\|69.60\|34024;2026-03-04\|71.65\|2.95\|70.60\|72.16\|67.52\|29446;2026-03-05\|72.00\|0.49\|72.83\|73.80\|70.80\|19278;2026-03-06\|71.68\|-0.44\|70.19\|72.79\|70.19\|10700;2026-03-09\|68.35\|-4.65\|71.70\|71.70\|65.98\|23245;2026-03-10\|69.66\|1.92\|68.81\|70.36\|68.51\|13667;2026-03-11\|66.48\|-4.57\|69.66\|69.67\|66.00\|19085;2026-03-12\|66.58\|0.15\|66.48\|67.46\|65.15\|14662;2026-03-13\|65.70\|-1.32\|66.01\|66.47\|65.21\|7419;2026-03-16\|68.85\|4.79\|65.31\|69.40\|65.31\|15281;2026-03-17\|68.16\|-1.00\|69.60\|70.60\|67.53\|15666;2026-03-18\|70.12\|2.88\|69.70\|71.64\|67.80\|22534;2026-03-19\|68.55\|-2.24\|70.11\|70.96\|67.36\|20382;2026-03-20\|65.30\|-4.74\|67.10\|69.28\|65.18\|14090;2026-03-23\|65.45\|0.23\|64.65\|67.20\|62.81\|19505;2026-03-24\|68.90\|5.27\|66.78\|70.30\|66.58\|32144;2026-03-25\|68.46\|-0.64\|70.01\|70.50\|68.02\|21520;2026-03-26\|68.00\|-0.67\|69.42\|69.67\|67.58\|11242;2026-03-27\|67.55\|-0.66\|66.74\|68.21\|66.40\|10204;2026-03-30\|69.90\|3.48\|68.19\|70.55\|67.01\|23253;2026-03-31\|68.10\|-2.58\|69.98\|71.57\|67.66\|28339;2026-04-01\|69.19\|1.60\|69.02\|69.72\|68.00\|11175;2026-04-02\|67.44\|-2.53\|69.36\|69.36\|66.68\|12390;2026-04-03\|70.50\|4.54\|66.83\|71.58\|66.55\|27959;2026-04-07\|73.92\|4.85\|71.22\|74.68\|69.50\|32348;2026-04-08\|76.18\|3.06\|73.99\|76.30\|73.50\|22713;2026-04-09\|74.40\|-2.34\|76.20\|78.85\|74.15\|23597;2026-04-10\|74.40\|0.00\|75.23\|76.16\|74.39\|23858;2026-04-13\|66.08\|-11.18\|73.50\|74.35\|63.00\|60068;2026-04-14\|67.00\|1.39\|66.08\|67.25\|65.02\|23775;2026-04-15\|67.53\|0.79\|67.00\|68.51\|66.80\|15569;2026-04-16\|67.94\|0.61\|67.55\|68.50\|65.98\|14106;2026-04-17\|68.35\|0.60\|67.94\|69.86\|65.82\|23700;2026-04-20\|70.81\|3.60\|68.80\|73.20\|67.17\|26735;2026-04-21\|69.04\|-2.50\|70.11\|70.46\|68.48\|15485;2026-04-22\|69.20\|0.23\|68.37\|69.22\|67.72\|11507;2026-04-23\|70.50\|1.88\|69.18\|71.87\|68.12\|20467;2026-04-24\|67.00\|-4.96\|70.50\|70.50\|66.50\|20172;2026-04-27\|66.27\|-1.09\|67.30\|67.30\|65.87\|11160;2026-04-28\|67.16\|1.34\|66.25\|67.32\|62.20\|22924;2026-04-29\|65.82\|-2.00\|66.18\|66.77\|65.00\|13586;2026-04-30\|63.93\|-2.87\|65.00\|65.70\|63.70\|10058;2026-05-06\|67.15\|5.04\|64.41\|68.32\|64.40\|18406;2026-05-07\|67.35\|0.30\|67.00\|68.10\|66.00\|19596;2026-05-08\|68.68\|1.97\|67.35\|70.30\|66.31\|25496;2026-05-11\|66.60\|-3.03\|69.05\|69.99\|66.51\|19217;2026-05-12\|65.68\|-1.38\|66.54\|67.65\|64.25\|17682;2026-05-13\|64.85\|-1.26\|66.20\|66.30\|64.30\|12206;2026-05-14\|66.79\|2.99\|65.50\|68.80\|63.80\|23292;2026-05-15\|64.60\|-3.28\|67.29\|68.36\|64.50\|17868;2026-05-18\|65.33\|1.13\|64.50\|67.58\|63.88\|19310;2026-05-19\|66.50\|1.79\|65.50\|66.78\|63.60\|15298;2026-05-20\|67.12\|0.93\|66.33\|67.90\|64.36\|28389;2026-05-21\|63.80\|-4.95\|66.68\|69.30\|63.25\|30843;2026-05-22\|64.54\|1.16\|64.35\|65.39\|63.10\|12174;2026-05-25\|61.28\|-5.05\|65.17\|65.81\|60.90\|23362;2026-05-26\|58.65\|-4.29\|60.98\|63.00\|58.00\|28966;2026-05-27\|58.01\|-1.09\|58.16\|60.28\|57.65\|15778;2026-05-28\|59.97\|3.38\|58.67\|61.20\|57.68\|17759;2026-05-29\|57.80\|-3.62\|59.97\|60.00\|56.90\|16786;2026-06-01\|56.31\|-2.58\|57.80\|58.88\|56.01\|13260;2026-06-02\|56.78\|0.83\|56.33\|57.40\|54.02\|17486;2026-06-03\|57.24\|0.81\|56.77\|58.48\|56.16\|15798;2026-06-04\|57.59\|0.61\|57.85\|58.22\|55.57\|13355;2026-06-05\|58.20\|1.06\|57.58\|59.38\|57.05\|15812;2026-06-08\|55.68\|-4.33\|58.74\|58.74\|55.61\|15503;2026-06-09\|57.64\|3.52\|55.68\|58.39\|55.11\|21067;2026-06-10\|57.30\|-0.59\|57.07\|58.58\|55.55\|15637;2026-06-11\|58.98\|2.93\|57.60\|60.38\|56.11\|26289;2026-06-12\|59.96\|1.66\|60.76\|60.76\|57.65\|18948;2026-06-15\|64.06\|6.84\|60.50\|64.28\|59.18\|23768;2026-06-16\|62.73\|-2.08\|64.56\|65.37\|62.68\|14818;2026-06-17\|60.45\|-3.63\|61.88\|62.71\|59.80\|18516;2026-06-18\|60.35\|-0.17\|60.15\|61.68\|59.50\|13383;2026-06-22\|59.99\|-0.60\|60.60\|62.88\|57.60\|22843;2026-06-23\|61.11\|1.87\|60.10\|61.34\|59.00\|24304;2026-06-24\|61.61\|0.82\|61.11\|62.98\|57.71\|35421;2026-06-25\|60.70\|-1.48\|61.66\|63.80\|59.51\|24788;2026-06-26\|57.90\|-4.61\|60.49\|60.90\|57.88\|13262;2026-06-29\|62.81\|8.48\|58.74\|64.88\|58.00\|40458;2026-06-30\|69.87\|11.24\|63.71\|70.30\|62.18\|67149;2026-07-01\|69.72\|-0.21\|69.87\|71.89\|68.51\|37163;2026-07-02\|64.33\|-7.73\|68.00\|71.00\|64.00\|39215;2026-07-03\|70.02\|8.85\|64.95\|70.85\|64.00\|43894;2026-07-06\|65.35\|-6.67\|70.00\|70.97\|65.00\|33564;2026-07-07\|62.00\|-5.13\|65.71\|67.96\|61.01\|29219;2026-07-08\|61.71\|-0.47\|62.06\|63.30\|60.50\|19498;2026-07-09\|62.55\|1.36\|61.60\|62.58\|60.10\|14846;2026-07-10\|63.00\|0.72\|62.61\|66.50\|61.16\|3158485
117990	朱雀三号遥二可复用运载火箭完成静态点火试验	涨停揭秘：长征火箭密集首飞叠加地缘冲突升级，公司红外热成像军用配套稳固，星间激光通信产品适配卫星产业；涨停缘由：航天光学与红外探测双重受益，星间激光通信为低轨星座刚需，公司产品已通过航天级环境测试；资金逻辑：军工电子细分龙头，一季度扣非净利润同比+20.01%，业绩与事件双驱动，资金偏好高壁垒+强主题属性标的；风险提示：军品订单具有不连续性，星间激光通信尚处导入期，收入占比低，短期业绩支撑有限，需防范主题炒作退潮风险	1、公司以红外热成像技术为核心，产品覆盖军民两大领域：军用方面，为通用军械、单兵、海陆空装备等提供配套，是十大军工集团下属分 / 子公司的供应商； 2、公司星间激光通讯产品可应用于卫星产业，适配航天级振动、冲击环境； 3、公司为巡检机器人产品配套过红外组件	2026-03-03\|32.52\|-7.06\|35.34\|35.77\|32.08\|45803;2026-03-04\|30.67\|-5.69\|32.39\|32.50\|30.18\|32630;2026-03-05\|32.42\|5.71\|30.90\|32.93\|30.90\|39246;2026-03-06\|35.88\|10.67\|32.40\|36.49\|31.00\|55149;2026-03-09\|36.54\|1.84\|35.84\|37.17\|33.80\|44153;2026-03-10\|37.93\|3.80\|37.08\|39.22\|36.55\|42469;2026-03-11\|37.50\|-1.13\|37.95\|39.49\|37.26\|38704;2026-03-12\|37.74\|0.64\|37.50\|38.28\|36.50\|26320;2026-03-13\|35.06\|-7.10\|37.43\|37.65\|34.74\|30324;2026-03-16\|37.01\|5.56\|35.28\|37.50\|35.28\|31593;2026-03-17\|35.72\|-3.49\|37.04\|37.80\|35.72\|23307;2026-03-18\|36.12\|1.12\|35.87\|37.86\|35.00\|19800;2026-03-19\|34.85\|-3.52\|35.93\|35.93\|34.61\|15299;2026-03-20\|35.00\|0.43\|34.75\|35.87\|33.28\|26644;2026-03-23\|34.28\|-2.06\|34.00\|35.74\|32.80\|34702;2026-03-24\|39.60\|15.52\|35.50\|40.93\|34.98\|76514;2026-03-25\|40.89\|3.26\|39.60\|42.98\|39.48\|53142;2026-03-26\|40.39\|-1.22\|41.00\|41.09\|39.00\|33942;2026-03-27\|41.18\|1.96\|40.00\|41.88\|39.40\|30016;2026-03-30\|45.11\|9.54\|40.86\|46.48\|39.30\|59125;2026-03-31\|43.59\|-3.37\|46.01\|46.50\|43.34\|39145;2026-04-01\|44.98\|3.19\|44.46\|46.00\|43.20\|30208;2026-04-02\|44.12\|-1.91\|44.54\|47.98\|43.52\|42443;2026-04-03\|45.55\|3.24\|43.44\|46.00\|42.63\|39269;2026-04-07\|47.96\|5.29\|46.50\|49.20\|44.00\|43757;2026-04-08\|52.87\|10.24\|50.96\|54.50\|48.60\|56440;2026-04-09\|55.02\|4.07\|53.01\|56.50\|52.29\|52592;2026-04-10\|53.30\|-3.13\|51.51\|54.99\|51.51\|41989;2026-04-13\|49.75\|-6.66\|51.70\|54.30\|49.30\|38039;2026-04-14\|50.38\|1.27\|49.26\|52.29\|47.57\|43124;2026-04-15\|49.90\|-0.95\|51.50\|53.96\|48.80\|42432;2026-04-16\|49.24\|-1.32\|49.49\|50.00\|47.80\|28397;2026-04-17\|44.40\|-9.83\|48.00\|48.24\|44.02\|53054;2026-04-20\|46.20\|4.05\|44.40\|46.69\|41.43\|57642;2026-04-21\|44.36\|-3.98\|47.00\|49.69\|43.86\|57759;2026-04-22\|44.61\|0.56\|44.22\|45.35\|42.89\|51122;2026-04-23\|44.05\|-1.26\|44.88\|45.60\|43.11\|29004;2026-04-24\|43.05\|-2.27\|43.83\|44.60\|42.17\|22431;2026-04-27\|41.38\|-3.88\|43.28\|43.41\|41.07\|30631;2026-04-28\|40.79\|-1.43\|41.38\|41.89\|40.40\|22716;2026-04-29\|40.86\|0.17\|40.62\|41.62\|40.41\|18514;2026-04-30\|42.00\|2.79\|40.83\|43.20\|40.44\|27851;2026-05-06\|41.78\|-0.52\|42.16\|43.77\|41.40\|31230;2026-05-07\|43.40\|3.88\|41.88\|44.76\|41.80\|33877;2026-05-08\|44.70\|3.00\|42.97\|45.20\|42.24\|35589;2026-05-11\|44.64\|-0.13\|44.44\|45.42\|43.36\|35164;2026-05-12\|47.47\|6.34\|44.62\|48.49\|44.39\|48702;2026-05-13\|46.78\|-1.45\|47.01\|49.77\|46.50\|48930;2026-05-14\|44.62\|-4.62\|47.88\|47.98\|44.00\|44547;2026-05-15\|44.10\|-1.17\|44.00\|46.27\|43.21\|26556;2026-05-18\|41.32\|-6.30\|43.57\|43.99\|40.50\|42980;2026-05-19\|39.73\|-3.85\|41.17\|42.49\|39.40\|31799;2026-05-20\|38.88\|-2.14\|39.43\|39.65\|37.83\|34286;2026-05-21\|37.05\|-4.71\|38.50\|39.90\|36.76\|25066;2026-05-22\|37.56\|1.38\|37.36\|38.42\|36.30\|20367;2026-05-25\|38.45\|2.37\|37.97\|39.18\|37.09\|24207;2026-05-26\|34.70\|-9.75\|38.03\|38.03\|34.06\|29436;2026-05-27\|35.97\|3.66\|35.56\|36.26\|34.82\|20283;2026-05-28\|34.56\|-3.92\|36.56\|36.56\|33.36\|15102;2026-05-29\|32.91\|-4.77\|35.05\|35.50\|32.78\|14525;2026-06-01\|34.50\|4.83\|33.75\|35.50\|32.79\|15639;2026-06-02\|34.05\|-1.30\|34.78\|34.84\|33.20\|11016;2026-06-03\|34.50\|1.32\|34.20\|35.00\|32.52\|21783;2026-06-04\|34.30\|-0.58\|34.51\|38.13\|33.81\|30634;2026-06-05\|34.64\|0.99\|33.96\|35.40\|32.67\|14845;2026-06-08\|34.63\|-0.03\|32.82\|35.96\|32.80\|18013;2026-06-09\|36.13\|4.33\|35.28\|38.28\|35.22\|34691;2026-06-10\|34.41\|-4.76\|35.81\|37.73\|33.82\|31048;2026-06-11\|34.10\|-0.90\|33.60\|34.93\|33.31\|17887;2026-06-12\|34.68\|1.70\|35.00\|35.57\|34.24\|20431;2026-06-15\|35.49\|2.34\|35.05\|36.40\|34.50\|21684;2026-06-16\|36.55\|2.99\|35.27\|37.20\|35.27\|19801;2026-06-17\|35.26\|-3.53\|36.85\|36.85\|34.50\|19251;2026-06-18\|34.48\|-2.21\|34.56\|35.41\|34.22\|17619;2026-06-22\|34.23\|-0.73\|34.00\|34.48\|32.25\|26267;2026-06-23\|34.28\|0.15\|34.19\|34.75\|33.50\|16379;2026-06-24\|32.94\|-3.91\|34.00\|34.67\|32.35\|15995;2026-06-25\|33.12\|0.55\|34.00\|34.64\|32.25\|21841;2026-06-26\|36.99\|11.68\|32.95\|38.87\|32.95\|63849;2026-06-29\|39.44\|6.62\|36.20\|39.92\|36.20\|55697;2026-06-30\|44.40\|12.58\|39.79\|44.80\|39.13\|62434;2026-07-01\|46.47\|4.66\|44.98\|47.49\|42.81\|60323;2026-07-02\|44.53\|-4.17\|45.50\|46.99\|44.28\|41265;2026-07-03\|46.77\|5.03\|44.53\|47.88\|43.45\|35469;2026-07-06\|43.40\|-7.21\|46.63\|46.95\|42.62\|31728;2026-07-07\|37.20\|-14.29\|42.83\|43.72\|37.00\|45026;2026-07-08\|35.99\|-3.25\|37.00\|37.71\|35.51\|30392;2026-07-09\|35.02\|-2.70\|32.51\|37.33\|32.51\|34915;2026-07-10\|35.77\|2.14\|35.67\|38.78\|34.40\|3590962
117989	朱雀三号遥二可复用运载火箭完成静态点火试验	商业航天+特种光学镜头+增持行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年1月7日及2026年5月29日投资者关系活动记录表，公司箭载镜头已批量生产并持续升级，低轨卫星星敏感器可见光样机已交付，激光通讯产品实现小批量交付，持续开拓商业航天等战略新兴领域业务。 2、据2026年4月28日年报，公司是国内最重要的特种光学镜头、光电系统提供商之一，产品广泛应用于“神舟系列”、“嫦娥探月”等国家重大航天任务及高端装备，2025年定制产品营收同比增长34.93%创历史新高。 3、据2026年5月20日公告及2026年5月29日投资者关系活动记录表，控股股东中融投资基于对公司未来发展信心，于2025年11月20日至2026年5月19日累计增持公司股份，增持金额达9402万元。	1、公司是国内航天级特种光学镜头龙头，为神舟、嫦娥、天问一号等重大航天工程提供核心光学组件，批量供应长征火箭箭载镜头与低轨卫星星敏感器，绑定蓝箭航天等商业航天客户； 2、公司超精密光学加工技术为高端装备如光刻机等领域提供高精密的光学镜头和光学系统	2026-03-03\|31.70\|-5.65\|33.99\|33.99\|31.59\|48535;2026-03-04\|31.44\|-0.82\|31.49\|32.15\|31.25\|30242;2026-03-05\|32.25\|2.58\|31.91\|32.60\|31.80\|41527;2026-03-06\|31.49\|-2.36\|31.92\|32.14\|31.39\|34792;2026-03-09\|30.65\|-2.67\|30.73\|30.78\|29.20\|58681;2026-03-10\|30.89\|0.78\|30.66\|31.17\|30.51\|25353;2026-03-11\|30.65\|-0.78\|31.02\|31.68\|30.62\|31610;2026-03-12\|29.94\|-2.32\|30.82\|30.82\|29.55\|25860;2026-03-13\|29.51\|-1.44\|29.95\|30.05\|29.40\|18699;2026-03-16\|30.23\|2.44\|29.80\|30.37\|29.21\|21239;2026-03-17\|29.38\|-2.81\|30.37\|30.37\|29.30\|17445;2026-03-18\|30.02\|2.18\|29.31\|30.14\|29.22\|16747;2026-03-19\|29.25\|-2.56\|29.46\|30.15\|29.15\|26391;2026-03-20\|28.20\|-3.59\|29.33\|29.67\|28.11\|26200;2026-03-23\|26.52\|-5.96\|28.21\|28.21\|26.30\|30619;2026-03-24\|27.93\|5.32\|27.20\|28.08\|26.60\|23679;2026-03-25\|29.16\|4.40\|28.46\|29.92\|27.63\|36059;2026-03-26\|28.33\|-2.85\|29.16\|29.16\|28.08\|17769;2026-03-27\|28.38\|0.18\|28.34\|28.67\|28.00\|18861;2026-03-30\|28.65\|0.95\|28.24\|28.88\|27.90\|14154;2026-03-31\|28.01\|-2.23\|28.95\|28.95\|27.98\|19544;2026-04-01\|29.88\|6.68\|28.57\|30.27\|28.09\|39974;2026-04-02\|28.90\|-3.28\|29.55\|29.86\|28.65\|20747;2026-04-03\|30.90\|6.92\|28.96\|31.28\|28.80\|54356;2026-04-07\|30.05\|-2.75\|31.20\|31.20\|30.00\|25261;2026-04-08\|33.06\|10.02\|30.50\|33.33\|30.30\|68837;2026-04-09\|33.49\|1.30\|32.70\|34.06\|32.53\|61310;2026-04-10\|34.49\|2.99\|33.49\|35.19\|33.49\|61025;2026-04-13\|34.08\|-1.19\|33.60\|34.70\|33.39\|41677;2026-04-14\|34.13\|0.15\|34.00\|34.80\|33.71\|39773;2026-04-15\|33.82\|-0.91\|34.20\|34.86\|33.78\|39632;2026-04-16\|34.33\|1.51\|33.82\|35.08\|33.82\|42758;2026-04-17\|34.81\|1.40\|34.30\|35.35\|34.15\|42161;2026-04-20\|35.81\|2.87\|34.47\|36.77\|34.02\|83906;2026-04-21\|35.82\|0.03\|35.09\|36.36\|34.88\|57309;2026-04-22\|35.90\|0.22\|35.60\|36.00\|34.98\|39610;2026-04-23\|34.76\|-3.18\|35.66\|35.98\|34.60\|37049;2026-04-24\|33.87\|-2.56\|34.41\|35.05\|33.81\|37465;2026-04-27\|35.40\|4.52\|33.87\|35.93\|33.78\|53035;2026-04-28\|33.67\|-4.89\|35.00\|35.00\|33.33\|52756;2026-04-29\|33.19\|-1.43\|33.66\|34.48\|33.00\|43594;2026-04-30\|33.45\|0.78\|33.12\|33.62\|32.95\|34259;2026-05-06\|33.58\|0.39\|33.66\|34.63\|33.10\|43767;2026-05-07\|34.52\|2.80\|33.92\|34.78\|33.50\|52628;2026-05-08\|35.07\|1.59\|34.10\|35.34\|33.36\|41621;2026-05-11\|35.07\|0.00\|35.40\|36.10\|34.89\|58960;2026-05-12\|34.83\|-0.68\|34.98\|35.40\|33.78\|63768;2026-05-13\|34.70\|-0.37\|34.46\|34.90\|33.50\|35641;2026-05-14\|33.75\|-2.74\|34.78\|35.19\|33.30\|43078;2026-05-15\|33.65\|-0.30\|33.53\|34.36\|32.83\|47975;2026-05-18\|36.87\|9.57\|34.32\|36.93\|32.92\|104516;2026-05-19\|40.36\|9.47\|37.50\|40.99\|36.56\|143501;2026-05-20\|41.20\|2.08\|39.96\|41.48\|39.00\|99139;2026-05-21\|39.20\|-4.85\|41.32\|43.43\|39.08\|98181;2026-05-22\|46.75\|19.26\|39.80\|46.80\|39.01\|141823;2026-05-25\|46.28\|-1.01\|47.37\|47.37\|44.86\|106095;2026-05-26\|45.50\|-1.69\|45.03\|46.85\|44.19\|82760;2026-05-27\|44.17\|-2.92\|45.36\|47.71\|44.01\|73530;2026-05-28\|43.95\|-0.50\|44.50\|47.00\|43.85\|64325;2026-05-29\|37.15\|-15.47\|43.70\|43.75\|36.79\|142046;2026-06-01\|35.94\|-3.26\|37.61\|38.11\|35.85\|75319;2026-06-02\|36.23\|0.81\|36.09\|37.33\|34.51\|72220;2026-06-03\|36.51\|0.77\|36.38\|38.40\|35.71\|77980;2026-06-04\|36.38\|-0.36\|36.20\|37.17\|35.63\|51230;2026-06-05\|36.65\|0.74\|35.33\|38.20\|34.73\|60922;2026-06-08\|34.05\|-7.09\|35.00\|35.78\|33.44\|57252;2026-06-09\|34.43\|1.12\|34.39\|34.80\|33.72\|38985;2026-06-10\|33.23\|-3.49\|34.03\|34.83\|32.78\|47947;2026-06-11\|39.87\|19.98\|33.00\|39.88\|32.93\|160324;2026-06-12\|47.84\|19.99\|41.00\|47.84\|41.00\|237433;2026-06-15\|43.50\|-9.07\|45.60\|45.60\|41.30\|238256;2026-06-16\|44.41\|2.09\|43.12\|45.74\|42.60\|178156;2026-06-17\|47.88\|7.81\|44.34\|49.66\|43.50\|191257;2026-06-18\|50.47\|5.41\|47.62\|52.50\|46.99\|164986;2026-06-22\|45.50\|-9.85\|48.58\|50.47\|45.11\|169003;2026-06-23\|44.67\|-1.82\|46.41\|47.00\|44.11\|110075;2026-06-24\|45.70\|2.31\|43.98\|46.92\|43.40\|120580;2026-06-25\|46.15\|0.98\|45.25\|46.76\|43.68\|101678;2026-06-26\|44.37\|-3.86\|46.15\|46.28\|43.18\|92802;2026-06-29\|43.00\|-3.09\|43.71\|45.53\|41.41\|88503;2026-06-30\|48.63\|13.09\|42.84\|48.88\|42.00\|125413;2026-07-01\|46.66\|-4.05\|49.50\|50.19\|46.57\|95086;2026-07-02\|45.87\|-1.69\|46.70\|48.49\|44.00\|78152;2026-07-03\|43.02\|-6.21\|44.60\|45.87\|43.00\|70715;2026-07-06\|40.85\|-5.04\|42.98\|43.39\|39.60\|70369;2026-07-07\|39.32\|-3.75\|40.56\|41.12\|38.26\|47201;2026-07-08\|38.28\|-2.65\|40.11\|40.11\|36.91\|50529;2026-07-09\|40.69\|6.30\|38.53\|40.87\|37.50\|72979;2026-07-10\|40.52\|-0.42\|40.50\|42.90\|40.00\|7149343
117988	朱雀三号遥二可复用运载火箭完成静态点火试验	激光器+机器人+收购长空齿轮+央企行业原因：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5月28日投资者关系活动记录表，公司收购长空齿轮股权事项已获股东会通过，长空齿轮正拓展机器人等市场，提供精密减速器相关产品，并在机器人灵巧手用微型行星减速器领域具备一定的技术积累与工艺基础。 2、据2026年4月15日互动易，公司精密制造业务目前主要产品为面向激光器、光通讯等领域的精密零部件、结构件，其中与Lumentum的合作主要为激光器领域的精密零部件，相关业务收入占公司整体营业收入比例较小，不涉及光模块相关产品。 3、据2025年年度报告，公司是中国航空工业集团旗下境内唯一表业上市公司，核心品牌定位“以航空航天表为特色的高品质中国手表品牌”，最终控制人为国务院国有资产监督管理委员会。	中国航空工业集团旗下，国产腕表龙头，拟收购长空齿轮全部或部分控股权，后者主要产品为精密齿轮、精密减速器，相关产品的下游市场应用场景广阔，包括航空航天、电子、机器人等高端装备领域	2026-03-03\|14.91\|-4.36\|15.65\|15.69\|14.86\|59513;2026-03-04\|14.82\|-0.60\|14.77\|14.98\|14.66\|36443;2026-03-05\|14.99\|1.15\|15.05\|15.14\|14.89\|36229;2026-03-06\|15.32\|2.20\|15.01\|15.38\|14.89\|35160;2026-03-09\|15.16\|-1.04\|15.05\|15.39\|15.03\|39019;2026-03-10\|15.54\|2.51\|15.28\|15.77\|15.18\|39331;2026-03-11\|15.44\|-0.64\|15.70\|15.70\|15.35\|32310;2026-03-12\|15.40\|-0.26\|15.45\|15.56\|15.32\|32119;2026-03-13\|15.10\|-1.95\|15.37\|15.40\|15.01\|37493;2026-03-16\|14.56\|-3.58\|14.95\|15.01\|14.18\|88905;2026-03-17\|14.34\|-1.51\|14.63\|14.63\|14.23\|31264;2026-03-18\|14.52\|1.26\|14.34\|14.55\|14.25\|28147;2026-03-19\|14.12\|-2.75\|14.30\|14.48\|14.04\|29622;2026-03-20\|13.93\|-1.35\|14.17\|14.28\|13.88\|32353;2026-03-23\|13.16\|-5.53\|13.50\|13.73\|13.03\|50554;2026-03-24\|13.74\|4.41\|13.52\|13.78\|13.31\|54798;2026-03-25\|14.36\|4.51\|13.78\|14.75\|13.69\|77452;2026-03-26\|14.20\|-1.11\|14.45\|14.68\|14.07\|36560;2026-03-27\|14.34\|0.99\|14.08\|14.37\|13.95\|35368;2026-03-30\|14.17\|-1.19\|14.09\|14.33\|14.04\|17925;2026-03-31\|13.92\|-1.76\|14.28\|14.39\|13.84\|27613;2026-04-01\|14.07\|1.08\|14.10\|14.15\|13.90\|24177;2026-04-02\|14.41\|2.42\|14.08\|14.60\|14.01\|67641;2026-04-03\|14.40\|-0.07\|14.54\|14.68\|14.12\|43528;2026-04-07\|14.29\|-0.76\|14.55\|14.55\|14.15\|25839;2026-04-08\|14.73\|3.08\|14.45\|14.75\|14.37\|43706;2026-04-09\|14.63\|-0.68\|14.65\|14.74\|14.48\|30752;2026-04-10\|14.92\|1.98\|14.70\|15.41\|14.60\|74387;2026-04-13\|16.41\|9.99\|15.75\|16.41\|15.16\|112227;2026-04-14\|16.20\|-1.28\|17.00\|17.51\|15.93\|256352;2026-04-15\|17.82\|10.00\|16.12\|17.82\|15.91\|366136;2026-04-16\|17.73\|-0.51\|17.50\|17.89\|17.06\|363860;2026-04-17\|17.62\|-0.62\|17.50\|18.05\|17.50\|187660;2026-04-20\|17.80\|1.02\|17.44\|17.88\|17.33\|183981;2026-04-21\|18.78\|5.51\|17.70\|18.78\|17.60\|293732;2026-04-22\|17.40\|-7.35\|18.00\|18.40\|16.92\|272744;2026-04-23\|18.09\|3.97\|17.01\|19.14\|17.01\|290374;2026-04-24\|18.41\|1.77\|18.00\|18.64\|17.90\|218183;2026-04-27\|18.20\|-1.14\|18.40\|18.96\|17.90\|207286;2026-04-28\|17.77\|-2.36\|18.02\|18.23\|17.69\|146399;2026-04-29\|18.09\|1.80\|17.76\|18.28\|17.60\|120013;2026-04-30\|18.13\|0.22\|17.93\|18.27\|17.70\|133124;2026-05-06\|17.85\|-1.54\|18.20\|18.24\|17.77\|150156;2026-05-07\|18.72\|4.87\|17.90\|18.81\|17.85\|209144;2026-05-08\|19.90\|6.30\|18.48\|20.20\|18.25\|304023;2026-05-11\|20.14\|1.21\|19.80\|21.05\|19.65\|284672;2026-05-12\|20.51\|1.84\|20.20\|21.08\|19.80\|212118;2026-05-13\|20.19\|-1.56\|20.25\|20.28\|19.66\|204008;2026-05-14\|20.28\|0.45\|20.18\|20.96\|20.05\|185300;2026-05-15\|20.22\|-0.30\|20.29\|21.00\|19.67\|224968;2026-05-18\|20.20\|-0.10\|20.00\|20.30\|19.70\|135527;2026-05-19\|22.22\|10.00\|20.50\|22.22\|20.35\|241409;2026-05-20\|21.80\|-1.89\|22.47\|22.50\|21.26\|222008;2026-05-21\|23.23\|6.56\|22.00\|23.98\|21.80\|408010;2026-05-22\|25.55\|9.99\|23.50\|25.55\|23.50\|239173;2026-05-25\|27.04\|5.83\|25.55\|27.79\|25.23\|433342;2026-05-26\|24.34\|-9.99\|25.25\|25.59\|24.34\|288302;2026-05-27\|22.59\|-7.19\|23.74\|24.24\|21.93\|424632;2026-05-28\|23.06\|2.08\|22.19\|23.23\|21.67\|267383;2026-05-29\|23.95\|3.86\|23.20\|25.22\|23.01\|273393;2026-06-01\|22.80\|-4.80\|23.90\|24.11\|22.71\|177994;2026-06-02\|22.39\|-1.80\|22.81\|23.08\|22.10\|144357;2026-06-03\|22.38\|-0.04\|22.17\|22.99\|21.90\|125079;2026-06-04\|21.56\|-3.66\|22.28\|22.41\|21.30\|141637;2026-06-05\|22.56\|4.64\|21.36\|23.25\|21.01\|199884;2026-06-08\|21.35\|-5.36\|21.99\|22.14\|21.08\|135198;2026-06-09\|21.90\|2.58\|21.66\|22.08\|21.22\|99974;2026-06-10\|21.26\|-2.39\|21.73\|21.73\|20.66\|99707;2026-06-11\|20.97\|-1.36\|20.99\|21.49\|20.79\|75004;2026-06-12\|20.41\|-2.67\|21.20\|21.58\|20.22\|116005;2026-06-15\|20.66\|1.22\|20.41\|20.91\|20.14\|106880;2026-06-16\|20.76\|0.48\|20.66\|21.08\|20.41\|89262;2026-06-17\|21.32\|2.70\|20.98\|21.83\|20.68\|135302;2026-06-18\|21.31\|-0.05\|21.20\|21.50\|20.37\|115744;2026-06-22\|21.81\|2.35\|21.30\|21.99\|20.61\|150192;2026-06-23\|21.65\|-0.73\|21.79\|22.01\|20.98\|146355;2026-06-24\|21.82\|0.79\|21.61\|22.15\|20.81\|147457;2026-06-25\|20.82\|-4.58\|21.65\|22.15\|20.58\|141361;2026-06-26\|19.72\|-5.28\|20.65\|20.75\|19.63\|119195;2026-06-29\|19.58\|-0.71\|19.68\|20.01\|18.96\|104423;2026-06-30\|21.54\|10.01\|19.26\|21.54\|19.05\|138323;2026-07-01\|21.05\|-2.27\|22.26\|22.45\|20.90\|147655;2026-07-02\|21.22\|0.81\|21.16\|22.12\|21.03\|129478;2026-07-03\|21.89\|3.16\|21.60\|22.45\|21.26\|193686;2026-07-06\|21.67\|-1.00\|21.90\|22.86\|21.22\|208678;2026-07-07\|20.51\|-5.35\|21.28\|21.78\|20.36\|127986;2026-07-08\|18.80\|-8.34\|20.38\|20.50\|18.80\|144371;2026-07-09\|18.75\|-0.27\|18.77\|19.11\|17.89\|121683;2026-07-10\|19.54\|4.21\|18.86\|20.49\|18.68\|144596
117987	朱雀三号遥二可复用运载火箭完成静态点火试验	长江发动机+燃气轮机+外贸订单+央企行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年3月30日年报，2026年政府工作报告首次将航空航天与集成电路、低空经济并列，航空产业升级为“新兴支柱产业”，公司深度参与长江系列发动机零部件研制，2025年商发项目收入5.02亿元，同比增长397%。 2、据2026年4月30日投资者关系活动记录表，公司外贸转包业务已获GE、RR、Honeywell等巨头多种机型新品订单，海外燃机订单排产至2030年，锁定未来三年增长需求。 3、据2025年8月30日半年报，公司最终控制人为国务院国资委，控股股东中国航发成都发动机有限公司，具备央企背景。	中国航发集团旗下发动机零部件平台；公司主营业务为航空发动机及燃气轮机及零部件的研产销	2026-03-03\|46.89\|-10.00\|52.09\|52.09\|46.89\|237918;2026-03-04\|48.41\|3.24\|45.60\|48.99\|45.55\|174488;2026-03-05\|47.50\|-1.88\|48.70\|49.00\|46.55\|143343;2026-03-06\|50.65\|6.63\|46.98\|52.25\|46.98\|371003;2026-03-09\|49.01\|-3.24\|48.85\|49.68\|47.30\|273219;2026-03-10\|49.22\|0.43\|49.18\|51.20\|49.06\|153555;2026-03-11\|46.25\|-6.03\|49.80\|49.92\|46.03\|263117;2026-03-12\|44.23\|-4.37\|46.00\|46.51\|43.66\|234568;2026-03-13\|43.50\|-1.65\|44.00\|44.65\|43.33\|159012;2026-03-16\|43.10\|-0.92\|43.49\|43.76\|42.16\|140237;2026-03-17\|41.86\|-2.88\|43.57\|43.60\|41.83\|103991;2026-03-18\|42.38\|1.24\|42.00\|42.42\|41.56\|94246;2026-03-19\|40.67\|-4.03\|41.71\|42.03\|40.50\|100152;2026-03-20\|39.51\|-2.85\|40.83\|41.38\|39.45\|99906;2026-03-23\|37.40\|-5.34\|38.84\|39.39\|36.99\|141928;2026-03-24\|38.58\|3.16\|38.19\|38.68\|37.57\|141163;2026-03-25\|39.85\|3.29\|38.99\|39.95\|38.92\|93139;2026-03-26\|39.50\|-0.88\|40.10\|41.00\|39.02\|104360;2026-03-27\|40.15\|1.65\|38.88\|41.20\|38.70\|131314;2026-03-30\|40.12\|-0.07\|39.85\|40.60\|39.81\|112020;2026-03-31\|39.39\|-1.82\|40.50\|40.98\|39.39\|103390;2026-04-01\|39.70\|0.79\|40.00\|40.37\|39.14\|86791;2026-04-02\|39.52\|-0.45\|39.40\|40.86\|39.36\|97187;2026-04-03\|38.54\|-2.48\|39.64\|39.99\|38.33\|69245;2026-04-07\|38.07\|-1.22\|39.90\|40.00\|37.80\|95701;2026-04-08\|40.68\|6.86\|38.39\|40.83\|38.39\|139271;2026-04-09\|40.20\|-1.18\|39.83\|40.40\|39.38\|88531;2026-04-10\|40.50\|0.75\|40.72\|41.52\|40.36\|108862;2026-04-13\|40.18\|-0.79\|40.00\|40.82\|39.89\|87232;2026-04-14\|40.52\|0.85\|40.75\|41.28\|39.92\|91561;2026-04-15\|39.80\|-1.78\|40.63\|40.95\|39.71\|98282;2026-04-16\|39.75\|-0.13\|39.81\|39.98\|39.25\|80575;2026-04-17\|40.18\|1.08\|39.73\|41.11\|39.15\|124981;2026-04-20\|42.11\|4.80\|40.39\|43.17\|39.90\|278094;2026-04-21\|40.94\|-2.78\|41.95\|42.38\|40.34\|197132;2026-04-22\|40.40\|-1.32\|40.37\|40.45\|39.78\|130298;2026-04-23\|40.70\|0.74\|40.82\|42.37\|40.01\|224368;2026-04-24\|38.95\|-4.30\|40.52\|40.87\|38.82\|143344;2026-04-27\|36.75\|-5.65\|37.50\|37.75\|35.22\|254720;2026-04-28\|35.12\|-4.44\|36.75\|36.93\|35.01\|154027;2026-04-29\|36.31\|3.39\|35.30\|36.44\|34.90\|125644;2026-04-30\|37.19\|2.42\|35.90\|38.58\|35.90\|145966;2026-05-06\|38.05\|2.31\|36.99\|38.30\|36.98\|105658;2026-05-07\|38.70\|1.71\|38.05\|39.20\|37.69\|121689;2026-05-08\|42.57\|10.00\|38.54\|42.57\|38.22\|286840;2026-05-11\|44.04\|3.45\|44.00\|44.50\|43.00\|384256;2026-05-12\|42.75\|-2.93\|43.98\|44.09\|42.47\|196046;2026-05-13\|44.57\|4.26\|42.35\|45.70\|41.99\|279700;2026-05-14\|41.89\|-6.01\|44.40\|44.40\|41.89\|148117;2026-05-15\|41.66\|-0.55\|41.95\|44.46\|41.32\|158851;2026-05-18\|42.00\|0.82\|41.50\|43.30\|41.20\|104760;2026-05-19\|42.06\|0.14\|41.87\|42.34\|40.88\|107458;2026-05-20\|43.24\|2.81\|41.74\|44.81\|41.64\|217133;2026-05-21\|44.06\|1.90\|43.50\|47.53\|43.03\|240085;2026-05-22\|43.57\|-1.11\|44.11\|44.80\|42.99\|150481;2026-05-25\|42.26\|-3.01\|44.01\|44.63\|42.01\|136288;2026-05-26\|40.57\|-4.00\|41.99\|42.79\|40.18\|128455;2026-05-27\|37.70\|-7.07\|40.47\|40.88\|37.59\|173028;2026-05-28\|37.94\|0.64\|38.12\|39.10\|37.76\|108219;2026-05-29\|35.63\|-6.09\|37.94\|38.19\|35.63\|116998;2026-06-01\|34.92\|-1.99\|36.42\|36.90\|34.87\|116692;2026-06-02\|33.72\|-3.44\|34.92\|35.09\|32.57\|149449;2026-06-03\|33.89\|0.50\|33.73\|34.53\|33.26\|89235;2026-06-04\|34.17\|0.83\|33.55\|34.34\|33.00\|104838;2026-06-05\|33.79\|-1.11\|34.19\|34.49\|33.42\|100326;2026-06-08\|31.23\|-7.58\|32.31\|33.46\|30.78\|120983;2026-06-09\|31.50\|0.86\|31.85\|31.85\|30.92\|78255;2026-06-10\|30.70\|-2.54\|31.30\|31.95\|30.27\|76360;2026-06-11\|31.83\|3.68\|30.51\|32.33\|30.23\|145989;2026-06-12\|35.01\|9.99\|32.31\|35.01\|32.06\|136492;2026-06-15\|35.41\|1.14\|34.16\|36.09\|33.92\|271703;2026-06-16\|34.60\|-2.29\|35.25\|35.59\|34.39\|138321;2026-06-17\|34.53\|-0.20\|34.53\|35.06\|34.03\|99870;2026-06-18\|35.12\|1.71\|34.29\|35.50\|33.50\|111222;2026-06-22\|35.30\|0.51\|34.69\|36.30\|34.23\|125146;2026-06-23\|33.85\|-4.11\|34.99\|34.99\|33.58\|87606;2026-06-24\|33.07\|-2.30\|33.88\|33.90\|32.85\|83348;2026-06-25\|31.88\|-3.60\|32.80\|33.50\|31.80\|112978;2026-06-26\|31.55\|-1.04\|31.82\|33.00\|30.70\|143574;2026-06-29\|30.41\|-3.61\|31.82\|31.82\|30.12\|133148;2026-06-30\|33.45\|10.00\|30.23\|33.45\|30.23\|168857;2026-07-01\|34.34\|2.66\|33.78\|34.78\|33.18\|168615;2026-07-02\|32.29\|-5.97\|34.10\|34.45\|32.00\|142475;2026-07-03\|35.52\|10.00\|32.62\|35.52\|32.33\|109853;2026-07-06\|34.78\|-2.08\|35.78\|36.50\|34.24\|224710;2026-07-07\|32.29\|-7.16\|34.52\|35.20\|32.14\|176228;2026-07-08\|30.17\|-6.57\|32.66\|33.11\|29.80\|169684;2026-07-09\|30.29\|0.40\|30.01\|30.66\|28.95\|147167;2026-07-10\|30.89\|1.98\|30.30\|32.73\|29.86\|227369
117986	朱雀三号遥二可复用运载火箭完成静态点火试验	商业航天+6G+回购行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司的宽窄带射频综合模块已成功应用在“海哨二号”商用卫星，后续订单将紧密跟随客户商业化部署的节奏。 2、据2026年5月13日投资者关系活动记录表，公司参与了6G毫米波国际标准制定，在Ku/Ka波段有源相控阵天线等方向取得初步研发成果，相关原理样机正在持续优化验证中。 3、据2026年6月3日公告，截至2026年6月2日，公司累计回购股份9,711,682股，成交总金额为73,478,228.08元，回购股份比例达到1%。	1、公司在卫星通信领域拥有相关的技术储备，并已有产品可应用于卫星通信，公司的毫米波技术可应用于低轨卫星通信领域； 2、公司目前在6G技术领域取得阶段性研发成果，涵盖Ku/Ka波段有源相控阵天线、可重构超表面阵列天线以及毫米波雷达等方向	2026-03-03\|10.35\|-9.45\|11.44\|11.46\|10.30\|985199;2026-03-04\|10.42\|0.68\|10.09\|10.51\|10.09\|385220;2026-03-05\|10.79\|3.55\|10.58\|10.80\|10.55\|414187;2026-03-06\|10.66\|-1.20\|10.70\|10.87\|10.56\|322337;2026-03-09\|10.66\|0.00\|10.36\|10.74\|10.27\|414787;2026-03-10\|11.23\|5.35\|10.72\|11.25\|10.72\|618771;2026-03-11\|11.18\|-0.45\|11.35\|11.57\|11.17\|584178;2026-03-12\|10.87\|-2.77\|11.13\|11.20\|10.74\|436593;2026-03-13\|10.52\|-3.22\|10.83\|10.95\|10.50\|324364;2026-03-16\|10.53\|0.10\|10.50\|10.58\|10.35\|252442;2026-03-17\|10.13\|-3.80\|10.60\|10.64\|10.09\|300459;2026-03-18\|10.42\|2.86\|10.18\|10.43\|10.06\|276173;2026-03-19\|10.13\|-2.78\|10.26\|10.31\|10.09\|237079;2026-03-20\|9.76\|-3.65\|10.18\|10.23\|9.76\|314229;2026-03-23\|9.15\|-6.25\|9.51\|9.65\|9.06\|413375;2026-03-24\|9.44\|3.17\|9.36\|9.45\|9.14\|299072;2026-03-25\|9.64\|2.12\|9.47\|9.69\|9.46\|260816;2026-03-26\|9.53\|-1.14\|9.73\|9.77\|9.43\|272422;2026-03-27\|9.71\|1.89\|9.36\|9.72\|9.32\|219925;2026-03-30\|9.99\|2.88\|9.51\|10.00\|9.50\|264941;2026-03-31\|9.90\|-0.90\|10.00\|10.23\|9.88\|304572;2026-04-01\|9.97\|0.71\|10.20\|10.20\|9.83\|246602;2026-04-02\|9.81\|-1.60\|9.91\|10.04\|9.73\|175771;2026-04-03\|9.64\|-1.73\|9.89\|9.92\|9.64\|164279;2026-04-07\|9.60\|-0.41\|9.64\|9.77\|9.56\|131189;2026-04-08\|10.07\|4.90\|9.81\|10.08\|9.81\|244982;2026-04-09\|9.92\|-1.49\|10.00\|10.03\|9.85\|198960;2026-04-10\|9.86\|-0.60\|9.97\|10.10\|9.85\|235454;2026-04-13\|9.80\|-0.61\|9.75\|9.90\|9.71\|207212;2026-04-14\|10.03\|2.35\|9.87\|10.03\|9.86\|245460;2026-04-15\|9.96\|-0.70\|10.12\|10.24\|9.93\|305482;2026-04-16\|10.48\|5.22\|9.96\|10.55\|9.87\|655105;2026-04-17\|10.51\|0.29\|10.30\|10.57\|10.30\|384373;2026-04-20\|10.75\|2.28\|10.51\|10.78\|10.45\|447503;2026-04-21\|10.55\|-1.86\|10.74\|10.74\|10.47\|311795;2026-04-22\|10.90\|3.32\|10.80\|11.07\|10.60\|748800;2026-04-23\|10.47\|-3.94\|10.76\|10.81\|10.35\|543638;2026-04-24\|10.02\|-4.30\|10.38\|10.46\|9.99\|463468;2026-04-27\|10.30\|2.79\|9.99\|10.33\|9.96\|305620;2026-04-28\|9.80\|-4.85\|10.15\|10.15\|9.68\|428339;2026-04-29\|9.82\|0.20\|9.74\|9.89\|9.71\|227469;2026-04-30\|10.00\|1.83\|9.78\|10.09\|9.73\|321668;2026-05-06\|10.29\|2.90\|10.07\|10.43\|10.06\|382735;2026-05-07\|10.53\|2.33\|10.35\|10.54\|10.28\|348469;2026-05-08\|10.77\|2.28\|10.52\|10.85\|10.46\|443456;2026-05-11\|11.28\|4.74\|10.99\|11.35\|10.98\|913531;2026-05-12\|11.11\|-1.51\|11.18\|11.34\|10.98\|548089;2026-05-13\|11.08\|-0.27\|11.02\|11.15\|10.95\|460283;2026-05-14\|10.62\|-4.15\|11.08\|11.12\|10.62\|508575;2026-05-15\|10.36\|-2.45\|10.69\|10.75\|10.23\|460631;2026-05-18\|10.68\|3.09\|10.39\|10.89\|10.35\|439676;2026-05-19\|10.87\|1.78\|10.91\|11.00\|10.60\|430865;2026-05-20\|10.50\|-3.40\|10.66\|10.76\|10.43\|388180;2026-05-21\|10.09\|-3.90\|10.60\|10.70\|10.05\|431475;2026-05-22\|10.42\|3.27\|10.24\|10.46\|10.07\|296420;2026-05-25\|10.61\|1.82\|10.50\|10.73\|10.25\|369207;2026-05-26\|10.09\|-4.90\|10.51\|10.51\|9.90\|442373;2026-05-27\|9.86\|-2.28\|10.18\|10.35\|9.78\|353459;2026-05-28\|10.59\|7.40\|9.75\|10.84\|9.69\|629005;2026-05-29\|9.80\|-7.46\|10.47\|10.59\|9.70\|542047;2026-06-01\|9.46\|-3.47\|9.70\|9.91\|9.40\|317684;2026-06-02\|9.54\|0.85\|9.50\|9.72\|9.29\|252565;2026-06-03\|9.75\|2.20\|9.48\|10.19\|9.44\|382232;2026-06-04\|9.78\|0.31\|9.61\|9.95\|9.53\|245961;2026-06-05\|10.62\|8.59\|9.91\|10.76\|9.85\|1395476;2026-06-08\|10.37\|-2.35\|10.42\|10.89\|10.30\|1118569;2026-06-09\|10.88\|4.92\|10.49\|10.91\|10.41\|914325;2026-06-10\|10.83\|-0.46\|10.74\|11.20\|10.65\|770425;2026-06-11\|10.78\|-0.46\|10.71\|11.17\|10.62\|681460;2026-06-12\|10.50\|-2.60\|10.92\|11.03\|10.47\|637178;2026-06-15\|10.70\|1.90\|10.52\|10.78\|10.30\|545305;2026-06-16\|11.77\|10.00\|11.01\|11.77\|10.95\|728382;2026-06-17\|11.70\|-0.59\|11.40\|11.75\|11.33\|1167627;2026-06-18\|11.72\|0.17\|11.82\|12.03\|11.58\|922711;2026-06-22\|11.76\|0.34\|11.74\|12.22\|11.40\|873039;2026-06-23\|11.44\|-2.72\|11.64\|11.96\|11.33\|656688;2026-06-24\|11.19\|-2.19\|11.30\|11.50\|10.96\|625019;2026-06-25\|11.04\|-1.34\|11.20\|11.33\|10.82\|529997;2026-06-26\|10.13\|-8.24\|10.93\|11.02\|10.11\|738900;2026-06-29\|9.76\|-3.65\|10.13\|10.20\|9.49\|554029;2026-06-30\|10.74\|10.04\|9.91\|10.74\|9.84\|429057;2026-07-01\|11.18\|4.10\|11.12\|11.60\|11.12\|1104198;2026-07-02\|11.00\|-1.61\|11.20\|11.40\|10.95\|668610;2026-07-03\|11.09\|0.82\|11.01\|11.32\|10.94\|477058;2026-07-06\|10.66\|-3.88\|11.13\|11.28\|10.58\|550743;2026-07-07\|10.11\|-5.16\|10.58\|10.70\|10.10\|417537;2026-07-08\|10.18\|0.69\|10.26\|10.84\|10.12\|488927;2026-07-09\|10.34\|1.57\|10.20\|10.38\|9.85\|446413;2026-07-10\|10.52\|1.74\|10.29\|11.06\|10.13\|678442
117985	朱雀三号遥二可复用运载火箭完成静态点火试验	涨停揭秘：金风科技6月26日涨停，或受长征十乙火箭海南发射在即催化，市场挖掘航天+风电交叉题材，叠加其参股蓝箭航天的协同预期；涨停缘由：国内风电整机龙头，技术路线覆盖陆上与海上；持有蓝箭航天8.3%股权，后者为国内商业航天主力火箭研制方；航天发射密集期提升高端装备产业链关注度；资金逻辑：事件驱动型资金快速涌入高端装备板块，该股成交额显著放大，融资余额连续两日增加，杠杆资金参与积极；风险提示：航天业务占比较小，实际业绩贡献微弱；风电行业招标价格持续下行压制盈利空间；海外市场拓展面临地缘政治风险	国内风电龙头，对蓝箭航天空间科技的持股比例为8.3%	2026-03-03\|26.33\|-6.33\|28.12\|28.25\|26.26\|2601843;2026-03-04\|27.01\|2.58\|25.87\|27.98\|25.87\|2119125;2026-03-05\|28.00\|3.67\|27.60\|28.15\|27.11\|2415127;2026-03-06\|28.47\|1.68\|27.88\|28.98\|27.72\|2465203;2026-03-09\|28.47\|0.00\|27.70\|28.58\|27.50\|1972762;2026-03-10\|28.48\|0.04\|28.59\|29.20\|28.23\|2010059;2026-03-11\|30.24\|6.18\|28.51\|31.00\|27.82\|4343929;2026-03-12\|31.29\|3.47\|29.94\|33.00\|29.15\|4781429;2026-03-13\|31.43\|0.45\|31.35\|32.68\|31.00\|3941956;2026-03-16\|31.01\|-1.34\|31.90\|33.30\|29.39\|4496377;2026-03-17\|28.55\|-7.93\|30.01\|30.70\|28.50\|3216179;2026-03-18\|31.00\|8.58\|28.56\|31.41\|28.20\|4543151;2026-03-19\|29.81\|-3.84\|30.00\|31.17\|29.65\|3161139;2026-03-20\|29.20\|-2.05\|29.90\|30.39\|29.15\|2412637;2026-03-23\|27.41\|-6.13\|28.40\|29.08\|27.30\|2435664;2026-03-24\|27.58\|0.62\|28.08\|28.23\|27.04\|2044648;2026-03-25\|28.31\|2.65\|27.85\|28.78\|27.83\|1977758;2026-03-26\|28.13\|-0.64\|28.61\|28.75\|27.38\|2113750;2026-03-27\|27.45\|-2.42\|27.40\|27.95\|27.05\|1468402;2026-03-30\|27.72\|0.98\|27.46\|28.36\|27.46\|1939899;2026-03-31\|26.30\|-5.12\|27.75\|27.98\|26.00\|2631421;2026-04-01\|25.42\|-3.35\|26.53\|26.61\|25.05\|2211044;2026-04-02\|24.01\|-5.55\|25.40\|25.69\|23.90\|2345841;2026-04-03\|24.22\|0.87\|23.90\|24.44\|22.93\|2421140;2026-04-07\|22.89\|-5.49\|23.84\|23.84\|22.80\|2285768;2026-04-08\|23.84\|4.15\|23.20\|23.86\|23.20\|2777689;2026-04-09\|23.84\|0.00\|23.42\|24.20\|23.01\|2132337;2026-04-10\|24.07\|0.96\|24.02\|24.77\|24.01\|2016803;2026-04-13\|24.14\|0.29\|23.79\|24.30\|23.70\|1225553;2026-04-14\|25.30\|4.81\|24.35\|25.34\|24.10\|2797037;2026-04-15\|25.02\|-1.11\|25.43\|25.95\|24.84\|2581314;2026-04-16\|24.99\|-0.12\|25.10\|25.20\|24.80\|1536268;2026-04-17\|25.39\|1.60\|24.99\|25.60\|24.80\|1763846;2026-04-20\|26.59\|4.73\|25.14\|26.95\|25.03\|2803097;2026-04-21\|26.13\|-1.73\|26.40\|26.69\|25.89\|1808333;2026-04-22\|26.23\|0.38\|25.88\|26.37\|25.69\|1588431;2026-04-23\|25.70\|-2.02\|26.45\|26.49\|25.44\|1585717;2026-04-24\|25.48\|-0.86\|25.66\|26.20\|25.25\|1582156;2026-04-27\|26.53\|4.12\|26.21\|26.98\|26.21\|2412312;2026-04-28\|25.51\|-3.84\|26.45\|26.50\|25.40\|1763623;2026-04-29\|25.73\|0.86\|25.23\|25.89\|25.07\|1292192;2026-04-30\|27.55\|7.07\|26.51\|28.18\|26.20\|3493626;2026-05-06\|27.94\|1.42\|28.00\|28.35\|27.70\|3050494;2026-05-07\|28.46\|1.86\|27.95\|28.68\|27.84\|2650063;2026-05-08\|28.49\|0.11\|28.09\|28.92\|28.01\|2366480;2026-05-11\|28.16\|-1.16\|28.90\|28.99\|28.00\|2246451;2026-05-12\|27.27\|-3.16\|28.06\|28.07\|27.01\|1946375;2026-05-13\|27.80\|1.94\|27.07\|27.94\|26.88\|1761552;2026-05-14\|26.03\|-6.37\|27.95\|28.00\|25.98\|2302553;2026-05-15\|25.09\|-3.61\|25.90\|26.35\|24.83\|1736128;2026-05-18\|25.79\|2.79\|25.00\|26.30\|25.00\|1462306;2026-05-19\|25.42\|-1.43\|25.56\|25.73\|25.13\|1042342;2026-05-20\|25.30\|-0.47\|25.20\|25.36\|24.69\|1158381;2026-05-21\|24.73\|-2.25\|25.49\|26.09\|24.61\|1779915;2026-05-22\|25.20\|1.90\|24.74\|25.25\|24.30\|1171680;2026-05-25\|24.88\|-1.27\|25.20\|25.28\|24.30\|1547898;2026-05-26\|24.51\|-1.49\|24.68\|24.75\|23.75\|1479360;2026-05-27\|23.60\|-3.71\|24.67\|24.96\|23.45\|1382654;2026-05-28\|24.30\|2.97\|23.60\|24.46\|23.48\|1336150;2026-05-29\|23.42\|-3.62\|24.15\|24.26\|23.32\|1387422;2026-06-01\|23.46\|0.17\|23.88\|24.08\|23.37\|1015201;2026-06-02\|23.24\|-0.94\|23.23\|23.39\|22.36\|1147135;2026-06-03\|23.61\|1.59\|23.10\|24.03\|22.80\|1241902;2026-06-04\|23.63\|0.08\|23.35\|23.75\|23.20\|791043;2026-06-05\|23.00\|-2.67\|23.85\|23.95\|22.97\|1164389;2026-06-08\|21.69\|-5.70\|22.17\|22.98\|21.58\|1211201;2026-06-09\|22.00\|1.43\|21.93\|22.08\|21.26\|1018540;2026-06-10\|21.25\|-3.41\|22.00\|22.29\|21.03\|1053771;2026-06-11\|21.13\|-0.56\|21.01\|21.28\|20.80\|842004;2026-06-12\|21.43\|1.42\|21.56\|22.30\|21.30\|1697071;2026-06-15\|21.34\|-0.42\|21.53\|21.66\|20.91\|1293343;2026-06-16\|21.77\|2.02\|21.69\|22.41\|21.39\|1443310;2026-06-17\|21.98\|0.96\|21.67\|22.10\|21.42\|1058409;2026-06-18\|22.49\|2.32\|21.89\|23.05\|21.83\|1441352;2026-06-22\|22.94\|2.00\|22.49\|22.95\|21.66\|1494541;2026-06-23\|21.75\|-5.19\|22.63\|23.05\|21.64\|1335052;2026-06-24\|22.20\|2.07\|21.55\|22.42\|21.04\|1191123;2026-06-25\|21.90\|-1.35\|22.00\|22.66\|21.58\|1299602;2026-06-26\|23.33\|6.53\|22.51\|23.90\|22.26\|3029974;2026-06-29\|21.73\|-6.86\|22.76\|22.84\|21.38\|2275479;2026-06-30\|23.90\|9.99\|22.89\|23.90\|22.89\|2060240;2026-07-01\|24.66\|3.18\|23.90\|25.06\|23.19\|3230984;2026-07-02\|23.51\|-4.66\|24.11\|24.60\|23.49\|2177889;2026-07-03\|24.59\|4.59\|23.50\|24.98\|23.50\|2147252;2026-07-06\|23.91\|-2.77\|24.73\|24.98\|23.52\|1699005;2026-07-07\|22.19\|-7.19\|23.53\|23.70\|22.03\|1551794;2026-07-08\|21.04\|-5.18\|21.96\|22.15\|21.02\|1228579;2026-07-09\|20.33\|-3.37\|20.82\|20.98\|19.71\|1504076;2026-07-10\|22.36\|9.99\|20.47\|22.36\|19.93\|2676621
117984	朱雀三号遥二可复用运载火箭完成静态点火试验	商业航天+小型制导火箭+央企+一季报扭亏行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月24日互动易，公司确认与西安航天商业火箭动力技术有限责任公司开展固体火箭发动机耐烧蚀组件业务交易；据2026年5月21日投资者关系活动记录表，2026年预计继续开展同类交易，预计金额3530万元。 2、据2026年3月31日年报，公司小型制导火箭围绕“系列化、多平台化”思路研制，产品适用于低烈度冲突，具有精度高、效费比高等特点。 3、公司控股股东为航天动力技术研究院，实控人为中国航天科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。 4、据2026年4月27日公告，公司2026年一季度实现营收1.52亿元，同比增长76.41%，归母净利润473.69万元，同比扭亏为盈。	航天科技集团旗下，国内领先的小型固体火箭生产商；公司人影无人机项目目前已在多地开展试验作业	2026-03-03\|70.95\|-5.56\|76.48\|77.00\|70.68\|176888;2026-03-04\|75.07\|5.81\|68.00\|76.10\|66.09\|169870;2026-03-05\|73.94\|-1.51\|74.99\|75.01\|71.90\|125285;2026-03-06\|71.89\|-2.77\|72.61\|73.50\|71.01\|79289;2026-03-09\|69.10\|-3.88\|70.48\|71.80\|68.36\|70635;2026-03-10\|69.35\|0.36\|68.99\|70.12\|68.40\|59873;2026-03-11\|67.51\|-2.65\|69.49\|69.59\|67.50\|59770;2026-03-12\|64.31\|-4.74\|67.12\|67.50\|64.09\|64689;2026-03-13\|61.96\|-3.65\|63.81\|64.13\|61.86\|45328;2026-03-16\|61.62\|-0.55\|62.00\|62.47\|60.38\|38214;2026-03-17\|60.03\|-2.58\|61.62\|62.00\|60.00\|33110;2026-03-18\|61.61\|2.63\|60.09\|61.65\|59.31\|39948;2026-03-19\|60.12\|-2.42\|60.61\|61.21\|59.85\|29751;2026-03-20\|57.38\|-4.56\|60.45\|60.55\|57.22\|43019;2026-03-23\|54.20\|-5.54\|56.04\|57.00\|53.87\|45939;2026-03-24\|55.93\|3.19\|55.50\|56.12\|54.38\|40373;2026-03-25\|56.99\|1.90\|56.14\|57.32\|56.07\|35624;2026-03-26\|55.75\|-2.18\|57.97\|58.00\|55.36\|34024;2026-03-27\|56.19\|0.79\|55.00\|56.45\|54.70\|24406;2026-03-30\|57.55\|2.42\|55.33\|58.00\|55.33\|45498;2026-03-31\|57.74\|0.33\|57.60\|59.64\|57.49\|54949;2026-04-01\|57.37\|-0.64\|58.53\|58.62\|56.50\|32982;2026-04-02\|56.49\|-1.53\|57.68\|58.50\|56.34\|28620;2026-04-03\|55.28\|-2.14\|56.81\|56.94\|55.20\|24587;2026-04-07\|54.78\|-0.90\|55.60\|55.78\|54.50\|17708;2026-04-08\|57.73\|5.39\|55.88\|57.73\|55.39\|36323;2026-04-09\|57.08\|-1.13\|56.93\|57.64\|56.66\|22521;2026-04-10\|57.18\|0.18\|57.30\|58.00\|57.10\|21967;2026-04-13\|57.70\|0.91\|56.68\|57.85\|56.60\|19989;2026-04-14\|58.89\|2.06\|57.90\|58.94\|57.56\|38069;2026-04-15\|59.41\|0.88\|59.34\|61.20\|59.08\|66757;2026-04-16\|58.92\|-0.82\|59.26\|59.39\|58.38\|38252;2026-04-17\|58.41\|-0.87\|58.91\|58.92\|57.80\|30329;2026-04-20\|62.21\|6.51\|58.68\|63.00\|58.47\|88606;2026-04-21\|61.16\|-1.69\|62.33\|62.48\|60.15\|59261;2026-04-22\|60.38\|-1.28\|60.61\|60.61\|59.60\|41900;2026-04-23\|59.20\|-1.95\|60.39\|61.23\|59.01\|45274;2026-04-24\|57.83\|-2.31\|58.95\|58.95\|56.89\|35167;2026-04-27\|60.16\|4.03\|58.55\|60.55\|58.03\|45938;2026-04-28\|57.98\|-3.62\|59.68\|59.99\|57.97\|32872;2026-04-29\|58.41\|0.74\|57.50\|58.90\|57.36\|22471;2026-04-30\|60.06\|2.82\|57.80\|60.15\|57.80\|43690;2026-05-06\|61.29\|2.05\|60.08\|62.07\|60.07\|49883;2026-05-07\|62.42\|1.84\|61.20\|62.50\|60.98\|48818;2026-05-08\|66.28\|6.18\|62.37\|68.00\|61.66\|107368;2026-05-11\|67.92\|2.47\|66.96\|69.38\|66.73\|108504;2026-05-12\|65.20\|-4.00\|67.25\|67.25\|65.00\|68474;2026-05-13\|65.50\|0.46\|64.50\|66.08\|64.25\|50178;2026-05-14\|62.39\|-4.75\|65.37\|65.39\|62.34\|51530;2026-05-15\|60.97\|-2.28\|61.97\|62.87\|60.36\|41564;2026-05-18\|61.10\|0.21\|61.00\|62.30\|60.78\|35434;2026-05-19\|60.37\|-1.19\|61.09\|61.16\|58.88\|37448;2026-05-20\|58.98\|-2.30\|60.10\|60.37\|58.54\|28438;2026-05-21\|56.25\|-4.63\|59.40\|59.80\|56.00\|36044;2026-05-22\|56.97\|1.28\|56.31\|57.60\|56.05\|27892;2026-05-25\|55.80\|-2.05\|57.20\|58.18\|55.02\|43505;2026-05-26\|53.80\|-3.58\|55.50\|55.50\|52.93\|37828;2026-05-27\|52.35\|-2.70\|53.98\|54.80\|51.73\|33334;2026-05-28\|53.29\|1.80\|52.00\|53.78\|51.75\|29332;2026-05-29\|50.50\|-5.24\|53.00\|53.39\|50.30\|32371;2026-06-01\|50.83\|0.65\|50.45\|51.34\|49.88\|20194;2026-06-02\|50.33\|-0.98\|50.85\|50.94\|49.12\|23264;2026-06-03\|51.30\|1.93\|50.32\|52.40\|50.01\|31139;2026-06-04\|50.36\|-1.83\|50.95\|51.14\|49.95\|20158;2026-06-05\|55.40\|10.01\|50.79\|55.40\|50.39\|64313;2026-06-08\|60.94\|10.00\|55.40\|60.94\|54.76\|141461;2026-06-09\|59.13\|-2.97\|62.00\|62.00\|57.51\|111891;2026-06-10\|56.87\|-3.82\|57.25\|60.70\|55.00\|105030;2026-06-11\|55.11\|-3.09\|55.55\|56.50\|53.77\|71780;2026-06-12\|60.62\|10.00\|55.56\|60.62\|55.51\|57888;2026-06-15\|63.75\|5.16\|60.61\|65.72\|58.88\|169200;2026-06-16\|60.88\|-4.50\|62.61\|62.61\|60.85\|108827;2026-06-17\|62.10\|2.00\|60.50\|63.96\|60.21\|112210;2026-06-18\|60.28\|-2.93\|61.00\|61.50\|58.16\|87380;2026-06-22\|59.89\|-0.65\|59.69\|60.67\|57.00\|87096;2026-06-23\|57.70\|-3.66\|58.41\|59.60\|57.33\|56721;2026-06-24\|57.15\|-0.95\|57.01\|58.08\|55.36\|57324;2026-06-25\|53.82\|-5.83\|56.58\|56.70\|53.43\|77984;2026-06-26\|57.29\|6.45\|53.25\|58.51\|51.90\|120023;2026-06-29\|54.51\|-4.85\|56.20\|56.20\|53.50\|79634;2026-06-30\|59.96\|10.00\|55.50\|59.96\|54.58\|66027;2026-07-01\|62.37\|4.02\|59.98\|63.48\|59.97\|155925;2026-07-02\|60.30\|-3.32\|61.60\|63.51\|60.00\|88860;2026-07-03\|62.52\|3.68\|61.29\|63.79\|60.60\|107437;2026-07-06\|64.37\|2.96\|62.80\|65.00\|62.01\|138996;2026-07-07\|57.93\|-10.00\|62.00\|62.00\|57.93\|90846;2026-07-08\|53.83\|-7.08\|56.04\|56.93\|53.80\|86425;2026-07-09\|55.13\|2.42\|53.88\|55.54\|52.35\|70552;2026-07-10\|60.64\|9.99\|54.75\|60.64\|53.30\|97659
117983	朱雀三号遥二可复用运载火箭完成静态点火试验	LED显示+商业航天+回购注销行业原因： 1、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。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月17日投资者关系管理信息，公司产品覆盖专业显示、通用显示、商业显示、户外显示、租赁显示等六大LED显示产品线，正从硬件制造商向“产品+服务”一体化场景解决方案提供商转型。 2、据2026年5月12日互动易，公司曾参与酒泉、太原、西昌、文昌等卫星发射中心高清显示项目，并为神舟十九号、神舟二十号载人飞船发射任务提供飞行参数可视化等关键显示支持。 3、据2026年6月23日公告，公司董事会审议通过议案，同意回购注销部分业绩承诺对应补偿股份。	公司产品以LED小间距显示产品为核心，曾参与酒泉、太原、西昌、文昌等卫星发射中心高清显示项目，并为神舟十九号、神舟二十号载人飞船发射任务提供飞行参数可视化等关键显示支持	2026-03-03\|7.12\|-8.13\|7.77\|7.85\|7.11\|532840;2026-03-04\|7.20\|1.12\|7.01\|7.31\|6.96\|316493;2026-03-05\|8.64\|20.00\|7.56\|8.64\|7.56\|761569;2026-03-06\|8.37\|-3.12\|8.32\|8.55\|8.20\|1100044;2026-03-09\|8.40\|0.36\|8.19\|8.43\|8.14\|578275;2026-03-10\|8.85\|5.36\|8.40\|8.93\|8.38\|1112827;2026-03-11\|8.86\|0.11\|8.77\|9.28\|8.62\|1042094;2026-03-12\|8.78\|-0.90\|8.86\|9.13\|8.66\|756842;2026-03-13\|8.60\|-2.05\|8.68\|9.06\|8.58\|706595;2026-03-16\|8.52\|-0.93\|8.65\|8.70\|8.44\|448669;2026-03-17\|8.16\|-4.23\|8.64\|8.86\|8.15\|499663;2026-03-18\|8.37\|2.57\|8.28\|8.40\|8.07\|397025;2026-03-19\|8.13\|-2.87\|8.19\|8.33\|8.02\|334424;2026-03-20\|8.34\|2.58\|8.24\|9.12\|8.24\|869954;2026-03-23\|7.93\|-4.92\|8.00\|8.31\|7.73\|612401;2026-03-24\|8.08\|1.89\|8.24\|8.38\|7.66\|614308;2026-03-25\|8.05\|-0.37\|8.07\|8.65\|7.99\|559681;2026-03-26\|7.45\|-7.45\|7.93\|7.97\|7.40\|550386;2026-03-27\|7.67\|2.95\|7.38\|7.69\|7.32\|334662;2026-03-30\|7.59\|-1.04\|7.53\|7.62\|7.25\|301889;2026-03-31\|7.25\|-4.48\|7.59\|7.65\|7.25\|287348;2026-04-01\|7.32\|0.97\|7.50\|7.55\|7.21\|270659;2026-04-02\|7.06\|-3.55\|7.28\|7.34\|7.01\|247357;2026-04-03\|7.00\|-0.85\|7.11\|7.14\|6.97\|206537;2026-04-07\|7.02\|0.29\|7.03\|7.05\|6.91\|179741;2026-04-08\|7.63\|8.69\|7.21\|7.64\|7.19\|486160;2026-04-09\|7.38\|-3.28\|7.51\|7.56\|7.29\|307125;2026-04-10\|7.35\|-0.41\|7.48\|7.52\|7.34\|237773;2026-04-13\|7.38\|0.41\|7.35\|7.38\|7.22\|166548;2026-04-14\|7.36\|-0.27\|7.47\|7.49\|7.23\|222716;2026-04-15\|7.27\|-1.22\|7.37\|7.43\|7.23\|212663;2026-04-16\|7.43\|2.20\|7.28\|7.45\|7.15\|270026;2026-04-17\|7.41\|-0.27\|7.47\|7.50\|7.29\|269293;2026-04-20\|7.53\|1.62\|7.35\|7.58\|7.31\|250855;2026-04-21\|7.37\|-2.12\|7.50\|7.51\|7.27\|231857;2026-04-22\|7.36\|-0.14\|7.34\|7.41\|7.23\|205749;2026-04-23\|6.84\|-7.07\|7.36\|7.38\|6.77\|464301;2026-04-24\|6.70\|-2.05\|6.74\|6.83\|6.53\|254649;2026-04-27\|6.88\|2.69\|6.60\|6.89\|6.58\|205469;2026-04-28\|6.18\|-10.17\|6.58\|6.59\|6.10\|441159;2026-04-29\|6.26\|1.29\|6.14\|6.37\|6.12\|262275;2026-04-30\|6.30\|0.64\|6.26\|6.33\|6.18\|180102;2026-05-06\|6.28\|-0.32\|6.36\|6.41\|6.23\|229324;2026-05-07\|6.30\|0.32\|6.25\|6.32\|6.21\|239500;2026-05-08\|6.46\|2.54\|6.30\|6.50\|6.18\|255595;2026-05-11\|6.44\|-0.31\|6.48\|6.65\|6.42\|241062;2026-05-12\|6.23\|-3.26\|6.43\|6.43\|6.19\|236094;2026-05-13\|6.27\|0.64\|6.25\|6.33\|6.18\|175636;2026-05-14\|6.00\|-4.31\|6.34\|6.34\|6.00\|270401;2026-05-15\|5.89\|-1.83\|6.00\|6.04\|5.82\|245000;2026-05-18\|6.05\|2.72\|5.87\|6.12\|5.83\|226509;2026-05-19\|6.13\|1.32\|6.05\|6.16\|5.94\|211551;2026-05-20\|5.97\|-2.61\|6.09\|6.12\|5.85\|194429;2026-05-21\|6.20\|3.85\|6.27\|6.80\|6.13\|735704;2026-05-22\|5.81\|-6.29\|6.09\|6.14\|5.59\|582412;2026-05-25\|5.76\|-0.86\|5.86\|5.96\|5.69\|351261;2026-05-26\|5.72\|-0.69\|5.70\|5.98\|5.64\|327419;2026-05-27\|5.51\|-3.67\|5.67\|5.89\|5.43\|349996;2026-05-28\|5.52\|0.18\|5.49\|5.56\|5.35\|258070;2026-05-29\|5.24\|-5.07\|5.50\|5.55\|5.20\|251386;2026-06-01\|5.46\|4.20\|5.21\|5.54\|5.19\|309653;2026-06-02\|5.38\|-1.47\|5.46\|5.50\|5.27\|172863;2026-06-03\|5.28\|-1.86\|5.38\|5.47\|5.21\|163575;2026-06-04\|5.25\|-0.57\|5.22\|5.33\|5.18\|164162;2026-06-05\|5.35\|1.90\|5.21\|5.50\|5.12\|288735;2026-06-08\|5.15\|-3.74\|5.17\|5.47\|5.09\|281498;2026-06-09\|5.15\|0.00\|5.17\|5.24\|5.08\|208427;2026-06-10\|4.93\|-4.27\|5.11\|5.12\|4.87\|222858;2026-06-11\|4.85\|-1.62\|4.90\|4.94\|4.75\|219219;2026-06-12\|4.87\|0.41\|4.87\|5.04\|4.79\|216352;2026-06-15\|5.12\|5.13\|4.96\|5.23\|4.88\|277705;2026-06-16\|5.22\|1.95\|5.09\|5.26\|4.96\|251625;2026-06-17\|5.12\|-1.92\|5.19\|5.39\|5.10\|252761;2026-06-18\|4.88\|-4.69\|5.10\|5.12\|4.85\|244096;2026-06-22\|4.98\|2.05\|4.93\|4.98\|4.74\|236127;2026-06-23\|5.04\|1.20\|4.98\|5.12\|4.90\|226027;2026-06-24\|4.89\|-2.98\|5.04\|5.07\|4.76\|198309;2026-06-25\|4.73\|-3.27\|4.89\|4.92\|4.68\|202398;2026-06-26\|4.73\|0.00\|4.64\|4.99\|4.59\|292371;2026-06-29\|4.59\|-2.96\|4.65\|4.82\|4.47\|243826;2026-06-30\|5.51\|20.04\|4.58\|5.51\|4.56\|326060;2026-07-01\|6.17\|11.98\|5.88\|6.50\|5.60\|1264399;2026-07-02\|5.77\|-6.48\|5.88\|6.04\|5.74\|751099;2026-07-03\|5.49\|-4.85\|5.72\|5.73\|5.42\|501642;2026-07-06\|5.28\|-3.83\|5.45\|5.52\|5.27\|316410;2026-07-07\|4.94\|-6.44\|5.22\|5.25\|4.90\|331271;2026-07-08\|4.90\|-0.81\|4.90\|5.10\|4.77\|334552;2026-07-09\|5.13\|4.69\|4.86\|5.16\|4.81\|399761;2026-07-10\|5.20\|1.36\|5.07\|5.42\|5.00\|419964
117982	朱雀三号遥二可复用运载火箭完成静态点火试验	低空经济+商业航天+回购增持行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2025年年报及2026年5月13日互动易，公司依托空管领域技术积累布局低空新基建，参与深圳、绵阳等多地低空管理示范建设，并推出“扫码飞”低空飞行公共服务平台。 2、据2025年4月10日互动易：公司控股子公司四川九洲空管科技有限责任公司在低轨卫星互联网领域有一定技术储备，已完成星基ADS-B的技术攻关；控股子公司成都九洲迪飞科技有限责任公司的产品主要应用于航空、航天、电子、兵器、船舶等行业的通讯、雷达、电子对抗、测控等方面。 3、据2026年6月计划及进展公告，控股股东一致行动人九洲创投及部分董监高基于对公司前景信心实施增持，截至6月12日九洲创投已累计增持189.63万股，期间多名高管持续增持。	1、国内最大的军、民用空管系统及装备科研生产基地，在低轨卫星互联网领域有一定技术储备； 2、公司空管产品已在四川省低空试点开展应用，积累了丰富的行业经验	2026-03-03\|16.30\|-4.45\|17.02\|17.21\|16.25\|275700;2026-03-04\|16.18\|-0.74\|16.08\|16.55\|16.06\|250487;2026-03-05\|16.27\|0.56\|16.38\|16.47\|16.14\|163872;2026-03-06\|16.49\|1.35\|16.22\|16.72\|16.18\|167524;2026-03-09\|15.91\|-3.52\|16.21\|16.26\|15.65\|240193;2026-03-10\|15.94\|0.19\|16.05\|16.14\|15.87\|151923;2026-03-11\|15.90\|-0.25\|15.93\|15.99\|15.77\|147240;2026-03-12\|15.35\|-3.46\|15.81\|15.87\|15.31\|278410;2026-03-13\|15.09\|-1.69\|15.33\|15.34\|15.05\|171446;2026-03-16\|15.13\|0.27\|15.06\|15.18\|14.89\|136480;2026-03-17\|15.14\|0.07\|15.13\|15.21\|15.00\|124405;2026-03-18\|15.10\|-0.26\|15.19\|15.20\|14.92\|118206;2026-03-19\|14.68\|-2.78\|14.90\|14.98\|14.65\|130668;2026-03-20\|14.66\|-0.14\|14.75\|14.90\|14.47\|135715;2026-03-23\|13.75\|-6.21\|14.45\|14.45\|13.45\|196339;2026-03-24\|14.11\|2.62\|14.02\|14.25\|13.78\|185131;2026-03-25\|13.96\|-1.06\|14.12\|14.22\|13.76\|255158;2026-03-26\|13.62\|-2.44\|13.93\|13.97\|13.59\|128725;2026-03-27\|13.41\|-1.54\|13.48\|13.55\|13.21\|192790;2026-03-30\|13.20\|-1.57\|13.21\|13.32\|13.00\|160795;2026-03-31\|13.60\|3.03\|13.22\|13.95\|13.20\|217480;2026-04-01\|14.04\|3.24\|13.94\|14.10\|13.88\|187617;2026-04-02\|13.59\|-3.21\|13.98\|13.98\|13.53\|150029;2026-04-03\|13.20\|-2.87\|13.60\|13.64\|13.20\|118147;2026-04-07\|13.31\|0.83\|13.23\|13.55\|13.23\|91207;2026-04-08\|13.92\|4.58\|13.61\|13.93\|13.61\|153217;2026-04-09\|13.70\|-1.58\|13.80\|13.83\|13.68\|107260;2026-04-10\|13.78\|0.58\|13.78\|14.01\|13.78\|100308;2026-04-13\|13.77\|-0.07\|13.70\|13.88\|13.63\|83404;2026-04-14\|14.01\|1.74\|13.98\|14.03\|13.84\|105028;2026-04-15\|13.94\|-0.50\|14.05\|14.25\|13.93\|150499;2026-04-16\|14.08\|1.00\|13.93\|14.30\|13.89\|139422;2026-04-17\|14.19\|0.78\|14.02\|14.22\|13.97\|109221;2026-04-20\|14.47\|1.97\|14.25\|14.55\|14.22\|139434;2026-04-21\|14.41\|-0.41\|14.47\|14.57\|14.31\|107802;2026-04-22\|14.30\|-0.76\|14.37\|14.48\|14.24\|139752;2026-04-23\|14.05\|-1.75\|14.29\|14.31\|14.00\|142278;2026-04-24\|13.93\|-0.85\|13.98\|14.03\|13.82\|112920;2026-04-27\|13.77\|-1.15\|13.90\|14.15\|13.62\|154328;2026-04-28\|12.99\|-5.66\|13.58\|13.58\|12.80\|300418;2026-04-29\|12.93\|-0.46\|12.90\|13.06\|12.69\|238464;2026-04-30\|12.78\|-1.16\|12.85\|12.93\|12.68\|160052;2026-05-06\|13.36\|4.54\|12.88\|13.60\|12.87\|244094;2026-05-07\|13.26\|-0.75\|13.43\|13.43\|13.23\|132346;2026-05-08\|14.04\|5.88\|13.26\|14.28\|13.21\|347756;2026-05-11\|14.20\|1.14\|14.10\|14.64\|13.84\|336797;2026-05-12\|14.06\|-0.99\|14.18\|14.29\|13.96\|169520;2026-05-13\|14.15\|0.64\|14.03\|14.26\|13.86\|144368;2026-05-14\|13.81\|-2.40\|14.16\|14.22\|13.81\|156862;2026-05-15\|13.53\|-2.03\|13.81\|14.19\|13.46\|188403;2026-05-18\|13.33\|-1.48\|13.44\|13.58\|13.26\|150902;2026-05-19\|13.41\|0.60\|13.29\|13.46\|13.15\|136316;2026-05-20\|12.97\|-3.28\|13.34\|13.37\|12.96\|149434;2026-05-21\|13.50\|4.09\|13.04\|13.81\|12.95\|354667;2026-05-22\|13.74\|1.78\|13.50\|13.86\|13.27\|252508;2026-05-25\|13.50\|-1.75\|13.78\|13.86\|13.32\|174175;2026-05-26\|13.56\|0.44\|13.45\|13.59\|13.17\|152064;2026-05-27\|13.12\|-3.24\|13.42\|13.47\|13.07\|155470;2026-05-28\|13.26\|1.07\|13.12\|13.43\|12.87\|161840;2026-05-29\|12.46\|-6.03\|13.26\|13.41\|12.40\|235374;2026-06-01\|12.92\|3.69\|12.47\|13.37\|12.46\|210263;2026-06-02\|12.80\|-0.93\|12.94\|13.13\|12.56\|138200;2026-06-03\|13.04\|1.88\|13.07\|13.20\|12.88\|175207;2026-06-04\|12.58\|-3.53\|12.91\|12.96\|12.48\|164364;2026-06-05\|12.44\|-1.11\|12.55\|12.77\|12.20\|165024;2026-06-08\|12.35\|-0.72\|12.24\|12.70\|12.14\|180155;2026-06-09\|12.34\|-0.08\|12.40\|12.66\|12.22\|161832;2026-06-10\|12.16\|-1.46\|12.23\|12.45\|12.08\|136678;2026-06-11\|11.89\|-2.22\|12.12\|12.15\|11.76\|164280;2026-06-12\|12.37\|4.04\|12.10\|12.72\|12.08\|296040;2026-06-15\|12.28\|-0.73\|12.31\|12.43\|12.15\|184153;2026-06-16\|11.99\|-2.36\|12.21\|12.24\|11.74\|226029;2026-06-17\|11.58\|-3.42\|11.90\|11.95\|11.50\|196176;2026-06-18\|11.59\|0.09\|11.55\|11.88\|11.39\|154243;2026-06-22\|11.37\|-1.90\|11.52\|11.54\|11.08\|201963;2026-06-23\|11.15\|-1.93\|11.31\|11.51\|11.08\|154883;2026-06-24\|10.96\|-1.53\|11.10\|11.12\|10.70\|166021;2026-06-25\|11.00\|0.36\|10.90\|11.12\|10.79\|164128;2026-06-26\|10.96\|-0.36\|10.91\|11.31\|10.60\|217750;2026-06-29\|11.76\|7.30\|10.88\|11.98\|10.81\|401864;2026-06-30\|12.94\|10.03\|11.76\|12.94\|11.66\|221057;2026-07-01\|12.36\|-4.48\|13.00\|13.55\|12.29\|501265;2026-07-02\|13.10\|5.99\|12.30\|13.60\|12.12\|633473;2026-07-03\|12.40\|-5.34\|12.97\|13.09\|12.23\|432789;2026-07-06\|12.01\|-3.15\|12.31\|12.51\|11.98\|211172;2026-07-07\|11.56\|-3.75\|11.89\|11.98\|11.55\|154581;2026-07-08\|11.75\|1.64\|11.57\|11.97\|11.39\|179133;2026-07-09\|11.35\|-3.40\|11.62\|11.67\|11.12\|173295;2026-07-10\|11.77\|3.70\|11.25\|12.15\|11.16\|255326
117981	朱雀三号遥二可复用运载火箭完成静态点火试验	参股蓝箭航天+创投+山东国资 1、据蓝箭航天2026年6月29日招股说明书，其科创板IPO审核状态已恢复为“已问询”；据鲁信创投2025年年度报告，公司参股基金成都鲁信贰期等合计持有蓝箭航天0.89%股权。 2、据2025年年度报告及2026年5月27日机构调研，公司主营业务为创业投资，聚焦新一代信息技术、高端装备制造及航空航天等战略性新兴产业，目前已投专精特新企业123家。 3、据2025年年度报告，公司控股股东为山东省鲁信投资控股集团有限公司，最终控制人为山东省人民政府。	公司参股基金成都鲁信菁蓉贰期创业投资中心（有限合伙）等3个投资主体合计持有蓝箭航天空间科技股份有限公司0.89%股权	2026-03-03\|21.89\|-7.48\|23.89\|23.95\|21.79\|295882;2026-03-04\|21.83\|-0.27\|21.30\|22.32\|21.30\|171415;2026-03-05\|22.14\|1.42\|22.22\|22.33\|21.93\|136599;2026-03-06\|22.33\|0.86\|22.00\|22.75\|21.92\|115688;2026-03-09\|22.36\|0.13\|21.89\|22.39\|21.65\|140072;2026-03-10\|22.56\|0.89\|22.46\|22.90\|22.34\|110513;2026-03-11\|23.35\|3.50\|22.64\|24.00\|22.50\|474585;2026-03-12\|22.52\|-3.55\|23.00\|23.15\|22.22\|355356;2026-03-13\|21.57\|-4.22\|22.32\|22.48\|21.49\|217785;2026-03-16\|21.54\|-0.14\|21.84\|22.18\|21.15\|151919;2026-03-17\|21.09\|-2.09\|21.53\|21.85\|21.03\|118997;2026-03-18\|21.91\|3.89\|21.10\|22.22\|20.88\|215639;2026-03-19\|21.42\|-2.24\|21.85\|22.09\|21.35\|166666;2026-03-20\|20.59\|-3.87\|21.68\|21.75\|20.33\|152925;2026-03-23\|19.66\|-4.52\|20.25\|20.58\|19.48\|162576;2026-03-24\|20.06\|2.03\|20.07\|20.17\|19.40\|126339;2026-03-25\|20.30\|1.20\|20.10\|20.60\|20.10\|96883;2026-03-26\|20.20\|-0.49\|20.40\|20.51\|19.98\|98450;2026-03-27\|20.67\|2.33\|19.80\|21.02\|19.77\|134842;2026-03-30\|21.07\|1.94\|20.51\|21.25\|20.38\|124797;2026-03-31\|21.07\|0.00\|21.00\|21.85\|20.91\|172821;2026-04-01\|20.70\|-1.76\|21.27\|21.55\|20.48\|143941;2026-04-02\|20.31\|-1.88\|20.58\|20.76\|20.19\|81106;2026-04-03\|20.07\|-1.18\|20.43\|20.73\|19.80\|87835;2026-04-07\|20.03\|-0.20\|20.32\|20.32\|19.86\|60960;2026-04-08\|21.28\|6.24\|20.43\|21.38\|20.38\|153764;2026-04-09\|20.80\|-2.26\|20.99\|21.20\|20.67\|148130;2026-04-10\|20.56\|-1.15\|20.92\|21.16\|20.52\|135632;2026-04-13\|20.35\|-1.02\|21.02\|21.20\|20.24\|146951;2026-04-14\|20.89\|2.65\|20.41\|20.92\|20.24\|159345;2026-04-15\|20.68\|-1.01\|21.09\|21.34\|20.65\|129084;2026-04-16\|20.80\|0.58\|20.66\|20.89\|20.53\|106266;2026-04-17\|21.33\|2.55\|20.68\|21.64\|20.62\|195781;2026-04-20\|21.69\|1.69\|21.26\|21.82\|21.20\|178946;2026-04-21\|21.56\|-0.60\|21.52\|21.78\|21.35\|117454;2026-04-22\|21.48\|-0.37\|21.40\|21.59\|21.22\|99109;2026-04-23\|21.68\|0.93\|21.43\|22.96\|20.98\|347007;2026-04-24\|22.64\|4.43\|21.88\|23.85\|21.69\|674148;2026-04-27\|22.06\|-2.56\|22.53\|23.32\|21.90\|455349;2026-04-28\|21.00\|-4.81\|21.60\|21.94\|20.37\|376813;2026-04-29\|20.75\|-1.19\|20.80\|21.25\|20.50\|233608;2026-04-30\|21.73\|4.72\|20.69\|22.20\|20.69\|381813;2026-05-06\|21.93\|0.92\|21.70\|22.27\|21.68\|251186;2026-05-07\|22.58\|2.96\|22.09\|22.98\|21.82\|269885;2026-05-08\|24.84\|10.01\|23.03\|24.84\|22.90\|309537;2026-05-11\|24.33\|-2.05\|25.79\|26.30\|23.95\|725466;2026-05-12\|24.13\|-0.82\|24.49\|25.38\|24.01\|449759;2026-05-13\|23.48\|-2.69\|23.82\|23.95\|23.02\|405268;2026-05-14\|21.76\|-7.33\|23.57\|23.60\|21.76\|370684;2026-05-15\|20.87\|-4.09\|21.56\|21.75\|20.70\|287244;2026-05-18\|22.06\|5.70\|20.55\|22.96\|20.52\|457141;2026-05-19\|22.14\|0.36\|22.32\|23.49\|21.88\|388401;2026-05-20\|23.47\|6.01\|22.02\|23.85\|21.41\|484242;2026-05-21\|23.79\|1.36\|23.24\|25.56\|23.15\|645315;2026-05-22\|24.41\|2.61\|24.00\|24.57\|23.55\|358079;2026-05-25\|23.96\|-1.84\|24.04\|24.96\|23.65\|368179;2026-05-26\|23.88\|-0.33\|23.68\|24.17\|23.26\|256272;2026-05-27\|21.49\|-10.01\|23.65\|24.05\|21.49\|343939;2026-05-28\|22.39\|4.19\|21.33\|23.02\|21.12\|338068;2026-05-29\|21.08\|-5.85\|22.47\|22.57\|20.90\|286993;2026-06-01\|20.92\|-0.76\|20.82\|21.66\|20.68\|171350;2026-06-02\|21.40\|2.29\|21.10\|22.20\|20.82\|286571;2026-06-03\|23.29\|8.83\|21.43\|23.54\|21.28\|625400;2026-06-04\|24.14\|3.65\|23.25\|24.45\|23.13\|437467;2026-06-05\|23.59\|-2.28\|24.01\|24.76\|23.40\|432352;2026-06-08\|22.47\|-4.75\|22.83\|24.10\|22.15\|256947;2026-06-09\|23.10\|2.80\|22.92\|23.34\|21.98\|260788;2026-06-10\|22.35\|-3.25\|22.80\|23.34\|21.78\|283141;2026-06-11\|21.95\|-1.79\|22.13\|22.45\|21.61\|192199;2026-06-12\|21.31\|-2.92\|22.18\|23.55\|21.30\|354356;2026-06-15\|21.78\|2.21\|20.89\|21.85\|20.70\|249845;2026-06-16\|20.85\|-4.27\|22.50\|22.80\|20.71\|369889;2026-06-17\|19.93\|-4.41\|20.70\|21.39\|19.70\|288934;2026-06-18\|21.13\|6.02\|19.86\|21.92\|19.45\|568327;2026-06-22\|21.39\|1.23\|21.50\|21.64\|20.25\|420258;2026-06-23\|20.41\|-4.58\|21.02\|21.39\|20.41\|261346;2026-06-24\|20.12\|-1.42\|20.27\|20.63\|19.15\|269011;2026-06-25\|18.88\|-6.16\|20.00\|20.29\|18.34\|326132;2026-06-26\|19.80\|5.21\|18.67\|20.48\|18.15\|374375;2026-06-29\|18.11\|-8.54\|19.39\|19.55\|17.86\|289767;2026-06-30\|19.92\|9.99\|19.89\|19.92\|19.41\|163715;2026-07-01\|21.91\|9.99\|20.20\|21.91\|20.10\|489079;2026-07-02\|21.35\|-2.56\|22.36\|22.97\|21.33\|545973;2026-07-03\|22.28\|4.36\|21.53\|23.49\|21.53\|616798;2026-07-06\|20.05\|-10.01\|22.04\|22.37\|20.05\|448591;2026-07-07\|19.04\|-5.04\|20.05\|20.20\|18.90\|246884;2026-07-08\|19.55\|2.68\|19.12\|20.09\|18.18\|542382;2026-07-09\|19.37\|-0.92\|19.36\|20.41\|18.25\|392368;2026-07-10\|19.95\|2.99\|18.95\|21.18\|18.65\|434518
117980	朱雀三号遥二可复用运载火箭完成静态点火试验	AI视觉+边缘计算+光纤KVMS+商业航天行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年4月27日年报，公司2025年AI系列产品实现收入2534.22万元，同比增长212.59%，形成“专业视听产品+AI系列产品”双轮驱动的业务格局；据2026年6月4日及6月10日投资者关系活动记录，相关AI试点项目得到客户认可，公司继续大力推广AI系列产品。 2、据2026年4月27日年报，公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，算法种类多样并可根据客户需求定制开发。 3、据2025年11月17日互动易及2026年4月27日年报，公司光纤KVMS解决方案已应用于中国载人航天工程和探月工程指挥控制中心，助力“天问一号”成功发射；分布式坐席系统已部署于某市低空飞行服务中心项目。	公司产品已应用于航空、航天等相关领域，为中国载人航天工程和探月工程的指挥控制中心提供了“光纤KVMS解决方案”，助力中国首次火星探测“天问一号”成功发射	2026-03-03\|35.31\|-2.11\|36.07\|36.38\|35.03\|16674;2026-03-04\|35.56\|0.71\|34.95\|35.80\|34.76\|12306;2026-03-05\|36.24\|1.91\|35.99\|36.76\|35.83\|10310;2026-03-06\|37.47\|3.39\|35.99\|37.60\|35.96\|15936;2026-03-09\|37.02\|-1.20\|36.90\|37.14\|36.38\|13150;2026-03-10\|38.13\|3.00\|37.65\|38.35\|37.32\|14009;2026-03-11\|38.97\|2.20\|38.26\|41.94\|37.78\|39681;2026-03-12\|38.49\|-1.23\|38.50\|38.95\|37.67\|29261;2026-03-13\|38.58\|0.23\|37.80\|40.29\|37.75\|46249;2026-03-16\|39.17\|1.53\|38.10\|39.18\|37.29\|26599;2026-03-17\|39.18\|0.03\|39.10\|39.82\|38.51\|23413;2026-03-18\|41.20\|5.16\|38.86\|41.25\|38.84\|45338;2026-03-19\|40.30\|-2.18\|40.00\|40.82\|39.51\|31920;2026-03-20\|39.68\|-1.54\|39.95\|40.45\|39.30\|18828;2026-03-23\|39.49\|-0.48\|39.03\|39.70\|38.25\|21589;2026-03-24\|40.60\|2.81\|39.88\|41.20\|39.61\|29215;2026-03-25\|41.36\|1.87\|40.60\|41.70\|40.10\|37377;2026-03-26\|37.99\|-8.15\|41.20\|41.20\|37.99\|42614;2026-03-27\|36.08\|-5.03\|37.00\|37.57\|36.00\|34033;2026-03-30\|36.98\|2.49\|35.44\|37.19\|35.03\|28486;2026-03-31\|36.06\|-2.49\|36.75\|37.60\|35.80\|24931;2026-04-01\|35.65\|-1.14\|36.60\|37.01\|35.57\|19786;2026-04-02\|35.21\|-1.23\|35.65\|35.97\|34.83\|16362;2026-04-03\|35.50\|0.82\|35.50\|35.85\|35.00\|13953;2026-04-07\|35.06\|-1.24\|35.65\|35.65\|34.77\|13024;2026-04-08\|36.20\|3.25\|35.73\|36.46\|35.50\|16822;2026-04-09\|35.80\|-1.10\|35.79\|36.00\|35.28\|14012;2026-04-10\|35.67\|-0.36\|36.00\|36.98\|35.66\|14419;2026-04-13\|35.06\|-1.71\|35.67\|36.27\|34.88\|21967;2026-04-14\|36.62\|4.45\|35.28\|37.50\|35.28\|29284;2026-04-15\|36.71\|0.25\|36.99\|37.25\|36.16\|13929;2026-04-16\|36.90\|0.52\|36.71\|37.19\|36.29\|14959;2026-04-17\|36.43\|-1.27\|36.89\|36.99\|36.01\|12402;2026-04-20\|40.07\|9.99\|36.43\|40.07\|36.43\|31400;2026-04-21\|39.37\|-1.75\|40.06\|40.28\|38.93\|43614;2026-04-22\|39.38\|0.03\|39.30\|39.69\|38.35\|30656;2026-04-23\|38.22\|-2.95\|39.38\|39.40\|38.16\|18093;2026-04-24\|38.25\|0.08\|38.10\|38.86\|37.81\|21344;2026-04-27\|38.02\|-0.60\|37.81\|38.41\|37.11\|18633;2026-04-28\|36.98\|-2.74\|38.02\|38.02\|36.60\|17663;2026-04-29\|36.98\|0.00\|36.76\|37.72\|36.66\|15399;2026-04-30\|37.01\|0.08\|36.99\|37.46\|36.87\|11296;2026-05-06\|37.06\|0.14\|37.19\|37.65\|36.82\|19163;2026-05-07\|37.49\|1.16\|37.00\|37.95\|37.00\|19931;2026-05-08\|38.15\|1.76\|37.49\|38.34\|37.09\|20880;2026-05-11\|38.09\|-0.16\|38.43\|38.44\|37.76\|17269;2026-05-12\|36.75\|-3.52\|37.85\|38.10\|36.50\|20771;2026-05-13\|36.80\|0.14\|36.77\|37.87\|35.65\|21852;2026-05-14\|36.42\|-1.03\|36.99\|37.17\|36.21\|13421;2026-05-15\|35.86\|-1.54\|36.45\|36.63\|35.66\|14122;2026-05-18\|36.05\|0.53\|35.67\|36.18\|35.60\|7880;2026-05-19\|36.33\|0.78\|36.15\|36.38\|35.58\|9467;2026-05-20\|35.70\|-1.73\|36.32\|36.32\|35.40\|9307;2026-05-21\|34.17\|-4.29\|35.80\|36.27\|34.00\|16255;2026-05-22\|35.18\|2.96\|34.48\|36.19\|33.80\|16004;2026-05-25\|36.31\|3.21\|36.19\|36.35\|35.31\|15360;2026-05-26\|35.15\|-3.19\|36.07\|36.21\|34.74\|13977;2026-05-27\|34.74\|-1.17\|35.20\|35.78\|34.64\|10419;2026-05-28\|36.10\|3.91\|34.74\|36.35\|34.50\|17573;2026-05-29\|36.79\|1.91\|36.20\|37.82\|35.63\|23393;2026-06-01\|37.95\|3.15\|37.18\|38.49\|36.62\|22918;2026-06-02\|37.05\|-2.37\|37.90\|38.15\|36.10\|20501;2026-06-03\|37.55\|1.35\|36.94\|37.95\|36.36\|15809;2026-06-04\|38.30\|2.00\|37.24\|38.68\|37.16\|24626;2026-06-05\|38.17\|-0.34\|37.92\|38.71\|37.60\|22829;2026-06-08\|37.66\|-1.34\|37.20\|38.59\|37.04\|19880;2026-06-09\|27.60\|3.41\|26.75\|27.80\|26.61\|32114;2026-06-10\|26.89\|-2.57\|27.59\|27.59\|26.41\|25934;2026-06-11\|26.30\|-2.19\|26.67\|26.69\|25.81\|18734;2026-06-12\|27.92\|6.16\|26.54\|28.93\|26.18\|76866;2026-06-15\|27.72\|-0.72\|27.66\|28.10\|27.23\|41407;2026-06-16\|28.38\|2.38\|27.45\|28.50\|26.77\|60586;2026-06-17\|27.43\|-3.35\|27.84\|28.30\|27.32\|37179;2026-06-18\|27.44\|0.04\|27.16\|28.05\|26.85\|31472;2026-06-22\|26.29\|-4.19\|27.50\|27.85\|25.79\|36521;2026-06-23\|26.21\|-0.30\|25.92\|27.07\|25.71\|26009;2026-06-24\|28.52\|8.81\|26.30\|28.83\|24.83\|83572;2026-06-25\|29.09\|2.00\|28.48\|29.87\|28.20\|79705;2026-06-26\|30.02\|3.20\|29.30\|30.78\|29.00\|71190;2026-06-29\|33.02\|9.99\|29.88\|33.02\|29.08\|93804;2026-06-30\|36.32\|9.99\|34.06\|36.32\|33.36\|34882;2026-07-01\|36.94\|1.71\|36.32\|38.30\|36.27\|154846;2026-07-02\|37.50\|1.52\|36.17\|39.46\|36.03\|100117;2026-07-03\|35.28\|-5.92\|37.51\|38.63\|33.96\|95533;2026-07-06\|35.29\|0.03\|35.96\|36.16\|34.25\|55845;2026-07-07\|38.82\|10.00\|37.30\|38.82\|37.30\|18215;2026-07-08\|42.70\|9.99\|42.70\|42.70\|42.70\|11301;2026-07-09\|45.47\|6.49\|46.89\|46.89\|40.00\|148239;2026-07-10\|47.56\|4.60\|46.10\|49.00\|45.50\|122918
117979	国常会要求加快超大规模智算集群建设	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	2026-03-03\|58.73\|-4.13\|61.60\|62.13\|58.70\|509152;2026-03-04\|58.33\|-0.68\|57.90\|59.53\|57.77\|302246;2026-03-05\|59.33\|1.71\|59.37\|60.00\|58.50\|344431;2026-03-06\|59.43\|0.17\|59.00\|59.50\|58.58\|248807;2026-03-09\|61.77\|3.94\|59.79\|61.80\|58.36\|580590;2026-03-10\|61.99\|0.36\|62.65\|63.26\|61.34\|563403;2026-03-11\|62.35\|0.58\|62.00\|63.00\|61.81\|425142;2026-03-12\|63.30\|1.52\|61.77\|64.84\|61.60\|667471;2026-03-13\|61.79\|-2.39\|62.05\|63.51\|60.79\|526600;2026-03-16\|60.60\|-1.93\|60.70\|60.86\|59.90\|295241;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
117978	国常会要求加快超大规模智算集群建设	AI PC+超节点+AI算力+消费电子ODM 行业原因： 1、5月30日，英伟达、微软、ARM三方同步官宣“A new era of PC”预热，计划6月初发布首款暂定名为“N1X”的PC处理器。 2、5月29日美股戴尔因AI服务器需求激增，将2027财年AI服务器营收预期上调至约600亿美元，股价大涨近33%，带动行业景气预期。公司原因： 1、据2026年5月8日及5月7日投资者关系活动记录表，公司超节点产品Q2开始小批量发货，下半年批量交付，全年预计收入超100亿元，占据行业领先地位。公司是行业内极少数同时拥有计算节点和网络节点设计能力的厂家。 2、据2025年年报及2026年5月20日互动易，公司数据中心业务已构建AI服务器、超节点、通用服务器、交换机等全栈式产品组合，在芯片平台上全面适配海内外各主流算力平台，并在各大CSP客户中建立核心供应商地位。 3、据2025年年报，公司积极拥抱AI产业发展趋势，与客户合作的AIPC产品持续实现量产出货，同时加速拓展PC生态产品。 4、据公司2025年年报，公司是全球领先的智能产品平台型企业，智能手机、笔记本电脑、平板电脑出货量超全球的10%，2025年营收1714.4亿元，同比增长56.0%。	公司已构建起覆盖AI服务器、超节点、通用服务器、交换机的全栈式产品组合	2026-03-03\|86.45\|-3.35\|89.90\|90.47\|86.22\|93994;2026-03-04\|86.70\|0.29\|86.05\|88.20\|85.53\|72673;2026-03-05\|88.44\|2.01\|88.33\|90.25\|87.48\|80614;2026-03-06\|86.19\|-2.54\|87.10\|88.21\|85.63\|79555;2026-03-09\|84.20\|-2.31\|84.30\|84.65\|81.18\|107992;2026-03-10\|86.66\|2.92\|85.33\|87.25\|85.08\|74375;2026-03-11\|89.17\|2.90\|86.82\|92.34\|86.80\|132684;2026-03-12\|91.00\|2.05\|89.10\|91.23\|88.82\|117896;2026-03-13\|90.63\|-0.41\|90.23\|92.84\|89.87\|91491;2026-03-16\|89.10\|-1.69\|90.16\|90.49\|87.40\|61876;2026-03-17\|85.98\|-3.50\|89.16\|89.60\|85.90\|64509;2026-03-18\|88.70\|3.16\|86.50\|89.10\|86.00\|68999;2026-03-19\|86.96\|-1.96\|87.55\|88.39\|86.55\|47435;2026-03-20\|86.81\|-0.17\|87.65\|90.20\|86.81\|98802;2026-03-23\|83.37\|-3.96\|85.34\|87.16\|83.02\|110991;2026-03-24\|89.35\|7.17\|85.75\|89.90\|85.00\|192673;2026-03-25\|91.45\|2.35\|91.50\|92.36\|89.93\|157362;2026-03-26\|86.74\|-5.15\|91.45\|91.45\|86.50\|122813;2026-03-27\|84.68\|-2.37\|85.31\|86.00\|83.08\|129761;2026-03-30\|82.30\|-2.81\|82.88\|83.32\|79.89\|152074;2026-03-31\|80.13\|-2.64\|82.09\|82.88\|79.75\|93042;2026-04-01\|88.14\|10.00\|82.50\|88.14\|82.30\|217964;2026-04-02\|89.19\|1.19\|89.09\|93.31\|88.58\|275338;2026-04-03\|90.90\|1.92\|90.08\|92.92\|88.97\|147278;2026-04-07\|96.22\|5.85\|90.96\|97.50\|90.96\|232942;2026-04-08\|97.49\|1.32\|97.00\|98.00\|95.00\|172256;2026-04-09\|99.05\|1.60\|97.00\|101.61\|95.81\|172829;2026-04-10\|98.80\|-0.25\|100.40\|101.98\|98.58\|165326;2026-04-13\|99.69\|0.90\|97.76\|101.45\|97.76\|169577;2026-04-14\|98.30\|-1.39\|101.23\|101.49\|97.89\|131353;2026-04-15\|98.88\|0.59\|98.83\|101.52\|97.50\|123511;2026-04-16\|97.57\|-1.32\|98.51\|98.94\|95.65\|139495;2026-04-17\|97.40\|-0.17\|96.81\|98.28\|95.85\|94824;2026-04-20\|103.00\|5.75\|99.00\|104.45\|99.00\|183399;2026-04-21\|100.45\|-2.48\|102.00\|102.30\|97.88\|116266;2026-04-22\|105.08\|4.61\|100.98\|105.45\|99.50\|161772;2026-04-23\|103.86\|-1.16\|105.90\|106.90\|100.67\|165572;2026-04-24\|107.54\|3.54\|104.31\|110.33\|102.00\|239353;2026-04-27\|108.10\|0.52\|107.60\|110.53\|106.70\|190518;2026-04-28\|103.90\|-3.89\|107.38\|107.38\|102.95\|130106;2026-04-29\|102.46\|-1.39\|103.37\|104.30\|98.25\|163910;2026-04-30\|103.61\|1.12\|103.23\|105.90\|97.70\|210798;2026-05-06\|109.80\|5.97\|106.23\|113.97\|106.14\|245083;2026-05-07\|112.18\|2.17\|111.00\|112.69\|108.05\|143069;2026-05-08\|118.60\|5.72\|112.94\|122.00\|110.28\|256428;2026-05-11\|114.85\|-3.16\|120.00\|121.61\|113.70\|244988;2026-05-12\|109.63\|-4.55\|114.30\|115.80\|108.50\|223658;2026-05-13\|116.18\|5.97\|109.62\|116.88\|108.08\|235221;2026-05-14\|114.70\|-1.27\|121.00\|121.68\|113.82\|190739;2026-05-15\|113.85\|-0.74\|116.99\|119.80\|112.15\|165907;2026-05-18\|112.32\|-1.34\|112.50\|117.50\|111.70\|166102;2026-05-19\|108.90\|-3.04\|112.41\|112.80\|104.39\|269750;2026-05-20\|109.81\|0.84\|107.90\|111.29\|107.34\|156790;2026-05-21\|105.04\|-4.34\|111.99\|112.65\|104.52\|170395;2026-05-22\|108.94\|3.71\|106.88\|109.72\|105.10\|139289;2026-05-25\|111.75\|2.58\|110.90\|112.18\|108.50\|144738;2026-05-26\|109.95\|-1.61\|111.00\|113.25\|107.93\|143484;2026-05-27\|106.68\|-2.97\|109.71\|112.51\|106.00\|156170;2026-05-28\|106.00\|-0.64\|105.15\|107.28\|102.65\|153607;2026-05-29\|106.40\|0.38\|113.48\|115.87\|103.70\|254618;2026-06-01\|117.04\|10.00\|112.10\|117.04\|112.00\|248435;2026-06-02\|124.60\|6.46\|121.68\|126.69\|115.87\|545235;2026-06-03\|117.60\|-5.62\|120.74\|124.33\|116.00\|457096;2026-06-04\|114.45\|-2.68\|114.50\|120.00\|113.73\|270540;2026-06-05\|107.54\|-6.04\|113.00\|113.02\|106.84\|277794;2026-06-08\|99.18\|-7.77\|100.96\|103.55\|99.11\|235566;2026-06-09\|102.51\|3.36\|101.16\|102.99\|97.15\|199115;2026-06-10\|103.17\|0.64\|100.29\|104.63\|99.51\|167027;2026-06-11\|104.78\|1.56\|101.98\|106.75\|100.50\|152621;2026-06-12\|102.77\|-1.92\|106.50\|108.80\|102.77\|178324;2026-06-15\|106.21\|3.35\|103.60\|106.52\|102.80\|118063;2026-06-16\|105.97\|-0.23\|106.04\|107.47\|104.20\|150037;2026-06-17\|79.46\|6.17\|75.33\|80.37\|74.28\|242764;2026-06-18\|80.40\|1.18\|78.97\|81.95\|78.87\|229164;2026-06-22\|79.36\|-1.29\|81.68\|82.88\|75.70\|310747;2026-06-23\|76.06\|-4.16\|77.89\|78.75\|75.34\|229779;2026-06-24\|76.78\|0.95\|75.35\|78.22\|74.08\|201237;2026-06-25\|76.94\|0.21\|76.50\|77.90\|75.03\|231990;2026-06-26\|69.25\|-9.99\|75.55\|75.66\|69.25\|325456;2026-06-29\|68.43\|-1.18\|68.89\|69.70\|65.88\|204147;2026-06-30\|74.27\|8.53\|69.06\|75.00\|68.56\|238574;2026-07-01\|72.04\|-3.00\|74.96\|75.50\|71.50\|174635;2026-07-02\|68.67\|-4.68\|71.00\|72.23\|68.36\|168072;2026-07-03\|68.88\|0.31\|68.01\|70.90\|67.81\|189822;2026-07-06\|71.19\|3.35\|68.87\|72.69\|65.67\|253858;2026-07-07\|71.17\|-0.03\|70.50\|73.99\|69.78\|206891;2026-07-08\|78.29\|10.00\|76.00\|78.29\|75.48\|496894;2026-07-09\|82.14\|4.92\|76.72\|82.40\|74.47\|574166;2026-07-10\|82.80\|0.80\|81.66\|86.03\|80.56\|492743
117977	国常会要求加快超大规模智算集群建设	复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-03\|96.49\|-2.24\|101.02\|102.40\|94.18\|1073433;2026-03-04\|94.60\|-1.96\|93.13\|98.36\|92.70\|737431;2026-03-05\|94.70\|0.11\|99.48\|99.50\|93.18\|819846;2026-03-06\|93.16\|-1.63\|92.30\|96.29\|90.60\|582326;2026-03-09\|96.35\|3.42\|91.00\|98.70\|87.54\|829045;2026-03-10\|95.51\|-0.87\|99.00\|99.90\|94.21\|676236;2026-03-11\|91.12\|-4.60\|94.33\|96.30\|91.08\|622058;2026-03-12\|88.69\|-2.67\|91.12\|92.98\|87.39\|559159;2026-03-13\|83.54\|-5.81\|87.92\|88.41\|83.42\|618556;2026-03-16\|83.32\|-0.26\|83.55\|83.88\|81.35\|378821;2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|80.08\|1.16\|81.20\|81.26\|77.03\|377583;2026-07-10\|82.25\|2.71\|80.00\|86.31\|79.50\|550829
117976	国常会要求加快超大规模智算集群建设	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	2026-03-03\|35.00\|-9.04\|38.68\|39.00\|34.71\|525915;2026-03-04\|35.08\|0.23\|33.99\|35.88\|33.99\|301882;2026-03-05\|36.19\|3.16\|36.28\|36.94\|35.26\|383915;2026-03-06\|37.82\|4.50\|35.75\|37.98\|35.62\|415642;2026-03-09\|45.38\|19.99\|41.66\|45.38\|41.05\|706106;2026-03-10\|51.59\|13.68\|51.89\|53.40\|48.60\|1493729;2026-03-11\|51.20\|-0.76\|51.48\|52.39\|49.55\|1092687;2026-03-12\|48.21\|-5.84\|51.50\|53.30\|47.30\|1100970;2026-03-13\|43.01\|-10.79\|47.00\|47.47\|42.97\|870616;2026-03-16\|42.62\|-0.91\|42.95\|43.30\|41.19\|544902;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\|40167637
117975	国常会要求加快超大规模智算集群建设	AI服务器+英伟达概念+沐曦合作行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年1月29日业绩预告，公司新增的高性能计算设备、AI算力服务器业务开始放量，整体营业收入取得大幅增加。 2、据2024年2月26日互动易，公司是英伟达NPN合作伙伴。 3、据2026年3月30日公告，公司与沐曦股份签署为期五年的战略合作协议书。 4、据2025年4月26日年度报告，公司主营业务为消费物联网智能视听终端的研发、生产和销售，主要产品包括智能摄像机、智能车载摄像头和无线音频产品，采用“ODM定制为主、自有品牌为辅”的经营模式。	公司全资设立奥尼算力科技中山有限公司，注册资本1000万元，经营范围涵盖云计算设备制造、数据处理和存储支持服务	2026-03-03\|41.61\|-3.39\|43.21\|43.30\|41.61\|19234;2026-03-04\|41.04\|-1.37\|41.60\|41.85\|40.78\|12036;2026-03-05\|41.97\|2.27\|41.81\|42.32\|41.62\|12152;2026-03-06\|42.97\|2.38\|41.88\|43.31\|41.68\|14302;2026-03-09\|42.66\|-0.72\|42.53\|43.28\|41.72\|14093;2026-03-10\|43.89\|2.88\|43.13\|44.18\|42.97\|18526;2026-03-11\|42.40\|-3.39\|43.90\|44.56\|41.98\|25903;2026-03-12\|42.33\|-0.17\|42.38\|42.72\|42.03\|11704;2026-03-13\|41.93\|-0.94\|42.46\|43.00\|41.58\|13373;2026-03-16\|42.67\|1.76\|41.93\|43.33\|41.78\|16984;2026-03-17\|43.09\|0.98\|42.68\|43.99\|42.28\|30695;2026-03-18\|44.93\|4.27\|43.09\|45.56\|42.80\|61525;2026-03-19\|44.80\|-0.29\|44.59\|46.67\|44.18\|48244;2026-03-20\|44.92\|0.27\|45.02\|46.49\|44.80\|35729;2026-03-23\|40.62\|-9.57\|44.71\|44.71\|40.18\|53660;2026-03-24\|45.20\|11.28\|41.83\|45.28\|41.21\|51809;2026-03-25\|46.47\|2.81\|45.27\|47.30\|45.00\|55900;2026-03-26\|46.68\|0.45\|46.24\|48.38\|45.80\|46171;2026-03-27\|47.19\|1.09\|46.66\|47.73\|44.25\|41415;2026-03-30\|46.89\|-0.64\|46.25\|48.26\|46.00\|30691;2026-03-31\|46.69\|-0.43\|47.02\|48.66\|46.20\|37996;2026-04-01\|47.06\|0.79\|48.30\|50.40\|46.62\|56509;2026-04-02\|45.11\|-4.14\|46.63\|47.18\|44.75\|31132;2026-04-03\|44.48\|-1.40\|45.63\|45.63\|44.06\|21940;2026-04-07\|46.36\|4.23\|44.62\|47.09\|44.02\|40721;2026-04-08\|49.35\|6.45\|47.18\|49.45\|46.49\|43444;2026-04-09\|49.92\|1.16\|49.07\|51.35\|48.82\|44963;2026-04-10\|57.32\|14.82\|50.01\|57.88\|50.01\|101511;2026-04-13\|59.99\|4.66\|57.57\|62.55\|56.01\|103914;2026-04-14\|71.99\|20.00\|59.78\|71.99\|59.78\|118190;2026-04-15\|86.39\|20.00\|84.59\|86.39\|83.00\|133082;2026-04-16\|81.84\|-5.27\|86.30\|89.85\|77.75\|194813;2026-04-17\|82.00\|0.20\|77.58\|85.71\|77.58\|126479;2026-04-20\|85.84\|4.68\|82.00\|88.35\|81.40\|102610;2026-04-21\|86.03\|0.22\|85.36\|88.59\|83.89\|83545;2026-04-22\|85.01\|-1.19\|87.75\|88.80\|81.19\|105889;2026-04-23\|80.88\|-4.86\|86.28\|86.28\|80.49\|64004;2026-04-24\|81.68\|0.99\|80.90\|82.99\|76.83\|64161;2026-04-27\|79.02\|-3.26\|82.70\|82.71\|74.52\|94998;2026-04-28\|78.20\|-1.04\|79.00\|82.50\|77.62\|75666;2026-04-29\|81.08\|3.68\|79.14\|84.33\|75.60\|78493;2026-04-30\|81.30\|0.27\|81.21\|86.36\|78.81\|83138;2026-05-06\|86.00\|5.78\|82.22\|87.23\|80.00\|92817;2026-05-07\|94.86\|10.30\|86.39\|99.88\|86.39\|122211;2026-05-08\|95.25\|0.41\|93.62\|97.32\|90.45\|111844;2026-05-11\|94.76\|-0.51\|96.58\|98.99\|90.60\|106257;2026-05-12\|84.51\|-10.82\|94.65\|95.34\|81.28\|122539;2026-05-13\|93.15\|10.22\|83.00\|94.65\|81.41\|105649;2026-05-14\|95.72\|2.76\|94.13\|98.50\|93.59\|85191;2026-05-15\|99.37\|3.81\|94.52\|106.91\|93.75\|95387;2026-05-18\|98.55\|-0.83\|96.36\|99.19\|90.65\|69198;2026-05-19\|95.82\|-2.77\|97.57\|105.33\|94.09\|68502;2026-05-20\|94.00\|-1.90\|95.00\|97.45\|91.68\|44894;2026-05-21\|90.29\|-3.95\|94.81\|95.85\|89.34\|43793;2026-05-22\|93.90\|4.00\|90.18\|96.20\|89.18\|45397;2026-05-25\|99.81\|6.29\|94.01\|100.97\|91.80\|67950;2026-05-26\|102.10\|2.29\|99.65\|105.57\|97.53\|58983;2026-05-27\|98.80\|-3.23\|102.21\|103.77\|97.62\|45203;2026-05-28\|99.67\|0.88\|100.00\|100.50\|94.00\|33438;2026-05-29\|100.30\|0.63\|101.30\|108.53\|97.23\|55580;2026-06-01\|108.56\|8.24\|98.00\|112.98\|96.00\|81104;2026-06-02\|107.00\|-1.44\|108.00\|109.50\|101.71\|57127;2026-06-03\|100.78\|-5.81\|105.01\|115.00\|99.03\|115196;2026-06-04\|100.62\|-0.16\|98.60\|104.61\|94.00\|72866;2026-06-05\|102.00\|1.37\|99.76\|104.48\|97.60\|59201;2026-06-08\|99.81\|-2.15\|96.57\|101.88\|91.00\|62232;2026-06-09\|102.50\|2.70\|100.00\|104.50\|98.50\|51352;2026-06-10\|72.30\|-1.24\|74.31\|76.92\|71.23\|62032;2026-06-11\|67.59\|-6.51\|71.00\|75.00\|67.00\|82426;2026-06-12\|64.78\|-4.16\|68.50\|70.68\|64.70\|87645;2026-06-15\|66.89\|3.26\|64.40\|67.17\|62.45\|78389;2026-06-16\|66.43\|-0.69\|66.81\|69.39\|65.51\|71876;2026-06-17\|65.50\|-1.40\|65.24\|67.67\|64.40\|52436;2026-06-18\|67.02\|2.32\|65.50\|69.30\|64.50\|65742;2026-06-22\|64.60\|-3.61\|67.62\|67.99\|62.57\|66775;2026-06-23\|64.40\|-0.31\|64.10\|65.50\|61.28\|70929;2026-06-24\|61.75\|-4.11\|64.40\|66.21\|61.34\|66418;2026-06-25\|58.57\|-5.15\|62.60\|62.60\|58.00\|68605;2026-06-26\|54.61\|-6.76\|57.63\|57.88\|54.00\|56688;2026-06-29\|52.51\|-3.85\|55.60\|55.60\|51.41\|60383;2026-06-30\|58.93\|12.23\|52.51\|59.77\|51.41\|90649;2026-07-01\|59.81\|1.49\|61.01\|62.50\|58.20\|83006;2026-07-02\|57.18\|-4.40\|58.59\|60.92\|57.01\|71331;2026-07-03\|56.11\|-1.87\|56.71\|57.95\|55.91\|47297;2026-07-06\|55.38\|-1.30\|57.04\|57.77\|54.57\|42946;2026-07-07\|56.27\|1.61\|55.40\|56.30\|53.89\|43196;2026-07-08\|55.12\|-2.04\|56.89\|57.88\|54.82\|63546;2026-07-09\|55.54\|0.76\|55.11\|56.84\|52.67\|47716;2026-07-10\|53.81\|-3.11\|55.66\|59.00\|53.60\|50352
117974	国常会要求加快超大规模智算集群建设	算力租赁+智慧城市+预计扭亏行业原因： 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3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	公司定位为新型数字基础设施与智能算力综合服务商，战略重心全面转向智能算力，致力于成为国内领先算力运营商	2026-03-03\|100.00\|-7.67\|109.81\|111.79\|99.60\|120856;2026-03-04\|99.60\|-0.40\|98.60\|103.50\|96.58\|97045;2026-03-05\|99.05\|-0.55\|103.31\|103.48\|95.90\|116015;2026-03-06\|95.24\|-3.85\|98.17\|99.70\|94.70\|89482;2026-03-09\|114.29\|20.00\|98.30\|114.29\|93.00\|239787;2026-03-10\|116.26\|1.72\|118.34\|119.77\|110.80\|234424;2026-03-11\|124.98\|7.50\|115.11\|125.45\|114.47\|242447;2026-03-12\|149.98\|20.00\|126.00\|149.98\|125.00\|258376;2026-03-13\|153.00\|2.01\|144.00\|158.00\|144.00\|224268;2026-03-16\|160.01\|4.58\|147.70\|162.18\|142.00\|199726;2026-03-17\|154.56\|-3.41\|161.43\|161.90\|153.68\|121391;2026-03-18\|157.33\|1.79\|155.00\|161.89\|149.10\|133647;2026-03-19\|178.53\|13.47\|157.46\|186.56\|157.46\|167656;2026-03-20\|157.11\|-12.00\|174.67\|178.00\|157.01\|214664;2026-03-23\|150.84\|-3.99\|155.00\|160.80\|149.45\|158947;2026-03-24\|154.00\|2.09\|152.00\|155.40\|145.00\|161667;2026-03-25\|163.65\|6.27\|154.99\|167.96\|154.26\|163980;2026-03-26\|165.59\|1.19\|160.00\|173.99\|158.68\|135746;2026-03-27\|160.47\|-3.09\|158.02\|165.49\|157.00\|119776;2026-03-30\|160.00\|-0.29\|156.80\|166.00\|155.55\|102693;2026-03-31\|153.29\|-4.19\|161.48\|162.16\|153.27\|84127;2026-04-01\|179.27\|16.95\|163.39\|183.90\|160.15\|148648;2026-04-02\|172.19\|-3.95\|176.65\|177.99\|166.66\|103620;2026-04-03\|166.50\|-3.30\|170.69\|174.80\|166.29\|117478;2026-04-07\|162.32\|-2.51\|165.62\|173.00\|160.58\|95593;2026-04-08\|191.25\|17.82\|170.00\|194.58\|168.00\|180991;2026-04-09\|203.30\|6.30\|188.04\|207.50\|184.02\|160229;2026-04-10\|198.00\|-2.61\|208.38\|211.60\|195.00\|126806;2026-04-13\|194.70\|-1.67\|202.01\|218.00\|193.19\|138405;2026-04-14\|222.68\|14.37\|214.97\|233.64\|209.89\|186889;2026-04-15\|241.18\|8.31\|222.00\|252.88\|222.00\|164370;2026-04-16\|289.42\|20.00\|248.01\|289.42\|248.01\|150511;2026-04-17\|282.68\|-2.33\|285.02\|287.98\|273.88\|135371;2026-04-20\|289.00\|2.24\|277.50\|289.02\|272.22\|154004;2026-04-21\|279.33\|-3.35\|283.80\|283.80\|260.00\|136377;2026-04-22\|324.28\|16.09\|281.00\|331.99\|273.06\|179577;2026-04-23\|333.33\|2.79\|318.00\|348.60\|318.00\|128653;2026-04-24\|332.45\|-0.26\|328.89\|339.77\|317.00\|126815;2026-04-27\|313.22\|-5.78\|330.00\|330.00\|312.00\|96161;2026-04-28\|335.99\|7.27\|320.00\|346.40\|304.50\|145756;2026-04-29\|327.45\|-2.54\|296.00\|333.99\|296.00\|131130;2026-04-30\|316.74\|-3.27\|322.99\|332.00\|315.00\|79531;2026-05-06\|339.13\|7.07\|329.00\|348.68\|315.00\|106211;2026-05-07\|356.99\|5.27\|342.01\|372.60\|342.01\|102246;2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966
117973	国常会要求加快超大规模智算集群建设	涨停揭秘：拟开展总额不超200亿元高性能算力服务器融资租赁，直接对接AI算力基建终端需求；涨停缘由：200亿元算力服务器融资租赁计划明确落地路径；深耕制造业数字化，客户涵盖华为、宁德时代等头部企业；大模型应用催生边缘算力部署潮；资金逻辑：资金博弈‘AI+金融创新’新模式，估值处于历史低位，6月15日龙虎榜显示一线游资席位净买入超3000万元；风险提示：融资租赁业务尚处筹划阶段，尚未签署正式协议；公司传统软件业务增速放缓，新业务盈利模式有待验证	公司拟开展以高性能算力服务器为标的的融资租赁业务，交易总额预计不超过200亿元	2026-03-03\|20.72\|-6.67\|22.30\|22.39\|20.61\|178706;2026-03-04\|20.12\|-2.90\|20.17\|20.58\|20.00\|107297;2026-03-05\|20.29\|0.84\|20.53\|20.65\|20.19\|80933;2026-03-06\|20.87\|2.86\|20.22\|21.07\|20.13\|86051;2026-03-09\|21.47\|2.87\|20.46\|21.68\|20.12\|122911;2026-03-10\|21.43\|-0.19\|21.71\|22.18\|21.23\|108295;2026-03-11\|21.09\|-1.59\|21.48\|21.48\|21.04\|78379;2026-03-12\|20.82\|-1.28\|21.09\|21.25\|20.76\|61157;2026-03-13\|20.26\|-2.69\|20.65\|20.75\|20.20\|74203;2026-03-16\|20.44\|0.89\|20.26\|20.45\|19.97\|58743;2026-03-17\|19.92\|-2.54\|20.52\|20.56\|19.90\|57630;2026-03-18\|20.33\|2.06\|20.11\|20.37\|19.92\|55202;2026-03-19\|20.61\|1.38\|20.12\|20.96\|20.03\|103616;2026-03-20\|19.90\|-3.44\|20.62\|21.06\|19.83\|93298;2026-03-23\|18.04\|-9.35\|19.36\|19.50\|18.01\|106453;2026-03-24\|18.57\|2.94\|18.88\|18.88\|18.15\|57154;2026-03-25\|18.88\|1.67\|18.60\|19.11\|18.53\|57099;2026-03-26\|18.41\|-2.49\|18.81\|19.00\|18.34\|48545;2026-03-27\|18.75\|1.85\|18.10\|18.82\|18.10\|45209;2026-03-30\|18.75\|0.00\|18.34\|18.79\|18.15\|44099;2026-03-31\|18.49\|-1.39\|18.75\|19.02\|18.44\|40069;2026-04-01\|18.90\|2.22\|18.94\|19.00\|18.71\|57503;2026-04-02\|18.31\|-3.12\|18.78\|18.86\|18.17\|55748;2026-04-03\|18.20\|-0.60\|18.39\|18.53\|18.01\|55326;2026-04-07\|18.11\|-0.49\|18.19\|18.41\|18.02\|33696;2026-04-08\|19.42\|7.23\|18.57\|19.44\|18.50\|95768;2026-04-09\|18.87\|-2.83\|19.19\|19.19\|18.80\|63824;2026-04-10\|18.97\|0.53\|19.07\|19.22\|18.96\|50036;2026-04-13\|18.88\|-0.47\|18.83\|19.10\|18.75\|39732;2026-04-14\|19.22\|1.80\|19.32\|19.32\|18.96\|54700;2026-04-15\|18.98\|-1.25\|19.38\|19.49\|18.93\|44669;2026-04-16\|20.58\|8.43\|19.15\|21.29\|19.00\|223524;2026-04-17\|21.11\|2.58\|20.39\|21.18\|20.31\|139303;2026-04-20\|21.92\|3.84\|20.96\|22.01\|20.92\|170903;2026-04-21\|21.67\|-1.14\|21.77\|22.14\|21.54\|100820;2026-04-22\|21.69\|0.09\|21.60\|21.98\|21.33\|97109;2026-04-23\|23.24\|7.15\|21.98\|23.75\|21.81\|281908;2026-04-24\|23.95\|3.06\|23.00\|24.65\|22.97\|222799;2026-04-27\|23.68\|-1.13\|23.88\|24.99\|23.66\|260535;2026-04-28\|24.47\|3.34\|23.51\|24.69\|23.00\|256499;2026-04-29\|24.98\|2.08\|24.24\|25.17\|23.87\|225556;2026-04-30\|25.24\|1.04\|24.78\|26.19\|24.66\|221180;2026-05-06\|26.34\|4.36\|25.00\|26.64\|25.00\|213946;2026-05-07\|28.84\|9.49\|26.40\|28.90\|26.27\|332016;2026-05-08\|29.40\|1.94\|28.85\|29.99\|27.80\|361263;2026-05-11\|30.20\|2.72\|29.46\|31.50\|28.93\|414173;2026-05-12\|31.79\|5.26\|30.27\|32.47\|29.73\|456403;2026-05-13\|30.69\|-3.46\|31.15\|31.47\|29.69\|255473;2026-05-14\|31.85\|3.78\|30.88\|32.68\|29.80\|350016;2026-05-15\|27.38\|-14.03\|31.00\|31.00\|27.00\|498629;2026-05-18\|32.42\|18.41\|27.20\|32.61\|27.13\|522417;2026-05-19\|31.89\|-1.63\|32.47\|32.49\|30.76\|371555;2026-05-20\|34.82\|9.19\|31.64\|36.80\|31.64\|462237;2026-05-21\|31.40\|-9.82\|34.61\|34.82\|31.26\|370079;2026-05-22\|32.85\|4.62\|32.18\|33.32\|31.53\|270168;2026-05-25\|34.02\|3.56\|33.10\|34.33\|32.31\|310630;2026-05-26\|31.90\|-6.23\|33.22\|33.22\|31.13\|232338;2026-05-27\|28.46\|-10.78\|31.65\|31.88\|28.06\|346770;2026-05-28\|27.65\|-2.85\|28.22\|28.60\|27.47\|218319;2026-05-29\|25.58\|-7.49\|28.07\|28.69\|25.11\|310235;2026-06-01\|26.08\|1.95\|25.83\|27.17\|25.59\|205772;2026-06-02\|25.63\|-1.73\|26.43\|26.82\|25.16\|169340;2026-06-03\|25.44\|-0.74\|25.57\|26.18\|25.04\|140681;2026-06-04\|25.44\|0.00\|25.18\|25.75\|24.60\|192876;2026-06-05\|26.11\|2.63\|25.73\|26.73\|24.37\|300687;2026-06-08\|24.80\|-5.02\|25.02\|25.90\|24.40\|273681;2026-06-09\|24.36\|-1.77\|25.02\|25.33\|23.97\|183204;2026-06-10\|23.98\|-1.56\|24.00\|25.20\|23.61\|167018;2026-06-11\|22.98\|-4.17\|24.20\|24.68\|22.50\|172196;2026-06-12\|22.71\|-1.17\|23.35\|23.51\|22.38\|154228;2026-06-15\|25.48\|12.20\|22.89\|25.81\|22.89\|270581;2026-06-16\|25.87\|1.53\|25.34\|26.44\|25.10\|205223;2026-06-17\|26.99\|4.33\|25.74\|27.11\|25.21\|257782;2026-06-18\|27.37\|1.41\|27.00\|28.38\|26.68\|246569;2026-06-22\|26.46\|-3.32\|27.15\|27.63\|25.53\|234990;2026-06-23\|27.25\|2.99\|26.30\|28.80\|26.02\|279592;2026-06-24\|29.92\|9.80\|27.16\|30.87\|26.11\|480096;2026-06-25\|28.16\|-5.88\|29.77\|30.35\|27.06\|400109;2026-06-26\|27.09\|-3.80\|27.91\|28.32\|26.60\|232973;2026-06-29\|27.45\|1.33\|27.05\|28.16\|25.21\|285917;2026-06-30\|31.00\|12.93\|29.53\|31.22\|26.99\|548770;2026-07-01\|30.03\|-3.13\|30.73\|31.30\|29.19\|368740;2026-07-02\|27.45\|-8.59\|29.83\|29.99\|27.32\|282027;2026-07-03\|28.54\|3.97\|27.46\|29.50\|27.46\|267038;2026-07-06\|29.01\|1.65\|27.89\|29.35\|27.10\|277838;2026-07-07\|26.70\|-7.96\|28.89\|29.29\|26.33\|346571;2026-07-08\|28.55\|6.93\|26.85\|28.93\|25.68\|335679;2026-07-09\|30.21\|5.81\|28.29\|31.00\|28.00\|433109;2026-07-10\|30.47\|0.86\|29.87\|31.59\|29.60\|358656
117972	国常会要求加快超大规模智算集群建设	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	2026-03-03\|52.50\|-9.56\|57.70\|57.80\|52.00\|117082;2026-03-04\|51.52\|-1.87\|51.40\|54.10\|50.20\|74417;2026-03-05\|52.92\|2.72\|53.50\|54.10\|51.81\|62308;2026-03-06\|51.40\|-2.87\|52.92\|52.92\|50.83\|57834;2026-03-09\|49.80\|-3.11\|49.96\|51.70\|47.57\|88558;2026-03-10\|51.00\|2.41\|51.25\|52.17\|50.20\|68008;2026-03-11\|51.13\|0.25\|51.09\|52.87\|50.40\|55970;2026-03-12\|50.52\|-1.19\|50.60\|52.20\|50.45\|46768;2026-03-13\|51.66\|2.26\|50.73\|52.76\|50.26\|60541;2026-03-16\|54.50\|5.50\|52.49\|54.90\|51.88\|100090;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
117971	国常会要求加快超大规模智算集群建设	算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-03-03\|8.12\|-3.56\|8.46\|8.55\|8.08\|520001;2026-03-04\|8.07\|-0.62\|8.03\|8.18\|7.96\|319890;2026-03-05\|8.16\|1.12\|8.20\|8.29\|8.07\|287536;2026-03-06\|8.24\|0.98\|8.11\|8.33\|8.06\|207279;2026-03-09\|8.55\|3.76\|8.20\|8.68\|8.11\|568861;2026-03-10\|8.80\|2.92\|8.59\|8.85\|8.51\|498526;2026-03-11\|9.49\|7.84\|8.82\|9.68\|8.82\|1181899;2026-03-12\|9.30\|-2.00\|9.67\|9.70\|9.28\|762143;2026-03-13\|9.00\|-3.23\|9.32\|9.34\|8.97\|517046;2026-03-16\|8.85\|-1.67\|9.02\|9.10\|8.73\|462132;2026-03-17\|8.79\|-0.68\|8.88\|9.08\|8.78\|329898;2026-03-18\|8.76\|-0.34\|8.80\|8.84\|8.60\|319712;2026-03-19\|8.69\|-0.80\|8.68\|8.79\|8.52\|380413;2026-03-20\|8.44\|-2.88\|8.76\|8.87\|8.40\|401226;2026-03-23\|8.28\|-1.90\|8.25\|8.55\|8.16\|452797;2026-03-24\|8.63\|4.23\|8.39\|8.64\|8.25\|350298;2026-03-25\|9.00\|4.29\|8.71\|9.44\|8.71\|770411;2026-03-26\|8.95\|-0.56\|8.98\|9.17\|8.88\|429351;2026-03-27\|9.01\|0.67\|8.90\|9.12\|8.81\|446620;2026-03-30\|8.74\|-3.00\|8.91\|9.05\|8.70\|418461;2026-03-31\|8.51\|-2.63\|8.74\|9.20\|8.50\|615891;2026-04-01\|9.12\|7.17\|8.98\|9.36\|8.76\|2004974;2026-04-02\|9.31\|2.08\|9.03\|9.70\|9.01\|1405157;2026-04-03\|9.01\|-3.22\|9.26\|9.44\|8.85\|805053;2026-04-07\|9.19\|2.00\|9.11\|9.35\|8.88\|860695;2026-04-08\|9.37\|1.96\|9.45\|9.49\|9.06\|1040862;2026-04-09\|9.50\|1.39\|9.37\|9.74\|9.22\|737384;2026-04-10\|10.24\|7.79\|9.70\|10.45\|9.52\|2212262;2026-04-13\|10.63\|3.81\|10.45\|10.88\|10.23\|1790812;2026-04-14\|11.69\|9.97\|11.54\|11.69\|11.20\|2665083;2026-04-15\|11.88\|1.63\|12.18\|12.28\|11.44\|2862101;2026-04-16\|13.07\|10.02\|12.34\|13.07\|12.15\|1543648;2026-04-17\|14.00\|7.12\|14.01\|14.30\|13.31\|3539556;2026-04-20\|14.10\|0.71\|14.19\|14.58\|13.47\|2720602;2026-04-21\|13.45\|-4.61\|13.61\|13.71\|12.95\|2097957;2026-04-22\|13.65\|1.49\|13.21\|13.87\|12.30\|3130161;2026-04-23\|13.73\|0.59\|13.60\|14.10\|12.88\|2235601;2026-04-24\|12.95\|-5.68\|13.26\|13.40\|12.36\|2559783;2026-04-27\|12.89\|-0.46\|12.48\|13.05\|12.48\|1508955;2026-04-28\|14.18\|10.01\|13.00\|14.18\|12.90\|1978531;2026-04-29\|14.11\|-0.49\|13.70\|14.81\|13.40\|2961044;2026-04-30\|13.57\|-3.83\|14.23\|14.34\|13.35\|2062042;2026-05-06\|14.93\|10.02\|14.30\|14.93\|13.85\|2910878;2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926
117970	国常会要求加快超大规模智算集群建设	智慧终端基地+智能燃气表+锂电池行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月11日机构调研，公司“新一代智慧能源终端智能制造基地建设项目”总投资约4亿元，建成后预计新增年产650万套智慧终端产品，目前项目正推进土地竞拍等前期手续；据2026年6月13日公告，公司已为该募投项目开立新的募集资金专户。 2、据2026年5月26日公告，公司是国内智能燃气计量领域头部企业之一，率先获得超声波燃气表NIMCS计量评价认证，正加速海外市场布局，推动智能燃气表、水表及智慧计量解决方案出海。 3、据2025年年报及历史公告，公司持有江西赛酷新材料有限公司20.10%股权，该公司从事锂电池回收及碳酸锂生产。	公司贵安智算中心项目一期建成后，可为市场提供国产 370P 全功能智算服务能力	2026-03-03\|17.77\|-7.74\|19.48\|19.48\|17.69\|114391;2026-03-04\|17.52\|-1.41\|17.70\|18.21\|17.37\|86412;2026-03-05\|17.81\|1.66\|17.98\|18.29\|17.42\|72097;2026-03-06\|19.59\|9.99\|17.65\|19.59\|17.61\|101131;2026-03-09\|19.31\|-1.43\|19.20\|19.55\|17.95\|209039;2026-03-10\|19.65\|1.76\|19.58\|19.90\|19.35\|119121;2026-03-11\|19.52\|-0.66\|19.60\|20.00\|19.48\|97038;2026-03-12\|18.55\|-4.97\|19.61\|19.61\|18.48\|108747;2026-03-13\|18.16\|-2.10\|18.55\|18.63\|18.08\|72002;2026-03-16\|17.85\|-1.71\|18.23\|18.28\|17.42\|74996;2026-03-17\|16.90\|-5.32\|17.87\|17.99\|16.83\|67755;2026-03-18\|17.35\|2.66\|17.05\|17.38\|16.85\|55653;2026-03-19\|16.89\|-2.65\|17.25\|17.40\|16.76\|61957;2026-03-20\|16.19\|-4.14\|16.96\|17.20\|16.15\|66414;2026-03-23\|14.73\|-9.02\|15.89\|15.91\|14.59\|98239;2026-03-24\|15.36\|4.28\|15.19\|15.66\|14.84\|79769;2026-03-25\|15.83\|3.06\|15.57\|16.06\|15.37\|75465;2026-03-26\|15.49\|-2.15\|15.83\|15.92\|15.35\|43232;2026-03-27\|16.46\|6.26\|15.32\|16.69\|15.27\|106592;2026-03-30\|16.84\|2.31\|16.34\|17.04\|16.25\|75739;2026-03-31\|16.55\|-1.72\|16.88\|17.07\|16.55\|59584;2026-04-01\|16.86\|1.87\|16.90\|17.03\|16.61\|43351;2026-04-02\|16.60\|-1.54\|16.80\|16.94\|16.50\|48646;2026-04-03\|16.32\|-1.69\|16.60\|16.76\|15.95\|54792;2026-04-07\|16.58\|1.59\|16.36\|16.80\|16.14\|42031;2026-04-08\|17.44\|5.19\|16.92\|17.50\|16.78\|77715;2026-04-09\|17.64\|1.15\|17.41\|17.76\|17.20\|70657;2026-04-10\|18.05\|2.32\|17.65\|18.76\|17.55\|121095;2026-04-13\|17.66\|-2.16\|17.87\|17.87\|16.93\|99456;2026-04-14\|17.89\|1.30\|18.00\|18.30\|17.52\|72859;2026-04-15\|18.21\|1.79\|18.01\|18.59\|17.91\|81069;2026-04-16\|18.04\|-0.93\|18.21\|18.45\|18.00\|57008;2026-04-17\|18.14\|0.55\|18.01\|18.20\|17.79\|49385;2026-04-20\|17.97\|-0.94\|18.18\|18.60\|17.92\|57722;2026-04-21\|17.80\|-0.95\|18.25\|18.25\|17.57\|58240;2026-04-22\|17.75\|-0.28\|17.80\|18.03\|17.53\|56086;2026-04-23\|17.22\|-2.99\|17.75\|18.08\|17.12\|61706;2026-04-24\|17.13\|-0.52\|17.09\|17.48\|16.90\|47684;2026-04-27\|17.43\|1.75\|17.13\|17.58\|17.00\|56585;2026-04-28\|17.21\|-1.26\|17.30\|17.65\|17.08\|59865;2026-04-29\|17.16\|-0.29\|17.21\|17.54\|17.09\|49756;2026-04-30\|17.30\|0.82\|17.11\|17.67\|17.03\|66365;2026-05-06\|17.20\|-0.58\|17.30\|17.55\|17.12\|76402;2026-05-07\|17.30\|0.58\|17.26\|17.51\|16.78\|100097;2026-05-08\|17.34\|0.23\|17.30\|17.50\|17.06\|57012;2026-05-11\|18.47\|6.52\|17.55\|18.67\|17.34\|126051;2026-05-12\|18.43\|-0.22\|18.48\|19.22\|18.35\|117446;2026-05-13\|17.98\|-2.44\|18.41\|18.48\|17.92\|76926;2026-05-14\|18.60\|3.45\|18.08\|19.78\|17.09\|231716;2026-05-15\|17.87\|-3.92\|18.60\|19.06\|17.69\|159562;2026-05-18\|18.03\|0.90\|17.73\|18.15\|17.41\|100950;2026-05-19\|17.67\|-2.00\|17.91\|18.15\|17.49\|65858;2026-05-20\|18.58\|5.15\|17.60\|18.80\|17.49\|139350;2026-05-21\|17.46\|-6.03\|18.71\|18.79\|17.43\|118172;2026-05-22\|17.69\|1.32\|17.78\|17.99\|17.35\|82396;2026-05-25\|17.85\|0.90\|17.75\|18.33\|17.48\|81551;2026-05-26\|17.22\|-3.53\|17.66\|17.70\|16.95\|88011;2026-05-27\|16.90\|-1.86\|17.22\|17.36\|16.76\|79972;2026-05-28\|17.13\|1.36\|16.76\|17.19\|16.67\|47830;2026-05-29\|16.41\|-4.20\|17.11\|17.82\|16.40\|79310;2026-06-01\|16.88\|2.86\|16.29\|17.13\|16.16\|87480;2026-06-02\|16.15\|-4.32\|16.79\|16.97\|15.82\|73554;2026-06-03\|15.88\|-1.67\|16.15\|16.30\|15.70\|50914;2026-06-04\|16.09\|1.32\|15.88\|16.26\|15.50\|54331;2026-06-05\|16.67\|3.60\|16.24\|17.06\|15.73\|107132;2026-06-08\|16.25\|-2.52\|16.42\|17.15\|16.11\|75177;2026-06-09\|16.18\|-0.43\|16.43\|16.54\|15.88\|54565;2026-06-10\|15.68\|-3.09\|16.05\|16.29\|15.53\|51239;2026-06-11\|15.78\|0.64\|15.68\|16.10\|15.41\|43059;2026-06-12\|16.32\|3.42\|15.87\|16.59\|15.87\|71367;2026-06-15\|17.95\|9.99\|16.38\|17.95\|16.38\|202567;2026-06-16\|18.23\|1.56\|18.45\|18.60\|17.37\|231337;2026-06-17\|17.74\|-2.69\|17.91\|18.69\|17.46\|134607;2026-06-18\|17.90\|0.90\|17.74\|18.11\|17.34\|87369;2026-06-22\|17.44\|-2.57\|17.80\|17.90\|17.11\|93368;2026-06-23\|17.07\|-2.12\|17.27\|17.63\|16.97\|75836;2026-06-24\|16.64\|-2.52\|16.93\|17.11\|16.41\|73078;2026-06-25\|16.03\|-3.67\|16.68\|16.81\|15.95\|63782;2026-06-26\|15.81\|-1.37\|15.95\|16.50\|15.60\|70710;2026-06-29\|15.38\|-2.72\|15.73\|16.21\|14.93\|77996;2026-06-30\|16.92\|10.01\|15.39\|16.92\|15.15\|86176;2026-07-01\|16.90\|-0.12\|16.98\|17.33\|16.79\|106122;2026-07-02\|16.59\|-1.83\|16.92\|17.54\|16.51\|65578;2026-07-03\|16.38\|-1.27\|16.92\|16.96\|16.24\|57342;2026-07-06\|15.86\|-3.17\|16.27\|16.50\|15.62\|54882;2026-07-07\|15.54\|-2.02\|15.94\|16.26\|15.46\|67022;2026-07-08\|15.38\|-1.03\|15.59\|15.88\|15.32\|54895;2026-07-09\|15.24\|-0.91\|15.40\|15.47\|14.66\|80315;2026-07-10\|14.96\|-1.84\|15.14\|15.68\|14.88\|90115
117969	国常会要求加快超大规模智算集群建设	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	2026-03-03\|23.86\|-4.86\|25.17\|25.45\|23.77\|765681;2026-03-04\|23.56\|-1.26\|23.60\|24.06\|23.40\|480599;2026-03-05\|24.10\|2.29\|24.00\|24.60\|23.90\|515507;2026-03-06\|24.13\|0.12\|23.98\|24.23\|23.91\|290081;2026-03-09\|24.26\|0.54\|23.66\|24.34\|23.23\|588727;2026-03-10\|24.92\|2.72\|24.70\|25.12\|24.40\|594370;2026-03-11\|25.23\|1.24\|24.86\|25.46\|24.78\|611428;2026-03-12\|26.52\|5.11\|25.01\|27.75\|25.00\|2078644;2026-03-13\|25.80\|-2.71\|26.15\|26.45\|25.72\|1060213;2026-03-16\|25.39\|-1.59\|25.80\|25.93\|24.91\|710346;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
117968	国常会要求加快超大规模智算集群建设	算力+风电+国企行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月29日财闻报道，公司旗下上海润六尺科技有限公司全资持股的启东润六尺科技有限公司近日成立，经营范围包含数据处理和存储支持服务、人工智能应用软件开发、大数据服务等；据2026年6月11日互动易，公司依托子公司专业运营算力业务，算力规模稳步增长，并有序推进后续算力项目落地布局。 2、据2026年3月26日年报，公司是国内最早一批给海上风电大功率风机配套塔筒法兰的厂商，已具备给海上风电大兆瓦风机配套相关产品的能力，产品涵盖风电法兰、风电轴承等，为维斯塔斯、通用电气、金风科技等知名厂商供应商。 3、据公司公告，公司控股股东为济宁城投控股集团有限公司，实际控制人为济宁市人民政府国有资产监督管理委员会。	控股子公司润六尺表示公司与多家运营商签订了深度合作协议，包销所有落地产能，已完成芜湖智算一期3000P算力落地	2026-03-03\|16.58\|-5.80\|17.60\|17.74\|16.54\|177284;2026-03-04\|16.67\|0.54\|16.42\|17.06\|16.33\|114486;2026-03-05\|17.19\|3.12\|17.01\|17.45\|16.92\|140467;2026-03-06\|17.49\|1.75\|17.08\|17.60\|17.08\|129501;2026-03-09\|18.61\|6.40\|17.33\|18.95\|17.10\|331884;2026-03-10\|18.62\|0.05\|18.90\|18.97\|18.40\|253162;2026-03-11\|18.35\|-1.45\|18.75\|18.85\|18.31\|192112;2026-03-12\|18.31\|-0.22\|18.50\|18.55\|17.95\|211374;2026-03-13\|18.03\|-1.53\|18.40\|18.65\|17.85\|235269;2026-03-16\|18.02\|-0.06\|18.25\|18.37\|17.85\|190632;2026-03-17\|17.67\|-1.94\|18.01\|18.34\|17.65\|220620;2026-03-18\|18.50\|4.70\|17.65\|18.50\|17.60\|239969;2026-03-19\|19.76\|6.81\|18.20\|20.35\|18.12\|706057;2026-03-20\|19.00\|-3.85\|20.14\|20.33\|19.00\|489573;2026-03-23\|18.32\|-3.58\|18.61\|19.09\|18.20\|304814;2026-03-24\|18.94\|3.38\|18.72\|19.07\|18.03\|340373;2026-03-25\|19.64\|3.70\|18.87\|19.97\|18.81\|344892;2026-03-26\|19.50\|-0.71\|19.75\|20.88\|19.44\|440490;2026-03-27\|19.07\|-2.21\|19.54\|19.56\|18.65\|264586;2026-03-30\|19.15\|0.42\|18.68\|19.50\|18.26\|280899;2026-03-31\|18.60\|-2.87\|19.01\|19.66\|18.53\|282293;2026-04-01\|20.46\|10.00\|18.90\|20.46\|18.77\|499466;2026-04-02\|19.89\|-2.79\|20.15\|20.40\|19.75\|369989;2026-04-03\|20.20\|1.56\|20.08\|20.64\|19.82\|469886;2026-04-07\|20.61\|2.03\|20.00\|20.91\|19.95\|459112;2026-04-08\|21.94\|6.45\|20.85\|21.94\|20.54\|566840;2026-04-09\|20.31\|-7.43\|21.33\|21.36\|20.29\|539429;2026-04-10\|21.16\|4.19\|20.38\|21.20\|20.10\|410450;2026-04-13\|21.69\|2.50\|20.58\|21.70\|20.31\|460174;2026-04-14\|21.15\|-2.49\|21.71\|22.68\|21.02\|626939;2026-04-15\|22.31\|5.48\|21.16\|23.27\|20.99\|716766;2026-04-16\|24.54\|10.00\|22.63\|24.54\|22.38\|576611;2026-04-17\|24.60\|0.24\|25.10\|25.70\|23.61\|850219;2026-04-20\|24.08\|-2.11\|23.99\|24.60\|23.70\|557886;2026-04-21\|24.11\|0.12\|23.67\|24.59\|22.50\|590668;2026-04-22\|25.47\|5.64\|23.87\|25.47\|23.50\|639167;2026-04-23\|24.42\|-4.12\|24.97\|26.45\|24.39\|587006;2026-04-24\|25.35\|3.81\|24.07\|25.73\|22.84\|636595;2026-04-27\|26.39\|4.10\|25.05\|26.89\|25.05\|550331;2026-04-28\|27.52\|4.28\|26.10\|27.66\|26.00\|519712;2026-04-29\|26.97\|-2.00\|27.25\|29.57\|26.79\|822951;2026-04-30\|26.12\|-3.15\|26.50\|27.32\|26.00\|499977;2026-05-06\|28.73\|9.99\|26.62\|28.73\|26.55\|592622;2026-05-07\|29.10\|1.29\|28.63\|29.60\|28.07\|537747;2026-05-08\|28.66\|-1.51\|28.60\|29.28\|28.46\|375326;2026-05-11\|27.83\|-2.90\|29.10\|29.28\|27.35\|410351;2026-05-12\|26.15\|-6.04\|27.84\|27.87\|25.90\|469177;2026-05-13\|27.69\|5.89\|25.80\|27.90\|25.71\|429659;2026-05-14\|26.50\|-4.30\|27.75\|27.80\|26.22\|326858;2026-05-15\|27.05\|2.08\|26.00\|28.09\|25.77\|421204;2026-05-18\|27.54\|1.81\|27.05\|28.29\|26.94\|376616;2026-05-19\|26.98\|-2.03\|27.53\|27.60\|26.55\|249113;2026-05-20\|26.84\|-0.52\|26.72\|28.45\|26.00\|447272;2026-05-21\|25.01\|-6.82\|26.50\|26.94\|24.90\|378877;2026-05-22\|26.01\|4.00\|25.48\|26.29\|25.38\|270922;2026-05-25\|24.59\|-5.46\|26.28\|26.39\|24.25\|321460;2026-05-26\|24.16\|-1.51\|24.32\|24.85\|23.41\|252150;2026-05-27\|23.71\|-1.86\|24.10\|24.44\|23.52\|163748;2026-05-28\|24.25\|2.28\|23.67\|24.40\|23.30\|165712;2026-05-29\|23.60\|-2.68\|24.20\|24.95\|23.50\|152593;2026-06-01\|22.97\|-2.67\|23.50\|23.76\|22.87\|138696;2026-06-02\|22.70\|-1.18\|22.97\|23.10\|22.26\|119414;2026-06-03\|22.82\|0.53\|22.50\|23.96\|22.48\|154505;2026-06-04\|24.03\|5.30\|22.75\|24.66\|22.60\|283738;2026-06-05\|23.40\|-2.62\|24.00\|24.35\|23.29\|196094;2026-06-08\|22.43\|-4.15\|22.26\|23.55\|22.02\|161983;2026-06-09\|22.23\|-0.89\|22.80\|22.90\|21.96\|132362;2026-06-10\|22.06\|-0.76\|21.98\|22.49\|21.56\|142660;2026-06-11\|23.26\|5.44\|21.82\|23.81\|21.37\|263613;2026-06-12\|23.59\|1.42\|23.65\|24.30\|23.39\|171736;2026-06-15\|24.45\|3.65\|23.58\|24.51\|23.44\|177423;2026-06-16\|24.61\|0.65\|24.46\|24.97\|24.02\|173211;2026-06-17\|25.25\|2.60\|24.43\|25.34\|24.30\|174194;2026-06-18\|25.27\|0.08\|25.18\|25.75\|25.01\|169621;2026-06-22\|24.48\|-3.13\|25.20\|25.22\|24.15\|195363;2026-06-23\|23.80\|-2.78\|24.45\|25.04\|23.68\|153788;2026-06-24\|23.48\|-1.34\|23.80\|23.90\|22.95\|134006;2026-06-25\|23.25\|-0.98\|23.33\|24.20\|22.84\|171052;2026-06-26\|22.92\|-1.42\|23.03\|23.86\|22.69\|136693;2026-06-29\|21.84\|-4.71\|22.84\|23.21\|21.70\|179992;2026-06-30\|24.02\|9.98\|21.61\|24.02\|21.56\|146749;2026-07-01\|25.16\|4.75\|25.00\|25.38\|24.50\|297796;2026-07-02\|23.72\|-5.72\|24.81\|25.08\|23.60\|202569;2026-07-03\|22.77\|-4.01\|23.55\|23.60\|22.50\|195369;2026-07-06\|22.33\|-1.93\|23.09\|23.78\|22.20\|155815;2026-07-07\|21.71\|-2.78\|22.37\|23.29\|21.37\|156380;2026-07-08\|20.92\|-3.64\|21.56\|22.68\|20.70\|158542;2026-07-09\|21.27\|1.67\|21.35\|21.57\|20.30\|133524;2026-07-10\|21.38\|0.52\|21.27\|22.68\|20.90\|163675
117967	国常会要求加快超大规模智算集群建设	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	投资建设五象云谷AI智算产业园——9.2万m²产业孵化空间，目前已吸引道客、智平方、云知声等30余家AI头部企业入驻	2026-03-03\|49.75\|3.97\|48.40\|52.64\|48.36\|444217;2026-03-04\|50.30\|1.11\|49.00\|51.00\|48.62\|325788;2026-03-05\|49.68\|-1.23\|51.00\|51.50\|48.53\|250489;2026-03-06\|50.39\|1.43\|49.46\|50.88\|48.71\|194164;2026-03-09\|53.08\|5.34\|49.00\|53.22\|47.70\|284719;2026-03-10\|52.89\|-0.36\|53.50\|54.10\|51.81\|232830;2026-03-11\|52.05\|-1.59\|51.98\|53.15\|51.80\|143827;2026-03-12\|54.19\|4.11\|53.00\|54.55\|52.50\|267949;2026-03-13\|50.20\|-7.36\|52.51\|53.20\|49.86\|197576;2026-03-16\|50.42\|0.44\|50.00\|51.20\|47.54\|165959;2026-03-17\|48.50\|-3.81\|50.05\|50.98\|48.50\|102159;2026-03-18\|51.36\|5.90\|48.51\|52.00\|48.51\|168770;2026-03-19\|51.86\|0.97\|50.08\|53.85\|50.00\|218790;2026-03-20\|49.63\|-4.30\|51.71\|52.77\|49.50\|184202;2026-03-23\|46.38\|-6.55\|48.50\|49.30\|46.00\|134138;2026-03-24\|48.26\|4.05\|47.50\|49.18\|45.02\|147697;2026-03-25\|50.55\|4.75\|48.83\|51.78\|48.83\|166565;2026-03-26\|47.91\|-5.22\|50.62\|50.90\|47.79\|122633;2026-03-27\|48.25\|0.71\|47.08\|49.27\|46.54\|91768;2026-03-30\|50.66\|4.99\|47.21\|50.96\|45.80\|168407;2026-03-31\|48.47\|-4.32\|50.35\|50.48\|48.47\|88958;2026-04-01\|49.84\|2.83\|49.86\|51.22\|49.53\|124051;2026-04-02\|46.75\|-6.20\|50.11\|50.30\|46.38\|161250;2026-04-03\|47.21\|0.98\|47.64\|48.53\|46.10\|118690;2026-04-07\|47.42\|0.44\|47.20\|49.49\|46.86\|124829;2026-04-08\|52.16\|10.00\|48.72\|52.16\|48.71\|252513;2026-04-09\|53.64\|2.84\|53.93\|55.03\|53.20\|340840;2026-04-10\|51.80\|-3.43\|53.70\|53.90\|51.71\|163885;2026-04-13\|56.98\|10.00\|51.75\|56.98\|51.15\|184678;2026-04-14\|59.82\|4.98\|59.00\|61.87\|58.00\|365219;2026-04-15\|59.35\|-0.79\|59.00\|60.50\|58.70\|199726;2026-04-16\|65.29\|10.01\|59.01\|65.29\|58.99\|283232;2026-04-17\|61.34\|-6.05\|64.50\|64.64\|61.28\|270757;2026-04-20\|59.16\|-3.55\|60.24\|61.50\|58.68\|204731;2026-04-21\|55.67\|-5.90\|59.31\|59.60\|54.55\|229384;2026-04-22\|56.65\|1.76\|55.48\|57.00\|54.45\|208741;2026-04-23\|57.12\|0.83\|56.32\|59.98\|56.00\|201252;2026-04-24\|56.77\|-0.61\|57.14\|57.47\|55.02\|150017;2026-04-27\|55.35\|-2.50\|56.78\|57.83\|55.29\|137815;2026-04-28\|54.98\|-0.67\|55.35\|55.90\|54.13\|107950;2026-04-29\|54.25\|-1.33\|54.40\|56.00\|53.77\|125553;2026-04-30\|59.68\|10.01\|56.18\|59.68\|55.66\|301980;2026-05-06\|64.65\|8.33\|64.30\|65.44\|62.21\|286818;2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|58.80\|1.14\|59.61\|61.20\|56.67\|173735;2026-07-10\|61.50\|4.59\|58.12\|64.68\|57.66\|243787
117966	国常会要求加快超大规模智算集群建设	能源智算+债权转让+一季报扭亏行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月14日机构调研，公司正全力深耕“能源+智算中心”全链条生态，加快构建覆盖能源侧、算力侧与协同管控平台的“三位一体”技术支撑体系，为绿色智算全场景运营提供产品与技术底座。 2、据2026年6月19日公告，公司董事会审议通过《关于签订〈债权转让协议〉暨关联交易的议案》，将公司对中铁十九局集团有限公司的应收账款债权转让给关联方新投云。该笔债权转让完成后，前期计提的减值准备17万元将在2026年二季度冲回，有利于公司有效盘活资产。 3、据2026年4月22日公告，公司2026年第一季度实现营业收入1831.91万元，同比增长32.70%；归母净利润202.80万元，同比实现扭亏为盈。	公司拥有基于“中威视云”的智能互联网安防及综合信息的运营与服务，基于华为鲲鹏云认证的视频云平台，AI视频中台以及聚焦园区和交通的华为云严选解决方案	2026-03-03\|10.58\|-5.87\|11.29\|11.42\|10.57\|124622;2026-03-04\|10.66\|0.76\|10.39\|10.69\|10.34\|76958;2026-03-05\|10.88\|2.06\|10.85\|11.14\|10.80\|73948;2026-03-06\|11.10\|2.02\|10.82\|11.11\|10.78\|56704;2026-03-09\|11.08\|-0.18\|11.22\|11.22\|10.66\|95647;2026-03-10\|11.60\|4.69\|11.20\|11.81\|11.19\|120246;2026-03-11\|11.40\|-1.72\|11.70\|11.73\|11.33\|72930;2026-03-12\|11.21\|-1.67\|11.35\|11.47\|11.17\|54023;2026-03-13\|11.07\|-1.25\|11.10\|11.33\|11.02\|48589;2026-03-16\|11.10\|0.27\|11.05\|11.18\|10.86\|53505;2026-03-17\|10.75\|-3.15\|11.22\|11.22\|10.74\|52859;2026-03-18\|11.03\|2.60\|10.81\|11.04\|10.80\|54012;2026-03-19\|10.76\|-2.45\|11.00\|11.00\|10.74\|45536;2026-03-20\|10.52\|-2.23\|10.86\|11.02\|10.50\|54708;2026-03-23\|9.87\|-6.18\|10.51\|10.51\|9.81\|85069;2026-03-24\|10.12\|2.53\|10.16\|10.20\|9.78\|64308;2026-03-25\|10.53\|4.05\|10.13\|10.75\|10.12\|87312;2026-03-26\|10.16\|-3.51\|10.59\|10.60\|10.06\|64000;2026-03-27\|10.43\|2.66\|9.98\|10.72\|9.95\|70809;2026-03-30\|11.11\|6.52\|10.33\|11.19\|10.26\|140943;2026-03-31\|10.72\|-3.51\|11.08\|11.25\|10.66\|86677;2026-04-01\|10.77\|0.47\|10.89\|10.97\|10.65\|55785;2026-04-02\|10.36\|-3.81\|10.72\|10.77\|10.27\|72798;2026-04-03\|10.08\|-2.70\|10.43\|10.44\|10.00\|49675;2026-04-07\|10.23\|1.49\|10.09\|10.33\|9.99\|42432;2026-04-08\|10.65\|4.11\|10.51\|10.69\|10.45\|53858;2026-04-09\|10.38\|-2.54\|10.65\|10.65\|10.28\|46836;2026-04-10\|10.44\|0.58\|10.47\|10.77\|10.41\|48164;2026-04-13\|10.43\|-0.10\|10.39\|10.58\|10.33\|38899;2026-04-14\|10.47\|0.38\|10.52\|10.64\|10.37\|45432;2026-04-15\|10.25\|-2.10\|10.63\|10.63\|10.20\|57407;2026-04-16\|11.45\|11.71\|10.27\|11.66\|10.20\|246114;2026-04-17\|11.95\|4.37\|11.34\|12.20\|11.30\|317799;2026-04-20\|11.80\|-1.26\|12.10\|12.42\|11.72\|255842;2026-04-21\|12.24\|3.73\|11.74\|12.31\|11.68\|158829;2026-04-22\|12.44\|1.63\|12.59\|12.85\|12.03\|233701;2026-04-23\|12.72\|2.25\|12.32\|12.78\|12.25\|181469;2026-04-24\|12.50\|-1.73\|12.53\|12.92\|12.44\|135595;2026-04-27\|12.60\|0.80\|12.40\|12.64\|11.97\|147964;2026-04-28\|12.96\|2.86\|12.44\|13.29\|12.40\|175709;2026-04-29\|12.85\|-0.85\|12.85\|13.08\|12.61\|100416;2026-04-30\|13.36\|3.97\|12.86\|13.44\|12.85\|168481;2026-05-06\|13.41\|0.37\|13.36\|13.83\|13.09\|154890;2026-05-07\|14.37\|7.16\|13.68\|14.65\|13.55\|217069;2026-05-08\|15.22\|5.92\|14.21\|15.40\|14.13\|219094;2026-05-11\|14.61\|-4.01\|15.22\|15.62\|14.53\|215638;2026-05-12\|14.73\|0.82\|14.50\|15.11\|14.37\|194271;2026-05-13\|14.57\|-1.09\|14.51\|14.90\|14.48\|149470;2026-05-14\|14.41\|-1.10\|14.75\|14.96\|14.20\|144465;2026-05-15\|14.16\|-1.73\|14.41\|14.60\|13.88\|156299;2026-05-18\|13.93\|-1.62\|14.24\|14.35\|13.68\|136677;2026-05-19\|13.98\|0.36\|13.96\|14.23\|13.81\|88517;2026-05-20\|13.81\|-1.22\|13.99\|14.07\|13.65\|89395;2026-05-21\|13.23\|-4.20\|13.85\|14.48\|13.09\|164794;2026-05-22\|13.36\|0.98\|13.20\|13.52\|13.00\|113316;2026-05-25\|13.30\|-0.45\|13.70\|13.98\|13.13\|124969;2026-05-26\|13.04\|-1.95\|13.20\|13.26\|12.55\|125556;2026-05-27\|12.67\|-2.84\|13.06\|13.12\|12.57\|77636;2026-05-28\|13.64\|7.66\|12.70\|13.75\|12.54\|134728;2026-05-29\|12.87\|-5.65\|13.71\|13.88\|12.72\|143758;2026-06-01\|12.57\|-2.33\|12.82\|13.18\|12.53\|105845;2026-06-02\|12.52\|-0.40\|12.57\|12.73\|12.20\|78117;2026-06-03\|13.02\|3.99\|12.49\|13.30\|12.30\|133583;2026-06-04\|12.51\|-3.92\|12.83\|13.08\|12.28\|101842;2026-06-05\|12.38\|-1.04\|12.44\|12.83\|12.25\|95061;2026-06-08\|12.19\|-1.53\|11.95\|12.74\|11.62\|101116;2026-06-09\|12.36\|1.39\|12.30\|12.48\|12.00\|75943;2026-06-10\|12.11\|-2.02\|12.22\|12.35\|11.96\|68040;2026-06-11\|11.76\|-2.89\|11.98\|12.16\|11.65\|67546;2026-06-12\|11.44\|-2.72\|12.00\|12.25\|11.39\|88104;2026-06-15\|11.88\|3.85\|11.44\|11.95\|11.44\|84737;2026-06-16\|12.14\|2.19\|11.89\|12.19\|11.67\|75005;2026-06-17\|12.05\|-0.74\|12.16\|12.30\|11.74\|106172;2026-06-18\|11.65\|-3.32\|11.99\|12.05\|11.57\|77862;2026-06-22\|10.98\|-5.75\|11.62\|11.85\|10.63\|174211;2026-06-23\|11.46\|4.37\|10.86\|11.57\|10.80\|144825;2026-06-24\|10.83\|-5.50\|11.43\|11.48\|10.58\|106923;2026-06-25\|10.85\|0.18\|10.78\|11.65\|10.67\|162756;2026-06-26\|10.34\|-4.70\|11.03\|11.35\|10.27\|166378;2026-06-29\|10.84\|4.84\|10.31\|11.05\|10.05\|190318;2026-06-30\|13.01\|20.02\|10.85\|13.01\|10.72\|239019;2026-07-01\|14.28\|9.76\|13.09\|15.10\|12.88\|604380;2026-07-02\|13.30\|-6.86\|13.97\|14.06\|13.21\|330405;2026-07-03\|13.24\|-0.45\|13.42\|13.46\|12.83\|254795;2026-07-06\|12.38\|-6.50\|13.13\|13.13\|12.32\|184122;2026-07-07\|11.58\|-6.46\|12.25\|12.49\|11.46\|146444;2026-07-08\|11.40\|-1.55\|11.54\|12.26\|11.36\|164484;2026-07-09\|12.99\|13.95\|11.76\|13.20\|11.64\|326278;2026-07-10\|13.23\|1.85\|12.70\|13.50\|12.60\|287889
117965	国常会要求加快超大规模智算集群建设	交换机+CPO+算力+福建国资行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年3月28日年报，公司发布51.2T CPO交换机商用互联方案及800G/1.6T光模块，已获头部互联网客户采购，数据中心交换机2025年三季度在中国互联网行业市占率第二。 2、据2026年3月28日年报，公司战略聚焦“ICT基础设施+AI应用”，2026年将全面提速海外市场拓展，依托AI技术优势参与国际化竞争。 3、据2025年年度报告，公司最终控制人为福建省国资委，属地方国企。	国内领先的ICT应用方案提供商；控股子公司锐捷网络是国内少数几家具备高端数据中心交换机研发能力的企业，推出了应用CPO技术的数据中心交换机	2026-03-03\|28.55\|-6.09\|30.47\|30.53\|28.45\|180848;2026-03-04\|28.67\|0.42\|28.10\|29.26\|28.10\|130375;2026-03-05\|29.75\|3.77\|29.26\|30.46\|28.85\|174025;2026-03-06\|29.77\|0.07\|29.50\|30.05\|29.21\|118538;2026-03-09\|29.17\|-2.02\|29.24\|29.44\|27.16\|260651;2026-03-10\|30.72\|5.31\|29.48\|30.85\|29.48\|245392;2026-03-11\|32.07\|4.39\|30.92\|32.90\|30.71\|416862;2026-03-12\|32.22\|0.47\|32.04\|33.10\|31.75\|306620;2026-03-13\|30.54\|-5.21\|31.79\|31.91\|30.49\|222133;2026-03-16\|29.92\|-2.03\|30.48\|30.54\|29.16\|208104;2026-03-17\|27.87\|-6.85\|30.14\|30.20\|27.80\|280020;2026-03-18\|29.34\|5.27\|28.02\|29.46\|27.53\|270883;2026-03-19\|28.53\|-2.76\|28.80\|29.30\|28.33\|186328;2026-03-20\|27.85\|-2.38\|29.00\|29.46\|27.85\|223712;2026-03-23\|25.83\|-7.25\|26.85\|27.03\|25.60\|244022;2026-03-24\|26.48\|2.52\|26.32\|26.55\|25.40\|197398;2026-03-25\|27.61\|4.27\|26.81\|27.96\|26.81\|182942;2026-03-26\|26.86\|-2.72\|27.47\|27.67\|26.67\|109438;2026-03-27\|27.01\|0.56\|26.31\|27.53\|26.13\|133110;2026-03-30\|26.06\|-3.52\|26.01\|26.28\|24.74\|315152;2026-03-31\|25.48\|-2.23\|25.96\|26.25\|25.30\|172021;2026-04-01\|25.99\|2.00\|26.01\|26.35\|25.83\|180141;2026-04-02\|25.67\|-1.23\|25.93\|26.43\|25.43\|149727;2026-04-03\|25.91\|0.93\|25.88\|26.26\|25.64\|124569;2026-04-07\|26.26\|1.35\|26.00\|26.57\|25.73\|155896;2026-04-08\|27.60\|5.10\|26.91\|27.66\|26.72\|183336;2026-04-09\|27.94\|1.23\|27.18\|28.08\|27.09\|168788;2026-04-10\|27.85\|-0.32\|28.21\|28.53\|27.83\|176039;2026-04-13\|28.44\|2.12\|27.60\|28.80\|27.51\|153411;2026-04-14\|28.39\|-0.18\|28.54\|28.67\|28.05\|160836;2026-04-15\|28.13\|-0.92\|28.48\|28.78\|28.05\|135710;2026-04-16\|29.09\|3.41\|28.14\|29.20\|28.01\|172603;2026-04-17\|29.40\|1.07\|29.02\|29.95\|28.95\|149992;2026-04-20\|29.12\|-0.95\|29.40\|29.68\|28.95\|227926;2026-04-21\|26.91\|-7.59\|27.50\|27.70\|26.41\|378960;2026-04-22\|28.11\|4.46\|26.91\|28.66\|26.70\|281263;2026-04-23\|27.02\|-3.88\|28.01\|28.47\|26.92\|203631;2026-04-24\|27.41\|1.44\|27.00\|27.96\|25.71\|358600;2026-04-27\|27.28\|-0.47\|27.40\|28.40\|26.61\|262091;2026-04-28\|26.25\|-3.78\|27.07\|27.29\|26.09\|189476;2026-04-29\|26.57\|1.22\|26.02\|26.91\|26.02\|139614;2026-04-30\|26.50\|-0.26\|26.61\|26.83\|25.81\|174362;2026-05-06\|26.91\|1.55\|26.86\|27.72\|26.80\|272857;2026-05-07\|27.32\|1.52\|27.05\|27.54\|26.51\|178393;2026-05-08\|28.92\|5.86\|27.08\|29.84\|26.75\|436634;2026-05-11\|31.81\|9.99\|29.79\|31.81\|29.51\|649809;2026-05-12\|32.10\|0.91\|32.86\|33.70\|31.31\|711625;2026-05-13\|31.88\|-0.69\|31.84\|32.40\|31.28\|429489;2026-05-14\|31.25\|-1.98\|33.00\|33.14\|31.17\|383233;2026-05-15\|31.26\|0.03\|31.43\|32.82\|31.00\|362320;2026-05-18\|31.41\|0.48\|31.10\|32.22\|30.69\|239228;2026-05-19\|32.25\|2.67\|31.27\|32.36\|30.60\|334544;2026-05-20\|33.22\|3.01\|32.10\|33.45\|31.68\|392842;2026-05-21\|30.70\|-7.59\|33.34\|33.79\|30.59\|359464;2026-05-22\|31.68\|3.19\|31.11\|31.99\|30.60\|247599;2026-05-25\|23.90\|-1.24\|24.23\|24.31\|23.53\|293512;2026-05-26\|23.22\|-2.85\|23.70\|23.78\|22.78\|327266;2026-05-27\|23.55\|1.42\|23.17\|24.87\|22.46\|504755;2026-05-28\|24.72\|4.97\|23.56\|25.10\|23.05\|473322;2026-05-29\|22.69\|-8.21\|24.67\|24.88\|22.30\|449647;2026-06-01\|21.78\|-4.01\|22.61\|23.19\|21.75\|333023;2026-06-02\|22.68\|4.13\|21.90\|23.19\|21.59\|399499;2026-06-03\|22.35\|-1.46\|23.07\|23.66\|22.14\|420618;2026-06-04\|21.38\|-4.34\|21.91\|22.21\|21.20\|344309;2026-06-05\|21.32\|-0.28\|21.27\|22.53\|20.95\|379094;2026-06-08\|19.19\|-9.99\|20.60\|20.80\|19.19\|421496;2026-06-09\|19.25\|0.31\|19.68\|19.68\|18.88\|290510;2026-06-10\|18.79\|-2.39\|18.85\|19.49\|18.42\|282302;2026-06-11\|17.87\|-4.90\|18.61\|18.77\|17.75\|289710;2026-06-12\|17.55\|-1.79\|18.23\|18.38\|17.43\|300332;2026-06-15\|18.87\|7.52\|17.79\|19.04\|17.61\|353803;2026-06-16\|18.86\|-0.05\|18.94\|19.03\|18.55\|229197;2026-06-17\|19.83\|5.14\|18.66\|20.62\|18.65\|418117;2026-06-18\|19.94\|0.55\|19.79\|20.79\|19.71\|250384;2026-06-22\|20.02\|0.40\|19.91\|20.23\|19.03\|293606;2026-06-23\|19.09\|-4.65\|19.89\|19.96\|18.90\|280500;2026-06-24\|18.89\|-1.05\|19.09\|19.10\|18.50\|215024;2026-06-25\|18.70\|-1.01\|18.90\|19.26\|18.33\|216184;2026-06-26\|17.70\|-5.35\|18.52\|18.52\|17.49\|307059;2026-06-29\|17.43\|-1.53\|17.65\|17.83\|16.88\|228367;2026-06-30\|19.17\|9.98\|17.49\|19.17\|17.48\|213083;2026-07-01\|21.09\|10.02\|19.59\|21.09\|19.51\|418753;2026-07-02\|21.27\|0.85\|21.29\|22.25\|20.50\|842213;2026-07-03\|23.40\|10.01\|23.40\|23.40\|23.40\|78582;2026-07-06\|25.74\|10.00\|25.74\|25.74\|25.13\|449901;2026-07-07\|26.45\|2.76\|27.00\|28.30\|26.29\|1756529;2026-07-08\|29.10\|10.02\|27.66\|29.10\|26.90\|552698;2026-07-09\|28.96\|-0.48\|27.00\|29.20\|26.45\|1428423;2026-07-10\|27.47\|-5.15\|28.60\|29.70\|27.47\|1332079
117964	国常会要求加快超大规模智算集群建设	算力国家队+液冷+可转债获批行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月29日公告，公司向不特定对象发行可转换公司债券申请获得中国证监会同意注册批复，拟募资不超80亿元用于先进算力集群系统、高性能AI训推一体机等人工智能算力基础设施项目。 2、据2026年5月7日审核问询函回复，公司作为“算力国家队”，深度参与“东数西算”工程，已在30多个城市建设运营超算/智算中心，累计部署超50万张异构加速卡，智算算力规模超30EFLOPS。 3、据2026年5月12日互动易，子公司曙光数创发布全球首个MW级液冷整机柜C8000 V3.0，PUE降至1.04以下，是国内唯一实现浸没相变液冷大规模商业化部署的企业。	公司ParaStor F9000全闪存储系统在生产型全节点和10节点榜单中实现双榜第一，是首个达成此成就的中国厂商。自今年2月国家超算互联网核心节点建设启动以来，ParaStor F9000已投入实际生产环境	2026-03-03\|83.28\|-7.93\|88.99\|88.99\|83.00\|751783;2026-03-04\|82.33\|-1.14\|81.00\|84.16\|80.60\|310093;2026-03-05\|84.79\|2.99\|83.90\|85.70\|83.47\|355100;2026-03-06\|84.19\|-0.71\|84.58\|85.45\|83.66\|216409;2026-03-09\|86.61\|2.87\|83.50\|87.27\|82.32\|414923;2026-03-10\|88.19\|1.82\|88.50\|89.57\|86.90\|404992;2026-03-11\|88.05\|-0.16\|88.00\|89.07\|87.57\|295443;2026-03-12\|89.87\|2.07\|88.05\|92.59\|87.63\|615393;2026-03-13\|89.10\|-0.86\|91.38\|92.20\|88.97\|403761;2026-03-16\|88.13\|-1.09\|88.02\|88.56\|85.80\|332618;2026-03-17\|85.39\|-3.11\|88.50\|88.70\|85.38\|264789;2026-03-18\|87.49\|2.46\|85.39\|87.69\|84.68\|299966;2026-03-19\|84.77\|-3.11\|85.92\|86.70\|84.41\|305099;2026-03-20\|83.76\|-1.19\|85.20\|87.02\|83.75\|395726;2026-03-23\|79.58\|-4.99\|81.99\|82.56\|79.19\|398396;2026-03-24\|80.68\|1.38\|80.60\|80.90\|78.50\|257859;2026-03-25\|83.05\|2.94\|80.92\|83.50\|80.91\|297581;2026-03-26\|81.96\|-1.31\|83.18\|84.49\|81.75\|262756;2026-03-27\|81.43\|-0.65\|80.54\|82.30\|80.18\|203437;2026-03-30\|79.90\|-1.88\|80.05\|80.65\|79.06\|260979;2026-03-31\|78.60\|-1.63\|79.64\|80.45\|78.58\|202236;2026-04-01\|80.39\|2.28\|80.14\|80.81\|79.63\|251262;2026-04-02\|78.08\|-2.87\|80.02\|80.02\|77.86\|243086;2026-04-03\|77.89\|-0.24\|78.08\|78.78\|76.78\|202614;2026-04-07\|77.94\|0.06\|77.90\|79.30\|77.37\|213564;2026-04-08\|82.90\|6.36\|80.10\|82.90\|79.93\|454582;2026-04-09\|83.30\|0.48\|81.80\|83.89\|81.22\|357336;2026-04-10\|85.30\|2.40\|84.00\|86.86\|83.94\|467892;2026-04-13\|88.99\|4.33\|84.61\|90.50\|84.61\|701246;2026-04-14\|88.85\|-0.16\|89.53\|89.78\|87.79\|438271;2026-04-15\|88.29\|-0.63\|90.50\|91.00\|88.03\|500843;2026-04-16\|88.99\|0.79\|88.99\|89.69\|88.07\|370045;2026-04-17\|89.92\|1.05\|89.01\|91.50\|89.01\|579036;2026-04-20\|91.97\|2.28\|90.43\|94.28\|90.30\|673754;2026-04-21\|89.40\|-2.79\|90.98\|90.98\|88.58\|431334;2026-04-22\|91.84\|2.73\|89.00\|91.88\|88.70\|496670;2026-04-23\|91.68\|-0.17\|92.95\|93.91\|90.80\|616822;2026-04-24\|92.76\|1.18\|93.06\|94.46\|90.53\|825272;2026-04-27\|94.24\|1.60\|94.76\|95.10\|92.23\|769163;2026-04-28\|90.90\|-3.54\|93.01\|94.69\|90.46\|632570;2026-04-29\|90.42\|-0.53\|90.37\|91.40\|88.95\|410803;2026-04-30\|92.96\|2.81\|90.98\|93.38\|90.05\|638184;2026-05-06\|99.80\|7.36\|96.00\|102.26\|96.00\|1337990;2026-05-07\|98.75\|-1.05\|99.80\|99.80\|97.49\|739492;2026-05-08\|96.30\|-2.48\|97.99\|97.99\|96.00\|678500;2026-05-11\|100.05\|3.89\|99.00\|101.00\|97.40\|912077;2026-05-12\|97.42\|-2.63\|99.86\|99.86\|96.87\|651218;2026-05-13\|100.71\|3.38\|96.00\|101.00\|95.02\|821870;2026-05-14\|97.59\|-3.10\|105.00\|105.00\|97.50\|978167;2026-05-15\|94.46\|-3.21\|97.52\|99.36\|94.00\|803340;2026-05-18\|98.70\|4.49\|94.29\|101.60\|94.10\|925638;2026-05-19\|98.26\|-0.45\|98.00\|98.55\|95.00\|647167;2026-05-20\|98.38\|0.12\|97.23\|99.49\|97.00\|554678;2026-05-21\|93.25\|-5.21\|100.86\|101.00\|92.98\|835662;2026-05-22\|94.80\|1.66\|93.26\|95.44\|93.02\|555904;2026-05-25\|96.45\|1.74\|95.30\|96.45\|93.60\|665800;2026-05-26\|94.33\|-2.20\|95.90\|95.98\|91.91\|687464;2026-05-27\|90.99\|-3.54\|94.09\|95.96\|90.29\|591210;2026-05-28\|91.25\|0.29\|90.92\|92.16\|89.00\|481327;2026-05-29\|88.22\|-3.32\|93.30\|94.00\|87.89\|531485;2026-06-01\|85.40\|-2.78\|88.50\|89.54\|85.36\|403558;2026-06-02\|86.02\|0.73\|86.03\|86.54\|83.45\|386344;2026-06-03\|86.32\|0.35\|85.56\|88.78\|85.06\|447613;2026-06-04\|84.40\|-2.22\|85.00\|86.21\|84.12\|339375;2026-06-05\|82.37\|-2.41\|83.67\|84.82\|82.14\|386422;2026-06-08\|78.51\|-4.69\|79.90\|80.69\|77.77\|427223;2026-06-09\|80.40\|2.41\|79.60\|80.49\|78.90\|306296;2026-06-10\|82.70\|2.86\|81.87\|86.33\|81.87\|646506;2026-06-11\|81.37\|-1.61\|81.00\|82.44\|80.51\|319593;2026-06-12\|82.15\|0.96\|83.00\|83.47\|82.00\|349840;2026-06-15\|85.45\|4.02\|83.26\|85.48\|82.58\|404451;2026-06-16\|84.47\|-1.15\|85.70\|85.77\|83.78\|363323;2026-06-17\|86.51\|2.42\|83.50\|86.56\|83.40\|441972;2026-06-18\|88.68\|2.51\|86.51\|89.64\|86.00\|563085;2026-06-22\|89.02\|0.38\|88.75\|89.33\|86.50\|500786;2026-06-23\|87.06\|-2.20\|89.50\|91.56\|86.48\|537406;2026-06-24\|88.93\|2.15\|86.70\|89.66\|85.00\|518436;2026-06-25\|97.82\|10.00\|93.00\|97.82\|92.16\|1317460;2026-06-26\|98.76\|0.96\|98.00\|102.00\|96.65\|1508693;2026-06-29\|97.48\|-1.30\|99.00\|101.30\|94.50\|976916;2026-06-30\|107.23\|10.00\|98.01\|107.23\|98.01\|1463808;2026-07-01\|102.45\|-4.46\|107.59\|109.60\|100.98\|1424746;2026-07-02\|94.56\|-7.70\|98.70\|99.98\|94.01\|940947;2026-07-03\|92.68\|-1.99\|93.55\|96.60\|92.60\|790119;2026-07-06\|94.56\|2.03\|94.11\|95.92\|91.20\|811133;2026-07-07\|93.50\|-1.12\|93.53\|96.74\|92.74\|599881;2026-07-08\|98.15\|4.97\|97.88\|101.15\|95.39\|1205972;2026-07-09\|103.99\|5.95\|98.17\|104.70\|96.18\|1246370;2026-07-10\|107.50\|3.38\|103.48\|113.00\|102.70\|1598838
117963	国常会要求加快超大规模智算集群建设	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-03-03\|50.06\|2.25\|50.20\|53.86\|49.50\|285960;2026-03-04\|49.80\|-0.52\|47.46\|52.35\|47.46\|149006;2026-03-05\|52.30\|5.02\|51.04\|52.30\|47.12\|135451;2026-03-06\|54.84\|4.86\|51.78\|57.43\|50.80\|182331;2026-03-09\|53.40\|-2.63\|52.10\|53.90\|49.36\|148252;2026-03-10\|51.60\|-3.37\|53.60\|55.49\|51.00\|94635;2026-03-11\|48.50\|-6.01\|51.08\|51.90\|48.21\|143742;2026-03-12\|45.83\|-5.51\|48.26\|48.86\|45.23\|138737;2026-03-13\|44.78\|-2.29\|45.83\|46.50\|44.51\|95188;2026-03-16\|44.10\|-1.52\|45.47\|45.47\|43.19\|85749;2026-03-17\|43.15\|-2.15\|44.89\|44.89\|42.71\|58917;2026-03-18\|43.82\|1.55\|43.20\|44.27\|42.01\|73657;2026-03-19\|41.16\|-6.07\|42.60\|43.21\|40.60\|118193;2026-03-20\|39.99\|-2.84\|41.16\|42.40\|39.88\|70735;2026-03-23\|37.09\|-7.25\|38.30\|39.67\|36.58\|86742;2026-04-08\|40.80\|10.00\|40.80\|40.80\|40.80\|26358;2026-04-09\|44.88\|10.00\|44.88\|44.88\|44.88\|7473;2026-04-10\|49.37\|10.00\|49.37\|49.37\|49.37\|64892;2026-04-13\|54.31\|10.01\|52.00\|54.31\|50.33\|281492;2026-04-14\|54.40\|0.17\|55.94\|56.70\|48.88\|305863;2026-04-15\|59.84\|10.00\|57.66\|59.84\|56.91\|104532;2026-04-16\|61.65\|3.02\|61.12\|62.50\|58.30\|246018;2026-04-17\|65.21\|5.77\|60.21\|65.80\|60.21\|224488;2026-04-20\|61.18\|-6.18\|65.19\|65.40\|59.10\|153563;2026-04-21\|59.20\|-3.24\|58.68\|60.50\|58.47\|100107;2026-04-22\|63.47\|7.21\|59.71\|63.98\|57.71\|170455;2026-04-23\|63.81\|0.54\|65.95\|69.82\|62.00\|134279;2026-04-24\|61.38\|-3.81\|60.92\|63.39\|59.71\|102976;2026-04-27\|59.00\|-3.88\|60.98\|62.54\|58.88\|79664;2026-04-28\|57.36\|-2.78\|59.14\|59.68\|57.12\|66967;2026-04-29\|56.24\|-1.95\|56.60\|58.00\|55.80\|86887;2026-04-30\|55.65\|-1.05\|56.20\|58.38\|55.30\|87477;2026-05-06\|58.00\|4.22\|56.68\|58.19\|54.72\|108081;2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969

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股票代码

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涨停原因

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eastmoney_rank

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yuanbaoreason