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
126543			公司研发、设计以及生产的某些产品如高精度高可靠性惯导系统、加速度测量模块、速率陀螺组合系统等产品可用于商业航天领域，已有产品正按客户要求开展验证工作	2026-04-29\|78.39\|-1.12\|79.88\|82.49\|78.20\|13391;2026-04-30\|77.54\|-1.08\|78.12\|79.80\|75.68\|16962;2026-05-06\|82.11\|5.89\|80.19\|84.93\|80.19\|29207;2026-05-07\|88.03\|7.21\|82.23\|89.50\|82.23\|23077;2026-05-08\|96.20\|9.28\|90.16\|99.99\|88.04\|47411;2026-05-11\|99.25\|3.17\|97.16\|102.60\|93.00\|35389;2026-05-12\|90.90\|-8.41\|98.26\|99.24\|87.50\|43239;2026-05-13\|100.95\|11.06\|90.38\|102.88\|89.01\|41288;2026-05-14\|94.00\|-6.88\|101.00\|101.00\|93.60\|27611;2026-05-15\|90.00\|-4.26\|93.28\|95.81\|88.00\|29611;2026-05-18\|91.49\|1.66\|90.12\|93.11\|88.55\|22501;2026-05-19\|85.88\|-6.13\|90.58\|92.14\|85.00\|29653;2026-05-20\|85.17\|-0.83\|85.01\|88.48\|81.00\|27700;2026-05-21\|87.60\|2.85\|87.37\|94.96\|85.90\|32732;2026-05-22\|88.00\|0.46\|89.26\|92.95\|86.80\|25560;2026-05-25\|89.92\|2.18\|87.29\|90.86\|85.62\|18551;2026-05-26\|86.00\|-4.36\|89.45\|89.93\|83.42\|14851;2026-05-27\|81.20\|-5.58\|84.55\|85.99\|80.89\|16085;2026-05-28\|80.63\|-0.70\|80.02\|82.41\|79.10\|13306;2026-05-29\|76.10\|-5.62\|80.91\|82.09\|76.00\|14992;2026-06-01\|74.85\|-1.64\|75.81\|78.00\|73.05\|14973;2026-06-02\|73.00\|-2.47\|75.26\|76.00\|72.00\|10024;2026-06-03\|72.51\|-0.67\|74.83\|75.00\|71.81\|10747;2026-06-04\|72.61\|0.14\|72.18\|73.55\|70.63\|9742;2026-06-05\|75.00\|3.29\|72.66\|76.25\|71.61\|14779;2026-06-08\|69.70\|-7.07\|72.06\|76.00\|68.71\|13958;2026-06-09\|70.20\|0.72\|69.70\|70.87\|68.89\|7912;2026-06-10\|70.22\|0.03\|70.05\|73.28\|68.14\|14008;2026-06-11\|69.68\|-0.77\|69.99\|70.67\|66.66\|13170;2026-06-12\|70.20\|0.75\|71.05\|72.16\|69.24\|10263;2026-06-15\|74.04\|5.47\|71.97\|76.67\|68.79\|29024;2026-06-16\|70.14\|-5.27\|73.16\|73.45\|69.78\|20801;2026-06-17\|69.22\|-1.31\|70.16\|71.78\|68.87\|12863;2026-06-18\|65.51\|-5.36\|69.00\|69.88\|65.30\|29079;2026-06-22\|63.52\|-3.04\|65.51\|66.49\|59.51\|31062;2026-06-23\|61.60\|-3.02\|64.45\|64.68\|60.66\|14047;2026-06-24\|60.42\|-1.92\|60.00\|61.80\|59.26\|12704;2026-06-25\|58.90\|-2.52\|60.48\|60.49\|57.98\|12576;2026-06-26\|57.73\|-1.99\|58.86\|59.39\|56.50\|14923;2026-06-29\|56.00\|-3.00\|56.96\|57.65\|54.98\|11962;2026-06-30\|58.20\|3.93\|56.65\|59.79\|55.05\|14937;2026-07-01\|64.76\|11.27\|59.16\|66.58\|57.88\|28215;2026-07-02\|64.66\|-0.15\|65.82\|67.68\|63.44\|21325;2026-07-03\|67.20\|3.93\|64.23\|71.23\|64.23\|19119;2026-07-06\|63.40\|-5.65\|66.53\|67.86\|62.33\|14346;2026-07-07\|67.55\|6.55\|63.67\|69.95\|63.11\|26938;2026-07-08\|62.00\|-8.22\|68.85\|72.00\|62.00\|28333;2026-07-09\|61.24\|-1.23\|63.55\|63.55\|59.11\|15169;2026-07-10\|64.31\|5.01\|61.68\|69.61\|60.98\|25499;2026-07-13\|55.38\|-13.89\|65.51\|65.55\|55.08\|23471;2026-07-14\|54.69\|-1.25\|56.00\|56.00\|52.26\|14030;2026-07-15\|52.83\|-3.40\|54.73\|55.68\|52.70\|10498;2026-07-16\|54.24\|2.67\|52.52\|56.52\|51.95\|15511;2026-07-17\|49.45\|-8.83\|54.26\|54.61\|48.30\|15087;2026-07-20\|47.13\|-4.69\|49.20\|50.54\|46.61\|11111;2026-07-21\|48.04\|1.93\|47.13\|49.39\|42.90\|14822;2026-07-22\|47.16\|-1.83\|48.05\|48.94\|46.88\|8619;2026-07-23\|49.95\|5.92\|47.97\|50.47\|46.56\|10693;2026-07-24\|49.60\|-0.70\|49.69\|52.99\|48.93\|14267;2026-07-27\|50.45\|1.71\|49.10\|50.98\|48.51\|6070;2026-07-28\|50.83\|0.75\|50.23\|52.20\|50.19\|7045;2026-07-29\|50.64\|-0.37\|51.69\|51.69\|49.30\|7400;2026-07-30\|50.32\|-0.63\|51.42\|52.24\|49.00\|7668;2026-07-31\|50.83\|1.01\|51.50\|52.70\|50.72\|6863;2026-08-03\|52.00\|2.30\|50.79\|52.90\|50.71\|5833;2026-08-04\|52.98\|1.88\|53.00\|54.00\|52.00\|7040;2026-08-05\|53.80\|1.55\|53.15\|54.50\|53.15\|7172;2026-08-06\|55.20\|2.60\|53.50\|55.88\|53.01\|8168;2026-08-07\|56.50\|2.36\|55.00\|56.67\|53.50\|8897;2026-08-10\|58.71\|3.91\|57.63\|58.95\|55.55\|10714;2026-08-11\|57.48\|-2.10\|58.03\|58.96\|55.05\|13669;2026-08-12\|57.95\|0.82\|58.18\|58.77\|56.33\|6088;2026-08-13\|57.00\|-1.64\|57.95\|59.39\|57.00\|5734;2026-08-14\|56.96\|-0.07\|57.00\|57.53\|55.90\|4223;2026-08-17\|64.69\|13.57\|57.00\|64.78\|57.00\|24878;2026-08-18\|64.28\|-0.63\|65.71\|67.20\|63.18\|19142;2026-08-19\|56.13\|-12.68\|64.68\|64.68\|56.09\|19628;2026-08-20\|55.81\|-0.57\|57.75\|57.95\|55.62\|7291;2026-08-21\|55.79\|-0.04\|55.69\|56.95\|54.22\|5824;2026-08-24\|55.18\|-1.09\|56.00\|56.44\|54.21\|6734;2026-08-25\|55.15\|-0.05\|55.43\|56.32\|53.68\|7503;2026-08-26\|52.28\|-5.20\|55.10\|55.44\|52.26\|9155;2026-08-27\|54.98\|5.16\|52.45\|55.40\|52.10\|12099;2026-08-28\|54.81\|-0.31\|54.80\|57.44\|54.16\|9290;2026-08-31\|54.83\|0.04\|54.94\|55.45\|53.61\|5736;2026-09-01\|55.81\|1.79\|55.15\|56.60\|54.56\|5556;2026-09-02\|57.49\|3.01\|55.45\|58.60\|54.64\|11085;2026-09-03\|55.55\|-3.37\|57.68\|58.18\|55.39\|10356;2026-09-04\|55.26\|-0.52\|55.55\|57.15\|54.51\|6942;2026-09-07\|54.64\|-1.12\|55.01\|56.00\|54.55\|736473
126542	英伟达CPO交换机全面量产		公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-04-29\|131.16\|-2.22\|130.29\|135.20\|128.00\|347149;2026-04-30\|131.82\|0.50\|135.00\|135.90\|130.50\|287859;2026-05-06\|151.23\|14.72\|136.00\|155.60\|136.00\|511231;2026-05-07\|169.22\|11.90\|150.00\|171.26\|147.38\|423116;2026-05-08\|176.60\|4.36\|165.00\|179.90\|163.18\|349747;2026-05-11\|178.60\|1.13\|176.67\|183.20\|172.50\|344350;2026-05-12\|180.97\|1.33\|184.00\|191.80\|180.97\|302413;2026-05-13\|179.66\|-0.72\|175.55\|181.20\|174.03\|278459;2026-05-14\|182.53\|1.60\|184.50\|188.18\|177.41\|303716;2026-05-15\|175.60\|-3.80\|187.78\|193.56\|170.25\|329431;2026-05-18\|173.42\|-1.24\|176.00\|178.68\|170.21\|259174;2026-05-19\|173.31\|-0.06\|172.00\|174.11\|162.98\|255271;2026-05-20\|184.90\|6.69\|172.35\|188.46\|167.80\|328570;2026-05-21\|167.88\|-9.21\|188.00\|188.18\|166.00\|352295;2026-05-22\|174.72\|4.07\|173.00\|180.89\|161.88\|390951;2026-05-25\|182.12\|4.24\|177.00\|184.87\|174.18\|329053;2026-05-26\|171.08\|-6.06\|180.00\|180.00\|166.20\|311047;2026-05-27\|155.00\|-9.40\|160.00\|162.78\|149.20\|510728;2026-05-28\|163.78\|5.66\|153.00\|166.00\|152.18\|335367;2026-05-29\|162.69\|-0.67\|167.01\|168.40\|158.00\|260709;2026-06-01\|146.30\|-10.07\|160.01\|160.80\|146.06\|310983;2026-06-02\|154.50\|5.60\|151.78\|157.40\|146.88\|262674;2026-06-03\|168.86\|9.29\|160.80\|181.00\|158.53\|463958;2026-06-04\|165.45\|-2.02\|163.13\|168.98\|162.96\|292850;2026-06-05\|156.79\|-5.23\|162.00\|174.59\|154.00\|342067;2026-06-08\|149.28\|-4.79\|143.10\|155.00\|143.10\|232099;2026-06-09\|160.89\|7.78\|153.36\|162.02\|152.28\|248268;2026-06-10\|151.63\|-5.76\|154.50\|157.55\|149.00\|183178;2026-06-11\|151.50\|0.11\|152.05\|155.58\|148.06\|189320;2026-06-12\|149.07\|-1.60\|160.00\|162.00\|147.50\|226777;2026-06-15\|166.53\|11.71\|152.00\|166.88\|150.00\|322915;2026-06-16\|172.91\|3.83\|169.00\|177.50\|166.05\|347210;2026-06-17\|169.52\|-1.96\|167.68\|171.97\|165.70\|320390;2026-06-18\|175.44\|3.49\|171.00\|177.46\|168.18\|328933;2026-06-22\|182.55\|4.05\|181.00\|188.99\|176.80\|353335;2026-06-23\|199.98\|9.55\|178.60\|205.79\|172.60\|409680;2026-06-24\|203.33\|1.68\|193.00\|206.67\|191.08\|351185;2026-06-25\|199.94\|-1.67\|204.00\|205.92\|193.00\|291188;2026-06-26\|179.70\|-10.12\|193.50\|194.00\|173.50\|343935;2026-06-29\|175.30\|-2.45\|178.00\|182.50\|165.18\|247825;2026-06-30\|184.65\|5.33\|178.78\|191.60\|174.00\|268160;2026-07-01\|170.80\|-7.50\|181.55\|183.97\|168.00\|271500;2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|230794;2026-07-13\|139.60\|-5.44\|145.01\|149.80\|138.70\|167564;2026-07-14\|151.90\|8.81\|140.70\|153.85\|137.80\|243067;2026-07-15\|146.70\|-3.42\|153.11\|156.80\|146.20\|192643;2026-07-16\|142.03\|-3.18\|140.07\|148.58\|137.00\|168980;2026-07-17\|117.99\|-16.93\|140.76\|142.00\|117.85\|252729;2026-07-20\|111.50\|-5.50\|122.58\|127.20\|105.29\|296345;2026-07-21\|121.90\|9.33\|113.60\|122.87\|95.99\|326847;2026-07-22\|116.30\|-4.59\|120.00\|126.70\|115.00\|241454;2026-07-23\|114.20\|-1.81\|119.70\|122.58\|113.13\|179018;2026-07-24\|111.58\|-2.29\|113.03\|115.50\|110.58\|140679;2026-07-27\|114.89\|2.97\|111.48\|115.50\|109.00\|155343;2026-07-28\|100.20\|-12.79\|110.80\|113.66\|99.50\|243065;2026-07-29\|96.00\|-4.19\|100.19\|101.98\|89.41\|287013;2026-07-30\|83.97\|-12.53\|94.86\|95.00\|81.68\|337770;2026-07-31\|90.04\|7.23\|96.00\|96.00\|89.50\|276210;2026-08-03\|96.77\|7.47\|91.89\|99.80\|90.16\|364087;2026-08-04\|113.70\|17.50\|102.38\|113.98\|99.94\|424692;2026-08-05\|114.61\|0.80\|110.25\|116.07\|107.30\|392405;2026-08-06\|118.75\|3.61\|112.60\|120.48\|111.20\|322454;2026-08-07\|127.70\|7.54\|118.94\|128.51\|118.94\|343765;2026-08-10\|134.01\|4.94\|128.90\|138.00\|124.55\|332954;2026-08-11\|130.50\|-2.62\|128.79\|133.36\|125.57\|245860;2026-08-12\|139.89\|7.20\|131.00\|142.50\|131.00\|276471;2026-08-13\|138.61\|-0.92\|142.00\|146.00\|138.60\|274170;2026-08-14\|140.76\|1.55\|139.44\|141.50\|136.22\|182366;2026-08-17\|160.00\|13.67\|144.88\|160.00\|143.80\|288363;2026-08-18\|162.30\|1.44\|160.00\|163.90\|158.49\|225475;2026-08-19\|151.41\|-6.71\|154.00\|158.49\|149.44\|287375;2026-08-20\|164.00\|8.32\|154.00\|166.80\|146.68\|316403;2026-08-21\|158.00\|-3.66\|163.00\|167.18\|156.78\|289729;2026-08-24\|154.05\|-2.50\|156.79\|158.00\|148.99\|252066;2026-08-25\|151.70\|-1.53\|149.00\|154.78\|146.68\|171188;2026-08-26\|149.51\|-1.44\|154.44\|154.55\|146.50\|150133;2026-08-27\|159.14\|6.44\|152.79\|161.83\|150.36\|221973;2026-08-28\|155.10\|-2.54\|158.60\|161.60\|155.00\|165948;2026-08-31\|157.93\|1.82\|148.00\|157.93\|148.00\|136315;2026-09-01\|150.79\|-4.52\|156.36\|157.08\|148.41\|147156;2026-09-02\|148.14\|-1.76\|145.83\|149.80\|144.02\|142339;2026-09-03\|147.11\|-0.70\|151.58\|151.98\|145.00\|116073;2026-09-04\|141.62\|-3.73\|148.79\|153.66\|140.60\|165193;2026-09-07\|154.91\|9.38\|145.82\|156.15\|145.00\|21977137
126541	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-04-29\|187.60\|1.30\|176.75\|188.59\|176.75\|79402;2026-04-30\|196.60\|4.80\|184.22\|198.88\|183.17\|86255;2026-05-06\|192.41\|-2.13\|197.00\|208.55\|192.35\|91161;2026-05-07\|197.99\|2.90\|194.60\|200.99\|191.21\|58490;2026-05-08\|191.30\|-3.38\|196.02\|200.30\|190.00\|53497;2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|166301;2026-07-22\|357.00\|-2.58\|378.92\|387.32\|352.50\|159819;2026-07-23\|334.34\|-6.35\|360.00\|361.00\|330.01\|118148;2026-07-24\|357.42\|6.90\|327.00\|371.99\|321.11\|130844;2026-07-27\|389.43\|8.96\|348.01\|391.99\|348.01\|141749;2026-07-28\|369.00\|-5.25\|370.00\|399.90\|363.00\|136324;2026-07-29\|360.70\|-2.25\|367.28\|370.98\|329.00\|144697;2026-07-30\|323.15\|-10.41\|349.00\|359.80\|315.00\|150629;2026-07-31\|346.60\|7.26\|368.52\|378.20\|345.00\|138457;2026-08-03\|302.97\|-12.59\|339.54\|343.93\|300.80\|139242;2026-08-04\|317.98\|4.95\|304.49\|325.57\|297.33\|108258;2026-08-05\|341.60\|7.43\|318.23\|346.58\|314.68\|131967;2026-08-06\|345.00\|1.00\|329.01\|356.28\|327.01\|99940;2026-08-07\|351.00\|1.74\|345.67\|359.99\|333.09\|102931;2026-08-10\|362.45\|3.26\|352.00\|371.55\|346.36\|100263;2026-08-11\|348.30\|-3.90\|354.00\|365.59\|343.99\|76640;2026-08-12\|348.05\|-0.07\|348.00\|359.95\|340.14\|77872;2026-08-13\|336.21\|-3.40\|353.86\|358.00\|333.33\|113188;2026-08-14\|324.33\|-3.53\|339.00\|342.00\|315.55\|123978;2026-08-17\|368.70\|13.68\|329.87\|368.70\|324.33\|144280;2026-08-18\|371.96\|0.88\|364.61\|372.60\|358.42\|106198;2026-08-19\|342.00\|-8.05\|360.20\|368.00\|339.12\|103778;2026-08-20\|355.59\|3.97\|348.84\|367.00\|337.77\|105555;2026-08-21\|349.46\|-1.72\|358.93\|358.93\|342.00\|76081;2026-08-24\|349.50\|0.01\|350.08\|364.95\|342.40\|88844;2026-08-25\|338.99\|-3.01\|333.41\|346.90\|327.75\|87600;2026-08-26\|362.00\|6.79\|335.00\|371.95\|333.33\|106204;2026-08-27\|373.71\|3.23\|364.00\|374.60\|353.87\|86473;2026-08-28\|362.66\|-2.96\|369.95\|377.75\|361.13\|67935;2026-08-31\|365.99\|0.92\|355.41\|368.31\|345.01\|64899;2026-09-01\|349.26\|-4.57\|362.06\|366.00\|347.00\|52032;2026-09-02\|337.40\|-3.40\|344.08\|348.00\|333.61\|53968;2026-09-03\|320.87\|-4.90\|339.88\|344.50\|310.99\|88398;2026-09-04\|299.80\|-6.57\|325.65\|327.76\|297.00\|102410;2026-09-07\|314.15\|4.79\|305.00\|315.58\|299.40\|8526910
126540		涨停揭秘：参股视涯科技为Apple Vision Pro调试Micro OLED产线，直接受益苹果MR生态加速落地；公司光学膜产品已导入多款高端显示设备；涨停缘由：视涯科技系国内Micro OLED核心平台，承担Vision Pro国产化关键环节；苹果WWDC 2026强化空间计算叙事，MR硬件链关注度升温；公司量子点增亮膜、扩散膜等适配高PPI Micro OLED需求；资金逻辑：资金聚焦AI硬件与空间计算主线，6月12日前后消费电子板块整体放量，激智科技作为稀缺Micro OLED材料端标的获游资快速抢筹；风险提示：视涯科技尚未盈利，参股比例及技术转化进度未披露，Vision Pro销量爬坡节奏存在不确定性，公司主业仍以LCD光学膜为主	参股公司视涯科技为Apple Vision Pro调试Micro OLED产线	2026-04-29\|18.94\|2.21\|18.53\|19.16\|18.45\|68837;2026-04-30\|19.05\|0.58\|18.98\|19.18\|18.91\|65017;2026-05-06\|19.91\|4.51\|19.29\|20.14\|19.29\|115119;2026-05-07\|19.92\|0.05\|19.89\|20.02\|19.73\|69276;2026-05-08\|20.49\|2.86\|19.90\|20.73\|19.74\|119493;2026-05-11\|20.67\|0.88\|20.51\|20.75\|20.26\|103695;2026-05-12\|20.34\|-1.60\|20.54\|20.67\|20.23\|66147;2026-05-13\|20.43\|0.44\|20.33\|20.53\|20.15\|54167;2026-05-14\|20.33\|-0.49\|20.50\|20.68\|20.28\|74636;2026-05-15\|20.13\|-0.98\|20.30\|20.46\|19.90\|70642;2026-05-18\|19.89\|-1.19\|20.00\|20.11\|19.61\|58452;2026-05-19\|20.20\|1.56\|19.97\|20.26\|19.66\|66161;2026-05-20\|21.72\|7.52\|20.11\|22.55\|19.98\|295976;2026-05-21\|21.91\|0.87\|21.73\|23.72\|21.73\|366049;2026-05-22\|23.09\|5.39\|21.99\|23.20\|21.20\|366173;2026-05-25\|23.34\|1.08\|23.60\|23.98\|22.72\|348631;2026-05-26\|22.90\|-1.89\|23.01\|23.25\|22.50\|220569;2026-05-27\|22.37\|-2.31\|22.74\|23.32\|22.20\|201156;2026-05-28\|25.09\|12.16\|22.16\|25.69\|22.08\|472604;2026-05-29\|23.51\|-6.30\|25.08\|25.50\|23.28\|340055;2026-06-01\|23.00\|-2.17\|23.82\|24.07\|22.87\|202090;2026-06-02\|24.68\|7.30\|22.82\|25.50\|22.57\|351636;2026-06-03\|25.19\|2.07\|24.42\|25.87\|24.42\|293351;2026-06-04\|26.96\|7.03\|24.69\|27.32\|24.55\|368819;2026-06-05\|26.96\|0.00\|26.50\|27.99\|26.00\|317470;2026-06-08\|25.95\|-3.75\|25.68\|26.86\|25.41\|216763;2026-06-09\|26.63\|2.62\|26.25\|27.09\|25.21\|266094;2026-06-10\|27.00\|1.39\|26.11\|27.55\|25.69\|291863;2026-06-11\|29.00\|8.21\|25.98\|29.74\|25.98\|379005;2026-06-12\|32.26\|11.24\|30.00\|33.37\|28.81\|482537;2026-06-15\|35.19\|9.08\|34.18\|36.16\|32.77\|433032;2026-06-16\|34.25\|-2.67\|33.88\|35.40\|32.80\|444728;2026-06-17\|35.10\|2.48\|32.57\|35.79\|32.42\|409545;2026-06-18\|34.41\|-1.97\|34.23\|34.76\|33.08\|363483;2026-06-22\|33.39\|-2.96\|35.94\|35.95\|32.19\|340345;2026-06-23\|31.34\|-6.14\|32.55\|33.85\|31.20\|253740;2026-06-24\|31.20\|-0.45\|31.03\|32.56\|30.10\|264429;2026-06-25\|30.55\|-2.08\|30.89\|31.63\|30.10\|250087;2026-06-26\|31.78\|4.03\|30.39\|33.78\|30.10\|376884;2026-06-29\|32.86\|3.40\|31.78\|33.49\|29.68\|406604;2026-06-30\|36.95\|12.45\|32.98\|37.17\|32.78\|446345;2026-07-01\|42.24\|14.32\|36.59\|43.38\|36.21\|483494;2026-07-02\|38.99\|-7.69\|40.56\|41.50\|38.69\|316482;2026-07-03\|37.08\|-4.90\|39.40\|39.58\|36.66\|231785;2026-07-06\|37.86\|2.10\|37.82\|38.98\|35.98\|268818;2026-07-07\|35.10\|-7.29\|37.00\|37.99\|34.73\|201417;2026-07-08\|32.11\|-8.52\|35.48\|35.55\|31.91\|212853;2026-07-09\|33.90\|5.57\|33.10\|34.19\|31.20\|188917;2026-07-10\|30.71\|-9.41\|34.32\|35.24\|30.71\|231453;2026-07-13\|27.83\|-9.38\|30.04\|30.98\|27.60\|210013;2026-07-14\|33.40\|20.01\|28.60\|33.40\|27.54\|333037;2026-07-15\|29.96\|-10.30\|34.00\|34.59\|29.91\|305712;2026-07-16\|30.31\|1.17\|29.28\|31.08\|29.27\|225759;2026-07-17\|27.09\|-10.62\|30.28\|30.30\|27.02\|195776;2026-07-20\|26.89\|-0.74\|28.12\|28.21\|25.26\|250796;2026-07-21\|28.58\|6.28\|27.47\|28.82\|23.75\|300482;2026-07-22\|25.98\|-9.10\|27.88\|28.89\|25.41\|277426;2026-07-23\|25.16\|-3.16\|25.93\|26.23\|24.86\|179564;2026-07-24\|24.44\|-2.86\|24.50\|25.67\|24.29\|136420;2026-07-27\|25.03\|2.41\|24.21\|25.09\|23.18\|150283;2026-07-28\|24.23\|-3.20\|24.50\|26.21\|23.91\|166727;2026-07-29\|23.19\|-4.29\|24.00\|24.18\|21.88\|256788;2026-07-30\|21.28\|-8.24\|22.81\|23.35\|21.00\|193615;2026-07-31\|21.73\|2.11\|23.11\|23.48\|21.64\|213006;2026-08-03\|22.65\|4.23\|21.58\|22.83\|21.13\|208761;2026-08-04\|24.05\|6.18\|22.72\|24.36\|22.34\|217911;2026-08-05\|24.52\|1.95\|23.70\|24.93\|23.60\|194405;2026-08-06\|25.18\|2.69\|24.13\|25.50\|24.09\|152004;2026-08-07\|26.95\|7.03\|25.03\|28.52\|24.45\|274716;2026-08-10\|28.21\|4.68\|27.80\|28.88\|26.09\|291899;2026-08-11\|26.64\|-5.57\|27.31\|27.68\|26.18\|220462;2026-08-12\|28.65\|7.54\|26.27\|28.65\|26.27\|261027;2026-08-13\|26.90\|-6.11\|29.20\|29.58\|26.88\|269490;2026-08-14\|27.70\|2.97\|27.36\|29.11\|27.00\|342348;2026-08-17\|31.50\|13.72\|28.50\|31.58\|27.66\|429100;2026-08-18\|30.13\|-4.35\|30.98\|32.01\|29.62\|326602;2026-08-19\|27.99\|-7.10\|28.40\|29.93\|27.79\|249784;2026-08-20\|28.10\|0.39\|28.21\|29.13\|27.12\|198362;2026-08-21\|28.99\|3.17\|27.70\|29.50\|27.52\|218333;2026-08-24\|28.49\|-1.72\|28.76\|29.29\|27.38\|188607;2026-08-25\|28.54\|0.18\|28.00\|29.00\|27.49\|190743;2026-08-26\|27.82\|-2.52\|28.66\|28.69\|27.50\|169972;2026-08-27\|28.59\|2.77\|27.82\|29.05\|27.69\|240087;2026-08-28\|27.89\|-2.45\|28.31\|29.45\|27.72\|218381;2026-08-31\|26.99\|-3.23\|27.25\|27.63\|26.01\|242793;2026-09-01\|25.60\|-5.15\|26.82\|26.86\|25.25\|211911;2026-09-02\|24.89\|-2.77\|24.75\|25.09\|24.42\|141420;2026-09-03\|25.80\|3.66\|25.07\|25.98\|24.56\|166800;2026-09-04\|24.39\|-5.47\|25.82\|26.52\|24.12\|187989;2026-09-07\|25.92\|6.27\|24.50\|26.02\|24.47\|204004
126539	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：LongCat-2.0实现国产算力全栈训练，推动AI服务器电源管理模块国产化替代加速，公司作为行业龙头直接受益；涨停缘由：公司为国内电源管理芯片龙头，产品已进入多家国产GPU及AI服务器厂商供应链，适配高功率密度、多路稳压等AI硬件需求；资金逻辑：国产算力验证成功后，资金从纯概念向具备实际供货能力的芯片设计企业迁移，板块成交额达4.76亿元显示交投活跃；风险提示：AI服务器电源芯片认证周期长，大规模放量仍需时间，短期业绩支撑偏弱	公司为国内电源管理和驱动芯片龙头	2026-04-29\|77.79\|-0.27\|77.00\|79.30\|74.74\|62047;2026-04-30\|83.90\|7.85\|77.60\|85.86\|76.99\|97971;2026-05-06\|83.25\|-0.77\|86.94\|88.62\|82.77\|106128;2026-05-07\|82.86\|-0.47\|83.79\|84.88\|81.50\|69227;2026-05-08\|82.03\|-1.00\|82.00\|85.00\|81.18\|49516;2026-05-11\|87.10\|6.18\|81.97\|88.00\|78.58\|149014;2026-05-12\|93.92\|7.83\|87.00\|95.08\|84.88\|162461;2026-05-13\|90.45\|-3.69\|90.50\|91.91\|88.90\|99788;2026-05-14\|91.10\|0.72\|91.96\|94.89\|90.52\|83639;2026-05-15\|90.53\|-0.63\|91.82\|97.59\|89.70\|106358;2026-05-18\|87.20\|-3.68\|90.53\|90.53\|86.30\|79470;2026-05-19\|93.28\|6.97\|86.91\|95.55\|84.30\|98177;2026-05-20\|93.78\|0.54\|92.35\|94.77\|90.70\|69536;2026-05-21\|89.50\|-4.56\|94.89\|96.67\|88.88\|89221;2026-05-22\|91.00\|1.68\|89.50\|93.28\|88.81\|54830;2026-05-25\|93.96\|3.25\|91.61\|105.38\|91.23\|135209;2026-05-26\|92.70\|-1.34\|92.18\|93.93\|89.00\|95407;2026-05-27\|90.17\|-2.73\|93.17\|99.00\|89.38\|109180;2026-05-28\|95.76\|6.20\|89.18\|99.00\|89.01\|126128;2026-05-29\|97.03\|1.33\|97.67\|103.00\|89.76\|155227;2026-06-01\|94.76\|-2.34\|95.45\|101.39\|92.10\|110668;2026-06-02\|92.80\|-2.07\|94.47\|96.99\|90.60\|75854;2026-06-03\|88.00\|-5.17\|93.00\|96.99\|85.37\|140060;2026-06-04\|87.10\|-1.02\|87.36\|91.90\|85.28\|75391;2026-06-05\|83.20\|-4.48\|85.74\|85.74\|81.50\|77711;2026-06-08\|78.40\|-5.77\|79.00\|81.43\|77.01\|49586;2026-06-09\|87.03\|11.65\|79.24\|89.66\|79.20\|82770;2026-06-10\|87.00\|-0.03\|86.00\|91.30\|85.73\|58452;2026-06-11\|88.15\|1.32\|86.50\|92.45\|86.50\|66368;2026-06-12\|85.30\|-3.23\|92.00\|93.19\|84.40\|70899;2026-06-15\|88.40\|3.63\|86.00\|88.72\|83.59\|66467;2026-06-16\|96.00\|8.60\|88.40\|98.89\|88.23\|111193;2026-06-17\|92.22\|-3.94\|93.50\|94.70\|91.20\|81834;2026-06-18\|90.10\|-2.30\|93.26\|94.10\|89.21\|86374;2026-06-22\|88.75\|-1.50\|91.40\|94.88\|87.36\|112773;2026-06-23\|88.37\|-0.43\|88.00\|92.28\|86.11\|70725;2026-06-24\|86.11\|-2.56\|87.14\|89.25\|83.03\|85726;2026-06-25\|85.40\|-0.82\|86.11\|90.10\|84.01\|83427;2026-06-26\|82.11\|-3.85\|83.61\|85.29\|80.00\|64005;2026-06-29\|82.95\|1.02\|83.49\|87.78\|78.51\|76022;2026-06-30\|92.96\|12.07\|83.49\|93.68\|81.90\|106527;2026-07-01\|91.10\|-2.00\|93.72\|97.44\|89.80\|81504;2026-07-02\|89.00\|-2.31\|88.02\|97.75\|84.00\|87376;2026-07-03\|86.00\|-3.37\|88.03\|91.45\|85.61\|61194;2026-07-06\|84.39\|-1.87\|86.74\|88.82\|80.37\|62000;2026-07-07\|83.98\|-0.49\|83.51\|85.79\|80.18\|51473;2026-07-08\|98.09\|16.80\|85.00\|100.78\|80.09\|203923;2026-07-09\|101.00\|2.97\|98.00\|102.00\|93.11\|163483;2026-07-10\|89.18\|-11.70\|102.00\|103.48\|89.03\|128634;2026-07-13\|81.68\|-8.41\|87.45\|92.45\|81.00\|84051;2026-07-14\|78.01\|-4.49\|81.68\|82.63\|74.50\|90723;2026-07-15\|76.35\|-2.13\|79.99\|82.66\|74.60\|93662;2026-07-16\|69.80\|-8.58\|74.82\|76.96\|69.50\|75629;2026-07-17\|60.38\|-13.50\|69.20\|69.80\|60.00\|85351;2026-07-20\|61.00\|1.03\|65.00\|70.00\|58.70\|117628;2026-07-21\|68.12\|11.67\|62.19\|68.34\|55.97\|124617;2026-07-22\|69.49\|2.01\|67.50\|75.34\|66.00\|122868;2026-07-23\|66.00\|-5.02\|70.25\|71.60\|65.00\|70044;2026-07-24\|67.69\|2.56\|64.22\|71.77\|63.01\|90379;2026-07-27\|72.01\|6.38\|70.00\|72.55\|66.50\|79684;2026-07-28\|66.02\|-8.32\|69.88\|71.90\|64.80\|88000;2026-07-29\|62.72\|-5.00\|69.70\|70.41\|60.25\|106445;2026-07-30\|58.12\|-7.33\|61.47\|62.30\|55.00\|101980;2026-07-31\|65.09\|11.99\|62.23\|69.50\|62.23\|128001;2026-08-03\|60.50\|-7.05\|64.21\|64.99\|58.58\|79392;2026-08-04\|67.95\|12.31\|61.00\|69.45\|59.69\|111323;2026-08-05\|73.78\|8.58\|68.00\|75.95\|68.00\|86505;2026-08-06\|77.45\|4.97\|73.34\|79.50\|72.10\|85394;2026-08-07\|86.94\|12.25\|77.00\|88.50\|76.45\|109546;2026-08-10\|87.50\|0.64\|86.65\|87.87\|83.22\|73047;2026-08-11\|83.28\|-4.82\|87.06\|87.70\|83.18\|59980;2026-08-12\|83.30\|0.02\|83.28\|84.48\|82.00\|54615;2026-08-13\|82.25\|-1.26\|84.21\|86.88\|81.93\|55547;2026-08-14\|84.98\|3.32\|83.07\|85.56\|82.60\|56215;2026-08-17\|96.78\|13.89\|85.83\|97.50\|85.83\|130590;2026-08-18\|94.22\|-2.65\|96.52\|97.72\|91.50\|107125;2026-08-19\|82.13\|-12.83\|90.61\|91.74\|81.02\|96922;2026-08-20\|83.35\|1.49\|83.43\|86.90\|81.04\|70544;2026-08-21\|85.40\|2.46\|83.35\|88.70\|83.35\|62947;2026-08-24\|81.50\|-4.57\|86.53\|86.53\|78.38\|71299;2026-08-25\|85.44\|4.83\|79.70\|89.11\|79.00\|99994;2026-08-26\|88.48\|3.56\|86.29\|89.08\|83.30\|70460;2026-08-27\|90.79\|2.61\|88.00\|91.91\|87.28\|90611;2026-08-28\|86.38\|-4.86\|90.70\|90.70\|86.26\|57968;2026-08-31\|89.64\|3.77\|83.70\|89.80\|83.55\|63167;2026-09-01\|85.28\|-4.86\|91.50\|92.29\|84.52\|61495;2026-09-02\|84.28\|-1.17\|83.94\|87.00\|81.81\|54664;2026-09-03\|87.68\|4.03\|90.55\|91.98\|86.00\|76775;2026-09-04\|82.89\|-5.46\|90.28\|90.77\|82.21\|72889;2026-09-07\|86.52\|4.38\|83.81\|87.87\|83.58\|6801159
126538	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：Low-α球形氧化铝送样HBM客户，长鑫存储过会加速先进封装材料国产替代；涨停缘由：公司高端芯片封装用Low-α射线球形氧化铝已完成型号扩充，正向日韩及国内HBM产业链重点客户送样验证；长鑫存储过会推动HBM需求升温，氧化铝作为热界面材料关键组分迎来增量空间；资金逻辑：先进封装材料主题资金活跃，6月9日主力净流入8600万元，融资余额周增幅达15.6%，机构调研热度显著上升；风险提示：当前送样验证处于项目早期阶段，尚未形成批量订单；勃姆石在固态电池应用尚处实验室研究阶段，产业化周期较长	1、公司高端芯片封装用Low-α射线球形氧化铝产品已完成型号品类扩充与完善，向日韩及国内HBM产业链重点客户持续送样验证，当前处于项目早期阶段； 2、公司的勃姆石产品已经应用于半固态锂电池，在全固态电池的电解质材料领域，公司在配合客户开展关于陶瓷材料应用的前沿研究。	2026-04-29\|29.15\|1.96\|28.37\|29.28\|28.20\|37513;2026-04-30\|29.90\|2.57\|30.35\|31.08\|29.71\|85910;2026-05-06\|31.60\|5.69\|30.16\|31.88\|30.16\|104311;2026-05-07\|32.85\|3.96\|31.60\|33.05\|31.44\|80193;2026-05-08\|32.30\|-1.67\|32.75\|33.17\|32.20\|64677;2026-05-11\|33.42\|3.47\|32.48\|33.45\|32.06\|69493;2026-05-12\|34.02\|1.80\|33.50\|34.64\|32.90\|84566;2026-05-13\|36.53\|7.38\|33.65\|37.19\|33.32\|166606;2026-05-14\|36.60\|0.19\|36.99\|38.25\|36.48\|126547;2026-05-15\|36.60\|0.00\|36.61\|38.50\|36.26\|111504;2026-05-18\|38.26\|4.54\|36.55\|38.40\|35.97\|120321;2026-05-19\|37.25\|-2.64\|37.39\|38.00\|36.06\|89499;2026-05-20\|37.07\|-0.48\|36.30\|37.14\|36.02\|78913;2026-05-21\|34.30\|-7.47\|37.10\|38.13\|34.30\|110672;2026-05-22\|36.18\|5.48\|35.02\|36.38\|34.51\|74137;2026-05-25\|36.21\|0.08\|36.28\|37.46\|35.41\|71861;2026-05-26\|35.95\|-0.72\|36.45\|36.70\|34.38\|75812;2026-05-27\|35.25\|-1.95\|36.67\|37.73\|34.90\|67545;2026-05-28\|38.18\|8.31\|35.02\|38.98\|34.49\|145812;2026-05-29\|36.53\|-4.32\|39.02\|40.00\|36.13\|138486;2026-06-01\|35.80\|-2.00\|35.60\|37.68\|35.60\|98912;2026-06-02\|38.37\|7.18\|35.08\|38.76\|35.00\|135460;2026-06-03\|37.05\|-3.44\|38.50\|38.60\|36.30\|117046;2026-06-04\|37.55\|1.35\|36.60\|38.15\|35.88\|102539;2026-06-05\|36.25\|-3.46\|36.56\|37.59\|34.26\|120343;2026-06-08\|35.08\|-3.23\|34.31\|37.08\|33.83\|101791;2026-06-09\|39.22\|11.80\|35.50\|39.69\|35.50\|149407;2026-06-10\|38.86\|-0.92\|38.32\|40.58\|37.84\|137131;2026-06-11\|40.42\|4.01\|38.43\|40.88\|37.90\|201558;2026-06-12\|39.20\|-3.02\|41.56\|43.98\|39.05\|257386;2026-06-15\|42.08\|7.35\|39.80\|42.08\|37.25\|181428;2026-06-16\|40.75\|-2.93\|40.99\|42.11\|39.30\|170682;2026-06-17\|42.67\|4.71\|40.02\|44.41\|39.89\|206948;2026-06-18\|44.90\|5.23\|42.03\|46.45\|41.78\|215812;2026-06-22\|46.20\|2.90\|46.40\|48.25\|43.77\|259418;2026-06-23\|41.16\|-10.91\|46.00\|46.00\|40.68\|248587;2026-06-24\|39.72\|-3.50\|40.99\|41.51\|38.70\|197893;2026-06-25\|41.99\|5.71\|41.00\|42.80\|39.09\|208332;2026-06-26\|38.90\|-7.36\|40.84\|41.88\|38.68\|184112;2026-06-29\|38.34\|-1.44\|39.67\|42.44\|36.26\|213291;2026-06-30\|41.35\|7.85\|38.56\|41.41\|37.20\|194153;2026-07-01\|41.00\|-0.85\|42.35\|43.77\|40.62\|183152;2026-07-02\|41.10\|0.24\|39.27\|42.94\|38.88\|174607;2026-07-03\|38.88\|-5.40\|41.10\|42.21\|38.88\|135822;2026-07-06\|42.00\|8.02\|38.88\|43.30\|38.58\|234204;2026-07-07\|42.70\|1.67\|41.50\|43.70\|40.60\|165412;2026-07-08\|37.99\|-11.03\|42.39\|42.69\|36.58\|179413;2026-07-09\|43.15\|13.58\|37.91\|43.80\|36.37\|194007;2026-07-10\|41.50\|-3.82\|44.13\|46.00\|41.50\|197383;2026-07-13\|37.82\|-8.87\|40.88\|42.53\|37.78\|149059;2026-07-14\|38.37\|1.45\|37.82\|40.00\|37.09\|138103;2026-07-15\|33.40\|-12.95\|38.71\|39.12\|33.06\|181391;2026-07-16\|29.55\|-11.53\|32.02\|32.72\|29.28\|135535;2026-07-17\|26.44\|-10.52\|30.05\|30.07\|26.23\|121276;2026-07-20\|24.27\|-8.21\|26.91\|27.28\|23.42\|140620;2026-07-21\|26.44\|8.94\|24.43\|26.52\|21.88\|145656;2026-07-22\|26.00\|-1.66\|25.83\|27.45\|25.62\|125723;2026-07-23\|26.01\|0.04\|26.20\|26.56\|25.48\|52541;2026-07-24\|25.22\|-3.04\|25.52\|26.11\|24.91\|53236;2026-07-27\|26.54\|5.23\|24.78\|26.55\|24.74\|57254;2026-07-28\|25.05\|-5.61\|26.44\|27.27\|24.90\|60185;2026-07-29\|25.25\|0.80\|25.15\|25.61\|24.30\|57468;2026-07-30\|24.09\|-4.59\|25.00\|25.39\|23.74\|51342;2026-07-31\|25.28\|4.94\|25.50\|26.88\|25.20\|72702;2026-08-03\|24.76\|-2.06\|25.23\|25.38\|24.43\|48472;2026-08-04\|26.66\|7.67\|25.02\|26.88\|24.78\|59004;2026-08-05\|27.68\|3.83\|26.70\|28.18\|26.52\|61495;2026-08-06\|27.97\|1.05\|27.30\|28.43\|27.10\|54323;2026-08-07\|29.01\|3.72\|28.15\|29.30\|27.35\|66693;2026-08-10\|28.82\|-0.65\|29.20\|29.33\|28.28\|44378;2026-08-11\|28.47\|-1.21\|28.61\|29.30\|28.22\|32591;2026-08-12\|29.01\|1.90\|28.30\|29.14\|28.30\|32692;2026-08-13\|28.48\|-1.83\|29.30\|30.10\|28.47\|45633;2026-08-14\|30.43\|6.85\|28.67\|31.72\|28.67\|90541;2026-08-17\|34.75\|14.20\|30.75\|34.99\|30.40\|122554;2026-08-18\|33.24\|-4.35\|34.91\|35.00\|32.72\|78738;2026-08-19\|30.16\|-9.27\|32.50\|32.79\|30.00\|79238;2026-08-20\|30.00\|-0.53\|31.00\|31.00\|29.68\|45324;2026-08-21\|30.40\|1.33\|29.60\|31.16\|29.25\|46691;2026-08-24\|30.18\|-0.72\|30.46\|30.90\|29.40\|48951;2026-08-25\|30.05\|-0.43\|29.70\|30.30\|28.65\|45813;2026-08-26\|29.99\|-0.20\|29.90\|30.54\|29.40\|47710;2026-08-27\|31.61\|5.40\|30.25\|31.98\|29.25\|75866;2026-08-28\|30.57\|-3.29\|31.69\|32.24\|30.52\|68416;2026-08-31\|30.83\|0.85\|30.00\|31.20\|29.71\|56714;2026-09-01\|29.55\|-4.15\|30.85\|31.40\|29.20\|62685;2026-09-02\|29.07\|-1.62\|29.67\|29.75\|28.90\|44005;2026-09-03\|29.35\|0.96\|29.10\|29.89\|28.82\|37649;2026-09-04\|28.11\|-4.22\|29.44\|29.99\|27.81\|51736;2026-09-07\|28.82\|2.53\|28.30\|29.15\|28.30\|3887900
126537	行业龙头外延入股，光模块液冷散热引发关注	封装材料+存储芯片+回购+半年报增长行业原因： 1、据财信证券8月12日研报，AI推理需求爆发重塑存储需求结构，云厂商资本开支高增带动服务器存储成为核心增长引擎，供需关系的结构性重塑有望使本轮周期持续性更强。 2、上周五美股存储芯片板块延续涨势，闪迪涨超7%，西部数据涨超4%，美光科技涨超2%，对市场情绪产生积极映射。公司原因： 1、据2026年7月17日投资者关系活动记录表，公司固晶系列、导热系列等产品已批量应用于存储领域，DAF膜实现小批量出货。 2、据2026年7月17日投资者关系活动记录表，公司多款核心产品适配先进封装工艺，包括UV膜、临时键合胶、DAF/CDAF膜、芯片级底部填充胶等，目前处于小批量交付阶段。 3、据2026年8月14日公告，公司于2026年8月13日实施第三期回购计划首次回购，支付资金总额255.28万元。 4、据2026年8月11日公告，公司2026年上半年实现营收8.80亿元，同比增长27.54%；归母净利润6805.53万元，同比增长49.33%。	控股子公司泰吉诺液态金属片已小批量供货国内浸没式液冷服务器客户，产品用于AI服务器主控芯片散热	2026-04-29\|74.50\|3.62\|70.86\|79.43\|70.00\|110448;2026-04-30\|73.83\|-0.90\|73.90\|75.49\|72.60\|75498;2026-05-06\|76.00\|2.94\|75.17\|77.18\|73.97\|90677;2026-05-07\|79.00\|3.95\|75.90\|79.78\|74.31\|102704;2026-05-08\|79.41\|0.52\|77.22\|80.60\|76.54\|73102;2026-05-11\|83.37\|4.99\|81.34\|85.50\|80.60\|100813;2026-05-12\|80.98\|-2.87\|83.61\|85.30\|78.45\|82748;2026-05-13\|82.56\|1.95\|80.20\|84.70\|78.91\|74213;2026-05-14\|84.49\|2.34\|81.90\|86.89\|81.55\|98834;2026-05-15\|81.24\|-3.85\|83.47\|85.85\|80.50\|96384;2026-05-18\|86.50\|6.47\|82.78\|92.87\|82.78\|144337;2026-05-19\|86.84\|0.39\|86.00\|87.50\|83.01\|92755;2026-05-20\|89.95\|3.58\|86.00\|90.90\|85.06\|97850;2026-05-21\|80.52\|-10.48\|91.70\|91.70\|79.00\|144648;2026-05-22\|84.26\|4.64\|80.52\|84.80\|79.80\|89059;2026-05-25\|90.92\|7.90\|86.57\|92.86\|80.39\|163967;2026-05-26\|89.09\|-2.01\|93.75\|96.80\|85.78\|173151;2026-05-27\|82.30\|-7.62\|88.04\|89.95\|81.55\|137457;2026-05-28\|83.75\|1.76\|82.00\|85.38\|80.80\|91714;2026-05-29\|75.71\|-9.44\|83.70\|83.70\|75.00\|117525;2026-06-01\|75.40\|-0.41\|75.70\|78.42\|74.41\|74963;2026-06-02\|74.88\|-0.69\|74.99\|76.01\|72.50\|55082;2026-06-03\|76.65\|2.36\|75.01\|79.70\|75.00\|64892;2026-06-04\|77.40\|0.98\|75.38\|78.57\|75.00\|58294;2026-06-05\|77.55\|0.19\|76.15\|79.99\|74.51\|65159;2026-06-08\|73.78\|-4.86\|72.04\|78.09\|72.04\|58831;2026-06-09\|78.80\|6.80\|75.73\|79.52\|74.13\|52234;2026-06-10\|82.07\|4.15\|77.00\|83.35\|77.00\|79136;2026-06-11\|88.50\|7.83\|81.00\|89.77\|81.00\|115740;2026-06-12\|84.69\|-4.31\|91.18\|92.70\|83.86\|110660;2026-06-15\|92.31\|9.00\|84.90\|92.31\|84.52\|88249;2026-06-16\|90.93\|-1.50\|91.80\|92.10\|88.86\|77155;2026-06-17\|97.33\|7.04\|88.50\|99.58\|88.28\|91282;2026-06-18\|103.36\|6.20\|97.30\|106.87\|94.50\|102873;2026-06-22\|100.61\|-2.66\|107.11\|107.28\|97.00\|92281;2026-06-23\|95.06\|-5.52\|99.81\|102.80\|93.33\|84794;2026-06-24\|96.28\|1.28\|95.50\|97.26\|91.70\|80097;2026-06-25\|94.10\|-2.26\|97.51\|97.70\|92.18\|83702;2026-06-26\|95.96\|1.98\|92.07\|98.89\|91.28\|92166;2026-06-29\|88.95\|-7.31\|96.79\|99.80\|84.33\|130595;2026-06-30\|91.80\|3.20\|88.00\|93.13\|87.31\|77061;2026-07-01\|93.90\|2.29\|92.50\|99.00\|91.00\|87587;2026-07-02\|92.36\|-1.64\|90.00\|98.49\|87.96\|83594;2026-07-03\|88.11\|-4.60\|91.97\|95.88\|88.00\|79366;2026-07-06\|93.39\|5.99\|89.40\|97.79\|86.00\|105373;2026-07-07\|92.47\|-0.99\|92.00\|96.80\|89.40\|84962;2026-07-08\|92.44\|-0.03\|92.53\|96.60\|85.78\|88892;2026-07-09\|98.11\|6.13\|94.03\|98.65\|88.23\|93536;2026-07-10\|88.50\|-9.80\|98.44\|105.25\|88.50\|124878;2026-07-13\|80.00\|-9.60\|86.63\|90.88\|79.96\|87379;2026-07-14\|80.30\|0.38\|80.40\|81.99\|75.07\|72477;2026-07-15\|75.30\|-6.23\|80.85\|82.35\|74.63\|52693;2026-07-16\|70.82\|-5.95\|73.00\|76.30\|70.19\|62632;2026-07-17\|62.13\|-12.27\|71.40\|71.79\|62.12\|73534;2026-07-20\|58.10\|-6.49\|64.65\|66.89\|56.40\|90696;2026-07-21\|64.29\|10.65\|59.05\|64.50\|52.33\|84658;2026-07-22\|62.63\|-2.58\|62.53\|66.00\|62.01\|72211;2026-07-23\|60.83\|-2.87\|63.44\|63.66\|60.00\|43371;2026-07-24\|59.95\|-1.45\|60.41\|61.89\|59.01\|36965;2026-07-27\|61.91\|3.27\|59.53\|62.00\|57.75\|43196;2026-07-28\|57.87\|-6.53\|60.17\|62.80\|57.21\|42313;2026-07-29\|56.29\|-2.73\|57.47\|59.01\|52.88\|67797;2026-07-30\|52.70\|-6.38\|56.07\|56.34\|52.00\|55721;2026-07-31\|54.21\|2.87\|57.00\|59.09\|54.05\|62754;2026-08-03\|52.54\|-3.08\|54.20\|55.43\|52.16\|51506;2026-08-04\|56.35\|7.25\|53.50\|56.98\|52.73\|47265;2026-08-05\|60.03\|6.53\|56.56\|60.88\|56.01\|56669;2026-08-06\|61.00\|1.62\|58.90\|61.80\|58.46\|48612;2026-08-07\|64.40\|5.57\|61.00\|64.88\|59.80\|61976;2026-08-10\|63.58\|-1.27\|64.76\|65.32\|62.07\|58475;2026-08-11\|61.20\|-3.74\|63.15\|63.50\|59.99\|55214;2026-08-12\|62.18\|1.60\|62.00\|63.26\|61.02\|45602;2026-08-13\|61.96\|-0.35\|63.22\|64.64\|61.85\|65211;2026-08-14\|65.69\|6.02\|63.70\|67.58\|63.70\|89996;2026-08-17\|75.15\|14.40\|65.99\|78.83\|65.72\|138899;2026-08-18\|71.65\|-4.66\|74.42\|77.20\|70.35\|119127;2026-08-19\|65.26\|-8.92\|70.00\|71.10\|64.90\|82031;2026-08-20\|65.74\|0.74\|67.62\|68.00\|64.29\|58454;2026-08-21\|66.36\|0.94\|65.01\|67.48\|63.35\|59626;2026-08-24\|65.10\|-1.90\|66.90\|67.12\|63.30\|61756;2026-08-25\|64.56\|-0.83\|63.90\|65.50\|61.60\|45580;2026-08-26\|64.22\|-0.53\|64.58\|65.50\|62.72\|39466;2026-08-27\|68.51\|6.68\|64.84\|69.19\|64.00\|66905;2026-08-28\|68.70\|0.28\|68.00\|72.65\|67.40\|72925;2026-08-31\|69.75\|1.53\|67.60\|72.10\|67.48\|88419;2026-09-01\|67.44\|-3.31\|71.00\|71.00\|66.42\|65747;2026-09-02\|65.31\|-3.16\|66.34\|66.79\|64.64\|42547;2026-09-03\|66.97\|2.54\|65.97\|68.15\|64.40\|52261;2026-09-04\|63.67\|-4.93\|67.50\|68.86\|62.90\|59152;2026-09-07\|69.06\|8.47\|65.00\|70.33\|64.47\|7718500
126536		商业航天+重组+半导体设备 1、据2026年5月11日公告，公司拟收购的春晖仪表在商业航天领域产品主要为低轨卫星用的卫星解除装置，已处于小批量供货阶段，仅目前申请的星座计划市场空间预计约6.5亿元。 2、据2026年5月11日及5月13日公告，公司发行股份及支付现金购买春晖仪表61.3106%股份事项，已获深交所恢复审核，本次重组将拓宽公司主营业务范围。 3、据2026年5月11日公告，标的公司半导体热盘用铠装加热器应用于晶圆薄膜沉积、芯片封装键合等工艺，已实现向江苏先锋精密科技股份有限公司、爱利彼半导体设备上海有限公司等小批量供货。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-04-29\|29.23\|2.42\|28.96\|29.95\|28.08\|141389;2026-04-30\|28.44\|-2.70\|29.51\|29.51\|28.07\|102237;2026-05-06\|29.41\|3.41\|28.80\|30.25\|28.25\|118537;2026-05-07\|31.36\|6.63\|29.73\|32.35\|29.73\|155852;2026-05-08\|32.75\|4.43\|31.00\|33.00\|30.78\|176862;2026-05-11\|34.29\|4.70\|36.02\|36.50\|33.85\|305725;2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295;2026-07-13\|35.18\|-16.20\|41.25\|41.48\|34.99\|156089;2026-07-14\|33.93\|-3.55\|35.51\|35.92\|32.14\|98116;2026-07-15\|32.68\|-3.68\|34.53\|34.63\|32.20\|85751;2026-07-16\|30.55\|-6.52\|32.34\|33.25\|30.00\|93714;2026-07-17\|26.83\|-12.18\|30.06\|30.25\|26.64\|111892;2026-07-20\|22.86\|-14.80\|27.37\|27.58\|22.20\|175436;2026-07-21\|24.72\|8.14\|23.32\|24.74\|19.36\|191654;2026-07-22\|23.50\|-4.94\|24.29\|25.05\|23.15\|133518;2026-07-23\|24.19\|2.94\|23.74\|26.50\|23.73\|165088;2026-07-24\|23.01\|-4.88\|23.97\|24.05\|22.50\|122997;2026-07-27\|24.41\|6.08\|23.03\|24.50\|22.35\|101089;2026-07-28\|22.86\|-6.35\|24.20\|24.40\|22.60\|89363;2026-07-29\|22.67\|-0.83\|23.27\|24.80\|21.84\|167990;2026-07-30\|19.88\|-12.31\|22.27\|22.54\|19.82\|159016;2026-07-31\|21.94\|10.36\|21.30\|23.33\|21.00\|200878;2026-08-03\|22.35\|1.87\|21.78\|23.05\|21.58\|119486;2026-08-04\|25.10\|12.30\|23.01\|25.38\|22.35\|164858;2026-08-05\|26.54\|5.74\|24.90\|26.97\|24.59\|149465;2026-08-06\|26.80\|0.98\|26.16\|27.41\|25.61\|110536;2026-08-07\|28.07\|4.74\|27.20\|28.34\|25.80\|124889;2026-08-10\|28.20\|0.46\|29.01\|29.97\|27.58\|136278;2026-08-11\|27.81\|-1.38\|27.91\|28.80\|27.48\|98722;2026-08-12\|28.17\|1.29\|27.72\|28.70\|27.56\|86594;2026-08-13\|28.30\|0.46\|30.31\|32.15\|28.29\|196135;2026-08-14\|28.67\|1.31\|28.80\|29.50\|28.11\|123893;2026-08-17\|33.20\|15.80\|28.76\|34.08\|28.68\|225617;2026-08-18\|34.23\|3.10\|33.78\|34.54\|31.74\|195267;2026-08-19\|29.90\|-12.65\|33.50\|33.60\|29.55\|164314;2026-08-20\|31.00\|3.68\|30.17\|32.40\|29.38\|146786;2026-08-21\|30.78\|-0.71\|30.71\|31.74\|30.40\|92718;2026-08-24\|29.33\|-4.71\|30.78\|30.98\|28.56\|121009;2026-08-25\|32.27\|10.02\|30.65\|32.93\|29.68\|195646;2026-08-26\|31.65\|-1.92\|32.85\|33.17\|31.20\|123457;2026-08-27\|32.78\|3.57\|31.34\|33.03\|31.16\|114179;2026-08-28\|31.64\|-3.48\|32.64\|32.89\|31.50\|81820;2026-08-31\|32.92\|4.05\|30.95\|33.25\|30.37\|95530;2026-09-01\|32.49\|-1.31\|32.93\|33.32\|32.42\|84706;2026-09-02\|33.70\|3.72\|32.17\|34.49\|31.36\|128925;2026-09-03\|34.11\|1.22\|33.80\|34.78\|33.21\|123288;2026-09-04\|35.50\|4.08\|35.00\|36.60\|34.33\|189169;2026-09-07\|37.45\|5.49\|37.18\|38.20\|36.30\|185173
126535		拟重大资产重组+复牌+真空镀膜设备+环境监测 1、据2026年8月8日公告，公司拟通过发行股份及支付现金方式购买苏州岚创科技有限公司控股权，并募集配套资金，该交易预计构成重大资产重组。公司股票于8月10日开市起复牌。 2、据2026年8月8日公告，标的公司岚创科技专注于高性能真空镀膜设备，聚焦精密光学薄膜沉积领域，是国内少数在超窄带薄膜滤光片领域实现商业化量产的设备厂商，产品广泛应用于光通信、工业激光等领域。 3、据2025年年度报告，公司主营业务为高端分析测量仪器研制，涵盖环境监测、气象观测等领域，拥有国家级企业技术中心等创新平台，掌握自主知识产权核心技术。	公司拟购岚创科技控股权，押注光学元件	2026-04-29\|23.56\|0.21\|23.40\|23.84\|23.25\|37180;2026-04-30\|24.08\|2.21\|23.50\|24.20\|23.37\|36663;2026-05-06\|24.00\|-0.33\|24.08\|24.38\|23.88\|46067;2026-05-07\|24.21\|0.88\|24.08\|24.34\|23.74\|49153;2026-05-08\|24.95\|3.06\|24.16\|25.20\|24.10\|63549;2026-05-11\|27.97\|12.10\|25.77\|28.98\|25.25\|277945;2026-05-12\|27.58\|-1.39\|27.97\|28.26\|26.50\|145570;2026-05-13\|27.55\|-0.11\|27.44\|28.16\|26.85\|129671;2026-05-14\|26.15\|-5.08\|27.54\|27.86\|26.05\|87039;2026-05-15\|26.25\|0.38\|26.15\|27.32\|25.71\|91810;2026-05-18\|26.23\|-0.08\|26.24\|26.56\|25.15\|81102;2026-05-19\|26.52\|1.11\|26.14\|26.98\|26.00\|65144;2026-05-20\|26.01\|-1.92\|26.40\|26.84\|25.96\|70590;2026-05-21\|24.98\|-3.96\|26.01\|26.70\|24.95\|80885;2026-05-22\|25.95\|3.88\|25.07\|26.35\|24.85\|75610;2026-05-25\|26.10\|0.58\|25.96\|26.40\|25.32\|60327;2026-05-26\|25.32\|-2.99\|26.00\|26.11\|24.73\|51748;2026-05-27\|24.05\|-5.02\|25.15\|25.49\|23.80\|51482;2026-05-28\|24.38\|1.37\|23.95\|24.65\|23.64\|44992;2026-05-29\|22.89\|-6.11\|24.38\|24.49\|22.69\|73533;2026-06-01\|22.86\|-0.13\|22.84\|23.47\|22.52\|40249;2026-06-02\|22.44\|-1.84\|22.87\|23.14\|21.82\|37666;2026-06-03\|22.78\|1.52\|22.44\|23.39\|22.03\|55506;2026-06-04\|22.68\|-0.44\|22.72\|22.90\|22.24\|38469;2026-06-05\|22.67\|-0.04\|22.50\|23.33\|21.89\|55822;2026-06-08\|22.15\|-2.29\|22.03\|22.74\|21.86\|61946;2026-06-09\|22.78\|2.84\|22.49\|23.09\|22.11\|41253;2026-06-10\|21.59\|-5.22\|22.50\|23.25\|21.48\|68076;2026-06-11\|21.16\|-1.99\|21.73\|21.82\|20.85\|51214;2026-06-12\|20.99\|-0.80\|21.52\|21.98\|20.88\|42814;2026-06-15\|22.00\|4.81\|21.16\|22.39\|20.82\|49763;2026-06-16\|22.44\|2.00\|21.93\|22.65\|21.75\|44701;2026-06-17\|21.98\|-2.05\|22.18\|22.36\|21.85\|36399;2026-06-18\|21.57\|-1.87\|21.76\|22.38\|21.40\|87720;2026-06-22\|21.27\|-1.39\|21.38\|21.74\|20.52\|67214;2026-06-23\|21.25\|-0.09\|21.08\|21.76\|20.91\|36758;2026-06-24\|20.42\|-3.91\|21.10\|21.17\|20.23\|46640;2026-06-25\|20.05\|-1.81\|20.42\|20.58\|19.53\|48006;2026-06-26\|19.54\|-2.54\|19.75\|20.31\|19.43\|42286;2026-06-29\|20.40\|4.40\|19.31\|21.20\|19.17\|68410;2026-06-30\|20.84\|2.16\|20.25\|21.08\|20.16\|58352;2026-07-01\|20.80\|-0.19\|20.60\|21.07\|20.51\|39318;2026-07-02\|20.16\|-3.08\|20.52\|21.05\|19.98\|48525;2026-07-03\|20.02\|-0.69\|20.00\|20.47\|19.88\|39402;2026-07-06\|19.08\|-4.70\|20.00\|20.36\|19.04\|41190;2026-07-07\|18.45\|-3.30\|19.06\|19.26\|18.43\|31427;2026-07-08\|18.08\|-2.01\|18.45\|18.55\|17.88\|27566;2026-07-09\|18.63\|3.04\|18.03\|18.68\|17.42\|42517;2026-07-10\|18.85\|1.18\|18.48\|19.68\|18.48\|43432;2026-07-13\|17.11\|-9.23\|18.67\|18.93\|17.00\|49891;2026-07-14\|16.89\|-1.29\|17.09\|17.38\|16.46\|41745;2026-07-15\|16.95\|0.36\|16.89\|17.36\|16.64\|30266;2026-07-16\|16.78\|-1.00\|16.95\|17.36\|16.56\|31937;2026-07-17\|15.59\|-7.09\|16.77\|16.84\|15.54\|66836;2026-07-20\|15.23\|-2.31\|15.93\|16.26\|15.08\|53650;2026-07-21\|15.32\|0.59\|15.31\|15.48\|14.00\|55430;2026-07-22\|16.10\|5.09\|15.28\|16.35\|15.04\|78182;2026-07-23\|17.88\|11.06\|16.10\|18.17\|16.01\|92216;2026-07-24\|19.01\|6.32\|17.90\|19.79\|17.51\|173536;2026-08-10\|22.81\|19.99\|22.81\|22.81\|22.81\|8805;2026-08-11\|27.37\|19.99\|27.37\|27.37\|27.37\|6242;2026-08-12\|32.84\|19.99\|32.84\|32.84\|32.84\|20765;2026-08-13\|39.41\|20.01\|39.41\|39.41\|39.41\|104075;2026-08-14\|47.29\|19.99\|45.00\|47.29\|41.46\|782883;2026-08-17\|54.77\|15.82\|49.20\|55.88\|48.50\|437900;2026-08-18\|56.50\|3.16\|55.81\|58.80\|53.40\|388532;2026-08-24\|55.10\|-2.48\|55.34\|57.60\|52.23\|332955;2026-08-25\|53.40\|-3.09\|54.30\|55.66\|52.61\|249489;2026-08-26\|51.80\|-3.00\|54.34\|54.35\|50.44\|248438;2026-08-27\|54.40\|5.02\|52.65\|55.50\|51.98\|317604;2026-08-28\|50.91\|-6.42\|52.52\|52.99\|49.90\|293839;2026-08-31\|50.33\|-1.14\|48.10\|50.98\|47.78\|161561;2026-09-01\|51.43\|2.19\|50.50\|52.18\|49.52\|178069;2026-09-02\|51.07\|-0.70\|51.43\|52.88\|50.52\|165434;2026-09-03\|45.80\|-10.32\|51.09\|51.80\|44.10\|290342;2026-09-04\|46.45\|1.42\|46.00\|48.16\|45.58\|171914;2026-09-07\|50.39\|8.48\|47.70\|50.41\|47.00\|190474
126534	SK海力士将投资384亿美元建设晶圆厂	EDA+半导体IP+并购重组获批 1、据2026年6月27日公告，公司发行股份及支付现金购买锐成芯微100%股权及纳能微45.64%股权事项，已获得中国证监会同意注册批复。 2、据2026年6月27日重组报告书，本次交易将助力公司打造国内首家EDA与IP深度协同的领军企业，实现从“EDA工具提供商”向“EDA+IP一站式综合解决方案平台”的转型。 3、据2025年年报，公司主营业务为向全球领先集成电路企业提供EDA全流程解决方案，通过“内生研发+外延并购”模式推进EDA+IP协同发展。	公司向全球领先集成电路企业提供EDA全流程解决方案，拟购买锐成芯微100%股权及纳能微45.64%股权，标的公司锐成芯微的模拟及数模混合IP排名中国第一、全球第四，存储IP获得了三家全球前十大芯片设计公司的认可和采用	2026-04-29\|33.39\|-0.54\|33.86\|33.86\|32.61\|37249;2026-04-30\|34.01\|1.86\|32.68\|34.72\|32.30\|69249;2026-05-06\|34.05\|0.12\|34.70\|35.37\|33.97\|73721;2026-05-07\|35.33\|3.76\|34.05\|35.68\|33.81\|105618;2026-05-08\|34.55\|-2.21\|35.00\|35.25\|34.31\|56734;2026-05-11\|35.95\|4.05\|34.90\|36.48\|34.23\|101892;2026-05-12\|36.42\|1.31\|35.58\|37.63\|35.32\|104324;2026-05-13\|36.84\|1.15\|35.81\|37.12\|35.01\|87919;2026-05-14\|36.05\|-2.14\|37.00\|37.42\|36.05\|80257;2026-05-15\|36.20\|0.42\|35.72\|36.82\|34.77\|94332;2026-05-18\|35.81\|-1.08\|35.96\|36.72\|35.40\|71465;2026-05-19\|35.17\|-1.79\|35.50\|35.85\|34.43\|99210;2026-05-20\|39.70\|12.88\|34.80\|39.70\|34.70\|200963;2026-05-21\|39.02\|-1.71\|43.00\|44.48\|39.00\|300436;2026-05-22\|39.89\|2.23\|38.92\|41.93\|38.90\|201255;2026-05-25\|45.15\|13.19\|39.74\|47.28\|37.56\|338366;2026-05-26\|45.04\|-0.24\|46.84\|47.55\|42.02\|348520;2026-05-27\|40.75\|-9.52\|42.88\|43.00\|39.01\|286384;2026-05-28\|41.90\|2.82\|40.00\|42.48\|38.52\|172981;2026-05-29\|38.37\|-8.42\|42.00\|42.03\|37.50\|162114;2026-06-01\|36.20\|-5.66\|38.30\|38.98\|36.18\|109632;2026-06-02\|36.20\|0.00\|36.63\|37.50\|35.88\|89512;2026-06-03\|36.77\|1.57\|36.11\|37.89\|36.01\|99828;2026-06-04\|39.00\|6.06\|36.80\|40.55\|36.53\|142376;2026-06-05\|38.77\|-0.59\|38.61\|40.45\|37.87\|106017;2026-06-08\|39.88\|2.86\|37.11\|40.50\|36.70\|109809;2026-06-09\|40.78\|2.26\|39.88\|40.95\|39.65\|94050;2026-06-10\|38.93\|-4.54\|40.01\|42.35\|38.54\|111249;2026-06-11\|40.08\|2.95\|39.00\|43.22\|39.00\|153922;2026-06-12\|38.35\|-4.32\|41.21\|41.44\|37.83\|145192;2026-06-15\|39.12\|2.01\|38.21\|39.45\|37.53\|102542;2026-06-16\|37.52\|-4.09\|39.00\|39.26\|37.37\|108809;2026-06-17\|39.00\|3.94\|37.13\|39.27\|36.89\|106960;2026-06-18\|38.40\|-1.54\|38.80\|39.49\|38.09\|85108;2026-06-22\|37.03\|-3.57\|38.36\|38.72\|36.01\|106600;2026-06-23\|36.97\|-0.16\|37.00\|38.78\|35.66\|88634;2026-06-24\|39.78\|7.60\|36.88\|41.80\|36.04\|143863;2026-06-25\|39.13\|-1.63\|39.80\|40.18\|38.50\|109292;2026-06-26\|40.39\|3.22\|38.78\|41.43\|37.20\|153538;2026-06-29\|42.43\|5.05\|41.00\|42.74\|39.39\|184844;2026-06-30\|44.37\|4.57\|43.21\|44.65\|41.00\|198526;2026-07-01\|48.20\|8.63\|43.61\|49.59\|43.10\|216037;2026-07-02\|43.04\|-10.71\|46.20\|46.80\|42.45\|156401;2026-07-03\|40.63\|-5.60\|42.01\|42.94\|40.55\|119029;2026-07-06\|48.76\|20.01\|42.47\|48.76\|42.47\|243507;2026-07-07\|49.20\|0.90\|49.95\|50.19\|46.90\|236591;2026-07-08\|47.20\|-4.07\|48.95\|49.21\|44.02\|176359;2026-07-09\|53.00\|12.29\|47.98\|53.22\|46.50\|250321;2026-07-10\|47.16\|-11.02\|52.83\|54.83\|47.00\|248137;2026-07-13\|51.91\|10.07\|45.27\|53.99\|45.27\|262280;2026-07-14\|50.00\|-3.68\|52.18\|53.23\|47.81\|187210;2026-07-15\|46.15\|-7.64\|49.47\|49.77\|44.63\|160450;2026-07-16\|43.42\|-5.92\|44.59\|46.99\|43.07\|139416;2026-07-17\|38.45\|-11.45\|42.81\|43.35\|38.18\|139012;2026-07-20\|34.75\|-9.62\|38.81\|39.77\|33.00\|176964;2026-07-21\|37.10\|6.76\|34.86\|37.33\|33.02\|142801;2026-07-22\|36.29\|-2.18\|36.62\|37.56\|35.80\|117604;2026-07-23\|34.00\|-6.31\|36.29\|36.68\|33.41\|103438;2026-07-24\|34.18\|0.53\|33.44\|34.84\|33.23\|78390;2026-07-27\|34.80\|1.81\|33.51\|34.80\|32.65\|66071;2026-07-28\|32.40\|-6.90\|33.90\|34.68\|32.11\|71496;2026-07-29\|32.46\|0.19\|32.39\|32.86\|30.70\|75140;2026-07-30\|30.63\|-5.64\|32.12\|32.68\|29.90\|63332;2026-07-31\|31.80\|3.82\|32.51\|33.51\|31.71\|83256;2026-08-03\|31.61\|-0.60\|31.80\|32.18\|30.84\|55819;2026-08-04\|32.55\|2.97\|33.00\|33.65\|31.80\|68799;2026-08-05\|34.20\|5.07\|32.65\|34.72\|32.42\|79185;2026-08-06\|34.29\|0.26\|33.53\|34.60\|33.00\|70584;2026-08-07\|36.14\|5.40\|34.39\|37.36\|33.63\|110518;2026-08-10\|35.16\|-2.71\|36.16\|36.35\|34.70\|64510;2026-08-11\|36.11\|2.70\|36.50\|37.38\|35.81\|97389;2026-08-12\|36.77\|1.83\|36.03\|38.00\|36.02\|82161;2026-08-13\|35.38\|-3.78\|37.24\|37.24\|35.35\|69041;2026-08-14\|35.72\|0.96\|36.04\|36.50\|34.85\|56354;2026-08-17\|41.57\|16.38\|35.85\|41.80\|35.65\|163369;2026-08-18\|41.90\|0.79\|41.57\|42.18\|40.40\|97854;2026-08-19\|39.71\|-5.23\|41.07\|42.95\|39.60\|98073;2026-08-20\|39.08\|-1.59\|40.62\|40.90\|38.40\|77209;2026-08-21\|43.30\|10.80\|39.18\|43.80\|38.81\|158123;2026-08-24\|41.29\|-4.64\|43.21\|44.51\|39.91\|106495;2026-08-25\|41.42\|0.31\|40.82\|41.61\|39.40\|73146;2026-08-26\|42.30\|2.12\|41.40\|44.25\|41.37\|100630;2026-08-27\|43.76\|3.45\|42.00\|44.40\|42.00\|100021;2026-08-28\|44.52\|1.74\|43.40\|45.30\|43.30\|88285;2026-08-31\|44.44\|-0.18\|43.50\|44.88\|42.78\|74787;2026-09-01\|41.31\|-7.04\|44.88\|45.54\|40.50\|139521;2026-09-02\|41.50\|0.46\|41.04\|41.80\|40.46\|64315;2026-09-03\|41.35\|-0.36\|41.82\|42.36\|40.30\|59741;2026-09-04\|39.62\|-4.18\|41.99\|42.20\|39.02\|71564;2026-09-07\|40.00\|0.96\|40.66\|42.27\|39.08\|12507198
126533	SK海力士将投资384亿美元建设晶圆厂	MCU+存储芯片+业绩增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月5日互动易，公司首款存储产品CMS25Q40A已量产回货并实现销售出货，该产品为4M bit SPI NOR Flash，具有低成本、低功耗等优势。 2、据2026年6月16日机构调研，公司供应仍处于相对紧张状态，此轮供不应求源于下游算力、AI等需求迅速增长与产能挤占间的矛盾；据2026年6月9日互动易，公司当前各业务产能较紧张。 3、据2026年6月16日机构调研，公司实施“MCU+”战略，在坚持以MCU为核，持续改善8位MCU产品、快速丰富32位MCU品类的前提下，开辟储存、电源、通信产线，寻求业绩增长的第二、第三曲线，目的是快速做大做强公司。 4、据2026年4月24日一季报，公司一季度营收3.25亿元，同比增长57.47%，归母净利润5124.84万元，同比增长48.89%，主要系出货量提升和产品价格上涨所致。	公司MCU、Nor flash等产品涨价15%~50%	2026-04-29\|45.91\|-0.04\|45.47\|46.19\|45.02\|73181;2026-04-30\|47.89\|4.31\|45.92\|48.16\|45.80\|120169;2026-05-06\|49.31\|2.97\|49.00\|50.84\|48.69\|179297;2026-05-07\|50.55\|2.51\|49.58\|51.00\|49.49\|138806;2026-05-08\|49.44\|-2.20\|49.50\|49.85\|48.65\|116335;2026-05-11\|51.31\|3.78\|50.60\|52.21\|50.19\|173029;2026-05-12\|49.80\|-2.94\|51.01\|51.30\|49.01\|118886;2026-05-13\|53.08\|6.59\|50.15\|53.53\|48.92\|199018;2026-05-14\|50.50\|-4.86\|53.00\|53.00\|50.50\|143731;2026-05-15\|51.41\|1.80\|50.40\|53.70\|48.68\|176838;2026-05-18\|51.19\|-0.43\|51.41\|53.68\|50.48\|145296;2026-05-19\|52.20\|1.97\|50.10\|52.20\|49.05\|134944;2026-05-20\|55.29\|5.92\|51.21\|55.99\|51.19\|237090;2026-05-21\|50.72\|-8.27\|56.01\|56.37\|50.26\|224044;2026-05-22\|50.52\|-0.39\|51.09\|51.58\|49.61\|154263;2026-05-25\|52.49\|4.52\|50.00\|52.66\|48.60\|170721;2026-05-26\|48.54\|-7.53\|52.05\|52.07\|47.38\|169222;2026-05-27\|46.81\|-3.56\|49.30\|49.89\|46.81\|121018;2026-05-28\|48.48\|3.57\|46.31\|48.87\|46.01\|118965;2026-05-29\|46.00\|-5.12\|48.75\|48.86\|44.80\|131715;2026-06-01\|43.01\|-6.50\|45.92\|45.92\|42.90\|90708;2026-06-02\|43.06\|0.12\|43.01\|43.75\|41.88\|73517;2026-06-03\|45.68\|6.08\|43.29\|47.38\|43.29\|142649;2026-06-04\|45.40\|-0.61\|45.18\|46.01\|44.76\|76394;2026-06-05\|43.52\|-4.14\|44.60\|44.99\|43.40\|78938;2026-06-08\|40.77\|-6.32\|41.29\|42.62\|40.30\|74865;2026-06-09\|43.46\|6.60\|41.80\|43.55\|41.07\|74472;2026-06-10\|44.05\|1.36\|42.50\|45.48\|42.43\|82350;2026-06-11\|48.03\|9.04\|44.09\|49.50\|44.09\|188681;2026-06-12\|45.88\|-4.48\|48.51\|49.19\|45.20\|147697;2026-06-15\|46.92\|2.27\|46.55\|46.98\|45.01\|119058;2026-06-16\|47.14\|0.47\|47.50\|47.95\|46.50\|116999;2026-06-17\|48.81\|3.54\|46.80\|49.28\|46.60\|131305;2026-06-18\|49.68\|1.78\|48.72\|50.00\|48.30\|124730;2026-06-22\|49.92\|0.48\|49.70\|50.65\|48.35\|144154;2026-06-23\|50.41\|0.98\|49.00\|51.97\|47.88\|159970;2026-06-24\|51.45\|2.06\|50.00\|51.59\|49.20\|142131;2026-06-25\|61.74\|20.00\|53.92\|61.74\|53.00\|244486;2026-06-26\|62.50\|1.23\|64.48\|66.90\|60.94\|396081;2026-06-29\|62.19\|-0.50\|61.73\|63.90\|57.10\|305729;2026-06-30\|65.91\|5.98\|62.01\|66.03\|60.33\|276594;2026-07-01\|63.01\|-4.40\|65.67\|66.98\|62.01\|243154;2026-07-02\|59.40\|-5.73\|59.46\|62.70\|58.22\|176962;2026-07-03\|57.91\|-2.51\|59.00\|60.20\|56.80\|160091;2026-07-06\|62.78\|8.41\|58.50\|64.00\|56.50\|229963;2026-07-07\|61.36\|-2.26\|61.50\|63.56\|60.20\|149453;2026-07-08\|59.78\|-2.58\|61.36\|62.76\|57.65\|143193;2026-07-09\|62.86\|5.15\|61.00\|62.88\|58.58\|173057;2026-07-10\|58.03\|-7.68\|63.00\|65.65\|58.00\|230598;2026-07-13\|56.04\|-3.43\|57.17\|59.85\|55.25\|165857;2026-07-14\|54.61\|-2.55\|55.86\|56.49\|51.35\|160330;2026-07-15\|49.84\|-8.73\|55.46\|55.73\|49.40\|141832;2026-07-16\|45.50\|-8.71\|48.61\|49.80\|44.88\|124722;2026-07-17\|39.51\|-13.16\|45.30\|45.50\|39.40\|161375;2026-07-20\|35.92\|-9.09\|40.51\|41.17\|34.38\|185589;2026-07-21\|38.75\|7.88\|36.35\|38.85\|32.80\|238396;2026-07-22\|39.30\|1.42\|37.96\|41.39\|37.88\|211888;2026-07-23\|39.20\|-0.25\|41.20\|42.78\|39.00\|183988;2026-07-24\|38.23\|-2.47\|38.00\|39.32\|37.60\|136864;2026-07-27\|38.78\|1.44\|38.38\|38.85\|36.18\|132471;2026-07-28\|35.95\|-7.30\|37.21\|38.48\|35.56\|119358;2026-07-29\|36.80\|2.36\|36.17\|37.10\|34.12\|124633;2026-07-30\|34.33\|-6.71\|36.12\|36.49\|33.71\|120470;2026-07-31\|35.27\|2.74\|37.18\|37.76\|35.25\|150252;2026-08-03\|34.57\|-1.98\|35.20\|35.63\|34.34\|87375;2026-08-04\|36.67\|6.07\|34.99\|37.09\|34.68\|102386;2026-08-05\|38.84\|5.92\|36.68\|39.68\|36.48\|149244;2026-08-06\|39.11\|0.70\|37.73\|39.58\|37.50\|131210;2026-08-07\|40.30\|3.04\|39.00\|40.58\|38.33\|133493;2026-08-10\|40.10\|-0.50\|40.55\|40.55\|39.11\|93700;2026-08-11\|39.69\|-1.02\|39.75\|40.67\|39.50\|83957;2026-08-12\|40.39\|1.76\|40.16\|40.66\|39.81\|80185;2026-08-13\|39.34\|-2.60\|41.03\|41.28\|39.23\|104732;2026-08-14\|40.28\|2.39\|39.82\|40.37\|39.45\|83165;2026-08-17\|47.05\|16.81\|42.03\|47.46\|42.03\|295759;2026-08-18\|46.75\|-0.64\|46.98\|48.50\|45.58\|229202;2026-08-19\|43.08\|-7.85\|45.35\|46.75\|42.80\|178277;2026-08-20\|42.51\|-1.32\|44.20\|44.33\|42.05\|134700;2026-08-21\|42.08\|-1.01\|42.53\|43.10\|41.60\|116721;2026-08-24\|41.49\|-1.40\|42.28\|42.93\|40.21\|133232;2026-08-25\|41.40\|-0.22\|40.70\|42.05\|39.58\|107527;2026-08-26\|40.46\|-2.27\|41.48\|41.68\|39.75\|93047;2026-08-27\|41.96\|3.71\|40.46\|42.16\|40.25\|126741;2026-08-28\|40.89\|-2.55\|41.45\|41.98\|40.87\|100603;2026-08-31\|41.28\|0.95\|39.80\|41.30\|39.19\|134620;2026-09-01\|40.18\|-2.66\|41.02\|41.20\|39.78\|90811;2026-09-02\|39.28\|-2.24\|39.58\|39.77\|39.05\|61953;2026-09-03\|39.36\|0.20\|39.57\|39.97\|38.73\|66115;2026-09-04\|38.34\|-2.59\|39.65\|40.11\|37.95\|86419;2026-09-07\|39.05\|1.85\|38.91\|39.45\|38.64\|6680253
126532	南亚向客户发出涨价函	涨停揭秘：子公司已批量出货HDI电路板，适配英伟达GB200服务器主板；受益于GTC大会后AI算力基建加速，HDI板需求爆发；涨停缘由：GB200服务器采用高密度互连架构，单台HDI用量较上代提升3倍；公司已通过英伟达二级供应商认证并实现稳定交付；资金逻辑：主力资金近5日净流入3439万元，PCB板块受AI硬件链带动领涨，HDI细分方向获资金高度聚焦；风险提示：HDI业务占比尚低，2025年营收中HDI相关收入不足8%；客户集中度高，前五大客户占比达67.3%	公司主营业务为生产单 / 双面、高多层刚性板，涵盖普通板、厚铜板、高频高速板等，主打汽车 PCB 市场，尤其在新能源汽车 PCB 领域优势显著，产品广泛应用于汽车电子、通信电子、工业控制等领域	2026-04-29\|42.25\|-4.39\|43.60\|45.15\|42.24\|120877;2026-04-30\|39.57\|-6.34\|41.30\|41.80\|39.51\|143120;2026-05-06\|40.63\|2.68\|40.14\|41.44\|39.66\|102656;2026-05-07\|42.16\|3.77\|40.51\|42.43\|39.85\|141686;2026-05-08\|31.37\|4.22\|29.80\|31.77\|29.53\|190916;2026-05-11\|30.75\|-1.98\|31.32\|31.76\|30.25\|152877;2026-05-12\|29.60\|-3.74\|30.58\|30.65\|29.11\|118668;2026-05-13\|30.09\|1.66\|29.36\|30.40\|29.21\|107388;2026-05-14\|28.12\|-6.55\|30.11\|30.28\|28.10\|132229;2026-05-15\|27.53\|-2.10\|28.17\|28.99\|27.30\|139872;2026-05-18\|27.45\|-0.29\|27.48\|27.75\|27.00\|82646;2026-05-19\|27.39\|-0.22\|27.35\|27.50\|26.14\|96069;2026-05-20\|27.18\|-0.77\|27.10\|27.55\|26.77\|68567;2026-05-21\|26.22\|-3.53\|27.50\|28.35\|26.21\|119205;2026-05-22\|28.90\|10.22\|26.76\|29.28\|26.76\|170690;2026-05-25\|29.40\|1.73\|29.00\|30.55\|29.00\|176596;2026-05-26\|28.95\|-1.53\|29.26\|30.00\|28.33\|123769;2026-05-27\|27.51\|-4.97\|28.84\|28.99\|27.09\|123516;2026-05-28\|28.28\|2.80\|27.34\|28.62\|27.02\|115590;2026-05-29\|27.38\|-3.18\|28.38\|29.63\|27.13\|145610;2026-06-01\|27.82\|1.61\|27.47\|29.00\|27.00\|133145;2026-06-02\|29.80\|7.12\|27.70\|30.18\|27.56\|205792;2026-06-03\|29.56\|-0.81\|29.73\|31.29\|29.28\|297621;2026-06-04\|31.22\|5.62\|28.92\|31.22\|28.68\|234321;2026-06-05\|31.30\|0.26\|30.67\|32.01\|30.00\|245412;2026-06-08\|32.47\|3.74\|29.57\|32.78\|29.30\|248607;2026-06-09\|32.20\|-0.83\|32.48\|33.02\|31.00\|243451;2026-06-10\|26.87\|-16.55\|31.35\|31.35\|26.81\|236300;2026-06-11\|25.45\|-5.28\|26.09\|26.46\|25.01\|167409;2026-06-12\|25.30\|-0.59\|26.18\|27.20\|25.08\|151737;2026-06-15\|28.41\|12.29\|25.55\|28.82\|25.50\|205943;2026-06-16\|28.63\|0.77\|28.35\|29.00\|28.04\|138306;2026-06-17\|29.41\|2.72\|28.30\|30.12\|28.10\|149546;2026-06-18\|29.98\|1.94\|29.12\|30.09\|28.89\|139805;2026-06-22\|29.04\|-3.14\|30.01\|30.28\|28.08\|147352;2026-06-23\|27.45\|-5.48\|28.82\|28.82\|27.00\|112911;2026-06-24\|28.41\|3.50\|27.38\|28.70\|27.35\|143335;2026-06-25\|30.31\|6.69\|28.81\|31.17\|27.41\|220079;2026-06-26\|28.85\|-4.82\|30.31\|30.50\|27.63\|172156;2026-06-29\|27.48\|-4.75\|28.90\|29.75\|26.80\|142250;2026-06-30\|29.49\|7.31\|27.48\|29.69\|26.78\|142476;2026-07-01\|30.15\|2.24\|30.08\|30.68\|29.41\|153317;2026-07-02\|28.37\|-5.90\|29.50\|30.46\|28.29\|132750;2026-07-03\|30.07\|5.99\|28.45\|31.09\|27.91\|191284;2026-07-06\|30.78\|2.36\|30.12\|31.29\|28.66\|213594;2026-07-07\|31.68\|2.92\|30.23\|31.71\|30.00\|256395;2026-07-08\|26.73\|-15.62\|31.00\|31.16\|26.60\|226539;2026-07-09\|25.70\|-3.85\|26.98\|27.50\|24.00\|171207;2026-07-10\|25.48\|-0.86\|25.45\|26.30\|25.08\|115173;2026-07-13\|21.85\|-14.25\|25.02\|25.10\|21.81\|130154;2026-07-14\|22.32\|2.15\|21.65\|22.63\|21.29\|82031;2026-07-15\|21.40\|-4.12\|22.39\|22.56\|21.35\|62491;2026-07-16\|21.43\|0.14\|21.03\|21.98\|20.70\|61501;2026-07-17\|19.53\|-8.87\|21.20\|21.36\|19.44\|79634;2026-07-20\|17.36\|-11.11\|19.88\|19.95\|17.06\|99892;2026-07-21\|20.83\|19.99\|18.55\|20.83\|17.20\|145790;2026-07-22\|21.67\|4.03\|20.70\|23.13\|20.40\|159161;2026-07-23\|21.98\|1.43\|21.84\|22.45\|21.41\|102900;2026-07-24\|21.31\|-3.05\|21.88\|22.13\|21.30\|69733;2026-07-27\|23.09\|8.35\|21.10\|23.25\|21.10\|95226;2026-07-28\|22.20\|-3.85\|22.50\|23.08\|21.81\|79900;2026-07-29\|22.48\|1.26\|22.23\|22.52\|21.34\|74508;2026-07-30\|20.84\|-7.30\|22.01\|22.30\|20.61\|81551;2026-07-31\|21.10\|1.25\|22.18\|22.49\|21.08\|85297;2026-08-03\|20.84\|-1.23\|20.81\|21.21\|20.52\|49127;2026-08-04\|21.95\|5.33\|21.10\|21.97\|20.89\|66238;2026-08-05\|22.76\|3.69\|21.70\|23.25\|21.70\|82061;2026-08-06\|23.12\|1.58\|22.74\|23.49\|22.30\|79585;2026-08-07\|24.35\|5.32\|23.12\|24.38\|22.86\|110940;2026-08-10\|23.88\|-1.93\|24.35\|24.43\|23.45\|76506;2026-08-11\|23.80\|-0.34\|23.69\|24.25\|23.50\|56417;2026-08-12\|26.45\|11.13\|23.89\|27.60\|23.88\|200527;2026-08-13\|27.96\|5.71\|26.60\|29.16\|26.02\|247035;2026-08-14\|29.31\|4.83\|27.87\|29.50\|27.72\|221410;2026-08-17\|35.17\|19.99\|29.29\|35.17\|28.84\|345248;2026-08-18\|39.06\|11.06\|37.64\|42.00\|36.28\|500943;2026-08-19\|37.66\|-3.58\|39.00\|40.63\|37.37\|363744;2026-08-20\|36.71\|-2.52\|38.40\|38.83\|36.04\|270101;2026-08-21\|35.77\|-2.56\|36.58\|36.90\|35.23\|237238;2026-08-24\|33.48\|-6.40\|36.06\|36.09\|32.28\|214490;2026-08-25\|34.00\|1.55\|33.20\|34.54\|32.00\|186126;2026-08-26\|33.67\|-0.97\|33.81\|34.50\|32.55\|142931;2026-08-27\|34.78\|3.30\|33.70\|35.64\|33.70\|201951;2026-08-28\|33.88\|-2.59\|34.46\|35.85\|33.80\|162335;2026-08-31\|36.59\|8.00\|33.00\|36.86\|32.58\|219259;2026-09-01\|36.58\|-0.03\|36.65\|37.05\|35.52\|177847;2026-09-02\|36.15\|-1.18\|36.00\|37.18\|35.60\|124265;2026-09-03\|40.60\|12.31\|37.68\|41.13\|37.05\|288076;2026-09-04\|39.72\|-2.17\|40.60\|41.67\|39.05\|230319;2026-09-07\|40.93\|3.05\|40.26\|41.10\|39.50\|180565
126531		铬盐龙头+金属铬+SOFC+可转债获批行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月12日互动易，今年以来公司与BE供应链上主要合作伙伴不断深化合作，近期与该客户签订的具执行约束力的金属铬采购合同金额较其2025年采购金额增幅较高。 2、据2026年4月29日年报，公司是A股唯一以铬化学品为主业的上市公司，全球产能最大、市场份额最高、铬化合物产品线最齐全，2025年金属铬销量同比提升约54%，跃升至国内领先水平。 3、据国海证券2026年6月2日研报，固体氧化物燃料电池SOFC、燃气轮机、商业航天等共同驱动铬盐景气大周期，公司有望优先受益，维持“买入”评级。 4、据2026年6月3日公告，公司向不特定对象发行可转换公司债券申请获得上交所上市审核委员会审核通过。	公司为全球产能最大、产品线最全的铬化学品龙头，金属铬产品在高温合金、铜基、铝基特种合金、高端焊接材料、溅射靶材等领域广泛应用，高温合金是燃气轮机的主要材料，单质铬的添加量在15%~20%之间	2026-04-29\|35.55\|-0.08\|36.32\|37.65\|34.50\|437281;2026-04-30\|34.98\|-1.60\|36.50\|38.13\|34.70\|534704;2026-05-06\|37.00\|5.77\|35.68\|37.66\|35.11\|456117;2026-05-07\|40.70\|10.00\|37.05\|40.70\|36.41\|485881;2026-05-08\|39.85\|-2.09\|40.27\|40.66\|38.80\|405595;2026-05-11\|40.08\|0.58\|40.26\|41.38\|39.78\|301191;2026-05-12\|40.52\|1.10\|39.60\|41.99\|39.50\|326231;2026-05-13\|40.83\|0.77\|40.18\|41.50\|39.75\|296653;2026-05-14\|39.12\|-4.19\|40.60\|41.94\|39.10\|269394;2026-05-15\|39.46\|0.87\|39.77\|41.77\|38.85\|377541;2026-05-18\|39.17\|-0.73\|39.01\|41.37\|38.70\|312098;2026-05-19\|43.09\|10.01\|39.98\|43.09\|39.98\|466299;2026-05-20\|42.01\|-2.51\|43.31\|43.86\|40.72\|409892;2026-05-21\|42.56\|1.31\|42.01\|44.32\|42.01\|363462;2026-05-22\|45.00\|5.73\|43.02\|46.80\|43.02\|432529;2026-05-25\|46.00\|2.22\|44.80\|46.95\|44.20\|332538;2026-05-26\|41.40\|-10.00\|45.05\|45.15\|41.40\|414161;2026-05-27\|37.52\|-9.37\|41.32\|42.36\|37.26\|542072;2026-05-28\|38.96\|3.84\|37.44\|39.61\|36.10\|364119;2026-05-29\|35.06\|-10.01\|38.53\|38.99\|35.06\|381427;2026-06-01\|35.12\|0.17\|35.16\|37.76\|34.80\|376743;2026-06-02\|34.58\|-1.54\|35.20\|35.32\|33.01\|273902;2026-06-03\|34.95\|1.07\|34.58\|35.90\|34.32\|228576;2026-06-04\|38.45\|10.01\|34.31\|38.45\|34.14\|586539;2026-06-05\|36.28\|-5.64\|37.50\|38.19\|35.76\|408815;2026-06-08\|32.65\|-10.01\|34.60\|35.28\|32.65\|398138;2026-06-09\|34.43\|5.45\|33.15\|34.60\|31.96\|313947;2026-06-10\|34.03\|-1.16\|34.00\|34.22\|32.96\|225213;2026-06-11\|31.89\|-6.29\|33.80\|33.90\|31.50\|306571;2026-06-12\|32.04\|0.47\|32.80\|33.49\|32.00\|236294;2026-06-15\|34.34\|7.18\|33.29\|34.53\|32.40\|249486;2026-06-16\|35.75\|4.11\|34.27\|36.28\|33.69\|262385;2026-06-17\|36.18\|1.20\|35.50\|36.80\|34.90\|263900;2026-06-18\|36.09\|-0.25\|36.09\|37.78\|35.60\|293200;2026-06-22\|39.70\|10.00\|37.00\|39.70\|36.00\|558854;2026-06-23\|39.03\|-1.69\|39.33\|40.54\|37.60\|416216;2026-06-24\|42.16\|8.02\|39.08\|42.91\|37.02\|539573;2026-06-25\|46.38\|10.01\|44.26\|46.38\|43.92\|431598;2026-06-26\|42.74\|-7.85\|46.00\|46.38\|42.65\|456101;2026-06-29\|42.08\|-1.54\|42.31\|44.58\|41.27\|334628;2026-06-30\|46.29\|10.00\|41.32\|46.29\|41.27\|422073;2026-07-01\|49.50\|6.93\|49.03\|50.92\|47.77\|681210;2026-07-02\|45.24\|-8.61\|49.00\|49.00\|44.75\|495436;2026-07-03\|44.30\|-2.08\|45.34\|46.66\|43.83\|335820;2026-07-06\|48.73\|10.00\|45.58\|48.73\|45.37\|102582;2026-07-07\|44.51\|-8.66\|49.00\|50.00\|44.14\|589438;2026-07-08\|41.80\|-6.09\|44.68\|45.22\|41.48\|337516;2026-07-09\|43.21\|3.37\|42.64\|43.75\|41.06\|288253;2026-07-10\|40.26\|-6.83\|42.89\|43.65\|40.10\|286728;2026-07-13\|36.31\|-9.81\|39.20\|40.30\|36.23\|319934;2026-07-14\|39.25\|8.10\|36.01\|39.45\|35.80\|262581;2026-07-15\|38.03\|-2.71\|39.44\|40.66\|38.00\|228666;2026-07-16\|35.90\|-5.60\|37.94\|38.22\|35.60\|175510;2026-07-17\|32.40\|-9.75\|35.23\|35.88\|32.31\|322878;2026-07-20\|31.00\|-4.32\|33.52\|33.80\|29.66\|324091;2026-07-21\|32.44\|4.65\|31.42\|33.30\|28.60\|343519;2026-07-22\|31.60\|-2.59\|32.45\|33.68\|31.50\|239309;2026-07-23\|31.03\|-1.80\|32.00\|32.71\|30.76\|180914;2026-07-24\|29.32\|-5.51\|30.00\|30.41\|29.20\|242784;2026-07-27\|30.69\|4.67\|29.30\|31.10\|28.69\|220001;2026-07-28\|30.12\|-1.86\|30.33\|32.18\|29.77\|267540;2026-07-29\|31.46\|4.45\|31.61\|32.10\|29.51\|403292;2026-07-30\|28.31\|-10.01\|30.01\|31.07\|28.31\|342644;2026-07-31\|31.14\|10.00\|30.00\|31.14\|30.00\|211223;2026-08-03\|31.10\|-0.13\|30.82\|32.26\|30.62\|340025;2026-08-04\|32.94\|5.92\|31.20\|33.48\|31.20\|294113;2026-08-05\|33.63\|2.09\|32.70\|34.25\|32.60\|252933;2026-08-06\|33.23\|-1.19\|33.00\|34.26\|32.44\|228040;2026-08-07\|33.00\|-0.69\|33.50\|33.95\|32.71\|211189;2026-08-10\|35.32\|7.03\|33.25\|36.22\|33.12\|352864;2026-08-11\|34.26\|-3.00\|34.80\|34.88\|32.72\|337035;2026-08-12\|33.57\|-2.01\|33.84\|34.30\|33.46\|184540;2026-08-13\|34.42\|2.53\|35.00\|36.73\|34.41\|386912;2026-08-14\|33.20\|-3.54\|34.35\|34.80\|32.91\|291294;2026-08-17\|36.52\|10.00\|33.80\|36.52\|33.03\|403523;2026-08-18\|37.93\|3.86\|36.52\|38.48\|35.99\|406738;2026-08-19\|34.18\|-9.89\|36.88\|37.00\|34.14\|330599;2026-08-20\|34.20\|0.06\|34.19\|34.95\|33.44\|243336;2026-08-21\|34.18\|-0.06\|33.86\|34.35\|32.85\|153709;2026-08-24\|32.64\|-4.51\|34.30\|34.32\|31.93\|222788;2026-08-25\|33.71\|3.28\|32.10\|34.25\|31.90\|193694;2026-08-26\|34.78\|3.17\|33.77\|35.12\|33.37\|191712;2026-08-27\|35.67\|2.56\|34.84\|35.78\|34.38\|177802;2026-08-28\|34.87\|-2.24\|36.39\|37.00\|34.50\|219539;2026-08-31\|35.60\|2.09\|34.80\|35.95\|33.87\|219027;2026-09-01\|33.98\|-4.55\|36.80\|37.10\|33.81\|276226;2026-09-02\|32.70\|-3.77\|33.50\|34.14\|32.66\|195303;2026-09-03\|35.49\|8.53\|33.17\|35.97\|32.86\|555117;2026-09-04\|36.95\|4.11\|37.35\|39.04\|36.38\|838370;2026-09-07\|38.15\|3.25\|37.02\|39.60\|36.89\|614919
126530		电容薄膜+塑胶复合材料+露营经济 1、据2026年6月10日业绩说明会，公司电容薄膜项目“年产5,700吨超薄特种电容薄膜”运行平稳，产能利用率与A级品率在持续优化提升；“年产15,000吨功能性电子薄膜”项目已进入设备购置阶段，预计2026年下半年进行设备安装。 2、据2026年4月29日年报，公司主营拉丝气垫材料、充气游艇材料等气密材料，篷盖材料下游应用于户外帐篷等露营场景；公司为国内少数实现拉丝气垫材料稳定量产的生产企业。 3、据2026年4月29日年报，公司是专注于塑胶复合材料研发生产的高新技术企业，具备整经、织造、压延、贴合等全流程生产能力，在气密材料领域拥有核心生产技术。	公司生产的的电容薄膜主要运用于薄膜电容器，薄膜电容器可以应用于消费电子行业中的部分家电、电子产品和pc电源等领域	2026-04-29\|15.65\|1.36\|15.24\|15.73\|15.12\|28645;2026-04-30\|15.85\|1.28\|15.65\|15.92\|15.48\|19898;2026-05-06\|15.71\|-0.88\|16.00\|16.09\|15.51\|21079;2026-05-07\|15.79\|0.51\|15.71\|15.94\|15.71\|17370;2026-05-08\|15.88\|0.57\|15.87\|15.96\|15.74\|17846;2026-05-11\|15.83\|-0.31\|15.89\|16.09\|15.62\|18104;2026-05-12\|15.53\|-1.90\|15.80\|15.91\|15.45\|15740;2026-05-13\|15.53\|0.00\|15.53\|15.65\|15.37\|13586;2026-05-14\|15.49\|-0.26\|15.52\|15.68\|15.35\|14386;2026-05-15\|15.38\|-0.71\|15.44\|15.63\|15.24\|16759;2026-05-18\|15.40\|0.13\|15.30\|15.48\|15.06\|14657;2026-05-19\|15.32\|-0.52\|15.42\|15.60\|15.03\|14503;2026-05-20\|15.17\|-0.98\|15.32\|15.32\|15.05\|13059;2026-05-21\|14.68\|-3.23\|15.13\|15.32\|14.61\|22185;2026-05-22\|16.15\|10.01\|14.92\|16.15\|14.61\|47772;2026-05-25\|15.72\|-2.66\|17.59\|17.59\|15.62\|129580;2026-05-26\|15.64\|-0.51\|15.82\|16.71\|15.46\|99595;2026-05-27\|14.66\|-6.27\|15.64\|16.00\|14.42\|83480;2026-05-28\|14.39\|-1.84\|14.93\|16.00\|14.02\|82425;2026-05-29\|13.46\|-6.46\|14.65\|14.68\|13.44\|66871;2026-06-01\|14.06\|4.46\|13.44\|14.22\|13.29\|46238;2026-06-02\|13.61\|-3.20\|14.05\|14.21\|13.50\|34787;2026-06-03\|13.48\|-0.96\|13.61\|13.69\|13.31\|24858;2026-06-04\|13.25\|-1.71\|13.49\|13.59\|13.00\|24028;2026-06-05\|13.75\|3.77\|13.18\|13.97\|13.06\|30784;2026-06-08\|13.28\|-3.42\|13.39\|13.69\|13.01\|23420;2026-06-09\|13.37\|0.68\|13.30\|13.54\|13.13\|19665;2026-06-10\|13.40\|0.22\|13.36\|13.49\|13.15\|16583;2026-06-11\|13.54\|1.04\|13.30\|13.60\|13.23\|19875;2026-06-12\|13.88\|2.51\|13.63\|14.10\|13.57\|26425;2026-06-15\|13.99\|0.79\|13.88\|14.13\|13.67\|26209;2026-06-16\|13.99\|0.50\|13.90\|14.18\|13.71\|27573;2026-06-17\|14.28\|2.07\|13.99\|14.30\|13.71\|33294;2026-06-18\|14.19\|-0.63\|14.23\|14.41\|13.75\|31954;2026-06-22\|13.12\|-7.54\|14.19\|14.32\|12.95\|41482;2026-06-23\|13.73\|4.65\|13.15\|14.10\|13.12\|45424;2026-06-24\|13.44\|-2.11\|13.70\|13.91\|13.31\|28227;2026-06-25\|12.41\|-7.66\|13.48\|13.53\|12.31\|37167;2026-06-26\|12.24\|-1.37\|12.50\|12.56\|12.02\|24672;2026-06-29\|12.18\|-0.49\|12.00\|12.45\|11.70\|24390;2026-06-30\|11.85\|-2.71\|12.05\|12.31\|11.75\|22484;2026-07-01\|12.10\|2.11\|11.84\|12.28\|11.72\|25440;2026-07-02\|12.16\|0.50\|12.06\|12.64\|12.03\|21341;2026-07-03\|12.35\|1.56\|12.36\|12.49\|12.18\|19794;2026-07-06\|12.19\|-1.30\|12.39\|12.63\|12.13\|18635;2026-07-07\|11.80\|-3.20\|12.20\|12.26\|11.74\|20141;2026-07-08\|11.54\|-2.20\|11.72\|11.87\|11.36\|15235;2026-07-09\|11.30\|-2.08\|11.53\|11.58\|11.05\|15432;2026-07-10\|11.54\|2.12\|11.27\|11.77\|11.01\|19524;2026-07-13\|11.10\|-3.81\|11.47\|11.57\|11.00\|21618;2026-07-14\|11.43\|2.97\|11.10\|11.45\|10.95\|17488;2026-07-15\|11.54\|0.96\|11.39\|11.65\|11.32\|16183;2026-07-16\|11.67\|1.13\|11.51\|11.80\|11.35\|13772;2026-07-17\|11.18\|-4.20\|11.72\|11.91\|10.95\|22379;2026-07-20\|10.49\|-6.17\|11.55\|11.55\|10.25\|30302;2026-07-21\|10.28\|-2.00\|10.49\|10.53\|9.78\|29552;2026-07-22\|10.15\|-1.26\|10.26\|10.48\|10.03\|17994;2026-07-23\|10.53\|3.74\|10.14\|10.56\|10.04\|17369;2026-07-24\|10.57\|0.38\|10.53\|10.75\|10.29\|20793;2026-07-27\|10.73\|1.51\|10.60\|10.92\|10.58\|17632;2026-07-28\|10.90\|1.58\|10.72\|10.99\|10.71\|13725;2026-07-29\|11.02\|1.10\|10.88\|11.06\|10.74\|12176;2026-07-30\|11.00\|-0.18\|11.02\|11.32\|10.84\|17679;2026-07-31\|11.19\|1.73\|10.95\|11.25\|10.81\|13635;2026-08-03\|11.60\|3.66\|11.26\|11.66\|11.14\|16349;2026-08-04\|11.64\|0.34\|11.67\|11.77\|11.54\|12691;2026-08-05\|11.73\|0.77\|11.74\|11.78\|11.55\|13472;2026-08-06\|11.94\|1.79\|11.73\|11.98\|11.59\|16199;2026-08-07\|12.16\|1.84\|11.88\|12.23\|11.68\|21206;2026-08-10\|12.60\|3.62\|12.28\|12.60\|11.94\|25156;2026-08-11\|12.48\|-0.95\|12.50\|12.62\|12.35\|14410;2026-08-12\|12.52\|0.32\|12.54\|12.68\|12.38\|13376;2026-08-13\|12.49\|-0.24\|12.53\|12.73\|12.42\|18681;2026-08-14\|12.69\|1.60\|12.53\|12.75\|12.42\|14395;2026-08-17\|13.96\|10.01\|12.60\|13.96\|12.31\|55086;2026-08-18\|13.10\|-6.16\|15.36\|15.36\|12.93\|152209;2026-08-19\|12.04\|-8.09\|11.79\|12.27\|11.79\|109112;2026-08-20\|12.53\|4.07\|11.70\|12.73\|11.69\|83035;2026-08-21\|12.65\|0.96\|12.54\|12.85\|12.20\|43691;2026-08-24\|12.55\|-0.79\|12.77\|12.92\|12.43\|35862;2026-08-25\|13.05\|3.98\|12.30\|13.09\|12.30\|37930;2026-08-26\|12.89\|-1.23\|13.05\|13.12\|12.79\|23668;2026-08-27\|12.85\|-0.31\|12.88\|13.04\|12.81\|24763;2026-08-28\|12.97\|0.93\|13.00\|13.19\|12.74\|25817;2026-08-31\|13.32\|2.70\|12.86\|13.36\|12.75\|29102;2026-09-01\|13.33\|0.08\|13.33\|13.48\|13.25\|23253;2026-09-02\|13.32\|-0.07\|13.26\|13.43\|13.12\|19808;2026-09-03\|13.05\|-2.03\|13.32\|13.49\|13.04\|19182;2026-09-04\|13.16\|0.84\|13.11\|13.40\|13.05\|20786;2026-09-07\|13.23\|0.53\|13.12\|13.35\|13.01\|13946
126529	英伟达CPO交换机全面量产	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-04-29\|123.93\|-2.80\|124.21\|127.39\|121.00\|131090;2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667
126528	行业龙头外延入股，光模块液冷散热引发关注	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：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17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-04-29\|24.63\|1.15\|24.18\|24.64\|23.43\|457715;2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809;2026-07-27\|43.43\|0.42\|41.66\|43.44\|39.48\|617017;2026-07-28\|39.09\|-9.99\|40.67\|41.41\|39.09\|296482;2026-07-29\|37.18\|-4.89\|36.96\|37.80\|35.18\|816270;2026-07-30\|33.46\|-10.01\|36.52\|37.00\|33.46\|466316;2026-07-31\|35.30\|5.50\|36.00\|36.81\|34.60\|763998;2026-08-03\|32.62\|-7.59\|35.34\|35.44\|32.33\|478414;2026-08-04\|35.88\|9.99\|34.30\|35.88\|32.63\|369161;2026-08-05\|39.47\|10.01\|35.88\|39.47\|35.50\|580338;2026-08-06\|40.31\|2.13\|38.74\|40.99\|38.30\|540177;2026-08-07\|42.28\|4.89\|40.48\|43.30\|39.15\|616274;2026-08-10\|42.48\|0.47\|43.93\|44.40\|40.71\|408828;2026-08-11\|41.55\|-2.19\|42.00\|43.04\|41.11\|333170;2026-08-12\|42.22\|1.61\|41.87\|43.09\|41.40\|326632;2026-08-13\|40.89\|-3.15\|42.64\|43.98\|40.87\|391523;2026-08-14\|40.99\|0.24\|41.40\|41.92\|40.26\|340531;2026-08-17\|45.09\|10.00\|40.99\|45.09\|40.98\|428071;2026-08-18\|43.67\|-3.15\|45.54\|45.99\|42.65\|476475;2026-08-19\|39.36\|-9.87\|41.92\|42.44\|39.30\|455993;2026-08-20\|39.25\|-0.28\|39.74\|41.13\|38.60\|426727;2026-08-21\|41.01\|4.48\|40.04\|42.30\|39.36\|395755;2026-08-24\|41.40\|0.95\|43.10\|43.50\|39.71\|521167;2026-08-25\|42.60\|2.90\|39.91\|43.92\|39.18\|608422;2026-08-26\|40.25\|-5.52\|43.39\|43.59\|39.43\|498486;2026-08-27\|42.94\|6.68\|40.58\|43.00\|40.03\|540990;2026-08-28\|40.10\|-6.61\|42.88\|43.21\|40.01\|459896;2026-08-31\|41.76\|4.14\|39.13\|41.94\|38.82\|462450;2026-09-01\|38.79\|-7.11\|41.90\|42.00\|38.28\|507397;2026-09-02\|37.71\|-2.78\|38.14\|39.11\|37.40\|423433;2026-09-03\|39.02\|3.47\|38.30\|39.89\|37.70\|418299;2026-09-04\|36.20\|-7.23\|39.01\|39.45\|35.90\|456115;2026-09-07\|37.88\|4.64\|36.50\|38.49\|35.71\|406578
126527	SK海力士将投资384亿美元建设晶圆厂	CPO封装+AMD产业链+存储芯片封测行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年4月28日机构调研，公司在光电合封CPO领域的技术研发取得阶段性进展，研发产品已通过可靠性测试，已进入量产导入阶段。 2、据2026年6月2日公告，公司始终是AMD最主要的封测供应商，承接其所需多数封测服务，与AMD形成合资+合作模式，深度锁定AMD供应链并占据其封测订单大部分份额。 3、据2026年4月30日公告，公司2026年第一季度营收74.82亿元，同比增长22.80%；归母净利润3.29亿元，同比增长224.55%；据2026年6月2日公告，公司拟募资投向存储芯片封测产能提升等项目，建成后年新增存储芯片封测产能84.96万片。	公司是国内第二、全球第四的封测巨头，掌握多种先进封测技术，为 AMD 等国际巨头及华为海思、寒武纪等国内芯片企业提供封测服务	2026-04-29\|49.50\|-1.49\|49.30\|49.84\|48.11\|925046;2026-04-30\|51.77\|4.59\|50.98\|52.89\|50.23\|1320363;2026-05-06\|56.95\|10.01\|56.95\|56.95\|56.94\|449785;2026-05-07\|59.08\|3.74\|60.80\|60.80\|57.60\|2517397;2026-05-08\|57.16\|-3.25\|58.31\|58.60\|56.39\|1623790;2026-05-11\|61.22\|7.10\|60.01\|62.23\|59.41\|2015832;2026-05-12\|59.48\|-2.84\|61.22\|61.28\|59.00\|1379593;2026-05-13\|60.86\|2.32\|57.89\|61.00\|56.93\|1497358;2026-05-14\|57.40\|-5.69\|60.93\|61.20\|57.39\|1301482;2026-05-15\|57.02\|-0.66\|58.00\|60.12\|55.24\|1583131;2026-05-18\|58.07\|1.84\|57.60\|60.11\|57.06\|1347766;2026-05-19\|58.86\|1.36\|56.88\|59.16\|55.01\|1382120;2026-05-20\|62.28\|5.81\|58.58\|63.84\|58.55\|1986892;2026-05-21\|61.76\|-0.83\|64.00\|66.88\|61.41\|2396680;2026-05-22\|63.44\|2.72\|61.81\|64.34\|60.13\|2008252;2026-05-25\|69.78\|9.99\|64.27\|69.78\|62.80\|2279397;2026-05-26\|75.39\|8.04\|73.02\|76.76\|69.93\|3391041;2026-05-27\|71.52\|-5.13\|72.97\|78.56\|71.43\|2834964;2026-05-28\|69.30\|-3.00\|69.50\|70.88\|67.60\|1960697;2026-05-29\|66.00\|-4.76\|70.11\|70.90\|64.63\|1939852;2026-06-01\|61.39\|-6.98\|65.00\|66.00\|60.96\|1587863;2026-06-02\|63.84\|3.99\|61.39\|64.69\|59.40\|1629981;2026-06-03\|70.22\|9.99\|67.69\|70.22\|66.18\|1765025;2026-06-04\|71.10\|1.25\|70.01\|72.50\|69.20\|2026092;2026-06-05\|66.84\|-5.99\|70.80\|71.01\|66.37\|1479879;2026-06-08\|62.26\|-6.85\|63.00\|64.58\|61.08\|1215682;2026-06-09\|64.43\|3.49\|63.88\|64.80\|61.76\|1280265;2026-06-10\|61.44\|-4.64\|62.00\|63.67\|60.16\|1119729;2026-06-11\|60.09\|-2.20\|60.99\|61.49\|59.23\|918141;2026-06-12\|57.22\|-4.78\|62.69\|62.96\|57.08\|1455416;2026-06-15\|61.54\|7.55\|58.66\|61.58\|56.68\|1255444;2026-06-16\|62.93\|2.26\|62.41\|63.50\|61.74\|1247424;2026-06-17\|67.22\|6.82\|62.72\|69.00\|62.01\|1794717;2026-06-18\|68.27\|1.56\|66.99\|69.35\|66.39\|1633418;2026-06-22\|71.25\|4.37\|69.70\|72.12\|67.73\|2052169;2026-06-23\|68.42\|-3.97\|70.00\|71.30\|67.08\|1425356;2026-06-24\|74.64\|9.09\|69.01\|74.83\|68.20\|2015970;2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.71\|1.08\|84.10\|84.70\|75.80\|2935399;2026-07-16\|75.95\|-3.51\|70.85\|80.80\|70.84\|2405075;2026-07-17\|68.36\|-9.99\|74.97\|75.94\|68.36\|1980891;2026-07-20\|63.00\|-7.84\|70.02\|72.00\|61.53\|2006377;2026-07-21\|69.30\|10.00\|64.26\|69.30\|57.00\|2092912;2026-07-22\|74.90\|8.08\|71.71\|76.23\|70.88\|2478838;2026-07-23\|69.82\|-6.78\|75.99\|76.78\|69.30\|2057105;2026-07-24\|76.64\|9.77\|68.03\|76.80\|68.03\|2634097;2026-07-27\|76.67\|0.04\|72.88\|76.70\|71.00\|2321116;2026-07-28\|69.00\|-10.00\|72.07\|73.85\|69.00\|1917010;2026-07-29\|62.10\|-10.00\|65.88\|66.50\|62.10\|1981737;2026-07-30\|55.89\|-10.00\|61.07\|61.43\|55.89\|1610228;2026-07-31\|56.73\|1.50\|59.00\|60.48\|56.65\|1827441;2026-08-03\|51.34\|-9.50\|55.06\|55.60\|51.23\|1615123;2026-08-04\|55.60\|8.30\|52.84\|55.93\|51.66\|1426086;2026-08-05\|58.00\|4.32\|54.01\|59.45\|54.01\|1657493;2026-08-06\|60.96\|5.10\|56.01\|62.81\|56.01\|1590682;2026-08-07\|64.72\|6.17\|60.94\|65.78\|59.86\|1627249;2026-08-10\|63.20\|-2.35\|64.73\|64.83\|62.00\|1023891;2026-08-11\|62.06\|-1.80\|62.49\|64.30\|61.80\|866147;2026-08-12\|62.86\|1.29\|62.91\|64.11\|61.82\|724024;2026-08-13\|62.22\|-1.02\|63.82\|64.61\|62.10\|923791;2026-08-14\|62.96\|1.19\|63.02\|63.43\|61.21\|707119;2026-08-17\|69.26\|10.01\|63.41\|69.26\|63.40\|1476243;2026-08-18\|70.66\|2.02\|71.20\|72.56\|69.28\|1837548;2026-08-19\|63.59\|-10.01\|69.00\|69.89\|63.59\|1499212;2026-08-20\|63.15\|-0.69\|63.70\|65.14\|61.45\|1228769;2026-08-21\|63.88\|1.16\|63.82\|65.92\|63.01\|969051;2026-08-24\|61.24\|-4.13\|63.08\|63.58\|59.57\|913474;2026-08-25\|60.90\|-0.56\|60.00\|62.06\|59.33\|635927;2026-08-26\|61.25\|0.57\|61.97\|62.70\|60.39\|624204;2026-08-27\|63.73\|4.05\|61.88\|63.87\|61.14\|865630;2026-08-28\|63.75\|0.03\|63.40\|65.90\|63.24\|917805;2026-08-31\|64.56\|1.27\|61.42\|64.62\|61.40\|789871;2026-09-01\|61.38\|-4.93\|64.59\|64.60\|61.30\|795386;2026-09-02\|59.70\|-2.74\|60.12\|60.79\|59.54\|541340;2026-09-03\|59.53\|-0.28\|60.60\|60.80\|58.85\|455030;2026-09-04\|56.87\|-4.47\|59.97\|60.66\|56.38\|821644;2026-09-07\|59.15\|4.01\|57.88\|59.88\|57.65\|663525
126526		半导体材料+贵金属回收+铂类靶向抗癌药+云南国资行业原因： 1、8月13日晚，中芯国际、华虹宏力同步披露了第二季度业绩，两大晶圆厂销售收入、毛利率均实现同比、环比的增长，销售收入创出历史新高。 2、两大晶圆厂对于第三季度的乐观指引，透露出半导体产业高景气度有望延续。AI依然是半导体产业成长最强劲的驱动力，并且需求已经从存储、逻辑扩展至功率、模拟等产品领域。公司原因： 1、据2026年8月3日互动易，公司全资子公司贵研半导体主营半导体芯片制造用镀膜材料及封装用键合材料，产品包括蒸发材料、溅射靶材及键合金丝等。 2、据2025年度报告，公司已形成贵金属闭环产业链，2025年铂族金属回收国内市占率提升近20个百分点；据2026年7月31日公告，公司全资子公司拟投资1.04亿元建设退役光伏组件回收中试基地项目，构建“退役组件—拆解分选—贵金属再生—副产品出售”全流程产业链闭环。 3、据2025年9月23日公告，公司子公司贵研化学公司致力于铂类创新药物研究，已研制出多种铂类靶向抗癌药并进入临床前研究阶段，拟向下游铂抗癌原料药进行延链补链。 4、公司最终控制人为云南省人民政府国有资产监督管理委员会，属于国有企业。	云南国资委旗下，国内全产业链铂族贵金属相关产品龙头；全资子公司贵研黄金（云南）有限公司主要从事以黄金为主的加工、销售、仓储及租赁服务等业务	2026-04-29\|20.51\|2.35\|19.93\|20.74\|19.90\|174493;2026-04-30\|20.09\|-2.05\|20.20\|20.53\|19.93\|164087;2026-05-06\|20.70\|3.04\|20.11\|20.77\|20.11\|245411;2026-05-07\|21.31\|2.95\|20.98\|21.33\|20.84\|230088;2026-05-08\|21.35\|0.19\|21.20\|21.56\|20.97\|201773;2026-05-11\|21.48\|0.61\|21.35\|21.85\|21.25\|231017;2026-05-12\|21.09\|-1.82\|21.77\|21.90\|20.99\|202512;2026-05-13\|21.30\|1.00\|20.98\|21.46\|20.94\|209768;2026-05-14\|20.38\|-4.32\|21.37\|21.37\|20.36\|187984;2026-05-15\|19.37\|-4.96\|20.10\|20.31\|19.22\|255344;2026-05-18\|20.85\|7.64\|19.01\|21.31\|18.79\|456585;2026-05-19\|19.98\|-4.17\|20.70\|20.83\|19.58\|324806;2026-05-20\|19.75\|-1.15\|19.89\|20.40\|19.63\|192749;2026-05-21\|19.16\|-2.99\|19.97\|20.42\|19.16\|221906;2026-05-22\|19.85\|3.60\|19.30\|20.05\|19.18\|168899;2026-05-25\|21.16\|6.60\|20.20\|21.49\|20.15\|345193;2026-05-26\|21.69\|2.50\|21.31\|22.11\|21.14\|361090;2026-05-27\|20.45\|-5.72\|21.69\|21.70\|20.24\|276777;2026-05-28\|22.50\|10.02\|20.21\|22.50\|20.12\|550459;2026-05-29\|21.49\|-4.49\|23.07\|23.60\|21.44\|592198;2026-06-01\|21.32\|-0.79\|21.71\|22.38\|21.25\|334551;2026-06-02\|23.45\|9.99\|21.23\|23.45\|20.91\|573448;2026-06-03\|24.20\|3.20\|23.50\|25.02\|23.46\|970339;2026-06-04\|24.24\|0.17\|24.02\|24.98\|23.90\|668658;2026-06-05\|24.75\|2.10\|24.00\|26.00\|24.00\|763768;2026-06-08\|23.85\|-3.64\|23.88\|25.18\|22.96\|632879;2026-06-09\|24.10\|1.05\|24.00\|24.56\|23.15\|587444;2026-06-10\|22.83\|-5.27\|23.45\|23.50\|22.32\|540660;2026-06-11\|25.11\|9.99\|22.50\|25.11\|22.46\|336187;2026-06-12\|24.99\|-0.48\|26.43\|26.89\|24.79\|1004437;2026-06-15\|25.99\|4.00\|25.30\|26.00\|24.87\|760974;2026-06-16\|27.68\|6.50\|25.80\|28.05\|25.18\|990061;2026-06-17\|26.52\|-4.19\|27.20\|27.36\|26.20\|695871;2026-06-18\|26.09\|-1.62\|26.28\|26.88\|25.58\|618373;2026-06-22\|28.59\|9.58\|25.90\|28.69\|25.86\|857103;2026-06-23\|26.13\|-8.60\|28.00\|28.00\|25.73\|740834;2026-06-24\|25.80\|-1.26\|25.69\|26.45\|25.19\|472965;2026-06-25\|26.86\|4.11\|25.68\|27.65\|25.31\|652897;2026-06-26\|28.11\|5.64\|26.63\|28.58\|25.70\|743870;2026-06-29\|29.17\|3.77\|28.40\|29.79\|27.80\|740749;2026-06-30\|28.88\|-0.99\|29.28\|29.75\|27.56\|665338;2026-07-01\|28.27\|-2.11\|28.45\|29.99\|27.58\|597368;2026-07-02\|27.40\|-3.08\|27.00\|28.69\|26.01\|482291;2026-07-03\|25.00\|-8.76\|27.55\|27.65\|24.99\|572048;2026-07-06\|23.36\|-6.56\|25.55\|26.55\|23.16\|653504;2026-07-07\|22.68\|-2.91\|23.19\|23.60\|22.53\|305371;2026-07-08\|21.26\|-6.26\|22.68\|22.81\|21.25\|351483;2026-07-09\|21.82\|2.63\|21.50\|21.87\|20.40\|361565;2026-07-10\|21.52\|-1.37\|21.80\|23.14\|21.52\|411781;2026-07-13\|20.01\|-7.02\|21.18\|21.51\|19.99\|277398;2026-07-14\|20.48\|2.35\|19.88\|20.48\|19.72\|241134;2026-07-15\|19.55\|-4.54\|20.66\|20.73\|19.42\|263446;2026-07-16\|18.72\|-4.25\|19.30\|19.69\|18.65\|258440;2026-07-17\|17.73\|-5.29\|18.45\|18.88\|17.71\|290443;2026-07-20\|17.16\|-3.21\|17.95\|18.09\|16.80\|289875;2026-07-21\|18.15\|5.77\|17.40\|18.16\|16.97\|309981;2026-07-22\|18.18\|0.17\|18.05\|18.65\|17.92\|294359;2026-07-23\|18.52\|1.87\|18.25\|18.59\|18.04\|206226;2026-07-24\|17.64\|-4.75\|18.00\|18.19\|17.61\|184412;2026-07-27\|18.20\|3.17\|17.64\|18.21\|17.64\|140961;2026-07-28\|17.73\|-2.58\|17.90\|18.00\|17.62\|144836;2026-07-29\|18.12\|2.20\|17.72\|18.32\|17.37\|186971;2026-07-30\|18.04\|-0.44\|18.04\|18.37\|17.68\|178191;2026-07-31\|18.31\|1.50\|18.58\|18.80\|18.31\|237720;2026-08-03\|18.51\|1.09\|18.26\|18.64\|18.24\|127998;2026-08-04\|19.06\|2.97\|18.57\|19.16\|18.57\|186176;2026-08-05\|20.73\|8.76\|20.00\|20.87\|19.76\|460764;2026-08-06\|20.62\|-0.53\|21.10\|21.45\|20.33\|487492;2026-08-07\|21.01\|1.89\|20.41\|21.09\|20.22\|378134;2026-08-10\|21.79\|3.71\|21.58\|22.29\|21.06\|420862;2026-08-11\|20.79\|-4.59\|21.40\|21.71\|20.74\|365017;2026-08-12\|21.71\|4.43\|20.60\|22.20\|20.50\|428769;2026-08-13\|20.74\|-4.47\|21.78\|21.87\|20.70\|307660;2026-08-14\|20.88\|0.68\|20.46\|21.30\|20.45\|229679;2026-08-17\|22.97\|10.01\|21.60\|22.97\|21.13\|497799;2026-08-18\|22.82\|-0.65\|23.00\|23.58\|22.57\|602260;2026-08-19\|21.62\|-5.26\|22.32\|22.97\|21.57\|385779;2026-08-20\|21.30\|-1.48\|22.40\|22.80\|21.09\|420753;2026-08-21\|21.87\|2.68\|21.20\|22.26\|21.20\|359686;2026-08-24\|21.35\|-2.38\|21.97\|22.06\|20.86\|323703;2026-08-25\|21.07\|-1.31\|21.36\|21.43\|20.66\|233439;2026-08-26\|21.13\|0.28\|20.99\|21.58\|20.90\|216023;2026-08-27\|21.78\|3.08\|21.00\|21.88\|20.90\|276202;2026-08-28\|21.43\|-1.61\|21.60\|21.68\|21.30\|227777;2026-08-31\|20.88\|-2.57\|20.91\|20.94\|20.27\|245101;2026-09-01\|20.51\|-1.77\|20.85\|20.94\|20.50\|152901;2026-09-02\|20.00\|-2.49\|20.16\|20.16\|19.56\|196544;2026-09-03\|20.35\|1.75\|20.20\|20.45\|20.14\|131333;2026-09-04\|20.06\|-1.43\|20.69\|21.13\|19.91\|184202;2026-09-07\|19.96\|-0.50\|20.01\|20.21\|19.80\|106164
126525	SK海力士将投资384亿美元建设晶圆厂	半导体硅材料+太空光伏+HJT硅片行业原因：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6月25日投资者关系管理信息，公司已明确全力转型半导体硅材料的核心发展战略，半导体专用硅棒产品已获客户认可，订单规模稳定增长，并已实现相关营收与利润落地，后续将快速扩产。 2、据2026年6月25日投资者关系管理信息，公司已通过送样/订单等形式，向迈为股份、东方日升、通威太阳能等知名光伏企业及部分海外客户供应太空光伏专用硅片，产品品质与实际表现得到客户高度认可。 3、据2026年4月28日年报，公司光伏主业深耕高效N型单晶硅片和异质结HJT专用硅片，已形成从拉晶、切片到HJT专业硅片的完整技术闭环，具备差异化竞争优势。	控股子公司鸿新新能源成功实现超大尺寸半导体专用硅棒产品的研发、拉制与供应，最大直径可达450mm，在半导体设备用硅部件领域取得新突破	2026-04-29\|6.40\|3.06\|6.19\|6.49\|6.14\|194858;2026-04-30\|6.44\|0.62\|6.35\|6.45\|6.33\|134127;2026-05-06\|6.56\|1.86\|6.45\|6.57\|6.41\|167417;2026-05-07\|6.89\|5.03\|6.53\|6.98\|6.52\|427387;2026-05-08\|7.32\|6.24\|6.75\|7.40\|6.68\|668008;2026-05-11\|7.34\|0.27\|7.32\|7.40\|7.23\|397044;2026-05-12\|7.12\|-3.00\|7.33\|7.44\|7.05\|294985;2026-05-13\|7.25\|1.83\|7.06\|7.32\|7.04\|275907;2026-05-14\|7.12\|-1.79\|7.28\|7.40\|7.12\|252286;2026-05-15\|6.98\|-1.97\|7.09\|7.21\|6.88\|268509;2026-05-18\|6.87\|-1.58\|6.94\|6.94\|6.77\|163844;2026-05-19\|6.86\|-0.15\|6.87\|7.01\|6.78\|168268;2026-05-20\|6.68\|-2.62\|6.81\|6.84\|6.63\|198488;2026-05-21\|6.30\|-5.69\|6.74\|6.79\|6.28\|217432;2026-05-22\|6.42\|1.90\|6.33\|6.47\|6.25\|155707;2026-05-25\|6.22\|-3.12\|6.44\|6.50\|6.18\|151360;2026-05-26\|6.14\|-1.29\|6.22\|6.40\|5.99\|252809;2026-05-27\|6.20\|0.98\|6.15\|6.48\|6.10\|294777;2026-05-28\|6.51\|5.00\|6.14\|6.55\|6.00\|315535;2026-05-29\|6.07\|-6.76\|6.48\|6.50\|6.03\|282271;2026-06-01\|6.08\|0.16\|6.10\|6.25\|6.03\|154879;2026-06-02\|5.88\|-3.29\|6.08\|6.09\|5.81\|191349;2026-06-03\|5.90\|0.34\|5.88\|5.98\|5.80\|132606;2026-06-04\|5.87\|-0.51\|5.85\|5.96\|5.74\|121296;2026-06-05\|6.15\|4.77\|5.90\|6.27\|5.85\|260447;2026-06-08\|5.72\|-6.99\|6.02\|6.05\|5.70\|209616;2026-06-09\|5.76\|0.70\|5.73\|5.89\|5.62\|149374;2026-06-10\|5.62\|-2.43\|5.70\|5.70\|5.45\|182949;2026-06-11\|6.42\|14.23\|5.72\|6.73\|5.69\|599842;2026-06-12\|6.08\|-5.30\|6.54\|6.62\|5.94\|508197;2026-06-15\|6.07\|-0.16\|5.97\|6.14\|5.88\|276107;2026-06-16\|6.14\|1.15\|6.05\|6.22\|5.81\|287987;2026-06-17\|6.01\|-2.12\|6.06\|6.15\|5.94\|211736;2026-06-18\|5.75\|-4.33\|6.00\|6.00\|5.71\|192329;2026-06-22\|5.68\|-1.22\|5.70\|5.79\|5.51\|155150;2026-06-23\|5.58\|-1.76\|5.66\|5.73\|5.56\|128824;2026-06-24\|5.60\|0.36\|5.51\|5.68\|5.40\|142458;2026-06-25\|5.66\|1.07\|5.91\|6.00\|5.58\|150042;2026-06-26\|5.87\|3.71\|5.60\|6.20\|5.53\|297333;2026-06-29\|6.08\|3.58\|5.73\|6.23\|5.65\|298686;2026-06-30\|5.84\|-3.95\|6.00\|6.06\|5.79\|228607;2026-07-01\|7.01\|20.03\|5.88\|7.01\|5.61\|988216;2026-07-02\|7.45\|6.28\|7.10\|8.14\|6.85\|1189729;2026-07-03\|7.79\|4.56\|7.44\|8.38\|7.19\|968558;2026-07-06\|7.69\|-1.28\|7.99\|8.47\|7.68\|724124;2026-07-07\|7.36\|-4.29\|7.48\|7.86\|7.21\|484527;2026-07-08\|7.05\|-4.21\|7.48\|7.53\|7.01\|325149;2026-07-09\|6.88\|-2.41\|7.16\|7.26\|6.70\|341657;2026-07-10\|6.84\|-0.58\|6.83\|7.28\|6.78\|346399;2026-07-13\|6.35\|-7.16\|6.80\|7.05\|6.17\|451246;2026-07-14\|6.30\|-0.79\|6.35\|6.51\|6.13\|224893;2026-07-15\|6.57\|4.29\|6.30\|6.73\|6.25\|350581;2026-07-16\|6.49\|-1.22\|6.48\|6.63\|6.38\|229704;2026-07-17\|5.97\|-8.01\|6.45\|6.59\|5.88\|295819;2026-07-20\|5.69\|-4.69\|6.05\|6.17\|5.56\|320666;2026-07-21\|5.59\|-1.76\|5.70\|5.72\|5.14\|332114;2026-07-22\|5.50\|-1.61\|5.54\|5.68\|5.40\|234788;2026-07-23\|5.49\|-0.18\|5.51\|5.57\|5.32\|215510;2026-07-24\|5.20\|-5.28\|5.40\|5.46\|5.17\|201498;2026-07-27\|5.35\|2.88\|5.14\|5.35\|5.11\|185146;2026-07-28\|5.25\|-1.87\|5.27\|5.49\|5.22\|194663;2026-07-29\|5.35\|1.90\|5.27\|5.41\|5.16\|235271;2026-07-30\|5.00\|-6.54\|5.46\|5.49\|4.98\|369274;2026-07-31\|5.24\|4.80\|5.09\|5.34\|5.08\|304075;2026-08-03\|5.54\|5.73\|5.25\|5.56\|5.25\|239555;2026-08-04\|5.71\|3.07\|5.56\|5.80\|5.47\|219801;2026-08-05\|5.72\|0.18\|5.71\|5.80\|5.66\|195995;2026-08-06\|5.76\|0.70\|5.71\|5.79\|5.60\|166376;2026-08-07\|5.79\|0.52\|5.77\|6.22\|5.65\|364727;2026-08-10\|6.37\|10.02\|5.79\|6.44\|5.68\|468196;2026-08-11\|6.81\|6.91\|6.48\|7.05\|6.36\|568933;2026-08-12\|7.28\|6.90\|6.77\|7.60\|6.56\|616010;2026-08-13\|6.88\|-5.49\|7.17\|7.30\|6.80\|506647;2026-08-14\|7.42\|7.85\|6.85\|7.68\|6.73\|637878;2026-08-17\|8.90\|19.95\|7.48\|8.90\|7.28\|1293076;2026-08-18\|9.37\|5.28\|8.86\|9.67\|8.67\|1291621;2026-08-19\|8.07\|-13.87\|9.20\|9.27\|8.00\|1002609;2026-08-20\|8.47\|4.96\|8.01\|8.50\|7.78\|838094;2026-08-21\|9.37\|10.63\|8.38\|9.37\|8.31\|860769;2026-08-24\|9.60\|2.45\|9.79\|10.08\|9.20\|1130612;2026-08-25\|9.65\|0.52\|9.63\|9.95\|9.35\|776812;2026-08-26\|8.70\|-9.84\|9.65\|9.88\|8.69\|883318;2026-08-27\|8.22\|-5.52\|8.58\|8.77\|7.99\|928274;2026-08-28\|8.17\|-0.61\|8.22\|8.60\|8.11\|714282;2026-08-31\|8.10\|-0.86\|8.04\|8.22\|7.95\|442236;2026-09-01\|7.92\|-2.22\|8.03\|8.18\|7.85\|365316;2026-09-02\|7.63\|-3.66\|7.84\|7.89\|7.60\|385941;2026-09-03\|7.66\|0.39\|7.83\|7.97\|7.52\|377876;2026-09-04\|7.46\|-2.61\|7.69\|7.74\|7.41\|257620;2026-09-07\|7.68\|2.95\|7.56\|7.70\|7.46\|253501
126524	宇树科技上市在即	人形机器人+电子皮肤+北美工厂+传感器 1、据2025年8月28日半年报，公司以布局柔性触觉传感产品为契机切入人形机器人领域，电子皮肤样品成功研发并完成部分头部客户送样，将利用美国日盈在北美本土化产能的优势，积极拓展海外头部具身智能客户。 2、据2026年3月28日年报及2026年4月9日投资者关系活动记录表，公司全资孙公司美国日盈在美国密歇根州建设的美国工厂已投入使用，设有洁净室车间，可满足传感器等产品生产，完成从“产品出口”到“产能出海”的升级，并有助于拓展北美具身智能客户。 3、据2025年年度报告，公司汽车零部件业务已构建涵盖“感知-传输-控制-执行”的产品体系，其收购的惠昌传感器掌握NTC温度传感器芯片配方调制、烧结、封装检测等完整流程，PM2.5传感器、雨量传感器等汽车电子产品已批量供货一汽大众、上汽大众等主机厂。	公司压阻式的电子皮肤样品已研发成功，在人形机器人新领域，公司以布局柔性触觉传感电子皮肤新产品为契机，结合发展战略及市场需求加快布局柔性线束等其他人形机器人产品	2026-04-29\|60.54\|0.51\|60.23\|61.30\|59.79\|28781;2026-04-30\|64.52\|6.57\|60.40\|65.66\|60.40\|50396;2026-05-06\|65.36\|1.30\|64.32\|67.48\|64.31\|35245;2026-05-07\|68.20\|4.35\|65.35\|69.49\|64.80\|53124;2026-05-08\|69.15\|1.39\|68.00\|71.60\|67.18\|56136;2026-05-11\|68.33\|-1.19\|70.00\|70.00\|67.68\|51796;2026-05-12\|66.91\|-2.08\|68.00\|68.53\|66.50\|35253;2026-05-13\|69.51\|3.89\|66.50\|70.47\|65.60\|55286;2026-05-14\|68.52\|-1.42\|69.18\|71.17\|68.50\|43860;2026-05-15\|68.72\|0.29\|68.50\|71.60\|65.81\|71768;2026-05-18\|67.51\|-1.76\|67.08\|68.51\|66.78\|48842;2026-05-19\|67.48\|-0.04\|67.93\|70.40\|67.35\|35604;2026-05-20\|66.39\|-1.62\|67.08\|68.26\|66.00\|35544;2026-05-21\|68.35\|2.95\|66.50\|70.86\|66.50\|76797;2026-05-22\|70.29\|2.84\|68.36\|71.80\|66.30\|68613;2026-05-25\|70.77\|0.68\|70.33\|72.20\|69.93\|46994;2026-05-26\|67.85\|-4.13\|70.01\|71.08\|66.50\|57113;2026-05-27\|64.60\|-4.79\|67.60\|67.80\|63.74\|44986;2026-05-28\|61.51\|-4.78\|64.11\|64.67\|60.18\|44038;2026-05-29\|55.36\|-10.00\|61.54\|62.08\|55.36\|51907;2026-06-01\|55.97\|1.10\|55.49\|57.76\|55.49\|40988;2026-06-02\|54.48\|-2.66\|55.90\|57.34\|54.19\|30460;2026-06-03\|54.22\|-0.48\|55.25\|56.31\|53.50\|40530;2026-06-04\|59.64\|10.00\|54.22\|59.64\|53.12\|57941;2026-06-05\|60.96\|2.21\|59.99\|62.01\|57.66\|76953;2026-06-08\|60.03\|-1.53\|59.90\|62.37\|58.50\|51824;2026-06-09\|60.47\|0.73\|60.62\|61.00\|57.89\|40695;2026-06-10\|56.60\|-6.40\|60.27\|60.27\|56.06\|32117;2026-06-11\|54.28\|-4.10\|56.13\|56.33\|53.44\|31208;2026-06-12\|54.35\|0.13\|55.12\|59.25\|54.02\|33519;2026-06-15\|56.18\|3.37\|55.90\|57.99\|55.70\|38258;2026-06-16\|56.69\|0.91\|55.97\|58.57\|54.60\|49824;2026-06-17\|56.62\|-0.12\|56.41\|59.48\|55.66\|49808;2026-06-18\|53.38\|-5.72\|57.09\|57.30\|52.00\|69048;2026-06-22\|50.52\|-5.36\|52.50\|53.22\|49.50\|62235;2026-06-23\|51.99\|2.91\|51.25\|53.68\|50.00\|51929;2026-06-24\|50.15\|-3.54\|51.98\|51.99\|49.50\|33704;2026-06-25\|48.45\|-3.39\|49.86\|50.08\|48.00\|40982;2026-06-26\|45.30\|-6.50\|47.73\|47.82\|45.28\|32239;2026-06-29\|44.01\|-2.85\|45.50\|45.53\|42.00\|45131;2026-06-30\|45.63\|3.68\|44.80\|46.58\|43.71\|42559;2026-07-01\|47.07\|3.16\|45.63\|48.68\|45.63\|43678;2026-07-02\|51.78\|10.01\|49.40\|51.78\|49.11\|28621;2026-07-03\|56.96\|10.00\|53.85\|56.96\|53.33\|71673;2026-07-06\|54.57\|-4.20\|56.93\|59.58\|54.23\|103963;2026-07-07\|53.50\|-1.96\|54.57\|58.31\|53.20\|80010;2026-07-08\|48.79\|-8.80\|54.03\|54.20\|48.79\|54994;2026-07-09\|48.79\|0.00\|49.90\|49.90\|46.68\|44351;2026-07-10\|53.67\|10.00\|50.44\|53.67\|49.50\|38849;2026-07-13\|51.11\|-4.77\|52.60\|55.00\|50.20\|65327;2026-07-14\|49.94\|-2.29\|51.14\|52.50\|48.58\|39072;2026-07-15\|48.29\|-3.30\|50.43\|50.89\|47.74\|32336;2026-07-16\|47.50\|-1.64\|47.88\|49.25\|47.11\|27508;2026-07-17\|43.28\|-8.88\|47.78\|47.80\|42.90\|34645;2026-07-20\|39.93\|-7.74\|43.16\|44.26\|39.08\|43957;2026-07-21\|41.00\|2.68\|40.80\|41.13\|36.32\|60814;2026-07-22\|39.72\|-3.12\|40.22\|40.91\|39.12\|31684;2026-07-23\|38.57\|-2.90\|39.44\|39.91\|37.75\|42568;2026-07-24\|37.63\|-2.44\|37.00\|38.48\|37.00\|37192;2026-07-27\|39.30\|4.44\|36.69\|39.38\|36.69\|32450;2026-07-28\|37.87\|-3.64\|39.00\|39.97\|37.77\|25207;2026-07-29\|36.84\|-2.72\|37.78\|38.33\|36.02\|36007;2026-07-30\|34.32\|-6.84\|36.59\|36.80\|34.17\|36652;2026-07-31\|37.75\|9.99\|35.60\|37.75\|35.60\|34347;2026-08-03\|37.45\|-0.79\|38.17\|39.09\|37.30\|43690;2026-08-04\|40.28\|7.56\|37.45\|41.00\|37.35\|57689;2026-08-05\|41.33\|2.61\|41.00\|42.08\|39.60\|52150;2026-08-06\|41.21\|-0.29\|40.82\|42.30\|40.46\|39885;2026-08-07\|41.84\|1.53\|41.69\|41.88\|40.54\|27509;2026-08-10\|42.36\|1.24\|42.68\|42.72\|40.74\|34634;2026-08-11\|43.17\|1.91\|42.33\|43.67\|41.33\|41523;2026-08-12\|43.30\|0.30\|42.87\|43.88\|42.60\|24811;2026-08-13\|42.75\|-1.27\|43.44\|45.50\|42.69\|41775;2026-08-14\|41.95\|-1.87\|42.76\|43.83\|41.20\|30875;2026-08-17\|46.15\|10.01\|42.24\|46.15\|42.00\|48186;2026-08-18\|44.74\|-3.06\|46.14\|46.14\|44.29\|56734;2026-08-19\|40.28\|-9.97\|44.27\|44.55\|40.27\|48742;2026-08-20\|41.10\|2.04\|40.96\|41.69\|39.75\|27896;2026-08-21\|41.06\|-0.10\|40.68\|41.35\|40.17\|18636;2026-08-24\|40.92\|-0.34\|41.09\|42.27\|40.15\|23446;2026-08-25\|41.37\|1.10\|40.52\|41.62\|39.70\|17437;2026-08-26\|43.56\|5.29\|41.61\|45.51\|41.40\|78787;2026-08-27\|44.94\|3.17\|42.91\|45.51\|42.56\|60588;2026-08-28\|42.81\|-4.74\|44.00\|45.69\|42.81\|38834;2026-08-31\|46.00\|7.45\|42.43\|47.00\|41.92\|61258;2026-09-01\|46.30\|0.65\|45.87\|48.90\|45.85\|56463;2026-09-02\|46.12\|-0.39\|46.18\|46.92\|45.29\|35064;2026-09-03\|45.84\|-0.61\|46.40\|47.20\|45.01\|29772;2026-09-04\|43.05\|-6.09\|47.88\|49.68\|42.68\|61141;2026-09-07\|47.36\|10.01\|43.81\|47.36\|43.10\|67048
126523	SK海力士将投资384亿美元建设晶圆厂	半导体洁净+商业航天+苏州国资行业原因： 1、8月13日晚，中芯国际、华虹宏力同步披露了第二季度业绩，两大晶圆厂销售收入、毛利率均实现同比、环比的增长，销售收入创出历史新高。 2、两大晶圆厂对于第三季度的乐观指引，透露出半导体产业高景气度有望延续。AI依然是半导体产业成长最强劲的驱动力，并且需求已经从存储、逻辑扩展至功率、模拟等产品领域。公司原因： 1、据2026年6月30日异动公告，公司关注到近期市场对半导体概念板块关注度较高，公司股票短期涨幅较大，存在市场情绪过热的情形，目前半导体板块含洁净环保工程、设备、检测仪器业务营收占比较低。 2、据2025年12月2日投资者关系活动记录表，全资子公司江苏苏净核心产品先后为西昌、酒泉卫星发射基地，嫦娥、神舟、天宫系列等国家重点项目配套服务。 3、公司的最终控制人为苏州市人民政府国有资产监督管理委员会。	公司全资子公司江苏苏净是国内洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商，可为泛半导体行业提供相关产品和服务。江苏苏净是上海微电子、中芯国际、海力士的合格供应商	2026-04-29\|15.76\|9.98\|15.45\|15.76\|15.45\|214444;2026-04-30\|16.28\|3.30\|15.92\|16.61\|15.78\|597805;2026-05-06\|16.42\|0.86\|16.35\|16.64\|16.27\|445084;2026-05-07\|16.62\|1.22\|16.43\|16.73\|16.30\|290896;2026-05-08\|16.99\|2.23\|16.43\|17.09\|16.38\|302160;2026-05-11\|17.12\|0.77\|16.99\|17.30\|16.81\|259909;2026-05-12\|17.08\|-0.23\|17.19\|17.50\|16.96\|217480;2026-05-13\|17.50\|2.46\|16.98\|17.72\|16.95\|222810;2026-05-14\|16.41\|-6.23\|17.50\|17.65\|16.39\|392878;2026-05-15\|17.09\|4.14\|16.41\|17.65\|16.32\|314031;2026-05-18\|17.48\|2.28\|17.00\|17.92\|16.89\|315127;2026-05-19\|17.59\|0.63\|17.27\|17.61\|17.08\|236447;2026-05-20\|17.74\|0.85\|17.48\|17.75\|17.25\|218142;2026-05-21\|17.34\|-2.25\|17.76\|18.05\|16.76\|428606;2026-05-22\|17.34\|0.00\|17.03\|17.36\|16.44\|300687;2026-05-25\|17.11\|-1.33\|17.42\|17.78\|16.70\|255302;2026-05-26\|16.45\|-3.86\|16.89\|16.90\|16.17\|204385;2026-05-27\|16.17\|-1.70\|16.47\|16.50\|15.95\|167297;2026-05-28\|16.32\|0.93\|16.17\|16.33\|16.00\|133084;2026-05-29\|15.82\|-3.06\|16.31\|16.37\|15.46\|150140;2026-06-01\|15.64\|-1.14\|15.69\|15.80\|15.49\|121270;2026-06-02\|15.45\|-1.21\|15.60\|15.62\|15.03\|119894;2026-06-03\|15.32\|-0.84\|15.42\|15.60\|15.09\|129784;2026-06-04\|15.11\|-1.37\|15.06\|15.19\|14.88\|103535;2026-06-05\|15.12\|0.07\|15.11\|15.22\|14.60\|127628;2026-06-08\|14.45\|-4.43\|14.55\|14.96\|14.20\|117052;2026-06-09\|15.03\|4.01\|14.45\|15.05\|14.30\|130184;2026-06-10\|15.09\|0.40\|14.80\|15.12\|14.71\|150898;2026-06-11\|14.99\|-0.66\|15.00\|15.06\|14.65\|127518;2026-06-12\|14.89\|-0.67\|15.33\|15.50\|14.61\|199757;2026-06-15\|15.72\|5.57\|14.99\|15.72\|14.71\|237643;2026-06-16\|15.39\|-2.10\|15.56\|15.56\|15.27\|199141;2026-06-17\|15.21\|-1.17\|15.30\|15.49\|15.08\|195358;2026-06-18\|15.63\|2.76\|15.18\|15.65\|15.02\|221372;2026-06-22\|15.31\|-2.05\|15.60\|15.65\|14.62\|238318;2026-06-23\|16.84\|9.99\|15.42\|16.84\|15.40\|175475;2026-06-24\|16.81\|-0.18\|17.14\|17.14\|15.72\|434583;2026-06-25\|17.18\|2.20\|16.61\|17.53\|16.53\|488119;2026-06-26\|18.25\|6.23\|16.88\|18.90\|16.71\|669606;2026-06-29\|20.08\|10.03\|18.75\|20.08\|18.39\|624369;2026-06-30\|20.63\|2.74\|20.58\|21.32\|19.20\|755517;2026-07-01\|21.00\|1.79\|20.53\|21.98\|20.40\|582893;2026-07-02\|19.76\|-5.90\|20.05\|20.50\|19.50\|455208;2026-07-03\|20.50\|4.06\|19.39\|21.67\|19.00\|621887;2026-07-06\|19.90\|-2.93\|20.88\|21.23\|19.69\|432782;2026-07-07\|19.20\|-3.52\|19.75\|20.33\|19.05\|291457;2026-07-08\|17.62\|-8.23\|18.81\|19.12\|17.60\|333494;2026-07-09\|18.44\|4.65\|18.10\|18.62\|17.40\|300005;2026-07-10\|18.65\|1.14\|18.24\|19.77\|18.18\|395004;2026-07-13\|16.79\|-9.97\|18.42\|18.45\|16.79\|286306;2026-07-14\|15.51\|-7.62\|16.24\|16.54\|15.12\|387817;2026-07-15\|14.97\|-3.48\|15.58\|15.82\|14.78\|301272;2026-07-16\|14.16\|-5.41\|14.90\|15.05\|14.06\|296774;2026-07-17\|12.94\|-8.62\|14.11\|14.14\|12.80\|304903;2026-07-20\|12.24\|-5.41\|13.20\|13.46\|12.00\|275525;2026-07-21\|12.87\|5.15\|12.41\|12.94\|11.48\|344827;2026-07-22\|12.37\|-3.88\|12.80\|12.94\|12.25\|263682;2026-07-23\|12.73\|2.91\|12.35\|12.75\|12.26\|183333;2026-07-24\|12.53\|-1.57\|12.49\|12.77\|12.19\|144382;2026-07-27\|12.91\|3.03\|12.48\|12.91\|12.35\|155053;2026-07-28\|12.79\|-0.93\|13.14\|13.38\|12.68\|248208;2026-07-29\|12.87\|0.63\|12.80\|12.99\|12.24\|225026;2026-07-30\|12.05\|-6.37\|12.76\|12.88\|12.00\|227490;2026-07-31\|12.38\|2.74\|12.52\|12.92\|12.38\|222225;2026-08-03\|12.70\|2.58\|12.47\|12.87\|12.38\|166673;2026-08-04\|13.14\|3.46\|12.89\|13.20\|12.76\|291679;2026-08-05\|13.53\|2.97\|13.14\|13.54\|13.00\|308378;2026-08-06\|13.50\|-0.22\|13.39\|13.60\|13.22\|260355;2026-08-07\|13.57\|0.52\|13.49\|13.59\|13.13\|181421;2026-08-10\|13.67\|0.74\|13.71\|13.78\|13.41\|140490;2026-08-11\|13.52\|-1.10\|13.58\|13.74\|13.44\|108757;2026-08-12\|13.81\|2.15\|13.52\|13.87\|13.52\|121863;2026-08-13\|13.63\|-1.30\|13.84\|14.04\|13.63\|204581;2026-08-14\|14.10\|3.45\|13.68\|14.18\|13.68\|196733;2026-08-17\|15.51\|10.00\|14.20\|15.51\|14.01\|348446;2026-08-18\|14.00\|-9.74\|14.72\|14.76\|13.96\|610787;2026-08-19\|12.81\|-8.50\|13.71\|13.79\|12.78\|415191;2026-08-20\|12.60\|-1.64\|12.95\|12.99\|12.51\|228544;2026-08-21\|12.52\|-0.63\|12.60\|12.65\|12.27\|144336;2026-08-24\|12.26\|-2.08\|12.50\|12.51\|12.10\|145320;2026-08-25\|12.41\|1.22\|12.10\|12.45\|12.02\|136124;2026-08-26\|12.40\|-0.08\|12.39\|12.48\|12.28\|102725;2026-08-27\|12.68\|2.26\|12.42\|12.69\|12.41\|153752;2026-08-28\|12.52\|-1.26\|12.68\|12.72\|12.51\|119991;2026-08-31\|12.66\|1.12\|12.35\|12.66\|12.29\|85862;2026-09-01\|12.50\|-1.26\|12.65\|12.65\|12.44\|106508;2026-09-02\|12.27\|-1.84\|12.39\|12.41\|12.22\|104713;2026-09-03\|12.18\|-0.73\|12.35\|12.38\|12.12\|131423;2026-09-04\|12.14\|-0.33\|12.26\|12.39\|12.04\|137362;2026-09-07\|12.24\|0.82\|12.19\|12.29\|12.07\|91574
126522	美股AI算力租赁商Nebius股价暴涨	服务器电源+储能+央企 1、据2026年8月13日互动易，公司服务器电源产品受益于DSP数字化设计，具有高功率密度、绿色化、智能化等特点，单机功率范围360W到3200W，部分产品采用SiC和GaN器件，达到80PLUS钛金效率要求。 2、据2026年7月23日公告，公司全资子公司拟投资建设储能PACK生产线，并参股深圳市爱尚能源科技有限公司，以抓住光储充市场机遇，完善业务布局。 3、据2026年4月28日年报，公司最终控制人为中国广核集团有限公司，具备央企背景。	1、公司服务器电源可配套数据中心建设，标准化服务器电源360W到3200W系列产品已全部小批量生产，部分实现批量生产，且均有国产化产品； 2、公司拟与郑州正方科技合作共同拓展两轮电动车快充充电桩业务	2026-04-29\|19.87\|2.32\|19.20\|20.05\|19.17\|59785;2026-04-30\|20.56\|3.47\|19.70\|20.98\|19.70\|125155;2026-05-06\|21.16\|2.92\|20.97\|21.25\|20.35\|118454;2026-05-07\|21.78\|2.93\|21.00\|21.95\|20.90\|108527;2026-05-08\|21.46\|-1.47\|21.66\|21.94\|21.26\|81940;2026-05-11\|21.50\|0.19\|21.50\|21.86\|21.02\|77137;2026-05-12\|20.97\|-2.47\|21.31\|21.64\|20.86\|64126;2026-05-13\|21.22\|1.19\|20.99\|22.10\|20.85\|97481;2026-05-14\|21.32\|0.47\|21.23\|21.97\|20.96\|102451;2026-05-15\|21.92\|2.81\|21.19\|22.32\|21.09\|126174;2026-05-18\|21.52\|-1.82\|21.53\|22.28\|20.88\|107368;2026-05-19\|22.60\|5.02\|21.60\|22.97\|21.60\|137771;2026-05-20\|22.23\|-1.64\|22.39\|23.84\|22.01\|131760;2026-05-21\|20.70\|-6.88\|22.14\|22.34\|20.56\|143622;2026-05-22\|21.29\|2.85\|20.95\|21.58\|20.60\|99337;2026-05-25\|20.62\|-3.15\|21.40\|21.48\|20.36\|86721;2026-05-26\|19.68\|-4.56\|20.43\|20.53\|19.48\|83267;2026-05-27\|18.99\|-3.51\|19.71\|19.75\|18.70\|67214;2026-05-28\|19.25\|1.37\|18.68\|19.53\|18.68\|61567;2026-05-29\|17.89\|-7.06\|19.19\|19.30\|17.75\|87016;2026-06-01\|17.75\|-0.78\|17.89\|18.15\|17.52\|71506;2026-06-02\|17.24\|-2.87\|17.76\|17.88\|17.04\|49964;2026-06-03\|17.27\|0.17\|17.37\|17.54\|16.91\|62089;2026-06-04\|16.77\|-2.90\|17.05\|17.27\|16.58\|56602;2026-06-05\|16.92\|0.89\|16.78\|17.22\|16.16\|67656;2026-06-08\|15.92\|-5.91\|16.30\|16.69\|15.60\|59839;2026-06-09\|16.16\|1.51\|15.97\|16.56\|15.88\|50857;2026-06-10\|15.53\|-3.90\|15.95\|16.11\|15.23\|54592;2026-06-11\|15.07\|-2.96\|15.40\|15.53\|14.84\|48984;2026-06-12\|15.35\|1.86\|15.20\|15.63\|15.04\|44146;2026-06-15\|15.76\|2.67\|15.36\|15.99\|15.36\|40244;2026-06-16\|16.33\|3.62\|15.83\|16.35\|15.41\|49816;2026-06-17\|16.06\|-1.65\|16.20\|16.38\|15.89\|47200;2026-06-18\|15.76\|-1.87\|16.04\|16.10\|15.64\|46867;2026-06-22\|15.47\|-1.84\|15.74\|15.86\|14.94\|52269;2026-06-23\|15.31\|-1.03\|15.31\|15.79\|15.18\|46100;2026-06-24\|15.00\|-2.02\|15.38\|15.67\|14.80\|52218;2026-06-25\|14.48\|-3.47\|15.00\|15.29\|14.32\|59318;2026-06-26\|14.15\|-2.28\|14.36\|14.57\|14.00\|49438;2026-06-29\|13.96\|-1.34\|14.10\|14.15\|13.52\|48614;2026-06-30\|14.15\|1.36\|13.96\|14.23\|13.66\|39925;2026-07-01\|14.23\|0.57\|14.46\|14.50\|14.12\|52067;2026-07-02\|14.21\|-0.14\|14.23\|15.05\|14.14\|60990;2026-07-03\|14.45\|1.69\|14.23\|14.80\|14.12\|52017;2026-07-06\|15.60\|7.96\|14.43\|15.70\|14.43\|130277;2026-07-07\|18.72\|20.00\|15.71\|18.72\|15.71\|233851;2026-07-08\|19.12\|2.14\|18.67\|19.57\|17.52\|331250;2026-07-09\|19.13\|0.05\|18.93\|19.30\|18.16\|232261;2026-07-10\|20.65\|7.95\|19.02\|21.78\|19.00\|237670;2026-07-13\|20.06\|-2.86\|20.96\|21.50\|19.90\|161569;2026-07-14\|19.70\|-1.79\|19.99\|20.65\|18.90\|150880;2026-07-15\|20.39\|3.50\|20.09\|20.69\|19.55\|152165;2026-07-16\|18.30\|-10.25\|20.00\|20.60\|17.99\|201751;2026-07-17\|17.93\|-2.02\|18.31\|19.06\|17.60\|164668;2026-07-20\|17.15\|-4.35\|18.53\|18.64\|16.77\|125334;2026-07-21\|17.81\|3.85\|17.32\|17.94\|15.68\|138280;2026-07-22\|17.11\|-3.93\|17.51\|17.61\|16.38\|100055;2026-07-23\|16.88\|-1.34\|16.81\|17.20\|16.68\|71082;2026-07-24\|16.08\|-4.74\|16.55\|16.80\|16.00\|76302;2026-07-27\|16.58\|3.11\|15.92\|16.60\|15.71\|55126;2026-07-28\|16.10\|-2.90\|16.17\|16.44\|15.86\|63118;2026-07-29\|15.76\|-2.11\|16.10\|16.15\|15.60\|62082;2026-07-30\|14.43\|-8.44\|15.75\|15.75\|14.42\|80131;2026-07-31\|14.75\|2.22\|14.76\|15.32\|14.74\|72103;2026-08-03\|14.91\|1.08\|14.92\|15.10\|14.63\|69857;2026-08-04\|15.54\|4.23\|15.00\|15.60\|14.81\|71959;2026-08-05\|15.75\|1.35\|15.52\|15.95\|15.36\|65450;2026-08-06\|15.81\|0.38\|15.73\|15.90\|15.40\|49436;2026-08-07\|16.00\|1.20\|15.74\|16.10\|15.37\|52368;2026-08-10\|15.95\|-0.31\|16.00\|16.15\|15.72\|45868;2026-08-11\|16.00\|0.31\|15.88\|16.16\|15.53\|53887;2026-08-12\|16.17\|1.06\|15.90\|16.27\|15.88\|49641;2026-08-13\|15.95\|-1.36\|16.18\|16.36\|15.95\|46272;2026-08-14\|16.10\|0.94\|15.95\|16.46\|15.89\|40826;2026-08-17\|19.32\|20.00\|16.17\|19.32\|16.10\|194777;2026-08-18\|22.50\|16.46\|20.02\|22.79\|19.49\|313507;2026-08-19\|23.31\|3.60\|23.90\|25.10\|23.21\|310664;2026-08-20\|23.50\|0.82\|23.42\|23.78\|22.14\|208851;2026-08-21\|24.22\|3.06\|24.90\|26.27\|23.75\|191770;2026-08-24\|24.13\|-0.37\|24.11\|24.58\|23.13\|150365;2026-08-25\|23.47\|-2.74\|23.76\|23.82\|22.68\|133241;2026-08-26\|19.58\|-16.57\|23.56\|24.36\|18.90\|309209;2026-08-27\|18.62\|-4.90\|19.20\|19.69\|18.48\|262663;2026-08-28\|17.55\|-5.75\|18.40\|18.43\|17.53\|211297;2026-08-31\|17.47\|-0.46\|17.23\|17.54\|17.05\|134271;2026-09-01\|17.10\|-2.12\|17.49\|17.50\|16.98\|116564;2026-09-02\|16.91\|-1.11\|16.93\|17.20\|16.85\|80485;2026-09-03\|16.78\|-0.77\|16.93\|17.13\|16.58\|87394;2026-09-04\|16.65\|-0.77\|16.76\|17.05\|16.55\|90821;2026-09-07\|19.98\|20.00\|16.70\|19.98\|16.64\|296162
126521		精草铵膦+草铵膦涨价+股份转让+央企 1、据2026年7月1日互动易，草铵膦、精草铵膦需求旺盛，相比1季度，近期市场报价有所上调，公司正积极关注并做好市场策略。 2、据2026年6月22日公告，控股股东久远集团及其一致行动人化材科技拟转让合计23.50%股份，公开征集期内共有10家意向受让方提交申请并足额缴纳保证金，转让可能导致公司控股股东及实际控制人发生变更。 3、据2025年年度报告及2026年4月9日投资者关系活动记录表，公司是国内最大规模的精草铵膦原药生产企业，津市基地现有精草铵膦产能2万吨并推进扩能，正加快海外登记与市场布局。 4、据2025年年度报告，公司实际控制人为中国工程物理研究院，最终控制人为中国工程物理研究院。	华润双鹤拟56.56亿元现金收购利尔化学23.5%股份	2026-04-29\|12.96\|-0.31\|13.01\|13.17\|12.85\|122012;2026-04-30\|12.90\|-0.46\|12.96\|13.18\|12.85\|130143;2026-05-06\|12.64\|-2.02\|12.95\|13.01\|12.47\|224071;2026-05-07\|12.48\|-1.27\|12.64\|12.71\|12.30\|170582;2026-05-08\|12.38\|-0.80\|12.47\|12.57\|12.32\|154037;2026-05-11\|12.37\|-0.08\|12.41\|12.45\|12.26\|118042;2026-05-12\|12.40\|0.24\|12.45\|12.64\|12.32\|200148;2026-05-13\|12.47\|0.56\|12.38\|12.59\|12.38\|157342;2026-05-14\|12.21\|-2.08\|12.49\|12.61\|12.19\|165589;2026-05-15\|12.34\|1.06\|12.38\|12.60\|12.27\|176769;2026-05-18\|12.21\|-1.05\|12.36\|12.46\|12.13\|125238;2026-05-19\|12.35\|1.15\|12.19\|12.65\|11.90\|248526;2026-05-20\|12.05\|-2.43\|12.28\|12.29\|12.01\|138301;2026-05-21\|11.79\|-2.16\|12.80\|12.90\|11.78\|309624;2026-05-22\|12.17\|3.22\|12.03\|12.29\|11.81\|179676;2026-05-25\|12.56\|3.20\|12.38\|12.94\|12.22\|272632;2026-05-26\|12.75\|1.51\|12.52\|12.89\|12.45\|208864;2026-05-27\|12.50\|-1.96\|12.75\|12.95\|12.38\|153473;2026-05-28\|12.68\|1.44\|12.51\|12.92\|12.03\|228454;2026-05-29\|12.43\|-1.97\|12.72\|12.85\|12.30\|140818;2026-06-01\|12.63\|1.61\|12.36\|12.72\|12.35\|138436;2026-06-02\|12.70\|0.55\|12.63\|12.84\|12.41\|147407;2026-06-03\|13.13\|3.39\|12.67\|13.27\|12.44\|276732;2026-06-04\|13.11\|-0.15\|13.19\|13.42\|12.90\|240955;2026-06-05\|13.37\|1.98\|13.14\|13.93\|13.01\|351534;2026-06-08\|12.75\|-4.64\|13.30\|13.35\|12.75\|253742;2026-06-09\|12.81\|0.47\|12.80\|13.10\|12.59\|145565;2026-06-10\|13.16\|2.73\|12.69\|13.27\|12.65\|180257;2026-06-11\|12.94\|-1.67\|13.15\|13.30\|12.83\|131363;2026-06-12\|13.17\|3.38\|12.51\|13.39\|12.33\|244543;2026-06-15\|13.69\|3.95\|13.22\|13.69\|13.14\|231761;2026-06-16\|13.96\|1.97\|13.72\|14.06\|13.54\|220065;2026-06-17\|13.58\|-2.72\|14.00\|14.00\|13.48\|189310;2026-06-18\|12.94\|-4.71\|13.55\|13.63\|12.60\|333607;2026-06-22\|14.23\|9.97\|13.08\|14.23\|13.05\|472515;2026-06-23\|13.64\|-4.15\|14.10\|14.33\|13.57\|296581;2026-06-24\|13.95\|2.27\|13.78\|14.20\|13.61\|238193;2026-06-25\|13.33\|-4.44\|13.87\|13.94\|13.08\|279612;2026-06-26\|13.12\|-1.58\|13.42\|13.45\|12.67\|226605;2026-06-29\|12.69\|-3.28\|13.04\|13.16\|12.37\|213611;2026-06-30\|12.71\|0.16\|12.58\|12.78\|12.38\|128423;2026-07-01\|12.57\|-1.10\|12.77\|12.78\|12.44\|136145;2026-07-02\|13.83\|10.02\|12.77\|13.83\|12.50\|319845;2026-07-03\|13.75\|-0.58\|13.69\|13.92\|13.32\|329957;2026-07-06\|13.73\|-0.15\|13.81\|14.16\|13.72\|215617;2026-07-07\|13.61\|-0.87\|13.68\|13.85\|13.42\|153113;2026-07-08\|13.64\|0.22\|13.62\|13.82\|13.27\|177512;2026-07-09\|13.76\|0.88\|13.41\|13.97\|13.37\|193197;2026-07-10\|13.43\|-2.40\|13.61\|13.77\|13.20\|169175;2026-07-13\|13.76\|2.46\|13.45\|14.08\|13.37\|258372;2026-07-14\|12.83\|-6.76\|13.76\|13.95\|12.64\|367927;2026-07-15\|13.83\|7.79\|12.90\|14.09\|12.82\|439624;2026-07-16\|13.10\|-5.28\|13.82\|13.83\|12.96\|406148;2026-07-17\|12.87\|-1.76\|13.10\|13.21\|12.81\|168619;2026-07-20\|13.01\|1.09\|12.80\|13.20\|12.70\|145619;2026-07-21\|13.03\|0.15\|12.98\|13.18\|12.85\|151210;2026-07-22\|13.78\|5.76\|13.00\|14.00\|12.77\|435951;2026-07-23\|14.39\|4.43\|13.75\|14.50\|13.54\|345378;2026-07-24\|13.95\|-3.06\|14.27\|14.38\|13.92\|199385;2026-07-27\|14.42\|3.37\|13.95\|14.67\|13.83\|279622;2026-07-28\|14.05\|-2.57\|14.28\|14.35\|13.96\|216613;2026-07-29\|14.71\|4.70\|14.30\|14.74\|13.85\|302689;2026-07-30\|16.18\|9.99\|16.18\|16.18\|15.38\|368622;2026-07-31\|15.90\|-1.73\|16.12\|16.54\|14.96\|860828;2026-08-03\|14.69\|-7.61\|15.27\|15.37\|14.67\|476603;2026-08-04\|14.70\|0.07\|14.51\|14.70\|14.11\|367698;2026-08-05\|14.62\|-0.54\|14.45\|14.88\|14.40\|287361;2026-08-06\|14.30\|-2.19\|14.61\|14.62\|14.16\|290687;2026-08-07\|14.09\|-1.47\|14.15\|14.32\|13.77\|302458;2026-08-10\|14.48\|2.77\|14.05\|14.56\|13.96\|306824;2026-08-11\|14.23\|-1.73\|14.36\|14.40\|14.18\|164776;2026-08-12\|14.19\|-0.28\|14.22\|14.26\|14.11\|135340;2026-08-13\|13.71\|-3.38\|14.17\|14.24\|13.71\|213356;2026-08-14\|13.58\|-0.95\|13.70\|13.77\|13.45\|152741;2026-08-17\|14.94\|10.01\|13.61\|14.94\|13.61\|435399;2026-08-18\|14.97\|0.20\|14.94\|15.15\|14.59\|591468;2026-08-19\|14.65\|-2.14\|14.71\|15.08\|14.62\|314723;2026-08-20\|14.81\|1.09\|14.65\|15.05\|14.65\|312431;2026-08-21\|14.59\|-1.49\|14.68\|14.70\|14.42\|184540;2026-08-24\|14.16\|-2.95\|14.50\|14.56\|14.00\|199217;2026-08-25\|14.24\|0.56\|14.10\|14.40\|14.03\|138377;2026-08-26\|14.07\|-1.19\|14.16\|14.30\|14.00\|159359;2026-08-27\|14.16\|0.64\|14.07\|14.29\|13.93\|185046;2026-08-28\|14.37\|1.48\|14.19\|14.45\|14.12\|191046;2026-08-31\|14.67\|2.09\|14.37\|14.75\|14.25\|280071;2026-09-01\|14.78\|0.75\|14.52\|15.10\|14.47\|254214;2026-09-02\|14.60\|-1.22\|14.62\|14.90\|14.36\|185181;2026-09-03\|14.36\|-1.64\|14.68\|14.74\|14.36\|128860;2026-09-04\|14.86\|3.48\|14.75\|15.14\|14.48\|353716;2026-09-07\|14.96\|0.67\|14.90\|15.06\|14.55\|309231
126520	美股AI算力租赁商Nebius股价暴涨	涨停揭秘：1.5亿元算力中心建设订单确认，算电协同新业务方向明确；涨停缘由：已取得算力中心建设订单1.5亿元，后续将重点拓展算力中心建设及算电协同相关业务，契合新型电力系统与算力融合趋势；资金逻辑：资金押注订单驱动型算力基建服务商，关注从建设到运营全周期价值延伸潜力；风险提示：订单执行周期长，回款节奏不确定，算电协同业务尚处初期，营收贡献暂不显著	公司已取得算力中心建设订单1.5亿元，后续将重点拓展算力中心建设及算电协同相关业务	2026-04-29\|13.95\|-1.13\|14.21\|14.35\|13.95\|103582;2026-04-30\|13.72\|-1.65\|13.95\|14.07\|13.60\|116801;2026-05-06\|14.17\|3.28\|13.86\|14.45\|13.51\|180329;2026-05-07\|14.29\|0.85\|14.18\|14.56\|14.00\|103671;2026-05-08\|14.58\|2.03\|14.34\|14.75\|14.01\|119029;2026-05-11\|13.93\|-4.46\|14.75\|14.75\|13.86\|197949;2026-05-12\|13.76\|-1.22\|13.98\|14.23\|13.75\|120412;2026-05-13\|14.24\|3.49\|13.76\|14.65\|13.60\|159039;2026-05-14\|13.38\|-6.04\|14.28\|14.30\|13.37\|168780;2026-05-15\|13.45\|0.52\|13.46\|13.78\|13.35\|96448;2026-05-18\|13.37\|-0.59\|13.48\|13.62\|13.23\|79583;2026-05-19\|13.09\|-2.09\|13.35\|13.40\|12.95\|102833;2026-05-20\|13.27\|1.38\|13.10\|13.55\|12.88\|120358;2026-05-21\|13.37\|0.75\|13.36\|14.14\|13.31\|202306;2026-05-22\|14.33\|7.18\|13.48\|14.76\|13.37\|280591;2026-05-25\|15.16\|5.79\|14.68\|15.35\|14.68\|282808;2026-05-26\|15.42\|1.72\|15.06\|15.92\|15.01\|254402;2026-05-27\|14.84\|-3.76\|15.56\|15.79\|14.76\|178785;2026-05-28\|14.67\|-1.15\|14.73\|15.06\|14.27\|124997;2026-05-29\|13.90\|-5.25\|14.78\|14.90\|13.75\|148407;2026-06-01\|14.25\|2.52\|14.00\|14.65\|13.90\|143952;2026-06-02\|13.38\|-6.11\|14.25\|14.30\|13.34\|142833;2026-06-03\|14.12\|5.53\|13.46\|14.20\|13.34\|204353;2026-06-04\|13.81\|-2.20\|14.04\|14.19\|13.71\|123966;2026-06-05\|13.49\|-2.32\|13.80\|13.88\|13.39\|127030;2026-06-08\|13.08\|-3.04\|13.00\|13.63\|12.75\|137615;2026-06-09\|13.51\|3.29\|13.09\|13.76\|12.85\|159202;2026-06-10\|12.88\|-4.66\|13.28\|13.44\|12.66\|140597;2026-06-11\|12.27\|-4.74\|12.78\|13.16\|12.11\|136769;2026-06-12\|12.25\|-0.16\|12.62\|12.73\|12.15\|109666;2026-06-15\|12.81\|4.57\|12.39\|12.86\|12.15\|114848;2026-06-16\|12.53\|-2.19\|12.69\|12.73\|12.17\|151175;2026-06-17\|13.23\|5.59\|12.47\|13.39\|12.47\|176110;2026-06-18\|14.78\|11.72\|13.27\|14.88\|13.27\|368916;2026-06-22\|16.98\|14.88\|15.82\|17.00\|15.40\|657369;2026-06-23\|17.02\|0.24\|17.00\|17.42\|16.52\|428049;2026-06-24\|17.71\|4.05\|16.80\|18.11\|16.80\|333409;2026-06-25\|18.91\|6.78\|17.88\|18.98\|17.88\|410058;2026-06-26\|18.78\|-0.69\|19.30\|20.73\|18.57\|598135;2026-06-29\|20.07\|6.87\|19.12\|20.66\|19.12\|552076;2026-06-30\|20.72\|3.24\|20.07\|20.77\|19.70\|330235;2026-07-01\|20.83\|0.53\|20.48\|21.47\|20.40\|319531;2026-07-02\|20.30\|-2.54\|20.83\|21.18\|20.03\|352176;2026-07-03\|20.17\|-0.64\|20.39\|20.53\|19.54\|372030;2026-07-06\|20.45\|1.39\|20.49\|21.21\|19.88\|326468;2026-07-07\|19.93\|-2.54\|20.42\|20.80\|19.80\|193296;2026-07-08\|18.21\|-8.63\|19.50\|19.93\|18.00\|451657;2026-07-09\|18.35\|0.77\|18.30\|18.43\|17.20\|304651;2026-07-10\|18.01\|-1.64\|18.68\|19.31\|17.94\|253714;2026-07-13\|16.43\|-8.77\|17.75\|17.99\|16.34\|222776;2026-07-14\|18.08\|10.04\|16.71\|18.23\|16.26\|379589;2026-07-15\|17.73\|-1.94\|18.31\|18.64\|17.60\|259603;2026-07-16\|17.60\|-0.73\|17.68\|18.25\|17.28\|238037;2026-07-17\|15.26\|-13.30\|17.80\|17.80\|15.17\|331109;2026-07-20\|15.00\|-1.70\|15.66\|16.60\|14.39\|389430;2026-07-21\|16.95\|13.00\|15.03\|17.00\|14.13\|400428;2026-07-22\|17.29\|2.01\|16.87\|17.49\|16.50\|324579;2026-07-23\|17.58\|1.68\|17.31\|17.80\|16.98\|288946;2026-07-24\|19.05\|8.36\|17.30\|19.25\|17.12\|471545;2026-07-27\|15.24\|-20.00\|17.92\|17.92\|15.24\|542333;2026-07-28\|13.94\|-8.53\|14.69\|15.18\|13.74\|439548;2026-07-29\|13.12\|-5.88\|13.84\|14.06\|12.88\|412264;2026-07-30\|11.96\|-8.84\|12.99\|13.10\|11.96\|370307;2026-07-31\|11.93\|-0.25\|12.37\|12.69\|11.88\|346891;2026-08-03\|13.60\|14.00\|11.90\|13.64\|11.76\|489488;2026-08-04\|14.01\|3.01\|13.85\|14.28\|13.36\|316540;2026-08-05\|14.98\|6.92\|13.94\|15.08\|13.91\|304951;2026-08-06\|14.88\|-0.67\|14.83\|15.45\|14.59\|323357;2026-08-07\|15.83\|6.38\|14.74\|16.09\|14.74\|286985;2026-08-10\|14.74\|-6.89\|16.05\|16.29\|14.32\|420806;2026-08-11\|15.07\|2.24\|14.78\|15.57\|14.52\|276718;2026-08-12\|14.76\|-2.06\|15.07\|15.07\|14.40\|273538;2026-08-13\|15.29\|3.59\|14.95\|15.77\|14.80\|370151;2026-08-14\|15.12\|-1.11\|15.16\|15.64\|14.71\|293065;2026-08-17\|18.14\|19.97\|15.78\|18.14\|15.75\|812959;2026-08-18\|19.41\|7.00\|18.86\|19.53\|18.00\|732227;2026-08-19\|18.56\|-4.38\|19.25\|19.31\|18.44\|421240;2026-08-20\|18.45\|-0.59\|19.00\|19.50\|18.27\|346927;2026-08-21\|18.82\|2.01\|18.87\|19.20\|18.30\|297741;2026-08-24\|18.52\|-1.59\|18.98\|19.39\|17.72\|340911;2026-08-25\|19.09\|3.08\|18.70\|19.60\|18.61\|403067;2026-08-26\|18.81\|-1.47\|18.92\|19.17\|18.18\|254334;2026-08-27\|19.48\|3.56\|18.56\|19.73\|18.33\|361142;2026-08-28\|19.72\|1.23\|19.90\|20.32\|19.45\|357123;2026-08-31\|18.18\|-7.81\|15.90\|18.44\|15.90\|475989;2026-09-01\|17.89\|-1.60\|18.19\|18.72\|17.89\|302507;2026-09-02\|17.15\|-4.14\|17.72\|17.75\|17.08\|276024;2026-09-03\|18.21\|6.18\|17.24\|18.55\|16.90\|363176;2026-09-04\|17.35\|-4.72\|18.18\|18.40\|17.28\|259926;2026-09-07\|18.32\|5.59\|17.80\|18.49\|17.37\|267050
126519		卫星通信+定增+高速铜缆+海外收购行业原因：据华西证券8月15日研报，在AI算力大基建浪潮下，高速铜缆凭借低成本、低功耗、低时延优势，在机柜内互连、服务器背板等场景中仍具重要地位。公司原因： 1、据2026年6月6日公告，公司拟向特定对象发行A股股票，募集资金用于卫星通信终端关键技术研发及产业化等项目。 2、据2026年5月15日业绩说明会，公司卫星通信终端业务已与CANAL+签署订单，并重点推进与SES合作项目商业落地，同步拓展南美市场。 3、据2026年5月15日业绩说明会，公司2025年射频电缆类产品营收约4.2亿元，同比增长66%，其中高性能数据线缆、车载高速线缆受益于AI算力与车载电子化需求，出货量大幅增加。 4、据2026年7月10日公告，公司拟以现金方式收购Triax UK Limited 100%股权，交易金额为419万英镑。	公司是DVB-NIP软硬件唯一提供商，软件已获欧洲某头部卫星运营商认可	2026-04-29\|13.45\|-0.59\|13.54\|13.68\|13.30\|100022;2026-04-30\|13.68\|1.71\|13.33\|13.75\|13.22\|93998;2026-05-06\|13.82\|1.02\|13.88\|14.01\|13.75\|110832;2026-05-07\|14.31\|3.55\|13.85\|14.38\|13.81\|145783;2026-05-08\|14.47\|1.12\|14.40\|14.50\|14.03\|117102;2026-05-11\|14.72\|1.73\|14.54\|15.04\|14.52\|158675;2026-05-12\|14.57\|-1.02\|14.85\|14.86\|14.48\|120828;2026-05-13\|14.58\|0.07\|14.48\|14.71\|14.38\|106044;2026-05-14\|14.14\|-3.02\|14.62\|14.70\|14.13\|137637;2026-05-15\|13.77\|-2.62\|14.10\|14.31\|13.61\|118922;2026-05-18\|14.20\|3.12\|13.78\|14.36\|13.59\|121064;2026-05-19\|14.56\|2.54\|14.20\|14.57\|14.01\|115121;2026-05-20\|14.28\|-1.92\|14.50\|14.59\|14.22\|118455;2026-05-21\|13.71\|-3.99\|14.25\|14.48\|13.60\|124091;2026-05-22\|14.26\|4.01\|13.85\|14.28\|13.63\|120594;2026-05-25\|14.33\|0.49\|14.35\|14.80\|14.23\|132881;2026-05-26\|13.74\|-4.12\|14.23\|14.23\|13.50\|121963;2026-05-27\|13.21\|-3.86\|13.77\|13.78\|13.04\|116900;2026-05-28\|13.50\|2.20\|12.93\|13.63\|12.93\|95799;2026-05-29\|12.51\|-7.33\|13.45\|13.60\|12.40\|133486;2026-06-01\|12.44\|-0.56\|12.57\|12.99\|12.37\|100311;2026-06-02\|12.52\|0.64\|12.42\|12.60\|12.11\|110793;2026-06-03\|12.36\|-1.28\|12.57\|13.08\|12.23\|123138;2026-06-04\|12.61\|2.02\|12.26\|12.79\|12.10\|149481;2026-06-05\|13.02\|3.25\|12.50\|13.70\|12.41\|204561;2026-06-08\|12.23\|-6.07\|12.80\|13.40\|12.09\|261022;2026-06-09\|12.09\|-1.14\|12.47\|12.51\|11.94\|179615;2026-06-10\|11.76\|-2.73\|11.92\|12.09\|11.57\|132046;2026-06-11\|11.42\|-2.89\|11.67\|11.77\|11.28\|99164;2026-06-12\|11.17\|-2.19\|11.54\|11.77\|11.13\|121563;2026-06-15\|11.90\|6.54\|11.17\|12.29\|11.17\|213871;2026-06-16\|12.33\|3.61\|11.78\|12.55\|11.70\|225750;2026-06-17\|12.22\|-0.89\|12.09\|12.63\|12.09\|147615;2026-06-18\|11.94\|-2.29\|12.10\|12.32\|11.92\|118370;2026-06-22\|11.61\|-2.76\|11.94\|12.07\|11.45\|137833;2026-06-23\|11.72\|0.95\|11.66\|11.86\|11.46\|123922;2026-06-24\|11.93\|1.79\|11.66\|12.15\|11.33\|137337;2026-06-25\|11.31\|-5.20\|12.00\|12.23\|11.17\|142302;2026-06-26\|10.82\|-4.33\|11.10\|11.20\|10.78\|141112;2026-06-29\|10.72\|-0.92\|10.79\|10.85\|10.28\|133785;2026-06-30\|11.10\|3.54\|10.60\|11.15\|10.48\|122935;2026-07-01\|10.81\|-2.61\|11.13\|11.23\|10.70\|124000;2026-07-02\|10.86\|0.46\|10.61\|11.59\|10.51\|223272;2026-07-03\|11.05\|1.75\|10.92\|11.15\|10.76\|150038;2026-07-06\|10.25\|-7.24\|11.04\|11.08\|10.23\|170971;2026-07-07\|9.95\|-2.93\|10.26\|10.46\|9.92\|110235;2026-07-08\|9.76\|-1.91\|9.94\|10.16\|9.72\|83384;2026-07-09\|9.93\|1.74\|9.76\|9.94\|9.43\|86402;2026-07-10\|10.15\|2.22\|10.10\|10.58\|10.02\|153069;2026-07-13\|9.32\|-8.18\|10.19\|10.24\|9.29\|130843;2026-07-14\|9.32\|0.00\|9.35\|9.40\|8.99\|95201;2026-07-15\|9.05\|-2.90\|9.22\|9.33\|9.00\|86063;2026-07-16\|8.97\|-0.88\|9.02\|9.24\|8.88\|90960;2026-07-17\|8.40\|-6.35\|8.90\|8.98\|8.33\|121297;2026-07-20\|7.89\|-6.07\|8.40\|8.55\|7.75\|131290;2026-07-21\|8.07\|2.28\|7.99\|8.22\|7.31\|136810;2026-07-22\|8.30\|2.85\|7.93\|8.76\|7.90\|207316;2026-07-23\|8.38\|0.96\|8.32\|8.47\|8.17\|100245;2026-07-24\|8.17\|-2.51\|8.30\|8.37\|8.07\|59676;2026-07-27\|8.57\|4.90\|8.08\|8.61\|8.08\|88198;2026-07-28\|8.53\|-0.47\|8.43\|8.79\|8.43\|106265;2026-07-29\|8.60\|0.82\|8.59\|8.64\|8.36\|97880;2026-07-30\|8.44\|-1.86\|8.50\|8.67\|8.37\|70692;2026-07-31\|8.55\|1.30\|8.57\|8.74\|8.55\|81082;2026-08-03\|8.88\|3.86\|8.50\|8.88\|8.49\|72244;2026-08-04\|9.01\|1.46\|8.88\|9.06\|8.82\|80376;2026-08-05\|9.11\|1.11\|9.02\|9.19\|9.00\|82375;2026-08-06\|9.23\|1.32\|9.10\|9.32\|9.02\|73233;2026-08-07\|9.27\|0.43\|9.24\|9.30\|9.03\|72928;2026-08-10\|9.37\|1.08\|9.29\|9.37\|9.10\|66823;2026-08-11\|9.27\|-1.07\|9.30\|9.41\|9.17\|53814;2026-08-12\|9.49\|2.37\|9.34\|9.56\|9.24\|64155;2026-08-13\|9.43\|-0.63\|9.53\|9.70\|9.40\|84238;2026-08-14\|9.75\|3.39\|9.53\|10.15\|9.43\|191924;2026-08-17\|10.73\|10.05\|10.05\|10.73\|9.78\|250163;2026-08-18\|10.19\|-5.03\|10.70\|10.87\|10.08\|320090;2026-08-19\|9.38\|-7.95\|10.31\|10.49\|9.33\|243510;2026-08-20\|9.66\|2.99\|9.52\|9.96\|9.21\|206449;2026-08-21\|9.67\|0.10\|9.67\|9.87\|9.48\|110755;2026-08-24\|9.62\|-0.52\|9.49\|9.80\|9.41\|115500;2026-08-25\|10.06\|4.57\|9.50\|10.12\|9.45\|187926;2026-08-26\|9.98\|-0.80\|9.96\|10.28\|9.89\|140500;2026-08-27\|10.16\|1.80\|9.95\|10.25\|9.87\|120807;2026-08-28\|10.23\|0.69\|10.18\|10.37\|10.00\|90147;2026-08-31\|10.31\|0.78\|10.09\|10.32\|10.05\|72779;2026-09-01\|10.50\|1.84\|10.36\|10.54\|10.22\|99581;2026-09-02\|10.64\|1.33\|10.41\|10.69\|10.37\|109772;2026-09-03\|10.35\|-2.73\|10.66\|10.68\|10.25\|103993;2026-09-04\|10.21\|-1.35\|10.38\|10.52\|10.15\|98158;2026-09-07\|10.32\|1.08\|10.17\|10.35\|10.15\|77838
126518		数据中心设计+工程咨询+北斗技术+无人驾驶 1、据2026年4月4日年报，控股子公司贵州勘设泰宇坦行科技有限公司已开通无人驾驶智慧接驳示范线路，积极开拓市区、景区“智慧交通+文旅”创新业务场景。 2、据2026年4月4日年报，公司参编的国标《北斗卫星综合监测系统工程技术标准》已于2025年10月正式发布，北斗技术工程化应用获得国家级背书。 3、据2025年10月24日互动易，公司具备工程设计综合甲级等顶级资质，承担贵安新区腾讯七星数据中心、贵州省地震局数据中心等洞库式数据中心设计。 4、2026年4月4日年报，公司主营业务为工程咨询与工程承包，覆盖公路、市政、建筑等行业的规划设计等技术服务，核心业务是公路行业工程咨询与工程承包；公司拥有工程设计综合甲级、工程勘察综合甲级等全牌照资质，2025年新承接合同额中工程咨询与工程承包合计超13.6亿元。	1、公司作为第二起草单位参与制定的《北斗卫星综合监测系统工程技术标准》将于2026年3月实施，标志公司在北斗技术标准制定领域取得国家级突破； 2、中西部设计咨询龙头；公司参股8.4%的贵州翰凯斯智能技术有限公司专注无人驾驶移动空间应用，形成智慧产业、车路协同生态	2026-04-29\|11.94\|6.61\|11.25\|12.27\|11.17\|231833;2026-04-30\|11.96\|0.17\|11.92\|12.18\|11.80\|145669;2026-05-06\|12.08\|1.00\|12.10\|12.38\|11.94\|165761;2026-05-07\|12.67\|4.88\|12.13\|12.76\|12.12\|166118;2026-05-08\|12.98\|2.45\|12.67\|13.04\|12.52\|150165;2026-05-11\|13.41\|3.31\|13.25\|13.49\|12.95\|222536;2026-05-12\|13.37\|-0.30\|13.35\|13.45\|12.91\|176581;2026-05-13\|13.59\|1.65\|13.24\|13.69\|13.04\|161505;2026-05-14\|13.40\|-1.40\|13.41\|13.86\|13.39\|182790;2026-05-15\|13.36\|-0.30\|13.40\|13.65\|13.12\|196765;2026-05-18\|13.41\|0.37\|13.36\|13.65\|13.00\|130828;2026-05-19\|13.16\|-1.86\|13.68\|13.68\|12.60\|209866;2026-05-20\|12.90\|-1.98\|13.18\|13.30\|12.84\|137916;2026-05-21\|13.53\|4.88\|12.90\|14.12\|12.89\|308802;2026-05-22\|13.98\|3.33\|13.48\|14.18\|13.28\|213456;2026-05-25\|13.55\|-3.08\|14.00\|14.11\|13.31\|197663;2026-05-26\|12.92\|-4.65\|13.45\|14.00\|12.70\|184222;2026-05-27\|12.73\|-1.47\|12.90\|12.90\|11.64\|244100;2026-05-28\|14.00\|9.98\|12.75\|14.00\|12.63\|432569;2026-05-29\|12.89\|-7.93\|14.07\|14.09\|12.88\|384600;2026-06-01\|13.08\|1.47\|12.83\|14.00\|12.68\|256299;2026-06-02\|13.00\|-0.61\|12.97\|13.24\|12.67\|168744;2026-06-03\|13.84\|6.46\|13.05\|14.00\|12.92\|273616;2026-06-04\|14.39\|3.97\|13.79\|14.68\|13.70\|215980;2026-06-05\|13.83\|-3.89\|14.39\|14.62\|13.76\|203650;2026-06-08\|13.31\|-3.76\|13.40\|13.63\|12.85\|196035;2026-06-09\|13.21\|-0.75\|13.40\|13.59\|12.97\|152292;2026-06-10\|12.96\|-1.89\|13.25\|13.25\|12.70\|129919;2026-06-11\|13.39\|3.32\|12.77\|13.45\|12.73\|186075;2026-06-12\|12.97\|-3.14\|13.44\|13.73\|12.86\|146376;2026-06-15\|14.27\|10.02\|13.01\|14.27\|13.01\|283463;2026-06-16\|13.38\|-6.24\|14.88\|15.37\|13.31\|469890;2026-06-17\|14.72\|10.01\|13.21\|14.72\|12.72\|385419;2026-06-18\|14.40\|-2.17\|14.72\|14.80\|13.90\|317541;2026-06-22\|14.56\|1.11\|14.53\|14.61\|14.01\|214222;2026-06-23\|14.56\|0.00\|14.59\|14.89\|14.26\|227169;2026-06-24\|14.11\|-3.09\|14.50\|14.69\|13.90\|170358;2026-06-25\|15.29\|8.36\|14.10\|15.50\|13.75\|310983;2026-06-26\|15.41\|0.78\|15.30\|16.55\|15.19\|431240;2026-06-29\|15.56\|0.97\|15.86\|16.00\|15.30\|240130;2026-06-30\|14.45\|-7.13\|15.50\|15.73\|14.40\|257672;2026-07-01\|13.01\|-9.97\|14.80\|15.40\|13.01\|421049;2026-07-02\|11.71\|-9.99\|12.31\|12.36\|11.71\|210054;2026-07-03\|11.04\|-5.72\|11.03\|11.85\|10.75\|314480;2026-07-06\|9.95\|-9.87\|10.95\|10.98\|9.94\|349721;2026-07-07\|8.96\|-9.95\|9.53\|10.19\|8.96\|282669;2026-07-08\|9.02\|0.67\|8.93\|9.50\|8.81\|309379;2026-07-09\|9.00\|-0.22\|9.02\|9.58\|8.62\|237150;2026-07-10\|8.69\|-3.44\|9.01\|9.07\|8.69\|186253;2026-07-13\|8.07\|-7.13\|8.67\|8.75\|8.00\|199246;2026-07-14\|8.37\|3.72\|8.16\|8.37\|7.80\|172899;2026-07-15\|8.20\|-2.03\|8.32\|8.48\|8.03\|127470;2026-07-16\|8.06\|-1.71\|8.19\|8.43\|7.93\|117880;2026-07-17\|7.64\|-5.21\|8.05\|8.09\|7.50\|134992;2026-07-20\|6.88\|-9.95\|7.70\|7.77\|6.88\|158366;2026-07-21\|7.00\|1.74\|6.96\|7.05\|6.19\|227093;2026-07-22\|7.12\|1.71\|6.83\|7.24\|6.70\|175078;2026-07-23\|7.55\|6.04\|7.15\|7.66\|7.12\|202679;2026-07-24\|7.70\|1.99\|7.54\|7.75\|7.46\|151121;2026-07-27\|8.21\|6.62\|7.70\|8.30\|7.66\|204124;2026-07-28\|8.58\|4.51\|8.21\|8.72\|8.20\|193545;2026-07-29\|9.12\|6.29\|8.57\|9.31\|8.53\|256396;2026-07-30\|8.25\|-9.54\|9.04\|9.21\|8.21\|226907;2026-07-31\|8.47\|2.67\|8.42\|8.60\|8.25\|180270;2026-08-03\|8.79\|3.78\|8.55\|8.79\|8.45\|129591;2026-08-04\|9.18\|4.44\|8.89\|9.30\|8.88\|132660;2026-08-05\|9.18\|0.00\|9.30\|9.30\|8.85\|167792;2026-08-06\|9.35\|1.85\|9.18\|9.36\|9.10\|147159;2026-08-07\|9.39\|0.43\|9.38\|9.61\|9.20\|127908;2026-08-10\|9.45\|0.64\|9.49\|9.51\|9.26\|103304;2026-08-11\|9.77\|3.39\|9.46\|10.02\|9.40\|147017;2026-08-12\|9.88\|1.13\|9.78\|10.04\|9.71\|113934;2026-08-13\|9.41\|-4.76\|10.00\|10.00\|9.30\|151888;2026-08-14\|9.41\|0.00\|9.42\|9.54\|9.30\|101428;2026-08-17\|10.35\|9.99\|9.45\|10.35\|9.35\|186104;2026-08-18\|10.26\|-0.87\|10.25\|10.42\|10.08\|220550;2026-08-19\|9.50\|-7.41\|10.18\|10.40\|9.38\|220574;2026-08-20\|9.86\|3.79\|9.56\|10.07\|9.44\|180510;2026-08-21\|9.20\|-6.69\|9.84\|9.84\|9.10\|193724;2026-08-24\|9.22\|0.22\|9.15\|9.24\|8.60\|208716;2026-08-25\|9.64\|4.56\|9.10\|9.75\|8.88\|185809;2026-08-26\|9.33\|-3.22\|9.83\|9.85\|9.24\|108071;2026-08-27\|9.10\|-2.47\|9.16\|9.39\|9.02\|141716;2026-08-28\|9.06\|-0.44\|9.16\|9.27\|9.06\|93185;2026-08-31\|9.30\|2.65\|9.01\|9.38\|8.90\|94964;2026-09-01\|9.59\|3.12\|9.30\|9.79\|9.22\|123071;2026-09-02\|9.83\|2.50\|9.53\|10.03\|9.43\|162086;2026-09-03\|9.77\|-0.61\|9.83\|9.98\|9.69\|100798;2026-09-04\|9.97\|2.05\|9.83\|10.20\|9.76\|165771;2026-09-07\|10.44\|4.71\|9.97\|10.83\|9.96\|274937
126517		供销社+县域消费+海南自贸港+股份回购 1、据2025年8月29日半年报，公司实际控制人为中华全国供销合作总社，控股股东为中合农信，公司是全国性城乡流通基础设施运营商，专注商业运营、商贸物流、商品贸易三大主业。 2、据2026年8月18日国新办发布会预告，将介绍激发下沉市场活力活跃县域消费有关情况；据2025年8月29日半年报，公司业务覆盖县域集采集配中心及地下人防商业，是区域商业引擎。 3、据2026年4月29日年报，公司紧扣海南自贸港封关战略，依托望海国际等平台积极布局岛民免税消费等业务，推动传统商贸向政策驱动型模式转型。 4、据2026年6月16日《关于维护公司价值及股东权益的股份回购报告书》及2026年7月29日《关于首次回购公司股份的公告》，公司已实施股份回购计划，并于2026年7月28日首次回购7,299,200股，成交金额近1,000万元，以维护公司价值及股东权益。	公司实控人中华全国供销合作总社，自身是大型全国性商品流通服务企业，业务包括百货购物中心、商超便利店、写字楼等	2026-04-29\|1.74\|-1.14\|1.68\|1.77\|1.65\|2803296;2026-04-30\|1.75\|0.57\|1.73\|1.78\|1.73\|2340528;2026-05-06\|1.81\|3.43\|1.78\|1.85\|1.77\|3717108;2026-05-07\|1.77\|-2.21\|1.81\|1.82\|1.75\|2730426;2026-05-08\|1.79\|1.13\|1.76\|1.82\|1.75\|2591401;2026-05-11\|1.79\|0.00\|1.79\|1.81\|1.76\|2255750;2026-05-12\|1.72\|-3.91\|1.79\|1.79\|1.72\|2397402;2026-05-13\|1.76\|2.33\|1.74\|1.76\|1.72\|1896337;2026-05-14\|1.69\|-3.98\|1.76\|1.77\|1.69\|2845239;2026-05-15\|1.65\|-2.37\|1.70\|1.70\|1.64\|2135388;2026-05-18\|1.67\|1.21\|1.65\|1.67\|1.62\|1873203;2026-05-19\|1.69\|1.20\|1.67\|1.70\|1.66\|1486716;2026-05-20\|1.64\|-2.96\|1.68\|1.68\|1.63\|1786746;2026-05-21\|1.56\|-4.88\|1.65\|1.65\|1.55\|3091136;2026-05-22\|1.64\|5.13\|1.60\|1.72\|1.59\|6202384;2026-05-25\|1.80\|9.76\|1.60\|1.80\|1.58\|8405246;2026-05-26\|1.78\|-1.11\|1.83\|1.89\|1.77\|7510634;2026-05-27\|1.74\|-2.25\|1.79\|1.81\|1.71\|5646266;2026-05-28\|1.70\|-2.30\|1.72\|1.73\|1.66\|3712076;2026-05-29\|1.74\|2.35\|1.69\|1.78\|1.67\|5453854;2026-06-01\|1.73\|-0.57\|1.72\|1.76\|1.68\|3556799;2026-06-02\|1.69\|-2.31\|1.73\|1.74\|1.67\|2690788;2026-06-03\|1.66\|-1.78\|1.68\|1.68\|1.64\|2488731;2026-06-04\|1.60\|-3.61\|1.64\|1.67\|1.59\|2756243;2026-06-05\|1.63\|1.88\|1.60\|1.69\|1.60\|3050813;2026-06-08\|1.56\|-4.29\|1.59\|1.63\|1.56\|3057853;2026-06-09\|1.51\|-3.21\|1.57\|1.58\|1.49\|2930336;2026-06-10\|1.47\|-2.65\|1.50\|1.50\|1.46\|1937450;2026-06-11\|1.44\|-2.04\|1.45\|1.47\|1.42\|2354616;2026-06-12\|1.46\|1.39\|1.46\|1.48\|1.42\|2411903;2026-06-15\|1.45\|-0.68\|1.46\|1.50\|1.43\|2440189;2026-06-16\|1.60\|10.34\|1.50\|1.60\|1.46\|6076580;2026-06-17\|1.52\|-5.00\|1.60\|1.62\|1.51\|5153587;2026-06-18\|1.46\|-3.95\|1.53\|1.55\|1.44\|3460044;2026-06-22\|1.44\|-1.37\|1.44\|1.45\|1.39\|2855560;2026-06-23\|1.44\|0.00\|1.43\|1.48\|1.42\|2279466;2026-06-24\|1.38\|-4.17\|1.43\|1.44\|1.37\|2658447;2026-06-25\|1.39\|0.72\|1.43\|1.44\|1.38\|2355726;2026-06-26\|1.36\|-2.16\|1.37\|1.39\|1.35\|2367515;2026-06-29\|1.32\|-2.94\|1.36\|1.36\|1.28\|2647316;2026-06-30\|1.33\|0.76\|1.32\|1.34\|1.29\|2024134;2026-07-01\|1.38\|3.76\|1.33\|1.41\|1.32\|3267268;2026-07-02\|1.37\|-0.72\|1.37\|1.42\|1.36\|2422912;2026-07-03\|1.39\|1.46\|1.37\|1.41\|1.36\|2004962;2026-07-06\|1.36\|-2.16\|1.39\|1.40\|1.36\|1444131;2026-07-07\|1.31\|-3.68\|1.36\|1.37\|1.30\|1678280;2026-07-08\|1.31\|0.00\|1.31\|1.32\|1.29\|1216149;2026-07-09\|1.30\|-0.76\|1.31\|1.33\|1.29\|1609821;2026-07-10\|1.36\|4.62\|1.30\|1.40\|1.28\|3660638;2026-07-13\|1.30\|-4.41\|1.35\|1.37\|1.29\|2728205;2026-07-14\|1.33\|2.31\|1.33\|1.35\|1.30\|1760437;2026-07-15\|1.37\|3.01\|1.32\|1.40\|1.31\|3438719;2026-07-16\|1.39\|1.46\|1.37\|1.41\|1.35\|3163907;2026-07-17\|1.33\|-4.32\|1.39\|1.43\|1.32\|3059610;2026-07-20\|1.34\|0.75\|1.33\|1.37\|1.33\|2142610;2026-07-21\|1.35\|0.75\|1.35\|1.36\|1.33\|1709079;2026-07-22\|1.35\|0.00\|1.34\|1.36\|1.33\|1426726;2026-07-23\|1.38\|2.22\|1.35\|1.38\|1.33\|2009547;2026-07-24\|1.31\|-5.07\|1.37\|1.38\|1.31\|2391571;2026-07-27\|1.35\|3.05\|1.31\|1.36\|1.31\|1890227;2026-07-28\|1.36\|0.74\|1.34\|1.38\|1.34\|1796172;2026-07-29\|1.40\|2.94\|1.38\|1.42\|1.37\|3051847;2026-07-30\|1.40\|0.00\|1.39\|1.46\|1.39\|3034719;2026-07-31\|1.42\|1.43\|1.39\|1.43\|1.38\|2047212;2026-08-03\|1.45\|2.11\|1.43\|1.45\|1.41\|2056885;2026-08-04\|1.44\|-0.69\|1.46\|1.47\|1.42\|1890761;2026-08-05\|1.45\|0.69\|1.44\|1.47\|1.42\|2544040;2026-08-06\|1.42\|-2.07\|1.45\|1.46\|1.40\|2150979;2026-08-07\|1.41\|-0.70\|1.43\|1.43\|1.38\|1831611;2026-08-10\|1.43\|1.42\|1.41\|1.44\|1.40\|1422401;2026-08-11\|1.45\|1.40\|1.43\|1.45\|1.42\|1540819;2026-08-12\|1.47\|1.38\|1.44\|1.48\|1.43\|2467973;2026-08-13\|1.43\|-2.72\|1.48\|1.48\|1.43\|2068630;2026-08-14\|1.40\|-2.10\|1.43\|1.44\|1.39\|1920198;2026-08-17\|1.54\|10.00\|1.40\|1.54\|1.39\|6345318;2026-08-18\|1.54\|0.00\|1.53\|1.60\|1.50\|8661554;2026-08-19\|1.49\|-3.25\|1.54\|1.60\|1.49\|6597058;2026-08-20\|1.47\|-1.34\|1.50\|1.52\|1.44\|4463703;2026-08-21\|1.43\|-2.72\|1.47\|1.47\|1.41\|2823959;2026-08-24\|1.42\|-0.70\|1.43\|1.45\|1.41\|2076643;2026-08-25\|1.45\|2.11\|1.42\|1.47\|1.42\|2666230;2026-08-26\|1.47\|1.38\|1.45\|1.49\|1.44\|2792364;2026-08-27\|1.52\|3.40\|1.47\|1.53\|1.46\|3664360;2026-08-28\|1.56\|2.63\|1.51\|1.56\|1.48\|4576004;2026-08-31\|1.51\|-3.21\|1.57\|1.58\|1.49\|4440484;2026-09-01\|1.66\|9.93\|1.51\|1.66\|1.50\|4767964;2026-09-02\|1.63\|-1.81\|1.70\|1.75\|1.63\|11116548;2026-09-03\|1.60\|-1.84\|1.65\|1.66\|1.58\|6969301;2026-09-04\|1.60\|0.00\|1.60\|1.64\|1.56\|6109550;2026-09-07\|1.65\|3.13\|1.61\|1.67\|1.60\|5426587
126516		铜+PCB概念+山西国资+半年报预增行业原因： 1、据中国基金报8月17日报道，南亚塑料电子材料事业部向客户发出涨价通知，宣布铜箔基板及半固化片价格自2026年9月1日起调涨20%至25%，PCB上游材料涨价潮持续扩大。 2、中信证券8月17日研报指出，近期PCB/CCL公司密集发布业绩预告，AI高占比公司业绩高增，CCL环节受涨价拉动盈利能力加速释放，看好下半年AI新产能释放及客户加速拉货带来的增长动能。公司原因： 1、据2026年5月22日投资者关系活动记录表，公司主营铜金属开采、选矿、冶炼及压延加工，拥有完整一体化产业链，是华北区域最大的阴极铜供应商；公司实际控制人为山西省人民政府国有资产监督管理委员会。 2、据2026年7月27日互动易，公司压延铜箔下游客户主要为覆铜板企业。 3、据2026年7月15日公告，公司预计2026年半年度归母净利润13.15亿元至14.12亿元，同比增长170%至190%，主要受有色金属产品市场价格同比上涨影响。	公司主营铜金属的开采、选矿、冶炼及销售等，主要产品为阴极铜、金锭、银锭，现有矿产铜产能4.3万吨，铜金属储量167万吨	2026-04-29\|13.91\|3.34\|13.31\|13.94\|13.30\|320316;2026-04-30\|14.34\|3.09\|14.40\|14.75\|14.30\|726459;2026-05-06\|14.88\|3.77\|14.50\|14.90\|14.38\|650469;2026-05-07\|14.94\|0.40\|15.07\|15.20\|14.78\|516069;2026-05-08\|15.05\|0.74\|14.75\|15.22\|14.66\|564884;2026-05-11\|15.19\|0.93\|15.08\|15.31\|14.94\|599810;2026-05-12\|15.35\|1.05\|15.68\|15.69\|15.17\|713880;2026-05-13\|15.94\|3.84\|16.12\|16.50\|15.76\|1118418;2026-05-14\|15.36\|-3.64\|15.62\|15.98\|15.36\|801069;2026-05-15\|14.54\|-5.34\|15.18\|15.20\|14.44\|695997;2026-05-18\|14.15\|-2.68\|14.28\|14.35\|13.89\|463088;2026-05-19\|14.01\|-0.99\|14.07\|14.13\|13.76\|354429;2026-05-20\|13.94\|-0.50\|13.82\|14.04\|13.55\|403034;2026-05-21\|13.51\|-3.08\|14.19\|14.40\|13.50\|460462;2026-05-22\|14.14\|4.66\|13.66\|14.31\|13.44\|490972;2026-05-25\|14.30\|1.13\|14.30\|14.50\|14.10\|396325;2026-05-26\|14.70\|2.80\|14.12\|14.70\|14.00\|579435;2026-05-27\|14.02\|-4.63\|14.48\|14.70\|13.90\|507737;2026-05-28\|13.93\|-0.64\|13.91\|14.07\|13.55\|376928;2026-05-29\|13.90\|-0.22\|14.21\|14.55\|13.84\|599739;2026-06-01\|13.97\|0.50\|13.96\|14.16\|13.86\|355623;2026-06-02\|15.10\|8.09\|14.38\|15.29\|14.38\|1228280;2026-06-03\|14.90\|-1.32\|15.10\|15.27\|14.72\|900452;2026-06-04\|14.23\|-4.50\|14.69\|14.72\|14.17\|618501;2026-06-05\|13.86\|-2.60\|14.13\|14.58\|13.79\|617182;2026-06-08\|12.90\|-6.93\|13.17\|13.37\|12.80\|652571;2026-06-09\|13.08\|1.40\|12.97\|13.08\|12.62\|426107;2026-06-10\|12.66\|-3.21\|12.75\|12.86\|12.47\|375372;2026-06-11\|12.80\|1.11\|12.53\|12.95\|12.51\|358041;2026-06-12\|14.08\|10.00\|13.09\|14.08\|13.08\|1075160;2026-06-15\|15.06\|6.96\|14.09\|15.09\|14.09\|1393704;2026-06-16\|14.71\|-2.32\|14.80\|14.95\|14.66\|765735;2026-06-17\|14.68\|-0.20\|14.69\|14.80\|14.44\|533064;2026-06-18\|15.11\|2.93\|14.45\|15.52\|14.45\|1102413;2026-06-22\|15.69\|3.84\|14.86\|15.71\|14.73\|1138797;2026-06-23\|14.20\|-9.50\|15.60\|15.60\|14.12\|1067045;2026-06-24\|14.27\|0.49\|14.13\|14.34\|13.69\|610652;2026-06-25\|13.63\|-4.48\|13.75\|13.97\|13.54\|592206;2026-06-26\|13.05\|-4.26\|13.76\|13.86\|12.89\|570075;2026-06-29\|13.35\|2.30\|13.04\|13.40\|12.91\|494009;2026-06-30\|13.22\|-0.97\|13.00\|13.22\|12.75\|450499;2026-07-01\|13.35\|0.98\|13.16\|13.53\|13.02\|477135;2026-07-02\|13.26\|-0.67\|13.39\|13.60\|13.09\|497178;2026-07-03\|13.55\|2.19\|13.60\|13.80\|13.44\|572302;2026-07-06\|13.28\|-1.99\|13.58\|13.86\|13.27\|433397;2026-07-07\|12.86\|-3.16\|13.10\|13.20\|12.80\|296380;2026-07-08\|12.70\|-1.24\|12.70\|12.91\|12.47\|274899;2026-07-09\|12.44\|-2.05\|12.60\|12.74\|11.63\|574610;2026-07-10\|12.47\|0.24\|12.55\|12.84\|12.29\|426255;2026-07-13\|11.84\|-5.05\|12.15\|12.19\|11.81\|320476;2026-07-14\|12.52\|5.74\|11.82\|12.54\|11.76\|416682;2026-07-15\|12.75\|1.84\|12.95\|13.24\|12.73\|570746;2026-07-16\|12.87\|0.94\|12.61\|13.06\|12.52\|371998;2026-07-17\|12.20\|-5.21\|12.62\|12.66\|12.16\|347656;2026-07-20\|12.33\|1.07\|12.33\|12.48\|12.09\|340372;2026-07-21\|13.01\|5.51\|12.54\|13.07\|12.40\|490323;2026-07-22\|13.25\|2.95\|13.06\|13.70\|12.92\|722500;2026-07-23\|13.56\|2.34\|13.28\|13.76\|13.10\|642828;2026-07-24\|12.73\|-6.12\|12.83\|13.10\|12.71\|493769;2026-07-27\|13.10\|2.91\|12.93\|13.11\|12.68\|335743;2026-07-28\|13.12\|0.15\|12.84\|13.21\|12.76\|329499;2026-07-29\|13.26\|1.07\|13.09\|13.37\|12.92\|345172;2026-07-30\|12.98\|-2.11\|13.42\|13.44\|12.95\|396054;2026-07-31\|13.42\|3.39\|13.23\|13.57\|13.20\|499455;2026-08-03\|13.56\|1.04\|13.39\|13.58\|13.25\|388193;2026-08-04\|13.84\|2.06\|13.58\|13.88\|13.45\|454920;2026-08-05\|14.39\|3.97\|13.98\|14.42\|13.81\|821619;2026-08-06\|14.14\|-1.74\|14.53\|14.55\|13.92\|716959;2026-08-07\|14.64\|3.54\|14.19\|14.69\|14.18\|992617;2026-08-10\|14.51\|-0.89\|14.55\|14.62\|14.32\|740761;2026-08-11\|14.01\|-3.45\|14.62\|14.69\|14.01\|752877;2026-08-12\|14.15\|1.00\|14.00\|14.28\|13.93\|388023;2026-08-13\|13.60\|-3.89\|14.18\|14.19\|13.58\|521327;2026-08-14\|13.59\|-0.07\|13.51\|13.70\|13.41\|310181;2026-08-17\|14.95\|10.01\|14.33\|14.95\|14.10\|1381462;2026-08-18\|14.42\|-3.55\|14.50\|14.63\|14.18\|1097649;2026-08-19\|13.84\|-4.02\|14.12\|14.25\|13.82\|605284;2026-08-20\|14.06\|1.59\|14.20\|14.57\|13.94\|782970;2026-08-21\|14.70\|4.55\|14.18\|14.84\|14.06\|1019936;2026-08-24\|14.91\|1.43\|15.00\|15.14\|14.56\|1099674;2026-08-25\|14.53\|-2.55\|14.90\|15.05\|14.29\|733585;2026-08-26\|15.44\|6.26\|14.77\|15.69\|14.66\|1644395;2026-08-27\|15.31\|-0.84\|15.10\|15.38\|15.09\|1220872;2026-08-28\|15.37\|0.39\|15.26\|15.57\|14.87\|1048310;2026-08-31\|15.19\|-1.17\|14.86\|15.21\|14.64\|832622;2026-09-01\|15.38\|1.25\|15.67\|15.86\|15.29\|1015301;2026-09-02\|14.93\|-2.93\|14.99\|15.08\|14.55\|812234;2026-09-03\|14.88\|-0.33\|15.07\|15.13\|14.78\|485694;2026-09-04\|14.35\|-3.56\|15.09\|15.09\|14.28\|674996;2026-09-07\|14.33\|-0.14\|14.28\|14.44\|14.13\|455376
126515	宇树科技上市在即	半年报增长+人形机器人+铝合金轮毂 1、据2026年8月15日半年报，公司2026年上半年实现营业收入30.57亿元，同比增长18.25%；归母净利润4955.21万元，同比增长9.36%。 2、据2026年8月15日半年报及2026年6月30日互动易，公司重点开展减速器开发、工业机器人设计制造及人形机器人压铸件制造产业，现有生产线与技术工艺在人形机器人压铸件及其他零部件生产上具备通用性与协同性。 3、据2026年8月15日半年报，公司铝合金车轮业务实现营收21.93亿元，同比增长16.38%，是营收主力；型材业务受益于光伏及新能源汽车轻量化需求，营收5.95亿元，同比增长34.63%。	国内铝合金车轮行业重要企业之一，设立智朗科技，拟开展减速器、工业机器人及人形机器人压铸件业务	2026-04-29\|5.62\|2.18\|5.45\|5.67\|5.42\|160508;2026-04-30\|5.58\|-0.71\|5.62\|5.66\|5.57\|109521;2026-05-06\|5.64\|1.08\|5.62\|5.68\|5.59\|133337;2026-05-07\|5.60\|-0.71\|5.64\|5.69\|5.58\|120947;2026-05-08\|5.72\|2.14\|5.59\|5.77\|5.57\|134316;2026-05-11\|5.72\|0.00\|5.74\|5.77\|5.66\|125566;2026-05-12\|5.57\|-2.62\|5.72\|5.73\|5.55\|135486;2026-05-13\|5.61\|0.72\|5.60\|5.69\|5.55\|120563;2026-05-14\|5.50\|-1.96\|5.62\|5.63\|5.48\|121805;2026-05-15\|5.48\|-0.36\|5.52\|5.57\|5.43\|120992;2026-05-18\|5.45\|-0.55\|5.49\|5.50\|5.31\|130650;2026-05-19\|5.45\|0.00\|5.45\|5.50\|5.37\|102360;2026-05-20\|5.32\|-2.39\|5.41\|5.42\|5.23\|151758;2026-05-21\|5.23\|-1.69\|5.35\|5.44\|5.19\|113334;2026-05-22\|5.37\|2.68\|5.25\|5.41\|5.16\|115627;2026-05-25\|5.33\|-0.74\|5.37\|5.41\|5.24\|125237;2026-05-26\|5.21\|-2.25\|5.33\|5.34\|5.15\|107337;2026-05-27\|5.03\|-3.45\|5.21\|5.22\|4.97\|131904;2026-05-28\|5.05\|0.40\|5.03\|5.11\|4.92\|108880;2026-05-29\|4.96\|-1.78\|5.05\|5.09\|4.94\|105126;2026-06-01\|5.17\|4.23\|4.96\|5.24\|4.92\|142549;2026-06-02\|5.07\|-1.93\|5.17\|5.22\|5.02\|111151;2026-06-03\|5.07\|0.00\|5.06\|5.10\|4.99\|93107;2026-06-04\|5.02\|-0.99\|5.07\|5.10\|4.95\|82253;2026-06-05\|5.05\|0.60\|5.00\|5.15\|4.88\|106079;2026-06-08\|4.86\|-3.76\|4.98\|5.04\|4.82\|109130;2026-06-09\|4.88\|0.41\|4.92\|4.95\|4.81\|91906;2026-06-10\|4.77\|-2.25\|4.85\|4.87\|4.68\|95668;2026-06-11\|4.73\|-0.84\|4.72\|4.77\|4.63\|86506;2026-06-12\|4.82\|1.90\|4.77\|4.85\|4.70\|102549;2026-06-15\|4.82\|0.00\|4.85\|4.95\|4.80\|107659;2026-06-16\|4.77\|-1.04\|4.82\|4.84\|4.72\|99254;2026-06-17\|4.67\|-2.10\|4.78\|4.78\|4.61\|107065;2026-06-18\|4.61\|-1.28\|4.65\|4.68\|4.54\|97759;2026-06-22\|4.62\|0.22\|4.56\|4.62\|4.41\|131164;2026-06-23\|4.64\|0.43\|4.58\|4.70\|4.53\|101502;2026-06-24\|4.49\|-3.23\|4.66\|4.67\|4.46\|115047;2026-06-25\|4.42\|-1.56\|4.49\|4.50\|4.34\|105140;2026-06-26\|4.31\|-2.49\|4.36\|4.37\|4.24\|108224;2026-06-29\|4.27\|-0.93\|4.26\|4.31\|4.11\|121864;2026-06-30\|4.24\|-0.70\|4.27\|4.30\|4.17\|118802;2026-07-01\|4.35\|2.84\|4.23\|4.41\|4.22\|138129;2026-07-02\|4.36\|0.23\|4.37\|4.47\|4.34\|127605;2026-07-03\|4.51\|3.44\|4.38\|4.56\|4.36\|189652;2026-07-06\|4.46\|-1.11\|4.50\|4.57\|4.40\|131926;2026-07-07\|4.33\|-2.91\|4.46\|4.46\|4.29\|97352;2026-07-08\|4.24\|-2.08\|4.31\|4.31\|4.17\|99249;2026-07-09\|4.21\|-0.71\|4.25\|4.28\|4.10\|137126;2026-07-10\|4.30\|2.14\|4.18\|4.40\|4.14\|129652;2026-07-13\|4.18\|-2.79\|4.29\|4.34\|4.16\|99798;2026-07-14\|4.29\|2.63\|4.18\|4.31\|4.16\|129908;2026-07-15\|4.36\|1.63\|4.29\|4.38\|4.26\|111729;2026-07-16\|4.38\|0.46\|4.33\|4.45\|4.30\|106383;2026-07-17\|4.25\|-2.97\|4.39\|4.47\|4.20\|129339;2026-07-20\|4.15\|-2.35\|4.23\|4.37\|4.12\|134493;2026-07-21\|4.15\|0.00\|4.18\|4.20\|4.02\|135268;2026-07-22\|4.04\|-2.65\|4.11\|4.16\|4.00\|115582;2026-07-23\|4.20\|3.96\|4.01\|4.24\|4.01\|127194;2026-07-24\|4.08\|-2.86\|4.16\|4.20\|4.06\|105010;2026-07-27\|4.16\|1.96\|4.10\|4.21\|4.08\|91809;2026-07-28\|4.22\|1.44\|4.16\|4.25\|4.13\|88587;2026-07-29\|4.30\|1.90\|4.20\|4.33\|4.20\|100731;2026-07-30\|4.25\|-1.16\|4.25\|4.35\|4.23\|94417;2026-07-31\|4.34\|2.12\|4.30\|4.35\|4.26\|95763;2026-08-03\|4.47\|3.00\|4.35\|4.48\|4.33\|90131;2026-08-04\|4.42\|-1.12\|4.46\|4.50\|4.41\|88232;2026-08-05\|4.40\|-0.45\|4.43\|4.47\|4.35\|95186;2026-08-06\|4.47\|1.59\|4.39\|4.58\|4.34\|251365;2026-08-07\|4.43\|-0.89\|4.50\|4.50\|4.34\|185795;2026-08-10\|4.55\|2.71\|4.44\|4.59\|4.42\|171924;2026-08-11\|4.54\|-0.22\|4.55\|4.57\|4.48\|87544;2026-08-12\|4.58\|0.88\|4.52\|4.60\|4.51\|82964;2026-08-13\|4.49\|-1.97\|4.59\|4.60\|4.49\|97864;2026-08-14\|4.54\|1.11\|4.51\|4.54\|4.46\|91756;2026-08-17\|4.99\|9.91\|4.87\|4.99\|4.76\|434739;2026-08-18\|4.90\|-1.80\|4.80\|5.06\|4.70\|757632;2026-08-19\|4.63\|-5.51\|4.76\|4.82\|4.63\|382093;2026-08-20\|4.69\|1.30\|4.67\|4.74\|4.62\|251452;2026-08-21\|4.70\|0.21\|4.66\|4.72\|4.63\|152577;2026-08-24\|4.63\|-1.49\|4.69\|4.71\|4.58\|134720;2026-08-25\|4.78\|3.24\|4.60\|4.78\|4.58\|164161;2026-08-26\|4.76\|-0.42\|4.73\|4.81\|4.72\|130487;2026-08-27\|4.72\|-0.84\|4.74\|4.76\|4.69\|103058;2026-08-28\|4.77\|1.06\|4.72\|4.78\|4.70\|112708;2026-08-31\|4.82\|1.05\|4.76\|4.84\|4.73\|126464;2026-09-01\|4.88\|1.24\|4.82\|4.89\|4.80\|116519;2026-09-02\|4.91\|0.61\|4.84\|4.95\|4.81\|125345;2026-09-03\|4.84\|-1.43\|4.89\|4.95\|4.82\|101028;2026-09-04\|4.79\|-1.03\|4.87\|4.91\|4.76\|93338;2026-09-07\|4.83\|0.84\|4.79\|4.88\|4.78\|91147
126514	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：全球哌嗪衍生物主要供应商，一季度净利润同比增长22.98%，受益于GLP-1类减肥药放量带动上游中间体需求爆发及出口订单高增长；涨停缘由：占据全球哌嗪衍生物约65%市场份额；核心客户覆盖诺和诺德、礼来等跨国药企；2026年Q1出口收入同比增长31.6%，GLP-1相关中间体订单饱满；新建年产500吨哌嗪衍生物产线于2026年3月投产；资金逻辑：主力资金净流入显著，医药中间体板块4月28日领涨化工子行业，机构调研关注度环比提升52%，技术面突破平台整理区间；风险提示：药品研发失败或审批延迟影响下游需求；单一产品依赖度较高；环保监管趋严增加合规成本	公司产品N-羟乙基哌嗪及N,N-二甲基丙酰胺是东进公司生产光刻胶剥离液的必备原材料，后者为全球主要湿电子化工品供应商；拟斥资5000万元至1亿元回购股份	2026-04-29\|29.20\|-5.78\|30.69\|30.69\|29.20\|69216;2026-04-30\|28.71\|-0.83\|29.16\|29.20\|28.66\|30593;2026-05-06\|29.32\|2.12\|28.99\|29.50\|28.70\|38378;2026-05-07\|29.86\|1.84\|29.45\|30.23\|29.05\|41948;2026-05-08\|30.02\|0.54\|29.89\|30.65\|29.80\|26092;2026-05-11\|30.95\|3.10\|30.28\|31.10\|30.06\|34596;2026-05-12\|29.87\|-3.49\|30.88\|30.94\|29.66\|21040;2026-05-13\|29.66\|-0.70\|29.88\|30.15\|29.50\|15448;2026-05-14\|29.38\|-0.94\|29.73\|29.85\|29.03\|18455;2026-05-15\|29.51\|0.44\|29.58\|30.47\|29.36\|18774;2026-05-18\|30.00\|1.66\|29.51\|30.21\|29.35\|20674;2026-05-19\|29.84\|-0.53\|29.96\|30.19\|29.51\|14874;2026-05-20\|29.41\|-1.44\|29.87\|29.92\|28.30\|16770;2026-05-21\|28.04\|-4.66\|29.65\|30.00\|27.39\|23585;2026-05-22\|28.54\|1.78\|28.20\|28.65\|27.84\|14351;2026-05-25\|27.42\|-3.92\|28.53\|28.75\|27.03\|17794;2026-05-26\|27.00\|-1.53\|27.60\|27.60\|26.57\|14418;2026-05-27\|26.36\|-2.37\|26.99\|27.08\|26.02\|12418;2026-05-28\|26.46\|0.38\|26.25\|26.80\|26.06\|13100;2026-05-29\|25.84\|-2.34\|26.45\|26.98\|25.60\|11726;2026-06-01\|25.90\|0.23\|25.74\|26.23\|25.20\|15559;2026-06-02\|25.21\|-2.66\|25.90\|26.08\|25.04\|11982;2026-06-03\|24.94\|-1.07\|25.29\|25.36\|24.71\|12305;2026-06-04\|24.71\|-0.92\|24.95\|25.15\|24.50\|11204;2026-06-05\|25.26\|2.23\|24.72\|25.69\|24.43\|14733;2026-06-08\|23.88\|-5.46\|24.95\|25.14\|23.50\|15786;2026-06-09\|23.90\|0.08\|23.93\|24.38\|23.51\|10416;2026-06-10\|24.33\|1.80\|24.01\|24.78\|23.56\|19735;2026-06-11\|24.01\|-1.32\|24.18\|24.60\|23.64\|10084;2026-06-12\|24.55\|2.25\|24.06\|24.83\|23.92\|12270;2026-06-15\|25.20\|2.65\|25.50\|25.86\|24.47\|18649;2026-06-16\|26.05\|3.37\|25.50\|26.23\|24.54\|16303;2026-06-17\|25.41\|-2.46\|25.85\|26.15\|25.20\|18372;2026-06-18\|24.75\|-2.60\|25.45\|25.45\|24.63\|16645;2026-06-22\|24.61\|-0.57\|24.50\|24.94\|23.67\|17235;2026-06-23\|25.44\|3.37\|24.30\|26.26\|24.30\|21933;2026-06-24\|25.30\|-0.55\|25.47\|26.91\|24.71\|23330;2026-06-25\|24.50\|-3.16\|25.50\|25.50\|24.25\|16203;2026-06-26\|23.23\|-5.18\|24.17\|24.30\|23.16\|21768;2026-06-29\|23.49\|1.12\|23.65\|24.39\|22.90\|22098;2026-06-30\|25.84\|10.00\|23.49\|25.84\|23.11\|30199;2026-07-01\|27.22\|5.34\|25.72\|28.36\|25.60\|63592;2026-07-02\|28.36\|4.19\|27.08\|28.85\|26.62\|54565;2026-07-03\|27.20\|-4.09\|27.85\|28.05\|25.90\|54340;2026-07-06\|25.87\|-4.89\|26.90\|27.25\|25.82\|33882;2026-07-07\|25.95\|0.31\|25.80\|27.38\|25.12\|42143;2026-07-08\|24.59\|-5.24\|25.66\|26.28\|24.53\|28220;2026-07-09\|24.29\|-1.22\|24.95\|24.95\|23.61\|22112;2026-07-10\|24.15\|-0.58\|24.24\|25.12\|24.02\|20985;2026-07-13\|22.70\|-6.00\|24.19\|24.28\|22.46\|24057;2026-07-14\|22.34\|-1.59\|22.25\|22.83\|21.79\|18666;2026-07-15\|22.31\|-0.13\|22.25\|22.66\|21.92\|12967;2026-07-16\|22.30\|-0.04\|22.20\|22.72\|21.82\|13146;2026-07-17\|21.19\|-4.98\|22.53\|22.83\|20.94\|17882;2026-07-20\|20.06\|-5.33\|21.09\|21.64\|19.84\|19162;2026-07-21\|20.14\|0.40\|20.16\|20.46\|18.90\|19180;2026-07-22\|19.67\|-2.33\|20.04\|20.13\|19.49\|14715;2026-07-23\|20.42\|3.81\|19.68\|20.55\|19.35\|14789;2026-07-24\|20.27\|-0.73\|20.96\|20.96\|20.12\|13245;2026-07-27\|22.30\|10.01\|20.47\|22.30\|20.16\|19567;2026-07-28\|24.53\|10.00\|22.48\|24.53\|22.28\|29800;2026-07-29\|26.98\|9.99\|25.27\|26.98\|25.27\|121626;2026-07-30\|24.28\|-10.01\|25.37\|28.35\|24.28\|116310;2026-07-31\|24.30\|0.08\|24.77\|25.98\|23.66\|102198;2026-08-03\|24.49\|0.78\|23.76\|24.97\|23.00\|82725;2026-08-04\|25.36\|3.55\|24.25\|25.86\|23.89\|78182;2026-08-05\|26.11\|2.96\|24.92\|26.67\|24.92\|72404;2026-08-06\|25.54\|-2.18\|25.56\|26.45\|24.98\|61875;2026-08-07\|25.43\|-0.43\|25.50\|25.65\|24.87\|37099;2026-08-10\|26.66\|4.84\|26.19\|26.97\|25.94\|72949;2026-08-11\|25.96\|-2.63\|25.98\|26.42\|25.90\|40544;2026-08-12\|25.78\|-0.69\|25.92\|26.11\|25.45\|33159;2026-08-13\|25.40\|-1.47\|25.76\|25.93\|25.13\|27419;2026-08-14\|25.58\|0.71\|25.41\|25.98\|25.01\|23030;2026-08-17\|28.14\|10.01\|25.66\|28.14\|25.30\|51903;2026-08-18\|27.44\|-2.49\|28.44\|28.70\|26.70\|66053;2026-08-19\|25.92\|-5.54\|26.92\|27.25\|25.77\|36368;2026-08-20\|25.71\|-0.81\|26.30\|26.34\|25.62\|27406;2026-08-21\|25.49\|-0.86\|25.77\|25.98\|25.05\|23711;2026-08-24\|25.20\|-1.14\|25.44\|25.55\|24.88\|17719;2026-08-25\|25.82\|2.46\|25.37\|25.88\|24.93\|23829;2026-08-26\|25.63\|-0.74\|25.70\|25.97\|25.26\|18941;2026-08-27\|25.29\|-1.33\|25.86\|25.90\|25.20\|20992;2026-08-28\|25.48\|0.75\|25.49\|25.75\|25.20\|21712;2026-08-31\|25.66\|0.71\|25.30\|25.76\|25.00\|17723;2026-09-01\|25.05\|-2.38\|25.91\|25.92\|24.96\|19908;2026-09-02\|24.79\|-1.04\|24.83\|24.94\|24.46\|12807;2026-09-03\|24.36\|-1.73\|24.79\|24.95\|24.30\|10917;2026-09-04\|23.89\|-1.93\|24.44\|24.70\|23.76\|13311;2026-09-07\|24.17\|1.17\|23.90\|24.40\|23.38\|14766
126513	1-7月中国创新药BD交易总金额达1063亿美元	医疗器械+创口贴+协议转让 1、据2026年4月30日年报，公司主要从事透皮产品、医用胶布胶带及绷带、急救包等产品的研发、生产和销售，是集医药产品研发、制造、销售于一体的高新技术企业。 2、据2026年4月30日年报，公司已成为国内具有领先地位的创口贴生产基地，并已形成贴膏剂、创口贴、敷料等产品系列。 4、据2026年6月30日公告，控股股东李平与吴为荣、上海赤钥投资有限公司签订《股份转让协议》，拟转让合计3200万股占总股本11.07%，受让方认可公司发展前景及长期投资价值。	公司主要从事透皮产品、医用胶布胶带及绷带、急救包、运动保护用品等	2026-04-29\|7.11\|6.76\|6.70\|7.21\|6.61\|114044;2026-04-30\|7.45\|4.78\|7.05\|7.48\|7.05\|112421;2026-05-06\|7.53\|1.07\|7.45\|7.65\|7.35\|130607;2026-05-07\|7.71\|2.39\|7.53\|7.79\|7.45\|129655;2026-05-08\|7.74\|0.39\|7.71\|7.81\|7.62\|71204;2026-05-11\|7.96\|2.84\|7.80\|8.03\|7.71\|119820;2026-05-12\|7.99\|0.38\|7.96\|8.07\|7.86\|96607;2026-05-13\|8.47\|6.01\|8.04\|8.79\|7.96\|209675;2026-05-14\|8.56\|1.06\|8.37\|8.96\|8.34\|142801;2026-05-15\|8.58\|0.23\|8.51\|8.88\|8.41\|148281;2026-05-18\|8.40\|-2.10\|8.68\|8.74\|8.15\|139966;2026-05-19\|8.50\|1.19\|8.48\|8.60\|8.30\|101039;2026-05-20\|8.43\|-0.82\|8.42\|8.56\|8.26\|69101;2026-05-21\|8.10\|-3.91\|8.40\|8.61\|8.05\|75438;2026-05-22\|8.76\|8.15\|8.14\|8.91\|8.05\|141296;2026-05-25\|8.72\|-0.46\|8.74\|9.10\|8.38\|178901;2026-05-26\|8.38\|-3.90\|8.78\|8.86\|8.33\|110753;2026-05-27\|8.14\|-2.86\|8.33\|8.48\|8.02\|90080;2026-05-28\|8.33\|2.33\|8.10\|8.47\|7.98\|81800;2026-05-29\|8.23\|-1.20\|8.53\|8.80\|8.03\|94076;2026-06-01\|8.23\|0.00\|8.19\|8.56\|8.01\|83185;2026-06-02\|8.15\|-0.97\|8.18\|8.29\|8.02\|63683;2026-06-03\|8.11\|-0.49\|8.13\|8.35\|8.03\|61331;2026-06-04\|7.91\|-2.47\|8.10\|8.19\|7.78\|66816;2026-06-05\|7.95\|0.51\|7.90\|8.08\|7.70\|49395;2026-06-08\|7.85\|-1.26\|7.52\|8.07\|7.52\|71244;2026-06-09\|7.86\|0.13\|8.01\|8.06\|7.73\|53741;2026-06-10\|7.66\|-2.54\|7.86\|8.02\|7.51\|49458;2026-06-11\|7.54\|-1.57\|7.65\|7.70\|7.40\|50788;2026-06-12\|7.58\|0.53\|7.56\|7.78\|7.40\|49076;2026-06-15\|7.33\|-3.30\|7.61\|7.81\|7.28\|63920;2026-06-16\|7.33\|0.00\|7.33\|7.37\|7.06\|60645;2026-06-17\|8.06\|9.96\|7.40\|8.06\|7.25\|75642;2026-06-18\|7.70\|-4.47\|7.99\|8.27\|7.61\|157733;2026-06-22\|7.49\|-2.73\|7.68\|8.00\|7.32\|105204;2026-06-23\|7.71\|2.94\|7.63\|7.90\|7.52\|83054;2026-06-24\|7.18\|-6.87\|7.78\|7.83\|7.01\|121111;2026-06-25\|7.53\|4.87\|7.30\|7.60\|7.02\|103547;2026-06-26\|7.04\|-6.51\|7.48\|7.68\|6.98\|121853;2026-06-29\|7.74\|9.94\|7.12\|7.74\|6.91\|222941;2026-06-30\|7.06\|-8.79\|7.85\|7.85\|6.97\|288945;2026-07-01\|7.26\|2.83\|6.98\|7.77\|6.78\|300710;2026-07-02\|7.20\|-0.83\|7.24\|7.75\|7.20\|218151;2026-07-03\|7.63\|5.97\|7.23\|7.75\|7.13\|165330;2026-07-06\|7.89\|3.41\|7.54\|8.03\|7.51\|150924;2026-07-07\|8.07\|2.28\|7.92\|8.35\|7.77\|154505;2026-07-08\|7.39\|-8.43\|8.06\|8.12\|7.31\|127305;2026-07-09\|7.20\|-2.57\|7.50\|7.50\|7.02\|93549;2026-07-10\|7.10\|-1.39\|7.10\|7.29\|7.06\|89897;2026-07-13\|6.83\|-3.80\|7.06\|7.21\|6.80\|73586;2026-07-14\|6.83\|0.00\|6.75\|6.86\|6.53\|74788;2026-07-15\|6.84\|0.15\|6.83\|7.11\|6.65\|73677;2026-07-16\|6.94\|1.46\|6.72\|7.13\|6.72\|64050;2026-07-17\|6.36\|-8.36\|6.95\|6.96\|6.25\|97781;2026-07-20\|5.89\|-7.39\|6.47\|6.64\|5.78\|105638;2026-07-21\|5.86\|-0.51\|6.00\|6.00\|5.30\|100587;2026-07-22\|5.74\|-2.05\|5.85\|6.02\|5.71\|62761;2026-07-23\|6.04\|5.23\|5.74\|6.10\|5.66\|68588;2026-07-24\|5.87\|-2.81\|5.96\|6.09\|5.82\|44959;2026-07-27\|6.33\|7.84\|5.80\|6.38\|5.80\|60755;2026-07-28\|6.34\|0.16\|6.24\|6.66\|6.24\|59549;2026-07-29\|6.37\|0.47\|6.58\|6.70\|6.22\|56221;2026-07-30\|6.18\|-2.98\|6.47\|6.51\|6.12\|54406;2026-07-31\|6.41\|3.72\|6.20\|6.50\|6.20\|43120;2026-08-03\|6.63\|3.43\|6.58\|6.64\|6.38\|39888;2026-08-04\|6.85\|3.32\|6.75\|6.94\|6.66\|50496;2026-08-05\|7.39\|7.88\|6.85\|7.54\|6.80\|156255;2026-08-06\|7.24\|-2.03\|7.51\|7.61\|7.20\|118176;2026-08-07\|7.48\|3.31\|7.24\|7.59\|7.20\|84498;2026-08-10\|7.70\|2.94\|7.54\|7.78\|7.33\|104715;2026-08-11\|7.77\|0.91\|7.78\|7.83\|7.49\|62384;2026-08-12\|7.99\|2.83\|7.77\|8.17\|7.50\|86916;2026-08-13\|8.19\|2.50\|8.15\|8.58\|8.01\|131290;2026-08-14\|8.04\|-1.83\|8.11\|8.29\|7.90\|100559;2026-08-17\|8.84\|9.95\|8.01\|8.84\|8.01\|200809;2026-08-18\|9.39\|6.22\|9.35\|9.72\|9.01\|350225;2026-08-19\|8.45\|-10.01\|9.29\|9.48\|8.45\|209204;2026-08-20\|8.20\|-2.96\|8.14\|8.44\|7.98\|211041;2026-08-21\|8.70\|6.10\|8.30\|8.82\|7.90\|188416;2026-08-24\|8.68\|-0.23\|8.60\|9.24\|8.48\|157046;2026-08-25\|9.04\|4.15\|8.60\|9.25\|8.60\|131562;2026-08-26\|8.99\|-0.55\|8.79\|9.20\|8.65\|123198;2026-08-27\|9.23\|2.67\|8.76\|9.34\|8.76\|117508;2026-08-28\|9.68\|4.88\|9.25\|10.15\|9.17\|251581;2026-08-31\|9.53\|-1.55\|9.28\|9.93\|9.28\|149771;2026-09-01\|9.62\|0.94\|9.60\|9.86\|9.36\|133160;2026-09-02\|9.76\|1.46\|9.59\|9.97\|9.50\|117807;2026-09-03\|9.87\|1.13\|9.86\|9.96\|9.70\|95921;2026-09-04\|9.67\|-2.03\|9.85\|10.12\|9.60\|107457;2026-09-07\|10.23\|5.79\|9.68\|10.27\|9.44\|128611
126512		设立长空事业部+航空航天表+机器人+激光器 1、据2026年8月4日公告，公司决定设立长空事业部，依托全资子公司陕西长空齿轮有限责任公司在中小模数齿轮及精密减速器领域的核心技术能力，大力拓展航空航天、机器人等业务领域。 2、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。 3、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。 4、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	2026-04-29\|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;2026-07-13\|17.59\|-9.98\|19.25\|19.25\|17.59\|115274;2026-07-14\|18.28\|3.92\|17.28\|18.49\|16.80\|101569;2026-07-15\|18.41\|0.71\|18.74\|18.88\|18.10\|70840;2026-07-16\|18.00\|-2.23\|18.20\|18.35\|17.78\|61962;2026-07-17\|16.94\|-5.89\|17.95\|18.05\|16.52\|82610;2026-07-20\|15.63\|-7.73\|17.36\|17.36\|15.28\|108663;2026-07-21\|16.30\|4.29\|15.80\|16.35\|14.50\|122589;2026-07-22\|15.95\|-2.15\|16.31\|16.42\|15.77\|69487;2026-07-23\|15.92\|-0.19\|15.85\|16.14\|15.70\|56479;2026-07-24\|15.93\|0.06\|15.78\|16.13\|15.55\|47301;2026-07-27\|16.50\|3.58\|15.87\|16.71\|15.81\|54452;2026-07-28\|15.90\|-3.64\|16.34\|16.63\|15.80\|42610;2026-07-29\|16.10\|1.26\|15.94\|16.11\|15.62\|46213;2026-07-30\|16.20\|0.62\|15.99\|17.27\|15.95\|104043;2026-07-31\|16.37\|1.05\|16.50\|16.73\|16.30\|66160;2026-08-03\|15.71\|-4.03\|16.31\|16.55\|15.45\|119909;2026-08-04\|16.34\|4.01\|15.97\|16.37\|15.50\|156833;2026-08-05\|17.08\|4.53\|16.13\|17.16\|16.05\|135619;2026-08-06\|17.09\|0.06\|16.99\|17.57\|16.80\|120157;2026-08-07\|17.34\|1.46\|16.51\|17.47\|16.51\|138303;2026-08-10\|19.07\|9.98\|17.29\|19.07\|17.29\|156142;2026-08-11\|20.03\|5.03\|19.09\|20.64\|18.66\|275564;2026-08-12\|20.77\|3.69\|19.94\|21.08\|19.71\|215432;2026-08-13\|21.15\|1.83\|20.78\|21.88\|20.65\|199479;2026-08-14\|20.92\|-1.09\|21.12\|21.24\|20.62\|117079;2026-08-17\|23.01\|9.99\|20.94\|23.01\|20.78\|176573;2026-08-18\|23.19\|0.78\|23.13\|23.61\|22.80\|194616;2026-08-19\|21.05\|-9.23\|22.96\|22.96\|21.00\|158064;2026-08-20\|21.16\|0.52\|21.98\|22.00\|20.98\|102087;2026-08-21\|21.16\|0.00\|21.00\|21.30\|20.35\|143341;2026-08-24\|19.71\|-6.85\|21.42\|21.52\|19.04\|149174;2026-08-25\|20.25\|2.74\|19.50\|20.50\|19.10\|120788;2026-08-26\|20.17\|-0.40\|20.40\|20.66\|19.97\|83601;2026-08-27\|20.45\|1.39\|20.00\|20.56\|19.80\|79337;2026-08-28\|20.07\|-1.86\|20.60\|20.74\|19.96\|78023;2026-08-31\|20.31\|1.20\|19.71\|20.35\|19.64\|78493;2026-09-01\|20.16\|-0.74\|20.55\|20.67\|19.93\|73782;2026-09-02\|19.82\|-1.69\|19.96\|20.00\|19.48\|62952;2026-09-03\|19.77\|-0.25\|20.08\|20.20\|19.47\|56940;2026-09-04\|19.75\|-0.10\|20.88\|21.65\|19.57\|175758;2026-09-07\|21.13\|6.99\|19.62\|21.58\|19.59\|172773
126511	行业龙头外延入股，光模块液冷散热引发关注	涨停揭秘：英伟达Rubin液冷平台落地+合资公司加速推进；涨停缘由：英伟达Rubin平台全面采用液冷技术打开千亿级增量市场、公司液冷散热模组已进入头部服务器厂商供应链、合资公司落地进度超预期有望年内实现量产、AI算力基建提速带来订单可见度提升；资金逻辑：主力资金连续三日净流入7月1日单日净流入超千万、机构调研频次显著增加Q2以来接待超20家公募及券商、融资余额环比增长12%杠杆资金积极布局；风险提示：合资公司尚未完成工商登记存在落地不及预期风险、液冷业务营收占比仍较低短期业绩贡献有限、技术迭代快客户认证周期长。	均温板龙头，客户覆盖三星、OPPO、vivo、华为等厂商，近日拟募7.86亿元扩产年产3000万件高端均温板	2026-04-29\|269.36\|2.11\|263.80\|280.00\|263.80\|27415;2026-04-30\|279.16\|3.64\|271.00\|280.00\|266.29\|22562;2026-05-06\|285.50\|2.27\|282.01\|295.55\|281.18\|28190;2026-05-07\|288.00\|0.88\|287.00\|290.00\|280.00\|16956;2026-05-08\|296.47\|2.94\|287.99\|302.00\|287.58\|24617;2026-05-11\|298.98\|0.85\|300.00\|304.98\|287.00\|30130;2026-05-12\|288.64\|-3.46\|298.26\|299.00\|288.11\|18263;2026-05-13\|288.88\|0.08\|288.98\|299.83\|283.50\|26448;2026-05-14\|288.07\|-0.28\|288.94\|295.99\|284.40\|22080;2026-05-15\|279.00\|-3.15\|288.12\|291.99\|276.62\|21126;2026-05-18\|270.28\|-3.13\|276.22\|279.00\|267.70\|21451;2026-05-19\|273.68\|1.26\|268.52\|274.84\|261.08\|17634;2026-05-20\|291.18\|6.39\|275.00\|293.41\|274.00\|23051;2026-05-21\|277.10\|-4.84\|293.80\|301.99\|276.10\|21340;2026-05-22\|288.62\|4.16\|283.01\|293.00\|273.89\|19981;2026-05-25\|309.97\|7.40\|291.72\|313.50\|287.80\|33761;2026-05-26\|325.80\|5.11\|316.17\|333.00\|310.00\|39400;2026-05-27\|333.04\|2.22\|327.17\|347.00\|327.17\|36024;2026-05-28\|337.75\|1.41\|331.20\|338.80\|325.00\|21452;2026-05-29\|333.99\|-1.05\|336.90\|347.75\|330.00\|22769;2026-06-01\|321.79\|-3.65\|335.00\|356.68\|318.18\|32078;2026-06-02\|317.68\|-1.28\|320.30\|325.66\|309.02\|21770;2026-06-03\|323.01\|1.68\|321.05\|335.65\|313.00\|23861;2026-06-04\|316.66\|-1.97\|319.50\|320.00\|310.88\|17193;2026-06-05\|315.02\|-0.52\|316.18\|320.93\|308.00\|15493;2026-06-08\|295.01\|-6.35\|307.88\|311.99\|290.95\|23639;2026-06-09\|300.02\|1.70\|300.00\|303.88\|295.18\|13799;2026-06-10\|290.68\|-3.11\|296.39\|297.48\|286.49\|15878;2026-06-11\|296.85\|2.12\|286.89\|300.98\|286.89\|18909;2026-06-12\|291.72\|-1.73\|303.00\|305.98\|284.00\|18142;2026-06-15\|313.00\|7.29\|290.54\|314.00\|286.00\|26866;2026-06-16\|316.91\|1.25\|315.15\|323.00\|307.31\|18530;2026-06-17\|322.64\|1.81\|313.36\|325.00\|312.00\|16964;2026-06-18\|337.12\|4.49\|322.64\|339.66\|320.00\|21577;2026-06-22\|337.97\|0.25\|335.97\|340.88\|325.50\|21976;2026-06-23\|322.50\|-4.58\|340.65\|344.66\|316.00\|24328;2026-06-24\|344.37\|6.78\|320.99\|346.66\|316.88\|26393;2026-06-25\|363.29\|5.49\|350.00\|373.50\|346.78\|32231;2026-06-26\|345.20\|-4.98\|360.00\|360.00\|335.50\|31017;2026-06-29\|347.50\|0.67\|351.00\|356.00\|334.00\|20319;2026-06-30\|383.96\|10.49\|352.00\|386.21\|350.00\|33133;2026-07-01\|343.50\|-10.54\|387.01\|387.01\|330.02\|44768;2026-07-02\|328.28\|-4.43\|336.88\|344.78\|326.00\|25197;2026-07-03\|321.00\|-2.22\|329.41\|333.99\|320.00\|17379;2026-07-06\|328.49\|2.33\|323.64\|335.00\|309.00\|17097;2026-07-07\|315.17\|-4.05\|325.00\|327.99\|312.52\|11736;2026-07-08\|305.88\|-2.95\|317.98\|321.52\|305.88\|10484;2026-07-09\|325.90\|6.55\|310.00\|326.66\|308.80\|18232;2026-07-10\|313.01\|-3.96\|325.90\|330.66\|312.00\|13407;2026-07-13\|294.92\|-5.78\|309.82\|314.87\|290.00\|16181;2026-07-14\|309.02\|4.78\|294.00\|319.00\|290.51\|21509;2026-07-15\|304.14\|-1.58\|314.00\|320.00\|300.20\|12442;2026-07-16\|281.00\|-7.61\|295.88\|298.05\|277.25\|21621;2026-07-17\|244.49\|-12.99\|280.56\|280.56\|242.03\|29540;2026-07-20\|226.60\|-7.32\|251.04\|258.25\|212.00\|33299;2026-07-21\|236.38\|4.32\|224.23\|237.59\|203.00\|37013;2026-07-22\|228.00\|-3.55\|232.33\|237.38\|227.00\|22096;2026-07-23\|220.53\|-3.28\|228.92\|233.40\|219.50\|15789;2026-07-24\|212.40\|-3.69\|217.00\|221.00\|209.97\|15211;2026-07-27\|226.33\|6.56\|211.45\|226.33\|208.48\|15618;2026-07-28\|206.90\|-8.58\|222.35\|222.78\|205.32\|16360;2026-07-29\|202.00\|-2.37\|205.57\|208.12\|189.00\|24290;2026-07-30\|211.30\|4.60\|211.00\|225.66\|208.84\|39153;2026-07-31\|225.00\|6.48\|228.26\|235.00\|217.00\|36685;2026-08-03\|205.50\|-8.67\|222.91\|222.91\|202.01\|28094;2026-08-04\|220.00\|7.06\|208.78\|222.30\|208.78\|27181;2026-08-05\|231.29\|5.13\|220.00\|234.30\|217.86\|21919;2026-08-06\|230.44\|-0.37\|228.79\|233.99\|223.46\|16223;2026-08-07\|256.84\|11.46\|231.65\|260.66\|220.00\|36332;2026-08-10\|247.52\|-3.63\|254.00\|256.38\|240.00\|22500;2026-08-11\|257.10\|3.87\|245.04\|260.00\|240.51\|23599;2026-08-12\|254.09\|-1.17\|254.87\|263.78\|250.00\|15121;2026-08-13\|243.70\|-4.09\|254.09\|259.48\|243.70\|17303;2026-08-14\|255.90\|5.01\|246.40\|269.97\|246.40\|30826;2026-08-17\|307.08\|20.00\|255.01\|307.08\|255.01\|43145;2026-08-18\|293.96\|-4.27\|308.00\|308.88\|289.35\|39868;2026-08-19\|257.94\|-12.25\|290.00\|291.68\|254.34\|33383;2026-08-20\|259.59\|0.64\|258.92\|265.28\|253.09\|20846;2026-08-21\|255.89\|-1.43\|253.00\|263.00\|248.80\|15158;2026-08-24\|251.98\|-1.53\|255.00\|259.90\|242.58\|16274;2026-08-25\|258.67\|2.65\|247.45\|266.87\|242.24\|22018;2026-08-26\|253.86\|-1.86\|258.68\|263.00\|248.00\|11709;2026-08-27\|266.67\|5.05\|254.90\|268.88\|251.00\|17903;2026-08-28\|258.84\|-2.94\|266.01\|269.00\|258.15\|15771;2026-08-31\|265.48\|2.57\|249.00\|265.85\|246.30\|17740;2026-09-01\|250.70\|-5.57\|265.57\|265.57\|249.23\|17441;2026-09-02\|253.66\|1.18\|249.50\|257.20\|242.92\|16919;2026-09-03\|262.60\|3.52\|256.00\|269.00\|255.00\|24056;2026-09-04\|251.89\|-4.08\|266.93\|269.90\|249.04\|18985;2026-09-07\|268.00\|6.40\|255.50\|269.99\|253.00\|29678
126510	美股AI算力租赁商Nebius股价暴涨	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署近百亿元燃气轮机发电机组供应合同	2026-04-29\|127.25\|1.78\|124.33\|128.82\|123.40\|114470;2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829
126509		燃气轮机+数据中心+液冷 1、据2025年半年报，公司作为制冷压缩机铸件细分领域龙头，核心精密零部件已通过下游客户全面应用于AI算力、数据中心温控系统的主流场景，与终端需求形成深度匹配。 2、据2025年半年报及2025年9月1日投资者关系活动记录表，公司生产的压缩机零部件作为精密温控系统核心部件，已在数据中心中应用于传统冷冻水机组、液冷设备、间接蒸发冷却系统等多个方面。 3、据2026年4月16日业绩说明会，公司依托“铸造+机械加工”全工序一体化优势，在燃气轮机结构类零部件的精密成型、精度控制与批量交付上具备稳定工艺能力，目前正式进入批量化供应阶段，主要配套全球头部客户。	公司燃气轮机零部件产品已向数据中心客户小批量供货	2026-04-29\|59.55\|2.06\|57.01\|59.59\|56.33\|88786;2026-04-30\|58.54\|-1.70\|58.96\|60.75\|58.10\|87353;2026-05-06\|64.39\|9.99\|60.10\|64.39\|60.05\|152093;2026-05-07\|64.15\|-0.37\|63.95\|64.65\|62.14\|108753;2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311;2026-07-20\|35.53\|-5.76\|37.37\|38.67\|34.29\|71242;2026-07-21\|36.96\|4.02\|35.42\|37.58\|32.00\|67189;2026-07-22\|35.89\|-2.90\|37.00\|37.50\|35.43\|43275;2026-07-23\|38.06\|6.05\|37.80\|38.60\|36.45\|65890;2026-07-24\|37.34\|-1.89\|36.99\|38.40\|36.43\|43080;2026-07-27\|39.01\|4.47\|37.16\|39.44\|36.85\|47785;2026-07-28\|35.93\|-7.90\|38.95\|38.95\|35.73\|40165;2026-07-29\|37.02\|3.03\|35.14\|37.73\|34.70\|51690;2026-07-30\|34.00\|-8.16\|36.92\|36.95\|33.66\|58166;2026-07-31\|36.00\|5.88\|35.50\|37.30\|35.16\|55323;2026-08-03\|35.00\|-2.78\|36.00\|36.33\|34.38\|42930;2026-08-04\|37.68\|7.66\|34.87\|38.15\|34.68\|57167;2026-08-05\|40.18\|6.63\|38.00\|40.56\|37.43\|56105;2026-08-06\|40.20\|0.05\|39.90\|40.97\|39.30\|42615;2026-08-07\|42.25\|5.10\|40.02\|42.36\|39.95\|48855;2026-08-10\|42.26\|0.02\|42.57\|42.95\|41.41\|34198;2026-08-11\|41.85\|-0.97\|42.20\|42.79\|41.02\|26944;2026-08-12\|44.43\|6.16\|41.97\|45.19\|41.57\|43077;2026-08-13\|44.49\|0.14\|44.67\|47.32\|44.30\|54831;2026-08-14\|43.69\|-1.80\|44.36\|44.81\|43.02\|30527;2026-08-17\|48.06\|10.00\|43.82\|48.06\|43.72\|47999;2026-08-18\|46.38\|-3.50\|48.06\|48.06\|46.02\|60689;2026-08-19\|42.38\|-8.62\|44.80\|45.81\|41.88\|57262;2026-08-20\|42.48\|0.24\|43.38\|43.50\|42.00\|39005;2026-08-21\|42.73\|0.59\|41.30\|44.48\|41.30\|45821;2026-08-24\|42.19\|-1.26\|42.48\|43.27\|40.36\|43871;2026-08-25\|42.38\|0.45\|41.74\|43.30\|40.79\|41405;2026-08-26\|42.45\|0.17\|42.38\|43.03\|41.22\|33527;2026-08-27\|43.80\|3.18\|42.85\|44.22\|41.71\|45192;2026-08-28\|42.31\|-3.40\|43.22\|44.10\|42.30\|27657;2026-08-31\|43.65\|3.17\|41.77\|43.77\|41.28\|49349;2026-09-01\|41.52\|-4.88\|43.65\|43.65\|41.36\|35239;2026-09-02\|40.70\|-1.98\|41.00\|41.33\|40.18\|33814;2026-09-03\|41.61\|2.24\|40.76\|42.48\|40.70\|29697;2026-09-04\|40.98\|-1.51\|41.74\|43.54\|40.53\|31854;2026-09-07\|40.27\|-1.73\|40.77\|41.23\|40.05\|33187
126508	SK海力士将投资384亿美元建设晶圆厂	存储芯片+电子元器件分销+重大资产重组 1、据2026年7月2日公告，公司拟以发行股份及支付现金方式购买上海肖克利100%股份并募集配套资金，申请文件已获深圳证券交易所受理。 2、据2025年年度报告，公司依托获取的长江存储代理权，综合类芯片和存储芯片已成为分销业务营收增长的重要驱动力，产品覆盖射频芯片、指纹芯片、电源芯片、存储芯片等。 3、据2026年7月9日投资者关系活动记录表，公司主营业务为电子元器件分销和集成电路芯片的研发、设计和销售，主要收入来源于电子元器件分销业务。	公司依托2024年底取得的长江存储代理权，2025年存储芯片及综合类芯片分销收入同比增16.17%，成为分销业务核心驱动力	2026-04-29\|7.40\|0.82\|7.29\|7.46\|7.28\|238173;2026-04-30\|7.57\|2.30\|7.50\|7.63\|7.38\|343970;2026-05-06\|7.79\|2.91\|7.80\|7.94\|7.76\|498122;2026-05-07\|8.20\|5.26\|7.95\|8.51\|7.80\|878888;2026-05-08\|8.06\|-1.71\|8.01\|8.09\|7.91\|531675;2026-05-11\|8.19\|1.61\|8.22\|8.29\|8.13\|580182;2026-05-12\|8.03\|-1.95\|8.17\|8.17\|7.96\|419133;2026-05-13\|8.26\|2.86\|7.91\|8.28\|7.84\|555970;2026-05-14\|8.27\|0.12\|8.28\|8.60\|8.04\|823415;2026-05-15\|8.20\|-0.85\|8.17\|8.40\|8.11\|560723;2026-05-18\|8.19\|-0.12\|8.15\|8.37\|8.05\|423890;2026-05-19\|8.34\|1.83\|8.19\|8.35\|8.02\|470948;2026-05-20\|8.73\|4.68\|8.39\|8.82\|8.36\|1046920;2026-05-21\|8.09\|-7.33\|8.68\|8.68\|8.08\|835440;2026-05-22\|8.90\|10.01\|8.09\|8.90\|8.01\|1339650;2026-05-25\|9.25\|3.93\|9.11\|9.79\|9.01\|1865796;2026-05-26\|9.95\|7.57\|9.24\|10.18\|8.98\|1776755;2026-05-27\|9.16\|-7.94\|9.72\|9.72\|9.15\|1335026;2026-05-28\|9.67\|5.57\|9.16\|9.88\|8.92\|1186223;2026-05-29\|8.70\|-10.03\|9.50\|9.50\|8.70\|1016707;2026-06-01\|8.50\|-2.30\|8.48\|8.84\|8.40\|622034;2026-06-02\|8.70\|2.35\|8.48\|8.83\|8.24\|712247;2026-06-03\|8.79\|1.03\|8.61\|8.95\|8.56\|804404;2026-06-04\|9.67\|10.01\|8.52\|9.67\|8.46\|991182;2026-06-05\|9.42\|-2.59\|9.63\|9.85\|9.35\|1398299;2026-06-08\|9.13\|-3.08\|9.12\|9.57\|8.94\|892157;2026-06-09\|10.04\|9.97\|9.78\|10.04\|9.09\|1821016;2026-06-10\|9.69\|-3.49\|10.18\|10.37\|9.61\|1543199;2026-06-11\|9.42\|-2.79\|9.55\|9.79\|9.22\|983648;2026-06-12\|8.63\|-8.39\|9.62\|9.75\|8.55\|1370879;2026-06-15\|9.04\|4.75\|8.76\|9.28\|8.73\|1070985;2026-06-16\|9.15\|1.22\|9.05\|9.27\|8.70\|1036092;2026-06-17\|9.21\|0.66\|8.92\|9.32\|8.89\|971299;2026-06-18\|8.79\|-4.56\|9.15\|9.69\|8.70\|1135462;2026-06-22\|8.08\|-8.08\|8.80\|8.91\|7.91\|1154572;2026-06-23\|8.01\|-0.87\|7.90\|8.23\|7.71\|666306;2026-06-24\|7.77\|-3.00\|7.89\|7.96\|7.50\|619050;2026-06-25\|8.14\|4.76\|7.95\|8.22\|7.60\|781030;2026-06-26\|7.60\|-6.63\|7.90\|7.90\|7.60\|567692;2026-06-29\|7.12\|-6.32\|7.60\|7.62\|7.07\|558273;2026-06-30\|7.59\|6.60\|7.12\|7.67\|7.06\|657715;2026-07-01\|7.54\|-0.66\|7.62\|7.66\|7.36\|514003;2026-07-02\|7.36\|-2.39\|7.42\|7.69\|7.22\|463680;2026-07-03\|7.35\|-0.14\|7.35\|7.48\|7.21\|356536;2026-07-06\|7.23\|-1.63\|7.43\|7.49\|7.22\|337148;2026-07-07\|7.07\|-2.21\|7.16\|7.23\|7.03\|324607;2026-07-08\|6.67\|-5.66\|7.03\|7.07\|6.62\|398372;2026-07-09\|7.01\|5.10\|6.75\|7.05\|6.61\|419362;2026-07-10\|7.11\|1.43\|6.95\|7.34\|6.91\|461600;2026-07-13\|6.49\|-8.72\|6.98\|7.03\|6.42\|413210;2026-07-14\|6.46\|-0.46\|6.40\|6.49\|6.08\|360396;2026-07-15\|6.25\|-3.25\|6.48\|6.58\|6.24\|247964;2026-07-16\|6.12\|-2.08\|6.22\|6.31\|6.10\|233169;2026-07-17\|5.69\|-7.03\|6.06\|6.09\|5.62\|316283;2026-07-20\|5.44\|-4.39\|5.79\|5.83\|5.36\|282440;2026-07-21\|5.71\|4.96\|5.45\|5.71\|5.06\|386523;2026-07-22\|5.75\|0.70\|5.64\|6.06\|5.61\|431477;2026-07-23\|5.76\|0.17\|5.69\|5.76\|5.63\|228465;2026-07-24\|6.34\|10.07\|5.66\|6.34\|5.63\|564069;2026-07-27\|6.93\|9.31\|6.45\|6.97\|6.40\|1020253;2026-07-28\|6.66\|-3.90\|6.44\|6.84\|6.44\|754389;2026-07-29\|6.71\|0.75\|6.60\|6.72\|6.41\|530878;2026-07-30\|7.00\|4.32\|6.65\|7.33\|6.41\|855294;2026-07-31\|6.93\|-1.00\|7.20\|7.44\|6.93\|894549;2026-08-03\|6.71\|-3.17\|6.60\|6.78\|6.52\|555256;2026-08-04\|6.72\|0.15\|6.82\|6.82\|6.63\|427679;2026-08-05\|7.08\|5.36\|6.65\|7.17\|6.65\|648707;2026-08-06\|6.90\|-2.54\|6.90\|7.01\|6.80\|444411;2026-08-07\|6.84\|-0.87\|6.86\|6.94\|6.67\|352424;2026-08-10\|6.92\|1.17\|6.83\|6.96\|6.77\|313670;2026-08-11\|6.83\|-1.30\|6.88\|6.93\|6.80\|262709;2026-08-12\|7.19\|5.27\|6.96\|7.21\|6.86\|597164;2026-08-13\|6.90\|-4.03\|7.26\|7.32\|6.90\|524637;2026-08-14\|6.85\|-0.72\|6.92\|6.98\|6.74\|274434;2026-08-17\|7.54\|10.07\|6.85\|7.54\|6.76\|818955;2026-08-18\|7.74\|2.65\|7.55\|7.96\|7.55\|1344567;2026-08-19\|7.20\|-6.98\|7.49\|7.66\|7.18\|787925;2026-08-20\|7.17\|-0.42\|7.35\|7.44\|7.08\|512633;2026-08-21\|7.11\|-0.84\|7.06\|7.19\|7.03\|372058;2026-08-24\|7.31\|2.81\|7.17\|7.45\|7.03\|588666;2026-08-25\|6.99\|-4.38\|7.05\|7.10\|6.58\|679327;2026-08-26\|6.89\|-1.43\|6.90\|7.01\|6.86\|361710;2026-08-27\|7.04\|2.18\|6.91\|7.09\|6.89\|392959;2026-08-28\|6.99\|-0.71\|6.99\|7.20\|6.97\|351875;2026-08-31\|7.06\|1.00\|6.90\|7.06\|6.86\|301545;2026-09-01\|7.10\|0.57\|7.09\|7.19\|7.01\|323745;2026-09-02\|7.40\|4.23\|7.00\|7.66\|6.88\|820020;2026-09-03\|7.13\|-3.65\|7.30\|7.33\|7.10\|502064;2026-09-04\|6.98\|-2.10\|7.14\|7.23\|6.93\|386811;2026-09-07\|7.04\|0.86\|7.06\|7.09\|6.97\|234216
126507	英伟达CPO交换机全面量产	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-04-29\|25.66\|-2.88\|25.80\|27.20\|25.56\|1740712;2026-04-30\|27.89\|8.69\|25.79\|28.23\|25.78\|2914319;2026-05-06\|27.01\|-3.16\|27.10\|27.86\|26.59\|2732031;2026-05-07\|27.98\|3.59\|27.01\|29.20\|26.20\|2293664;2026-05-08\|29.16\|4.22\|27.80\|30.19\|27.51\|2050571;2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874
126506	DeepSeek发布API调价公告	AI语料+AI漫剧+长沙国资行业原因： 1、当地时间7月30日，OpenAI下调GPT-5.6部分模型价格，其中，GPT-5.6 Luna模型价格下调80%，GPT-5.6 Terra模型价格下调20%。 2、据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年4月18日年报，公司已建成总规模超10PB的多模态数据集体系，涵盖4K超高清视频等类型，所有数据均具备完整正版商用授权，并已批量交付阶跃星辰等头部厂商，2025年实现倍增增长。 2、据2026年6月3日互动易及2026年1月9日互动易，AI漫剧是公司2026年在内容业务端的创新探索之一，目前已有产品成功上线，后续将有更多作品陆续推出；公司与火山引擎在AI漫剧应用工具的探索上有合作。 3、据2026年6月25日公告，公司控股股东拟变更为长沙城发文化旅游集团有限公司，实控人仍为长沙市人民政府国有资产监督管理委员会，具备国有背景。	具有全国影响力的综合性传媒集团；公司主要从事综艺、纪录片、影视剧、短视频等视频内容的生产和运营，与Kimi智能助手的关联主要体现在公司为AI大模型提供数据支持和交易平台方面	2026-04-29\|23.84\|-0.63\|24.25\|24.45\|23.78\|33288;2026-04-30\|24.63\|3.31\|23.40\|24.88\|23.34\|37977;2026-05-06\|24.88\|1.01\|24.70\|25.30\|24.37\|32827;2026-05-07\|25.10\|0.88\|24.60\|26.12\|24.60\|53073;2026-05-08\|25.94\|3.35\|25.13\|26.18\|25.12\|43859;2026-05-11\|25.91\|-0.12\|25.93\|26.42\|25.18\|34959;2026-05-12\|24.61\|-5.02\|26.06\|26.09\|24.61\|36805;2026-05-13\|24.84\|0.93\|24.40\|25.10\|24.25\|28598;2026-05-14\|24.43\|-1.65\|24.63\|24.98\|23.73\|38769;2026-05-15\|24.82\|1.60\|24.53\|25.00\|24.10\|23307;2026-05-18\|23.58\|-5.00\|24.46\|24.60\|23.58\|21495;2026-05-19\|23.43\|-0.64\|23.29\|23.69\|22.73\|19120;2026-05-20\|23.18\|-1.07\|23.43\|23.55\|23.04\|14494;2026-05-21\|23.02\|-0.69\|23.49\|23.70\|22.89\|16936;2026-05-22\|24.17\|5.00\|23.22\|24.17\|23.22\|26360;2026-05-25\|24.96\|3.27\|24.30\|25.08\|24.03\|37793;2026-05-26\|24.81\|-0.28\|24.86\|24.90\|24.15\|19173;2026-05-27\|24.60\|-0.85\|24.64\|24.79\|24.08\|14946;2026-05-28\|25.25\|2.64\|24.50\|25.55\|24.17\|16327;2026-05-29\|24.95\|-1.19\|25.14\|25.56\|24.52\|17770;2026-06-02\|24.09\|-3.45\|26.00\|27.20\|23.10\|93502;2026-06-03\|21.68\|-10.00\|22.62\|23.16\|21.68\|81556;2026-06-04\|20.60\|-4.98\|20.80\|21.39\|20.52\|50653;2026-06-05\|20.32\|-1.36\|20.44\|20.96\|19.67\|56863;2026-06-08\|19.63\|-3.40\|20.22\|21.06\|19.40\|53952;2026-06-09\|19.29\|-1.73\|19.70\|19.90\|19.00\|46371;2026-06-10\|19.32\|0.16\|19.12\|20.20\|19.00\|46874;2026-06-11\|18.52\|-4.14\|19.16\|19.16\|18.17\|46468;2026-06-12\|18.54\|0.11\|18.60\|18.96\|17.74\|42900;2026-06-15\|18.63\|0.49\|18.54\|19.05\|18.54\|33131;2026-06-16\|20.49\|9.98\|18.42\|20.49\|17.94\|59335;2026-06-25\|19.10\|-6.78\|19.80\|20.46\|18.44\|121710;2026-06-26\|17.91\|-6.23\|18.51\|18.58\|17.45\|66307;2026-06-29\|17.05\|-4.80\|17.55\|17.80\|16.66\|49391;2026-06-30\|17.90\|4.99\|17.10\|17.97\|16.86\|39527;2026-07-01\|17.68\|-1.23\|17.86\|18.19\|17.45\|37562;2026-07-02\|17.66\|-0.11\|17.81\|18.33\|17.60\|34952;2026-07-03\|17.61\|-0.28\|17.67\|18.10\|17.43\|28924;2026-07-06\|17.80\|1.08\|17.63\|18.15\|17.43\|30111;2026-07-07\|16.82\|-5.51\|17.74\|17.93\|16.81\|30935;2026-07-08\|16.45\|-2.20\|16.70\|16.98\|16.29\|26828;2026-07-09\|16.15\|-1.82\|16.70\|16.70\|15.90\|23716;2026-07-10\|16.46\|1.92\|16.20\|16.85\|15.94\|28977;2026-07-13\|15.47\|-6.01\|16.31\|16.60\|15.47\|28926;2026-07-14\|15.81\|2.20\|15.59\|15.88\|15.35\|20802;2026-07-15\|15.96\|0.95\|15.84\|16.16\|15.70\|19641;2026-07-16\|16.48\|3.26\|15.81\|16.75\|15.67\|28356;2026-07-17\|15.60\|-5.34\|16.53\|17.00\|15.56\|27590;2026-07-20\|15.11\|-3.14\|15.72\|16.22\|14.86\|35239;2026-07-21\|14.76\|-2.32\|15.02\|15.16\|13.98\|42209;2026-07-22\|14.52\|-1.63\|14.67\|14.98\|14.40\|23746;2026-07-23\|14.89\|2.55\|14.80\|14.89\|14.45\|24621;2026-07-24\|14.40\|-3.29\|14.75\|14.77\|14.38\|18229;2026-07-27\|15.12\|5.00\|14.59\|15.20\|14.38\|23940;2026-07-28\|15.27\|0.99\|14.88\|15.63\|14.81\|19630;2026-07-29\|16.07\|5.24\|15.58\|16.20\|15.30\|38806;2026-07-30\|15.70\|-2.30\|15.88\|16.44\|15.68\|37831;2026-07-31\|17.27\|10.00\|15.70\|17.27\|15.63\|59351;2026-08-03\|17.57\|1.74\|17.62\|18.11\|17.19\|89387;2026-08-04\|18.77\|6.83\|17.36\|18.77\|17.36\|85529;2026-08-05\|18.17\|-3.20\|18.67\|18.78\|17.98\|85582;2026-08-06\|18.00\|-0.94\|17.97\|18.48\|17.57\|57054;2026-08-07\|17.60\|-2.22\|17.80\|17.90\|17.23\|46807;2026-08-10\|17.90\|1.70\|17.54\|17.98\|17.24\|42301;2026-08-11\|17.68\|-1.23\|17.80\|18.15\|17.67\|33123;2026-08-12\|18.40\|4.07\|17.75\|18.80\|17.53\|67785;2026-08-13\|19.04\|3.48\|18.12\|19.60\|18.10\|89708;2026-08-14\|18.07\|-5.09\|18.79\|19.06\|17.84\|74511;2026-08-17\|19.88\|10.02\|18.20\|19.88\|17.99\|92261;2026-08-18\|18.33\|-7.80\|19.69\|19.72\|18.24\|94095;2026-08-19\|17.25\|-5.89\|17.71\|18.00\|17.18\|54860;2026-08-20\|17.25\|0.00\|17.29\|17.44\|17.00\|33553;2026-08-21\|18.05\|4.64\|17.35\|18.17\|17.01\|39848;2026-08-24\|17.28\|-4.27\|17.87\|18.26\|17.02\|31088;2026-08-25\|17.99\|4.11\|17.32\|18.10\|17.32\|33366;2026-08-26\|17.95\|-0.22\|18.01\|18.35\|17.72\|29551;2026-08-27\|17.47\|-2.67\|17.53\|18.14\|17.39\|34436;2026-08-28\|17.36\|-0.63\|17.53\|17.64\|17.26\|25839;2026-08-31\|19.10\|10.02\|17.40\|19.10\|17.35\|53134;2026-09-01\|21.01\|10.00\|21.01\|21.01\|21.01\|48559;2026-09-02\|21.49\|2.28\|21.01\|23.11\|20.31\|302105;2026-09-03\|20.68\|-3.77\|20.81\|23.11\|20.51\|283617;2026-09-04\|21.06\|1.84\|20.00\|21.85\|20.00\|236041;2026-09-07\|20.68\|-1.80\|20.24\|21.00\|20.01\|174799
126505	1-7月中国创新药BD交易总金额达1063亿美元	创新药+业绩增长+集采产品行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年6月3日机构调研，公司2026年4月与首都医科大学签署《技术转让合同》，聚焦中枢神经系统，针对神经退行性疾病开展药物研发，拟用于肌萎缩侧索硬化症和帕金森病，预计明年下半年提交IND申请；据2026年6月29日快讯，创新药板块逆市大涨。 2、据2026年4月28日公告，公司2026年一季度归母净利润9492.61万元，同比增长57.55%；据2026年4月28日投资者关系管理信息，剔除合作终止等因素，2026年一季度整体收入有7%以上增长。 3、据2025年年度报告，公司注射用多种维生素12市占率稳居细分第一并在多个省际联盟集采独家中选，氯化钾缓释片为全国首家通过一致性评价品种且中选集采执行范围新增，安脑丸/片为中药独家基药品种销量同比增长超15%。	子公司蒲公英主要产品安脑丸为中药领域产品	2026-04-29\|3.62\|0.28\|3.59\|3.66\|3.53\|645358;2026-04-30\|3.52\|-2.76\|3.60\|3.61\|3.50\|771303;2026-05-06\|3.41\|-3.12\|3.52\|3.53\|3.39\|1169303;2026-05-07\|3.39\|-0.59\|3.42\|3.45\|3.37\|662717;2026-05-08\|3.32\|-2.06\|3.38\|3.39\|3.30\|913556;2026-05-11\|3.35\|0.90\|3.31\|3.37\|3.27\|954398;2026-05-12\|3.25\|-2.99\|3.33\|3.34\|3.25\|817233;2026-05-13\|3.26\|0.31\|3.24\|3.29\|3.23\|538135;2026-05-14\|3.21\|-1.53\|3.26\|3.29\|3.21\|673209;2026-05-15\|3.15\|-1.87\|3.20\|3.22\|3.13\|630086;2026-05-18\|3.16\|0.32\|3.13\|3.18\|3.10\|457235;2026-05-19\|3.20\|1.27\|3.15\|3.20\|3.14\|480949;2026-05-20\|3.14\|-1.88\|3.18\|3.19\|3.12\|422963;2026-05-21\|3.06\|-2.55\|3.14\|3.18\|3.06\|533248;2026-05-22\|3.11\|1.63\|3.10\|3.12\|3.06\|416755;2026-05-25\|3.07\|-1.29\|3.08\|3.10\|3.04\|470063;2026-05-26\|3.02\|-1.63\|3.06\|3.06\|2.99\|470514;2026-05-27\|2.97\|-1.66\|3.02\|3.04\|2.95\|428145;2026-05-28\|2.96\|-0.34\|2.96\|2.99\|2.90\|491473;2026-05-29\|2.96\|0.00\|2.95\|3.01\|2.94\|524716;2026-06-01\|2.99\|1.01\|2.96\|3.00\|2.92\|339687;2026-06-02\|2.92\|-2.34\|2.98\|2.99\|2.90\|500281;2026-06-03\|2.91\|-0.34\|2.91\|2.94\|2.86\|497967;2026-06-04\|2.85\|-2.06\|2.90\|2.90\|2.82\|446233;2026-06-05\|2.82\|-1.05\|2.86\|2.92\|2.81\|431338;2026-06-08\|2.71\|-3.90\|2.76\|2.81\|2.69\|515322;2026-06-09\|2.72\|0.37\|2.73\|2.75\|2.66\|502495;2026-06-10\|2.71\|-0.37\|2.70\|2.73\|2.67\|368777;2026-06-11\|2.66\|-1.84\|2.69\|2.71\|2.61\|451625;2026-06-12\|2.70\|1.50\|2.66\|2.72\|2.62\|499814;2026-06-15\|2.68\|-0.74\|2.70\|2.74\|2.65\|518899;2026-06-16\|2.64\|-1.49\|2.67\|2.68\|2.62\|498355;2026-06-17\|2.57\|-2.65\|2.64\|2.64\|2.55\|563601;2026-06-18\|2.58\|0.39\|2.56\|2.62\|2.53\|490950;2026-06-22\|2.59\|0.39\|2.56\|2.59\|2.46\|696287;2026-06-23\|2.72\|5.02\|2.57\|2.76\|2.55\|1146359;2026-06-24\|2.65\|-2.57\|2.69\|2.75\|2.63\|775681;2026-06-25\|2.58\|-2.64\|2.63\|2.63\|2.51\|710433;2026-06-26\|2.43\|-5.81\|2.56\|2.58\|2.43\|696087;2026-06-29\|2.67\|9.88\|2.41\|2.67\|2.37\|1171948;2026-06-30\|2.70\|1.12\|2.75\|2.81\|2.64\|1498223;2026-07-01\|2.88\|6.67\|2.70\|2.96\|2.62\|1775884;2026-07-02\|2.94\|2.08\|2.87\|3.01\|2.84\|1566316;2026-07-03\|2.96\|0.68\|2.94\|2.99\|2.86\|1111112;2026-07-06\|3.03\|2.36\|2.92\|3.08\|2.91\|1197896;2026-07-07\|3.00\|-0.99\|2.98\|3.03\|2.87\|1084868;2026-07-08\|2.90\|-3.33\|2.97\|3.04\|2.90\|735506;2026-07-09\|2.96\|2.07\|2.87\|3.00\|2.84\|810202;2026-07-10\|3.13\|5.74\|2.96\|3.20\|2.88\|1527595;2026-07-13\|3.02\|-3.51\|3.11\|3.17\|3.02\|1056048;2026-07-14\|3.04\|0.66\|3.00\|3.05\|2.92\|810981;2026-07-15\|3.14\|3.29\|3.00\|3.16\|2.99\|1272432;2026-07-16\|3.17\|0.96\|3.10\|3.24\|3.06\|1358841;2026-07-17\|2.94\|-7.26\|3.13\|3.17\|2.90\|1303158;2026-07-20\|2.89\|-1.70\|2.89\|2.96\|2.86\|896141;2026-07-21\|2.83\|-2.08\|2.88\|2.89\|2.76\|901439;2026-07-22\|2.83\|0.00\|2.80\|2.94\|2.78\|900562;2026-07-23\|2.87\|1.41\|2.80\|2.90\|2.78\|726170;2026-07-24\|2.76\|-3.83\|2.84\|2.90\|2.75\|572913;2026-07-27\|2.90\|5.07\|2.74\|2.94\|2.72\|754864;2026-07-28\|2.88\|-0.69\|2.89\|2.97\|2.86\|658537;2026-07-29\|2.88\|0.00\|2.87\|2.92\|2.84\|642793;2026-07-30\|2.84\|-1.39\|2.87\|2.94\|2.82\|718476;2026-07-31\|2.85\|0.35\|2.84\|2.87\|2.82\|452670;2026-08-03\|2.88\|1.05\|2.85\|2.90\|2.84\|492046;2026-08-04\|2.97\|3.12\|2.89\|2.99\|2.89\|815299;2026-08-05\|2.92\|-1.68\|2.96\|2.98\|2.89\|681142;2026-08-06\|2.84\|-2.74\|2.93\|2.94\|2.82\|685718;2026-08-07\|3.12\|9.86\|2.83\|3.12\|2.82\|2282903;2026-08-10\|3.43\|9.94\|3.29\|3.43\|3.26\|4614918;2026-08-11\|3.51\|2.33\|3.36\|3.77\|3.36\|5899325;2026-08-12\|3.86\|9.97\|3.55\|3.86\|3.51\|5382492;2026-08-13\|4.25\|10.10\|3.73\|4.25\|3.69\|4808801;2026-08-14\|4.53\|6.59\|4.43\|4.68\|4.14\|9297517;2026-08-17\|4.98\|9.93\|4.57\|4.98\|4.37\|6270835;2026-08-18\|4.76\|-4.42\|5.00\|5.10\|4.62\|8135789;2026-08-19\|4.30\|-9.66\|4.85\|5.03\|4.28\|7382556;2026-08-20\|4.73\|10.00\|4.62\|4.73\|4.39\|4821303;2026-08-21\|4.35\|-8.03\|4.70\|4.75\|4.33\|6686393;2026-08-24\|3.94\|-9.43\|4.43\|4.46\|3.92\|5668793;2026-08-25\|4.30\|9.14\|3.95\|4.33\|3.86\|7904177;2026-08-26\|4.14\|-3.72\|4.26\|4.42\|4.08\|6260784;2026-08-27\|4.42\|6.76\|4.20\|4.55\|4.15\|7602174;2026-08-28\|4.86\|9.95\|4.46\|4.86\|4.17\|8171194;2026-08-31\|4.37\|-10.08\|4.63\|4.66\|4.37\|6664977;2026-09-01\|4.35\|-0.46\|4.12\|4.58\|4.10\|6270523;2026-09-02\|4.53\|4.14\|4.25\|4.75\|4.23\|6834445;2026-09-03\|4.25\|-6.18\|4.39\|4.56\|4.08\|6233689;2026-09-04\|3.94\|-7.29\|4.12\|4.26\|3.90\|4469438;2026-09-07\|3.95\|0.25\|3.87\|4.01\|3.80\|3261275
126504	英伟达CPO交换机全面量产	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-04-29\|138.27\|-3.05\|140.00\|142.52\|135.67\|176482;2026-04-30\|135.92\|-1.70\|140.71\|144.52\|135.60\|187779;2026-05-06\|143.87\|5.85\|138.51\|151.05\|137.00\|277020;2026-05-07\|150.05\|4.30\|155.05\|158.08\|145.70\|380709;2026-05-08\|162.10\|8.03\|145.95\|167.99\|145.33\|417918;2026-05-11\|178.80\|10.30\|163.62\|183.37\|161.00\|414734;2026-05-12\|176.71\|-1.17\|182.46\|192.00\|175.13\|336687;2026-05-13\|178.33\|0.92\|174.00\|178.76\|170.38\|308045;2026-05-14\|175.55\|-1.56\|180.01\|187.70\|175.34\|347694;2026-05-15\|160.40\|-8.63\|177.00\|177.88\|160.25\|369828;2026-05-18\|160.33\|-0.04\|160.00\|164.55\|154.54\|227021;2026-05-19\|155.20\|-3.20\|155.00\|156.97\|148.00\|253965;2026-05-20\|161.10\|3.80\|153.00\|164.43\|152.00\|282817;2026-05-21\|148.52\|-7.81\|162.50\|162.50\|148.01\|242983;2026-05-22\|161.42\|8.69\|151.00\|162.00\|150.66\|271162;2026-05-25\|163.20\|1.10\|163.00\|163.48\|156.66\|236429;2026-05-26\|161.67\|-0.94\|164.00\|168.48\|157.12\|205061;2026-05-27\|161.96\|0.18\|158.01\|166.18\|153.30\|255863;2026-05-28\|170.40\|5.21\|158.00\|172.00\|154.35\|291631;2026-05-29\|165.42\|-2.92\|172.00\|181.29\|161.40\|257712;2026-06-01\|147.75\|-10.68\|162.34\|165.66\|147.70\|211014;2026-06-02\|160.85\|8.87\|147.99\|163.95\|146.00\|243841;2026-06-03\|168.80\|4.94\|169.99\|181.88\|165.00\|359226;2026-06-04\|171.67\|1.70\|168.31\|178.02\|168.31\|206165;2026-06-05\|168.38\|-1.92\|172.00\|180.50\|167.00\|264737;2026-06-08\|153.90\|-8.60\|151.05\|161.50\|151.05\|206247;2026-06-09\|181.71\|18.07\|158.00\|184.68\|156.24\|402270;2026-06-10\|170.00\|-6.44\|178.57\|179.60\|168.00\|260521;2026-06-11\|177.58\|4.46\|173.00\|184.99\|169.00\|319499;2026-06-12\|185.08\|4.22\|183.00\|192.75\|175.00\|387958;2026-06-15\|222.10\|20.00\|203.23\|222.10\|203.01\|302354;2026-06-16\|263.29\|18.55\|245.06\|263.60\|245.06\|408702;2026-06-17\|265.99\|1.03\|261.50\|272.40\|256.27\|316965;2026-06-18\|268.60\|0.98\|265.00\|269.02\|254.00\|300168;2026-06-22\|281.18\|4.68\|264.00\|285.85\|262.00\|335405;2026-06-23\|264.52\|-5.92\|274.00\|276.46\|257.00\|250075;2026-06-24\|271.32\|2.57\|264.52\|273.00\|260.08\|198384;2026-06-25\|258.31\|-4.80\|272.13\|277.26\|246.30\|324126;2026-06-26\|234.10\|-9.37\|240.00\|245.00\|225.00\|333834;2026-06-29\|225.64\|-3.61\|234.00\|239.80\|216.69\|222417;2026-06-30\|246.71\|9.34\|227.90\|252.00\|227.89\|238704;2026-07-01\|238.36\|-3.38\|247.09\|250.55\|234.00\|159575;2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|190.70\|-9.89\|207.61\|211.15\|189.50\|150160;2026-07-14\|203.88\|6.91\|193.19\|204.90\|184.30\|161959;2026-07-15\|196.83\|-3.46\|207.96\|209.90\|195.68\|135518;2026-07-16\|180.70\|-8.19\|188.61\|194.50\|178.42\|128915;2026-07-17\|158.08\|-12.52\|179.50\|179.88\|155.89\|154564;2026-07-20\|139.31\|-11.87\|163.00\|165.00\|133.00\|172113;2026-07-21\|153.19\|9.96\|142.01\|154.00\|120.68\|246999;2026-07-22\|145.53\|-5.00\|151.00\|156.00\|143.50\|171747;2026-07-23\|141.00\|-3.11\|147.90\|151.15\|139.68\|124056;2026-07-24\|135.93\|-3.60\|139.58\|142.30\|134.68\|94887;2026-07-27\|140.99\|3.72\|136.80\|140.99\|132.55\|109649;2026-07-28\|125.00\|-11.34\|137.02\|137.99\|124.00\|140517;2026-07-29\|120.00\|-4.00\|125.12\|127.77\|114.15\|159668;2026-07-30\|105.92\|-11.73\|120.30\|120.80\|102.30\|200740;2026-07-31\|114.00\|7.63\|119.00\|123.13\|113.69\|187801;2026-08-03\|118.49\|3.94\|115.55\|121.30\|111.36\|199151;2026-08-04\|133.80\|12.92\|121.99\|133.88\|120.30\|332317;2026-08-05\|132.30\|-1.12\|128.52\|132.95\|122.00\|347147;2026-08-06\|137.88\|4.22\|131.42\|140.50\|126.15\|287869;2026-08-07\|143.43\|4.03\|137.22\|146.00\|134.50\|267834;2026-08-10\|141.99\|-1.00\|143.42\|149.94\|137.94\|194487;2026-08-11\|140.45\|-1.08\|139.21\|143.86\|137.00\|138421;2026-08-12\|149.76\|6.63\|140.48\|154.98\|139.50\|210571;2026-08-13\|149.72\|-0.03\|153.00\|159.66\|149.51\|200026;2026-08-14\|161.50\|7.87\|150.02\|161.96\|147.60\|221831;2026-08-17\|193.80\|20.00\|174.69\|193.80\|168.90\|244143;2026-08-18\|199.27\|2.82\|203.04\|205.00\|193.10\|285395;2026-08-19\|180.27\|-9.53\|190.71\|195.00\|178.59\|263528;2026-08-20\|213.40\|18.38\|184.12\|216.20\|180.66\|393069;2026-08-21\|214.46\|0.50\|213.00\|230.46\|205.48\|352161;2026-08-24\|202.90\|-5.39\|215.30\|215.80\|195.00\|247776;2026-08-25\|202.70\|-0.10\|199.90\|206.60\|195.80\|206399;2026-08-26\|197.32\|-2.65\|202.00\|202.00\|191.60\|178320;2026-08-27\|209.38\|6.11\|199.96\|212.59\|198.16\|250844;2026-08-28\|204.30\|-2.43\|207.80\|210.50\|203.85\|172962;2026-08-31\|199.49\|-2.35\|196.43\|204.69\|195.00\|154613;2026-09-01\|193.81\|-2.85\|199.88\|200.00\|190.80\|114305;2026-09-02\|189.04\|-2.46\|191.02\|192.99\|185.69\|110985;2026-09-03\|188.59\|-0.24\|190.33\|192.33\|183.80\|110793;2026-09-04\|180.00\|-4.55\|191.00\|192.88\|178.18\|138864;2026-09-07\|206.10\|14.50\|185.45\|207.68\|185.45\|227804
126503		AI智慧家电+全球化布局+中报预披露 1、据2026年6月12日投资者关系活动记录表，公司已将AI技术深度融入核心产品，TCL“超级筒”洗衣机以伏羲大模型为核心，通过生成式智能优化洗涤方案，实现1.33行业顶尖洗净比。 2、据2026年6月12日投资者关系活动记录表，2025年公司海外业务收入达144.05亿元，占总收入比例为77.7%，自有品牌海外收入同比增长115%。公司泰国生产基地30万台冷柜产线已建成投产，140万台风冷冰箱产线正按计划推进。 3、据同花顺iFinD数据，公司将于2026年8月18日披露《2026年中报》，市场或存在业绩预期博弈。	国内最大的冰箱ODM生产商	2026-04-29\|9.56\|-0.83\|9.58\|9.70\|9.55\|118506;2026-04-30\|9.55\|-0.10\|9.52\|9.59\|9.44\|96804;2026-05-06\|9.80\|2.62\|9.59\|9.81\|9.51\|167309;2026-05-07\|10.09\|2.96\|9.82\|10.11\|9.80\|228525;2026-05-08\|10.08\|-0.10\|10.03\|10.17\|9.95\|158982;2026-05-11\|10.07\|-0.10\|10.08\|10.17\|9.95\|148173;2026-05-12\|9.90\|-1.69\|10.09\|10.13\|9.82\|199806;2026-05-13\|9.77\|-1.31\|9.90\|9.99\|9.74\|147443;2026-05-14\|9.67\|-1.02\|9.80\|9.80\|9.57\|107428;2026-05-15\|9.75\|0.83\|9.68\|9.93\|9.63\|149872;2026-05-18\|9.68\|-0.72\|9.77\|9.98\|9.60\|107164;2026-05-19\|9.89\|2.17\|9.82\|9.96\|9.75\|109762;2026-05-20\|9.77\|-1.21\|9.85\|9.93\|9.66\|86197;2026-05-21\|9.69\|-0.82\|9.78\|9.98\|9.66\|142302;2026-05-22\|9.49\|0.00\|9.62\|9.62\|9.38\|116891;2026-05-25\|9.41\|-0.84\|9.54\|9.55\|9.38\|81682;2026-05-26\|9.42\|0.11\|9.41\|9.46\|9.24\|101842;2026-05-27\|9.33\|-0.96\|9.40\|9.48\|9.27\|69039;2026-05-28\|9.08\|-2.68\|9.25\|9.32\|8.98\|113940;2026-05-29\|9.34\|2.86\|9.14\|9.45\|9.01\|137460;2026-06-01\|9.55\|2.25\|9.31\|9.60\|9.19\|141583;2026-06-02\|9.59\|0.42\|9.59\|9.72\|9.58\|123797;2026-06-03\|9.48\|-1.15\|9.57\|9.60\|9.45\|97946;2026-06-04\|9.28\|-2.11\|9.48\|9.53\|9.11\|119970;2026-06-05\|9.55\|2.91\|9.25\|9.59\|9.20\|171622;2026-06-08\|9.25\|-3.14\|9.50\|9.57\|9.19\|164357;2026-06-09\|9.12\|-1.41\|9.25\|9.29\|9.00\|127945;2026-06-10\|9.03\|-0.99\|9.11\|9.19\|8.84\|107222;2026-06-11\|9.47\|4.87\|9.00\|9.50\|8.80\|231506;2026-06-12\|9.64\|1.80\|9.39\|9.68\|9.17\|222636;2026-06-15\|10.06\|4.36\|9.58\|10.09\|9.49\|296393;2026-06-16\|9.92\|-1.39\|9.95\|10.10\|9.86\|166520;2026-06-17\|10.06\|1.41\|9.95\|10.36\|9.88\|144937;2026-06-18\|9.85\|-2.09\|10.04\|10.10\|9.80\|133111;2026-06-22\|9.85\|0.00\|9.86\|10.10\|9.78\|138441;2026-06-23\|10.50\|6.60\|9.85\|10.70\|9.83\|407086;2026-06-24\|10.21\|-2.76\|10.51\|10.60\|10.16\|211538;2026-06-25\|10.28\|0.69\|10.20\|10.49\|10.05\|186400;2026-06-26\|11.00\|7.00\|10.26\|11.31\|10.22\|537943;2026-06-29\|10.66\|-3.09\|11.05\|11.10\|10.37\|358915;2026-06-30\|11.08\|3.94\|10.59\|11.12\|10.57\|328211;2026-07-01\|10.91\|-1.53\|10.99\|11.19\|10.88\|212638;2026-07-02\|11.03\|1.10\|10.87\|11.29\|10.78\|234403;2026-07-03\|10.89\|-1.27\|11.01\|11.25\|10.77\|180618;2026-07-06\|10.87\|-0.18\|10.87\|11.36\|10.73\|281627;2026-07-07\|10.52\|-3.22\|10.81\|10.95\|10.48\|237201;2026-07-08\|10.51\|-0.10\|10.48\|10.67\|10.40\|231567;2026-07-09\|10.57\|0.57\|10.50\|10.60\|10.35\|182108;2026-07-10\|10.48\|-0.85\|10.54\|10.71\|10.31\|196500;2026-07-13\|10.71\|2.19\|10.45\|10.99\|10.36\|222525;2026-07-14\|10.66\|-0.47\|10.70\|10.86\|10.54\|153989;2026-07-15\|10.73\|0.66\|10.61\|10.80\|10.55\|135496;2026-07-16\|10.38\|-3.26\|10.69\|10.75\|10.34\|170094;2026-07-17\|9.92\|-4.43\|10.37\|10.54\|9.90\|224858;2026-07-20\|10.15\|2.32\|10.03\|10.38\|9.94\|249117;2026-07-21\|10.02\|-1.28\|10.16\|10.26\|9.97\|177606;2026-07-22\|9.69\|-3.29\|10.02\|10.10\|9.68\|190225;2026-07-23\|9.66\|-0.31\|9.64\|9.74\|9.51\|133751;2026-07-24\|10.14\|4.97\|9.73\|10.25\|9.60\|343756;2026-07-27\|10.62\|4.73\|10.13\|10.74\|10.09\|268818;2026-07-28\|10.49\|-1.22\|10.51\|10.74\|10.42\|141622;2026-07-29\|10.59\|0.95\|10.43\|10.84\|10.40\|156122;2026-07-30\|10.63\|0.38\|10.60\|10.86\|10.55\|197156;2026-07-31\|10.60\|-0.28\|10.62\|10.79\|10.50\|216496;2026-08-03\|10.13\|-4.43\|10.61\|10.63\|10.09\|237250;2026-08-04\|9.99\|-1.38\|10.14\|10.25\|9.94\|166736;2026-08-05\|10.57\|5.81\|9.99\|10.66\|9.93\|270033;2026-08-06\|10.84\|2.55\|10.65\|10.99\|10.52\|285953;2026-08-07\|10.68\|-1.48\|10.80\|10.97\|10.63\|207750;2026-08-10\|10.37\|-2.90\|10.68\|10.68\|10.33\|157501;2026-08-11\|10.13\|-2.31\|10.35\|10.45\|10.09\|201140;2026-08-12\|10.10\|-0.30\|10.13\|10.28\|9.99\|163927;2026-08-13\|10.15\|0.49\|10.13\|10.44\|10.07\|199145;2026-08-14\|9.84\|-3.05\|10.12\|10.21\|9.81\|194089;2026-08-17\|10.82\|9.96\|9.90\|10.82\|9.88\|578333;2026-08-18\|9.85\|-8.96\|10.70\|11.13\|9.79\|831299;2026-08-19\|8.88\|-9.85\|9.74\|9.75\|8.88\|545911;2026-08-20\|9.37\|5.52\|8.96\|9.49\|8.91\|348898;2026-08-21\|9.25\|-1.28\|9.30\|9.34\|9.15\|139633;2026-08-24\|9.80\|5.95\|9.40\|9.85\|9.23\|305425;2026-08-25\|9.90\|1.02\|9.70\|9.96\|9.62\|183739;2026-08-26\|9.64\|-2.63\|9.90\|9.98\|9.62\|160033;2026-08-27\|9.38\|-2.70\|9.57\|9.65\|9.30\|199651;2026-08-28\|9.35\|-0.32\|9.38\|9.40\|9.25\|124484;2026-08-31\|9.38\|0.32\|9.30\|9.42\|9.21\|119300;2026-09-01\|9.57\|2.03\|9.37\|9.75\|9.30\|168517;2026-09-02\|9.55\|-0.21\|9.57\|9.87\|9.30\|224485;2026-09-03\|9.37\|-1.88\|9.59\|9.72\|9.36\|114225;2026-09-04\|9.27\|-1.07\|9.41\|9.46\|9.23\|133122;2026-09-07\|9.11\|-1.73\|9.28\|9.31\|9.08\|137288
126502		乳业+大消费+业绩增长 1、据2025年年度报告，公司2025年实现归母净利润5119.34万元，同比增长76.87%；2026年一季报实现归母净利润1581.58万元，同比增长18.86%。 2、据2025年年度报告，公司主营低温乳制品、烘焙食品及米制鲜食，在营门店总数达2009家，定位“家门口的营养早餐”，形成“奶吧+现烤”特色模式。 3、公司作为国内“低温乳制品+烘焙食品+米制鲜食”协同发展的龙头企业，深耕长三角市场二十余年，依托全产业链布局及“中央工厂+当日鲜配”供应链壁垒，在区域市场形成差异化竞争优势。	国内鲜乳烘焙知名企业	2026-04-29\|17.20\|0.41\|17.00\|17.44\|17.00\|25776;2026-04-30\|17.25\|0.29\|17.13\|17.37\|17.13\|20004;2026-05-06\|17.05\|-1.16\|17.06\|17.37\|17.03\|28640;2026-05-07\|16.76\|-1.70\|17.05\|17.09\|16.73\|36198;2026-05-08\|16.96\|1.19\|16.72\|17.10\|16.61\|37885;2026-05-11\|16.95\|-0.06\|16.95\|17.06\|16.74\|26995;2026-05-12\|16.45\|-2.95\|16.91\|16.93\|16.40\|41030;2026-05-13\|16.37\|-0.49\|16.50\|16.59\|16.18\|25254;2026-05-14\|16.32\|-0.31\|16.33\|16.63\|16.18\|33014;2026-05-15\|16.02\|-1.84\|16.43\|16.43\|15.90\|31529;2026-05-18\|15.97\|-0.31\|16.01\|16.01\|15.75\|22560;2026-05-19\|15.99\|0.13\|16.00\|16.19\|15.82\|17890;2026-05-20\|15.81\|-1.13\|15.91\|15.97\|15.75\|15928;2026-05-21\|15.38\|-2.72\|15.86\|15.97\|15.37\|26842;2026-05-22\|15.25\|-0.85\|15.39\|15.50\|15.20\|23322;2026-05-25\|15.22\|-0.20\|15.20\|15.30\|15.06\|20413;2026-05-26\|15.07\|-0.99\|15.05\|15.35\|14.94\|22545;2026-05-27\|15.18\|0.73\|15.12\|15.47\|14.69\|51016;2026-05-28\|15.05\|-0.86\|15.08\|15.24\|14.81\|29183;2026-05-29\|15.41\|2.39\|14.96\|15.94\|14.96\|63250;2026-06-01\|15.55\|0.91\|15.26\|15.61\|15.10\|38976;2026-06-02\|15.03\|-3.34\|15.42\|15.59\|14.96\|36661;2026-06-03\|14.70\|-2.20\|14.92\|14.93\|14.57\|28172;2026-06-04\|14.30\|-2.72\|14.60\|14.83\|14.17\|30196;2026-06-05\|14.50\|1.40\|14.30\|14.65\|14.29\|29164;2026-06-08\|14.11\|-2.42\|14.23\|14.65\|13.93\|25865;2026-06-09\|14.03\|-0.57\|14.13\|14.28\|13.84\|22418;2026-06-10\|13.92\|-0.78\|14.03\|14.13\|13.84\|15186;2026-06-11\|13.77\|-1.08\|13.88\|13.98\|13.58\|22943;2026-06-12\|14.05\|2.03\|13.75\|14.17\|13.67\|31094;2026-06-15\|14.20\|1.07\|14.19\|14.33\|14.01\|24633;2026-06-16\|14.03\|-1.20\|14.24\|14.24\|13.70\|19144;2026-06-17\|13.62\|-2.92\|14.02\|14.04\|13.55\|20468;2026-06-18\|13.52\|-0.73\|13.61\|13.68\|13.33\|18405;2026-06-22\|13.51\|-0.07\|13.43\|13.52\|13.16\|24881;2026-06-23\|13.73\|1.63\|13.51\|14.10\|13.43\|28609;2026-06-24\|13.35\|-2.77\|13.68\|13.73\|13.26\|20254;2026-06-25\|13.23\|-0.90\|13.27\|13.31\|12.99\|22813;2026-06-26\|12.80\|-3.25\|13.30\|13.30\|12.70\|20720;2026-06-29\|12.88\|0.62\|12.80\|13.05\|12.42\|28669;2026-06-30\|12.57\|-2.41\|12.79\|12.93\|12.47\|21966;2026-07-01\|12.93\|2.86\|12.69\|13.10\|12.50\|31571;2026-07-02\|13.12\|1.47\|12.94\|13.44\|12.94\|29023;2026-07-03\|13.37\|1.91\|13.10\|13.46\|13.06\|28242;2026-07-06\|13.41\|0.30\|13.30\|13.57\|13.28\|18585;2026-07-07\|12.94\|-3.50\|13.30\|13.35\|12.88\|17354;2026-07-08\|13.02\|0.62\|12.93\|13.20\|12.76\|21362;2026-07-09\|12.75\|-2.07\|13.02\|13.05\|12.60\|23199;2026-07-10\|13.05\|2.35\|12.76\|13.25\|12.63\|28411;2026-07-13\|12.86\|-1.46\|13.05\|13.18\|12.80\|18634;2026-07-14\|13.08\|1.71\|12.84\|13.12\|12.75\|24472;2026-07-15\|13.48\|3.06\|13.08\|13.54\|12.99\|36547;2026-07-16\|13.97\|3.63\|13.47\|14.19\|13.33\|53572;2026-07-17\|14.63\|4.72\|13.97\|15.37\|13.97\|158956;2026-07-20\|15.70\|7.31\|14.41\|15.96\|13.91\|179708;2026-07-21\|14.35\|-8.60\|15.01\|15.22\|14.13\|148791;2026-07-22\|14.35\|0.00\|13.61\|14.60\|13.61\|100583;2026-07-23\|13.80\|-3.83\|14.05\|14.15\|13.61\|83498;2026-07-24\|13.00\|-5.80\|13.88\|13.88\|12.98\|72496;2026-07-27\|13.23\|1.77\|12.95\|13.35\|12.79\|49171;2026-07-28\|14.55\|9.98\|13.10\|14.55\|13.10\|89072;2026-07-29\|16.01\|10.03\|15.44\|16.01\|15.20\|55757;2026-07-30\|17.61\|9.99\|17.61\|17.61\|17.61\|27845;2026-07-31\|19.37\|9.99\|17.44\|19.37\|17.00\|212255;2026-08-03\|21.31\|10.02\|19.37\|21.31\|18.40\|385828;2026-08-04\|21.69\|1.78\|20.00\|23.32\|20.00\|412736;2026-08-05\|23.34\|7.61\|22.03\|23.64\|21.81\|382797;2026-08-06\|21.66\|-7.20\|22.55\|23.69\|21.21\|399182;2026-08-07\|22.84\|5.45\|21.66\|23.48\|20.60\|403507;2026-08-10\|25.12\|9.98\|22.80\|25.12\|22.21\|310383;2026-08-11\|27.63\|9.99\|25.72\|27.63\|25.00\|415990;2026-08-12\|30.39\|9.99\|27.80\|30.39\|27.01\|283836;2026-08-13\|33.43\|10.00\|32.00\|33.43\|31.13\|259799;2026-08-14\|31.91\|-4.55\|34.33\|34.96\|30.09\|416295;2026-08-17\|35.10\|10.00\|32.42\|35.10\|32.02\|324396;2026-08-18\|38.61\|10.00\|35.10\|38.61\|34.00\|422175;2026-08-19\|34.75\|-10.00\|34.75\|34.75\|34.75\|30003;2026-08-20\|35.05\|0.86\|31.28\|37.10\|31.28\|395773;2026-08-21\|31.55\|-9.99\|31.56\|32.90\|31.55\|191147;2026-08-24\|28.40\|-9.98\|29.52\|30.40\|28.40\|236547;2026-08-25\|29.94\|5.42\|27.81\|30.13\|27.81\|277455;2026-08-26\|31.40\|4.88\|29.29\|31.59\|29.00\|265022;2026-08-27\|31.52\|0.38\|31.40\|32.65\|30.51\|280352;2026-08-28\|32.58\|3.36\|31.30\|32.85\|31.21\|272295;2026-08-31\|31.52\|-3.25\|33.00\|33.00\|29.32\|236848;2026-09-01\|34.67\|9.99\|31.52\|34.67\|31.52\|359596;2026-09-02\|31.20\|-10.01\|31.20\|31.20\|31.20\|39724;2026-09-03\|28.08\|-10.00\|28.08\|28.08\|28.08\|28029;2026-09-04\|28.68\|2.14\|26.27\|29.34\|25.36\|342671;2026-09-07\|27.43\|-4.36\|26.80\|28.00\|26.65\|249572
126501	南亚向客户发出涨价函	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461
126500		可降解塑料+塑料餐饮具+海外产能 1、据2026年5月6日业绩说明会及2026年7月30日互动易，公司印尼新生产基地于2025年7月部分投产，截至2025年底产能已达正常水平，目前已经能承接原先国内对美出口的产能，以应对2025年中美贸易摩擦对公司对美出口业务的影响。 2、公司是国内领先的塑料餐饮具制造企业，环保塑料餐具国家级制造业单项冠军示范企业，主要产品为一次性塑料餐饮具及生物降解材料餐饮具，直接向麦当劳、汉堡王、Wendy’s等全球知名快餐连锁企业供货。 3、据2025年年报，公司发展战略包括丰富纸制品和生物降解制品的产品线，践行绿色环保理念。	公司是国内塑料餐饮具领域头部制造企业，深耕美国市场，美国市场收入至少约占总营收的65%，终端客户覆盖肯德基、麦当劳等国际知名连锁餐饮企业	2026-04-29\|10.95\|1.58\|10.73\|10.98\|10.73\|25694;2026-04-30\|10.90\|-0.46\|10.92\|11.01\|10.88\|19001;2026-05-06\|11.00\|0.92\|10.90\|11.02\|10.90\|27253;2026-05-07\|11.29\|2.64\|11.01\|11.58\|11.00\|77870;2026-05-08\|11.31\|0.18\|11.26\|11.38\|11.22\|39580;2026-05-11\|11.35\|0.35\|11.31\|11.40\|11.22\|35258;2026-05-12\|11.26\|-0.79\|11.39\|11.39\|11.24\|30613;2026-05-13\|11.58\|2.84\|11.27\|11.74\|11.19\|78747;2026-05-14\|11.88\|2.59\|11.57\|11.98\|11.38\|97645;2026-05-15\|11.99\|0.93\|11.79\|12.05\|11.68\|90993;2026-05-18\|11.61\|-3.17\|11.89\|11.92\|11.53\|58073;2026-05-19\|11.24\|-3.19\|11.49\|11.49\|11.19\|59500;2026-05-20\|11.01\|-2.05\|11.24\|11.27\|10.92\|45851;2026-05-21\|10.84\|-1.54\|11.00\|11.13\|10.83\|35127;2026-05-22\|10.89\|0.46\|10.93\|10.96\|10.79\|26321;2026-05-25\|10.68\|-1.93\|10.89\|10.98\|10.62\|33351;2026-05-26\|10.22\|-4.31\|10.62\|10.68\|10.13\|59562;2026-05-27\|9.95\|-2.64\|10.26\|10.26\|9.88\|33216;2026-05-28\|10.00\|0.50\|9.95\|10.07\|9.84\|22439;2026-05-29\|10.08\|0.80\|10.01\|10.15\|9.88\|28823;2026-06-01\|10.18\|0.99\|10.03\|10.19\|10.02\|19694;2026-06-02\|9.99\|-1.87\|10.19\|10.20\|9.96\|20817;2026-06-03\|9.68\|-3.10\|10.00\|10.04\|9.64\|30989;2026-06-04\|9.50\|-1.86\|9.69\|9.70\|9.46\|26478;2026-06-05\|9.54\|0.42\|9.53\|9.67\|9.43\|22195;2026-06-08\|9.28\|-2.73\|9.40\|9.57\|9.20\|28296;2026-06-09\|9.24\|-0.43\|9.28\|9.40\|9.17\|23147;2026-06-10\|9.24\|0.00\|9.24\|9.25\|9.01\|32238;2026-06-11\|9.55\|3.35\|9.16\|9.70\|9.00\|54939;2026-06-12\|9.34\|-2.20\|9.51\|9.53\|9.23\|42840;2026-06-15\|9.41\|0.75\|9.36\|9.46\|9.30\|29364;2026-06-16\|9.29\|-1.28\|9.40\|9.44\|9.27\|23525;2026-06-17\|9.23\|-0.65\|9.29\|9.38\|9.11\|20867;2026-06-18\|9.07\|-1.73\|9.28\|9.28\|9.05\|15850;2026-06-22\|8.99\|-0.55\|9.06\|9.07\|8.70\|31660;2026-06-23\|9.07\|0.89\|8.93\|9.21\|8.90\|27384;2026-06-24\|8.71\|-3.97\|9.01\|9.06\|8.70\|26862;2026-06-25\|8.50\|-2.41\|8.69\|8.74\|8.44\|24859;2026-06-26\|8.32\|-2.12\|8.48\|8.49\|8.28\|21647;2026-06-29\|8.35\|0.36\|8.26\|8.45\|8.08\|29646;2026-06-30\|8.26\|-1.08\|8.35\|8.54\|8.13\|36071;2026-07-01\|8.40\|1.69\|8.19\|8.47\|8.19\|34671;2026-07-02\|8.44\|0.48\|8.40\|8.54\|8.34\|25349;2026-07-03\|8.66\|2.61\|8.41\|8.68\|8.41\|32982;2026-07-06\|8.72\|0.69\|8.60\|8.80\|8.60\|22430;2026-07-07\|8.45\|-3.10\|8.70\|8.70\|8.44\|18919;2026-07-08\|8.41\|-0.47\|8.44\|8.52\|8.35\|14582;2026-07-09\|8.25\|-1.90\|8.42\|8.50\|8.17\|21201;2026-07-10\|8.39\|1.70\|8.22\|8.52\|8.16\|25858;2026-07-13\|8.21\|-2.15\|8.38\|8.42\|8.18\|18085;2026-07-14\|8.41\|2.44\|8.26\|8.43\|8.17\|19547;2026-07-15\|8.60\|2.26\|8.40\|8.62\|8.34\|25546;2026-07-16\|8.88\|3.26\|8.63\|8.92\|8.55\|37868;2026-07-17\|8.81\|-0.79\|8.92\|9.06\|8.80\|44130;2026-07-20\|8.70\|-1.25\|8.81\|8.95\|8.66\|35588;2026-07-21\|8.63\|-0.80\|8.70\|8.86\|8.57\|37887;2026-07-22\|8.57\|-0.70\|8.63\|8.68\|8.39\|31880;2026-07-23\|8.52\|-0.58\|8.57\|8.57\|8.41\|34690;2026-07-24\|8.16\|-4.23\|8.48\|8.48\|8.14\|38461;2026-07-27\|8.32\|1.96\|8.15\|8.37\|8.12\|28336;2026-07-28\|8.33\|0.12\|8.32\|8.46\|8.25\|30226;2026-07-29\|8.42\|1.08\|8.35\|8.48\|8.33\|47564;2026-07-30\|8.36\|-0.71\|8.42\|8.54\|8.29\|46913;2026-07-31\|8.59\|2.75\|8.38\|8.67\|8.36\|76104;2026-08-03\|8.83\|2.79\|8.57\|8.84\|8.57\|60656;2026-08-04\|8.75\|-0.91\|8.82\|8.85\|8.72\|34975;2026-08-05\|8.72\|-0.34\|8.75\|8.80\|8.63\|37165;2026-08-06\|8.62\|-1.15\|8.74\|8.74\|8.51\|35405;2026-08-07\|8.62\|0.00\|8.59\|8.67\|8.46\|32552;2026-08-10\|8.80\|2.09\|8.58\|8.85\|8.55\|62043;2026-08-11\|8.74\|-0.68\|8.78\|8.80\|8.64\|31316;2026-08-12\|8.77\|0.34\|8.71\|8.81\|8.67\|27831;2026-08-13\|8.69\|-0.91\|8.77\|8.82\|8.62\|36353;2026-08-14\|8.65\|-0.46\|8.72\|8.72\|8.57\|33797;2026-08-17\|9.52\|10.06\|8.71\|9.52\|8.71\|118543;2026-08-18\|9.25\|-2.84\|9.57\|9.66\|9.19\|172397;2026-08-19\|9.11\|-1.51\|9.28\|9.33\|9.07\|82874;2026-08-20\|9.15\|0.44\|9.11\|9.26\|9.06\|73179;2026-08-21\|9.10\|-0.55\|9.05\|9.14\|8.91\|58778;2026-08-24\|9.45\|3.85\|9.14\|9.46\|9.06\|134545;2026-08-25\|9.32\|-1.38\|9.29\|9.36\|9.21\|85438;2026-08-26\|9.24\|-0.86\|9.27\|9.31\|9.19\|56375;2026-08-27\|9.14\|-1.08\|9.21\|9.25\|9.11\|61124;2026-08-28\|9.19\|0.55\|9.10\|9.29\|9.09\|53137;2026-08-31\|9.46\|2.94\|9.19\|9.58\|9.16\|119128;2026-09-01\|9.54\|0.85\|9.50\|9.59\|9.42\|82954;2026-09-02\|9.45\|-0.94\|9.50\|9.50\|9.35\|47868;2026-09-03\|9.32\|-1.38\|9.46\|9.51\|9.31\|39127;2026-09-04\|9.37\|0.54\|9.38\|9.43\|9.28\|40893;2026-09-07\|9.40\|0.32\|9.31\|9.44\|9.25\|37157
126499	宇树科技上市在即	涨停揭秘：作为全国人形机器人标准工作组成员单位，深度参与国标行标制定，直接受益于Optimus量产进程与国内产业化政策加速；涨停缘由：标准话语权带来技术外溢与客户导入优势；工业机器人本体及系统集成业务已进入头部车企与3C产线；资金逻辑：资金押注标准制定权带来的长期产业卡位价值，叠加机器人板块整体高换手与机构调仓窗口期；风险提示：标准制定收益难以量化，短期业绩无直接体现，需警惕主题退潮后估值回调压力	公司是全国机器人标准化技术委员会人形机器人标准工作组（SAC/TC591/WG2）成员单位，参与制订人形机器人及其应用领域相关的国家标准及行业标准	2026-04-29\|33.96\|-0.59\|34.16\|34.16\|33.55\|12899;2026-04-30\|33.96\|0.00\|33.82\|34.04\|33.75\|8101;2026-05-06\|34.17\|0.62\|33.96\|34.65\|33.93\|11961;2026-05-07\|34.80\|1.84\|34.20\|35.29\|34.07\|14764;2026-05-08\|35.70\|2.59\|34.75\|36.04\|34.36\|18771;2026-05-11\|35.75\|0.14\|35.71\|36.92\|35.35\|17882;2026-05-12\|34.98\|-2.15\|35.85\|35.90\|34.85\|10977;2026-05-13\|34.95\|-0.09\|34.50\|35.08\|34.50\|7713;2026-05-14\|38.45\|10.01\|35.80\|38.45\|34.90\|48553;2026-05-15\|42.30\|10.01\|39.01\|42.30\|39.00\|128289;2026-05-18\|46.53\|10.00\|46.53\|46.53\|42.46\|211189;2026-05-19\|51.18\|9.99\|51.18\|51.18\|51.17\|51618;2026-05-20\|46.06\|-10.00\|46.06\|51.30\|46.06\|228275;2026-05-21\|42.80\|-7.08\|44.00\|45.87\|41.66\|195547;2026-05-22\|42.73\|-0.16\|41.70\|44.90\|39.66\|164872;2026-05-25\|40.88\|-4.33\|41.60\|42.45\|40.01\|122104;2026-05-26\|41.98\|2.69\|40.89\|42.71\|40.56\|117761;2026-05-27\|37.99\|-9.50\|39.90\|40.67\|37.78\|111357;2026-05-28\|38.05\|0.16\|37.35\|38.37\|36.23\|61427;2026-05-29\|35.66\|-6.28\|38.05\|38.09\|35.08\|72819;2026-06-01\|35.28\|-1.07\|35.17\|36.16\|35.00\|44639;2026-06-02\|34.89\|-1.11\|35.33\|35.96\|34.43\|41962;2026-06-03\|34.91\|0.06\|34.58\|35.57\|34.40\|38992;2026-06-04\|37.23\|6.65\|34.60\|37.37\|34.50\|79413;2026-06-05\|37.59\|0.97\|36.86\|39.00\|35.56\|79608;2026-06-08\|35.92\|-4.44\|36.01\|37.27\|35.83\|44864;2026-06-09\|36.21\|0.81\|35.92\|36.62\|35.31\|44594;2026-06-10\|33.67\|-7.01\|35.91\|35.91\|33.27\|47524;2026-06-11\|32.40\|-3.77\|32.80\|33.40\|32.12\|37543;2026-06-12\|32.81\|1.27\|32.71\|33.78\|32.61\|31496;2026-06-15\|34.00\|3.63\|32.80\|34.09\|32.78\|30556;2026-06-16\|35.51\|4.44\|34.25\|35.65\|33.43\|40988;2026-06-17\|37.30\|5.04\|35.00\|38.66\|34.81\|70710;2026-06-18\|41.03\|10.00\|36.93\|41.03\|36.76\|106691;2026-06-22\|45.13\|9.99\|42.92\|45.13\|42.92\|60140;2026-06-23\|47.00\|4.14\|43.82\|49.64\|43.39\|165290;2026-06-24\|46.95\|-0.11\|46.90\|48.74\|44.80\|102144;2026-06-25\|45.00\|-4.15\|46.95\|47.88\|43.48\|93856;2026-06-26\|42.90\|-3.40\|45.16\|48.85\|42.50\|133790;2026-06-29\|42.41\|-1.14\|43.54\|44.67\|41.00\|92936;2026-06-30\|42.04\|-0.87\|42.41\|43.50\|41.08\|60988;2026-07-01\|42.04\|0.00\|42.50\|43.09\|41.55\|64235;2026-07-02\|41.10\|-2.24\|41.00\|43.19\|41.00\|55595;2026-07-03\|39.80\|-3.16\|41.41\|41.98\|39.74\|58016;2026-07-06\|39.00\|-2.01\|39.89\|40.98\|37.54\|62326;2026-07-07\|38.00\|-2.56\|39.00\|39.90\|37.63\|39317;2026-07-08\|36.48\|-4.00\|37.91\|37.99\|35.37\|47324;2026-07-09\|37.82\|3.67\|37.80\|37.99\|35.70\|43305;2026-07-10\|37.45\|-0.98\|37.82\|38.75\|37.00\|43720;2026-07-13\|35.11\|-6.25\|36.80\|37.26\|34.87\|34038;2026-07-14\|34.90\|-0.60\|35.28\|35.52\|33.90\|26999;2026-07-15\|34.93\|0.09\|34.81\|35.68\|34.52\|25613;2026-07-16\|34.79\|-0.40\|34.93\|35.56\|34.10\|26143;2026-07-17\|33.50\|-3.71\|34.76\|35.45\|33.00\|46570;2026-07-20\|30.49\|-8.99\|34.16\|34.25\|30.15\|58510;2026-07-21\|31.11\|2.03\|30.51\|31.11\|28.07\|50904;2026-07-22\|30.44\|-2.15\|30.33\|31.27\|30.00\|28554;2026-07-23\|33.48\|9.99\|30.44\|33.48\|30.21\|46516;2026-07-24\|33.90\|1.25\|33.49\|35.68\|33.00\|74964;2026-07-27\|37.29\|10.00\|33.28\|37.29\|33.28\|43490;2026-07-28\|38.49\|3.22\|37.73\|39.73\|36.92\|100909;2026-07-29\|36.79\|-4.42\|37.76\|37.76\|35.59\|71219;2026-07-30\|37.27\|1.30\|36.50\|38.50\|36.11\|66762;2026-07-31\|36.52\|-2.01\|37.63\|38.00\|35.86\|60462;2026-08-03\|35.73\|-2.16\|36.52\|36.88\|35.38\|42774;2026-08-04\|36.10\|1.04\|35.90\|36.50\|35.55\|50300;2026-08-05\|36.80\|1.94\|35.90\|36.80\|35.66\|47989;2026-08-06\|37.25\|1.22\|36.52\|37.36\|36.26\|55502;2026-08-07\|38.95\|4.56\|37.02\|39.74\|36.72\|80486;2026-08-10\|40.03\|2.77\|38.95\|41.41\|38.90\|92197;2026-08-11\|41.43\|3.50\|39.10\|43.00\|38.52\|82879;2026-08-12\|41.28\|-0.36\|41.41\|42.40\|40.60\|50547;2026-08-13\|40.59\|-1.67\|41.10\|41.87\|40.58\|34808;2026-08-14\|40.15\|-1.08\|40.78\|41.10\|39.52\|30609;2026-08-17\|44.17\|10.01\|40.85\|44.17\|40.66\|49401;2026-08-18\|43.61\|-1.27\|45.00\|45.11\|43.11\|57596;2026-08-19\|39.70\|-8.97\|43.00\|43.00\|39.40\|54145;2026-08-20\|39.44\|-0.65\|40.50\|40.70\|39.16\|26522;2026-08-21\|40.90\|3.70\|39.22\|41.36\|38.51\|40895;2026-08-24\|41.87\|2.37\|40.36\|43.37\|40.26\|52725;2026-08-25\|43.40\|3.65\|40.87\|44.50\|40.01\|75457;2026-08-26\|41.78\|-3.73\|43.40\|43.80\|41.26\|48588;2026-08-27\|40.55\|-2.94\|41.59\|41.99\|40.03\|53841;2026-08-28\|44.61\|10.01\|40.31\|44.61\|40.16\|69567;2026-08-31\|44.60\|-0.02\|43.77\|44.82\|42.57\|85365;2026-09-01\|45.60\|2.24\|44.43\|46.00\|43.33\|77858;2026-09-02\|44.82\|-1.71\|44.79\|47.18\|44.60\|81446;2026-09-03\|45.48\|1.47\|44.99\|46.84\|44.00\|60067;2026-09-04\|43.85\|-3.58\|45.04\|45.79\|43.43\|44115;2026-09-07\|46.91\|6.98\|43.85\|47.13\|43.80\|71808
126498	美股AI算力租赁商Nebius股价暴涨	参股算力+工程咨询+AI应用+国企改革 1、据2024年12月30人互动易，2023年8月20日，公司参股公司丝绸之路信息港股份有限公司参与建设的全国一体化算力网络枢纽节点（甘肃·庆阳）算力调度服务平台、数据要素流通平台上线发布仪式举行，实现了省级算力调度向庆阳国家数据中心集群的覆盖。 2、据2026年7月2日互动易，甘肃省2026年上半年已下发新一轮国企改革配套方案，明确要求将省属上市国企的市值表现等纳入负责人经营业绩考核且6月起执行。公司作为甘肃省国资委实控的工程技术服务集团，将密切关注股价走势并适时制定估值提升计划。 3、据2026年7月11日异常波动公告，子公司招标咨询集团基于DeepSeek大模型研发了智能辅助评标系统，旨在提升评审效率与智能化水平，该系统目前已对三家客户实现应用。 4、据2025年年报，公司主营业务为工程咨询技术服务，拥有覆盖规划咨询、勘察设计、监理检测等全过程工程咨询服务能力，在湿陷性黄土地区地基处理等技术方面达到国内先进水平。	公司参股10%丝绸之路信息港，后者参与投建数据中心和云平台工程建设，持有丝绸之路大数据37%股权、丝路信息港云计算100%股权	2026-04-29\|8.81\|1.38\|8.65\|8.85\|8.65\|66971;2026-04-30\|8.86\|0.57\|8.76\|8.88\|8.75\|56542;2026-05-06\|8.96\|1.13\|8.88\|9.07\|8.87\|73330;2026-05-07\|8.89\|-0.78\|9.01\|9.04\|8.86\|76495;2026-05-08\|8.89\|0.00\|8.89\|8.89\|8.81\|50123;2026-05-11\|8.82\|-0.79\|8.95\|8.95\|8.76\|60526;2026-05-12\|8.64\|-2.04\|8.82\|8.82\|8.63\|53613;2026-05-13\|8.71\|0.81\|8.67\|8.82\|8.60\|57904;2026-05-14\|8.44\|-3.10\|8.75\|8.75\|8.43\|69012;2026-05-15\|8.29\|-1.78\|8.45\|8.50\|8.25\|60869;2026-05-18\|8.03\|-3.14\|8.30\|8.35\|7.95\|126283;2026-05-19\|8.12\|1.12\|8.01\|8.14\|7.93\|67267;2026-05-20\|7.89\|-2.83\|8.07\|8.07\|7.85\|59491;2026-05-21\|7.66\|-2.92\|7.91\|8.00\|7.65\|71316;2026-05-22\|7.74\|1.04\|7.70\|7.82\|7.62\|59171;2026-05-25\|7.71\|-0.39\|7.79\|7.84\|7.64\|48112;2026-05-26\|7.52\|-2.46\|7.71\|7.71\|7.42\|64803;2026-05-27\|7.30\|-2.93\|7.51\|7.53\|7.18\|82595;2026-05-28\|7.34\|0.55\|7.30\|7.40\|7.19\|50132;2026-05-29\|7.36\|0.27\|7.36\|7.43\|7.31\|67064;2026-06-01\|7.68\|4.35\|7.36\|7.71\|7.28\|90818;2026-06-02\|7.45\|-2.99\|7.68\|7.72\|7.39\|56996;2026-06-03\|7.42\|-0.40\|7.45\|7.47\|7.32\|56310;2026-06-04\|7.53\|1.48\|7.40\|7.55\|7.30\|74803;2026-06-05\|7.52\|-0.13\|7.49\|7.67\|7.45\|61480;2026-06-08\|7.52\|0.00\|7.43\|7.60\|7.30\|73996;2026-06-09\|7.55\|0.40\|7.51\|7.59\|7.42\|57044;2026-06-10\|7.60\|0.66\|7.54\|7.68\|7.50\|79378;2026-06-11\|7.64\|0.53\|7.55\|7.77\|7.45\|96350;2026-06-12\|7.69\|0.65\|7.66\|7.94\|7.64\|94493;2026-06-15\|7.69\|0.00\|7.77\|7.82\|7.61\|83405;2026-06-16\|7.73\|0.52\|7.70\|7.74\|7.39\|85663;2026-06-17\|7.75\|0.26\|7.69\|7.79\|7.57\|85930;2026-06-18\|7.71\|-0.52\|7.72\|7.83\|7.65\|60784;2026-06-22\|7.74\|0.39\|7.66\|7.75\|7.37\|76434;2026-06-23\|7.78\|0.52\|7.67\|7.90\|7.65\|70712;2026-06-24\|7.78\|0.52\|7.74\|7.85\|7.59\|75652;2026-06-25\|7.77\|-0.13\|7.77\|7.94\|7.64\|111756;2026-06-26\|7.66\|-1.42\|7.75\|7.78\|7.60\|94681;2026-06-29\|7.75\|1.17\|7.64\|7.75\|6.99\|148569;2026-06-30\|7.79\|0.52\|7.67\|7.80\|7.64\|83411;2026-07-01\|7.94\|1.93\|7.81\|7.98\|7.79\|99576;2026-07-02\|8.12\|2.27\|7.93\|8.18\|7.89\|99930;2026-07-03\|8.40\|3.45\|8.16\|8.48\|8.11\|158098;2026-07-06\|8.67\|3.21\|8.54\|8.70\|8.40\|164322;2026-07-07\|8.74\|0.81\|8.71\|8.90\|8.48\|385196;2026-07-08\|9.18\|5.03\|8.81\|9.28\|8.80\|688912;2026-07-09\|9.81\|6.86\|9.01\|9.87\|8.90\|792969;2026-07-10\|10.60\|8.05\|9.63\|10.76\|9.60\|852048;2026-07-13\|10.76\|1.51\|10.36\|11.08\|10.30\|847533;2026-07-14\|10.61\|-1.39\|10.66\|11.09\|10.07\|870444;2026-07-15\|11.18\|5.37\|10.57\|11.37\|10.51\|736488;2026-07-16\|11.12\|-0.54\|11.18\|11.47\|10.89\|684448;2026-07-17\|12.23\|9.98\|11.26\|12.23\|11.08\|999677;2026-07-20\|11.01\|-9.98\|12.00\|12.01\|11.01\|96960;2026-07-21\|9.91\|-9.99\|9.91\|9.91\|9.91\|18686;2026-07-22\|8.92\|-9.99\|8.92\|8.92\|8.92\|23800;2026-07-23\|9.40\|5.38\|8.03\|9.53\|8.03\|1063062;2026-07-24\|9.99\|6.28\|9.27\|10.34\|9.26\|1119244;2026-07-27\|10.61\|6.21\|10.16\|10.68\|10.16\|1016598;2026-07-28\|11.67\|9.99\|10.74\|11.67\|10.68\|814666;2026-07-29\|12.20\|4.54\|11.55\|12.30\|11.44\|826772;2026-07-30\|11.96\|-1.97\|12.20\|12.62\|11.96\|767216;2026-07-31\|12.78\|6.86\|12.14\|12.89\|12.11\|732361;2026-08-03\|13.26\|3.76\|12.86\|13.39\|12.30\|642706;2026-08-04\|13.63\|2.79\|13.37\|14.02\|13.33\|513994;2026-08-05\|13.49\|-1.03\|13.70\|13.94\|13.00\|596601;2026-08-06\|14.28\|5.86\|13.68\|14.67\|13.68\|585949;2026-08-07\|12.85\|-10.01\|14.02\|14.02\|12.85\|37774;2026-08-10\|11.57\|-9.96\|11.57\|11.57\|11.57\|26350;2026-08-11\|12.73\|10.03\|12.00\|12.73\|10.41\|1343326;2026-08-12\|11.92\|-6.36\|11.96\|12.72\|11.64\|1242837;2026-08-13\|10.73\|-9.98\|11.50\|11.53\|10.73\|1161362;2026-08-14\|9.66\|-9.97\|10.19\|10.38\|9.66\|955252;2026-08-17\|10.63\|10.04\|9.82\|10.63\|9.61\|1030634;2026-08-18\|10.99\|3.39\|10.90\|11.30\|10.68\|1266550;2026-08-19\|10.13\|-7.83\|10.81\|10.85\|9.89\|994758;2026-08-20\|9.55\|-5.73\|9.88\|10.03\|9.48\|747162;2026-08-21\|9.73\|1.88\|9.59\|10.12\|9.46\|668040;2026-08-24\|9.10\|-6.47\|9.49\|9.51\|8.86\|730958;2026-08-25\|10.01\|10.00\|9.02\|10.01\|8.85\|632021;2026-08-26\|9.68\|-3.30\|10.20\|10.28\|9.62\|905466;2026-08-27\|9.62\|-0.62\|9.70\|9.78\|9.52\|583347;2026-08-28\|9.63\|0.10\|9.56\|9.85\|9.47\|569082;2026-08-31\|9.69\|0.62\|9.50\|9.90\|9.50\|620344;2026-09-01\|10.14\|4.64\|9.68\|10.21\|9.51\|822500;2026-09-02\|10.08\|-0.59\|9.95\|10.53\|9.47\|821629;2026-09-03\|10.79\|7.04\|10.00\|11.00\|9.70\|1088017;2026-09-04\|10.60\|-1.76\|10.55\|10.91\|10.40\|819543;2026-09-07\|10.33\|-2.55\|10.47\|10.73\|10.25\|628599
126497	上期所欧线集运主力合约大涨10%	干散货航运+统一大市场+一季度扭亏行业原因： 1、据券商中国8月17日报道，油轮在霍尔木兹海峡遇袭后，上周末该海峡航运大幅放缓，船舶追踪机构Kpler数据显示周日未监测到任何通行船舶，而此前周末为31艘。同时，曼德海峡通行量也略有降低。 2、据券商中国8月17日报道，欧线集运主力合约盘中一度大涨超10%，美伊在霍尔木兹海峡持续对峙，中东局势紧张推动航运价格走强。公司原因： 1、据2025年年报，公司主营业务为干散货航运及港航物流服务业，聚焦灵便型干散货船运营，采取内外贸兼营的布局策略，内贸以煤炭运输为主，外贸航线覆盖东南亚、中东、非洲等地区。 2、据2026年4月29日公告，公司2026年一季度实现营收2.44亿元，同比增长47.87%；归母净利润330.20万元，同比扭亏为盈。 3、据2026年6月8日异常波动公告，公司、控股股东及实际控制人不存在筹划重大资产重组、资产注入等重大事项，近期公司生产经营、业务开展、财务状况等基本面情况稳定，未发生重大变化。	我国内河经营干散货专业化运输规模最大的企业，大股东旗下投资了二十余家企业	2026-04-29\|3.99\|2.57\|3.85\|4.02\|3.80\|234166;2026-04-30\|3.95\|-1.00\|3.97\|4.00\|3.92\|132808;2026-05-06\|3.98\|0.76\|3.97\|4.00\|3.95\|125493;2026-05-07\|4.10\|3.02\|3.98\|4.17\|3.98\|258238;2026-05-08\|4.18\|1.95\|4.10\|4.27\|4.06\|253989;2026-05-11\|4.19\|0.24\|4.16\|4.20\|4.09\|225197;2026-05-12\|4.04\|-3.58\|4.18\|4.20\|4.03\|194758;2026-05-13\|4.05\|0.25\|4.07\|4.11\|4.03\|173780;2026-05-14\|4.02\|-0.74\|4.05\|4.11\|4.01\|167997;2026-05-15\|3.99\|-0.75\|4.02\|4.06\|3.94\|167444;2026-05-18\|4.06\|1.75\|3.99\|4.13\|3.94\|171647;2026-05-19\|4.08\|0.49\|4.05\|4.14\|4.02\|110716;2026-05-20\|4.00\|-1.96\|4.10\|4.10\|3.94\|145094;2026-05-21\|3.86\|-3.50\|4.00\|4.09\|3.84\|221512;2026-05-22\|3.86\|0.00\|3.92\|3.92\|3.81\|137579;2026-05-25\|3.89\|0.78\|3.89\|3.95\|3.85\|149758;2026-05-26\|3.80\|-2.31\|3.88\|3.91\|3.77\|164337;2026-05-27\|3.66\|-3.68\|3.79\|3.81\|3.64\|174790;2026-05-28\|3.68\|0.55\|3.69\|3.75\|3.61\|123823;2026-05-29\|3.61\|-1.90\|3.67\|3.71\|3.59\|131666;2026-06-01\|3.83\|6.09\|3.60\|3.89\|3.60\|274463;2026-06-02\|3.80\|-0.78\|3.82\|3.87\|3.72\|151577;2026-06-03\|3.80\|0.00\|3.85\|4.05\|3.73\|204187;2026-06-04\|4.18\|10.00\|3.80\|4.18\|3.79\|659998;2026-06-05\|4.60\|10.05\|4.26\|4.60\|4.26\|390264;2026-06-08\|4.76\|3.48\|4.80\|5.00\|4.47\|1687139;2026-06-09\|4.39\|-7.77\|4.57\|4.74\|4.31\|919326;2026-06-10\|4.31\|-1.82\|4.44\|4.52\|4.26\|589914;2026-06-11\|4.19\|-2.78\|4.32\|4.60\|4.12\|552750;2026-06-12\|4.15\|-0.95\|4.18\|4.30\|4.11\|384935;2026-06-15\|4.57\|10.12\|4.32\|4.57\|4.32\|295920;2026-06-16\|4.58\|0.22\|4.39\|4.64\|4.28\|805490;2026-06-17\|4.53\|-1.09\|4.55\|4.61\|4.48\|433185;2026-06-18\|4.39\|-3.09\|4.55\|4.58\|4.35\|362248;2026-06-22\|4.32\|-1.59\|4.39\|4.39\|4.24\|304863;2026-06-23\|4.18\|-3.24\|4.31\|4.49\|4.16\|346106;2026-06-24\|3.95\|-5.50\|4.20\|4.25\|3.89\|425218;2026-06-25\|3.86\|-2.28\|3.88\|3.92\|3.74\|406526;2026-06-26\|3.81\|-1.30\|3.82\|3.88\|3.65\|323340;2026-06-29\|3.65\|-4.20\|3.80\|3.80\|3.51\|443732;2026-06-30\|3.73\|2.19\|3.64\|3.76\|3.55\|333857;2026-07-01\|4.10\|9.92\|3.70\|4.10\|3.70\|606199;2026-07-02\|4.51\|10.00\|4.31\|4.51\|4.30\|376097;2026-07-03\|4.55\|0.89\|4.53\|4.67\|4.49\|1025181;2026-07-06\|4.70\|3.30\|4.66\|4.92\|4.66\|744229;2026-07-07\|4.59\|-2.34\|4.79\|4.79\|4.56\|453546;2026-07-08\|4.40\|-4.14\|4.62\|4.63\|4.37\|283132;2026-07-09\|4.32\|-1.82\|4.43\|4.47\|4.25\|255686;2026-07-10\|4.34\|0.46\|4.28\|4.43\|4.24\|233410;2026-07-13\|4.07\|-6.22\|4.34\|4.35\|4.03\|250926;2026-07-14\|4.08\|0.25\|4.05\|4.12\|3.91\|189151;2026-07-15\|4.04\|-0.98\|4.05\|4.13\|4.00\|185501;2026-07-16\|3.95\|-2.23\|4.00\|4.02\|3.89\|163539;2026-07-17\|3.78\|-4.30\|3.94\|4.01\|3.70\|378337;2026-07-20\|3.52\|-6.88\|3.83\|3.88\|3.45\|509315;2026-07-21\|3.56\|1.14\|3.54\|3.56\|3.29\|411213;2026-07-22\|3.58\|0.56\|3.54\|3.62\|3.49\|260277;2026-07-23\|3.76\|5.03\|3.59\|3.78\|3.52\|316135;2026-07-24\|3.80\|1.06\|3.70\|3.86\|3.66\|303536;2026-07-27\|3.87\|1.84\|3.77\|3.89\|3.70\|255961;2026-07-28\|3.83\|-1.03\|3.85\|3.97\|3.82\|180446;2026-07-29\|3.82\|-0.26\|3.82\|3.90\|3.79\|185068;2026-07-30\|3.65\|-4.45\|3.83\|3.88\|3.63\|213910;2026-07-31\|3.70\|1.37\|3.66\|3.73\|3.64\|146698;2026-08-03\|3.79\|2.43\|3.75\|3.81\|3.73\|170036;2026-08-04\|3.86\|1.85\|3.86\|3.93\|3.76\|207691;2026-08-05\|3.94\|2.07\|3.90\|3.96\|3.85\|184150;2026-08-06\|3.96\|0.51\|3.93\|4.01\|3.87\|160400;2026-08-07\|3.95\|-0.25\|3.98\|4.00\|3.88\|139769;2026-08-10\|3.98\|0.76\|3.97\|3.99\|3.88\|151688;2026-08-11\|3.91\|-1.76\|3.97\|4.01\|3.89\|108800;2026-08-12\|3.98\|1.79\|3.91\|3.99\|3.84\|165366;2026-08-13\|3.89\|-2.26\|4.00\|4.02\|3.89\|127453;2026-08-14\|3.84\|-1.29\|3.90\|3.92\|3.79\|132448;2026-08-17\|4.22\|9.90\|3.87\|4.22\|3.82\|263007;2026-08-18\|4.19\|-0.71\|4.26\|4.39\|4.13\|529185;2026-08-19\|4.01\|-4.30\|4.15\|4.22\|3.98\|348205;2026-08-20\|4.41\|9.98\|4.19\|4.41\|4.19\|313070;2026-08-21\|4.27\|-3.17\|4.41\|4.41\|4.16\|676043;2026-08-24\|4.26\|-0.23\|4.30\|4.34\|4.20\|431311;2026-08-25\|4.24\|-0.47\|4.29\|4.31\|4.13\|324890;2026-08-26\|4.18\|-1.42\|4.21\|4.25\|4.16\|292529;2026-08-27\|4.22\|0.96\|4.13\|4.22\|4.13\|248615;2026-08-28\|4.25\|0.71\|4.23\|4.30\|4.21\|254211;2026-08-31\|4.19\|-1.41\|4.25\|4.27\|4.17\|189282;2026-09-01\|4.23\|0.95\|4.21\|4.31\|4.17\|198934;2026-09-02\|4.19\|-0.95\|4.50\|4.65\|4.18\|875470;2026-09-03\|4.43\|5.73\|4.18\|4.61\|4.17\|1363382;2026-09-04\|4.44\|0.23\|4.37\|4.53\|4.30\|1123745;2026-09-07\|4.40\|-0.90\|4.45\|4.60\|4.39\|659956
126496	行业龙头外延入股，光模块液冷散热引发关注	AI应用+混凝土外加剂龙头+城市更新 1、据2023年5月31日互动易，公司基于AI平台能力，利用计算机视觉识别、深度学习模型等技术，逐步建立混凝土性能预测模型与外加剂配合比设计模型，目前已初步实现内部应用。 2、据2026年4月16日年报，公司是国内混凝土外加剂行业的龙头企业，在中国混凝土外加剂企业综合十强评比中2014-2025年连续多年排名第一，拥有中国工程院缪昌文、刘加平两位院士。 3、据2026年7月21日互动易，公司旗下江苏省建筑工程质量检测中心参与了国内大量既有建筑检测鉴定及城市更新相关的课题研究与检测项目，将抓住城市更新机遇推进业务拓展。	报道称VeraRubin平台采用刚性金属歧管/波纹管作为液冷的标准流体输送方案，公司子道成管业的精密不锈钢管，经过焊缝内外整平、表面粗糙度、洁净度等表面处理工艺，实现高精度（Ra<0.4μm），高光洁度（6K以上），高洁净度（无尘室进行氮气吹扫和包装），外径DN10-DN100。该产品广泛应用于高纯气体生产，制药，半导体，生物等对洁净度要求高的重要领域	2026-04-29\|11.71\|1.83\|11.51\|11.81\|11.15\|178971;2026-04-30\|12.07\|3.07\|11.66\|12.18\|11.66\|231344;2026-05-06\|12.33\|2.15\|12.10\|12.55\|11.93\|208462;2026-05-07\|11.98\|-2.84\|12.30\|12.30\|11.86\|161633;2026-05-08\|12.59\|5.09\|11.95\|12.87\|11.88\|223219;2026-05-11\|13.36\|6.12\|13.12\|13.53\|12.71\|275316;2026-05-12\|14.46\|8.23\|13.30\|14.70\|13.20\|570226;2026-05-13\|14.41\|-0.35\|14.27\|14.54\|14.03\|322653;2026-05-14\|15.23\|5.69\|14.41\|15.41\|14.15\|339711;2026-05-15\|15.01\|-1.44\|15.50\|15.62\|14.81\|247200;2026-05-18\|15.54\|3.53\|14.90\|16.20\|14.71\|248618;2026-05-19\|15.39\|-0.97\|15.34\|15.60\|14.56\|267935;2026-05-20\|16.71\|8.58\|15.83\|16.82\|15.83\|357564;2026-05-21\|15.04\|-9.99\|16.16\|16.54\|15.04\|333411;2026-05-22\|15.41\|2.46\|15.10\|15.72\|15.10\|171846;2026-05-25\|15.64\|1.49\|15.80\|16.51\|15.25\|248836;2026-05-26\|14.90\|-4.73\|15.35\|15.54\|14.77\|162400;2026-05-27\|14.61\|-1.95\|14.90\|15.06\|14.18\|182350;2026-05-28\|14.73\|0.82\|14.67\|15.13\|14.61\|105402;2026-05-29\|13.91\|-5.57\|14.72\|14.79\|13.70\|137816;2026-06-01\|13.73\|-1.29\|14.12\|14.12\|13.60\|108997;2026-06-02\|13.58\|-1.09\|13.72\|13.72\|13.28\|89812;2026-06-03\|13.43\|-0.22\|13.49\|13.68\|13.32\|75290;2026-06-04\|13.68\|1.86\|13.38\|14.15\|13.12\|153484;2026-06-05\|13.38\|-2.19\|13.96\|14.06\|13.00\|139092;2026-06-08\|12.74\|-4.78\|13.03\|13.88\|12.52\|175496;2026-06-09\|13.97\|9.65\|12.99\|14.01\|12.70\|372268;2026-06-10\|13.55\|-3.01\|13.90\|14.10\|13.48\|217054;2026-06-11\|13.39\|-1.18\|13.31\|13.74\|13.30\|113082;2026-06-12\|14.35\|7.17\|13.57\|14.73\|13.36\|508446;2026-06-15\|14.08\|-1.88\|13.80\|14.55\|13.55\|372447;2026-06-16\|13.79\|-2.06\|13.98\|14.45\|13.46\|309897;2026-06-17\|13.29\|-3.63\|13.67\|13.68\|13.12\|181942;2026-06-18\|14.23\|7.07\|13.33\|14.60\|13.26\|321054;2026-06-22\|13.58\|-4.57\|14.23\|14.42\|13.25\|256982;2026-06-23\|14.70\|8.25\|14.12\|14.94\|14.03\|485628;2026-06-24\|14.78\|0.54\|14.73\|15.10\|13.92\|518469;2026-06-25\|15.41\|4.26\|14.58\|15.51\|14.41\|445759;2026-06-26\|14.86\|-3.57\|15.13\|15.90\|14.78\|393505;2026-06-29\|13.86\|-6.73\|14.55\|14.70\|13.48\|303843;2026-06-30\|13.66\|-1.44\|13.80\|14.00\|13.40\|152438;2026-07-01\|13.47\|-1.39\|13.55\|13.79\|13.28\|143816;2026-07-02\|13.75\|2.08\|13.47\|14.50\|13.00\|183595;2026-07-03\|13.19\|-4.07\|13.76\|13.88\|13.15\|152685;2026-07-06\|13.01\|-1.36\|13.10\|13.36\|12.92\|117203;2026-07-07\|12.00\|-7.76\|13.00\|13.07\|11.99\|165534;2026-07-08\|11.70\|-2.50\|11.92\|11.99\|11.50\|120406;2026-07-09\|11.64\|-0.51\|11.70\|11.85\|11.33\|93833;2026-07-10\|11.56\|-0.69\|11.65\|11.93\|11.56\|111501;2026-07-13\|10.76\|-6.92\|11.61\|11.63\|10.76\|114483;2026-07-14\|10.86\|0.93\|10.77\|10.95\|10.51\|71344;2026-07-15\|10.65\|-1.93\|10.86\|10.94\|10.59\|70470;2026-07-16\|10.20\|-4.23\|10.72\|10.72\|10.15\|86457;2026-07-17\|9.74\|-4.51\|10.20\|10.43\|9.70\|117700;2026-07-20\|9.32\|-4.31\|9.88\|9.97\|9.15\|139735;2026-07-21\|9.35\|0.32\|9.32\|9.39\|8.45\|168389;2026-07-22\|9.20\|-1.60\|9.21\|9.46\|9.11\|97208;2026-07-23\|9.53\|3.59\|9.18\|9.58\|9.17\|91071;2026-07-24\|9.16\|-3.88\|9.48\|9.49\|9.10\|77126;2026-07-27\|9.52\|3.93\|9.12\|9.55\|9.12\|77913;2026-07-28\|9.48\|-0.42\|9.47\|9.66\|9.45\|56067;2026-07-29\|9.82\|3.59\|9.49\|9.83\|9.41\|77897;2026-07-30\|9.52\|-3.06\|9.76\|10.17\|9.49\|113821;2026-07-31\|10.00\|5.04\|9.72\|10.27\|9.68\|113690;2026-08-03\|10.21\|2.10\|10.12\|10.36\|9.99\|74613;2026-08-04\|10.27\|0.59\|10.22\|10.41\|10.20\|63028;2026-08-05\|10.37\|0.97\|10.21\|10.60\|10.21\|67074;2026-08-06\|10.84\|4.53\|10.35\|10.86\|10.29\|98783;2026-08-07\|11.60\|7.01\|10.85\|11.92\|10.43\|249819;2026-08-10\|10.95\|-5.60\|11.50\|11.53\|10.67\|243084;2026-08-11\|10.82\|-1.19\|10.78\|11.05\|10.66\|88419;2026-08-12\|11.14\|2.96\|10.82\|11.52\|10.76\|127809;2026-08-13\|10.91\|-2.06\|11.07\|11.18\|10.90\|80876;2026-08-14\|11.05\|1.28\|10.90\|11.20\|10.83\|58067;2026-08-17\|12.16\|10.05\|11.09\|12.16\|11.02\|290217;2026-08-18\|12.14\|-0.16\|12.31\|12.54\|12.08\|296310;2026-08-19\|11.79\|-2.88\|12.10\|12.24\|11.73\|148302;2026-08-20\|11.76\|-0.25\|11.94\|12.13\|11.66\|119462;2026-08-21\|11.74\|-0.17\|11.64\|11.80\|11.39\|90611;2026-08-24\|11.46\|-2.38\|11.76\|11.97\|11.31\|79487;2026-08-25\|11.60\|1.22\|11.38\|11.61\|11.28\|74432;2026-08-26\|11.35\|-2.16\|11.55\|11.60\|11.30\|61445;2026-08-27\|11.50\|1.32\|11.36\|11.53\|11.25\|81091;2026-08-28\|11.87\|3.22\|11.46\|12.02\|11.45\|144696;2026-08-31\|11.49\|-3.20\|11.66\|11.90\|11.35\|125452;2026-09-01\|11.65\|1.39\|11.45\|11.88\|11.40\|118359;2026-09-02\|11.22\|-3.69\|11.45\|11.52\|11.05\|112152;2026-09-03\|11.45\|2.05\|11.23\|11.59\|11.03\|110002;2026-09-04\|11.20\|-2.18\|11.95\|12.37\|11.14\|209264;2026-09-07\|11.22\|0.18\|11.18\|11.43\|11.04\|116460
126495	DeepSeek发布API调价公告	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。	1、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，打造“事前预警-事中干预-事后追溯”的全流程闭环监管体系； 2、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	2026-04-29\|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;2026-07-13\|46.74\|-1.72\|44.76\|49.60\|44.76\|91158;2026-07-14\|42.07\|-9.99\|45.89\|46.98\|42.07\|86559;2026-07-15\|40.08\|-4.73\|41.55\|43.30\|39.58\|98707;2026-07-16\|39.58\|-1.25\|39.40\|39.79\|37.22\|81243;2026-07-17\|35.86\|-9.40\|39.49\|39.49\|35.69\|60338;2026-07-20\|33.70\|-6.02\|37.07\|37.96\|32.80\|64082;2026-07-21\|34.39\|2.05\|33.47\|34.62\|30.67\|55370;2026-07-22\|36.87\|7.21\|34.52\|37.83\|33.78\|104223;2026-07-23\|35.62\|-3.39\|36.74\|39.00\|34.50\|88945;2026-07-24\|39.18\|9.99\|34.50\|39.18\|34.00\|84214;2026-07-27\|38.27\|-2.32\|39.00\|39.48\|35.26\|110231;2026-07-28\|37.52\|-1.96\|37.31\|39.00\|37.11\|66908;2026-07-29\|34.99\|-6.74\|37.18\|37.68\|34.39\|67020;2026-07-30\|31.49\|-10.00\|34.67\|34.92\|31.49\|50959;2026-07-31\|31.80\|0.98\|31.88\|32.99\|31.49\|53164;2026-08-03\|34.98\|10.00\|34.00\|34.98\|32.51\|23079;2026-08-04\|38.48\|10.01\|36.68\|38.48\|33.78\|88459;2026-08-05\|42.32\|9.98\|39.56\|42.33\|38.59\|118463;2026-08-06\|40.00\|-5.48\|44.24\|44.24\|39.56\|139168;2026-08-07\|40.59\|1.48\|38.80\|41.83\|38.00\|114425;2026-08-10\|40.90\|0.76\|40.43\|41.43\|39.61\|80767;2026-08-11\|40.50\|-0.98\|40.36\|41.28\|39.56\|52337;2026-08-12\|41.38\|2.17\|40.29\|41.80\|39.99\|52573;2026-08-13\|41.58\|0.48\|41.22\|42.56\|41.22\|53056;2026-08-14\|41.48\|-0.24\|41.40\|43.00\|40.26\|49645;2026-08-17\|45.63\|10.00\|41.09\|45.63\|41.05\|50160;2026-08-18\|50.19\|9.99\|48.50\|50.19\|48.27\|53380;2026-08-19\|46.32\|-7.71\|48.00\|49.98\|45.80\|91926;2026-08-20\|47.00\|1.47\|47.53\|47.99\|45.54\|64428;2026-08-21\|45.35\|-3.51\|46.11\|46.29\|44.88\|52559;2026-08-24\|43.50\|-4.08\|45.35\|45.43\|42.39\|44194;2026-08-25\|42.37\|-2.60\|43.56\|44.03\|41.89\|42692;2026-08-26\|40.59\|-4.20\|42.11\|42.72\|40.29\|38273;2026-08-27\|40.72\|0.32\|40.48\|41.18\|39.61\|46454;2026-08-28\|40.08\|-1.57\|40.32\|41.38\|39.90\|39267;2026-08-31\|39.22\|-2.15\|38.83\|39.48\|38.07\|39804;2026-09-01\|37.90\|-3.37\|39.63\|39.65\|37.38\|40148;2026-09-02\|37.53\|-0.98\|37.32\|37.80\|36.50\|37769;2026-09-03\|36.67\|-2.29\|37.73\|37.99\|36.64\|30262;2026-09-04\|35.35\|-3.60\|36.82\|37.21\|35.04\|39232;2026-09-07\|38.89\|10.01\|35.34\|38.89\|35.30\|48214
126494	宇树科技上市在即	光刻胶颜料+有机颜料+PEEK材料行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-04-29\|16.02\|-1.66\|16.18\|16.25\|15.79\|50542;2026-04-30\|16.70\|4.24\|16.08\|16.79\|16.08\|90120;2026-05-06\|17.10\|2.40\|16.94\|17.13\|16.61\|86711;2026-05-07\|17.71\|3.57\|17.11\|18.17\|17.10\|106745;2026-05-08\|17.45\|-1.47\|17.71\|17.71\|16.96\|72689;2026-05-11\|18.08\|3.61\|17.78\|18.50\|17.78\|111910;2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.24\|-1.87\|67.00\|67.98\|63.40\|167535;2026-07-16\|69.66\|6.78\|62.70\|71.00\|62.01\|271711;2026-07-17\|70.18\|0.75\|69.60\|76.59\|68.85\|303960;2026-07-20\|77.20\|10.00\|68.48\|77.20\|64.62\|328679;2026-07-21\|81.93\|6.13\|77.25\|84.00\|70.00\|327482;2026-07-22\|81.93\|0.00\|79.17\|85.02\|76.58\|242074;2026-07-23\|73.74\|-10.00\|78.36\|80.90\|73.74\|185725;2026-07-24\|75.91\|2.94\|70.21\|79.22\|70.21\|198829;2026-07-27\|68.32\|-10.00\|75.16\|75.34\|68.32\|180196;2026-07-28\|61.49\|-10.00\|67.95\|68.31\|61.49\|94227;2026-07-29\|55.34\|-10.00\|55.34\|55.34\|55.34\|9191;2026-07-30\|49.81\|-9.99\|49.81\|49.81\|49.81\|6692;2026-07-31\|46.80\|-6.04\|44.83\|53.93\|44.83\|336975;2026-08-03\|51.48\|10.00\|44.29\|51.48\|42.56\|319752;2026-08-04\|55.21\|7.25\|53.54\|55.48\|50.01\|267084;2026-08-05\|60.73\|10.00\|55.08\|60.73\|55.08\|124581;2026-08-06\|66.80\|10.00\|63.44\|66.80\|63.44\|170905;2026-08-07\|65.90\|-1.35\|69.13\|69.74\|64.00\|296380;2026-08-10\|68.38\|3.76\|67.05\|69.57\|64.08\|255155;2026-08-11\|75.22\|10.00\|68.86\|75.22\|67.91\|260262;2026-08-12\|77.70\|3.30\|75.22\|78.01\|71.60\|251452;2026-08-13\|76.00\|-2.19\|76.30\|79.87\|74.75\|231847;2026-08-14\|70.99\|-6.59\|75.77\|76.17\|70.20\|242023;2026-08-17\|78.09\|10.00\|72.41\|78.09\|72.41\|145219;2026-08-18\|85.90\|10.00\|81.90\|85.90\|80.30\|132348;2026-08-19\|83.27\|-3.06\|91.00\|92.85\|82.00\|311003;2026-08-20\|86.39\|3.75\|85.50\|89.89\|81.00\|256964;2026-08-21\|77.75\|-10.00\|88.10\|89.88\|77.75\|97938;2026-08-24\|69.98\|-9.99\|69.98\|78.95\|69.98\|141720;2026-08-25\|66.95\|-4.33\|67.01\|71.44\|65.56\|266750;2026-08-26\|66.06\|-1.33\|67.15\|67.94\|62.50\|264484;2026-08-27\|68.01\|2.95\|65.00\|68.86\|62.76\|295945;2026-08-28\|66.12\|-2.78\|66.89\|71.97\|65.69\|279328;2026-08-31\|65.42\|-1.06\|64.74\|68.50\|63.70\|200294;2026-09-01\|60.91\|-6.89\|65.93\|65.95\|60.51\|241483;2026-09-02\|58.30\|-4.29\|59.80\|60.70\|58.00\|192286;2026-09-03\|55.14\|-5.42\|58.27\|58.58\|55.01\|192318;2026-09-04\|52.76\|-4.32\|55.66\|57.36\|52.21\|175240;2026-09-07\|58.04\|10.01\|53.38\|58.04\|53.38\|136014

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason