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
117862	美团发布基于国产算力训练的万亿参数大模型	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-03-03\|42.96\|-6.81\|46.11\|46.90\|42.84\|240803;2026-03-04\|42.14\|-1.91\|41.70\|43.70\|41.43\|152556;2026-03-05\|41.95\|-0.45\|43.10\|43.42\|41.40\|145632;2026-03-06\|41.78\|-0.41\|41.54\|42.42\|41.43\|99650;2026-03-09\|41.63\|-0.36\|40.93\|41.70\|39.20\|160398;2026-03-10\|43.22\|3.82\|42.48\|43.41\|42.39\|142614;2026-03-11\|43.32\|0.23\|43.30\|43.78\|42.69\|114919;2026-03-12\|42.78\|-1.25\|43.00\|44.22\|42.40\|113299;2026-03-13\|41.32\|-3.41\|42.61\|42.85\|41.28\|104467;2026-03-16\|42.91\|3.85\|41.58\|42.97\|40.70\|139016;2026-03-17\|41.22\|-3.94\|43.26\|43.30\|41.13\|93794;2026-03-18\|42.60\|3.35\|41.51\|42.80\|41.26\|107241;2026-03-19\|41.69\|-2.14\|41.80\|42.25\|41.43\|80220;2026-03-20\|41.70\|0.02\|41.96\|42.58\|41.15\|121253;2026-03-23\|40.68\|-2.45\|40.70\|42.15\|40.08\|137344;2026-03-24\|39.78\|-2.21\|41.42\|41.49\|38.51\|157329;2026-03-25\|40.01\|0.58\|39.92\|40.88\|39.56\|111970;2026-03-26\|39.05\|-2.40\|40.00\|40.42\|38.80\|95895;2026-03-27\|38.04\|-2.59\|37.96\|38.59\|37.08\|132900;2026-03-30\|37.39\|-1.71\|37.45\|37.75\|36.77\|113721;2026-03-31\|36.50\|-2.38\|37.20\|37.43\|36.18\|101319;2026-04-01\|38.05\|4.25\|37.24\|38.15\|36.69\|121614;2026-04-02\|37.23\|-2.16\|37.98\|38.65\|37.00\|79600;2026-04-03\|36.52\|-1.91\|37.37\|37.50\|36.40\|59022;2026-04-07\|36.23\|-0.79\|36.87\|37.08\|36.15\|64701;2026-04-08\|38.63\|6.62\|37.36\|38.99\|37.36\|135418;2026-04-09\|38.31\|-0.83\|38.03\|38.63\|37.83\|72879;2026-04-10\|38.41\|0.26\|38.70\|39.09\|38.30\|79143;2026-04-13\|37.90\|-1.33\|37.78\|38.64\|37.69\|89665;2026-04-14\|38.59\|1.82\|38.22\|38.76\|38.02\|90217;2026-04-15\|37.69\|-2.33\|38.51\|38.82\|37.44\|108896;2026-04-16\|37.89\|0.53\|37.70\|38.00\|37.39\|98499;2026-04-17\|37.71\|-0.48\|37.66\|38.29\|37.43\|126570;2026-04-20\|38.72\|2.68\|37.75\|38.95\|37.74\|162459;2026-04-21\|38.38\|-0.88\|38.70\|38.82\|37.45\|172460;2026-04-22\|38.77\|1.02\|38.05\|39.06\|38.01\|168301;2026-04-23\|38.08\|-1.78\|39.00\|39.72\|37.90\|186715;2026-04-24\|38.79\|1.86\|38.04\|39.66\|38.04\|226725;2026-04-27\|40.10\|3.38\|38.88\|40.13\|38.50\|235061;2026-04-28\|39.85\|-0.62\|39.51\|40.73\|39.12\|247797;2026-04-29\|39.77\|-0.20\|39.55\|40.23\|39.11\|170018;2026-04-30\|40.68\|2.29\|39.50\|40.89\|39.11\|234081;2026-05-06\|41.34\|1.62\|41.58\|42.80\|41.29\|291283;2026-05-07\|41.83\|1.19\|41.50\|41.93\|40.95\|186919;2026-05-08\|44.52\|6.43\|41.40\|45.46\|40.86\|392830;2026-05-11\|47.08\|5.75\|46.00\|47.36\|44.75\|398818;2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359219
117861	美团发布基于国产算力训练的万亿参数大模型	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司旗下凯世通是国内离子注入机领域核心企业，产品覆盖低能大束流、高能离子注入机等，实现了 12 英寸晶圆厂产线应用国产化突破，且公司通过创办嘉芯半导体，将业务范围延拓至刻蚀、薄膜沉积等集成电路核心前道设备领域	2026-03-03\|18.24\|-2.62\|18.80\|19.29\|18.19\|288284;2026-03-04\|18.07\|-0.93\|17.91\|18.66\|17.89\|216429;2026-03-05\|18.42\|1.94\|18.46\|18.70\|18.30\|205837;2026-03-06\|17.96\|-2.50\|18.30\|18.47\|17.91\|202204;2026-03-09\|17.19\|-4.29\|17.30\|17.35\|16.75\|315152;2026-03-10\|17.99\|4.65\|17.48\|18.06\|17.38\|254066;2026-03-11\|18.14\|0.83\|17.98\|18.50\|17.91\|194336;2026-03-12\|18.30\|0.88\|18.19\|18.48\|18.06\|161708;2026-03-13\|18.38\|0.44\|18.21\|19.03\|18.13\|289204;2026-03-16\|18.61\|1.25\|18.40\|18.66\|17.74\|234698;2026-03-17\|18.24\|-1.99\|18.69\|18.94\|18.24\|229224;2026-03-18\|18.93\|3.78\|18.31\|19.30\|18.31\|406136;2026-03-19\|18.45\|-2.54\|18.67\|18.87\|18.35\|271559;2026-03-20\|19.07\|3.36\|18.60\|19.68\|18.55\|538690;2026-03-23\|18.57\|-2.62\|19.08\|19.63\|18.37\|656814;2026-03-24\|19.11\|2.91\|18.90\|19.25\|18.41\|436907;2026-03-25\|19.32\|1.10\|19.11\|19.79\|19.00\|438302;2026-03-26\|18.95\|-1.92\|19.13\|19.40\|18.77\|354557;2026-03-27\|18.71\|-1.27\|18.60\|19.15\|18.53\|360745;2026-03-30\|18.82\|0.59\|18.45\|19.10\|17.99\|335605;2026-03-31\|18.38\|-2.34\|18.70\|18.94\|18.36\|252336;2026-04-01\|18.66\|1.52\|18.78\|19.00\|18.56\|261399;2026-04-02\|17.81\|-4.56\|18.60\|18.65\|17.67\|340053;2026-04-03\|18.18\|2.08\|17.82\|18.59\|17.60\|260769;2026-04-07\|19.17\|5.45\|18.49\|19.54\|18.40\|489571;2026-04-08\|21.09\|10.02\|19.50\|21.09\|19.29\|853311;2026-04-09\|21.06\|-0.14\|20.92\|21.61\|20.70\|887761;2026-04-10\|22.08\|4.84\|21.33\|22.26\|21.07\|753093;2026-04-13\|21.82\|-1.18\|21.70\|22.35\|21.70\|512516;2026-04-14\|22.34\|2.38\|22.05\|22.78\|21.97\|450154;2026-04-15\|21.82\|-2.33\|22.43\|22.60\|21.77\|405882;2026-04-16\|22.08\|1.19\|21.75\|22.20\|21.43\|464547;2026-04-17\|24.29\|10.01\|22.20\|24.29\|22.20\|564824;2026-04-20\|24.85\|2.31\|24.22\|25.33\|24.01\|763638;2026-04-21\|24.60\|-1.01\|24.73\|25.01\|24.50\|386280;2026-04-22\|27.06\|10.00\|24.63\|27.06\|24.52\|478716;2026-04-23\|27.00\|-0.22\|26.90\|28.86\|26.77\|1060967;2026-04-24\|27.22\|0.81\|27.08\|28.50\|27.06\|627164;2026-04-27\|26.52\|-2.57\|27.55\|27.69\|26.37\|728761;2026-04-28\|27.24\|2.71\|26.40\|27.97\|25.50\|655297;2026-04-29\|27.06\|-0.66\|27.10\|27.52\|26.60\|407379;2026-04-30\|27.62\|2.07\|27.20\|28.53\|27.20\|587051;2026-05-06\|27.58\|-0.14\|28.14\|28.28\|26.61\|780406;2026-05-07\|28.22\|2.32\|27.68\|28.64\|27.66\|550129;2026-05-08\|28.63\|1.45\|27.85\|29.23\|27.66\|508217;2026-05-11\|29.41\|2.72\|28.99\|29.97\|28.60\|782342;2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657
117860	美团发布基于国产算力训练的万亿参数大模型	先进封装+半导体材料行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年4月30日年报，公司半导体材料业务覆盖晶圆制造、CMP抛光、晶圆研磨、先进封装等环节，提供一站式材料解决方案，产品包括应用于先进封装FC晶圆High Bump研磨胶带等。 2、据2026年4月30日年报，2025年公司半导体材料业务交易客户数量翻番，并成功渗透至全球前十大半导体封装企业；据2026年6月5日互动易，公司MLCC冷剥离胶带已获头部客户订单，MLCC-UV减粘胶带处于小批量交付阶段。	公司半导体材料业务覆盖晶圆制造、CMP抛光、晶圆研磨、先进封装等环节，提供一站式材料解决方案，产品包括应用于先进封装FC晶圆High Bump研磨胶带等	2026-03-03\|14.11\|-4.66\|14.98\|15.29\|14.09\|278515;2026-03-04\|14.12\|0.07\|13.72\|14.40\|13.72\|176349;2026-03-05\|14.64\|3.68\|14.41\|14.89\|14.22\|230570;2026-03-06\|14.44\|-1.37\|14.44\|14.66\|14.24\|165106;2026-03-09\|14.52\|0.55\|13.86\|14.56\|13.86\|173163;2026-03-10\|14.64\|0.83\|14.60\|14.72\|14.45\|160856;2026-03-11\|14.66\|0.14\|14.68\|14.96\|14.57\|214253;2026-03-12\|14.38\|-1.91\|14.70\|14.72\|14.20\|172826;2026-03-13\|14.26\|-0.83\|14.27\|14.55\|14.16\|130106;2026-03-16\|14.21\|-0.35\|14.15\|14.36\|14.11\|102122;2026-03-17\|14.02\|-1.34\|14.30\|14.59\|14.00\|137634;2026-03-18\|14.09\|0.50\|13.98\|14.26\|13.80\|115781;2026-03-19\|13.73\|-2.56\|13.88\|14.08\|13.65\|120969;2026-03-20\|14.00\|1.97\|13.71\|14.66\|13.60\|227840;2026-03-23\|14.03\|0.21\|13.85\|14.48\|13.76\|281146;2026-03-24\|14.48\|3.21\|14.29\|14.59\|13.79\|299502;2026-03-25\|14.60\|0.83\|14.48\|14.65\|14.35\|256506;2026-03-26\|13.86\|-5.07\|14.65\|14.70\|13.81\|239301;2026-03-27\|13.95\|0.65\|13.56\|14.07\|13.33\|166489;2026-03-30\|13.67\|-2.01\|13.77\|13.95\|13.19\|178035;2026-03-31\|13.03\|-4.68\|13.56\|13.65\|13.00\|181983;2026-04-01\|13.40\|2.84\|13.18\|13.63\|13.10\|184744;2026-04-02\|13.04\|-2.69\|13.58\|13.58\|12.90\|126387;2026-04-03\|12.59\|-3.45\|13.03\|13.11\|12.54\|133463;2026-04-07\|12.36\|-1.83\|11.33\|12.50\|11.33\|134824;2026-04-08\|12.95\|4.77\|12.50\|12.95\|12.50\|129251;2026-04-09\|12.70\|-1.93\|12.83\|12.83\|12.58\|86847;2026-04-10\|12.81\|0.87\|12.78\|13.09\|12.76\|89116;2026-04-13\|12.92\|0.86\|12.75\|13.01\|12.69\|80716;2026-04-14\|12.97\|0.39\|13.01\|13.13\|12.84\|80087;2026-04-15\|12.86\|-0.85\|12.97\|13.06\|12.82\|71022;2026-04-16\|13.07\|1.63\|12.86\|13.15\|12.75\|91297;2026-04-17\|13.84\|5.89\|13.00\|13.96\|12.86\|289369;2026-04-20\|13.76\|-0.58\|13.73\|13.90\|13.63\|177045;2026-04-21\|13.55\|-1.53\|13.82\|13.86\|13.40\|136136;2026-04-22\|13.53\|-0.15\|13.46\|13.59\|13.30\|92763;2026-04-23\|14.28\|5.54\|13.53\|14.88\|13.53\|592274;2026-04-24\|13.89\|-2.73\|14.21\|14.21\|13.83\|268625;2026-04-27\|13.80\|-0.65\|14.10\|14.10\|13.54\|168340;2026-04-28\|13.05\|-5.43\|13.93\|13.95\|12.90\|259939;2026-04-29\|13.29\|1.84\|12.86\|13.43\|12.79\|172573;2026-04-30\|13.70\|3.08\|13.44\|13.95\|13.30\|197645;2026-05-06\|13.98\|2.04\|14.10\|14.11\|13.78\|177960;2026-05-07\|14.27\|2.07\|14.02\|14.43\|13.98\|162196;2026-05-08\|14.39\|0.84\|14.15\|14.42\|14.10\|141833;2026-05-11\|14.71\|2.22\|14.43\|14.78\|14.43\|205814;2026-05-12\|14.81\|0.68\|14.71\|15.05\|14.55\|233575;2026-05-13\|15.18\|2.50\|14.70\|15.37\|14.66\|267555;2026-05-14\|14.98\|-1.32\|15.29\|15.44\|14.97\|291940;2026-05-15\|15.13\|1.00\|14.98\|15.20\|14.48\|283868;2026-05-18\|14.81\|-2.12\|15.06\|15.10\|14.71\|185919;2026-05-19\|14.93\|0.81\|14.79\|15.26\|14.58\|180612;2026-05-20\|14.61\|-2.14\|14.88\|14.90\|14.56\|150793;2026-05-21\|14.07\|-3.70\|14.62\|14.92\|14.00\|188076;2026-05-22\|14.54\|3.34\|14.09\|14.59\|14.09\|161846;2026-05-25\|14.82\|1.93\|14.95\|15.00\|14.45\|164875;2026-05-26\|15.42\|4.05\|15.19\|16.15\|15.09\|471128;2026-05-27\|15.24\|-1.17\|15.47\|15.84\|15.08\|319039;2026-05-28\|15.12\|-0.79\|15.22\|15.34\|14.82\|244057;2026-05-29\|14.47\|-4.30\|15.32\|15.60\|14.31\|271822;2026-06-01\|14.48\|0.07\|14.43\|14.79\|14.38\|168374;2026-06-02\|15.46\|6.77\|14.34\|15.93\|13.80\|510944;2026-06-03\|15.75\|1.88\|15.04\|16.06\|15.04\|445657;2026-06-04\|15.82\|0.44\|15.57\|15.92\|15.45\|304711;2026-06-05\|15.87\|0.32\|15.82\|15.99\|15.46\|304542;2026-06-08\|16.57\|4.41\|15.50\|16.57\|15.47\|497855;2026-06-09\|16.56\|-0.06\|16.28\|16.57\|15.81\|368932;2026-06-10\|15.38\|-7.13\|16.16\|16.26\|15.15\|322369;2026-06-11\|15.67\|1.89\|15.13\|15.91\|14.70\|245950;2026-06-12\|16.48\|5.17\|15.58\|16.50\|15.34\|385504;2026-06-15\|16.35\|-0.79\|16.16\|16.55\|16.01\|341174;2026-06-16\|16.04\|-1.90\|16.50\|16.54\|15.83\|338731;2026-06-17\|15.86\|-1.12\|16.10\|16.42\|15.70\|288975;2026-06-18\|14.27\|-10.03\|15.60\|15.79\|14.27\|407723;2026-06-22\|13.03\|-8.69\|13.98\|14.18\|12.84\|395088;2026-06-23\|12.44\|-4.53\|13.06\|13.14\|12.33\|271854;2026-06-24\|12.20\|-1.93\|12.30\|12.59\|11.76\|264190;2026-06-25\|11.83\|-3.03\|12.07\|12.25\|11.80\|207662;2026-06-26\|12.06\|1.94\|11.84\|12.65\|11.83\|228478;2026-06-29\|11.13\|-7.71\|11.74\|11.93\|11.03\|264055;2026-06-30\|12.24\|9.97\|11.12\|12.24\|11.05\|268623;2026-07-01\|13.46\|9.97\|12.51\|13.46\|12.48\|375357;2026-07-02\|12.78\|-5.05\|13.40\|13.40\|12.78\|266360;2026-07-03\|12.43\|-2.74\|12.90\|12.90\|12.41\|154886;2026-07-06\|11.73\|-5.63\|12.54\|12.77\|11.71\|171699;2026-07-07\|11.59\|-1.19\|11.80\|12.10\|11.40\|140558;2026-07-08\|11.13\|-3.97\|11.49\|11.68\|11.12\|124061;2026-07-09\|10.94\|-1.71\|11.15\|11.59\|10.68\|160033;2026-07-10\|11.52\|5.30\|10.92\|12.03\|10.88\|284545
117859	美团发布基于国产算力训练的万亿参数大模型	CPU增资+定增算力+家电复合材料行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月29日公告，公司拟以简易程序向特定对象发行股票，募投项目为国产智能算力中心，建成后将形成智能计算输出能力并提供算力租赁等服务，预计新增年收入8592万元。 2、据2026年4月11日及4月28日公告，公司以2.33亿元向参股公司熠知电子追加投资，其主营ARM服务器CPU芯片设计，在售芯片已获知名客户认可。 3、据2025年6月12日及2025年8月2日公告，熠知电子拟推出第三代9000系列CPU+NPU融合算力芯片，面向通用云计算及大模型一体机等智算领域。 4、据2026年3月27日年报，公司主营家电外观复合材料PCM/VCM，拥有四条生产线，处于行业领先地位，产品供应三星、LG、美的等全球头部品牌。	公司参股的熠知电子主营CPU及服务器产品	2026-03-03\|62.30\|-2.31\|63.99\|66.18\|62.26\|56562;2026-03-04\|63.00\|1.12\|61.44\|64.00\|61.42\|33951;2026-03-05\|63.90\|1.43\|64.01\|65.50\|63.00\|36826;2026-03-06\|64.22\|0.50\|63.91\|65.18\|63.36\|24819;2026-03-09\|61.10\|-4.86\|63.70\|64.00\|58.28\|92787;2026-03-10\|67.21\|10.00\|61.33\|67.21\|61.33\|80677;2026-03-11\|67.04\|-0.25\|66.86\|68.58\|65.80\|89162;2026-03-12\|65.73\|-1.95\|67.00\|67.40\|64.56\|61870;2026-03-13\|63.30\|-3.70\|65.00\|65.98\|63.27\|42142;2026-03-16\|64.32\|1.61\|63.10\|65.88\|63.02\|51773;2026-03-17\|62.63\|-2.63\|65.32\|66.23\|62.28\|52755;2026-03-18\|63.30\|1.07\|63.12\|63.50\|61.50\|34510;2026-03-19\|60.90\|-3.79\|62.44\|62.87\|60.50\|39292;2026-03-20\|60.93\|0.05\|61.18\|62.86\|60.88\|43832;2026-03-23\|54.84\|-10.00\|59.51\|59.78\|54.84\|87595;2026-03-24\|57.61\|5.05\|56.35\|57.63\|55.10\|52176;2026-03-25\|61.00\|5.88\|58.79\|61.77\|58.61\|57103;2026-03-26\|60.85\|-0.25\|61.70\|63.38\|60.00\|45189;2026-03-27\|60.43\|-0.69\|59.26\|61.50\|57.80\|34364;2026-03-30\|60.65\|0.36\|59.52\|61.80\|59.04\|36522;2026-03-31\|60.53\|-0.20\|60.65\|61.86\|60.00\|29897;2026-04-01\|62.87\|3.87\|61.02\|62.88\|61.02\|50076;2026-04-02\|62.67\|-0.32\|62.86\|63.47\|62.06\|32847;2026-04-03\|60.51\|-3.45\|63.23\|63.23\|60.50\|32619;2026-04-07\|59.95\|-0.93\|61.61\|61.61\|59.60\|24630;2026-04-08\|63.99\|6.74\|61.71\|64.75\|61.71\|68387;2026-04-09\|66.75\|4.31\|63.50\|67.48\|62.79\|80562;2026-04-10\|67.78\|1.54\|67.02\|69.49\|66.83\|65899;2026-04-13\|71.59\|5.62\|66.16\|73.99\|65.80\|118758;2026-04-14\|69.83\|-2.46\|71.00\|72.96\|69.51\|86569;2026-04-15\|72.13\|3.29\|69.83\|73.99\|69.20\|96330;2026-04-16\|70.53\|-2.22\|71.01\|72.64\|69.83\|91137;2026-04-17\|74.50\|5.63\|71.60\|75.00\|70.31\|125378;2026-04-20\|74.35\|-0.20\|74.27\|74.99\|71.55\|100057;2026-04-21\|71.17\|-4.28\|73.40\|73.89\|70.70\|62085;2026-04-22\|71.32\|0.21\|71.10\|72.86\|70.80\|48226;2026-04-23\|73.95\|3.69\|72.31\|77.41\|72.22\|114411;2026-04-24\|81.35\|10.01\|81.35\|81.35\|79.00\|228148;2026-04-27\|88.07\|8.26\|86.19\|89.20\|82.00\|343148;2026-04-28\|79.26\|-10.00\|84.00\|87.00\|79.26\|201891;2026-04-29\|76.95\|-2.91\|79.90\|80.19\|74.40\|162695;2026-04-30\|81.28\|5.63\|78.88\|82.48\|76.60\|169605;2026-05-06\|89.41\|10.00\|89.41\|89.41\|88.36\|67449;2026-05-07\|93.46\|4.53\|92.00\|94.50\|89.00\|243885;2026-05-08\|90.40\|-3.27\|91.99\|92.30\|89.02\|127178;2026-05-11\|96.08\|6.28\|95.15\|96.96\|92.46\|146345;2026-05-12\|90.01\|-6.32\|95.34\|96.60\|89.70\|136798;2026-05-13\|99.01\|10.00\|88.00\|99.01\|87.60\|120163;2026-05-14\|103.61\|4.65\|108.91\|108.91\|102.50\|290644;2026-05-15\|93.25\|-10.00\|104.00\|104.00\|93.25\|228181;2026-05-18\|89.70\|-3.81\|93.24\|95.85\|88.80\|185826;2026-05-19\|89.47\|-0.26\|88.82\|90.07\|84.00\|145026;2026-05-20\|94.50\|5.62\|89.00\|95.88\|88.02\|133349;2026-05-21\|97.55\|3.23\|99.96\|103.95\|97.00\|268760;2026-05-22\|102.57\|5.15\|101.49\|106.77\|101.00\|214499;2026-05-25\|102.58\|0.01\|102.00\|103.20\|98.00\|136523;2026-05-26\|99.80\|-2.71\|104.22\|105.00\|98.21\|105245;2026-05-27\|94.82\|-4.99\|100.17\|102.80\|94.00\|116964;2026-05-28\|96.11\|1.36\|95.87\|97.20\|91.00\|85024;2026-05-29\|90.67\|-5.66\|100.90\|101.80\|89.50\|143093;2026-06-01\|87.35\|-3.66\|92.00\|92.94\|86.74\|92058;2026-06-02\|89.84\|2.85\|88.28\|90.60\|86.66\|106065;2026-06-03\|89.27\|-0.63\|88.97\|92.00\|88.15\|76012;2026-06-04\|89.47\|0.22\|89.00\|90.75\|87.45\|67123;2026-06-05\|83.37\|-6.82\|87.96\|88.33\|82.48\|118971;2026-06-08\|78.55\|-5.78\|78.84\|81.59\|76.00\|94152;2026-06-09\|82.42\|4.93\|80.50\|82.50\|79.30\|58811;2026-06-10\|81.12\|-1.58\|81.00\|86.16\|80.00\|79104;2026-06-11\|78.30\|-3.48\|81.30\|81.70\|77.61\|61516;2026-06-12\|78.44\|0.18\|81.00\|82.98\|76.80\|80031;2026-06-15\|82.58\|5.28\|78.93\|82.65\|78.92\|75997;2026-06-16\|82.47\|-0.13\|82.58\|83.52\|81.08\|64537;2026-06-17\|83.38\|1.36\|82.58\|84.75\|81.61\|70959;2026-06-18\|89.19\|6.97\|82.73\|89.89\|82.30\|117803;2026-06-22\|87.13\|-2.31\|89.61\|91.70\|85.00\|121361;2026-06-23\|86.30\|-0.95\|87.13\|92.79\|83.70\|128793;2026-06-24\|88.19\|2.19\|86.29\|89.94\|83.55\|85718;2026-06-25\|89.75\|1.77\|89.21\|91.01\|86.80\|111862;2026-06-26\|86.46\|-3.67\|88.51\|89.50\|84.10\|86700;2026-06-29\|83.52\|-3.40\|86.17\|87.50\|80.00\|86653;2026-06-30\|91.87\|10.00\|82.51\|91.87\|80.60\|116318;2026-07-01\|88.85\|-3.29\|91.97\|96.16\|87.35\|115465;2026-07-02\|87.97\|-0.99\|86.29\|92.58\|83.01\|114823;2026-07-03\|86.00\|-2.24\|87.50\|89.59\|85.35\|65102;2026-07-06\|88.26\|2.63\|90.00\|91.58\|82.00\|114248;2026-07-07\|84.03\|-4.79\|88.00\|89.50\|84.01\|77890;2026-07-08\|78.23\|-6.90\|84.03\|85.49\|78.00\|86562;2026-07-09\|85.16\|8.86\|79.63\|85.80\|75.59\|94582;2026-07-10\|82.52\|-3.10\|87.50\|88.58\|82.30\|69704
117858	美团发布基于国产算力训练的万亿参数大模型	转股价下修+PLC芯片+半导体行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月30日公告，公司发布关于“力合转债”预计触发转股价格向下修正条件的提示性公告。 2、据2026年6月22日投资者关系活动记录表，公司基于PLC技术的智慧酒店系统方案亮相上交会，并已成为头部连锁酒店亚朵酒店的行业标杆案例，推动非电网业务加速落地。 3、据2026年5月12日及5月8日互动易，公司作为智能电网市场主要的PLC芯片原厂供应商，受益于国家电网“十五五”期间4万亿元固定资产投资及算电协同产业政策，有望带动相关市场规模增长；公司已形成“智能电网”与“非电网”双轮驱动的战略格局。 4、公司是一家致力于物联网通信和连接的芯片企业，专注于电力线通信（PLC）技术、集成电路芯片和应用。	公司主要产品包括物联网通信芯片、模块、整机及系统应用方案	2026-03-03\|22.89\|-6.88\|24.47\|24.74\|22.79\|69128;2026-03-04\|22.82\|-0.31\|22.53\|23.21\|22.53\|30550;2026-03-05\|23.43\|2.67\|23.29\|23.78\|23.23\|34883;2026-03-06\|23.80\|1.58\|23.22\|23.83\|23.22\|25948;2026-03-09\|23.73\|-0.29\|23.43\|23.73\|22.80\|34830;2026-03-10\|24.86\|4.76\|24.00\|24.87\|24.00\|49592;2026-03-11\|24.50\|-1.45\|24.79\|25.24\|24.37\|35465;2026-03-12\|23.85\|-2.65\|24.56\|24.68\|23.74\|35123;2026-03-13\|23.44\|-1.72\|23.69\|24.16\|23.37\|26308;2026-03-16\|23.90\|1.96\|23.44\|23.95\|23.10\|29523;2026-03-17\|23.10\|-3.35\|23.99\|24.00\|23.05\|30634;2026-03-18\|24.05\|4.11\|23.35\|24.14\|23.16\|33069;2026-03-19\|23.30\|-3.12\|23.74\|23.79\|23.11\|29906;2026-03-20\|22.65\|-2.79\|23.29\|23.49\|22.60\|35993;2026-03-23\|21.16\|-6.58\|22.20\|22.35\|20.88\|47022;2026-03-24\|22.01\|4.02\|21.59\|22.05\|21.15\|33686;2026-03-25\|22.23\|1.00\|22.20\|22.48\|22.11\|22218;2026-03-26\|21.45\|-3.51\|22.25\|22.25\|21.33\|26707;2026-03-27\|21.79\|1.59\|21.12\|21.90\|21.00\|19622;2026-03-30\|21.70\|-0.41\|21.58\|21.72\|21.20\|18321;2026-03-31\|21.19\|-2.35\|21.70\|21.94\|21.17\|18818;2026-04-01\|21.74\|2.60\|21.60\|21.87\|21.43\|16421;2026-04-02\|21.18\|-2.58\|21.65\|21.73\|20.90\|18929;2026-04-03\|21.65\|2.22\|21.18\|22.58\|21.16\|49507;2026-04-07\|22.26\|2.82\|21.87\|22.46\|21.68\|28204;2026-04-08\|23.17\|4.09\|22.99\|23.19\|22.65\|32322;2026-04-09\|22.65\|-2.24\|22.86\|23.09\|22.53\|24383;2026-04-10\|23.02\|1.63\|22.97\|23.33\|22.82\|28698;2026-04-13\|22.81\|-0.91\|22.89\|23.22\|22.72\|20581;2026-04-14\|22.90\|0.39\|23.07\|23.08\|22.69\|24528;2026-04-15\|22.25\|-2.84\|22.75\|22.76\|22.15\|40327;2026-04-16\|22.62\|1.66\|22.24\|22.75\|22.16\|29061;2026-04-17\|22.65\|0.13\|22.68\|22.72\|22.40\|21649;2026-04-20\|22.63\|-0.09\|22.55\|22.77\|22.48\|20395;2026-04-21\|22.28\|-1.55\|22.68\|22.73\|22.19\|22046;2026-04-22\|22.57\|1.30\|22.22\|22.60\|22.08\|23888;2026-04-23\|21.95\|-2.75\|22.57\|22.59\|21.50\|33387;2026-04-24\|22.20\|1.14\|21.90\|22.44\|21.85\|32765;2026-04-27\|22.63\|1.94\|21.75\|22.70\|21.75\|33925;2026-04-28\|22.05\|-2.56\|22.55\|22.74\|21.94\|29753;2026-04-29\|22.48\|1.95\|22.05\|22.66\|21.90\|25783;2026-04-30\|23.03\|2.45\|22.48\|23.18\|22.48\|41211;2026-05-06\|23.37\|1.48\|23.44\|23.79\|23.16\|47304;2026-05-07\|23.92\|2.35\|23.49\|24.20\|23.29\|44775;2026-05-08\|24.00\|0.33\|23.88\|24.07\|23.62\|33296;2026-05-11\|24.40\|1.67\|24.40\|24.55\|24.13\|49370;2026-05-12\|24.10\|-1.23\|24.23\|24.38\|23.79\|38616;2026-05-13\|24.65\|2.28\|23.92\|24.91\|23.78\|51043;2026-05-14\|24.29\|-1.46\|24.83\|24.83\|24.22\|44545;2026-05-15\|24.12\|-0.70\|24.23\|24.80\|23.85\|46439;2026-05-18\|24.32\|0.83\|24.06\|24.67\|23.81\|35073;2026-05-19\|24.66\|1.40\|24.29\|24.68\|23.98\|41667;2026-05-20\|24.76\|0.41\|24.56\|24.94\|24.45\|41177;2026-05-21\|23.20\|-6.30\|24.90\|25.19\|23.06\|69028;2026-05-22\|24.30\|4.74\|23.39\|24.62\|23.24\|54631;2026-05-25\|24.95\|2.67\|24.31\|25.00\|24.08\|63535;2026-05-26\|24.37\|-2.32\|24.88\|24.88\|23.74\|52088;2026-05-27\|23.85\|-2.13\|24.46\|24.70\|23.68\|52984;2026-05-28\|24.08\|0.96\|23.70\|24.32\|23.34\|57509;2026-05-29\|21.58\|-10.38\|24.15\|24.15\|21.35\|98982;2026-06-01\|21.52\|-0.28\|21.13\|21.95\|21.13\|48230;2026-06-02\|20.84\|-3.16\|21.45\|21.60\|20.50\|48745;2026-06-03\|20.57\|-1.30\|20.85\|21.28\|20.33\|45483;2026-06-04\|20.10\|-2.28\|20.37\|20.62\|19.85\|44502;2026-06-05\|19.98\|-0.60\|20.09\|20.43\|18.97\|44754;2026-06-08\|19.00\|-4.90\|19.38\|19.79\|18.71\|43922;2026-06-09\|20.29\|6.79\|19.15\|20.91\|19.09\|58903;2026-06-10\|19.48\|-3.52\|19.90\|20.37\|19.18\|36218;2026-06-11\|19.27\|-1.08\|19.39\|19.57\|18.93\|31289;2026-06-12\|19.27\|0.00\|19.90\|20.29\|19.20\|35406;2026-06-15\|20.01\|3.84\|19.35\|20.08\|19.23\|34259;2026-06-16\|20.50\|2.45\|19.97\|20.54\|19.80\|35646;2026-06-17\|20.68\|0.88\|20.14\|20.83\|20.09\|32566;2026-06-18\|20.75\|0.34\|20.63\|20.95\|20.37\|29826;2026-06-22\|20.69\|-0.29\|20.93\|21.20\|19.70\|48373;2026-06-23\|20.72\|0.14\|20.72\|21.38\|20.39\|50289;2026-06-24\|20.73\|0.05\|20.70\|20.88\|19.97\|48316;2026-06-25\|20.38\|-1.69\|20.77\|21.05\|20.00\|43223;2026-06-26\|19.45\|-4.56\|20.15\|20.26\|19.37\|48010;2026-06-29\|19.15\|-1.54\|19.45\|19.73\|18.21\|45993;2026-06-30\|22.98\|20.00\|19.16\|22.98\|19.16\|129903;2026-07-01\|23.88\|3.92\|22.75\|24.88\|22.74\|174577;2026-07-02\|23.34\|-2.26\|23.08\|24.50\|23.03\|112133;2026-07-03\|22.22\|-4.80\|22.92\|23.45\|22.22\|74267;2026-07-06\|22.16\|-0.27\|22.12\|22.94\|21.12\|83308;2026-07-07\|21.85\|-1.40\|21.66\|22.60\|21.55\|57904;2026-07-08\|21.44\|-1.88\|21.87\|22.03\|20.46\|62166;2026-07-09\|22.18\|3.45\|21.81\|22.18\|20.81\|66358;2026-07-10\|21.52\|-2.98\|21.90\|22.76\|21.50\|7956547
117857	美团发布基于国产算力训练的万亿参数大模型	机器人+商业航天+参股摩尔线程+智能控制器行业原因：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9日机构调研，公司在机器人领域积极投入关节控制、伺服电机、电驱等产品研发，目前正积极推动量产；据2026年6月29日互动易，公司重申正推进机器人控制系统相关研发。 2、据2026年6月9日机构调研，子公司铖昌科技T/R芯片在卫星领域市场份额占比较高，公司进一步通过投资参股覆盖火箭、卫星等关键环节，完善卫星产业链布局。 3、据2025年9月24日互动易，公司直接持股摩尔线程，根据摩尔线程公开披露的招股说明书，公司持股比例为1.0262%。 4、据2026年6月9日机构调研，公司是全球化的智能控制器解决方案供应商，家电智能控制器市场份额全球领先，业务覆盖家电、电动工具、汽车电子等领域，在手订单饱满。	公司持有摩尔线程1.244%股份	2026-03-03\|33.48\|-5.02\|35.60\|35.80\|33.46\|398935;2026-03-04\|33.15\|-0.99\|32.97\|33.83\|32.97\|237663;2026-03-05\|33.40\|0.75\|33.75\|33.84\|33.16\|212629;2026-03-06\|33.38\|-0.06\|33.20\|33.65\|33.08\|160636;2026-03-09\|32.62\|-2.28\|33.00\|33.00\|31.64\|317720;2026-03-10\|33.24\|1.90\|33.04\|33.50\|32.80\|217264;2026-03-11\|33.00\|-0.72\|33.24\|33.58\|32.90\|173801;2026-03-12\|32.20\|-2.42\|32.86\|33.08\|32.00\|208454;2026-03-13\|31.78\|-1.30\|32.01\|32.42\|31.77\|200392;2026-03-16\|31.74\|-0.13\|31.73\|31.93\|31.22\|213276;2026-03-17\|31.28\|-1.45\|31.89\|32.25\|31.28\|237146;2026-03-18\|31.36\|0.26\|31.31\|31.51\|30.96\|187928;2026-03-19\|30.55\|-2.58\|30.98\|31.25\|30.38\|221683;2026-03-20\|29.88\|-2.19\|30.75\|30.90\|29.83\|209483;2026-03-23\|28.30\|-5.29\|29.37\|29.78\|28.16\|343074;2026-03-24\|28.93\|2.23\|28.88\|29.00\|28.13\|332365;2026-03-25\|29.87\|3.25\|29.11\|29.98\|29.11\|265052;2026-03-26\|28.77\|-3.68\|29.71\|29.75\|28.68\|247874;2026-03-27\|29.98\|4.21\|28.74\|30.58\|28.64\|456248;2026-03-30\|29.84\|-0.47\|29.49\|29.87\|29.30\|280056;2026-03-31\|29.91\|0.23\|29.79\|30.50\|29.79\|251865;2026-04-01\|30.24\|1.10\|30.46\|30.55\|29.83\|230550;2026-04-02\|30.00\|-0.79\|30.25\|30.63\|29.87\|254593;2026-04-03\|29.24\|-2.53\|30.09\|30.16\|29.16\|166721;2026-04-07\|29.39\|0.51\|29.30\|29.70\|29.30\|151878;2026-04-08\|31.09\|5.78\|30.04\|31.10\|30.04\|342932;2026-04-09\|31.31\|0.71\|30.79\|31.80\|30.69\|325149;2026-04-10\|31.62\|0.99\|31.50\|32.10\|31.30\|284544;2026-04-13\|31.39\|-0.73\|31.31\|31.78\|31.22\|203943;2026-04-14\|31.71\|1.02\|31.65\|31.93\|31.38\|225144;2026-04-15\|31.32\|-1.23\|31.80\|32.15\|31.23\|303274;2026-04-16\|31.91\|1.88\|31.32\|32.08\|31.30\|269416;2026-04-17\|31.71\|-0.63\|31.72\|31.87\|31.45\|197391;2026-04-20\|32.10\|1.23\|31.71\|32.32\|31.60\|248264;2026-04-21\|31.77\|-1.03\|32.02\|32.07\|31.17\|284671;2026-04-22\|32.33\|1.76\|31.53\|32.35\|31.31\|294425;2026-04-23\|31.49\|-2.60\|32.32\|32.33\|31.32\|297391;2026-04-24\|31.50\|0.03\|31.40\|31.88\|30.91\|255190;2026-04-27\|32.96\|4.63\|31.64\|33.59\|31.60\|633932;2026-04-28\|31.30\|-5.04\|32.46\|32.46\|30.72\|708537;2026-04-29\|31.01\|-0.93\|31.06\|31.27\|30.58\|393607;2026-04-30\|31.66\|2.10\|31.16\|32.17\|30.89\|421054;2026-05-06\|32.31\|2.05\|31.90\|32.95\|31.90\|485193;2026-05-07\|33.03\|2.23\|32.72\|33.08\|32.46\|380555;2026-05-08\|33.44\|1.24\|32.80\|33.50\|32.39\|442571;2026-05-11\|33.48\|0.12\|33.48\|33.92\|33.00\|513043;2026-05-12\|32.74\|-2.21\|33.49\|33.58\|32.70\|372772;2026-05-13\|33.02\|0.86\|32.50\|33.05\|32.11\|358866;2026-05-14\|31.86\|-3.51\|33.17\|33.55\|31.86\|421755;2026-05-15\|31.35\|-1.60\|31.90\|32.66\|31.08\|432697;2026-05-18\|31.68\|1.05\|31.21\|32.13\|31.13\|287459;2026-05-19\|32.09\|1.29\|31.70\|32.20\|31.31\|319572;2026-05-20\|31.38\|-2.21\|32.08\|32.08\|31.13\|320723;2026-05-21\|30.30\|-3.44\|31.71\|32.12\|30.18\|464378;2026-05-22\|30.92\|2.05\|30.50\|31.12\|30.00\|328302;2026-05-25\|30.60\|-1.03\|30.90\|31.02\|30.23\|284540;2026-05-26\|30.54\|-0.20\|30.33\|30.60\|29.73\|328147;2026-05-27\|29.43\|-3.00\|30.34\|30.78\|29.33\|364245;2026-05-28\|29.19\|-0.82\|29.20\|29.49\|28.47\|311254;2026-05-29\|27.19\|-6.85\|29.30\|29.64\|27.02\|448372;2026-06-01\|26.44\|-2.76\|27.15\|27.45\|26.41\|327613;2026-06-02\|26.02\|-1.59\|26.50\|26.63\|25.48\|306017;2026-06-03\|25.88\|-0.54\|26.00\|26.58\|25.56\|270534;2026-06-04\|25.63\|-0.97\|25.70\|25.87\|25.34\|211746;2026-06-05\|25.58\|-0.20\|25.60\|26.32\|24.78\|321671;2026-06-08\|24.17\|-5.51\|24.80\|25.11\|23.93\|318700;2026-06-09\|24.80\|2.61\|24.77\|24.85\|23.94\|260618;2026-06-10\|24.09\|-2.86\|24.59\|24.90\|23.90\|238750;2026-06-11\|23.86\|-0.95\|23.96\|24.05\|23.52\|235016;2026-06-12\|23.80\|-0.25\|24.20\|24.42\|23.77\|271031;2026-06-15\|24.86\|4.45\|24.10\|24.87\|24.03\|311493;2026-06-16\|25.21\|1.41\|24.99\|25.53\|24.92\|292602;2026-06-17\|25.02\|-0.75\|25.13\|25.36\|24.83\|216820;2026-06-18\|24.78\|-0.96\|25.00\|25.15\|24.64\|222712;2026-06-22\|24.76\|-0.08\|24.88\|24.94\|23.90\|326499;2026-06-23\|23.87\|-3.59\|24.66\|24.80\|23.70\|272541;2026-06-24\|23.94\|0.29\|23.87\|24.07\|23.29\|247804;2026-06-25\|23.50\|-1.84\|23.94\|23.94\|23.23\|290212;2026-06-26\|22.21\|-5.49\|23.33\|23.38\|22.21\|324568;2026-06-29\|23.48\|5.72\|22.22\|24.43\|22.21\|692502;2026-06-30\|25.83\|10.01\|23.68\|25.83\|23.55\|697550;2026-07-01\|26.86\|3.99\|26.62\|27.77\|26.51\|934252;2026-07-02\|26.08\|-2.90\|26.86\|27.25\|25.99\|631557;2026-07-03\|26.86\|2.99\|26.26\|27.34\|26.25\|618404;2026-07-06\|25.38\|-5.51\|26.90\|26.98\|25.10\|589109;2026-07-07\|24.16\|-4.81\|25.10\|25.81\|24.10\|433379;2026-07-08\|23.61\|-2.28\|24.34\|24.71\|23.58\|365823;2026-07-09\|23.93\|1.36\|23.80\|24.05\|22.87\|373665;2026-07-10\|26.32\|9.99\|24.00\|26.32\|23.73\|712520
117856	美团发布基于国产算力训练的万亿参数大模型	ASIC定制+蜂窝基带+利空落地行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月18日互动易，公司ASIC订单承接呈良好态势，在手订单储备充足，预估全年定制业务会大幅增长；据2026年5月29日机构调研，云端AI订单金额占ASIC在手订单最高，是未来收入主要构成，3D堆叠相关定制项目预计从2026年第四季度起逐步交付验收。 2、据2025年年报，公司拥有2G-5G全制式蜂窝基带技术，是国内极少数具备相关研发实力的企业之一；据2026年5月29日机构调研，5G eMBB产品第二季度至今出货量已超第一季度，保持稳定增长。 3、据2026年5月23日及5月29日公告，公司大股东阿里网络最新减持计划已于6月15日起实施，其减持属自身安排，并非基于基本面负面判断，且减持完成后市场筹码将更加分散，有利于提升流动性；据公司2026年6月24日发布的部分限售股上市流通公告，7月1日解禁股份为公司实控人及高管持有，结合现行规则及公司股价情况，其均不符合减持条件，无减持计划。	公司定制化ASIC能力国内领先，一季度净利润大幅减亏	2026-03-03\|83.26\|-10.67\|93.00\|93.80\|83.02\|148546;2026-03-04\|81.50\|-2.11\|83.30\|84.48\|80.48\|86959;2026-03-05\|82.61\|1.36\|84.03\|84.39\|81.88\|82274;2026-03-06\|82.85\|0.29\|82.00\|84.33\|81.61\|59280;2026-03-09\|81.88\|-1.17\|80.01\|82.44\|77.90\|77695;2026-03-10\|84.54\|3.25\|84.00\|85.13\|82.57\|71737;2026-03-11\|83.01\|-1.81\|84.55\|87.19\|82.89\|67504;2026-03-12\|81.06\|-2.35\|82.83\|85.11\|80.00\|64170;2026-03-13\|78.42\|-3.26\|80.05\|81.11\|78.08\|79352;2026-03-16\|79.28\|1.10\|77.65\|80.43\|76.15\|78646;2026-03-17\|77.59\|-2.13\|79.57\|80.20\|77.41\|48872;2026-03-18\|80.20\|3.36\|77.77\|80.32\|77.16\|69712;2026-03-19\|77.68\|-3.14\|78.46\|78.62\|75.88\|86428;2026-03-20\|74.62\|-3.94\|78.16\|78.30\|74.62\|67584;2026-03-23\|69.49\|-6.87\|72.00\|73.49\|69.01\|96220;2026-03-24\|70.68\|1.71\|70.80\|71.48\|68.51\|70090;2026-03-25\|71.21\|0.75\|71.13\|72.47\|70.61\|69386;2026-03-26\|68.78\|-3.41\|71.21\|71.57\|68.50\|50881;2026-03-27\|70.25\|2.14\|68.29\|71.42\|67.67\|49714;2026-03-30\|70.03\|-0.31\|68.80\|70.20\|68.40\|53534;2026-03-31\|67.12\|-4.16\|69.85\|70.35\|67.01\|67258;2026-04-01\|70.02\|4.32\|68.99\|70.98\|68.47\|65803;2026-04-02\|66.81\|-4.58\|69.80\|69.80\|66.38\|55852;2026-04-03\|66.21\|-0.90\|67.70\|67.89\|65.93\|40137;2026-04-07\|67.40\|1.80\|66.54\|68.88\|66.40\|50555;2026-04-08\|74.03\|9.84\|70.00\|74.48\|69.65\|92283;2026-04-09\|72.20\|-2.47\|72.96\|73.33\|72.06\|64697;2026-04-10\|72.82\|0.86\|72.95\|75.30\|72.80\|66046;2026-04-13\|73.55\|1.00\|72.21\|76.80\|72.21\|80374;2026-04-14\|75.48\|2.62\|74.80\|76.56\|73.50\|77518;2026-04-15\|76.10\|0.82\|75.80\|78.28\|75.71\|87059;2026-04-16\|80.81\|6.19\|76.10\|86.70\|76.09\|206058;2026-04-17\|82.80\|2.46\|79.00\|83.77\|78.96\|126369;2026-04-20\|94.22\|13.79\|82.58\|95.38\|82.58\|238689;2026-04-21\|91.00\|-3.42\|93.60\|94.86\|90.16\|165260;2026-04-22\|91.86\|0.95\|90.04\|92.36\|89.21\|114520;2026-04-23\|90.70\|-1.26\|91.60\|93.49\|89.21\|100710;2026-04-24\|90.58\|-0.13\|91.44\|93.68\|90.21\|116471;2026-04-27\|93.28\|2.98\|91.50\|95.20\|88.78\|140815;2026-04-28\|90.60\|-2.87\|92.68\|94.00\|90.00\|85615;2026-04-29\|90.18\|-0.46\|88.80\|90.83\|87.00\|90241;2026-04-30\|101.46\|12.51\|96.22\|103.52\|95.52\|268792;2026-05-06\|101.50\|0.04\|101.99\|108.18\|98.81\|232271;2026-05-07\|102.05\|0.54\|101.50\|102.50\|99.50\|118944;2026-05-08\|102.94\|0.87\|100.50\|106.72\|98.50\|169159;2026-05-11\|107.79\|4.71\|104.86\|108.49\|101.51\|197845;2026-05-12\|107.61\|-0.17\|106.00\|110.77\|104.58\|125172;2026-05-13\|110.52\|2.70\|104.00\|111.49\|103.47\|117242;2026-05-14\|109.50\|-0.92\|110.84\|115.68\|109.34\|119847;2026-05-15\|108.12\|-1.26\|109.69\|113.43\|106.50\|129266;2026-05-18\|111.62\|3.24\|106.95\|113.35\|106.40\|133524;2026-05-19\|115.30\|3.30\|110.94\|116.45\|107.36\|134822;2026-05-20\|124.52\|8.00\|117.50\|126.78\|115.66\|156100;2026-05-21\|113.75\|-8.65\|125.00\|129.49\|112.00\|235380;2026-05-22\|115.75\|1.76\|113.84\|119.47\|111.10\|147028;2026-05-25\|112.20\|-3.07\|110.10\|115.39\|107.30\|169947;2026-05-26\|110.70\|-1.34\|111.00\|112.49\|107.50\|144172;2026-05-27\|113.00\|2.08\|110.70\|118.92\|109.31\|155555;2026-05-28\|114.73\|1.53\|112.21\|116.99\|108.86\|128211;2026-05-29\|106.38\|-7.28\|114.41\|116.24\|105.00\|141394;2026-06-01\|100.42\|-5.60\|107.38\|107.78\|99.88\|140983;2026-06-02\|103.85\|3.42\|101.42\|104.23\|98.16\|121545;2026-06-03\|104.50\|0.63\|106.87\|111.90\|103.30\|129418;2026-06-04\|103.75\|-0.72\|103.60\|105.50\|101.18\|105066;2026-06-05\|100.20\|-3.42\|101.50\|104.56\|99.70\|90408;2026-06-08\|91.40\|-8.78\|98.20\|98.37\|90.82\|119087;2026-06-09\|93.95\|2.79\|93.80\|94.44\|91.19\|96554;2026-06-10\|93.15\|-0.85\|93.89\|97.22\|90.48\|90155;2026-06-11\|91.88\|-1.36\|92.89\|93.93\|90.58\|88266;2026-06-12\|89.98\|-2.07\|93.71\|94.95\|89.00\|93199;2026-06-15\|95.69\|6.35\|90.63\|97.33\|90.31\|102255;2026-06-16\|97.48\|1.87\|96.98\|98.58\|94.20\|90645;2026-06-17\|99.75\|2.33\|95.33\|99.96\|94.68\|87997;2026-06-18\|101.11\|1.36\|99.53\|103.10\|98.30\|108207;2026-06-22\|99.59\|-1.50\|101.29\|102.16\|96.79\|114130;2026-06-23\|97.21\|-2.39\|99.40\|100.88\|95.14\|102857;2026-06-24\|97.12\|-0.09\|96.66\|99.50\|94.61\|122044;2026-06-25\|101.68\|4.70\|97.61\|105.77\|94.44\|204545;2026-06-26\|99.84\|-1.81\|98.23\|102.57\|95.31\|160399;2026-06-29\|103.60\|3.77\|99.98\|106.27\|97.23\|194961;2026-06-30\|124.32\|20.00\|107.26\|124.32\|107.26\|252690;2026-07-01\|120.00\|-3.47\|123.40\|129.99\|117.80\|270727;2026-07-02\|109.00\|-9.17\|118.03\|119.97\|108.00\|187376;2026-07-03\|111.84\|2.61\|109.00\|118.32\|106.10\|166065;2026-07-06\|111.19\|-0.58\|114.84\|116.58\|106.17\|128503;2026-07-07\|110.45\|-0.67\|110.44\|117.17\|108.10\|106350;2026-07-08\|115.75\|4.80\|114.45\|119.80\|112.58\|143043;2026-07-09\|125.68\|8.58\|118.00\|126.50\|113.33\|195925;2026-07-10\|118.26\|-5.90\|125.76\|128.00\|118.18\|15381065
117855	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：公司聚焦空天前沿领域，投资垣信卫星，与中航通飞、徐工等合作推进项目，叠加英伟达发布‘太空计算’平台催化，空天经济主题热度升温；涨停缘由：卫星互联网建设提速、低轨星座组网加速、公司空天相关布局具稀缺性、集装箱底板业务向航空航天材料延伸；资金逻辑：航天板块受GTC大会及海外AI算力上天预期带动，资金提前布局上游材料标的，康欣新材换手率与成交额显著放大；风险提示：公司空天业务尚处早期投入阶段，未披露具体营收贡献，主业仍以木基复合材料为主，转型进度存在不确定性	1、公司收购宇邦半导体相关股权已于2026年4月完成工商变更登记，并将其纳入合并财务报表范围； 2、集装箱底板龙头；公司聚焦空天等前沿领域，投资垣信卫星等项目，还与中航通飞、徐工等合作推进优质项目	2026-03-03\|3.61\|-5.99\|3.84\|3.88\|3.58\|432586;2026-03-04\|3.57\|-1.11\|3.56\|3.65\|3.51\|207701;2026-03-05\|3.62\|1.40\|3.65\|3.69\|3.60\|231060;2026-03-06\|3.70\|2.21\|3.61\|3.71\|3.59\|195305;2026-03-09\|3.62\|-2.16\|3.62\|3.66\|3.56\|199266;2026-03-10\|3.69\|1.93\|3.64\|3.71\|3.64\|203634;2026-03-11\|3.62\|-1.90\|3.68\|3.69\|3.59\|234259;2026-03-12\|3.55\|-1.93\|3.62\|3.63\|3.53\|177958;2026-03-13\|3.56\|0.28\|3.54\|3.64\|3.51\|195290;2026-03-16\|3.57\|0.28\|3.56\|3.63\|3.49\|203979;2026-03-17\|3.53\|-1.12\|3.55\|3.67\|3.53\|221246;2026-03-18\|3.56\|0.85\|3.52\|3.57\|3.49\|189389;2026-03-19\|3.47\|-2.53\|3.53\|3.55\|3.45\|191386;2026-03-20\|3.36\|-3.17\|3.46\|3.51\|3.35\|207652;2026-03-23\|3.14\|-6.55\|3.30\|3.31\|3.11\|290073;2026-03-24\|3.45\|9.87\|3.20\|3.45\|3.18\|298063;2026-03-25\|3.55\|2.90\|3.45\|3.62\|3.41\|459011;2026-03-26\|3.60\|1.41\|3.60\|3.77\|3.55\|474357;2026-03-27\|3.69\|2.50\|3.60\|3.73\|3.56\|335359;2026-03-30\|3.61\|-2.17\|3.65\|3.66\|3.52\|267435;2026-03-31\|3.53\|-2.22\|3.62\|3.64\|3.52\|184006;2026-04-01\|3.55\|0.57\|3.65\|3.69\|3.53\|213211;2026-04-02\|3.46\|-2.54\|3.54\|3.58\|3.44\|150006;2026-04-03\|3.37\|-2.60\|3.45\|3.50\|3.36\|145641;2026-04-07\|3.45\|2.37\|3.42\|3.46\|3.36\|134077;2026-04-08\|3.62\|4.93\|3.53\|3.63\|3.48\|204507;2026-04-09\|3.61\|-0.28\|3.64\|3.73\|3.57\|228990;2026-04-10\|3.63\|0.55\|3.65\|3.81\|3.63\|274202;2026-04-13\|3.59\|-1.10\|3.61\|3.66\|3.58\|185946;2026-04-14\|3.62\|0.84\|3.63\|3.64\|3.58\|161378;2026-04-15\|3.55\|-1.93\|3.63\|3.63\|3.54\|143621;2026-04-16\|3.59\|1.13\|3.56\|3.61\|3.55\|105722;2026-04-17\|3.51\|-2.23\|3.59\|3.60\|3.49\|177599;2026-04-20\|3.52\|0.28\|3.51\|3.54\|3.45\|162983;2026-04-21\|3.44\|-2.27\|3.52\|3.52\|3.41\|152330;2026-04-22\|3.40\|-1.16\|3.44\|3.44\|3.36\|159149;2026-04-23\|3.29\|-3.24\|3.40\|3.41\|3.28\|215268;2026-04-24\|3.32\|0.91\|3.31\|3.37\|3.24\|167080;2026-04-27\|3.35\|0.90\|3.30\|3.37\|3.24\|134598;2026-04-28\|3.38\|0.90\|3.33\|3.44\|3.32\|139906;2026-04-29\|3.52\|4.14\|3.37\|3.63\|3.34\|332022;2026-04-30\|3.33\|-5.40\|3.34\|3.47\|3.25\|394553;2026-05-06\|3.35\|0.60\|3.29\|3.43\|3.29\|229691;2026-05-07\|3.27\|-2.39\|3.36\|3.41\|3.24\|281816;2026-05-08\|3.60\|10.09\|3.31\|3.60\|3.31\|331823;2026-05-11\|3.96\|10.00\|3.78\|3.96\|3.72\|625132;2026-05-12\|4.36\|10.10\|4.36\|4.36\|4.25\|610911;2026-05-13\|4.24\|-2.75\|4.32\|4.55\|4.10\|2034733;2026-05-14\|4.40\|3.77\|4.25\|4.66\|4.25\|1705499;2026-05-15\|4.28\|-2.73\|4.21\|4.49\|4.21\|1090509;2026-05-18\|4.14\|-3.27\|4.23\|4.40\|4.06\|1062727;2026-05-19\|3.95\|-4.59\|4.11\|4.12\|3.87\|894167;2026-05-20\|4.04\|2.28\|3.92\|4.23\|3.86\|977229;2026-05-21\|4.09\|1.24\|3.98\|4.44\|3.98\|1359088;2026-05-22\|3.96\|-3.18\|4.10\|4.13\|3.84\|966190;2026-05-25\|3.94\|-0.51\|4.00\|4.00\|3.86\|512886;2026-05-26\|3.70\|-6.09\|3.91\|3.91\|3.65\|649798;2026-05-27\|3.62\|-2.16\|3.71\|3.75\|3.57\|407968;2026-05-28\|3.68\|1.66\|3.60\|3.68\|3.57\|307215;2026-05-29\|3.51\|-4.62\|3.68\|3.70\|3.47\|330560;2026-06-01\|3.59\|2.28\|3.52\|3.80\|3.43\|417151;2026-06-02\|3.65\|1.67\|3.61\|3.68\|3.47\|333768;2026-06-03\|3.66\|0.27\|3.63\|3.72\|3.60\|328393;2026-06-04\|3.55\|-3.01\|3.63\|3.65\|3.53\|221743;2026-06-05\|3.59\|1.13\|3.55\|3.72\|3.45\|349586;2026-06-08\|3.52\|-1.95\|3.53\|3.69\|3.44\|308334;2026-06-09\|3.64\|3.41\|3.53\|3.65\|3.46\|320857;2026-06-10\|3.52\|-3.30\|3.59\|3.72\|3.48\|350582;2026-06-11\|3.46\|-1.70\|3.48\|3.54\|3.37\|287054;2026-06-12\|3.47\|0.29\|3.51\|3.60\|3.45\|228094;2026-06-15\|3.48\|0.29\|3.51\|3.53\|3.42\|263992;2026-06-16\|3.49\|0.29\|3.47\|3.54\|3.40\|227844;2026-06-17\|3.34\|-4.30\|3.47\|3.50\|3.33\|306670;2026-06-18\|3.67\|9.88\|3.42\|3.67\|3.37\|296113;2026-06-22\|3.76\|2.45\|3.88\|3.90\|3.73\|863536;2026-06-23\|3.53\|-6.12\|3.72\|3.74\|3.49\|519872;2026-06-24\|3.38\|-4.25\|3.56\|3.57\|3.30\|415809;2026-06-25\|3.19\|-5.62\|3.37\|3.50\|3.18\|480221;2026-06-26\|3.09\|-3.13\|3.20\|3.22\|3.09\|303827;2026-06-29\|3.01\|-2.59\|3.09\|3.13\|2.89\|421490;2026-06-30\|3.31\|9.97\|2.98\|3.31\|2.95\|428261;2026-07-01\|3.64\|9.97\|3.48\|3.64\|3.41\|248853;2026-07-02\|3.60\|-1.10\|3.72\|3.88\|3.49\|1109391;2026-07-03\|3.42\|-5.00\|3.43\|3.59\|3.35\|659872;2026-07-06\|3.33\|-2.63\|3.38\|3.48\|3.32\|394588;2026-07-07\|3.49\|4.80\|3.35\|3.66\|3.33\|758381;2026-07-08\|3.16\|-9.46\|3.40\|3.41\|3.15\|611855;2026-07-09\|3.22\|1.90\|3.20\|3.27\|3.10\|370745;2026-07-10\|3.22\|0.00\|3.21\|3.31\|3.15\|312507
117854	美团发布基于国产算力训练的万亿参数大模型	机器人+MEMS传感器+送转行业原因：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10日投资者关系活动记录表，公司重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发，相关项目研发工作正按计划推进；据2026年3月9日投资者关系活动记录表，公司已启动六维力传感器、机器人专用IMU等多款产品的研发立项工作。 2、据2025年8月29日半年报及2026年6月10日投资者关系活动记录表，公司是国内少数在MEMS声学、压力、惯性传感器领域均具有芯片自主设计能力的公司，拥有MEMS全产业链研发能力。 3、据2026年6月26日权益分派实施公告，公司2025年年度拟向全体股东每10股派发现金红利2.70元含税，同时每10股以资本公积转增4股，股权登记日为2026年7月1日。	公司为国内领先的MEMS传感器设计企业	2026-03-03\|72.38\|-7.75\|79.07\|79.37\|72.30\|26935;2026-03-04\|71.12\|-1.74\|71.72\|72.99\|70.58\|18918;2026-03-05\|72.74\|2.28\|72.36\|73.85\|72.36\|16520;2026-03-06\|73.27\|0.73\|72.28\|73.80\|71.91\|11341;2026-03-09\|71.48\|-2.44\|71.02\|72.00\|68.81\|18059;2026-03-10\|74.55\|4.29\|72.82\|75.25\|72.60\|15988;2026-03-11\|73.18\|-1.84\|74.55\|75.35\|72.90\|13773;2026-03-12\|71.83\|-1.84\|72.91\|73.61\|71.05\|13807;2026-03-13\|70.70\|-1.57\|71.38\|72.01\|70.60\|13844;2026-03-16\|71.22\|0.74\|70.75\|71.37\|69.18\|15657;2026-03-17\|68.95\|-3.19\|71.79\|71.79\|68.95\|11647;2026-03-18\|70.35\|2.03\|69.00\|70.35\|69.00\|10033;2026-03-19\|68.40\|-2.77\|69.50\|69.50\|67.97\|13281;2026-03-20\|66.60\|-2.63\|68.54\|68.95\|66.60\|14006;2026-03-23\|63.30\|-4.96\|64.01\|65.46\|63.20\|19298;2026-03-24\|65.35\|3.24\|65.00\|65.40\|63.35\|12064;2026-03-25\|66.90\|2.37\|65.45\|67.43\|65.45\|9864;2026-03-26\|65.01\|-2.83\|66.93\|67.31\|64.99\|7902;2026-03-27\|66.64\|2.51\|63.99\|66.79\|63.77\|9742;2026-03-30\|65.14\|-2.25\|65.30\|66.10\|64.31\|16838;2026-03-31\|64.76\|-0.58\|64.76\|66.47\|64.64\|10753;2026-04-01\|66.43\|2.58\|66.40\|66.44\|65.00\|9567;2026-04-02\|64.58\|-2.78\|66.28\|66.79\|64.18\|9328;2026-04-03\|63.62\|-1.49\|64.84\|65.81\|63.20\|8516;2026-04-07\|64.76\|1.79\|63.72\|65.29\|63.02\|9118;2026-04-08\|68.36\|5.56\|66.50\|68.44\|66.50\|15378;2026-04-09\|67.18\|-1.73\|67.96\|68.55\|67.18\|10798;2026-04-10\|68.77\|2.37\|67.99\|69.29\|67.98\|10859;2026-04-13\|68.89\|0.17\|68.28\|69.34\|68.01\|11549;2026-04-14\|69.70\|1.18\|70.10\|70.28\|69.03\|12702;2026-04-15\|69.85\|0.22\|70.26\|71.82\|69.69\|15894;2026-04-16\|70.62\|1.10\|69.98\|70.87\|69.64\|10716;2026-04-17\|71.20\|0.82\|70.30\|71.36\|69.94\|10761;2026-04-20\|70.90\|-0.42\|71.38\|71.71\|70.71\|13748;2026-04-21\|70.39\|-0.72\|70.93\|71.00\|69.00\|12473;2026-04-22\|71.31\|1.31\|69.76\|71.38\|69.52\|12227;2026-04-23\|69.95\|-1.91\|72.57\|72.66\|69.58\|17968;2026-04-24\|69.99\|0.06\|69.17\|70.67\|69.15\|16039;2026-04-27\|72.35\|3.37\|70.00\|72.57\|69.01\|18913;2026-04-28\|69.77\|-3.57\|72.27\|72.50\|69.20\|18675;2026-04-29\|73.33\|5.10\|70.38\|73.79\|69.88\|27396;2026-04-30\|65.88\|-10.16\|64.66\|66.58\|64.06\|50972;2026-05-06\|67.15\|1.93\|67.00\|69.04\|66.68\|34173;2026-05-07\|69.76\|3.89\|67.20\|70.17\|66.96\|26305;2026-05-08\|71.44\|2.41\|69.49\|71.89\|67.49\|22123;2026-05-11\|72.30\|1.20\|72.54\|72.89\|71.10\|21588;2026-05-12\|71.40\|-1.24\|72.30\|72.64\|70.51\|17636;2026-05-13\|72.53\|1.58\|70.80\|73.20\|69.70\|21883;2026-05-14\|72.78\|0.34\|73.41\|74.40\|70.82\|24830;2026-05-15\|71.40\|-1.90\|72.05\|73.48\|70.02\|22399;2026-05-18\|74.14\|3.84\|71.39\|76.00\|70.62\|33032;2026-05-19\|76.35\|2.98\|73.65\|76.56\|72.53\|27906;2026-05-20\|75.51\|-1.10\|75.84\|76.15\|74.90\|21458;2026-05-21\|70.91\|-6.09\|76.63\|76.70\|70.88\|34280;2026-05-22\|72.82\|2.69\|71.50\|73.23\|70.60\|19163;2026-05-25\|75.78\|4.06\|72.84\|75.85\|71.81\|30614;2026-05-26\|72.72\|-4.04\|75.70\|75.70\|71.10\|25712;2026-05-27\|70.16\|-3.52\|72.72\|73.45\|69.60\|21508;2026-05-28\|71.18\|1.45\|69.91\|72.15\|69.05\|16680;2026-05-29\|65.48\|-8.01\|71.74\|71.74\|65.00\|26732;2026-06-01\|64.25\|-1.88\|65.49\|66.78\|63.90\|15324;2026-06-02\|62.30\|-3.04\|63.84\|64.57\|61.00\|16871;2026-06-03\|61.86\|-0.71\|61.78\|63.84\|61.34\|13719;2026-06-04\|60.70\|-1.88\|62.76\|62.76\|60.42\|14873;2026-06-05\|64.00\|5.44\|60.50\|67.44\|57.00\|35061;2026-06-08\|62.42\|-2.47\|62.34\|65.77\|61.00\|24685;2026-06-09\|63.21\|1.27\|63.69\|63.76\|61.70\|15296;2026-06-10\|61.88\|-2.10\|62.50\|64.10\|61.10\|13591;2026-06-11\|62.80\|1.49\|61.88\|63.34\|60.58\|12011;2026-06-12\|62.91\|0.18\|64.20\|66.37\|62.80\|16656;2026-06-15\|67.25\|6.90\|63.96\|67.98\|63.11\|21951;2026-06-16\|72.08\|7.18\|67.23\|74.98\|66.51\|31681;2026-06-17\|80.31\|11.42\|73.49\|82.40\|71.88\|55441;2026-06-18\|79.90\|-0.51\|80.37\|81.72\|77.97\|36550;2026-06-22\|93.84\|17.45\|82.32\|95.78\|80.00\|89282;2026-06-23\|92.00\|-1.96\|94.85\|94.87\|87.47\|55539;2026-06-24\|96.90\|5.33\|90.15\|99.80\|89.01\|61798;2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|5310961
117853	美团发布基于国产算力训练的万亿参数大模型	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-03-03\|23.75\|-5.19\|24.94\|25.36\|23.69\|215874;2026-03-04\|23.75\|0.00\|23.30\|24.40\|23.28\|138215;2026-03-05\|23.97\|0.93\|24.19\|24.54\|23.84\|130118;2026-03-06\|23.77\|-0.83\|23.97\|24.09\|23.70\|109939;2026-03-09\|23.54\|-0.97\|23.39\|23.68\|22.66\|139181;2026-03-10\|23.96\|1.78\|23.82\|24.08\|23.70\|89925;2026-03-11\|23.94\|-0.08\|23.96\|24.35\|23.81\|103489;2026-03-12\|23.44\|-2.09\|23.85\|24.02\|23.22\|97290;2026-03-13\|23.22\|-0.94\|23.17\|23.80\|23.09\|87229;2026-03-16\|24.48\|5.43\|23.33\|24.75\|23.10\|230394;2026-03-17\|23.52\|-3.92\|24.49\|24.50\|23.52\|172218;2026-03-18\|24.13\|2.59\|23.52\|24.13\|23.38\|127249;2026-03-19\|23.42\|-2.94\|23.60\|23.73\|23.16\|132541;2026-03-20\|22.49\|-3.97\|23.39\|23.59\|22.48\|125416;2026-03-23\|21.24\|-5.56\|22.15\|22.27\|21.04\|151387;2026-03-24\|21.82\|2.73\|21.73\|21.88\|21.02\|96692;2026-03-25\|22.15\|1.51\|21.97\|22.35\|21.83\|93423;2026-03-26\|21.75\|-1.81\|22.00\|22.25\|21.60\|67887;2026-03-27\|22.28\|2.44\|21.50\|22.36\|21.46\|79938;2026-03-30\|22.25\|-0.13\|21.84\|22.34\|21.75\|62558;2026-03-31\|21.69\|-2.52\|22.13\|22.19\|21.66\|73334;2026-04-01\|22.10\|1.89\|22.10\|22.24\|21.88\|63401;2026-04-02\|21.53\|-2.58\|22.00\|22.06\|21.30\|59135;2026-04-03\|21.42\|-0.51\|21.53\|21.75\|21.19\|50496;2026-04-07\|21.68\|1.21\|21.40\|21.90\|21.40\|54473;2026-04-08\|22.99\|6.04\|22.14\|23.08\|21.79\|140517;2026-04-09\|22.97\|-0.09\|22.63\|23.26\|22.60\|101939;2026-04-10\|22.93\|-0.17\|23.28\|23.32\|22.88\|91155;2026-04-13\|22.78\|-0.65\|22.59\|23.08\|22.55\|61586;2026-04-14\|23.02\|1.05\|23.00\|23.16\|22.79\|73739;2026-04-15\|22.72\|-1.30\|23.20\|23.25\|22.66\|75406;2026-04-16\|23.16\|1.94\|22.71\|23.23\|22.66\|84214;2026-04-17\|23.28\|0.52\|23.20\|23.39\|22.91\|91748;2026-04-20\|23.63\|1.50\|23.28\|23.75\|23.25\|110788;2026-04-21\|24.08\|1.90\|23.63\|24.32\|23.27\|163938;2026-04-22\|23.93\|-0.62\|23.87\|24.49\|23.60\|129654;2026-04-23\|23.65\|-1.17\|24.50\|24.74\|23.55\|199115;2026-04-24\|23.82\|0.72\|23.60\|24.27\|23.33\|206123;2026-04-27\|24.54\|3.02\|23.88\|24.99\|23.88\|265407;2026-04-28\|24.81\|1.10\|24.17\|25.25\|24.17\|253982;2026-04-29\|24.13\|-2.74\|24.49\|24.60\|23.72\|190108;2026-04-30\|24.81\|2.82\|24.30\|24.93\|24.27\|224604;2026-05-06\|26.25\|5.80\|25.75\|26.54\|25.38\|353366;2026-05-07\|27.34\|4.15\|26.30\|27.50\|25.77\|390399;2026-05-08\|26.37\|-3.55\|26.88\|26.93\|26.26\|283391;2026-05-11\|28.61\|8.49\|26.75\|29.00\|26.25\|471290;2026-05-12\|28.22\|-1.36\|28.33\|28.60\|27.39\|331426;2026-05-13\|27.93\|-1.03\|27.60\|28.33\|27.05\|238713;2026-05-14\|27.50\|-1.54\|28.00\|28.77\|27.50\|276156;2026-05-15\|30.25\|10.00\|28.00\|30.25\|28.00\|492811;2026-05-18\|32.30\|6.78\|30.00\|32.77\|29.33\|663153;2026-05-19\|35.08\|8.61\|31.43\|35.36\|31.03\|538317;2026-05-20\|35.24\|0.46\|34.33\|35.45\|33.80\|473915;2026-05-21\|34.94\|-0.85\|36.08\|38.50\|34.76\|613974;2026-05-22\|34.25\|-1.97\|34.81\|35.74\|33.81\|465674;2026-05-25\|34.65\|1.17\|34.20\|35.57\|33.51\|469545;2026-05-26\|33.14\|-4.36\|33.80\|34.43\|32.61\|345937;2026-05-27\|32.16\|-2.96\|33.11\|33.80\|31.90\|302624;2026-05-28\|33.60\|4.48\|32.67\|33.74\|32.00\|284230;2026-05-29\|34.70\|3.27\|34.00\|36.96\|34.00\|558334;2026-06-01\|34.00\|-2.02\|34.80\|36.00\|33.79\|385931;2026-06-02\|36.12\|6.24\|34.50\|37.40\|34.50\|520236;2026-06-03\|35.71\|-1.14\|35.01\|36.20\|34.50\|463709;2026-06-04\|37.78\|5.80\|35.10\|38.60\|34.90\|480866;2026-06-05\|41.56\|10.01\|37.00\|41.56\|36.00\|586327;2026-06-08\|42.84\|3.08\|38.99\|45.01\|38.99\|720407;2026-06-09\|45.44\|6.07\|43.50\|46.02\|41.52\|579751;2026-06-10\|45.70\|0.57\|44.20\|46.69\|44.10\|410952;2026-06-11\|46.36\|1.44\|44.90\|48.22\|42.44\|563968;2026-06-12\|41.72\|-10.01\|47.00\|47.00\|41.72\|522148;2026-06-15\|42.76\|2.49\|42.00\|43.29\|39.88\|495801;2026-06-16\|47.04\|10.01\|43.00\|47.04\|42.58\|452977;2026-06-17\|47.28\|0.64\|46.53\|49.40\|46.53\|433339;2026-06-18\|46.24\|-2.20\|47.05\|47.50\|45.39\|363424;2026-06-22\|45.87\|-0.80\|46.16\|46.67\|44.86\|336121;2026-06-23\|44.30\|-3.42\|46.01\|47.43\|43.68\|360893;2026-06-24\|46.15\|4.18\|43.55\|47.18\|41.40\|412549;2026-06-25\|45.89\|-0.56\|47.00\|47.10\|43.46\|419387;2026-06-26\|47.95\|4.49\|45.00\|48.05\|44.71\|475903;2026-06-29\|44.93\|-6.30\|50.41\|50.98\|43.16\|688477;2026-06-30\|49.42\|9.99\|43.61\|49.42\|43.50\|446616;2026-07-01\|52.66\|6.56\|51.50\|54.36\|50.00\|679700;2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972
117852	美团发布基于国产算力训练的万亿参数大模型	光学光电子+存储芯片+企业级SSD 行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、公司主营业务为定制化液晶显示屏及显示模组的研发、生产和销售，产品广泛应用于工业控制及自动化、智能家居、车载电子等领域，属于光学光电子行业。 2、据2026年6月1日及6月8日互动易，公司通过产业基金投资新存科技和天链芯，构建了“存储芯片研发&制造-主控芯片&内存模块研发-内存模块制造”的垂直整合全链条，其中公司承担存储模组制造及项目管理工作。 3、据2026年5月11日投资者关系活动记录表，公司基于NAND技术的企业级SSD固态硬盘模组研发已完成工程样品研发并进入核心测试阶段，存储业务正从研发阶段转向商业化落地关键节点。	公司基 NAND技术的企业级SSD固态硬盘模组研发已经完成工程样品研发，并进入核心测试阶段	2026-03-03\|26.11\|-7.54\|28.20\|28.70\|26.07\|67328;2026-03-04\|26.25\|0.54\|26.13\|26.96\|25.95\|41309;2026-03-05\|27.22\|3.70\|26.87\|27.86\|26.77\|48235;2026-03-06\|27.06\|-0.59\|26.96\|27.44\|26.83\|37838;2026-03-09\|26.69\|-1.37\|26.48\|26.80\|25.90\|49403;2026-03-10\|27.84\|4.31\|26.98\|27.94\|26.98\|52997;2026-03-11\|27.61\|-0.83\|27.74\|28.22\|27.51\|33829;2026-03-12\|26.91\|-2.54\|27.60\|27.73\|26.71\|35058;2026-03-13\|26.72\|-0.71\|26.75\|27.62\|26.51\|38459;2026-03-16\|27.75\|3.85\|26.73\|27.78\|26.31\|56905;2026-03-17\|26.47\|-4.61\|27.72\|27.73\|26.41\|46599;2026-03-18\|27.81\|5.06\|26.74\|27.93\|26.74\|90632;2026-03-19\|26.78\|-3.70\|27.32\|27.45\|26.60\|60439;2026-03-20\|25.80\|-3.66\|26.93\|27.43\|25.80\|65919;2026-03-23\|23.90\|-7.36\|26.15\|26.15\|23.80\|66267;2026-03-24\|24.64\|3.10\|24.48\|24.68\|23.70\|40789;2026-03-25\|25.77\|4.59\|24.80\|26.23\|24.73\|58085;2026-03-26\|24.89\|-3.41\|25.68\|25.76\|24.60\|39138;2026-03-27\|24.88\|-0.04\|24.55\|25.09\|24.33\|25273;2026-03-30\|24.39\|-1.97\|24.61\|24.65\|24.03\|29232;2026-03-31\|23.92\|-1.93\|24.33\|24.39\|23.83\|30059;2026-04-01\|24.37\|1.88\|24.46\|24.83\|24.17\|27497;2026-04-02\|23.39\|-4.02\|24.30\|24.36\|23.30\|34659;2026-04-03\|22.85\|-2.31\|23.51\|23.68\|22.82\|24488;2026-04-07\|23.13\|1.23\|22.90\|23.45\|22.90\|21084;2026-04-08\|24.55\|6.14\|23.86\|24.58\|23.74\|34516;2026-04-09\|24.57\|0.08\|24.28\|25.08\|24.17\|36935;2026-04-10\|25.55\|3.99\|24.71\|26.18\|24.71\|65674;2026-04-13\|25.19\|-1.41\|25.15\|25.47\|24.92\|43739;2026-04-14\|25.85\|2.62\|25.46\|25.98\|25.29\|52972;2026-04-15\|25.31\|-2.09\|25.89\|26.10\|25.15\|44398;2026-04-16\|25.88\|2.25\|25.30\|26.28\|25.20\|43560;2026-04-17\|26.03\|0.58\|25.76\|26.21\|25.57\|45600;2026-04-20\|25.81\|-0.85\|25.91\|26.10\|25.70\|35329;2026-04-21\|25.90\|0.35\|25.80\|26.06\|25.45\|40814;2026-04-22\|27.32\|5.48\|25.90\|28.20\|25.56\|108534;2026-04-23\|25.60\|-6.30\|26.98\|26.98\|25.39\|100876;2026-04-24\|26.08\|1.88\|25.45\|26.38\|25.16\|54239;2026-04-27\|27.99\|7.32\|25.28\|28.40\|25.01\|161872;2026-04-28\|26.39\|-5.72\|27.27\|27.60\|26.22\|103956;2026-04-29\|26.07\|-1.21\|26.01\|26.63\|25.88\|55856;2026-04-30\|26.51\|1.69\|26.09\|26.88\|25.85\|61144;2026-05-06\|27.44\|3.51\|27.01\|28.30\|27.01\|105687;2026-05-07\|27.89\|1.64\|27.40\|28.50\|27.10\|104586;2026-05-08\|27.88\|-0.04\|27.62\|28.53\|27.28\|62045;2026-05-11\|28.97\|3.91\|28.60\|29.88\|28.22\|158201;2026-05-12\|28.53\|-1.52\|29.70\|29.89\|28.39\|110140;2026-05-13\|28.99\|1.61\|27.90\|29.24\|27.80\|100354;2026-05-14\|29.92\|3.21\|29.00\|30.55\|28.79\|190811;2026-05-15\|29.23\|-2.31\|29.94\|30.39\|28.99\|102414;2026-05-18\|31.38\|7.36\|29.50\|31.59\|29.37\|172390;2026-05-19\|37.66\|20.01\|30.76\|37.66\|30.76\|406438;2026-05-20\|36.07\|-4.22\|41.50\|42.30\|35.50\|439809;2026-05-21\|32.29\|-10.48\|35.73\|36.94\|32.29\|321501;2026-05-22\|32.93\|1.98\|32.08\|34.95\|32.08\|244861;2026-05-25\|33.95\|3.10\|32.93\|34.32\|32.03\|301471;2026-05-26\|33.16\|-2.33\|33.00\|34.19\|31.77\|198294;2026-05-27\|31.99\|-3.53\|33.55\|34.34\|31.79\|204202;2026-05-28\|32.12\|0.41\|31.03\|32.80\|30.90\|174079;2026-05-29\|30.14\|-6.16\|32.12\|32.38\|29.90\|155729;2026-06-01\|31.64\|4.98\|30.33\|33.00\|30.23\|168333;2026-06-02\|33.72\|6.57\|31.43\|33.99\|31.11\|249362;2026-06-03\|35.00\|3.80\|34.24\|35.84\|33.18\|265166;2026-06-04\|37.70\|7.71\|34.00\|37.71\|33.80\|265391;2026-06-05\|25.57\|-4.91\|26.00\|26.57\|25.11\|264878;2026-06-08\|24.18\|-5.44\|23.41\|25.75\|23.41\|223433;2026-06-09\|24.28\|0.41\|24.66\|24.80\|23.50\|216092;2026-06-10\|23.02\|-5.19\|23.56\|23.85\|22.68\|171495;2026-06-11\|24.08\|4.60\|22.90\|24.25\|22.04\|208052;2026-06-12\|23.55\|-2.20\|24.50\|26.06\|23.45\|221224;2026-06-15\|25.17\|6.88\|23.80\|25.22\|23.45\|220250;2026-06-16\|25.15\|-0.08\|25.00\|25.50\|24.64\|187354;2026-06-17\|25.92\|3.06\|24.68\|26.02\|24.53\|258324;2026-06-18\|25.40\|-2.01\|25.68\|26.13\|24.98\|197685;2026-06-22\|24.79\|-2.40\|25.56\|25.89\|24.20\|208033;2026-06-23\|26.70\|7.70\|24.35\|27.20\|23.75\|374745;2026-06-24\|26.50\|-0.75\|25.69\|26.83\|25.50\|275231;2026-06-25\|26.10\|-1.51\|26.95\|27.20\|25.20\|273945;2026-06-26\|24.94\|-4.44\|25.90\|25.96\|24.65\|171834;2026-06-29\|23.70\|-4.97\|24.89\|25.81\|22.64\|183039;2026-06-30\|28.44\|20.00\|24.07\|28.44\|23.78\|359838;2026-07-01\|29.09\|2.29\|28.50\|29.57\|27.59\|431545;2026-07-02\|26.80\|-7.87\|27.15\|28.36\|26.62\|254222;2026-07-03\|32.16\|20.00\|28.49\|32.16\|28.49\|495249;2026-07-06\|35.61\|10.73\|33.15\|37.44\|33.15\|631109;2026-07-07\|32.64\|-8.34\|35.79\|36.18\|32.37\|378923;2026-07-08\|30.81\|-5.61\|32.90\|33.29\|30.11\|251330;2026-07-09\|36.97\|19.99\|31.36\|36.97\|30.85\|411921;2026-07-10\|35.60\|-3.71\|37.63\|39.30\|35.43\|529213
117851	美团发布基于国产算力训练的万亿参数大模型	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商；一季度净利润同比增长89.22%	2026-03-03\|31.90\|-6.29\|34.31\|35.19\|31.88\|37230;2026-03-04\|31.31\|-1.85\|31.50\|32.42\|31.02\|22945;2026-03-05\|35.80\|14.34\|32.87\|36.89\|32.57\|112801;2026-03-06\|39.75\|11.03\|35.39\|40.76\|34.50\|125807;2026-03-09\|42.30\|6.42\|38.50\|42.53\|37.30\|128005;2026-03-10\|43.62\|3.12\|42.34\|44.39\|41.50\|100910;2026-03-11\|43.08\|-1.24\|43.70\|45.97\|42.38\|111459;2026-03-12\|45.54\|5.71\|42.92\|45.54\|40.44\|88323;2026-03-13\|44.49\|-2.31\|44.00\|47.00\|43.88\|92835;2026-03-16\|42.07\|-5.44\|45.38\|46.00\|39.88\|132739;2026-03-17\|41.79\|-0.67\|42.67\|44.28\|40.56\|83681;2026-03-18\|50.15\|20.00\|43.00\|50.15\|42.00\|116593;2026-03-19\|42.03\|-16.19\|47.65\|47.80\|41.80\|204494;2026-03-20\|38.75\|-7.80\|41.61\|42.32\|38.68\|140154;2026-03-23\|34.90\|-9.94\|37.10\|37.86\|34.60\|111634;2026-03-24\|38.67\|10.80\|36.64\|38.98\|35.00\|119498;2026-03-25\|40.50\|4.73\|40.00\|41.58\|39.37\|119510;2026-03-26\|38.23\|-5.60\|39.50\|40.60\|37.94\|73105;2026-03-27\|37.73\|-1.31\|37.13\|38.50\|36.71\|57209;2026-03-30\|36.72\|-2.68\|36.76\|37.39\|35.93\|59990;2026-03-31\|34.83\|-5.15\|36.09\|36.62\|34.70\|58509;2026-04-01\|37.02\|6.29\|36.88\|38.66\|36.50\|84973;2026-04-02\|39.28\|6.10\|37.50\|42.86\|37.50\|170645;2026-04-03\|38.50\|-1.99\|40.82\|40.90\|37.90\|139668;2026-04-07\|38.38\|-0.31\|39.36\|40.38\|38.37\|86356;2026-04-08\|40.91\|6.59\|39.95\|41.15\|39.56\|92502;2026-04-09\|40.45\|-1.12\|39.80\|41.63\|39.38\|68259;2026-04-10\|40.65\|0.49\|41.30\|41.86\|40.43\|70494;2026-04-13\|40.53\|-0.30\|40.11\|41.06\|39.80\|53976;2026-04-14\|41.12\|1.46\|41.70\|42.15\|40.59\|63447;2026-04-15\|40.50\|-1.51\|41.80\|42.15\|40.23\|51369;2026-04-16\|40.69\|0.47\|40.88\|41.10\|40.10\|38707;2026-04-17\|42.33\|4.03\|40.29\|43.10\|39.90\|69431;2026-04-20\|41.11\|-2.88\|42.28\|42.81\|40.95\|66008;2026-04-21\|41.74\|1.53\|40.80\|42.24\|40.15\|67834;2026-04-22\|44.00\|5.41\|42.00\|44.95\|42.00\|79989;2026-04-23\|41.22\|-6.32\|44.04\|46.20\|40.87\|86258;2026-04-24\|41.05\|-0.41\|41.00\|41.64\|39.87\|61912;2026-04-27\|43.08\|4.95\|41.31\|43.35\|41.15\|58122;2026-04-28\|49.36\|14.58\|46.90\|51.68\|46.60\|165067;2026-04-29\|54.44\|10.29\|49.17\|58.00\|48.55\|171399;2026-04-30\|54.18\|-0.48\|55.53\|58.49\|54.11\|131642;2026-05-06\|55.99\|3.34\|56.27\|58.94\|55.75\|104835;2026-05-07\|57.78\|3.20\|56.37\|58.35\|54.38\|94899;2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|20367444
117850	美团发布基于国产算力训练的万亿参数大模型	光刻胶+半导体清洗+季铵化合物行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2025年5月13日互动易，公司开发的光刻胶显影液产品已实现批量生产；今日光刻胶板块短线拉升，市场关注公司在该领域的业务布局。 2、据2025年6月13日互动易，公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用。 3、据2026年5月21日投资者关系活动记录表，公司主营季铵盐、季铵碱、季鏻盐、冠醚等催化新材料，为国家级专精特新“小巨人”企业，产品应用于电子化学品等领域。	1、公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用； 2、公司正在从事的主要研发项目包含环氧丙烷类催化剂的工艺开发，光刻胶显影液、刻蚀液已实现批量生产，四乙基氢氧化铵已在半导体清洗领域实现市场化应用	2026-03-03\|41.80\|-3.91\|43.89\|44.40\|41.77\|27515;2026-03-04\|42.63\|1.99\|41.51\|44.13\|41.15\|24377;2026-03-05\|42.70\|0.16\|43.17\|43.47\|42.42\|13202;2026-03-06\|44.20\|3.51\|42.42\|44.39\|42.40\|20649;2026-03-09\|43.76\|-1.00\|44.00\|44.48\|43.00\|15783;2026-03-10\|44.25\|1.12\|43.76\|44.49\|43.52\|15708;2026-03-11\|44.43\|0.41\|44.23\|45.40\|44.04\|26340;2026-03-12\|44.64\|0.47\|44.60\|45.40\|44.35\|20558;2026-03-13\|43.59\|-2.35\|44.64\|44.82\|43.55\|18049;2026-03-16\|43.58\|-0.02\|43.50\|44.30\|42.95\|12896;2026-03-17\|42.11\|-3.37\|43.58\|43.76\|42.10\|13566;2026-03-18\|42.35\|0.57\|42.11\|42.47\|41.44\|10644;2026-03-19\|40.67\|-3.97\|42.28\|42.31\|40.29\|16021;2026-03-20\|39.08\|-3.91\|40.70\|40.89\|39.02\|11338;2026-03-23\|35.20\|-9.93\|38.50\|38.51\|35.20\|29052;2026-03-24\|37.58\|6.76\|36.18\|37.61\|35.97\|22261;2026-03-25\|38.61\|2.74\|38.00\|38.76\|37.61\|13937;2026-03-26\|38.81\|0.52\|38.50\|39.59\|38.46\|15226;2026-03-27\|39.15\|0.88\|38.49\|40.39\|38.49\|10455;2026-03-30\|39.86\|1.81\|38.57\|41.20\|38.57\|12478;2026-03-31\|38.23\|-4.09\|39.65\|40.00\|38.20\|10094;2026-04-01\|38.85\|1.62\|38.80\|39.49\|38.62\|10252;2026-04-02\|38.88\|0.08\|38.80\|39.71\|38.68\|10384;2026-04-03\|37.76\|-2.88\|38.75\|38.90\|37.60\|6593;2026-04-07\|38.31\|1.46\|38.47\|38.60\|37.47\|8008;2026-04-08\|39.33\|2.66\|38.90\|39.33\|38.71\|8975;2026-04-09\|38.57\|-1.93\|39.01\|39.27\|38.38\|7877;2026-04-10\|38.56\|-0.03\|38.63\|39.18\|38.55\|7224;2026-04-13\|38.01\|-1.43\|38.49\|38.49\|38.00\|7958;2026-04-14\|37.78\|-0.61\|38.12\|38.35\|37.50\|9355;2026-04-15\|37.88\|0.26\|37.76\|38.15\|37.61\|7367;2026-04-16\|38.82\|2.48\|37.87\|38.85\|37.54\|9489;2026-04-17\|39.45\|1.62\|38.58\|39.80\|38.55\|11111;2026-04-20\|39.69\|0.61\|39.45\|39.74\|38.90\|9366;2026-04-21\|39.69\|0.00\|39.20\|39.88\|39.20\|6959;2026-04-22\|39.50\|-0.48\|39.75\|39.76\|39.11\|6597;2026-04-23\|37.52\|-5.01\|39.50\|39.50\|37.35\|16185;2026-04-24\|38.22\|1.87\|37.36\|38.40\|37.36\|8648;2026-04-27\|38.86\|1.67\|38.19\|38.88\|37.60\|8209;2026-04-28\|38.37\|-1.26\|38.63\|38.94\|38.01\|7462;2026-04-29\|38.91\|1.41\|38.44\|39.37\|38.23\|10491;2026-04-30\|39.12\|0.54\|38.88\|39.52\|38.85\|10455;2026-05-06\|41.47\|6.01\|39.31\|41.68\|39.30\|28611;2026-05-07\|41.75\|0.68\|41.52\|42.65\|41.47\|19049;2026-05-08\|43.16\|3.38\|41.69\|44.61\|41.22\|40467;2026-05-11\|44.55\|3.22\|44.59\|46.28\|43.96\|44397;2026-05-12\|44.42\|-0.29\|44.35\|45.55\|43.05\|35788;2026-05-13\|48.86\|10.00\|44.29\|48.86\|43.88\|47772;2026-05-14\|52.38\|7.20\|50.62\|53.75\|50.62\|81528;2026-05-15\|53.29\|1.74\|52.89\|55.00\|51.98\|65451;2026-05-18\|53.28\|-0.02\|52.50\|55.86\|51.00\|48358;2026-05-19\|55.96\|5.03\|53.18\|56.67\|52.31\|51329;2026-05-20\|55.31\|-1.16\|55.24\|56.49\|54.00\|52975;2026-05-21\|51.99\|-6.00\|54.45\|56.53\|51.49\|39790;2026-05-22\|55.22\|6.21\|52.18\|55.60\|51.33\|39211;2026-05-25\|54.15\|-1.94\|55.63\|56.00\|52.76\|33882;2026-05-26\|52.30\|-3.42\|53.63\|53.96\|51.81\|25006;2026-05-27\|51.24\|-2.03\|52.00\|55.00\|50.83\|31587;2026-05-28\|51.32\|0.16\|51.00\|51.67\|48.83\|29622;2026-05-29\|47.57\|-7.31\|51.01\|51.46\|46.60\|25312;2026-06-01\|46.80\|-1.62\|46.76\|48.96\|46.76\|18313;2026-06-02\|47.49\|1.47\|46.80\|47.70\|44.86\|19648;2026-06-03\|52.24\|10.00\|47.81\|52.24\|47.81\|9746;2026-06-04\|55.86\|6.93\|53.07\|57.46\|51.80\|84184;2026-06-05\|52.18\|-6.59\|55.00\|55.00\|51.80\|44274;2026-06-08\|48.20\|-7.63\|47.94\|51.00\|47.70\|26946;2026-06-09\|49.31\|2.30\|49.11\|49.90\|48.38\|26103;2026-06-10\|49.90\|1.20\|48.82\|50.25\|48.20\|25302;2026-06-11\|52.58\|5.37\|50.14\|54.89\|48.31\|58056;2026-06-12\|57.84\|10.00\|53.90\|57.84\|52.90\|100784;2026-06-15\|56.20\|-2.84\|58.00\|58.51\|53.33\|94622;2026-06-16\|53.01\|-5.68\|56.00\|56.00\|52.66\|78785;2026-06-17\|51.44\|-2.96\|51.91\|52.59\|50.20\|63547;2026-06-18\|50.41\|-2.00\|51.07\|51.07\|49.23\|41051;2026-06-22\|49.97\|-0.87\|50.82\|51.08\|48.43\|43454;2026-06-23\|52.97\|6.00\|49.00\|53.72\|48.70\|67856;2026-06-24\|49.44\|-6.66\|52.08\|54.40\|49.22\|59567;2026-06-25\|50.12\|1.38\|49.49\|51.50\|47.40\|50613;2026-06-26\|51.18\|2.11\|49.50\|51.50\|46.88\|57067;2026-06-29\|48.50\|-5.24\|51.55\|53.00\|48.08\|49318;2026-06-30\|53.35\|10.00\|47.50\|53.35\|47.11\|41333;2026-07-01\|58.69\|10.01\|55.50\|58.69\|54.10\|66624;2026-07-02\|60.37\|2.86\|57.46\|63.50\|55.50\|116218;2026-07-03\|57.27\|-5.13\|60.13\|61.72\|56.78\|70423;2026-07-06\|56.12\|-2.01\|57.98\|58.96\|54.10\|61209;2026-07-07\|55.24\|-1.57\|55.00\|57.70\|54.29\|47895;2026-07-08\|50.50\|-8.58\|54.11\|55.00\|50.00\|47757;2026-07-09\|51.87\|2.71\|51.74\|52.88\|49.16\|34011;2026-07-10\|50.08\|-3.45\|52.32\|54.16\|50.07\|35467
117849	美团发布基于国产算力训练的万亿参数大模型	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-03-03\|15.91\|-4.73\|16.80\|16.90\|15.84\|248160;2026-03-04\|14.74\|-7.35\|15.72\|15.89\|14.60\|449584;2026-03-05\|15.19\|3.05\|14.99\|15.70\|14.81\|355789;2026-03-06\|14.76\|-2.83\|14.99\|15.08\|14.70\|258706;2026-03-09\|14.38\|-2.57\|14.45\|14.47\|14.00\|224236;2026-03-10\|14.62\|1.67\|14.58\|14.78\|14.47\|160042;2026-03-11\|14.50\|-0.82\|14.63\|14.72\|14.41\|170842;2026-03-12\|14.30\|-1.38\|14.44\|14.56\|14.22\|154317;2026-03-13\|14.24\|-0.42\|14.20\|14.48\|14.04\|184736;2026-03-16\|14.29\|0.35\|14.19\|14.34\|14.00\|163787;2026-03-17\|14.01\|-1.96\|14.34\|14.37\|14.01\|116465;2026-03-18\|14.07\|0.43\|14.09\|14.15\|13.90\|121468;2026-03-19\|13.75\|-2.27\|13.89\|13.89\|13.67\|142307;2026-03-20\|13.52\|-1.67\|13.76\|13.94\|13.52\|134485;2026-03-23\|12.90\|-4.59\|13.46\|13.48\|12.70\|187432;2026-03-24\|13.16\|2.02\|13.10\|13.18\|12.82\|120513;2026-03-25\|13.30\|1.06\|13.24\|13.39\|13.16\|117246;2026-03-26\|13.09\|-1.58\|13.25\|13.31\|12.92\|99274;2026-03-27\|13.15\|0.46\|13.01\|13.25\|12.91\|85284;2026-03-30\|13.14\|-0.08\|13.00\|13.21\|12.81\|86420;2026-03-31\|12.96\|-1.37\|13.23\|13.26\|12.95\|97785;2026-04-01\|13.13\|1.31\|13.21\|13.27\|13.01\|94263;2026-04-02\|12.87\|-1.98\|13.13\|13.13\|12.73\|108415;2026-04-03\|12.78\|-0.70\|12.90\|12.98\|12.74\|73820;2026-04-07\|12.95\|1.33\|12.82\|13.08\|12.78\|103467;2026-04-08\|13.44\|3.78\|13.20\|13.47\|13.20\|143762;2026-04-09\|13.06\|-2.83\|13.30\|13.35\|13.05\|138874;2026-04-10\|13.15\|0.69\|13.20\|13.39\|13.13\|107627;2026-04-13\|13.11\|-0.30\|13.12\|13.24\|13.02\|91908;2026-04-14\|13.22\|0.84\|13.24\|13.29\|13.12\|111873;2026-04-15\|13.17\|-0.38\|13.29\|13.37\|13.15\|117891;2026-04-16\|13.29\|0.91\|13.18\|13.33\|13.12\|105150;2026-04-17\|13.45\|1.20\|13.31\|13.49\|13.21\|125611;2026-04-20\|13.51\|0.45\|13.40\|13.63\|13.38\|130914;2026-04-21\|13.27\|-1.78\|13.42\|13.53\|13.22\|128948;2026-04-22\|13.46\|1.43\|13.21\|13.52\|13.21\|127351;2026-04-23\|13.26\|-1.49\|13.43\|13.65\|13.23\|140267;2026-04-24\|13.31\|0.38\|13.26\|13.43\|13.20\|115615;2026-04-27\|13.53\|1.65\|13.33\|13.59\|13.08\|164764;2026-04-28\|13.05\|-3.55\|13.43\|13.60\|12.98\|221163;2026-04-29\|13.28\|1.76\|12.99\|13.33\|12.92\|134812;2026-04-30\|13.79\|3.84\|13.55\|13.89\|13.51\|293345;2026-05-06\|14.01\|1.60\|13.99\|14.54\|13.98\|343270;2026-05-07\|14.10\|0.64\|14.12\|14.21\|13.92\|206327;2026-05-08\|14.50\|2.84\|14.00\|14.67\|13.93\|336958;2026-05-11\|14.68\|1.24\|14.55\|14.85\|14.47\|288053;2026-05-12\|14.56\|-0.82\|14.68\|14.78\|14.38\|226395;2026-05-13\|14.62\|0.41\|14.43\|14.68\|14.27\|286417;2026-05-14\|14.50\|-0.82\|14.65\|14.70\|14.30\|291990;2026-05-15\|14.55\|0.34\|14.51\|15.00\|14.23\|384797;2026-05-18\|14.51\|-0.27\|14.50\|14.75\|14.21\|262701;2026-05-19\|14.96\|3.10\|14.40\|14.99\|14.28\|288012;2026-05-20\|15.39\|2.87\|15.00\|15.55\|14.91\|430506;2026-05-21\|14.57\|-5.33\|15.57\|15.68\|14.50\|447114;2026-05-22\|14.97\|2.75\|14.69\|15.06\|14.45\|335929;2026-05-25\|15.38\|2.74\|14.90\|15.45\|14.65\|362907;2026-05-26\|15.21\|-1.11\|15.56\|15.78\|14.85\|365880;2026-05-27\|15.22\|0.07\|15.09\|15.79\|15.05\|419604;2026-05-28\|15.43\|1.38\|15.10\|15.49\|14.75\|400343;2026-05-29\|14.49\|-6.09\|15.60\|15.96\|14.36\|637810;2026-06-01\|13.88\|-4.21\|14.33\|14.68\|13.85\|392317;2026-06-02\|13.61\|-1.95\|13.88\|14.07\|13.60\|296704;2026-06-03\|13.67\|0.44\|13.62\|14.16\|13.53\|303097;2026-06-04\|13.88\|1.54\|13.51\|14.54\|13.36\|314173;2026-06-05\|13.80\|-0.58\|13.73\|14.20\|13.23\|289280;2026-06-08\|13.08\|-5.22\|13.37\|13.65\|12.92\|297125;2026-06-09\|13.58\|3.82\|13.28\|13.60\|12.99\|278815;2026-06-10\|13.32\|-1.91\|13.40\|13.85\|13.08\|262198;2026-06-11\|13.27\|-0.38\|13.24\|13.50\|12.95\|262601;2026-06-12\|13.29\|0.15\|13.46\|13.93\|13.08\|435319;2026-06-15\|13.96\|5.04\|13.27\|13.98\|13.23\|348311;2026-06-16\|14.07\|0.79\|13.93\|14.13\|13.77\|254959;2026-06-17\|14.52\|3.20\|13.98\|14.66\|13.86\|312146;2026-06-18\|14.37\|-1.03\|14.42\|14.61\|14.28\|279700;2026-06-22\|14.11\|-1.81\|14.39\|14.50\|13.72\|339678;2026-06-23\|14.40\|2.06\|13.97\|14.93\|13.77\|408086;2026-06-24\|15.70\|9.03\|15.11\|16.35\|15.11\|787585;2026-06-25\|15.65\|-0.32\|15.73\|15.80\|15.24\|517866;2026-06-26\|15.50\|-0.96\|15.42\|15.97\|14.80\|512637;2026-06-29\|17.53\|13.10\|15.85\|17.86\|15.51\|1010528;2026-06-30\|21.04\|20.02\|18.06\|21.04\|17.89\|868276;2026-07-01\|25.25\|20.01\|22.50\|25.25\|22.49\|1758041;2026-07-02\|24.46\|-3.13\|24.00\|25.89\|23.58\|1258820;2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|80685694
117848	美团发布基于国产算力训练的万亿参数大模型	光刻胶原料+风电+券商看好+一季报增长 1、据2026年6月15日互动易，公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段，该产品填补国内空白；此外，2-乙烯基萘亦为光刻胶用原料，正有序推进验证相关工作。 2、据招股说明书及2026年6月12日审核问询函回复，公司主营高分子新材料特种单体，其中甲基苯乙烯主要用于风电电机绝缘系统处理，该领域需求具有刚性。 3、据2026年6月14日东方证券研报，首次覆盖给予“买入”评级，预测公司2026-2028年EPS为0.56、1.16和1.60元，认为产能扩张与技术升级将驱动业绩高速增长。 4、据2026年4月25日公告，公司2026年一季度实现营收3.89亿元，同比增长57.93%；归母净利润8130.15万元，同比增长129.78%。	公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段	2026-03-03\|18.33\|-5.12\|19.42\|19.59\|18.20\|92472;2026-03-04\|18.36\|0.16\|17.94\|18.51\|17.91\|61895;2026-03-05\|18.38\|0.11\|18.57\|18.74\|18.30\|32303;2026-03-06\|18.75\|2.01\|18.29\|18.81\|18.21\|47149;2026-03-09\|18.25\|-2.67\|18.75\|18.75\|17.70\|46652;2026-03-10\|18.70\|2.47\|18.44\|18.72\|18.26\|32500;2026-03-11\|18.86\|0.86\|18.60\|19.04\|18.56\|42943;2026-03-12\|18.76\|-0.53\|18.86\|19.20\|18.65\|44219;2026-03-13\|18.57\|-1.01\|18.65\|18.97\|18.55\|30900;2026-03-16\|18.78\|1.13\|18.50\|18.88\|18.46\|28340;2026-03-17\|18.09\|-3.67\|18.78\|18.82\|18.09\|28376;2026-03-18\|18.70\|3.37\|17.99\|18.77\|17.99\|36624;2026-03-19\|18.07\|-3.37\|18.55\|18.59\|17.95\|29984;2026-03-20\|17.55\|-2.88\|18.00\|18.20\|17.53\|26210;2026-03-23\|16.23\|-7.52\|17.42\|17.42\|16.13\|37873;2026-03-24\|16.84\|3.76\|16.63\|16.84\|16.19\|23014;2026-03-25\|17.19\|2.08\|17.10\|17.36\|16.85\|20072;2026-03-26\|16.90\|-1.69\|17.18\|17.29\|16.78\|20432;2026-03-27\|17.21\|1.83\|16.63\|17.40\|16.62\|16004;2026-03-30\|17.31\|0.58\|16.98\|17.45\|16.96\|22417;2026-03-31\|16.99\|-1.85\|17.27\|17.45\|16.97\|16724;2026-04-01\|17.29\|1.77\|17.22\|17.45\|17.18\|18813;2026-04-02\|17.12\|-0.98\|17.38\|17.38\|17.02\|15599;2026-04-03\|16.99\|-0.76\|17.01\|17.37\|16.95\|21409;2026-04-07\|17.20\|1.24\|17.11\|17.34\|16.99\|15953;2026-04-08\|17.67\|2.73\|17.38\|17.73\|17.38\|27440;2026-04-09\|17.79\|0.68\|17.55\|18.07\|17.49\|32267;2026-04-10\|18.12\|1.85\|17.99\|18.25\|17.79\|27510;2026-04-13\|18.26\|0.77\|18.21\|18.51\|17.99\|35293;2026-04-14\|18.18\|-0.44\|18.41\|18.50\|18.09\|23668;2026-04-15\|18.00\|-0.99\|18.35\|18.36\|17.91\|21471;2026-04-16\|18.00\|0.00\|17.96\|18.12\|17.86\|18167;2026-04-17\|18.26\|1.44\|17.99\|18.37\|17.91\|25718;2026-04-20\|18.18\|-0.44\|18.26\|18.34\|18.09\|22369;2026-04-21\|18.79\|3.36\|18.10\|18.87\|18.10\|44743;2026-04-22\|18.63\|-0.85\|18.61\|18.81\|18.47\|27685;2026-04-23\|18.60\|-0.16\|18.70\|19.11\|18.48\|34230;2026-04-24\|19.53\|5.00\|18.41\|19.85\|18.41\|79930;2026-04-27\|21.48\|9.98\|20.50\|21.48\|20.50\|78688;2026-04-28\|22.50\|4.75\|22.22\|23.27\|21.02\|252476;2026-04-29\|22.66\|0.71\|22.45\|22.98\|22.33\|175575;2026-04-30\|22.07\|-2.60\|22.36\|23.30\|22.07\|108058;2026-05-06\|22.84\|3.49\|22.05\|23.10\|22.00\|130331;2026-05-07\|23.28\|1.93\|22.82\|23.58\|22.51\|90681;2026-05-08\|23.74\|1.98\|23.00\|23.94\|23.00\|84332;2026-05-11\|24.08\|1.43\|23.50\|24.10\|23.15\|76536;2026-05-12\|23.99\|-0.37\|24.08\|24.28\|23.61\|57699;2026-05-13\|24.30\|1.29\|23.79\|24.43\|23.47\|62440;2026-05-14\|24.80\|2.06\|24.50\|26.50\|24.50\|92352;2026-05-15\|25.53\|2.94\|25.10\|25.98\|25.01\|98512;2026-05-18\|27.03\|5.88\|25.07\|27.03\|24.68\|124224;2026-05-19\|28.14\|4.11\|26.49\|28.28\|25.70\|173245;2026-05-20\|28.18\|0.14\|27.17\|29.20\|26.84\|154275;2026-05-21\|25.97\|-7.84\|28.01\|28.66\|25.75\|168857;2026-05-22\|26.39\|1.62\|26.49\|26.96\|25.80\|120028;2026-05-25\|26.93\|2.05\|26.38\|27.59\|26.37\|106893;2026-05-26\|25.84\|-4.05\|26.67\|26.99\|25.22\|118376;2026-05-27\|25.16\|-2.63\|25.67\|26.60\|24.84\|76915;2026-05-28\|25.21\|0.36\|25.02\|25.82\|24.96\|55512;2026-05-29\|24.18\|-4.09\|25.28\|25.40\|24.00\|98906;2026-06-01\|24.23\|0.21\|23.80\|24.74\|23.80\|73656;2026-06-02\|23.86\|-1.53\|24.11\|24.23\|23.22\|51308;2026-06-03\|24.28\|1.76\|23.90\|24.70\|23.87\|51989;2026-06-04\|24.25\|-0.12\|24.03\|24.65\|23.94\|44837;2026-06-05\|24.30\|0.21\|24.04\|24.86\|23.52\|51828;2026-06-08\|23.26\|-4.28\|23.89\|23.90\|23.00\|61199;2026-06-09\|23.68\|1.81\|23.30\|23.91\|23.30\|48371;2026-06-10\|24.83\|4.86\|23.60\|25.23\|23.37\|90691;2026-06-11\|24.45\|-1.53\|24.47\|25.05\|24.05\|59724;2026-06-12\|24.21\|-0.98\|24.76\|25.27\|24.01\|65412;2026-06-15\|25.80\|6.57\|24.40\|25.80\|24.22\|108663;2026-06-16\|28.38\|10.00\|26.11\|28.38\|25.81\|106529;2026-06-17\|28.40\|0.07\|28.10\|28.48\|26.91\|122801;2026-06-18\|28.72\|1.13\|28.26\|28.98\|28.00\|81670;2026-06-22\|29.72\|3.48\|28.75\|30.50\|28.75\|98818;2026-06-23\|30.80\|3.63\|30.35\|31.69\|29.51\|132937;2026-06-24\|30.58\|-0.71\|29.90\|30.72\|28.82\|113314;2026-06-25\|30.72\|0.46\|31.15\|31.19\|29.35\|95314;2026-06-26\|30.83\|0.36\|30.50\|32.20\|30.40\|118650;2026-06-29\|29.76\|-3.47\|30.90\|31.30\|28.82\|118693;2026-06-30\|32.74\|10.01\|29.74\|32.74\|29.71\|56888;2026-07-01\|31.61\|-3.45\|34.00\|34.00\|31.30\|165080;2026-07-02\|31.36\|-0.79\|30.50\|32.70\|30.01\|112254;2026-07-03\|28.87\|-7.94\|30.24\|31.40\|28.87\|117068;2026-07-06\|29.02\|0.52\|29.19\|29.80\|28.20\|83780;2026-07-07\|28.18\|-2.89\|29.00\|29.00\|27.78\|56536;2026-07-08\|27.46\|-2.56\|28.34\|28.56\|26.78\|61586;2026-07-09\|28.20\|2.69\|27.69\|28.22\|27.07\|53180;2026-07-10\|26.80\|-4.96\|28.07\|28.90\|26.80\|81915
117847	美团发布基于国产算力训练的万亿参数大模型	先进封装+UTG折叠屏贴合+京东方订单+AMOLED 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月12日投资者关系活动记录表，公司围绕先进封装制程及第三代半导体相关设备方向持续开展技术研发与市场前瞻布局，部分半导体封测设备已实现小批量订单落地及客户导入；据2025年年度报告，公司已完成高精度显示芯片倒装键合机等设备研发并形成销售订单。 2、据2026年5月12日投资者关系活动记录表，公司是全球少数掌握UTG超薄柔性玻璃高精度真空贴合全链路技术的企业，相关设备已向行业头部客户批量出货；据2026年5月27日互动易，公司折叠屏UTG超薄柔性玻璃贴附设备已实现批量出货。 3、据2026年5月12日投资者关系活动记录表，公司推出的AMOLED G8.6代中前段工艺贴膜设备打破国外技术垄断，已中标京东方8.6代AMOLED产线大额订单；据2026年6月1日互动易，公司与京东方存在业务合作关系。	公司围绕先进封装制程及第三代半导体相关设备方向持续开展技术研发与市场前瞻布局，部分半导体封测设备已实现小批量订单落地及客户导入	2026-03-03\|32.66\|-4.25\|34.07\|34.34\|32.60\|76977;2026-03-04\|33.11\|1.38\|32.42\|33.90\|32.24\|76138;2026-03-05\|35.28\|6.55\|33.90\|35.98\|33.90\|193982;2026-03-06\|33.96\|-3.74\|35.00\|35.10\|33.66\|127502;2026-03-09\|33.71\|-0.74\|32.90\|33.93\|32.00\|102824;2026-03-10\|36.48\|8.22\|35.21\|38.50\|35.00\|239379;2026-03-11\|36.48\|0.00\|36.46\|37.02\|36.05\|153600;2026-03-12\|35.89\|-1.62\|36.44\|37.00\|35.50\|107559;2026-03-13\|35.59\|-0.84\|35.40\|36.60\|35.00\|98528;2026-03-16\|35.21\|-1.07\|35.50\|35.59\|34.12\|67129;2026-03-17\|33.13\|-5.91\|35.36\|35.59\|33.08\|87176;2026-03-18\|34.19\|3.20\|33.48\|34.37\|33.35\|68865;2026-03-19\|34.10\|-0.26\|33.53\|34.71\|32.90\|92461;2026-03-20\|32.35\|-5.13\|34.48\|34.69\|32.22\|97399;2026-03-23\|29.63\|-8.41\|31.40\|31.64\|29.17\|115811;2026-03-24\|30.82\|4.02\|30.23\|30.98\|29.21\|94125;2026-03-25\|31.15\|1.07\|30.98\|31.80\|30.82\|82524;2026-03-26\|29.95\|-3.85\|30.94\|31.09\|29.74\|64056;2026-03-27\|30.13\|0.60\|29.21\|30.70\|29.21\|51487;2026-03-30\|30.31\|0.60\|29.49\|30.45\|29.01\|53578;2026-03-31\|30.35\|0.13\|30.14\|31.43\|29.82\|90536;2026-04-01\|31.16\|2.67\|31.39\|31.58\|30.74\|80094;2026-04-02\|30.16\|-3.21\|30.99\|31.14\|29.91\|53331;2026-04-03\|30.11\|-0.17\|30.40\|30.65\|29.89\|51664;2026-04-07\|31.67\|5.18\|31.45\|33.25\|31.02\|163484;2026-04-08\|33.19\|4.80\|32.24\|33.22\|32.00\|115554;2026-04-09\|32.92\|-0.81\|32.50\|33.45\|32.41\|69234;2026-04-10\|32.74\|-0.55\|33.19\|33.56\|32.74\|68478;2026-04-13\|32.47\|-0.82\|32.30\|33.00\|32.14\|48284;2026-04-14\|32.41\|-0.18\|33.05\|33.29\|31.96\|63797;2026-04-15\|32.53\|0.37\|32.80\|33.49\|32.40\|78493;2026-04-16\|32.57\|0.12\|32.52\|32.71\|32.08\|64467;2026-04-17\|32.72\|0.46\|32.25\|33.15\|32.16\|61440;2026-04-20\|32.54\|-0.55\|32.59\|33.18\|32.28\|62216;2026-04-21\|31.81\|-2.24\|32.50\|32.54\|31.55\|63693;2026-04-22\|32.86\|3.30\|31.57\|33.10\|31.51\|74563;2026-04-23\|31.47\|-4.23\|32.55\|32.90\|31.15\|100202;2026-04-24\|32.06\|1.87\|31.26\|32.44\|30.68\|84637;2026-04-27\|33.46\|4.37\|31.94\|33.72\|31.94\|95671;2026-04-28\|33.30\|-0.48\|33.14\|33.90\|32.88\|81422;2026-04-29\|33.80\|1.50\|33.05\|34.43\|32.82\|102958;2026-04-30\|33.92\|0.35\|34.00\|34.34\|33.53\|82747;2026-05-06\|34.06\|0.41\|34.22\|34.39\|33.87\|90887;2026-05-07\|34.63\|1.67\|34.09\|34.97\|33.88\|86498;2026-05-08\|34.93\|0.87\|34.30\|35.11\|34.21\|80323;2026-05-11\|34.95\|0.06\|34.92\|35.24\|34.42\|81182;2026-05-12\|34.76\|-0.54\|34.92\|35.34\|34.21\|77434;2026-05-13\|35.43\|1.93\|34.42\|35.61\|34.22\|86996;2026-05-14\|34.34\|-3.08\|35.33\|35.39\|34.34\|77595;2026-05-15\|34.77\|1.25\|34.34\|35.79\|34.05\|110805;2026-05-18\|35.28\|1.47\|34.78\|35.60\|34.46\|90234;2026-05-19\|36.55\|3.60\|34.93\|37.19\|34.50\|145306;2026-05-20\|37.10\|1.50\|36.46\|37.66\|36.18\|134114;2026-05-21\|34.84\|-6.09\|38.45\|40.83\|34.62\|241508;2026-05-22\|35.91\|3.07\|35.19\|36.16\|34.03\|160525;2026-05-25\|37.40\|4.15\|35.77\|37.48\|35.17\|158327;2026-05-26\|36.24\|-3.10\|36.99\|37.10\|35.50\|103112;2026-05-27\|34.76\|-4.08\|36.31\|36.62\|34.42\|103926;2026-05-28\|36.52\|5.06\|35.49\|37.80\|35.39\|153365;2026-05-29\|33.15\|-8.98\|36.17\|36.42\|32.80\|164829;2026-06-01\|33.74\|1.78\|32.71\|34.29\|32.64\|96445;2026-06-02\|34.60\|2.55\|33.53\|35.73\|33.53\|112856;2026-06-03\|33.50\|-3.18\|34.47\|35.04\|33.02\|102838;2026-06-04\|34.18\|2.03\|33.02\|34.49\|32.75\|98322;2026-06-05\|36.12\|5.68\|34.00\|37.36\|32.90\|197486;2026-06-08\|35.80\|-0.89\|34.90\|37.99\|34.87\|163600;2026-06-09\|36.40\|1.68\|36.44\|36.60\|35.01\|142611;2026-06-10\|35.92\|-1.32\|35.67\|37.19\|35.64\|146108;2026-06-11\|34.60\|-3.67\|35.68\|36.21\|34.09\|114574;2026-06-12\|32.88\|-4.97\|35.27\|36.95\|32.44\|165782;2026-06-15\|35.46\|7.85\|33.33\|35.58\|33.33\|167280;2026-06-16\|37.21\|4.94\|35.12\|37.80\|34.86\|160165;2026-06-17\|38.19\|2.63\|36.73\|38.66\|36.51\|146231;2026-06-18\|37.56\|-1.65\|37.80\|38.20\|37.20\|109297;2026-06-22\|38.38\|2.18\|38.57\|41.68\|37.15\|208856;2026-06-23\|37.75\|-1.64\|38.40\|39.37\|37.40\|123028;2026-06-24\|37.47\|-0.74\|37.19\|37.87\|36.35\|107612;2026-06-25\|37.85\|1.01\|38.04\|39.50\|35.95\|151556;2026-06-26\|39.28\|3.78\|38.25\|41.17\|36.64\|244167;2026-06-29\|38.50\|-1.99\|39.00\|41.41\|36.66\|238687;2026-06-30\|46.20\|20.00\|40.06\|46.20\|40.06\|194225;2026-07-01\|43.17\|-6.56\|47.54\|48.20\|42.65\|412937;2026-07-02\|41.88\|-2.99\|41.71\|44.80\|40.04\|319450;2026-07-03\|41.49\|-0.93\|42.55\|43.50\|40.05\|268706;2026-07-06\|36.95\|-10.94\|41.00\|41.66\|36.83\|216750;2026-07-07\|35.15\|-4.87\|36.48\|37.25\|34.68\|151484;2026-07-08\|32.96\|-6.23\|34.87\|35.40\|32.78\|142648;2026-07-09\|33.50\|1.64\|33.55\|34.10\|31.64\|144299;2026-07-10\|32.32\|-3.52\|33.83\|34.38\|32.30\|140609
117846	美团发布基于国产算力训练的万亿参数大模型	光刻胶+拟收购金张科技+合肥国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月30日公告，公司披露了发行股份及支付现金购买金张科技58.33%股权的重组报告书修订稿，交易对价6.999亿元；据2026年6月2日互动易，深交所已恢复审核，公司全力推进本次并购。标的公司是电子制程精密功能膜领域少数具备批量供货能力的厂商，已向维信诺、无锡三星等头部厂商批量供货。 2、据2025年年报，公司光敏聚酰亚胺PSPI光刻胶处于实验室阶段，与中国科大先研院共建联合实验室协同研发；据2026年6月2日互动易，产品技术壁垒高、工艺难度大，产业化落地需要合理周期。 3、据公司年报及公开信息，公司实控人为合肥市人民政府国有资产监督管理委员会，是合肥国资旗下新材料上市平台，主业涵盖双向拉伸聚丙烯薄膜及聚酰亚胺薄膜，并向电子信息用膜及芯屏材料转型。	公司半导体封装用光敏聚酰亚胺（PSPI）光刻胶研发取得阶段性成果，目前已处于实验室送样检测阶段	2026-03-03\|10.65\|-6.41\|11.39\|11.45\|10.65\|664891;2026-03-04\|10.67\|0.19\|10.60\|10.96\|10.60\|436420;2026-03-05\|10.87\|1.87\|10.90\|11.08\|10.83\|448954;2026-03-06\|10.64\|-2.12\|10.79\|10.89\|10.62\|363688;2026-03-09\|10.34\|-2.82\|10.40\|10.50\|10.08\|439790;2026-03-10\|10.59\|2.42\|10.52\|10.63\|10.41\|330273;2026-03-11\|10.40\|-1.79\|10.59\|10.80\|10.38\|381611;2026-03-12\|10.67\|2.60\|10.40\|11.15\|10.33\|812922;2026-03-13\|10.81\|1.31\|10.51\|11.11\|10.46\|720570;2026-03-16\|11.05\|2.22\|10.57\|11.13\|10.57\|664734;2026-03-17\|10.36\|-6.24\|10.96\|10.99\|10.36\|564274;2026-03-18\|10.23\|-1.25\|10.33\|10.44\|9.96\|388124;2026-03-19\|9.82\|-4.01\|10.04\|10.13\|9.77\|390940;2026-03-20\|9.69\|-1.32\|9.90\|10.14\|9.64\|429668;2026-03-23\|9.06\|-6.50\|9.37\|9.54\|8.98\|466859;2026-03-24\|9.40\|3.75\|9.34\|9.42\|9.02\|364774;2026-03-25\|10.34\|10.00\|10.34\|10.34\|10.34\|217608;2026-03-26\|9.99\|-3.38\|10.13\|10.33\|9.94\|572411;2026-03-27\|10.32\|3.30\|10.00\|10.45\|9.91\|583334;2026-03-30\|10.40\|0.78\|10.02\|10.55\|10.02\|497052;2026-03-31\|10.08\|-3.08\|10.33\|10.38\|10.07\|368000;2026-04-01\|9.84\|-2.38\|10.01\|10.15\|9.73\|457026;2026-04-02\|9.70\|-1.42\|9.78\|9.95\|9.67\|311331;2026-04-03\|9.55\|-1.55\|9.69\|9.87\|9.50\|289490;2026-04-07\|9.65\|1.05\|9.58\|9.79\|9.54\|241746;2026-04-08\|10.01\|3.73\|9.80\|10.01\|9.70\|397482;2026-04-09\|9.76\|-2.50\|9.85\|9.98\|9.74\|301610;2026-04-10\|9.67\|-0.92\|9.89\|10.05\|9.66\|352832;2026-04-13\|9.62\|-0.52\|9.50\|9.64\|9.48\|221876;2026-04-14\|9.70\|0.83\|9.67\|9.75\|9.58\|232138;2026-04-15\|9.48\|-2.27\|9.80\|9.81\|9.46\|236339;2026-04-16\|9.61\|1.37\|9.49\|9.67\|9.36\|292315;2026-04-17\|9.79\|1.87\|9.61\|9.80\|9.48\|331177;2026-04-20\|9.79\|0.00\|9.76\|9.91\|9.60\|367943;2026-04-21\|10.07\|2.86\|10.30\|10.35\|9.81\|844498;2026-04-22\|9.73\|-3.38\|10.00\|10.15\|9.66\|558515;2026-04-23\|9.51\|-2.26\|9.90\|9.98\|9.51\|444607;2026-04-24\|9.21\|-3.15\|9.40\|9.69\|9.17\|385680;2026-04-27\|9.06\|-1.63\|9.10\|9.25\|9.02\|291166;2026-04-28\|8.91\|-1.66\|9.01\|9.08\|8.81\|297109;2026-04-29\|8.90\|-0.11\|8.82\|8.97\|8.75\|260284;2026-04-30\|9.04\|1.57\|8.92\|9.28\|8.92\|291001;2026-05-06\|9.23\|2.10\|9.06\|9.31\|9.05\|336026;2026-05-07\|9.27\|0.43\|9.21\|9.34\|9.12\|278919;2026-05-08\|9.29\|0.22\|9.23\|9.32\|9.14\|248355;2026-05-11\|9.43\|1.51\|9.31\|9.54\|9.25\|339903;2026-05-12\|9.28\|-1.59\|9.36\|9.40\|9.11\|277914;2026-05-13\|9.43\|1.62\|9.20\|9.48\|9.14\|303008;2026-05-14\|9.22\|-2.23\|9.43\|9.54\|9.21\|284595;2026-05-15\|9.11\|-1.19\|9.38\|9.41\|9.00\|376468;2026-05-18\|9.71\|6.59\|9.35\|10.00\|9.12\|944439;2026-05-19\|9.57\|-1.44\|9.40\|9.77\|9.39\|582993;2026-05-20\|10.53\|10.03\|9.48\|10.53\|9.45\|923016;2026-05-21\|10.34\|-1.80\|10.60\|10.89\|10.20\|1541432;2026-05-22\|10.82\|4.64\|10.50\|10.85\|10.30\|1042459;2026-05-25\|11.19\|3.42\|10.70\|11.69\|10.66\|1231265;2026-05-26\|10.41\|-6.97\|10.99\|11.00\|10.08\|961145;2026-05-27\|9.74\|-6.44\|10.20\|10.50\|9.70\|676460;2026-05-28\|10.71\|9.96\|9.74\|10.71\|9.65\|779121;2026-05-29\|10.78\|0.65\|10.70\|11.40\|10.51\|1302218;2026-06-01\|10.53\|-2.32\|10.65\|10.89\|10.43\|730287;2026-06-02\|10.32\|-1.99\|10.45\|10.51\|10.09\|554312;2026-06-03\|10.06\|-2.52\|10.29\|10.52\|9.90\|644771;2026-06-04\|10.45\|3.88\|9.96\|10.70\|9.76\|757785;2026-06-05\|10.75\|2.87\|10.15\|10.96\|9.92\|930223;2026-06-08\|10.47\|-2.60\|10.33\|10.68\|10.27\|532213;2026-06-09\|11.17\|6.69\|10.62\|11.17\|10.55\|944444;2026-06-10\|11.37\|1.79\|10.90\|12.19\|10.86\|1378214;2026-06-11\|11.51\|1.23\|11.00\|11.73\|10.90\|1089718;2026-06-12\|10.76\|-6.52\|11.55\|11.80\|10.71\|995122;2026-06-15\|11.13\|3.44\|10.99\|11.18\|10.76\|641090;2026-06-16\|11.60\|4.22\|11.01\|12.10\|10.94\|954422;2026-06-17\|11.84\|2.07\|11.40\|11.90\|11.35\|947869;2026-06-18\|11.41\|-3.63\|11.63\|11.93\|11.40\|697083;2026-06-22\|11.27\|-1.23\|11.30\|11.44\|10.87\|606021;2026-06-23\|12.01\|6.57\|11.36\|12.13\|11.29\|1173771;2026-06-24\|11.95\|-0.50\|11.81\|12.11\|11.42\|839060;2026-06-25\|11.25\|-5.86\|11.85\|11.85\|11.07\|797990;2026-06-26\|10.13\|-9.96\|11.08\|11.09\|10.13\|802298;2026-06-29\|9.12\|-9.97\|9.70\|9.85\|9.12\|679282;2026-06-30\|10.03\|9.98\|9.41\|10.03\|9.28\|311881;2026-07-01\|10.44\|4.09\|10.27\|10.70\|10.23\|736462;2026-07-02\|9.93\|-4.89\|10.30\|10.42\|9.91\|562000;2026-07-03\|9.51\|-4.23\|10.00\|10.12\|9.51\|433535;2026-07-06\|9.30\|-2.21\|9.59\|9.66\|9.08\|424448;2026-07-07\|9.00\|-3.23\|9.31\|9.39\|8.95\|340910;2026-07-08\|8.46\|-6.00\|9.00\|9.02\|8.44\|378985;2026-07-09\|8.64\|2.13\|8.51\|8.73\|8.18\|375940;2026-07-10\|8.62\|-0.23\|8.66\|8.88\|8.61\|360932
117845	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-03-03\|13.38\|-8.73\|14.69\|14.74\|13.32\|604882;2026-03-04\|13.44\|0.45\|13.36\|13.90\|13.30\|348121;2026-03-05\|14.02\|4.32\|13.82\|14.28\|13.82\|468029;2026-03-06\|14.76\|5.28\|13.93\|15.30\|13.80\|704129;2026-03-09\|14.73\|-0.20\|14.29\|14.79\|14.10\|490063;2026-03-10\|15.18\|3.06\|14.95\|15.35\|14.83\|436283;2026-03-11\|16.06\|5.80\|15.12\|16.70\|15.10\|1473244;2026-03-12\|15.91\|-0.93\|16.10\|16.48\|15.83\|842461;2026-03-13\|15.44\|-2.95\|15.92\|16.03\|15.41\|501445;2026-03-16\|16.09\|4.21\|15.41\|16.35\|15.39\|655926;2026-03-17\|15.53\|-3.48\|16.11\|16.21\|15.50\|433401;2026-03-18\|16.58\|6.76\|15.79\|16.71\|15.75\|874968;2026-03-19\|15.84\|-4.46\|16.06\|16.16\|15.74\|593336;2026-03-20\|14.94\|-5.68\|15.92\|16.01\|14.89\|578781;2026-03-23\|13.69\|-8.37\|14.51\|14.78\|13.54\|600764;2026-03-24\|14.85\|8.47\|14.00\|15.06\|13.06\|1037256;2026-03-25\|14.85\|0.00\|15.10\|15.35\|14.65\|728356;2026-03-26\|14.30\|-3.70\|14.66\|14.72\|14.24\|428819;2026-03-27\|14.45\|1.05\|13.92\|14.72\|13.68\|527137;2026-03-30\|14.37\|-0.55\|14.01\|14.55\|13.97\|327156;2026-03-31\|13.47\|-6.26\|14.36\|14.36\|13.39\|633411;2026-04-01\|13.71\|1.78\|14.03\|14.20\|13.58\|420833;2026-04-02\|12.95\|-5.54\|13.87\|13.87\|12.88\|493638;2026-04-03\|12.42\|-4.09\|13.10\|13.17\|12.41\|366308;2026-04-07\|12.90\|3.86\|12.61\|12.99\|12.53\|340685;2026-04-08\|13.66\|5.89\|13.31\|13.69\|13.20\|440601;2026-04-09\|13.92\|1.90\|13.41\|14.16\|13.40\|513645;2026-04-10\|14.05\|0.93\|14.18\|14.49\|14.05\|494608;2026-04-13\|14.21\|1.14\|13.89\|14.51\|13.86\|352714;2026-04-14\|14.52\|2.18\|14.39\|14.79\|14.22\|576956;2026-04-15\|14.69\|1.17\|14.46\|15.41\|14.31\|852864;2026-04-16\|14.94\|1.70\|14.66\|15.14\|14.40\|423845;2026-04-17\|15.30\|2.41\|14.80\|15.52\|14.75\|519903;2026-04-20\|15.94\|4.18\|15.15\|16.15\|15.12\|742686;2026-04-21\|15.51\|-2.70\|15.83\|15.94\|15.38\|463665;2026-04-22\|15.42\|-0.58\|15.40\|15.55\|15.15\|351915;2026-04-23\|14.74\|-4.41\|15.56\|15.66\|14.70\|438954;2026-04-24\|14.41\|-2.24\|14.60\|14.88\|14.24\|344821;2026-04-27\|14.16\|-1.73\|14.40\|14.58\|14.12\|361870;2026-04-28\|14.08\|-0.56\|14.20\|14.35\|13.94\|330176;2026-04-29\|13.74\|-2.41\|13.38\|13.85\|13.26\|540344;2026-04-30\|14.52\|5.68\|13.83\|14.94\|13.47\|741167;2026-05-06\|15.07\|3.79\|14.90\|15.38\|14.80\|736677;2026-05-07\|15.08\|0.07\|15.06\|15.25\|14.93\|482358;2026-05-08\|14.96\|-0.80\|14.88\|15.15\|14.75\|344875;2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788
117844	美团发布基于国产算力训练的万亿参数大模型	半导体封装材料+引线框架满产+回购行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-03-03\|22.22\|-1.86\|22.75\|24.15\|22.20\|462697;2026-03-04\|22.23\|0.04\|21.82\|22.79\|21.82\|251924;2026-03-05\|22.25\|0.09\|22.73\|22.87\|22.12\|247293;2026-03-06\|22.00\|-1.12\|21.23\|22.18\|21.21\|273953;2026-03-09\|21.81\|-0.86\|21.40\|21.96\|20.91\|224327;2026-03-10\|22.39\|2.66\|22.20\|22.46\|21.95\|204418;2026-03-11\|21.95\|-1.97\|22.33\|22.65\|21.88\|171350;2026-03-12\|21.40\|-2.51\|21.85\|22.01\|21.20\|140991;2026-03-13\|21.32\|-0.37\|21.20\|21.66\|20.92\|144548;2026-03-16\|22.37\|4.92\|21.32\|22.59\|21.16\|410570;2026-03-17\|22.56\|0.85\|22.36\|22.99\|22.18\|441604;2026-03-18\|22.78\|0.98\|22.70\|22.83\|22.19\|372614;2026-03-19\|22.43\|-1.54\|22.11\|22.97\|21.78\|309790;2026-03-20\|21.33\|-4.90\|22.60\|22.64\|21.30\|267657;2026-03-23\|19.91\|-6.66\|20.88\|20.99\|19.70\|283468;2026-03-24\|20.33\|2.11\|20.30\|20.43\|19.52\|212274;2026-03-25\|20.72\|1.92\|20.43\|21.06\|20.39\|202613;2026-03-26\|19.95\|-3.72\|20.60\|20.61\|19.86\|142987;2026-03-27\|20.27\|1.60\|19.45\|20.45\|19.28\|143519;2026-03-30\|20.85\|2.86\|19.90\|20.98\|19.71\|160323;2026-03-31\|20.04\|-3.88\|20.85\|20.89\|19.93\|176171;2026-04-01\|20.38\|1.70\|20.63\|20.72\|20.22\|117190;2026-04-02\|19.68\|-3.43\|20.33\|20.43\|19.50\|130489;2026-04-03\|19.19\|-2.49\|19.78\|19.87\|19.10\|106912;2026-04-07\|21.11\|10.01\|19.36\|21.11\|19.36\|288547;2026-04-08\|21.93\|3.88\|22.16\|22.36\|21.27\|570370;2026-04-09\|21.68\|-1.14\|21.49\|21.89\|21.43\|377573;2026-04-10\|21.67\|-0.05\|21.93\|22.10\|21.60\|326014;2026-04-13\|21.44\|-1.06\|21.29\|21.67\|21.29\|194070;2026-04-14\|21.71\|1.26\|21.84\|21.90\|21.46\|273974;2026-04-15\|21.71\|0.00\|21.75\|22.30\|21.53\|340218;2026-04-16\|22.58\|4.01\|21.81\|22.58\|21.50\|478314;2026-04-17\|23.45\|3.85\|22.50\|23.60\|22.36\|642694;2026-04-20\|22.15\|-5.54\|22.10\|22.45\|21.67\|600468;2026-04-21\|21.74\|-1.85\|21.88\|21.93\|21.44\|285032;2026-04-22\|21.76\|0.09\|21.69\|21.98\|21.60\|268703;2026-04-23\|20.63\|-5.19\|21.96\|21.97\|20.55\|337688;2026-04-24\|20.64\|0.05\|20.61\|21.09\|20.59\|189403;2026-04-27\|21.01\|1.79\|20.81\|21.14\|20.69\|197630;2026-04-28\|20.71\|-1.43\|20.98\|21.19\|20.27\|193686;2026-04-29\|20.80\|0.43\|20.32\|20.87\|20.32\|156835;2026-04-30\|21.01\|1.01\|20.95\|21.17\|20.77\|192692;2026-05-06\|22.00\|4.71\|21.49\|22.00\|21.40\|368717;2026-05-07\|22.38\|1.73\|22.04\|22.44\|21.80\|373853;2026-05-08\|22.10\|-1.07\|21.80\|22.10\|21.75\|238679;2026-05-11\|23.29\|5.38\|22.49\|23.35\|22.32\|538232;2026-05-12\|22.83\|-1.98\|23.06\|23.15\|22.47\|363002;2026-05-13\|23.49\|2.89\|22.22\|23.61\|22.02\|432470;2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479
117843	美团发布基于国产算力训练的万亿参数大模型	间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	公司及子公司共计实缴6000万元参与了合肥市国联资本创新投资基金合伙企业（有限合伙），合肥市国联资本创新投资基金合伙企业（有限合伙）通过产投壹号基金投资了长鑫科技集团股份有限公司	2026-03-03\|14.71\|-4.17\|15.35\|15.78\|14.70\|422886;2026-03-04\|14.97\|1.77\|14.70\|15.28\|14.70\|321539;2026-03-05\|15.05\|0.53\|15.50\|15.56\|14.88\|338231;2026-03-06\|15.82\|5.12\|15.20\|16.19\|15.11\|627587;2026-03-09\|15.87\|0.32\|15.10\|16.65\|14.43\|708936;2026-03-10\|15.97\|0.63\|16.10\|16.44\|15.86\|479882;2026-03-11\|16.18\|1.31\|16.01\|16.34\|15.86\|468837;2026-03-12\|15.88\|-1.85\|16.40\|16.40\|15.66\|389812;2026-03-13\|15.54\|-2.14\|15.80\|16.35\|15.52\|491013;2026-03-16\|15.80\|1.67\|15.30\|16.10\|15.14\|499413;2026-03-17\|15.60\|-1.27\|15.72\|16.58\|15.55\|574628;2026-03-18\|16.08\|3.08\|15.85\|16.19\|15.29\|589250;2026-03-19\|15.46\|-3.86\|15.70\|15.95\|15.15\|500126;2026-03-20\|13.91\|-10.03\|15.60\|15.70\|13.91\|670236;2026-03-23\|12.52\|-9.99\|13.00\|13.30\|12.52\|455817;2026-03-24\|12.90\|3.04\|12.65\|12.95\|12.25\|400702;2026-03-25\|13.02\|0.93\|12.92\|13.28\|12.83\|384125;2026-03-26\|12.47\|-4.22\|12.86\|12.87\|12.41\|304845;2026-03-27\|12.59\|0.96\|12.13\|12.69\|12.05\|255904;2026-03-30\|12.35\|-1.91\|12.29\|12.40\|12.09\|236298;2026-03-31\|12.12\|-1.86\|12.30\|12.94\|11.62\|564065;2026-04-01\|11.90\|-1.82\|12.35\|12.45\|11.79\|387401;2026-04-02\|11.50\|-3.36\|12.01\|12.03\|11.46\|274806;2026-04-03\|11.38\|-1.04\|11.55\|11.59\|11.11\|257256;2026-04-07\|11.19\|-1.67\|11.35\|11.45\|11.15\|176086;2026-04-08\|11.91\|6.43\|11.48\|11.96\|11.32\|335392;2026-04-09\|11.90\|-0.08\|11.87\|12.07\|11.60\|243002;2026-04-10\|11.98\|0.67\|12.15\|12.27\|11.98\|217979;2026-04-13\|12.07\|0.75\|11.90\|12.10\|11.83\|174463;2026-04-14\|12.54\|3.89\|12.30\|13.07\|12.13\|454846;2026-04-15\|12.27\|-2.15\|12.40\|12.68\|12.22\|273819;2026-04-16\|12.36\|0.73\|12.20\|12.48\|12.10\|232956;2026-04-17\|12.71\|2.83\|12.48\|12.92\|12.28\|435803;2026-04-20\|12.38\|-2.60\|12.50\|12.64\|12.34\|310246;2026-04-21\|12.70\|2.58\|12.50\|12.78\|12.20\|325186;2026-04-22\|12.93\|1.81\|12.68\|12.98\|12.56\|246583;2026-04-23\|12.51\|-3.25\|12.95\|12.99\|12.46\|228053;2026-04-24\|12.57\|0.48\|12.50\|12.74\|12.39\|197272;2026-04-27\|12.61\|0.32\|12.54\|12.74\|12.31\|158559;2026-04-28\|12.79\|1.43\|12.72\|13.08\|12.65\|266730;2026-04-29\|12.98\|1.49\|12.66\|13.04\|12.60\|232446;2026-04-30\|13.74\|5.86\|13.03\|14.26\|12.85\|622807;2026-05-06\|13.92\|1.31\|13.74\|14.20\|13.50\|550115;2026-05-07\|14.64\|5.17\|13.93\|14.97\|13.89\|544494;2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430
117842	美团发布基于国产算力训练的万亿参数大模型	半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	公司半导体级氢氟酸已稳定批量供应台积电、三星、华虹、长鑫存储等，同时规划六氟化钨等高端电子特气产线	2026-03-03\|28.52\|-2.73\|29.21\|29.97\|28.44\|512061;2026-03-04\|28.74\|0.77\|28.00\|29.20\|28.00\|323905;2026-03-05\|28.85\|0.38\|29.18\|29.88\|28.65\|434525;2026-03-06\|28.61\|-0.83\|28.50\|29.01\|28.36\|268986;2026-03-09\|28.94\|1.15\|28.02\|29.10\|27.48\|458034;2026-03-10\|29.17\|0.79\|29.10\|30.15\|28.92\|576862;2026-03-11\|30.65\|5.07\|29.17\|30.68\|28.84\|1095548;2026-03-12\|30.38\|-0.88\|30.35\|30.80\|29.85\|681808;2026-03-13\|30.85\|1.55\|30.13\|31.80\|30.12\|929805;2026-03-16\|30.55\|-0.97\|30.21\|31.24\|30.01\|974380;2026-03-17\|28.66\|-6.19\|29.86\|30.30\|28.11\|839456;2026-03-18\|27.29\|-4.78\|28.67\|28.89\|26.89\|786001;2026-03-19\|25.66\|-5.97\|26.88\|26.99\|25.30\|706662;2026-03-20\|26.12\|1.79\|25.80\|27.65\|25.63\|942531;2026-03-23\|25.62\|-1.91\|25.69\|26.80\|25.52\|570880;2026-03-24\|26.13\|1.99\|26.22\|26.56\|24.73\|609143;2026-03-25\|26.58\|1.72\|25.88\|26.64\|25.86\|539091;2026-03-26\|27.63\|3.95\|26.60\|28.88\|26.50\|1113902;2026-03-27\|28.48\|3.08\|27.01\|28.98\|26.92\|992684;2026-03-30\|28.85\|1.30\|28.46\|29.27\|27.90\|822092;2026-03-31\|27.82\|-3.57\|28.46\|28.88\|27.81\|546985;2026-04-01\|28.05\|0.83\|28.15\|28.75\|27.03\|649609;2026-04-02\|27.77\|-1.00\|27.77\|28.66\|27.61\|518746;2026-04-03\|27.08\|-2.48\|28.15\|28.45\|26.70\|442784;2026-04-07\|27.39\|1.14\|27.55\|27.85\|27.05\|357877;2026-04-08\|28.18\|2.88\|27.80\|28.48\|27.40\|603556;2026-04-09\|27.50\|-2.41\|27.97\|28.12\|26.56\|649086;2026-04-10\|28.26\|2.76\|27.78\|28.86\|27.50\|942733;2026-04-13\|28.67\|1.45\|27.90\|28.96\|27.81\|797195;2026-04-14\|30.88\|7.71\|29.08\|30.88\|28.80\|1242614;2026-04-15\|30.04\|-2.72\|30.88\|31.09\|29.71\|1059563;2026-04-16\|30.10\|0.20\|30.28\|30.75\|29.53\|977693;2026-04-17\|30.01\|-0.30\|30.35\|30.59\|29.53\|705869;2026-04-20\|30.12\|0.37\|30.00\|30.48\|29.80\|660288;2026-04-21\|31.95\|6.08\|30.25\|32.38\|29.54\|1606788;2026-04-22\|31.91\|-0.13\|31.68\|32.30\|31.35\|1022983;2026-04-23\|30.04\|-5.86\|31.71\|31.87\|29.82\|1227351;2026-04-24\|33.04\|9.99\|30.54\|33.04\|30.15\|1992115;2026-04-27\|34.52\|4.48\|33.63\|34.89\|33.52\|2285323;2026-04-28\|33.76\|-2.20\|34.18\|34.40\|33.00\|1550031;2026-04-29\|35.87\|6.25\|33.33\|36.30\|33.33\|2116764;2026-04-30\|36.31\|1.23\|35.90\|36.69\|34.75\|1825695;2026-05-06\|38.12\|4.98\|35.95\|39.00\|35.38\|1858054;2026-05-07\|37.54\|-1.52\|37.40\|38.04\|36.65\|1468894;2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888
117841	美团发布基于国产算力训练的万亿参数大模型	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-03-03\|2.85\|-4.04\|2.97\|2.99\|2.83\|1692562;2026-03-04\|2.89\|1.40\|2.83\|2.96\|2.77\|1245730;2026-03-05\|2.95\|2.08\|2.94\|3.00\|2.93\|1666417;2026-03-06\|2.97\|0.68\|2.92\|3.03\|2.90\|1462443;2026-03-09\|2.99\|0.67\|2.89\|3.01\|2.88\|1686987;2026-03-10\|2.95\|-1.34\|3.04\|3.07\|2.94\|1392226;2026-03-11\|2.98\|1.02\|2.94\|3.00\|2.92\|1253276;2026-03-12\|3.04\|2.01\|2.98\|3.07\|2.95\|2014313;2026-03-13\|3.01\|-0.99\|3.00\|3.16\|2.99\|2581964;2026-03-16\|3.31\|9.97\|3.01\|3.31\|3.01\|3297323;2026-03-17\|3.39\|2.42\|3.46\|3.51\|3.21\|7107211;2026-03-18\|3.30\|-2.65\|3.27\|3.37\|3.23\|3641995;2026-03-19\|3.06\|-7.27\|3.20\|3.21\|3.02\|3160783;2026-03-20\|2.93\|-4.25\|3.00\|3.06\|2.92\|2207994;2026-03-23\|2.86\|-2.39\|2.88\|3.00\|2.84\|2089166;2026-03-24\|3.05\|6.64\|2.93\|3.14\|2.87\|2594839;2026-03-25\|3.06\|0.33\|3.01\|3.13\|2.98\|2161369;2026-03-26\|2.91\|-4.90\|3.01\|3.03\|2.91\|1794953;2026-03-27\|2.95\|1.37\|2.84\|2.97\|2.82\|1326895;2026-03-30\|2.90\|-1.69\|2.90\|2.92\|2.83\|1299895;2026-03-31\|2.83\|-2.41\|2.89\|2.93\|2.82\|1425380;2026-04-01\|2.84\|0.35\|2.91\|2.92\|2.83\|1041410;2026-04-02\|2.71\|-4.58\|2.83\|2.84\|2.70\|1569962;2026-04-03\|2.64\|-2.58\|2.70\|2.72\|2.62\|1101989;2026-04-07\|2.71\|2.65\|2.65\|2.72\|2.63\|1197087;2026-04-08\|2.85\|5.17\|2.76\|2.85\|2.75\|1631733;2026-04-09\|2.77\|-2.81\|2.80\|2.81\|2.75\|1174476;2026-04-10\|2.81\|1.44\|2.79\|2.84\|2.79\|1265601;2026-04-13\|2.83\|0.71\|2.75\|2.85\|2.73\|1030181;2026-04-14\|3.11\|9.89\|2.87\|3.11\|2.83\|2200347;2026-04-15\|2.92\|-6.11\|3.11\|3.20\|2.90\|4220415;2026-04-16\|2.89\|-1.03\|2.87\|2.92\|2.83\|1875542;2026-04-17\|2.86\|-1.04\|2.88\|2.92\|2.85\|1686412;2026-04-20\|2.84\|-0.70\|2.84\|2.86\|2.80\|1374506;2026-04-21\|2.80\|-1.41\|2.84\|2.86\|2.78\|1192286;2026-04-22\|2.79\|-0.36\|2.78\|2.81\|2.76\|926079;2026-04-23\|2.74\|-1.79\|2.82\|2.83\|2.73\|1061026;2026-04-24\|2.72\|-0.73\|2.72\|2.77\|2.69\|990489;2026-04-27\|2.73\|0.37\|2.71\|2.75\|2.68\|845200;2026-04-28\|2.72\|-0.37\|2.73\|2.80\|2.68\|1187719;2026-04-29\|2.81\|3.31\|2.69\|2.89\|2.68\|1954878;2026-04-30\|2.80\|-0.36\|2.80\|2.85\|2.77\|1023963;2026-05-06\|3.08\|10.00\|3.08\|3.08\|3.08\|1645870;2026-05-07\|3.11\|0.97\|3.03\|3.24\|2.97\|6435019;2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429
117840	美团发布基于国产算力训练的万亿参数大模型	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-03-03\|259.60\|-5.75\|268.03\|281.82\|257.02\|18958;2026-03-04\|256.35\|-1.25\|255.01\|262.79\|253.88\|12790;2026-03-05\|268.09\|4.58\|262.00\|273.73\|260.25\|20322;2026-03-06\|268.55\|0.17\|263.68\|273.18\|263.68\|14420;2026-03-09\|265.27\|-1.22\|263.50\|272.00\|258.83\|20378;2026-03-10\|271.40\|2.31\|270.00\|275.88\|265.31\|15546;2026-03-11\|244.26\|-10.00\|274.43\|274.68\|244.26\|46102;2026-03-12\|240.86\|-1.39\|240.22\|250.46\|238.01\|32687;2026-03-13\|235.01\|-2.43\|237.01\|241.56\|235.01\|16283;2026-03-16\|245.67\|4.54\|234.59\|248.54\|232.11\|23117;2026-03-17\|240.93\|-1.93\|245.68\|247.55\|240.30\|10090;2026-03-18\|249.50\|3.56\|243.00\|252.90\|241.41\|12764;2026-03-19\|247.05\|-0.98\|245.98\|253.80\|242.68\|14486;2026-03-20\|243.60\|-1.40\|247.80\|251.98\|240.93\|12461;2026-03-23\|225.40\|-7.47\|237.51\|240.00\|223.41\|13351;2026-03-24\|235.83\|4.63\|229.87\|238.56\|223.00\|14174;2026-03-25\|251.30\|6.56\|238.78\|251.88\|237.50\|21048;2026-03-26\|256.79\|2.18\|250.38\|268.78\|248.60\|30612;2026-03-27\|258.79\|0.78\|252.50\|262.65\|247.01\|19992;2026-03-30\|284.67\|10.00\|255.00\|284.67\|252.46\|24361;2026-03-31\|270.33\|-5.04\|288.20\|290.00\|265.34\|31401;2026-04-01\|278.88\|3.16\|279.92\|297.00\|272.07\|32846;2026-04-02\|272.00\|-2.47\|277.61\|277.78\|267.05\|15045;2026-04-03\|263.32\|-3.19\|270.36\|275.46\|260.66\|15478;2026-04-07\|266.47\|1.20\|263.32\|270.02\|263.00\|11018;2026-04-08\|287.50\|7.89\|276.01\|289.98\|270.90\|23205;2026-04-09\|315.18\|9.63\|276.55\|316.25\|273.60\|43096;2026-04-10\|308.49\|-2.12\|314.90\|318.49\|302.50\|28603;2026-04-13\|307.40\|-0.35\|304.52\|311.96\|299.00\|19901;2026-04-14\|338.14\|10.00\|308.00\|338.14\|305.23\|24696;2026-04-15\|333.66\|-1.32\|347.99\|349.00\|331.77\|22458;2026-04-16\|245.98\|7.02\|231.64\|252.84\|220.10\|52760;2026-04-17\|243.90\|-0.85\|250.90\|251.89\|239.01\|41540;2026-04-20\|240.78\|-1.28\|245.00\|248.80\|236.86\|36630;2026-04-21\|247.35\|2.73\|240.00\|249.89\|237.30\|31926;2026-04-22\|249.89\|1.03\|248.50\|250.88\|241.50\|28017;2026-04-23\|246.44\|-1.38\|247.76\|253.20\|243.60\|25092;2026-04-24\|248.59\|0.87\|244.44\|258.00\|244.44\|33259;2026-04-27\|255.35\|2.72\|248.80\|255.97\|239.00\|43444;2026-04-28\|266.90\|4.52\|250.21\|275.00\|246.05\|38999;2026-04-29\|252.61\|-5.35\|262.38\|268.00\|248.89\|33942;2026-04-30\|254.85\|0.89\|250.65\|263.20\|249.00\|29673;2026-05-06\|258.02\|1.24\|259.44\|265.50\|249.88\|36616;2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526
117839	美团发布基于国产算力训练的万亿参数大模型	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-03-03\|12.60\|-3.15\|13.15\|13.24\|12.57\|82188;2026-03-04\|12.87\|2.14\|12.52\|13.03\|12.48\|79150;2026-03-05\|13.41\|4.20\|13.04\|13.56\|13.04\|98402;2026-03-06\|13.76\|2.61\|13.38\|13.93\|13.30\|113181;2026-03-09\|13.97\|1.53\|13.50\|14.00\|13.43\|127454;2026-03-10\|14.03\|0.43\|13.86\|14.26\|13.70\|150054;2026-03-11\|13.88\|-1.07\|13.95\|14.07\|13.75\|92179;2026-03-12\|13.48\|-2.88\|13.85\|13.87\|13.41\|94067;2026-03-13\|13.04\|-3.26\|13.60\|13.66\|13.01\|88725;2026-03-16\|12.46\|-4.45\|12.95\|13.15\|12.38\|107712;2026-03-17\|12.05\|-3.29\|12.46\|12.60\|12.02\|77947;2026-03-18\|12.13\|0.66\|12.10\|12.23\|11.89\|56520;2026-03-19\|11.81\|-2.64\|11.91\|12.00\|11.71\|53277;2026-03-20\|11.40\|-3.47\|11.84\|11.97\|11.40\|64639;2026-03-23\|10.85\|-4.82\|11.39\|11.41\|10.70\|90686;2026-03-24\|11.61\|7.00\|11.04\|11.63\|10.97\|84598;2026-03-25\|11.73\|1.03\|11.75\|11.94\|11.62\|48225;2026-03-26\|11.43\|-2.56\|11.75\|11.80\|11.31\|39283;2026-03-27\|11.60\|1.49\|11.25\|11.63\|11.25\|32176;2026-03-30\|11.58\|-0.17\|11.46\|11.80\|11.22\|73938;2026-03-31\|11.92\|2.94\|11.55\|12.27\|11.39\|100670;2026-04-01\|11.82\|-0.84\|12.17\|12.17\|11.74\|66985;2026-04-02\|11.72\|-0.85\|11.82\|12.24\|11.61\|55795;2026-04-03\|11.28\|-3.75\|11.75\|11.75\|11.24\|42694;2026-04-07\|11.44\|1.42\|11.24\|11.56\|11.23\|34106;2026-04-08\|11.92\|4.20\|11.65\|11.93\|11.62\|34503;2026-04-09\|12.06\|1.17\|11.92\|12.18\|11.73\|45193;2026-04-10\|12.79\|6.05\|12.06\|12.84\|12.06\|167239;2026-04-13\|12.87\|0.63\|12.16\|13.45\|11.70\|254195;2026-04-14\|12.30\|-4.43\|13.03\|13.09\|12.29\|137446;2026-04-15\|12.03\|-2.20\|12.39\|12.40\|11.98\|91089;2026-04-16\|12.02\|-0.08\|12.00\|12.10\|11.80\|74577;2026-04-17\|11.85\|-1.41\|11.99\|11.99\|11.72\|64978;2026-04-20\|11.91\|0.51\|11.87\|11.92\|11.72\|62155;2026-04-21\|11.68\|-1.93\|11.97\|11.97\|11.57\|64058;2026-04-22\|11.65\|-0.26\|11.64\|11.71\|11.56\|50533;2026-04-23\|12.22\|4.89\|11.66\|12.47\|11.41\|160186;2026-04-24\|12.90\|5.56\|12.09\|13.44\|12.01\|316064;2026-04-27\|12.60\|-2.33\|12.65\|12.90\|12.38\|212048;2026-04-28\|13.86\|10.00\|12.51\|13.86\|12.30\|242792;2026-04-29\|15.25\|10.03\|14.60\|15.25\|14.08\|665113;2026-04-30\|16.78\|10.03\|16.50\|16.78\|16.48\|438344;2026-05-06\|18.46\|10.01\|18.25\|18.46\|18.00\|268149;2026-05-07\|17.85\|-3.30\|20.31\|20.31\|17.13\|1100442;2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088
117838	美团发布基于国产算力训练的万亿参数大模型	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-03-03\|21.33\|-7.66\|23.20\|23.30\|21.03\|443225;2026-03-04\|21.68\|1.64\|20.90\|22.07\|20.89\|271473;2026-03-05\|21.60\|-0.37\|22.02\|22.15\|21.12\|311438;2026-03-06\|23.76\|10.00\|21.47\|23.76\|21.40\|432672;2026-03-09\|24.31\|2.31\|24.45\|25.90\|23.51\|1068630;2026-03-10\|24.10\|-0.86\|24.32\|24.68\|23.66\|709026;2026-03-11\|23.98\|-0.50\|23.83\|24.25\|23.79\|455781;2026-03-12\|24.98\|4.17\|23.98\|25.68\|23.85\|856221;2026-03-13\|23.57\|-5.64\|24.30\|24.45\|23.46\|502334;2026-03-16\|23.41\|-0.68\|23.03\|23.68\|22.60\|281597;2026-03-17\|22.65\|-3.25\|23.63\|23.79\|22.60\|305105;2026-03-18\|24.12\|6.49\|22.80\|24.92\|22.48\|736370;2026-03-19\|24.00\|-0.50\|23.40\|24.66\|23.40\|593122;2026-03-20\|22.51\|-6.21\|24.09\|24.10\|22.51\|409149;2026-03-23\|21.19\|-5.86\|22.04\|22.50\|21.01\|332996;2026-03-24\|21.46\|1.27\|21.63\|21.66\|20.40\|328167;2026-03-25\|22.31\|3.96\|21.48\|22.76\|21.48\|339484;2026-03-26\|21.14\|-5.24\|22.28\|22.28\|20.91\|282435;2026-03-27\|21.36\|1.04\|20.60\|21.88\|20.53\|260682;2026-03-30\|21.45\|0.42\|21.12\|21.98\|20.20\|294750;2026-03-31\|21.04\|-1.91\|21.30\|21.96\|21.04\|212192;2026-04-01\|21.23\|0.90\|21.43\|21.68\|21.01\|233243;2026-04-02\|19.88\|-6.36\|21.06\|21.15\|19.82\|338681;2026-04-03\|19.29\|-2.97\|20.19\|20.40\|19.19\|225867;2026-04-07\|17.36\|-10.01\|17.36\|17.36\|17.36\|30051;2026-04-08\|15.62\|-10.02\|15.62\|15.62\|15.62\|198534;2026-04-09\|15.36\|-1.66\|15.63\|16.05\|15.04\|1077434;2026-04-10\|14.74\|-4.04\|15.02\|15.29\|14.60\|756510;2026-04-13\|15.09\|2.37\|14.54\|15.15\|14.53\|524237;2026-04-14\|14.85\|-1.59\|15.15\|15.31\|14.64\|479642;2026-04-15\|14.42\|-2.90\|14.85\|14.88\|14.41\|402563;2026-04-16\|15.00\|4.02\|14.41\|15.05\|14.31\|498680;2026-04-17\|14.93\|-0.47\|14.91\|14.99\|14.55\|345478;2026-04-20\|14.98\|0.33\|14.90\|15.13\|14.83\|278299;2026-04-21\|14.45\|-3.54\|14.98\|14.98\|14.40\|326814;2026-04-22\|14.51\|0.42\|14.38\|14.52\|13.88\|392698;2026-04-23\|14.65\|0.96\|14.51\|14.94\|14.43\|380979;2026-04-24\|14.56\|-0.61\|14.50\|14.88\|14.30\|353402;2026-04-27\|14.09\|-3.23\|14.42\|14.43\|13.18\|414243;2026-04-28\|14.02\|-0.50\|13.99\|14.17\|13.83\|267147;2026-04-29\|15.42\|9.99\|14.35\|15.42\|14.30\|756051;2026-04-30\|15.32\|-0.65\|16.00\|16.41\|15.30\|754696;2026-05-06\|16.85\|9.99\|15.65\|16.85\|15.65\|535028;2026-05-07\|18.54\|10.03\|17.69\|18.54\|17.50\|571038;2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587
117837	美团发布基于国产算力训练的万亿参数大模型	存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品	2026-03-03\|5.74\|-3.85\|5.97\|6.05\|5.70\|125504;2026-03-04\|5.67\|-1.22\|5.77\|5.78\|5.60\|108460;2026-03-05\|5.82\|2.65\|5.80\|5.92\|5.74\|99464;2026-03-06\|6.04\|3.78\|5.82\|6.05\|5.80\|100076;2026-03-09\|6.05\|0.17\|6.04\|6.13\|5.91\|156854;2026-03-10\|6.38\|5.45\|6.13\|6.40\|6.10\|190373;2026-03-11\|6.37\|-0.16\|6.38\|6.52\|6.32\|153302;2026-03-12\|6.27\|-1.57\|6.44\|6.47\|6.24\|115085;2026-03-13\|6.33\|0.96\|6.27\|6.56\|6.21\|149939;2026-03-16\|6.19\|-2.21\|6.25\|6.33\|6.10\|202850;2026-03-17\|6.04\|-2.42\|6.21\|6.27\|6.02\|97317;2026-03-18\|6.13\|1.49\|6.05\|6.18\|5.99\|86330;2026-03-19\|5.96\|-2.77\|6.11\|6.16\|5.94\|100560;2026-03-20\|5.59\|-6.21\|6.04\|6.06\|5.58\|148011;2026-03-23\|5.25\|-6.08\|5.53\|5.66\|5.18\|195716;2026-03-24\|5.62\|7.05\|5.41\|5.64\|5.28\|162699;2026-03-25\|5.74\|2.14\|5.65\|5.80\|5.60\|112115;2026-03-26\|5.64\|-1.74\|5.81\|5.84\|5.60\|96262;2026-03-27\|5.90\|4.61\|5.59\|5.93\|5.54\|115069;2026-03-30\|6.01\|1.86\|5.86\|6.10\|5.82\|124094;2026-03-31\|6.00\|-0.17\|6.07\|6.24\|5.97\|125083;2026-04-01\|6.16\|2.67\|6.03\|6.24\|5.93\|173407;2026-04-02\|6.01\|-2.44\|6.13\|6.24\|5.93\|130488;2026-04-03\|5.61\|-6.66\|6.13\|6.15\|5.60\|134144;2026-04-07\|5.83\|3.92\|5.60\|5.92\|5.60\|129356;2026-04-08\|6.10\|4.63\|5.98\|6.12\|5.87\|109134;2026-04-09\|5.96\|-2.30\|6.11\|6.11\|5.68\|352351;2026-04-10\|6.16\|3.36\|6.17\|6.24\|5.99\|294481;2026-04-13\|6.09\|-1.14\|6.17\|6.33\|6.03\|312207;2026-04-14\|6.11\|0.33\|6.12\|6.16\|5.96\|211577;2026-04-15\|5.89\|-3.60\|6.07\|6.10\|5.85\|170566;2026-04-16\|6.26\|6.28\|5.97\|6.48\|5.87\|390413;2026-04-17\|6.50\|3.83\|6.33\|6.64\|6.21\|440087;2026-04-20\|6.70\|3.08\|6.50\|6.99\|6.45\|383834;2026-04-21\|7.37\|10.00\|6.67\|7.37\|6.55\|203680;2026-04-22\|7.07\|-4.07\|7.83\|7.83\|6.72\|990579;2026-04-23\|6.52\|-7.78\|6.76\|6.79\|6.45\|592877;2026-04-24\|6.42\|-1.53\|6.32\|6.52\|6.32\|329982;2026-04-27\|6.81\|6.07\|6.42\|6.86\|6.23\|534910;2026-04-28\|7.25\|6.46\|6.67\|7.35\|6.67\|655565;2026-04-29\|7.25\|0.00\|7.20\|7.41\|7.01\|544069;2026-04-30\|7.07\|-2.48\|7.40\|7.42\|7.07\|287681;2026-05-06\|7.05\|-0.28\|7.15\|7.18\|6.97\|285120;2026-05-07\|7.34\|4.11\|7.07\|7.65\|7.07\|347415;2026-05-08\|7.42\|1.09\|7.26\|7.47\|7.21\|220460;2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488
117836	美团发布基于国产算力训练的万亿参数大模型	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984
117835	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	1、公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。 2、由公司投建的中国首条第8.6代AMOLED生产线在成都高新区正式实现量产。该生产线总投资630亿元，设计产能为每月3.2万片玻璃基板，是四川省汽今投资体量最大的单体工业项目。	2026-03-03\|4.32\|-3.79\|4.51\|4.53\|4.31\|9324252;2026-03-04\|4.32\|0.00\|4.29\|4.38\|4.26\|6794714;2026-03-05\|4.46\|3.24\|4.38\|4.53\|4.38\|10403171;2026-03-06\|4.37\|-2.02\|4.42\|4.43\|4.31\|9379855;2026-03-09\|4.31\|-1.37\|4.31\|4.33\|4.22\|8427998;2026-03-10\|4.35\|0.93\|4.35\|4.39\|4.33\|5721243;2026-03-11\|4.39\|0.92\|4.34\|4.40\|4.33\|5817267;2026-03-12\|4.42\|0.68\|4.40\|4.47\|4.38\|7535264;2026-03-13\|4.36\|-1.36\|4.40\|4.45\|4.35\|5289828;2026-03-16\|4.23\|-2.98\|4.34\|4.34\|4.20\|9061153;2026-03-17\|4.18\|-1.18\|4.25\|4.27\|4.18\|5143566;2026-03-18\|4.20\|0.48\|4.23\|4.23\|4.15\|5050721;2026-03-19\|4.09\|-2.62\|4.15\|4.16\|4.08\|5203475;2026-03-20\|4.08\|-0.24\|4.11\|4.15\|4.07\|4842912;2026-03-23\|3.87\|-5.15\|4.01\|4.02\|3.85\|9139187;2026-03-24\|4.00\|3.36\|3.92\|4.00\|3.90\|5840204;2026-03-25\|3.99\|-0.25\|4.03\|4.04\|3.98\|4393007;2026-03-26\|3.94\|-1.25\|3.99\|4.01\|3.93\|3942963;2026-03-27\|3.95\|0.25\|3.91\|3.97\|3.90\|3566305;2026-03-30\|3.94\|-0.25\|3.91\|3.95\|3.89\|3567123;2026-03-31\|3.91\|-0.76\|3.93\|3.97\|3.90\|3892818;2026-04-01\|4.01\|2.56\|4.01\|4.06\|3.97\|5831404;2026-04-02\|3.95\|-1.50\|4.01\|4.01\|3.93\|3903945;2026-04-03\|3.93\|-0.51\|3.96\|3.97\|3.92\|2770514;2026-04-07\|3.91\|-0.51\|3.95\|3.95\|3.89\|3465296;2026-04-08\|4.03\|3.07\|3.98\|4.04\|3.95\|5790905;2026-04-09\|4.01\|-0.50\|3.99\|4.03\|3.97\|4182506;2026-04-10\|4.04\|0.75\|4.05\|4.08\|4.03\|4622698;2026-04-13\|4.03\|-0.25\|4.01\|4.04\|3.99\|4046436;2026-04-14\|4.02\|-0.25\|4.05\|4.08\|3.99\|4426941;2026-04-15\|4.00\|-0.50\|4.04\|4.06\|4.00\|5348928;2026-04-16\|4.03\|0.75\|4.01\|4.04\|3.98\|4154285;2026-04-17\|4.02\|-0.25\|4.01\|4.04\|4.00\|3098677;2026-04-20\|4.19\|4.23\|4.06\|4.24\|4.05\|11904594;2026-04-21\|4.22\|0.72\|4.19\|4.34\|4.14\|11348024;2026-04-22\|4.27\|1.18\|4.20\|4.28\|4.20\|6812882;2026-04-23\|4.19\|-1.87\|4.26\|4.29\|4.17\|6914901;2026-04-24\|4.13\|-1.43\|4.17\|4.19\|4.11\|4600998;2026-04-27\|4.21\|1.94\|4.15\|4.22\|4.13\|4824066;2026-04-28\|4.15\|-1.43\|4.20\|4.21\|4.14\|3954386;2026-04-29\|4.17\|0.48\|4.14\|4.18\|4.12\|4140091;2026-04-30\|4.08\|-2.16\|4.13\|4.18\|4.08\|7454049;2026-05-06\|4.18\|2.45\|4.11\|4.22\|4.09\|8280385;2026-05-07\|4.21\|0.72\|4.20\|4.25\|4.16\|6650426;2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199
117834	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 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5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业；康宁为公司直接客户	2026-03-03\|25.91\|10.02\|25.17\|25.91\|24.65\|1044517;2026-03-04\|24.99\|-3.55\|24.28\|26.48\|23.32\|785843;2026-03-05\|24.45\|-2.16\|24.98\|25.23\|22.82\|665495;2026-03-06\|23.82\|-2.58\|24.01\|24.69\|23.25\|504874;2026-03-09\|23.20\|-2.60\|24.60\|25.00\|23.08\|511610;2026-03-10\|22.34\|-3.71\|21.66\|22.80\|21.66\|391570;2026-03-11\|22.69\|1.57\|22.33\|23.06\|22.20\|294337;2026-03-12\|23.61\|4.05\|22.92\|24.32\|22.25\|562309;2026-03-13\|24.80\|5.04\|23.80\|25.35\|23.12\|680085;2026-03-16\|26.81\|8.10\|26.40\|27.28\|24.74\|1025288;2026-03-17\|28.64\|6.83\|26.81\|29.00\|26.73\|931531;2026-03-18\|26.00\|-9.22\|27.40\|27.60\|25.81\|682840;2026-03-19\|24.98\|-3.92\|26.75\|27.00\|24.67\|511297;2026-03-20\|23.72\|-5.04\|24.50\|25.18\|23.69\|416600;2026-03-23\|22.74\|-4.13\|23.23\|24.85\|22.48\|374179;2026-03-24\|22.80\|0.26\|22.74\|23.20\|21.26\|427441;2026-03-25\|22.52\|-1.23\|22.00\|22.70\|21.97\|330321;2026-03-26\|22.28\|-1.07\|22.03\|23.12\|21.81\|372000;2026-03-27\|22.87\|2.65\|22.06\|23.55\|22.00\|477883;2026-03-30\|22.25\|-2.71\|24.12\|24.33\|22.22\|407002;2026-03-31\|20.88\|-6.16\|22.40\|22.50\|20.87\|377878;2026-04-01\|20.62\|-1.25\|20.88\|21.19\|20.50\|259671;2026-04-02\|20.63\|0.05\|20.62\|21.08\|20.33\|221040;2026-04-03\|19.64\|-4.80\|20.55\|20.63\|19.61\|230933;2026-04-07\|20.33\|3.51\|19.80\|20.37\|19.70\|195339;2026-04-08\|20.40\|0.34\|19.88\|20.46\|19.44\|278228;2026-04-09\|20.70\|1.47\|20.29\|20.76\|20.08\|258530;2026-04-10\|20.38\|-1.55\|20.70\|20.77\|20.25\|221704;2026-04-13\|21.53\|5.64\|20.78\|21.99\|20.41\|468714;2026-04-14\|21.01\|-2.42\|20.80\|21.11\|20.76\|322790;2026-04-15\|20.23\|-3.71\|20.93\|21.00\|20.18\|259485;2026-04-16\|21.28\|5.19\|20.23\|21.36\|20.20\|351212;2026-04-17\|21.36\|0.38\|21.28\|21.66\|21.14\|230006;2026-04-20\|22.37\|4.73\|21.57\|23.50\|21.55\|615754;2026-04-21\|22.60\|1.03\|22.53\|22.88\|21.68\|428106;2026-04-22\|23.19\|2.61\|22.50\|23.53\|22.42\|486474;2026-04-23\|22.46\|-3.15\|22.92\|23.01\|21.83\|357906;2026-04-24\|22.67\|0.94\|22.56\|23.27\|22.38\|326120;2026-04-27\|21.70\|-4.28\|21.50\|21.93\|20.43\|369225;2026-04-28\|21.11\|-2.72\|21.60\|21.90\|20.86\|205431;2026-04-29\|23.22\|10.00\|21.15\|23.22\|21.10\|409719;2026-04-30\|23.47\|1.08\|23.40\|23.87\|23.05\|475110;2026-05-06\|23.81\|1.45\|23.48\|23.89\|23.07\|414582;2026-05-07\|23.67\|-0.59\|23.70\|23.93\|23.42\|333967;2026-05-08\|23.68\|0.04\|23.84\|24.48\|23.54\|350997;2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364
117833	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：TGV玻璃通孔激光加工设备国内领先，直接受益英特尔半导体基板制造厂建设；涨停缘由：TGV设备已导入多家封测厂，适配AI芯片先进封装需求；英特尔宣布斥资百亿美元建基板厂，玻璃基板成下一代主流方向；国产替代逻辑强化；资金逻辑：资金押注半导体先进封装设备国产化主线，6月15日主力净流入超千万元，北向持仓连续两期增持；风险提示：TGV设备订单尚未大规模放量，2025年该业务占比仍较低；行业竞争加剧，毛利率承压风险上升	公司研发并销售TGV玻璃通孔激光加工设备，可用于半导体先进封装领域	2026-03-03\|55.89\|-6.00\|59.19\|59.70\|55.02\|94362;2026-03-04\|54.93\|-1.72\|54.98\|56.82\|54.40\|68326;2026-03-05\|56.80\|3.40\|56.71\|58.70\|56.12\|99643;2026-03-06\|56.66\|-0.25\|58.23\|58.49\|55.70\|75931;2026-03-09\|55.67\|-1.75\|54.80\|56.55\|54.20\|88800;2026-03-10\|57.80\|3.83\|56.78\|58.10\|56.73\|74726;2026-03-11\|58.12\|0.55\|57.79\|59.80\|57.77\|76145;2026-03-12\|59.12\|1.72\|58.12\|59.85\|58.10\|103711;2026-03-13\|57.64\|-2.50\|58.70\|61.08\|57.60\|95658;2026-03-16\|58.59\|1.65\|57.63\|59.44\|57.41\|65480;2026-03-17\|58.08\|-0.87\|67.38\|68.94\|58.00\|190029;2026-03-18\|57.35\|-1.26\|57.00\|58.05\|54.50\|127798;2026-03-19\|54.70\|-4.62\|56.54\|56.54\|54.58\|96376;2026-03-20\|52.50\|-4.02\|54.52\|56.25\|52.37\|111674;2026-03-23\|49.53\|-5.66\|51.41\|52.38\|48.88\|93385;2026-03-24\|49.47\|-0.12\|50.60\|50.70\|47.56\|82639;2026-03-25\|50.41\|1.90\|50.30\|51.80\|49.40\|80275;2026-03-26\|50.63\|0.44\|50.45\|51.88\|49.88\|67594;2026-03-27\|52.40\|3.50\|50.12\|53.40\|49.84\|87354;2026-03-30\|50.81\|-3.03\|51.80\|51.90\|50.13\|58429;2026-03-31\|48.70\|-4.15\|50.80\|51.47\|48.58\|66387;2026-04-01\|49.70\|2.05\|50.00\|50.50\|49.10\|63843;2026-04-02\|48.25\|-2.92\|49.44\|49.89\|47.78\|51730;2026-04-03\|48.86\|1.26\|48.37\|49.16\|47.50\|51236;2026-04-07\|49.15\|0.59\|48.60\|50.13\|48.41\|44103;2026-04-08\|53.09\|8.02\|51.00\|53.14\|50.66\|85669;2026-04-09\|52.83\|-0.49\|52.51\|53.99\|51.70\|55376;2026-04-10\|55.20\|4.49\|53.47\|55.45\|53.00\|74271;2026-04-13\|55.84\|1.16\|54.77\|56.37\|54.00\|58274;2026-04-14\|56.87\|1.84\|56.00\|56.98\|55.71\|54839;2026-04-15\|55.50\|-2.41\|56.88\|57.48\|55.37\|59881;2026-04-16\|56.30\|1.44\|56.04\|56.92\|55.61\|50252;2026-04-17\|59.56\|5.79\|56.30\|60.19\|55.70\|110507;2026-04-20\|58.88\|-1.14\|59.11\|59.99\|57.62\|78489;2026-04-21\|59.00\|0.20\|58.63\|59.99\|57.51\|68409;2026-04-22\|59.03\|0.05\|58.82\|59.68\|58.01\|51287;2026-04-23\|57.10\|-3.27\|58.81\|59.30\|56.78\|75261;2026-04-24\|58.12\|1.79\|56.49\|58.55\|55.51\|74762;2026-04-27\|60.13\|3.46\|57.91\|60.70\|57.90\|78091;2026-04-28\|58.46\|-2.78\|59.79\|60.05\|58.02\|61301;2026-04-29\|60.35\|3.23\|58.86\|60.80\|57.81\|99811;2026-04-30\|58.61\|-2.88\|61.51\|62.99\|58.61\|123816;2026-05-06\|61.44\|4.83\|59.86\|62.35\|59.27\|114812;2026-05-07\|65.58\|6.74\|61.95\|66.10\|61.10\|127436;2026-05-08\|64.01\|-2.39\|65.11\|65.56\|63.42\|87062;2026-05-11\|66.51\|3.91\|64.50\|66.89\|64.06\|97755;2026-05-12\|65.57\|-1.41\|67.23\|67.27\|65.01\|75018;2026-05-13\|66.78\|1.85\|65.60\|67.33\|64.88\|89821;2026-05-14\|66.80\|0.03\|66.78\|68.02\|65.81\|94635;2026-05-15\|64.97\|-2.74\|66.79\|68.02\|64.00\|112319;2026-05-18\|65.82\|1.31\|65.10\|66.80\|63.35\|101491;2026-05-19\|65.79\|-0.05\|65.67\|66.17\|63.47\|69584;2026-05-20\|65.58\|-0.32\|65.25\|66.22\|64.00\|64064;2026-05-21\|67.12\|2.35\|67.61\|74.98\|66.80\|210330;2026-05-22\|69.29\|3.23\|68.23\|70.23\|67.00\|137024;2026-05-25\|70.84\|2.24\|70.65\|72.79\|68.40\|132482;2026-05-26\|67.85\|-4.22\|70.50\|70.80\|67.18\|112418;2026-05-27\|67.88\|0.04\|69.40\|72.80\|67.17\|130159;2026-05-28\|69.26\|2.03\|68.27\|70.00\|66.23\|104995;2026-05-29\|63.53\|-8.27\|70.10\|71.43\|63.01\|138352;2026-06-01\|61.18\|-3.70\|63.10\|65.08\|61.01\|116712;2026-06-02\|60.24\|-1.54\|61.48\|61.98\|58.13\|108584;2026-06-03\|59.94\|-0.50\|60.51\|62.18\|59.01\|99605;2026-06-04\|61.48\|2.57\|59.92\|62.88\|58.22\|105048;2026-06-05\|68.46\|11.35\|62.02\|73.70\|60.18\|295839;2026-06-08\|67.16\|-1.90\|65.84\|71.41\|65.80\|226428;2026-06-09\|67.47\|0.46\|67.96\|68.50\|65.10\|175513;2026-06-10\|63.30\|-6.18\|65.50\|65.81\|62.00\|172094;2026-06-11\|62.94\|-0.57\|63.00\|65.95\|61.70\|126805;2026-06-12\|60.61\|-3.70\|64.21\|65.20\|60.40\|139023;2026-06-15\|67.28\|11.00\|60.66\|68.80\|60.66\|170840;2026-06-16\|72.03\|7.06\|67.14\|72.52\|67.14\|181045;2026-06-17\|73.00\|1.35\|70.86\|76.30\|70.86\|188052;2026-06-18\|77.90\|6.71\|74.70\|79.88\|73.03\|202230;2026-06-22\|76.64\|-1.62\|79.49\|81.76\|74.60\|189884;2026-06-23\|75.68\|-1.25\|76.99\|77.60\|73.52\|118251;2026-06-24\|75.67\|-0.01\|75.50\|76.50\|72.88\|118686;2026-06-25\|81.45\|7.64\|77.99\|82.60\|75.13\|226545;2026-06-26\|78.70\|-3.38\|80.50\|81.79\|77.61\|172736;2026-06-29\|76.02\|-3.41\|81.00\|82.94\|72.50\|223374;2026-06-30\|83.92\|10.39\|76.77\|84.88\|76.23\|208552;2026-07-01\|81.40\|-3.00\|83.01\|85.50\|79.70\|180218;2026-07-02\|74.15\|-8.91\|78.00\|78.88\|73.80\|158133;2026-07-03\|70.11\|-5.45\|74.29\|74.50\|70.00\|159236;2026-07-06\|68.41\|-2.42\|70.81\|71.70\|66.51\|135801;2026-07-07\|66.80\|-2.35\|68.28\|69.11\|65.80\|104650;2026-07-08\|64.68\|-3.17\|67.16\|68.30\|61.80\|147161;2026-07-09\|65.78\|1.70\|66.05\|66.80\|62.61\|109181;2026-07-10\|61.52\|-6.48\|65.59\|68.39\|61.52\|13273964
117832	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基Micro LED+先进封装+LED超高清显行业原因：美股康宁昨日大涨10％，股价续创历史新高。康宁推出下一代玻璃光互连组件Glass Bridge，直接连接光子集成电路（PIC）与光纤。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日互动易，公司前期已实现PM驱动玻璃基Micro LED面板小批量试产，目前正在进一步升级玻璃基面板工艺技术，有序推进全新升级后的第四代Micro LED玻璃基超高清面板中试线的建设工作，用于未来135吋以上家庭巨幕显示墙等场景。 2、据2026年4月29日年报，公司基于COB的Micro LED显示技术结合了先进LED集成封装技术，该技术有很高的技术和资金门槛；据2026年6月18日互动易，公司的玻璃基封装技术应用于LED显示面板。 3、据2026年4月29日年报，公司主要从事LED超高清显示业务，是全球领先的LED超高清显示专家、全球COB新型显示技术领军企业，聚焦Micro LED核心技术，产品包括超高清家庭巨幕墙等。	中国领先的LED高科技产品及解决方案提供商；公司主要产品是Micro LED超高清大尺寸显示产品，主要应用领域是专用显示、商用显示、家用显示等场景，拥有正装COB、倒装COB、像素引擎COB以及PM驱动玻璃基Micro LED等系列超高清显示产品，在Micro LED显示领域具备极强的综合竞争优势	2026-03-03\|7.91\|-6.17\|8.48\|8.54\|7.88\|202219;2026-03-04\|7.90\|-0.13\|7.80\|8.09\|7.72\|120230;2026-03-05\|9.48\|20.00\|8.96\|9.48\|8.50\|500290;2026-03-06\|9.44\|-0.42\|9.20\|9.87\|9.03\|1045365;2026-03-09\|9.44\|0.00\|9.18\|9.49\|9.08\|593564;2026-03-10\|9.43\|-0.11\|9.53\|9.70\|9.34\|421443;2026-03-11\|9.45\|0.21\|9.41\|9.85\|9.27\|583801;2026-03-12\|10.14\|7.30\|9.48\|10.44\|9.39\|1001401;2026-03-13\|9.62\|-5.13\|9.80\|10.03\|9.61\|651250;2026-03-16\|9.47\|-1.56\|9.63\|9.80\|9.37\|380894;2026-03-17\|9.00\|-4.96\|9.65\|9.68\|8.98\|333583;2026-03-18\|9.45\|5.00\|9.11\|9.75\|9.05\|456263;2026-03-19\|9.32\|-1.38\|9.34\|9.57\|9.19\|346134;2026-03-20\|9.14\|-1.93\|9.36\|9.74\|9.14\|357256;2026-03-23\|8.72\|-4.60\|8.94\|9.20\|8.51\|360219;2026-03-24\|9.05\|3.78\|8.88\|9.09\|8.69\|290069;2026-03-25\|9.13\|0.88\|9.05\|9.31\|9.05\|249851;2026-03-26\|8.57\|-6.13\|9.26\|9.27\|8.53\|282416;2026-03-27\|8.66\|1.05\|8.40\|8.75\|8.29\|217499;2026-03-30\|8.66\|0.00\|8.44\|8.69\|8.01\|273543;2026-03-31\|8.86\|2.31\|8.64\|9.10\|8.52\|335558;2026-04-01\|8.53\|-3.72\|9.03\|9.14\|8.44\|308292;2026-04-02\|8.35\|-2.11\|8.50\|8.96\|8.30\|300640;2026-04-03\|8.34\|-0.12\|8.52\|8.75\|8.30\|284839;2026-04-07\|8.55\|2.52\|8.32\|8.66\|8.18\|279255;2026-04-08\|9.09\|6.32\|8.83\|9.13\|8.72\|386589;2026-04-09\|9.17\|0.88\|8.98\|9.55\|8.91\|379781;2026-04-10\|9.22\|0.55\|9.15\|9.38\|9.10\|306874;2026-04-13\|9.13\|-0.98\|9.06\|9.33\|9.06\|218935;2026-04-14\|9.25\|1.31\|9.12\|9.33\|9.11\|193638;2026-04-15\|9.46\|2.27\|9.24\|9.60\|9.20\|360620;2026-04-16\|9.43\|-0.32\|9.40\|9.54\|9.26\|256523;2026-04-17\|9.68\|2.65\|9.37\|9.81\|9.32\|369980;2026-04-20\|9.88\|2.07\|9.67\|9.96\|9.61\|399649;2026-04-21\|9.76\|-1.21\|9.80\|9.98\|9.60\|345930;2026-04-22\|9.73\|-0.31\|9.65\|9.92\|9.50\|279293;2026-04-23\|9.29\|-4.52\|9.72\|9.76\|9.24\|265383;2026-04-24\|9.12\|-1.83\|9.21\|9.32\|8.88\|206998;2026-04-27\|9.28\|1.75\|9.16\|9.41\|9.12\|211453;2026-04-28\|8.65\|-6.79\|9.12\|9.19\|8.57\|238194;2026-04-29\|8.79\|1.62\|8.51\|8.98\|8.44\|236927;2026-04-30\|9.06\|3.07\|8.78\|9.37\|8.60\|362503;2026-05-06\|9.10\|0.44\|9.06\|9.21\|8.94\|290042;2026-05-07\|9.21\|1.21\|9.03\|9.30\|9.01\|252232;2026-05-08\|9.05\|-1.74\|9.10\|9.11\|8.81\|211404;2026-05-11\|9.30\|2.76\|9.33\|9.68\|9.22\|353091;2026-05-12\|9.50\|2.15\|9.35\|9.53\|9.15\|390746;2026-05-13\|9.50\|0.00\|9.40\|9.67\|9.34\|384351;2026-05-14\|9.62\|1.26\|9.67\|9.77\|9.34\|581170;2026-05-15\|9.59\|-0.31\|9.50\|9.75\|9.16\|460145;2026-05-18\|9.28\|-3.23\|9.39\|9.54\|9.12\|351754;2026-05-19\|9.30\|0.22\|9.18\|9.40\|8.92\|297205;2026-05-20\|8.94\|-3.87\|9.25\|9.29\|8.80\|277179;2026-05-21\|9.98\|11.63\|9.51\|10.73\|9.51\|1113164;2026-05-22\|9.72\|-2.61\|9.97\|10.06\|9.31\|885902;2026-05-25\|10.40\|7.00\|9.70\|10.45\|9.56\|979821;2026-05-26\|11.40\|9.62\|10.10\|12.20\|10.01\|1245446;2026-05-27\|11.19\|-1.84\|11.45\|11.91\|10.90\|988147;2026-05-28\|10.78\|-3.66\|10.71\|11.12\|10.46\|776859;2026-05-29\|9.54\|-11.50\|10.71\|10.71\|9.43\|726406;2026-06-01\|9.65\|1.15\|9.36\|10.12\|9.32\|534605;2026-06-02\|9.41\|-2.49\|9.50\|9.53\|8.96\|432703;2026-06-03\|9.02\|-4.14\|9.24\|9.71\|8.88\|528727;2026-06-04\|8.77\|-2.77\|8.83\|9.05\|8.64\|439375;2026-06-05\|10.52\|19.95\|8.68\|10.52\|8.31\|879685;2026-06-08\|10.82\|2.85\|10.54\|11.43\|10.54\|1110759;2026-06-09\|10.97\|1.39\|11.13\|11.33\|10.46\|733272;2026-06-10\|10.80\|-1.55\|10.87\|11.03\|10.61\|476579;2026-06-11\|10.69\|-1.02\|10.61\|10.80\|10.23\|513502;2026-06-12\|9.95\|-6.92\|10.77\|10.85\|9.82\|563330;2026-06-15\|10.38\|4.32\|10.33\|10.58\|10.09\|465705;2026-06-16\|10.99\|5.88\|10.32\|11.10\|10.19\|747159;2026-06-17\|11.56\|5.19\|10.78\|11.98\|10.71\|851446;2026-06-18\|11.15\|-3.55\|11.08\|11.29\|10.85\|635398;2026-06-22\|11.95\|7.17\|11.15\|11.95\|10.99\|773911;2026-06-23\|11.08\|-7.28\|11.50\|11.64\|10.97\|539367;2026-06-24\|10.65\|-3.88\|10.81\|10.94\|10.31\|435637;2026-06-25\|10.11\|-5.07\|10.54\|10.74\|9.92\|463272;2026-06-26\|12.13\|19.98\|10.05\|12.13\|9.83\|1047480;2026-06-29\|12.45\|2.64\|12.87\|13.94\|12.13\|1268440;2026-06-30\|13.81\|10.92\|12.99\|14.17\|12.71\|1089883;2026-07-01\|13.11\|-5.07\|13.55\|13.62\|12.85\|816194;2026-07-02\|12.42\|-5.26\|12.68\|12.98\|12.15\|534711;2026-07-03\|12.18\|-1.93\|12.59\|12.91\|11.92\|468377;2026-07-06\|11.06\|-9.20\|12.10\|12.10\|10.90\|541684;2026-07-07\|10.74\|-2.89\|11.07\|11.49\|10.54\|415718;2026-07-08\|10.90\|1.49\|10.88\|11.28\|10.29\|579599;2026-07-09\|11.25\|3.21\|10.99\|11.34\|10.05\|655517;2026-07-10\|10.57\|-6.04\|11.01\|11.57\|10.57\|599732
117831	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：国内OLED终端材料核心供应商，产品已覆盖硅基OLED技术路径，有望切入苹果AR/MR头显显示供应链；涨停缘由：OLED终端材料国内市占率近90%；产品可适配硅基OLED（OLEDoS）面板；媒体预计苹果AR/MR头显将于2027年发布并采用LG OLEDoS方案；公司已通过多家面板厂认证；资金逻辑：4月8日显示面板材料板块资金活跃，主力借势布局消费电子创新周期，北向资金连续两日增持；风险提示：AR/MR终端量产时间及采购规模存在不确定性；OLED材料行业扩产加剧竞争压力	京东方第8.6代线预计2026年年中量产，公司Red Prime材料、Green Host材料等发光层材料已在京东方第8.6代AMOLED生产线通过验证并实现供货	2026-03-03\|33.86\|-2.70\|34.98\|35.91\|33.70\|185305;2026-03-04\|34.03\|0.50\|33.50\|35.20\|33.30\|111524;2026-03-05\|35.54\|4.44\|34.96\|36.72\|34.68\|171537;2026-03-06\|35.01\|-1.49\|34.90\|35.93\|33.88\|108108;2026-03-09\|33.89\|-3.20\|33.05\|34.32\|31.85\|149153;2026-03-10\|35.38\|4.40\|35.10\|35.84\|34.81\|114104;2026-03-11\|35.88\|1.41\|35.52\|36.77\|35.42\|116110;2026-03-12\|37.80\|5.35\|35.55\|38.85\|35.40\|193540;2026-03-13\|39.33\|4.05\|37.05\|40.70\|36.46\|197224;2026-03-16\|39.27\|-0.15\|38.88\|39.98\|37.27\|158976;2026-03-17\|39.20\|-0.18\|39.07\|40.91\|38.89\|166680;2026-03-18\|39.80\|1.53\|38.67\|40.90\|38.01\|162807;2026-03-19\|38.56\|-3.12\|38.62\|40.10\|38.31\|137567;2026-03-20\|37.83\|-1.89\|38.70\|40.88\|37.50\|174459;2026-03-23\|34.16\|-9.70\|36.43\|36.83\|33.90\|202046;2026-03-24\|35.62\|4.27\|35.35\|36.00\|34.20\|121328;2026-03-25\|39.75\|11.59\|36.00\|40.49\|36.00\|192132;2026-03-26\|38.79\|-2.42\|39.70\|40.00\|38.52\|101288;2026-03-27\|39.94\|2.96\|37.46\|41.17\|37.46\|142651;2026-03-30\|40.88\|2.35\|39.82\|41.75\|39.16\|139581;2026-03-31\|38.71\|-5.31\|40.50\|40.66\|38.51\|127321;2026-04-01\|40.39\|4.34\|40.00\|41.38\|39.60\|117646;2026-04-02\|39.83\|-1.39\|40.64\|41.64\|39.28\|118120;2026-04-03\|38.99\|-2.11\|40.03\|40.57\|38.89\|86559;2026-04-07\|40.12\|2.90\|39.15\|40.95\|39.00\|106542;2026-04-08\|45.60\|13.66\|41.60\|46.32\|40.73\|207464;2026-04-09\|46.41\|1.78\|44.80\|47.38\|44.30\|149887;2026-04-10\|46.22\|-0.41\|47.30\|49.98\|46.08\|184085;2026-04-13\|48.40\|4.72\|45.64\|48.84\|45.30\|166215;2026-04-14\|48.08\|-0.66\|49.00\|49.85\|47.50\|130408;2026-04-15\|46.92\|-2.41\|48.00\|48.48\|46.46\|108099;2026-04-16\|49.56\|5.63\|46.95\|49.94\|46.68\|120738;2026-04-17\|49.68\|0.24\|49.20\|51.80\|49.20\|96942;2026-04-20\|50.26\|1.17\|49.24\|51.47\|48.00\|110623;2026-04-21\|55.00\|9.43\|50.00\|55.37\|49.78\|148384;2026-04-22\|56.00\|1.82\|54.88\|57.57\|54.00\|124506;2026-04-23\|53.35\|-4.73\|55.25\|56.69\|52.93\|136193;2026-04-24\|55.15\|3.37\|53.00\|55.39\|50.88\|184068;2026-04-27\|52.93\|-4.03\|56.00\|57.15\|52.69\|162888;2026-04-28\|51.00\|-3.65\|52.41\|53.69\|50.67\|132177;2026-04-29\|51.18\|0.35\|51.00\|52.30\|49.79\|90100;2026-04-30\|52.66\|2.89\|49.45\|56.00\|49.45\|190495;2026-05-06\|51.48\|-2.24\|52.88\|54.00\|51.00\|147889;2026-05-07\|54.23\|5.34\|51.00\|55.70\|50.81\|152646;2026-05-08\|54.98\|1.38\|53.00\|55.50\|51.50\|151382;2026-05-11\|55.31\|0.60\|56.00\|57.49\|53.50\|184469;2026-05-12\|60.43\|9.26\|55.20\|62.00\|53.60\|227033;2026-05-13\|59.74\|-1.14\|60.00\|60.35\|57.66\|179958;2026-05-14\|57.50\|-3.75\|59.42\|59.98\|57.29\|107353;2026-05-15\|58.55\|1.83\|57.51\|60.30\|57.33\|128106;2026-05-18\|63.51\|8.47\|58.43\|64.58\|57.15\|171129;2026-05-19\|64.66\|1.81\|64.53\|64.93\|60.62\|129967;2026-05-20\|66.11\|2.24\|64.00\|66.90\|61.61\|104087;2026-05-21\|64.50\|-2.44\|66.30\|69.63\|64.00\|150256;2026-05-22\|68.36\|5.98\|65.79\|70.28\|64.80\|143784;2026-05-25\|71.52\|4.62\|68.10\|72.10\|67.50\|131118;2026-05-26\|62.02\|-13.28\|70.17\|72.45\|58.00\|343168;2026-05-27\|55.26\|-10.90\|61.40\|61.40\|54.44\|281718;2026-05-28\|59.00\|6.77\|56.36\|59.41\|54.54\|195277;2026-05-29\|54.20\|-8.14\|60.00\|60.59\|53.88\|168182;2026-06-01\|49.99\|-7.77\|54.51\|55.33\|49.79\|168276;2026-06-02\|52.32\|4.66\|49.99\|52.75\|49.61\|143275;2026-06-03\|50.66\|-3.17\|52.20\|53.17\|49.88\|164098;2026-06-04\|52.02\|2.68\|50.04\|52.49\|49.62\|122055;2026-06-05\|49.83\|-4.21\|51.84\|54.28\|49.58\|174711;2026-06-08\|46.31\|-7.06\|47.61\|48.84\|45.18\|156058;2026-06-09\|48.20\|4.35\|47.70\|48.70\|45.77\|122385;2026-06-10\|46.91\|-2.68\|48.12\|48.59\|45.92\|81002;2026-06-11\|46.99\|0.17\|47.90\|47.99\|46.39\|95918;2026-06-12\|46.36\|-1.34\|47.92\|50.26\|46.28\|117020;2026-06-15\|53.30\|14.97\|47.76\|53.99\|47.02\|175959;2026-06-16\|53.27\|-0.06\|53.88\|54.53\|51.60\|135135;2026-06-17\|55.38\|3.96\|52.69\|56.99\|52.20\|164736;2026-06-18\|57.83\|4.42\|55.37\|58.90\|55.03\|152726;2026-06-22\|60.75\|5.05\|58.00\|62.00\|56.88\|185466;2026-06-23\|58.39\|-3.88\|60.15\|61.56\|57.88\|129628;2026-06-24\|59.90\|2.59\|58.00\|61.77\|57.34\|143289;2026-06-25\|63.97\|6.79\|60.37\|65.00\|59.59\|148380;2026-06-26\|64.01\|0.06\|62.90\|66.88\|61.60\|133110;2026-06-29\|61.75\|-3.53\|63.56\|65.60\|58.88\|142449;2026-06-30\|68.62\|11.13\|62.00\|69.58\|60.83\|164153;2026-07-01\|69.20\|0.85\|71.01\|73.79\|68.36\|147947;2026-07-02\|65.15\|-5.85\|66.03\|69.67\|64.00\|132939;2026-07-03\|60.62\|-6.95\|65.06\|66.00\|60.52\|117776;2026-07-06\|57.43\|-5.26\|61.88\|62.91\|57.10\|112751;2026-07-07\|55.60\|-3.19\|58.43\|59.20\|53.67\|82503;2026-07-08\|54.56\|-1.87\|56.21\|57.07\|52.58\|79922;2026-07-09\|58.50\|7.22\|54.97\|58.82\|54.33\|89322;2026-07-10\|54.56\|-6.74\|58.50\|60.80\|54.50\|10172030
117830	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	储能调频+消费电子+智能穿戴 1、据2026年5月13日机构调研，公司2026年确立“稳玻璃、强储能”双主业战略，山西偏关100MW储能调频电站已并网运营且指标领先，将推动125MW新项目在年内并网，累计规模将达225MW；公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务。 2、据2026年4月24日年报，公司主要从事玻璃防护屏的研发、生产和销售，产品广泛应用于智能手机、平板电脑、智能穿戴等终端，已成为京东方、三星显示等厂商的配套供应商，产品最终应用于华为、vivo、三星等知名品牌。 3、据2026年4月24日年报，公司智能穿戴类业务涉及玻璃盖板研发，已完成智能穿戴盖板玻璃肖特AS自制减薄工艺等研发项目，产品应用于智能穿戴等新一代智能终端。	1、公司是国内规模较大的专业玻璃防护屏供应商，产品最终应用于华为、vivo、OPPO、三星、小米、荣耀等知名品牌，并已成为京东方、三星显示等光电子器件制造商的配套供应商； 2、公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务	2026-03-03\|21.44\|-5.09\|22.60\|22.85\|21.40\|47334;2026-03-04\|20.89\|-2.57\|21.40\|21.57\|20.70\|44101;2026-03-05\|21.55\|3.16\|21.50\|21.95\|21.23\|35764;2026-03-06\|21.71\|0.74\|21.39\|21.78\|21.09\|29426;2026-03-09\|21.71\|0.00\|21.50\|21.86\|20.90\|37693;2026-03-10\|22.45\|3.41\|21.81\|22.54\|21.81\|31669;2026-03-11\|22.18\|-1.20\|22.49\|22.88\|22.18\|47867;2026-03-12\|21.80\|-1.71\|22.22\|22.25\|21.74\|20571;2026-03-13\|21.56\|-1.10\|21.72\|21.95\|21.36\|22953;2026-03-16\|21.55\|-0.05\|21.50\|21.69\|21.18\|20682;2026-03-17\|21.00\|-2.55\|21.76\|21.76\|20.92\|19770;2026-03-18\|21.87\|4.14\|21.15\|22.05\|20.98\|27052;2026-03-19\|22.60\|3.34\|21.61\|23.06\|21.22\|61509;2026-03-20\|21.70\|-3.98\|22.63\|23.02\|21.60\|46048;2026-03-23\|20.07\|-7.51\|21.20\|21.30\|19.93\|44045;2026-03-24\|21.15\|5.38\|20.80\|21.20\|20.36\|31746;2026-03-25\|21.65\|2.36\|21.35\|21.88\|21.26\|29158;2026-03-26\|21.28\|-1.71\|21.59\|21.66\|20.96\|21060;2026-03-27\|21.87\|2.77\|21.26\|22.10\|20.61\|34788;2026-03-30\|21.50\|-1.69\|21.59\|21.62\|20.92\|25252;2026-03-31\|21.01\|-2.28\|21.38\|21.63\|21.00\|24435;2026-04-01\|21.79\|3.71\|21.49\|22.12\|21.32\|29425;2026-04-02\|20.93\|-3.95\|21.64\|22.00\|20.66\|29190;2026-04-03\|20.49\|-2.10\|21.24\|21.30\|20.11\|28505;2026-04-07\|20.35\|-0.68\|20.56\|21.00\|20.21\|28554;2026-04-08\|21.41\|5.21\|20.75\|21.44\|20.74\|30555;2026-04-09\|21.02\|-1.82\|21.40\|21.40\|20.93\|25713;2026-04-10\|21.44\|2.00\|21.11\|21.83\|21.11\|29883;2026-04-13\|21.88\|2.05\|21.28\|22.16\|21.10\|45206;2026-04-14\|22.52\|2.92\|22.00\|22.99\|21.88\|45160;2026-04-15\|22.13\|-1.73\|22.72\|22.85\|22.00\|31090;2026-04-16\|22.49\|1.63\|22.12\|22.74\|21.81\|32010;2026-04-17\|22.35\|-0.62\|22.48\|22.60\|22.20\|23553;2026-04-20\|22.69\|1.52\|22.42\|23.12\|22.21\|27699;2026-04-21\|22.67\|-0.09\|22.55\|22.90\|22.39\|22730;2026-04-22\|23.07\|1.76\|22.60\|23.25\|22.46\|28445;2026-04-23\|22.49\|-2.51\|23.20\|23.20\|22.41\|31606;2026-04-24\|22.30\|-0.84\|22.49\|22.50\|21.87\|32014;2026-04-27\|23.30\|4.48\|22.35\|23.30\|22.23\|38002;2026-04-28\|22.90\|-1.72\|23.09\|23.36\|22.64\|39189;2026-04-29\|23.60\|3.06\|22.82\|24.00\|22.75\|48596;2026-04-30\|23.46\|-0.59\|23.76\|24.09\|23.33\|34312;2026-05-06\|23.34\|-0.51\|23.60\|23.70\|23.25\|46144;2026-05-07\|24.56\|5.23\|23.50\|24.84\|23.29\|71787;2026-05-08\|25.53\|3.95\|24.41\|26.16\|24.31\|88977;2026-05-11\|25.73\|0.78\|25.91\|26.25\|25.00\|61763;2026-05-12\|25.68\|-0.19\|25.67\|25.90\|24.80\|41560;2026-05-13\|26.51\|3.23\|25.68\|26.85\|25.21\|72275;2026-05-14\|25.79\|-2.72\|26.35\|26.39\|25.61\|41488;2026-05-15\|24.94\|-3.30\|25.58\|25.85\|24.82\|42095;2026-05-18\|24.42\|-2.08\|24.97\|25.24\|24.19\|40225;2026-05-19\|24.58\|0.66\|24.49\|24.70\|24.01\|33141;2026-05-20\|24.74\|0.65\|24.57\|24.90\|24.06\|32864;2026-05-21\|26.01\|5.13\|24.83\|27.30\|24.80\|136113;2026-05-22\|26.22\|0.81\|26.54\|26.84\|25.50\|121609;2026-05-25\|26.58\|1.37\|26.37\|26.98\|25.88\|82778;2026-05-26\|25.95\|-2.37\|26.32\|26.89\|25.55\|50246;2026-05-27\|25.18\|-2.97\|26.00\|26.13\|24.91\|52862;2026-05-28\|25.92\|2.94\|25.05\|26.10\|24.65\|53061;2026-05-29\|17.77\|-4.00\|18.51\|19.13\|17.58\|79301;2026-06-01\|17.51\|-1.46\|17.77\|18.79\|17.46\|76867;2026-06-02\|17.53\|0.11\|17.50\|17.88\|16.85\|68927;2026-06-03\|16.75\|-4.45\|17.50\|17.68\|16.55\|64180;2026-06-04\|16.33\|-2.51\|16.50\|17.68\|16.16\|85557;2026-06-05\|16.64\|1.90\|16.16\|17.25\|15.77\|92739;2026-06-08\|15.61\|-6.19\|17.00\|17.26\|15.58\|112639;2026-06-09\|16.01\|2.56\|15.80\|16.26\|15.27\|82234;2026-06-10\|16.00\|-0.06\|15.82\|16.58\|15.68\|72294;2026-06-11\|16.10\|0.62\|16.50\|16.80\|15.55\|75030;2026-06-12\|15.60\|-3.11\|16.30\|16.70\|15.56\|64651;2026-06-15\|15.84\|1.54\|15.68\|16.23\|15.50\|54988;2026-06-16\|16.60\|4.80\|15.83\|16.75\|15.45\|83595;2026-06-17\|16.23\|-2.23\|16.41\|17.08\|16.18\|78339;2026-06-18\|15.85\|-2.34\|16.31\|16.48\|15.84\|62170;2026-06-22\|15.65\|-1.26\|15.83\|16.00\|15.18\|77119;2026-06-23\|15.41\|-1.53\|15.50\|16.00\|15.28\|61276;2026-06-24\|15.39\|-0.13\|15.30\|15.90\|14.50\|101304;2026-06-25\|17.47\|13.52\|15.39\|17.80\|15.20\|194365;2026-06-26\|20.96\|19.98\|18.36\|20.96\|17.22\|446885;2026-06-29\|17.38\|-17.08\|19.88\|20.55\|17.26\|487201;2026-06-30\|19.40\|11.62\|18.00\|20.00\|17.80\|370517;2026-07-01\|19.38\|-0.10\|19.66\|19.99\|18.50\|276378;2026-07-02\|19.45\|0.36\|18.96\|20.12\|18.66\|211988;2026-07-03\|22.77\|17.07\|19.39\|23.34\|19.20\|360004;2026-07-06\|23.48\|3.12\|22.98\|24.39\|22.68\|278604;2026-07-07\|22.52\|-4.09\|23.37\|24.30\|22.31\|157682;2026-07-08\|21.72\|-3.55\|22.35\|23.42\|21.30\|153878;2026-07-09\|21.59\|-0.60\|21.32\|21.82\|20.54\|178566;2026-07-10\|20.60\|-4.59\|21.38\|21.76\|20.13\|166044
117829	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	背光显示模组+TCL华星+业绩拐点 1、TCL科技业绩预告显示，TCL华星营业收入突破1,000亿元，净利润超80亿元。据2025年8月22日半年度报告，公司是国内规模较大的背光显示模组厂商之一，主营背光显示模组、LCM模组及导光板、光学材料等零部件，服务京东方、群创光电、华星光电等核心面板厂。 2、据2025年4月23日披露的2024年年度报告，公司具备Mini-LED背光显示模组完整技术并已量产，产品用于车载等多领域，车载客户涵盖蔚来、吉利、一汽、BOE、华星光电等。 3、据2025年12月5日投资者关系活动记录表，公司2025年前三季度营收24.24亿元，同比增长44.06%，第三季度单季归母净利润1,766.25万元，同比增153.33%，实现单季扭亏。	背光显示模组一站式综合方案提供商；公司在MiniLED背光产品及直显预研项目中均有应用玻璃基板方案，主要利用其单面走线技术及玻璃的平整特性	2026-03-03\|20.22\|-6.48\|21.62\|22.00\|20.14\|57705;2026-03-04\|21.17\|4.70\|20.29\|21.28\|20.19\|62311;2026-03-05\|23.03\|8.79\|21.52\|23.58\|21.42\|129901;2026-03-06\|23.46\|1.87\|22.50\|23.58\|22.28\|83527;2026-03-09\|23.01\|-1.92\|22.70\|23.44\|22.70\|61492;2026-03-10\|23.04\|0.13\|23.39\|23.89\|22.90\|44431;2026-03-11\|22.62\|-1.82\|22.94\|23.30\|22.41\|57136;2026-03-12\|22.05\|-2.52\|22.70\|22.71\|21.80\|39455;2026-03-13\|21.58\|-2.13\|22.26\|22.45\|21.51\|38738;2026-03-16\|21.34\|-1.11\|21.49\|21.73\|21.03\|30597;2026-03-17\|20.50\|-3.94\|21.75\|21.87\|20.47\|40678;2026-03-18\|20.75\|1.22\|20.52\|20.92\|20.45\|38106;2026-03-19\|20.13\|-2.99\|20.42\|20.84\|20.02\|34084;2026-03-20\|19.37\|-3.78\|20.56\|20.56\|19.33\|35638;2026-03-23\|18.00\|-7.07\|19.03\|19.30\|17.73\|64345;2026-03-24\|18.84\|4.67\|18.45\|18.91\|18.05\|32641;2026-03-25\|19.07\|1.22\|19.00\|19.45\|18.85\|28944;2026-03-26\|18.94\|-0.68\|19.10\|19.50\|18.70\|29901;2026-03-27\|19.34\|2.11\|18.66\|19.60\|18.50\|36757;2026-03-30\|21.24\|9.82\|19.00\|21.36\|18.88\|72544;2026-03-31\|19.97\|-5.98\|21.35\|21.65\|19.86\|70267;2026-04-01\|19.75\|-1.10\|20.42\|20.84\|19.68\|48555;2026-04-02\|19.00\|-3.80\|19.69\|19.74\|18.81\|34778;2026-04-03\|18.68\|-1.68\|19.16\|19.29\|18.56\|27109;2026-04-07\|18.47\|-1.12\|19.05\|19.09\|18.42\|23910;2026-04-08\|19.83\|7.36\|18.87\|19.86\|18.87\|32985;2026-04-09\|19.87\|0.20\|19.64\|20.40\|19.47\|41445;2026-04-10\|19.98\|0.55\|20.03\|20.29\|19.82\|21066;2026-04-13\|20.78\|4.00\|19.79\|20.97\|19.66\|56105;2026-04-14\|21.91\|5.44\|21.00\|22.38\|21.00\|81300;2026-04-15\|22.10\|0.87\|21.87\|22.35\|21.20\|60204;2026-04-16\|23.45\|6.11\|22.29\|23.80\|21.67\|80429;2026-04-17\|23.89\|1.88\|23.49\|24.09\|23.00\|58466;2026-04-20\|23.89\|0.00\|23.88\|24.27\|23.35\|66055;2026-04-21\|24.20\|1.30\|23.80\|24.32\|23.62\|48208;2026-04-22\|24.48\|1.16\|24.10\|24.65\|23.80\|42370;2026-04-23\|23.69\|-3.23\|24.63\|24.65\|23.40\|54715;2026-04-24\|23.74\|0.21\|23.59\|24.00\|23.38\|45322;2026-04-27\|23.62\|-0.51\|24.16\|24.63\|22.81\|65807;2026-04-28\|25.39\|7.49\|23.61\|25.55\|23.41\|97397;2026-04-29\|26.75\|5.36\|24.98\|27.98\|24.50\|156296;2026-04-30\|26.27\|-1.79\|27.20\|27.20\|26.06\|75266;2026-05-06\|26.81\|2.06\|26.80\|27.28\|26.21\|68394;2026-05-07\|27.41\|2.24\|26.82\|27.99\|26.69\|63117;2026-05-08\|28.27\|3.14\|27.02\|28.73\|27.02\|62964;2026-05-11\|29.27\|3.54\|28.67\|30.12\|28.00\|83724;2026-05-12\|29.88\|2.08\|29.20\|30.86\|29.06\|78415;2026-05-13\|29.98\|0.33\|29.70\|30.71\|29.30\|59143;2026-05-14\|29.43\|-1.83\|30.50\|31.80\|29.40\|76228;2026-05-15\|29.41\|-0.07\|29.40\|30.88\|28.37\|77323;2026-05-18\|30.82\|4.79\|29.40\|31.00\|29.17\|80878;2026-05-19\|30.70\|-0.39\|30.65\|31.91\|29.90\|68638;2026-05-20\|30.30\|-1.30\|30.70\|30.70\|29.71\|51224;2026-05-21\|29.77\|-1.75\|31.00\|32.39\|29.70\|96782;2026-05-22\|30.94\|3.93\|29.94\|31.28\|29.66\|71481;2026-05-25\|29.65\|-4.17\|31.20\|31.21\|29.05\|83486;2026-05-26\|29.06\|-1.99\|29.65\|29.95\|28.60\|73350;2026-05-27\|31.55\|8.57\|29.40\|32.99\|29.35\|141374;2026-05-28\|35.07\|11.16\|31.17\|35.47\|30.96\|157493;2026-05-29\|33.61\|-4.16\|34.87\|35.89\|33.00\|122318;2026-06-01\|31.45\|-6.43\|33.81\|34.90\|31.25\|104809;2026-06-02\|31.26\|-0.60\|31.39\|32.06\|30.21\|75949;2026-06-03\|30.90\|-1.15\|32.53\|32.53\|30.33\|80795;2026-06-04\|30.24\|-2.14\|29.59\|31.32\|29.59\|67082;2026-06-05\|31.11\|2.88\|29.88\|31.75\|27.47\|73006;2026-06-08\|28.82\|-7.36\|29.50\|32.23\|28.40\|77496;2026-06-09\|29.25\|1.49\|28.85\|29.83\|28.26\|51109;2026-06-10\|28.51\|-2.53\|29.39\|29.77\|27.98\|69151;2026-06-11\|30.41\|6.66\|28.21\|31.50\|27.22\|101822;2026-06-12\|33.50\|10.16\|30.87\|34.57\|30.72\|140332;2026-06-15\|35.50\|5.97\|33.01\|35.69\|32.94\|100096;2026-06-16\|36.21\|2.00\|35.41\|36.50\|34.51\|83487;2026-06-17\|38.16\|5.39\|35.08\|38.30\|35.08\|70479;2026-06-18\|39.39\|3.22\|39.10\|40.51\|38.48\|86232;2026-06-22\|39.77\|0.96\|38.78\|41.32\|38.30\|82825;2026-06-23\|39.01\|-1.91\|39.31\|41.52\|38.61\|65947;2026-06-24\|37.95\|-2.72\|38.50\|40.65\|36.68\|77661;2026-06-25\|40.85\|7.64\|39.81\|41.18\|38.12\|90355;2026-06-26\|42.74\|4.63\|40.85\|43.38\|39.58\|92371;2026-06-29\|39.39\|-7.84\|42.14\|42.63\|36.85\|112503;2026-06-30\|44.15\|12.08\|40.27\|46.28\|39.56\|119897;2026-07-01\|43.96\|-0.43\|43.65\|45.99\|43.31\|100015;2026-07-02\|41.60\|-5.37\|42.41\|43.80\|41.40\|65892;2026-07-03\|41.35\|-0.60\|41.71\|42.37\|39.39\|52352;2026-07-06\|39.30\|-4.96\|41.35\|41.78\|38.02\|61335;2026-07-07\|41.51\|5.62\|39.29\|42.09\|38.65\|89964;2026-07-08\|49.81\|20.00\|43.93\|49.81\|39.23\|141614;2026-07-09\|52.73\|5.86\|52.00\|53.69\|48.00\|186493;2026-07-10\|47.70\|-9.54\|55.39\|56.66\|47.60\|171488
117828	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	TCO玻璃+钙钛矿+上海国资行业原因： 6月4日，台积电在股东会上透露玻璃基板产业方向，并宣布其基于玻璃基板的CoPoS先进封装技术已正式进入试点线运行阶段，预计2-3年产量将达到相当大的规模。公司原因： 1、据耀皮玻璃官微2026年6月5日报道，公司作为重要合作伙伴，为斩获国际奖项的金桥金湾新材料产业园项目全程提供高性能Low-E镀膜等高端建筑玻璃，赋能零碳科创标杆建设。 2、据2026年3月31日年报及2025年12月17日机构调研，公司TCO玻璃技术国际先进，大连耀皮为国内最早商业化生产太阳能光伏TCO玻璃的制造商，近期投产产线聚焦钙钛矿薄膜太阳能电池用TCO导电玻璃，已与京东方、仁烁光能等建立合作。 3、据公司2025年年报及公开信息，公司最终控制人为上海市国有资产监督管理委员会，控股股东为上海建材集团，具备上海国资背景。	控股子公司常熟耀皮特种玻璃有限公司的压延二期生产线主要生产压花玻璃并具有生产超薄光伏压延玻璃的能力	2026-03-03\|7.99\|-3.62\|8.30\|8.40\|7.95\|162370;2026-03-04\|7.87\|-1.50\|7.91\|8.07\|7.79\|115082;2026-03-05\|8.03\|2.03\|7.98\|8.09\|7.96\|85749;2026-03-06\|8.20\|2.12\|7.98\|8.21\|7.98\|79077;2026-03-09\|8.12\|-0.98\|8.22\|8.30\|8.08\|85155;2026-03-10\|8.16\|0.49\|8.11\|8.20\|8.09\|68877;2026-03-11\|8.11\|-0.61\|8.16\|8.17\|8.06\|68186;2026-03-12\|8.03\|-0.99\|8.15\|8.17\|7.96\|67675;2026-03-13\|7.98\|-0.62\|8.03\|8.11\|7.96\|65051;2026-03-16\|7.85\|-1.63\|7.95\|8.06\|7.81\|74082;2026-03-17\|7.79\|-0.76\|7.88\|7.98\|7.77\|57973;2026-03-18\|7.74\|-0.64\|7.84\|7.84\|7.66\|64267;2026-03-19\|7.50\|-3.10\|7.70\|7.73\|7.49\|74007;2026-03-20\|7.43\|-0.93\|7.54\|7.61\|7.41\|70353;2026-03-23\|7.10\|-4.44\|7.38\|7.38\|7.02\|94675;2026-03-24\|7.40\|4.23\|7.20\|7.41\|7.11\|93661;2026-03-25\|7.40\|0.00\|7.39\|7.48\|7.32\|74205;2026-03-26\|7.31\|-1.22\|7.41\|7.48\|7.29\|54502;2026-03-27\|7.37\|0.82\|7.25\|7.39\|7.22\|39568;2026-03-30\|7.37\|0.00\|7.33\|7.41\|7.22\|49549;2026-03-31\|7.17\|-2.71\|7.37\|7.42\|7.16\|70356;2026-04-01\|7.25\|1.12\|7.29\|7.48\|7.21\|70441;2026-04-02\|7.09\|-2.21\|7.20\|7.24\|7.02\|61943;2026-04-03\|6.69\|-5.64\|7.04\|7.08\|6.65\|99701;2026-04-07\|6.85\|2.39\|6.69\|6.88\|6.68\|68001;2026-04-08\|7.14\|4.23\|6.92\|7.15\|6.90\|80055;2026-04-09\|6.90\|-3.36\|7.13\|7.13\|6.88\|60307;2026-04-10\|7.03\|1.88\|6.97\|7.13\|6.94\|48797;2026-04-13\|7.11\|1.14\|7.06\|7.12\|6.96\|56678;2026-04-14\|7.06\|-0.70\|7.08\|7.13\|6.94\|70133;2026-04-15\|6.98\|-1.13\|7.06\|7.10\|6.97\|44732;2026-04-16\|7.08\|1.43\|6.98\|7.09\|6.87\|61879;2026-04-17\|7.00\|-1.13\|7.01\|7.08\|6.96\|47646;2026-04-20\|7.23\|3.29\|7.10\|7.30\|7.01\|102754;2026-04-21\|7.20\|-0.41\|7.24\|7.27\|7.15\|54055;2026-04-22\|7.14\|-0.83\|7.22\|7.22\|7.11\|59069;2026-04-23\|7.08\|-0.84\|7.14\|7.20\|7.05\|58117;2026-04-24\|7.09\|0.14\|7.10\|7.18\|7.03\|45283;2026-04-27\|7.19\|1.41\|7.07\|7.20\|7.03\|58855;2026-04-28\|6.82\|-5.15\|7.13\|7.16\|6.76\|129831;2026-04-29\|6.88\|0.88\|6.81\|6.92\|6.79\|75971;2026-04-30\|6.83\|-0.73\|6.85\|6.89\|6.75\|52474;2026-05-06\|6.82\|-0.15\|6.82\|6.92\|6.80\|79938;2026-05-07\|6.83\|0.15\|6.85\|6.90\|6.78\|89427;2026-05-08\|6.82\|-0.15\|6.81\|6.84\|6.70\|83795;2026-05-11\|6.80\|-0.29\|6.80\|6.89\|6.72\|95193;2026-05-12\|7.09\|4.26\|6.78\|7.13\|6.72\|200454;2026-05-13\|7.21\|1.69\|7.10\|7.24\|6.92\|195534;2026-05-14\|7.93\|9.99\|7.21\|7.93\|7.21\|214264;2026-05-15\|7.47\|-5.80\|7.86\|7.86\|7.44\|378216;2026-05-18\|7.24\|-3.08\|7.40\|7.48\|7.18\|202181;2026-05-19\|7.21\|-0.41\|7.31\|7.44\|7.06\|184957;2026-05-20\|7.15\|-0.83\|7.18\|7.18\|6.89\|148735;2026-05-21\|6.97\|-2.52\|7.15\|7.65\|6.96\|220334;2026-05-22\|7.11\|2.01\|7.01\|7.14\|6.80\|132871;2026-05-25\|7.19\|1.13\|7.12\|7.28\|7.05\|140397;2026-05-26\|7.06\|-1.81\|7.16\|7.23\|7.00\|113914;2026-05-27\|6.81\|-3.54\|7.05\|7.16\|6.78\|131673;2026-05-28\|7.11\|4.41\|6.83\|7.39\|6.80\|185377;2026-05-29\|6.78\|-4.64\|7.08\|7.16\|6.76\|144706;2026-06-01\|6.78\|0.00\|6.71\|6.88\|6.60\|95637;2026-06-02\|6.54\|-3.54\|6.76\|6.76\|6.48\|102352;2026-06-03\|6.40\|-2.14\|6.52\|6.52\|6.34\|71604;2026-06-04\|6.40\|0.00\|6.39\|6.45\|6.26\|72609;2026-06-05\|7.04\|10.00\|6.39\|7.04\|6.38\|240639;2026-06-08\|6.72\|-4.55\|6.80\|7.04\|6.70\|221391;2026-06-09\|6.86\|2.08\|6.86\|6.96\|6.75\|141163;2026-06-10\|6.51\|-5.10\|6.86\|6.87\|6.35\|145036;2026-06-11\|6.40\|-1.69\|6.47\|6.47\|6.24\|99686;2026-06-12\|6.40\|0.00\|6.47\|6.55\|6.36\|89290;2026-06-15\|6.57\|2.66\|6.48\|6.67\|6.40\|91065;2026-06-16\|6.68\|1.67\|6.57\|6.78\|6.45\|113045;2026-06-17\|6.86\|2.69\|6.61\|7.14\|6.60\|242618;2026-06-18\|6.18\|-9.91\|6.55\|6.58\|6.17\|271191;2026-06-22\|6.08\|-1.62\|6.16\|6.25\|5.94\|135596;2026-06-23\|6.01\|-1.15\|6.02\|6.18\|5.95\|99532;2026-06-24\|5.81\|-3.33\|6.00\|6.00\|5.72\|105516;2026-06-25\|5.71\|-1.72\|5.82\|5.83\|5.61\|89291;2026-06-26\|5.70\|-0.18\|5.65\|5.89\|5.63\|100518;2026-06-29\|5.80\|1.75\|5.74\|5.98\|5.62\|124725;2026-06-30\|6.38\|10.00\|5.79\|6.38\|5.64\|218528;2026-07-01\|5.99\|-6.11\|6.28\|6.32\|5.99\|251047;2026-07-02\|5.80\|-3.17\|5.93\|5.99\|5.80\|156163;2026-07-03\|5.77\|-0.52\|5.85\|5.86\|5.75\|99844;2026-07-06\|5.51\|-4.51\|5.73\|5.77\|5.50\|111397;2026-07-07\|5.38\|-2.18\|5.46\|5.48\|5.35\|62026;2026-07-08\|5.28\|-1.86\|5.38\|5.40\|5.27\|60891;2026-07-09\|5.33\|0.95\|5.25\|5.34\|5.16\|66421;2026-07-10\|5.38\|0.94\|5.33\|5.45\|5.28\|64082
117827	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	导光板+TAC膜+产品升级行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司TAC膜项目厂房建设稳步推进，调液罐体、碳纤维滚轴及拉伸设备已到场，实验室试制膜已送下游检测且结果与自测无重大差异；京东方、三利谱与公司共同设立子公司安徽吉光从事TAC膜项目，该项目旨在打破日本垄断，当前地缘关系下必要性进一步加强。 2、据2025年年度报告，公司主营导光板，是国内中大尺寸导光板领域生产规模领先的企业之一，产品广泛应用于联想、华为、小米、LG等品牌的显示器及电视中。 3、据2026年4月29日业绩说明会，公司聚焦高技术、高附加值产品，自主研发的棱镜型网点技术2025年实现营收约4200万元，提升了公司在高端显示产品领域的市场占有率。	公司主营中大尺寸导光板，产品厚度0.3-3 mm、尺寸8-86英寸，已批量供货京东方、小米、华为、LG等头部面板品牌	2026-03-03\|39.50\|-6.88\|42.42\|42.79\|39.41\|42332;2026-03-04\|41.15\|4.18\|38.93\|42.88\|38.62\|63452;2026-03-05\|43.23\|5.05\|41.97\|44.80\|41.48\|50850;2026-03-06\|49.16\|13.72\|42.72\|49.60\|42.72\|88661;2026-03-09\|47.41\|-3.56\|47.94\|48.00\|45.00\|75553;2026-03-10\|52.62\|10.99\|48.72\|53.49\|48.53\|88481;2026-03-11\|51.08\|-2.93\|52.02\|53.38\|50.40\|60126;2026-03-12\|48.50\|-5.05\|50.60\|51.09\|48.10\|54688;2026-03-13\|48.35\|-0.31\|48.40\|50.25\|47.30\|41780;2026-03-16\|49.14\|1.63\|48.00\|50.23\|46.82\|37913;2026-03-17\|47.00\|-4.35\|49.30\|50.88\|46.95\|40298;2026-03-18\|47.07\|0.15\|47.49\|48.00\|46.18\|33547;2026-03-19\|45.63\|-3.06\|47.01\|47.01\|45.26\|30855;2026-03-20\|44.04\|-3.48\|46.00\|46.95\|44.04\|34068;2026-03-23\|40.73\|-7.52\|43.73\|43.73\|40.49\|45102;2026-03-24\|42.26\|3.76\|41.66\|42.49\|40.61\|32797;2026-03-25\|42.36\|0.24\|42.26\|44.26\|42.23\|28277;2026-03-26\|41.16\|-2.83\|41.98\|42.24\|40.92\|23391;2026-03-27\|41.28\|0.29\|40.06\|41.95\|39.42\|19902;2026-03-30\|40.33\|-2.30\|40.50\|41.20\|39.94\|24483;2026-03-31\|39.24\|-2.70\|40.00\|40.90\|39.21\|22573;2026-04-01\|40.16\|2.34\|40.24\|40.88\|39.63\|18352;2026-04-02\|38.84\|-3.29\|39.54\|40.76\|38.50\|24971;2026-04-03\|37.70\|-2.94\|39.34\|39.70\|37.30\|31470;2026-04-07\|37.31\|-1.03\|37.73\|38.25\|37.14\|22891;2026-04-08\|40.35\|8.15\|38.02\|40.48\|38.02\|28828;2026-04-09\|39.85\|-1.24\|40.12\|40.12\|39.40\|22716;2026-04-10\|40.82\|2.43\|40.00\|41.33\|40.00\|23311;2026-04-13\|39.55\|-3.11\|40.42\|40.42\|39.26\|26227;2026-04-14\|39.33\|-0.56\|39.98\|40.17\|38.90\|30214;2026-04-15\|39.10\|-0.58\|39.17\|39.75\|38.96\|17401;2026-04-16\|40.02\|2.35\|39.40\|40.20\|38.55\|19232;2026-04-17\|41.37\|3.37\|40.48\|42.78\|40.02\|36519;2026-04-20\|42.50\|2.73\|41.33\|43.66\|40.90\|39581;2026-04-21\|42.10\|-0.94\|42.27\|42.86\|41.40\|29133;2026-04-22\|41.39\|-1.69\|42.59\|42.78\|40.87\|29144;2026-04-23\|40.26\|-2.73\|41.41\|41.41\|40.00\|21423;2026-04-24\|41.95\|4.20\|40.52\|42.37\|40.22\|29739;2026-04-27\|42.33\|0.91\|42.12\|42.48\|40.32\|33309;2026-04-28\|45.85\|8.32\|42.56\|46.88\|42.34\|74180;2026-04-29\|45.80\|-0.11\|45.69\|46.04\|44.91\|42417;2026-04-30\|48.40\|5.68\|45.80\|49.98\|45.09\|57744;2026-05-06\|49.20\|1.65\|49.00\|49.69\|47.15\|59606;2026-05-07\|52.93\|7.58\|49.59\|55.55\|49.25\|115338;2026-05-08\|52.30\|-1.19\|51.84\|53.47\|51.10\|55467;2026-05-11\|53.80\|2.87\|52.12\|54.17\|51.81\|57086;2026-05-12\|51.50\|-4.28\|53.40\|54.00\|51.22\|48750;2026-05-13\|52.09\|1.15\|51.50\|52.60\|50.75\|34788;2026-05-14\|54.83\|5.26\|52.62\|55.95\|51.71\|61546;2026-05-15\|53.70\|-2.06\|54.71\|55.14\|52.60\|48976;2026-05-18\|55.41\|3.18\|53.32\|55.81\|52.32\|37521;2026-05-19\|56.25\|1.52\|55.44\|56.33\|52.00\|48704;2026-05-20\|57.12\|1.55\|55.69\|57.78\|55.00\|37386;2026-05-21\|53.68\|-6.02\|57.50\|61.66\|53.54\|85325;2026-05-22\|58.97\|9.85\|54.32\|60.36\|53.38\|84813;2026-05-25\|58.77\|-0.17\|58.86\|59.55\|56.48\|52907;2026-05-26\|61.85\|5.24\|58.77\|62.44\|58.00\|70541;2026-05-27\|61.02\|-1.34\|61.72\|64.75\|60.06\|69951;2026-05-28\|59.70\|-2.16\|60.62\|61.50\|57.00\|69375;2026-05-29\|52.53\|-12.01\|60.00\|60.03\|51.45\|93717;2026-06-01\|51.14\|-2.65\|51.60\|53.46\|50.61\|46671;2026-06-02\|52.80\|3.25\|50.80\|53.49\|49.12\|54427;2026-06-03\|53.20\|0.76\|52.74\|54.35\|51.51\|35673;2026-06-04\|52.47\|-1.37\|51.81\|53.00\|51.22\|25648;2026-06-05\|52.52\|0.10\|52.27\|54.88\|51.50\|28195;2026-06-08\|50.02\|-4.76\|50.79\|52.20\|49.00\|28309;2026-06-09\|51.82\|3.60\|51.35\|51.97\|49.60\|19601;2026-06-10\|50.62\|-2.32\|51.11\|51.32\|49.86\|20407;2026-06-11\|54.65\|7.96\|50.97\|56.14\|49.65\|50656;2026-06-12\|53.00\|-3.02\|56.00\|57.25\|52.41\|48827;2026-06-15\|58.99\|11.30\|53.71\|60.62\|53.71\|74091;2026-06-16\|60.07\|1.83\|58.67\|61.68\|57.70\|48702;2026-06-17\|61.10\|1.71\|59.77\|62.50\|59.60\|33949;2026-06-18\|64.36\|5.34\|62.30\|65.50\|60.79\|49540;2026-06-22\|64.06\|-0.47\|66.57\|67.91\|62.15\|47577;2026-06-23\|62.50\|-2.44\|64.24\|64.97\|61.66\|36573;2026-06-24\|65.95\|5.52\|61.86\|66.64\|60.50\|36621;2026-06-25\|66.08\|0.20\|65.57\|69.20\|65.18\|35401;2026-06-26\|68.73\|4.01\|66.11\|70.76\|64.65\|50980;2026-06-29\|74.23\|8.00\|68.00\|75.87\|68.00\|70153;2026-06-30\|89.08\|20.01\|74.23\|89.08\|73.39\|92373;2026-07-01\|92.59\|3.94\|94.88\|102.50\|90.37\|160667;2026-07-02\|98.31\|6.18\|90.72\|104.00\|85.51\|138994;2026-07-03\|97.50\|-0.82\|99.87\|103.87\|92.44\|87212;2026-07-06\|92.81\|-4.81\|97.72\|99.59\|89.92\|69726;2026-07-07\|99.20\|6.88\|96.94\|103.96\|95.20\|106083;2026-07-08\|91.40\|-7.86\|99.25\|101.00\|89.50\|72068;2026-07-09\|93.00\|1.75\|92.00\|95.48\|85.00\|89220;2026-07-10\|93.00\|0.00\|92.88\|99.50\|89.00\|80296
117826	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-03-03\|6.65\|-5.00\|7.00\|7.03\|6.61\|427161;2026-03-04\|6.40\|-3.76\|6.56\|6.85\|6.39\|474515;2026-03-05\|6.76\|5.62\|6.52\|6.95\|6.51\|637087;2026-03-06\|6.48\|-4.14\|6.67\|6.68\|6.38\|677043;2026-03-09\|6.31\|-2.62\|6.39\|6.40\|6.07\|479991;2026-03-10\|6.46\|2.38\|6.39\|6.54\|6.37\|337358;2026-03-11\|6.42\|-0.62\|6.43\|6.51\|6.35\|322836;2026-03-12\|6.42\|0.00\|6.40\|6.53\|6.37\|230891;2026-03-13\|6.45\|0.47\|6.38\|6.60\|6.35\|368250;2026-03-16\|6.40\|-0.78\|6.45\|6.46\|6.26\|322229;2026-03-17\|6.32\|-1.25\|6.41\|6.57\|6.31\|327456;2026-03-18\|6.26\|-0.95\|6.31\|6.38\|6.18\|239137;2026-03-19\|6.05\|-3.35\|6.18\|6.19\|6.02\|270222;2026-03-20\|5.97\|-1.32\|6.08\|6.16\|5.97\|222737;2026-03-23\|5.68\|-4.86\|5.90\|5.91\|5.64\|295951;2026-03-24\|5.81\|2.29\|5.79\|5.82\|5.65\|176741;2026-03-25\|5.78\|-0.52\|5.82\|5.87\|5.76\|236693;2026-03-26\|5.68\|-1.73\|5.77\|5.82\|5.66\|169566;2026-03-27\|5.69\|0.18\|5.60\|5.72\|5.59\|162176;2026-03-30\|5.69\|0.00\|5.60\|5.69\|5.50\|170678;2026-03-31\|5.59\|-1.76\|5.67\|5.73\|5.57\|154623;2026-04-01\|5.66\|1.25\|5.69\|5.72\|5.61\|130673;2026-04-02\|5.55\|-1.94\|5.65\|5.66\|5.52\|161397;2026-04-03\|5.48\|-1.26\|5.55\|5.58\|5.46\|126457;2026-04-07\|5.57\|1.64\|5.52\|5.61\|5.48\|139478;2026-04-08\|5.80\|4.13\|5.67\|5.82\|5.66\|280200;2026-04-09\|6.38\|10.00\|6.05\|6.38\|6.05\|469681;2026-04-10\|7.02\|10.03\|7.02\|7.02\|6.88\|924141;2026-04-13\|6.89\|-1.85\|6.95\|7.12\|6.79\|1637688;2026-04-14\|6.83\|-0.87\|6.75\|7.12\|6.71\|1223317;2026-04-15\|7.19\|5.27\|6.83\|7.49\|6.72\|1997045;2026-04-16\|7.08\|-1.53\|6.96\|7.09\|6.88\|1158980;2026-04-17\|7.79\|10.03\|7.10\|7.79\|7.09\|1185711;2026-04-20\|8.57\|10.01\|8.27\|8.57\|8.08\|1107222;2026-04-21\|8.45\|-1.40\|8.68\|8.93\|8.18\|2839316;2026-04-22\|8.86\|4.85\|8.41\|9.17\|8.36\|2381613;2026-04-23\|8.53\|-3.72\|8.68\|8.88\|8.29\|1631914;2026-04-24\|8.07\|-5.39\|8.40\|8.50\|7.99\|1223736;2026-04-27\|8.88\|10.04\|8.05\|8.88\|8.01\|1733130;2026-04-28\|8.66\|-2.48\|8.91\|9.04\|8.44\|1503994;2026-04-29\|8.80\|1.62\|8.50\|9.10\|8.50\|1458082;2026-04-30\|8.09\|-8.07\|8.28\|8.45\|8.01\|1557798;2026-05-06\|8.22\|1.61\|8.23\|8.46\|8.12\|1207629;2026-05-07\|9.04\|9.98\|8.42\|9.04\|8.41\|1527635;2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987
117825	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：高硼硅玻璃具备稳定热膨胀系数与低介电损耗，已满足半导体封装玻璃基板原材料标准，正与多家国内封测厂开展合作验证；涨停缘由：玻璃基板是Chiplet与先进封装关键载体，南玻在特种玻璃领域积淀深厚，材料性能指标达国际一线水平；资金逻辑：资金提前布局半导体材料国产替代主线，南玻作为稀缺玻璃基板潜在供应商获主题资金抢筹；风险提示：玻璃基板验证周期长、导入门槛高，目前尚未形成批量订单，业绩贡献暂不明确	公司在特种玻璃领域深耕多年，消息称公司高硼硅玻璃产品具备稳定的热膨胀系数与低介电损耗，符合半导体封装玻璃基板的原材料标准，已与多家国内制造企业建立合作关系	2026-03-03\|4.83\|-2.03\|4.94\|4.98\|4.80\|558166;2026-03-04\|4.78\|-1.04\|4.76\|4.86\|4.74\|418796;2026-03-05\|4.81\|0.63\|4.87\|4.91\|4.78\|444376;2026-03-06\|4.84\|0.62\|4.79\|4.85\|4.75\|403301;2026-03-09\|4.84\|0.00\|4.88\|4.90\|4.79\|486680;2026-03-10\|4.86\|0.41\|4.85\|4.91\|4.80\|424979;2026-03-11\|4.94\|1.65\|4.85\|4.94\|4.78\|553002;2026-03-12\|4.94\|0.00\|4.90\|4.95\|4.87\|415989;2026-03-13\|4.87\|-1.42\|4.91\|4.96\|4.85\|411411;2026-03-16\|4.82\|-1.03\|4.85\|4.91\|4.78\|333979;2026-03-17\|4.81\|-0.21\|4.84\|4.92\|4.81\|308690;2026-03-18\|4.74\|-1.46\|4.82\|4.85\|4.71\|283412;2026-03-19\|4.63\|-2.32\|4.71\|4.72\|4.61\|307303;2026-03-20\|4.55\|-1.73\|4.68\|4.69\|4.55\|327921;2026-03-23\|4.38\|-3.74\|4.51\|4.54\|4.35\|453527;2026-03-24\|4.45\|1.60\|4.43\|4.46\|4.36\|263144;2026-03-25\|4.53\|1.80\|4.46\|4.57\|4.44\|280612;2026-03-26\|4.52\|-0.22\|4.53\|4.58\|4.50\|208316;2026-03-27\|4.54\|0.44\|4.49\|4.55\|4.47\|168411;2026-03-30\|4.54\|0.00\|4.49\|4.54\|4.43\|186584;2026-03-31\|4.45\|-1.98\|4.53\|4.57\|4.45\|214150;2026-04-01\|4.50\|1.12\|4.53\|4.54\|4.47\|171161;2026-04-02\|4.45\|-1.11\|4.49\|4.52\|4.42\|194117;2026-04-03\|4.35\|-2.25\|4.45\|4.46\|4.34\|199095;2026-04-07\|4.39\|0.92\|4.35\|4.41\|4.35\|148962;2026-04-08\|4.47\|1.82\|4.45\|4.48\|4.42\|206008;2026-04-09\|4.43\|-0.89\|4.45\|4.47\|4.42\|149691;2026-04-10\|4.49\|1.35\|4.45\|4.53\|4.44\|177422;2026-04-13\|4.54\|1.11\|4.46\|4.55\|4.45\|192787;2026-04-14\|4.54\|0.00\|4.55\|4.57\|4.50\|165680;2026-04-15\|4.49\|-1.10\|4.53\|4.55\|4.49\|129086;2026-04-16\|4.54\|1.11\|4.48\|4.56\|4.48\|168800;2026-04-17\|4.53\|-0.22\|4.54\|4.56\|4.48\|126055;2026-04-20\|4.53\|0.00\|4.52\|4.57\|4.48\|146635;2026-04-21\|4.53\|0.00\|4.54\|4.56\|4.52\|134400;2026-04-22\|4.51\|-0.44\|4.52\|4.55\|4.49\|131740;2026-04-23\|4.47\|-0.89\|4.51\|4.52\|4.43\|169229;2026-04-24\|4.45\|-0.45\|4.45\|4.49\|4.44\|134731;2026-04-27\|4.44\|-0.22\|4.43\|4.47\|4.42\|135817;2026-04-28\|4.03\|-9.23\|4.34\|4.40\|4.00\|727483;2026-04-29\|4.06\|0.74\|4.01\|4.09\|4.01\|270496;2026-04-30\|4.03\|-0.74\|4.06\|4.08\|4.02\|207822;2026-05-06\|4.03\|0.00\|4.04\|4.08\|3.99\|297358;2026-05-07\|4.04\|0.25\|4.03\|4.05\|4.01\|206052;2026-05-08\|4.03\|-0.25\|4.02\|4.05\|4.01\|177239;2026-05-11\|4.02\|-0.25\|4.05\|4.05\|4.01\|249766;2026-05-12\|3.90\|-2.99\|4.02\|4.04\|3.89\|414506;2026-05-13\|3.83\|-1.79\|3.89\|3.89\|3.81\|327249;2026-05-14\|3.85\|0.52\|3.83\|3.89\|3.76\|307332;2026-05-15\|3.73\|-3.12\|3.82\|3.84\|3.71\|266465;2026-05-18\|3.71\|-0.54\|3.72\|3.72\|3.66\|182508;2026-05-19\|3.74\|0.81\|3.70\|3.75\|3.69\|133767;2026-05-20\|3.64\|-2.67\|3.72\|3.74\|3.62\|201900;2026-05-21\|4.00\|9.89\|3.69\|4.00\|3.69\|581068;2026-05-22\|4.40\|10.00\|4.00\|4.40\|3.86\|1257726;2026-05-25\|4.60\|4.55\|4.41\|4.83\|4.30\|2009093;2026-05-26\|4.50\|-2.17\|4.37\|4.73\|4.36\|1602110;2026-05-27\|4.45\|-1.11\|4.38\|4.64\|4.37\|1143299;2026-05-28\|4.38\|-1.57\|4.37\|4.55\|4.31\|844683;2026-05-29\|4.05\|-7.53\|4.40\|4.43\|4.01\|905492;2026-06-01\|4.16\|2.72\|4.06\|4.30\|4.02\|685882;2026-06-02\|4.10\|-1.44\|4.19\|4.20\|4.08\|422885;2026-06-03\|4.11\|0.24\|4.11\|4.24\|4.08\|507188;2026-06-04\|4.20\|2.19\|4.09\|4.27\|4.05\|701996;2026-06-05\|4.38\|4.29\|4.16\|4.54\|4.07\|1282677;2026-06-08\|4.31\|-1.60\|4.20\|4.49\|4.20\|828113;2026-06-09\|4.40\|2.09\|4.34\|4.41\|4.23\|686250;2026-06-10\|4.23\|-3.86\|4.35\|4.36\|4.15\|575985;2026-06-11\|4.08\|-3.55\|4.18\|4.25\|4.05\|556920;2026-06-12\|4.00\|-1.96\|4.11\|4.15\|3.89\|591900;2026-06-15\|4.11\|2.75\|4.00\|4.19\|3.99\|510288;2026-06-16\|4.52\|9.98\|4.10\|4.52\|4.05\|428470;2026-06-17\|4.63\|2.43\|4.55\|4.75\|4.42\|1726157;2026-06-18\|4.30\|-7.13\|4.46\|4.49\|4.26\|1065364;2026-06-22\|4.73\|10.00\|4.38\|4.73\|4.32\|915656;2026-06-23\|4.67\|-1.27\|4.69\|4.83\|4.62\|1550582;2026-06-24\|4.63\|-0.86\|4.65\|4.80\|4.56\|1117811;2026-06-25\|4.77\|3.02\|4.67\|4.87\|4.62\|1143986;2026-06-26\|4.80\|0.63\|4.68\|5.11\|4.55\|1531473;2026-06-29\|4.69\|-2.29\|4.73\|4.94\|4.57\|1154890;2026-06-30\|5.16\|10.02\|4.60\|5.16\|4.60\|1079635;2026-07-01\|5.25\|1.74\|5.06\|5.43\|4.92\|2088783;2026-07-02\|5.02\|-4.38\|5.00\|5.09\|4.81\|1294389;2026-07-03\|5.10\|1.59\|4.96\|5.15\|4.86\|1209128;2026-07-06\|4.62\|-9.41\|5.01\|5.06\|4.59\|1127022;2026-07-07\|4.23\|-8.44\|4.53\|4.58\|4.23\|832525;2026-07-08\|4.18\|-1.18\|4.24\|4.33\|4.17\|502834;2026-07-09\|4.31\|3.11\|4.19\|4.32\|4.17\|518262;2026-07-10\|4.17\|-3.25\|4.29\|4.34\|4.17\|590964
117824	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	半导体显示+收购半导体+一季报增长+回购行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月3日公告，公司拟发行股份及支付现金购买广州华星半导体45%股权，收购完成后将实现100%控股；该产线2026年一季度净利润5.1亿元，预计全年超21亿元，将显著增厚归母净利。 2、公司主营半导体显示业务，LCD产能全球前二，TV面板出货市占率全球第二，在电竞MNT、LTPS笔电等细分品类市占率全球第一。 3、据2026年4月30日一季报，公司实现营收434.78亿元，同比增长8.37%；归母净利润15.56亿元，同比增长53.71%，创下过去17个季度新高。 4、据2026年6月23日公告，公司首次回购8216.76万股，成交总金额约4亿元；据2026年6月3日公告，公司主动取消46亿元配套融资，并将2026年拟回购金额提升至11-12亿元，同时推出核心管理团队锁定五年的合伙人持股计划。	公司旗下子公司天津普林与TCL华星曾联合研发并展出过玻璃芯基板，且依托其在显示面板领域积累的精密加工等底层技术优势，目前正对玻璃基封装领域进行前期调研与技术预研	2026-03-03\|4.75\|-4.04\|4.95\|5.00\|4.74\|4982676;2026-03-04\|4.74\|-0.21\|4.72\|4.88\|4.70\|4218142;2026-03-05\|4.98\|5.06\|4.84\|5.08\|4.84\|7922562;2026-03-06\|4.84\|-2.81\|4.90\|4.91\|4.73\|6341718;2026-03-09\|4.77\|-1.45\|4.73\|4.80\|4.65\|5603528;2026-03-10\|4.83\|1.26\|4.86\|4.94\|4.81\|3844333;2026-03-11\|4.88\|1.04\|4.80\|4.91\|4.80\|4185814;2026-03-12\|4.89\|0.20\|4.86\|4.95\|4.81\|4351863;2026-03-13\|4.83\|-1.23\|4.85\|4.93\|4.81\|3910037;2026-03-16\|4.66\|-3.52\|4.81\|4.83\|4.61\|6564087;2026-03-17\|4.57\|-1.93\|4.67\|4.71\|4.57\|4007183;2026-03-18\|4.57\|0.00\|4.60\|4.61\|4.48\|3700992;2026-03-19\|4.47\|-2.19\|4.51\|4.53\|4.45\|3131580;2026-03-20\|4.43\|-0.89\|4.49\|4.56\|4.42\|3425855;2026-03-23\|4.20\|-5.19\|4.34\|4.35\|4.18\|5477966;2026-03-24\|4.36\|3.81\|4.26\|4.37\|4.20\|3440335;2026-03-25\|4.34\|-0.46\|4.37\|4.40\|4.31\|3308800;2026-03-26\|4.27\|-1.61\|4.33\|4.36\|4.25\|2411538;2026-03-27\|4.33\|1.41\|4.25\|4.34\|4.24\|2229570;2026-03-30\|4.36\|0.69\|4.27\|4.36\|4.26\|3063629;2026-03-31\|4.27\|-2.06\|4.33\|4.36\|4.26\|3122175;2026-04-01\|4.32\|1.17\|4.33\|4.34\|4.27\|3016312;2026-04-02\|4.20\|-2.78\|4.29\|4.30\|4.18\|3604426;2026-04-03\|4.16\|-0.95\|4.20\|4.23\|4.15\|2089945;2026-04-07\|4.14\|-0.48\|4.17\|4.19\|4.11\|2017928;2026-04-08\|4.31\|4.11\|4.25\|4.32\|4.18\|4637591;2026-04-09\|4.29\|-0.46\|4.26\|4.30\|4.24\|2586183;2026-04-10\|4.34\|1.17\|4.34\|4.40\|4.33\|3476571;2026-04-13\|4.33\|-0.23\|4.30\|4.37\|4.26\|2840250;2026-04-14\|4.38\|1.15\|4.38\|4.44\|4.35\|3228589;2026-04-15\|4.35\|-0.68\|4.40\|4.41\|4.34\|2710320;2026-04-16\|4.33\|-0.46\|4.36\|4.36\|4.26\|3250953;2026-04-17\|4.30\|-0.69\|4.32\|4.35\|4.28\|2382248;2026-04-20\|4.37\|1.63\|4.31\|4.41\|4.30\|3831039;2026-04-21\|4.34\|-0.69\|4.36\|4.38\|4.28\|3548241;2026-04-22\|4.35\|0.23\|4.31\|4.37\|4.30\|3353678;2026-04-23\|4.26\|-2.07\|4.35\|4.36\|4.24\|3829516;2026-04-24\|4.23\|-0.70\|4.25\|4.25\|4.17\|2853444;2026-04-27\|4.30\|1.65\|4.22\|4.34\|4.20\|3779290;2026-04-28\|4.26\|-0.93\|4.30\|4.33\|4.23\|3100350;2026-04-29\|4.32\|1.41\|4.24\|4.33\|4.22\|4173383;2026-04-30\|4.27\|-1.16\|4.41\|4.47\|4.26\|6957944;2026-05-06\|4.29\|0.47\|4.29\|4.32\|4.24\|5997088;2026-05-07\|4.30\|0.23\|4.35\|4.41\|4.29\|6900663;2026-05-08\|4.22\|-1.86\|4.28\|4.29\|4.18\|6493101;2026-05-11\|4.34\|2.84\|4.24\|4.38\|4.24\|9135259;2026-05-12\|4.27\|-1.61\|4.35\|4.35\|4.26\|5329193;2026-05-13\|4.37\|2.34\|4.26\|4.37\|4.25\|5515192;2026-05-14\|4.28\|-2.06\|4.37\|4.41\|4.28\|4623411;2026-05-15\|4.18\|-2.34\|4.31\|4.33\|4.17\|6763993;2026-05-18\|4.22\|0.96\|4.18\|4.25\|4.12\|4317445;2026-05-19\|4.30\|1.90\|4.20\|4.31\|4.16\|4846094;2026-05-20\|4.23\|-1.63\|4.27\|4.29\|4.18\|4486764;2026-05-21\|4.37\|3.31\|4.56\|4.65\|4.24\|23881940;2026-05-22\|4.38\|0.23\|4.25\|4.45\|4.13\|19596776;2026-05-25\|4.44\|1.37\|4.38\|4.51\|4.33\|12381839;2026-05-26\|4.65\|4.73\|4.38\|4.73\|4.37\|16752598;2026-05-27\|4.68\|0.65\|4.66\|4.93\|4.61\|15703706;2026-05-28\|4.59\|-1.92\|4.60\|4.69\|4.48\|9801139;2026-05-29\|4.28\|-6.75\|4.57\|4.57\|4.26\|11156233;2026-06-01\|4.40\|2.80\|4.27\|4.53\|4.27\|10253294;2026-06-02\|4.43\|0.68\|4.38\|4.45\|4.26\|7858500;2026-06-03\|4.74\|7.00\|4.66\|4.87\|4.66\|23853333;2026-06-04\|4.92\|3.80\|4.72\|5.03\|4.68\|21305466;2026-06-05\|4.89\|-0.61\|4.89\|5.15\|4.82\|18851179;2026-06-08\|4.65\|-4.91\|4.74\|4.89\|4.61\|13012086;2026-06-09\|4.86\|4.52\|4.74\|4.90\|4.63\|12178315;2026-06-10\|4.67\|-3.91\|4.77\|4.78\|4.58\|10210781;2026-06-11\|4.51\|-1.53\|4.55\|4.60\|4.45\|8927828;2026-06-12\|4.55\|0.89\|4.59\|4.65\|4.45\|12013767;2026-06-15\|4.62\|1.54\|4.57\|4.66\|4.53\|9240689;2026-06-16\|4.65\|0.65\|4.60\|4.78\|4.59\|10527583;2026-06-17\|5.12\|10.11\|4.60\|5.12\|4.59\|21313148;2026-06-18\|5.00\|-2.34\|5.21\|5.24\|4.98\|18041617;2026-06-22\|4.99\|-0.20\|5.10\|5.17\|4.90\|14953751;2026-06-23\|4.85\|-2.81\|4.94\|5.01\|4.80\|11226547;2026-06-24\|4.85\|0.00\|4.80\|4.95\|4.75\|11765944;2026-06-25\|5.34\|10.10\|5.07\|5.34\|5.02\|22584806;2026-06-26\|5.40\|1.12\|5.36\|5.67\|5.29\|24403472;2026-06-29\|5.29\|-2.04\|5.43\|5.57\|5.20\|17084609;2026-06-30\|5.82\|10.02\|5.35\|5.82\|5.33\|11718305;2026-07-01\|6.12\|5.15\|5.98\|6.26\|5.86\|26059238;2026-07-02\|5.92\|-3.27\|5.88\|6.18\|5.51\|24698461;2026-07-03\|5.65\|-4.56\|5.77\|5.95\|5.48\|16631712;2026-07-06\|5.19\|-8.14\|5.60\|5.63\|5.18\|16484479;2026-07-07\|5.26\|1.35\|5.19\|5.41\|5.12\|12212721;2026-07-08\|5.04\|-4.18\|5.19\|5.31\|4.93\|11724135;2026-07-09\|5.36\|6.35\|5.05\|5.38\|5.05\|13829470;2026-07-10\|5.12\|-4.48\|5.37\|5.49\|5.12\|13076890
117823	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板封装+MED电子纸+触摸屏龙头行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月15日互动易，公司自主及合作开发出扇出型面板级封装FOPLP技术、玻璃通孔TGV技术，制作出线宽线距为15μm/15μm的FCBGA载板等工程样品，2025年TGV技术成功实现8：1的孔径比，2026年继续积极推进玻璃基面板级封装载板技术的深入开发。 2、据2026年6月8日投资者关系活动记录表，公司MED项目核心进口设备已陆续到货并安装调试，部分设备已完成冷运行并逐步开展工艺调试，力争2026年9月底前实现产线的产品点亮。 3、据2025年年度报告，公司拥有国内目前唯一一条批量生产的第5代触摸屏生产线，是全球笔记本电脑用触摸屏细分市场的龙头厂商，车载盖板玻璃出货量国内领先。	公司正利用现有产线资源与合作方共同研发玻璃封装载板及TGV（玻璃通孔）技术，但相关产品目前仍处于工程样品阶段，暂未实现产业化生产	2026-03-03\|11.89\|-3.72\|12.37\|12.45\|11.80\|233302;2026-03-04\|11.81\|-0.67\|11.76\|11.98\|11.70\|144441;2026-03-05\|12.44\|5.33\|12.02\|12.88\|12.00\|410570;2026-03-06\|12.22\|-1.77\|12.38\|12.40\|12.05\|212731;2026-03-09\|12.22\|0.00\|11.98\|12.27\|11.72\|226416;2026-03-10\|12.44\|1.80\|12.27\|12.45\|12.25\|196805;2026-03-11\|12.56\|0.96\|12.44\|12.66\|12.40\|191297;2026-03-12\|12.33\|-1.83\|12.48\|12.62\|12.27\|167234;2026-03-13\|12.64\|2.51\|12.23\|12.93\|12.23\|339481;2026-03-16\|12.85\|1.66\|12.63\|12.90\|12.35\|351017;2026-03-17\|12.27\|-4.51\|12.81\|12.84\|12.26\|255750;2026-03-18\|12.48\|1.71\|12.23\|12.50\|12.21\|175465;2026-03-19\|12.18\|-2.40\|12.15\|12.38\|12.11\|164289;2026-03-20\|11.50\|-5.58\|12.22\|12.39\|11.50\|265343;2026-03-23\|10.62\|-7.65\|11.15\|11.25\|10.49\|267333;2026-03-24\|10.97\|3.30\|10.90\|10.98\|10.62\|142915;2026-03-25\|11.19\|2.01\|10.99\|11.30\|10.99\|139507;2026-03-26\|10.82\|-3.31\|11.16\|11.24\|10.79\|121731;2026-03-27\|10.98\|1.48\|10.71\|11.00\|10.66\|93525;2026-03-30\|10.81\|-1.55\|10.72\|10.85\|10.50\|115534;2026-03-31\|10.36\|-4.16\|10.70\|10.76\|10.35\|163840;2026-04-01\|10.59\|2.22\|10.60\|10.67\|10.48\|91897;2026-04-02\|10.21\|-3.59\|10.56\|10.62\|10.13\|124568;2026-04-03\|10.09\|-1.18\|10.24\|10.31\|10.03\|79703;2026-04-07\|10.20\|1.09\|10.14\|10.26\|10.10\|62876;2026-04-08\|10.67\|4.61\|10.48\|10.67\|10.43\|124538;2026-04-09\|10.65\|-0.19\|10.54\|10.80\|10.52\|93124;2026-04-10\|10.72\|0.66\|10.77\|10.92\|10.72\|94530;2026-04-13\|10.67\|-0.47\|10.60\|10.73\|10.56\|75610;2026-04-14\|10.75\|0.75\|10.79\|10.83\|10.62\|76303;2026-04-15\|10.59\|-1.49\|10.80\|10.84\|10.55\|85307;2026-04-16\|10.62\|0.28\|10.56\|10.65\|10.51\|84592;2026-04-17\|10.64\|0.19\|10.62\|10.72\|10.50\|88786;2026-04-20\|11.16\|4.89\|10.70\|11.38\|10.69\|285870;2026-04-21\|10.93\|-2.06\|11.03\|11.05\|10.82\|129076;2026-04-22\|11.06\|1.19\|10.85\|11.10\|10.85\|104851;2026-04-23\|10.53\|-4.79\|11.00\|11.02\|10.38\|226853;2026-04-24\|10.44\|-0.85\|10.43\|10.53\|10.28\|102751;2026-04-27\|10.88\|4.21\|10.44\|10.96\|10.40\|163666;2026-04-28\|10.45\|-3.95\|10.73\|10.74\|10.38\|163528;2026-04-29\|10.64\|1.82\|10.44\|10.67\|10.40\|94371;2026-04-30\|10.48\|-1.50\|10.59\|10.64\|10.38\|110735;2026-05-06\|10.65\|1.62\|10.56\|10.77\|10.56\|111915;2026-05-07\|10.88\|2.16\|10.64\|10.94\|10.63\|120292;2026-05-08\|11.04\|1.47\|10.78\|11.05\|10.71\|122495;2026-05-11\|11.13\|0.82\|11.07\|11.14\|10.99\|136116;2026-05-12\|11.00\|-1.17\|11.05\|11.13\|10.96\|109550;2026-05-13\|11.28\|2.55\|11.00\|11.34\|10.92\|157051;2026-05-14\|10.98\|-2.66\|11.27\|11.28\|10.98\|154367;2026-05-15\|10.76\|-2.00\|10.95\|11.10\|10.66\|156517;2026-05-18\|10.86\|0.93\|10.73\|10.93\|10.62\|94287;2026-05-19\|11.07\|1.93\|10.79\|11.08\|10.69\|125279;2026-05-20\|10.93\|-1.26\|10.99\|11.07\|10.78\|102598;2026-05-21\|10.80\|-1.19\|11.14\|11.58\|10.77\|245917;2026-05-22\|11.41\|5.65\|10.94\|11.44\|10.73\|257872;2026-05-25\|11.86\|3.94\|11.40\|12.22\|11.34\|348761;2026-05-26\|11.95\|0.76\|11.77\|12.09\|11.65\|338057;2026-05-27\|12.27\|2.68\|11.98\|12.33\|11.68\|462385;2026-05-28\|12.40\|1.06\|12.01\|12.78\|11.95\|492179;2026-05-29\|11.65\|-6.05\|12.41\|12.45\|11.54\|365772;2026-06-01\|11.90\|2.15\|11.65\|12.50\|11.63\|329559;2026-06-02\|12.09\|1.60\|11.95\|12.30\|11.83\|305031;2026-06-03\|12.43\|2.81\|11.99\|12.99\|11.97\|493960;2026-06-04\|12.83\|3.22\|12.26\|12.94\|12.19\|495114;2026-06-05\|13.52\|5.38\|12.68\|14.06\|12.64\|815064;2026-06-08\|13.09\|-3.18\|13.00\|13.75\|12.74\|625253;2026-06-09\|13.24\|1.15\|13.28\|13.28\|12.60\|460454;2026-06-10\|13.21\|-0.23\|13.01\|13.74\|12.93\|488710;2026-06-11\|12.59\|-4.69\|13.01\|13.01\|12.47\|413179;2026-06-12\|12.16\|-3.42\|12.83\|13.06\|12.02\|411632;2026-06-15\|13.38\|10.03\|12.30\|13.38\|12.21\|389635;2026-06-16\|13.54\|1.20\|13.35\|13.72\|13.10\|545854;2026-06-17\|14.78\|9.97\|13.36\|14.78\|13.33\|418624;2026-06-18\|14.07\|-4.80\|14.84\|14.99\|13.84\|822217;2026-06-22\|15.15\|7.68\|14.36\|15.48\|14.35\|955192;2026-06-23\|14.29\|-5.68\|15.00\|15.20\|14.15\|643443;2026-06-24\|14.08\|-1.47\|14.18\|14.27\|13.68\|456746;2026-06-25\|14.20\|0.85\|14.12\|15.05\|14.09\|621558;2026-06-26\|15.62\|10.00\|14.09\|15.62\|14.02\|564996;2026-06-29\|15.93\|1.98\|16.39\|16.58\|15.50\|1064169;2026-06-30\|17.52\|9.98\|15.85\|17.52\|15.68\|401525;2026-07-01\|18.05\|3.03\|17.35\|18.35\|16.37\|1176465;2026-07-02\|16.25\|-9.97\|16.90\|17.17\|16.25\|761572;2026-07-03\|14.63\|-9.97\|15.41\|15.70\|14.63\|605155;2026-07-06\|13.17\|-9.98\|14.31\|14.38\|13.17\|656762;2026-07-07\|12.51\|-5.01\|12.94\|13.05\|12.32\|469775;2026-07-08\|11.59\|-7.35\|12.41\|12.61\|11.57\|480267;2026-07-09\|12.08\|4.23\|11.83\|12.13\|11.22\|557624;2026-07-10\|11.64\|-3.64\|12.06\|12.50\|11.64\|496619
117614	其它归类	涨停揭秘：华为与长安深度合作推进L3级智能驾驶商业化，相关车型交付节奏加快；涨停缘由：掌握L3级智能驾驶辅助核心技术30余项，阿维塔、深蓝等合作品牌销量持续攀升，智驾量产落地进度超预期；资金逻辑：资金聚焦智能汽车核心标的，主力连续加仓，融资余额同步上升，形成量价齐升格局；风险提示：智能驾驶法规落地进度存在不确定性，行业竞争加剧影响盈利水平	公司大力发展新能源和智能汽车，与华为深度合作，掌握L3级智能驾驶辅助关键核心技术30余项	2026-03-03\|10.98\|0.92\|11.12\|11.22\|10.97\|1097184;2026-03-04\|10.83\|-1.37\|10.86\|10.89\|10.79\|606760;2026-03-05\|10.84\|0.09\|10.86\|10.90\|10.82\|446233;2026-03-06\|10.87\|0.28\|10.82\|10.88\|10.76\|400314;2026-03-09\|10.78\|-0.83\|10.80\|10.84\|10.72\|582765;2026-03-10\|10.81\|0.28\|10.80\|10.83\|10.79\|359327;2026-03-11\|10.89\|0.74\|10.81\|10.93\|10.79\|595788;2026-03-12\|10.84\|-0.46\|10.86\|10.88\|10.81\|373385;2026-03-13\|10.82\|-0.18\|10.81\|10.88\|10.79\|471307;2026-03-16\|10.85\|0.28\|10.80\|10.86\|10.74\|460188;2026-03-17\|10.84\|-0.09\|10.86\|10.93\|10.82\|518749;2026-03-18\|10.77\|-0.65\|10.82\|10.84\|10.73\|439953;2026-03-19\|10.62\|-1.39\|10.73\|10.75\|10.61\|478659;2026-03-20\|10.39\|-2.17\|10.62\|10.67\|10.38\|649653;2026-03-23\|10.04\|-3.37\|10.22\|10.34\|10.01\|809269;2026-03-24\|10.14\|1.00\|10.14\|10.17\|9.96\|541093;2026-03-25\|10.14\|0.00\|10.11\|10.17\|10.08\|578368;2026-03-26\|10.00\|-1.38\|10.12\|10.16\|9.99\|519364;2026-03-27\|10.01\|0.10\|9.92\|10.03\|9.90\|403428;2026-03-30\|9.95\|-0.60\|9.90\|9.98\|9.88\|394374;2026-03-31\|10.00\|0.50\|9.96\|10.19\|9.96\|640901;2026-04-01\|10.03\|0.30\|10.10\|10.11\|9.99\|432066;2026-04-02\|9.98\|-0.50\|10.03\|10.09\|9.96\|435939;2026-04-03\|10.03\|0.50\|10.04\|10.14\|9.99\|458899;2026-04-07\|9.98\|-0.50\|10.01\|10.02\|9.92\|331976;2026-04-08\|10.15\|1.70\|10.05\|10.15\|10.03\|669112;2026-04-09\|10.02\|-1.28\|10.09\|10.11\|10.01\|446509;2026-04-10\|10.12\|1.00\|10.01\|10.22\|10.01\|658249;2026-04-13\|10.10\|-0.20\|10.04\|10.12\|10.02\|460722;2026-04-14\|10.11\|0.10\|10.13\|10.15\|10.06\|367562;2026-04-15\|10.04\|-0.69\|10.11\|10.13\|10.03\|334453;2026-04-16\|10.15\|1.10\|10.03\|10.33\|10.03\|1216008;2026-04-17\|10.06\|-0.89\|10.12\|10.15\|10.03\|721040;2026-04-20\|10.04\|-0.20\|10.06\|10.13\|10.02\|718587;2026-04-21\|9.96\|-0.80\|10.02\|10.03\|9.95\|568242;2026-04-22\|10.00\|0.40\|9.97\|10.19\|9.90\|1153271;2026-04-23\|10.01\|0.10\|9.96\|10.14\|9.96\|839671;2026-04-24\|9.91\|-1.00\|9.98\|9.99\|9.90\|677515;2026-04-27\|9.83\|-0.81\|9.89\|9.91\|9.82\|605358;2026-04-28\|9.73\|-1.02\|9.70\|9.82\|9.66\|659547;2026-04-29\|9.69\|-0.41\|9.69\|9.71\|9.65\|618756;2026-04-30\|9.53\|-1.65\|9.68\|9.68\|9.52\|808476;2026-05-06\|9.45\|-0.84\|9.55\|9.59\|9.43\|910651;2026-05-07\|9.36\|-0.95\|9.43\|9.49\|9.35\|888611;2026-05-08\|9.29\|-0.75\|9.35\|9.38\|9.26\|902048;2026-05-11\|9.30\|0.11\|9.26\|9.30\|9.17\|990196;2026-05-12\|9.17\|-1.40\|9.30\|9.30\|9.16\|743662;2026-05-13\|9.09\|-0.87\|9.15\|9.16\|9.07\|746257;2026-05-14\|8.90\|-2.09\|9.09\|9.11\|8.90\|1036061;2026-05-15\|8.87\|-0.34\|8.87\|9.01\|8.76\|1016582;2026-05-18\|8.61\|-2.93\|8.83\|8.83\|8.58\|1034528;2026-05-19\|8.62\|0.12\|8.56\|8.86\|8.55\|1162724;2026-05-20\|8.48\|-1.62\|8.58\|8.58\|8.35\|1135810;2026-05-21\|8.47\|-0.12\|8.45\|8.64\|8.37\|1072172;2026-05-22\|8.44\|-0.35\|8.43\|8.49\|8.30\|743470;2026-05-25\|8.38\|-0.71\|8.42\|8.44\|8.32\|677559;2026-05-26\|8.30\|-0.95\|8.32\|8.55\|8.27\|1166366;2026-05-27\|8.10\|-2.41\|8.25\|8.32\|8.08\|1032756;2026-05-28\|7.88\|-2.72\|8.07\|8.07\|7.85\|1241582;2026-05-29\|7.92\|0.51\|7.91\|8.04\|7.77\|1389941;2026-06-01\|8.07\|1.89\|7.87\|8.08\|7.81\|1048446;2026-06-02\|8.46\|4.83\|8.04\|8.58\|8.03\|2222122;2026-06-03\|8.16\|-3.55\|8.38\|8.38\|8.14\|1289081;2026-06-04\|8.00\|-1.96\|8.10\|8.21\|7.96\|772196;2026-06-05\|8.00\|0.00\|7.96\|8.09\|7.95\|572569;2026-06-08\|7.80\|-2.50\|7.88\|7.96\|7.77\|757627;2026-06-09\|7.68\|-1.54\|7.82\|7.85\|7.62\|727735;2026-06-10\|7.47\|-2.73\|7.60\|7.61\|7.42\|945999;2026-06-11\|7.44\|-0.40\|7.40\|7.48\|7.32\|783834;2026-06-12\|7.54\|1.34\|7.46\|7.61\|7.44\|918642;2026-06-15\|7.67\|1.72\|7.58\|7.79\|7.58\|811834;2026-06-16\|7.53\|-1.83\|7.65\|7.66\|7.50\|636320;2026-06-17\|7.39\|-1.86\|7.51\|7.51\|7.38\|570211;2026-06-18\|7.45\|0.81\|7.35\|7.50\|7.25\|971815;2026-06-22\|7.36\|-1.21\|7.39\|7.39\|7.13\|1067930;2026-06-23\|7.27\|-1.22\|7.30\|7.54\|7.26\|893565;2026-06-24\|7.02\|-3.44\|7.28\|7.31\|7.02\|965881;2026-06-25\|7.03\|0.14\|6.97\|7.12\|6.91\|910065;2026-06-26\|6.86\|-2.42\|6.98\|6.99\|6.83\|928339;2026-06-29\|7.23\|5.39\|6.81\|7.24\|6.66\|1814888;2026-06-30\|7.17\|-0.83\|7.17\|7.42\|7.11\|1098080;2026-07-01\|7.19\|0.28\|7.19\|7.23\|7.10\|840297;2026-07-02\|7.14\|-0.70\|7.21\|7.37\|7.14\|971657;2026-07-03\|7.24\|1.40\|7.15\|7.28\|7.15\|870048;2026-07-06\|7.18\|-0.83\|7.23\|7.27\|7.17\|645159;2026-07-07\|7.07\|-1.53\|7.17\|7.21\|7.04\|612136;2026-07-08\|6.99\|-1.13\|7.05\|7.07\|6.96\|494683;2026-07-09\|6.94\|-0.72\|6.96\|7.01\|6.88\|628094;2026-07-10\|7.11\|2.45\|6.93\|7.18\|6.87\|947768
117613	其它归类	涨停揭秘：我国日均Token调用量突破140万亿，WPS AI用户数与API调用量持续攀升；公司发布多模态文档理解新模型，适配政务、金融等B端高频场景，商业化进展超预期；涨停缘由：词元经济基础设施成熟带动AI办公工具渗透率跃升；WPS AI在信创替代窗口期加速落地；大模型轻量化部署能力构筑竞争壁垒；资金逻辑：资金聚焦AI应用端核心标的，北向与私募集中加仓，近5日融资余额增长12.3%，板块内领涨属性明确；风险提示：AI功能变现节奏仍需观察，市场竞争加剧或压缩毛利率空间	国内办公软件龙头，拟2.5亿元-5亿元回购公司股份	2026-03-03\|288.40\|-1.63\|293.29\|301.46\|288.02\|86465;2026-03-04\|281.33\|-2.45\|285.60\|288.90\|280.22\|59536;2026-03-05\|279.45\|-0.67\|286.00\|287.00\|277.47\|53380;2026-03-06\|285.96\|2.33\|279.00\|285.96\|277.60\|47567;2026-03-09\|281.09\|-1.70\|281.81\|284.58\|275.50\|62643;2026-03-10\|285.00\|1.39\|287.00\|290.59\|283.82\|66582;2026-03-11\|283.00\|-0.70\|284.00\|287.50\|282.78\|41739;2026-03-12\|280.09\|-1.03\|283.09\|284.96\|278.18\|49393;2026-03-13\|278.77\|-0.47\|279.00\|281.58\|276.23\|47091;2026-03-16\|268.34\|-3.74\|278.22\|278.99\|267.50\|76295;2026-03-17\|268.06\|-0.10\|269.69\|272.50\|267.11\|50376;2026-03-18\|268.26\|0.07\|268.89\|269.90\|265.50\|47342;2026-03-19\|260.65\|-2.84\|266.00\|266.58\|259.80\|52336;2026-03-20\|252.70\|-3.05\|260.80\|261.50\|251.03\|52680;2026-03-23\|239.50\|-5.22\|248.00\|249.80\|237.88\|65582;2026-03-24\|242.00\|1.04\|243.00\|244.00\|238.60\|44080;2026-03-25\|243.11\|0.46\|241.80\|245.65\|240.00\|40019;2026-03-26\|240.00\|-1.28\|245.60\|249.50\|238.53\|62696;2026-03-27\|240.70\|0.29\|237.83\|242.58\|237.50\|42088;2026-03-30\|236.79\|-1.62\|237.50\|239.82\|235.00\|35092;2026-03-31\|233.56\|-1.36\|237.66\|240.30\|233.03\|45394;2026-04-01\|242.63\|3.88\|238.00\|243.57\|234.80\|54458;2026-04-02\|232.59\|-4.14\|240.25\|242.00\|232.02\|50960;2026-04-03\|229.50\|-1.33\|233.88\|234.88\|229.47\|31454;2026-04-07\|227.20\|-1.00\|229.50\|230.97\|225.18\|31767;2026-04-08\|242.78\|6.86\|232.50\|243.00\|232.32\|73169;2026-04-09\|233.19\|-3.95\|239.93\|240.00\|230.41\|68664;2026-04-10\|235.79\|1.11\|234.36\|241.55\|234.36\|62681;2026-04-13\|233.74\|-0.87\|232.06\|238.50\|231.00\|56055;2026-04-14\|248.53\|6.33\|260.00\|261.00\|242.77\|216539;2026-04-15\|244.32\|-1.69\|248.00\|252.38\|243.01\|110196;2026-04-16\|252.46\|3.33\|246.60\|254.94\|246.60\|113218;2026-04-17\|247.55\|-1.94\|251.00\|251.26\|246.68\|80789;2026-04-20\|249.65\|0.85\|248.00\|251.30\|246.11\|69466;2026-04-21\|247.06\|-1.04\|249.00\|249.00\|244.84\|50298;2026-04-22\|249.21\|0.87\|247.78\|249.47\|246.11\|57765;2026-04-23\|251.48\|0.91\|249.90\|253.76\|248.52\|85914;2026-04-24\|249.12\|-0.94\|251.00\|251.85\|241.42\|93756;2026-04-27\|253.50\|1.76\|250.46\|255.96\|246.19\|94900;2026-04-28\|247.58\|-2.34\|253.50\|253.74\|246.09\|80947;2026-04-29\|249.26\|0.68\|245.95\|250.51\|245.15\|68734;2026-04-30\|251.94\|1.08\|250.00\|254.82\|249.40\|87091;2026-05-06\|261.00\|3.60\|253.52\|264.30\|253.52\|128066;2026-05-07\|274.19\|5.05\|263.00\|274.94\|258.66\|138947;2026-05-08\|271.26\|-1.07\|276.00\|282.18\|271.00\|144868;2026-05-11\|272.91\|0.61\|270.05\|274.34\|267.21\|110313;2026-05-12\|261.50\|-4.18\|271.35\|271.35\|261.15\|105026;2026-05-13\|263.95\|0.94\|260.00\|264.88\|257.50\|72677;2026-05-14\|255.65\|-3.14\|270.35\|271.87\|255.14\|93396;2026-05-15\|251.30\|-1.70\|255.60\|260.80\|250.11\|86593;2026-05-18\|253.19\|0.75\|250.00\|256.29\|249.10\|70304;2026-05-19\|255.29\|0.83\|252.78\|257.70\|251.30\|69607;2026-05-20\|248.60\|-2.62\|252.20\|253.52\|247.10\|86357;2026-05-21\|243.90\|-1.89\|250.25\|257.44\|243.70\|97331;2026-05-22\|242.10\|-0.74\|246.00\|247.00\|239.82\|69681;2026-05-25\|245.34\|1.34\|243.20\|248.44\|241.03\|77795;2026-05-26\|242.68\|-1.08\|243.00\|246.38\|239.02\|72348;2026-05-27\|236.52\|-2.54\|242.68\|246.59\|235.97\|91347;2026-05-28\|236.38\|-0.06\|236.00\|237.42\|229.02\|79984;2026-05-29\|238.50\|0.90\|240.00\|244.95\|232.51\|96731;2026-06-01\|256.10\|7.38\|239.41\|259.66\|239.41\|173724;2026-06-02\|262.25\|2.40\|258.18\|263.76\|253.00\|139684;2026-06-03\|250.55\|-4.46\|256.00\|256.08\|249.33\|118130;2026-06-04\|237.66\|-5.14\|246.30\|246.76\|235.18\|100815;2026-06-05\|234.25\|-1.43\|237.73\|241.66\|233.80\|67348;2026-06-08\|223.85\|-4.44\|225.60\|230.88\|223.65\|71823;2026-06-09\|225.80\|0.87\|226.15\|226.96\|219.02\|70966;2026-06-10\|214.25\|-5.12\|221.42\|223.94\|213.60\|77938;2026-06-11\|209.56\|-2.19\|211.11\|212.82\|206.38\|67080;2026-06-12\|215.00\|2.60\|212.18\|218.19\|211.77\|73863;2026-06-15\|218.01\|1.40\|217.73\|220.60\|215.46\|60028;2026-06-16\|214.30\|-1.70\|218.03\|218.05\|213.46\|58803;2026-06-17\|215.30\|0.47\|212.88\|216.30\|211.29\|51031;2026-06-18\|217.36\|0.96\|214.00\|223.60\|213.35\|80827;2026-06-22\|226.93\|4.40\|216.47\|227.45\|212.22\|113433;2026-06-23\|215.43\|-5.07\|223.50\|224.19\|215.00\|80782;2026-06-24\|215.17\|-0.12\|215.00\|216.87\|210.90\|63761;2026-06-25\|213.10\|-0.96\|213.40\|216.00\|210.25\|69864;2026-06-26\|200.03\|-6.13\|212.00\|212.03\|200.00\|99364;2026-06-29\|213.93\|6.95\|204.46\|220.48\|204.46\|120867;2026-06-30\|213.05\|-0.41\|215.77\|216.50\|212.22\|79343;2026-07-01\|221.60\|4.01\|214.00\|225.50\|213.08\|118945;2026-07-02\|216.66\|-2.23\|227.00\|227.00\|216.22\|112556;2026-07-03\|211.35\|-1.88\|216.00\|216.95\|209.90\|69662;2026-07-06\|207.82\|-1.67\|209.00\|212.62\|207.01\|58921;2026-07-07\|205.95\|-0.90\|207.01\|209.80\|205.10\|46041;2026-07-08\|217.88\|5.79\|207.95\|219.90\|206.05\|111524;2026-07-09\|227.60\|4.46\|217.88\|228.00\|213.23\|132720;2026-07-10\|233.76\|2.71\|225.00\|242.80\|222.68\|14520676
117612	其它归类	一季报预增+储能逆变器+海外需求行业原因： 1、工信部等四部门9日联合召开动力及储能电池企业座谈会，部署治理“内卷式”竞争，市场预期供给格局优化、盈利修复。 2、东吴证券研报认为，户储及大储全球共振，AI用电催化需求高增。预计2026年储能新增装机265GWh，同比增长63%。公司原因： 1、据2026年4月9日盘后披露，公司预计2026年一季度归母净利11–12亿元，同比增55.91%–70.08%，主因欧洲、中东、东南亚户用及工商业储能需求快速提升，储能逆变器、储能电池包销售收入大幅增长。 2、据2025年年度报告，公司已形成储能逆变器、组串式逆变器、微型逆变器全矩阵，2025年外销占比79.74%，产品销往110多个国家和地区，品牌全球认知度持续提升。 3、据2025年半年度报告，公司上半年销售逆变器76.38万台，其中工商储4.29万台，欧洲、亚非拉工商储需求快速起量，渠道与研发优势显著。	公司一季度净利润同比增长68.37%，报告期内，公司储能逆变器、储能电池包产品销售收入同比大幅增长，进而推动公司经营业绩增长	2026-03-03\|121.96\|6.10\|121.39\|126.45\|121.39\|266745;2026-03-04\|123.21\|1.02\|120.99\|127.98\|118.00\|160530;2026-03-05\|120.40\|-2.28\|124.00\|125.01\|119.01\|144111;2026-03-06\|115.94\|-3.70\|119.36\|119.49\|113.00\|139445;2026-03-09\|124.50\|7.38\|115.99\|126.50\|114.78\|242898;2026-03-10\|119.89\|-3.70\|120.50\|122.00\|116.50\|161948;2026-03-11\|131.88\|10.00\|119.01\|131.88\|119.00\|139427;2026-03-12\|135.99\|3.12\|135.18\|139.97\|129.99\|334384;2026-03-13\|134.14\|-1.36\|138.71\|140.22\|133.20\|209070;2026-03-16\|130.00\|-3.09\|135.18\|136.90\|128.80\|171492;2026-03-17\|125.94\|-3.12\|132.00\|132.65\|124.99\|165635;2026-03-18\|127.88\|1.54\|126.00\|128.39\|123.55\|130465;2026-03-19\|128.01\|0.10\|128.01\|133.60\|127.25\|130829;2026-03-20\|140.70\|9.91\|128.50\|140.81\|128.50\|338700;2026-03-23\|136.99\|-2.64\|133.67\|141.99\|133.30\|274351;2026-03-24\|135.08\|-1.39\|135.63\|136.00\|128.88\|194456;2026-03-25\|130.50\|-3.39\|133.06\|134.00\|126.50\|257649;2026-03-26\|131.25\|0.57\|126.88\|134.50\|126.70\|189739;2026-03-27\|129.83\|-1.08\|129.10\|132.76\|126.91\|150706;2026-03-30\|130.13\|0.23\|131.10\|134.20\|126.35\|138678;2026-03-31\|131.46\|1.02\|129.00\|136.88\|125.68\|152628;2026-04-01\|127.04\|-3.36\|130.00\|135.49\|126.89\|175223;2026-04-02\|123.00\|-3.18\|128.20\|129.00\|122.30\|173168;2026-04-03\|121.90\|-0.89\|124.32\|125.00\|119.88\|130477;2026-04-07\|124.65\|2.26\|122.50\|126.98\|121.89\|89840;2026-04-08\|123.30\|-1.08\|124.95\|125.60\|120.00\|129180;2026-04-09\|126.91\|2.93\|122.40\|129.85\|122.38\|148076;2026-04-10\|139.60\|10.00\|136.00\|139.60\|135.76\|127773;2026-04-13\|146.94\|5.26\|139.60\|153.56\|137.21\|421391;2026-04-14\|144.50\|-1.66\|148.00\|149.80\|142.08\|219017;2026-04-15\|136.30\|-5.67\|143.00\|143.00\|135.53\|210071;2026-04-16\|139.99\|2.71\|137.50\|143.43\|135.18\|198014;2026-04-17\|143.99\|2.86\|139.00\|144.72\|138.20\|185847;2026-04-20\|143.07\|-0.64\|143.98\|147.99\|142.43\|139512;2026-04-21\|143.01\|-0.04\|143.50\|144.97\|141.08\|92025;2026-04-22\|145.20\|1.53\|143.54\|145.76\|140.98\|110771;2026-04-23\|148.80\|2.48\|146.51\|151.77\|144.52\|155588;2026-04-24\|146.82\|-1.33\|147.30\|149.50\|142.60\|115423;2026-04-27\|140.70\|-4.17\|144.00\|145.86\|140.01\|163510;2026-04-28\|139.97\|-0.52\|139.81\|142.56\|138.88\|96616;2026-04-29\|147.63\|5.47\|139.00\|149.46\|138.91\|169829;2026-04-30\|150.63\|2.03\|150.00\|155.80\|148.00\|150402;2026-05-06\|159.25\|5.72\|152.26\|159.93\|147.55\|156630;2026-05-07\|154.34\|-3.08\|158.00\|159.00\|152.78\|147483;2026-05-08\|151.27\|-1.99\|152.33\|155.97\|149.54\|107447;2026-05-11\|161.57\|6.81\|150.58\|164.55\|149.00\|170699;2026-05-12\|158.82\|-1.70\|161.59\|162.50\|157.54\|104818;2026-05-13\|158.87\|0.03\|158.02\|160.88\|156.08\|103489;2026-05-14\|151.18\|-4.84\|159.71\|159.99\|150.80\|134355;2026-05-15\|150.33\|-0.56\|150.60\|153.62\|147.43\|148971;2026-05-18\|159.29\|5.96\|150.00\|159.87\|146.50\|155432;2026-05-19\|157.63\|-1.04\|159.48\|167.10\|156.00\|129780;2026-05-20\|169.70\|7.66\|157.21\|173.39\|157.21\|261375;2026-05-21\|168.65\|-0.62\|169.81\|174.56\|164.02\|163102;2026-05-22\|120.70\|1.28\|119.25\|124.66\|118.47\|179221;2026-05-25\|118.36\|-1.94\|118.29\|119.67\|114.06\|174806;2026-05-26\|116.06\|-1.94\|117.00\|121.26\|114.65\|213776;2026-05-27\|122.40\|5.46\|118.45\|126.90\|117.60\|237819;2026-05-28\|121.81\|-0.48\|122.40\|123.66\|118.60\|179389;2026-05-29\|115.64\|-5.07\|121.81\|122.60\|115.00\|187143;2026-06-01\|114.00\|-1.42\|116.33\|122.36\|113.05\|249041;2026-06-02\|111.10\|-2.54\|113.70\|114.20\|107.61\|197687;2026-06-03\|115.33\|3.81\|109.00\|119.48\|109.00\|247954;2026-06-04\|112.28\|-2.64\|114.02\|115.56\|111.10\|169731;2026-06-05\|104.91\|-6.56\|112.28\|112.60\|103.60\|247859;2026-06-08\|102.17\|-2.61\|101.66\|105.49\|100.77\|160660;2026-06-09\|103.87\|1.66\|105.00\|105.00\|100.75\|131378;2026-06-10\|103.70\|-0.16\|103.35\|104.66\|99.70\|161216;2026-06-11\|101.20\|-2.41\|103.70\|105.00\|98.73\|167383;2026-06-12\|103.79\|2.56\|103.00\|105.91\|100.57\|278637;2026-06-15\|100.96\|-2.73\|102.28\|102.49\|94.00\|313339;2026-06-16\|102.42\|1.45\|102.81\|105.91\|100.66\|224424;2026-06-17\|103.08\|0.64\|101.48\|103.79\|100.00\|178117;2026-06-18\|103.20\|0.12\|103.00\|106.00\|101.30\|182957;2026-06-22\|109.00\|5.62\|105.10\|110.36\|104.10\|298383;2026-06-23\|101.44\|-6.94\|109.50\|109.55\|101.03\|265469;2026-06-24\|99.75\|-1.67\|102.00\|102.56\|99.00\|180704;2026-06-25\|99.32\|-0.43\|99.28\|100.20\|97.50\|193269;2026-06-26\|96.49\|-2.85\|99.30\|100.45\|96.36\|155727;2026-06-29\|104.27\|8.06\|97.76\|104.86\|97.64\|296838;2026-06-30\|106.18\|1.83\|105.00\|107.12\|101.79\|205514;2026-07-01\|101.50\|-4.41\|104.50\|104.56\|97.00\|246572;2026-07-02\|94.66\|-6.74\|99.47\|100.96\|94.50\|180347;2026-07-03\|96.44\|1.88\|94.57\|97.97\|93.78\|138945;2026-07-06\|96.12\|-0.33\|96.00\|99.22\|95.61\|135964;2026-07-07\|96.49\|0.38\|96.10\|98.15\|95.20\|104225;2026-07-08\|89.57\|-7.17\|96.15\|96.48\|89.24\|204223;2026-07-09\|86.19\|-3.77\|91.00\|91.00\|83.16\|358092;2026-07-10\|84.00\|-2.54\|85.98\|88.30\|83.84\|197838
117611	其它归类	在线教育+股权激励+百校计划+高分红 1、据2026年6月5日公告，公司拟向激励对象授予不超过308.20万份股票期权，占公司股本总额的2.58%。 2、据2026年5月27日机构调研，截至2026年一季度末，公司合同负债达12亿元，在手订单储备充沛；“百校计划”计划实施首年已成功开设6家分校，2026年计划新建15家。 3、据2026年4月15日年报及2026年5月27日机构调研，公司2025年合计派发现金红利约2.68亿元，分红比例约93%；2025年度拟每10股派发现金红利10元，已于2026年6月4日派息。 4、据2026年4月15日年报，公司2025年将AI深度融入组织，推出“智多行”“AI销售大师”等内部平台，全面深化AI应用。	国内主要的企业管理培训和咨询机构之一，25年净利润同比增长19.12%	2026-03-03\|47.54\|-0.54\|48.22\|50.50\|47.27\|20746;2026-03-04\|46.60\|-1.98\|47.15\|47.50\|45.30\|16956;2026-03-05\|51.26\|10.00\|48.14\|51.26\|47.70\|30345;2026-03-06\|51.49\|0.45\|51.20\|52.16\|50.18\|36479;2026-03-09\|53.36\|3.63\|51.23\|53.96\|50.70\|31307;2026-03-10\|53.35\|-0.02\|53.60\|54.50\|52.00\|19393;2026-03-11\|54.11\|1.42\|53.96\|54.75\|53.35\|20044;2026-03-12\|55.22\|2.05\|53.67\|55.86\|53.36\|17874;2026-03-13\|55.72\|0.91\|54.93\|56.99\|54.63\|15718;2026-03-16\|56.75\|1.85\|55.44\|56.80\|54.80\|14342;2026-03-17\|54.78\|-3.47\|56.77\|57.24\|53.50\|20602;2026-03-18\|56.00\|2.23\|54.78\|56.59\|54.03\|13328;2026-03-19\|52.80\|-5.71\|54.96\|55.99\|51.20\|27976;2026-03-20\|51.77\|-1.95\|52.80\|54.19\|51.62\|12994;2026-03-23\|50.30\|-2.84\|50.99\|52.35\|49.88\|16756;2026-03-24\|52.85\|5.07\|51.30\|53.04\|50.51\|18554;2026-03-25\|52.82\|-0.06\|52.50\|53.04\|52.03\|9946;2026-03-26\|52.37\|-0.85\|52.75\|53.99\|52.03\|12649;2026-03-27\|52.09\|-0.53\|51.98\|52.59\|51.50\|7797;2026-03-30\|53.53\|2.76\|51.82\|53.80\|51.15\|15098;2026-03-31\|52.85\|-1.27\|53.56\|54.85\|52.20\|18304;2026-04-01\|53.20\|0.66\|52.92\|53.50\|51.58\|13848;2026-04-02\|53.71\|0.96\|53.00\|53.96\|52.14\|9861;2026-04-03\|55.05\|2.49\|53.80\|55.11\|53.41\|12910;2026-04-07\|55.20\|0.27\|55.32\|56.00\|54.15\|11860;2026-04-08\|57.00\|3.26\|55.62\|57.00\|54.93\|18025;2026-04-09\|56.15\|-1.49\|56.36\|57.18\|55.56\|10549;2026-04-10\|57.33\|2.10\|56.30\|57.57\|55.50\|12823;2026-04-13\|54.71\|-4.57\|57.57\|58.30\|54.27\|21562;2026-04-14\|54.68\|-0.05\|54.52\|55.51\|53.62\|10987;2026-04-15\|60.15\|10.00\|58.00\|60.15\|57.67\|21703;2026-04-16\|63.27\|5.19\|61.88\|64.37\|61.36\|63031;2026-04-17\|63.83\|0.89\|63.25\|65.35\|62.62\|32008;2026-04-20\|62.75\|-1.69\|63.79\|64.80\|62.26\|24789;2026-04-21\|67.10\|6.93\|62.85\|67.68\|62.80\|34491;2026-04-22\|66.84\|-0.39\|67.10\|67.10\|64.03\|19571;2026-04-23\|68.10\|1.89\|67.68\|69.80\|66.41\|20974;2026-04-24\|66.95\|-1.69\|68.00\|68.30\|65.50\|14461;2026-04-27\|66.85\|-0.15\|66.89\|67.93\|66.35\|14157;2026-04-28\|64.32\|-3.78\|62.91\|66.68\|62.45\|22602;2026-04-29\|62.70\|-2.52\|63.90\|64.45\|61.88\|30317;2026-04-30\|61.75\|-1.52\|62.69\|63.20\|61.67\|13835;2026-05-06\|61.98\|0.37\|61.73\|62.60\|60.16\|27700;2026-05-07\|61.20\|-1.26\|61.00\|61.72\|60.55\|16358;2026-05-08\|61.48\|0.46\|61.70\|61.98\|60.44\|15663;2026-05-11\|61.48\|0.00\|62.47\|62.88\|61.02\|20551;2026-05-12\|65.44\|6.44\|61.40\|65.44\|60.60\|31560;2026-05-13\|63.00\|-3.73\|64.04\|64.75\|61.54\|22859;2026-05-14\|61.41\|-2.52\|62.80\|63.77\|60.76\|17677;2026-05-15\|60.30\|-1.81\|61.30\|61.77\|59.30\|21755;2026-05-18\|58.80\|-2.49\|59.45\|60.19\|58.27\|19020;2026-05-19\|58.22\|-0.99\|58.88\|59.50\|57.50\|12897;2026-05-20\|57.54\|-1.17\|58.20\|58.53\|57.19\|9676;2026-05-21\|56.07\|-2.55\|57.97\|58.01\|55.75\|12158;2026-05-22\|55.06\|-1.80\|56.83\|56.83\|54.00\|23922;2026-05-25\|56.00\|1.71\|55.34\|56.25\|54.72\|13084;2026-05-26\|56.14\|0.25\|56.00\|57.10\|55.65\|18674;2026-05-27\|55.32\|-1.46\|56.61\|56.89\|54.69\|10057;2026-05-28\|56.30\|1.77\|55.77\|56.95\|55.00\|10869;2026-05-29\|57.67\|2.43\|56.14\|57.74\|55.83\|12683;2026-06-01\|56.83\|-1.46\|57.82\|58.28\|56.63\|15980;2026-06-02\|56.15\|-1.20\|56.83\|57.15\|55.54\|11575;2026-06-03\|55.88\|-0.48\|56.15\|56.16\|54.40\|17298;2026-06-04\|54.31\|-1.04\|54.83\|56.40\|54.15\|16275;2026-06-05\|54.35\|0.07\|57.01\|57.60\|54.33\|17511;2026-06-08\|56.72\|4.36\|53.09\|57.97\|53.09\|17737;2026-06-09\|57.35\|1.11\|57.80\|58.50\|56.61\|12888;2026-06-10\|56.92\|-0.75\|56.56\|57.79\|56.00\|9167;2026-06-11\|56.23\|-1.21\|56.17\|57.08\|55.41\|10811;2026-06-12\|56.04\|-0.34\|56.28\|57.30\|56.04\|8855;2026-06-15\|55.90\|-0.25\|56.60\|57.25\|55.35\|12843;2026-06-16\|54.31\|-2.84\|55.90\|55.90\|53.89\|12820;2026-06-17\|54.32\|0.02\|54.19\|54.87\|53.17\|9188;2026-06-18\|54.78\|0.85\|54.22\|55.16\|53.71\|5621;2026-06-22\|55.06\|0.51\|54.78\|55.47\|53.56\|8742;2026-06-23\|55.88\|1.49\|55.27\|56.95\|54.51\|6910;2026-06-24\|54.21\|-2.99\|55.50\|56.17\|53.95\|6600;2026-06-25\|54.39\|0.33\|54.99\|55.30\|53.95\|5689;2026-06-26\|54.26\|-0.24\|53.90\|54.80\|53.36\|5490;2026-06-29\|59.69\|10.01\|55.30\|59.69\|55.00\|15611;2026-06-30\|54.16\|-9.26\|61.90\|62.50\|53.81\|30340;2026-07-01\|53.88\|-0.52\|53.72\|54.80\|50.06\|22448;2026-07-02\|54.19\|0.58\|52.88\|54.77\|52.22\|16866;2026-07-03\|55.38\|2.20\|54.62\|55.70\|53.62\|10917;2026-07-06\|53.55\|-3.30\|55.57\|56.76\|53.01\|14056;2026-07-07\|52.30\|-2.33\|53.35\|53.50\|52.01\|10098;2026-07-08\|52.67\|0.71\|52.04\|53.97\|51.10\|7938;2026-07-09\|52.96\|0.55\|52.01\|53.36\|51.68\|7446;2026-07-10\|53.37\|0.77\|52.96\|54.18\|52.25\|6788
117610	其它归类	电缆+海缆+一季报增长 1、据2026年6月11日公告，公司及子公司近期合计中标约52.31亿元项目，涵盖绿色输电设施、海底电缆与高压电缆及海洋装备与工程运维领域，为公司“十五五”期间业绩增长奠定基础。 2、据2026年4月22日一季报，公司海底电缆与高压电缆营收14.91亿元，同比增长24.68%，占营收比重51.71%；海洋装备与工程运维营收2.74亿元，同比增长319.61%。 3、据2026年4月22日一季报，公司一季度营收28.83亿元，同比增长34.28%，主要系海底电缆与高压电缆等重点项目陆续交付驱动。	海陆缆核心供应商，一季度净利润同比增长32.26%	2026-03-03\|59.49\|0.47\|59.21\|60.90\|58.68\|144785;2026-03-04\|60.40\|1.53\|59.00\|61.55\|58.61\|140174;2026-03-05\|61.20\|1.32\|62.00\|62.00\|60.56\|183769;2026-03-06\|60.75\|-0.74\|60.59\|62.12\|60.45\|104965;2026-03-09\|61.30\|0.91\|60.00\|61.95\|57.14\|179709;2026-03-10\|63.69\|3.90\|61.30\|63.93\|61.00\|177601;2026-03-11\|63.68\|-0.02\|63.54\|64.78\|62.40\|148834;2026-03-12\|66.34\|4.18\|63.68\|68.30\|62.28\|276792;2026-03-13\|67.20\|1.30\|67.00\|69.80\|66.88\|287318;2026-03-16\|66.92\|-0.42\|69.10\|70.22\|65.78\|209866;2026-03-17\|66.55\|-0.55\|65.60\|69.50\|65.60\|192798;2026-03-18\|64.77\|-2.67\|66.22\|66.55\|63.83\|180521;2026-03-19\|63.94\|-1.28\|64.52\|66.21\|63.54\|133722;2026-03-20\|64.28\|0.53\|64.74\|66.38\|63.51\|139721;2026-03-23\|62.80\|-2.30\|63.24\|64.80\|62.37\|138467;2026-03-24\|62.81\|0.02\|63.66\|63.75\|61.59\|106383;2026-03-25\|63.52\|1.13\|62.87\|64.68\|62.00\|91815;2026-03-26\|58.45\|-7.98\|63.80\|63.81\|57.58\|278234;2026-03-27\|57.75\|-1.20\|57.45\|58.95\|56.28\|203072;2026-03-30\|61.10\|5.80\|59.00\|61.50\|57.85\|221748;2026-03-31\|60.54\|-0.92\|61.00\|61.84\|60.27\|112049;2026-04-01\|61.26\|1.19\|62.42\|62.45\|60.55\|93703;2026-04-02\|60.83\|-0.70\|61.26\|62.90\|60.35\|97637;2026-04-03\|58.19\|-4.34\|60.72\|60.80\|58.07\|95783;2026-04-07\|58.51\|0.55\|58.40\|59.87\|57.68\|74455;2026-04-08\|60.00\|2.55\|59.70\|60.20\|59.02\|112130;2026-04-09\|57.94\|-3.43\|59.19\|59.19\|56.84\|196957;2026-04-10\|58.10\|0.28\|58.29\|59.80\|58.03\|117294;2026-04-13\|58.40\|0.52\|57.75\|58.70\|57.38\|83108;2026-04-14\|59.28\|1.51\|58.44\|59.30\|57.43\|94942;2026-04-15\|59.20\|-0.14\|59.71\|59.99\|58.81\|80327;2026-04-16\|59.64\|0.74\|59.49\|59.77\|58.86\|87295;2026-04-17\|60.05\|0.69\|59.79\|61.20\|59.66\|99904;2026-04-20\|61.00\|1.58\|60.15\|61.70\|59.71\|137084;2026-04-21\|61.09\|0.15\|61.33\|61.97\|60.53\|112775;2026-04-22\|67.20\|10.00\|62.88\|67.20\|62.87\|213381;2026-04-23\|65.91\|-1.92\|67.16\|67.58\|64.40\|341253;2026-04-24\|65.24\|-1.02\|65.80\|67.20\|64.29\|169811;2026-04-27\|64.11\|-1.73\|65.30\|66.10\|63.80\|189085;2026-04-28\|62.15\|-3.06\|63.73\|64.49\|61.90\|129683;2026-04-29\|63.39\|2.00\|61.70\|64.27\|61.32\|132680;2026-04-30\|62.13\|-1.99\|63.00\|63.12\|61.19\|151604;2026-05-06\|62.40\|0.43\|62.85\|63.33\|62.08\|161662;2026-05-07\|62.99\|0.95\|62.90\|63.00\|61.87\|127910;2026-05-08\|61.69\|-2.06\|62.70\|62.88\|60.87\|167148;2026-05-11\|61.96\|0.44\|61.69\|62.87\|61.69\|155060;2026-05-12\|62.07\|0.18\|62.19\|63.60\|60.78\|200475;2026-05-13\|64.00\|3.11\|62.16\|64.10\|62.16\|217305;2026-05-14\|61.42\|-4.03\|64.20\|64.50\|61.33\|173482;2026-05-15\|58.66\|-4.49\|60.87\|61.25\|58.16\|209892;2026-05-18\|58.76\|0.17\|58.01\|60.12\|57.90\|98970;2026-05-19\|59.48\|1.23\|58.99\|59.50\|57.68\|104866;2026-05-20\|58.60\|-1.48\|58.90\|59.32\|57.45\|107879;2026-05-21\|57.25\|-2.30\|58.90\|59.25\|57.00\|114604;2026-05-22\|56.98\|-0.47\|57.48\|57.70\|56.39\|92964;2026-05-25\|56.98\|0.00\|57.66\|57.66\|56.12\|90007;2026-05-26\|46.00\|-2.23\|46.60\|47.17\|45.51\|108088;2026-05-27\|44.81\|-2.59\|46.01\|46.45\|44.52\|131069;2026-05-28\|43.61\|-2.68\|44.78\|44.78\|43.20\|200405;2026-05-29\|44.70\|2.50\|43.98\|45.49\|43.23\|219932;2026-06-01\|43.88\|-1.83\|45.08\|45.45\|43.85\|146531;2026-06-02\|42.60\|-2.92\|43.75\|43.88\|41.50\|223738;2026-06-03\|42.17\|-1.01\|42.58\|42.77\|41.80\|100954;2026-06-04\|41.15\|-2.42\|42.10\|42.10\|40.78\|145761;2026-06-05\|40.21\|-2.28\|41.05\|41.23\|40.16\|129750;2026-06-08\|38.92\|-3.21\|39.45\|40.55\|38.21\|135791;2026-06-09\|39.01\|0.23\|39.19\|39.36\|38.28\|114504;2026-06-10\|37.59\|-3.64\|39.00\|39.00\|37.32\|188428;2026-06-11\|40.42\|7.53\|39.92\|40.95\|37.75\|445666;2026-06-12\|41.60\|2.92\|40.02\|42.40\|39.46\|367160;2026-06-15\|41.31\|-0.70\|41.11\|42.61\|40.83\|253863;2026-06-16\|40.82\|-1.19\|41.12\|41.69\|40.56\|171741;2026-06-17\|40.87\|0.12\|41.22\|41.70\|40.53\|154969;2026-06-18\|39.93\|-2.30\|40.75\|40.97\|39.61\|197105;2026-06-22\|40.62\|1.73\|39.80\|40.69\|39.15\|168742;2026-06-23\|39.55\|-2.63\|40.62\|41.10\|39.33\|143145;2026-06-24\|39.47\|-0.20\|39.42\|39.64\|38.71\|105107;2026-06-25\|39.22\|-0.63\|39.39\|39.57\|38.85\|115569;2026-06-26\|38.02\|-3.06\|39.68\|40.28\|38.00\|150547;2026-06-29\|41.82\|9.99\|37.82\|41.82\|37.68\|288601;2026-06-30\|41.51\|-0.74\|41.86\|42.56\|41.16\|231475;2026-07-01\|42.50\|2.38\|41.52\|42.68\|39.80\|301323;2026-07-02\|43.36\|2.02\|41.96\|44.07\|41.80\|301797;2026-07-03\|43.75\|0.90\|43.45\|44.25\|42.87\|186255;2026-07-06\|42.04\|-3.91\|43.32\|43.32\|41.72\|167696;2026-07-07\|40.56\|-3.52\|42.23\|42.23\|40.30\|152581;2026-07-08\|39.86\|-1.73\|40.50\|40.87\|39.43\|117600;2026-07-09\|39.00\|-2.16\|39.73\|39.96\|37.66\|193943;2026-07-10\|39.98\|2.51\|38.62\|40.77\|38.31\|168624
117609	其它归类	一体化油服+加拿大油气权益行业原因：国际油价拉升，布伦特原油期货涨超4%。据央视新闻，当地时间4月1日，美国总统特朗普在演讲中表示接下来几周将对伊朗进行更强火力打击。美国过去不需要霍尔木兹海峡，现在也不需要。公司原因： 1、据2025年5月23日互动易，公司2024年取得加拿大阿尔伯塔省和萨斯喀彻温省1510.038公顷油气权益，正推进勘探开发，向油气上游转型。 2、据2025年4月18日公告，公司是国内领先的油气资源开发综合服务商，具备钻井总承包、压裂、化工产品及配套检测维修一体化服务能力，与中石油、中石化、中海油长期合作。	国内领先的油气资源开发综合服务商，是民营企业中为数不多的能够为客户提供钻井总承包、压裂、化工产品销售及配套的检测、维修等一揽子技术服务的油服企业	2026-03-03\|16.37\|10.01\|15.54\|16.37\|15.54\|246351;2026-03-04\|16.36\|-0.06\|17.89\|17.90\|14.73\|910544;2026-03-05\|14.78\|-9.66\|15.28\|16.05\|14.73\|675256;2026-03-06\|14.79\|0.07\|14.36\|14.97\|14.22\|466184;2026-03-09\|14.78\|-0.07\|16.26\|16.27\|14.73\|719187;2026-03-10\|13.77\|-6.83\|13.30\|14.05\|13.30\|532905;2026-03-11\|13.89\|0.87\|13.75\|13.96\|13.55\|376602;2026-03-12\|13.87\|-0.14\|14.10\|14.44\|13.63\|414265;2026-03-13\|13.88\|0.07\|14.12\|14.25\|13.64\|317016;2026-03-16\|14.15\|1.95\|14.47\|14.91\|14.00\|434474;2026-03-17\|14.05\|-0.71\|13.85\|14.23\|13.50\|379851;2026-03-18\|13.21\|-5.98\|13.52\|13.53\|13.04\|295994;2026-03-19\|13.35\|1.06\|13.51\|13.68\|13.05\|376760;2026-03-20\|12.37\|-7.34\|12.55\|12.78\|12.24\|305805;2026-03-23\|12.45\|0.65\|12.29\|12.70\|12.01\|299107;2026-03-24\|12.40\|-0.40\|12.23\|12.40\|11.91\|213830;2026-03-25\|12.56\|1.29\|12.00\|12.59\|11.90\|201448;2026-03-26\|12.52\|-0.32\|12.58\|12.75\|12.30\|217488;2026-03-27\|12.96\|3.51\|12.36\|13.11\|12.36\|261550;2026-03-30\|13.16\|1.54\|13.31\|13.40\|12.68\|294734;2026-03-31\|12.93\|-1.75\|13.02\|13.40\|12.69\|239523;2026-04-01\|12.54\|-3.02\|12.71\|12.88\|12.53\|189068;2026-04-02\|13.79\|9.97\|13.29\|13.79\|13.01\|280457;2026-04-03\|13.80\|0.07\|15.17\|15.17\|13.51\|801336;2026-04-07\|13.90\|0.72\|13.20\|13.97\|12.50\|576242;2026-04-08\|12.51\|-10.00\|12.51\|12.75\|12.51\|461706;2026-04-09\|12.65\|1.12\|12.60\|12.78\|12.40\|439731;2026-04-10\|12.40\|-1.98\|12.36\|12.48\|12.16\|281939;2026-04-13\|12.98\|4.68\|12.68\|12.99\|12.38\|394228;2026-04-14\|12.65\|-2.54\|12.53\|12.70\|12.42\|275811;2026-04-15\|12.10\|-4.35\|12.40\|12.45\|12.07\|257636;2026-04-16\|11.97\|-1.07\|12.00\|12.06\|11.70\|172157;2026-04-17\|11.81\|-1.34\|11.99\|12.03\|11.73\|156648;2026-04-20\|11.95\|1.19\|11.85\|11.96\|11.75\|150630;2026-04-21\|11.78\|-1.42\|11.84\|11.89\|11.69\|125780;2026-04-22\|11.62\|-1.36\|11.79\|11.83\|11.58\|119697;2026-04-23\|11.91\|2.50\|11.67\|12.04\|11.56\|222272;2026-04-24\|11.65\|-2.18\|11.72\|11.86\|11.45\|178775;2026-04-27\|11.77\|1.03\|11.56\|11.80\|11.46\|118839;2026-04-28\|11.94\|1.44\|11.77\|12.00\|11.69\|146960;2026-04-29\|12.10\|1.34\|11.88\|12.13\|11.84\|150110;2026-04-30\|11.57\|-4.38\|11.51\|11.73\|11.38\|233917;2026-05-06\|11.38\|-1.64\|11.46\|11.46\|11.19\|169287;2026-05-07\|11.35\|-0.26\|11.24\|11.38\|11.11\|175935;2026-05-08\|11.67\|2.82\|11.40\|11.74\|11.40\|147289;2026-05-11\|11.62\|-0.43\|11.78\|11.84\|11.56\|98563;2026-05-12\|11.43\|-1.64\|11.60\|11.68\|11.37\|82458;2026-05-13\|11.46\|0.26\|11.52\|11.59\|11.37\|71118;2026-05-14\|11.22\|-2.09\|11.45\|11.46\|11.21\|79558;2026-05-15\|11.16\|-0.53\|11.22\|11.32\|11.03\|101694;2026-05-18\|11.47\|2.78\|11.31\|11.48\|11.13\|118763;2026-05-19\|11.22\|-2.18\|11.33\|11.36\|11.04\|118041;2026-05-20\|11.16\|-0.53\|11.18\|11.33\|11.08\|78879;2026-05-21\|10.44\|-6.45\|11.00\|11.01\|10.36\|140390;2026-05-22\|10.55\|1.05\|10.49\|10.60\|10.34\|89637;2026-05-25\|9.88\|-6.35\|10.29\|10.42\|9.76\|179856;2026-05-26\|9.79\|-0.91\|9.83\|9.92\|9.66\|105409;2026-05-27\|9.53\|-2.66\|9.79\|9.86\|9.44\|93683;2026-05-28\|9.68\|1.57\|9.53\|9.70\|9.45\|86325;2026-05-29\|9.40\|-2.89\|9.53\|9.62\|9.30\|81756;2026-06-01\|9.87\|5.00\|9.49\|9.91\|9.43\|104390;2026-06-02\|9.58\|-2.94\|9.94\|10.00\|9.53\|82759;2026-06-03\|9.64\|0.63\|9.63\|9.74\|9.33\|93789;2026-06-04\|9.18\|-4.77\|9.48\|9.50\|9.11\|98977;2026-06-05\|9.31\|1.42\|9.11\|9.38\|8.97\|96792;2026-06-08\|9.45\|1.50\|9.18\|9.76\|9.18\|147685;2026-06-09\|9.04\|-4.34\|9.17\|9.44\|8.92\|124779;2026-06-10\|8.93\|-1.22\|8.95\|9.13\|8.82\|89808;2026-06-11\|8.98\|0.56\|9.21\|9.29\|8.79\|114680;2026-06-12\|9.08\|1.11\|8.83\|9.22\|8.71\|120076;2026-06-15\|8.89\|-2.09\|9.08\|9.28\|8.85\|100191;2026-06-16\|8.88\|-0.11\|8.84\|8.95\|8.44\|149881;2026-06-17\|9.77\|10.02\|8.82\|9.77\|8.76\|221491;2026-06-18\|9.26\|-5.22\|9.89\|10.08\|8.95\|365545;2026-06-22\|9.91\|7.02\|9.21\|10.05\|9.05\|292485;2026-06-23\|10.10\|1.92\|9.84\|10.30\|9.73\|211888;2026-06-24\|9.66\|-4.36\|10.01\|10.34\|9.63\|151956;2026-06-25\|9.94\|2.90\|9.75\|9.99\|9.47\|143409;2026-06-26\|9.63\|-3.12\|9.95\|10.00\|9.41\|121967;2026-06-29\|10.59\|9.97\|9.69\|10.59\|9.69\|185669;2026-06-30\|10.57\|-0.19\|10.80\|11.19\|10.40\|268778;2026-07-01\|10.99\|3.97\|10.78\|11.24\|10.50\|230026;2026-07-02\|11.01\|0.18\|10.86\|11.30\|10.82\|134373;2026-07-03\|10.42\|-5.36\|11.07\|11.28\|10.32\|171286;2026-07-06\|11.46\|9.98\|11.29\|11.46\|10.52\|201635;2026-07-07\|11.87\|3.58\|11.60\|12.34\|11.36\|419736;2026-07-08\|12.42\|4.63\|12.12\|12.77\|11.60\|377218;2026-07-09\|12.25\|-1.37\|12.33\|12.47\|11.92\|317755;2026-07-10\|13.48\|10.04\|11.49\|13.48\|11.49\|455024
117608		涨停揭秘：算力服务网关平台适配多源异构算力，叠加策略手游产品线稳定贡献现金流；涨停缘由：自研算力服务网关平台实现跨平台、跨集群算力高效调度，契合AI基建底层需求；游戏业务提供稳定现金流支撑技术研发投入；资金逻辑：资金关注兼具AI基础设施属性与业绩确定性的中小市值标的，游资主导短线炒作；风险提示：算力平台商业化规模尚小，游戏业务面临用户增长瓶颈	公司游戏主要为策略类手机游戏等；自主研发的算力服务网关平台，以统一适配标准、异构数据纳管、统一度量服务和可视化管理为核心，构建了一个从连接到赋能的强大服务闭环，实现算力跨平台、跨集群的高效运营和智能调度	2026-03-03\|10.30\|-6.11\|10.98\|11.01\|10.27\|689039;2026-03-04\|10.28\|-0.19\|10.19\|10.46\|10.16\|397024;2026-03-05\|10.55\|2.63\|10.44\|10.95\|10.30\|703643;2026-03-06\|10.58\|0.28\|10.40\|10.60\|10.40\|342019;2026-03-09\|10.49\|-0.85\|10.40\|10.57\|10.19\|476837;2026-03-10\|10.65\|1.53\|10.65\|10.85\|10.52\|437680;2026-03-11\|10.49\|-1.50\|10.61\|10.70\|10.48\|389310;2026-03-12\|10.54\|0.48\|10.47\|10.62\|10.38\|336477;2026-03-13\|10.57\|0.28\|10.70\|10.94\|10.55\|470947;2026-03-16\|10.45\|-1.14\|10.48\|10.53\|10.36\|317085;2026-03-17\|10.36\|-0.86\|10.51\|10.62\|10.36\|307953;2026-03-18\|10.40\|0.39\|10.36\|10.46\|10.27\|267018;2026-03-19\|10.25\|-1.44\|10.30\|10.35\|10.19\|325780;2026-03-20\|10.04\|-2.05\|10.25\|10.33\|10.04\|335564;2026-03-23\|9.24\|-7.97\|9.85\|9.86\|9.18\|567119;2026-03-24\|9.40\|1.73\|9.44\|9.45\|9.21\|328572;2026-03-25\|9.60\|2.13\|9.42\|9.65\|9.38\|317936;2026-03-26\|9.37\|-2.40\|9.55\|9.60\|9.34\|280832;2026-03-27\|9.47\|1.07\|9.25\|9.54\|9.21\|258754;2026-03-30\|9.42\|-0.53\|9.36\|9.44\|9.17\|292339;2026-03-31\|9.32\|-1.06\|9.40\|9.54\|9.32\|229793;2026-04-01\|9.55\|2.47\|9.46\|9.59\|9.39\|321026;2026-04-02\|9.30\|-2.62\|9.50\|9.50\|9.26\|273575;2026-04-03\|9.27\|-0.32\|9.35\|9.38\|9.23\|221799;2026-04-07\|9.27\|0.00\|9.28\|9.35\|9.22\|165899;2026-04-08\|9.81\|5.83\|9.45\|9.85\|9.45\|498579;2026-04-09\|9.49\|-3.26\|9.66\|9.70\|9.48\|337470;2026-04-10\|9.63\|1.48\|9.57\|9.76\|9.57\|326871;2026-04-13\|9.49\|-1.45\|9.50\|9.59\|9.44\|271044;2026-04-14\|9.59\|1.05\|9.59\|9.70\|9.48\|271102;2026-04-15\|9.57\|-0.21\|9.66\|9.78\|9.56\|347256;2026-04-16\|9.70\|1.36\|9.60\|9.73\|9.57\|371026;2026-04-17\|9.64\|-0.62\|9.62\|9.65\|9.55\|295161;2026-04-20\|9.70\|0.62\|9.64\|9.79\|9.58\|356210;2026-04-21\|9.61\|-0.93\|9.69\|9.73\|9.53\|288323;2026-04-22\|9.62\|0.10\|9.54\|9.64\|9.51\|293629;2026-04-23\|9.44\|-1.87\|9.61\|9.70\|9.40\|346227;2026-04-24\|9.32\|-1.27\|9.40\|9.44\|9.21\|325658;2026-04-27\|9.37\|0.54\|9.28\|9.42\|9.16\|296500;2026-04-28\|9.37\|0.00\|9.30\|9.68\|9.30\|443465;2026-04-29\|9.63\|2.77\|9.39\|9.65\|9.37\|415142;2026-04-30\|9.73\|1.04\|9.63\|9.74\|9.56\|353189;2026-05-06\|9.87\|1.44\|9.77\|9.95\|9.77\|421831;2026-05-07\|9.96\|0.91\|9.93\|9.98\|9.77\|408626;2026-05-08\|10.15\|1.91\|9.92\|10.23\|9.88\|520902;2026-05-11\|10.02\|-1.28\|10.12\|10.18\|9.95\|484481;2026-05-12\|9.84\|-1.80\|10.00\|10.00\|9.77\|355261;2026-05-13\|9.88\|0.41\|9.82\|9.95\|9.75\|344426;2026-05-14\|9.53\|-3.54\|9.93\|10.07\|9.51\|439058;2026-05-15\|9.47\|-0.63\|9.52\|9.74\|9.40\|375460;2026-05-18\|9.41\|-0.63\|9.44\|9.54\|9.35\|346257;2026-05-19\|9.65\|2.55\|9.43\|9.65\|9.36\|380882;2026-05-20\|9.32\|-3.42\|9.60\|9.60\|9.30\|362471;2026-05-21\|9.02\|-3.22\|9.35\|9.50\|9.02\|404783;2026-05-22\|8.99\|-0.33\|9.08\|9.14\|8.97\|320441;2026-05-25\|8.63\|-4.00\|8.99\|9.05\|8.51\|665065;2026-05-26\|8.39\|-2.78\|8.60\|8.67\|8.28\|428486;2026-05-27\|8.15\|-2.86\|8.39\|8.51\|8.11\|439670;2026-05-28\|8.13\|-0.25\|8.08\|8.19\|7.90\|431161;2026-05-29\|7.90\|-2.83\|8.10\|8.19\|7.88\|407030;2026-06-01\|8.10\|2.53\|7.85\|8.22\|7.84\|399193;2026-06-02\|8.00\|-1.23\|8.13\|8.16\|7.90\|325328;2026-06-03\|7.82\|-2.25\|7.95\|8.03\|7.80\|342596;2026-06-04\|7.68\|-1.79\|7.83\|7.85\|7.58\|339115;2026-06-05\|7.77\|1.17\|7.70\|7.94\|7.60\|432574;2026-06-08\|7.54\|-2.96\|7.60\|7.80\|7.46\|404532;2026-06-09\|7.64\|1.33\|7.59\|7.71\|7.50\|296450;2026-06-10\|7.52\|-1.57\|7.59\|7.70\|7.46\|326110;2026-06-11\|7.11\|-5.45\|7.41\|7.50\|7.07\|622100;2026-06-12\|7.27\|2.25\|7.26\|7.34\|7.07\|856673;2026-06-15\|7.52\|3.44\|7.31\|7.57\|7.31\|549949;2026-06-16\|7.56\|0.53\|7.47\|7.65\|7.38\|456299;2026-06-17\|7.33\|-2.27\|7.46\|7.50\|7.29\|359918;2026-06-18\|7.28\|-0.68\|7.33\|7.42\|7.19\|380944;2026-06-22\|7.56\|3.85\|7.18\|7.59\|7.15\|583865;2026-06-23\|7.34\|-2.91\|7.52\|7.64\|7.28\|462152;2026-06-24\|7.26\|-1.09\|7.33\|7.47\|7.14\|426127;2026-06-25\|7.32\|0.83\|7.22\|7.48\|7.20\|543605;2026-06-26\|7.01\|-4.24\|7.21\|7.26\|6.83\|661613;2026-06-29\|7.90\|12.70\|7.30\|8.23\|7.29\|1455789;2026-06-30\|7.81\|-1.14\|7.95\|7.95\|7.53\|889404;2026-07-01\|7.87\|0.77\|7.95\|7.99\|7.67\|772756;2026-07-02\|7.83\|-0.51\|7.86\|8.06\|7.80\|845250;2026-07-03\|7.65\|-2.30\|7.81\|7.89\|7.62\|636143;2026-07-06\|7.65\|0.00\|7.63\|7.74\|7.60\|397104;2026-07-07\|7.84\|2.48\|7.61\|8.01\|7.60\|884555;2026-07-08\|8.09\|3.19\|7.77\|8.09\|7.53\|934242;2026-07-09\|8.49\|4.94\|7.98\|8.49\|7.90\|1206855;2026-07-10\|8.40\|-1.06\|8.35\|8.62\|8.16\|1155607
117607		异环首日流水过亿+AI游戏+电子竞技行业原因： 1、据浙商证券5月7日研报，2026Q1端游收入同比增39.38%、出海收入同比增31.76%，业绩兑现超预期。 2、广发证券5月5日研报指出，版号稳定发放、新品密集上线，行业供需改善带动盈利持续修复。公司原因： 1、据2026年4月30日机构调研纪要，《异环》国服4月23日、海外180国4月29日同步上线，全球首日流水超1亿元，次日/3日/7日留存显著优于《幻塔》同期。 2、据2025年8月27日半年报，公司已将AI工具全面融入研发管线，与英伟达、微软合作推进AI+游戏落地，用于NPC交互、剧情生成及画面渲染。 3、据2026年4月29日互动易，公司将于5月在上海举办世界级赛事CAC 2026，8月继续承办DOTA2国际邀请赛TI2026，电竞生态持续升温。	公司游戏新品《异环》反响热烈	2026-03-03\|20.44\|-5.37\|21.80\|21.95\|20.35\|788173;2026-03-04\|20.43\|-0.05\|20.35\|21.00\|20.15\|534465;2026-03-05\|20.05\|-1.86\|20.88\|20.98\|19.76\|569325;2026-03-06\|20.20\|0.75\|19.85\|20.68\|19.77\|391886;2026-03-09\|20.22\|0.10\|19.74\|20.35\|19.21\|545926;2026-03-10\|20.51\|1.43\|20.34\|20.56\|19.80\|489970;2026-03-11\|21.17\|3.22\|20.31\|21.35\|20.23\|832896;2026-03-12\|20.44\|-3.45\|21.21\|21.61\|20.33\|586895;2026-03-13\|19.25\|-5.82\|20.85\|21.15\|19.12\|766739;2026-03-16\|19.33\|0.42\|19.17\|19.53\|18.97\|434502;2026-03-17\|19.15\|-0.93\|19.41\|19.98\|18.97\|531673;2026-03-18\|19.15\|0.00\|19.07\|19.28\|18.88\|384366;2026-03-19\|18.56\|-3.08\|18.80\|18.81\|18.01\|463361;2026-03-20\|17.83\|-3.93\|18.58\|18.82\|17.63\|427053;2026-03-23\|16.86\|-5.44\|17.45\|17.60\|16.67\|538604;2026-03-24\|17.43\|3.38\|17.08\|17.44\|16.83\|445195;2026-03-25\|18.11\|3.90\|17.85\|18.53\|17.80\|428936;2026-03-26\|18.10\|-0.06\|18.10\|18.35\|17.88\|276864;2026-03-27\|18.22\|0.66\|17.75\|18.41\|17.70\|368866;2026-03-30\|17.93\|-1.59\|17.77\|18.77\|17.70\|408375;2026-03-31\|17.57\|-2.01\|17.92\|18.23\|17.54\|383692;2026-04-01\|19.33\|10.02\|17.95\|19.33\|17.80\|707778;2026-04-02\|19.59\|1.35\|19.93\|20.22\|19.38\|1056539;2026-04-03\|19.21\|-1.94\|19.87\|19.90\|19.01\|574092;2026-04-07\|19.58\|1.93\|19.50\|19.74\|19.30\|540171;2026-04-08\|20.22\|3.27\|20.40\|20.56\|19.82\|870007;2026-04-09\|20.06\|-0.79\|20.00\|20.25\|19.71\|565755;2026-04-10\|20.05\|-0.05\|20.05\|20.64\|19.99\|640396;2026-04-13\|19.51\|-2.69\|20.35\|20.38\|18.82\|1019749;2026-04-14\|19.40\|-0.56\|19.51\|19.85\|19.07\|640384;2026-04-15\|19.31\|-0.46\|19.47\|20.08\|19.19\|637264;2026-04-16\|20.78\|7.61\|19.25\|21.24\|19.07\|1215985;2026-04-17\|20.70\|-0.39\|20.60\|20.90\|20.30\|732762;2026-04-20\|20.15\|-2.66\|20.88\|21.35\|20.07\|965148;2026-04-21\|20.00\|-0.74\|19.98\|20.45\|19.71\|718129;2026-04-22\|20.21\|1.05\|20.11\|20.58\|19.66\|910225;2026-04-23\|19.02\|-5.89\|20.01\|20.15\|18.20\|1794610;2026-04-24\|17.12\|-9.99\|18.16\|18.29\|17.12\|1278643;2026-04-27\|16.28\|-4.91\|16.17\|16.73\|16.02\|1510709;2026-04-28\|17.07\|4.85\|16.41\|17.39\|16.19\|1378575;2026-04-29\|16.64\|-2.52\|16.75\|16.94\|16.27\|884504;2026-04-30\|15.21\|-8.59\|16.11\|16.33\|15.10\|1275650;2026-05-06\|16.28\|7.03\|15.84\|16.65\|15.82\|1149712;2026-05-07\|15.95\|-2.03\|16.25\|16.32\|15.71\|716863;2026-05-08\|17.55\|10.03\|17.49\|17.55\|17.49\|383290;2026-05-11\|16.82\|-4.16\|18.00\|18.00\|16.73\|1571497;2026-05-12\|16.85\|0.18\|16.79\|17.37\|16.37\|1022017;2026-05-13\|16.96\|0.65\|16.61\|17.10\|16.60\|600961;2026-05-14\|16.35\|-3.60\|17.79\|17.85\|16.32\|914323;2026-05-15\|16.00\|-2.14\|16.11\|16.39\|15.71\|692292;2026-05-18\|15.43\|-3.56\|15.62\|15.80\|15.28\|655865;2026-05-19\|15.26\|-1.10\|15.44\|15.72\|15.05\|592553;2026-05-20\|14.77\|-3.21\|15.11\|15.18\|14.67\|614847;2026-05-21\|14.28\|-3.32\|14.94\|15.04\|14.23\|644947;2026-05-22\|14.52\|1.68\|14.41\|14.62\|14.13\|524211;2026-05-25\|14.11\|-2.82\|14.63\|14.73\|14.04\|506058;2026-05-26\|14.28\|1.20\|14.06\|14.42\|13.84\|492560;2026-05-27\|13.91\|-2.59\|14.21\|14.44\|13.87\|451314;2026-05-28\|14.28\|2.66\|14.19\|14.45\|13.72\|651939;2026-05-29\|14.01\|-1.89\|14.61\|14.88\|13.95\|670248;2026-06-01\|13.95\|-0.43\|13.88\|14.30\|13.77\|584583;2026-06-02\|13.32\|-4.52\|13.85\|13.95\|13.13\|819343;2026-06-03\|13.36\|0.30\|13.15\|13.68\|12.91\|562270;2026-06-04\|13.92\|6.83\|13.30\|14.14\|13.03\|1051362;2026-06-05\|13.96\|0.29\|13.93\|14.56\|13.86\|1031475;2026-06-08\|14.30\|2.44\|13.79\|14.66\|13.66\|1085966;2026-06-09\|14.34\|0.28\|14.56\|14.80\|14.02\|972463;2026-06-10\|13.94\|-2.79\|14.10\|14.34\|13.71\|702940;2026-06-11\|13.21\|-5.24\|13.75\|13.88\|13.12\|713122;2026-06-12\|13.25\|0.30\|13.47\|13.65\|13.02\|902197;2026-06-15\|13.21\|-0.30\|13.15\|13.40\|12.96\|761429;2026-06-16\|13.32\|0.83\|13.15\|13.74\|13.04\|766272;2026-06-17\|12.71\|-4.58\|13.12\|13.14\|12.66\|779796;2026-06-18\|12.00\|-5.59\|12.52\|12.80\|11.96\|1144809;2026-06-22\|12.07\|0.58\|11.79\|12.09\|11.58\|938818;2026-06-23\|11.45\|-5.14\|11.96\|12.01\|11.37\|804175;2026-06-24\|11.43\|-0.17\|11.40\|11.87\|11.26\|783756;2026-06-25\|11.92\|4.29\|11.43\|12.54\|11.36\|1401437;2026-06-26\|11.54\|-3.19\|11.70\|12.19\|11.08\|1060664;2026-06-29\|12.69\|9.97\|11.81\|12.69\|11.81\|1098933;2026-06-30\|12.42\|-2.13\|12.46\|12.59\|11.95\|1278681;2026-07-01\|12.56\|1.13\|12.45\|12.97\|12.02\|1136586;2026-07-02\|12.33\|-1.83\|12.68\|12.87\|12.27\|1184669;2026-07-03\|11.62\|-5.76\|11.97\|12.13\|11.58\|1181855;2026-07-06\|11.60\|-0.17\|11.60\|12.04\|11.35\|790195;2026-07-07\|11.77\|1.47\|11.48\|12.50\|11.33\|1313361;2026-07-08\|11.19\|-4.93\|11.73\|11.77\|11.11\|868050;2026-07-09\|11.03\|-1.43\|10.99\|11.29\|10.75\|770063;2026-07-10\|11.38\|3.17\|10.89\|11.70\|10.72\|1177905
117606	中国电信高性能服务器2026-2027年集采项目评审结果出炉	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货	2026-03-03\|58.00\|-8.20\|62.77\|62.77\|57.70\|120450;2026-03-04\|58.19\|0.33\|56.33\|59.89\|56.21\|83756;2026-03-05\|59.22\|1.77\|60.00\|62.44\|58.70\|83494;2026-03-06\|60.83\|2.72\|59.22\|63.76\|57.77\|121523;2026-03-09\|62.80\|3.24\|57.20\|63.39\|56.48\|101185;2026-03-10\|64.03\|1.96\|63.52\|65.50\|62.81\|71272;2026-03-11\|60.82\|-5.01\|63.93\|63.93\|59.95\|67903;2026-03-12\|58.19\|-4.32\|59.80\|60.43\|57.40\|63207;2026-03-13\|55.88\|-3.97\|57.33\|57.50\|55.65\|58578;2026-03-16\|59.80\|7.01\|56.00\|59.99\|53.36\|95250;2026-03-17\|58.06\|-2.91\|59.80\|60.99\|57.70\|59484;2026-03-18\|60.57\|4.32\|59.22\|61.30\|58.40\|56550;2026-03-19\|55.35\|-8.62\|59.00\|60.18\|55.00\|70758;2026-03-20\|53.68\|-3.02\|56.60\|57.29\|53.68\|52030;2026-03-23\|51.42\|-4.21\|53.05\|54.18\|51.00\|57203;2026-03-24\|54.26\|5.52\|53.50\|54.56\|52.27\|69302;2026-03-25\|55.35\|2.01\|55.88\|57.43\|54.35\|49828;2026-03-26\|53.80\|-2.80\|55.72\|55.72\|53.50\|32609;2026-03-27\|53.82\|0.04\|52.62\|55.06\|52.10\|39428;2026-03-30\|53.73\|-0.17\|54.32\|54.98\|52.95\|35565;2026-03-31\|49.85\|-7.22\|54.00\|54.29\|49.80\|71492;2026-04-01\|52.20\|4.71\|51.10\|53.27\|50.02\|80688;2026-04-02\|49.01\|-6.11\|52.53\|52.53\|48.35\|83642;2026-04-03\|48.88\|-0.27\|49.12\|49.99\|48.50\|49626;2026-04-07\|48.16\|-1.47\|49.83\|49.83\|48.06\|29855;2026-04-08\|52.98\|10.01\|50.10\|52.98\|50.10\|31368;2026-04-09\|53.66\|1.28\|53.65\|55.25\|52.63\|105620;2026-04-10\|59.03\|10.01\|55.70\|59.03\|54.57\|70295;2026-04-13\|58.47\|-0.95\|58.03\|59.43\|56.08\|138645;2026-04-14\|55.23\|-5.54\|58.99\|59.03\|54.53\|145147;2026-04-15\|53.59\|-2.97\|55.30\|56.61\|53.43\|96553;2026-04-16\|58.95\|10.00\|53.56\|58.95\|53.56\|87881;2026-04-17\|60.22\|2.15\|60.00\|62.35\|60.00\|147141;2026-04-20\|61.97\|2.91\|60.57\|62.30\|58.68\|131460;2026-04-21\|60.40\|-2.53\|61.33\|61.33\|59.40\|76798;2026-04-22\|63.50\|5.13\|60.01\|63.50\|58.40\|125518;2026-04-23\|62.11\|-2.19\|65.98\|67.23\|62.00\|131207;2026-04-24\|58.16\|-6.36\|60.42\|61.34\|58.00\|89873;2026-04-27\|57.51\|-1.12\|57.75\|59.35\|57.13\|77916;2026-04-28\|58.35\|1.46\|58.02\|62.30\|57.73\|118174;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
117605	中国电信高性能服务器2026-2027年集采项目评审结果出炉	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-03-03\|50.06\|2.25\|50.20\|53.86\|49.50\|285960;2026-03-04\|49.80\|-0.52\|47.46\|52.35\|47.46\|149006;2026-03-05\|52.30\|5.02\|51.04\|52.30\|47.12\|135451;2026-03-06\|54.84\|4.86\|51.78\|57.43\|50.80\|182331;2026-03-09\|53.40\|-2.63\|52.10\|53.90\|49.36\|148252;2026-03-10\|51.60\|-3.37\|53.60\|55.49\|51.00\|94635;2026-03-11\|48.50\|-6.01\|51.08\|51.90\|48.21\|143742;2026-03-12\|45.83\|-5.51\|48.26\|48.86\|45.23\|138737;2026-03-13\|44.78\|-2.29\|45.83\|46.50\|44.51\|95188;2026-03-16\|44.10\|-1.52\|45.47\|45.47\|43.19\|85749;2026-03-17\|43.15\|-2.15\|44.89\|44.89\|42.71\|58917;2026-03-18\|43.82\|1.55\|43.20\|44.27\|42.01\|73657;2026-03-19\|41.16\|-6.07\|42.60\|43.21\|40.60\|118193;2026-03-20\|39.99\|-2.84\|41.16\|42.40\|39.88\|70735;2026-03-23\|37.09\|-7.25\|38.30\|39.67\|36.58\|86742;2026-04-08\|40.80\|10.00\|40.80\|40.80\|40.80\|26358;2026-04-09\|44.88\|10.00\|44.88\|44.88\|44.88\|7473;2026-04-10\|49.37\|10.00\|49.37\|49.37\|49.37\|64892;2026-04-13\|54.31\|10.01\|52.00\|54.31\|50.33\|281492;2026-04-14\|54.40\|0.17\|55.94\|56.70\|48.88\|305863;2026-04-15\|59.84\|10.00\|57.66\|59.84\|56.91\|104532;2026-04-16\|61.65\|3.02\|61.12\|62.50\|58.30\|246018;2026-04-17\|65.21\|5.77\|60.21\|65.80\|60.21\|224488;2026-04-20\|61.18\|-6.18\|65.19\|65.40\|59.10\|153563;2026-04-21\|59.20\|-3.24\|58.68\|60.50\|58.47\|100107;2026-04-22\|63.47\|7.21\|59.71\|63.98\|57.71\|170455;2026-04-23\|63.81\|0.54\|65.95\|69.82\|62.00\|134279;2026-04-24\|61.38\|-3.81\|60.92\|63.39\|59.71\|102976;2026-04-27\|59.00\|-3.88\|60.98\|62.54\|58.88\|79664;2026-04-28\|57.36\|-2.78\|59.14\|59.68\|57.12\|66967;2026-04-29\|56.24\|-1.95\|56.60\|58.00\|55.80\|86887;2026-04-30\|55.65\|-1.05\|56.20\|58.38\|55.30\|87477;2026-05-06\|58.00\|4.22\|56.68\|58.19\|54.72\|108081;2026-05-07\|63.80\|10.00\|58.31\|63.80\|57.02\|125658;2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969

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