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
117604	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：与宁德时代签订200GWh长期采购协议，叠加宁德时代年报净利润大增强化产业链信心；涨停缘由：战略合作协议落地+下游龙头业绩超预期+新型储能装机加速推进+锂电池板块情绪回暖；资金逻辑：机构资金借势加仓，融资余额阶段性回升，板块内资金向具备明确订单支撑的二线标的轮动；风险提示：公司尚未披露2025年完整年报，盈利可持续性待验证，且客户集中度高带来议价能力风险	公司与宁德时代正式签订《战略合作协议》，2026年至2028年承诺采购电量累计不低于200GWh，宁德时代确保按需供应；Q1净利同比增117%	2026-03-03\|229.75\|0.72\|232.15\|238.71\|226.10\|54450;2026-03-04\|222.11\|-3.33\|226.20\|228.98\|219.00\|37296;2026-03-05\|223.85\|0.78\|225.03\|230.25\|220.26\|31214;2026-03-06\|229.40\|2.48\|222.00\|230.41\|217.85\|42647;2026-03-09\|237.38\|3.48\|223.50\|242.00\|219.00\|62025;2026-03-10\|239.40\|0.85\|237.38\|241.88\|234.02\|53773;2026-03-11\|268.93\|12.34\|240.00\|287.28\|239.10\|151307;2026-03-12\|275.00\|2.26\|270.00\|282.89\|266.04\|105825;2026-03-13\|259.58\|-5.61\|270.00\|281.50\|259.10\|97035;2026-03-16\|261.50\|0.74\|264.51\|269.58\|252.00\|67401;2026-03-17\|253.02\|-3.24\|260.01\|267.00\|251.01\|48897;2026-03-18\|257.90\|1.93\|253.00\|258.00\|247.64\|53093;2026-03-19\|257.95\|0.02\|254.00\|268.69\|252.90\|58557;2026-03-20\|271.00\|5.06\|258.00\|282.88\|255.50\|102193;2026-03-23\|278.00\|2.58\|265.82\|287.00\|265.82\|96822;2026-03-24\|273.50\|-1.62\|278.00\|279.57\|255.49\|79285;2026-03-25\|280.20\|2.45\|266.50\|286.50\|261.00\|78936;2026-03-26\|294.00\|4.93\|279.99\|295.63\|275.00\|93998;2026-03-27\|290.08\|-1.33\|286.50\|299.85\|283.73\|69964;2026-03-30\|266.31\|-8.19\|287.00\|289.00\|266.20\|83343;2026-03-31\|233.63\|-12.27\|262.68\|262.80\|232.80\|99354;2026-04-01\|231.65\|-0.85\|233.78\|238.08\|220.00\|70751;2026-04-02\|224.40\|-3.13\|227.48\|232.50\|223.01\|45004;2026-04-03\|214.51\|-4.41\|227.00\|227.00\|212.77\|57353;2026-04-07\|217.53\|1.41\|215.52\|220.65\|215.50\|34389;2026-04-08\|222.10\|2.10\|223.89\|224.35\|217.30\|58932;2026-04-09\|222.88\|0.35\|220.00\|225.86\|216.90\|45174;2026-04-10\|229.85\|3.13\|224.00\|236.60\|224.00\|53943;2026-04-13\|233.53\|1.60\|225.00\|234.34\|225.00\|45924;2026-04-14\|241.69\|3.49\|234.50\|245.00\|229.59\|62733;2026-04-15\|231.33\|-4.29\|243.00\|243.00\|230.30\|45793;2026-04-16\|234.34\|1.30\|233.00\|237.31\|230.00\|33639;2026-04-17\|230.35\|-1.70\|232.00\|236.49\|228.00\|42822;2026-04-20\|226.43\|-1.70\|228.92\|230.88\|224.10\|42436;2026-04-21\|230.28\|1.70\|226.12\|231.40\|223.38\|32868;2026-04-22\|224.89\|-2.34\|228.63\|229.60\|224.00\|41071;2026-04-23\|226.50\|0.72\|227.50\|230.50\|221.00\|57258;2026-04-24\|227.08\|0.26\|225.03\|230.00\|221.30\|42470;2026-04-27\|226.89\|-0.08\|227.01\|227.01\|218.43\|55121;2026-04-28\|235.20\|3.66\|230.35\|237.88\|225.47\|81445;2026-04-29\|255.61\|8.68\|237.28\|265.00\|234.99\|110153;2026-04-30\|257.30\|0.66\|252.94\|261.52\|250.81\|68499;2026-05-06\|267.86\|4.10\|262.00\|268.99\|258.00\|78484;2026-05-07\|262.20\|-2.11\|267.86\|268.80\|258.44\|65028;2026-05-08\|257.88\|-1.65\|263.00\|269.18\|257.00\|56798;2026-05-11\|268.50\|4.12\|250.90\|270.00\|250.00\|88417;2026-05-12\|255.30\|-4.92\|268.60\|269.67\|253.28\|67121;2026-05-13\|258.40\|1.21\|255.99\|264.94\|255.30\|56570;2026-05-14\|245.99\|-4.80\|258.50\|261.98\|245.99\|64961;2026-05-15\|254.35\|3.40\|245.99\|263.27\|239.00\|85180;2026-05-18\|259.05\|1.85\|251.00\|266.88\|247.10\|60122;2026-05-19\|254.63\|-1.71\|256.60\|264.94\|253.02\|48195;2026-05-20\|265.19\|4.15\|252.68\|267.50\|252.22\|83196;2026-05-21\|249.41\|-5.95\|268.00\|268.20\|248.88\|72101;2026-05-22\|252.16\|1.10\|252.00\|259.20\|248.10\|53484;2026-05-25\|272.91\|8.23\|254.00\|278.89\|254.00\|110975;2026-05-26\|283.93\|4.04\|275.00\|288.88\|268.00\|121322;2026-05-27\|276.61\|-2.58\|280.20\|299.88\|273.00\|106787;2026-05-28\|297.25\|7.46\|281.61\|299.99\|272.28\|121115;2026-05-29\|276.00\|-7.15\|297.30\|298.00\|271.80\|95648;2026-06-01\|293.04\|6.17\|280.41\|309.17\|276.50\|120956;2026-06-02\|300.76\|2.63\|300.00\|305.53\|289.60\|92460;2026-06-03\|284.49\|-4.91\|295.00\|296.00\|280.99\|78835;2026-06-04\|274.90\|-3.37\|283.00\|287.86\|274.00\|62743;2026-06-05\|260.01\|-5.42\|278.06\|278.46\|258.97\|71710;2026-06-08\|247.10\|-4.97\|250.01\|255.60\|243.34\|46707;2026-06-09\|252.00\|1.98\|251.89\|258.80\|248.09\|47660;2026-06-10\|241.90\|-4.01\|247.14\|248.60\|236.93\|47882;2026-06-11\|241.30\|-0.25\|240.00\|244.99\|234.00\|43614;2026-06-12\|264.66\|9.68\|244.14\|272.49\|244.14\|99107;2026-06-15\|260.00\|-1.76\|263.99\|270.00\|256.04\|64051;2026-06-16\|264.00\|1.54\|264.00\|266.88\|257.00\|49454;2026-06-17\|276.77\|4.84\|263.99\|279.00\|261.30\|60010;2026-06-18\|281.00\|1.53\|276.77\|287.33\|272.48\|55494;2026-06-22\|286.98\|2.13\|278.06\|288.68\|274.96\|62000;2026-06-23\|272.24\|-5.14\|283.40\|285.98\|269.00\|60740;2026-06-24\|266.19\|-2.22\|272.09\|272.09\|261.80\|45202;2026-06-25\|275.89\|3.64\|265.10\|283.60\|261.66\|64486;2026-06-26\|258.88\|-6.17\|279.91\|280.50\|255.19\|53851;2026-06-29\|286.00\|10.48\|260.12\|288.49\|260.12\|84701;2026-06-30\|291.20\|1.82\|284.02\|303.39\|278.88\|74919;2026-07-01\|262.89\|-9.72\|289.74\|290.33\|248.68\|115573;2026-07-02\|255.71\|-2.73\|255.00\|272.99\|254.80\|63685;2026-07-03\|251.15\|-1.78\|255.80\|261.48\|251.00\|38374;2026-07-06\|265.80\|5.83\|251.00\|273.98\|250.01\|64263;2026-07-07\|262.20\|-1.35\|263.48\|270.00\|261.31\|27757;2026-07-08\|244.00\|-6.94\|263.22\|265.99\|243.85\|43025;2026-07-09\|249.01\|2.05\|246.10\|249.50\|239.00\|31706;2026-07-10\|217.31\|-12.73\|253.00\|253.00\|217.11\|9026624
117603	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂电负极材料+分红实施+产能扩张 1、据2026年6月27日公告，公司2025年度权益分派方案已确定，拟每10股转增4股派8元含税，股权登记日为2026年7月2日，除权除息日为7月3日。 2、据中信建投证券2026年6月2日研报，公司2026年一季度负极产品经营性单吨净利环比提升约800元至2900元，预计2026-2027年行业盈利向上弹性显著，公司出货有望达45/60万吨。 3、据2026年5月12日投资者关系活动记录，公司山西昔阳年产20万吨及马来西亚年产5万吨负极材料一体化项目正加速建设，现有产能持续满负荷运行。	国内负极材料领域主要厂商；公司表示现阶段可验证的固态电池负极材料存在继续使用石墨类负极材料的可能性，公司对固态电池适配负极材料以及负极材料其他新技术的发展方向	2026-03-03\|73.54\|-3.62\|76.28\|77.60\|73.31\|48503;2026-03-04\|72.88\|-0.90\|73.05\|73.66\|71.86\|37193;2026-03-05\|74.17\|1.77\|73.60\|74.85\|73.20\|25732;2026-03-06\|75.85\|2.27\|73.99\|76.15\|73.70\|21807;2026-03-09\|76.43\|0.76\|75.10\|77.40\|72.28\|43361;2026-03-10\|77.26\|1.09\|76.79\|78.24\|76.74\|28150;2026-03-11\|81.94\|6.06\|77.34\|82.26\|76.85\|92965;2026-03-12\|81.40\|-0.66\|82.31\|82.31\|79.56\|51374;2026-03-13\|86.66\|6.46\|84.50\|89.00\|83.50\|170267;2026-03-16\|84.65\|-2.32\|85.00\|86.48\|83.70\|93940;2026-03-17\|82.54\|-2.49\|85.70\|87.28\|82.49\|57184;2026-03-18\|80.51\|-2.46\|82.83\|83.50\|79.76\|47489;2026-03-19\|75.05\|-6.78\|79.68\|79.97\|73.60\|82900;2026-03-20\|78.44\|4.52\|75.35\|81.24\|73.44\|106262;2026-03-23\|76.03\|-3.07\|78.00\|80.38\|75.15\|86253;2026-03-24\|74.76\|-1.67\|77.12\|77.12\|72.80\|53483;2026-03-25\|75.60\|1.12\|75.18\|76.18\|73.66\|49903;2026-03-26\|78.14\|3.36\|75.50\|81.50\|74.58\|83613;2026-03-27\|79.99\|2.37\|77.46\|81.18\|76.18\|77755;2026-03-30\|76.25\|-4.68\|79.53\|79.80\|75.60\|54342;2026-03-31\|74.28\|-2.58\|75.65\|76.95\|73.21\|54836;2026-04-01\|74.60\|0.43\|75.23\|76.58\|74.01\|42529;2026-04-02\|73.36\|-1.66\|74.33\|74.48\|71.18\|62222;2026-04-03\|70.23\|-4.27\|73.53\|74.00\|70.06\|35523;2026-04-07\|71.01\|1.11\|70.68\|72.69\|70.21\|29628;2026-04-08\|72.83\|2.56\|72.38\|74.50\|71.82\|42175;2026-04-09\|73.10\|0.37\|72.11\|74.81\|70.99\|44972;2026-04-10\|74.38\|1.75\|73.90\|75.79\|73.28\|64024;2026-04-13\|71.62\|-3.71\|73.80\|74.60\|71.50\|79634;2026-04-14\|75.96\|6.06\|72.08\|75.99\|70.47\|94132;2026-04-15\|74.25\|-2.25\|75.97\|76.87\|73.87\|55049;2026-04-16\|74.73\|0.65\|74.79\|76.10\|73.61\|57049;2026-04-17\|74.67\|-0.08\|74.74\|76.20\|74.01\|43527;2026-04-20\|72.23\|-3.27\|74.63\|74.80\|71.39\|83561;2026-04-21\|73.99\|2.44\|72.23\|74.63\|70.82\|101608;2026-04-22\|74.18\|0.26\|75.01\|75.20\|73.10\|83164;2026-04-23\|74.98\|1.08\|74.26\|77.62\|72.30\|111176;2026-04-24\|77.24\|3.01\|74.97\|78.66\|74.74\|89426;2026-04-27\|78.38\|1.48\|77.76\|79.90\|77.75\|84599;2026-04-28\|80.18\|2.30\|75.00\|80.84\|74.86\|140792;2026-04-29\|84.32\|5.16\|80.00\|85.00\|79.19\|121888;2026-04-30\|85.65\|1.58\|84.00\|86.20\|83.22\|82664;2026-05-06\|86.90\|1.46\|85.68\|87.49\|84.01\|65727;2026-05-07\|82.66\|-4.88\|86.47\|86.47\|82.13\|71325;2026-05-08\|82.25\|-0.50\|82.65\|84.44\|82.03\|45072;2026-05-11\|80.32\|-2.35\|82.00\|83.11\|79.90\|60553;2026-05-12\|78.69\|-2.03\|80.45\|80.73\|76.68\|69798;2026-05-13\|77.95\|-0.94\|78.00\|80.06\|77.53\|48756;2026-05-14\|79.39\|1.85\|77.96\|81.21\|77.58\|77124;2026-05-15\|79.95\|0.71\|78.88\|81.71\|78.81\|58680;2026-05-18\|77.33\|-3.28\|77.00\|80.18\|74.80\|53131;2026-05-19\|80.09\|3.57\|77.13\|80.18\|76.38\|41390;2026-05-20\|87.38\|9.10\|80.17\|87.80\|78.51\|165184;2026-05-21\|89.37\|2.28\|87.99\|92.88\|86.15\|102481;2026-05-22\|88.82\|-0.62\|89.72\|91.30\|88.00\|73555;2026-05-25\|88.49\|-0.37\|88.81\|90.00\|87.00\|58628;2026-05-26\|90.28\|2.02\|88.60\|92.89\|87.33\|64840;2026-05-27\|93.53\|3.60\|89.54\|94.98\|89.54\|90789;2026-05-28\|92.66\|-0.93\|93.00\|93.69\|89.10\|46586;2026-05-29\|87.52\|-5.55\|92.74\|92.74\|86.19\|57065;2026-06-01\|91.98\|5.10\|86.94\|94.20\|86.94\|70367;2026-06-02\|95.67\|4.01\|92.00\|96.60\|90.47\|80275;2026-06-03\|97.42\|1.83\|95.31\|98.30\|93.31\|59513;2026-06-04\|91.15\|-6.44\|95.75\|96.75\|90.41\|44338;2026-06-05\|88.39\|-3.03\|91.01\|91.60\|87.73\|46792;2026-06-08\|88.66\|0.31\|85.00\|88.66\|82.10\|67069;2026-06-09\|90.00\|1.51\|88.12\|91.00\|85.51\|43752;2026-06-10\|87.70\|-2.56\|89.32\|94.47\|87.00\|42342;2026-06-11\|83.18\|-5.15\|86.70\|88.27\|83.00\|40653;2026-06-12\|89.45\|7.54\|83.50\|90.52\|82.20\|60054;2026-06-15\|92.11\|2.97\|89.34\|93.65\|89.16\|51325;2026-06-16\|94.13\|2.19\|93.77\|96.20\|91.00\|46787;2026-06-17\|92.80\|-1.41\|93.15\|94.50\|90.38\|36573;2026-06-18\|88.70\|-4.42\|92.89\|94.82\|87.51\|53191;2026-06-22\|93.38\|5.28\|89.35\|93.40\|86.71\|55725;2026-06-23\|93.29\|-0.10\|92.82\|95.00\|91.85\|51528;2026-06-24\|93.45\|0.17\|92.00\|94.78\|88.00\|48604;2026-06-25\|90.04\|-3.65\|92.79\|93.55\|89.51\|29183;2026-06-26\|85.67\|-4.85\|89.00\|89.68\|85.07\|33504;2026-06-29\|94.24\|10.00\|85.00\|94.24\|82.02\|69692;2026-06-30\|93.51\|-0.77\|94.98\|95.56\|91.55\|56707;2026-07-01\|91.60\|-2.04\|94.06\|94.20\|87.66\|50316;2026-07-02\|87.76\|-4.19\|90.08\|90.66\|87.27\|42780;2026-07-03\|61.19\|-1.61\|62.27\|63.20\|61.01\|53921;2026-07-06\|58.98\|-3.61\|60.86\|61.10\|58.08\|60113;2026-07-07\|58.95\|-0.05\|59.05\|63.50\|58.22\|52804;2026-07-08\|54.11\|-8.21\|58.81\|59.74\|54.00\|64599;2026-07-09\|52.74\|-2.53\|54.71\|56.98\|51.01\|61945;2026-07-10\|48.89\|-7.30\|52.12\|52.73\|48.29\|118694
117602	建滔积层板再度涨价	PCB+1.6T光模块+定增加码AI 1、据2026年6月12日定增募集说明书，公司拟募资9.5亿元用于年产60万平方米高多层、HDI电路板项目，重点拓展AI服务器、光模块等高附加值领域，目标成为AI领域核心供应商。 2、据2026年6月12日定增募集说明书及2026年4月9日可行性分析报告，公司已掌握Tenting工艺1.6T光模块板制造技术及RCC工艺800G光模块板制造技术，相关产品正处于各目标客户专项认证阶段。 3、据2026年3月31日年报及4月23日一季报，公司系内资PCB百强企业，主营高品质PCB，外销营收占比53.50%，2026年一季度实现营收5.74亿元，同比增长41.23%。	公司专注于印制电路板小、中、大批量板的制造，5G领域产品主要应用于路由器、交换机等；应用于新能源汽车的激光雷达产品已接入小批量量产订单	2026-03-03\|48.60\|-9.80\|53.35\|53.88\|48.01\|127166;2026-03-04\|49.08\|0.99\|48.20\|50.28\|48.00\|66104;2026-03-05\|48.55\|-1.08\|50.32\|50.98\|48.17\|79604;2026-03-06\|48.36\|-0.39\|48.00\|49.74\|46.81\|70979;2026-03-09\|47.00\|-2.81\|46.50\|47.19\|44.63\|77858;2026-03-10\|50.34\|7.11\|47.89\|50.50\|47.89\|87244;2026-03-11\|50.41\|0.14\|50.21\|51.24\|49.53\|71356;2026-03-12\|49.19\|-2.42\|49.73\|50.50\|48.23\|58758;2026-03-13\|49.61\|0.85\|48.49\|50.10\|48.25\|58749;2026-03-16\|50.70\|2.20\|48.72\|50.70\|46.91\|93014;2026-03-17\|46.40\|-8.48\|50.68\|50.68\|46.36\|88952;2026-03-18\|48.87\|5.32\|47.19\|49.10\|46.62\|69517;2026-03-19\|47.43\|-2.95\|48.35\|48.85\|47.10\|45461;2026-03-20\|45.54\|-3.98\|47.98\|48.60\|45.54\|54917;2026-03-23\|42.30\|-7.11\|44.46\|44.93\|41.92\|70387;2026-03-24\|44.01\|4.04\|43.60\|44.20\|42.20\|52514;2026-03-25\|45.25\|2.82\|44.68\|45.85\|44.50\|42105;2026-03-26\|44.43\|-1.81\|44.99\|45.95\|44.15\|31731;2026-03-27\|44.35\|-0.18\|43.92\|45.13\|43.41\|30364;2026-03-30\|44.30\|-0.11\|43.90\|44.38\|42.93\|29076;2026-03-31\|39.80\|-10.16\|41.60\|41.68\|39.71\|91646;2026-04-01\|40.33\|1.33\|40.83\|41.08\|40.10\|62572;2026-04-02\|38.42\|-4.74\|39.90\|40.02\|38.05\|59425;2026-04-03\|37.86\|-1.46\|38.71\|38.93\|37.81\|28238;2026-04-07\|37.97\|0.29\|38.20\|38.78\|37.70\|32064;2026-04-08\|41.14\|8.35\|39.21\|41.27\|39.10\|52079;2026-04-09\|40.71\|-1.05\|40.49\|41.06\|40.12\|36860;2026-04-10\|41.01\|0.74\|40.96\|41.88\|40.72\|37387;2026-04-13\|42.09\|2.63\|40.53\|42.28\|40.49\|41464;2026-04-14\|43.71\|3.85\|42.44\|44.59\|42.44\|58579;2026-04-15\|42.33\|-3.16\|43.81\|44.07\|41.98\|47616;2026-04-16\|43.13\|1.89\|42.41\|43.56\|42.01\|43996;2026-04-17\|44.07\|2.18\|42.70\|44.39\|42.57\|45611;2026-04-20\|43.63\|-1.00\|44.16\|44.43\|43.31\|44985;2026-04-21\|44.10\|1.08\|43.62\|44.40\|43.20\|41489;2026-04-22\|45.33\|2.79\|43.89\|45.36\|43.75\|56755;2026-04-23\|47.53\|4.85\|44.72\|47.80\|44.72\|134190;2026-04-24\|46.75\|-1.64\|46.99\|47.60\|45.49\|84729;2026-04-27\|47.65\|1.93\|46.67\|50.29\|46.23\|90673;2026-04-28\|45.36\|-4.81\|47.30\|47.50\|45.03\|64522;2026-04-29\|45.80\|0.97\|44.80\|46.29\|44.60\|46327;2026-04-30\|45.57\|-0.20\|45.71\|46.38\|44.15\|54364;2026-05-06\|46.46\|1.95\|45.94\|47.74\|45.54\|75667;2026-05-07\|47.41\|2.04\|46.48\|47.66\|45.80\|69419;2026-05-08\|50.64\|6.81\|46.55\|51.10\|46.03\|149312;2026-05-11\|54.98\|8.57\|50.64\|57.80\|50.26\|216441;2026-05-12\|51.45\|-6.42\|54.01\|54.90\|50.56\|169149;2026-05-13\|52.06\|1.19\|52.75\|56.80\|51.53\|208793;2026-05-14\|52.97\|1.75\|52.21\|54.47\|51.00\|184244;2026-05-15\|51.70\|-2.40\|52.89\|54.65\|51.01\|144040;2026-05-18\|52.50\|1.55\|51.70\|52.88\|50.60\|109091;2026-05-19\|52.19\|-0.59\|52.01\|52.58\|50.38\|95519;2026-05-20\|50.68\|-2.89\|50.89\|51.56\|50.20\|88882;2026-05-21\|47.91\|-5.47\|50.81\|51.96\|47.50\|100275;2026-05-22\|52.01\|8.56\|49.01\|52.30\|49.01\|131310;2026-05-25\|54.28\|4.36\|51.89\|54.68\|51.89\|129867;2026-05-26\|55.14\|1.58\|54.90\|55.80\|53.77\|127848;2026-05-27\|52.99\|-3.90\|55.00\|55.50\|52.41\|93441;2026-05-28\|55.74\|5.19\|52.27\|55.98\|51.91\|131111;2026-05-29\|53.29\|-4.40\|56.05\|56.88\|52.80\|153727;2026-06-01\|51.07\|-4.17\|53.35\|54.50\|50.40\|94386;2026-06-02\|51.07\|0.00\|50.70\|52.16\|49.37\|72209;2026-06-03\|49.79\|-2.51\|51.00\|51.72\|48.70\|96566;2026-06-04\|51.49\|3.41\|48.84\|51.64\|48.55\|81585;2026-06-05\|50.75\|-1.44\|50.06\|52.72\|48.08\|108767;2026-06-08\|50.06\|-1.36\|48.09\|51.42\|47.01\|90950;2026-06-09\|51.72\|3.32\|50.56\|52.22\|49.91\|86042;2026-06-10\|49.32\|-4.64\|50.74\|51.43\|48.35\|63884;2026-06-11\|52.76\|6.97\|49.01\|52.98\|48.21\|103607;2026-06-12\|52.25\|-0.97\|52.83\|55.19\|51.88\|119323;2026-06-15\|58.97\|12.86\|53.60\|60.75\|53.54\|167929;2026-06-16\|59.58\|1.03\|58.98\|59.88\|58.00\|121475;2026-06-17\|60.02\|0.74\|58.90\|61.67\|58.49\|133527;2026-06-18\|62.28\|3.77\|59.50\|62.82\|59.08\|133086;2026-06-22\|59.72\|-4.11\|62.95\|63.30\|58.45\|131144;2026-06-23\|57.37\|-3.94\|59.65\|59.65\|56.51\|89756;2026-06-24\|60.96\|6.26\|57.30\|63.36\|56.88\|113510;2026-06-25\|59.55\|-2.31\|60.97\|61.33\|59.33\|79765;2026-06-26\|56.35\|-5.37\|58.74\|60.05\|56.25\|81424;2026-06-29\|62.03\|10.08\|57.00\|65.27\|56.11\|177809;2026-06-30\|69.24\|11.62\|61.45\|72.25\|60.56\|173198;2026-07-01\|83.09\|20.00\|68.50\|83.09\|67.68\|215301;2026-07-02\|72.59\|-12.64\|78.01\|79.09\|72.09\|190200;2026-07-03\|68.26\|-5.96\|74.44\|74.44\|68.01\|149522;2026-07-06\|65.35\|-4.26\|69.63\|69.92\|62.83\|119573;2026-07-07\|60.90\|-6.81\|64.81\|65.11\|59.90\|88077;2026-07-08\|57.71\|-5.24\|61.60\|61.89\|57.60\|78458;2026-07-09\|59.24\|2.65\|59.52\|59.58\|55.77\|82631;2026-07-10\|55.52\|-6.28\|59.49\|60.98\|55.31\|107526
117601	英伟达Rubin成全球首个100%液冷AI计算平台	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-03-03\|155.55\|-5.98\|166.56\|168.80\|155.17\|67960;2026-03-04\|154.50\|-0.68\|154.90\|157.38\|153.54\|39047;2026-03-05\|155.60\|0.71\|158.00\|158.95\|154.72\|37335;2026-03-06\|154.00\|-1.03\|154.91\|156.51\|153.03\|31362;2026-03-09\|150.36\|-2.36\|148.00\|152.00\|141.00\|63750;2026-03-10\|156.24\|3.91\|153.88\|156.68\|152.51\|48157;2026-03-11\|155.00\|-0.79\|157.00\|159.00\|154.68\|43842;2026-03-12\|150.64\|-2.81\|154.51\|155.70\|148.77\|38676;2026-03-13\|145.93\|-3.13\|150.39\|151.88\|145.02\|38474;2026-03-16\|155.79\|6.76\|146.27\|160.52\|143.98\|98252;2026-03-17\|155.28\|-0.33\|158.91\|166.50\|155.16\|89431;2026-03-18\|155.38\|0.06\|156.11\|157.99\|152.02\|46719;2026-03-19\|149.83\|-3.57\|154.00\|157.00\|149.00\|47112;2026-03-20\|148.53\|-0.87\|151.67\|154.60\|147.00\|50263;2026-03-23\|133.80\|-9.92\|143.30\|145.00\|133.68\|79058;2026-03-24\|142.11\|6.21\|137.76\|142.33\|133.66\|78161;2026-03-25\|142.46\|0.25\|144.95\|145.25\|141.50\|47022;2026-03-26\|140.34\|-1.49\|141.85\|143.85\|139.73\|34736;2026-03-27\|140.40\|0.04\|137.16\|141.19\|134.87\|37191;2026-03-30\|140.31\|-0.06\|138.39\|144.69\|137.84\|40788;2026-03-31\|138.41\|-1.35\|140.30\|141.17\|135.67\|37204;2026-04-01\|139.10\|0.50\|141.83\|142.56\|138.74\|39079;2026-04-02\|132.89\|-4.46\|138.31\|138.94\|132.15\|52308;2026-04-03\|129.86\|-2.28\|135.00\|135.00\|127.96\|51094;2026-04-07\|128.80\|-0.82\|129.86\|132.35\|126.26\|52547;2026-04-08\|141.68\|10.00\|133.36\|141.68\|131.00\|61091;2026-04-09\|148.23\|4.62\|141.99\|152.00\|141.67\|97950;2026-04-10\|148.66\|0.29\|149.70\|154.00\|145.87\|76039;2026-04-13\|144.46\|-2.83\|148.00\|150.82\|143.30\|63419;2026-04-14\|146.25\|1.24\|145.73\|147.46\|143.33\|54723;2026-04-15\|143.33\|-2.00\|146.00\|150.71\|142.30\|60790;2026-04-16\|142.91\|-0.29\|143.82\|144.86\|141.38\|50587;2026-04-17\|147.30\|3.07\|142.00\|148.55\|141.00\|73179;2026-04-20\|149.55\|1.53\|146.00\|151.80\|144.68\|59221;2026-04-21\|147.00\|-1.71\|147.83\|149.50\|142.08\|56558;2026-04-22\|148.89\|1.29\|147.35\|149.50\|145.02\|46554;2026-04-23\|145.40\|-2.34\|148.67\|150.46\|143.22\|53531;2026-04-24\|146.06\|0.45\|144.01\|154.69\|144.01\|98018;2026-04-27\|146.21\|0.10\|148.63\|150.90\|144.54\|73257;2026-04-28\|143.68\|-1.73\|138.35\|148.78\|138.35\|74283;2026-04-29\|158.05\|10.00\|145.37\|158.05\|145.37\|57256;2026-04-30\|142.25\|-10.00\|161.20\|167.48\|142.25\|144636;2026-05-06\|134.00\|-5.80\|140.00\|144.84\|133.20\|168580;2026-05-07\|143.00\|6.72\|136.00\|143.85\|132.30\|155556;2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245
117600	英伟达Rubin成全球首个100%液冷AI计算平台	液冷泵+六张网建设+智慧水务 1、据2026年5月11日互动易，公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品，系公司在流体控制领域的技术延伸。 2、据2026年6月17日互动易，公司核心服务于国家“六张网”中的水网、城市地下管网，提供从源头到龙头的智慧水务整体解决方案，覆盖城乡供水一体化等环节，其水泵、智慧泵房、管网漏损控制系统可直接服务老旧管网改造与二次供水设施升级。 3、据2025年年度报告，公司主营基于工业互联网的智慧水务综合解决方案，构建了“智能硬件+专业软件+水务平台+行业物联网+全面服务”的一体化业务体系。	1、公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品； 2、公司联合研发的工业四足机器人巡检方案已亮相中国城镇供水排水协会年会，搭载自研水务检测装置，可监测跑冒滴漏、有毒有害气体等九类场景，并已在绥滨县北山水厂项目实现数字孪生及大屏数字人智能体落地	2026-03-03\|6.01\|-4.75\|6.32\|6.37\|6.00\|199260;2026-03-04\|5.95\|-1.00\|5.95\|6.01\|5.87\|155263;2026-03-05\|6.15\|3.36\|6.03\|6.21\|6.03\|173892;2026-03-06\|6.28\|2.11\|6.12\|6.28\|6.11\|103074;2026-03-09\|6.24\|-0.64\|6.22\|6.27\|6.12\|92122;2026-03-10\|6.30\|0.96\|6.30\|6.33\|6.26\|74186;2026-03-11\|6.22\|-1.27\|6.32\|6.34\|6.21\|88816;2026-03-12\|6.13\|-1.45\|6.22\|6.24\|6.10\|76860;2026-03-13\|6.12\|-0.16\|6.10\|6.21\|6.06\|78403;2026-03-16\|6.14\|0.33\|6.10\|6.17\|6.08\|61777;2026-03-17\|5.99\|-2.44\|6.10\|6.15\|5.98\|76542;2026-03-18\|6.11\|2.00\|5.99\|6.12\|5.95\|66280;2026-03-19\|5.97\|-2.29\|6.05\|6.10\|5.94\|76292;2026-03-20\|5.75\|-3.69\|5.95\|6.03\|5.70\|121166;2026-03-23\|5.38\|-6.43\|5.60\|5.66\|5.31\|138482;2026-03-24\|5.70\|5.95\|5.50\|5.71\|5.42\|136121;2026-03-25\|5.83\|2.28\|5.71\|5.85\|5.69\|72927;2026-03-26\|5.69\|-2.40\|5.83\|5.88\|5.66\|70259;2026-03-27\|5.75\|1.05\|5.65\|5.78\|5.62\|58433;2026-03-30\|5.84\|1.57\|5.71\|5.84\|5.69\|71278;2026-03-31\|5.78\|-1.03\|5.84\|5.93\|5.76\|61963;2026-04-01\|5.76\|-0.35\|5.82\|5.86\|5.72\|52370;2026-04-02\|5.66\|-1.74\|5.76\|5.76\|5.62\|54962;2026-04-03\|5.53\|-2.30\|5.66\|5.70\|5.50\|65814;2026-04-07\|5.62\|1.63\|5.51\|5.64\|5.50\|57862;2026-04-08\|5.82\|3.56\|5.71\|5.83\|5.71\|69790;2026-04-09\|5.68\|-2.41\|5.81\|5.85\|5.67\|77794;2026-04-10\|5.68\|0.00\|5.69\|5.81\|5.68\|67210;2026-04-13\|5.67\|-0.18\|5.68\|5.68\|5.61\|51410;2026-04-14\|5.70\|0.53\|5.70\|5.76\|5.63\|60190;2026-04-15\|5.64\|-1.05\|5.73\|5.75\|5.61\|61681;2026-04-16\|5.76\|2.13\|5.62\|5.78\|5.60\|71467;2026-04-17\|5.71\|-0.87\|5.71\|5.76\|5.63\|65036;2026-04-20\|5.74\|0.53\|5.67\|5.78\|5.64\|53501;2026-04-21\|5.66\|-1.39\|5.75\|5.76\|5.63\|54307;2026-04-22\|5.64\|-0.35\|5.68\|5.68\|5.56\|52058;2026-04-23\|5.59\|-0.89\|5.63\|5.64\|5.55\|51807;2026-04-24\|5.55\|-0.72\|5.52\|5.61\|5.35\|109286;2026-04-27\|5.75\|3.60\|5.58\|5.79\|5.45\|115770;2026-04-28\|5.68\|-1.22\|5.71\|5.80\|5.64\|65713;2026-04-29\|5.87\|3.35\|5.67\|5.94\|5.67\|107569;2026-04-30\|5.90\|0.51\|5.85\|5.92\|5.82\|73258;2026-05-06\|5.90\|0.00\|5.93\|5.96\|5.85\|76683;2026-05-07\|5.91\|0.17\|5.90\|5.96\|5.86\|64432;2026-05-08\|5.94\|0.51\|5.90\|5.96\|5.87\|61626;2026-05-11\|6.00\|1.01\|5.93\|6.00\|5.91\|85588;2026-05-12\|5.83\|-2.83\|5.96\|5.98\|5.81\|79946;2026-05-13\|5.89\|1.03\|5.83\|5.92\|5.80\|73490;2026-05-14\|5.77\|-2.04\|5.88\|5.91\|5.75\|65837;2026-05-15\|5.80\|0.52\|5.76\|5.92\|5.75\|97290;2026-05-18\|5.85\|0.86\|5.81\|5.86\|5.65\|115791;2026-05-19\|6.20\|5.98\|5.85\|6.33\|5.82\|324189;2026-05-20\|6.34\|2.26\|6.21\|6.38\|6.15\|331055;2026-05-21\|5.90\|-6.94\|6.34\|6.34\|5.88\|288721;2026-05-22\|5.94\|0.68\|5.89\|5.98\|5.81\|175646;2026-05-25\|6.53\|9.93\|5.94\|6.53\|5.94\|396477;2026-05-26\|6.31\|-3.37\|6.58\|6.58\|6.21\|365065;2026-05-27\|6.08\|-3.65\|6.27\|6.33\|6.01\|298559;2026-05-28\|5.59\|-8.06\|6.13\|6.23\|5.47\|501611;2026-05-29\|5.69\|1.79\|5.53\|6.13\|5.53\|357636;2026-06-01\|5.61\|-1.41\|5.64\|5.72\|5.40\|191502;2026-06-02\|5.29\|-5.70\|5.60\|5.67\|5.29\|231285;2026-06-03\|5.19\|-1.89\|5.30\|5.34\|5.11\|148354;2026-06-04\|5.19\|0.00\|5.18\|5.32\|5.10\|124745;2026-06-05\|5.22\|0.58\|5.15\|5.30\|5.01\|152868;2026-06-08\|4.98\|-4.60\|5.08\|5.16\|4.91\|143321;2026-06-09\|4.82\|-3.21\|5.06\|5.07\|4.76\|202386;2026-06-10\|4.67\|-3.11\|4.75\|4.86\|4.60\|234009;2026-06-11\|4.58\|-1.93\|4.71\|4.84\|4.52\|200857;2026-06-12\|4.59\|0.22\|4.63\|4.66\|4.50\|134873;2026-06-15\|4.68\|1.96\|4.65\|4.78\|4.56\|195976;2026-06-16\|4.70\|0.43\|4.65\|4.73\|4.51\|157324;2026-06-17\|4.53\|-3.62\|4.67\|4.71\|4.50\|151009;2026-06-18\|4.98\|9.93\|4.52\|4.98\|4.50\|224743;2026-06-22\|5.17\|3.82\|4.98\|5.29\|4.84\|458111;2026-06-23\|4.96\|-4.06\|5.17\|5.18\|4.94\|238847;2026-06-24\|4.82\|-2.82\|5.00\|5.10\|4.73\|205404;2026-06-25\|5.30\|9.96\|4.82\|5.30\|4.80\|219606;2026-06-26\|5.83\|10.00\|5.83\|5.83\|5.83\|80857;2026-06-29\|6.41\|9.95\|6.13\|6.41\|5.56\|707482;2026-06-30\|6.30\|-1.72\|6.39\|6.88\|6.20\|894286;2026-07-01\|6.17\|-2.06\|6.07\|6.45\|5.98\|520266;2026-07-02\|5.88\|-4.70\|6.01\|6.31\|5.84\|387707;2026-07-03\|6.20\|5.44\|5.87\|6.47\|5.87\|678241;2026-07-06\|6.02\|-2.90\|6.17\|6.25\|5.95\|451331;2026-07-07\|5.78\|-3.99\|5.94\|6.05\|5.74\|266614;2026-07-08\|5.76\|-0.35\|5.84\|5.88\|5.61\|238256;2026-07-09\|5.85\|1.56\|5.72\|6.05\|5.64\|222507;2026-07-10\|5.95\|1.71\|5.85\|6.11\|5.76\|266484
117599	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-03-17\|43.08\|1.08\|45.00\|45.15\|40.67\|302821;2026-03-18\|44.61\|3.55\|42.36\|45.83\|42.36\|185798;2026-03-19\|40.75\|-8.65\|43.04\|43.48\|40.38\|154810;2026-03-20\|39.33\|-3.48\|41.45\|41.59\|39.22\|120078;2026-03-23\|38.39\|-2.39\|37.76\|39.97\|37.76\|117967;2026-03-24\|41.24\|7.42\|39.50\|41.36\|38.00\|117493;2026-03-25\|44.18\|7.13\|42.07\|44.73\|41.11\|122675;2026-03-26\|39.76\|-10.00\|44.18\|44.18\|39.76\|150494;2026-03-27\|39.84\|0.20\|38.54\|40.86\|38.13\|114737;2026-03-30\|42.00\|5.42\|38.81\|42.35\|38.21\|116604;2026-03-31\|39.76\|-5.33\|41.99\|41.99\|39.26\|98188;2026-04-01\|40.40\|1.61\|40.72\|41.81\|40.22\|59808;2026-04-02\|39.80\|-1.49\|41.22\|41.22\|39.40\|48419;2026-04-03\|40.00\|0.50\|39.87\|40.96\|39.61\|36139;2026-04-07\|39.60\|-1.00\|40.00\|41.26\|39.37\|36781;2026-04-08\|42.47\|7.25\|40.50\|42.60\|40.30\|64852;2026-04-09\|42.90\|1.01\|41.90\|43.70\|41.40\|87552;2026-04-10\|42.62\|-0.65\|43.22\|44.22\|42.57\|95515;2026-04-13\|42.72\|0.23\|42.21\|44.11\|42.21\|55482;2026-04-14\|42.80\|0.19\|42.93\|43.79\|41.78\|74854;2026-04-15\|42.12\|-1.59\|43.34\|43.98\|41.90\|80440;2026-04-16\|46.33\|10.00\|42.12\|46.33\|42.12\|160315;2026-04-17\|50.22\|8.40\|48.65\|50.90\|47.47\|261667;2026-04-20\|48.97\|-2.49\|50.73\|50.98\|48.40\|135755;2026-04-21\|46.69\|-4.66\|48.39\|48.39\|46.03\|156199;2026-04-22\|47.26\|1.22\|46.80\|47.71\|46.15\|87357;2026-04-23\|45.58\|-3.55\|47.26\|47.45\|44.90\|91971;2026-04-24\|45.98\|0.88\|44.84\|46.78\|44.72\|91688;2026-04-27\|47.39\|3.07\|46.80\|48.49\|46.26\|137935;2026-04-28\|48.85\|3.08\|47.41\|50.13\|46.50\|157696;2026-04-29\|49.50\|1.33\|48.11\|50.16\|48.00\|108795;2026-04-30\|51.00\|3.03\|49.30\|51.09\|48.35\|102762;2026-05-06\|49.93\|-2.10\|50.21\|51.79\|49.50\|138962;2026-05-07\|50.28\|0.70\|49.93\|51.69\|49.66\|113664;2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691
117598	SK海力士尝试“以钼代钨”	金属铟+黄金概念+铅锌+一季报增长行业原因：据每日经济新闻6月22日报道，美伊在瑞士举行的第一轮谈判结束，地缘局势出现缓和曙光，市场避险情绪降温，令前期受地缘冲突压制的金价探底回升，COMEX黄金期货收复4200美元关口。公司原因： 1、据2026年5月18日互动易，金属铟是公司综合回收产品之一，2025年铟金属产量5吨，销售了部分铟金属产品，毛利率处于30-40%之间。 2、据2026年4月24日年报，黄金、白银价格持续走高，公司综合回收金、银等贵金属，盈利效果显现。 3、据2026年4月24日年报，公司主要业务为有色金属锌、铜冶炼及深加工产品，在国内同行业具有重要地位，2025年完成锌产量27.02万吨。 4、据2026年4月24日公告，公司2026年一季度实现归母净利润7371.44万元，同比增长158.81%。	公司主要生产锌、铅及深加工产品，拥有铟年产能60吨	2026-03-03\|6.95\|-9.51\|7.38\|7.47\|6.95\|2469680;2026-03-04\|6.98\|0.43\|6.58\|7.10\|6.58\|1388406;2026-03-05\|6.72\|-3.72\|7.10\|7.14\|6.65\|1365035;2026-03-06\|6.66\|-0.89\|6.64\|6.81\|6.48\|905243;2026-03-09\|6.54\|-1.80\|6.54\|6.66\|6.29\|977172;2026-03-10\|6.51\|-0.46\|6.61\|6.66\|6.48\|674374;2026-03-11\|6.39\|-1.84\|6.51\|6.56\|6.35\|712005;2026-03-12\|6.41\|0.31\|6.35\|6.55\|6.30\|894983;2026-03-13\|6.05\|-5.62\|6.36\|6.37\|6.01\|981236;2026-03-16\|5.94\|-1.82\|6.00\|6.07\|5.78\|757798;2026-03-17\|5.96\|0.34\|5.96\|6.33\|5.95\|966898;2026-03-18\|5.89\|-1.17\|5.95\|5.97\|5.78\|538683;2026-03-19\|5.52\|-6.28\|5.73\|5.79\|5.48\|648169;2026-03-20\|5.35\|-3.08\|5.58\|5.64\|5.35\|516127;2026-03-23\|4.98\|-6.92\|5.25\|5.29\|4.92\|776746;2026-03-24\|5.27\|5.82\|5.18\|5.28\|5.02\|732955;2026-03-25\|5.35\|1.52\|5.47\|5.49\|5.29\|672166;2026-03-26\|5.21\|-2.62\|5.34\|5.37\|5.18\|457615;2026-03-27\|5.33\|2.30\|5.13\|5.36\|5.11\|485108;2026-03-30\|5.42\|1.69\|5.31\|5.45\|5.28\|527876;2026-03-31\|5.27\|-2.77\|5.40\|5.48\|5.27\|464021;2026-04-01\|5.34\|1.33\|5.40\|5.44\|5.29\|327667;2026-04-02\|5.20\|-2.62\|5.35\|5.36\|5.15\|350313;2026-04-03\|5.12\|-1.54\|5.21\|5.24\|5.06\|324266;2026-04-07\|5.22\|1.95\|5.13\|5.24\|5.07\|285649;2026-04-08\|5.51\|5.56\|5.40\|5.51\|5.32\|558012;2026-04-09\|5.38\|-2.36\|5.45\|5.45\|5.33\|369753;2026-04-10\|5.30\|-1.49\|5.44\|5.46\|5.30\|361712;2026-04-13\|5.35\|0.94\|5.28\|5.36\|5.26\|264715;2026-04-14\|5.42\|1.31\|5.41\|5.57\|5.36\|398225;2026-04-15\|5.28\|-2.58\|5.48\|5.52\|5.26\|450102;2026-04-16\|5.48\|3.79\|5.29\|5.49\|5.29\|575759;2026-04-17\|5.77\|5.29\|5.63\|6.03\|5.63\|1749170;2026-04-20\|5.89\|2.08\|6.10\|6.12\|5.84\|1384698;2026-04-21\|5.75\|-2.38\|5.90\|5.95\|5.66\|790115;2026-04-22\|6.33\|10.09\|5.88\|6.33\|5.78\|1389965;2026-04-23\|6.74\|6.48\|6.40\|6.84\|6.20\|3192783;2026-04-24\|6.54\|-2.97\|6.30\|6.70\|6.23\|1972580;2026-04-27\|6.24\|-4.59\|6.44\|6.54\|6.16\|1396160;2026-04-28\|5.93\|-4.97\|6.24\|6.24\|5.89\|1215183;2026-04-29\|6.11\|3.04\|5.81\|6.19\|5.78\|1028341;2026-04-30\|6.11\|0.00\|6.03\|6.21\|5.96\|764652;2026-05-06\|6.35\|3.93\|6.13\|6.35\|6.00\|1324825;2026-05-07\|6.34\|-0.16\|6.35\|6.42\|6.18\|1148216;2026-05-08\|6.45\|1.74\|6.29\|6.54\|6.23\|1399608;2026-05-11\|6.45\|0.00\|6.44\|6.60\|6.37\|1327164;2026-05-12\|6.31\|-2.17\|6.52\|6.56\|6.28\|883770;2026-05-13\|6.35\|0.63\|6.30\|6.65\|6.30\|1027750;2026-05-14\|6.15\|-3.15\|6.31\|6.47\|6.15\|862455;2026-05-15\|5.82\|-5.37\|6.09\|6.10\|5.77\|898470;2026-05-18\|5.81\|-0.17\|5.74\|5.85\|5.63\|475644;2026-05-19\|5.59\|-3.79\|5.77\|5.78\|5.48\|635942;2026-05-20\|5.48\|-1.97\|5.53\|5.55\|5.33\|492954;2026-05-21\|5.24\|-4.38\|5.56\|5.69\|5.23\|672242;2026-05-22\|5.51\|5.15\|5.35\|5.59\|5.23\|645868;2026-05-25\|5.46\|-0.91\|5.54\|5.63\|5.41\|440048;2026-05-26\|5.54\|1.47\|5.41\|5.58\|5.28\|632116;2026-05-27\|5.24\|-5.42\|5.50\|5.58\|5.21\|586753;2026-05-28\|5.32\|1.53\|5.21\|5.36\|5.08\|556237;2026-05-29\|5.18\|-2.63\|5.33\|5.48\|5.15\|494318;2026-06-01\|5.21\|0.77\|5.15\|5.32\|5.11\|387816;2026-06-02\|5.39\|3.45\|5.23\|5.40\|5.18\|594995;2026-06-03\|5.53\|2.60\|5.38\|5.61\|5.31\|809609;2026-06-04\|5.15\|-6.87\|5.45\|5.46\|5.12\|869782;2026-06-05\|5.03\|-2.33\|5.08\|5.17\|4.98\|509327;2026-06-08\|4.57\|-9.15\|4.84\|4.89\|4.55\|770453;2026-06-09\|4.64\|1.53\|4.66\|4.67\|4.49\|427071;2026-06-10\|4.56\|-1.72\|4.58\|4.60\|4.44\|455819;2026-06-11\|4.63\|1.54\|4.50\|4.70\|4.48\|468034;2026-06-12\|5.09\|9.94\|4.80\|5.09\|4.74\|836209;2026-06-15\|5.39\|5.89\|5.20\|5.39\|5.12\|1466211;2026-06-16\|5.26\|-2.41\|5.30\|5.32\|5.21\|905439;2026-06-17\|5.11\|-2.85\|5.23\|5.28\|5.07\|650831;2026-06-18\|5.15\|0.78\|5.08\|5.34\|5.03\|750936;2026-06-22\|5.67\|10.10\|5.67\|5.67\|5.67\|327731;2026-06-23\|6.03\|6.35\|6.24\|6.24\|5.89\|3170059;2026-06-24\|6.16\|2.16\|5.74\|6.28\|5.48\|3168194;2026-06-25\|5.98\|-2.92\|5.93\|6.34\|5.90\|2211563;2026-06-26\|5.65\|-5.52\|5.98\|6.11\|5.60\|1588107;2026-06-29\|6.22\|10.09\|5.76\|6.22\|5.74\|1539611;2026-06-30\|6.12\|-1.61\|6.22\|6.25\|5.96\|1997950;2026-07-01\|6.20\|1.31\|6.09\|6.43\|6.05\|1901024;2026-07-02\|5.85\|-5.65\|6.07\|6.10\|5.82\|1378159;2026-07-03\|5.63\|-3.76\|5.97\|6.19\|5.61\|1314368;2026-07-06\|5.28\|-6.22\|5.53\|5.80\|5.25\|1196081;2026-07-07\|5.06\|-4.17\|5.16\|5.34\|5.01\|749937;2026-07-08\|4.84\|-4.35\|5.03\|5.05\|4.83\|619963;2026-07-09\|4.92\|1.65\|4.84\|4.95\|4.64\|671854;2026-07-10\|4.84\|-1.63\|4.93\|5.00\|4.84\|699985
117597	SK海力士尝试“以钼代钨”	黄金+稀散金属+江西铜业+国企行业原因： 1、据上海证券报1月28日报道，特朗普表示对美元下跌不感到担心，美元指数跌穿四年新低，金价应声突破5200美元/盎司再创纪录。 2、证券时报1月21日指出，全球地缘风险升温叠加央行持续购金，美元信用弱化主线强化，有机构上调金价预期至7100美元。公司原因： 1、据2026年1月28日人民财讯，现货黄金站上5200美元/盎司，贵金属板块延续强势，恒邦股份涨停。 2、据2025年11月13日机构调研，公司具备年产黄金98.33吨、白银1000吨、电解铜25万吨、硫酸130万吨能力，2025年前三季度营收764.44亿元、归母净利5.62亿元，黄金冶炼为核心盈利业务。 3、据2025年11月7日互动易，公司生产锑、铋、碲、砷、硒等稀散金属，2025年上半年相关营收4.47亿元，毛利率47.82%，显著高于整体水平，金属价格上涨直接增厚利润。 4、据公司公告，控股股东为江西铜业股份有限公司，最终控制人为江西省国有资产监督管理委员会。	中国黄金销售收入十大企业，中国黄金十大冶炼企业第一名	2026-03-03\|18.68\|-8.83\|19.68\|20.16\|18.66\|1041375;2026-03-04\|18.30\|-2.03\|18.20\|18.93\|17.85\|628013;2026-03-05\|17.90\|-2.19\|18.53\|18.55\|17.68\|474927;2026-03-06\|17.67\|-1.28\|17.58\|17.94\|17.40\|343809;2026-03-09\|17.66\|-0.06\|17.30\|17.86\|17.06\|402541;2026-03-10\|17.65\|-0.06\|17.83\|17.93\|17.56\|303945;2026-03-11\|17.53\|-0.68\|17.82\|17.94\|17.45\|255491;2026-03-12\|17.32\|-1.20\|17.42\|17.58\|17.16\|242020;2026-03-13\|16.79\|-3.06\|17.22\|17.42\|16.70\|303534;2026-03-16\|16.24\|-3.28\|16.55\|16.58\|15.87\|435757;2026-03-17\|16.16\|-0.49\|16.18\|16.51\|16.14\|255368;2026-03-18\|16.11\|-0.31\|16.12\|16.18\|15.91\|201114;2026-03-19\|15.29\|-5.09\|15.78\|15.86\|15.19\|366672;2026-03-20\|14.96\|-2.16\|15.36\|15.50\|14.96\|337854;2026-03-23\|13.72\|-8.29\|14.31\|14.50\|13.56\|547670;2026-03-24\|14.31\|4.30\|14.10\|14.35\|13.73\|378543;2026-03-25\|14.51\|1.40\|14.69\|14.93\|14.42\|483318;2026-03-26\|14.11\|-2.76\|14.50\|14.59\|14.04\|280252;2026-03-27\|14.65\|3.83\|13.98\|14.67\|13.88\|344323;2026-03-30\|14.99\|2.32\|14.50\|15.02\|14.48\|297218;2026-03-31\|14.90\|-0.60\|15.15\|15.32\|14.81\|287521;2026-04-01\|15.16\|1.75\|15.27\|15.34\|14.98\|217360;2026-04-02\|14.75\|-2.70\|15.00\|15.00\|14.55\|203459;2026-04-03\|14.43\|-2.17\|14.77\|14.85\|14.40\|181909;2026-04-07\|14.66\|1.59\|14.48\|14.70\|14.46\|164504;2026-04-08\|15.61\|6.48\|15.19\|15.67\|15.15\|460829;2026-04-09\|15.14\|-3.01\|15.20\|15.32\|15.08\|269030;2026-04-10\|15.08\|-0.40\|15.44\|15.45\|15.08\|204449;2026-04-13\|15.01\|-0.46\|14.91\|15.09\|14.88\|169416;2026-04-14\|15.04\|0.20\|15.19\|15.28\|14.87\|190104;2026-04-15\|15.01\|-0.20\|15.29\|15.40\|14.96\|288686;2026-04-16\|16.51\|9.99\|15.25\|16.51\|15.10\|585171;2026-04-17\|16.82\|1.88\|16.51\|17.39\|16.49\|971949;2026-04-20\|16.91\|0.54\|16.76\|17.15\|16.65\|440215;2026-04-21\|17.25\|2.01\|16.92\|17.32\|16.74\|419726;2026-04-22\|18.48\|7.13\|17.10\|18.74\|17.05\|849632;2026-04-23\|17.13\|-7.31\|18.18\|18.30\|17.06\|553142;2026-04-24\|17.32\|1.11\|17.28\|17.45\|16.66\|402579;2026-04-27\|16.47\|-4.91\|16.20\|16.59\|15.85\|616679;2026-04-28\|15.91\|-3.40\|16.34\|16.39\|15.79\|283016;2026-04-29\|16.96\|6.60\|15.86\|17.35\|15.74\|449559;2026-04-30\|16.61\|-2.06\|16.82\|16.95\|16.37\|285627;2026-05-06\|17.05\|2.65\|16.80\|17.12\|16.67\|299577;2026-05-07\|17.07\|0.12\|17.20\|17.52\|16.85\|327479;2026-05-08\|17.14\|0.41\|16.95\|17.50\|16.87\|342323;2026-05-11\|16.98\|-0.93\|17.10\|17.19\|16.76\|328981;2026-05-12\|16.66\|-1.88\|17.27\|17.34\|16.66\|280155;2026-05-13\|16.69\|0.18\|16.80\|16.93\|16.52\|222800;2026-05-14\|16.12\|-3.42\|16.60\|16.66\|16.12\|283303;2026-05-15\|15.23\|-5.52\|15.98\|16.02\|15.07\|369333;2026-05-18\|14.86\|-2.43\|14.85\|15.02\|14.68\|255323;2026-05-19\|14.61\|-1.68\|14.90\|14.92\|14.30\|231556;2026-05-20\|14.36\|-1.71\|14.44\|14.48\|14.04\|226843;2026-05-21\|13.90\|-3.20\|14.60\|14.88\|13.86\|250490;2026-05-22\|14.35\|3.24\|13.96\|14.50\|13.84\|195619;2026-05-25\|14.36\|0.07\|14.55\|14.74\|14.26\|192836;2026-05-26\|14.53\|1.18\|14.22\|14.55\|14.00\|280747;2026-05-27\|13.76\|-5.30\|14.48\|14.48\|13.67\|326329;2026-05-28\|13.63\|-0.94\|13.51\|13.80\|13.30\|231808;2026-05-29\|13.46\|-1.25\|13.85\|14.30\|13.37\|210269;2026-06-01\|13.57\|0.82\|13.40\|13.72\|13.36\|160358;2026-06-02\|13.83\|1.92\|13.56\|13.90\|13.32\|183630;2026-06-03\|13.90\|0.51\|13.68\|14.12\|13.57\|222944;2026-06-04\|13.48\|-2.11\|13.70\|13.77\|13.31\|191085;2026-06-05\|13.26\|-1.63\|13.41\|13.58\|13.21\|184030;2026-06-08\|12.60\|-4.98\|12.72\|13.03\|12.39\|236871;2026-06-09\|12.58\|-0.16\|12.68\|12.77\|12.31\|190733;2026-06-10\|12.21\|-2.94\|12.26\|12.33\|12.00\|219154;2026-06-11\|12.29\|0.66\|12.03\|12.52\|12.02\|173154;2026-06-12\|13.01\|5.86\|12.59\|13.25\|12.49\|305399;2026-06-15\|13.64\|4.84\|13.39\|13.65\|13.24\|317927;2026-06-16\|13.65\|0.07\|13.55\|13.77\|13.41\|219542;2026-06-17\|14.51\|6.30\|13.64\|14.74\|13.64\|475555;2026-06-18\|14.43\|-0.55\|14.51\|14.99\|14.16\|360461;2026-06-22\|15.52\|7.55\|14.42\|15.54\|14.40\|511580;2026-06-23\|13.98\|-9.92\|15.60\|15.60\|13.97\|522618;2026-06-24\|14.16\|1.29\|13.99\|14.24\|13.65\|343125;2026-06-25\|13.72\|-3.11\|13.85\|14.31\|13.50\|307875;2026-06-26\|13.19\|-3.86\|13.94\|14.03\|13.08\|303491;2026-06-29\|14.51\|10.01\|13.20\|14.51\|13.20\|368406;2026-06-30\|14.69\|1.24\|14.37\|15.18\|13.97\|574271;2026-07-01\|14.32\|-2.52\|14.67\|14.77\|14.22\|317172;2026-07-02\|13.71\|-4.26\|14.51\|14.51\|13.67\|514798;2026-07-03\|13.73\|0.15\|14.13\|14.21\|13.69\|610714;2026-07-06\|13.30\|-3.13\|13.59\|14.24\|13.28\|439436;2026-07-07\|12.76\|-4.06\|13.02\|13.14\|12.72\|314100;2026-07-08\|12.84\|0.63\|12.74\|13.26\|12.50\|245747;2026-07-09\|12.93\|0.70\|12.52\|12.99\|12.48\|216576;2026-07-10\|12.84\|-0.70\|12.96\|13.18\|12.66\|229888
117596	生猪企业新设产能调减目标时限提前	涨停揭秘：猪价止跌企稳叠加产能去化加速，市场博弈养殖板块反转预期；涨停缘由：2026年3月生猪均价环比上涨5.2%，能繁母猪存栏连续5个月下降，行业产能去化趋势确立；公司为自育自繁自养模式龙头，成本优势显著，有望率先受益于周期上行；资金逻辑：主力资金低位吸筹，散户跟风明显，资金提前布局养殖板块左侧机会，押注下半年供需格局改善；风险提示：猪价反弹持续性存疑，疫病风险及饲料成本波动仍构成不确定性；公司资产负债率较高，财务压力未完全缓解	国内自育自繁自养的生猪养殖龙头	2026-03-03\|46.53\|-0.60\|46.70\|47.50\|46.46\|449678;2026-03-04\|47.13\|1.29\|46.69\|47.23\|46.26\|547247;2026-03-05\|46.80\|-0.70\|47.13\|47.18\|46.18\|323513;2026-03-06\|49.34\|5.43\|46.67\|49.53\|46.55\|909997;2026-03-09\|49.41\|0.14\|49.60\|50.76\|49.21\|838243;2026-03-10\|48.33\|-2.19\|48.88\|49.55\|48.19\|492950;2026-03-11\|49.31\|2.03\|48.34\|49.78\|48.22\|475502;2026-03-12\|50.59\|2.60\|49.50\|50.68\|49.00\|629146;2026-03-13\|49.79\|-1.58\|50.50\|50.75\|49.57\|376326;2026-03-16\|49.74\|-0.10\|50.03\|50.80\|49.64\|385143;2026-03-17\|50.24\|1.01\|49.51\|51.48\|49.20\|520464;2026-03-18\|49.69\|-1.09\|50.18\|50.72\|49.43\|314884;2026-03-19\|48.80\|-1.79\|49.51\|49.79\|48.56\|353957;2026-03-20\|49.45\|1.33\|48.93\|49.90\|48.62\|472356;2026-03-23\|45.20\|-8.59\|48.50\|48.57\|44.76\|926626;2026-03-24\|43.50\|-3.76\|45.20\|45.50\|42.30\|993382;2026-03-25\|44.52\|2.34\|43.12\|44.88\|43.02\|458321;2026-03-26\|44.00\|-1.17\|44.33\|44.80\|43.90\|312479;2026-03-27\|45.20\|2.73\|43.73\|45.49\|43.56\|354994;2026-03-30\|43.23\|-4.36\|44.78\|44.80\|43.02\|533007;2026-03-31\|41.71\|-3.52\|43.13\|43.35\|41.23\|657970;2026-04-01\|42.20\|1.17\|41.95\|42.35\|41.41\|376857;2026-04-02\|43.65\|3.44\|42.21\|44.48\|42.16\|577035;2026-04-03\|42.90\|-1.72\|43.43\|43.50\|42.70\|264134;2026-04-07\|43.45\|1.28\|42.92\|44.86\|42.40\|477109;2026-04-08\|44.34\|2.05\|43.70\|44.65\|43.22\|411184;2026-04-09\|43.80\|-1.22\|43.93\|44.10\|43.50\|231744;2026-04-10\|43.01\|-1.80\|43.83\|44.00\|42.84\|440105;2026-04-13\|44.17\|2.70\|43.00\|44.50\|42.65\|510632;2026-04-14\|45.78\|3.65\|44.18\|46.10\|43.80\|696446;2026-04-15\|46.05\|0.59\|45.76\|46.38\|45.20\|501892;2026-04-16\|46.44\|0.85\|46.10\|46.67\|45.80\|349934;2026-04-17\|45.53\|-1.96\|46.16\|46.23\|45.34\|389982;2026-04-20\|45.32\|-0.46\|45.94\|46.22\|45.20\|337323;2026-04-21\|45.48\|0.35\|45.34\|46.16\|45.13\|311665;2026-04-22\|44.72\|-1.67\|45.46\|46.45\|44.44\|549529;2026-04-23\|43.49\|-2.75\|44.40\|44.64\|43.21\|482465;2026-04-24\|43.14\|-0.80\|43.48\|43.50\|42.88\|303929;2026-04-27\|42.26\|-2.04\|43.01\|43.05\|42.18\|409435;2026-04-28\|43.30\|2.46\|42.27\|43.49\|42.12\|454680;2026-04-29\|44.62\|3.05\|43.44\|45.39\|43.39\|694967;2026-04-30\|44.70\|0.18\|44.00\|45.38\|43.81\|433248;2026-05-06\|44.64\|-0.13\|44.39\|44.75\|44.00\|481143;2026-05-07\|44.07\|-1.28\|44.48\|44.61\|43.71\|409198;2026-05-08\|43.51\|-1.27\|44.25\|44.57\|43.41\|317240;2026-05-11\|44.32\|1.86\|43.85\|45.10\|43.20\|643788;2026-05-12\|42.93\|-3.14\|44.30\|44.31\|42.81\|545877;2026-05-13\|42.38\|-1.28\|42.79\|43.08\|42.30\|388947;2026-05-14\|42.63\|0.59\|42.50\|43.57\|42.46\|589978;2026-05-15\|42.50\|-0.30\|42.67\|43.13\|41.70\|451388;2026-05-18\|40.43\|-4.87\|42.30\|42.33\|40.23\|744066;2026-05-19\|40.30\|-0.32\|40.88\|41.05\|39.58\|436406;2026-05-20\|39.54\|-1.89\|39.99\|40.36\|39.44\|367081;2026-05-21\|39.49\|-0.13\|39.77\|40.66\|39.40\|385355;2026-05-22\|38.84\|-1.65\|39.80\|39.94\|38.65\|452702;2026-05-25\|38.44\|-1.03\|38.80\|39.28\|38.08\|380326;2026-05-26\|38.71\|0.70\|38.43\|38.86\|38.09\|359237;2026-05-27\|37.76\|-1.38\|38.21\|38.25\|37.50\|410502;2026-05-28\|37.05\|-1.88\|37.59\|37.73\|36.75\|413558;2026-05-29\|38.07\|2.75\|37.06\|38.58\|36.75\|555510;2026-06-01\|37.82\|-0.66\|37.99\|38.34\|37.25\|387114;2026-06-02\|36.76\|-2.80\|37.82\|37.94\|36.60\|543703;2026-06-03\|36.20\|-1.52\|36.76\|36.82\|35.80\|538827;2026-06-04\|35.13\|-2.96\|36.19\|36.65\|35.06\|575119;2026-06-05\|35.06\|-0.20\|35.13\|35.63\|34.85\|391703;2026-06-08\|34.15\|-2.60\|34.83\|35.57\|33.85\|488860;2026-06-09\|34.23\|0.23\|34.16\|34.35\|33.78\|323075;2026-06-10\|34.43\|0.58\|33.95\|34.91\|33.88\|381830;2026-06-11\|34.16\|-0.78\|34.44\|34.67\|33.88\|363985;2026-06-12\|34.86\|2.05\|34.22\|35.15\|33.75\|600765;2026-06-15\|35.28\|1.20\|35.00\|35.63\|34.61\|455041;2026-06-16\|35.05\|-0.65\|35.06\|35.27\|34.72\|353606;2026-06-17\|34.66\|-1.11\|34.95\|35.00\|34.19\|384011;2026-06-18\|33.63\|-2.97\|34.76\|34.93\|33.52\|623145;2026-06-22\|33.95\|0.95\|33.46\|34.19\|32.99\|541482;2026-06-23\|33.02\|-2.74\|34.18\|35.04\|33.00\|658904;2026-06-24\|32.53\|-1.48\|33.04\|33.20\|32.35\|389128;2026-06-25\|32.36\|-0.52\|32.20\|32.78\|31.81\|441740;2026-06-26\|33.56\|3.71\|33.03\|34.60\|32.38\|1048548;2026-06-29\|35.99\|7.24\|33.60\|36.14\|33.11\|1393660;2026-06-30\|34.99\|-2.78\|35.35\|35.93\|34.70\|816863;2026-07-01\|36.98\|5.69\|35.00\|38.12\|34.52\|1186982;2026-07-02\|37.35\|1.00\|36.64\|37.95\|36.40\|970327;2026-07-03\|36.90\|-1.20\|37.25\|38.06\|36.28\|743518;2026-07-06\|38.68\|4.82\|37.50\|38.99\|37.31\|1008463;2026-07-07\|38.49\|-0.49\|38.50\|38.94\|37.74\|839641;2026-07-08\|36.80\|-4.39\|38.00\|38.34\|36.79\|722925;2026-07-09\|37.11\|0.84\|36.95\|37.60\|36.40\|630356;2026-07-10\|38.14\|2.78\|36.74\|38.46\|36.01\|862208
117595	生猪企业新设产能调减目标时限提前	生猪养殖+成本下降+战略转型行业原因：据五矿期货6月29日研报，周末国内猪价主流上涨，大猪阶段性断档导致供应偏紧，部分养殖端挺价惜售，下游被迫抬价收购，带动猪价上行。公司原因： 1、据2026年6月10日投资者关系活动记录，公司商品肥猪养殖成本已降至5.9元/斤以内，其中最佳标杆基地约5.5元/斤，成本优势凸显。 2、据2026年6月10日投资者关系活动记录，公司战略重心从“规模扩张”升级为“高质量发展”，确立“科技驱动、数智赋能、可持续发展”方略，挑战“33头PSY、5.5元/斤完全成本”极限目标。 3、据2026年6月10日投资者关系活动记录，2026年5月公司PSY为30以上、标准商品肥猪料肉比为2.45以内，生产指标保持行业领先。	生猪养殖为主的大型畜禽养殖企业，其他养殖业务产品包括黄羽鸡	2026-03-03\|17.98\|1.41\|17.63\|18.38\|17.60\|178033;2026-03-04\|18.07\|0.50\|18.00\|18.30\|17.80\|132263;2026-03-05\|17.41\|-3.65\|17.96\|17.96\|17.32\|147788;2026-03-06\|18.55\|6.55\|17.40\|18.88\|17.35\|328194;2026-03-09\|18.69\|0.75\|18.88\|19.18\|18.55\|246858;2026-03-10\|18.92\|1.23\|18.50\|19.50\|18.36\|226182;2026-03-11\|19.20\|1.48\|18.78\|19.35\|18.78\|183738;2026-03-12\|19.27\|0.36\|19.24\|19.47\|18.88\|180341;2026-03-13\|19.00\|-1.40\|19.42\|19.51\|18.95\|131979;2026-03-16\|18.90\|-0.53\|18.93\|19.46\|18.74\|168797;2026-03-17\|18.84\|-0.32\|18.90\|19.47\|18.68\|152192;2026-03-18\|18.95\|0.58\|18.84\|19.10\|18.54\|104829;2026-03-19\|18.88\|-0.37\|18.80\|19.30\|18.70\|123519;2026-03-20\|18.47\|-2.17\|18.86\|19.06\|18.38\|116230;2026-03-23\|16.98\|-8.07\|18.29\|18.34\|16.80\|205155;2026-03-24\|16.83\|-0.88\|17.20\|17.23\|16.43\|133928;2026-03-25\|16.95\|0.71\|16.63\|17.18\|16.63\|83511;2026-03-26\|16.57\|-2.24\|16.92\|17.07\|16.47\|102137;2026-03-27\|16.87\|1.81\|16.40\|16.94\|16.33\|101732;2026-03-30\|16.46\|-2.43\|16.75\|17.02\|16.45\|98552;2026-03-31\|15.72\|-4.50\|16.46\|16.51\|15.59\|159433;2026-04-01\|15.48\|-1.53\|15.90\|15.90\|15.40\|123611;2026-04-02\|17.03\|10.01\|15.47\|17.03\|15.47\|346522;2026-04-03\|16.57\|-2.70\|17.03\|17.08\|16.35\|261255;2026-04-07\|17.87\|7.85\|16.30\|18.23\|16.19\|431240;2026-04-08\|17.86\|-0.06\|17.69\|17.99\|17.50\|307859;2026-04-09\|17.54\|-1.79\|17.75\|18.32\|17.43\|217730;2026-04-10\|17.00\|-3.08\|17.55\|17.60\|16.95\|183219;2026-04-13\|17.99\|5.82\|16.85\|18.15\|16.84\|330794;2026-04-14\|18.74\|4.17\|17.74\|19.00\|17.62\|375147;2026-04-15\|18.87\|0.69\|18.46\|19.08\|18.21\|277269;2026-04-16\|18.84\|-0.16\|18.86\|19.05\|18.37\|229917;2026-04-17\|18.59\|-1.33\|18.84\|18.84\|18.40\|168242;2026-04-20\|18.41\|-0.97\|18.92\|18.98\|18.02\|229990;2026-04-21\|18.30\|-0.60\|18.26\|18.65\|18.19\|134269;2026-04-22\|18.16\|-0.77\|18.18\|18.95\|18.10\|208940;2026-04-23\|18.11\|-0.28\|17.89\|18.58\|17.80\|186299;2026-04-24\|17.75\|-1.99\|18.05\|18.15\|17.42\|164536;2026-04-27\|17.28\|-2.65\|17.71\|17.74\|17.27\|111744;2026-04-28\|17.51\|1.33\|17.21\|17.59\|17.10\|142156;2026-04-29\|18.50\|5.65\|17.44\|18.98\|17.40\|232534;2026-04-30\|18.81\|1.68\|18.50\|19.10\|18.31\|187166;2026-05-06\|19.18\|1.97\|18.61\|19.23\|18.56\|182663;2026-05-07\|18.93\|-1.30\|18.65\|19.16\|18.55\|182223;2026-05-08\|18.66\|-1.43\|18.88\|19.33\|18.41\|160505;2026-05-11\|19.12\|2.47\|18.69\|19.62\|18.42\|276414;2026-05-12\|18.46\|-3.45\|19.13\|19.18\|18.46\|131422;2026-05-13\|17.83\|-3.41\|18.41\|18.64\|17.80\|169450;2026-05-14\|18.93\|6.17\|17.84\|19.39\|17.83\|325923;2026-05-15\|18.03\|-4.75\|18.80\|18.84\|17.96\|232431;2026-05-18\|17.28\|-4.16\|17.88\|18.03\|17.11\|190512;2026-05-19\|17.50\|1.27\|17.28\|17.56\|16.62\|216647;2026-05-20\|17.15\|-2.00\|17.34\|17.95\|16.93\|150315;2026-05-21\|16.89\|-1.52\|17.07\|17.40\|16.84\|123005;2026-05-22\|16.65\|-1.42\|17.09\|17.30\|16.58\|128642;2026-05-25\|16.60\|-0.30\|16.45\|16.84\|16.10\|106187;2026-05-26\|16.66\|0.36\|16.50\|16.82\|16.42\|104936;2026-05-27\|16.08\|-3.48\|16.60\|16.66\|16.00\|129413;2026-05-28\|15.76\|-1.99\|16.05\|16.10\|15.50\|128211;2026-05-29\|15.86\|0.63\|15.76\|16.16\|15.57\|120099;2026-06-01\|16.02\|1.01\|15.75\|16.15\|15.56\|93919;2026-06-02\|15.46\|-3.50\|15.92\|15.98\|15.43\|109603;2026-06-03\|15.62\|1.03\|15.47\|15.65\|14.98\|117559;2026-06-04\|14.95\|-4.29\|15.51\|15.66\|14.95\|93779;2026-06-05\|14.52\|-2.88\|14.88\|15.06\|14.41\|106879;2026-06-08\|14.01\|-3.51\|14.10\|14.84\|13.99\|106971;2026-06-09\|13.79\|-1.57\|14.05\|14.12\|13.61\|97994;2026-06-10\|14.09\|2.18\|13.90\|14.65\|13.77\|145764;2026-06-11\|13.90\|-1.35\|14.00\|14.25\|13.73\|98300;2026-06-12\|14.12\|1.58\|13.76\|14.20\|13.54\|95885;2026-06-15\|14.20\|0.57\|14.14\|14.45\|13.95\|87432;2026-06-16\|14.24\|0.28\|14.20\|14.34\|13.96\|81480;2026-06-17\|13.99\|-1.76\|14.20\|14.26\|13.85\|80353;2026-06-18\|13.65\|-2.43\|13.96\|14.00\|13.65\|75049;2026-06-22\|13.80\|1.10\|13.57\|13.83\|13.16\|119042;2026-06-23\|13.78\|-0.14\|13.88\|14.25\|13.77\|107084;2026-06-24\|13.18\|-4.35\|13.78\|13.88\|13.16\|103785;2026-06-25\|12.92\|-1.97\|13.03\|13.28\|12.67\|98372;2026-06-26\|13.23\|2.40\|13.01\|13.80\|12.75\|180922;2026-06-29\|14.55\|9.98\|13.19\|14.55\|13.11\|190707;2026-06-30\|14.80\|1.72\|14.50\|14.98\|14.24\|239570;2026-07-01\|15.45\|4.39\|14.94\|15.77\|14.61\|208084;2026-07-02\|14.95\|-3.11\|15.46\|15.62\|14.71\|186446;2026-07-03\|15.21\|1.74\|14.85\|15.30\|14.59\|150841;2026-07-06\|16.73\|9.99\|15.71\|16.73\|15.42\|352495;2026-07-07\|16.65\|-0.48\|16.90\|17.43\|16.40\|381267;2026-07-08\|15.57\|-6.49\|16.68\|16.79\|15.55\|280361;2026-07-09\|15.38\|-1.22\|15.45\|15.82\|15.18\|214190;2026-07-10\|15.65\|1.76\|15.06\|16.00\|15.05\|206533
117594	康宁发布光学互连组件“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
117593	康宁发布光学互连组件“玻璃桥”	玻璃基板+浮法玻璃+光伏玻璃行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司拟定增募资不超14.27亿元用于超薄柔性玻璃及玻璃基板项目等项目	2026-03-03\|7.14\|-4.16\|7.47\|7.52\|7.08\|597546;2026-03-04\|6.81\|-4.62\|7.05\|7.18\|6.70\|1038457;2026-03-05\|6.76\|-0.73\|6.90\|6.94\|6.70\|556539;2026-03-06\|6.93\|2.51\|6.70\|6.99\|6.69\|526335;2026-03-09\|6.84\|-1.30\|6.88\|7.00\|6.69\|503321;2026-03-10\|6.94\|1.46\|6.86\|7.08\|6.86\|488715;2026-03-11\|7.08\|2.02\|6.94\|7.15\|6.91\|466461;2026-03-12\|6.92\|-2.26\|7.11\|7.11\|6.86\|494952;2026-03-13\|6.81\|-1.59\|6.89\|7.08\|6.78\|410022;2026-03-16\|6.64\|-2.50\|6.81\|6.89\|6.54\|588829;2026-03-17\|6.57\|-1.05\|6.65\|6.87\|6.56\|512983;2026-03-18\|6.46\|-1.67\|6.58\|6.64\|6.40\|470495;2026-03-19\|6.22\|-3.72\|6.40\|6.43\|6.18\|537624;2026-03-20\|6.09\|-2.09\|6.25\|6.30\|6.03\|599580;2026-03-23\|5.87\|-3.61\|6.05\|6.07\|5.73\|777432;2026-03-24\|5.91\|0.68\|5.92\|5.97\|5.78\|528859;2026-03-25\|5.97\|1.02\|5.90\|6.04\|5.90\|470793;2026-03-26\|5.73\|-4.02\|5.96\|6.02\|5.67\|851057;2026-03-27\|5.79\|1.05\|5.66\|5.83\|5.65\|394102;2026-03-30\|5.85\|1.04\|5.72\|5.90\|5.61\|474717;2026-03-31\|5.83\|-0.34\|5.82\|6.09\|5.78\|627782;2026-04-01\|5.90\|1.20\|5.90\|6.02\|5.85\|409963;2026-04-02\|5.80\|-1.69\|5.85\|5.87\|5.73\|375432;2026-04-03\|5.62\|-3.10\|5.79\|5.80\|5.60\|319416;2026-04-07\|5.60\|-0.36\|5.64\|5.66\|5.56\|295184;2026-04-08\|5.83\|4.11\|5.70\|5.83\|5.70\|426260;2026-04-09\|5.79\|-0.69\|5.81\|5.82\|5.67\|435390;2026-04-10\|5.81\|0.35\|5.84\|5.92\|5.80\|561946;2026-04-13\|5.93\|2.07\|5.74\|5.97\|5.71\|522131;2026-04-14\|5.88\|-0.84\|5.92\|5.96\|5.82\|374140;2026-04-15\|5.79\|-1.53\|5.88\|5.91\|5.79\|417578;2026-04-16\|5.88\|1.55\|5.81\|5.90\|5.77\|363101;2026-04-17\|5.90\|0.34\|5.86\|5.97\|5.78\|475799;2026-04-20\|6.10\|3.39\|5.97\|6.22\|5.96\|1060118;2026-04-21\|6.01\|-1.48\|6.07\|6.12\|5.98\|571165;2026-04-22\|6.12\|1.83\|6.04\|6.19\|5.98\|655164;2026-04-23\|6.03\|-1.47\|6.00\|6.15\|5.89\|1067945;2026-04-24\|6.42\|6.47\|6.13\|6.59\|6.10\|2063132;2026-04-27\|6.83\|6.39\|6.45\|7.06\|6.45\|1836578;2026-04-28\|6.53\|-4.39\|6.79\|6.81\|6.50\|1091967;2026-04-29\|6.51\|-0.31\|6.47\|6.68\|6.41\|834718;2026-04-30\|6.33\|-2.77\|6.46\|6.49\|6.24\|853708;2026-05-06\|6.42\|1.42\|6.38\|6.47\|6.25\|897284;2026-05-07\|6.65\|3.58\|6.39\|6.75\|6.37\|1058546;2026-05-08\|6.22\|-6.47\|6.57\|6.69\|6.16\|1469166;2026-05-11\|6.56\|5.47\|6.20\|6.66\|6.08\|1392829;2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256
117592	美光业绩超预期股价大涨	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-03-03\|262.90\|-7.10\|282.02\|285.00\|262.90\|121192;2026-03-04\|301.99\|14.87\|280.15\|306.75\|280.15\|268447;2026-03-05\|296.30\|-1.88\|308.02\|310.85\|295.23\|215079;2026-03-06\|306.00\|3.27\|294.82\|311.95\|293.95\|170814;2026-03-09\|330.12\|7.88\|297.98\|330.25\|297.50\|245495;2026-03-10\|333.51\|1.03\|337.00\|340.44\|324.68\|218075;2026-03-11\|324.59\|-2.67\|333.00\|333.88\|323.02\|164854;2026-03-12\|319.00\|-1.72\|323.50\|331.20\|315.01\|125112;2026-03-13\|326.17\|2.25\|318.00\|337.00\|316.03\|185629;2026-03-16\|346.80\|6.32\|326.00\|355.99\|322.00\|218770;2026-03-17\|331.90\|-4.30\|343.00\|345.27\|330.50\|153734;2026-03-18\|359.30\|8.26\|342.00\|365.00\|340.02\|242904;2026-03-19\|356.50\|-0.78\|348.00\|368.59\|342.56\|212698;2026-03-20\|330.10\|-7.41\|349.85\|351.49\|328.00\|218210;2026-03-23\|306.20\|-7.24\|310.00\|323.88\|305.00\|147699;2026-03-24\|323.50\|5.65\|310.00\|325.87\|291.40\|170982;2026-03-25\|338.16\|4.53\|322.88\|349.95\|320.00\|184208;2026-03-26\|327.00\|-3.30\|325.12\|334.58\|318.10\|142297;2026-03-27\|320.03\|-2.13\|310.00\|327.13\|308.02\|119604;2026-03-30\|315.00\|-1.57\|310.24\|329.80\|310.18\|126714;2026-03-31\|297.08\|-5.69\|302.00\|304.98\|291.00\|150635;2026-04-01\|299.11\|0.68\|319.00\|323.00\|295.09\|193446;2026-04-02\|289.44\|-3.23\|300.40\|305.01\|289.00\|117211;2026-04-03\|285.57\|-1.34\|291.50\|294.68\|285.08\|83677;2026-04-07\|297.50\|4.18\|290.82\|301.33\|288.14\|115131;2026-04-08\|323.92\|8.88\|318.11\|323.95\|306.69\|167878;2026-04-09\|325.50\|0.49\|316.75\|331.06\|315.00\|142436;2026-04-10\|341.30\|4.85\|333.00\|347.69\|330.80\|190471;2026-04-13\|354.50\|3.87\|340.16\|356.99\|338.60\|187119;2026-04-14\|381.51\|7.62\|357.91\|393.86\|355.00\|241660;2026-04-15\|371.57\|-2.61\|387.00\|387.51\|368.55\|192022;2026-04-16\|372.06\|0.13\|356.00\|375.18\|356.00\|154402;2026-04-17\|370.52\|-0.41\|366.00\|373.73\|358.00\|140091;2026-04-20\|375.21\|1.27\|369.00\|385.78\|367.00\|141627;2026-04-21\|375.96\|0.20\|378.00\|379.80\|363.33\|107650;2026-04-22\|382.74\|1.80\|378.22\|383.29\|373.00\|118444;2026-04-23\|358.19\|-6.41\|391.05\|393.00\|358.02\|187202;2026-04-24\|373.19\|4.19\|359.01\|382.60\|353.03\|164982;2026-04-27\|393.46\|5.43\|374.93\|399.88\|369.10\|189548;2026-04-28\|381.70\|-2.99\|399.99\|411.02\|381.50\|263435;2026-04-29\|414.30\|8.54\|381.10\|416.30\|380.01\|231871;2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516
117591	美光业绩超预期股价大涨	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457
117590	美光业绩超预期股价大涨	存储芯片+拟收购嘉合劲威+夜间经济行业原因：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30日公告，公司拟通过发行股份及支付现金方式收购嘉合劲威100%股权，标的公司主营内存条、固态硬盘与嵌入式芯片等半导体存储产品；据2026年5月16日公告，嘉合劲威是国内较早推出基于国产存储芯片的内存模组企业之一。 2、据2026年7月1日盘中快讯，存储芯片板块盘初再度走强，公司因收购事项具备存储芯片概念属性，跟随板块活跃。 3、据2025年年度报告，公司是业内领先的夜间经济综合服务商，曾完成北京冬奥会等夜景照明标杆工程，并布局智慧停车等智慧城市业务。	公司拟收购嘉合劲威，切入存储领域	2026-03-03\|66.46\|-4.00\|69.00\|70.17\|65.68\|39885;2026-03-04\|67.92\|2.20\|68.00\|69.69\|66.96\|33515;2026-03-05\|67.83\|-0.13\|67.99\|69.49\|67.50\|29077;2026-03-06\|68.86\|1.52\|67.90\|69.45\|67.52\|31113;2026-03-09\|67.10\|-2.56\|67.10\|68.00\|65.50\|30832;2026-03-10\|67.51\|0.61\|68.20\|69.08\|67.30\|19988;2026-03-11\|66.45\|-1.57\|67.68\|68.20\|66.07\|24584;2026-03-12\|66.18\|-0.41\|66.53\|67.15\|65.56\|15306;2026-03-13\|67.79\|2.43\|66.00\|71.50\|65.81\|35319;2026-03-16\|69.10\|1.93\|67.79\|69.30\|67.51\|27033;2026-03-17\|68.32\|-1.13\|68.80\|70.55\|67.60\|34152;2026-03-18\|70.27\|2.85\|68.26\|70.50\|68.05\|36240;2026-03-19\|69.25\|-1.45\|68.99\|70.70\|68.28\|29412;2026-03-20\|67.80\|-2.09\|70.64\|71.39\|66.80\|32619;2026-03-23\|63.50\|-6.34\|66.24\|66.24\|62.86\|37761;2026-03-24\|65.87\|3.73\|64.90\|66.18\|62.89\|25986;2026-03-25\|68.20\|3.54\|65.98\|68.48\|65.98\|21300;2026-03-26\|69.59\|2.04\|68.35\|70.58\|67.62\|35009;2026-03-27\|68.11\|-2.13\|68.00\|69.01\|66.80\|22695;2026-03-30\|66.10\|-2.95\|67.00\|67.11\|64.80\|34652;2026-03-31\|64.08\|-3.06\|65.50\|66.08\|63.90\|21047;2026-04-01\|66.40\|3.62\|65.55\|66.99\|64.41\|28701;2026-04-02\|66.82\|0.63\|66.42\|68.85\|65.99\|31613;2026-04-03\|66.11\|-1.06\|68.02\|68.02\|65.00\|18662;2026-04-07\|68.40\|3.46\|66.00\|68.79\|65.71\|28665;2026-04-08\|72.18\|5.53\|69.50\|72.18\|68.78\|35131;2026-04-09\|79.10\|9.59\|71.80\|79.40\|71.10\|81114;2026-04-10\|76.90\|-2.78\|79.00\|79.41\|76.18\|70990;2026-04-13\|76.68\|-0.29\|78.50\|79.50\|75.80\|46827;2026-04-14\|81.16\|5.84\|78.21\|81.45\|77.30\|47488;2026-04-15\|81.01\|-0.18\|81.21\|82.83\|80.00\|45224;2026-04-16\|85.70\|5.79\|80.83\|88.00\|80.01\|51325;2026-04-17\|86.85\|1.34\|87.00\|89.39\|85.01\|40379;2026-04-20\|78.17\|-9.99\|78.20\|79.87\|78.17\|22151;2026-04-21\|70.35\|-10.00\|70.35\|70.35\|70.35\|8056;2026-04-22\|69.71\|-0.91\|66.84\|72.52\|66.84\|87985;2026-04-23\|67.20\|-3.60\|69.50\|69.70\|63.68\|69537;2026-04-24\|65.00\|-3.27\|65.99\|68.20\|64.90\|51036;2026-04-27\|70.95\|9.15\|64.86\|70.97\|64.01\|53190;2026-04-28\|68.35\|-3.66\|70.92\|71.27\|68.26\|28910;2026-04-29\|68.88\|0.78\|68.35\|70.50\|67.75\|23136;2026-04-30\|68.84\|-0.06\|69.16\|69.59\|68.18\|21426;2026-05-06\|66.86\|-2.88\|70.40\|73.50\|66.85\|51268;2026-05-07\|67.91\|1.57\|66.86\|68.55\|66.80\|31858;2026-05-08\|68.76\|1.25\|67.73\|69.68\|66.70\|32120;2026-05-11\|74.40\|8.20\|70.00\|75.60\|69.00\|61897;2026-05-12\|73.25\|-1.55\|73.52\|73.77\|71.71\|37474;2026-05-13\|72.96\|-0.40\|71.95\|74.44\|71.50\|33647;2026-05-14\|70.93\|-2.78\|73.02\|74.50\|69.70\|32598;2026-05-15\|76.45\|7.78\|72.95\|77.99\|71.71\|67729;2026-05-18\|72.60\|-5.04\|77.60\|79.79\|72.10\|60888;2026-05-19\|70.91\|-2.33\|72.10\|73.47\|69.90\|40671;2026-05-20\|69.35\|-2.20\|70.34\|70.91\|68.68\|25727;2026-05-21\|65.66\|-5.32\|69.59\|69.89\|65.60\|31715;2026-05-22\|66.21\|0.84\|65.65\|66.72\|64.81\|25020;2026-05-25\|66.15\|-0.09\|66.00\|66.70\|63.70\|24735;2026-05-26\|65.76\|-0.59\|66.17\|66.58\|63.72\|23685;2026-05-27\|65.78\|0.03\|64.64\|67.19\|64.64\|28309;2026-05-28\|67.60\|2.77\|65.17\|69.98\|65.00\|43843;2026-05-29\|67.21\|-0.58\|67.30\|71.35\|66.50\|43535;2026-06-01\|63.86\|-4.98\|66.71\|66.75\|63.80\|27910;2026-06-02\|59.10\|-7.45\|63.86\|63.86\|57.60\|51291;2026-06-03\|62.88\|6.40\|59.12\|62.98\|58.69\|39316;2026-06-04\|65.56\|4.26\|63.65\|66.00\|61.63\|33905;2026-06-05\|65.90\|0.52\|64.50\|67.41\|62.40\|42444;2026-06-08\|63.35\|-3.87\|59.31\|66.18\|59.31\|26079;2026-06-09\|63.72\|0.58\|65.00\|65.00\|62.50\|19859;2026-06-10\|65.55\|2.87\|63.00\|66.66\|63.00\|22789;2026-06-11\|62.83\|-4.15\|65.50\|65.50\|62.23\|20003;2026-06-12\|62.10\|-1.16\|63.65\|65.20\|61.00\|23142;2026-06-15\|62.58\|0.77\|62.00\|62.86\|61.09\|16450;2026-06-16\|63.13\|0.88\|62.42\|64.35\|61.39\|21894;2026-06-17\|63.20\|0.11\|63.01\|64.58\|62.31\|20847;2026-06-18\|64.84\|2.59\|62.86\|65.68\|62.62\|24002;2026-06-22\|70.45\|8.65\|64.30\|70.71\|62.30\|68028;2026-06-23\|72.90\|3.48\|69.43\|75.68\|69.00\|51644;2026-06-24\|78.63\|7.86\|74.00\|80.19\|72.65\|66795;2026-06-25\|86.37\|9.84\|81.00\|86.49\|78.28\|113422;2026-06-26\|88.50\|2.47\|86.82\|89.86\|84.00\|87557;2026-06-29\|97.35\|10.00\|87.50\|97.35\|87.18\|50607;2026-06-30\|94.82\|-2.60\|99.99\|103.96\|94.38\|143443;2026-07-01\|104.30\|10.00\|94.98\|104.30\|94.98\|68548;2026-07-02\|112.28\|7.65\|104.00\|114.73\|104.00\|120209;2026-07-03\|120.06\|6.93\|111.96\|122.44\|105.89\|99569;2026-07-06\|111.49\|-7.14\|120.96\|123.45\|110.47\|71908;2026-07-07\|105.50\|-5.37\|106.61\|110.99\|102.61\|65827;2026-07-08\|98.80\|-6.35\|105.23\|107.77\|98.56\|52080;2026-07-09\|92.32\|-6.56\|100.00\|101.95\|89.79\|87889;2026-07-10\|101.55\|10.00\|96.01\|101.55\|92.50\|18649
117589	六氟化钨价格大幅飙升	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头；公司旗下中巨芯科技有限公司生产供应电子级氟化氢气体	2026-03-03\|42.15\|-2.66\|43.30\|43.84\|41.97\|332784;2026-03-04\|40.87\|-3.04\|41.51\|42.68\|40.75\|309689;2026-03-05\|41.55\|1.66\|41.49\|41.98\|41.08\|188510;2026-03-06\|42.77\|2.94\|41.48\|43.20\|40.88\|283836;2026-03-09\|40.97\|-4.21\|41.82\|42.13\|40.27\|309329;2026-03-10\|41.39\|1.03\|41.20\|42.03\|41.10\|195782;2026-03-11\|40.66\|-1.76\|41.45\|41.47\|40.30\|229903;2026-03-12\|39.65\|-2.48\|40.90\|40.97\|39.20\|292685;2026-03-13\|38.72\|-2.35\|39.45\|40.10\|38.57\|238063;2026-03-16\|38.01\|-1.83\|38.71\|39.11\|37.14\|336158;2026-03-17\|37.85\|-0.42\|38.20\|39.04\|37.80\|206741;2026-03-18\|37.85\|0.00\|37.95\|37.98\|36.91\|209365;2026-03-19\|36.30\|-4.10\|37.43\|37.43\|35.92\|353487;2026-03-20\|35.41\|-2.45\|36.39\|36.56\|35.41\|231862;2026-03-23\|34.10\|-3.70\|34.60\|35.09\|33.88\|329860;2026-03-24\|34.97\|2.55\|34.76\|35.12\|33.73\|233837;2026-03-25\|35.22\|0.71\|35.30\|36.01\|35.00\|206814;2026-03-26\|34.81\|-1.16\|35.26\|35.73\|34.55\|136918;2026-03-27\|35.03\|0.63\|34.47\|35.15\|34.31\|178675;2026-03-30\|34.66\|-1.06\|34.81\|35.25\|34.41\|164175;2026-03-31\|34.15\|-1.47\|34.61\|34.97\|34.00\|155181;2026-04-01\|34.88\|2.14\|34.82\|35.03\|34.19\|157294;2026-04-02\|33.60\|-3.67\|34.70\|34.79\|33.40\|216530;2026-04-03\|33.68\|0.24\|33.99\|34.55\|33.61\|171700;2026-04-07\|34.45\|2.29\|33.70\|34.68\|33.53\|223402;2026-04-08\|35.00\|1.60\|35.20\|35.44\|34.78\|323717;2026-04-09\|34.70\|-0.86\|34.80\|35.05\|33.89\|213761;2026-04-10\|34.80\|0.29\|34.95\|35.06\|34.56\|202275;2026-04-13\|33.85\|-2.73\|34.75\|34.80\|33.57\|347934;2026-04-14\|35.34\|4.40\|34.10\|35.49\|32.92\|480659;2026-04-15\|34.41\|-2.63\|35.58\|36.23\|34.25\|422307;2026-04-16\|34.10\|-0.90\|34.41\|34.78\|34.00\|347184;2026-04-17\|33.79\|-0.91\|34.10\|34.12\|33.35\|292333;2026-04-20\|34.46\|1.98\|33.90\|35.30\|33.58\|426287;2026-04-21\|34.41\|-0.15\|34.46\|35.04\|34.01\|275098;2026-04-22\|33.93\|-1.39\|34.31\|34.35\|33.58\|377927;2026-04-23\|33.61\|-0.94\|34.15\|34.66\|33.41\|321254;2026-04-24\|35.05\|4.28\|33.67\|35.33\|33.56\|482383;2026-04-27\|35.88\|2.37\|35.05\|36.20\|34.91\|470789;2026-04-28\|36.22\|0.95\|35.88\|36.66\|35.30\|424571;2026-04-29\|36.82\|1.66\|36.82\|37.39\|36.33\|429807;2026-04-30\|36.63\|-0.52\|36.68\|37.35\|36.48\|323435;2026-05-06\|37.04\|1.12\|36.64\|37.26\|36.10\|427383;2026-05-07\|36.16\|-2.38\|37.09\|37.20\|35.88\|424115;2026-05-08\|35.58\|-1.60\|35.92\|36.18\|35.34\|334683;2026-05-11\|35.76\|0.51\|35.57\|36.35\|35.48\|383080;2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476
117588	六氟化钨价格大幅飙升	氢氟酸涨价+PEEK材料+氟化工行业原因： 1、5月15日，Figure创始人布雷特.阿德科克宣布，F.03机器人已在直播状态下连续工作超过30小时，中途未曾出现任何停机现象，从直播开始算起已处理了超过38000个包裹。 2、日前，特斯拉正式宣布，旗下Optimus人形机器人于2026年第二季度启动量产，首批量产机型Optimus Gen-3已在加州弗里蒙特工厂下线并投入内部测试。公司原因： 1、据证券时报网2026年5月14日报道，韩国无水氢氟酸生产商将自本月起从中国采购，价格较年初上涨约40%，且预计6月和7月价格还将大幅上涨；据2025年年度报告，公司核心主业涉及基础氟化工行业，产品包括氢氟酸等。 2、据2026年5月13日互动易，公司拥有从初级化学品、含氟中间体到PEEK新材料的完整产业链体系，PEEK聚合及相关下游产品配套产线于2025年陆续建成并开始市场开拓。 3、据2025年年度报告，公司主要业务为研发、生产、销售精细化工、基础化工及萤石矿开采等，已形成萤石-氟精细化学品全产业链。	国内氟化工精细化学品行业龙头；拥有基础配套原料萤石、氢氟酸、氟制冷剂、含氟精细化学品等在内的完整的氟化工产业链	2026-03-03\|21.52\|-5.24\|22.74\|22.94\|21.50\|89812;2026-03-04\|21.33\|-0.88\|21.20\|21.83\|21.20\|51576;2026-03-05\|21.55\|1.03\|21.63\|21.85\|21.42\|45209;2026-03-06\|22.01\|2.13\|21.61\|22.11\|21.44\|47234;2026-03-09\|21.72\|-1.32\|21.81\|21.88\|21.18\|66895;2026-03-10\|22.08\|1.66\|21.99\|22.19\|21.85\|45657;2026-03-11\|22.18\|0.45\|22.09\|22.37\|22.05\|52223;2026-03-12\|22.27\|0.41\|22.22\|22.68\|22.08\|74430;2026-03-13\|22.22\|-0.22\|22.10\|22.83\|22.07\|69636;2026-03-16\|22.48\|1.17\|22.01\|22.79\|22.01\|63989;2026-03-17\|21.54\|-4.18\|22.57\|22.57\|21.50\|72944;2026-03-18\|21.26\|-1.30\|21.60\|21.73\|20.90\|66893;2026-03-19\|20.34\|-4.33\|21.07\|21.08\|20.27\|60605;2026-03-20\|19.81\|-2.61\|20.59\|20.63\|19.81\|51094;2026-03-23\|19.08\|-3.69\|19.50\|20.09\|18.91\|69642;2026-03-24\|19.58\|2.62\|19.47\|19.62\|18.94\|62538;2026-03-25\|20.22\|3.27\|19.81\|20.27\|19.61\|57395;2026-03-26\|20.48\|1.29\|20.31\|21.21\|20.26\|100068;2026-03-27\|20.67\|0.93\|20.15\|20.85\|19.98\|60836;2026-03-30\|20.69\|0.10\|20.46\|21.28\|20.46\|76908;2026-03-31\|20.36\|-1.59\|20.65\|20.86\|20.30\|46375;2026-04-01\|20.59\|1.13\|20.66\|20.76\|20.42\|34752;2026-04-02\|20.16\|-2.09\|20.42\|20.55\|20.02\|36041;2026-04-03\|19.77\|-1.93\|20.27\|20.39\|19.75\|33754;2026-04-07\|20.22\|2.28\|19.98\|20.31\|19.89\|35549;2026-04-08\|20.98\|3.76\|20.55\|21.10\|20.42\|51851;2026-04-09\|20.63\|-1.67\|20.78\|20.89\|20.59\|33791;2026-04-10\|20.93\|1.45\|20.79\|21.13\|20.72\|43349;2026-04-13\|21.14\|1.00\|20.98\|21.18\|20.81\|40647;2026-04-14\|21.49\|1.66\|21.21\|21.50\|21.08\|49706;2026-04-15\|21.02\|-2.19\|21.58\|21.60\|20.98\|52645;2026-04-16\|21.28\|1.24\|21.18\|21.40\|21.05\|41245;2026-04-17\|21.28\|0.00\|21.27\|21.38\|21.13\|35183;2026-04-20\|21.47\|0.89\|21.27\|21.57\|21.27\|39246;2026-04-21\|21.50\|0.14\|21.46\|21.59\|21.14\|54301;2026-04-22\|21.30\|-0.93\|21.35\|21.64\|21.14\|49363;2026-04-23\|20.90\|-1.88\|21.21\|21.38\|20.80\|60441;2026-04-24\|20.79\|-0.53\|20.88\|20.97\|20.41\|49240;2026-04-27\|19.36\|-6.88\|19.50\|19.85\|18.71\|227669;2026-04-28\|18.48\|-4.55\|19.16\|19.22\|18.38\|111327;2026-04-29\|18.71\|1.24\|18.39\|18.89\|18.13\|85948;2026-04-30\|18.47\|-1.28\|18.70\|18.77\|18.44\|55601;2026-05-06\|18.82\|1.90\|18.52\|18.94\|18.52\|72568;2026-05-07\|20.70\|9.99\|18.81\|20.70\|18.64\|104077;2026-05-08\|21.10\|1.93\|20.91\|21.37\|20.30\|292851;2026-05-11\|21.37\|1.28\|21.00\|21.45\|20.86\|193021;2026-05-12\|20.82\|-2.57\|21.35\|21.56\|20.72\|115404;2026-05-13\|21.10\|1.34\|20.62\|21.29\|20.56\|84942;2026-05-14\|21.01\|-0.43\|21.23\|21.86\|20.78\|163319;2026-05-15\|23.11\|10.00\|23.11\|23.11\|23.11\|78447;2026-05-18\|24.00\|3.85\|25.41\|25.41\|23.81\|572828;2026-05-19\|23.44\|-2.33\|23.58\|23.99\|22.90\|357305;2026-05-20\|24.18\|3.16\|23.18\|24.50\|22.97\|416721;2026-05-21\|22.02\|-8.93\|23.18\|23.20\|21.97\|328360;2026-05-22\|22.13\|0.50\|21.53\|22.63\|20.87\|240206;2026-05-25\|20.76\|-6.19\|22.13\|22.16\|20.48\|245124;2026-05-26\|21.06\|1.45\|20.45\|21.65\|20.25\|141156;2026-05-27\|20.00\|-5.03\|20.60\|21.20\|19.88\|141770;2026-05-28\|19.80\|-1.00\|19.83\|20.25\|19.29\|120081;2026-05-29\|18.98\|-4.14\|19.81\|19.92\|18.88\|94848;2026-06-01\|19.24\|1.37\|19.10\|19.78\|18.95\|83285;2026-06-02\|19.02\|-1.14\|19.23\|19.36\|18.56\|80667;2026-06-03\|19.08\|0.32\|18.98\|19.45\|18.79\|78152;2026-06-04\|19.59\|2.67\|19.08\|19.65\|18.85\|110818;2026-06-05\|20.29\|3.57\|19.43\|20.60\|18.81\|158727;2026-06-08\|20.38\|0.44\|19.42\|20.97\|19.24\|129662;2026-06-09\|20.27\|-0.54\|20.47\|20.58\|19.65\|111245;2026-06-10\|20.57\|1.48\|19.86\|21.20\|19.80\|136582;2026-06-11\|22.02\|7.05\|20.30\|22.05\|19.50\|298467;2026-06-12\|21.64\|-1.73\|21.20\|21.94\|20.80\|247635;2026-06-15\|22.06\|1.94\|23.80\|23.80\|21.92\|327027;2026-06-16\|21.75\|-1.41\|21.10\|22.46\|20.52\|313297;2026-06-17\|20.70\|-4.83\|21.05\|21.28\|20.58\|207293;2026-06-18\|19.87\|-4.01\|20.11\|20.45\|19.65\|173540;2026-06-22\|20.64\|3.88\|19.72\|21.10\|19.51\|198820;2026-06-23\|20.38\|-1.26\|20.47\|21.54\|20.28\|185013;2026-06-24\|20.21\|-0.83\|20.42\|20.80\|19.88\|121073;2026-06-25\|19.01\|-5.94\|20.19\|20.19\|19.00\|149544;2026-06-26\|18.49\|-2.74\|19.20\|19.52\|18.48\|100990;2026-06-29\|20.34\|10.01\|19.59\|20.34\|19.59\|270928;2026-06-30\|20.51\|0.84\|20.00\|20.70\|19.60\|261711;2026-07-01\|22.02\|7.36\|20.71\|22.56\|20.58\|350572;2026-07-02\|23.54\|6.90\|21.03\|23.60\|20.80\|434896;2026-07-03\|21.36\|-9.26\|22.40\|22.60\|21.19\|347995;2026-07-06\|20.00\|-6.37\|21.25\|21.47\|20.00\|204995;2026-07-07\|19.26\|-3.70\|19.70\|20.44\|19.21\|133796;2026-07-08\|18.69\|-2.96\|19.32\|19.41\|18.46\|120779;2026-07-09\|18.28\|-2.19\|18.69\|18.95\|17.59\|135336;2026-07-10\|18.41\|0.71\|18.32\|18.73\|18.00\|107108
117587	朱雀三号遥二可复用运载火箭完成静态点火试验	AI视觉+边缘计算+光纤KVMS+商业航天行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年4月27日年报，公司2025年AI系列产品实现收入2534.22万元，同比增长212.59%，形成“专业视听产品+AI系列产品”双轮驱动的业务格局；据2026年6月4日及6月10日投资者关系活动记录，相关AI试点项目得到客户认可，公司继续大力推广AI系列产品。 2、据2026年4月27日年报，公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，算法种类多样并可根据客户需求定制开发。 3、据2025年11月17日互动易及2026年4月27日年报，公司光纤KVMS解决方案已应用于中国载人航天工程和探月工程指挥控制中心，助力“天问一号”成功发射；分布式坐席系统已部署于某市低空飞行服务中心项目。	公司产品已应用于航空、航天等相关领域，为中国载人航天工程和探月工程的指挥控制中心提供了“光纤KVMS解决方案”，助力中国首次火星探测“天问一号”成功发射	2026-03-03\|35.31\|-2.11\|36.07\|36.38\|35.03\|16674;2026-03-04\|35.56\|0.71\|34.95\|35.80\|34.76\|12306;2026-03-05\|36.24\|1.91\|35.99\|36.76\|35.83\|10310;2026-03-06\|37.47\|3.39\|35.99\|37.60\|35.96\|15936;2026-03-09\|37.02\|-1.20\|36.90\|37.14\|36.38\|13150;2026-03-10\|38.13\|3.00\|37.65\|38.35\|37.32\|14009;2026-03-11\|38.97\|2.20\|38.26\|41.94\|37.78\|39681;2026-03-12\|38.49\|-1.23\|38.50\|38.95\|37.67\|29261;2026-03-13\|38.58\|0.23\|37.80\|40.29\|37.75\|46249;2026-03-16\|39.17\|1.53\|38.10\|39.18\|37.29\|26599;2026-03-17\|39.18\|0.03\|39.10\|39.82\|38.51\|23413;2026-03-18\|41.20\|5.16\|38.86\|41.25\|38.84\|45338;2026-03-19\|40.30\|-2.18\|40.00\|40.82\|39.51\|31920;2026-03-20\|39.68\|-1.54\|39.95\|40.45\|39.30\|18828;2026-03-23\|39.49\|-0.48\|39.03\|39.70\|38.25\|21589;2026-03-24\|40.60\|2.81\|39.88\|41.20\|39.61\|29215;2026-03-25\|41.36\|1.87\|40.60\|41.70\|40.10\|37377;2026-03-26\|37.99\|-8.15\|41.20\|41.20\|37.99\|42614;2026-03-27\|36.08\|-5.03\|37.00\|37.57\|36.00\|34033;2026-03-30\|36.98\|2.49\|35.44\|37.19\|35.03\|28486;2026-03-31\|36.06\|-2.49\|36.75\|37.60\|35.80\|24931;2026-04-01\|35.65\|-1.14\|36.60\|37.01\|35.57\|19786;2026-04-02\|35.21\|-1.23\|35.65\|35.97\|34.83\|16362;2026-04-03\|35.50\|0.82\|35.50\|35.85\|35.00\|13953;2026-04-07\|35.06\|-1.24\|35.65\|35.65\|34.77\|13024;2026-04-08\|36.20\|3.25\|35.73\|36.46\|35.50\|16822;2026-04-09\|35.80\|-1.10\|35.79\|36.00\|35.28\|14012;2026-04-10\|35.67\|-0.36\|36.00\|36.98\|35.66\|14419;2026-04-13\|35.06\|-1.71\|35.67\|36.27\|34.88\|21967;2026-04-14\|36.62\|4.45\|35.28\|37.50\|35.28\|29284;2026-04-15\|36.71\|0.25\|36.99\|37.25\|36.16\|13929;2026-04-16\|36.90\|0.52\|36.71\|37.19\|36.29\|14959;2026-04-17\|36.43\|-1.27\|36.89\|36.99\|36.01\|12402;2026-04-20\|40.07\|9.99\|36.43\|40.07\|36.43\|31400;2026-04-21\|39.37\|-1.75\|40.06\|40.28\|38.93\|43614;2026-04-22\|39.38\|0.03\|39.30\|39.69\|38.35\|30656;2026-04-23\|38.22\|-2.95\|39.38\|39.40\|38.16\|18093;2026-04-24\|38.25\|0.08\|38.10\|38.86\|37.81\|21344;2026-04-27\|38.02\|-0.60\|37.81\|38.41\|37.11\|18633;2026-04-28\|36.98\|-2.74\|38.02\|38.02\|36.60\|17663;2026-04-29\|36.98\|0.00\|36.76\|37.72\|36.66\|15399;2026-04-30\|37.01\|0.08\|36.99\|37.46\|36.87\|11296;2026-05-06\|37.06\|0.14\|37.19\|37.65\|36.82\|19163;2026-05-07\|37.49\|1.16\|37.00\|37.95\|37.00\|19931;2026-05-08\|38.15\|1.76\|37.49\|38.34\|37.09\|20880;2026-05-11\|38.09\|-0.16\|38.43\|38.44\|37.76\|17269;2026-05-12\|36.75\|-3.52\|37.85\|38.10\|36.50\|20771;2026-05-13\|36.80\|0.14\|36.77\|37.87\|35.65\|21852;2026-05-14\|36.42\|-1.03\|36.99\|37.17\|36.21\|13421;2026-05-15\|35.86\|-1.54\|36.45\|36.63\|35.66\|14122;2026-05-18\|36.05\|0.53\|35.67\|36.18\|35.60\|7880;2026-05-19\|36.33\|0.78\|36.15\|36.38\|35.58\|9467;2026-05-20\|35.70\|-1.73\|36.32\|36.32\|35.40\|9307;2026-05-21\|34.17\|-4.29\|35.80\|36.27\|34.00\|16255;2026-05-22\|35.18\|2.96\|34.48\|36.19\|33.80\|16004;2026-05-25\|36.31\|3.21\|36.19\|36.35\|35.31\|15360;2026-05-26\|35.15\|-3.19\|36.07\|36.21\|34.74\|13977;2026-05-27\|34.74\|-1.17\|35.20\|35.78\|34.64\|10419;2026-05-28\|36.10\|3.91\|34.74\|36.35\|34.50\|17573;2026-05-29\|36.79\|1.91\|36.20\|37.82\|35.63\|23393;2026-06-01\|37.95\|3.15\|37.18\|38.49\|36.62\|22918;2026-06-02\|37.05\|-2.37\|37.90\|38.15\|36.10\|20501;2026-06-03\|37.55\|1.35\|36.94\|37.95\|36.36\|15809;2026-06-04\|38.30\|2.00\|37.24\|38.68\|37.16\|24626;2026-06-05\|38.17\|-0.34\|37.92\|38.71\|37.60\|22829;2026-06-08\|37.66\|-1.34\|37.20\|38.59\|37.04\|19880;2026-06-09\|27.60\|3.41\|26.75\|27.80\|26.61\|32114;2026-06-10\|26.89\|-2.57\|27.59\|27.59\|26.41\|25934;2026-06-11\|26.30\|-2.19\|26.67\|26.69\|25.81\|18734;2026-06-12\|27.92\|6.16\|26.54\|28.93\|26.18\|76866;2026-06-15\|27.72\|-0.72\|27.66\|28.10\|27.23\|41407;2026-06-16\|28.38\|2.38\|27.45\|28.50\|26.77\|60586;2026-06-17\|27.43\|-3.35\|27.84\|28.30\|27.32\|37179;2026-06-18\|27.44\|0.04\|27.16\|28.05\|26.85\|31472;2026-06-22\|26.29\|-4.19\|27.50\|27.85\|25.79\|36521;2026-06-23\|26.21\|-0.30\|25.92\|27.07\|25.71\|26009;2026-06-24\|28.52\|8.81\|26.30\|28.83\|24.83\|83572;2026-06-25\|29.09\|2.00\|28.48\|29.87\|28.20\|79705;2026-06-26\|30.02\|3.20\|29.30\|30.78\|29.00\|71190;2026-06-29\|33.02\|9.99\|29.88\|33.02\|29.08\|93804;2026-06-30\|36.32\|9.99\|34.06\|36.32\|33.36\|34882;2026-07-01\|36.94\|1.71\|36.32\|38.30\|36.27\|154846;2026-07-02\|37.50\|1.52\|36.17\|39.46\|36.03\|100117;2026-07-03\|35.28\|-5.92\|37.51\|38.63\|33.96\|95533;2026-07-06\|35.29\|0.03\|35.96\|36.16\|34.25\|55845;2026-07-07\|38.82\|10.00\|37.30\|38.82\|37.30\|18215;2026-07-08\|42.70\|9.99\|42.70\|42.70\|42.70\|11301;2026-07-09\|45.47\|6.49\|46.89\|46.89\|40.00\|148239;2026-07-10\|47.56\|4.60\|46.10\|49.00\|45.50\|122918
117586	朱雀三号遥二可复用运载火箭完成静态点火试验	商业航天+深海系泊+索具龙头+年报扭亏行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年12月29日投资者关系活动记录表，公司可回收捕获臂、火箭地面拉索装置等已用于商业航天发射与回收环节。 2、据2025年12月29日投资者关系活动记录表，公司单股永久系泊钢丝绳、系泊纤维缆及系统配件已用于海上风电、海上养殖、海上光伏，是目前唯一具备成套系泊系统设计制造能力的企业。 3、据2026年4月10日公告披露，公司2025年营收25.7亿元，同比增长16.08%，归母净利润1743.64万元，同比扭亏为盈。	公司为商业航天地面发射提供了系统性保障，从生产组装到发射前的安装调试和转运过程都会应用到公司产品	2026-03-03\|13.84\|-9.60\|15.33\|15.40\|13.80\|1681648;2026-03-04\|14.25\|2.96\|13.73\|14.40\|13.73\|1042275;2026-03-05\|14.43\|1.26\|14.50\|14.68\|14.25\|753343;2026-03-06\|14.28\|-1.04\|14.34\|14.60\|14.14\|695327;2026-03-09\|14.18\|-0.70\|13.91\|14.24\|13.66\|743999;2026-03-10\|14.46\|1.97\|14.32\|14.65\|14.28\|738986;2026-03-11\|14.13\|-2.28\|14.66\|14.67\|14.00\|672509;2026-03-12\|13.75\|-2.69\|14.02\|14.11\|13.68\|541778;2026-03-13\|13.23\|-3.78\|13.76\|13.85\|13.20\|572780;2026-03-16\|14.19\|7.26\|13.88\|14.55\|13.39\|2445350;2026-03-17\|13.48\|-5.00\|13.82\|14.34\|13.39\|1788428;2026-03-18\|13.53\|0.37\|13.48\|13.62\|13.00\|1223762;2026-03-19\|12.88\|-4.80\|13.16\|13.24\|12.75\|870960;2026-03-20\|11.93\|-7.38\|12.65\|12.71\|11.90\|1057063;2026-03-23\|11.46\|-3.94\|11.72\|12.09\|11.34\|972531;2026-03-24\|11.88\|3.66\|11.83\|11.88\|11.47\|677406;2026-03-25\|12.01\|1.09\|12.01\|12.15\|11.89\|508424;2026-03-26\|12.23\|1.83\|12.01\|12.69\|11.82\|1606553;2026-03-27\|12.37\|1.14\|11.81\|12.65\|11.81\|1330746;2026-03-30\|13.09\|5.82\|12.32\|13.15\|12.18\|1834972;2026-03-31\|14.40\|10.01\|12.96\|14.40\|12.81\|1761553;2026-04-01\|14.26\|-0.97\|15.08\|15.38\|14.12\|3106037;2026-04-02\|13.80\|-3.23\|14.18\|14.68\|13.70\|1985940;2026-04-03\|12.78\|-7.39\|13.69\|13.78\|12.71\|1578994;2026-04-07\|12.88\|0.78\|12.73\|13.18\|12.50\|1156592;2026-04-08\|14.17\|10.02\|13.10\|14.17\|12.95\|1297300;2026-04-09\|15.59\|10.02\|14.50\|15.59\|14.50\|2726427;2026-04-10\|15.50\|-0.58\|16.00\|16.66\|15.42\|3578273;2026-04-13\|16.34\|5.42\|15.56\|16.66\|15.56\|2676106;2026-04-14\|17.15\|4.96\|16.34\|17.21\|16.01\|2893640;2026-04-15\|18.29\|6.65\|17.03\|18.71\|16.80\|2871134;2026-04-16\|18.51\|1.20\|18.01\|19.68\|17.50\|2929182;2026-04-17\|19.06\|2.97\|18.07\|19.30\|18.01\|2235985;2026-04-20\|19.47\|2.15\|19.20\|20.00\|18.80\|2775632;2026-04-21\|21.42\|10.02\|19.00\|21.42\|18.47\|2893097;2026-04-22\|20.15\|-5.93\|20.32\|21.31\|20.02\|2803435;2026-04-23\|18.96\|-5.91\|19.63\|20.25\|18.68\|2123627;2026-04-24\|19.05\|0.47\|18.78\|20.21\|18.11\|2588408;2026-04-27\|18.42\|-3.31\|18.29\|19.08\|17.49\|1715392;2026-04-28\|18.48\|0.33\|18.44\|18.94\|17.77\|1924778;2026-04-29\|18.90\|2.27\|18.13\|19.30\|18.00\|1901722;2026-04-30\|19.81\|4.81\|18.93\|20.30\|18.86\|2139427;2026-05-06\|20.11\|1.51\|19.65\|20.60\|19.40\|2101366;2026-05-07\|22.12\|9.99\|19.90\|22.12\|19.76\|2728879;2026-05-08\|22.11\|-0.05\|22.12\|24.00\|21.36\|3398478;2026-05-11\|22.17\|0.27\|21.63\|22.78\|21.47\|2614571;2026-05-12\|20.40\|-7.98\|21.83\|21.95\|20.05\|2287060;2026-05-13\|20.46\|0.29\|20.25\|21.22\|19.88\|1824760;2026-05-14\|19.91\|-2.69\|20.21\|21.00\|18.63\|2212861;2026-05-15\|19.43\|-2.41\|19.35\|20.35\|18.89\|1496834;2026-05-18\|17.49\|-9.98\|17.49\|17.49\|17.49\|73245;2026-05-19\|15.74\|-10.01\|15.74\|15.74\|15.74\|29620;2026-05-20\|14.21\|-9.72\|14.17\|15.74\|14.17\|3619351;2026-05-21\|12.79\|-9.99\|13.22\|13.59\|12.79\|2992139;2026-05-22\|13.17\|2.97\|12.64\|13.60\|12.36\|2657473;2026-05-25\|12.76\|-3.11\|13.37\|13.45\|12.45\|1934732;2026-05-26\|12.14\|-4.86\|12.53\|12.80\|12.00\|1604682;2026-05-27\|11.56\|-4.78\|12.38\|12.40\|11.46\|1216424;2026-05-28\|12.01\|3.89\|11.55\|12.09\|11.43\|1057871;2026-05-29\|11.30\|-5.91\|12.17\|12.21\|11.24\|948588;2026-06-01\|11.57\|2.39\|11.30\|11.86\|11.30\|878666;2026-06-02\|11.18\|-3.37\|11.76\|11.76\|10.91\|857012;2026-06-03\|11.28\|0.98\|11.28\|11.65\|11.13\|937870;2026-06-04\|11.05\|-2.04\|11.21\|11.39\|10.99\|621269;2026-06-05\|11.10\|0.45\|11.10\|11.38\|10.70\|889763;2026-06-08\|11.66\|5.04\|10.76\|12.21\|10.69\|2073439;2026-06-09\|10.80\|-7.38\|11.63\|11.63\|10.57\|1687033;2026-06-10\|10.26\|-5.00\|10.64\|10.95\|10.12\|1259297;2026-06-11\|9.98\|-2.73\|10.15\|10.25\|9.90\|964697;2026-06-12\|10.17\|1.90\|10.18\|10.39\|9.92\|922108;2026-06-15\|10.28\|1.08\|10.22\|10.34\|10.10\|664222;2026-06-16\|10.42\|1.36\|10.48\|10.60\|10.18\|622461;2026-06-17\|10.26\|-1.54\|10.50\|10.65\|10.18\|681609;2026-06-18\|9.97\|-2.83\|10.32\|10.32\|9.95\|600769;2026-06-22\|9.73\|-2.41\|9.97\|9.99\|9.47\|721006;2026-06-23\|9.46\|-2.77\|9.73\|9.82\|9.36\|561717;2026-06-24\|9.98\|5.50\|9.37\|10.30\|9.08\|1223294;2026-06-25\|9.55\|-4.31\|9.96\|10.74\|9.50\|1246676;2026-06-26\|9.65\|1.05\|9.74\|9.92\|9.27\|1030695;2026-06-29\|10.62\|10.05\|10.12\|10.62\|9.79\|1385986;2026-06-30\|10.51\|-1.04\|10.75\|10.91\|10.43\|1977427;2026-07-01\|11.25\|7.04\|10.61\|11.56\|10.38\|2143600;2026-07-02\|11.55\|2.67\|11.25\|11.86\|11.03\|2022462;2026-07-03\|10.96\|-5.11\|11.57\|11.88\|10.81\|1785265;2026-07-06\|10.10\|-7.85\|11.29\|11.79\|10.08\|1615233;2026-07-07\|10.10\|0.00\|10.05\|10.75\|9.92\|1430029;2026-07-08\|9.59\|-5.05\|9.94\|10.24\|9.56\|1086773;2026-07-09\|10.06\|4.90\|9.74\|10.24\|9.46\|1292074;2026-07-10\|11.07\|10.04\|10.26\|11.07\|10.10\|1715128
117585	MPO、FAU、CPO等行业新技术受关注	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，此前公司联合字节跳动、是德科技共同进行了基于51.2Tbps交换机满配800G LPO光模块的蛇形打流测试	2026-03-03\|85.22\|-6.37\|90.89\|90.89\|84.91\|77177;2026-03-04\|84.62\|-0.70\|84.25\|88.74\|84.10\|64778;2026-03-05\|85.68\|1.25\|87.90\|88.17\|84.00\|64664;2026-03-06\|85.00\|-0.79\|85.05\|86.93\|84.05\|42169;2026-03-09\|82.64\|-2.78\|83.50\|84.00\|77.00\|89672;2026-03-10\|88.31\|6.86\|84.26\|89.20\|84.21\|108505;2026-03-11\|93.64\|6.04\|88.30\|96.76\|87.25\|184247;2026-03-12\|96.60\|3.16\|93.17\|100.98\|92.65\|167427;2026-03-13\|91.94\|-4.82\|95.19\|95.54\|91.40\|97831;2026-03-16\|89.32\|-2.85\|91.87\|92.11\|87.65\|67672;2026-03-17\|81.82\|-8.40\|90.00\|90.21\|81.70\|110455;2026-03-18\|89.84\|9.80\|82.60\|91.00\|81.24\|130671;2026-03-19\|88.67\|-1.30\|87.95\|92.88\|87.00\|89880;2026-03-20\|85.60\|-3.46\|89.95\|91.76\|85.51\|94624;2026-03-23\|80.07\|-6.46\|83.63\|85.60\|79.19\|85002;2026-03-24\|81.93\|2.32\|80.97\|82.74\|78.83\|89927;2026-03-25\|85.40\|4.24\|83.27\|87.29\|83.27\|90092;2026-03-26\|82.48\|-3.42\|84.46\|86.70\|81.71\|67639;2026-03-27\|82.06\|-0.51\|81.22\|83.94\|79.41\|78696;2026-03-30\|79.71\|-2.86\|77.70\|80.49\|76.13\|102458;2026-03-31\|76.56\|-3.95\|79.04\|79.95\|76.09\|75302;2026-04-01\|81.55\|6.52\|78.58\|82.70\|78.50\|91732;2026-04-02\|80.34\|-1.48\|81.13\|83.93\|79.15\|68975;2026-04-03\|80.63\|0.36\|81.00\|82.48\|80.34\|61381;2026-04-07\|85.80\|6.41\|80.66\|87.00\|80.60\|126522;2026-04-08\|92.35\|7.63\|87.33\|92.50\|86.10\|160503;2026-04-09\|92.11\|-0.26\|89.60\|93.16\|89.60\|90745;2026-04-10\|90.44\|-1.81\|92.30\|92.80\|90.32\|84822;2026-04-13\|92.26\|2.01\|89.46\|94.88\|89.11\|86988;2026-04-14\|92.96\|0.76\|92.51\|93.99\|91.01\|77226;2026-04-15\|93.52\|0.60\|93.01\|96.50\|92.41\|119758;2026-04-16\|95.55\|2.17\|93.27\|97.50\|93.01\|105574;2026-04-17\|95.97\|0.44\|94.33\|98.00\|93.98\|92912;2026-04-20\|99.53\|3.71\|96.50\|100.37\|95.81\|133416;2026-04-21\|92.99\|-6.57\|93.10\|93.53\|89.00\|154062;2026-04-22\|95.74\|2.96\|92.82\|98.00\|91.50\|125071;2026-04-23\|92.30\|-3.59\|96.00\|96.62\|91.80\|92752;2026-04-24\|100.60\|8.99\|92.30\|102.50\|89.00\|175959;2026-04-27\|98.98\|-1.61\|100.67\|101.96\|96.75\|127907;2026-04-28\|93.18\|-5.86\|98.00\|98.95\|92.50\|104857;2026-04-29\|91.55\|-1.75\|91.81\|95.58\|91.52\|106564;2026-04-30\|92.92\|1.50\|92.03\|96.33\|89.05\|119513;2026-05-06\|101.62\|9.36\|96.01\|103.64\|96.01\|176661;2026-05-07\|99.00\|-2.58\|102.03\|102.04\|98.82\|116946;2026-05-08\|99.38\|0.38\|98.40\|100.92\|96.90\|101550;2026-05-11\|102.30\|2.94\|101.15\|105.42\|98.58\|132175;2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189;2026-07-10\|103.61\|-5.10\|108.10\|114.99\|103.60\|401749
117584	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：分布式光纤传感龙头，MPO/CPO技术升级带动光通信设备需求提升；涨停缘由：国内海缆监控市占率第一，国家电网/南方电网及海上风电项目持续中标；MPO、FAU、CPO等光互联新技术加速商用，光纤传感需求同步增长；资金逻辑：光通信板块受新技术催化活跃度提升，主力资金布局高壁垒、高确定性细分龙头；风险提示：主业集中于电网及海风领域，下游资本开支节奏变化可能影响订单稳定性	公司分布式光纤传感系统已规模用于国家电网、南方电网及海上风电海缆监控，国内海缆监控市占率第一，技术壁垒高	2026-03-03\|33.42\|-1.82\|33.94\|34.78\|33.29\|28582;2026-03-04\|31.35\|-6.19\|32.51\|33.59\|30.59\|31749;2026-03-05\|31.88\|1.69\|31.60\|32.71\|31.50\|19216;2026-03-06\|32.60\|2.26\|31.99\|32.94\|31.63\|15138;2026-03-09\|33.60\|3.07\|31.90\|33.90\|31.58\|25795;2026-03-10\|34.61\|3.01\|33.95\|34.88\|33.55\|13765;2026-03-11\|35.48\|2.51\|34.70\|35.89\|34.53\|21222;2026-03-12\|34.83\|-1.83\|35.45\|35.83\|33.89\|24157;2026-03-13\|35.26\|1.23\|35.30\|36.50\|34.50\|19239;2026-03-16\|34.44\|-2.33\|35.03\|35.35\|33.89\|21451;2026-03-17\|33.22\|-3.54\|34.57\|34.81\|33.20\|12353;2026-03-18\|34.30\|3.25\|33.33\|34.43\|33.08\|11693;2026-03-19\|32.86\|-4.20\|33.65\|34.20\|32.62\|11915;2026-03-20\|31.36\|-4.56\|33.30\|33.38\|31.32\|16682;2026-03-23\|28.70\|-8.48\|31.36\|31.36\|28.35\|23495;2026-03-24\|30.63\|6.72\|29.30\|30.80\|28.93\|16177;2026-03-25\|31.35\|2.35\|30.78\|31.78\|30.63\|11006;2026-03-26\|31.78\|1.37\|31.50\|31.90\|30.69\|13915;2026-03-27\|32.77\|3.12\|31.65\|33.07\|31.04\|17882;2026-03-30\|35.65\|8.79\|32.80\|35.77\|32.01\|22459;2026-03-31\|34.53\|-3.14\|36.01\|36.01\|33.72\|22778;2026-04-01\|35.00\|1.36\|35.02\|35.49\|34.02\|12733;2026-04-02\|34.66\|-0.97\|35.20\|35.56\|34.40\|10992;2026-04-03\|34.60\|-0.17\|34.64\|35.44\|34.30\|12218;2026-04-07\|35.87\|3.67\|34.73\|36.33\|34.32\|20702;2026-04-08\|36.71\|2.34\|36.59\|36.71\|35.40\|21748;2026-04-09\|38.78\|5.64\|36.72\|40.31\|36.59\|34776;2026-04-10\|37.72\|-2.73\|39.42\|39.42\|33.00\|27483;2026-04-13\|40.28\|6.79\|38.30\|41.49\|36.30\|29668;2026-04-14\|41.48\|2.98\|40.21\|42.60\|39.65\|32622;2026-04-15\|40.00\|-3.57\|41.87\|41.87\|39.79\|20715;2026-04-16\|40.29\|0.72\|40.00\|40.92\|39.75\|15802;2026-04-17\|41.26\|2.41\|40.30\|42.46\|40.22\|21393;2026-04-20\|44.03\|6.71\|40.50\|44.50\|40.50\|29454;2026-04-21\|46.87\|6.45\|43.00\|46.96\|43.00\|31656;2026-04-22\|47.50\|1.34\|46.50\|48.48\|46.00\|25315;2026-04-23\|46.90\|-1.26\|47.97\|48.04\|46.31\|18933;2026-04-24\|44.68\|-4.73\|46.43\|47.22\|44.25\|27848;2026-04-27\|46.47\|4.01\|44.64\|47.64\|44.40\|24415;2026-04-28\|44.33\|-4.61\|47.00\|47.00\|43.96\|18818;2026-04-29\|44.55\|0.50\|43.89\|45.35\|43.70\|17099;2026-04-30\|46.38\|4.11\|47.23\|47.70\|44.62\|22347;2026-05-06\|47.36\|2.11\|46.52\|49.10\|45.00\|29292;2026-05-07\|48.18\|1.73\|47.36\|48.73\|47.06\|20391;2026-05-08\|46.00\|-4.52\|47.25\|48.00\|45.21\|22918;2026-05-11\|50.10\|8.91\|47.00\|52.18\|46.40\|36978;2026-05-12\|49.22\|-1.76\|50.50\|50.50\|48.24\|27586;2026-05-13\|47.60\|-3.29\|48.90\|51.96\|47.48\|21531;2026-05-14\|47.17\|-0.90\|47.69\|49.36\|46.50\|19598;2026-05-15\|46.30\|-1.84\|47.23\|47.57\|45.68\|13790;2026-05-18\|47.22\|1.99\|46.75\|47.80\|45.79\|13102;2026-05-19\|46.53\|-1.46\|47.83\|47.83\|45.50\|11217;2026-05-20\|46.74\|0.45\|46.30\|46.97\|45.81\|10252;2026-05-21\|46.15\|-1.26\|47.25\|48.92\|45.99\|18704;2026-05-22\|49.09\|6.37\|47.00\|49.98\|46.00\|17728;2026-05-25\|46.60\|-5.07\|49.31\|52.88\|46.00\|27767;2026-05-26\|46.68\|0.17\|46.32\|47.96\|42.03\|21633;2026-05-27\|46.44\|-0.51\|45.98\|46.80\|44.33\|16822;2026-05-28\|47.13\|1.49\|47.37\|47.37\|44.60\|16921;2026-05-29\|47.25\|0.25\|47.14\|48.86\|45.20\|15575;2026-06-01\|46.65\|-1.27\|45.65\|47.67\|45.40\|13573;2026-06-02\|45.32\|-2.85\|45.71\|47.47\|44.74\|12688;2026-06-03\|45.07\|-0.55\|45.33\|45.96\|43.85\|13668;2026-06-04\|44.10\|-2.15\|43.00\|45.26\|43.00\|6732;2026-06-05\|42.66\|-3.27\|44.11\|44.28\|41.50\|15443;2026-06-08\|38.67\|-9.35\|40.00\|43.87\|37.60\|24845;2026-06-09\|38.88\|0.54\|40.00\|40.47\|38.22\|21888;2026-06-10\|38.28\|-1.54\|39.26\|40.64\|36.80\|17273;2026-06-11\|40.61\|6.09\|38.24\|42.43\|36.87\|27951;2026-06-12\|40.85\|0.59\|41.99\|42.23\|39.75\|22007;2026-06-15\|41.20\|0.86\|40.70\|41.50\|39.56\|17527;2026-06-16\|46.60\|13.11\|41.50\|46.60\|41.00\|29958;2026-06-17\|47.50\|1.93\|46.04\|48.25\|45.00\|23784;2026-06-18\|51.81\|9.07\|46.49\|52.14\|46.49\|33054;2026-06-22\|52.94\|2.18\|51.50\|54.71\|49.00\|33971;2026-06-23\|53.88\|1.78\|52.00\|54.47\|50.52\|32096;2026-06-24\|52.46\|-2.64\|54.00\|54.07\|51.00\|27617;2026-06-25\|53.39\|1.77\|51.94\|53.47\|50.81\|21846;2026-06-26\|54.55\|2.17\|52.80\|57.99\|52.58\|29628;2026-06-29\|61.78\|13.25\|55.41\|61.90\|54.81\|50199;2026-06-30\|66.99\|8.43\|63.00\|68.68\|59.62\|51918;2026-07-01\|66.99\|0.00\|66.84\|69.46\|65.00\|37620;2026-07-02\|64.22\|-4.13\|67.07\|70.80\|64.10\|45006;2026-07-03\|63.48\|-1.15\|62.20\|69.60\|58.90\|71615;2026-07-06\|59.94\|-5.58\|62.25\|66.60\|59.11\|49959;2026-07-07\|56.33\|-6.02\|60.25\|60.50\|56.00\|32150;2026-07-08\|57.22\|1.58\|57.02\|58.85\|53.60\|23503;2026-07-09\|62.53\|9.28\|57.82\|62.57\|56.90\|33226;2026-07-10\|54.07\|-13.53\|62.72\|64.99\|52.19\|5764304
117583	MPO、FAU、CPO等行业新技术受关注	解禁落地+AI算力+高速连接器+绵阳国资 1、据证券时报2026年6月28日报道及公司公告，华丰科技于2026年6月29日迎来约2.79亿股首发原股东限售股解禁，占总股本59.63%，解禁市值超400亿元。市场预期大规模解禁压力落地后，资金博弈顾虑消除，推动股价表现。 2、据公司2026年4月28日公告，2026年一季度公司实现营业收入6.33亿元，同比增长56.15%；归母净利润1.05亿元，同比增长230.43%，业绩高增主要系AI服务器建设需求增长带动高速产品渗透率提升。 3、据公司2026年6月16日互动易，公司是华为高速背板连接器核心供应商，高速背板连接器及高速线模组广泛用于AI数据中心高端服务器等领域，紧抓算力硬件升级机遇；据证券日报2026年6月26日报道，公司112Gbps高速连接器已大批量生产，日产能达800只以上。 4、据公司2026年6月16日公告，公司控股股东为四川长虹电子控股集团，实际控制人为绵阳市国有资产监督管理委员会，具备国有企业背景。	公司主营光连接器和光模块，华为公司重要客户之一	2026-03-03\|116.94\|-8.98\|127.00\|129.07\|115.66\|315946;2026-03-04\|117.70\|0.65\|114.46\|123.63\|114.46\|250746;2026-03-05\|115.15\|-2.17\|121.35\|121.44\|113.53\|261210;2026-03-06\|117.36\|1.92\|114.90\|117.80\|112.72\|197077;2026-03-09\|111.96\|-4.60\|110.00\|114.30\|104.80\|252524;2026-03-10\|116.11\|3.71\|115.00\|117.00\|113.38\|210574;2026-03-11\|117.23\|0.96\|116.00\|124.20\|115.33\|264709;2026-03-12\|109.68\|-6.44\|116.78\|119.30\|108.22\|255717;2026-03-13\|106.55\|-2.85\|109.66\|109.66\|105.62\|146557;2026-03-16\|107.04\|0.46\|106.00\|107.39\|102.47\|156891;2026-03-17\|102.10\|-4.62\|108.50\|108.95\|101.99\|132941;2026-03-18\|110.01\|7.75\|104.15\|110.93\|102.90\|198190;2026-03-19\|107.31\|-2.45\|105.50\|109.68\|105.50\|154531;2026-03-20\|109.94\|2.45\|109.00\|113.86\|104.82\|246916;2026-03-23\|109.00\|-0.85\|104.00\|113.00\|104.00\|242784;2026-03-24\|109.90\|0.83\|110.71\|110.99\|102.47\|210011;2026-03-25\|109.89\|-0.01\|111.00\|115.53\|109.71\|228824;2026-03-26\|103.10\|-6.18\|107.07\|108.71\|102.57\|180806;2026-03-27\|109.09\|5.81\|100.00\|109.80\|99.20\|180371;2026-03-30\|107.88\|-1.11\|105.01\|109.99\|103.60\|159677;2026-03-31\|103.28\|-4.26\|107.96\|109.00\|103.07\|126193;2026-04-01\|111.35\|7.81\|107.00\|111.50\|105.33\|222032;2026-04-02\|107.21\|-3.72\|110.66\|111.60\|106.73\|141181;2026-04-03\|115.59\|7.82\|109.38\|116.75\|108.00\|240140;2026-04-07\|116.74\|0.99\|117.98\|122.86\|116.66\|220814;2026-04-08\|126.58\|8.43\|124.76\|127.51\|121.82\|245384;2026-04-09\|126.81\|0.18\|123.43\|129.40\|123.42\|183633;2026-04-10\|125.57\|-0.98\|127.00\|129.08\|124.34\|176735;2026-04-13\|124.53\|-0.83\|123.32\|127.47\|123.04\|149341;2026-04-14\|127.50\|2.38\|126.64\|129.60\|120.53\|255695;2026-04-15\|131.98\|3.51\|129.97\|135.58\|124.22\|294692;2026-04-16\|131.88\|-0.08\|134.13\|138.58\|129.40\|260512;2026-04-17\|136.40\|3.43\|129.00\|138.48\|129.00\|215634;2026-04-20\|138.50\|1.54\|143.00\|147.28\|136.76\|274277;2026-04-21\|138.50\|0.00\|137.13\|139.09\|131.57\|175177;2026-04-22\|134.00\|-3.25\|137.00\|140.60\|125.82\|356360;2026-04-23\|128.75\|-3.92\|134.88\|137.42\|126.40\|258585;2026-04-24\|141.67\|10.04\|129.56\|146.00\|124.73\|435153;2026-04-27\|136.02\|-3.99\|139.00\|141.00\|134.00\|339118;2026-04-28\|129.05\|-5.12\|136.99\|137.81\|128.00\|236980;2026-04-29\|127.16\|-1.46\|127.00\|129.58\|125.05\|196839;2026-04-30\|136.20\|7.11\|129.10\|138.85\|123.51\|337748;2026-05-06\|139.82\|2.66\|142.00\|148.50\|138.88\|319934;2026-05-07\|142.04\|1.59\|141.00\|143.16\|136.02\|237971;2026-05-08\|136.54\|-3.87\|138.02\|139.40\|135.26\|243720;2026-05-11\|139.51\|2.18\|138.88\|142.86\|133.50\|255082;2026-05-12\|135.12\|-3.15\|138.20\|138.96\|133.20\|219775;2026-05-13\|136.80\|1.24\|132.79\|138.99\|131.01\|241174;2026-05-14\|131.20\|-4.09\|138.84\|138.88\|131.05\|192687;2026-05-15\|126.20\|-3.81\|130.20\|131.95\|123.60\|198599;2026-05-18\|131.80\|4.44\|128.00\|136.77\|127.99\|215714;2026-05-19\|147.24\|11.71\|133.00\|148.00\|127.51\|351064;2026-05-20\|146.35\|-0.60\|145.99\|149.07\|144.11\|241363;2026-05-21\|134.06\|-8.40\|148.00\|149.33\|133.00\|229978;2026-05-22\|141.03\|5.20\|135.55\|142.88\|133.23\|213296;2026-05-25\|153.92\|9.14\|148.33\|159.80\|148.00\|314058;2026-05-26\|146.85\|-4.59\|153.59\|154.99\|144.18\|228963;2026-05-27\|144.52\|-1.59\|151.00\|157.13\|143.02\|216823;2026-05-28\|152.20\|5.31\|144.57\|156.50\|143.06\|228910;2026-05-29\|141.94\|-6.74\|151.65\|152.64\|136.31\|264702;2026-06-01\|131.04\|-7.68\|140.00\|140.00\|130.67\|173315;2026-06-02\|137.90\|5.24\|133.00\|141.21\|131.01\|183427;2026-06-03\|135.84\|-1.49\|140.05\|143.50\|133.02\|203010;2026-06-04\|139.38\|2.61\|131.11\|142.19\|131.11\|190695;2026-06-05\|134.96\|-3.17\|139.35\|144.80\|134.21\|207616;2026-06-08\|123.80\|-8.27\|127.00\|131.20\|123.36\|180855;2026-06-09\|128.98\|4.18\|126.27\|129.97\|124.06\|136567;2026-06-10\|139.91\|8.47\|132.00\|144.45\|127.20\|271184;2026-06-11\|142.00\|1.49\|137.10\|145.50\|137.00\|238675;2026-06-12\|140.60\|-0.99\|145.01\|149.80\|140.00\|194038;2026-06-15\|150.79\|7.25\|142.98\|151.00\|139.00\|190400;2026-06-16\|147.44\|-2.22\|148.51\|151.99\|145.50\|169012;2026-06-17\|157.05\|6.52\|147.44\|158.68\|145.38\|207562;2026-06-18\|158.00\|0.60\|155.70\|162.98\|153.78\|190641;2026-06-22\|147.59\|-6.59\|162.00\|165.13\|143.57\|303053;2026-06-23\|144.18\|-2.31\|149.01\|151.13\|142.30\|172609;2026-06-24\|148.91\|3.28\|143.90\|152.43\|143.50\|205009;2026-06-25\|153.88\|3.34\|149.28\|154.95\|146.18\|231670;2026-06-26\|144.82\|-5.89\|150.00\|153.20\|144.15\|178198;2026-06-29\|171.00\|18.08\|152.00\|173.78\|152.00\|417644;2026-06-30\|187.51\|9.65\|174.52\|191.80\|170.58\|310476;2026-07-01\|180.55\|-3.71\|189.00\|191.37\|178.13\|214661;2026-07-02\|179.40\|-0.64\|179.65\|192.60\|178.18\|295205;2026-07-03\|180.00\|0.33\|186.40\|191.00\|180.00\|231464;2026-07-06\|201.26\|11.81\|186.47\|212.58\|183.30\|338580;2026-07-07\|199.40\|-0.92\|200.51\|212.00\|196.00\|241105;2026-07-08\|205.98\|3.30\|209.99\|217.95\|204.13\|260470;2026-07-09\|209.68\|1.80\|205.00\|209.88\|194.00\|268416;2026-07-10\|202.00\|-3.66\|220.00\|228.16\|201.35\|27909134
117582	MPO、FAU、CPO等行业新技术受关注	800G光模块+AI算力+武汉国资行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	据央视财经报道，今年以来，公司旗下核心子公司华工正源800G以上光模块出口同比增长超过100倍	2026-03-03\|95.83\|0.91\|97.81\|100.80\|94.84\|1320724;2026-03-04\|101.55\|5.97\|93.85\|103.48\|93.85\|1173658;2026-03-05\|106.61\|4.98\|105.00\|111.71\|99.55\|1552322;2026-03-06\|114.78\|7.66\|106.75\|116.09\|106.00\|1296931;2026-03-09\|118.60\|3.33\|112.00\|119.78\|108.50\|1356589;2026-03-10\|123.51\|4.14\|119.49\|124.00\|116.55\|1137800;2026-03-11\|134.88\|9.21\|122.99\|135.69\|122.90\|1258825;2026-03-12\|127.90\|-5.17\|133.74\|141.41\|123.50\|2098116;2026-03-13\|118.69\|-7.20\|125.30\|126.80\|118.59\|1602099;2026-03-16\|117.21\|-1.25\|118.74\|119.79\|112.88\|1216256;2026-03-17\|111.12\|-5.20\|117.99\|119.60\|110.80\|1131089;2026-03-18\|114.78\|3.29\|114.34\|116.20\|111.74\|984100;2026-03-19\|119.99\|4.54\|113.24\|122.51\|113.24\|1240602;2026-03-20\|116.08\|-3.26\|123.09\|125.76\|116.00\|1466542;2026-03-23\|113.34\|-2.36\|111.30\|118.08\|111.30\|955362;2026-03-24\|112.00\|-1.18\|113.54\|115.15\|105.55\|1168697;2026-03-25\|115.74\|3.34\|113.66\|118.44\|113.50\|1034754;2026-03-26\|105.35\|-8.98\|106.17\|109.63\|104.60\|1387121;2026-03-27\|109.50\|3.94\|103.18\|111.24\|103.18\|980082;2026-03-30\|106.95\|-2.33\|109.00\|110.50\|105.57\|593604;2026-03-31\|103.50\|-3.23\|105.80\|106.65\|102.11\|581704;2026-04-01\|104.74\|1.20\|106.61\|106.80\|103.19\|517064;2026-04-02\|100.34\|-4.20\|104.05\|105.40\|99.87\|594418;2026-04-03\|103.54\|3.19\|102.40\|105.84\|101.66\|685146;2026-04-07\|104.20\|0.64\|104.88\|108.50\|103.26\|571042;2026-04-08\|110.41\|5.96\|108.00\|110.46\|106.11\|915632;2026-04-09\|114.93\|4.09\|108.21\|117.85\|107.77\|1112309;2026-04-10\|115.92\|0.86\|117.00\|117.68\|113.90\|1004298;2026-04-13\|125.16\|7.97\|114.86\|125.20\|114.86\|1117461;2026-04-14\|120.63\|-3.62\|120.00\|124.34\|118.00\|1412244;2026-04-15\|112.30\|-6.91\|120.39\|120.39\|110.60\|1347892;2026-04-16\|112.32\|0.02\|109.90\|113.80\|107.85\|802533;2026-04-17\|116.68\|3.88\|113.00\|117.58\|112.79\|954008;2026-04-20\|114.98\|-1.46\|115.18\|118.20\|113.70\|927997;2026-04-21\|116.28\|1.13\|113.00\|117.08\|112.56\|696624;2026-04-22\|120.95\|4.02\|115.48\|121.33\|115.23\|1059522;2026-04-23\|117.65\|-2.73\|121.93\|123.50\|116.00\|1006280;2026-04-24\|115.32\|-1.98\|115.00\|117.35\|113.03\|693970;2026-04-27\|118.79\|3.01\|116.10\|121.25\|116.00\|901737;2026-04-28\|115.59\|-2.69\|118.50\|119.25\|114.38\|655538;2026-04-29\|119.04\|2.98\|114.39\|120.50\|114.39\|832806;2026-04-30\|119.53\|0.41\|119.11\|120.97\|115.00\|920208;2026-05-06\|125.19\|4.74\|123.01\|129.44\|121.66\|1088860;2026-05-07\|133.50\|6.64\|125.79\|134.52\|123.80\|1066791;2026-05-08\|136.69\|2.39\|130.79\|136.90\|129.28\|1057049;2026-05-11\|147.56\|7.95\|139.98\|148.78\|139.93\|1053847;2026-05-12\|144.16\|-2.30\|146.98\|150.50\|144.00\|990431;2026-05-13\|142.10\|-1.43\|140.00\|143.62\|136.80\|976177;2026-05-14\|137.40\|-3.31\|143.88\|146.20\|137.35\|905534;2026-05-15\|133.98\|-2.49\|138.10\|142.98\|130.26\|886672;2026-05-18\|147.38\|10.00\|137.53\|147.38\|137.03\|676805;2026-05-19\|158.40\|7.48\|151.06\|159.69\|147.28\|1422733;2026-05-20\|163.42\|3.17\|158.41\|170.88\|158.41\|1306426;2026-05-21\|153.96\|-5.79\|164.01\|165.80\|152.99\|1211819;2026-05-22\|156.31\|1.53\|155.55\|159.14\|153.60\|908112;2026-05-25\|171.94\|10.00\|157.00\|171.94\|155.50\|1090618;2026-05-26\|170.32\|-0.94\|171.94\|175.80\|165.96\|1116062;2026-05-27\|159.88\|-6.13\|166.95\|170.99\|159.00\|1070289;2026-05-28\|165.63\|3.60\|158.01\|167.10\|155.71\|815956;2026-05-29\|151.92\|-8.28\|166.34\|166.34\|150.28\|1057532;2026-06-01\|143.07\|-5.83\|154.90\|154.92\|142.58\|850159;2026-06-02\|149.25\|4.32\|144.80\|151.36\|141.22\|775330;2026-06-03\|154.39\|3.44\|153.98\|160.68\|150.70\|1014860;2026-06-04\|158.36\|2.57\|150.01\|161.09\|150.01\|764054;2026-06-05\|157.20\|-0.73\|156.30\|165.87\|155.86\|921741;2026-06-08\|148.85\|-5.31\|146.00\|154.78\|146.00\|687510;2026-06-09\|155.53\|4.49\|152.62\|155.79\|149.02\|649279;2026-06-10\|149.00\|-4.20\|152.80\|153.13\|147.01\|524023;2026-06-11\|150.50\|1.01\|148.01\|152.50\|147.13\|491338;2026-06-12\|151.01\|0.51\|155.01\|155.58\|151.01\|627813;2026-06-15\|160.98\|6.60\|152.98\|160.99\|147.01\|769126;2026-06-16\|164.00\|1.88\|161.00\|166.66\|159.08\|776303;2026-06-17\|170.51\|3.97\|161.65\|172.80\|161.00\|771903;2026-06-18\|177.55\|4.13\|169.11\|181.57\|168.72\|780774;2026-06-22\|174.67\|-1.62\|180.91\|181.05\|169.46\|905966;2026-06-23\|163.66\|-6.30\|172.79\|172.79\|162.51\|766124;2026-06-24\|167.89\|2.58\|162.00\|168.00\|161.30\|548837;2026-06-25\|173.58\|3.39\|168.78\|174.34\|165.40\|608961;2026-06-26\|160.94\|-7.28\|171.00\|171.87\|160.00\|667932;2026-06-29\|177.03\|10.00\|172.00\|177.03\|169.26\|1141374;2026-06-30\|184.61\|4.28\|179.00\|187.66\|173.03\|1090497;2026-07-01\|173.55\|-5.99\|184.00\|187.66\|171.80\|905333;2026-07-02\|156.20\|-10.00\|164.84\|164.84\|156.20\|809448;2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614
117581	报道称特斯拉已开始推进人形机器人Optimus 3量产	涨停揭秘：积极拓展人形机器人零部件领域，AI5芯片流片成功强化产业链信心；涨停缘由：公司正积极拓展人形机器人零部件业务，聚焦高精度传动与结构件开发；马斯克宣布下一代AI5芯片已完成流片，将成为特斯拉自动驾驶与人形机器人核心算力平台，带动上游零部件关注度提升；公司具备精密模具与结构件一体化制造能力，客户覆盖消费电子与汽车电子头部厂商；技术面突破年线，量能温和放大；资金逻辑：游资主导拉升，单日换手率15.3%，主力资金净流入超2100万元，呈现低位吸筹后快速启动特征；风险提示：人形机器人零部件尚处早期开发阶段，暂无批量订单，客户认证周期较长，短期业绩贡献有限	公司正积极拓展人形机器人零部件领域	2026-03-03\|23.80\|-6.63\|25.86\|25.86\|23.80\|129027;2026-03-04\|23.40\|-1.68\|23.23\|24.18\|23.23\|70240;2026-03-05\|23.37\|-0.13\|23.80\|24.06\|23.25\|59871;2026-03-06\|24.08\|3.04\|23.41\|24.68\|23.00\|96053;2026-03-09\|23.04\|-4.32\|23.52\|23.56\|22.40\|104316;2026-03-10\|24.08\|4.51\|23.38\|24.26\|23.38\|68086;2026-03-11\|24.07\|-0.04\|24.09\|24.75\|23.95\|88100;2026-03-12\|25.27\|4.99\|26.00\|26.20\|24.75\|243884;2026-03-13\|25.19\|-0.32\|25.27\|25.83\|24.91\|144618;2026-03-16\|26.89\|6.75\|25.41\|27.09\|25.40\|212038;2026-03-17\|26.11\|-2.90\|26.87\|27.18\|26.02\|126402;2026-03-18\|27.36\|4.79\|26.22\|27.45\|26.11\|171643;2026-03-19\|26.78\|-2.12\|26.90\|27.28\|26.55\|116204;2026-03-20\|25.86\|-3.44\|26.85\|27.15\|25.80\|118786;2026-03-23\|25.82\|-0.15\|25.20\|26.35\|25.09\|157329;2026-03-24\|26.80\|3.80\|26.08\|27.15\|25.92\|190983;2026-03-25\|27.38\|2.16\|26.82\|27.63\|26.80\|155382;2026-03-26\|26.91\|-1.72\|27.27\|27.54\|26.67\|106809;2026-03-27\|26.52\|-1.45\|26.45\|27.40\|25.92\|130260;2026-03-30\|25.75\|-2.90\|26.25\|26.95\|25.75\|115092;2026-03-31\|24.50\|-4.85\|25.69\|25.80\|24.30\|139614;2026-04-01\|25.25\|3.06\|25.24\|25.62\|25.02\|102770;2026-04-02\|25.00\|-0.99\|25.27\|26.22\|24.76\|126944;2026-04-03\|24.01\|-3.96\|25.00\|25.20\|23.62\|105709;2026-04-07\|24.45\|1.83\|24.20\|24.79\|24.10\|67421;2026-04-08\|26.24\|7.32\|25.08\|26.30\|25.08\|124935;2026-04-09\|26.75\|1.94\|25.85\|27.27\|25.60\|146454;2026-04-10\|26.25\|-1.87\|27.05\|27.30\|25.80\|242389;2026-04-13\|26.20\|-0.19\|25.86\|26.65\|25.82\|117652;2026-04-14\|26.90\|2.67\|26.30\|27.09\|26.30\|121340;2026-04-15\|26.34\|-2.08\|27.15\|27.19\|26.27\|105319;2026-04-16\|29.20\|10.86\|26.69\|29.80\|26.56\|336821;2026-04-17\|31.20\|6.85\|29.50\|31.89\|29.33\|375234;2026-04-20\|31.34\|0.45\|31.50\|33.15\|30.81\|402899;2026-04-21\|30.50\|-2.68\|31.26\|31.38\|29.12\|215550;2026-04-22\|23.64\|8.89\|21.65\|24.20\|21.21\|454976;2026-04-23\|23.56\|-0.34\|23.68\|24.07\|22.80\|360881;2026-04-24\|23.10\|-1.95\|23.40\|23.97\|22.63\|244103;2026-04-27\|23.31\|0.91\|23.30\|23.60\|22.47\|188636;2026-04-28\|22.96\|-1.50\|23.29\|23.96\|22.60\|223111;2026-04-29\|23.26\|1.31\|22.95\|23.51\|21.91\|287986;2026-04-30\|23.73\|2.02\|23.26\|24.13\|22.60\|261390;2026-05-06\|23.88\|0.63\|24.09\|24.35\|23.69\|245022;2026-05-07\|25.36\|6.20\|23.86\|25.65\|23.71\|266729;2026-05-08\|26.11\|2.96\|25.05\|26.90\|25.05\|317211;2026-05-11\|25.76\|-1.34\|26.60\|27.42\|25.50\|295404;2026-05-12\|24.88\|-3.42\|25.70\|26.00\|24.69\|243917;2026-05-13\|24.80\|-0.32\|24.58\|26.86\|24.50\|406408;2026-05-14\|24.80\|0.00\|25.04\|25.89\|24.70\|284665;2026-05-15\|25.30\|2.02\|25.00\|25.68\|24.20\|299788;2026-05-18\|25.76\|1.82\|25.30\|26.18\|24.98\|278222;2026-05-19\|25.65\|-0.43\|25.70\|26.02\|25.10\|196204;2026-05-20\|25.48\|-0.66\|25.66\|25.90\|25.05\|175943;2026-05-21\|24.89\|-2.32\|25.77\|26.03\|24.60\|236068;2026-05-22\|24.92\|0.12\|24.89\|25.07\|24.08\|210335;2026-05-25\|24.75\|-0.68\|25.25\|25.79\|24.38\|169370;2026-05-26\|24.48\|-1.09\|24.60\|24.94\|23.82\|206960;2026-05-27\|23.67\|-3.31\|24.41\|24.94\|23.46\|229224;2026-05-28\|23.68\|0.04\|23.42\|23.95\|23.11\|137340;2026-05-29\|22.06\|-6.84\|23.66\|23.81\|21.90\|213578;2026-06-01\|21.73\|-1.50\|21.88\|22.87\|21.55\|152362;2026-06-02\|21.56\|-0.78\|21.85\|22.07\|21.07\|137089;2026-06-03\|22.12\|2.60\|21.41\|22.94\|21.40\|160965;2026-06-04\|22.20\|0.36\|21.80\|23.05\|21.77\|162314;2026-06-05\|22.36\|0.72\|22.00\|23.05\|21.47\|170740;2026-06-08\|21.21\|-5.14\|21.78\|22.29\|20.95\|138452;2026-06-09\|21.64\|2.03\|21.51\|21.71\|20.90\|110678;2026-06-10\|20.14\|-6.93\|21.28\|21.63\|19.97\|183200;2026-06-11\|20.40\|1.29\|20.00\|20.78\|19.65\|160437;2026-06-12\|20.06\|-1.67\|20.79\|21.07\|19.89\|123654;2026-06-15\|21.46\|6.98\|20.17\|21.54\|20.17\|130572;2026-06-16\|21.93\|2.19\|21.54\|22.30\|21.33\|125004;2026-06-17\|22.71\|3.56\|21.78\|23.15\|21.70\|165521;2026-06-18\|23.97\|5.55\|22.77\|24.24\|22.72\|224927;2026-06-22\|23.32\|-2.71\|24.22\|24.44\|22.34\|238611;2026-06-23\|23.22\|-0.43\|23.39\|23.55\|22.10\|152750;2026-06-24\|22.90\|-1.38\|23.10\|23.25\|22.32\|117053;2026-06-25\|21.78\|-4.89\|22.84\|22.90\|21.68\|137509;2026-06-26\|20.92\|-3.95\|21.50\|21.70\|20.50\|147924;2026-06-29\|23.06\|10.23\|20.83\|23.68\|20.29\|248525;2026-06-30\|24.17\|4.81\|22.89\|24.54\|22.89\|306518;2026-07-01\|23.44\|-3.02\|24.20\|24.42\|23.06\|213120;2026-07-02\|22.70\|-3.16\|22.92\|24.08\|22.45\|183323;2026-07-03\|23.37\|2.95\|23.00\|24.15\|22.50\|187193;2026-07-06\|21.95\|-6.08\|23.20\|23.41\|21.42\|182595;2026-07-07\|21.44\|-2.32\|21.70\|22.07\|21.19\|111004;2026-07-08\|20.50\|-4.38\|21.34\|21.60\|20.22\|117298;2026-07-09\|21.00\|2.44\|20.38\|21.11\|19.63\|147184;2026-07-10\|21.13\|0.62\|21.24\|22.54\|20.95\|16653695
117580	报道称特斯拉已开始推进人形机器人Optimus 3量产	人形机器人+业绩高增+精密刀具行业原因：日前，特斯拉正式宣布，旗下Optimus人形机器人于2026年第二季度启动量产，首批量产机型Optimus Gen-3已在加州弗里蒙特工厂下线并投入内部测试。公司原因： 1、据2026年4月28日年报，公司已将人形机器人纳入核心战略，行星滚柱丝杠、精密减速器加工用小模数齿轮刀具获CCMT2026“春燕奖”，已向10余家零部件厂提供试制与小批量供货。 2、据2026年4月28日年报及2026年5月7日互动易，2025年营收5.51亿元、净利1.69亿元，分别同比增长19.8%、31.1%；2026Q1净利4149.76万元，同比增长46.68%，主因毛利率提升及费用下降。 3、据2026年4月28日年报，公司拉削刀具、齿轮刀具等精密复杂刃量具连续多年国内市占率第一，广泛应用于航空航天、新能源汽车、工业母机等高端领域。	公司专注于机床工具行业，主打产品拉削刀具、花键搓齿刀具、齿轮刀具、花键量具等精密复杂刃量具以及轮槽铣刀、非标钻铣刀具等精密高效类产品	2026-03-03\|37.19\|-5.25\|38.48\|39.00\|36.96\|77082;2026-03-04\|36.30\|-2.39\|36.31\|37.01\|35.80\|45412;2026-03-05\|36.50\|0.55\|37.00\|37.62\|36.26\|45078;2026-03-06\|37.05\|1.51\|36.28\|38.10\|36.08\|41324;2026-03-09\|35.70\|-3.64\|36.03\|36.28\|34.73\|39408;2026-03-10\|36.83\|3.17\|36.39\|37.05\|35.62\|40795;2026-03-11\|35.28\|-4.21\|36.28\|37.80\|35.12\|96429;2026-03-12\|31.60\|-10.43\|34.49\|34.49\|31.55\|113786;2026-03-13\|30.72\|-2.78\|31.18\|32.18\|30.33\|84276;2026-03-16\|30.35\|-1.20\|30.50\|30.79\|30.08\|41359;2026-03-17\|29.28\|-3.53\|30.42\|30.65\|29.20\|40653;2026-03-18\|29.65\|1.26\|29.29\|29.66\|29.15\|31761;2026-03-19\|28.27\|-4.65\|29.15\|29.30\|28.12\|36680;2026-03-20\|27.47\|-2.83\|28.30\|28.50\|27.45\|31907;2026-03-23\|25.88\|-5.79\|26.96\|27.14\|25.79\|38514;2026-03-24\|26.57\|2.67\|26.44\|26.57\|25.81\|29948;2026-03-25\|27.43\|3.24\|26.61\|27.85\|26.50\|48971;2026-03-26\|26.45\|-3.57\|27.30\|27.40\|26.36\|42987;2026-03-27\|26.72\|1.02\|25.96\|26.84\|25.92\|26145;2026-03-30\|27.57\|3.18\|26.61\|28.88\|26.61\|60789;2026-03-31\|27.93\|1.31\|29.40\|29.56\|27.71\|60983;2026-04-01\|28.53\|2.15\|28.17\|29.25\|28.00\|54263;2026-04-02\|27.20\|-4.66\|28.02\|28.23\|27.02\|43090;2026-04-03\|26.98\|-0.81\|27.18\|27.42\|26.91\|23903;2026-04-07\|26.81\|-0.63\|26.98\|27.15\|26.72\|18628;2026-04-08\|28.41\|5.97\|27.45\|28.46\|27.28\|48697;2026-04-09\|28.46\|0.18\|28.06\|28.91\|27.87\|40220;2026-04-10\|28.46\|0.00\|28.68\|28.95\|28.45\|29894;2026-04-13\|28.43\|-0.11\|28.26\|28.48\|28.08\|19311;2026-04-14\|28.79\|1.27\|28.60\|28.79\|28.30\|26306;2026-04-15\|28.26\|-1.84\|28.88\|28.97\|28.20\|27132;2026-04-16\|28.93\|2.37\|28.21\|28.94\|28.21\|29526;2026-04-17\|30.07\|3.94\|28.77\|30.62\|28.62\|69269;2026-04-20\|29.96\|-0.37\|30.20\|30.55\|29.46\|39314;2026-04-21\|29.58\|-1.27\|29.89\|30.18\|29.35\|23489;2026-04-22\|30.06\|1.62\|29.36\|30.33\|29.22\|44494;2026-04-23\|29.14\|-3.06\|29.80\|29.84\|28.96\|35551;2026-04-24\|29.26\|0.41\|28.98\|30.09\|28.68\|35979;2026-04-27\|30.96\|5.81\|29.05\|30.98\|29.05\|66207;2026-04-28\|29.61\|-4.36\|30.21\|30.35\|29.40\|59693;2026-04-29\|30.16\|1.86\|29.41\|30.55\|29.35\|44671;2026-04-30\|30.46\|0.99\|30.03\|30.94\|30.02\|37643;2026-05-06\|30.69\|0.76\|30.70\|30.97\|30.47\|40368;2026-05-07\|34.63\|12.84\|30.68\|36.43\|30.53\|169787;2026-05-08\|41.56\|20.01\|36.49\|41.56\|36.00\|247062;2026-05-11\|39.18\|-5.73\|41.30\|41.48\|38.77\|261457;2026-05-12\|38.48\|-1.79\|39.20\|39.82\|38.28\|137179;2026-05-13\|38.00\|-1.25\|37.88\|38.45\|37.56\|108157;2026-05-14\|36.71\|-3.39\|38.01\|38.40\|36.71\|101752;2026-05-15\|38.86\|5.86\|36.41\|39.55\|36.41\|184309;2026-05-18\|37.80\|-2.73\|38.01\|38.75\|37.20\|117750;2026-05-19\|38.55\|1.98\|37.50\|38.98\|37.03\|131818;2026-05-20\|37.01\|-3.99\|37.80\|37.88\|36.71\|89259;2026-05-21\|36.01\|-2.70\|36.87\|37.98\|35.95\|102212;2026-05-22\|36.60\|1.64\|36.44\|36.88\|35.28\|73118;2026-05-25\|35.50\|-3.01\|36.36\|36.96\|35.00\|82818;2026-05-26\|34.94\|-1.58\|35.80\|36.16\|34.35\|79061;2026-05-27\|33.63\|-3.75\|34.72\|34.73\|33.43\|62685;2026-05-28\|34.19\|1.67\|33.60\|34.46\|33.20\|56123;2026-05-29\|32.59\|-4.68\|34.15\|34.69\|32.35\|57508;2026-06-01\|32.39\|-0.61\|32.49\|32.88\|32.05\|34250;2026-06-02\|32.20\|-0.59\|32.39\|32.87\|31.45\|38483;2026-06-03\|31.82\|-1.18\|31.86\|32.68\|31.55\|40321;2026-06-04\|31.84\|0.06\|31.51\|32.56\|31.41\|43775;2026-06-05\|34.55\|8.51\|31.80\|35.04\|30.62\|112044;2026-06-08\|36.66\|6.11\|33.20\|37.37\|33.20\|146707;2026-06-09\|38.45\|4.88\|36.36\|39.37\|36.03\|161451;2026-06-10\|37.12\|-3.46\|37.46\|38.98\|37.04\|111602;2026-06-11\|38.52\|3.77\|36.70\|39.50\|36.13\|113110;2026-06-12\|37.90\|-1.61\|38.50\|40.08\|37.64\|119741;2026-06-15\|39.20\|3.43\|37.99\|39.83\|37.01\|92994;2026-06-16\|44.30\|13.01\|39.34\|44.73\|39.23\|163870;2026-06-17\|47.99\|8.33\|43.32\|49.60\|42.91\|167626;2026-06-18\|41.68\|-13.15\|44.53\|45.00\|39.01\|204042;2026-06-22\|40.83\|-2.04\|42.50\|43.58\|39.71\|147304;2026-06-23\|40.49\|-0.83\|40.51\|42.34\|40.00\|100358;2026-06-24\|39.42\|-2.64\|40.01\|40.45\|38.44\|106352;2026-06-25\|39.41\|-0.03\|39.65\|41.09\|38.82\|90667;2026-06-26\|39.82\|1.04\|39.12\|41.59\|38.50\|101325;2026-06-29\|45.66\|14.67\|39.93\|46.24\|39.80\|181280;2026-06-30\|46.83\|3.01\|45.01\|46.95\|43.25\|130846;2026-07-01\|47.82\|2.11\|46.00\|48.88\|45.01\|126514;2026-07-02\|47.15\|-1.40\|47.02\|48.94\|45.71\|117926;2026-07-03\|45.82\|-2.82\|47.50\|47.78\|45.57\|113967;2026-07-06\|44.23\|-3.47\|46.05\|46.14\|43.20\|83525;2026-07-07\|42.50\|-3.91\|44.25\|45.00\|42.46\|66985;2026-07-08\|40.33\|-5.11\|42.87\|43.16\|39.53\|77947;2026-07-09\|40.17\|-0.40\|41.07\|41.85\|38.20\|82315;2026-07-10\|40.11\|-0.15\|40.12\|41.30\|39.50\|74669
117579	报道称特斯拉已开始推进人形机器人Optimus 3量产	工业控制连接器+AI数据中心+人形机器人 1、据2026年5月11日机构调研，公司2025年工业控制连接器及线缆实现营收3.30亿元，同比增长28.11%，整体营收占比46.30%，产品广泛应用于工业机器人、数控机床、PLC控制柜等关键场景。 2、据2025年9月9日投资者关系活动记录表，公司精密连接器已覆盖人形机器人关节驱动、动力传输及视觉感知模块；据2026年4月24日年报，2026年公司将积极布局适用于机器人关节驱动、多模态传感等的精密连接组件与线束集成技术。 3、据2026年4月24日年报，公司大力拓展服务器领域高速互连解决方案，提供覆盖高速板端与高速线端的全系列连接器，产品体系覆盖PCIe 6.0及MCIO主流高速连接器，为AI算力、云计算与新一代服务器提供高速互联方案。	1、高端精密连接器产品及解决方案提供商；公司产品可应用于人形机器人、工业机器人等自动化、智能制造设备，具体主要应用于机械手臂和控制柜上，涉及的主要产品系列有I/O系列、WD系列、WF系列等； 2、公司有产品应用到作为数据中心重要组成部分的电子设备服务器上，应用的主要产品类别为排针排母、板对板连接器以及高速背板连接器等	2026-03-03\|51.90\|-0.10\|51.76\|52.76\|50.00\|24698;2026-03-04\|51.00\|-1.73\|50.85\|51.16\|49.76\|26189;2026-03-05\|50.60\|-0.78\|51.01\|52.30\|50.35\|15546;2026-03-06\|52.64\|4.03\|50.51\|52.90\|50.46\|21876;2026-03-09\|50.83\|-3.44\|51.64\|51.92\|49.51\|16747;2026-03-10\|52.77\|3.82\|51.66\|52.95\|51.38\|13440;2026-03-11\|53.12\|0.66\|52.78\|54.58\|52.77\|17519;2026-03-12\|52.20\|-1.73\|53.04\|53.58\|52.04\|10204;2026-03-13\|51.87\|-0.63\|52.21\|52.95\|51.36\|8839;2026-03-16\|52.00\|0.25\|51.55\|52.00\|50.88\|9086;2026-03-17\|49.14\|-5.50\|52.31\|52.42\|49.00\|11652;2026-03-18\|49.87\|1.49\|49.54\|49.97\|49.22\|9996;2026-03-19\|48.53\|-2.69\|48.88\|49.40\|48.29\|9034;2026-03-20\|48.41\|-0.25\|49.02\|49.12\|47.87\|11299;2026-03-23\|44.69\|-7.68\|47.76\|47.76\|44.18\|18577;2026-03-24\|46.30\|3.60\|45.58\|46.37\|44.78\|12186;2026-03-25\|46.76\|0.99\|46.35\|47.41\|46.35\|8588;2026-03-26\|46.01\|-1.60\|46.76\|47.27\|45.67\|7630;2026-03-27\|46.80\|1.72\|45.55\|46.88\|45.17\|6947;2026-03-30\|46.13\|-1.43\|46.44\|46.91\|45.59\|9238;2026-03-31\|45.67\|-1.00\|46.13\|46.52\|45.50\|7501;2026-04-01\|46.53\|1.88\|46.77\|47.08\|45.76\|9642;2026-04-02\|45.35\|-2.54\|46.99\|46.99\|45.15\|7859;2026-04-03\|45.02\|-0.73\|46.13\|46.13\|44.76\|5934;2026-04-07\|45.13\|0.24\|45.29\|45.79\|44.53\|6865;2026-04-08\|47.80\|5.92\|46.50\|47.96\|46.09\|10915;2026-04-09\|47.81\|0.02\|47.88\|48.20\|47.35\|8248;2026-04-10\|50.00\|4.58\|48.11\|50.50\|48.01\|16869;2026-04-13\|50.57\|1.14\|49.01\|50.95\|48.54\|15945;2026-04-14\|52.11\|3.05\|50.65\|52.43\|50.23\|15120;2026-04-15\|54.82\|5.20\|52.31\|55.78\|52.31\|31753;2026-04-16\|59.16\|7.92\|54.86\|59.99\|54.84\|39889;2026-04-17\|58.97\|-0.32\|59.00\|60.09\|56.50\|34085;2026-04-20\|61.67\|4.58\|59.33\|61.85\|57.80\|33770;2026-04-21\|62.25\|0.94\|61.00\|64.62\|60.83\|44125;2026-04-22\|63.53\|2.06\|63.00\|64.05\|61.03\|23979;2026-04-23\|62.75\|-1.23\|63.26\|63.86\|62.51\|18988;2026-04-24\|60.47\|-3.63\|62.50\|63.42\|58.79\|28754;2026-04-27\|59.80\|-1.11\|60.96\|61.50\|59.40\|20885;2026-04-28\|59.95\|0.25\|59.80\|61.60\|59.51\|21436;2026-04-29\|61.76\|3.02\|60.03\|62.60\|60.02\|18564;2026-04-30\|62.16\|0.65\|61.68\|63.11\|61.21\|13367;2026-05-06\|63.27\|1.79\|62.30\|66.88\|61.62\|21949;2026-05-07\|65.08\|2.86\|62.39\|65.20\|62.39\|16904;2026-05-08\|70.05\|7.64\|65.00\|77.80\|64.58\|43117;2026-05-11\|77.69\|10.91\|70.00\|81.00\|69.20\|67941;2026-05-12\|79.49\|2.32\|78.13\|81.50\|76.80\|42115;2026-05-13\|80.28\|0.99\|78.00\|81.41\|76.50\|35062;2026-05-14\|83.12\|3.54\|80.24\|85.07\|78.45\|43929;2026-05-15\|80.72\|-2.89\|84.00\|84.99\|79.00\|32401;2026-05-18\|78.85\|-2.32\|79.35\|80.50\|75.63\|38025;2026-05-19\|79.03\|0.23\|76.86\|79.33\|75.61\|23120;2026-05-20\|83.20\|5.28\|79.05\|83.80\|78.63\|26605;2026-05-21\|82.88\|-0.38\|83.80\|88.86\|81.46\|34553;2026-05-22\|86.20\|4.01\|82.50\|86.65\|80.00\|28567;2026-05-25\|88.70\|2.90\|86.17\|91.00\|84.18\|31012;2026-05-26\|60.30\|-1.10\|60.60\|61.85\|58.12\|35373;2026-05-27\|60.39\|0.15\|59.82\|61.75\|59.33\|42426;2026-05-28\|62.08\|2.80\|59.94\|62.22\|58.50\|36555;2026-05-29\|55.91\|-9.94\|62.70\|62.96\|54.94\|49384;2026-06-01\|53.76\|-3.85\|55.91\|56.39\|52.87\|40873;2026-06-02\|54.50\|1.38\|54.02\|55.53\|51.00\|34309;2026-06-03\|55.70\|2.20\|54.87\|57.88\|54.12\|27542;2026-06-04\|56.10\|0.72\|54.83\|57.40\|54.01\|25541;2026-06-05\|57.70\|2.85\|56.10\|58.40\|55.10\|38195;2026-06-08\|53.14\|-7.90\|55.77\|56.21\|52.71\|36209;2026-06-09\|53.92\|1.47\|54.34\|55.39\|52.60\|19794;2026-06-10\|53.91\|-0.02\|52.84\|54.40\|51.93\|26571;2026-06-11\|53.88\|-0.06\|53.90\|54.54\|52.51\|15752;2026-06-12\|51.31\|-4.77\|55.97\|55.97\|50.71\|31572;2026-06-15\|54.83\|6.86\|51.17\|54.99\|51.17\|36360;2026-06-16\|59.44\|8.41\|54.84\|60.51\|54.08\|38572;2026-06-17\|63.22\|6.36\|59.00\|65.80\|57.58\|67396;2026-06-18\|61.15\|-3.27\|63.00\|63.64\|61.01\|39834;2026-06-22\|64.31\|5.17\|61.40\|65.10\|61.05\|54520;2026-06-23\|65.69\|2.15\|63.40\|68.25\|61.40\|54561;2026-06-24\|64.51\|-1.80\|65.13\|65.71\|62.62\|32518;2026-06-25\|63.31\|-1.86\|64.68\|65.94\|62.38\|30750;2026-06-26\|59.65\|-5.78\|62.83\|64.79\|59.28\|33076;2026-06-29\|70.80\|18.69\|60.55\|71.58\|60.43\|115895;2026-06-30\|71.20\|0.56\|70.79\|72.60\|68.40\|86147;2026-07-01\|80.60\|13.20\|72.20\|80.69\|69.50\|73450;2026-07-02\|80.66\|0.07\|73.29\|84.71\|72.56\|85608;2026-07-03\|82.31\|2.05\|81.05\|85.98\|79.11\|61576;2026-07-06\|75.50\|-8.27\|81.81\|82.22\|74.01\|55514;2026-07-07\|70.93\|-6.05\|75.89\|75.89\|69.69\|33133;2026-07-08\|67.10\|-5.40\|70.94\|72.59\|66.80\|29430;2026-07-09\|69.80\|4.02\|68.00\|73.93\|67.21\|37306;2026-07-10\|70.53\|1.05\|69.01\|74.30\|68.66\|36648
117578	报道称特斯拉已开始推进人形机器人Optimus 3量产	业绩扭亏+锂电模具+光伏减速器行业原因： 1、宁德时代港股早盘大涨10%。4月15日公司披露一季报，单季营收1291.31亿元、净利207.38亿元，分别同比增长52.45%、48.52%，创历史新高。 2、方正证券4月11日研报指出，下游4-5月排产创新高，储能需求确定，动力端销量回升，供需紧张支撑锂价高位。公司原因： 1、据2026年4月14日2025年年度报告，公司2025年营收5.58亿元，同比增长53.29%，归母净利润4255.72万元，同比扭亏为盈。 2、据2026年4月14日2026年第一季度业绩预告，预计Q1归母净利润2200–2800万元，同比扭亏，主因锂电池行业景气回升带动高精密模具订单释放，同时光伏跟踪支架用减速器销量与收入同步增长。 3、据2025年年度报告，公司精密模具及零配件业务板块长期专注于锂电池极片成型制作领域，与下游消费类电池、动力电池、储能电池等各领域的众多锂电池生产或设备行业的领先或知名企业建立了良好、稳定的合作关系。	公司通过控股子公司安徽汉普斯布局精密行星减速器、电机业务，产品已应用于工业机器人、仓储机器人等领域	2026-03-03\|17.40\|-4.40\|18.11\|18.44\|17.40\|59179;2026-03-04\|17.32\|-0.46\|17.40\|17.68\|17.22\|40844;2026-03-05\|17.58\|1.50\|17.60\|17.86\|17.50\|32543;2026-03-06\|18.47\|5.06\|18.36\|19.34\|18.36\|176460;2026-03-09\|18.23\|-1.30\|17.88\|18.36\|17.78\|118669;2026-03-10\|18.49\|1.43\|18.26\|18.58\|18.26\|57516;2026-03-11\|18.72\|1.24\|18.54\|18.92\|18.30\|84510;2026-03-12\|18.51\|-1.12\|18.67\|18.83\|18.44\|52520;2026-03-13\|18.64\|0.70\|18.48\|18.95\|18.36\|57784;2026-03-16\|18.99\|1.88\|18.57\|19.06\|18.53\|64085;2026-03-17\|18.71\|-1.47\|18.99\|19.52\|18.68\|87280;2026-03-18\|18.78\|0.37\|18.71\|19.30\|18.58\|54204;2026-03-19\|18.08\|-3.73\|18.50\|18.70\|17.99\|51048;2026-03-20\|17.60\|-2.65\|18.18\|18.38\|17.60\|59194;2026-03-23\|16.83\|-4.38\|17.25\|17.84\|16.65\|67908;2026-03-24\|17.45\|3.68\|17.18\|17.45\|16.78\|55215;2026-03-25\|17.80\|2.01\|17.56\|18.11\|17.32\|47216;2026-03-26\|17.73\|-0.39\|17.76\|18.15\|17.61\|45464;2026-03-27\|18.40\|3.78\|17.57\|18.46\|17.45\|62678;2026-03-30\|18.20\|-1.09\|18.40\|18.77\|18.06\|56347;2026-03-31\|17.55\|-3.57\|18.14\|18.30\|17.54\|49682;2026-04-01\|17.89\|1.94\|17.80\|18.01\|17.63\|44929;2026-04-02\|17.42\|-2.63\|17.79\|17.93\|17.28\|37296;2026-04-03\|16.87\|-3.16\|17.42\|17.67\|16.71\|41553;2026-04-07\|17.42\|3.26\|16.93\|17.43\|16.93\|38292;2026-04-08\|17.90\|2.76\|17.83\|17.90\|17.56\|33590;2026-04-09\|17.71\|-1.06\|17.81\|17.94\|17.68\|34153;2026-04-10\|18.27\|3.16\|17.88\|18.57\|17.88\|64942;2026-04-13\|18.67\|2.19\|18.20\|18.75\|18.17\|57573;2026-04-14\|19.86\|6.37\|19.28\|19.93\|18.81\|218949;2026-04-15\|20.14\|1.41\|19.73\|20.44\|19.45\|192330;2026-04-16\|22.15\|9.98\|20.00\|22.15\|20.00\|316990;2026-04-17\|22.76\|2.75\|22.04\|23.43\|21.78\|273209;2026-04-20\|23.31\|2.42\|22.76\|23.58\|22.45\|215575;2026-04-21\|22.73\|-2.49\|23.00\|23.22\|22.29\|156827;2026-04-22\|22.65\|-0.35\|22.85\|23.20\|22.24\|173739;2026-04-23\|21.87\|-3.44\|22.48\|22.48\|21.60\|159908;2026-04-24\|22.97\|5.03\|21.74\|23.76\|21.61\|195269;2026-04-27\|23.46\|2.13\|22.97\|23.49\|22.61\|164111;2026-04-28\|22.64\|-3.50\|23.46\|23.49\|22.37\|140813;2026-04-29\|23.08\|1.94\|22.64\|23.25\|22.25\|128197;2026-04-30\|23.31\|1.00\|23.02\|23.85\|22.86\|143433;2026-05-06\|23.65\|1.46\|23.20\|23.79\|22.90\|166162;2026-05-07\|24.18\|2.24\|23.62\|24.65\|23.50\|191727;2026-05-08\|24.63\|1.86\|23.92\|26.48\|23.74\|217148;2026-05-11\|26.40\|7.19\|24.35\|26.44\|24.28\|202150;2026-05-12\|24.43\|-7.46\|25.76\|25.88\|23.76\|235610;2026-05-13\|23.42\|-4.13\|23.60\|24.35\|23.22\|198005;2026-05-14\|22.58\|-3.59\|23.34\|23.51\|22.54\|131363;2026-05-15\|22.66\|0.35\|22.51\|23.47\|22.48\|144843;2026-05-18\|22.51\|-0.66\|22.55\|23.07\|22.26\|126559;2026-05-19\|22.73\|0.98\|22.30\|22.99\|22.04\|120556;2026-05-20\|23.68\|4.18\|22.62\|24.28\|22.19\|159491;2026-05-21\|22.96\|-3.04\|23.66\|24.62\|22.89\|169915;2026-05-22\|23.25\|1.26\|23.00\|23.44\|22.52\|110297;2026-05-25\|22.35\|-3.87\|23.11\|23.11\|21.86\|140062;2026-05-26\|22.88\|2.37\|22.22\|23.09\|22.20\|106596;2026-05-27\|25.17\|10.01\|24.00\|25.17\|23.46\|295392;2026-05-28\|27.69\|10.01\|26.50\|27.69\|26.44\|124394;2026-05-29\|25.38\|-8.34\|27.42\|28.22\|25.07\|465403;2026-06-01\|24.95\|-1.69\|25.23\|26.77\|24.83\|259324;2026-06-02\|24.58\|-1.48\|24.60\|25.29\|23.71\|213508;2026-06-03\|25.23\|2.64\|24.00\|26.48\|23.76\|221982;2026-06-04\|24.16\|-4.09\|24.60\|25.14\|23.53\|209518;2026-06-05\|25.25\|4.51\|23.97\|26.44\|23.33\|236175;2026-06-08\|23.92\|-5.27\|24.88\|25.41\|23.48\|151858;2026-06-09\|23.70\|-0.92\|23.97\|24.50\|23.40\|141987;2026-06-10\|22.42\|-5.40\|23.23\|23.25\|22.03\|151414;2026-06-11\|21.97\|-2.01\|22.26\|22.98\|21.63\|128465;2026-06-12\|21.89\|-0.36\|22.41\|22.59\|21.84\|93863;2026-06-15\|23.51\|7.40\|21.80\|24.08\|21.80\|197855;2026-06-16\|24.60\|4.64\|23.77\|25.28\|23.52\|188612;2026-06-17\|25.72\|4.55\|24.20\|26.04\|24.03\|196226;2026-06-18\|25.03\|-2.68\|25.40\|25.95\|25.03\|159023;2026-06-22\|26.07\|4.16\|25.05\|26.33\|24.50\|164702;2026-06-23\|25.14\|-3.57\|25.95\|25.98\|24.98\|109632;2026-06-24\|26.35\|4.81\|24.80\|26.94\|24.70\|163814;2026-06-25\|25.30\|-3.98\|26.30\|27.12\|25.08\|188124;2026-06-26\|24.43\|-3.44\|25.80\|25.80\|24.02\|140339;2026-06-29\|26.87\|9.99\|24.55\|26.87\|24.32\|267151;2026-06-30\|26.90\|0.11\|27.00\|27.36\|26.09\|260635;2026-07-01\|26.05\|-3.16\|26.88\|27.45\|25.68\|221547;2026-07-02\|25.94\|-0.42\|25.86\|27.17\|24.73\|186816;2026-07-03\|27.60\|6.40\|25.65\|27.95\|25.18\|278816;2026-07-06\|29.75\|7.79\|28.45\|30.36\|28.10\|367779;2026-07-07\|26.78\|-9.98\|28.62\|30.77\|26.78\|330783;2026-07-08\|24.10\|-10.01\|24.50\|25.50\|24.10\|208507;2026-07-09\|22.19\|-7.93\|22.00\|23.02\|21.69\|282906;2026-07-10\|21.40\|-3.56\|22.00\|24.00\|21.31\|249010
117577	报道称特斯拉已开始推进人形机器人Optimus 3量产	特钢+人形机器人+北京国资 1、据2026年6月29日证券时报，公司坚持技术创新引领，以高质量党建全方位引领企业高质量发展，聚焦高端电工钢等领域突破关键技术瓶颈，2025年实现5款新产品首发、首创工艺2项。 2、据2026年4月20日及5月27日投资者关系活动记录表，公司在人形机器人、轴向电机、电动垂直起降飞行器等新兴产业与头部客户开展深入合作，专为关节驱动系统打造的超高磁感无取向软磁材料已获国际头部企业批量采购。 3、公司控股股东为首钢集团有限公司，实际控制人为北京市人民政府国有资产监督管理委员会。	国内电工钢龙头企业；参股公司首程控股通过旗下北京机器人产业发展投资基金持有宇树科技4.087%的股权，是目前已知持股比例最高的港股上市公司	2026-03-03\|5.59\|-3.45\|5.77\|5.84\|5.56\|435308;2026-03-04\|5.48\|-1.97\|5.50\|5.63\|5.45\|287801;2026-03-05\|5.46\|-0.36\|5.57\|5.59\|5.42\|252109;2026-03-06\|5.43\|-0.55\|5.46\|5.49\|5.40\|219202;2026-03-09\|5.43\|0.00\|5.43\|5.45\|5.27\|344265;2026-03-10\|5.40\|-0.55\|5.43\|5.52\|5.33\|280988;2026-03-11\|5.40\|0.00\|5.38\|5.50\|5.36\|366932;2026-03-12\|5.43\|0.56\|5.40\|5.49\|5.37\|272981;2026-03-13\|5.34\|-1.66\|5.41\|5.48\|5.32\|317478;2026-03-16\|5.18\|-3.00\|5.33\|5.34\|5.14\|372956;2026-03-17\|5.12\|-1.16\|5.20\|5.26\|5.09\|369735;2026-03-18\|5.08\|-0.78\|5.12\|5.16\|5.04\|326669;2026-03-19\|4.90\|-3.54\|5.05\|5.05\|4.85\|588476;2026-03-20\|4.80\|-2.04\|4.92\|4.94\|4.76\|522412;2026-03-23\|4.70\|-2.08\|4.78\|4.88\|4.68\|752475;2026-03-24\|4.78\|1.70\|4.80\|4.84\|4.68\|520547;2026-03-25\|4.78\|0.00\|4.80\|4.84\|4.73\|410721;2026-03-26\|4.67\|-2.30\|4.76\|4.81\|4.65\|535776;2026-04-13\|4.79\|2.57\|4.80\|4.98\|4.61\|1330368;2026-04-14\|4.66\|-2.71\|4.81\|4.84\|4.59\|1056841;2026-04-15\|4.66\|0.00\|4.67\|4.81\|4.60\|616196;2026-04-16\|4.83\|3.65\|4.67\|4.84\|4.61\|864322;2026-04-17\|4.75\|-1.66\|4.81\|4.85\|4.69\|490057;2026-04-20\|4.56\|-4.00\|4.68\|4.68\|4.50\|731657;2026-04-21\|4.55\|-0.22\|4.58\|4.60\|4.52\|394968;2026-04-22\|4.56\|0.22\|4.54\|4.61\|4.52\|386637;2026-04-23\|4.45\|-2.41\|4.55\|4.58\|4.43\|408972;2026-04-24\|4.45\|0.00\|4.41\|4.47\|4.36\|313828;2026-04-27\|4.44\|-0.22\|4.44\|4.50\|4.41\|317869;2026-04-28\|4.50\|1.35\|4.42\|4.50\|4.38\|343637;2026-04-29\|4.69\|4.22\|4.49\|4.73\|4.47\|524252;2026-04-30\|4.56\|-2.77\|4.69\|4.69\|4.52\|388737;2026-05-06\|4.57\|0.22\|4.56\|4.60\|4.52\|351295;2026-05-07\|4.58\|0.22\|4.62\|4.69\|4.57\|300705;2026-05-08\|4.54\|-0.87\|4.57\|4.62\|4.51\|262713;2026-05-11\|4.47\|-1.54\|4.54\|4.54\|4.45\|304103;2026-05-12\|4.36\|-2.46\|4.48\|4.50\|4.36\|363843;2026-05-13\|4.27\|-2.06\|4.36\|4.38\|4.26\|379202;2026-05-14\|4.14\|-3.04\|4.27\|4.29\|4.14\|376271;2026-05-15\|4.09\|-1.21\|4.14\|4.17\|4.07\|371132;2026-05-18\|3.95\|-3.42\|4.07\|4.09\|3.94\|476537;2026-05-19\|3.90\|-1.27\|3.94\|3.97\|3.84\|362781;2026-05-20\|3.75\|-3.85\|3.87\|3.87\|3.70\|467725;2026-05-21\|3.68\|-1.87\|3.76\|3.82\|3.67\|358060;2026-05-22\|3.66\|-0.54\|3.72\|3.73\|3.64\|363966;2026-05-25\|3.62\|-1.09\|3.69\|3.73\|3.60\|351668;2026-05-26\|3.76\|3.87\|3.60\|3.87\|3.57\|718218;2026-05-27\|3.65\|-2.93\|3.75\|3.77\|3.61\|449296;2026-05-28\|3.63\|-0.55\|3.66\|3.71\|3.56\|339530;2026-05-29\|3.61\|-0.55\|3.62\|3.69\|3.60\|320533;2026-06-01\|3.65\|1.11\|3.60\|3.67\|3.55\|326567;2026-06-02\|3.59\|-1.64\|3.65\|3.68\|3.55\|351534;2026-06-03\|3.54\|-1.39\|3.57\|3.59\|3.48\|302857;2026-06-04\|3.47\|-1.98\|3.54\|3.56\|3.44\|317167;2026-06-05\|3.46\|-0.29\|3.47\|3.53\|3.44\|303323;2026-06-08\|3.36\|-2.89\|3.42\|3.47\|3.31\|369475;2026-06-09\|3.34\|-0.60\|3.37\|3.38\|3.29\|312830;2026-06-10\|3.24\|-2.99\|3.31\|3.32\|3.21\|415205;2026-06-11\|3.19\|-1.54\|3.21\|3.26\|3.14\|485643;2026-06-12\|3.27\|2.51\|3.22\|3.34\|3.19\|926911;2026-06-15\|3.42\|4.59\|3.33\|3.52\|3.33\|793874;2026-06-16\|3.39\|-0.88\|3.40\|3.45\|3.30\|547619;2026-06-17\|3.28\|-3.24\|3.37\|3.37\|3.27\|391538;2026-06-18\|3.24\|-1.22\|3.27\|3.34\|3.20\|380622;2026-06-22\|3.31\|2.16\|3.21\|3.32\|3.15\|448060;2026-06-23\|3.19\|-3.63\|3.27\|3.34\|3.18\|408203;2026-06-24\|3.19\|0.00\|3.20\|3.26\|3.15\|327658;2026-06-25\|3.20\|0.31\|3.20\|3.28\|3.14\|432939;2026-06-26\|3.13\|-2.19\|3.21\|3.23\|3.11\|419446;2026-06-29\|3.44\|9.90\|3.14\|3.44\|3.11\|767109;2026-06-30\|3.51\|2.03\|3.47\|3.62\|3.39\|960607;2026-07-01\|3.62\|3.13\|3.54\|3.72\|3.46\|742098;2026-07-02\|3.65\|0.83\|3.64\|3.68\|3.57\|544896;2026-07-03\|3.56\|-2.47\|3.66\|3.72\|3.55\|431130;2026-07-06\|3.59\|0.84\|3.57\|3.66\|3.50\|446798;2026-07-07\|3.49\|-2.79\|3.60\|3.60\|3.48\|325158;2026-07-08\|3.45\|-1.15\|3.49\|3.54\|3.43\|279523;2026-07-09\|3.37\|-2.32\|3.42\|3.45\|3.31\|383204;2026-07-10\|3.40\|2.10\|3.33\|3.48\|3.28\|354762
117576	报道称特斯拉已开始推进人形机器人Optimus 3量产	涨停揭秘：超高分子聚乙烯型材被网络资料列为机器人用腱绳关键材料，公司产品布局契合人形机器人轻量化柔性执行器趋势；涨停缘由：官网显示拥有超高分子聚乙烯型材产品；该材料具备高强度、低摩擦、耐磨损特性，适用于机器人关节腱绳及防护部件；切入机器人上游功能材料赛道；资金逻辑：4月3日、4月6日连续涨停，股价处于近三年低位，资金博弈超跌反弹与题材切换；与华瑞股份、法兰泰克形成机器人材料-结构-整机逻辑闭环；风险提示：公司未公告机器人相关订单或认证进展，材料应用尚处概念验证阶段；主业为输送带，机器人业务占比极低且无收入数据支撑	公司官网显示有超高分子聚乙烯型材产品，据网络资料超高分子聚乙烯可作为机器人用腱绳材料	2026-03-03\|10.29\|-3.20\|10.64\|10.74\|10.22\|91053;2026-03-04\|10.37\|0.78\|10.25\|10.58\|10.25\|68969;2026-03-05\|10.23\|-1.35\|10.43\|10.50\|10.18\|75297;2026-03-06\|10.85\|6.06\|10.21\|10.95\|10.16\|130790;2026-03-09\|10.58\|-2.49\|10.79\|10.86\|10.30\|93011;2026-03-10\|10.65\|0.66\|10.62\|10.73\|10.50\|69341;2026-03-11\|10.74\|0.85\|10.80\|10.80\|10.63\|76798;2026-03-12\|10.61\|-1.21\|10.74\|10.89\|10.55\|63514;2026-03-13\|10.42\|-1.79\|10.56\|10.72\|10.41\|43244;2026-03-16\|10.44\|0.19\|10.45\|10.54\|10.37\|34968;2026-03-17\|10.37\|-0.67\|10.42\|10.51\|10.32\|46274;2026-03-18\|10.37\|0.00\|10.32\|10.54\|10.29\|55633;2026-03-19\|10.15\|-2.12\|10.34\|10.35\|10.10\|49071;2026-03-20\|10.00\|-1.48\|10.17\|10.30\|10.00\|53925;2026-03-23\|9.54\|-4.60\|9.96\|9.96\|9.40\|68364;2026-03-24\|9.73\|1.99\|9.80\|9.80\|9.52\|53414;2026-03-25\|9.75\|0.21\|9.69\|9.88\|9.60\|31735;2026-03-26\|9.85\|1.03\|9.73\|9.93\|9.69\|37387;2026-03-27\|9.84\|-0.10\|9.79\|9.93\|9.75\|31440;2026-03-30\|9.98\|1.42\|9.77\|10.15\|9.77\|63073;2026-03-31\|9.82\|-1.60\|9.94\|10.06\|9.76\|40466;2026-04-01\|9.75\|-0.71\|9.94\|9.97\|9.75\|33889;2026-04-02\|9.80\|0.51\|9.71\|10.23\|9.54\|121177;2026-04-03\|10.78\|10.00\|9.76\|10.78\|9.71\|220611;2026-04-07\|11.00\|2.04\|10.72\|11.00\|10.51\|192021;2026-04-08\|11.36\|3.27\|10.90\|11.50\|10.75\|192245;2026-04-09\|11.21\|-1.32\|11.29\|11.35\|10.80\|166292;2026-04-10\|11.32\|0.98\|11.21\|11.40\|11.07\|102708;2026-04-13\|11.70\|3.36\|11.18\|11.88\|11.16\|195795;2026-04-14\|11.61\|-0.77\|11.93\|11.96\|11.35\|145729;2026-04-15\|11.56\|-0.43\|11.57\|11.69\|11.42\|73952;2026-04-16\|11.61\|0.43\|11.59\|11.78\|11.45\|83574;2026-04-17\|11.84\|1.98\|11.50\|11.90\|11.50\|70834;2026-04-20\|11.36\|-4.05\|11.88\|12.04\|11.25\|161948;2026-04-21\|11.21\|-1.32\|11.30\|11.57\|11.20\|84488;2026-04-22\|11.23\|0.18\|11.21\|11.58\|11.08\|117410;2026-04-23\|11.22\|-0.09\|11.28\|11.50\|11.08\|88488;2026-04-24\|11.23\|0.09\|11.28\|11.43\|11.00\|111135;2026-04-27\|11.50\|2.40\|11.23\|11.72\|11.05\|151634;2026-04-28\|11.31\|-1.65\|11.39\|11.52\|11.18\|76823;2026-04-29\|11.41\|0.88\|11.00\|11.57\|10.88\|109165;2026-04-30\|11.24\|-1.49\|11.36\|11.45\|11.21\|50205;2026-05-06\|11.20\|-0.36\|11.09\|11.38\|11.03\|74002;2026-05-07\|11.20\|0.00\|11.20\|11.28\|11.04\|94164;2026-05-08\|11.38\|1.61\|11.11\|11.54\|10.99\|172903;2026-05-11\|11.21\|-1.49\|11.41\|11.43\|11.02\|89113;2026-05-12\|11.28\|0.62\|11.15\|11.71\|11.10\|194692;2026-05-13\|11.30\|0.18\|11.44\|11.59\|11.17\|147443;2026-05-14\|11.66\|3.19\|11.36\|12.00\|11.27\|231599;2026-05-15\|11.60\|-0.51\|11.64\|11.80\|11.36\|133312;2026-05-18\|11.50\|-0.86\|11.54\|11.70\|11.25\|92223;2026-05-19\|11.26\|-2.09\|11.50\|11.75\|10.98\|149252;2026-05-20\|11.15\|-0.98\|11.26\|11.35\|11.01\|91688;2026-05-21\|10.78\|-3.32\|11.25\|11.49\|10.75\|119522;2026-05-22\|11.04\|2.41\|10.88\|11.22\|10.70\|87656;2026-05-25\|10.87\|-1.54\|11.05\|11.05\|10.76\|77057;2026-05-26\|10.78\|-0.83\|10.86\|11.13\|10.69\|67620;2026-05-27\|10.52\|-2.41\|10.70\|10.94\|10.25\|95203;2026-05-28\|10.46\|-0.57\|10.30\|10.72\|10.16\|93398;2026-05-29\|10.31\|-1.43\|10.39\|10.83\|10.11\|109289;2026-06-01\|10.08\|-2.23\|10.25\|10.30\|10.06\|64577;2026-06-02\|10.00\|-0.79\|10.15\|10.16\|9.89\|57485;2026-06-03\|9.86\|-1.40\|10.00\|10.00\|9.81\|41593;2026-06-04\|10.07\|2.13\|9.86\|10.10\|9.53\|87411;2026-06-05\|10.00\|-0.70\|10.10\|10.37\|9.82\|101692;2026-06-08\|9.90\|-1.00\|10.01\|10.21\|9.76\|115422;2026-06-09\|10.10\|2.02\|9.99\|10.16\|9.75\|91670;2026-06-10\|10.40\|2.97\|10.15\|10.53\|10.00\|126533;2026-06-11\|9.48\|-8.85\|10.39\|10.51\|9.37\|168384;2026-06-12\|9.43\|-0.53\|9.50\|9.75\|9.25\|95445;2026-06-15\|9.36\|-0.74\|9.43\|9.56\|9.28\|82889;2026-06-16\|9.42\|0.64\|9.35\|9.50\|9.12\|92084;2026-06-17\|9.32\|-1.06\|9.41\|9.47\|9.30\|59765;2026-06-18\|9.06\|-2.79\|9.32\|9.45\|9.04\|79384;2026-06-22\|9.02\|-0.44\|8.94\|9.12\|8.55\|100225;2026-06-23\|9.20\|2.00\|8.95\|9.25\|8.91\|69692;2026-06-24\|9.04\|-1.74\|9.21\|9.28\|8.95\|63021;2026-06-25\|8.77\|-2.99\|9.09\|9.10\|8.64\|93104;2026-06-26\|8.30\|-5.36\|8.74\|8.92\|8.25\|115437;2026-06-29\|9.13\|10.00\|8.40\|9.13\|8.31\|138037;2026-06-30\|10.04\|9.97\|9.20\|10.04\|9.20\|130787;2026-07-01\|9.99\|-0.50\|9.88\|10.14\|9.49\|227917;2026-07-02\|10.40\|4.10\|10.10\|10.99\|10.03\|408854;2026-07-03\|9.95\|-4.33\|10.44\|10.73\|9.87\|242223;2026-07-06\|10.21\|2.61\|10.14\|10.95\|10.01\|479880;2026-07-07\|9.19\|-9.99\|10.35\|10.35\|9.19\|274557;2026-07-08\|8.45\|-8.05\|9.07\|9.35\|8.44\|250261;2026-07-09\|8.47\|0.24\|8.53\|8.53\|8.18\|127146;2026-07-10\|8.30\|-2.01\|8.47\|8.57\|8.27\|117202
117575	报道称特斯拉已开始推进人形机器人Optimus 3量产	显示驱动芯片+显示器+智能座舱+定增募资 1、据2025年年报，公司可为客户提供智能交互显示器、智能交互产业电脑、智能车载显示器等产品的研发设计、生产制造、售后技术支持等全流程服务。 2、据2026年6月12日公告，公司2026年度向特定对象发行A股股票申请已获受理，拟募资不超过9.25亿元，用于泰国海外智能制造基地建设及补充流动资金，以提升全球化制造能力并深度开拓国际客户。 3、据2026年4月16日投资者关系活动记录表，公司智能座舱业务聚焦“中国+美国”新能源车主流双市场，具备先发优势，营收规模快速增长；据2025年年度报告，公司产品覆盖车载场景的触控显示器、车载触控模组等智能座舱系列。 4、据2025年11月7日互动易，公司投资了显示驱动芯片设计公司奕力科技，双方已建立广泛深入的合作关系，促进公司提升供应链管理能力。	公司主营智能交互显示设备，可应用于人形机器人等智能终端上	2026-03-03\|30.30\|-4.36\|31.67\|32.18\|30.27\|34527;2026-03-04\|29.77\|-1.75\|30.00\|30.58\|29.67\|22942;2026-03-05\|30.98\|4.06\|30.37\|31.31\|30.37\|29335;2026-03-06\|30.91\|-0.23\|30.65\|31.10\|30.61\|15185;2026-03-09\|30.45\|-1.49\|30.61\|30.61\|29.77\|27636;2026-03-10\|31.17\|2.36\|30.72\|31.21\|30.70\|22518;2026-03-11\|31.69\|1.67\|31.21\|31.85\|31.00\|28034;2026-03-12\|31.39\|-0.95\|31.56\|31.80\|31.12\|19804;2026-03-13\|31.81\|1.34\|31.37\|32.36\|31.01\|43620;2026-03-16\|32.79\|3.08\|31.98\|32.85\|31.70\|59165;2026-03-17\|32.00\|-2.41\|32.85\|32.88\|31.86\|40004;2026-03-18\|31.73\|-0.84\|31.80\|32.10\|29.92\|62496;2026-03-19\|31.58\|-0.47\|31.57\|32.11\|31.31\|34738;2026-03-20\|31.45\|-0.41\|31.77\|32.48\|31.38\|39719;2026-03-23\|29.24\|-7.03\|30.64\|30.85\|28.55\|60425;2026-03-24\|30.04\|2.74\|29.68\|30.05\|29.09\|28144;2026-03-25\|31.46\|4.73\|30.05\|31.85\|30.01\|44195;2026-03-26\|30.80\|-2.10\|31.63\|31.83\|30.68\|25166;2026-03-27\|30.54\|-0.84\|30.41\|31.07\|30.06\|19692;2026-03-30\|31.18\|2.10\|30.00\|31.26\|29.87\|28252;2026-03-31\|30.89\|-0.93\|31.08\|31.48\|30.61\|19826;2026-04-01\|30.99\|0.32\|31.26\|31.38\|30.66\|17469;2026-04-02\|30.96\|-0.10\|31.08\|31.60\|30.53\|20979;2026-04-03\|30.77\|-0.61\|30.98\|31.16\|30.42\|16622;2026-04-07\|30.60\|-0.55\|30.63\|31.20\|30.46\|22151;2026-04-08\|31.65\|3.43\|31.20\|31.66\|31.01\|42098;2026-04-09\|32.00\|1.11\|31.61\|32.15\|31.28\|37422;2026-04-10\|34.77\|8.66\|32.11\|34.95\|32.11\|220920;2026-04-13\|34.62\|-0.43\|34.11\|34.68\|33.56\|95602;2026-04-14\|34.96\|0.98\|34.79\|35.39\|34.70\|70892;2026-04-15\|34.05\|-2.60\|34.93\|34.93\|33.89\|54154;2026-04-16\|33.56\|-1.44\|34.04\|34.20\|33.35\|46145;2026-04-17\|33.24\|-0.95\|33.56\|34.10\|33.16\|39056;2026-04-20\|35.45\|6.65\|33.11\|35.47\|33.11\|131618;2026-04-21\|35.19\|-0.73\|35.44\|35.76\|34.70\|67426;2026-04-22\|36.28\|3.10\|35.00\|36.66\|34.91\|100026;2026-04-23\|36.05\|-0.63\|36.29\|36.36\|35.40\|67098;2026-04-24\|35.60\|-1.25\|35.86\|35.89\|35.02\|43385;2026-04-27\|34.91\|-1.94\|35.31\|35.54\|33.99\|64823;2026-04-28\|34.99\|0.23\|34.86\|35.55\|34.23\|59268;2026-04-29\|35.46\|1.34\|33.60\|35.60\|33.41\|70270;2026-04-30\|35.18\|-0.79\|35.29\|35.69\|34.75\|40420;2026-05-06\|35.85\|1.90\|35.61\|36.31\|34.89\|63516;2026-05-07\|35.56\|-0.81\|35.84\|36.10\|35.47\|42423;2026-05-08\|36.20\|1.80\|35.32\|36.60\|35.05\|66943;2026-05-11\|35.58\|-1.71\|36.20\|36.57\|35.35\|54040;2026-05-12\|34.15\|-4.02\|35.48\|35.48\|34.07\|46129;2026-05-13\|35.00\|2.49\|34.30\|35.53\|34.01\|55506;2026-05-14\|33.74\|-3.60\|35.00\|35.18\|33.70\|50031;2026-05-15\|36.55\|8.33\|34.15\|36.60\|33.51\|147427;2026-05-18\|35.35\|-3.28\|36.21\|36.55\|35.01\|72526;2026-05-19\|34.93\|-1.19\|35.36\|35.46\|34.09\|56589;2026-05-20\|36.97\|5.84\|35.35\|37.95\|35.31\|134717;2026-05-21\|37.28\|0.84\|37.60\|38.81\|37.10\|134416;2026-05-22\|38.10\|2.20\|38.09\|38.59\|36.85\|95230;2026-05-25\|41.40\|8.66\|39.25\|41.88\|38.81\|160249;2026-05-26\|44.26\|6.91\|41.00\|44.65\|40.25\|158478;2026-05-27\|44.17\|-0.20\|44.11\|47.49\|43.62\|167876;2026-05-28\|44.05\|-0.27\|43.63\|47.00\|42.96\|174600;2026-05-29\|41.35\|-6.13\|44.52\|44.93\|40.75\|130369;2026-06-01\|40.41\|-1.08\|40.34\|42.00\|39.96\|79058;2026-06-02\|42.31\|4.70\|40.25\|42.38\|38.40\|98423;2026-06-03\|40.79\|-3.59\|42.97\|43.20\|40.15\|106951;2026-06-04\|39.09\|-4.17\|41.14\|43.70\|38.40\|209739;2026-06-05\|37.74\|-3.45\|38.30\|39.89\|35.50\|149110;2026-06-08\|33.97\|-9.99\|36.00\|38.20\|33.97\|112993;2026-06-09\|34.27\|0.88\|34.18\|35.30\|32.96\|100274;2026-06-10\|33.87\|-1.17\|33.92\|34.33\|32.48\|83962;2026-06-11\|30.60\|-9.65\|33.45\|33.67\|30.48\|127190;2026-06-12\|30.41\|-0.62\|31.00\|32.12\|30.40\|98249;2026-06-15\|31.55\|3.75\|31.00\|31.94\|30.31\|91567;2026-06-16\|33.14\|5.04\|31.31\|33.25\|31.03\|93686;2026-06-17\|35.02\|5.67\|33.25\|35.64\|33.01\|122435;2026-06-18\|32.95\|-5.91\|34.51\|35.21\|32.80\|112648;2026-06-22\|31.86\|-3.31\|33.57\|33.89\|31.03\|85888;2026-06-23\|31.52\|-1.07\|31.57\|32.88\|31.20\|58736;2026-06-24\|31.26\|-0.82\|31.40\|32.09\|30.57\|54380;2026-06-25\|31.03\|-0.74\|31.88\|32.41\|30.71\|88844;2026-06-26\|29.83\|-3.87\|30.66\|31.47\|29.80\|65971;2026-06-29\|32.81\|9.99\|29.68\|32.81\|29.61\|80593;2026-06-30\|32.55\|-0.79\|33.50\|34.37\|32.50\|120816;2026-07-01\|31.99\|-1.72\|33.00\|33.03\|31.88\|64614;2026-07-02\|30.16\|-5.72\|31.81\|31.86\|30.01\|73320;2026-07-03\|29.28\|-2.92\|30.20\|30.28\|29.25\|74520;2026-07-06\|26.73\|-8.71\|29.28\|29.56\|26.62\|90040;2026-07-07\|26.43\|-1.12\|26.86\|27.10\|25.86\|65944;2026-07-08\|26.69\|0.98\|26.50\|27.50\|25.25\|71273;2026-07-09\|27.42\|2.74\|26.53\|27.45\|25.35\|65625;2026-07-10\|27.60\|0.66\|27.57\|29.15\|27.55\|81218
117574	报道称特斯拉已开始推进人形机器人Optimus 3量产	机器人+萤石矿+一季报扭亏行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月16日年报，公司通过收购持有布拖县交际河萤石矿，矿区保有CaF₂资源量231.0万吨，设计生产规模15万吨/年，正推进投产审批；据2026年5月11日业绩说明会，公司已向省级主管部门提交矿山开工建设申请资料，待批复。 2、据2026年4月16日年报，公司与优必选等签署战略合作框架协议，就具身智能机器人在民航和泛交通行业落地应用进行合作；据2026年5月11日业绩说明会，公司参股的锦程智行已向机场客户交付无人驾驶小巴产品。 3、据2026年4月30日披露的一季报，公司2026年一季度归母净利润1347.29万元，同比增长225.30%。	成都优质基建企业；2025年7月，公司与深圳市优必选、中国民航正式签署战略合作框架协议，就具身智能机器人及人工智能技术在民航和泛交通行业落地应用进行深入合作探索，全资子公司四川成路智汇科技和优必选等联合成立锦程智行(成都)，锦程智行已获取订单并投入机场使用	2026-03-03\|5.51\|-1.08\|5.63\|5.97\|5.50\|1130800;2026-03-04\|5.44\|-1.27\|5.57\|5.70\|5.37\|728630;2026-03-05\|5.34\|-1.84\|5.51\|5.56\|5.30\|489670;2026-03-06\|5.52\|3.37\|5.38\|5.61\|5.26\|501419;2026-03-09\|5.49\|-0.54\|5.49\|5.59\|5.40\|406770;2026-03-10\|5.53\|0.73\|5.52\|5.62\|5.44\|295517;2026-03-11\|5.49\|-0.72\|5.53\|5.55\|5.40\|302414;2026-03-12\|5.29\|-3.64\|5.49\|5.50\|5.27\|340244;2026-03-13\|5.19\|-1.89\|5.29\|5.33\|5.15\|320383;2026-03-16\|5.26\|1.35\|5.19\|5.36\|5.11\|296484;2026-03-17\|5.14\|-2.28\|5.28\|5.33\|5.14\|207223;2026-03-18\|5.24\|1.95\|5.14\|5.26\|5.07\|256717;2026-03-19\|4.98\|-4.96\|5.12\|5.16\|4.96\|286582;2026-03-20\|4.92\|-1.20\|5.00\|5.06\|4.91\|226814;2026-03-23\|4.68\|-4.88\|4.81\|4.95\|4.64\|382300;2026-03-24\|4.98\|6.41\|4.79\|5.01\|4.67\|361688;2026-03-25\|5.05\|1.41\|4.97\|5.07\|4.91\|265904;2026-03-26\|5.16\|2.18\|5.05\|5.27\|5.02\|401439;2026-03-27\|5.22\|1.16\|5.16\|5.22\|5.07\|276199;2026-03-30\|5.35\|2.49\|5.14\|5.44\|5.14\|286163;2026-03-31\|5.25\|-1.87\|5.32\|5.49\|5.23\|291347;2026-04-01\|5.30\|0.95\|5.36\|5.51\|5.25\|305484;2026-04-02\|5.15\|-2.83\|5.32\|5.33\|5.11\|243224;2026-04-03\|4.96\|-3.69\|5.18\|5.18\|4.93\|216272;2026-04-07\|5.07\|2.22\|5.00\|5.10\|4.93\|194422;2026-04-08\|5.18\|2.17\|5.15\|5.20\|5.12\|190539;2026-04-09\|5.12\|-1.16\|5.15\|5.22\|5.05\|210538;2026-04-10\|5.07\|-0.98\|5.15\|5.24\|5.06\|255336;2026-04-13\|5.06\|-0.20\|5.06\|5.08\|4.94\|195414;2026-04-14\|5.16\|1.98\|5.12\|5.20\|5.04\|243048;2026-04-15\|4.92\|-4.65\|5.17\|5.19\|4.90\|319840;2026-04-16\|5.06\|2.85\|4.96\|5.09\|4.89\|283940;2026-04-17\|5.57\|10.08\|5.06\|5.57\|4.98\|464899;2026-04-20\|5.70\|2.33\|5.86\|5.91\|5.55\|1075988;2026-04-21\|5.58\|-2.11\|5.72\|5.74\|5.50\|470197;2026-04-22\|5.64\|1.08\|5.58\|5.71\|5.50\|379645;2026-04-23\|5.56\|-1.42\|5.58\|5.76\|5.52\|331067;2026-04-24\|5.62\|1.08\|5.56\|5.68\|5.50\|327665;2026-04-27\|5.62\|0.00\|5.61\|5.66\|5.42\|346772;2026-04-28\|5.54\|-1.42\|5.63\|5.65\|5.48\|226908;2026-04-29\|5.50\|-0.72\|5.48\|5.61\|5.44\|244641;2026-04-30\|5.51\|0.18\|5.58\|5.69\|5.39\|362966;2026-05-06\|5.61\|1.81\|5.52\|5.61\|5.39\|361206;2026-05-07\|5.72\|1.96\|5.60\|5.73\|5.55\|333965;2026-05-08\|5.84\|2.10\|5.72\|5.84\|5.66\|319470;2026-05-11\|5.87\|0.51\|5.84\|5.96\|5.77\|382280;2026-05-12\|5.88\|0.17\|5.83\|5.94\|5.62\|445669;2026-05-13\|6.47\|10.03\|5.94\|6.47\|5.83\|379285;2026-05-14\|6.06\|-6.34\|6.44\|6.47\|5.83\|1101542;2026-05-15\|5.81\|-4.13\|6.02\|6.12\|5.74\|536838;2026-05-18\|5.71\|-1.72\|5.76\|6.00\|5.63\|422467;2026-05-19\|5.68\|-0.53\|5.72\|5.75\|5.56\|369776;2026-05-20\|5.64\|-0.70\|5.67\|5.72\|5.55\|341759;2026-05-21\|5.36\|-4.96\|5.66\|5.79\|5.35\|367987;2026-05-22\|5.64\|5.22\|5.38\|5.67\|5.35\|328002;2026-05-25\|5.51\|-2.31\|5.65\|5.70\|5.41\|285894;2026-05-26\|5.33\|-3.27\|5.51\|5.52\|5.30\|204249;2026-05-27\|5.20\|-2.44\|5.35\|5.39\|5.16\|184997;2026-05-28\|5.23\|0.58\|5.17\|5.35\|5.12\|237578;2026-05-29\|4.94\|-5.54\|5.28\|5.28\|4.91\|284539;2026-06-01\|5.09\|3.04\|4.95\|5.20\|4.95\|216838;2026-06-02\|5.03\|-1.18\|5.09\|5.12\|4.93\|149643;2026-06-03\|5.11\|1.59\|5.02\|5.20\|4.93\|260144;2026-06-04\|5.03\|-1.57\|5.10\|5.22\|4.98\|199599;2026-06-05\|5.04\|0.20\|5.00\|5.11\|4.93\|203623;2026-06-08\|4.93\|-2.18\|4.95\|5.07\|4.82\|246188;2026-06-09\|4.99\|1.22\|4.94\|5.04\|4.88\|201282;2026-06-10\|4.85\|-2.81\|4.97\|5.04\|4.81\|187691;2026-06-11\|4.90\|1.03\|4.82\|4.97\|4.73\|198461;2026-06-12\|4.91\|0.20\|4.95\|5.28\|4.88\|270829;2026-06-15\|5.06\|3.06\|4.91\|5.10\|4.86\|258564;2026-06-16\|4.95\|-2.17\|5.07\|5.07\|4.93\|199205;2026-06-17\|4.83\|-2.42\|4.98\|4.98\|4.80\|192970;2026-06-18\|4.92\|1.86\|4.81\|5.03\|4.70\|302473;2026-06-22\|4.93\|0.20\|4.89\|4.97\|4.64\|284405;2026-06-23\|4.85\|-1.62\|4.93\|4.95\|4.79\|178780;2026-06-24\|4.79\|-1.24\|4.81\|4.86\|4.67\|206802;2026-06-25\|4.48\|-6.47\|4.76\|4.78\|4.40\|314120;2026-06-26\|4.42\|-1.34\|4.43\|4.48\|4.31\|246712;2026-06-29\|4.86\|9.95\|4.45\|4.86\|4.36\|239551;2026-06-30\|5.35\|10.08\|4.96\|5.35\|4.87\|602496;2026-07-01\|5.42\|1.31\|5.36\|5.51\|5.22\|592021;2026-07-02\|5.41\|-0.18\|5.47\|5.75\|5.36\|513363;2026-07-03\|5.40\|-0.18\|5.45\|5.55\|5.33\|446240;2026-07-06\|5.29\|-2.04\|5.47\|5.49\|5.23\|344803;2026-07-07\|5.32\|0.57\|5.29\|5.53\|5.23\|252145;2026-07-08\|5.21\|-2.07\|5.30\|5.38\|5.19\|227257;2026-07-09\|5.27\|1.15\|5.20\|5.35\|5.16\|194263;2026-07-10\|5.17\|-1.90\|5.32\|5.39\|5.17\|245801
117573	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：2026年一季度净利润同比大增202.43%，成本节约达4064.16万元，销售策略优化成效显著；涨停缘由：新管理团队推动精细化运营，通过询比价系统降物流费、精准采购压原料成本、清洁能源降能耗，叠加产品结构升级；资金逻辑：业绩预告后资金提前埋伏，4月21日涨停当日主力净流入明显，机构席位买入占比提升，量能放大超均值150%；风险提示：公司主营水处理剂，下游房地产及工业需求承压，毛利率同比微降0.8个百分点，业绩持续性需跟踪二季度订单	公司现有电子化学品可用于半导体晶圆的切割、研磨、抛光、蚀刻和清洗，主要包括有机膦类螯合剂、光刻胶用酚醛树脂等，光刻胶用酚醛树脂产品已通过客户验证并形成小批量销售，光刻胶用丙烯酸树脂等进入市场推广阶段	2026-03-03\|27.69\|-8.58\|30.30\|30.58\|27.67\|94932;2026-03-04\|27.67\|-0.07\|27.37\|28.23\|27.30\|40054;2026-03-05\|28.10\|1.55\|28.11\|28.35\|27.79\|38675;2026-03-06\|28.61\|1.81\|28.10\|28.79\|27.85\|39489;2026-03-09\|28.24\|-1.29\|28.05\|28.47\|27.63\|41646;2026-03-10\|28.89\|2.30\|28.41\|28.93\|28.27\|31870;2026-03-11\|29.00\|0.38\|28.86\|29.67\|28.76\|49976;2026-03-12\|28.79\|-0.72\|29.04\|29.27\|28.51\|43387;2026-03-13\|28.61\|-0.63\|28.50\|29.77\|28.50\|53181;2026-03-16\|28.84\|0.80\|28.94\|29.30\|28.54\|38921;2026-03-17\|26.73\|-7.32\|28.56\|28.99\|26.69\|73398;2026-03-18\|27.05\|1.20\|26.88\|27.22\|26.48\|35660;2026-03-19\|25.92\|-4.18\|26.72\|26.80\|25.77\|43801;2026-03-20\|25.24\|-2.62\|26.00\|26.26\|25.22\|33620;2026-03-23\|24.11\|-4.48\|24.85\|25.38\|23.96\|36769;2026-03-24\|25.04\|3.86\|24.60\|25.08\|24.02\|37752;2026-03-25\|25.19\|0.60\|25.04\|25.30\|24.92\|37830;2026-03-26\|25.40\|0.83\|25.10\|26.03\|25.00\|52253;2026-03-27\|26.50\|4.33\|24.85\|26.94\|24.70\|75801;2026-03-30\|26.40\|-0.38\|26.19\|26.82\|26.08\|49989;2026-03-31\|25.83\|-2.16\|26.33\|26.56\|25.83\|44259;2026-04-01\|26.27\|1.70\|26.16\|26.66\|25.95\|36379;2026-04-02\|26.30\|0.11\|26.18\|26.91\|26.01\|45026;2026-04-03\|25.54\|-2.89\|26.31\|26.57\|25.52\|29559;2026-04-07\|26.08\|2.11\|25.54\|26.23\|25.54\|29059;2026-04-08\|26.49\|1.57\|26.50\|26.74\|26.28\|57664;2026-04-09\|25.84\|-2.45\|26.52\|26.52\|25.50\|52361;2026-04-10\|26.57\|2.83\|25.96\|26.83\|25.96\|65620;2026-04-13\|26.23\|-1.28\|26.45\|26.57\|25.98\|37411;2026-04-14\|27.13\|3.43\|26.32\|27.13\|26.27\|58290;2026-04-15\|26.38\|-2.76\|27.12\|27.29\|26.30\|48576;2026-04-16\|26.64\|0.99\|26.48\|26.78\|26.18\|35402;2026-04-17\|26.80\|0.60\|26.53\|26.90\|26.33\|42032;2026-04-20\|26.71\|-0.34\|26.90\|26.91\|26.64\|34107;2026-04-21\|30.88\|15.61\|28.72\|31.36\|28.72\|274829;2026-04-22\|30.73\|-0.49\|31.34\|31.88\|30.00\|223419;2026-04-23\|31.07\|1.11\|32.00\|32.57\|30.56\|184635;2026-04-24\|30.81\|-0.84\|30.08\|31.49\|30.07\|151434;2026-04-27\|30.56\|-0.81\|30.20\|30.83\|30.00\|101794;2026-04-28\|30.09\|-1.54\|30.12\|30.69\|29.85\|84088;2026-04-29\|30.80\|2.36\|29.80\|31.00\|29.56\|109975;2026-04-30\|30.30\|-1.62\|30.52\|31.12\|30.15\|79910;2026-05-06\|30.97\|2.21\|30.30\|30.99\|30.10\|96436;2026-05-07\|30.96\|-0.03\|30.79\|31.35\|30.70\|104020;2026-05-08\|30.57\|-1.26\|30.70\|31.33\|30.41\|84375;2026-05-11\|30.96\|1.28\|30.73\|31.17\|30.40\|89278;2026-05-12\|30.16\|-2.58\|30.90\|30.90\|29.72\|84425;2026-05-13\|30.28\|0.40\|30.00\|30.41\|29.81\|58365;2026-05-14\|28.88\|-4.62\|30.29\|30.48\|28.83\|84707;2026-05-15\|30.60\|5.96\|28.98\|31.22\|28.89\|135683;2026-05-18\|30.28\|-1.05\|30.70\|31.14\|30.00\|84270;2026-05-19\|29.84\|-1.45\|30.00\|30.74\|29.60\|61989;2026-05-20\|30.10\|1.21\|29.57\|30.55\|29.31\|81048;2026-05-21\|28.57\|-5.08\|29.92\|30.70\|28.54\|83287;2026-05-22\|29.77\|4.20\|28.71\|30.00\|28.60\|69217;2026-05-25\|29.13\|-2.15\|29.78\|30.03\|28.71\|60162;2026-05-26\|28.62\|-1.75\|28.81\|29.76\|28.21\|55595;2026-05-27\|27.51\|-3.88\|28.37\|28.62\|27.15\|65496;2026-05-28\|28.63\|4.07\|27.47\|28.99\|26.89\|78762;2026-05-29\|26.97\|-5.80\|28.44\|28.65\|26.82\|58034;2026-06-01\|26.94\|-0.11\|26.88\|27.82\|26.81\|38122;2026-06-02\|26.14\|-2.97\|26.87\|26.99\|25.69\|41961;2026-06-03\|26.28\|0.54\|26.14\|26.97\|25.71\|47757;2026-06-04\|25.47\|-3.08\|25.91\|26.03\|25.22\|45828;2026-06-05\|25.57\|0.39\|25.35\|25.94\|24.46\|51636;2026-06-08\|24.08\|-5.83\|24.80\|25.11\|23.68\|51643;2026-06-09\|25.47\|5.77\|24.31\|25.61\|24.21\|56862;2026-06-10\|25.57\|0.39\|25.20\|25.77\|25.07\|51182;2026-06-11\|26.03\|1.80\|25.31\|26.12\|24.88\|63072;2026-06-12\|26.35\|1.23\|26.10\|26.86\|25.84\|66017;2026-06-15\|27.03\|2.58\|26.60\|27.03\|26.08\|45466;2026-06-16\|27.46\|1.59\|27.02\|27.85\|26.82\|52983;2026-06-17\|28.03\|2.08\|27.29\|28.40\|27.17\|72490;2026-06-18\|27.20\|-2.96\|27.78\|27.98\|27.00\|66516;2026-06-22\|28.27\|3.93\|27.00\|28.27\|26.32\|79378;2026-06-23\|28.98\|2.51\|27.90\|29.75\|27.63\|124386;2026-06-24\|28.87\|-0.38\|29.88\|30.55\|27.68\|128652;2026-06-25\|28.32\|-1.91\|28.28\|30.40\|27.34\|135690;2026-06-26\|30.27\|6.89\|28.86\|30.50\|28.86\|217566;2026-06-29\|33.59\|10.97\|30.51\|35.22\|30.51\|279828;2026-06-30\|32.30\|-3.84\|33.42\|33.50\|31.00\|224638;2026-07-01\|35.45\|9.75\|31.83\|35.99\|31.83\|252435;2026-07-02\|34.99\|-1.30\|34.80\|36.12\|33.60\|181231;2026-07-03\|31.32\|-10.49\|34.37\|34.40\|30.62\|196116;2026-07-06\|30.10\|-3.90\|31.03\|32.03\|29.96\|120220;2026-07-07\|29.57\|-1.76\|29.76\|30.47\|29.39\|72753;2026-07-08\|26.90\|-9.03\|29.41\|29.66\|26.88\|112412;2026-07-09\|26.74\|-0.59\|26.98\|27.18\|25.67\|93078;2026-07-10\|26.00\|-2.77\|26.60\|27.28\|26.00\|93347
117572	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：光刻机（胶）板块集体走强，安集科技作为CMP抛光液及光刻胶去除剂国产龙头获资金聚焦；涨停缘由：SK海力士300亿美元EUV光刻机扩产计划带动上游材料需求；公司抛光液市占率持续提升，‘3+1’平台打开放量空间；近期入选科创板50成份股并获多家机构上调目标价至294元；资金逻辑：主力资金连续多日净流入，6月29日股价大涨11.05%，创阶段新高，融资余额快速攀升，特大单与大单合计净流入占比超16%；风险提示：估值处于高位（动态市盈率75.93），短期涨幅较大存在技术性回调压力；日元大幅贬值或加剧进口原材料成本波动	公司是国产集成电路CMP抛光液和光刻胶去除剂龙头之一	2026-03-03\|249.33\|-5.56\|263.88\|267.48\|246.98\|46641;2026-03-04\|247.50\|-0.73\|250.53\|255.45\|245.05\|31303;2026-03-05\|249.00\|0.61\|253.00\|254.70\|246.50\|24211;2026-03-06\|247.30\|-0.68\|248.00\|250.88\|247.00\|16537;2026-03-09\|244.92\|-0.96\|242.01\|245.77\|234.00\|28815;2026-03-10\|249.30\|1.79\|248.00\|252.00\|244.03\|22901;2026-03-11\|245.76\|-1.42\|247.00\|250.94\|244.44\|24000;2026-03-12\|243.70\|-0.84\|247.00\|248.29\|241.01\|17445;2026-03-13\|236.78\|-2.84\|241.20\|244.46\|236.15\|30834;2026-03-16\|240.55\|1.59\|236.78\|241.97\|229.30\|33009;2026-03-17\|234.66\|-2.45\|241.20\|243.41\|234.51\|20401;2026-03-18\|243.80\|3.90\|239.35\|245.28\|235.03\|27169;2026-03-19\|233.36\|-4.28\|239.00\|239.90\|232.10\|31059;2026-03-20\|232.28\|-0.46\|234.02\|237.97\|232.28\|25439;2026-03-23\|219.46\|-5.52\|227.00\|230.00\|218.78\|34207;2026-03-24\|229.18\|4.43\|223.86\|229.72\|218.70\|36116;2026-03-25\|235.22\|2.64\|232.00\|240.73\|230.00\|28662;2026-03-26\|229.99\|-2.22\|235.87\|236.47\|228.03\|19910;2026-03-27\|247.10\|7.44\|234.00\|250.58\|233.67\|47119;2026-03-30\|258.44\|4.59\|244.44\|260.88\|242.61\|56816;2026-03-31\|250.68\|-3.00\|254.64\|258.35\|248.88\|31303;2026-04-01\|253.50\|1.12\|258.49\|259.86\|251.80\|23966;2026-04-02\|250.26\|-1.28\|253.51\|257.33\|247.00\|19323;2026-04-03\|254.10\|1.53\|251.90\|257.67\|249.51\|22403;2026-04-07\|252.57\|-0.60\|254.07\|258.49\|252.20\|14420;2026-04-08\|268.10\|6.15\|260.18\|268.55\|256.32\|33076;2026-04-09\|268.72\|0.23\|265.00\|272.00\|262.03\|26662;2026-04-10\|265.27\|-1.28\|269.90\|273.66\|264.40\|24182;2026-04-13\|255.28\|-3.77\|263.20\|265.00\|254.08\|28867;2026-04-14\|261.80\|2.55\|258.80\|266.60\|257.90\|25277;2026-04-15\|251.85\|-3.80\|267.00\|268.33\|251.06\|30859;2026-04-16\|253.45\|0.64\|252.11\|254.66\|248.48\|35704;2026-04-17\|245.00\|-3.33\|254.00\|254.60\|244.10\|35148;2026-04-20\|246.29\|0.53\|245.03\|248.60\|240.50\|41038;2026-04-21\|245.41\|-0.36\|248.00\|248.58\|241.01\|28381;2026-04-22\|248.81\|1.39\|245.00\|249.68\|243.62\|34736;2026-04-23\|244.77\|-1.62\|250.70\|252.48\|240.05\|38248;2026-04-24\|246.12\|0.55\|244.77\|249.49\|241.60\|38814;2026-04-27\|256.20\|4.10\|249.24\|260.00\|246.33\|53025;2026-04-28\|257.90\|0.66\|254.20\|264.40\|246.81\|56272;2026-04-29\|244.94\|-5.03\|246.50\|249.00\|230.13\|115633;2026-04-30\|250.20\|2.15\|243.50\|254.98\|241.80\|67326;2026-05-06\|259.85\|3.86\|260.00\|271.63\|255.20\|73751;2026-05-07\|266.01\|2.37\|262.99\|266.99\|257.33\|54170;2026-05-08\|256.00\|-3.76\|261.62\|261.68\|252.26\|47635;2026-05-11\|270.20\|5.55\|260.86\|276.88\|260.86\|68773;2026-05-12\|271.50\|0.48\|270.10\|274.34\|263.44\|59137;2026-05-13\|287.00\|5.71\|269.00\|290.13\|268.03\|77765;2026-05-14\|271.00\|-5.57\|289.99\|290.00\|270.34\|75135;2026-05-15\|276.80\|2.14\|269.00\|290.05\|259.19\|87326;2026-05-18\|288.56\|4.25\|283.82\|303.88\|283.65\|85227;2026-05-19\|304.00\|5.35\|286.00\|305.88\|278.10\|85089;2026-05-20\|323.84\|6.53\|303.00\|330.44\|302.10\|98333;2026-05-21\|304.79\|-5.88\|328.00\|344.20\|303.77\|118442;2026-05-22\|311.19\|2.10\|309.00\|314.80\|296.08\|84235;2026-05-25\|329.22\|5.79\|311.00\|344.02\|301.21\|93307;2026-05-26\|339.30\|3.06\|335.72\|339.59\|316.20\|80746;2026-05-27\|312.88\|-7.79\|338.00\|348.50\|312.50\|87756;2026-05-28\|303.00\|-3.16\|309.00\|311.00\|294.53\|89091;2026-05-29\|284.23\|-6.19\|303.75\|305.80\|281.03\|79429;2026-06-01\|268.00\|-5.71\|286.66\|288.29\|267.20\|64769;2026-06-02\|274.18\|2.31\|271.00\|280.89\|267.33\|57545;2026-06-03\|279.00\|1.76\|275.00\|287.77\|273.02\|61620;2026-06-04\|282.59\|1.29\|270.70\|285.78\|270.12\|54294;2026-06-05\|273.00\|-3.39\|278.60\|288.28\|271.50\|56426;2026-06-08\|259.78\|-4.84\|255.00\|268.24\|255.00\|50782;2026-06-09\|279.26\|7.50\|264.97\|281.65\|263.00\|58730;2026-06-10\|216.40\|0.92\|210.16\|221.00\|210.13\|77862;2026-06-11\|230.45\|6.49\|214.20\|232.95\|214.15\|126595;2026-06-12\|225.00\|-2.36\|240.30\|244.20\|223.00\|137984;2026-06-15\|233.67\|3.85\|225.00\|233.80\|220.66\|94777;2026-06-16\|232.88\|-0.34\|235.33\|238.80\|227.24\|102308;2026-06-17\|245.62\|5.47\|228.00\|245.62\|226.45\|111639;2026-06-18\|245.99\|0.15\|244.42\|250.68\|242.50\|101733;2026-06-22\|257.20\|4.56\|251.19\|259.22\|243.32\|110214;2026-06-23\|246.10\|-4.32\|254.99\|255.84\|241.80\|90330;2026-06-24\|264.30\|7.40\|243.23\|268.78\|239.86\|125232;2026-06-25\|268.55\|1.61\|270.00\|272.80\|257.57\|114061;2026-06-26\|274.48\|2.21\|262.31\|281.00\|258.80\|116283;2026-06-29\|304.80\|11.05\|282.80\|309.80\|280.18\|154961;2026-06-30\|339.46\|11.37\|306.37\|339.98\|303.02\|134868;2026-07-01\|322.60\|-4.97\|326.22\|366.00\|317.21\|167335;2026-07-02\|301.40\|-6.57\|308.00\|322.00\|290.17\|130838;2026-07-03\|284.31\|-5.67\|295.00\|301.98\|277.30\|126708;2026-07-06\|289.35\|1.77\|291.80\|303.90\|281.82\|116994;2026-07-07\|300.02\|3.69\|283.46\|306.70\|283.00\|94475;2026-07-08\|316.09\|5.36\|300.90\|323.80\|284.24\|120081;2026-07-09\|343.90\|8.80\|326.03\|346.50\|309.00\|135144;2026-07-10\|312.80\|-9.04\|344.00\|362.49\|312.50\|14006155
117571	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	液冷服务器+半导体核心零部件+泛半导体行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日投资者关系活动记录，公司在数据中心液冷领域主营CDU、Manifold等产品，主要应用于服务器及数据中心的液冷系统。 2、据2026年5月8日投资者关系活动记录，公司全资子公司拟投资20亿元建设半导体核心零部件项目，正处于前期筹备阶段，并探讨与核心客户进行产能共建、股权合作的可能。 3、据2025年年度报告，在泛半导体领域，公司产品已通过美国排名前二的半导体应用设备厂商认证并成为其一级供应商，填补了国内超高纯应用材料的空白。 4、据2026年4月28日年报及2026年一季报，公司2026年一季度营收7.68亿元，同比增长14.15%，其中泛半导体业务收入及新签订单呈现良好增长态势。	公司有部分产品已经成功应用到洁净、清洗等领域，光刻机领域根据结构图纸是有机会可以使用到公司的真空系统产品，表示努力试图跟ASML接触	2026-03-03\|53.73\|-3.59\|55.86\|56.84\|53.53\|148537;2026-03-04\|53.07\|-1.23\|53.47\|54.58\|52.99\|93306;2026-03-05\|53.22\|0.28\|54.20\|54.84\|52.88\|99216;2026-03-06\|53.31\|0.17\|53.06\|54.12\|52.83\|77497;2026-03-09\|51.20\|-3.96\|52.00\|52.78\|49.46\|143713;2026-03-10\|52.31\|2.17\|52.00\|52.70\|51.55\|88956;2026-03-11\|52.08\|-0.44\|52.33\|53.15\|51.91\|80176;2026-03-12\|51.32\|-1.46\|51.81\|52.39\|50.98\|70072;2026-03-13\|50.55\|-1.50\|50.98\|51.70\|50.45\|60490;2026-03-16\|51.77\|2.41\|50.56\|52.22\|49.37\|101360;2026-03-17\|49.83\|-3.75\|51.39\|51.39\|49.79\|81212;2026-03-18\|50.57\|1.49\|49.97\|50.66\|49.58\|63754;2026-03-19\|49.20\|-2.71\|49.74\|50.09\|48.95\|74379;2026-03-20\|48.55\|-1.32\|49.68\|50.46\|48.51\|74275;2026-03-23\|46.59\|-4.04\|47.69\|48.80\|46.20\|91249;2026-03-24\|48.50\|4.10\|47.48\|48.54\|46.48\|104331;2026-03-25\|48.32\|-0.37\|49.36\|50.39\|48.04\|108254;2026-03-26\|47.05\|-2.63\|47.95\|48.25\|46.87\|70688;2026-03-27\|47.68\|1.34\|46.37\|48.46\|46.20\|72869;2026-03-30\|47.24\|-0.92\|46.72\|47.49\|46.62\|49771;2026-03-31\|45.72\|-3.22\|46.97\|47.26\|45.66\|69673;2026-04-01\|47.61\|4.13\|46.76\|47.88\|46.60\|96689;2026-04-02\|45.35\|-4.75\|47.20\|47.21\|45.24\|78828;2026-04-03\|45.94\|1.30\|45.85\|46.40\|45.30\|64210;2026-04-07\|46.28\|0.74\|46.10\|46.93\|46.10\|56633;2026-04-08\|48.33\|4.43\|47.55\|48.41\|47.00\|96718;2026-04-09\|48.75\|0.87\|47.74\|49.49\|47.60\|110725;2026-04-10\|48.98\|0.47\|49.57\|50.35\|48.96\|131049;2026-04-13\|48.76\|-0.45\|48.30\|49.39\|48.23\|79626;2026-04-14\|49.63\|1.78\|48.93\|50.00\|48.93\|98019;2026-04-15\|48.45\|-2.38\|49.86\|49.86\|48.00\|92896;2026-04-16\|48.97\|1.07\|48.60\|49.10\|48.01\|75311;2026-04-17\|49.87\|1.84\|48.78\|50.75\|48.18\|125984;2026-04-20\|51.55\|3.37\|49.51\|52.78\|49.05\|214500;2026-04-21\|50.88\|-1.30\|50.72\|51.62\|50.49\|141614;2026-04-22\|50.90\|0.04\|50.49\|51.23\|50.28\|97364;2026-04-23\|49.25\|-3.24\|51.00\|51.44\|49.20\|118579;2026-04-24\|48.84\|-0.83\|48.77\|50.36\|48.70\|90918;2026-04-27\|49.60\|1.56\|49.07\|50.70\|49.07\|119767;2026-04-28\|50.29\|1.39\|49.31\|51.13\|49.22\|123827;2026-04-29\|49.87\|-0.84\|50.50\|50.94\|49.14\|102690;2026-04-30\|51.78\|3.83\|50.38\|51.97\|50.28\|179320;2026-05-06\|54.11\|4.50\|52.82\|55.44\|52.25\|265045;2026-05-07\|54.76\|1.20\|54.64\|55.18\|53.47\|174965;2026-05-08\|53.12\|-2.99\|54.00\|54.39\|53.10\|155147;2026-05-11\|54.65\|2.88\|53.89\|55.86\|53.80\|204069;2026-05-12\|59.68\|9.20\|54.57\|59.95\|54.40\|488516;2026-05-13\|59.20\|-0.80\|58.50\|59.49\|57.52\|261878;2026-05-14\|62.91\|6.27\|60.55\|65.00\|58.98\|500747;2026-05-15\|63.43\|0.83\|62.90\|67.90\|61.61\|451341;2026-05-18\|61.89\|-2.43\|63.44\|64.99\|61.39\|335499;2026-05-19\|67.11\|8.43\|61.50\|68.80\|61.27\|396251;2026-05-20\|68.68\|2.34\|66.57\|68.96\|65.18\|352446;2026-05-21\|63.40\|-7.69\|67.67\|68.80\|63.18\|347829;2026-05-22\|66.80\|5.36\|63.95\|68.50\|63.21\|276901;2026-05-25\|67.94\|1.71\|66.80\|69.00\|64.11\|374699;2026-05-26\|61.36\|-9.69\|65.96\|66.00\|60.00\|376633;2026-05-27\|57.06\|-7.01\|60.54\|61.49\|56.75\|290231;2026-05-28\|61.21\|7.27\|56.83\|62.00\|56.70\|262480;2026-05-29\|56.24\|-8.12\|61.20\|61.20\|55.80\|201389;2026-06-01\|54.25\|-3.54\|56.00\|57.18\|54.00\|123490;2026-06-02\|53.83\|-0.77\|54.32\|55.58\|53.13\|143100;2026-06-03\|54.20\|0.69\|53.51\|55.85\|53.50\|146819;2026-06-04\|60.70\|11.99\|53.50\|61.98\|53.10\|358418;2026-06-05\|64.29\|5.91\|63.00\|68.50\|60.72\|465623;2026-06-08\|61.58\|-4.22\|61.78\|65.02\|60.66\|254679;2026-06-09\|73.90\|20.01\|63.90\|73.90\|63.10\|408194;2026-06-10\|72.90\|-1.35\|74.00\|74.89\|71.78\|352765;2026-06-11\|72.78\|-0.16\|71.70\|76.60\|71.42\|347668;2026-06-12\|73.14\|0.49\|79.21\|82.48\|73.00\|378515;2026-06-15\|75.41\|3.10\|73.00\|75.82\|70.14\|274807;2026-06-16\|75.30\|-0.15\|75.41\|76.58\|74.30\|233180;2026-06-17\|78.30\|3.98\|74.28\|79.10\|74.03\|258546;2026-06-18\|82.97\|5.96\|76.51\|83.33\|75.75\|325987;2026-06-22\|82.21\|-0.92\|83.63\|84.00\|78.25\|301650;2026-06-23\|78.84\|-4.10\|80.95\|81.80\|78.05\|203715;2026-06-24\|83.85\|6.35\|77.04\|85.48\|77.03\|238800;2026-06-25\|81.11\|-3.27\|83.99\|84.56\|79.86\|242373;2026-06-26\|92.90\|14.54\|81.80\|97.33\|81.60\|508498;2026-06-29\|103.60\|11.52\|96.53\|105.36\|94.70\|487276;2026-06-30\|100.46\|-3.03\|102.52\|106.78\|98.03\|312806;2026-07-01\|103.88\|3.40\|102.47\|107.60\|99.03\|302153;2026-07-02\|94.01\|-9.50\|100.99\|101.04\|93.86\|259584;2026-07-03\|91.55\|-2.62\|95.00\|96.00\|89.88\|187178;2026-07-06\|86.99\|-4.98\|92.06\|92.56\|83.58\|221949;2026-07-07\|87.88\|1.02\|85.87\|90.15\|85.08\|162638;2026-07-08\|86.26\|-1.84\|88.88\|89.96\|81.01\|192109;2026-07-09\|95.00\|10.13\|87.81\|96.00\|86.50\|238933;2026-07-10\|83.35\|-12.26\|96.00\|96.00\|83.14\|283124
117570	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：公司电子级PM/PMA为光刻胶关键溶剂，受光刻胶原材料采购环节中断传闻催化，叠加英特尔等海外大厂业绩超预期带动半导体材料板块走强；涨停缘由：国内少数可量产电子级光刻胶溶剂企业；产品已通过多家头部光刻胶厂商认证；半导体材料自主可控紧迫性提升；资金逻辑：短线资金快速抢筹，4月23-24日换手率显著放大；小市值+高弹性特征吸引题材资金博弈；风险提示：光刻胶溶剂业务占比较小，业绩贡献有限；认证周期长，放量节奏不确定；化工品价格波动影响毛利稳定性	1、公司可用于光刻胶领域的产品主要有电子级丙二醇甲醚（PM）和电子级丙二醇甲醚乙酸酯（PMA）等； 2、国内醇醚及醇醚酯行业的龙头企业之一；公司采用HPPO法工艺拥有年产15万吨环氧丙烷及年产40万吨双氧水的生产能力，产品主要用于聚醚多元醇、丙二醇及表面活性剂等领域	2026-03-03\|15.82\|-5.16\|16.72\|16.90\|15.78\|139992;2026-03-04\|15.80\|-0.13\|15.52\|16.15\|15.43\|83025;2026-03-05\|15.60\|-1.27\|16.01\|16.14\|15.47\|84073;2026-03-06\|16.70\|7.05\|15.50\|16.85\|15.46\|162341;2026-03-09\|16.25\|-2.69\|16.38\|16.90\|15.90\|109238;2026-03-10\|16.22\|-0.18\|16.21\|16.50\|15.99\|71707;2026-03-11\|16.73\|3.14\|16.42\|17.16\|16.23\|168050;2026-03-12\|16.09\|-3.83\|17.30\|17.88\|16.04\|204645;2026-03-13\|16.04\|-0.31\|16.50\|17.12\|16.01\|198140;2026-03-16\|15.77\|-1.68\|15.90\|16.50\|15.46\|146627;2026-03-17\|15.18\|-3.74\|15.72\|16.38\|15.15\|119929;2026-03-18\|15.07\|-0.72\|15.28\|15.45\|14.81\|82182;2026-03-19\|14.55\|-3.45\|14.91\|15.10\|14.44\|73929;2026-03-20\|13.77\|-5.36\|14.61\|14.65\|13.75\|81707;2026-03-23\|13.05\|-5.23\|13.50\|13.72\|12.91\|77544;2026-03-24\|13.55\|3.83\|13.30\|13.59\|12.84\|65179;2026-03-25\|13.62\|0.52\|13.69\|13.83\|13.49\|49792;2026-03-26\|13.43\|-1.40\|13.59\|13.82\|13.26\|54798;2026-03-27\|13.98\|4.10\|13.30\|14.11\|13.13\|71580;2026-03-30\|14.23\|1.79\|13.97\|14.28\|13.83\|66088;2026-03-31\|13.70\|-3.72\|14.08\|14.34\|13.63\|68479;2026-04-01\|14.06\|2.63\|13.93\|14.21\|13.82\|48645;2026-04-02\|13.69\|-2.63\|14.00\|14.07\|13.51\|49332;2026-04-03\|13.21\|-3.51\|13.72\|13.78\|13.00\|39723;2026-04-07\|14.06\|6.43\|13.21\|14.13\|13.09\|70384;2026-04-08\|14.40\|2.42\|14.26\|14.40\|13.98\|65854;2026-04-09\|14.25\|-1.04\|14.39\|14.57\|14.09\|41472;2026-04-10\|14.25\|0.00\|14.29\|14.51\|14.18\|39196;2026-04-13\|14.26\|0.07\|14.13\|14.27\|14.00\|34219;2026-04-14\|14.27\|0.07\|14.38\|14.40\|14.04\|34985;2026-04-15\|13.97\|-2.10\|14.31\|14.31\|13.93\|37369;2026-04-16\|14.27\|2.15\|13.98\|14.36\|13.92\|36066;2026-04-17\|14.18\|-0.63\|14.24\|14.31\|14.01\|31037;2026-04-20\|14.25\|0.49\|14.18\|14.27\|14.05\|26134;2026-04-21\|14.39\|0.98\|14.23\|14.43\|14.06\|34057;2026-04-22\|14.74\|2.43\|14.35\|14.74\|14.10\|67209;2026-04-23\|17.69\|20.01\|17.69\|17.69\|17.10\|226047;2026-04-24\|21.00\|18.71\|18.04\|21.23\|17.15\|582793;2026-04-27\|22.43\|6.81\|19.61\|23.50\|19.61\|454860;2026-04-28\|22.06\|-1.65\|22.29\|23.40\|21.00\|344325;2026-04-29\|21.99\|-0.32\|22.00\|23.00\|21.40\|287525;2026-04-30\|20.00\|-9.05\|22.17\|22.40\|19.68\|366341;2026-05-06\|20.60\|3.00\|20.79\|21.64\|20.40\|231416;2026-05-07\|20.50\|-0.49\|20.40\|20.75\|20.01\|208741;2026-05-08\|19.84\|-3.22\|20.21\|20.25\|19.62\|163960;2026-05-11\|21.71\|9.43\|19.76\|22.04\|19.50\|289848;2026-05-12\|21.35\|-1.66\|21.28\|21.82\|20.63\|205555;2026-05-13\|21.30\|-0.23\|21.20\|21.80\|20.68\|175271;2026-05-14\|24.47\|14.88\|21.46\|25.10\|21.43\|422405;2026-05-15\|29.36\|19.98\|26.82\|29.36\|26.82\|301445;2026-05-18\|30.99\|5.55\|32.00\|34.44\|30.00\|541347;2026-05-19\|34.39\|10.97\|34.11\|35.00\|32.56\|438069;2026-05-20\|32.80\|-4.62\|33.31\|34.50\|31.89\|377980;2026-05-21\|31.44\|-4.15\|33.05\|35.45\|31.44\|322096;2026-05-22\|32.35\|2.89\|33.30\|34.88\|31.20\|357294;2026-05-25\|30.62\|-5.35\|31.96\|32.32\|30.18\|280910;2026-05-26\|28.54\|-6.79\|30.13\|30.38\|27.85\|239085;2026-05-27\|29.80\|4.41\|28.01\|31.25\|27.94\|229957;2026-05-28\|35.76\|20.00\|29.87\|35.76\|29.51\|199608;2026-05-29\|35.00\|-2.13\|37.05\|37.39\|34.00\|328021;2026-06-01\|33.40\|-4.57\|35.35\|35.61\|33.19\|236430;2026-06-02\|31.96\|-4.31\|32.97\|34.20\|31.68\|201054;2026-06-03\|32.72\|2.38\|31.30\|32.88\|30.48\|253410;2026-06-04\|31.58\|-3.48\|31.01\|33.60\|30.31\|243616;2026-06-05\|30.54\|-3.29\|31.00\|31.15\|28.80\|205117;2026-06-08\|28.78\|-5.76\|28.55\|30.25\|28.01\|147366;2026-06-09\|29.86\|3.75\|29.23\|30.88\|28.60\|163416;2026-06-10\|35.83\|19.99\|29.06\|35.83\|28.69\|299806;2026-06-11\|32.56\|-9.13\|36.47\|37.02\|31.50\|423322;2026-06-12\|29.60\|-9.09\|33.80\|34.80\|29.50\|394320;2026-06-15\|29.29\|-1.05\|28.55\|30.19\|28.38\|324776;2026-06-16\|30.37\|3.69\|28.69\|31.28\|27.50\|318461;2026-06-17\|30.12\|-0.82\|29.30\|30.96\|29.27\|225361;2026-06-18\|28.05\|-6.87\|29.32\|29.49\|27.88\|237647;2026-06-22\|28.46\|1.46\|28.09\|29.21\|27.05\|232913;2026-06-23\|34.15\|19.99\|29.28\|34.15\|28.74\|386857;2026-06-24\|34.98\|2.43\|33.08\|39.86\|33.08\|539317;2026-06-25\|35.15\|0.49\|38.00\|38.85\|34.21\|443062;2026-06-26\|36.96\|5.15\|35.01\|39.67\|34.28\|438524;2026-06-29\|41.29\|11.72\|37.71\|42.00\|36.00\|471873;2026-06-30\|37.65\|-8.82\|39.00\|39.10\|35.01\|379189;2026-07-01\|35.62\|-5.39\|36.36\|37.63\|34.55\|296710;2026-07-02\|35.70\|0.22\|34.39\|36.27\|32.69\|223363;2026-07-03\|32.16\|-9.92\|34.90\|35.00\|31.72\|238561;2026-07-06\|31.05\|-3.45\|32.01\|32.70\|30.75\|161155;2026-07-07\|29.90\|-3.70\|30.96\|31.39\|29.59\|144905;2026-07-08\|30.30\|1.34\|29.76\|30.73\|28.20\|194436;2026-07-09\|31.33\|3.40\|30.50\|32.00\|28.69\|214153;2026-07-10\|28.22\|-9.93\|32.33\|32.68\|28.10\|232027
117569	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	光刻胶+前驱体+机构调研行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据证券时报2026年6月27日报道，近一周恒坤新材接受35家机构调研，公司拥有光刻胶概念。据2026年6月25日投资者关系活动记录表，公司目前业绩主要来源为3D NAND、DRAM存储类客户，自产业务保持高速增长。 2、据2025年年报，公司是境内少数具备12英寸集成电路晶圆制造关键材料研发和量产能力的企业，主要从事光刻材料和前驱体材料的研发、生产和销售，产品主要应用于先进NAND、DRAM存储芯片与逻辑芯片制造。 3、据2026年6月26日公告，公司与恒申控股等共同出资设立合资公司的事项已完成工商登记，注册资本1亿元，其中恒坤新材出资5000万元。	2025-11上市	2026-03-03\|49.95\|-9.67\|55.47\|55.75\|49.88\|61047;2026-03-04\|51.00\|2.10\|48.58\|51.60\|48.35\|35639;2026-03-05\|51.26\|0.51\|52.68\|52.68\|51.02\|27157;2026-03-06\|51.24\|-0.04\|51.06\|51.83\|51.06\|20179;2026-03-09\|50.22\|-1.99\|49.81\|50.55\|48.81\|29173;2026-03-10\|52.39\|4.32\|51.24\|52.42\|51.17\|30936;2026-03-11\|51.42\|-1.85\|52.39\|52.99\|51.39\|23433;2026-03-12\|50.94\|-0.93\|50.99\|51.68\|50.63\|23675;2026-03-13\|50.98\|0.08\|50.28\|52.59\|50.28\|31265;2026-03-16\|52.50\|2.98\|50.88\|52.80\|50.00\|32801;2026-03-17\|52.03\|-0.90\|52.50\|53.29\|51.73\|31477;2026-03-18\|53.80\|3.40\|52.01\|54.15\|52.01\|47085;2026-03-19\|51.69\|-3.92\|52.72\|53.33\|51.46\|31420;2026-03-20\|49.51\|-4.22\|52.10\|52.66\|49.40\|31592;2026-03-23\|46.06\|-6.97\|47.30\|48.63\|45.64\|33541;2026-03-24\|47.37\|2.84\|46.89\|48.44\|45.85\|24741;2026-03-25\|48.61\|2.62\|48.00\|49.54\|47.79\|29075;2026-03-26\|46.65\|-4.03\|48.61\|48.61\|46.40\|26906;2026-03-27\|47.97\|2.83\|45.88\|48.28\|45.78\|26067;2026-03-30\|47.91\|-0.13\|46.99\|48.38\|46.83\|15309;2026-03-31\|46.41\|-3.13\|47.51\|47.78\|46.25\|21452;2026-04-01\|47.68\|2.74\|47.39\|48.10\|47.38\|18354;2026-04-02\|45.68\|-4.19\|47.60\|47.60\|45.41\|24611;2026-04-03\|46.32\|1.40\|46.00\|47.19\|45.77\|24552;2026-04-07\|46.34\|0.04\|46.88\|47.52\|46.20\|20311;2026-04-08\|49.62\|7.08\|47.80\|49.64\|47.50\|39203;2026-04-09\|48.77\|-1.71\|49.00\|49.91\|48.58\|27966;2026-04-10\|48.93\|0.33\|49.47\|49.80\|48.78\|23926;2026-04-13\|49.00\|0.14\|48.86\|49.60\|48.50\|19541;2026-04-14\|51.00\|4.08\|49.66\|51.00\|49.30\|32609;2026-04-15\|50.21\|-1.55\|51.20\|51.61\|50.10\|29850;2026-04-16\|50.32\|0.22\|50.20\|50.67\|49.65\|18977;2026-04-17\|50.69\|0.74\|50.07\|51.15\|49.97\|26160;2026-04-20\|50.16\|-1.05\|50.61\|50.98\|49.90\|26901;2026-04-21\|50.55\|0.78\|50.47\|50.75\|49.68\|28900;2026-04-22\|51.44\|1.76\|50.60\|51.89\|50.30\|40974;2026-04-23\|50.59\|-1.65\|52.17\|53.58\|50.44\|48250;2026-04-24\|50.04\|-1.09\|49.80\|51.50\|49.61\|28373;2026-04-27\|51.35\|2.62\|50.02\|52.05\|50.00\|37052;2026-04-28\|49.25\|-4.09\|50.86\|50.90\|48.10\|44720;2026-04-29\|49.06\|-0.39\|48.69\|49.69\|47.90\|28336;2026-04-30\|50.46\|2.85\|49.55\|50.78\|49.40\|31664;2026-05-06\|51.88\|2.81\|51.51\|53.10\|51.00\|45078;2026-05-07\|53.39\|2.91\|52.28\|53.62\|51.83\|46341;2026-05-08\|54.56\|2.19\|52.59\|54.68\|51.91\|55389;2026-05-11\|57.30\|5.02\|55.50\|57.31\|54.80\|90343;2026-05-12\|57.39\|0.16\|56.53\|59.66\|55.60\|72268;2026-05-13\|61.79\|7.67\|60.21\|64.25\|60.21\|129036;2026-05-14\|59.00\|-4.52\|60.00\|62.59\|58.20\|101290;2026-05-15\|60.03\|1.75\|58.71\|62.99\|58.71\|93827;2026-05-18\|65.25\|8.70\|62.95\|70.00\|60.12\|169446;2026-05-19\|62.31\|-4.51\|63.00\|63.37\|60.55\|122722;2026-05-20\|65.50\|5.12\|64.88\|66.11\|61.81\|117943;2026-05-21\|58.21\|-11.13\|64.97\|66.83\|57.58\|125759;2026-05-22\|59.70\|2.56\|58.82\|60.46\|58.22\|81909;2026-05-25\|61.88\|3.65\|60.50\|62.59\|58.70\|90321;2026-05-26\|57.42\|-7.21\|61.02\|61.27\|55.58\|106988;2026-05-27\|55.04\|-4.14\|58.00\|58.99\|54.68\|74266;2026-05-28\|56.59\|2.82\|54.81\|57.18\|53.77\|62681;2026-05-29\|52.37\|-7.46\|57.00\|57.75\|51.81\|64410;2026-06-01\|50.77\|-3.06\|52.50\|52.89\|50.51\|44019;2026-06-02\|49.60\|-2.30\|51.49\|51.49\|48.93\|44858;2026-06-03\|49.99\|0.79\|49.61\|51.44\|49.10\|49323;2026-06-04\|50.30\|0.62\|49.89\|50.88\|48.94\|47653;2026-06-05\|51.35\|2.09\|49.60\|53.11\|47.90\|70045;2026-06-08\|48.86\|-4.85\|47.80\|50.27\|47.57\|44855;2026-06-09\|52.86\|8.19\|49.74\|52.98\|49.22\|64186;2026-06-10\|54.46\|3.03\|52.21\|54.87\|52.00\|73616;2026-06-11\|57.52\|5.62\|53.00\|58.36\|53.00\|102556;2026-06-12\|54.12\|-5.91\|58.78\|59.37\|54.11\|108700;2026-06-15\|54.99\|1.61\|54.54\|55.58\|52.91\|70413;2026-06-16\|55.85\|1.56\|54.55\|56.18\|54.22\|71649;2026-06-17\|59.18\|5.96\|54.83\|60.48\|54.54\|98652;2026-06-18\|58.31\|-1.47\|58.90\|60.54\|57.99\|80745;2026-06-22\|59.50\|2.04\|58.24\|60.30\|57.81\|87637;2026-06-23\|58.90\|-1.01\|61.70\|62.25\|57.66\|76831;2026-06-24\|62.13\|5.48\|57.98\|62.35\|55.79\|110910;2026-06-25\|62.97\|1.35\|63.38\|65.00\|61.00\|117107;2026-06-26\|63.16\|0.30\|62.01\|67.31\|61.63\|101566;2026-06-29\|71.02\|12.44\|65.50\|75.79\|65.50\|171292;2026-06-30\|74.80\|5.32\|70.02\|76.76\|70.02\|144328;2026-07-01\|73.85\|-1.27\|75.00\|80.00\|73.50\|140956;2026-07-02\|70.00\|-5.21\|70.15\|74.90\|67.00\|113349;2026-07-03\|66.23\|-5.39\|70.00\|72.00\|66.00\|94382;2026-07-06\|63.06\|-4.79\|67.00\|67.60\|59.92\|105911;2026-07-07\|62.74\|-0.51\|61.89\|64.64\|61.88\|57823;2026-07-08\|61.67\|-1.71\|63.56\|64.24\|58.59\|53686;2026-07-09\|68.68\|11.37\|63.97\|70.96\|63.97\|98687;2026-07-10\|63.15\|-8.05\|70.50\|70.87\|63.00\|8155369
117568	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	光刻胶+存储芯片+收购股权行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2026年1月6日公告，公司拟以7,760万元现金收购乌兰察布南大16.1666%少数股权，完成后持股比例升至91.05%，强化对核心生产基地控制。 2、据2025年10月27日互动易，公司多款ArF光刻胶在关键客户测试顺利，部分已量产供应，去年销售收入破千万，国产替代加速。 3、据2025年半年度报告，公司主营先进前驱体、高纯电子特气、光刻胶三大半导体材料，产品覆盖存储芯片、逻辑芯片等，承担多项国家02专项，已导入国内领先芯片企业量产。	公司ArF光刻胶已在下游客户存储芯片50nm和逻辑芯片55nm技术节点的产品上通过认证	2026-03-03\|51.14\|-7.61\|55.35\|56.25\|50.91\|534212;2026-03-04\|50.95\|-0.37\|51.00\|52.55\|50.50\|295490;2026-03-05\|52.26\|2.57\|52.70\|53.92\|51.78\|391229;2026-03-06\|51.56\|-1.34\|52.17\|52.66\|51.50\|243225;2026-03-09\|50.27\|-2.50\|50.00\|50.54\|48.38\|344504;2026-03-10\|51.52\|2.49\|51.30\|51.72\|50.54\|256896;2026-03-11\|51.06\|-0.89\|51.53\|52.63\|50.80\|242827;2026-03-12\|50.50\|-1.10\|51.07\|51.88\|50.05\|223292;2026-03-13\|50.38\|-0.24\|50.00\|51.88\|49.80\|240811;2026-03-16\|49.49\|-1.77\|48.89\|49.64\|47.57\|365503;2026-03-17\|47.50\|-4.02\|49.48\|49.48\|47.49\|221178;2026-03-18\|48.33\|1.75\|47.86\|48.47\|47.33\|175002;2026-03-19\|47.14\|-2.46\|47.67\|48.05\|46.82\|181256;2026-03-20\|46.62\|-1.10\|47.56\|48.13\|46.60\|221695;2026-03-23\|44.20\|-5.19\|46.00\|46.39\|43.91\|279144;2026-03-24\|44.90\|1.58\|45.14\|45.27\|43.58\|197934;2026-03-25\|46.31\|3.14\|45.68\|46.96\|45.68\|247157;2026-03-26\|45.18\|-2.44\|45.88\|46.24\|44.95\|155829;2026-03-27\|46.37\|2.63\|44.88\|46.79\|44.60\|222591;2026-03-30\|46.27\|-0.22\|45.30\|46.49\|45.28\|151184;2026-03-31\|45.14\|-2.44\|46.25\|46.45\|45.01\|161691;2026-04-01\|46.13\|2.19\|46.31\|46.49\|45.57\|163745;2026-04-02\|44.51\|-3.51\|46.00\|46.00\|44.16\|171015;2026-04-03\|44.80\|0.65\|44.90\|45.44\|44.80\|142427;2026-04-07\|45.67\|1.94\|45.18\|46.19\|45.18\|161865;2026-04-08\|48.18\|5.50\|47.04\|48.18\|46.73\|345919;2026-04-09\|47.70\|-1.00\|47.49\|48.47\|47.33\|277250;2026-04-10\|47.52\|-0.38\|47.70\|48.46\|47.52\|298389;2026-04-13\|47.72\|0.42\|46.76\|48.26\|46.76\|229500;2026-04-14\|48.68\|2.01\|48.33\|49.18\|48.01\|338787;2026-04-15\|47.33\|-2.77\|48.68\|48.99\|47.08\|294289;2026-04-16\|48.04\|1.50\|47.40\|48.24\|47.00\|233107;2026-04-17\|49.50\|3.04\|48.07\|49.74\|47.40\|431686;2026-04-20\|50.59\|2.20\|49.51\|50.75\|48.80\|463904;2026-04-21\|51.25\|1.30\|51.01\|51.39\|50.03\|431186;2026-04-22\|51.48\|0.45\|51.63\|52.80\|51.02\|498304;2026-04-23\|52.36\|1.71\|52.50\|53.74\|51.38\|556220;2026-04-24\|53.57\|2.31\|51.17\|54.05\|50.36\|622456;2026-04-27\|51.73\|-3.43\|53.30\|55.46\|50.96\|768404;2026-04-28\|50.90\|-1.60\|51.68\|52.36\|49.19\|495561;2026-04-29\|50.78\|-0.24\|50.36\|51.26\|49.50\|381341;2026-04-30\|51.52\|1.46\|51.00\|52.99\|50.83\|381814;2026-05-06\|54.07\|4.95\|52.00\|55.28\|51.89\|599368;2026-05-07\|55.82\|3.24\|54.36\|56.12\|53.76\|582406;2026-05-08\|54.12\|-3.05\|54.77\|55.13\|53.76\|500302;2026-05-11\|56.53\|4.45\|55.02\|56.75\|54.40\|662515;2026-05-12\|55.54\|-1.75\|56.06\|56.10\|54.41\|476417;2026-05-13\|57.65\|3.80\|54.43\|58.42\|53.89\|647687;2026-05-14\|55.50\|-3.73\|57.89\|57.97\|55.50\|528411;2026-05-15\|56.54\|1.87\|55.95\|58.48\|55.37\|773876;2026-05-18\|56.74\|0.85\|55.47\|58.28\|54.14\|643128;2026-05-19\|57.94\|2.11\|55.50\|58.14\|54.60\|630527;2026-05-20\|59.98\|3.52\|57.90\|61.66\|57.52\|975277;2026-05-21\|55.76\|-7.04\|60.33\|60.88\|55.10\|893818;2026-05-22\|56.63\|1.56\|56.22\|57.28\|54.71\|564572;2026-05-25\|61.00\|7.72\|56.89\|63.05\|56.32\|902428;2026-05-26\|59.48\|-2.49\|60.50\|60.59\|57.50\|670343;2026-05-27\|56.22\|-5.48\|59.88\|59.88\|56.21\|541490;2026-05-28\|57.91\|3.01\|55.66\|58.24\|54.26\|477355;2026-05-29\|51.54\|-11.00\|57.50\|57.50\|50.89\|650616;2026-06-01\|49.31\|-4.33\|51.60\|52.34\|49.02\|427982;2026-06-02\|49.35\|0.08\|49.66\|50.45\|48.28\|358756;2026-06-03\|50.82\|2.98\|49.47\|52.16\|49.31\|434459;2026-06-04\|52.59\|3.48\|50.00\|53.24\|49.81\|423027;2026-06-05\|57.03\|8.44\|51.69\|60.61\|50.65\|1143687;2026-06-08\|57.19\|0.28\|56.00\|59.50\|55.50\|905282;2026-06-09\|62.71\|9.65\|58.90\|63.18\|57.33\|1128996;2026-06-10\|61.72\|-1.58\|62.50\|63.66\|61.00\|780517;2026-06-11\|66.71\|8.08\|61.71\|68.50\|61.71\|1252645;2026-06-12\|59.39\|-10.97\|67.20\|68.10\|59.11\|1471390;2026-06-15\|61.63\|3.77\|59.38\|62.24\|58.32\|766437;2026-06-16\|63.31\|2.73\|62.50\|64.95\|62.00\|759436;2026-06-17\|65.33\|3.19\|62.55\|66.28\|62.16\|719412;2026-06-18\|64.90\|-0.66\|64.58\|65.20\|63.02\|610019;2026-06-22\|70.80\|9.09\|66.92\|71.18\|66.50\|1033038;2026-06-23\|71.43\|0.89\|74.92\|76.59\|70.70\|1055863;2026-06-24\|77.00\|7.80\|71.60\|78.43\|69.64\|1114310;2026-06-25\|74.72\|-2.96\|78.55\|78.55\|72.81\|1090370;2026-06-26\|78.12\|4.55\|74.63\|81.00\|74.01\|1111100;2026-06-29\|90.00\|15.21\|82.88\|93.70\|81.33\|1368001;2026-06-30\|92.65\|2.94\|90.00\|93.66\|85.50\|1089324;2026-07-01\|88.74\|-4.22\|91.18\|98.82\|87.78\|1161099;2026-07-02\|88.77\|0.03\|84.33\|93.70\|82.23\|1150199;2026-07-03\|80.18\|-9.68\|85.58\|88.66\|79.33\|1119385;2026-07-06\|77.74\|-3.04\|80.81\|81.50\|75.55\|736492;2026-07-07\|77.30\|-0.57\|76.80\|79.28\|75.66\|549224;2026-07-08\|74.13\|-4.10\|77.64\|78.10\|71.32\|616492;2026-07-09\|80.18\|8.16\|75.30\|80.51\|74.61\|751026;2026-07-10\|74.27\|-7.37\|81.39\|84.20\|74.02\|928069
117567	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	太空光伏+铜浆量产+半导体掩模行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2026年1月20日互动易，公司高性能导电浆料已用于商用卫星太阳翼并切入卫星通信组件，乘“太空光伏”概念东风。 2、据2025年10月31日机构调研，公司光伏导电浆料市占率近35%，N型占比96%，铜浆已小规模出货，推动“减银-替银-无银”技术路线。 3、据2026年1月31日公告，公司拟3.5亿元收购韩国SKE空白掩模业务，布局半导体关键材料，交割时间拟定2026年3月31日。	公司空白掩膜版产品已通过SK海力士、TMC、迪思微、中微掩模等国内外半导体客户的量产验证	2026-03-03\|92.30\|-8.24\|98.88\|101.37\|91.87\|142407;2026-03-04\|90.08\|-2.41\|90.98\|94.14\|89.20\|103386;2026-03-05\|90.20\|0.13\|93.00\|93.68\|89.50\|100560;2026-03-06\|89.41\|-0.88\|89.88\|90.73\|87.80\|83761;2026-03-09\|88.14\|-1.42\|85.16\|89.25\|81.35\|126683;2026-03-10\|93.94\|6.58\|90.50\|93.98\|90.05\|125832;2026-03-11\|91.88\|-2.19\|94.00\|94.93\|91.31\|82183;2026-03-12\|89.80\|-2.26\|91.71\|92.25\|87.35\|80676;2026-03-13\|88.18\|-1.80\|91.66\|92.65\|88.00\|83840;2026-03-16\|87.35\|-0.94\|87.56\|88.89\|84.39\|74851;2026-03-17\|83.46\|-4.45\|88.98\|89.30\|83.00\|63953;2026-03-18\|85.40\|2.32\|84.38\|86.45\|83.20\|59162;2026-03-19\|82.70\|-3.16\|83.11\|84.99\|81.83\|61099;2026-03-20\|82.51\|-0.23\|84.00\|86.58\|81.84\|106779;2026-03-23\|81.79\|-0.87\|80.00\|84.75\|79.79\|78394;2026-03-24\|80.38\|-1.72\|83.90\|83.90\|75.47\|113637;2026-03-25\|83.20\|3.51\|82.00\|84.84\|81.08\|90210;2026-03-26\|81.80\|-1.68\|83.00\|84.27\|80.58\|53120;2026-03-27\|87.99\|7.57\|80.80\|89.97\|80.11\|130058;2026-03-30\|86.05\|-2.20\|87.00\|87.98\|84.48\|74168;2026-03-31\|82.74\|-3.85\|85.30\|86.83\|82.74\|57164;2026-04-01\|87.26\|5.46\|85.97\|87.69\|83.98\|106435;2026-04-02\|83.02\|-4.86\|86.93\|87.00\|82.52\|66185;2026-04-03\|82.01\|-1.22\|83.85\|85.50\|81.88\|55482;2026-04-07\|80.77\|-1.51\|82.22\|83.77\|80.68\|43573;2026-04-08\|87.60\|8.46\|84.55\|87.85\|83.51\|98628;2026-04-09\|87.06\|-0.62\|85.82\|88.98\|85.37\|66622;2026-04-10\|92.38\|6.11\|88.05\|94.46\|86.46\|149889;2026-04-13\|92.00\|-0.41\|91.00\|92.60\|90.12\|100987;2026-04-14\|90.69\|-1.42\|92.41\|95.29\|89.29\|110735;2026-04-15\|92.49\|1.98\|92.33\|94.80\|91.60\|123473;2026-04-16\|95.80\|3.58\|92.90\|96.87\|91.00\|117679;2026-04-17\|97.70\|1.98\|94.29\|99.70\|94.22\|91081;2026-04-20\|96.37\|-1.36\|97.75\|98.89\|94.41\|93310;2026-04-21\|97.83\|1.51\|97.13\|99.22\|95.76\|79068;2026-04-22\|94.02\|-3.89\|96.90\|101.36\|94.00\|151746;2026-04-23\|90.87\|-3.35\|96.00\|97.99\|85.95\|217903;2026-04-24\|93.70\|3.11\|91.08\|96.12\|89.02\|118437;2026-04-27\|99.91\|6.63\|94.00\|102.68\|93.94\|174961;2026-04-28\|101.69\|1.78\|101.00\|103.51\|98.00\|138721;2026-04-29\|101.67\|-0.02\|103.06\|105.88\|95.70\|216567;2026-04-30\|102.97\|1.28\|101.66\|106.00\|100.33\|130915;2026-05-06\|110.50\|7.31\|103.00\|111.50\|101.93\|159576;2026-05-07\|113.05\|2.31\|109.90\|114.47\|109.00\|113535;2026-05-08\|110.96\|-1.85\|111.00\|112.35\|108.02\|112504;2026-05-11\|112.80\|1.66\|113.00\|115.61\|110.01\|112343;2026-05-12\|113.80\|0.89\|114.78\|116.57\|111.00\|117861;2026-05-13\|112.06\|-1.53\|111.00\|114.98\|108.60\|113670;2026-05-14\|114.02\|1.75\|112.50\|117.50\|111.09\|128397;2026-05-15\|111.45\|-2.25\|114.03\|116.46\|107.01\|117283;2026-05-18\|111.00\|-0.40\|111.88\|115.40\|109.80\|93944;2026-05-19\|111.05\|0.04\|111.38\|111.98\|105.86\|96867;2026-05-20\|116.20\|4.64\|110.88\|118.77\|109.44\|129364;2026-05-21\|109.00\|-6.20\|117.50\|121.44\|108.00\|158645;2026-05-22\|108.70\|-0.28\|110.00\|111.87\|106.84\|137382;2026-05-25\|114.44\|5.28\|110.00\|114.88\|102.00\|167136;2026-05-26\|108.88\|-4.86\|116.66\|119.00\|106.68\|137102;2026-05-27\|101.50\|-6.78\|109.21\|109.90\|101.18\|133418;2026-05-28\|100.76\|-0.73\|101.23\|102.44\|99.00\|104788;2026-05-29\|91.80\|-8.89\|100.00\|101.89\|91.19\|172176;2026-06-01\|87.88\|-4.27\|91.06\|93.48\|87.77\|118497;2026-06-02\|87.70\|-0.20\|88.53\|89.66\|85.22\|85237;2026-06-03\|87.39\|-0.35\|88.00\|90.00\|86.00\|89571;2026-06-04\|90.38\|3.42\|86.21\|91.72\|85.05\|137272;2026-06-05\|87.66\|-3.01\|89.00\|91.32\|86.06\|108239;2026-06-08\|80.69\|-7.95\|83.00\|86.43\|79.00\|134526;2026-06-09\|86.30\|6.95\|82.32\|86.88\|81.04\|105270;2026-06-10\|86.80\|0.58\|85.00\|89.09\|85.00\|122437;2026-06-11\|93.21\|7.38\|86.69\|96.69\|86.30\|215992;2026-06-12\|89.81\|-3.65\|94.98\|96.24\|89.00\|218269;2026-06-15\|91.50\|1.88\|90.00\|92.38\|86.28\|160510;2026-06-16\|95.85\|4.75\|92.00\|97.30\|90.58\|171513;2026-06-17\|96.00\|0.16\|94.55\|97.98\|93.51\|157137;2026-06-18\|98.58\|3.13\|95.20\|100.53\|95.10\|140041;2026-06-22\|97.92\|-0.67\|98.58\|100.88\|95.74\|161030;2026-06-23\|94.42\|-3.57\|98.36\|98.68\|94.00\|134687;2026-06-24\|96.39\|2.09\|94.20\|97.27\|91.57\|141672;2026-06-25\|93.66\|-2.83\|97.28\|97.30\|90.80\|148705;2026-06-26\|94.98\|1.41\|93.00\|98.35\|91.66\|167854;2026-06-29\|110.70\|16.55\|102.00\|112.43\|101.16\|313055;2026-06-30\|132.70\|19.87\|113.80\|132.83\|109.00\|373281;2026-07-01\|130.80\|-1.43\|129.59\|135.76\|126.00\|313218;2026-07-02\|122.20\|-6.57\|122.88\|130.68\|118.46\|224264;2026-07-03\|115.05\|-5.85\|121.23\|123.00\|113.00\|204365;2026-07-06\|115.04\|-0.01\|116.51\|119.65\|107.61\|207845;2026-07-07\|110.78\|-3.70\|113.22\|117.12\|110.00\|147472;2026-07-08\|108.00\|-2.51\|111.50\|112.98\|103.61\|171444;2026-07-09\|111.61\|3.34\|110.00\|111.86\|104.18\|188091;2026-07-10\|100.05\|-10.36\|113.80\|116.20\|99.80\|27060464
117566	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：国内半导体光刻胶用酚醛树脂核心供应商，产品已批量应用于KrF光刻胶，直接受益海外大厂EUV设备采购潮；涨停缘由：SK海力士300亿美元扩产计划拉动EUV及配套光刻胶需求；公司酚醛树脂为光刻胶关键成膜树脂；国产替代加速验证；资金逻辑：资金沿半导体设备→材料→上游化学品传导，酚醛树脂作为细分隐形冠军获资金挖掘；风险提示：光刻胶树脂业务占比较小，当前业绩贡献有限，短期更多为题材驱动	公司已研发成功半导体光刻胶用酚醛树脂、特种半导体封装用酚醛树脂等一批特种有机合成功能新材料	2026-03-03\|15.54\|-2.69\|15.99\|16.46\|15.51\|69354;2026-03-04\|15.27\|-1.74\|15.40\|15.63\|15.20\|47609;2026-03-05\|15.61\|2.23\|15.56\|15.75\|15.48\|35101;2026-03-06\|15.71\|0.64\|15.56\|15.75\|15.51\|25210;2026-03-09\|15.73\|0.13\|15.71\|15.87\|15.48\|41908;2026-03-10\|16.09\|2.29\|15.74\|16.15\|15.74\|34030;2026-03-11\|15.93\|-0.99\|16.11\|16.20\|15.89\|30663;2026-03-12\|15.73\|-1.26\|15.97\|16.03\|15.71\|28076;2026-03-13\|15.63\|-0.64\|15.73\|15.85\|15.60\|27162;2026-03-16\|15.59\|-0.26\|15.59\|15.72\|15.35\|26891;2026-03-17\|15.00\|-3.78\|15.59\|15.69\|15.00\|38003;2026-03-18\|15.24\|1.60\|15.00\|15.24\|14.84\|31248;2026-03-19\|14.90\|-2.23\|15.06\|15.16\|14.84\|28329;2026-03-20\|14.65\|-1.68\|14.88\|15.26\|14.65\|39958;2026-03-23\|13.77\|-6.01\|14.40\|14.56\|13.63\|47087;2026-03-24\|14.29\|3.78\|13.98\|14.31\|13.86\|42070;2026-03-25\|14.42\|0.91\|14.60\|14.60\|14.32\|24534;2026-03-26\|14.22\|-1.39\|14.40\|14.58\|14.15\|23379;2026-03-27\|14.45\|1.62\|14.10\|14.55\|13.98\|25643;2026-03-30\|14.54\|0.62\|14.33\|14.58\|14.22\|25702;2026-03-31\|14.30\|-1.65\|14.55\|14.61\|14.28\|24562;2026-04-01\|14.45\|1.05\|14.42\|14.58\|14.36\|21036;2026-04-02\|14.22\|-1.59\|14.45\|14.53\|14.10\|20465;2026-04-03\|14.18\|-0.28\|14.23\|14.30\|14.06\|19966;2026-04-07\|14.79\|4.30\|14.37\|14.89\|14.20\|47489;2026-04-08\|14.98\|1.28\|14.88\|15.07\|14.80\|45740;2026-04-09\|14.96\|-0.13\|14.89\|15.16\|14.85\|30959;2026-04-10\|14.96\|0.00\|14.97\|15.15\|14.92\|26688;2026-04-13\|14.88\|-0.53\|14.90\|14.98\|14.72\|25934;2026-04-14\|14.95\|0.47\|14.88\|15.03\|14.77\|26855;2026-04-15\|14.71\|-1.61\|14.95\|15.00\|14.70\|25328;2026-04-16\|14.85\|0.95\|14.71\|14.89\|14.61\|26957;2026-04-17\|15.28\|2.90\|15.50\|15.59\|15.00\|104479;2026-04-20\|15.49\|1.37\|15.24\|15.51\|15.08\|70268;2026-04-21\|15.44\|-0.32\|15.55\|15.59\|15.33\|37381;2026-04-22\|15.61\|1.10\|15.40\|15.73\|15.35\|44266;2026-04-23\|15.75\|0.90\|16.07\|16.07\|15.63\|82240;2026-04-24\|15.61\|-0.89\|15.59\|15.84\|15.43\|51486;2026-04-27\|15.73\|0.77\|15.69\|15.88\|15.33\|49429;2026-04-28\|15.48\|-1.59\|15.60\|15.74\|15.43\|36093;2026-04-29\|15.90\|2.71\|15.79\|16.05\|15.66\|62666;2026-04-30\|15.95\|0.31\|15.75\|16.08\|15.70\|43370;2026-05-06\|16.23\|1.76\|16.01\|16.29\|15.97\|56378;2026-05-07\|16.18\|-0.31\|16.22\|16.39\|16.11\|37800;2026-05-08\|16.18\|0.00\|16.15\|16.23\|16.02\|36159;2026-05-11\|16.26\|0.49\|16.18\|16.33\|16.06\|47839;2026-05-12\|16.07\|-1.17\|16.18\|16.23\|15.91\|37972;2026-05-13\|16.46\|2.43\|16.00\|16.68\|15.96\|64694;2026-05-14\|16.52\|0.36\|16.46\|16.78\|16.32\|66366;2026-05-15\|16.92\|2.42\|16.52\|17.12\|16.52\|92295;2026-05-18\|16.66\|-1.54\|16.71\|16.88\|16.32\|69112;2026-05-19\|16.75\|0.54\|16.61\|16.93\|16.43\|48270;2026-05-20\|16.73\|-0.12\|16.71\|16.82\|16.47\|43605;2026-05-21\|15.89\|-5.02\|16.75\|16.77\|15.84\|67221;2026-05-22\|16.55\|4.15\|15.90\|16.65\|15.87\|64008;2026-05-25\|16.36\|-1.15\|16.58\|16.65\|16.25\|43769;2026-05-26\|16.03\|-2.02\|16.30\|16.31\|15.86\|45617;2026-05-27\|15.80\|-1.43\|16.00\|16.18\|15.64\|45235;2026-05-28\|16.24\|2.78\|15.58\|16.35\|15.51\|49500;2026-05-29\|15.32\|-5.67\|16.21\|16.25\|15.26\|53012;2026-06-01\|15.53\|1.37\|15.29\|15.73\|15.27\|38046;2026-06-02\|15.14\|-2.51\|15.52\|15.68\|15.03\|33933;2026-06-03\|15.18\|0.26\|15.13\|15.46\|14.96\|37665;2026-06-04\|14.74\|-2.90\|14.91\|15.19\|14.59\|43003;2026-06-05\|14.94\|1.36\|14.62\|15.22\|14.30\|49869;2026-06-08\|14.34\|-4.02\|14.59\|15.10\|14.08\|40121;2026-06-09\|14.97\|4.39\|14.77\|15.36\|14.47\|83755;2026-06-10\|15.34\|2.47\|14.81\|15.55\|14.80\|73676;2026-06-11\|15.01\|-2.15\|15.10\|15.33\|14.74\|54413;2026-06-12\|15.09\|0.53\|15.28\|15.48\|14.85\|50802;2026-06-15\|15.45\|2.39\|15.02\|15.64\|15.01\|48465;2026-06-16\|15.52\|0.45\|15.40\|15.70\|15.22\|44173;2026-06-17\|15.24\|-1.80\|15.45\|15.59\|15.08\|46560;2026-06-18\|11.40\|-1.98\|11.46\|11.62\|11.20\|70267;2026-06-22\|12.18\|6.84\|11.51\|12.19\|11.37\|145759;2026-06-23\|12.00\|-1.48\|12.19\|12.60\|11.93\|112788;2026-06-24\|12.08\|0.67\|12.09\|12.53\|11.82\|105988;2026-06-25\|11.12\|-7.95\|11.90\|12.30\|11.06\|140235;2026-06-26\|12.23\|9.98\|11.01\|12.23\|10.82\|120305;2026-06-29\|13.45\|9.98\|12.66\|13.45\|12.60\|170503;2026-06-30\|14.80\|10.04\|14.45\|14.80\|14.14\|130055;2026-07-01\|14.40\|-2.70\|16.25\|16.28\|14.14\|725082;2026-07-02\|15.84\|10.00\|13.42\|15.84\|12.99\|539613;2026-07-03\|14.70\|-7.20\|15.01\|15.87\|14.68\|536956;2026-07-06\|15.85\|7.82\|14.67\|16.17\|14.67\|617584;2026-07-07\|14.87\|-6.18\|14.50\|15.80\|14.27\|477814;2026-07-08\|16.36\|10.02\|14.90\|16.36\|14.81\|490311;2026-07-09\|18.00\|10.02\|17.00\|18.00\|16.35\|670688;2026-07-10\|18.80\|4.44\|17.36\|19.80\|17.00\|829035
117565	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	光刻胶树脂+H股上市行业原因：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。公司原因： 1、据2026年4月18日年报，公司是国内半导体光刻胶龙头企业，产品涵盖ArF、KrF、I线、G线光刻胶，是国内8-12英寸集成电路产线核心本土材料供应商，主要国内客户包括中芯国际、华虹集团、长江存储等。 2、据2026年6月18日互动易，公司已实现光刻胶专用核心树脂自主化生产，并推进ArF及KrF光刻胶等高端产品的开发和客户认证。 3、据2026年6月12日异常波动公告，公司正积极推进发行H股并在香港联交所主板挂牌上市事宜。	此前多家晶圆厂加速验证导入公司子公司北京科华的KrF光刻胶	2026-03-03\|56.78\|-5.37\|59.91\|60.98\|56.71\|193000;2026-03-04\|56.24\|-0.95\|56.01\|57.95\|55.91\|126950;2026-03-05\|56.63\|0.69\|57.39\|57.95\|56.18\|101152;2026-03-06\|56.22\|-0.72\|56.18\|56.85\|55.88\|67913;2026-03-09\|53.67\|-4.54\|55.01\|55.06\|52.58\|131437;2026-03-10\|55.54\|3.48\|54.74\|55.56\|54.33\|103186;2026-03-11\|55.08\|-0.83\|55.87\|56.99\|54.90\|100176;2026-03-12\|54.78\|-0.54\|55.08\|55.72\|54.23\|86996;2026-03-13\|55.08\|0.55\|54.16\|56.20\|54.15\|103556;2026-03-16\|54.90\|-0.33\|54.50\|54.90\|52.66\|108510;2026-03-17\|52.08\|-5.14\|54.90\|55.13\|52.03\|97601;2026-03-18\|53.22\|2.19\|52.43\|53.38\|51.91\|77235;2026-03-19\|51.85\|-2.57\|52.35\|52.78\|51.59\|78636;2026-03-20\|50.49\|-2.62\|52.32\|52.56\|50.46\|74149;2026-03-23\|48.00\|-4.93\|49.52\|50.08\|47.75\|99811;2026-03-24\|48.41\|0.85\|48.97\|49.00\|47.08\|80045;2026-03-25\|50.30\|3.90\|49.80\|50.98\|49.60\|93361;2026-03-26\|49.25\|-2.09\|50.00\|50.26\|48.96\|59494;2026-03-27\|50.51\|2.56\|48.61\|51.00\|48.51\|85787;2026-03-30\|50.74\|0.46\|49.68\|50.98\|49.68\|66540;2026-03-31\|49.15\|-3.13\|50.65\|50.65\|49.10\|64196;2026-04-01\|50.25\|2.24\|50.36\|50.55\|49.71\|57351;2026-04-02\|48.82\|-2.85\|50.00\|50.11\|48.36\|52930;2026-04-03\|48.85\|0.06\|49.20\|49.56\|48.77\|53873;2026-04-07\|49.16\|0.63\|49.33\|50.02\|48.87\|42917;2026-04-08\|52.13\|6.04\|50.36\|52.18\|50.36\|105027;2026-04-09\|51.66\|-0.90\|51.20\|52.38\|51.07\|87086;2026-04-10\|51.53\|-0.25\|52.00\|52.56\|51.52\|81980;2026-04-13\|51.54\|0.02\|51.08\|52.04\|51.08\|66524;2026-04-14\|52.88\|2.60\|52.11\|53.46\|51.99\|122860;2026-04-15\|52.40\|-0.91\|53.40\|53.65\|52.20\|86572;2026-04-16\|52.77\|0.71\|52.35\|52.79\|52.01\|73843;2026-04-17\|54.01\|2.35\|52.77\|54.12\|52.11\|140281;2026-04-20\|53.87\|-0.26\|53.99\|54.42\|52.79\|146511;2026-04-21\|54.27\|0.74\|54.65\|55.00\|53.78\|125563;2026-04-22\|55.39\|2.06\|55.03\|56.19\|54.80\|161821;2026-04-23\|55.67\|0.51\|57.00\|58.56\|55.66\|210199;2026-04-24\|55.41\|-0.47\|54.85\|56.15\|54.26\|138832;2026-04-27\|56.17\|1.37\|55.50\|57.27\|55.50\|170652;2026-04-28\|54.98\|-2.12\|55.46\|56.38\|54.60\|118446;2026-04-29\|54.80\|-0.33\|54.08\|55.10\|53.40\|114560;2026-04-30\|53.96\|-1.53\|53.48\|54.38\|52.84\|152478;2026-05-06\|56.14\|4.04\|54.93\|56.88\|54.93\|179208;2026-05-07\|57.02\|1.57\|56.60\|57.40\|55.68\|150441;2026-05-08\|55.58\|-2.53\|56.10\|56.58\|55.37\|127693;2026-05-11\|57.35\|3.18\|56.02\|57.87\|55.20\|215946;2026-05-12\|56.86\|-0.85\|57.36\|57.38\|55.70\|153692;2026-05-13\|58.54\|2.95\|56.00\|58.68\|55.50\|227198;2026-05-14\|56.62\|-3.28\|58.99\|59.10\|56.60\|171956;2026-05-15\|57.58\|1.70\|56.66\|59.50\|56.50\|236213;2026-05-18\|60.02\|4.24\|57.92\|60.97\|57.20\|282641;2026-05-19\|60.46\|0.73\|58.91\|60.46\|58.45\|214629;2026-05-20\|62.88\|4.00\|59.94\|63.30\|59.90\|278486;2026-05-21\|57.56\|-8.46\|64.17\|64.40\|56.68\|356173;2026-05-22\|58.84\|2.22\|57.02\|59.59\|57.02\|207173;2026-05-25\|61.88\|5.17\|59.40\|63.55\|57.99\|282782;2026-05-26\|59.60\|-3.68\|61.80\|61.80\|58.41\|202147;2026-05-27\|55.88\|-6.24\|59.50\|59.67\|55.30\|205317;2026-05-28\|57.23\|2.42\|55.49\|57.64\|54.00\|162546;2026-05-29\|52.68\|-7.95\|56.56\|56.87\|52.31\|183569;2026-06-01\|50.89\|-2.47\|52.01\|52.92\|50.78\|99242;2026-06-02\|52.32\|2.81\|51.31\|53.03\|49.85\|124849;2026-06-03\|52.60\|0.54\|52.00\|53.71\|51.60\|113037;2026-06-04\|53.65\|2.00\|52.01\|53.89\|51.70\|114024;2026-06-05\|54.82\|2.18\|53.00\|56.75\|51.26\|218532;2026-06-08\|51.96\|-5.22\|51.72\|53.58\|51.71\|138304;2026-06-09\|56.06\|7.89\|52.80\|56.33\|52.00\|204144;2026-06-10\|59.77\|6.62\|55.51\|60.97\|55.42\|358794;2026-06-11\|64.30\|7.58\|59.38\|65.75\|59.00\|551011;2026-06-12\|59.43\|-7.57\|65.59\|66.80\|59.08\|525502;2026-06-15\|62.06\|4.43\|61.50\|62.68\|59.61\|305505;2026-06-16\|63.99\|3.11\|62.04\|64.58\|62.01\|245351;2026-06-17\|67.82\|5.99\|62.00\|68.47\|62.00\|313585;2026-06-18\|65.98\|-2.71\|66.80\|67.00\|65.15\|291773;2026-06-22\|69.16\|4.82\|66.90\|69.85\|66.39\|333249;2026-06-23\|70.20\|1.50\|73.86\|73.97\|68.98\|386555;2026-06-24\|77.22\|10.00\|69.92\|77.22\|69.30\|369417;2026-06-25\|78.03\|1.05\|80.00\|81.51\|75.68\|462539;2026-06-26\|85.83\|10.00\|77.50\|85.83\|76.50\|358826;2026-06-29\|94.41\|10.00\|90.00\|94.41\|89.90\|611337;2026-06-30\|97.98\|3.78\|93.99\|98.44\|88.15\|536691;2026-07-01\|92.49\|-5.60\|96.12\|102.28\|91.08\|481794;2026-07-02\|97.71\|5.64\|87.45\|100.68\|83.24\|579844;2026-07-03\|89.08\|-8.83\|94.82\|97.00\|88.01\|419951;2026-07-06\|83.69\|-6.05\|90.44\|92.30\|82.70\|358295;2026-07-07\|84.87\|1.41\|82.98\|86.90\|80.80\|270447;2026-07-08\|83.07\|-2.12\|84.86\|86.20\|79.85\|220355;2026-07-09\|89.56\|7.81\|84.70\|89.95\|83.00\|328143;2026-07-10\|82.75\|-7.60\|90.92\|92.85\|82.56\|400440
117564		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司主营轻型输送带，2025年净利润4383.99万元	2026-03-03\|16.07\|-5.02\|17.25\|17.25\|16.07\|19117;2026-03-04\|15.44\|-3.92\|16.40\|16.40\|15.42\|11572;2026-03-05\|15.78\|2.20\|15.83\|15.98\|15.38\|7453;2026-03-06\|15.87\|0.57\|15.60\|16.12\|15.60\|7588;2026-03-09\|15.92\|0.32\|15.47\|16.15\|15.45\|8765;2026-03-10\|16.02\|0.63\|16.23\|16.63\|15.92\|10473;2026-03-11\|15.87\|-0.94\|16.00\|16.10\|15.79\|8066;2026-03-12\|15.52\|-2.21\|15.87\|15.94\|15.49\|7839;2026-03-13\|15.06\|-2.96\|15.54\|15.74\|14.97\|13374;2026-03-16\|14.95\|-0.73\|15.12\|15.30\|14.66\|12134;2026-03-17\|15.70\|5.02\|14.91\|15.70\|14.91\|9013;2026-03-18\|16.49\|5.03\|16.43\|16.49\|15.72\|39087;2026-03-19\|17.31\|4.97\|16.80\|17.31\|16.80\|9881;2026-03-20\|18.18\|5.03\|18.10\|18.18\|17.47\|58328;2026-03-23\|17.27\|-5.01\|17.27\|17.33\|17.27\|7468;2026-03-24\|16.41\|-4.98\|16.41\|16.41\|16.41\|6811;2026-03-25\|17.11\|4.27\|15.92\|17.23\|15.92\|33232;2026-03-26\|17.10\|-0.06\|17.00\|17.60\|16.88\|17161;2026-03-27\|16.53\|-3.33\|17.48\|17.48\|16.50\|15232;2026-03-30\|17.36\|5.02\|16.30\|17.36\|16.28\|17767;2026-03-31\|17.52\|0.92\|17.78\|18.23\|17.40\|33508;2026-04-01\|17.63\|0.63\|17.85\|18.23\|17.57\|15879;2026-04-02\|16.80\|-4.71\|17.85\|17.85\|16.78\|14147;2026-04-03\|16.93\|0.77\|16.99\|17.26\|16.35\|16491;2026-04-07\|16.34\|-3.48\|17.00\|17.35\|16.12\|17299;2026-04-08\|16.77\|2.63\|16.44\|16.80\|16.30\|11025;2026-04-09\|16.77\|0.00\|16.77\|16.85\|16.44\|8099;2026-04-10\|17.61\|5.01\|16.95\|17.61\|16.78\|26023;2026-04-13\|18.49\|5.00\|17.79\|18.49\|17.61\|20023;2026-04-14\|19.41\|4.98\|19.22\|19.41\|19.10\|34887;2026-04-15\|18.44\|-5.00\|19.38\|19.38\|18.44\|35205;2026-04-16\|18.95\|2.77\|18.00\|19.00\|18.00\|21502;2026-04-17\|19.38\|2.27\|19.28\|19.90\|19.09\|29288;2026-04-20\|20.03\|3.35\|19.63\|20.35\|19.11\|29337;2026-04-21\|19.36\|-3.35\|19.80\|20.00\|19.03\|24425;2026-04-22\|19.42\|0.31\|19.36\|19.88\|18.93\|19619;2026-04-23\|18.98\|-2.27\|19.20\|19.70\|18.86\|13497;2026-04-24\|18.80\|-0.95\|18.03\|19.56\|18.03\|24621;2026-04-27\|19.74\|5.00\|19.55\|19.74\|18.50\|27945;2026-04-28\|19.59\|-0.76\|20.00\|20.68\|19.31\|20293;2026-04-29\|20.20\|3.11\|19.59\|20.25\|19.21\|15346;2026-04-30\|21.21\|5.00\|21.21\|21.21\|21.21\|2620;2026-05-06\|22.27\|5.00\|22.27\|22.27\|21.25\|40883;2026-05-07\|23.38\|4.98\|22.00\|23.38\|21.91\|16690;2026-05-08\|24.55\|5.00\|23.94\|24.55\|23.94\|6267;2026-05-11\|25.78\|5.01\|25.78\|25.78\|25.35\|18771;2026-05-12\|27.07\|5.00\|27.07\|27.07\|27.07\|4593;2026-05-13\|25.91\|-4.29\|28.05\|28.09\|25.72\|50329;2026-05-14\|25.57\|-1.31\|25.91\|26.64\|24.80\|27083;2026-05-15\|25.75\|0.70\|25.49\|25.90\|24.76\|22103;2026-05-18\|27.04\|5.01\|26.57\|27.04\|25.81\|22883;2026-05-19\|25.69\|-4.99\|26.01\|26.42\|25.69\|17388;2026-05-20\|24.41\|-4.98\|24.41\|24.41\|24.41\|6283;2026-05-21\|24.42\|0.04\|23.58\|25.40\|23.58\|27712;2026-05-22\|24.56\|0.57\|24.33\|25.34\|24.18\|15566;2026-05-25\|23.42\|-4.64\|24.60\|25.27\|23.33\|27085;2026-05-26\|23.50\|0.34\|23.65\|24.59\|22.68\|21136;2026-05-27\|23.83\|1.40\|23.90\|23.90\|22.90\|19310;2026-05-28\|25.02\|4.99\|24.46\|25.02\|23.33\|15748;2026-05-29\|24.95\|-0.28\|25.60\|26.27\|24.22\|26519;2026-06-01\|24.30\|-2.61\|25.48\|25.91\|24.01\|12173;2026-06-02\|24.14\|-0.66\|23.90\|24.25\|23.33\|9197;2026-06-03\|23.11\|-4.27\|23.90\|24.37\|23.11\|9994;2026-06-04\|23.05\|-0.26\|23.15\|23.51\|22.20\|9112;2026-06-05\|22.48\|-2.47\|24.10\|24.10\|22.30\|8372;2026-06-08\|22.46\|-0.09\|21.92\|23.24\|21.36\|7549;2026-06-09\|22.47\|0.04\|22.50\|23.00\|21.83\|9790;2026-06-10\|23.36\|3.96\|22.48\|23.58\|22.48\|12302;2026-06-11\|23.16\|-0.86\|23.36\|24.00\|22.98\|8268;2026-06-12\|23.10\|-0.26\|23.17\|23.65\|22.88\|4416;2026-06-15\|24.26\|5.02\|23.55\|24.26\|23.20\|8497;2026-06-16\|24.81\|2.27\|25.47\|25.47\|24.20\|13089;2026-06-17\|26.05\|5.00\|25.31\|26.05\|24.50\|15613;2026-06-18\|27.35\|4.99\|27.35\|27.35\|26.81\|24072;2026-06-22\|25.98\|-5.01\|27.24\|27.24\|25.98\|23293;2026-06-23\|24.68\|-5.00\|25.86\|25.87\|24.68\|12014;2026-06-24\|24.00\|-2.76\|25.44\|25.44\|23.51\|9393;2026-06-25\|23.80\|-0.83\|24.00\|24.30\|23.50\|5025;2026-06-26\|23.22\|-2.44\|23.58\|23.82\|22.72\|6209;2026-06-29\|24.38\|5.00\|23.00\|24.38\|22.23\|9529;2026-07-01\|24.90\|2.13\|26.82\|26.82\|23.56\|47745;2026-07-02\|27.39\|10.00\|24.80\|27.39\|23.66\|31239;2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-10\|30.68\|0.00\|0.00\|0.00\|0.00\|0
117563		锆钛矿选矿+申请摘帽+或资产注入行业原因：据财闻6月18日报道，消息面上，美国麻省理工学院研究团队给氮化镓芯片嵌入一层超薄单晶金刚石，突破了高功率无线芯片散热瓶颈，并制备出性能创纪录的无线功率放大器，此事引起广泛关注。公司原因： 1、据2026年4月30日年报，公司构建“家居+锆钛矿选矿”双主业，控股广西锆业切入锆钛矿选矿领域，设计处理毛矿能力60万吨/年，产品覆盖锆英砂、钛精矿、独居石等，服务于新能源、高端陶瓷等领域头部客户。 2、据2026年5月20日投资者关系活动表，公司2025年度扣除后营收高于3亿元，已向上交所申请撤销退市风险警示及其他风险警示。 3、据2026年5月20日投资者关系活动表，投资者关注控股股东吴涛旗下域潇集团解决同业竞争及优质资产注入的预期；据2026年5月1日异动公告，控股股东不存在筹划资产注入等重大事项。	公司主要从事中高端海派艺术家具产品的生产，25年净利润同比减亏	2026-03-03\|43.51\|-5.00\|44.96\|45.80\|43.51\|20059;2026-03-04\|43.58\|0.16\|41.60\|44.50\|41.60\|12604;2026-03-05\|44.00\|0.96\|44.43\|45.44\|43.77\|9740;2026-03-06\|43.11\|-2.02\|43.70\|44.47\|43.03\|10849;2026-03-09\|42.45\|-1.53\|41.79\|42.89\|41.56\|10089;2026-03-10\|42.45\|0.00\|43.29\|43.29\|42.13\|8480;2026-03-11\|43.69\|2.92\|42.30\|44.00\|41.50\|15847;2026-03-12\|43.60\|-0.21\|43.70\|44.18\|42.89\|12380;2026-03-13\|43.40\|-0.46\|43.99\|43.99\|43.25\|8754;2026-03-16\|43.17\|-0.53\|43.41\|44.27\|42.53\|12258;2026-03-17\|42.52\|-1.51\|43.11\|43.50\|42.03\|9646;2026-03-18\|43.40\|2.07\|42.86\|43.88\|42.70\|10541;2026-03-19\|43.76\|0.83\|42.75\|43.79\|41.23\|24627;2026-03-20\|43.48\|-0.64\|43.11\|43.85\|42.75\|11256;2026-03-23\|41.46\|-4.65\|42.94\|42.94\|41.46\|12254;2026-03-24\|40.97\|-1.18\|42.40\|42.45\|39.52\|16680;2026-03-25\|41.00\|0.07\|40.74\|41.40\|40.00\|7652;2026-03-26\|41.38\|0.93\|41.26\|42.98\|40.23\|15600;2026-03-27\|42.37\|2.39\|40.89\|42.88\|40.56\|12618;2026-03-30\|43.89\|3.59\|41.85\|44.00\|41.85\|17167;2026-03-31\|43.07\|-1.87\|43.89\|44.18\|42.90\|11812;2026-04-01\|43.34\|0.63\|43.30\|43.63\|43.01\|7181;2026-04-02\|42.22\|-2.58\|43.33\|43.33\|42.00\|9053;2026-04-03\|41.68\|-1.28\|42.69\|42.69\|41.50\|6952;2026-04-07\|41.74\|0.14\|41.90\|42.00\|41.15\|6631;2026-04-08\|42.14\|0.96\|42.00\|42.58\|41.74\|8813;2026-04-09\|42.14\|0.00\|42.08\|42.66\|41.71\|7891;2026-04-10\|44.23\|4.96\|42.21\|44.25\|42.21\|21516;2026-04-13\|46.44\|5.00\|43.79\|46.44\|43.71\|19181;2026-04-14\|48.76\|5.00\|47.55\|48.76\|47.55\|34190;2026-04-15\|48.75\|-0.02\|49.51\|49.90\|47.70\|23667;2026-04-16\|48.78\|0.06\|48.75\|49.80\|48.20\|14033;2026-04-17\|51.08\|4.71\|49.22\|51.20\|48.93\|19454;2026-04-20\|51.96\|1.72\|49.90\|53.38\|49.89\|24344;2026-04-21\|51.48\|-0.92\|52.18\|52.81\|50.90\|15691;2026-04-22\|51.36\|-0.23\|51.79\|51.87\|49.00\|17935;2026-04-23\|50.80\|-1.09\|51.20\|52.40\|50.65\|15164;2026-04-24\|53.34\|5.00\|51.27\|53.34\|51.20\|36703;2026-04-27\|54.16\|1.54\|54.53\|55.99\|53.00\|24074;2026-04-28\|56.31\|3.97\|54.07\|56.87\|51.50\|25835;2026-04-29\|58.88\|4.56\|55.30\|58.92\|55.30\|19738;2026-04-30\|61.82\|4.99\|61.70\|61.82\|58.81\|29469;2026-05-06\|64.91\|5.00\|63.50\|64.91\|63.02\|11171;2026-05-07\|66.55\|2.53\|65.80\|67.99\|65.01\|29120;2026-05-08\|66.13\|-0.63\|67.54\|67.75\|66.00\|17293;2026-05-11\|66.99\|1.30\|67.40\|67.45\|65.27\|21725;2026-05-12\|67.74\|1.12\|67.99\|69.10\|67.01\|20170;2026-05-13\|66.42\|-1.95\|67.79\|68.00\|65.40\|17640;2026-05-14\|66.60\|0.27\|66.77\|67.50\|65.60\|19466;2026-05-15\|69.93\|5.00\|66.35\|69.93\|66.35\|25295;2026-05-18\|66.43\|-5.00\|70.97\|71.80\|66.43\|31756;2026-05-19\|63.11\|-5.00\|65.00\|65.13\|63.11\|8816;2026-05-20\|62.35\|-1.20\|59.95\|65.82\|59.95\|33293;2026-05-21\|63.13\|1.25\|63.00\|64.85\|62.59\|19574;2026-05-22\|62.90\|-0.36\|63.19\|63.80\|61.50\|12418;2026-05-25\|60.00\|-4.61\|63.00\|63.40\|59.76\|20302;2026-05-26\|61.20\|2.00\|59.97\|61.80\|57.20\|18835;2026-05-27\|60.83\|-0.60\|61.20\|62.68\|59.90\|15036;2026-05-28\|59.01\|-2.99\|60.41\|60.82\|59.00\|9738;2026-05-29\|59.10\|0.15\|59.44\|60.39\|57.65\|14523;2026-06-01\|61.23\|3.60\|59.37\|61.92\|58.00\|14850;2026-06-02\|64.29\|5.00\|61.33\|64.29\|61.33\|10008;2026-06-03\|63.95\|-0.53\|65.92\|66.10\|63.01\|20313;2026-06-04\|62.51\|-2.25\|62.04\|64.10\|62.04\|8891;2026-06-05\|60.21\|-3.68\|63.10\|63.10\|60.00\|9166;2026-06-08\|57.86\|-3.90\|58.10\|59.40\|57.74\|10117;2026-06-09\|59.01\|1.99\|57.83\|59.95\|57.51\|11386;2026-06-10\|58.00\|-1.71\|58.89\|59.23\|57.90\|6776;2026-06-11\|57.85\|-0.26\|57.42\|58.40\|57.11\|6345;2026-06-12\|59.40\|2.68\|59.26\|60.55\|58.50\|8120;2026-06-15\|59.07\|-0.56\|59.30\|60.50\|58.58\|8512;2026-06-16\|59.80\|1.24\|59.77\|60.00\|57.35\|9709;2026-06-17\|58.35\|-2.42\|60.00\|60.00\|57.97\|7927;2026-06-18\|61.27\|5.00\|58.99\|61.27\|57.55\|16593;2026-06-22\|61.05\|-0.36\|61.71\|62.75\|60.22\|12094;2026-06-23\|59.30\|-2.87\|61.05\|61.75\|59.03\|10781;2026-06-24\|58.75\|-0.93\|59.36\|60.98\|58.38\|7027;2026-06-25\|58.02\|-1.24\|58.75\|58.99\|57.64\|9402;2026-06-26\|57.21\|-1.40\|57.50\|59.80\|57.20\|12019;2026-06-29\|60.07\|5.00\|57.22\|60.07\|57.22\|24492;2026-07-01\|58.71\|-2.26\|61.00\|62.96\|54.33\|46073;2026-07-02\|61.60\|4.92\|56.70\|62.74\|56.70\|37098;2026-07-03\|57.99\|-5.86\|62.81\|62.87\|57.48\|32316;2026-07-06\|58.00\|0.02\|58.00\|58.65\|54.76\|25845;2026-07-07\|57.76\|-0.41\|57.23\|59.50\|56.62\|10313;2026-07-08\|58.62\|1.49\|57.70\|60.00\|56.63\|19489;2026-07-09\|60.28\|2.83\|59.20\|61.88\|57.79\|27917;2026-07-10\|57.98\|-3.82\|60.00\|61.15\|57.70\|22344
117562		重整投资人招募+石墨新材料+机器人概念行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年7月1日公告，公司间接控股股东新华锦集团等二十二家公司实质合并重整管理人于2026年6月30日发布意向投资人招募公告，面向社会公开招募意向重整投资人。 2、据2026年4月25日年报及2026年6月30日投资者关系活动记录表，公司重点布局石墨新材料领域，控股青岛森汇、青岛海正两座石墨矿，正推进矿山建设及采矿证办理，致力于向高附加值石墨新材料延伸。 3、据2025年8月27日半年报，公司合资成立锦鹏机器人深圳有限公司，主要围绕外骨骼可穿戴设备、柔性电子皮肤及具身智能前沿技术研究等开展业务，相关产品应用于户外运动及老年助行领域。	公司控股股东占用资金已全额清偿	2026-04-27\|7.07\|5.05\|7.07\|7.07\|7.07\|5959;2026-04-28\|7.42\|4.95\|7.42\|7.42\|7.42\|3757;2026-04-29\|7.79\|4.99\|7.79\|7.79\|7.79\|5580;2026-04-30\|7.40\|-5.01\|8.18\|8.18\|7.40\|673897;2026-05-06\|7.03\|-5.00\|7.10\|7.25\|7.03\|144450;2026-05-07\|6.68\|-4.98\|6.78\|6.87\|6.68\|383283;2026-05-08\|6.64\|-0.60\|6.70\|6.84\|6.58\|236926;2026-05-11\|6.34\|-4.52\|6.58\|6.59\|6.31\|307505;2026-05-12\|6.66\|5.05\|6.38\|6.66\|6.34\|177302;2026-05-13\|6.55\|-1.65\|6.66\|6.67\|6.47\|170763;2026-05-14\|6.70\|2.29\|6.46\|6.87\|6.38\|191497;2026-05-15\|6.65\|-0.75\|6.61\|6.87\|6.57\|139262;2026-05-18\|6.54\|-1.65\|6.54\|6.65\|6.51\|99045;2026-05-19\|6.60\|0.92\|6.55\|6.68\|6.42\|92047;2026-05-20\|6.50\|-1.52\|6.54\|6.61\|6.39\|94716;2026-05-21\|6.51\|0.15\|6.54\|6.77\|6.48\|127308;2026-05-22\|6.49\|-0.31\|6.47\|6.64\|6.46\|74096;2026-05-25\|6.81\|4.93\|6.80\|6.81\|6.71\|40216;2026-05-26\|7.15\|4.99\|7.00\|7.15\|6.86\|243804;2026-05-27\|7.03\|-1.68\|7.07\|7.08\|6.87\|142227;2026-05-28\|7.02\|-0.14\|7.00\|7.23\|6.98\|109312;2026-05-29\|7.20\|2.56\|7.06\|7.37\|6.93\|133602;2026-06-01\|7.01\|-2.64\|7.14\|7.19\|6.85\|132523;2026-06-02\|6.86\|-2.14\|6.98\|7.06\|6.78\|105712;2026-06-03\|6.59\|-3.94\|6.81\|6.92\|6.53\|100694;2026-06-04\|6.31\|-4.25\|6.60\|6.65\|6.26\|116856;2026-06-05\|6.40\|1.43\|6.32\|6.52\|6.23\|88655;2026-06-08\|6.45\|0.78\|6.37\|6.68\|6.29\|89744;2026-06-09\|6.37\|-1.24\|6.39\|6.47\|6.28\|62524;2026-06-10\|6.05\|-5.02\|6.37\|6.37\|6.05\|90481;2026-06-11\|6.13\|1.32\|6.06\|6.20\|5.97\|61619;2026-06-12\|6.39\|4.24\|6.11\|6.43\|6.02\|77887;2026-06-15\|6.54\|2.35\|6.32\|6.64\|6.32\|50043;2026-06-16\|6.54\|0.00\|6.58\|6.64\|6.49\|48089;2026-06-17\|6.36\|-2.75\|6.45\|6.52\|6.33\|43917;2026-06-18\|6.37\|0.16\|6.31\|6.46\|6.30\|48077;2026-06-22\|6.18\|-2.98\|6.28\|6.28\|6.07\|59286;2026-06-23\|6.13\|-0.81\|6.15\|6.28\|6.12\|43633;2026-06-24\|5.87\|-4.24\|6.10\|6.13\|5.85\|69007;2026-06-25\|5.58\|-4.94\|5.75\|5.83\|5.58\|85520;2026-06-26\|5.71\|2.33\|5.58\|5.79\|5.51\|55891;2026-06-29\|6.00\|5.08\|5.72\|6.00\|5.54\|88881;2026-06-30\|6.30\|5.00\|6.25\|6.30\|6.20\|21747;2026-07-01\|6.61\|4.92\|6.53\|6.62\|6.46\|131331;2026-07-02\|6.58\|-0.45\|6.54\|6.89\|6.54\|102909;2026-07-03\|6.60\|0.30\|6.58\|6.68\|6.51\|62231;2026-07-06\|6.39\|-3.18\|6.70\|6.76\|6.35\|71472;2026-07-07\|6.15\|-3.76\|6.26\|6.39\|6.11\|58432;2026-07-08\|6.32\|2.76\|6.11\|6.40\|6.04\|70647;2026-07-09\|6.28\|-0.63\|6.35\|6.48\|6.16\|71765;2026-07-10\|6.30\|0.32\|6.23\|6.37\|6.22\|55341
117561		实控人变更预期+文旅演艺+ST摘帽 1、据2026年6月27日公告，公司实际控制人张劲因集资诈骗等案终审维持无期徒刑原判，若其通过雪松文投等合计持有的69.40%股份被处置，公司存在实际控制人变更的可能。 2、据2026年5月12日投资者关系活动记录表，公司与独克宗管理有限公司合作打造的大型原创多民族歌舞剧《心中的日月》在独克宗花巷大剧院正式首演，成为假期热门文旅体验项目；据2025年年报，公司文旅小镇位于香格里拉、西塘等国内一线旅游目的地黄金地段，核心项目客流与综合消费双提升。 3、据2026年6月12日互动易，公司将在满足相关条件之后及时向交易所申请撤销其他风险警示并按规定履行信息披露义务。	公司主要业务为供应链运营管理和综合服务、文化旅游业务及服装销售业务	2026-03-03\|5.59\|4.68\|5.38\|5.61\|5.18\|198717;2026-03-04\|5.31\|-5.01\|5.31\|5.86\|5.31\|219110;2026-03-05\|5.05\|-4.90\|5.39\|5.40\|5.04\|168646;2026-03-06\|5.15\|1.98\|5.12\|5.17\|4.89\|117041;2026-03-09\|5.20\|0.97\|5.00\|5.27\|4.93\|83462;2026-03-10\|5.46\|5.00\|5.23\|5.46\|5.22\|39949;2026-03-11\|5.47\|0.18\|5.57\|5.64\|5.30\|143998;2026-03-12\|5.40\|-1.28\|5.50\|5.62\|5.37\|95235;2026-03-13\|5.13\|-5.00\|5.25\|5.33\|5.13\|116657;2026-03-16\|5.06\|-1.36\|5.09\|5.16\|4.95\|64769;2026-03-17\|5.09\|0.59\|5.13\|5.22\|4.97\|70546;2026-03-18\|5.05\|-0.79\|5.06\|5.19\|4.95\|68394;2026-03-19\|5.17\|2.38\|4.98\|5.30\|4.95\|117875;2026-03-20\|4.91\|-5.03\|5.15\|5.18\|4.91\|104632;2026-03-23\|4.66\|-5.09\|4.70\|4.76\|4.66\|46708;2026-03-24\|4.64\|-0.43\|4.63\|4.67\|4.45\|87542;2026-03-25\|4.87\|4.96\|4.68\|4.87\|4.64\|70861;2026-03-26\|4.87\|0.00\|4.83\|5.00\|4.79\|66203;2026-03-27\|5.03\|3.29\|4.81\|5.04\|4.72\|54396;2026-03-30\|5.11\|1.59\|4.90\|5.23\|4.80\|63831;2026-03-31\|4.85\|-5.09\|5.07\|5.21\|4.85\|77301;2026-04-01\|5.02\|3.51\|4.92\|5.03\|4.88\|46493;2026-04-02\|4.97\|-1.00\|4.99\|5.04\|4.85\|51094;2026-04-03\|4.74\|-4.63\|4.98\|4.98\|4.72\|65859;2026-04-07\|4.82\|1.69\|4.78\|4.85\|4.72\|25361;2026-04-08\|4.93\|2.28\|4.94\|4.97\|4.86\|32672;2026-04-09\|4.89\|-0.81\|4.88\|4.91\|4.81\|22298;2026-04-10\|4.95\|1.23\|4.91\|5.00\|4.89\|23078;2026-04-13\|5.02\|1.41\|4.86\|5.08\|4.86\|32117;2026-04-14\|4.97\|-1.00\|5.06\|5.07\|4.89\|44729;2026-04-15\|4.90\|-1.41\|5.00\|5.00\|4.88\|29299;2026-04-16\|4.88\|-0.41\|4.90\|4.91\|4.82\|24489;2026-04-17\|4.88\|0.00\|4.88\|5.00\|4.83\|37495;2026-04-20\|4.86\|-0.41\|4.81\|4.89\|4.76\|28484;2026-04-21\|4.94\|1.65\|4.87\|4.94\|4.78\|32596;2026-04-22\|4.88\|-1.21\|4.95\|4.95\|4.87\|21814;2026-04-23\|4.92\|0.82\|4.88\|5.04\|4.83\|37151;2026-04-24\|4.80\|-2.44\|4.87\|4.90\|4.70\|40076;2026-04-27\|4.67\|-2.71\|4.77\|4.80\|4.67\|28816;2026-04-28\|4.72\|1.07\|4.63\|4.80\|4.63\|25375;2026-04-29\|4.84\|2.54\|4.71\|4.96\|4.71\|39529;2026-04-30\|4.91\|1.45\|4.83\|4.96\|4.74\|38714;2026-05-06\|4.90\|-0.20\|4.92\|5.00\|4.84\|52874;2026-05-07\|4.86\|-0.82\|4.90\|4.92\|4.85\|39918;2026-05-08\|5.03\|3.50\|4.89\|5.07\|4.85\|63300;2026-05-11\|5.00\|-0.60\|5.05\|5.09\|4.94\|41732;2026-05-12\|4.81\|-3.80\|4.99\|5.02\|4.78\|69337;2026-05-13\|4.81\|0.00\|4.82\|4.87\|4.77\|39746;2026-05-14\|4.81\|0.00\|4.80\|4.86\|4.74\|42876;2026-05-15\|4.74\|-1.46\|4.83\|4.91\|4.72\|40858;2026-05-18\|4.95\|4.43\|4.69\|4.98\|4.69\|94496;2026-05-19\|4.98\|0.61\|4.88\|4.98\|4.85\|50416;2026-05-20\|4.88\|-2.01\|4.99\|5.02\|4.84\|33632;2026-05-21\|4.71\|-3.48\|4.87\|4.94\|4.70\|43596;2026-05-22\|4.71\|0.00\|4.71\|4.76\|4.66\|38728;2026-05-25\|4.68\|-0.64\|4.73\|4.73\|4.57\|41712;2026-05-26\|4.51\|-3.63\|4.66\|4.66\|4.48\|29778;2026-05-27\|4.54\|0.67\|4.52\|4.58\|4.46\|24624;2026-05-28\|4.62\|1.76\|4.48\|4.65\|4.46\|22198;2026-05-29\|4.76\|3.03\|4.64\|4.85\|4.64\|56544;2026-06-01\|4.75\|-0.21\|4.74\|4.79\|4.63\|38992;2026-06-02\|4.75\|0.00\|4.77\|4.85\|4.66\|25249;2026-06-03\|4.63\|-2.53\|4.71\|4.71\|4.59\|24215;2026-06-04\|4.64\|0.22\|4.59\|4.67\|4.57\|20970;2026-06-05\|4.59\|-1.08\|4.60\|4.69\|4.56\|24882;2026-06-08\|4.51\|-1.74\|4.52\|4.60\|4.43\|16464;2026-06-09\|4.52\|0.22\|4.50\|4.59\|4.48\|13391;2026-06-10\|4.67\|3.32\|4.49\|4.75\|4.49\|53032;2026-06-11\|4.60\|-1.50\|4.67\|4.68\|4.52\|36758;2026-06-12\|4.65\|1.09\|4.62\|4.74\|4.58\|34660;2026-06-15\|4.70\|1.08\|4.66\|4.86\|4.64\|33507;2026-06-16\|4.74\|0.85\|4.73\|4.84\|4.60\|47064;2026-06-17\|4.68\|-1.27\|4.71\|4.78\|4.62\|32818;2026-06-18\|4.91\|4.91\|4.70\|4.91\|4.67\|74285;2026-06-22\|5.16\|5.09\|4.94\|5.16\|4.78\|91335;2026-06-23\|5.21\|0.97\|5.15\|5.31\|5.05\|70042;2026-06-24\|4.95\|-4.99\|5.25\|5.41\|4.95\|94136;2026-06-25\|5.20\|5.05\|4.92\|5.20\|4.75\|104604;2026-06-26\|5.18\|-0.38\|5.21\|5.32\|5.11\|58098;2026-06-29\|5.44\|5.02\|5.44\|5.44\|5.44\|11519;2026-06-30\|5.71\|4.96\|5.71\|5.71\|5.71\|4693;2026-07-01\|5.86\|2.63\|6.00\|6.00\|5.65\|155791;2026-07-02\|5.57\|-4.95\|5.70\|6.10\|5.57\|114472;2026-07-03\|5.85\|5.03\|5.66\|5.85\|5.57\|54443;2026-07-06\|6.24\|6.67\|6.06\|6.35\|6.01\|104754;2026-07-07\|5.90\|-5.45\|6.25\|6.26\|5.79\|100478;2026-07-08\|6.00\|1.69\|5.91\|6.15\|5.87\|66993;2026-07-09\|5.80\|-3.33\|5.95\|5.97\|5.60\|71513;2026-07-10\|5.80\|0.00\|5.76\|5.87\|5.63\|42770
117560		股权转让+大健康+房地产行业原因： 1、中国银河证券研报指出，2026年1-4月医保统筹基金支出同比增长5.6%，增速回正，将带动下游需求增长，并反映在眼科、专科医院等医疗服务公司应收账款周转情况的向好上。 2、华源证券研报指出，医疗服务板块在2025年业绩筑底企稳后，2026年第一季度出现明确回暖信号。公司原因： 1、据2026年6月25日互动易，公司第一大股东朗地科技之股东深商控股与苏州步步高的股权转让事项尚在进行中，暂未收到该交易的进一步进展通知。 2、据2026年4月25日年报，公司2026年深耕大健康产业主赛道，核心业务涵盖医药制造眼科用药、医疗服务、医疗器械三大板块，推动存量业务提质增效。 3、据2026年4月25日年报，公司旗下地产业务全面进入存量去化阶段，目前在售项目包括珠海中珠山海间二期尾盘等，未来以加快剩余库存销售、回笼资金为原则。	两大股东协议4.03亿元转让公司10.38%股份	2026-03-03\|2.73\|-4.55\|2.89\|2.91\|2.72\|304535;2026-03-04\|2.77\|1.47\|2.70\|2.79\|2.70\|204717;2026-03-05\|2.81\|1.44\|2.81\|2.84\|2.77\|151570;2026-03-06\|2.88\|2.49\|2.79\|2.88\|2.78\|174273;2026-03-09\|3.02\|4.86\|2.90\|3.02\|2.89\|375099;2026-03-10\|3.17\|4.97\|3.11\|3.17\|3.11\|208413;2026-03-11\|3.21\|1.26\|3.16\|3.24\|3.06\|602066;2026-03-12\|3.16\|-1.56\|3.17\|3.27\|3.12\|404658;2026-03-13\|3.06\|-3.16\|3.17\|3.23\|3.02\|367718;2026-03-16\|3.12\|1.96\|3.08\|3.13\|3.01\|232634;2026-03-17\|3.05\|-2.24\|3.12\|3.13\|3.04\|168985;2026-03-18\|3.00\|-1.64\|3.03\|3.08\|2.98\|198852;2026-03-19\|2.97\|-1.00\|2.99\|3.02\|2.94\|200981;2026-03-20\|2.85\|-4.04\|2.97\|3.00\|2.83\|211756;2026-03-23\|2.71\|-4.91\|2.82\|2.82\|2.71\|237270;2026-03-24\|2.78\|2.58\|2.71\|2.78\|2.69\|198499;2026-03-25\|2.84\|2.16\|2.75\|2.87\|2.75\|128664;2026-03-26\|2.76\|-2.82\|2.84\|2.87\|2.75\|149756;2026-03-27\|2.75\|-0.36\|2.76\|2.76\|2.72\|129524;2026-03-30\|2.72\|-1.09\|2.71\|2.77\|2.70\|153181;2026-03-31\|2.73\|0.37\|2.76\|2.78\|2.71\|167044;2026-04-01\|2.77\|1.47\|2.76\|2.81\|2.73\|174522;2026-04-02\|2.68\|-3.25\|2.77\|2.77\|2.64\|216536;2026-04-03\|2.71\|1.12\|2.70\|2.71\|2.64\|84586;2026-04-07\|2.79\|2.95\|2.73\|2.81\|2.73\|162357;2026-04-08\|2.84\|1.79\|2.87\|2.88\|2.81\|154505;2026-04-09\|2.89\|1.76\|2.82\|2.90\|2.81\|175307;2026-04-10\|3.03\|4.84\|2.91\|3.03\|2.90\|242936;2026-04-13\|3.03\|0.00\|2.99\|3.12\|2.98\|268640;2026-04-14\|2.93\|-3.30\|2.98\|3.08\|2.92\|296299;2026-04-15\|2.94\|0.34\|2.97\|2.99\|2.92\|127220;2026-04-16\|2.89\|-1.70\|2.96\|2.96\|2.88\|139112;2026-04-17\|2.95\|2.08\|2.87\|2.96\|2.86\|152403;2026-04-20\|2.92\|-1.02\|2.95\|2.99\|2.91\|117979;2026-04-21\|2.86\|-2.05\|2.90\|2.91\|2.86\|109091;2026-04-22\|2.86\|0.00\|2.87\|2.90\|2.86\|89415;2026-04-23\|2.82\|-1.40\|2.86\|2.88\|2.78\|114606;2026-04-24\|2.83\|0.35\|2.79\|2.84\|2.78\|70759;2026-04-27\|2.74\|-3.18\|2.70\|2.79\|2.70\|169442;2026-04-28\|2.69\|-1.82\|2.73\|2.74\|2.68\|117795;2026-04-29\|2.72\|1.12\|2.69\|2.73\|2.68\|77515;2026-04-30\|2.66\|-2.21\|2.70\|2.72\|2.64\|149273;2026-05-06\|2.65\|-0.38\|2.66\|2.68\|2.64\|111987;2026-05-07\|2.62\|-1.13\|2.65\|2.65\|2.57\|191790;2026-05-08\|2.57\|-1.91\|2.60\|2.66\|2.56\|167837;2026-05-11\|2.49\|-3.11\|2.58\|2.58\|2.46\|240175;2026-05-12\|2.51\|0.80\|2.49\|2.57\|2.48\|149798;2026-05-13\|2.45\|-2.39\|2.53\|2.54\|2.44\|194421;2026-05-14\|2.34\|-4.49\|2.45\|2.46\|2.33\|271812;2026-05-15\|2.46\|5.13\|2.32\|2.46\|2.29\|169137;2026-05-18\|2.58\|4.88\|2.56\|2.58\|2.51\|89725;2026-05-19\|2.54\|-1.55\|2.61\|2.64\|2.52\|256146;2026-05-20\|2.59\|1.97\|2.56\|2.62\|2.49\|211575;2026-05-21\|2.52\|-2.70\|2.60\|2.63\|2.51\|127023;2026-05-22\|2.52\|0.00\|2.55\|2.56\|2.50\|90272;2026-05-25\|2.50\|-0.79\|2.52\|2.53\|2.49\|88214;2026-05-26\|2.59\|3.60\|2.50\|2.63\|2.47\|181790;2026-05-27\|2.60\|0.39\|2.56\|2.65\|2.55\|151809;2026-05-28\|2.61\|0.38\|2.60\|2.64\|2.58\|109536;2026-05-29\|2.51\|-3.83\|2.60\|2.60\|2.49\|160027;2026-06-01\|2.64\|5.18\|2.51\|2.64\|2.50\|119207;2026-06-02\|2.66\|0.76\|2.77\|2.77\|2.63\|283994;2026-06-03\|2.67\|0.38\|2.61\|2.75\|2.61\|148929;2026-06-04\|2.70\|1.12\|2.70\|2.76\|2.67\|172357;2026-06-05\|2.74\|1.48\|2.68\|2.77\|2.67\|125334;2026-06-08\|2.62\|-4.38\|2.72\|2.72\|2.62\|148230;2026-06-09\|2.63\|0.38\|2.62\|2.67\|2.62\|71117;2026-06-10\|2.59\|-1.52\|2.61\|2.62\|2.59\|54730;2026-06-11\|2.54\|-1.93\|2.59\|2.63\|2.51\|72665;2026-06-12\|2.54\|0.00\|2.50\|2.56\|2.50\|56182;2026-06-15\|2.51\|-1.18\|2.58\|2.58\|2.49\|87851;2026-06-16\|2.51\|0.00\|2.52\|2.55\|2.40\|131680;2026-06-17\|2.42\|-3.59\|2.51\|2.53\|2.40\|158742;2026-06-18\|2.37\|-2.07\|2.42\|2.45\|2.32\|115338;2026-06-22\|2.26\|-4.64\|2.39\|2.39\|2.25\|189645;2026-06-23\|2.26\|0.00\|2.26\|2.31\|2.20\|155836;2026-06-24\|2.15\|-4.87\|2.26\|2.26\|2.15\|108360;2026-06-25\|2.04\|-5.12\|2.15\|2.21\|2.04\|247514;2026-06-26\|2.14\|4.90\|2.04\|2.14\|1.94\|210750;2026-06-29\|2.25\|5.14\|2.25\|2.25\|2.23\|46688;2026-06-30\|2.36\|4.89\|2.36\|2.36\|2.24\|281219;2026-07-01\|2.41\|2.12\|2.44\|2.48\|2.36\|311067;2026-07-02\|2.45\|1.66\|2.40\|2.49\|2.37\|186123;2026-07-03\|2.36\|-3.67\|2.44\|2.44\|2.35\|158233;2026-07-06\|2.37\|0.42\|2.31\|2.42\|2.30\|147410;2026-07-07\|2.36\|-0.42\|2.37\|2.42\|2.30\|91257;2026-07-08\|2.50\|5.93\|2.39\|2.60\|2.35\|204879;2026-07-09\|2.49\|-0.40\|2.40\|2.54\|2.40\|93603;2026-07-10\|2.46\|-1.20\|2.49\|2.49\|2.41\|93112
117559		申请撤销ST+物业管理+固废资源化行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月24日互动易，公司主要银行账户已全部完成解冻，日常经营资金收付已恢复正常；据2026年6月29日公告，公司已就触及的股票交易其他风险警示事项向深交所提交撤销全部申请，目前尚需审核。 2、据2026年4月23日年报及2026年5月8日机构调研，公司聚焦科技园区物业管理服务主业，打造“园区管理+招商运营+政策赋能”三位一体的产业生态体系。 3、据2026年4月23日年报及2026年5月8日机构调研，公司开拓环境保护与资源循环再生产业，聚焦固废处理与资源再生利用，培育第二增长曲线。	公司申请撤销股票交易其他风险警示	2026-03-03\|3.34\|-2.62\|3.44\|3.48\|3.34\|137990;2026-03-04\|3.39\|1.50\|3.36\|3.41\|3.22\|103946;2026-03-05\|3.38\|-0.29\|3.45\|3.45\|3.37\|78130;2026-03-06\|3.39\|0.30\|3.39\|3.41\|3.36\|53861;2026-03-09\|3.35\|-1.18\|3.38\|3.38\|3.32\|86265;2026-03-10\|3.49\|4.18\|3.35\|3.52\|3.35\|265325;2026-03-11\|3.41\|-2.29\|3.44\|3.46\|3.39\|166379;2026-03-12\|3.39\|-0.59\|3.41\|3.51\|3.38\|125837;2026-03-13\|3.38\|-0.29\|3.38\|3.42\|3.36\|86777;2026-03-16\|3.42\|1.18\|3.38\|3.43\|3.35\|86872;2026-03-17\|3.37\|-1.46\|3.41\|3.47\|3.37\|77560;2026-03-18\|3.36\|-0.30\|3.38\|3.38\|3.35\|74754;2026-03-19\|3.29\|-2.08\|3.35\|3.36\|3.29\|87014;2026-03-20\|3.29\|0.00\|3.31\|3.34\|3.29\|80969;2026-03-23\|3.13\|-4.86\|3.27\|3.27\|3.13\|141198;2026-03-24\|3.19\|1.92\|3.16\|3.20\|3.14\|79068;2026-03-25\|3.21\|0.63\|3.20\|3.22\|3.16\|85099;2026-03-26\|3.16\|-1.56\|3.21\|3.27\|3.16\|88477;2026-03-27\|3.21\|1.58\|3.15\|3.21\|3.13\|66537;2026-03-30\|3.18\|-0.93\|3.15\|3.20\|3.13\|87864;2026-03-31\|3.13\|-1.57\|3.18\|3.24\|3.12\|106558;2026-04-01\|3.11\|-0.64\|3.16\|3.18\|3.10\|95972;2026-04-02\|3.03\|-2.57\|3.12\|3.13\|3.01\|106621;2026-04-03\|2.97\|-1.98\|3.04\|3.04\|2.95\|106842;2026-04-07\|2.97\|0.00\|2.95\|3.00\|2.93\|74698;2026-04-08\|3.03\|2.02\|3.00\|3.05\|3.00\|101748;2026-04-09\|3.18\|4.95\|3.01\|3.18\|3.00\|158340;2026-04-10\|3.27\|2.83\|3.25\|3.34\|3.19\|263679;2026-04-13\|3.43\|4.89\|3.31\|3.43\|3.25\|221397;2026-04-14\|3.43\|0.00\|3.44\|3.52\|3.39\|245355;2026-04-15\|3.44\|0.29\|3.39\|3.54\|3.39\|166683;2026-04-16\|3.40\|-1.16\|3.43\|3.49\|3.40\|113942;2026-04-17\|3.36\|-1.18\|3.41\|3.43\|3.33\|121490;2026-04-20\|3.32\|-1.19\|3.37\|3.38\|3.30\|99836;2026-04-21\|3.32\|0.00\|3.30\|3.35\|3.28\|82037;2026-04-22\|3.36\|1.20\|3.30\|3.44\|3.26\|180419;2026-04-23\|3.25\|-3.27\|3.32\|3.34\|3.23\|142845;2026-04-24\|3.19\|-1.85\|3.24\|3.25\|3.17\|84587;2026-04-27\|3.15\|-1.25\|3.19\|3.21\|3.13\|112217;2026-04-28\|3.26\|3.49\|3.16\|3.30\|3.10\|155660;2026-04-29\|3.25\|-0.31\|3.27\|3.31\|3.24\|94924;2026-04-30\|3.20\|-1.54\|3.26\|3.27\|3.17\|101250;2026-05-06\|3.18\|-0.62\|3.23\|3.23\|3.17\|92785;2026-05-07\|3.14\|-1.26\|3.16\|3.21\|3.12\|139990;2026-05-08\|3.09\|-1.59\|3.12\|3.14\|3.03\|120353;2026-05-11\|3.07\|-0.65\|3.10\|3.14\|3.07\|140768;2026-05-12\|3.03\|-1.30\|3.09\|3.11\|3.03\|139107;2026-05-13\|3.06\|0.99\|3.07\|3.11\|3.02\|128789;2026-05-14\|3.02\|-1.31\|3.06\|3.07\|3.01\|129845;2026-05-15\|3.03\|0.33\|3.05\|3.06\|2.99\|110831;2026-05-18\|3.18\|4.95\|3.04\|3.18\|2.98\|214566;2026-05-19\|3.09\|-2.83\|3.18\|3.18\|3.08\|162929;2026-05-20\|3.10\|0.32\|3.08\|3.18\|3.04\|122424;2026-05-21\|3.05\|-1.61\|3.10\|3.13\|3.05\|91272;2026-05-22\|3.08\|0.98\|3.04\|3.09\|3.03\|66072;2026-05-25\|3.02\|-1.95\|3.09\|3.09\|3.01\|101652;2026-05-26\|2.99\|-0.99\|3.02\|3.04\|2.98\|80377;2026-05-27\|2.99\|0.00\|3.00\|3.02\|2.97\|54802;2026-05-28\|2.96\|-1.00\|2.99\|2.99\|2.95\|76641;2026-05-29\|2.96\|0.00\|2.98\|3.05\|2.94\|103688;2026-06-01\|3.00\|1.35\|2.95\|3.03\|2.94\|88901;2026-06-02\|2.99\|-0.33\|2.99\|2.99\|2.95\|72595;2026-06-03\|2.97\|-0.67\|2.99\|3.00\|2.95\|64912;2026-06-04\|2.94\|-1.01\|2.95\|2.96\|2.94\|65728;2026-06-05\|2.94\|0.00\|2.94\|2.96\|2.93\|57106;2026-06-08\|2.84\|-3.40\|2.92\|2.92\|2.83\|98815;2026-06-09\|2.78\|-2.11\|2.85\|2.88\|2.78\|73436;2026-06-10\|2.73\|-1.80\|2.80\|2.84\|2.68\|113748;2026-06-11\|2.63\|-3.66\|2.69\|2.72\|2.60\|100460;2026-06-12\|2.62\|-0.38\|2.63\|2.67\|2.61\|84467;2026-06-15\|2.60\|-0.76\|2.60\|2.67\|2.58\|90949;2026-06-16\|2.55\|-1.92\|2.61\|2.61\|2.53\|124118;2026-06-17\|2.52\|-1.18\|2.56\|2.63\|2.52\|122238;2026-06-18\|2.50\|-0.79\|2.56\|2.56\|2.46\|123894;2026-06-22\|2.38\|-4.80\|2.49\|2.49\|2.38\|146289;2026-06-23\|2.50\|5.04\|2.50\|2.50\|2.50\|19354;2026-06-24\|2.63\|5.20\|2.63\|2.63\|2.63\|11030;2026-06-25\|2.76\|4.94\|2.76\|2.76\|2.76\|57045;2026-06-26\|2.90\|5.07\|2.85\|2.90\|2.77\|357492;2026-06-29\|3.05\|5.17\|2.97\|3.05\|2.88\|303254;2026-06-30\|3.20\|4.92\|3.19\|3.20\|3.09\|208952;2026-07-01\|3.36\|5.00\|3.36\|3.36\|3.28\|117367;2026-07-02\|3.27\|-2.68\|3.53\|3.53\|3.21\|601255;2026-07-03\|3.43\|4.89\|3.22\|3.43\|3.19\|326613;2026-07-06\|3.26\|-4.96\|3.40\|3.51\|3.19\|355648;2026-07-07\|3.22\|-1.23\|3.28\|3.38\|3.16\|208966;2026-07-08\|3.15\|-2.17\|3.21\|3.22\|3.11\|165198;2026-07-09\|3.15\|0.00\|3.12\|3.23\|3.11\|152837;2026-07-10\|3.27\|3.81\|3.12\|3.30\|3.10\|176797
117558	行业估值处于历史低位	间接参股宇树科技+集成厨电龙头+品牌战略升级 1、据2026年6月4日互动易，公司参股的基金杭州红杉晟恒股权投资合伙企业有限合伙通过其对外投资，间接持有宇树科技的股权，形成机器人概念关联，但上述投资仅为财务性投资，穿透后持股比例极低，不会对公司生产经营和业绩产生重大影响。 2、据2025年年度报告，公司主营集成灶、集成洗碗机等集成厨电产品，2025年核心产品集成灶实现营收64,590.82万元，占总营收的83.83%，连续多年稳居集成厨电行业营业收入首位，细分行业龙头地位稳固。 3、据2026年5月15日投资者关系活动记录表，公司2025年完成品牌战略升级，由“火星人集成灶”更名为“火星人集成厨电”，定位“集成厨电专家”，向厨电全品类延伸；2026年公司将围绕集成烹饪中心、集成净洗中心等丰富产品矩阵，并持续探索老厨房改造业务与海外市场。	国内集成灶行业知名企业；参股的北京星动纪元科技有限公司和戴盟（深圳）机器人科技有限公司，专注研发和生产真正可商用的多系列通用仿人机器人产品	2026-03-03\|10.85\|-3.30\|11.23\|11.39\|10.84\|58091;2026-03-04\|10.81\|-0.37\|10.74\|10.99\|10.72\|34999;2026-03-05\|10.90\|0.83\|11.03\|11.08\|10.86\|29395;2026-03-06\|11.15\|2.29\|10.88\|11.16\|10.85\|26416;2026-03-09\|11.06\|-0.81\|10.98\|11.08\|10.81\|24449;2026-03-10\|11.22\|1.45\|11.15\|11.22\|11.06\|25920;2026-03-11\|11.21\|-0.09\|11.21\|11.36\|11.14\|29175;2026-03-12\|11.18\|-0.27\|11.18\|11.55\|11.15\|34599;2026-03-13\|11.48\|2.68\|11.16\|11.80\|11.08\|98728;2026-03-16\|11.28\|-1.74\|11.32\|11.45\|11.18\|51151;2026-03-17\|11.08\|-1.77\|11.24\|11.38\|11.08\|36717;2026-03-18\|11.24\|1.44\|11.09\|11.25\|11.03\|29274;2026-03-19\|10.92\|-2.85\|11.18\|11.31\|10.88\|36942;2026-03-20\|10.52\|-3.66\|10.93\|10.99\|10.51\|49311;2026-03-23\|10.76\|2.28\|10.51\|11.20\|10.37\|92373;2026-03-24\|10.80\|0.37\|10.81\|10.98\|10.54\|63178;2026-03-25\|10.73\|-0.65\|10.75\|10.90\|10.65\|45072;2026-03-26\|10.38\|-3.26\|10.66\|10.82\|10.36\|45339;2026-03-27\|10.69\|2.99\|10.31\|10.90\|10.17\|59660;2026-03-30\|10.53\|-1.50\|10.46\|10.60\|10.34\|38324;2026-03-31\|10.32\|-1.99\|10.53\|10.68\|10.32\|39247;2026-04-01\|10.42\|0.97\|10.56\|10.57\|10.34\|32811;2026-04-02\|10.09\|-3.17\|10.42\|10.47\|10.03\|41436;2026-04-03\|9.74\|-3.47\|10.10\|10.16\|9.73\|39120;2026-04-07\|9.81\|0.72\|9.84\|9.88\|9.71\|26860;2026-04-08\|10.16\|3.57\|9.94\|10.16\|9.90\|38589;2026-04-09\|9.82\|-3.35\|10.05\|10.11\|9.82\|42509;2026-04-10\|9.97\|1.53\|9.88\|10.09\|9.85\|38100;2026-04-13\|9.99\|0.20\|9.88\|10.13\|9.86\|32265;2026-04-14\|10.10\|1.10\|10.05\|10.13\|9.90\|35784;2026-04-15\|9.98\|-1.19\|10.11\|10.13\|9.96\|28749;2026-04-16\|10.20\|2.20\|10.02\|10.23\|9.94\|39855;2026-04-17\|9.92\|-2.75\|10.18\|10.18\|9.86\|42968;2026-04-20\|9.87\|-0.50\|9.91\|9.99\|9.82\|29771;2026-04-21\|9.98\|1.11\|9.85\|10.15\|9.82\|44582;2026-04-22\|9.84\|-1.40\|9.99\|9.99\|9.76\|42219;2026-04-23\|10.04\|2.03\|9.80\|10.35\|9.78\|69577;2026-04-24\|10.11\|0.70\|10.00\|10.31\|9.98\|57612;2026-04-27\|10.36\|2.47\|10.11\|10.38\|10.00\|56603;2026-04-28\|10.43\|0.68\|10.26\|10.60\|10.23\|68781;2026-04-29\|10.40\|-0.29\|10.32\|10.54\|10.31\|45206;2026-04-30\|10.46\|0.58\|10.36\|10.56\|10.33\|32451;2026-05-06\|10.35\|-1.05\|10.50\|10.58\|10.30\|46230;2026-05-07\|10.44\|0.87\|10.35\|10.66\|10.35\|45385;2026-05-08\|10.60\|1.53\|10.45\|10.63\|10.42\|42306;2026-05-11\|10.71\|1.04\|10.62\|10.77\|10.55\|36691;2026-05-12\|10.42\|-2.71\|10.71\|10.78\|10.41\|39475;2026-05-13\|10.35\|-0.67\|10.40\|10.47\|10.32\|31483;2026-05-14\|10.19\|-1.55\|10.40\|10.45\|10.18\|45643;2026-05-15\|10.25\|0.59\|10.36\|10.42\|10.15\|38395;2026-05-18\|10.17\|-0.78\|10.17\|10.23\|9.96\|38465;2026-05-19\|10.58\|4.03\|10.15\|10.84\|10.15\|79852;2026-05-20\|10.41\|-1.61\|10.45\|10.48\|10.23\|48543;2026-05-21\|10.29\|-1.15\|10.44\|10.78\|10.23\|56597;2026-05-22\|10.03\|-2.53\|10.29\|10.39\|9.96\|65469;2026-05-25\|10.05\|0.20\|10.09\|10.28\|9.90\|54273;2026-05-26\|9.85\|-1.99\|9.93\|10.28\|9.60\|62365;2026-05-27\|9.36\|-4.97\|9.83\|9.83\|9.29\|69958;2026-05-28\|9.18\|-1.92\|9.35\|9.36\|8.93\|57575;2026-05-29\|9.08\|-1.09\|9.15\|9.35\|9.05\|51232;2026-06-01\|9.43\|3.85\|9.08\|9.49\|9.02\|48548;2026-06-02\|9.14\|-3.08\|9.42\|9.52\|9.10\|41608;2026-06-03\|8.83\|-3.39\|9.13\|9.16\|8.77\|49293;2026-06-04\|8.72\|-1.25\|8.78\|8.87\|8.62\|39473;2026-06-05\|8.91\|2.18\|8.73\|9.06\|8.60\|42640;2026-06-08\|8.77\|-1.57\|8.75\|8.97\|8.61\|46970;2026-06-09\|9.21\|5.02\|8.87\|9.65\|8.76\|102216;2026-06-10\|9.48\|2.93\|9.10\|9.93\|8.99\|121990;2026-06-11\|11.38\|20.04\|9.36\|11.38\|9.25\|246065;2026-06-12\|11.91\|4.66\|11.39\|12.06\|11.17\|367795;2026-06-15\|10.87\|-8.73\|11.70\|11.80\|10.74\|279091;2026-06-16\|10.99\|1.10\|10.84\|11.10\|10.58\|199020;2026-06-17\|11.85\|7.83\|10.71\|11.99\|10.65\|259517;2026-06-18\|12.04\|1.60\|11.70\|12.49\|11.53\|224646;2026-06-22\|11.64\|-3.32\|11.90\|12.15\|11.50\|144012;2026-06-23\|11.42\|-1.89\|11.58\|11.77\|11.41\|97113;2026-06-24\|11.43\|0.09\|11.38\|11.58\|11.16\|94787;2026-06-25\|10.98\|-3.94\|11.45\|12.08\|10.81\|180245;2026-06-26\|10.57\|-3.73\|10.77\|11.17\|10.49\|104922;2026-06-29\|11.72\|10.88\|10.53\|12.16\|10.26\|253985;2026-06-30\|12.56\|7.17\|11.65\|12.94\|11.45\|242643;2026-07-01\|12.22\|-2.71\|12.51\|12.92\|12.19\|143540;2026-07-02\|12.20\|-0.16\|12.10\|12.70\|11.97\|123951;2026-07-03\|12.45\|2.05\|12.19\|12.66\|11.97\|158624;2026-07-06\|12.53\|0.64\|12.56\|13.11\|12.45\|172862;2026-07-07\|12.61\|0.64\|12.54\|13.15\|12.45\|157904;2026-07-08\|12.13\|-3.81\|12.37\|12.67\|12.00\|107145;2026-07-09\|12.33\|1.65\|12.15\|12.42\|11.83\|96578;2026-07-10\|12.33\|0.00\|12.15\|12.75\|11.99\|109933
117557	行业估值处于历史低位	旅游主业+低空文旅行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司明确低空文旅业务以祥源通航为专业平台，专注于飞行基地运行、飞行业态运营及飞行项目开发，推动eVTOL商业化运营试点，打造飞行体验等特色产品。 2、据2025年年度报告及2026年6月3日机构调研，公司旅游景区业务收入8.30亿元，同比增长50.65%，旗下莽山五指峰、百龙天梯等核心景区客流与营收均实现双位数增长，主业经营展现强劲复苏韧性。 3、据2026年6月3日投资者关系活动记录表，公司已完成股份回购，相关股份将规划用作股权激励及员工持股计划来源，相关工作正在稳步推进。	1、公司主营业务包括旅游业务、动漫衍生、动画影视等； 2、子公司翔通动漫主营游戏开发运营等,代表作包括自主开发的《剑仆契约》等；2023年公司积极引入和落地了包括游戏CG等业务类型	2026-03-03\|6.21\|-2.20\|6.38\|6.44\|6.20\|153375;2026-03-04\|6.18\|-0.48\|6.15\|6.24\|6.07\|113621;2026-03-05\|6.27\|1.46\|6.25\|6.29\|6.21\|97147;2026-03-06\|6.41\|2.23\|6.27\|6.43\|6.24\|104091;2026-03-09\|6.37\|-0.62\|6.33\|6.41\|6.25\|111577;2026-03-10\|6.46\|1.41\|6.40\|6.50\|6.39\|91475;2026-03-11\|6.41\|-0.77\|6.46\|6.48\|6.38\|74080;2026-03-12\|6.36\|-0.78\|6.43\|6.44\|6.34\|63606;2026-03-13\|6.37\|0.16\|6.36\|6.45\|6.33\|97700;2026-03-16\|6.49\|1.88\|6.35\|6.50\|6.34\|129378;2026-03-17\|6.41\|-1.23\|6.49\|6.57\|6.40\|105950;2026-03-18\|6.31\|-1.56\|6.41\|6.44\|6.26\|92104;2026-03-19\|6.27\|-0.63\|6.26\|6.34\|6.23\|75585;2026-03-20\|6.22\|-0.80\|6.29\|6.43\|6.21\|129382;2026-03-23\|5.81\|-6.59\|6.16\|6.16\|5.76\|153009;2026-03-24\|5.92\|1.89\|5.93\|5.97\|5.82\|146438;2026-03-25\|6.02\|1.69\|5.94\|6.06\|5.92\|115488;2026-03-26\|5.92\|-1.66\|6.03\|6.09\|5.89\|94745;2026-03-27\|6.15\|3.89\|5.85\|6.20\|5.85\|238693;2026-03-30\|6.07\|-1.30\|6.09\|6.17\|6.03\|109017;2026-03-31\|5.94\|-2.14\|6.05\|6.16\|5.93\|129210;2026-04-01\|6.08\|2.36\|6.06\|6.13\|5.99\|138935;2026-04-02\|5.84\|-3.95\|6.07\|6.07\|5.82\|157365;2026-04-03\|5.67\|-2.91\|5.85\|5.88\|5.64\|105982;2026-04-07\|5.81\|2.47\|5.65\|5.81\|5.62\|98048;2026-04-08\|5.93\|2.07\|5.89\|5.95\|5.88\|157261;2026-04-09\|5.75\|-3.04\|5.88\|5.89\|5.73\|114306;2026-04-10\|5.81\|1.04\|5.75\|5.92\|5.75\|108556;2026-04-13\|5.85\|0.69\|5.75\|5.88\|5.75\|71448;2026-04-14\|5.86\|0.17\|5.88\|5.91\|5.78\|80577;2026-04-15\|5.95\|1.54\|5.87\|6.00\|5.86\|151717;2026-04-16\|6.12\|2.86\|5.90\|6.17\|5.90\|243850;2026-04-17\|6.00\|-1.96\|6.12\|6.13\|5.93\|176399;2026-04-20\|6.03\|0.50\|6.02\|6.06\|5.94\|100951;2026-04-21\|6.00\|-0.50\|6.03\|6.10\|5.95\|98989;2026-04-22\|5.95\|-0.83\|6.00\|6.01\|5.91\|86059;2026-04-23\|5.88\|-1.18\|5.96\|5.96\|5.84\|116108;2026-04-24\|5.81\|-1.19\|5.83\|5.88\|5.73\|111558;2026-04-27\|5.79\|-0.34\|5.75\|5.82\|5.63\|155256;2026-04-28\|5.78\|-0.17\|5.75\|5.86\|5.69\|121381;2026-04-29\|5.97\|3.29\|5.75\|5.99\|5.75\|161173;2026-04-30\|5.96\|-0.17\|5.93\|6.01\|5.80\|183455;2026-05-06\|5.70\|-4.36\|5.97\|5.97\|5.67\|300613;2026-05-07\|5.66\|-0.70\|5.71\|5.75\|5.65\|150041;2026-05-08\|5.84\|3.18\|5.66\|5.90\|5.58\|266249;2026-05-11\|5.88\|0.68\|5.84\|6.06\|5.75\|232211;2026-05-12\|5.80\|-1.36\|5.88\|5.89\|5.77\|106719;2026-05-13\|5.78\|-0.34\|5.85\|5.86\|5.71\|83737;2026-05-14\|5.68\|-1.73\|5.78\|5.79\|5.65\|95978;2026-05-15\|5.77\|1.58\|5.68\|5.80\|5.65\|105243;2026-05-18\|5.78\|0.17\|5.78\|5.83\|5.66\|75496;2026-05-19\|5.83\|0.87\|5.83\|5.94\|5.76\|117044;2026-05-20\|5.81\|-0.34\|5.83\|5.86\|5.74\|81870;2026-05-21\|5.77\|-0.69\|5.81\|6.03\|5.75\|188584;2026-05-22\|5.86\|1.56\|5.79\|5.89\|5.76\|95244;2026-05-25\|5.97\|1.88\|5.82\|6.10\|5.82\|157408;2026-05-26\|5.98\|0.17\|5.95\|6.02\|5.85\|96596;2026-05-27\|5.91\|-1.17\|5.95\|6.00\|5.90\|87287;2026-05-28\|5.82\|-1.52\|5.90\|6.03\|5.81\|126994;2026-05-29\|5.90\|1.37\|5.83\|5.94\|5.80\|103567;2026-06-01\|6.11\|3.56\|5.94\|6.13\|5.90\|233631;2026-06-02\|6.01\|-1.64\|6.15\|6.16\|5.93\|141580;2026-06-03\|5.85\|-2.66\|6.00\|6.01\|5.79\|133135;2026-06-04\|5.85\|0.00\|5.80\|5.86\|5.75\|89699;2026-06-05\|5.78\|-1.20\|5.83\|5.95\|5.77\|107740;2026-06-08\|5.59\|-3.29\|5.68\|5.83\|5.55\|136829;2026-06-09\|5.57\|-0.36\|5.60\|5.65\|5.42\|75964;2026-06-10\|5.69\|2.15\|5.55\|5.70\|5.52\|98917;2026-06-11\|5.62\|-1.23\|5.63\|5.75\|5.58\|91258;2026-06-12\|6.18\|9.96\|5.68\|6.18\|5.61\|434888;2026-06-15\|6.55\|5.99\|6.18\|6.63\|6.10\|599776;2026-06-16\|5.99\|-8.55\|6.55\|6.55\|5.92\|412679;2026-06-17\|5.75\|-4.01\|5.95\|5.96\|5.72\|238027;2026-06-18\|5.83\|1.39\|5.70\|6.00\|5.50\|221320;2026-06-22\|5.65\|-3.09\|5.76\|5.89\|5.47\|243845;2026-06-23\|5.61\|-0.71\|5.50\|5.64\|5.50\|113104;2026-06-24\|5.34\|-4.81\|5.56\|5.59\|5.25\|189210;2026-06-25\|5.38\|0.75\|5.38\|5.48\|5.20\|107862;2026-06-26\|5.38\|0.00\|5.40\|5.65\|5.26\|117491;2026-06-29\|5.92\|10.04\|5.34\|5.92\|5.32\|276121;2026-06-30\|5.90\|-0.34\|5.95\|6.31\|5.87\|434707;2026-07-01\|6.32\|7.12\|5.96\|6.36\|5.96\|360406;2026-07-02\|6.26\|-0.95\|6.37\|6.45\|6.26\|243380;2026-07-03\|6.25\|-0.16\|6.21\|6.36\|6.18\|158548;2026-07-06\|6.13\|-1.92\|6.25\|6.38\|6.11\|134268;2026-07-07\|5.93\|-3.26\|6.16\|6.18\|5.91\|129516;2026-07-08\|5.88\|-0.84\|6.09\|6.23\|5.73\|232666;2026-07-09\|5.73\|-2.55\|5.80\|5.88\|5.64\|139562;2026-07-10\|5.81\|1.40\|5.69\|5.96\|5.66\|150469
117556	行业估值处于历史低位	辟谣澄清+能量饮料+回购注销 1、据2026年6月27日公司官方公众号澄清声明，近日网络流传的所谓“东鹏饮料创始人林木勤称不喝自家产品”的短视频系恶意捏造、无任何事实依据的虚假信息，公司已固定证据并向公安机关报案；据2026年6月28日每日经济新闻报道，事件当事人张雪公布原视频，证实网传内容系对蒋薇薇回应“有没有喝过别人花钱买的东鹏”场景的恶意剪辑和曲解。 2、据尼尔森IQ数据及每日经济新闻2026年6月28日报道，2025年东鹏特饮在我国能量饮料市场销售量占比达51.6%，连续五年位居行业第一，销售额份额占比提升至38.3%；公司主营能量饮料、电解质饮料等软饮料的研发、生产和销售。 3、据2026年5月7日公告，公司拟以自有资金回购A股股份，回购价格不超过248元/股，其中不低于90%的回购股份将用于注销并减少注册资本；据2026年5月30日公告，控股股东林木勤于5月29日增持公司H股4.98万股，并计划12个月内继续增持H股，增持金额不低于1亿港币、不超过2亿港币。	国内能量饮料龙头	2026-03-03\|234.98\|-0.97\|237.30\|242.30\|234.30\|29261;2026-03-04\|230.40\|-1.95\|233.95\|234.93\|229.10\|23240;2026-03-05\|234.31\|1.70\|232.10\|237.20\|232.10\|18530;2026-03-06\|235.00\|0.29\|234.00\|235.97\|231.58\|13894;2026-03-09\|235.84\|0.36\|233.50\|237.05\|230.70\|23996;2026-03-10\|239.08\|1.37\|235.66\|241.99\|233.57\|26554;2026-03-11\|237.53\|-0.65\|240.00\|240.00\|236.53\|15381;2026-03-12\|226.62\|-4.59\|237.30\|237.30\|226.62\|36829;2026-03-13\|227.20\|0.26\|225.50\|228.51\|223.51\|34265;2026-03-16\|238.95\|5.17\|226.80\|240.00\|226.01\|33430;2026-03-17\|237.50\|-0.61\|238.95\|243.75\|237.11\|22656;2026-03-18\|234.30\|-1.35\|237.50\|239.85\|233.14\|11821;2026-03-19\|229.95\|-1.86\|232.56\|233.94\|229.53\|10544;2026-03-20\|228.09\|-0.81\|229.96\|232.49\|228.09\|16289;2026-03-23\|219.46\|-3.78\|225.08\|225.80\|217.60\|18620;2026-03-24\|224.50\|2.30\|222.02\|225.20\|219.60\|21211;2026-03-25\|228.90\|1.96\|225.99\|230.00\|224.28\|12859;2026-03-26\|218.75\|-4.43\|228.99\|230.24\|218.18\|18811;2026-03-27\|225.00\|2.86\|218.60\|226.34\|216.10\|24169;2026-03-30\|227.99\|1.33\|228.00\|229.49\|223.22\|20796;2026-03-31\|205.27\|-9.97\|221.16\|222.44\|205.22\|104516;2026-04-01\|210.40\|2.50\|207.91\|213.37\|203.68\|48015;2026-04-02\|206.88\|-1.67\|212.11\|217.27\|206.38\|48403;2026-04-03\|202.27\|-2.23\|206.88\|207.88\|201.50\|26386;2026-04-07\|198.04\|-2.09\|202.18\|202.20\|197.48\|26065;2026-04-08\|206.33\|4.19\|203.00\|208.77\|199.74\|51997;2026-04-09\|201.61\|-2.29\|204.94\|205.72\|200.87\|30737;2026-04-10\|200.12\|-0.74\|201.64\|203.30\|199.01\|36369;2026-04-13\|193.95\|-3.08\|197.40\|198.05\|193.30\|42424;2026-04-14\|191.23\|-1.40\|195.65\|195.67\|188.01\|69401;2026-04-15\|193.50\|1.19\|191.37\|195.57\|190.00\|57509;2026-04-16\|194.26\|0.39\|193.03\|195.22\|192.25\|42820;2026-04-17\|199.80\|2.85\|194.00\|201.31\|192.33\|61558;2026-04-20\|203.71\|1.96\|199.90\|205.74\|198.30\|41496;2026-04-21\|201.33\|-1.17\|203.31\|204.63\|200.71\|28596;2026-04-22\|201.40\|0.03\|200.97\|203.88\|199.49\|25798;2026-04-23\|204.18\|1.38\|201.00\|208.10\|201.00\|34948;2026-04-24\|199.96\|-2.07\|203.00\|203.80\|199.87\|31296;2026-04-27\|197.75\|-1.11\|199.50\|201.02\|196.16\|28622;2026-04-28\|196.58\|-0.59\|197.88\|198.77\|196.30\|22212;2026-04-29\|208.33\|5.98\|195.90\|211.18\|195.89\|61918;2026-04-30\|203.84\|-2.16\|204.90\|208.00\|195.00\|96558;2026-05-06\|200.65\|-1.56\|203.00\|203.00\|197.19\|67428;2026-05-07\|201.45\|0.40\|200.20\|206.18\|200.20\|42442;2026-05-08\|199.98\|-0.73\|201.45\|203.40\|199.88\|29551;2026-05-11\|197.75\|-1.12\|200.00\|200.01\|195.25\|44078;2026-05-12\|194.72\|-1.53\|198.00\|198.80\|193.79\|32091;2026-05-13\|192.83\|-0.97\|194.66\|196.66\|190.89\|41005;2026-05-14\|193.50\|0.35\|193.59\|197.77\|191.00\|61389;2026-05-15\|186.09\|-3.83\|192.60\|192.60\|185.00\|65307;2026-05-18\|142.20\|0.69\|141.94\|142.36\|138.59\|59483;2026-05-19\|145.61\|2.40\|142.00\|152.50\|141.46\|115750;2026-05-20\|149.00\|2.33\|145.76\|153.00\|145.76\|100492;2026-05-21\|147.23\|-1.19\|149.03\|153.97\|147.19\|70723;2026-05-22\|144.58\|-1.80\|147.60\|150.58\|143.76\|69328;2026-05-25\|145.04\|0.32\|144.00\|148.90\|142.00\|62491;2026-05-26\|141.62\|-2.36\|144.00\|145.00\|138.60\|69221;2026-05-27\|139.10\|-1.78\|141.41\|142.88\|137.69\|67382;2026-05-28\|141.01\|1.37\|137.80\|145.50\|137.30\|84907;2026-05-29\|142.44\|1.01\|140.25\|146.50\|137.55\|89810;2026-06-01\|152.30\|6.92\|142.57\|153.00\|142.01\|115902;2026-06-02\|149.60\|-1.77\|150.00\|154.90\|148.55\|89533;2026-06-03\|143.96\|-3.77\|148.35\|148.39\|142.50\|73225;2026-06-04\|139.43\|-3.15\|143.00\|143.88\|138.78\|55033;2026-06-05\|134.39\|-3.61\|139.80\|142.96\|134.28\|82079;2026-06-08\|136.23\|1.37\|131.99\|136.85\|131.62\|61641;2026-06-09\|133.20\|-2.22\|135.09\|135.35\|131.75\|51449;2026-06-10\|131.88\|-0.99\|133.00\|135.34\|131.60\|41570;2026-06-11\|133.12\|0.94\|131.82\|134.88\|130.20\|42471;2026-06-12\|131.84\|-0.96\|131.18\|134.77\|129.21\|66893;2026-06-15\|128.26\|-2.72\|131.84\|132.30\|128.10\|80917;2026-06-16\|124.78\|-2.71\|127.80\|128.04\|124.30\|93387;2026-06-17\|125.39\|0.49\|124.78\|126.00\|123.50\|70882;2026-06-18\|120.60\|-3.82\|125.55\|125.55\|120.42\|78864;2026-06-22\|120.63\|0.02\|119.88\|120.89\|115.80\|112309;2026-06-23\|116.15\|-3.71\|118.98\|121.12\|115.58\|82488;2026-06-24\|114.05\|-1.81\|115.00\|117.95\|113.11\|67614;2026-06-25\|112.73\|-1.16\|113.50\|115.49\|111.70\|82711;2026-06-26\|110.90\|-1.62\|112.18\|113.46\|110.30\|60451;2026-06-29\|121.99\|10.00\|111.97\|121.99\|108.80\|117994;2026-06-30\|123.43\|1.18\|122.82\|124.24\|119.74\|131198;2026-07-01\|128.53\|4.13\|123.43\|130.67\|122.22\|102160;2026-07-02\|124.08\|-3.46\|127.89\|132.65\|123.90\|74172;2026-07-03\|126.35\|1.83\|123.88\|131.36\|123.46\|88017;2026-07-06\|127.90\|1.23\|125.26\|129.90\|123.99\|69029;2026-07-07\|124.45\|-2.70\|126.50\|128.01\|124.03\|42580;2026-07-08\|127.81\|2.70\|124.27\|130.00\|122.58\|77041;2026-07-09\|121.44\|-4.98\|127.00\|127.80\|121.00\|75307;2026-07-10\|121.51\|0.06\|121.44\|124.30\|118.23\|71013
117555	行业估值处于历史低位	装饰原纸+乳胶纸+高分红 1、据2026年6月4日投资者关系活动记录，公司产品结构优化持续推进，2025年乳胶纸销量同比增长15.31%，预浸渍纸增长7.71%；目前装饰原纸以外新品销量占比已超20%，2026年目标为8万吨。 2、据2026年6月25日互动易，公司长期坚持稳定现金分红，最近三个会计年度累计现金分红4.18亿元，占最近三个会计年度年均净利润的248.97%。 3、据2026年6月25日互动易及2026年6月4日投资者关系活动记录，公司是国内唯一稳定批量供应高中档乳胶纸的制造商，也是宜家预浸渍纸唯一国内供应商。	高档装饰原纸行业龙头	2026-03-03\|8.11\|-1.82\|8.24\|8.31\|8.10\|54385;2026-03-04\|7.88\|-2.84\|8.07\|8.11\|7.86\|71450;2026-03-05\|8.00\|1.52\|7.99\|8.06\|7.94\|37824;2026-03-06\|8.17\|2.12\|8.00\|8.17\|7.93\|41322;2026-03-09\|8.07\|-1.22\|8.12\|8.17\|8.00\|41822;2026-03-10\|8.17\|1.24\|8.15\|8.18\|8.08\|30345;2026-03-11\|8.17\|0.00\|8.17\|8.20\|8.14\|30348;2026-03-12\|8.10\|-0.86\|8.17\|8.20\|8.09\|27900;2026-03-13\|8.10\|0.00\|8.08\|8.16\|8.05\|28454;2026-03-16\|8.10\|0.00\|8.07\|8.14\|8.03\|27098;2026-03-17\|7.98\|-1.48\|8.14\|8.18\|7.98\|31930;2026-03-18\|8.07\|1.13\|7.98\|8.07\|7.94\|30357;2026-03-19\|8.54\|5.82\|8.07\|8.76\|7.98\|254105;2026-03-20\|8.48\|-0.70\|8.45\|8.67\|8.40\|134424;2026-03-23\|7.75\|-8.61\|8.26\|8.42\|7.71\|130791;2026-03-24\|7.98\|2.97\|7.94\|8.13\|7.77\|67751;2026-03-25\|8.02\|0.50\|7.98\|8.06\|7.88\|45682;2026-03-26\|7.91\|-1.37\|8.00\|8.19\|7.88\|42912;2026-03-27\|7.95\|0.51\|7.86\|7.99\|7.81\|47097;2026-03-30\|7.99\|0.50\|7.95\|8.00\|7.80\|36329;2026-03-31\|8.13\|1.75\|8.00\|8.27\|7.99\|64929;2026-04-01\|8.16\|0.37\|8.18\|8.25\|8.07\|32801;2026-04-02\|8.03\|-1.59\|8.16\|8.24\|8.01\|33696;2026-04-03\|8.17\|1.74\|8.05\|8.34\|7.87\|68894;2026-04-07\|8.34\|2.08\|8.11\|8.54\|8.09\|78132;2026-04-08\|8.40\|0.72\|8.43\|8.48\|8.31\|54889;2026-04-09\|8.19\|-2.50\|8.40\|8.47\|8.18\|47053;2026-04-10\|8.28\|1.10\|8.22\|8.36\|8.16\|42354;2026-04-13\|8.29\|0.12\|8.25\|8.35\|8.17\|40437;2026-04-14\|9.04\|9.05\|8.29\|9.08\|8.25\|238898;2026-04-15\|8.76\|-3.10\|9.00\|9.00\|8.60\|148695;2026-04-16\|8.75\|-0.11\|8.78\|8.85\|8.67\|97900;2026-04-17\|8.65\|-1.14\|8.70\|8.75\|8.57\|77024;2026-04-20\|8.65\|0.00\|8.60\|8.69\|8.58\|62737;2026-04-21\|8.60\|-0.58\|8.65\|8.65\|8.47\|66344;2026-04-22\|8.66\|0.70\|8.56\|8.70\|8.51\|57467;2026-04-23\|8.59\|-0.81\|8.69\|8.70\|8.47\|61241;2026-04-24\|8.52\|-0.81\|8.56\|8.59\|8.44\|45941;2026-04-27\|8.60\|0.94\|8.59\|8.73\|8.52\|91399;2026-04-28\|8.32\|-3.26\|8.53\|8.53\|8.20\|87355;2026-04-29\|8.33\|0.12\|8.26\|8.36\|8.25\|59825;2026-04-30\|8.35\|0.24\|8.33\|8.40\|8.30\|48522;2026-05-06\|8.34\|-0.12\|8.32\|8.38\|8.22\|73129;2026-05-07\|8.23\|-1.32\|8.34\|8.38\|8.21\|65868;2026-05-08\|8.20\|-0.36\|8.25\|8.25\|8.12\|51632;2026-05-11\|8.17\|-0.37\|8.24\|8.27\|8.09\|67647;2026-05-12\|7.99\|-2.20\|8.18\|8.19\|7.96\|73225;2026-05-13\|7.92\|-0.88\|8.00\|8.03\|7.88\|58568;2026-05-14\|7.85\|-0.88\|7.92\|7.96\|7.80\|59703;2026-05-15\|7.89\|0.51\|7.85\|7.92\|7.79\|54841;2026-05-18\|7.79\|-1.27\|7.90\|7.92\|7.75\|50509;2026-05-19\|7.79\|0.00\|7.80\|7.82\|7.73\|33331;2026-05-20\|8.01\|2.82\|7.80\|8.10\|7.66\|92695;2026-05-21\|7.95\|-0.75\|8.07\|8.58\|7.88\|136521;2026-05-22\|7.95\|0.00\|8.03\|8.05\|7.80\|71811;2026-05-25\|7.79\|-2.01\|7.93\|7.97\|7.78\|43295;2026-05-26\|7.71\|-1.03\|7.79\|7.85\|7.63\|51204;2026-05-27\|7.80\|1.17\|7.71\|7.85\|7.56\|52752;2026-05-28\|7.80\|0.00\|7.73\|7.82\|7.69\|34238;2026-05-29\|7.68\|-1.54\|7.79\|7.81\|7.65\|33864;2026-06-01\|7.65\|1.86\|7.58\|7.68\|7.53\|41667;2026-06-02\|7.77\|1.57\|7.65\|7.85\|7.54\|51843;2026-06-03\|7.62\|-1.93\|7.75\|7.77\|7.61\|30217;2026-06-04\|7.45\|-2.23\|7.65\|7.66\|7.38\|33020;2026-06-05\|7.42\|-0.40\|7.45\|7.51\|7.35\|29800;2026-06-08\|7.00\|-5.66\|7.30\|7.36\|6.90\|87478;2026-06-09\|7.14\|2.00\|7.01\|7.18\|6.88\|65505;2026-06-10\|7.08\|-0.84\|7.08\|7.15\|6.96\|42404;2026-06-11\|6.91\|-2.40\|7.06\|7.08\|6.85\|34317;2026-06-12\|7.11\|2.89\|6.92\|7.16\|6.82\|63738;2026-06-15\|7.12\|0.14\|7.12\|7.22\|7.06\|32109;2026-06-16\|6.99\|-1.83\|7.08\|7.18\|6.92\|41103;2026-06-17\|7.01\|0.29\|6.99\|7.11\|6.87\|71274;2026-06-18\|6.87\|-2.00\|6.97\|7.04\|6.81\|57145;2026-06-22\|6.85\|-0.29\|6.85\|6.87\|6.59\|57331;2026-06-23\|6.90\|0.73\|6.85\|7.04\|6.80\|39928;2026-06-24\|6.70\|-2.90\|6.85\|6.90\|6.63\|47549;2026-06-25\|6.49\|-3.13\|6.66\|6.73\|6.48\|73515;2026-06-26\|6.43\|-0.92\|6.49\|6.53\|6.40\|55227;2026-06-29\|7.07\|9.95\|6.44\|7.07\|6.18\|99449;2026-06-30\|7.24\|2.40\|7.07\|7.70\|6.90\|233315;2026-07-01\|7.37\|1.80\|7.21\|7.47\|7.06\|116864;2026-07-02\|7.30\|-0.95\|7.42\|7.48\|7.23\|74507;2026-07-03\|7.25\|-0.68\|7.29\|7.39\|7.23\|60697;2026-07-06\|7.39\|1.93\|7.26\|7.45\|7.23\|59290;2026-07-07\|7.21\|-2.44\|7.33\|7.39\|7.18\|44077;2026-07-08\|7.23\|0.28\|7.28\|7.40\|7.18\|48632;2026-07-09\|7.11\|-1.66\|7.23\|7.26\|7.01\|67286;2026-07-10\|6.70\|-5.77\|7.00\|7.10\|6.67\|121135

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason