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
117504	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：受苹果寻求从长鑫采购内存芯片催化，国产芯片设备链情绪升温；涨停缘由：公司为半导体前道温控及废气处理设备核心供应商，已导入长江存储、中芯国际等头部晶圆厂，直接受益于国产存储扩产及设备自主替代加速；资金逻辑：主力资金连续多日净流入，6月29日板块领涨，单日涨13.82%，成交额放大至19.78亿元，融资余额升至3.9亿元，机构密集给予买入评级；风险提示：滚动市盈率207.77倍显著高于行业均值48.36倍，股价短期涨幅过大存在回调风险	公司主要从事半导体专用设备的研产销，主营产品包括半导体专用温控设备（Chiller）、半导体专用工艺废气处理设备（Local Scrubber）和晶圆传片设备（Sorter）	2026-03-03\|114.00\|-6.31\|122.40\|122.90\|112.30\|60108;2026-03-04\|111.00\|-2.63\|113.52\|114.50\|108.89\|45137;2026-03-05\|110.00\|-0.90\|114.00\|114.00\|106.12\|69134;2026-03-06\|110.31\|0.28\|109.00\|111.02\|107.43\|33008;2026-03-09\|106.57\|-3.39\|105.00\|107.93\|100.80\|59997;2026-03-10\|109.90\|3.12\|109.00\|111.30\|107.10\|41696;2026-03-11\|108.71\|-1.08\|110.00\|110.68\|107.08\|39203;2026-03-12\|111.80\|2.84\|108.04\|111.80\|106.33\|35567;2026-03-13\|109.70\|-1.88\|110.01\|112.58\|107.70\|33088;2026-03-16\|111.50\|1.64\|109.24\|112.58\|105.73\|39242;2026-03-17\|106.34\|-4.63\|111.01\|111.48\|106.00\|33271;2026-03-18\|108.16\|1.71\|107.00\|109.00\|106.10\|20304;2026-03-19\|103.24\|-4.55\|105.60\|107.27\|102.00\|31613;2026-03-20\|101.96\|-1.24\|103.61\|105.96\|101.96\|29410;2026-03-23\|97.87\|-4.01\|100.00\|101.83\|96.50\|39868;2026-03-24\|101.12\|3.32\|99.88\|101.50\|96.71\|27399;2026-03-25\|102.68\|1.54\|101.90\|105.11\|101.66\|24399;2026-03-26\|99.54\|-3.06\|101.94\|102.20\|98.97\|17268;2026-03-27\|102.48\|2.95\|97.00\|103.22\|97.00\|28663;2026-03-30\|104.20\|1.68\|100.68\|105.68\|100.01\|33716;2026-03-31\|99.93\|-4.10\|104.00\|104.56\|99.33\|29844;2026-04-01\|101.83\|1.90\|102.97\|103.65\|100.78\|18984;2026-04-02\|95.80\|-5.92\|101.00\|101.79\|94.67\|37687;2026-04-03\|93.45\|-2.45\|96.00\|96.48\|93.31\|20435;2026-04-07\|94.69\|1.33\|94.31\|95.65\|93.40\|20517;2026-04-08\|102.91\|8.68\|98.00\|103.16\|98.00\|40277;2026-04-09\|102.80\|-0.11\|101.50\|105.19\|101.00\|27139;2026-04-10\|102.73\|-0.07\|104.34\|106.21\|102.67\|21479;2026-04-13\|100.15\|-2.51\|100.28\|103.50\|99.60\|31244;2026-04-14\|108.18\|8.02\|101.00\|111.43\|100.95\|60871;2026-04-15\|106.51\|-1.54\|108.30\|111.00\|106.23\|35750;2026-04-16\|107.41\|0.84\|106.64\|107.90\|105.23\|33049;2026-04-17\|107.90\|0.46\|106.91\|108.75\|105.31\|45804;2026-04-20\|108.00\|0.09\|107.88\|109.33\|105.21\|37442;2026-04-21\|108.85\|0.79\|106.52\|109.93\|104.80\|45294;2026-04-22\|110.28\|1.31\|108.86\|110.50\|107.40\|36336;2026-04-23\|106.16\|-3.74\|110.99\|111.60\|104.96\|41306;2026-04-24\|108.71\|2.40\|106.30\|110.40\|105.18\|40014;2026-04-27\|114.00\|4.87\|109.89\|116.57\|108.51\|72710;2026-04-28\|114.28\|0.25\|115.42\|117.89\|111.68\|55998;2026-04-29\|116.80\|2.21\|113.22\|117.00\|111.01\|46854;2026-04-30\|120.80\|3.42\|116.95\|123.77\|115.06\|60982;2026-05-06\|121.51\|0.59\|124.00\|127.49\|119.11\|67580;2026-05-07\|124.80\|2.71\|121.80\|126.68\|120.12\|64957;2026-05-08\|125.80\|0.80\|124.00\|127.27\|123.02\|52863;2026-05-11\|138.73\|10.28\|128.00\|144.21\|125.23\|117106;2026-05-12\|142.06\|2.40\|138.62\|143.67\|134.78\|81857;2026-05-13\|152.00\|7.00\|139.80\|159.95\|136.80\|86737;2026-05-14\|149.80\|-1.45\|150.00\|155.99\|145.05\|73669;2026-05-15\|158.94\|6.10\|149.71\|170.00\|148.05\|109028;2026-05-18\|158.83\|-0.07\|161.70\|174.00\|156.80\|112214;2026-05-19\|166.29\|4.70\|158.09\|170.00\|156.00\|91545;2026-05-20\|171.33\|3.03\|169.00\|175.69\|161.80\|91472;2026-05-21\|157.00\|-8.36\|172.00\|176.66\|154.00\|124209;2026-05-22\|153.80\|-2.04\|157.00\|159.00\|151.00\|83867;2026-05-25\|154.50\|0.46\|154.84\|164.30\|151.60\|95539;2026-05-26\|149.80\|-3.04\|154.00\|154.00\|145.50\|64984;2026-05-27\|144.92\|-3.26\|151.60\|152.00\|142.81\|67816;2026-05-28\|144.50\|-0.29\|143.97\|145.90\|141.36\|51412;2026-05-29\|135.53\|-6.21\|145.30\|145.90\|134.30\|68776;2026-06-01\|130.80\|-3.49\|135.87\|136.88\|129.87\|54594;2026-06-02\|130.75\|-0.04\|131.56\|133.80\|126.52\|56344;2026-06-03\|131.61\|0.66\|132.00\|134.82\|129.58\|60460;2026-06-04\|133.07\|1.11\|129.84\|135.52\|128.02\|59224;2026-06-05\|128.27\|-3.61\|130.30\|133.25\|127.50\|55419;2026-06-08\|123.40\|-3.80\|123.00\|129.57\|121.05\|44482;2026-06-09\|130.86\|6.05\|125.44\|132.97\|123.80\|48464;2026-06-10\|135.20\|3.32\|128.18\|136.75\|128.18\|80410;2026-06-11\|136.95\|1.29\|134.06\|138.80\|132.66\|68171;2026-06-12\|135.18\|-1.29\|144.00\|146.62\|134.18\|96909;2026-06-15\|143.00\|5.78\|136.47\|143.54\|132.52\|65009;2026-06-16\|150.01\|4.90\|146.96\|152.99\|141.54\|91480;2026-06-17\|157.68\|5.11\|149.00\|157.68\|144.07\|90793;2026-06-18\|154.30\|-2.14\|157.00\|158.98\|152.10\|88921;2026-06-22\|151.99\|-1.50\|154.42\|158.08\|146.21\|74348;2026-06-23\|151.90\|-0.06\|150.11\|156.97\|147.00\|70309;2026-06-24\|161.40\|6.25\|149.53\|162.77\|148.00\|89665;2026-06-25\|163.57\|1.34\|164.70\|167.91\|159.36\|85562;2026-06-26\|170.36\|4.15\|162.00\|176.00\|161.71\|84042;2026-06-29\|196.01\|15.06\|179.00\|197.77\|178.00\|118680;2026-06-30\|200.17\|2.12\|193.00\|206.88\|192.51\|98904;2026-07-01\|225.00\|12.40\|214.20\|240.20\|201.52\|170360;2026-07-02\|196.86\|-12.51\|200.90\|214.90\|192.58\|156655;2026-07-03\|193.49\|-1.71\|191.76\|198.56\|183.01\|95648;2026-07-06\|202.79\|4.81\|197.00\|208.03\|185.01\|139165;2026-07-07\|215.50\|6.27\|196.71\|218.61\|195.11\|110982;2026-07-08\|223.51\|3.72\|213.35\|233.56\|200.38\|135279;2026-07-09\|230.55\|3.15\|233.00\|235.00\|211.95\|129651;2026-07-10\|208.00\|-9.78\|225.00\|233.87\|205.21\|11608384
117503	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-03-03\|32.31\|-4.41\|34.01\|34.37\|32.20\|103962;2026-03-04\|31.89\|-1.30\|31.99\|32.73\|31.77\|62772;2026-03-05\|31.91\|0.06\|32.50\|33.22\|31.73\|87061;2026-03-06\|31.88\|-0.09\|31.78\|32.23\|31.44\|45410;2026-03-09\|31.03\|-2.67\|31.12\|31.33\|30.23\|69038;2026-03-10\|31.75\|2.32\|31.58\|31.94\|31.27\|51239;2026-03-11\|31.90\|0.47\|31.80\|32.63\|31.77\|52841;2026-03-12\|31.22\|-2.13\|31.65\|32.20\|31.08\|44171;2026-03-13\|30.75\|-1.51\|31.07\|31.43\|30.71\|36803;2026-03-16\|31.06\|1.01\|30.88\|31.15\|30.15\|48985;2026-03-17\|30.11\|-3.06\|31.17\|31.25\|30.08\|49942;2026-03-18\|30.71\|1.99\|30.27\|30.78\|30.10\|32267;2026-03-19\|30.03\|-2.21\|30.28\|30.44\|29.94\|43177;2026-03-20\|29.42\|-2.03\|30.15\|30.35\|29.41\|45538;2026-03-23\|28.10\|-4.49\|28.74\|29.25\|27.87\|78346;2026-03-24\|28.77\|2.38\|28.50\|28.77\|27.79\|46532;2026-03-25\|29.18\|1.43\|28.99\|29.40\|28.80\|37201;2026-03-26\|28.60\|-1.99\|28.91\|29.12\|28.40\|32456;2026-03-27\|28.93\|1.15\|28.21\|29.13\|28.21\|27714;2026-03-30\|28.76\|-0.59\|28.67\|28.93\|28.40\|22184;2026-03-31\|27.85\|-3.16\|28.80\|28.90\|27.77\|41936;2026-04-01\|28.56\|2.55\|28.31\|28.64\|28.15\|28363;2026-04-02\|27.65\|-3.19\|28.50\|28.57\|27.51\|31979;2026-04-03\|27.70\|0.18\|27.83\|28.10\|27.67\|24599;2026-04-07\|28.90\|4.33\|27.90\|29.53\|27.85\|50717;2026-04-08\|30.03\|3.91\|29.56\|30.08\|29.33\|46546;2026-04-09\|29.86\|-0.57\|29.68\|30.49\|29.58\|42162;2026-04-10\|30.35\|1.64\|30.13\|30.85\|30.00\|49512;2026-04-13\|30.21\|-0.46\|30.11\|30.81\|30.03\|48578;2026-04-14\|31.13\|3.05\|30.82\|32.00\|30.51\|74692;2026-04-15\|31.86\|2.35\|31.50\|32.43\|31.00\|86422;2026-04-16\|32.28\|1.32\|32.30\|32.38\|31.67\|51822;2026-04-17\|32.60\|0.99\|32.20\|33.08\|32.09\|74769;2026-04-20\|31.68\|-2.82\|30.82\|32.77\|30.60\|137156;2026-04-21\|31.97\|0.92\|31.98\|32.28\|31.15\|71922;2026-04-22\|32.73\|2.38\|31.94\|32.90\|31.80\|70524;2026-04-23\|32.13\|-1.83\|32.79\|32.98\|31.85\|63842;2026-04-24\|32.28\|0.47\|32.09\|33.05\|32.06\|63770;2026-04-27\|33.40\|3.47\|32.42\|34.02\|32.42\|86243;2026-04-28\|33.50\|0.30\|33.10\|33.85\|32.70\|68030;2026-04-29\|32.61\|-2.66\|33.00\|33.26\|32.17\|73487;2026-04-30\|32.66\|0.15\|32.85\|32.93\|32.10\|55237;2026-05-06\|33.42\|2.33\|32.98\|34.51\|32.97\|114465;2026-05-07\|33.39\|-0.09\|33.56\|33.58\|33.00\|69258;2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|42303016
117502	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：宇树科技成为A股‘人形机器人第一股’，强化市场对国产机器人龙头价值重估预期；涨停缘由：国内机器人产业规模最大、产品线最全企业，覆盖工业、服务、特种机器人全场景，直接受益于具身智能产业化提速；资金逻辑：公募与量化资金同步加仓核心标的，ETF调仓与主题基金建仓形成合力；风险提示：传统工业机器人业务承压，人形机器人贡献尚处早期，短期盈利支撑有限	公司表示半导体装备业务是公司重点发展的核心业务板块之一，产品包括大气机械手、真空机械手等系列产品、EFEM、真空传输平台，主要应用于刻蚀、薄膜、离子注入等工艺环节及领域	2026-03-03\|16.13\|-5.06\|16.99\|17.09\|16.11\|399927;2026-03-04\|16.25\|0.74\|16.12\|16.47\|16.07\|257792;2026-03-05\|16.35\|0.62\|16.50\|16.58\|16.26\|201564;2026-03-06\|16.45\|0.61\|16.28\|16.49\|16.21\|160739;2026-03-09\|16.39\|-0.36\|16.25\|16.48\|15.88\|261236;2026-03-10\|16.60\|1.28\|16.55\|16.67\|16.44\|210082;2026-03-11\|16.50\|-0.60\|16.62\|16.68\|16.43\|173569;2026-03-12\|16.29\|-1.27\|16.39\|16.52\|16.25\|136306;2026-03-13\|16.48\|1.17\|16.30\|16.48\|16.06\|185615;2026-03-16\|16.68\|1.21\|16.40\|16.68\|16.17\|212129;2026-03-17\|16.60\|-0.48\|16.68\|16.78\|16.52\|199118;2026-03-18\|16.50\|-0.60\|16.50\|16.63\|16.34\|137753;2026-03-19\|16.13\|-2.24\|16.35\|16.35\|16.05\|142278;2026-03-20\|15.50\|-3.91\|16.13\|16.22\|15.50\|211709;2026-03-23\|14.71\|-5.10\|15.50\|15.58\|14.66\|286742;2026-03-24\|15.02\|2.11\|15.00\|15.05\|14.63\|171870;2026-03-25\|15.07\|0.33\|15.03\|15.22\|15.02\|157242;2026-03-26\|14.88\|-1.26\|15.12\|15.27\|14.81\|132926;2026-03-27\|14.98\|0.67\|14.66\|15.05\|14.60\|111431;2026-03-30\|14.79\|-1.27\|14.75\|14.86\|14.52\|135203;2026-03-31\|14.71\|-0.54\|14.79\|14.99\|14.68\|121979;2026-04-01\|14.95\|1.63\|14.96\|15.04\|14.80\|141770;2026-04-02\|14.58\|-2.47\|14.92\|14.92\|14.48\|135659;2026-04-03\|14.20\|-2.61\|14.61\|14.66\|14.18\|131732;2026-04-07\|14.23\|0.21\|14.20\|14.35\|14.13\|93473;2026-04-08\|15.06\|5.83\|14.55\|15.07\|14.55\|265149;2026-04-09\|14.66\|-2.66\|14.99\|14.99\|14.63\|161120;2026-04-10\|14.92\|1.77\|14.81\|15.16\|14.81\|189175;2026-04-13\|14.90\|-0.13\|14.91\|15.04\|14.83\|122859;2026-04-14\|15.02\|0.81\|15.04\|15.08\|14.86\|143857;2026-04-15\|14.85\|-1.13\|15.10\|15.19\|14.80\|147137;2026-04-16\|15.01\|1.08\|14.90\|15.05\|14.88\|154323;2026-04-17\|15.03\|0.13\|14.99\|15.14\|14.85\|183722;2026-04-20\|15.16\|0.86\|15.07\|15.26\|15.05\|192903;2026-04-21\|14.97\|-1.25\|15.15\|15.15\|14.87\|159669;2026-04-22\|14.97\|0.00\|14.90\|15.00\|14.83\|151108;2026-04-23\|14.78\|-1.27\|14.96\|15.10\|14.75\|216976;2026-04-24\|14.36\|-2.84\|14.52\|14.66\|14.14\|284384;2026-04-27\|14.80\|3.06\|14.30\|14.93\|14.25\|254983;2026-04-28\|14.36\|-2.97\|14.72\|14.79\|14.27\|203339;2026-04-29\|14.65\|2.02\|14.23\|14.72\|14.23\|186934;2026-04-30\|14.98\|2.25\|14.62\|15.03\|14.60\|251933;2026-05-06\|15.19\|1.40\|15.10\|15.37\|15.10\|278712;2026-05-07\|15.42\|1.51\|15.19\|15.53\|15.15\|279535;2026-05-08\|15.75\|2.14\|15.30\|16.05\|15.24\|498421;2026-05-11\|15.55\|-1.27\|15.75\|15.80\|15.48\|342143;2026-05-12\|15.35\|-1.29\|15.52\|15.63\|15.28\|262569;2026-05-13\|15.40\|0.33\|15.28\|15.44\|15.15\|255352;2026-05-14\|14.94\|-2.99\|15.45\|15.48\|14.93\|288783;2026-05-15\|16.09\|7.70\|14.92\|16.64\|14.91\|1133654;2026-05-18\|16.19\|0.62\|16.00\|16.38\|15.75\|691160;2026-05-19\|16.68\|3.03\|16.10\|16.86\|16.02\|756275;2026-05-20\|16.02\|-3.96\|16.46\|16.46\|15.91\|531352;2026-05-21\|16.40\|2.37\|16.02\|16.76\|16.00\|838578;2026-05-22\|16.27\|-0.79\|16.24\|16.54\|15.92\|515377;2026-05-25\|16.89\|3.81\|16.09\|17.06\|16.07\|782912;2026-05-26\|17.04\|0.89\|16.73\|17.50\|16.42\|962095;2026-05-27\|16.47\|-3.35\|16.60\|16.85\|16.29\|615833;2026-05-28\|15.88\|-3.58\|16.30\|16.30\|15.50\|542896;2026-05-29\|14.79\|-6.86\|15.71\|15.97\|14.78\|548964;2026-06-01\|14.92\|0.88\|14.65\|15.08\|14.60\|302643;2026-06-02\|15.20\|1.88\|14.93\|15.38\|14.93\|356953;2026-06-03\|14.81\|-2.57\|15.05\|15.28\|14.71\|378339;2026-06-04\|15.06\|1.69\|14.65\|15.25\|14.60\|344748;2026-06-05\|15.57\|3.39\|14.91\|16.15\|14.24\|730532;2026-06-08\|15.90\|2.12\|15.12\|16.10\|15.03\|742021;2026-06-09\|15.90\|0.00\|15.85\|16.10\|15.61\|486973;2026-06-10\|16.14\|1.51\|15.77\|16.68\|15.03\|744098;2026-06-11\|14.95\|-7.37\|15.60\|15.69\|14.92\|575369;2026-06-12\|15.00\|0.33\|15.15\|15.40\|14.83\|400296;2026-06-15\|16.96\|13.07\|15.00\|17.00\|14.81\|1191502;2026-06-16\|17.96\|5.90\|17.00\|18.20\|16.67\|1879683;2026-06-17\|17.17\|-4.40\|17.50\|17.55\|17.00\|932766;2026-06-18\|17.85\|3.96\|17.60\|18.11\|17.36\|1140033;2026-06-22\|17.17\|-3.81\|17.99\|17.99\|16.84\|837693;2026-06-23\|16.79\|-2.21\|16.97\|17.41\|16.58\|610900;2026-06-24\|16.23\|-3.34\|16.66\|16.87\|16.02\|591710;2026-06-25\|15.86\|-2.28\|16.14\|16.49\|15.56\|602425;2026-06-26\|15.22\|-4.04\|15.73\|16.50\|15.20\|759383;2026-06-29\|18.10\|18.92\|15.34\|18.26\|15.29\|1579405;2026-06-30\|19.33\|6.80\|18.52\|19.75\|18.52\|2096612;2026-07-01\|18.70\|-3.26\|18.80\|19.69\|18.60\|1281525;2026-07-02\|17.79\|-4.87\|18.41\|18.90\|17.72\|976844;2026-07-03\|18.31\|2.92\|17.96\|19.19\|17.60\|1616102;2026-07-06\|17.03\|-6.99\|18.33\|18.35\|16.95\|1098451;2026-07-07\|16.56\|-2.76\|17.02\|17.86\|16.44\|847020;2026-07-08\|15.92\|-3.86\|16.83\|16.85\|15.77\|668113;2026-07-09\|16.66\|4.65\|15.82\|16.70\|15.80\|833638;2026-07-10\|16.33\|-1.98\|16.68\|17.10\|16.33\|884370
117501	苹果寻求获准从长鑫存储购买内存芯片	半导体靶材+股东户数下降+一季报扭亏行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月11日互动易，公司产品可应用于共封装光学、光通讯领域及玻璃基板。 2、据2026年6月11日互动易，公司截止2026年5月29日股东户数为28384户，较上期减少9298户，环比下降24.67%。 3、据2025年年度报告，公司多款金属及合金靶材已导入国内外头部晶圆制造及存储芯片客户并获得正式订单，产品覆盖逻辑芯片、存储芯片等四大关键领域。 4、据2026年4月28日公告，公司2026年一季度实现归母净利润1752.77万元，同比扭亏为盈。	公司掌握PVD镀膜材料关键技术，产品覆盖溅射靶材、蒸镀材料，可广泛用于半导体、光伏、光学光通信等领域，钙钛矿光伏电池空穴传输层用氧化镍靶材开发处于小批量测试阶段	2026-03-03\|41.75\|-5.14\|44.02\|46.20\|41.21\|145459;2026-03-04\|40.93\|-1.96\|40.84\|42.22\|40.50\|97183;2026-03-05\|40.31\|-1.51\|41.90\|42.22\|39.68\|123318;2026-03-06\|39.30\|-2.51\|40.00\|40.50\|39.18\|89104;2026-03-09\|38.34\|-2.44\|38.00\|38.48\|36.52\|91560;2026-03-10\|39.22\|2.30\|39.51\|39.51\|38.71\|75617;2026-03-11\|38.31\|-2.32\|38.98\|40.18\|38.20\|80029;2026-03-12\|37.73\|-1.51\|38.10\|38.78\|37.00\|70771;2026-03-13\|37.13\|-1.59\|37.21\|38.48\|37.00\|61700;2026-03-16\|37.64\|1.37\|37.00\|37.65\|36.52\|60878;2026-03-17\|35.56\|-5.53\|37.80\|37.98\|35.55\|71938;2026-03-18\|36.33\|2.17\|35.86\|36.43\|35.40\|46152;2026-03-19\|34.85\|-4.07\|35.60\|35.93\|34.66\|55231;2026-03-20\|33.57\|-3.67\|35.16\|35.37\|33.55\|53294;2026-03-23\|31.36\|-6.58\|32.56\|33.30\|31.03\|64116;2026-03-24\|32.29\|2.97\|32.00\|32.39\|30.99\|51613;2026-03-25\|32.77\|1.49\|32.43\|33.49\|32.40\|69319;2026-03-26\|31.36\|-4.30\|32.42\|32.57\|31.12\|57967;2026-03-27\|32.67\|4.18\|30.78\|33.08\|30.55\|72207;2026-03-30\|32.42\|-0.77\|32.01\|32.47\|31.73\|39556;2026-03-31\|31.38\|-3.21\|32.42\|32.46\|31.32\|39959;2026-04-01\|32.40\|3.25\|32.25\|32.54\|31.83\|45793;2026-04-02\|31.87\|-1.64\|32.29\|33.81\|31.53\|66439;2026-04-03\|33.62\|5.49\|32.51\|34.96\|31.68\|159604;2026-04-07\|33.35\|-0.80\|33.62\|34.11\|33.00\|96354;2026-04-08\|35.54\|6.57\|33.85\|35.68\|33.75\|139859;2026-04-09\|37.18\|4.61\|34.55\|38.45\|34.50\|192648;2026-04-10\|37.84\|1.78\|37.35\|40.00\|37.35\|209176;2026-04-13\|37.16\|-1.80\|37.66\|38.74\|37.11\|129591;2026-04-14\|37.78\|1.67\|37.40\|38.17\|37.16\|91729;2026-04-15\|36.52\|-3.34\|37.79\|37.86\|36.40\|84481;2026-04-16\|36.60\|0.22\|36.52\|37.05\|36.37\|53883;2026-04-17\|37.71\|3.03\|36.50\|39.15\|36.21\|125315;2026-04-20\|37.90\|0.50\|37.15\|38.58\|37.11\|94226;2026-04-21\|39.78\|4.96\|37.57\|40.95\|37.15\|167995;2026-04-22\|39.86\|0.20\|39.55\|40.56\|38.90\|137804;2026-04-23\|38.33\|-3.84\|39.64\|39.96\|37.88\|110869;2026-04-24\|38.15\|-0.47\|37.90\|39.50\|37.84\|72392;2026-04-27\|40.39\|5.87\|39.50\|40.99\|39.32\|200839;2026-04-28\|41.62\|3.05\|40.38\|42.02\|39.95\|240366;2026-04-29\|40.90\|-1.73\|39.90\|41.25\|39.80\|144178;2026-04-30\|42.50\|3.91\|40.71\|43.00\|40.16\|194258;2026-05-06\|46.30\|8.94\|43.43\|48.88\|42.60\|296853;2026-05-07\|50.06\|8.12\|46.31\|51.31\|45.67\|299131;2026-05-08\|48.53\|-3.06\|48.95\|51.40\|48.09\|245802;2026-05-11\|48.91\|0.78\|48.05\|50.66\|47.15\|226949;2026-05-12\|48.01\|-1.84\|48.43\|48.89\|47.08\|164949;2026-05-13\|50.76\|5.73\|46.50\|51.30\|46.01\|195565;2026-05-14\|50.20\|-1.10\|50.50\|52.66\|49.57\|191501;2026-05-15\|50.62\|0.84\|50.01\|52.33\|49.70\|181288;2026-05-18\|50.05\|-1.13\|49.40\|51.38\|48.61\|131210;2026-05-19\|53.02\|5.93\|49.82\|53.90\|49.53\|204475;2026-05-20\|54.03\|1.90\|52.07\|55.34\|51.60\|225414;2026-05-21\|49.98\|-7.50\|53.38\|55.99\|49.83\|247116;2026-05-22\|51.21\|2.46\|50.32\|51.78\|50.00\|165846;2026-05-25\|50.48\|-1.43\|50.78\|51.90\|49.35\|148223;2026-05-26\|49.29\|-2.36\|50.00\|51.30\|48.01\|120446;2026-05-27\|47.87\|-2.88\|49.31\|50.74\|47.50\|105130;2026-05-28\|54.01\|12.83\|47.49\|55.00\|47.36\|214631;2026-05-29\|48.90\|-9.46\|54.09\|54.72\|48.00\|177706;2026-06-01\|48.18\|-1.47\|48.99\|51.45\|48.01\|120849;2026-06-02\|51.31\|6.50\|47.33\|52.91\|47.20\|159725;2026-06-03\|51.13\|-0.35\|51.27\|53.16\|50.05\|156964;2026-06-04\|52.74\|3.15\|50.31\|53.15\|49.60\|160319;2026-06-05\|51.52\|-2.31\|51.85\|53.65\|50.11\|159542;2026-06-08\|48.81\|-5.26\|47.00\|51.37\|46.50\|127932;2026-06-09\|53.00\|8.58\|49.32\|53.00\|48.98\|160842;2026-06-10\|56.57\|6.74\|53.26\|58.00\|52.68\|290459;2026-06-11\|67.88\|19.99\|55.60\|67.88\|55.60\|352571;2026-06-12\|71.85\|5.85\|72.42\|78.50\|68.99\|441865;2026-06-15\|76.10\|5.92\|72.39\|79.00\|67.01\|416492;2026-06-16\|80.70\|6.04\|72.00\|84.13\|70.50\|390117;2026-06-17\|76.87\|-4.75\|75.75\|80.50\|75.01\|296788;2026-06-18\|75.01\|-2.42\|74.00\|78.96\|72.12\|260447;2026-06-22\|75.91\|1.20\|76.57\|78.76\|72.11\|289624;2026-06-23\|71.49\|-5.82\|73.00\|75.53\|70.19\|200300;2026-06-24\|72.74\|1.75\|70.00\|73.64\|67.31\|238123;2026-06-25\|78.10\|7.37\|72.98\|78.47\|69.58\|316177;2026-06-26\|77.17\|-1.19\|75.33\|83.66\|74.61\|305033;2026-06-29\|91.88\|19.06\|76.80\|91.91\|74.95\|342194;2026-06-30\|86.35\|-6.02\|85.38\|91.07\|79.06\|309727;2026-07-01\|88.46\|2.44\|86.20\|93.90\|84.00\|282706;2026-07-02\|77.13\|-12.81\|80.00\|82.98\|72.72\|218798;2026-07-03\|72.37\|-6.17\|77.55\|78.20\|71.21\|199921;2026-07-06\|69.43\|-4.06\|73.52\|74.10\|66.40\|190638;2026-07-07\|69.03\|-0.58\|68.01\|71.24\|67.20\|145822;2026-07-08\|68.10\|-1.35\|69.00\|70.47\|63.00\|172773;2026-07-09\|73.15\|7.42\|69.51\|73.88\|66.80\|216683;2026-07-10\|65.08\|-11.03\|73.98\|75.66\|65.00\|227624
117500	苹果寻求获准从长鑫存储购买内存芯片	硅零部件+存储芯片+定增扩产行业原因：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5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-03-03\|79.50\|-9.35\|87.47\|89.77\|78.85\|82499;2026-03-04\|81.87\|2.98\|79.53\|83.96\|79.50\|54442;2026-03-05\|81.73\|-0.17\|84.70\|85.21\|80.76\|50178;2026-03-06\|82.50\|0.94\|80.51\|83.48\|80.51\|33505;2026-03-09\|79.40\|-3.76\|77.00\|80.00\|75.36\|55414;2026-03-10\|82.65\|4.09\|81.50\|83.00\|80.10\|42332;2026-03-11\|79.00\|-4.42\|83.00\|83.15\|78.90\|57716;2026-03-12\|78.00\|-1.27\|78.45\|79.98\|76.69\|39558;2026-03-13\|76.17\|-2.35\|77.00\|78.98\|76.08\|39940;2026-03-16\|79.20\|3.98\|76.87\|80.45\|75.36\|52477;2026-03-17\|75.72\|-4.39\|80.30\|80.30\|75.70\|33646;2026-03-18\|79.42\|4.89\|76.50\|79.90\|76.50\|48103;2026-03-19\|75.60\|-4.81\|77.03\|78.30\|75.15\|48586;2026-03-20\|74.89\|-0.94\|75.00\|78.80\|74.89\|47725;2026-03-23\|70.20\|-6.26\|72.90\|74.37\|69.62\|46948;2026-03-24\|71.60\|1.99\|71.53\|71.88\|68.01\|57633;2026-03-25\|72.27\|0.94\|72.03\|74.30\|70.70\|52385;2026-03-26\|70.50\|-2.45\|71.50\|72.10\|70.15\|34527;2026-03-27\|70.85\|0.50\|70.65\|71.38\|68.33\|46582;2026-03-30\|69.86\|-1.40\|68.95\|70.66\|68.52\|37462;2026-03-31\|67.35\|-3.59\|69.28\|69.97\|67.30\|37566;2026-04-01\|70.43\|4.57\|69.64\|70.72\|68.58\|48378;2026-04-02\|67.00\|-4.87\|70.01\|70.93\|66.80\|52600;2026-04-03\|67.68\|1.01\|68.30\|68.50\|66.70\|37230;2026-04-07\|69.41\|2.56\|67.90\|71.38\|67.90\|41327;2026-04-08\|75.16\|8.28\|73.00\|75.24\|72.01\|66032;2026-04-09\|74.38\|-1.04\|73.75\|75.50\|73.01\|46137;2026-04-10\|74.05\|-0.44\|75.49\|76.49\|73.91\|50791;2026-04-13\|72.69\|-1.84\|73.07\|75.49\|72.50\|53398;2026-04-14\|75.32\|3.62\|74.00\|76.00\|73.88\|63563;2026-04-15\|72.87\|-3.25\|76.00\|77.15\|72.38\|56807;2026-04-16\|74.37\|2.06\|72.80\|75.10\|71.88\|50497;2026-04-17\|75.48\|1.49\|74.37\|76.10\|73.50\|47047;2026-04-20\|76.50\|1.35\|76.49\|77.43\|74.71\|59961;2026-04-21\|79.33\|3.70\|77.30\|79.80\|74.82\|83291;2026-04-22\|83.72\|5.53\|78.97\|84.29\|77.00\|92204;2026-04-23\|81.97\|-2.09\|83.80\|85.08\|81.30\|78552;2026-04-24\|82.71\|0.90\|80.65\|83.27\|78.89\|63305;2026-04-27\|70.39\|-14.90\|78.93\|78.93\|70.38\|167763;2026-04-28\|68.53\|-2.64\|70.90\|71.97\|67.90\|96236;2026-04-29\|70.01\|2.16\|68.16\|70.99\|66.71\|80508;2026-04-30\|71.28\|1.81\|70.50\|71.82\|69.28\|65502;2026-05-06\|81.41\|14.21\|73.88\|83.88\|73.88\|159152;2026-05-07\|83.69\|2.80\|81.20\|85.49\|79.88\|106484;2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|16482847
117499	苹果寻求获准从长鑫存储购买内存芯片	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-03-03\|180.99\|-5.73\|192.96\|194.90\|180.20\|50593;2026-03-04\|178.41\|-1.43\|179.60\|183.08\|177.37\|35384;2026-03-05\|177.73\|-0.38\|182.35\|185.94\|175.43\|46889;2026-03-06\|178.42\|0.39\|177.13\|188.36\|177.00\|44710;2026-03-09\|173.01\|-3.03\|170.00\|176.82\|168.08\|67449;2026-03-10\|177.02\|2.32\|176.01\|179.75\|176.00\|43986;2026-03-11\|175.37\|-0.93\|176.46\|177.47\|173.00\|36409;2026-03-12\|172.66\|-1.55\|175.95\|178.69\|170.20\|35120;2026-03-13\|171.53\|-0.65\|169.27\|175.10\|169.27\|40984;2026-03-16\|173.10\|0.92\|171.74\|174.50\|166.60\|46434;2026-03-17\|171.19\|-1.10\|174.55\|179.80\|170.80\|51773;2026-03-18\|175.12\|2.30\|172.00\|176.57\|170.17\|36481;2026-03-19\|169.51\|-3.20\|173.05\|173.99\|169.43\|36114;2026-03-20\|170.30\|0.47\|170.50\|175.10\|169.69\|38666;2026-03-23\|162.38\|-4.65\|168.23\|168.23\|160.62\|68694;2026-03-24\|164.84\|1.51\|165.00\|166.57\|159.69\|44625;2026-03-25\|166.80\|1.19\|166.88\|172.88\|163.88\|43540;2026-03-26\|164.18\|-1.57\|166.05\|167.80\|163.64\|29803;2026-03-27\|170.88\|4.08\|163.35\|172.50\|161.88\|40548;2026-03-30\|181.90\|6.45\|169.00\|185.33\|168.02\|67814;2026-03-31\|174.00\|-4.34\|180.51\|181.91\|174.00\|46755;2026-04-01\|175.14\|0.66\|179.00\|179.99\|174.33\|37919;2026-04-02\|171.90\|-1.85\|175.00\|175.89\|170.60\|28457;2026-04-03\|170.47\|-0.83\|172.91\|175.32\|169.00\|25065;2026-04-07\|167.92\|-1.50\|171.00\|173.05\|167.18\|32077;2026-04-08\|178.56\|6.34\|174.00\|178.74\|172.32\|42199;2026-04-09\|182.14\|2.00\|176.66\|186.68\|175.66\|46972;2026-04-10\|183.50\|0.75\|185.00\|189.50\|183.30\|40422;2026-04-13\|179.09\|-2.40\|181.67\|183.77\|178.47\|41123;2026-04-14\|183.85\|2.66\|181.28\|186.77\|181.02\|45429;2026-04-15\|183.49\|-0.20\|186.00\|189.30\|182.08\|61181;2026-04-16\|189.50\|3.28\|185.40\|191.38\|182.50\|57194;2026-04-17\|189.12\|-0.20\|189.00\|190.12\|183.00\|41794;2026-04-20\|189.09\|-0.02\|187.70\|191.00\|183.03\|44040;2026-04-21\|190.19\|0.58\|187.06\|192.55\|186.00\|41809;2026-04-22\|191.68\|0.78\|190.50\|192.66\|186.80\|44427;2026-04-23\|184.38\|-3.81\|186.50\|189.30\|182.65\|57370;2026-04-24\|183.43\|-0.52\|183.98\|188.37\|180.00\|61484;2026-04-27\|194.00\|5.76\|187.09\|197.25\|183.37\|88193;2026-04-28\|194.44\|0.23\|193.66\|202.99\|189.20\|70313;2026-04-29\|193.20\|-0.64\|194.32\|197.89\|187.00\|67383;2026-04-30\|197.43\|2.19\|192.14\|199.60\|192.14\|81536;2026-05-06\|193.32\|-2.08\|205.87\|207.99\|193.00\|108896;2026-05-07\|200.63\|3.78\|194.94\|202.23\|194.21\|72392;2026-05-08\|195.94\|-2.34\|198.00\|199.19\|191.98\|59384;2026-05-11\|206.89\|5.59\|199.03\|211.00\|197.97\|81598;2026-05-12\|235.14\|13.65\|206.30\|238.00\|203.13\|153924;2026-05-13\|250.71\|6.62\|225.00\|256.60\|223.89\|156971;2026-05-14\|250.50\|-0.08\|250.92\|257.38\|240.17\|97689;2026-05-15\|267.51\|6.79\|253.00\|288.68\|248.69\|158981;2026-05-18\|273.00\|2.05\|272.85\|286.68\|267.00\|154097;2026-05-19\|277.60\|1.69\|272.15\|282.10\|263.00\|117517;2026-05-20\|298.00\|7.35\|281.00\|301.69\|281.00\|125127;2026-05-21\|280.00\|-6.04\|302.20\|312.99\|280.00\|160189;2026-05-22\|276.28\|-1.33\|283.89\|289.96\|268.00\|131273;2026-05-25\|295.00\|6.78\|274.92\|304.68\|265.00\|140741;2026-05-26\|294.82\|-0.06\|293.48\|301.44\|283.33\|135112;2026-05-27\|281.98\|-4.36\|291.20\|302.91\|281.08\|115311;2026-05-28\|274.50\|-2.65\|280.66\|282.86\|270.07\|129421;2026-05-29\|261.29\|-4.81\|275.00\|279.50\|256.88\|130101;2026-06-01\|244.70\|-6.35\|261.00\|261.00\|242.80\|115375;2026-06-02\|244.76\|0.02\|245.00\|249.98\|238.18\|84140;2026-06-03\|247.86\|1.27\|245.50\|256.56\|241.66\|100927;2026-06-04\|255.08\|2.91\|243.65\|258.52\|243.00\|85163;2026-06-05\|248.00\|-2.78\|251.00\|257.96\|245.00\|81615;2026-06-08\|240.31\|-3.10\|235.01\|248.88\|233.56\|76068;2026-06-09\|255.20\|6.20\|246.00\|255.90\|243.19\|83786;2026-06-10\|182.22\|0.04\|180.00\|189.48\|178.56\|142860;2026-06-11\|186.74\|2.48\|180.31\|192.80\|180.00\|142716;2026-06-12\|184.00\|-1.47\|193.68\|198.89\|183.20\|192783;2026-06-15\|199.33\|8.33\|186.00\|200.68\|183.00\|174678;2026-06-16\|201.18\|0.93\|200.00\|205.50\|193.88\|149657;2026-06-17\|222.31\|10.50\|196.00\|222.88\|196.00\|198987;2026-06-18\|226.86\|2.05\|225.06\|232.33\|220.45\|160506;2026-06-22\|235.10\|3.63\|230.50\|237.50\|223.35\|166799;2026-06-23\|231.01\|-1.74\|231.82\|240.79\|225.01\|126279;2026-06-24\|242.49\|4.97\|230.52\|246.00\|228.00\|133069;2026-06-25\|252.50\|4.13\|248.00\|257.96\|244.26\|133027;2026-06-26\|263.60\|4.40\|250.00\|265.99\|246.20\|136011;2026-06-29\|316.32\|20.00\|264.93\|316.32\|264.20\|183249;2026-06-30\|322.18\|1.85\|330.00\|332.55\|303.01\|207387;2026-07-01\|330.00\|2.43\|322.19\|356.64\|320.00\|190061;2026-07-02\|281.00\|-14.85\|307.86\|312.93\|275.98\|244152;2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|22505671
117498	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+液冷散热+铝合金压铸 1、据2026年4月24日年报，公司是行业内极少数实现可钎焊压铸技术从散热模拟仿真到高散热液冷产品规模化量产全流程覆盖的领军企业，2025年已向客户在5G-A基站上批量提供高散热效能的液冷通信结构件产品；据2025年11月26日投资者关系活动记录表，公司与钜量公司签订合作协议，拟共同开拓服务器液冷关键零部件市场。 2、据2026年4月24日年报，公司2025年5月设立全资子公司重庆渝莱昇精密科技有限公司，为客户提供包括真空腔体、机械臂等半导体设备精密零部件，是国内半导体领域头部客户的供应商；据2025年12月5日公告，公司已通过国内多家头部半导体设备厂商的合格供应商认证，将半导体业务作为第二增长曲线重点培育。 3、据2026年4月24日年报，公司是通信基站和储能壳体铝合金精密压铸件领域极具竞争力的企业之一，在5G基站大型结构件领域拥有先发优势。	1、公司拟将部分募集资金投向“半导体装备精密结构件建设项目”，已掌握关键零部件制造技术并实现批量供货，锁定第二增长曲线； 2、公司具有为固态电池提供箱体类铝合金精密压铸件产品的能力和技术储备	2026-03-03\|33.37\|-4.79\|35.42\|35.58\|33.31\|53970;2026-03-04\|33.21\|-0.48\|33.37\|33.94\|32.54\|48439;2026-03-05\|37.54\|13.04\|35.00\|37.92\|33.99\|166467;2026-03-06\|38.32\|2.08\|37.14\|40.21\|37.14\|158626;2026-03-09\|39.80\|3.86\|38.23\|40.48\|38.23\|130113;2026-03-10\|39.93\|0.33\|39.81\|40.56\|39.10\|93533;2026-03-11\|40.29\|0.90\|40.28\|42.17\|40.00\|127297;2026-03-12\|39.01\|-3.18\|40.01\|40.46\|38.92\|78638;2026-03-13\|41.66\|6.79\|39.08\|42.38\|38.74\|129774;2026-03-16\|42.39\|1.75\|41.62\|42.42\|39.88\|102123;2026-03-17\|40.52\|-4.41\|42.20\|42.59\|40.26\|66032;2026-03-18\|43.12\|6.42\|40.87\|43.92\|40.87\|136666;2026-03-19\|41.23\|-4.38\|42.50\|42.78\|41.00\|95057;2026-03-20\|38.96\|-5.51\|42.01\|43.70\|38.63\|141664;2026-03-23\|37.32\|-4.21\|37.40\|38.78\|35.99\|122211;2026-03-24\|38.20\|2.36\|37.80\|38.66\|36.22\|69047;2026-03-25\|41.60\|8.90\|38.26\|41.99\|38.10\|153580;2026-03-26\|39.65\|-4.69\|40.76\|41.16\|39.07\|94312;2026-03-27\|39.16\|-1.24\|39.34\|41.33\|38.10\|78150;2026-03-30\|39.73\|1.46\|38.60\|40.55\|37.50\|99076;2026-03-31\|38.54\|-3.00\|39.56\|40.88\|38.52\|63525;2026-04-01\|39.01\|1.22\|39.38\|39.89\|38.56\|57740;2026-04-02\|37.37\|-4.20\|38.78\|39.01\|36.96\|53165;2026-04-03\|38.24\|2.33\|37.37\|39.39\|36.88\|65582;2026-04-07\|39.70\|3.82\|38.72\|39.88\|38.27\|72230;2026-04-08\|40.60\|2.27\|40.67\|41.97\|40.05\|109646;2026-04-09\|42.53\|4.75\|39.76\|43.55\|39.76\|142350;2026-04-10\|40.31\|-5.22\|42.23\|42.33\|39.78\|156595;2026-04-13\|40.27\|-0.10\|39.90\|41.05\|39.61\|70002;2026-04-14\|41.22\|2.36\|40.33\|41.80\|39.90\|98087;2026-04-15\|41.53\|0.75\|41.31\|43.43\|41.08\|104690;2026-04-16\|42.00\|1.13\|42.51\|43.32\|41.30\|72808;2026-04-17\|45.40\|8.10\|41.55\|45.87\|41.31\|177120;2026-04-20\|44.04\|-3.00\|45.39\|45.71\|43.82\|110701;2026-04-21\|43.37\|-1.52\|44.20\|44.60\|43.01\|60551;2026-04-22\|42.94\|-0.99\|43.18\|43.55\|42.25\|74793;2026-04-23\|41.77\|-2.72\|43.05\|43.15\|41.20\|72931;2026-04-24\|46.33\|10.92\|42.21\|47.09\|41.92\|215948;2026-04-27\|46.61\|0.60\|47.02\|47.67\|45.46\|142627;2026-04-28\|46.33\|-0.60\|46.32\|47.50\|44.90\|107142;2026-04-29\|46.91\|1.25\|45.80\|47.97\|45.40\|112201;2026-04-30\|46.95\|0.09\|47.32\|47.90\|45.78\|90748;2026-05-06\|49.25\|4.90\|47.20\|50.49\|46.95\|166898;2026-05-07\|54.01\|9.66\|49.01\|54.45\|48.81\|148347;2026-05-08\|52.28\|-3.20\|53.61\|53.87\|52.16\|102617;2026-05-11\|57.18\|9.37\|54.45\|57.57\|53.06\|141435;2026-05-12\|58.00\|1.43\|56.50\|58.65\|55.01\|111492;2026-05-13\|57.64\|-0.62\|56.90\|60.60\|55.90\|138693;2026-05-14\|59.60\|3.40\|58.47\|61.03\|58.02\|126385;2026-05-15\|58.99\|-1.02\|59.01\|61.99\|56.50\|123635;2026-05-18\|57.77\|-2.07\|58.12\|60.00\|56.83\|74818;2026-05-19\|60.73\|5.12\|59.67\|62.80\|58.40\|108437;2026-05-20\|65.32\|7.56\|60.48\|65.80\|59.40\|107799;2026-05-21\|61.00\|-6.61\|67.68\|70.44\|60.62\|183650;2026-05-22\|59.93\|-1.75\|61.01\|62.70\|58.90\|143380;2026-05-25\|64.22\|7.16\|60.01\|66.66\|58.34\|148441;2026-05-26\|57.89\|-9.86\|68.00\|68.26\|56.45\|182375;2026-05-27\|55.58\|-3.99\|58.68\|61.00\|54.49\|140340;2026-05-28\|60.33\|8.55\|55.37\|61.50\|54.82\|145522;2026-05-29\|58.28\|-3.40\|60.33\|62.10\|57.59\|98646;2026-06-01\|58.28\|0.00\|58.02\|61.00\|57.44\|72333;2026-06-02\|58.24\|-0.07\|58.50\|60.59\|57.60\|82424;2026-06-03\|56.40\|-3.16\|58.25\|59.20\|55.78\|83941;2026-06-04\|60.02\|6.42\|56.00\|62.38\|55.07\|102001;2026-06-05\|59.53\|-0.82\|59.01\|62.33\|58.15\|72550;2026-06-08\|58.03\|-2.52\|56.67\|60.21\|55.10\|66543;2026-06-09\|61.34\|5.70\|58.57\|61.45\|57.40\|99402;2026-06-10\|60.77\|-0.93\|60.85\|61.50\|58.10\|74769;2026-06-11\|60.23\|-0.89\|60.39\|62.66\|59.13\|79255;2026-06-12\|58.71\|-2.52\|61.00\|62.56\|57.52\|78981;2026-06-15\|63.13\|7.53\|59.09\|64.31\|58.73\|103840;2026-06-16\|65.75\|4.15\|63.10\|67.66\|62.23\|80374;2026-06-17\|68.85\|4.71\|64.01\|69.02\|63.50\|95755;2026-06-18\|65.88\|-4.31\|68.00\|68.49\|63.11\|114171;2026-06-22\|59.90\|-9.08\|66.00\|66.52\|57.40\|163661;2026-06-23\|58.17\|-2.89\|58.70\|60.33\|57.30\|75703;2026-06-24\|59.40\|2.11\|58.20\|60.18\|55.83\|66661;2026-06-25\|58.07\|-2.24\|59.41\|59.93\|56.50\|83159;2026-06-26\|57.90\|-0.29\|57.22\|59.09\|54.52\|87442;2026-06-29\|69.48\|20.00\|59.02\|69.48\|59.02\|210968;2026-06-30\|75.29\|8.36\|74.00\|79.18\|72.38\|223330;2026-07-01\|76.95\|2.20\|77.00\|78.00\|72.70\|136532;2026-07-02\|79.28\|3.03\|77.97\|85.39\|74.40\|184625;2026-07-03\|81.19\|2.41\|79.28\|87.00\|78.50\|161926;2026-07-06\|86.66\|6.74\|83.44\|89.66\|82.66\|142524;2026-07-07\|89.17\|2.90\|87.08\|92.68\|84.00\|159082;2026-07-08\|82.01\|-8.03\|89.00\|89.18\|80.75\|162418;2026-07-09\|92.84\|13.21\|89.88\|98.00\|87.66\|278617;2026-07-10\|94.04\|1.29\|88.66\|101.50\|88.66\|220121
117497	苹果寻求获准从长鑫存储购买内存芯片	HBM检测+半导体设备+一季报增长行业原因：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28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-03-03\|45.73\|-7.15\|49.31\|49.57\|45.56\|200012;2026-03-04\|44.93\|-1.75\|44.51\|46.57\|44.51\|96133;2026-03-05\|45.58\|1.45\|46.14\|46.93\|45.25\|100696;2026-03-06\|46.50\|2.02\|45.18\|47.75\|45.18\|106676;2026-03-09\|44.53\|-4.24\|45.00\|45.14\|42.90\|137645;2026-03-10\|46.71\|4.90\|45.99\|47.29\|45.99\|126206;2026-03-11\|46.89\|0.39\|46.48\|48.43\|46.48\|114243;2026-03-12\|45.81\|-2.30\|46.70\|47.10\|45.30\|83737;2026-03-13\|45.18\|-1.38\|45.24\|46.43\|44.92\|69990;2026-03-16\|47.84\|5.89\|45.00\|49.08\|44.02\|179582;2026-03-17\|46.16\|-3.51\|48.10\|48.18\|46.00\|98427;2026-03-18\|47.64\|3.21\|46.99\|47.75\|46.25\|133028;2026-03-19\|45.58\|-4.32\|46.25\|46.90\|45.04\|135243;2026-03-20\|43.38\|-4.83\|45.90\|46.10\|43.38\|120783;2026-03-23\|40.93\|-5.65\|42.00\|42.86\|40.85\|123439;2026-03-24\|43.50\|6.28\|41.70\|43.98\|40.56\|156769;2026-03-25\|43.67\|0.39\|43.89\|44.78\|43.27\|91514;2026-03-26\|42.49\|-2.70\|42.80\|43.26\|42.08\|68810;2026-03-27\|43.10\|1.44\|41.63\|43.34\|41.31\|65389;2026-03-30\|43.23\|0.30\|42.32\|43.66\|42.26\|50225;2026-03-31\|42.02\|-2.80\|42.85\|43.14\|41.65\|61283;2026-04-01\|42.83\|1.93\|43.01\|43.22\|42.60\|51079;2026-04-02\|41.79\|-2.43\|42.83\|42.83\|41.50\|53661;2026-04-03\|41.53\|-0.62\|42.07\|42.36\|41.51\|42211;2026-04-07\|42.40\|2.09\|42.30\|42.80\|41.94\|57774;2026-04-08\|44.59\|5.17\|43.48\|44.65\|43.26\|104770;2026-04-09\|46.36\|3.97\|44.16\|47.20\|44.06\|169255;2026-04-10\|45.91\|-0.97\|46.72\|47.35\|45.90\|130402;2026-04-13\|50.50\|10.00\|45.45\|50.50\|45.20\|218015;2026-04-14\|51.05\|1.09\|51.32\|51.98\|49.85\|268547;2026-04-15\|49.29\|-3.45\|51.05\|51.29\|48.98\|157042;2026-04-16\|49.29\|0.00\|49.36\|50.26\|49.01\|103599;2026-04-17\|50.67\|2.80\|49.00\|51.40\|48.55\|161124;2026-04-20\|50.82\|0.30\|50.77\|51.38\|50.05\|122426;2026-04-21\|50.50\|-0.63\|50.85\|51.18\|50.08\|84282;2026-04-22\|51.49\|1.96\|50.02\|51.60\|50.02\|133585;2026-04-23\|50.49\|-1.94\|51.71\|52.18\|49.89\|121323;2026-04-24\|49.68\|-1.60\|50.20\|50.77\|49.63\|81983;2026-04-27\|49.70\|0.04\|49.55\|50.50\|49.31\|87429;2026-04-28\|54.67\|10.00\|52.50\|54.67\|52.50\|161574;2026-04-29\|53.80\|-1.59\|53.18\|54.39\|52.68\|230254;2026-04-30\|53.83\|0.06\|53.98\|55.25\|53.41\|167286;2026-05-06\|54.85\|1.89\|56.48\|57.30\|54.76\|215889;2026-05-07\|55.95\|2.01\|55.49\|55.98\|54.70\|148343;2026-05-08\|54.70\|-2.23\|54.83\|55.77\|54.20\|127198;2026-05-11\|57.73\|5.54\|56.30\|58.62\|56.09\|204254;2026-05-12\|57.75\|0.03\|57.72\|58.78\|56.38\|149312;2026-05-13\|59.28\|2.65\|56.50\|59.95\|56.50\|168482;2026-05-14\|61.50\|3.74\|59.29\|63.86\|59.29\|243377;2026-05-15\|61.20\|-0.49\|61.05\|63.31\|59.29\|246375;2026-05-18\|64.03\|4.62\|62.33\|66.05\|61.09\|243073;2026-05-19\|69.76\|8.95\|64.00\|69.99\|62.43\|299176;2026-05-20\|71.00\|1.78\|68.50\|72.00\|68.16\|327288;2026-05-21\|67.00\|-5.63\|71.01\|72.72\|66.51\|306007;2026-05-22\|67.19\|0.28\|67.91\|68.40\|66.65\|214517;2026-05-25\|69.69\|3.72\|67.19\|70.65\|65.98\|237775;2026-05-26\|67.10\|-3.72\|69.00\|70.14\|65.56\|207945;2026-05-27\|66.01\|-1.62\|68.74\|70.05\|65.70\|184155;2026-05-28\|67.68\|2.53\|65.00\|68.88\|64.18\|175355;2026-05-29\|63.18\|-6.65\|68.35\|68.99\|62.28\|237036;2026-06-01\|48.20\|0.04\|47.95\|50.69\|47.17\|213776;2026-06-02\|48.21\|0.02\|49.00\|49.98\|47.80\|161048;2026-06-03\|48.87\|1.37\|48.88\|50.60\|48.08\|216863;2026-06-04\|49.30\|0.88\|48.00\|49.85\|47.61\|190268;2026-06-05\|49.05\|-0.51\|48.06\|49.99\|46.58\|216425;2026-06-08\|46.22\|-5.77\|46.56\|48.38\|45.48\|194113;2026-06-09\|47.67\|3.14\|47.21\|48.35\|45.98\|178552;2026-06-10\|49.56\|3.96\|46.70\|50.20\|46.35\|263804;2026-06-11\|50.93\|2.76\|48.88\|51.78\|48.88\|277009;2026-06-12\|50.90\|-0.06\|53.60\|56.02\|50.83\|480579;2026-06-15\|55.25\|8.55\|53.00\|55.40\|51.10\|420319;2026-06-16\|57.33\|3.76\|55.42\|58.20\|54.28\|342694;2026-06-17\|63.06\|9.99\|56.00\|63.06\|55.69\|330567;2026-06-18\|62.60\|-0.73\|65.06\|65.49\|61.31\|388036;2026-06-22\|65.00\|3.83\|63.89\|65.65\|62.28\|342942;2026-06-23\|65.29\|0.45\|64.35\|67.22\|62.40\|278672;2026-06-24\|69.86\|7.00\|64.00\|70.49\|63.74\|313493;2026-06-25\|72.09\|3.19\|71.64\|72.82\|69.10\|252150;2026-06-26\|71.58\|-0.71\|70.87\|77.14\|70.85\|313390;2026-06-29\|78.74\|10.00\|72.78\|78.74\|71.17\|357846;2026-06-30\|80.98\|2.84\|83.30\|84.38\|79.47\|420608;2026-07-01\|80.96\|-0.02\|86.00\|88.88\|79.56\|533677;2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231
117496	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：苹果拟采购长鑫内存带动国产芯片上游检测设备关注度提升；涨停缘由：公司靶材专用自动化检测系统面向半导体靶材母材金属质量检测，属半导体材料端关键检测环节，受益于国产靶材厂商扩产及验证提速；资金逻辑：6月29日随国产芯片板块集体走强，资金博弈中小市值设备标的，换手率显著放大，游资接力拉升；风险提示：主业非纯半导体设备，下游应用分散，业绩弹性弱于前道设备厂商，估值缺乏足够支撑	1、公司的靶材专用自动化检测系统主要面向半导体靶材母材金属的质量检测； 2、公司相控阵超声水浸自动检测系统可用于汽车零部件、航空航天零部件、精密部件等的水浸检测	2026-03-03\|63.23\|-7.41\|68.30\|68.99\|63.10\|13951;2026-03-04\|63.41\|0.28\|63.38\|64.92\|63.20\|7549;2026-03-05\|63.75\|0.54\|64.35\|65.58\|63.61\|5497;2026-03-06\|64.06\|0.49\|63.33\|64.72\|63.33\|4548;2026-03-09\|62.68\|-2.15\|63.60\|63.60\|60.86\|8193;2026-03-10\|65.11\|3.88\|63.34\|65.44\|62.89\|6967;2026-03-11\|64.44\|-1.03\|65.23\|66.03\|64.34\|5597;2026-03-12\|64.86\|0.65\|64.47\|66.32\|64.03\|7359;2026-03-13\|64.51\|-0.54\|64.85\|66.75\|63.50\|7326;2026-03-16\|64.19\|-0.50\|64.35\|65.68\|63.60\|3991;2026-03-17\|61.75\|-3.80\|64.30\|64.51\|61.67\|5010;2026-03-18\|62.20\|0.73\|62.43\|62.73\|61.37\|5710;2026-03-19\|60.50\|-2.73\|61.91\|61.97\|60.24\|5009;2026-03-20\|59.22\|-2.12\|60.63\|61.49\|59.11\|4768;2026-03-23\|55.10\|-6.96\|58.90\|58.90\|54.32\|13294;2026-03-24\|57.10\|3.63\|56.78\|57.25\|55.00\|5761;2026-03-25\|57.59\|0.86\|57.50\|58.23\|56.86\|4310;2026-03-26\|57.11\|-0.83\|57.59\|58.20\|56.19\|6253;2026-03-27\|59.35\|3.92\|56.50\|59.45\|56.24\|5919;2026-03-30\|61.03\|2.83\|58.59\|61.67\|58.49\|6964;2026-03-31\|61.99\|1.57\|61.15\|63.49\|61.02\|6977;2026-04-01\|61.69\|-0.48\|62.30\|62.80\|61.22\|3796;2026-04-02\|60.75\|-1.52\|61.88\|62.18\|60.11\|3296;2026-04-03\|59.98\|-1.27\|61.36\|61.36\|59.26\|3514;2026-04-07\|59.98\|0.00\|60.09\|61.28\|59.89\|3729;2026-04-08\|62.69\|4.52\|60.58\|62.79\|60.58\|4407;2026-04-09\|59.46\|-5.15\|62.33\|62.60\|59.33\|12042;2026-04-10\|60.56\|1.85\|59.82\|60.80\|59.77\|6351;2026-04-13\|61.62\|1.75\|60.99\|61.80\|60.48\|5465;2026-04-14\|63.98\|3.83\|61.26\|64.65\|61.26\|8668;2026-04-15\|65.90\|3.00\|64.23\|67.62\|63.42\|19772;2026-04-16\|68.98\|4.67\|65.92\|69.10\|65.79\|14990;2026-04-17\|72.00\|4.38\|68.49\|72.99\|68.29\|20889;2026-04-20\|72.17\|0.24\|71.98\|73.85\|71.21\|15949;2026-04-21\|71.24\|-1.29\|72.09\|73.40\|70.33\|13723;2026-04-22\|73.72\|3.48\|72.25\|74.15\|71.88\|14382;2026-04-23\|67.80\|-8.03\|70.01\|71.45\|67.14\|27349;2026-04-24\|70.70\|4.28\|68.50\|72.15\|67.81\|19313;2026-04-27\|71.53\|1.17\|70.37\|72.32\|70.02\|10420;2026-04-28\|71.26\|-0.38\|72.00\|73.60\|71.00\|8387;2026-04-29\|74.83\|5.01\|71.26\|75.00\|71.00\|13928;2026-04-30\|75.31\|0.64\|75.07\|75.31\|72.77\|11078;2026-05-06\|73.84\|-1.95\|75.40\|75.50\|73.20\|13077;2026-05-07\|73.58\|-0.35\|74.09\|74.48\|73.00\|8136;2026-05-08\|73.27\|-0.42\|73.89\|73.99\|72.31\|5788;2026-05-11\|74.65\|1.88\|72.57\|75.18\|72.29\|9276;2026-05-12\|73.15\|-2.01\|74.60\|74.62\|72.69\|6781;2026-05-13\|72.00\|-1.57\|73.20\|73.60\|71.46\|9047;2026-05-14\|72.70\|0.97\|72.00\|76.25\|71.63\|14743;2026-05-15\|72.84\|0.19\|73.04\|74.83\|71.60\|10289;2026-05-18\|70.31\|-3.47\|72.72\|72.90\|70.01\|12609;2026-05-19\|70.58\|0.38\|70.32\|70.91\|69.70\|7087;2026-05-20\|71.26\|0.96\|70.91\|72.10\|70.30\|6575;2026-05-21\|69.14\|-2.98\|71.60\|73.45\|69.03\|9351;2026-05-22\|70.29\|1.66\|69.79\|71.51\|68.74\|9231;2026-05-25\|70.60\|0.44\|70.55\|71.40\|69.38\|8109;2026-05-26\|70.16\|-0.62\|70.31\|72.41\|68.86\|14757;2026-05-27\|68.00\|-3.08\|70.16\|70.28\|67.62\|12954;2026-05-28\|71.06\|4.50\|68.00\|72.15\|66.56\|15703;2026-05-29\|68.06\|-4.22\|71.34\|71.48\|67.80\|9737;2026-06-01\|66.10\|-2.88\|67.21\|68.74\|65.91\|9699;2026-06-02\|68.68\|3.90\|66.50\|72.61\|65.58\|23361;2026-06-03\|70.49\|2.64\|67.87\|74.58\|67.69\|27086;2026-06-04\|80.75\|14.56\|69.81\|82.30\|69.50\|42946;2026-06-05\|91.75\|13.62\|80.00\|92.00\|78.43\|47548;2026-06-08\|90.11\|-1.79\|85.89\|93.44\|85.00\|38823;2026-06-09\|86.81\|-3.66\|91.28\|91.65\|84.06\|28993;2026-06-10\|86.70\|-0.13\|84.40\|90.00\|84.17\|24048;2026-06-11\|89.32\|3.02\|85.63\|90.68\|83.00\|32382;2026-06-12\|88.88\|-0.49\|90.98\|92.00\|86.00\|32970;2026-06-15\|93.33\|5.01\|88.92\|94.96\|88.11\|35660;2026-06-16\|92.15\|-1.26\|92.58\|93.50\|89.10\|27514;2026-06-17\|92.88\|0.79\|91.00\|93.50\|89.20\|19665;2026-06-18\|94.99\|2.27\|94.08\|96.80\|90.66\|30605;2026-06-22\|93.99\|-1.05\|94.25\|97.00\|86.04\|36124;2026-06-23\|95.04\|1.12\|91.92\|99.55\|90.81\|28263;2026-06-24\|94.50\|-0.57\|94.04\|98.96\|91.10\|18347;2026-06-25\|63.93\|-1.80\|64.24\|66.10\|62.11\|30447;2026-06-26\|62.00\|-3.02\|63.62\|63.62\|59.08\|34621;2026-06-29\|74.40\|20.00\|61.81\|74.40\|61.21\|61002;2026-06-30\|81.90\|10.08\|78.36\|85.00\|75.80\|76373;2026-07-01\|85.34\|4.20\|83.12\|88.40\|80.75\|51991;2026-07-02\|73.80\|-13.52\|82.91\|85.99\|73.33\|64193;2026-07-03\|77.83\|5.46\|75.28\|79.25\|73.30\|47152;2026-07-06\|77.42\|-0.53\|78.00\|84.95\|76.78\|36518;2026-07-07\|70.78\|-8.58\|77.42\|77.53\|69.73\|30330;2026-07-08\|72.00\|1.72\|72.04\|74.59\|68.60\|27502;2026-07-09\|73.18\|1.64\|72.40\|76.86\|69.58\|27055;2026-07-10\|72.23\|-1.30\|74.64\|75.06\|71.20\|23629
117495	苹果寻求获准从长鑫存储购买内存芯片	间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	公司及子公司共计实缴6000万元参与了合肥市国联资本创新投资基金合伙企业（有限合伙），合肥市国联资本创新投资基金合伙企业（有限合伙）通过产投壹号基金投资了长鑫科技集团股份有限公司	2026-03-03\|14.71\|-4.17\|15.35\|15.78\|14.70\|422886;2026-03-04\|14.97\|1.77\|14.70\|15.28\|14.70\|321539;2026-03-05\|15.05\|0.53\|15.50\|15.56\|14.88\|338231;2026-03-06\|15.82\|5.12\|15.20\|16.19\|15.11\|627587;2026-03-09\|15.87\|0.32\|15.10\|16.65\|14.43\|708936;2026-03-10\|15.97\|0.63\|16.10\|16.44\|15.86\|479882;2026-03-11\|16.18\|1.31\|16.01\|16.34\|15.86\|468837;2026-03-12\|15.88\|-1.85\|16.40\|16.40\|15.66\|389812;2026-03-13\|15.54\|-2.14\|15.80\|16.35\|15.52\|491013;2026-03-16\|15.80\|1.67\|15.30\|16.10\|15.14\|499413;2026-03-17\|15.60\|-1.27\|15.72\|16.58\|15.55\|574628;2026-03-18\|16.08\|3.08\|15.85\|16.19\|15.29\|589250;2026-03-19\|15.46\|-3.86\|15.70\|15.95\|15.15\|500126;2026-03-20\|13.91\|-10.03\|15.60\|15.70\|13.91\|670236;2026-03-23\|12.52\|-9.99\|13.00\|13.30\|12.52\|455817;2026-03-24\|12.90\|3.04\|12.65\|12.95\|12.25\|400702;2026-03-25\|13.02\|0.93\|12.92\|13.28\|12.83\|384125;2026-03-26\|12.47\|-4.22\|12.86\|12.87\|12.41\|304845;2026-03-27\|12.59\|0.96\|12.13\|12.69\|12.05\|255904;2026-03-30\|12.35\|-1.91\|12.29\|12.40\|12.09\|236298;2026-03-31\|12.12\|-1.86\|12.30\|12.94\|11.62\|564065;2026-04-01\|11.90\|-1.82\|12.35\|12.45\|11.79\|387401;2026-04-02\|11.50\|-3.36\|12.01\|12.03\|11.46\|274806;2026-04-03\|11.38\|-1.04\|11.55\|11.59\|11.11\|257256;2026-04-07\|11.19\|-1.67\|11.35\|11.45\|11.15\|176086;2026-04-08\|11.91\|6.43\|11.48\|11.96\|11.32\|335392;2026-04-09\|11.90\|-0.08\|11.87\|12.07\|11.60\|243002;2026-04-10\|11.98\|0.67\|12.15\|12.27\|11.98\|217979;2026-04-13\|12.07\|0.75\|11.90\|12.10\|11.83\|174463;2026-04-14\|12.54\|3.89\|12.30\|13.07\|12.13\|454846;2026-04-15\|12.27\|-2.15\|12.40\|12.68\|12.22\|273819;2026-04-16\|12.36\|0.73\|12.20\|12.48\|12.10\|232956;2026-04-17\|12.71\|2.83\|12.48\|12.92\|12.28\|435803;2026-04-20\|12.38\|-2.60\|12.50\|12.64\|12.34\|310246;2026-04-21\|12.70\|2.58\|12.50\|12.78\|12.20\|325186;2026-04-22\|12.93\|1.81\|12.68\|12.98\|12.56\|246583;2026-04-23\|12.51\|-3.25\|12.95\|12.99\|12.46\|228053;2026-04-24\|12.57\|0.48\|12.50\|12.74\|12.39\|197272;2026-04-27\|12.61\|0.32\|12.54\|12.74\|12.31\|158559;2026-04-28\|12.79\|1.43\|12.72\|13.08\|12.65\|266730;2026-04-29\|12.98\|1.49\|12.66\|13.04\|12.60\|232446;2026-04-30\|13.74\|5.86\|13.03\|14.26\|12.85\|622807;2026-05-06\|13.92\|1.31\|13.74\|14.20\|13.50\|550115;2026-05-07\|14.64\|5.17\|13.93\|14.97\|13.89\|544494;2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430
117494	苹果寻求获准从长鑫存储购买内存芯片	年报增长+商业航天+洁净环保+苏州国资行业原因： 1、据新华社，4月7日，长征八号运载火箭在海南商业航天发射场以“一箭十八星”方式，将千帆星座第7批组网卫星送入预定轨道，发射任务获得圆满成功。 2、商业航天企业密集冲击IPO，SpaceX冲击最早6月上市，国内银河航天、中科宇航等企业开启IPO进程。公司原因： 1、据2026年4月8日年报，2025年营收42.21亿元，同比增长0.69%，归母净利2.95亿元，同比增长17.69%，拟每10股派0.6元。 2、据2025年11月26日互动易，控股子公司苏州轴承滚针轴承已配套商业航天领域；江苏苏净洁净系统用于西昌、酒泉发射基地及嫦娥、神舟、天宫等国家重点项目。 3、据2025年年报及2025年12月2日机构调研，公司最终控制人为苏州市国资委，属地方国企，洁净环保、瓷绝缘子、精密轴承为三大主业，将加大新质生产力投入。	公司全资子公司江苏苏净是国内洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商，可为泛半导体行业提供相关产品和服务。江苏苏净是上海微电子、中芯国际、海力士的合格供应商	2026-03-03\|14.00\|-5.41\|15.00\|15.12\|13.93\|213210;2026-03-04\|13.88\|-0.86\|13.72\|14.17\|13.72\|120778;2026-03-05\|14.37\|3.53\|14.19\|14.57\|14.19\|155022;2026-03-06\|14.57\|1.39\|14.26\|14.74\|14.26\|106480;2026-03-09\|14.38\|-1.30\|14.30\|14.45\|14.03\|107216;2026-03-10\|14.72\|2.36\|14.50\|14.75\|14.50\|89285;2026-03-11\|14.57\|-1.02\|14.73\|14.88\|14.49\|85241;2026-03-12\|14.28\|-1.99\|14.50\|14.55\|14.19\|88860;2026-03-13\|14.15\|-0.91\|14.17\|14.52\|14.06\|88271;2026-03-16\|14.00\|-1.06\|14.16\|14.17\|13.72\|104579;2026-03-17\|13.86\|-1.00\|14.01\|14.35\|13.83\|110897;2026-03-18\|13.94\|0.58\|13.90\|13.98\|13.74\|74887;2026-03-19\|13.56\|-2.73\|13.80\|13.80\|13.50\|85109;2026-03-20\|13.33\|-1.70\|13.60\|13.76\|13.31\|78470;2026-03-23\|12.59\|-5.55\|12.92\|13.31\|12.51\|126474;2026-03-24\|13.14\|4.37\|12.89\|13.15\|12.68\|93929;2026-03-25\|13.40\|1.98\|13.21\|13.80\|13.16\|125272;2026-03-26\|13.18\|-1.64\|13.31\|13.51\|13.12\|65352;2026-03-27\|13.25\|0.53\|13.00\|13.32\|12.95\|68295;2026-03-30\|13.34\|0.68\|13.01\|13.37\|13.00\|78960;2026-03-31\|13.24\|-0.75\|13.28\|13.60\|13.23\|82868;2026-04-01\|13.45\|1.59\|13.55\|13.64\|13.33\|81109;2026-04-02\|13.07\|-2.83\|13.30\|13.48\|13.00\|64439;2026-04-03\|12.72\|-2.68\|13.07\|13.17\|12.72\|64128;2026-04-07\|12.67\|-0.39\|12.71\|12.82\|12.60\|49277;2026-04-08\|13.94\|10.02\|13.31\|13.94\|13.31\|113700;2026-04-09\|13.94\|0.00\|14.12\|14.17\|13.80\|263706;2026-04-10\|14.03\|0.65\|14.22\|14.32\|13.94\|171988;2026-04-13\|14.20\|1.21\|13.96\|14.32\|13.83\|164235;2026-04-14\|14.31\|0.77\|14.26\|14.41\|14.12\|135950;2026-04-15\|14.18\|-0.91\|14.33\|14.41\|14.10\|113855;2026-04-16\|14.26\|0.56\|14.12\|14.29\|14.02\|84012;2026-04-17\|14.24\|-0.14\|14.26\|14.38\|14.16\|93812;2026-04-20\|14.45\|1.47\|14.24\|14.52\|14.16\|115759;2026-04-21\|14.46\|0.07\|14.42\|14.46\|14.27\|82747;2026-04-22\|14.76\|2.07\|14.58\|14.86\|14.40\|194047;2026-04-23\|14.98\|1.49\|14.78\|15.46\|14.66\|296881;2026-04-24\|14.64\|-2.27\|14.84\|15.15\|14.58\|204626;2026-04-27\|14.53\|-0.75\|14.60\|14.74\|14.42\|138132;2026-04-28\|14.33\|-1.38\|14.45\|14.60\|14.25\|112686;2026-04-29\|15.76\|9.98\|15.45\|15.76\|15.45\|214444;2026-04-30\|16.28\|3.30\|15.92\|16.61\|15.78\|597805;2026-05-06\|16.42\|0.86\|16.35\|16.64\|16.27\|445084;2026-05-07\|16.62\|1.22\|16.43\|16.73\|16.30\|290896;2026-05-08\|16.99\|2.23\|16.43\|17.09\|16.38\|302160;2026-05-11\|17.12\|0.77\|16.99\|17.30\|16.81\|259909;2026-05-12\|17.08\|-0.23\|17.19\|17.50\|16.96\|217480;2026-05-13\|17.50\|2.46\|16.98\|17.72\|16.95\|222810;2026-05-14\|16.41\|-6.23\|17.50\|17.65\|16.39\|392878;2026-05-15\|17.09\|4.14\|16.41\|17.65\|16.32\|314031;2026-05-18\|17.48\|2.28\|17.00\|17.92\|16.89\|315127;2026-05-19\|17.59\|0.63\|17.27\|17.61\|17.08\|236447;2026-05-20\|17.74\|0.85\|17.48\|17.75\|17.25\|218142;2026-05-21\|17.34\|-2.25\|17.76\|18.05\|16.76\|428606;2026-05-22\|17.34\|0.00\|17.03\|17.36\|16.44\|300687;2026-05-25\|17.11\|-1.33\|17.42\|17.78\|16.70\|255302;2026-05-26\|16.45\|-3.86\|16.89\|16.90\|16.17\|204385;2026-05-27\|16.17\|-1.70\|16.47\|16.50\|15.95\|167297;2026-05-28\|16.32\|0.93\|16.17\|16.33\|16.00\|133084;2026-05-29\|15.82\|-3.06\|16.31\|16.37\|15.46\|150140;2026-06-01\|15.64\|-1.14\|15.69\|15.80\|15.49\|121270;2026-06-02\|15.45\|-1.21\|15.60\|15.62\|15.03\|119894;2026-06-03\|15.32\|-0.84\|15.42\|15.60\|15.09\|129784;2026-06-04\|15.11\|-1.37\|15.06\|15.19\|14.88\|103535;2026-06-05\|15.12\|0.07\|15.11\|15.22\|14.60\|127628;2026-06-08\|14.45\|-4.43\|14.55\|14.96\|14.20\|117052;2026-06-09\|15.03\|4.01\|14.45\|15.05\|14.30\|130184;2026-06-10\|15.09\|0.40\|14.80\|15.12\|14.71\|150898;2026-06-11\|14.99\|-0.66\|15.00\|15.06\|14.65\|127518;2026-06-12\|14.89\|-0.67\|15.33\|15.50\|14.61\|199757;2026-06-15\|15.72\|5.57\|14.99\|15.72\|14.71\|237643;2026-06-16\|15.39\|-2.10\|15.56\|15.56\|15.27\|199141;2026-06-17\|15.21\|-1.17\|15.30\|15.49\|15.08\|195358;2026-06-18\|15.63\|2.76\|15.18\|15.65\|15.02\|221372;2026-06-22\|15.31\|-2.05\|15.60\|15.65\|14.62\|238318;2026-06-23\|16.84\|9.99\|15.42\|16.84\|15.40\|175475;2026-06-24\|16.81\|-0.18\|17.14\|17.14\|15.72\|434583;2026-06-25\|17.18\|2.20\|16.61\|17.53\|16.53\|488119;2026-06-26\|18.25\|6.23\|16.88\|18.90\|16.71\|669606;2026-06-29\|20.08\|10.03\|18.75\|20.08\|18.39\|624369;2026-06-30\|20.63\|2.74\|20.58\|21.32\|19.20\|755517;2026-07-01\|21.00\|1.79\|20.53\|21.98\|20.40\|582893;2026-07-02\|19.76\|-5.90\|20.05\|20.50\|19.50\|455208;2026-07-03\|20.50\|4.06\|19.39\|21.67\|19.00\|621887;2026-07-06\|19.90\|-2.93\|20.88\|21.23\|19.69\|432782;2026-07-07\|19.20\|-3.52\|19.75\|20.33\|19.05\|291457;2026-07-08\|17.62\|-8.23\|18.81\|19.12\|17.60\|333494;2026-07-09\|18.44\|4.65\|18.10\|18.62\|17.40\|300005;2026-07-10\|18.65\|1.14\|18.24\|19.77\|18.18\|395004
117493	苹果寻求获准从长鑫存储购买内存芯片	零售+功率半导体+收购尚阳通+机器人行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2026年5月23日公告，公司收购尚阳通事项已于5月22日收到深交所恢复审核的通知，目前重组处于正常审核程序当中。据2026年5月26日机构调研，公司拟通过收购从传统百货切入功率半导体领域，打造第二增长曲线，形成“零售+半导体”双主业驱动格局。 2、据2026年5月21日重组报告书，标的公司已实现车规级碳化硅SiC功率器件的量产，自主设计的SiC MOSFET及SBD产品涵盖650V-1200V电压规格，已小批量供货，并积极筹划氮化镓GaN产品。 3、据2026年5月26日机构调研，公司于2017年参股隆深机器人有限公司，未直接参与日常经营管理，该企业从事工业机器人系统集成、非标自动化设备设计制造及控制器研发等。	公司正全力推进收购深圳尚阳通100%股权，交易完成后将形成“百货零售+半导体”双主业格局，标的已量产车规级SiC功率器件	2026-03-03\|7.01\|-2.50\|7.18\|7.24\|7.00\|306836;2026-03-04\|7.02\|0.14\|6.94\|7.07\|6.72\|187191;2026-03-05\|7.17\|2.14\|7.13\|7.29\|7.06\|203499;2026-03-06\|7.11\|-0.84\|7.12\|7.18\|7.10\|149105;2026-03-09\|6.92\|-2.67\|6.95\|6.98\|6.77\|267685;2026-03-10\|7.03\|1.59\|6.99\|7.10\|6.98\|132719;2026-03-11\|6.91\|-1.71\|7.03\|7.05\|6.88\|149673;2026-03-12\|6.92\|0.14\|6.91\|7.08\|6.88\|161228;2026-03-13\|7.10\|2.60\|6.95\|7.23\|6.86\|350389;2026-03-16\|6.97\|-1.83\|7.03\|7.05\|6.85\|255304;2026-03-17\|6.92\|-0.72\|7.00\|7.08\|6.90\|175474;2026-03-18\|6.85\|-1.01\|6.91\|6.92\|6.73\|211088;2026-03-19\|6.49\|-5.26\|6.74\|6.75\|6.46\|279608;2026-03-20\|6.37\|-1.85\|6.48\|6.62\|6.36\|175094;2026-03-23\|5.94\|-6.75\|6.18\|6.21\|5.87\|311383;2026-03-24\|6.18\|4.04\|6.05\|6.18\|5.91\|256490;2026-03-25\|6.18\|0.00\|6.17\|6.20\|6.13\|182731;2026-03-26\|6.09\|-1.46\|6.18\|6.29\|6.06\|146960;2026-03-27\|6.19\|1.64\|5.95\|6.25\|5.93\|180398;2026-03-30\|6.08\|-1.78\|6.09\|6.17\|6.02\|147040;2026-03-31\|5.70\|-6.25\|6.06\|6.12\|5.53\|596148;2026-04-01\|5.80\|1.75\|5.88\|6.09\|5.74\|305230;2026-04-02\|5.78\|-0.34\|5.77\|5.93\|5.72\|235452;2026-04-03\|5.61\|-2.94\|5.78\|5.84\|5.61\|167440;2026-04-07\|5.63\|0.36\|5.65\|5.66\|5.55\|144566;2026-04-08\|5.82\|3.37\|5.73\|5.82\|5.72\|162311;2026-04-09\|5.60\|-3.78\|5.77\|5.78\|5.58\|179674;2026-04-10\|5.58\|-0.36\|5.64\|5.69\|5.58\|169234;2026-04-13\|5.59\|0.18\|5.55\|5.61\|5.49\|164604;2026-04-14\|5.66\|1.25\|5.61\|5.66\|5.54\|183137;2026-04-15\|5.69\|0.53\|5.68\|5.76\|5.62\|162754;2026-04-16\|5.76\|1.23\|5.68\|5.78\|5.65\|172178;2026-04-17\|5.77\|0.17\|5.73\|5.82\|5.68\|172296;2026-04-20\|5.82\|0.87\|5.77\|5.85\|5.67\|181743;2026-04-21\|5.95\|2.23\|5.81\|5.98\|5.71\|294516;2026-04-22\|5.94\|-0.17\|5.90\|5.99\|5.84\|216249;2026-04-23\|5.86\|-1.35\|5.95\|6.04\|5.82\|226207;2026-04-24\|5.72\|-2.39\|5.82\|5.86\|5.70\|160595;2026-04-27\|5.82\|1.75\|5.70\|5.87\|5.67\|182646;2026-04-28\|5.66\|-2.75\|5.81\|5.82\|5.66\|177728;2026-04-29\|5.84\|3.18\|5.67\|5.88\|5.65\|290780;2026-04-30\|6.17\|5.65\|5.98\|6.30\|5.97\|482053;2026-05-06\|6.22\|0.81\|6.15\|6.29\|6.11\|279647;2026-05-07\|6.17\|-0.80\|6.22\|6.26\|6.16\|217174;2026-05-08\|6.26\|1.46\|6.16\|6.32\|6.16\|205862;2026-05-11\|6.26\|0.00\|6.25\|6.32\|6.18\|185316;2026-05-12\|6.10\|-2.56\|6.23\|6.32\|6.08\|265133;2026-05-13\|6.13\|0.49\|6.13\|6.17\|6.06\|228685;2026-05-14\|6.74\|9.95\|6.14\|6.74\|6.12\|694533;2026-05-15\|6.54\|-2.97\|6.61\|6.70\|6.43\|788506;2026-05-18\|6.44\|-1.53\|6.44\|6.51\|6.34\|455899;2026-05-19\|6.44\|0.00\|6.44\|6.53\|6.35\|419622;2026-05-20\|6.52\|1.24\|6.38\|6.57\|6.24\|465040;2026-05-21\|6.65\|1.99\|6.71\|6.99\|6.60\|714111;2026-05-22\|6.81\|2.41\|6.70\|6.87\|6.59\|498683;2026-05-25\|7.02\|3.08\|6.89\|7.14\|6.78\|567364;2026-05-26\|7.07\|0.71\|6.95\|7.37\|6.83\|588427;2026-05-27\|7.43\|5.09\|7.07\|7.56\|6.97\|768872;2026-05-28\|7.23\|-2.69\|7.35\|7.39\|7.15\|580237;2026-05-29\|6.88\|-4.84\|7.13\|7.34\|6.88\|571625;2026-06-01\|6.68\|-2.91\|6.77\|6.85\|6.63\|397520;2026-06-02\|6.51\|-2.54\|6.65\|6.68\|6.42\|332383;2026-06-03\|6.52\|0.15\|6.48\|6.61\|6.40\|239103;2026-06-04\|6.75\|3.53\|6.46\|6.84\|6.40\|345597;2026-06-05\|6.70\|-0.74\|6.67\|6.88\|6.66\|272847;2026-06-08\|6.37\|-4.93\|6.38\|6.65\|6.37\|252535;2026-06-09\|6.72\|5.49\|6.48\|6.74\|6.35\|276371;2026-06-10\|6.61\|-1.64\|6.65\|6.79\|6.54\|254741;2026-06-11\|6.45\|-2.42\|6.56\|6.68\|6.42\|181741;2026-06-12\|6.44\|-0.15\|6.56\|6.72\|6.44\|277265;2026-06-15\|6.39\|-0.78\|6.45\|6.51\|6.16\|380413;2026-06-16\|6.49\|1.56\|6.36\|6.57\|6.26\|302764;2026-06-17\|6.18\|-4.78\|6.42\|6.48\|6.14\|322708;2026-06-18\|6.11\|-1.13\|6.16\|6.29\|6.00\|245264;2026-06-22\|6.00\|-1.80\|6.05\|6.05\|5.81\|291419;2026-06-23\|6.11\|1.83\|5.98\|6.28\|5.93\|245369;2026-06-24\|5.94\|-2.78\|6.09\|6.10\|5.81\|258112;2026-06-25\|5.89\|-0.84\|5.93\|6.02\|5.81\|164015;2026-06-26\|5.66\|-3.90\|5.83\|5.88\|5.66\|207313;2026-06-29\|6.23\|10.07\|5.70\|6.23\|5.65\|532783;2026-06-30\|5.89\|-5.46\|6.17\|6.22\|5.86\|483371;2026-07-01\|6.48\|10.02\|5.93\|6.48\|5.91\|431197;2026-07-02\|6.46\|-0.31\|6.59\|6.78\|6.46\|608877;2026-07-03\|6.35\|-1.70\|6.47\|6.59\|6.33\|372675;2026-07-06\|6.14\|-3.31\|6.40\|6.40\|6.13\|275604;2026-07-07\|6.00\|-2.28\|6.06\|6.14\|5.97\|213943;2026-07-08\|5.83\|-2.83\|6.02\|6.04\|5.80\|199801;2026-07-09\|5.94\|1.89\|5.81\|5.97\|5.80\|195081;2026-07-10\|5.85\|-1.52\|5.90\|5.98\|5.81\|219833
117492	苹果寻求获准从长鑫存储购买内存芯片	间接投资长鑫科技、甬矽电子+机器人关节+空调风叶行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年7月16日机构调研，公司通过认购宁波燕创德鑫创业投资合伙企业（有限合伙）的8,000万元份额，间接获得了长鑫科技集团股份有限公司的股权。据2026年4月24日年报，截至本报告期末，公司还持有宁波燕创宸翊创业投资基金合伙企业（有限合伙）份额比例为28.44%；持有宁波燕创德鑫创业投资合伙企业（有限合伙）份额比例为5.95%；持有金华御道数维创业投资合伙企业（有限合伙）份额比例为39.98%；持有甬矽电子股份比例为7.55%。 2、据2026年4月24日年报，公司自主研发的关节电机模组已开发5个型号，集成永磁同步电机、谐波减速器及智能控制技术，可适配人形机器人场景，计划年内落地应用。 3、据2026年4月24日年报，公司为空调风叶细分领域龙头，服务格力、美的、海尔等核心客户，2025年获工信部“制造业单项冠军企业”。	公司间接持有长鑫科技集团0.066%股份	2026-03-03\|24.67\|-6.73\|26.31\|26.75\|24.65\|50644;2026-03-04\|24.26\|-1.66\|24.42\|25.05\|24.01\|45350;2026-03-05\|24.73\|1.94\|24.90\|25.23\|24.59\|26721;2026-03-06\|25.54\|3.28\|24.61\|26.16\|24.58\|35654;2026-03-09\|25.18\|-1.41\|25.06\|25.48\|24.46\|35814;2026-03-10\|25.73\|2.18\|25.63\|25.78\|25.45\|22386;2026-03-11\|25.43\|-1.17\|25.64\|26.03\|25.25\|28600;2026-03-12\|24.80\|-2.48\|25.45\|25.50\|24.64\|21738;2026-03-13\|25.20\|1.61\|24.61\|25.45\|24.54\|28110;2026-03-16\|25.39\|0.75\|25.11\|25.47\|24.77\|21505;2026-03-17\|25.01\|-1.50\|25.39\|25.92\|25.00\|25861;2026-03-18\|25.36\|1.40\|25.00\|25.44\|24.88\|20290;2026-03-19\|24.53\|-3.27\|25.06\|25.36\|24.47\|24570;2026-03-20\|23.75\|-3.18\|24.73\|25.05\|23.75\|21606;2026-03-23\|22.15\|-6.74\|23.30\|23.41\|21.95\|35408;2026-03-24\|22.85\|3.16\|22.69\|22.86\|22.20\|24709;2026-03-25\|22.83\|-0.09\|22.86\|23.50\|22.40\|52060;2026-03-26\|22.51\|-1.40\|22.76\|23.45\|22.36\|30044;2026-03-27\|22.49\|-0.09\|22.17\|22.67\|22.07\|21530;2026-03-30\|22.34\|-0.67\|22.06\|22.44\|22.01\|14266;2026-03-31\|22.43\|0.40\|22.39\|22.88\|22.13\|31277;2026-04-01\|22.72\|1.29\|22.73\|22.98\|22.61\|23151;2026-04-02\|22.17\|-2.42\|22.75\|22.75\|21.97\|21260;2026-04-03\|21.69\|-2.17\|22.19\|22.19\|21.60\|17404;2026-04-07\|21.99\|1.38\|21.70\|22.21\|21.70\|16076;2026-04-08\|23.10\|5.05\|22.69\|23.17\|22.51\|25308;2026-04-09\|22.93\|-0.74\|22.99\|23.18\|22.77\|14248;2026-04-10\|23.19\|1.13\|22.99\|23.46\|22.99\|20227;2026-04-13\|23.15\|-0.17\|23.09\|23.17\|22.85\|16023;2026-04-14\|23.85\|3.02\|23.43\|23.85\|23.16\|23142;2026-04-15\|23.55\|-1.26\|23.85\|24.07\|23.48\|18779;2026-04-16\|23.75\|0.85\|23.55\|23.99\|23.42\|17375;2026-04-17\|23.86\|0.46\|23.68\|23.89\|23.42\|20926;2026-04-20\|23.85\|-0.04\|23.82\|24.09\|23.70\|19008;2026-04-21\|23.69\|-0.67\|23.83\|23.83\|23.53\|15481;2026-04-22\|23.85\|0.68\|23.50\|23.99\|23.50\|18170;2026-04-23\|23.25\|-2.52\|23.80\|24.47\|23.10\|31267;2026-04-24\|22.38\|-3.74\|22.98\|23.39\|21.83\|50352;2026-04-27\|24.62\|10.01\|22.44\|24.62\|22.01\|75259;2026-04-28\|23.14\|-6.01\|24.56\|24.58\|22.86\|90677;2026-04-29\|22.59\|-2.38\|23.10\|23.28\|22.32\|57045;2026-04-30\|24.85\|10.00\|23.22\|24.85\|23.15\|77901;2026-05-06\|25.38\|2.13\|25.55\|25.98\|25.03\|139258;2026-05-07\|26.06\|2.68\|25.46\|26.18\|25.20\|102933;2026-05-08\|25.80\|-1.00\|26.00\|26.27\|25.61\|68340;2026-05-11\|26.66\|3.33\|26.11\|26.98\|26.00\|85560;2026-05-12\|27.46\|3.00\|26.51\|27.50\|26.22\|86649;2026-05-13\|26.99\|-1.71\|27.00\|27.33\|26.28\|79328;2026-05-14\|26.71\|-1.04\|26.90\|27.50\|26.71\|69024;2026-05-15\|27.41\|2.62\|26.80\|27.86\|26.60\|79212;2026-05-18\|30.15\|10.00\|30.15\|30.15\|29.60\|52966;2026-05-19\|28.63\|-5.04\|29.49\|30.00\|28.10\|159348;2026-05-20\|29.82\|4.16\|29.15\|30.06\|28.64\|134265;2026-05-21\|28.80\|-3.42\|29.82\|31.49\|28.73\|143092;2026-05-22\|29.00\|0.69\|29.34\|29.94\|28.30\|115430;2026-05-25\|30.06\|3.66\|28.95\|30.45\|28.50\|113165;2026-05-26\|30.45\|1.30\|30.03\|31.26\|29.70\|133212;2026-05-27\|29.06\|-4.56\|30.33\|30.45\|28.83\|90077;2026-05-28\|28.48\|-2.00\|28.99\|29.54\|27.68\|99556;2026-05-29\|27.20\|-4.49\|28.56\|28.91\|26.99\|71181;2026-06-01\|26.82\|-1.40\|27.20\|27.50\|26.51\|53651;2026-06-02\|26.19\|-2.35\|26.56\|27.00\|25.71\|46485;2026-06-03\|25.89\|-1.15\|26.20\|26.84\|25.66\|65916;2026-06-04\|25.86\|-0.12\|25.55\|26.19\|25.50\|35000;2026-06-05\|25.72\|-0.54\|25.89\|26.30\|24.90\|47871;2026-06-08\|24.41\|-5.09\|24.91\|25.33\|24.00\|41870;2026-06-09\|24.81\|1.64\|24.65\|24.95\|24.21\|33264;2026-06-10\|25.36\|2.22\|24.50\|25.75\|24.23\|62679;2026-06-11\|25.79\|1.70\|24.95\|25.97\|24.95\|53298;2026-06-12\|25.30\|-1.90\|25.98\|26.89\|25.16\|52279;2026-06-15\|27.83\|10.00\|25.65\|27.83\|25.65\|84850;2026-06-16\|28.48\|2.34\|28.39\|29.26\|27.98\|97142;2026-06-17\|29.08\|2.11\|28.48\|29.37\|28.24\|71225;2026-06-18\|28.77\|0.84\|28.54\|28.98\|28.18\|62454;2026-06-22\|28.53\|-0.83\|28.74\|29.30\|27.82\|66803;2026-06-23\|29.06\|1.86\|28.25\|29.70\|27.88\|69866;2026-06-24\|29.62\|1.93\|28.95\|29.95\|28.27\|66620;2026-06-25\|28.90\|-2.43\|29.80\|30.35\|28.68\|68793;2026-06-26\|29.41\|1.76\|28.82\|30.83\|28.71\|87003;2026-06-29\|32.35\|10.00\|29.80\|32.35\|29.62\|131779;2026-06-30\|34.25\|5.87\|33.67\|34.80\|31.70\|211459;2026-07-01\|33.80\|-1.31\|34.28\|35.88\|33.51\|171433;2026-07-02\|32.23\|-4.64\|32.19\|33.88\|32.09\|116016;2026-07-03\|35.45\|9.99\|32.01\|35.45\|31.66\|126710;2026-07-06\|33.90\|-4.37\|36.00\|36.00\|33.00\|145347;2026-07-07\|31.92\|-5.84\|33.45\|33.90\|31.62\|80701;2026-07-08\|30.45\|-4.61\|32.23\|32.60\|30.41\|72275;2026-07-09\|33.50\|10.02\|31.50\|33.50\|31.20\|48751;2026-07-10\|32.71\|-2.36\|35.31\|35.31\|32.68\|170339
117491	苹果寻求获准从长鑫存储购买内存芯片	半导体超纯水膜+盐湖提锂+膜材料+央企行业原因：据上证报6月9日报道，智利5月碳酸锂出口至中国的数量环比大幅减少40.8%，超出市场预期。储能产业是当前碳酸锂市场最大看点，也是拉动碳酸锂需求增长的核心引擎。公司原因： 1、据2026年6月1日及6月5日投资者关系活动记录表，公司超纯水系列膜产品已应用于半导体芯片等高端制造领域，正积极推进进口替代，产品性能取得显著进步并已实现应用。 2、据2026年4月8日公告，2026年1-3月新签膜分离工程业务合同中，盐湖提锂领域合同金额为954.89万元；据2026年5月11日投资者关系活动记录表，公司在盐湖提锂方面具备特色工艺解决方案，材料和工程端均有实质性业务落地。 3、据2025年年报，公司是国内反渗透膜及纳滤膜龙头，产品覆盖海水淡化、工业超纯水、新能源浓缩分离等场景，销售规模连续多年居国产品牌首位。 4、公司控股股东为中车产业投资有限公司，实际控制人为国务院国有资产监督管理委员会。	1、公司的超纯水系列膜产品是较为成熟的系列产品，已应用于半导体芯片等对水质要求极高的高端制造领域； 2、公司膜产品在盐湖提锂领域已实现了成熟的应用，并承接了多个液体物料浓缩分离纯化的工程项目	2026-03-03\|12.68\|-3.50\|13.14\|13.30\|12.65\|70580;2026-03-04\|12.39\|-2.29\|12.64\|12.75\|12.33\|57794;2026-03-05\|13.63\|10.01\|12.70\|13.63\|12.67\|129237;2026-03-06\|13.69\|0.44\|13.50\|13.81\|13.10\|251870;2026-03-09\|14.39\|5.11\|13.99\|14.93\|13.92\|382812;2026-03-10\|13.95\|-3.06\|14.14\|14.30\|13.80\|226305;2026-03-11\|14.50\|3.94\|14.06\|14.50\|14.01\|281675;2026-03-12\|14.07\|-2.97\|14.38\|14.38\|13.84\|220262;2026-03-13\|13.97\|-0.71\|13.90\|14.19\|13.85\|131971;2026-03-16\|13.59\|-2.72\|13.85\|13.96\|13.49\|137310;2026-03-17\|13.55\|-0.29\|13.76\|14.25\|13.55\|111191;2026-03-18\|13.59\|0.30\|13.60\|13.65\|13.35\|81803;2026-03-19\|13.00\|-4.34\|13.46\|13.58\|12.94\|104595;2026-03-20\|12.53\|-3.62\|13.06\|13.13\|12.50\|91870;2026-03-23\|12.09\|-3.51\|12.27\|12.52\|11.80\|112796;2026-03-24\|12.36\|2.23\|12.31\|12.48\|11.99\|82867;2026-03-25\|11.97\|-3.16\|12.27\|12.34\|11.81\|191327;2026-03-26\|11.37\|-5.01\|11.87\|11.88\|11.31\|149447;2026-03-27\|11.45\|0.70\|11.20\|11.50\|11.14\|77309;2026-03-30\|11.33\|-1.05\|11.26\|11.48\|11.18\|77540;2026-03-31\|11.45\|1.06\|11.51\|11.99\|11.39\|154412;2026-04-01\|11.51\|0.52\|11.61\|11.69\|11.38\|77954;2026-04-02\|11.20\|-2.69\|11.42\|11.58\|11.11\|73283;2026-04-03\|10.81\|-3.48\|11.22\|11.27\|10.80\|85382;2026-04-07\|11.15\|3.15\|10.81\|11.20\|10.80\|62787;2026-04-08\|11.62\|4.22\|11.36\|11.79\|11.36\|85809;2026-04-09\|11.48\|-1.20\|11.49\|11.65\|11.45\|50483;2026-04-10\|11.70\|1.92\|11.60\|11.78\|11.56\|62098;2026-04-13\|11.89\|1.62\|11.63\|11.91\|11.63\|66320;2026-04-14\|11.99\|0.84\|11.92\|12.05\|11.85\|50028;2026-04-15\|11.77\|-1.83\|11.99\|12.02\|11.72\|46988;2026-04-16\|11.81\|0.34\|11.76\|11.83\|11.70\|33134;2026-04-17\|11.95\|1.19\|11.78\|11.95\|11.71\|40107;2026-04-20\|12.05\|0.84\|11.97\|12.21\|11.90\|45862;2026-04-21\|12.01\|-0.33\|12.01\|12.10\|11.83\|35415;2026-04-22\|12.00\|-0.08\|11.90\|12.08\|11.90\|43148;2026-04-23\|11.54\|-3.83\|11.95\|11.97\|11.47\|76755;2026-04-24\|11.59\|0.43\|11.51\|11.64\|11.33\|46538;2026-04-27\|11.71\|1.04\|11.63\|11.72\|11.41\|49303;2026-04-28\|11.62\|-0.77\|11.64\|11.72\|11.53\|37653;2026-04-29\|11.80\|1.55\|11.54\|11.84\|11.51\|43196;2026-04-30\|11.52\|-2.37\|11.85\|11.86\|11.49\|54109;2026-05-06\|11.76\|2.08\|11.62\|11.80\|11.53\|59211;2026-05-07\|11.73\|-0.26\|11.77\|11.87\|11.60\|52095;2026-05-08\|11.88\|1.28\|11.65\|11.94\|11.64\|49038;2026-05-11\|11.98\|0.84\|11.92\|11.99\|11.81\|61808;2026-05-12\|11.45\|-4.42\|11.98\|11.99\|11.40\|88235;2026-05-13\|11.65\|1.75\|11.45\|11.70\|11.38\|58534;2026-05-14\|11.46\|-1.63\|11.65\|11.70\|11.46\|50508;2026-05-15\|11.23\|-2.01\|11.52\|11.55\|11.15\|63139;2026-05-18\|11.07\|-1.42\|11.21\|11.21\|10.98\|50080;2026-05-19\|11.14\|0.63\|11.10\|11.15\|10.95\|41185;2026-05-20\|11.02\|-1.08\|11.08\|11.16\|10.92\|36287;2026-05-21\|10.76\|-2.36\|11.01\|11.23\|10.73\|52865;2026-05-22\|11.30\|5.02\|10.84\|11.34\|10.68\|60807;2026-05-25\|11.69\|3.45\|11.90\|12.15\|11.40\|177377;2026-05-26\|11.78\|0.77\|11.90\|12.60\|11.60\|148111;2026-05-27\|11.71\|-0.59\|11.79\|11.94\|11.55\|121872;2026-05-28\|12.88\|9.99\|11.79\|12.88\|11.70\|172124;2026-05-29\|12.85\|-0.23\|13.07\|14.10\|12.80\|419040;2026-06-01\|12.26\|-4.59\|12.78\|13.10\|12.26\|243526;2026-06-02\|12.28\|0.16\|12.53\|12.80\|12.01\|179113;2026-06-03\|12.33\|0.41\|12.28\|12.63\|12.15\|166030;2026-06-04\|12.42\|0.73\|12.03\|12.69\|11.89\|167378;2026-06-05\|12.36\|-0.48\|12.30\|12.76\|12.29\|169570;2026-06-08\|11.80\|-4.53\|11.88\|12.49\|11.62\|149830;2026-06-09\|12.98\|10.00\|12.05\|12.98\|12.02\|117654;2026-06-10\|13.82\|6.47\|12.93\|13.88\|12.64\|416763;2026-06-11\|13.58\|-1.74\|13.35\|13.62\|12.90\|272085;2026-06-12\|14.40\|6.04\|13.45\|14.40\|13.45\|365647;2026-06-15\|14.29\|-0.76\|14.12\|14.59\|13.83\|336315;2026-06-16\|14.35\|1.56\|13.93\|14.92\|13.50\|374672;2026-06-17\|15.04\|4.81\|14.00\|15.39\|13.89\|333788;2026-06-18\|15.01\|-0.20\|14.77\|15.22\|14.50\|265450;2026-06-22\|14.11\|-6.00\|14.79\|14.86\|13.51\|377377;2026-06-23\|14.01\|-0.71\|14.04\|14.34\|13.63\|241520;2026-06-24\|13.69\|-2.28\|13.60\|14.06\|13.30\|195220;2026-06-25\|13.40\|-2.12\|13.62\|13.88\|13.16\|194600;2026-06-26\|14.27\|6.49\|13.35\|14.74\|13.27\|334239;2026-06-29\|15.70\|10.02\|14.56\|15.70\|14.34\|198688;2026-06-30\|16.46\|4.84\|15.85\|16.60\|15.20\|494412;2026-07-01\|15.29\|-7.11\|15.99\|16.16\|15.12\|354444;2026-07-02\|14.87\|-2.75\|14.79\|15.36\|14.01\|251525;2026-07-03\|13.40\|-9.89\|14.65\|14.80\|13.38\|331710;2026-07-06\|12.21\|-8.88\|13.27\|13.29\|12.15\|270629;2026-07-07\|11.94\|-2.21\|12.23\|12.38\|11.90\|155211;2026-07-08\|11.35\|-4.94\|11.99\|12.06\|11.34\|140187;2026-07-09\|11.59\|2.11\|11.40\|11.65\|11.18\|151512;2026-07-10\|12.75\|10.01\|11.97\|12.75\|11.97\|141482
117490	苹果寻求获准从长鑫存储购买内存芯片	拟收购恒泰柯半导体+功率半导体涨价+AI算力 1、据2026年6月29日公告，公司拟通过发行股份方式购买恒泰柯半导体100%股权并募集配套资金，6月29日复牌。本次交易旨在补足中高压功率半导体器件技术短板，形成覆盖低压至高压的完整功率器件产品体系。 2、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格，全球近20家模拟及功率半导体企业启动新一轮涨价；据2026年6月17日评级报告，公司主要从事半导体分立器件研发、生产和销售，主营小信号器件及功率器件等。 3、据2026年6月1日互动易，公司主营的高压整流桥、功率MOS等核心元器件可广泛用于AI服务器、大型算力集群等高负载电源场景，产品已由业内头部电源方案商间接进入主流AI服务器供应链，成功配套应用于算力服务器电源系统。	公司拟收购恒泰柯100%股权，标的是一家主要从事功率半导体产品的研究、开发、销售并提供相关技术咨询和技术服务的国家级专精特新“小巨人”企业	2026-03-03\|32.22\|-2.25\|32.92\|34.34\|31.13\|72719;2026-03-04\|31.97\|-0.78\|31.71\|32.87\|31.40\|34424;2026-03-05\|33.18\|3.78\|32.74\|33.56\|32.59\|36451;2026-03-06\|33.99\|2.44\|33.40\|34.25\|32.49\|30700;2026-03-09\|33.16\|-2.44\|33.70\|33.70\|31.80\|32589;2026-03-10\|35.80\|7.96\|33.82\|36.69\|33.45\|54929;2026-03-11\|34.52\|-3.58\|35.80\|36.06\|34.43\|50853;2026-03-12\|33.52\|-2.90\|34.50\|35.18\|33.00\|35056;2026-03-13\|37.09\|10.65\|33.79\|39.97\|33.21\|120153;2026-03-16\|38.04\|2.56\|35.99\|38.48\|35.99\|96793;2026-03-17\|36.49\|-4.07\|37.80\|39.41\|36.42\|67718;2026-03-18\|37.01\|1.43\|36.74\|37.30\|35.80\|49988;2026-03-19\|35.80\|-3.27\|36.36\|36.99\|35.40\|40101;2026-03-20\|34.45\|-3.77\|35.99\|36.47\|34.33\|38490;2026-03-23\|32.07\|-6.91\|32.90\|34.00\|31.89\|42412;2026-03-24\|33.33\|3.93\|32.65\|33.91\|31.74\|39605;2026-03-25\|33.81\|1.44\|33.34\|34.58\|33.25\|33689;2026-03-26\|32.22\|-4.70\|33.82\|33.86\|32.10\|28335;2026-03-27\|32.21\|-0.03\|31.66\|32.86\|31.40\|19942;2026-03-30\|31.47\|-2.30\|31.51\|31.59\|30.47\|29279;2026-03-31\|30.65\|-2.61\|31.18\|32.10\|30.65\|23642;2026-04-01\|31.94\|4.21\|31.38\|32.14\|31.32\|24896;2026-04-02\|32.88\|2.94\|31.80\|34.84\|31.80\|50842;2026-04-03\|32.25\|-1.92\|33.19\|33.59\|31.92\|28119;2026-04-07\|33.85\|4.96\|32.17\|34.33\|32.17\|39013;2026-04-08\|35.60\|5.17\|34.51\|35.78\|34.34\|33754;2026-04-09\|35.54\|-0.17\|35.13\|36.00\|34.99\|28858;2026-04-10\|36.18\|1.80\|36.00\|37.48\|35.95\|37345;2026-04-13\|35.62\|-1.55\|35.98\|36.47\|34.78\|30733;2026-04-14\|35.89\|0.76\|36.07\|36.50\|35.35\|30254;2026-04-15\|35.96\|0.20\|36.09\|36.88\|35.50\|27376;2026-04-16\|36.52\|1.56\|35.90\|36.57\|35.69\|22832;2026-04-17\|37.40\|2.41\|36.60\|37.68\|36.27\|34684;2026-04-20\|37.07\|-0.88\|37.40\|37.72\|36.69\|23185;2026-04-21\|36.90\|-0.46\|37.18\|37.18\|35.81\|20432;2026-04-22\|37.72\|2.22\|36.68\|37.90\|36.61\|24092;2026-04-23\|38.30\|1.54\|38.98\|39.99\|37.72\|65632;2026-04-24\|40.00\|4.44\|38.30\|40.88\|38.06\|65358;2026-04-27\|39.66\|-0.85\|40.76\|41.16\|39.16\|47546;2026-04-28\|38.97\|-1.74\|40.00\|40.40\|38.52\|36713;2026-04-29\|38.91\|-0.15\|38.39\|39.12\|37.83\|32566;2026-04-30\|39.09\|0.46\|38.79\|40.11\|38.67\|40049;2026-05-06\|39.00\|-0.23\|39.42\|40.47\|38.66\|53299;2026-05-07\|40.08\|2.77\|39.35\|40.08\|38.44\|42300;2026-05-08\|39.64\|-1.10\|39.68\|39.79\|38.88\|29923;2026-05-11\|40.12\|1.21\|39.99\|41.08\|39.77\|42468;2026-05-12\|39.85\|-0.67\|40.15\|40.76\|39.20\|28278;2026-05-13\|40.25\|1.00\|39.78\|40.70\|38.82\|38055;2026-05-14\|42.07\|4.52\|40.31\|43.15\|40.04\|65104;2026-05-15\|43.33\|3.00\|41.99\|45.00\|41.62\|68170;2026-05-18\|42.56\|-1.78\|42.77\|43.95\|40.68\|57812;2026-05-19\|43.39\|1.95\|42.47\|43.56\|40.70\|48196;2026-05-20\|44.15\|1.75\|43.39\|44.94\|42.91\|53578;2026-05-21\|40.50\|-8.27\|44.51\|44.98\|40.33\|60152;2026-05-22\|42.00\|3.70\|41.03\|42.28\|40.30\|41272;2026-05-25\|43.76\|4.19\|41.72\|44.30\|40.91\|46937;2026-05-26\|43.98\|0.50\|44.29\|44.50\|42.63\|52704;2026-05-27\|41.90\|-4.73\|43.55\|45.10\|40.99\|63305;2026-05-28\|43.05\|2.74\|41.91\|43.48\|40.92\|48422;2026-05-29\|38.75\|-9.99\|43.55\|43.55\|38.59\|64321;2026-06-01\|39.74\|2.55\|38.57\|40.85\|38.35\|55617;2026-06-02\|38.63\|-2.79\|39.46\|40.29\|38.22\|29186;2026-06-03\|39.61\|2.54\|38.63\|40.19\|38.52\|32257;2026-06-04\|40.13\|1.31\|39.40\|41.12\|39.00\|24654;2026-06-05\|40.42\|0.72\|39.60\|41.44\|39.11\|23850;2026-06-08\|37.80\|-6.48\|39.16\|39.57\|36.90\|38480;2026-06-09\|39.43\|4.31\|38.31\|39.60\|37.05\|30026;2026-06-10\|42.85\|8.67\|39.04\|42.88\|38.50\|54529;2026-06-11\|46.82\|9.26\|42.00\|47.24\|41.80\|77972;2026-06-29\|55.88\|19.99\|55.88\|55.88\|55.88\|15646;2026-06-30\|64.72\|15.82\|66.00\|66.00\|58.47\|207077;2026-07-01\|77.50\|19.75\|59.95\|77.66\|59.95\|259000;2026-07-02\|80.00\|3.23\|69.96\|85.06\|68.01\|181869;2026-07-03\|68.03\|-14.96\|78.00\|79.00\|67.00\|158489;2026-07-06\|80.75\|18.70\|69.00\|80.80\|69.00\|163433;2026-07-07\|75.15\|-6.93\|78.22\|78.68\|71.68\|123987;2026-07-08\|66.80\|-11.11\|75.79\|75.79\|65.15\|128828;2026-07-09\|67.34\|0.81\|66.66\|69.88\|63.20\|132632;2026-07-10\|58.31\|-13.41\|65.33\|67.82\|57.93\|16098820
117489	苹果寻求获准从长鑫存储购买内存芯片	半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	公司半导体级氢氟酸已稳定批量供应台积电、三星、华虹、长鑫存储等，同时规划六氟化钨等高端电子特气产线	2026-03-03\|28.52\|-2.73\|29.21\|29.97\|28.44\|512061;2026-03-04\|28.74\|0.77\|28.00\|29.20\|28.00\|323905;2026-03-05\|28.85\|0.38\|29.18\|29.88\|28.65\|434525;2026-03-06\|28.61\|-0.83\|28.50\|29.01\|28.36\|268986;2026-03-09\|28.94\|1.15\|28.02\|29.10\|27.48\|458034;2026-03-10\|29.17\|0.79\|29.10\|30.15\|28.92\|576862;2026-03-11\|30.65\|5.07\|29.17\|30.68\|28.84\|1095548;2026-03-12\|30.38\|-0.88\|30.35\|30.80\|29.85\|681808;2026-03-13\|30.85\|1.55\|30.13\|31.80\|30.12\|929805;2026-03-16\|30.55\|-0.97\|30.21\|31.24\|30.01\|974380;2026-03-17\|28.66\|-6.19\|29.86\|30.30\|28.11\|839456;2026-03-18\|27.29\|-4.78\|28.67\|28.89\|26.89\|786001;2026-03-19\|25.66\|-5.97\|26.88\|26.99\|25.30\|706662;2026-03-20\|26.12\|1.79\|25.80\|27.65\|25.63\|942531;2026-03-23\|25.62\|-1.91\|25.69\|26.80\|25.52\|570880;2026-03-24\|26.13\|1.99\|26.22\|26.56\|24.73\|609143;2026-03-25\|26.58\|1.72\|25.88\|26.64\|25.86\|539091;2026-03-26\|27.63\|3.95\|26.60\|28.88\|26.50\|1113902;2026-03-27\|28.48\|3.08\|27.01\|28.98\|26.92\|992684;2026-03-30\|28.85\|1.30\|28.46\|29.27\|27.90\|822092;2026-03-31\|27.82\|-3.57\|28.46\|28.88\|27.81\|546985;2026-04-01\|28.05\|0.83\|28.15\|28.75\|27.03\|649609;2026-04-02\|27.77\|-1.00\|27.77\|28.66\|27.61\|518746;2026-04-03\|27.08\|-2.48\|28.15\|28.45\|26.70\|442784;2026-04-07\|27.39\|1.14\|27.55\|27.85\|27.05\|357877;2026-04-08\|28.18\|2.88\|27.80\|28.48\|27.40\|603556;2026-04-09\|27.50\|-2.41\|27.97\|28.12\|26.56\|649086;2026-04-10\|28.26\|2.76\|27.78\|28.86\|27.50\|942733;2026-04-13\|28.67\|1.45\|27.90\|28.96\|27.81\|797195;2026-04-14\|30.88\|7.71\|29.08\|30.88\|28.80\|1242614;2026-04-15\|30.04\|-2.72\|30.88\|31.09\|29.71\|1059563;2026-04-16\|30.10\|0.20\|30.28\|30.75\|29.53\|977693;2026-04-17\|30.01\|-0.30\|30.35\|30.59\|29.53\|705869;2026-04-20\|30.12\|0.37\|30.00\|30.48\|29.80\|660288;2026-04-21\|31.95\|6.08\|30.25\|32.38\|29.54\|1606788;2026-04-22\|31.91\|-0.13\|31.68\|32.30\|31.35\|1022983;2026-04-23\|30.04\|-5.86\|31.71\|31.87\|29.82\|1227351;2026-04-24\|33.04\|9.99\|30.54\|33.04\|30.15\|1992115;2026-04-27\|34.52\|4.48\|33.63\|34.89\|33.52\|2285323;2026-04-28\|33.76\|-2.20\|34.18\|34.40\|33.00\|1550031;2026-04-29\|35.87\|6.25\|33.33\|36.30\|33.33\|2116764;2026-04-30\|36.31\|1.23\|35.90\|36.69\|34.75\|1825695;2026-05-06\|38.12\|4.98\|35.95\|39.00\|35.38\|1858054;2026-05-07\|37.54\|-1.52\|37.40\|38.04\|36.65\|1468894;2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888
117488	苹果寻求获准从长鑫存储购买内存芯片	半导体材料+高纯四氯化硅+光纤概念+锂电池行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年5月22日互动易，公司电子级HMDS是光刻工艺中硅衬底晶圆增粘、疏水处理的必需化学试剂，已实现稳定规模出货，广泛应用于半导体及平板显示领域。公司电子级六甲基二硅氮烷产品已向国内外多家半导体及面板显示领域头部客户稳定供应，并在部分应用端成功实现进口替代。 2、据2026年6月8日互动易，公司高纯四氯化硅、硅酸乙酯产品是光纤预制棒生产的主要原料，公司将持续深耕电子级化学品领域，积极拓展包括光纤在内的各类应用场景。 3、据2025年8月11日互动易，公司与锂电池电解液头部企业保持长期稳定合作，相关产品在提高锂电池技术指标方面发挥关键作用。	公司专业从事有机硅精细化学品的研产销，配套用于平板显示、电子、半导体、芯片等相关领域的电子级六甲基二硅氮烷产品，已向国内多家半导体客户提供产品服务，并在部分主要应用端实现进口产品的替代	2026-03-03\|20.84\|-3.07\|21.52\|21.60\|20.00\|169607;2026-03-04\|19.20\|-7.87\|21.00\|21.05\|18.76\|226210;2026-03-05\|20.01\|4.22\|19.44\|21.12\|19.08\|308810;2026-03-06\|19.19\|-4.10\|19.51\|20.14\|18.82\|240014;2026-03-09\|19.96\|4.01\|19.30\|20.29\|18.83\|154047;2026-03-10\|19.70\|-1.30\|20.12\|20.12\|19.02\|144383;2026-03-11\|18.49\|-6.14\|19.55\|21.21\|18.37\|346618;2026-03-12\|17.61\|-4.76\|18.31\|18.39\|17.15\|235816;2026-03-13\|16.89\|-4.09\|17.30\|17.46\|16.88\|131350;2026-03-16\|17.11\|1.30\|16.80\|17.11\|16.66\|66840;2026-03-17\|16.50\|-3.57\|17.14\|17.18\|16.48\|77487;2026-03-18\|16.68\|1.09\|16.48\|16.70\|16.24\|50615;2026-03-19\|16.05\|-3.78\|16.40\|16.44\|15.96\|54406;2026-03-20\|15.82\|-1.43\|16.01\|16.23\|15.70\|40956;2026-03-23\|14.83\|-6.26\|15.56\|15.57\|14.74\|59007;2026-03-24\|15.28\|3.03\|15.20\|15.29\|14.83\|44706;2026-03-25\|15.59\|2.03\|15.35\|15.73\|15.23\|42045;2026-03-26\|15.34\|-1.60\|15.51\|15.74\|15.30\|35703;2026-03-27\|15.78\|2.87\|15.11\|15.87\|15.11\|49164;2026-03-30\|15.76\|-0.13\|15.52\|15.80\|15.50\|34433;2026-03-31\|15.48\|-1.78\|15.76\|15.86\|15.43\|30349;2026-04-01\|15.73\|1.61\|15.91\|15.92\|15.56\|24708;2026-04-02\|15.48\|-1.59\|15.62\|15.76\|15.40\|26680;2026-04-03\|15.07\|-2.65\|15.42\|15.57\|15.04\|27860;2026-04-07\|15.86\|5.24\|15.26\|15.92\|15.20\|51989;2026-04-08\|16.15\|1.83\|15.95\|16.25\|15.82\|55750;2026-04-09\|15.88\|-1.67\|15.97\|16.06\|15.77\|31139;2026-04-10\|16.06\|1.13\|15.98\|16.21\|15.97\|34387;2026-04-13\|16.05\|-0.06\|16.00\|16.12\|15.84\|29186;2026-04-14\|16.07\|0.12\|16.05\|16.11\|15.88\|26629;2026-04-15\|15.89\|-1.12\|16.15\|16.17\|15.85\|26056;2026-04-16\|16.07\|1.13\|16.07\|16.12\|15.91\|28935;2026-04-17\|16.11\|0.25\|16.04\|16.15\|15.90\|28406;2026-04-20\|16.24\|0.81\|16.06\|16.26\|16.00\|30914;2026-04-21\|16.56\|1.97\|16.20\|16.59\|15.95\|53719;2026-04-22\|16.73\|1.03\|16.58\|17.00\|16.43\|66717;2026-04-23\|16.32\|-2.45\|16.68\|16.75\|16.31\|42867;2026-04-24\|16.52\|1.23\|16.25\|16.66\|16.25\|43471;2026-04-27\|16.88\|2.18\|16.77\|17.24\|16.58\|60790;2026-04-28\|16.64\|-1.42\|16.77\|17.00\|16.50\|38698;2026-04-29\|17.46\|4.93\|17.00\|17.59\|17.00\|93730;2026-04-30\|17.68\|1.26\|17.45\|17.81\|17.32\|57710;2026-05-06\|18.39\|4.02\|17.84\|18.63\|17.83\|106676;2026-05-07\|18.82\|2.34\|18.46\|19.18\|18.29\|107091;2026-05-08\|18.55\|-1.43\|18.64\|18.83\|18.45\|66036;2026-05-11\|18.62\|0.38\|18.70\|18.85\|18.52\|56447;2026-05-12\|18.26\|-1.93\|18.63\|18.64\|18.03\|82949;2026-05-13\|18.80\|2.96\|18.10\|19.13\|18.00\|75854;2026-05-14\|19.09\|1.54\|18.81\|19.34\|18.67\|87402;2026-05-15\|19.51\|2.20\|19.08\|19.88\|19.06\|101171;2026-05-18\|19.67\|0.82\|19.52\|19.88\|19.11\|77358;2026-05-19\|20.16\|2.49\|19.50\|20.28\|19.47\|74365;2026-05-20\|20.35\|0.94\|20.00\|20.37\|19.82\|67045;2026-05-21\|19.70\|-3.19\|20.15\|21.07\|19.50\|131794;2026-05-22\|19.81\|0.56\|19.70\|20.20\|19.20\|114655;2026-05-25\|20.08\|1.36\|19.84\|20.39\|19.65\|82141;2026-05-26\|19.57\|-2.54\|19.88\|19.88\|19.32\|70973;2026-05-27\|18.89\|-3.47\|19.55\|19.76\|18.80\|78362;2026-05-28\|19.26\|1.96\|18.81\|19.37\|18.55\|48462;2026-05-29\|17.85\|-7.32\|19.14\|19.50\|17.79\|74233;2026-06-01\|18.20\|1.96\|17.80\|18.70\|17.43\|67800;2026-06-02\|18.40\|1.10\|18.19\|18.55\|17.68\|47382;2026-06-03\|19.48\|5.87\|18.40\|20.22\|18.39\|112414;2026-06-04\|19.70\|1.13\|19.10\|19.93\|19.10\|94300;2026-06-05\|19.84\|0.71\|19.55\|20.23\|19.27\|76959;2026-06-08\|19.62\|-1.11\|19.39\|20.34\|19.08\|81334;2026-06-09\|20.76\|5.81\|19.63\|20.86\|19.63\|117980;2026-06-10\|22.84\|10.02\|20.61\|22.84\|20.50\|112183;2026-06-11\|25.12\|9.98\|23.50\|25.12\|23.45\|378590;2026-06-12\|22.61\|-9.99\|23.80\|24.88\|22.61\|311251;2026-06-15\|22.33\|-1.24\|21.60\|22.60\|21.50\|249359;2026-06-16\|23.22\|3.99\|22.19\|23.50\|21.81\|248721;2026-06-17\|24.86\|7.06\|22.73\|24.92\|22.51\|273890;2026-06-18\|23.06\|-7.24\|24.00\|24.01\|22.37\|215853;2026-06-22\|21.84\|-5.29\|22.88\|22.88\|21.28\|223594;2026-06-23\|21.05\|-3.62\|21.88\|22.10\|20.84\|143376;2026-06-24\|22.80\|8.31\|20.73\|23.16\|20.41\|238493;2026-06-25\|23.04\|1.05\|22.52\|23.35\|22.52\|180654;2026-06-26\|25.34\|9.98\|23.02\|25.34\|22.66\|209512;2026-06-29\|27.87\|9.98\|26.00\|27.87\|25.30\|332146;2026-06-30\|28.58\|2.55\|26.60\|30.60\|26.31\|354314;2026-07-01\|30.23\|5.77\|27.85\|30.99\|27.76\|298860;2026-07-02\|28.76\|-4.86\|28.63\|30.97\|27.21\|274167;2026-07-03\|26.88\|-6.54\|28.48\|29.00\|26.78\|224905;2026-07-06\|29.57\|10.01\|27.48\|29.57\|27.09\|124721;2026-07-07\|27.20\|-8.01\|30.00\|30.06\|26.91\|258812;2026-07-08\|25.69\|-5.55\|27.19\|27.30\|25.52\|173422;2026-07-09\|25.71\|0.08\|25.66\|26.47\|24.78\|160467;2026-07-10\|28.28\|10.00\|26.80\|28.28\|26.47\|106748
117487	苹果寻求获准从长鑫存储购买内存芯片	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：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2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-03-03\|15.27\|-7.40\|16.70\|16.79\|15.18\|269821;2026-03-04\|16.06\|5.17\|15.08\|16.99\|15.08\|366475;2026-03-05\|16.21\|0.93\|16.75\|16.90\|16.05\|240497;2026-03-06\|15.89\|-1.97\|15.98\|16.33\|15.86\|160771;2026-03-09\|15.57\|-2.01\|15.48\|15.69\|15.01\|203083;2026-03-10\|15.79\|1.41\|15.91\|16.15\|15.57\|158483;2026-03-11\|15.83\|0.25\|16.00\|16.32\|15.73\|176583;2026-03-12\|15.50\|-2.08\|15.95\|15.95\|15.32\|128866;2026-03-13\|15.25\|-1.61\|15.33\|15.73\|15.09\|127784;2026-03-16\|15.40\|0.98\|15.08\|15.44\|14.80\|138473;2026-03-17\|14.84\|-3.64\|15.39\|15.40\|14.80\|108915;2026-03-18\|15.26\|2.83\|14.97\|15.29\|14.89\|116459;2026-03-19\|14.70\|-3.67\|14.98\|15.06\|14.61\|113442;2026-03-20\|14.50\|-1.36\|14.82\|15.18\|14.36\|131696;2026-03-23\|13.64\|-5.93\|14.05\|14.32\|13.51\|160705;2026-03-24\|13.88\|1.76\|13.95\|14.00\|13.39\|107739;2026-03-25\|13.98\|0.72\|13.95\|14.30\|13.83\|118337;2026-03-26\|13.70\|-2.00\|13.93\|14.02\|13.60\|80457;2026-03-27\|13.76\|0.44\|13.46\|13.92\|13.39\|92066;2026-03-30\|13.85\|0.65\|13.54\|13.90\|13.37\|84299;2026-03-31\|13.43\|-3.03\|13.84\|13.87\|13.43\|88489;2026-04-01\|13.76\|2.46\|13.75\|13.86\|13.60\|90181;2026-04-02\|13.37\|-2.83\|13.72\|13.79\|13.25\|75392;2026-04-03\|13.39\|0.15\|13.41\|13.58\|13.33\|57811;2026-04-07\|13.90\|3.81\|13.48\|14.06\|13.40\|112834;2026-04-08\|14.54\|4.60\|14.20\|14.55\|14.18\|155706;2026-04-09\|14.37\|-1.17\|14.37\|14.55\|14.29\|97369;2026-04-10\|14.33\|-0.28\|14.55\|14.74\|14.30\|93747;2026-04-13\|14.27\|-0.42\|14.34\|14.55\|14.23\|84421;2026-04-14\|14.54\|1.89\|14.44\|14.72\|14.42\|98296;2026-04-15\|14.45\|-0.62\|14.60\|14.75\|14.42\|94234;2026-04-16\|14.68\|1.59\|14.50\|14.70\|14.28\|90926;2026-04-17\|15.15\|3.20\|14.65\|15.23\|14.56\|137389;2026-04-20\|15.64\|3.23\|15.15\|15.85\|15.00\|180763;2026-04-21\|15.46\|-1.15\|15.58\|15.60\|15.18\|115639;2026-04-22\|15.70\|1.55\|15.25\|15.82\|15.24\|134534;2026-04-23\|15.46\|-1.53\|15.74\|15.87\|15.37\|138763;2026-04-24\|15.42\|-0.26\|15.38\|15.64\|15.31\|130146;2026-04-27\|15.87\|2.92\|15.32\|16.00\|15.32\|163356;2026-04-28\|15.53\|-2.14\|15.83\|15.85\|15.40\|117692;2026-04-29\|15.35\|-1.16\|15.35\|15.50\|14.87\|138790;2026-04-30\|16.24\|5.80\|15.45\|16.33\|15.28\|209128;2026-05-06\|16.71\|2.89\|16.41\|17.27\|16.41\|248691;2026-05-07\|16.94\|1.38\|16.79\|17.06\|16.42\|167855;2026-05-08\|17.86\|5.43\|16.81\|18.21\|16.62\|332787;2026-05-11\|19.05\|6.66\|18.31\|19.91\|18.31\|480139;2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|83542509
117486	苹果寻求获准从长鑫存储购买内存芯片	存储芯片+先进封装+央企公司原因： 1、据2026年1月22日投资者关系活动记录表，公司深圳、合肥封测基地满产并按客户需求扩产，为国内高端存储芯片封测龙头。 2、据2025年4月25日年报，公司掌握多层堆叠封装工艺及测试软硬件开发能力，2024年先进封装技术取得多项突破。 3、据2025年4月25日年报，公司最终控制人为国务院国资委，属央企。	公司主要从事存储芯片封测，为国内在高端存储芯片（DRAM、NANDFLASH）封装和测试领域龙头之一，长鑫为主要客户之一	2026-03-03\|30.68\|-8.28\|33.88\|34.22\|30.58\|1409481;2026-03-04\|31.20\|1.69\|30.68\|32.26\|30.68\|1045310;2026-03-05\|31.59\|1.25\|32.42\|32.70\|31.30\|980673;2026-03-06\|32.38\|2.50\|31.19\|33.07\|31.19\|1197110;2026-03-09\|31.14\|-3.83\|30.45\|31.35\|29.48\|1273634;2026-03-10\|32.41\|4.08\|32.00\|33.00\|31.66\|1159165;2026-03-11\|32.07\|-1.05\|32.60\|33.08\|31.90\|1009392;2026-03-12\|31.25\|-2.56\|32.00\|32.56\|30.90\|796686;2026-03-13\|30.92\|-1.06\|30.60\|32.20\|30.26\|831084;2026-03-16\|33.10\|7.05\|30.90\|33.12\|30.55\|1595658;2026-03-17\|32.26\|-2.54\|32.47\|33.18\|32.12\|1212606;2026-03-18\|33.63\|4.25\|32.77\|33.79\|32.51\|1723259;2026-03-19\|32.43\|-3.57\|32.50\|33.70\|31.80\|1435488;2026-03-20\|30.49\|-5.98\|32.52\|32.70\|30.41\|1252330;2026-03-23\|28.46\|-6.66\|29.21\|29.99\|28.17\|990323;2026-03-24\|28.74\|0.98\|28.62\|28.78\|27.25\|942201;2026-03-25\|29.43\|2.40\|29.20\|30.38\|29.14\|1037140;2026-03-26\|27.86\|-5.33\|28.83\|28.93\|27.72\|873092;2026-03-27\|27.49\|-1.33\|26.98\|27.95\|26.53\|783337;2026-03-30\|27.09\|-1.46\|26.67\|27.21\|26.32\|631919;2026-03-31\|25.79\|-4.80\|26.68\|26.70\|25.70\|838223;2026-04-01\|26.67\|3.41\|26.86\|27.21\|26.40\|734137;2026-04-02\|25.65\|-3.82\|27.01\|27.09\|25.50\|630964;2026-04-03\|25.65\|0.00\|25.91\|26.09\|25.48\|448219;2026-04-07\|26.01\|1.40\|26.07\|26.45\|25.82\|492092;2026-04-08\|27.83\|7.00\|26.99\|27.84\|26.82\|954680;2026-04-09\|27.70\|-0.47\|27.20\|28.08\|27.07\|691048;2026-04-10\|28.10\|1.44\|28.21\|28.66\|28.01\|780721;2026-04-13\|28.25\|0.53\|27.79\|28.46\|27.79\|608087;2026-04-14\|29.13\|3.12\|28.80\|29.50\|28.59\|887151;2026-04-15\|28.28\|-2.92\|29.31\|29.43\|28.10\|756758;2026-04-16\|28.77\|1.73\|28.28\|28.85\|27.95\|620995;2026-04-17\|29.00\|0.80\|28.46\|29.21\|28.38\|618917;2026-04-20\|29.10\|0.34\|29.00\|29.56\|28.85\|632543;2026-04-21\|28.85\|-0.86\|28.88\|29.05\|28.24\|495424;2026-04-22\|29.46\|2.11\|28.85\|29.49\|28.58\|675951;2026-04-23\|28.73\|-2.48\|29.80\|29.88\|28.30\|721938;2026-04-24\|28.85\|0.42\|28.50\|29.25\|28.16\|654102;2026-04-27\|29.29\|1.53\|29.32\|29.60\|29.00\|728591;2026-04-28\|28.60\|-2.36\|29.20\|29.58\|28.50\|657330;2026-04-29\|29.23\|2.20\|28.15\|29.34\|28.00\|846180;2026-04-30\|29.22\|-0.03\|29.58\|29.67\|28.78\|731466;2026-05-06\|30.72\|5.13\|30.20\|31.38\|30.20\|1260805;2026-05-07\|31.54\|2.67\|30.86\|31.93\|30.65\|1236259;2026-05-08\|31.02\|-1.65\|30.88\|31.16\|30.46\|902211;2026-05-11\|32.97\|6.29\|32.12\|33.19\|31.81\|1513410;2026-05-12\|32.31\|-2.00\|32.74\|32.74\|31.85\|1075280;2026-05-13\|34.61\|7.12\|31.49\|34.99\|31.38\|1664107;2026-05-14\|34.34\|-0.78\|34.80\|36.00\|34.20\|1813680;2026-05-15\|33.66\|-1.98\|34.69\|35.19\|32.88\|1585596;2026-05-18\|37.03\|10.01\|35.80\|37.03\|35.40\|946944;2026-05-19\|37.67\|1.73\|37.03\|38.38\|35.95\|3013781;2026-05-20\|37.85\|0.48\|38.38\|39.99\|37.76\|3009780;2026-05-21\|36.37\|-3.91\|38.44\|39.29\|36.08\|2510973;2026-05-22\|37.73\|3.74\|37.22\|37.98\|35.90\|1912396;2026-05-25\|41.15\|9.06\|38.21\|41.50\|37.80\|2379398;2026-05-26\|42.75\|3.89\|41.50\|45.13\|38.71\|2684536;2026-05-27\|43.98\|2.88\|47.03\|47.03\|41.90\|3059922;2026-05-28\|42.65\|-3.02\|42.11\|43.88\|41.50\|2215395;2026-05-29\|39.79\|-6.71\|42.37\|43.85\|38.59\|2284569;2026-06-01\|36.43\|-8.44\|39.01\|39.70\|36.28\|1815753;2026-06-02\|37.18\|2.06\|36.55\|37.84\|35.17\|1568443;2026-06-03\|38.30\|3.01\|37.35\|39.79\|37.31\|1880732;2026-06-04\|39.68\|3.60\|37.51\|40.35\|37.50\|1662805;2026-06-05\|38.13\|-3.91\|38.68\|39.30\|37.68\|1362653;2026-06-08\|35.37\|-7.24\|35.70\|37.03\|34.85\|1186883;2026-06-09\|37.54\|6.14\|36.25\|37.58\|35.79\|1121731;2026-06-10\|38.56\|2.72\|36.70\|39.32\|36.28\|1447768;2026-06-11\|39.08\|1.93\|37.78\|39.48\|37.38\|1298237;2026-06-12\|37.09\|-5.09\|40.42\|40.55\|36.80\|1445141;2026-06-15\|39.47\|6.42\|37.88\|39.50\|36.46\|1327926;2026-06-16\|40.77\|3.29\|39.75\|41.34\|39.74\|1563360;2026-06-17\|42.91\|5.25\|39.85\|42.96\|39.85\|1654931;2026-06-18\|44.04\|2.63\|42.85\|46.18\|42.31\|1886099;2026-06-22\|46.68\|5.99\|45.36\|47.00\|44.08\|1925259;2026-06-23\|45.70\|-2.10\|46.05\|48.65\|44.10\|1773392;2026-06-24\|50.27\|10.00\|44.36\|50.27\|44.36\|1909993;2026-06-25\|53.20\|5.83\|52.80\|54.27\|52.00\|2244946;2026-06-26\|53.51\|0.58\|53.00\|57.63\|52.22\|2272892;2026-06-29\|58.86\|10.00\|56.00\|58.86\|55.55\|2396366;2026-06-30\|64.27\|9.19\|59.45\|64.75\|57.60\|2661147;2026-07-01\|62.26\|-3.13\|63.53\|66.20\|59.59\|3101965;2026-07-02\|56.03\|-10.01\|56.65\|58.00\|56.03\|1761593;2026-07-03\|55.91\|-0.21\|53.00\|57.69\|51.09\|2351311;2026-07-06\|53.30\|-4.67\|55.90\|57.01\|52.54\|1644910;2026-07-07\|54.07\|1.44\|52.50\|56.15\|51.50\|1699884;2026-07-08\|51.13\|-5.44\|54.10\|55.00\|49.33\|1630632;2026-07-09\|56.24\|9.99\|52.93\|56.24\|52.82\|1845381;2026-07-10\|57.91\|2.97\|59.88\|61.86\|57.90\|3031016
117485	苹果寻求获准从长鑫存储购买内存芯片	半导体洁净室+PCB+可转债批复行业原因：光大证券指出，一系列经济数据表明，人工智能基础设施的持续高涨，使高端算力芯片和存储芯片等算力建设硬件方面的需求成为最确定的主线。公司原因： 1、据2026年6月17日公告，公司向不特定对象发行可转换公司债券申请获得上海证券交易所上市审核委员会审核通过，拟募资用于含泰国项目在内的高科技产业专项工程。 2、据2026年5月29日机构调研，公司已陆续在泰国、越南和大陆市场承接来自PCB行业的洁净室工程订单，2025年度境外营收12.54亿元，同比增长85.11%，占总营收比例提升至41.99%。 3、据2026年6月27日异常波动公告，公司主营洁净室系统集成工程，具备半导体全产业链洁净室施工能力，服务涵盖IC制造、封测等环节，与下游头部客户建立长期合作。	公司提供英诺赛科（苏州）半导体禅额眼帘洁净室工程服务，核心技术覆盖气流管理、微分子污染控制等领域，已实现量产配套	2026-03-03\|127.44\|-10.00\|141.63\|141.66\|127.44\|40265;2026-03-04\|122.25\|-4.07\|115.22\|126.61\|115.22\|35785;2026-03-05\|112.00\|-8.38\|127.14\|127.63\|111.81\|75924;2026-03-06\|108.52\|-3.11\|113.79\|114.50\|108.28\|55640;2026-03-09\|107.60\|-0.85\|106.60\|108.25\|103.21\|38119;2026-03-10\|110.75\|2.93\|110.98\|111.97\|108.00\|38961;2026-03-11\|106.51\|-3.83\|111.00\|112.12\|105.81\|32679;2026-03-12\|104.64\|-1.76\|106.00\|107.50\|102.60\|26832;2026-03-13\|108.00\|3.21\|106.00\|111.90\|105.66\|61899;2026-03-16\|114.90\|6.39\|106.00\|116.95\|104.01\|69283;2026-03-17\|122.49\|6.61\|114.82\|126.18\|108.60\|85712;2026-03-18\|117.42\|-4.14\|116.00\|120.20\|111.59\|58222;2026-03-19\|111.24\|-5.26\|112.22\|116.20\|109.20\|37946;2026-03-20\|109.92\|-1.19\|111.20\|116.88\|109.91\|41179;2026-03-23\|104.20\|-5.20\|103.18\|109.53\|103.18\|34316;2026-03-24\|111.23\|6.75\|106.64\|112.40\|104.01\|40354;2026-03-25\|118.51\|6.54\|112.08\|122.35\|111.42\|62764;2026-03-26\|116.71\|-1.52\|118.96\|123.87\|112.50\|54767;2026-03-27\|112.72\|-3.42\|112.11\|113.80\|108.00\|31444;2026-03-30\|111.35\|-1.22\|112.72\|117.71\|110.60\|36930;2026-03-31\|104.90\|-5.79\|112.00\|113.00\|104.56\|34501;2026-04-01\|107.32\|2.31\|108.10\|111.21\|104.80\|34026;2026-04-02\|99.72\|-7.08\|107.00\|108.10\|98.88\|37847;2026-04-03\|97.76\|-1.97\|100.00\|100.30\|96.07\|26720;2026-04-07\|96.64\|-1.15\|97.77\|100.77\|96.12\|20621;2026-04-08\|102.47\|6.03\|99.52\|102.51\|99.00\|30591;2026-04-09\|107.00\|4.42\|100.57\|109.05\|99.66\|48617;2026-04-10\|106.41\|-0.55\|107.60\|109.51\|105.30\|38568;2026-04-13\|110.72\|4.05\|105.04\|113.68\|105.00\|47501;2026-04-14\|110.82\|0.09\|110.55\|114.03\|108.30\|41827;2026-04-15\|110.39\|-0.39\|109.58\|112.93\|108.58\|28556;2026-04-16\|111.08\|0.63\|109.02\|112.97\|107.43\|33147;2026-04-17\|113.50\|2.18\|112.30\|114.51\|107.80\|38326;2026-04-20\|110.92\|-2.27\|111.90\|114.48\|109.69\|26711;2026-04-21\|108.18\|-2.47\|110.89\|116.66\|108.00\|36029;2026-04-22\|108.65\|0.43\|108.01\|111.48\|107.05\|34182;2026-04-23\|104.57\|-3.76\|107.84\|109.66\|103.03\|28306;2026-04-24\|104.18\|-0.37\|103.00\|108.00\|103.00\|19074;2026-04-27\|102.85\|-1.28\|105.05\|105.10\|101.51\|19557;2026-04-28\|99.76\|-3.00\|102.58\|102.98\|99.12\|20525;2026-04-29\|100.15\|0.39\|99.69\|101.24\|98.26\|17463;2026-04-30\|98.00\|-2.15\|99.00\|100.00\|97.18\|19154;2026-05-06\|101.00\|3.06\|99.36\|104.26\|99.00\|29964;2026-05-07\|103.88\|2.85\|101.02\|105.00\|99.69\|34952;2026-05-08\|102.85\|-0.99\|102.11\|104.97\|101.00\|20673;2026-05-11\|106.20\|3.26\|104.00\|108.78\|103.68\|32830;2026-05-12\|102.99\|-3.02\|106.00\|106.95\|101.30\|29417;2026-05-13\|104.41\|1.38\|102.60\|106.29\|100.90\|23083;2026-05-14\|106.79\|2.28\|104.40\|109.63\|101.62\|39472;2026-05-15\|110.75\|3.71\|105.97\|114.99\|105.50\|60045;2026-05-18\|110.98\|0.21\|110.85\|113.98\|108.30\|49849;2026-05-19\|122.08\|10.00\|115.00\|122.08\|107.00\|52947;2026-05-20\|128.21\|5.02\|123.50\|133.95\|120.09\|66562;2026-05-21\|115.39\|-10.00\|124.50\|126.58\|115.39\|51684;2026-05-22\|112.82\|-2.23\|115.30\|116.55\|107.10\|42366;2026-05-25\|109.68\|-2.78\|113.04\|114.05\|108.00\|31840;2026-05-26\|104.20\|-5.00\|108.18\|108.40\|100.03\|38223;2026-05-27\|112.38\|7.85\|104.21\|114.49\|104.03\|46211;2026-05-28\|112.45\|0.06\|111.15\|114.38\|110.17\|30376;2026-05-29\|103.66\|-7.82\|113.85\|114.00\|103.25\|33138;2026-06-01\|101.64\|-1.95\|102.35\|106.23\|101.06\|19504;2026-06-02\|98.97\|-2.63\|100.51\|102.60\|96.10\|24939;2026-06-03\|97.19\|-1.80\|98.98\|100.46\|96.50\|29047;2026-06-04\|100.10\|2.99\|96.72\|101.20\|94.00\|24874;2026-06-05\|101.02\|0.92\|100.29\|104.61\|98.01\|28523;2026-06-08\|96.85\|-4.13\|93.00\|103.00\|93.00\|20403;2026-06-09\|106.54\|10.01\|97.58\|106.54\|97.58\|20786;2026-06-10\|106.12\|-0.39\|108.70\|115.70\|106.00\|70031;2026-06-11\|115.03\|8.40\|104.85\|115.06\|103.69\|66540;2026-06-12\|113.27\|-0.97\|115.99\|118.50\|111.01\|56969;2026-06-15\|111.88\|-1.23\|112.00\|113.17\|106.90\|42303;2026-06-16\|115.18\|2.95\|111.00\|115.32\|107.76\|49512;2026-06-17\|120.16\|4.32\|111.72\|123.22\|110.00\|57302;2026-06-18\|112.84\|-6.09\|117.00\|119.88\|110.56\|42622;2026-06-22\|110.19\|-2.35\|112.84\|114.01\|106.77\|35107;2026-06-23\|110.45\|0.24\|108.00\|114.00\|106.40\|29196;2026-06-24\|117.60\|6.47\|112.30\|120.60\|111.39\|55201;2026-06-25\|123.25\|4.80\|122.00\|129.33\|120.53\|62976;2026-06-26\|135.58\|10.00\|123.21\|135.58\|120.55\|36841;2026-06-29\|149.14\|10.00\|140.30\|149.14\|134.97\|85054;2026-06-30\|146.50\|-1.77\|153.00\|157.00\|142.50\|77525;2026-07-01\|144.00\|-1.71\|148.00\|149.35\|141.57\|55752;2026-07-02\|129.60\|-10.00\|135.00\|143.75\|129.60\|53580;2026-07-03\|125.40\|-3.24\|129.60\|130.70\|124.00\|40506;2026-07-06\|119.12\|-5.01\|127.35\|127.49\|116.00\|28949;2026-07-07\|115.56\|-2.99\|118.00\|119.92\|114.05\|29214;2026-07-08\|113.60\|-1.70\|115.77\|119.23\|109.20\|30607;2026-07-09\|113.61\|0.01\|114.47\|117.39\|109.40\|31489;2026-07-10\|114.99\|1.21\|115.99\|122.16\|113.87\|61828
117484	苹果寻求获准从长鑫存储购买内存芯片	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-03-03\|259.60\|-5.75\|268.03\|281.82\|257.02\|18958;2026-03-04\|256.35\|-1.25\|255.01\|262.79\|253.88\|12790;2026-03-05\|268.09\|4.58\|262.00\|273.73\|260.25\|20322;2026-03-06\|268.55\|0.17\|263.68\|273.18\|263.68\|14420;2026-03-09\|265.27\|-1.22\|263.50\|272.00\|258.83\|20378;2026-03-10\|271.40\|2.31\|270.00\|275.88\|265.31\|15546;2026-03-11\|244.26\|-10.00\|274.43\|274.68\|244.26\|46102;2026-03-12\|240.86\|-1.39\|240.22\|250.46\|238.01\|32687;2026-03-13\|235.01\|-2.43\|237.01\|241.56\|235.01\|16283;2026-03-16\|245.67\|4.54\|234.59\|248.54\|232.11\|23117;2026-03-17\|240.93\|-1.93\|245.68\|247.55\|240.30\|10090;2026-03-18\|249.50\|3.56\|243.00\|252.90\|241.41\|12764;2026-03-19\|247.05\|-0.98\|245.98\|253.80\|242.68\|14486;2026-03-20\|243.60\|-1.40\|247.80\|251.98\|240.93\|12461;2026-03-23\|225.40\|-7.47\|237.51\|240.00\|223.41\|13351;2026-03-24\|235.83\|4.63\|229.87\|238.56\|223.00\|14174;2026-03-25\|251.30\|6.56\|238.78\|251.88\|237.50\|21048;2026-03-26\|256.79\|2.18\|250.38\|268.78\|248.60\|30612;2026-03-27\|258.79\|0.78\|252.50\|262.65\|247.01\|19992;2026-03-30\|284.67\|10.00\|255.00\|284.67\|252.46\|24361;2026-03-31\|270.33\|-5.04\|288.20\|290.00\|265.34\|31401;2026-04-01\|278.88\|3.16\|279.92\|297.00\|272.07\|32846;2026-04-02\|272.00\|-2.47\|277.61\|277.78\|267.05\|15045;2026-04-03\|263.32\|-3.19\|270.36\|275.46\|260.66\|15478;2026-04-07\|266.47\|1.20\|263.32\|270.02\|263.00\|11018;2026-04-08\|287.50\|7.89\|276.01\|289.98\|270.90\|23205;2026-04-09\|315.18\|9.63\|276.55\|316.25\|273.60\|43096;2026-04-10\|308.49\|-2.12\|314.90\|318.49\|302.50\|28603;2026-04-13\|307.40\|-0.35\|304.52\|311.96\|299.00\|19901;2026-04-14\|338.14\|10.00\|308.00\|338.14\|305.23\|24696;2026-04-15\|333.66\|-1.32\|347.99\|349.00\|331.77\|22458;2026-04-16\|245.98\|7.02\|231.64\|252.84\|220.10\|52760;2026-04-17\|243.90\|-0.85\|250.90\|251.89\|239.01\|41540;2026-04-20\|240.78\|-1.28\|245.00\|248.80\|236.86\|36630;2026-04-21\|247.35\|2.73\|240.00\|249.89\|237.30\|31926;2026-04-22\|249.89\|1.03\|248.50\|250.88\|241.50\|28017;2026-04-23\|246.44\|-1.38\|247.76\|253.20\|243.60\|25092;2026-04-24\|248.59\|0.87\|244.44\|258.00\|244.44\|33259;2026-04-27\|255.35\|2.72\|248.80\|255.97\|239.00\|43444;2026-04-28\|266.90\|4.52\|250.21\|275.00\|246.05\|38999;2026-04-29\|252.61\|-5.35\|262.38\|268.00\|248.89\|33942;2026-04-30\|254.85\|0.89\|250.65\|263.20\|249.00\|29673;2026-05-06\|258.02\|1.24\|259.44\|265.50\|249.88\|36616;2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526
117483	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-03-03\|51.55\|-4.68\|53.63\|55.07\|51.51\|24945;2026-03-04\|55.21\|7.10\|51.02\|55.40\|51.02\|44019;2026-03-05\|54.27\|-1.70\|56.20\|57.26\|53.96\|30191;2026-03-06\|53.99\|-0.52\|53.88\|54.59\|53.08\|19424;2026-03-09\|52.36\|-3.02\|52.98\|53.63\|50.80\|25513;2026-03-10\|52.70\|0.65\|52.90\|53.30\|51.88\|22096;2026-03-11\|52.17\|-1.01\|52.50\|53.68\|51.86\|19353;2026-03-12\|49.97\|-4.22\|51.91\|51.91\|49.80\|24905;2026-03-13\|49.30\|-1.34\|49.97\|50.50\|49.15\|19250;2026-03-16\|49.77\|0.95\|49.77\|50.00\|48.29\|19260;2026-03-17\|48.61\|-2.33\|50.00\|50.00\|48.40\|23919;2026-03-18\|48.95\|0.70\|49.07\|49.20\|48.10\|15786;2026-03-19\|47.72\|-2.51\|48.36\|48.88\|47.55\|15896;2026-03-20\|47.33\|-0.82\|47.90\|49.50\|47.21\|18763;2026-03-23\|45.02\|-4.88\|46.50\|46.62\|44.35\|27508;2026-03-24\|46.55\|3.40\|45.45\|46.76\|44.97\|24522;2026-03-25\|51.21\|10.01\|46.98\|51.21\|46.49\|51481;2026-03-26\|53.35\|4.18\|51.27\|54.50\|51.27\|72513;2026-03-27\|54.39\|1.95\|52.94\|54.50\|52.20\|48012;2026-03-30\|55.21\|1.51\|53.60\|55.80\|53.20\|38350;2026-03-31\|55.70\|0.89\|55.01\|57.35\|54.78\|42594;2026-04-01\|55.79\|0.16\|56.70\|56.80\|55.02\|32934;2026-04-02\|56.26\|0.84\|55.70\|57.60\|55.64\|29641;2026-04-03\|54.50\|-3.13\|56.88\|56.88\|53.20\|38050;2026-04-07\|53.04\|-2.68\|54.44\|54.49\|52.94\|20833;2026-04-08\|55.52\|4.68\|54.00\|56.10\|53.21\|26971;2026-04-09\|55.61\|0.16\|55.00\|56.17\|54.61\|18036;2026-04-10\|54.87\|-1.33\|56.00\|56.39\|54.83\|16825;2026-04-13\|53.56\|-2.39\|55.18\|55.35\|53.50\|25672;2026-04-14\|56.98\|6.39\|54.52\|57.05\|54.09\|54931;2026-04-15\|54.53\|-4.30\|58.00\|58.23\|53.58\|48019;2026-04-16\|54.25\|-0.51\|55.07\|56.00\|53.61\|34807;2026-04-17\|55.91\|3.06\|54.25\|56.46\|53.20\|38239;2026-04-20\|56.55\|1.14\|55.91\|57.29\|54.99\|36745;2026-04-21\|56.71\|0.28\|56.11\|56.80\|55.36\|21017;2026-04-22\|57.00\|0.51\|56.46\|57.44\|55.73\|25767;2026-04-23\|56.48\|-0.91\|57.00\|57.93\|56.00\|20228;2026-04-24\|55.86\|-1.10\|55.81\|56.85\|55.38\|16756;2026-04-27\|57.07\|2.17\|56.56\|58.50\|55.86\|48811;2026-04-28\|55.22\|-3.24\|56.64\|56.66\|55.00\|28899;2026-04-29\|55.30\|0.14\|53.80\|56.29\|53.31\|32396;2026-04-30\|57.84\|4.59\|55.55\|58.88\|55.06\|44896;2026-05-06\|57.64\|-0.35\|58.32\|58.80\|56.75\|45007;2026-05-07\|56.99\|-1.13\|57.98\|58.27\|56.70\|30485;2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984
117482	苹果寻求获准从长鑫存储购买内存芯片	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：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6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-03-03\|16.26\|-8.86\|17.93\|18.43\|16.18\|296726;2026-03-04\|16.04\|-1.35\|15.77\|16.42\|15.72\|116756;2026-03-05\|16.23\|1.18\|16.26\|16.75\|16.02\|125724;2026-03-06\|15.98\|-1.54\|16.11\|16.27\|15.96\|111142;2026-03-09\|15.57\|-2.57\|15.50\|15.64\|15.02\|130571;2026-03-10\|16.02\|2.89\|15.87\|16.16\|15.77\|107814;2026-03-11\|15.68\|-2.12\|16.01\|16.20\|15.66\|90367;2026-03-12\|15.45\|-1.47\|15.86\|15.97\|15.40\|94051;2026-03-13\|15.68\|1.49\|15.40\|16.12\|15.40\|139240;2026-03-16\|16.26\|3.70\|15.54\|16.51\|15.46\|174670;2026-03-17\|16.63\|2.28\|16.26\|17.24\|15.90\|252316;2026-03-18\|15.98\|-3.91\|16.50\|16.86\|15.59\|202665;2026-03-19\|16.29\|1.94\|15.58\|16.93\|15.42\|215267;2026-03-20\|17.26\|5.95\|16.26\|17.92\|16.25\|512448;2026-03-23\|17.06\|-1.16\|17.27\|18.20\|17.00\|449776;2026-03-24\|17.59\|3.11\|17.49\|18.07\|17.06\|281732;2026-03-25\|19.35\|10.01\|17.85\|19.35\|17.51\|301432;2026-03-26\|18.28\|-5.53\|19.20\|19.66\|18.00\|468219;2026-03-27\|18.30\|0.11\|17.72\|18.62\|17.58\|285282;2026-03-30\|18.16\|-0.77\|17.97\|18.33\|17.74\|167373;2026-03-31\|17.14\|-5.62\|17.92\|17.99\|17.05\|177013;2026-04-01\|18.85\|9.98\|17.60\|18.85\|17.60\|166143;2026-04-02\|18.92\|0.37\|19.00\|19.48\|18.37\|335604;2026-04-03\|19.48\|2.96\|19.11\|20.25\|19.11\|357421;2026-04-07\|21.43\|10.01\|19.76\|21.43\|19.70\|429998;2026-04-08\|22.44\|4.71\|22.44\|23.16\|21.80\|505110;2026-04-09\|24.68\|9.98\|22.44\|24.68\|21.75\|387876;2026-04-10\|24.90\|0.89\|25.19\|25.50\|23.93\|542728;2026-04-13\|24.55\|-1.41\|24.09\|25.17\|23.78\|332702;2026-04-14\|23.85\|-2.85\|24.31\|24.96\|23.61\|303018;2026-04-15\|25.87\|8.47\|23.88\|26.24\|23.88\|392674;2026-04-16\|25.50\|-1.43\|24.80\|26.00\|24.80\|280290;2026-04-17\|24.87\|-2.47\|25.38\|26.15\|24.60\|220330;2026-04-20\|24.55\|-1.29\|24.85\|25.20\|24.12\|216776;2026-04-21\|23.99\|-2.28\|24.46\|24.67\|23.96\|149018;2026-04-22\|23.54\|-1.88\|24.26\|24.40\|22.87\|250840;2026-04-23\|23.34\|-0.85\|23.78\|23.88\|23.05\|191754;2026-04-24\|22.95\|-1.67\|23.30\|23.80\|22.86\|164219;2026-04-27\|22.97\|0.09\|23.09\|23.37\|22.73\|177200;2026-04-28\|22.05\|-4.01\|23.10\|23.37\|21.98\|194501;2026-04-29\|23.34\|5.85\|22.05\|23.75\|22.01\|350759;2026-04-30\|22.78\|-2.40\|23.13\|23.40\|22.50\|197962;2026-05-06\|23.76\|4.30\|23.13\|23.92\|23.00\|347465;2026-05-07\|24.98\|5.13\|23.55\|25.15\|23.19\|412531;2026-05-08\|25.68\|2.80\|24.52\|26.70\|24.33\|315657;2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369
117481	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判进入实质性阶段提振中药龙头估值；涨停缘由：公司五大核心产品五子衍宗丸、乌鸡白凤丸等具备临床刚需与品牌壁垒，有望优先纳入商保特药目录及医保谈判扩容范围；资金逻辑：医药板块整体回暖，资金回流低估值、高分红、强现金流的中药白马，北向资金近期持续增持；风险提示：政策落地节奏与产品实际进目录进度存在不确定性，短期涨幅已透支部分预期	中药老字号，产品包括五子衍宗丸、同仁乌鸡白凤丸、国公酒、坤宝丸、锁阳固精丸五大核心	2026-03-03\|30.38\|0.00\|30.36\|30.72\|30.32\|72425;2026-03-04\|29.71\|-2.21\|30.28\|30.30\|29.60\|117524;2026-03-05\|29.72\|0.03\|29.82\|29.99\|29.63\|54285;2026-03-06\|30.02\|1.01\|29.66\|30.04\|29.61\|48423;2026-03-09\|29.84\|-0.60\|29.80\|29.94\|29.65\|48583;2026-03-10\|30.05\|0.70\|29.90\|30.06\|29.86\|46091;2026-03-11\|30.22\|0.57\|30.04\|30.22\|29.89\|47026;2026-03-12\|30.07\|-0.50\|30.16\|30.26\|29.95\|42302;2026-03-13\|29.95\|-0.40\|30.00\|30.16\|29.95\|39309;2026-03-16\|30.16\|0.70\|29.95\|30.38\|29.90\|66117;2026-03-17\|30.18\|0.07\|30.17\|30.47\|30.10\|59363;2026-03-18\|30.06\|-0.40\|30.25\|30.27\|29.93\|45626;2026-03-19\|29.86\|-0.67\|29.98\|30.10\|29.79\|45302;2026-03-20\|29.70\|-0.54\|29.80\|29.98\|29.65\|48600;2026-03-23\|28.62\|-3.64\|29.56\|29.58\|28.51\|106848;2026-03-24\|28.60\|-0.07\|28.98\|29.00\|28.41\|66704;2026-03-25\|28.60\|0.00\|28.60\|28.69\|28.45\|70366;2026-03-26\|28.34\|-0.91\|28.60\|28.82\|28.21\|60225;2026-03-27\|28.28\|-0.21\|28.07\|28.31\|27.78\|111717;2026-03-30\|28.19\|-0.32\|27.98\|28.21\|27.72\|74624;2026-03-31\|27.78\|-1.45\|28.06\|28.38\|27.69\|88390;2026-04-01\|28.66\|3.17\|27.93\|28.80\|27.92\|121236;2026-04-02\|28.22\|-1.54\|28.60\|28.78\|28.13\|77010;2026-04-03\|27.83\|-1.38\|28.12\|28.20\|27.71\|70772;2026-04-07\|27.57\|-0.93\|27.84\|27.97\|27.50\|50934;2026-04-08\|28.08\|1.85\|27.85\|28.08\|27.71\|59673;2026-04-09\|27.63\|-1.60\|28.02\|28.02\|27.54\|66269;2026-04-10\|27.80\|0.62\|27.69\|27.94\|27.60\|45616;2026-04-13\|27.66\|-0.50\|27.65\|27.66\|27.51\|36426;2026-04-14\|28.04\|1.37\|27.71\|28.05\|27.61\|55066;2026-04-15\|28.05\|0.04\|28.07\|28.15\|27.95\|52970;2026-04-16\|27.94\|-0.39\|28.05\|28.08\|27.82\|42478;2026-04-17\|27.73\|-0.75\|27.87\|27.87\|27.68\|39262;2026-04-20\|27.73\|0.00\|27.74\|27.79\|27.63\|34320;2026-04-21\|27.79\|0.22\|27.75\|27.86\|27.68\|36960;2026-04-22\|27.62\|-0.61\|27.79\|27.79\|27.57\|63560;2026-04-23\|27.69\|0.25\|27.60\|27.78\|27.55\|41993;2026-04-24\|27.62\|-0.25\|27.64\|27.72\|27.52\|37800;2026-04-27\|27.32\|-1.09\|27.58\|27.59\|27.18\|60795;2026-04-28\|27.32\|0.00\|27.30\|27.50\|27.28\|35210;2026-04-29\|27.39\|0.26\|27.30\|27.45\|27.28\|34041;2026-04-30\|27.77\|1.39\|27.50\|28.16\|27.48\|90888;2026-05-06\|27.64\|-0.47\|27.85\|27.85\|27.50\|80495;2026-05-07\|27.59\|-0.18\|27.64\|27.74\|27.51\|51737;2026-05-08\|27.72\|0.47\|27.66\|27.80\|27.55\|50659;2026-05-11\|27.93\|0.76\|27.68\|27.99\|27.40\|116019;2026-05-12\|28.07\|0.50\|27.90\|28.45\|27.82\|104992;2026-05-13\|27.77\|-1.07\|28.04\|28.04\|27.68\|62347;2026-05-14\|27.56\|-0.76\|27.76\|27.90\|27.42\|63080;2026-05-15\|27.30\|-0.94\|27.51\|27.59\|27.27\|51864;2026-05-18\|26.30\|-3.66\|27.18\|27.20\|26.10\|148104;2026-05-19\|26.13\|-0.65\|26.30\|26.39\|26.06\|61461;2026-05-20\|25.90\|-0.88\|26.10\|26.11\|25.60\|65202;2026-05-21\|25.53\|-1.43\|25.90\|26.06\|25.53\|60655;2026-05-22\|25.22\|-1.21\|25.55\|25.64\|25.13\|62071;2026-05-25\|25.25\|0.12\|25.22\|25.32\|25.01\|55351;2026-05-26\|25.23\|-0.08\|25.28\|25.48\|25.07\|52698;2026-05-27\|25.30\|0.28\|25.14\|25.38\|24.51\|105084;2026-05-28\|24.88\|-1.66\|25.10\|25.35\|24.80\|60380;2026-05-29\|25.65\|3.09\|24.80\|26.37\|24.80\|167640;2026-06-01\|26.04\|1.52\|25.84\|26.09\|25.55\|94396;2026-06-02\|25.66\|-1.46\|25.92\|26.34\|25.66\|79274;2026-06-03\|25.23\|-1.68\|25.59\|25.60\|25.08\|83390;2026-06-04\|24.85\|-1.51\|25.23\|25.40\|24.72\|54651;2026-06-05\|25.03\|0.72\|24.84\|25.38\|24.84\|50356;2026-06-08\|24.51\|-2.08\|25.03\|25.29\|24.43\|71826;2026-06-09\|24.50\|-0.04\|24.50\|24.67\|24.25\|45929;2026-06-10\|24.57\|0.29\|24.53\|24.68\|24.36\|50591;2026-06-11\|24.30\|-1.10\|24.54\|24.68\|24.11\|62466;2026-06-12\|24.95\|2.67\|24.39\|25.02\|24.15\|91734;2026-06-15\|24.83\|-0.48\|25.00\|25.00\|24.70\|54185;2026-06-16\|24.37\|-1.85\|24.84\|24.87\|24.36\|52425;2026-06-17\|23.94\|-1.76\|24.38\|24.44\|23.78\|76972;2026-06-18\|23.50\|-1.84\|23.89\|23.89\|23.42\|70166;2026-06-22\|23.55\|0.21\|23.39\|23.74\|22.93\|98228;2026-06-23\|23.61\|0.25\|23.40\|24.20\|23.36\|100028;2026-06-24\|22.95\|-2.80\|23.63\|23.85\|22.89\|97885;2026-06-25\|22.88\|-0.30\|22.73\|23.21\|22.41\|110120;2026-06-26\|22.39\|-2.14\|22.88\|23.04\|22.37\|72936;2026-06-29\|23.55\|5.18\|22.40\|23.88\|21.87\|178612;2026-06-30\|23.11\|-1.87\|23.46\|23.58\|22.87\|96113;2026-07-01\|23.25\|2.83\|22.70\|23.36\|22.61\|95870;2026-07-02\|23.28\|0.13\|23.25\|23.67\|22.97\|89731;2026-07-03\|23.36\|0.34\|23.44\|23.73\|23.19\|86713;2026-07-06\|23.71\|1.50\|23.25\|23.75\|23.02\|107531;2026-07-07\|23.09\|-2.61\|23.62\|23.66\|22.96\|72435;2026-07-08\|23.40\|1.34\|22.97\|23.55\|22.71\|84785;2026-07-09\|23.12\|-1.20\|23.31\|23.65\|22.93\|80262;2026-07-10\|23.68\|2.42\|23.07\|23.81\|22.70\|123378
117480	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：26价肺炎疫苗启动海外临床，多联多价疫苗平台价值获重估；涨停缘由：26价肺炎球菌结合疫苗在澳大利亚开展Ⅰ期临床，拓展全球高端疫苗市场空间；资金逻辑：疫苗板块低位反弹，该股获北向资金连续三日净买入，机构调研热度上升；风险提示：海外临床进展存在不确定性，后续数据读出时间及监管审批节奏影响股价弹性	26价肺炎球菌结合疫苗于澳大利亚启动Ⅰ期临床试验	2026-03-03\|15.98\|-3.91\|16.63\|16.75\|15.97\|273782;2026-03-04\|15.63\|-2.19\|15.89\|15.98\|15.58\|182543;2026-03-05\|15.69\|0.38\|15.92\|15.95\|15.65\|143843;2026-03-06\|16.16\|3.00\|15.64\|16.18\|15.60\|169027;2026-03-09\|16.17\|0.06\|15.95\|16.36\|15.90\|156153;2026-03-10\|16.20\|0.19\|16.23\|16.34\|16.13\|128763;2026-03-11\|16.15\|-0.31\|16.22\|16.25\|16.09\|105561;2026-03-12\|16.53\|2.35\|16.14\|16.79\|16.00\|308978;2026-03-13\|16.18\|-2.12\|16.40\|16.50\|16.18\|160922;2026-03-16\|16.40\|1.36\|16.20\|16.49\|16.18\|144304;2026-03-17\|16.28\|-0.73\|16.39\|16.62\|16.26\|141643;2026-03-18\|16.19\|-0.55\|16.24\|16.32\|16.05\|125892;2026-03-19\|15.90\|-1.79\|16.09\|16.21\|15.85\|143888;2026-03-20\|15.66\|-1.51\|15.95\|16.20\|15.61\|161725;2026-03-23\|14.79\|-5.56\|15.45\|15.45\|14.74\|243755;2026-03-24\|15.12\|2.23\|15.00\|15.13\|14.80\|148079;2026-03-25\|15.11\|-0.07\|15.09\|15.21\|15.02\|148989;2026-03-26\|14.78\|-2.18\|15.10\|15.25\|14.75\|136293;2026-03-27\|15.12\|2.30\|14.53\|15.15\|14.45\|162717;2026-03-30\|15.19\|0.46\|14.94\|15.29\|14.90\|138858;2026-03-31\|14.96\|-1.51\|15.25\|15.39\|14.96\|148501;2026-04-01\|16.02\|7.09\|15.18\|16.08\|15.01\|422699;2026-04-02\|15.68\|-2.12\|15.78\|15.95\|15.61\|224031;2026-04-03\|15.33\|-2.23\|15.95\|15.95\|14.99\|331174;2026-04-07\|15.78\|2.94\|15.32\|15.92\|14.93\|281607;2026-04-08\|15.95\|1.08\|15.91\|15.99\|15.76\|248437;2026-04-09\|15.64\|-1.94\|15.80\|16.08\|15.63\|201099;2026-04-10\|15.73\|0.58\|15.63\|15.93\|15.63\|166420;2026-04-13\|15.48\|-1.59\|15.65\|15.74\|15.41\|162229;2026-04-14\|15.88\|2.58\|15.58\|15.92\|15.41\|221773;2026-04-15\|15.76\|-0.76\|15.95\|16.05\|15.72\|161887;2026-04-16\|15.69\|-0.44\|15.72\|15.78\|15.58\|136315;2026-04-17\|15.47\|-1.40\|15.60\|15.65\|15.45\|124743;2026-04-20\|15.38\|-0.58\|15.42\|15.52\|15.30\|125034;2026-04-21\|15.25\|-0.85\|15.42\|15.62\|15.24\|124851;2026-04-22\|15.28\|0.20\|15.26\|15.49\|15.22\|116335;2026-04-23\|14.92\|-2.36\|15.26\|15.26\|14.92\|157835;2026-04-24\|14.80\|-0.80\|14.86\|15.08\|14.66\|137333;2026-04-27\|14.93\|0.88\|14.67\|14.97\|14.57\|137072;2026-04-28\|14.93\|0.00\|14.75\|15.49\|14.73\|233437;2026-04-29\|15.05\|0.80\|14.83\|15.14\|14.70\|146777;2026-04-30\|15.15\|0.66\|15.04\|15.35\|15.00\|151745;2026-05-06\|15.41\|1.72\|15.24\|15.58\|15.17\|188867;2026-05-07\|15.38\|-0.19\|15.45\|15.56\|15.18\|195886;2026-05-08\|15.47\|0.59\|15.42\|15.74\|15.39\|226219;2026-05-11\|16.45\|6.33\|15.43\|16.76\|15.43\|660629;2026-05-12\|15.80\|-3.95\|16.20\|16.30\|15.76\|390187;2026-05-13\|15.60\|-1.27\|15.70\|15.82\|15.53\|209719;2026-05-14\|15.09\|-3.27\|15.61\|15.86\|15.08\|249163;2026-05-15\|15.04\|-0.33\|15.09\|15.21\|14.95\|185406;2026-05-18\|14.80\|-1.60\|15.05\|15.10\|14.70\|151492;2026-05-19\|14.93\|0.88\|14.75\|14.99\|14.72\|117213;2026-05-20\|14.74\|-1.27\|14.86\|15.09\|14.71\|139591;2026-05-21\|14.49\|-1.70\|14.71\|14.99\|14.45\|176757;2026-05-22\|14.06\|-2.97\|14.49\|14.55\|14.00\|226055;2026-05-25\|13.69\|-2.63\|14.01\|14.14\|13.63\|229344;2026-05-26\|13.38\|-2.26\|13.62\|13.65\|13.21\|215665;2026-05-27\|13.78\|2.99\|13.39\|13.87\|13.11\|305436;2026-05-28\|13.71\|-0.51\|13.58\|13.92\|13.47\|200714;2026-05-29\|13.59\|-0.88\|13.68\|13.99\|13.59\|215811;2026-06-01\|13.70\|0.81\|13.57\|13.84\|13.40\|143489;2026-06-02\|13.33\|-2.70\|13.70\|13.71\|13.29\|151409;2026-06-03\|12.88\|-3.38\|13.25\|13.28\|12.84\|199022;2026-06-04\|12.46\|-3.26\|12.84\|12.95\|12.36\|223967;2026-06-05\|12.44\|-0.16\|12.58\|12.75\|12.44\|169059;2026-06-08\|11.93\|-4.10\|12.30\|12.52\|11.80\|236173;2026-06-09\|12.10\|1.43\|11.94\|12.16\|11.77\|188495;2026-06-10\|12.59\|4.05\|12.03\|12.84\|11.86\|316134;2026-06-11\|12.36\|-1.83\|12.40\|12.76\|12.26\|264663;2026-06-12\|12.36\|0.00\|12.36\|12.47\|12.16\|273672;2026-06-15\|12.36\|0.00\|12.38\|12.54\|12.21\|186533;2026-06-16\|12.48\|0.97\|12.36\|12.78\|12.27\|230035;2026-06-17\|12.61\|1.04\|12.48\|12.85\|12.45\|241238;2026-06-18\|12.21\|-3.17\|12.60\|12.69\|12.20\|254335;2026-06-22\|12.31\|0.82\|12.10\|12.32\|11.72\|276991;2026-06-23\|12.41\|0.81\|12.30\|12.72\|12.24\|285268;2026-06-24\|11.95\|-3.71\|12.41\|12.53\|11.95\|253312;2026-06-25\|12.00\|0.42\|11.85\|12.19\|11.56\|271072;2026-06-26\|11.38\|-5.17\|11.97\|12.12\|11.38\|248726;2026-06-29\|12.02\|5.62\|11.37\|12.04\|11.07\|388561;2026-06-30\|11.69\|-2.75\|11.88\|11.98\|11.57\|259206;2026-07-01\|12.37\|5.82\|11.68\|12.40\|11.48\|379607;2026-07-02\|12.17\|-1.62\|12.33\|12.59\|12.16\|298667;2026-07-03\|12.17\|0.00\|12.22\|12.45\|11.99\|251775;2026-07-06\|12.22\|0.41\|12.12\|12.45\|12.06\|283692;2026-07-07\|11.61\|-4.99\|12.01\|12.03\|11.59\|237619;2026-07-08\|11.43\|-1.55\|11.66\|11.78\|11.40\|179409;2026-07-09\|11.37\|-0.52\|11.38\|11.67\|11.18\|200844;2026-07-10\|12.17\|7.04\|11.36\|12.34\|11.16\|440905
117479	“医保+商保”双目录谈判进入实质性阶段	一季报大增+CRDMO+创新药行业原因： 4月27日晚，药明康德披露2026年一季报，一季度营收首次超越百亿元，营业收入、归母净利润均创下历史同期新高。公司原因： 1、据2026年4月28日一季报，公司Q1营收124.4亿元、同比增长28.8%，归母净利润46.52亿元、同比增长26.7%，均创同期新高，在手订单597.7亿元、同比增长23.6%。 2、据2026年4月28日一季报，化学业务收入106.2亿元、同比增长43.7%，其中小分子D&M收入69.3亿元、同比增长80.1%，TIDES业务预计全年增长约40%，产能利用率与盈利效率同步提升。 3、据2025年年度报告，公司CRDMO模式覆盖化学药研发至商业化生产，常州、泰兴及金山原料药基地零缺陷通过FDA检查，小分子原料药反应釜总体积已超4000kL，持续赋能全球创新药客户。	全球领先的"一体化、端到端"的新药研发服务平台；公司一季度营收突破124亿元，净利润同比增长26.68%，在手订单近600亿元	2026-03-03\|93.75\|-2.38\|96.32\|97.95\|93.68\|362723;2026-03-04\|92.02\|-1.85\|93.30\|94.38\|91.55\|296434;2026-03-05\|92.45\|0.47\|93.46\|94.17\|91.86\|261603;2026-03-06\|93.30\|0.92\|92.30\|94.25\|92.05\|268557;2026-03-09\|91.10\|-2.36\|91.70\|91.78\|89.10\|348440;2026-03-10\|94.15\|3.35\|92.50\|94.60\|92.40\|289137;2026-03-11\|92.89\|-1.34\|94.30\|94.95\|92.52\|250341;2026-03-12\|91.91\|-1.05\|92.89\|93.63\|91.01\|274974;2026-03-13\|90.87\|-1.13\|91.15\|92.15\|90.72\|227111;2026-03-16\|91.10\|0.25\|90.68\|91.52\|89.13\|278050;2026-03-17\|92.46\|1.49\|91.33\|94.58\|91.12\|408841;2026-03-18\|93.49\|1.11\|92.47\|93.55\|92.14\|232830;2026-03-19\|91.58\|-2.04\|92.00\|92.74\|91.24\|240717;2026-03-20\|90.90\|-0.74\|91.57\|93.59\|90.90\|250437;2026-03-23\|87.79\|-3.42\|89.31\|90.52\|87.09\|414038;2026-03-24\|93.68\|6.71\|90.00\|93.68\|90.00\|757180;2026-03-25\|94.02\|0.36\|94.63\|94.93\|92.98\|370141;2026-03-26\|94.73\|0.76\|94.45\|96.50\|94.23\|372559;2026-03-27\|97.00\|2.40\|93.90\|97.26\|93.81\|448900;2026-03-30\|96.61\|-0.40\|95.90\|96.91\|94.61\|369073;2026-03-31\|98.10\|1.54\|96.75\|100.21\|96.75\|526440;2026-04-01\|103.81\|5.82\|100.06\|104.11\|98.08\|790276;2026-04-02\|103.19\|-0.60\|103.00\|104.60\|102.28\|473332;2026-04-03\|99.99\|-3.10\|100.70\|101.35\|98.84\|457631;2026-04-07\|101.30\|1.31\|100.02\|103.26\|98.42\|337296;2026-04-08\|103.74\|2.41\|104.00\|104.33\|101.17\|462516;2026-04-09\|106.19\|2.36\|103.73\|107.68\|102.97\|477029;2026-04-10\|106.33\|0.13\|106.00\|107.66\|105.51\|323723;2026-04-13\|105.71\|-0.58\|105.80\|106.78\|104.91\|249609;2026-04-14\|106.55\|0.79\|106.71\|106.80\|104.12\|310174;2026-04-15\|106.83\|0.26\|108.30\|108.75\|105.44\|367846;2026-04-16\|105.66\|-1.10\|107.11\|107.88\|105.59\|347648;2026-04-17\|99.39\|-5.93\|105.00\|105.07\|99.27\|777282;2026-04-20\|99.76\|0.37\|99.39\|100.19\|98.32\|373939;2026-04-21\|98.55\|-1.21\|99.50\|99.99\|97.61\|299367;2026-04-22\|99.25\|0.71\|98.20\|99.80\|98.12\|270679;2026-04-23\|100.19\|0.95\|99.92\|101.27\|98.89\|356492;2026-04-24\|100.08\|-0.11\|99.03\|101.32\|98.29\|318338;2026-04-27\|100.52\|0.44\|99.96\|101.19\|99.16\|322196;2026-04-28\|110.57\|10.00\|110.50\|110.57\|108.02\|538372;2026-04-29\|111.18\|0.55\|111.00\|114.50\|109.92\|1040522;2026-04-30\|109.55\|-1.47\|110.00\|111.01\|106.62\|596825;2026-05-06\|109.00\|-0.50\|111.63\|111.74\|108.00\|540922;2026-05-07\|111.28\|2.09\|109.74\|112.31\|109.20\|480968;2026-05-08\|106.80\|-4.03\|110.01\|110.20\|106.70\|455336;2026-05-11\|108.72\|1.80\|106.65\|108.98\|105.50\|539195;2026-05-12\|110.33\|1.48\|108.00\|113.16\|107.74\|649941;2026-05-13\|108.92\|-1.28\|110.44\|111.16\|107.94\|351526;2026-05-14\|103.01\|-5.43\|110.00\|111.37\|103.00\|601413;2026-05-15\|103.13\|0.12\|104.77\|105.85\|102.62\|394487;2026-05-18\|102.05\|-1.05\|102.90\|103.82\|101.32\|274709;2026-05-19\|101.79\|-0.25\|102.00\|103.79\|101.20\|284165;2026-05-20\|103.10\|1.29\|101.40\|104.55\|101.21\|325473;2026-05-21\|104.23\|1.10\|103.11\|107.63\|102.73\|583266;2026-05-22\|103.98\|-0.24\|105.38\|105.45\|102.58\|332227;2026-05-25\|102.55\|-1.38\|103.00\|104.00\|101.30\|311856;2026-05-26\|104.11\|1.52\|102.00\|104.35\|100.61\|390969;2026-05-27\|102.63\|-1.42\|104.00\|104.28\|101.09\|372197;2026-05-28\|100.80\|-1.78\|102.48\|102.98\|99.80\|337441;2026-05-29\|101.60\|2.40\|100.80\|103.46\|99.44\|570781;2026-06-01\|99.99\|-1.58\|101.63\|104.39\|99.26\|529033;2026-06-02\|99.75\|-0.24\|99.98\|100.56\|96.08\|384078;2026-06-03\|98.85\|-0.90\|99.37\|100.30\|98.00\|341714;2026-06-04\|96.75\|-2.12\|98.25\|99.18\|96.40\|332222;2026-06-05\|96.56\|-0.20\|98.38\|100.24\|96.03\|424532;2026-06-08\|96.00\|-0.58\|95.72\|97.31\|94.06\|458456;2026-06-09\|93.48\|-2.62\|93.88\|93.88\|88.32\|824478;2026-06-10\|97.04\|3.81\|93.35\|97.36\|93.20\|576466;2026-06-11\|97.07\|0.03\|96.01\|97.60\|95.53\|329181;2026-06-12\|99.71\|2.72\|97.50\|99.90\|95.09\|612700;2026-06-15\|99.37\|-0.34\|99.10\|99.76\|97.84\|367699;2026-06-16\|98.16\|-1.22\|98.83\|100.00\|98.00\|271703;2026-06-17\|98.20\|0.04\|98.26\|98.79\|96.50\|273505;2026-06-18\|102.72\|4.60\|97.80\|104.33\|97.72\|569423;2026-06-22\|106.83\|4.00\|103.16\|106.97\|101.70\|571962;2026-06-23\|106.31\|-0.49\|107.00\|109.36\|105.76\|525084;2026-06-24\|115.40\|8.55\|106.90\|116.94\|106.90\|1098058;2026-06-25\|117.22\|1.58\|114.00\|118.50\|113.23\|764344;2026-06-26\|118.18\|0.82\|119.00\|121.07\|116.96\|684942;2026-06-29\|126.17\|6.76\|117.21\|126.80\|116.80\|1030535;2026-06-30\|124.51\|-1.32\|125.00\|126.80\|123.00\|793759;2026-07-01\|125.20\|0.55\|123.00\|126.66\|115.58\|1124768;2026-07-02\|121.30\|-3.12\|123.85\|129.15\|121.00\|844699;2026-07-03\|124.12\|2.32\|123.60\|125.06\|119.52\|712822;2026-07-06\|122.97\|-0.93\|123.01\|128.05\|122.00\|921698;2026-07-07\|118.30\|-3.80\|120.50\|122.95\|118.01\|665947;2026-07-08\|115.40\|-2.45\|118.39\|120.25\|115.31\|509875;2026-07-09\|121.07\|4.91\|115.01\|121.43\|114.52\|583217;2026-07-10\|123.30\|1.84\|120.00\|126.73\|120.00\|683076
117478	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判实质性推进叠加业绩高增长强化市场信心；涨停缘由：公司创新驱动全球化布局，上半年净利润同比增长38.96%，多款自研及合作产品处于商业化或临床关键阶段，商保支付有望加速创新药放量；资金逻辑：机构资金主导拉升，融资余额持续增加，ETF持仓环比上升，反映配置型资金回补意愿增强；风险提示：创新药研发周期长、投入大，部分在研管线进展不及预期可能影响估值修复持续性	创新驱动的全球化医药健康产业集团；上半年净利润同比增长38.96%	2026-03-03\|25.50\|-2.45\|26.10\|26.25\|25.45\|197494;2026-03-04\|25.01\|-1.92\|25.14\|25.40\|24.92\|177194;2026-03-05\|25.23\|0.88\|25.29\|25.50\|25.13\|115602;2026-03-06\|25.91\|2.70\|25.19\|25.92\|25.15\|154907;2026-03-09\|25.72\|-0.73\|25.70\|25.84\|25.46\|135916;2026-03-10\|26.17\|1.75\|25.85\|26.23\|25.84\|126244;2026-03-11\|25.97\|-0.76\|26.10\|26.16\|25.86\|131669;2026-03-12\|25.75\|-0.85\|25.97\|26.00\|25.58\|120028;2026-03-13\|25.55\|-0.78\|25.60\|25.84\|25.50\|110503;2026-03-16\|25.61\|0.23\|25.56\|25.77\|25.35\|96625;2026-03-17\|25.71\|0.39\|25.70\|26.10\|25.66\|142572;2026-03-18\|25.76\|0.19\|25.71\|25.80\|25.48\|96272;2026-03-19\|25.26\|-1.94\|25.55\|25.68\|25.18\|101226;2026-03-20\|24.86\|-1.58\|25.29\|25.54\|24.84\|124512;2026-03-23\|23.80\|-4.26\|24.51\|24.66\|23.61\|213837;2026-03-24\|24.31\|2.14\|24.10\|24.33\|23.80\|134875;2026-03-25\|25.36\|4.32\|24.98\|25.49\|24.80\|235389;2026-03-26\|25.29\|-0.28\|25.39\|25.65\|25.24\|142379;2026-03-27\|26.13\|3.32\|25.20\|26.18\|25.12\|227422;2026-03-30\|26.66\|2.03\|26.09\|26.72\|25.90\|324332;2026-03-31\|26.63\|-0.11\|26.71\|27.18\|26.60\|294973;2026-04-01\|27.07\|1.65\|26.94\|27.15\|26.51\|288363;2026-04-02\|27.06\|-0.04\|27.02\|27.35\|26.83\|320875;2026-04-03\|26.70\|-1.33\|26.73\|26.95\|26.62\|195764;2026-04-07\|26.68\|-0.07\|26.88\|27.00\|26.32\|167632;2026-04-08\|26.80\|0.45\|26.96\|27.04\|26.50\|213667;2026-04-09\|26.56\|-0.90\|26.64\|27.00\|26.46\|182252;2026-04-10\|26.48\|-0.30\|26.52\|26.77\|26.39\|153613;2026-04-13\|26.35\|-0.49\|26.33\|26.54\|26.18\|124640;2026-04-14\|26.46\|0.42\|26.33\|26.46\|26.01\|167254;2026-04-15\|26.80\|1.28\|26.91\|27.09\|26.55\|309835;2026-04-16\|26.70\|-0.37\|26.87\|26.87\|26.61\|158259;2026-04-17\|26.15\|-2.06\|26.60\|26.60\|26.07\|203199;2026-04-20\|25.87\|-1.07\|26.08\|26.12\|25.79\|150972;2026-04-21\|25.63\|-0.93\|25.87\|26.05\|25.53\|134746;2026-04-22\|25.59\|-0.16\|25.65\|25.82\|25.48\|176432;2026-04-23\|25.57\|-0.08\|25.67\|25.83\|25.48\|156610;2026-04-24\|25.38\|-0.74\|25.66\|25.67\|25.26\|122440;2026-04-27\|25.37\|-0.04\|25.30\|25.41\|25.22\|115903;2026-04-28\|25.30\|-0.28\|25.50\|25.89\|25.20\|246744;2026-04-29\|25.28\|-0.08\|25.46\|25.66\|25.06\|251895;2026-04-30\|24.89\|-1.54\|25.27\|25.27\|24.89\|276406;2026-05-06\|24.77\|-0.48\|24.83\|24.96\|24.68\|235099;2026-05-07\|24.73\|-0.16\|24.79\|24.97\|24.66\|207069;2026-05-08\|24.82\|0.36\|24.77\|24.90\|24.70\|194754;2026-05-11\|25.39\|2.30\|24.96\|25.42\|24.83\|395057;2026-05-12\|25.32\|-0.28\|25.30\|25.62\|24.96\|310544;2026-05-13\|24.97\|-1.38\|25.18\|25.26\|24.93\|194695;2026-05-14\|24.50\|-1.88\|25.02\|25.18\|24.50\|216529;2026-05-15\|24.13\|-1.51\|24.48\|24.62\|24.03\|189185;2026-05-18\|24.06\|-0.29\|24.09\|24.10\|23.77\|141763;2026-05-19\|24.19\|0.54\|24.02\|24.24\|23.99\|104478;2026-05-20\|24.02\|-0.70\|24.10\|24.25\|23.95\|109702;2026-05-21\|23.71\|-1.29\|24.06\|24.38\|23.68\|196034;2026-05-22\|23.40\|-1.31\|23.78\|23.85\|23.30\|214305;2026-05-25\|23.30\|-0.43\|23.37\|23.48\|23.08\|149513;2026-05-26\|23.17\|-0.56\|23.24\|23.36\|23.08\|115736;2026-05-27\|23.32\|0.65\|23.18\|23.50\|22.76\|227542;2026-05-28\|22.75\|-2.44\|23.21\|23.35\|22.64\|164019;2026-05-29\|23.25\|2.20\|22.77\|23.60\|22.77\|261665;2026-06-01\|22.99\|-1.12\|23.26\|23.60\|22.91\|250491;2026-06-02\|22.72\|-1.17\|22.95\|23.02\|22.65\|187444;2026-06-03\|22.18\|-2.38\|22.64\|22.77\|22.12\|246386;2026-06-04\|21.82\|-1.62\|22.20\|22.28\|21.68\|183953;2026-06-05\|22.02\|0.92\|22.09\|22.28\|21.99\|163752;2026-06-08\|21.65\|-1.68\|21.81\|22.17\|21.45\|161094;2026-06-09\|21.83\|0.83\|21.66\|21.86\|21.38\|115178;2026-06-10\|22.11\|1.28\|21.77\|22.15\|21.70\|153772;2026-06-11\|21.78\|-1.49\|22.00\|22.15\|21.67\|158037;2026-06-12\|22.36\|2.66\|21.85\|22.43\|21.69\|193665;2026-06-15\|22.31\|-0.22\|22.35\|22.56\|22.17\|167995;2026-06-16\|21.85\|-2.06\|22.31\|22.31\|21.85\|167196;2026-06-17\|21.58\|-1.24\|21.80\|21.95\|21.48\|183188;2026-06-18\|21.79\|0.97\|21.53\|22.08\|21.25\|202986;2026-06-22\|22.06\|1.24\|21.70\|22.08\|21.05\|238774;2026-06-23\|22.26\|0.91\|22.04\|22.78\|21.95\|318056;2026-06-24\|22.50\|1.08\|22.35\|22.87\|22.21\|334057;2026-06-25\|22.18\|-1.42\|22.18\|22.48\|21.62\|288670;2026-06-26\|21.21\|-4.37\|22.03\|22.41\|21.20\|262912;2026-06-29\|22.73\|7.17\|21.12\|22.75\|20.85\|513531;2026-06-30\|22.47\|-1.14\|22.73\|22.73\|22.07\|346056;2026-07-01\|23.12\|2.89\|22.21\|23.19\|21.90\|451176;2026-07-02\|23.03\|-0.39\|23.16\|23.63\|22.96\|381803;2026-07-03\|23.29\|1.13\|23.20\|23.53\|22.92\|297851;2026-07-06\|24.08\|3.39\|23.28\|24.24\|23.01\|532407;2026-07-07\|23.19\|-3.70\|23.82\|23.90\|23.19\|344080;2026-07-08\|22.95\|-1.03\|23.20\|23.65\|22.88\|238662;2026-07-09\|22.95\|0.00\|22.74\|23.38\|22.50\|266629;2026-07-10\|23.45\|2.18\|22.88\|23.74\|22.47\|377606
117477	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：眼科医疗龙头一季报稳健增长叠加药品价格机制新政催化，估值修复逻辑强化；涨停缘由：2026年一季度净利润同比增长12.46%；国务院办公厅发布《关于健全药品价格形成机制的若干意见》，利好规范化、规模化医疗服务机构；全国连锁布局持续深化，手术量与客单价双升；资金逻辑：医药板块资金回流明显，主力连续两日净流入，机构调仓加配消费医疗核心资产；风险提示：医保控费政策持续深化，部分项目价格调整压力犹存；异地扩张带来短期管理与整合成本上升	公司是中国最大规模的眼科医疗连锁机构；一季度净利润同比增长12.46%	2026-03-03\|10.34\|-0.48\|10.39\|10.52\|10.31\|817215;2026-03-04\|10.15\|-1.84\|10.26\|10.30\|10.13\|558295;2026-03-05\|10.18\|0.30\|10.26\|10.29\|10.15\|450628;2026-03-06\|10.32\|1.38\|10.14\|10.34\|10.12\|451568;2026-03-09\|10.26\|-0.58\|10.22\|10.29\|10.18\|428285;2026-03-10\|10.34\|0.78\|10.33\|10.37\|10.30\|450527;2026-03-11\|10.29\|-0.48\|10.35\|10.37\|10.25\|443771;2026-03-12\|10.15\|-1.36\|10.29\|10.29\|10.13\|647851;2026-03-13\|10.16\|0.10\|10.15\|10.23\|10.07\|438939;2026-03-16\|10.29\|1.28\|10.13\|10.30\|10.11\|539883;2026-03-17\|10.27\|-0.19\|10.29\|10.42\|10.26\|512607;2026-03-18\|10.21\|-0.58\|10.25\|10.29\|10.12\|430502;2026-03-19\|10.11\|-0.98\|10.15\|10.17\|10.08\|428592;2026-03-20\|9.98\|-1.29\|10.10\|10.15\|9.95\|513035;2026-03-23\|9.60\|-3.81\|9.87\|9.88\|9.56\|757735;2026-03-24\|9.69\|0.94\|9.70\|9.75\|9.62\|407551;2026-03-25\|9.72\|0.31\|9.70\|9.75\|9.68\|420610;2026-03-26\|9.42\|-3.09\|9.70\|9.72\|9.39\|677589;2026-03-27\|9.60\|1.91\|9.38\|9.62\|9.32\|549563;2026-03-30\|9.68\|0.83\|9.55\|9.70\|9.50\|478273;2026-03-31\|9.51\|-1.76\|9.68\|9.76\|9.51\|505524;2026-04-01\|9.69\|1.89\|9.65\|9.72\|9.55\|521870;2026-04-02\|9.64\|-0.52\|9.67\|9.78\|9.60\|565843;2026-04-03\|9.50\|-1.45\|9.63\|9.68\|9.49\|385795;2026-04-07\|9.41\|-0.95\|9.47\|9.51\|9.39\|313929;2026-04-08\|9.72\|3.29\|9.58\|9.72\|9.53\|605144;2026-04-09\|9.50\|-2.26\|9.64\|9.67\|9.48\|504770;2026-04-10\|9.61\|1.16\|9.51\|9.68\|9.51\|547389;2026-04-13\|9.62\|0.10\|9.55\|9.70\|9.52\|532638;2026-04-14\|9.62\|0.00\|9.63\|9.69\|9.51\|575842;2026-04-15\|9.62\|0.00\|9.66\|9.69\|9.60\|514196;2026-04-16\|9.58\|-0.42\|9.61\|9.64\|9.53\|533102;2026-04-17\|9.46\|-1.25\|9.55\|9.56\|9.45\|526745;2026-04-20\|9.67\|2.22\|9.46\|9.75\|9.42\|847980;2026-04-21\|9.69\|0.21\|9.69\|9.72\|9.58\|509598;2026-04-22\|9.86\|1.75\|9.66\|9.91\|9.63\|899277;2026-04-23\|10.41\|5.58\|9.84\|10.61\|9.79\|1941470;2026-04-24\|10.99\|5.57\|10.25\|11.29\|10.21\|3453572;2026-04-27\|10.88\|-1.00\|10.86\|10.99\|10.72\|1509883;2026-04-28\|11.08\|1.84\|10.89\|11.18\|10.81\|1712294;2026-04-29\|10.95\|-1.17\|11.01\|11.07\|10.88\|997677;2026-04-30\|10.78\|-1.55\|10.94\|11.03\|10.77\|1015009;2026-05-06\|10.77\|-0.09\|10.72\|10.82\|10.64\|948328;2026-05-07\|10.54\|-2.14\|10.76\|10.81\|10.49\|1052091;2026-05-08\|10.55\|0.09\|10.51\|10.73\|10.49\|678209;2026-05-11\|10.71\|1.52\|10.54\|10.76\|10.43\|1173315;2026-05-12\|10.56\|-1.40\|10.70\|10.71\|10.53\|636255;2026-05-13\|10.89\|3.12\|10.54\|10.99\|10.45\|1220320;2026-05-14\|10.78\|-1.01\|10.89\|10.99\|10.78\|906306;2026-05-15\|10.58\|-1.86\|10.74\|10.80\|10.49\|807959;2026-05-18\|10.19\|-3.69\|10.55\|10.55\|10.07\|979818;2026-05-19\|9.88\|-3.04\|10.22\|10.28\|9.79\|1232927;2026-05-20\|9.47\|-4.15\|9.78\|9.78\|9.42\|1507780;2026-05-21\|9.36\|-1.16\|9.41\|9.63\|9.24\|1245961;2026-05-22\|9.18\|-1.92\|9.33\|9.40\|9.16\|939878;2026-05-25\|9.34\|1.74\|9.18\|9.35\|8.99\|1091006;2026-05-26\|9.07\|-2.89\|9.26\|9.27\|9.00\|1050329;2026-05-27\|9.19\|1.32\|9.02\|9.29\|8.95\|975450;2026-05-28\|9.23\|0.44\|9.13\|9.28\|9.10\|705622;2026-05-29\|9.12\|-1.19\|9.19\|9.46\|9.12\|1237241;2026-06-01\|9.20\|0.88\|9.12\|9.22\|8.97\|735220;2026-06-02\|9.08\|-1.30\|9.18\|9.19\|9.05\|641490;2026-06-03\|8.80\|-3.08\|9.05\|9.05\|8.77\|1152962;2026-06-04\|8.50\|-3.41\|8.78\|8.78\|8.43\|1112118;2026-06-05\|8.54\|0.47\|8.60\|8.69\|8.51\|644200;2026-06-08\|8.31\|-2.69\|8.48\|8.57\|8.29\|762075;2026-06-09\|8.25\|-0.72\|8.40\|8.44\|8.15\|812555;2026-06-10\|8.25\|0.00\|8.18\|8.32\|8.15\|642776;2026-06-11\|8.41\|1.94\|8.23\|8.61\|8.19\|1187174;2026-06-12\|8.46\|0.59\|8.40\|8.55\|8.25\|955840;2026-06-15\|8.45\|-0.12\|8.46\|8.56\|8.39\|677424;2026-06-16\|8.28\|-2.01\|8.42\|8.43\|8.25\|690070;2026-06-17\|8.30\|0.24\|8.29\|8.31\|8.19\|595771;2026-06-18\|8.27\|-0.36\|8.26\|8.38\|8.22\|658668;2026-06-22\|8.49\|2.66\|8.20\|8.50\|7.95\|1217449;2026-06-23\|8.58\|1.06\|8.47\|8.85\|8.45\|1200931;2026-06-24\|8.29\|-3.38\|8.52\|8.65\|8.26\|971702;2026-06-25\|8.28\|-0.12\|8.25\|8.42\|8.10\|949530;2026-06-26\|8.00\|-3.38\|8.25\|8.32\|8.00\|822428;2026-06-29\|8.60\|7.50\|8.00\|8.67\|7.82\|1786003;2026-06-30\|8.26\|-3.95\|8.50\|8.50\|8.20\|1126583;2026-07-01\|8.54\|3.39\|8.21\|8.63\|8.17\|1284490;2026-07-02\|8.46\|-0.94\|8.56\|8.70\|8.42\|990308;2026-07-03\|8.55\|1.06\|8.50\|8.64\|8.41\|861577;2026-07-06\|8.48\|-0.82\|8.46\|8.60\|8.42\|1066103;2026-07-07\|8.24\|-2.83\|8.42\|8.44\|8.22\|765452;2026-07-08\|8.19\|-0.61\|8.26\|8.29\|8.15\|660053;2026-07-09\|8.18\|-0.12\|8.14\|8.30\|8.09\|645478;2026-07-10\|8.35\|2.08\|8.14\|8.44\|8.05\|1074049
117476	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：国产减肥针放量+创新药出海双驱动；涨停缘由：利拉鲁肽减重适应症线上首发引爆市场，叠加创新药出海BD总额达571亿美元；公司利拉鲁肽成为国内首款获批减重适应症的GLP-1抑制剂，线上渠道快速铺货；2026年创新药出海BD总包达571亿美元，公司多款ADC及双抗管线处于临床II期；医美板块同步增长，伊妍仕2026Q1收入同比+42%；资金逻辑：医药权重股资金回流，3月27日涨停获机构席位大额买入，融资余额单周增长12%；风险提示：GLP-1类药品集采预期升温，若纳入谈判目录将影响定价；海外临床进展存在不确定性	公司利拉鲁肽糖尿病适应症产品已在线上首发，该产品成为了国内首款获批减重适应症的GLP-1抑制剂，即俗称的国产“减肥针”	2026-03-03\|34.03\|-0.90\|34.42\|34.70\|34.01\|95043;2026-03-04\|33.72\|-0.91\|33.92\|34.10\|33.30\|88601;2026-03-05\|33.81\|0.27\|34.03\|34.27\|33.72\|67655;2026-03-06\|34.98\|3.46\|33.72\|34.98\|33.72\|126324;2026-03-09\|34.42\|-1.60\|34.67\|34.85\|34.30\|97086;2026-03-10\|35.42\|2.91\|34.55\|35.63\|34.55\|115276;2026-03-11\|35.37\|-0.14\|35.52\|35.61\|35.09\|73078;2026-03-12\|34.98\|-1.10\|35.39\|35.47\|34.86\|75787;2026-03-13\|34.93\|-0.14\|34.84\|35.18\|34.75\|51830;2026-03-16\|35.47\|1.55\|34.88\|35.78\|34.78\|100120;2026-03-17\|36.05\|1.64\|35.48\|36.43\|35.38\|148956;2026-03-18\|36.12\|0.19\|35.91\|36.37\|35.60\|86757;2026-03-19\|35.64\|-1.33\|35.75\|36.20\|35.45\|89715;2026-03-20\|34.97\|-1.88\|35.60\|35.82\|34.80\|85257;2026-03-23\|33.56\|-4.03\|34.55\|34.60\|33.29\|123703;2026-03-24\|33.87\|0.92\|33.93\|34.21\|33.52\|86372;2026-03-25\|34.16\|0.86\|33.87\|34.25\|33.85\|55334;2026-03-26\|33.50\|-1.93\|34.08\|34.71\|33.42\|77529;2026-03-27\|35.48\|5.91\|33.20\|35.53\|33.10\|194589;2026-03-30\|35.57\|0.25\|35.31\|35.84\|35.20\|101990;2026-03-31\|35.32\|-0.70\|35.60\|36.28\|35.32\|94636;2026-04-01\|36.34\|2.89\|35.80\|36.50\|35.36\|185919;2026-04-02\|36.88\|1.49\|36.34\|37.16\|36.25\|193813;2026-04-03\|36.29\|-1.60\|36.30\|36.60\|36.04\|115373;2026-04-07\|35.94\|-0.96\|36.38\|36.48\|35.63\|88812;2026-04-08\|36.25\|0.86\|36.60\|36.62\|35.70\|125180;2026-04-09\|35.95\|-0.83\|36.09\|36.43\|35.66\|128895;2026-04-10\|36.05\|0.28\|35.87\|36.50\|35.81\|108243;2026-04-13\|34.93\|-3.11\|35.86\|36.00\|34.92\|117512;2026-04-14\|35.00\|0.20\|35.01\|35.10\|34.37\|99591;2026-04-15\|35.67\|1.91\|35.78\|35.93\|35.30\|157556;2026-04-16\|35.29\|-1.07\|35.46\|35.46\|34.88\|107025;2026-04-17\|34.45\|-2.38\|35.13\|35.21\|34.40\|111545;2026-04-20\|34.43\|-0.06\|34.35\|34.53\|34.22\|75787;2026-04-21\|34.07\|-1.05\|34.43\|34.77\|34.04\|76479;2026-04-22\|34.16\|0.26\|33.99\|34.26\|33.96\|62369;2026-04-23\|34.09\|-0.20\|34.18\|34.58\|34.00\|107792;2026-04-24\|35.18\|3.20\|34.35\|35.59\|34.19\|238164;2026-04-27\|34.21\|-2.76\|35.01\|35.10\|34.07\|151371;2026-04-28\|33.75\|-1.34\|34.28\|34.80\|33.62\|177249;2026-04-29\|33.54\|-0.62\|33.71\|33.72\|33.13\|142094;2026-04-30\|33.35\|-0.57\|33.52\|33.59\|33.20\|132155;2026-05-06\|33.30\|-0.15\|33.20\|33.35\|33.11\|143224;2026-05-07\|33.30\|0.00\|33.40\|33.47\|33.28\|111904;2026-05-08\|33.26\|-0.12\|33.31\|33.36\|33.19\|66671;2026-05-11\|33.43\|0.51\|33.20\|33.56\|33.00\|186957;2026-05-12\|33.56\|0.39\|33.32\|34.10\|33.10\|202116;2026-05-13\|33.27\|-0.86\|33.59\|33.59\|33.20\|108102;2026-05-14\|32.80\|-1.41\|33.27\|33.37\|32.80\|115528;2026-05-15\|31.30\|-4.57\|32.65\|32.78\|31.06\|206639;2026-05-18\|30.11\|-3.80\|31.00\|31.00\|29.80\|191073;2026-05-19\|30.13\|0.07\|30.06\|30.52\|29.99\|95858;2026-05-20\|29.64\|-1.63\|30.01\|30.01\|29.38\|133904;2026-05-21\|29.64\|0.00\|29.65\|30.12\|29.59\|141118;2026-05-22\|29.22\|-1.42\|29.65\|29.83\|28.92\|133699;2026-05-25\|29.13\|-0.31\|29.13\|29.36\|29.00\|79086;2026-05-26\|29.20\|0.24\|29.03\|29.38\|28.90\|102072;2026-05-27\|29.39\|0.65\|29.05\|29.62\|28.72\|126960;2026-05-28\|28.82\|-1.94\|29.13\|29.43\|28.53\|119962;2026-05-29\|29.02\|0.69\|28.80\|29.74\|28.76\|205492;2026-06-01\|29.06\|0.14\|29.15\|29.42\|28.84\|118118;2026-06-02\|29.00\|-0.21\|29.00\|29.12\|28.71\|88778;2026-06-03\|28.22\|-2.69\|28.90\|28.93\|28.10\|150098;2026-06-04\|27.84\|-1.35\|28.05\|28.40\|27.80\|94115;2026-06-05\|28.42\|2.08\|28.26\|28.68\|28.13\|150974;2026-06-08\|27.69\|-2.57\|28.30\|28.71\|27.52\|137052;2026-06-09\|27.90\|0.76\|27.69\|28.13\|27.48\|89326;2026-06-10\|28.62\|4.76\|27.32\|28.70\|27.30\|202354;2026-06-11\|29.13\|1.78\|28.38\|29.35\|28.28\|170029;2026-06-12\|29.11\|-0.07\|28.89\|29.46\|28.45\|154579;2026-06-15\|29.00\|-0.38\|29.07\|29.17\|28.80\|97156;2026-06-16\|28.26\|-2.55\|28.95\|28.96\|28.20\|119946;2026-06-17\|27.70\|-1.98\|28.18\|28.29\|27.58\|122643;2026-06-18\|28.34\|2.31\|27.61\|28.95\|27.49\|157115;2026-06-22\|28.78\|1.55\|28.13\|28.78\|27.41\|153581;2026-06-23\|28.92\|0.49\|28.70\|29.70\|28.60\|214061;2026-06-24\|28.25\|-2.32\|29.00\|29.55\|28.18\|247350;2026-06-25\|27.89\|-1.27\|28.00\|28.20\|27.08\|226592;2026-06-26\|26.41\|-5.31\|27.89\|28.33\|26.41\|234096;2026-06-29\|28.72\|8.75\|26.07\|28.74\|25.63\|379374;2026-06-30\|28.12\|-2.09\|28.62\|28.63\|27.39\|298197;2026-07-01\|29.57\|5.16\|28.18\|29.74\|27.51\|352623;2026-07-02\|29.49\|-0.27\|29.51\|30.26\|29.35\|285182;2026-07-03\|30.05\|1.90\|29.99\|30.30\|29.24\|267911;2026-07-06\|30.44\|1.30\|29.94\|31.13\|29.61\|344111;2026-07-07\|29.23\|-3.98\|30.28\|30.30\|29.11\|252705;2026-07-08\|28.93\|-1.03\|29.30\|29.81\|28.92\|173116;2026-07-09\|28.81\|-0.41\|28.70\|29.48\|28.24\|187119;2026-07-10\|29.38\|1.98\|28.52\|29.75\|28.04\|267441
117475	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：2025年净利润同比增长21.69%，海外BD总额达571亿美元创历史新高，国际化成果持续兑现；涨停缘由：2025年净利润同比增长21.69%；全年创新药海外授权交易金额达571亿美元；多款1类新药处于国际III期临床或申报阶段；资金逻辑：医药板块估值修复叠加出海确定性增强，外资与机构资金回流头部创新药企；风险提示：海外临床失败或监管政策变动可能影响后续BD节奏	公司与BMS达成全球重磅合作，携手开发13款早期创新药	2026-03-03\|53.61\|-1.71\|54.70\|55.33\|53.45\|601399;2026-03-04\|52.98\|-1.18\|53.22\|53.90\|52.67\|471518;2026-03-05\|53.72\|1.40\|53.41\|54.84\|53.10\|484860;2026-03-06\|55.56\|3.43\|53.60\|55.67\|53.40\|629119;2026-03-09\|54.94\|-1.12\|54.78\|55.18\|54.05\|426233;2026-03-10\|56.55\|2.93\|55.30\|56.75\|55.30\|473605;2026-03-11\|55.83\|-1.27\|56.45\|56.55\|55.60\|321259;2026-03-12\|55.30\|-0.95\|55.80\|56.04\|55.23\|266691;2026-03-13\|55.11\|-0.34\|55.30\|55.63\|54.95\|244164;2026-03-16\|55.59\|0.87\|55.21\|56.05\|54.52\|307751;2026-03-17\|56.30\|1.28\|55.69\|57.44\|55.38\|504111;2026-03-18\|56.88\|1.03\|56.26\|57.08\|56.02\|393793;2026-03-19\|56.02\|-1.51\|56.17\|57.03\|55.91\|343647;2026-03-20\|55.14\|-1.57\|56.19\|56.76\|55.05\|347395;2026-03-23\|52.78\|-4.28\|54.18\|54.35\|52.41\|487702;2026-03-24\|53.64\|1.63\|53.27\|53.74\|52.81\|348355;2026-03-25\|54.10\|0.86\|54.00\|54.86\|53.84\|411526;2026-03-26\|51.63\|-4.57\|53.28\|54.10\|51.54\|649417;2026-03-27\|55.18\|6.88\|51.30\|55.48\|51.11\|991196;2026-03-30\|55.76\|1.05\|54.73\|56.10\|54.61\|697271;2026-03-31\|55.22\|-0.97\|55.86\|57.38\|55.20\|692924;2026-04-01\|57.73\|4.55\|56.03\|57.78\|55.60\|1005517;2026-04-02\|57.37\|-0.62\|57.74\|58.35\|57.01\|765170;2026-04-03\|56.38\|-1.73\|56.98\|56.99\|56.10\|454916;2026-04-07\|56.12\|-0.46\|56.51\|56.85\|55.00\|401467;2026-04-08\|57.45\|2.37\|57.01\|57.64\|55.91\|734463;2026-04-09\|56.96\|-0.85\|56.92\|57.97\|56.71\|480755;2026-04-10\|57.06\|0.18\|57.50\|58.14\|56.80\|587795;2026-04-13\|55.20\|-3.26\|56.60\|56.64\|55.01\|796044;2026-04-14\|56.18\|1.78\|55.35\|56.31\|54.80\|574456;2026-04-15\|57.73\|2.76\|57.94\|58.45\|57.04\|1029480;2026-04-16\|57.47\|-0.45\|57.98\|58.00\|57.02\|576718;2026-04-17\|56.33\|-1.98\|57.20\|57.20\|56.01\|632524;2026-04-20\|56.34\|0.02\|56.33\|56.68\|55.83\|433049;2026-04-21\|55.75\|-1.05\|56.35\|56.76\|55.55\|432751;2026-04-22\|55.44\|-0.56\|55.60\|55.94\|54.94\|523563;2026-04-23\|56.40\|1.73\|56.03\|57.96\|56.03\|963938;2026-04-24\|56.05\|-0.62\|56.50\|56.75\|55.32\|557798;2026-04-27\|55.38\|-1.20\|56.06\|56.07\|55.20\|455530;2026-04-28\|54.84\|-0.98\|55.38\|57.35\|54.80\|903120;2026-04-29\|54.99\|0.27\|54.83\|55.08\|54.20\|591509;2026-04-30\|53.88\|-2.02\|55.04\|55.04\|53.81\|712485;2026-05-06\|53.63\|-0.46\|53.98\|54.11\|53.40\|665748;2026-05-07\|53.68\|0.09\|53.88\|54.43\|53.40\|623452;2026-05-08\|52.80\|-1.64\|53.88\|53.92\|52.68\|802415;2026-05-11\|53.52\|1.36\|52.80\|53.79\|52.12\|1023063;2026-05-12\|56.11\|4.84\|53.53\|58.87\|52.75\|2465400;2026-05-13\|55.86\|-0.45\|56.11\|57.26\|55.66\|1327791;2026-05-14\|54.32\|-2.76\|55.80\|56.74\|54.28\|917227;2026-05-15\|53.99\|-0.61\|54.08\|55.66\|53.75\|765989;2026-05-18\|52.43\|-2.89\|53.78\|53.80\|52.19\|786609;2026-05-19\|51.59\|-1.60\|52.30\|52.91\|51.33\|699095;2026-05-20\|50.95\|-1.24\|51.51\|51.96\|50.38\|827046;2026-05-21\|51.45\|0.98\|51.03\|52.79\|50.88\|994025;2026-05-22\|50.47\|-1.90\|51.55\|51.58\|50.40\|677620;2026-05-25\|49.43\|-2.06\|50.01\|50.02\|49.02\|838355;2026-05-26\|49.20\|-0.47\|49.08\|50.17\|48.80\|713746;2026-05-27\|50.37\|2.80\|48.88\|51.30\|48.45\|961153;2026-05-28\|48.00\|-4.71\|50.06\|50.58\|47.85\|978697;2026-05-29\|50.19\|4.56\|48.02\|50.52\|47.62\|1300405;2026-06-01\|49.17\|-2.03\|50.32\|51.20\|49.00\|946653;2026-06-02\|48.40\|-1.57\|48.82\|49.10\|47.90\|611443;2026-06-03\|47.20\|-2.48\|48.10\|48.18\|47.20\|815364;2026-06-04\|46.63\|-1.21\|47.00\|47.88\|46.51\|639249;2026-06-05\|47.08\|0.96\|47.48\|48.72\|47.00\|930264;2026-06-08\|45.94\|-2.42\|46.60\|47.72\|45.55\|684211;2026-06-09\|46.38\|0.96\|46.34\|46.60\|45.26\|621286;2026-06-10\|47.01\|1.36\|46.10\|47.38\|45.91\|621576;2026-06-11\|46.98\|-0.06\|46.70\|47.20\|46.22\|473374;2026-06-12\|48.49\|3.21\|47.20\|48.95\|46.56\|1002990;2026-06-15\|47.88\|-1.26\|48.44\|48.80\|47.62\|669408;2026-06-16\|47.35\|-1.11\|47.60\|48.09\|47.14\|502935;2026-06-17\|46.99\|-0.76\|47.37\|47.66\|46.78\|518239;2026-06-18\|48.42\|3.04\|46.99\|49.50\|46.61\|1185928;2026-06-22\|49.36\|1.94\|48.20\|49.41\|47.30\|946321;2026-06-23\|48.98\|-0.77\|49.18\|50.92\|48.80\|1075827;2026-06-24\|50.25\|2.59\|48.98\|51.36\|48.93\|1358812;2026-06-25\|50.04\|-0.42\|49.86\|50.80\|48.66\|1051386;2026-06-26\|48.67\|-2.74\|50.46\|50.73\|48.62\|749617;2026-06-29\|52.93\|8.75\|49.01\|53.31\|48.43\|1727562;2026-06-30\|52.04\|-1.68\|52.97\|53.45\|51.70\|1146413;2026-07-01\|53.78\|3.34\|51.61\|54.08\|50.22\|1569308;2026-07-02\|53.49\|-0.54\|53.80\|55.45\|53.09\|1320238;2026-07-03\|54.45\|1.79\|54.55\|55.15\|53.28\|1098671;2026-07-06\|56.77\|4.26\|54.40\|57.77\|53.77\|1796982;2026-07-07\|55.36\|-2.48\|56.40\|56.50\|54.88\|1077221;2026-07-08\|54.01\|-2.44\|55.57\|56.76\|53.99\|957827;2026-07-09\|55.61\|2.96\|53.20\|55.77\|52.85\|1108322;2026-07-10\|55.75\|0.25\|54.60\|57.48\|54.55\|1336189
117474	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判推动司美格鲁肽产业链价值重估；涨停缘由：公司为司美格鲁肽口服渗透促进剂SNAC核心中间体供应商，该药物纳入商保目录预期强烈，带动上游CDMO环节订单与估值双升；资金逻辑：小市值成长股获游资重点关照，6月29日量价齐升，换手率超历史均值，融资买入额单日激增；风险提示：客户集中度高，单一药物放量节奏存在波动，汇率与原材料价格变动影响盈利稳定性	小分子CDMO服务商，为司美格鲁肽口服渗透促进剂SNAC提供中间体服务	2026-03-03\|35.52\|-4.98\|37.50\|38.00\|35.51\|28583;2026-03-04\|34.88\|-1.80\|35.27\|35.53\|34.62\|24420;2026-03-05\|35.21\|0.95\|35.60\|35.72\|35.10\|17227;2026-03-06\|36.90\|4.80\|35.01\|37.38\|35.01\|33717;2026-03-09\|36.16\|-2.01\|36.31\|36.80\|35.69\|24374;2026-03-10\|37.46\|3.60\|36.48\|37.58\|36.33\|24436;2026-03-11\|37.26\|-0.53\|37.46\|37.99\|37.01\|19987;2026-03-12\|36.49\|-2.07\|37.46\|37.48\|36.40\|17160;2026-03-13\|38.10\|4.41\|36.45\|38.95\|35.98\|48547;2026-03-16\|38.32\|0.58\|37.61\|38.51\|37.60\|31225;2026-03-17\|37.13\|-3.11\|38.29\|38.60\|37.13\|21780;2026-03-18\|38.47\|3.61\|37.29\|38.55\|37.29\|31966;2026-03-19\|40.05\|4.11\|38.00\|40.98\|37.67\|112941;2026-03-20\|39.23\|-2.05\|40.33\|42.95\|39.00\|113172;2026-03-23\|36.40\|-7.21\|38.29\|38.88\|36.10\|67568;2026-03-24\|39.80\|9.34\|37.30\|41.27\|37.20\|99153;2026-03-25\|39.83\|0.08\|40.00\|40.58\|39.30\|79480;2026-03-26\|40.31\|1.21\|39.50\|41.50\|39.40\|88154;2026-03-27\|42.10\|4.44\|40.01\|42.79\|39.71\|160420;2026-03-30\|42.48\|0.90\|41.89\|43.99\|41.60\|128817;2026-03-31\|40.79\|-3.98\|42.02\|42.80\|40.66\|87740;2026-04-01\|43.99\|7.85\|41.46\|44.80\|41.38\|139090;2026-04-02\|43.62\|-0.84\|43.49\|45.00\|43.07\|126738;2026-04-03\|42.08\|-3.53\|43.05\|43.50\|41.43\|101802;2026-04-07\|42.34\|0.62\|41.87\|43.85\|41.60\|77212;2026-04-08\|42.87\|1.25\|42.50\|43.60\|41.80\|90196;2026-04-09\|41.33\|-3.59\|41.88\|42.45\|40.81\|79107;2026-04-10\|43.46\|5.15\|41.82\|44.40\|41.00\|118549;2026-04-13\|43.34\|-0.28\|43.00\|44.48\|42.52\|88460;2026-04-14\|47.16\|8.81\|43.86\|48.60\|43.42\|142126;2026-04-15\|46.64\|-1.10\|47.13\|47.40\|45.01\|104514;2026-04-16\|46.80\|0.34\|46.75\|46.98\|45.71\|82562;2026-04-17\|44.53\|-4.85\|46.33\|46.50\|44.27\|94203;2026-04-20\|43.68\|-1.91\|44.31\|44.65\|43.32\|65221;2026-04-21\|43.23\|-1.03\|43.60\|44.28\|42.61\|55370;2026-04-22\|43.61\|0.88\|42.86\|43.67\|42.42\|50486;2026-04-23\|41.84\|-4.06\|43.18\|43.24\|41.60\|54489;2026-04-24\|41.28\|-1.34\|41.25\|41.65\|40.60\|33994;2026-04-27\|36.06\|-12.65\|38.10\|38.50\|35.42\|86496;2026-04-28\|35.55\|-1.41\|35.84\|36.35\|35.18\|42839;2026-04-29\|35.42\|-0.37\|35.25\|35.79\|35.23\|29422;2026-04-30\|34.84\|-1.64\|35.18\|35.55\|34.72\|27266;2026-05-06\|35.01\|0.49\|34.84\|35.16\|34.75\|27207;2026-05-07\|35.08\|0.20\|35.11\|35.12\|34.80\|26095;2026-05-08\|35.30\|0.63\|35.01\|35.53\|34.84\|28969;2026-05-11\|35.55\|0.71\|35.37\|35.60\|34.91\|33348;2026-05-12\|34.99\|-1.58\|35.59\|35.59\|34.90\|26313;2026-05-13\|34.45\|-1.54\|34.99\|35.11\|34.34\|30400;2026-05-14\|33.27\|-3.43\|34.25\|34.58\|33.20\|29898;2026-05-15\|33.29\|0.06\|33.50\|33.85\|33.06\|19912;2026-05-18\|32.95\|-1.02\|33.27\|33.48\|32.67\|16277;2026-05-19\|33.22\|0.82\|33.00\|33.35\|32.73\|14242;2026-05-20\|33.31\|0.27\|33.28\|33.45\|32.50\|18701;2026-05-21\|31.91\|-4.20\|33.53\|33.53\|31.91\|27143;2026-05-22\|32.47\|1.75\|32.46\|32.56\|31.82\|16949;2026-05-25\|31.10\|-4.22\|31.78\|32.01\|30.64\|33260;2026-05-26\|30.23\|-2.80\|31.10\|31.25\|29.88\|19643;2026-05-27\|29.72\|-1.69\|30.22\|30.57\|29.57\|17079;2026-05-28\|29.72\|0.00\|29.78\|29.96\|29.00\|13846;2026-05-29\|29.39\|-1.11\|29.86\|30.07\|29.24\|17217;2026-06-01\|29.95\|1.91\|29.36\|30.08\|29.21\|18326;2026-06-02\|28.12\|-3.20\|29.06\|29.10\|27.90\|20255;2026-06-03\|28.12\|0.00\|28.08\|28.39\|27.68\|14973;2026-06-04\|27.60\|-1.85\|28.00\|28.06\|27.25\|17649;2026-06-05\|27.44\|-0.58\|28.00\|28.35\|27.20\|20236;2026-06-08\|26.21\|-4.48\|27.15\|27.34\|25.94\|20350;2026-06-09\|26.86\|2.48\|26.27\|27.10\|26.07\|18158;2026-06-10\|26.42\|-1.64\|26.50\|26.97\|26.00\|15589;2026-06-11\|26.42\|0.00\|26.16\|26.59\|25.65\|18840;2026-06-12\|26.77\|1.32\|26.60\|26.90\|26.15\|18885;2026-06-15\|27.15\|1.42\|27.15\|27.35\|26.73\|19171;2026-06-16\|27.52\|1.36\|26.93\|27.77\|26.47\|24068;2026-06-17\|26.98\|-1.96\|27.58\|27.58\|26.90\|16350;2026-06-18\|27.24\|0.96\|27.00\|27.62\|26.52\|16132;2026-06-22\|27.08\|-0.59\|27.09\|27.16\|25.76\|21995;2026-06-23\|28.43\|4.99\|27.13\|28.86\|27.00\|41721;2026-06-24\|27.97\|-1.62\|28.20\|28.98\|27.93\|33906;2026-06-25\|28.26\|1.04\|27.79\|28.28\|26.26\|36668;2026-06-26\|26.63\|-5.77\|28.00\|28.58\|26.63\|33141;2026-06-29\|29.28\|9.95\|26.31\|29.68\|25.77\|62042;2026-06-30\|30.41\|3.86\|28.99\|30.50\|28.48\|59143;2026-07-01\|30.98\|1.87\|30.48\|31.44\|29.10\|65928;2026-07-02\|30.33\|-2.10\|30.55\|31.67\|30.33\|51925;2026-07-03\|30.26\|-0.23\|30.63\|31.09\|29.66\|38414;2026-07-06\|32.20\|6.41\|30.51\|32.56\|30.50\|70518;2026-07-07\|30.23\|-6.12\|31.29\|32.05\|30.23\|46651;2026-07-08\|29.61\|-2.05\|30.25\|31.35\|29.57\|29287;2026-07-09\|29.90\|0.98\|29.55\|30.54\|28.80\|32123;2026-07-10\|30.65\|2.51\|29.51\|31.23\|28.58\|47806
117473	“医保+商保”双目录谈判进入实质性阶段	创新药+mRNA疫苗+九价HPV+海外出口行业原因：近期，“洪迪厄斯”号邮轮在大西洋航行期间暴发汉坦病毒疫情，引发国际公共卫生界关注。据新华社5月11日消息，“洪迪厄斯”号邮轮载有140余名乘客和船员，已有8人发病，其中3人死亡。公司原因： 1、据2026年5月8日投资者关系记录，公司20价肺炎球菌多糖结合疫苗、呼吸道合胞病毒mRNA疫苗、冻干带状疱疹病毒mRNA疫苗已获临床批件，mRNA技术平台潜力凸显。 2、据2025年度报告及2026年5月8日互动易，公司产品累计出口26国，2025年海外收入5.22亿元，同比增长37%，出口金额连续多年居国内疫苗企业前列。 3、据2026年4月10日互动易，九价HPV疫苗处于III期临床，四价脑膜炎球菌多糖结合疫苗亦处III期，后续进展受市场高度关注。	公司是专业从事人用疫苗的生物药龙头之一，一季报净利润同比增长4082.41%	2026-03-03\|11.43\|-3.54\|11.85\|11.95\|11.36\|402597;2026-03-04\|11.32\|-0.96\|11.36\|11.50\|11.25\|237666;2026-03-05\|11.38\|0.53\|11.53\|11.58\|11.35\|220606;2026-03-06\|11.68\|2.64\|11.37\|11.74\|11.34\|264141;2026-03-09\|11.79\|0.94\|11.53\|11.86\|11.51\|312929;2026-03-10\|11.91\|1.02\|11.85\|12.04\|11.83\|235394;2026-03-11\|11.92\|0.08\|11.92\|11.97\|11.83\|177421;2026-03-12\|12.19\|2.27\|11.92\|12.25\|11.84\|410015;2026-03-13\|12.06\|-1.07\|12.14\|12.20\|12.00\|256536;2026-03-16\|12.28\|1.82\|12.18\|12.33\|12.12\|310771;2026-03-19\|12.39\|0.90\|12.59\|13.13\|12.34\|1010846;2026-03-20\|12.51\|0.97\|12.25\|12.80\|12.23\|692582;2026-03-23\|11.70\|-6.47\|12.16\|12.16\|11.48\|548795;2026-03-24\|11.95\|2.14\|11.90\|12.11\|11.68\|431504;2026-03-25\|11.85\|-0.84\|11.93\|12.16\|11.74\|413129;2026-03-26\|11.62\|-1.94\|11.80\|11.96\|11.57\|279375;2026-03-27\|12.06\|3.79\|11.48\|12.11\|11.45\|429192;2026-03-30\|12.53\|3.90\|12.00\|12.58\|11.95\|569250;2026-03-31\|12.39\|-1.12\|12.54\|12.78\|12.37\|459701;2026-04-01\|12.80\|3.31\|12.64\|12.88\|12.44\|621541;2026-04-02\|12.69\|-0.86\|12.74\|12.89\|12.58\|447432;2026-04-03\|12.35\|-2.68\|12.62\|12.70\|12.29\|386498;2026-04-07\|12.65\|2.43\|12.45\|12.70\|12.20\|396510;2026-04-08\|12.88\|1.82\|12.80\|12.97\|12.70\|552180;2026-04-09\|12.58\|-2.33\|12.76\|12.94\|12.54\|435715;2026-04-10\|12.56\|-0.16\|12.60\|12.82\|12.55\|388075;2026-04-13\|12.53\|-0.24\|12.42\|12.64\|12.41\|306949;2026-04-14\|12.82\|2.31\|12.57\|12.85\|12.42\|469593;2026-04-15\|12.79\|-0.23\|12.94\|12.97\|12.71\|411984;2026-04-16\|12.74\|-0.39\|12.72\|12.78\|12.62\|300868;2026-04-17\|12.46\|-2.20\|12.65\|12.66\|12.39\|352328;2026-04-20\|12.31\|-1.20\|12.40\|12.42\|12.21\|330986;2026-04-21\|12.05\|-2.11\|12.30\|12.44\|12.00\|351818;2026-04-22\|12.28\|1.91\|12.06\|12.35\|12.03\|332117;2026-04-23\|11.94\|-2.77\|12.23\|12.24\|11.88\|357962;2026-04-24\|11.88\|-0.50\|11.90\|11.96\|11.76\|257702;2026-04-27\|11.95\|0.59\|11.85\|11.99\|11.65\|274015;2026-04-28\|12.85\|7.53\|12.61\|13.61\|12.52\|1624173;2026-04-29\|12.89\|0.31\|12.68\|12.98\|12.58\|841372;2026-04-30\|13.00\|0.85\|12.85\|13.14\|12.85\|704704;2026-05-06\|13.23\|1.77\|13.00\|13.36\|13.00\|728918;2026-05-07\|13.15\|-0.60\|13.23\|13.30\|13.06\|572514;2026-05-08\|13.35\|1.52\|13.21\|13.59\|13.19\|780667;2026-05-11\|16.00\|19.85\|13.48\|16.02\|13.48\|2665372;2026-05-12\|15.55\|-2.81\|15.52\|16.23\|15.37\|2238971;2026-05-13\|14.88\|-4.31\|15.51\|15.61\|14.84\|1343566;2026-05-14\|14.67\|-1.41\|14.91\|15.49\|14.67\|1572881;2026-05-15\|14.31\|-2.45\|14.69\|14.87\|14.19\|1054111;2026-05-18\|13.98\|-2.31\|14.43\|14.70\|13.80\|844476;2026-05-19\|14.19\|1.50\|13.97\|14.24\|13.82\|772649;2026-05-20\|14.02\|-1.20\|14.14\|14.65\|13.99\|928136;2026-05-21\|13.74\|-2.00\|14.22\|14.39\|13.71\|907379;2026-05-22\|13.78\|0.29\|13.83\|13.88\|13.51\|591617;2026-05-25\|14.31\|3.85\|13.84\|14.32\|13.72\|982976;2026-05-26\|13.93\|-2.66\|14.20\|14.64\|13.64\|1080737;2026-05-27\|13.25\|-4.88\|13.75\|13.84\|13.20\|894470;2026-05-28\|13.29\|0.30\|13.17\|13.37\|13.00\|556860;2026-05-29\|12.87\|-3.16\|13.27\|13.36\|12.86\|604769;2026-06-01\|12.56\|-2.41\|12.81\|13.01\|12.50\|615543;2026-06-02\|12.27\|-2.31\|12.56\|12.57\|12.23\|432968;2026-06-03\|12.21\|-0.49\|12.23\|12.37\|12.10\|428875;2026-06-04\|11.92\|-2.38\|12.15\|12.31\|11.78\|513112;2026-06-05\|11.83\|-0.76\|11.99\|12.23\|11.80\|483308;2026-06-08\|11.23\|-5.07\|11.67\|11.76\|11.15\|587153;2026-06-09\|11.45\|1.96\|11.25\|11.48\|10.98\|456460;2026-06-10\|11.52\|0.61\|11.34\|11.75\|11.14\|549289;2026-06-11\|11.15\|-3.21\|11.38\|11.49\|11.08\|398902;2026-06-12\|11.56\|3.68\|11.25\|11.57\|11.17\|603076;2026-06-15\|11.65\|0.78\|11.40\|11.66\|11.36\|569667;2026-06-16\|12.14\|4.21\|11.60\|12.26\|11.40\|783259;2026-06-17\|12.01\|-1.07\|11.98\|12.22\|11.90\|523613;2026-06-18\|12.44\|3.58\|11.99\|12.56\|11.93\|685525;2026-06-22\|12.38\|-0.48\|12.32\|12.38\|11.83\|638333;2026-06-23\|12.52\|1.13\|12.35\|12.94\|12.28\|793108;2026-06-24\|12.45\|0.40\|12.55\|12.78\|12.28\|629490;2026-06-25\|12.25\|-1.61\|12.29\|12.52\|11.93\|649990;2026-06-26\|11.67\|-4.73\|12.20\|12.37\|11.66\|589353;2026-06-29\|12.84\|10.03\|11.61\|12.85\|11.50\|1056858;2026-06-30\|12.99\|1.17\|12.76\|13.04\|12.55\|779391;2026-07-01\|13.35\|2.77\|12.93\|13.48\|12.67\|979196;2026-07-02\|12.99\|-2.70\|13.18\|13.55\|12.93\|800308;2026-07-03\|13.20\|1.62\|13.15\|13.35\|12.88\|675207;2026-07-06\|13.23\|0.23\|13.11\|13.86\|13.02\|1023727;2026-07-07\|12.51\|-5.44\|13.10\|13.10\|12.48\|764056;2026-07-08\|12.31\|-1.60\|12.56\|12.80\|12.28\|547479;2026-07-09\|12.50\|1.54\|12.18\|12.66\|11.99\|522052;2026-07-10\|13.14\|5.12\|12.42\|13.38\|12.20\|1006594
117472	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判深化叠加泽布替尼全球数据催化；涨停缘由：公司泽布替尼头对头3期研究结果公布，巩固全球竞争力；3款自研药已上市，商保支付有望加速其在国内放量，提升盈利确定性；资金逻辑：外资与机构共振加仓，港股通资金大幅流入，QFII持仓比例提升，反映国际化资产配置逻辑强化；风险提示：研发投入持续高位，短期仍处亏损状态，商保覆盖进度与定价谈判结果存在变数	公司共有3款自主研发药物正在上市销售、8款自主研发候选药物处于临床在研阶段、以及37款处于临床或商业化阶段的合作产品，此前公布泽布替尼全球3期头对头研究最新结果	2026-03-03\|234.99\|-6.32\|251.88\|254.36\|233.41\|54786;2026-03-04\|231.26\|-1.59\|234.47\|236.83\|228.28\|30286;2026-03-05\|237.12\|2.53\|235.00\|239.98\|232.10\|33514;2026-03-06\|238.49\|0.58\|236.26\|242.10\|235.34\|31447;2026-03-09\|232.89\|-2.35\|233.50\|234.00\|229.95\|27868;2026-03-10\|245.20\|5.29\|235.77\|245.78\|235.70\|35032;2026-03-11\|238.09\|-2.90\|245.86\|246.75\|237.60\|31141;2026-03-12\|233.84\|-1.78\|238.09\|238.74\|232.00\|23607;2026-03-13\|228.68\|-2.21\|231.31\|231.82\|227.00\|30998;2026-03-16\|231.30\|1.15\|228.64\|232.46\|221.56\|30833;2026-03-17\|236.74\|2.35\|230.88\|243.00\|229.20\|38579;2026-03-18\|238.50\|0.74\|237.00\|242.20\|235.08\|25024;2026-03-19\|235.00\|-1.47\|235.07\|238.50\|233.77\|21570;2026-03-20\|227.57\|-3.16\|235.00\|237.80\|227.57\|23751;2026-03-23\|215.51\|-5.30\|225.01\|226.50\|213.33\|40832;2026-03-24\|221.11\|2.60\|219.60\|221.95\|215.42\|38171;2026-03-25\|220.17\|-0.43\|222.00\|226.00\|219.37\|30601;2026-03-26\|216.49\|-1.67\|220.50\|226.85\|215.27\|34948;2026-03-27\|232.69\|7.48\|215.43\|235.50\|215.43\|61319;2026-03-30\|235.30\|1.12\|230.52\|243.00\|230.52\|59172;2026-03-31\|233.59\|-0.73\|237.99\|241.88\|232.69\|31235;2026-04-01\|249.90\|6.98\|238.51\|253.16\|238.03\|61718;2026-04-02\|249.25\|-0.26\|249.80\|252.98\|244.90\|44806;2026-04-03\|239.29\|-4.00\|243.02\|244.46\|238.00\|37441;2026-04-07\|237.12\|-0.91\|239.40\|242.21\|233.72\|26267;2026-04-08\|245.88\|3.69\|241.86\|246.92\|240.00\|41739;2026-04-09\|242.56\|-1.35\|243.86\|247.68\|242.00\|24480;2026-04-10\|244.12\|0.64\|242.62\|247.87\|242.56\|24565;2026-04-13\|241.95\|-0.89\|242.90\|245.20\|239.90\|21247;2026-04-14\|242.07\|0.05\|241.94\|244.18\|238.05\|32172;2026-04-15\|254.40\|5.09\|257.01\|259.00\|246.80\|60918;2026-04-16\|256.99\|1.02\|255.00\|257.70\|249.60\|45792;2026-04-17\|246.50\|-4.08\|255.00\|255.00\|245.20\|45294;2026-04-20\|245.20\|-0.53\|247.60\|250.18\|244.48\|28328;2026-04-21\|240.10\|-2.08\|244.46\|245.88\|238.98\|27003;2026-04-22\|241.19\|0.45\|239.01\|242.12\|238.10\|22718;2026-04-23\|234.32\|-2.85\|240.00\|242.12\|233.48\|31079;2026-04-24\|234.86\|0.23\|233.01\|237.68\|229.98\|24151;2026-04-27\|235.00\|0.06\|234.00\|236.77\|231.60\|18193;2026-04-28\|233.01\|-0.85\|236.50\|243.40\|233.00\|31281;2026-04-29\|236.31\|1.42\|234.96\|237.60\|231.00\|22200;2026-04-30\|234.80\|-0.64\|236.00\|237.97\|232.05\|25361;2026-05-06\|246.86\|5.14\|234.07\|246.97\|231.02\|51406;2026-05-07\|254.40\|3.05\|255.00\|262.00\|252.21\|61241;2026-05-08\|247.50\|-2.71\|254.40\|257.40\|247.00\|40597;2026-05-11\|262.08\|5.89\|247.50\|264.50\|243.88\|62284;2026-05-12\|267.98\|2.25\|259.68\|276.01\|254.52\|70621;2026-05-13\|260.80\|-2.68\|269.00\|269.00\|259.30\|50695;2026-05-14\|249.70\|-4.26\|262.00\|265.20\|249.05\|45478;2026-05-15\|252.02\|0.93\|249.71\|254.63\|247.41\|36560;2026-05-18\|239.20\|-5.09\|248.90\|248.90\|238.00\|46217;2026-05-19\|239.97\|0.32\|238.59\|242.46\|235.58\|30437;2026-05-20\|243.98\|1.67\|239.98\|248.21\|239.20\|37159;2026-05-21\|251.96\|3.27\|247.00\|261.47\|247.00\|69364;2026-05-22\|244.57\|-2.93\|254.00\|254.61\|243.06\|46175;2026-05-25\|241.71\|-1.17\|244.40\|245.25\|238.02\|37397;2026-05-26\|244.08\|0.98\|240.10\|244.69\|238.00\|37114;2026-05-27\|239.38\|-1.93\|240.03\|243.00\|235.03\|38762;2026-05-28\|233.25\|-2.56\|239.00\|241.92\|231.10\|35473;2026-05-29\|243.90\|4.57\|232.27\|245.30\|226.60\|61359;2026-06-01\|234.62\|-3.80\|241.30\|248.88\|233.30\|51620;2026-06-02\|220.82\|-5.88\|232.00\|232.00\|218.89\|57456;2026-06-03\|222.41\|0.72\|218.98\|225.97\|217.39\|30978;2026-06-04\|223.98\|0.71\|224.69\|231.10\|222.22\|29581;2026-06-05\|220.18\|-1.70\|226.99\|228.88\|219.69\|32870;2026-06-08\|214.57\|-2.55\|215.17\|222.00\|213.61\|28866;2026-06-09\|213.90\|-0.31\|215.12\|217.51\|209.11\|28381;2026-06-10\|213.34\|-0.26\|212.80\|215.13\|207.13\|33396;2026-06-11\|208.00\|-2.50\|210.01\|212.49\|205.51\|33812;2026-06-12\|216.36\|4.02\|209.05\|216.88\|206.48\|41994;2026-06-15\|216.78\|0.19\|216.35\|219.30\|213.01\|29013;2026-06-16\|213.31\|-1.60\|215.88\|217.69\|211.37\|28865;2026-06-17\|211.72\|-0.75\|213.39\|215.33\|210.50\|32776;2026-06-18\|218.22\|3.07\|211.17\|223.32\|211.17\|54702;2026-06-22\|228.79\|4.84\|217.20\|228.88\|212.11\|62391;2026-06-23\|228.00\|-0.35\|227.18\|234.70\|225.67\|53930;2026-06-24\|236.79\|3.86\|230.00\|240.60\|227.19\|65570;2026-06-25\|242.71\|2.50\|233.99\|242.98\|229.50\|60926;2026-06-26\|232.10\|-4.37\|242.74\|243.98\|232.10\|45678;2026-06-29\|255.90\|10.25\|231.85\|258.93\|227.75\|95852;2026-06-30\|254.61\|-0.50\|257.92\|258.90\|251.02\|65301;2026-07-01\|261.80\|2.82\|253.53\|262.12\|239.08\|99475;2026-07-02\|253.56\|-3.15\|260.80\|268.88\|252.43\|81216;2026-07-03\|266.96\|5.28\|259.00\|268.70\|255.61\|86061;2026-07-06\|277.00\|3.76\|265.00\|288.96\|260.50\|105142;2026-07-07\|263.16\|-5.00\|274.40\|276.50\|262.66\|68611;2026-07-08\|256.62\|-2.49\|263.16\|271.00\|256.48\|56853;2026-07-09\|260.78\|1.62\|256.00\|264.88\|250.01\|54434;2026-07-10\|267.84\|2.71\|257.72\|272.63\|253.89\|6950681
117471	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录推进叠加Kalexo十亿美元合作强化商业化预期；涨停缘由：公司与Kalexo达成最高10亿美元战略合作，聚焦肿瘤领域产品海外开发与商业化，商保支付机制完善将提升国内权益价值与合作分成潜力；资金逻辑：事件驱动型资金快速介入，单日成交额翻倍，融资融券余额同步攀升，显示杠杆资金参与积极；风险提示：合作项目尚处早期，里程碑达成存在不确定性，国内产品尚未形成稳定收入来源	公司与Kalexo达成战略合作，将获最高10亿美元的预付款及里程碑付款	2026-03-03\|31.65\|-5.58\|33.46\|33.99\|31.39\|81137;2026-03-04\|31.38\|-0.85\|31.51\|32.20\|31.17\|58938;2026-03-05\|32.27\|2.84\|31.80\|32.80\|31.43\|58436;2026-03-06\|34.19\|5.95\|32.30\|34.36\|32.22\|74555;2026-03-09\|33.93\|-0.76\|33.60\|34.20\|32.91\|61650;2026-03-10\|35.68\|5.16\|34.50\|35.73\|34.46\|73684;2026-03-11\|34.99\|-1.93\|35.75\|36.19\|34.83\|57432;2026-03-12\|33.56\|-4.09\|34.90\|34.90\|33.30\|61814;2026-03-13\|33.11\|-1.34\|33.56\|33.88\|32.65\|56068;2026-03-16\|34.34\|3.71\|33.12\|34.55\|32.80\|58389;2026-03-17\|34.80\|1.34\|34.34\|36.29\|33.85\|89970;2026-03-18\|34.80\|0.00\|34.95\|35.68\|34.44\|68764;2026-03-19\|33.87\|-2.67\|34.20\|34.66\|33.70\|56739;2026-03-20\|33.02\|-2.51\|34.00\|34.59\|33.00\|40894;2026-03-23\|31.03\|-6.03\|32.54\|33.13\|30.70\|72112;2026-03-24\|32.38\|4.35\|31.66\|32.60\|31.22\|75713;2026-03-25\|32.82\|1.36\|32.80\|33.80\|32.68\|70699;2026-03-26\|34.15\|4.05\|32.88\|35.50\|32.50\|120864;2026-03-27\|36.32\|6.35\|33.86\|36.89\|33.70\|149599;2026-03-30\|36.45\|0.36\|36.51\|37.33\|36.02\|99553;2026-03-31\|36.01\|-1.21\|36.30\|37.37\|35.96\|87430;2026-04-01\|39.15\|8.72\|36.53\|39.58\|36.53\|146024;2026-04-02\|38.93\|-0.56\|39.13\|39.63\|38.33\|114597;2026-04-03\|38.16\|-1.98\|38.89\|39.40\|37.46\|106735;2026-04-07\|37.72\|-1.15\|38.00\|38.67\|36.52\|90352;2026-04-08\|38.73\|2.68\|38.43\|39.22\|38.00\|89487;2026-04-09\|37.93\|-2.07\|38.25\|39.40\|37.86\|78472;2026-04-10\|37.91\|-0.05\|37.70\|38.68\|37.57\|74041;2026-04-13\|37.88\|-0.08\|37.80\|38.88\|37.25\|67355;2026-04-14\|38.45\|1.50\|38.14\|38.58\|37.26\|67710;2026-04-15\|39.09\|1.66\|39.34\|40.47\|37.91\|140112;2026-04-16\|40.15\|2.71\|39.19\|41.00\|38.45\|130542;2026-04-17\|38.77\|-3.44\|40.00\|40.00\|38.04\|111303;2026-04-20\|37.88\|-2.30\|38.70\|39.19\|37.86\|74947;2026-04-21\|37.20\|-1.80\|37.82\|38.20\|36.72\|68272;2026-04-22\|40.29\|8.31\|37.07\|40.35\|36.90\|137060;2026-04-23\|38.10\|-5.44\|40.25\|40.25\|37.41\|108793;2026-04-24\|37.20\|-2.36\|37.75\|38.38\|36.96\|69972;2026-04-27\|37.03\|-0.46\|36.62\|37.55\|36.20\|72541;2026-04-28\|35.07\|-5.29\|36.90\|37.32\|34.82\|97659;2026-04-29\|34.45\|-1.77\|35.46\|35.68\|34.40\|74378;2026-04-30\|35.73\|3.72\|34.01\|37.15\|34.01\|92459;2026-05-06\|35.36\|-1.04\|35.18\|36.50\|35.07\|77827;2026-05-07\|35.58\|0.62\|35.72\|36.44\|35.18\|76626;2026-05-08\|35.16\|-1.18\|35.30\|35.81\|34.11\|94157;2026-05-11\|37.20\|5.80\|35.32\|38.28\|34.51\|142795;2026-05-12\|35.98\|-3.28\|37.08\|37.68\|35.87\|100763;2026-05-13\|35.20\|-2.17\|36.17\|36.50\|34.91\|68138;2026-05-14\|34.65\|-1.56\|35.22\|35.47\|33.99\|93515;2026-05-15\|34.34\|-0.89\|34.50\|35.82\|33.99\|79939;2026-05-18\|33.40\|-2.74\|34.34\|34.34\|33.00\|63915;2026-05-19\|33.40\|0.00\|33.49\|33.96\|32.75\|54267;2026-05-20\|33.12\|-0.84\|33.38\|34.08\|32.40\|76332;2026-05-21\|33.48\|1.09\|33.25\|35.07\|33.25\|105720;2026-05-22\|33.31\|-0.51\|35.22\|35.35\|32.96\|109903;2026-05-25\|32.28\|-3.09\|33.07\|33.20\|31.70\|100002;2026-05-26\|32.12\|-0.50\|32.21\|32.49\|31.48\|67455;2026-05-27\|32.11\|-0.03\|31.90\|32.48\|31.50\|64059;2026-05-28\|30.59\|-4.73\|32.23\|32.39\|30.30\|77941;2026-05-29\|30.40\|-0.62\|30.80\|31.10\|28.98\|124555;2026-06-01\|28.98\|-4.67\|30.78\|31.44\|28.91\|91827;2026-06-02\|28.51\|-1.62\|28.88\|29.26\|27.71\|76126;2026-06-03\|27.39\|-3.93\|28.55\|28.69\|26.93\|109089;2026-06-04\|26.93\|-1.68\|27.40\|27.72\|26.74\|80244;2026-06-05\|26.60\|-1.23\|27.27\|27.47\|26.40\|82862;2026-06-08\|25.91\|-2.59\|26.30\|27.17\|25.38\|78095;2026-06-09\|26.43\|2.01\|26.30\|26.97\|25.38\|76962;2026-06-10\|27.27\|3.18\|26.20\|28.55\|26.14\|142511;2026-06-11\|27.23\|-0.15\|27.06\|27.69\|26.52\|94444;2026-06-12\|28.53\|4.77\|27.30\|28.98\|26.87\|108944;2026-06-15\|27.66\|-3.05\|28.25\|28.25\|27.07\|109333;2026-06-16\|27.03\|-2.28\|27.70\|27.70\|26.90\|77292;2026-06-17\|27.11\|0.30\|26.99\|27.49\|26.69\|59232;2026-06-18\|27.42\|1.14\|26.86\|28.12\|26.39\|87653;2026-06-22\|27.08\|-1.24\|27.01\|27.16\|25.66\|96361;2026-06-23\|27.58\|1.85\|27.09\|28.11\|26.94\|91627;2026-06-24\|27.68\|0.36\|27.75\|28.88\|27.61\|101749;2026-06-25\|27.72\|0.14\|27.68\|27.92\|25.98\|114908;2026-06-26\|25.82\|-6.85\|27.71\|27.89\|25.78\|87929;2026-06-29\|28.47\|10.26\|26.05\|28.78\|25.13\|159089;2026-06-30\|28.25\|-0.77\|28.48\|28.88\|27.83\|100093;2026-07-01\|31.00\|9.73\|28.00\|31.80\|27.24\|181010;2026-07-02\|30.58\|-1.35\|30.94\|32.26\|30.01\|156541;2026-07-03\|32.06\|4.84\|31.10\|32.63\|30.53\|156403;2026-07-06\|33.88\|5.68\|31.60\|36.50\|31.60\|224841;2026-07-07\|32.41\|-4.34\|33.43\|34.50\|32.26\|128295;2026-07-08\|31.27\|-3.52\|32.50\|33.39\|31.26\|99187;2026-07-09\|31.05\|-0.70\|30.70\|32.37\|30.44\|122132;2026-07-10\|31.87\|2.64\|30.66\|33.50\|30.21\|13651087
117470	“医保+商保”双目录谈判进入实质性阶段	流感疫苗+狂犬疫苗+产能扩张行业原因：据央视新闻，近期，印度东部的西孟加拉邦出现尼帕病毒感染病例，目前已有5例确诊病例，其中包括医护人员。公司原因： 1、据2025年4月18日年度报告，公司主营四价流感病毒裂解疫苗，为国内第二家四价流感疫苗批签发及上市销售的企业，多项指标优于中国药典和欧洲药典标准。 2、据2025年4月18日年度报告，冻干人用狂犬病疫苗Vero细胞已完成Ⅲ期临床并推进注册申报工作，四价流感疫苗儿童已启动Ⅲ期临床，三价流感疫苗已立项并准备注册申报，产品管线持续扩充。 3、据2025年4月18日年度报告，公司2025年将加快流感疫苗新车间GMP验收，投产后可提升产能并缩短生产周期，国内流感疫苗接种率仍低，未来市场空间广阔。	国内最早实现四价流感疫苗批签发及上市销售的两家企业之一	2026-03-03\|18.38\|-2.91\|18.93\|19.34\|18.33\|18974;2026-03-04\|18.32\|-0.33\|18.13\|18.47\|18.09\|10561;2026-03-05\|18.40\|0.44\|18.44\|18.93\|18.27\|9787;2026-03-06\|19.15\|4.08\|18.32\|19.15\|18.32\|16108;2026-03-09\|18.75\|-2.09\|18.83\|18.99\|18.55\|16993;2026-03-10\|19.20\|2.40\|19.22\|19.27\|18.86\|12874;2026-03-11\|18.92\|-1.46\|19.27\|19.30\|18.86\|10983;2026-03-12\|18.66\|-1.37\|18.92\|18.99\|18.62\|11342;2026-03-13\|18.58\|-0.43\|18.59\|19.10\|18.51\|12119;2026-03-16\|18.63\|0.27\|18.42\|18.90\|18.35\|11081;2026-03-17\|18.14\|-2.63\|18.62\|18.72\|18.06\|12267;2026-03-18\|18.45\|1.71\|17.98\|18.49\|17.93\|13899;2026-03-19\|17.83\|-3.36\|18.12\|18.32\|17.77\|14507;2026-03-20\|17.35\|-2.69\|18.27\|18.27\|17.17\|19985;2026-03-23\|16.41\|-5.42\|18.10\|18.10\|16.11\|30470;2026-03-24\|17.25\|5.12\|16.72\|17.33\|16.51\|17454;2026-03-25\|17.41\|0.93\|17.47\|17.66\|17.22\|16825;2026-03-26\|17.02\|-2.24\|17.51\|17.61\|16.87\|13989;2026-03-27\|17.61\|3.47\|16.96\|17.61\|16.76\|17327;2026-03-30\|17.54\|-0.40\|17.60\|17.62\|17.12\|13985;2026-03-31\|17.12\|-2.39\|17.60\|17.84\|17.09\|11701;2026-04-01\|17.94\|4.79\|17.44\|17.94\|17.12\|18645;2026-04-02\|17.71\|-1.28\|17.79\|17.94\|17.57\|15671;2026-04-03\|16.95\|-4.29\|17.68\|17.74\|16.88\|16396;2026-04-07\|17.52\|3.36\|17.09\|17.60\|16.76\|17591;2026-04-08\|17.96\|2.51\|18.09\|18.09\|17.65\|12069;2026-04-09\|17.46\|-2.78\|17.89\|17.93\|17.41\|15409;2026-04-10\|17.55\|0.52\|17.43\|17.92\|17.43\|13551;2026-04-13\|17.40\|-0.85\|17.64\|17.64\|17.18\|10358;2026-04-14\|17.55\|0.86\|17.58\|17.60\|17.11\|13294;2026-04-15\|17.66\|0.63\|17.55\|17.83\|17.45\|12656;2026-04-16\|17.81\|0.85\|17.67\|17.96\|17.30\|13184;2026-04-17\|17.65\|-0.90\|17.88\|17.88\|17.58\|9621;2026-04-20\|17.67\|0.11\|17.71\|17.83\|17.42\|10591;2026-04-21\|17.38\|-1.64\|17.76\|17.76\|17.27\|11804;2026-04-22\|17.14\|-1.38\|17.27\|17.45\|17.04\|10147;2026-04-23\|16.87\|-1.58\|17.16\|17.25\|16.76\|15405;2026-04-24\|16.99\|0.71\|16.83\|17.17\|16.57\|11961;2026-04-27\|17.79\|4.71\|16.92\|17.85\|16.92\|23461;2026-04-28\|17.34\|-2.53\|17.73\|18.07\|17.23\|15691;2026-04-29\|17.73\|2.25\|17.23\|17.85\|17.23\|12354;2026-04-30\|17.92\|1.07\|17.84\|18.23\|17.67\|14488;2026-05-06\|18.36\|2.46\|18.02\|18.75\|18.02\|26613;2026-05-07\|18.40\|0.22\|18.32\|18.53\|18.17\|14219;2026-05-08\|18.73\|1.79\|18.50\|18.82\|18.38\|13167;2026-05-11\|20.00\|6.78\|18.94\|21.51\|18.74\|52401;2026-05-12\|18.71\|-6.45\|19.60\|19.99\|18.57\|46603;2026-05-13\|19.38\|3.58\|18.48\|19.47\|18.35\|39862;2026-05-14\|19.57\|0.98\|19.36\|20.20\|18.75\|36867;2026-05-15\|19.52\|-0.26\|19.57\|20.25\|19.27\|31283;2026-05-18\|19.38\|-0.72\|19.67\|19.67\|18.87\|22605;2026-05-19\|20.30\|4.75\|19.19\|21.20\|19.19\|38108;2026-05-20\|20.34\|0.20\|20.23\|21.18\|19.98\|33351;2026-05-21\|19.02\|-6.49\|20.56\|20.56\|19.02\|24568;2026-05-22\|19.31\|1.52\|19.67\|19.90\|18.98\|18521;2026-05-25\|18.88\|-2.23\|19.68\|19.86\|18.56\|19187;2026-05-26\|17.97\|-4.82\|18.80\|18.97\|17.75\|19970;2026-05-27\|17.32\|-3.62\|17.93\|18.19\|17.15\|23105;2026-05-28\|17.11\|-1.21\|17.19\|17.50\|16.58\|14976;2026-05-29\|16.55\|-3.27\|17.21\|17.40\|16.50\|15759;2026-06-01\|16.95\|2.42\|16.52\|17.20\|16.35\|11739;2026-06-02\|16.26\|-4.07\|16.96\|17.23\|16.20\|14919;2026-06-03\|15.82\|-2.71\|16.19\|16.58\|15.73\|13581;2026-06-04\|15.48\|-2.15\|15.70\|16.18\|15.37\|10312;2026-06-05\|15.85\|2.39\|15.46\|16.39\|15.39\|16063;2026-06-08\|15.18\|-4.23\|15.00\|15.88\|14.81\|15486;2026-06-09\|15.14\|-0.26\|15.20\|15.79\|15.01\|11917;2026-06-10\|15.03\|-0.73\|15.02\|15.31\|14.60\|14414;2026-06-11\|14.88\|-1.00\|14.94\|15.17\|14.60\|11407;2026-06-12\|15.17\|1.95\|14.99\|15.27\|14.66\|12900;2026-06-15\|14.57\|-3.96\|15.20\|15.51\|14.49\|14775;2026-06-16\|14.79\|1.51\|14.57\|14.84\|14.25\|14140;2026-06-17\|14.37\|-2.84\|14.99\|14.99\|14.21\|12706;2026-06-18\|14.28\|-0.63\|14.22\|14.64\|14.03\|15980;2026-06-22\|14.45\|1.19\|14.56\|14.56\|13.50\|19150;2026-06-23\|14.76\|2.15\|14.30\|15.10\|14.24\|16020;2026-06-24\|14.07\|-4.67\|14.73\|14.99\|14.02\|13291;2026-06-25\|13.87\|-1.42\|14.07\|14.07\|13.44\|16783;2026-06-26\|13.68\|-1.37\|13.68\|14.15\|13.33\|24143;2026-06-29\|15.10\|10.38\|13.52\|15.50\|13.42\|42458;2026-06-30\|16.94\|12.19\|15.00\|16.99\|14.70\|52909;2026-07-01\|17.20\|1.53\|16.94\|17.72\|16.64\|37573;2026-07-02\|16.71\|-2.85\|17.13\|17.72\|16.66\|32329;2026-07-03\|16.73\|0.12\|16.57\|17.19\|16.25\|21358;2026-07-06\|16.50\|-1.37\|16.73\|16.95\|16.35\|24636;2026-07-07\|15.51\|-6.00\|16.52\|16.55\|15.45\|24509;2026-07-08\|15.06\|-2.90\|15.59\|15.59\|14.70\|19864;2026-07-09\|14.86\|-1.33\|14.82\|15.71\|14.50\|15615;2026-07-10\|15.56\|4.71\|14.76\|15.97\|14.61\|1861779
117469	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：公司为国内唯一具备全链条抗毒素研发生产资质企业，破伤风、狂犬病血清等产品临床不可替代；公共卫生应急储备采购常态化，订单可见度高；涨停缘由：国家应急储备目录中抗毒素类药品采购量同比增长23%；公司破伤风免疫球蛋白通过WHO预认证；血清制品进口替代空间超40亿元；资金逻辑：主力资金净流入8600万元，医药板块当日上涨2.93%，赛伦生物成交额放大至9.3亿元，为上市以来单日第二高，显示资金挖掘细分龙头；风险提示：血清制品产能扩张受限于动物养殖周期；新产品临床进度不及预期可能影响估值切换	公司是一家专注于抗血清抗毒素领域的生物医药企业	2026-03-03\|24.02\|-2.95\|24.82\|25.09\|23.93\|14482;2026-03-04\|23.32\|-2.91\|23.91\|24.14\|23.20\|12867;2026-03-05\|23.41\|0.39\|23.57\|23.96\|23.29\|9512;2026-03-06\|24.27\|3.67\|23.41\|24.34\|23.17\|10985;2026-03-09\|24.02\|-1.03\|23.90\|24.22\|23.61\|11562;2026-03-10\|24.90\|3.66\|24.09\|24.92\|24.09\|9977;2026-03-11\|24.42\|-1.93\|24.97\|25.18\|24.38\|9240;2026-03-12\|24.29\|-0.53\|24.31\|24.66\|24.03\|8679;2026-03-13\|24.03\|-1.07\|24.01\|24.47\|23.88\|8321;2026-03-16\|23.86\|-0.71\|23.53\|24.38\|23.53\|9000;2026-03-17\|23.42\|-1.84\|23.88\|24.17\|23.33\|8828;2026-03-18\|23.90\|2.05\|23.31\|23.99\|23.24\|9496;2026-03-19\|23.16\|-3.10\|23.23\|24.39\|23.16\|13728;2026-03-20\|22.71\|-1.94\|23.17\|23.58\|22.71\|16299;2026-03-23\|22.03\|-2.99\|22.41\|22.73\|21.88\|21266;2026-03-24\|22.99\|4.36\|22.17\|23.12\|22.07\|19300;2026-03-25\|23.56\|2.48\|22.99\|24.49\|22.99\|14719;2026-03-26\|24.11\|2.33\|23.62\|24.36\|23.31\|19197;2026-03-27\|25.41\|5.39\|23.72\|25.55\|23.66\|28036;2026-03-30\|26.95\|6.06\|25.25\|27.18\|25.25\|38719;2026-03-31\|27.67\|2.67\|26.93\|28.04\|26.69\|43579;2026-04-01\|28.07\|1.45\|27.52\|28.58\|27.37\|38903;2026-04-02\|28.20\|0.46\|28.39\|28.39\|27.76\|27717;2026-04-03\|27.84\|-1.28\|28.10\|28.16\|27.50\|19784;2026-04-07\|28.88\|3.74\|28.36\|30.50\|27.61\|42199;2026-04-08\|29.15\|0.93\|28.88\|29.97\|28.87\|29010;2026-04-09\|29.92\|2.64\|29.26\|30.16\|28.89\|23883;2026-04-10\|30.55\|2.11\|29.91\|30.97\|29.40\|24976;2026-04-13\|31.35\|2.62\|30.58\|32.16\|29.99\|39132;2026-04-14\|30.96\|-1.24\|31.33\|31.59\|30.51\|24132;2026-04-15\|33.00\|6.59\|31.59\|33.45\|31.05\|36210;2026-04-16\|33.99\|3.00\|33.30\|34.00\|31.65\|32209;2026-04-17\|35.30\|3.85\|34.00\|37.28\|33.92\|55812;2026-04-20\|38.25\|8.36\|35.30\|38.38\|34.30\|41681;2026-04-21\|39.79\|4.03\|38.25\|39.99\|37.55\|40116;2026-04-22\|41.79\|5.03\|39.77\|41.84\|39.61\|39401;2026-04-23\|40.75\|-2.49\|42.10\|42.50\|38.98\|44536;2026-04-24\|37.00\|-9.20\|40.02\|41.00\|36.58\|53462;2026-04-27\|35.07\|-5.22\|36.31\|36.42\|32.72\|55133;2026-04-28\|34.78\|-0.83\|34.65\|36.36\|34.56\|28305;2026-04-29\|35.25\|1.35\|34.66\|35.97\|34.44\|24284;2026-04-30\|35.20\|-0.14\|34.01\|36.78\|34.01\|22981;2026-05-06\|35.35\|0.43\|35.90\|36.56\|34.81\|22019;2026-05-07\|36.00\|1.84\|35.19\|36.29\|35.10\|19268;2026-05-08\|36.94\|2.61\|36.48\|38.28\|35.15\|35167;2026-05-11\|39.09\|5.82\|37.23\|39.14\|36.91\|33175;2026-05-12\|39.98\|2.28\|39.09\|40.00\|37.60\|31845;2026-05-13\|37.81\|-5.43\|39.81\|39.81\|36.90\|40296;2026-05-14\|39.37\|4.13\|37.81\|43.00\|37.80\|53673;2026-05-15\|39.00\|-0.94\|40.16\|40.61\|38.35\|23964;2026-05-18\|40.13\|2.90\|39.39\|40.40\|38.61\|23580;2026-05-19\|39.80\|-0.82\|40.93\|40.93\|38.10\|23142;2026-05-20\|41.44\|4.12\|38.89\|43.00\|38.89\|24058;2026-05-21\|39.90\|-3.72\|41.44\|42.07\|39.90\|19310;2026-05-22\|39.58\|-0.80\|40.01\|41.75\|38.01\|17272;2026-05-25\|38.64\|-2.37\|40.37\|40.41\|37.40\|23305;2026-05-26\|36.92\|-4.45\|38.61\|38.61\|36.12\|19518;2026-05-27\|36.50\|-1.14\|37.39\|37.88\|36.31\|15177;2026-05-28\|36.86\|0.99\|36.33\|37.28\|36.08\|9834;2026-05-29\|35.13\|-4.02\|36.49\|37.31\|35.00\|16873;2026-06-01\|35.47\|0.97\|35.66\|36.35\|34.50\|11403;2026-06-02\|36.06\|1.66\|35.42\|36.52\|34.51\|13877;2026-06-03\|36.49\|1.19\|36.36\|37.10\|35.71\|13658;2026-06-04\|36.50\|0.03\|36.48\|37.22\|35.08\|15691;2026-06-05\|36.52\|0.05\|36.49\|37.12\|35.55\|13476;2026-06-08\|37.77\|3.42\|36.11\|40.50\|33.30\|27972;2026-06-09\|38.00\|0.61\|37.87\|39.50\|36.68\|25683;2026-06-10\|38.47\|1.24\|38.31\|38.90\|37.10\|13656;2026-06-11\|37.53\|-2.44\|38.30\|39.00\|37.16\|12071;2026-06-12\|45.04\|20.01\|37.80\|45.04\|36.75\|55288;2026-06-15\|46.25\|2.69\|45.00\|48.84\|43.60\|52615;2026-06-16\|44.31\|-4.19\|46.02\|46.25\|42.18\|43092;2026-06-17\|47.68\|7.61\|44.03\|49.27\|42.25\|72167;2026-06-18\|47.73\|0.10\|47.14\|48.50\|45.08\|36081;2026-06-22\|44.87\|-5.99\|47.59\|47.89\|43.50\|37510;2026-06-23\|44.56\|-0.69\|44.42\|45.60\|43.86\|20563;2026-06-24\|45.79\|2.76\|44.12\|46.53\|42.80\|27771;2026-06-25\|44.20\|-3.47\|45.15\|45.78\|43.48\|19325;2026-06-26\|43.54\|-1.49\|43.92\|45.18\|43.13\|13859;2026-06-29\|48.08\|10.43\|42.98\|48.37\|42.24\|36824;2026-06-30\|48.81\|1.52\|48.35\|48.88\|45.25\|29968;2026-07-01\|49.17\|0.74\|48.57\|50.95\|47.00\|36308;2026-07-02\|51.40\|4.54\|49.46\|52.88\|48.50\|41112;2026-07-03\|48.57\|-5.51\|52.78\|52.78\|48.02\|30625;2026-07-06\|47.00\|-3.23\|47.08\|48.56\|46.51\|21110;2026-07-07\|44.01\|-6.36\|46.95\|46.95\|44.00\|17258;2026-07-08\|38.24\|-13.11\|44.49\|44.80\|38.20\|33319;2026-07-09\|39.57\|3.48\|38.87\|41.23\|37.82\|28219;2026-07-10\|38.80\|-1.95\|40.00\|41.34\|38.68\|2118992
117468	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录推进加速生物药商业化，带动上游细胞培养服务需求；涨停缘由：公司专注细胞培养产品与服务，为生物药CDMO企业提供关键耗材与工艺支持，受益于抗体、CGT等创新药放量带来的上游配套需求扩张；资金逻辑：科创板医药标的获主题资金挖掘，融资买入活跃，北向持仓小幅回升，显示长期资金回补迹象；风险提示：客户集中度较高，行业竞争加剧致毛利率承压，技术迭代快带来持续研发投入压力	公司专门从事细胞培养产品与服务	2026-03-03\|45.60\|-6.17\|48.99\|49.24\|45.45\|28500;2026-03-04\|45.18\|-0.92\|45.88\|46.26\|44.93\|9907;2026-03-05\|45.51\|0.73\|45.44\|46.76\|44.91\|9184;2026-03-06\|48.97\|7.60\|45.25\|49.97\|45.25\|22704;2026-03-09\|48.64\|-0.67\|48.38\|50.47\|47.67\|16395;2026-03-10\|50.04\|2.88\|48.95\|50.96\|48.90\|10070;2026-03-11\|48.92\|-2.24\|50.29\|50.29\|48.60\|7020;2026-03-12\|48.54\|-0.78\|48.59\|49.76\|48.08\|7000;2026-03-13\|47.80\|-1.52\|48.30\|48.97\|47.63\|6416;2026-03-16\|49.10\|2.72\|47.95\|49.36\|47.36\|8207;2026-03-17\|47.39\|-3.48\|49.14\|49.60\|47.02\|12309;2026-03-18\|47.25\|-0.30\|47.13\|47.55\|46.48\|6434;2026-03-19\|46.51\|-1.57\|47.05\|47.60\|46.24\|6472;2026-03-20\|44.93\|-3.40\|46.86\|47.50\|44.90\|5448;2026-03-23\|41.70\|-7.19\|44.80\|44.80\|40.72\|22333;2026-03-24\|42.77\|2.57\|42.26\|42.96\|41.22\|17861;2026-03-25\|43.11\|0.79\|42.99\|44.02\|42.78\|11447;2026-03-26\|42.97\|-0.32\|42.82\|44.19\|42.72\|7957;2026-03-27\|44.60\|3.79\|42.72\|44.90\|42.20\|8106;2026-03-30\|43.10\|-3.36\|44.60\|45.06\|42.54\|19486;2026-03-31\|43.00\|-0.23\|43.68\|45.08\|43.00\|10998;2026-04-01\|46.45\|8.02\|43.09\|46.97\|43.09\|21554;2026-04-02\|46.16\|-0.62\|46.50\|47.36\|45.68\|15592;2026-04-03\|44.95\|-2.62\|46.42\|46.50\|44.51\|12936;2026-04-07\|44.31\|-1.42\|45.78\|45.99\|44.08\|13742;2026-04-08\|46.67\|5.33\|45.00\|46.90\|45.00\|14184;2026-04-09\|48.24\|3.36\|46.90\|49.96\|46.90\|25317;2026-04-10\|51.95\|7.69\|48.15\|53.27\|48.15\|31786;2026-04-13\|52.26\|0.60\|52.01\|52.60\|50.70\|16982;2026-04-14\|53.59\|2.54\|52.29\|53.74\|51.41\|16363;2026-04-15\|53.45\|-0.26\|53.42\|54.60\|51.60\|14719;2026-04-16\|55.51\|3.85\|54.60\|56.72\|52.53\|22748;2026-04-17\|55.81\|0.54\|55.58\|56.37\|54.50\|15910;2026-04-20\|55.31\|-0.90\|55.80\|58.20\|55.00\|15952;2026-04-21\|52.73\|-4.66\|55.16\|55.40\|49.72\|35620;2026-04-22\|53.00\|0.51\|52.58\|54.22\|51.74\|17333;2026-04-23\|49.74\|-6.15\|53.00\|53.00\|49.56\|15812;2026-04-24\|48.95\|-1.59\|49.74\|50.41\|48.30\|20752;2026-04-27\|49.81\|1.76\|49.02\|50.64\|48.95\|13349;2026-04-28\|51.79\|3.98\|49.94\|53.23\|49.87\|21200;2026-04-29\|51.76\|-0.06\|51.79\|52.50\|51.03\|11621;2026-04-30\|50.24\|-2.94\|51.76\|52.50\|49.39\|22779;2026-05-06\|51.67\|2.85\|50.24\|52.23\|49.72\|18335;2026-05-07\|52.58\|1.76\|52.32\|52.87\|51.44\|15560;2026-05-08\|51.88\|-1.33\|53.00\|54.00\|51.53\|10288;2026-05-11\|52.04\|0.31\|51.90\|52.98\|50.07\|26283;2026-05-12\|48.29\|-7.21\|51.00\|51.20\|47.62\|33775;2026-05-13\|47.50\|-1.64\|48.29\|48.52\|46.80\|16720;2026-05-14\|46.41\|-2.29\|47.56\|47.93\|46.21\|11426;2026-05-15\|46.13\|-0.60\|46.22\|47.15\|45.87\|10021;2026-05-18\|46.50\|0.80\|46.11\|47.00\|45.60\|14481;2026-05-19\|45.76\|-1.59\|46.73\|47.16\|45.12\|12029;2026-05-20\|46.89\|2.47\|45.21\|47.46\|45.21\|15888;2026-05-21\|45.34\|-3.31\|46.82\|47.62\|45.01\|13609;2026-05-22\|45.65\|0.68\|45.87\|45.99\|45.23\|8107;2026-05-25\|45.26\|-0.85\|45.66\|46.05\|44.66\|7793;2026-05-26\|44.65\|-1.35\|45.01\|45.35\|43.88\|7915;2026-05-27\|44.86\|0.47\|44.88\|45.22\|43.90\|7277;2026-05-28\|44.58\|-0.62\|44.95\|45.15\|43.92\|7363;2026-05-29\|43.61\|-2.18\|45.18\|45.18\|43.22\|10504;2026-06-01\|44.96\|3.10\|44.10\|46.83\|44.10\|22803;2026-06-02\|41.21\|-8.34\|44.68\|44.82\|40.50\|28020;2026-06-03\|40.22\|-2.40\|42.23\|42.23\|39.81\|17480;2026-06-04\|38.44\|-4.43\|39.69\|40.10\|38.03\|21437;2026-06-05\|37.45\|-2.58\|38.60\|39.16\|37.21\|18482;2026-06-08\|35.20\|-6.01\|36.80\|37.04\|34.85\|28841;2026-06-09\|35.82\|1.76\|35.89\|36.31\|35.32\|17218;2026-06-10\|35.28\|-1.51\|35.82\|35.82\|34.36\|13334;2026-06-11\|34.51\|-2.18\|34.96\|35.24\|34.13\|11687;2026-06-12\|35.78\|3.68\|34.78\|36.03\|34.75\|15712;2026-06-15\|35.93\|0.42\|36.16\|36.23\|35.21\|12220;2026-06-16\|36.80\|2.42\|36.00\|36.83\|35.23\|15352;2026-06-17\|37.51\|1.93\|36.62\|38.05\|36.18\|14918;2026-06-18\|38.09\|1.55\|37.52\|39.11\|37.02\|18859;2026-06-22\|38.28\|0.50\|37.81\|38.28\|36.61\|23356;2026-06-23\|40.23\|5.09\|38.00\|40.49\|38.00\|23819;2026-06-24\|40.09\|-0.35\|40.25\|41.84\|39.58\|30738;2026-06-25\|39.73\|-0.90\|39.58\|40.08\|38.20\|26942;2026-06-26\|37.65\|-5.24\|39.00\|39.99\|37.41\|26251;2026-06-29\|41.60\|10.49\|37.61\|42.31\|37.13\|32019;2026-06-30\|41.69\|0.22\|41.94\|42.89\|41.58\|20549;2026-07-01\|44.69\|7.20\|42.45\|45.11\|40.34\|32588;2026-07-02\|43.11\|-3.54\|44.97\|45.60\|43.11\|24288;2026-07-03\|44.31\|2.78\|43.03\|44.60\|42.86\|18407;2026-07-06\|44.45\|0.32\|44.50\|47.12\|43.83\|34270;2026-07-07\|42.39\|-4.63\|43.78\|43.99\|41.96\|29013;2026-07-08\|41.00\|-3.28\|41.97\|42.98\|41.00\|17752;2026-07-09\|43.30\|5.61\|40.86\|43.77\|40.47\|23599;2026-07-10\|48.39\|12.27\|43.32\|49.51\|42.60\|4308973
117467	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：“医保+商保”双目录谈判拓宽独家品种覆盖范围，利可君等核心产品有望受益；涨停缘由：公司为国内外独家利可君原料药生产商，产品覆盖白细胞提升、抗高血压、保肝等多个临床刚需领域，多适应症布局提升进目录概率与支付广度；资金逻辑：低位医药股获资金轮动，成交额显著放大，融资净买入额居板块前列，显示资金博弈性价比标的；风险提示：单品依赖度高，新药研发周期长，商保目录准入标准尚不明确，政策执行存在滞后性	国内外独家生产利可君原料药的企业；公司产品功能涵盖提升白细胞、抗高血压、增强免疫力、治疗关节疾病、抗眼部感染、治疗支气管炎、保护肝功能等多个治疗领域，并正致力于治疗抑郁症、肿瘤、胃病等疾病的创新型药物的研发	2026-03-03\|28.47\|-0.32\|28.51\|28.87\|28.00\|24212;2026-03-04\|28.73\|0.91\|28.16\|28.78\|28.12\|16554;2026-03-05\|28.50\|-0.80\|28.95\|29.00\|28.39\|13822;2026-03-06\|29.28\|2.74\|28.29\|29.30\|28.28\|29696;2026-03-09\|29.86\|1.98\|29.02\|29.87\|28.68\|33207;2026-03-10\|30.41\|1.84\|29.76\|30.58\|29.76\|29970;2026-03-11\|30.37\|-0.13\|30.31\|30.56\|30.13\|28362;2026-03-12\|30.33\|-0.13\|30.42\|30.78\|29.83\|38952;2026-03-13\|29.95\|-1.25\|30.23\|30.39\|29.69\|30631;2026-03-16\|30.40\|1.50\|29.82\|30.70\|29.60\|39003;2026-03-17\|29.90\|-1.64\|30.40\|30.62\|29.84\|26434;2026-03-18\|30.31\|1.37\|29.85\|30.36\|29.81\|31887;2026-03-19\|29.83\|-1.58\|30.00\|30.19\|29.63\|30851;2026-03-20\|29.62\|-0.70\|29.88\|30.17\|29.48\|36185;2026-03-23\|28.06\|-5.27\|29.50\|29.50\|27.98\|31628;2026-03-24\|28.64\|2.07\|28.50\|28.70\|28.03\|28783;2026-03-25\|28.88\|0.84\|28.68\|29.28\|28.53\|20053;2026-03-26\|28.80\|-0.28\|28.98\|29.17\|28.55\|19622;2026-03-27\|29.69\|3.09\|28.79\|29.86\|28.60\|36305;2026-03-30\|29.31\|-1.28\|29.40\|29.85\|29.16\|18820;2026-03-31\|29.36\|0.17\|29.56\|30.15\|29.25\|21320;2026-04-01\|31.40\|6.95\|29.50\|31.80\|29.47\|70485;2026-04-02\|32.66\|4.01\|31.56\|32.90\|31.51\|95205;2026-04-03\|32.37\|-0.89\|32.23\|33.60\|31.88\|70873;2026-04-07\|31.60\|-2.38\|32.38\|32.42\|31.22\|44679;2026-04-08\|32.18\|1.84\|32.23\|32.50\|31.36\|49525;2026-04-09\|31.74\|-1.37\|31.88\|32.92\|31.50\|41829;2026-04-10\|32.20\|1.45\|31.98\|32.60\|31.25\|44667;2026-04-13\|31.05\|-3.57\|32.20\|32.25\|30.90\|44593;2026-04-14\|31.70\|2.09\|31.48\|31.72\|30.70\|34561;2026-04-15\|32.10\|1.26\|32.20\|32.58\|31.20\|46672;2026-04-16\|32.19\|0.28\|31.80\|32.34\|31.38\|34459;2026-04-17\|31.30\|-2.76\|31.88\|32.14\|31.09\|28642;2026-04-20\|31.02\|-0.89\|31.40\|31.40\|30.85\|22929;2026-04-21\|31.15\|0.42\|31.24\|31.79\|30.96\|29550;2026-04-22\|31.50\|1.12\|31.00\|31.64\|30.94\|25618;2026-04-23\|29.52\|-6.29\|31.48\|31.48\|29.48\|50389;2026-04-24\|28.84\|-2.30\|29.40\|29.52\|28.82\|25385;2026-04-27\|28.77\|-0.24\|28.60\|28.80\|27.90\|17372;2026-04-28\|28.04\|-2.54\|28.51\|28.94\|27.96\|23629;2026-04-29\|27.96\|-0.29\|27.90\|28.14\|27.30\|15453;2026-04-30\|28.00\|0.14\|27.99\|28.06\|27.54\|17622;2026-05-06\|28.15\|0.54\|28.10\|28.19\|27.81\|15716;2026-05-07\|28.08\|-0.25\|28.19\|28.24\|27.88\|15098;2026-05-08\|28.20\|0.43\|28.10\|28.26\|27.92\|13531;2026-05-11\|28.44\|0.85\|28.30\|28.56\|28.09\|23267;2026-05-12\|27.96\|-1.69\|28.50\|28.50\|27.88\|15828;2026-05-13\|27.98\|0.07\|28.05\|28.13\|27.77\|10518;2026-05-14\|27.20\|-2.79\|28.00\|28.00\|27.20\|17658;2026-05-15\|26.84\|-1.32\|27.20\|27.34\|26.37\|18501;2026-05-18\|26.19\|-2.42\|26.11\|26.70\|25.88\|14918;2026-05-19\|26.40\|0.80\|26.20\|26.52\|26.06\|6657;2026-05-20\|26.53\|0.49\|26.61\|26.76\|26.28\|7212;2026-05-21\|25.99\|-2.04\|26.22\|26.85\|25.98\|9643;2026-05-22\|26.50\|1.96\|26.18\|26.62\|26.02\|7911;2026-05-25\|25.72\|-2.94\|26.78\|26.81\|25.66\|12880;2026-05-26\|25.18\|-2.10\|25.68\|25.68\|24.89\|13417;2026-05-27\|25.00\|-0.71\|25.22\|25.30\|24.58\|9253;2026-05-28\|24.81\|-0.76\|25.00\|25.14\|24.38\|9177;2026-05-29\|25.13\|1.29\|24.99\|25.54\|24.69\|10357;2026-06-01\|25.32\|0.76\|25.13\|25.59\|24.90\|6211;2026-06-02\|24.95\|-1.46\|25.27\|25.27\|24.89\|5585;2026-06-03\|24.54\|-1.64\|24.95\|25.05\|24.54\|6751;2026-06-04\|23.92\|-2.53\|24.53\|24.53\|23.71\|8262;2026-06-05\|24.04\|0.50\|24.00\|24.48\|23.81\|8773;2026-06-08\|23.67\|-1.54\|23.85\|24.28\|23.47\|9543;2026-06-09\|23.70\|0.13\|23.42\|24.10\|23.42\|6981;2026-06-10\|23.62\|-0.34\|23.66\|23.68\|23.06\|7578;2026-06-11\|23.85\|0.97\|23.35\|23.99\|23.35\|7800;2026-06-12\|24.55\|2.94\|23.91\|24.56\|23.81\|12922;2026-06-15\|24.35\|-0.81\|24.60\|24.75\|24.18\|9829;2026-06-16\|24.45\|0.41\|24.36\|24.55\|24.01\|7827;2026-06-17\|24.23\|-0.90\|24.34\|24.45\|24.05\|7884;2026-06-18\|25.04\|3.34\|24.31\|25.08\|24.04\|12148;2026-06-22\|24.71\|-1.32\|25.00\|25.02\|24.02\|10715;2026-06-23\|25.66\|3.84\|24.75\|25.98\|24.68\|15996;2026-06-24\|25.48\|-0.70\|25.66\|26.33\|25.40\|16578;2026-06-25\|24.78\|-1.74\|25.15\|25.22\|24.20\|15930;2026-06-26\|23.33\|-5.85\|24.60\|25.04\|23.33\|13062;2026-06-29\|25.81\|10.63\|23.44\|25.89\|22.82\|31008;2026-06-30\|25.59\|-0.85\|25.80\|26.30\|25.22\|25559;2026-07-01\|26.52\|3.63\|25.78\|26.75\|25.10\|37758;2026-07-02\|26.14\|-1.43\|26.65\|27.16\|25.82\|42845;2026-07-03\|26.58\|1.68\|26.26\|26.70\|25.90\|32597;2026-07-06\|26.43\|-0.56\|26.78\|27.21\|25.95\|30747;2026-07-07\|26.13\|-1.14\|26.42\|27.12\|25.92\|23338;2026-07-08\|25.51\|-2.37\|26.13\|26.49\|25.44\|22407;2026-07-09\|25.29\|-0.86\|25.49\|25.80\|24.95\|19482;2026-07-10\|26.15\|3.40\|25.02\|26.67\|24.80\|2522383
117466	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：国家医保局公示557个药品通过医保初审、54个通过商保创新药目录初审，双目录谈判进入实质阶段，公司作为国内过敏领域领军企业直接受益；涨停缘由：“医保+商保”双目录政策落地叠加烟曲霉点刺液I期临床完成，提升创新药准入确定性与商业化预期；资金逻辑：资金聚焦高临床价值、已具临床进展的专科创新药标的，博弈后续谈判高通过率及价格保护机制；风险提示：过敏用药市场容量有限，新适应症拓展进度及医保谈判最终降幅存在不确定性	国内过敏性疾病创新药领域的领军企业，“烟曲霉点刺液”完成I期临床试验	2026-03-03\|24.61\|-4.91\|25.93\|26.01\|24.51\|111567;2026-03-04\|24.05\|-2.28\|24.43\|24.76\|23.91\|95312;2026-03-05\|24.04\|-0.04\|24.44\|24.54\|23.82\|92071;2026-03-06\|24.56\|2.16\|23.94\|24.65\|23.93\|77783;2026-03-09\|24.15\|-1.67\|24.23\|24.33\|23.89\|90122;2026-03-10\|24.69\|2.24\|24.40\|24.75\|24.36\|69396;2026-03-11\|24.72\|0.12\|24.67\|24.86\|24.52\|58396;2026-03-12\|24.99\|1.09\|24.94\|25.29\|24.76\|87848;2026-03-13\|25.21\|0.88\|24.90\|25.45\|24.86\|91991;2026-03-16\|25.06\|-0.59\|25.21\|25.32\|24.84\|65992;2026-03-17\|25.07\|0.04\|25.11\|25.53\|25.04\|73417;2026-03-18\|26.17\|4.39\|25.06\|26.58\|24.89\|202615;2026-03-19\|25.52\|-2.48\|25.80\|26.08\|25.45\|109660;2026-03-20\|25.01\|-2.00\|25.53\|25.76\|25.01\|78392;2026-03-23\|23.57\|-5.76\|24.55\|24.66\|23.28\|107935;2026-03-24\|24.05\|2.04\|23.88\|24.14\|23.53\|75310;2026-03-25\|23.56\|-2.04\|24.02\|24.33\|23.41\|131349;2026-03-26\|23.97\|1.74\|23.59\|24.92\|23.50\|158650;2026-03-27\|25.50\|6.38\|23.55\|25.65\|23.55\|200605;2026-03-30\|25.76\|1.02\|25.41\|26.05\|25.21\|130436;2026-03-31\|25.68\|-0.31\|25.55\|26.25\|25.50\|111829;2026-04-01\|26.42\|2.88\|25.95\|26.57\|25.60\|177367;2026-04-02\|26.44\|0.08\|26.40\|26.71\|26.16\|160529;2026-04-03\|25.53\|-3.44\|26.07\|26.28\|25.49\|105786;2026-04-07\|25.65\|0.47\|25.68\|26.03\|25.22\|82985;2026-04-08\|26.02\|1.44\|26.02\|26.27\|25.63\|112780;2026-04-09\|26.18\|0.61\|25.76\|26.88\|25.66\|132423;2026-04-10\|26.23\|0.19\|26.18\|26.72\|26.07\|109929;2026-04-13\|26.26\|0.11\|26.45\|26.64\|26.15\|81705;2026-04-14\|26.36\|0.38\|26.32\|26.40\|25.62\|118239;2026-04-15\|26.38\|0.08\|26.69\|26.98\|26.10\|129209;2026-04-16\|27.10\|2.73\|26.45\|27.22\|26.28\|143671;2026-04-17\|26.76\|-1.25\|26.95\|26.95\|26.50\|101950;2026-04-20\|26.31\|-1.68\|26.64\|26.71\|26.26\|83226;2026-04-21\|26.11\|-0.76\|26.20\|26.50\|25.81\|70027;2026-04-22\|26.64\|2.03\|25.90\|26.64\|25.85\|72481;2026-04-23\|26.00\|-2.40\|26.48\|26.61\|25.90\|84653;2026-04-24\|26.75\|2.88\|26.47\|27.95\|26.47\|209388;2026-04-27\|26.22\|-1.98\|26.59\|26.99\|26.01\|140198;2026-04-28\|25.93\|-1.11\|26.23\|26.88\|25.82\|118833;2026-04-29\|25.87\|-0.23\|25.80\|26.07\|25.25\|89028;2026-04-30\|25.40\|-1.82\|25.94\|25.97\|25.26\|93025;2026-05-06\|25.30\|-0.39\|25.51\|25.68\|25.18\|108630;2026-05-07\|25.08\|-0.87\|25.44\|25.65\|24.94\|107921;2026-05-08\|25.17\|0.36\|25.00\|25.43\|24.83\|90414;2026-05-11\|25.92\|2.98\|25.15\|26.11\|24.77\|170362;2026-05-12\|25.44\|-1.85\|25.81\|25.88\|25.37\|104105;2026-05-13\|24.97\|-1.85\|25.44\|25.60\|24.88\|81128;2026-05-14\|24.03\|-3.76\|24.99\|25.00\|24.03\|91367;2026-05-15\|24.12\|0.37\|24.00\|24.55\|23.96\|64452;2026-05-18\|23.51\|-2.53\|24.15\|24.24\|23.33\|78002;2026-05-19\|23.69\|0.77\|23.38\|23.79\|23.36\|54733;2026-05-20\|23.81\|0.51\|23.69\|24.05\|23.40\|61614;2026-05-21\|23.61\|-0.84\|23.87\|24.49\|23.54\|80711;2026-05-22\|23.39\|-0.93\|23.80\|23.88\|23.34\|57593;2026-05-25\|22.80\|-2.52\|23.37\|23.41\|22.50\|99569;2026-05-26\|22.55\|-1.10\|22.71\|22.86\|22.40\|56428;2026-05-27\|22.50\|-0.22\|22.55\|22.70\|22.11\|63054;2026-05-28\|22.13\|-1.64\|22.49\|22.57\|21.94\|66339;2026-05-29\|22.59\|2.08\|22.19\|22.84\|22.04\|85757;2026-06-01\|23.13\|2.39\|22.57\|23.44\|22.45\|104420;2026-06-02\|22.81\|-1.38\|23.13\|23.23\|22.68\|54942;2026-06-03\|22.46\|-1.53\|22.58\|22.79\|22.35\|59121;2026-06-04\|22.00\|-2.05\|22.46\|22.56\|21.82\|61873;2026-06-05\|22.24\|1.09\|22.26\|22.74\|22.15\|53270;2026-06-08\|21.52\|-3.24\|22.00\|22.38\|21.18\|69040;2026-06-09\|21.56\|0.19\|21.49\|21.74\|21.27\|39723;2026-06-10\|21.82\|1.21\|21.43\|21.98\|21.37\|58985;2026-06-11\|21.85\|0.14\|21.78\|21.98\|21.28\|59518;2026-06-12\|21.36\|-2.24\|21.48\|22.07\|20.90\|142685;2026-06-15\|21.20\|-0.75\|21.46\|21.80\|20.70\|111933;2026-06-16\|20.83\|-1.75\|21.12\|21.13\|20.66\|65845;2026-06-17\|20.93\|0.48\|20.74\|21.08\|20.57\|46141;2026-06-18\|21.25\|1.53\|20.69\|21.57\|20.65\|59376;2026-06-22\|22.02\|3.62\|21.42\|22.30\|21.02\|115296;2026-06-23\|22.65\|2.86\|21.90\|23.11\|21.78\|118386;2026-06-24\|22.71\|0.26\|22.60\|23.23\|22.43\|106269;2026-06-25\|22.22\|-2.16\|22.50\|22.59\|21.46\|106338;2026-06-26\|21.30\|-4.14\|22.00\|22.20\|21.21\|66699;2026-06-29\|23.62\|10.89\|21.26\|23.88\|21.05\|190723;2026-06-30\|23.32\|-1.27\|23.61\|23.68\|23.01\|117285;2026-07-01\|24.49\|5.02\|23.19\|24.55\|22.78\|172117;2026-07-02\|24.05\|-1.80\|24.30\|24.97\|23.85\|143008;2026-07-03\|24.14\|0.37\|24.23\|24.55\|23.58\|116757;2026-07-06\|24.24\|0.41\|24.01\|24.90\|23.60\|157863;2026-07-07\|22.90\|-5.53\|23.82\|23.85\|22.87\|117748;2026-07-08\|23.15\|1.09\|22.86\|23.56\|22.73\|82265;2026-07-09\|22.99\|-0.04\|22.80\|23.67\|22.56\|86054;2026-07-10\|23.63\|2.78\|22.75\|24.24\|22.50\|138929
117465	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：多款1类新药密集进入上市申报或优先审评阶段，依托原核/真核细胞及KX-FUSION蛋白等核心技术平台；涨停缘由：受益医保谈判提速与创新药审批绿色通道，管线覆盖抗肿瘤、自免及抗感染领域，商业化拐点临近；资金逻辑：医药板块估值修复，创新药主线资金回流明显，6月25日主力净流入增强；风险提示：新药商业化受医保谈判与市场竞争影响，研发投入大致短期盈利承压，部分品种存集采压力	公司构建了完整的生物药研发创新体系，拥有原核细胞、真核细胞等技术体系及 KX - FUSION 蛋白等多个领先技术平台	2026-03-03\|28.63\|-4.18\|29.97\|30.25\|28.61\|30212;2026-03-04\|28.43\|-0.70\|28.03\|28.91\|28.03\|20464;2026-03-05\|28.76\|1.16\|29.00\|29.15\|28.50\|16725;2026-03-06\|30.16\|4.87\|28.76\|30.20\|28.53\|29091;2026-03-09\|29.87\|-0.96\|29.83\|29.98\|29.08\|25147;2026-03-10\|30.70\|2.78\|30.28\|30.94\|30.04\|26592;2026-03-11\|30.27\|-1.40\|30.50\|30.85\|30.22\|19328;2026-03-12\|29.89\|-1.26\|30.48\|30.48\|29.65\|14904;2026-03-13\|29.49\|-1.34\|29.89\|30.06\|29.40\|13111;2026-03-16\|29.88\|1.32\|29.21\|30.07\|29.21\|14776;2026-03-17\|29.44\|-1.47\|29.96\|30.38\|29.40\|21114;2026-03-18\|29.74\|1.02\|29.58\|29.80\|29.23\|15291;2026-03-19\|26.88\|-9.62\|28.98\|28.98\|26.60\|95413;2026-03-20\|26.24\|-2.38\|26.96\|27.20\|26.20\|41692;2026-03-23\|24.70\|-5.87\|25.82\|26.05\|24.56\|44885;2026-03-24\|25.86\|4.70\|25.42\|25.97\|25.00\|36734;2026-03-25\|25.86\|0.00\|26.15\|26.26\|25.68\|25544;2026-03-26\|25.28\|-2.24\|26.01\|26.27\|25.20\|23058;2026-03-27\|27.17\|7.48\|25.20\|27.39\|25.02\|55294;2026-03-30\|29.54\|8.72\|27.09\|30.85\|27.09\|119256;2026-03-31\|29.60\|0.20\|30.13\|31.33\|29.39\|99796;2026-04-01\|31.38\|6.01\|29.60\|31.44\|29.08\|118314;2026-04-02\|32.72\|4.27\|30.90\|33.72\|30.90\|144782;2026-04-03\|31.90\|-2.51\|31.58\|32.48\|31.17\|96038;2026-04-07\|30.97\|-2.92\|31.70\|31.95\|30.37\|74912;2026-04-08\|31.33\|1.16\|31.90\|31.99\|30.70\|68462;2026-04-09\|30.84\|-1.56\|31.32\|32.23\|30.77\|56031;2026-04-10\|30.60\|-0.78\|30.88\|31.67\|30.27\|59505;2026-04-13\|30.96\|1.18\|30.70\|31.79\|29.98\|52456;2026-04-14\|31.70\|2.39\|30.99\|31.87\|30.40\|63973;2026-04-15\|32.47\|2.43\|32.36\|32.80\|30.94\|81987;2026-04-16\|32.43\|-0.12\|32.18\|32.64\|31.61\|54712;2026-04-17\|31.66\|-2.37\|32.14\|32.26\|31.33\|43731;2026-04-20\|31.13\|-1.67\|31.46\|31.89\|30.96\|39013;2026-04-21\|30.06\|-3.44\|31.03\|31.21\|29.73\|45633;2026-04-22\|30.73\|2.23\|30.18\|30.88\|29.08\|63713;2026-04-23\|29.45\|-4.17\|30.79\|30.79\|29.11\|50462;2026-04-24\|28.67\|-2.65\|29.57\|29.57\|28.43\|33642;2026-04-27\|28.78\|0.38\|28.84\|28.93\|27.63\|59911;2026-04-28\|28.64\|-0.49\|28.82\|29.44\|28.25\|52096;2026-04-29\|25.89\|-9.60\|26.00\|26.40\|24.07\|99110;2026-04-30\|25.07\|-3.17\|25.50\|25.85\|24.84\|61850;2026-05-06\|24.51\|-2.23\|25.01\|25.11\|24.20\|57870;2026-05-07\|25.54\|4.20\|24.63\|26.68\|24.55\|76508;2026-05-08\|25.05\|-1.92\|25.54\|25.54\|24.98\|42531;2026-05-11\|26.50\|5.79\|25.02\|27.36\|24.88\|82498;2026-05-12\|26.02\|-1.81\|26.30\|26.65\|25.75\|51050;2026-05-13\|25.98\|-0.15\|26.11\|27.07\|25.76\|48938;2026-05-14\|25.50\|-1.85\|25.98\|26.48\|25.21\|37261;2026-05-15\|24.72\|-3.06\|25.30\|25.45\|24.52\|31330;2026-05-18\|24.95\|0.93\|24.70\|25.10\|24.10\|34827;2026-05-19\|25.79\|3.37\|24.79\|25.88\|24.55\|48932;2026-05-20\|24.68\|-4.30\|25.36\|25.70\|23.78\|97971;2026-05-21\|23.99\|-2.80\|24.55\|25.40\|23.92\|49143;2026-05-22\|22.86\|-4.71\|24.11\|24.47\|22.72\|52116;2026-05-25\|22.08\|-3.41\|22.86\|23.08\|21.91\|48363;2026-05-26\|21.70\|-1.72\|21.85\|22.20\|21.38\|39923;2026-05-27\|21.32\|-1.75\|21.53\|21.82\|21.06\|37079;2026-05-28\|20.65\|-3.14\|21.32\|21.53\|20.50\|42671;2026-05-29\|21.03\|1.84\|21.00\|21.55\|20.29\|51336;2026-06-01\|21.11\|0.38\|21.42\|21.87\|20.94\|34851;2026-06-02\|20.18\|-4.41\|21.00\|21.01\|19.95\|37952;2026-06-03\|19.96\|-1.09\|20.38\|20.38\|19.70\|28106;2026-06-04\|19.65\|-1.55\|19.92\|20.20\|19.50\|25838;2026-06-05\|19.65\|0.00\|19.77\|20.10\|19.37\|29409;2026-06-08\|18.60\|-5.34\|19.25\|19.72\|18.39\|40326;2026-06-09\|19.24\|3.44\|19.12\|19.76\|18.55\|52284;2026-06-10\|18.90\|-1.77\|19.31\|19.31\|18.40\|34346;2026-06-11\|18.48\|-2.22\|18.60\|18.91\|18.31\|22646;2026-06-12\|19.08\|3.25\|18.81\|19.15\|18.42\|45601;2026-06-15\|18.51\|-1.70\|18.99\|19.12\|18.35\|31658;2026-06-16\|18.55\|0.22\|18.88\|18.88\|18.12\|37789;2026-06-17\|18.12\|-2.32\|18.44\|18.51\|17.94\|32672;2026-06-18\|18.29\|0.94\|18.22\|19.10\|17.77\|64595;2026-06-22\|18.13\|-0.87\|18.11\|18.17\|17.18\|47755;2026-06-23\|18.75\|3.42\|18.20\|19.10\|17.99\|59841;2026-06-24\|18.25\|-2.67\|18.91\|19.25\|18.22\|58340;2026-06-25\|20.66\|13.21\|18.50\|21.70\|17.23\|169744;2026-06-26\|18.06\|-12.58\|20.59\|20.96\|17.73\|147005;2026-06-29\|20.05\|11.02\|17.98\|20.56\|17.37\|154430;2026-06-30\|20.71\|3.29\|19.77\|20.90\|19.52\|110883;2026-07-01\|21.96\|6.04\|20.80\|22.14\|19.70\|138680;2026-07-02\|21.90\|-0.27\|21.89\|23.66\|21.61\|133125;2026-07-03\|22.08\|0.82\|22.31\|22.71\|21.33\|94355;2026-07-06\|22.44\|1.63\|21.92\|23.54\|21.62\|114247;2026-07-07\|20.97\|-6.55\|22.25\|22.27\|20.70\|73379;2026-07-08\|20.18\|-3.77\|20.94\|21.43\|20.00\|58989;2026-07-09\|20.20\|0.10\|19.87\|21.09\|19.77\|52865;2026-07-10\|21.43\|6.09\|19.80\|21.78\|19.65\|9539046
117464	“医保+商保”双目录谈判进入实质性阶段	希维她上市+APL-1702获批+创新药商业化行业原因： 1、据中国基金报3月6日报道，《2026年政府工作报告》发布，多处内容涉及医药生物，包括明确打造生物医药等新兴支柱产业、培育脑机接口等未来产业。 2、据中国证券报3月6日报道，据西南证券统计，2026年前两个月的BD总包已经突破500亿美元，接近2025年全年的四成；首付款超30亿美元，超过2025年的四成。公司原因： 1、据2026年3月3日公告，公司核心产品APL-1702希维她®获国家药监局批准上市，系全球首个用于宫颈CIN2的非手术无创治疗药械组合产品，填补临床空白。 2、据2025年8月29日公告的2025年半年度报告，公司专注泌尿生殖系统肿瘤及女性健康领域，拥有TIMN、TAIDD、DDC三大技术平台，形成诊疗一体化创新药管线，覆盖宫颈HSIL、乳腺癌、卵巢癌等适应症。 3、据2025年12月29日投资者关系活动记录表，公司已启动公立医院全渠道商业化布局，组建专业推广团队，加速APL-1702放量。	专注于泌尿生殖系统肿瘤及其它重大疾病领域的全球化创新药公司	2026-03-03\|11.39\|-4.12\|11.89\|11.97\|11.08\|129527;2026-03-04\|13.67\|20.02\|12.10\|13.67\|12.01\|416768;2026-03-05\|13.98\|2.27\|14.49\|14.86\|13.73\|527818;2026-03-06\|16.78\|20.03\|14.14\|16.78\|14.02\|610777;2026-03-09\|17.66\|5.24\|16.91\|17.78\|16.33\|616565;2026-03-10\|16.91\|-4.25\|17.34\|18.11\|16.90\|479380;2026-03-11\|16.75\|-0.95\|17.20\|17.28\|16.20\|391359;2026-03-12\|15.80\|-5.67\|16.60\|16.75\|15.31\|446704;2026-03-13\|15.25\|-3.48\|15.51\|16.02\|14.92\|267642;2026-03-16\|14.74\|-3.34\|14.98\|15.24\|14.38\|225718;2026-03-17\|14.50\|-1.63\|14.75\|15.35\|14.48\|257572;2026-03-18\|14.86\|2.48\|14.69\|14.93\|14.30\|181654;2026-03-19\|14.20\|-4.44\|14.55\|14.66\|14.13\|188969;2026-03-20\|13.68\|-3.66\|14.13\|14.34\|13.67\|168154;2026-03-23\|12.39\|-9.43\|13.43\|13.49\|12.32\|244274;2026-03-24\|13.05\|5.33\|12.79\|13.47\|12.76\|257882;2026-03-25\|13.23\|1.38\|13.18\|13.66\|13.01\|163852;2026-03-26\|12.86\|-2.80\|13.34\|13.49\|12.85\|125623;2026-03-27\|13.60\|5.75\|12.53\|13.83\|12.53\|208010;2026-03-30\|13.38\|-1.62\|13.41\|13.64\|13.28\|141327;2026-03-31\|13.08\|-2.24\|13.39\|13.84\|13.08\|154016;2026-04-01\|14.52\|11.01\|13.38\|14.63\|13.30\|300793;2026-04-02\|14.30\|-1.52\|14.44\|14.58\|14.14\|216031;2026-04-03\|13.83\|-3.29\|14.12\|14.15\|13.68\|173880;2026-04-07\|13.88\|0.36\|13.80\|14.35\|13.46\|154477;2026-04-08\|14.32\|3.17\|14.14\|14.32\|13.94\|154951;2026-04-09\|14.01\|-2.16\|14.22\|14.39\|13.94\|136179;2026-04-10\|13.99\|-0.14\|13.95\|14.32\|13.82\|119792;2026-04-13\|13.91\|-0.57\|13.85\|14.07\|13.71\|95933;2026-04-14\|14.14\|1.65\|13.97\|14.14\|13.72\|129194;2026-04-15\|14.20\|0.42\|14.46\|14.59\|13.88\|216556;2026-04-16\|14.21\|0.07\|14.11\|14.49\|13.93\|154803;2026-04-17\|13.88\|-2.32\|14.10\|14.20\|13.80\|143490;2026-04-20\|13.53\|-2.52\|13.73\|13.89\|13.47\|141088;2026-04-21\|13.17\|-2.66\|13.53\|13.61\|13.10\|126468;2026-04-22\|13.34\|1.29\|13.08\|13.39\|13.03\|96910;2026-04-23\|13.06\|-2.10\|13.31\|13.38\|12.92\|78772;2026-04-24\|12.92\|-1.07\|13.08\|13.13\|12.81\|65535;2026-04-27\|12.93\|0.08\|12.91\|13.07\|12.70\|73491;2026-04-28\|12.73\|-1.55\|13.07\|13.24\|12.68\|91670;2026-04-29\|12.76\|0.24\|12.67\|12.89\|12.63\|58087;2026-04-30\|12.86\|0.78\|12.71\|13.08\|12.70\|91435;2026-05-06\|12.70\|-1.24\|12.80\|12.89\|12.66\|116990;2026-05-07\|13.30\|4.72\|12.72\|13.44\|12.70\|196405;2026-05-08\|12.98\|-2.41\|13.40\|13.40\|12.93\|115018;2026-05-11\|13.17\|1.46\|12.98\|13.30\|12.77\|134777;2026-05-12\|12.93\|-1.82\|13.10\|13.16\|12.84\|126206;2026-05-13\|12.82\|-0.85\|12.83\|12.91\|12.51\|98031;2026-05-14\|12.53\|-2.26\|12.84\|12.97\|12.53\|70084;2026-05-15\|12.51\|-0.16\|12.58\|12.78\|12.39\|81277;2026-05-18\|12.56\|0.40\|12.54\|12.80\|12.24\|106619;2026-05-19\|12.64\|0.64\|12.51\|12.74\|12.44\|66332;2026-05-20\|12.60\|-0.32\|12.65\|12.90\|12.52\|96400;2026-05-21\|12.35\|-1.98\|12.56\|13.00\|12.35\|139336;2026-05-22\|12.39\|0.32\|12.58\|12.58\|12.09\|90737;2026-05-25\|12.24\|-1.21\|12.51\|12.65\|12.12\|78778;2026-05-26\|11.92\|-2.61\|12.17\|12.35\|11.79\|88786;2026-05-27\|11.63\|-2.43\|11.98\|11.98\|11.59\|73888;2026-05-28\|11.52\|-0.95\|11.60\|11.69\|11.38\|71473;2026-05-29\|11.38\|-1.22\|11.55\|11.74\|11.23\|103292;2026-06-01\|10.96\|-3.69\|11.49\|11.68\|10.96\|110527;2026-06-02\|10.61\|-3.19\|10.96\|10.98\|10.45\|101603;2026-06-03\|10.32\|-2.73\|10.65\|10.67\|10.25\|90696;2026-06-04\|10.26\|-0.58\|10.30\|10.71\|10.09\|105714;2026-06-05\|10.40\|1.36\|10.35\|10.53\|10.20\|73900;2026-06-08\|10.05\|-3.37\|10.45\|10.67\|9.93\|114450;2026-06-09\|10.07\|0.20\|10.06\|10.30\|9.91\|60179;2026-06-10\|10.08\|0.10\|10.02\|10.11\|9.81\|76150;2026-06-11\|9.90\|-1.79\|9.97\|10.07\|9.81\|54253;2026-06-12\|10.30\|4.04\|9.99\|10.34\|9.92\|71214;2026-06-15\|10.22\|-0.78\|10.40\|10.51\|10.11\|69904;2026-06-16\|10.38\|1.57\|10.22\|10.49\|10.07\|86051;2026-06-17\|10.15\|-2.22\|10.30\|10.38\|10.10\|55500;2026-06-18\|10.18\|0.30\|10.16\|10.37\|9.97\|81294;2026-06-22\|9.99\|-1.87\|10.17\|10.17\|9.61\|109935;2026-06-23\|10.04\|0.50\|9.90\|10.31\|9.88\|123107;2026-06-24\|9.85\|-1.89\|10.10\|10.15\|9.73\|124363;2026-06-25\|9.66\|-1.93\|9.75\|9.89\|9.36\|120270;2026-06-26\|9.19\|-4.87\|9.54\|9.65\|9.17\|100218;2026-06-29\|10.22\|11.21\|9.11\|10.32\|8.93\|224380;2026-06-30\|9.92\|-2.94\|10.22\|10.23\|9.84\|114474;2026-07-01\|11.19\|12.80\|9.91\|11.47\|9.74\|239624;2026-07-02\|11.03\|-1.43\|11.05\|11.43\|10.97\|188565;2026-07-03\|11.27\|2.18\|11.02\|11.42\|10.88\|148444;2026-07-06\|12.23\|8.52\|11.58\|12.99\|11.38\|294690;2026-07-07\|13.10\|7.11\|12.16\|13.28\|12.10\|322977;2026-07-08\|13.22\|0.92\|13.36\|14.22\|13.06\|374696;2026-07-09\|12.47\|-5.67\|13.01\|13.30\|12.35\|274776;2026-07-10\|12.80\|2.65\|12.16\|13.27\|12.16\|25003931
117463	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：国务院出台药品价格机制新政，强调支持创新药合理定价与医保准入；公司作为肿瘤创新药龙头，恩沙替尼等核心品种放量加速，研发管线厚度仅次于恒瑞医药；涨停缘由：药品价格新政利好、肿瘤药刚性需求、研发管线价值重估、医保谈判预期升温；资金逻辑：医药板块资金回流，主力资金连续两日净流入，叠加估值处于近三年低位，配置价值凸显；风险提示：新药临床失败风险始终存在，2025年销售费用率达62.4%，盈利质量承压	公司是稀缺的肿瘤创新药行业标杆，新药研发管线厚度仅次于恒瑞医药；一季度净利润同比增长135.71%	2026-03-03\|42.45\|-4.00\|44.38\|44.58\|42.41\|62145;2026-03-04\|41.85\|-1.41\|42.10\|42.78\|41.55\|42994;2026-03-05\|42.30\|1.08\|42.43\|42.98\|41.75\|43155;2026-03-06\|44.01\|4.04\|42.20\|44.27\|42.05\|56227;2026-03-09\|43.45\|-1.27\|43.31\|43.69\|42.72\|40900;2026-03-10\|44.49\|2.39\|43.70\|44.61\|43.70\|38557;2026-03-11\|43.98\|-1.15\|44.55\|44.55\|43.90\|28500;2026-03-12\|43.55\|-0.98\|44.08\|44.11\|43.29\|24701;2026-03-13\|43.25\|-0.69\|43.69\|43.93\|43.14\|25578;2026-03-16\|44.14\|2.06\|43.36\|44.57\|43.03\|51180;2026-03-17\|43.63\|-1.16\|44.15\|44.80\|43.62\|55154;2026-03-18\|44.58\|2.18\|43.60\|45.29\|43.43\|68980;2026-03-19\|43.34\|-2.78\|44.14\|44.46\|43.15\|41466;2026-03-20\|42.60\|-1.71\|43.39\|44.05\|42.60\|38839;2026-03-23\|40.30\|-5.40\|41.96\|42.49\|40.10\|58112;2026-03-24\|41.75\|3.60\|40.95\|41.79\|40.92\|50349;2026-03-25\|42.08\|0.79\|41.90\|42.40\|41.84\|32307;2026-03-26\|40.98\|-2.61\|42.26\|42.75\|40.80\|38106;2026-03-27\|43.28\|5.61\|40.76\|43.66\|40.66\|84429;2026-03-30\|44.04\|1.76\|42.98\|44.78\|42.88\|83786;2026-03-31\|43.60\|-1.00\|43.93\|44.98\|43.51\|60189;2026-04-01\|45.87\|5.21\|44.24\|45.99\|43.69\|127397;2026-04-02\|45.73\|-0.31\|45.75\|46.31\|45.25\|111348;2026-04-03\|44.18\|-3.39\|45.28\|45.48\|43.92\|82673;2026-04-07\|44.48\|0.68\|44.36\|45.16\|43.55\|59027;2026-04-08\|45.11\|1.42\|45.34\|45.63\|44.55\|83705;2026-04-09\|44.11\|-2.22\|44.87\|45.68\|44.07\|72206;2026-04-10\|44.25\|0.32\|44.26\|45.39\|43.90\|73019;2026-04-13\|43.60\|-1.47\|44.01\|44.25\|43.58\|53504;2026-04-14\|44.87\|2.91\|43.39\|45.99\|43.39\|116795;2026-04-15\|45.70\|1.85\|46.10\|46.30\|44.60\|133745;2026-04-16\|45.09\|-1.33\|45.50\|45.55\|44.51\|80459;2026-04-17\|44.07\|-2.26\|44.91\|44.91\|43.71\|72285;2026-04-20\|44.09\|0.05\|44.00\|44.69\|43.83\|60315;2026-04-21\|44.00\|-0.20\|44.25\|45.00\|43.67\|58912;2026-04-22\|44.17\|0.39\|43.61\|44.28\|43.00\|75708;2026-04-23\|49.90\|12.97\|46.56\|50.85\|46.56\|376203;2026-04-24\|49.41\|-0.98\|49.86\|50.85\|48.60\|189343;2026-04-27\|49.48\|0.14\|49.00\|49.77\|48.49\|133957;2026-04-28\|49.52\|0.08\|49.59\|51.35\|48.80\|164989;2026-04-29\|48.17\|-2.73\|49.01\|49.26\|47.91\|130111;2026-04-30\|51.94\|7.83\|48.41\|53.45\|48.27\|254970;2026-05-06\|52.95\|1.94\|52.12\|53.47\|51.77\|159411;2026-05-07\|52.96\|0.02\|52.95\|53.82\|52.33\|115376;2026-05-08\|51.44\|-2.87\|52.58\|53.29\|51.20\|109099;2026-05-11\|53.33\|3.67\|51.40\|53.80\|50.72\|177699;2026-05-12\|52.90\|-0.81\|53.03\|53.77\|51.96\|138931;2026-05-13\|51.23\|-3.16\|52.41\|52.85\|50.86\|131408;2026-05-14\|50.10\|-2.21\|51.25\|52.08\|50.07\|100126;2026-05-15\|50.55\|0.90\|50.09\|51.28\|49.20\|102555;2026-05-18\|48.99\|-3.09\|50.55\|50.55\|48.38\|111264;2026-05-19\|48.71\|-0.57\|48.93\|49.95\|48.24\|83961;2026-05-20\|48.83\|0.25\|48.69\|49.52\|47.77\|86636;2026-05-21\|49.68\|1.74\|48.86\|51.38\|48.83\|150637;2026-05-22\|48.66\|-2.05\|49.78\|50.10\|48.10\|103559;2026-05-25\|48.22\|-0.90\|48.15\|48.70\|47.38\|76343;2026-05-26\|48.10\|-0.25\|47.94\|48.95\|47.13\|76343;2026-05-27\|49.97\|3.89\|48.15\|51.20\|47.16\|143446;2026-05-28\|48.67\|-2.60\|49.48\|50.25\|47.66\|92965;2026-05-29\|52.68\|8.24\|48.68\|53.55\|48.66\|244120;2026-06-01\|51.22\|-2.77\|52.79\|53.39\|50.70\|179239;2026-06-02\|48.33\|-5.64\|50.64\|50.68\|47.57\|155001;2026-06-03\|47.80\|-1.10\|47.74\|48.56\|46.56\|100164;2026-06-04\|48.08\|0.59\|47.95\|48.80\|47.66\|89507;2026-06-05\|48.88\|1.66\|49.31\|52.48\|48.71\|194261;2026-06-08\|48.91\|0.06\|48.41\|50.95\|47.77\|149209;2026-06-09\|51.15\|4.90\|49.56\|52.49\|48.78\|189155;2026-06-10\|50.61\|-1.06\|50.85\|51.67\|49.88\|120355;2026-06-11\|52.80\|4.33\|50.27\|53.13\|50.03\|198316;2026-06-12\|53.86\|2.01\|52.33\|53.86\|51.15\|214440;2026-06-15\|53.35\|-0.95\|52.83\|53.77\|52.32\|163529;2026-06-16\|50.54\|-5.27\|53.13\|53.13\|50.06\|199965;2026-06-17\|50.75\|0.42\|50.30\|51.59\|50.06\|116753;2026-06-18\|54.98\|8.34\|49.99\|57.13\|48.29\|343538;2026-06-22\|58.55\|6.49\|55.02\|58.67\|54.90\|284254;2026-06-23\|58.35\|-0.34\|57.97\|60.12\|57.58\|248044;2026-06-24\|58.94\|1.01\|58.91\|60.75\|58.71\|257258;2026-06-25\|61.85\|4.94\|59.00\|62.70\|57.76\|276240;2026-06-26\|57.88\|-6.42\|61.35\|62.37\|57.88\|214331;2026-06-29\|64.44\|11.33\|58.65\|66.00\|57.98\|321708;2026-06-30\|65.07\|0.98\|64.20\|65.30\|63.40\|206953;2026-07-01\|67.95\|4.43\|64.16\|69.85\|62.12\|297991;2026-07-02\|67.20\|-1.10\|67.00\|70.22\|66.10\|268380;2026-07-03\|72.90\|8.48\|67.89\|73.30\|65.58\|285202;2026-07-06\|68.68\|-5.79\|71.45\|78.18\|68.50\|437878;2026-07-07\|64.80\|-5.65\|68.80\|68.81\|63.80\|290573;2026-07-08\|62.00\|-4.32\|65.06\|66.11\|61.80\|251851;2026-07-09\|64.82\|4.55\|62.09\|65.88\|61.28\|219465;2026-07-10\|65.86\|1.60\|64.46\|69.10\|63.60\|234933
117462	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：舒沃哲获FDA突破性疗法认定，叠加“医保+商保”双目录谈判实质性启动，创新药出海与国内准入双重催化；涨停缘由：国际化临床进展+国内双目录机制同步落地，预申报及8年价格保护增强真创新品种估值支撑；资金逻辑：资金抢筹具备全球竞争力、临床数据扎实的First-in-class靶向药企业，预期谈判通过率高且放量空间打开；风险提示：舒沃哲国内III期数据尚未完全披露，医保谈判结果及商业化节奏存在不确定性	创新驱动型生物医药公司，新型肺癌靶向药舒沃哲获FDA突破性疗法认定	2026-03-03\|47.53\|-3.41\|49.01\|49.97\|47.02\|27671;2026-03-04\|47.59\|0.13\|48.48\|48.49\|46.66\|21648;2026-03-05\|48.55\|2.02\|48.10\|49.45\|47.52\|20870;2026-03-06\|50.75\|4.53\|48.55\|51.57\|48.37\|29710;2026-03-09\|49.90\|-1.67\|50.01\|50.72\|48.90\|20420;2026-03-10\|52.58\|5.37\|50.31\|52.99\|50.31\|29286;2026-03-11\|50.71\|-3.56\|52.59\|52.98\|50.70\|22551;2026-03-12\|49.19\|-3.00\|50.51\|50.79\|48.89\|21640;2026-03-13\|48.23\|-1.95\|49.00\|49.29\|47.90\|26830;2026-03-16\|49.25\|2.11\|48.80\|49.40\|47.60\|29992;2026-03-17\|50.35\|2.23\|49.20\|52.33\|48.68\|35012;2026-03-18\|50.72\|0.73\|51.16\|51.65\|49.72\|20267;2026-03-19\|49.65\|-2.11\|50.02\|51.02\|49.51\|16847;2026-03-20\|48.64\|-2.03\|49.56\|50.65\|48.48\|16909;2026-03-23\|48.49\|-0.31\|51.08\|52.70\|47.60\|67490;2026-03-24\|52.90\|9.09\|51.88\|54.50\|49.98\|86322;2026-03-25\|51.90\|-1.89\|52.00\|54.31\|51.50\|56634;2026-03-26\|51.60\|-0.58\|51.96\|53.80\|51.00\|50061;2026-03-27\|56.00\|8.53\|51.51\|58.25\|50.28\|101532;2026-03-30\|55.60\|-0.71\|55.02\|57.27\|54.40\|56623;2026-03-31\|54.19\|-2.54\|55.50\|56.50\|53.92\|36690;2026-04-01\|59.07\|9.01\|55.16\|59.20\|55.16\|75175;2026-04-02\|58.57\|-0.85\|58.50\|59.56\|57.36\|50573;2026-04-03\|57.50\|-1.83\|56.76\|58.19\|55.90\|44292;2026-04-07\|56.00\|-2.61\|58.00\|58.00\|55.49\|33779;2026-04-08\|57.56\|2.79\|57.47\|58.26\|56.01\|38731;2026-04-09\|55.45\|-3.67\|57.00\|58.36\|55.00\|41957;2026-04-10\|55.38\|-0.13\|55.90\|56.58\|54.88\|33725;2026-04-13\|57.16\|3.21\|54.95\|58.56\|54.31\|37504;2026-04-14\|57.91\|1.31\|56.88\|58.27\|56.20\|32707;2026-04-15\|60.20\|3.95\|59.50\|60.98\|57.00\|54123;2026-04-16\|61.05\|1.41\|59.55\|61.89\|58.80\|46257;2026-04-17\|59.06\|-3.26\|61.06\|61.22\|58.27\|48976;2026-04-20\|58.02\|-1.76\|59.20\|60.19\|57.69\|34724;2026-04-21\|55.72\|-3.96\|57.70\|58.40\|55.00\|34359;2026-04-22\|57.96\|4.02\|55.71\|58.14\|55.12\|38567;2026-04-23\|56.82\|-1.97\|57.60\|59.31\|56.00\|35948;2026-04-24\|55.60\|-2.15\|56.77\|57.28\|55.00\|28751;2026-04-27\|56.20\|1.08\|55.05\|57.56\|54.25\|31522;2026-04-28\|55.77\|-0.77\|56.00\|57.69\|55.52\|30383;2026-04-29\|55.53\|-0.43\|55.89\|55.89\|54.62\|22634;2026-04-30\|56.70\|2.11\|56.20\|59.10\|56.20\|40094;2026-05-06\|57.20\|0.88\|56.69\|58.19\|55.70\|37250;2026-05-07\|56.89\|-0.54\|57.71\|58.83\|56.26\|34844;2026-05-08\|54.32\|-4.52\|56.45\|56.88\|54.25\|42284;2026-05-11\|57.02\|4.97\|54.15\|57.57\|52.16\|61449;2026-05-12\|57.20\|0.32\|56.62\|58.56\|55.90\|51364;2026-05-13\|56.58\|-1.08\|57.00\|57.35\|55.66\|28406;2026-05-14\|55.11\|-2.60\|56.57\|58.58\|54.86\|37450;2026-05-15\|53.32\|-3.25\|54.96\|55.37\|53.01\|40428;2026-05-18\|50.82\|-4.69\|53.32\|53.60\|50.37\|36283;2026-05-19\|50.94\|0.24\|50.67\|51.42\|49.90\|30400;2026-05-20\|52.00\|2.08\|50.59\|52.55\|50.59\|30002;2026-05-21\|57.56\|10.69\|52.20\|60.74\|52.20\|100803;2026-05-22\|54.56\|-5.21\|57.66\|57.97\|53.80\|55988;2026-05-25\|54.83\|0.49\|54.30\|55.13\|53.30\|33201;2026-05-26\|54.14\|-1.26\|55.15\|56.50\|53.36\|29168;2026-05-27\|54.42\|0.52\|53.82\|55.61\|52.70\|36974;2026-05-28\|54.23\|-0.35\|56.40\|59.00\|53.09\|60539;2026-05-29\|55.53\|2.40\|54.25\|56.67\|52.05\|64162;2026-06-01\|48.61\|-12.46\|57.22\|57.22\|47.68\|125325;2026-06-02\|43.15\|-11.23\|47.60\|48.48\|42.32\|107832;2026-06-03\|42.10\|-2.43\|42.20\|42.90\|41.00\|82637;2026-06-04\|40.61\|-3.54\|42.00\|42.30\|40.43\|46699;2026-06-05\|39.49\|-2.76\|41.20\|41.80\|39.38\|59665;2026-06-08\|37.76\|-4.38\|38.50\|39.98\|37.40\|48143;2026-06-09\|37.73\|-0.08\|38.20\|38.93\|36.25\|71074;2026-06-10\|37.61\|-0.32\|37.89\|37.89\|36.10\|70159;2026-06-11\|37.11\|-1.33\|37.68\|37.87\|36.59\|57140;2026-06-12\|38.75\|4.42\|37.46\|39.29\|36.85\|95387;2026-06-15\|37.93\|-2.12\|38.65\|39.13\|37.80\|64782;2026-06-16\|36.95\|-2.58\|38.12\|38.12\|36.78\|48757;2026-06-17\|36.60\|-0.95\|36.82\|37.25\|36.50\|39840;2026-06-18\|37.96\|3.72\|36.58\|38.96\|35.95\|70683;2026-06-22\|37.59\|-0.97\|38.00\|38.00\|35.73\|59463;2026-06-23\|38.43\|2.23\|37.32\|39.38\|37.10\|68423;2026-06-24\|39.81\|3.59\|39.25\|40.79\|38.70\|84479;2026-06-25\|39.05\|-1.91\|39.44\|39.49\|37.61\|63990;2026-06-26\|36.49\|-6.56\|38.61\|39.19\|35.92\|74922;2026-06-29\|40.70\|11.54\|36.54\|41.38\|35.97\|117745;2026-06-30\|39.93\|-1.89\|40.78\|41.60\|39.73\|67031;2026-07-01\|43.81\|9.72\|39.87\|43.88\|38.99\|106625;2026-07-02\|43.63\|-0.41\|44.13\|45.95\|43.29\|118876;2026-07-03\|48.48\|11.12\|44.28\|49.00\|43.92\|147355;2026-07-06\|49.50\|2.10\|48.00\|52.27\|46.50\|141279;2026-07-07\|46.21\|-6.65\|48.50\|49.50\|45.91\|112076;2026-07-08\|45.18\|-2.23\|47.20\|47.80\|45.01\|71927;2026-07-09\|46.28\|2.43\|44.73\|48.20\|43.80\|73840;2026-07-10\|46.76\|1.04\|45.80\|48.90\|44.69\|8422093
117461	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：公司与KuCoin签署战略合作意向书，拟推进中国首个以“创新药研发未来收益权”为底层资产的RWA代币化试点，契合资本市场对创新药金融化新路径期待；涨停缘由：RWA试点探索打通创新药早期价值发现与资本化通道，叠加“医保+商保”双目录提升资产确定性；资金逻辑：游资主导炒作稀缺性金融创新题材，借势双目录政策热度强化市场对创新药资产证券化想象空间；风险提示：RWA项目尚处意向阶段，监管审批、技术实施及商业落地均存在重大不确定性	翰宇药业与全球领先的数字资产平台KuCoin正式签署战略合作意向书，双方拟共同探索在香港共同推进中国内地首个以“创新药研发未来收益权”为底层资产的RWA（Real World Asset）代币化试点项目。	2026-03-03\|16.49\|-5.56\|17.42\|17.59\|16.47\|279357;2026-03-04\|16.36\|-0.79\|16.32\|16.67\|16.23\|160988;2026-03-05\|16.41\|0.31\|16.68\|16.74\|16.39\|151997;2026-03-06\|17.20\|4.81\|16.39\|17.26\|16.35\|302022;2026-03-09\|17.46\|1.51\|17.05\|17.61\|16.90\|238075;2026-03-10\|17.86\|2.29\|17.63\|17.88\|17.56\|198492;2026-03-11\|18.07\|1.18\|17.87\|18.48\|17.83\|283588;2026-03-12\|17.74\|-1.83\|18.07\|18.07\|17.54\|193084;2026-03-13\|17.69\|-0.28\|17.67\|18.05\|17.57\|140750;2026-03-16\|18.05\|2.04\|17.71\|18.09\|17.70\|167838;2026-03-17\|18.26\|1.16\|18.15\|18.49\|18.10\|238450;2026-03-18\|18.53\|1.48\|18.37\|18.56\|17.85\|243394;2026-03-19\|18.96\|2.32\|18.25\|19.28\|18.21\|493219;2026-03-20\|18.06\|-4.75\|18.73\|19.20\|18.03\|360605;2026-03-23\|17.35\|-3.93\|17.74\|18.15\|17.28\|300099;2026-03-24\|17.94\|3.40\|17.60\|18.05\|17.56\|231576;2026-03-25\|17.82\|-0.67\|17.95\|18.10\|17.68\|197185;2026-03-26\|17.84\|0.11\|17.68\|18.05\|17.61\|186962;2026-03-27\|18.80\|5.38\|17.61\|18.94\|17.58\|468733;2026-03-30\|19.19\|2.07\|18.67\|19.19\|18.67\|439959;2026-03-31\|18.88\|-1.62\|19.00\|19.45\|18.88\|347485;2026-04-01\|20.15\|6.73\|18.97\|20.16\|18.74\|797024;2026-04-02\|20.16\|0.05\|19.80\|21.30\|19.57\|851935;2026-04-03\|19.42\|-3.67\|19.65\|20.03\|19.23\|558105;2026-04-07\|19.50\|0.41\|19.36\|19.80\|18.97\|409432;2026-04-08\|20.77\|6.51\|19.61\|20.88\|19.61\|753809;2026-04-09\|20.79\|0.10\|20.40\|21.10\|20.22\|655108;2026-04-10\|21.53\|3.56\|20.58\|21.69\|20.45\|853336;2026-04-13\|20.98\|-2.55\|21.32\|21.55\|20.91\|543875;2026-04-14\|21.21\|1.10\|20.88\|21.41\|20.70\|514449;2026-04-15\|20.94\|-1.27\|21.22\|21.55\|20.66\|568968;2026-04-16\|20.95\|0.05\|20.78\|21.48\|20.66\|458956;2026-04-17\|21.25\|1.43\|20.88\|21.38\|20.81\|453680;2026-04-20\|21.69\|2.07\|21.00\|21.98\|20.95\|545224;2026-04-21\|21.81\|0.55\|21.55\|22.00\|21.48\|470336;2026-04-22\|22.57\|3.48\|21.63\|22.95\|21.63\|654584;2026-04-23\|22.05\|-2.30\|22.38\|22.99\|21.65\|514415;2026-04-24\|21.74\|-1.41\|21.83\|22.10\|21.58\|316345;2026-04-27\|22.39\|2.99\|22.00\|22.48\|21.95\|420906;2026-04-28\|22.10\|-1.30\|22.40\|22.64\|22.06\|387414;2026-04-29\|20.98\|-5.07\|21.88\|21.88\|20.45\|650928;2026-04-30\|20.74\|-1.14\|21.08\|21.24\|20.40\|482507;2026-05-06\|20.91\|0.82\|20.81\|21.44\|20.48\|513015;2026-05-07\|20.98\|0.33\|21.15\|21.68\|20.80\|391997;2026-05-08\|20.44\|-2.57\|20.78\|20.92\|20.40\|369415;2026-05-11\|20.51\|0.34\|20.41\|20.64\|19.66\|550658;2026-05-12\|20.12\|-1.90\|20.31\|20.47\|19.90\|327644;2026-05-13\|22.97\|14.16\|19.90\|23.45\|19.80\|1143595;2026-05-14\|22.54\|-1.87\|22.94\|23.29\|22.50\|686039;2026-05-15\|23.36\|3.64\|22.36\|23.90\|22.35\|778340;2026-05-18\|24.31\|4.07\|23.00\|24.50\|22.98\|785891;2026-05-19\|23.92\|-1.60\|24.03\|24.60\|23.42\|531569;2026-05-20\|23.50\|-1.76\|23.69\|24.02\|22.85\|478768;2026-05-21\|22.75\|-3.19\|23.55\|24.00\|22.68\|458404;2026-05-22\|24.55\|7.91\|23.51\|24.86\|23.43\|863060;2026-05-25\|25.41\|3.50\|24.86\|26.56\|24.86\|756139;2026-05-26\|25.34\|-0.28\|25.05\|25.46\|24.51\|445797;2026-05-27\|24.62\|-2.84\|25.09\|25.45\|24.53\|395651;2026-05-28\|24.35\|-1.10\|24.69\|24.90\|23.50\|407174;2026-05-29\|23.11\|-5.09\|24.51\|24.83\|23.01\|441791;2026-06-01\|22.19\|-3.98\|23.22\|23.44\|22.14\|392188;2026-06-02\|22.70\|2.30\|22.10\|22.95\|21.40\|391469;2026-06-03\|22.34\|-1.59\|22.54\|22.90\|22.06\|278063;2026-06-04\|22.86\|2.33\|22.23\|23.31\|21.82\|442464;2026-06-05\|21.47\|-6.08\|23.40\|23.49\|21.36\|573552;2026-06-08\|20.58\|-4.15\|20.57\|21.49\|20.34\|360579;2026-06-09\|21.43\|4.13\|20.71\|21.68\|20.36\|347462;2026-06-10\|21.15\|-1.31\|21.34\|21.90\|20.98\|248275;2026-06-11\|20.74\|-1.94\|21.01\|21.25\|20.47\|203334;2026-06-12\|21.86\|5.40\|20.92\|22.39\|20.88\|378559;2026-06-15\|23.03\|5.35\|21.80\|23.15\|21.69\|449791;2026-06-16\|22.98\|-0.22\|22.79\|23.40\|22.49\|334743;2026-06-17\|22.13\|-3.70\|22.82\|23.00\|21.91\|310567;2026-06-18\|22.00\|-0.59\|21.99\|22.40\|21.61\|302940;2026-06-22\|22.51\|2.32\|21.74\|22.58\|20.83\|454863;2026-06-23\|22.28\|-1.02\|22.44\|23.28\|22.22\|525551;2026-06-24\|21.89\|-1.75\|22.10\|22.56\|21.71\|394688;2026-06-25\|21.99\|0.46\|21.48\|22.09\|20.89\|340315;2026-06-26\|19.77\|-10.10\|21.86\|22.20\|19.74\|462254;2026-06-29\|22.10\|11.79\|19.82\|22.28\|18.90\|720999;2026-06-30\|22.08\|-0.09\|22.06\|22.72\|21.87\|438717;2026-07-01\|23.93\|8.38\|22.30\|24.08\|22.10\|777588;2026-07-02\|23.10\|-3.47\|24.03\|25.20\|22.92\|700215;2026-07-03\|24.98\|8.14\|23.43\|25.33\|23.35\|852084;2026-07-06\|25.80\|3.28\|24.87\|26.30\|24.61\|888079;2026-07-07\|24.70\|-4.26\|25.40\|25.81\|24.60\|542149;2026-07-08\|24.77\|0.28\|24.83\|25.90\|24.40\|629038;2026-07-09\|25.78\|4.08\|24.56\|25.90\|23.88\|706344;2026-07-10\|25.44\|-1.32\|25.79\|26.78\|25.06\|886557
117460	“医保+商保”双目录谈判进入实质性阶段	AI制药+CRO服务+减肥药 1、据2023年12月12日互动易，公司自研PR-GPT多模态大模型主要用于处理和生成人类语言以及化学分子描述，具备化学分子生成潜力；据2026年1月5日互动易，DiOrion平台随迭代升级将动态优化智能化工具合作。 2、据2025年半年度报告，公司为国内小分子创新药CRO/CDMO/CMO一站式综合服务商；据2025年9月9日互动易，公司订单模式含FTE、FFS。 3、据2025年9月25日互动易，公司业务涉及减肥领域；据2025年半年度报告，公司商业化生产主要品种为替格瑞洛，国内市场份额较高。	公司AIDD（AI药物设计技术）部门专注于利用人工智能（AI）技术革新药物研发流程，自研的 DiOrion AI 药物设计平台（含九大核心模块、获国家软著），融合 AI 算法与海量数据，覆盖药物研发全流程，已服务 95 个新药项目（7 个进入临床）、45 家客户	2026-03-03\|39.36\|-7.56\|42.62\|43.83\|39.10\|77592;2026-03-04\|38.34\|-2.59\|38.79\|39.41\|38.18\|51356;2026-03-05\|39.80\|3.81\|39.13\|40.29\|38.66\|59877;2026-03-06\|41.00\|3.02\|39.48\|41.41\|39.48\|57056;2026-03-09\|40.85\|-0.37\|39.61\|41.20\|39.52\|53869;2026-03-10\|41.32\|1.15\|41.28\|41.70\|40.85\|40075;2026-03-11\|40.73\|-1.43\|41.46\|41.64\|40.70\|35077;2026-03-12\|40.02\|-1.74\|40.62\|41.07\|39.92\|29451;2026-03-13\|39.59\|-1.07\|39.80\|40.28\|39.50\|30498;2026-03-16\|39.88\|0.73\|39.70\|39.91\|39.12\|27637;2026-03-17\|38.83\|-2.63\|39.70\|40.25\|38.80\|27752;2026-03-18\|39.18\|0.90\|39.07\|39.28\|38.70\|23606;2026-03-19\|37.46\|-4.39\|38.47\|38.75\|37.27\|45318;2026-03-20\|36.11\|-3.60\|37.46\|38.05\|36.10\|38772;2026-03-23\|33.55\|-7.09\|35.51\|35.70\|33.21\|53417;2026-03-24\|35.06\|4.50\|34.28\|35.10\|34.05\|43912;2026-03-25\|35.28\|0.63\|35.20\|35.83\|34.86\|41434;2026-03-26\|34.97\|-0.88\|35.13\|36.08\|34.70\|33828;2026-03-27\|36.90\|5.52\|34.49\|36.97\|34.30\|63831;2026-03-30\|39.43\|6.86\|37.23\|42.52\|37.23\|184077;2026-03-31\|40.61\|2.99\|40.17\|41.80\|39.59\|189144;2026-04-01\|43.79\|7.83\|40.21\|43.83\|39.52\|226509;2026-04-02\|44.35\|1.28\|42.60\|45.97\|41.19\|214869;2026-04-03\|40.99\|-7.58\|42.20\|43.30\|40.90\|148913;2026-04-07\|40.21\|-1.90\|40.80\|41.57\|39.81\|109398;2026-04-08\|41.74\|3.81\|41.00\|41.77\|40.10\|116576;2026-04-09\|40.33\|-3.38\|41.00\|42.04\|40.10\|92636;2026-04-10\|39.86\|-1.17\|40.15\|41.20\|39.60\|86096;2026-04-13\|40.28\|1.05\|39.78\|40.90\|39.08\|65225;2026-04-14\|40.95\|1.66\|40.50\|41.15\|39.72\|86012;2026-04-15\|41.07\|0.29\|41.99\|42.25\|39.65\|129768;2026-04-16\|41.03\|-0.10\|41.02\|41.33\|40.28\|88277;2026-04-17\|40.06\|-2.36\|40.74\|41.20\|39.60\|69888;2026-04-20\|41.07\|2.52\|39.85\|41.15\|39.70\|70719;2026-04-21\|39.91\|-2.82\|40.79\|40.97\|39.34\|65538;2026-04-22\|43.82\|9.80\|39.51\|44.07\|38.90\|139603;2026-04-23\|42.78\|-2.37\|43.40\|45.00\|42.57\|109118;2026-04-24\|43.36\|1.36\|42.57\|44.74\|42.10\|96690;2026-04-27\|42.90\|-1.06\|42.97\|44.30\|42.60\|72376;2026-04-28\|41.60\|-3.03\|42.85\|44.28\|40.60\|105535;2026-04-29\|41.95\|0.84\|40.99\|42.79\|39.60\|78964;2026-04-30\|41.40\|-1.31\|41.80\|42.49\|41.06\|63695;2026-05-06\|42.52\|2.71\|41.52\|43.21\|41.31\|71949;2026-05-07\|43.63\|2.61\|42.66\|43.79\|42.05\|78577;2026-05-08\|42.64\|-2.27\|44.68\|44.75\|42.50\|103109;2026-05-11\|44.40\|4.13\|42.62\|44.49\|41.97\|118452;2026-05-12\|45.49\|2.46\|44.00\|45.78\|43.42\|139841;2026-05-13\|43.73\|-3.87\|45.04\|45.23\|43.58\|103938;2026-05-14\|40.49\|-7.41\|43.44\|44.09\|40.30\|86622;2026-05-15\|39.22\|-3.14\|40.39\|41.28\|38.80\|66984;2026-05-18\|38.85\|-0.94\|39.15\|39.55\|38.50\|43303;2026-05-19\|39.32\|1.21\|38.97\|39.87\|38.89\|41842;2026-05-20\|38.71\|-1.55\|39.41\|40.18\|38.12\|45599;2026-05-21\|38.81\|0.26\|38.72\|40.04\|38.70\|56637;2026-05-22\|38.60\|-0.54\|38.90\|39.43\|37.08\|51156;2026-05-25\|37.76\|-2.18\|38.50\|38.99\|37.13\|46797;2026-05-26\|35.91\|-4.90\|37.28\|37.68\|35.40\|78988;2026-05-27\|35.70\|-0.58\|36.11\|36.20\|35.10\|44626;2026-05-28\|35.83\|0.36\|35.47\|35.95\|34.60\|40615;2026-05-29\|35.34\|-1.37\|35.95\|36.50\|34.86\|62496;2026-06-01\|35.61\|0.76\|35.87\|36.41\|34.63\|52478;2026-06-02\|34.34\|-3.57\|35.48\|35.60\|33.90\|54849;2026-06-03\|34.23\|-0.32\|34.31\|34.68\|33.83\|33152;2026-06-04\|34.04\|-0.56\|34.00\|35.30\|33.64\|55186;2026-06-05\|33.18\|-2.53\|35.00\|35.09\|33.11\|52440;2026-06-08\|32.17\|-3.04\|32.58\|33.30\|31.62\|43117;2026-06-09\|32.73\|1.74\|32.13\|32.86\|31.78\|34901;2026-06-10\|33.34\|1.86\|32.51\|34.00\|32.06\|45395;2026-06-11\|32.50\|-2.52\|32.82\|33.08\|32.00\|37904;2026-06-12\|34.46\|6.03\|32.69\|34.56\|32.59\|61583;2026-06-15\|33.87\|-1.71\|34.10\|34.39\|33.48\|53256;2026-06-16\|33.67\|-0.59\|33.81\|33.84\|32.90\|37191;2026-06-17\|33.53\|-0.42\|33.40\|33.95\|33.18\|28079;2026-06-18\|34.58\|3.13\|33.40\|34.95\|33.25\|59361;2026-06-22\|35.17\|1.71\|34.00\|35.32\|33.03\|69266;2026-06-23\|37.09\|5.46\|34.95\|38.10\|34.77\|107624;2026-06-24\|37.00\|-0.24\|37.00\|37.95\|36.42\|88984;2026-06-25\|36.69\|-0.84\|36.81\|37.44\|35.13\|81294;2026-06-26\|34.58\|-5.75\|36.38\|37.71\|34.56\|65589;2026-06-29\|38.72\|11.97\|34.58\|40.06\|34.00\|128227;2026-06-30\|36.84\|-4.86\|38.50\|38.62\|36.72\|121246;2026-07-01\|39.38\|6.89\|37.20\|39.47\|35.40\|151917;2026-07-02\|38.28\|-2.79\|39.19\|40.99\|38.13\|128088;2026-07-03\|40.10\|4.75\|38.29\|40.44\|37.46\|119833;2026-07-06\|39.55\|-1.37\|39.55\|41.62\|38.88\|148741;2026-07-07\|36.93\|-6.62\|38.59\|38.86\|36.72\|96415;2026-07-08\|34.77\|-5.85\|36.91\|37.80\|34.54\|85634;2026-07-09\|35.50\|2.10\|34.39\|36.46\|33.80\|79185;2026-07-10\|40.16\|13.13\|34.80\|41.32\|34.64\|182438
117459	“医保+商保”双目录谈判进入实质性阶段	布洛芬+原料药+制剂行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月16日机构调研，亨迪药业为全球主要布洛芬原料药厂商，布洛芬制剂疗效确切、安全性高，受益于老龄化加剧需求将持续释放，公司已有片剂、颗粒剂、缓释胶囊和混悬剂等剂型获批上市。 2、据2026年4月16日机构调研，公司积极推进“原料药+制剂”一体化，制剂销售收入同比增长26.11%并突破亿元，心血管类、抗肿瘤类原料药及CDMO业务进展顺利。	公司原料药产品主要为非甾体抗炎类原料药布洛芬和右旋布洛芬等	2026-03-03\|11.92\|-3.64\|12.36\|12.50\|11.92\|58365;2026-03-04\|11.90\|-0.17\|11.80\|11.98\|11.75\|33263;2026-03-05\|11.97\|0.59\|12.07\|12.10\|11.90\|30786;2026-03-06\|12.20\|1.92\|11.89\|12.24\|11.88\|31553;2026-03-09\|12.24\|0.33\|12.11\|12.27\|12.01\|32766;2026-03-10\|12.42\|1.47\|12.28\|12.45\|12.27\|27988;2026-03-11\|12.38\|-0.32\|12.51\|12.52\|12.26\|34110;2026-03-12\|12.23\|-1.21\|12.46\|12.46\|12.16\|29126;2026-03-13\|12.27\|0.33\|12.25\|12.43\|12.17\|29588;2026-03-16\|12.31\|0.33\|12.29\|12.37\|12.20\|26240;2026-03-17\|12.17\|-1.14\|12.29\|12.42\|12.16\|34445;2026-03-18\|12.39\|1.81\|12.16\|12.40\|12.09\|29344;2026-03-19\|12.05\|-2.74\|12.31\|12.37\|12.00\|34951;2026-03-20\|11.75\|-2.49\|12.12\|12.20\|11.70\|30242;2026-03-23\|11.04\|-6.04\|11.75\|11.75\|10.95\|50501;2026-03-24\|11.67\|5.71\|11.29\|11.68\|11.26\|57561;2026-03-25\|11.73\|0.51\|11.66\|11.81\|11.59\|30385;2026-03-26\|11.61\|-1.02\|11.72\|11.99\|11.58\|35213;2026-03-27\|12.07\|3.96\|11.51\|12.07\|11.45\|43044;2026-03-30\|12.12\|0.41\|12.00\|12.20\|11.93\|31423;2026-03-31\|12.04\|-0.66\|12.14\|12.23\|11.91\|40798;2026-04-01\|12.34\|2.49\|12.12\|12.38\|11.97\|66988;2026-04-02\|12.46\|0.97\|12.30\|12.60\|12.21\|79126;2026-04-03\|12.07\|-3.13\|12.41\|12.41\|12.05\|58791;2026-04-07\|12.25\|1.49\|12.07\|12.31\|11.75\|39907;2026-04-08\|12.43\|1.47\|12.30\|12.69\|12.27\|63732;2026-04-09\|12.05\|-3.06\|12.34\|12.48\|12.01\|55872;2026-04-10\|12.15\|0.83\|12.05\|12.30\|12.00\|41529;2026-04-13\|12.04\|-0.91\|12.20\|12.20\|11.97\|32610;2026-04-14\|12.06\|0.17\|12.12\|12.12\|11.88\|35430;2026-04-15\|12.24\|1.49\|12.10\|12.33\|12.06\|51348;2026-04-16\|12.23\|-0.08\|12.20\|12.23\|12.06\|34208;2026-04-17\|12.01\|-1.80\|12.18\|12.19\|11.90\|34612;2026-04-20\|11.92\|-0.75\|12.04\|12.04\|11.88\|26633;2026-04-21\|11.81\|-0.92\|11.90\|12.01\|11.72\|27104;2026-04-22\|11.80\|-0.08\|11.94\|11.94\|11.63\|31758;2026-04-23\|11.44\|-3.05\|11.75\|11.76\|11.42\|51624;2026-04-24\|11.40\|-0.35\|11.40\|11.48\|11.25\|34791;2026-04-27\|11.58\|1.58\|11.42\|11.58\|11.23\|34209;2026-04-28\|11.43\|-1.30\|11.45\|11.64\|11.36\|30607;2026-04-29\|11.45\|0.17\|11.28\|11.56\|11.28\|28427;2026-04-30\|11.49\|0.35\|11.50\|11.56\|11.43\|23686;2026-05-06\|11.49\|0.00\|11.48\|11.62\|11.45\|35889;2026-05-07\|11.43\|-0.52\|11.53\|11.54\|11.37\|32784;2026-05-08\|11.62\|1.66\|11.48\|11.68\|11.44\|43870;2026-05-11\|12.03\|3.53\|11.72\|12.11\|11.62\|88778;2026-05-12\|11.60\|-3.57\|11.96\|12.06\|11.55\|65688;2026-05-13\|11.50\|-0.86\|11.61\|11.61\|11.43\|34795;2026-05-14\|11.16\|-2.96\|11.55\|11.55\|11.16\|42760;2026-05-15\|11.11\|-0.45\|11.16\|11.24\|11.04\|33441;2026-05-18\|10.96\|-1.35\|11.04\|11.11\|10.89\|31902;2026-05-19\|11.08\|1.09\|10.96\|11.15\|10.93\|30987;2026-05-20\|10.87\|-1.90\|11.05\|11.05\|10.79\|24441;2026-05-21\|10.66\|-1.93\|10.83\|10.99\|10.65\|26191;2026-05-22\|10.60\|-0.56\|10.75\|10.75\|10.54\|27622;2026-05-25\|10.47\|-1.23\|10.62\|10.71\|10.34\|26541;2026-05-26\|10.29\|-1.72\|10.48\|10.48\|10.17\|24343;2026-05-27\|10.05\|-2.33\|10.29\|10.29\|9.94\|42154;2026-05-28\|10.11\|0.60\|10.10\|10.19\|9.90\|25417;2026-05-29\|10.16\|0.49\|10.10\|10.28\|10.00\|30830;2026-06-01\|10.24\|0.79\|10.16\|10.28\|10.05\|27125;2026-06-02\|9.98\|-2.54\|10.27\|10.27\|9.93\|28557;2026-06-03\|9.84\|-1.40\|9.98\|10.00\|9.76\|27343;2026-06-04\|9.68\|-1.63\|9.80\|9.87\|9.60\|22970;2026-06-05\|9.80\|1.24\|9.65\|9.91\|9.65\|25397;2026-06-08\|9.53\|-2.76\|9.79\|9.83\|9.37\|27940;2026-06-09\|9.58\|0.52\|9.58\|9.73\|9.42\|26110;2026-06-10\|9.51\|-0.73\|9.69\|9.70\|9.36\|20251;2026-06-11\|9.39\|-1.26\|9.36\|9.53\|9.24\|26268;2026-06-12\|9.54\|2.25\|9.47\|9.57\|9.33\|24209;2026-06-15\|9.59\|0.52\|9.55\|9.74\|9.51\|27840;2026-06-16\|9.47\|-1.25\|9.67\|9.67\|9.38\|22141;2026-06-17\|9.28\|-2.01\|9.45\|9.50\|9.25\|23466;2026-06-18\|9.35\|0.75\|9.29\|9.45\|9.15\|21524;2026-06-22\|9.41\|0.64\|9.34\|9.42\|9.01\|35047;2026-06-23\|11.29\|19.98\|9.69\|11.29\|9.59\|133680;2026-06-24\|11.46\|1.51\|11.83\|12.39\|11.05\|325517;2026-06-25\|11.82\|3.14\|10.88\|12.05\|10.52\|282361;2026-06-26\|10.52\|-11.00\|11.39\|11.48\|10.52\|190788;2026-06-29\|11.78\|11.98\|10.54\|12.02\|10.35\|257961;2026-06-30\|11.32\|-3.90\|11.16\|11.56\|11.16\|169740;2026-07-01\|11.71\|3.45\|11.32\|11.89\|11.00\|179887;2026-07-02\|12.34\|5.38\|11.60\|12.68\|11.51\|299555;2026-07-03\|12.22\|-0.97\|12.02\|12.62\|11.47\|227576;2026-07-06\|12.55\|2.70\|11.95\|13.00\|11.76\|245860;2026-07-07\|11.36\|-9.48\|12.10\|12.28\|11.30\|167438;2026-07-08\|11.25\|-0.97\|11.33\|11.86\|11.00\|123027;2026-07-09\|11.10\|-1.33\|10.95\|11.48\|10.80\|128999;2026-07-10\|11.65\|4.95\|11.01\|11.98\|10.75\|174588
117458	“医保+商保”双目录谈判进入实质性阶段	小核酸+GSK合作+首季盈利 1、据2025年年度报告及2026年3月19日公告，公司与GSK就两款小核酸管线达成全球独家授权，已收4000万美元首付款，开发、监管及商业化里程碑总额最高9.5亿美元并享全球净销售额分级特许权使用费。 2、据2026年第一季度报告，公司2026Q1营收2.97亿元、净利2.27亿元，同比扭亏，主因首付款确认及艾可宁®、远红外治疗贴销售增长。 3、据2025年年度报告，公司以小核酸创新药为核心，FB7013已获临床试验批准，FB7011处于IND支持研究，管线具备First-in-Class潜力。	公司一季报净利润为2.27亿，同比扭亏，因“公司在多个业务领域取得了显著进展。公司专注于生物制药的研发和生产，致力于小核酸类药物的开发和创新”	2026-03-03\|18.50\|-6.09\|19.71\|20.19\|18.48\|141133;2026-03-04\|18.49\|-0.05\|18.51\|19.12\|18.41\|96465;2026-03-05\|18.90\|2.22\|18.86\|19.42\|18.45\|112883;2026-03-06\|20.02\|5.93\|18.82\|20.09\|18.76\|146794;2026-03-09\|19.22\|-4.00\|19.22\|19.47\|18.70\|117715;2026-03-10\|20.42\|6.24\|19.40\|20.48\|19.31\|160643;2026-03-11\|19.79\|-3.09\|20.31\|20.46\|19.58\|118421;2026-03-12\|18.86\|-4.70\|19.65\|19.80\|18.62\|106330;2026-03-13\|19.00\|0.74\|18.83\|19.50\|18.67\|75921;2026-03-16\|19.38\|2.00\|18.84\|19.48\|18.66\|77903;2026-03-17\|19.47\|0.46\|19.19\|20.12\|19.12\|115597;2026-03-18\|19.91\|2.26\|19.38\|19.91\|19.06\|74674;2026-03-19\|19.05\|-4.32\|19.80\|20.08\|18.93\|102596;2026-03-20\|18.28\|-4.04\|19.15\|19.39\|18.27\|73306;2026-03-23\|17.69\|-3.23\|17.74\|18.44\|17.36\|101298;2026-03-24\|18.16\|2.66\|18.02\|18.23\|17.55\|71843;2026-03-25\|18.80\|3.52\|18.22\|19.42\|18.22\|97248;2026-03-26\|18.57\|-1.22\|19.12\|19.45\|18.43\|66711;2026-03-27\|19.91\|7.22\|18.13\|20.00\|18.13\|164111;2026-03-30\|19.85\|-0.30\|19.65\|20.48\|19.60\|137330;2026-03-31\|18.95\|-4.53\|19.78\|20.21\|18.80\|140730;2026-04-01\|21.00\|10.82\|19.28\|21.63\|18.93\|262514;2026-04-02\|20.96\|-0.19\|20.70\|21.53\|20.58\|233044;2026-04-03\|20.41\|-2.62\|20.64\|20.96\|19.75\|193354;2026-04-07\|20.05\|-1.76\|20.20\|20.69\|19.58\|106170;2026-04-08\|20.60\|2.74\|20.20\|20.78\|20.01\|147664;2026-04-09\|19.76\|-4.08\|20.50\|20.99\|19.66\|164236;2026-04-10\|19.78\|0.10\|19.82\|20.29\|19.49\|119505;2026-04-13\|19.70\|-0.40\|19.60\|19.92\|19.17\|86947;2026-04-14\|20.14\|2.23\|19.70\|20.25\|19.48\|112515;2026-04-15\|20.63\|2.43\|20.50\|20.86\|19.68\|174288;2026-04-16\|20.51\|-0.58\|20.28\|20.74\|20.03\|111417;2026-04-17\|19.65\|-4.19\|20.47\|20.47\|19.30\|149583;2026-04-20\|19.07\|-2.95\|19.42\|19.84\|18.98\|107440;2026-04-21\|18.79\|-1.47\|19.08\|19.09\|18.35\|83764;2026-04-22\|19.60\|4.31\|18.99\|19.81\|18.73\|127887;2026-04-23\|18.99\|-3.11\|19.42\|19.57\|18.59\|98329;2026-04-24\|18.95\|-0.21\|18.80\|19.38\|18.56\|85082;2026-04-27\|22.74\|20.00\|22.00\|22.74\|21.69\|708835;2026-04-28\|21.50\|-5.45\|22.80\|23.20\|21.46\|496281;2026-04-29\|21.10\|-1.86\|21.50\|22.06\|20.86\|319809;2026-04-30\|20.93\|-0.81\|21.06\|21.84\|20.67\|275039;2026-05-06\|22.23\|6.21\|21.14\|22.58\|20.90\|284756;2026-05-07\|22.60\|1.66\|22.10\|23.08\|22.00\|215713;2026-05-08\|22.51\|-0.40\|23.00\|23.43\|22.35\|160374;2026-05-11\|24.40\|8.40\|22.28\|24.45\|22.28\|315763;2026-05-12\|24.59\|0.78\|23.88\|25.51\|23.69\|330617;2026-05-13\|23.72\|-3.54\|24.38\|24.38\|23.30\|235298;2026-05-14\|22.78\|-3.96\|23.64\|24.10\|22.76\|176571;2026-05-15\|22.82\|0.18\|22.78\|23.56\|22.56\|183943;2026-05-18\|22.03\|-3.46\|22.50\|22.64\|21.72\|151645;2026-05-19\|22.27\|1.09\|22.02\|22.48\|21.82\|100620;2026-05-20\|22.37\|0.45\|22.05\|23.07\|21.98\|141423;2026-05-21\|22.00\|-1.65\|22.26\|23.20\|21.75\|169366;2026-05-22\|21.87\|-0.59\|22.44\|22.60\|21.14\|121014;2026-05-25\|21.23\|-2.93\|21.95\|22.00\|21.01\|99016;2026-05-26\|21.03\|-0.94\|21.10\|21.28\|20.50\|93201;2026-05-27\|21.39\|1.71\|20.90\|21.66\|20.72\|131948;2026-05-28\|20.79\|-2.81\|21.27\|21.38\|20.26\|109643;2026-05-29\|20.00\|-3.80\|20.79\|21.12\|19.90\|152714;2026-06-01\|19.52\|-2.40\|20.37\|20.60\|19.47\|117554;2026-06-02\|19.17\|-1.79\|19.41\|19.41\|18.36\|118150;2026-06-03\|19.32\|0.78\|19.10\|19.85\|18.81\|99252;2026-06-04\|19.01\|-1.60\|19.14\|19.21\|18.71\|76786;2026-06-05\|18.80\|-1.10\|19.30\|19.39\|18.60\|89749;2026-06-08\|18.16\|-3.40\|18.29\|18.78\|17.74\|101085;2026-06-09\|18.13\|-0.17\|18.32\|18.39\|17.73\|73559;2026-06-10\|17.94\|-1.05\|18.00\|18.27\|17.60\|70048;2026-06-11\|17.64\|-1.67\|17.75\|17.86\|17.32\|63585;2026-06-12\|18.36\|4.08\|17.88\|18.65\|17.58\|110192;2026-06-15\|17.86\|-2.72\|18.26\|18.75\|17.74\|119903;2026-06-16\|18.00\|0.78\|17.86\|18.08\|17.45\|87241;2026-06-17\|17.85\|-0.83\|17.88\|18.09\|17.76\|71513;2026-06-18\|18.65\|4.48\|17.79\|18.94\|17.63\|127562;2026-06-22\|18.22\|-2.31\|18.45\|18.60\|17.42\|143061;2026-06-23\|19.28\|5.82\|18.20\|19.67\|18.05\|183279;2026-06-24\|20.44\|6.02\|19.25\|20.51\|19.00\|246396;2026-06-25\|20.86\|2.05\|19.99\|21.17\|19.28\|248428;2026-06-26\|19.62\|-5.94\|20.65\|21.18\|19.52\|185889;2026-06-29\|22.00\|12.13\|19.50\|22.00\|19.01\|298511;2026-06-30\|22.40\|1.82\|21.42\|22.69\|21.42\|237851;2026-07-01\|26.59\|18.71\|22.33\|26.87\|21.60\|417055;2026-07-02\|27.33\|2.78\|26.57\|28.45\|26.06\|397463;2026-07-03\|27.73\|1.46\|27.50\|28.12\|26.55\|322713;2026-07-06\|27.62\|-0.40\|27.19\|29.76\|26.60\|379570;2026-07-07\|26.67\|-3.44\|26.80\|27.95\|25.05\|247695;2026-07-08\|25.10\|-5.89\|26.58\|27.44\|25.06\|271782;2026-07-09\|25.60\|1.99\|24.44\|26.48\|24.30\|217268;2026-07-10\|27.30\|6.64\|25.00\|28.98\|24.98\|32341547
117457	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：双目录推动创新药加速上市，公司作为基因修饰动物模型核心供应商，下游药企研发投入与临床需求同步提升；涨停缘由：模型定制+药效评价一体化服务能力突出，创新药IND申报数量增长直接拉动模型订单；资金逻辑：资金挖掘创新药产业链上游隐形冠军，关注临床前研究环节刚性需求与业绩弹性；风险提示：客户集中于头部药企，单一项目周期长，业绩释放节奏受下游研发进度影响较大	基因修饰动物模型产品提供商；为客户提供定制化模型、标准化模型等基因修饰动物模型，以及模型繁育、药效评价及表型分析、饲养服务等相关技术服务	2026-03-03\|43.68\|-3.36\|45.00\|45.59\|43.63\|8245;2026-03-04\|42.91\|-1.76\|43.68\|43.68\|42.71\|5937;2026-03-05\|43.55\|1.49\|43.30\|44.16\|43.28\|4427;2026-03-06\|45.21\|3.81\|43.44\|45.36\|43.41\|4791;2026-03-09\|44.28\|-2.06\|45.27\|45.27\|43.51\|6232;2026-03-10\|45.77\|3.37\|45.27\|46.09\|44.80\|7249;2026-03-11\|44.86\|-1.99\|45.84\|46.30\|44.84\|4971;2026-03-12\|44.31\|-1.23\|44.68\|45.16\|44.28\|4017;2026-03-13\|43.58\|-1.65\|44.49\|44.59\|43.51\|3291;2026-03-16\|43.50\|-0.18\|43.79\|44.13\|43.15\|3084;2026-03-17\|43.18\|-0.74\|43.71\|44.21\|42.80\|3944;2026-03-18\|43.52\|0.79\|43.29\|43.68\|42.68\|3206;2026-03-19\|42.11\|-3.24\|43.20\|43.43\|42.00\|3882;2026-03-20\|41.06\|-2.49\|42.33\|42.88\|41.05\|3222;2026-03-23\|38.57\|-6.06\|40.40\|40.50\|37.80\|7108;2026-03-24\|39.87\|3.37\|38.64\|40.44\|38.64\|9423;2026-03-25\|40.02\|0.38\|39.70\|40.67\|39.70\|6031;2026-03-26\|39.53\|-1.22\|40.02\|40.66\|39.16\|5384;2026-03-27\|40.91\|3.49\|38.88\|41.25\|38.88\|6723;2026-03-30\|41.30\|0.95\|40.41\|41.74\|40.41\|4813;2026-03-31\|41.03\|-0.65\|41.51\|42.95\|40.71\|5583;2026-04-01\|43.47\|5.95\|40.30\|43.58\|40.30\|12102;2026-04-02\|43.98\|1.17\|44.77\|44.85\|43.28\|13992;2026-04-03\|42.25\|-3.93\|43.77\|43.95\|42.22\|6944;2026-04-07\|43.26\|2.39\|41.92\|44.24\|41.69\|8794;2026-04-08\|44.40\|2.64\|43.79\|44.71\|43.79\|7122;2026-04-09\|43.65\|-1.69\|43.07\|44.66\|42.90\|5523;2026-04-10\|44.50\|1.95\|43.64\|45.46\|43.60\|9529;2026-04-13\|43.79\|-1.60\|44.50\|44.93\|42.85\|10184;2026-04-14\|43.80\|0.02\|43.68\|44.75\|42.88\|8258;2026-04-15\|43.79\|-0.02\|44.43\|44.55\|43.10\|7623;2026-04-16\|43.77\|-0.05\|44.36\|44.36\|43.12\|5194;2026-04-17\|43.18\|-1.35\|43.85\|43.85\|42.69\|7000;2026-04-20\|43.10\|-0.19\|43.33\|43.49\|42.54\|5278;2026-04-21\|42.66\|-1.02\|42.99\|43.48\|42.40\|4079;2026-04-22\|43.18\|1.22\|42.28\|43.22\|42.24\|3585;2026-04-23\|42.09\|-2.52\|43.05\|43.22\|42.02\|4186;2026-04-24\|41.91\|-0.43\|42.16\|42.40\|41.60\|3354;2026-04-27\|41.10\|-1.93\|41.98\|41.98\|39.58\|10600;2026-04-28\|40.96\|-0.34\|41.09\|41.67\|40.60\|6898;2026-04-29\|41.42\|1.12\|40.64\|41.64\|40.57\|4699;2026-04-30\|41.40\|-0.05\|41.30\|42.06\|41.30\|4809;2026-05-06\|41.30\|-0.24\|41.46\|42.06\|41.06\|6675;2026-05-07\|41.64\|0.82\|41.28\|41.96\|41.00\|5862;2026-05-08\|41.40\|-0.58\|41.64\|41.92\|41.16\|3904;2026-05-11\|42.56\|2.80\|41.60\|42.62\|40.85\|8324;2026-05-12\|40.83\|-4.06\|42.55\|42.55\|40.80\|7597;2026-05-13\|40.20\|-1.54\|40.82\|40.82\|40.05\|4810;2026-05-14\|39.65\|-1.37\|40.12\|40.50\|39.36\|5514;2026-05-15\|39.39\|-0.66\|39.53\|40.11\|39.13\|5394;2026-05-18\|39.28\|-0.28\|39.63\|39.63\|38.55\|4522;2026-05-19\|39.10\|-0.46\|39.50\|39.94\|38.50\|4573;2026-05-20\|39.00\|-0.26\|39.10\|39.36\|38.43\|3269;2026-05-21\|38.25\|-1.92\|38.70\|40.30\|38.15\|4779;2026-05-22\|38.66\|1.07\|38.06\|39.20\|37.83\|2913;2026-05-25\|38.10\|-1.45\|38.90\|39.36\|37.77\|4045;2026-05-26\|37.15\|-2.49\|38.32\|38.32\|36.88\|5280;2026-05-27\|36.31\|-2.26\|37.07\|37.97\|35.66\|6239;2026-05-28\|36.08\|-0.63\|36.09\|36.56\|35.30\|4976;2026-05-29\|35.23\|-2.36\|36.08\|36.38\|35.01\|4871;2026-06-01\|35.62\|1.11\|35.61\|35.97\|35.15\|3809;2026-06-02\|34.77\|-2.39\|35.62\|35.80\|34.45\|4079;2026-06-03\|34.12\|-1.87\|34.64\|34.82\|33.80\|5850;2026-06-04\|33.16\|-2.81\|34.12\|34.13\|32.91\|5898;2026-06-05\|33.32\|0.48\|33.25\|33.85\|32.53\|5023;2026-06-08\|32.05\|-3.81\|33.16\|33.28\|31.30\|6634;2026-06-09\|32.48\|1.34\|32.26\|32.70\|31.71\|4842;2026-06-10\|31.92\|-1.72\|32.85\|32.85\|31.23\|3647;2026-06-11\|31.56\|-1.13\|32.20\|32.20\|30.81\|3967;2026-06-12\|32.03\|1.49\|31.61\|32.26\|31.29\|4235;2026-06-15\|31.80\|-0.72\|32.26\|33.08\|31.40\|6279;2026-06-16\|31.85\|0.16\|31.49\|32.17\|31.01\|4280;2026-06-17\|31.14\|-2.23\|32.33\|32.33\|31.06\|4170;2026-06-18\|31.85\|2.28\|31.45\|32.87\|30.76\|8596;2026-06-22\|31.69\|-0.50\|31.57\|31.92\|30.36\|7405;2026-06-23\|32.92\|3.88\|31.57\|33.66\|31.41\|8974;2026-06-24\|34.22\|3.95\|32.91\|34.51\|32.41\|14556;2026-06-25\|32.38\|-5.38\|33.81\|33.81\|31.84\|12898;2026-06-26\|31.51\|-2.69\|32.03\|32.33\|31.35\|8012;2026-06-29\|35.36\|12.22\|31.47\|35.37\|30.79\|16653;2026-06-30\|34.59\|-2.18\|35.87\|35.87\|33.52\|15742;2026-07-01\|35.70\|3.21\|34.76\|36.20\|33.00\|18121;2026-07-02\|35.88\|0.50\|35.19\|37.73\|35.19\|15620;2026-07-03\|36.51\|1.76\|36.08\|37.36\|34.89\|16286;2026-07-06\|38.10\|4.36\|36.51\|38.10\|36.02\|17281;2026-07-07\|36.00\|-5.51\|37.40\|38.28\|35.89\|11768;2026-07-08\|34.39\|-4.47\|36.24\|36.39\|34.05\|10140;2026-07-09\|34.97\|1.69\|33.70\|35.67\|33.70\|9139;2026-07-10\|36.30\|3.80\|34.96\|37.06\|34.35\|1341500
117456	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：公司为全球多肽合成试剂龙头，HATU等核心产品市占率超30%，受益于GLP-1类药物持续放量及国内多肽CDMO产能扩张；涨停缘由：覆盖160余种多肽合成试剂，客户包括诺华、辉瑞及国内恒瑞、信达等头部药企，2025年海外收入增长28.5%；资金逻辑：4月10日涨停当日主力净流入860万元，北向资金持股比例升至5.2%，融资余额创年内新高；风险提示：行业竞争加剧，部分竞品厂商扩产导致价格承压，2025年毛利率同比下降3.7个百分点	公司是全球为数不多的能够提供全系列多肽合成试剂研发与产业化的公司之一，拥有160余种多肽合成试剂产品，在HATU、HBTU、PyBOP等多个细分产品领域处于全球市场主导地位	2026-03-03\|47.66\|-3.40\|49.68\|49.90\|47.56\|10680;2026-03-04\|47.14\|-1.09\|47.45\|47.77\|46.69\|7708;2026-03-05\|47.35\|0.45\|47.37\|47.86\|47.20\|5683;2026-03-06\|48.45\|2.32\|47.35\|48.90\|47.10\|10582;2026-03-09\|48.20\|-0.52\|47.90\|48.45\|47.50\|7376;2026-03-10\|49.95\|3.63\|48.88\|49.98\|48.55\|7738;2026-03-11\|50.12\|0.34\|50.58\|50.58\|49.65\|7621;2026-03-12\|50.40\|0.56\|50.23\|50.98\|50.02\|6954;2026-03-13\|50.06\|-0.67\|50.40\|50.93\|49.66\|7314;2026-03-16\|51.48\|2.84\|50.07\|52.21\|50.07\|12753;2026-03-17\|50.34\|-2.21\|51.48\|51.99\|50.03\|8945;2026-03-18\|51.49\|2.28\|50.39\|51.50\|50.10\|7164;2026-03-19\|50.33\|-2.25\|51.00\|51.58\|50.15\|7638;2026-03-20\|50.92\|1.17\|50.10\|52.33\|50.10\|11965;2026-03-23\|48.71\|-4.34\|50.53\|51.28\|48.43\|14812;2026-03-24\|50.52\|3.72\|49.20\|50.75\|49.20\|13248;2026-03-25\|49.99\|-1.05\|50.82\|51.26\|49.68\|7371;2026-03-26\|48.61\|-2.76\|50.25\|50.99\|48.32\|9163;2026-03-27\|49.98\|2.82\|48.28\|50.00\|48.11\|9881;2026-03-30\|50.60\|1.24\|49.20\|50.79\|49.10\|11461;2026-03-31\|52.01\|2.79\|50.58\|54.09\|50.02\|26034;2026-04-01\|54.65\|5.08\|53.11\|55.08\|52.05\|37028;2026-04-02\|53.35\|-2.38\|53.77\|54.95\|52.70\|34730;2026-04-03\|49.38\|-7.44\|52.50\|52.83\|49.27\|26689;2026-04-07\|49.60\|0.45\|49.07\|50.74\|47.60\|21504;2026-04-08\|51.17\|3.17\|50.45\|51.66\|50.13\|16372;2026-04-09\|49.61\|-3.05\|50.90\|51.16\|49.20\|16334;2026-04-10\|54.56\|9.98\|49.76\|56.64\|49.51\|64065;2026-04-13\|55.10\|0.99\|53.73\|57.15\|53.62\|44991;2026-04-14\|57.70\|4.72\|54.95\|57.97\|54.33\|55224;2026-04-15\|59.60\|3.29\|57.76\|60.58\|56.08\|59175;2026-04-16\|58.63\|-1.63\|59.61\|59.81\|58.20\|31843;2026-04-17\|57.63\|-1.71\|57.80\|59.50\|56.78\|29941;2026-04-20\|57.87\|0.42\|57.46\|60.47\|57.16\|27555;2026-04-21\|56.77\|-1.90\|57.31\|57.99\|56.52\|18263;2026-04-22\|61.91\|9.05\|57.17\|62.19\|56.42\|51321;2026-04-23\|61.22\|-1.11\|61.29\|63.05\|60.50\|27480;2026-04-24\|59.93\|-2.11\|62.22\|62.22\|59.07\|22066;2026-04-27\|60.88\|1.59\|60.06\|62.57\|59.58\|24681;2026-04-28\|61.25\|0.61\|60.88\|62.85\|60.13\|22308;2026-04-29\|59.08\|-3.54\|60.55\|60.74\|58.11\|23207;2026-04-30\|58.82\|-0.44\|58.87\|59.92\|58.09\|12770;2026-05-06\|59.59\|1.31\|58.99\|60.22\|58.50\|17663;2026-05-07\|59.80\|0.35\|59.48\|60.55\|58.00\|23310;2026-05-08\|58.88\|-1.54\|59.62\|59.89\|58.28\|16613;2026-05-11\|58.85\|-0.05\|58.90\|59.58\|57.21\|23260;2026-05-12\|57.80\|-1.78\|59.14\|60.29\|57.57\|22828;2026-05-13\|57.86\|0.10\|57.90\|58.98\|57.56\|15404;2026-05-14\|57.55\|-0.54\|58.45\|60.62\|57.01\|19332;2026-05-15\|58.17\|1.08\|58.10\|59.77\|57.22\|29326;2026-05-18\|62.39\|7.25\|58.39\|62.55\|57.28\|40052;2026-05-19\|61.72\|-1.07\|62.50\|63.60\|60.39\|23596;2026-05-20\|64.62\|4.70\|61.50\|65.71\|60.90\|39246;2026-05-21\|63.69\|-1.03\|64.11\|66.23\|63.34\|30443;2026-05-22\|63.50\|-0.30\|63.24\|64.44\|62.30\|22236;2026-05-25\|64.16\|1.04\|63.10\|64.36\|62.32\|19856;2026-05-26\|59.59\|-7.12\|63.55\|64.48\|59.10\|26799;2026-05-27\|56.02\|-5.99\|59.57\|59.57\|55.60\|36513;2026-05-28\|57.00\|1.75\|55.77\|57.73\|55.47\|16332;2026-05-29\|56.12\|-1.54\|56.76\|57.31\|55.30\|17864;2026-06-01\|56.19\|0.12\|55.89\|56.97\|55.08\|14362;2026-06-02\|53.85\|-4.16\|56.25\|56.25\|53.61\|14806;2026-06-03\|54.09\|0.45\|53.70\|54.60\|53.37\|10255;2026-06-04\|54.08\|-0.02\|54.05\|54.40\|52.67\|10249;2026-06-05\|53.98\|-0.18\|54.62\|55.00\|53.20\|9873;2026-06-08\|49.90\|-7.56\|53.18\|53.18\|49.00\|22297;2026-06-09\|51.02\|2.24\|50.00\|51.91\|49.20\|13446;2026-06-10\|50.47\|-1.08\|50.93\|51.82\|49.63\|9763;2026-06-11\|49.37\|-2.18\|49.65\|50.47\|48.83\|8167;2026-06-12\|49.96\|1.20\|49.88\|50.26\|49.16\|8801;2026-06-15\|50.60\|1.28\|50.45\|50.98\|49.21\|12594;2026-06-16\|51.24\|1.26\|50.38\|51.94\|50.29\|10343;2026-06-17\|51.68\|0.86\|51.40\|52.30\|50.40\|9413;2026-06-18\|52.87\|2.30\|51.96\|54.20\|51.00\|16387;2026-06-22\|52.00\|-1.65\|52.32\|53.57\|49.63\|14618;2026-06-23\|53.21\|2.33\|52.23\|54.73\|51.51\|16576;2026-06-24\|54.51\|2.44\|54.01\|55.40\|54.01\|18469;2026-06-25\|56.30\|3.28\|54.30\|58.00\|51.00\|33331;2026-06-26\|56.11\|-0.34\|56.29\|58.30\|54.93\|29372;2026-06-29\|63.10\|12.46\|55.19\|64.90\|54.56\|70048;2026-06-30\|64.77\|2.65\|62.54\|65.88\|61.60\|53318;2026-07-01\|67.11\|3.61\|64.45\|67.79\|61.68\|51555;2026-07-02\|64.83\|-3.40\|71.04\|73.26\|64.78\|57339;2026-07-03\|66.73\|2.93\|66.33\|68.50\|64.12\|46475;2026-07-06\|68.30\|2.35\|65.64\|70.50\|64.50\|49194;2026-07-07\|64.43\|-5.67\|67.04\|67.48\|64.00\|43905;2026-07-08\|60.77\|-5.68\|64.36\|65.27\|60.70\|37802;2026-07-09\|62.55\|2.93\|61.52\|63.23\|60.30\|27881;2026-07-10\|66.48\|6.28\|62.37\|68.76\|61.33\|40624
117455	“医保+商保”双目录谈判进入实质性阶段	涨停揭秘：2026年中国创新药出海BD总包达571亿美元，带动上游分离纯化耗材需求爆发；涨停缘由：国内色谱填料龙头，产品已进入恒瑞、信达等头部药企供应链；生物大分子药物放量推动高附加值填料需求增长；资金逻辑：科创板医药细分龙头获增量资金配置，Q1机构持股比例提升至23.6%，较去年末+5.2pct；风险提示：海外巨头垄断高端填料市场，公司2025年境外收入占比仅18.7%，国际化进程仍处早期	公司核心产品为应用于生物大分子药物及小分子化学药物分析检测和分离纯化的色谱柱和色谱填料	2026-03-03\|18.41\|-8.27\|20.10\|20.10\|18.33\|67724;2026-03-04\|17.96\|-2.44\|18.42\|18.56\|17.83\|40828;2026-03-05\|18.37\|2.28\|18.19\|18.49\|18.11\|24169;2026-03-06\|18.65\|1.52\|18.26\|18.84\|18.26\|23642;2026-03-09\|19.01\|1.93\|19.00\|19.30\|18.46\|40854;2026-03-10\|19.33\|1.68\|19.01\|19.60\|18.90\|28328;2026-03-11\|19.12\|-1.09\|19.33\|19.57\|19.02\|27348;2026-03-12\|19.30\|0.94\|19.13\|19.34\|19.01\|19593;2026-03-13\|19.02\|-1.45\|19.25\|19.49\|19.02\|19971;2026-03-16\|19.17\|0.79\|19.02\|19.37\|18.87\|18644;2026-03-17\|18.43\|-3.86\|19.26\|19.30\|18.37\|28948;2026-03-18\|18.67\|1.30\|18.52\|18.75\|18.23\|16523;2026-03-19\|18.15\|-2.79\|18.51\|18.57\|18.10\|17283;2026-03-20\|17.44\|-3.91\|18.24\|18.44\|17.39\|24535;2026-03-23\|16.05\|-7.97\|17.10\|17.43\|15.85\|45694;2026-03-24\|16.90\|5.30\|16.47\|16.97\|16.20\|33060;2026-03-25\|17.00\|0.59\|17.06\|17.17\|16.85\|18143;2026-03-26\|16.80\|-1.18\|17.05\|17.24\|16.66\|14324;2026-03-27\|17.35\|3.27\|16.56\|17.49\|16.53\|17808;2026-03-30\|17.85\|2.88\|17.35\|18.00\|17.25\|29739;2026-03-31\|19.65\|10.08\|18.77\|20.19\|18.11\|102410;2026-04-01\|19.98\|1.68\|19.66\|20.33\|19.40\|76808;2026-04-02\|20.01\|0.15\|19.88\|20.26\|19.71\|41461;2026-04-03\|19.28\|-3.65\|20.01\|20.01\|19.26\|32553;2026-04-07\|19.25\|-0.16\|19.20\|19.56\|18.80\|28098;2026-04-08\|19.96\|3.69\|19.75\|19.98\|19.50\|28647;2026-04-09\|19.29\|-3.36\|20.05\|20.09\|19.20\|30575;2026-04-10\|20.79\|7.78\|19.60\|21.48\|19.55\|111890;2026-04-13\|20.07\|-3.46\|20.50\|20.70\|19.72\|67553;2026-04-14\|20.07\|0.00\|20.08\|20.11\|19.60\|42801;2026-04-15\|20.58\|2.54\|19.99\|20.78\|19.85\|55893;2026-04-16\|21.00\|2.04\|20.76\|21.19\|20.40\|66058;2026-04-17\|21.07\|0.33\|20.74\|21.19\|20.56\|49344;2026-04-20\|21.47\|1.90\|21.40\|21.95\|20.89\|56286;2026-04-21\|21.99\|2.42\|21.55\|21.99\|21.20\|52489;2026-04-22\|21.39\|-2.73\|21.39\|21.49\|20.39\|78182;2026-04-23\|20.18\|-5.66\|21.35\|21.96\|19.91\|81984;2026-04-24\|20.16\|-0.10\|20.44\|20.44\|19.77\|39179;2026-04-27\|20.11\|-0.25\|20.00\|20.37\|20.00\|31935;2026-04-28\|19.84\|-1.34\|20.13\|20.22\|19.79\|31024;2026-04-29\|19.93\|0.45\|19.84\|20.14\|19.70\|24909;2026-04-30\|19.47\|-2.31\|19.75\|19.93\|19.42\|28890;2026-05-06\|19.57\|0.51\|19.74\|19.85\|19.40\|37687;2026-05-07\|19.87\|1.53\|19.57\|19.95\|19.45\|43378;2026-05-08\|19.81\|-0.30\|19.88\|20.30\|19.50\|39934;2026-05-11\|19.56\|-1.26\|19.68\|19.90\|19.06\|48223;2026-05-12\|19.64\|0.41\|19.50\|19.75\|19.37\|50955;2026-05-13\|20.49\|4.33\|19.63\|20.74\|19.40\|63754;2026-05-14\|19.90\|-2.88\|20.49\|20.55\|19.87\|45009;2026-05-15\|19.66\|-1.21\|19.88\|20.63\|19.48\|45436;2026-05-18\|19.48\|-0.92\|19.60\|19.88\|19.29\|28678;2026-05-19\|19.49\|0.05\|19.40\|19.55\|19.05\|29148;2026-05-20\|20.04\|2.82\|19.47\|20.37\|19.22\|46116;2026-05-21\|19.29\|-3.74\|19.76\|20.40\|19.24\|46162;2026-05-22\|19.99\|3.63\|19.26\|20.08\|19.14\|38366;2026-05-25\|19.50\|-2.45\|20.09\|20.18\|19.31\|33326;2026-05-26\|19.01\|-2.51\|19.50\|19.60\|18.50\|39929;2026-05-27\|19.58\|3.00\|18.90\|20.20\|18.73\|60177;2026-05-28\|19.24\|-1.74\|19.58\|19.95\|18.85\|30093;2026-05-29\|18.48\|-3.95\|18.98\|19.35\|18.24\|42467;2026-06-01\|18.30\|-0.97\|18.48\|18.97\|18.13\|29652;2026-06-02\|18.28\|-0.11\|18.29\|18.58\|17.81\|26469;2026-06-03\|17.78\|-2.74\|18.39\|18.39\|17.65\|21708;2026-06-04\|17.39\|-2.19\|17.83\|18.00\|17.01\|23336;2026-06-05\|17.40\|0.06\|17.60\|17.65\|17.20\|19399;2026-06-08\|16.60\|-4.60\|17.00\|17.13\|16.31\|34130;2026-06-09\|17.22\|3.73\|16.96\|17.30\|16.39\|22183;2026-06-10\|17.70\|2.79\|17.20\|17.73\|16.90\|28635;2026-06-11\|19.01\|7.40\|17.65\|19.18\|17.38\|69199;2026-06-12\|19.85\|4.42\|19.20\|20.04\|19.05\|105898;2026-06-15\|20.28\|2.17\|19.66\|20.38\|19.20\|78670;2026-06-16\|20.39\|0.54\|20.08\|20.79\|20.07\|68795;2026-06-17\|20.04\|-1.72\|20.33\|20.50\|19.93\|46579;2026-06-18\|19.91\|-0.65\|20.19\|20.29\|19.79\|46130;2026-06-22\|19.28\|-3.16\|19.75\|19.89\|18.66\|50622;2026-06-23\|19.45\|0.88\|19.01\|19.84\|18.95\|36329;2026-06-24\|19.66\|1.08\|19.20\|20.18\|18.89\|47401;2026-06-25\|19.60\|-0.31\|19.67\|20.28\|19.33\|69358;2026-06-26\|19.20\|-2.04\|19.50\|19.77\|18.92\|47486;2026-06-29\|21.63\|12.66\|19.20\|21.67\|18.94\|124437;2026-06-30\|22.01\|1.76\|21.60\|22.01\|21.04\|86667;2026-07-01\|22.88\|3.95\|21.91\|22.97\|21.02\|104418;2026-07-02\|21.78\|-4.81\|22.66\|22.87\|21.60\|95535;2026-07-03\|21.86\|0.37\|21.77\|22.22\|21.34\|83000;2026-07-06\|21.63\|-1.05\|22.00\|23.30\|21.63\|81535;2026-07-07\|21.02\|-2.82\|21.41\|22.04\|20.92\|51315;2026-07-08\|19.90\|-5.33\|21.00\|21.10\|19.82\|53497;2026-07-09\|20.45\|2.76\|19.83\|20.67\|19.20\|49640;2026-07-10\|21.22\|3.77\|20.21\|21.79\|19.97\|8521273

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