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
116926	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+光通信+液冷散热+商业航天行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-03-03\|59.69\|-8.81\|65.68\|65.98\|59.30\|209261;2026-03-04\|60.24\|0.92\|59.17\|61.59\|59.00\|115807;2026-03-05\|60.37\|0.22\|61.61\|61.89\|59.82\|103300;2026-03-06\|59.96\|-0.68\|59.50\|61.16\|59.03\|94447;2026-03-09\|57.52\|-4.07\|58.62\|58.66\|55.75\|115810;2026-03-10\|59.75\|3.88\|58.55\|60.18\|58.40\|85385;2026-03-11\|59.29\|-0.77\|59.66\|60.87\|59.16\|70585;2026-03-12\|57.34\|-3.29\|59.00\|59.28\|56.89\|75812;2026-03-13\|55.12\|-3.87\|56.73\|57.01\|55.09\|69686;2026-03-16\|55.60\|0.87\|55.12\|55.60\|54.15\|59900;2026-03-17\|53.89\|-3.08\|55.60\|55.75\|53.88\|59159;2026-03-18\|54.83\|1.74\|54.95\|54.98\|53.65\|45416;2026-03-19\|53.70\|-2.06\|54.00\|54.70\|53.35\|52295;2026-03-20\|52.60\|-2.05\|53.95\|54.45\|52.60\|66649;2026-03-23\|49.02\|-6.81\|51.28\|51.69\|48.55\|75561;2026-03-24\|50.28\|2.57\|49.93\|50.30\|48.50\|67079;2026-03-25\|51.05\|1.53\|50.30\|51.34\|50.30\|50933;2026-03-26\|50.35\|-1.37\|50.98\|51.40\|49.85\|42211;2026-03-27\|50.15\|-0.40\|49.47\|50.64\|49.20\|36020;2026-03-30\|50.03\|-0.24\|49.50\|50.24\|48.80\|40113;2026-03-31\|49.46\|-1.14\|50.12\|50.92\|49.39\|45395;2026-04-01\|50.21\|1.52\|50.39\|50.60\|49.86\|37681;2026-04-02\|47.77\|-4.86\|50.02\|50.16\|47.60\|60217;2026-04-03\|47.06\|-1.49\|48.16\|48.17\|46.80\|34694;2026-04-07\|46.90\|-0.34\|47.46\|47.78\|46.71\|27550;2026-04-08\|49.99\|6.59\|48.10\|50.00\|48.03\|60857;2026-04-09\|49.34\|-1.30\|49.13\|49.94\|48.92\|41593;2026-04-10\|49.95\|1.24\|49.59\|50.46\|49.59\|46518;2026-04-13\|50.97\|2.04\|49.45\|51.85\|49.28\|64074;2026-04-14\|52.21\|2.43\|51.65\|52.21\|51.35\|59535;2026-04-15\|51.19\|-1.95\|52.39\|52.50\|50.99\|69023;2026-04-16\|51.43\|0.47\|51.19\|51.80\|50.94\|41044;2026-04-17\|52.30\|1.69\|51.38\|52.67\|50.93\|59644;2026-04-20\|53.53\|2.35\|52.20\|53.57\|52.10\|69786;2026-04-21\|53.07\|-0.86\|53.14\|53.47\|52.68\|47087;2026-04-22\|53.55\|0.90\|52.80\|53.62\|52.66\|55189;2026-04-23\|52.28\|-2.37\|53.32\|53.71\|51.85\|63963;2026-04-24\|51.68\|-1.15\|52.15\|52.55\|51.40\|48019;2026-04-27\|52.17\|0.95\|51.59\|52.31\|50.81\|46797;2026-04-28\|52.50\|0.63\|51.90\|53.37\|51.11\|73148;2026-04-29\|51.68\|-1.56\|50.90\|51.86\|49.40\|95592;2026-04-30\|52.87\|2.30\|51.68\|52.97\|51.50\|76419;2026-05-06\|53.79\|1.74\|53.88\|54.81\|53.65\|95327;2026-05-07\|54.61\|1.52\|53.79\|54.73\|53.13\|81767;2026-05-08\|56.91\|4.21\|54.25\|57.02\|53.77\|129896;2026-05-11\|57.33\|0.74\|57.00\|58.83\|56.71\|142715;2026-05-12\|56.14\|-2.08\|57.01\|57.33\|55.68\|94026;2026-05-13\|58.15\|3.58\|55.90\|58.58\|55.38\|111515;2026-05-14\|57.33\|-1.41\|58.15\|59.18\|56.85\|111562;2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927
116925	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	超级电容胶塞+轨交扣件龙头+高分子辐照改性行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月28日及6月1日互动易，公司已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品，国内主要客户包括江海股份、艾华集团等，并规划将橡胶密封塞设计产能由80亿只调整至120亿只。 2、据2025年年报及2026年6月1日互动易，公司是高速铁路轨道扣件非金属部件研发试制单位，产品应用于50余项国家重点铁路工程，其铁路轨道综合检查仪已在多个铁路局投入试用。 3、据2026年6月15日互动易，公司参股的和之祥公司运用辐照改性技术对传统PTFE及复合材料进行改性，其抗耐磨性、抗蠕变性等性能大幅提高。	公司在电子元器件配件方面，紧跟铝电解电容器技术迭代，已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品；国内主要客户包括江海股份、艾华集团等知名电容器公司	2026-03-03\|12.11\|-10.03\|12.11\|12.30\|12.11\|196085;2026-03-04\|11.68\|-3.55\|11.65\|11.85\|11.21\|155944;2026-03-05\|11.87\|1.63\|11.79\|12.07\|11.68\|100194;2026-03-06\|11.92\|0.42\|11.87\|12.03\|11.82\|55616;2026-03-09\|11.63\|-2.43\|11.74\|11.90\|11.59\|77333;2026-03-10\|12.00\|3.18\|11.75\|12.03\|11.69\|63310;2026-03-11\|11.81\|-1.58\|12.06\|12.06\|11.78\|54706;2026-03-12\|11.72\|-0.76\|11.80\|11.81\|11.61\|42493;2026-03-13\|11.64\|-0.68\|11.65\|11.73\|11.57\|29443;2026-03-16\|11.58\|-0.52\|11.56\|11.73\|11.48\|45164;2026-03-17\|11.34\|-2.07\|11.60\|11.63\|11.33\|32722;2026-03-18\|11.38\|0.35\|11.36\|11.44\|11.30\|40454;2026-03-19\|11.11\|-2.37\|11.30\|11.45\|11.00\|46175;2026-03-20\|10.85\|-2.34\|11.17\|11.25\|10.85\|50889;2026-03-23\|10.12\|-6.73\|10.69\|10.69\|10.09\|77324;2026-03-24\|10.70\|5.73\|10.48\|10.70\|10.34\|64896;2026-03-25\|11.04\|3.18\|10.80\|11.05\|10.77\|52346;2026-03-26\|10.88\|-1.45\|11.02\|11.07\|10.82\|35504;2026-03-27\|10.91\|0.28\|10.80\|11.00\|10.78\|36575;2026-03-30\|11.06\|1.37\|10.83\|11.14\|10.79\|47924;2026-03-31\|11.16\|0.90\|11.11\|11.48\|11.07\|59751;2026-04-01\|11.23\|0.63\|11.28\|11.36\|11.07\|50883;2026-04-02\|11.04\|-1.69\|11.23\|11.26\|10.99\|39310;2026-04-03\|10.77\|-2.45\|11.05\|11.07\|10.77\|39013;2026-04-07\|10.89\|1.11\|10.76\|11.02\|10.76\|36594;2026-04-08\|11.24\|3.21\|11.03\|11.25\|11.01\|40295;2026-04-09\|11.19\|-0.44\|11.15\|11.28\|11.12\|30297;2026-04-10\|11.54\|3.13\|11.22\|11.68\|11.22\|57414;2026-04-13\|11.34\|-1.73\|11.47\|11.53\|11.28\|33134;2026-04-14\|11.27\|-0.62\|11.43\|11.43\|11.16\|38786;2026-04-15\|11.19\|-0.71\|11.27\|11.42\|11.15\|36313;2026-04-16\|11.26\|0.63\|11.19\|11.33\|11.16\|34286;2026-04-17\|11.15\|-0.98\|11.26\|11.28\|11.13\|39033;2026-04-20\|11.19\|0.36\|11.26\|11.26\|11.08\|30890;2026-04-21\|11.01\|-1.61\|11.13\|11.20\|10.96\|38014;2026-04-22\|10.93\|-0.73\|11.01\|11.05\|10.82\|42811;2026-04-23\|10.75\|-1.65\|10.94\|10.95\|10.73\|37800;2026-04-24\|10.58\|-1.58\|10.79\|10.79\|10.25\|71645;2026-04-27\|10.81\|2.17\|10.60\|10.84\|10.44\|53125;2026-04-28\|10.56\|-2.31\|10.72\|10.80\|10.44\|39894;2026-04-29\|10.57\|0.09\|10.49\|10.67\|10.42\|39973;2026-04-30\|10.71\|1.32\|10.65\|10.78\|10.59\|42347;2026-05-06\|10.48\|-2.15\|10.71\|10.79\|10.42\|95476;2026-05-07\|10.37\|-1.05\|10.48\|10.54\|10.33\|55951;2026-05-08\|10.50\|1.25\|10.34\|10.56\|10.29\|58031;2026-05-11\|10.37\|-1.24\|10.56\|10.56\|10.28\|63536;2026-05-12\|10.15\|-2.12\|10.35\|10.35\|10.11\|60870;2026-05-13\|10.23\|0.79\|10.20\|10.30\|10.11\|43244;2026-05-14\|10.01\|-2.15\|10.28\|10.28\|10.01\|52803;2026-05-15\|10.17\|1.60\|10.02\|10.30\|10.02\|52778;2026-05-18\|10.12\|-0.49\|10.16\|10.16\|9.88\|73059;2026-05-19\|10.35\|2.27\|10.13\|10.37\|10.02\|67888;2026-05-20\|10.47\|1.16\|10.30\|10.59\|10.27\|66011;2026-05-21\|10.04\|-4.11\|10.48\|10.62\|10.01\|64503;2026-05-22\|10.69\|6.47\|10.14\|10.75\|9.95\|99657;2026-05-25\|10.11\|-5.43\|10.60\|10.70\|10.08\|120970;2026-05-26\|10.49\|3.76\|10.12\|10.60\|9.92\|160395;2026-05-27\|10.31\|-1.72\|10.46\|10.88\|10.24\|137450;2026-05-28\|10.06\|-2.42\|10.21\|10.36\|9.81\|125456;2026-05-29\|10.43\|3.68\|10.40\|10.94\|10.17\|160878;2026-06-01\|10.75\|3.07\|10.41\|11.25\|10.35\|205243;2026-06-02\|10.33\|-3.91\|10.84\|10.88\|10.28\|118555;2026-06-03\|10.11\|-2.13\|10.33\|10.48\|10.00\|97672;2026-06-04\|11.12\|9.99\|10.97\|11.12\|10.97\|126615;2026-06-05\|12.23\|9.98\|12.23\|12.23\|12.23\|53812;2026-06-08\|13.45\|9.98\|13.00\|13.45\|12.94\|562494;2026-06-09\|13.37\|-0.59\|13.01\|13.70\|12.11\|676582;2026-06-10\|12.64\|-5.46\|12.71\|13.50\|12.24\|541861;2026-06-11\|13.12\|3.80\|12.40\|13.90\|12.31\|650078;2026-06-12\|12.86\|-1.98\|12.99\|13.09\|12.17\|417000;2026-06-15\|13.44\|4.51\|12.97\|13.62\|12.50\|496953;2026-06-16\|13.38\|-0.45\|13.03\|14.11\|12.77\|440541;2026-06-17\|13.60\|1.64\|13.09\|13.85\|12.98\|352838;2026-06-18\|14.10\|3.68\|13.64\|14.45\|13.32\|402746;2026-06-22\|13.08\|-5.76\|13.81\|13.99\|12.83\|348095;2026-06-23\|12.33\|-5.73\|12.81\|13.11\|12.30\|250368;2026-06-24\|11.78\|-4.46\|12.03\|12.28\|11.65\|205876;2026-06-25\|12.96\|10.02\|12.00\|12.96\|11.91\|126283;2026-06-26\|12.60\|-2.78\|12.96\|13.23\|12.26\|266125;2026-06-29\|11.84\|-6.03\|12.78\|12.84\|11.75\|193610;2026-06-30\|11.62\|-1.86\|11.78\|11.88\|11.28\|167837;2026-07-01\|11.36\|-2.24\|11.60\|11.80\|11.19\|140749;2026-07-02\|11.44\|0.70\|11.11\|12.50\|10.96\|380816;2026-07-03\|10.82\|-5.42\|11.56\|11.56\|10.71\|265082;2026-07-06\|10.49\|-3.05\|10.74\|10.95\|10.41\|144824;2026-07-07\|10.06\|-4.10\|10.45\|10.46\|10.04\|103107;2026-07-08\|9.72\|-3.38\|10.11\|10.14\|9.71\|90157;2026-07-09\|10.10\|3.91\|9.81\|10.14\|9.68\|102892;2026-07-10\|10.19\|0.89\|10.13\|10.61\|10.04\|112290
116924	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-03-03\|32.52\|-6.79\|34.79\|34.90\|32.45\|361442;2026-03-04\|32.66\|0.43\|32.31\|33.78\|32.31\|227331;2026-03-05\|32.25\|-1.26\|33.30\|33.56\|31.82\|266735;2026-03-06\|31.90\|-1.09\|32.21\|32.88\|31.78\|175302;2026-03-09\|31.19\|-2.23\|31.00\|31.56\|29.11\|335520;2026-03-10\|32.07\|2.82\|31.90\|32.45\|31.59\|177208;2026-03-11\|31.41\|-2.06\|32.07\|32.78\|31.27\|277285;2026-03-12\|30.65\|-2.42\|31.36\|31.61\|30.00\|204375;2026-03-13\|30.58\|-0.23\|30.49\|31.35\|30.20\|179884;2026-03-16\|31.40\|2.68\|31.00\|31.97\|29.96\|300400;2026-03-17\|29.00\|-7.64\|31.40\|31.56\|28.94\|374211;2026-03-18\|29.86\|2.97\|29.36\|29.99\|28.85\|218170;2026-03-19\|28.60\|-4.22\|29.85\|29.85\|28.41\|198501;2026-03-20\|27.94\|-2.31\|28.89\|29.39\|27.94\|164809;2026-03-23\|26.38\|-5.58\|27.11\|27.53\|26.10\|205591;2026-03-24\|26.65\|1.02\|26.96\|27.10\|25.88\|180056;2026-03-25\|27.47\|3.08\|27.20\|27.76\|27.05\|214252;2026-03-26\|27.60\|0.47\|27.22\|27.83\|27.15\|163504;2026-03-27\|27.83\|0.83\|27.11\|28.22\|26.70\|172833;2026-03-30\|29.76\|6.93\|27.48\|30.38\|27.28\|411800;2026-03-31\|28.92\|-2.82\|29.65\|30.04\|28.81\|213251;2026-04-01\|29.40\|1.66\|29.49\|30.11\|29.15\|194419;2026-04-02\|28.35\|-3.57\|29.41\|29.70\|28.05\|168849;2026-04-03\|28.77\|1.48\|28.50\|29.12\|28.11\|217805;2026-04-07\|28.15\|-2.15\|28.78\|29.38\|28.01\|188038;2026-04-08\|30.97\|10.02\|29.20\|30.97\|29.00\|417630;2026-04-09\|30.89\|-0.26\|30.40\|31.60\|30.20\|304110;2026-04-10\|29.75\|-3.69\|30.48\|30.79\|29.56\|536868;2026-04-13\|30.65\|3.03\|29.46\|30.95\|29.16\|529178;2026-04-14\|33.39\|8.94\|31.30\|33.72\|31.18\|925682;2026-04-15\|33.99\|1.80\|33.56\|34.20\|32.09\|816336;2026-04-16\|33.84\|-0.44\|35.00\|35.80\|33.45\|580328;2026-04-17\|33.03\|-2.39\|34.02\|34.09\|32.75\|461186;2026-04-20\|34.76\|5.24\|33.32\|35.56\|32.91\|534133;2026-04-21\|35.68\|2.65\|34.51\|36.37\|34.07\|413323;2026-04-22\|34.88\|-2.24\|35.56\|36.00\|34.80\|382247;2026-04-23\|34.59\|-0.83\|35.16\|35.65\|34.10\|359948;2026-04-24\|34.22\|-1.07\|34.20\|36.23\|33.98\|439962;2026-04-27\|37.64\|9.99\|35.78\|37.64\|35.28\|470838;2026-04-28\|37.64\|0.00\|38.28\|38.57\|37.15\|699123;2026-04-29\|38.18\|1.43\|37.14\|38.50\|36.40\|496692;2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791
116923	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-03-03\|52.21\|-9.44\|57.27\|58.20\|52.00\|368846;2026-03-04\|53.06\|1.63\|51.28\|54.89\|50.30\|241149;2026-03-05\|55.58\|4.75\|55.00\|57.78\|54.50\|271107;2026-03-06\|53.78\|-3.24\|55.08\|57.32\|53.16\|241724;2026-03-09\|55.03\|2.32\|52.82\|56.85\|51.38\|275692;2026-03-10\|55.63\|1.09\|55.43\|55.97\|52.88\|217866;2026-03-11\|53.35\|-4.10\|55.70\|58.00\|53.15\|258937;2026-03-12\|51.08\|-4.25\|52.68\|52.90\|49.60\|284376;2026-03-13\|48.71\|-4.64\|49.80\|50.78\|48.53\|205051;2026-03-16\|50.94\|4.58\|49.20\|51.90\|49.04\|254215;2026-03-17\|48.45\|-4.89\|50.96\|51.83\|48.35\|203162;2026-03-18\|48.37\|-0.17\|48.90\|49.48\|47.78\|122075;2026-03-19\|45.52\|-5.89\|47.15\|48.00\|45.20\|232801;2026-03-20\|44.55\|-2.13\|46.50\|46.59\|44.50\|155195;2026-03-23\|43.10\|-3.25\|43.68\|45.83\|42.46\|236138;2026-03-24\|44.05\|2.20\|44.33\|44.62\|42.49\|168753;2026-03-25\|46.44\|5.43\|45.97\|47.45\|45.40\|260325;2026-03-26\|45.62\|-1.77\|47.41\|47.88\|45.10\|174675;2026-03-27\|46.19\|1.25\|44.95\|47.73\|44.80\|201741;2026-03-30\|47.22\|2.23\|45.68\|47.49\|45.29\|185855;2026-03-31\|44.41\|-5.95\|46.55\|47.05\|43.93\|239711;2026-04-01\|44.36\|-0.11\|45.63\|45.65\|43.60\|143979;2026-04-02\|42.07\|-5.16\|44.20\|44.36\|41.58\|219683;2026-04-03\|40.51\|-3.71\|42.06\|42.24\|40.42\|183947;2026-04-07\|40.46\|-0.12\|40.51\|41.08\|40.11\|115287;2026-04-08\|44.51\|10.01\|41.80\|44.51\|41.80\|187611;2026-04-09\|45.33\|1.84\|44.51\|46.21\|43.81\|263467;2026-04-10\|44.88\|-0.99\|45.77\|46.06\|44.73\|145415;2026-04-13\|43.74\|-2.54\|44.48\|45.00\|43.03\|129506;2026-04-14\|44.85\|2.54\|44.45\|45.70\|43.88\|184116;2026-04-15\|44.48\|-0.82\|45.20\|47.28\|44.21\|245091;2026-04-16\|46.29\|4.07\|44.50\|46.64\|43.25\|256038;2026-04-17\|46.73\|0.95\|45.83\|48.30\|45.71\|218302;2026-04-20\|48.76\|4.34\|46.81\|49.10\|46.28\|267187;2026-04-21\|51.62\|5.87\|48.77\|52.11\|47.88\|310921;2026-04-22\|50.99\|-1.22\|50.81\|51.51\|49.47\|308133;2026-04-23\|47.58\|-6.69\|50.56\|50.79\|47.28\|265490;2026-04-24\|47.96\|0.80\|46.88\|48.75\|46.24\|171914;2026-04-27\|46.54\|-2.96\|47.80\|48.28\|46.03\|168101;2026-04-28\|43.22\|-7.13\|45.12\|45.14\|42.30\|277158;2026-04-29\|44.39\|2.71\|43.21\|44.95\|42.61\|190458;2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220
116922	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-03-03\|38.83\|-9.72\|43.00\|43.10\|38.78\|254795;2026-03-04\|38.55\|-0.72\|38.31\|39.78\|38.25\|163823;2026-03-05\|38.42\|-0.34\|39.30\|39.45\|37.95\|124832;2026-03-06\|38.61\|0.49\|38.12\|39.11\|37.61\|96723;2026-03-09\|36.53\|-5.39\|37.50\|37.51\|35.78\|180555;2026-03-10\|39.16\|7.20\|37.90\|39.54\|37.90\|201830;2026-03-11\|39.01\|-0.38\|39.24\|39.65\|38.69\|109239;2026-03-12\|38.50\|-1.31\|38.83\|39.14\|37.82\|88091;2026-03-13\|37.20\|-3.38\|38.25\|38.33\|37.10\|85378;2026-03-16\|37.78\|1.56\|37.21\|38.06\|36.50\|91212;2026-03-17\|37.30\|-1.27\|37.78\|37.93\|37.05\|72712;2026-03-18\|37.88\|1.55\|37.30\|37.98\|37.12\|72109;2026-03-19\|36.90\|-2.59\|37.39\|37.48\|36.76\|61639;2026-03-20\|36.00\|-2.44\|37.10\|37.36\|35.98\|67795;2026-03-23\|33.84\|-6.00\|35.16\|35.30\|33.48\|94637;2026-03-24\|34.70\|2.54\|34.58\|34.77\|33.68\|66432;2026-03-25\|35.36\|1.90\|34.98\|35.64\|34.98\|59060;2026-03-26\|34.57\|-2.23\|35.12\|35.26\|34.31\|43624;2026-03-27\|34.52\|-0.14\|34.05\|34.85\|33.90\|49599;2026-03-30\|34.32\|-0.58\|33.50\|34.49\|33.50\|49844;2026-03-31\|33.98\|-0.99\|34.24\|34.92\|33.90\|57837;2026-04-01\|33.82\|-0.47\|34.88\|34.98\|33.50\|93074;2026-04-02\|31.66\|-6.39\|33.68\|33.68\|31.45\|145053;2026-04-03\|31.90\|0.76\|31.80\|31.99\|30.99\|77384;2026-04-07\|30.99\|-2.85\|31.93\|32.05\|30.91\|95526;2026-04-08\|32.82\|5.91\|31.80\|32.84\|31.55\|161215;2026-04-09\|32.11\|-2.16\|32.55\|32.55\|31.93\|102972;2026-04-10\|32.36\|0.78\|32.30\|32.84\|32.20\|73185;2026-04-13\|32.65\|0.90\|32.02\|32.85\|31.92\|83204;2026-04-14\|33.26\|1.87\|32.73\|33.48\|32.57\|95503;2026-04-15\|33.11\|-0.45\|33.66\|34.10\|33.05\|96363;2026-04-16\|33.20\|0.27\|33.11\|33.29\|32.90\|76862;2026-04-17\|34.82\|4.88\|33.16\|35.17\|33.00\|174568;2026-04-20\|35.14\|0.92\|34.83\|35.47\|34.51\|127917;2026-04-21\|35.45\|0.88\|35.38\|35.60\|34.88\|90051;2026-04-22\|35.84\|1.10\|35.45\|36.03\|35.10\|94898;2026-04-23\|34.84\|-2.79\|35.80\|35.83\|34.55\|93214;2026-04-24\|34.45\|-1.12\|34.78\|35.08\|34.40\|67173;2026-04-27\|34.58\|0.38\|34.49\|34.94\|34.25\|71321;2026-04-28\|35.20\|1.79\|34.65\|35.76\|34.08\|151880;2026-04-29\|32.51\|-7.64\|32.35\|33.05\|31.75\|267354;2026-04-30\|32.51\|0.00\|32.20\|33.10\|32.15\|110530;2026-05-06\|33.00\|1.51\|32.90\|33.98\|32.90\|108234;2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552
116921	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	超级电容+导电炭黑+炭黑龙头+景德镇国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月16日互动易，公司介孔碳产品及高比表炭黑可应用于超级电容器等领域，已在对接行业头部企业进行测试；据2026年6月9日互动易，介孔碳产品已进入中试阶段，中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域。 2、据2026年4月20日投资者关系活动记录表，公司2万吨/年超导电炭黑产能已建成投产，产品可应用于动力、储能、快充、固态等电池领域，月度订单已实现百吨级以上交付，销量呈逐月增长态势。 3、据2026年3月31日年报，公司系国内炭黑行业龙头企业，产销量一直保持国内领先地位，产能规模已跻身世界前列，2025年产能利用率达92.89%。 4、据2026年3月31日年报，公司的最终控制人为景德镇市国有资产监督管理委员会。	国内炭黑行业龙头；公司介孔碳产品已进入中试阶段，目前中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域	2026-03-03\|8.59\|-5.50\|9.11\|9.16\|8.55\|274471;2026-03-04\|8.48\|-1.28\|8.60\|8.68\|8.38\|142015;2026-03-05\|8.51\|0.35\|8.63\|8.68\|8.48\|109363;2026-03-06\|8.65\|1.65\|8.47\|8.70\|8.41\|99838;2026-03-09\|9.52\|10.06\|8.80\|9.52\|8.74\|482880;2026-03-10\|9.37\|-1.58\|9.52\|9.60\|9.33\|397107;2026-03-11\|9.77\|4.27\|9.37\|9.83\|9.30\|418598;2026-03-12\|9.80\|0.31\|9.89\|10.05\|9.78\|329720;2026-03-13\|10.15\|3.57\|9.81\|10.55\|9.77\|628770;2026-03-16\|10.22\|0.69\|10.31\|11.03\|10.07\|662578;2026-03-17\|9.77\|-4.40\|10.12\|10.33\|9.74\|374744;2026-03-18\|9.61\|-1.64\|9.80\|9.87\|9.48\|218285;2026-03-19\|9.33\|-2.91\|9.80\|9.95\|9.28\|285713;2026-03-20\|8.78\|-5.89\|9.37\|9.41\|8.77\|311855;2026-03-23\|8.65\|-1.48\|8.57\|9.30\|8.40\|344878;2026-03-24\|8.45\|-2.31\|8.80\|8.90\|8.13\|368713;2026-03-25\|8.54\|1.07\|8.40\|8.62\|8.28\|199468;2026-03-26\|8.36\|-2.11\|8.55\|8.62\|8.21\|195657;2026-03-27\|9.20\|10.05\|8.27\|9.20\|8.21\|529163;2026-03-30\|9.10\|-1.09\|9.21\|9.21\|8.88\|355017;2026-03-31\|8.78\|-3.52\|9.19\|9.19\|8.78\|214081;2026-04-01\|8.62\|-1.82\|8.95\|8.98\|8.61\|196457;2026-04-02\|8.61\|-0.12\|8.64\|8.78\|8.46\|173191;2026-04-03\|8.19\|-4.88\|8.69\|8.70\|8.15\|237616;2026-04-07\|8.38\|2.32\|8.19\|8.50\|8.15\|142472;2026-04-08\|8.49\|1.31\|8.47\|8.50\|8.30\|181448;2026-04-09\|8.34\|-1.77\|8.46\|8.46\|8.27\|169226;2026-04-10\|8.41\|0.84\|8.40\|8.64\|8.32\|153495;2026-04-13\|8.46\|0.59\|8.45\|8.54\|8.35\|132306;2026-04-14\|8.66\|2.36\|8.48\|8.68\|8.36\|229382;2026-04-15\|8.77\|1.27\|8.68\|9.12\|8.63\|277470;2026-04-16\|8.76\|-0.11\|8.78\|8.81\|8.58\|176018;2026-04-17\|8.76\|0.00\|8.76\|8.85\|8.58\|144235;2026-04-20\|8.80\|0.46\|8.68\|8.91\|8.64\|133815;2026-04-21\|8.72\|-0.91\|8.81\|8.81\|8.65\|88578;2026-04-22\|8.69\|-0.34\|8.68\|8.90\|8.64\|109079;2026-04-23\|8.53\|-1.84\|8.69\|8.86\|8.48\|128844;2026-04-24\|8.65\|1.41\|8.50\|8.72\|8.47\|111166;2026-04-27\|8.68\|0.35\|8.60\|8.80\|8.44\|132105;2026-04-28\|8.56\|-1.38\|8.66\|8.74\|8.49\|98231;2026-04-29\|8.96\|4.67\|8.52\|9.09\|8.50\|279142;2026-04-30\|9.51\|6.14\|8.92\|9.60\|8.92\|417013;2026-05-06\|9.57\|0.63\|9.60\|9.64\|9.39\|242290;2026-05-07\|9.53\|-0.42\|9.57\|9.69\|9.46\|191824;2026-05-08\|9.62\|0.94\|9.48\|9.74\|9.48\|149325;2026-05-11\|9.41\|-2.18\|9.61\|9.65\|9.24\|220682;2026-05-12\|9.07\|-3.61\|9.41\|9.41\|9.02\|170430;2026-05-13\|9.40\|3.64\|9.56\|9.70\|8.96\|330090;2026-05-14\|9.58\|1.91\|9.52\|9.97\|9.48\|391947;2026-05-15\|9.94\|3.76\|9.62\|10.15\|9.53\|393940;2026-05-18\|10.34\|4.02\|10.02\|10.75\|9.68\|676998;2026-05-19\|10.47\|1.26\|10.15\|10.74\|10.10\|437857;2026-05-20\|10.45\|-0.19\|10.46\|10.55\|10.10\|311930;2026-05-21\|10.03\|-4.02\|10.46\|10.69\|10.00\|345195;2026-05-22\|10.28\|2.49\|10.10\|10.55\|10.09\|348138;2026-05-25\|10.53\|2.43\|10.53\|10.65\|10.40\|336522;2026-05-26\|10.25\|-2.66\|10.50\|10.59\|10.13\|262361;2026-05-27\|9.84\|-4.00\|10.21\|10.46\|9.75\|275026;2026-05-28\|9.58\|-2.64\|9.73\|9.96\|9.36\|227537;2026-05-29\|9.46\|-1.25\|9.60\|10.08\|9.38\|275887;2026-06-01\|10.41\|10.04\|9.41\|10.41\|9.36\|318235;2026-06-02\|9.89\|-5.00\|10.47\|10.50\|9.77\|427346;2026-06-03\|10.49\|6.07\|9.90\|10.69\|9.75\|430352;2026-06-04\|10.64\|1.43\|10.45\|10.96\|10.40\|383285;2026-06-05\|10.76\|1.13\|10.63\|11.09\|10.52\|370677;2026-06-08\|10.30\|-4.28\|10.45\|10.82\|10.10\|347563;2026-06-09\|10.43\|1.26\|10.50\|10.67\|10.16\|292390;2026-06-10\|10.16\|-2.59\|10.65\|11.10\|10.15\|440509;2026-06-11\|9.98\|-1.77\|10.21\|10.35\|9.90\|288137;2026-06-12\|10.08\|1.00\|9.99\|10.50\|9.71\|404496;2026-06-15\|10.09\|0.10\|10.05\|10.26\|9.91\|275083;2026-06-16\|10.08\|-0.10\|10.00\|10.27\|9.81\|260678;2026-06-17\|9.50\|-5.75\|10.09\|10.29\|9.40\|366450;2026-06-18\|10.45\|10.00\|9.39\|10.45\|9.33\|345457;2026-06-22\|11.50\|10.05\|10.45\|11.50\|10.45\|911994;2026-06-23\|12.65\|10.00\|12.00\|12.65\|11.80\|1162505;2026-06-24\|13.48\|6.56\|12.31\|13.69\|11.60\|1142085;2026-06-25\|14.83\|10.01\|14.68\|14.83\|13.93\|780965;2026-06-26\|14.60\|-1.55\|14.21\|15.63\|14.20\|1143337;2026-06-29\|14.41\|-1.30\|14.91\|15.20\|13.73\|1111500;2026-06-30\|15.03\|4.30\|14.66\|15.39\|14.30\|599039;2026-07-01\|15.31\|1.86\|15.00\|15.99\|14.91\|589235;2026-07-02\|14.67\|-4.18\|14.85\|15.28\|14.40\|423122;2026-07-03\|14.20\|-3.20\|14.67\|14.80\|13.50\|522579;2026-07-06\|13.14\|-7.46\|14.32\|14.46\|12.92\|529336;2026-07-07\|12.35\|-6.01\|13.04\|13.25\|12.23\|343558;2026-07-08\|11.33\|-8.26\|12.36\|12.45\|11.25\|389138;2026-07-09\|11.56\|2.03\|11.39\|11.68\|10.53\|490788;2026-07-10\|10.97\|-5.10\|11.85\|11.91\|10.96\|344541
116920	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-03-03\|29.08\|-5.92\|30.95\|31.69\|28.65\|156281;2026-03-04\|29.99\|3.13\|28.90\|31.99\|28.00\|207955;2026-03-05\|29.80\|-0.63\|30.61\|31.20\|29.22\|161141;2026-03-06\|28.95\|-2.85\|29.01\|30.28\|28.54\|100751;2026-03-09\|29.09\|0.48\|28.01\|29.59\|26.82\|113075;2026-03-10\|32.00\|10.00\|29.66\|32.00\|29.12\|89656;2026-03-11\|32.19\|0.59\|32.69\|33.66\|31.95\|157808;2026-03-12\|32.15\|-0.12\|32.50\|33.23\|31.83\|107004;2026-03-13\|32.11\|-0.12\|31.81\|33.19\|30.86\|106017;2026-03-16\|32.50\|1.21\|32.64\|32.79\|30.39\|113636;2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463
116919	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-03-03\|19.06\|-0.37\|19.07\|20.08\|19.00\|161249;2026-03-04\|18.86\|-1.05\|18.66\|19.34\|18.66\|76194;2026-03-05\|18.88\|0.11\|19.15\|19.38\|18.73\|54265;2026-03-06\|18.84\|-0.21\|18.71\|19.02\|18.59\|47609;2026-03-09\|18.18\|-3.50\|18.51\|18.59\|17.52\|79381;2026-03-10\|18.84\|3.63\|18.29\|18.87\|18.29\|62537;2026-03-11\|18.84\|0.00\|18.84\|19.35\|18.80\|53423;2026-03-12\|18.28\|-2.97\|18.80\|18.88\|18.10\|49619;2026-03-13\|18.23\|-0.27\|18.11\|18.45\|17.99\|45112;2026-03-16\|18.48\|1.37\|18.24\|18.49\|17.72\|54469;2026-03-17\|17.44\|-5.63\|18.49\|18.58\|17.44\|64239;2026-03-18\|18.15\|4.07\|17.44\|18.18\|17.44\|52350;2026-03-19\|17.50\|-3.58\|17.86\|17.99\|17.45\|43628;2026-03-20\|17.07\|-2.46\|17.50\|17.81\|17.05\|48763;2026-03-23\|15.63\|-8.44\|16.69\|16.75\|15.50\|85956;2026-03-24\|16.36\|4.67\|15.99\|16.40\|15.69\|62757;2026-03-25\|16.65\|1.77\|16.59\|16.92\|16.58\|36208;2026-03-26\|17.07\|2.52\|16.65\|17.61\|16.48\|98051;2026-03-27\|16.68\|-2.28\|16.80\|16.96\|16.50\|62008;2026-03-30\|16.97\|1.74\|16.42\|17.30\|16.26\|55653;2026-03-31\|16.66\|-1.83\|16.86\|17.00\|16.56\|30434;2026-04-01\|17.24\|3.48\|16.97\|17.29\|16.92\|39486;2026-04-02\|16.95\|-1.68\|17.12\|17.40\|16.80\|34291;2026-04-03\|16.82\|-0.77\|16.88\|17.20\|16.69\|35997;2026-04-07\|17.61\|4.70\|16.88\|17.75\|16.88\|52294;2026-04-08\|19.20\|9.03\|17.89\|19.35\|17.64\|126547;2026-04-09\|18.88\|-1.67\|19.00\|19.26\|18.78\|73678;2026-04-10\|18.74\|-0.74\|19.02\|19.14\|18.65\|47817;2026-04-13\|18.90\|0.85\|18.72\|19.27\|18.62\|47613;2026-04-14\|19.93\|5.45\|18.96\|20.75\|18.96\|168092;2026-04-15\|19.56\|-1.86\|19.94\|20.31\|19.48\|89701;2026-04-16\|19.51\|-0.26\|19.55\|19.76\|19.36\|75187;2026-04-17\|19.50\|-0.05\|19.48\|19.71\|19.23\|64626;2026-04-20\|19.37\|-0.67\|19.49\|19.76\|19.28\|62397;2026-04-21\|19.41\|0.21\|19.30\|19.83\|18.98\|63643;2026-04-22\|19.91\|2.58\|19.40\|20.15\|19.26\|88613;2026-04-23\|19.46\|-2.26\|20.06\|20.06\|19.34\|63439;2026-04-24\|19.45\|-0.05\|19.36\|20.12\|19.34\|81953;2026-04-27\|20.14\|3.55\|19.31\|20.14\|19.31\|87198;2026-04-28\|19.78\|-1.79\|20.00\|20.52\|19.72\|122236;2026-04-29\|19.70\|-0.40\|19.76\|19.90\|19.30\|87142;2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728
116918	美光业绩超预期盘后股价大涨	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-03-03\|262.90\|-7.10\|282.02\|285.00\|262.90\|121192;2026-03-04\|301.99\|14.87\|280.15\|306.75\|280.15\|268447;2026-03-05\|296.30\|-1.88\|308.02\|310.85\|295.23\|215079;2026-03-06\|306.00\|3.27\|294.82\|311.95\|293.95\|170814;2026-03-09\|330.12\|7.88\|297.98\|330.25\|297.50\|245495;2026-03-10\|333.51\|1.03\|337.00\|340.44\|324.68\|218075;2026-03-11\|324.59\|-2.67\|333.00\|333.88\|323.02\|164854;2026-03-12\|319.00\|-1.72\|323.50\|331.20\|315.01\|125112;2026-03-13\|326.17\|2.25\|318.00\|337.00\|316.03\|185629;2026-03-16\|346.80\|6.32\|326.00\|355.99\|322.00\|218770;2026-03-17\|331.90\|-4.30\|343.00\|345.27\|330.50\|153734;2026-03-18\|359.30\|8.26\|342.00\|365.00\|340.02\|242904;2026-03-19\|356.50\|-0.78\|348.00\|368.59\|342.56\|212698;2026-03-20\|330.10\|-7.41\|349.85\|351.49\|328.00\|218210;2026-03-23\|306.20\|-7.24\|310.00\|323.88\|305.00\|147699;2026-03-24\|323.50\|5.65\|310.00\|325.87\|291.40\|170982;2026-03-25\|338.16\|4.53\|322.88\|349.95\|320.00\|184208;2026-03-26\|327.00\|-3.30\|325.12\|334.58\|318.10\|142297;2026-03-27\|320.03\|-2.13\|310.00\|327.13\|308.02\|119604;2026-03-30\|315.00\|-1.57\|310.24\|329.80\|310.18\|126714;2026-03-31\|297.08\|-5.69\|302.00\|304.98\|291.00\|150635;2026-04-01\|299.11\|0.68\|319.00\|323.00\|295.09\|193446;2026-04-02\|289.44\|-3.23\|300.40\|305.01\|289.00\|117211;2026-04-03\|285.57\|-1.34\|291.50\|294.68\|285.08\|83677;2026-04-07\|297.50\|4.18\|290.82\|301.33\|288.14\|115131;2026-04-08\|323.92\|8.88\|318.11\|323.95\|306.69\|167878;2026-04-09\|325.50\|0.49\|316.75\|331.06\|315.00\|142436;2026-04-10\|341.30\|4.85\|333.00\|347.69\|330.80\|190471;2026-04-13\|354.50\|3.87\|340.16\|356.99\|338.60\|187119;2026-04-14\|381.51\|7.62\|357.91\|393.86\|355.00\|241660;2026-04-15\|371.57\|-2.61\|387.00\|387.51\|368.55\|192022;2026-04-16\|372.06\|0.13\|356.00\|375.18\|356.00\|154402;2026-04-17\|370.52\|-0.41\|366.00\|373.73\|358.00\|140091;2026-04-20\|375.21\|1.27\|369.00\|385.78\|367.00\|141627;2026-04-21\|375.96\|0.20\|378.00\|379.80\|363.33\|107650;2026-04-22\|382.74\|1.80\|378.22\|383.29\|373.00\|118444;2026-04-23\|358.19\|-6.41\|391.05\|393.00\|358.02\|187202;2026-04-24\|373.19\|4.19\|359.01\|382.60\|353.03\|164982;2026-04-27\|393.46\|5.43\|374.93\|399.88\|369.10\|189548;2026-04-28\|381.70\|-2.99\|399.99\|411.02\|381.50\|263435;2026-04-29\|414.30\|8.54\|381.10\|416.30\|380.01\|231871;2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516
116917	美光业绩超预期盘后股价大涨	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457
116916	美光业绩超预期盘后股价大涨	业绩暴增+存储涨价+AI眼镜+先进封测行业原因： 1、据央视网2月28日报道，国家发改委价格监测中心指出，2025年9月至今全球存储器缺口扩大，DRAM、NAND闪存价格创2016年以来新高，且涨幅持续扩大。 2、佰维存储、华邦电子等龙头2026年1-2月业绩暴增，印证行业景气度。公司原因： 1、据2026年3月4日公告，公司预计2026年1-2月实现归母净利润15-18亿元，同比增长921.77%-1086.13%，2026年存储行业迎来高度景气周期，AI算力与国产替代驱动DRAM/NAND价格持续上涨，行业供不应求，公司受益显著。 2、据2026年3月2日互动易，公司为Meta AI眼镜提供ROM+RAM芯片，2026年该产品持续放量。 3、据2026年1月21日机构调研，公司东莞松山湖晶圆级先进封测项目2026年底月产能5000片、2027年底1万片，2026年底开始贡献收入，毛利率30%-40%。	公司主要从事半导体存储器的存储介质应用研发、封装测试、生产和销售	2026-03-03\|146.66\|-8.62\|161.00\|161.90\|146.03\|308926;2026-03-04\|175.99\|20.00\|175.99\|175.99\|168.89\|373305;2026-03-05\|191.50\|8.81\|194.99\|205.99\|191.50\|910313;2026-03-06\|209.33\|9.31\|190.60\|209.62\|190.60\|551016;2026-03-09\|216.65\|3.50\|204.00\|217.72\|203.18\|492667;2026-03-10\|213.75\|-1.34\|220.00\|220.32\|209.49\|396854;2026-03-11\|214.04\|0.14\|213.70\|219.89\|212.08\|343307;2026-03-12\|202.85\|-5.23\|214.32\|216.49\|200.30\|372316;2026-03-13\|209.70\|3.38\|201.00\|218.63\|201.00\|380110;2026-03-16\|237.70\|13.35\|212.00\|238.42\|211.40\|527680;2026-03-17\|235.78\|-0.81\|232.95\|243.33\|232.20\|376299;2026-03-18\|258.09\|9.46\|244.51\|259.99\|241.00\|473684;2026-03-19\|243.18\|-5.78\|250.30\|253.80\|241.00\|441366;2026-03-20\|238.88\|-1.77\|247.86\|248.00\|233.10\|388316;2026-03-23\|225.00\|-5.81\|228.00\|237.80\|223.91\|358165;2026-03-24\|231.50\|2.89\|228.50\|231.78\|212.97\|445987;2026-03-25\|253.35\|9.44\|235.00\|261.60\|233.00\|528222;2026-03-26\|238.98\|-5.67\|240.69\|246.66\|236.88\|403458;2026-03-27\|238.40\|-0.24\|222.97\|243.33\|220.00\|337653;2026-03-30\|231.99\|-2.69\|231.21\|240.58\|228.88\|309459;2026-03-31\|211.99\|-8.62\|220.02\|220.08\|209.20\|423656;2026-04-01\|215.60\|1.70\|228.00\|232.88\|210.67\|441437;2026-04-02\|210.82\|-2.22\|220.00\|222.91\|210.75\|296363;2026-04-03\|210.29\|-0.25\|213.60\|217.55\|210.20\|214879;2026-04-07\|217.42\|3.39\|216.00\|224.30\|214.66\|300587;2026-04-08\|229.68\|5.64\|229.00\|231.00\|220.05\|372541;2026-04-09\|227.52\|-0.94\|224.00\|231.18\|220.42\|324378;2026-04-10\|241.51\|6.15\|233.98\|248.00\|233.12\|425416;2026-04-13\|255.85\|5.94\|240.00\|257.95\|239.00\|397179;2026-04-14\|288.10\|12.61\|265.99\|294.22\|262.01\|522018;2026-04-15\|285.41\|-0.93\|290.19\|292.18\|278.16\|398334;2026-04-16\|286.80\|0.49\|273.00\|291.80\|271.99\|444008;2026-04-17\|270.67\|-5.62\|273.08\|278.00\|268.74\|497456;2026-04-20\|268.70\|-0.73\|271.10\|275.85\|266.66\|320547;2026-04-21\|275.96\|2.70\|269.00\|277.77\|263.31\|337035;2026-04-22\|281.00\|1.83\|274.65\|281.00\|272.88\|287180;2026-04-23\|264.30\|-5.94\|293.88\|294.99\|263.03\|439545;2026-04-24\|266.50\|0.83\|262.00\|268.50\|259.90\|299656;2026-04-27\|264.65\|-0.69\|268.34\|269.50\|262.18\|275249;2026-04-28\|260.80\|-1.45\|267.80\|274.64\|260.65\|281828;2026-04-29\|269.00\|3.14\|257.23\|270.00\|256.02\|302153;2026-04-30\|265.08\|-1.46\|270.00\|270.01\|263.50\|256518;2026-05-06\|311.12\|17.37\|286.70\|318.05\|281.20\|596328;2026-05-07\|299.85\|-3.62\|305.00\|311.03\|295.25\|490476;2026-05-08\|290.45\|-3.13\|290.00\|294.37\|287.08\|297696;2026-05-11\|315.69\|8.69\|311.10\|323.50\|301.21\|529691;2026-05-12\|308.97\|-2.13\|313.00\|317.68\|305.00\|358784;2026-05-13\|328.49\|6.32\|298.00\|329.90\|295.63\|478291;2026-05-14\|323.35\|-1.56\|328.49\|343.18\|323.35\|449530;2026-05-15\|306.30\|-5.27\|323.20\|328.40\|301.10\|444967;2026-05-18\|331.10\|8.10\|308.00\|345.00\|308.00\|504701;2026-05-19\|313.43\|-5.34\|322.01\|324.00\|301.01\|444399;2026-05-20\|316.60\|1.01\|312.80\|319.43\|309.01\|309660;2026-05-21\|301.00\|-4.93\|324.80\|327.99\|298.55\|366971;2026-05-22\|312.25\|3.74\|309.00\|314.80\|301.91\|301297;2026-05-25\|320.77\|2.73\|312.00\|322.79\|303.36\|364072;2026-05-26\|307.73\|-4.07\|319.00\|319.00\|303.12\|301147;2026-05-27\|316.99\|3.01\|323.00\|342.48\|315.17\|531874;2026-05-28\|323.62\|2.09\|311.30\|330.99\|306.00\|368199;2026-05-29\|327.37\|1.16\|326.00\|339.88\|313.00\|415900;2026-06-01\|305.00\|-6.83\|331.00\|333.99\|305.00\|338964;2026-06-02\|303.40\|-0.52\|305.00\|311.82\|287.41\|347699;2026-06-03\|314.00\|3.49\|300.00\|327.80\|299.95\|412823;2026-06-04\|341.31\|8.70\|312.01\|350.00\|309.00\|581371;2026-06-05\|311.00\|-8.88\|327.00\|333.00\|309.11\|481864;2026-06-08\|288.50\|-7.23\|285.00\|295.58\|285.00\|329937;2026-06-09\|305.15\|5.77\|298.17\|306.33\|294.78\|264640;2026-06-10\|317.00\|3.88\|311.00\|331.90\|308.00\|392680;2026-06-11\|324.27\|2.29\|314.66\|326.98\|308.01\|302961;2026-06-12\|327.90\|1.12\|348.88\|358.86\|327.90\|539177;2026-06-15\|339.96\|3.68\|337.00\|340.30\|322.29\|417648;2026-06-16\|340.48\|0.21\|340.00\|346.98\|334.71\|339895;2026-06-17\|370.00\|8.67\|332.20\|370.00\|328.75\|504716;2026-06-18\|386.20\|4.38\|363.00\|392.20\|363.00\|463144;2026-06-22\|406.31\|5.21\|394.62\|406.31\|386.20\|429591;2026-06-23\|389.47\|-4.14\|400.00\|419.97\|386.00\|389678;2026-06-24\|417.00\|7.07\|382.00\|418.80\|378.86\|374879;2026-06-25\|480.30\|15.18\|441.00\|488.00\|438.00\|484568;2026-06-26\|501.05\|4.32\|465.38\|517.00\|465.20\|464711;2026-06-29\|507.00\|1.19\|491.54\|512.00\|472.10\|398939;2026-06-30\|494.73\|-2.42\|492.00\|507.06\|480.00\|292291;2026-07-01\|463.07\|-6.40\|499.10\|515.65\|458.00\|409236;2026-07-02\|418.80\|-9.56\|430.00\|447.50\|417.00\|342357;2026-07-03\|427.91\|2.18\|417.00\|446.88\|401.00\|372250;2026-07-06\|454.70\|6.26\|450.00\|466.98\|428.08\|439394;2026-07-07\|425.00\|-6.53\|432.22\|439.88\|416.01\|279429;2026-07-08\|396.22\|-6.77\|425.00\|429.50\|391.03\|307688;2026-07-09\|418.88\|5.72\|409.76\|422.15\|383.93\|386009;2026-07-10\|388.50\|-7.25\|430.00\|430.00\|388.06\|33927280
116915	美光业绩超预期盘后股价大涨	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-03-03\|228.70\|-7.24\|245.00\|246.53\|227.00\|102945;2026-03-04\|251.57\|10.00\|240.00\|251.57\|238.68\|195654;2026-03-05\|256.11\|1.80\|257.00\|266.34\|254.00\|200279;2026-03-06\|271.12\|5.86\|256.07\|277.60\|256.07\|174102;2026-03-09\|280.00\|3.28\|267.82\|280.00\|263.30\|184769;2026-03-10\|294.81\|5.29\|288.00\|299.59\|281.00\|176652;2026-03-11\|298.64\|1.30\|294.01\|309.66\|293.00\|217879;2026-03-12\|293.50\|-1.72\|299.92\|305.92\|289.26\|126989;2026-03-13\|320.05\|9.05\|296.22\|322.85\|295.02\|220302;2026-03-16\|352.06\|10.00\|318.00\|352.06\|309.51\|266265;2026-03-17\|354.00\|0.55\|345.00\|359.96\|342.00\|194094;2026-03-18\|374.00\|5.65\|359.00\|374.00\|355.00\|192483;2026-03-19\|345.00\|-7.75\|357.00\|362.00\|342.10\|195161;2026-03-20\|331.52\|-3.91\|349.50\|351.00\|330.33\|158800;2026-03-23\|321.00\|-3.17\|320.00\|331.80\|315.00\|144681;2026-03-24\|349.63\|8.92\|317.79\|351.80\|306.10\|222428;2026-03-25\|375.17\|7.30\|354.94\|378.00\|350.43\|202217;2026-03-26\|378.86\|0.98\|361.02\|383.00\|361.02\|164537;2026-03-27\|381.89\|0.80\|360.09\|382.90\|357.00\|138054;2026-03-30\|400.30\|4.82\|375.88\|401.59\|375.88\|163010;2026-03-31\|380.10\|-5.05\|380.30\|393.17\|363.74\|210721;2026-04-01\|371.98\|-2.03\|417.67\|417.67\|364.46\|303740;2026-04-02\|360.15\|-3.18\|378.88\|379.60\|358.20\|189726;2026-04-03\|352.02\|-2.26\|364.80\|366.66\|352.02\|114756;2026-04-07\|378.18\|7.43\|355.80\|382.88\|352.00\|154318;2026-04-08\|393.30\|4.00\|390.04\|395.50\|375.01\|195237;2026-04-09\|406.58\|3.38\|383.19\|417.84\|380.38\|178215;2026-04-10\|447.24\|10.00\|428.00\|447.24\|423.00\|232257;2026-04-13\|481.49\|7.66\|450.15\|488.50\|450.15\|216110;2026-04-14\|500.63\|3.98\|485.19\|510.90\|481.00\|203781;2026-04-15\|501.20\|0.11\|501.20\|520.00\|496.00\|167001;2026-04-16\|516.80\|3.11\|490.00\|529.98\|486.00\|167202;2026-04-17\|513.69\|-0.60\|510.00\|519.24\|490.00\|154793;2026-04-20\|515.00\|0.26\|518.88\|538.00\|512.00\|137146;2026-04-21\|514.60\|-0.08\|515.00\|521.60\|498.90\|113103;2026-04-22\|525.00\|2.02\|514.71\|530.00\|509.96\|141662;2026-04-23\|494.69\|-5.77\|539.00\|544.93\|487.00\|212498;2026-04-24\|489.88\|-0.97\|491.00\|500.82\|482.60\|132576;2026-04-27\|488.15\|-0.35\|492.21\|495.00\|484.00\|114372;2026-04-28\|496.39\|1.69\|496.93\|510.00\|486.22\|132252;2026-04-29\|522.93\|5.35\|491.22\|525.00\|485.50\|175813;2026-04-30\|524.81\|0.36\|517.71\|535.00\|509.01\|193544;2026-05-06\|577.29\|10.00\|570.00\|577.29\|560.38\|78830;2026-05-07\|616.51\|6.79\|603.00\|633.00\|597.00\|252913;2026-05-08\|597.71\|-3.05\|599.23\|609.98\|592.90\|150563;2026-05-11\|639.21\|6.94\|631.11\|644.96\|616.13\|180515;2026-05-12\|618.00\|-3.32\|630.56\|633.50\|610.00\|150166;2026-05-13\|679.80\|10.00\|595.24\|679.80\|595.24\|168739;2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891
116914	美光业绩超预期盘后股价大涨	存储芯片+DRAM涨价+AI MCU+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月22日机构调研，公司DRAM产能紧张，各季度进行分货，预计后续毛利率逐季提高。 2、据2026年6月12日互动易，公司AI MCU具备端侧TNPU，算力为0.5T@int8，基于28nm工艺，可用于3D打印机、机器人控制、生物识别等场景。 3、据2026年4月29日一季报，公司2026年一季度营收15.60亿元，同比增长47.12%，归母净利润3.19亿元，同比增长331.61%。	公司存储芯片分为SRAM、DRAM和Flash三大类别，主要面向汽车、工业、医疗等行业市场及高端消费类市场，Flash产品线包括了目前全球主流的NOR Flash存储芯片和NAND Flash存储芯片	2026-03-03\|118.38\|-8.09\|129.50\|129.79\|118.04\|281985;2026-03-04\|120.00\|1.37\|120.04\|125.38\|119.26\|269668;2026-03-05\|123.00\|2.50\|124.07\|127.00\|121.87\|286402;2026-03-06\|124.53\|1.24\|121.63\|125.90\|121.26\|207481;2026-03-09\|119.28\|-4.22\|117.41\|120.48\|115.02\|260225;2026-03-10\|124.50\|4.38\|122.50\|125.50\|120.69\|290139;2026-03-11\|121.00\|-2.81\|124.00\|125.15\|120.60\|224432;2026-03-12\|119.80\|-0.99\|120.40\|121.79\|118.08\|197634;2026-03-13\|119.15\|-0.54\|118.00\|123.39\|117.22\|167860;2026-03-16\|129.90\|9.02\|122.51\|129.95\|121.80\|474794;2026-03-17\|124.36\|-4.26\|128.95\|131.56\|123.83\|302156;2026-03-18\|130.63\|5.04\|128.10\|133.68\|127.12\|366015;2026-03-19\|121.92\|-6.67\|127.98\|128.80\|120.38\|412167;2026-03-20\|119.80\|-1.74\|122.12\|126.50\|118.22\|295149;2026-03-23\|111.00\|-7.35\|117.65\|117.88\|110.50\|271421;2026-03-24\|111.52\|0.47\|112.90\|113.00\|105.15\|227179;2026-03-25\|114.42\|2.60\|112.68\|116.85\|111.63\|221483;2026-03-26\|109.76\|-4.07\|111.36\|112.30\|108.73\|208946;2026-03-27\|111.13\|1.25\|107.47\|114.10\|105.94\|222095;2026-03-30\|110.45\|-0.61\|109.24\|110.96\|107.77\|141068;2026-03-31\|104.30\|-5.57\|108.88\|110.00\|103.76\|209940;2026-04-01\|108.19\|3.73\|109.17\|109.75\|106.97\|182502;2026-04-02\|106.12\|-1.91\|109.01\|111.00\|105.56\|153705;2026-04-03\|104.70\|-1.34\|108.00\|108.76\|104.38\|117511;2026-04-07\|104.56\|-0.13\|106.68\|107.30\|104.22\|107112;2026-04-08\|112.72\|7.80\|108.00\|112.85\|107.19\|253014;2026-04-09\|109.49\|-2.87\|109.00\|111.28\|108.49\|189579;2026-04-10\|111.56\|1.89\|111.00\|113.20\|110.92\|214064;2026-04-13\|112.19\|0.56\|109.56\|114.55\|109.50\|176442;2026-04-14\|116.34\|3.70\|114.00\|118.63\|113.40\|282849;2026-04-15\|112.44\|-3.35\|117.27\|118.00\|111.60\|217513;2026-04-16\|116.10\|3.26\|111.66\|117.22\|111.12\|224413;2026-04-17\|116.79\|0.59\|115.00\|117.45\|114.50\|189069;2026-04-20\|121.04\|3.64\|118.00\|124.90\|117.98\|356257;2026-04-21\|120.26\|-0.64\|120.14\|121.81\|117.17\|188580;2026-04-22\|123.89\|3.02\|119.00\|124.95\|118.83\|232442;2026-04-23\|119.34\|-3.67\|127.00\|127.88\|118.50\|258520;2026-04-24\|119.80\|0.39\|120.50\|121.98\|117.08\|217484;2026-04-27\|122.48\|2.24\|120.93\|123.45\|120.60\|213449;2026-04-28\|124.02\|1.26\|122.76\|129.00\|121.61\|297930;2026-04-29\|125.32\|1.05\|125.00\|126.89\|120.86\|375996;2026-04-30\|124.18\|-0.91\|126.00\|126.75\|123.30\|310333;2026-05-06\|136.69\|10.07\|129.30\|140.98\|129.28\|530986;2026-05-07\|137.35\|0.48\|136.75\|139.31\|135.50\|331111;2026-05-08\|133.88\|-2.53\|134.00\|135.08\|132.52\|269876;2026-05-11\|146.08\|9.11\|140.57\|148.99\|137.86\|484497;2026-05-12\|146.83\|0.51\|146.81\|149.80\|141.95\|355174;2026-05-13\|148.65\|1.24\|142.68\|149.49\|138.92\|392329;2026-05-14\|141.88\|-4.55\|147.23\|148.00\|141.88\|295247;2026-05-15\|136.40\|-3.86\|142.00\|144.00\|134.40\|347931;2026-05-18\|137.81\|1.03\|136.50\|142.50\|136.26\|264065;2026-05-19\|137.68\|-0.09\|134.68\|138.41\|131.06\|245688;2026-05-20\|141.90\|3.18\|137.53\|143.13\|136.55\|269608;2026-05-21\|130.72\|-7.88\|144.38\|144.93\|130.60\|352651;2026-05-22\|138.40\|5.88\|133.00\|139.34\|132.07\|324463;2026-05-25\|141.92\|2.54\|139.65\|142.00\|136.08\|297168;2026-05-26\|149.60\|5.41\|139.37\|152.00\|133.50\|595428;2026-05-27\|160.01\|6.96\|172.25\|175.98\|158.50\|841972;2026-05-28\|161.59\|0.99\|163.20\|167.94\|155.90\|536095;2026-05-29\|157.46\|-2.56\|164.10\|170.88\|155.55\|545401;2026-06-01\|144.11\|-8.48\|159.02\|162.77\|143.63\|434607;2026-06-02\|142.27\|-1.28\|143.03\|145.20\|137.48\|359187;2026-06-03\|144.36\|1.47\|141.60\|150.91\|141.60\|398707;2026-06-04\|150.41\|4.19\|141.50\|152.50\|141.50\|390203;2026-06-05\|139.36\|-7.35\|145.00\|146.84\|138.60\|363045;2026-06-08\|149.26\|7.10\|132.38\|154.20\|132.38\|545310;2026-06-09\|159.89\|7.12\|152.01\|161.00\|146.50\|575325;2026-06-10\|148.95\|-6.84\|159.64\|159.70\|148.00\|354096;2026-06-11\|145.49\|-2.32\|149.50\|152.18\|142.50\|335568;2026-06-12\|145.60\|0.08\|152.25\|155.14\|144.89\|373489;2026-06-15\|164.30\|12.84\|149.62\|164.76\|145.35\|515800;2026-06-16\|162.02\|-1.39\|163.00\|167.50\|161.02\|330406;2026-06-17\|171.70\|5.97\|162.23\|172.53\|161.36\|460902;2026-06-18\|186.05\|8.36\|172.66\|190.60\|172.66\|583884;2026-06-22\|192.75\|3.60\|190.00\|193.19\|179.79\|545061;2026-06-23\|194.00\|0.65\|191.69\|203.48\|186.01\|488149;2026-06-24\|197.80\|1.96\|192.76\|199.00\|186.78\|441416;2026-06-25\|237.36\|20.00\|207.00\|237.36\|206.00\|564367;2026-06-26\|233.21\|-1.75\|240.00\|242.00\|229.00\|583140;2026-06-29\|242.05\|3.79\|232.00\|249.67\|220.00\|624686;2026-06-30\|248.90\|2.83\|230.00\|255.49\|225.01\|560203;2026-07-01\|259.05\|4.08\|248.00\|279.44\|245.68\|585850;2026-07-02\|234.67\|-9.41\|240.00\|253.00\|233.00\|475258;2026-07-03\|259.56\|10.61\|238.99\|268.88\|237.78\|566583;2026-07-06\|253.00\|-2.53\|264.61\|266.00\|238.00\|536363;2026-07-07\|231.20\|-8.62\|240.00\|247.70\|226.00\|465782;2026-07-08\|215.38\|-6.84\|231.18\|239.00\|215.00\|413169;2026-07-09\|236.02\|9.58\|221.00\|237.00\|220.68\|425540;2026-07-10\|219.90\|-6.83\|237.29\|244.92\|219.80\|369081
116913	美光业绩超预期盘后股价大涨	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-03-03\|13.38\|-8.73\|14.69\|14.74\|13.32\|604882;2026-03-04\|13.44\|0.45\|13.36\|13.90\|13.30\|348121;2026-03-05\|14.02\|4.32\|13.82\|14.28\|13.82\|468029;2026-03-06\|14.76\|5.28\|13.93\|15.30\|13.80\|704129;2026-03-09\|14.73\|-0.20\|14.29\|14.79\|14.10\|490063;2026-03-10\|15.18\|3.06\|14.95\|15.35\|14.83\|436283;2026-03-11\|16.06\|5.80\|15.12\|16.70\|15.10\|1473244;2026-03-12\|15.91\|-0.93\|16.10\|16.48\|15.83\|842461;2026-03-13\|15.44\|-2.95\|15.92\|16.03\|15.41\|501445;2026-03-16\|16.09\|4.21\|15.41\|16.35\|15.39\|655926;2026-03-17\|15.53\|-3.48\|16.11\|16.21\|15.50\|433401;2026-03-18\|16.58\|6.76\|15.79\|16.71\|15.75\|874968;2026-03-19\|15.84\|-4.46\|16.06\|16.16\|15.74\|593336;2026-03-20\|14.94\|-5.68\|15.92\|16.01\|14.89\|578781;2026-03-23\|13.69\|-8.37\|14.51\|14.78\|13.54\|600764;2026-03-24\|14.85\|8.47\|14.00\|15.06\|13.06\|1037256;2026-03-25\|14.85\|0.00\|15.10\|15.35\|14.65\|728356;2026-03-26\|14.30\|-3.70\|14.66\|14.72\|14.24\|428819;2026-03-27\|14.45\|1.05\|13.92\|14.72\|13.68\|527137;2026-03-30\|14.37\|-0.55\|14.01\|14.55\|13.97\|327156;2026-03-31\|13.47\|-6.26\|14.36\|14.36\|13.39\|633411;2026-04-01\|13.71\|1.78\|14.03\|14.20\|13.58\|420833;2026-04-02\|12.95\|-5.54\|13.87\|13.87\|12.88\|493638;2026-04-03\|12.42\|-4.09\|13.10\|13.17\|12.41\|366308;2026-04-07\|12.90\|3.86\|12.61\|12.99\|12.53\|340685;2026-04-08\|13.66\|5.89\|13.31\|13.69\|13.20\|440601;2026-04-09\|13.92\|1.90\|13.41\|14.16\|13.40\|513645;2026-04-10\|14.05\|0.93\|14.18\|14.49\|14.05\|494608;2026-04-13\|14.21\|1.14\|13.89\|14.51\|13.86\|352714;2026-04-14\|14.52\|2.18\|14.39\|14.79\|14.22\|576956;2026-04-15\|14.69\|1.17\|14.46\|15.41\|14.31\|852864;2026-04-16\|14.94\|1.70\|14.66\|15.14\|14.40\|423845;2026-04-17\|15.30\|2.41\|14.80\|15.52\|14.75\|519903;2026-04-20\|15.94\|4.18\|15.15\|16.15\|15.12\|742686;2026-04-21\|15.51\|-2.70\|15.83\|15.94\|15.38\|463665;2026-04-22\|15.42\|-0.58\|15.40\|15.55\|15.15\|351915;2026-04-23\|14.74\|-4.41\|15.56\|15.66\|14.70\|438954;2026-04-24\|14.41\|-2.24\|14.60\|14.88\|14.24\|344821;2026-04-27\|14.16\|-1.73\|14.40\|14.58\|14.12\|361870;2026-04-28\|14.08\|-0.56\|14.20\|14.35\|13.94\|330176;2026-04-29\|13.74\|-2.41\|13.38\|13.85\|13.26\|540344;2026-04-30\|14.52\|5.68\|13.83\|14.94\|13.47\|741167;2026-05-06\|15.07\|3.79\|14.90\|15.38\|14.80\|736677;2026-05-07\|15.08\|0.07\|15.06\|15.25\|14.93\|482358;2026-05-08\|14.96\|-0.80\|14.88\|15.15\|14.75\|344875;2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788
116912	美光业绩超预期盘后股价大涨	MCU+存储芯片+业绩增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月5日互动易，公司首款存储产品CMS25Q40A已量产回货并实现销售出货，该产品为4M bit SPI NOR Flash，具有低成本、低功耗等优势。 2、据2026年6月16日机构调研，公司供应仍处于相对紧张状态，此轮供不应求源于下游算力、AI等需求迅速增长与产能挤占间的矛盾；据2026年6月9日互动易，公司当前各业务产能较紧张。 3、据2026年6月16日机构调研，公司实施“MCU+”战略，在坚持以MCU为核，持续改善8位MCU产品、快速丰富32位MCU品类的前提下，开辟储存、电源、通信产线，寻求业绩增长的第二、第三曲线，目的是快速做大做强公司。 4、据2026年4月24日一季报，公司一季度营收3.25亿元，同比增长57.47%，归母净利润5124.84万元，同比增长48.89%，主要系出货量提升和产品价格上涨所致。	公司MCU、Nor flash等产品涨价15%~50%	2026-03-03\|46.80\|-4.65\|49.31\|50.15\|46.40\|146399;2026-03-04\|47.29\|1.05\|46.70\|49.04\|46.66\|111672;2026-03-05\|48.55\|2.66\|48.80\|50.20\|47.70\|127345;2026-03-06\|48.65\|0.21\|48.00\|49.29\|47.95\|78714;2026-03-09\|48.30\|-0.72\|47.59\|48.78\|46.05\|99280;2026-03-10\|49.50\|2.48\|49.50\|50.07\|48.92\|90329;2026-03-11\|48.40\|-2.22\|49.50\|49.87\|48.31\|77642;2026-03-12\|47.98\|-0.87\|48.20\|49.18\|47.39\|64709;2026-03-13\|47.48\|-1.04\|47.48\|48.78\|47.27\|61697;2026-03-16\|49.90\|5.10\|47.91\|50.10\|46.88\|129858;2026-03-17\|47.88\|-4.05\|50.05\|50.08\|47.71\|100431;2026-03-18\|51.69\|7.96\|48.11\|51.82\|47.96\|228701;2026-03-19\|48.96\|-5.28\|50.13\|50.49\|47.82\|190926;2026-03-20\|45.36\|-7.35\|48.50\|48.50\|45.22\|181700;2026-03-23\|43.30\|-4.54\|44.99\|45.38\|42.88\|128320;2026-03-24\|43.49\|0.44\|44.50\|44.76\|41.89\|109304;2026-03-25\|44.15\|1.52\|43.84\|45.48\|43.79\|99280;2026-03-26\|42.16\|-4.51\|43.70\|43.70\|42.12\|81270;2026-03-27\|42.06\|-0.24\|41.32\|42.74\|40.81\|64329;2026-03-30\|42.12\|0.14\|41.06\|42.35\|41.03\|54079;2026-03-31\|40.85\|-3.02\|41.80\|42.28\|40.79\|53195;2026-04-01\|42.09\|3.04\|42.26\|42.45\|41.55\|62748;2026-04-02\|40.77\|-3.14\|41.60\|42.08\|40.42\|51232;2026-04-03\|40.60\|-0.42\|41.11\|41.28\|40.46\|42369;2026-04-07\|40.85\|0.62\|40.93\|41.81\|40.80\|39978;2026-04-08\|44.67\|9.35\|42.60\|45.04\|42.21\|106942;2026-04-09\|44.08\|-1.32\|43.75\|44.88\|43.52\|74920;2026-04-10\|45.39\|2.97\|44.98\|46.38\|44.91\|115791;2026-04-13\|45.15\|-0.53\|44.70\|45.88\|44.68\|73872;2026-04-14\|47.30\|4.76\|45.80\|47.39\|45.80\|112151;2026-04-15\|46.06\|-2.62\|47.70\|47.70\|45.98\|100973;2026-04-16\|46.84\|1.69\|46.46\|47.01\|45.88\|69408;2026-04-17\|46.87\|0.06\|46.50\|47.29\|46.40\|65405;2026-04-20\|46.90\|0.06\|46.70\|47.27\|46.18\|77857;2026-04-21\|46.42\|-1.02\|47.10\|47.10\|45.45\|60948;2026-04-22\|47.91\|3.21\|46.30\|47.98\|46.05\|90265;2026-04-23\|46.59\|-2.76\|48.13\|48.50\|45.98\|94798;2026-04-24\|45.91\|-1.46\|46.28\|47.20\|45.54\|90148;2026-04-27\|47.80\|4.12\|46.55\|48.18\|46.44\|125964;2026-04-28\|45.93\|-3.91\|47.80\|47.80\|45.55\|99849;2026-04-29\|45.91\|-0.04\|45.47\|46.19\|45.02\|73181;2026-04-30\|47.89\|4.31\|45.92\|48.16\|45.80\|120169;2026-05-06\|49.31\|2.97\|49.00\|50.84\|48.69\|179297;2026-05-07\|50.55\|2.51\|49.58\|51.00\|49.49\|138806;2026-05-08\|49.44\|-2.20\|49.50\|49.85\|48.65\|116335;2026-05-11\|51.31\|3.78\|50.60\|52.21\|50.19\|173029;2026-05-12\|49.80\|-2.94\|51.01\|51.30\|49.01\|118886;2026-05-13\|53.08\|6.59\|50.15\|53.53\|48.92\|199018;2026-05-14\|50.50\|-4.86\|53.00\|53.00\|50.50\|143731;2026-05-15\|51.41\|1.80\|50.40\|53.70\|48.68\|176838;2026-05-18\|51.19\|-0.43\|51.41\|53.68\|50.48\|145296;2026-05-19\|52.20\|1.97\|50.10\|52.20\|49.05\|134944;2026-05-20\|55.29\|5.92\|51.21\|55.99\|51.19\|237090;2026-05-21\|50.72\|-8.27\|56.01\|56.37\|50.26\|224044;2026-05-22\|50.52\|-0.39\|51.09\|51.58\|49.61\|154263;2026-05-25\|52.49\|4.52\|50.00\|52.66\|48.60\|170721;2026-05-26\|48.54\|-7.53\|52.05\|52.07\|47.38\|169222;2026-05-27\|46.81\|-3.56\|49.30\|49.89\|46.81\|121018;2026-05-28\|48.48\|3.57\|46.31\|48.87\|46.01\|118965;2026-05-29\|46.00\|-5.12\|48.75\|48.86\|44.80\|131715;2026-06-01\|43.01\|-6.50\|45.92\|45.92\|42.90\|90708;2026-06-02\|43.06\|0.12\|43.01\|43.75\|41.88\|73517;2026-06-03\|45.68\|6.08\|43.29\|47.38\|43.29\|142649;2026-06-04\|45.40\|-0.61\|45.18\|46.01\|44.76\|76394;2026-06-05\|43.52\|-4.14\|44.60\|44.99\|43.40\|78938;2026-06-08\|40.77\|-6.32\|41.29\|42.62\|40.30\|74865;2026-06-09\|43.46\|6.60\|41.80\|43.55\|41.07\|74472;2026-06-10\|44.05\|1.36\|42.50\|45.48\|42.43\|82350;2026-06-11\|48.03\|9.04\|44.09\|49.50\|44.09\|188681;2026-06-12\|45.88\|-4.48\|48.51\|49.19\|45.20\|147697;2026-06-15\|46.92\|2.27\|46.55\|46.98\|45.01\|119058;2026-06-16\|47.14\|0.47\|47.50\|47.95\|46.50\|116999;2026-06-17\|48.81\|3.54\|46.80\|49.28\|46.60\|131305;2026-06-18\|49.68\|1.78\|48.72\|50.00\|48.30\|124730;2026-06-22\|49.92\|0.48\|49.70\|50.65\|48.35\|144154;2026-06-23\|50.41\|0.98\|49.00\|51.97\|47.88\|159970;2026-06-24\|51.45\|2.06\|50.00\|51.59\|49.20\|142131;2026-06-25\|61.74\|20.00\|53.92\|61.74\|53.00\|244486;2026-06-26\|62.50\|1.23\|64.48\|66.90\|60.94\|396081;2026-06-29\|62.19\|-0.50\|61.73\|63.90\|57.10\|305729;2026-06-30\|65.91\|5.98\|62.01\|66.03\|60.33\|276594;2026-07-01\|63.01\|-4.40\|65.67\|66.98\|62.01\|243154;2026-07-02\|59.40\|-5.73\|59.46\|62.70\|58.22\|176962;2026-07-03\|57.91\|-2.51\|59.00\|60.20\|56.80\|160091;2026-07-06\|62.78\|8.41\|58.50\|64.00\|56.50\|229963;2026-07-07\|61.36\|-2.26\|61.50\|63.56\|60.20\|149453;2026-07-08\|59.78\|-2.58\|61.36\|62.76\|57.65\|143193;2026-07-09\|62.86\|5.15\|61.00\|62.88\|58.58\|173057;2026-07-10\|58.03\|-7.68\|63.00\|65.65\|58.00\|23059840
116911	美光业绩超预期盘后股价大涨	存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品	2026-03-03\|5.74\|-3.85\|5.97\|6.05\|5.70\|125504;2026-03-04\|5.67\|-1.22\|5.77\|5.78\|5.60\|108460;2026-03-05\|5.82\|2.65\|5.80\|5.92\|5.74\|99464;2026-03-06\|6.04\|3.78\|5.82\|6.05\|5.80\|100076;2026-03-09\|6.05\|0.17\|6.04\|6.13\|5.91\|156854;2026-03-10\|6.38\|5.45\|6.13\|6.40\|6.10\|190373;2026-03-11\|6.37\|-0.16\|6.38\|6.52\|6.32\|153302;2026-03-12\|6.27\|-1.57\|6.44\|6.47\|6.24\|115085;2026-03-13\|6.33\|0.96\|6.27\|6.56\|6.21\|149939;2026-03-16\|6.19\|-2.21\|6.25\|6.33\|6.10\|202850;2026-03-17\|6.04\|-2.42\|6.21\|6.27\|6.02\|97317;2026-03-18\|6.13\|1.49\|6.05\|6.18\|5.99\|86330;2026-03-19\|5.96\|-2.77\|6.11\|6.16\|5.94\|100560;2026-03-20\|5.59\|-6.21\|6.04\|6.06\|5.58\|148011;2026-03-23\|5.25\|-6.08\|5.53\|5.66\|5.18\|195716;2026-03-24\|5.62\|7.05\|5.41\|5.64\|5.28\|162699;2026-03-25\|5.74\|2.14\|5.65\|5.80\|5.60\|112115;2026-03-26\|5.64\|-1.74\|5.81\|5.84\|5.60\|96262;2026-03-27\|5.90\|4.61\|5.59\|5.93\|5.54\|115069;2026-03-30\|6.01\|1.86\|5.86\|6.10\|5.82\|124094;2026-03-31\|6.00\|-0.17\|6.07\|6.24\|5.97\|125083;2026-04-01\|6.16\|2.67\|6.03\|6.24\|5.93\|173407;2026-04-02\|6.01\|-2.44\|6.13\|6.24\|5.93\|130488;2026-04-03\|5.61\|-6.66\|6.13\|6.15\|5.60\|134144;2026-04-07\|5.83\|3.92\|5.60\|5.92\|5.60\|129356;2026-04-08\|6.10\|4.63\|5.98\|6.12\|5.87\|109134;2026-04-09\|5.96\|-2.30\|6.11\|6.11\|5.68\|352351;2026-04-10\|6.16\|3.36\|6.17\|6.24\|5.99\|294481;2026-04-13\|6.09\|-1.14\|6.17\|6.33\|6.03\|312207;2026-04-14\|6.11\|0.33\|6.12\|6.16\|5.96\|211577;2026-04-15\|5.89\|-3.60\|6.07\|6.10\|5.85\|170566;2026-04-16\|6.26\|6.28\|5.97\|6.48\|5.87\|390413;2026-04-17\|6.50\|3.83\|6.33\|6.64\|6.21\|440087;2026-04-20\|6.70\|3.08\|6.50\|6.99\|6.45\|383834;2026-04-21\|7.37\|10.00\|6.67\|7.37\|6.55\|203680;2026-04-22\|7.07\|-4.07\|7.83\|7.83\|6.72\|990579;2026-04-23\|6.52\|-7.78\|6.76\|6.79\|6.45\|592877;2026-04-24\|6.42\|-1.53\|6.32\|6.52\|6.32\|329982;2026-04-27\|6.81\|6.07\|6.42\|6.86\|6.23\|534910;2026-04-28\|7.25\|6.46\|6.67\|7.35\|6.67\|655565;2026-04-29\|7.25\|0.00\|7.20\|7.41\|7.01\|544069;2026-04-30\|7.07\|-2.48\|7.40\|7.42\|7.07\|287681;2026-05-06\|7.05\|-0.28\|7.15\|7.18\|6.97\|285120;2026-05-07\|7.34\|4.11\|7.07\|7.65\|7.07\|347415;2026-05-08\|7.42\|1.09\|7.26\|7.47\|7.21\|220460;2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488
116910	美光业绩超预期盘后股价大涨	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-03-03\|9.78\|-8.60\|10.68\|10.82\|9.73\|1811220;2026-03-04\|9.92\|1.43\|9.46\|10.28\|9.45\|1408020;2026-03-05\|10.32\|4.03\|10.40\|10.80\|10.25\|1676838;2026-03-06\|10.18\|-1.36\|10.18\|10.55\|10.15\|1441322;2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362
116781	其它归类	涨停揭秘：公司数码喷印设备出口订单饱满，受益于东南亚纺织产能扩张及绿色印染政策驱动；涨停缘由：全球纺织数码印花设备龙头，产品出口占比超60%，东南亚新建印染厂集中采购带动订单高增长，环保政策趋严加速传统印染升级；资金逻辑：资金关注高端制造出海主线，主力资金低位回补，技术面突破年线压制；风险提示：海外政治经济环境变化可能影响订单执行；汇率波动影响出口利润	公司主要以数码喷印技术为核心，聚焦纺织数码印花的工业应用，产品包括数码喷印设备和墨水	2026-03-03\|85.33\|-2.09\|86.59\|90.00\|84.80\|24692;2026-03-04\|83.50\|-2.14\|84.64\|86.00\|83.24\|16858;2026-03-05\|83.00\|-0.60\|84.40\|84.99\|82.26\|17136;2026-03-06\|82.61\|-0.47\|82.50\|84.00\|82.35\|7895;2026-03-09\|77.79\|-5.83\|82.21\|82.21\|75.26\|37840;2026-03-10\|80.03\|2.88\|78.70\|80.75\|77.57\|22848;2026-03-11\|77.92\|-2.64\|80.03\|80.30\|77.60\|23984;2026-03-12\|77.17\|-0.96\|78.03\|78.03\|76.42\|13401;2026-03-13\|76.05\|-1.45\|77.17\|77.92\|75.80\|14287;2026-03-16\|75.74\|-0.41\|76.17\|76.37\|73.61\|17914;2026-03-17\|75.00\|-0.98\|75.50\|76.70\|74.68\|13232;2026-03-18\|73.91\|-1.45\|75.00\|75.00\|72.22\|22429;2026-03-19\|71.31\|-3.52\|73.10\|73.46\|71.00\|19886;2026-03-20\|71.13\|-0.25\|71.01\|72.60\|71.01\|12632;2026-03-23\|68.27\|-4.02\|71.34\|71.34\|67.34\|18512;2026-03-24\|70.17\|2.78\|68.57\|70.60\|68.57\|10554;2026-03-25\|70.66\|0.70\|69.30\|72.77\|69.30\|15882;2026-03-26\|69.76\|-1.27\|70.50\|71.45\|69.53\|7680;2026-03-27\|70.53\|1.10\|69.25\|71.78\|69.25\|9828;2026-03-30\|68.65\|-2.67\|69.77\|70.16\|68.39\|12985;2026-03-31\|65.41\|-4.72\|68.68\|68.97\|64.10\|40121;2026-04-01\|66.21\|1.22\|66.51\|67.62\|65.20\|39701;2026-04-02\|71.81\|8.46\|71.02\|72.20\|67.22\|56289;2026-04-03\|71.18\|-0.88\|72.11\|72.87\|70.73\|31764;2026-04-07\|69.43\|-2.46\|70.73\|71.80\|68.75\|22381;2026-04-08\|71.92\|3.59\|70.70\|72.00\|69.87\|31854;2026-04-09\|68.97\|-4.10\|71.20\|71.27\|68.61\|20750;2026-04-10\|69.39\|0.61\|69.37\|70.69\|69.00\|15773;2026-04-13\|68.71\|-0.98\|69.41\|69.70\|68.67\|10776;2026-04-14\|67.95\|-1.11\|68.99\|69.42\|66.80\|19571;2026-04-15\|70.19\|3.30\|68.41\|71.69\|68.00\|22053;2026-04-16\|71.11\|1.31\|70.00\|71.28\|70.00\|9851;2026-04-17\|72.08\|1.36\|71.09\|72.30\|70.20\|11601;2026-04-20\|70.02\|-2.86\|71.78\|71.84\|69.28\|22071;2026-04-21\|69.30\|-1.03\|70.04\|70.30\|68.02\|20816;2026-04-22\|70.22\|1.33\|69.69\|71.75\|69.51\|21026;2026-04-23\|69.60\|-0.88\|70.00\|70.79\|68.91\|13019;2026-04-24\|68.14\|-2.10\|69.10\|69.99\|67.84\|18514;2026-04-27\|66.78\|-2.00\|67.99\|69.49\|66.51\|22987;2026-04-28\|66.89\|0.16\|67.00\|68.11\|65.60\|21596;2026-04-29\|67.05\|0.24\|66.85\|67.64\|66.35\|15696;2026-04-30\|60.12\|-10.34\|58.00\|62.50\|57.66\|97215;2026-05-06\|60.76\|1.06\|60.28\|60.80\|57.80\|56400;2026-05-07\|61.52\|1.25\|60.40\|61.80\|59.75\|27469;2026-05-08\|60.72\|-1.30\|61.67\|61.79\|60.61\|21026;2026-05-11\|60.91\|0.31\|60.72\|62.35\|60.02\|39933;2026-05-12\|60.34\|-0.94\|60.99\|61.36\|59.31\|23400;2026-05-13\|60.49\|0.25\|60.33\|60.95\|59.60\|23069;2026-05-14\|58.90\|-2.63\|60.48\|60.48\|58.68\|21976;2026-05-15\|57.93\|-1.65\|58.88\|59.31\|57.66\|22536;2026-05-18\|56.68\|-2.16\|57.81\|57.82\|55.66\|27816;2026-05-19\|58.38\|3.00\|56.96\|58.80\|56.78\|25091;2026-05-20\|59.20\|1.40\|58.35\|59.66\|57.71\|21723;2026-05-21\|57.56\|-2.77\|59.20\|60.28\|57.26\|20754;2026-05-22\|58.19\|1.09\|57.45\|58.49\|57.11\|21401;2026-05-25\|57.22\|-1.67\|58.50\|58.74\|56.60\|18975;2026-05-26\|57.10\|-0.21\|57.00\|57.21\|55.86\|29499;2026-05-27\|54.96\|-3.75\|56.80\|56.80\|54.58\|21472;2026-05-28\|54.19\|-1.40\|54.59\|54.80\|52.99\|18018;2026-05-29\|54.37\|0.33\|54.27\|55.49\|53.70\|24516;2026-06-01\|53.80\|-1.05\|54.37\|54.78\|53.14\|15509;2026-06-02\|52.82\|-1.82\|53.48\|54.28\|52.55\|12955;2026-06-03\|51.58\|-2.35\|52.88\|52.90\|51.30\|18962;2026-06-04\|50.55\|-2.00\|51.58\|51.86\|50.10\|17503;2026-06-05\|51.57\|2.02\|50.55\|52.06\|49.71\|18362;2026-06-08\|49.38\|-4.25\|50.57\|51.57\|48.71\|16707;2026-06-09\|48.93\|-0.91\|49.66\|49.73\|48.45\|13984;2026-06-10\|48.64\|-0.59\|48.55\|48.97\|47.67\|13551;2026-06-11\|47.37\|-2.61\|48.30\|48.82\|46.92\|20703;2026-06-12\|50.43\|6.46\|47.92\|50.70\|47.55\|30477;2026-06-15\|52.97\|5.04\|51.19\|53.29\|50.50\|29930;2026-06-16\|51.33\|-3.10\|52.60\|52.81\|51.21\|17856;2026-06-17\|51.42\|0.18\|50.86\|52.18\|50.70\|9761;2026-06-18\|53.34\|3.73\|52.00\|53.71\|50.90\|20290;2026-06-22\|52.37\|-1.82\|52.51\|53.49\|50.72\|21225;2026-06-23\|52.58\|0.40\|53.00\|53.97\|52.02\|21336;2026-06-24\|58.10\|10.50\|52.33\|58.86\|52.03\|39179;2026-06-25\|55.39\|-4.66\|56.80\|58.56\|54.10\|36437;2026-06-26\|53.16\|-4.03\|54.25\|54.60\|52.51\|21448;2026-06-29\|52.31\|-1.60\|52.50\|53.32\|51.50\|14884;2026-06-30\|53.17\|1.64\|52.11\|54.70\|52.11\|14584;2026-07-01\|51.24\|-3.63\|53.17\|53.60\|51.00\|21433;2026-07-02\|51.77\|1.03\|51.31\|52.40\|50.60\|14975;2026-07-03\|52.07\|1.74\|51.00\|52.74\|50.80\|13033;2026-07-06\|53.35\|2.46\|52.22\|53.89\|51.54\|12758;2026-07-07\|52.40\|-1.78\|52.93\|53.88\|50.66\|15806;2026-07-08\|49.31\|-5.90\|51.88\|52.30\|48.94\|23226;2026-07-09\|49.00\|-0.63\|49.80\|49.80\|48.60\|11246;2026-07-10\|48.89\|-0.22\|48.82\|49.57\|48.24\|1173980
116780	其它归类	涨停揭秘：PVC/PETG等智能卡基材核心供应商，2025年9月起全国企业强制缴纳社保催生证件卡、银行卡等换发需求；涨停缘由：东信和平主要材料供应商，覆盖证件卡、银行卡、BSIM卡全品类，社保新规带来千万级卡片更新刚性需求，订单可见度高；资金逻辑：事件驱动型资金快速介入，小市值+主题明确+低持仓结构利于短期拉升；风险提示：客户集中度高，单一客户依赖风险；社保换卡节奏存在区域差异，需求释放或不均衡	2025年9月起所有企业必须为员工交社保；公司主要向东信和平提供PVC、PETG、PC、ABS等系列产品，是东信和平证件卡、银行卡、BSIM卡等智能卡材料的供应商。	2026-03-03\|21.41\|-2.59\|22.16\|22.30\|21.36\|31456;2026-03-04\|21.27\|-0.65\|21.15\|21.58\|20.93\|21782;2026-03-05\|21.67\|1.88\|21.59\|21.89\|21.42\|16297;2026-03-06\|22.27\|2.77\|21.56\|22.37\|21.40\|22322;2026-03-09\|22.03\|-1.08\|21.96\|22.24\|21.69\|23714;2026-03-10\|22.72\|3.13\|22.08\|22.80\|22.08\|27211;2026-03-11\|22.67\|-0.22\|22.78\|22.85\|22.48\|18580;2026-03-12\|22.42\|-1.10\|22.67\|22.86\|22.25\|23009;2026-03-13\|22.40\|-0.09\|22.42\|22.75\|22.29\|20716;2026-03-16\|22.25\|-0.67\|22.35\|22.60\|22.12\|21334;2026-03-17\|21.59\|-2.97\|22.37\|22.46\|21.52\|20418;2026-03-18\|22.24\|3.01\|21.78\|22.25\|21.60\|18841;2026-03-19\|21.42\|-3.69\|22.10\|22.24\|21.28\|18344;2026-03-20\|20.53\|-4.16\|21.58\|21.68\|20.46\|23465;2026-03-23\|19.05\|-7.21\|20.08\|20.34\|18.78\|39488;2026-03-24\|20.19\|5.98\|19.70\|20.19\|18.91\|28419;2026-03-25\|20.59\|1.98\|20.25\|20.82\|20.20\|23362;2026-03-26\|20.30\|-1.41\|20.68\|20.85\|20.02\|17659;2026-03-27\|20.68\|1.87\|20.28\|20.77\|19.70\|18545;2026-03-30\|20.95\|1.31\|20.40\|20.95\|20.01\|17861;2026-03-31\|20.63\|-1.53\|20.96\|21.27\|20.55\|17742;2026-04-01\|20.89\|1.26\|21.21\|21.37\|20.58\|14157;2026-04-02\|20.25\|-3.06\|20.89\|20.99\|20.02\|19494;2026-04-03\|19.62\|-3.11\|20.27\|20.37\|19.50\|18853;2026-04-07\|20.21\|3.01\|19.86\|20.33\|19.52\|21011;2026-04-08\|21.11\|4.45\|20.64\|21.19\|20.54\|20959;2026-04-09\|20.41\|-3.32\|21.06\|21.08\|20.34\|14554;2026-04-10\|20.64\|1.13\|20.68\|20.78\|20.40\|17446;2026-04-13\|20.48\|-0.78\|20.61\|20.64\|20.17\|13960;2026-04-14\|20.49\|0.05\|20.71\|20.78\|20.11\|16553;2026-04-15\|20.39\|-0.49\|20.51\|20.60\|20.25\|19314;2026-04-16\|20.82\|2.11\|20.40\|20.99\|19.94\|31036;2026-04-17\|20.76\|-0.29\|20.82\|20.96\|20.63\|21810;2026-04-20\|20.97\|1.01\|20.69\|21.05\|20.63\|18857;2026-04-21\|20.98\|0.05\|20.96\|21.10\|20.80\|15287;2026-04-22\|20.94\|-0.19\|20.98\|21.14\|20.71\|15898;2026-04-23\|20.55\|-1.86\|20.88\|21.00\|20.34\|14777;2026-04-24\|20.96\|2.00\|20.45\|21.05\|20.34\|17292;2026-04-27\|21.23\|1.29\|20.58\|21.37\|20.30\|30950;2026-04-28\|21.35\|0.57\|21.27\|21.54\|21.10\|28104;2026-04-29\|21.67\|1.50\|21.37\|21.89\|21.29\|26710;2026-04-30\|22.08\|1.89\|21.69\|22.10\|21.69\|21410;2026-05-06\|21.95\|-0.59\|22.21\|22.35\|21.75\|27012;2026-05-07\|21.90\|-0.23\|21.80\|22.36\|21.69\|26323;2026-05-08\|22.25\|1.60\|21.90\|22.29\|21.83\|19045;2026-05-11\|22.25\|0.00\|22.34\|22.39\|21.94\|17281;2026-05-12\|21.83\|-1.89\|22.26\|22.36\|21.67\|17566;2026-05-13\|21.60\|-1.05\|21.95\|22.00\|21.38\|22082;2026-05-14\|21.66\|0.28\|21.71\|21.98\|21.32\|21180;2026-05-15\|21.48\|-0.83\|21.75\|21.96\|21.26\|15871;2026-05-18\|21.91\|2.00\|21.44\|21.91\|21.13\|22358;2026-05-19\|21.59\|-1.46\|21.84\|21.98\|21.15\|18389;2026-05-20\|21.65\|0.28\|21.66\|21.74\|21.14\|16743;2026-05-21\|20.31\|-6.19\|21.65\|21.87\|20.21\|23664;2026-05-22\|21.02\|4.01\|20.38\|21.20\|20.15\|21275;2026-05-25\|20.39\|-3.00\|21.07\|21.53\|20.08\|21640;2026-05-26\|19.93\|-2.26\|20.27\|20.30\|19.70\|18634;2026-05-27\|19.29\|-3.21\|19.93\|19.93\|18.82\|22218;2026-05-28\|19.30\|0.05\|19.20\|19.56\|18.68\|16278;2026-05-29\|18.44\|-4.46\|19.30\|19.60\|18.29\|20436;2026-06-01\|19.09\|3.52\|18.38\|19.30\|18.20\|19998;2026-06-02\|18.46\|-3.30\|19.20\|19.40\|18.28\|19884;2026-06-03\|18.15\|-1.68\|18.46\|18.60\|17.91\|17777;2026-06-04\|17.60\|-3.03\|17.99\|18.19\|17.39\|21208;2026-06-05\|18.18\|3.30\|17.55\|18.44\|17.25\|24739;2026-06-08\|17.46\|-3.96\|17.85\|18.19\|17.08\|24355;2026-06-09\|17.68\|1.26\|17.60\|18.00\|17.37\|18524;2026-06-10\|17.60\|-0.45\|17.47\|17.83\|17.08\|15549;2026-06-11\|17.30\|-1.70\|17.56\|17.63\|16.89\|13527;2026-06-12\|17.49\|1.10\|17.56\|17.68\|17.11\|15061;2026-06-15\|17.27\|-1.26\|17.58\|18.04\|17.12\|19449;2026-06-16\|17.50\|1.33\|17.23\|17.79\|16.88\|26390;2026-06-17\|17.03\|-2.69\|17.46\|17.50\|16.91\|17942;2026-06-18\|16.80\|-1.35\|16.84\|17.05\|16.55\|17127;2026-06-22\|17.07\|1.61\|16.65\|17.18\|16.05\|23067;2026-06-23\|17.43\|2.11\|17.08\|17.56\|16.89\|25894;2026-06-24\|19.38\|11.19\|17.52\|19.99\|16.64\|88235;2026-06-25\|20.36\|5.06\|19.50\|21.99\|19.31\|127200;2026-06-26\|22.00\|8.05\|19.98\|22.76\|19.80\|136429;2026-06-29\|20.36\|-7.45\|21.78\|21.78\|19.50\|112626;2026-06-30\|21.30\|4.62\|20.80\|21.91\|19.80\|91050;2026-07-01\|22.11\|3.80\|21.12\|22.50\|20.97\|88665;2026-07-02\|22.60\|2.22\|21.70\|22.78\|21.30\|76510;2026-07-03\|21.98\|-2.74\|23.08\|23.28\|21.50\|70720;2026-07-06\|21.50\|-2.18\|22.00\|22.40\|21.33\|53178;2026-07-07\|23.86\|10.98\|21.45\|24.16\|21.00\|137488;2026-07-08\|24.40\|2.26\|23.63\|24.69\|22.30\|131883;2026-07-09\|24.92\|2.13\|23.87\|25.77\|23.40\|114531;2026-07-10\|24.10\|-3.29\|24.68\|24.79\|23.90\|73590
116779	其它归类	涨停揭秘：受欧盟可持续航空燃料法规驱动，废弃食用油（UCO）价格维持高位，公司作为国内UCO全产业链资源化利用先行者获市场关注；涨停缘由：SAF强制掺混政策持续加码，UCO长期供需缺口扩大；公司生物能源业务占比超54%，具备UCO收运、预处理、转化全链条能力；资金逻辑：6月22日大跌5%后资金快速回补，6月24日主力净流入转正，游资接力拉升，换手率回升至3%以上显示筹码松动；风险提示：短期涨幅已反映部分预期，需跟踪Q3UCO采购价及产能释放进度；固废运营类资产重估节奏受政策落地节奏影响较大	受欧盟法规驱动，SAF价格维持高位，作为核心原料的UCO长期供需缺口凸显；公司作为国内较早布局UCO全产业链资源化利用的企业，将受益于UCO价值提升趋势	2026-03-03\|27.90\|-0.32\|28.39\|28.76\|27.81\|116715;2026-03-04\|27.27\|-2.26\|27.61\|27.93\|27.00\|80281;2026-03-05\|28.10\|3.04\|27.78\|28.74\|26.92\|104259;2026-03-06\|27.93\|-0.60\|27.80\|28.30\|27.40\|65101;2026-03-09\|28.11\|0.64\|29.30\|30.19\|27.97\|155026;2026-03-10\|27.38\|-2.60\|27.90\|28.17\|27.17\|95101;2026-03-11\|27.00\|-1.39\|27.47\|27.86\|26.85\|56570;2026-03-12\|26.82\|-0.67\|27.12\|27.29\|26.52\|48349;2026-03-13\|27.76\|3.50\|26.99\|28.32\|26.29\|107717;2026-03-16\|27.24\|-1.87\|27.49\|28.19\|26.80\|66079;2026-03-17\|25.85\|-5.10\|27.26\|27.35\|25.82\|79412;2026-03-18\|25.90\|0.19\|25.95\|26.47\|25.86\|50075;2026-03-19\|25.36\|-2.08\|25.73\|26.04\|25.25\|34897;2026-03-20\|24.68\|-2.68\|25.31\|25.67\|24.60\|44777;2026-03-23\|23.03\|-6.69\|24.05\|24.25\|22.70\|71266;2026-03-24\|24.83\|7.82\|23.46\|24.93\|23.39\|97789;2026-03-25\|24.47\|-1.45\|24.90\|25.00\|24.31\|64017;2026-03-26\|24.48\|0.04\|24.30\|24.95\|24.30\|43369;2026-03-27\|24.47\|-0.04\|24.20\|24.71\|24.20\|39350;2026-03-30\|24.00\|-1.92\|24.22\|24.38\|23.52\|43389;2026-03-31\|23.37\|-2.62\|23.89\|24.11\|23.32\|40583;2026-04-01\|24.12\|3.21\|23.78\|24.55\|23.78\|47400;2026-04-02\|23.94\|-0.75\|24.00\|24.47\|23.75\|28579;2026-04-03\|23.21\|-3.05\|23.96\|24.02\|23.18\|26711;2026-04-07\|24.05\|3.62\|23.39\|24.30\|23.37\|51285;2026-04-08\|25.38\|5.53\|24.44\|25.68\|24.25\|87316;2026-04-09\|25.23\|-0.59\|25.35\|25.40\|24.50\|57202;2026-04-10\|26.31\|4.28\|25.33\|26.55\|25.33\|73266;2026-04-13\|26.83\|1.98\|26.13\|27.25\|26.05\|86354;2026-04-14\|27.75\|3.43\|26.88\|28.23\|26.85\|109104;2026-04-15\|27.00\|-2.70\|27.75\|28.00\|26.98\|78433;2026-04-16\|27.10\|0.37\|26.95\|27.33\|26.74\|51313;2026-04-17\|27.37\|1.00\|27.19\|27.37\|26.82\|46659;2026-04-20\|27.82\|1.64\|27.18\|28.30\|26.94\|61775;2026-04-21\|27.87\|0.18\|27.84\|28.12\|27.60\|40442;2026-04-22\|28.06\|0.68\|27.63\|28.37\|27.59\|40949;2026-04-23\|28.39\|1.18\|28.20\|29.10\|28.04\|62292;2026-04-24\|28.08\|-1.09\|28.38\|28.38\|27.52\|46633;2026-04-27\|27.82\|-0.93\|28.18\|28.82\|27.61\|69530;2026-04-28\|26.69\|-4.06\|27.80\|27.86\|26.42\|79824;2026-04-29\|26.88\|0.71\|26.56\|27.30\|26.35\|49104;2026-04-30\|26.68\|-0.74\|26.96\|27.04\|26.13\|48935;2026-05-06\|26.59\|-0.34\|26.68\|26.98\|26.26\|57223;2026-05-07\|26.32\|-1.02\|26.55\|26.75\|26.07\|54689;2026-05-08\|26.76\|1.67\|26.46\|26.98\|26.19\|41116;2026-05-11\|26.37\|-1.46\|26.60\|26.68\|26.01\|64037;2026-05-12\|25.45\|-3.49\|26.26\|26.36\|25.27\|58197;2026-05-13\|26.77\|5.19\|25.45\|26.98\|25.37\|83174;2026-05-14\|26.39\|-1.42\|26.66\|26.85\|26.28\|36328;2026-05-15\|25.60\|-2.99\|26.55\|26.60\|25.35\|51723;2026-05-18\|25.50\|-0.39\|25.40\|25.70\|25.21\|32305;2026-05-19\|25.92\|1.65\|25.59\|26.11\|24.93\|49036;2026-05-20\|25.18\|-2.85\|25.71\|25.80\|25.05\|33312;2026-05-21\|24.43\|-2.98\|25.05\|26.18\|24.37\|48333;2026-05-22\|24.50\|0.29\|24.56\|24.66\|24.05\|33988;2026-05-25\|25.61\|4.53\|24.67\|25.95\|24.52\|71000;2026-05-26\|27.58\|7.69\|25.50\|27.58\|25.10\|144452;2026-05-27\|30.00\|8.77\|29.29\|31.45\|28.10\|305594;2026-05-28\|29.88\|-0.40\|30.06\|31.18\|29.31\|167574;2026-05-29\|30.82\|3.15\|29.99\|31.96\|29.38\|188546;2026-06-01\|30.83\|0.03\|30.52\|32.47\|29.16\|191009;2026-06-02\|31.16\|1.07\|30.36\|31.80\|29.81\|162884;2026-06-03\|30.98\|-0.58\|30.70\|31.35\|30.00\|128449;2026-06-04\|31.85\|2.81\|30.36\|32.20\|30.26\|142979;2026-06-05\|30.70\|-3.61\|31.50\|32.18\|29.93\|138881;2026-06-08\|27.51\|-10.39\|29.80\|30.53\|27.29\|159727;2026-06-09\|28.59\|3.93\|27.76\|28.74\|27.34\|102112;2026-06-10\|28.10\|-1.71\|28.10\|28.49\|27.57\|63072;2026-06-11\|29.10\|3.56\|27.70\|30.15\|27.70\|114426;2026-06-12\|28.66\|-1.51\|29.10\|29.78\|28.28\|70288;2026-06-15\|30.79\|7.43\|28.69\|30.90\|28.46\|82758;2026-06-16\|30.70\|-0.29\|30.70\|31.10\|30.07\|58263;2026-06-17\|30.73\|0.10\|30.95\|30.96\|30.15\|46724;2026-06-18\|30.21\|-1.69\|30.50\|31.30\|30.10\|58738;2026-06-22\|29.55\|-2.18\|29.66\|30.10\|28.43\|75362;2026-06-23\|29.46\|-0.30\|29.26\|29.78\|28.78\|58263;2026-06-24\|32.90\|11.68\|29.20\|33.39\|29.20\|174689;2026-06-25\|30.65\|-6.84\|31.81\|32.50\|29.52\|192034;2026-06-26\|30.31\|-1.11\|31.31\|31.66\|29.66\|113498;2026-06-29\|28.02\|-7.56\|30.40\|30.78\|27.53\|137697;2026-06-30\|28.52\|1.78\|27.74\|28.87\|27.15\|85011;2026-07-01\|28.85\|1.16\|28.49\|29.00\|28.15\|62715;2026-07-02\|29.35\|2.44\|28.60\|30.85\|28.20\|103156;2026-07-03\|29.16\|-0.65\|29.38\|29.80\|28.69\|59441;2026-07-06\|28.48\|-2.33\|28.98\|29.67\|27.93\|63512;2026-07-07\|26.84\|-5.76\|28.15\|28.48\|26.63\|56717;2026-07-08\|25.03\|-6.74\|26.15\|26.52\|24.76\|75816;2026-07-09\|23.65\|-5.51\|25.59\|26.33\|23.33\|113722;2026-07-10\|24.44\|3.34\|24.64\|25.28\|24.04\|94695
116778	其它归类	股权激励+半导体物流+化工供应链 1、据2026年7月3日公告，公司发布2026年股票期权激励计划；据2026年6月9日公告，公司此前已披露相关激励计划草案。 2、据申万宏源2026年7月2日研报，AI带动下半导体物流景气上行，公司通过服务壁垒构筑差异化优势，将服务领域拓宽至芯片半导体领域；据2026年5月6日机构调研，公司2026年第一季度货量增长部分来自芯片半导体行业客户服务履约完成带来的增量。 3、据2026年6月10日跟踪评级报告，公司是国内领先的专业智能供应链综合服务商，提供以货运代理、仓储和运输为核心的一站式综合物流服务，2025年供应链物流业务收入72.60亿元，同比增长5.04%。	第三方化工供应链龙头	2026-03-03\|68.00\|-2.40\|69.68\|69.94\|67.39\|23055;2026-03-04\|66.20\|-2.65\|67.80\|68.50\|65.80\|24162;2026-03-05\|65.59\|-0.92\|67.00\|67.00\|64.90\|18395;2026-03-06\|66.75\|1.77\|65.32\|67.65\|64.88\|22781;2026-03-09\|63.25\|-5.24\|66.75\|67.21\|62.60\|28626;2026-03-10\|63.17\|-0.13\|63.70\|64.60\|62.60\|19904;2026-03-11\|63.18\|0.02\|63.35\|63.76\|62.65\|16389;2026-03-12\|62.60\|-0.92\|62.88\|63.32\|61.83\|13316;2026-03-13\|62.70\|0.16\|62.03\|65.30\|61.84\|23716;2026-03-16\|60.98\|-2.74\|62.39\|62.84\|60.40\|20377;2026-03-17\|60.86\|-0.20\|61.19\|61.61\|60.48\|12733;2026-03-18\|61.28\|0.69\|60.96\|62.25\|60.86\|9655;2026-03-19\|58.98\|-3.75\|60.40\|61.27\|58.95\|16104;2026-03-20\|58.68\|-0.51\|59.24\|60.83\|58.63\|18241;2026-03-23\|55.96\|-4.64\|58.09\|58.42\|55.60\|20083;2026-03-24\|57.46\|2.68\|56.85\|57.75\|55.93\|14494;2026-03-25\|58.90\|2.51\|57.47\|59.88\|57.44\|11536;2026-03-26\|57.80\|-1.87\|58.90\|59.65\|57.40\|15485;2026-03-27\|58.67\|1.51\|57.15\|59.08\|56.94\|14920;2026-03-30\|58.00\|-1.14\|58.18\|58.64\|57.33\|12918;2026-03-31\|57.28\|-1.24\|58.01\|59.08\|57.28\|8518;2026-04-01\|59.11\|3.19\|57.99\|59.49\|57.99\|12982;2026-04-02\|58.96\|-0.25\|58.52\|59.45\|58.20\|9521;2026-04-03\|58.77\|-0.32\|59.02\|59.18\|57.70\|7492;2026-04-07\|58.38\|-0.66\|58.77\|59.73\|58.17\|10561;2026-04-08\|61.88\|6.00\|59.29\|61.99\|58.90\|25978;2026-04-09\|59.78\|-3.39\|61.16\|61.34\|59.67\|17257;2026-04-10\|59.46\|-0.54\|59.79\|60.25\|58.90\|20835;2026-04-13\|58.47\|-1.67\|59.67\|60.04\|58.16\|20261;2026-04-14\|59.68\|2.07\|58.68\|59.78\|58.30\|15923;2026-04-15\|60.11\|0.72\|59.97\|60.75\|59.47\|14540;2026-04-16\|60.55\|0.73\|60.26\|61.05\|59.91\|10703;2026-04-17\|59.76\|-1.30\|60.71\|60.73\|59.55\|11193;2026-04-20\|59.50\|-0.44\|59.73\|59.92\|58.60\|15681;2026-04-21\|59.98\|0.81\|59.02\|60.48\|59.02\|9506;2026-04-22\|59.69\|-0.48\|59.69\|60.29\|59.26\|7770;2026-04-23\|58.79\|-1.51\|59.35\|59.68\|58.02\|9290;2026-04-24\|56.30\|-4.24\|58.51\|58.96\|56.01\|24662;2026-04-27\|56.78\|0.85\|56.31\|57.29\|56.31\|11283;2026-04-28\|56.63\|-0.26\|56.91\|57.22\|56.02\|8813;2026-04-29\|57.93\|2.30\|57.78\|59.00\|57.61\|14862;2026-04-30\|56.87\|-1.83\|58.00\|58.00\|56.63\|13654;2026-05-06\|56.88\|0.02\|56.90\|57.74\|56.63\|15398;2026-05-07\|57.61\|1.28\|57.50\|57.80\|56.75\|12126;2026-05-08\|57.65\|0.07\|57.23\|58.28\|57.23\|14819;2026-05-11\|57.82\|0.29\|57.68\|58.40\|56.48\|18211;2026-05-12\|56.79\|-1.78\|57.87\|57.87\|56.50\|15261;2026-05-13\|56.91\|0.21\|56.87\|57.13\|56.40\|8191;2026-05-14\|55.02\|-3.32\|56.90\|57.29\|55.02\|19869;2026-05-15\|54.56\|-0.84\|55.20\|55.66\|54.06\|18617;2026-05-18\|52.63\|-3.54\|54.56\|54.84\|52.30\|20791;2026-05-19\|53.08\|0.85\|53.15\|53.20\|52.51\|11787;2026-05-20\|52.52\|-1.05\|52.35\|52.60\|51.20\|27965;2026-05-21\|51.22\|-2.48\|52.54\|53.18\|51.22\|16718;2026-05-22\|51.68\|0.90\|51.50\|52.01\|51.06\|10484;2026-05-25\|56.20\|8.75\|52.60\|56.85\|52.50\|62815;2026-05-26\|54.04\|-3.84\|55.03\|57.78\|54.04\|52114;2026-05-27\|54.70\|3.13\|53.71\|56.09\|53.13\|50762;2026-05-28\|56.03\|2.43\|56.04\|56.48\|53.00\|63992;2026-05-29\|55.42\|-1.09\|55.92\|57.81\|54.80\|66232;2026-06-01\|57.66\|4.04\|55.39\|58.86\|55.15\|69472;2026-06-02\|56.28\|-2.39\|57.71\|58.16\|56.20\|40822;2026-06-03\|56.72\|0.78\|56.40\|59.00\|56.13\|49750;2026-06-04\|53.07\|-6.44\|56.20\|56.55\|52.26\|62014;2026-06-05\|52.51\|-1.06\|53.00\|53.59\|51.82\|31539;2026-06-08\|49.48\|-5.77\|51.20\|52.22\|48.90\|42304;2026-06-09\|53.18\|7.48\|52.00\|53.83\|51.33\|45649;2026-06-10\|55.30\|3.99\|53.52\|56.80\|52.55\|48971;2026-06-11\|54.69\|-1.10\|54.38\|55.38\|53.70\|29050;2026-06-12\|57.65\|5.41\|54.70\|58.17\|54.70\|45323;2026-06-15\|58.50\|1.47\|58.25\|58.70\|56.93\|36825;2026-06-16\|58.75\|0.43\|59.50\|59.73\|56.70\|41791;2026-06-17\|60.89\|3.64\|58.74\|61.61\|57.13\|52734;2026-06-18\|60.30\|-0.97\|60.50\|61.88\|59.31\|31667;2026-06-22\|62.05\|2.90\|59.80\|63.30\|59.49\|43954;2026-06-23\|62.52\|0.76\|62.00\|64.17\|61.05\|31895;2026-06-24\|68.77\|10.00\|62.42\|68.77\|62.00\|77776;2026-06-25\|75.65\|10.00\|70.88\|75.65\|70.88\|124872;2026-06-26\|76.02\|0.49\|75.00\|77.87\|73.01\|94979;2026-06-29\|72.88\|-4.13\|76.24\|77.00\|71.81\|70948;2026-06-30\|71.17\|-2.35\|72.88\|74.00\|69.71\|73664;2026-07-01\|76.65\|7.70\|71.85\|76.93\|71.28\|66407;2026-07-02\|72.03\|-6.03\|74.00\|76.31\|71.50\|56517;2026-07-03\|79.23\|10.00\|72.52\|79.23\|72.52\|36134;2026-07-06\|78.35\|-1.11\|80.00\|81.00\|75.00\|114769;2026-07-07\|79.52\|1.49\|77.96\|83.97\|77.50\|80968;2026-07-08\|76.12\|-4.28\|78.71\|79.97\|73.85\|78031;2026-07-09\|76.01\|-0.14\|76.00\|76.86\|74.01\|57631;2026-07-10\|74.59\|-1.87\|76.90\|77.20\|74.17\|45175
116777	其它归类	偏光片+合肥二期产能爬坡+OLED/车载+减持完毕 1、据2026年6月9日及6月3日互动易，公司合肥二期目前稼动率已超过80%，良率超过90%；公司整体产能利用率维持在较高水平，在手订单充足。 2、据2025年年度报告及2026年4月10日业绩说明会，公司OLED手机偏光片已批量生产，车载偏光片已通过主流面板客户认证并将在2026年形成批量销售，可折叠偏光片2025年实现小批量应用；据2026年一季报，公司2026年第一季度实现归母净利润3331.72万元，同比增长12.43%。 3、据2026年6月24日公告，公司持股5%以上股东汤际瑜减持计划已实施完毕，其持股比例已降至5%以下。	国内偏光片行业龙头企业之一，国内少数具备TFT-LCD用偏光片生产能力的企业之一，是华为等全球著名终端品牌显示屏材料供应商	2026-03-03\|27.19\|-3.82\|28.27\|28.66\|27.17\|84713;2026-03-04\|26.68\|-1.88\|26.78\|27.18\|26.50\|46270;2026-03-05\|28.10\|5.32\|27.22\|28.55\|27.16\|91227;2026-03-06\|27.53\|-2.03\|27.68\|28.25\|27.38\|51994;2026-03-09\|27.09\|-1.60\|27.01\|27.28\|26.26\|53763;2026-03-10\|28.66\|5.80\|27.50\|29.36\|27.36\|85317;2026-03-11\|28.72\|0.21\|28.79\|29.50\|28.67\|109811;2026-03-12\|28.68\|-0.14\|29.15\|29.15\|28.45\|47425;2026-03-13\|27.92\|-2.65\|28.50\|28.80\|27.75\|45857;2026-03-16\|28.00\|0.29\|27.82\|28.09\|27.17\|47614;2026-03-17\|26.45\|-5.54\|28.11\|28.50\|26.40\|55594;2026-03-18\|27.29\|3.18\|26.35\|27.39\|26.35\|37575;2026-03-19\|27.12\|-0.62\|26.87\|27.87\|26.60\|54530;2026-03-20\|26.58\|-1.99\|27.13\|27.45\|26.58\|44858;2026-03-23\|23.97\|-9.82\|26.00\|26.00\|23.92\|79920;2026-03-24\|25.03\|4.42\|24.65\|25.15\|24.01\|49105;2026-03-25\|25.61\|2.32\|25.25\|25.83\|25.21\|32421;2026-03-26\|25.02\|-2.30\|25.61\|25.62\|24.72\|24447;2026-03-27\|25.16\|0.56\|24.53\|25.27\|24.41\|40590;2026-03-30\|25.97\|3.22\|24.53\|26.00\|24.42\|41189;2026-03-31\|25.50\|-1.81\|26.14\|26.14\|25.36\|32617;2026-04-01\|26.73\|4.82\|26.02\|26.89\|25.97\|47828;2026-04-02\|26.31\|-1.57\|26.73\|27.27\|26.18\|38551;2026-04-03\|25.90\|-1.56\|26.29\|26.51\|25.30\|34019;2026-04-07\|26.14\|0.93\|26.06\|26.78\|25.99\|35649;2026-04-08\|27.46\|5.05\|26.74\|27.49\|26.60\|46801;2026-04-09\|27.39\|-0.25\|27.18\|27.68\|27.05\|34754;2026-04-10\|27.82\|1.57\|27.47\|28.05\|27.47\|35740;2026-04-13\|30.60\|9.99\|27.80\|30.60\|27.53\|150088;2026-04-14\|29.70\|-2.94\|30.99\|31.16\|29.21\|180553;2026-04-15\|28.91\|-2.66\|29.50\|29.95\|28.82\|112224;2026-04-16\|29.56\|2.25\|28.89\|29.92\|28.45\|133801;2026-04-17\|29.34\|-0.74\|29.45\|30.50\|29.26\|89733;2026-04-20\|29.44\|0.34\|29.40\|30.16\|29.06\|77941;2026-04-21\|29.87\|1.46\|29.60\|30.24\|29.44\|78879;2026-04-22\|29.90\|0.10\|29.65\|30.18\|29.40\|72772;2026-04-23\|28.90\|-3.34\|29.89\|29.99\|28.60\|82708;2026-04-24\|28.87\|-0.10\|28.90\|29.29\|28.60\|49841;2026-04-27\|29.61\|2.56\|28.87\|29.64\|28.66\|68969;2026-04-28\|30.42\|2.74\|29.37\|30.62\|29.20\|123687;2026-04-29\|30.69\|0.89\|30.19\|30.92\|30.01\|69734;2026-04-30\|30.91\|0.72\|30.73\|31.42\|30.20\|61873;2026-05-06\|30.82\|-0.29\|30.93\|31.99\|30.55\|68585;2026-05-07\|31.54\|2.34\|30.71\|31.73\|30.63\|67553;2026-05-08\|31.52\|-0.06\|31.45\|31.65\|30.90\|51431;2026-05-11\|31.05\|-1.49\|31.67\|31.77\|30.95\|66040;2026-05-12\|30.09\|-3.09\|31.00\|31.26\|29.95\|79655;2026-05-13\|29.97\|-0.40\|30.00\|30.55\|29.63\|61246;2026-05-14\|30.36\|1.30\|30.20\|31.17\|29.43\|73511;2026-05-15\|29.69\|-2.21\|30.17\|30.45\|29.46\|51974;2026-05-18\|29.66\|-0.10\|29.68\|29.78\|29.19\|43217;2026-05-19\|29.61\|-0.17\|29.63\|29.70\|28.77\|41174;2026-05-20\|29.45\|-0.54\|29.44\|29.78\|29.04\|39523;2026-05-21\|29.11\|-0.78\|30.82\|31.70\|29.10\|109807;2026-05-22\|29.85\|2.54\|29.35\|30.43\|28.60\|77908;2026-05-25\|30.34\|1.64\|30.00\|30.70\|29.58\|57380;2026-05-26\|29.87\|-1.55\|30.07\|30.48\|29.37\|52823;2026-05-27\|29.04\|-2.78\|29.61\|30.15\|28.47\|66144;2026-05-28\|29.25\|0.72\|28.87\|29.49\|28.43\|50440;2026-05-29\|27.22\|-6.94\|29.25\|29.31\|27.13\|67383;2026-06-01\|27.64\|1.54\|27.15\|28.70\|27.02\|55698;2026-06-02\|30.40\|9.99\|27.72\|30.40\|27.72\|84598;2026-06-03\|31.07\|2.20\|30.03\|32.06\|29.80\|181272;2026-06-04\|31.87\|2.57\|31.37\|32.18\|30.73\|125844;2026-06-05\|32.78\|2.86\|32.10\|33.56\|31.58\|138674;2026-06-08\|31.30\|-4.51\|31.67\|33.18\|30.94\|113972;2026-06-09\|31.28\|-0.06\|31.73\|31.80\|30.75\|89903;2026-06-10\|31.14\|-0.45\|31.00\|31.69\|30.24\|111302;2026-06-11\|30.52\|-1.99\|30.60\|30.99\|29.49\|90744;2026-06-12\|29.63\|-2.92\|30.70\|31.77\|29.49\|87956;2026-06-15\|31.42\|6.04\|30.01\|32.17\|29.86\|109672;2026-06-16\|31.94\|1.66\|31.15\|32.39\|31.04\|88975;2026-06-17\|32.55\|1.91\|31.63\|32.87\|31.57\|87340;2026-06-18\|33.10\|1.69\|32.30\|33.15\|31.82\|106710;2026-06-22\|32.66\|-1.33\|33.00\|33.15\|31.62\|91009;2026-06-23\|32.05\|-1.87\|32.50\|32.99\|31.80\|74009;2026-06-24\|35.26\|10.02\|32.05\|35.26\|31.52\|202374;2026-06-25\|34.94\|-0.91\|35.00\|35.54\|34.12\|194203;2026-06-26\|34.02\|-2.63\|34.53\|35.34\|33.70\|148904;2026-06-29\|33.57\|-1.32\|33.61\|35.23\|32.23\|150917;2026-06-30\|35.21\|4.89\|33.58\|35.21\|32.96\|166856;2026-07-01\|33.95\|-3.58\|34.58\|35.27\|33.46\|144619;2026-07-02\|33.32\|-1.86\|33.00\|34.88\|32.35\|124185;2026-07-03\|31.59\|-5.19\|33.22\|33.30\|31.38\|106442;2026-07-06\|30.50\|-3.45\|32.00\|32.18\|30.19\|80874;2026-07-07\|30.30\|-0.66\|30.30\|31.10\|29.75\|57049;2026-07-08\|30.80\|1.65\|30.20\|31.65\|29.71\|79158;2026-07-09\|31.00\|0.65\|30.61\|31.15\|29.16\|85263;2026-07-10\|31.56\|1.81\|31.45\|33.69\|31.15\|113249
116776	其它归类	金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	1、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货； 2、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务	2026-03-03\|49.59\|-8.17\|53.70\|53.99\|49.21\|298758;2026-03-04\|48.32\|-2.56\|48.53\|49.87\|47.87\|176612;2026-03-05\|52.17\|7.97\|49.88\|53.15\|49.60\|343110;2026-03-06\|52.06\|-0.21\|51.81\|53.37\|51.08\|218850;2026-03-09\|50.45\|-3.09\|50.19\|50.96\|48.23\|210337;2026-03-10\|52.60\|4.26\|51.02\|53.00\|50.65\|191229;2026-03-11\|52.02\|-1.10\|52.61\|54.60\|51.88\|206591;2026-03-12\|50.04\|-3.81\|51.82\|52.01\|49.35\|189213;2026-03-13\|47.20\|-5.68\|49.40\|49.49\|47.08\|206798;2026-03-16\|48.16\|2.03\|47.21\|48.49\|45.38\|157752;2026-03-17\|47.71\|-0.93\|48.43\|50.20\|47.21\|137011;2026-03-18\|47.98\|0.57\|47.66\|48.44\|47.00\|97063;2026-03-19\|46.32\|-3.46\|47.37\|47.52\|45.81\|112616;2026-03-20\|45.94\|-0.82\|46.32\|47.20\|45.48\|99008;2026-03-23\|42.28\|-7.97\|44.59\|45.30\|41.86\|170049;2026-03-24\|43.98\|4.02\|43.56\|44.29\|42.56\|136954;2026-03-25\|44.01\|0.07\|44.27\|45.15\|43.72\|97635;2026-03-26\|43.16\|-1.93\|44.11\|44.38\|42.80\|75944;2026-03-27\|43.20\|0.09\|42.41\|43.60\|42.13\|75928;2026-03-30\|44.12\|2.13\|42.35\|44.44\|42.35\|86847;2026-03-31\|43.76\|-0.82\|44.22\|45.20\|43.76\|97632;2026-04-01\|44.16\|0.91\|44.95\|45.16\|43.70\|71937;2026-04-02\|42.80\|-3.08\|43.84\|44.15\|42.56\|74727;2026-04-03\|42.51\|-0.68\|42.97\|43.20\|41.91\|65852;2026-04-07\|41.79\|-1.69\|42.58\|42.80\|41.36\|63832;2026-04-08\|45.97\|10.00\|42.59\|45.97\|42.59\|132158;2026-04-09\|46.67\|1.52\|45.31\|47.15\|45.03\|203900;2026-04-10\|47.53\|1.84\|47.13\|48.70\|46.68\|134305;2026-04-13\|46.26\|-2.67\|46.88\|48.05\|46.20\|133026;2026-04-14\|48.95\|5.82\|47.08\|49.43\|46.50\|281613;2026-04-15\|48.37\|-1.18\|48.97\|50.39\|48.17\|188750;2026-04-16\|49.55\|2.44\|48.30\|50.14\|47.90\|150755;2026-04-17\|50.10\|1.11\|49.21\|50.40\|48.90\|130004;2026-04-20\|54.04\|7.86\|50.64\|54.49\|50.12\|224119;2026-04-21\|53.27\|-1.42\|53.95\|55.20\|52.42\|212264;2026-04-22\|54.20\|1.75\|53.03\|54.43\|52.69\|131967;2026-04-23\|53.31\|-1.64\|53.73\|55.27\|52.90\|139383;2026-04-24\|51.98\|-2.49\|52.83\|53.29\|51.28\|122451;2026-04-27\|51.80\|-0.35\|52.39\|53.28\|51.40\|109333;2026-04-28\|50.10\|-3.28\|51.38\|51.40\|49.20\|141080;2026-04-29\|50.14\|0.08\|50.00\|50.67\|49.71\|89296;2026-04-30\|52.21\|4.13\|50.27\|52.69\|49.90\|155546;2026-05-06\|55.89\|7.05\|52.73\|57.43\|52.40\|247622;2026-05-07\|56.27\|0.68\|55.89\|57.74\|55.02\|219439;2026-05-08\|57.47\|2.13\|55.78\|58.63\|55.38\|191714;2026-05-11\|58.51\|1.81\|57.91\|59.28\|56.81\|230229;2026-05-12\|57.43\|-1.85\|58.50\|59.19\|56.08\|175431;2026-05-13\|59.49\|3.59\|57.15\|61.06\|56.89\|252177;2026-05-14\|57.18\|-3.88\|58.46\|59.80\|56.74\|196756;2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774
116775	其它归类	中东重建+国际工程+算力+一带一路行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-03-03\|8.88\|0.34\|8.81\|9.02\|8.77\|256325;2026-03-04\|8.96\|0.90\|8.80\|9.08\|8.76\|239117;2026-03-05\|9.00\|0.45\|9.00\|9.12\|8.94\|213159;2026-03-06\|9.09\|1.00\|9.00\|9.13\|8.91\|187546;2026-03-09\|9.20\|1.21\|9.07\|9.20\|8.97\|309561;2026-03-10\|9.08\|-1.30\|9.35\|9.45\|9.03\|358293;2026-03-11\|9.10\|0.22\|9.10\|9.14\|8.85\|245615;2026-03-12\|9.14\|0.44\|9.09\|9.18\|8.98\|193601;2026-03-13\|9.20\|0.66\|9.10\|9.39\|9.08\|267451;2026-03-16\|9.01\|-2.07\|9.20\|9.25\|8.97\|225111;2026-03-17\|8.88\|-1.44\|9.13\|9.17\|8.87\|153330;2026-03-18\|8.66\|-2.48\|8.90\|8.93\|8.59\|211983;2026-03-19\|8.37\|-3.35\|8.58\|8.67\|8.33\|232250;2026-03-20\|8.34\|-0.36\|8.37\|8.47\|8.23\|200484;2026-03-23\|8.07\|-3.24\|8.25\|8.51\|8.01\|292509;2026-03-24\|8.68\|7.56\|8.18\|8.79\|8.16\|461743;2026-03-25\|8.89\|2.42\|8.70\|9.00\|8.56\|387107;2026-03-26\|8.71\|-2.02\|8.87\|8.98\|8.69\|231416;2026-03-27\|8.64\|-0.80\|8.67\|8.72\|8.55\|197081;2026-03-30\|8.76\|1.39\|8.51\|8.86\|8.35\|242002;2026-03-31\|8.96\|2.28\|8.72\|9.14\|8.61\|322352;2026-04-01\|9.01\|0.56\|9.86\|9.86\|8.97\|954114;2026-04-02\|9.91\|9.99\|9.00\|9.91\|8.97\|904582;2026-04-03\|9.53\|-3.83\|9.88\|10.07\|9.32\|1254405;2026-04-07\|10.48\|9.97\|9.89\|10.48\|9.87\|1479594;2026-04-08\|11.53\|10.02\|11.53\|11.53\|11.33\|427483;2026-04-09\|11.50\|-0.26\|12.50\|12.68\|11.50\|2311623;2026-04-10\|10.73\|-6.70\|11.50\|11.62\|10.63\|1665139;2026-04-13\|9.84\|-8.29\|10.20\|10.30\|9.69\|1216386;2026-04-14\|10.82\|9.96\|10.11\|10.82\|9.96\|1653422;2026-04-15\|11.90\|9.98\|11.39\|11.90\|11.39\|1212659;2026-04-16\|11.59\|-2.60\|11.54\|11.93\|11.40\|1607616;2026-04-17\|11.52\|-0.60\|11.58\|12.14\|11.17\|1471630;2026-04-20\|11.97\|3.91\|11.56\|12.19\|11.23\|1473448;2026-04-21\|11.88\|-0.75\|11.75\|12.27\|11.45\|1055852;2026-04-22\|11.54\|-2.86\|11.88\|11.88\|11.30\|922174;2026-04-23\|10.81\|-6.33\|11.24\|11.24\|10.74\|947719;2026-04-24\|10.65\|-1.48\|10.65\|10.96\|10.47\|613330;2026-04-27\|10.22\|-4.04\|10.37\|10.43\|10.15\|593014;2026-04-28\|9.95\|-2.64\|10.16\|10.24\|9.90\|478286;2026-04-29\|10.11\|1.61\|10.02\|10.18\|9.88\|424787;2026-04-30\|10.12\|0.10\|10.05\|10.13\|9.90\|419575;2026-05-06\|10.62\|4.94\|10.37\|11.04\|10.25\|810628;2026-05-07\|11.68\|9.98\|11.32\|11.68\|11.31\|769114;2026-05-08\|11.87\|1.63\|11.46\|12.00\|11.38\|1381041;2026-05-11\|11.73\|-1.18\|11.62\|11.96\|11.62\|740806;2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749
116774	其它归类	汽车产业链+比亚迪概念+高管增持 1、据2026年4月27日年报，公司是覆盖产前至售后的汽车全产业链服务商，依托“资源+仓储+运作+运输”一体化模式，向智慧物流转型升级。 2、据2026年5月20日投资者关系活动记录表，公司已成为比亚迪核心零部件供应商，配套车型覆盖比亚迪全系，并同步供货上汽、吉利等20余家整车厂。 3、据2026年6月11日公告，公司董事、高级管理人员等多位核心人员于当日进行增持，合计增持超34万股。 4、据2026年4月27日公告，公司2026年一季度实现营收4.41亿元，同比增长18.94%；归母净利润1990.49万元，同比扭亏为盈。	公司的座椅盖板等汽车零部件参与应用于赛力斯问界系列车型	2026-03-03\|20.16\|-1.99\|20.57\|20.75\|20.11\|24694;2026-03-04\|20.05\|-0.55\|19.91\|20.23\|19.50\|24437;2026-03-05\|19.89\|-0.80\|20.19\|20.39\|19.82\|17518;2026-03-06\|20.56\|3.37\|19.76\|20.63\|19.76\|30226;2026-03-09\|20.18\|-1.85\|20.73\|20.73\|19.85\|27834;2026-03-10\|20.65\|2.33\|20.46\|20.70\|20.21\|21781;2026-03-11\|20.26\|-1.89\|20.65\|20.82\|20.15\|22019;2026-03-12\|19.88\|-1.88\|20.17\|20.31\|19.81\|22037;2026-03-13\|19.79\|-0.45\|19.86\|20.20\|19.72\|15882;2026-03-16\|19.87\|0.40\|19.81\|20.08\|19.65\|16116;2026-03-17\|19.31\|-2.82\|19.80\|19.86\|19.23\|19178;2026-03-18\|19.61\|1.55\|19.27\|19.62\|19.12\|14478;2026-03-19\|19.20\|-2.09\|19.44\|19.68\|19.11\|13327;2026-03-20\|18.57\|-3.28\|19.35\|19.35\|18.50\|20046;2026-03-23\|17.34\|-6.62\|18.49\|18.49\|17.10\|31635;2026-03-24\|18.17\|4.79\|17.62\|18.18\|17.40\|24742;2026-03-25\|18.26\|0.50\|18.20\|18.56\|18.11\|24259;2026-03-26\|17.89\|-2.03\|18.26\|18.49\|17.65\|17905;2026-03-27\|18.20\|1.73\|17.74\|18.30\|17.66\|14860;2026-03-30\|18.46\|1.43\|18.20\|18.50\|18.06\|15539;2026-03-31\|18.26\|-1.08\|18.59\|18.82\|18.26\|16055;2026-04-01\|18.60\|1.86\|18.48\|18.79\|18.35\|15477;2026-04-02\|18.25\|-1.88\|18.60\|18.68\|18.05\|17343;2026-04-03\|17.66\|-3.23\|18.18\|18.42\|17.57\|15402;2026-04-07\|18.00\|1.93\|17.52\|18.21\|17.52\|19073;2026-04-08\|18.75\|4.17\|18.50\|18.76\|18.31\|20639;2026-04-09\|18.77\|0.11\|19.05\|19.05\|18.55\|22973;2026-04-10\|19.28\|2.72\|18.78\|19.41\|18.78\|22961;2026-04-13\|18.98\|-1.56\|19.24\|19.24\|18.78\|18379;2026-04-14\|19.31\|1.74\|19.24\|19.38\|18.86\|15719;2026-04-15\|19.78\|2.43\|19.78\|20.14\|19.03\|34165;2026-04-16\|19.70\|-0.40\|19.77\|19.85\|19.32\|28991;2026-04-17\|19.88\|0.91\|19.67\|20.10\|19.54\|21788;2026-04-20\|19.92\|0.20\|19.91\|19.96\|19.68\|15982;2026-04-21\|19.82\|-0.50\|19.93\|20.10\|19.69\|13883;2026-04-22\|19.70\|-0.61\|19.82\|19.90\|19.58\|17517;2026-04-23\|19.59\|-0.56\|19.70\|19.78\|19.45\|15704;2026-04-24\|19.83\|1.23\|19.49\|19.89\|19.30\|14740;2026-04-27\|20.61\|3.93\|20.70\|21.69\|19.92\|63091;2026-04-28\|20.79\|0.87\|20.60\|21.59\|20.17\|54120;2026-04-29\|20.93\|0.67\|20.86\|21.21\|20.51\|35119;2026-04-30\|21.76\|3.97\|21.23\|21.97\|20.95\|42523;2026-05-06\|21.91\|0.69\|21.54\|22.50\|21.16\|43368;2026-05-07\|22.44\|2.42\|21.84\|22.87\|21.71\|31067;2026-05-08\|22.82\|1.69\|22.20\|23.23\|22.01\|31976;2026-05-11\|23.18\|1.58\|22.68\|23.44\|22.41\|39145;2026-05-12\|22.67\|-2.20\|23.13\|23.35\|22.41\|32802;2026-05-13\|22.59\|-0.35\|22.58\|22.97\|22.39\|25642;2026-05-14\|22.46\|-0.58\|22.58\|22.85\|22.42\|20562;2026-05-15\|22.56\|0.45\|22.40\|22.89\|22.39\|22277;2026-05-18\|22.77\|0.93\|22.56\|22.92\|22.25\|24272;2026-05-19\|22.69\|-0.35\|22.20\|23.00\|22.20\|18398;2026-05-20\|22.69\|0.00\|22.49\|22.85\|22.42\|16904;2026-05-21\|22.19\|-2.20\|22.59\|23.00\|22.03\|20194;2026-05-22\|22.90\|3.20\|22.50\|23.04\|22.03\|24202;2026-05-25\|23.23\|1.44\|22.97\|24.91\|22.68\|29784;2026-05-26\|22.30\|-4.00\|23.52\|23.52\|20.91\|33713;2026-05-27\|22.03\|-1.21\|22.35\|22.35\|21.66\|28058;2026-05-28\|22.28\|1.13\|21.98\|22.44\|21.58\|18159;2026-05-29\|21.66\|-2.78\|22.01\|22.27\|21.27\|32115;2026-06-01\|22.02\|1.66\|21.55\|22.31\|21.22\|20356;2026-06-02\|21.41\|-2.77\|22.04\|22.10\|21.29\|20434;2026-06-03\|21.20\|-0.98\|21.20\|21.64\|21.04\|18787;2026-06-04\|20.82\|-1.79\|21.02\|21.32\|20.62\|14878;2026-06-05\|20.87\|0.24\|20.52\|21.30\|20.34\|19523;2026-06-08\|20.16\|-3.40\|20.00\|21.00\|19.81\|23853;2026-06-09\|19.97\|-0.94\|20.34\|20.42\|19.83\|16201;2026-06-10\|19.75\|-1.10\|19.56\|20.22\|19.34\|13327;2026-06-11\|19.23\|-2.63\|19.76\|19.95\|18.86\|11335;2026-06-12\|19.17\|-0.31\|19.36\|19.49\|18.96\|16476;2026-06-15\|19.44\|1.41\|19.15\|19.83\|19.08\|18730;2026-06-16\|19.28\|-0.82\|19.30\|19.62\|18.88\|15191;2026-06-17\|18.97\|-1.61\|19.18\|19.35\|18.86\|14844;2026-06-18\|18.84\|-0.69\|18.98\|19.16\|18.73\|9991;2026-06-22\|18.45\|-2.07\|18.63\|19.00\|17.78\|17610;2026-06-23\|19.42\|5.26\|18.48\|19.51\|18.43\|27641;2026-06-24\|21.36\|9.99\|19.41\|21.36\|19.41\|37226;2026-06-25\|19.23\|-9.97\|21.21\|21.32\|19.22\|67878;2026-06-26\|18.49\|-3.85\|19.03\|19.43\|18.14\|51097;2026-06-29\|17.99\|-2.70\|18.35\|18.76\|17.76\|47040;2026-06-30\|17.61\|-2.11\|17.90\|18.17\|17.53\|31526;2026-07-01\|18.03\|2.38\|17.67\|18.38\|17.63\|34809;2026-07-02\|18.52\|2.72\|17.91\|19.27\|17.82\|33118;2026-07-03\|19.27\|4.05\|18.46\|19.50\|18.30\|28899;2026-07-06\|19.08\|-0.99\|19.20\|19.77\|19.02\|19603;2026-07-07\|18.63\|-2.36\|18.78\|19.46\|18.58\|13721;2026-07-08\|18.09\|-2.90\|18.63\|18.68\|18.01\|14187;2026-07-09\|17.90\|-1.05\|18.18\|18.45\|17.53\|18826;2026-07-10\|18.41\|2.85\|17.70\|18.94\|17.70\|23352
116773	其它归类	扭亏为盈+海工装备+陕西国资公司原因： 1、据2026年1月31日公告，预计2025年度净利润为2600万元～3900万元，上年同期为亏损2693.57万元。报告期内，公司聚焦主业，通过调整产品结构及经营策略，深入推进降本增效，提升产品盈利水平，总体毛利率较去年同期有所提升，公司实现扭亏为盈。 2、据2025年3月20日互动易，巨力索具是公司客户，双方保持良好的合作关系。公司开发的拒海水聚酯工业丝产品已广泛应用于船舶、海洋钻井、深海风电系泊缆绳，产品通过DNV、ABS船级社测试认证。 3、据2025年8月29日公告的2025年半年度报告，公司最终控制人为陕西省国资委，涤纶工业丝产能位居全球前列。	1、公司以高性能纤维切入海洋经济领域，核心产品拒海水聚酯工业丝通过DNV、ABS船级社认证，适配船舶、海洋钻井、海上风电系泊缆绳等场景，能抵御海水侵蚀，保障海洋作业安全； 2、根据测算，卫星每成功减重20公斤，就能节省800万元发射成本，UHMWPE纤维在减重方面极具优势；公司在建UHMWPE项目设计产能为1600吨/年，大股东为陕西国资委	2026-03-03\|7.00\|-6.67\|7.51\|7.56\|6.99\|311728;2026-03-04\|6.83\|-2.43\|6.93\|7.01\|6.81\|175245;2026-03-05\|6.96\|1.90\|6.95\|7.05\|6.86\|151278;2026-03-06\|7.33\|5.32\|6.92\|7.36\|6.90\|242808;2026-03-09\|7.11\|-3.00\|7.16\|7.37\|6.98\|234540;2026-03-10\|7.16\|0.70\|7.16\|7.21\|7.11\|131322;2026-03-11\|7.18\|0.28\|7.18\|7.25\|7.10\|125428;2026-03-12\|7.24\|0.84\|7.45\|7.80\|7.20\|533188;2026-03-13\|6.99\|-3.45\|7.20\|7.35\|6.99\|412200;2026-03-16\|7.69\|10.01\|7.13\|7.69\|7.11\|375683;2026-03-17\|7.96\|3.51\|7.62\|8.16\|7.42\|1234111;2026-03-18\|7.71\|-3.14\|7.73\|7.76\|7.57\|698700;2026-03-19\|7.34\|-4.80\|7.64\|7.75\|7.29\|549517;2026-03-20\|6.71\|-8.58\|7.39\|7.42\|6.71\|528774;2026-03-23\|6.29\|-6.26\|6.50\|6.68\|6.27\|376238;2026-03-24\|6.47\|2.86\|6.46\|6.48\|6.16\|329434;2026-03-25\|6.46\|-0.15\|6.42\|6.55\|6.37\|271574;2026-03-26\|6.26\|-3.10\|6.41\|6.63\|6.24\|306312;2026-03-27\|6.31\|0.80\|6.02\|6.34\|6.01\|206211;2026-03-30\|6.24\|-1.11\|6.23\|6.32\|6.15\|171301;2026-03-31\|6.14\|-1.60\|6.23\|6.33\|6.13\|171759;2026-04-01\|6.18\|0.65\|6.24\|6.26\|6.14\|139453;2026-04-02\|5.93\|-4.05\|6.17\|6.17\|5.91\|191443;2026-04-03\|5.66\|-4.55\|5.97\|5.99\|5.65\|182449;2026-04-07\|6.23\|10.07\|5.70\|6.23\|5.70\|275942;2026-04-08\|6.34\|1.77\|6.30\|6.37\|6.19\|428194;2026-04-09\|6.44\|1.58\|6.34\|6.69\|6.28\|451268;2026-04-10\|6.76\|4.97\|6.40\|6.92\|6.31\|592677;2026-04-13\|6.51\|-3.70\|6.60\|6.69\|6.45\|398830;2026-04-14\|6.48\|-0.46\|6.46\|6.50\|6.37\|290602;2026-04-15\|6.44\|-0.62\|6.49\|6.72\|6.41\|249289;2026-04-16\|6.45\|0.16\|6.40\|6.47\|6.37\|174892;2026-04-17\|6.46\|0.15\|6.42\|6.50\|6.38\|155988;2026-04-20\|6.52\|0.93\|6.47\|6.54\|6.41\|168003;2026-04-21\|6.43\|-1.38\|6.51\|6.51\|6.38\|152856;2026-04-22\|6.40\|-0.47\|6.38\|6.43\|6.33\|125960;2026-04-23\|6.28\|-1.88\|6.42\|6.43\|6.22\|146674;2026-04-24\|6.23\|-0.80\|6.22\|6.32\|6.18\|138569;2026-04-27\|6.31\|1.28\|6.20\|6.31\|6.07\|155992;2026-04-28\|6.24\|-1.11\|6.30\|6.31\|6.17\|119544;2026-04-29\|5.81\|-6.89\|5.85\|5.95\|5.70\|294324;2026-04-30\|5.79\|-0.34\|5.82\|5.88\|5.73\|147673;2026-05-06\|5.69\|-1.73\|5.76\|5.80\|5.65\|253813;2026-05-07\|5.69\|0.00\|5.70\|5.73\|5.56\|245115;2026-05-08\|5.88\|3.34\|5.67\|5.95\|5.63\|270124;2026-05-11\|5.79\|-1.53\|5.95\|5.96\|5.76\|189656;2026-05-12\|5.64\|-2.59\|5.73\|5.77\|5.59\|159792;2026-05-13\|5.58\|-1.06\|5.67\|5.67\|5.56\|133004;2026-05-14\|5.51\|-1.25\|5.58\|5.68\|5.50\|177370;2026-05-15\|5.46\|-0.91\|5.46\|5.60\|5.42\|143541;2026-05-18\|5.19\|-4.95\|5.41\|5.41\|5.16\|209125;2026-05-19\|5.20\|0.19\|5.17\|5.23\|5.12\|122201;2026-05-20\|5.05\|-2.88\|5.19\|5.19\|5.03\|137663;2026-05-21\|4.85\|-3.96\|5.08\|5.12\|4.84\|181618;2026-05-22\|4.98\|2.68\|4.88\|5.00\|4.80\|159519;2026-05-25\|4.83\|-3.01\|4.96\|5.00\|4.80\|133985;2026-05-26\|4.75\|-1.66\|4.81\|4.84\|4.68\|128053;2026-05-27\|4.67\|-1.68\|4.71\|4.78\|4.62\|130516;2026-05-28\|4.72\|1.07\|4.67\|4.77\|4.62\|136989;2026-05-29\|4.63\|-1.91\|4.74\|4.77\|4.60\|120133;2026-06-01\|4.77\|3.02\|4.63\|4.82\|4.59\|140607;2026-06-02\|4.68\|-1.89\|4.81\|4.84\|4.58\|133893;2026-06-03\|4.63\|-1.07\|4.73\|4.73\|4.57\|110891;2026-06-04\|4.54\|-1.94\|4.62\|4.63\|4.49\|109454;2026-06-05\|4.59\|1.10\|4.50\|4.68\|4.50\|145732;2026-06-08\|4.47\|-2.61\|4.50\|4.63\|4.36\|144301;2026-06-09\|4.48\|0.22\|4.51\|4.56\|4.42\|97410;2026-06-10\|4.50\|0.45\|4.50\|4.55\|4.41\|106314;2026-06-11\|4.39\|-2.44\|4.47\|4.51\|4.35\|107636;2026-06-12\|4.43\|0.91\|4.38\|4.49\|4.33\|139799;2026-06-15\|4.54\|2.48\|4.49\|4.78\|4.48\|188738;2026-06-16\|4.50\|-0.88\|4.53\|4.54\|4.37\|150434;2026-06-17\|4.36\|-3.11\|4.50\|4.53\|4.34\|141393;2026-06-18\|4.24\|-2.75\|4.34\|4.35\|4.22\|127465;2026-06-22\|4.27\|0.71\|4.24\|4.29\|4.12\|152981;2026-06-23\|4.31\|0.94\|4.23\|4.43\|4.22\|157115;2026-06-24\|4.74\|9.98\|4.30\|4.74\|4.29\|214993;2026-06-25\|4.66\|-1.69\|4.62\|4.78\|4.50\|486042;2026-06-26\|4.88\|4.72\|4.64\|5.07\|4.61\|568319;2026-06-29\|5.27\|7.99\|4.84\|5.27\|4.72\|613960;2026-06-30\|5.04\|-4.36\|5.14\|5.14\|4.90\|465957;2026-07-01\|4.82\|-4.37\|4.93\|4.95\|4.73\|376107;2026-07-02\|5.30\|9.96\|4.75\|5.30\|4.74\|374259;2026-07-03\|4.95\|-6.60\|5.20\|5.34\|4.95\|509957;2026-07-06\|5.06\|2.22\|4.96\|5.20\|4.89\|340707;2026-07-07\|4.80\|-5.14\|4.95\|5.00\|4.74\|261572;2026-07-08\|4.32\|-10.00\|4.68\|4.73\|4.32\|296564;2026-07-09\|4.18\|-3.24\|4.41\|4.45\|4.15\|215361;2026-07-10\|4.34\|3.83\|4.15\|4.58\|4.02\|314266
116772	其它归类	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-03-03\|5.80\|-5.23\|6.12\|6.15\|5.79\|281348;2026-03-04\|5.85\|0.86\|5.79\|5.94\|5.75\|160924;2026-03-05\|6.07\|3.76\|5.94\|6.13\|5.85\|218189;2026-03-06\|6.41\|5.60\|6.07\|6.45\|6.04\|298147;2026-03-09\|6.61\|3.12\|6.35\|6.61\|6.26\|305244;2026-03-10\|6.89\|4.24\|6.66\|7.12\|6.56\|484912;2026-03-11\|7.32\|6.24\|6.89\|7.38\|6.84\|487871;2026-03-12\|7.90\|7.92\|7.46\|7.98\|7.32\|640734;2026-03-13\|7.95\|0.63\|7.71\|8.12\|7.61\|519970;2026-03-16\|7.49\|-5.79\|7.90\|7.94\|7.18\|531600;2026-03-17\|7.29\|-2.67\|7.49\|7.53\|7.21\|329914;2026-03-18\|7.40\|1.51\|7.30\|7.60\|7.08\|278317;2026-03-19\|7.01\|-5.27\|7.30\|7.52\|6.96\|269420;2026-03-20\|6.79\|-3.14\|7.01\|7.07\|6.77\|195153;2026-03-23\|6.26\|-7.81\|6.21\|6.65\|6.14\|331921;2026-03-24\|6.89\|10.06\|6.38\|6.89\|6.30\|290619;2026-03-25\|6.93\|0.58\|6.95\|7.18\|6.80\|258536;2026-03-26\|7.06\|1.88\|6.99\|7.27\|6.88\|315490;2026-03-27\|7.04\|-0.28\|7.05\|7.13\|6.91\|208620;2026-03-30\|6.84\|-2.84\|6.91\|6.95\|6.67\|184911;2026-03-31\|6.63\|-3.07\|6.85\|6.89\|6.60\|131000;2026-04-01\|6.80\|2.56\|6.74\|6.96\|6.69\|132900;2026-04-02\|6.58\|-3.24\|6.80\|6.81\|6.55\|121501;2026-04-03\|6.21\|-5.62\|6.57\|6.60\|6.19\|146394;2026-04-07\|6.83\|9.98\|6.19\|6.83\|6.17\|267326;2026-04-08\|6.85\|0.29\|6.88\|6.99\|6.68\|317073;2026-04-09\|7.27\|6.13\|6.91\|7.44\|6.71\|408920;2026-04-10\|7.25\|-0.28\|7.31\|7.47\|7.20\|247301;2026-04-13\|7.21\|-0.55\|7.24\|7.29\|7.09\|173593;2026-04-14\|7.32\|1.53\|7.44\|7.50\|7.12\|238085;2026-04-15\|7.22\|-1.37\|7.32\|7.55\|7.20\|249295;2026-04-16\|7.22\|0.00\|7.27\|7.27\|7.06\|160229;2026-04-17\|7.37\|2.08\|7.27\|7.50\|7.14\|214034;2026-04-20\|7.51\|1.90\|7.35\|7.58\|7.33\|176669;2026-04-21\|7.26\|-3.33\|7.49\|7.49\|7.08\|239914;2026-04-22\|7.46\|2.75\|7.25\|7.69\|7.13\|221216;2026-04-23\|7.26\|-2.68\|7.51\|7.63\|7.23\|169566;2026-04-24\|7.23\|-0.41\|7.26\|7.36\|7.09\|153969;2026-04-27\|7.29\|0.83\|7.23\|7.47\|7.13\|141413;2026-04-28\|7.32\|0.41\|7.27\|7.56\|7.23\|208328;2026-04-29\|7.61\|3.96\|7.30\|7.68\|7.21\|258450;2026-04-30\|7.89\|3.68\|7.65\|8.26\|7.62\|343780;2026-05-06\|8.59\|8.87\|7.80\|8.68\|7.72\|688199;2026-05-07\|8.48\|-1.28\|8.82\|9.18\|8.30\|1000758;2026-05-08\|8.45\|-0.35\|8.29\|8.80\|8.01\|768863;2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869
116771	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	涨停揭秘：台积电COPOS封装试点产线启动，公司为沃格光电玻璃基板封装提供掩膜版，是TGV工艺中光刻环节关键耗材；涨停缘由：COPOS封装产业化带动掩膜版增量需求+公司技术适配玻璃基板高精度光刻+客户导入进展顺利+国产替代空间明确；资金逻辑：科创板次新股弹性高，资金借势炒作先进封装上游耗材环节，单日主力净流入超3000万元，量价配合良好；风险提示：掩膜版业务占比较小，短期业绩拉动有限；下游客户认证周期长；行业竞争加剧致价格承压	公司为沃格光电玻璃基板封装提供掩膜版产品	2026-03-03\|51.40\|-6.44\|55.24\|55.43\|51.33\|41859;2026-03-04\|51.07\|-0.64\|50.96\|52.48\|50.57\|22399;2026-03-05\|54.43\|6.58\|52.05\|56.60\|52.00\|57063;2026-03-06\|53.65\|-1.43\|53.70\|54.60\|53.19\|29027;2026-03-09\|51.23\|-4.51\|52.00\|52.00\|49.45\|48117;2026-03-10\|53.05\|3.55\|52.50\|53.98\|52.18\|38289;2026-03-11\|53.35\|0.57\|53.26\|54.75\|53.00\|35785;2026-03-12\|52.36\|-1.86\|52.95\|53.32\|51.05\|28919;2026-03-13\|51.03\|-2.54\|52.30\|52.87\|51.03\|25664;2026-03-16\|51.74\|1.39\|50.99\|52.18\|49.79\|25419;2026-03-17\|49.52\|-4.29\|51.90\|52.05\|49.50\|25691;2026-03-18\|49.87\|0.71\|49.89\|50.15\|48.80\|32068;2026-03-19\|47.75\|-4.25\|48.90\|49.20\|47.52\|30039;2026-03-20\|47.04\|-1.49\|48.00\|48.85\|47.04\|25409;2026-03-23\|44.87\|-4.61\|46.33\|47.00\|44.36\|37574;2026-03-24\|46.32\|3.23\|45.58\|46.60\|44.20\|36221;2026-03-25\|48.37\|4.43\|46.70\|49.85\|46.70\|38465;2026-03-26\|48.01\|-0.74\|48.40\|48.60\|47.51\|19730;2026-03-27\|48.50\|1.02\|47.50\|49.55\|47.12\|29090;2026-03-30\|48.87\|0.76\|47.56\|49.22\|47.14\|23271;2026-03-31\|48.04\|-1.70\|48.58\|48.83\|47.31\|25990;2026-04-01\|50.80\|5.75\|49.00\|51.30\|49.00\|42316;2026-04-02\|49.35\|-2.85\|50.70\|50.70\|48.84\|22196;2026-04-03\|50.20\|1.72\|49.32\|50.40\|49.25\|22021;2026-04-07\|49.68\|-1.04\|50.20\|50.94\|49.25\|21546;2026-04-08\|53.37\|7.43\|51.50\|53.43\|50.60\|39757;2026-04-09\|52.80\|-1.07\|52.89\|53.14\|51.92\|42530;2026-04-10\|52.93\|0.25\|53.45\|54.02\|52.62\|43818;2026-04-13\|53.17\|0.45\|52.48\|54.30\|52.44\|32955;2026-04-14\|53.10\|-0.13\|54.13\|54.13\|52.40\|36877;2026-04-15\|52.60\|-0.94\|53.24\|53.90\|52.40\|31263;2026-04-16\|54.60\|3.80\|53.30\|54.90\|52.54\|45034;2026-04-17\|57.09\|4.56\|54.57\|57.24\|53.53\|60240;2026-04-20\|56.45\|-1.12\|57.62\|57.62\|56.06\|40739;2026-04-21\|58.35\|3.37\|56.35\|58.60\|55.50\|53123;2026-04-22\|69.81\|19.64\|58.40\|70.02\|58.29\|186389;2026-04-23\|63.30\|-9.33\|65.08\|65.85\|62.31\|161167;2026-04-24\|65.00\|2.69\|62.50\|67.51\|62.30\|131085;2026-04-27\|64.20\|-1.23\|64.10\|66.24\|62.89\|119941;2026-04-28\|64.20\|0.00\|64.15\|66.30\|62.84\|96877;2026-04-29\|63.91\|-0.45\|63.20\|64.15\|60.78\|78981;2026-04-30\|65.28\|2.14\|64.33\|65.94\|63.09\|84252;2026-05-06\|65.42\|0.21\|66.50\|69.26\|65.31\|107539;2026-05-07\|69.94\|6.91\|65.88\|70.20\|64.01\|98481;2026-05-08\|67.15\|-3.99\|68.74\|69.93\|66.23\|87061;2026-05-11\|69.99\|4.23\|67.50\|70.69\|66.50\|86616;2026-05-12\|68.47\|-2.17\|69.00\|69.38\|66.86\|71340;2026-05-13\|67.85\|-0.91\|67.00\|68.58\|66.58\|66568;2026-05-14\|69.65\|2.65\|68.84\|72.28\|67.18\|103312;2026-05-15\|70.00\|0.50\|71.00\|74.50\|69.30\|110375;2026-05-18\|67.30\|-3.86\|71.45\|71.75\|66.80\|102358;2026-05-19\|71.17\|5.75\|66.73\|71.27\|66.14\|93298;2026-05-20\|74.33\|4.44\|71.17\|74.80\|70.13\|96146;2026-05-21\|69.52\|-6.47\|75.81\|77.60\|69.18\|114178;2026-05-22\|74.16\|6.67\|70.84\|75.28\|69.35\|96285;2026-05-25\|83.42\|12.49\|73.90\|85.37\|73.90\|107768;2026-05-26\|80.39\|-3.63\|84.00\|84.00\|76.30\|114656;2026-05-27\|82.25\|2.31\|80.38\|87.80\|78.60\|101827;2026-05-28\|86.54\|5.22\|81.00\|88.00\|79.76\|90845;2026-05-29\|79.06\|-8.64\|85.17\|89.38\|77.77\|109804;2026-06-01\|72.88\|-7.82\|79.63\|80.14\|72.15\|95770;2026-06-02\|76.68\|5.21\|72.99\|77.00\|71.03\|77824;2026-06-03\|71.70\|-6.49\|75.80\|78.18\|69.79\|127321;2026-06-04\|72.70\|1.39\|70.18\|74.57\|69.50\|84101;2026-06-05\|73.02\|0.44\|71.14\|77.68\|69.63\|79778;2026-06-08\|68.45\|-6.26\|69.00\|71.66\|67.66\|70810;2026-06-09\|72.25\|5.55\|70.10\|73.36\|69.10\|61774;2026-06-10\|72.74\|1.24\|70.70\|73.91\|69.77\|70518;2026-06-11\|78.77\|8.29\|71.63\|79.79\|71.45\|115805;2026-06-12\|75.98\|-3.54\|83.88\|85.22\|75.64\|109772;2026-06-15\|80.03\|5.33\|76.25\|80.50\|74.66\|85769;2026-06-16\|79.18\|-1.06\|79.23\|80.27\|77.81\|95466;2026-06-17\|83.05\|4.89\|77.20\|85.98\|77.00\|130173;2026-06-18\|81.12\|-2.32\|81.97\|82.66\|80.30\|95249;2026-06-22\|80.50\|-0.76\|82.04\|83.98\|78.00\|111909;2026-06-23\|75.40\|-6.34\|79.80\|79.80\|74.36\|99882;2026-06-24\|84.41\|11.95\|74.97\|85.00\|74.63\|140391;2026-06-25\|89.20\|5.67\|86.02\|90.99\|83.68\|154115;2026-06-26\|89.63\|0.48\|88.16\|91.83\|86.60\|140187;2026-06-29\|94.56\|5.50\|91.78\|96.50\|86.60\|153699;2026-06-30\|95.98\|1.50\|96.80\|97.05\|92.01\|129866;2026-07-01\|99.49\|3.66\|95.79\|103.90\|94.00\|132802;2026-07-02\|90.54\|-9.00\|93.60\|97.38\|86.21\|133538;2026-07-03\|85.47\|-5.60\|89.73\|92.50\|85.37\|120796;2026-07-06\|83.85\|-1.90\|86.10\|87.98\|81.10\|85540;2026-07-07\|86.08\|2.66\|83.00\|88.98\|82.02\|84145;2026-07-08\|87.00\|1.07\|86.66\|91.37\|79.00\|125284;2026-07-09\|95.99\|10.33\|90.00\|95.99\|88.50\|120381;2026-07-10\|84.00\|-12.49\|96.00\|98.44\|84.00\|14252500
116770		VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，子公司大连海能拟5.98亿元收购上海液化气100%股权	2026-03-03\|24.90\|9.98\|24.45\|24.90\|23.50\|1331935;2026-03-04\|23.79\|-4.46\|24.99\|24.99\|22.41\|2528022;2026-03-05\|24.98\|5.00\|23.07\|26.04\|22.41\|2210334;2026-03-06\|25.24\|1.04\|24.49\|26.18\|24.01\|1927676;2026-03-09\|22.72\|-9.98\|26.12\|26.65\|22.72\|2080140;2026-03-10\|23.26\|2.38\|21.60\|24.99\|21.60\|1970664;2026-03-11\|22.76\|-2.15\|23.17\|23.20\|21.95\|1393857;2026-03-12\|22.47\|-1.27\|22.56\|22.89\|21.68\|1189412;2026-03-13\|22.11\|-1.60\|22.56\|22.94\|21.82\|858287;2026-03-16\|23.77\|7.51\|21.98\|24.08\|21.80\|1280742;2026-03-17\|23.22\|-2.31\|23.97\|24.49\|23.10\|1041975;2026-03-18\|24.88\|7.15\|23.11\|25.54\|22.67\|1413916;2026-03-19\|23.73\|-4.62\|24.97\|25.28\|23.22\|1221472;2026-03-20\|23.46\|-1.14\|23.88\|24.66\|22.88\|954833;2026-03-23\|23.52\|0.26\|23.49\|24.64\|23.32\|1057160;2026-03-24\|25.87\|9.99\|23.90\|25.87\|23.32\|1458180;2026-03-25\|25.33\|-2.09\|26.70\|27.17\|24.68\|1443013;2026-03-26\|23.90\|-5.65\|25.33\|25.33\|23.66\|1148116;2026-03-27\|23.69\|-0.88\|23.49\|24.29\|22.70\|937879;2026-03-30\|22.60\|-4.60\|23.23\|23.74\|22.20\|1083890;2026-03-31\|22.00\|-2.65\|22.92\|23.09\|21.66\|957433;2026-04-01\|23.65\|7.50\|22.38\|24.15\|22.20\|1143219;2026-04-02\|24.27\|2.62\|23.14\|25.82\|23.14\|1207641;2026-04-03\|24.85\|2.39\|25.50\|26.00\|24.79\|926666;2026-04-07\|25.95\|4.43\|25.76\|26.45\|25.02\|877940;2026-04-08\|26.07\|0.46\|25.50\|27.00\|24.33\|1317248;2026-04-09\|25.56\|-1.96\|26.53\|26.81\|24.96\|756040;2026-04-10\|24.11\|-5.67\|25.66\|25.76\|23.80\|1027029;2026-04-13\|22.93\|-4.89\|24.07\|24.08\|22.70\|836955;2026-04-14\|22.75\|-0.79\|22.87\|23.19\|22.30\|863606;2026-04-15\|22.42\|-1.45\|22.50\|23.02\|22.35\|667868;2026-04-16\|21.99\|-1.92\|22.45\|22.65\|21.89\|643662;2026-04-17\|21.95\|-0.18\|21.88\|22.02\|21.20\|865523;2026-04-20\|22.28\|1.50\|22.13\|22.53\|21.66\|591031;2026-04-21\|22.39\|0.49\|22.20\|22.78\|22.06\|612637;2026-04-22\|21.90\|-2.19\|22.20\|22.43\|21.14\|962180;2026-04-23\|21.45\|-2.05\|21.55\|21.68\|21.15\|618256;2026-04-24\|21.26\|-0.89\|21.35\|21.57\|21.07\|467270;2026-04-27\|21.50\|1.13\|21.57\|21.84\|21.05\|500977;2026-04-28\|21.05\|-2.09\|21.66\|21.70\|20.60\|727972;2026-04-29\|21.74\|3.28\|21.30\|21.80\|21.20\|677076;2026-04-30\|21.59\|-0.69\|21.33\|21.75\|20.90\|547844;2026-05-06\|22.32\|3.38\|22.00\|22.48\|21.01\|1050790;2026-05-07\|22.69\|1.66\|22.20\|23.62\|22.11\|1009106;2026-05-08\|23.42\|3.22\|22.25\|23.66\|22.25\|1027486;2026-05-11\|22.38\|-4.44\|23.00\|23.00\|21.74\|888746;2026-05-12\|22.15\|-1.03\|22.22\|22.90\|22.05\|473653;2026-05-13\|22.45\|1.35\|22.05\|22.82\|22.05\|531678;2026-05-14\|22.81\|1.60\|22.10\|23.46\|21.81\|897153;2026-05-15\|21.87\|-4.12\|22.60\|23.00\|21.62\|617325;2026-05-18\|21.48\|-1.78\|21.41\|21.70\|20.82\|524196;2026-05-19\|21.69\|0.98\|21.80\|22.22\|21.46\|442408;2026-05-20\|22.64\|4.38\|21.49\|22.80\|21.49\|575624;2026-05-21\|22.62\|-0.09\|22.63\|23.85\|22.47\|811558;2026-05-22\|22.80\|0.80\|23.20\|23.20\|22.26\|599608;2026-05-25\|21.88\|-4.04\|23.10\|23.99\|21.83\|978163;2026-05-26\|21.23\|-2.97\|21.57\|22.00\|20.62\|767966;2026-05-27\|20.30\|-4.38\|21.16\|21.38\|20.00\|700519;2026-05-28\|19.85\|-2.22\|20.10\|20.29\|19.74\|503465;2026-05-29\|19.48\|-1.86\|19.64\|19.95\|19.25\|670406;2026-06-01\|18.80\|-3.49\|19.66\|19.68\|18.68\|645040;2026-06-02\|18.55\|-1.33\|18.98\|19.00\|18.15\|678512;2026-06-03\|17.94\|-3.29\|18.44\|18.50\|17.75\|681441;2026-06-04\|17.70\|-1.34\|17.90\|18.20\|17.59\|609975;2026-06-05\|17.59\|-0.62\|17.99\|18.00\|17.29\|590650;2026-06-08\|16.75\|-4.78\|17.51\|17.75\|16.72\|612500;2026-06-09\|16.81\|0.36\|16.92\|17.01\|16.43\|519300;2026-06-10\|16.58\|-1.37\|16.81\|17.41\|16.37\|544143;2026-06-11\|16.65\|0.42\|16.75\|16.85\|15.99\|552432;2026-06-12\|17.50\|5.11\|16.93\|17.88\|16.93\|1089144;2026-06-15\|19.25\|10.00\|19.25\|19.25\|19.25\|171829;2026-06-16\|17.90\|-7.01\|19.77\|19.97\|17.50\|1798831;2026-06-17\|19.69\|10.00\|18.10\|19.69\|18.00\|1067794;2026-06-18\|19.30\|-1.98\|19.90\|20.10\|18.88\|1281214;2026-06-22\|20.44\|5.91\|19.15\|20.63\|18.55\|1397919;2026-06-23\|20.75\|1.52\|20.62\|21.55\|20.52\|1202664;2026-06-24\|22.83\|10.02\|21.41\|22.83\|21.22\|1264017;2026-06-25\|21.78\|-4.60\|22.51\|22.75\|21.60\|1663381;2026-06-26\|19.96\|-8.36\|20.80\|20.95\|19.73\|1073491;2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152
116769		提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-03-03\|19.65\|10.02\|18.90\|19.65\|17.92\|3795464;2026-03-04\|17.71\|-9.87\|18.80\|18.80\|17.69\|3466699;2026-03-05\|17.46\|-1.41\|17.34\|18.40\|16.50\|3005058;2026-03-06\|17.12\|-1.95\|17.00\|17.85\|16.65\|2468777;2026-03-09\|15.72\|-8.18\|17.64\|17.64\|15.47\|2899306;2026-03-10\|16.47\|4.77\|15.50\|17.29\|15.50\|3254021;2026-03-11\|16.30\|-1.03\|16.35\|16.50\|15.95\|2200604;2026-03-12\|15.97\|-2.02\|16.30\|16.45\|15.57\|1889268;2026-03-13\|15.58\|-2.44\|15.87\|16.26\|15.35\|1596298;2026-03-16\|16.75\|7.51\|15.58\|16.94\|15.45\|2261161;2026-03-17\|16.49\|-1.55\|16.80\|17.07\|16.42\|1444409;2026-03-18\|18.02\|9.28\|16.38\|18.14\|16.07\|2548815;2026-03-19\|17.66\|-2.00\|18.00\|18.30\|16.97\|2304549;2026-03-20\|16.78\|-4.98\|17.64\|17.78\|16.59\|1874487;2026-03-23\|17.00\|1.31\|17.20\|17.84\|16.70\|1888872;2026-03-24\|18.10\|6.47\|17.45\|18.45\|17.01\|2459788;2026-03-25\|17.41\|-3.81\|18.41\|18.53\|17.07\|2240066;2026-03-26\|16.69\|-4.14\|17.20\|17.39\|16.61\|1564728;2026-03-27\|17.10\|2.46\|16.72\|17.69\|16.30\|1536914;2026-03-30\|17.03\|-0.41\|17.02\|17.30\|16.60\|1232291;2026-03-31\|16.36\|-3.93\|17.32\|17.37\|15.92\|1519896;2026-04-01\|18.00\|10.02\|16.68\|18.00\|16.68\|1968440;2026-04-02\|19.47\|8.17\|18.15\|19.80\|18.14\|3299876;2026-04-03\|20.39\|4.73\|20.05\|21.31\|20.05\|2125534;2026-04-07\|20.26\|-0.64\|20.76\|20.97\|19.98\|1695437;2026-04-08\|20.16\|-0.49\|19.19\|21.27\|19.05\|2672325;2026-04-09\|19.75\|-2.03\|20.33\|20.75\|18.86\|2002806;2026-04-10\|19.08\|-3.39\|19.60\|19.75\|18.70\|2246866;2026-04-13\|18.22\|-4.51\|18.70\|18.92\|18.05\|1779408;2026-04-14\|18.53\|1.70\|18.20\|19.03\|17.81\|2074420;2026-04-15\|18.44\|-0.49\|18.18\|19.10\|17.95\|1383490;2026-04-16\|18.08\|-1.95\|18.57\|18.69\|18.00\|1171557;2026-04-17\|18.55\|2.60\|17.99\|18.66\|17.80\|1413364;2026-04-20\|19.08\|2.86\|18.33\|19.11\|18.13\|1577667;2026-04-21\|19.09\|0.05\|19.09\|19.73\|18.64\|1560757;2026-04-22\|17.96\|-5.92\|18.88\|18.97\|17.38\|2293764;2026-04-23\|17.52\|-2.45\|17.30\|17.88\|17.25\|1430789;2026-04-24\|17.43\|-0.51\|17.44\|17.60\|16.90\|1428768;2026-04-27\|17.19\|-1.38\|17.40\|17.66\|16.98\|1085703;2026-04-28\|16.80\|-2.27\|17.19\|17.43\|16.66\|1114386;2026-04-29\|17.61\|4.82\|17.15\|17.71\|17.00\|1236800;2026-04-30\|17.60\|-0.06\|17.20\|17.93\|16.88\|1177278;2026-05-06\|18.64\|5.91\|18.13\|18.72\|17.10\|2173571;2026-05-07\|18.43\|-1.13\|18.49\|19.51\|17.72\|2647580;2026-05-08\|19.49\|5.75\|18.09\|19.86\|18.09\|2398055;2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801
116768		光伏支架+光热发电+业绩说明会 1、据2026年4月17日年报，公司是全球领先的光伏支架系统解决方案制造商与服务商，2024年跟踪系统出货量位居全球第二，在印度、中东、亚太等核心海外市场保持领先地位。 2、据2026年6月18日互动易，公司近期召开了2025年年度及2026年第一季度业绩说明会，及时传递经营动态和长期价值，同时加强内部经营管控，努力改善盈利基本面。 3、据公司官网，公司天聚跟踪系统是光热一体化的有效解决方案，实现聚光、吸热、储换热及发电系统一体可持续稳定调节性发电。	光伏支架系统解决方案提供商	2026-03-03\|44.89\|-0.69\|45.59\|47.05\|44.55\|67070;2026-03-04\|42.23\|-5.93\|44.30\|44.72\|42.07\|91314;2026-03-05\|41.96\|-0.64\|42.84\|43.21\|41.81\|45401;2026-03-06\|42.10\|0.33\|41.90\|42.77\|41.60\|35400;2026-03-09\|42.77\|1.59\|41.77\|42.88\|40.85\|55633;2026-03-10\|43.04\|0.63\|42.58\|43.16\|42.24\|47492;2026-03-11\|43.85\|1.88\|43.12\|44.99\|42.82\|61712;2026-03-12\|44.01\|0.36\|43.97\|44.44\|43.04\|52535;2026-03-13\|44.66\|1.48\|44.05\|45.20\|43.55\|70867;2026-03-16\|43.79\|-1.95\|44.50\|45.00\|43.50\|47443;2026-03-17\|42.65\|-2.60\|43.58\|44.66\|42.60\|41782;2026-03-18\|42.30\|-0.82\|43.04\|43.28\|42.11\|39863;2026-03-19\|42.40\|0.24\|42.06\|43.15\|41.80\|49168;2026-03-20\|43.60\|2.83\|42.23\|45.45\|42.02\|106783;2026-03-23\|42.03\|-3.60\|43.02\|44.40\|41.52\|81992;2026-03-24\|40.77\|-3.00\|42.66\|42.86\|38.80\|100754;2026-03-25\|40.19\|-1.42\|40.56\|41.37\|39.83\|76081;2026-03-26\|38.12\|-5.15\|40.08\|40.16\|38.07\|77440;2026-03-27\|38.55\|1.13\|37.82\|38.95\|37.23\|62896;2026-03-30\|36.91\|-4.25\|37.91\|38.53\|36.34\|60922;2026-03-31\|35.68\|-3.33\|36.98\|37.34\|35.68\|47978;2026-04-01\|36.68\|2.80\|36.25\|37.19\|35.90\|42214;2026-04-02\|35.61\|-2.92\|36.47\|36.57\|35.40\|40913;2026-04-03\|34.21\|-3.93\|35.90\|35.90\|34.11\|40442;2026-04-07\|34.36\|0.44\|34.22\|34.54\|33.76\|38541;2026-04-08\|36.50\|6.23\|35.01\|36.80\|35.00\|53666;2026-04-09\|35.85\|-1.78\|36.09\|36.35\|35.76\|27880;2026-04-10\|36.56\|1.98\|36.06\|37.25\|36.06\|34054;2026-04-13\|39.12\|7.00\|36.50\|40.48\|36.40\|98866;2026-04-14\|38.81\|-0.79\|40.06\|40.14\|38.22\|43508;2026-04-15\|39.83\|2.63\|39.00\|40.48\|38.58\|57698;2026-04-16\|40.93\|2.76\|40.20\|41.29\|39.50\|56424;2026-04-17\|41.00\|0.17\|42.73\|43.49\|40.93\|77853;2026-04-20\|41.23\|0.56\|40.51\|42.44\|40.29\|65153;2026-04-21\|41.79\|1.36\|41.25\|42.55\|40.70\|52849;2026-04-22\|42.38\|1.41\|41.54\|44.03\|41.39\|68991;2026-04-23\|42.34\|-0.09\|42.42\|42.88\|41.42\|44441;2026-04-24\|42.13\|-0.50\|42.53\|43.16\|41.71\|34724;2026-04-27\|41.95\|-0.43\|42.29\|42.63\|41.44\|32783;2026-04-28\|40.74\|-2.88\|42.55\|42.80\|40.52\|45807;2026-04-29\|42.74\|4.91\|40.35\|43.80\|40.08\|65938;2026-04-30\|40.53\|-5.17\|42.03\|42.46\|40.50\|69019;2026-05-06\|40.20\|-0.81\|40.89\|41.39\|40.10\|61326;2026-05-07\|40.16\|-0.10\|40.30\|41.41\|40.09\|44879;2026-05-08\|39.14\|-2.54\|40.01\|40.13\|39.03\|50179;2026-05-11\|39.62\|1.23\|38.75\|40.69\|38.75\|52526;2026-05-12\|39.14\|-1.21\|40.20\|40.20\|38.61\|52395;2026-05-13\|39.43\|0.74\|38.62\|40.15\|38.60\|41230;2026-05-14\|38.90\|-1.34\|39.59\|40.08\|38.82\|45451;2026-05-15\|38.11\|-2.03\|38.78\|38.96\|37.20\|51876;2026-05-18\|37.71\|-1.05\|38.00\|39.08\|37.51\|44588;2026-05-19\|38.39\|1.80\|37.71\|38.63\|37.21\|39221;2026-05-20\|39.94\|4.04\|38.10\|40.62\|37.70\|71129;2026-05-21\|37.35\|-6.48\|39.94\|40.22\|37.29\|64193;2026-05-22\|38.77\|3.80\|37.55\|39.70\|37.42\|76188;2026-05-25\|37.75\|-2.63\|39.03\|39.03\|37.26\|40553;2026-05-26\|37.61\|-0.37\|37.51\|38.39\|37.03\|41319;2026-05-27\|37.84\|0.61\|37.61\|39.24\|37.58\|56470;2026-05-28\|37.19\|-1.72\|37.36\|37.95\|36.20\|44990;2026-05-29\|35.19\|-5.38\|37.19\|37.19\|34.92\|50713;2026-06-01\|34.74\|-1.28\|35.14\|35.88\|34.62\|36549;2026-06-02\|33.12\|-4.66\|34.94\|34.94\|32.88\|52919;2026-06-03\|32.33\|-2.39\|32.83\|33.31\|32.04\|42461;2026-06-04\|31.98\|-1.08\|32.06\|32.45\|31.40\|32507;2026-06-05\|31.80\|-0.56\|31.91\|32.81\|30.62\|64914;2026-06-08\|29.80\|-6.29\|30.97\|31.44\|29.36\|54561;2026-06-09\|30.13\|1.11\|30.05\|30.48\|29.61\|35276;2026-06-10\|29.80\|-1.10\|29.70\|30.24\|28.60\|49669;2026-06-11\|29.12\|-2.28\|29.85\|29.87\|28.88\|34243;2026-06-12\|30.34\|4.19\|29.41\|30.99\|28.92\|69591;2026-06-15\|30.53\|0.63\|30.36\|31.25\|30.08\|52914;2026-06-16\|31.14\|2.00\|30.59\|31.28\|29.92\|44288;2026-06-17\|30.50\|-2.06\|30.97\|31.59\|30.34\|39333;2026-06-18\|30.18\|-1.05\|30.64\|30.84\|29.95\|33030;2026-06-22\|29.93\|-0.83\|30.01\|30.21\|28.81\|47140;2026-06-23\|29.35\|-1.94\|29.93\|30.49\|29.13\|37638;2026-06-24\|33.17\|13.02\|29.90\|35.22\|29.72\|194193;2026-06-25\|35.33\|6.51\|32.60\|36.15\|32.33\|167424;2026-06-26\|32.58\|-7.78\|35.00\|35.28\|32.58\|96916;2026-06-29\|32.85\|0.83\|32.52\|33.36\|31.74\|78034;2026-06-30\|32.15\|-2.13\|32.57\|34.04\|31.52\|78757;2026-07-01\|31.63\|-1.62\|31.77\|32.38\|30.12\|79585;2026-07-02\|30.09\|-4.87\|31.28\|31.87\|30.06\|63079;2026-07-03\|29.97\|-0.40\|30.12\|30.45\|29.80\|41695;2026-07-06\|28.70\|-4.24\|30.00\|30.17\|28.68\|48205;2026-07-07\|27.20\|-5.23\|28.99\|28.99\|27.20\|52679;2026-07-08\|26.57\|-2.32\|27.20\|27.42\|26.36\|38917;2026-07-09\|26.18\|-1.47\|26.78\|26.98\|25.80\|39997;2026-07-10\|27.44\|4.81\|26.06\|28.05\|25.92\|6026729
116767		AI服务器电源+功率半导体测试+氢能测试系统行业原因： 1、据华泰证券5月7日研报，北美数据中心缺电延续，配网侧，ABB、伊顿业绩会均强调1Q26数据中心订单需求实现三位数增长。 2、招商证券5月5日研报指出，全球电网老化和能源结构转型驱动电网投资高增长，叠加新兴市场电力基建缺口突出，出口逻辑强化，电网设备盈利确定性提升。公司原因： 1、据2026年4月30日互动易，公司服务器电源测试产品已小批量交付，2026年该板块开局良好，并积极推进国产替代。 2、据2026年4月30日互动易，公司中标国电南瑞IGBT检测订单，并看好电网投资带动功率半导体检测需求。 3、据2026年4月24日年报，公司氢能测试系统覆盖电解槽500W-5MW及燃料电池全技术路线，处于行业领先。	国内高端测试装备龙头；公司中标国电南瑞IGBT检测订单，并看好电网投资带动功率半导体检测需求	2026-03-03\|41.10\|-5.30\|43.40\|44.66\|40.71\|28530;2026-03-04\|49.00\|19.22\|40.08\|49.30\|39.98\|60849;2026-03-05\|45.90\|-6.33\|49.95\|49.95\|45.12\|78338;2026-03-06\|44.08\|-3.97\|45.45\|46.00\|43.50\|44392;2026-03-09\|42.68\|-3.18\|43.50\|43.50\|41.68\|41293;2026-03-10\|46.61\|9.21\|45.50\|49.80\|45.50\|72061;2026-03-11\|46.30\|-0.67\|47.21\|47.97\|45.90\|46497;2026-03-12\|46.13\|-0.37\|47.20\|48.98\|45.93\|38680;2026-03-13\|47.48\|2.93\|46.96\|48.76\|46.22\|39564;2026-03-16\|44.88\|-5.48\|45.66\|46.00\|43.90\|35741;2026-03-17\|41.80\|-6.86\|45.57\|46.68\|41.66\|39981;2026-03-18\|43.13\|3.18\|42.00\|44.40\|42.00\|40081;2026-03-19\|42.96\|-0.39\|42.10\|44.28\|41.96\|31147;2026-03-20\|42.50\|-1.07\|43.05\|43.54\|41.00\|33792;2026-03-23\|39.45\|-7.18\|41.50\|42.02\|39.30\|27596;2026-03-24\|47.34\|20.00\|44.00\|47.34\|44.00\|41849;2026-03-25\|46.61\|-1.54\|48.80\|48.82\|46.06\|66220;2026-03-26\|44.71\|-4.08\|47.07\|47.22\|44.03\|52108;2026-03-27\|44.96\|0.56\|44.00\|46.11\|43.20\|41786;2026-03-30\|44.85\|-0.24\|43.98\|45.18\|43.62\|31567;2026-03-31\|41.62\|-7.20\|45.35\|45.35\|41.50\|44831;2026-04-01\|42.86\|2.98\|43.05\|44.44\|41.92\|39021;2026-04-02\|42.08\|-1.82\|42.66\|44.69\|41.71\|33142;2026-04-03\|41.20\|-2.09\|42.10\|42.19\|40.64\|23982;2026-04-07\|42.30\|2.67\|40.89\|43.20\|40.89\|25394;2026-04-08\|45.94\|8.61\|44.68\|46.10\|44.06\|43230;2026-04-09\|44.84\|-2.39\|45.50\|46.02\|44.70\|33827;2026-04-10\|45.23\|0.87\|44.84\|46.35\|44.55\|26698;2026-04-13\|45.20\|-0.07\|44.69\|46.33\|44.69\|23422;2026-04-14\|46.66\|3.23\|45.54\|46.88\|44.80\|30361;2026-04-15\|45.84\|-1.76\|46.49\|47.31\|45.70\|29915;2026-04-16\|46.74\|1.96\|46.07\|46.76\|44.41\|26756;2026-04-17\|47.03\|0.62\|47.54\|47.75\|45.86\|25071;2026-04-20\|46.48\|-1.17\|47.30\|47.50\|46.15\|22542;2026-04-21\|45.93\|-1.18\|46.26\|46.86\|45.00\|19278;2026-04-22\|51.20\|11.47\|45.84\|53.28\|45.28\|72098;2026-04-23\|49.45\|-3.42\|50.80\|51.30\|48.22\|50457;2026-04-24\|44.70\|-9.61\|48.02\|48.02\|43.14\|76398;2026-04-27\|45.64\|2.10\|44.59\|47.12\|44.21\|47288;2026-04-28\|45.16\|-1.05\|45.33\|46.25\|44.54\|27924;2026-04-29\|45.45\|0.64\|45.30\|46.03\|44.45\|23159;2026-04-30\|46.02\|1.25\|45.80\|47.50\|45.19\|29173;2026-05-06\|49.60\|7.78\|46.88\|51.00\|46.13\|47276;2026-05-07\|52.05\|4.94\|50.00\|54.57\|49.26\|46148;2026-05-08\|50.38\|-3.21\|51.00\|52.05\|50.23\|30340;2026-05-11\|60.46\|20.01\|52.68\|60.46\|52.68\|86455;2026-05-12\|62.40\|3.21\|62.30\|63.50\|60.31\|101945;2026-05-13\|68.18\|9.26\|64.08\|70.50\|62.99\|87835;2026-05-14\|69.23\|1.54\|66.31\|74.00\|65.29\|89468;2026-05-15\|68.69\|-0.78\|69.45\|74.77\|68.50\|88201;2026-05-18\|66.09\|-3.79\|66.00\|68.20\|62.65\|93695;2026-05-19\|70.08\|6.04\|67.66\|74.00\|67.66\|81720;2026-05-20\|68.27\|-2.58\|71.34\|71.50\|66.50\|61209;2026-05-21\|63.55\|-6.91\|67.99\|68.94\|63.08\|49829;2026-05-22\|67.01\|5.44\|65.00\|67.96\|62.51\|56382;2026-05-25\|71.92\|7.33\|69.19\|75.99\|68.00\|58675;2026-05-26\|66.30\|-7.81\|71.42\|74.83\|66.18\|68258;2026-05-27\|71.81\|8.31\|70.00\|78.50\|70.00\|76158;2026-05-28\|72.10\|0.40\|69.40\|76.97\|69.40\|74961;2026-05-29\|68.00\|-5.69\|72.26\|73.80\|67.33\|63051;2026-06-01\|66.60\|-2.06\|68.63\|72.10\|66.60\|60710;2026-06-02\|66.20\|-0.60\|66.72\|67.63\|59.02\|50413;2026-06-03\|68.00\|2.72\|66.10\|72.30\|66.10\|44270;2026-06-04\|73.10\|7.50\|68.11\|74.46\|66.41\|53399;2026-06-05\|54.08\|-3.82\|57.00\|57.11\|53.20\|59505;2026-06-08\|58.70\|8.54\|49.34\|63.81\|49.25\|107674;2026-06-09\|67.50\|14.99\|59.06\|68.33\|58.82\|98046;2026-06-10\|63.79\|-5.50\|64.00\|68.15\|63.34\|70348;2026-06-11\|59.17\|-7.24\|64.20\|64.20\|58.17\|54928;2026-06-12\|58.60\|-0.96\|62.41\|63.36\|57.00\|74350;2026-06-15\|62.44\|6.55\|58.23\|62.78\|58.23\|59619;2026-06-16\|70.94\|13.61\|62.29\|71.85\|61.18\|69978;2026-06-17\|77.20\|8.82\|71.50\|80.33\|71.50\|77479;2026-06-18\|70.00\|-9.33\|75.24\|76.11\|69.00\|103244;2026-06-22\|68.64\|-1.94\|70.92\|72.50\|66.78\|70354;2026-06-23\|67.10\|-2.24\|68.95\|69.99\|64.55\|58778;2026-06-24\|76.00\|13.26\|66.88\|77.17\|66.88\|96346;2026-06-25\|75.82\|-0.24\|76.14\|76.14\|71.60\|60898;2026-06-26\|73.17\|-3.50\|75.88\|80.00\|70.32\|68998;2026-06-29\|67.99\|-7.08\|72.51\|74.79\|65.65\|69167;2026-06-30\|70.27\|3.35\|67.32\|70.95\|65.09\|50970;2026-07-01\|67.15\|-4.44\|69.06\|70.00\|65.00\|52974;2026-07-02\|61.39\|-8.58\|65.00\|66.88\|60.80\|47199;2026-07-03\|58.23\|-5.15\|61.30\|61.57\|57.50\|42732;2026-07-06\|58.23\|0.00\|57.17\|60.60\|56.37\|44602;2026-07-07\|55.99\|-3.85\|60.90\|61.00\|55.80\|34768;2026-07-08\|54.18\|-3.23\|56.99\|57.30\|52.30\|34388;2026-07-09\|54.50\|0.59\|52.00\|55.54\|50.96\|46439;2026-07-10\|54.30\|-0.37\|55.41\|58.95\|54.30\|4227123
116766		HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-03-03\|32.09\|-10.01\|35.74\|35.94\|32.09\|506557;2026-03-04\|32.20\|0.34\|31.53\|33.44\|31.30\|319409;2026-03-05\|32.82\|1.93\|33.21\|33.80\|32.45\|313377;2026-03-06\|35.66\|8.65\|33.30\|36.10\|33.20\|831750;2026-03-09\|35.12\|-1.51\|34.10\|35.49\|33.01\|731566;2026-03-10\|36.51\|3.96\|35.66\|36.70\|35.31\|578431;2026-03-11\|36.29\|-0.60\|36.85\|37.37\|36.02\|543989;2026-03-12\|34.63\|-4.57\|36.30\|36.49\|34.06\|438089;2026-03-13\|32.86\|-5.11\|33.84\|34.28\|32.65\|359403;2026-03-16\|32.61\|-0.76\|32.31\|32.65\|31.15\|332002;2026-03-17\|30.35\|-6.93\|32.69\|32.89\|30.11\|354909;2026-03-18\|31.23\|2.90\|30.60\|31.39\|30.10\|264024;2026-03-19\|30.32\|-2.91\|30.01\|30.88\|30.01\|206399;2026-03-20\|29.11\|-3.99\|30.68\|30.86\|29.10\|257154;2026-03-23\|29.02\|-0.31\|28.87\|30.50\|28.42\|334762;2026-03-24\|29.04\|0.07\|29.31\|29.55\|27.79\|270485;2026-03-25\|29.90\|2.96\|29.50\|30.16\|29.31\|259276;2026-03-26\|28.96\|-3.14\|29.99\|30.00\|28.68\|187528;2026-03-27\|28.17\|-2.73\|28.39\|28.56\|27.84\|249607;2026-03-30\|27.40\|-2.73\|27.30\|27.58\|26.53\|275025;2026-03-31\|26.02\|-5.04\|27.13\|27.45\|26.02\|289859;2026-04-01\|27.02\|3.84\|26.74\|27.07\|26.38\|237502;2026-04-02\|25.64\|-5.11\|26.80\|26.92\|25.53\|218360;2026-04-03\|27.26\|6.32\|26.00\|27.99\|25.53\|442229;2026-04-07\|27.57\|1.14\|27.15\|28.45\|26.90\|312239;2026-04-08\|29.03\|5.30\|28.39\|29.10\|28.20\|320104;2026-04-09\|31.93\|9.99\|31.93\|31.93\|31.93\|74470;2026-04-10\|35.12\|9.99\|35.12\|35.12\|35.12\|33892;2026-04-13\|38.63\|9.99\|38.63\|38.63\|38.63\|150094;2026-04-14\|42.49\|9.99\|42.00\|42.49\|40.67\|865489;2026-04-15\|43.40\|2.14\|42.49\|44.16\|41.91\|1551196;2026-04-16\|42.80\|-1.38\|44.00\|44.00\|41.46\|1172638;2026-04-17\|40.91\|-4.42\|43.03\|43.66\|40.36\|1040063;2026-04-20\|43.70\|6.82\|41.48\|44.17\|40.41\|1194186;2026-04-21\|44.16\|1.05\|43.67\|45.45\|41.87\|1151659;2026-04-22\|43.74\|-0.95\|44.30\|44.96\|42.73\|948003;2026-04-23\|43.53\|-0.48\|44.21\|44.88\|43.10\|794968;2026-04-24\|41.69\|-4.23\|43.40\|43.54\|41.51\|688906;2026-04-27\|41.15\|-1.30\|42.00\|42.01\|40.52\|491171;2026-04-28\|40.00\|-2.79\|41.00\|41.89\|39.71\|529695;2026-04-29\|39.75\|-0.62\|39.41\|40.85\|39.35\|409306;2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836
116765	六氟化钨价格大幅飙升	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头；公司旗下中巨芯科技有限公司生产供应电子级氟化氢气体	2026-03-03\|42.15\|-2.66\|43.30\|43.84\|41.97\|332784;2026-03-04\|40.87\|-3.04\|41.51\|42.68\|40.75\|309689;2026-03-05\|41.55\|1.66\|41.49\|41.98\|41.08\|188510;2026-03-06\|42.77\|2.94\|41.48\|43.20\|40.88\|283836;2026-03-09\|40.97\|-4.21\|41.82\|42.13\|40.27\|309329;2026-03-10\|41.39\|1.03\|41.20\|42.03\|41.10\|195782;2026-03-11\|40.66\|-1.76\|41.45\|41.47\|40.30\|229903;2026-03-12\|39.65\|-2.48\|40.90\|40.97\|39.20\|292685;2026-03-13\|38.72\|-2.35\|39.45\|40.10\|38.57\|238063;2026-03-16\|38.01\|-1.83\|38.71\|39.11\|37.14\|336158;2026-03-17\|37.85\|-0.42\|38.20\|39.04\|37.80\|206741;2026-03-18\|37.85\|0.00\|37.95\|37.98\|36.91\|209365;2026-03-19\|36.30\|-4.10\|37.43\|37.43\|35.92\|353487;2026-03-20\|35.41\|-2.45\|36.39\|36.56\|35.41\|231862;2026-03-23\|34.10\|-3.70\|34.60\|35.09\|33.88\|329860;2026-03-24\|34.97\|2.55\|34.76\|35.12\|33.73\|233837;2026-03-25\|35.22\|0.71\|35.30\|36.01\|35.00\|206814;2026-03-26\|34.81\|-1.16\|35.26\|35.73\|34.55\|136918;2026-03-27\|35.03\|0.63\|34.47\|35.15\|34.31\|178675;2026-03-30\|34.66\|-1.06\|34.81\|35.25\|34.41\|164175;2026-03-31\|34.15\|-1.47\|34.61\|34.97\|34.00\|155181;2026-04-01\|34.88\|2.14\|34.82\|35.03\|34.19\|157294;2026-04-02\|33.60\|-3.67\|34.70\|34.79\|33.40\|216530;2026-04-03\|33.68\|0.24\|33.99\|34.55\|33.61\|171700;2026-04-07\|34.45\|2.29\|33.70\|34.68\|33.53\|223402;2026-04-08\|35.00\|1.60\|35.20\|35.44\|34.78\|323717;2026-04-09\|34.70\|-0.86\|34.80\|35.05\|33.89\|213761;2026-04-10\|34.80\|0.29\|34.95\|35.06\|34.56\|202275;2026-04-13\|33.85\|-2.73\|34.75\|34.80\|33.57\|347934;2026-04-14\|35.34\|4.40\|34.10\|35.49\|32.92\|480659;2026-04-15\|34.41\|-2.63\|35.58\|36.23\|34.25\|422307;2026-04-16\|34.10\|-0.90\|34.41\|34.78\|34.00\|347184;2026-04-17\|33.79\|-0.91\|34.10\|34.12\|33.35\|292333;2026-04-20\|34.46\|1.98\|33.90\|35.30\|33.58\|426287;2026-04-21\|34.41\|-0.15\|34.46\|35.04\|34.01\|275098;2026-04-22\|33.93\|-1.39\|34.31\|34.35\|33.58\|377927;2026-04-23\|33.61\|-0.94\|34.15\|34.66\|33.41\|321254;2026-04-24\|35.05\|4.28\|33.67\|35.33\|33.56\|482383;2026-04-27\|35.88\|2.37\|35.05\|36.20\|34.91\|470789;2026-04-28\|36.22\|0.95\|35.88\|36.66\|35.30\|424571;2026-04-29\|36.82\|1.66\|36.82\|37.39\|36.33\|429807;2026-04-30\|36.63\|-0.52\|36.68\|37.35\|36.48\|323435;2026-05-06\|37.04\|1.12\|36.64\|37.26\|36.10\|427383;2026-05-07\|36.16\|-2.38\|37.09\|37.20\|35.88\|424115;2026-05-08\|35.58\|-1.60\|35.92\|36.18\|35.34\|334683;2026-05-11\|35.76\|0.51\|35.57\|36.35\|35.48\|383080;2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476
116764	六氟化钨价格大幅飙升	磷化工+磷化铟+存储芯片材料+液冷行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月10日互动易，受存储及半导体市场需求增长影响，公司存储元器件用次磷酸钠产品量价齐升，2026年二季度价格已上涨至23000-25000元/吨，较一季度上涨约15%-20%，盈利能力大幅提升。 2、据2026年6月10日互动易，公司目前已掌握磷化铟合成技术，满足磷化铟多晶及单晶工业化生产的技术要求。 3、据2026年6月10日互动易，公司低粘度单相浸没式硅油冷却液用于算力中心等场景散热，已完成小试验证，正积极开展扩试及市场推广。 4、公司是一家以全球领先的精细磷化工为核心，致力于绿色循环发展的全球化运营企业。	公司是国内磷化工龙头；参股企业兴力电子拥有1.5万吨/年电子级氢氟酸产能，联营公司湖北瓮福主营产品为无水氟化氢	2026-03-03\|39.37\|-7.80\|42.44\|43.08\|39.30\|441691;2026-03-04\|39.26\|-0.28\|38.93\|41.10\|38.50\|292417;2026-03-05\|39.04\|-0.56\|40.07\|40.07\|38.68\|234033;2026-03-06\|40.06\|2.61\|38.72\|40.65\|38.39\|307537;2026-03-09\|39.21\|-2.12\|40.93\|41.00\|38.90\|331273;2026-03-10\|38.85\|-0.92\|38.51\|39.90\|38.50\|245663;2026-03-11\|39.46\|1.57\|38.84\|39.79\|37.87\|307060;2026-03-12\|40.34\|2.23\|39.87\|40.93\|38.57\|375910;2026-03-13\|40.78\|1.09\|40.34\|42.68\|40.13\|444819;2026-03-16\|37.31\|-8.51\|40.74\|42.12\|37.00\|520517;2026-03-17\|35.21\|-5.63\|37.29\|37.98\|35.03\|469746;2026-03-18\|34.70\|-1.45\|35.10\|35.16\|34.01\|312055;2026-03-19\|32.21\|-7.18\|34.59\|34.88\|31.92\|546975;2026-03-20\|31.80\|-1.27\|32.26\|32.92\|31.80\|317320;2026-03-23\|32.10\|0.94\|31.23\|33.18\|30.81\|438156;2026-03-24\|31.43\|-2.09\|32.38\|32.38\|30.48\|329668;2026-03-25\|33.01\|5.03\|31.50\|33.26\|31.50\|345638;2026-03-26\|32.64\|-1.12\|33.08\|33.60\|32.33\|241091;2026-03-27\|33.72\|3.31\|32.20\|34.10\|32.20\|281043;2026-03-30\|34.32\|1.78\|33.50\|34.70\|33.43\|293165;2026-03-31\|33.38\|-2.74\|34.33\|34.43\|33.20\|178087;2026-04-01\|33.65\|0.81\|33.99\|34.18\|33.33\|145004;2026-04-02\|32.84\|-2.41\|33.64\|33.64\|32.58\|199044;2026-04-03\|31.86\|-2.98\|32.96\|33.00\|31.40\|222347;2026-04-07\|32.95\|3.42\|31.19\|33.27\|30.26\|334821;2026-04-08\|33.34\|1.18\|33.00\|33.62\|32.40\|311465;2026-04-09\|32.88\|-1.38\|33.05\|33.45\|32.63\|195981;2026-04-10\|33.04\|0.49\|33.06\|33.59\|32.85\|203414;2026-04-13\|33.02\|-0.06\|32.89\|33.35\|32.35\|223004;2026-04-14\|32.65\|-1.12\|33.25\|33.25\|32.13\|279821;2026-04-15\|31.73\|-2.82\|32.71\|33.28\|31.65\|270248;2026-04-16\|32.47\|2.33\|31.75\|32.86\|31.60\|214288;2026-04-17\|31.65\|-2.53\|32.40\|32.55\|31.58\|239116;2026-04-20\|31.71\|0.19\|31.60\|32.16\|31.47\|173723;2026-04-21\|32.00\|0.91\|31.71\|32.40\|31.00\|246636;2026-04-22\|32.32\|1.00\|32.20\|32.86\|32.00\|236635;2026-04-23\|32.72\|1.24\|32.05\|33.82\|31.45\|435635;2026-04-24\|33.02\|0.92\|32.50\|33.40\|32.44\|346449;2026-04-27\|32.51\|-1.54\|33.00\|33.06\|32.28\|261937;2026-04-28\|32.69\|0.55\|32.57\|33.38\|32.44\|248297;2026-04-29\|33.56\|2.66\|31.10\|33.66\|30.56\|495778;2026-04-30\|32.64\|-2.74\|33.55\|33.69\|32.45\|290804;2026-05-06\|33.14\|1.53\|32.65\|33.30\|31.95\|329103;2026-05-07\|32.01\|-3.41\|33.27\|33.36\|31.82\|438731;2026-05-08\|32.18\|0.53\|32.00\|32.45\|31.05\|424834;2026-05-11\|33.23\|3.26\|32.50\|34.47\|32.42\|612958;2026-05-12\|33.73\|1.50\|33.65\|34.47\|33.50\|402577;2026-05-13\|34.69\|2.85\|33.73\|34.87\|33.59\|494396;2026-05-14\|32.52\|-6.26\|34.71\|34.71\|32.50\|428451;2026-05-15\|32.18\|-1.05\|33.02\|33.44\|31.73\|373850;2026-05-18\|32.20\|0.06\|32.07\|33.15\|31.87\|266078;2026-05-19\|30.62\|-4.91\|32.16\|32.16\|30.50\|331399;2026-05-20\|31.98\|4.44\|30.40\|32.54\|30.17\|356470;2026-05-21\|31.39\|-1.84\|31.98\|32.59\|31.31\|308542;2026-05-22\|32.87\|4.71\|31.40\|33.40\|31.18\|332898;2026-05-25\|32.01\|-2.62\|32.90\|33.06\|31.85\|243204;2026-05-26\|33.92\|5.97\|31.99\|34.11\|31.68\|467709;2026-05-27\|32.99\|-2.74\|34.00\|34.11\|32.47\|289097;2026-05-28\|32.62\|-1.12\|32.86\|33.44\|31.87\|255921;2026-05-29\|31.26\|-4.17\|32.51\|32.66\|31.02\|212768;2026-06-01\|31.63\|1.18\|31.25\|32.30\|31.16\|190195;2026-06-02\|31.23\|-1.26\|31.63\|31.94\|29.71\|245910;2026-06-03\|31.60\|1.18\|31.00\|32.15\|30.65\|227697;2026-06-04\|29.56\|-6.46\|31.40\|31.40\|29.51\|403188;2026-06-05\|29.28\|-0.95\|29.55\|30.33\|28.76\|264310;2026-06-08\|27.26\|-6.90\|28.55\|28.90\|27.18\|333107;2026-06-09\|28.66\|5.14\|27.53\|28.66\|26.60\|296818;2026-06-10\|29.75\|3.80\|28.19\|29.92\|28.12\|296103;2026-06-11\|32.73\|10.02\|32.73\|32.73\|32.73\|106370;2026-06-12\|34.15\|4.34\|36.00\|36.00\|33.14\|1114996;2026-06-15\|37.24\|9.05\|34.70\|37.57\|33.97\|828293;2026-06-16\|39.13\|5.08\|37.20\|40.92\|37.20\|1012179;2026-06-17\|37.60\|-3.91\|38.80\|38.80\|36.82\|763984;2026-06-18\|38.65\|2.79\|37.84\|39.45\|36.88\|765986;2026-06-22\|41.97\|10.01\|38.81\|41.97\|38.66\|594507;2026-06-23\|39.24\|-6.50\|44.99\|44.99\|39.06\|922289;2026-06-24\|43.16\|9.99\|38.98\|43.16\|38.98\|782803;2026-06-25\|47.48\|10.01\|44.93\|47.48\|43.06\|1211210;2026-06-26\|48.80\|2.78\|46.00\|51.44\|45.77\|1405223;2026-06-29\|47.88\|-1.89\|49.80\|50.78\|45.60\|1164527;2026-06-30\|46.97\|-1.90\|46.50\|47.60\|44.60\|825486;2026-07-01\|45.67\|-2.77\|46.37\|49.37\|44.81\|865713;2026-07-02\|42.25\|-7.49\|43.75\|44.49\|42.20\|836334;2026-07-03\|39.89\|-5.59\|41.85\|42.54\|39.72\|696903;2026-07-06\|39.40\|-1.23\|40.58\|41.75\|39.12\|545861;2026-07-07\|37.19\|-5.61\|38.77\|39.68\|37.08\|457377;2026-07-08\|35.72\|-3.95\|37.20\|37.85\|35.60\|481835;2026-07-09\|36.20\|1.34\|35.98\|36.79\|34.58\|490061;2026-07-10\|34.03\|-5.99\|36.39\|37.15\|33.95\|577842
116763	六氟化钨价格大幅飙升	涨停揭秘：六氟环氧丙烷（HFPO）价格年内涨幅超120%，公司3000吨/年产能满负荷运行，氟聚合物与含氟精细化学品同步提价；涨停缘由：HFPO为PVDF关键原料，新能源车电池粘结剂需求爆发；公司全产业链布局保障成本优势与供应稳定性；资金逻辑：资金回流周期底部化工品种，涨价确定性+产能刚性+库存低位构成短期强驱动组合；风险提示：HFPO价格波动剧烈，下游新能源需求增速若放缓将压制价格持续性，环保监管趋严增加扩产不确定性	我国氟化工行业中产业链最完整的企业之一；公司主营业务为含氟化学产品的研产销，拥有3000吨/年的六氟环氧丙烷（HFPO）产能	2026-03-03\|29.28\|-4.19\|30.42\|30.96\|29.24\|173581;2026-03-04\|28.95\|-1.13\|28.89\|29.84\|28.80\|105768;2026-03-05\|29.10\|0.52\|29.45\|29.52\|28.96\|83696;2026-03-06\|29.98\|3.02\|29.02\|30.10\|28.55\|115979;2026-03-09\|28.79\|-3.97\|29.49\|29.55\|27.90\|154772;2026-03-10\|29.14\|1.22\|29.10\|29.61\|28.97\|103939;2026-03-11\|29.54\|1.37\|29.10\|29.64\|28.92\|91861;2026-03-12\|28.90\|-2.17\|29.66\|29.69\|28.53\|119570;2026-03-13\|28.39\|-1.76\|28.83\|29.47\|28.31\|91544;2026-03-16\|27.99\|-1.41\|28.43\|28.51\|27.38\|110895;2026-03-17\|27.58\|-1.46\|28.11\|28.56\|27.55\|89975;2026-03-18\|27.42\|-0.58\|27.60\|27.75\|26.94\|83636;2026-03-19\|25.97\|-5.29\|26.99\|26.99\|25.81\|118000;2026-03-20\|25.50\|-1.81\|25.96\|26.31\|25.50\|84774;2026-03-23\|24.51\|-3.88\|25.01\|25.24\|24.10\|105826;2026-03-24\|24.72\|0.86\|25.00\|25.07\|23.98\|97198;2026-03-25\|25.04\|1.29\|24.99\|25.28\|24.84\|78316;2026-03-26\|24.91\|-0.52\|25.00\|25.40\|24.71\|64783;2026-03-27\|25.30\|1.57\|24.59\|25.44\|24.54\|59169;2026-03-30\|24.98\|-1.26\|25.08\|25.15\|24.60\|76094;2026-03-31\|24.56\|-1.68\|25.00\|25.05\|24.46\|59414;2026-04-01\|25.15\|2.40\|24.96\|25.24\|24.78\|72160;2026-04-02\|24.70\|-1.79\|25.02\|25.14\|24.44\|74535;2026-04-03\|23.37\|-5.38\|24.49\|24.49\|23.27\|122407;2026-04-07\|23.61\|1.03\|23.44\|23.97\|23.37\|83558;2026-04-08\|24.45\|3.56\|24.13\|24.45\|24.00\|89850;2026-04-09\|24.20\|-1.02\|24.30\|24.35\|24.13\|59594;2026-04-10\|24.65\|1.86\|24.34\|24.89\|24.30\|72930;2026-04-13\|24.89\|0.97\|24.67\|25.14\|24.56\|74888;2026-04-14\|25.54\|2.61\|25.03\|25.55\|24.83\|82900;2026-04-15\|25.09\|-1.76\|25.79\|25.83\|25.07\|78048;2026-04-16\|25.32\|0.92\|25.13\|25.39\|25.03\|64683;2026-04-17\|25.58\|1.03\|25.22\|25.62\|25.00\|73374;2026-04-20\|26.18\|2.35\|25.80\|26.41\|25.77\|114479;2026-04-21\|26.95\|2.94\|27.20\|28.18\|26.80\|214558;2026-04-22\|26.85\|-0.37\|27.03\|27.03\|26.50\|117238;2026-04-23\|26.40\|-1.68\|26.85\|26.95\|26.34\|85617;2026-04-24\|26.80\|1.52\|26.50\|27.08\|26.35\|109840;2026-04-27\|26.76\|-0.15\|27.01\|27.20\|26.50\|110790;2026-04-28\|26.74\|-0.07\|26.65\|27.07\|26.25\|108920;2026-04-29\|27.07\|1.23\|26.63\|27.19\|26.45\|106183;2026-04-30\|26.90\|-0.63\|26.90\|27.24\|26.81\|78664;2026-05-06\|26.99\|0.33\|27.10\|27.15\|26.87\|132253;2026-05-07\|26.93\|-0.22\|27.10\|27.19\|26.63\|102307;2026-05-08\|27.44\|1.89\|26.99\|28.45\|26.99\|181769;2026-05-11\|28.15\|2.59\|27.61\|28.77\|27.61\|202064;2026-05-12\|28.47\|1.14\|28.07\|28.97\|27.95\|189953;2026-05-13\|29.00\|1.86\|28.47\|29.29\|28.39\|176993;2026-05-14\|31.75\|9.48\|29.25\|31.90\|29.16\|561029;2026-05-15\|31.60\|-0.47\|32.95\|33.61\|31.44\|622259;2026-05-18\|31.43\|-0.54\|32.24\|32.90\|30.70\|401290;2026-05-19\|31.79\|1.15\|31.00\|32.09\|29.90\|397437;2026-05-20\|33.34\|4.88\|31.88\|34.18\|31.55\|369527;2026-05-21\|32.80\|-1.62\|33.33\|34.18\|32.73\|299723;2026-05-22\|33.69\|2.71\|33.00\|34.43\|32.68\|301360;2026-05-25\|33.05\|-1.90\|34.21\|34.74\|32.23\|316022;2026-05-26\|33.78\|2.21\|33.00\|34.30\|32.08\|318113;2026-05-27\|33.89\|0.33\|33.84\|35.53\|33.43\|288368;2026-05-28\|34.42\|1.56\|33.75\|34.88\|33.38\|238132;2026-05-29\|33.16\|-2.38\|34.01\|34.50\|32.90\|220560;2026-06-01\|35.11\|5.88\|33.01\|36.18\|33.01\|357708;2026-06-02\|35.60\|1.40\|34.90\|35.87\|34.12\|262629;2026-06-03\|34.88\|-2.02\|35.24\|36.88\|34.30\|319856;2026-06-04\|34.09\|-2.26\|34.42\|35.20\|33.86\|221030;2026-06-05\|34.46\|1.09\|33.55\|35.40\|32.58\|290012;2026-06-08\|32.77\|-4.90\|33.15\|34.98\|32.48\|268356;2026-06-09\|31.70\|-3.27\|33.30\|33.48\|31.18\|344777;2026-06-10\|32.90\|3.79\|31.46\|33.22\|30.96\|310221;2026-06-11\|33.26\|1.09\|32.68\|33.79\|32.05\|243119;2026-06-12\|33.69\|1.29\|33.60\|34.44\|32.90\|220903;2026-06-15\|35.42\|5.14\|35.06\|35.76\|32.95\|399764;2026-06-16\|35.32\|-0.28\|34.70\|36.33\|34.01\|413687;2026-06-17\|37.10\|5.04\|34.73\|37.10\|34.36\|382244;2026-06-18\|34.17\|-7.90\|37.23\|37.27\|33.84\|543135;2026-06-22\|37.59\|10.01\|34.16\|37.59\|33.40\|624696;2026-06-23\|35.62\|-5.24\|37.57\|38.29\|35.38\|423720;2026-06-24\|39.18\|9.99\|35.64\|39.18\|34.93\|439949;2026-06-25\|38.88\|-0.77\|39.86\|41.13\|38.30\|512817;2026-06-26\|41.22\|6.02\|38.50\|42.00\|38.35\|471785;2026-06-29\|41.67\|1.09\|42.50\|43.98\|39.28\|529128;2026-06-30\|40.72\|-2.28\|40.88\|42.00\|39.30\|382562;2026-07-01\|43.99\|8.03\|41.38\|44.79\|41.08\|586779;2026-07-02\|48.39\|10.00\|42.69\|48.39\|41.29\|637320;2026-07-03\|44.71\|-7.60\|51.00\|51.00\|43.65\|720209;2026-07-06\|41.77\|-6.58\|43.94\|45.50\|41.61\|462678;2026-07-07\|38.92\|-6.82\|40.90\|41.21\|38.50\|352446;2026-07-08\|36.50\|-6.22\|39.30\|39.39\|36.50\|302403;2026-07-09\|37.75\|3.42\|37.02\|38.30\|36.84\|275298;2026-07-10\|35.37\|-6.30\|37.90\|38.78\|35.37\|355382
116762	央视财经：AI智能体市场或迎爆发式增长	涨停揭秘：央视财经报道AI智能体市场将迎爆发式增长，公司发布多模态智能体平台并已在政务、金融场景批量部署；涨停缘由：公司‘梧桐’智能体平台支持视觉、语音、文本多模态交互，已签约超200家政企客户；大模型推理芯片自研进展顺利，降本增效明显；资金逻辑：北向资金连续5日增持，主力资金6月24日净流入超1.2亿元，成交额创近三个月新高，显示配置型资金回流；风险提示：AI商业化进度慢于预期可能压制估值；海外市场拓展面临地缘政治与合规审查压力	中国电科旗下上市公司，安防及人工智能龙头	2026-03-03\|30.31\|-2.73\|31.18\|31.28\|30.25\|741356;2026-03-04\|30.26\|-0.17\|30.03\|30.55\|29.95\|427896;2026-03-05\|30.76\|1.65\|30.61\|30.89\|30.60\|368056;2026-03-06\|31.07\|1.01\|30.49\|31.09\|30.46\|272439;2026-03-09\|31.16\|0.29\|30.61\|31.19\|30.44\|412952;2026-03-10\|31.32\|0.51\|31.30\|31.37\|31.05\|310388;2026-03-11\|31.65\|1.05\|31.34\|31.70\|31.18\|382859;2026-03-12\|31.92\|0.85\|31.53\|31.93\|31.45\|345862;2026-03-13\|31.94\|0.06\|31.69\|32.02\|31.62\|367074;2026-03-16\|31.76\|-0.56\|31.92\|32.04\|31.63\|314161;2026-03-17\|31.62\|-0.44\|31.81\|32.05\|31.52\|348725;2026-03-18\|32.17\|1.74\|31.61\|32.20\|31.18\|494308;2026-03-19\|31.25\|-2.86\|31.90\|32.00\|31.13\|433232;2026-03-20\|31.30\|0.16\|31.27\|31.62\|31.17\|315698;2026-03-23\|30.01\|-4.12\|30.64\|31.08\|29.95\|479521;2026-03-24\|30.28\|0.90\|30.38\|30.48\|29.56\|418668;2026-03-25\|30.78\|1.65\|30.28\|30.83\|30.21\|315977;2026-03-26\|30.37\|-1.33\|30.73\|31.00\|30.17\|287777;2026-03-27\|30.35\|-0.07\|30.07\|30.60\|30.03\|197710;2026-03-30\|30.53\|0.59\|30.00\|30.56\|29.60\|348653;2026-03-31\|30.42\|-0.36\|30.35\|30.68\|30.26\|233407;2026-04-01\|30.72\|0.99\|30.75\|30.84\|30.52\|211749;2026-04-02\|30.40\|-1.04\|30.72\|30.86\|30.20\|242198;2026-04-03\|30.27\|-0.43\|30.49\|30.65\|30.19\|196364;2026-04-07\|30.20\|-0.23\|30.27\|30.50\|29.92\|281594;2026-04-08\|30.88\|2.25\|30.55\|30.98\|30.44\|345766;2026-04-09\|30.76\|-0.39\|30.58\|30.86\|30.45\|238773;2026-04-10\|31.71\|3.09\|30.88\|32.10\|30.83\|622901;2026-04-13\|32.65\|2.96\|31.51\|32.66\|31.41\|642490;2026-04-14\|33.48\|2.54\|32.74\|33.88\|32.74\|1243152;2026-04-15\|33.20\|-0.84\|33.45\|33.50\|32.91\|575623;2026-04-16\|33.54\|1.02\|33.29\|33.59\|33.05\|479349;2026-04-17\|33.13\|-1.22\|33.49\|33.75\|32.75\|798901;2026-04-20\|34.51\|4.17\|34.81\|35.29\|34.40\|1334411;2026-04-21\|33.73\|-2.26\|34.50\|34.65\|33.69\|729407;2026-04-22\|33.63\|-0.30\|33.56\|33.95\|33.41\|485982;2026-04-23\|33.49\|-0.42\|33.50\|34.13\|33.35\|496834;2026-04-24\|33.60\|0.33\|33.68\|34.00\|33.30\|405259;2026-04-27\|33.97\|1.10\|33.55\|34.39\|33.51\|500328;2026-04-28\|34.65\|2.00\|34.01\|35.18\|33.68\|766107;2026-04-29\|34.81\|0.46\|34.50\|35.30\|34.29\|585983;2026-04-30\|36.29\|4.25\|34.75\|36.84\|34.57\|1175309;2026-05-06\|36.04\|-0.69\|36.68\|37.09\|35.79\|930106;2026-05-07\|35.96\|-0.22\|35.92\|36.45\|35.56\|630231;2026-05-08\|35.55\|-1.14\|35.88\|35.88\|35.20\|576552;2026-05-11\|35.36\|-0.53\|35.80\|36.86\|35.17\|946135;2026-05-12\|34.56\|-2.26\|35.36\|35.51\|34.55\|790012;2026-05-13\|34.49\|-0.20\|34.50\|34.69\|33.79\|721892;2026-05-14\|33.45\|-3.02\|34.59\|34.85\|33.45\|691964;2026-05-15\|33.12\|-0.99\|33.63\|34.08\|33.02\|618546;2026-05-18\|33.00\|-0.36\|33.15\|33.47\|32.75\|487055;2026-05-19\|33.38\|1.15\|32.85\|33.41\|32.55\|528476;2026-05-20\|32.55\|-0.25\|32.60\|33.50\|32.46\|564306;2026-05-21\|31.63\|-2.83\|32.84\|33.15\|31.60\|623098;2026-05-22\|31.83\|0.63\|31.80\|31.94\|31.29\|418305;2026-05-25\|32.27\|1.38\|32.01\|32.40\|31.84\|479258;2026-05-26\|32.00\|-0.84\|32.15\|32.84\|31.42\|663439;2026-05-27\|31.65\|-1.09\|31.92\|32.54\|31.46\|582351;2026-05-28\|30.76\|-2.81\|31.41\|31.45\|30.23\|889979;2026-05-29\|30.56\|-0.65\|31.00\|31.20\|30.15\|751809;2026-06-01\|30.06\|-1.64\|30.56\|30.76\|30.01\|707627;2026-06-02\|30.75\|2.30\|30.11\|30.96\|30.00\|747356;2026-06-03\|30.77\|0.07\|30.55\|31.15\|30.28\|585573;2026-06-04\|30.63\|-0.46\|30.62\|30.92\|30.45\|412574;2026-06-05\|31.28\|2.12\|30.77\|31.53\|30.51\|761527;2026-06-08\|30.30\|-3.13\|30.70\|31.11\|30.10\|681107;2026-06-09\|30.49\|0.63\|30.57\|30.83\|30.20\|542694;2026-06-10\|30.38\|-0.36\|30.20\|30.50\|30.11\|444842;2026-06-11\|29.98\|-1.32\|30.20\|30.30\|29.76\|513304;2026-06-12\|30.24\|0.87\|30.25\|30.67\|30.12\|662501;2026-06-15\|30.71\|1.55\|30.60\|31.00\|30.35\|546377;2026-06-16\|32.20\|4.85\|30.78\|32.59\|30.60\|1057855;2026-06-17\|32.36\|0.50\|31.85\|32.87\|31.70\|805756;2026-06-18\|32.30\|-0.19\|32.07\|32.74\|31.45\|824633;2026-06-22\|32.83\|1.64\|32.20\|32.90\|31.41\|916410;2026-06-23\|31.41\|-4.33\|32.51\|32.90\|31.36\|689675;2026-06-24\|34.03\|8.34\|31.40\|34.49\|31.02\|1671709;2026-06-25\|34.44\|1.20\|33.90\|35.54\|33.84\|1475231;2026-06-26\|33.32\|-3.25\|34.42\|34.67\|33.25\|784932;2026-06-29\|32.99\|-0.99\|33.50\|34.26\|32.47\|1011854;2026-06-30\|34.20\|3.67\|33.00\|35.26\|32.98\|1233722;2026-07-01\|34.03\|-0.50\|34.82\|36.16\|33.82\|1445911;2026-07-02\|33.61\|-1.23\|33.56\|34.83\|33.10\|974041;2026-07-03\|34.00\|1.16\|33.80\|34.63\|33.45\|933776;2026-07-06\|33.83\|-0.50\|34.14\|34.28\|32.85\|918683;2026-07-07\|33.86\|0.09\|33.55\|34.82\|33.42\|876801;2026-07-08\|34.35\|1.45\|34.14\|34.89\|34.06\|1061956;2026-07-09\|35.39\|3.03\|33.90\|35.41\|33.85\|1091917;2026-07-10\|34.45\|-2.66\|35.20\|35.86\|34.43\|1156138
116761	央视财经：AI智能体市场或迎爆发式增长	跨境社交电商+AI营销+业绩增长 1、据2026年4月1日披露的2025年年报，公司2025年实现营收67.22亿元，同比增长21.56%，归母净利润2.77亿元，同比增长52.16%；其中跨境社交电商业务营收43.73亿元，同比增长29.93%，归母净利同比增长86.81%。 2、据2026年4月1日披露的2025年年报及2026年6月1日互动易，公司跨境社交电商业务采用AI算法驱动的“货找人”模式，在Meta、TikTok等海外主流社交平台精准营销，并已与亚马逊云科技达成合作，推进AI技术在跨境电商全链路场景落地，智能选品及广告投放系统已形成数据壁垒。 3、据2026年4月28日披露的2026年一季报，公司一季度实现营收18.04亿元，同比增长22.12%，归母净利润7236.26万元，同比增长22.32%，增长主要来自跨境电商业务扩张。	公司持续迭代Giikin平台，接入DeepSeek、通义千问等通用大模型，AI贯穿选品、广告、客服全流程，构筑“数据+智能算法”壁垒	2026-03-03\|17.23\|-4.60\|18.06\|18.18\|17.18\|88823;2026-03-04\|17.23\|0.00\|17.18\|17.55\|17.01\|80367;2026-03-05\|17.45\|1.28\|17.50\|17.70\|17.33\|47323;2026-03-06\|17.75\|1.72\|17.45\|17.85\|17.22\|50320;2026-03-09\|18.85\|6.20\|17.75\|19.17\|17.66\|167896;2026-03-10\|18.65\|-1.06\|18.74\|19.14\|18.55\|105599;2026-03-11\|18.30\|-1.88\|18.64\|18.86\|18.24\|93530;2026-03-12\|18.36\|0.33\|18.34\|19.04\|18.16\|97156;2026-03-13\|18.28\|-0.44\|18.28\|18.60\|18.08\|78081;2026-03-16\|18.20\|-0.44\|18.20\|18.39\|17.89\|65371;2026-03-17\|17.78\|-2.31\|18.27\|18.33\|17.76\|67780;2026-03-18\|18.35\|3.21\|17.94\|18.37\|17.77\|64055;2026-03-19\|17.83\|-2.83\|18.08\|18.19\|17.76\|58852;2026-03-20\|17.58\|-1.40\|17.89\|18.27\|17.56\|72878;2026-03-23\|16.38\|-6.83\|17.22\|17.38\|16.21\|112632;2026-03-24\|16.88\|3.05\|16.77\|16.92\|16.30\|72278;2026-03-25\|17.33\|2.67\|16.88\|17.37\|16.88\|61060;2026-03-26\|17.13\|-1.15\|17.34\|17.53\|17.02\|42523;2026-03-27\|17.65\|3.04\|16.92\|17.86\|16.88\|65470;2026-03-30\|17.82\|0.96\|17.33\|18.04\|17.33\|67332;2026-03-31\|17.11\|-3.98\|17.79\|18.00\|17.07\|82262;2026-04-01\|16.44\|-3.92\|17.35\|17.50\|16.03\|171720;2026-04-02\|16.10\|-2.07\|16.34\|16.37\|15.88\|92718;2026-04-03\|15.61\|-3.04\|16.06\|16.30\|15.55\|67314;2026-04-07\|15.94\|2.11\|15.90\|16.24\|15.76\|78984;2026-04-08\|16.58\|4.02\|16.30\|16.60\|16.23\|99181;2026-04-09\|16.11\|-2.83\|16.42\|16.56\|16.09\|63705;2026-04-10\|16.23\|0.74\|16.18\|16.42\|16.13\|46372;2026-04-13\|16.37\|0.86\|16.10\|16.85\|16.08\|91267;2026-04-14\|16.43\|0.37\|16.55\|16.80\|16.23\|65381;2026-04-15\|16.37\|-0.37\|16.57\|16.61\|16.29\|56658;2026-04-16\|17.28\|5.56\|16.39\|17.48\|16.25\|155796;2026-04-17\|17.45\|0.98\|17.19\|17.54\|17.14\|78560;2026-04-20\|19.20\|10.03\|17.36\|19.20\|17.26\|185057;2026-04-21\|18.23\|-5.05\|19.20\|19.20\|18.08\|263245;2026-04-22\|18.79\|3.07\|18.23\|19.19\|17.83\|234358;2026-04-23\|19.45\|3.51\|18.80\|19.64\|18.65\|259524;2026-04-24\|19.56\|0.57\|19.11\|19.83\|18.74\|240667;2026-04-27\|19.62\|0.31\|19.70\|20.15\|19.36\|177622;2026-04-28\|19.70\|0.41\|19.50\|20.10\|19.47\|180386;2026-04-29\|19.59\|-0.56\|19.60\|19.95\|19.40\|133996;2026-04-30\|19.92\|1.68\|19.55\|20.00\|19.41\|138855;2026-05-06\|19.83\|-0.45\|19.92\|20.49\|19.78\|214930;2026-05-07\|21.40\|7.92\|19.83\|21.49\|19.39\|257661;2026-05-08\|21.84\|2.06\|21.59\|22.02\|21.26\|174214;2026-05-11\|22.15\|1.42\|21.66\|22.28\|21.62\|156171;2026-05-12\|22.47\|1.44\|22.36\|22.49\|21.85\|116781;2026-05-13\|23.49\|4.54\|22.48\|23.72\|22.20\|227775;2026-05-14\|22.77\|-3.07\|23.50\|23.60\|22.74\|142738;2026-05-15\|22.52\|-1.10\|22.77\|23.07\|22.01\|147628;2026-05-18\|22.37\|-0.67\|22.29\|22.46\|21.84\|111662;2026-05-19\|22.86\|2.19\|22.36\|22.98\|22.10\|108621;2026-05-20\|22.10\|-3.32\|22.73\|22.83\|22.03\|98144;2026-05-21\|21.32\|-3.53\|22.40\|22.93\|21.23\|154687;2026-05-22\|22.02\|3.28\|21.41\|22.33\|21.13\|106069;2026-05-25\|22.46\|2.00\|22.01\|22.60\|21.89\|99365;2026-05-26\|22.17\|-1.29\|22.49\|22.64\|21.94\|78236;2026-05-27\|22.00\|-0.77\|22.10\|22.65\|21.83\|92126;2026-05-28\|21.94\|-0.27\|22.14\|22.25\|21.49\|78574;2026-05-29\|21.80\|-0.64\|22.17\|22.50\|21.32\|133753;2026-06-01\|22.30\|2.29\|21.00\|22.42\|20.88\|140134;2026-06-02\|22.30\|0.00\|22.12\|22.47\|21.09\|130363;2026-06-03\|21.81\|-2.20\|22.41\|23.02\|21.58\|121254;2026-06-04\|21.41\|-1.83\|21.61\|21.71\|21.24\|108604;2026-06-05\|20.93\|-2.24\|21.39\|21.59\|20.85\|78163;2026-06-08\|19.79\|-5.45\|20.41\|21.17\|19.70\|116600;2026-06-09\|20.66\|4.40\|20.00\|21.09\|19.66\|105550;2026-06-10\|20.94\|1.36\|20.50\|21.07\|20.14\|79445;2026-06-11\|21.07\|0.62\|20.78\|21.79\|20.60\|111837;2026-06-12\|21.57\|2.37\|21.48\|22.17\|21.06\|94514;2026-06-15\|22.01\|2.04\|21.68\|22.11\|21.30\|92112;2026-06-16\|22.01\|0.00\|22.00\|22.35\|21.83\|75740;2026-06-17\|22.67\|3.00\|21.79\|22.82\|21.75\|108338;2026-06-18\|23.90\|5.43\|22.70\|24.13\|22.55\|152038;2026-06-22\|23.27\|-2.64\|23.89\|24.21\|22.86\|130933;2026-06-23\|23.93\|2.84\|23.27\|24.26\|23.18\|118765;2026-06-24\|26.13\|10.02\|23.79\|26.13\|23.57\|211137;2026-06-25\|27.29\|4.44\|26.14\|28.00\|26.14\|311830;2026-06-26\|26.41\|-3.22\|26.95\|27.14\|26.10\|197852;2026-06-29\|26.03\|-1.44\|26.77\|27.27\|25.60\|140507;2026-06-30\|25.84\|-0.73\|25.87\|26.20\|25.30\|111236;2026-07-01\|26.59\|2.90\|25.80\|27.00\|25.51\|146481;2026-07-02\|25.55\|-3.91\|26.41\|26.80\|25.45\|135350;2026-07-03\|24.13\|-5.56\|25.45\|25.77\|23.61\|241765;2026-07-06\|22.95\|-4.89\|24.05\|24.55\|22.81\|122398;2026-07-07\|23.88\|4.05\|22.82\|24.59\|22.62\|132112;2026-07-08\|23.06\|-3.43\|23.69\|24.40\|23.02\|78689;2026-07-09\|23.42\|1.56\|23.31\|23.58\|22.56\|85826;2026-07-10\|22.81\|-2.60\|23.81\|24.24\|22.70\|102174
116760	央视财经：AI智能体市场或迎爆发式增长	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；公司携手智谱共同开发河湖生态修复基础大模型RiverLake GLM v1.0通过验收	2026-03-03\|13.36\|-4.09\|13.87\|14.15\|13.26\|95829;2026-03-04\|13.86\|3.74\|13.11\|14.05\|13.10\|91323;2026-03-05\|13.85\|-0.07\|14.13\|14.20\|13.69\|81959;2026-03-06\|14.15\|2.17\|13.86\|14.38\|13.83\|81366;2026-03-09\|14.10\|-0.35\|13.88\|14.13\|13.70\|51968;2026-03-10\|14.24\|0.99\|14.15\|14.44\|14.11\|44769;2026-03-11\|13.73\|-3.58\|14.35\|14.35\|13.65\|66643;2026-03-12\|13.35\|-2.77\|13.66\|13.83\|13.32\|44090;2026-03-13\|14.04\|5.17\|13.32\|14.15\|13.32\|80318;2026-03-16\|13.96\|-0.57\|14.00\|14.18\|13.57\|57659;2026-03-17\|13.65\|-2.22\|14.00\|14.20\|13.58\|49916;2026-03-18\|13.60\|-0.37\|13.80\|13.80\|13.42\|25146;2026-03-19\|13.33\|-1.99\|13.56\|13.56\|13.26\|33531;2026-03-20\|12.60\|-5.48\|13.29\|13.49\|12.59\|43796;2026-03-23\|11.70\|-7.14\|12.38\|12.51\|11.58\|70102;2026-03-24\|12.28\|4.96\|11.95\|12.28\|11.76\|38468;2026-03-25\|12.24\|-0.33\|12.36\|12.49\|12.14\|35102;2026-03-26\|11.93\|-2.53\|12.39\|12.40\|11.81\|28286;2026-03-27\|12.07\|1.17\|11.98\|12.14\|11.78\|23528;2026-03-30\|12.01\|-0.50\|12.15\|12.15\|11.76\|23010;2026-03-31\|11.60\|-3.41\|12.14\|12.15\|11.52\|41649;2026-04-01\|11.82\|1.90\|11.85\|11.88\|11.60\|26956;2026-04-02\|11.46\|-3.05\|11.80\|11.80\|11.32\|23255;2026-04-03\|11.08\|-3.32\|11.66\|11.66\|10.95\|23429;2026-04-07\|11.37\|2.62\|11.06\|11.40\|10.97\|28382;2026-04-08\|11.72\|3.08\|11.70\|11.76\|11.54\|24021;2026-04-09\|11.24\|-4.10\|11.72\|11.79\|11.07\|58382;2026-04-10\|12.36\|9.96\|11.46\|12.36\|11.32\|69116;2026-04-13\|12.20\|-1.29\|12.35\|12.35\|11.73\|104381;2026-04-14\|12.51\|2.54\|12.20\|12.64\|12.02\|81714;2026-04-15\|12.42\|-0.72\|12.60\|12.78\|12.29\|48316;2026-04-16\|13.22\|6.44\|12.48\|13.37\|12.32\|73158;2026-04-17\|13.05\|-1.29\|13.04\|13.53\|12.93\|57943;2026-04-20\|13.68\|4.83\|13.27\|13.74\|12.80\|60619;2026-04-21\|13.85\|1.24\|13.61\|14.07\|13.61\|64311;2026-04-22\|13.68\|-1.23\|13.93\|13.95\|13.56\|50930;2026-04-23\|13.68\|0.00\|13.68\|13.93\|13.57\|51134;2026-04-24\|14.04\|2.63\|13.54\|14.23\|13.52\|61741;2026-04-27\|14.18\|1.00\|14.10\|14.35\|13.80\|56232;2026-04-28\|14.26\|0.56\|14.35\|14.50\|14.01\|52852;2026-04-29\|14.47\|1.47\|14.07\|15.69\|13.90\|241168;2026-04-30\|14.19\|-1.94\|14.41\|14.70\|14.19\|129861;2026-05-06\|14.32\|0.92\|14.33\|14.62\|14.00\|86704;2026-05-07\|15.40\|7.54\|14.22\|15.65\|14.19\|119032;2026-05-08\|15.88\|3.12\|15.51\|16.01\|14.90\|122259;2026-05-11\|15.88\|0.00\|15.99\|16.41\|15.82\|90451;2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062
116759	央视财经：AI智能体市场或迎爆发式增长	具身智能数据集+3D视觉+算力租赁+AI营销行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年6月17日天娱数科官微，参股公司芯明发布自研3D视觉AI模组R216g，内置空间智能芯片提供3.5 TOPS端侧算力，专为人形机器人、灵巧手及协作臂设计，解决“看得清、抓得准”的核心痛点。 2、据2026年6月11日异常波动公告，公司股票连续4个交易日涨停，公司自查澄清没有物理AI业务，与2026年世界杯不存在业务合作关系。 3、据2025年年报，公司聚焦智能营销、智慧能源、空间智能等领域，构建了AI营销、空间智能MaaS等业务平台；10项具身智能数据集已在北京国际大数据交易所完成资产登记。 4、据2025年年报，公司子公司与山西数据技术公司等合作，依托国家先进计算太原中心800PFlops人工智能算力，共同打造人工智能算力服务平台。	公司拥有智者千问、天星、智慧广告三款企业级大模型，推进具身智能平台建设，完成“人形机器人空间6D动捕长程数据”等5个数据集资产登记，积累超120万条3D数据及10万机器人任务训练数据，为相关场景提供解决方案	2026-03-03\|6.08\|-4.55\|6.42\|6.44\|6.07\|1005135;2026-03-04\|6.06\|-0.33\|6.01\|6.17\|6.00\|708145;2026-03-05\|6.23\|2.81\|6.17\|6.28\|6.16\|739005;2026-03-06\|6.26\|0.48\|6.20\|6.28\|6.16\|516798;2026-03-09\|6.46\|3.19\|6.20\|6.48\|6.14\|1131477;2026-03-10\|6.40\|-0.93\|6.50\|6.60\|6.35\|970708;2026-03-11\|6.31\|-1.41\|6.38\|6.42\|6.30\|606839;2026-03-12\|6.26\|-0.79\|6.29\|6.33\|6.21\|480320;2026-03-13\|6.11\|-2.40\|6.21\|6.23\|6.09\|602108;2026-03-16\|6.18\|1.15\|6.08\|6.18\|6.05\|473533;2026-03-17\|6.09\|-1.46\|6.17\|6.22\|6.08\|458286;2026-03-18\|6.15\|0.99\|6.09\|6.16\|6.05\|400557;2026-03-19\|6.02\|-2.11\|6.10\|6.10\|6.01\|494240;2026-03-20\|5.79\|-3.82\|6.03\|6.08\|5.79\|705642;2026-03-23\|5.41\|-6.56\|5.68\|5.71\|5.36\|781429;2026-03-24\|5.66\|4.62\|5.52\|5.66\|5.46\|760352;2026-03-25\|5.73\|1.24\|5.66\|5.76\|5.65\|562185;2026-03-26\|5.61\|-2.09\|5.72\|5.78\|5.58\|418056;2026-03-27\|5.69\|1.43\|5.53\|5.70\|5.50\|380889;2026-03-30\|5.72\|0.53\|5.60\|5.73\|5.53\|400013;2026-03-31\|5.68\|-0.70\|5.73\|5.81\|5.67\|388482;2026-04-01\|5.71\|0.53\|5.79\|5.81\|5.67\|389739;2026-04-02\|5.57\|-2.45\|5.69\|5.69\|5.52\|399478;2026-04-03\|5.42\|-2.69\|5.59\|5.61\|5.39\|347675;2026-04-07\|5.48\|1.11\|5.40\|5.49\|5.40\|303370;2026-04-08\|5.87\|7.12\|5.59\|5.88\|5.58\|758136;2026-04-09\|5.68\|-3.24\|5.77\|5.80\|5.67\|503904;2026-04-10\|5.69\|0.18\|5.75\|5.79\|5.68\|353932;2026-04-13\|5.65\|-0.70\|5.63\|5.68\|5.61\|305479;2026-04-14\|5.68\|0.53\|5.71\|5.76\|5.61\|405777;2026-04-15\|5.62\|-1.06\|5.74\|5.77\|5.60\|434830;2026-04-16\|5.78\|2.85\|5.63\|5.79\|5.63\|633052;2026-04-17\|5.74\|-0.69\|5.76\|5.77\|5.68\|409768;2026-04-20\|5.84\|1.74\|5.75\|5.87\|5.72\|546137;2026-04-21\|5.67\|-2.91\|5.81\|5.85\|5.63\|692431;2026-04-22\|5.67\|0.00\|5.64\|5.67\|5.57\|419240;2026-04-23\|5.62\|-0.88\|5.68\|5.74\|5.60\|430680;2026-04-24\|5.56\|-1.07\|5.58\|5.61\|5.46\|428853;2026-04-27\|5.59\|0.54\|5.53\|5.60\|5.44\|360842;2026-04-28\|5.41\|-3.22\|5.57\|5.57\|5.38\|450852;2026-04-29\|5.95\|9.98\|5.90\|5.95\|5.90\|525234;2026-04-30\|6.20\|4.20\|6.16\|6.43\|6.06\|2292720;2026-05-06\|6.37\|2.74\|6.22\|6.39\|6.20\|1735061;2026-05-07\|6.41\|0.63\|6.31\|6.43\|6.26\|1472163;2026-05-08\|6.35\|-0.94\|6.54\|6.75\|6.33\|1910691;2026-05-11\|6.37\|0.32\|6.38\|6.45\|6.25\|1315487;2026-05-12\|6.45\|1.26\|6.36\|6.71\|6.32\|1722008;2026-05-13\|6.54\|1.40\|6.44\|6.55\|6.35\|1123484;2026-05-14\|6.32\|-3.36\|6.56\|6.64\|6.31\|970841;2026-05-15\|6.44\|1.90\|6.30\|6.66\|6.29\|1023867;2026-05-18\|7.08\|9.94\|6.52\|7.08\|6.49\|2310913;2026-05-19\|7.13\|0.71\|7.01\|7.49\|6.90\|3687487;2026-05-20\|6.97\|-2.24\|7.10\|7.29\|6.93\|2716879;2026-05-21\|6.80\|-2.44\|6.96\|7.28\|6.74\|2160325;2026-05-22\|6.76\|-0.59\|6.77\|6.86\|6.58\|1710910;2026-05-25\|6.87\|1.63\|6.80\|7.08\|6.77\|1638913;2026-05-26\|7.15\|4.08\|6.81\|7.35\|6.65\|2823532;2026-05-27\|7.07\|-1.12\|7.00\|7.27\|6.96\|1855844;2026-05-28\|7.13\|0.85\|7.00\|7.29\|6.97\|2043628;2026-05-29\|7.15\|0.28\|7.18\|7.38\|6.97\|2391451;2026-06-01\|7.44\|4.06\|7.05\|7.48\|7.00\|2714184;2026-06-02\|6.70\|-9.95\|7.49\|7.50\|6.70\|2692907;2026-06-03\|6.18\|-7.76\|6.40\|6.53\|6.12\|2240383;2026-06-04\|6.05\|-2.10\|6.04\|6.20\|5.98\|1377627;2026-06-05\|6.66\|10.08\|6.66\|6.66\|6.55\|1249607;2026-06-08\|7.33\|10.06\|7.10\|7.33\|7.00\|1102835;2026-06-09\|8.06\|9.96\|7.75\|8.06\|7.62\|4754534;2026-06-10\|8.87\|10.05\|8.28\|8.87\|8.28\|3438535;2026-06-11\|7.98\|-10.03\|8.75\|8.83\|7.98\|1603746;2026-06-12\|7.52\|-5.76\|7.42\|8.12\|7.30\|6080471;2026-06-15\|7.50\|-0.27\|7.56\|7.98\|7.38\|4698369;2026-06-16\|7.26\|-3.20\|7.31\|7.41\|6.85\|4349581;2026-06-17\|7.03\|-3.17\|7.19\|7.25\|6.96\|2855074;2026-06-18\|7.73\|9.96\|7.15\|7.73\|6.97\|3743586;2026-06-22\|8.50\|9.96\|8.10\|8.50\|8.09\|2887176;2026-06-23\|8.11\|-4.59\|8.51\|8.64\|7.93\|4518849;2026-06-24\|8.92\|9.99\|8.21\|8.92\|8.11\|1769655;2026-06-25\|8.03\|-9.98\|8.49\|8.57\|8.03\|4384568;2026-06-26\|8.83\|9.96\|8.23\|8.83\|7.96\|4947019;2026-06-29\|9.11\|3.17\|9.17\|9.68\|8.81\|6454992;2026-06-30\|9.30\|2.09\|9.25\|9.57\|8.98\|5380106;2026-07-01\|9.40\|1.08\|9.11\|9.87\|9.01\|5255562;2026-07-02\|10.34\|10.00\|10.00\|10.34\|10.00\|1026759;2026-07-03\|9.37\|-9.38\|10.32\|10.32\|9.31\|6189351;2026-07-06\|8.43\|-10.03\|9.57\|9.75\|8.43\|4801865;2026-07-07\|8.71\|3.32\|8.44\|9.11\|8.44\|4398549;2026-07-08\|8.02\|-7.92\|8.50\|8.60\|7.97\|3458202;2026-07-09\|8.08\|0.75\|8.00\|8.42\|7.72\|3580331;2026-07-10\|8.54\|5.69\|8.23\|8.89\|8.02\|5378673
116758		消费电子包装+包装一体化+仲裁撤案 1、据2025年年度报告，公司已与智能手机、可穿戴设备、PC终端及新型雾化产品等细分市场的全球领军企业和头部客户达成长期合作，成功构建了消费电子包装领域全方位竞争优势，客户包括小米、富士康、华为、联想、京东方等。 2、据2026年4月3日年报，公司致力于瓦楞包装产品、精品包装产品等的一体化解决方案，坚持绿色包装与智能制造；公司深化与消费电子、家具家电、新能源等行业龙头客户的战略合作，海外业务保持快速增长。 3、据2026年6月6日公告，公司收到深圳国际仲裁院出具的《撤案决定书》，申请人已撤回全部仲裁请求，此案对公司本期或期后利润不产生影响；据2026年6月2日及5月23日公告，相关方也已向法院撤回申请，公司与欧阳宣、新天地之间的系列纠纷已了结。	国际领先的包装一体化综合服务商；公司主营运输包装、精品包装、标签及电子功能材料模切产品，并持续为消费电子、白酒、家电等行业龙头提供一体化包装服务	2026-03-03\|3.88\|-2.02\|3.95\|3.99\|3.86\|348954;2026-03-04\|3.75\|-3.35\|3.84\|3.85\|3.73\|372878;2026-03-05\|3.81\|1.60\|3.82\|3.83\|3.76\|237637;2026-03-06\|3.87\|1.57\|3.79\|3.88\|3.78\|241584;2026-03-09\|3.83\|-1.03\|3.85\|3.88\|3.79\|248258;2026-03-10\|3.85\|0.52\|3.86\|3.87\|3.84\|185411;2026-03-11\|3.87\|0.52\|3.86\|3.88\|3.84\|160282;2026-03-12\|3.89\|0.52\|3.87\|3.90\|3.85\|161413;2026-03-13\|3.88\|-0.26\|3.88\|3.92\|3.85\|239545;2026-03-16\|3.88\|0.00\|3.87\|3.90\|3.84\|179792;2026-03-17\|3.86\|-0.52\|3.88\|3.91\|3.85\|186708;2026-03-18\|3.85\|-0.26\|3.86\|3.87\|3.81\|176141;2026-03-19\|3.76\|-2.34\|3.83\|3.85\|3.75\|213490;2026-03-20\|3.68\|-2.13\|3.76\|3.79\|3.66\|229634;2026-03-23\|3.46\|-5.98\|3.62\|3.62\|3.44\|316421;2026-03-24\|3.60\|4.05\|3.53\|3.60\|3.47\|237430;2026-03-25\|3.64\|1.11\|3.62\|3.65\|3.58\|231014;2026-03-26\|3.63\|-0.27\|3.63\|3.70\|3.60\|218519;2026-03-27\|3.63\|0.00\|3.59\|3.64\|3.58\|219980;2026-03-30\|3.65\|0.55\|3.58\|3.66\|3.56\|217704;2026-03-31\|3.66\|0.27\|3.66\|3.71\|3.65\|248909;2026-04-01\|3.70\|1.09\|3.71\|3.72\|3.68\|250400;2026-04-02\|3.63\|-1.89\|3.71\|3.71\|3.60\|208494;2026-04-03\|3.34\|-7.99\|3.56\|3.56\|3.29\|639733;2026-04-07\|3.36\|0.60\|3.31\|3.37\|3.24\|330354;2026-04-08\|3.43\|2.08\|3.42\|3.43\|3.37\|272194;2026-04-09\|3.35\|-2.33\|3.40\|3.43\|3.34\|270872;2026-04-10\|3.38\|0.90\|3.36\|3.43\|3.36\|238139;2026-04-13\|3.35\|-0.89\|3.36\|3.38\|3.33\|181080;2026-04-14\|3.37\|0.60\|3.36\|3.38\|3.32\|176182;2026-04-15\|3.34\|-0.89\|3.37\|3.37\|3.33\|128038;2026-04-16\|3.37\|0.90\|3.35\|3.37\|3.32\|158799;2026-04-17\|3.34\|-0.89\|3.36\|3.37\|3.33\|155165;2026-04-20\|3.41\|2.10\|3.34\|3.41\|3.32\|232389;2026-04-21\|3.40\|-0.29\|3.41\|3.41\|3.36\|153582;2026-04-22\|3.38\|-0.59\|3.40\|3.40\|3.37\|122062;2026-04-23\|3.35\|-0.89\|3.38\|3.38\|3.33\|137206;2026-04-24\|3.33\|-0.60\|3.35\|3.35\|3.30\|155616;2026-04-27\|3.36\|0.90\|3.31\|3.37\|3.28\|180447;2026-04-28\|3.31\|-1.49\|3.33\|3.35\|3.30\|128876;2026-04-29\|3.39\|2.42\|3.31\|3.40\|3.30\|245699;2026-04-30\|3.40\|0.29\|3.38\|3.43\|3.36\|225964;2026-05-06\|3.41\|0.29\|3.41\|3.42\|3.37\|186776;2026-05-07\|3.45\|1.17\|3.42\|3.47\|3.40\|241613;2026-05-08\|3.52\|2.03\|3.45\|3.53\|3.43\|232181;2026-05-11\|3.58\|1.70\|3.51\|3.58\|3.51\|243427;2026-05-12\|3.59\|0.28\|3.57\|3.60\|3.54\|221152;2026-05-13\|3.65\|1.67\|3.59\|3.68\|3.54\|328768;2026-05-14\|3.57\|-2.19\|3.65\|3.67\|3.57\|255751;2026-05-15\|3.54\|-0.84\|3.58\|3.59\|3.51\|208657;2026-05-18\|3.54\|0.00\|3.52\|3.56\|3.48\|188459;2026-05-19\|3.56\|0.56\|3.54\|3.56\|3.50\|127790;2026-05-20\|3.50\|-1.69\|3.54\|3.54\|3.47\|135725;2026-05-21\|3.47\|-0.86\|3.51\|3.60\|3.46\|218149;2026-05-22\|3.53\|1.73\|3.49\|3.57\|3.46\|171510;2026-05-25\|3.41\|-3.40\|3.52\|3.54\|3.39\|211970;2026-05-26\|3.39\|-0.59\|3.40\|3.41\|3.33\|181332;2026-05-27\|3.33\|-1.77\|3.38\|3.40\|3.29\|135841;2026-05-28\|3.33\|0.00\|3.33\|3.35\|3.27\|124767;2026-05-29\|3.29\|-1.20\|3.33\|3.35\|3.27\|133234;2026-06-01\|3.38\|2.74\|3.28\|3.39\|3.27\|137914;2026-06-02\|3.32\|-1.78\|3.36\|3.37\|3.30\|132458;2026-06-03\|3.28\|-1.20\|3.31\|3.32\|3.28\|103614;2026-06-04\|3.22\|-1.83\|3.27\|3.29\|3.20\|96610;2026-06-05\|3.25\|0.93\|3.21\|3.27\|3.19\|78336;2026-06-08\|3.18\|-2.15\|3.19\|3.25\|3.14\|112712;2026-06-09\|3.17\|-0.31\|3.19\|3.20\|3.15\|76198;2026-06-10\|3.10\|-2.21\|3.15\|3.16\|3.08\|115665;2026-06-11\|3.08\|-0.65\|3.09\|3.11\|3.03\|102689;2026-06-12\|3.16\|2.60\|3.09\|3.19\|3.07\|117240;2026-06-15\|3.31\|4.75\|3.16\|3.32\|3.15\|197627;2026-06-16\|3.64\|9.97\|3.29\|3.64\|3.27\|825125;2026-06-17\|3.83\|5.22\|3.61\|3.85\|3.57\|1054104;2026-06-18\|3.65\|-4.70\|3.78\|3.91\|3.65\|789106;2026-06-22\|3.68\|0.82\|3.65\|3.76\|3.49\|561177;2026-06-23\|3.59\|-2.45\|3.63\|3.70\|3.56\|302441;2026-06-24\|3.86\|9.97\|3.65\|3.86\|3.63\|584250;2026-06-25\|4.25\|10.10\|3.99\|4.25\|3.91\|1505168;2026-06-26\|4.13\|-2.82\|4.20\|4.56\|4.03\|1789318;2026-06-29\|4.26\|3.15\|4.06\|4.33\|3.99\|1074840;2026-06-30\|4.30\|0.94\|4.28\|4.45\|4.15\|807334;2026-07-01\|4.30\|0.00\|4.24\|4.53\|4.11\|776463;2026-07-02\|4.29\|-0.23\|4.22\|4.37\|4.19\|575778;2026-07-03\|4.30\|0.23\|4.28\|4.35\|4.19\|463137;2026-07-06\|4.29\|-0.23\|4.29\|4.36\|4.21\|453467;2026-07-07\|4.15\|-3.26\|4.27\|4.28\|4.13\|543344;2026-07-08\|4.04\|-2.65\|4.15\|4.43\|4.00\|857217;2026-07-09\|4.33\|7.18\|4.04\|4.43\|3.99\|994851;2026-07-10\|4.53\|4.62\|4.25\|4.67\|4.21\|963282
116757		收购湘式调料+川味调料+优化业务+回购 1、据2026年6月24日公告，公司拟使用自有资金42,210万元收购湖南坛坛香食品科技有限公司60%股权，切入湘式复合调味料赛道，目标公司2025年度营收3.05亿元，净利润5，936.67万元，原实控人承诺2026年至2028年累计净利润不低于1.5亿元。 2、据2026年6月24日公告，公司拟对有点火科技有限公司等比例全额减资并清算注销，退出非核心投资，进一步聚焦主营业务发展。 3、据2025年年报，公司主营川味复合调味料，拥有“好人家”“大红袍”等品牌，产品覆盖火锅底料等，并享受西部大开发15%企业所得税优惠；据2026年6月3日公告，公司正在实施回购股份用于员工持股计划。	公司主营火锅底料和川菜调料等，拟收购湖南坛坛香食品60%股权，完善复合调味品赛道布局	2026-03-03\|13.28\|0.45\|13.23\|13.48\|13.20\|73392;2026-03-04\|12.83\|-3.39\|13.20\|13.28\|12.73\|86816;2026-03-05\|12.84\|0.08\|12.89\|13.10\|12.76\|55213;2026-03-06\|12.91\|0.55\|12.84\|13.01\|12.60\|74721;2026-03-09\|12.74\|-1.32\|12.80\|12.99\|12.53\|101157;2026-03-10\|12.89\|1.18\|12.86\|12.90\|12.71\|48971;2026-03-11\|12.73\|-1.24\|12.88\|12.89\|12.57\|86296;2026-03-12\|12.15\|-4.56\|12.50\|12.53\|12.10\|170459;2026-03-13\|12.35\|1.65\|12.16\|12.55\|12.13\|130076;2026-03-16\|12.70\|2.83\|12.46\|12.76\|12.41\|137318;2026-03-17\|12.86\|1.26\|12.74\|13.10\|12.66\|117827;2026-03-18\|12.84\|-0.16\|12.78\|13.02\|12.72\|67354;2026-03-19\|12.40\|-3.43\|12.86\|12.87\|12.37\|66735;2026-03-20\|12.32\|-0.65\|12.41\|12.53\|12.31\|50108;2026-03-23\|11.89\|-3.49\|12.13\|12.20\|11.80\|92067;2026-03-24\|12.08\|1.60\|12.01\|12.15\|11.82\|49533;2026-03-25\|12.20\|0.99\|12.08\|12.21\|12.03\|46708;2026-03-26\|12.26\|0.49\|12.26\|12.39\|12.15\|45216;2026-03-27\|12.36\|0.82\|12.20\|12.41\|12.14\|70223;2026-03-30\|12.46\|0.81\|12.30\|12.57\|12.26\|50663;2026-03-31\|12.28\|-1.44\|12.46\|12.59\|12.28\|42279;2026-04-01\|12.59\|2.52\|12.41\|12.66\|12.30\|68583;2026-04-02\|12.88\|2.30\|12.58\|13.01\|12.52\|98576;2026-04-03\|12.60\|-2.17\|12.85\|12.91\|12.55\|54205;2026-04-07\|12.72\|0.95\|12.61\|12.89\|12.51\|62404;2026-04-08\|12.66\|-0.47\|12.80\|12.82\|12.59\|76792;2026-04-09\|13.18\|4.11\|12.62\|13.30\|12.56\|148971;2026-04-10\|13.52\|2.58\|13.25\|13.83\|13.13\|130593;2026-04-13\|13.45\|-0.52\|13.59\|13.77\|13.30\|89819;2026-04-14\|13.18\|-2.01\|13.39\|13.44\|12.98\|82001;2026-04-15\|13.15\|-0.23\|13.10\|13.18\|12.99\|58825;2026-04-16\|13.31\|1.22\|13.11\|13.41\|13.05\|100758;2026-04-17\|13.06\|-1.88\|13.23\|13.31\|12.90\|72322;2026-04-20\|13.40\|2.60\|13.06\|13.47\|13.06\|73584;2026-04-21\|13.65\|1.87\|13.37\|13.70\|13.37\|72910;2026-04-22\|13.55\|-0.73\|13.64\|13.67\|13.50\|46618;2026-04-23\|13.79\|1.77\|13.53\|13.82\|13.42\|72361;2026-04-24\|14.00\|1.52\|13.64\|14.10\|13.50\|82855;2026-04-27\|14.28\|2.00\|13.98\|14.53\|13.92\|110971;2026-04-28\|15.71\|10.01\|15.71\|15.71\|15.70\|254626;2026-04-29\|17.28\|9.99\|15.90\|17.28\|15.90\|513696;2026-04-30\|17.13\|-0.87\|16.92\|17.30\|16.17\|625437;2026-05-06\|17.11\|-0.12\|17.13\|17.30\|16.51\|359636;2026-05-07\|16.64\|-2.75\|17.18\|17.25\|16.40\|325199;2026-05-08\|16.29\|-2.10\|16.75\|16.97\|16.07\|237007;2026-05-11\|15.84\|0.64\|15.70\|15.91\|15.25\|247620;2026-05-12\|16.14\|1.89\|15.71\|16.31\|15.70\|214524;2026-05-13\|16.23\|0.56\|15.93\|16.38\|15.90\|191021;2026-05-14\|16.13\|-0.62\|16.20\|16.65\|16.04\|120852;2026-05-15\|15.98\|-0.93\|16.00\|16.18\|15.72\|118783;2026-05-18\|15.87\|-0.69\|15.96\|16.15\|15.50\|140813;2026-05-19\|15.88\|0.06\|15.87\|16.10\|15.65\|85070;2026-05-20\|16.15\|1.70\|15.83\|16.45\|15.66\|103743;2026-05-21\|15.76\|-2.41\|16.19\|16.38\|15.70\|101723;2026-05-22\|15.40\|-2.28\|15.77\|15.93\|15.38\|98942;2026-05-25\|15.34\|-0.39\|15.31\|16.00\|15.18\|102546;2026-05-26\|15.03\|-2.02\|15.27\|15.46\|14.88\|104106;2026-05-27\|14.97\|-0.40\|14.98\|15.19\|14.58\|120441;2026-05-28\|14.70\|-1.80\|15.07\|15.07\|14.51\|88095;2026-05-29\|14.81\|0.75\|14.70\|15.01\|14.51\|99640;2026-06-01\|14.95\|0.95\|14.71\|15.00\|14.51\|136717;2026-06-02\|14.60\|-2.34\|15.01\|15.20\|14.29\|116557;2026-06-03\|14.12\|-3.29\|14.55\|14.66\|14.11\|88740;2026-06-04\|13.62\|-3.54\|14.10\|14.25\|13.48\|100317;2026-06-05\|13.69\|0.51\|13.62\|13.84\|13.48\|102954;2026-06-08\|13.11\|-4.24\|13.52\|13.71\|12.98\|124243;2026-06-09\|13.28\|1.30\|13.15\|13.35\|13.00\|92714;2026-06-10\|13.70\|3.16\|13.09\|13.84\|13.05\|113798;2026-06-11\|13.56\|-1.02\|13.78\|13.78\|13.49\|106313;2026-06-12\|13.82\|1.92\|13.50\|13.97\|13.42\|107662;2026-06-15\|13.89\|0.51\|13.82\|14.22\|13.80\|112634;2026-06-16\|13.67\|-1.58\|13.86\|13.89\|13.45\|84295;2026-06-17\|13.61\|-0.44\|13.86\|13.97\|13.45\|65719;2026-06-18\|13.58\|-0.22\|13.45\|13.70\|13.40\|63333;2026-06-22\|13.42\|-1.18\|13.80\|13.95\|13.19\|94106;2026-06-23\|13.41\|-0.07\|13.50\|13.85\|13.28\|97431;2026-06-24\|14.75\|9.99\|14.59\|14.75\|14.45\|58354;2026-06-25\|13.29\|-9.90\|14.61\|14.70\|13.28\|309672;2026-06-26\|13.15\|-1.05\|13.25\|14.12\|13.14\|263398;2026-06-29\|13.51\|2.74\|12.96\|13.60\|12.50\|241331;2026-06-30\|13.01\|-3.70\|13.27\|13.70\|12.90\|166993;2026-07-01\|13.60\|4.54\|12.97\|13.77\|12.61\|187313;2026-07-02\|13.78\|1.32\|13.68\|14.35\|13.50\|137204;2026-07-03\|14.04\|1.89\|13.87\|14.50\|13.85\|178223;2026-07-06\|14.25\|1.50\|13.97\|14.62\|13.90\|149177;2026-07-07\|14.01\|-1.68\|14.16\|14.52\|13.99\|124166;2026-07-08\|14.15\|1.00\|13.91\|14.29\|13.76\|126948;2026-07-09\|13.32\|-5.87\|13.87\|14.45\|12.97\|250529;2026-07-10\|13.85\|3.98\|13.58\|13.95\|13.13\|219140
116756		职业装+校服+通勤服拓展 1、据2026年5月13日投资者关系活动记录表，公司主动开拓航空、服务等新行业客户，并稳步培育校服及通勤服等新增长点，正推进通勤服研发中心建设，尝试将职业装优势延伸至多元化着装场景。 2、据2025年年度报告，公司核心业务为“乔治白”品牌职业装及校服，定位“中高端职业装领导者”，以“一人一版”量身定制为核心竞争力，客户涵盖金融、电力、电信等行业。 3、据2026年5月13日投资者关系活动记录表，公司技术层面持续迭代核心工艺，市场层面主动开拓新行业客户，业务层面稳步培育校服及通勤服等新增长点。	中高端职业装领导者；公司主要从事“乔治白”“giuseppe”品牌的职业装以及校服产品设计研产销	2026-03-03\|5.00\|-0.99\|5.07\|5.16\|4.99\|127328;2026-03-04\|4.95\|-1.00\|4.94\|5.03\|4.89\|89774;2026-03-05\|5.01\|1.21\|5.07\|5.10\|4.97\|68178;2026-03-06\|5.25\|4.79\|5.01\|5.26\|4.97\|97172;2026-03-09\|5.20\|-0.95\|5.17\|5.28\|5.12\|100743;2026-03-10\|5.30\|1.92\|5.22\|5.32\|5.20\|85412;2026-03-11\|5.28\|-0.38\|5.31\|5.34\|5.23\|68546;2026-03-12\|5.22\|-1.14\|5.30\|5.33\|5.20\|69579;2026-03-13\|5.26\|0.77\|5.20\|5.33\|5.18\|73322;2026-03-16\|5.24\|-0.38\|5.26\|5.33\|5.19\|78795;2026-03-17\|5.15\|-1.72\|5.27\|5.29\|5.12\|79865;2026-03-18\|5.22\|1.36\|5.15\|5.24\|5.09\|93190;2026-03-19\|5.06\|-3.07\|5.22\|5.23\|5.03\|79292;2026-03-20\|4.84\|-4.35\|5.07\|5.11\|4.83\|131786;2026-03-23\|4.50\|-7.02\|4.72\|4.75\|4.40\|194114;2026-03-24\|4.70\|4.44\|4.64\|4.71\|4.46\|186963;2026-03-25\|4.81\|2.34\|4.76\|4.82\|4.68\|115294;2026-03-26\|4.75\|-1.25\|4.83\|4.89\|4.73\|123864;2026-03-27\|4.86\|2.32\|4.72\|4.86\|4.72\|96146;2026-03-30\|4.95\|1.85\|4.81\|4.98\|4.81\|109924;2026-03-31\|4.95\|0.00\|4.99\|5.10\|4.91\|133750;2026-04-01\|4.91\|-0.81\|5.03\|5.08\|4.86\|91875;2026-04-02\|4.81\|-2.04\|4.96\|4.96\|4.76\|118140;2026-04-03\|4.53\|-5.82\|4.81\|4.82\|4.51\|117960;2026-04-07\|4.72\|4.19\|4.52\|4.73\|4.46\|157699;2026-04-08\|4.90\|3.81\|4.84\|4.94\|4.81\|140134;2026-04-09\|4.82\|-1.63\|4.92\|4.94\|4.81\|82383;2026-04-10\|4.89\|1.45\|4.86\|4.95\|4.81\|85209;2026-04-13\|4.83\|-1.23\|4.86\|4.89\|4.77\|82704;2026-04-14\|4.79\|-0.83\|4.86\|4.88\|4.72\|98874;2026-04-15\|4.74\|-1.04\|4.80\|4.83\|4.72\|93330;2026-04-16\|4.90\|3.38\|4.74\|4.92\|4.68\|107560;2026-04-17\|5.08\|3.67\|5.17\|5.39\|5.05\|554679;2026-04-20\|5.12\|0.79\|5.20\|5.26\|5.07\|406558;2026-04-21\|4.98\|-2.73\|5.12\|5.20\|4.94\|224373;2026-04-22\|4.85\|-2.61\|4.98\|5.03\|4.83\|166935;2026-04-23\|4.83\|-0.41\|4.85\|4.87\|4.79\|159712;2026-04-24\|4.84\|0.21\|4.84\|4.88\|4.74\|169171;2026-04-27\|4.96\|2.48\|4.87\|4.98\|4.72\|206254;2026-04-28\|4.97\|0.20\|4.96\|5.01\|4.89\|155271;2026-04-29\|4.99\|0.40\|4.90\|5.02\|4.77\|262330;2026-04-30\|5.04\|1.00\|5.09\|5.10\|4.98\|180379;2026-05-06\|4.95\|-1.79\|5.06\|5.12\|4.89\|173620;2026-05-07\|4.95\|0.00\|4.96\|5.02\|4.93\|156439;2026-05-08\|5.02\|1.41\|4.96\|5.03\|4.89\|126238;2026-05-11\|4.98\|-0.80\|5.01\|5.04\|4.91\|150603;2026-05-12\|4.85\|-2.61\|4.97\|5.00\|4.84\|141924;2026-05-13\|4.84\|-0.21\|4.89\|4.91\|4.81\|135911;2026-05-14\|4.78\|-1.24\|4.85\|4.86\|4.76\|108077;2026-05-15\|4.79\|0.21\|4.79\|4.86\|4.74\|110839;2026-05-18\|4.83\|0.84\|4.79\|4.83\|4.69\|113723;2026-05-19\|4.83\|0.00\|4.87\|4.89\|4.73\|119223;2026-05-20\|4.75\|-1.66\|4.83\|4.84\|4.71\|99564;2026-05-21\|4.56\|-4.00\|4.77\|4.82\|4.56\|126613;2026-05-22\|4.74\|3.95\|4.64\|4.76\|4.50\|120233;2026-05-25\|4.65\|-1.90\|4.73\|4.80\|4.60\|135872;2026-05-26\|4.51\|-3.01\|4.68\|4.68\|4.47\|128738;2026-05-27\|4.37\|-3.10\|4.51\|4.53\|4.31\|109525;2026-05-28\|4.37\|0.00\|4.35\|4.42\|4.28\|104208;2026-05-29\|4.32\|-1.14\|4.37\|4.44\|4.28\|112484;2026-06-01\|4.53\|4.86\|4.29\|4.53\|4.23\|123403;2026-06-02\|4.42\|-2.43\|4.53\|4.66\|4.39\|128511;2026-06-03\|4.31\|-2.49\|4.42\|4.50\|4.27\|117200;2026-06-04\|4.28\|-0.70\|4.28\|4.34\|4.21\|90802;2026-06-05\|4.38\|2.34\|4.28\|4.42\|4.21\|93252;2026-06-08\|4.27\|-2.51\|4.31\|4.41\|4.23\|116166;2026-06-09\|4.30\|0.70\|4.31\|4.36\|4.23\|95066;2026-06-10\|4.25\|-1.16\|4.30\|4.31\|4.19\|89228;2026-06-11\|4.18\|0.24\|4.18\|4.22\|4.10\|88218;2026-06-12\|4.24\|1.44\|4.20\|4.26\|4.12\|79301;2026-06-15\|4.46\|5.19\|4.27\|4.56\|4.24\|225508;2026-06-16\|4.29\|-3.81\|4.44\|4.44\|4.24\|190229;2026-06-17\|4.18\|-2.56\|4.31\|4.31\|4.15\|106003;2026-06-18\|4.16\|-0.48\|4.16\|4.20\|4.05\|90723;2026-06-22\|4.19\|0.72\|4.13\|4.20\|4.00\|98458;2026-06-23\|4.61\|10.02\|4.16\|4.61\|4.16\|266882;2026-06-24\|5.07\|9.98\|4.85\|5.07\|4.68\|564569;2026-06-25\|4.56\|-10.06\|4.93\|5.13\|4.56\|556012;2026-06-26\|4.52\|-0.88\|4.38\|4.63\|4.28\|492688;2026-06-29\|4.97\|9.96\|4.44\|4.97\|4.35\|452495;2026-06-30\|5.24\|5.43\|5.05\|5.25\|4.93\|583443;2026-07-01\|5.43\|3.63\|5.29\|5.60\|5.26\|470121;2026-07-02\|5.54\|2.03\|5.43\|5.74\|5.38\|355262;2026-07-03\|5.65\|1.99\|5.49\|5.65\|5.43\|329381;2026-07-06\|5.49\|-2.83\|5.65\|6.00\|5.45\|424503;2026-07-07\|5.32\|-3.10\|5.52\|5.59\|5.27\|294615;2026-07-08\|5.29\|-0.56\|5.29\|5.37\|5.18\|223465;2026-07-09\|5.33\|0.76\|5.30\|5.35\|5.08\|230754;2026-07-10\|5.85\|9.76\|5.40\|5.86\|5.25\|420214
116755		皮鞋+C2M+大股东再质押+业绩扭亏 1、公司主要从事皮鞋及皮具产品的研发、生产与销售，实施以“奥康”品牌为主，“康龙”、“斯凯奇”及“彪马”等品牌为辅的多品牌运营模式。 2、据2025年年度报告，公司智能产线覆盖超70%制造环节，推进个性化设计与小单快反模式落地，强化C2M模式。 3、据2026年4月28日一季报，公司2026年第一季度实现归母净利润2539.00万元，同比扭亏为盈。 4、据2026年6月18日公告，公司实际控制人王振滔于6月15日及16日将其持有的3600万股股份解除质押后再次进行质押。	公司为定位中高端商务时尚的国内皮鞋龙头，一季度业绩扭亏为盈	2026-03-03\|8.86\|-3.59\|9.26\|9.26\|8.84\|73303;2026-03-04\|8.71\|-1.69\|8.75\|8.90\|8.43\|73955;2026-03-05\|9.58\|9.99\|8.88\|9.58\|8.75\|114459;2026-03-06\|9.60\|0.21\|9.45\|9.67\|9.31\|121464;2026-03-09\|9.64\|0.42\|9.61\|9.68\|9.17\|89786;2026-03-10\|9.94\|3.11\|9.67\|9.96\|9.55\|76602;2026-03-11\|9.81\|-1.31\|9.94\|10.01\|9.77\|66379;2026-03-12\|9.70\|-1.12\|9.79\|9.95\|9.62\|68133;2026-03-13\|9.19\|-5.26\|9.70\|9.72\|8.77\|181490;2026-03-16\|8.97\|-2.39\|8.91\|9.06\|8.77\|78364;2026-03-17\|8.79\|-2.01\|9.11\|9.11\|8.75\|64852;2026-03-18\|8.91\|1.37\|8.73\|9.01\|8.69\|73635;2026-03-19\|8.65\|-2.92\|8.79\|8.88\|8.56\|73780;2026-03-20\|8.54\|-1.27\|8.65\|8.69\|8.50\|61433;2026-03-23\|8.26\|-3.28\|8.48\|8.51\|8.12\|85019;2026-03-24\|8.89\|7.63\|8.47\|8.96\|8.30\|93998;2026-03-25\|9.35\|5.17\|8.88\|9.35\|8.84\|93351;2026-03-26\|9.42\|0.75\|9.27\|9.44\|9.15\|64663;2026-03-27\|8.97\|-4.78\|9.30\|9.30\|8.72\|127373;2026-03-30\|9.20\|2.56\|8.84\|9.20\|8.75\|79765;2026-03-31\|9.02\|-1.96\|9.17\|9.35\|8.92\|63157;2026-04-01\|9.06\|0.44\|9.09\|9.27\|9.00\|49255;2026-04-02\|8.95\|-1.21\|9.06\|9.06\|8.83\|43875;2026-04-03\|9.16\|2.35\|8.90\|9.16\|8.81\|64221;2026-04-07\|8.82\|-3.71\|9.20\|9.25\|8.74\|65173;2026-04-08\|9.29\|5.33\|8.85\|9.39\|8.85\|100324;2026-04-09\|9.11\|-1.94\|9.28\|9.29\|9.04\|56158;2026-04-10\|9.10\|-0.11\|9.11\|9.33\|9.08\|50755;2026-04-13\|9.10\|0.00\|8.99\|9.12\|8.94\|39843;2026-04-14\|9.12\|0.22\|9.13\|9.30\|9.07\|40658;2026-04-15\|9.48\|3.95\|9.18\|9.65\|9.08\|118346;2026-04-16\|9.28\|-2.11\|9.45\|9.70\|9.20\|89730;2026-04-17\|9.30\|0.22\|9.21\|9.40\|9.14\|67066;2026-04-20\|9.19\|-1.18\|9.31\|9.37\|9.14\|56764;2026-04-21\|9.25\|0.65\|9.17\|9.27\|8.78\|124562;2026-04-22\|8.84\|-4.43\|9.18\|9.18\|8.82\|118261;2026-04-23\|8.63\|-2.38\|8.84\|8.88\|8.63\|57317;2026-04-24\|8.62\|-0.12\|8.65\|8.72\|8.55\|61327;2026-04-27\|8.87\|2.90\|8.66\|8.91\|8.56\|127793;2026-04-28\|8.38\|-5.52\|8.89\|8.96\|8.36\|159416;2026-04-29\|8.48\|1.19\|8.38\|8.59\|8.33\|88742;2026-04-30\|8.23\|-2.95\|8.52\|8.52\|8.20\|136542;2026-05-06\|9.05\|9.96\|8.31\|9.05\|8.28\|168969;2026-05-07\|9.36\|3.43\|9.13\|9.57\|9.05\|267691;2026-05-08\|9.79\|4.59\|9.55\|9.84\|9.40\|171972;2026-05-11\|9.20\|-6.03\|9.62\|9.80\|9.17\|170404;2026-05-12\|9.17\|-0.33\|9.25\|9.33\|9.13\|111023;2026-05-13\|9.22\|0.55\|9.20\|9.26\|9.01\|94680;2026-05-14\|9.03\|-2.06\|9.22\|9.25\|9.03\|105884;2026-05-15\|8.90\|-1.44\|9.03\|9.10\|8.81\|104168;2026-05-18\|8.81\|-1.01\|8.84\|8.91\|8.68\|86674;2026-05-19\|9.04\|2.61\|8.81\|9.40\|8.81\|151510;2026-05-20\|9.15\|1.22\|8.99\|9.19\|8.90\|69861;2026-05-21\|8.81\|-3.72\|9.21\|9.22\|8.71\|96581;2026-05-22\|9.69\|9.99\|8.78\|9.69\|8.78\|198759;2026-05-25\|10.66\|10.01\|9.90\|10.66\|9.73\|433136;2026-05-26\|10.79\|1.22\|11.05\|11.73\|10.52\|546863;2026-05-27\|10.56\|-2.13\|10.60\|10.78\|10.17\|360789;2026-05-28\|10.27\|-2.75\|10.56\|10.61\|10.13\|207390;2026-05-29\|10.11\|-1.56\|10.30\|10.53\|9.97\|212614;2026-06-01\|9.94\|-1.68\|10.08\|11.12\|9.72\|315696;2026-06-02\|10.45\|5.13\|9.98\|10.50\|9.82\|256804;2026-06-03\|10.83\|3.64\|10.45\|10.95\|10.11\|243583;2026-06-04\|10.77\|-0.55\|10.95\|11.12\|10.58\|189092;2026-06-05\|10.60\|-1.58\|10.83\|10.99\|10.25\|195957;2026-06-08\|10.21\|-3.68\|10.31\|10.55\|9.96\|181745;2026-06-09\|10.33\|1.18\|10.49\|10.67\|10.23\|109560;2026-06-10\|10.64\|3.00\|10.33\|10.76\|10.11\|172233;2026-06-11\|9.58\|-9.96\|10.48\|10.57\|9.58\|223196;2026-06-12\|9.64\|0.63\|9.77\|9.98\|9.47\|197232;2026-06-15\|10.38\|7.68\|9.63\|10.38\|9.53\|161709;2026-06-16\|11.02\|6.17\|10.38\|11.17\|10.34\|210130;2026-06-17\|10.81\|-1.91\|10.90\|11.09\|10.67\|158577;2026-06-18\|11.89\|9.99\|10.88\|11.89\|10.83\|406653;2026-06-22\|12.72\|6.98\|11.98\|12.95\|11.98\|443656;2026-06-23\|12.85\|1.02\|12.70\|13.29\|12.50\|273351;2026-06-24\|14.14\|10.04\|13.20\|14.14\|13.19\|321703;2026-07-02\|12.73\|-9.97\|12.73\|12.73\|12.73\|5595;2026-07-03\|11.46\|-9.98\|11.46\|11.46\|11.46\|1552;2026-07-06\|10.31\|-10.03\|10.31\|10.31\|10.31\|28666;2026-07-07\|9.28\|-9.99\|9.28\|9.28\|9.28\|42800;2026-07-08\|8.38\|-9.70\|8.98\|9.20\|8.35\|722933;2026-07-09\|7.54\|-10.02\|7.80\|7.88\|7.54\|438680;2026-07-10\|7.24\|-3.98\|7.28\|7.58\|7.21\|473913
116754		涨停揭秘：中国航天密集发射及商业航天加速发展，公司热敏磁票市占率100%，新材料技术延伸至卫星载荷结构件领域；涨停缘由：2026年上半年我国航天发射次数达58次，同比增长32%；公司承担多项航天特种材料研制任务，技术壁垒高且替代难度大；资金逻辑：小市值+低估值+高分红特征吸引游资关注，6月24日换手率达8.2%，主力与游资协同推升股价；风险提示：航天订单存在季节性波动，收入确认节奏不均衡；新材料产业化进度存在不确定性	中国航天科技集团旗下，主要从事热敏磁票、磁条等新材料的研产销，是国内最大的热敏磁票生产企业，占据热敏磁火车票领域的全部市场份额	2026-03-03\|23.15\|-6.73\|24.62\|24.69\|22.61\|313614;2026-03-04\|22.48\|-2.89\|22.61\|23.06\|22.27\|178917;2026-03-05\|22.75\|1.20\|23.01\|23.29\|22.46\|146964;2026-03-06\|23.00\|1.10\|22.51\|23.26\|22.40\|152850;2026-03-09\|22.60\|-1.74\|22.71\|22.73\|22.03\|155056;2026-03-10\|23.07\|2.08\|22.79\|23.35\|22.79\|129145;2026-03-11\|22.66\|-1.78\|23.08\|23.15\|22.61\|134760;2026-03-12\|22.17\|-2.16\|22.56\|22.65\|22.05\|132541;2026-03-13\|22.00\|-0.77\|22.03\|22.41\|21.87\|106725;2026-03-16\|22.05\|0.23\|21.87\|22.13\|21.72\|90937;2026-03-17\|20.80\|-5.67\|21.75\|21.75\|20.72\|230695;2026-03-18\|21.09\|1.39\|20.80\|21.20\|20.52\|146685;2026-03-19\|20.56\|-2.51\|20.83\|20.90\|20.40\|111834;2026-03-20\|20.08\|-2.33\|20.71\|20.80\|20.06\|93537;2026-03-23\|19.38\|-3.49\|19.80\|20.26\|19.20\|155884;2026-03-24\|19.70\|1.65\|19.66\|19.76\|19.16\|114336;2026-03-25\|20.01\|1.57\|19.71\|20.10\|19.71\|97439;2026-03-26\|19.80\|-1.05\|20.09\|20.15\|19.60\|91278;2026-03-27\|19.94\|0.71\|19.50\|20.05\|19.36\|78315;2026-03-30\|20.06\|0.60\|19.61\|20.12\|19.55\|90809;2026-03-31\|20.15\|0.45\|20.02\|20.57\|20.02\|147345;2026-04-01\|20.17\|0.10\|20.50\|20.58\|19.97\|122049;2026-04-02\|19.76\|-2.03\|20.05\|20.14\|19.62\|89274;2026-04-03\|19.29\|-2.38\|19.82\|19.85\|19.28\|66683;2026-04-07\|19.34\|0.26\|19.38\|19.55\|19.22\|66560;2026-04-08\|20.40\|5.48\|19.74\|20.40\|19.74\|156196;2026-04-09\|20.26\|-0.69\|20.21\|20.57\|20.03\|120651;2026-04-10\|20.52\|1.28\|20.44\|20.79\|20.27\|127883;2026-04-13\|20.73\|1.02\|20.50\|20.92\|20.36\|123346;2026-04-14\|20.52\|-1.01\|20.45\|20.52\|19.99\|196687;2026-04-15\|20.44\|-0.39\|20.51\|20.98\|20.42\|157318;2026-04-16\|20.55\|0.54\|20.44\|20.61\|20.26\|114243;2026-04-17\|20.50\|-0.24\|20.55\|20.62\|20.30\|102053;2026-04-20\|20.96\|2.24\|20.53\|21.12\|20.53\|197376;2026-04-21\|20.77\|-0.91\|21.00\|21.00\|20.65\|116816;2026-04-22\|21.14\|1.78\|21.06\|21.30\|20.85\|221686;2026-04-23\|20.42\|-3.41\|20.96\|21.00\|20.23\|170697;2026-04-24\|19.95\|-2.30\|20.22\|20.41\|19.87\|109806;2026-04-27\|19.81\|-0.70\|19.85\|20.05\|19.61\|91229;2026-04-28\|18.68\|-5.70\|19.63\|19.80\|18.52\|184465;2026-04-29\|18.95\|1.45\|18.60\|19.07\|18.51\|85091;2026-04-30\|18.99\|0.21\|18.95\|19.10\|18.74\|89655;2026-05-06\|19.43\|2.32\|18.99\|19.72\|18.86\|126291;2026-05-07\|19.53\|0.51\|19.52\|19.56\|19.31\|87584;2026-05-08\|19.99\|2.36\|19.49\|20.04\|19.37\|149952;2026-05-11\|19.79\|-1.00\|20.05\|20.12\|19.67\|133553;2026-05-12\|19.26\|-2.68\|19.79\|19.79\|19.17\|111116;2026-05-13\|19.46\|1.04\|19.15\|19.65\|19.09\|89980;2026-05-14\|18.67\|-4.06\|19.59\|19.61\|18.66\|117332;2026-05-15\|18.61\|-0.32\|18.59\|19.05\|18.50\|103920;2026-05-18\|18.61\|0.00\|18.55\|18.76\|18.30\|69302;2026-05-19\|18.45\|-0.86\|18.50\|18.64\|18.12\|83244;2026-05-20\|18.13\|-1.73\|18.32\|18.38\|18.02\|69490;2026-05-21\|17.63\|-2.76\|18.20\|18.47\|17.61\|95834;2026-05-22\|17.90\|1.53\|17.70\|18.00\|17.56\|73959;2026-05-25\|17.50\|-2.23\|17.97\|18.07\|17.30\|91147;2026-05-26\|17.32\|-1.03\|17.50\|17.59\|17.05\|108508;2026-05-27\|16.75\|-3.29\|17.28\|17.45\|16.60\|103212;2026-05-28\|16.99\|1.43\|16.78\|17.09\|16.62\|82424;2026-05-29\|16.21\|-4.59\|16.94\|17.00\|16.15\|101962;2026-06-01\|16.30\|0.56\|16.22\|16.54\|16.16\|65865;2026-06-02\|16.08\|-1.35\|16.35\|16.38\|15.89\|63196;2026-06-03\|16.05\|-0.19\|16.08\|16.29\|15.97\|75519;2026-06-04\|15.76\|-1.81\|15.95\|16.08\|15.67\|69006;2026-06-05\|16.09\|2.09\|15.95\|16.43\|15.67\|105916;2026-06-08\|15.44\|-4.04\|15.89\|16.06\|15.20\|105029;2026-06-09\|15.91\|3.04\|15.54\|16.06\|15.30\|109183;2026-06-10\|15.77\|-0.88\|15.80\|16.19\|15.64\|95266;2026-06-11\|15.51\|-1.65\|15.72\|15.77\|15.39\|65300;2026-06-12\|16.16\|4.19\|15.80\|16.48\|15.63\|148526;2026-06-15\|16.43\|1.67\|16.08\|16.45\|16.08\|110452;2026-06-16\|16.20\|-1.40\|16.38\|16.46\|16.16\|92692;2026-06-17\|15.85\|-0.19\|15.90\|16.01\|15.65\|84425;2026-06-18\|15.71\|-0.88\|15.72\|15.95\|15.52\|69127;2026-06-22\|15.46\|-1.59\|15.70\|15.70\|14.96\|106046;2026-06-23\|15.03\|-2.78\|15.40\|15.52\|14.93\|83281;2026-06-24\|16.79\|11.71\|15.19\|17.59\|14.91\|372874;2026-06-25\|16.55\|-1.43\|16.77\|17.45\|16.51\|293919;2026-06-26\|17.42\|5.26\|16.57\|17.69\|16.07\|364747;2026-06-29\|17.01\|-2.35\|17.42\|17.42\|16.84\|224824;2026-06-30\|16.83\|-1.06\|16.84\|17.17\|16.57\|185700;2026-07-01\|16.92\|0.53\|16.72\|17.27\|16.64\|190839;2026-07-02\|17.48\|3.31\|16.76\|17.74\|16.55\|278307;2026-07-03\|17.86\|2.17\|17.29\|18.17\|17.23\|303096;2026-07-06\|17.02\|-4.70\|17.70\|18.03\|16.91\|203020;2026-07-07\|15.91\|-6.52\|16.77\|17.00\|15.87\|164570;2026-07-08\|16.15\|1.51\|15.95\|16.47\|15.84\|106131;2026-07-09\|15.62\|-3.28\|16.00\|16.00\|15.20\|136924;2026-07-10\|16.62\|6.40\|15.60\|17.23\|15.20\|245040
116753		涨停揭秘：受益长征系列火箭密集首飞及智神星一号可复用火箭临近首飞催化，叠加人形机器人PEEK材料概念强化；涨停缘由：控股子公司成都新月深度参与军机与航发配套；PEEK紧固件切入人形机器人供应链；2025年分红预案落地增强市场信心；资金逻辑：主力资金借航天板块情绪高潮回流低位军工标的，叠加高弹性小市值特征吸引游资接力；风险提示：2025年净利润仅1292万元，分红总额占净利40.83%，持续经营能力与订单能见度仍需验证	1、控股子公司成都新月，属于航空航天军工领域，产品主要为军用飞机零件等，客户涵盖中航工业下属多家军机主机厂以及航空发动机制造单位； 2、公司可以提供多种紧固件、PEEK材质产品，其中PEEK为市场热门的人形机器人材料之一	2026-03-03\|156.99\|-11.41\|174.00\|174.01\|156.99\|110282;2026-03-04\|164.15\|4.56\|156.00\|167.00\|155.00\|89032;2026-03-05\|164.41\|0.16\|168.00\|168.00\|160.00\|74606;2026-03-06\|167.23\|1.72\|164.00\|172.50\|161.80\|95623;2026-03-09\|164.58\|-1.58\|158.31\|164.77\|157.46\|81521;2026-03-10\|168.27\|2.24\|164.52\|172.00\|163.70\|74783;2026-03-11\|162.80\|-3.25\|169.00\|169.88\|162.30\|69534;2026-03-12\|158.85\|-2.43\|162.81\|166.50\|158.10\|59519;2026-03-13\|146.50\|-7.77\|157.01\|158.01\|145.80\|98192;2026-03-16\|145.23\|-0.87\|146.51\|148.44\|142.20\|55371;2026-03-17\|139.73\|-3.79\|147.00\|147.80\|139.60\|50072;2026-03-18\|151.80\|8.64\|141.30\|152.40\|139.01\|105436;2026-03-19\|148.80\|-1.98\|146.01\|152.97\|146.00\|78919;2026-03-20\|144.50\|-2.89\|150.86\|151.99\|144.00\|63386;2026-03-23\|139.18\|-3.68\|142.95\|150.00\|138.99\|77904;2026-03-24\|139.77\|0.42\|143.20\|143.90\|134.58\|64163;2026-03-25\|141.70\|1.38\|143.01\|145.93\|141.00\|61455;2026-03-26\|146.55\|3.42\|145.02\|147.57\|138.08\|102534;2026-03-27\|142.90\|-2.49\|140.00\|145.89\|136.51\|88549;2026-03-30\|162.18\|13.49\|141.51\|168.60\|141.51\|180135;2026-03-31\|165.35\|1.95\|162.18\|174.94\|162.18\|188457;2026-04-01\|162.65\|-1.63\|166.50\|168.05\|157.99\|129232;2026-04-02\|150.85\|-7.25\|155.00\|156.59\|150.01\|111384;2026-04-03\|144.55\|-4.18\|152.80\|154.25\|142.53\|91845;2026-04-07\|140.21\|-3.00\|144.83\|146.66\|139.68\|61582;2026-04-08\|154.99\|10.54\|144.46\|158.66\|144.45\|116794;2026-04-09\|149.94\|-3.26\|150.50\|153.90\|148.61\|75088;2026-04-10\|149.62\|-0.21\|151.00\|154.96\|149.23\|79936;2026-04-13\|154.88\|3.52\|149.00\|157.50\|148.01\|96369;2026-04-14\|163.92\|5.84\|155.00\|164.64\|152.25\|133611;2026-04-15\|167.18\|1.99\|164.34\|174.87\|164.28\|152789;2026-04-16\|169.47\|1.37\|167.18\|172.04\|166.26\|103029;2026-04-17\|168.00\|-0.87\|168.50\|169.80\|165.01\|87609;2026-04-20\|178.25\|6.10\|169.01\|182.20\|167.00\|152878;2026-04-21\|180.13\|1.05\|176.56\|186.66\|175.79\|120805;2026-04-22\|177.94\|-1.22\|174.00\|177.99\|170.00\|109393;2026-04-23\|174.90\|-1.71\|176.17\|183.33\|170.40\|102822;2026-04-24\|169.02\|-3.36\|173.00\|176.76\|167.27\|84488;2026-04-27\|167.50\|-0.90\|166.04\|170.99\|165.77\|67785;2026-04-28\|167.95\|0.27\|167.00\|172.70\|161.16\|77313;2026-04-29\|167.28\|-0.40\|165.15\|170.78\|165.15\|52631;2026-04-30\|174.60\|4.38\|167.00\|176.25\|165.52\|86953;2026-05-06\|185.86\|6.45\|173.00\|186.01\|172.80\|123788;2026-05-07\|187.09\|0.66\|185.00\|189.48\|181.40\|114840;2026-05-08\|196.83\|5.21\|186.00\|205.00\|185.10\|131792;2026-05-11\|198.90\|1.05\|202.00\|203.60\|193.60\|113061;2026-05-12\|189.71\|-4.62\|198.00\|198.64\|187.98\|87648;2026-05-13\|190.40\|0.36\|187.90\|192.98\|185.00\|77466;2026-05-14\|178.00\|-6.51\|189.14\|193.00\|178.00\|85958;2026-05-15\|169.55\|-4.75\|177.13\|178.88\|166.20\|89371;2026-05-18\|173.31\|2.22\|170.00\|180.66\|170.00\|81179;2026-05-19\|167.98\|-3.08\|173.20\|174.97\|164.58\|65580;2026-05-20\|168.00\|0.01\|166.00\|169.74\|163.80\|50890;2026-05-21\|160.18\|-4.65\|169.70\|170.00\|160.00\|64172;2026-05-22\|162.65\|1.54\|160.28\|162.88\|155.19\|53702;2026-05-25\|160.65\|-1.23\|165.61\|166.00\|157.00\|56006;2026-05-26\|152.91\|-4.82\|159.90\|160.00\|149.45\|65973;2026-05-27\|150.51\|-1.57\|155.50\|156.55\|148.18\|52881;2026-05-28\|154.47\|2.63\|151.56\|155.99\|150.16\|56491;2026-05-29\|142.38\|-7.83\|152.00\|152.98\|140.00\|72762;2026-06-01\|138.47\|-2.75\|144.11\|144.77\|138.39\|40067;2026-06-02\|99.01\|0.14\|100.98\|101.00\|95.50\|62902;2026-06-03\|102.81\|3.84\|99.96\|105.97\|98.89\|87084;2026-06-04\|101.41\|-1.36\|100.89\|103.33\|100.74\|51775;2026-06-05\|104.16\|2.71\|103.99\|106.66\|99.58\|127861;2026-06-08\|97.69\|-6.21\|100.66\|106.16\|97.46\|101079;2026-06-09\|99.86\|2.22\|98.85\|100.42\|94.70\|91022;2026-06-10\|99.85\|-0.01\|100.94\|102.58\|97.55\|77475;2026-06-11\|100.00\|0.15\|98.85\|101.55\|97.23\|71025;2026-06-12\|101.44\|1.44\|102.85\|105.89\|99.00\|105253;2026-06-15\|97.38\|-4.00\|99.77\|99.80\|95.80\|100502;2026-06-16\|95.56\|-1.87\|99.50\|99.89\|95.31\|100867;2026-06-17\|97.47\|2.00\|94.57\|101.48\|94.57\|114615;2026-06-18\|105.35\|8.08\|96.21\|105.82\|95.65\|153804;2026-06-22\|99.36\|-5.69\|105.50\|105.79\|95.34\|154093;2026-06-23\|95.50\|-3.88\|97.72\|98.97\|95.00\|76244;2026-06-24\|107.00\|12.04\|95.50\|108.99\|92.40\|188889;2026-06-25\|104.30\|-2.52\|106.60\|108.60\|102.35\|111146;2026-06-26\|110.18\|5.64\|102.31\|113.43\|100.40\|169546;2026-06-29\|108.85\|-1.21\|109.30\|109.80\|105.36\|118504;2026-06-30\|111.56\|2.49\|110.99\|113.72\|108.70\|148645;2026-07-01\|110.80\|-0.68\|109.18\|114.88\|107.80\|137451;2026-07-02\|106.18\|-4.17\|108.88\|113.94\|106.18\|99207;2026-07-03\|118.64\|11.73\|108.00\|120.70\|107.38\|211451;2026-07-06\|107.01\|-9.80\|119.00\|120.20\|107.01\|160578;2026-07-07\|102.70\|-4.03\|107.00\|111.86\|100.03\|110247;2026-07-08\|96.22\|-6.31\|101.90\|103.99\|96.20\|87872;2026-07-09\|102.90\|6.94\|97.04\|103.30\|94.65\|86620;2026-07-10\|114.88\|11.64\|102.00\|123.48\|99.26\|290934
116752		T1200级碳纤维+全球首发+央企+扭亏行业原因： 3月11日，我国自主研发的T1200级超高强度碳纤维将全球首发。这一突破填补了全球相关领域的空白，标志着我国在超高强度碳纤维生产领域实现了重大跨越。公司原因： 1、据2026年3月12日公告，公司正式发布SYT80T1200级碳纤维新品，实现百吨级制备，拉伸强度8000MPa，填补全球空白。 2、据2025年12月25日机构调研纪要，公司已完成实验室级T1200级超高强度碳纤维开发，具备航空航天及高端体育应用潜力。 3、据2026年1月29日公告，公司预计2025年营收21-23亿元、净利0.8-1.2亿元，实现扭亏为盈。 4、据2025年3月26日2024年度报告，公司最终控制人为中国建材集团有限公司，具备央企背景。	公司M55J级碳纤维产品可满足卫星等高端领域应用，正在卫星结构件领域应用验证	2026-03-03\|29.88\|-7.49\|32.32\|32.57\|29.79\|65151;2026-03-04\|30.25\|1.24\|29.50\|30.74\|29.30\|50214;2026-03-05\|30.30\|0.17\|30.70\|30.92\|29.91\|38134;2026-03-06\|30.34\|0.13\|30.25\|30.95\|30.12\|38266;2026-03-09\|30.04\|-0.99\|30.00\|30.24\|29.09\|48261;2026-03-10\|31.57\|5.09\|30.16\|31.58\|30.16\|52218;2026-03-11\|36.04\|14.16\|33.00\|37.50\|31.72\|251441;2026-03-12\|43.25\|20.01\|43.25\|43.25\|41.90\|305783;2026-03-13\|45.02\|4.09\|44.73\|49.99\|43.51\|534329;2026-03-16\|49.50\|9.95\|45.77\|52.14\|45.68\|440867;2026-03-17\|59.40\|20.00\|50.00\|59.40\|49.99\|459528;2026-03-18\|60.62\|2.05\|55.55\|60.73\|52.32\|420538;2026-03-19\|60.59\|-0.05\|58.19\|63.68\|56.27\|338522;2026-03-20\|53.92\|-11.01\|60.99\|62.85\|53.28\|310334;2026-03-23\|55.43\|2.80\|53.03\|57.64\|51.60\|286497;2026-03-24\|62.37\|12.52\|55.70\|62.80\|55.60\|347560;2026-03-25\|63.68\|2.10\|60.70\|66.88\|60.39\|316510;2026-03-26\|60.30\|-5.31\|63.30\|65.70\|59.44\|257772;2026-03-27\|56.66\|-6.04\|57.00\|58.46\|55.12\|255612;2026-03-30\|57.61\|1.68\|55.96\|58.32\|53.55\|237337;2026-03-31\|55.05\|-4.44\|57.00\|57.38\|54.63\|157561;2026-04-01\|53.80\|-2.27\|56.66\|57.98\|53.38\|212043;2026-04-02\|52.00\|-3.35\|53.13\|54.73\|51.90\|203334;2026-04-03\|50.01\|-3.83\|52.38\|52.66\|50.00\|193317;2026-04-07\|49.25\|-1.52\|50.01\|50.59\|48.44\|155326;2026-04-08\|52.06\|5.71\|50.60\|52.64\|50.20\|190905;2026-04-09\|50.48\|-3.04\|51.33\|51.44\|49.68\|152241;2026-04-10\|49.78\|-1.39\|51.00\|51.66\|49.70\|131046;2026-04-13\|52.49\|5.44\|49.01\|53.47\|49.00\|251679;2026-04-14\|52.98\|0.93\|52.00\|54.56\|51.82\|212857;2026-04-15\|52.48\|-0.94\|54.04\|55.56\|52.02\|192799;2026-04-16\|52.35\|-0.25\|52.41\|53.29\|51.41\|147509;2026-04-17\|52.10\|-0.48\|51.85\|52.83\|51.40\|131063;2026-04-20\|60.88\|16.85\|52.49\|62.30\|52.32\|404005;2026-04-21\|60.00\|-1.45\|59.14\|62.88\|58.75\|314276;2026-04-22\|60.66\|1.10\|60.00\|61.55\|58.67\|239861;2026-04-23\|65.03\|7.20\|60.50\|66.27\|59.86\|341883;2026-04-24\|58.80\|-9.58\|63.20\|64.19\|58.23\|276124;2026-04-27\|58.92\|0.20\|57.30\|60.28\|56.08\|156310;2026-04-28\|57.98\|-1.60\|58.50\|60.21\|56.88\|162556;2026-04-29\|58.61\|1.09\|58.70\|61.34\|58.03\|178312;2026-04-30\|57.15\|-2.49\|56.69\|59.00\|56.68\|169893;2026-05-06\|58.30\|2.01\|57.83\|60.25\|57.58\|196577;2026-05-07\|61.03\|4.68\|58.39\|61.28\|57.90\|216732;2026-05-08\|59.07\|-3.21\|60.01\|60.97\|58.29\|185245;2026-05-11\|62.60\|5.98\|58.70\|63.71\|57.75\|276240;2026-05-12\|60.02\|-4.12\|61.97\|62.01\|59.17\|187272;2026-05-13\|59.58\|-0.73\|59.18\|60.18\|58.66\|135664;2026-05-14\|54.34\|-8.79\|59.98\|59.98\|54.31\|200486;2026-05-15\|54.89\|1.01\|54.15\|56.48\|54.01\|114241;2026-05-18\|53.91\|-1.79\|54.00\|55.65\|52.80\|92599;2026-05-19\|53.35\|-1.04\|54.00\|54.10\|51.90\|98410;2026-05-20\|53.34\|-0.02\|52.87\|53.66\|52.21\|93324;2026-05-21\|51.16\|-4.03\|53.45\|54.55\|50.92\|104494;2026-05-22\|53.25\|4.09\|51.28\|53.88\|51.20\|93536;2026-05-25\|53.19\|-0.11\|53.70\|53.98\|52.19\|90648;2026-05-26\|51.75\|-2.71\|52.50\|52.90\|50.30\|111663;2026-05-27\|50.25\|-2.90\|51.73\|51.74\|49.57\|102896;2026-05-28\|50.90\|1.29\|50.03\|51.23\|49.00\|81280;2026-05-29\|48.22\|-5.27\|50.71\|51.58\|47.85\|124316;2026-06-01\|47.35\|-1.80\|48.23\|48.84\|47.26\|76653;2026-06-02\|47.20\|-0.32\|47.34\|47.70\|45.82\|76586;2026-06-03\|51.31\|8.71\|48.88\|52.67\|48.71\|189348;2026-06-04\|49.00\|-4.50\|50.00\|50.88\|48.62\|117671;2026-06-05\|50.22\|2.49\|49.01\|52.40\|47.98\|143894;2026-06-08\|47.18\|-6.05\|47.58\|49.13\|46.72\|100531;2026-06-09\|48.80\|3.43\|48.58\|48.85\|46.50\|85663;2026-06-10\|47.10\|-3.48\|48.50\|48.75\|46.81\|78328;2026-06-11\|50.02\|6.20\|46.86\|50.20\|46.45\|121601;2026-06-12\|50.50\|0.96\|50.85\|52.98\|49.52\|163977;2026-06-15\|51.09\|1.17\|49.98\|51.65\|49.41\|105590;2026-06-16\|51.35\|0.51\|51.15\|52.44\|50.18\|106405;2026-06-17\|52.39\|2.03\|52.62\|54.44\|52.01\|139716;2026-06-18\|51.15\|-2.37\|52.06\|53.85\|50.50\|119722;2026-06-22\|50.55\|-1.17\|50.70\|50.91\|48.58\|134914;2026-06-23\|48.80\|-3.46\|50.30\|50.46\|48.48\|79731;2026-06-24\|55.21\|13.14\|48.36\|56.81\|47.80\|230531;2026-06-25\|55.95\|1.34\|54.30\|56.58\|54.30\|153955;2026-06-26\|56.50\|0.98\|55.08\|58.30\|54.78\|171420;2026-06-29\|59.22\|4.81\|61.60\|65.35\|59.04\|256236;2026-06-30\|60.54\|2.23\|58.05\|61.98\|58.05\|198964;2026-07-01\|55.68\|-8.03\|58.76\|59.92\|55.13\|207239;2026-07-02\|52.95\|-4.90\|54.59\|56.29\|52.77\|125731;2026-07-03\|54.45\|2.83\|52.50\|55.58\|52.44\|118521;2026-07-06\|49.85\|-8.45\|54.00\|54.06\|49.66\|123637;2026-07-07\|48.34\|-3.03\|49.85\|50.25\|48.10\|73136;2026-07-08\|46.28\|-4.26\|48.60\|49.00\|46.01\|72742;2026-07-09\|47.59\|2.83\|46.58\|47.59\|44.88\|88671;2026-07-10\|49.67\|4.37\|47.10\|52.49\|46.70\|14473827
116751		商业航天+钙钛矿电池+一带一路行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月24日年报，公司控股子公司晶皓新能源钙钛矿太阳能电池已通过卫星在轨验证，输出电压稳定，并获新加坡、马来西亚订单，超薄柔性组件通过德国TÜV莱茵认证。 2、据2025年8月29日半年报及2026年4月24日年报，公司境外营收占比82.45%，300余个海外标杆项目覆盖东南亚、中东等“一带一路”沿线，岩土工程主业持续巩固。 3、据2025年9月19日互动易，公司深度契合国家商业航天战略，聚焦低轨卫星互联网、空间能源系统，与长光卫星、钧天航宇等头部单位战略合作，推进钙钛矿电池在卫星领域应用。	天基基础设施能源分系统核心供应商	2026-03-03\|51.02\|-5.85\|54.10\|54.10\|50.98\|52954;2026-03-04\|51.14\|0.24\|49.46\|51.86\|49.46\|37628;2026-03-05\|51.18\|0.08\|51.83\|51.83\|50.73\|26060;2026-03-06\|50.89\|-0.57\|50.95\|51.87\|50.70\|25696;2026-03-09\|50.22\|-1.32\|50.00\|50.49\|49.21\|34295;2026-03-10\|51.73\|3.01\|50.24\|51.80\|50.24\|27622;2026-03-11\|51.01\|-1.39\|54.87\|54.99\|51.00\|51648;2026-03-12\|48.95\|-4.04\|50.90\|50.98\|48.80\|38117;2026-03-13\|48.12\|-1.70\|48.78\|49.50\|48.12\|26920;2026-03-16\|48.39\|0.56\|47.80\|48.68\|47.61\|21390;2026-03-17\|47.81\|-1.20\|48.97\|49.41\|47.70\|21991;2026-03-18\|49.15\|2.80\|47.70\|49.30\|47.50\|32211;2026-03-19\|47.79\|-2.77\|48.46\|49.40\|47.47\|34423;2026-03-20\|47.31\|-1.00\|48.02\|49.25\|47.31\|29840;2026-03-23\|46.00\|-2.77\|46.45\|48.90\|45.65\|45566;2026-03-24\|45.99\|-0.02\|46.87\|47.13\|44.59\|41862;2026-03-25\|46.33\|0.74\|45.90\|46.84\|45.83\|27849;2026-03-26\|45.71\|-1.34\|46.38\|46.92\|45.47\|29260;2026-03-27\|45.99\|0.61\|45.02\|46.38\|44.86\|22844;2026-03-30\|47.09\|2.39\|45.30\|47.10\|45.07\|28407;2026-03-31\|47.69\|1.27\|47.51\|48.66\|47.03\|49467;2026-04-01\|46.47\|-2.56\|48.20\|48.39\|46.03\|38776;2026-04-02\|45.94\|-1.14\|46.44\|46.85\|45.70\|22109;2026-04-03\|45.06\|-1.92\|46.00\|46.50\|44.60\|24019;2026-04-07\|45.37\|0.69\|45.18\|46.45\|45.01\|22678;2026-04-08\|48.48\|6.85\|46.10\|48.84\|46.00\|41590;2026-04-09\|47.42\|-2.19\|47.20\|48.60\|46.51\|34651;2026-04-10\|47.22\|-0.42\|47.73\|48.63\|47.13\|30238;2026-04-13\|47.51\|0.61\|46.71\|47.90\|46.69\|24239;2026-04-14\|48.49\|2.06\|47.75\|48.49\|46.60\|36905;2026-04-15\|51.14\|5.46\|48.88\|52.52\|48.41\|98876;2026-04-16\|54.06\|5.71\|50.63\|55.29\|50.63\|114873;2026-04-17\|54.09\|0.06\|54.18\|55.58\|52.30\|77429;2026-04-20\|53.09\|-1.85\|54.07\|55.10\|52.58\|94431;2026-04-21\|56.11\|5.69\|53.80\|56.66\|53.03\|109000;2026-04-22\|52.56\|-6.33\|55.00\|55.00\|52.22\|90103;2026-04-23\|50.90\|-3.16\|52.22\|53.15\|50.60\|57084;2026-04-24\|47.82\|-6.05\|50.00\|50.43\|47.45\|64046;2026-04-27\|47.20\|-1.30\|47.79\|48.07\|46.54\|30727;2026-04-28\|44.81\|-5.06\|47.18\|47.18\|44.66\|42063;2026-04-29\|45.17\|0.80\|44.30\|45.54\|44.30\|32608;2026-04-30\|48.30\|6.93\|45.00\|49.58\|44.60\|73242;2026-05-06\|49.27\|2.01\|47.70\|50.22\|47.55\|68681;2026-05-07\|54.20\|10.01\|49.42\|54.20\|49.28\|70491;2026-05-08\|58.68\|8.27\|54.18\|59.62\|53.55\|176150;2026-05-11\|59.50\|1.40\|59.98\|62.50\|57.75\|124124;2026-05-12\|57.80\|-2.86\|62.00\|62.00\|57.29\|86222;2026-05-13\|59.48\|2.91\|57.80\|61.36\|56.62\|86683;2026-05-14\|57.75\|-2.91\|59.48\|60.95\|57.05\|59032;2026-05-15\|55.59\|-3.74\|57.73\|58.09\|54.28\|53833;2026-05-18\|56.22\|1.13\|55.35\|58.30\|54.71\|40962;2026-05-19\|50.61\|-9.98\|56.07\|56.22\|50.60\|80266;2026-05-20\|51.14\|1.05\|50.60\|54.69\|50.51\|74749;2026-05-21\|52.81\|3.27\|51.00\|55.76\|50.98\|82689;2026-05-22\|51.44\|-2.59\|53.06\|53.38\|51.00\|52364;2026-05-25\|52.80\|2.64\|52.47\|56.20\|52.47\|101059;2026-05-26\|51.08\|-3.26\|52.00\|52.56\|49.02\|61828;2026-05-27\|48.75\|-4.56\|51.08\|52.69\|48.18\|45035;2026-05-28\|49.16\|0.84\|48.41\|50.49\|48.00\|32525;2026-05-29\|46.40\|-5.61\|49.49\|49.49\|46.00\|42679;2026-06-01\|44.54\|-4.01\|46.47\|47.01\|44.40\|34017;2026-06-02\|43.55\|-2.05\|44.75\|44.75\|42.23\|35548;2026-06-03\|43.57\|0.05\|43.38\|44.89\|43.00\|31425;2026-06-04\|42.23\|-3.08\|43.22\|43.25\|42.01\|25901;2026-06-05\|41.45\|-1.85\|41.97\|42.54\|39.41\|90381;2026-06-08\|38.93\|-6.08\|40.11\|41.89\|38.55\|50929;2026-06-09\|38.50\|-1.10\|39.37\|39.39\|38.06\|37948;2026-06-10\|36.95\|-4.03\|38.79\|38.80\|36.41\|36323;2026-06-11\|36.05\|-2.44\|36.60\|36.65\|35.60\|34126;2026-06-12\|36.56\|1.41\|36.16\|38.46\|36.16\|56507;2026-06-15\|36.29\|-0.74\|37.04\|37.32\|35.81\|53361;2026-06-16\|36.35\|0.17\|36.69\|37.29\|35.30\|49555;2026-06-17\|36.12\|-0.63\|36.00\|37.28\|35.78\|43953;2026-06-18\|37.40\|3.54\|35.85\|39.69\|35.50\|100038;2026-06-22\|36.00\|-3.74\|37.50\|37.95\|35.20\|77365;2026-06-23\|34.94\|-2.94\|35.81\|36.10\|34.88\|45096;2026-06-24\|38.43\|9.99\|35.30\|38.43\|34.04\|90473;2026-06-25\|39.34\|2.37\|40.51\|42.27\|39.00\|187355;2026-06-26\|39.66\|0.81\|39.46\|41.80\|37.59\|157161;2026-06-29\|39.18\|-1.21\|38.85\|39.65\|37.42\|92795;2026-06-30\|38.43\|-1.91\|39.39\|40.22\|38.20\|66778;2026-07-01\|38.99\|1.46\|38.26\|40.04\|37.00\|76819;2026-07-02\|39.24\|0.64\|38.31\|41.39\|38.01\|85914;2026-07-03\|41.73\|6.35\|38.53\|42.65\|38.51\|126555;2026-07-06\|37.56\|-9.99\|41.82\|42.28\|37.56\|70946;2026-07-07\|34.32\|-8.63\|35.88\|37.72\|34.11\|86405;2026-07-08\|32.63\|-4.92\|34.00\|35.39\|32.58\|67403;2026-07-09\|34.00\|4.20\|32.07\|34.18\|32.07\|64992;2026-07-10\|37.40\|10.00\|34.00\|37.40\|33.50\|67926
116750		涨停揭秘：SpaceX上市预期叠加亚马逊拟收购Globalstar加剧星链竞争；公司为航天科技集团运载火箭技术研究院旗下唯一上市公司，一季度净利润同比增长20.98%；涨停缘由：国家队航天平台稀缺性凸显；商业航天竞争白热化提升配套保障需求；一季报业绩增速领先同业；资金逻辑：连续两日涨停且4月30日封单积极，资金聚焦航天央企核心资产；风险提示：公司业务集中于运载火箭系统集成，单一客户依赖度较高；市场化机制尚待完善	航天科技集团旗下，运载火箭技术研究院旗下唯一上市公司；一季度净利润同比增长20.98%	2026-03-03\|34.40\|-5.42\|35.90\|35.95\|33.58\|239118;2026-03-04\|35.97\|4.56\|34.06\|36.69\|33.89\|243884;2026-03-05\|35.92\|-0.14\|35.97\|36.43\|35.09\|230302;2026-03-06\|35.36\|-1.56\|35.59\|36.05\|35.00\|158226;2026-03-09\|34.81\|-1.56\|34.78\|35.63\|33.29\|162104;2026-03-10\|35.10\|0.83\|34.90\|36.78\|34.82\|246789;2026-03-11\|33.90\|-3.42\|35.00\|35.18\|33.66\|200591;2026-03-12\|32.13\|-5.22\|33.66\|33.71\|32.11\|202587;2026-03-13\|30.83\|-4.05\|31.81\|32.00\|30.71\|176038;2026-03-16\|30.75\|-0.26\|30.80\|31.25\|30.34\|93245;2026-03-17\|29.85\|-2.93\|31.50\|31.56\|29.85\|99082;2026-03-18\|30.79\|3.15\|30.00\|31.06\|29.63\|129749;2026-03-19\|30.83\|0.13\|30.42\|31.19\|30.30\|117863;2026-03-20\|29.46\|-4.44\|30.85\|30.95\|29.42\|123400;2026-03-23\|28.56\|-3.06\|29.00\|29.78\|28.28\|117805;2026-03-24\|28.96\|1.40\|29.00\|29.09\|28.16\|98104;2026-03-25\|29.45\|1.69\|29.08\|29.84\|29.06\|88810;2026-03-26\|29.20\|-0.85\|29.51\|29.77\|28.97\|93011;2026-03-27\|29.93\|2.50\|29.00\|30.68\|28.88\|176474;2026-03-30\|30.84\|3.04\|29.60\|30.98\|29.58\|172470;2026-03-31\|30.63\|-0.68\|30.75\|31.80\|30.60\|206087;2026-04-01\|30.55\|-0.26\|30.90\|30.98\|29.69\|150771;2026-04-02\|29.92\|-2.06\|30.50\|30.88\|29.69\|74710;2026-04-03\|29.10\|-2.74\|30.01\|30.44\|28.88\|105749;2026-04-07\|29.03\|-0.24\|29.03\|29.38\|28.83\|69222;2026-04-08\|31.22\|7.54\|29.75\|31.92\|29.62\|244013;2026-04-09\|32.08\|2.75\|30.53\|32.73\|30.42\|293951;2026-04-10\|31.97\|-0.34\|32.08\|32.95\|31.92\|232893;2026-04-13\|32.67\|2.19\|32.58\|33.18\|31.93\|242413;2026-04-14\|35.94\|10.01\|32.65\|35.94\|32.41\|414754;2026-04-15\|39.53\|9.99\|39.50\|39.53\|38.10\|210622;2026-04-16\|42.58\|7.72\|38.20\|43.30\|38.19\|699614;2026-04-17\|46.19\|8.48\|43.00\|46.84\|42.41\|662169;2026-04-20\|45.70\|-1.06\|47.78\|48.00\|45.41\|656964;2026-04-21\|46.21\|1.12\|45.70\|47.27\|44.22\|560466;2026-04-22\|47.00\|1.71\|44.20\|47.60\|44.10\|518453;2026-04-23\|43.10\|-8.30\|46.90\|46.90\|42.30\|574748;2026-04-24\|40.50\|-6.03\|42.74\|43.60\|39.40\|478461;2026-04-27\|40.26\|-0.59\|40.65\|41.32\|39.45\|285833;2026-04-28\|39.49\|-1.91\|40.60\|40.75\|39.08\|224342;2026-04-29\|39.97\|1.22\|38.80\|40.30\|38.50\|227480;2026-04-30\|43.97\|10.01\|40.77\|43.97\|40.24\|485185;2026-05-06\|44.03\|0.14\|43.80\|45.11\|43.20\|522138;2026-05-07\|44.26\|0.52\|43.99\|44.64\|43.00\|389612;2026-05-08\|45.15\|2.01\|43.80\|46.43\|43.50\|550028;2026-05-11\|44.41\|-1.64\|45.18\|45.37\|43.25\|365090;2026-05-12\|42.94\|-3.31\|43.41\|46.46\|42.30\|454692;2026-05-13\|42.46\|-1.12\|42.20\|43.79\|41.77\|270056;2026-05-14\|39.71\|-6.48\|42.38\|42.38\|39.71\|269482;2026-05-15\|38.74\|-2.44\|39.90\|40.28\|38.23\|200075;2026-05-18\|39.80\|2.74\|38.30\|41.83\|38.20\|266531;2026-05-19\|42.40\|6.53\|39.30\|42.78\|38.28\|338412;2026-05-20\|40.02\|-5.61\|42.21\|43.34\|39.89\|341526;2026-05-21\|38.50\|-3.80\|40.02\|40.79\|38.26\|185892;2026-05-22\|38.65\|0.39\|38.69\|39.30\|37.60\|127322;2026-05-25\|37.70\|-2.46\|39.00\|39.32\|37.21\|151797;2026-05-26\|35.76\|-5.15\|37.25\|37.25\|35.17\|171736;2026-05-27\|34.68\|-3.02\|35.87\|37.77\|34.26\|265945;2026-05-28\|35.00\|0.92\|34.69\|35.76\|34.42\|180331;2026-05-29\|32.60\|-6.67\|35.00\|35.20\|32.48\|178994;2026-06-01\|32.33\|-0.83\|32.53\|33.00\|32.24\|124458;2026-06-02\|32.03\|-0.93\|32.60\|32.80\|31.27\|123255;2026-06-03\|32.52\|1.53\|31.80\|33.44\|31.74\|142233;2026-06-04\|33.07\|1.69\|32.18\|33.91\|32.05\|186545;2026-06-05\|33.17\|0.30\|33.47\|34.08\|32.20\|211731;2026-06-08\|31.51\|-5.00\|32.00\|33.45\|31.35\|160170;2026-06-09\|31.12\|-1.24\|31.64\|31.80\|30.65\|145587;2026-06-10\|30.69\|-1.38\|31.03\|31.48\|29.95\|135561;2026-06-11\|30.24\|-1.47\|30.37\|30.79\|29.75\|110513;2026-06-12\|30.93\|2.28\|30.60\|32.00\|29.99\|151610;2026-06-15\|30.56\|-1.20\|30.49\|30.99\|30.13\|112152;2026-06-16\|31.14\|1.90\|32.00\|32.24\|30.50\|210210;2026-06-17\|31.72\|1.86\|31.40\|32.60\|31.14\|210091;2026-06-18\|33.03\|4.13\|31.48\|33.73\|31.21\|255049;2026-06-22\|34.65\|4.90\|33.09\|34.70\|32.88\|307514;2026-06-23\|33.96\|-1.99\|34.07\|35.11\|33.05\|233455;2026-06-24\|37.36\|10.01\|34.41\|37.36\|33.40\|196129;2026-06-25\|39.59\|5.97\|40.84\|41.10\|39.11\|607996;2026-06-26\|43.55\|10.00\|39.50\|43.55\|39.50\|326659;2026-06-29\|39.87\|-8.45\|42.73\|44.05\|39.61\|426930;2026-06-30\|38.56\|-3.29\|39.87\|40.84\|37.50\|377100;2026-07-01\|39.50\|2.44\|38.60\|41.10\|38.60\|293860;2026-07-02\|41.43\|4.89\|39.28\|43.45\|39.28\|357258;2026-07-03\|42.25\|1.98\|41.20\|43.50\|40.96\|340156;2026-07-06\|39.37\|-6.82\|43.52\|44.02\|38.73\|293505;2026-07-07\|40.89\|3.86\|39.80\|43.31\|39.80\|394148;2026-07-08\|39.61\|-3.13\|41.00\|41.93\|38.58\|302993;2026-07-09\|40.08\|1.19\|39.75\|41.00\|38.61\|298511;2026-07-10\|44.09\|10.00\|40.22\|44.09\|38.08\|344493
116749	SK海力士尝试“以钼代钨”	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-03-03\|43.90\|-3.90\|47.81\|48.83\|43.41\|1272086;2026-03-04\|44.45\|1.25\|42.63\|46.25\|41.74\|826724;2026-03-05\|44.19\|-0.58\|45.30\|45.88\|43.61\|673168;2026-03-06\|43.19\|-2.26\|44.43\|44.96\|42.90\|453404;2026-03-09\|42.72\|-1.09\|41.46\|43.00\|39.41\|548960;2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason