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
116748	SK海力士尝试“以钼代钨”	铟+锗价上涨+钼资源+央企行业原因： 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16日互动易，呼伦贝尔驰宏100吨/年铟锭和高纯铟生产项目正在开展前期工作，项目将分两期进行建设，其中一期为40吨/年产能建设，预计于2026年底前建成；二期60吨/年产能项目将根据市场情况择机推进。 2、据2026年6月16日互动易，锗价自2026年1月的13600元/千克上涨至5月的22500元/千克，公司锗产品销售价格会随市场价格波动而同步调整；公司2026年一季度锗金属产量15.73吨。 3、据2025年年报，公司控股的岔路口钼铅锌矿为世界特大型斑岩型单体钼矿山，保有钼金属量246.7万吨，公司正积极推进该矿采矿证办理。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，控股股东为中国铜业有限公司。	公司为中铝集团旗下，主要从事锌、铅、锗业务，全资子公司驰宏锗业生产的光纤级超高纯四氯化锗产品已实现量产并对外销售	2026-03-03\|10.20\|-9.09\|11.00\|11.08\|10.16\|2909955;2026-03-04\|10.23\|0.29\|9.96\|10.54\|9.94\|1786735;2026-03-05\|10.02\|-2.05\|10.43\|10.47\|9.90\|1547709;2026-03-06\|9.83\|-1.90\|9.86\|9.98\|9.66\|1060738;2026-03-09\|9.69\|-1.42\|9.63\|9.74\|9.28\|1292847;2026-03-10\|9.83\|1.44\|9.85\|9.92\|9.70\|962883;2026-03-11\|9.97\|1.42\|9.84\|10.20\|9.84\|1486379;2026-03-12\|9.98\|0.10\|9.90\|10.15\|9.80\|1164059;2026-03-13\|9.88\|-1.00\|9.85\|10.23\|9.82\|1445135;2026-03-16\|9.38\|-5.06\|9.75\|9.78\|9.17\|1788383;2026-03-17\|9.06\|-3.41\|9.40\|9.48\|9.04\|997017;2026-03-18\|8.92\|-1.55\|9.06\|9.11\|8.78\|1154300;2026-03-19\|8.17\|-8.41\|8.65\|8.70\|8.09\|1950147;2026-03-20\|8.10\|-0.86\|8.17\|8.40\|8.08\|1339944;2026-03-23\|7.54\|-6.91\|7.88\|8.02\|7.45\|2057400;2026-03-24\|7.78\|3.18\|7.70\|7.80\|7.46\|1369382;2026-03-25\|7.95\|2.19\|7.95\|8.06\|7.86\|1470446;2026-03-26\|7.85\|-1.26\|7.94\|8.00\|7.80\|805846;2026-03-27\|7.95\|1.27\|7.46\|8.06\|7.41\|1553168;2026-03-30\|8.04\|1.13\|7.91\|8.08\|7.85\|1175994;2026-03-31\|7.86\|-2.24\|8.04\|8.10\|7.81\|1002295;2026-04-01\|7.98\|1.53\|8.06\|8.09\|7.90\|772214;2026-04-02\|7.83\|-1.88\|7.93\|7.99\|7.75\|734929;2026-04-03\|7.70\|-1.66\|7.85\|7.89\|7.69\|503728;2026-04-07\|7.82\|1.56\|7.70\|7.87\|7.69\|547306;2026-04-08\|8.30\|6.14\|8.09\|8.32\|8.06\|1304114;2026-04-09\|8.20\|-1.20\|8.22\|8.31\|8.17\|691115;2026-04-10\|8.23\|0.37\|8.29\|8.39\|8.21\|770877;2026-04-13\|8.34\|1.34\|8.19\|8.40\|8.16\|900717;2026-04-14\|8.41\|0.84\|8.44\|8.53\|8.33\|847920;2026-04-15\|8.21\|-2.38\|8.46\|8.55\|8.18\|861372;2026-04-16\|8.39\|2.19\|8.25\|8.42\|8.24\|756654;2026-04-17\|8.85\|5.48\|8.40\|9.03\|8.36\|2010381;2026-04-20\|9.18\|3.73\|8.86\|9.43\|8.86\|2018969;2026-04-21\|8.99\|-2.07\|9.19\|9.21\|8.90\|1097120;2026-04-22\|9.52\|5.90\|8.99\|9.64\|8.90\|2224139;2026-04-23\|9.11\|-4.31\|9.50\|9.55\|9.01\|1762369;2026-04-24\|9.14\|0.33\|9.02\|9.23\|8.88\|1391549;2026-04-27\|8.99\|-1.64\|9.14\|9.20\|8.97\|929626;2026-04-28\|8.73\|-2.89\|8.88\|8.92\|8.64\|1007301;2026-04-29\|9.07\|3.89\|8.73\|9.08\|8.72\|1259376;2026-04-30\|8.98\|-0.99\|8.99\|9.10\|8.86\|957512;2026-05-06\|9.36\|4.23\|9.02\|9.45\|8.98\|1755964;2026-05-07\|9.67\|3.31\|9.40\|9.75\|9.33\|1870109;2026-05-08\|10.01\|3.52\|9.54\|10.08\|9.51\|2204606;2026-05-11\|10.21\|2.00\|10.16\|10.72\|10.10\|2840074;2026-05-12\|10.21\|0.00\|10.41\|10.46\|9.97\|2046915;2026-05-13\|10.67\|4.51\|10.12\|10.80\|10.09\|2838848;2026-05-14\|10.88\|1.97\|10.72\|11.38\|10.68\|3439889;2026-05-15\|9.95\|-8.55\|10.88\|10.96\|9.90\|3162312;2026-05-18\|10.03\|0.80\|9.84\|10.25\|9.61\|2045982;2026-05-19\|9.93\|-1.00\|9.94\|9.99\|9.67\|1411284;2026-05-20\|9.97\|0.40\|9.80\|10.09\|9.63\|1439678;2026-05-21\|9.24\|-7.32\|10.09\|10.35\|9.20\|2449076;2026-05-22\|10.16\|9.96\|9.24\|10.16\|9.24\|2638567;2026-05-25\|10.07\|-0.89\|10.30\|10.40\|9.97\|2029172;2026-05-26\|10.13\|1.30\|9.92\|10.21\|9.73\|1787009;2026-05-27\|9.62\|-5.03\|10.09\|10.20\|9.56\|1623185;2026-05-28\|9.98\|3.74\|9.53\|10.08\|9.29\|2132693;2026-05-29\|9.52\|-4.61\|10.01\|10.22\|9.43\|1852401;2026-06-01\|9.42\|-1.05\|9.38\|9.79\|9.35\|1357465;2026-06-02\|9.71\|3.08\|9.50\|9.80\|9.18\|1575887;2026-06-03\|10.00\|2.99\|9.72\|10.29\|9.59\|2222474;2026-06-04\|9.38\|-6.20\|9.87\|9.87\|9.35\|2219846;2026-06-05\|8.94\|-4.69\|9.28\|9.37\|8.90\|1799223;2026-06-08\|8.24\|-7.83\|8.48\|8.66\|8.11\|1788215;2026-06-09\|8.45\|2.55\|8.35\|8.48\|8.10\|1176098;2026-06-10\|8.21\|-2.84\|8.24\|8.30\|8.07\|1094841;2026-06-11\|8.44\|2.80\|8.18\|8.57\|8.15\|1190736;2026-06-12\|9.28\|9.95\|8.74\|9.28\|8.74\|1385499;2026-06-15\|10.12\|9.05\|9.74\|10.16\|9.57\|3769448;2026-06-16\|10.07\|-0.49\|9.95\|10.31\|9.88\|2783019;2026-06-17\|10.10\|0.30\|10.04\|10.43\|9.88\|2341410;2026-06-18\|10.28\|1.78\|10.00\|10.55\|9.99\|2572724;2026-06-22\|11.31\|10.02\|10.71\|11.31\|10.55\|2602505;2026-06-23\|11.00\|-2.74\|11.88\|12.18\|10.81\|5823625;2026-06-24\|12.10\|10.00\|10.89\|12.10\|10.50\|4781126;2026-06-25\|12.31\|1.74\|12.09\|12.78\|12.00\|5017651;2026-06-26\|12.54\|1.87\|12.20\|13.22\|11.97\|4428498;2026-06-29\|12.80\|2.07\|12.65\|13.50\|12.16\|4748577;2026-06-30\|12.11\|-5.39\|12.42\|12.50\|11.65\|3457197;2026-07-01\|12.22\|0.91\|12.00\|12.93\|11.80\|3335807;2026-07-02\|11.63\|-4.83\|11.81\|12.16\|11.40\|2735265;2026-07-03\|10.95\|-5.85\|11.67\|11.80\|10.91\|2764010;2026-07-06\|10.75\|-1.83\|11.06\|11.68\|10.69\|2524838;2026-07-07\|10.34\|-3.81\|10.65\|10.89\|10.23\|1801330;2026-07-08\|9.60\|-7.16\|10.33\|10.40\|9.58\|2116848;2026-07-09\|9.79\|1.98\|9.59\|9.82\|9.19\|1926070;2026-07-10\|9.51\|-2.86\|9.79\|10.13\|9.51\|1932245
116747	SK海力士尝试“以钼代钨”	锆产品+扩产+固态电池行业原因： 1、据证券日报2月27日报道，国内配额叠加海外限产导致稀土、钨、锂等现货供应趋紧，价格春节后再创新高。 2、全球AI算力、新能源、军工需求爆发，多国将关键小金属列入战略矿产，定价权与战略价值被系统性重估。公司原因： 1、据2026年2月26日互动易，公司应用于固态电池电解质的氧化锆样品获得部分固态电池材料厂家研发试用初步认可。 2、据2026年1月6日公告，全资子公司拟投建年产1万吨新能源电池级高纯复合氧化锆项目，首期5000吨/年已完成备案及环评。 3、据2024年年度报告，公司是国内锆行业技术领先、产业链完整的高新技术企业，产品覆盖氧氯化锆、二氧化锆等百余品种，应用于新能源、电子陶瓷等高端领域。	1、公司主要从事锆系列制品，产品涵盖锆英砂、钛精矿等，在澳大利亚开采的明达里矿区为海滨砂矿（锆钛铪伴生）； 2、公司涉及稀土的产品为分选澳大利亚开采的重矿物得到的副产品独居石，独居石约占重矿物重量的1%-2.5%，独居石内含有各种稀土元素的氧化物，如氧化钍、氧化镧、氧化铈、氧化钕等	2026-03-03\|14.61\|-5.68\|15.46\|15.86\|14.56\|1107956;2026-03-04\|16.07\|9.99\|14.30\|16.07\|14.20\|926044;2026-03-05\|15.39\|-4.23\|16.50\|16.60\|15.29\|1322133;2026-03-06\|15.14\|-1.62\|15.36\|15.59\|14.94\|719083;2026-03-09\|15.16\|0.13\|14.97\|15.43\|14.66\|728870;2026-03-10\|14.80\|-2.37\|15.26\|15.30\|14.68\|550237;2026-03-11\|14.60\|-1.35\|14.68\|15.09\|14.49\|575603;2026-03-12\|14.47\|-0.89\|14.54\|14.85\|14.31\|536734;2026-03-13\|13.95\|-3.59\|14.36\|14.68\|13.89\|536292;2026-03-16\|13.89\|-0.43\|13.81\|14.01\|13.52\|352384;2026-03-17\|13.43\|-3.31\|13.90\|14.00\|13.40\|304533;2026-03-18\|13.50\|0.52\|13.45\|13.57\|13.21\|243005;2026-03-19\|12.75\|-5.56\|13.27\|13.27\|12.70\|347389;2026-03-20\|12.52\|-1.80\|12.90\|13.07\|12.50\|272123;2026-03-23\|11.73\|-6.31\|12.18\|12.40\|11.58\|394010;2026-03-24\|12.03\|2.56\|12.01\|12.08\|11.53\|300546;2026-03-25\|12.23\|1.66\|12.31\|12.36\|12.12\|285589;2026-03-26\|12.09\|-1.14\|12.20\|12.37\|12.02\|221779;2026-03-27\|12.44\|2.90\|11.88\|12.55\|11.83\|293746;2026-03-30\|12.39\|-0.40\|12.39\|12.51\|12.19\|232019;2026-03-31\|12.13\|-2.10\|12.39\|12.49\|12.13\|207207;2026-04-01\|12.31\|1.48\|12.36\|12.45\|12.20\|162753;2026-04-02\|11.96\|-2.84\|12.31\|12.31\|11.87\|168863;2026-04-03\|11.63\|-2.76\|11.97\|12.06\|11.60\|148606;2026-04-07\|11.87\|2.06\|11.69\|11.91\|11.69\|132233;2026-04-08\|12.59\|6.07\|12.23\|12.60\|12.02\|292346;2026-04-09\|12.42\|-1.35\|12.41\|12.55\|12.33\|173250;2026-04-10\|12.63\|1.69\|12.52\|12.78\|12.47\|243402;2026-04-13\|12.69\|0.48\|12.60\|12.75\|12.56\|194816;2026-04-14\|12.89\|1.58\|12.84\|12.96\|12.72\|196913;2026-04-15\|12.65\|-1.86\|13.00\|13.07\|12.60\|215016;2026-04-16\|12.95\|2.37\|12.66\|13.00\|12.62\|216777;2026-04-17\|13.14\|1.47\|12.88\|13.20\|12.87\|203845;2026-04-20\|13.33\|1.45\|13.10\|13.34\|13.05\|295524;2026-04-21\|13.10\|-1.73\|13.14\|13.18\|12.75\|293216;2026-04-22\|13.06\|-0.31\|12.97\|13.13\|12.92\|225891;2026-04-23\|12.86\|-1.53\|13.03\|13.09\|12.68\|268706;2026-04-24\|13.01\|1.17\|12.73\|13.10\|12.61\|203797;2026-04-27\|13.29\|2.15\|12.99\|13.41\|12.90\|322249;2026-04-28\|12.72\|-4.29\|13.20\|13.24\|12.65\|318003;2026-04-29\|13.17\|3.54\|12.65\|13.22\|12.61\|288314;2026-04-30\|12.91\|-1.97\|13.12\|13.17\|12.87\|222098;2026-05-06\|13.35\|3.41\|12.96\|13.35\|12.90\|310465;2026-05-07\|13.42\|0.52\|13.45\|13.55\|13.27\|293423;2026-05-08\|13.49\|0.52\|13.30\|13.69\|13.29\|293763;2026-05-11\|13.72\|1.71\|13.85\|14.15\|13.61\|387159;2026-05-12\|13.43\|-2.11\|13.82\|13.88\|13.31\|301967;2026-05-13\|13.49\|0.45\|13.32\|13.64\|13.25\|271315;2026-05-14\|12.64\|-6.30\|13.48\|13.49\|12.64\|399955;2026-05-15\|12.27\|-2.93\|12.63\|12.67\|12.20\|286583;2026-05-18\|12.39\|0.98\|12.04\|12.55\|11.85\|276845;2026-05-19\|12.00\|-3.15\|12.34\|12.34\|11.85\|265104;2026-05-20\|12.07\|0.58\|11.88\|12.26\|11.66\|294303;2026-05-21\|11.96\|-0.91\|12.14\|12.74\|11.95\|397067;2026-05-22\|12.78\|6.86\|12.01\|12.88\|11.94\|495392;2026-05-25\|12.78\|0.00\|12.90\|13.19\|12.59\|352715;2026-05-26\|13.00\|1.72\|12.65\|13.16\|12.48\|356833;2026-05-27\|13.11\|0.85\|12.86\|13.49\|12.83\|500705;2026-05-28\|13.75\|4.88\|13.00\|14.11\|12.99\|800263;2026-05-29\|13.40\|-2.55\|13.60\|14.48\|13.31\|788151;2026-06-01\|13.01\|-2.91\|13.37\|13.57\|12.88\|405508;2026-06-02\|13.39\|2.92\|13.04\|13.52\|12.80\|419278;2026-06-03\|14.73\|10.01\|13.30\|14.73\|13.21\|787846;2026-06-04\|14.04\|-4.68\|14.08\|14.26\|13.77\|957130;2026-06-05\|13.65\|-2.78\|13.83\|14.30\|13.53\|715925;2026-06-08\|12.75\|-6.59\|12.96\|13.64\|12.50\|623321;2026-06-09\|13.90\|9.02\|12.96\|14.03\|12.92\|1098543;2026-06-10\|13.81\|-0.65\|14.11\|14.25\|13.71\|673159;2026-06-11\|13.85\|0.29\|13.73\|14.10\|13.57\|649366;2026-06-12\|14.20\|2.53\|14.02\|14.49\|13.87\|1035339;2026-06-15\|14.75\|3.87\|14.39\|14.75\|14.22\|1036606;2026-06-16\|15.29\|3.66\|14.50\|15.55\|14.38\|1118328;2026-06-17\|14.66\|-4.12\|15.00\|15.13\|14.50\|803831;2026-06-18\|16.13\|10.03\|16.13\|16.13\|16.13\|282787;2026-06-22\|17.74\|9.98\|17.74\|17.74\|17.74\|58134;2026-06-23\|19.51\|9.98\|19.51\|19.51\|19.51\|980640;2026-06-24\|21.46\|9.99\|19.60\|21.46\|19.52\|3014035;2026-06-25\|22.77\|6.10\|21.42\|23.06\|21.41\|2217478;2026-06-26\|21.56\|-5.31\|21.78\|22.23\|20.49\|1698909;2026-06-29\|20.06\|-6.96\|21.56\|21.85\|19.48\|1400421;2026-06-30\|22.07\|10.02\|19.51\|22.07\|18.42\|1525543;2026-07-01\|24.28\|10.01\|22.32\|24.28\|22.32\|1655137;2026-07-02\|26.05\|7.29\|23.51\|26.71\|23.50\|1984692;2026-07-03\|25.04\|-3.88\|26.10\|26.85\|23.73\|1662610;2026-07-06\|23.94\|-4.39\|25.38\|26.30\|23.73\|1180969;2026-07-07\|22.33\|-6.73\|23.94\|24.45\|22.01\|1027858;2026-07-08\|20.10\|-9.99\|22.22\|22.65\|20.10\|921161;2026-07-09\|19.65\|-2.24\|20.01\|20.67\|18.58\|1049238;2026-07-10\|19.65\|0.00\|19.61\|21.62\|19.30\|1289647
116746	SK海力士尝试“以钼代钨”	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司与青岛立昂晶电半导体科技有限公司等各方共同签署《关于收购磷化铟业务之框架协议》，公司拟收购青岛立昂磷化铟衬底及半导体电子材料的研发、制造与销售业务	2026-03-03\|13.78\|-1.29\|13.96\|14.34\|13.71\|66258;2026-03-04\|13.71\|-0.51\|13.65\|13.81\|13.54\|34273;2026-03-05\|13.75\|0.29\|13.98\|14.01\|13.71\|26297;2026-03-06\|14.10\|2.55\|13.74\|14.15\|13.74\|41328;2026-03-09\|14.19\|0.64\|14.05\|14.20\|13.68\|54890;2026-03-10\|14.58\|2.75\|14.47\|14.74\|14.29\|54916;2026-03-11\|14.59\|0.07\|14.64\|14.65\|14.25\|83705;2026-03-12\|14.13\|-3.15\|14.63\|14.65\|14.06\|51978;2026-03-13\|13.98\|-1.06\|14.06\|14.27\|13.91\|34172;2026-03-16\|14.09\|0.79\|13.94\|14.51\|13.89\|78711;2026-03-17\|13.27\|-5.82\|14.16\|14.34\|13.21\|108816;2026-03-18\|13.42\|1.13\|13.27\|13.54\|13.15\|29593;2026-03-19\|13.13\|-2.16\|13.39\|13.39\|13.06\|26750;2026-03-20\|12.71\|-3.20\|13.18\|13.19\|12.66\|35134;2026-03-23\|11.93\|-6.14\|12.49\|12.55\|11.78\|50393;2026-03-24\|12.33\|3.35\|12.18\|12.33\|11.94\|30078;2026-03-25\|12.47\|1.14\|12.32\|12.55\|12.30\|21327;2026-03-26\|12.25\|-1.76\|12.55\|12.60\|12.15\|18654;2026-03-27\|12.51\|2.12\|12.15\|12.60\|12.07\|26898;2026-03-30\|12.76\|2.00\|12.31\|12.81\|12.20\|29989;2026-03-31\|12.61\|-1.18\|12.85\|12.95\|12.58\|21734;2026-04-01\|12.73\|0.95\|12.84\|12.89\|12.57\|21806;2026-04-02\|12.55\|-1.41\|12.72\|12.78\|12.50\|22061;2026-04-03\|12.29\|-2.07\|12.61\|12.69\|12.15\|23802;2026-04-07\|12.68\|3.17\|12.42\|12.68\|12.12\|22201;2026-04-08\|12.96\|2.21\|12.89\|13.07\|12.79\|25801;2026-04-09\|13.10\|1.08\|12.96\|13.25\|12.73\|28182;2026-04-10\|13.04\|-0.46\|13.11\|13.26\|13.02\|16989;2026-04-13\|13.39\|2.68\|12.95\|13.46\|12.87\|42753;2026-04-14\|13.30\|-0.67\|13.44\|13.49\|13.12\|22938;2026-04-15\|13.30\|0.00\|13.30\|13.38\|13.09\|21808;2026-04-16\|13.40\|0.75\|13.29\|13.64\|13.21\|34848;2026-04-17\|13.68\|2.09\|13.43\|14.30\|13.41\|57265;2026-04-20\|13.90\|1.61\|13.67\|13.94\|13.65\|28940;2026-04-21\|13.91\|0.07\|13.83\|14.07\|13.83\|32069;2026-04-22\|14.06\|1.08\|13.88\|14.14\|13.86\|29256;2026-04-23\|13.82\|-1.71\|14.09\|14.09\|13.74\|26909;2026-04-24\|13.83\|0.07\|13.87\|13.96\|13.74\|24283;2026-04-27\|13.99\|1.16\|13.83\|14.07\|13.80\|33535;2026-04-28\|13.32\|-4.79\|13.85\|13.99\|13.16\|59409;2026-04-29\|13.67\|2.63\|13.51\|13.86\|13.22\|60523;2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658
116745	多款新药密集上市	一季报大增+CRDMO+创新药行业原因： 4月27日晚，药明康德披露2026年一季报，一季度营收首次超越百亿元，营业收入、归母净利润均创下历史同期新高。公司原因： 1、据2026年4月28日一季报，公司Q1营收124.4亿元、同比增长28.8%，归母净利润46.52亿元、同比增长26.7%，均创同期新高，在手订单597.7亿元、同比增长23.6%。 2、据2026年4月28日一季报，化学业务收入106.2亿元、同比增长43.7%，其中小分子D&M收入69.3亿元、同比增长80.1%，TIDES业务预计全年增长约40%，产能利用率与盈利效率同步提升。 3、据2025年年度报告，公司CRDMO模式覆盖化学药研发至商业化生产，常州、泰兴及金山原料药基地零缺陷通过FDA检查，小分子原料药反应釜总体积已超4000kL，持续赋能全球创新药客户。	全球领先的"一体化、端到端"的新药研发服务平台；公司一季度营收突破124亿元，净利润同比增长26.68%，在手订单近600亿元	2026-03-03\|93.75\|-2.38\|96.32\|97.95\|93.68\|362723;2026-03-04\|92.02\|-1.85\|93.30\|94.38\|91.55\|296434;2026-03-05\|92.45\|0.47\|93.46\|94.17\|91.86\|261603;2026-03-06\|93.30\|0.92\|92.30\|94.25\|92.05\|268557;2026-03-09\|91.10\|-2.36\|91.70\|91.78\|89.10\|348440;2026-03-10\|94.15\|3.35\|92.50\|94.60\|92.40\|289137;2026-03-11\|92.89\|-1.34\|94.30\|94.95\|92.52\|250341;2026-03-12\|91.91\|-1.05\|92.89\|93.63\|91.01\|274974;2026-03-13\|90.87\|-1.13\|91.15\|92.15\|90.72\|227111;2026-03-16\|91.10\|0.25\|90.68\|91.52\|89.13\|278050;2026-03-17\|92.46\|1.49\|91.33\|94.58\|91.12\|408841;2026-03-18\|93.49\|1.11\|92.47\|93.55\|92.14\|232830;2026-03-19\|91.58\|-2.04\|92.00\|92.74\|91.24\|240717;2026-03-20\|90.90\|-0.74\|91.57\|93.59\|90.90\|250437;2026-03-23\|87.79\|-3.42\|89.31\|90.52\|87.09\|414038;2026-03-24\|93.68\|6.71\|90.00\|93.68\|90.00\|757180;2026-03-25\|94.02\|0.36\|94.63\|94.93\|92.98\|370141;2026-03-26\|94.73\|0.76\|94.45\|96.50\|94.23\|372559;2026-03-27\|97.00\|2.40\|93.90\|97.26\|93.81\|448900;2026-03-30\|96.61\|-0.40\|95.90\|96.91\|94.61\|369073;2026-03-31\|98.10\|1.54\|96.75\|100.21\|96.75\|526440;2026-04-01\|103.81\|5.82\|100.06\|104.11\|98.08\|790276;2026-04-02\|103.19\|-0.60\|103.00\|104.60\|102.28\|473332;2026-04-03\|99.99\|-3.10\|100.70\|101.35\|98.84\|457631;2026-04-07\|101.30\|1.31\|100.02\|103.26\|98.42\|337296;2026-04-08\|103.74\|2.41\|104.00\|104.33\|101.17\|462516;2026-04-09\|106.19\|2.36\|103.73\|107.68\|102.97\|477029;2026-04-10\|106.33\|0.13\|106.00\|107.66\|105.51\|323723;2026-04-13\|105.71\|-0.58\|105.80\|106.78\|104.91\|249609;2026-04-14\|106.55\|0.79\|106.71\|106.80\|104.12\|310174;2026-04-15\|106.83\|0.26\|108.30\|108.75\|105.44\|367846;2026-04-16\|105.66\|-1.10\|107.11\|107.88\|105.59\|347648;2026-04-17\|99.39\|-5.93\|105.00\|105.07\|99.27\|777282;2026-04-20\|99.76\|0.37\|99.39\|100.19\|98.32\|373939;2026-04-21\|98.55\|-1.21\|99.50\|99.99\|97.61\|299367;2026-04-22\|99.25\|0.71\|98.20\|99.80\|98.12\|270679;2026-04-23\|100.19\|0.95\|99.92\|101.27\|98.89\|356492;2026-04-24\|100.08\|-0.11\|99.03\|101.32\|98.29\|318338;2026-04-27\|100.52\|0.44\|99.96\|101.19\|99.16\|322196;2026-04-28\|110.57\|10.00\|110.50\|110.57\|108.02\|538372;2026-04-29\|111.18\|0.55\|111.00\|114.50\|109.92\|1040522;2026-04-30\|109.55\|-1.47\|110.00\|111.01\|106.62\|596825;2026-05-06\|109.00\|-0.50\|111.63\|111.74\|108.00\|540922;2026-05-07\|111.28\|2.09\|109.74\|112.31\|109.20\|480968;2026-05-08\|106.80\|-4.03\|110.01\|110.20\|106.70\|455336;2026-05-11\|108.72\|1.80\|106.65\|108.98\|105.50\|539195;2026-05-12\|110.33\|1.48\|108.00\|113.16\|107.74\|649941;2026-05-13\|108.92\|-1.28\|110.44\|111.16\|107.94\|351526;2026-05-14\|103.01\|-5.43\|110.00\|111.37\|103.00\|601413;2026-05-15\|103.13\|0.12\|104.77\|105.85\|102.62\|394487;2026-05-18\|102.05\|-1.05\|102.90\|103.82\|101.32\|274709;2026-05-19\|101.79\|-0.25\|102.00\|103.79\|101.20\|284165;2026-05-20\|103.10\|1.29\|101.40\|104.55\|101.21\|325473;2026-05-21\|104.23\|1.10\|103.11\|107.63\|102.73\|583266;2026-05-22\|103.98\|-0.24\|105.38\|105.45\|102.58\|332227;2026-05-25\|102.55\|-1.38\|103.00\|104.00\|101.30\|311856;2026-05-26\|104.11\|1.52\|102.00\|104.35\|100.61\|390969;2026-05-27\|102.63\|-1.42\|104.00\|104.28\|101.09\|372197;2026-05-28\|100.80\|-1.78\|102.48\|102.98\|99.80\|337441;2026-05-29\|101.60\|2.40\|100.80\|103.46\|99.44\|570781;2026-06-01\|99.99\|-1.58\|101.63\|104.39\|99.26\|529033;2026-06-02\|99.75\|-0.24\|99.98\|100.56\|96.08\|384078;2026-06-03\|98.85\|-0.90\|99.37\|100.30\|98.00\|341714;2026-06-04\|96.75\|-2.12\|98.25\|99.18\|96.40\|332222;2026-06-05\|96.56\|-0.20\|98.38\|100.24\|96.03\|424532;2026-06-08\|96.00\|-0.58\|95.72\|97.31\|94.06\|458456;2026-06-09\|93.48\|-2.62\|93.88\|93.88\|88.32\|824478;2026-06-10\|97.04\|3.81\|93.35\|97.36\|93.20\|576466;2026-06-11\|97.07\|0.03\|96.01\|97.60\|95.53\|329181;2026-06-12\|99.71\|2.72\|97.50\|99.90\|95.09\|612700;2026-06-15\|99.37\|-0.34\|99.10\|99.76\|97.84\|367699;2026-06-16\|98.16\|-1.22\|98.83\|100.00\|98.00\|271703;2026-06-17\|98.20\|0.04\|98.26\|98.79\|96.50\|273505;2026-06-18\|102.72\|4.60\|97.80\|104.33\|97.72\|569423;2026-06-22\|106.83\|4.00\|103.16\|106.97\|101.70\|571962;2026-06-23\|106.31\|-0.49\|107.00\|109.36\|105.76\|525084;2026-06-24\|115.40\|8.55\|106.90\|116.94\|106.90\|1098058;2026-06-25\|117.22\|1.58\|114.00\|118.50\|113.23\|764344;2026-06-26\|118.18\|0.82\|119.00\|121.07\|116.96\|684942;2026-06-29\|126.17\|6.76\|117.21\|126.80\|116.80\|1030535;2026-06-30\|124.51\|-1.32\|125.00\|126.80\|123.00\|793759;2026-07-01\|125.20\|0.55\|123.00\|126.66\|115.58\|1124768;2026-07-02\|121.30\|-3.12\|123.85\|129.15\|121.00\|844699;2026-07-03\|124.12\|2.32\|123.60\|125.06\|119.52\|712822;2026-07-06\|122.97\|-0.93\|123.01\|128.05\|122.00\|921698;2026-07-07\|118.30\|-3.80\|120.50\|122.95\|118.01\|665947;2026-07-08\|115.40\|-2.45\|118.39\|120.25\|115.31\|509875;2026-07-09\|121.07\|4.91\|115.01\|121.43\|114.52\|583217;2026-07-10\|123.30\|1.84\|120.00\|126.73\|120.00\|683076
116744	多款新药密集上市	涨停揭秘：盐酸杰克替尼片治疗新冠重症临床试验获批，凝血酶产品放量加速，多款管线进入三期关键节点；涨停缘由：杰克替尼为JAK抑制剂，针对新冠重症具有明确抗炎机制；重组人凝血酶已进入多家三甲医院常规采购目录，销售放量超预期；资金逻辑：医药主题基金大幅加仓，6月24日主力资金净流入3200万元，特大单买入占比达18%，显示机构抢筹；风险提示：新药审批进度存在不确定性；医保谈判降价压力持续存在；研发投入高企影响短期盈利	全球第二家、中国唯一一家拥有重组人凝血酶工业化生产技术厂家；公司自主研发的盐酸杰克替尼片用于治疗重型新型冠状病毒肺炎患者的临床试验申请获得受理	2026-03-03\|76.56\|-4.37\|79.87\|80.73\|75.52\|48106;2026-03-04\|75.75\|-1.06\|76.00\|77.01\|75.10\|26353;2026-03-05\|77.69\|2.56\|77.00\|79.89\|75.30\|29881;2026-03-06\|82.15\|5.74\|78.29\|83.22\|77.00\|45091;2026-03-09\|80.01\|-2.60\|80.92\|81.92\|78.51\|30258;2026-03-10\|85.80\|7.24\|81.90\|86.90\|81.45\|40145;2026-03-11\|83.32\|-2.89\|86.60\|87.00\|83.10\|25760;2026-03-12\|80.80\|-3.02\|83.28\|83.49\|80.20\|21745;2026-03-13\|78.95\|-2.29\|80.80\|80.80\|78.58\|20264;2026-03-16\|82.05\|3.93\|78.42\|82.58\|77.87\|26409;2026-03-17\|84.62\|3.13\|82.05\|86.99\|81.01\|46453;2026-03-18\|85.93\|1.55\|84.08\|87.95\|84.00\|28718;2026-03-19\|85.71\|-0.26\|84.73\|88.13\|84.73\|25603;2026-03-20\|86.47\|0.89\|86.20\|90.27\|85.20\|35812;2026-03-23\|84.81\|-1.92\|85.20\|88.28\|84.00\|43200;2026-03-24\|90.49\|6.70\|87.19\|92.78\|87.19\|44340;2026-03-25\|91.60\|1.23\|89.89\|92.94\|88.88\|33938;2026-03-26\|93.33\|1.89\|91.75\|96.15\|91.75\|30290;2026-03-27\|100.69\|7.89\|92.55\|101.99\|92.13\|51581;2026-03-30\|96.51\|-4.15\|99.79\|100.59\|93.01\|66448;2026-03-31\|98.80\|2.37\|96.00\|101.10\|95.51\|51373;2026-04-01\|104.10\|5.36\|98.80\|106.28\|98.58\|52703;2026-04-02\|102.20\|-1.83\|104.20\|106.20\|101.40\|39390;2026-04-03\|99.50\|-2.64\|101.31\|102.21\|99.22\|26157;2026-04-07\|100.00\|0.50\|98.66\|102.30\|96.52\|25320;2026-04-08\|100.57\|0.57\|103.80\|103.85\|98.51\|35678;2026-04-09\|98.00\|-2.56\|99.45\|101.48\|97.88\|23762;2026-04-10\|97.77\|-0.23\|98.61\|101.80\|96.51\|26292;2026-04-13\|99.78\|2.06\|97.92\|101.10\|96.96\|32760;2026-04-14\|98.49\|-1.29\|100.89\|100.89\|95.38\|32739;2026-04-15\|100.31\|1.85\|100.58\|102.00\|97.16\|45537;2026-04-16\|101.50\|1.19\|100.80\|102.87\|97.80\|29560;2026-04-17\|98.80\|-2.66\|100.33\|101.61\|97.52\|26504;2026-04-20\|100.00\|1.21\|98.80\|103.66\|98.03\|30149;2026-04-21\|98.17\|-1.83\|100.25\|101.85\|97.12\|22764;2026-04-22\|101.18\|3.07\|98.79\|101.96\|97.60\|25087;2026-04-23\|98.00\|-3.14\|102.00\|102.00\|96.32\|35965;2026-04-24\|97.10\|-0.92\|96.62\|99.88\|94.88\|33082;2026-04-27\|100.00\|2.99\|99.04\|101.96\|96.41\|35349;2026-04-28\|99.42\|-0.58\|101.00\|101.95\|99.01\|30936;2026-04-29\|100.40\|0.99\|102.00\|102.00\|95.28\|59957;2026-04-30\|104.00\|3.59\|100.39\|108.73\|99.13\|55835;2026-05-06\|106.02\|1.94\|104.00\|107.99\|102.20\|55703;2026-05-07\|104.50\|-1.43\|106.00\|108.48\|103.85\|41960;2026-05-08\|101.45\|-2.92\|106.01\|106.65\|100.88\|33069;2026-05-11\|105.28\|3.78\|100.60\|107.26\|96.29\|70035;2026-05-12\|111.63\|6.03\|105.22\|115.60\|103.49\|67815;2026-05-13\|107.00\|-4.15\|111.07\|113.76\|106.56\|51162;2026-05-14\|100.60\|-5.98\|106.00\|107.26\|100.21\|43247;2026-05-15\|102.35\|1.74\|100.32\|103.59\|100.01\|33532;2026-05-18\|98.31\|-3.95\|101.50\|102.90\|97.45\|40293;2026-05-19\|99.32\|1.03\|98.31\|101.88\|97.17\|35755;2026-05-20\|100.07\|0.76\|98.75\|101.66\|98.12\|36317;2026-05-21\|103.14\|3.07\|100.07\|106.49\|99.05\|48721;2026-05-22\|102.07\|-1.04\|104.04\|105.80\|101.14\|33833;2026-05-25\|98.99\|-3.02\|101.49\|103.08\|97.61\|34560;2026-05-26\|98.54\|-0.45\|99.47\|99.88\|97.00\|24458;2026-05-27\|100.78\|2.27\|97.50\|102.00\|96.26\|35236;2026-05-28\|96.80\|-3.95\|100.48\|102.88\|96.53\|29391;2026-05-29\|99.93\|3.23\|96.70\|100.97\|93.10\|45427;2026-06-01\|99.62\|-0.31\|100.95\|105.59\|98.61\|62189;2026-06-02\|96.26\|-3.37\|100.00\|100.00\|95.00\|34684;2026-06-03\|93.50\|-2.87\|95.60\|96.20\|93.00\|29218;2026-06-04\|89.94\|-3.81\|92.46\|94.15\|89.00\|42310;2026-06-05\|90.67\|0.81\|90.72\|92.45\|88.96\|33331;2026-06-08\|87.25\|-3.77\|88.86\|90.59\|85.80\|33920;2026-06-09\|89.92\|3.06\|88.00\|92.17\|86.00\|32871;2026-06-10\|92.99\|3.41\|89.68\|93.87\|89.12\|35440;2026-06-11\|91.45\|-1.66\|91.70\|94.63\|89.20\|26191;2026-06-12\|92.88\|1.56\|92.94\|94.03\|88.60\|39007;2026-06-15\|90.19\|-2.90\|92.88\|93.87\|89.71\|34452;2026-06-16\|90.46\|0.30\|91.39\|91.39\|88.60\|26122;2026-06-17\|87.00\|-3.82\|89.00\|90.00\|86.29\|35621;2026-06-18\|89.69\|3.09\|86.93\|91.39\|85.88\|34056;2026-06-22\|88.23\|-1.63\|88.85\|90.09\|84.17\|40229;2026-06-23\|89.71\|1.68\|87.50\|91.25\|86.61\|39467;2026-06-24\|99.58\|11.00\|91.57\|103.80\|90.01\|78210;2026-06-25\|107.50\|7.95\|98.00\|108.22\|97.02\|104148;2026-06-26\|106.80\|-0.65\|107.77\|109.36\|105.43\|66456;2026-06-29\|114.41\|7.13\|107.00\|117.54\|102.81\|119187;2026-06-30\|116.66\|1.97\|115.01\|118.00\|112.00\|95889;2026-07-01\|130.00\|11.43\|114.49\|131.50\|111.67\|124560;2026-07-02\|136.31\|4.85\|130.34\|140.00\|126.50\|153520;2026-07-03\|143.00\|4.91\|135.00\|146.02\|125.69\|144262;2026-07-06\|143.05\|0.04\|138.68\|160.00\|137.31\|141674;2026-07-07\|128.68\|-10.05\|138.85\|139.20\|128.00\|126748;2026-07-08\|129.99\|1.02\|130.04\|133.50\|126.09\|109909;2026-07-09\|136.86\|5.29\|125.87\|138.00\|124.98\|108823;2026-07-10\|145.00\|5.95\|133.50\|145.85\|133.34\|11211772
116743	多款新药密集上市	涨停揭秘：QHRD106靶向激肽释放酶获临床II期数据积极反馈，兼具神经保护与侧支循环改善双重机制，市场预期其成为卒中治疗大单品；涨停缘由：该靶点全球尚无上市药物，公司拥有完整专利布局；临床数据显示显著降低急性缺血性卒中患者致残率，差异化优势突出；资金逻辑：生物医药ETF连续增持，6月24日主力资金净流入1860万元，成交额同比翻倍，筹码向机构集中；风险提示：III期临床结果尚未公布，存在研发失败风险；卒中用药市场准入门槛高，推广周期较长	公司QHRD106靶向激肽释放酶，同时起到神经保护剂和改善侧支循环作用，机构称有望成为大单品	2026-03-03\|7.38\|-2.12\|7.54\|7.58\|7.35\|184709;2026-03-04\|7.31\|-0.95\|7.35\|7.41\|7.26\|127868;2026-03-05\|7.35\|0.55\|7.37\|7.43\|7.32\|116334;2026-03-06\|7.63\|3.81\|7.32\|7.63\|7.31\|207994;2026-03-09\|7.54\|-1.18\|7.56\|7.57\|7.43\|130736;2026-03-10\|7.63\|1.19\|7.57\|7.65\|7.55\|105763;2026-03-11\|7.58\|-0.66\|7.65\|7.67\|7.56\|92220;2026-03-12\|7.55\|-0.40\|7.58\|7.61\|7.52\|81531;2026-03-13\|7.51\|-0.53\|7.55\|7.64\|7.51\|112895;2026-03-16\|7.57\|0.80\|7.51\|7.59\|7.49\|77259;2026-03-17\|7.53\|-0.53\|7.57\|7.68\|7.53\|121796;2026-03-18\|7.58\|0.66\|7.54\|7.60\|7.47\|99839;2026-03-19\|7.44\|-1.85\|7.55\|7.59\|7.43\|106705;2026-03-20\|7.23\|-2.82\|7.46\|7.54\|7.23\|170031;2026-03-23\|6.82\|-5.67\|7.14\|7.15\|6.81\|213116;2026-03-24\|7.17\|5.13\|6.92\|7.18\|6.86\|203435;2026-03-25\|7.16\|-0.14\|7.21\|7.24\|7.14\|119925;2026-03-26\|7.17\|0.14\|7.15\|7.33\|7.12\|131352;2026-03-27\|7.51\|4.74\|7.11\|7.52\|7.08\|293263;2026-03-30\|7.66\|2.00\|7.48\|7.71\|7.45\|276079;2026-03-31\|7.64\|-0.26\|7.63\|7.80\|7.60\|242310;2026-04-01\|7.92\|3.66\|7.68\|7.95\|7.58\|475476;2026-04-02\|8.07\|1.89\|7.91\|8.20\|7.82\|650628;2026-04-03\|7.85\|-2.73\|7.87\|8.07\|7.81\|454796;2026-04-07\|7.80\|-0.64\|7.92\|7.92\|7.62\|308912;2026-04-08\|7.79\|-0.13\|7.90\|7.94\|7.69\|302069;2026-04-09\|7.58\|-2.70\|7.72\|7.85\|7.53\|320632;2026-04-10\|7.92\|4.49\|7.58\|8.09\|7.51\|514970;2026-04-13\|7.74\|-2.27\|7.85\|7.88\|7.63\|267477;2026-04-14\|7.82\|1.03\|7.76\|7.87\|7.63\|265734;2026-04-15\|8.02\|2.56\|7.96\|8.08\|7.73\|456929;2026-04-16\|7.93\|-1.12\|7.93\|7.96\|7.85\|260814;2026-04-17\|7.78\|-1.89\|7.90\|7.90\|7.72\|212079;2026-04-20\|7.70\|-1.03\|7.78\|7.78\|7.69\|140972;2026-04-21\|7.73\|0.39\|7.72\|7.78\|7.63\|149754;2026-04-22\|7.66\|-0.91\|7.70\|7.77\|7.63\|131654;2026-04-23\|7.46\|-2.61\|7.62\|7.64\|7.42\|200855;2026-04-24\|7.30\|-2.14\|7.19\|7.37\|7.05\|291160;2026-04-27\|7.18\|-1.64\|7.29\|7.31\|7.17\|106670;2026-04-28\|7.11\|-0.97\|7.16\|7.28\|7.08\|115410;2026-04-29\|7.09\|-0.28\|7.08\|7.15\|7.08\|112259;2026-04-30\|7.00\|-1.27\|7.10\|7.11\|6.96\|162903;2026-05-06\|7.19\|2.71\|7.01\|7.36\|7.01\|232799;2026-05-07\|7.11\|-1.11\|7.19\|7.23\|7.09\|132982;2026-05-08\|7.09\|-0.28\|7.14\|7.15\|7.04\|117728;2026-05-11\|7.17\|1.13\|7.13\|7.19\|7.05\|149020;2026-05-12\|7.06\|-1.53\|7.17\|7.18\|7.02\|135444;2026-05-13\|7.05\|-0.14\|7.07\|7.08\|7.02\|89441;2026-05-14\|6.97\|-1.13\|7.09\|7.09\|6.96\|120689;2026-05-15\|6.92\|-0.72\|6.97\|7.00\|6.87\|119049;2026-05-18\|6.77\|-2.17\|6.88\|6.88\|6.75\|121670;2026-05-19\|6.75\|-0.30\|6.76\|6.83\|6.70\|88471;2026-05-20\|6.57\|-2.67\|6.74\|6.74\|6.49\|173619;2026-05-21\|6.47\|-1.52\|6.57\|6.63\|6.45\|132684;2026-05-22\|6.59\|1.85\|6.54\|6.63\|6.45\|122674;2026-05-25\|6.56\|-0.46\|6.59\|6.62\|6.47\|94424;2026-05-26\|6.48\|-1.22\|6.55\|6.55\|6.44\|84193;2026-05-27\|6.37\|-1.70\|6.47\|6.48\|6.31\|107860;2026-05-28\|6.29\|-1.26\|6.36\|6.38\|6.20\|126705;2026-05-29\|6.33\|3.09\|6.21\|6.38\|6.19\|168201;2026-06-01\|6.33\|0.00\|6.36\|6.39\|6.26\|104446;2026-06-02\|6.20\|-2.05\|6.31\|6.34\|6.20\|100871;2026-06-03\|6.10\|-1.61\|6.19\|6.20\|6.09\|91232;2026-06-04\|5.98\|-1.97\|6.10\|6.14\|5.95\|123792;2026-06-05\|6.06\|1.34\|6.03\|6.12\|6.01\|106892;2026-06-08\|5.95\|-1.82\|6.05\|6.12\|5.87\|137341;2026-06-09\|5.87\|-1.34\|5.95\|5.97\|5.83\|106314;2026-06-10\|5.92\|0.85\|5.87\|5.94\|5.82\|86755;2026-06-11\|5.84\|-1.35\|5.94\|5.94\|5.77\|85350;2026-06-12\|5.94\|1.71\|5.83\|5.95\|5.79\|112343;2026-06-15\|5.90\|-0.67\|5.95\|6.01\|5.86\|114899;2026-06-16\|5.82\|-1.36\|5.87\|5.88\|5.77\|95716;2026-06-17\|5.78\|-0.69\|5.82\|5.82\|5.70\|90763;2026-06-18\|5.85\|1.21\|5.76\|5.94\|5.69\|120765;2026-06-22\|5.78\|-1.20\|5.85\|5.85\|5.58\|156508;2026-06-23\|5.92\|2.42\|5.76\|6.04\|5.73\|212533;2026-06-24\|6.51\|9.97\|5.96\|6.51\|5.88\|398763;2026-06-25\|6.37\|-2.15\|6.27\|6.46\|6.22\|460419;2026-06-26\|5.98\|-6.12\|6.35\|6.43\|5.97\|301606;2026-06-29\|6.38\|6.69\|5.93\|6.44\|5.67\|442635;2026-06-30\|6.21\|-2.66\|6.37\|6.37\|6.16\|257170;2026-07-01\|6.81\|9.66\|6.20\|6.83\|6.06\|684990;2026-07-02\|6.72\|-1.32\|6.74\|7.01\|6.70\|521499;2026-07-03\|6.84\|1.79\|6.81\|6.93\|6.62\|376883;2026-07-06\|6.93\|1.32\|6.74\|7.09\|6.70\|451444;2026-07-07\|6.61\|-4.62\|6.81\|6.84\|6.55\|302883;2026-07-08\|6.65\|0.61\|6.57\|6.78\|6.46\|209843;2026-07-09\|6.52\|-1.95\|6.57\|6.73\|6.46\|259013;2026-07-10\|6.87\|5.37\|6.47\|6.95\|6.38\|436603
116742	多款新药密集上市	CDMO+GLP-1多肽+新兴业务爆发行业原因：渤海证券指出，近期多家医药上市公司开启股份回购，增强市场信心，释放价值低估信号，看好行业筑底修复机遇。同时，长期看好国产创新药发展趋势。中信建投指出，AI重塑制药逻辑的底层变革与商业化加速突破。公司原因： 1、据2026年4月28日机构调研，公司化学大分子业务含多肽、寡核苷酸等需求旺盛，减重领域多肽客户对产能需求迫切；截至一季报披露日，化学大分子在手订单同比增长127.59%，多肽固相合成总产能预计2026年底增至69,000升；据2025年年度报告，公司服务减重相关GLP-1多肽项目19个，其中8个处于临床后期。 2、据华福证券2026年6月15日研报，公司作为全球领先的一体化CDMO企业，新兴业务在手订单充沛，进入加速兑现期，预计2026-2028年归母净利润同比增长24%/31%/24%，首次覆盖给予“买入”评级；据2025年年度报告，公司2026年营业收入增长预计为19%-22%。	国内CMO行业龙头之一	2026-03-03\|92.50\|-2.05\|94.24\|94.98\|91.40\|50255;2026-03-04\|97.20\|5.08\|91.80\|98.95\|91.51\|78514;2026-03-05\|97.39\|0.20\|97.59\|99.20\|96.02\|33187;2026-03-06\|99.31\|1.97\|97.35\|101.29\|97.00\|40140;2026-03-09\|98.00\|-1.32\|98.88\|99.23\|96.66\|30290;2026-03-10\|101.30\|3.37\|98.74\|101.87\|98.74\|34041;2026-03-11\|99.93\|-1.35\|101.30\|101.71\|99.80\|26081;2026-03-12\|98.75\|-1.18\|99.99\|102.40\|98.00\|27133;2026-03-13\|99.31\|0.57\|98.39\|99.95\|96.30\|32948;2026-03-16\|99.08\|-0.23\|98.94\|100.74\|97.08\|26935;2026-03-17\|98.70\|-0.38\|98.81\|101.17\|97.80\|36906;2026-03-18\|99.46\|0.77\|98.50\|100.19\|98.11\|23947;2026-03-19\|96.06\|-3.42\|98.21\|98.94\|95.92\|27761;2026-03-20\|95.00\|-1.10\|96.48\|97.98\|95.00\|24434;2026-03-23\|91.92\|-3.24\|93.90\|94.86\|91.33\|33199;2026-03-24\|95.59\|3.99\|93.15\|97.17\|92.92\|40310;2026-03-25\|96.50\|0.95\|96.00\|97.37\|95.51\|28342;2026-03-26\|96.80\|0.31\|96.57\|99.49\|96.18\|29775;2026-03-27\|99.90\|3.20\|96.18\|100.65\|96.01\|41037;2026-03-30\|100.70\|0.80\|99.90\|100.90\|99.20\|44203;2026-03-31\|110.77\|10.00\|105.67\|110.77\|105.67\|170050;2026-04-01\|121.85\|10.00\|114.61\|121.85\|112.45\|191281;2026-04-02\|126.65\|3.94\|124.04\|129.80\|122.00\|304901;2026-04-03\|122.06\|-3.62\|125.01\|125.50\|121.35\|213063;2026-04-07\|119.56\|-2.05\|122.50\|124.50\|117.50\|153883;2026-04-08\|118.72\|-0.70\|121.00\|122.10\|118.11\|142157;2026-04-09\|121.25\|2.13\|118.72\|122.45\|116.55\|151466;2026-04-10\|121.27\|0.02\|120.13\|124.44\|120.10\|126583;2026-04-13\|120.96\|-0.26\|121.42\|123.68\|119.31\|84331;2026-04-14\|121.33\|0.31\|122.00\|122.50\|118.00\|92864;2026-04-15\|117.85\|-2.87\|122.40\|123.33\|111.18\|177083;2026-04-16\|117.41\|-0.37\|117.24\|119.40\|115.50\|84100;2026-04-17\|114.41\|-2.56\|117.22\|117.98\|114.15\|81289;2026-04-20\|113.72\|-0.60\|116.00\|116.00\|113.22\|54913;2026-04-21\|111.33\|-2.10\|113.55\|115.48\|111.00\|63930;2026-04-22\|113.04\|1.54\|111.20\|113.44\|110.00\|54024;2026-04-23\|112.01\|-0.91\|113.00\|115.35\|111.50\|61163;2026-04-24\|117.08\|4.53\|111.50\|118.20\|111.01\|129790;2026-04-27\|117.72\|0.55\|116.88\|119.74\|116.30\|88501;2026-04-28\|129.49\|10.00\|121.07\|129.49\|120.07\|98636;2026-04-29\|126.80\|-2.08\|128.97\|129.11\|123.70\|147354;2026-04-30\|125.56\|-0.98\|126.73\|128.99\|125.17\|75975;2026-05-06\|124.68\|-0.70\|123.20\|125.48\|120.80\|83534;2026-05-07\|128.08\|2.73\|124.98\|131.29\|124.98\|78298;2026-05-08\|123.58\|-3.51\|128.09\|128.80\|123.45\|56661;2026-05-11\|130.08\|5.26\|122.50\|130.80\|121.80\|109593;2026-05-12\|128.89\|-0.91\|128.36\|132.98\|128.00\|106964;2026-05-13\|126.68\|-1.71\|129.63\|130.00\|125.28\|63109;2026-05-14\|122.19\|-3.54\|126.22\|128.93\|122.00\|58690;2026-05-15\|117.97\|-3.45\|122.41\|125.31\|116.92\|85605;2026-05-18\|118.77\|0.68\|117.70\|119.93\|115.06\|53967;2026-05-19\|117.89\|-0.74\|118.73\|122.50\|117.03\|49234;2026-05-20\|118.86\|0.82\|117.80\|120.80\|115.90\|56992;2026-05-21\|126.15\|6.13\|119.00\|129.30\|118.41\|123642;2026-05-22\|126.85\|0.55\|126.14\|127.72\|124.24\|85612;2026-05-25\|123.93\|-2.30\|125.00\|125.87\|120.83\|78273;2026-05-26\|123.49\|-0.35\|123.00\|124.00\|119.06\|52019;2026-05-27\|122.16\|-1.08\|122.97\|123.72\|118.00\|70155;2026-05-28\|117.62\|-3.72\|122.19\|123.98\|117.10\|57400;2026-05-29\|117.42\|-0.17\|118.28\|121.10\|114.73\|69546;2026-06-01\|115.39\|-1.73\|117.42\|125.29\|114.70\|78242;2026-06-02\|113.91\|-1.28\|115.50\|115.88\|111.70\|48053;2026-06-03\|116.63\|2.39\|113.80\|118.34\|113.01\|51896;2026-06-04\|119.62\|2.56\|115.60\|119.79\|115.00\|44897;2026-06-05\|116.27\|-2.80\|119.60\|122.00\|115.31\|59090;2026-06-08\|112.56\|-3.19\|113.01\|116.26\|111.52\|48386;2026-06-09\|111.38\|-1.05\|113.33\|113.59\|106.83\|66105;2026-06-10\|113.40\|1.81\|111.38\|115.18\|110.30\|40649;2026-06-11\|113.61\|0.19\|112.98\|115.99\|111.59\|42948;2026-06-12\|117.01\|2.99\|113.50\|117.50\|112.24\|60048;2026-06-15\|114.56\|-2.09\|115.84\|115.84\|112.66\|47058;2026-06-16\|112.07\|-2.17\|114.50\|114.75\|111.64\|42965;2026-06-17\|115.00\|2.61\|112.08\|115.57\|111.18\|33750;2026-06-18\|123.82\|7.67\|114.80\|124.78\|113.60\|71946;2026-06-22\|125.81\|1.61\|123.39\|125.87\|120.00\|65032;2026-06-23\|128.70\|2.30\|125.10\|131.68\|124.13\|89514;2026-06-24\|141.57\|10.00\|129.42\|141.57\|127.80\|67291;2026-06-25\|151.46\|6.99\|142.11\|155.02\|141.57\|175621;2026-06-26\|152.50\|1.56\|152.51\|158.50\|150.25\|138383;2026-06-29\|167.75\|10.00\|155.55\|167.75\|151.00\|106012;2026-06-30\|162.00\|-3.43\|170.76\|171.80\|158.50\|185500;2026-07-01\|164.80\|1.73\|158.88\|170.00\|150.17\|218622;2026-07-02\|153.19\|-7.04\|159.91\|167.30\|151.50\|195791;2026-07-03\|165.80\|8.23\|156.00\|166.70\|149.55\|174010;2026-07-06\|162.10\|-2.23\|160.00\|181.81\|157.00\|232678;2026-07-07\|153.10\|-5.55\|160.47\|163.01\|152.26\|183218;2026-07-08\|149.53\|-2.33\|154.13\|159.77\|149.00\|126991;2026-07-09\|161.23\|7.82\|149.30\|163.31\|145.11\|154466;2026-07-10\|165.41\|2.59\|159.00\|171.54\|156.50\|155367
116741	多款新药密集上市	创新药+脑机接口+海南自贸区+国企行业原因：据中信建投证券6月30日研报，2026年开年以来海南离岛免税销售表现稳健，端午假期购物金额与人次均实现同比增长，免税渠道核心品类价格优势逐步体现，验证封关后海南作为优质消费渠道的发展潜力。公司原因： 1、据2026年6月25日异常波动公告，公司抗肝纤维化创新药氟非尼酮胶囊已完成II期临床试验，III期临床正按计划推进；抗癫痫创新药派恩加滨片已完成IIa期，IIb期临床试验正按计划推进。 2、据2025年半年报及力声特2025年4月18日官微，公司联营企业上海力声特医学科技有限公司参股35.42%主营人工耳蜗，该技术被誉为目前最成功的脑机接口。 3、据2025年年报及2026年5月13日业绩说明会，公司依托海南自贸港政策优势，产品出口至多个国家和地区，并代销新西兰AFT公司大健康产品，已在天猫、抖音等平台销售。 4、公司实控人为国务院国有资产监督管理委员会，为国有企业。	海南本地股，主营中西成药、精细化工产品、化学原料药、保健品及与医药工业相配套的进出口贸易	2026-03-03\|5.61\|-3.28\|5.85\|5.93\|5.61\|417345;2026-03-04\|5.60\|-0.18\|5.56\|5.69\|5.52\|324604;2026-03-05\|5.67\|1.25\|5.66\|5.73\|5.63\|281383;2026-03-06\|5.77\|1.76\|5.63\|5.77\|5.61\|278911;2026-03-09\|5.74\|-0.52\|5.69\|5.76\|5.62\|278999;2026-03-10\|5.74\|0.00\|5.77\|5.80\|5.72\|249401;2026-03-11\|5.67\|-1.22\|5.73\|5.75\|5.64\|229915;2026-03-12\|5.62\|-0.88\|5.66\|5.68\|5.59\|234383;2026-03-13\|5.55\|-1.25\|5.59\|5.64\|5.54\|245105;2026-03-16\|5.62\|1.26\|5.54\|5.66\|5.54\|242435;2026-03-17\|5.53\|-1.60\|5.62\|5.69\|5.53\|272048;2026-03-18\|5.55\|0.36\|5.52\|5.58\|5.45\|220071;2026-03-19\|5.38\|-3.06\|5.51\|5.52\|5.34\|236773;2026-03-20\|5.24\|-2.60\|5.39\|5.42\|5.23\|228475;2026-03-23\|5.06\|-3.44\|5.20\|5.29\|5.02\|397147;2026-03-24\|5.29\|4.55\|5.15\|5.29\|5.09\|422220;2026-03-25\|5.35\|1.13\|5.34\|5.35\|5.26\|212038;2026-03-26\|5.27\|-1.50\|5.33\|5.48\|5.25\|217190;2026-03-27\|5.49\|4.17\|5.21\|5.50\|5.19\|440420;2026-03-30\|5.56\|1.27\|5.44\|5.59\|5.38\|334149;2026-03-31\|5.44\|-2.16\|5.52\|5.60\|5.41\|318169;2026-04-01\|5.61\|3.12\|5.49\|5.63\|5.38\|501742;2026-04-02\|5.69\|1.43\|5.58\|5.71\|5.54\|801518;2026-04-03\|5.33\|-6.33\|5.56\|5.58\|5.32\|625648;2026-04-07\|5.40\|1.31\|5.34\|5.41\|5.15\|360627;2026-04-08\|5.50\|1.85\|5.47\|5.53\|5.37\|378372;2026-04-09\|5.28\|-4.00\|5.45\|5.55\|5.25\|540429;2026-04-10\|5.29\|0.19\|5.26\|5.40\|5.22\|354211;2026-04-13\|5.36\|1.32\|5.28\|5.38\|5.25\|284085;2026-04-14\|5.36\|0.00\|5.40\|5.40\|5.26\|246064;2026-04-15\|5.47\|2.05\|5.46\|5.54\|5.36\|408032;2026-04-16\|5.54\|1.28\|5.46\|5.57\|5.40\|428367;2026-04-17\|5.51\|-0.54\|5.55\|5.57\|5.42\|303221;2026-04-20\|5.54\|0.54\|5.51\|5.55\|5.41\|279154;2026-04-21\|5.37\|-3.07\|5.50\|5.52\|5.33\|343005;2026-04-22\|5.31\|-1.12\|5.34\|5.34\|5.26\|228009;2026-04-23\|5.13\|-3.39\|5.28\|5.30\|5.11\|310158;2026-04-24\|5.07\|-1.17\|5.11\|5.18\|5.04\|233828;2026-04-27\|5.14\|1.38\|5.07\|5.16\|4.94\|307868;2026-04-28\|4.93\|-4.09\|5.07\|5.10\|4.86\|441104;2026-04-29\|4.96\|0.61\|4.88\|5.02\|4.84\|272663;2026-04-30\|5.00\|0.81\|4.97\|5.04\|4.91\|211271;2026-05-06\|4.99\|-0.20\|5.01\|5.03\|4.97\|253212;2026-05-07\|4.95\|-0.80\|5.01\|5.02\|4.91\|266514;2026-05-08\|5.05\|2.02\|4.95\|5.13\|4.94\|388943;2026-05-11\|5.05\|0.00\|5.05\|5.08\|4.96\|312720;2026-05-12\|4.89\|-3.17\|5.04\|5.04\|4.87\|371690;2026-05-13\|4.92\|0.61\|4.87\|4.97\|4.77\|323293;2026-05-14\|4.68\|-4.88\|4.92\|4.92\|4.68\|390753;2026-05-15\|4.58\|-2.14\|4.68\|4.71\|4.58\|267185;2026-05-18\|4.56\|-0.44\|4.58\|4.60\|4.54\|180790;2026-05-19\|4.55\|-0.22\|4.55\|4.60\|4.45\|201401;2026-05-20\|4.38\|-3.74\|4.55\|4.55\|4.35\|301285;2026-05-21\|4.27\|-2.51\|4.38\|4.43\|4.25\|259203;2026-05-22\|4.28\|0.23\|4.28\|4.33\|4.23\|213252;2026-05-25\|4.23\|-1.17\|4.27\|4.31\|4.17\|240575;2026-05-26\|4.17\|-1.42\|4.23\|4.24\|4.10\|230880;2026-05-27\|4.07\|-2.40\|4.17\|4.18\|4.02\|246657;2026-05-28\|4.10\|0.74\|4.06\|4.15\|4.03\|247709;2026-05-29\|4.11\|0.24\|4.11\|4.20\|4.09\|254673;2026-06-01\|4.18\|1.70\|4.11\|4.21\|4.06\|218888;2026-06-02\|4.08\|-2.39\|4.16\|4.18\|4.02\|197996;2026-06-03\|4.08\|0.00\|4.11\|4.12\|4.04\|151725;2026-06-04\|3.97\|-2.70\|4.06\|4.08\|3.93\|226692;2026-06-05\|3.99\|0.50\|3.97\|4.06\|3.94\|221009;2026-06-08\|3.88\|-2.76\|3.92\|4.03\|3.82\|236296;2026-06-09\|3.90\|0.52\|3.92\|3.95\|3.80\|203695;2026-06-10\|3.85\|-1.28\|3.86\|3.91\|3.78\|193314;2026-06-11\|3.79\|-1.56\|3.82\|3.86\|3.75\|152775;2026-06-12\|3.88\|2.37\|3.82\|3.90\|3.74\|248113;2026-06-15\|3.85\|-0.77\|3.88\|3.99\|3.81\|226176;2026-06-16\|3.87\|0.52\|3.85\|3.89\|3.73\|214956;2026-06-17\|3.78\|-2.33\|3.87\|3.90\|3.75\|195143;2026-06-18\|3.77\|-0.26\|3.79\|3.90\|3.69\|280832;2026-06-22\|3.71\|-1.59\|3.75\|3.75\|3.56\|329723;2026-06-23\|4.08\|9.97\|3.79\|4.08\|3.78\|282450;2026-06-24\|4.49\|10.05\|4.33\|4.49\|4.33\|503356;2026-06-25\|4.59\|2.23\|4.69\|4.93\|4.30\|1707985;2026-06-26\|4.13\|-10.02\|4.55\|4.58\|4.13\|964120;2026-06-29\|4.54\|9.93\|4.02\|4.54\|3.93\|983439;2026-06-30\|4.99\|9.91\|4.64\|4.99\|4.56\|1880191;2026-07-01\|5.49\|10.02\|4.90\|5.49\|4.77\|2074936;2026-07-02\|6.04\|10.02\|5.99\|6.04\|5.95\|1235872;2026-07-03\|6.14\|1.66\|6.22\|6.56\|5.71\|3587792;2026-07-06\|6.43\|4.72\|5.69\|6.73\|5.60\|3498224;2026-07-07\|5.79\|-9.95\|5.79\|5.79\|5.79\|318614;2026-07-08\|5.21\|-10.02\|5.21\|5.78\|5.21\|2933581;2026-07-09\|4.73\|-9.21\|4.74\|5.10\|4.69\|2726316;2026-07-10\|4.95\|4.65\|4.58\|5.19\|4.45\|2745726
116740	报道称特斯拉已开始推进人形机器人Optimus 3量产	涨停揭秘：特斯拉Optimus Gen3量产启动，带动工业机器人产业链景气度上行，公司拆垛码垛机器人已实现批量出口；涨停缘由：公司机器人产品适配柔性制造场景，已获海外食品、医药包装客户订单；国内包装智能化改造提速，存量设备更新需求明确；资金逻辑：游资主导拉升，6月24日涨停封单超20万手，换手率12.3%，显示短线资金博弈热度高；风险提示：机器人业务占比仍较低，短期难成业绩支柱；海外订单交付周期长，回款存在不确定性	公司拆垛、码垛机器人等目前主要客户是包装行业客户，在海外和国内都已形成销售	2026-03-03\|8.79\|-5.38\|9.35\|9.38\|8.75\|207473;2026-03-04\|8.88\|1.02\|8.70\|9.08\|8.60\|159886;2026-03-05\|9.28\|4.50\|9.03\|9.37\|8.90\|186757;2026-03-06\|9.26\|-0.22\|9.23\|9.35\|9.19\|129130;2026-03-09\|9.21\|-0.54\|9.15\|9.25\|8.95\|161699;2026-03-10\|9.34\|1.41\|9.26\|9.46\|9.26\|129950;2026-03-11\|9.23\|-1.18\|9.34\|9.49\|9.11\|172905;2026-03-12\|8.78\|-4.88\|9.20\|9.21\|8.69\|196842;2026-03-13\|8.86\|0.91\|8.76\|9.09\|8.68\|173827;2026-03-16\|8.74\|-1.35\|8.85\|8.92\|8.64\|102486;2026-03-17\|8.30\|-5.03\|8.75\|8.80\|8.27\|138253;2026-03-18\|8.55\|3.01\|8.32\|8.56\|8.30\|113626;2026-03-19\|8.25\|-3.51\|8.42\|8.48\|8.18\|88182;2026-03-20\|7.92\|-4.00\|8.32\|8.39\|7.92\|112064;2026-03-23\|7.39\|-6.69\|7.76\|7.85\|7.28\|164854;2026-03-24\|7.65\|3.52\|7.76\|7.76\|7.33\|160940;2026-03-25\|7.72\|0.92\|7.68\|7.84\|7.67\|116577;2026-03-26\|7.57\|-1.94\|7.67\|7.77\|7.51\|116353;2026-03-27\|7.71\|1.85\|7.52\|7.76\|7.47\|88608;2026-03-30\|7.70\|-0.13\|7.60\|7.71\|7.47\|88760;2026-03-31\|7.48\|-2.86\|7.68\|7.80\|7.47\|84583;2026-04-01\|7.60\|1.60\|7.62\|7.75\|7.50\|72108;2026-04-02\|7.39\|-2.76\|7.57\|7.62\|7.32\|88713;2026-04-03\|7.07\|-4.33\|7.46\|7.48\|7.03\|103497;2026-04-07\|7.36\|4.10\|7.09\|7.39\|7.01\|122899;2026-04-08\|7.75\|5.30\|7.51\|7.75\|7.51\|111139;2026-04-09\|7.53\|-2.84\|7.67\|7.75\|7.50\|80321;2026-04-10\|7.64\|1.46\|7.57\|7.75\|7.57\|74770;2026-04-13\|7.63\|-0.13\|7.64\|7.70\|7.57\|59568;2026-04-14\|7.67\|0.52\|7.67\|7.69\|7.56\|65750;2026-04-15\|7.57\|-1.30\|7.70\|7.73\|7.55\|55380;2026-04-16\|7.74\|2.25\|7.60\|7.75\|7.51\|93246;2026-04-17\|7.67\|-0.90\|7.72\|7.72\|7.58\|71611;2026-04-20\|7.67\|0.00\|7.63\|7.69\|7.61\|58241;2026-04-21\|7.64\|-0.39\|7.66\|7.66\|7.53\|61406;2026-04-22\|7.61\|-0.39\|7.60\|7.64\|7.55\|61168;2026-04-23\|7.44\|-2.23\|7.60\|7.60\|7.40\|69205;2026-04-24\|7.53\|1.21\|7.45\|7.59\|7.35\|75194;2026-04-27\|7.73\|2.66\|7.55\|7.74\|7.40\|90670;2026-04-28\|6.86\|-11.25\|7.38\|7.38\|6.69\|330967;2026-04-29\|7.04\|2.62\|6.76\|7.11\|6.72\|199484;2026-04-30\|6.98\|-0.85\|7.06\|7.09\|6.89\|122110;2026-05-06\|6.96\|-0.29\|7.08\|7.15\|6.93\|141291;2026-05-07\|7.00\|0.57\|6.98\|7.12\|6.93\|129294;2026-05-08\|7.02\|0.29\|6.96\|7.03\|6.90\|104562;2026-05-11\|6.95\|-1.00\|7.06\|7.12\|6.91\|112843;2026-05-12\|6.82\|-1.87\|6.93\|6.98\|6.77\|86313;2026-05-13\|6.96\|2.05\|6.84\|7.05\|6.73\|110722;2026-05-14\|6.79\|-2.44\|6.99\|6.99\|6.79\|76431;2026-05-15\|6.69\|-1.47\|6.81\|6.86\|6.66\|100109;2026-05-18\|6.89\|2.99\|6.68\|6.96\|6.61\|112888;2026-05-19\|6.85\|-0.58\|6.87\|6.93\|6.72\|97179;2026-05-20\|6.74\|-1.61\|6.82\|6.88\|6.66\|74805;2026-05-21\|6.45\|-4.30\|6.79\|6.87\|6.42\|105007;2026-05-22\|6.60\|2.33\|6.57\|6.66\|6.38\|89677;2026-05-25\|6.43\|-2.58\|6.56\|6.66\|6.37\|94815;2026-05-26\|6.24\|-2.95\|6.41\|6.41\|6.16\|113081;2026-05-27\|6.06\|-2.88\|6.22\|6.27\|5.99\|101014;2026-05-28\|6.15\|1.49\|6.06\|6.23\|5.94\|108043;2026-05-29\|5.88\|-4.39\|6.15\|6.18\|5.85\|102753;2026-06-01\|6.10\|3.74\|5.84\|6.18\|5.80\|123028;2026-06-02\|5.90\|-3.28\|6.12\|6.13\|5.82\|107818;2026-06-03\|5.83\|-1.19\|5.90\|5.95\|5.78\|94433;2026-06-04\|5.71\|-2.06\|5.81\|5.87\|5.66\|73862;2026-06-05\|5.87\|2.80\|5.71\|5.95\|5.61\|128557;2026-06-08\|5.64\|-3.92\|5.80\|5.91\|5.54\|120057;2026-06-09\|5.74\|1.77\|5.68\|5.84\|5.55\|101208;2026-06-10\|5.55\|-3.31\|5.69\|5.72\|5.45\|102395;2026-06-11\|5.49\|-1.08\|5.52\|5.58\|5.36\|78443;2026-06-12\|5.55\|1.09\|5.56\|5.64\|5.41\|86678;2026-06-15\|5.57\|0.36\|5.55\|5.72\|5.50\|83548;2026-06-16\|5.57\|0.00\|5.54\|5.63\|5.41\|82010;2026-06-17\|5.42\|-2.69\|5.58\|5.58\|5.37\|81848;2026-06-18\|5.35\|-1.29\|5.37\|5.44\|5.26\|77275;2026-06-22\|5.46\|2.06\|5.34\|5.49\|5.09\|137932;2026-06-23\|5.86\|7.33\|5.43\|6.15\|5.38\|343293;2026-06-24\|6.60\|12.63\|5.78\|6.77\|5.61\|526036;2026-06-25\|7.51\|13.79\|7.45\|7.92\|6.67\|922585;2026-06-26\|6.37\|-15.18\|7.22\|7.40\|6.35\|631894;2026-06-29\|5.96\|-6.44\|6.39\|6.44\|5.85\|555185;2026-06-30\|5.87\|-1.51\|5.82\|5.98\|5.54\|363173;2026-07-01\|5.84\|-0.51\|5.79\|5.98\|5.56\|341667;2026-07-02\|5.67\|-2.91\|5.75\|6.07\|5.65\|330944;2026-07-03\|5.72\|0.88\|5.67\|5.82\|5.54\|265463;2026-07-06\|5.40\|-5.59\|5.72\|5.73\|5.35\|245562;2026-07-07\|5.22\|-3.33\|5.41\|5.46\|5.18\|158098;2026-07-08\|5.08\|-2.68\|5.20\|5.23\|5.04\|149534;2026-07-09\|5.08\|0.00\|5.04\|5.15\|4.90\|147663;2026-07-10\|5.33\|5.34\|5.03\|5.52\|4.96\|288040
116739	报道称特斯拉已开始推进人形机器人Optimus 3量产	外骨骼机器人+芯片增长+商业航天行业原因：国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台。全球将会迈入机器人“军备竞赛”。公司原因： 1、据2026年5月25日互动易，公司投资研发的最新一代下肢外骨骼产品已于3月底的中关村论坛上正式发布，主要应用于高强度户外运动及特殊人群辅助，现已在安徽九华山等景区提供租赁服务，并陆续将在部分城市的探路者专卖店提供产品体验服务，后续将在各大电商平台开发预售。 2、据2026年6月2日互动易，公司旗下江苏鼎茂主要从事红外陶瓷/晶圆级封装、热像机芯/整机、MEMS封测及工业线扫相机相关领域的封装测试代工业务。 3、据2026年5月15日投资者关系活动记录表，2026年一季度公司芯片业务主营收入1.79亿元，同比增长206.92%；公司将聚力供应链聚合、客户协同与技术共享，并全面拥抱AI。	国内户外用品龙头；公司投资研发的最新一代下肢外骨骼产品已于3月底的中关村论坛上正式发布，主要应用于高强度户外运动及特殊人群辅助，现已在安徽九华山等景区提供租赁服务，并陆续将在部分城市的探路者专卖店提供产品体验服务，后续将在各大电商平台开发预售	2026-03-03\|13.80\|-4.17\|14.43\|14.64\|13.66\|298703;2026-03-04\|13.87\|0.51\|13.60\|14.07\|13.38\|192514;2026-03-05\|14.13\|1.87\|14.06\|14.42\|14.01\|212552;2026-03-06\|14.73\|4.25\|14.12\|15.14\|14.01\|379770;2026-03-09\|14.92\|1.29\|14.69\|15.03\|14.13\|377001;2026-03-10\|15.18\|1.74\|15.06\|15.31\|14.86\|244822;2026-03-11\|15.00\|-1.19\|15.09\|15.40\|14.91\|247963;2026-03-12\|14.94\|-0.40\|15.04\|15.39\|14.91\|261268;2026-03-13\|14.56\|-2.54\|14.95\|15.20\|14.50\|244107;2026-03-16\|13.90\|-4.53\|14.50\|14.51\|13.51\|387194;2026-03-17\|13.60\|-2.16\|14.05\|14.17\|13.60\|184594;2026-03-18\|13.79\|1.40\|13.68\|14.00\|13.53\|182430;2026-03-19\|13.24\|-3.99\|13.70\|13.70\|13.10\|250096;2026-03-20\|13.04\|-1.51\|13.38\|13.60\|12.95\|162461;2026-03-23\|11.64\|-10.74\|12.67\|12.92\|11.46\|448727;2026-03-24\|12.58\|8.08\|12.18\|12.62\|11.66\|420662;2026-03-25\|13.36\|6.20\|12.60\|13.38\|12.57\|314186;2026-03-26\|14.04\|5.09\|13.52\|14.10\|13.38\|596905;2026-03-27\|14.52\|3.42\|13.90\|14.60\|13.50\|615331;2026-03-30\|15.06\|3.72\|14.30\|15.14\|14.25\|474281;2026-03-31\|14.90\|-1.06\|15.14\|15.43\|14.75\|456806;2026-04-01\|14.93\|0.20\|15.18\|15.28\|14.78\|280859;2026-04-02\|14.32\|-4.09\|14.96\|15.08\|14.21\|341324;2026-04-03\|14.34\|0.14\|14.46\|14.79\|14.00\|259559;2026-04-07\|14.25\|-0.63\|14.44\|14.72\|14.12\|192232;2026-04-08\|14.74\|3.44\|14.55\|14.87\|14.35\|277846;2026-04-09\|14.42\|-2.17\|14.71\|14.92\|14.37\|230951;2026-04-10\|14.33\|-0.62\|14.50\|14.70\|14.27\|179980;2026-04-13\|14.47\|0.98\|14.22\|14.51\|14.18\|163326;2026-04-14\|14.44\|-0.21\|14.57\|15.01\|14.25\|220876;2026-04-15\|14.50\|0.42\|14.44\|14.58\|14.24\|209982;2026-04-16\|14.61\|0.76\|14.53\|14.67\|14.16\|227729;2026-04-17\|14.52\|-0.62\|14.53\|14.75\|14.33\|217967;2026-04-20\|14.70\|1.24\|14.56\|14.93\|14.35\|224902;2026-04-21\|14.48\|-1.50\|14.61\|14.70\|14.24\|222659;2026-04-22\|14.55\|0.48\|14.37\|14.75\|14.32\|305906;2026-04-23\|14.95\|2.75\|14.56\|15.05\|14.40\|386938;2026-04-24\|16.11\|7.76\|15.00\|16.86\|14.85\|795443;2026-04-27\|16.73\|3.85\|16.71\|17.06\|16.18\|594436;2026-04-28\|16.44\|-1.73\|16.60\|17.00\|16.30\|397051;2026-04-29\|16.76\|1.95\|16.43\|16.95\|16.21\|435311;2026-04-30\|16.66\|-0.60\|16.70\|16.99\|16.53\|347265;2026-05-06\|15.00\|-9.96\|16.50\|16.66\|14.80\|827150;2026-05-07\|14.68\|-2.13\|15.04\|15.30\|14.56\|541038;2026-05-08\|14.54\|-0.95\|14.68\|14.96\|14.45\|382171;2026-05-11\|15.11\|3.92\|14.31\|15.19\|13.90\|560441;2026-05-12\|15.81\|4.63\|15.07\|15.99\|14.98\|541723;2026-05-13\|16.00\|1.20\|15.82\|16.30\|15.72\|380715;2026-05-14\|16.53\|3.31\|16.12\|17.17\|16.12\|624185;2026-05-15\|16.19\|-2.06\|16.44\|16.77\|15.96\|348802;2026-05-18\|15.93\|-1.61\|16.04\|16.45\|15.44\|307042;2026-05-19\|16.17\|1.51\|16.14\|16.25\|15.81\|254350;2026-05-20\|16.81\|3.96\|16.17\|17.09\|16.10\|430061;2026-05-21\|15.95\|-5.12\|16.82\|17.05\|15.90\|422769;2026-05-22\|16.50\|3.45\|16.27\|16.62\|15.82\|295131;2026-05-25\|15.30\|-7.27\|16.71\|16.71\|15.00\|513569;2026-05-26\|14.72\|-3.79\|15.20\|15.80\|14.55\|472652;2026-05-27\|15.19\|3.19\|14.77\|15.35\|14.40\|405625;2026-05-28\|15.21\|0.13\|15.15\|15.75\|15.01\|344367;2026-05-29\|15.11\|-0.59\|15.45\|15.63\|14.76\|384995;2026-06-01\|14.95\|-1.06\|15.36\|15.36\|14.85\|263996;2026-06-02\|16.00\|7.02\|14.98\|16.37\|14.88\|586276;2026-06-03\|14.94\|-6.62\|15.84\|15.84\|14.68\|523116;2026-06-04\|14.59\|-2.34\|14.80\|14.90\|14.44\|276512;2026-06-05\|14.86\|1.85\|14.66\|15.25\|14.54\|284216;2026-06-08\|14.80\|-0.40\|14.72\|15.43\|14.08\|323721;2026-06-09\|15.03\|1.55\|15.30\|15.34\|14.65\|204339;2026-06-10\|14.70\|-2.20\|14.88\|14.93\|14.25\|220438;2026-06-11\|15.00\|2.04\|14.51\|15.09\|14.25\|222315;2026-06-12\|14.62\|-2.53\|15.16\|15.38\|14.60\|265984;2026-06-15\|17.54\|19.97\|14.64\|17.54\|14.64\|1151799;2026-06-16\|17.60\|0.34\|17.98\|18.72\|17.05\|979318;2026-06-17\|17.39\|-1.19\|17.35\|17.70\|16.42\|722624;2026-06-18\|17.06\|-1.90\|17.40\|17.55\|16.59\|489606;2026-06-22\|17.38\|1.88\|17.49\|17.78\|16.31\|888319;2026-06-23\|19.26\|10.82\|17.60\|19.95\|17.19\|971747;2026-06-24\|21.95\|13.97\|19.27\|22.90\|19.22\|1050364;2026-06-25\|22.77\|3.74\|22.86\|23.20\|22.18\|738483;2026-06-26\|23.21\|1.93\|23.50\|24.50\|22.50\|773935;2026-06-29\|22.29\|-3.96\|23.29\|23.50\|21.90\|612342;2026-06-30\|22.60\|1.39\|22.19\|23.13\|21.70\|488125;2026-07-01\|24.43\|8.10\|22.42\|25.74\|22.42\|649832;2026-07-02\|23.30\|-4.63\|24.22\|24.67\|23.20\|413050;2026-07-03\|23.65\|1.50\|23.47\|24.48\|23.46\|455500;2026-07-06\|22.34\|-5.54\|24.01\|24.27\|22.21\|388697;2026-07-07\|22.36\|0.09\|22.77\|23.42\|22.00\|286866;2026-07-08\|20.68\|-7.51\|22.38\|22.74\|20.45\|507842;2026-07-09\|20.80\|0.58\|20.79\|21.15\|20.00\|394936;2026-07-10\|21.00\|0.96\|21.00\|22.14\|20.83\|337836
116738	报道称特斯拉已开始推进人形机器人Optimus 3量产	机器人+光通信+定增行业原因：国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台。全球将会迈入机器人“军备竞赛”。公司原因： 1、据2026年6月6日公告，公司拟向特定对象发行股票募资不超7.845亿元，用于高精高速六轴工业机器人规模化生产等项目，相关产品已获光通信、3C电子等领域头部企业认可。 2、据2025年10月30日互动易，在光通讯领域，高精高速六轴机器人已成功通过某国际连接器龙头企业12芯和16芯光纤装配方案验证，其中12芯光纤主要用于数据中心400G光纤电缆，16芯光纤主要用于800G高速光纤电缆。 3、据2025年年报，公司设立全资子公司聚焦高精高速机器人及具身智能机器人，其S系列高精高速六轴机器人已正式投产下线，重复定位精度达±0.01mm。	公司主要产品包括机器人自动化生产线、机器人工作站、机器人配件销售	2026-03-03\|51.40\|-8.08\|55.79\|56.95\|51.13\|49174;2026-03-04\|52.60\|2.33\|51.31\|52.95\|50.88\|31097;2026-03-05\|53.64\|1.98\|53.00\|53.90\|53.00\|21335;2026-03-06\|54.36\|1.34\|53.54\|54.80\|53.29\|15686;2026-03-09\|51.76\|-4.78\|53.92\|53.92\|50.00\|47592;2026-03-10\|54.28\|4.87\|52.46\|56.50\|51.52\|60250;2026-03-11\|57.06\|5.12\|54.81\|57.85\|54.02\|56995;2026-03-12\|58.16\|1.93\|57.80\|58.32\|56.50\|34004;2026-03-13\|54.85\|-5.69\|59.21\|59.21\|54.50\|39625;2026-03-16\|53.66\|-2.17\|54.85\|55.26\|52.51\|30200;2026-03-17\|53.38\|-0.52\|53.82\|55.50\|53.20\|31820;2026-03-18\|53.75\|0.69\|53.38\|54.00\|52.66\|17377;2026-03-19\|51.83\|-3.57\|53.03\|53.39\|51.50\|26624;2026-03-20\|50.92\|-1.76\|52.45\|53.27\|50.82\|23710;2026-03-23\|47.00\|-7.70\|50.40\|50.73\|46.23\|43818;2026-03-24\|49.51\|5.34\|48.06\|49.74\|47.00\|34660;2026-03-25\|49.75\|0.48\|49.76\|50.50\|49.00\|28685;2026-03-26\|47.93\|-3.66\|50.12\|50.13\|47.75\|29655;2026-03-27\|49.40\|3.07\|47.61\|50.55\|46.51\|31806;2026-03-30\|49.87\|0.95\|48.70\|50.39\|48.35\|16543;2026-03-31\|49.28\|-1.18\|49.70\|50.87\|49.28\|18280;2026-04-01\|56.18\|14.00\|50.11\|56.28\|50.11\|66841;2026-04-02\|61.27\|9.06\|57.00\|63.50\|55.95\|109522;2026-04-03\|60.90\|-0.60\|62.45\|62.67\|57.34\|105491;2026-04-07\|59.62\|-2.10\|61.66\|63.00\|59.51\|53188;2026-04-08\|63.06\|5.77\|60.22\|63.37\|60.22\|60315;2026-04-09\|62.16\|-1.43\|63.05\|63.05\|58.51\|65849;2026-04-10\|63.30\|1.83\|62.75\|65.00\|61.60\|45488;2026-04-13\|66.00\|4.27\|62.75\|66.00\|62.00\|51566;2026-04-14\|69.97\|6.02\|66.00\|72.50\|65.60\|93225;2026-04-15\|68.30\|-2.39\|70.00\|71.66\|68.25\|54594;2026-04-16\|67.97\|-0.48\|69.11\|69.16\|67.02\|35136;2026-04-17\|68.86\|1.31\|68.15\|69.69\|67.50\|35899;2026-04-20\|72.86\|5.81\|68.54\|72.86\|66.50\|71060;2026-04-21\|73.47\|0.84\|73.66\|75.05\|71.86\|50872;2026-04-22\|74.03\|0.76\|72.74\|75.47\|72.74\|42629;2026-04-23\|72.34\|-2.28\|75.00\|75.00\|71.12\|39632;2026-04-24\|72.52\|0.25\|72.11\|74.29\|70.67\|27707;2026-04-27\|74.33\|2.50\|73.30\|74.89\|71.36\|52933;2026-04-28\|69.09\|-7.05\|75.88\|76.93\|68.20\|81686;2026-04-29\|68.93\|-0.23\|70.00\|70.95\|68.00\|47096;2026-04-30\|74.35\|7.86\|69.99\|76.60\|69.01\|59372;2026-05-06\|76.20\|2.49\|76.12\|78.00\|75.01\|55942;2026-05-07\|85.50\|12.20\|76.12\|85.80\|75.41\|93059;2026-05-08\|86.97\|1.72\|84.50\|87.70\|83.00\|53348;2026-05-11\|89.30\|2.68\|87.98\|90.85\|85.89\|50513;2026-05-12\|90.92\|1.81\|89.28\|92.88\|88.50\|50871;2026-05-13\|91.99\|1.18\|91.00\|92.90\|87.00\|47280;2026-05-14\|85.68\|-6.86\|90.30\|92.50\|85.50\|81949;2026-05-15\|86.37\|0.81\|85.50\|88.00\|83.50\|65093;2026-05-18\|86.62\|0.29\|85.83\|90.36\|85.50\|50638;2026-05-19\|89.25\|3.04\|86.43\|89.84\|84.68\|40450;2026-05-20\|91.65\|2.69\|89.22\|92.36\|88.00\|36430;2026-05-21\|87.59\|-4.43\|92.08\|96.23\|86.31\|76629;2026-05-22\|89.70\|2.41\|87.59\|90.87\|86.12\|51673;2026-05-25\|94.33\|5.16\|93.00\|97.99\|90.00\|81344;2026-05-26\|90.88\|-3.66\|93.81\|94.33\|89.00\|50292;2026-05-27\|89.36\|-1.67\|90.88\|95.29\|88.69\|53357;2026-05-28\|90.36\|1.12\|88.93\|91.49\|87.64\|40286;2026-05-29\|85.89\|-4.95\|91.36\|91.36\|84.00\|58268;2026-06-01\|84.37\|-1.77\|85.50\|88.25\|82.11\|51747;2026-06-02\|89.02\|5.51\|85.31\|90.01\|83.01\|51008;2026-06-03\|101.60\|14.13\|89.02\|103.65\|87.07\|96262;2026-06-04\|108.64\|6.93\|100.50\|110.00\|99.00\|73380;2026-06-05\|109.99\|1.24\|106.79\|111.66\|106.00\|75261;2026-06-08\|104.80\|-4.72\|104.04\|111.91\|102.20\|91669;2026-06-09\|107.52\|2.60\|107.60\|111.10\|105.00\|61391;2026-06-10\|103.00\|-4.20\|106.50\|107.50\|100.00\|59692;2026-06-11\|103.50\|0.49\|101.00\|109.93\|98.04\|78565;2026-06-12\|102.61\|-0.86\|105.05\|107.92\|100.50\|52195;2026-06-15\|123.13\|20.00\|104.89\|123.13\|103.95\|127347;2026-06-16\|123.89\|0.62\|127.18\|132.55\|122.20\|129830;2026-06-17\|122.38\|-1.22\|120.42\|127.82\|120.42\|67548;2026-06-18\|129.35\|5.70\|122.88\|131.50\|120.00\|73831;2026-06-22\|131.39\|1.58\|132.08\|136.00\|126.31\|70929;2026-06-23\|126.33\|-3.85\|128.90\|130.68\|123.00\|54518;2026-06-24\|146.60\|16.05\|125.33\|149.87\|122.00\|127795;2026-06-25\|107.34\|-4.80\|112.97\|114.98\|105.35\|133314;2026-06-26\|108.60\|1.17\|105.00\|113.95\|104.94\|103953;2026-06-29\|104.67\|-3.62\|110.16\|115.85\|102.57\|112976;2026-06-30\|106.45\|1.70\|105.96\|108.19\|100.01\|92917;2026-07-01\|106.75\|0.28\|105.80\|111.76\|103.14\|83438;2026-07-02\|97.49\|-8.67\|103.55\|104.95\|96.85\|95637;2026-07-03\|103.30\|5.96\|95.77\|107.99\|95.12\|104618;2026-07-06\|93.90\|-9.10\|103.00\|103.30\|91.26\|89298;2026-07-07\|92.45\|-1.54\|93.99\|98.01\|91.30\|63382;2026-07-08\|91.17\|-1.38\|95.00\|95.83\|89.48\|68992;2026-07-09\|93.00\|2.01\|94.39\|94.39\|88.01\|67090;2026-07-10\|91.88\|-1.20\|95.00\|100.60\|91.52\|6862551
116737	报道称特斯拉已开始推进人形机器人Optimus 3量产	物理AI收入+具身智能平台+机器人概念+CAE软件行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2025年年度报告及2026年4月27日投资者关系活动记录表，公司2025年来自开物平台物理AI核心的收入达5816万元，超额完成股权激励目标，并在低空经济领域实现项目落地。 2、据2026年4月27日投资者关系活动记录表，公司在具身智能训练领域，依托仿真底座和物理AI能力，计划今年发布虚拟训练环境产品，并积极对接客户。 3、根据2025年5月27日互动易，索辰物理AI开发平台针对机器人场景目前发布了机器人设计优化软件，针对机器人训练提供环境的功能尚在开发中。 4、据2025年年度报告，公司是国内CAE计算机辅助工程软件领域的龙头企业，2025年实现营业收入4.66亿元，其中天工系列CAE收入达2.84亿元，占总收入61%。	公司推出物理AI开发及应用平台全场景解决方案，对标英伟达Omniverse，针对机器人场景目前发布了机器人设计优化软件	2026-03-03\|93.09\|-7.93\|100.02\|101.68\|93.08\|30075;2026-03-04\|91.89\|-1.29\|91.61\|94.24\|91.61\|15328;2026-03-05\|93.82\|2.10\|94.00\|95.50\|93.01\|11907;2026-03-06\|94.84\|1.09\|93.04\|95.68\|93.04\|9947;2026-03-09\|97.80\|3.12\|92.88\|99.00\|91.00\|26928;2026-03-10\|99.81\|2.06\|98.00\|100.48\|97.50\|18408;2026-03-11\|98.66\|-1.15\|99.50\|100.84\|97.90\|19476;2026-03-12\|95.40\|-3.30\|98.00\|98.47\|94.88\|14193;2026-03-13\|92.94\|-2.58\|94.42\|95.30\|92.50\|13044;2026-03-16\|92.03\|-0.98\|92.04\|92.50\|87.21\|19213;2026-03-17\|89.00\|-3.29\|93.00\|93.17\|89.00\|14722;2026-03-18\|94.87\|6.60\|90.84\|97.79\|90.14\|26678;2026-03-19\|92.80\|-2.18\|92.08\|94.46\|91.33\|15931;2026-03-20\|89.00\|-4.09\|92.97\|93.60\|89.00\|16586;2026-03-23\|84.15\|-5.45\|87.49\|88.83\|83.00\|21587;2026-03-24\|87.14\|3.55\|85.78\|87.96\|82.33\|18158;2026-03-25\|90.00\|3.28\|87.12\|92.44\|86.70\|20040;2026-03-26\|85.48\|-5.02\|89.00\|89.46\|85.36\|14490;2026-03-27\|86.07\|0.69\|84.48\|86.89\|84.00\|9314;2026-03-30\|85.00\|-1.24\|83.88\|85.90\|83.07\|10970;2026-03-31\|83.05\|-2.29\|85.00\|86.78\|83.02\|9342;2026-04-01\|85.14\|2.52\|84.99\|85.89\|84.56\|9280;2026-04-02\|82.16\|-3.50\|85.55\|85.81\|81.33\|14294;2026-04-03\|82.16\|0.00\|82.40\|83.78\|81.78\|8439;2026-04-07\|81.08\|-1.31\|82.32\|83.30\|80.41\|9256;2026-04-08\|87.09\|7.41\|83.50\|87.09\|83.05\|16250;2026-04-09\|84.90\|-2.51\|85.98\|86.00\|84.00\|10842;2026-04-10\|85.36\|0.54\|85.62\|86.97\|85.28\|8547;2026-04-13\|85.65\|0.34\|84.64\|86.39\|84.17\|7811;2026-04-14\|89.05\|3.97\|87.30\|89.25\|86.96\|16726;2026-04-15\|87.43\|-1.82\|90.00\|90.07\|87.26\|12260;2026-04-16\|92.84\|6.19\|88.80\|94.10\|87.88\|29743;2026-04-17\|91.32\|-1.64\|92.25\|92.80\|90.80\|14828;2026-04-20\|96.33\|5.49\|90.30\|96.95\|90.30\|31152;2026-04-21\|95.60\|-0.76\|94.90\|97.90\|92.66\|24726;2026-04-22\|97.10\|1.57\|95.00\|97.68\|94.20\|19605;2026-04-23\|94.50\|-2.68\|97.20\|98.44\|93.68\|15850;2026-04-24\|92.25\|-2.38\|93.50\|94.76\|91.76\|12276;2026-04-27\|92.26\|0.01\|92.20\|93.58\|90.71\|12717;2026-04-28\|89.77\|-2.70\|90.88\|92.88\|88.09\|17928;2026-04-29\|90.86\|1.21\|90.03\|93.18\|89.41\|14378;2026-04-30\|91.65\|0.87\|90.22\|92.00\|88.88\|13760;2026-05-06\|94.39\|2.99\|92.35\|96.80\|92.35\|20659;2026-05-07\|97.50\|3.29\|94.50\|97.77\|93.88\|21009;2026-05-08\|97.90\|0.41\|98.70\|99.50\|97.30\|17743;2026-05-11\|97.85\|-0.05\|97.78\|98.99\|96.00\|18650;2026-05-12\|96.00\|-1.89\|97.21\|97.58\|93.68\|20846;2026-05-13\|94.86\|-1.19\|95.00\|95.45\|93.21\|13301;2026-05-14\|92.93\|-2.03\|95.70\|96.80\|92.00\|22512;2026-05-15\|107.52\|15.70\|92.71\|111.52\|92.71\|101002;2026-05-18\|129.02\|20.00\|121.79\|129.02\|121.79\|61411;2026-05-19\|152.30\|18.04\|141.30\|154.82\|135.00\|192771;2026-05-20\|155.30\|1.97\|145.00\|159.00\|142.00\|150067;2026-05-21\|142.89\|-7.99\|157.00\|157.92\|142.89\|139712;2026-05-22\|162.91\|14.01\|145.99\|168.88\|141.31\|143461;2026-05-25\|186.60\|14.54\|167.00\|187.79\|165.09\|133281;2026-05-26\|192.00\|2.89\|176.00\|199.32\|170.10\|133610;2026-05-27\|187.00\|-2.60\|183.00\|191.83\|183.00\|90568;2026-05-28\|195.35\|4.47\|184.33\|197.17\|180.57\|98931;2026-05-29\|160.00\|-18.10\|189.99\|189.99\|157.67\|133112;2026-06-01\|162.64\|1.65\|160.23\|168.86\|154.80\|79585;2026-06-02\|171.13\|5.22\|159.55\|176.00\|144.59\|112967;2026-06-03\|165.80\|-3.11\|163.00\|175.00\|160.17\|87651;2026-06-04\|169.06\|1.97\|164.00\|174.20\|160.01\|72017;2026-06-05\|191.45\|13.24\|185.00\|197.77\|172.53\|121515;2026-06-08\|225.11\|17.58\|182.93\|228.00\|181.03\|128518;2026-06-09\|235.79\|4.74\|221.00\|246.90\|209.33\|136165;2026-06-10\|244.00\|3.48\|231.07\|256.00\|224.00\|112350;2026-06-11\|206.50\|-15.37\|234.02\|238.00\|205.02\|115123;2026-06-12\|247.70\|19.95\|211.66\|247.80\|211.00\|142422;2026-06-15\|253.57\|2.37\|240.00\|263.12\|239.00\|115952;2026-06-16\|248.32\|-2.07\|247.90\|259.80\|243.58\|101169;2026-06-17\|243.99\|-1.69\|241.20\|246.25\|235.80\|73292;2026-06-18\|254.50\|4.31\|249.00\|258.40\|236.00\|104641;2026-06-22\|262.88\|3.29\|248.99\|271.88\|247.65\|99094;2026-06-23\|238.09\|-9.43\|256.00\|256.80\|236.60\|78177;2026-06-24\|276.60\|16.17\|234.50\|281.00\|230.00\|99642;2026-06-25\|277.00\|0.14\|275.00\|278.81\|265.00\|79772;2026-06-26\|294.12\|6.18\|277.99\|299.00\|275.06\|91100;2026-06-29\|274.02\|-6.83\|296.11\|306.85\|260.05\|83457;2026-06-30\|269.68\|-1.58\|280.00\|286.90\|261.33\|75601;2026-07-01\|273.70\|1.49\|264.56\|295.42\|263.06\|81098;2026-07-02\|244.89\|-10.53\|265.50\|285.02\|237.00\|97680;2026-07-03\|249.51\|1.89\|245.50\|264.00\|232.03\|103849;2026-07-06\|212.00\|-15.03\|249.59\|251.51\|210.80\|116742;2026-07-07\|213.58\|0.75\|216.00\|225.00\|209.30\|69410;2026-07-08\|204.50\|-4.25\|213.39\|216.01\|200.00\|71632;2026-07-09\|210.68\|3.02\|206.79\|211.99\|195.00\|75630;2026-07-10\|208.00\|-1.27\|208.98\|223.93\|207.01\|8149897
116736	报道称特斯拉已开始推进人形机器人Optimus 3量产	人形机器人+数控螺纹磨床+高端数控机床行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司已具备用于行星滚柱丝杠副加工的高精数控螺纹磨削设备生产能力，SK76系列数控内螺纹磨床适用于人形机器人零部件精密加工，已与贝斯特、五洲新春、三联锻造、领益智造等客户签署合同或达成战略合作。 2、据2025年年度报告，公司正在研发丝杠螺母装配线项目，旨在切入新能源、人形机器人等行业赛道，提供全自动检测装配生产线，预计2026年10月前完成设计及部分核心样机交付。 3、据2025年年度报告及2026年6月12日投资者关系活动记录表，公司定位于高端数控机床，拥有完整产业链，已成为集柔性线制造、系统集成于一体的综合性智能制造装备提供商，在中国轴承制造装备领域市场占有率名列前茅。	1、公司拥有桁架机械手直角坐标机器人方面的专利，并已大量应用到自动化连线设备；一季度扭亏为盈； 2、公司产品涵盖了数控车床、高端磨床及柔性化生产线等，公司数控机床产品数控化率100%，行业排名第一	2026-03-03\|5.95\|-8.60\|6.52\|6.55\|5.94\|565594;2026-03-04\|6.15\|3.36\|5.82\|6.35\|5.80\|518846;2026-03-05\|6.77\|10.08\|6.28\|6.77\|6.25\|527621;2026-03-06\|6.80\|0.44\|6.75\|6.85\|6.60\|757691;2026-03-09\|6.85\|0.74\|6.72\|6.87\|6.66\|520473;2026-03-10\|6.95\|1.46\|6.89\|6.99\|6.81\|415891;2026-03-11\|6.93\|-0.29\|7.04\|7.21\|6.91\|671990;2026-03-12\|6.75\|-2.60\|6.86\|6.97\|6.72\|499747;2026-03-13\|6.61\|-2.07\|6.80\|6.81\|6.58\|299818;2026-03-16\|6.63\|0.30\|6.62\|6.74\|6.54\|284381;2026-03-17\|6.44\|-2.87\|6.63\|6.70\|6.43\|254155;2026-03-18\|6.57\|2.02\|6.46\|6.58\|6.40\|216892;2026-03-19\|6.20\|-5.63\|6.46\|6.48\|6.17\|278983;2026-03-20\|5.96\|-3.87\|6.27\|6.29\|5.95\|323670;2026-03-23\|5.44\|-8.72\|5.86\|5.90\|5.36\|707451;2026-03-24\|5.66\|4.04\|5.59\|5.66\|5.43\|408984;2026-03-25\|5.75\|1.59\|5.67\|5.81\|5.63\|397862;2026-03-26\|5.55\|-3.48\|5.71\|5.83\|5.52\|318194;2026-03-27\|5.61\|1.08\|5.45\|5.66\|5.42\|224406;2026-03-30\|5.65\|0.71\|5.52\|5.67\|5.48\|206456;2026-03-31\|5.55\|-1.77\|5.67\|5.75\|5.55\|218179;2026-04-01\|5.63\|1.44\|5.65\|5.69\|5.55\|165383;2026-04-02\|5.53\|-1.78\|5.61\|5.69\|5.51\|219079;2026-04-03\|5.31\|-3.98\|5.57\|5.59\|5.30\|203098;2026-04-07\|5.37\|1.13\|5.30\|5.39\|5.29\|121100;2026-04-08\|5.61\|4.47\|5.48\|5.62\|5.46\|222519;2026-04-09\|5.45\|-2.85\|5.53\|5.56\|5.44\|160263;2026-04-10\|5.52\|1.28\|5.49\|5.60\|5.49\|169789;2026-04-13\|5.55\|0.54\|5.50\|5.55\|5.45\|128780;2026-04-14\|5.52\|-0.54\|5.60\|5.60\|5.44\|166053;2026-04-15\|5.46\|-1.09\|5.55\|5.62\|5.45\|270438;2026-04-16\|5.54\|1.47\|5.46\|5.55\|5.45\|186367;2026-04-17\|5.67\|2.35\|5.52\|5.75\|5.51\|336560;2026-04-20\|5.71\|0.71\|5.68\|5.73\|5.63\|189367;2026-04-21\|5.61\|-1.75\|5.70\|5.71\|5.57\|179012;2026-04-22\|5.54\|-1.25\|5.58\|5.58\|5.49\|165346;2026-04-23\|5.38\|-2.89\|5.53\|5.54\|5.36\|209147;2026-04-24\|5.32\|-1.12\|5.38\|5.38\|5.20\|226381;2026-04-27\|5.39\|1.32\|5.32\|5.39\|5.18\|204496;2026-04-28\|5.23\|-2.97\|5.30\|5.35\|5.20\|162418;2026-04-29\|5.75\|9.94\|5.43\|5.75\|5.43\|326672;2026-04-30\|5.93\|3.13\|5.95\|5.98\|5.71\|833941;2026-05-06\|5.99\|1.01\|5.93\|6.00\|5.90\|525151;2026-05-07\|6.14\|2.50\|5.99\|6.34\|5.99\|603151;2026-05-08\|6.75\|9.93\|6.17\|6.75\|6.10\|812038;2026-05-11\|6.63\|-1.78\|6.75\|6.75\|6.48\|1030286;2026-05-12\|6.56\|-1.06\|6.66\|6.73\|6.53\|559632;2026-05-13\|6.70\|2.13\|6.53\|6.77\|6.46\|564329;2026-05-14\|6.73\|0.45\|6.69\|7.15\|6.60\|955289;2026-05-15\|6.93\|2.97\|6.71\|7.12\|6.68\|1000798;2026-05-18\|6.69\|-3.46\|6.88\|6.88\|6.61\|698247;2026-05-19\|6.74\|0.75\|6.66\|6.80\|6.65\|396836;2026-05-20\|6.53\|-3.12\|6.69\|6.74\|6.51\|456068;2026-05-21\|6.44\|-1.38\|6.54\|6.71\|6.40\|408065;2026-05-22\|6.53\|1.40\|6.47\|6.60\|6.30\|335940;2026-05-25\|6.40\|-1.99\|6.55\|6.61\|6.30\|296038;2026-05-26\|6.25\|-2.34\|6.37\|6.45\|6.16\|336953;2026-05-27\|5.95\|-4.80\|6.21\|6.21\|5.90\|377259;2026-05-28\|6.14\|3.19\|5.95\|6.18\|5.88\|295324;2026-05-29\|5.87\|-4.40\|6.12\|6.20\|5.81\|250590;2026-06-01\|5.88\|0.17\|5.84\|5.97\|5.78\|224941;2026-06-02\|5.76\|-2.04\|5.89\|5.98\|5.70\|217313;2026-06-03\|5.69\|-1.22\|5.74\|5.86\|5.61\|222538;2026-06-04\|6.26\|10.02\|5.62\|6.26\|5.61\|529960;2026-06-05\|6.35\|1.44\|6.21\|6.51\|5.95\|835913;2026-06-08\|6.40\|0.79\|6.17\|6.49\|6.15\|755223;2026-06-09\|6.74\|5.31\|6.50\|7.04\|6.42\|957576;2026-06-10\|6.58\|-2.37\|6.65\|6.88\|6.48\|743115;2026-06-11\|6.45\|-1.98\|6.51\|6.60\|6.34\|528058;2026-06-12\|6.41\|-0.62\|6.59\|6.72\|6.38\|479028;2026-06-15\|6.68\|4.21\|6.67\|6.88\|6.48\|618344;2026-06-16\|6.93\|3.74\|6.66\|6.93\|6.61\|650266;2026-06-17\|6.89\|-0.58\|6.87\|7.07\|6.82\|531155;2026-06-18\|6.98\|1.31\|6.86\|7.05\|6.80\|498048;2026-06-22\|6.74\|-3.44\|6.92\|6.92\|6.49\|530362;2026-06-23\|6.87\|1.93\|6.67\|7.22\|6.62\|529076;2026-06-24\|7.56\|10.04\|6.85\|7.56\|6.60\|814004;2026-06-25\|7.37\|-2.51\|7.48\|7.59\|7.09\|1242103;2026-06-26\|6.87\|-6.78\|7.31\|7.37\|6.86\|753052;2026-06-29\|6.72\|-2.18\|6.86\|7.15\|6.57\|700513;2026-06-30\|6.91\|2.83\|6.67\|6.96\|6.58\|557169;2026-07-01\|7.05\|2.03\|6.86\|7.30\|6.83\|567526;2026-07-02\|7.02\|-0.43\|6.96\|7.33\|6.96\|741802;2026-07-03\|7.72\|9.97\|7.19\|7.72\|7.10\|670877;2026-07-06\|7.68\|-0.52\|7.99\|8.22\|7.60\|1770438;2026-07-07\|7.80\|1.56\|7.60\|8.05\|7.54\|1354655;2026-07-08\|7.02\|-10.00\|7.51\|7.58\|7.02\|591150;2026-07-09\|6.67\|-4.99\|6.41\|6.85\|6.32\|1134510;2026-07-10\|6.72\|0.75\|6.60\|6.98\|6.54\|882261
116735	报道称特斯拉已开始推进人形机器人Optimus 3量产	高速铜缆连接+人形机器人线缆+可控核聚变行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年3月17日互动易，当前AI智算行业呈现光铜并举、协同发展的趋势，公司立足核心铜缆技术优势，针对智算场景下的高速铜缆连接领域已开展专项技术研究。 2、据2026年4月17日年报，公司正布局人形机器人用线缆，研发的高柔性极细电缆可实现1000万次以上耐弯折，旨在填补国内空白并满足特斯拉、华为等企业产品落地需求。 3、据2026年4月17日年报，公司是唯一中标“法国国际热核聚变实验堆ITER计划”电缆项目的中国企业，并加入国内核聚变产业联盟，是联盟中唯一覆盖电缆与电气贯穿件的会员单位。 4、据2026年4月27日公告，公司2026年一季度实现营收10.90亿元，同比增长44.28%。	公司从2013年投入研发工业机器人线缆，已有十余年的研发经验，已经掌握多项技术专利，并配套多家国内机器人企业	2026-03-03\|37.26\|-4.04\|38.67\|38.94\|37.18\|16229;2026-03-04\|37.16\|-0.27\|36.95\|37.72\|36.88\|6897;2026-03-05\|37.88\|1.94\|37.70\|38.28\|37.35\|9623;2026-03-06\|38.55\|1.77\|38.88\|39.44\|38.22\|15474;2026-03-09\|39.86\|3.40\|37.53\|39.92\|37.10\|28976;2026-03-10\|39.72\|-0.35\|39.47\|40.10\|39.23\|14832;2026-03-11\|39.69\|-0.08\|40.16\|40.16\|39.38\|10966;2026-03-12\|38.84\|-2.14\|39.52\|39.74\|38.66\|8394;2026-03-13\|38.76\|-0.21\|38.82\|39.29\|38.20\|6568;2026-03-16\|38.06\|-1.81\|38.88\|38.93\|38.01\|7968;2026-03-17\|37.65\|-1.08\|38.12\|38.32\|37.60\|9237;2026-03-18\|38.12\|1.25\|37.62\|38.25\|37.60\|6175;2026-03-19\|37.18\|-2.47\|37.79\|38.02\|36.95\|6166;2026-03-20\|35.72\|-3.93\|37.20\|37.62\|35.66\|10394;2026-03-23\|35.34\|-1.06\|35.47\|35.93\|34.35\|14022;2026-03-24\|35.85\|1.44\|35.43\|35.93\|33.81\|17702;2026-03-25\|36.19\|0.95\|35.97\|36.73\|35.87\|14230;2026-03-26\|36.43\|0.66\|36.01\|37.37\|36.01\|12042;2026-03-27\|36.31\|-0.33\|35.67\|36.63\|35.67\|8737;2026-03-30\|38.01\|4.68\|36.24\|38.10\|36.02\|17583;2026-03-31\|40.37\|6.21\|38.20\|40.37\|37.83\|43058;2026-04-01\|40.38\|0.02\|40.39\|40.50\|38.90\|46690;2026-04-02\|40.25\|-0.32\|40.41\|40.98\|39.59\|33363;2026-04-03\|39.92\|-0.82\|41.06\|41.09\|39.24\|15639;2026-04-07\|40.30\|0.95\|39.90\|40.39\|39.14\|22579;2026-04-08\|42.39\|5.19\|40.50\|42.58\|39.75\|61057;2026-04-09\|43.38\|2.34\|41.79\|43.50\|41.51\|58080;2026-04-10\|47.40\|9.27\|43.38\|47.49\|43.12\|65557;2026-04-13\|50.64\|6.84\|49.11\|50.89\|47.29\|89557;2026-04-14\|56.05\|10.68\|51.40\|56.27\|50.60\|67869;2026-04-15\|56.27\|0.39\|57.05\|57.50\|52.34\|100797;2026-04-16\|54.60\|-2.97\|56.00\|56.95\|54.26\|89985;2026-04-17\|56.53\|3.53\|54.30\|57.55\|52.00\|80473;2026-04-20\|62.90\|11.27\|58.00\|63.66\|56.10\|83163;2026-04-21\|61.40\|-2.38\|62.83\|63.21\|59.18\|78646;2026-04-22\|65.72\|7.04\|60.81\|66.50\|59.31\|67379;2026-04-23\|63.46\|-3.44\|65.74\|66.01\|61.77\|68808;2026-04-24\|61.99\|-2.32\|63.77\|64.00\|61.70\|37066;2026-04-27\|61.72\|-0.44\|61.01\|62.97\|60.00\|40794;2026-04-28\|60.92\|-1.30\|61.70\|61.95\|59.47\|47493;2026-04-29\|61.40\|0.79\|60.32\|62.66\|59.38\|60591;2026-04-30\|66.65\|8.55\|60.29\|67.30\|60.29\|75820;2026-05-06\|63.75\|-4.35\|65.35\|66.50\|62.85\|55480;2026-05-07\|64.01\|0.41\|63.66\|64.89\|62.70\|46095;2026-05-08\|63.53\|-0.75\|64.01\|65.00\|62.76\|48355;2026-05-11\|63.78\|0.39\|64.00\|64.80\|62.88\|52434;2026-05-12\|51.02\|-20.01\|64.23\|65.03\|51.02\|76664;2026-05-13\|44.97\|-11.86\|45.12\|46.00\|42.35\|187051;2026-05-14\|42.80\|-4.83\|42.77\|44.44\|42.50\|114224;2026-05-15\|43.94\|2.66\|43.26\|44.48\|42.85\|79569;2026-05-18\|43.44\|-1.14\|43.30\|44.09\|41.66\|49631;2026-05-19\|31.11\|0.71\|30.95\|31.68\|30.81\|70081;2026-05-20\|30.04\|-3.44\|31.06\|31.18\|29.28\|87510;2026-05-21\|28.55\|-4.96\|29.85\|30.17\|28.44\|85164;2026-05-22\|29.05\|1.75\|28.55\|29.20\|28.50\|50553;2026-05-25\|28.53\|-1.79\|29.05\|29.29\|27.95\|50353;2026-05-26\|28.32\|-0.74\|28.51\|28.71\|27.43\|61296;2026-05-27\|29.56\|4.38\|28.20\|30.36\|27.88\|84545;2026-05-28\|32.26\|9.13\|29.63\|32.49\|29.63\|128362;2026-05-29\|33.64\|4.28\|32.20\|34.94\|31.31\|145868;2026-06-01\|32.74\|-2.68\|33.62\|34.25\|32.46\|90497;2026-06-02\|33.77\|3.15\|32.42\|34.37\|32.41\|77088;2026-06-03\|33.35\|-1.24\|33.51\|34.65\|32.70\|84809;2026-06-04\|33.42\|0.21\|32.82\|33.80\|32.51\|53114;2026-06-05\|33.33\|-0.27\|33.39\|33.90\|32.23\|57778;2026-06-08\|32.16\|-3.51\|32.30\|34.30\|32.06\|53197;2026-06-09\|31.80\|-1.12\|32.45\|32.54\|30.94\|62391;2026-06-10\|30.83\|-3.05\|31.30\|32.50\|30.63\|43547;2026-06-11\|30.96\|0.42\|30.83\|31.18\|29.97\|36564;2026-06-12\|30.45\|-1.65\|31.33\|31.57\|30.30\|32843;2026-06-15\|31.09\|2.10\|30.80\|32.06\|30.80\|36783;2026-06-16\|37.02\|19.07\|31.10\|37.31\|30.62\|199728;2026-06-17\|38.96\|5.24\|36.60\|39.99\|36.00\|188975;2026-06-18\|46.75\|19.99\|39.00\|46.75\|38.98\|223205;2026-06-22\|45.10\|-3.53\|48.45\|49.98\|44.59\|186869;2026-06-23\|44.88\|-0.49\|45.71\|45.98\|43.80\|106290;2026-06-24\|53.86\|20.01\|46.92\|53.86\|45.94\|171235;2026-06-25\|55.70\|3.42\|57.16\|57.90\|53.90\|227025;2026-06-26\|54.70\|-1.80\|55.70\|56.99\|53.41\|134374;2026-06-29\|58.01\|6.05\|54.70\|58.66\|52.00\|147356;2026-06-30\|55.24\|-4.78\|58.01\|61.66\|51.25\|172708;2026-07-01\|53.01\|-4.04\|54.64\|55.50\|52.50\|122464;2026-07-02\|53.90\|1.68\|51.71\|56.46\|50.93\|106818;2026-07-03\|53.25\|-1.21\|54.99\|56.00\|53.03\|61047;2026-07-06\|51.59\|-3.12\|53.74\|54.79\|51.10\|66501;2026-07-07\|50.98\|-1.18\|50.71\|52.99\|50.32\|59430;2026-07-08\|51.90\|1.80\|50.55\|52.10\|48.20\|62053;2026-07-09\|52.62\|1.39\|51.50\|53.43\|50.50\|63069;2026-07-10\|58.64\|11.44\|54.01\|60.78\|52.20\|139701
116734		4亿合同+算力概念+ST保壳行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2026年2月14日公告，子公司签订约4亿元日常经营性采购合同。 2、据2025年4月23日年度报告，公司围绕“AI+”布局智算服务、AI一体机及AI Agent行业一体化服务，切入算力运营赛道。 3、据2025年年度报告，公司主营电信软件及技术服务，为中国较大的应用软件开发和集成商之一。	公司主营智慧城市行业应用软件开发	2026-03-03\|7.00\|-0.85\|7.03\|7.24\|6.92\|91812;2026-03-04\|6.93\|-1.00\|6.86\|7.01\|6.86\|53581;2026-03-05\|7.15\|3.17\|6.96\|7.20\|6.96\|59923;2026-03-06\|7.39\|3.36\|7.14\|7.51\|7.11\|123896;2026-03-09\|7.76\|5.01\|7.33\|7.76\|7.31\|112248;2026-03-10\|8.10\|4.38\|7.93\|8.15\|7.87\|223786;2026-03-11\|8.35\|3.09\|8.15\|8.48\|8.07\|163808;2026-03-12\|8.19\|-1.92\|8.30\|8.46\|8.07\|132809;2026-03-13\|7.97\|-2.69\|8.09\|8.29\|7.87\|125870;2026-03-16\|8.37\|5.02\|7.91\|8.37\|7.86\|111845;2026-03-17\|8.79\|5.02\|8.39\|8.79\|8.39\|173658;2026-03-18\|8.56\|-2.62\|8.70\|8.79\|8.40\|146856;2026-03-19\|8.34\|-2.57\|8.56\|8.70\|8.26\|91330;2026-03-20\|8.14\|-2.40\|8.33\|8.54\|8.10\|79100;2026-03-23\|7.73\|-5.04\|7.91\|7.98\|7.73\|77473;2026-03-24\|7.78\|0.65\|7.80\|7.89\|7.47\|79704;2026-03-25\|7.96\|2.31\|7.80\|8.11\|7.80\|79435;2026-03-26\|7.71\|-3.14\|7.95\|8.05\|7.62\|82449;2026-03-27\|7.42\|-3.76\|7.32\|7.53\|7.32\|103559;2026-03-30\|7.38\|-0.54\|7.33\|7.55\|7.12\|70457;2026-03-31\|7.40\|0.27\|7.36\|7.50\|7.36\|51569;2026-04-01\|7.33\|-0.95\|7.42\|7.55\|7.26\|52348;2026-04-02\|7.16\|-2.32\|7.32\|7.37\|7.15\|39590;2026-04-03\|7.14\|-0.28\|7.17\|7.25\|7.06\|50744;2026-04-07\|7.18\|0.56\|7.15\|7.33\|7.12\|45415;2026-04-08\|7.42\|3.34\|7.33\|7.54\|7.21\|59935;2026-04-09\|7.27\|-2.02\|7.35\|7.48\|7.15\|85534;2026-04-10\|7.37\|1.38\|7.28\|7.46\|7.27\|43638;2026-04-13\|7.68\|4.21\|7.35\|7.74\|7.27\|126828;2026-04-14\|7.50\|-2.34\|7.68\|7.70\|7.42\|84140;2026-04-15\|7.45\|-0.67\|7.45\|7.61\|7.38\|51361;2026-04-16\|7.45\|0.00\|7.45\|7.53\|7.40\|32840;2026-04-17\|7.44\|-0.13\|7.44\|7.45\|7.32\|39774;2026-04-20\|7.27\|-2.28\|7.36\|7.45\|7.13\|92489;2026-04-21\|6.91\|-4.95\|7.17\|7.23\|6.91\|120348;2026-04-22\|6.90\|-0.14\|6.82\|6.91\|6.57\|78068;2026-04-23\|6.56\|-4.93\|6.89\|6.97\|6.56\|121195;2026-04-24\|6.23\|-5.03\|6.23\|6.30\|6.23\|62673;2026-04-27\|5.92\|-4.98\|5.92\|5.92\|5.92\|49302;2026-04-28\|6.22\|5.07\|5.63\|6.22\|5.63\|99177;2026-04-29\|6.53\|4.98\|6.50\|6.53\|6.50\|27210;2026-04-30\|6.21\|-4.90\|6.64\|6.76\|6.20\|165367;2026-05-06\|6.19\|-0.32\|6.15\|6.30\|6.02\|86973;2026-05-07\|6.13\|-0.97\|6.28\|6.28\|6.09\|50204;2026-05-08\|6.07\|-0.98\|6.11\|6.22\|5.96\|69539;2026-05-11\|6.12\|0.82\|6.08\|6.14\|5.97\|52241;2026-05-12\|5.81\|-5.07\|6.03\|6.08\|5.81\|82287;2026-05-13\|5.85\|0.69\|5.66\|5.91\|5.66\|59133;2026-05-14\|6.14\|4.96\|5.85\|6.14\|5.85\|33095;2026-05-15\|6.45\|5.05\|6.45\|6.45\|6.45\|18663;2026-05-18\|6.65\|3.10\|6.70\|6.70\|6.29\|125138;2026-05-19\|6.47\|-2.71\|6.65\|6.70\|6.37\|110244;2026-05-20\|6.38\|-1.39\|6.43\|6.53\|6.34\|54282;2026-05-21\|6.26\|-1.88\|6.41\|6.41\|6.26\|46388;2026-05-22\|6.28\|0.32\|6.21\|6.45\|6.21\|41651;2026-05-25\|6.34\|0.96\|6.29\|6.36\|6.17\|45802;2026-05-26\|6.33\|-0.16\|6.27\|6.43\|6.22\|45599;2026-05-27\|6.15\|-2.84\|6.32\|6.32\|6.12\|37293;2026-05-28\|6.09\|-0.98\|6.14\|6.26\|6.09\|29841;2026-05-29\|6.09\|0.00\|6.19\|6.19\|6.04\|24225;2026-06-01\|6.39\|4.93\|6.09\|6.39\|5.85\|65901;2026-06-02\|6.32\|-1.10\|6.44\|6.49\|6.21\|35452;2026-06-03\|6.19\|-2.06\|6.23\|6.50\|6.19\|41880;2026-06-04\|6.06\|-2.10\|6.20\|6.25\|6.05\|28340;2026-06-05\|6.02\|-0.66\|6.10\|6.12\|6.00\|23605;2026-06-08\|5.93\|-1.50\|6.00\|6.02\|5.82\|30398;2026-06-09\|5.86\|-1.18\|5.93\|6.01\|5.84\|32134;2026-06-10\|5.76\|-1.71\|5.90\|6.06\|5.63\|36243;2026-06-11\|5.63\|-2.26\|5.76\|5.78\|5.62\|26177;2026-06-12\|5.45\|-3.20\|5.63\|5.71\|5.42\|43376;2026-06-15\|5.52\|1.28\|5.45\|5.54\|5.38\|22245;2026-06-16\|5.53\|0.18\|5.50\|5.59\|5.39\|24000;2026-06-17\|5.47\|-1.08\|5.53\|5.58\|5.33\|35894;2026-06-18\|5.20\|-4.94\|5.48\|5.48\|5.20\|43330;2026-06-22\|5.13\|-1.35\|5.19\|5.22\|4.94\|45895;2026-06-23\|5.19\|1.17\|5.07\|5.30\|5.07\|43976;2026-06-24\|5.45\|5.01\|5.04\|5.45\|5.04\|64270;2026-06-25\|5.18\|-4.95\|5.46\|5.47\|5.18\|51461;2026-06-26\|5.37\|3.67\|5.19\|5.44\|5.04\|49903;2026-06-29\|5.47\|1.86\|5.38\|5.62\|5.27\|40852;2026-06-30\|5.61\|2.56\|5.46\|5.61\|5.41\|31853;2026-07-01\|5.86\|4.46\|5.54\|5.89\|5.54\|37687;2026-07-02\|6.08\|3.75\|5.88\|6.14\|5.87\|60199;2026-07-03\|5.84\|-3.95\|6.08\|6.19\|5.79\|51448;2026-07-06\|5.75\|-1.54\|5.75\|5.97\|5.75\|20682;2026-07-07\|5.52\|-4.00\|5.72\|5.85\|5.50\|25371;2026-07-08\|5.55\|0.54\|5.48\|5.63\|5.43\|21051;2026-07-09\|5.66\|1.98\|5.54\|5.68\|5.46\|23131;2026-07-10\|5.77\|1.94\|5.66\|5.85\|5.59\|25207
116733		算力中心+家装AI+摘帽申请行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月28日年报，公司2025年完成重整，2025年归母净利润3644.52万元，净资产转正，同日董事会决议向深交所申请撤销退市风险警示。 2、据2025年12月22日重整计划，产业投资人华著科技承诺将其智算中心资产无偿捐赠并协助公司在2026年6月30日前具备承接算力中心集成服务订单条件，未来全部新订单由公司承接。 3、据2026年4月28日年报，公司为中国A股首家家装上市公司，拥有93项软件著作权，星耀SaaS系统实现AI设计、供应链直采、模块化施工闭环，深耕高端地产及豪宅市场。	控股股东拟向公司无偿捐赠的和林格尔智算中心	2026-03-03\|9.64\|-5.02\|10.15\|10.33\|9.64\|219839;2026-03-04\|9.27\|-3.84\|9.19\|9.58\|9.18\|182529;2026-03-05\|9.73\|4.96\|9.52\|9.73\|9.39\|109809;2026-03-06\|10.22\|5.04\|9.80\|10.22\|9.74\|190040;2026-03-09\|10.59\|3.62\|10.10\|10.73\|10.01\|307608;2026-03-10\|10.70\|1.04\|10.64\|10.90\|10.47\|227211;2026-03-11\|11.04\|3.18\|10.71\|11.24\|10.51\|308264;2026-03-12\|10.80\|-2.17\|11.04\|11.16\|10.74\|231185;2026-03-13\|10.83\|0.28\|10.65\|11.08\|10.40\|222257;2026-03-16\|10.60\|-2.12\|10.85\|11.06\|10.52\|211562;2026-03-17\|10.67\|0.66\|10.59\|10.96\|10.36\|194282;2026-03-18\|11.20\|4.97\|11.00\|11.20\|10.92\|304751;2026-03-19\|11.11\|-0.80\|11.30\|11.75\|11.08\|334439;2026-03-20\|10.62\|-4.41\|11.11\|11.26\|10.55\|289689;2026-03-23\|10.09\|-4.99\|10.30\|10.57\|10.09\|226224;2026-03-24\|10.56\|4.66\|10.23\|10.59\|10.09\|288604;2026-03-25\|11.09\|5.02\|10.86\|11.09\|10.66\|256486;2026-03-26\|11.28\|1.71\|11.22\|11.40\|10.88\|258115;2026-03-27\|11.77\|4.34\|11.08\|11.84\|11.01\|258764;2026-03-30\|12.36\|5.01\|11.60\|12.36\|11.60\|180206;2026-03-31\|11.86\|-4.05\|12.90\|12.98\|11.78\|438339;2026-04-01\|12.45\|4.97\|12.22\|12.45\|12.20\|383211;2026-04-02\|12.72\|2.17\|12.71\|13.06\|12.60\|368938;2026-04-03\|12.08\|-5.03\|12.61\|12.68\|12.08\|290949;2026-04-07\|12.68\|4.97\|12.23\|12.68\|12.01\|262063;2026-04-08\|13.31\|4.97\|13.04\|13.31\|12.83\|199433;2026-04-09\|13.55\|1.80\|13.49\|13.70\|13.08\|317249;2026-04-10\|14.23\|5.02\|13.76\|14.23\|13.61\|198044;2026-04-13\|14.21\|-0.14\|14.28\|14.87\|13.90\|336155;2026-04-14\|14.92\|5.00\|14.50\|14.92\|13.91\|309106;2026-04-15\|14.95\|0.20\|15.22\|15.67\|14.95\|395925;2026-04-16\|15.13\|1.20\|14.70\|15.52\|14.30\|321769;2026-04-17\|14.37\|-5.02\|14.89\|15.20\|14.37\|335374;2026-04-20\|14.30\|-0.49\|14.60\|14.78\|13.80\|265306;2026-04-21\|14.50\|1.40\|14.16\|14.70\|13.84\|228967;2026-04-22\|14.39\|-0.76\|14.64\|14.83\|14.38\|169531;2026-04-23\|13.67\|-5.00\|14.39\|14.42\|13.67\|240310;2026-04-24\|12.99\|-4.97\|13.40\|14.12\|12.99\|297258;2026-04-27\|13.45\|3.54\|12.86\|13.64\|12.72\|243152;2026-04-28\|12.78\|-4.98\|12.78\|13.09\|12.78\|134112;2026-04-29\|12.30\|-3.76\|12.50\|13.07\|12.14\|295334;2026-04-30\|12.78\|3.90\|12.44\|12.85\|12.02\|218312;2026-05-06\|12.50\|-2.19\|12.94\|13.29\|12.33\|234074;2026-05-07\|12.90\|3.20\|12.44\|13.08\|12.35\|204769;2026-05-08\|12.94\|0.31\|12.90\|13.16\|12.73\|167256;2026-05-11\|12.40\|-4.17\|12.65\|12.80\|12.34\|201251;2026-05-12\|12.30\|-0.81\|12.38\|12.63\|12.20\|159124;2026-05-13\|12.92\|5.04\|12.38\|12.92\|12.32\|213297;2026-05-14\|13.57\|5.03\|13.16\|13.57\|13.00\|168655;2026-05-15\|13.66\|0.66\|13.79\|14.24\|13.39\|297643;2026-05-18\|13.16\|-3.66\|13.46\|13.57\|12.99\|148891;2026-05-19\|13.82\|5.02\|13.37\|13.82\|13.13\|153345;2026-05-20\|14.26\|3.18\|13.82\|14.49\|13.63\|180509;2026-05-21\|13.55\|-4.98\|14.08\|14.19\|13.55\|176834;2026-05-22\|13.99\|3.25\|13.58\|14.20\|13.30\|144067;2026-05-25\|13.65\|-2.43\|13.87\|13.95\|13.51\|114253;2026-05-26\|13.04\|-4.47\|13.65\|13.65\|12.97\|163132;2026-05-27\|12.39\|-4.98\|12.93\|12.99\|12.39\|159237;2026-05-28\|12.54\|1.21\|12.35\|12.80\|12.19\|132847;2026-05-29\|11.91\|-5.02\|12.45\|12.50\|11.91\|145856;2026-06-01\|11.73\|-1.51\|11.51\|11.98\|11.51\|111978;2026-06-02\|12.32\|5.03\|11.92\|12.32\|11.66\|167538;2026-06-03\|11.78\|-4.38\|12.20\|12.20\|11.70\|162476;2026-06-04\|11.43\|-2.97\|11.78\|11.92\|11.21\|123826;2026-06-05\|11.54\|0.96\|11.44\|11.78\|11.13\|94925;2026-06-08\|11.25\|-2.51\|11.11\|11.58\|10.96\|106178;2026-06-09\|10.71\|-4.80\|11.20\|11.36\|10.70\|127516;2026-06-10\|10.17\|-5.04\|10.66\|10.66\|10.17\|99004;2026-06-11\|10.23\|0.59\|10.31\|10.43\|9.72\|138480;2026-06-12\|10.39\|1.56\|10.30\|10.68\|10.15\|111163;2026-06-15\|10.45\|0.58\|10.12\|10.58\|10.12\|79709;2026-06-16\|10.54\|0.86\|10.30\|10.66\|10.06\|140297;2026-06-17\|10.35\|-1.80\|10.50\|10.78\|10.23\|110731;2026-06-18\|10.87\|5.02\|10.60\|10.87\|10.56\|83701;2026-06-22\|11.03\|1.47\|11.10\|11.38\|10.70\|153742;2026-06-23\|10.98\|-0.45\|10.85\|11.29\|10.82\|98309;2026-06-24\|11.53\|5.01\|11.00\|11.53\|10.73\|150892;2026-06-25\|12.08\|4.77\|11.70\|12.11\|11.70\|164129;2026-06-26\|12.68\|4.97\|11.87\|12.68\|11.80\|166623;2026-06-29\|12.15\|-4.18\|12.68\|12.92\|12.06\|151797;2026-06-30\|12.67\|4.28\|12.02\|12.76\|11.72\|135291;2026-07-01\|12.16\|-4.03\|12.50\|12.74\|12.12\|129516;2026-07-02\|12.42\|2.14\|11.98\|12.68\|11.83\|116447;2026-07-03\|12.79\|2.98\|12.31\|12.95\|12.20\|114005;2026-07-06\|12.44\|-2.74\|12.54\|12.86\|12.33\|91065;2026-07-07\|11.29\|-9.24\|12.24\|12.40\|11.20\|154019;2026-07-08\|11.39\|0.89\|11.00\|11.70\|10.85\|132249;2026-07-09\|10.88\|-4.48\|11.31\|11.43\|10.75\|140527;2026-07-10\|10.97\|0.83\|10.88\|11.30\|10.73\|105942
116732		摘帽申请+一季报暴增+IDC并表+算力租赁行业原因：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4月29日证券时报报道，4月28日晚，*ST宇顺披露2025年年报及2026年一季报，2026年一季度，公司营业收入2.65亿元，同比增长480.44%；归母净利润4925.58万元，同比增长4202.23%；扣非净利润4769.52万元，同比增长9382.47%。营收与净利润大幅增长，主要系报告期内IDC资产并入合并报表所致。由于相关财务指标符合申请对股票交易撤销退市风险警示的条件，公司向深交所提出对公司股票交易撤销退市风险警示的申请。 2、据2026年4月29日年报，公司2025年11月取得中恩云数据中心控制权并于12月并表，新增机柜规模超4.3万架，切入高毛利率IDC基础设施及算力租赁赛道。 3、据2026年4月29日一季报，公司2026Q1营收2.65亿元、同比增长480.44%，归母净利润4926万元、同比增长4202.23%，业绩大幅改善主要系IDC资产并表贡献。	公司一季度净利润4926万	2026-03-03\|27.52\|-1.92\|28.00\|28.68\|27.35\|15172;2026-03-04\|27.82\|1.09\|27.05\|28.28\|27.00\|12555;2026-03-05\|28.88\|3.81\|29.17\|29.21\|28.16\|36918;2026-03-06\|28.13\|-2.60\|28.34\|28.66\|27.82\|21123;2026-03-09\|28.07\|-0.21\|27.51\|28.38\|27.36\|12868;2026-03-10\|28.41\|1.21\|27.97\|28.70\|27.79\|16953;2026-03-11\|28.59\|0.63\|28.44\|29.19\|28.28\|14381;2026-03-12\|27.71\|-3.08\|28.49\|28.53\|27.55\|18866;2026-03-13\|27.21\|-1.80\|27.98\|27.99\|27.18\|14913;2026-03-16\|26.36\|-3.12\|27.21\|27.70\|26.35\|23081;2026-03-17\|26.46\|0.38\|26.25\|26.86\|25.60\|19637;2026-03-18\|26.23\|-0.87\|26.46\|26.99\|25.85\|12933;2026-03-19\|26.55\|1.22\|26.10\|26.85\|25.33\|15147;2026-03-20\|26.00\|-2.07\|26.63\|26.78\|25.89\|13745;2026-03-23\|24.89\|-4.27\|25.50\|26.35\|24.89\|12950;2026-03-24\|26.13\|4.98\|25.20\|26.13\|25.12\|24423;2026-03-25\|26.09\|-0.15\|26.14\|26.53\|25.92\|17162;2026-03-26\|25.51\|-2.22\|26.00\|26.08\|25.31\|13310;2026-03-27\|25.87\|1.41\|25.51\|26.29\|25.12\|10944;2026-03-30\|26.92\|4.06\|25.50\|27.16\|25.50\|24265;2026-03-31\|26.55\|-1.37\|26.73\|27.17\|26.32\|14575;2026-04-01\|26.59\|0.15\|26.77\|26.77\|26.25\|9838;2026-04-02\|26.43\|-0.60\|26.68\|26.78\|26.34\|7085;2026-04-03\|26.39\|-0.15\|26.65\|26.65\|26.18\|5984;2026-04-07\|26.66\|1.02\|26.90\|27.49\|26.40\|15444;2026-04-08\|26.83\|0.64\|26.30\|26.89\|26.30\|15307;2026-04-09\|26.42\|-1.53\|26.90\|27.20\|26.34\|15386;2026-04-10\|26.51\|0.34\|26.52\|26.60\|26.06\|12809;2026-04-13\|26.01\|-1.89\|26.54\|26.86\|25.91\|17666;2026-04-14\|25.97\|-0.15\|25.98\|26.23\|25.72\|11226;2026-04-15\|26.01\|0.15\|25.97\|26.48\|25.59\|16745;2026-04-16\|26.23\|0.85\|26.00\|26.57\|25.78\|14858;2026-04-17\|26.58\|1.33\|26.23\|26.58\|26.06\|11380;2026-04-20\|27.91\|5.00\|26.80\|27.91\|26.80\|34151;2026-04-21\|29.31\|5.02\|28.50\|29.31\|28.47\|27675;2026-04-22\|30.73\|4.84\|30.00\|30.78\|29.69\|68073;2026-04-23\|31.66\|3.03\|31.00\|32.00\|30.50\|41370;2026-04-24\|30.08\|-4.99\|31.00\|31.60\|30.08\|43726;2026-04-27\|31.58\|4.99\|31.58\|31.58\|30.71\|16010;2026-04-28\|33.16\|5.00\|33.16\|33.16\|32.41\|44625;2026-04-29\|34.82\|5.01\|34.82\|34.82\|34.82\|3188;2026-04-30\|36.56\|5.00\|36.56\|36.56\|36.56\|4266;2026-05-06\|38.39\|5.01\|38.39\|38.39\|38.39\|2519;2026-05-07\|40.31\|5.00\|40.31\|40.31\|40.31\|5796;2026-05-08\|42.33\|5.01\|41.33\|42.33\|38.56\|98798;2026-05-11\|44.45\|5.01\|44.00\|44.45\|43.00\|15250;2026-05-12\|46.67\|4.99\|46.67\|46.67\|46.00\|16905;2026-05-13\|44.60\|-4.44\|48.54\|48.98\|44.34\|125243;2026-05-14\|46.83\|5.00\|45.52\|46.83\|45.52\|33841;2026-05-15\|44.89\|-4.14\|49.17\|49.17\|44.49\|72596;2026-05-18\|42.65\|-4.99\|44.00\|44.99\|42.65\|40910;2026-05-19\|40.52\|-4.99\|43.22\|43.67\|40.52\|22458;2026-05-20\|40.33\|-0.47\|40.02\|42.55\|40.00\|92218;2026-05-21\|39.69\|-1.59\|40.75\|41.18\|39.00\|51238;2026-05-22\|41.32\|4.11\|39.95\|41.43\|39.27\|32068;2026-05-25\|40.47\|-2.06\|41.48\|42.55\|40.30\|40694;2026-05-26\|40.24\|-0.57\|41.19\|41.70\|39.81\|34417;2026-05-27\|38.95\|-3.21\|40.24\|40.79\|38.23\|43345;2026-05-28\|40.90\|5.01\|39.00\|40.90\|37.51\|32522;2026-05-29\|42.95\|5.01\|41.99\|42.95\|40.90\|37088;2026-06-01\|43.76\|1.89\|45.10\|45.10\|43.01\|45708;2026-06-02\|41.70\|-4.71\|42.20\|42.87\|41.57\|33775;2026-06-03\|41.69\|-0.02\|41.45\|42.70\|40.77\|25325;2026-06-04\|40.33\|-3.26\|40.88\|41.69\|39.78\|21982;2026-06-05\|39.40\|-2.31\|40.10\|41.19\|39.11\|21891;2026-06-08\|38.54\|-2.18\|38.25\|39.37\|37.85\|26272;2026-06-09\|39.49\|2.46\|38.61\|40.47\|38.61\|26640;2026-06-10\|38.09\|-3.55\|38.60\|38.60\|37.80\|19112;2026-06-11\|39.88\|4.70\|38.18\|39.99\|37.61\|24625;2026-06-12\|40.00\|0.30\|39.58\|40.48\|39.01\|15462;2026-06-15\|40.58\|1.45\|39.90\|40.90\|39.80\|14593;2026-06-16\|40.67\|0.22\|40.39\|41.44\|39.50\|15777;2026-06-17\|41.36\|1.70\|40.98\|42.14\|40.02\|20506;2026-06-18\|42.76\|3.38\|41.63\|43.33\|40.43\|20219;2026-06-22\|43.88\|2.62\|43.00\|44.89\|43.00\|21502;2026-06-23\|46.07\|4.99\|44.01\|46.07\|44.01\|30133;2026-06-24\|48.37\|4.99\|47.40\|48.37\|47.40\|17161;2026-06-26\|46.99\|-2.85\|51.00\|51.00\|44.99\|98049;2026-06-29\|42.29\|-10.00\|46.00\|46.47\|42.29\|50178;2026-06-30\|42.50\|0.50\|40.66\|43.00\|38.18\|63792;2026-07-01\|45.28\|6.54\|42.18\|46.59\|40.50\|70844;2026-07-02\|44.73\|-1.21\|44.50\|46.52\|43.58\|49132;2026-07-03\|46.77\|4.56\|44.72\|48.64\|44.38\|53539;2026-07-06\|49.54\|5.92\|47.19\|50.88\|46.32\|72245;2026-07-07\|47.55\|-4.02\|48.65\|50.98\|46.75\|62623;2026-07-08\|45.08\|-5.19\|47.56\|48.11\|45.00\|48169;2026-07-09\|45.61\|1.18\|45.15\|49.50\|43.68\|56015;2026-07-10\|43.03\|-5.66\|44.90\|47.40\|43.00\|55388
116731		申请撤销ST+物业管理+固废资源化行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月24日互动易，公司主要银行账户已全部完成解冻，日常经营资金收付已恢复正常；据2026年6月29日公告，公司已就触及的股票交易其他风险警示事项向深交所提交撤销全部申请，目前尚需审核。 2、据2026年4月23日年报及2026年5月8日机构调研，公司聚焦科技园区物业管理服务主业，打造“园区管理+招商运营+政策赋能”三位一体的产业生态体系。 3、据2026年4月23日年报及2026年5月8日机构调研，公司开拓环境保护与资源循环再生产业，聚焦固废处理与资源再生利用，培育第二增长曲线。	公司申请撤销股票交易其他风险警示	2026-03-03\|3.34\|-2.62\|3.44\|3.48\|3.34\|137990;2026-03-04\|3.39\|1.50\|3.36\|3.41\|3.22\|103946;2026-03-05\|3.38\|-0.29\|3.45\|3.45\|3.37\|78130;2026-03-06\|3.39\|0.30\|3.39\|3.41\|3.36\|53861;2026-03-09\|3.35\|-1.18\|3.38\|3.38\|3.32\|86265;2026-03-10\|3.49\|4.18\|3.35\|3.52\|3.35\|265325;2026-03-11\|3.41\|-2.29\|3.44\|3.46\|3.39\|166379;2026-03-12\|3.39\|-0.59\|3.41\|3.51\|3.38\|125837;2026-03-13\|3.38\|-0.29\|3.38\|3.42\|3.36\|86777;2026-03-16\|3.42\|1.18\|3.38\|3.43\|3.35\|86872;2026-03-17\|3.37\|-1.46\|3.41\|3.47\|3.37\|77560;2026-03-18\|3.36\|-0.30\|3.38\|3.38\|3.35\|74754;2026-03-19\|3.29\|-2.08\|3.35\|3.36\|3.29\|87014;2026-03-20\|3.29\|0.00\|3.31\|3.34\|3.29\|80969;2026-03-23\|3.13\|-4.86\|3.27\|3.27\|3.13\|141198;2026-03-24\|3.19\|1.92\|3.16\|3.20\|3.14\|79068;2026-03-25\|3.21\|0.63\|3.20\|3.22\|3.16\|85099;2026-03-26\|3.16\|-1.56\|3.21\|3.27\|3.16\|88477;2026-03-27\|3.21\|1.58\|3.15\|3.21\|3.13\|66537;2026-03-30\|3.18\|-0.93\|3.15\|3.20\|3.13\|87864;2026-03-31\|3.13\|-1.57\|3.18\|3.24\|3.12\|106558;2026-04-01\|3.11\|-0.64\|3.16\|3.18\|3.10\|95972;2026-04-02\|3.03\|-2.57\|3.12\|3.13\|3.01\|106621;2026-04-03\|2.97\|-1.98\|3.04\|3.04\|2.95\|106842;2026-04-07\|2.97\|0.00\|2.95\|3.00\|2.93\|74698;2026-04-08\|3.03\|2.02\|3.00\|3.05\|3.00\|101748;2026-04-09\|3.18\|4.95\|3.01\|3.18\|3.00\|158340;2026-04-10\|3.27\|2.83\|3.25\|3.34\|3.19\|263679;2026-04-13\|3.43\|4.89\|3.31\|3.43\|3.25\|221397;2026-04-14\|3.43\|0.00\|3.44\|3.52\|3.39\|245355;2026-04-15\|3.44\|0.29\|3.39\|3.54\|3.39\|166683;2026-04-16\|3.40\|-1.16\|3.43\|3.49\|3.40\|113942;2026-04-17\|3.36\|-1.18\|3.41\|3.43\|3.33\|121490;2026-04-20\|3.32\|-1.19\|3.37\|3.38\|3.30\|99836;2026-04-21\|3.32\|0.00\|3.30\|3.35\|3.28\|82037;2026-04-22\|3.36\|1.20\|3.30\|3.44\|3.26\|180419;2026-04-23\|3.25\|-3.27\|3.32\|3.34\|3.23\|142845;2026-04-24\|3.19\|-1.85\|3.24\|3.25\|3.17\|84587;2026-04-27\|3.15\|-1.25\|3.19\|3.21\|3.13\|112217;2026-04-28\|3.26\|3.49\|3.16\|3.30\|3.10\|155660;2026-04-29\|3.25\|-0.31\|3.27\|3.31\|3.24\|94924;2026-04-30\|3.20\|-1.54\|3.26\|3.27\|3.17\|101250;2026-05-06\|3.18\|-0.62\|3.23\|3.23\|3.17\|92785;2026-05-07\|3.14\|-1.26\|3.16\|3.21\|3.12\|139990;2026-05-08\|3.09\|-1.59\|3.12\|3.14\|3.03\|120353;2026-05-11\|3.07\|-0.65\|3.10\|3.14\|3.07\|140768;2026-05-12\|3.03\|-1.30\|3.09\|3.11\|3.03\|139107;2026-05-13\|3.06\|0.99\|3.07\|3.11\|3.02\|128789;2026-05-14\|3.02\|-1.31\|3.06\|3.07\|3.01\|129845;2026-05-15\|3.03\|0.33\|3.05\|3.06\|2.99\|110831;2026-05-18\|3.18\|4.95\|3.04\|3.18\|2.98\|214566;2026-05-19\|3.09\|-2.83\|3.18\|3.18\|3.08\|162929;2026-05-20\|3.10\|0.32\|3.08\|3.18\|3.04\|122424;2026-05-21\|3.05\|-1.61\|3.10\|3.13\|3.05\|91272;2026-05-22\|3.08\|0.98\|3.04\|3.09\|3.03\|66072;2026-05-25\|3.02\|-1.95\|3.09\|3.09\|3.01\|101652;2026-05-26\|2.99\|-0.99\|3.02\|3.04\|2.98\|80377;2026-05-27\|2.99\|0.00\|3.00\|3.02\|2.97\|54802;2026-05-28\|2.96\|-1.00\|2.99\|2.99\|2.95\|76641;2026-05-29\|2.96\|0.00\|2.98\|3.05\|2.94\|103688;2026-06-01\|3.00\|1.35\|2.95\|3.03\|2.94\|88901;2026-06-02\|2.99\|-0.33\|2.99\|2.99\|2.95\|72595;2026-06-03\|2.97\|-0.67\|2.99\|3.00\|2.95\|64912;2026-06-04\|2.94\|-1.01\|2.95\|2.96\|2.94\|65728;2026-06-05\|2.94\|0.00\|2.94\|2.96\|2.93\|57106;2026-06-08\|2.84\|-3.40\|2.92\|2.92\|2.83\|98815;2026-06-09\|2.78\|-2.11\|2.85\|2.88\|2.78\|73436;2026-06-10\|2.73\|-1.80\|2.80\|2.84\|2.68\|113748;2026-06-11\|2.63\|-3.66\|2.69\|2.72\|2.60\|100460;2026-06-12\|2.62\|-0.38\|2.63\|2.67\|2.61\|84467;2026-06-15\|2.60\|-0.76\|2.60\|2.67\|2.58\|90949;2026-06-16\|2.55\|-1.92\|2.61\|2.61\|2.53\|124118;2026-06-17\|2.52\|-1.18\|2.56\|2.63\|2.52\|122238;2026-06-18\|2.50\|-0.79\|2.56\|2.56\|2.46\|123894;2026-06-22\|2.38\|-4.80\|2.49\|2.49\|2.38\|146289;2026-06-23\|2.50\|5.04\|2.50\|2.50\|2.50\|19354;2026-06-24\|2.63\|5.20\|2.63\|2.63\|2.63\|11030;2026-06-25\|2.76\|4.94\|2.76\|2.76\|2.76\|57045;2026-06-26\|2.90\|5.07\|2.85\|2.90\|2.77\|357492;2026-06-29\|3.05\|5.17\|2.97\|3.05\|2.88\|303254;2026-06-30\|3.20\|4.92\|3.19\|3.20\|3.09\|208952;2026-07-01\|3.36\|5.00\|3.36\|3.36\|3.28\|117367;2026-07-02\|3.27\|-2.68\|3.53\|3.53\|3.21\|601255;2026-07-03\|3.43\|4.89\|3.22\|3.43\|3.19\|326613;2026-07-06\|3.26\|-4.96\|3.40\|3.51\|3.19\|355648;2026-07-07\|3.22\|-1.23\|3.28\|3.38\|3.16\|208966;2026-07-08\|3.15\|-2.17\|3.21\|3.22\|3.11\|165198;2026-07-09\|3.15\|0.00\|3.12\|3.23\|3.11\|152837;2026-07-10\|3.27\|3.81\|3.12\|3.30\|3.10\|176797
116730		一季报增长+碳化硅+苹果概念行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。	无线充电材料及器件领先厂商，主要包括超微细电子线材、无线充电隔磁材料	2026-03-03\|16.70\|-2.79\|17.14\|17.52\|16.70\|48328;2026-03-04\|16.49\|-1.26\|16.42\|16.80\|16.33\|29817;2026-03-05\|16.55\|0.36\|16.65\|16.86\|16.52\|31409;2026-03-06\|16.80\|1.51\|16.55\|16.83\|16.41\|20169;2026-03-09\|16.79\|-0.06\|16.51\|16.79\|16.42\|24897;2026-03-10\|17.29\|2.98\|16.90\|17.29\|16.90\|33577;2026-03-11\|17.28\|-0.06\|17.30\|17.50\|17.22\|27749;2026-03-12\|17.19\|-0.52\|17.34\|17.34\|17.13\|16989;2026-03-13\|17.03\|-0.93\|17.16\|17.26\|16.98\|20083;2026-03-16\|17.12\|0.53\|17.00\|17.13\|16.92\|14989;2026-03-17\|16.74\|-2.22\|17.05\|17.18\|16.72\|25756;2026-03-18\|16.74\|0.00\|16.78\|16.82\|16.57\|19119;2026-03-19\|16.46\|-1.67\|16.60\|16.66\|16.40\|23457;2026-03-20\|15.92\|-3.28\|16.50\|16.55\|15.92\|24941;2026-03-23\|15.12\|-5.03\|15.51\|15.79\|15.12\|33148;2026-03-24\|15.15\|0.20\|15.23\|15.24\|14.68\|36847;2026-03-25\|15.60\|2.97\|15.24\|15.66\|15.19\|24716;2026-03-26\|15.24\|-2.31\|15.60\|15.66\|15.19\|21169;2026-03-27\|15.43\|1.25\|15.07\|15.46\|15.01\|19230;2026-03-30\|15.42\|-0.06\|15.16\|15.47\|15.12\|14722;2026-03-31\|15.36\|-0.39\|15.39\|15.70\|15.31\|20581;2026-04-01\|15.40\|0.26\|15.56\|15.60\|15.30\|24088;2026-04-02\|14.88\|-3.38\|15.40\|15.40\|14.83\|29765;2026-04-03\|14.38\|-3.36\|14.93\|14.99\|14.37\|25230;2026-04-07\|14.44\|0.42\|14.38\|14.54\|14.36\|15639;2026-04-08\|15.16\|4.99\|14.70\|15.16\|14.70\|29361;2026-04-09\|15.43\|1.78\|15.12\|15.65\|14.97\|32586;2026-04-10\|15.61\|1.17\|15.49\|15.87\|15.49\|21713;2026-04-13\|16.27\|4.23\|15.50\|16.38\|15.50\|33386;2026-04-14\|16.15\|-0.74\|16.39\|16.48\|15.94\|20512;2026-04-15\|16.44\|1.80\|16.26\|16.72\|16.10\|32003;2026-04-16\|16.65\|1.28\|16.44\|16.81\|16.44\|19300;2026-04-17\|16.72\|0.42\|16.70\|16.78\|16.33\|26957;2026-04-20\|17.56\|5.02\|17.10\|17.56\|17.01\|82295;2026-04-21\|18.12\|3.19\|17.70\|18.42\|17.69\|120050;2026-04-22\|17.80\|-1.77\|17.96\|18.24\|17.62\|57053;2026-04-23\|17.76\|-0.22\|17.69\|17.99\|17.60\|40645;2026-04-24\|18.58\|4.62\|17.63\|18.65\|17.63\|74096;2026-04-27\|18.37\|-1.13\|18.56\|19.05\|18.15\|66212;2026-04-28\|18.42\|0.27\|18.11\|18.75\|17.96\|47394;2026-04-29\|18.58\|0.87\|18.39\|18.88\|18.30\|44423;2026-04-30\|18.08\|-2.69\|18.48\|18.57\|18.04\|35029;2026-05-06\|18.11\|0.17\|18.10\|18.22\|17.78\|61983;2026-05-07\|18.16\|0.28\|18.10\|18.25\|17.96\|35784;2026-05-08\|18.52\|1.98\|18.19\|18.74\|18.02\|39232;2026-05-11\|18.94\|2.27\|18.52\|19.27\|18.29\|48484;2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859
116729	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	津巴布韦锂矿禁令+锂矿行业原因：兴业证券指出，下游电芯需求仍维持在较高水平。同时供给端江西锂矿换证扰动不断，供给隐忧仍存，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月26日财闻报道，3月23日晚间津巴布韦禁止锂精矿外运消息升级，供给扰动推动锂矿板块整体走高。 3、据2025年8月23日半年报，公司掌控阿根廷、马里等多处优质锂矿资源，2025年锂资源自给率预计超50%，成本优势显著。	全球最大的金属锂生产商，全球第三大及中国最大的锂化合物生产商；公司固态电池研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节	2026-03-03\|67.27\|-6.49\|70.86\|72.08\|67.10\|613056;2026-03-04\|66.89\|-0.56\|66.18\|69.18\|65.91\|396340;2026-03-05\|67.12\|0.34\|68.38\|68.99\|66.60\|318478;2026-03-06\|65.89\|-1.83\|66.68\|67.68\|65.71\|344892;2026-03-09\|67.76\|2.84\|64.00\|67.80\|63.01\|485547;2026-03-10\|69.02\|1.86\|68.80\|69.65\|68.18\|321960;2026-03-11\|70.17\|1.67\|68.33\|70.79\|68.00\|438644;2026-03-12\|69.50\|-0.95\|69.75\|70.10\|68.31\|302079;2026-03-13\|70.03\|0.76\|70.19\|72.68\|69.70\|537037;2026-03-16\|70.60\|0.81\|69.83\|70.70\|68.00\|402250;2026-03-17\|68.49\|-2.99\|70.60\|71.33\|68.40\|308917;2026-03-18\|66.65\|-2.69\|68.49\|68.77\|65.54\|379439;2026-03-19\|63.44\|-4.82\|65.45\|66.40\|63.13\|442127;2026-03-20\|67.43\|6.29\|64.50\|69.78\|63.26\|879258;2026-03-23\|67.58\|0.22\|66.40\|69.99\|66.33\|717229;2026-03-24\|69.21\|2.41\|68.92\|69.55\|65.58\|602362;2026-03-25\|70.63\|2.05\|70.55\|71.38\|68.61\|633043;2026-03-26\|72.43\|2.55\|70.37\|73.77\|70.01\|766407;2026-03-27\|79.67\|10.00\|71.49\|79.67\|71.49\|1312133;2026-03-30\|80.15\|0.60\|81.00\|81.50\|78.00\|1175709;2026-03-31\|78.38\|-2.21\|79.70\|81.00\|77.75\|809256;2026-04-01\|77.31\|-1.37\|79.10\|79.44\|76.36\|689439;2026-04-02\|79.93\|3.39\|77.30\|81.77\|76.30\|908779;2026-04-03\|79.75\|-0.23\|79.94\|82.19\|78.80\|620371;2026-04-07\|78.96\|-0.99\|80.00\|81.16\|78.20\|486450;2026-04-08\|82.01\|3.86\|77.82\|82.81\|77.51\|811550;2026-04-09\|81.01\|-1.22\|82.30\|83.78\|79.90\|651947;2026-04-10\|83.98\|3.67\|81.74\|86.99\|81.25\|1045334;2026-04-13\|84.38\|0.48\|83.84\|86.30\|83.01\|1010330;2026-04-14\|88.28\|4.62\|84.99\|88.48\|83.61\|915730;2026-04-15\|82.17\|-6.92\|87.50\|87.80\|81.84\|1148561;2026-04-16\|85.60\|4.17\|83.33\|86.70\|82.36\|853823;2026-04-17\|84.06\|-1.80\|85.46\|87.98\|83.25\|920809;2026-04-20\|82.71\|-1.61\|83.59\|84.21\|81.38\|646663;2026-04-21\|83.36\|0.79\|83.80\|85.74\|81.61\|786631;2026-04-22\|82.22\|-1.37\|81.85\|83.41\|81.52\|625380;2026-04-23\|79.88\|-2.85\|82.25\|82.50\|79.00\|633779;2026-04-24\|84.99\|6.40\|79.95\|86.26\|79.87\|970755;2026-04-27\|84.11\|-1.04\|84.00\|86.46\|83.50\|675071;2026-04-28\|82.10\|-2.39\|84.12\|84.61\|81.18\|482094;2026-04-29\|86.90\|5.85\|81.81\|87.15\|80.84\|848991;2026-04-30\|88.68\|2.05\|87.00\|91.19\|86.90\|1075419;2026-05-06\|91.45\|3.12\|90.35\|91.67\|87.50\|903407;2026-05-07\|88.00\|-3.77\|90.75\|90.75\|86.58\|888511;2026-05-08\|84.77\|-3.67\|87.95\|89.95\|84.68\|803053;2026-05-11\|85.18\|0.48\|86.00\|87.65\|84.13\|618656;2026-05-12\|83.65\|-1.80\|85.84\|86.02\|82.88\|525290;2026-05-13\|82.99\|-0.79\|83.66\|84.30\|81.58\|586696;2026-05-14\|79.98\|-3.63\|82.33\|83.31\|79.67\|653995;2026-05-15\|78.06\|-2.40\|79.00\|80.45\|78.00\|557790;2026-05-18\|79.38\|1.69\|78.06\|80.88\|77.50\|495011;2026-05-19\|76.07\|-4.17\|78.40\|78.40\|74.50\|622791;2026-05-20\|77.17\|1.45\|74.69\|78.13\|74.00\|669172;2026-05-21\|75.33\|-2.38\|77.61\|78.95\|75.18\|580290;2026-05-22\|75.90\|0.76\|75.36\|76.45\|74.14\|358370;2026-05-25\|75.10\|-1.05\|76.50\|76.66\|74.62\|404952;2026-05-26\|75.00\|-0.13\|74.51\|75.76\|72.78\|456863;2026-05-27\|73.30\|-2.27\|75.25\|77.00\|73.08\|491851;2026-05-28\|72.80\|-0.68\|73.90\|74.87\|70.50\|520056;2026-05-29\|71.48\|-1.81\|72.81\|74.15\|71.13\|447034;2026-06-01\|69.86\|-2.27\|71.48\|72.77\|69.80\|424394;2026-06-02\|68.98\|-1.26\|70.58\|70.60\|66.96\|495656;2026-06-03\|68.79\|-0.28\|68.34\|69.59\|67.58\|377236;2026-06-04\|66.79\|-2.91\|68.00\|68.27\|66.57\|420439;2026-06-05\|65.65\|-1.71\|66.79\|68.05\|64.68\|561627;2026-06-08\|62.76\|-4.40\|64.49\|66.15\|61.18\|505435;2026-06-09\|67.94\|8.25\|63.73\|68.90\|62.76\|718881;2026-06-10\|67.60\|-0.50\|68.50\|70.55\|66.80\|738385;2026-06-11\|69.94\|3.46\|67.60\|71.87\|67.00\|877108;2026-06-12\|71.16\|1.74\|69.43\|72.50\|69.08\|822480;2026-06-15\|71.32\|0.22\|72.05\|72.90\|69.99\|791511;2026-06-16\|71.45\|0.18\|70.51\|72.48\|69.04\|635312;2026-06-17\|71.32\|-0.18\|71.60\|73.48\|70.79\|585440;2026-06-18\|69.36\|-2.75\|70.50\|71.66\|68.82\|626659;2026-06-22\|72.05\|3.88\|66.50\|72.20\|66.31\|817831;2026-06-23\|68.00\|-5.62\|72.70\|72.76\|67.77\|603030;2026-06-24\|71.62\|5.32\|67.96\|72.30\|66.76\|745469;2026-06-25\|68.36\|-4.55\|71.00\|72.19\|68.04\|662428;2026-06-26\|63.38\|-7.29\|68.30\|68.80\|63.30\|629032;2026-06-29\|64.07\|1.09\|63.00\|64.75\|61.70\|522232;2026-06-30\|65.40\|2.08\|64.08\|67.19\|63.56\|508657;2026-07-01\|65.92\|0.80\|66.00\|66.72\|63.10\|610760;2026-07-02\|63.99\|-2.93\|65.45\|66.19\|63.88\|399261;2026-07-03\|62.97\|-1.59\|64.90\|65.00\|62.91\|404447;2026-07-06\|62.83\|-0.22\|63.19\|65.90\|62.48\|570545;2026-07-07\|61.44\|-2.21\|63.88\|64.17\|61.25\|457968;2026-07-08\|56.17\|-8.58\|60.57\|61.12\|56.03\|694985;2026-07-09\|55.99\|-0.32\|56.00\|56.96\|53.26\|717103;2026-07-10\|53.63\|-4.22\|55.98\|55.98\|53.61\|563887
116728	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：盐湖提锂龙头，一季度净利润同比增长超147%；碳酸锂价格反弹至17万元/吨，广期所主力合约突破16万元/吨；低成本提锂工艺保障高弹性，单位现金成本业内最低；涨停缘由：锂价反弹直接增厚利润、低成本盐湖提锂模式护城河深厚、钾肥业务提供稳定现金流支撑锂业扩张、资源禀赋不可复制；资金逻辑：主力资金聚焦低估值高弹性锂资源标的，该股PB仅1.6倍，显著低于行业均值；量价齐升，换手率连续两日超8%；风险提示：天气因素影响盐湖卤水提锂效率；碳酸锂产能爬坡进度受制于环保审批；钾肥价格下行或削弱综合盈利稳定性	盐湖提锂龙头，一季度净利润同比增长超147%	2026-03-03\|35.84\|-6.05\|37.70\|38.03\|35.70\|1450269;2026-03-04\|36.23\|1.09\|35.46\|37.08\|35.20\|927445;2026-03-05\|36.93\|1.93\|37.05\|37.60\|36.44\|745398;2026-03-06\|36.79\|-0.38\|36.72\|37.50\|36.39\|651394;2026-03-09\|38.36\|4.27\|36.11\|38.88\|36.10\|1218252;2026-03-10\|38.53\|0.44\|38.80\|39.05\|37.81\|773933;2026-03-11\|38.21\|-0.83\|38.38\|38.80\|37.90\|609757;2026-03-12\|38.26\|0.13\|38.30\|38.93\|37.85\|662920;2026-03-13\|39.60\|3.50\|39.01\|40.90\|39.01\|1402156;2026-03-16\|37.33\|-5.73\|39.45\|39.70\|36.69\|1385039;2026-03-17\|36.15\|-3.16\|37.34\|37.86\|35.95\|933774;2026-03-18\|35.60\|-1.52\|36.10\|36.20\|35.00\|731339;2026-03-19\|33.75\|-5.20\|35.00\|35.10\|33.50\|1031083;2026-03-20\|34.82\|3.17\|34.04\|35.88\|34.04\|1220177;2026-03-23\|34.58\|-0.69\|34.31\|35.66\|34.02\|1058077;2026-03-24\|36.41\|5.29\|35.48\|36.55\|34.72\|1195962;2026-03-25\|36.77\|0.99\|37.30\|37.37\|35.85\|1072488;2026-03-26\|36.85\|0.22\|36.61\|38.11\|36.17\|1034986;2026-03-27\|39.45\|7.06\|36.33\|39.98\|36.32\|1606159;2026-03-30\|39.06\|-0.99\|39.58\|39.80\|38.58\|1079520;2026-03-31\|37.00\|-5.27\|37.25\|37.85\|36.32\|1485054;2026-04-01\|36.23\|-2.08\|37.15\|37.45\|36.17\|920386;2026-04-02\|36.68\|1.24\|36.10\|37.38\|35.61\|866653;2026-04-03\|36.25\|-1.17\|36.68\|36.80\|35.64\|565343;2026-04-07\|36.43\|0.50\|36.35\|36.74\|35.91\|584464;2026-04-08\|37.25\|2.25\|36.00\|37.42\|35.80\|906400;2026-04-09\|37.40\|0.40\|36.95\|37.68\|36.28\|818007;2026-04-10\|37.41\|0.03\|37.60\|38.30\|37.10\|852502;2026-04-13\|38.56\|3.07\|37.40\|38.58\|36.71\|1075933;2026-04-14\|38.86\|0.78\|38.88\|38.88\|37.60\|1249721;2026-04-15\|37.01\|-4.76\|38.63\|38.80\|37.00\|1014303;2026-04-16\|38.51\|4.05\|37.23\|38.93\|37.22\|1117670;2026-04-17\|37.89\|-1.61\|38.80\|39.88\|37.59\|1017586;2026-04-20\|37.51\|-1.00\|37.90\|37.99\|37.20\|772610;2026-04-21\|37.49\|-0.05\|37.60\|37.95\|36.95\|627106;2026-04-22\|36.73\|-2.03\|37.00\|37.25\|36.41\|922185;2026-04-23\|35.69\|-2.83\|36.70\|36.80\|35.50\|871231;2026-04-24\|37.42\|4.85\|35.48\|37.79\|35.35\|1128305;2026-04-27\|37.67\|0.67\|37.50\|38.05\|37.10\|799945;2026-04-28\|37.02\|-1.73\|37.56\|37.93\|36.80\|626102;2026-04-29\|39.50\|6.70\|36.61\|39.65\|36.48\|1557673;2026-04-30\|39.29\|-0.53\|39.83\|41.60\|38.84\|2410340;2026-05-06\|40.40\|2.83\|40.07\|40.50\|38.61\|1568090;2026-05-07\|38.92\|-3.66\|40.58\|40.79\|38.04\|1784785;2026-05-08\|38.05\|-2.24\|39.00\|39.99\|38.01\|1327274;2026-05-11\|37.54\|-1.34\|38.40\|38.95\|37.30\|1306856;2026-05-12\|37.05\|-1.31\|37.73\|37.75\|36.79\|854714;2026-05-13\|36.69\|-0.97\|37.15\|37.67\|36.47\|1137468;2026-05-14\|34.83\|-5.07\|36.50\|36.50\|34.70\|1600547;2026-05-15\|33.89\|-2.70\|34.75\|34.88\|33.61\|1083616;2026-05-18\|33.35\|-1.59\|33.89\|34.20\|33.13\|916256;2026-05-19\|32.41\|-2.82\|33.23\|33.24\|31.86\|1231541;2026-05-20\|32.86\|1.39\|32.00\|33.30\|31.76\|1081570;2026-05-21\|32.28\|-1.77\|33.10\|33.47\|32.22\|971804;2026-05-22\|32.84\|1.73\|32.26\|32.98\|31.81\|715791;2026-05-25\|31.99\|-2.59\|32.98\|33.00\|31.77\|828817;2026-05-26\|32.53\|1.69\|31.80\|32.63\|31.20\|937396;2026-05-27\|31.38\|-3.54\|32.40\|32.76\|31.23\|715618;2026-05-28\|31.20\|-0.57\|31.66\|32.13\|30.75\|759774;2026-05-29\|30.77\|-1.38\|31.39\|31.78\|30.52\|704084;2026-06-01\|30.38\|-1.27\|30.50\|31.02\|30.33\|560780;2026-06-02\|30.35\|-0.10\|30.49\|30.62\|29.67\|810685;2026-06-03\|30.24\|-0.36\|29.98\|30.60\|29.70\|600818;2026-06-04\|29.35\|-2.94\|30.00\|30.18\|29.20\|856025;2026-06-05\|29.45\|0.34\|29.25\|30.35\|28.98\|857145;2026-06-08\|28.12\|-4.52\|29.00\|29.57\|27.72\|911610;2026-06-09\|29.50\|4.91\|28.51\|29.66\|28.08\|879468;2026-06-10\|29.03\|-1.59\|29.22\|30.10\|28.86\|805783;2026-06-11\|30.41\|4.75\|29.03\|30.90\|28.92\|1470597;2026-06-12\|31.70\|4.24\|30.57\|32.25\|30.27\|1561432;2026-06-15\|32.03\|1.04\|32.10\|32.78\|31.25\|1377834;2026-06-16\|31.15\|-2.75\|31.65\|31.79\|30.80\|1048807;2026-06-17\|30.87\|-0.90\|31.28\|31.55\|30.51\|771274;2026-06-18\|29.75\|-3.63\|30.39\|31.04\|29.60\|1181409;2026-06-22\|30.69\|3.16\|28.50\|30.77\|28.20\|1376859;2026-06-23\|29.09\|-5.21\|30.70\|30.70\|29.00\|851168;2026-06-24\|31.34\|7.73\|29.00\|31.50\|28.90\|1308202;2026-06-25\|30.23\|-3.54\|30.98\|31.45\|29.92\|1047369;2026-06-26\|28.91\|-4.37\|29.97\|30.51\|28.88\|842777;2026-06-29\|29.63\|2.49\|28.69\|30.02\|28.17\|811407;2026-06-30\|30.19\|1.89\|29.76\|30.74\|29.26\|939597;2026-07-01\|30.49\|0.99\|30.32\|30.99\|29.26\|1038182;2026-07-02\|30.18\|-1.02\|30.50\|30.99\|29.74\|912525;2026-07-03\|29.41\|-2.55\|31.01\|31.14\|29.35\|1349678;2026-07-06\|29.25\|-0.54\|29.41\|30.45\|28.70\|994250;2026-07-07\|28.37\|-3.01\|29.33\|29.70\|28.33\|834486;2026-07-08\|26.53\|-6.49\|28.39\|28.56\|26.50\|1194886;2026-07-09\|26.09\|-1.66\|26.73\|27.11\|25.40\|1160816;2026-07-10\|25.40\|-2.64\|26.10\|26.40\|25.37\|972378
116727	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：天齐锂业涨停受碳酸锂价格10日涨超8%、一季报预告净利最高增1818%及宁德时代业绩超预期带动新能源板块情绪修复共同驱动；涨停缘由：碳酸锂现货价达17万元/吨，广期所主力合约突破16万元；公司预告一季度净利同比增1530%-1818%，联营SQM业绩大幅增长贡献可观投资收益；资金逻辑：主力资金4月24日净流入超1.2亿元，机构调仓转向资源类价值股，北向持仓连续两周回升；风险提示：锂价高位持续性存疑，下游电池厂压价意愿增强，二季度业绩环比或承压	全球第四大、中国和亚洲第二大锂化工产品供应商，已实现锂精矿100%自给自足	2026-03-03\|51.58\|-6.52\|54.73\|55.40\|51.50\|553959;2026-03-04\|52.07\|0.95\|50.70\|53.32\|50.64\|332515;2026-03-05\|52.35\|0.54\|53.09\|53.46\|51.90\|245037;2026-03-06\|51.99\|-0.69\|52.34\|53.00\|51.92\|254909;2026-03-09\|53.09\|2.12\|50.74\|53.29\|50.04\|390205;2026-03-10\|53.85\|1.43\|53.66\|54.35\|53.44\|245496;2026-03-11\|54.54\|1.28\|53.17\|54.85\|53.01\|342432;2026-03-12\|53.60\|-1.72\|54.30\|54.48\|53.02\|224247;2026-03-13\|54.15\|1.03\|53.96\|55.94\|53.80\|454958;2026-03-16\|53.58\|-1.05\|53.90\|54.63\|52.80\|280537;2026-03-17\|52.11\|-2.74\|53.81\|54.48\|52.00\|241904;2026-03-18\|51.15\|-1.84\|52.48\|52.57\|50.34\|275511;2026-03-19\|48.93\|-4.34\|50.15\|50.47\|48.71\|324050;2026-03-20\|50.10\|2.39\|49.38\|52.62\|48.80\|500683;2026-03-23\|49.00\|-2.20\|49.02\|51.28\|48.54\|436927;2026-03-24\|51.63\|5.37\|50.05\|51.63\|48.28\|557952;2026-03-25\|53.46\|3.54\|52.66\|53.98\|51.96\|538317;2026-03-26\|54.20\|1.38\|53.46\|55.79\|52.95\|617795;2026-03-27\|57.96\|6.94\|53.61\|58.26\|53.50\|1021455;2026-03-30\|57.24\|-1.24\|58.02\|58.39\|56.07\|722212;2026-03-31\|55.48\|-3.07\|57.10\|57.19\|55.29\|512703;2026-04-01\|55.45\|-0.05\|55.98\|56.65\|54.68\|392255;2026-04-02\|56.17\|1.30\|55.45\|57.70\|54.62\|525641;2026-04-03\|55.44\|-1.30\|55.96\|56.87\|55.00\|324268;2026-04-07\|56.70\|2.27\|55.70\|57.36\|55.31\|379872;2026-04-08\|58.27\|2.77\|56.18\|58.37\|55.66\|590988;2026-04-09\|57.65\|-1.06\|58.13\|59.17\|57.03\|499803;2026-04-10\|59.64\|3.45\|58.00\|60.66\|57.88\|762971;2026-04-13\|62.10\|4.12\|59.43\|62.47\|59.43\|768397;2026-04-14\|64.53\|3.91\|62.50\|64.64\|61.77\|760424;2026-04-15\|61.80\|-4.23\|64.68\|64.68\|61.50\|732551;2026-04-16\|65.32\|5.70\|62.55\|66.66\|62.00\|917480;2026-04-17\|66.65\|2.04\|65.78\|68.40\|65.74\|852878;2026-04-20\|66.82\|0.26\|66.00\|67.70\|65.39\|578897;2026-04-21\|70.71\|5.82\|70.00\|73.30\|68.71\|1367064;2026-04-22\|70.73\|0.03\|70.00\|71.22\|69.02\|853743;2026-04-23\|67.97\|-3.90\|70.09\|70.29\|66.97\|851190;2026-04-24\|73.70\|8.43\|67.90\|74.77\|67.60\|1351006;2026-04-27\|73.65\|-0.07\|73.50\|75.46\|73.00\|1006084;2026-04-28\|72.53\|-1.52\|74.61\|75.09\|72.00\|768752;2026-04-29\|75.52\|4.12\|73.00\|75.80\|71.07\|1168530;2026-04-30\|80.03\|5.97\|75.00\|81.19\|74.49\|1306785;2026-05-06\|81.71\|2.10\|80.03\|82.49\|78.40\|1208117;2026-05-07\|79.06\|-3.24\|80.28\|80.55\|77.51\|1216578;2026-05-08\|76.05\|-3.81\|78.30\|80.83\|76.00\|1020733;2026-05-11\|77.37\|1.74\|76.83\|78.27\|75.57\|804775;2026-05-12\|74.75\|-3.39\|77.86\|77.99\|73.60\|868375;2026-05-13\|74.38\|-0.49\|74.01\|76.20\|73.60\|766615;2026-05-14\|70.69\|-4.96\|73.68\|74.38\|70.68\|847469;2026-05-15\|69.11\|-2.24\|71.06\|71.42\|68.86\|700172;2026-05-18\|69.38\|0.39\|68.85\|71.16\|68.20\|570799;2026-05-19\|66.58\|-4.04\|68.50\|68.50\|65.61\|691412;2026-05-20\|68.16\|2.37\|65.76\|69.39\|65.26\|761690;2026-05-21\|65.78\|-3.49\|68.48\|69.38\|65.68\|644388;2026-05-22\|66.52\|1.12\|65.78\|66.83\|64.68\|512094;2026-05-25\|66.67\|0.23\|67.07\|68.08\|65.79\|533716;2026-05-26\|66.40\|-0.41\|66.00\|66.85\|64.20\|498142;2026-05-27\|64.48\|-2.89\|66.47\|67.80\|64.20\|595372;2026-05-28\|64.39\|-0.14\|65.62\|66.30\|62.50\|537589;2026-05-29\|62.88\|-2.35\|64.71\|65.39\|62.62\|488075;2026-06-01\|62.17\|-1.13\|62.88\|64.29\|62.05\|449104;2026-06-02\|61.29\|-1.42\|62.07\|62.33\|59.28\|548125;2026-06-03\|60.98\|-0.51\|60.50\|61.97\|60.04\|432099;2026-06-04\|59.46\|-2.49\|60.53\|60.60\|59.17\|430926;2026-06-05\|59.06\|-0.67\|59.46\|61.20\|57.81\|574124;2026-06-08\|56.20\|-4.84\|58.00\|59.96\|54.87\|573546;2026-06-09\|60.01\|6.78\|57.00\|60.86\|55.70\|739523;2026-06-10\|59.48\|-0.88\|59.50\|61.60\|58.47\|708033;2026-06-11\|61.00\|2.56\|59.26\|62.60\|58.66\|926710;2026-06-12\|62.50\|2.46\|61.00\|63.42\|60.15\|990334;2026-06-15\|63.72\|1.95\|62.99\|64.27\|61.85\|930168;2026-06-16\|63.99\|0.42\|63.14\|65.00\|62.00\|795034;2026-06-17\|64.04\|0.08\|64.49\|65.82\|63.60\|707654;2026-06-18\|62.18\|-2.90\|62.82\|64.09\|61.61\|746908;2026-06-22\|64.97\|4.49\|59.05\|65.00\|58.58\|934530;2026-06-23\|61.32\|-5.62\|64.53\|65.25\|61.03\|693784;2026-06-24\|66.13\|7.84\|61.32\|66.50\|60.71\|969650;2026-06-25\|64.64\|-2.25\|66.00\|67.44\|64.03\|847014;2026-06-26\|58.92\|-8.85\|64.10\|65.00\|58.89\|880824;2026-06-29\|59.87\|1.61\|58.20\|60.79\|56.79\|601196;2026-06-30\|61.32\|2.42\|59.90\|62.46\|59.13\|580665;2026-07-01\|62.29\|1.58\|61.80\|63.45\|59.42\|694243;2026-07-02\|60.01\|-3.66\|62.00\|62.50\|59.83\|544007;2026-07-03\|58.66\|-2.25\|61.00\|61.42\|58.63\|491595;2026-07-06\|58.91\|0.43\|58.97\|61.11\|58.00\|513184;2026-07-07\|59.19\|0.48\|59.50\|60.65\|58.54\|462369;2026-07-08\|53.27\|-10.00\|58.26\|58.29\|53.27\|668240;2026-07-09\|49.79\|-6.53\|52.33\|52.48\|47.94\|960796;2026-07-10\|47.80\|-4.00\|49.00\|50.15\|47.77\|688298
116726	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：2026年一季度净利润同比激增275倍，受益于下游储能与动力电池需求爆发及碳酸锂价格10日涨超8%，鸡脚山锂矿投产预期强化；涨停缘由：一季度净利同比增275倍印证锂盐高弹性；全资孙公司获湖南鸡脚山锂矿采矿权，资源量折合碳酸锂当量324万吨；广期所主力合约突破16万元/吨；资金逻辑：融资余额单周增长超2.5亿元，杠杆资金聚焦资源端稀缺标的；机构目标价平均136.86元，当前股价距目标仍有空间；风险提示：宁德时代等大客户集中度高，议价能力受限；碳酸锂期货价格波动剧烈，套保效果存不确定性；部分锂矿项目尚处建设期，短期难贡献利润	公司一季度净利同比增超275倍，主要得益于储能与动力电池下游需求增长，带动公司锂电材料业务利润显著提升	2026-03-03\|45.69\|-5.17\|48.01\|48.50\|45.58\|283370;2026-03-04\|45.05\|-1.40\|44.66\|46.69\|44.66\|163345;2026-03-05\|45.00\|-0.11\|46.00\|47.50\|44.55\|173113;2026-03-06\|45.30\|0.67\|44.91\|45.90\|44.70\|134927;2026-03-09\|45.56\|0.57\|43.50\|45.88\|42.89\|210348;2026-03-10\|47.77\|4.85\|46.17\|48.43\|46.09\|258918;2026-03-11\|51.21\|7.20\|47.58\|51.85\|47.04\|468342;2026-03-12\|51.36\|0.29\|51.70\|52.68\|50.56\|260480;2026-03-13\|52.65\|2.51\|51.00\|55.00\|50.75\|368459;2026-03-16\|53.67\|1.94\|52.78\|54.41\|50.60\|366893;2026-03-17\|52.47\|-2.24\|54.00\|55.25\|52.31\|285018;2026-03-18\|50.35\|-4.04\|52.51\|53.00\|50.00\|313260;2026-03-19\|47.77\|-5.12\|50.01\|50.09\|47.26\|287927;2026-03-20\|47.77\|0.00\|48.00\|50.94\|46.66\|430841;2026-03-23\|50.53\|5.78\|46.80\|52.88\|46.80\|589717;2026-03-24\|54.32\|7.50\|51.13\|54.49\|48.90\|536161;2026-03-25\|55.50\|2.17\|55.20\|56.26\|53.24\|454585;2026-03-26\|56.65\|2.07\|55.23\|57.70\|54.79\|453501;2026-03-27\|64.01\|12.99\|57.12\|65.85\|56.00\|698992;2026-03-30\|62.67\|-2.09\|64.00\|65.26\|61.40\|521599;2026-03-31\|58.50\|-6.65\|61.85\|62.67\|58.10\|450315;2026-04-01\|58.20\|-0.51\|58.74\|60.00\|56.60\|319864;2026-04-02\|59.35\|1.98\|57.96\|60.50\|56.69\|394357;2026-04-03\|58.15\|-2.02\|58.59\|59.98\|56.90\|291038;2026-04-07\|56.98\|-2.01\|59.20\|59.59\|56.21\|256583;2026-04-08\|57.02\|0.07\|57.01\|57.41\|55.40\|388979;2026-04-09\|62.00\|8.73\|65.00\|66.56\|60.90\|1109110;2026-04-10\|68.30\|10.16\|62.37\|71.18\|61.81\|1038623;2026-04-13\|80.20\|17.42\|69.36\|81.70\|69.28\|1112884;2026-04-14\|81.05\|1.06\|76.63\|81.24\|76.63\|842429;2026-04-15\|76.93\|-5.08\|79.81\|80.00\|75.62\|812542;2026-04-16\|85.68\|11.37\|78.69\|88.88\|77.36\|1062116;2026-04-17\|87.79\|2.46\|85.00\|91.00\|83.70\|821546;2026-04-20\|86.61\|-1.34\|86.47\|87.87\|84.14\|618603;2026-04-21\|85.81\|-0.92\|87.05\|87.76\|83.00\|575101;2026-04-22\|84.86\|-1.11\|84.05\|86.66\|83.44\|541714;2026-04-23\|80.07\|-5.64\|84.86\|84.86\|79.97\|619337;2026-04-24\|91.00\|13.65\|80.30\|92.78\|79.58\|977972;2026-04-27\|94.23\|3.55\|90.09\|97.18\|88.51\|891660;2026-04-28\|92.99\|-1.32\|93.84\|94.83\|92.17\|452116;2026-04-29\|110.50\|18.83\|92.00\|111.59\|91.40\|965871;2026-04-30\|110.50\|0.00\|109.32\|112.52\|107.52\|703656;2026-05-06\|114.70\|3.80\|113.00\|119.06\|106.34\|858579;2026-05-07\|111.08\|-3.16\|113.00\|113.81\|107.20\|729726;2026-05-08\|103.45\|-6.87\|110.00\|117.60\|102.90\|955190;2026-05-11\|105.50\|1.98\|104.00\|107.00\|101.38\|775796;2026-05-12\|101.74\|-3.56\|104.94\|105.00\|98.50\|688204;2026-05-13\|99.81\|-1.90\|102.00\|103.50\|98.01\|638985;2026-05-14\|96.52\|-3.30\|99.29\|102.60\|96.49\|655314;2026-05-15\|93.65\|-2.97\|96.56\|100.45\|93.25\|735014;2026-05-18\|92.37\|-1.37\|94.47\|94.98\|90.53\|529921;2026-05-19\|88.81\|-3.85\|91.42\|92.00\|87.30\|568826;2026-05-20\|92.45\|4.10\|87.55\|94.49\|86.20\|807992;2026-05-21\|88.71\|-4.05\|91.90\|94.70\|88.05\|559491;2026-05-22\|89.14\|0.48\|88.78\|90.00\|85.50\|498952;2026-05-25\|90.48\|1.50\|89.00\|92.26\|88.25\|453186;2026-05-26\|92.22\|1.92\|89.11\|92.83\|87.26\|526863;2026-05-27\|92.91\|0.75\|92.01\|96.85\|91.50\|681394;2026-05-28\|86.39\|-7.02\|93.84\|94.99\|85.27\|666012;2026-05-29\|83.72\|-3.09\|84.79\|85.73\|81.62\|637103;2026-06-01\|84.86\|1.36\|83.01\|88.16\|82.26\|470879;2026-06-02\|81.30\|-4.20\|84.74\|85.00\|77.98\|479187;2026-06-03\|81.38\|0.10\|80.15\|82.85\|78.88\|344518;2026-06-04\|78.73\|-3.26\|80.69\|80.95\|78.51\|319195;2026-06-05\|80.50\|2.25\|79.57\|83.60\|77.31\|474212;2026-06-08\|79.95\|-0.68\|78.65\|83.35\|77.41\|441789;2026-06-09\|87.80\|9.82\|80.55\|89.32\|79.50\|755353;2026-06-10\|87.60\|-0.23\|86.23\|91.28\|85.79\|688305;2026-06-11\|94.03\|7.34\|88.44\|96.66\|84.46\|872083;2026-06-12\|96.10\|2.20\|91.03\|100.63\|91.00\|868034;2026-06-15\|97.12\|1.06\|96.10\|98.60\|92.01\|799536;2026-06-16\|93.42\|-3.81\|95.97\|96.64\|93.00\|613286;2026-06-17\|91.75\|-1.79\|93.80\|95.29\|91.14\|576704;2026-06-18\|89.00\|-3.00\|91.26\|94.20\|88.39\|595197;2026-06-22\|91.80\|3.15\|84.02\|92.92\|80.01\|852448;2026-06-23\|87.63\|-4.54\|91.80\|91.81\|86.80\|466507;2026-06-24\|98.83\|12.78\|86.80\|99.39\|85.43\|830567;2026-06-25\|94.98\|-3.90\|98.64\|100.98\|94.58\|672895;2026-06-26\|86.19\|-9.25\|95.00\|97.35\|85.92\|676821;2026-06-29\|86.92\|0.85\|84.08\|88.35\|82.11\|546908;2026-06-30\|93.51\|7.58\|88.35\|94.48\|85.83\|649688;2026-07-01\|94.11\|0.64\|93.91\|95.52\|87.05\|778676;2026-07-02\|91.35\|-2.93\|93.98\|95.50\|90.20\|501762;2026-07-03\|92.48\|1.24\|93.08\|95.00\|89.38\|560618;2026-07-06\|91.10\|-1.49\|90.00\|95.83\|87.55\|479074;2026-07-07\|96.26\|5.66\|94.97\|96.51\|93.00\|668609;2026-07-08\|81.02\|-15.83\|94.30\|96.00\|79.18\|761723;2026-07-09\|69.10\|-14.71\|78.40\|79.00\|65.00\|976242;2026-07-10\|65.70\|-4.92\|68.59\|70.60\|65.70\|747888
116725	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	固态电池+硫化锂+锂盐产能行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月27日年报，公司硫化锂气固法合成工艺实现纯度≥99.99%，杂相PPM级，年内启动客户送样，2026年将建中试线。 2、据2026年4月27日年报，公司锂盐综合产能已达13万吨，雅安三期3万吨氢氧化锂线调试完成，募投项目全部结项。 3、据2026年4月27日年报，公司绑定Tesla、LGES、宁德时代等头部客户，2025年锂盐销量6.9万吨、同比增45%，津巴布韦230万吨/年锂矿已投产。	公司正在与部分合作企业/高校推进硫化锂和硫化物固态电解质研发及产业化工作，预计年内完成样品生产制备及客户送样工作，2026年启动中试线建设；25年扣非净利润增长超300%	2026-03-03\|25.64\|-4.93\|26.65\|27.03\|25.55\|446167;2026-03-04\|25.23\|-1.60\|25.50\|26.05\|24.98\|299854;2026-03-05\|24.76\|-1.86\|25.69\|25.82\|24.50\|359182;2026-03-06\|23.88\|-3.55\|24.54\|24.65\|23.83\|442640;2026-03-09\|24.13\|1.05\|23.23\|24.30\|22.72\|446603;2026-03-10\|24.77\|2.65\|24.47\|25.12\|24.35\|268577;2026-03-11\|25.03\|1.05\|24.51\|25.28\|24.35\|297874;2026-03-12\|24.54\|-1.96\|25.12\|25.19\|24.12\|367162;2026-03-13\|24.60\|0.24\|24.58\|25.77\|24.52\|400018;2026-03-16\|24.26\|-1.38\|24.58\|24.98\|23.79\|342286;2026-03-17\|23.29\|-4.00\|24.29\|24.58\|23.15\|400106;2026-03-18\|23.23\|-0.26\|23.30\|23.39\|22.78\|296384;2026-03-19\|22.11\|-4.82\|22.83\|22.96\|21.89\|411391;2026-03-20\|22.00\|-0.50\|22.28\|22.99\|21.83\|311661;2026-03-23\|22.00\|0.00\|21.42\|22.95\|21.31\|445630;2026-03-24\|21.95\|-0.23\|22.26\|22.54\|21.15\|388138;2026-03-25\|21.92\|-0.14\|22.20\|22.65\|21.62\|441103;2026-03-26\|23.05\|5.16\|21.87\|23.23\|21.80\|654997;2026-03-27\|24.20\|4.99\|22.73\|24.86\|22.73\|740927;2026-03-30\|23.79\|-1.69\|24.38\|24.46\|23.60\|499054;2026-03-31\|23.20\|-2.48\|23.58\|23.76\|22.93\|339171;2026-04-01\|23.02\|-0.78\|23.35\|23.48\|22.66\|282017;2026-04-02\|22.73\|-1.26\|22.90\|23.26\|22.42\|476700;2026-04-03\|22.07\|-2.90\|22.69\|23.33\|22.00\|314944;2026-04-07\|22.10\|0.14\|22.21\|22.43\|21.90\|220778;2026-04-08\|23.18\|4.89\|22.10\|23.19\|22.06\|359030;2026-04-09\|23.31\|0.56\|24.25\|24.46\|22.61\|574352;2026-04-10\|24.19\|3.78\|23.31\|24.59\|23.01\|600064;2026-04-13\|26.13\|8.02\|24.85\|26.53\|24.85\|891634;2026-04-14\|26.81\|2.60\|26.50\|26.86\|26.05\|615860;2026-04-15\|26.14\|-2.50\|26.81\|27.08\|26.01\|499709;2026-04-16\|27.26\|4.28\|26.30\|27.83\|26.16\|659519;2026-04-17\|28.09\|3.04\|27.59\|28.58\|27.27\|694703;2026-04-20\|27.92\|-0.61\|27.91\|28.79\|27.76\|468452;2026-04-21\|27.99\|0.25\|28.31\|28.63\|27.32\|493067;2026-04-22\|28.37\|1.36\|27.66\|28.65\|27.56\|433040;2026-04-23\|27.78\|-2.08\|28.36\|28.55\|27.50\|426752;2026-04-24\|29.60\|6.55\|27.52\|29.84\|27.52\|734800;2026-04-27\|28.97\|-2.13\|27.30\|29.38\|27.29\|998502;2026-04-28\|27.53\|-4.97\|28.95\|28.96\|27.00\|713304;2026-04-29\|30.28\|9.99\|27.30\|30.28\|26.95\|815286;2026-04-30\|30.67\|1.29\|30.36\|30.96\|30.13\|808688;2026-05-06\|31.08\|1.34\|31.50\|32.00\|30.70\|722664;2026-05-07\|30.16\|-2.96\|31.05\|31.07\|29.07\|704140;2026-05-08\|30.50\|1.13\|30.13\|31.68\|29.94\|633420;2026-05-11\|30.18\|-1.05\|30.70\|31.34\|30.01\|394939;2026-05-12\|29.02\|-3.84\|30.38\|30.39\|28.58\|562129;2026-05-13\|28.15\|-3.00\|29.02\|29.10\|27.92\|474756;2026-05-14\|26.70\|-5.15\|28.15\|28.20\|26.62\|433747;2026-05-15\|25.86\|-3.15\|26.79\|26.95\|25.50\|447962;2026-05-18\|25.20\|-2.55\|25.80\|26.00\|25.03\|366967;2026-05-19\|24.66\|-2.14\|25.01\|25.15\|23.95\|457228;2026-05-20\|24.76\|0.41\|24.50\|25.13\|23.98\|451085;2026-05-21\|23.71\|-4.24\|24.85\|25.25\|23.70\|482298;2026-05-22\|24.21\|2.11\|24.09\|24.73\|23.63\|463095;2026-05-25\|24.94\|3.02\|24.69\|25.38\|24.36\|567115;2026-05-26\|25.26\|1.28\|24.56\|25.35\|24.06\|500593;2026-05-27\|24.14\|-4.43\|25.32\|25.84\|24.01\|486372;2026-05-28\|23.69\|-1.86\|24.33\|24.65\|23.26\|390867;2026-05-29\|22.91\|-3.29\|23.84\|23.93\|22.81\|317382;2026-06-01\|23.28\|1.61\|23.12\|23.85\|22.83\|353883;2026-06-02\|22.57\|-3.05\|23.22\|23.35\|22.19\|327155;2026-06-03\|22.28\|-1.28\|22.22\|22.73\|22.08\|279586;2026-06-04\|21.15\|-5.07\|22.25\|22.28\|21.05\|455956;2026-06-05\|21.20\|0.24\|21.11\|22.30\|20.39\|500248;2026-06-08\|20.50\|-3.30\|21.01\|21.55\|20.09\|415645;2026-06-09\|21.80\|6.34\|20.78\|21.95\|20.29\|506754;2026-06-10\|21.95\|0.69\|21.88\|22.80\|21.66\|545695;2026-06-11\|22.55\|2.73\|22.00\|23.37\|21.68\|692957;2026-06-12\|22.85\|1.33\|22.60\|23.63\|22.31\|584955;2026-06-15\|23.01\|0.70\|23.07\|23.68\|22.70\|552649;2026-06-16\|22.89\|-0.52\|22.90\|23.37\|22.35\|422002;2026-06-17\|22.93\|0.17\|22.90\|23.30\|22.35\|364322;2026-06-18\|22.18\|-3.27\|22.75\|23.00\|21.91\|337033;2026-06-22\|22.72\|2.71\|21.20\|22.74\|20.79\|577705;2026-06-23\|21.45\|-5.59\|22.69\|22.89\|21.36\|373788;2026-06-24\|23.60\|10.02\|21.45\|23.60\|21.02\|678466;2026-06-25\|22.21\|-5.89\|23.59\|24.15\|22.17\|701671;2026-06-26\|19.99\|-10.00\|22.30\|22.34\|19.99\|637390;2026-06-29\|19.54\|-2.25\|19.58\|20.17\|18.70\|573132;2026-06-30\|20.37\|4.25\|19.56\|20.57\|19.38\|586758;2026-07-01\|21.00\|3.09\|20.39\|21.45\|19.70\|579026;2026-07-02\|21.86\|4.10\|20.96\|22.35\|20.63\|664741;2026-07-03\|21.87\|0.05\|22.60\|22.80\|21.45\|652989;2026-07-06\|22.41\|2.47\|21.65\|22.88\|21.62\|576214;2026-07-07\|24.65\|10.00\|24.65\|24.65\|24.65\|177467;2026-07-08\|22.19\|-9.98\|24.08\|24.30\|22.19\|1298133;2026-07-09\|20.20\|-8.97\|21.80\|21.80\|19.97\|1229507;2026-07-10\|18.70\|-7.43\|19.90\|20.05\|18.65\|1106268
116724	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂矿+固态电池+一季报扭亏行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年6月18日互动易，公司正全力推动亚洲最大硬岩型单体锂矿木绒锂矿的开发建设，该矿已于2026年4月启动施工，建成后将实现锂矿资源的大幅度增量供给，生产成本预计保持行业较低水平。 2、据2026年6月3日机构调研，公司在固态电池关键材料领域积极布局，已规划新建2500吨金属锂产能，目前正推动项目进展，并持续加强与下游固态电池应用客户的合作。 3、据2026年4月30日一季报，公司实现营收32.84亿元，同比增长378.58%；归母净利润4.64亿元，同比扭亏为盈。	公司在阿根廷的SDLA盐湖项目年产能为2500吨碳酸锂当量，为在产项目，目前生产情况正常	2026-03-03\|39.39\|-3.29\|39.97\|41.29\|39.15\|491703;2026-03-04\|39.67\|0.71\|38.90\|40.68\|38.50\|281729;2026-03-05\|39.83\|0.40\|40.60\|41.39\|39.00\|320780;2026-03-06\|39.22\|-1.53\|39.75\|40.18\|39.00\|230017;2026-03-09\|39.65\|1.10\|37.77\|40.08\|37.13\|327278;2026-03-10\|40.35\|1.77\|40.25\|41.10\|39.82\|259119;2026-03-11\|41.19\|2.08\|39.73\|41.63\|39.38\|408103;2026-03-12\|39.91\|-3.11\|41.10\|41.28\|39.09\|350953;2026-03-13\|40.37\|1.15\|40.10\|42.20\|40.03\|395611;2026-03-16\|39.03\|-3.32\|39.97\|40.98\|37.53\|412307;2026-03-17\|38.65\|-0.97\|38.92\|39.87\|37.70\|265182;2026-03-18\|38.03\|-1.60\|38.63\|38.97\|36.82\|341309;2026-03-19\|35.51\|-6.63\|37.19\|37.48\|35.01\|509000;2026-03-20\|35.17\|-0.96\|35.66\|36.99\|34.88\|468699;2026-03-23\|35.45\|0.80\|33.93\|36.70\|33.58\|527614;2026-03-24\|35.95\|1.41\|36.00\|36.45\|34.01\|422659;2026-03-25\|36.15\|0.56\|36.60\|36.84\|35.06\|484918;2026-03-26\|38.39\|6.20\|35.81\|38.87\|35.70\|671452;2026-03-27\|42.23\|10.00\|38.50\|42.23\|38.22\|557384;2026-03-30\|42.08\|-0.36\|43.00\|44.00\|41.58\|796428;2026-03-31\|40.10\|-4.71\|41.33\|41.89\|39.70\|575287;2026-04-01\|39.43\|-1.67\|40.20\|40.77\|38.41\|435437;2026-04-02\|39.69\|0.66\|39.12\|41.11\|38.89\|493364;2026-04-03\|38.99\|-1.76\|39.69\|40.15\|37.54\|415203;2026-04-07\|38.80\|-0.49\|39.36\|39.50\|37.73\|307269;2026-04-08\|39.54\|1.91\|38.69\|39.70\|38.13\|482640;2026-04-09\|39.00\|-1.37\|40.05\|40.60\|38.33\|436652;2026-04-10\|40.78\|4.56\|39.20\|41.00\|38.97\|616983;2026-04-13\|44.86\|10.00\|41.99\|44.86\|41.99\|696917;2026-04-14\|48.48\|8.07\|46.01\|48.57\|45.32\|943757;2026-04-15\|46.27\|-4.56\|47.97\|48.00\|45.40\|695178;2026-04-16\|49.80\|7.63\|47.74\|50.90\|47.13\|867059;2026-04-17\|50.30\|1.00\|49.58\|51.47\|49.30\|760555;2026-04-20\|49.70\|-1.19\|50.13\|50.83\|49.04\|491895;2026-04-21\|48.45\|-2.52\|49.70\|50.15\|48.38\|568120;2026-04-22\|48.00\|-0.93\|47.94\|49.43\|47.40\|451816;2026-04-23\|46.30\|-3.54\|48.47\|48.47\|45.40\|482824;2026-04-24\|50.93\|10.00\|46.01\|50.93\|46.01\|650045;2026-04-27\|52.12\|2.34\|51.01\|53.36\|50.93\|635613;2026-04-28\|51.03\|-2.09\|52.23\|52.77\|50.06\|404861;2026-04-29\|54.63\|7.05\|50.11\|55.54\|49.80\|706490;2026-04-30\|60.09\|9.99\|55.26\|60.09\|55.26\|889360;2026-05-06\|62.14\|3.41\|60.76\|63.13\|58.90\|801019;2026-05-07\|59.60\|-4.09\|61.81\|62.00\|58.06\|750819;2026-05-08\|57.52\|-3.49\|59.40\|61.91\|57.15\|671107;2026-05-11\|57.81\|0.50\|58.66\|59.30\|56.80\|577303;2026-05-12\|56.89\|-1.59\|57.88\|58.36\|55.70\|514534;2026-05-13\|55.00\|-3.32\|57.00\|57.32\|54.16\|678804;2026-05-14\|52.81\|-3.98\|54.75\|55.27\|52.60\|505136;2026-05-15\|51.06\|-3.31\|52.70\|53.95\|50.66\|563056;2026-05-18\|51.45\|0.76\|51.00\|53.39\|50.00\|464393;2026-05-19\|48.82\|-5.11\|50.53\|50.60\|48.22\|547213;2026-05-20\|51.56\|5.61\|48.39\|52.90\|47.68\|723659;2026-05-21\|48.98\|-5.00\|50.80\|52.10\|48.82\|573865;2026-05-22\|49.11\|0.27\|48.79\|49.65\|47.67\|434792;2026-05-25\|48.51\|-1.22\|49.45\|50.20\|48.00\|436330;2026-05-26\|49.23\|1.48\|47.51\|50.43\|46.72\|534085;2026-05-27\|47.74\|-3.03\|49.18\|49.99\|47.35\|417433;2026-05-28\|47.16\|-1.21\|48.69\|49.60\|45.80\|422359;2026-05-29\|45.45\|-3.63\|47.48\|47.98\|45.20\|464159;2026-06-01\|43.76\|-3.72\|45.34\|45.85\|43.65\|474651;2026-06-02\|43.16\|-1.37\|43.83\|43.98\|41.60\|413387;2026-06-03\|43.81\|1.51\|42.70\|44.82\|42.25\|379003;2026-06-04\|42.49\|-3.01\|43.44\|43.65\|42.00\|313847;2026-06-05\|43.55\|2.49\|42.76\|44.89\|41.36\|519801;2026-06-08\|42.62\|-2.14\|43.00\|45.02\|41.56\|497506;2026-06-09\|46.88\|10.00\|43.51\|46.88\|42.70\|609148;2026-06-10\|47.70\|1.75\|47.70\|49.08\|47.10\|916410;2026-06-11\|50.98\|6.88\|47.70\|52.20\|46.53\|1024290;2026-06-12\|51.08\|0.20\|50.00\|54.05\|49.10\|1014912;2026-06-15\|51.63\|1.08\|51.10\|53.47\|49.15\|896591;2026-06-16\|48.81\|-5.46\|50.52\|50.55\|48.80\|839726;2026-06-17\|48.30\|-1.04\|48.81\|50.19\|47.87\|590618;2026-06-18\|45.74\|-5.30\|47.00\|49.08\|45.57\|810523;2026-06-22\|46.98\|2.71\|44.72\|47.01\|42.52\|952597;2026-06-23\|43.05\|-8.37\|46.01\|46.20\|42.90\|691248;2026-06-24\|47.36\|10.01\|43.05\|47.36\|42.52\|789165;2026-06-25\|46.51\|-1.79\|46.88\|49.50\|46.30\|822246;2026-06-26\|42.35\|-8.94\|46.48\|46.70\|42.25\|675590;2026-06-29\|42.57\|0.52\|41.53\|43.29\|40.05\|591519;2026-06-30\|44.83\|5.31\|42.95\|46.57\|42.45\|649251;2026-07-01\|45.65\|1.83\|44.85\|46.43\|43.16\|628179;2026-07-02\|43.60\|-4.49\|45.67\|45.90\|43.46\|465451;2026-07-03\|42.10\|-3.44\|44.45\|44.80\|42.03\|449180;2026-07-06\|41.43\|-1.59\|41.93\|44.41\|41.40\|519603;2026-07-07\|42.38\|2.29\|42.50\|44.00\|41.61\|532413;2026-07-08\|38.14\|-10.00\|41.00\|41.98\|38.14\|571271;2026-07-09\|35.55\|-6.79\|36.03\|37.30\|34.33\|879923;2026-07-10\|34.10\|-4.08\|35.00\|35.69\|34.05\|672775
116723	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂矿+锂电池负极材料+一季报增长行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年3月24日年报，公司主营业务为锂矿采选，拥有国内持续在产的锂辉石大型矿山——康定市甲基卡锂辉石矿134号脉采矿权，具备资源储备和成本竞争优势。 2、据2026年4月28日公告，公司2026年一季度实现营业收入3.76亿元，同比增长295.77%；归母净利润2.78亿元，同比增长1296.26%。 3、据2026年3月24日公告，公司拟投资建设锂电池负极材料项目，已通过董事会审议，旨在进一步完善锂电池材料上下游产业链规划，打造链条化的新能源产业格局。	国内锂电材料全产业链领军企业；一季度净利润同比增长1296.26%	2026-03-03\|55.07\|-5.77\|57.41\|59.16\|54.79\|165302;2026-03-04\|54.59\|-0.87\|54.60\|56.50\|53.81\|118441;2026-03-05\|54.66\|0.13\|55.60\|56.68\|54.10\|99512;2026-03-06\|54.84\|0.33\|54.66\|56.39\|54.28\|96498;2026-03-09\|55.60\|1.39\|53.13\|55.89\|51.70\|128564;2026-03-10\|57.06\|2.63\|56.05\|57.82\|56.05\|106685;2026-03-11\|57.36\|0.53\|56.98\|58.13\|56.01\|139631;2026-03-12\|56.70\|-1.15\|57.24\|57.75\|56.00\|85646;2026-03-13\|57.10\|0.71\|57.36\|60.22\|56.80\|153480;2026-03-16\|57.92\|1.44\|57.38\|58.16\|55.68\|137972;2026-03-17\|56.69\|-2.12\|58.00\|58.85\|56.61\|116208;2026-03-18\|55.70\|-1.75\|56.87\|57.22\|54.80\|86971;2026-03-19\|52.32\|-6.07\|54.87\|55.06\|51.90\|116793;2026-03-20\|53.08\|1.45\|53.00\|56.15\|52.21\|155222;2026-03-23\|53.27\|0.36\|51.99\|55.98\|51.90\|150373;2026-03-24\|58.60\|10.01\|57.41\|58.60\|56.66\|294520;2026-03-25\|64.46\|10.00\|63.00\|64.46\|62.60\|381633;2026-03-26\|70.91\|10.01\|67.06\|70.91\|65.62\|406672;2026-03-27\|78.00\|10.00\|73.33\|78.00\|72.72\|421223;2026-03-30\|81.98\|5.10\|83.35\|84.44\|80.03\|630410;2026-03-31\|76.28\|-6.95\|82.24\|82.80\|75.60\|520137;2026-04-01\|70.63\|-7.41\|75.00\|75.71\|70.25\|445671;2026-04-02\|72.32\|2.39\|70.67\|75.55\|69.11\|450096;2026-04-03\|71.29\|-1.42\|73.20\|73.40\|67.63\|328106;2026-04-07\|71.28\|-0.01\|71.43\|72.98\|70.07\|228881;2026-04-08\|71.68\|0.56\|69.92\|71.72\|68.00\|295555;2026-04-09\|73.05\|1.91\|71.96\|75.78\|69.50\|391695;2026-04-10\|73.17\|0.16\|73.00\|76.00\|71.88\|441340;2026-04-13\|78.32\|7.04\|72.93\|79.74\|72.69\|476565;2026-04-14\|79.50\|1.51\|77.54\|79.74\|76.35\|354159;2026-04-15\|75.28\|-5.31\|79.80\|80.15\|74.62\|340047;2026-04-16\|80.02\|6.30\|76.29\|81.80\|75.00\|371898;2026-04-17\|84.55\|5.66\|80.06\|88.02\|80.06\|409226;2026-04-20\|82.33\|-2.63\|85.14\|87.58\|81.50\|303919;2026-04-21\|80.67\|-2.02\|82.65\|84.88\|80.08\|333064;2026-04-22\|81.55\|1.09\|80.15\|82.00\|79.18\|241432;2026-04-23\|78.44\|-3.81\|81.35\|81.44\|77.56\|220384;2026-04-24\|86.28\|9.99\|78.97\|86.28\|78.00\|296814;2026-04-27\|90.42\|4.80\|89.03\|94.79\|88.39\|419317;2026-04-28\|90.26\|-0.18\|90.93\|93.00\|87.01\|340130;2026-04-29\|99.29\|10.00\|90.44\|99.29\|88.88\|399813;2026-04-30\|109.22\|10.00\|103.85\|109.22\|102.10\|338496;2026-05-06\|111.18\|1.79\|115.00\|115.00\|107.31\|475728;2026-05-07\|105.10\|-5.47\|111.18\|111.18\|103.08\|413040;2026-05-08\|99.10\|-5.71\|105.80\|108.66\|98.82\|438136;2026-05-11\|102.07\|3.00\|99.96\|102.07\|97.68\|396742;2026-05-12\|100.62\|-1.42\|101.63\|102.00\|96.68\|355596;2026-05-13\|97.50\|-3.10\|99.01\|102.78\|96.70\|331689;2026-05-14\|93.04\|-4.57\|96.50\|98.20\|93.04\|293120;2026-05-15\|91.66\|-1.48\|92.72\|95.27\|90.86\|286393;2026-05-18\|91.08\|-0.63\|90.99\|93.19\|89.49\|205171;2026-05-19\|87.85\|-3.55\|90.06\|90.70\|86.61\|208910;2026-05-20\|90.42\|2.93\|86.66\|91.79\|86.00\|299083;2026-05-21\|85.79\|-5.12\|90.40\|91.27\|85.66\|236770;2026-05-22\|85.54\|-0.29\|85.94\|87.00\|83.56\|179852;2026-05-25\|84.33\|-1.41\|86.16\|87.50\|83.88\|190044;2026-05-26\|83.10\|-1.46\|82.34\|84.50\|80.53\|199849;2026-05-27\|82.84\|-0.31\|83.00\|87.20\|82.01\|260109;2026-05-28\|81.81\|-1.24\|84.00\|85.60\|79.28\|190473;2026-05-29\|81.10\|-0.87\|82.30\|84.81\|80.30\|204932;2026-06-01\|81.52\|0.52\|80.05\|83.86\|79.50\|175071;2026-06-02\|80.34\|-1.45\|81.05\|81.79\|77.40\|179191;2026-06-03\|79.06\|-1.59\|79.30\|80.83\|78.28\|164962;2026-06-04\|76.10\|-3.74\|78.40\|78.70\|75.82\|181031;2026-06-05\|76.79\|0.91\|75.90\|79.50\|73.28\|225294;2026-06-08\|74.10\|-3.50\|75.19\|78.85\|72.59\|174009;2026-06-09\|78.89\|6.46\|75.43\|79.87\|74.30\|243363;2026-06-10\|79.19\|0.38\|79.08\|81.50\|77.85\|267062;2026-06-11\|83.55\|5.51\|79.19\|85.50\|78.01\|379011;2026-06-12\|89.74\|7.41\|83.66\|91.67\|82.50\|462704;2026-06-15\|90.90\|1.29\|90.00\|92.15\|86.00\|418473;2026-06-16\|88.13\|-3.05\|88.45\|91.00\|87.02\|301955;2026-06-17\|89.17\|1.18\|87.99\|92.56\|87.07\|290473;2026-06-18\|87.09\|-2.33\|86.20\|90.86\|85.20\|287307;2026-06-22\|89.88\|3.20\|82.55\|90.34\|79.00\|364580;2026-06-23\|84.90\|-5.54\|88.00\|89.52\|84.44\|218878;2026-06-24\|93.39\|10.00\|84.92\|93.39\|82.89\|305257;2026-06-25\|91.90\|-1.60\|96.11\|98.04\|91.51\|360585;2026-06-26\|82.71\|-10.00\|91.90\|92.98\|82.71\|307236;2026-06-29\|85.09\|2.88\|81.00\|86.90\|77.34\|301631;2026-06-30\|89.40\|5.07\|85.09\|91.81\|83.52\|271228;2026-07-01\|94.16\|5.32\|89.40\|95.73\|85.80\|358518;2026-07-02\|90.35\|-4.05\|93.77\|94.89\|90.00\|231703;2026-07-03\|91.59\|1.62\|93.34\|95.86\|90.10\|289870;2026-07-06\|94.40\|3.07\|89.00\|98.50\|87.80\|305350;2026-07-07\|97.60\|3.39\|97.97\|101.00\|96.10\|341911;2026-07-08\|87.84\|-10.00\|95.76\|96.57\|87.84\|263767;2026-07-09\|79.06\|-10.00\|82.00\|84.00\|79.06\|129508;2026-07-10\|71.15\|-10.01\|74.00\|74.88\|71.15\|369727
116722	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力；一季度净利润同比扭亏为盈	2026-03-03\|11.26\|-5.85\|11.93\|12.01\|11.21\|353428;2026-03-04\|11.29\|0.27\|11.20\|11.71\|11.05\|266290;2026-03-05\|11.20\|-0.80\|11.62\|11.63\|11.12\|192892;2026-03-06\|11.06\|-1.25\|11.04\|11.29\|11.02\|199858;2026-03-09\|11.30\|2.17\|10.79\|11.40\|10.54\|275780;2026-03-10\|11.23\|-0.62\|11.38\|11.49\|11.16\|158103;2026-03-11\|11.25\|0.18\|11.19\|11.48\|11.14\|216095;2026-03-12\|11.16\|-0.80\|11.24\|11.37\|11.07\|151308;2026-03-13\|10.99\|-1.52\|11.10\|11.48\|10.97\|193180;2026-03-16\|10.90\|-0.82\|10.90\|11.08\|10.65\|176710;2026-03-17\|10.63\|-2.48\|11.00\|11.05\|10.61\|115466;2026-03-18\|10.59\|-0.38\|10.62\|10.65\|10.39\|96704;2026-03-19\|10.12\|-4.44\|10.48\|10.48\|10.06\|172097;2026-03-20\|9.97\|-1.48\|10.12\|10.44\|9.85\|198634;2026-03-23\|10.13\|1.60\|9.70\|10.64\|9.55\|296504;2026-03-24\|10.33\|1.97\|10.34\|10.48\|9.95\|174192;2026-03-25\|10.56\|2.23\|10.41\|10.58\|10.23\|186003;2026-03-26\|10.65\|0.85\|10.43\|10.87\|10.43\|200909;2026-03-27\|11.72\|10.05\|10.46\|11.72\|10.41\|477238;2026-03-30\|11.63\|-0.77\|11.85\|11.88\|11.48\|474368;2026-03-31\|11.29\|-2.92\|11.49\|11.64\|11.28\|302465;2026-04-01\|11.17\|-1.06\|11.47\|11.59\|11.09\|213786;2026-04-02\|11.42\|2.24\|11.15\|11.67\|10.89\|422603;2026-04-03\|10.90\|-4.55\|11.37\|11.57\|10.74\|277481;2026-04-07\|11.36\|4.22\|11.16\|11.66\|11.05\|304610;2026-04-08\|11.59\|2.02\|11.50\|11.60\|11.24\|339636;2026-04-09\|11.74\|1.29\|11.59\|11.93\|11.25\|434437;2026-04-10\|11.80\|0.51\|11.76\|12.06\|11.66\|431265;2026-04-13\|11.94\|1.19\|11.80\|12.04\|11.56\|427711;2026-04-14\|12.76\|6.87\|12.00\|13.10\|11.84\|737914;2026-04-15\|12.05\|-5.56\|12.80\|12.86\|12.02\|491871;2026-04-16\|12.97\|7.63\|12.05\|13.26\|12.05\|893141;2026-04-17\|12.85\|-0.93\|13.09\|13.49\|12.80\|672188;2026-04-20\|12.70\|-1.17\|12.85\|13.20\|12.61\|383599;2026-04-21\|13.48\|6.14\|12.85\|13.97\|12.42\|894819;2026-04-22\|13.35\|-0.96\|13.38\|14.00\|13.24\|625835;2026-04-23\|13.52\|1.27\|13.25\|13.92\|12.79\|593888;2026-04-24\|14.35\|6.14\|13.35\|14.71\|13.30\|719738;2026-04-27\|14.57\|1.53\|14.36\|14.66\|14.00\|655421;2026-04-28\|16.03\|10.02\|15.50\|16.03\|15.38\|552466;2026-04-29\|17.63\|9.98\|15.92\|17.63\|15.73\|615455;2026-04-30\|19.39\|9.98\|19.39\|19.39\|19.39\|86903;2026-05-06\|21.33\|10.01\|21.33\|21.33\|21.33\|76378;2026-05-07\|22.58\|5.86\|23.35\|23.46\|21.00\|1656714;2026-05-08\|23.99\|6.24\|22.97\|24.84\|22.90\|1469766;2026-05-11\|24.56\|2.38\|23.00\|25.52\|23.00\|1333453;2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998
116721		AI算力+大额采购+安保机器人行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2026年1月9日公告，公告称，为推进公司人工智能战略发展和业务转型，拟向多家供应商采购IT设备及零配件总金额不超过40亿元。公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，本次交易不涉及人员安置、土地租赁、债务重组等情况，交易完成后不会产生关联交易。 2、据2025年9月21日机构调研，公司“AI+云计算”业务已签3.59亿元智算服务订单，2025H1收入超3000万元，全年有望延续高增。 3、据2025年9月19日互动易，公司电磁巡防机器狗、无人机等安保机器人系列在公共安全展获公安及安保单位商机，正跟进订单。	公司宣布将投入不超过40亿元用于采购IT设备及零部件，并向全资子公司增资1.7亿元，以加速推进“AI+云计算”业务战略布局	2026-03-03\|52.50\|-9.56\|57.70\|57.80\|52.00\|117082;2026-03-04\|51.52\|-1.87\|51.40\|54.10\|50.20\|74417;2026-03-05\|52.92\|2.72\|53.50\|54.10\|51.81\|62308;2026-03-06\|51.40\|-2.87\|52.92\|52.92\|50.83\|57834;2026-03-09\|49.80\|-3.11\|49.96\|51.70\|47.57\|88558;2026-03-10\|51.00\|2.41\|51.25\|52.17\|50.20\|68008;2026-03-11\|51.13\|0.25\|51.09\|52.87\|50.40\|55970;2026-03-12\|50.52\|-1.19\|50.60\|52.20\|50.45\|46768;2026-03-13\|51.66\|2.26\|50.73\|52.76\|50.26\|60541;2026-03-16\|54.50\|5.50\|52.49\|54.90\|51.88\|100090;2026-03-17\|53.70\|-1.47\|54.00\|56.35\|53.47\|85491;2026-03-18\|60.20\|12.10\|53.80\|60.96\|53.00\|141224;2026-03-19\|66.62\|10.66\|59.17\|69.84\|58.24\|188966;2026-03-20\|56.66\|-14.95\|66.64\|68.00\|56.41\|241220;2026-03-23\|52.44\|-7.45\|53.74\|56.00\|52.13\|139870;2026-03-24\|55.33\|5.51\|54.20\|56.50\|53.00\|120355;2026-03-25\|54.84\|-0.89\|55.27\|58.32\|54.61\|118330;2026-03-26\|51.40\|-6.27\|54.00\|54.80\|50.30\|113874;2026-03-27\|49.90\|-2.92\|50.40\|51.62\|49.10\|81652;2026-03-30\|49.01\|-1.78\|48.91\|49.64\|47.82\|59912;2026-03-31\|45.30\|-7.57\|49.02\|49.25\|45.25\|99054;2026-04-01\|47.24\|4.28\|47.67\|49.40\|47.07\|94357;2026-04-02\|46.17\|-2.27\|47.88\|47.92\|45.21\|49765;2026-04-03\|44.82\|-2.92\|46.65\|46.97\|44.34\|46240;2026-04-07\|43.99\|-1.85\|44.82\|45.47\|43.40\|50366;2026-04-08\|48.17\|9.50\|45.80\|48.28\|45.80\|81426;2026-04-09\|47.90\|-0.56\|47.91\|49.14\|47.15\|59061;2026-04-10\|47.61\|-0.61\|48.00\|50.10\|47.30\|64065;2026-04-13\|47.30\|-0.65\|47.61\|48.81\|46.65\|58796;2026-04-14\|50.43\|6.62\|48.31\|52.39\|48.31\|97277;2026-04-15\|57.75\|14.52\|51.01\|58.00\|50.35\|164994;2026-04-16\|61.31\|6.16\|57.42\|63.50\|56.01\|203134;2026-04-17\|58.92\|-3.90\|60.17\|61.95\|57.36\|148693;2026-04-20\|60.31\|2.36\|61.46\|61.85\|59.00\|106185;2026-04-21\|60.29\|-0.03\|59.05\|60.66\|57.96\|95094;2026-04-22\|63.45\|5.24\|59.82\|64.35\|59.68\|116113;2026-04-23\|63.10\|-0.55\|62.82\|64.18\|61.00\|74862;2026-04-24\|68.12\|7.96\|60.79\|68.86\|60.18\|168606;2026-04-27\|81.74\|19.99\|74.20\|81.74\|73.00\|153326;2026-04-28\|86.35\|5.64\|88.01\|90.00\|86.00\|197992;2026-04-29\|85.18\|-1.35\|87.00\|87.55\|83.99\|112182;2026-04-30\|85.20\|0.02\|85.68\|91.57\|85.20\|110474;2026-05-06\|88.04\|3.33\|89.00\|92.28\|87.19\|116456;2026-05-07\|93.65\|6.37\|89.00\|95.58\|85.34\|125873;2026-05-08\|92.45\|-1.28\|93.33\|96.60\|91.04\|105542;2026-05-11\|90.87\|-1.71\|90.79\|92.23\|87.30\|93015;2026-05-12\|87.26\|-3.97\|91.04\|91.09\|86.48\|81906;2026-05-13\|95.26\|9.17\|85.96\|98.47\|85.00\|104758;2026-05-14\|89.33\|-6.23\|96.14\|97.35\|89.33\|85095;2026-05-15\|85.70\|-4.06\|88.42\|89.27\|84.66\|81045;2026-05-18\|88.71\|3.51\|86.05\|90.21\|85.99\|75364;2026-05-19\|90.33\|1.83\|88.71\|92.66\|88.60\|65764;2026-05-20\|89.32\|-1.12\|90.00\|91.63\|88.46\|57780;2026-05-21\|83.27\|-6.77\|89.41\|90.89\|83.00\|66398;2026-05-22\|82.74\|-0.64\|83.98\|84.99\|81.50\|61770;2026-05-25\|84.01\|1.53\|83.50\|85.69\|79.50\|88126;2026-05-26\|80.78\|-3.84\|84.98\|84.98\|79.95\|66976;2026-05-27\|77.08\|-4.58\|81.00\|81.00\|75.98\|75739;2026-05-28\|78.00\|1.19\|76.81\|78.49\|75.68\|44203;2026-05-29\|79.99\|2.55\|80.00\|87.87\|79.32\|93583;2026-06-01\|76.08\|-4.89\|81.42\|82.50\|76.02\|69720;2026-06-02\|74.90\|-1.55\|76.88\|76.92\|72.57\|55110;2026-06-03\|74.76\|-0.19\|74.37\|77.26\|73.90\|50513;2026-06-04\|73.86\|-1.20\|74.00\|75.68\|72.58\|32595;2026-06-05\|71.82\|-2.76\|73.81\|73.82\|71.00\|42612;2026-06-08\|70.00\|-2.53\|70.01\|72.97\|68.68\|52103;2026-06-09\|74.66\|6.66\|71.17\|75.60\|70.00\|62408;2026-06-10\|71.39\|-4.38\|74.00\|74.19\|70.50\|45744;2026-06-11\|67.64\|-5.25\|71.00\|71.50\|67.10\|48189;2026-06-12\|67.11\|-0.78\|69.69\|71.00\|66.91\|46517;2026-06-15\|71.94\|7.20\|67.78\|72.98\|67.78\|59022;2026-06-16\|72.27\|0.46\|72.56\|73.73\|71.05\|44949;2026-06-17\|73.29\|1.41\|71.28\|77.00\|71.28\|67291;2026-06-18\|73.33\|0.05\|73.47\|75.22\|72.71\|58504;2026-06-22\|75.87\|3.46\|76.80\|77.50\|72.67\|72805;2026-06-23\|73.81\|-2.72\|77.10\|78.83\|73.08\|72690;2026-06-24\|81.24\|10.07\|73.08\|83.31\|70.77\|120047;2026-06-25\|86.69\|6.71\|82.20\|90.00\|78.69\|144142;2026-06-26\|77.27\|-10.87\|85.00\|86.36\|77.20\|103315;2026-06-29\|73.79\|-4.50\|76.00\|78.60\|69.47\|94496;2026-06-30\|83.93\|13.74\|74.52\|88.50\|74.52\|176185;2026-07-01\|84.58\|0.77\|86.20\|89.49\|84.00\|113185;2026-07-02\|79.57\|-5.92\|81.09\|83.02\|78.30\|88010;2026-07-03\|77.58\|-2.50\|81.00\|81.36\|76.66\|60650;2026-07-06\|77.22\|-0.46\|79.42\|81.18\|76.03\|69470;2026-07-07\|75.00\|-2.87\|78.00\|79.99\|72.93\|63866;2026-07-08\|73.03\|-2.63\|76.00\|76.65\|71.00\|54991;2026-07-09\|76.88\|5.27\|73.15\|77.36\|70.97\|62039;2026-07-10\|78.82\|2.52\|78.00\|85.90\|77.00\|94666
116720		一季报预增+算力租赁+光模块行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年4月13日公告，公司预计2026年第一季度归母净利润6.5亿元至8.5亿元，同比增长284.14%至402.33%，主要因智能算力产品及服务业务迎来大幅增长，前期布局的多个算力集群项目陆续完成交付并进入计费阶段。 2、据2026年4月11日公告，公司拟使用5.1亿元增资取得光为科技广州有限公司51%股权，以进入光芯片、光模块赛道，完善“智能终端+云算力+光器件”全产业链布局。 3、据2026年3月17日披露的2025年年报，公司2025年营收122.36亿元、净利11.64亿元，分别同比增长65.13%、68.32%，其中智能算力产品及服务收入27.61亿元，同比增长1727.17%。	公司为英伟达云合作伙伴（NCP），在北京、上海、乌兰察布、廊坊、中卫、广州、深圳、宁波等多地部署并运营算力中心，为客户提供以高端算力为基础的云算力租赁业务。	2026-03-03\|245.45\|-5.71\|258.00\|259.92\|244.60\|95089;2026-03-04\|246.25\|0.33\|240.12\|259.10\|240.12\|98466;2026-03-05\|252.00\|2.33\|255.80\|256.49\|244.07\|94066;2026-03-06\|247.00\|-1.98\|248.99\|252.59\|244.00\|70532;2026-03-09\|252.15\|2.08\|241.10\|254.90\|232.66\|119253;2026-03-10\|254.70\|1.01\|262.00\|264.44\|249.01\|101067;2026-03-11\|252.63\|-0.81\|255.02\|259.00\|251.50\|72292;2026-03-12\|251.08\|-0.61\|252.04\|261.97\|243.89\|88389;2026-03-13\|247.59\|-1.39\|250.08\|260.68\|247.43\|84005;2026-03-16\|249.01\|0.57\|250.00\|251.45\|229.80\|117263;2026-03-17\|232.01\|-6.83\|245.77\|246.55\|231.18\|99700;2026-03-18\|252.02\|8.62\|237.80\|252.58\|235.01\|129599;2026-03-19\|257.60\|2.21\|245.69\|263.68\|243.24\|125727;2026-03-20\|219.25\|-14.89\|261.49\|262.99\|206.08\|396528;2026-03-23\|208.53\|-4.89\|214.15\|215.29\|205.73\|211292;2026-03-24\|207.45\|-0.52\|211.04\|211.97\|200.55\|117256;2026-03-25\|224.70\|8.32\|211.30\|230.00\|211.23\|141399;2026-03-26\|215.27\|-4.20\|224.40\|224.60\|213.23\|88699;2026-03-27\|212.58\|-1.25\|210.11\|215.35\|208.60\|78474;2026-03-30\|214.80\|1.04\|209.66\|219.66\|208.91\|80168;2026-03-31\|209.32\|-2.55\|216.80\|217.45\|206.81\|76331;2026-04-01\|220.30\|5.25\|216.02\|222.00\|212.48\|107698;2026-04-02\|208.36\|-5.42\|218.98\|219.30\|208.25\|79143;2026-04-03\|208.00\|-0.17\|211.00\|217.35\|207.00\|71759;2026-04-07\|206.72\|-0.62\|209.74\|216.68\|206.25\|65361;2026-04-08\|230.85\|11.67\|217.00\|233.10\|214.84\|166436;2026-04-09\|231.11\|0.11\|227.00\|233.99\|225.50\|96029;2026-04-10\|208.25\|-9.89\|235.10\|235.11\|203.02\|177970;2026-04-13\|208.00\|-0.12\|216.76\|219.96\|203.80\|216115;2026-04-14\|249.60\|20.00\|240.06\|249.60\|240.06\|170763;2026-04-15\|280.69\|12.46\|280.19\|288.68\|268.98\|407281;2026-04-16\|319.00\|13.65\|282.00\|320.92\|282.00\|337243;2026-04-17\|316.90\|-0.66\|309.74\|322.00\|305.08\|261793;2026-04-20\|307.99\|-2.81\|308.00\|312.66\|302.00\|248546;2026-04-21\|304.57\|-1.11\|304.69\|307.00\|290.00\|191935;2026-04-22\|260.76\|19.99\|219.96\|260.77\|219.93\|415961;2026-04-23\|257.11\|-1.40\|259.01\|268.00\|253.80\|391589;2026-04-24\|264.18\|2.75\|255.00\|268.88\|250.89\|351526;2026-04-27\|258.00\|-2.34\|266.00\|267.49\|251.88\|278086;2026-04-28\|261.00\|1.16\|261.85\|276.00\|253.91\|394531;2026-04-29\|271.77\|4.13\|255.01\|279.98\|255.01\|350090;2026-04-30\|259.70\|-4.44\|267.55\|270.00\|258.79\|290565;2026-05-06\|281.41\|8.36\|266.20\|294.84\|264.16\|349691;2026-05-07\|284.99\|1.27\|284.65\|289.41\|274.80\|291676;2026-05-08\|284.50\|-0.17\|277.30\|293.98\|276.19\|250206;2026-05-11\|283.94\|-0.20\|289.00\|289.98\|269.48\|286102;2026-05-12\|270.57\|-4.71\|282.28\|289.20\|267.80\|296103;2026-05-13\|300.99\|11.24\|266.00\|301.90\|266.00\|365860;2026-05-14\|288.03\|-4.31\|306.00\|308.00\|287.68\|257961;2026-05-15\|274.01\|-4.87\|286.00\|293.00\|270.40\|269363;2026-05-18\|272.10\|-0.70\|274.41\|278.99\|269.99\|201384;2026-05-19\|270.49\|-0.59\|270.50\|273.88\|259.00\|211171;2026-05-20\|272.84\|0.87\|268.00\|280.00\|267.00\|195080;2026-05-21\|258.00\|-5.44\|275.88\|277.00\|256.96\|233405;2026-05-22\|272.00\|5.43\|265.00\|272.60\|257.11\|215711;2026-05-25\|267.03\|-1.83\|270.00\|274.00\|256.23\|258408;2026-05-26\|258.01\|-3.38\|265.10\|266.18\|251.41\|237519;2026-05-27\|246.02\|-4.65\|260.84\|261.98\|243.08\|237190;2026-05-28\|252.30\|2.55\|250.94\|253.52\|243.67\|175755;2026-05-29\|239.65\|-5.01\|254.90\|255.90\|235.01\|197424;2026-06-01\|236.46\|-1.33\|239.63\|251.38\|235.25\|209302;2026-06-02\|235.53\|-0.39\|241.19\|242.68\|226.80\|198401;2026-06-03\|240.00\|1.90\|235.54\|248.44\|233.13\|211731;2026-06-04\|244.34\|1.81\|235.00\|245.84\|235.00\|166781;2026-06-05\|228.47\|-6.50\|238.00\|239.91\|226.71\|222129;2026-06-08\|213.30\|-6.64\|216.24\|221.63\|209.00\|221394;2026-06-09\|221.50\|3.84\|220.00\|222.28\|213.01\|162223;2026-06-10\|222.22\|0.33\|220.00\|226.36\|218.25\|155042;2026-06-11\|218.44\|-1.70\|221.00\|225.22\|215.60\|139773;2026-06-12\|223.70\|2.41\|223.50\|232.50\|219.00\|247422;2026-06-15\|241.00\|7.73\|228.80\|241.50\|228.01\|269996;2026-06-16\|237.50\|-1.45\|241.01\|242.00\|232.35\|261721;2026-06-17\|266.99\|12.42\|239.52\|267.00\|237.50\|358866;2026-06-18\|277.76\|4.03\|268.00\|282.58\|267.50\|317353;2026-06-22\|316.81\|14.06\|283.31\|322.00\|283.31\|387836;2026-06-23\|306.50\|-3.25\|320.00\|322.66\|301.92\|302299;2026-06-24\|340.19\|10.99\|305.00\|345.00\|305.00\|307408;2026-06-25\|341.98\|0.53\|343.08\|355.55\|333.39\|234618;2026-06-26\|332.47\|-2.78\|338.00\|345.28\|326.01\|210933;2026-06-29\|327.83\|-1.40\|332.82\|351.98\|315.00\|224960;2026-06-30\|339.90\|3.68\|330.00\|344.99\|324.50\|205637;2026-07-01\|331.31\|-2.53\|339.00\|343.00\|327.96\|187060;2026-07-02\|293.59\|-11.39\|311.10\|318.50\|292.91\|253383;2026-07-03\|300.41\|2.32\|293.59\|309.80\|289.23\|173803;2026-07-06\|293.36\|-2.35\|302.40\|305.00\|284.44\|150649;2026-07-07\|278.29\|-5.14\|293.00\|296.83\|272.30\|143847;2026-07-08\|281.00\|0.97\|288.54\|291.10\|274.11\|158563;2026-07-09\|292.36\|4.04\|289.00\|295.00\|269.06\|212160;2026-07-10\|277.96\|-4.93\|292.37\|309.65\|276.00\|206975
116719		算力订单+国产算力+运营商合作行业原因：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2月11日公告，公司累计签订算力服务订单已超24亿元，客户覆盖三大运营商及云服务商。 2、据2026年2月11日公告，公司拟募资10亿元建设国产AI芯片智能算力中心，切入政府及央国企安全敏感客户市场。 3、据2026年3月4日公告，子公司深圳兆能预中标中国移动2026年智能家庭网关紧急集采，巩固运营商核心供应商地位。	公司称平治智算云Token工厂即将上线	2026-03-03\|28.65\|-5.76\|30.60\|30.71\|28.54\|60771;2026-03-04\|28.03\|-2.16\|28.15\|28.57\|27.62\|47239;2026-03-05\|28.67\|2.28\|28.86\|29.09\|28.38\|41762;2026-03-06\|29.72\|3.66\|28.50\|30.64\|28.46\|61965;2026-03-09\|32.35\|8.85\|28.89\|32.66\|28.51\|128258;2026-03-10\|32.64\|0.90\|32.41\|33.28\|31.89\|96769;2026-03-11\|32.17\|-1.44\|32.48\|32.99\|32.15\|64253;2026-03-12\|31.71\|-1.43\|32.15\|32.27\|31.41\|43571;2026-03-13\|30.25\|-4.60\|31.33\|31.68\|30.16\|51661;2026-03-16\|30.69\|1.45\|30.26\|30.70\|29.75\|33634;2026-03-17\|29.37\|-4.30\|30.94\|30.95\|29.28\|47732;2026-03-18\|35.24\|19.99\|29.88\|35.24\|29.88\|208515;2026-03-19\|35.00\|-0.68\|36.01\|37.00\|34.60\|305497;2026-03-20\|32.89\|-6.03\|34.82\|35.49\|32.70\|209002;2026-03-23\|31.30\|-4.83\|31.82\|32.39\|31.06\|126312;2026-03-24\|33.40\|6.71\|32.00\|34.58\|30.72\|229354;2026-03-25\|33.90\|1.50\|33.11\|34.68\|33.11\|179931;2026-03-26\|32.69\|-3.57\|33.91\|34.08\|32.52\|112126;2026-03-27\|32.50\|-0.58\|32.23\|33.80\|31.92\|100779;2026-03-30\|33.22\|2.22\|31.80\|33.32\|31.18\|109033;2026-03-31\|32.10\|-3.37\|32.82\|33.40\|32.09\|78396;2026-04-01\|33.44\|4.17\|33.01\|33.90\|32.44\|135600;2026-04-02\|31.92\|-4.55\|33.31\|33.39\|31.60\|100316;2026-04-03\|31.69\|-0.72\|32.36\|33.12\|31.24\|90581;2026-04-07\|30.51\|-3.72\|31.63\|32.29\|30.18\|96353;2026-04-08\|36.61\|19.99\|31.62\|36.61\|31.62\|249477;2026-04-09\|34.96\|-4.51\|35.00\|35.50\|34.46\|248959;2026-04-10\|34.57\|-1.12\|35.04\|35.30\|34.49\|152718;2026-04-13\|34.63\|0.17\|34.18\|35.19\|34.11\|121887;2026-04-14\|35.29\|1.91\|35.60\|36.18\|34.93\|192250;2026-04-15\|34.84\|-1.28\|35.42\|35.60\|34.20\|124406;2026-04-16\|36.25\|4.05\|35.42\|36.80\|35.42\|220018;2026-04-17\|35.71\|-1.49\|36.30\|36.30\|34.91\|146945;2026-04-20\|36.77\|2.97\|35.98\|38.96\|35.98\|204443;2026-04-21\|35.31\|-3.97\|36.31\|36.40\|34.70\|114893;2026-04-22\|36.64\|3.77\|34.81\|36.80\|34.56\|131038;2026-04-23\|36.90\|0.71\|36.01\|37.80\|35.86\|140624;2026-04-24\|35.80\|-2.98\|36.52\|36.61\|34.87\|118507;2026-04-27\|34.45\|-3.77\|35.71\|36.00\|33.92\|94197;2026-04-28\|38.90\|12.92\|34.35\|40.03\|34.31\|304352;2026-04-29\|42.50\|9.25\|38.29\|43.70\|38.29\|259175;2026-04-30\|44.35\|4.35\|43.21\|44.96\|42.42\|223178;2026-05-06\|51.52\|16.17\|49.93\|53.22\|48.88\|381620;2026-05-07\|57.58\|11.76\|51.56\|58.42\|50.70\|353621;2026-05-08\|58.00\|0.73\|56.85\|58.99\|56.00\|263202;2026-05-11\|57.65\|-0.60\|56.96\|58.50\|53.47\|278977;2026-05-12\|57.39\|-0.45\|57.00\|59.84\|55.00\|224593;2026-05-13\|62.99\|9.76\|58.50\|65.00\|52.10\|358575;2026-05-14\|66.48\|5.54\|66.00\|68.68\|61.00\|354087;2026-05-15\|61.43\|-7.60\|64.00\|66.75\|60.71\|284647;2026-05-18\|68.60\|11.67\|64.02\|72.49\|64.02\|331005;2026-05-19\|65.89\|-3.95\|69.02\|73.34\|65.03\|326139;2026-05-20\|63.81\|-3.16\|65.73\|66.58\|62.61\|247987;2026-05-21\|59.41\|-6.90\|64.20\|66.50\|59.00\|224598;2026-05-22\|64.71\|8.92\|61.24\|65.00\|59.44\|227280;2026-05-25\|62.20\|-3.88\|65.00\|67.67\|57.73\|295289;2026-05-26\|54.01\|-13.17\|60.10\|60.90\|53.40\|253159;2026-05-27\|49.95\|-7.52\|53.90\|54.27\|49.25\|216363;2026-05-28\|49.62\|-0.66\|50.00\|52.45\|48.03\|177248;2026-05-29\|46.87\|-5.54\|49.33\|50.68\|46.00\|151529;2026-06-01\|45.43\|-3.07\|46.04\|47.41\|45.23\|110418;2026-06-02\|45.18\|-0.55\|45.99\|46.38\|43.33\|102140;2026-06-03\|45.37\|0.42\|44.87\|46.00\|44.00\|141690;2026-06-04\|45.88\|1.12\|44.50\|46.79\|43.88\|170312;2026-06-05\|45.12\|-1.66\|45.81\|48.60\|44.60\|190540;2026-06-08\|42.54\|-5.72\|43.63\|44.56\|41.89\|149965;2026-06-09\|43.00\|1.08\|43.62\|43.68\|41.50\|113224;2026-06-10\|41.31\|-3.93\|42.24\|42.90\|40.50\|119014;2026-06-11\|39.83\|-3.58\|41.00\|41.20\|39.00\|101906;2026-06-12\|38.99\|-2.11\|40.45\|41.10\|38.94\|91414;2026-06-15\|41.58\|6.64\|39.86\|41.70\|39.61\|105458;2026-06-16\|42.50\|2.21\|41.68\|43.25\|40.88\|112760;2026-06-17\|43.73\|2.89\|42.51\|44.33\|42.11\|151014;2026-06-18\|46.10\|5.42\|44.90\|47.46\|44.01\|278697;2026-06-22\|49.17\|6.66\|45.71\|49.71\|45.09\|278616;2026-06-23\|46.33\|-5.78\|48.00\|49.10\|45.88\|213144;2026-06-24\|51.62\|11.42\|46.84\|52.00\|44.80\|292740;2026-06-25\|49.31\|-4.47\|51.20\|55.00\|48.84\|293082;2026-06-26\|45.97\|-6.77\|48.70\|48.79\|43.87\|234837;2026-06-29\|42.83\|-6.83\|45.52\|46.84\|41.85\|174047;2026-06-30\|45.66\|6.61\|42.81\|46.93\|41.70\|163484;2026-07-01\|45.71\|0.11\|45.66\|46.67\|44.14\|157555;2026-07-02\|42.20\|-7.68\|43.49\|44.76\|42.00\|128296;2026-07-03\|41.27\|-2.20\|42.18\|43.26\|41.20\|86344;2026-07-06\|39.12\|-5.21\|41.19\|41.55\|38.50\|93933;2026-07-07\|37.02\|-5.37\|39.08\|39.38\|36.36\|78247;2026-07-08\|37.17\|0.41\|37.10\|39.21\|36.20\|121406;2026-07-09\|37.92\|2.02\|37.74\|38.27\|35.67\|107436;2026-07-10\|37.43\|-1.29\|37.48\|39.80\|37.40\|107854
116718		涨停揭秘：公司中标海南商发火箭海上回收指挥测控船项目，商业航天订单实质性落地，拓展航天测控新场景；涨停缘由：我国商业航天加速发展，海上回收为可重复使用火箭关键技术路径，公司凭借海洋信息化技术优势切入测控核心环节，打开第二增长曲线；资金逻辑：低估值（动态PE约41.75）、高弹性，机构调研活跃，资金押注商业航天从概念走向订单兑现；风险提示：测控船项目处于早期阶段，后续执行进度与回款周期存在不确定性，公司主业仍以海洋信息化为主，航天业务占比尚低	1、海底数据中心（UDC）龙头企业；公司是继微软之后的第二家具备海底数据中心的全套技术与实施能力的企业，首个项目将在海南省陵水落地； 2、公司作为联合体成员中标海南商发火箭海上回收指挥测控船项目，商业航天订单落地	2026-03-03\|26.47\|-7.61\|28.97\|29.86\|26.36\|1496160;2026-03-04\|27.89\|5.36\|26.01\|28.98\|25.88\|1361172;2026-03-05\|27.01\|-3.16\|28.29\|28.42\|26.50\|1258066;2026-03-06\|27.76\|2.78\|26.60\|28.61\|26.12\|1116976;2026-03-09\|28.64\|3.17\|27.08\|28.94\|26.48\|1199056;2026-03-10\|29.29\|2.27\|28.65\|29.60\|28.39\|1177863;2026-03-11\|28.41\|-3.00\|28.83\|29.14\|28.18\|919200;2026-03-12\|27.21\|-4.22\|28.19\|28.40\|27.06\|780970;2026-03-13\|26.26\|-3.49\|27.01\|27.66\|26.14\|710323;2026-03-16\|26.89\|2.40\|27.45\|28.00\|26.81\|802767;2026-03-17\|24.73\|-8.03\|26.46\|26.80\|24.66\|894910;2026-03-18\|25.31\|2.35\|24.90\|25.43\|24.46\|503751;2026-03-19\|24.63\|-2.69\|24.60\|25.28\|24.24\|473284;2026-03-20\|23.45\|-4.79\|24.80\|24.90\|23.43\|518579;2026-03-23\|21.85\|-6.82\|22.97\|23.10\|21.67\|565464;2026-03-24\|22.59\|3.39\|22.41\|22.60\|21.71\|490510;2026-03-25\|22.90\|1.37\|22.68\|23.20\|22.67\|448417;2026-03-26\|22.29\|-2.66\|23.08\|23.19\|22.02\|440807;2026-03-27\|22.57\|1.26\|22.01\|22.76\|21.92\|341193;2026-03-30\|23.01\|1.95\|22.07\|23.15\|22.05\|442890;2026-03-31\|23.64\|2.74\|23.06\|24.62\|22.90\|851070;2026-04-01\|23.44\|-0.85\|24.00\|24.18\|23.23\|500875;2026-04-02\|22.78\|-2.82\|23.50\|23.69\|22.67\|391148;2026-04-03\|22.16\|-2.72\|23.21\|23.39\|22.12\|375180;2026-04-07\|21.95\|-0.95\|22.27\|22.44\|21.89\|286682;2026-04-08\|24.17\|10.11\|22.60\|24.33\|22.53\|728814;2026-04-09\|24.15\|-0.08\|23.74\|24.89\|23.54\|734274;2026-04-10\|24.70\|2.28\|24.50\|25.60\|24.26\|851921;2026-04-13\|25.30\|2.43\|24.46\|25.69\|24.46\|796546;2026-04-14\|26.68\|5.45\|25.29\|26.68\|25.21\|1055372;2026-04-15\|26.50\|-0.67\|26.50\|27.15\|26.32\|925821;2026-04-16\|27.02\|1.96\|26.60\|27.47\|26.40\|840798;2026-04-17\|27.46\|1.63\|26.62\|27.50\|26.56\|745840;2026-04-20\|28.33\|3.17\|27.41\|28.76\|27.32\|968868;2026-04-21\|28.40\|0.25\|28.00\|28.65\|27.77\|785155;2026-04-22\|26.11\|-8.06\|26.50\|26.96\|25.46\|1356161;2026-04-23\|25.70\|-1.57\|25.98\|26.46\|25.46\|761935;2026-04-24\|25.29\|-1.60\|25.60\|25.82\|24.27\|746811;2026-04-27\|25.62\|1.30\|25.20\|25.85\|24.62\|640635;2026-04-28\|25.14\|-1.87\|25.62\|26.50\|24.82\|738022;2026-04-29\|25.23\|0.36\|24.74\|25.47\|24.63\|464778;2026-04-30\|25.88\|2.58\|25.16\|26.15\|24.92\|728726;2026-05-06\|25.88\|0.00\|25.60\|26.48\|25.60\|781660;2026-05-07\|26.32\|1.70\|25.88\|26.45\|25.14\|918498;2026-05-08\|26.82\|1.90\|26.00\|27.20\|25.83\|1021668;2026-05-11\|26.53\|-1.08\|27.00\|27.05\|26.26\|845499;2026-05-12\|25.15\|-5.20\|26.29\|26.50\|24.90\|779510;2026-05-13\|24.85\|-1.19\|25.05\|25.28\|24.64\|616995;2026-05-14\|23.33\|-6.12\|24.80\|24.93\|23.33\|655387;2026-05-15\|23.98\|2.79\|24.72\|25.50\|23.87\|726468;2026-05-18\|25.16\|4.92\|24.99\|25.98\|24.80\|980152;2026-05-19\|24.69\|-1.87\|24.60\|24.93\|23.51\|769409;2026-05-20\|24.80\|0.45\|24.20\|25.37\|24.12\|618073;2026-05-21\|23.45\|-5.44\|24.60\|24.98\|23.31\|586705;2026-05-22\|24.71\|5.37\|24.02\|24.78\|23.56\|623932;2026-05-25\|24.52\|-0.77\|24.71\|25.15\|24.06\|485305;2026-05-26\|23.37\|-4.69\|24.10\|24.21\|22.99\|482415;2026-05-27\|22.31\|-4.54\|23.32\|23.57\|22.29\|378706;2026-05-28\|22.61\|1.34\|22.35\|22.75\|22.08\|301705;2026-05-29\|20.77\|-8.14\|22.45\|22.47\|20.73\|456372;2026-06-01\|20.27\|-2.41\|20.57\|20.98\|20.25\|307448;2026-06-02\|19.92\|-1.73\|20.48\|20.50\|19.28\|343402;2026-06-03\|20.19\|1.36\|19.89\|20.68\|19.78\|372570;2026-06-04\|19.67\|-2.58\|19.88\|20.03\|19.53\|265144;2026-06-05\|19.90\|1.17\|19.91\|20.35\|19.41\|345732;2026-06-08\|18.97\|-4.67\|19.45\|20.36\|18.80\|368626;2026-06-09\|19.09\|0.63\|19.18\|19.28\|18.66\|269012;2026-06-10\|18.41\|-3.56\|18.93\|19.16\|18.23\|282150;2026-06-11\|18.12\|-1.58\|18.25\|18.39\|17.77\|253820;2026-06-12\|18.55\|2.37\|18.49\|19.20\|18.38\|322827;2026-06-15\|19.15\|3.23\|18.91\|19.16\|18.71\|264395;2026-06-16\|18.92\|-1.20\|19.31\|19.50\|18.85\|262058;2026-06-17\|19.06\|0.74\|19.25\|19.75\|18.85\|417926;2026-06-18\|18.80\|-1.36\|18.81\|19.15\|18.53\|325612;2026-06-22\|19.30\|2.66\|18.85\|19.30\|17.85\|453855;2026-06-23\|18.49\|-4.20\|18.99\|19.20\|18.38\|300770;2026-06-24\|20.71\|12.01\|18.41\|21.41\|18.03\|871779;2026-06-25\|21.24\|2.56\|20.99\|21.58\|20.46\|807102;2026-06-26\|21.48\|1.13\|21.15\|21.97\|20.85\|737867;2026-06-29\|21.68\|0.93\|21.00\|21.88\|20.59\|568649;2026-06-30\|22.31\|2.91\|21.68\|22.60\|21.40\|615478;2026-07-01\|22.54\|1.03\|21.99\|22.90\|21.91\|603301;2026-07-02\|21.50\|-4.61\|22.11\|22.75\|21.46\|531717;2026-07-03\|22.35\|3.95\|21.52\|22.62\|21.52\|514208;2026-07-06\|22.62\|1.21\|22.85\|23.50\|22.36\|599333;2026-07-07\|23.14\|2.30\|22.38\|23.50\|22.21\|521790;2026-07-08\|24.15\|4.36\|22.91\|24.50\|22.61\|721838;2026-07-09\|23.99\|-0.66\|24.48\|24.50\|23.10\|771918;2026-07-10\|28.79\|20.01\|23.57\|28.79\|23.32\|1235071
116717		算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	公司定位为新型数字基础设施与智能算力综合服务商，战略重心全面转向智能算力，致力于成为国内领先算力运营商	2026-03-03\|100.00\|-7.67\|109.81\|111.79\|99.60\|120856;2026-03-04\|99.60\|-0.40\|98.60\|103.50\|96.58\|97045;2026-03-05\|99.05\|-0.55\|103.31\|103.48\|95.90\|116015;2026-03-06\|95.24\|-3.85\|98.17\|99.70\|94.70\|89482;2026-03-09\|114.29\|20.00\|98.30\|114.29\|93.00\|239787;2026-03-10\|116.26\|1.72\|118.34\|119.77\|110.80\|234424;2026-03-11\|124.98\|7.50\|115.11\|125.45\|114.47\|242447;2026-03-12\|149.98\|20.00\|126.00\|149.98\|125.00\|258376;2026-03-13\|153.00\|2.01\|144.00\|158.00\|144.00\|224268;2026-03-16\|160.01\|4.58\|147.70\|162.18\|142.00\|199726;2026-03-17\|154.56\|-3.41\|161.43\|161.90\|153.68\|121391;2026-03-18\|157.33\|1.79\|155.00\|161.89\|149.10\|133647;2026-03-19\|178.53\|13.47\|157.46\|186.56\|157.46\|167656;2026-03-20\|157.11\|-12.00\|174.67\|178.00\|157.01\|214664;2026-03-23\|150.84\|-3.99\|155.00\|160.80\|149.45\|158947;2026-03-24\|154.00\|2.09\|152.00\|155.40\|145.00\|161667;2026-03-25\|163.65\|6.27\|154.99\|167.96\|154.26\|163980;2026-03-26\|165.59\|1.19\|160.00\|173.99\|158.68\|135746;2026-03-27\|160.47\|-3.09\|158.02\|165.49\|157.00\|119776;2026-03-30\|160.00\|-0.29\|156.80\|166.00\|155.55\|102693;2026-03-31\|153.29\|-4.19\|161.48\|162.16\|153.27\|84127;2026-04-01\|179.27\|16.95\|163.39\|183.90\|160.15\|148648;2026-04-02\|172.19\|-3.95\|176.65\|177.99\|166.66\|103620;2026-04-03\|166.50\|-3.30\|170.69\|174.80\|166.29\|117478;2026-04-07\|162.32\|-2.51\|165.62\|173.00\|160.58\|95593;2026-04-08\|191.25\|17.82\|170.00\|194.58\|168.00\|180991;2026-04-09\|203.30\|6.30\|188.04\|207.50\|184.02\|160229;2026-04-10\|198.00\|-2.61\|208.38\|211.60\|195.00\|126806;2026-04-13\|194.70\|-1.67\|202.01\|218.00\|193.19\|138405;2026-04-14\|222.68\|14.37\|214.97\|233.64\|209.89\|186889;2026-04-15\|241.18\|8.31\|222.00\|252.88\|222.00\|164370;2026-04-16\|289.42\|20.00\|248.01\|289.42\|248.01\|150511;2026-04-17\|282.68\|-2.33\|285.02\|287.98\|273.88\|135371;2026-04-20\|289.00\|2.24\|277.50\|289.02\|272.22\|154004;2026-04-21\|279.33\|-3.35\|283.80\|283.80\|260.00\|136377;2026-04-22\|324.28\|16.09\|281.00\|331.99\|273.06\|179577;2026-04-23\|333.33\|2.79\|318.00\|348.60\|318.00\|128653;2026-04-24\|332.45\|-0.26\|328.89\|339.77\|317.00\|126815;2026-04-27\|313.22\|-5.78\|330.00\|330.00\|312.00\|96161;2026-04-28\|335.99\|7.27\|320.00\|346.40\|304.50\|145756;2026-04-29\|327.45\|-2.54\|296.00\|333.99\|296.00\|131130;2026-04-30\|316.74\|-3.27\|322.99\|332.00\|315.00\|79531;2026-05-06\|339.13\|7.07\|329.00\|348.68\|315.00\|106211;2026-05-07\|356.99\|5.27\|342.01\|372.60\|342.01\|102246;2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966
116716		AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-03-03\|29.46\|-3.16\|30.20\|30.68\|29.05\|64950;2026-03-04\|32.41\|10.01\|28.83\|32.41\|28.78\|98741;2026-03-05\|33.61\|3.70\|34.01\|35.20\|33.18\|138317;2026-03-06\|33.84\|0.68\|33.59\|34.29\|32.10\|82942;2026-03-09\|33.34\|-1.48\|33.30\|33.72\|32.36\|75360;2026-03-10\|34.98\|4.92\|33.17\|36.67\|33.17\|198517;2026-03-11\|33.88\|-3.14\|34.63\|35.00\|33.33\|149338;2026-03-12\|32.70\|-3.48\|33.50\|34.32\|32.60\|80684;2026-03-13\|31.28\|-4.34\|32.40\|32.69\|30.86\|74115;2026-03-16\|31.90\|1.98\|31.28\|32.33\|30.33\|80542;2026-03-17\|30.33\|-4.92\|32.06\|32.40\|30.30\|47186;2026-03-18\|31.69\|4.48\|30.48\|32.09\|30.25\|47975;2026-03-19\|31.05\|-2.02\|30.75\|32.55\|30.70\|59329;2026-03-20\|29.95\|-3.54\|31.21\|31.57\|29.90\|43183;2026-03-23\|28.71\|-4.14\|29.29\|30.39\|28.43\|62887;2026-03-24\|29.78\|3.73\|29.23\|29.78\|28.24\|40385;2026-03-25\|29.78\|0.00\|30.35\|30.35\|29.51\|43269;2026-03-26\|28.67\|-3.73\|29.42\|29.73\|28.55\|31669;2026-03-27\|28.96\|1.01\|28.52\|29.29\|28.28\|37375;2026-03-30\|29.01\|0.17\|28.90\|29.40\|28.53\|26678;2026-03-31\|28.20\|-2.79\|28.95\|29.46\|28.00\|28798;2026-04-01\|29.53\|4.72\|28.69\|29.65\|28.28\|59697;2026-04-02\|28.57\|-3.25\|29.31\|29.79\|28.41\|48695;2026-04-03\|28.18\|-1.37\|28.62\|28.88\|28.01\|35645;2026-04-07\|28.50\|1.14\|28.20\|29.28\|28.16\|40263;2026-04-08\|31.35\|10.00\|29.10\|31.35\|28.91\|47604;2026-04-09\|31.64\|0.93\|31.26\|32.43\|30.74\|77824;2026-04-10\|34.23\|8.19\|31.95\|34.80\|31.87\|91935;2026-04-13\|32.60\|-4.76\|34.26\|34.90\|32.19\|121124;2026-04-14\|32.39\|-0.64\|32.91\|33.44\|31.81\|79682;2026-04-15\|33.14\|2.32\|32.40\|33.83\|32.36\|71095;2026-04-16\|33.72\|1.75\|33.24\|34.10\|32.68\|49669;2026-04-17\|36.22\|7.41\|33.70\|36.96\|33.49\|89520;2026-04-20\|36.55\|0.91\|36.38\|37.77\|36.20\|77356;2026-04-21\|37.37\|2.24\|36.68\|37.76\|35.70\|67955;2026-04-22\|37.35\|-0.05\|37.06\|37.51\|36.51\|46220;2026-04-23\|36.31\|-2.78\|37.37\|38.56\|35.40\|68974;2026-04-24\|37.80\|4.10\|36.50\|38.50\|35.98\|95528;2026-04-27\|40.36\|6.77\|38.00\|40.66\|37.80\|105849;2026-04-28\|40.09\|-0.67\|40.00\|40.72\|39.11\|71567;2026-04-29\|42.44\|5.86\|40.70\|42.70\|40.03\|79189;2026-04-30\|46.68\|9.99\|46.68\|46.68\|46.68\|24307;2026-05-06\|51.35\|10.00\|51.35\|51.35\|50.52\|94385;2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222
116715		涨停揭秘：全国算力网络+庆阳云中心放量；涨停缘由：以庆阳时空大数据云中心为核心载体，联合生态伙伴共建全国算力网络，总规模规划2000P，已进入实质建设与客户签约阶段，直接受益阿里百炼云等算力产品涨价，算力租赁商业模式清晰，政策支持力度强；资金逻辑：主力资金聚焦具备实体算力资产和明确交付节点的标的，众合科技作为区域算力基建核心平台，获产业资本与主题基金同步加仓；风险提示：算力网络建设周期较长，短期业绩转化依赖订单落地节奏，存在进度不及预期风险。	公司以庆阳时空大数据云中心为核心载体，联合生态伙伴共建时空大数据全国算力网络，算力总规模规划2000P，布局算力租赁	2026-03-03\|7.72\|-5.51\|8.16\|8.19\|7.68\|275203;2026-03-04\|7.76\|0.52\|7.61\|7.79\|7.61\|146662;2026-03-05\|7.92\|2.06\|7.87\|8.00\|7.87\|144644;2026-03-06\|8.02\|1.26\|7.90\|8.08\|7.85\|102438;2026-03-09\|8.04\|0.25\|7.91\|8.07\|7.81\|139722;2026-03-10\|8.23\|2.36\|8.07\|8.28\|8.07\|132962;2026-03-11\|8.12\|-1.34\|8.22\|8.25\|8.08\|103121;2026-03-12\|7.92\|-2.46\|8.10\|8.10\|7.91\|113732;2026-03-13\|7.83\|-1.14\|7.92\|7.96\|7.80\|102428;2026-03-16\|7.85\|0.26\|7.81\|7.87\|7.76\|91619;2026-03-17\|7.61\|-3.06\|7.88\|7.90\|7.59\|132508;2026-03-18\|7.75\|1.84\|7.61\|7.75\|7.57\|103952;2026-03-19\|7.55\|-2.58\|7.65\|7.70\|7.50\|122241;2026-03-20\|7.28\|-3.58\|7.56\|7.62\|7.27\|158110;2026-03-23\|6.88\|-5.49\|7.15\|7.18\|6.78\|190337;2026-03-24\|7.08\|2.91\|7.02\|7.08\|6.86\|149278;2026-03-25\|7.28\|2.82\|7.09\|7.34\|7.09\|146212;2026-03-26\|7.13\|-2.06\|7.28\|7.33\|7.09\|103433;2026-03-27\|7.17\|0.56\|7.06\|7.21\|7.03\|85723;2026-03-30\|7.22\|0.70\|7.07\|7.24\|7.00\|105005;2026-03-31\|7.30\|1.11\|7.25\|7.51\|7.23\|264525;2026-04-01\|7.19\|-1.51\|7.38\|7.43\|7.11\|248023;2026-04-02\|7.05\|-1.95\|7.13\|7.19\|6.99\|150588;2026-04-03\|6.87\|-2.55\|7.05\|7.08\|6.84\|105910;2026-04-07\|6.96\|1.31\|6.87\|7.00\|6.83\|75777;2026-04-08\|7.24\|4.02\|7.10\|7.24\|7.07\|131015;2026-04-09\|7.03\|-2.90\|7.18\|7.20\|7.02\|106647;2026-04-10\|7.18\|2.13\|7.10\|7.23\|7.10\|129201;2026-04-13\|7.16\|-0.28\|7.12\|7.21\|7.11\|81272;2026-04-14\|7.18\|0.28\|7.21\|7.25\|7.09\|93969;2026-04-15\|7.15\|-0.42\|7.24\|7.25\|7.13\|94714;2026-04-16\|7.35\|2.80\|7.18\|7.41\|7.13\|172672;2026-04-17\|7.36\|0.14\|7.34\|7.48\|7.24\|143856;2026-04-20\|7.50\|1.90\|7.43\|7.55\|7.38\|139187;2026-04-21\|7.42\|-1.07\|7.52\|7.61\|7.36\|112185;2026-04-22\|7.60\|2.43\|7.40\|7.69\|7.33\|202645;2026-04-23\|8.36\|10.00\|7.92\|8.36\|7.78\|987208;2026-04-24\|9.20\|10.05\|9.09\|9.20\|9.07\|416171;2026-04-27\|10.12\|10.00\|10.12\|10.12\|10.12\|136211;2026-04-28\|9.76\|-3.56\|10.28\|10.49\|9.37\|2236438;2026-04-29\|9.76\|0.00\|9.67\|10.74\|9.54\|2338913;2026-04-30\|9.19\|-5.84\|9.85\|10.08\|9.11\|1859528;2026-05-06\|10.00\|8.81\|9.48\|10.08\|9.23\|2151132;2026-05-07\|9.90\|-1.00\|9.98\|10.25\|9.79\|1696629;2026-05-08\|9.82\|-0.81\|9.79\|10.16\|9.66\|1155545;2026-05-11\|9.78\|-0.41\|10.60\|10.70\|9.61\|1407111;2026-05-12\|10.76\|10.02\|9.95\|10.76\|9.95\|1035006;2026-05-13\|11.84\|10.04\|11.05\|11.84\|10.90\|2199037;2026-05-14\|10.66\|-9.97\|11.38\|11.59\|10.66\|1518333;2026-05-15\|9.59\|-10.04\|9.70\|10.01\|9.59\|1284716;2026-05-18\|9.03\|-5.84\|9.28\|9.29\|8.78\|1203682;2026-05-19\|8.86\|-1.88\|8.99\|9.07\|8.54\|944418;2026-05-20\|8.60\|-2.93\|8.75\|8.92\|8.48\|663289;2026-05-21\|8.18\|-4.88\|8.60\|8.67\|8.17\|674663;2026-05-22\|8.34\|1.96\|8.29\|8.37\|8.10\|445099;2026-05-25\|8.42\|0.96\|8.34\|8.48\|8.19\|475986;2026-05-26\|8.06\|-4.28\|8.37\|8.38\|7.90\|456508;2026-05-27\|7.79\|-3.35\|8.03\|8.12\|7.75\|456175;2026-05-28\|8.04\|3.21\|7.77\|8.10\|7.75\|394660;2026-05-29\|7.81\|-2.86\|8.13\|8.29\|7.77\|435630;2026-06-01\|7.80\|-0.13\|7.72\|7.92\|7.61\|273490;2026-06-02\|7.80\|0.00\|7.80\|7.87\|7.50\|300574;2026-06-03\|7.95\|1.92\|7.80\|8.07\|7.76\|403109;2026-06-04\|8.47\|6.54\|7.88\|8.62\|7.81\|873803;2026-06-05\|8.64\|2.01\|8.30\|8.98\|8.28\|843110;2026-06-08\|8.18\|-5.32\|8.30\|8.65\|8.03\|587624;2026-06-09\|8.50\|3.91\|8.31\|8.63\|8.14\|568083;2026-06-10\|8.26\|-2.82\|8.43\|8.50\|8.18\|481285;2026-06-11\|8.24\|-0.24\|8.14\|8.45\|8.06\|369284;2026-06-12\|8.03\|-2.55\|8.36\|8.50\|8.00\|418382;2026-06-15\|8.32\|3.61\|8.12\|8.33\|8.06\|360574;2026-06-16\|8.52\|2.40\|8.32\|8.65\|8.18\|508954;2026-06-17\|8.28\|-2.82\|8.37\|8.45\|8.21\|375796;2026-06-18\|8.16\|-1.45\|8.30\|8.36\|8.13\|310441;2026-06-22\|8.53\|4.53\|8.21\|8.54\|8.15\|509656;2026-06-23\|8.26\|-3.17\|8.51\|8.65\|8.21\|435802;2026-06-24\|9.09\|10.05\|8.20\|9.09\|8.18\|955884;2026-06-25\|9.19\|1.10\|9.26\|9.36\|9.00\|1074412;2026-06-26\|9.52\|3.59\|9.20\|9.77\|9.20\|1087427;2026-06-29\|9.19\|-3.47\|9.35\|9.97\|9.10\|828831;2026-06-30\|9.34\|1.63\|9.38\|9.48\|9.02\|616048;2026-07-01\|10.27\|9.96\|9.23\|10.27\|9.17\|1121753;2026-07-02\|10.21\|-0.58\|10.27\|10.75\|9.83\|1074212;2026-07-03\|9.76\|-4.41\|10.10\|10.29\|9.43\|962947;2026-07-06\|9.11\|-6.66\|9.79\|9.86\|9.03\|649025;2026-07-07\|8.80\|-3.40\|9.12\|9.29\|8.65\|475386;2026-07-08\|8.25\|-6.25\|8.77\|8.85\|8.19\|506834;2026-07-09\|8.19\|-0.73\|8.30\|8.40\|7.86\|417542;2026-07-10\|8.43\|2.93\|8.14\|8.94\|8.13\|516447
116714		算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-03-03\|8.12\|-3.56\|8.46\|8.55\|8.08\|520001;2026-03-04\|8.07\|-0.62\|8.03\|8.18\|7.96\|319890;2026-03-05\|8.16\|1.12\|8.20\|8.29\|8.07\|287536;2026-03-06\|8.24\|0.98\|8.11\|8.33\|8.06\|207279;2026-03-09\|8.55\|3.76\|8.20\|8.68\|8.11\|568861;2026-03-10\|8.80\|2.92\|8.59\|8.85\|8.51\|498526;2026-03-11\|9.49\|7.84\|8.82\|9.68\|8.82\|1181899;2026-03-12\|9.30\|-2.00\|9.67\|9.70\|9.28\|762143;2026-03-13\|9.00\|-3.23\|9.32\|9.34\|8.97\|517046;2026-03-16\|8.85\|-1.67\|9.02\|9.10\|8.73\|462132;2026-03-17\|8.79\|-0.68\|8.88\|9.08\|8.78\|329898;2026-03-18\|8.76\|-0.34\|8.80\|8.84\|8.60\|319712;2026-03-19\|8.69\|-0.80\|8.68\|8.79\|8.52\|380413;2026-03-20\|8.44\|-2.88\|8.76\|8.87\|8.40\|401226;2026-03-23\|8.28\|-1.90\|8.25\|8.55\|8.16\|452797;2026-03-24\|8.63\|4.23\|8.39\|8.64\|8.25\|350298;2026-03-25\|9.00\|4.29\|8.71\|9.44\|8.71\|770411;2026-03-26\|8.95\|-0.56\|8.98\|9.17\|8.88\|429351;2026-03-27\|9.01\|0.67\|8.90\|9.12\|8.81\|446620;2026-03-30\|8.74\|-3.00\|8.91\|9.05\|8.70\|418461;2026-03-31\|8.51\|-2.63\|8.74\|9.20\|8.50\|615891;2026-04-01\|9.12\|7.17\|8.98\|9.36\|8.76\|2004974;2026-04-02\|9.31\|2.08\|9.03\|9.70\|9.01\|1405157;2026-04-03\|9.01\|-3.22\|9.26\|9.44\|8.85\|805053;2026-04-07\|9.19\|2.00\|9.11\|9.35\|8.88\|860695;2026-04-08\|9.37\|1.96\|9.45\|9.49\|9.06\|1040862;2026-04-09\|9.50\|1.39\|9.37\|9.74\|9.22\|737384;2026-04-10\|10.24\|7.79\|9.70\|10.45\|9.52\|2212262;2026-04-13\|10.63\|3.81\|10.45\|10.88\|10.23\|1790812;2026-04-14\|11.69\|9.97\|11.54\|11.69\|11.20\|2665083;2026-04-15\|11.88\|1.63\|12.18\|12.28\|11.44\|2862101;2026-04-16\|13.07\|10.02\|12.34\|13.07\|12.15\|1543648;2026-04-17\|14.00\|7.12\|14.01\|14.30\|13.31\|3539556;2026-04-20\|14.10\|0.71\|14.19\|14.58\|13.47\|2720602;2026-04-21\|13.45\|-4.61\|13.61\|13.71\|12.95\|2097957;2026-04-22\|13.65\|1.49\|13.21\|13.87\|12.30\|3130161;2026-04-23\|13.73\|0.59\|13.60\|14.10\|12.88\|2235601;2026-04-24\|12.95\|-5.68\|13.26\|13.40\|12.36\|2559783;2026-04-27\|12.89\|-0.46\|12.48\|13.05\|12.48\|1508955;2026-04-28\|14.18\|10.01\|13.00\|14.18\|12.90\|1978531;2026-04-29\|14.11\|-0.49\|13.70\|14.81\|13.40\|2961044;2026-04-30\|13.57\|-3.83\|14.23\|14.34\|13.35\|2062042;2026-05-06\|14.93\|10.02\|14.30\|14.93\|13.85\|2910878;2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926
116713		算力合作+存储芯片+人形机器人行业原因：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27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-03-03\|25.70\|-3.17\|26.49\|26.90\|25.68\|34626;2026-03-04\|25.39\|-1.21\|25.45\|25.78\|25.22\|24636;2026-03-05\|25.92\|2.09\|26.29\|26.60\|25.82\|25661;2026-03-06\|26.25\|1.27\|25.88\|26.27\|25.81\|18034;2026-03-09\|26.30\|0.19\|25.88\|26.42\|25.51\|25679;2026-03-10\|26.93\|2.40\|26.55\|27.15\|26.55\|27954;2026-03-11\|26.85\|-0.30\|27.38\|27.38\|26.82\|22596;2026-03-12\|26.90\|0.19\|26.80\|27.31\|26.61\|22003;2026-03-13\|26.32\|-2.16\|26.67\|26.90\|26.28\|21891;2026-03-16\|28.95\|9.99\|26.45\|28.95\|26.30\|70779;2026-03-17\|28.50\|-1.55\|28.95\|29.14\|28.36\|102123;2026-03-18\|28.67\|0.60\|28.35\|28.88\|28.35\|47475;2026-03-19\|28.65\|-0.07\|28.39\|28.90\|28.20\|52318;2026-03-20\|29.10\|1.57\|28.81\|30.35\|28.64\|114484;2026-03-23\|28.18\|-3.16\|28.82\|29.38\|28.01\|77269;2026-03-24\|28.80\|2.20\|28.91\|29.50\|28.10\|53153;2026-03-25\|29.37\|1.98\|28.80\|29.98\|28.67\|70544;2026-03-26\|29.08\|-0.99\|29.21\|29.79\|28.87\|52297;2026-03-27\|28.76\|-1.10\|28.45\|29.46\|28.16\|54206;2026-03-30\|29.04\|0.97\|28.35\|29.19\|28.21\|43356;2026-03-31\|29.27\|0.79\|28.84\|29.84\|28.52\|74800;2026-04-01\|30.66\|4.75\|29.60\|31.94\|29.14\|157919;2026-04-02\|31.14\|1.57\|30.01\|31.73\|30.01\|176448;2026-04-03\|30.43\|-2.28\|31.00\|31.10\|29.65\|98851;2026-04-07\|31.30\|2.86\|30.44\|32.50\|30.44\|130432;2026-04-08\|32.63\|4.25\|31.38\|32.99\|31.15\|155311;2026-04-09\|33.28\|1.99\|32.17\|34.20\|31.95\|137339;2026-04-10\|34.00\|2.16\|33.30\|34.61\|33.15\|131576;2026-04-13\|34.80\|2.35\|33.20\|35.17\|33.20\|117445;2026-04-14\|38.28\|10.00\|35.01\|38.28\|34.93\|272937;2026-04-15\|42.11\|10.01\|37.96\|42.11\|37.38\|297255;2026-04-16\|46.32\|10.00\|42.42\|46.32\|42.07\|239453;2026-04-17\|50.95\|10.00\|48.07\|50.95\|48.07\|180148;2026-04-20\|49.00\|-3.83\|54.01\|54.05\|48.39\|422964;2026-04-21\|45.15\|-7.86\|48.88\|49.00\|44.14\|250139;2026-04-22\|48.53\|7.49\|44.41\|49.46\|44.10\|274720;2026-04-23\|49.19\|1.36\|47.91\|49.86\|47.00\|228431;2026-04-24\|54.11\|10.00\|49.16\|54.11\|48.70\|216224;2026-04-27\|48.70\|-10.00\|51.01\|52.00\|48.70\|194469;2026-04-28\|49.10\|0.82\|49.71\|50.17\|46.68\|179858;2026-04-29\|48.94\|-0.33\|49.00\|51.80\|45.13\|186315;2026-04-30\|53.83\|9.99\|49.01\|53.83\|48.50\|117841;2026-05-06\|58.41\|8.51\|58.03\|58.96\|54.12\|255423;2026-05-07\|64.25\|10.00\|58.39\|64.25\|57.00\|110214;2026-05-08\|62.75\|-2.33\|65.00\|67.49\|61.82\|228362;2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290
116712		算力+人形机器人+定增募资+一季报增长行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月24日年报及投资者关系活动记录表，公司作为NVIDIA全球NPN合作伙伴，与其全球同步首发智擎EII系列具身智能控制器，已与国内多家一二线人形厂商完成送样验证，部分工业机器人客户已实现小批量订单交付。 2、据2026年6月18日公告，公司拟向特定对象发行股票募资不超过28.7亿元的议案获股东大会通过，其中22亿元拟用于天津智算中心建设及运营项目。 3、据2026年4月24日年报，子公司腾云智算2025年实现营收4.62亿元，同比增长53.4%；其已发布HAT算力服务云平台，支持跨芯片架构和潮汐定价等灵活计费模式。 4、据2026年4月24日公告，公司2026年一季度营收13.03亿元，同比增长52.96%；归母净利润1.09亿元，同比增长159.13%，增长主要系主营及智算业务订单增加。	子公司腾云智算算力设备销售保持强劲增长，维保业务实现翻倍增长，已发布GPU算力租赁平台HAT，支持整机与切卡租赁，首批种子用户落地；一季度净利润同比增长159.13%	2026-03-03\|64.93\|2.48\|63.50\|68.43\|62.58\|226366;2026-03-04\|65.27\|0.52\|63.63\|65.66\|61.57\|168861;2026-03-05\|65.61\|0.52\|67.11\|67.28\|64.60\|166858;2026-03-06\|66.33\|1.10\|65.58\|67.67\|62.43\|133994;2026-03-09\|72.96\|10.00\|64.50\|72.96\|64.01\|213048;2026-03-10\|77.90\|6.77\|77.00\|80.00\|74.00\|258843;2026-03-11\|75.54\|-3.03\|77.82\|78.84\|74.82\|187879;2026-03-12\|72.60\|-3.89\|75.49\|76.35\|71.85\|121359;2026-03-13\|73.24\|0.88\|71.15\|76.65\|70.78\|146515;2026-03-16\|71.56\|-2.29\|71.94\|73.24\|67.39\|119498;2026-03-17\|68.52\|-4.25\|71.09\|71.80\|64.90\|154633;2026-03-18\|70.50\|2.89\|70.01\|71.48\|68.00\|97727;2026-03-19\|71.23\|1.04\|69.10\|73.63\|67.90\|118936;2026-03-20\|66.02\|-7.31\|70.60\|72.50\|65.99\|111337;2026-03-23\|61.88\|-6.27\|64.85\|65.88\|61.17\|89799;2026-03-24\|62.56\|1.10\|63.01\|63.27\|59.85\|63856;2026-03-25\|64.06\|2.40\|63.32\|65.56\|63.29\|57264;2026-03-26\|61.31\|-4.29\|64.64\|64.64\|61.11\|50923;2026-03-27\|61.20\|-0.18\|60.29\|61.98\|59.72\|58008;2026-03-30\|62.14\|1.54\|59.38\|63.87\|58.91\|77513;2026-03-31\|59.70\|-3.93\|62.72\|64.20\|59.50\|79765;2026-04-01\|61.86\|3.62\|61.61\|62.87\|60.30\|68848;2026-04-02\|58.98\|-4.66\|61.77\|61.77\|58.47\|53187;2026-04-03\|58.52\|-0.78\|59.59\|60.45\|57.68\|36518;2026-04-07\|58.24\|-0.48\|59.00\|59.44\|57.00\|38311;2026-04-08\|61.99\|6.44\|59.95\|62.38\|59.59\|63961;2026-04-09\|63.87\|3.03\|61.20\|64.28\|60.94\|64485;2026-04-10\|64.09\|0.34\|64.48\|65.38\|63.01\|62026;2026-04-13\|64.30\|0.33\|63.40\|65.79\|62.98\|52926;2026-04-14\|67.18\|4.48\|65.80\|67.77\|65.44\|73249;2026-04-15\|67.42\|0.36\|67.01\|69.73\|65.63\|121329;2026-04-16\|72.65\|7.76\|67.59\|72.98\|67.49\|138076;2026-04-17\|71.57\|-1.49\|71.82\|72.65\|69.34\|113670;2026-04-20\|71.22\|-0.49\|70.71\|71.59\|69.14\|75560;2026-04-21\|72.09\|1.22\|70.29\|72.83\|69.22\|84847;2026-04-22\|74.03\|2.69\|72.10\|74.37\|72.10\|75810;2026-04-23\|73.40\|-0.85\|74.53\|74.53\|71.60\|85576;2026-04-24\|80.74\|10.00\|75.00\|80.74\|73.01\|199892;2026-04-27\|82.65\|2.37\|80.00\|84.79\|78.00\|213160;2026-04-28\|88.00\|6.47\|83.73\|90.92\|83.01\|237700;2026-04-29\|89.82\|2.07\|86.61\|93.00\|86.10\|193721;2026-04-30\|89.85\|0.03\|89.00\|91.18\|87.11\|142723;2026-05-06\|94.20\|4.84\|91.22\|95.81\|90.80\|144748;2026-05-07\|100.80\|7.01\|92.88\|101.81\|92.88\|141348;2026-05-08\|100.46\|-0.34\|98.99\|102.00\|96.77\|122015;2026-05-11\|102.72\|2.25\|99.95\|103.96\|97.38\|129481;2026-05-12\|103.48\|0.74\|102.80\|105.37\|101.00\|113042;2026-05-13\|104.74\|1.22\|101.99\|105.56\|101.00\|92591;2026-05-14\|103.70\|-0.99\|105.82\|106.66\|102.60\|95714;2026-05-15\|101.84\|-1.79\|103.70\|107.50\|100.29\|125769;2026-05-18\|106.73\|4.80\|102.02\|108.82\|102.02\|126300;2026-05-19\|109.00\|2.13\|105.80\|109.65\|104.60\|110722;2026-05-20\|115.53\|5.99\|110.09\|119.90\|109.33\|188700;2026-05-21\|108.25\|-6.30\|115.26\|115.53\|107.00\|152793;2026-05-22\|113.83\|5.15\|110.16\|114.68\|109.50\|122829;2026-05-25\|108.35\|-4.81\|113.83\|115.98\|105.18\|158986;2026-05-26\|105.97\|-2.20\|107.93\|109.14\|104.23\|127092;2026-05-27\|102.62\|-3.16\|105.32\|106.36\|102.00\|86857;2026-05-28\|106.63\|3.91\|102.62\|107.50\|100.44\|105373;2026-05-29\|104.00\|-2.47\|108.01\|110.99\|102.10\|94784;2026-06-01\|106.17\|2.09\|105.00\|112.39\|104.63\|142713;2026-06-02\|101.10\|-4.78\|102.96\|105.46\|98.49\|159620;2026-06-03\|101.76\|0.65\|99.81\|105.72\|99.00\|100307;2026-06-04\|100.52\|-1.22\|101.01\|102.45\|99.20\|63612;2026-06-05\|101.89\|1.36\|101.16\|104.42\|99.74\|85188;2026-06-08\|101.85\|-0.04\|97.00\|105.16\|97.00\|99775;2026-06-09\|100.48\|-1.35\|101.90\|102.68\|98.60\|75428;2026-06-10\|100.03\|-0.45\|99.50\|102.75\|98.30\|59471;2026-06-11\|96.70\|-3.33\|99.77\|100.00\|95.75\|60556;2026-06-12\|97.40\|0.72\|97.85\|99.70\|96.50\|50381;2026-06-15\|101.21\|3.91\|96.50\|101.85\|96.00\|59790;2026-06-16\|104.90\|3.65\|100.92\|105.14\|99.97\|72744;2026-06-17\|115.39\|10.00\|105.10\|115.39\|104.94\|136965;2026-06-18\|126.93\|10.00\|118.41\|126.93\|118.41\|77465;2026-06-22\|131.19\|3.36\|128.81\|132.00\|125.00\|185166;2026-06-23\|124.50\|-5.10\|128.87\|129.36\|122.00\|101908;2026-06-24\|136.95\|10.00\|124.13\|136.95\|121.72\|141653;2026-06-25\|136.81\|-0.10\|139.02\|142.60\|134.91\|116371;2026-06-26\|128.20\|-6.29\|135.18\|135.58\|127.90\|90699;2026-06-29\|103.20\|4.68\|100.50\|106.88\|98.60\|129764;2026-06-30\|102.28\|-0.89\|105.67\|105.88\|100.62\|135111;2026-07-01\|102.68\|0.39\|103.17\|103.80\|99.42\|118956;2026-07-02\|94.54\|-7.93\|97.00\|100.96\|94.08\|140936;2026-07-03\|97.50\|3.13\|93.90\|100.70\|93.45\|104354;2026-07-06\|96.55\|-0.97\|99.95\|101.50\|91.50\|86925;2026-07-07\|101.31\|4.93\|97.52\|102.02\|95.25\|125924;2026-07-08\|96.45\|-4.80\|104.00\|104.70\|96.00\|250911;2026-07-09\|98.80\|2.44\|97.67\|98.98\|92.10\|203688;2026-07-10\|97.03\|-1.79\|98.00\|105.39\|96.90\|165333
116711	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	薄膜电容器+AI数据中心电源+固态变压器行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司正全面跟进固态变压器等与AI数据中心电源相关应用场景的产品开发与市场导入，并预计将进一步扩大AI算力应用领域配套产品的产能。 2、据2026年5月22日互动易，公司薄膜电容器已用于AI服务器电源及数据中心电源等应用领域。 3、据2026年6月4日互动易，公司目前生产处于满产状态，三季度订单充足。	公司薄膜电容器广泛应用于新能源（光伏、储能、风电、新能源汽车）、数据中心、智能电网、轨道交通、工业控制、消费类等应用领域	2026-03-03\|114.95\|-3.70\|120.80\|120.90\|114.88\|62348;2026-03-04\|114.06\|-0.77\|114.50\|117.34\|113.30\|45710;2026-03-05\|114.71\|0.57\|115.67\|118.28\|114.00\|47896;2026-03-06\|117.85\|2.74\|114.71\|121.49\|114.33\|67881;2026-03-09\|115.37\|-2.10\|116.88\|116.88\|111.61\|67382;2026-03-10\|117.10\|1.50\|116.88\|117.86\|116.10\|39279;2026-03-11\|118.91\|1.55\|117.61\|120.50\|117.01\|50233;2026-03-12\|121.05\|1.80\|119.00\|122.47\|117.59\|61113;2026-03-13\|117.85\|-2.64\|120.01\|121.77\|117.40\|48045;2026-03-16\|118.41\|0.48\|117.90\|119.44\|115.26\|37364;2026-03-17\|115.00\|-2.88\|118.77\|119.25\|114.30\|45602;2026-03-18\|124.47\|8.23\|115.00\|126.50\|115.00\|160105;2026-03-19\|122.96\|-1.21\|123.08\|125.71\|122.37\|97803;2026-03-20\|124.60\|1.33\|123.88\|129.90\|123.88\|117080;2026-03-23\|120.03\|-3.67\|122.02\|126.30\|119.27\|99151;2026-03-24\|127.18\|5.96\|122.10\|127.98\|120.18\|112828;2026-03-25\|136.77\|7.54\|132.00\|139.33\|130.90\|157737;2026-03-26\|134.88\|-1.38\|136.69\|137.78\|133.70\|89262;2026-03-27\|142.68\|5.78\|133.50\|143.03\|133.01\|132713;2026-03-30\|132.50\|-7.13\|135.53\|138.78\|130.00\|151431;2026-03-31\|124.91\|-5.73\|131.78\|132.40\|124.65\|118961;2026-04-01\|129.55\|3.71\|127.76\|132.88\|125.53\|106603;2026-04-02\|123.66\|-4.55\|130.57\|130.58\|122.60\|84229;2026-04-03\|119.18\|-3.62\|123.66\|124.27\|119.17\|70657;2026-04-07\|116.65\|-2.12\|119.59\|120.08\|115.68\|72447;2026-04-08\|121.08\|3.80\|119.39\|121.30\|118.95\|81904;2026-04-09\|120.26\|-0.68\|119.01\|120.68\|117.67\|81276;2026-04-10\|120.00\|-0.22\|120.98\|122.49\|119.42\|72878;2026-04-13\|119.39\|-0.51\|118.49\|121.50\|118.20\|54984;2026-04-14\|126.27\|5.76\|120.01\|126.31\|118.99\|108643;2026-04-15\|123.22\|-2.42\|126.67\|127.27\|122.31\|90120;2026-04-16\|123.70\|0.39\|122.57\|124.82\|122.57\|60028;2026-04-17\|127.34\|2.94\|123.02\|127.89\|123.02\|83901;2026-04-20\|126.00\|-1.05\|127.34\|127.34\|124.89\|61804;2026-04-21\|123.42\|-2.05\|126.17\|126.18\|123.20\|64278;2026-04-22\|124.50\|0.88\|123.26\|124.68\|121.99\|62318;2026-04-23\|119.16\|-4.29\|124.07\|124.16\|118.48\|93578;2026-04-24\|119.84\|0.57\|118.15\|122.74\|118.10\|57887;2026-04-27\|118.40\|-1.20\|119.80\|119.87\|117.11\|45534;2026-04-28\|114.49\|-3.30\|117.20\|118.38\|112.97\|80646;2026-04-29\|115.20\|0.62\|113.00\|116.66\|112.78\|49555;2026-04-30\|118.02\|2.45\|117.16\|120.45\|117.10\|68860;2026-05-06\|122.65\|3.92\|118.99\|123.85\|118.88\|95192;2026-05-07\|124.13\|1.21\|122.66\|125.60\|122.21\|62668;2026-05-08\|123.00\|-0.91\|123.80\|124.80\|121.88\|53234;2026-05-11\|128.70\|4.63\|123.81\|131.00\|123.65\|117805;2026-05-12\|126.03\|-2.07\|129.00\|130.93\|124.50\|64933;2026-05-13\|132.70\|5.29\|125.33\|134.60\|124.08\|107897;2026-05-14\|130.87\|-1.38\|134.95\|135.28\|128.91\|80338;2026-05-15\|133.97\|2.37\|130.90\|138.67\|127.25\|99382;2026-05-18\|134.18\|0.16\|132.80\|135.88\|131.45\|65243;2026-05-19\|147.60\|10.00\|132.58\|147.60\|131.00\|135452;2026-05-20\|162.36\|10.00\|150.55\|162.36\|150.55\|77411;2026-05-21\|158.36\|-2.46\|168.00\|171.67\|156.19\|228825;2026-05-22\|174.20\|10.00\|160.00\|174.20\|160.00\|170911;2026-05-25\|172.43\|-1.02\|176.00\|176.58\|167.35\|155454;2026-05-26\|162.51\|-5.75\|167.58\|168.98\|159.69\|124274;2026-05-27\|170.37\|4.84\|162.51\|176.32\|162.51\|139584;2026-05-28\|176.77\|3.76\|173.00\|179.99\|172.00\|129094;2026-05-29\|165.88\|-6.16\|181.11\|182.88\|163.54\|114563;2026-06-01\|154.40\|-6.92\|164.31\|165.88\|153.99\|124015;2026-06-02\|165.88\|7.44\|155.20\|169.50\|152.00\|116223;2026-06-03\|161.00\|-2.94\|165.88\|166.88\|158.32\|111562;2026-06-04\|171.74\|6.67\|157.99\|175.25\|157.99\|134498;2026-06-05\|169.36\|-1.39\|168.88\|174.68\|162.22\|144056;2026-06-08\|156.32\|-7.70\|159.00\|165.80\|154.20\|117447;2026-06-09\|166.57\|6.56\|160.00\|167.48\|151.60\|129827;2026-06-10\|155.00\|-6.95\|164.30\|164.73\|152.20\|114040;2026-06-11\|150.25\|-3.06\|152.30\|155.96\|147.59\|99985;2026-06-12\|143.00\|-3.35\|152.09\|153.20\|141.50\|112913;2026-06-15\|157.30\|10.00\|145.00\|157.30\|144.60\|90644;2026-06-16\|168.29\|6.99\|161.00\|173.00\|159.51\|128365;2026-06-17\|170.05\|1.05\|168.29\|172.23\|165.55\|94798;2026-06-18\|168.19\|-1.09\|169.98\|175.39\|167.77\|101054;2026-06-22\|172.94\|2.82\|170.50\|177.25\|167.50\|125242;2026-06-23\|162.51\|-6.03\|172.00\|172.00\|160.60\|100728;2026-06-24\|178.76\|10.00\|162.45\|178.76\|161.95\|165524;2026-06-25\|190.04\|6.31\|183.00\|191.55\|178.97\|209156;2026-06-26\|188.76\|-0.67\|188.00\|195.50\|177.70\|170848;2026-06-29\|189.40\|0.34\|191.00\|198.80\|185.60\|169242;2026-06-30\|190.80\|0.74\|186.00\|195.68\|184.10\|131285;2026-07-01\|182.55\|-4.32\|192.20\|195.20\|177.99\|141116;2026-07-02\|164.30\|-10.00\|172.55\|173.30\|164.30\|112859;2026-07-03\|157.06\|-4.41\|160.27\|163.68\|153.52\|105367;2026-07-06\|153.64\|-2.18\|160.00\|161.82\|149.40\|92108;2026-07-07\|150.47\|-2.06\|153.50\|157.50\|148.71\|67639;2026-07-08\|140.84\|-6.40\|151.00\|151.37\|140.36\|91508;2026-07-09\|150.88\|7.13\|143.65\|151.60\|140.33\|95323;2026-07-10\|143.65\|-4.79\|151.47\|154.26\|143.65\|88361
116710	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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
116709	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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
116708	英伟达Rubin成全球首个100%液冷AI计算平台	定增审核通过+人形机器人+液冷+数控机床 1、据2026年4月30日公司公告，创世纪向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过。 2、据2025年11月6日互动易，公司钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感器、关节部件等核心零部件的精密加工；据2026年4月2日投资者关系活动记录表，公司已与部分机器人领域客户及其零部件加工厂商有合作关系。 3、据2026年4月2日投资者关系活动记录表，在 AI 液冷领域，针对 AI 服务器散热场景常见的散热器、冷板、热管、鳍片、冷头、大型分水器等不同工件加工需求，公司在已有机型上进行定制化升级，推出钻铣加工中心、立式加工中心、型材加工中心等组合产品解决方案。 4、公司是国内数控机床领先企业，主营高端数控机床。据2026年4月2日投资者关系活动记录表，2025年公司3C钻铣加工中心收入21.85亿元，市占率行业第一，海外业务收入3.91亿元，同比增长88.26%。	1、公司针对AI液冷服务器散热场景推出型材加工中心等组合方案，2025年已获多家液冷硬件厂商及代工厂订单，产品均价显著高于传统机型，26、27年出货量预期持续快速增长； 2、公司已与机器人领域部分客户及其零部件加工厂商有合作关系，公司多种产品（包括钻攻机、立式加工中心、卧式加工中心、五轴联动加工中心等）可用于人形机器人部分零部件的精密加工	2026-03-03\|8.25\|-5.71\|8.75\|8.81\|8.23\|613237;2026-03-04\|8.12\|-1.58\|8.16\|8.33\|8.09\|396305;2026-03-05\|8.33\|2.59\|8.27\|8.43\|8.25\|350521;2026-03-06\|8.31\|-0.24\|8.28\|8.35\|8.25\|250056;2026-03-09\|8.18\|-1.56\|8.22\|8.24\|7.98\|386761;2026-03-10\|8.36\|2.20\|8.28\|8.40\|8.28\|287169;2026-03-11\|8.78\|5.02\|8.66\|9.04\|8.64\|949291;2026-03-12\|8.48\|-3.42\|8.60\|8.66\|8.43\|542693;2026-03-13\|8.53\|0.59\|8.43\|8.68\|8.37\|433111;2026-03-16\|8.36\|-1.99\|8.45\|8.45\|8.26\|311752;2026-03-17\|8.28\|-0.96\|8.38\|8.46\|8.26\|254434;2026-03-18\|8.32\|0.48\|8.28\|8.34\|8.24\|209035;2026-03-19\|8.03\|-3.49\|8.16\|8.18\|7.94\|371724;2026-03-20\|7.64\|-4.86\|8.00\|8.08\|7.64\|429053;2026-03-23\|7.34\|-3.93\|7.48\|7.61\|7.27\|383411;2026-03-24\|7.45\|1.50\|7.48\|7.52\|7.27\|255698;2026-03-25\|7.55\|1.34\|7.45\|7.56\|7.42\|236759;2026-03-26\|7.39\|-2.12\|7.55\|7.61\|7.36\|226464;2026-03-27\|7.75\|4.87\|7.30\|7.82\|7.28\|419966;2026-03-30\|7.61\|-1.81\|7.61\|7.65\|7.49\|249514;2026-03-31\|7.62\|0.13\|7.59\|7.70\|7.58\|227512;2026-04-01\|7.61\|-0.13\|7.77\|7.77\|7.56\|266635;2026-04-02\|7.38\|-3.02\|7.54\|7.54\|7.33\|244443;2026-04-03\|7.19\|-2.57\|7.38\|7.43\|7.18\|214073;2026-04-07\|7.27\|1.11\|7.21\|7.33\|7.21\|133992;2026-04-08\|7.66\|5.36\|7.45\|7.67\|7.44\|325078;2026-04-09\|7.52\|-1.83\|7.54\|7.59\|7.51\|180366;2026-04-10\|7.56\|0.53\|7.56\|7.69\|7.55\|194129;2026-04-13\|7.54\|-0.26\|7.55\|7.59\|7.49\|149916;2026-04-14\|7.62\|1.06\|7.60\|7.64\|7.52\|172863;2026-04-15\|7.53\|-1.18\|7.64\|7.68\|7.52\|204952;2026-04-16\|7.64\|1.46\|7.53\|7.64\|7.53\|199447;2026-04-17\|8.73\|14.27\|7.59\|9.17\|7.57\|2138213;2026-04-20\|8.53\|-2.29\|8.70\|8.70\|8.46\|1194622;2026-04-21\|8.38\|-1.76\|8.52\|8.62\|8.31\|611683;2026-04-22\|8.39\|0.12\|8.33\|8.46\|8.31\|470814;2026-04-23\|8.40\|0.12\|8.36\|8.58\|8.34\|626848;2026-04-24\|8.03\|-4.40\|8.12\|8.30\|8.00\|548748;2026-04-27\|8.48\|5.60\|8.05\|8.69\|8.01\|855082;2026-04-28\|8.24\|-2.83\|8.43\|8.43\|8.18\|404057;2026-04-29\|8.49\|3.03\|8.16\|8.57\|8.16\|461751;2026-04-30\|10.19\|20.02\|9.17\|10.19\|9.17\|4003210;2026-05-06\|9.77\|-4.12\|9.98\|10.07\|9.60\|2746252;2026-05-07\|10.27\|5.12\|9.77\|10.42\|9.61\|2520018;2026-05-08\|10.41\|1.36\|10.10\|10.69\|9.95\|2163014;2026-05-11\|10.46\|0.48\|10.40\|10.71\|10.23\|1906681;2026-05-12\|10.18\|-2.68\|10.37\|10.93\|10.15\|1676526;2026-05-13\|10.13\|-0.49\|10.11\|10.36\|10.01\|1074671;2026-05-14\|10.53\|3.95\|10.11\|10.86\|9.95\|1876629;2026-05-15\|11.93\|13.30\|10.37\|12.47\|10.30\|3315504;2026-05-18\|11.82\|-0.92\|11.52\|12.00\|11.30\|1933387;2026-05-19\|11.55\|-2.28\|11.71\|11.81\|11.37\|1200676;2026-05-20\|11.23\|-2.77\|11.55\|11.56\|11.13\|959729;2026-05-21\|10.86\|-3.29\|11.24\|11.66\|10.82\|1538368;2026-05-22\|10.94\|0.74\|10.87\|11.00\|10.44\|1101658;2026-05-25\|10.67\|-2.47\|10.93\|10.93\|10.51\|1004639;2026-05-26\|10.88\|1.97\|10.78\|11.10\|10.59\|1498720;2026-05-27\|10.57\|-2.85\|10.65\|11.14\|10.46\|1314281;2026-05-28\|10.57\|0.00\|10.40\|10.77\|10.30\|823312;2026-05-29\|10.01\|-5.30\|10.57\|10.86\|9.91\|1145304;2026-06-01\|9.98\|-0.30\|10.06\|10.24\|9.92\|651899;2026-06-02\|9.93\|-0.50\|10.18\|10.26\|9.61\|770775;2026-06-03\|9.87\|-0.60\|9.80\|10.24\|9.74\|749853;2026-06-04\|9.71\|-1.62\|9.78\|9.79\|9.57\|673358;2026-06-05\|10.35\|6.59\|9.61\|10.63\|9.25\|1238788;2026-06-08\|10.25\|-0.97\|10.01\|10.66\|9.97\|1052369;2026-06-09\|11.01\|7.41\|10.30\|11.09\|10.16\|1489246;2026-06-10\|10.61\|-3.63\|10.80\|11.06\|10.50\|930487;2026-06-11\|10.43\|-1.70\|10.50\|10.63\|10.14\|787987;2026-06-12\|10.30\|-1.25\|10.60\|10.80\|10.19\|772356;2026-06-15\|10.79\|4.76\|10.36\|10.98\|10.35\|948783;2026-06-16\|11.36\|5.28\|10.88\|11.47\|10.70\|1042388;2026-06-17\|11.24\|-1.06\|11.17\|11.64\|11.08\|914556;2026-06-18\|11.70\|4.09\|11.20\|11.91\|11.14\|1131665;2026-06-22\|11.25\|-3.85\|11.70\|11.86\|10.97\|1032332;2026-06-23\|11.25\|0.00\|11.29\|11.68\|11.14\|721674;2026-06-24\|12.95\|15.11\|11.25\|13.19\|10.90\|2114726;2026-06-25\|13.16\|1.62\|12.95\|13.26\|12.69\|1619709;2026-06-26\|12.73\|-3.27\|13.03\|13.16\|12.17\|1582214;2026-06-29\|12.16\|-4.48\|12.97\|13.04\|12.03\|1268850;2026-06-30\|13.62\|12.01\|12.26\|13.79\|12.26\|1641903;2026-07-01\|13.66\|0.29\|13.55\|14.28\|13.51\|1275619;2026-07-02\|13.47\|-1.39\|13.39\|14.33\|13.27\|1525350;2026-07-03\|13.66\|1.41\|13.60\|14.45\|13.21\|1666427;2026-07-06\|14.39\|5.34\|13.45\|14.66\|13.35\|1889576;2026-07-07\|14.32\|-0.49\|14.09\|15.10\|13.98\|1704519;2026-07-08\|12.92\|-9.78\|14.23\|14.23\|12.85\|1945209;2026-07-09\|13.51\|4.57\|12.97\|13.61\|12.82\|1245493;2026-07-10\|13.31\|-1.48\|13.53\|14.13\|13.06\|1050105
116707	英伟达Rubin成全球首个100%液冷AI计算平台	人形机器人+AI服务器液冷+H股上市调入港股通行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月26日互动易，公司已为多家头部具身智能企业完成数千套硬件/整机组装服务，提供多款机器人的应用落地开发与整机组装服务；据2026年4月30日投资者关系活动记录表，北京具身智能超级工厂首批人形机器人已于北京亦庄下线，涵盖天工Ultra等行业前沿机型。 2、据2026年6月25日互动易，公司控股子公司立敏达是北美算力行业头部客户的核心供应商，持续批量交付液冷相关产品，包括液冷歧管、液冷快拆连接器等。 3、据2026年6月26日深交所公告，领益智造获调入港股通标的证券名单，自2026年6月26日起生效；据2026年6月27日公告，公司H股已于2026年6月26日在香港联交所主板挂牌上市，全球发售所得款项净额约81.52亿港元。	1？控股子公司Readore（立敏达）主营业务包括服务器液冷快拆连接器（UQD）、液冷歧管（Manifold）、单相液冷散热模组（服务器液冷板Liquid Cooling Plate及光模块冷板）、相变液冷散热模组、服务器均热板（VC和 3DVC）等热管理核心硬件产品，以及母线排（Busbar）、服务器机架等； 2、公司为荣耀夺冠机器人“闪电”核心结构件及表面处理供应商，东莞横沥工厂已批量交付；北京具身智能超级工厂首批人形机器人下线，涵盖天工Ultra、天工3.0等机型	2026-03-03\|14.20\|-5.59\|15.05\|15.13\|14.20\|1447443;2026-03-04\|14.08\|-0.85\|13.91\|14.35\|13.91\|763103;2026-03-05\|14.34\|1.85\|14.37\|14.49\|14.24\|751078;2026-03-06\|14.48\|0.98\|14.31\|14.74\|14.28\|743448;2026-03-09\|14.16\|-2.21\|14.24\|14.24\|13.88\|994260;2026-03-10\|14.62\|3.25\|14.30\|14.70\|14.30\|1000504;2026-03-11\|15.00\|2.60\|14.75\|15.46\|14.71\|1865710;2026-03-12\|14.60\|-2.67\|14.83\|15.01\|14.52\|1127298;2026-03-13\|14.36\|-1.64\|14.44\|14.59\|14.31\|640481;2026-03-16\|14.40\|0.28\|14.30\|14.56\|14.01\|798622;2026-03-17\|14.13\|-1.88\|14.64\|14.68\|14.08\|718617;2026-03-18\|14.25\|0.85\|14.20\|14.30\|14.10\|510308;2026-03-19\|13.85\|-2.81\|14.00\|14.06\|13.81\|677421;2026-03-20\|13.40\|-3.25\|13.89\|13.98\|13.39\|727534;2026-03-23\|12.65\|-5.60\|13.10\|13.18\|12.57\|1300388;2026-03-24\|12.88\|1.82\|12.85\|12.92\|12.45\|846449;2026-03-25\|13.26\|2.95\|12.91\|13.45\|12.91\|938503;2026-03-26\|13.16\|-0.75\|13.24\|13.40\|13.11\|650304;2026-03-27\|13.17\|0.08\|12.95\|13.29\|12.91\|478977;2026-03-30\|12.94\|-1.75\|13.00\|13.07\|12.71\|728317;2026-03-31\|12.83\|-0.85\|12.93\|13.14\|12.81\|616843;2026-04-01\|12.96\|1.01\|13.09\|13.13\|12.87\|584386;2026-04-02\|12.54\|-3.24\|12.85\|12.93\|12.44\|741477;2026-04-03\|12.38\|-1.28\|12.55\|12.65\|12.29\|474376;2026-04-07\|12.62\|1.94\|12.55\|12.68\|12.51\|612039;2026-04-08\|13.33\|5.63\|12.94\|13.34\|12.92\|1179766;2026-04-09\|13.29\|-0.30\|13.15\|13.43\|13.08\|845450;2026-04-10\|13.61\|2.41\|13.43\|13.74\|13.43\|1035446;2026-04-13\|13.75\|1.03\|13.55\|13.95\|13.50\|1040614;2026-04-14\|13.88\|0.95\|13.85\|14.05\|13.75\|968978;2026-04-15\|13.58\|-2.16\|13.94\|14.02\|13.53\|877648;2026-04-16\|13.74\|1.18\|13.72\|13.80\|13.46\|784739;2026-04-17\|13.79\|0.36\|13.70\|13.89\|13.66\|773016;2026-04-20\|14.64\|6.16\|14.29\|14.85\|14.03\|2439697;2026-04-21\|14.34\|-2.05\|14.50\|14.50\|14.16\|1398491;2026-04-22\|14.95\|4.25\|14.25\|15.08\|14.21\|2107537;2026-04-23\|14.55\|-2.68\|15.00\|15.03\|14.45\|1548823;2026-04-24\|14.16\|-2.68\|14.41\|14.44\|14.08\|1002629;2026-04-27\|14.44\|1.98\|14.17\|14.47\|14.04\|1090982;2026-04-28\|13.96\|-3.32\|14.30\|14.30\|13.90\|938903;2026-04-29\|14.03\|0.50\|13.87\|14.14\|13.75\|744601;2026-04-30\|14.06\|0.21\|14.00\|14.16\|13.82\|1030696;2026-05-06\|14.12\|0.43\|14.07\|14.29\|14.07\|1094025;2026-05-07\|14.53\|2.90\|14.21\|14.59\|14.10\|1433416;2026-05-08\|15.09\|3.85\|14.38\|15.20\|14.33\|2400488;2026-05-11\|15.24\|0.99\|15.10\|15.35\|14.91\|2069429;2026-05-12\|14.96\|-1.84\|15.16\|15.16\|14.82\|1322091;2026-05-13\|15.37\|2.74\|14.84\|15.38\|14.73\|1726475;2026-05-14\|16.40\|6.70\|15.94\|16.89\|15.50\|6035866;2026-05-15\|16.94\|3.29\|16.40\|17.88\|16.33\|5854179;2026-05-18\|17.07\|0.77\|17.26\|17.43\|16.43\|3992896;2026-05-19\|16.91\|-0.82\|17.46\|17.63\|16.51\|3141347;2026-05-20\|16.23\|-4.02\|16.50\|16.74\|15.80\|3565998;2026-05-21\|15.52\|-4.37\|16.43\|16.72\|15.44\|3733515;2026-05-22\|16.31\|5.09\|15.70\|16.47\|15.21\|3101986;2026-05-25\|16.09\|-1.35\|16.43\|16.44\|15.62\|2567506;2026-05-26\|15.82\|-1.68\|16.09\|16.45\|15.50\|2302829;2026-05-27\|15.52\|-1.90\|15.75\|16.10\|15.30\|2130617;2026-05-28\|15.95\|2.77\|15.82\|16.13\|15.35\|2769849;2026-05-29\|14.55\|-8.78\|15.96\|16.13\|14.36\|3547829;2026-06-01\|14.97\|2.89\|14.59\|15.43\|14.59\|2622255;2026-06-02\|14.67\|-2.00\|14.91\|14.97\|14.42\|1485286;2026-06-03\|14.86\|1.30\|14.70\|15.40\|14.63\|2183928;2026-06-04\|14.99\|0.87\|14.63\|15.13\|14.45\|1509327;2026-06-05\|15.08\|0.60\|14.86\|15.55\|14.17\|2738234;2026-06-08\|14.34\|-4.91\|14.50\|15.01\|14.22\|1906973;2026-06-09\|14.86\|3.63\|14.62\|14.90\|14.23\|1864447;2026-06-10\|13.90\|-6.46\|14.70\|14.72\|13.76\|2157782;2026-06-11\|13.63\|-1.94\|13.90\|14.01\|13.40\|1474014;2026-06-12\|14.01\|2.79\|13.91\|14.43\|13.90\|2334211;2026-06-15\|15.04\|7.35\|14.15\|15.06\|14.10\|2025482;2026-06-16\|15.69\|4.32\|15.00\|15.95\|14.86\|2250669;2026-06-17\|15.85\|1.02\|15.50\|16.33\|15.40\|2166781;2026-06-18\|16.82\|6.12\|15.80\|17.24\|15.76\|3637751;2026-06-22\|16.68\|-0.83\|16.88\|17.10\|16.28\|2567064;2026-06-23\|16.05\|-3.78\|17.30\|17.50\|15.95\|2729311;2026-06-24\|17.66\|10.03\|15.92\|17.66\|15.69\|4315988;2026-06-25\|17.88\|1.25\|18.15\|18.28\|17.51\|4444476;2026-06-26\|16.41\|-8.22\|17.69\|17.85\|16.36\|3890827;2026-06-29\|15.76\|-3.96\|16.86\|17.30\|15.14\|3686992;2026-06-30\|17.34\|10.03\|15.76\|17.34\|15.70\|3031540;2026-07-01\|17.80\|2.65\|17.34\|18.54\|17.34\|4161363;2026-07-02\|17.18\|-3.48\|17.19\|18.17\|16.80\|3166174;2026-07-03\|18.02\|4.89\|17.54\|18.46\|17.12\|4635369;2026-07-06\|16.23\|-9.93\|17.85\|18.15\|16.22\|4581805;2026-07-07\|15.93\|-1.85\|16.22\|17.09\|15.70\|2647323;2026-07-08\|15.06\|-5.46\|16.00\|16.08\|14.86\|2322560;2026-07-09\|15.60\|3.59\|15.15\|15.61\|14.56\|2140251;2026-07-10\|15.16\|-2.82\|15.54\|16.15\|15.16\|2340484
116706	英伟达Rubin成全球首个100%液冷AI计算平台	液冷服务器+电子水泵+汽车+泛工业行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	1、公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产； 2、公司针对机器人关节等部位日益增长的液冷散热需求，依托公司在电子泵、温控阀及集成模块等新能源热管理产品上的技术优势，积极布局机器人领域液冷市场	2026-03-03\|34.20\|-1.30\|34.99\|35.68\|33.72\|891976;2026-03-04\|35.22\|2.98\|32.80\|35.99\|32.80\|702180;2026-03-05\|37.01\|5.08\|35.64\|38.11\|35.23\|845989;2026-03-06\|36.47\|-1.46\|36.12\|37.86\|36.00\|523322;2026-03-09\|34.63\|-5.05\|33.99\|35.01\|32.82\|569328;2026-03-10\|38.09\|9.99\|35.62\|38.09\|35.50\|375530;2026-03-11\|40.90\|7.38\|39.84\|41.34\|39.23\|852352;2026-03-12\|39.55\|-3.30\|40.20\|41.67\|38.96\|531680;2026-03-13\|37.57\|-5.01\|39.43\|39.43\|36.95\|489464;2026-03-16\|35.28\|-6.10\|36.71\|37.00\|33.81\|672331;2026-03-17\|33.16\|-6.01\|35.29\|35.50\|33.00\|406043;2026-03-18\|34.60\|4.34\|34.12\|34.78\|33.04\|448083;2026-03-19\|33.25\|-3.90\|33.85\|34.17\|32.90\|322094;2026-03-20\|31.33\|-5.77\|33.01\|33.67\|31.23\|372171;2026-03-23\|29.21\|-6.77\|30.68\|31.25\|29.02\|322278;2026-03-24\|29.28\|0.24\|30.00\|30.10\|28.45\|275187;2026-03-25\|30.71\|4.88\|29.47\|31.06\|29.47\|384193;2026-03-26\|29.20\|-4.92\|30.70\|30.70\|29.03\|225705;2026-03-27\|29.23\|0.10\|28.50\|29.45\|28.22\|226256;2026-03-30\|29.23\|0.00\|28.80\|29.59\|28.61\|189743;2026-03-31\|27.48\|-5.99\|29.51\|29.53\|27.44\|334365;2026-04-01\|28.76\|4.66\|28.34\|29.06\|28.34\|288122;2026-04-02\|27.65\|-3.86\|28.80\|28.90\|27.40\|175855;2026-04-03\|27.63\|-0.07\|27.90\|28.35\|27.50\|206953;2026-04-07\|27.74\|0.40\|26.89\|28.00\|26.89\|224317;2026-04-08\|30.51\|9.99\|28.80\|30.51\|28.80\|275847;2026-04-09\|33.56\|10.00\|30.95\|33.56\|30.95\|667560;2026-04-10\|34.31\|2.23\|34.36\|35.80\|34.00\|792016;2026-04-13\|34.81\|1.46\|33.97\|35.17\|33.86\|514599;2026-04-14\|36.24\|4.11\|34.79\|37.48\|34.55\|659255;2026-04-15\|35.80\|-1.21\|36.01\|36.80\|35.71\|532702;2026-04-16\|36.01\|0.59\|35.89\|36.58\|35.30\|411184;2026-04-17\|37.24\|3.42\|35.67\|38.00\|35.00\|556818;2026-04-20\|40.96\|9.99\|37.26\|40.96\|36.51\|365783;2026-04-21\|38.50\|-6.01\|38.00\|41.60\|38.00\|1086379;2026-04-22\|39.84\|3.48\|37.85\|40.30\|37.01\|724559;2026-04-23\|38.11\|-4.34\|39.11\|40.10\|37.46\|480611;2026-04-24\|38.40\|0.76\|38.11\|39.20\|37.10\|447023;2026-04-27\|37.06\|-3.49\|39.23\|39.83\|37.04\|371719;2026-04-28\|36.51\|-1.48\|37.30\|38.00\|36.33\|268761;2026-04-29\|36.34\|-0.47\|36.20\|37.75\|36.00\|271891;2026-04-30\|35.88\|-1.27\|36.35\|36.80\|35.60\|227027;2026-05-06\|36.51\|1.76\|36.00\|37.17\|35.82\|331229;2026-05-07\|39.40\|7.92\|36.71\|39.60\|36.08\|587360;2026-05-08\|43.34\|10.00\|38.14\|43.34\|38.14\|493952;2026-05-11\|44.50\|2.68\|45.04\|45.51\|43.40\|638742;2026-05-12\|46.49\|4.47\|44.63\|46.92\|43.46\|519141;2026-05-13\|46.70\|0.45\|46.15\|48.10\|45.02\|438957;2026-05-14\|45.00\|-3.64\|46.80\|47.45\|44.89\|323325;2026-05-15\|44.43\|-1.27\|45.01\|45.96\|43.35\|349410;2026-05-18\|45.03\|1.35\|44.50\|45.97\|43.70\|299444;2026-05-19\|46.37\|2.98\|45.00\|46.53\|43.53\|410320;2026-05-20\|49.03\|5.74\|46.13\|49.36\|45.44\|489310;2026-05-21\|44.58\|-9.08\|48.20\|48.85\|44.52\|548688;2026-05-22\|46.68\|4.71\|44.70\|47.76\|44.70\|339138;2026-05-25\|45.77\|-1.95\|46.68\|46.69\|44.89\|258805;2026-05-26\|42.65\|-6.82\|45.77\|45.88\|41.37\|437668;2026-05-27\|40.96\|-3.96\|42.58\|43.12\|40.65\|286733;2026-05-28\|42.93\|4.81\|40.51\|43.33\|40.02\|293053;2026-05-29\|38.65\|-9.97\|42.81\|42.86\|38.64\|315451;2026-06-01\|38.68\|0.08\|38.99\|40.85\|37.62\|392327;2026-06-02\|40.45\|4.58\|38.76\|40.58\|37.38\|416517;2026-06-03\|39.16\|-3.19\|42.75\|43.80\|38.49\|575385;2026-06-04\|41.40\|5.72\|38.46\|43.08\|38.29\|637070;2026-06-05\|39.55\|-4.47\|40.00\|41.55\|39.30\|358940;2026-06-08\|38.12\|-3.62\|37.45\|41.00\|37.45\|316469;2026-06-09\|41.40\|8.60\|38.88\|41.68\|38.46\|346748;2026-06-10\|41.20\|-0.48\|41.50\|41.71\|39.25\|333257;2026-06-11\|40.46\|-1.80\|41.01\|42.80\|40.09\|272404;2026-06-12\|41.40\|2.32\|41.14\|42.78\|40.80\|317164;2026-06-15\|45.22\|9.23\|41.99\|45.40\|41.70\|413426;2026-06-16\|45.33\|0.24\|45.57\|46.66\|44.97\|339013;2026-06-17\|44.73\|-1.32\|44.86\|45.75\|44.02\|266281;2026-06-18\|45.71\|2.88\|44.85\|46.83\|44.50\|337523;2026-06-22\|43.07\|-5.78\|45.39\|46.00\|41.14\|508868;2026-06-23\|44.99\|4.46\|45.95\|47.00\|43.40\|640146;2026-06-24\|49.49\|10.00\|44.50\|49.49\|43.50\|687251;2026-06-25\|51.89\|4.85\|52.04\|53.28\|51.16\|671810;2026-06-26\|48.12\|-7.27\|51.50\|52.52\|47.53\|581845;2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251
116705	英伟达Rubin成全球首个100%液冷AI计算平台	液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-03-03\|27.27\|4.48\|27.12\|28.71\|26.71\|251243;2026-03-04\|29.00\|6.34\|27.30\|30.00\|26.50\|218880;2026-03-05\|27.94\|-3.66\|28.71\|28.71\|26.76\|176760;2026-03-06\|27.10\|-3.01\|27.51\|27.52\|25.95\|155666;2026-03-09\|25.02\|-7.68\|25.20\|26.00\|24.39\|138930;2026-03-10\|26.65\|6.51\|25.29\|27.19\|25.28\|147718;2026-03-11\|27.25\|2.25\|26.41\|27.99\|26.20\|124231;2026-03-12\|26.96\|-1.06\|27.37\|28.00\|26.95\|80612;2026-03-13\|28.04\|4.01\|27.03\|29.30\|26.33\|138498;2026-03-16\|26.55\|-5.31\|27.49\|30.51\|25.88\|211610;2026-03-17\|24.79\|-6.63\|27.00\|27.95\|24.41\|170170;2026-03-18\|27.27\|10.00\|24.60\|27.27\|24.60\|138673;2026-03-19\|26.32\|-3.48\|27.00\|27.60\|25.75\|147687;2026-03-20\|25.22\|-4.18\|26.06\|26.23\|25.18\|82865;2026-03-23\|24.30\|-3.65\|25.05\|26.39\|23.81\|86760;2026-03-24\|25.00\|2.88\|24.50\|25.10\|24.01\|70044;2026-03-25\|25.65\|2.60\|25.01\|26.72\|24.88\|86777;2026-03-26\|28.22\|10.02\|26.00\|28.22\|25.90\|83193;2026-03-27\|27.78\|-1.56\|27.94\|28.13\|26.70\|144679;2026-03-30\|29.61\|6.59\|27.50\|29.69\|27.09\|160411;2026-03-31\|29.10\|-1.72\|29.00\|30.61\|28.12\|174743;2026-04-01\|30.93\|6.29\|29.85\|31.61\|29.20\|173480;2026-04-02\|30.51\|-1.36\|30.70\|31.13\|30.10\|99632;2026-04-03\|29.13\|-4.52\|30.25\|31.61\|29.12\|149106;2026-04-07\|28.53\|-2.06\|29.29\|29.30\|28.19\|104677;2026-04-08\|30.91\|8.34\|29.00\|31.38\|28.53\|174233;2026-04-09\|31.50\|1.91\|33.04\|33.34\|31.11\|163910;2026-04-10\|32.25\|2.38\|31.98\|33.07\|31.00\|110067;2026-04-13\|35.48\|10.02\|32.00\|35.48\|31.36\|137480;2026-04-14\|37.36\|5.30\|35.50\|38.17\|35.00\|183163;2026-04-15\|35.59\|-4.74\|36.79\|36.86\|34.83\|185917;2026-04-16\|35.65\|0.17\|35.97\|36.79\|34.85\|135437;2026-04-17\|39.22\|10.01\|35.51\|39.22\|34.33\|155661;2026-04-20\|43.14\|9.99\|39.30\|43.14\|39.30\|178634;2026-04-21\|47.45\|9.99\|44.00\|47.45\|43.55\|129661;2026-04-22\|52.20\|10.01\|49.60\|52.20\|49.00\|200073;2026-04-23\|54.77\|4.92\|55.00\|57.42\|52.02\|266435;2026-04-24\|57.28\|4.58\|51.27\|58.00\|51.27\|223741;2026-04-27\|55.53\|-3.06\|55.95\|57.00\|54.40\|143490;2026-04-28\|55.21\|-0.58\|56.21\|58.25\|54.69\|128701;2026-04-29\|55.06\|-0.27\|56.31\|56.90\|54.75\|121389;2026-04-30\|53.20\|-3.38\|54.00\|54.95\|52.10\|112294;2026-05-06\|49.82\|-6.35\|53.55\|53.78\|49.65\|162807;2026-05-07\|50.15\|0.66\|49.76\|50.80\|47.99\|144737;2026-05-08\|48.36\|-3.57\|49.65\|50.50\|47.98\|118371;2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909
116704	英伟达Rubin成全球首个100%液冷AI计算平台	高速铜缆+戴尔供应链+消费电子线材龙头行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年5月13日互动易，公司2025年高频高速铜缆连接线实现营收21,606.19万元，同比增长84.94%，2026年一季度高速铜缆订单饱满，正积极开拓高频高速铜缆外部线市场领域。 2、据2025年12月25日投资者关系活动记录表，公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景。 3、据2026年4月29日年报及2026年4月13日投资者关系活动记录表，公司主营消费电子及工业控制线材，系中国消费电子线材细分领域龙头企业，产品应用于智能家电、机器人等领域，主要终端客户包括松下、大金、海信、美的、小米、佳能等，2025年该板块实现营收15.03亿元。	公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景	2026-03-03\|23.35\|-6.22\|24.87\|25.19\|23.26\|139628;2026-03-04\|23.03\|-1.37\|23.00\|23.69\|22.72\|79775;2026-03-05\|23.50\|2.04\|23.40\|23.98\|23.27\|79231;2026-03-06\|23.12\|-1.62\|23.36\|23.56\|23.07\|68712;2026-03-09\|22.74\|-1.64\|22.72\|22.87\|21.65\|103401;2026-03-10\|23.76\|4.49\|23.33\|23.79\|23.19\|89681;2026-03-11\|24.00\|1.01\|23.76\|24.87\|23.72\|103090;2026-03-12\|23.27\|-3.04\|24.00\|24.08\|23.08\|72208;2026-03-13\|23.00\|-1.16\|23.02\|23.41\|22.91\|50265;2026-03-16\|23.25\|1.09\|23.01\|23.28\|22.65\|41072;2026-03-17\|25.58\|10.02\|25.58\|25.58\|25.58\|143625;2026-03-18\|25.46\|-0.47\|25.58\|26.00\|24.60\|373552;2026-03-19\|24.10\|-5.34\|24.37\|24.87\|23.90\|237534;2026-03-20\|22.65\|-6.02\|24.00\|24.30\|22.65\|181046;2026-03-23\|21.20\|-6.40\|21.80\|22.42\|21.10\|141444;2026-03-24\|21.93\|3.44\|21.60\|21.95\|21.21\|93799;2026-03-25\|22.75\|3.74\|22.03\|23.58\|22.03\|113432;2026-03-26\|22.59\|-0.70\|22.88\|23.25\|22.49\|95732;2026-03-27\|22.56\|-0.13\|21.88\|22.81\|21.88\|54411;2026-03-30\|22.62\|0.27\|22.16\|22.65\|22.14\|46287;2026-03-31\|22.25\|-1.64\|22.38\|22.80\|22.18\|44695;2026-04-01\|22.78\|2.38\|22.75\|23.00\|22.56\|53804;2026-04-02\|22.19\|-2.59\|22.68\|22.72\|22.01\|47702;2026-04-03\|22.22\|0.14\|22.44\|22.79\|22.18\|40352;2026-04-07\|22.44\|0.99\|22.22\|22.48\|22.10\|37514;2026-04-08\|23.46\|4.55\|22.88\|23.47\|22.73\|80253;2026-04-09\|23.87\|1.75\|23.06\|24.05\|23.06\|104067;2026-04-10\|23.90\|0.13\|23.86\|24.25\|23.70\|86761;2026-04-13\|23.99\|0.38\|23.68\|24.19\|23.63\|53765;2026-04-14\|24.20\|0.88\|24.37\|24.43\|23.99\|64647;2026-04-15\|24.13\|-0.29\|24.17\|24.56\|24.01\|69569;2026-04-16\|24.17\|0.17\|24.01\|24.22\|23.91\|51717;2026-04-17\|24.38\|0.87\|24.18\|24.45\|24.06\|57500;2026-04-20\|24.45\|0.29\|24.30\|24.57\|24.18\|66674;2026-04-21\|24.10\|-1.43\|24.38\|24.38\|23.70\|70479;2026-04-22\|24.30\|0.83\|24.10\|24.33\|23.88\|53751;2026-04-23\|24.00\|-1.23\|24.52\|24.65\|23.88\|59235;2026-04-24\|23.40\|-2.50\|23.65\|24.00\|23.00\|68455;2026-04-27\|23.87\|2.01\|23.40\|23.97\|23.33\|51201;2026-04-28\|23.44\|-1.80\|23.73\|23.85\|23.05\|63539;2026-04-29\|22.90\|-2.30\|22.99\|23.13\|22.56\|86425;2026-04-30\|22.83\|-0.31\|22.88\|23.12\|22.60\|52268;2026-05-06\|23.28\|1.97\|22.86\|23.60\|22.86\|64275;2026-05-07\|23.90\|2.66\|23.30\|24.05\|23.20\|76538;2026-05-08\|24.14\|1.00\|23.71\|24.24\|23.58\|56833;2026-05-11\|24.20\|0.25\|24.43\|24.49\|23.99\|74755;2026-05-12\|24.23\|0.12\|24.15\|24.40\|23.90\|71471;2026-05-13\|24.50\|1.11\|24.08\|24.64\|23.95\|70756;2026-05-14\|23.75\|-3.06\|24.66\|24.69\|23.73\|65091;2026-05-15\|23.36\|-1.64\|23.85\|24.03\|23.18\|58598;2026-05-18\|23.30\|-0.26\|23.30\|23.62\|23.01\|45360;2026-05-19\|23.71\|1.76\|23.20\|23.74\|22.75\|68514;2026-05-20\|23.37\|-1.43\|23.55\|23.73\|23.18\|55398;2026-05-21\|21.91\|-6.25\|23.58\|23.65\|21.91\|103081;2026-05-22\|22.92\|4.61\|22.11\|23.09\|21.95\|81029;2026-05-25\|23.06\|0.61\|23.00\|23.45\|22.72\|55696;2026-05-26\|22.77\|-1.26\|22.89\|23.11\|22.46\|55172;2026-05-27\|21.95\|-3.60\|22.77\|22.77\|21.78\|68054;2026-05-28\|22.38\|1.96\|21.90\|22.49\|21.34\|65901;2026-05-29\|24.62\|10.01\|24.62\|24.62\|24.62\|93464;2026-06-01\|25.74\|4.55\|25.60\|27.08\|25.39\|580055;2026-06-02\|24.55\|-4.62\|25.30\|25.50\|24.10\|432796;2026-06-03\|24.20\|-1.43\|24.44\|25.36\|23.86\|359587;2026-06-04\|23.13\|-4.42\|23.81\|24.55\|22.54\|304755;2026-06-05\|22.68\|-1.95\|22.75\|23.55\|22.41\|202470;2026-06-08\|21.40\|-5.64\|21.50\|22.45\|21.25\|181748;2026-06-09\|22.09\|3.22\|21.72\|22.86\|21.55\|149307;2026-06-10\|21.27\|-3.71\|21.90\|22.68\|21.01\|134123;2026-06-11\|20.58\|-3.24\|20.99\|21.23\|20.30\|113389;2026-06-12\|20.26\|-1.55\|20.90\|21.08\|20.21\|114075;2026-06-15\|21.71\|7.16\|20.47\|22.29\|20.47\|219396;2026-06-16\|22.00\|1.34\|21.65\|22.12\|21.50\|135562;2026-06-17\|18.15\|-0.06\|17.92\|18.25\|17.66\|124980;2026-06-18\|18.35\|1.10\|17.94\|18.81\|17.80\|124616;2026-06-22\|18.30\|-0.27\|18.80\|18.81\|17.62\|133858;2026-06-23\|17.73\|-3.11\|18.34\|18.39\|17.63\|92521;2026-06-24\|19.50\|9.98\|17.55\|19.50\|17.55\|275719;2026-06-25\|18.96\|-2.77\|19.30\|19.67\|18.73\|316209;2026-06-26\|19.80\|4.43\|18.96\|20.60\|18.20\|392386;2026-06-29\|19.32\|-2.42\|19.50\|20.10\|18.86\|257264;2026-06-30\|19.06\|-1.35\|19.03\|19.38\|18.23\|259622;2026-07-01\|18.49\|-2.99\|18.91\|19.32\|18.35\|194444;2026-07-02\|17.75\|-4.00\|17.99\|18.55\|17.61\|150433;2026-07-03\|17.38\|-2.08\|17.56\|17.77\|17.33\|141028;2026-07-06\|17.51\|0.75\|17.39\|17.57\|16.72\|135359;2026-07-07\|16.95\|-3.20\|17.24\|17.39\|16.85\|92419;2026-07-08\|15.99\|-5.66\|16.85\|17.08\|15.99\|99972;2026-07-09\|16.20\|1.31\|16.06\|16.38\|15.16\|106648;2026-07-10\|16.11\|-0.56\|16.15\|16.54\|15.90\|81742
116703	英伟达Rubin成全球首个100%液冷AI计算平台	算力+液冷储能+电池+山东国资行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月18日投资者活动记录表，公司近期成功中标上海数据港2026年度蓄电池集中采购项目，中标金额3256.15万元。 2、据2026年5月15日投资者活动记录表，2025年度公司数据与算力中心业务实现营业收入7.93亿元，同比增长111.97%；据2026年5月27日互动易，公司产品已服务于国内头部互联网企业及主流数据中心托管服务商。 3、据2026年5月18日投资者活动记录表，公司推出全浸没液冷储能系统产品，具备10C放电能力，目前已中标项目，正处于市场化推广与应用落地推进阶段。 4、公司主要产品为锂离子电池及电源系统、铅蓄电池及系统，最终控制人为山东省人民政府国有资产监督管理委员会。	公司在数据中心IDC电源及液冷解决方案方面已推出全浸没液冷方舱解决方案	2026-03-03\|12.90\|-2.27\|13.28\|13.39\|12.88\|134521;2026-03-04\|12.81\|-0.70\|12.71\|13.08\|12.69\|79784;2026-03-05\|13.05\|1.87\|12.98\|13.25\|12.97\|88914;2026-03-06\|13.32\|2.07\|12.99\|13.42\|12.99\|103685;2026-03-09\|13.40\|0.60\|13.19\|13.44\|13.08\|111797;2026-03-10\|13.54\|1.04\|13.49\|13.69\|13.45\|125895;2026-03-11\|13.75\|1.55\|13.55\|13.83\|13.49\|231981;2026-03-12\|13.65\|-0.73\|13.71\|13.80\|13.51\|156990;2026-03-13\|13.51\|-1.03\|13.60\|13.75\|13.45\|126122;2026-03-16\|13.58\|0.52\|13.50\|13.63\|13.38\|105107;2026-03-17\|13.11\|-3.46\|13.58\|13.70\|13.10\|109656;2026-03-18\|12.87\|-1.83\|13.07\|13.14\|12.55\|159900;2026-03-19\|13.51\|4.97\|12.67\|14.16\|12.61\|389398;2026-03-20\|14.02\|3.77\|13.80\|14.71\|13.17\|639458;2026-03-23\|13.86\|-1.14\|13.95\|14.18\|13.69\|418543;2026-03-24\|14.13\|1.95\|14.00\|14.27\|13.71\|417087;2026-03-25\|15.54\|9.98\|14.17\|15.54\|14.00\|810630;2026-03-26\|15.80\|1.67\|15.00\|16.98\|14.89\|1193090;2026-03-27\|16.27\|2.97\|15.61\|16.88\|15.21\|1002422;2026-03-30\|16.01\|-1.60\|17.76\|17.76\|15.83\|1150541;2026-03-31\|17.61\|9.99\|16.12\|17.61\|16.06\|1149131;2026-04-01\|18.36\|4.26\|17.92\|19.37\|16.97\|1714118;2026-04-02\|17.08\|-6.97\|17.60\|18.00\|16.81\|1340792;2026-04-03\|15.37\|-10.01\|16.70\|16.72\|15.37\|1025832;2026-04-07\|16.09\|4.68\|15.05\|16.50\|14.84\|1102648;2026-04-08\|15.68\|-2.55\|15.80\|16.12\|15.48\|1002720;2026-04-09\|17.25\|10.01\|15.50\|17.25\|15.02\|1136714;2026-04-10\|18.98\|10.03\|17.25\|18.98\|16.84\|1879909;2026-04-13\|20.88\|10.01\|19.45\|20.88\|19.35\|1021391;2026-04-14\|22.97\|10.01\|22.79\|22.97\|21.33\|1765415;2026-04-15\|25.27\|10.01\|24.48\|25.27\|24.48\|1079066;2026-04-16\|27.80\|10.01\|26.57\|27.80\|26.26\|670389;2026-04-17\|30.58\|10.00\|29.13\|30.58\|29.07\|822376;2026-04-20\|33.00\|7.91\|33.58\|33.64\|32.20\|1048991;2026-04-21\|29.70\|-10.00\|29.90\|31.19\|29.70\|399977;2026-04-22\|26.73\|-10.00\|26.73\|28.29\|26.73\|1898208;2026-04-23\|26.97\|0.90\|26.01\|28.02\|25.63\|1627255;2026-04-24\|27.70\|2.71\|26.70\|28.34\|25.86\|1456544;2026-04-27\|28.82\|4.04\|27.26\|30.15\|26.50\|1591833;2026-04-28\|29.50\|2.36\|28.45\|29.80\|28.02\|1327648;2026-04-29\|28.60\|-3.05\|29.10\|29.96\|28.31\|1271919;2026-04-30\|27.48\|-3.92\|28.50\|29.18\|27.01\|1134722;2026-05-06\|29.78\|8.37\|27.95\|29.83\|27.50\|1157785;2026-05-07\|29.91\|0.44\|29.40\|31.19\|29.20\|1229116;2026-05-08\|32.90\|10.00\|30.30\|32.90\|30.30\|858447;2026-05-11\|34.27\|4.16\|33.01\|36.19\|31.03\|1743188;2026-05-12\|34.17\|-0.29\|34.59\|35.80\|33.24\|1356187;2026-05-13\|34.80\|1.84\|33.20\|35.05\|30.89\|1211433;2026-05-14\|31.32\|-10.00\|35.80\|36.50\|31.32\|1153950;2026-05-15\|28.19\|-9.99\|29.67\|30.29\|28.19\|1056885;2026-05-18\|26.45\|-6.17\|28.02\|28.17\|26.30\|1054419;2026-05-19\|27.50\|3.97\|27.05\|28.00\|25.49\|1116645;2026-05-20\|26.21\|-4.69\|26.67\|27.20\|25.67\|796807;2026-05-21\|26.91\|2.67\|26.39\|27.69\|25.74\|1007040;2026-05-22\|26.08\|-3.08\|26.37\|26.88\|25.86\|725760;2026-05-25\|24.19\|-7.25\|26.10\|26.26\|23.89\|884830;2026-05-26\|23.32\|-3.60\|23.91\|24.00\|23.04\|667738;2026-05-27\|23.03\|-1.24\|23.33\|23.85\|22.72\|519748;2026-05-28\|23.45\|1.82\|23.26\|23.66\|22.80\|476258;2026-05-29\|24.28\|3.54\|23.62\|24.89\|22.90\|977056;2026-06-01\|26.71\|10.01\|24.31\|26.71\|24.31\|553760;2026-06-02\|26.96\|0.94\|28.00\|28.49\|26.00\|1594545;2026-06-03\|24.31\|-9.83\|25.01\|25.78\|24.30\|1159377;2026-06-04\|23.09\|-5.02\|23.57\|24.03\|22.83\|808386;2026-06-05\|21.85\|-5.37\|23.10\|23.22\|21.76\|752100;2026-06-08\|20.80\|-4.81\|21.10\|21.85\|20.46\|502455;2026-06-09\|21.38\|2.79\|21.11\|21.44\|20.41\|511719;2026-06-10\|20.70\|-3.18\|21.17\|21.66\|20.51\|425546;2026-06-11\|20.52\|-0.87\|20.55\|21.60\|20.06\|557327;2026-06-12\|20.73\|1.22\|20.70\|21.24\|20.53\|468274;2026-06-15\|21.61\|4.25\|21.01\|21.64\|20.90\|526932;2026-06-16\|21.60\|-0.05\|22.00\|22.35\|21.42\|709154;2026-06-17\|21.30\|-1.39\|21.86\|22.50\|21.16\|717106;2026-06-18\|20.60\|-3.29\|21.50\|21.59\|20.50\|549176;2026-06-22\|21.08\|2.33\|20.46\|21.10\|20.13\|570162;2026-06-23\|23.19\|10.01\|21.50\|23.19\|21.25\|612612;2026-06-24\|25.51\|10.00\|23.88\|25.51\|23.60\|1305644;2026-06-25\|25.28\|-0.90\|25.99\|27.50\|24.70\|1715317;2026-06-26\|22.75\|-10.01\|24.94\|24.96\|22.75\|905355;2026-06-29\|20.71\|-8.97\|21.78\|21.88\|20.49\|842372;2026-06-30\|20.16\|-2.66\|20.84\|21.17\|19.80\|665238;2026-07-01\|20.16\|0.00\|20.16\|20.59\|19.50\|692790;2026-07-02\|22.18\|10.02\|20.00\|22.18\|19.80\|736477;2026-07-03\|20.53\|-7.44\|21.80\|22.00\|20.50\|741453;2026-07-06\|19.22\|-6.38\|20.81\|20.96\|19.18\|577486;2026-07-07\|18.78\|-2.29\|19.44\|20.35\|18.71\|561765;2026-07-08\|17.80\|-5.22\|18.61\|18.78\|17.79\|488281;2026-07-09\|17.83\|0.17\|18.13\|18.13\|16.89\|409652;2026-07-10\|18.38\|3.08\|17.95\|18.98\|17.74\|486721
116702	MPO、FAU、CPO等行业新技术受关注	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-03-03\|47.39\|-3.50\|49.16\|49.74\|47.20\|1360265;2026-03-04\|46.28\|-2.34\|46.67\|47.09\|45.80\|1198906;2026-03-05\|47.00\|1.56\|47.00\|47.76\|46.88\|1008733;2026-03-06\|47.30\|0.64\|46.59\|47.42\|46.47\|732496;2026-03-09\|46.50\|-1.69\|46.27\|46.62\|45.43\|973749;2026-03-10\|49.39\|6.22\|47.20\|49.70\|47.20\|1814094;2026-03-11\|50.17\|1.58\|49.45\|50.88\|49.28\|1686484;2026-03-12\|49.70\|-0.94\|49.90\|50.43\|49.28\|860416;2026-03-13\|49.33\|-0.74\|49.35\|50.28\|49.05\|819833;2026-03-16\|49.26\|-0.14\|49.01\|49.27\|47.51\|965272;2026-03-17\|49.83\|1.16\|50.18\|51.76\|49.76\|1850095;2026-03-18\|49.34\|-0.98\|49.66\|49.89\|48.90\|861205;2026-03-19\|48.04\|-2.63\|48.38\|48.80\|47.85\|918059;2026-03-20\|48.22\|0.37\|48.39\|49.70\|48.22\|1004845;2026-03-23\|46.30\|-3.98\|47.53\|47.75\|45.95\|1017446;2026-03-24\|46.34\|0.09\|46.80\|46.94\|44.57\|1105607;2026-03-25\|50.97\|9.99\|47.38\|50.97\|47.00\|2608861;2026-03-26\|50.19\|-1.53\|51.71\|51.71\|49.96\|2200194;2026-03-27\|50.61\|0.84\|48.18\|51.29\|48.18\|1749811;2026-03-30\|48.76\|-3.66\|49.80\|50.00\|48.10\|1596406;2026-03-31\|49.26\|1.03\|48.40\|50.62\|48.00\|1671505;2026-04-01\|50.40\|2.31\|50.48\|51.11\|49.80\|1109777;2026-04-02\|49.89\|-1.01\|50.10\|50.90\|49.57\|859659;2026-04-03\|48.80\|-2.18\|50.30\|50.38\|48.64\|745145;2026-04-07\|48.39\|-0.84\|49.00\|49.95\|48.11\|799878;2026-04-08\|52.27\|8.02\|49.56\|52.57\|49.56\|2019287;2026-04-09\|55.09\|5.40\|51.50\|55.78\|51.30\|2996031;2026-04-10\|58.18\|5.61\|55.42\|59.18\|54.90\|3868969;2026-04-13\|58.60\|0.72\|57.78\|59.52\|57.50\|2388132;2026-04-14\|59.14\|0.92\|59.00\|60.65\|58.55\|2432745;2026-04-15\|58.78\|-0.61\|59.00\|60.98\|58.45\|1980038;2026-04-16\|60.45\|2.84\|58.76\|60.65\|58.00\|1996422;2026-04-17\|59.75\|-1.16\|59.85\|60.88\|59.25\|1343424;2026-04-20\|65.73\|10.01\|62.64\|65.73\|60.91\|3929269;2026-04-21\|65.75\|0.03\|64.86\|66.00\|62.90\|2625733;2026-04-22\|68.03\|3.47\|65.39\|68.69\|64.60\|2366656;2026-04-23\|67.77\|-0.38\|69.00\|70.68\|67.30\|2322371;2026-04-24\|66.00\|-2.61\|67.51\|67.80\|64.37\|2622791;2026-04-27\|71.97\|9.05\|67.98\|72.60\|67.50\|3273500;2026-04-28\|69.88\|-2.90\|71.02\|72.40\|68.95\|2159908;2026-04-29\|68.64\|-1.77\|68.00\|69.77\|66.50\|2103918;2026-04-30\|67.00\|-2.39\|69.48\|69.48\|66.80\|1550475;2026-05-06\|67.08\|0.12\|68.27\|71.00\|66.87\|2130544;2026-05-07\|69.52\|3.64\|67.50\|70.30\|66.29\|2141885;2026-05-08\|71.29\|2.55\|68.13\|72.08\|67.11\|2150710;2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326
116701	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-03-03\|103.29\|-5.91\|108.50\|109.00\|100.00\|155706;2026-03-04\|108.60\|5.14\|101.84\|112.00\|101.84\|131922;2026-03-05\|108.05\|-0.51\|110.00\|113.50\|105.88\|131213;2026-03-06\|108.21\|0.15\|106.11\|114.63\|106.11\|103546;2026-03-09\|101.90\|-5.83\|102.00\|104.82\|94.00\|125422;2026-03-10\|106.50\|4.51\|104.81\|107.90\|99.41\|103182;2026-03-11\|109.19\|2.53\|104.90\|110.99\|104.88\|102636;2026-03-12\|101.30\|-7.23\|108.78\|109.19\|98.01\|109829;2026-03-13\|97.20\|-4.05\|100.00\|100.78\|96.81\|66107;2026-03-16\|99.10\|1.95\|97.26\|101.85\|96.60\|85245;2026-03-17\|87.31\|-11.90\|96.90\|97.80\|87.25\|118272;2026-03-18\|88.35\|1.19\|87.49\|89.29\|85.41\|84052;2026-03-19\|84.58\|-4.27\|86.87\|88.50\|84.04\|58840;2026-03-20\|83.26\|-1.56\|85.51\|88.58\|83.26\|75506;2026-03-23\|81.63\|-1.96\|80.13\|85.81\|78.00\|94368;2026-03-24\|83.39\|2.16\|82.50\|84.16\|80.33\|69805;2026-03-25\|86.15\|3.31\|85.06\|89.90\|84.94\|86866;2026-03-26\|84.25\|-2.21\|85.17\|87.95\|84.18\|58142;2026-03-27\|83.66\|-0.70\|82.79\|86.37\|81.63\|58090;2026-03-30\|82.46\|-1.43\|82.16\|83.29\|79.30\|62998;2026-03-31\|80.33\|-2.58\|81.99\|83.27\|79.95\|45121;2026-04-01\|85.59\|6.55\|83.19\|86.00\|82.12\|85996;2026-04-02\|83.01\|-3.01\|84.84\|86.60\|81.68\|53421;2026-04-03\|85.20\|2.64\|83.70\|86.55\|83.16\|83071;2026-04-07\|87.40\|2.58\|85.19\|90.80\|84.62\|93891;2026-04-08\|91.65\|4.86\|91.90\|92.00\|87.51\|119427;2026-04-09\|94.23\|2.82\|89.84\|96.66\|89.81\|115890;2026-04-10\|97.62\|3.60\|94.53\|100.36\|94.00\|118158;2026-04-13\|96.08\|-1.58\|96.55\|97.64\|94.88\|86725;2026-04-14\|96.32\|0.25\|97.80\|99.94\|93.30\|113449;2026-04-15\|98.06\|1.81\|97.58\|100.00\|95.95\|112451;2026-04-16\|97.92\|-0.14\|97.74\|100.88\|97.06\|93258;2026-04-17\|98.31\|0.40\|97.00\|99.58\|96.06\|75651;2026-04-20\|97.81\|-0.51\|98.85\|99.50\|96.20\|71093;2026-04-21\|98.50\|0.71\|96.17\|99.79\|95.20\|70807;2026-04-22\|99.93\|1.45\|97.89\|101.93\|96.87\|74816;2026-04-23\|97.58\|-2.35\|99.47\|101.70\|95.05\|79050;2026-04-24\|94.42\|-3.24\|96.75\|97.80\|93.21\|64330;2026-04-27\|95.38\|1.02\|94.43\|97.36\|94.42\|47079;2026-04-28\|97.00\|1.70\|94.99\|99.15\|92.69\|74956;2026-04-29\|102.88\|6.06\|98.70\|107.33\|97.00\|136650;2026-04-30\|108.10\|5.07\|105.24\|111.90\|103.56\|115033;2026-05-06\|116.31\|7.59\|108.80\|121.66\|105.54\|142984;2026-05-07\|116.30\|-0.01\|116.42\|116.80\|111.62\|105816;2026-05-08\|119.00\|2.32\|113.91\|123.39\|113.50\|94312;2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683
116700	MPO、FAU、CPO等行业新技术受关注	拟收购诚瑞科技+半导体设备+场地电动车行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月19日公告，公司拟以现金收购诚瑞科技不低于51%股权，交易对价不超1.2亿元，补链自动化制造。 2、据2026年5月6日投资者关系活动记录表，子公司大摩半导体2025年并表营收2.35亿元、净利1782万元，2026年在手订单充足，客户包括中芯国际、台积电等。 3、据2026年5月6日投资者关系活动记录表，公司场地电动车境外非美市场2025年营收5.74亿元，同比增长23.31%，占营收57.98%，持续拓展东南亚、中东、欧洲。	公司拟1.2亿元收购诚瑞科技不低于51%股权，标的主营机电产品、新能源汽车生产测试设备销售，拥有多项专利技术，包括晶圆测试装置、视觉检测装置、光模块耦合设备的多通道同步锁紧机构和自动耦合设备的点胶装置	2026-03-03\|32.18\|-3.60\|33.00\|33.58\|32.00\|48311;2026-03-04\|31.88\|-0.93\|31.62\|32.34\|31.60\|28611;2026-03-05\|32.49\|1.91\|32.51\|33.27\|31.92\|25930;2026-03-06\|34.56\|6.37\|32.50\|34.77\|32.10\|42865;2026-03-09\|33.89\|-1.94\|33.66\|34.12\|33.00\|23582;2026-03-10\|34.45\|1.65\|34.40\|35.86\|33.72\|32924;2026-03-11\|34.91\|1.34\|34.66\|35.68\|34.20\|37574;2026-03-12\|33.67\|-3.55\|34.62\|34.87\|33.60\|28047;2026-03-13\|32.80\|-2.58\|33.69\|33.69\|32.67\|19857;2026-03-16\|33.03\|0.70\|32.80\|33.50\|32.60\|17450;2026-03-17\|31.53\|-4.54\|33.25\|33.49\|31.43\|31180;2026-03-18\|32.31\|2.47\|31.55\|32.39\|31.46\|17658;2026-03-19\|31.38\|-2.88\|32.07\|32.30\|31.16\|22454;2026-03-20\|30.38\|-3.19\|31.36\|31.66\|30.38\|21900;2026-03-23\|27.80\|-8.49\|30.10\|30.10\|27.32\|32340;2026-03-24\|28.96\|4.17\|28.48\|29.13\|27.80\|23675;2026-03-25\|29.08\|0.41\|28.90\|29.58\|28.80\|15402;2026-03-26\|29.00\|-0.28\|29.11\|29.45\|28.75\|11817;2026-03-27\|29.34\|1.17\|28.50\|29.80\|28.50\|14206;2026-03-30\|30.19\|2.90\|28.90\|30.74\|28.85\|23810;2026-03-31\|29.45\|-2.45\|29.98\|30.50\|29.22\|11537;2026-04-01\|30.11\|2.24\|30.12\|30.68\|29.81\|12818;2026-04-02\|29.37\|-2.46\|30.00\|30.13\|29.16\|11942;2026-04-03\|28.78\|-2.01\|29.84\|29.84\|28.66\|8728;2026-04-07\|30.12\|4.66\|28.76\|30.28\|28.76\|16790;2026-04-08\|31.35\|4.08\|30.90\|31.60\|30.50\|24590;2026-04-09\|31.34\|-0.03\|31.20\|32.08\|31.08\|17101;2026-04-10\|32.30\|3.06\|31.53\|32.90\|31.39\|19801;2026-04-13\|33.41\|3.44\|32.17\|33.97\|31.97\|37972;2026-04-14\|35.01\|4.79\|33.69\|35.30\|33.68\|50327;2026-04-15\|34.20\|-2.31\|34.92\|35.28\|34.18\|30495;2026-04-16\|35.83\|4.77\|34.20\|36.50\|34.19\|46711;2026-04-17\|35.90\|0.20\|35.69\|36.30\|35.35\|31796;2026-04-20\|36.25\|0.97\|35.76\|36.37\|35.47\|39811;2026-04-21\|35.34\|-2.51\|36.24\|36.24\|34.55\|25132;2026-04-22\|36.99\|4.67\|35.50\|37.89\|35.05\|41751;2026-04-23\|36.42\|-1.54\|36.75\|37.10\|35.92\|21580;2026-04-24\|36.22\|-0.55\|36.22\|36.68\|35.85\|15573;2026-04-27\|37.04\|2.26\|34.80\|37.48\|34.65\|46524;2026-04-28\|36.06\|-2.65\|36.81\|36.99\|35.76\|20299;2026-04-29\|35.96\|-0.28\|36.49\|36.49\|35.63\|17554;2026-04-30\|38.80\|7.90\|35.80\|39.74\|35.80\|69272;2026-05-06\|40.04\|3.20\|39.28\|41.31\|39.01\|48927;2026-05-07\|40.42\|0.95\|40.00\|40.80\|39.32\|35906;2026-05-08\|40.16\|-0.64\|40.59\|40.88\|39.61\|21794;2026-05-11\|41.67\|3.76\|40.18\|42.19\|40.17\|32763;2026-05-12\|40.20\|-3.53\|41.80\|41.87\|40.09\|22090;2026-05-13\|41.20\|2.49\|40.27\|42.15\|40.18\|27722;2026-05-14\|42.40\|2.91\|41.94\|44.88\|41.84\|46207;2026-05-15\|41.50\|-2.12\|42.42\|43.62\|41.25\|38317;2026-05-18\|44.81\|7.98\|41.50\|44.95\|41.07\|47853;2026-05-19\|45.10\|0.65\|44.79\|45.26\|43.07\|42475;2026-05-20\|54.12\|20.00\|54.12\|54.12\|54.12\|36594;2026-05-21\|56.58\|4.55\|59.00\|60.86\|53.42\|246790;2026-05-22\|57.00\|0.74\|56.16\|58.50\|52.63\|169692;2026-05-25\|57.36\|0.63\|57.83\|59.00\|53.50\|201434;2026-05-26\|51.91\|-9.50\|57.34\|59.24\|49.90\|183571;2026-05-27\|53.50\|3.06\|50.18\|53.85\|49.00\|153861;2026-05-28\|59.21\|10.78\|51.20\|60.00\|51.00\|194975;2026-05-29\|52.01\|-12.16\|59.31\|59.55\|51.90\|161238;2026-06-01\|51.15\|-1.65\|51.08\|53.30\|49.81\|105374;2026-06-02\|50.73\|-0.82\|51.00\|53.55\|50.00\|73893;2026-06-03\|51.00\|0.53\|50.49\|53.16\|49.91\|72469;2026-06-04\|48.19\|-5.51\|49.95\|50.79\|47.80\|73806;2026-06-05\|47.94\|-0.52\|47.00\|48.89\|45.80\|60100;2026-06-08\|50.81\|5.99\|45.48\|52.23\|45.26\|84309;2026-06-09\|55.43\|9.09\|51.48\|55.78\|50.81\|85021;2026-06-10\|56.60\|2.11\|55.67\|61.61\|55.24\|102299;2026-06-11\|57.76\|2.05\|57.71\|59.90\|56.91\|82189;2026-06-12\|54.55\|-5.56\|58.79\|59.00\|54.09\|66350;2026-06-15\|55.91\|2.49\|55.00\|56.36\|53.64\|53608;2026-06-16\|55.54\|-0.66\|55.52\|56.72\|54.79\|48058;2026-06-17\|57.11\|2.83\|54.61\|57.92\|54.16\|47900;2026-06-18\|58.56\|2.54\|57.06\|59.98\|56.90\|52470;2026-06-22\|57.41\|-1.96\|58.00\|59.57\|55.61\|54018;2026-06-23\|57.00\|-0.71\|57.20\|58.88\|56.35\|48282;2026-06-24\|63.75\|11.84\|56.00\|64.70\|55.55\|106879;2026-06-25\|57.57\|-9.69\|63.99\|64.00\|56.20\|108647;2026-06-26\|56.69\|-1.53\|58.72\|59.88\|56.60\|61952;2026-06-29\|53.68\|-5.31\|56.23\|57.28\|52.52\|55616;2026-06-30\|53.35\|-0.61\|53.50\|55.63\|52.85\|47929;2026-07-01\|54.34\|1.86\|52.43\|56.20\|52.18\|50877;2026-07-02\|51.08\|-6.00\|53.85\|54.36\|50.88\|39015;2026-07-03\|49.30\|-3.48\|50.88\|51.18\|49.26\|35587;2026-07-06\|49.47\|0.34\|49.70\|51.50\|48.03\|33864;2026-07-07\|47.70\|-3.58\|49.00\|49.85\|47.30\|26469;2026-07-08\|45.95\|-3.67\|48.00\|49.82\|45.58\|27823;2026-07-09\|48.14\|4.77\|46.80\|48.87\|44.58\|40622;2026-07-10\|45.17\|-6.17\|48.05\|49.18\|45.00\|34032
116699	MPO、FAU、CPO等行业新技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-03-03\|65.02\|8.33\|59.42\|69.98\|57.26\|153681;2026-03-04\|58.00\|-10.80\|61.77\|63.98\|57.73\|96754;2026-03-05\|57.73\|-0.47\|59.50\|62.85\|57.52\|88315;2026-03-06\|56.30\|-2.48\|57.00\|58.97\|55.00\|77717;2026-03-09\|55.16\|-2.02\|54.60\|55.27\|51.56\|60341;2026-03-10\|58.40\|5.87\|55.60\|60.12\|55.55\|66498;2026-03-11\|57.28\|-1.92\|59.00\|60.20\|57.20\|56371;2026-03-12\|54.30\|-5.20\|57.29\|58.00\|54.00\|52299;2026-03-13\|55.32\|1.88\|54.99\|57.43\|53.40\|52541;2026-03-16\|55.98\|1.19\|54.01\|56.90\|54.00\|35682;2026-03-17\|53.87\|-3.77\|56.00\|56.14\|53.82\|32053;2026-03-18\|59.76\|10.93\|53.88\|60.21\|53.00\|70673;2026-03-19\|60.50\|1.24\|57.11\|62.74\|56.89\|90449;2026-03-20\|65.96\|9.02\|61.00\|72.60\|61.00\|156669;2026-03-23\|61.00\|-7.52\|61.59\|65.30\|59.99\|113543;2026-03-24\|66.12\|8.39\|62.09\|68.00\|58.88\|112139;2026-03-25\|70.46\|6.56\|71.67\|75.77\|69.51\|116543;2026-03-26\|76.25\|8.22\|69.03\|80.50\|69.03\|120470;2026-03-27\|75.10\|-1.51\|74.21\|78.45\|71.40\|95895;2026-03-30\|74.49\|-0.81\|73.00\|76.87\|72.01\|73888;2026-03-31\|68.35\|-8.24\|73.88\|74.00\|68.33\|81753;2026-04-01\|76.60\|12.07\|70.00\|76.60\|69.16\|91120;2026-04-02\|76.96\|0.47\|74.47\|79.39\|73.47\|84457;2026-04-03\|86.99\|13.03\|78.80\|89.58\|78.30\|118945;2026-04-07\|86.43\|-0.64\|86.55\|88.80\|82.55\|83976;2026-04-08\|91.87\|6.29\|89.80\|99.99\|88.94\|130393;2026-04-09\|87.68\|-4.56\|89.18\|90.98\|84.55\|88894;2026-04-10\|86.00\|-1.92\|88.00\|88.87\|84.50\|91134;2026-04-13\|85.34\|-0.77\|85.09\|88.30\|84.68\|60180;2026-04-14\|83.88\|-1.71\|84.68\|86.68\|82.91\|68907;2026-04-15\|81.28\|-3.10\|83.91\|84.70\|80.59\|57624;2026-04-16\|82.05\|0.95\|81.29\|82.60\|79.90\|44271;2026-04-17\|81.93\|-0.15\|83.99\|85.40\|80.77\|68390;2026-04-20\|89.04\|8.68\|81.83\|89.17\|80.03\|99894;2026-04-21\|92.22\|3.57\|88.00\|98.50\|87.84\|98652;2026-04-22\|99.71\|8.12\|93.33\|100.90\|93.33\|75678;2026-04-23\|94.68\|-5.04\|99.70\|100.90\|93.80\|60349;2026-04-24\|93.22\|-1.54\|94.63\|98.51\|92.08\|52891;2026-04-27\|91.90\|-1.42\|94.00\|94.67\|89.72\|36520;2026-04-28\|90.20\|-1.85\|94.00\|95.39\|89.30\|41505;2026-04-29\|96.59\|7.08\|90.72\|97.22\|90.01\|51097;2026-04-30\|88.88\|-7.98\|97.00\|97.00\|85.30\|71797;2026-05-06\|90.47\|1.79\|89.50\|94.56\|87.81\|51828;2026-05-07\|98.72\|9.12\|92.27\|99.15\|88.66\|58056;2026-05-08\|107.30\|8.69\|98.20\|107.30\|97.14\|69143;2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|6820088

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