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
134531	三季报密集披露	CXO概念+生物试剂+一季报增长行业原因：行业龙头药明康德8月3日晚公告全面上调2026年全年业绩指引，预计整体收入上调至585亿至605亿元，持续经营业务收入同比增速上调至35%至39%。公司原因： 1、据2026年5月18日公告，公司CRO服务主要分为重组表达服务、抗体开发服务及生物安全检测等检测类服务，近两年CRO服务业务持续增长，公司将采取试剂和服务并重的发展战略。 2、据2025年半年度报告及2025年年度报告，公司拥有数万种生物试剂品种，涵盖基因、蛋白、抗体、试剂盒、培养基等多个品类，产品行销全球90多个国家和地区，累计客户数量超过12,000个，是国内生物试剂行业重要代表性企业。 3、据2026年4月29日公告，公司2026年一季度营收1.83亿元，同比增长18.11%；归母净利润3214.78万元，同比增长42.02%。	公司携手Ainnocence搭建AI驱动抗体亲和力成熟平台，结合公司高通量重组抗体表达生产平台，提升抗体开发CRO服务能力；前三季度净利润同比增长28.44%	2026-06-25\|62.15\|-0.51\|62.00\|62.80\|59.60\|13268;2026-06-26\|60.64\|-2.43\|61.73\|63.50\|60.60\|10094;2026-06-29\|64.74\|6.76\|60.64\|65.20\|59.43\|20525;2026-06-30\|64.56\|-0.28\|63.93\|64.80\|63.20\|15179;2026-07-01\|68.17\|5.59\|64.30\|68.85\|63.60\|26883;2026-07-02\|68.01\|-0.23\|67.84\|69.40\|67.40\|22815;2026-07-03\|69.69\|2.47\|68.58\|70.28\|67.43\|20744;2026-07-06\|70.08\|0.56\|69.69\|71.33\|69.29\|23077;2026-07-07\|67.55\|-3.61\|69.48\|69.79\|67.47\|15809;2026-07-08\|68.25\|1.04\|67.54\|69.83\|67.00\|15531;2026-07-09\|68.74\|0.72\|67.54\|69.66\|67.07\|14752;2026-07-10\|70.07\|1.93\|68.27\|71.28\|67.53\|25443;2026-07-13\|70.66\|0.84\|70.09\|72.49\|69.73\|26200;2026-07-14\|72.50\|2.60\|70.33\|72.80\|69.38\|25463;2026-07-15\|73.06\|0.77\|71.81\|77.48\|71.58\|51382;2026-07-16\|75.22\|2.96\|72.50\|76.68\|71.38\|46982;2026-07-17\|69.76\|-7.26\|74.46\|76.00\|69.50\|43589;2026-07-20\|71.50\|2.49\|69.08\|71.92\|68.60\|32729;2026-07-21\|70.36\|-1.59\|70.68\|71.20\|68.00\|28249;2026-07-22\|72.16\|2.56\|69.59\|72.72\|69.50\|29798;2026-07-23\|70.88\|-1.77\|71.62\|71.85\|69.31\|20734;2026-07-24\|68.30\|-3.64\|70.50\|71.44\|68.18\|16362;2026-07-27\|69.00\|1.02\|67.99\|70.39\|67.67\|15760;2026-07-28\|67.74\|-1.83\|68.80\|69.39\|67.23\|13099;2026-07-29\|68.73\|1.46\|67.96\|70.34\|67.81\|16799;2026-07-30\|67.02\|-2.49\|68.19\|69.29\|66.62\|14734;2026-07-31\|67.50\|0.72\|67.33\|68.57\|66.98\|11988;2026-08-03\|69.65\|3.19\|67.70\|71.17\|67.46\|23040;2026-08-04\|83.58\|20.00\|70.01\|83.58\|70.01\|102546;2026-08-05\|90.60\|8.40\|87.70\|95.00\|86.11\|142678;2026-08-06\|89.90\|-0.77\|91.23\|92.10\|87.00\|84901;2026-08-07\|107.88\|20.00\|88.85\|107.88\|88.21\|138727;2026-08-10\|113.61\|5.31\|119.25\|129.39\|113.00\|192539;2026-08-11\|118.98\|4.73\|113.62\|126.98\|111.35\|147561;2026-08-12\|116.30\|-2.25\|116.38\|122.66\|115.00\|109520;2026-08-13\|120.00\|3.18\|114.89\|128.62\|113.00\|154435;2026-08-14\|130.15\|8.46\|120.00\|132.88\|116.80\|144250;2026-08-17\|139.49\|7.18\|123.65\|139.49\|121.13\|133929;2026-08-18\|121.31\|-13.03\|138.00\|138.06\|118.00\|150192;2026-08-19\|111.88\|-7.77\|120.00\|121.00\|107.88\|142087;2026-08-20\|131.51\|17.55\|119.00\|134.26\|112.10\|210248;2026-08-21\|118.80\|-9.66\|124.31\|130.00\|117.02\|169421;2026-08-24\|110.33\|-7.13\|120.93\|121.80\|108.39\|115125;2026-08-25\|112.30\|1.79\|109.86\|114.62\|106.66\|101196;2026-08-26\|107.23\|-4.51\|113.00\|114.99\|105.21\|91654;2026-08-27\|105.90\|-1.24\|104.00\|106.76\|103.40\|72324;2026-08-28\|101.91\|-3.77\|104.37\|104.98\|101.31\|64535;2026-08-31\|97.76\|-4.07\|98.00\|99.76\|96.00\|68753;2026-09-01\|96.59\|-1.20\|97.53\|98.20\|95.72\|52248;2026-09-02\|94.57\|-2.09\|97.64\|98.20\|94.00\|52825;2026-09-03\|94.66\|0.10\|96.27\|96.27\|92.69\|41531;2026-09-04\|91.94\|-2.87\|94.76\|95.27\|91.30\|37056;2026-09-07\|93.31\|1.49\|91.52\|93.77\|91.40\|41040;2026-09-08\|99.63\|6.77\|93.17\|104.00\|91.28\|115026;2026-09-09\|101.80\|2.18\|98.00\|102.62\|95.82\|87556;2026-09-10\|96.01\|-5.69\|99.98\|100.69\|94.18\|67681;2026-09-11\|92.55\|-3.60\|94.87\|95.62\|91.08\|50082;2026-09-14\|103.26\|11.57\|93.50\|106.00\|92.50\|94422;2026-09-15\|101.00\|-2.19\|103.58\|105.00\|100.00\|62110;2026-09-16\|101.89\|0.88\|101.07\|103.45\|98.11\|57036;2026-09-17\|108.16\|6.15\|101.52\|112.80\|101.38\|98180;2026-09-18\|114.07\|5.46\|108.58\|118.17\|107.25\|102307;2026-09-21\|117.34\|3.78\|116.00\|122.00\|111.78\|114680;2026-09-22\|136.22\|16.09\|113.00\|140.81\|113.00\|184429;2026-09-23\|150.00\|10.12\|142.49\|154.00\|137.30\|147764;2026-09-24\|146.86\|-2.09\|155.00\|158.88\|146.22\|123663;2026-09-28\|146.00\|-0.59\|154.00\|157.58\|143.01\|113006;2026-09-29\|143.26\|-1.88\|138.06\|152.50\|137.35\|104924;2026-09-30\|159.00\|10.99\|142.89\|165.00\|142.89\|145689;2026-10-08\|147.77\|-7.06\|153.10\|155.00\|136.66\|116518;2026-10-09\|147.12\|-0.44\|145.03\|151.25\|141.00\|107016;2026-10-12\|138.11\|-6.12\|149.91\|150.00\|133.00\|107673;2026-10-13\|134.32\|-2.74\|133.45\|136.88\|128.94\|93538;2026-10-14\|131.68\|-1.97\|134.24\|138.69\|131.47\|67201;2026-10-15\|123.83\|-5.96\|130.00\|132.69\|123.09\|87236;2026-10-16\|115.62\|-6.63\|126.32\|133.80\|114.15\|95662;2026-10-19\|110.87\|-4.11\|113.02\|117.50\|105.00\|87250;2026-10-20\|112.85\|1.79\|108.60\|114.98\|106.31\|64444;2026-10-21\|111.40\|-1.28\|113.45\|117.50\|110.76\|62463;2026-10-22\|103.94\|-6.70\|111.78\|112.00\|103.90\|53684;2026-10-23\|103.67\|-0.26\|102.00\|104.50\|96.79\|61242;2026-10-26\|108.75\|4.90\|102.00\|112.00\|101.05\|92233;2026-10-27\|101.50\|-6.67\|108.40\|108.75\|101.40\|74602;2026-10-28\|118.99\|17.23\|103.53\|121.80\|102.76\|126927;2026-10-29\|114.03\|-4.17\|119.01\|120.88\|113.90\|88975;2026-10-30\|117.44\|2.99\|112.50\|126.00\|108.78\|130383;2026-11-02\|114.02\|-2.91\|112.51\|118.70\|107.22\|98708;2026-11-03\|99.22\|-12.98\|110.07\|110.97\|98.41\|105545;2026-11-04\|111.00\|11.87\|99.22\|112.51\|97.27\|113921
134530	三季报密集披露	ADC创新药+CDMO+在手订单增长行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年6月8日投资者关系活动记录表，公司重庆皓元抗体偶联CDMO基地已顺利投入运营并通过欧盟QP审计，2025年公司锚定ADC创新药高壁垒赛道，ADC业务签单趋势良好，为后续业绩增长提供强劲动能。 2、据2026年6月16日互动易，截至2026年一季度末，公司已储备超150种Payload与500余种Linker，已为超1700家客户ADC研发提供支持，助力完成80余个CMC项目，其中6个项目推进至BLA申报阶段，1个项目实现商业化落地。 3、据2026年6月8日投资者关系活动记录表，截至2026年一季度末，公司后端业务在手订单规模提升至8.6亿元，已连续六个季度实现环比正增长，为2026年全年业绩的稳健增长奠定坚实基础。	国内最具研究开发能力的高难度化学药物合成技术平台之一，覆盖了小分子创新药仿制药研发产业链；第三季度净利润同比增长62.1%	2026-06-25\|91.20\|0.37\|89.99\|93.00\|88.30\|98744;2026-06-26\|90.15\|-1.15\|92.00\|96.04\|90.00\|85174;2026-06-29\|98.11\|8.83\|90.16\|99.97\|89.11\|140312;2026-06-30\|94.60\|-3.58\|96.51\|97.47\|93.80\|106919;2026-07-01\|95.50\|0.95\|94.50\|96.00\|89.46\|109263;2026-07-02\|92.48\|-3.16\|94.90\|99.90\|91.75\|90276;2026-07-03\|91.99\|-0.53\|93.50\|95.20\|89.28\|77632;2026-07-06\|92.27\|0.30\|91.90\|96.87\|90.10\|87761;2026-07-07\|87.05\|-5.66\|91.00\|91.43\|85.85\|79773;2026-07-08\|82.88\|-4.79\|87.13\|88.14\|82.60\|66071;2026-07-09\|84.80\|2.32\|82.40\|86.37\|81.81\|53863;2026-07-10\|87.82\|3.56\|83.96\|90.27\|83.30\|75653;2026-07-13\|82.40\|-6.01\|87.43\|87.83\|82.20\|68089;2026-07-14\|86.40\|4.85\|83.00\|87.35\|80.50\|67991;2026-07-15\|91.40\|5.79\|87.12\|93.80\|86.40\|98096;2026-07-16\|85.50\|-6.46\|89.00\|90.00\|84.00\|86269;2026-07-17\|71.11\|-16.83\|84.00\|85.93\|71.11\|105515;2026-07-20\|73.60\|3.50\|71.70\|75.45\|71.00\|79104;2026-07-21\|72.88\|-0.98\|73.60\|73.60\|67.00\|85782;2026-07-22\|71.00\|-2.58\|71.47\|74.88\|70.29\|62629;2026-07-23\|69.95\|-1.48\|70.98\|72.96\|69.69\|46736;2026-07-24\|68.15\|-2.57\|69.00\|70.70\|67.88\|36797;2026-07-27\|73.86\|8.38\|68.14\|74.45\|68.01\|61439;2026-07-28\|70.35\|-4.75\|73.58\|74.50\|70.00\|34749;2026-07-29\|78.00\|10.87\|71.10\|78.90\|70.38\|83361;2026-07-30\|76.35\|-2.12\|78.00\|78.00\|73.55\|56651;2026-07-31\|77.72\|1.79\|75.98\|79.85\|75.09\|49293;2026-08-03\|75.18\|-3.27\|76.88\|78.48\|74.58\|32589;2026-08-04\|81.00\|7.74\|76.69\|82.66\|76.30\|58811;2026-08-05\|80.52\|-0.59\|81.00\|83.10\|79.70\|42484;2026-08-06\|80.37\|-0.19\|81.89\|81.99\|79.33\|34323;2026-08-07\|94.50\|17.58\|80.00\|95.00\|80.00\|123287;2026-08-10\|97.73\|3.42\|94.65\|100.69\|94.00\|106323;2026-08-11\|95.00\|-2.79\|96.80\|100.18\|94.50\|93659;2026-08-12\|94.10\|-0.95\|93.67\|97.49\|93.67\|60624;2026-08-13\|98.97\|5.18\|94.95\|102.60\|94.20\|97624;2026-08-14\|100.08\|1.12\|99.66\|101.39\|97.18\|62852;2026-08-17\|100.42\|0.34\|99.20\|100.89\|97.80\|49316;2026-08-18\|100.40\|-0.02\|100.25\|100.79\|97.50\|62052;2026-08-19\|97.00\|-3.39\|100.40\|103.45\|96.70\|77429;2026-08-20\|100.09\|3.19\|102.61\|104.44\|99.15\|86253;2026-08-21\|97.39\|-2.70\|98.46\|99.80\|96.30\|63455;2026-08-24\|91.66\|-5.88\|97.51\|98.16\|90.90\|59871;2026-08-25\|98.02\|6.94\|91.38\|98.89\|90.60\|70416;2026-08-26\|97.39\|-0.64\|99.88\|102.30\|95.90\|58476;2026-08-27\|96.27\|-1.15\|97.01\|98.30\|95.39\|47454;2026-08-28\|93.58\|-2.79\|96.20\|96.87\|93.52\|34101;2026-08-31\|93.00\|-0.62\|92.45\|93.93\|90.66\|42133;2026-09-01\|92.10\|-0.97\|92.86\|93.86\|90.68\|33998;2026-09-02\|92.11\|0.01\|92.07\|93.63\|90.91\|36829;2026-09-03\|91.95\|-0.17\|92.34\|93.86\|90.28\|28177;2026-09-04\|88.83\|-3.39\|92.74\|92.89\|88.01\|35413;2026-09-07\|89.05\|0.25\|89.20\|89.83\|88.12\|24250;2026-09-08\|94.67\|6.31\|89.08\|96.40\|88.51\|60588;2026-09-09\|93.74\|-0.98\|94.37\|95.39\|92.88\|31850;2026-09-10\|90.77\|-3.17\|93.54\|93.54\|89.83\|30742;2026-09-11\|87.28\|-3.84\|90.17\|90.38\|85.20\|36295;2026-09-14\|90.29\|3.45\|85.79\|91.65\|85.22\|40737;2026-09-15\|90.76\|0.52\|90.43\|91.77\|89.38\|24981;2026-09-16\|92.52\|1.94\|91.31\|93.02\|90.35\|26838;2026-09-17\|94.13\|1.74\|91.33\|95.79\|91.21\|37201;2026-09-18\|98.79\|4.95\|95.13\|100.76\|94.35\|57393;2026-09-21\|102.18\|3.53\|99.98\|103.20\|98.82\|47019;2026-09-22\|100.48\|-1.66\|100.86\|102.88\|97.61\|56941;2026-09-23\|110.37\|9.84\|102.30\|111.00\|101.10\|105779;2026-09-24\|103.54\|-6.19\|110.00\|111.30\|103.33\|67748;2026-09-28\|100.48\|-2.96\|104.00\|105.97\|99.07\|51586;2026-09-29\|97.60\|-2.87\|99.95\|104.27\|96.80\|59560;2026-09-30\|99.47\|1.92\|97.88\|101.98\|96.32\|56089;2026-10-08\|94.15\|-5.35\|99.07\|99.57\|93.49\|65721;2026-10-09\|93.16\|-1.05\|94.53\|95.68\|89.00\|58282;2026-10-12\|91.00\|-2.32\|93.60\|94.58\|90.00\|52988;2026-10-13\|88.36\|-2.90\|90.05\|90.09\|84.71\|59366;2026-10-14\|87.51\|-0.96\|88.74\|90.72\|87.20\|32536;2026-10-15\|86.15\|-1.55\|86.26\|88.46\|84.90\|42441;2026-10-16\|81.43\|-5.48\|87.99\|89.49\|79.27\|59877;2026-10-19\|83.55\|2.60\|80.99\|84.90\|78.60\|57159;2026-10-20\|86.25\|3.23\|83.18\|87.20\|81.60\|48770;2026-10-21\|85.86\|-0.45\|87.80\|87.87\|85.30\|24186;2026-10-22\|82.02\|-4.47\|85.86\|86.96\|80.89\|36787;2026-10-23\|83.99\|2.40\|81.10\|84.63\|78.86\|41664;2026-10-26\|82.78\|-1.44\|84.30\|84.48\|81.70\|34967;2026-10-27\|77.81\|-6.00\|84.30\|84.94\|77.81\|51938;2026-10-28\|83.37\|7.15\|79.23\|85.77\|79.00\|46753;2026-10-29\|83.12\|-0.30\|83.50\|85.08\|81.55\|31448;2026-10-30\|92.09\|10.79\|85.80\|97.00\|83.50\|108131;2026-11-02\|93.70\|1.75\|91.00\|95.54\|90.44\|67943;2026-11-03\|89.88\|-4.08\|92.77\|93.48\|89.60\|40765;2026-11-04\|100.80\|12.15\|90.27\|101.82\|89.66\|7731311
134529	三季报密集披露	三季报高增+洁净室设备+海外扩产行业原因： 1、SK海力士预计存储市场供不应求格局将持续至2030年，公司DRAM和HBM到2029年的产能已全部售罄。韩股SK海力士午后涨超5%，大规模回购推动股价上涨。 2、长鑫科技第三季度营收同比增613.18%，全球DRAM供不应求、量价齐升叠加单位成本下降。公司原因： 1、据2026年10月31日三季报，第三季度营收6.21亿元，同比增长12.56%；归母净利润7174.05万元，同比增长67.36%。据华泰证券2026年10月31日研报，第三季度毛利率同环比大幅改善。 2、据2026年8月29日半年报，公司主营业务聚焦半导体超洁净厂房，是半导体领域洁净装备和耗材的国产化龙头企业，产品覆盖海内外知名半导体企业。 3、据2026年10月12日投资者关系活动记录表，2026年上半年耗材收入占比约30%，毛利率约30%至40%，高于设备类；公司加速布局东南亚、欧洲、南亚和中东，积极布局海外产能，在手订单饱满。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品；第三季度净利润同比增长67.36%	2026-11-04\|53.60\|13.08\|48.00\|56.88\|47.59\|5221356
134528	三季报密集披露		1、公司目前已有应用于机器人，包括工业控制机械臂、教育机器人等多领域，可发挥智能控制连接作用； 2、公司的ESP32芯片可以用于MR产业链、AI玩具“显眼包”等，第三季度净利润预增83%-98%	2026-06-25\|124.23\|0.55\|123.78\|124.79\|120.37\|81989;2026-06-26\|118.00\|-5.01\|122.43\|123.77\|115.78\|74664;2026-06-29\|115.89\|-1.79\|117.01\|120.47\|110.95\|78870;2026-06-30\|127.92\|10.38\|116.86\|128.30\|115.55\|118333;2026-07-01\|126.76\|-0.91\|129.00\|133.00\|124.81\|92974;2026-07-02\|122.99\|-2.97\|122.95\|129.79\|120.30\|89478;2026-07-03\|120.11\|-2.34\|122.87\|125.85\|119.80\|83623;2026-07-06\|115.64\|-3.72\|121.10\|122.03\|111.11\|102800;2026-07-07\|116.00\|0.31\|114.38\|124.60\|112.58\|98341;2026-07-08\|118.31\|1.99\|118.50\|122.48\|116.68\|104591;2026-07-09\|121.30\|2.53\|118.80\|121.67\|115.09\|90801;2026-07-10\|123.77\|2.04\|122.06\|131.77\|121.51\|128366;2026-07-13\|125.80\|1.64\|121.70\|133.07\|121.38\|135713;2026-07-14\|120.65\|-4.09\|126.60\|129.50\|115.68\|132221;2026-07-15\|116.91\|-3.10\|121.58\|121.80\|112.64\|95730;2026-07-16\|120.61\|3.16\|116.91\|127.76\|116.91\|123890;2026-07-17\|103.88\|-13.87\|119.07\|122.05\|103.56\|142248;2026-07-20\|102.17\|-1.65\|103.88\|106.46\|98.67\|91905;2026-07-21\|106.00\|3.75\|103.48\|106.00\|98.56\|97487;2026-07-22\|112.47\|6.10\|104.02\|115.00\|103.60\|124328;2026-07-23\|103.92\|-7.60\|111.60\|112.50\|103.72\|97480;2026-07-24\|105.16\|1.19\|101.10\|108.20\|99.88\|78094;2026-07-27\|104.23\|-0.88\|104.00\|104.60\|100.00\|63269;2026-07-28\|98.89\|-5.12\|101.90\|103.50\|98.17\|58077;2026-07-29\|97.28\|-1.63\|98.88\|102.87\|96.50\|71436;2026-07-30\|91.88\|-5.55\|96.04\|96.58\|89.02\|87803;2026-07-31\|102.70\|11.78\|98.00\|104.80\|98.00\|112126;2026-08-03\|103.70\|0.97\|102.69\|109.38\|100.50\|80498;2026-08-04\|105.38\|1.62\|105.38\|106.35\|102.50\|60981;2026-08-05\|110.69\|5.04\|105.37\|111.50\|104.38\|87054;2026-08-06\|111.02\|0.30\|109.33\|112.60\|108.01\|66700;2026-08-07\|112.06\|0.94\|110.24\|113.12\|109.36\|53189;2026-08-10\|111.00\|-0.95\|111.35\|112.07\|109.00\|41660;2026-08-11\|114.47\|3.13\|110.00\|117.77\|109.48\|57550;2026-08-12\|114.10\|-0.32\|114.00\|114.98\|112.50\|37542;2026-08-13\|112.00\|-1.84\|115.50\|116.77\|111.57\|49153;2026-08-14\|112.00\|0.00\|112.32\|115.66\|111.10\|43844;2026-08-17\|114.40\|2.14\|112.00\|114.63\|111.31\|44000;2026-08-18\|113.58\|-0.72\|113.80\|114.60\|111.93\|46910;2026-08-19\|110.83\|-2.42\|111.95\|113.78\|109.27\|53179;2026-08-20\|112.20\|1.24\|112.00\|114.12\|109.81\|36944;2026-08-21\|112.21\|0.01\|111.32\|112.80\|109.31\|27724;2026-08-24\|108.31\|-3.48\|112.20\|112.20\|106.11\|36679;2026-08-25\|109.00\|0.64\|106.88\|111.41\|106.80\|26370;2026-08-26\|111.65\|2.43\|108.40\|112.48\|108.40\|34553;2026-08-27\|113.22\|1.41\|112.05\|113.78\|111.10\|34383;2026-08-28\|115.88\|2.35\|113.00\|117.64\|112.03\|50484;2026-08-31\|125.69\|8.47\|114.21\|126.28\|114.21\|85553;2026-09-01\|124.02\|-1.33\|124.99\|127.17\|123.90\|55821;2026-09-02\|117.81\|-5.01\|123.62\|123.80\|117.57\|47703;2026-09-03\|116.39\|-1.21\|118.80\|120.50\|115.45\|34128;2026-09-04\|111.50\|-4.20\|117.50\|118.00\|110.69\|48704;2026-09-07\|113.81\|2.07\|112.28\|114.71\|110.10\|41063;2026-09-08\|111.13\|-2.35\|113.28\|113.75\|110.40\|29357;2026-09-09\|108.38\|-2.47\|110.57\|111.65\|108.12\|29157;2026-09-10\|105.42\|-2.73\|107.85\|107.85\|104.60\|39866;2026-09-11\|103.65\|-1.68\|104.18\|105.32\|101.69\|30530;2026-09-14\|102.80\|-0.82\|102.55\|103.34\|101.05\|19758;2026-09-15\|102.60\|-0.19\|102.73\|104.00\|102.31\|20988;2026-09-16\|104.82\|2.16\|102.37\|104.96\|101.53\|33763;2026-09-17\|104.18\|-0.61\|103.93\|105.35\|103.33\|24952;2026-09-18\|112.11\|7.61\|105.73\|114.35\|105.60\|76491;2026-09-21\|112.30\|0.17\|113.00\|113.17\|110.68\|36425;2026-09-22\|123.60\|10.06\|114.68\|125.85\|114.61\|130122;2026-09-23\|122.23\|-1.11\|123.95\|124.88\|120.96\|66556;2026-09-24\|118.64\|-2.94\|121.89\|122.78\|118.64\|35536;2026-09-28\|115.70\|-2.48\|118.56\|119.10\|114.58\|41772;2026-09-29\|115.79\|0.08\|115.52\|116.99\|113.27\|41528;2026-09-30\|115.08\|-0.61\|116.28\|118.49\|114.20\|43900;2026-10-08\|117.65\|2.23\|121.00\|124.88\|116.65\|109787;2026-10-09\|116.90\|-0.64\|116.68\|121.68\|113.87\|66448;2026-10-12\|111.70\|-4.45\|117.20\|117.21\|111.61\|49098;2026-10-13\|107.42\|-3.83\|108.97\|109.89\|104.35\|66297;2026-10-14\|122.46\|14.00\|114.70\|124.61\|112.68\|152372;2026-10-15\|121.05\|-1.15\|119.05\|126.80\|118.07\|123994;2026-10-16\|118.43\|-2.16\|124.00\|126.78\|117.07\|77629;2026-10-19\|120.42\|1.68\|117.00\|121.60\|115.40\|75028;2026-10-20\|140.72\|16.86\|118.98\|142.42\|118.03\|183673;2026-10-21\|145.86\|3.65\|142.24\|148.80\|140.02\|166799;2026-10-22\|141.36\|-3.09\|145.13\|146.99\|141.04\|90870;2026-10-23\|154.36\|9.20\|140.33\|156.24\|136.31\|174727;2026-10-26\|143.33\|-7.15\|151.50\|152.80\|142.40\|155026;2026-10-27\|138.00\|-3.72\|144.53\|145.51\|137.97\|95036;2026-10-28\|142.55\|3.30\|140.50\|146.50\|136.22\|109074;2026-10-29\|134.42\|-5.70\|139.56\|140.80\|131.69\|87126;2026-10-30\|131.60\|-2.10\|129.98\|140.58\|129.92\|86289;2026-11-02\|135.64\|3.07\|133.00\|139.58\|128.05\|96988;2026-11-03\|136.70\|0.78\|132.96\|144.30\|132.49\|104143;2026-11-04\|155.26\|13.58\|138.06\|155.33\|135.00\|16146660
134527	三季报密集披露	模拟芯片+数字电源+机器人传感行业原因： 1、Anthropic招股书带来的情绪修复延续至第二个交易日，隔夜费城半导体指数收涨3.6%。 2、SK海力士预计存储市场供不应求格局将持续至2030年，公司DRAM和HBM到2029年的产能已全部售罄，公司韩国股票绩后大涨10%。公司原因： 1、据2026年3月14日年报，公司主营高性能模拟及数模混合集成电路设计和销售，产品涵盖电源管理、电机驱动、电池管理、信号链及微控制器芯片。 2、据2026年8月15日半年报，公司推出面向服务器及数据中心等大功率应用的全栈数字电源方案，相关大功率电源、同步整流器及传感器芯片收入同比增长126.80%。 3、据2026年3月20日投资者关系活动记录表，公司在人形机器人领域已有小批量出货，产品包括磁传感器、磁编码器。	1、公司主营高性能模拟及数模混合集成电路设计和销售，产品涵盖电源管理、电机驱动、电池管理、信号链及微控制器芯片；第三季度营收创历史新高，扣非后净利润同比大增4375.82%； 2、公司推出面向服务器及数据中心等大功率应用的全栈数字电源方案，相关大功率电源、同步整流器及传感器芯片； 3、公司在人形机器人领域已有小批量出货，产品包括磁传感器、磁编码器	2026-06-25\|80.00\|-0.41\|81.04\|83.00\|78.81\|22741;2026-06-26\|78.29\|-2.14\|79.00\|80.99\|77.09\|22332;2026-06-29\|76.36\|-2.47\|78.00\|79.73\|72.84\|23629;2026-06-30\|80.78\|5.79\|76.40\|81.10\|76.02\|27337;2026-07-01\|78.80\|-2.45\|81.30\|83.25\|78.01\|29476;2026-07-02\|75.50\|-4.19\|76.96\|79.99\|74.02\|22415;2026-07-03\|73.50\|-2.65\|74.71\|76.78\|73.03\|21678;2026-07-06\|72.00\|-2.04\|74.00\|74.86\|69.04\|20520;2026-07-07\|70.96\|-1.44\|69.29\|73.59\|69.03\|19676;2026-07-08\|70.62\|-0.48\|69.33\|73.58\|67.78\|21495;2026-07-09\|72.95\|3.30\|71.41\|73.21\|68.50\|21637;2026-07-10\|71.31\|-2.25\|72.63\|77.77\|71.00\|23642;2026-07-13\|63.03\|-11.61\|69.81\|70.99\|62.09\|29114;2026-07-14\|63.15\|0.19\|63.73\|65.00\|59.41\|24194;2026-07-15\|61.57\|-2.50\|64.20\|65.18\|60.73\|21305;2026-07-16\|57.48\|-6.64\|60.33\|62.36\|57.48\|21521;2026-07-17\|52.00\|-9.53\|56.85\|58.50\|50.12\|24307;2026-07-20\|47.99\|-7.71\|54.13\|54.59\|47.05\|24351;2026-07-21\|51.85\|8.04\|48.89\|52.47\|42.01\|37064;2026-07-22\|51.18\|-1.29\|51.25\|53.70\|50.66\|26757;2026-07-23\|49.85\|-2.60\|52.10\|52.72\|49.01\|19994;2026-07-24\|49.92\|0.14\|48.72\|50.99\|48.72\|19633;2026-07-27\|52.49\|5.15\|49.25\|52.50\|48.50\|24522;2026-07-28\|48.37\|-7.85\|51.39\|52.55\|47.80\|24870;2026-07-29\|47.57\|-1.65\|48.37\|49.09\|45.61\|20030;2026-07-30\|44.56\|-6.33\|47.46\|47.48\|44.00\|19497;2026-07-31\|46.80\|5.03\|47.86\|49.28\|46.80\|19223;2026-08-03\|46.19\|-1.30\|46.37\|48.93\|45.60\|29865;2026-08-04\|49.09\|6.28\|46.44\|49.52\|46.29\|18489;2026-08-05\|51.53\|4.97\|49.33\|52.12\|48.65\|19108;2026-08-06\|53.02\|2.89\|50.45\|53.20\|50.20\|17089;2026-08-07\|56.18\|5.96\|53.00\|57.20\|52.44\|27505;2026-08-10\|55.00\|-2.10\|57.30\|57.30\|53.70\|20042;2026-08-11\|55.40\|0.73\|54.35\|57.09\|53.91\|19757;2026-08-12\|58.41\|5.43\|54.29\|58.95\|54.29\|22543;2026-08-13\|62.00\|6.15\|59.57\|67.65\|58.43\|45245;2026-08-14\|62.36\|0.58\|61.62\|63.08\|60.80\|28070;2026-08-17\|63.87\|2.42\|63.32\|64.28\|60.95\|38045;2026-08-18\|66.21\|3.66\|63.86\|68.55\|63.18\|32918;2026-08-19\|60.96\|-7.93\|64.11\|65.58\|60.39\|28346;2026-08-20\|61.26\|0.49\|61.18\|63.17\|60.01\|30126;2026-08-21\|60.10\|-1.89\|60.53\|61.40\|59.18\|27888;2026-08-24\|58.00\|-3.49\|59.68\|60.46\|56.42\|20054;2026-08-25\|57.91\|-0.16\|57.00\|58.20\|54.74\|16977;2026-08-26\|56.82\|-1.88\|57.34\|59.06\|55.71\|16563;2026-08-27\|59.09\|4.00\|57.15\|59.67\|56.55\|20784;2026-08-28\|57.91\|-2.00\|58.50\|60.37\|57.90\|15663;2026-08-31\|60.57\|4.59\|57.02\|61.00\|56.52\|21853;2026-09-01\|57.04\|-5.83\|60.00\|60.39\|56.50\|28847;2026-09-02\|56.23\|-1.42\|56.30\|57.70\|55.83\|17668;2026-09-03\|56.25\|0.04\|56.63\|57.36\|55.51\|16486;2026-09-04\|55.28\|-1.72\|57.48\|58.88\|54.71\|20083;2026-09-07\|55.24\|-0.07\|55.88\|56.38\|54.90\|16879;2026-09-08\|54.53\|-1.29\|55.68\|55.98\|54.18\|14188;2026-09-09\|55.03\|0.92\|54.65\|56.64\|54.22\|16190;2026-09-10\|54.00\|-1.87\|54.51\|54.89\|53.75\|11309;2026-09-11\|52.90\|-2.04\|53.40\|53.87\|51.20\|12243;2026-09-14\|54.42\|2.87\|52.90\|54.45\|51.75\|12997;2026-09-15\|54.30\|-0.22\|54.66\|55.66\|53.65\|12224;2026-09-16\|59.65\|9.85\|54.72\|60.30\|53.76\|26407;2026-09-17\|58.75\|-1.51\|59.18\|60.70\|58.55\|18178;2026-09-18\|60.35\|2.72\|59.99\|61.01\|59.30\|18042;2026-09-21\|60.10\|-0.41\|59.91\|60.91\|59.41\|14657;2026-09-22\|60.23\|0.22\|61.48\|61.83\|60.16\|17005;2026-09-23\|62.20\|3.27\|60.44\|62.70\|60.20\|17276;2026-09-24\|60.58\|-2.60\|61.78\|62.57\|60.42\|15135;2026-09-28\|56.95\|-5.99\|60.88\|61.23\|56.07\|22948;2026-09-29\|57.40\|0.79\|57.26\|57.97\|56.30\|20230;2026-09-30\|55.20\|-3.83\|57.21\|57.98\|54.88\|14239;2026-10-08\|53.35\|-3.35\|55.24\|58.12\|52.90\|25011;2026-10-09\|52.01\|-2.51\|53.90\|53.90\|49.30\|26135;2026-10-12\|51.20\|-1.56\|51.89\|53.30\|50.52\|21652;2026-10-13\|51.31\|0.21\|50.40\|51.80\|47.86\|19002;2026-10-14\|49.90\|-2.75\|51.53\|51.53\|49.50\|15959;2026-10-15\|47.89\|-4.03\|48.20\|49.08\|47.30\|16802;2026-10-16\|47.47\|-0.88\|49.00\|49.89\|47.00\|12595;2026-10-19\|46.55\|-1.94\|46.53\|47.66\|45.44\|17295;2026-10-20\|47.95\|3.01\|46.55\|49.00\|46.35\|14176;2026-10-21\|48.08\|0.27\|49.78\|50.73\|47.63\|16687;2026-10-22\|46.40\|-3.49\|47.64\|48.92\|46.29\|15333;2026-10-23\|47.81\|3.04\|45.20\|48.20\|42.70\|22969;2026-10-26\|47.26\|-1.15\|47.82\|48.63\|46.52\|21394;2026-10-27\|46.56\|-1.48\|47.21\|48.76\|46.56\|19160;2026-10-28\|55.87\|20.00\|47.17\|55.87\|46.60\|47065;2026-10-29\|51.56\|-7.71\|56.00\|56.00\|51.00\|57742;2026-10-30\|61.87\|20.00\|56.35\|61.87\|56.35\|49792;2026-11-02\|59.98\|-3.05\|60.76\|61.93\|54.24\|100383;2026-11-03\|53.10\|-11.47\|59.31\|59.31\|52.71\|70083;2026-11-04\|60.35\|13.65\|54.00\|61.20\|52.39\|8228589
134526	三季报密集披露	半导体测试设备+存储芯片+中报预增行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据2026年7月5日投资者关系活动记录表，公司全资子公司香港联动拟以1000万美元收购Northstar Technologies Limited 100%股权，标的公司自研ATE平台支持存储EEPROM、NORFLASH和NAND等芯片量产测试，填补公司存储测试业务缺口。 2、据2025年年报及2026年6月4日投资者关系活动记录表，公司主营半导体后道封装测试设备，QT-8400系列测试平台用于IGBT及第三代半导体碳化硅和氮化镓功率器件测试，QT-4000系列为国内功率器件测试能力和功能模块覆盖面最广的供应商之一。 3、据2026年7月7日公告，公司预计2026年上半年归母净利润2100万元至2900万元，同比增长73.39%至139.44%，主要得益于AI、新能源汽车等下游需求强劲，在手订单充裕。	公司主营半导体自动化测试系统、激光打标设备及其他机电一体化设备，前三季度净利润同比增长196.44%	2026-06-25\|232.59\|0.47\|233.50\|239.50\|225.00\|28364;2026-06-26\|224.53\|-3.47\|232.15\|234.80\|220.00\|23288;2026-06-29\|229.29\|2.12\|226.14\|239.98\|216.05\|30030;2026-06-30\|245.00\|6.85\|230.01\|245.98\|225.32\|30887;2026-07-01\|238.00\|-2.86\|242.18\|260.54\|234.85\|28868;2026-07-02\|223.16\|-6.24\|218.90\|237.98\|218.90\|24643;2026-07-03\|216.50\|-2.98\|223.20\|228.73\|212.44\|20340;2026-07-06\|224.18\|3.55\|229.00\|235.90\|213.00\|26047;2026-07-07\|219.00\|-2.31\|222.00\|225.43\|212.00\|17918;2026-07-08\|235.50\|7.53\|220.01\|253.18\|219.80\|44625;2026-07-09\|241.77\|2.66\|238.08\|244.36\|220.00\|41217;2026-07-10\|221.39\|-8.43\|236.01\|247.99\|221.00\|39027;2026-07-13\|202.43\|-8.56\|218.28\|228.00\|201.05\|31852;2026-07-14\|204.99\|1.26\|202.43\|216.00\|195.30\|29192;2026-07-15\|189.47\|-7.57\|209.97\|214.88\|187.11\|30445;2026-07-16\|174.38\|-7.96\|188.32\|191.86\|171.20\|23745;2026-07-17\|148.00\|-15.13\|175.00\|175.32\|147.08\|32390;2026-07-20\|129.80\|-12.30\|153.11\|156.00\|126.00\|45778;2026-07-21\|155.76\|20.00\|132.13\|155.76\|120.06\|51135;2026-07-22\|146.94\|-5.66\|155.49\|160.00\|144.53\|39327;2026-07-23\|139.41\|-5.12\|147.69\|153.15\|138.01\|23476;2026-07-24\|138.15\|-0.90\|135.90\|142.25\|135.23\|28644;2026-07-27\|140.20\|1.48\|138.17\|141.46\|132.98\|24239;2026-07-28\|132.59\|-5.43\|137.65\|142.58\|131.21\|22133;2026-07-29\|122.46\|-7.64\|132.61\|133.48\|115.76\|31324;2026-07-30\|108.20\|-11.64\|121.63\|122.46\|106.88\|36015;2026-07-31\|112.83\|4.28\|121.47\|121.87\|112.83\|28097;2026-08-03\|109.41\|-3.03\|113.27\|114.26\|107.88\|23653;2026-08-04\|120.20\|9.86\|110.84\|121.46\|109.00\|24425;2026-08-05\|130.39\|8.48\|120.05\|132.88\|117.80\|26476;2026-08-06\|135.24\|3.72\|128.00\|137.32\|125.63\|27165;2026-08-07\|137.86\|1.94\|135.00\|141.00\|131.98\|25592;2026-08-10\|137.20\|-0.48\|138.00\|139.93\|133.25\|24358;2026-08-11\|133.63\|-2.60\|134.91\|137.70\|131.10\|22898;2026-08-12\|144.55\|8.17\|133.58\|146.00\|133.00\|32702;2026-08-13\|142.21\|-1.62\|146.43\|150.97\|141.85\|34158;2026-08-14\|141.98\|-0.16\|143.26\|145.64\|138.90\|24238;2026-08-17\|146.69\|3.32\|143.07\|147.76\|141.98\|24210;2026-08-18\|150.75\|2.77\|145.69\|151.58\|144.42\|27671;2026-08-19\|132.86\|-11.87\|145.43\|147.43\|131.43\|31050;2026-08-20\|134.60\|1.31\|135.03\|136.99\|131.20\|19412;2026-08-21\|134.50\|-0.07\|132.90\|137.56\|130.75\|16298;2026-08-24\|131.09\|-2.54\|131.83\|136.00\|126.20\|20699;2026-08-25\|129.67\|-1.08\|128.02\|131.08\|122.00\|19513;2026-08-26\|129.60\|-0.05\|131.00\|134.28\|125.62\|18924;2026-08-27\|142.77\|10.16\|130.00\|143.87\|130.00\|31252;2026-08-28\|135.75\|-4.92\|142.69\|143.34\|135.75\|24730;2026-08-31\|138.30\|1.88\|132.68\|138.98\|130.82\|18272;2026-09-01\|131.69\|-4.78\|137.60\|139.14\|130.78\|17801;2026-09-02\|128.50\|-2.42\|129.00\|131.65\|126.78\|14491;2026-09-03\|129.08\|0.45\|129.81\|133.38\|127.16\|13896;2026-09-04\|121.95\|-5.52\|130.00\|131.80\|120.50\|17207;2026-09-07\|128.08\|5.03\|123.93\|131.01\|122.93\|22970;2026-09-08\|126.17\|-1.49\|127.43\|130.50\|124.90\|15754;2026-09-09\|126.09\|-0.06\|127.27\|130.50\|125.02\|14806;2026-09-10\|124.90\|-0.94\|125.68\|127.67\|123.13\|12581;2026-09-11\|122.80\|-1.68\|123.30\|124.67\|117.56\|17254;2026-09-14\|124.72\|1.56\|121.00\|126.63\|119.02\|14931;2026-09-15\|126.45\|1.39\|123.52\|129.72\|123.02\|18681;2026-09-16\|132.30\|4.63\|128.01\|135.79\|124.89\|24621;2026-09-17\|131.19\|-0.84\|130.96\|133.69\|130.01\|16049;2026-09-18\|138.35\|5.46\|134.89\|140.00\|131.90\|26778;2026-09-21\|136.30\|-1.48\|138.84\|141.00\|135.55\|20394;2026-09-22\|137.23\|0.68\|138.74\|146.66\|136.07\|28859;2026-09-23\|155.59\|13.38\|137.23\|157.99\|137.00\|52597;2026-09-24\|149.41\|-3.86\|153.40\|155.36\|141.24\|61979;2026-09-28\|139.51\|-6.63\|146.45\|150.80\|139.08\|54983;2026-09-29\|141.01\|1.08\|139.19\|144.40\|138.71\|29486;2026-09-30\|137.73\|-2.33\|142.00\|147.99\|137.50\|31490;2026-10-08\|124.50\|-9.61\|136.69\|137.36\|123.12\|31853;2026-10-09\|116.50\|-6.43\|122.74\|124.00\|109.00\|37733;2026-10-12\|111.17\|-4.58\|116.50\|116.63\|110.64\|26949;2026-10-13\|111.31\|0.13\|107.49\|112.68\|102.51\|22268;2026-10-14\|106.90\|-3.96\|111.15\|111.91\|106.90\|14103;2026-10-15\|100.50\|-5.99\|100.00\|103.88\|97.49\|23114;2026-10-16\|97.90\|-2.59\|104.99\|105.88\|96.40\|22782;2026-10-19\|95.01\|-2.95\|96.89\|97.58\|90.16\|24609;2026-10-20\|96.50\|1.57\|94.06\|100.88\|93.50\|21887;2026-10-21\|95.05\|-1.50\|97.98\|99.64\|94.18\|16249;2026-10-22\|89.28\|-6.07\|95.15\|96.80\|88.89\|21843;2026-10-23\|91.45\|2.43\|88.29\|91.59\|81.33\|28187;2026-10-26\|86.68\|-5.22\|89.81\|90.69\|85.85\|21601;2026-10-27\|80.03\|-7.67\|87.51\|89.89\|80.03\|19929;2026-10-28\|91.27\|14.04\|84.88\|94.58\|83.84\|51478;2026-10-29\|85.94\|-5.84\|90.25\|93.93\|85.33\|35984;2026-10-30\|79.45\|-7.55\|84.46\|85.87\|79.00\|33848;2026-11-02\|85.95\|8.18\|81.04\|87.80\|78.28\|38869;2026-11-03\|77.77\|-9.52\|85.17\|85.17\|77.35\|31928;2026-11-04\|88.45\|13.73\|77.01\|89.00\|75.99\|45474
134525	三季报密集披露		公司是国产集成电路CMP抛光液和光刻胶去除剂龙头之一，Q3净利同比增261.86%	2026-11-04\|207.00\|13.76\|182.14\|211.00\|178.99\|13324561
134524	三季报密集披露		1、公司预计上半年归母净利润同比增长425%至524%，本次业绩变动主要系公司抓住全球矿业及高端机械加工需求机遇，产品销量增长，同时受原材料价格上涨影响，公司通过产品价格调整提升盈利空间，量价双升及并购协同效应释放共同驱动业绩增长； 2、公司PCB钻针棒材通过国内知名AI服务器板厂商批量测试验证，预计三年内月产能达1亿支	2026-06-25\|105.31\|1.65\|101.92\|106.03\|99.06\|228273;2026-06-26\|99.89\|-5.15\|103.50\|103.73\|98.20\|177290;2026-06-29\|96.16\|-3.73\|99.83\|102.50\|91.00\|190193;2026-06-30\|101.90\|5.97\|95.50\|102.64\|93.80\|170526;2026-07-01\|104.90\|2.94\|104.22\|108.68\|102.20\|220373;2026-07-02\|108.49\|3.42\|100.04\|117.77\|98.55\|307942;2026-07-03\|110.45\|1.81\|105.92\|115.60\|102.00\|235130;2026-07-06\|92.88\|-15.91\|110.37\|112.22\|92.81\|298368;2026-07-07\|87.54\|-5.75\|91.90\|95.55\|86.00\|251465;2026-07-08\|82.06\|-6.26\|87.12\|88.50\|82.00\|193035;2026-07-09\|85.27\|3.91\|83.70\|85.58\|78.87\|185424;2026-07-10\|82.32\|-3.46\|88.97\|91.59\|81.90\|232012;2026-07-13\|76.02\|-7.65\|79.46\|82.88\|75.30\|173370;2026-07-14\|85.55\|12.54\|77.00\|87.30\|77.00\|210444;2026-07-15\|80.06\|-6.42\|85.89\|88.56\|79.94\|163354;2026-07-16\|77.97\|-2.61\|78.00\|83.17\|76.50\|159548;2026-07-17\|68.08\|-12.68\|76.79\|77.96\|68.08\|219594;2026-07-20\|58.44\|-14.16\|72.00\|72.50\|54.46\|295779;2026-07-21\|65.39\|11.89\|59.61\|65.88\|51.66\|281259;2026-07-22\|61.40\|-6.10\|64.39\|67.98\|61.02\|210887;2026-07-23\|60.68\|-1.17\|61.98\|65.24\|59.34\|153061;2026-07-24\|57.95\|-4.50\|59.35\|60.82\|56.91\|136469;2026-07-27\|61.00\|5.26\|58.54\|61.24\|56.48\|140229;2026-07-28\|54.87\|-10.05\|59.75\|60.88\|54.30\|155136;2026-07-29\|53.55\|-2.41\|54.89\|56.10\|50.15\|199558;2026-07-30\|47.79\|-10.76\|53.85\|54.50\|47.00\|205750;2026-07-31\|50.80\|6.30\|52.49\|56.30\|50.60\|222707;2026-08-03\|47.44\|-6.61\|50.23\|51.80\|46.98\|183734;2026-08-04\|51.40\|8.35\|48.00\|51.98\|47.30\|184867;2026-08-05\|56.47\|9.86\|51.00\|57.78\|51.00\|241771;2026-08-06\|58.88\|4.27\|55.52\|60.65\|55.01\|227656;2026-08-07\|63.00\|7.00\|58.86\|63.65\|58.00\|261972;2026-08-10\|62.21\|-1.25\|62.92\|63.88\|60.17\|194062;2026-08-11\|60.30\|-3.07\|61.15\|62.16\|59.20\|141494;2026-08-12\|61.23\|1.54\|60.50\|62.37\|59.95\|131722;2026-08-13\|59.50\|-2.83\|62.80\|63.20\|59.33\|150011;2026-08-14\|60.81\|2.20\|59.71\|61.42\|59.12\|106133;2026-08-17\|66.00\|8.53\|60.98\|66.15\|60.40\|183161;2026-08-18\|64.78\|-1.85\|65.00\|66.86\|63.38\|183733;2026-08-19\|57.15\|-11.78\|62.25\|62.84\|56.69\|192680;2026-08-20\|57.10\|-0.09\|58.35\|59.17\|56.01\|124194;2026-08-21\|58.05\|1.66\|56.73\|58.87\|55.63\|100112;2026-08-24\|54.64\|-5.87\|58.89\|59.23\|53.00\|170018;2026-08-25\|54.32\|-0.59\|53.75\|55.26\|51.68\|135532;2026-08-26\|52.80\|-2.80\|54.49\|55.20\|51.27\|157956;2026-08-27\|57.10\|8.14\|53.65\|57.69\|53.51\|186066;2026-08-28\|56.55\|-0.96\|57.12\|59.15\|56.52\|155571;2026-08-31\|57.38\|1.47\|56.14\|57.70\|55.20\|118252;2026-09-01\|54.07\|-5.77\|56.90\|57.17\|53.64\|144103;2026-09-02\|52.70\|-2.53\|52.81\|53.88\|52.00\|110738;2026-09-03\|53.12\|0.80\|53.05\|54.27\|51.94\|107869;2026-09-04\|51.11\|-3.78\|53.69\|54.69\|50.62\|113919;2026-09-07\|52.80\|3.31\|51.44\|53.50\|51.20\|131880;2026-09-08\|53.10\|0.57\|52.69\|53.58\|51.38\|138490;2026-09-09\|52.38\|-1.36\|53.92\|54.44\|51.98\|95596;2026-09-10\|51.73\|-1.24\|51.80\|53.16\|51.15\|77624;2026-09-11\|50.74\|-1.91\|50.98\|51.43\|48.98\|103401;2026-09-14\|51.38\|1.26\|50.29\|52.47\|49.14\|81095;2026-09-15\|53.57\|4.26\|52.00\|55.45\|51.67\|152300;2026-09-16\|55.93\|4.41\|53.77\|56.69\|53.31\|157573;2026-09-17\|54.67\|-2.25\|56.00\|56.63\|54.50\|114797;2026-09-18\|58.20\|6.46\|57.09\|58.70\|54.67\|190705;2026-09-21\|59.57\|2.35\|57.70\|60.66\|57.70\|198615;2026-09-22\|58.42\|-1.93\|60.58\|60.89\|58.06\|152382;2026-09-23\|60.91\|4.26\|59.03\|62.50\|58.21\|159727;2026-09-24\|58.21\|-4.43\|61.14\|61.33\|58.21\|100238;2026-09-28\|54.52\|-6.34\|57.88\|58.74\|54.00\|145363;2026-09-29\|55.52\|1.83\|54.92\|56.95\|53.71\|109148;2026-09-30\|53.58\|-3.49\|55.60\|56.14\|53.37\|88625;2026-10-08\|50.50\|-5.75\|53.50\|53.95\|49.91\|101576;2026-10-09\|48.30\|-4.36\|51.34\|51.34\|46.24\|128902;2026-10-12\|44.20\|-8.49\|47.97\|48.18\|44.00\|171544;2026-10-13\|44.03\|-0.38\|42.80\|45.08\|40.60\|178440;2026-10-14\|42.87\|-2.63\|44.01\|45.20\|42.62\|114943;2026-10-15\|39.60\|-7.63\|40.57\|41.40\|39.00\|136034;2026-10-16\|39.45\|-0.38\|41.00\|42.05\|39.03\|138783;2026-10-19\|36.84\|-6.62\|38.35\|38.90\|34.75\|246349;2026-10-20\|37.87\|2.80\|36.61\|38.97\|36.21\|194531;2026-10-21\|37.63\|-0.63\|38.20\|39.19\|37.42\|114910;2026-10-22\|35.20\|-6.46\|37.85\|37.99\|34.96\|122100;2026-10-23\|35.96\|2.16\|34.78\|36.36\|32.22\|174674;2026-10-26\|33.64\|-6.45\|35.85\|35.85\|33.08\|145569;2026-10-27\|32.20\|-4.28\|34.50\|35.49\|32.20\|130702;2026-10-28\|34.07\|5.81\|32.86\|34.40\|32.50\|157931;2026-10-29\|31.68\|-7.01\|34.29\|34.95\|31.60\|130105;2026-10-30\|29.05\|-8.30\|30.38\|31.59\|29.02\|183710;2026-11-02\|29.77\|2.48\|29.83\|30.28\|28.85\|191266;2026-11-03\|27.68\|-7.02\|29.50\|29.90\|27.56\|164539;2026-11-04\|31.54\|13.95\|28.23\|31.69\|27.23\|23796228
134523	三季报密集披露		1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC），前三季度同比增长97.35%； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-11-04\|79.10\|14.77\|68.98\|79.93\|68.25\|766054
134522	三季报密集披露		公司是国内领先的半导体设备核心零部件供应商，第三季度净利润同比增长76.17%	2026-06-25\|436.00\|-3.93\|455.00\|462.98\|431.29\|11392;2026-06-26\|449.98\|3.21\|436.13\|459.00\|415.00\|10465;2026-06-29\|474.99\|5.56\|448.93\|475.88\|420.24\|11597;2026-06-30\|484.03\|1.90\|472.00\|498.74\|460.05\|9928;2026-07-01\|432.00\|-10.75\|478.00\|482.52\|408.00\|16754;2026-07-02\|387.50\|-10.30\|400.19\|415.99\|383.21\|11804;2026-07-03\|376.15\|-2.93\|392.87\|393.12\|370.00\|7234;2026-07-06\|371.00\|-1.37\|380.00\|382.00\|348.00\|9713;2026-07-07\|382.10\|2.99\|363.00\|391.48\|360.00\|9296;2026-07-08\|385.77\|0.96\|382.10\|403.19\|370.33\|6414;2026-07-09\|424.00\|9.91\|388.13\|431.00\|388.13\|8887;2026-07-10\|398.97\|-5.90\|424.00\|429.00\|388.00\|9318;2026-07-13\|353.00\|-11.52\|389.98\|397.15\|350.00\|6684;2026-07-14\|366.88\|3.93\|354.98\|368.99\|345.00\|6406;2026-07-15\|343.98\|-6.24\|367.00\|375.00\|343.00\|6961;2026-07-16\|332.00\|-3.48\|337.96\|347.87\|325.88\|5603;2026-07-17\|295.00\|-11.14\|323.68\|326.85\|295.00\|5865;2026-07-20\|275.97\|-6.45\|299.49\|307.00\|267.00\|7192;2026-07-21\|302.19\|9.50\|279.97\|304.97\|260.17\|9104;2026-07-22\|295.88\|-2.09\|290.69\|311.33\|290.17\|7712;2026-07-23\|286.00\|-3.34\|295.51\|302.88\|285.26\|4869;2026-07-24\|295.29\|3.25\|280.13\|306.38\|280.13\|5479;2026-07-27\|301.46\|2.09\|293.80\|303.00\|285.88\|4328;2026-07-28\|262.41\|-12.95\|290.00\|297.65\|252.08\|14802;2026-07-29\|251.88\|-4.01\|258.00\|258.50\|236.00\|9191;2026-07-30\|229.70\|-8.81\|246.00\|253.98\|228.98\|8045;2026-07-31\|238.80\|3.96\|246.00\|256.20\|238.01\|7228;2026-08-03\|224.00\|-6.20\|238.00\|238.99\|222.22\|9623;2026-08-04\|236.70\|5.67\|226.00\|237.80\|220.37\|6458;2026-08-05\|254.00\|7.31\|238.00\|257.68\|237.00\|9605;2026-08-06\|261.80\|3.07\|248.30\|265.86\|247.00\|8385;2026-08-07\|273.56\|4.49\|263.84\|273.84\|257.00\|8590;2026-08-10\|277.00\|1.26\|276.00\|280.98\|268.04\|7672;2026-08-11\|277.00\|0.00\|275.48\|283.43\|266.01\|6031;2026-08-12\|282.55\|2.00\|281.00\|288.00\|277.93\|6785;2026-08-13\|280.43\|-0.75\|287.48\|296.63\|279.00\|8230;2026-08-14\|287.50\|2.52\|284.78\|289.00\|280.30\|5785;2026-08-17\|296.88\|3.26\|289.99\|298.00\|286.18\|5376;2026-08-18\|294.23\|-0.89\|299.85\|299.85\|288.73\|6452;2026-08-19\|271.75\|-7.64\|284.44\|292.00\|270.16\|7830;2026-08-20\|270.50\|-0.46\|276.56\|280.00\|266.60\|5324;2026-08-21\|268.90\|-0.59\|270.00\|272.66\|262.43\|5386;2026-08-24\|273.50\|1.71\|268.88\|276.23\|263.02\|5815;2026-08-25\|268.95\|-1.66\|267.00\|272.60\|252.01\|4460;2026-08-26\|266.68\|-0.84\|269.44\|272.00\|260.00\|3735;2026-08-27\|275.11\|3.16\|269.65\|276.04\|262.07\|4576;2026-08-28\|263.00\|-4.40\|277.89\|277.89\|262.50\|5023;2026-08-31\|275.79\|4.86\|254.00\|275.99\|252.16\|6571;2026-09-01\|262.69\|-4.75\|273.32\|276.48\|262.00\|5244;2026-09-02\|277.10\|5.49\|261.00\|278.44\|255.21\|7323;2026-09-03\|283.60\|2.35\|281.59\|301.08\|280.02\|9543;2026-09-04\|280.88\|-0.96\|292.77\|297.77\|278.51\|9678;2026-09-07\|301.36\|7.29\|286.63\|305.99\|286.00\|10964;2026-09-08\|303.88\|0.84\|297.42\|305.00\|294.88\|6648;2026-09-09\|295.61\|-2.72\|300.49\|305.89\|289.11\|5625;2026-09-10\|297.76\|0.73\|292.00\|298.44\|286.00\|3332;2026-09-11\|283.05\|-4.94\|293.23\|293.52\|282.56\|3913;2026-09-14\|296.88\|4.89\|277.57\|297.88\|272.11\|4643;2026-09-15\|311.10\|4.79\|295.19\|316.00\|295.19\|6288;2026-09-16\|323.60\|4.02\|311.14\|326.00\|306.90\|7529;2026-09-17\|338.99\|4.76\|322.16\|341.09\|318.00\|11193;2026-09-18\|375.02\|10.63\|348.60\|376.00\|333.90\|12356;2026-09-21\|358.55\|-4.39\|374.00\|374.00\|351.01\|11618;2026-09-22\|375.62\|4.76\|360.00\|388.00\|355.00\|11628;2026-09-23\|381.00\|1.43\|369.95\|401.00\|365.00\|8180;2026-09-24\|365.02\|-4.19\|375.29\|393.33\|364.00\|6228;2026-09-28\|350.00\|-4.11\|367.00\|367.00\|345.00\|6705;2026-09-29\|360.86\|3.10\|338.64\|371.00\|338.64\|6557;2026-09-30\|346.48\|-3.98\|365.00\|365.00\|346.01\|3775;2026-10-08\|335.50\|-3.17\|330.01\|356.59\|330.01\|5437;2026-10-09\|324.10\|-3.40\|335.00\|338.75\|310.58\|6036;2026-10-12\|322.82\|-0.39\|323.00\|343.00\|313.50\|4699;2026-10-13\|322.20\|-0.19\|319.64\|329.98\|301.56\|4829;2026-10-14\|307.48\|-4.57\|328.64\|328.64\|306.04\|3571;2026-10-15\|303.01\|-1.45\|300.00\|308.99\|293.04\|3203;2026-10-16\|319.28\|5.37\|313.88\|328.00\|308.00\|6128;2026-10-19\|287.78\|-9.87\|318.00\|318.00\|275.26\|8252;2026-10-20\|293.36\|1.94\|280.20\|302.95\|280.00\|6888;2026-10-21\|293.90\|0.18\|296.13\|301.94\|292.42\|3145;2026-10-22\|281.78\|-4.12\|299.78\|299.78\|281.18\|3033;2026-10-23\|284.43\|0.94\|279.34\|290.78\|263.21\|5573;2026-10-26\|264.03\|-7.17\|281.12\|281.13\|263.30\|5222;2026-10-27\|250.17\|-5.25\|269.50\|269.50\|250.17\|4444;2026-10-28\|279.95\|11.90\|260.43\|285.80\|258.10\|7977;2026-10-29\|269.01\|-3.91\|274.01\|284.86\|263.16\|5175;2026-10-30\|244.00\|-9.30\|245.03\|272.00\|236.70\|6248;2026-11-02\|262.00\|7.38\|247.00\|264.90\|239.21\|6732;2026-11-03\|242.00\|-7.63\|257.00\|260.99\|240.00\|7354;2026-11-04\|279.88\|15.65\|244.42\|281.80\|240.01\|758748
134521	三季报密集披露	AI蛋白质设计+创新药+CGT+回购注销行业原因： 1、2026年上半年，中国创新药License-out出海总金额约997亿美元，约为2024年全年的2倍。百济神州上调全年经营业绩预测，荣昌生物、信达生物的业绩大幅向好。 2、据兴业证券8月3日研报，海外大药企面临专利悬崖，中国创新药竞争力持续提升，BD出海高景气有望延续，板块正从“估值驱动”转向“业绩+全球化兑现驱动”。公司原因： 1、据2026年7月30日互动易，公司深度融合人工智能辅助蛋白质设计技术，已成功研发出耐高盐全能核酸酶、热稳定FGF-B蛋白、高活性IL-2等多款性能显著提升的工业级产品。 2、据2026年4月21日年报，公司产品线覆盖GPCR、CCR8、GPRC5D等创新药物靶点蛋白，深度参与下游创新药研发生产；据2026年4月23日机构调研，公司为细胞与基因治疗提供从靶点发现到商业化生产的全流程方案，已开发超80款GMP级产品。 3、据2025年年度报告，公司是一家重组蛋白供应商，产品覆盖免疫检查点蛋白、细胞级磁珠、核酸酶等，应用于生物药研发与生产，境外营收占比超60%。 4、据2026年8月4日公告，公司首次实施股份回购，回购资金总额不低于2500万元且不超过5000万元，回购股份将全部用于注销并减少注册资本。	公司专业提供重组蛋白等关键生物试剂产品及技术服务，应用于肿瘤、自身免疫疾病、心血管病、传染病等疾病的药物早期发现及验证、药物筛选及优化等环节；第三季度净利润同比增长30.04%	2026-06-25\|45.02\|1.01\|44.32\|45.60\|41.41\|78803;2026-06-26\|43.72\|-2.89\|44.16\|46.35\|43.72\|54637;2026-06-29\|47.75\|9.22\|43.72\|48.50\|43.11\|100953;2026-06-30\|48.00\|0.52\|47.78\|48.78\|46.70\|69963;2026-07-01\|49.10\|2.29\|47.50\|49.50\|45.74\|69603;2026-07-02\|47.41\|-3.44\|48.07\|49.86\|47.36\|51184;2026-07-03\|48.89\|3.12\|48.15\|49.49\|47.80\|56272;2026-07-06\|49.60\|1.45\|49.00\|51.68\|48.62\|65192;2026-07-07\|48.80\|-1.61\|49.59\|51.30\|48.71\|53044;2026-07-08\|47.25\|-3.18\|49.00\|49.37\|47.00\|52755;2026-07-09\|48.05\|1.69\|47.01\|49.98\|46.50\|51577;2026-07-10\|50.60\|5.31\|47.70\|52.30\|47.09\|72599;2026-07-13\|50.23\|-0.73\|50.50\|51.29\|49.48\|58796;2026-07-14\|53.31\|6.13\|50.22\|54.47\|49.36\|100530;2026-07-15\|53.88\|1.07\|52.78\|56.75\|52.23\|127798;2026-07-16\|53.71\|-0.32\|53.15\|54.87\|51.64\|76455;2026-07-17\|48.35\|-9.98\|52.65\|52.90\|47.21\|96198;2026-07-20\|52.56\|8.71\|47.94\|53.75\|47.94\|95362;2026-07-21\|51.80\|-1.45\|52.57\|52.83\|48.80\|72778;2026-07-22\|53.25\|2.80\|51.03\|55.61\|51.01\|88859;2026-07-23\|52.60\|-1.22\|52.93\|53.74\|51.32\|52151;2026-07-24\|52.22\|-0.72\|52.30\|54.00\|51.33\|50352;2026-07-27\|53.46\|2.37\|52.22\|55.00\|51.30\|53567;2026-07-28\|52.18\|-2.39\|53.50\|53.89\|51.36\|44027;2026-07-29\|50.65\|-2.93\|52.49\|53.42\|49.80\|48003;2026-07-30\|47.52\|-6.18\|50.13\|50.59\|47.39\|51352;2026-07-31\|48.38\|1.81\|48.47\|49.66\|47.77\|38787;2026-08-03\|45.00\|-6.99\|47.90\|49.77\|44.35\|62874;2026-08-04\|52.30\|16.22\|45.51\|53.88\|45.51\|112818;2026-08-05\|53.99\|3.23\|52.11\|55.00\|51.68\|54109;2026-08-06\|53.96\|-0.06\|53.72\|56.18\|53.30\|61480;2026-08-07\|64.75\|20.00\|53.96\|64.75\|53.35\|148874;2026-08-10\|77.70\|20.00\|76.88\|77.70\|71.58\|295610;2026-08-11\|82.30\|5.92\|79.09\|88.88\|76.37\|345383;2026-08-12\|82.20\|-0.12\|79.90\|85.61\|79.90\|207768;2026-08-13\|88.21\|7.31\|82.44\|94.00\|81.00\|248159;2026-08-14\|90.21\|2.27\|87.00\|91.50\|85.55\|210585;2026-08-17\|95.88\|6.29\|89.00\|95.88\|86.51\|199895;2026-08-18\|91.45\|-4.62\|92.50\|94.77\|88.91\|207139;2026-08-19\|85.75\|-6.23\|91.79\|92.50\|83.20\|222217;2026-08-20\|96.66\|12.72\|92.00\|102.79\|89.27\|331231;2026-08-21\|98.92\|2.34\|96.00\|100.97\|91.78\|271970;2026-08-24\|92.63\|-6.36\|98.90\|102.18\|91.19\|186938;2026-08-25\|92.00\|-0.68\|93.00\|94.01\|89.00\|156338;2026-08-26\|88.30\|-4.02\|93.66\|95.66\|85.00\|149496;2026-08-27\|86.09\|-2.50\|87.44\|87.44\|84.00\|115756;2026-08-28\|82.50\|-4.17\|85.93\|86.08\|81.23\|122575;2026-08-31\|76.55\|-7.21\|80.00\|80.03\|72.79\|141578;2026-09-01\|79.59\|3.97\|77.05\|80.80\|74.53\|135763;2026-09-02\|84.65\|6.36\|80.60\|86.45\|78.39\|194832;2026-09-03\|85.56\|1.07\|83.62\|90.25\|83.10\|133444;2026-09-04\|81.71\|-4.50\|84.50\|86.99\|80.96\|102491;2026-09-07\|81.78\|0.09\|82.42\|83.73\|80.58\|60198;2026-09-08\|92.50\|13.11\|82.78\|92.62\|80.60\|151518;2026-09-09\|89.70\|-3.03\|90.12\|90.98\|87.50\|119430;2026-09-10\|81.60\|-9.03\|88.60\|89.48\|79.21\|118368;2026-09-11\|78.70\|-3.55\|82.01\|84.98\|76.01\|96723;2026-09-14\|91.74\|16.57\|80.35\|93.88\|78.59\|143619;2026-09-15\|90.21\|-1.67\|90.52\|93.47\|89.00\|105427;2026-09-16\|91.91\|1.88\|89.96\|92.95\|87.44\|93593;2026-09-17\|99.28\|8.02\|94.84\|107.59\|93.51\|142853;2026-09-18\|109.48\|10.27\|101.67\|119.14\|101.67\|201865;2026-09-21\|116.20\|6.14\|112.12\|121.51\|109.60\|213515;2026-09-22\|118.80\|2.24\|114.30\|129.86\|113.05\|219229;2026-09-23\|129.80\|9.26\|122.90\|135.00\|118.63\|210014;2026-09-24\|121.41\|-6.46\|127.00\|129.23\|120.18\|171521;2026-09-28\|120.82\|-0.49\|126.14\|128.08\|116.56\|146814;2026-09-29\|123.00\|1.80\|120.64\|127.47\|117.00\|143565;2026-09-30\|141.07\|14.69\|120.51\|141.07\|120.47\|209411;2026-10-08\|123.46\|-12.48\|138.00\|138.25\|121.20\|202643;2026-10-09\|122.20\|-1.02\|119.60\|124.89\|116.11\|169475;2026-10-12\|114.83\|-6.03\|122.20\|122.94\|114.80\|133891;2026-10-13\|112.91\|-1.67\|114.35\|114.38\|106.00\|138822;2026-10-14\|108.70\|-3.73\|111.20\|114.76\|108.60\|98640;2026-10-15\|102.14\|-6.04\|103.81\|111.96\|101.50\|151510;2026-10-16\|97.97\|-4.08\|104.28\|111.33\|96.00\|158407;2026-10-19\|96.42\|-1.58\|96.99\|101.87\|91.03\|137807;2026-10-20\|97.45\|1.07\|95.05\|99.91\|92.81\|96237;2026-10-21\|95.11\|-2.40\|103.00\|103.40\|95.11\|103981;2026-10-22\|90.81\|-4.52\|95.12\|98.28\|89.50\|102037;2026-10-23\|88.08\|-3.01\|85.02\|89.05\|80.40\|137479;2026-10-26\|88.05\|-0.03\|86.55\|91.00\|85.54\|116546;2026-10-27\|84.37\|-4.18\|91.00\|91.32\|84.20\|105465;2026-10-28\|101.24\|20.00\|87.18\|101.24\|85.66\|164098;2026-10-29\|98.40\|-2.81\|100.03\|105.51\|98.40\|208805;2026-10-30\|103.50\|5.18\|97.85\|113.17\|92.00\|233173;2026-11-02\|101.57\|-1.86\|97.50\|103.75\|90.88\|203414;2026-11-03\|81.56\|-19.70\|98.00\|98.10\|81.26\|219129;2026-11-04\|94.75\|16.17\|80.80\|95.68\|78.43\|221369
134520	三季报密集披露	ASIC定制+蜂窝基带+利空落地行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月18日互动易，公司ASIC订单承接呈良好态势，在手订单储备充足，预估全年定制业务会大幅增长；据2026年5月29日机构调研，云端AI订单金额占ASIC在手订单最高，是未来收入主要构成，3D堆叠相关定制项目预计从2026年第四季度起逐步交付验收。 2、据2025年年报，公司拥有2G-5G全制式蜂窝基带技术，是国内极少数具备相关研发实力的企业之一；据2026年5月29日机构调研，5G eMBB产品第二季度至今出货量已超第一季度，保持稳定增长。 3、据2026年5月23日及5月29日公告，公司大股东阿里网络最新减持计划已于6月15日起实施，其减持属自身安排，并非基于基本面负面判断，且减持完成后市场筹码将更加分散，有利于提升流动性；据公司2026年6月24日发布的部分限售股上市流通公告，7月1日解禁股份为公司实控人及高管持有，结合现行规则及公司股价情况，其均不符合减持条件，无减持计划。	公司定制化ASIC能力国内领先，前三季度净利润同比扭亏为盈	2026-06-25\|101.68\|4.70\|97.61\|105.77\|94.44\|204545;2026-06-26\|99.84\|-1.81\|98.23\|102.57\|95.31\|160399;2026-06-29\|103.60\|3.77\|99.98\|106.27\|97.23\|194961;2026-06-30\|124.32\|20.00\|107.26\|124.32\|107.26\|252690;2026-07-01\|120.00\|-3.47\|123.40\|129.99\|117.80\|270727;2026-07-02\|109.00\|-9.17\|118.03\|119.97\|108.00\|187376;2026-07-03\|111.84\|2.61\|109.00\|118.32\|106.10\|166065;2026-07-06\|111.19\|-0.58\|114.84\|116.58\|106.17\|128503;2026-07-07\|110.45\|-0.67\|110.44\|117.17\|108.10\|106350;2026-07-08\|115.75\|4.80\|114.45\|119.80\|112.58\|143043;2026-07-09\|125.68\|8.58\|118.00\|126.50\|113.33\|195925;2026-07-10\|118.26\|-5.90\|125.76\|128.00\|118.18\|153811;2026-07-13\|121.35\|2.61\|115.08\|129.50\|115.00\|184525;2026-07-14\|117.20\|-3.42\|124.36\|127.45\|111.00\|174324;2026-07-15\|123.71\|5.55\|118.77\|128.65\|111.50\|181266;2026-07-16\|113.69\|-8.10\|122.47\|133.50\|111.50\|248882;2026-07-17\|99.68\|-12.32\|109.65\|112.89\|99.00\|176287;2026-07-20\|100.39\|0.71\|101.66\|105.37\|96.80\|166685;2026-07-21\|107.78\|7.36\|100.76\|109.40\|93.80\|156326;2026-07-22\|111.80\|3.73\|106.38\|115.09\|105.58\|135697;2026-07-23\|103.35\|-7.56\|115.20\|121.29\|102.01\|157722;2026-07-24\|111.77\|8.15\|101.89\|116.98\|101.89\|158931;2026-07-27\|110.12\|-1.48\|110.81\|111.50\|106.31\|102318;2026-07-28\|104.60\|-5.01\|107.00\|109.65\|104.01\|74410;2026-07-29\|106.95\|2.25\|105.22\|111.50\|98.00\|138401;2026-07-30\|92.59\|-13.43\|104.48\|105.32\|91.19\|127346;2026-07-31\|93.69\|1.19\|100.00\|101.00\|93.66\|124022;2026-08-03\|91.15\|-2.71\|93.50\|97.31\|89.09\|87907;2026-08-04\|92.70\|1.70\|92.46\|93.58\|89.52\|94774;2026-08-05\|96.85\|4.48\|93.00\|99.18\|91.65\|90446;2026-08-06\|103.70\|7.07\|96.01\|106.00\|95.06\|145020;2026-08-07\|112.40\|8.39\|103.50\|113.60\|101.73\|139276;2026-08-10\|104.50\|-7.03\|113.58\|114.50\|102.40\|137623;2026-08-11\|104.19\|-0.30\|104.05\|106.80\|102.40\|69718;2026-08-12\|104.00\|-0.18\|103.92\|106.66\|102.74\|80630;2026-08-13\|102.09\|-1.84\|105.55\|108.20\|101.66\|88308;2026-08-14\|102.17\|0.08\|103.00\|103.98\|100.10\|67642;2026-08-17\|107.84\|5.55\|102.00\|107.90\|101.27\|103909;2026-08-18\|103.50\|-4.02\|107.03\|107.80\|101.81\|94883;2026-08-19\|95.47\|-7.76\|101.12\|102.31\|94.55\|90411;2026-08-20\|95.26\|-0.22\|96.50\|97.18\|94.26\|57603;2026-08-21\|94.38\|-0.92\|94.88\|96.35\|93.00\|60802;2026-08-24\|89.26\|-5.42\|95.16\|95.16\|87.88\|84735;2026-08-25\|91.10\|2.06\|88.00\|92.13\|86.69\|58238;2026-08-26\|93.04\|2.13\|91.00\|93.93\|90.60\|52305;2026-08-27\|101.70\|9.31\|94.00\|102.36\|93.67\|131959;2026-08-28\|98.46\|-3.19\|100.69\|102.98\|98.23\|66752;2026-08-31\|102.98\|4.59\|98.46\|103.58\|96.78\|87916;2026-09-01\|97.80\|-5.03\|104.65\|104.97\|97.38\|71075;2026-09-02\|94.69\|-3.18\|96.86\|96.86\|93.11\|69930;2026-09-03\|93.87\|-0.87\|95.55\|96.00\|92.78\|48549;2026-09-04\|91.55\|-2.47\|95.65\|95.98\|91.07\|71175;2026-09-07\|93.86\|2.52\|92.74\|94.92\|91.93\|69115;2026-09-08\|91.11\|-2.93\|93.60\|94.91\|90.63\|92226;2026-09-09\|91.11\|0.00\|91.50\|93.89\|90.63\|46276;2026-09-10\|89.40\|-1.88\|90.38\|90.60\|88.18\|60558;2026-09-11\|88.98\|-0.47\|89.00\|89.48\|85.68\|64683;2026-09-14\|87.50\|-1.66\|87.74\|88.12\|86.18\|47817;2026-09-15\|87.80\|0.34\|88.00\|90.49\|87.37\|44626;2026-09-16\|90.56\|3.14\|88.34\|90.92\|86.80\|53100;2026-09-17\|90.23\|-0.36\|90.10\|92.00\|89.43\|44270;2026-09-18\|100.31\|11.17\|91.59\|103.36\|91.27\|151118;2026-09-21\|97.70\|-2.60\|99.97\|100.30\|97.05\|84513;2026-09-22\|101.43\|3.82\|99.38\|103.77\|99.26\|109062;2026-09-23\|99.68\|-1.73\|102.72\|103.07\|99.28\|71165;2026-09-24\|97.36\|-2.33\|98.98\|99.95\|97.35\|51456;2026-09-28\|92.23\|-5.27\|96.01\|96.90\|91.30\|63661;2026-09-29\|93.54\|1.42\|91.71\|94.30\|91.00\|52452;2026-09-30\|90.22\|-3.55\|94.07\|94.09\|89.89\|58575;2026-10-08\|84.71\|-6.11\|90.00\|90.89\|83.62\|81181;2026-10-09\|83.59\|-1.32\|86.00\|88.58\|80.84\|82639;2026-10-12\|80.41\|-3.80\|82.84\|83.05\|79.41\|54916;2026-10-13\|80.20\|-0.26\|79.20\|81.84\|76.33\|66487;2026-10-14\|79.55\|-0.81\|79.99\|81.80\|79.23\|46320;2026-10-15\|77.76\|-2.25\|77.00\|80.33\|76.01\|63542;2026-10-16\|78.62\|1.11\|79.10\|80.69\|77.30\|52412;2026-10-19\|79.93\|1.67\|78.62\|80.80\|75.21\|49613;2026-10-20\|86.96\|8.80\|78.70\|87.38\|77.70\|87600;2026-10-21\|90.60\|4.19\|87.62\|92.80\|87.37\|83715;2026-10-22\|88.12\|-2.74\|90.27\|91.02\|87.80\|62015;2026-10-23\|91.50\|3.84\|87.72\|92.32\|82.12\|117146;2026-10-26\|88.63\|-3.14\|90.72\|92.50\|88.35\|85674;2026-10-27\|82.10\|-7.37\|89.99\|90.23\|81.00\|116253;2026-10-28\|89.55\|9.07\|83.50\|90.88\|83.00\|88939;2026-10-29\|88.00\|-1.73\|88.83\|90.18\|85.11\|67134;2026-10-30\|83.60\|-5.00\|86.51\|86.96\|83.32\|71714;2026-11-02\|92.86\|11.08\|88.68\|95.00\|88.68\|133118;2026-11-03\|93.86\|1.08\|91.51\|95.50\|90.25\|122584;2026-11-04\|109.75\|16.93\|93.00\|112.37\|91.11\|15116257
134519	三季报密集披露		公司存储芯片分为SRAM、DRAM和Flash三大类别，Q3净利同比增3437%	2026-11-04\|117.21\|17.80\|100.91\|118.18\|98.24\|649703
134518	三季报密集披露		1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等；第三季度净利润同比增114%； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-11-04\|335.55\|19.21\|285.70\|337.00\|285.70\|5207381
134517	三季报密集披露	三季报增长+新签订单+半导体零部件行业原因： 1、SK海力士预计存储市场供不应求格局将持续至2030年，公司DRAM和HBM到2029年的产能已全部售罄。韩股SK海力士午后涨超5%，大规模回购推动股价上涨。 2、长鑫科技第三季度营收同比增613.18%，全球DRAM供不应求、量价齐升叠加单位成本下降。公司原因： 1、据2026年10月31日三季报，公司前三季度营收38.40亿元，同比增长16.64%；归母净利润2.72亿元，同比增长281.11%。 2、据2026年10月30日证券时报网，公司第三季度扣非净利润6249.15万元，同比增加9998.37万元；2026年1至9月新签订单同比增长74%。 3、据2026年6月15日媒体采访，公司为刻蚀、沉积设备提供气体输送模组，并通过汉京半导体布局石英、碳化硅零部件；据2026年8月27日半年度报告，大型热交换器混配系统项目面向人工智能驱动的存储芯片需求，有望带动电子化学品需求。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材；前三季度净利润同比增长281.11%	2026-11-04\|50.64\|20.00\|42.80\|50.64\|42.09\|40490414
134516	三季报密集披露	模拟芯片+光模块+三季报增长行业原因：据中国网11月2日报道，清华大学战略与安全研究中心主任达巍分析指出，如果共和党输掉中期选举，特朗普可能反而有更大动力在稳定中美关系或者构建建设性战略稳定关系方面做更多的努力，以寻求他的“政治遗产”。公司原因： 1、据2026年10月28日投资者关系活动纪要，公司已成为光模块领域领先的国产模拟芯片供应商之一，多款AFE产品应用于400G、800G及1.6T光模块，运放、比较器等已规模销售，并针对NPO/CPO等前沿方向布局AFE产品，部分产品已进入头部客户应用方案设计。 2、据2026年10月12日互动易，AI数据中心及服务器是公司重点布局方向之一，已围绕相关应用完善信号链和电源管理产品布局，LDO、eFuse、高压Buck等品类实现量产或客户验证导入，PoL负载点电源新品持续推进。 3、据2026年10月28日三季报，公司前三季度营业收入26.92亿元，同比增长75.87%；归母净利润6.10亿元，同比增长384.33%。	公司主要产品为高性能模拟芯片，包括运算放大器、比较器、模拟开关、数据转换芯片、DC/DC转换器、马达驱动及电池管理芯片等；前三季度净利润同比增长384.33%	2026-06-25\|352.89\|-0.87\|355.00\|357.92\|344.00\|48030;2026-06-26\|345.01\|-2.23\|349.00\|363.92\|335.00\|47759;2026-06-29\|343.30\|-0.50\|340.19\|365.00\|325.17\|71038;2026-06-30\|364.09\|6.06\|344.60\|366.45\|344.60\|53746;2026-07-01\|350.00\|-3.87\|367.45\|375.76\|343.00\|57473;2026-07-02\|334.00\|-4.57\|339.73\|370.00\|329.19\|67447;2026-07-03\|332.12\|-0.56\|338.00\|347.14\|323.71\|40186;2026-07-06\|339.90\|2.34\|337.99\|345.99\|318.50\|43831;2026-07-07\|326.00\|-4.09\|335.00\|343.60\|319.00\|43776;2026-07-08\|322.39\|-1.11\|328.39\|337.57\|314.00\|43297;2026-07-09\|328.69\|1.95\|329.88\|331.65\|310.00\|47595;2026-07-10\|309.00\|-5.99\|331.83\|337.00\|309.00\|46096;2026-07-13\|292.33\|-5.39\|302.55\|313.00\|290.00\|47189;2026-07-14\|312.64\|6.95\|297.99\|315.80\|294.99\|52727;2026-07-15\|288.15\|-7.83\|315.80\|315.80\|283.33\|52309;2026-07-16\|267.00\|-7.34\|284.87\|291.80\|264.10\|50953;2026-07-17\|242.08\|-9.33\|267.00\|267.00\|239.01\|51589;2026-07-20\|229.00\|-5.40\|250.31\|255.90\|223.00\|59187;2026-07-21\|258.97\|13.09\|232.30\|266.80\|215.00\|74575;2026-07-22\|258.96\|-0.00\|258.97\|276.73\|255.20\|52243;2026-07-23\|255.00\|-1.53\|262.11\|267.89\|251.18\|33591;2026-07-24\|244.30\|-4.20\|252.06\|257.70\|243.15\|45911;2026-07-27\|247.87\|1.46\|244.30\|251.00\|238.01\|35567;2026-07-28\|234.00\|-5.60\|240.01\|245.99\|231.21\|40309;2026-07-29\|240.00\|2.56\|235.83\|242.96\|223.00\|55052;2026-07-30\|217.89\|-9.21\|235.00\|239.80\|214.03\|43755;2026-07-31\|223.00\|2.35\|235.01\|239.88\|223.00\|42500;2026-08-03\|216.82\|-2.77\|221.77\|225.34\|216.82\|31843;2026-08-04\|233.20\|7.55\|219.54\|237.50\|216.00\|38555;2026-08-05\|238.66\|2.34\|229.00\|240.81\|227.03\|46631;2026-08-06\|243.17\|1.89\|231.88\|245.00\|231.88\|34175;2026-08-07\|251.75\|3.53\|242.10\|255.90\|241.60\|32696;2026-08-10\|248.00\|-1.49\|254.11\|259.00\|241.02\|36148;2026-08-11\|266.09\|7.29\|247.24\|270.30\|247.23\|55414;2026-08-12\|267.97\|0.71\|266.83\|273.61\|264.43\|28559;2026-08-13\|261.99\|-2.23\|270.00\|273.36\|261.99\|25825;2026-08-14\|274.50\|4.78\|270.00\|276.50\|263.00\|31887;2026-08-17\|289.52\|5.47\|274.50\|290.44\|272.81\|40906;2026-08-18\|294.18\|1.61\|292.02\|297.00\|283.44\|32457;2026-08-19\|268.80\|-8.63\|285.00\|289.99\|265.88\|52842;2026-08-20\|309.94\|15.31\|286.00\|315.00\|286.00\|95244;2026-08-21\|311.33\|0.45\|312.22\|321.50\|309.02\|50759;2026-08-24\|301.69\|-3.10\|314.22\|318.00\|293.58\|44724;2026-08-25\|315.35\|4.53\|299.00\|320.65\|296.01\|60812;2026-08-26\|309.61\|-1.82\|315.74\|320.67\|308.07\|30586;2026-08-27\|315.99\|2.06\|310.51\|320.56\|307.40\|34791;2026-08-28\|308.80\|-2.28\|314.50\|318.28\|307.77\|32653;2026-08-31\|309.15\|0.11\|300.32\|310.89\|298.06\|35245;2026-09-01\|303.54\|-1.81\|309.00\|314.55\|303.00\|29180;2026-09-02\|298.00\|-1.83\|300.06\|302.00\|294.04\|25266;2026-09-03\|301.40\|1.14\|302.18\|306.19\|295.55\|23448;2026-09-04\|292.90\|-2.82\|306.08\|310.00\|290.11\|22853;2026-09-07\|303.82\|3.73\|298.90\|307.99\|293.58\|28337;2026-09-08\|298.33\|-1.81\|303.81\|313.86\|296.98\|23251;2026-09-09\|308.72\|3.48\|303.39\|316.50\|299.55\|22237;2026-09-10\|303.05\|-1.84\|307.00\|309.42\|301.50\|16804;2026-09-11\|297.00\|-2.00\|299.45\|299.85\|284.55\|31856;2026-09-14\|315.84\|6.34\|291.06\|319.78\|290.88\|30080;2026-09-15\|314.08\|-0.56\|316.38\|319.58\|312.13\|19585;2026-09-16\|326.41\|3.93\|312.98\|330.00\|312.05\|32989;2026-09-17\|330.65\|1.30\|327.00\|338.77\|324.61\|24997;2026-09-18\|353.20\|6.82\|336.00\|362.40\|334.02\|46728;2026-09-21\|356.05\|0.81\|353.00\|358.80\|348.23\|27125;2026-09-22\|355.71\|-0.10\|357.00\|363.00\|354.13\|26409;2026-09-23\|357.97\|0.64\|353.08\|360.85\|350.48\|16706;2026-09-24\|346.81\|-3.12\|353.68\|361.93\|345.00\|27629;2026-09-28\|342.42\|-1.27\|349.89\|353.53\|338.21\|30867;2026-09-29\|337.50\|-1.44\|339.00\|350.00\|332.29\|24219;2026-09-30\|327.00\|-3.11\|342.00\|342.00\|326.00\|20977;2026-10-08\|280.00\|-14.37\|326.00\|326.00\|276.12\|55227;2026-10-09\|286.36\|2.27\|278.63\|288.00\|272.22\|51741;2026-10-12\|276.95\|-3.29\|286.00\|286.35\|275.00\|26802;2026-10-13\|278.99\|0.74\|260.00\|282.88\|260.00\|37016;2026-10-14\|280.60\|0.58\|281.73\|294.77\|277.21\|31674;2026-10-15\|268.00\|-4.49\|270.00\|276.08\|264.33\|39910;2026-10-16\|270.43\|0.91\|274.32\|279.00\|266.90\|31453;2026-10-19\|265.00\|-2.01\|266.00\|270.88\|256.66\|26172;2026-10-20\|266.46\|0.55\|264.90\|274.75\|260.01\|26023;2026-10-21\|271.00\|1.70\|268.00\|279.58\|268.00\|28329;2026-10-22\|258.88\|-4.47\|271.00\|272.98\|257.41\|19870;2026-10-23\|267.87\|3.47\|255.00\|269.78\|245.43\|32474;2026-10-26\|271.39\|1.31\|268.00\|278.21\|262.00\|39330;2026-10-27\|259.00\|-4.57\|275.00\|279.27\|256.28\|33477;2026-10-28\|288.01\|11.20\|273.53\|298.88\|268.00\|71264;2026-10-29\|279.31\|-3.02\|285.23\|289.23\|273.20\|36319;2026-10-30\|270.00\|-3.33\|268.99\|288.88\|268.00\|37283;2026-11-02\|258.06\|-4.42\|275.50\|276.00\|247.21\|48146;2026-11-03\|224.37\|-13.06\|253.63\|256.87\|223.00\|57690;2026-11-04\|269.24\|20.00\|227.00\|269.24\|223.80\|5489978
134515		磷化铟+机器人电子皮肤+汽车内饰皮革+三季报增长 1、据2026年10月27日三季报，公司磷化铟衬底业务设备、存货等实物资产已完成交割，知识产权已提交转让申请；据2026年7月28日互动易，主要产品为2英寸、3英寸磷化铟衬底片，下游客户为外延片厂商。 2、据2025年年报，公司已研发可应用于具身智能机器人电子皮肤的多功能可穿戴皮革材料。 3、据2025年11月12日互动易，子公司宏兴汽车皮革是尊界、蔚来、理想等汽车品牌的内饰皮革供应商。 4、据2026年10月27日三季报，公司前三季度营收21.80亿元，同比增长8.23%；归母净利润7372.39万元，同比增长85.91%。	公司拟收购青岛立昂磷化铟衬底及半导体电子材料业务，切入光通信与算力光模块核心材料赛道	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;2026-07-13\|32.96\|7.01\|30.21\|33.88\|29.16\|456046;2026-07-14\|31.90\|-3.22\|32.00\|32.88\|29.66\|381997;2026-07-15\|28.71\|-10.00\|32.03\|33.20\|28.71\|280850;2026-07-16\|25.84\|-10.00\|25.84\|27.50\|25.84\|217157;2026-07-17\|23.26\|-9.98\|23.60\|24.18\|23.26\|86062;2026-07-20\|20.93\|-10.02\|21.93\|21.99\|20.93\|117364;2026-07-21\|19.99\|-4.49\|18.84\|21.77\|18.84\|330080;2026-07-22\|20.17\|0.90\|18.90\|21.50\|18.70\|295874;2026-07-23\|22.19\|10.01\|20.17\|22.19\|19.70\|255076;2026-07-24\|22.42\|1.04\|21.97\|24.38\|21.75\|309079;2026-07-27\|23.63\|5.40\|22.01\|24.00\|20.19\|264610;2026-07-28\|24.60\|4.11\|23.58\|25.36\|23.02\|313273;2026-07-29\|22.14\|-10.00\|23.50\|23.80\|22.14\|302429;2026-07-30\|21.63\|-2.30\|22.53\|24.00\|21.35\|291937;2026-07-31\|22.76\|5.22\|23.79\|23.79\|22.03\|314710;2026-08-03\|22.25\|-2.24\|23.23\|24.26\|21.10\|302361;2026-08-04\|24.48\|10.02\|22.69\|24.48\|22.18\|344876;2026-08-05\|26.93\|10.01\|24.96\|26.93\|24.96\|312100;2026-08-06\|28.65\|6.39\|27.00\|29.40\|27.00\|423976;2026-08-07\|28.33\|-1.12\|29.05\|29.29\|27.40\|380889;2026-08-10\|29.52\|4.20\|28.81\|29.75\|28.30\|329446;2026-08-11\|27.96\|-5.28\|28.05\|28.50\|27.42\|231419;2026-08-12\|28.88\|3.29\|27.82\|29.80\|27.50\|228478;2026-08-13\|28.46\|-1.45\|29.22\|29.78\|28.41\|233513;2026-08-14\|29.62\|4.08\|28.64\|31.31\|28.63\|339538;2026-08-17\|30.12\|1.69\|30.95\|31.57\|27.89\|405403;2026-08-18\|30.55\|1.43\|30.12\|30.80\|29.50\|322257;2026-08-19\|28.06\|-8.15\|28.51\|30.13\|27.73\|234812;2026-08-20\|28.41\|1.25\|28.56\|28.90\|27.30\|158413;2026-08-21\|28.29\|-0.42\|28.02\|29.62\|28.00\|158272;2026-08-24\|27.03\|-4.45\|28.14\|28.45\|26.25\|179181;2026-08-25\|26.20\|-3.07\|26.22\|26.93\|25.73\|120324;2026-08-26\|25.19\|-3.85\|26.25\|26.41\|24.42\|153742;2026-08-27\|25.95\|3.02\|25.53\|26.30\|24.93\|173561;2026-08-28\|24.89\|-4.08\|25.68\|25.95\|24.80\|140464;2026-08-31\|24.80\|-0.36\|23.74\|24.90\|23.48\|120645;2026-09-01\|24.56\|-0.97\|24.82\|24.84\|23.75\|110995;2026-09-02\|24.45\|-0.45\|24.24\|24.88\|23.93\|109705;2026-09-03\|24.20\|-1.02\|24.50\|24.74\|23.90\|89108;2026-09-04\|23.26\|-3.88\|24.59\|24.59\|23.08\|102173;2026-09-07\|20.93\|-10.02\|20.93\|20.93\|20.93\|15314;2026-09-08\|21.05\|0.57\|20.50\|21.50\|20.50\|357929;2026-09-09\|19.37\|-7.98\|20.65\|21.52\|19.31\|318780;2026-09-10\|18.93\|-2.27\|19.35\|19.50\|18.92\|147028;2026-09-11\|18.61\|-1.69\|18.93\|19.14\|18.18\|101026;2026-09-14\|18.65\|0.21\|19.00\|19.01\|18.31\|78594;2026-09-15\|18.43\|-1.18\|18.50\|18.78\|18.33\|64393;2026-09-16\|19.30\|4.72\|18.41\|19.41\|18.18\|105659;2026-09-17\|19.29\|-0.05\|19.55\|19.80\|19.00\|93148;2026-09-18\|19.62\|1.71\|19.65\|19.89\|19.38\|90405;2026-09-21\|20.20\|2.96\|20.00\|20.82\|19.88\|124485;2026-09-22\|20.65\|2.23\|20.49\|21.40\|20.22\|137825;2026-09-23\|20.25\|-1.94\|20.60\|20.65\|19.93\|94617;2026-09-24\|20.42\|0.84\|20.10\|21.19\|19.98\|104892;2026-09-28\|19.50\|-4.51\|20.41\|20.41\|19.46\|91845;2026-09-29\|19.32\|-0.92\|19.31\|19.80\|19.19\|66416;2026-09-30\|19.82\|2.59\|19.75\|20.16\|19.40\|74010;2026-10-08\|20.28\|2.32\|20.00\|21.45\|20.00\|162359;2026-10-09\|20.42\|0.69\|20.04\|20.45\|19.16\|121859;2026-10-12\|20.73\|1.52\|20.20\|21.38\|19.82\|161644;2026-10-13\|21.71\|4.73\|20.33\|22.37\|19.60\|256462;2026-10-14\|21.18\|-2.44\|21.73\|22.19\|20.63\|198288;2026-10-15\|20.15\|-4.86\|20.41\|21.10\|20.10\|127944;2026-10-16\|21.15\|4.96\|20.45\|21.56\|19.75\|170858;2026-10-19\|21.83\|3.22\|21.00\|22.00\|20.65\|170418;2026-10-20\|22.06\|1.05\|21.99\|22.71\|21.61\|149898;2026-10-21\|21.70\|-1.63\|22.57\|22.88\|21.53\|131289;2026-10-22\|20.11\|-7.33\|21.68\|21.68\|20.02\|132389;2026-10-23\|21.47\|6.76\|19.20\|21.64\|18.73\|157878;2026-10-26\|20.62\|-3.96\|21.20\|21.33\|20.52\|68740;2026-10-27\|19.78\|-4.07\|20.61\|21.33\|19.77\|59963;2026-10-28\|20.70\|4.65\|20.08\|20.98\|19.81\|88522;2026-10-29\|19.16\|-7.44\|20.60\|21.07\|19.04\|110599;2026-10-30\|17.24\|-10.02\|18.40\|18.95\|17.24\|123641;2026-11-02\|17.37\|0.75\|17.55\|17.87\|16.89\|93615;2026-11-03\|16.66\|-4.09\|17.20\|17.38\|16.45\|75565;2026-11-04\|18.33\|10.02\|16.76\|18.33\|16.03\|130948
134514		机器人测试+磷化铟+MLCC设备+液冷测试行业原因： 1、10月22日，在特斯拉最新第三季度财报电话会上，特斯拉CEO埃隆·马斯克正式对外披露，Optimus人形机器人已经在弗里蒙特工厂大批量产线开启早期生产。 2、10月22日，宇树科技CEO王兴兴表示，物理AI目前已经看到取得突破的苗头，快的话可能需要1至2年，慢的话可能需要2至3年。公司原因： 1、据2026年9月21日互动易，公司披露人形机器人测试业务覆盖IMU传感器、摄像头、力传感器及麦克风检测，2026年上半年相关收入占总营收低于1%；据2026年10月28日互动易，公司与宇树科技暂无直接业务合作。 2、据2026年10月16日公告，公司完成收购鼎泰芯源股权工商变更，持股比例为64.061%；据2026年10月28日互动易，鼎泰芯源专注于Ⅲ-Ⅴ族化合物半导体单晶材料，主要产品为磷化铟、锑化镓衬底。 3、据2026年8月29日半年度报告，公司自研液冷模组可满足3500W散热功率，含液冷模组的测试设备已通过大客户认证并实现批量交付。 4、据2026年5月24日投资者关系活动记录表，公司MLCC设备已覆盖超50%价值量的核心制程设备，全自动高速叠层设备已打破海外垄断并推进批量交付；据2026年7月14日公告，MLCC设备业务规模与效益同步提升，八轨高速测试机、叠层机等高附加值产品占比提升。	1、公司拿下鼎泰芯源控股权，鼎泰芯源由中科院半导体所Ⅲ-V族化合物半导体技术团队创立，目前的核心产品为磷化铟衬底，是国内少数几家掌握磷化铟衬底材料核心技术并实现国产化量产的企业； 2、公司披露人形机器人测试业务覆盖IMU传感器、摄像头、力传感器及麦克风检测； 3、公司聚焦液冷服务器制造与检测环节，核心提供液冷板精密焊接设备、液冷系统密封性检测设备及自动化产线解决方案	2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950;2026-07-27\|88.00\|4.17\|84.00\|88.00\|81.82\|77666;2026-07-28\|79.70\|-9.43\|84.88\|86.24\|79.20\|82890;2026-07-29\|77.04\|-3.34\|80.51\|80.88\|73.73\|106860;2026-07-30\|69.34\|-9.99\|76.84\|78.38\|69.34\|95736;2026-07-31\|73.40\|5.86\|74.89\|76.27\|73.11\|146146;2026-08-03\|69.93\|-4.73\|73.41\|74.26\|69.36\|97749;2026-08-04\|76.92\|10.00\|70.93\|76.92\|69.98\|69021;2026-08-05\|84.61\|10.00\|80.76\|84.61\|79.80\|33465;2026-08-06\|93.07\|10.00\|87.57\|93.07\|87.16\|157364;2026-08-07\|97.94\|5.23\|95.26\|98.87\|92.29\|237403;2026-08-10\|100.99\|3.11\|97.94\|100.99\|96.47\|173841;2026-08-11\|97.72\|-3.24\|99.46\|100.18\|95.00\|151305;2026-08-12\|98.88\|1.19\|98.43\|101.55\|96.62\|125197;2026-08-13\|96.42\|-2.49\|100.55\|101.99\|96.02\|122586;2026-08-14\|99.99\|3.70\|97.52\|99.99\|96.43\|86129;2026-08-17\|106.01\|6.02\|100.70\|106.71\|100.44\|140227;2026-08-18\|104.90\|-1.05\|108.80\|108.80\|102.50\|121438;2026-08-19\|94.41\|-10.00\|101.01\|103.40\|94.41\|123497;2026-08-20\|95.70\|1.37\|96.03\|96.75\|92.30\|88741;2026-08-21\|100.55\|5.07\|96.80\|103.00\|93.60\|119604;2026-08-24\|108.88\|8.28\|110.61\|110.61\|102.66\|244868;2026-08-25\|107.18\|-1.56\|108.00\|114.00\|103.02\|265231;2026-08-26\|100.85\|-5.91\|107.10\|108.00\|97.58\|203569;2026-08-27\|108.06\|7.15\|101.30\|110.94\|98.21\|260143;2026-08-28\|102.88\|-4.79\|107.98\|109.90\|102.80\|184376;2026-08-31\|107.90\|4.88\|99.63\|109.70\|98.77\|171678;2026-09-01\|101.60\|-5.84\|110.06\|110.60\|100.50\|157527;2026-09-02\|97.43\|-4.10\|98.00\|100.00\|95.50\|140625;2026-09-03\|102.28\|4.98\|99.20\|103.00\|97.00\|148710;2026-09-04\|95.03\|-7.09\|102.20\|104.85\|93.86\|147621;2026-09-07\|104.53\|10.00\|97.00\|104.53\|96.15\|164492;2026-09-08\|100.91\|-3.46\|106.01\|107.00\|100.18\|140494;2026-09-09\|101.00\|0.09\|102.88\|105.58\|100.12\|117824;2026-09-10\|99.37\|-1.61\|100.00\|102.29\|98.58\|75350;2026-09-11\|97.00\|-2.38\|96.48\|98.65\|92.80\|108895;2026-09-14\|99.50\|2.58\|95.29\|100.80\|93.20\|102223;2026-09-15\|99.10\|-0.40\|98.85\|101.77\|98.55\|77454;2026-09-16\|105.42\|6.38\|99.19\|106.13\|98.51\|123374;2026-09-17\|104.70\|-0.68\|107.00\|110.79\|104.33\|132281;2026-09-18\|104.86\|0.15\|106.59\|107.00\|102.88\|105264;2026-09-21\|107.53\|2.55\|106.96\|109.80\|105.50\|105714;2026-09-22\|107.50\|-0.03\|110.00\|111.03\|106.62\|96789;2026-09-23\|110.57\|2.86\|108.38\|113.02\|106.60\|123912;2026-09-24\|110.90\|0.30\|112.63\|117.64\|110.59\|161229;2026-09-28\|100.00\|-9.83\|111.25\|111.41\|99.88\|139832;2026-09-29\|102.05\|2.05\|100.00\|103.50\|98.55\|80270;2026-09-30\|101.95\|-0.10\|105.90\|108.36\|101.50\|110475;2026-10-08\|98.02\|-3.85\|103.14\|104.98\|96.60\|100834;2026-10-09\|94.88\|-3.20\|96.91\|98.29\|88.95\|113066;2026-10-12\|90.90\|-4.19\|94.62\|95.40\|89.00\|78129;2026-10-13\|94.66\|4.14\|85.73\|95.65\|84.73\|111875;2026-10-14\|90.94\|-3.93\|93.98\|94.48\|90.58\|63383;2026-10-15\|87.70\|-3.56\|85.19\|89.39\|83.97\|82707;2026-10-16\|88.82\|1.28\|92.00\|92.30\|87.82\|85236;2026-10-19\|84.55\|-4.81\|87.16\|88.00\|81.60\|86300;2026-10-20\|88.08\|4.17\|84.00\|89.58\|83.38\|92424;2026-10-21\|89.44\|1.54\|89.85\|92.75\|89.02\|72120;2026-10-22\|84.12\|-5.95\|89.86\|89.86\|83.61\|74269;2026-10-23\|85.00\|1.05\|81.59\|85.58\|77.13\|98879;2026-10-26\|78.81\|-7.28\|84.20\|84.29\|78.60\|78294;2026-10-27\|77.38\|-1.81\|80.80\|82.50\|77.25\|66700;2026-10-28\|85.12\|10.00\|78.98\|85.12\|78.00\|103871;2026-10-29\|81.04\|-4.79\|89.00\|89.98\|81.00\|155232;2026-10-30\|75.36\|-7.01\|77.28\|81.97\|74.00\|133142;2026-11-02\|76.03\|0.89\|76.33\|77.60\|73.00\|125444;2026-11-03\|70.30\|-7.54\|74.30\|75.58\|69.20\|111291;2026-11-04\|77.33\|10.00\|71.63\|77.33\|69.03\|128443
134513		与AOI签订长期供货协议+磷化铟+卫星锗晶片+三季报增长行业原因：美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。公司原因： 1、据2026年11月3日晚公告，公司控股子公司云南鑫耀与客AOI签订了《长期供货协议》，AOI预计于2027年至2031年期间向云南鑫耀每年采购18万片、合计90万片4英寸N型磷化铟衬底。本次《年度合同》约定数量18万片对应金额约13.05亿元人民币，占公司2025年度经审计营业收入的比例为122.46%。 2、据2026年9月11日投资者关系活动记录表，公司太阳能锗晶片产能125万片/年折合4英寸，产品主要运用于空间卫星太阳能电池；据2025年11月13日投资者关系活动记录表，空间太阳能电池用锗晶片项目完全建成后产能达250万片/年。 3、据2026年10月21日三季报，前三季度营收13.64亿元，同比增长70.71%；归母净利润1.76亿元，同比增长869.79%。	1、公司作为磷化铟衬底龙头，控股子公司签下N型磷化铟衬底长单，五年预计供货总量达90万片； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939;2026-07-20\|67.55\|-9.99\|76.95\|77.60\|67.55\|499526;2026-07-21\|73.98\|9.52\|68.76\|73.98\|60.80\|786645;2026-07-22\|75.20\|1.65\|73.86\|78.98\|72.36\|714000;2026-07-23\|76.58\|1.84\|76.02\|79.39\|75.30\|557093;2026-07-24\|78.08\|1.96\|80.00\|81.70\|77.35\|789964;2026-07-27\|79.04\|1.23\|75.36\|79.61\|70.89\|679684;2026-07-28\|71.14\|-9.99\|75.20\|77.98\|71.14\|484923;2026-07-29\|66.98\|-5.85\|72.02\|72.30\|65.14\|670259;2026-07-30\|61.80\|-7.73\|66.36\|68.75\|60.83\|624786;2026-07-31\|66.95\|8.33\|67.98\|67.98\|66.26\|570335;2026-08-03\|68.35\|2.09\|68.05\|71.85\|67.69\|757428;2026-08-04\|75.19\|10.01\|71.00\|75.19\|70.80\|392836;2026-08-05\|82.71\|10.00\|82.70\|82.71\|81.91\|311205;2026-08-06\|90.98\|10.00\|89.00\|90.98\|88.00\|781574;2026-08-07\|100.08\|10.00\|97.00\|100.08\|95.50\|1193077;2026-08-10\|102.58\|2.50\|104.60\|105.80\|98.68\|1352689;2026-08-11\|100.28\|-2.24\|97.92\|104.58\|96.80\|940254;2026-08-12\|105.98\|5.68\|100.31\|108.20\|99.00\|1068265;2026-08-13\|100.21\|-5.44\|105.00\|106.70\|100.00\|1012453;2026-08-14\|101.59\|1.38\|100.83\|105.50\|99.00\|781174;2026-08-17\|109.65\|7.93\|104.70\|109.66\|102.77\|1094821;2026-08-18\|108.30\|-1.23\|110.01\|113.00\|107.10\|956359;2026-08-19\|104.70\|-3.32\|103.06\|110.50\|103.06\|1035685;2026-08-20\|103.56\|-1.09\|102.91\|105.50\|97.00\|798414;2026-08-21\|100.88\|-2.59\|103.00\|105.00\|99.69\|612387;2026-08-24\|95.37\|-5.46\|103.60\|103.78\|92.18\|853451;2026-08-25\|94.23\|-1.20\|90.61\|95.37\|90.61\|590606;2026-08-26\|93.47\|-0.81\|94.23\|95.11\|91.00\|409245;2026-08-27\|101.36\|8.44\|94.51\|102.82\|93.60\|856497;2026-08-28\|99.66\|-1.68\|102.98\|105.55\|99.36\|752392;2026-08-31\|100.70\|1.04\|95.60\|101.75\|95.03\|507887;2026-09-01\|94.90\|-5.76\|100.71\|100.99\|94.00\|542261;2026-09-02\|92.23\|-2.81\|94.09\|95.36\|92.05\|361024;2026-09-03\|91.60\|-0.68\|93.56\|93.99\|90.30\|348469;2026-09-04\|87.09\|-4.92\|92.05\|93.18\|86.38\|522794;2026-09-07\|92.00\|5.64\|88.78\|92.55\|88.20\|525302;2026-09-08\|90.05\|-2.12\|92.82\|93.20\|89.50\|436232;2026-09-09\|91.43\|1.53\|94.00\|94.75\|90.65\|546145;2026-09-10\|90.04\|-1.52\|90.73\|91.55\|89.65\|300776;2026-09-11\|88.43\|-1.79\|88.13\|89.38\|85.08\|407027;2026-09-14\|90.25\|2.06\|86.05\|91.81\|85.42\|432743;2026-09-15\|90.27\|0.02\|90.78\|92.95\|89.60\|385239;2026-09-16\|94.59\|4.79\|90.30\|95.55\|89.90\|645978;2026-09-17\|92.94\|-1.74\|96.00\|97.88\|92.40\|703439;2026-09-18\|93.50\|0.60\|94.41\|94.90\|91.46\|514198;2026-09-21\|93.49\|-0.01\|94.00\|95.58\|92.85\|459477;2026-09-22\|94.74\|1.34\|96.19\|97.86\|94.01\|659686;2026-09-23\|94.39\|-0.37\|93.50\|95.48\|92.64\|402942;2026-09-24\|91.63\|-2.92\|92.58\|95.83\|91.50\|379476;2026-09-28\|87.77\|-4.21\|90.90\|92.00\|85.60\|399713;2026-09-29\|87.16\|-0.69\|86.81\|87.99\|85.40\|252145;2026-09-30\|86.87\|-0.33\|88.20\|90.84\|86.10\|310197;2026-10-08\|85.71\|-1.34\|88.01\|91.08\|84.13\|382658;2026-10-09\|87.86\|2.51\|83.15\|88.00\|79.80\|525267;2026-10-12\|80.70\|-8.15\|86.00\|86.11\|80.01\|431970;2026-10-13\|85.62\|6.10\|76.00\|87.94\|75.48\|612370;2026-10-14\|82.16\|-4.04\|85.81\|86.50\|82.00\|343568;2026-10-15\|80.34\|-2.22\|80.20\|82.24\|78.84\|363723;2026-10-16\|78.68\|-2.07\|81.83\|82.00\|77.72\|293533;2026-10-19\|76.71\|-2.50\|77.29\|78.00\|73.01\|342732;2026-10-20\|78.92\|2.88\|76.72\|80.00\|75.80\|310636;2026-10-21\|84.06\|6.51\|82.77\|86.50\|82.58\|679150;2026-10-22\|80.02\|-4.81\|83.43\|84.16\|80.00\|493162;2026-10-23\|84.68\|5.82\|78.00\|86.25\|77.31\|647729;2026-10-26\|76.86\|-9.23\|82.30\|82.45\|76.28\|503585;2026-10-27\|73.89\|-3.86\|78.30\|78.88\|73.80\|354340;2026-10-28\|74.65\|1.03\|75.05\|76.10\|72.55\|453149;2026-10-29\|68.65\|-8.04\|73.00\|74.59\|68.58\|444646;2026-10-30\|69.40\|1.09\|66.00\|74.39\|64.00\|648816;2026-11-02\|72.20\|4.03\|71.04\|73.95\|70.50\|557072;2026-11-03\|68.53\|-5.08\|70.62\|72.92\|68.00\|472465;2026-11-04\|75.38\|10.00\|74.00\|75.38\|72.00\|858611
134512		红外光学+锗+铝合金+高管增持 1、据2025年年报，公司是目前国内领先的红外材料供应商，也是国内锗材料领导者。锗、硒化锌等红外材料产品凭借稳定的产品质量与良好的市场认可度，销售规模持续上升。 2、据2025年年报，公司高性能铝合金材料业务覆盖核电、新能源汽车、航空航天三大核心赛道，形成多元化布局。 3、据2026年7月30日公告，公司董事长、总经理等多名董监高及核心人员计划自公告披露之日起六个月内增持公司股份，合计增持金额不低于1100万元且不超过2200万元。控股股东粤邦投资承诺未来十二个月内不以任何形式减持持有的公司股份，以增强投资者信心。	1、公司磷化铟衬底已实现批量交付，客户包括国内外光通信芯片及器件厂商，海外已向光通信龙头批量出货，6英寸产品获某全球头部客户订单； 2、核级高性能铝合金材料主要供应商之一；公司为核燃料加工专用设备提供高性能铝合金材料，研发的新一代高性能铝合金材料符合新型核燃料加工设备所需铝合金材料的技术标准； 3、公司表示生产的锗可用于卫星太阳翼	2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.78\|0.35\|228.99\|237.49\|220.60\|106994;2026-09-10\|211.69\|-4.12\|219.13\|219.13\|209.80\|81060;2026-09-11\|206.12\|-2.63\|209.11\|210.87\|198.88\|89395;2026-09-14\|203.62\|-1.21\|204.08\|211.00\|197.01\|68445;2026-09-15\|198.57\|-2.48\|204.59\|205.35\|198.00\|68554;2026-09-16\|210.45\|5.98\|201.10\|215.85\|198.30\|107024;2026-09-17\|223.60\|6.25\|238.19\|244.28\|218.09\|185488;2026-09-18\|224.62\|0.46\|227.00\|231.80\|215.02\|161198;2026-09-21\|238.81\|6.32\|223.00\|239.30\|220.00\|163922;2026-09-22\|249.01\|4.27\|244.00\|260.00\|243.00\|153999;2026-09-23\|264.02\|6.03\|253.42\|264.46\|244.23\|154168;2026-09-24\|271.15\|2.70\|264.80\|288.88\|263.00\|150389;2026-09-28\|257.90\|-4.89\|281.00\|284.00\|256.00\|120021;2026-09-29\|256.90\|-0.39\|250.01\|269.00\|250.01\|95673;2026-09-30\|278.35\|8.35\|265.00\|292.96\|263.08\|139183;2026-10-08\|263.00\|-5.51\|283.00\|288.80\|251.00\|161545;2026-10-09\|278.82\|6.02\|256.04\|284.00\|255.01\|165122;2026-10-12\|264.06\|-5.29\|271.00\|271.89\|244.26\|153957;2026-10-13\|301.22\|14.07\|250.00\|313.00\|250.00\|186979;2026-10-14\|290.00\|-3.72\|301.25\|303.85\|288.89\|110029;2026-10-15\|260.00\|-10.34\|280.00\|285.59\|259.00\|128841;2026-10-16\|251.38\|-3.32\|269.28\|271.98\|247.60\|114131;2026-10-19\|231.53\|-7.90\|247.86\|251.00\|226.66\|112248;2026-10-20\|241.00\|4.09\|231.60\|248.95\|228.84\|104219;2026-10-21\|257.33\|6.78\|245.00\|269.93\|242.02\|123622;2026-10-22\|224.02\|-12.94\|254.46\|255.04\|224.02\|132428;2026-10-23\|222.70\|-0.59\|220.00\|225.50\|204.45\|136484;2026-10-26\|210.03\|-5.69\|207.76\|221.68\|205.20\|93438;2026-10-27\|209.78\|-0.12\|218.13\|222.00\|209.01\|87543;2026-10-28\|208.87\|-0.43\|215.50\|216.94\|197.03\|125462;2026-10-29\|184.00\|-11.91\|204.69\|217.00\|183.00\|121386;2026-10-30\|187.80\|2.07\|180.55\|203.49\|173.02\|155628;2026-11-02\|183.48\|-2.30\|190.11\|198.00\|178.00\|119620;2026-11-03\|158.58\|-13.57\|173.40\|175.60\|156.40\|125696;2026-11-04\|190.30\|20.00\|162.76\|190.30\|160.80\|135563
134511	英伟达公开展示下一代共封装光学（CPO）技术	中标15亿+AI算力光纤+海缆 1、据2026年6月6日公告，公司中标国内某互联网企业FY27财年年度耗材集采招标项目，产品为数据中心用MPO光纤跳线及其配件，中标金额约15.18亿元含税，项目将于2026年6月开始执行。 2、据2026年5月20日及2026年5月11日投资者关系活动记录表，公司AI算力特种光纤光缆产品加速落地，多芯光纤实现稳定量产，单纤容量提升7倍；已完成800G高速光模块批量出货，并展出1.6T硅光模块。 3、据2026年5月20日业绩说明会及2026年4月25日年报，公司是国内海缆龙头企业，已在五大沿海区域布局基地，超高压交直流海缆实现“双五百”工程突破，已交付丹麦、越南、巴西等跨国标杆项目。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-11-04\|24.05\|6.98\|22.70\|24.20\|21.99\|1888565
134510	英伟达公开展示下一代共封装光学（CPO）技术	三季报高增+光模块+高端线路板行业原因： LightCounting 10月30日发文指出，光连接需求正在蓬勃发展，光互连产品（光模块、CPO/NPO和AOC）的销售与云公司的资本开支轨迹高度吻合，将2027年资本开支增长的预测从30%上调至50%。公司原因： 1、据2026年10月31日三季报，公司前三季度营收453.79亿元，同比增长67.63%；归母净利润52.89亿元，同比增长332.34%。 2、据2026年8月22日半年报，公司构建电子电路、光模块含光芯片、精密组件等业务体系，索尔思光电具备光芯片全流程自研及量产能力，光模块覆盖10G至1.6T全速率；据2026年4月22日2025年年报，公司共封装光学配套外部光源模块处于开发中。 3、据2026年10月8日分析师会议，公司印制电路板业务景气度高于前期预期，下游人工智能领域核心客户需求旺盛；光模块含光芯片与印制电路板两大业务均已覆盖主流人工智能云厂商。	1、全球第三的印刷电路板企业、全球第二的柔性线路板企业； 2、收购的索尔思具备光芯片IDM全流程自研及量产能力，是国内少数、全球为数不多实现高端EML光芯片规模化量产的企业，光模块方面，索尔思实现全产业链布局，产品覆盖10G至1.6T全速率，并持续推进3.2T及以上下一代光模块研发	2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633
134509	英伟达公开展示下一代共封装光学（CPO）技术	光模块+NPO+6G 行业原因： 1、隔夜美股光通信板块大涨，Lumentum涨超11%，康宁、Coherent涨超7%。 2、9月9日至11日，第27届CIOE中国光博会将在深圳国际会展中心（宝安）举行。公司原因： 1、据2026年8月27日投资者关系活动记录表，公司3.2T、6.4T NPO产品已在国内外头部AI厂商测试，核心OE采用自研硅光，并推进小批量试制及先进封装产能建设。 2、据2026年8月10日互动易，公司持续研发800G、1.6T、3.2T、6.4T超高速光联接产品，已实现5G-A光模块商用，并布局6G光模块。 3、据2026年8月27日投资者交流会议纪要，公司高端晶圆激光加工装备已导入世界级存储晶圆量产线，SiC装备完成批量产业化。	据央视财经报道，今年以来，公司旗下核心子公司华工正源800G以上光模块出口同比增长超过100倍	2026-11-04\|64.87\|8.19\|60.86\|65.35\|58.66\|457572
134508	英伟达公开展示下一代共封装光学（CPO）技术	数据中心交换机+CPO+中报预增+福建国资 1、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%；400G交换机占数据中心交换产品收入比重约60%、800G交换机占比约13%。 2、据2025年年报，公司发布51.2T CPO交换机商用互联方案，满足AI训练及超大规模计算集群对高速互联的需求；据2026年5月14日投资者关系活动记录表，400G LPO光模块已实现规模量产交付。 3、据2026年7月2日公告，公司预计2026年上半年净利润6亿元至7.5亿元，同比增长32.71%至65.88%，面向互联网客户的数据中心交换机业务大幅增长是核心驱动因素。 4、据2026年7月1日公告，公司实际控制人为福建省人民政府国有资产监督管理委员会。	1、公司已发布基于LPO技术的400G和800G高速光模块，计划进行1.6T LPO光模块的可行性测试； 2、国内交换机龙头；公司与合作伙伴合作研发推出了超节点产品方案，公司具备推出自有品牌超节点方案的能力	2026-11-04\|66.51\|9.30\|61.00\|67.38\|59.02\|127021
134507	英伟达公开展示下一代共封装光学（CPO）技术		公司主要产品为锡膏印刷设备、点胶设备、封装设备和柔性自动化设备，公司产品可以应用于光模块领域部分电子装联环节和封装环节	2026-06-25\|172.65\|2.83\|167.18\|175.73\|166.00\|104651;2026-06-26\|156.66\|-9.26\|167.92\|171.57\|156.58\|75692;2026-06-29\|152.80\|-2.46\|156.65\|163.78\|145.38\|69642;2026-06-30\|162.89\|6.60\|151.03\|166.50\|150.15\|67512;2026-07-01\|167.70\|2.95\|161.60\|176.13\|161.60\|90876;2026-07-02\|157.42\|-6.13\|161.50\|169.49\|156.20\|58986;2026-07-03\|157.00\|-0.27\|157.67\|163.19\|152.30\|51830;2026-07-06\|138.70\|-11.66\|159.13\|161.82\|136.49\|77978;2026-07-07\|131.09\|-5.49\|138.70\|139.99\|127.01\|62529;2026-07-08\|125.90\|-3.96\|132.75\|133.70\|124.58\|37812;2026-07-09\|130.24\|3.45\|128.68\|130.90\|121.38\|50381;2026-07-10\|122.62\|-5.85\|132.01\|136.18\|116.96\|54427;2026-07-13\|114.73\|-6.43\|122.00\|125.45\|114.24\|50975;2026-07-14\|119.73\|4.36\|115.53\|119.94\|112.57\|40905;2026-07-15\|112.23\|-6.26\|121.00\|122.00\|111.35\|39391;2026-07-16\|107.89\|-3.87\|111.10\|114.80\|106.95\|41818;2026-07-17\|96.18\|-10.85\|106.99\|108.28\|95.00\|55081;2026-07-20\|85.89\|-10.70\|99.00\|100.99\|83.31\|61619;2026-07-21\|98.01\|14.11\|88.00\|98.39\|76.59\|86038;2026-07-22\|93.90\|-4.19\|97.89\|99.50\|93.10\|54147;2026-07-23\|93.83\|-0.07\|95.10\|97.78\|92.98\|38418;2026-07-24\|91.89\|-2.07\|91.91\|94.74\|89.77\|33326;2026-07-27\|94.56\|2.91\|92.51\|95.20\|89.81\|36438;2026-07-28\|87.03\|-7.96\|92.60\|94.45\|86.27\|37609;2026-07-29\|84.17\|-3.29\|86.96\|87.84\|79.31\|53736;2026-07-30\|74.29\|-11.74\|83.99\|85.10\|72.91\|70832;2026-07-31\|78.33\|5.44\|79.91\|85.12\|78.20\|61551;2026-08-03\|76.95\|-1.76\|79.48\|80.79\|76.01\|52735;2026-08-04\|84.75\|10.14\|77.37\|85.75\|77.02\|62295;2026-08-05\|90.50\|6.78\|83.22\|91.80\|82.90\|60445;2026-08-06\|95.14\|5.13\|88.86\|95.50\|88.07\|78546;2026-08-07\|102.30\|7.53\|95.90\|102.85\|94.30\|73682;2026-08-10\|98.59\|-3.63\|103.00\|103.83\|96.20\|68873;2026-08-11\|97.31\|-1.30\|97.90\|100.00\|95.63\|39255;2026-08-12\|100.60\|3.38\|97.44\|103.79\|96.35\|47952;2026-08-13\|98.60\|-1.99\|102.45\|104.74\|98.45\|57435;2026-08-14\|100.92\|2.35\|99.88\|101.38\|98.20\|36933;2026-08-17\|106.84\|5.87\|102.06\|107.20\|101.60\|51046;2026-08-18\|105.91\|-0.87\|108.88\|108.88\|103.00\|46013;2026-08-19\|94.93\|-10.37\|102.14\|103.75\|94.14\|59904;2026-08-20\|96.66\|1.82\|97.00\|99.18\|95.26\|43862;2026-08-21\|101.51\|5.02\|96.00\|102.30\|93.81\|63429;2026-08-24\|97.50\|-3.95\|102.10\|102.36\|93.88\|58971;2026-08-25\|97.49\|-0.01\|96.70\|99.66\|93.42\|40639;2026-08-26\|96.15\|-1.37\|98.17\|99.88\|93.80\|35991;2026-08-27\|103.50\|7.64\|97.02\|103.97\|95.11\|57558;2026-08-28\|99.10\|-4.25\|103.73\|103.87\|98.81\|44487;2026-08-31\|103.22\|4.16\|97.00\|103.82\|96.00\|50416;2026-09-01\|96.50\|-6.51\|104.00\|104.22\|95.55\|59777;2026-09-02\|96.00\|-0.52\|94.98\|97.27\|94.18\|34935;2026-09-03\|98.35\|2.45\|97.00\|99.89\|96.51\|42706;2026-09-04\|94.00\|-4.42\|98.57\|101.80\|93.00\|47228;2026-09-07\|101.36\|7.83\|95.96\|102.26\|93.10\|66180;2026-09-08\|99.74\|-1.60\|102.61\|103.37\|98.95\|43455;2026-09-09\|100.00\|0.26\|101.88\|103.27\|98.69\|51463;2026-09-10\|98.43\|-1.57\|98.62\|101.25\|97.81\|36425;2026-09-11\|97.08\|-1.37\|97.57\|98.18\|92.55\|43926;2026-09-14\|98.11\|1.06\|95.55\|99.80\|93.13\|40079;2026-09-15\|97.41\|-0.71\|97.78\|101.45\|97.08\|36931;2026-09-16\|102.70\|5.43\|97.99\|104.38\|97.44\|62469;2026-09-17\|100.46\|-2.18\|102.69\|104.20\|99.80\|47945;2026-09-18\|103.14\|2.67\|102.37\|103.98\|99.50\|58425;2026-09-21\|102.60\|-0.52\|104.50\|105.00\|101.40\|53854;2026-09-22\|102.45\|-0.15\|104.12\|106.20\|101.83\|57849;2026-09-23\|104.62\|2.12\|103.70\|106.79\|103.11\|75378;2026-09-24\|99.92\|-4.49\|106.80\|107.48\|99.70\|73348;2026-09-28\|89.22\|-10.71\|98.95\|99.55\|88.15\|63689;2026-09-29\|89.07\|-0.17\|89.00\|90.58\|87.80\|45890;2026-09-30\|86.80\|-2.55\|90.18\|90.60\|86.64\|33314;2026-10-08\|83.58\|-3.71\|87.00\|87.82\|83.00\|34699;2026-10-09\|79.93\|-4.37\|83.00\|83.00\|75.52\|41545;2026-10-12\|77.21\|-3.40\|79.70\|80.36\|77.20\|23207;2026-10-13\|77.89\|0.88\|74.50\|79.20\|72.00\|34025;2026-10-14\|75.46\|-3.12\|78.55\|78.87\|75.40\|23677;2026-10-15\|71.86\|-4.77\|72.00\|73.44\|71.30\|28221;2026-10-16\|71.31\|-0.77\|73.89\|73.98\|70.95\|25003;2026-10-19\|70.23\|-1.51\|70.90\|71.30\|67.29\|27800;2026-10-20\|73.32\|4.40\|69.88\|74.96\|69.69\|29528;2026-10-21\|72.95\|-0.50\|74.00\|75.45\|72.72\|23550;2026-10-22\|69.06\|-5.33\|73.04\|73.74\|69.05\|24897;2026-10-23\|71.40\|3.39\|67.40\|71.79\|63.90\|41257;2026-10-26\|68.00\|-4.76\|70.81\|70.81\|67.37\|28040;2026-10-27\|65.19\|-4.13\|69.20\|70.44\|65.16\|22930;2026-10-28\|68.68\|5.35\|66.24\|69.20\|65.59\|29611;2026-10-29\|63.09\|-8.14\|65.81\|66.58\|63.00\|46556;2026-10-30\|58.26\|-7.66\|60.00\|63.45\|58.26\|39031;2026-11-02\|58.35\|0.15\|58.95\|60.45\|56.65\|38813;2026-11-03\|53.51\|-8.29\|57.40\|57.71\|53.15\|39306;2026-11-04\|58.81\|9.90\|54.04\|59.28\|52.30\|59082
134506	英伟达公开展示下一代共封装光学（CPO）技术	先进封装+存储芯片+光模块+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后一度涨超9%，创业板指一度涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年8月27日半年报，公司全资子公司快克芯装备自主开发热压键合、高速高精共晶/固晶等核心装备，产品应用于高带宽存储三维堆叠、先进封装等领域。 2、据2026年8月27日半年报，公司自主研发光模块专用光学检测设备，可识别激光器芯片偏移、金线键合缺陷、光芯片波导区亚微米级损伤等，形成光芯片多面检等系列产品，适配多种封装工艺。 3、据2026年10月31日三季报，公司前三季度营业收入10.13亿元，同比增长25.33%；归属于上市公司股东的净利润2.35亿元，同比增长18.37%。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716;2026-07-27\|41.79\|3.70\|40.30\|41.88\|39.05\|79176;2026-07-28\|39.81\|-4.74\|41.05\|42.48\|39.48\|77672;2026-07-29\|38.03\|-4.47\|39.39\|40.17\|36.36\|117036;2026-07-30\|34.98\|-8.02\|37.99\|38.28\|34.80\|112770;2026-07-31\|37.08\|6.00\|37.22\|38.48\|36.73\|126076;2026-08-03\|35.50\|-4.26\|36.58\|37.40\|35.36\|119440;2026-08-04\|39.05\|10.00\|35.99\|39.05\|35.61\|98733;2026-08-05\|41.79\|7.02\|38.50\|42.46\|38.50\|156050;2026-08-06\|42.86\|2.56\|41.21\|43.78\|40.95\|133696;2026-08-07\|44.48\|3.78\|42.96\|45.00\|42.42\|117247;2026-08-10\|43.80\|-1.53\|44.70\|45.28\|43.06\|107190;2026-08-11\|43.47\|-0.75\|43.50\|44.76\|42.95\|78083;2026-08-12\|44.28\|1.86\|43.80\|44.57\|43.42\|68481;2026-08-13\|43.41\|-1.96\|44.80\|45.55\|43.40\|80553;2026-08-14\|45.09\|3.87\|44.28\|45.29\|43.58\|76525;2026-08-17\|46.60\|3.35\|45.10\|46.73\|44.94\|89187;2026-08-18\|46.71\|0.24\|46.51\|47.43\|45.68\|90063;2026-08-19\|42.78\|-8.41\|45.02\|46.16\|42.36\|102147;2026-08-20\|42.86\|0.19\|43.50\|43.59\|42.35\|64429;2026-08-21\|43.63\|1.80\|42.60\|44.34\|42.08\|55311;2026-08-24\|42.85\|-1.79\|43.94\|44.00\|41.65\|53226;2026-08-25\|42.66\|-0.44\|42.16\|43.50\|40.80\|58833;2026-08-26\|42.59\|-0.16\|42.70\|43.48\|41.60\|47890;2026-08-27\|43.87\|3.01\|42.85\|44.68\|42.15\|82700;2026-08-28\|44.00\|0.30\|43.87\|47.14\|43.78\|129664;2026-08-31\|45.29\|2.93\|43.00\|45.45\|42.50\|94005;2026-09-01\|43.36\|-4.26\|45.14\|45.15\|43.18\|91170;2026-09-02\|42.73\|-1.45\|42.70\|43.58\|42.40\|54466;2026-09-03\|42.82\|0.21\|43.68\|43.97\|42.05\|59458;2026-09-04\|41.00\|-4.25\|43.13\|44.20\|40.62\|78315;2026-09-07\|43.59\|6.32\|41.98\|44.07\|41.30\|96929;2026-09-08\|43.59\|0.00\|44.46\|45.65\|43.35\|103340;2026-09-09\|43.48\|-0.25\|44.00\|45.62\|43.27\|88007;2026-09-10\|43.53\|0.12\|42.81\|45.10\|42.70\|83797;2026-09-11\|42.91\|-1.42\|43.04\|43.48\|40.85\|82270;2026-09-14\|43.37\|1.07\|42.03\|43.96\|41.31\|59579;2026-09-15\|43.89\|1.20\|43.30\|44.93\|43.28\|63272;2026-09-16\|45.37\|3.37\|43.90\|45.90\|43.80\|81743;2026-09-17\|44.93\|-0.97\|45.37\|46.28\|44.79\|68809;2026-09-18\|46.85\|4.27\|45.83\|47.97\|44.62\|127375;2026-09-21\|47.90\|2.24\|47.55\|48.70\|46.70\|120415;2026-09-22\|46.99\|-1.90\|48.60\|48.80\|46.80\|93966;2026-09-23\|47.85\|1.83\|46.82\|49.18\|46.82\|101960;2026-09-24\|47.10\|-1.57\|47.68\|48.77\|46.90\|73953;2026-09-28\|43.11\|-8.47\|47.08\|47.09\|42.73\|92870;2026-09-29\|42.90\|-0.49\|42.86\|43.65\|42.64\|50880;2026-09-30\|41.74\|-2.70\|43.48\|44.04\|41.61\|48853;2026-10-08\|39.34\|-5.75\|41.88\|42.43\|38.91\|71723;2026-10-09\|37.58\|-4.47\|38.99\|39.18\|35.64\|85354;2026-10-12\|37.52\|-0.16\|37.50\|38.36\|36.50\|53191;2026-10-13\|37.44\|-0.03\|36.42\|37.65\|35.12\|49985;2026-10-14\|36.16\|-3.42\|37.02\|37.54\|36.10\|32812;2026-10-15\|34.66\|-4.15\|34.68\|35.43\|34.08\|49620;2026-10-16\|34.32\|-0.98\|36.30\|36.30\|33.89\|52037;2026-10-19\|33.70\|-1.81\|33.78\|34.15\|32.20\|55404;2026-10-20\|34.70\|2.97\|33.94\|35.50\|33.21\|52602;2026-10-21\|34.61\|-0.26\|34.80\|35.40\|34.35\|35471;2026-10-22\|33.10\|-4.36\|34.94\|34.94\|32.97\|48742;2026-10-23\|34.10\|3.02\|32.18\|34.32\|30.95\|74155;2026-10-26\|33.03\|-3.14\|34.00\|34.19\|32.92\|42886;2026-10-27\|31.76\|-3.85\|33.43\|33.80\|31.75\|33786;2026-10-28\|33.30\|4.85\|32.29\|33.60\|31.92\|41812;2026-10-29\|31.53\|-5.32\|33.01\|33.50\|31.47\|44402;2026-10-30\|30.01\|-4.82\|30.80\|31.75\|30.00\|54117;2026-11-02\|30.71\|2.33\|30.46\|31.08\|29.73\|57693;2026-11-03\|28.70\|-6.55\|30.45\|30.50\|28.66\|58391;2026-11-04\|31.57\|10.00\|28.71\|31.57\|28.52\|89669
134505	英伟达公开展示下一代共封装光学（CPO）技术	光通信+精密光学+三季报增长行业原因：据中国网11月2日报道，清华大学战略与安全研究中心主任达巍分析指出，如果共和党输掉中期选举，特朗普可能反而有更大动力在稳定中美关系或者构建建设性战略稳定关系方面做更多的努力，以寻求他的“政治遗产”。公司原因： 1、据2026年8月28日半年度报告，公司光通信光学元件是光模块制造的基础，产品包括衍射光栅、偏振分束合束器、波片等，应用于光器件及光模块。 2、据2026年4月29日年度报告，公司构建晶体、精密光学元件及激光器件全链条产品矩阵，可提供一站式光电解决方案。 3、据2026年10月27日三季度报告，公司前三季度营收11.63亿元，同比增长38.05%；归母净利润3.24亿元，同比增长48.76%，第三季度归母净利润同比增长59.87%。	公司具有磁光晶体到法拉第旋光片全制程能力，主要应用于光纤通信、光信息处理系统和精密光学测量系统中；第三季度净利润同比增59.9%	2026-06-25\|98.31\|3.46\|96.00\|99.50\|93.00\|383172;2026-06-26\|90.18\|-8.27\|96.15\|96.19\|90.12\|340177;2026-06-29\|84.70\|-6.08\|88.83\|92.20\|82.82\|319482;2026-06-30\|92.28\|8.95\|85.40\|93.00\|83.77\|354486;2026-07-01\|87.19\|-5.52\|92.00\|92.16\|86.38\|280550;2026-07-02\|85.15\|-2.34\|84.80\|88.76\|82.85\|222406;2026-07-03\|82.30\|-3.35\|84.28\|85.86\|82.18\|211060;2026-07-06\|80.51\|-2.17\|84.50\|84.59\|78.10\|220183;2026-07-07\|76.66\|-4.78\|80.00\|80.31\|75.01\|274821;2026-07-08\|76.40\|-0.21\|77.25\|79.30\|73.90\|235077;2026-07-09\|81.37\|6.51\|77.92\|81.77\|74.02\|299438;2026-07-10\|77.45\|-4.82\|81.57\|84.50\|77.44\|277798;2026-07-13\|71.09\|-8.21\|77.00\|77.65\|70.80\|249375;2026-07-14\|73.12\|2.86\|72.00\|73.73\|68.77\|275315;2026-07-15\|69.81\|-4.53\|73.68\|74.35\|69.21\|194670;2026-07-16\|65.93\|-5.56\|68.58\|70.29\|65.31\|226505;2026-07-17\|60.05\|-8.92\|66.12\|66.48\|59.34\|287552;2026-07-20\|55.15\|-8.16\|62.23\|62.86\|54.05\|315997;2026-07-21\|59.58\|8.03\|56.55\|59.86\|49.65\|397820;2026-07-22\|57.52\|-3.46\|58.86\|61.11\|57.04\|275694;2026-07-23\|57.30\|-0.38\|58.00\|59.65\|56.74\|197027;2026-07-24\|55.99\|-2.29\|56.78\|57.87\|55.61\|155428;2026-07-27\|57.29\|2.32\|55.98\|57.89\|54.89\|187763;2026-07-28\|58.40\|1.94\|63.02\|63.02\|57.90\|692653;2026-07-29\|52.56\|-10.00\|56.53\|56.53\|52.56\|406518;2026-07-30\|47.30\|-10.01\|49.94\|51.48\|47.30\|458224;2026-07-31\|49.03\|3.66\|49.83\|51.90\|49.01\|445340;2026-08-03\|49.02\|-0.02\|48.28\|49.80\|47.60\|266308;2026-08-04\|52.92\|7.96\|49.98\|53.46\|49.20\|334150;2026-08-05\|58.21\|10.00\|52.00\|58.21\|51.88\|399922;2026-08-06\|59.55\|2.30\|58.21\|60.68\|57.07\|380522;2026-08-07\|62.07\|4.23\|60.20\|62.22\|59.08\|331025;2026-08-10\|61.14\|-1.50\|62.36\|63.26\|59.47\|289956;2026-08-11\|63.13\|3.25\|60.11\|64.95\|59.71\|332508;2026-08-12\|65.50\|3.75\|63.06\|66.60\|62.66\|349416;2026-08-13\|63.69\|-2.76\|66.50\|66.80\|63.60\|298540;2026-08-14\|64.96\|1.99\|64.38\|65.54\|63.50\|209024;2026-08-17\|67.65\|4.14\|66.00\|67.77\|64.61\|261002;2026-08-18\|68.87\|1.80\|67.65\|69.17\|66.06\|309233;2026-08-19\|61.98\|-10.00\|66.50\|66.50\|61.98\|392004;2026-08-20\|63.59\|2.60\|62.99\|64.63\|61.88\|227929;2026-08-21\|64.61\|1.60\|63.52\|66.60\|62.00\|217147;2026-08-24\|62.60\|-3.11\|64.60\|64.91\|60.59\|223040;2026-08-25\|63.75\|1.84\|61.44\|64.46\|60.22\|207561;2026-08-26\|64.90\|1.80\|63.91\|65.89\|63.63\|189211;2026-08-27\|67.63\|4.21\|65.78\|68.50\|64.76\|245762;2026-08-28\|68.15\|0.77\|68.77\|70.69\|68.00\|278082;2026-08-31\|70.50\|3.45\|67.33\|70.60\|66.53\|267654;2026-09-01\|67.55\|-4.18\|70.63\|70.70\|67.00\|213745;2026-09-02\|66.59\|-1.42\|66.65\|67.96\|66.10\|148668;2026-09-03\|66.23\|-0.54\|67.40\|67.89\|65.50\|131779;2026-09-04\|64.40\|-2.76\|66.70\|68.65\|63.95\|175501;2026-09-07\|68.29\|6.04\|65.29\|68.58\|64.49\|211967;2026-09-08\|66.49\|-2.64\|68.31\|68.80\|66.22\|148373;2026-09-09\|66.51\|0.03\|67.76\|68.75\|66.03\|156995;2026-09-10\|66.85\|0.51\|66.05\|67.87\|65.50\|129166;2026-09-11\|64.92\|-2.89\|65.60\|66.60\|63.00\|179503;2026-09-14\|64.57\|-0.54\|63.84\|65.56\|62.28\|145501;2026-09-15\|63.46\|-1.72\|63.88\|65.40\|63.20\|142150;2026-09-16\|68.59\|8.08\|63.49\|69.81\|63.13\|359926;2026-09-17\|68.70\|0.16\|68.34\|70.15\|68.05\|289592;2026-09-18\|69.70\|1.46\|69.69\|70.15\|68.42\|245776;2026-09-21\|69.76\|0.09\|69.88\|70.83\|68.78\|224255;2026-09-22\|71.15\|1.99\|70.80\|72.68\|69.82\|340840;2026-09-23\|69.93\|-1.71\|71.43\|71.85\|68.81\|226049;2026-09-24\|68.07\|-2.66\|69.37\|71.55\|67.88\|200945;2026-09-28\|61.72\|-9.33\|67.88\|67.88\|61.36\|245688;2026-09-29\|62.15\|0.70\|62.34\|63.45\|61.38\|155956;2026-09-30\|60.64\|-2.43\|62.98\|63.29\|60.33\|110663;2026-10-08\|56.58\|-6.70\|60.87\|61.20\|55.80\|180586;2026-10-09\|54.60\|-3.50\|55.90\|56.00\|51.70\|209853;2026-10-12\|53.06\|-2.82\|54.10\|54.68\|52.47\|125246;2026-10-13\|54.37\|2.47\|51.30\|55.11\|50.17\|175382;2026-10-14\|52.19\|-4.01\|53.75\|54.49\|51.94\|105133;2026-10-15\|50.03\|-4.14\|50.00\|50.99\|49.42\|149690;2026-10-16\|49.54\|-0.98\|51.49\|51.63\|49.04\|131517;2026-10-19\|48.49\|-2.12\|48.88\|49.68\|46.88\|179861;2026-10-20\|50.00\|3.11\|48.40\|51.34\|47.65\|157319;2026-10-21\|50.63\|1.26\|50.50\|51.74\|50.06\|116676;2026-10-22\|48.30\|-4.60\|50.62\|50.85\|48.19\|133217;2026-10-23\|48.92\|1.28\|47.50\|49.38\|44.32\|203850;2026-10-26\|46.88\|-4.17\|48.20\|48.29\|46.00\|138311;2026-10-27\|48.26\|2.94\|48.12\|51.57\|48.12\|423546;2026-10-28\|50.52\|4.68\|49.23\|50.96\|48.90\|333181;2026-10-29\|46.71\|-7.54\|50.23\|50.39\|46.67\|281987;2026-10-30\|43.82\|-6.19\|44.70\|46.81\|43.80\|225406;2026-11-02\|45.35\|3.49\|44.50\|45.99\|43.55\|220132;2026-11-03\|42.61\|-6.04\|44.50\|45.27\|42.26\|212977;2026-11-04\|46.87\|10.00\|42.90\|46.87\|42.42\|275830
134504	英伟达公开展示下一代共封装光学（CPO）技术	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356;2026-09-09\|134.32\|3.39\|132.50\|137.37\|128.08\|170904;2026-09-10\|132.91\|-1.05\|134.00\|134.99\|129.52\|96860;2026-09-11\|127.20\|-4.30\|131.70\|132.45\|122.99\|114372;2026-09-14\|123.48\|-2.92\|124.84\|126.70\|119.56\|102165;2026-09-15\|117.90\|-4.52\|123.57\|124.49\|117.50\|95816;2026-09-16\|119.54\|1.39\|117.93\|122.38\|115.00\|98714;2026-09-17\|116.39\|-2.64\|119.56\|122.21\|115.77\|94333;2026-09-18\|128.03\|10.00\|118.07\|128.03\|114.73\|162208;2026-09-21\|118.45\|-7.48\|128.38\|128.57\|116.31\|183402;2026-09-22\|113.10\|-4.52\|117.55\|118.44\|112.26\|149101;2026-09-23\|116.05\|2.61\|115.36\|118.60\|112.08\|123284;2026-09-24\|108.11\|-6.84\|114.34\|115.69\|108.02\|87748;2026-09-28\|100.28\|-7.24\|108.01\|108.10\|99.66\|81935;2026-09-29\|106.62\|6.32\|101.50\|107.80\|99.33\|94548;2026-09-30\|104.97\|-1.55\|106.62\|107.88\|103.40\|67682;2026-10-08\|104.96\|-0.01\|104.80\|108.76\|103.42\|76931;2026-10-09\|105.42\|0.44\|103.23\|106.00\|97.00\|100319;2026-10-12\|105.50\|0.08\|106.01\|110.50\|104.65\|119142;2026-10-13\|116.05\|10.00\|103.29\|116.05\|100.74\|163076;2026-10-14\|110.12\|-5.11\|113.91\|115.55\|108.40\|135376;2026-10-15\|110.41\|0.26\|105.00\|115.55\|104.21\|125255;2026-10-16\|111.89\|1.34\|118.14\|118.56\|110.30\|114163;2026-10-19\|103.80\|-7.23\|109.61\|111.00\|100.70\|124035;2026-10-20\|106.10\|2.22\|101.20\|109.82\|101.00\|94350;2026-10-21\|109.80\|3.49\|110.00\|112.00\|108.01\|81401;2026-10-22\|98.82\|-10.00\|109.90\|110.80\|98.82\|129679;2026-10-23\|93.99\|-4.89\|94.80\|96.82\|88.94\|164000;2026-10-26\|84.59\|-10.00\|89.00\|90.77\|84.59\|132036;2026-10-27\|80.60\|-4.72\|88.65\|88.90\|80.51\|114714;2026-10-28\|81.69\|1.35\|82.00\|83.00\|79.40\|99411;2026-10-29\|73.52\|-10.00\|79.89\|80.80\|73.52\|98944;2026-10-30\|68.05\|-7.44\|68.85\|73.30\|66.83\|107042;2026-11-02\|70.40\|3.45\|68.70\|71.45\|67.18\|109394;2026-11-03\|64.79\|-7.97\|69.00\|69.96\|63.63\|96135;2026-11-04\|71.27\|10.00\|65.00\|71.27\|62.35\|118506
134503	英伟达公开展示下一代共封装光学（CPO）技术	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-11-04\|136.00\|10.02\|123.65\|138.00\|119.13\|736013
134502	英伟达公开展示下一代共封装光学（CPO）技术	液晶显示+电子纸+机器人 1、据2026年4月18日年报，公司电子纸已实现从颜料粒子修饰、电泳液复配到模组加工的全链条自主研发，截至2025年12月31日已申请49项专利，获得8项发明授权专利和11项实用新型专利授权，目前已具备量产能力并实现小批量出货。 2、据2026年4月18日年报，公司主要从事液晶显示及触控产品的研发、设计、生产和销售，产品出口至北美洲、欧洲、亚洲等地区，2025年国外营收占比达39.77%。 3、据2025年9月26日互动易，公司主要从事液晶显示及触控产品的研发、设计、生产和销售，产品已应用于智能送餐机器人、酒店服务机器人等。	公司在研项目“5G通讯用波长选择器（WSS）硅基液晶器件”有序推进中，WSS是5G通信网络核心光模块，其核心部件为硅基液晶器件	2026-06-25\|67.66\|-3.55\|71.28\|71.60\|66.96\|65775;2026-06-26\|68.43\|1.14\|66.99\|69.98\|65.43\|63346;2026-06-29\|66.60\|-2.67\|68.43\|71.46\|63.86\|61265;2026-06-30\|69.20\|3.90\|66.53\|69.65\|65.00\|52324;2026-07-01\|66.31\|-4.18\|68.65\|70.40\|65.16\|55906;2026-07-02\|61.69\|-6.97\|65.00\|66.22\|61.40\|46176;2026-07-03\|61.19\|-0.81\|61.70\|62.42\|59.75\|38064;2026-07-06\|61.25\|0.10\|61.97\|63.50\|59.39\|49389;2026-07-07\|58.61\|-4.31\|61.44\|61.74\|57.06\|39847;2026-07-08\|55.66\|-5.03\|59.00\|59.78\|54.77\|31990;2026-07-09\|59.00\|6.00\|56.77\|59.00\|55.01\|37346;2026-07-10\|57.10\|-3.22\|59.90\|61.27\|56.91\|38983;2026-07-13\|57.50\|0.70\|57.10\|58.24\|55.33\|41048;2026-07-14\|61.96\|7.76\|57.50\|62.00\|54.02\|64701;2026-07-15\|59.01\|-4.76\|60.90\|61.86\|57.04\|49923;2026-07-16\|54.70\|-7.30\|57.58\|57.82\|54.04\|40352;2026-07-17\|52.00\|-4.94\|55.50\|55.50\|50.30\|42505;2026-07-20\|43.14\|-17.04\|51.89\|52.60\|41.60\|67711;2026-07-21\|45.25\|4.89\|43.00\|45.38\|37.37\|75061;2026-07-22\|44.55\|-1.55\|45.01\|47.30\|44.16\|48828;2026-07-23\|45.88\|2.99\|45.00\|46.48\|43.87\|39499;2026-07-24\|46.12\|0.52\|45.00\|47.28\|44.61\|30408;2026-07-27\|49.22\|6.72\|45.53\|49.35\|45.01\|43297;2026-07-28\|45.29\|-7.98\|48.85\|49.19\|44.36\|40961;2026-07-29\|43.96\|-2.94\|44.96\|45.51\|41.48\|35377;2026-07-30\|42.90\|-2.41\|43.88\|45.47\|41.43\|37867;2026-07-31\|45.50\|6.06\|45.00\|48.25\|44.70\|45119;2026-08-03\|51.79\|13.82\|45.50\|53.00\|45.15\|61548;2026-08-04\|54.99\|6.18\|52.20\|55.18\|50.59\|53164;2026-08-05\|56.84\|3.36\|54.57\|57.69\|54.01\|41416;2026-08-06\|59.90\|5.38\|56.66\|62.62\|56.00\|53973;2026-08-07\|61.79\|3.16\|61.23\|63.00\|60.41\|39286;2026-08-10\|61.96\|0.28\|62.30\|62.90\|59.93\|29435;2026-08-11\|62.83\|1.40\|61.27\|63.97\|61.00\|25878;2026-08-12\|64.98\|3.42\|62.66\|66.00\|62.66\|30731;2026-08-13\|65.38\|0.62\|65.97\|67.65\|65.07\|34589;2026-08-14\|66.70\|2.02\|65.40\|67.30\|64.50\|30264;2026-08-17\|69.08\|3.57\|66.90\|69.10\|65.72\|34727;2026-08-18\|67.69\|-2.01\|69.41\|70.10\|66.90\|25283;2026-08-19\|62.91\|-7.06\|66.01\|66.10\|62.51\|47794;2026-08-20\|62.55\|-0.57\|64.01\|65.15\|61.67\|32030;2026-08-21\|61.70\|-1.36\|62.17\|63.50\|60.27\|29362;2026-08-24\|61.72\|0.03\|61.65\|62.50\|58.50\|35649;2026-08-25\|61.01\|-1.15\|60.81\|61.80\|59.53\|26774;2026-08-26\|61.00\|-0.02\|61.30\|61.61\|59.47\|20428;2026-08-27\|65.61\|7.56\|62.00\|67.39\|61.88\|37820;2026-08-28\|63.72\|-2.88\|64.95\|66.29\|63.33\|27098;2026-08-31\|66.70\|4.68\|62.10\|66.88\|61.84\|27835;2026-09-01\|64.20\|-3.75\|66.99\|66.99\|63.00\|22760;2026-09-02\|64.70\|0.78\|63.44\|65.59\|62.66\|19394;2026-09-03\|65.50\|1.24\|65.29\|66.18\|64.00\|18237;2026-09-04\|65.06\|-0.67\|66.13\|68.18\|64.04\|39148;2026-09-07\|69.01\|6.07\|64.77\|69.90\|64.77\|43863;2026-09-08\|74.66\|8.19\|70.00\|75.27\|68.02\|67160;2026-09-09\|71.10\|-4.77\|74.77\|75.71\|69.11\|60067;2026-09-10\|69.36\|-2.45\|72.00\|72.29\|68.50\|26156;2026-09-11\|71.10\|2.51\|68.98\|72.68\|66.88\|38165;2026-09-14\|74.46\|4.73\|70.78\|75.50\|69.82\|36037;2026-09-15\|72.16\|-3.09\|74.46\|74.88\|71.80\|28788;2026-09-16\|81.10\|12.39\|72.21\|81.50\|71.99\|53603;2026-09-17\|95.40\|17.63\|80.22\|96.90\|80.10\|90956;2026-09-18\|95.46\|0.06\|98.88\|99.90\|91.00\|115969;2026-09-21\|98.55\|3.24\|94.51\|101.39\|93.46\|71039;2026-09-22\|99.64\|1.11\|98.06\|106.84\|97.56\|81704;2026-09-23\|102.37\|2.74\|99.00\|106.23\|98.01\|76072;2026-09-24\|102.33\|-0.04\|102.41\|104.70\|99.81\|49614;2026-09-28\|96.95\|-5.26\|103.00\|104.50\|95.68\|62201;2026-09-29\|99.99\|3.14\|97.00\|102.65\|95.00\|46262;2026-09-30\|99.43\|-0.56\|101.69\|103.33\|98.01\|42178;2026-10-08\|98.34\|-1.10\|98.42\|103.45\|96.12\|42471;2026-10-09\|94.10\|-4.31\|98.34\|99.33\|88.00\|54419;2026-10-12\|92.46\|-1.74\|95.20\|95.41\|90.58\|37602;2026-10-13\|93.86\|1.51\|90.80\|95.38\|85.00\|43812;2026-10-14\|91.05\|-2.99\|94.35\|95.57\|91.00\|26502;2026-10-15\|91.01\|-0.04\|86.30\|92.20\|86.30\|28890;2026-10-16\|90.20\|-0.89\|93.02\|94.43\|89.13\|38816;2026-10-19\|86.75\|-3.82\|90.95\|90.98\|78.00\|47410;2026-10-20\|86.90\|0.17\|86.40\|88.59\|85.00\|26996;2026-10-21\|84.87\|-2.34\|87.61\|88.14\|84.70\|23301;2026-10-22\|77.17\|-9.07\|85.47\|86.50\|77.11\|39862;2026-10-23\|76.23\|-1.22\|75.79\|77.50\|67.00\|54063;2026-10-26\|73.49\|-3.59\|75.52\|77.73\|73.08\|41116;2026-10-27\|68.07\|-7.38\|74.74\|75.86\|68.03\|34966;2026-10-28\|67.10\|-1.43\|68.24\|68.99\|65.17\|53149;2026-10-29\|65.89\|-1.80\|66.37\|68.10\|65.21\|32348;2026-10-30\|57.63\|-12.54\|64.76\|64.76\|57.63\|50372;2026-11-02\|56.89\|-1.28\|57.34\|58.66\|55.58\|48182;2026-11-03\|53.85\|-5.34\|56.29\|56.95\|52.94\|40035;2026-11-04\|59.40\|10.31\|54.03\|61.23\|51.12\|62316
134501	英伟达公开展示下一代共封装光学（CPO）技术	800G/1.6T电芯片+AI算力+光通信芯片行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2026年5月12日互动易，AI算力爆发驱动800G/1.6T光模块放量，公司400G/800G电芯片已工程流片，预计三季度回片并同步客户验证，1.6T技术同步研发。 2、据2026年5月15日机构调研纪要，公司单波100G/200G芯片匹配800G/1.6T需求，与头部云厂商联合开发LPO/NPO/CPO架构，国产替代空间明确。 3、据2026年4月28日一季报，公司一季度营收1.38亿元、净利2657万元，分别同比增长17.57%、20.04%，高端产品占比提升。	公司围绕1.6T光模块应用积极布局下一代速率产品，重点研发跨阻放大器、VCSEL激光器驱动器，以及面向LPO/NPO架构的MZ调制器驱动器等核心芯片，目前已进入样品测试阶段	2026-06-25\|443.00\|3.50\|428.00\|465.88\|419.00\|25269;2026-06-26\|397.67\|-10.23\|430.16\|430.16\|397.01\|18818;2026-06-29\|382.96\|-3.70\|391.50\|407.99\|362.00\|15428;2026-06-30\|402.43\|5.08\|385.95\|406.00\|374.00\|12574;2026-07-01\|388.00\|-3.59\|400.88\|415.00\|381.50\|14263;2026-07-02\|375.23\|-3.29\|371.10\|401.99\|365.00\|12569;2026-07-03\|357.80\|-4.65\|373.10\|377.97\|353.00\|13310;2026-07-06\|353.01\|-1.34\|360.00\|367.86\|331.00\|14757;2026-07-07\|348.19\|-1.37\|348.00\|359.52\|341.00\|8486;2026-07-08\|341.57\|-1.90\|351.88\|358.53\|330.02\|8689;2026-07-09\|359.94\|5.38\|348.40\|359.98\|335.30\|11485;2026-07-10\|348.00\|-3.32\|368.05\|378.88\|346.92\|12331;2026-07-13\|322.34\|-7.37\|340.00\|349.81\|319.01\|10784;2026-07-14\|340.33\|5.58\|322.40\|345.59\|322.40\|13173;2026-07-15\|316.00\|-7.15\|340.02\|344.00\|313.99\|11469;2026-07-16\|299.50\|-5.22\|311.34\|316.46\|298.03\|9826;2026-07-17\|259.96\|-13.20\|299.49\|299.49\|253.05\|15498;2026-07-20\|233.00\|-10.37\|267.65\|269.99\|222.11\|17831;2026-07-21\|261.02\|12.03\|238.83\|262.49\|213.84\|21052;2026-07-22\|261.04\|0.01\|262.00\|275.63\|255.00\|18700;2026-07-23\|253.76\|-2.79\|264.00\|267.01\|252.01\|11850;2026-07-24\|251.30\|-0.97\|252.00\|259.77\|249.03\|9300;2026-07-27\|258.90\|3.02\|254.57\|259.00\|242.92\|10287;2026-07-28\|231.86\|-10.44\|254.00\|258.00\|231.14\|12884;2026-07-29\|232.23\|0.16\|233.00\|238.00\|216.00\|13968;2026-07-30\|210.95\|-9.16\|231.69\|231.93\|206.01\|14314;2026-07-31\|222.00\|5.24\|229.00\|239.80\|221.39\|14976;2026-08-03\|219.84\|-0.97\|215.00\|226.60\|215.00\|11245;2026-08-04\|235.00\|6.90\|223.00\|237.37\|221.88\|16200;2026-08-05\|243.99\|3.83\|223.00\|244.85\|223.00\|19437;2026-08-06\|245.10\|0.45\|238.99\|253.00\|232.00\|18843;2026-08-07\|254.00\|3.63\|246.54\|257.17\|241.58\|19375;2026-08-10\|247.10\|-2.72\|259.00\|261.44\|241.11\|19098;2026-08-11\|258.52\|4.62\|244.00\|269.18\|239.59\|22634;2026-08-12\|266.31\|3.01\|263.98\|274.00\|258.00\|24200;2026-08-13\|258.94\|-2.77\|273.01\|277.98\|258.01\|33011;2026-08-14\|280.40\|8.29\|261.41\|290.00\|257.00\|40402;2026-08-17\|298.99\|6.63\|286.89\|308.87\|281.00\|37784;2026-08-18\|332.10\|11.07\|303.00\|342.00\|302.07\|38709;2026-08-19\|289.74\|-12.76\|314.75\|327.00\|287.85\|38867;2026-08-20\|310.00\|6.99\|300.00\|320.00\|291.00\|31082;2026-08-21\|319.10\|2.94\|306.80\|327.99\|300.00\|27469;2026-08-24\|335.00\|4.98\|325.00\|338.49\|308.00\|34188;2026-08-25\|339.01\|1.20\|320.00\|342.00\|301.03\|26871;2026-08-26\|318.11\|-6.17\|345.00\|347.48\|315.88\|25178;2026-08-27\|354.39\|11.40\|319.54\|359.12\|312.87\|36757;2026-08-28\|330.56\|-6.72\|345.00\|353.00\|330.50\|27038;2026-08-31\|323.52\|-2.13\|320.00\|330.00\|315.25\|17769;2026-09-01\|313.00\|-3.25\|324.12\|328.50\|308.88\|19461;2026-09-02\|307.00\|-1.92\|305.00\|312.88\|300.00\|14525;2026-09-03\|318.50\|3.75\|313.00\|323.99\|309.01\|17459;2026-09-04\|314.00\|-1.41\|321.39\|331.91\|305.01\|20199;2026-09-07\|338.00\|7.64\|319.58\|341.80\|318.00\|23550;2026-09-08\|333.01\|-1.48\|342.00\|351.25\|330.58\|19032;2026-09-09\|335.65\|0.79\|340.00\|361.00\|333.63\|23306;2026-09-10\|353.62\|5.35\|329.00\|360.00\|325.10\|25083;2026-09-11\|340.84\|-3.61\|348.00\|359.98\|330.40\|26197;2026-09-14\|334.00\|-2.01\|330.66\|347.00\|324.00\|17278;2026-09-15\|325.89\|-2.43\|328.88\|341.00\|323.30\|16369;2026-09-16\|339.32\|4.12\|322.07\|345.00\|322.00\|18434;2026-09-17\|343.40\|1.20\|336.00\|348.49\|335.00\|18445;2026-09-18\|369.90\|7.72\|354.95\|376.00\|350.02\|27652;2026-09-21\|360.60\|-2.51\|378.00\|379.88\|355.97\|20370;2026-09-22\|347.00\|-3.77\|367.73\|371.99\|345.02\|19218;2026-09-23\|361.32\|4.13\|349.00\|372.00\|343.13\|20084;2026-09-24\|335.56\|-7.13\|356.00\|359.90\|335.00\|15953;2026-09-28\|298.19\|-11.14\|332.21\|335.00\|292.11\|17202;2026-09-29\|310.06\|3.98\|298.19\|311.00\|291.80\|10705;2026-09-30\|300.21\|-3.18\|311.52\|316.52\|299.00\|8924;2026-10-08\|268.24\|-10.65\|292.33\|293.84\|265.00\|17815;2026-10-09\|261.15\|-2.64\|265.14\|274.50\|253.15\|15417;2026-10-12\|252.05\|-3.48\|255.85\|262.55\|252.00\|9890;2026-10-13\|257.41\|2.13\|240.01\|261.00\|236.40\|10550;2026-10-14\|254.09\|-1.29\|257.41\|267.88\|254.00\|9412;2026-10-15\|234.82\|-7.58\|245.00\|251.00\|233.98\|13087;2026-10-16\|238.72\|1.66\|245.00\|249.00\|235.07\|10686;2026-10-19\|232.00\|-2.81\|235.05\|238.50\|221.33\|11807;2026-10-20\|234.53\|1.09\|233.82\|242.46\|229.32\|11406;2026-10-21\|240.75\|2.65\|238.85\|249.49\|236.32\|12521;2026-10-22\|222.81\|-7.45\|240.75\|242.00\|222.81\|12046;2026-10-23\|229.18\|2.86\|220.00\|230.18\|205.19\|15437;2026-10-26\|222.14\|-3.07\|225.23\|228.98\|217.84\|9300;2026-10-27\|208.10\|-6.32\|227.31\|228.67\|208.02\|8627;2026-10-28\|219.31\|5.39\|212.26\|221.00\|211.00\|11225;2026-10-29\|203.61\|-7.16\|219.00\|224.57\|203.00\|12238;2026-10-30\|187.80\|-7.76\|193.58\|203.79\|187.00\|13838;2026-11-02\|189.97\|1.16\|189.09\|193.98\|182.61\|12497;2026-11-03\|172.02\|-9.45\|186.00\|187.86\|169.00\|14540;2026-11-04\|189.99\|10.45\|173.33\|190.00\|165.00\|2290540
134500	英伟达公开展示下一代共封装光学（CPO）技术	光通信+掺稀土光纤+商业航天+次新股行业原因： 1、韩股早盘大涨，SK海力士、三星电子涨超8%，带动科技股情绪回暖。 2、 8月11日，大和发表研报指，首次覆盖长飞光纤并给予“买入”评级，看好其受益于光纤行业强劲上升周期及光互联业务的高增长潜力。公司原因： 1、据2026年7月14日互动易及2026年5月22日招股说明书，公司面向高速光通信场景的超宽带L波段掺铒光纤主要性能指标达到国际先进水平，已进入国内主要光通信设备商供应链并实现批量销售，应用于400G光传输网络及全国一体化算力体系建设。 2、据2026年5月22日招股说明书，公司是国内特种光纤行业第一梯队企业，主要产品掺稀土光纤是光纤激光器、光纤放大器等的关键元器件，已与锐科激光、创鑫激光、杰普特等主要激光器厂商建立稳定合作关系。 3、据2026年3月17日问询函回复，公司前瞻布局商业航天空间激光通信赛道，抗辐照掺铒光纤、抗辐照掺铒镱光纤等产品已研发完成并向客户A、航天科技集团实现销售，构建了较高技术与认证壁垒。 4、公司于2026-05-27上市，主营业务为高性能、多品类特种光纤的研发、生产和销售。	公司掺铒光纤主要应用于光通信领域；公司生产的超宽带L波段掺铒光纤波长达到1627nm，主要性能指标达到国际先进水平，助力我国400G光传输网实现规模化商用，与光迅科技、德科立、昂纳科技等国内知名通信厂商建立了稳定的合作关系	2026-06-25\|473.01\|-1.59\|482.05\|499.98\|473.00\|28545;2026-06-26\|420.94\|-11.01\|455.00\|456.50\|410.00\|33665;2026-06-29\|431.59\|2.53\|419.90\|434.94\|401.52\|21676;2026-06-30\|454.50\|5.31\|432.00\|468.88\|412.00\|30783;2026-07-01\|424.00\|-6.71\|453.00\|453.02\|420.00\|25211;2026-07-02\|395.50\|-6.72\|406.00\|417.97\|395.25\|18769;2026-07-03\|397.00\|0.38\|387.58\|408.00\|387.58\|15493;2026-07-06\|362.00\|-8.82\|401.00\|405.50\|360.11\|20509;2026-07-07\|354.59\|-2.05\|363.45\|374.44\|347.77\|17034;2026-07-08\|396.31\|11.77\|351.09\|415.55\|333.33\|34669;2026-07-09\|403.24\|1.75\|385.00\|406.60\|372.57\|26632;2026-07-10\|391.00\|-3.04\|403.24\|416.66\|390.00\|23333;2026-07-13\|349.50\|-10.61\|374.00\|388.00\|346.95\|16606;2026-07-14\|366.18\|4.77\|350.00\|370.47\|342.00\|16179;2026-07-15\|358.76\|-2.03\|372.13\|385.01\|357.00\|16932;2026-07-16\|340.86\|-4.99\|349.14\|359.90\|340.00\|13401;2026-07-17\|297.98\|-12.58\|340.72\|345.00\|291.00\|27055;2026-07-20\|254.57\|-14.57\|299.00\|302.49\|244.00\|28851;2026-07-21\|276.20\|8.50\|253.57\|276.88\|231.30\|30338;2026-07-22\|255.90\|-7.35\|269.00\|276.66\|255.78\|17047;2026-07-23\|267.29\|4.45\|258.00\|270.00\|253.22\|14034;2026-07-24\|245.16\|-8.28\|260.00\|262.00\|243.01\|12905;2026-07-27\|250.85\|2.32\|240.00\|252.00\|232.30\|10139;2026-07-28\|229.12\|-8.66\|240.00\|245.50\|228.28\|12663;2026-07-29\|223.50\|-2.45\|230.00\|231.99\|217.00\|11364;2026-07-30\|200.00\|-10.51\|218.01\|223.50\|199.11\|14600;2026-07-31\|210.00\|5.00\|216.01\|225.28\|210.00\|17871;2026-08-03\|216.81\|3.24\|207.52\|221.87\|206.01\|12121;2026-08-04\|238.00\|9.77\|222.99\|243.40\|218.99\|21360;2026-08-05\|254.70\|7.02\|223.00\|260.21\|223.00\|30443;2026-08-06\|255.00\|0.12\|247.45\|260.00\|245.00\|21403;2026-08-07\|262.53\|2.95\|255.00\|272.99\|248.60\|30743;2026-08-10\|249.90\|-4.81\|262.00\|262.00\|245.11\|19081;2026-08-11\|250.02\|0.05\|248.96\|256.69\|244.11\|16845;2026-08-12\|300.02\|20.00\|251.30\|300.02\|246.27\|45076;2026-08-13\|311.90\|3.96\|318.00\|333.00\|308.00\|54243;2026-08-14\|355.55\|13.99\|315.80\|360.00\|301.11\|57707;2026-08-17\|358.00\|0.69\|345.00\|379.98\|339.00\|50404;2026-08-18\|350.10\|-2.21\|355.38\|365.50\|335.78\|37563;2026-08-19\|315.27\|-9.95\|336.00\|342.00\|315.11\|30150;2026-08-20\|336.47\|6.72\|323.00\|348.48\|309.28\|35784;2026-08-21\|321.36\|-4.49\|331.50\|340.00\|320.00\|26341;2026-08-24\|315.15\|-1.93\|318.47\|324.87\|305.88\|18365;2026-08-25\|316.70\|0.49\|302.00\|333.00\|302.00\|21061;2026-08-26\|296.20\|-6.47\|309.00\|309.16\|287.00\|28016;2026-08-27\|313.56\|5.86\|296.50\|318.57\|296.50\|27737;2026-08-28\|293.88\|-6.28\|312.32\|317.00\|293.61\|22282;2026-08-31\|292.36\|-0.52\|288.00\|295.00\|286.00\|13456;2026-09-01\|281.60\|-3.68\|298.45\|298.45\|276.46\|14698;2026-09-02\|275.56\|-2.14\|276.00\|280.00\|271.59\|10638;2026-09-03\|271.00\|-1.65\|278.50\|281.75\|269.13\|12008;2026-09-04\|262.30\|-3.21\|277.00\|279.00\|258.00\|14793;2026-09-07\|282.45\|7.68\|267.49\|287.86\|265.45\|23914;2026-09-08\|289.00\|2.32\|282.00\|303.97\|278.01\|27658;2026-09-09\|281.50\|-2.60\|295.96\|300.07\|277.60\|22756;2026-09-10\|270.60\|-3.87\|270.01\|283.99\|270.00\|13121;2026-09-11\|275.26\|1.72\|265.00\|285.00\|259.56\|21013;2026-09-14\|267.91\|-2.67\|265.00\|271.14\|254.00\|15416;2026-09-15\|271.09\|1.19\|263.02\|280.19\|261.10\|15303;2026-09-16\|284.15\|4.82\|271.00\|290.90\|269.00\|24081;2026-09-17\|279.62\|-1.59\|283.97\|288.00\|277.66\|17755;2026-09-18\|295.03\|5.51\|286.00\|295.60\|281.28\|25458;2026-09-21\|288.85\|-2.09\|294.13\|295.86\|286.00\|17601;2026-09-22\|284.52\|-1.50\|293.35\|301.28\|284.03\|20369;2026-09-23\|288.80\|1.50\|284.63\|291.94\|281.10\|13612;2026-09-24\|282.80\|-2.08\|285.03\|291.80\|282.35\|11344;2026-09-28\|246.89\|-12.70\|278.00\|279.00\|246.00\|18883;2026-09-29\|258.70\|4.78\|246.02\|264.63\|246.00\|15568;2026-09-30\|251.50\|-2.78\|267.00\|267.00\|250.58\|9481;2026-10-08\|230.36\|-8.41\|248.99\|249.66\|227.59\|13565;2026-10-09\|231.93\|0.68\|228.06\|233.60\|217.60\|12742;2026-10-12\|222.00\|-4.28\|229.66\|231.00\|220.20\|8337;2026-10-13\|228.51\|2.93\|213.60\|231.80\|210.00\|11144;2026-10-14\|220.50\|-3.51\|227.75\|230.80\|219.61\|8258;2026-10-15\|207.82\|-5.75\|200.85\|214.75\|200.85\|9619;2026-10-16\|204.70\|-1.50\|214.88\|214.98\|201.39\|10274;2026-10-19\|217.32\|6.17\|202.11\|221.30\|201.00\|15805;2026-10-20\|219.03\|0.79\|215.01\|221.79\|213.70\|11248;2026-10-21\|217.94\|-0.50\|220.20\|223.98\|216.00\|10694;2026-10-22\|208.15\|-4.49\|218.00\|221.00\|208.01\|9767;2026-10-23\|217.50\|4.49\|202.00\|218.78\|192.81\|14763;2026-10-26\|206.55\|-5.03\|213.24\|217.50\|203.58\|9926;2026-10-27\|190.00\|-8.01\|206.41\|208.00\|190.00\|13488;2026-10-28\|198.88\|4.67\|193.80\|199.86\|191.00\|12305;2026-10-29\|180.00\|-9.49\|197.95\|198.00\|180.00\|12775;2026-10-30\|170.20\|-5.44\|173.90\|183.40\|170.05\|11630;2026-11-02\|173.51\|1.94\|174.00\|176.50\|167.52\|10388;2026-11-03\|161.34\|-7.01\|169.00\|172.60\|159.81\|11820;2026-11-04\|178.29\|10.51\|163.77\|178.32\|160.24\|1664257
134499	英伟达公开展示下一代共封装光学（CPO）技术	CPO+半导体设备+光芯片+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月17日投资者关系活动记录表，AI算力基础设施建设带动高速光芯片、光模块等环节向公司设备需求提升，公司受益于AI产业发展的产品包括光芯片领域的排巴、拆巴、AOI检测等设备及高速光模块自动化产线等。 2、据2025年年度报告及2026年7月17日投资者关系活动记录表，公司大力发展半导体赛道，2025年半导体业务收入同比增长48.96%，占营业收入17.30%，构建了芯片分选、固晶、光模块自动化产线等产品线。 3、据同花顺iFinD数据，公司此前5个交易日累计涨跌幅为-15.59%。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.89\|-6.78\|89.62\|89.98\|81.00\|38966;2026-07-16\|76.70\|-6.34\|80.58\|81.29\|76.18\|40723;2026-07-17\|67.17\|-12.43\|76.18\|77.01\|65.90\|58610;2026-07-20\|60.00\|-10.67\|69.23\|69.90\|58.31\|61415;2026-07-21\|65.25\|8.75\|60.58\|65.36\|51.83\|70999;2026-07-22\|63.70\|-2.38\|64.88\|68.26\|63.08\|53404;2026-07-23\|62.21\|-2.34\|64.20\|66.72\|61.63\|34892;2026-07-24\|62.13\|-0.13\|61.89\|66.00\|60.00\|41608;2026-07-27\|65.71\|5.76\|62.94\|65.96\|61.88\|47265;2026-07-28\|61.80\|-5.95\|64.61\|66.36\|61.32\|41849;2026-07-29\|59.01\|-4.51\|61.81\|62.00\|56.12\|49297;2026-07-30\|52.51\|-11.02\|58.55\|58.87\|51.71\|51201;2026-07-31\|55.48\|5.66\|57.99\|63.01\|55.34\|109170;2026-08-03\|53.39\|-3.77\|54.80\|56.42\|52.72\|73744;2026-08-04\|57.31\|7.34\|54.49\|58.20\|53.43\|64066;2026-08-05\|62.53\|9.11\|55.74\|63.84\|55.00\|78420;2026-08-06\|64.99\|3.93\|61.52\|67.10\|60.65\|88521;2026-08-07\|69.07\|6.28\|64.71\|69.35\|63.65\|79371;2026-08-10\|66.21\|-4.14\|69.32\|70.43\|65.60\|88910;2026-08-11\|69.45\|4.89\|65.55\|71.43\|63.60\|100188;2026-08-12\|72.18\|3.93\|68.71\|73.85\|68.53\|85852;2026-08-13\|69.10\|-4.27\|72.56\|74.18\|69.00\|73053;2026-08-14\|71.88\|4.02\|69.12\|73.99\|68.82\|57919;2026-08-17\|74.50\|3.65\|72.16\|74.80\|70.51\|61708;2026-08-18\|75.45\|1.28\|77.00\|77.77\|72.80\|80407;2026-08-19\|67.49\|-10.55\|72.50\|73.54\|67.10\|68540;2026-08-20\|69.63\|3.17\|68.96\|71.00\|66.97\|50268;2026-08-21\|70.03\|0.57\|68.53\|72.05\|67.77\|39869;2026-08-24\|70.80\|1.10\|71.30\|74.28\|68.30\|73266;2026-08-25\|73.50\|3.81\|69.36\|74.61\|67.63\|78337;2026-08-26\|73.75\|0.34\|74.00\|78.20\|70.77\|86832;2026-08-27\|79.51\|7.81\|76.70\|82.55\|73.00\|130192;2026-08-28\|80.00\|0.62\|82.96\|84.94\|79.71\|91770;2026-08-31\|82.11\|2.64\|77.73\|83.50\|77.38\|70807;2026-09-01\|77.45\|-5.68\|81.67\|81.98\|76.50\|58553;2026-09-02\|77.65\|0.26\|76.00\|79.29\|75.30\|44138;2026-09-03\|78.84\|1.53\|78.53\|80.22\|77.06\|42415;2026-09-04\|75.59\|-4.12\|78.05\|81.81\|74.48\|53367;2026-09-07\|86.96\|15.04\|76.83\|87.17\|76.70\|98066;2026-09-08\|84.78\|-2.51\|86.83\|88.36\|84.10\|73301;2026-09-09\|83.58\|-1.42\|86.73\|86.90\|83.04\|61273;2026-09-10\|81.38\|-2.63\|82.72\|83.69\|80.90\|44424;2026-09-11\|79.16\|-2.73\|79.62\|82.50\|76.03\|58422;2026-09-14\|80.41\|1.58\|77.51\|81.80\|75.69\|46544;2026-09-15\|79.29\|-1.39\|79.37\|81.81\|79.01\|38074;2026-09-16\|85.94\|8.39\|79.41\|86.50\|79.17\|69146;2026-09-17\|85.00\|-1.09\|85.89\|87.59\|84.50\|54930;2026-09-18\|87.37\|2.79\|86.00\|87.96\|84.08\|55932;2026-09-21\|86.19\|-1.35\|87.37\|89.00\|85.10\|42464;2026-09-22\|86.91\|0.84\|88.50\|91.15\|86.34\|75006;2026-09-23\|92.60\|6.55\|86.54\|96.33\|86.08\|102626;2026-09-24\|87.00\|-6.05\|91.43\|91.43\|86.87\|55658;2026-09-28\|80.91\|-7.00\|87.89\|88.50\|80.12\|55718;2026-09-29\|81.40\|0.61\|80.11\|82.55\|80.06\|38852;2026-09-30\|79.05\|-2.89\|81.30\|82.78\|78.81\|36566;2026-10-08\|72.28\|-8.56\|79.41\|80.60\|71.33\|53466;2026-10-09\|69.04\|-4.48\|71.78\|72.70\|65.43\|48083;2026-10-12\|65.91\|-4.53\|68.01\|68.76\|65.80\|36062;2026-10-13\|67.35\|2.18\|64.04\|68.90\|60.83\|50616;2026-10-14\|65.40\|-2.90\|67.36\|68.16\|65.38\|31232;2026-10-15\|61.83\|-5.46\|62.31\|63.95\|60.30\|41086;2026-10-16\|60.22\|-2.60\|63.60\|64.29\|59.71\|35431;2026-10-19\|58.28\|-3.22\|59.74\|60.15\|55.45\|38801;2026-10-20\|60.71\|4.17\|58.01\|62.24\|57.79\|43051;2026-10-21\|61.74\|1.70\|61.31\|64.42\|61.20\|36266;2026-10-22\|57.11\|-7.50\|61.56\|62.00\|56.79\|44690;2026-10-23\|58.06\|1.66\|55.46\|58.66\|51.81\|57784;2026-10-26\|55.18\|-4.96\|57.72\|57.84\|54.10\|47412;2026-10-27\|52.45\|-4.95\|56.28\|56.70\|52.45\|34486;2026-10-28\|55.52\|5.85\|54.70\|55.80\|52.70\|46591;2026-10-29\|47.85\|-13.81\|53.04\|53.64\|47.80\|66040;2026-10-30\|44.97\|-6.02\|46.20\|48.71\|44.97\|54627;2026-11-02\|45.30\|0.73\|45.00\|46.30\|43.47\|52848;2026-11-03\|41.81\|-7.70\|44.51\|44.96\|41.23\|47089;2026-11-04\|46.23\|10.57\|41.89\|46.38\|40.43\|63655
134498	英伟达公开展示下一代共封装光学（CPO）技术	半导体检测+人形机器人+业绩增长行业原因： 1、OpenAI发布GPT-6 Astra，上周五美国半导体股走强，费城半导体指数上涨3.37%，带动全球科技股情绪。 2、野村东方国际证券8月17日研报指出，2026年全球先进封装资本开支预计同比增长40%至238亿美元，产能扩张与供给紧张并存。公司原因： 1、据2026年4月30日年报，公司推出基于PXIe架构的射频专用测试机及支持并测128Site的先进封装系统模块测试机，持续拓展半导体测试业务。 2、据2026年8月29日半年度报告，公司已推出机器人头部声学功能测试机、机器人面罩畸变校准测试机，布局人形机器人零部件测试设备。 3、据2026年8月29日半年报，公司上半年营业收入11.34亿元，同比增长23.91%；归母净利润9488.96万元，同比增长20.85%。	1、公司拟以现金2.06亿元收购武汉普赛斯39%股权，标的长期专注于光电测试仪器仪表与测试装备，产品覆盖示波器、源表、误码仪等光模块测试全品类产品； 2、公司人形机器人控制器模块测试设备已供货海外实验室，并计划2026年继续扩大该领域测试业务	2026-06-25\|92.54\|2.83\|87.00\|93.00\|86.30\|133013;2026-06-26\|87.66\|-5.27\|91.44\|94.07\|87.00\|101033;2026-06-29\|82.00\|-6.46\|91.21\|91.25\|80.50\|129070;2026-06-30\|85.70\|4.51\|82.53\|87.58\|81.00\|83473;2026-07-01\|79.20\|-7.58\|86.42\|86.42\|78.77\|121387;2026-07-02\|73.30\|-7.45\|78.00\|79.15\|73.03\|104150;2026-07-03\|72.58\|-0.98\|73.30\|77.90\|71.33\|89137;2026-07-06\|68.00\|-6.31\|73.40\|74.44\|67.28\|100328;2026-07-07\|66.67\|-1.96\|68.80\|68.80\|65.11\|69842;2026-07-08\|65.16\|-2.26\|68.20\|69.23\|63.50\|67420;2026-07-09\|68.11\|4.61\|66.36\|68.41\|63.06\|78231;2026-07-10\|64.38\|-5.48\|69.47\|70.19\|64.13\|89070;2026-07-13\|58.90\|-8.51\|62.66\|64.16\|58.40\|97541;2026-07-14\|62.06\|5.37\|59.39\|63.50\|58.40\|93924;2026-07-15\|62.99\|1.50\|62.74\|64.96\|61.78\|83729;2026-07-16\|60.82\|-3.44\|62.50\|64.74\|60.00\|106332;2026-07-17\|54.36\|-10.62\|60.66\|61.49\|53.19\|122097;2026-07-20\|47.80\|-12.07\|55.76\|56.96\|45.89\|142347;2026-07-21\|57.36\|20.00\|48.55\|57.36\|44.49\|190925;2026-07-22\|52.81\|-7.93\|54.81\|58.84\|52.24\|137465;2026-07-23\|50.32\|-4.71\|53.33\|55.28\|49.50\|95979;2026-07-24\|49.77\|-1.09\|49.55\|51.78\|48.88\|90038;2026-07-27\|51.50\|3.48\|49.77\|52.00\|47.51\|69813;2026-07-28\|47.00\|-8.74\|50.00\|51.76\|46.23\|74995;2026-07-29\|46.16\|-1.79\|47.84\|47.86\|42.81\|107005;2026-07-30\|42.00\|-9.01\|46.52\|46.66\|41.24\|107012;2026-07-31\|43.18\|2.81\|46.00\|47.64\|43.10\|98712;2026-08-03\|42.00\|-2.73\|42.00\|44.18\|40.66\|103572;2026-08-04\|45.29\|7.83\|42.22\|45.75\|41.70\|77038;2026-08-05\|48.14\|6.29\|43.82\|48.54\|43.82\|93893;2026-08-06\|49.12\|2.04\|47.74\|50.18\|46.59\|85937;2026-08-07\|51.39\|4.62\|48.11\|52.69\|47.80\|99469;2026-08-10\|49.36\|-3.95\|51.39\|51.39\|47.50\|108394;2026-08-11\|49.26\|-0.20\|49.49\|50.64\|47.80\|61746;2026-08-12\|50.36\|2.23\|48.52\|51.50\|48.52\|66682;2026-08-13\|49.00\|-2.70\|50.86\|53.28\|48.82\|84861;2026-08-14\|50.39\|2.84\|49.72\|50.68\|49.00\|59701;2026-08-17\|56.08\|11.29\|50.74\|56.98\|50.62\|131607;2026-08-18\|59.45\|6.01\|56.49\|60.12\|56.13\|175510;2026-08-19\|52.05\|-12.45\|57.00\|57.83\|51.50\|127014;2026-08-20\|53.32\|2.44\|53.00\|54.67\|51.50\|103594;2026-08-21\|52.99\|-0.62\|52.59\|55.49\|51.72\|72280;2026-08-24\|51.28\|-3.23\|52.95\|52.95\|49.90\|70825;2026-08-25\|51.29\|0.02\|50.64\|52.18\|48.64\|62765;2026-08-26\|50.68\|-1.19\|51.00\|52.85\|49.73\|54105;2026-08-27\|55.03\|8.58\|50.50\|55.18\|50.50\|89582;2026-08-28\|52.33\|-4.91\|54.40\|55.22\|52.17\|66717;2026-08-31\|54.89\|4.89\|52.60\|55.80\|51.46\|88024;2026-09-01\|51.60\|-5.99\|54.35\|54.83\|51.01\|70974;2026-09-02\|49.66\|-3.76\|51.00\|51.35\|49.22\|54686;2026-09-03\|51.30\|3.30\|50.60\|52.70\|49.43\|74802;2026-09-04\|48.55\|-5.36\|51.86\|56.60\|48.00\|134079;2026-09-07\|58.26\|20.00\|50.80\|58.26\|49.52\|193159;2026-09-08\|61.06\|4.81\|58.00\|63.81\|57.26\|250602;2026-09-09\|66.31\|8.60\|62.28\|67.88\|62.28\|190509;2026-09-10\|64.60\|-2.58\|66.09\|67.50\|64.01\|114899;2026-09-11\|62.31\|-3.54\|63.76\|65.30\|60.38\|173233;2026-09-14\|64.20\|3.03\|60.90\|66.30\|59.00\|143940;2026-09-15\|64.02\|-0.28\|64.47\|65.84\|62.31\|98757;2026-09-16\|68.90\|7.62\|63.46\|69.71\|62.80\|143773;2026-09-17\|70.50\|2.32\|68.90\|72.96\|67.60\|154254;2026-09-18\|75.37\|6.94\|71.19\|75.37\|68.75\|129712;2026-09-21\|75.17\|-0.27\|73.99\|75.91\|71.68\|118012;2026-09-22\|73.36\|-2.41\|75.28\|75.60\|71.50\|119379;2026-09-23\|70.74\|-3.57\|73.14\|76.26\|70.36\|153324;2026-09-24\|67.57\|-4.48\|69.43\|70.98\|67.40\|122322;2026-09-28\|61.82\|-8.51\|67.33\|69.00\|60.92\|118239;2026-09-29\|62.45\|1.02\|62.09\|64.66\|60.61\|128551;2026-09-30\|60.69\|-2.82\|63.19\|63.65\|60.60\|75976;2026-10-08\|56.72\|-6.54\|60.76\|61.80\|55.76\|115025;2026-10-09\|55.20\|-2.68\|56.49\|56.70\|51.08\|123883;2026-10-12\|53.00\|-3.99\|54.99\|56.30\|52.81\|71174;2026-10-13\|55.30\|4.34\|51.60\|56.66\|49.01\|121239;2026-10-14\|52.97\|-4.21\|56.13\|56.50\|52.53\|74595;2026-10-15\|49.66\|-6.25\|51.00\|51.92\|48.80\|91561;2026-10-16\|49.02\|-1.29\|51.00\|51.40\|48.40\|68965;2026-10-19\|47.20\|-3.71\|48.54\|48.60\|45.03\|70782;2026-10-20\|47.73\|1.12\|47.00\|49.35\|46.44\|67400;2026-10-21\|46.90\|-1.74\|48.38\|49.57\|46.11\|70302;2026-10-22\|43.50\|-7.25\|47.58\|48.78\|43.48\|94904;2026-10-23\|44.57\|2.46\|42.63\|45.00\|38.78\|136243;2026-10-26\|42.31\|-5.07\|44.44\|44.49\|41.65\|84262;2026-10-27\|39.82\|-5.89\|43.66\|43.78\|39.72\|61699;2026-10-28\|41.98\|5.42\|40.47\|42.73\|40.09\|66485;2026-10-29\|38.53\|-8.22\|42.54\|42.54\|38.50\|70110;2026-10-30\|35.80\|-7.09\|37.00\|38.98\|35.80\|76310;2026-11-02\|37.62\|5.08\|36.74\|38.20\|35.80\|102243;2026-11-03\|35.08\|-6.75\|37.00\|37.46\|34.50\|73378;2026-11-04\|38.80\|10.60\|35.25\|38.88\|34.16\|9495033
134497	英伟达公开展示下一代共封装光学（CPO）技术	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-06-25\|231.41\|-5.60\|240.00\|245.91\|225.58\|84561;2026-06-26\|221.05\|-4.48\|229.33\|240.00\|220.00\|58158;2026-06-29\|198.00\|-10.43\|213.73\|218.00\|196.61\|70108;2026-06-30\|208.32\|5.21\|198.00\|211.70\|190.18\|64753;2026-07-01\|200.30\|-3.85\|206.98\|219.55\|198.50\|56311;2026-07-02\|188.85\|-5.72\|192.17\|199.90\|186.01\|51022;2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788;2026-07-13\|182.00\|-8.40\|197.71\|201.50\|180.00\|44882;2026-07-14\|188.60\|3.63\|182.01\|190.27\|173.73\|45779;2026-07-15\|178.99\|-5.10\|192.38\|197.68\|177.40\|38798;2026-07-16\|187.54\|4.78\|178.00\|192.20\|167.03\|70273;2026-07-17\|162.08\|-13.58\|184.11\|186.01\|161.25\|60436;2026-07-20\|151.58\|-6.48\|170.25\|171.76\|145.81\|55134;2026-07-21\|157.59\|3.96\|155.00\|158.71\|122.04\|87666;2026-07-22\|150.10\|-4.75\|151.00\|159.99\|148.50\|60016;2026-07-23\|145.70\|-2.93\|151.98\|156.66\|144.00\|48428;2026-07-24\|140.50\|-3.57\|143.39\|147.82\|140.08\|35614;2026-07-27\|149.13\|6.14\|140.50\|149.60\|136.99\|43004;2026-07-28\|136.01\|-8.80\|146.14\|149.59\|134.96\|44975;2026-07-29\|132.23\|-2.78\|136.01\|137.37\|124.88\|54945;2026-07-30\|117.75\|-10.95\|130.99\|132.80\|115.50\|59567;2026-07-31\|124.63\|5.84\|130.58\|135.00\|124.43\|61571;2026-08-03\|126.00\|1.10\|122.00\|129.49\|120.27\|57027;2026-08-04\|136.81\|8.58\|126.56\|139.00\|126.56\|69568;2026-08-05\|141.70\|3.57\|131.78\|143.55\|130.00\|74026;2026-08-06\|145.80\|2.89\|139.99\|147.11\|138.50\|58787;2026-08-07\|152.11\|4.33\|148.63\|153.51\|144.23\|52540;2026-08-10\|158.19\|4.00\|155.00\|168.08\|152.50\|77399;2026-08-11\|153.11\|-3.21\|155.13\|160.30\|151.55\|52450;2026-08-12\|170.04\|11.06\|153.66\|183.73\|151.10\|137712;2026-08-13\|168.04\|-1.18\|173.60\|179.90\|167.90\|101685;2026-08-14\|175.50\|4.44\|171.40\|178.40\|167.21\|61265;2026-08-17\|182.48\|3.98\|179.00\|184.98\|175.39\|80889;2026-08-18\|183.00\|0.28\|181.01\|185.00\|175.47\|59352;2026-08-19\|163.50\|-10.66\|175.91\|177.99\|161.74\|71551;2026-08-20\|175.00\|7.03\|166.13\|176.00\|161.11\|58388;2026-08-21\|173.10\|-1.09\|171.00\|183.60\|168.01\|59078;2026-08-24\|168.00\|-2.95\|174.53\|174.99\|163.50\|42165;2026-08-25\|171.61\|2.15\|165.00\|172.88\|162.66\|36125;2026-08-26\|167.00\|-2.69\|176.01\|177.62\|160.22\|53718;2026-08-27\|178.28\|6.75\|170.35\|183.43\|166.16\|75837;2026-08-28\|174.25\|-2.26\|177.10\|183.53\|174.01\|55403;2026-08-31\|178.90\|2.67\|170.02\|180.28\|170.00\|42587;2026-09-01\|170.40\|-4.75\|178.92\|179.10\|168.80\|44430;2026-09-02\|170.95\|0.32\|167.00\|174.77\|166.00\|38896;2026-09-03\|181.88\|6.39\|172.00\|184.00\|165.68\|91310;2026-09-04\|171.68\|-5.61\|181.91\|189.30\|170.02\|78137;2026-09-07\|197.00\|14.75\|178.00\|197.50\|176.20\|119960;2026-09-08\|188.88\|-4.12\|196.68\|196.99\|187.20\|77721;2026-09-09\|195.55\|3.53\|196.95\|201.90\|190.80\|96587;2026-09-10\|193.29\|-1.16\|195.33\|197.76\|190.33\|51625;2026-09-11\|182.30\|-5.69\|188.67\|199.67\|176.58\|87483;2026-09-14\|180.40\|-1.04\|174.90\|186.88\|172.02\|47710;2026-09-15\|178.62\|-0.99\|179.74\|184.99\|177.70\|35939;2026-09-16\|214.34\|20.00\|181.10\|214.34\|180.38\|124766;2026-09-17\|216.15\|0.84\|218.41\|221.99\|214.51\|115542;2026-09-18\|214.11\|-0.94\|217.14\|218.31\|210.01\|76700;2026-09-21\|219.28\|2.41\|218.40\|223.69\|212.60\|78189;2026-09-22\|218.87\|-0.19\|220.67\|222.00\|217.21\|61260;2026-09-23\|218.30\|-0.26\|221.80\|224.18\|217.17\|50139;2026-09-24\|206.00\|-5.63\|220.48\|221.58\|206.00\|58900;2026-09-28\|182.00\|-11.65\|204.00\|204.82\|180.50\|67856;2026-09-29\|189.90\|4.34\|182.08\|192.50\|178.07\|53688;2026-09-30\|190.73\|0.44\|193.70\|196.38\|188.42\|37939;2026-10-08\|209.86\|10.03\|218.00\|222.88\|202.22\|117055;2026-10-09\|222.00\|5.78\|213.01\|228.00\|206.00\|119585;2026-10-12\|211.09\|-4.91\|211.14\|222.53\|204.04\|74149;2026-10-13\|221.00\|4.69\|202.40\|226.88\|198.81\|103733;2026-10-14\|211.02\|-4.52\|218.02\|223.00\|210.00\|62573;2026-10-15\|194.37\|-7.89\|202.98\|213.00\|191.55\|75912;2026-10-16\|188.00\|-3.28\|197.00\|199.80\|185.60\|61204;2026-10-19\|182.10\|-3.14\|186.51\|189.00\|170.10\|59810;2026-10-20\|179.06\|-1.67\|182.15\|186.66\|173.00\|44251;2026-10-21\|209.72\|17.12\|182.03\|214.87\|182.03\|113765;2026-10-22\|194.99\|-7.02\|207.38\|209.40\|191.68\|84870;2026-10-23\|187.90\|-3.64\|195.01\|197.10\|170.00\|90413;2026-10-26\|171.06\|-8.96\|179.00\|180.00\|162.84\|75250;2026-10-27\|175.55\|2.62\|176.38\|191.70\|175.00\|73775;2026-10-28\|179.90\|2.48\|184.00\|184.90\|174.20\|71164;2026-10-29\|155.16\|-13.75\|175.09\|176.00\|155.10\|75278;2026-10-30\|145.00\|-6.55\|146.45\|158.00\|141.00\|60893;2026-11-02\|142.55\|-1.69\|146.51\|147.00\|139.00\|46855;2026-11-03\|124.47\|-12.68\|137.56\|138.76\|123.46\|61466;2026-11-04\|137.78\|10.69\|123.81\|138.24\|120.00\|70984
134496	英伟达公开展示下一代共封装光学（CPO）技术	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料，公司采购法拉第旋转片用于生产光隔离器	2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572;2026-07-20\|166.10\|0.62\|181.00\|184.89\|160.88\|59923;2026-07-21\|182.33\|9.77\|172.82\|184.98\|142.00\|76219;2026-07-22\|183.00\|0.37\|181.00\|194.90\|179.23\|64844;2026-07-23\|181.22\|-0.97\|184.61\|191.90\|179.58\|43239;2026-07-24\|180.50\|-0.40\|175.80\|187.30\|173.24\|31991;2026-07-27\|182.18\|0.93\|178.11\|184.36\|175.01\|34497;2026-07-28\|162.30\|-10.91\|174.70\|178.94\|161.01\|41749;2026-07-29\|155.55\|-4.16\|162.00\|164.00\|146.80\|49890;2026-07-30\|135.00\|-13.21\|152.62\|154.95\|133.00\|59845;2026-07-31\|143.66\|6.41\|147.00\|152.01\|143.66\|50973;2026-08-03\|142.33\|-0.93\|143.12\|147.73\|139.78\|38176;2026-08-04\|160.59\|12.83\|146.00\|162.70\|143.70\|64005;2026-08-05\|161.45\|0.54\|148.90\|163.78\|148.00\|66858;2026-08-06\|164.30\|1.77\|158.00\|168.88\|157.01\|47854;2026-08-07\|170.16\|3.57\|166.80\|171.43\|163.05\|50730;2026-08-10\|179.91\|5.73\|188.88\|190.86\|175.01\|80845;2026-08-11\|191.30\|6.33\|178.31\|197.00\|172.81\|82553;2026-08-12\|200.69\|4.91\|189.17\|206.00\|188.62\|86136;2026-08-13\|196.93\|-1.87\|205.00\|208.51\|196.91\|79849;2026-08-14\|205.40\|4.30\|198.51\|206.80\|195.88\|64901;2026-08-17\|215.69\|5.01\|204.26\|217.11\|204.21\|57841;2026-08-18\|217.53\|0.85\|216.83\|218.46\|211.67\|47669;2026-08-19\|205.38\|-5.59\|214.68\|218.37\|204.69\|55750;2026-08-20\|225.38\|9.74\|209.48\|229.80\|202.02\|82322;2026-08-21\|242.41\|7.56\|227.23\|268.88\|226.55\|115816;2026-08-24\|235.19\|-2.98\|243.37\|254.00\|231.31\|85117;2026-08-25\|233.35\|-0.78\|235.21\|239.88\|226.00\|49411;2026-08-26\|225.71\|-3.27\|234.87\|236.00\|222.78\|43996;2026-08-27\|236.00\|4.56\|232.52\|238.68\|223.82\|57020;2026-08-28\|230.90\|-2.16\|234.80\|240.00\|230.50\|38874;2026-08-31\|229.68\|-0.53\|230.01\|235.00\|226.51\|31158;2026-09-01\|224.50\|-2.26\|228.00\|230.68\|219.99\|30774;2026-09-02\|220.88\|-1.61\|220.41\|227.00\|217.70\|26200;2026-09-03\|218.56\|-1.05\|225.01\|228.36\|216.00\|24076;2026-09-04\|212.14\|-2.94\|222.21\|227.77\|209.89\|32148;2026-09-07\|242.75\|14.43\|215.88\|246.98\|214.24\|66143;2026-09-08\|235.69\|-2.91\|242.87\|244.99\|234.80\|36573;2026-09-09\|234.00\|-0.72\|238.69\|241.85\|232.58\|35072;2026-09-10\|235.39\|0.59\|229.95\|238.60\|229.85\|30197;2026-09-11\|246.99\|4.93\|232.01\|248.88\|230.00\|68740;2026-09-14\|257.36\|4.20\|246.99\|263.69\|243.99\|62075;2026-09-15\|264.68\|2.84\|257.85\|268.61\|252.25\|45679;2026-09-16\|302.41\|14.25\|262.99\|308.00\|262.03\|78087;2026-09-17\|297.10\|-1.76\|300.98\|306.00\|291.20\|63458;2026-09-18\|303.13\|2.03\|298.00\|306.73\|289.00\|58735;2026-09-21\|303.53\|0.13\|300.90\|307.10\|294.00\|44607;2026-09-22\|306.23\|0.89\|310.00\|313.40\|299.01\|45765;2026-09-23\|313.77\|2.46\|311.47\|319.99\|306.46\|36619;2026-09-24\|306.60\|-2.29\|313.61\|316.99\|306.20\|33743;2026-09-28\|282.00\|-8.02\|308.60\|308.88\|276.00\|53610;2026-09-29\|292.12\|3.59\|286.24\|296.28\|279.00\|36481;2026-09-30\|276.62\|-5.31\|294.00\|295.74\|276.02\|32948;2026-10-08\|255.33\|-7.70\|281.03\|281.99\|252.11\|41360;2026-10-09\|248.12\|-2.82\|253.79\|255.00\|233.92\|40485;2026-10-12\|235.60\|-5.05\|245.65\|246.60\|235.60\|30528;2026-10-13\|252.11\|7.01\|227.43\|256.90\|223.35\|50513;2026-10-14\|243.80\|-3.30\|249.99\|255.85\|242.00\|32988;2026-10-15\|241.00\|-1.15\|232.00\|253.65\|229.94\|44260;2026-10-16\|230.99\|-4.15\|245.00\|246.79\|228.00\|40322;2026-10-19\|218.98\|-5.20\|228.68\|230.98\|212.00\|35261;2026-10-20\|227.86\|4.06\|214.89\|232.98\|214.22\|30342;2026-10-21\|244.32\|7.22\|230.11\|246.00\|229.50\|50776;2026-10-22\|228.00\|-6.68\|241.06\|243.80\|227.62\|43313;2026-10-23\|225.81\|-0.96\|222.56\|228.29\|204.00\|50814;2026-10-26\|214.18\|-5.15\|222.50\|222.50\|210.00\|34579;2026-10-27\|206.19\|-3.73\|218.95\|219.98\|206.19\|29173;2026-10-28\|196.90\|-4.51\|210.11\|213.95\|189.17\|73480;2026-10-29\|172.01\|-12.64\|191.78\|193.25\|171.13\|53254;2026-10-30\|152.60\|-11.28\|166.65\|166.65\|152.28\|56206;2026-11-02\|152.19\|-0.27\|155.03\|157.12\|148.00\|53276;2026-11-03\|136.36\|-10.40\|149.00\|149.22\|134.00\|45356;2026-11-04\|150.95\|10.70\|138.08\|152.86\|131.62\|62612
134495	英伟达公开展示下一代共封装光学（CPO）技术		1、公司拟以现金4亿元收购深圳兴启航100%股权，进一步拓展AI算力与光通信领域的智能装备业务；公司主营业务为精密激光加工智能装备的研产销，主要产品包括锂电池电芯自动装配线、模组/PACK自动装配线等自动化产线及各类精密激光加工智能化专机，广泛应用于锂电池、家电厨卫和装配式建筑等行业	2026-06-25\|72.72\|-3.71\|75.48\|76.89\|70.16\|13568;2026-06-26\|73.90\|1.62\|73.20\|74.35\|71.09\|7594;2026-06-29\|71.16\|-3.71\|74.85\|74.88\|71.10\|7474;2026-06-30\|74.16\|4.22\|70.50\|74.22\|69.66\|10735;2026-07-01\|74.92\|1.02\|74.66\|77.28\|74.07\|10204;2026-07-02\|73.80\|-1.49\|75.88\|75.88\|72.50\|7602;2026-07-03\|78.18\|5.93\|75.00\|80.20\|74.00\|26992;2026-07-06\|73.37\|-6.15\|78.22\|80.29\|71.50\|23680;2026-07-07\|70.70\|-3.64\|73.20\|73.87\|67.70\|14763;2026-07-08\|70.39\|-0.44\|70.70\|71.49\|67.60\|7777;2026-07-09\|69.77\|-0.88\|70.40\|70.67\|66.50\|11741;2026-07-10\|67.66\|-3.02\|69.77\|70.10\|66.88\|10755;2026-07-13\|61.22\|-9.52\|68.56\|68.56\|61.01\|16863;2026-07-14\|64.56\|5.46\|61.22\|65.97\|56.31\|18259;2026-07-15\|70.00\|8.43\|65.88\|71.58\|64.22\|22495;2026-07-16\|68.68\|-1.89\|70.00\|70.13\|67.65\|8416;2026-07-17\|66.25\|-3.54\|68.67\|69.45\|65.50\|7325;2026-07-20\|53.00\|-20.00\|68.48\|68.48\|53.00\|15050;2026-07-21\|61.50\|16.04\|55.58\|61.50\|53.30\|21520;2026-07-22\|61.27\|-0.37\|60.20\|63.99\|60.20\|15062;2026-07-23\|63.33\|3.36\|62.75\|64.63\|61.27\|11919;2026-07-24\|61.60\|-2.73\|63.10\|63.20\|61.10\|6529;2026-07-27\|59.90\|-2.76\|60.45\|63.58\|58.30\|21069;2026-07-28\|60.00\|0.17\|58.00\|61.66\|58.00\|9036;2026-07-29\|59.60\|-0.67\|60.84\|60.84\|58.03\|9418;2026-07-30\|55.90\|-6.21\|60.68\|60.68\|55.00\|13147;2026-07-31\|57.50\|2.86\|58.19\|58.87\|56.00\|9531;2026-08-03\|60.00\|4.35\|58.70\|60.50\|56.71\|11093;2026-08-04\|68.00\|13.33\|60.22\|68.00\|60.00\|24108;2026-08-05\|69.32\|1.94\|65.49\|71.50\|65.49\|13323;2026-08-06\|73.50\|6.03\|69.34\|73.50\|69.34\|15882;2026-08-07\|72.70\|-1.09\|73.51\|74.47\|71.50\|11420;2026-08-10\|74.00\|1.79\|73.00\|74.72\|72.20\|6584;2026-08-11\|74.06\|0.08\|74.54\|76.22\|73.41\|8688;2026-08-13\|69.00\|-6.83\|75.88\|75.88\|65.88\|41683;2026-08-14\|75.45\|9.35\|69.00\|75.99\|68.90\|35956;2026-08-17\|78.90\|4.57\|76.14\|78.90\|70.50\|35482;2026-08-18\|76.33\|-3.26\|75.42\|79.00\|73.55\|39185;2026-08-19\|72.00\|-5.67\|74.99\|75.48\|70.00\|23501;2026-08-20\|71.12\|-1.22\|72.01\|73.45\|69.70\|17365;2026-08-21\|73.18\|2.90\|72.00\|73.45\|70.18\|17794;2026-08-24\|70.20\|-4.07\|72.68\|72.68\|68.00\|20423;2026-08-25\|69.80\|-0.57\|69.52\|70.50\|66.25\|14447;2026-08-26\|70.58\|1.12\|69.01\|71.46\|69.00\|12679;2026-08-27\|74.66\|5.78\|71.00\|74.66\|70.48\|26483;2026-08-28\|72.07\|-3.47\|74.28\|76.05\|71.59\|19925;2026-08-31\|72.28\|0.29\|70.63\|72.68\|69.34\|10618;2026-09-01\|71.31\|-1.34\|72.25\|72.68\|70.31\|9980;2026-09-02\|73.50\|3.07\|70.00\|75.51\|69.86\|23706;2026-09-03\|74.28\|1.06\|73.72\|76.80\|73.11\|15271;2026-09-04\|75.58\|1.75\|76.49\|77.77\|74.50\|18448;2026-09-07\|76.70\|1.48\|77.35\|77.55\|75.20\|14489;2026-09-08\|77.42\|0.94\|76.51\|79.65\|73.80\|27578;2026-09-09\|79.76\|3.02\|77.40\|81.66\|76.68\|37717;2026-09-10\|75.18\|-5.74\|79.02\|79.02\|75.03\|26421;2026-09-11\|73.36\|-2.42\|74.44\|76.65\|72.26\|13891;2026-09-14\|76.36\|4.09\|72.49\|76.47\|71.50\|15127;2026-09-15\|75.65\|-0.93\|76.44\|77.56\|74.00\|11705;2026-09-16\|75.31\|-0.45\|75.75\|77.00\|74.51\|11805;2026-09-17\|76.75\|1.91\|75.00\|78.66\|75.00\|14421;2026-09-18\|79.82\|4.00\|77.50\|81.48\|77.07\|25896;2026-09-21\|77.81\|-2.52\|79.40\|80.00\|76.00\|23973;2026-09-22\|79.73\|2.47\|78.29\|83.50\|78.00\|27079;2026-09-23\|77.59\|-2.68\|79.57\|80.08\|76.75\|18731;2026-09-24\|80.66\|3.96\|77.59\|82.80\|77.13\|40572;2026-09-28\|73.50\|-8.88\|80.00\|80.99\|73.44\|35616;2026-09-29\|72.77\|-0.99\|73.44\|74.20\|71.10\|22690;2026-09-30\|71.25\|-2.09\|72.78\|73.77\|70.86\|13911;2026-10-08\|72.00\|1.05\|72.74\|74.37\|70.60\|14941;2026-10-09\|69.90\|-2.92\|71.82\|71.82\|66.66\|23036;2026-10-12\|68.48\|-2.03\|70.35\|70.35\|67.20\|10859;2026-10-13\|66.36\|-3.10\|67.03\|67.47\|62.80\|27259;2026-10-14\|62.17\|-6.31\|65.98\|67.49\|62.11\|18117;2026-10-15\|61.58\|-0.95\|60.00\|64.76\|59.00\|20138;2026-10-16\|64.87\|5.34\|63.50\|66.66\|63.00\|26544;2026-10-19\|64.60\|-0.42\|64.50\|65.80\|60.52\|22028;2026-10-20\|66.36\|2.72\|65.09\|68.10\|63.74\|17487;2026-10-21\|66.41\|0.08\|67.11\|68.07\|65.75\|10794;2026-10-22\|64.17\|-3.37\|66.90\|67.50\|64.17\|10896;2026-10-23\|64.40\|0.36\|64.17\|65.70\|58.70\|26148;2026-10-26\|69.07\|7.25\|65.48\|69.80\|65.30\|33102;2026-10-27\|67.29\|-2.58\|69.81\|70.69\|66.61\|17147;2026-10-28\|69.30\|2.99\|74.00\|75.00\|68.00\|63415;2026-10-29\|59.32\|-14.40\|67.50\|68.74\|58.56\|48661;2026-10-30\|54.38\|-8.33\|56.00\|60.50\|54.30\|42643;2026-11-02\|56.25\|3.44\|57.25\|58.33\|54.06\|33100;2026-11-03\|51.80\|-7.91\|56.00\|56.00\|50.68\|26222;2026-11-04\|57.37\|10.75\|53.00\|58.08\|49.59\|4277313
134494	英伟达公开展示下一代共封装光学（CPO）技术		公司签订约8915万元光通信领域高端光器件销售订单	2026-06-25\|204.10\|-1.79\|209.00\|212.48\|201.37\|78150;2026-06-26\|187.60\|-8.08\|200.50\|200.80\|186.00\|93077;2026-06-29\|183.95\|-1.95\|188.64\|192.71\|174.90\|89404;2026-06-30\|192.58\|4.69\|185.98\|195.28\|180.49\|72163;2026-07-01\|189.50\|-1.60\|191.13\|196.00\|185.71\|86727;2026-07-02\|170.38\|-10.09\|185.00\|189.40\|169.45\|83578;2026-07-03\|164.60\|-3.39\|173.10\|173.30\|164.60\|86462;2026-07-06\|157.72\|-4.18\|165.00\|168.50\|156.04\|72193;2026-07-07\|154.00\|-2.36\|158.46\|159.78\|150.82\|60205;2026-07-08\|155.18\|0.77\|155.39\|162.28\|153.00\|70790;2026-07-09\|162.70\|4.85\|158.10\|163.36\|151.03\|63035;2026-07-10\|159.51\|-1.96\|162.33\|172.00\|159.40\|71398;2026-07-13\|146.95\|-7.87\|158.51\|162.70\|146.64\|61170;2026-07-14\|155.53\|5.84\|150.23\|156.47\|143.15\|65122;2026-07-15\|148.40\|-4.58\|156.55\|157.88\|147.36\|50560;2026-07-16\|139.86\|-5.75\|148.94\|148.94\|138.01\|48180;2026-07-17\|123.00\|-12.05\|139.10\|140.00\|122.60\|78345;2026-07-20\|112.80\|-8.29\|127.98\|129.52\|108.91\|86850;2026-07-21\|121.20\|7.45\|115.38\|122.48\|98.68\|101844;2026-07-22\|126.01\|3.97\|125.00\|134.17\|123.34\|111128;2026-07-23\|126.00\|-0.01\|129.75\|133.70\|125.00\|78670;2026-07-24\|120.60\|-4.29\|123.90\|126.80\|119.55\|53218;2026-07-27\|125.56\|4.11\|120.01\|127.00\|119.47\|58905;2026-07-28\|115.66\|-7.88\|123.05\|125.22\|114.70\|64113;2026-07-29\|112.89\|-2.40\|116.09\|118.00\|106.00\|71353;2026-07-30\|100.73\|-10.77\|111.77\|113.65\|99.10\|83708;2026-07-31\|108.05\|7.27\|109.00\|117.17\|108.03\|85296;2026-08-03\|110.60\|2.36\|106.26\|113.50\|105.24\|80991;2026-08-04\|118.30\|6.96\|114.29\|119.97\|112.00\|91613;2026-08-05\|125.00\|5.66\|111.80\|125.87\|111.80\|96150;2026-08-06\|129.28\|3.42\|120.04\|132.72\|119.27\|97464;2026-08-07\|150.14\|16.14\|129.39\|153.46\|129.38\|144184;2026-08-10\|148.50\|-1.09\|147.73\|153.00\|143.16\|206019;2026-08-11\|146.44\|-1.39\|145.00\|151.33\|137.80\|139805;2026-08-12\|157.48\|7.54\|149.00\|161.61\|147.20\|145322;2026-08-13\|158.25\|0.49\|161.00\|167.61\|157.01\|165173;2026-08-14\|164.08\|3.68\|160.20\|166.56\|158.30\|114654;2026-08-17\|167.99\|2.38\|166.88\|168.50\|159.10\|113612;2026-08-18\|185.90\|10.66\|171.00\|189.80\|168.10\|190296;2026-08-19\|161.88\|-12.92\|173.52\|177.00\|161.01\|149110;2026-08-20\|176.28\|8.90\|165.20\|184.89\|162.13\|153341;2026-08-21\|172.00\|-2.43\|179.86\|180.00\|168.88\|110525;2026-08-24\|170.30\|-0.99\|173.92\|178.00\|164.61\|86036;2026-08-25\|165.98\|-2.54\|162.50\|169.58\|161.00\|80935;2026-08-26\|171.00\|3.02\|167.63\|174.88\|161.00\|101515;2026-08-27\|177.46\|3.78\|173.00\|180.00\|169.00\|108268;2026-08-28\|182.03\|2.58\|177.40\|201.29\|174.19\|184325;2026-08-31\|196.88\|8.16\|194.27\|205.60\|185.01\|156208;2026-09-01\|188.35\|-4.33\|195.00\|196.60\|186.26\|110719;2026-09-02\|186.00\|-1.25\|184.82\|193.26\|181.78\|111001;2026-09-03\|202.30\|8.76\|193.00\|206.30\|190.18\|141247;2026-09-04\|193.15\|-4.52\|207.00\|209.90\|190.98\|171244;2026-09-07\|204.00\|5.62\|197.00\|207.50\|193.26\|162491;2026-09-08\|202.50\|-0.74\|200.00\|211.00\|199.40\|124485;2026-09-09\|203.12\|0.31\|209.98\|215.50\|201.50\|138597;2026-09-10\|202.66\|-0.23\|200.00\|211.24\|196.66\|104377;2026-09-11\|194.89\|-3.83\|197.00\|203.68\|187.00\|116496;2026-09-14\|181.34\|-6.95\|184.88\|188.91\|178.99\|142284;2026-09-15\|178.91\|-1.34\|181.00\|184.97\|178.01\|91862;2026-09-16\|187.84\|4.99\|179.40\|190.97\|177.08\|85326;2026-09-17\|187.50\|-0.18\|189.00\|191.92\|185.20\|73243;2026-09-18\|199.48\|6.39\|190.88\|202.58\|188.36\|111096;2026-09-21\|190.10\|-4.70\|199.00\|200.08\|187.37\|132884;2026-09-22\|194.76\|2.45\|193.00\|202.49\|189.33\|129831;2026-09-23\|194.40\|-0.18\|195.49\|201.49\|193.22\|77249;2026-09-24\|188.12\|-3.23\|192.21\|194.70\|188.00\|57098;2026-09-28\|174.39\|-7.30\|188.00\|188.12\|172.26\|65538;2026-09-29\|181.24\|3.93\|172.21\|182.78\|172.21\|53774;2026-09-30\|180.90\|-0.19\|187.50\|189.89\|180.62\|59050;2026-10-08\|158.70\|-12.27\|183.59\|183.59\|156.00\|109500;2026-10-09\|158.02\|-0.43\|157.12\|165.96\|153.21\|89299;2026-10-12\|152.56\|-3.46\|157.50\|162.50\|152.00\|52037;2026-10-13\|155.40\|1.86\|145.00\|157.50\|142.98\|60217;2026-10-14\|148.19\|-4.64\|154.44\|154.89\|147.70\|46517;2026-10-15\|139.90\|-5.59\|143.00\|145.00\|138.89\|58254;2026-10-16\|138.06\|-1.32\|143.76\|144.40\|137.03\|48884;2026-10-19\|135.70\|-1.71\|137.77\|139.99\|129.76\|47592;2026-10-20\|138.52\|2.08\|135.64\|141.90\|132.60\|48516;2026-10-21\|142.47\|2.85\|141.00\|146.70\|139.03\|48273;2026-10-22\|130.82\|-8.18\|142.80\|142.80\|130.65\|51251;2026-10-23\|132.51\|1.29\|126.01\|133.46\|117.30\|86744;2026-10-26\|122.44\|-7.60\|130.63\|130.88\|120.92\|66357;2026-10-27\|117.00\|-4.44\|126.05\|126.50\|117.00\|49708;2026-10-28\|120.02\|2.58\|120.00\|122.55\|117.20\|55655;2026-10-29\|108.79\|-9.36\|118.51\|120.70\|108.18\|64335;2026-10-30\|97.58\|-10.30\|102.19\|105.40\|95.80\|84138;2026-11-02\|98.24\|0.68\|99.80\|100.96\|94.19\|80945;2026-11-03\|90.15\|-8.23\|97.00\|97.46\|88.90\|67128;2026-11-04\|99.88\|10.79\|91.50\|100.33\|86.18\|10893178
134493	英伟达公开展示下一代共封装光学（CPO）技术		公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-06-25\|199.94\|-1.67\|204.00\|205.92\|193.00\|291188;2026-06-26\|179.70\|-10.12\|193.50\|194.00\|173.50\|343935;2026-06-29\|175.30\|-2.45\|178.00\|182.50\|165.18\|247825;2026-06-30\|184.65\|5.33\|178.78\|191.60\|174.00\|268160;2026-07-01\|170.80\|-7.50\|181.55\|183.97\|168.00\|271500;2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|230794;2026-07-13\|139.60\|-5.44\|145.01\|149.80\|138.70\|167564;2026-07-14\|151.90\|8.81\|140.70\|153.85\|137.80\|243067;2026-07-15\|146.70\|-3.42\|153.11\|156.80\|146.20\|192643;2026-07-16\|142.03\|-3.18\|140.07\|148.58\|137.00\|168980;2026-07-17\|117.99\|-16.93\|140.76\|142.00\|117.85\|252729;2026-07-20\|111.50\|-5.50\|122.58\|127.20\|105.29\|296345;2026-07-21\|121.90\|9.33\|113.60\|122.87\|95.99\|326847;2026-07-22\|116.30\|-4.59\|120.00\|126.70\|115.00\|241454;2026-07-23\|114.20\|-1.81\|119.70\|122.58\|113.13\|179018;2026-07-24\|111.58\|-2.29\|113.03\|115.50\|110.58\|140679;2026-07-27\|114.89\|2.97\|111.48\|115.50\|109.00\|155343;2026-07-28\|100.20\|-12.79\|110.80\|113.66\|99.50\|243065;2026-07-29\|96.00\|-4.19\|100.19\|101.98\|89.41\|287013;2026-07-30\|83.97\|-12.53\|94.86\|95.00\|81.68\|337770;2026-07-31\|90.04\|7.23\|96.00\|96.00\|89.50\|276210;2026-08-03\|96.77\|7.47\|91.89\|99.80\|90.16\|364087;2026-08-04\|113.70\|17.50\|102.38\|113.98\|99.94\|424692;2026-08-05\|114.61\|0.80\|110.25\|116.07\|107.30\|392405;2026-08-06\|118.75\|3.61\|112.60\|120.48\|111.20\|322454;2026-08-07\|127.70\|7.54\|118.94\|128.51\|118.94\|343765;2026-08-10\|134.01\|4.94\|128.90\|138.00\|124.55\|332954;2026-08-11\|130.50\|-2.62\|128.79\|133.36\|125.57\|245860;2026-08-12\|139.89\|7.20\|131.00\|142.50\|131.00\|276471;2026-08-13\|138.61\|-0.92\|142.00\|146.00\|138.60\|274170;2026-08-14\|140.76\|1.55\|139.44\|141.50\|136.22\|182366;2026-08-17\|160.00\|13.67\|144.88\|160.00\|143.80\|288363;2026-08-18\|162.30\|1.44\|160.00\|163.90\|158.49\|225475;2026-08-19\|151.41\|-6.71\|154.00\|158.49\|149.44\|287375;2026-08-20\|164.00\|8.32\|154.00\|166.80\|146.68\|316403;2026-08-21\|158.00\|-3.66\|163.00\|167.18\|156.78\|289729;2026-08-24\|154.05\|-2.50\|156.79\|158.00\|148.99\|252066;2026-08-25\|151.70\|-1.53\|149.00\|154.78\|146.68\|171188;2026-08-26\|149.51\|-1.44\|154.44\|154.55\|146.50\|150133;2026-08-27\|159.14\|6.44\|152.79\|161.83\|150.36\|221973;2026-08-28\|155.10\|-2.54\|158.60\|161.60\|155.00\|165948;2026-08-31\|157.93\|1.82\|148.00\|157.93\|148.00\|136315;2026-09-01\|150.79\|-4.52\|156.36\|157.08\|148.41\|147156;2026-09-02\|148.14\|-1.76\|145.83\|149.80\|144.02\|142339;2026-09-03\|147.11\|-0.70\|151.58\|151.98\|145.00\|116073;2026-09-04\|141.62\|-3.73\|148.79\|153.66\|140.60\|165193;2026-09-07\|154.91\|9.38\|145.82\|156.15\|145.00\|219771;2026-09-08\|150.21\|-3.03\|155.22\|157.23\|149.29\|178030;2026-09-09\|147.95\|-1.50\|155.01\|156.00\|147.01\|174917;2026-09-10\|149.75\|1.22\|147.00\|154.86\|146.69\|181339;2026-09-11\|148.50\|-0.83\|147.00\|152.77\|141.88\|207669;2026-09-14\|145.03\|-2.34\|143.00\|147.89\|140.50\|126282;2026-09-15\|146.85\|1.25\|142.90\|150.88\|142.90\|143261;2026-09-16\|160.78\|9.49\|147.70\|162.80\|146.10\|262741;2026-09-17\|160.60\|-0.11\|160.80\|163.60\|159.00\|183854;2026-09-18\|170.38\|6.09\|165.20\|172.82\|162.50\|244588;2026-09-21\|171.50\|0.66\|175.07\|177.69\|167.19\|194355;2026-09-22\|164.80\|-3.91\|174.00\|174.90\|164.50\|218722;2026-09-23\|163.68\|-0.68\|165.89\|166.49\|162.76\|118252;2026-09-24\|157.30\|-3.90\|163.14\|165.03\|157.10\|130706;2026-09-28\|145.50\|-7.50\|155.00\|157.00\|143.43\|157098;2026-09-29\|153.70\|5.64\|145.50\|154.79\|144.00\|157445;2026-09-30\|154.48\|0.51\|155.95\|156.42\|152.46\|123835;2026-10-08\|127.60\|-17.40\|137.95\|142.48\|126.30\|366170;2026-10-09\|131.97\|3.42\|125.00\|133.97\|125.00\|270521;2026-10-12\|125.76\|-4.71\|131.00\|133.88\|125.62\|141015;2026-10-13\|130.31\|3.62\|119.00\|132.43\|118.10\|189759;2026-10-14\|122.50\|-5.99\|130.00\|130.03\|122.00\|140330;2026-10-15\|115.58\|-5.65\|116.73\|119.85\|113.00\|162249;2026-10-16\|112.41\|-2.74\|118.00\|119.49\|111.16\|151151;2026-10-19\|111.84\|-0.51\|113.07\|115.07\|107.50\|122166;2026-10-20\|113.93\|1.87\|110.78\|116.96\|108.88\|127665;2026-10-21\|117.70\|3.31\|117.00\|121.50\|115.10\|198201;2026-10-22\|114.40\|-2.80\|119.00\|124.60\|114.31\|290200;2026-10-23\|114.00\|-0.35\|110.41\|115.88\|103.41\|273342;2026-10-26\|112.08\|-1.68\|112.21\|115.19\|106.02\|212274;2026-10-27\|107.30\|-4.26\|116.90\|117.50\|107.00\|184978;2026-10-28\|114.89\|7.07\|113.74\|117.50\|109.45\|277594;2026-10-29\|98.70\|-14.09\|113.42\|113.89\|98.66\|260832;2026-10-30\|92.53\|-6.25\|93.06\|99.63\|90.28\|225842;2026-11-02\|90.90\|-1.76\|94.84\|96.00\|89.26\|198593;2026-11-03\|81.76\|-10.05\|88.33\|90.20\|80.88\|262639;2026-11-04\|90.67\|10.90\|83.64\|91.50\|79.52\|27268693
134492	英伟达公开展示下一代共封装光学（CPO）技术		公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813;2026-09-14\|873.00\|-5.72\|890.00\|895.00\|866.66\|271830;2026-09-15\|864.01\|-1.03\|873.38\|883.73\|858.00\|179554;2026-09-16\|907.80\|5.07\|869.02\|918.38\|866.00\|240218;2026-09-17\|896.00\|-1.30\|900.30\|927.83\|892.51\|227875;2026-09-18\|926.43\|3.40\|910.00\|947.60\|893.08\|295055;2026-09-21\|941.00\|1.57\|939.50\|958.86\|931.66\|209622;2026-09-22\|927.72\|-1.41\|968.00\|974.99\|921.00\|234785;2026-09-23\|922.50\|-0.56\|936.01\|939.00\|918.33\|147633;2026-09-24\|895.86\|-2.89\|918.51\|936.58\|895.86\|184866;2026-09-28\|815.00\|-9.03\|884.00\|888.00\|808.00\|301939;2026-09-29\|813.01\|-0.24\|814.00\|823.00\|808.80\|160712;2026-09-30\|808.44\|-0.56\|821.99\|831.59\|808.00\|157263;2026-10-08\|783.00\|-3.15\|810.00\|834.54\|772.18\|266821;2026-10-09\|775.29\|-0.98\|775.64\|780.00\|730.00\|279337;2026-10-12\|724.47\|-6.41\|762.41\|770.90\|723.00\|210483;2026-10-13\|735.00\|1.45\|700.31\|746.00\|690.16\|309255;2026-10-14\|692.90\|-5.73\|730.00\|733.35\|689.50\|219968;2026-10-15\|656.94\|-5.19\|661.19\|676.00\|645.01\|330142;2026-10-16\|670.00\|1.99\|676.00\|679.90\|660.01\|244228;2026-10-19\|660.70\|-1.39\|666.00\|675.99\|644.23\|194911;2026-10-20\|647.90\|-1.94\|650.70\|673.10\|637.00\|221138;2026-10-21\|646.77\|-0.17\|658.29\|675.01\|642.33\|252481;2026-10-22\|590.11\|-8.76\|647.01\|649.48\|590.11\|402999;2026-10-23\|612.63\|3.82\|572.01\|617.69\|553.48\|478818;2026-10-26\|594.50\|-2.96\|597.01\|601.80\|572.01\|288811;2026-10-27\|577.00\|-2.94\|611.00\|617.19\|576.50\|233571;2026-10-28\|636.30\|10.28\|599.00\|636.68\|588.55\|384333;2026-10-29\|582.05\|-8.53\|616.00\|619.70\|582.00\|325331;2026-10-30\|553.00\|-4.99\|545.70\|585.00\|537.00\|366960;2026-11-02\|550.00\|-0.54\|564.06\|576.88\|542.51\|339245;2026-11-03\|480.20\|-12.69\|539.00\|539.00\|480.00\|583198;2026-11-04\|533.38\|11.07\|489.89\|544.00\|469.50\|611871
134491	英伟达公开展示下一代共封装光学（CPO）技术	CPO+Micro TEC+产能扩张行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年8月3日投资者关系活动记录表，公司已与光模块厂商就TEC在CPO新型封装技术中的应用展开对接合作，目前处于送样验证阶段。 2、据2026年8月3日投资者关系活动记录表，公司已具备月产150万片Micro TEC的生产能力，产能利用率在80%以上，并已着手往250万片/月的产能扩产；公司Micro TEC产品与国外友商同类产品处于同一水平区间，具有一定的成本优势。 3、据2026年8月3日投资者关系活动记录表，2026年第一季度公司通信领域销售收入占比为21.36%，应用于400G、800G高速率光模块的Micro TEC销售收入占比为14.29%。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|114414;2026-07-13\|98.00\|-9.73\|109.73\|111.30\|97.10\|88754;2026-07-14\|103.26\|5.37\|99.95\|105.70\|96.11\|67853;2026-07-15\|100.00\|-3.16\|106.26\|107.48\|99.00\|55787;2026-07-16\|92.75\|-7.25\|98.05\|101.25\|92.00\|78226;2026-07-17\|81.29\|-12.36\|94.00\|95.00\|81.00\|87009;2026-07-20\|71.00\|-12.66\|85.06\|85.29\|67.64\|118261;2026-07-21\|84.60\|19.15\|72.37\|85.01\|61.53\|159157;2026-07-22\|80.20\|-5.20\|83.20\|85.99\|79.50\|118685;2026-07-23\|78.00\|-2.74\|81.20\|84.00\|77.10\|76534;2026-07-24\|76.00\|-2.56\|77.77\|80.88\|74.52\|74277;2026-07-27\|80.00\|5.26\|76.00\|80.50\|74.06\|74612;2026-07-28\|71.01\|-11.24\|77.97\|79.87\|70.00\|85659;2026-07-29\|69.62\|-1.96\|71.03\|72.34\|64.88\|94071;2026-07-30\|62.68\|-9.97\|69.36\|69.81\|61.68\|87777;2026-07-31\|66.13\|5.50\|69.50\|73.50\|66.00\|108932;2026-08-03\|65.10\|-1.56\|65.50\|66.79\|62.43\|99380;2026-08-04\|69.99\|7.51\|67.50\|70.88\|65.00\|101285;2026-08-05\|78.65\|12.37\|66.80\|80.40\|66.80\|155686;2026-08-06\|83.80\|6.55\|76.05\|84.50\|76.05\|162134;2026-08-07\|90.50\|8.00\|85.47\|92.00\|84.01\|173475;2026-08-10\|83.40\|-7.85\|92.00\|92.00\|81.90\|161107;2026-08-11\|82.54\|-1.03\|82.14\|84.90\|80.03\|112647;2026-08-12\|84.98\|2.96\|83.57\|86.55\|82.00\|100246;2026-08-13\|82.00\|-3.51\|87.95\|88.43\|82.00\|111768;2026-08-14\|98.40\|20.00\|85.50\|98.40\|85.50\|178022;2026-08-17\|107.91\|9.66\|104.00\|110.94\|98.01\|202661;2026-08-18\|105.76\|-1.99\|108.76\|112.55\|101.89\|155650;2026-08-19\|92.24\|-12.78\|97.55\|99.32\|91.50\|146431;2026-08-20\|94.66\|2.62\|94.00\|98.13\|89.50\|123560;2026-08-21\|91.82\|-3.00\|92.97\|95.65\|90.14\|98567;2026-08-24\|89.45\|-2.58\|91.01\|92.19\|85.81\|92538;2026-08-25\|87.30\|-2.40\|88.00\|88.99\|83.80\|82173;2026-08-26\|86.61\|-0.79\|88.80\|89.26\|82.36\|95791;2026-08-27\|91.66\|5.83\|88.00\|92.35\|86.61\|107843;2026-08-28\|90.17\|-1.63\|90.90\|96.16\|89.77\|125520;2026-08-31\|90.49\|0.35\|86.54\|92.50\|86.10\|78235;2026-09-01\|85.43\|-5.59\|91.00\|91.00\|84.50\|84163;2026-09-02\|83.43\|-2.34\|83.72\|85.00\|82.40\|62978;2026-09-03\|84.00\|0.68\|84.65\|85.49\|81.70\|58335;2026-09-04\|79.50\|-5.36\|84.80\|85.89\|78.50\|78316;2026-09-07\|85.37\|7.38\|80.55\|86.50\|80.50\|92911;2026-09-08\|83.08\|-2.68\|85.37\|85.80\|82.41\|63742;2026-09-09\|82.43\|-0.78\|86.00\|86.16\|81.70\|62668;2026-09-10\|87.84\|6.56\|81.80\|88.49\|80.80\|115921;2026-09-11\|82.66\|-5.90\|86.00\|87.80\|78.78\|123512;2026-09-14\|87.20\|5.49\|81.00\|89.11\|78.50\|120723;2026-09-15\|86.82\|-0.44\|86.50\|89.49\|85.70\|88330;2026-09-16\|92.84\|6.93\|87.05\|93.25\|87.05\|119296;2026-09-17\|91.75\|-1.17\|92.84\|94.60\|91.31\|93778;2026-09-18\|95.90\|4.52\|94.44\|96.50\|92.20\|118882;2026-09-21\|107.90\|12.51\|100.31\|109.98\|100.31\|156225;2026-09-22\|112.39\|4.16\|111.89\|120.00\|110.00\|165807;2026-09-23\|130.61\|16.21\|118.87\|134.86\|115.30\|207293;2026-09-24\|128.28\|-1.78\|133.00\|137.98\|127.60\|183606;2026-09-28\|114.50\|-10.74\|130.00\|132.00\|108.83\|191068;2026-09-29\|114.09\|-0.36\|114.38\|118.98\|112.54\|120928;2026-09-30\|110.50\|-3.15\|116.03\|118.88\|110.10\|115402;2026-10-08\|112.14\|1.48\|114.95\|127.78\|110.46\|166700;2026-10-09\|114.76\|2.34\|110.00\|119.27\|103.77\|193351;2026-10-12\|99.10\|-13.65\|110.00\|110.00\|95.81\|171883;2026-10-13\|100.95\|1.87\|91.00\|104.20\|91.00\|138015;2026-10-14\|96.30\|-4.61\|100.61\|101.45\|95.86\|95306;2026-10-15\|94.73\|-1.63\|91.38\|98.13\|90.99\|97663;2026-10-16\|87.05\|-8.11\|98.40\|98.40\|87.05\|115998;2026-10-19\|84.52\|-2.91\|86.50\|87.98\|78.01\|109408;2026-10-20\|86.19\|1.98\|83.70\|90.27\|82.02\|86980;2026-10-21\|92.75\|7.61\|91.41\|97.00\|89.50\|135040;2026-10-22\|84.60\|-8.79\|92.93\|94.69\|84.57\|102749;2026-10-23\|84.45\|-0.18\|81.34\|85.59\|76.85\|122166;2026-10-26\|77.40\|-8.35\|81.67\|81.92\|77.00\|87308;2026-10-27\|72.71\|-6.06\|79.60\|79.80\|72.00\|76105;2026-10-28\|76.79\|5.61\|75.05\|77.50\|72.99\|85718;2026-10-29\|69.58\|-9.39\|76.50\|77.60\|69.30\|77305;2026-10-30\|65.67\|-5.62\|66.50\|71.64\|64.58\|83532;2026-11-02\|67.10\|2.18\|66.00\|68.80\|64.62\|80364;2026-11-03\|60.87\|-9.28\|65.70\|66.66\|60.00\|86132;2026-11-04\|67.90\|11.55\|62.00\|68.39\|58.52\|10909875
134490	英伟达公开展示下一代共封装光学（CPO）技术	CPO+薄膜铌酸锂+中报预增+珠海国资行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年4月1日投资者关系活动记录表，公司薄膜铌酸锂具备高带宽、低损耗等优势，与CPO技术发展方向高度适配，已掌握芯片设计、制程等核心技术，具备开发800Gbps及以上速率薄膜铌酸锂调制器芯片和器件的关键能力；公司前瞻布局CPO赛道，研发了保偏型CPO用光纤阵列等产品。 2、据2026年7月7日公告，公司2026年上半年归母净利润预计同比增长170%–190%，主要系受益于全球AI算力基础设施投资加速，高速光模块及光器件市场需求持续增长，公司营业收入增长及规模效应显现。 3、据同花顺iFinD数据，公司控股股东为珠海华发科技产业集团有限公司，实际控制人为珠海市人民政府国有资产监督管理委员会。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-06-25\|395.46\|-2.60\|394.01\|397.94\|378.00\|165622;2026-06-26\|362.43\|-8.35\|394.74\|395.00\|360.22\|142820;2026-06-29\|365.20\|0.76\|366.00\|390.66\|352.08\|144247;2026-06-30\|378.20\|3.56\|364.53\|381.80\|358.50\|140341;2026-07-01\|350.90\|-7.22\|373.15\|375.73\|346.01\|131689;2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459;2026-07-13\|270.76\|-6.89\|285.01\|290.82\|269.28\|123554;2026-07-14\|287.78\|6.29\|273.32\|289.00\|261.00\|121552;2026-07-15\|287.78\|0.00\|296.41\|307.98\|286.30\|114810;2026-07-16\|273.00\|-5.14\|282.20\|287.60\|262.18\|94000;2026-07-17\|238.90\|-12.49\|269.29\|271.00\|237.80\|114442;2026-07-20\|214.12\|-10.37\|250.00\|254.80\|204.44\|131789;2026-07-21\|242.35\|13.18\|220.01\|243.50\|184.35\|186549;2026-07-22\|234.39\|-3.28\|240.10\|252.90\|232.98\|135277;2026-07-23\|229.42\|-2.12\|239.07\|245.00\|227.07\|89969;2026-07-24\|230.05\|0.27\|228.40\|239.80\|219.02\|99664;2026-07-27\|240.20\|4.41\|230.72\|242.91\|226.14\|84187;2026-07-28\|214.68\|-10.62\|230.00\|235.30\|212.50\|101299;2026-07-29\|212.48\|-1.02\|214.00\|218.70\|198.53\|100546;2026-07-30\|191.19\|-10.02\|211.20\|216.33\|184.85\|113994;2026-07-31\|205.30\|7.38\|212.73\|224.35\|205.22\|121746;2026-08-03\|211.94\|3.23\|203.65\|218.83\|200.50\|117752;2026-08-04\|254.33\|20.00\|218.54\|254.33\|218.54\|178090;2026-08-05\|260.98\|2.61\|249.77\|264.00\|235.56\|226972;2026-08-06\|275.67\|5.63\|250.62\|288.58\|249.49\|206730;2026-08-07\|288.08\|4.50\|281.97\|297.07\|276.51\|197380;2026-08-10\|284.50\|-1.24\|286.59\|291.00\|276.00\|123869;2026-08-11\|281.00\|-1.23\|275.40\|288.71\|275.40\|94074;2026-08-12\|309.00\|9.96\|281.39\|315.51\|281.01\|144610;2026-08-13\|314.15\|1.67\|318.50\|330.89\|312.22\|144867;2026-08-14\|321.91\|2.47\|318.01\|331.99\|312.76\|118916;2026-08-17\|326.70\|1.49\|325.98\|333.54\|313.78\|138181;2026-08-18\|323.88\|-0.86\|326.01\|332.60\|316.06\|132763;2026-08-19\|289.30\|-10.68\|309.01\|312.00\|287.32\|140814;2026-08-20\|310.96\|7.49\|296.60\|312.51\|286.50\|123776;2026-08-21\|305.03\|-1.91\|307.56\|316.19\|302.00\|100318;2026-08-24\|298.98\|-1.98\|306.01\|312.00\|288.31\|91309;2026-08-25\|290.68\|-2.78\|294.42\|295.61\|283.00\|79210;2026-08-26\|285.01\|-1.95\|293.02\|295.49\|276.76\|79121;2026-08-27\|300.90\|5.58\|289.99\|304.87\|285.50\|115215;2026-08-28\|309.93\|3.00\|297.00\|325.98\|296.00\|153686;2026-08-31\|319.00\|2.93\|300.78\|323.89\|300.78\|118621;2026-09-01\|293.40\|-8.03\|310.01\|313.00\|289.00\|135371;2026-09-02\|284.00\|-3.20\|288.76\|289.64\|280.08\|87972;2026-09-03\|284.00\|0.00\|288.00\|290.00\|278.66\|71496;2026-09-04\|279.00\|-1.76\|289.01\|300.97\|276.19\|95035;2026-09-07\|302.29\|8.35\|287.10\|305.00\|287.10\|141513;2026-09-08\|288.80\|-4.46\|301.58\|305.96\|287.11\|98637;2026-09-09\|291.88\|1.07\|301.00\|306.00\|290.87\|112224;2026-09-10\|300.00\|2.78\|290.00\|303.88\|287.07\|100635;2026-09-11\|289.50\|-3.50\|295.02\|304.02\|276.39\|137728;2026-09-14\|288.33\|-0.40\|284.04\|299.80\|278.43\|93104;2026-09-15\|282.70\|-1.95\|288.42\|291.41\|280.60\|70948;2026-09-16\|295.81\|4.64\|284.43\|300.88\|281.20\|128711;2026-09-17\|294.49\|-0.45\|293.11\|302.99\|292.20\|113272;2026-09-18\|297.41\|0.99\|300.02\|309.75\|291.67\|166468;2026-09-21\|294.48\|-0.99\|299.90\|305.00\|292.50\|127407;2026-09-22\|292.00\|-0.84\|299.42\|302.86\|291.11\|116173;2026-09-23\|289.18\|-0.97\|291.01\|295.26\|288.50\|74699;2026-09-24\|278.00\|-3.87\|288.28\|292.81\|278.00\|79186;2026-09-28\|255.27\|-8.18\|276.19\|276.49\|251.20\|103340;2026-09-29\|261.03\|2.26\|254.00\|263.90\|253.00\|66983;2026-09-30\|270.48\|3.62\|264.01\|274.58\|262.00\|98399;2026-10-08\|250.95\|-7.22\|270.48\|270.48\|248.33\|79034;2026-10-09\|246.80\|-1.65\|248.98\|254.80\|236.82\|82921;2026-10-12\|239.21\|-3.08\|245.00\|248.80\|238.70\|53386;2026-10-13\|251.41\|5.10\|230.00\|254.30\|226.13\|84010;2026-10-14\|240.95\|-4.16\|249.77\|251.00\|240.00\|50494;2026-10-15\|231.52\|-3.91\|230.18\|239.94\|230.18\|62214;2026-10-16\|236.60\|2.19\|244.00\|256.20\|233.00\|96729;2026-10-19\|232.79\|-1.61\|234.86\|236.60\|221.00\|94132;2026-10-20\|238.40\|2.41\|232.00\|244.39\|228.08\|72121;2026-10-21\|260.90\|9.44\|247.00\|270.36\|244.36\|151143;2026-10-22\|247.23\|-5.24\|264.36\|264.36\|247.23\|107304;2026-10-23\|250.84\|1.46\|244.35\|253.50\|231.00\|118231;2026-10-26\|245.91\|-1.97\|243.02\|256.20\|236.00\|98746;2026-10-27\|253.14\|2.94\|255.00\|269.80\|253.00\|165184;2026-10-28\|264.75\|4.59\|265.00\|266.00\|254.00\|138818;2026-10-29\|223.79\|-15.47\|258.03\|260.00\|223.79\|146156;2026-10-30\|206.56\|-7.70\|210.00\|222.00\|201.99\|107600;2026-11-02\|195.19\|-5.50\|210.26\|212.98\|193.00\|110659;2026-11-03\|170.09\|-12.86\|187.49\|189.00\|169.00\|136693;2026-11-04\|190.18\|11.81\|169.94\|191.88\|165.00\|134300
134489	英伟达公开展示下一代共封装光学（CPO）技术	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-06-25\|441.80\|5.19\|428.00\|450.99\|414.00\|149241;2026-06-26\|396.00\|-10.37\|425.05\|439.00\|395.01\|132659;2026-06-29\|418.33\|5.64\|401.27\|435.13\|390.00\|127245;2026-06-30\|502.00\|20.00\|423.00\|502.00\|420.51\|205087;2026-07-01\|474.35\|-5.51\|504.00\|509.11\|465.00\|163547;2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048;2026-07-27\|312.00\|7.77\|287.18\|313.31\|280.08\|110002;2026-07-28\|263.88\|-15.42\|295.00\|299.80\|260.01\|131654;2026-07-29\|251.10\|-4.84\|262.99\|267.98\|235.21\|158039;2026-07-30\|213.00\|-15.17\|247.50\|250.00\|206.00\|183529;2026-07-31\|227.38\|6.75\|244.00\|249.52\|227.00\|139383;2026-08-03\|236.29\|3.92\|225.40\|243.58\|222.50\|126771;2026-08-04\|266.17\|12.65\|246.00\|274.10\|240.05\|200025;2026-08-05\|259.00\|-2.69\|244.61\|262.52\|237.32\|209211;2026-08-06\|267.80\|3.40\|250.08\|277.98\|249.30\|152699;2026-08-07\|285.52\|6.62\|266.19\|290.68\|266.19\|169754;2026-08-10\|284.50\|-0.36\|285.03\|295.52\|271.00\|119989;2026-08-11\|285.29\|0.28\|278.00\|294.90\|263.05\|133941;2026-08-12\|301.47\|5.67\|288.99\|311.48\|288.00\|125701;2026-08-13\|300.91\|-0.19\|311.00\|320.60\|300.46\|114601;2026-08-14\|312.00\|3.69\|303.57\|315.62\|295.00\|99432;2026-08-17\|332.88\|6.69\|315.74\|334.88\|309.00\|105386;2026-08-18\|336.95\|1.22\|332.95\|339.99\|325.51\|97996;2026-08-19\|293.12\|-13.01\|317.78\|320.95\|289.01\|150026;2026-08-20\|301.89\|2.99\|299.00\|310.49\|285.74\|94680;2026-08-21\|307.23\|1.77\|301.90\|322.00\|295.73\|99173;2026-08-24\|294.00\|-4.31\|305.62\|308.19\|283.97\|79391;2026-08-25\|289.60\|-1.50\|287.52\|296.15\|279.00\|64241;2026-08-26\|288.98\|-0.21\|293.89\|295.00\|276.50\|66744;2026-08-27\|304.81\|5.48\|295.80\|307.86\|289.00\|80563;2026-08-28\|292.83\|-3.93\|300.00\|313.50\|292.13\|81124;2026-08-31\|294.30\|0.50\|283.33\|298.79\|281.66\|94054;2026-09-01\|280.00\|-4.86\|300.00\|302.16\|276.12\|91438;2026-09-02\|277.60\|-0.86\|273.19\|280.18\|269.28\|64601;2026-09-03\|275.60\|-0.72\|280.00\|283.50\|270.06\|52096;2026-09-04\|272.03\|-1.30\|280.00\|290.30\|268.00\|75572;2026-09-07\|300.00\|10.28\|277.19\|301.58\|273.48\|123078;2026-09-08\|315.50\|5.17\|305.00\|323.18\|305.00\|158071;2026-09-09\|310.70\|-1.52\|325.00\|326.00\|307.01\|115185;2026-09-10\|305.96\|-1.53\|308.03\|315.00\|305.00\|79099;2026-09-11\|295.70\|-3.35\|300.00\|311.00\|287.77\|109153;2026-09-14\|290.59\|-1.73\|289.28\|296.99\|283.08\|73652;2026-09-15\|302.93\|4.25\|289.66\|311.50\|285.11\|108323;2026-09-16\|332.19\|9.66\|308.30\|339.59\|303.01\|126870;2026-09-17\|328.09\|-1.23\|330.00\|337.97\|325.00\|89811;2026-09-18\|342.00\|4.24\|338.00\|349.95\|330.80\|114289;2026-09-21\|362.23\|5.92\|344.82\|368.88\|339.37\|152962;2026-09-22\|351.89\|-2.85\|362.06\|367.06\|349.80\|99113;2026-09-23\|348.90\|-0.85\|357.00\|358.90\|346.01\|69412;2026-09-24\|329.66\|-5.51\|348.00\|348.88\|329.66\|69335;2026-09-28\|289.79\|-12.09\|325.01\|327.00\|285.00\|115028;2026-09-29\|296.90\|2.45\|290.00\|299.80\|285.20\|78133;2026-09-30\|289.70\|-2.43\|299.86\|302.40\|288.68\|61667;2026-10-08\|231.76\|-20.00\|250.00\|255.55\|231.76\|125876;2026-10-09\|219.20\|-5.42\|223.00\|230.50\|212.72\|162433;2026-10-12\|207.27\|-5.44\|215.56\|218.36\|207.00\|90644;2026-10-13\|209.00\|0.83\|198.90\|212.12\|195.09\|94996;2026-10-14\|199.44\|-4.57\|208.33\|208.80\|199.01\|64361;2026-10-15\|186.00\|-6.74\|193.00\|195.80\|184.00\|92346;2026-10-16\|181.22\|-2.57\|192.99\|194.96\|179.29\|74903;2026-10-19\|177.00\|-2.33\|183.99\|185.80\|171.50\|77283;2026-10-20\|181.78\|2.70\|177.08\|187.10\|173.97\|75166;2026-10-21\|185.53\|2.06\|184.95\|191.67\|182.73\|72320;2026-10-22\|168.95\|-8.94\|185.60\|186.02\|168.95\|89615;2026-10-23\|168.98\|0.02\|164.43\|170.67\|151.89\|139237;2026-10-26\|160.34\|-5.11\|165.00\|165.94\|157.01\|90584;2026-10-27\|149.57\|-6.72\|164.99\|165.10\|149.00\|90472;2026-10-28\|154.60\|3.36\|152.56\|157.32\|150.01\|104577;2026-10-29\|142.00\|-8.15\|154.61\|158.34\|141.00\|112957;2026-10-30\|130.30\|-8.24\|135.01\|141.18\|130.09\|117308;2026-11-02\|131.70\|1.07\|132.24\|135.23\|126.66\|102542;2026-11-03\|119.67\|-9.13\|128.98\|131.23\|117.57\|112734;2026-11-04\|134.00\|11.97\|120.69\|135.20\|114.85\|14540548
134488	英伟达公开展示下一代共封装光学（CPO）技术		1、公司高速光模块用微透镜已通过多家主流客户样品测试，将逐步小批量交付，共封装光学微透镜阵列正配合核心客户验证交付； 2、公司主要从事光学元件，产品广泛应用于智能手机、AR/VR，车载镜头等多个领域，已被应用于苹果、华为等知名企业的终端产品中	2026-06-25\|95.96\|9.00\|89.80\|96.08\|87.30\|158993;2026-06-26\|97.01\|1.09\|95.52\|101.50\|93.27\|165640;2026-06-29\|89.66\|-7.58\|96.10\|100.19\|86.86\|171545;2026-06-30\|97.60\|8.86\|90.66\|97.88\|90.30\|137937;2026-07-01\|95.93\|-1.71\|96.63\|99.32\|93.58\|147020;2026-07-02\|85.37\|-11.01\|91.00\|91.90\|84.88\|135186;2026-07-03\|84.30\|-1.25\|84.40\|88.00\|82.70\|100963;2026-07-06\|80.60\|-4.39\|84.30\|85.18\|78.90\|89089;2026-07-07\|78.12\|-3.08\|80.60\|81.00\|77.21\|71653;2026-07-08\|78.55\|0.55\|79.05\|81.74\|76.06\|78612;2026-07-09\|82.66\|5.23\|79.63\|83.29\|77.01\|102578;2026-07-10\|79.10\|-4.31\|83.00\|87.20\|79.01\|97377;2026-07-13\|76.50\|-3.29\|78.50\|79.32\|76.38\|75664;2026-07-14\|77.85\|1.76\|77.75\|78.52\|73.36\|92350;2026-07-15\|72.52\|-6.85\|78.55\|79.50\|71.80\|94966;2026-07-16\|69.98\|-3.50\|72.47\|74.00\|69.50\|78413;2026-07-17\|62.41\|-10.82\|70.03\|70.20\|61.99\|111605;2026-07-20\|58.62\|-6.07\|63.80\|65.38\|56.70\|124290;2026-07-21\|66.61\|13.63\|59.80\|66.73\|54.80\|145229;2026-07-22\|62.03\|-6.88\|66.60\|66.95\|61.74\|123926;2026-07-23\|61.91\|-0.19\|62.63\|63.86\|61.20\|67125;2026-07-24\|61.40\|-0.82\|61.00\|62.80\|59.74\|68811;2026-07-27\|62.52\|1.82\|61.06\|63.18\|60.13\|70432;2026-07-28\|59.96\|-4.09\|62.40\|64.15\|59.26\|93821;2026-07-29\|59.69\|-0.45\|60.44\|61.35\|56.37\|88855;2026-07-30\|56.59\|-5.19\|59.24\|59.96\|55.35\|79482;2026-07-31\|59.29\|4.77\|61.68\|63.45\|59.29\|93482;2026-08-03\|55.96\|-5.62\|59.00\|59.45\|55.60\|98589;2026-08-04\|60.50\|8.11\|57.00\|61.19\|56.23\|89287;2026-08-05\|62.56\|3.40\|59.40\|64.00\|59.39\|108968;2026-08-06\|64.12\|2.49\|61.80\|65.11\|61.00\|91655;2026-08-07\|66.95\|4.41\|64.00\|67.72\|63.28\|103517;2026-08-10\|65.04\|-2.85\|67.42\|67.66\|63.81\|72198;2026-08-11\|64.70\|-0.52\|65.00\|66.15\|63.85\|50385;2026-08-12\|66.53\|2.83\|64.21\|67.50\|64.21\|58880;2026-08-13\|65.70\|-1.25\|67.00\|68.87\|65.50\|63381;2026-08-14\|66.22\|0.79\|66.78\|66.78\|65.20\|45693;2026-08-17\|70.68\|6.74\|67.00\|70.98\|66.60\|83764;2026-08-18\|72.01\|1.88\|71.04\|72.11\|69.01\|87399;2026-08-19\|65.63\|-8.86\|69.51\|71.27\|65.37\|90834;2026-08-20\|69.80\|6.35\|66.57\|70.50\|65.50\|94699;2026-08-21\|65.73\|-5.83\|66.40\|67.79\|64.10\|125500;2026-08-24\|61.83\|-5.93\|65.70\|66.27\|60.06\|106766;2026-08-25\|62.26\|0.70\|61.08\|63.32\|59.21\|76778;2026-08-26\|61.90\|-0.58\|63.24\|63.25\|60.31\|48364;2026-08-27\|66.50\|7.43\|62.89\|66.65\|61.81\|80581;2026-08-28\|65.99\|-0.77\|66.65\|68.95\|65.83\|72311;2026-08-31\|69.99\|6.06\|64.60\|69.99\|64.02\|96307;2026-09-01\|66.21\|-5.40\|69.99\|69.99\|65.39\|94731;2026-09-02\|65.30\|-1.37\|65.45\|65.88\|64.03\|59018;2026-09-03\|67.54\|3.43\|67.02\|68.23\|65.28\|87838;2026-09-04\|64.15\|-5.02\|67.99\|69.10\|63.00\|81841;2026-09-07\|68.91\|7.42\|66.32\|70.29\|66.32\|148922;2026-09-08\|66.91\|-2.90\|69.00\|69.50\|66.60\|81239;2026-09-09\|71.11\|6.28\|68.18\|71.37\|67.00\|120646;2026-09-10\|68.44\|-3.75\|69.09\|70.67\|68.30\|110891;2026-09-11\|65.36\|-4.50\|67.51\|67.99\|63.60\|106914;2026-09-14\|65.09\|-0.41\|64.03\|65.99\|63.16\|58902;2026-09-15\|64.19\|-1.38\|64.27\|66.14\|63.41\|68528;2026-09-16\|67.50\|5.16\|64.56\|68.36\|63.90\|99814;2026-09-17\|68.51\|1.50\|67.52\|70.50\|67.40\|76010;2026-09-18\|70.49\|2.89\|69.64\|71.00\|68.88\|92073;2026-09-21\|67.56\|-4.16\|70.81\|71.19\|66.89\|123154;2026-09-22\|68.12\|0.83\|69.03\|71.42\|67.81\|102559;2026-09-23\|69.05\|1.37\|68.92\|71.12\|68.22\|88392;2026-09-24\|65.78\|-4.74\|68.34\|68.65\|65.70\|81935;2026-09-28\|61.06\|-7.18\|65.95\|65.99\|60.77\|83310;2026-09-29\|62.24\|1.93\|60.90\|62.74\|60.67\|51725;2026-09-30\|61.05\|-1.91\|62.90\|63.90\|61.00\|45336;2026-10-08\|57.93\|-5.11\|60.83\|61.84\|57.30\|74583;2026-10-09\|55.48\|-4.23\|57.65\|57.88\|53.41\|84307;2026-10-12\|53.30\|-3.93\|55.00\|55.65\|53.22\|48435;2026-10-13\|53.78\|0.90\|52.02\|54.28\|50.80\|63508;2026-10-14\|51.43\|-4.37\|53.78\|54.15\|51.20\|52166;2026-10-15\|48.75\|-5.21\|49.90\|50.43\|48.18\|69395;2026-10-16\|48.58\|-0.35\|49.74\|50.45\|48.01\|53709;2026-10-19\|49.09\|1.05\|48.00\|49.82\|47.48\|45228;2026-10-20\|50.32\|2.51\|48.64\|51.75\|48.20\|50935;2026-10-21\|51.16\|1.67\|50.83\|52.50\|50.67\|39443;2026-10-22\|49.00\|-4.22\|51.52\|51.96\|48.70\|48643;2026-10-23\|49.87\|1.78\|47.27\|50.30\|44.86\|86141;2026-10-26\|47.51\|-4.73\|49.58\|50.00\|47.00\|56637;2026-10-27\|44.76\|-5.79\|48.13\|48.68\|44.72\|58559;2026-10-28\|45.44\|1.52\|44.19\|46.23\|42.50\|97548;2026-10-29\|42.03\|-7.50\|45.43\|45.44\|41.88\|92976;2026-10-30\|38.30\|-8.87\|40.10\|41.39\|38.27\|91870;2026-11-02\|40.52\|5.80\|39.49\|41.37\|38.46\|107954;2026-11-03\|38.40\|-5.23\|39.60\|40.60\|38.07\|77197;2026-11-04\|43.03\|12.06\|38.66\|43.45\|38.07\|10444196
134487	英伟达公开展示下一代共封装光学（CPO）技术	解禁落地+AI算力+高速连接器+绵阳国资 1、据证券时报2026年6月28日报道及公司公告，华丰科技于2026年6月29日迎来约2.79亿股首发原股东限售股解禁，占总股本59.63%，解禁市值超400亿元。市场预期大规模解禁压力落地后，资金博弈顾虑消除，推动股价表现。 2、据公司2026年4月28日公告，2026年一季度公司实现营业收入6.33亿元，同比增长56.15%；归母净利润1.05亿元，同比增长230.43%，业绩高增主要系AI服务器建设需求增长带动高速产品渗透率提升。 3、据公司2026年6月16日互动易，公司是华为高速背板连接器核心供应商，高速背板连接器及高速线模组广泛用于AI数据中心高端服务器等领域，紧抓算力硬件升级机遇；据证券日报2026年6月26日报道，公司112Gbps高速连接器已大批量生产，日产能达800只以上。 4、据公司2026年6月16日公告，公司控股股东为四川长虹电子控股集团，实际控制人为绵阳市国有资产监督管理委员会，具备国有企业背景。	公司主营光连接器和光模块，华为公司重要客户之一	2026-11-04\|69.19\|12.10\|62.83\|69.45\|61.00\|13926204
134486	英伟达公开展示下一代共封装光学（CPO）技术	光纤+AI光通信+商业航天行业原因： 1、在昨日大跌后，AI硬件板块迎来反弹。消息面上，SK海力士宣布40万亿韩元规模回购计划，美国财政部宣布扩大长期国债回购规模，提振了市场整体情绪。 2、据华创证券8月19日研报，全球光纤龙头藤仓因AI需求向好大幅上修业绩指引，并表明正接到几乎所有美国超大规模云服务商订单，导致供应紧张及产品涨价，验证了AI驱动下光纤光缆行业强劲的上升周期。公司原因： 1、据2026年7月9日互动易，公司2025年以发行股份及支付现金方式并购生一升，进入AI光通信领域，已组建销售团队，借助生一升在数据通信领域的市场经验拓展光通信市场。 2、据2025年年度报告，公司是专业从事光纤陀螺核心器件光纤环及其综合解决方案的企业，核心产品为光纤陀螺用光纤环及保偏光纤，应用于国防惯性导航领域。 3、据2026年4月10日公司微信公众号，公司自研60/100超细径保偏光纤成功应用于多家单位卫星项目，为商业航天发展注入动力。	公司自研适配 CPO 的超细径器件保偏光纤、空芯光纤，相关产品已送样头部光模块厂商验证	2026-06-25\|240.70\|1.91\|236.20\|253.00\|230.00\|70591;2026-06-26\|215.00\|-10.68\|230.27\|234.99\|210.00\|74133;2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|122015;2026-07-13\|125.28\|-20.00\|152.51\|160.00\|125.28\|158809;2026-07-14\|127.60\|1.85\|122.08\|131.60\|120.01\|128110;2026-07-15\|127.10\|-0.39\|131.44\|135.96\|126.07\|100317;2026-07-16\|116.50\|-8.34\|124.00\|127.20\|113.00\|110085;2026-07-17\|101.73\|-12.64\|114.12\|114.87\|101.00\|107895;2026-07-20\|103.00\|1.25\|115.49\|119.74\|99.01\|152579;2026-07-21\|110.00\|6.80\|105.05\|111.88\|84.84\|180262;2026-07-22\|100.00\|-9.09\|107.92\|110.91\|99.66\|136928;2026-07-23\|100.99\|0.99\|102.00\|108.88\|99.11\|91015;2026-07-24\|96.84\|-4.11\|97.03\|102.66\|96.00\|71115;2026-07-27\|103.07\|6.43\|95.89\|103.07\|94.53\|76495;2026-07-28\|90.94\|-11.77\|98.00\|100.65\|90.15\|75427;2026-07-29\|88.46\|-2.73\|90.71\|92.51\|83.52\|82914;2026-07-30\|79.84\|-9.74\|88.92\|88.92\|78.90\|81172;2026-07-31\|84.50\|5.84\|88.00\|93.85\|82.45\|96341;2026-08-03\|82.20\|-2.72\|83.53\|86.84\|78.34\|90864;2026-08-04\|90.20\|9.73\|85.00\|90.98\|82.57\|103951;2026-08-05\|102.40\|13.53\|85.42\|104.24\|85.11\|161812;2026-08-06\|104.68\|2.23\|101.18\|109.50\|99.24\|159173;2026-08-07\|112.29\|7.27\|104.55\|115.90\|103.00\|161080;2026-08-10\|103.00\|-8.27\|113.00\|114.60\|98.27\|161180;2026-08-11\|104.36\|1.32\|99.51\|107.48\|97.23\|125649;2026-08-12\|117.99\|13.06\|105.39\|124.20\|103.42\|197431;2026-08-13\|121.87\|3.29\|121.44\|132.85\|119.50\|218871;2026-08-14\|140.00\|14.88\|123.51\|140.00\|122.11\|204485;2026-08-17\|154.00\|10.00\|142.10\|162.68\|131.00\|239171;2026-08-18\|145.80\|-5.32\|154.00\|154.00\|142.45\|185497;2026-08-19\|126.26\|-13.40\|136.57\|138.97\|126.26\|193480;2026-08-20\|149.50\|18.41\|129.29\|151.51\|125.96\|280104;2026-08-21\|158.80\|6.22\|150.53\|164.67\|147.00\|246399;2026-08-24\|150.22\|-5.40\|154.01\|159.50\|145.44\|170656;2026-08-25\|168.80\|12.37\|141.40\|171.24\|141.20\|212348;2026-08-26\|170.51\|1.01\|167.69\|173.28\|159.60\|161378;2026-08-27\|173.30\|1.64\|169.00\|193.00\|164.59\|205293;2026-08-28\|162.51\|-6.23\|169.35\|174.85\|162.40\|153115;2026-08-31\|160.98\|-0.94\|158.01\|168.92\|158.01\|135247;2026-09-01\|167.00\|3.74\|164.49\|173.77\|158.50\|164850;2026-09-02\|174.56\|4.53\|161.01\|179.92\|161.00\|145321;2026-09-03\|175.64\|0.62\|177.20\|186.90\|168.00\|160530;2026-09-04\|163.00\|-7.20\|174.00\|177.00\|157.01\|158380;2026-09-07\|181.20\|11.17\|161.37\|181.58\|159.50\|166065;2026-09-08\|168.00\|-7.28\|183.84\|184.95\|166.00\|159811;2026-09-09\|174.20\|3.69\|176.74\|181.88\|164.00\|150963;2026-09-10\|168.84\|-3.08\|166.70\|174.00\|163.21\|116571;2026-09-11\|195.00\|15.49\|163.99\|196.28\|163.66\|206587;2026-09-14\|197.00\|1.03\|188.00\|202.17\|185.10\|159275;2026-09-15\|190.00\|-3.55\|190.50\|196.85\|188.87\|103640;2026-09-16\|191.30\|0.68\|190.00\|197.00\|189.00\|110973;2026-09-17\|194.10\|1.46\|189.39\|205.55\|186.00\|124673;2026-09-18\|195.52\|0.73\|195.00\|200.88\|184.91\|134786;2026-09-21\|205.07\|4.88\|193.80\|208.00\|191.31\|129835;2026-09-22\|197.02\|-3.93\|211.00\|215.00\|191.49\|132194;2026-09-23\|193.59\|-1.74\|195.05\|197.85\|189.03\|87859;2026-09-24\|191.35\|-1.16\|191.91\|200.15\|185.30\|91032;2026-09-28\|165.05\|-13.74\|186.00\|187.87\|157.20\|133100;2026-09-29\|180.23\|9.20\|162.68\|182.37\|160.09\|114130;2026-09-30\|174.67\|-3.08\|188.00\|188.00\|171.03\|113685;2026-10-08\|160.29\|-8.23\|171.31\|173.99\|157.50\|93706;2026-10-09\|163.03\|1.71\|156.00\|167.66\|154.20\|107421;2026-10-12\|149.10\|-8.54\|160.00\|160.98\|149.00\|97843;2026-10-13\|158.00\|5.97\|140.00\|161.28\|140.00\|111314;2026-10-14\|166.32\|5.27\|164.50\|177.65\|164.36\|142788;2026-10-15\|160.67\|-3.40\|163.94\|170.50\|159.41\|111178;2026-10-16\|153.36\|-4.55\|165.00\|168.70\|151.32\|101417;2026-10-19\|148.24\|-3.34\|153.45\|157.00\|142.18\|102902;2026-10-20\|156.18\|5.36\|146.88\|165.22\|145.59\|112771;2026-10-21\|164.33\|5.22\|164.43\|168.68\|157.51\|113134;2026-10-22\|151.10\|-8.05\|163.78\|167.33\|151.00\|111746;2026-10-23\|148.50\|-1.72\|146.82\|153.88\|134.10\|154611;2026-10-26\|132.41\|-10.84\|143.16\|143.45\|128.56\|136868;2026-10-27\|127.24\|-3.90\|137.00\|139.94\|127.00\|98874;2026-10-28\|145.60\|14.43\|132.00\|147.90\|127.52\|144884;2026-10-29\|123.01\|-15.52\|140.50\|142.43\|123.00\|132087;2026-10-30\|118.26\|-3.86\|109.90\|128.82\|109.90\|129030;2026-11-02\|116.87\|-1.18\|118.50\|122.00\|114.50\|119029;2026-11-03\|106.93\|-8.51\|113.50\|118.00\|104.20\|122274;2026-11-04\|120.66\|12.84\|106.00\|122.50\|104.77\|15281662
134485	英伟达公开展示下一代共封装光学（CPO）技术		公司1.6T光模块订单相对于去年增幅很大	2026-11-04\|196.50\|13.35\|176.00\|199.98\|172.00\|1142215
134484	英伟达公开展示下一代共封装光学（CPO）技术	MPO+光纤连接头+机器人+模塑一体化行业原因：据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公告，公司收购久腾通讯科技湖州有限公司51%股权的交易已完成工商变更登记，标的公司主营MPO跳线及核心零部件MT插芯产品的研发及生产。 2、据2026年3月27日异常波动公告，近期资本市场对“光纤”等概念的关注度较高，公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、光纤接入盒等，但数据中心MPO项目收入占比较小。 3、据2025年年度报告，公司深耕精密注塑模具领域，已形成“精密注塑模具+注塑件+健康产品”模塑一体化产业链，业务布局汽车、电子/机器人等应用市场。	公司在光通讯领域的产品主要有MPO光纤连接头零部件和适配器、通讯基站塑料壳体、入户光纤设备壳体、光缆通讯壳体、光纤接入盒和接入终端等产品	2026-06-25\|141.24\|-2.40\|147.60\|152.97\|138.80\|86828;2026-06-26\|128.43\|-9.07\|141.55\|142.00\|127.18\|88994;2026-06-29\|120.00\|-6.56\|130.00\|131.83\|117.40\|66592;2026-06-30\|125.42\|4.52\|119.48\|129.33\|118.00\|82895;2026-07-01\|122.24\|-2.54\|124.69\|129.80\|121.03\|54074;2026-07-02\|114.51\|-6.32\|119.42\|121.21\|113.78\|53015;2026-07-03\|116.17\|1.45\|115.66\|119.68\|113.57\|49923;2026-07-06\|114.35\|-1.57\|114.00\|121.00\|112.17\|53054;2026-07-07\|110.08\|-3.73\|115.00\|116.60\|108.00\|42462;2026-07-08\|103.26\|-6.20\|110.00\|111.60\|102.02\|50411;2026-07-09\|105.71\|2.37\|104.86\|106.78\|97.88\|45357;2026-07-10\|113.99\|7.83\|105.60\|119.50\|104.92\|95729;2026-07-13\|102.85\|-9.77\|112.79\|114.01\|102.31\|73630;2026-07-14\|106.41\|3.46\|104.77\|109.00\|100.21\|53425;2026-07-15\|103.37\|-2.86\|107.59\|111.43\|102.00\|36037;2026-07-16\|96.69\|-6.46\|101.82\|103.49\|95.88\|46066;2026-07-17\|84.61\|-12.49\|97.00\|97.03\|84.23\|58872;2026-07-20\|75.33\|-10.97\|86.73\|88.28\|72.22\|77161;2026-07-21\|81.39\|8.04\|77.00\|81.89\|67.00\|75405;2026-07-22\|79.24\|-2.64\|80.34\|83.42\|78.56\|54123;2026-07-23\|78.21\|-1.30\|79.32\|81.99\|77.28\|40212;2026-07-24\|75.10\|-3.98\|77.29\|78.56\|74.51\|42036;2026-07-27\|77.30\|2.93\|75.30\|77.41\|72.41\|45765;2026-07-28\|69.51\|-10.08\|76.15\|76.80\|68.00\|51172;2026-07-29\|66.13\|-4.86\|68.82\|71.19\|63.02\|59640;2026-07-30\|60.63\|-8.32\|67.77\|67.96\|59.05\|60335;2026-07-31\|63.36\|4.50\|68.08\|72.76\|63.36\|93067;2026-08-03\|62.05\|-2.07\|63.54\|65.10\|61.35\|63335;2026-08-04\|67.73\|9.15\|62.85\|68.49\|61.93\|51903;2026-08-05\|75.70\|11.77\|66.38\|77.59\|65.56\|81313;2026-08-06\|79.38\|4.86\|75.30\|81.69\|74.10\|93928;2026-08-07\|82.12\|3.45\|79.87\|84.40\|78.65\|78920;2026-08-10\|82.67\|0.67\|83.54\|84.31\|80.60\|66147;2026-08-11\|82.00\|-0.81\|82.33\|84.87\|80.90\|52772;2026-08-12\|86.20\|5.12\|82.33\|88.25\|81.25\|63999;2026-08-13\|85.70\|-0.58\|85.69\|89.55\|85.46\|65885;2026-08-14\|88.01\|2.70\|85.69\|89.98\|85.69\|62617;2026-08-17\|95.35\|8.34\|87.56\|95.80\|87.56\|96021;2026-08-18\|91.50\|-4.04\|93.64\|96.59\|90.01\|84168;2026-08-19\|80.52\|-12.00\|88.00\|90.00\|80.09\|92440;2026-08-20\|90.34\|12.20\|81.97\|91.52\|81.31\|96130;2026-08-21\|87.37\|-3.29\|88.00\|90.90\|86.00\|73238;2026-08-24\|88.98\|1.84\|87.99\|92.99\|86.50\|93387;2026-08-25\|92.80\|4.29\|88.33\|94.20\|85.00\|97679;2026-08-26\|87.60\|-5.60\|93.00\|94.00\|86.28\|87035;2026-08-27\|98.90\|12.90\|88.88\|99.00\|87.46\|106324;2026-08-28\|94.09\|-4.86\|98.23\|102.18\|93.82\|100523;2026-08-31\|95.40\|1.39\|92.73\|97.97\|90.77\|72974;2026-09-01\|90.00\|-5.66\|95.27\|95.44\|89.80\|68452;2026-09-02\|87.01\|-3.32\|88.80\|89.40\|86.00\|47183;2026-09-03\|85.87\|-1.31\|87.94\|89.48\|84.09\|55335;2026-09-04\|78.88\|-8.14\|86.41\|89.30\|78.03\|83356;2026-09-07\|88.68\|12.42\|83.42\|90.45\|80.98\|95391;2026-09-08\|85.06\|-4.08\|88.61\|88.75\|84.50\|61942;2026-09-09\|85.74\|0.80\|88.00\|91.60\|85.38\|69348;2026-09-10\|83.29\|-2.86\|84.84\|85.30\|83.00\|37178;2026-09-11\|80.80\|-2.99\|81.84\|81.94\|77.27\|46258;2026-09-14\|81.38\|0.72\|79.66\|83.31\|78.02\|40542;2026-09-15\|80.30\|-1.33\|80.80\|83.28\|80.14\|31480;2026-09-16\|85.96\|7.05\|80.00\|87.45\|79.86\|67310;2026-09-17\|88.64\|3.12\|85.63\|90.65\|85.00\|58419;2026-09-18\|92.18\|3.99\|93.00\|94.70\|89.00\|72358;2026-09-21\|93.10\|1.00\|91.77\|95.00\|89.80\|57693;2026-09-22\|90.54\|-2.75\|94.00\|95.54\|90.09\|46479;2026-09-23\|90.34\|-0.22\|90.84\|92.00\|90.00\|26586;2026-09-24\|87.20\|-3.48\|91.00\|91.00\|87.00\|24234;2026-09-28\|82.20\|-5.73\|87.04\|88.70\|81.12\|46013;2026-09-29\|84.40\|2.68\|81.38\|86.05\|81.38\|41806;2026-09-30\|86.08\|1.99\|85.20\|88.68\|84.90\|42880;2026-10-08\|80.47\|-6.52\|86.83\|88.88\|79.61\|54147;2026-10-09\|78.01\|-3.06\|80.00\|80.40\|72.31\|63975;2026-10-12\|75.38\|-3.37\|76.61\|78.22\|75.28\|33610;2026-10-13\|79.80\|5.86\|72.01\|80.29\|70.11\|63016;2026-10-14\|82.07\|2.84\|79.02\|86.17\|79.02\|71611;2026-10-15\|80.60\|-1.79\|78.94\|81.66\|77.00\|49296;2026-10-16\|81.20\|0.74\|83.00\|84.90\|80.54\|75809;2026-10-19\|81.85\|0.80\|80.01\|84.78\|76.58\|75335;2026-10-20\|87.14\|6.46\|83.24\|89.58\|79.84\|89431;2026-10-21\|90.62\|3.99\|87.03\|93.70\|86.19\|89298;2026-10-22\|84.37\|-6.90\|90.56\|90.85\|83.00\|79513;2026-10-23\|89.50\|6.08\|82.07\|90.10\|78.00\|97213;2026-10-26\|83.17\|-7.07\|89.00\|89.51\|82.00\|68931;2026-10-27\|87.18\|4.82\|84.60\|89.86\|84.60\|93209;2026-10-28\|93.97\|7.79\|89.21\|95.30\|85.89\|123384;2026-10-29\|82.08\|-12.65\|92.06\|99.86\|81.81\|131733;2026-10-30\|75.20\|-8.38\|77.00\|81.00\|72.22\|109591;2026-11-02\|67.98\|-9.60\|74.79\|75.97\|65.88\|121522;2026-11-03\|57.10\|-16.00\|64.76\|64.76\|54.38\|131196;2026-11-04\|66.20\|15.94\|57.10\|66.45\|54.57\|131921
134483	英伟达公开展示下一代共封装光学（CPO）技术		参股公司ficonTEC是光电子封测行业重要的设备提供商，为光芯片、光电子器件及光模块的自动化微组装、耦合以及测试市场客户提供高精度自动化设备和相关技术服务	2026-06-25\|647.00\|7.39\|597.00\|673.65\|596.48\|104862;2026-06-26\|587.90\|-9.13\|634.10\|643.36\|587.00\|84790;2026-06-29\|580.98\|-1.18\|580.00\|606.80\|559.66\|61441;2026-06-30\|619.00\|6.54\|592.00\|620.98\|586.00\|62982;2026-07-01\|580.52\|-6.22\|612.00\|618.88\|576.00\|66995;2026-07-02\|529.27\|-8.83\|558.00\|562.00\|526.06\|66193;2026-07-03\|512.73\|-3.13\|528.00\|535.89\|509.54\|54189;2026-07-06\|494.30\|-3.59\|513.28\|515.00\|475.01\|66148;2026-07-07\|487.00\|-1.48\|492.48\|499.17\|477.70\|40336;2026-07-08\|475.20\|-2.42\|495.00\|505.83\|473.00\|46079;2026-07-09\|521.27\|9.69\|484.65\|522.98\|470.00\|76563;2026-07-10\|489.00\|-6.19\|524.00\|536.00\|488.44\|59324;2026-07-13\|482.00\|-1.43\|485.76\|495.88\|475.99\|51462;2026-07-14\|495.50\|2.80\|482.00\|502.00\|467.70\|55920;2026-07-15\|500.60\|1.03\|515.00\|531.80\|498.00\|73123;2026-07-16\|472.60\|-5.59\|479.50\|499.96\|465.89\|50802;2026-07-17\|413.00\|-12.61\|464.91\|474.33\|409.99\|82271;2026-07-20\|373.10\|-9.66\|425.00\|429.00\|360.00\|104325;2026-07-21\|440.00\|17.93\|391.99\|443.80\|367.95\|114269;2026-07-22\|432.99\|-1.59\|430.63\|459.00\|429.88\|76256;2026-07-23\|420.70\|-2.84\|437.96\|444.45\|417.71\|54251;2026-07-24\|411.96\|-2.08\|415.80\|421.99\|407.03\|40458;2026-07-27\|427.12\|3.68\|413.28\|429.00\|406.00\|49122;2026-07-28\|404.00\|-5.41\|423.48\|436.00\|399.00\|74956;2026-07-29\|409.45\|1.35\|409.00\|418.00\|380.02\|82579;2026-07-30\|358.03\|-12.56\|406.04\|408.00\|353.49\|94563;2026-07-31\|415.56\|16.07\|402.00\|429.64\|400.28\|117181;2026-08-03\|410.80\|-1.15\|408.01\|428.88\|402.38\|75337;2026-08-04\|448.00\|9.06\|425.00\|454.00\|420.00\|102074;2026-08-05\|475.00\|6.03\|451.00\|482.88\|442.00\|106216;2026-08-06\|470.90\|-0.86\|466.00\|478.00\|458.18\|69261;2026-08-07\|510.00\|8.30\|479.00\|514.77\|470.19\|101939;2026-08-10\|488.18\|-4.28\|499.98\|512.00\|478.51\|86774;2026-08-11\|488.80\|0.13\|476.15\|499.00\|476.15\|52032;2026-08-12\|515.83\|5.53\|488.54\|527.96\|486.01\|73341;2026-08-13\|507.54\|-1.61\|523.05\|534.00\|507.50\|74752;2026-08-14\|516.00\|1.67\|515.01\|522.02\|508.46\|48091;2026-08-17\|531.00\|2.91\|524.88\|535.00\|519.27\|60227;2026-08-18\|546.51\|2.92\|530.00\|552.00\|526.00\|75085;2026-08-19\|483.01\|-11.62\|520.00\|524.60\|477.00\|85973;2026-08-20\|503.11\|4.16\|505.11\|516.77\|492.42\|74034;2026-08-21\|504.60\|0.30\|511.02\|524.70\|501.00\|55078;2026-08-24\|496.40\|-1.62\|504.60\|509.20\|485.00\|48668;2026-08-25\|492.12\|-0.86\|489.00\|501.76\|478.40\|50555;2026-08-26\|528.90\|7.47\|515.00\|540.00\|507.00\|88236;2026-08-27\|552.11\|4.39\|539.76\|555.50\|531.00\|71104;2026-08-28\|536.70\|-2.79\|552.15\|559.88\|536.70\|51892;2026-08-31\|569.75\|6.16\|536.52\|570.00\|531.12\|75601;2026-09-01\|562.50\|-1.27\|569.00\|576.66\|559.70\|54343;2026-09-02\|582.70\|3.59\|560.64\|593.90\|550.00\|73960;2026-09-03\|585.20\|0.43\|588.06\|603.31\|580.30\|64251;2026-09-04\|573.99\|-1.92\|595.00\|598.13\|566.54\|57484;2026-09-07\|631.94\|10.10\|588.00\|631.99\|588.00\|91667;2026-09-08\|643.80\|1.88\|633.14\|660.00\|628.00\|73309;2026-09-09\|642.60\|-0.19\|660.00\|660.00\|632.00\|59402;2026-09-10\|638.50\|-0.64\|635.11\|646.15\|628.00\|44610;2026-09-11\|630.00\|-1.33\|625.90\|639.00\|616.20\|58925;2026-09-14\|612.30\|-2.81\|618.00\|632.75\|608.69\|58951;2026-09-15\|601.18\|-1.82\|612.27\|616.70\|598.01\|54567;2026-09-16\|612.98\|1.96\|605.17\|621.90\|602.00\|51110;2026-09-17\|607.96\|-0.82\|613.00\|619.88\|606.08\|36238;2026-09-18\|620.60\|2.08\|619.01\|627.00\|603.80\|55629;2026-09-21\|620.78\|0.03\|621.14\|630.00\|616.99\|43208;2026-09-22\|605.88\|-2.40\|628.00\|630.00\|602.38\|51516;2026-09-23\|597.98\|-1.30\|611.00\|611.68\|589.00\|48871;2026-09-24\|565.86\|-5.37\|596.00\|596.00\|565.86\|52242;2026-09-28\|530.31\|-6.28\|562.01\|567.00\|525.89\|60917;2026-09-29\|529.00\|-0.25\|533.47\|537.60\|514.22\|54365;2026-09-30\|533.50\|0.85\|530.00\|548.00\|526.68\|51615;2026-10-08\|508.00\|-4.78\|543.91\|546.00\|500.00\|60288;2026-10-09\|504.00\|-0.79\|502.00\|511.14\|480.00\|58501;2026-10-12\|481.60\|-4.44\|505.00\|505.05\|481.16\|39803;2026-10-13\|493.21\|2.41\|460.56\|498.80\|450.21\|67876;2026-10-14\|486.00\|-1.46\|493.00\|515.69\|483.00\|64187;2026-10-15\|457.06\|-5.95\|466.00\|474.98\|454.00\|69812;2026-10-16\|442.50\|-3.19\|470.00\|474.20\|439.00\|60850;2026-10-19\|440.38\|-0.48\|447.37\|450.36\|422.00\|50872;2026-10-20\|435.00\|-1.22\|438.61\|448.13\|431.88\|46885;2026-10-21\|448.03\|3.00\|442.00\|464.61\|442.00\|55060;2026-10-22\|418.30\|-6.64\|454.00\|462.99\|415.00\|66159;2026-10-23\|416.60\|-0.41\|402.00\|420.73\|382.18\|83581;2026-10-26\|384.60\|-7.68\|409.00\|410.00\|383.80\|74806;2026-10-27\|373.79\|-2.81\|397.89\|403.01\|368.00\|69595;2026-10-28\|386.43\|3.38\|377.65\|390.00\|357.15\|82541;2026-10-29\|330.01\|-14.60\|373.99\|378.00\|330.00\|104360;2026-10-30\|296.00\|-10.31\|300.01\|320.00\|288.66\|106575;2026-11-02\|295.36\|-0.22\|299.55\|299.99\|285.26\|82380;2026-11-03\|261.45\|-11.48\|288.79\|289.99\|258.00\|99882;2026-11-04\|305.00\|16.66\|263.17\|307.87\|253.00\|129871
134482	英伟达公开展示下一代共封装光学（CPO）技术		1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等；第三季度净利润同比增114%； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-11-04\|335.55\|19.21\|285.70\|337.00\|285.70\|5207381

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