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	yuanbaoreason
116698	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：公司3um设备已通过多家客户测试并开始分批下单，适配400GHz/800GHz光模块封装，受益于Lumentum订单排满至2028年行业高景气；涨停缘由：光模块升级加速带动高精度封装设备需求，国产替代逻辑强化；公司设备进入头部客户供应链验证期；资金逻辑：4月16日主力净流入1979.77万元，资金提前布局光通信上游设备环节，板块整体获AI算力基建预期驱动；风险提示：2025年净利润同比下滑61.4%，2026年Q1营收降35.29%、净利降93.52%，经营承压，短期业绩与题材存在背离	公司3um设备用在400GHz和800GHz光模块封装，已有多家客户通过测试，有客户已开始分批下单采购，同时国内光通讯行业龙头企业将采用此设备做产品测试	2026-03-03\|51.06\|-11.11\|57.00\|57.57\|50.54\|79503;2026-03-04\|50.30\|-1.49\|49.97\|51.55\|48.49\|44399;2026-03-05\|50.34\|0.08\|51.09\|52.22\|49.82\|31768;2026-03-06\|50.76\|0.83\|51.50\|51.79\|50.20\|30450;2026-03-09\|49.17\|-3.13\|50.00\|50.00\|47.96\|37082;2026-03-10\|49.94\|1.57\|49.24\|50.27\|49.24\|26009;2026-03-11\|48.32\|-3.24\|49.94\|50.32\|48.20\|31000;2026-03-12\|48.75\|0.89\|48.06\|49.43\|48.06\|21837;2026-03-13\|47.14\|-3.30\|48.75\|48.75\|47.08\|27441;2026-03-16\|46.11\|-2.19\|46.98\|47.07\|45.60\|26312;2026-03-17\|46.54\|0.93\|46.15\|48.19\|46.15\|30030;2026-03-18\|46.78\|0.52\|46.85\|47.28\|46.10\|20269;2026-03-19\|45.56\|-2.61\|46.28\|46.80\|45.38\|20806;2026-03-20\|43.98\|-3.47\|45.55\|46.12\|43.89\|19440;2026-03-23\|39.45\|-10.30\|41.30\|43.98\|39.40\|34679;2026-03-24\|42.11\|6.74\|40.50\|42.30\|40.05\|28505;2026-03-25\|44.20\|4.96\|43.00\|45.22\|42.15\|41953;2026-03-26\|44.31\|0.25\|44.36\|45.00\|43.38\|27854;2026-03-27\|44.07\|-0.54\|43.41\|44.29\|42.91\|14979;2026-03-30\|43.22\|-1.93\|43.04\|43.84\|42.77\|17833;2026-03-31\|42.25\|-2.24\|43.31\|43.85\|41.98\|22770;2026-04-01\|41.80\|-1.07\|43.00\|43.57\|41.73\|23011;2026-04-02\|40.72\|-2.58\|42.58\|42.58\|40.00\|26169;2026-04-03\|38.85\|-4.59\|40.50\|40.86\|38.75\|29348;2026-04-07\|38.35\|-1.29\|39.82\|39.87\|38.30\|26202;2026-04-08\|41.60\|8.47\|39.31\|42.97\|39.07\|65642;2026-04-09\|40.31\|-3.10\|41.40\|41.43\|40.18\|31576;2026-04-10\|39.95\|-0.89\|41.19\|41.72\|39.92\|31462;2026-04-13\|39.53\|-1.05\|39.80\|40.34\|38.82\|34418;2026-04-14\|40.47\|2.38\|39.65\|41.36\|39.58\|46834;2026-04-15\|40.84\|0.91\|40.68\|41.20\|39.97\|34217;2026-04-16\|45.20\|10.68\|40.12\|45.68\|40.06\|84355;2026-04-17\|45.10\|-0.22\|44.63\|45.59\|44.05\|61741;2026-04-20\|45.35\|0.55\|44.76\|45.73\|42.76\|61548;2026-04-21\|44.24\|-2.45\|45.34\|45.68\|43.77\|39978;2026-04-22\|45.66\|3.21\|43.93\|46.14\|43.50\|47265;2026-04-23\|44.38\|-2.80\|45.66\|45.88\|44.00\|42877;2026-04-24\|45.17\|1.78\|44.58\|45.97\|43.00\|46785;2026-04-27\|46.12\|2.10\|44.89\|46.50\|44.20\|47796;2026-04-28\|46.73\|1.32\|46.07\|49.18\|45.91\|62706;2026-04-29\|47.30\|1.22\|44.66\|47.77\|44.66\|60873;2026-04-30\|48.67\|2.90\|47.07\|49.49\|47.00\|52910;2026-05-06\|50.79\|4.36\|48.93\|50.98\|48.67\|63482;2026-05-07\|49.92\|-1.71\|50.78\|50.95\|49.50\|43618;2026-05-08\|49.97\|0.10\|49.56\|50.48\|49.00\|40108;2026-05-11\|52.57\|5.20\|50.21\|53.87\|50.21\|66745;2026-05-12\|54.40\|3.48\|52.66\|55.03\|51.66\|75490;2026-05-13\|56.40\|3.68\|54.66\|57.38\|54.08\|70359;2026-05-14\|55.50\|-1.60\|56.40\|58.10\|55.50\|68888;2026-05-15\|55.00\|-0.90\|55.80\|56.05\|53.36\|63172;2026-05-18\|55.96\|1.75\|54.59\|56.80\|54.45\|38861;2026-05-19\|55.43\|-0.95\|56.00\|56.90\|54.70\|39205;2026-05-20\|55.99\|1.01\|55.43\|58.28\|55.15\|54142;2026-05-21\|52.57\|-6.11\|56.37\|56.37\|52.50\|59773;2026-05-22\|54.41\|3.50\|53.68\|54.72\|52.35\|40348;2026-05-25\|53.99\|-0.77\|55.00\|56.33\|53.50\|50487;2026-05-26\|52.20\|-3.32\|53.80\|53.99\|50.35\|41696;2026-05-27\|50.10\|-4.02\|52.43\|52.88\|49.65\|37013;2026-05-28\|51.72\|3.23\|50.30\|52.10\|49.19\|29480;2026-05-29\|46.93\|-9.26\|52.40\|52.50\|46.60\|58645;2026-06-01\|45.70\|-2.62\|47.26\|47.93\|45.50\|33857;2026-06-02\|50.09\|9.61\|44.81\|50.54\|44.22\|60060;2026-06-03\|49.26\|-1.66\|51.27\|51.66\|48.60\|42937;2026-06-04\|49.16\|-0.20\|49.30\|51.86\|47.90\|32748;2026-06-05\|49.38\|0.45\|49.66\|50.99\|48.22\|36519;2026-06-08\|46.03\|-6.78\|49.00\|49.00\|45.45\|42798;2026-06-09\|47.20\|2.54\|47.29\|47.49\|45.46\|28295;2026-06-10\|44.59\|-5.53\|47.34\|47.34\|43.87\|37206;2026-06-11\|43.09\|-3.36\|44.67\|44.67\|41.80\|49871;2026-06-12\|43.10\|0.02\|43.60\|44.20\|42.20\|57569;2026-06-15\|43.26\|0.37\|43.71\|44.77\|42.56\|40930;2026-06-16\|44.32\|2.45\|43.48\|44.82\|41.70\|48636;2026-06-17\|43.32\|-2.26\|44.02\|46.48\|43.02\|46458;2026-06-18\|45.97\|6.12\|44.00\|46.77\|42.32\|61643;2026-06-22\|43.18\|-5.99\|45.99\|47.29\|42.36\|63945;2026-06-23\|45.00\|4.21\|42.75\|46.18\|42.70\|66029;2026-06-24\|51.96\|15.47\|45.44\|52.16\|45.03\|104488;2026-06-25\|53.67\|3.29\|52.40\|55.75\|51.45\|107870;2026-06-26\|53.96\|0.54\|53.00\|55.52\|51.55\|77859;2026-06-29\|52.48\|-2.74\|53.96\|54.98\|50.53\|69057;2026-06-30\|54.90\|4.61\|53.49\|55.00\|48.00\|91707;2026-07-01\|54.75\|-0.27\|57.00\|59.00\|54.72\|97822;2026-07-02\|54.31\|-0.80\|53.05\|56.75\|52.53\|62181;2026-07-03\|57.45\|5.78\|54.74\|59.88\|54.05\|131178;2026-07-06\|53.25\|-7.31\|58.50\|58.77\|53.08\|81735;2026-07-07\|49.85\|-6.38\|52.77\|53.74\|49.51\|63681;2026-07-08\|47.57\|-4.57\|49.81\|49.98\|47.40\|51943;2026-07-09\|51.01\|7.23\|47.57\|51.33\|45.86\|69560;2026-07-10\|48.55\|-4.82\|52.54\|52.54\|48.06\|7633530
116697	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：国内光纤涂覆材料市占率第一，直接受益于日本光纤厂商提价及国内光缆扩产；涨停缘由：公司为国内光纤光缆涂覆材料核心供应商，覆盖长飞、亨通等头部客户；日本光纤龙头提价预期带动全产业链涨价预期，涂覆材料作为成本占比约15%的关键辅材率先受益；资金逻辑：近期光通信板块资金持续回流，中富电路等链上个股连续获主力大额净流入，飞凯材料作为上游材料环节获联动资金关注，融资余额处于近一年高位；风险提示：公司2025年归母净利润同比下滑12.3%，主业增长承压；涂覆材料技术壁垒相对较低，存在新进入者价格竞争风险	公司光纤光缆涂覆材料主要用于光纤光缆制造过程，保护光导玻璃纤维免受外界环境影响、保持其足够的机械强度和光学性能，下游客户基本覆盖了光纤光缆行业的国内上市公司以及知名制造企业	2026-03-03\|28.80\|-6.55\|31.22\|31.26\|28.68\|610151;2026-03-04\|28.83\|0.10\|28.62\|29.80\|28.60\|380343;2026-03-05\|28.81\|-0.07\|29.65\|29.87\|28.58\|429278;2026-03-06\|28.41\|-1.39\|28.64\|28.84\|28.17\|294940;2026-03-09\|27.58\|-2.92\|27.22\|27.74\|26.34\|431445;2026-03-10\|28.89\|4.75\|28.32\|29.07\|28.11\|381724;2026-03-11\|28.58\|-1.07\|29.01\|29.61\|28.51\|322570;2026-03-12\|28.11\|-1.64\|28.60\|28.98\|27.75\|285591;2026-03-13\|27.97\|-0.50\|27.74\|28.86\|27.63\|270421;2026-03-16\|28.18\|0.75\|27.88\|28.35\|26.98\|278845;2026-03-17\|26.90\|-4.54\|28.19\|28.25\|26.90\|265166;2026-03-18\|27.62\|2.68\|27.31\|27.69\|27.05\|215029;2026-03-19\|26.47\|-4.16\|27.00\|27.10\|26.26\|260778;2026-03-20\|25.76\|-2.68\|26.71\|27.08\|25.71\|237346;2026-03-23\|24.11\|-6.41\|25.50\|25.50\|23.81\|288942;2026-03-24\|24.41\|1.24\|24.68\|24.70\|23.61\|230701;2026-03-25\|25.36\|3.89\|24.92\|25.66\|24.88\|282261;2026-03-26\|25.01\|-1.38\|25.20\|25.53\|24.84\|179676;2026-03-27\|25.67\|2.64\|24.33\|25.88\|24.15\|209698;2026-03-30\|26.08\|1.60\|25.22\|26.32\|24.86\|273557;2026-03-31\|25.60\|-1.84\|26.03\|26.30\|25.25\|251490;2026-04-01\|25.98\|1.48\|26.27\|26.46\|25.80\|235882;2026-04-02\|25.60\|-1.46\|25.83\|26.30\|25.47\|193498;2026-04-03\|25.98\|1.48\|25.88\|26.45\|25.76\|275050;2026-04-07\|26.13\|0.58\|26.06\|26.68\|25.81\|251345;2026-04-08\|27.69\|5.97\|27.14\|27.69\|26.78\|379257;2026-04-09\|27.27\|-1.52\|27.10\|27.75\|27.03\|275671;2026-04-10\|26.84\|-1.58\|27.66\|27.83\|26.84\|318654;2026-04-13\|27.73\|3.32\|26.52\|27.93\|26.52\|402462;2026-04-14\|28.41\|2.45\|28.11\|28.91\|27.72\|468371;2026-04-15\|27.66\|-2.64\|28.44\|28.57\|27.50\|320036;2026-04-16\|29.20\|5.57\|27.64\|29.67\|27.44\|558942;2026-04-17\|29.25\|0.17\|28.93\|29.96\|28.77\|414278;2026-04-20\|29.82\|1.95\|29.92\|30.41\|29.52\|430825;2026-04-21\|30.15\|1.11\|29.80\|30.28\|29.48\|405455;2026-04-22\|31.73\|5.24\|30.50\|31.88\|29.95\|782801;2026-04-23\|31.70\|-0.09\|31.80\|32.25\|30.77\|606481;2026-04-24\|30.61\|-3.44\|31.46\|31.88\|30.49\|409617;2026-04-27\|30.78\|0.56\|30.91\|31.78\|30.61\|437706;2026-04-28\|31.55\|2.50\|30.45\|32.42\|30.35\|535282;2026-04-29\|30.93\|-1.97\|30.82\|31.29\|30.22\|344447;2026-04-30\|30.41\|-1.68\|30.96\|31.39\|30.12\|374656;2026-05-06\|31.57\|3.81\|31.11\|32.10\|31.11\|443017;2026-05-07\|35.82\|13.46\|33.27\|36.22\|32.61\|984954;2026-05-08\|35.27\|-1.54\|35.00\|36.49\|34.98\|699086;2026-05-11\|38.11\|8.05\|37.01\|39.17\|37.01\|851232;2026-05-12\|38.84\|1.92\|38.20\|39.55\|37.88\|745724;2026-05-13\|41.81\|7.65\|38.36\|42.22\|38.20\|793785;2026-05-14\|39.12\|-6.43\|41.30\|41.55\|38.90\|743462;2026-05-15\|38.18\|-2.40\|39.50\|40.21\|37.70\|607022;2026-05-18\|38.42\|0.63\|38.18\|38.99\|37.18\|495649;2026-05-19\|38.02\|-1.04\|38.69\|38.76\|36.22\|499984;2026-05-20\|39.19\|3.08\|37.81\|39.55\|37.40\|659351;2026-05-21\|36.76\|-6.20\|39.80\|40.98\|36.40\|774048;2026-05-22\|37.98\|3.32\|37.10\|38.36\|36.90\|463608;2026-05-25\|41.34\|8.85\|38.71\|41.55\|37.40\|781057;2026-05-26\|40.15\|-2.88\|41.80\|43.10\|39.10\|763005;2026-05-27\|38.06\|-5.21\|40.12\|40.48\|37.51\|611616;2026-05-28\|39.84\|4.68\|38.00\|40.15\|37.72\|592648;2026-05-29\|36.43\|-8.56\|39.84\|40.09\|36.02\|694423;2026-06-01\|35.14\|-3.54\|36.48\|37.12\|35.01\|418557;2026-06-02\|35.53\|1.11\|35.14\|35.91\|34.28\|333909;2026-06-03\|38.60\|8.64\|36.66\|40.37\|36.60\|762447;2026-06-04\|41.34\|7.10\|37.91\|42.00\|37.91\|791695;2026-06-05\|41.23\|-0.27\|40.99\|42.79\|39.78\|686732;2026-06-08\|39.75\|-3.59\|39.17\|41.97\|38.89\|557585;2026-06-09\|44.34\|11.55\|41.35\|44.99\|41.05\|850627;2026-06-10\|44.80\|1.04\|42.39\|45.88\|42.19\|1047164;2026-06-11\|42.89\|-4.26\|42.09\|45.00\|40.23\|1076478;2026-06-12\|40.18\|-6.32\|44.56\|45.47\|39.81\|906126;2026-06-15\|43.45\|8.14\|41.50\|43.66\|40.38\|723359;2026-06-16\|45.16\|3.94\|43.32\|45.66\|42.65\|868036;2026-06-17\|46.93\|3.92\|43.85\|48.27\|43.70\|893403;2026-06-18\|46.10\|-1.77\|46.60\|47.36\|45.54\|663068;2026-06-22\|48.88\|6.03\|47.50\|50.66\|47.45\|924210;2026-06-23\|47.30\|-3.23\|48.35\|48.98\|45.80\|692996;2026-06-24\|54.70\|15.64\|45.89\|55.38\|45.35\|1059894;2026-06-25\|56.66\|3.58\|56.06\|58.30\|54.23\|1045465;2026-06-26\|61.29\|8.17\|56.61\|63.95\|55.62\|1136233;2026-06-29\|64.26\|4.85\|61.48\|65.31\|55.27\|1349755;2026-06-30\|61.75\|-3.91\|62.21\|63.59\|59.50\|924900;2026-07-01\|60.01\|-2.82\|60.58\|64.88\|58.60\|987738;2026-07-02\|56.74\|-5.45\|55.99\|59.97\|53.10\|749757;2026-07-03\|52.34\|-7.75\|56.35\|56.73\|52.01\|701380;2026-07-06\|49.81\|-4.83\|53.40\|53.66\|48.50\|525756;2026-07-07\|48.75\|-2.13\|49.06\|50.20\|47.60\|418486;2026-07-08\|46.96\|-3.67\|48.88\|49.55\|44.81\|465517;2026-07-09\|49.72\|6.04\|48.02\|49.90\|46.91\|513225;2026-07-10\|46.75\|-5.97\|50.99\|52.86\|46.75\|709161
116696	MPO、FAU、CPO等行业新技术受关注	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	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	2026-03-03\|37.97\|-2.87\|39.09\|39.55\|37.60\|43873;2026-03-04\|38.02\|0.13\|37.00\|38.30\|36.68\|30124;2026-03-05\|39.91\|4.97\|38.86\|40.25\|37.98\|59565;2026-03-06\|40.55\|1.60\|39.32\|41.35\|39.28\|55145;2026-03-09\|39.90\|-1.60\|39.36\|40.30\|38.08\|39729;2026-03-10\|40.95\|2.63\|40.49\|42.41\|40.08\|78930;2026-03-11\|41.99\|2.54\|41.38\|42.93\|41.01\|85844;2026-03-12\|40.41\|-3.76\|41.72\|42.28\|40.07\|60649;2026-03-13\|39.25\|-2.87\|40.20\|40.65\|39.14\|43288;2026-03-16\|38.41\|-2.14\|39.00\|39.24\|37.33\|47930;2026-03-17\|37.20\|-3.15\|38.85\|38.85\|36.74\|40485;2026-03-18\|38.29\|2.93\|37.56\|38.39\|37.27\|37767;2026-03-19\|37.49\|-2.09\|37.50\|38.15\|37.25\|28241;2026-03-20\|36.79\|-1.87\|37.65\|38.46\|36.79\|30453;2026-03-23\|34.28\|-6.82\|36.00\|36.36\|33.90\|50741;2026-03-24\|35.37\|3.18\|34.70\|35.37\|34.00\|27304;2026-03-25\|37.16\|5.06\|35.70\|37.96\|35.64\|44880;2026-03-26\|36.13\|-2.77\|36.78\|37.80\|35.86\|25737;2026-03-27\|35.56\|-1.58\|35.49\|36.21\|35.02\|23750;2026-03-30\|36.17\|1.72\|35.04\|36.44\|34.96\|19662;2026-03-31\|35.09\|-2.99\|36.17\|36.31\|34.88\|21361;2026-04-01\|36.72\|4.65\|35.90\|37.05\|35.76\|32911;2026-04-02\|35.95\|-2.10\|36.90\|37.15\|35.50\|23165;2026-04-03\|37.99\|5.67\|36.22\|39.10\|36.22\|60483;2026-04-07\|38.27\|0.74\|38.38\|39.49\|37.84\|48729;2026-04-08\|42.10\|10.01\|39.44\|42.10\|38.51\|93343;2026-04-09\|44.20\|4.99\|41.88\|44.88\|40.78\|119600;2026-04-10\|43.53\|-1.52\|44.20\|44.26\|43.11\|69613;2026-04-13\|44.25\|1.65\|43.53\|44.99\|43.40\|67082;2026-04-14\|43.97\|-0.63\|44.53\|44.59\|43.65\|50371;2026-04-15\|43.09\|-2.00\|43.98\|44.34\|42.89\|47460;2026-04-16\|43.86\|1.79\|43.08\|44.03\|42.66\|47547;2026-04-17\|48.25\|10.01\|44.11\|48.25\|44.03\|80970;2026-04-20\|46.23\|-4.19\|48.25\|48.50\|45.47\|100296;2026-04-21\|46.31\|0.17\|46.02\|47.50\|45.10\|77290;2026-04-22\|47.00\|1.49\|45.65\|47.80\|45.65\|99868;2026-04-23\|45.28\|-3.66\|46.60\|46.88\|44.70\|80612;2026-04-24\|45.92\|1.41\|45.01\|47.10\|44.72\|75790;2026-04-27\|48.25\|5.07\|46.84\|49.28\|46.19\|103293;2026-04-28\|46.68\|-3.25\|47.63\|47.83\|46.24\|63256;2026-04-29\|46.85\|0.36\|45.78\|48.22\|45.78\|59262;2026-04-30\|46.88\|0.06\|46.80\|47.97\|46.58\|43458;2026-05-06\|47.67\|1.69\|48.20\|49.12\|47.45\|80667;2026-05-07\|48.78\|2.33\|48.60\|49.35\|47.75\|73549;2026-05-08\|48.58\|-0.41\|47.80\|49.45\|46.71\|59068;2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;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
116695	MPO、FAU、CPO等行业新技术受关注	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-03\|27.52\|-9.95\|30.00\|30.83\|27.50\|2067074;2026-03-04\|26.80\|-2.62\|25.86\|27.77\|25.86\|973806;2026-03-05\|28.09\|4.81\|27.50\|28.72\|26.52\|1465287;2026-03-06\|26.98\|-3.95\|27.70\|27.99\|26.81\|1046679;2026-03-09\|26.59\|-1.45\|26.01\|26.84\|25.50\|845950;2026-03-10\|28.15\|5.87\|27.27\|28.20\|26.70\|1301975;2026-03-11\|28.47\|1.14\|28.20\|29.50\|28.20\|1366439;2026-03-12\|27.35\|-3.93\|28.38\|28.83\|27.00\|1157400;2026-03-13\|27.61\|0.95\|27.19\|28.30\|27.08\|1028565;2026-03-16\|28.44\|3.01\|27.63\|28.68\|27.61\|1252367;2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386
116694	MPO、FAU、CPO等行业新技术受关注	光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	1、参股子公司浙江亚格新安电子新材料有限公司现有四氯化硅产能4万吨，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，产能预计于今年6月正式投用；同时，公司有机硅产品D4是光纤预制棒包层主流核心原料，已与国内外头部光纤企业多年稳定合作； 2、国内除草剂草甘膦和有机硅单体生产龙头企业；公司与浙江人形机器人创新中心共建联合实验室，已向机器人客户批量交付10余款硅基新材料，用于末端执行器、仿生皮肤及柔性传感	2026-03-03\|13.04\|-4.47\|13.53\|13.75\|12.95\|379312;2026-03-04\|12.65\|-2.99\|12.85\|13.16\|12.60\|322203;2026-03-05\|12.91\|2.06\|12.92\|13.10\|12.72\|252455;2026-03-06\|13.16\|1.94\|12.82\|13.30\|12.71\|284159;2026-03-09\|12.72\|-3.34\|13.05\|13.32\|12.55\|300581;2026-03-10\|12.72\|0.00\|12.72\|12.88\|12.55\|200693;2026-03-11\|13.12\|3.14\|12.73\|13.22\|12.56\|370854;2026-03-12\|13.43\|2.36\|13.21\|13.59\|12.97\|455812;2026-03-13\|13.13\|-2.23\|13.43\|13.65\|13.08\|284384;2026-03-16\|12.51\|-4.72\|13.14\|13.36\|12.41\|367913;2026-03-17\|12.05\|-3.68\|12.42\|12.69\|12.00\|279896;2026-03-18\|12.00\|-0.41\|12.04\|12.14\|11.82\|172878;2026-03-19\|11.18\|-6.83\|11.92\|11.99\|11.09\|340116;2026-03-20\|10.89\|-2.59\|11.20\|11.27\|10.87\|240108;2026-03-23\|10.72\|-1.56\|10.62\|11.15\|10.48\|308455;2026-03-24\|10.87\|1.40\|10.90\|10.95\|10.51\|225140;2026-03-25\|11.06\|1.75\|10.86\|11.15\|10.86\|163803;2026-03-26\|10.84\|-1.99\|11.07\|11.22\|10.79\|158764;2026-03-27\|10.99\|1.38\|10.72\|11.18\|10.68\|200726;2026-03-30\|11.03\|0.36\|10.90\|11.18\|10.78\|236453;2026-03-31\|10.69\|-3.08\|11.04\|11.10\|10.65\|209967;2026-04-01\|10.93\|2.25\|10.88\|10.98\|10.76\|177716;2026-04-02\|10.77\|-1.46\|10.93\|11.08\|10.66\|133758;2026-04-03\|10.45\|-2.97\|10.83\|10.83\|10.40\|136173;2026-04-07\|11.50\|10.05\|10.91\|11.50\|10.91\|269209;2026-04-08\|11.90\|3.48\|11.77\|12.05\|11.50\|532494;2026-04-09\|11.94\|0.34\|11.80\|12.08\|11.66\|333672;2026-04-10\|12.03\|0.75\|12.03\|12.27\|11.86\|257694;2026-04-13\|12.13\|0.83\|11.95\|12.27\|11.82\|269245;2026-04-14\|12.50\|3.05\|12.13\|12.50\|12.00\|310440;2026-04-15\|12.07\|-3.44\|12.50\|12.55\|12.06\|287184;2026-04-16\|12.28\|1.74\|12.13\|12.32\|12.01\|219427;2026-04-17\|12.10\|-1.47\|12.19\|12.34\|12.09\|183659;2026-04-20\|12.19\|0.74\|12.12\|12.32\|12.04\|194200;2026-04-21\|12.43\|1.97\|12.19\|12.45\|12.00\|242607;2026-04-22\|12.38\|-0.40\|12.38\|12.46\|12.31\|174555;2026-04-23\|12.50\|0.97\|12.35\|12.65\|12.20\|269850;2026-04-24\|12.60\|0.80\|12.50\|12.71\|12.38\|274174;2026-04-27\|12.51\|-0.71\|12.59\|12.67\|12.43\|182605;2026-04-28\|12.47\|-0.32\|12.50\|12.75\|12.37\|221417;2026-04-29\|12.71\|1.92\|12.35\|12.78\|12.13\|319190;2026-04-30\|12.49\|-1.73\|12.79\|12.80\|12.45\|213883;2026-05-06\|12.45\|-0.32\|12.47\|12.59\|12.21\|278802;2026-05-07\|11.90\|-4.42\|12.45\|12.46\|11.85\|428602;2026-05-08\|11.95\|0.42\|11.87\|12.11\|11.82\|216136;2026-05-11\|12.46\|4.27\|12.04\|12.69\|12.00\|423176;2026-05-12\|12.48\|0.16\|12.48\|12.72\|12.31\|268703;2026-05-13\|12.50\|0.16\|12.43\|12.65\|12.30\|250018;2026-05-14\|12.18\|-2.56\|12.46\|12.62\|12.18\|210171;2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745
116693	MPO、FAU、CPO等行业新技术受关注	高速光模块发布+算力配套+商业航天+央企行业原因： 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、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	1、国内光通信器件行业的重点骨干企业；控股子公司江苏奥雷光电有限公司主营业务为光模块、光互连产品研制生产，产品主要应用于防务、通信、视频监控和工业控制等领域； 2、中航科工集团旗下，航天连接器龙头，市场占比超过70%	2026-03-03\|49.87\|-8.18\|54.00\|54.00\|49.80\|232101;2026-03-04\|51.11\|2.49\|49.10\|51.67\|48.95\|153816;2026-03-05\|50.70\|-0.80\|51.80\|52.20\|50.00\|123772;2026-03-06\|51.98\|2.52\|50.57\|52.60\|50.30\|140107;2026-03-09\|50.94\|-2.00\|51.26\|51.30\|49.80\|129607;2026-03-10\|56.03\|9.99\|52.01\|56.03\|52.01\|281213;2026-03-11\|56.49\|0.82\|58.70\|58.70\|56.24\|558541;2026-03-12\|59.96\|6.14\|57.02\|62.08\|56.78\|576049;2026-03-13\|54.90\|-8.44\|58.76\|58.99\|54.60\|428244;2026-03-16\|57.58\|4.88\|56.10\|58.65\|56.10\|384031;2026-03-17\|55.87\|-2.97\|57.60\|58.75\|55.70\|220787;2026-03-18\|60.18\|7.71\|56.95\|61.46\|56.31\|456146;2026-03-19\|60.79\|1.01\|59.00\|62.84\|58.10\|432452;2026-03-20\|63.44\|4.36\|61.91\|64.00\|60.50\|485075;2026-03-23\|62.66\|-1.23\|60.50\|67.00\|60.36\|439759;2026-03-24\|67.04\|6.99\|63.18\|68.93\|62.24\|509438;2026-03-25\|65.08\|-2.92\|67.00\|68.50\|64.72\|393711;2026-03-26\|61.98\|-4.76\|64.77\|65.00\|61.09\|318399;2026-03-27\|63.93\|3.15\|59.96\|63.95\|58.31\|290145;2026-03-30\|66.48\|3.99\|61.86\|68.50\|61.86\|330330;2026-03-31\|62.87\|-5.43\|65.15\|66.00\|62.76\|242475;2026-04-01\|65.37\|3.98\|64.88\|66.15\|63.28\|242663;2026-04-02\|60.62\|-7.27\|64.50\|65.04\|60.33\|260951;2026-04-03\|60.65\|0.05\|60.62\|62.83\|58.70\|238143;2026-04-07\|66.72\|10.01\|62.93\|66.72\|62.60\|332969;2026-04-08\|71.11\|6.58\|71.03\|72.50\|69.00\|384807;2026-04-09\|78.22\|10.00\|70.39\|78.22\|70.39\|268439;2026-04-10\|76.23\|-2.54\|76.66\|77.29\|74.20\|406008;2026-04-13\|77.36\|1.48\|76.30\|81.01\|76.30\|347816;2026-04-14\|78.68\|1.71\|77.00\|81.75\|75.22\|369227;2026-04-15\|79.67\|1.26\|78.90\|82.58\|76.65\|408285;2026-04-16\|76.30\|-4.23\|78.33\|78.78\|75.52\|399594;2026-04-17\|79.76\|4.53\|76.90\|80.86\|76.40\|383025;2026-04-20\|80.46\|0.88\|78.97\|83.63\|78.81\|410727;2026-04-21\|74.31\|-7.64\|79.10\|79.10\|74.01\|416558;2026-04-22\|76.45\|2.88\|73.83\|77.32\|73.03\|326372;2026-04-23\|73.60\|-3.73\|75.08\|76.28\|72.50\|281890;2026-04-24\|76.81\|4.36\|73.00\|80.43\|69.80\|545924;2026-04-27\|74.49\|-3.02\|76.00\|76.02\|70.94\|330556;2026-04-28\|69.27\|-7.01\|73.03\|73.40\|69.23\|293420;2026-04-29\|67.67\|-2.31\|68.12\|69.65\|67.44\|205005;2026-04-30\|73.19\|8.16\|68.70\|74.44\|67.95\|428141;2026-05-06\|76.40\|4.39\|75.00\|77.59\|74.00\|370080;2026-05-07\|77.32\|1.20\|76.40\|77.88\|75.09\|257041;2026-05-08\|75.70\|-2.10\|76.76\|76.90\|75.00\|227559;2026-05-11\|76.36\|0.87\|76.68\|78.01\|74.79\|307182;2026-05-12\|74.90\|-1.91\|76.36\|77.95\|73.82\|252473;2026-05-13\|73.79\|-1.48\|74.10\|74.57\|72.04\|235088;2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203
116692	MPO、FAU、CPO等行业新技术受关注	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、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9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-03-03\|11.88\|-8.76\|13.03\|13.10\|11.80\|395256;2026-03-04\|11.81\|-0.59\|11.83\|12.14\|11.71\|238332;2026-03-05\|11.89\|0.68\|12.02\|12.13\|11.80\|130252;2026-03-06\|12.16\|2.27\|11.83\|12.32\|11.81\|211392;2026-03-09\|11.82\|-2.80\|12.00\|12.06\|11.47\|234977;2026-03-10\|11.95\|1.10\|11.90\|12.11\|11.85\|149381;2026-03-11\|12.55\|5.02\|12.35\|12.63\|12.12\|349039;2026-03-12\|13.81\|10.04\|13.81\|13.81\|13.54\|364247;2026-03-13\|12.43\|-9.99\|13.41\|13.60\|12.43\|831178;2026-03-16\|12.92\|3.94\|12.62\|13.57\|12.59\|662884;2026-03-17\|12.20\|-5.57\|12.64\|12.97\|12.17\|462452;2026-03-18\|11.90\|-2.46\|12.07\|12.19\|11.84\|314496;2026-03-19\|11.29\|-5.13\|11.83\|11.85\|11.20\|316223;2026-03-20\|10.89\|-3.54\|11.32\|11.40\|10.86\|258930;2026-03-23\|10.24\|-5.97\|10.68\|10.77\|10.10\|313615;2026-03-24\|10.37\|1.27\|10.40\|10.50\|9.92\|198378;2026-03-25\|10.60\|2.22\|10.43\|10.75\|10.37\|181279;2026-03-26\|10.50\|-0.94\|10.62\|10.80\|10.40\|124958;2026-03-27\|10.67\|1.62\|10.33\|10.82\|10.33\|147829;2026-03-30\|10.72\|0.47\|10.49\|10.74\|10.45\|153002;2026-03-31\|10.47\|-2.33\|10.71\|10.79\|10.44\|147271;2026-04-01\|10.57\|0.96\|10.70\|10.77\|10.52\|143199;2026-04-02\|10.36\|-1.99\|10.53\|10.57\|10.23\|130749;2026-04-03\|10.02\|-3.28\|10.36\|10.37\|9.97\|145243;2026-04-07\|10.39\|3.69\|10.04\|10.44\|10.03\|131366;2026-04-08\|10.68\|2.79\|10.65\|10.73\|10.47\|168329;2026-04-09\|10.65\|-0.28\|10.57\|10.76\|10.51\|151582;2026-04-10\|10.68\|0.28\|10.66\|10.82\|10.63\|119945;2026-04-13\|10.82\|1.31\|10.68\|10.94\|10.65\|209152;2026-04-14\|10.51\|-2.87\|10.82\|10.85\|10.38\|302232;2026-04-15\|10.06\|-4.28\|10.53\|10.58\|10.02\|296504;2026-04-16\|10.10\|0.40\|10.03\|10.19\|9.98\|196740;2026-04-17\|10.30\|1.98\|10.10\|10.38\|10.00\|281798;2026-04-20\|10.46\|1.55\|10.30\|10.63\|10.21\|226054;2026-04-21\|10.54\|0.76\|10.46\|10.73\|10.40\|197524;2026-04-22\|10.87\|3.13\|10.47\|10.95\|10.45\|304356;2026-04-23\|10.89\|0.18\|10.88\|11.15\|10.81\|259338;2026-04-24\|10.70\|-1.74\|10.84\|10.88\|10.60\|213082;2026-04-27\|10.85\|1.40\|10.69\|10.93\|10.47\|230651;2026-04-28\|10.86\|0.09\|10.83\|10.98\|10.56\|215392;2026-04-29\|10.95\|0.83\|10.75\|10.99\|10.69\|180840;2026-04-30\|11.34\|3.56\|11.12\|11.76\|11.12\|428773;2026-05-06\|11.57\|2.03\|11.36\|11.75\|11.30\|321615;2026-05-07\|11.52\|-0.43\|11.77\|11.83\|11.41\|229970;2026-05-08\|11.63\|0.95\|11.48\|11.86\|11.40\|243901;2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351
116691	MPO、FAU、CPO等行业新技术受关注	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-03-03\|110.41\|-2.93\|115.00\|116.48\|110.10\|386616;2026-03-04\|109.19\|-1.10\|107.26\|112.88\|106.68\|209686;2026-03-05\|113.18\|3.65\|111.64\|117.82\|109.33\|315662;2026-03-06\|114.78\|1.41\|111.86\|117.48\|108.57\|341765;2026-03-09\|111.27\|-3.06\|110.08\|112.00\|103.50\|309456;2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983
116690	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-03-03\|64.80\|-6.43\|69.33\|69.73\|64.46\|229120;2026-03-04\|68.52\|5.74\|64.00\|71.28\|63.51\|282807;2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879
116689	MPO、FAU、CPO等行业新技术受关注	光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	1、公司重点布局2万吨光纤级高纯四氯化硅和5000吨电子级正硅酸乙酯项目，以满足AI算力及半导体产业需求，具备高纯硅烷产品的生产工艺技术，能较快实现量产落地； 2、国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-03-03\|9.97\|4.95\|9.50\|10.37\|9.30\|868405;2026-03-04\|10.40\|4.31\|9.66\|10.79\|9.66\|668787;2026-03-05\|10.21\|-1.83\|10.46\|10.47\|9.91\|431558;2026-03-06\|10.92\|6.95\|10.30\|10.98\|10.15\|543481;2026-03-09\|10.05\|-7.97\|10.57\|10.59\|9.95\|597376;2026-03-10\|10.54\|4.88\|10.19\|10.73\|10.08\|477061;2026-03-11\|10.36\|-1.71\|10.71\|10.75\|10.30\|377754;2026-03-12\|10.50\|1.35\|10.40\|10.66\|10.02\|405589;2026-03-13\|9.81\|-6.57\|10.45\|10.45\|9.81\|505963;2026-03-16\|10.79\|9.99\|9.82\|10.79\|9.82\|544085;2026-03-17\|10.65\|-1.30\|11.00\|11.20\|10.57\|615792;2026-03-18\|10.80\|1.41\|10.60\|11.01\|10.50\|369215;2026-03-19\|10.59\|-1.94\|10.73\|10.99\|10.41\|404920;2026-03-20\|10.25\|-3.21\|10.51\|10.97\|10.20\|297963;2026-03-23\|9.26\|-9.66\|10.20\|10.20\|9.23\|456330;2026-03-24\|10.19\|10.04\|9.49\|10.19\|8.76\|662898;2026-03-25\|11.21\|10.01\|10.69\|11.21\|10.48\|282269;2026-03-26\|11.37\|1.43\|11.68\|12.00\|11.22\|803975;2026-03-27\|11.56\|1.67\|11.60\|11.75\|10.96\|493652;2026-03-30\|11.34\|-1.90\|11.41\|11.58\|11.07\|326820;2026-03-31\|10.84\|-4.41\|11.49\|11.60\|10.78\|325295;2026-04-01\|11.53\|6.37\|11.18\|11.84\|11.00\|435160;2026-04-02\|11.00\|-4.60\|11.31\|11.68\|10.86\|255938;2026-04-03\|10.63\|-3.36\|11.07\|11.07\|10.56\|245186;2026-04-07\|10.96\|3.10\|10.63\|11.32\|10.50\|268782;2026-04-08\|11.64\|6.20\|11.19\|11.66\|10.96\|333926;2026-04-09\|12.07\|3.69\|11.58\|12.53\|11.36\|456192;2026-04-10\|12.30\|1.91\|12.10\|12.51\|12.05\|360605;2026-04-13\|12.23\|-0.57\|12.28\|12.35\|11.98\|260261;2026-04-14\|12.19\|-0.33\|12.25\|12.65\|12.14\|239846;2026-04-15\|13.41\|10.01\|12.20\|13.41\|12.08\|416025;2026-04-16\|14.00\|4.40\|13.74\|14.34\|13.18\|577648;2026-04-17\|13.45\|-3.93\|13.97\|14.42\|12.80\|562250;2026-04-20\|13.46\|0.07\|13.60\|13.99\|13.20\|420025;2026-04-21\|13.96\|3.71\|13.05\|14.10\|12.75\|461019;2026-04-22\|14.24\|2.01\|13.85\|14.57\|13.43\|377752;2026-04-23\|13.51\|-5.13\|14.24\|14.44\|13.41\|352532;2026-04-24\|13.47\|-0.30\|13.92\|13.93\|13.11\|261814;2026-04-27\|13.19\|-2.08\|13.29\|13.51\|12.66\|305836;2026-04-28\|13.00\|-1.44\|13.20\|13.38\|12.85\|235802;2026-04-29\|12.94\|-0.46\|12.77\|13.37\|12.77\|244474;2026-04-30\|13.34\|3.09\|12.82\|13.78\|12.70\|329692;2026-05-06\|13.54\|1.50\|13.42\|13.80\|13.18\|257703;2026-05-07\|13.43\|-0.81\|13.59\|13.79\|13.38\|218397;2026-05-08\|13.20\|-1.71\|13.29\|13.43\|12.99\|240921;2026-05-11\|12.13\|-8.11\|13.19\|13.19\|11.89\|586258;2026-05-12\|12.09\|-0.33\|12.24\|12.55\|12.00\|296193;2026-05-13\|11.10\|-8.19\|12.19\|12.19\|10.92\|678274;2026-05-14\|12.21\|10.00\|11.40\|12.21\|11.40\|334433;2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822
116688	MPO、FAU、CPO等行业新技术受关注	CPO+光芯片+碳化硅+化合物半导体行业原因： 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17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-03-03\|14.70\|-9.59\|16.26\|16.44\|14.65\|2107863;2026-03-04\|14.66\|-0.27\|14.50\|15.02\|14.38\|837022;2026-03-05\|16.13\|10.03\|15.98\|16.13\|15.97\|794490;2026-03-06\|16.97\|5.21\|17.08\|17.30\|16.33\|4818498;2026-03-09\|16.38\|-3.48\|16.32\|16.55\|15.71\|2627945;2026-03-10\|16.11\|-1.65\|16.50\|16.50\|15.90\|1903158;2026-03-11\|17.04\|5.77\|16.15\|17.42\|16.05\|3272110;2026-03-12\|18.74\|9.98\|17.05\|18.74\|17.00\|4354188;2026-03-13\|18.14\|-3.20\|18.39\|18.77\|18.08\|3405816;2026-03-16\|17.80\|-1.87\|17.98\|18.16\|17.50\|2023531;2026-03-17\|16.56\|-6.97\|18.17\|18.20\|16.50\|2839752;2026-03-18\|16.87\|1.87\|16.62\|17.07\|16.48\|1852911;2026-03-19\|16.60\|-1.60\|16.41\|16.98\|16.10\|1598944;2026-03-20\|16.54\|-0.36\|16.88\|17.66\|16.54\|2347441;2026-03-23\|14.89\|-9.98\|14.89\|14.89\|14.89\|292517;2026-03-24\|13.85\|-6.98\|14.00\|14.29\|13.40\|4686111;2026-03-25\|13.96\|0.79\|13.63\|14.31\|13.62\|3251098;2026-03-26\|12.91\|-7.52\|13.95\|14.01\|12.84\|3186366;2026-03-27\|12.56\|-2.71\|12.51\|12.72\|12.16\|2259859;2026-03-30\|12.17\|-3.11\|11.93\|12.30\|11.45\|2974186;2026-03-31\|11.67\|-4.11\|12.17\|12.28\|11.63\|1947158;2026-04-01\|11.85\|1.54\|11.89\|12.02\|11.71\|1495764;2026-04-02\|11.40\|-3.80\|11.81\|11.97\|11.33\|1462947;2026-04-03\|11.65\|2.19\|11.50\|12.08\|11.43\|2284225;2026-04-07\|12.02\|3.18\|11.73\|12.34\|11.72\|2047676;2026-04-08\|12.41\|3.24\|12.30\|12.42\|12.05\|2212431;2026-04-09\|11.84\|-4.59\|11.70\|12.07\|11.35\|3242583;2026-04-10\|11.94\|0.84\|11.85\|12.25\|11.71\|2858592;2026-04-13\|12.45\|4.27\|11.90\|12.59\|11.85\|3005111;2026-04-14\|12.22\|-1.85\|12.30\|12.59\|12.10\|2563599;2026-04-15\|12.14\|-0.65\|12.36\|12.47\|12.08\|1970308;2026-04-16\|12.13\|-0.08\|12.09\|12.14\|11.90\|1464875;2026-04-17\|13.34\|9.98\|12.13\|13.34\|12.09\|4289269;2026-04-20\|13.65\|2.32\|13.50\|13.92\|13.34\|4371502;2026-04-21\|13.58\|-0.51\|13.64\|14.11\|13.36\|2723476;2026-04-22\|14.94\|10.01\|13.59\|14.94\|13.59\|2138560;2026-04-23\|15.51\|3.82\|15.90\|16.06\|15.19\|5422642;2026-04-24\|15.11\|-2.58\|15.35\|15.94\|15.00\|3553455;2026-04-27\|14.73\|-2.51\|14.98\|15.46\|14.54\|2994202;2026-04-28\|13.99\|-5.02\|14.52\|14.68\|13.92\|2373756;2026-04-29\|13.94\|-0.36\|13.80\|14.27\|13.79\|1762558;2026-04-30\|13.67\|-1.94\|13.97\|14.05\|13.58\|1630497;2026-05-06\|14.68\|7.39\|14.06\|15.04\|14.06\|3291835;2026-05-07\|15.14\|3.13\|14.68\|15.25\|14.61\|3020065;2026-05-08\|15.28\|0.92\|14.95\|15.45\|14.77\|2455606;2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107
116687	MPO、FAU、CPO等行业新技术受关注	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-03\|12.23\|9.98\|11.61\|12.23\|11.30\|3136136;2026-03-04\|12.65\|3.43\|11.01\|13.19\|11.01\|3169809;2026-03-05\|12.20\|-3.56\|12.80\|12.91\|11.81\|2377988;2026-03-06\|11.46\|-6.07\|11.80\|12.06\|11.26\|1701355;2026-03-09\|10.99\|-4.10\|10.92\|11.11\|10.33\|1513024;2026-03-10\|11.90\|8.28\|11.15\|12.09\|11.00\|2295368;2026-03-11\|11.54\|-3.03\|12.11\|12.56\|11.50\|2139084;2026-03-12\|11.41\|-1.13\|11.48\|12.00\|11.21\|1572483;2026-03-13\|11.25\|-1.40\|11.36\|11.98\|11.16\|1530421;2026-03-16\|10.85\|-3.56\|11.22\|11.37\|10.55\|1082235;2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448
116686	建滔积层板再度涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-03\|67.64\|-1.18\|71.40\|72.60\|67.50\|656592;2026-03-04\|65.87\|-2.62\|66.63\|68.16\|65.10\|432008;2026-03-05\|65.98\|0.17\|67.35\|69.23\|65.18\|506862;2026-03-06\|64.00\|-3.00\|65.50\|65.99\|63.28\|394547;2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013
116685	建滔积层板再度涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-03-03\|80.86\|-4.83\|85.88\|86.75\|80.85\|165213;2026-03-04\|80.34\|-0.64\|79.00\|82.27\|79.00\|100434;2026-03-05\|81.00\|0.82\|82.05\|83.50\|80.21\|105336;2026-03-06\|79.62\|-1.70\|80.30\|81.10\|78.69\|83624;2026-03-09\|77.19\|-3.05\|77.27\|77.69\|73.99\|122355;2026-03-10\|81.05\|5.00\|79.48\|81.38\|79.48\|111898;2026-03-11\|80.30\|-0.93\|81.01\|82.30\|79.88\|87507;2026-03-12\|78.84\|-1.82\|79.73\|81.98\|77.70\|98488;2026-03-13\|80.74\|2.41\|77.80\|82.88\|77.72\|142258;2026-03-16\|81.41\|0.83\|81.00\|81.75\|78.80\|106859;2026-03-17\|77.55\|-4.74\|82.33\|82.99\|77.55\|110193;2026-03-18\|79.93\|3.07\|78.56\|80.47\|77.60\|97435;2026-03-19\|80.99\|1.33\|78.10\|83.23\|77.94\|152174;2026-03-20\|82.60\|1.99\|81.50\|84.97\|81.41\|199730;2026-03-23\|81.10\|-1.82\|79.30\|83.95\|78.11\|161199;2026-03-24\|87.10\|7.40\|82.80\|87.87\|81.30\|254546;2026-03-25\|86.80\|-0.34\|86.00\|88.01\|85.00\|211142;2026-03-26\|82.56\|-4.88\|85.95\|85.95\|82.20\|152470;2026-03-27\|80.68\|-2.28\|80.00\|82.42\|79.21\|107280;2026-03-30\|84.61\|4.87\|79.42\|85.73\|79.20\|168218;2026-03-31\|83.66\|-1.12\|84.35\|87.80\|83.50\|126155;2026-04-01\|84.51\|1.02\|86.18\|87.11\|83.65\|125238;2026-04-02\|81.26\|-3.85\|83.65\|83.97\|80.73\|124825;2026-04-03\|82.59\|1.64\|82.37\|84.36\|81.31\|114106;2026-04-07\|80.94\|-2.00\|82.41\|83.50\|80.60\|104621;2026-04-08\|90.58\|11.91\|84.28\|91.00\|83.78\|301048;2026-04-09\|88.99\|-1.76\|89.00\|90.80\|88.56\|175317;2026-04-10\|95.30\|7.09\|92.99\|98.48\|92.99\|330154;2026-04-13\|106.03\|11.26\|93.99\|107.58\|93.99\|384880;2026-04-14\|110.15\|3.89\|106.66\|111.42\|102.31\|343518;2026-04-15\|104.44\|-5.18\|109.45\|109.95\|103.02\|249804;2026-04-16\|105.30\|0.82\|104.43\|107.76\|102.81\|189800;2026-04-17\|110.38\|4.82\|104.73\|111.97\|104.69\|233437;2026-04-20\|108.49\|-1.71\|110.38\|111.01\|106.80\|199524;2026-04-21\|112.95\|4.11\|107.19\|113.50\|106.56\|220543;2026-04-22\|116.20\|2.88\|113.00\|117.67\|111.92\|206636;2026-04-23\|113.60\|-2.24\|116.10\|117.98\|111.59\|175687;2026-04-24\|110.22\|-2.98\|113.45\|118.49\|108.58\|198360;2026-04-27\|120.70\|9.51\|112.50\|122.59\|112.50\|255954;2026-04-28\|115.90\|-3.98\|120.00\|120.10\|114.00\|165999;2026-04-29\|114.17\|-1.49\|115.90\|119.38\|113.52\|204653;2026-04-30\|109.60\|-4.00\|116.00\|116.00\|108.04\|258102;2026-05-06\|107.45\|-1.96\|111.98\|112.00\|106.49\|309799;2026-05-07\|107.96\|0.47\|107.77\|108.66\|104.96\|318272;2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|19559290
116684	建滔积层板再度涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-03-03\|43.47\|-5.54\|46.01\|47.97\|43.43\|90292;2026-03-04\|43.24\|-0.53\|43.00\|44.67\|42.66\|53816;2026-03-05\|43.27\|0.07\|44.20\|44.60\|42.69\|69054;2026-03-06\|49.63\|14.70\|43.00\|50.35\|43.00\|226506;2026-03-09\|48.25\|-2.78\|47.90\|48.60\|45.97\|132084;2026-03-10\|48.00\|-0.52\|48.40\|49.21\|47.60\|116856;2026-03-11\|54.88\|14.33\|48.96\|57.60\|48.96\|351024;2026-03-12\|52.53\|-4.28\|54.72\|54.96\|51.89\|232912;2026-03-13\|51.05\|-2.82\|52.00\|53.28\|50.93\|180136;2026-03-16\|53.50\|4.80\|51.40\|55.50\|51.40\|211247;2026-03-17\|49.23\|-7.98\|53.02\|53.49\|49.13\|163851;2026-03-18\|49.58\|0.71\|49.98\|50.38\|48.39\|96484;2026-03-19\|47.35\|-4.50\|48.65\|49.54\|47.15\|93048;2026-03-20\|47.45\|0.21\|47.84\|50.13\|47.40\|120830;2026-03-23\|45.20\|-4.74\|46.47\|47.93\|44.58\|113267;2026-03-24\|46.68\|3.27\|46.51\|46.88\|43.17\|109003;2026-03-25\|48.99\|4.95\|46.39\|49.45\|45.28\|141832;2026-03-26\|52.71\|7.59\|48.27\|55.48\|48.20\|214157;2026-03-27\|56.93\|8.01\|52.18\|57.88\|50.91\|225353;2026-03-30\|57.87\|1.65\|56.30\|58.65\|55.00\|176228;2026-03-31\|55.93\|-3.35\|57.59\|57.98\|55.03\|109900;2026-04-01\|56.40\|0.84\|56.71\|57.20\|55.00\|98277;2026-04-02\|54.66\|-3.09\|56.20\|57.00\|54.31\|70865;2026-04-03\|54.41\|-0.46\|55.15\|57.98\|54.00\|76934;2026-04-07\|55.82\|2.59\|54.99\|59.00\|54.68\|120416;2026-04-08\|56.94\|2.01\|56.47\|57.57\|54.00\|141701;2026-04-09\|57.32\|0.67\|55.82\|57.98\|55.36\|121829;2026-04-10\|57.73\|0.72\|57.08\|59.86\|56.41\|156013;2026-04-13\|58.36\|1.09\|55.45\|59.50\|55.00\|157826;2026-04-14\|58.87\|0.87\|58.29\|59.65\|56.00\|147667;2026-04-15\|61.82\|5.01\|58.80\|63.00\|58.00\|194904;2026-04-16\|60.91\|-1.47\|60.48\|63.78\|58.83\|165511;2026-04-17\|61.15\|0.39\|59.69\|63.16\|59.22\|151521;2026-04-20\|63.46\|3.78\|60.89\|63.46\|60.16\|137605;2026-04-21\|67.89\|6.98\|62.88\|71.50\|60.77\|198833;2026-04-22\|65.04\|-4.20\|67.59\|70.95\|64.43\|204032;2026-04-23\|56.33\|-13.39\|64.00\|64.11\|55.53\|228238;2026-04-24\|60.61\|7.60\|55.11\|61.16\|54.38\|196405;2026-04-27\|62.11\|2.47\|59.79\|63.94\|58.66\|138368;2026-04-28\|63.66\|2.50\|63.00\|66.16\|59.15\|187632;2026-04-29\|65.97\|3.63\|62.73\|67.20\|61.83\|201530;2026-04-30\|68.52\|3.87\|65.00\|70.27\|64.28\|187435;2026-05-06\|75.20\|9.75\|71.60\|78.15\|68.38\|204369;2026-05-07\|71.64\|-4.73\|74.00\|74.00\|71.00\|176788;2026-05-08\|70.00\|-2.29\|70.10\|73.50\|69.80\|124123;2026-05-11\|72.70\|3.86\|70.10\|73.05\|68.19\|148584;2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364
116683	建滔积层板再度涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-03-03\|12.81\|-7.71\|14.15\|14.33\|12.68\|1949942;2026-03-04\|13.07\|2.03\|12.63\|13.32\|12.60\|1433328;2026-03-05\|12.96\|-0.84\|13.40\|13.48\|12.81\|1677348;2026-03-06\|12.54\|-3.24\|12.87\|12.99\|12.44\|1400437;2026-03-09\|12.51\|-0.24\|12.23\|12.60\|11.90\|1423866;2026-03-10\|12.99\|3.84\|12.70\|13.31\|12.65\|2709505;2026-03-11\|12.60\|-3.00\|13.20\|13.40\|12.55\|1819658;2026-03-12\|12.22\|-3.02\|12.42\|12.98\|12.08\|1545012;2026-03-13\|12.06\|-1.31\|12.13\|12.35\|11.75\|1554263;2026-03-16\|12.14\|0.66\|12.23\|12.25\|11.55\|1240084;2026-03-17\|11.36\|-6.42\|12.06\|12.15\|11.32\|1142646;2026-03-18\|11.80\|3.87\|11.57\|11.85\|11.39\|848110;2026-03-19\|11.29\|-4.32\|11.52\|11.68\|11.22\|753466;2026-03-20\|10.95\|-3.01\|11.49\|11.55\|10.88\|773818;2026-03-23\|10.25\|-6.39\|10.61\|10.78\|10.16\|905239;2026-03-24\|10.80\|5.37\|10.54\|10.81\|10.25\|787749;2026-03-25\|11.12\|2.96\|11.44\|11.89\|10.99\|1376702;2026-03-26\|10.94\|-1.62\|11.07\|11.32\|10.85\|710605;2026-03-27\|11.00\|0.55\|10.74\|11.18\|10.60\|629480;2026-03-30\|11.68\|6.18\|10.80\|11.95\|10.80\|1760978;2026-03-31\|11.28\|-3.42\|11.54\|11.67\|11.22\|1005727;2026-04-01\|11.83\|4.88\|12.38\|12.80\|11.68\|2103227;2026-04-02\|11.33\|-4.23\|11.59\|11.73\|11.23\|1138234;2026-04-03\|11.06\|-2.38\|11.40\|11.63\|11.00\|1001139;2026-04-07\|11.45\|3.53\|11.28\|11.91\|11.27\|1318913;2026-04-08\|12.30\|7.42\|12.17\|12.31\|11.77\|1568977;2026-04-09\|12.52\|1.79\|12.09\|12.78\|11.99\|1719215;2026-04-10\|12.78\|2.08\|12.85\|13.74\|12.78\|2495542;2026-04-13\|14.83\|16.04\|12.67\|15.15\|12.67\|3218202;2026-04-14\|14.86\|0.20\|14.10\|15.28\|14.10\|2954479;2026-04-15\|14.26\|-4.04\|14.63\|15.28\|14.20\|2037204;2026-04-16\|14.38\|0.84\|14.40\|14.58\|13.85\|1804011;2026-04-17\|14.00\|-2.64\|14.00\|14.55\|13.90\|1806774;2026-04-20\|13.87\|-0.93\|13.93\|14.29\|13.68\|1356455;2026-04-21\|14.03\|1.15\|13.88\|14.15\|13.66\|1579716;2026-04-22\|13.99\|-0.29\|13.84\|14.25\|13.53\|1421097;2026-04-23\|14.99\|7.15\|14.91\|15.48\|14.54\|2931866;2026-04-24\|14.74\|-1.67\|14.59\|15.30\|14.20\|1944200;2026-04-27\|15.43\|4.68\|14.72\|15.98\|14.71\|2127065;2026-04-28\|15.92\|3.18\|15.00\|16.80\|14.54\|2805042;2026-04-29\|17.04\|7.04\|15.60\|17.37\|15.30\|2685252;2026-04-30\|16.08\|-5.63\|16.80\|17.10\|15.72\|2221739;2026-05-06\|18.97\|17.97\|16.52\|19.28\|16.52\|2595082;2026-05-07\|19.20\|1.21\|18.88\|19.64\|18.50\|1915872;2026-05-08\|18.60\|-3.12\|18.84\|19.30\|18.31\|1632147;2026-05-11\|18.41\|-1.02\|18.90\|19.27\|17.60\|1732519;2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192
116682	建滔积层板再度涨价	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-03-03\|20.10\|-5.63\|21.01\|21.19\|20.00\|109429;2026-03-04\|19.51\|-2.94\|19.37\|20.04\|19.37\|88182;2026-03-05\|19.46\|-0.26\|19.96\|20.40\|19.23\|58685;2026-03-06\|19.62\|0.82\|19.44\|19.97\|19.22\|49294;2026-03-09\|19.52\|-0.51\|19.38\|19.65\|18.80\|64221;2026-03-10\|19.76\|1.23\|19.63\|19.98\|19.47\|48139;2026-03-11\|19.44\|-1.62\|19.82\|20.28\|19.40\|47891;2026-03-12\|19.08\|-1.85\|19.37\|19.54\|18.98\|38442;2026-03-13\|18.91\|-0.89\|19.00\|19.25\|18.78\|38112;2026-03-16\|18.55\|-1.90\|18.75\|18.88\|17.92\|86502;2026-03-17\|18.15\|-2.16\|18.55\|18.66\|18.08\|67288;2026-03-18\|18.31\|0.88\|18.20\|18.32\|18.05\|39804;2026-03-19\|17.35\|-5.24\|18.00\|18.12\|17.29\|55865;2026-03-20\|16.99\|-2.07\|17.51\|17.60\|16.98\|50961;2026-03-23\|15.29\|-10.01\|16.50\|16.55\|15.29\|114678;2026-03-24\|15.73\|2.88\|15.59\|15.77\|15.19\|91596;2026-03-25\|16.23\|3.18\|16.30\|16.70\|15.90\|84938;2026-03-26\|15.75\|-2.96\|16.09\|16.37\|15.66\|48278;2026-03-27\|15.90\|0.95\|15.55\|16.04\|15.26\|42573;2026-03-30\|16.38\|3.02\|15.80\|16.39\|15.63\|64964;2026-03-31\|16.00\|-2.32\|16.40\|16.56\|15.95\|51169;2026-04-01\|16.37\|2.31\|16.36\|16.56\|16.25\|46863;2026-04-02\|16.06\|-1.89\|16.27\|16.44\|15.90\|39902;2026-04-03\|15.80\|-1.62\|16.10\|16.27\|15.77\|32501;2026-04-07\|16.55\|4.75\|15.75\|16.78\|15.75\|57013;2026-04-08\|17.52\|5.86\|17.30\|17.56\|17.08\|60407;2026-04-09\|17.68\|0.91\|17.30\|17.87\|17.16\|59687;2026-04-10\|18.42\|4.19\|18.19\|18.99\|18.05\|88575;2026-04-13\|19.28\|4.67\|18.31\|19.40\|18.09\|113953;2026-04-14\|19.06\|-1.14\|20.40\|20.50\|18.92\|288361;2026-04-15\|20.36\|6.82\|19.78\|20.97\|19.63\|377993;2026-04-16\|21.52\|5.70\|20.16\|21.66\|19.90\|341269;2026-04-17\|21.11\|-1.91\|21.40\|21.60\|20.55\|213203;2026-04-20\|20.76\|-1.66\|20.72\|21.20\|20.51\|154432;2026-04-21\|21.91\|5.54\|20.41\|22.50\|20.41\|215553;2026-04-22\|22.02\|0.50\|21.88\|22.40\|21.69\|121073;2026-04-23\|21.51\|-2.32\|22.00\|22.08\|21.33\|101700;2026-04-24\|20.90\|-2.84\|21.28\|21.35\|20.71\|89159;2026-04-27\|21.52\|2.97\|20.90\|21.96\|20.90\|164185;2026-04-28\|21.98\|2.14\|21.50\|22.68\|21.30\|200347;2026-04-29\|22.42\|2.00\|21.98\|22.85\|21.70\|144332;2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213
116681	建滔积层板再度涨价	PCB签单高增+光模块PCBA量产行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月22日互动易，今年以来公司整体签单同比增长超过70%，PCB销售增长超过120%；随着珠海板厂及天津PCBA工厂跨过月度盈亏平衡点开始贡献利润，公司利润将逐渐修复并快速增长。 2、据2026年6月23日投资者关系活动记录表，公司光模块PCBA业务已进入量产阶段，珠海PCBA工厂设有数条专门产线为国内某光模块头部企业提供生产服务，该客户今年签单金额已进入公司前三大客户范围。 3、据2026年6月23日投资者关系活动记录表，公司前十大签单客户逐渐向AI、机器人等领域靠拢；公司已形成涵盖PCB设计、SI/PI仿真、PCB制板、PCBA焊接组装等一站式硬件创新服务平台。	公司光模块PCBA业务已进入量产阶段，PCB生产预计年底具备量产能力，跟英伟达、英特尔有合作	2026-03-03\|34.39\|-5.81\|36.58\|36.80\|34.39\|38825;2026-03-04\|33.68\|-2.06\|34.45\|34.75\|33.50\|29097;2026-03-05\|34.28\|1.78\|34.40\|34.95\|34.03\|20256;2026-03-06\|34.70\|1.23\|34.06\|34.85\|33.95\|19131;2026-03-09\|34.13\|-1.64\|34.12\|34.40\|33.12\|28618;2026-03-10\|35.48\|3.96\|34.77\|35.64\|34.50\|30581;2026-03-11\|35.09\|-1.10\|35.53\|36.13\|34.93\|28017;2026-03-12\|34.11\|-2.79\|35.04\|35.39\|33.69\|31570;2026-03-13\|33.48\|-1.85\|33.94\|34.10\|33.42\|17437;2026-03-16\|34.36\|2.63\|33.42\|34.38\|32.94\|21637;2026-03-17\|33.23\|-3.29\|34.38\|34.57\|33.18\|21624;2026-03-18\|34.54\|3.94\|33.59\|34.55\|33.26\|28738;2026-03-19\|33.30\|-3.59\|33.86\|34.25\|33.19\|21433;2026-03-20\|32.50\|-2.40\|33.92\|33.94\|32.50\|25546;2026-03-23\|30.01\|-7.66\|31.90\|32.16\|29.84\|31320;2026-03-24\|30.92\|3.03\|30.90\|30.98\|29.83\|20275;2026-03-25\|31.13\|0.68\|30.91\|31.70\|30.80\|17596;2026-03-26\|30.69\|-1.41\|31.35\|31.58\|30.50\|14711;2026-03-27\|30.85\|0.52\|30.25\|31.13\|30.13\|11266;2026-03-30\|30.98\|0.42\|30.31\|30.98\|30.23\|12957;2026-03-31\|30.48\|-1.61\|30.77\|31.33\|30.41\|13170;2026-04-01\|31.35\|2.85\|31.21\|31.78\|31.08\|16317;2026-04-02\|30.38\|-3.09\|31.12\|31.30\|30.18\|14722;2026-04-03\|30.17\|-0.69\|30.38\|30.75\|29.93\|12374;2026-04-07\|30.41\|0.80\|30.17\|30.66\|30.10\|10126;2026-04-08\|32.09\|5.52\|31.02\|32.12\|31.02\|23453;2026-04-09\|31.94\|-0.47\|31.78\|32.35\|31.78\|14391;2026-04-10\|32.77\|2.60\|32.11\|33.33\|32.11\|27552;2026-04-13\|33.10\|1.01\|32.74\|33.20\|32.50\|14835;2026-04-14\|33.91\|2.45\|33.31\|34.08\|33.11\|23712;2026-04-15\|33.58\|-0.97\|33.90\|34.39\|33.50\|21725;2026-04-16\|34.45\|2.59\|34.58\|34.80\|33.80\|31592;2026-04-17\|35.97\|4.41\|34.30\|36.50\|34.26\|53352;2026-04-20\|36.20\|0.64\|35.99\|36.36\|35.75\|32915;2026-04-21\|37.90\|4.70\|36.08\|39.44\|35.96\|89822;2026-04-22\|37.93\|0.08\|37.56\|38.55\|37.32\|48639;2026-04-23\|37.43\|-1.32\|37.95\|38.50\|37.28\|39797;2026-04-24\|36.90\|-1.42\|37.27\|37.80\|36.88\|28517;2026-04-27\|38.14\|3.36\|36.86\|38.50\|36.85\|48223;2026-04-28\|37.70\|-1.15\|37.98\|38.39\|37.20\|34584;2026-04-29\|38.23\|1.41\|37.70\|38.40\|37.30\|32800;2026-04-30\|38.35\|0.31\|38.23\|38.80\|38.07\|27320;2026-05-06\|40.89\|6.62\|39.02\|41.70\|38.67\|98163;2026-05-07\|41.91\|2.49\|41.11\|42.19\|40.41\|63573;2026-05-08\|42.35\|1.05\|41.35\|42.85\|41.29\|46209;2026-05-11\|42.38\|0.07\|42.87\|43.57\|42.15\|52419;2026-05-12\|41.38\|-2.36\|42.36\|42.71\|41.00\|42125;2026-05-13\|41.89\|1.23\|41.20\|42.13\|41.01\|42913;2026-05-14\|40.61\|-3.06\|42.30\|42.30\|40.61\|31303;2026-05-15\|40.60\|-0.02\|40.64\|41.42\|40.08\|34804;2026-05-18\|40.01\|-1.45\|40.59\|40.95\|39.70\|36347;2026-05-19\|39.66\|-0.87\|39.92\|40.50\|39.06\|32513;2026-05-20\|40.00\|0.86\|39.47\|41.32\|39.43\|36271;2026-05-21\|41.21\|3.02\|40.80\|45.13\|40.80\|110851;2026-05-22\|43.19\|4.80\|42.21\|43.48\|41.31\|117694;2026-05-25\|46.76\|8.27\|43.94\|47.30\|43.94\|162946;2026-05-26\|48.07\|2.80\|46.92\|48.86\|45.26\|165879;2026-05-27\|47.38\|-1.44\|48.80\|51.01\|46.63\|148012;2026-05-28\|46.23\|-2.43\|46.58\|48.33\|45.27\|131321;2026-05-29\|43.41\|-6.10\|46.00\|46.77\|43.15\|103172;2026-06-01\|42.36\|-2.42\|42.78\|44.58\|42.22\|72292;2026-06-02\|45.13\|6.54\|42.20\|46.88\|41.30\|113044;2026-06-03\|54.16\|20.01\|54.16\|54.16\|52.81\|96935;2026-06-04\|50.30\|-7.13\|53.99\|56.66\|49.38\|323306;2026-06-05\|48.41\|-3.76\|50.30\|51.70\|48.06\|204163;2026-06-08\|45.05\|-6.94\|45.00\|46.66\|44.26\|140034;2026-06-09\|47.03\|4.40\|45.79\|47.74\|44.88\|140707;2026-06-10\|45.86\|-2.49\|45.78\|47.90\|45.38\|107200;2026-06-11\|45.63\|-0.50\|45.50\|46.60\|44.00\|100112;2026-06-12\|45.44\|-0.42\|46.52\|48.18\|45.04\|115810;2026-06-15\|48.92\|7.66\|46.75\|48.95\|46.10\|136679;2026-06-16\|48.50\|-0.86\|48.39\|49.00\|47.22\|131781;2026-06-17\|58.20\|20.00\|51.66\|58.20\|51.21\|236963;2026-06-18\|55.82\|-4.09\|57.00\|57.51\|54.94\|235994;2026-06-22\|55.04\|-1.40\|55.89\|57.08\|54.20\|175142;2026-06-23\|52.37\|-4.85\|54.30\|54.60\|51.86\|119403;2026-06-24\|62.84\|19.99\|53.30\|62.84\|53.30\|309347;2026-06-25\|61.40\|-2.29\|62.67\|64.46\|60.10\|231207;2026-06-26\|62.44\|1.69\|62.60\|64.99\|60.47\|183496;2026-06-29\|60.46\|-3.17\|63.06\|64.49\|58.01\|163343;2026-06-30\|61.17\|1.34\|60.21\|63.00\|59.15\|157177;2026-07-01\|62.71\|2.52\|60.87\|63.80\|59.36\|164044;2026-07-02\|55.47\|-11.55\|59.15\|59.70\|54.87\|154232;2026-07-03\|57.11\|2.96\|55.68\|57.38\|54.05\|124013;2026-07-06\|56.10\|-1.77\|58.73\|59.20\|54.74\|100025;2026-07-07\|57.98\|3.35\|56.13\|60.58\|55.80\|113386;2026-07-08\|53.77\|-7.26\|56.00\|57.10\|51.11\|131183;2026-07-09\|55.48\|3.18\|53.68\|55.50\|51.47\|104263;2026-07-10\|51.63\|-6.94\|55.18\|56.50\|51.62\|103420
116680	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166
116679	建滔积层板再度涨价	PCB+高多层HDI+拟15.57亿投建+人形机器人行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月23日公告，公司拟投资15.57亿元建设年产60万平米高多层、HDI线路板项目，以抓住全球科技产业供应链重构机遇，加大高端产品布局，提升市场占有率。 2、据2026年4月28日年报，公司已成功推进人形机器人、服务器、AI、光模块等领域PCB开发，其中已成功导入国内头部人形机器人客户并开始批量供货。 3、据2026年4月28日年报，公司主营业务为印制电路板PCB的研发、生产及销售，产品包括刚性电路板、柔性电路板、刚柔结合板、HDI和PCBA，拥有1-108层线路板研制能力。	公司已成功推进人形机器人、服务器、AI、光模块等领域PCB开发，其中已成功导入国内头部人形机器人客户并开始批量供货	2026-03-03\|14.07\|-6.39\|15.00\|15.15\|14.05\|123216;2026-03-04\|14.01\|-0.43\|13.75\|14.25\|13.70\|68845;2026-03-05\|14.38\|2.64\|14.20\|14.58\|14.20\|74255;2026-03-06\|14.69\|2.16\|14.30\|14.87\|14.16\|84760;2026-03-09\|14.28\|-2.79\|14.68\|14.72\|13.96\|87252;2026-03-10\|14.98\|4.90\|14.45\|15.00\|14.37\|107804;2026-03-11\|14.82\|-1.07\|15.00\|15.25\|14.80\|81856;2026-03-12\|14.36\|-3.10\|14.71\|14.89\|14.28\|77262;2026-03-13\|14.11\|-1.74\|14.24\|14.43\|14.10\|60886;2026-03-16\|14.86\|5.32\|14.03\|14.86\|13.93\|108632;2026-03-17\|14.02\|-5.65\|14.86\|14.86\|13.99\|107131;2026-03-18\|14.52\|3.57\|14.03\|14.57\|14.03\|96638;2026-03-19\|13.95\|-3.93\|14.36\|14.36\|13.88\|90025;2026-03-20\|13.48\|-3.37\|14.05\|14.20\|13.45\|80580;2026-03-23\|12.56\|-6.82\|13.15\|13.28\|12.40\|91493;2026-03-24\|12.99\|3.42\|12.89\|12.99\|12.50\|80550;2026-03-25\|13.35\|2.77\|12.99\|13.41\|12.98\|67206;2026-03-26\|13.03\|-2.40\|13.27\|13.45\|12.98\|55621;2026-03-27\|13.21\|1.38\|12.80\|13.22\|12.76\|42973;2026-03-30\|13.35\|1.06\|13.00\|13.39\|12.93\|41702;2026-03-31\|13.13\|-1.65\|13.36\|13.48\|13.08\|33842;2026-04-01\|13.49\|2.74\|13.36\|13.62\|13.36\|56927;2026-04-02\|13.15\|-2.52\|13.36\|13.54\|13.05\|44509;2026-04-03\|12.94\|-1.60\|13.10\|13.27\|12.90\|47790;2026-04-07\|13.16\|1.70\|12.82\|13.22\|12.82\|35566;2026-04-08\|13.90\|5.62\|13.42\|13.90\|13.33\|82412;2026-04-09\|13.96\|0.43\|13.89\|14.02\|13.73\|61396;2026-04-10\|13.95\|-0.07\|14.00\|14.11\|13.89\|52824;2026-04-13\|14.05\|0.72\|13.79\|14.07\|13.73\|40985;2026-04-14\|14.18\|0.93\|14.18\|14.33\|14.08\|52806;2026-04-15\|13.96\|-1.55\|14.14\|14.37\|13.90\|53446;2026-04-16\|14.22\|1.86\|13.96\|14.26\|13.77\|52582;2026-04-17\|14.35\|0.91\|14.17\|14.41\|14.14\|59295;2026-04-20\|14.49\|0.98\|14.35\|14.66\|14.24\|61719;2026-04-21\|14.40\|-0.62\|14.48\|14.48\|14.30\|48964;2026-04-22\|14.58\|1.25\|14.30\|14.59\|14.28\|54560;2026-04-23\|14.16\|-2.88\|14.60\|14.60\|14.00\|59965;2026-04-24\|14.03\|-0.92\|14.08\|14.26\|13.92\|46486;2026-04-27\|14.39\|2.57\|14.00\|14.45\|14.00\|56851;2026-04-28\|12.97\|-9.87\|13.50\|13.50\|12.95\|143609;2026-04-29\|13.07\|0.77\|12.79\|13.32\|12.58\|118788;2026-04-30\|13.37\|2.30\|13.05\|13.66\|12.92\|96287;2026-05-06\|14.03\|4.94\|13.41\|14.39\|13.41\|110554;2026-05-07\|14.31\|2.00\|14.04\|14.42\|13.91\|79183;2026-05-08\|14.45\|0.98\|14.33\|14.55\|14.18\|69935;2026-05-11\|15.34\|6.16\|14.43\|15.83\|14.41\|261576;2026-05-12\|16.05\|4.63\|15.25\|16.10\|15.03\|320983;2026-05-13\|15.82\|-1.43\|15.85\|16.10\|15.40\|254581;2026-05-14\|15.38\|-2.78\|15.79\|15.83\|15.19\|157139;2026-05-15\|16.92\|10.01\|15.38\|16.92\|15.34\|222474;2026-05-18\|16.53\|-2.31\|16.87\|17.00\|15.80\|393216;2026-05-19\|16.63\|0.60\|16.23\|17.25\|16.23\|298817;2026-05-20\|16.13\|-3.01\|16.63\|16.79\|16.08\|199681;2026-05-21\|15.55\|-3.60\|16.11\|16.53\|15.38\|167292;2026-05-22\|16.01\|2.96\|15.83\|16.21\|15.58\|156970;2026-05-25\|16.16\|0.94\|16.45\|16.57\|15.91\|148009;2026-05-26\|16.25\|0.56\|16.09\|16.39\|15.80\|138128;2026-05-27\|15.80\|-2.77\|16.25\|16.25\|15.62\|133110;2026-05-28\|16.03\|1.46\|15.63\|16.13\|15.55\|119463;2026-05-29\|15.61\|-2.62\|16.00\|16.45\|15.43\|135045;2026-06-01\|16.69\|6.92\|15.51\|17.15\|15.22\|273972;2026-06-02\|17.10\|2.46\|16.61\|17.68\|16.60\|305523;2026-06-03\|17.04\|-0.35\|16.75\|17.59\|16.75\|278069;2026-06-04\|17.24\|1.17\|16.96\|17.35\|16.76\|208046;2026-06-05\|17.72\|2.78\|16.89\|18.25\|16.81\|273626;2026-06-08\|17.71\|-0.06\|16.40\|18.40\|16.40\|264296;2026-06-09\|17.84\|0.73\|17.78\|17.96\|17.16\|203720;2026-06-10\|18.59\|4.20\|17.46\|19.36\|17.46\|299085;2026-06-11\|18.10\|-2.64\|18.48\|18.86\|17.70\|205150;2026-06-12\|17.23\|-4.81\|18.10\|18.66\|17.12\|274736;2026-06-15\|18.09\|4.99\|16.97\|18.18\|16.88\|184487;2026-06-16\|17.82\|-1.49\|17.99\|18.26\|17.75\|137125;2026-06-17\|18.16\|1.91\|17.52\|18.60\|17.51\|196126;2026-06-18\|17.92\|-1.32\|18.15\|18.30\|17.70\|142242;2026-06-22\|18.03\|0.61\|18.02\|18.50\|17.57\|174269;2026-06-23\|18.41\|2.11\|19.83\|19.83\|17.46\|405852;2026-06-24\|20.25\|9.99\|18.10\|20.25\|18.10\|224883;2026-06-25\|20.10\|-0.74\|20.76\|20.76\|18.90\|447532;2026-06-26\|20.78\|3.38\|19.70\|22.11\|19.45\|419755;2026-06-29\|20.01\|-3.71\|20.95\|21.88\|19.16\|352262;2026-06-30\|19.73\|-1.40\|19.14\|20.33\|18.81\|295872;2026-07-01\|19.20\|-2.69\|19.38\|20.88\|18.88\|327000;2026-07-02\|18.95\|-1.30\|18.60\|20.24\|17.83\|297185;2026-07-03\|18.66\|-1.53\|18.78\|19.65\|18.31\|182348;2026-07-06\|17.20\|-7.82\|18.50\|18.84\|17.19\|256508;2026-07-07\|16.47\|-4.24\|17.53\|17.53\|16.42\|132542;2026-07-08\|15.59\|-5.34\|16.41\|16.64\|15.48\|128702;2026-07-09\|16.05\|2.95\|15.59\|16.17\|15.13\|142795;2026-07-10\|15.31\|-4.61\|16.05\|16.38\|15.30\|156184
116678	建滔积层板再度涨价	PCB+光模块+AI服务器+英伟达概念行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月23日互动易，公司已实现3300W、4200W及5500W等规格电源PCB产品的量产与稳定交付，主要面向台达电子等头部客户；针对英伟达Rubin平台，配合客户开发的800V高功率电源PCB产品目前处于样品测试阶段。 2、据2026年6月23日互动易，公司400G传统光模块PCB产品已获量产订单并持续排产，已具备非CPO型产品800G及1.6T光模块的量产能力，CPO型800G、1.6T及3.2T产品正积极推进技术验证与储备。 3、据2026年6月23日互动易，公司应用于存储产品已有技术储备，并已通过供应商准入，正在打样；据2026年6月23日互动易，公司主要产品为单/双面、多层高精密印制电路板，广泛应用于汽车电子、消费电子、数据中心/服务器等领域。	公司PCB产品主要应用于BMS控制模块、新能源电池控制单元(BCU)主控模块等	2026-03-03\|38.88\|-0.87\|39.78\|41.00\|38.79\|114277;2026-03-04\|38.18\|-1.80\|38.02\|39.50\|37.86\|74983;2026-03-05\|38.29\|0.29\|39.10\|39.68\|37.95\|56973;2026-03-06\|40.21\|5.01\|38.01\|41.00\|37.41\|90471;2026-03-09\|39.50\|-1.77\|39.14\|39.93\|38.16\|71842;2026-03-10\|42.58\|7.80\|40.10\|42.77\|39.56\|150241;2026-03-11\|41.60\|-2.30\|41.88\|42.63\|41.32\|108280;2026-03-12\|40.12\|-3.56\|41.31\|41.60\|39.51\|80066;2026-03-13\|39.66\|-1.15\|39.68\|40.24\|39.21\|51962;2026-03-16\|41.30\|4.14\|39.40\|41.31\|38.33\|80830;2026-03-17\|38.13\|-7.68\|40.72\|40.89\|38.05\|70377;2026-03-18\|40.51\|6.24\|38.54\|40.89\|38.19\|77685;2026-03-19\|39.82\|-1.70\|39.68\|40.67\|39.35\|48054;2026-03-20\|39.50\|-0.80\|39.80\|41.34\|39.40\|83837;2026-03-23\|37.01\|-6.30\|37.81\|39.31\|36.41\|69648;2026-03-24\|38.51\|4.05\|37.98\|38.82\|36.37\|70639;2026-03-25\|39.17\|1.71\|39.20\|39.87\|38.91\|49617;2026-03-26\|38.66\|-1.30\|39.00\|40.27\|38.40\|44474;2026-03-27\|38.45\|-0.54\|37.85\|38.98\|36.93\|43639;2026-03-30\|38.85\|1.04\|37.81\|38.89\|37.48\|32307;2026-03-31\|38.00\|-2.19\|38.56\|40.18\|37.42\|58004;2026-04-01\|40.40\|6.32\|39.01\|40.50\|38.83\|88802;2026-04-02\|38.48\|-4.75\|39.78\|40.15\|37.93\|57914;2026-04-03\|38.04\|-1.14\|38.53\|39.71\|38.00\|45775;2026-04-07\|39.08\|2.73\|38.01\|39.88\|38.01\|48561;2026-04-08\|41.48\|6.14\|40.63\|41.49\|40.22\|87092;2026-04-09\|41.09\|-0.94\|41.21\|41.45\|40.75\|49352;2026-04-10\|41.02\|-0.17\|41.48\|41.86\|40.91\|65341;2026-04-13\|41.25\|0.56\|40.51\|41.39\|40.51\|46247;2026-04-14\|41.91\|1.60\|41.51\|42.15\|41.18\|68046;2026-04-15\|41.71\|-0.48\|42.25\|43.63\|41.60\|89692;2026-04-16\|42.76\|2.52\|41.84\|43.19\|41.39\|79488;2026-04-17\|42.45\|-0.72\|42.61\|43.05\|41.89\|59846;2026-04-20\|41.77\|-1.60\|42.03\|42.40\|41.47\|50888;2026-04-21\|42.62\|2.04\|41.40\|43.18\|40.91\|69619;2026-04-22\|42.88\|0.61\|42.29\|42.99\|42.00\|69395;2026-04-23\|40.72\|-5.04\|42.87\|42.87\|40.20\|74277;2026-04-24\|38.86\|-4.57\|40.32\|41.01\|38.59\|57023;2026-04-27\|40.90\|5.25\|38.77\|41.40\|38.65\|63943;2026-04-28\|39.83\|-2.62\|40.59\|40.95\|38.92\|57219;2026-04-29\|37.75\|-5.22\|38.54\|39.64\|37.43\|86814;2026-04-30\|36.68\|-2.83\|37.75\|38.43\|36.61\|55890;2026-05-06\|38.36\|4.58\|37.43\|39.41\|36.88\|84009;2026-05-07\|39.91\|4.04\|38.30\|40.38\|37.51\|68161;2026-05-08\|40.11\|0.50\|39.61\|40.35\|38.95\|36640;2026-05-11\|39.66\|-1.12\|40.21\|40.39\|39.03\|38896;2026-05-12\|38.73\|-2.34\|39.70\|39.75\|38.21\|36646;2026-05-13\|39.31\|1.50\|38.57\|39.86\|38.22\|38154;2026-05-14\|37.11\|-5.60\|39.30\|39.35\|37.03\|55557;2026-05-15\|35.87\|-3.34\|37.19\|37.56\|35.20\|50165;2026-05-18\|36.57\|1.95\|36.00\|37.00\|35.33\|46477;2026-05-19\|36.56\|-0.03\|36.30\|36.66\|35.36\|40024;2026-05-20\|36.02\|-1.48\|36.40\|36.69\|35.54\|30440;2026-05-21\|34.59\|-3.97\|36.39\|37.29\|34.50\|55018;2026-05-22\|36.66\|5.98\|35.01\|36.97\|35.01\|57071;2026-05-25\|40.84\|11.40\|38.48\|41.97\|37.97\|133845;2026-05-26\|40.09\|-1.84\|40.77\|41.14\|39.32\|97174;2026-05-27\|39.21\|-2.20\|39.73\|41.60\|38.83\|68762;2026-05-28\|42.21\|7.65\|39.17\|42.60\|38.94\|111567;2026-05-29\|40.26\|-4.62\|42.21\|42.85\|39.90\|102673;2026-06-01\|39.45\|-2.01\|39.76\|41.22\|39.12\|66714;2026-06-02\|41.08\|4.13\|39.30\|42.00\|39.30\|104276;2026-06-03\|39.50\|-3.85\|41.02\|41.20\|38.77\|91713;2026-06-04\|39.86\|0.91\|38.79\|41.27\|38.76\|83925;2026-06-05\|39.81\|-0.13\|38.80\|41.08\|37.51\|77127;2026-06-08\|38.00\|-4.55\|38.18\|39.26\|37.18\|76747;2026-06-09\|38.64\|1.68\|38.79\|39.12\|37.30\|59331;2026-06-10\|37.04\|-4.14\|38.00\|39.20\|36.30\|64763;2026-06-11\|36.65\|-1.05\|36.68\|37.29\|35.50\|54277;2026-06-12\|35.71\|-2.56\|37.36\|38.88\|35.58\|80309;2026-06-15\|40.54\|13.53\|36.01\|41.34\|36.00\|108778;2026-06-16\|44.05\|8.66\|40.97\|44.80\|40.02\|153970;2026-06-17\|44.48\|0.98\|44.08\|45.68\|43.62\|98369;2026-06-18\|46.97\|5.60\|44.58\|47.93\|44.10\|111758;2026-06-22\|48.49\|3.24\|47.21\|51.01\|46.57\|120847;2026-06-23\|45.62\|-5.92\|48.00\|48.14\|45.10\|81443;2026-06-24\|54.74\|19.99\|46.77\|54.74\|46.77\|68844;2026-06-25\|56.53\|3.27\|56.96\|58.70\|54.65\|230430;2026-06-26\|55.20\|-2.35\|56.50\|56.50\|51.67\|158888;2026-06-29\|50.99\|-7.63\|53.01\|54.05\|48.76\|116715;2026-06-30\|52.52\|3.00\|50.41\|52.98\|50.00\|104823;2026-07-01\|49.94\|-4.91\|51.88\|52.78\|49.21\|104107;2026-07-02\|48.56\|-2.76\|48.23\|50.70\|47.59\|73245;2026-07-03\|48.60\|0.08\|48.86\|50.63\|47.27\|83111;2026-07-06\|45.06\|-7.28\|48.49\|49.00\|44.23\|71325;2026-07-07\|43.80\|-2.80\|45.55\|46.51\|43.22\|42411;2026-07-08\|41.74\|-4.70\|44.14\|44.35\|41.22\|38167;2026-07-09\|44.13\|6.80\|43.00\|45.87\|42.35\|93316;2026-07-10\|41.02\|-7.05\|44.02\|44.50\|41.02\|83847
116677	建滔积层板再度涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-03-03\|5.44\|-6.37\|5.83\|5.87\|5.41\|1107868;2026-03-04\|5.45\|0.18\|5.21\|5.50\|5.21\|680705;2026-03-05\|5.59\|2.57\|5.47\|5.71\|5.47\|703507;2026-03-06\|5.75\|2.86\|5.58\|5.77\|5.58\|537394;2026-03-09\|5.71\|-0.70\|5.65\|5.73\|5.52\|674405;2026-03-10\|5.68\|-0.53\|5.77\|5.82\|5.65\|550592;2026-03-11\|5.58\|-1.76\|5.68\|5.73\|5.55\|538933;2026-03-12\|5.47\|-1.97\|5.59\|5.64\|5.41\|517300;2026-03-13\|6.02\|10.05\|5.48\|6.02\|5.40\|1813700;2026-03-16\|5.42\|-9.97\|5.93\|5.93\|5.42\|1989293;2026-03-17\|5.11\|-5.72\|5.38\|5.45\|5.09\|1030673;2026-03-18\|5.20\|1.76\|5.15\|5.21\|5.08\|512748;2026-03-19\|4.98\|-4.23\|5.13\|5.14\|4.95\|591247;2026-03-20\|4.77\|-4.22\|5.01\|5.06\|4.77\|649002;2026-03-23\|4.50\|-5.66\|4.66\|4.73\|4.44\|863938;2026-03-24\|4.71\|4.67\|4.66\|4.72\|4.46\|682518;2026-03-25\|4.86\|3.18\|4.72\|4.92\|4.71\|542074;2026-03-26\|4.76\|-2.06\|5.06\|5.08\|4.75\|827596;2026-03-27\|4.81\|1.05\|4.67\|4.85\|4.61\|467599;2026-03-30\|4.76\|-1.04\|4.72\|4.80\|4.65\|460997;2026-03-31\|4.64\|-2.52\|4.76\|4.78\|4.64\|456041;2026-04-01\|4.77\|2.80\|4.71\|4.79\|4.68\|415150;2026-04-02\|4.65\|-2.52\|4.75\|4.80\|4.60\|363470;2026-04-03\|4.66\|0.22\|4.67\|4.74\|4.64\|334067;2026-04-07\|4.77\|2.36\|4.67\|4.90\|4.66\|506127;2026-04-08\|4.93\|3.35\|4.83\|4.94\|4.81\|507735;2026-04-09\|5.18\|5.07\|4.90\|5.27\|4.86\|1047045;2026-04-10\|5.17\|-0.19\|5.20\|5.28\|5.13\|550829;2026-04-13\|5.26\|1.74\|5.10\|5.28\|5.08\|547128;2026-04-14\|5.31\|0.95\|5.28\|5.32\|5.23\|494957;2026-04-15\|5.32\|0.19\|5.31\|5.43\|5.29\|590855;2026-04-16\|5.41\|1.69\|5.31\|5.42\|5.24\|569213;2026-04-17\|5.40\|-0.18\|5.43\|5.49\|5.37\|452002;2026-04-20\|5.37\|-0.56\|5.40\|5.47\|5.35\|565419;2026-04-21\|5.29\|-1.49\|5.30\|5.35\|5.13\|562969;2026-04-22\|5.33\|0.76\|5.29\|5.40\|5.22\|571502;2026-04-23\|5.16\|-3.19\|5.30\|5.35\|5.14\|603480;2026-04-24\|5.21\|0.97\|5.15\|5.25\|5.10\|540769;2026-04-27\|5.41\|3.84\|5.21\|5.45\|5.13\|777788;2026-04-28\|5.25\|-2.96\|5.36\|5.42\|5.22\|589482;2026-04-29\|5.25\|0.00\|5.23\|5.31\|5.15\|508750;2026-04-30\|5.40\|2.86\|5.24\|5.46\|5.23\|851202;2026-05-06\|5.57\|3.15\|5.40\|5.63\|5.39\|920980;2026-05-07\|5.73\|2.87\|5.63\|5.78\|5.59\|975273;2026-05-08\|5.65\|-1.40\|5.70\|5.75\|5.61\|853445;2026-05-11\|5.59\|-1.06\|5.70\|5.80\|5.54\|1094749;2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887
116676	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-03-03\|14.95\|-5.14\|15.80\|15.87\|14.90\|309613;2026-03-04\|15.04\|0.60\|14.77\|15.37\|14.75\|200588;2026-03-05\|15.24\|1.33\|15.37\|15.59\|15.12\|199277;2026-03-06\|15.20\|-0.26\|15.26\|15.45\|14.91\|172628;2026-03-09\|14.84\|-2.37\|14.88\|14.91\|14.29\|249499;2026-03-10\|15.70\|5.80\|15.17\|15.73\|15.10\|321431;2026-03-11\|15.76\|0.38\|15.70\|15.97\|15.58\|211467;2026-03-12\|15.59\|-1.08\|15.71\|15.89\|15.34\|187632;2026-03-13\|15.84\|1.60\|15.47\|16.12\|15.40\|306145;2026-03-16\|16.24\|2.53\|15.66\|16.30\|15.48\|404834;2026-03-17\|15.49\|-4.62\|16.05\|16.11\|15.47\|313497;2026-03-18\|16.32\|5.36\|15.71\|16.33\|15.55\|482299;2026-03-19\|15.88\|-2.70\|16.00\|16.20\|15.76\|304342;2026-03-20\|14.97\|-5.73\|15.95\|16.03\|14.91\|377310;2026-03-23\|13.47\|-10.02\|14.01\|14.18\|13.47\|351623;2026-03-24\|13.45\|-0.15\|13.50\|13.58\|12.60\|373831;2026-03-25\|13.66\|1.56\|13.69\|13.90\|13.51\|299635;2026-03-26\|13.12\|-3.95\|13.56\|13.72\|13.05\|209776;2026-03-27\|13.21\|0.69\|12.98\|13.39\|12.81\|170741;2026-03-30\|13.08\|-0.98\|12.88\|13.10\|12.76\|164265;2026-03-31\|12.65\|-3.29\|13.03\|13.13\|12.62\|172639;2026-04-01\|13.24\|4.66\|13.15\|13.65\|13.07\|270850;2026-04-02\|12.73\|-3.85\|13.20\|13.23\|12.63\|188587;2026-04-03\|12.65\|-0.63\|12.80\|12.92\|12.65\|124581;2026-04-07\|12.76\|0.87\|12.68\|12.94\|12.64\|137588;2026-04-08\|13.66\|7.05\|13.08\|13.67\|13.08\|246741;2026-04-09\|14.43\|5.64\|13.41\|14.85\|13.37\|534418;2026-04-10\|14.61\|1.25\|14.56\|14.76\|14.36\|309844;2026-04-13\|15.21\|4.11\|14.45\|15.42\|14.35\|365625;2026-04-14\|15.53\|2.10\|15.22\|15.86\|15.08\|337873;2026-04-15\|15.62\|0.58\|15.42\|15.93\|15.30\|331072;2026-04-16\|15.86\|1.54\|15.54\|16.01\|15.47\|222176;2026-04-17\|15.80\|-0.38\|15.86\|15.98\|15.63\|220369;2026-04-20\|16.04\|1.52\|15.76\|16.44\|15.68\|289408;2026-04-21\|16.10\|0.37\|16.00\|16.17\|15.85\|209115;2026-04-22\|16.48\|2.36\|16.11\|16.75\|16.06\|280602;2026-04-23\|15.97\|-3.09\|16.42\|16.55\|15.75\|277832;2026-04-24\|15.67\|-1.88\|15.88\|16.16\|15.50\|199618;2026-04-27\|15.71\|0.26\|15.66\|15.86\|15.31\|218065;2026-04-28\|15.28\|-2.74\|15.59\|15.68\|15.16\|201904;2026-04-29\|15.19\|-0.59\|15.14\|15.44\|15.01\|147185;2026-04-30\|14.88\|-2.04\|15.22\|15.35\|14.68\|197419;2026-05-06\|15.74\|5.78\|15.15\|15.98\|15.15\|276926;2026-05-07\|17.31\|9.97\|15.83\|17.31\|15.66\|634891;2026-05-08\|17.58\|1.56\|17.00\|17.65\|16.81\|686714;2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305
116675	建滔积层板再度涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-03\|46.83\|-7.89\|51.15\|51.33\|46.61\|586781;2026-03-04\|46.65\|-0.38\|46.00\|47.89\|46.00\|295743;2026-03-05\|46.95\|0.64\|47.89\|48.73\|46.44\|359884;2026-03-06\|44.99\|-4.17\|46.56\|46.89\|44.78\|422649;2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037
116674	建滔积层板再度涨价	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-03-03\|75.30\|-4.92\|79.89\|80.32\|75.00\|21010;2026-03-04\|75.59\|0.39\|73.95\|76.95\|73.55\|12692;2026-03-05\|77.16\|2.08\|77.00\|78.83\|76.09\|13843;2026-03-06\|77.99\|1.08\|77.00\|78.80\|77.00\|11284;2026-03-09\|77.06\|-1.19\|76.00\|77.23\|73.03\|14465;2026-03-10\|78.30\|1.61\|77.79\|78.91\|77.08\|15458;2026-03-11\|78.39\|0.11\|78.69\|80.75\|78.14\|15282;2026-03-12\|75.63\|-3.52\|78.40\|79.50\|75.54\|18066;2026-03-13\|74.50\|-1.49\|74.76\|76.73\|73.28\|15811;2026-03-16\|75.37\|1.17\|74.65\|75.68\|72.40\|16847;2026-03-17\|74.07\|-1.72\|75.69\|76.91\|73.80\|10254;2026-03-18\|75.64\|2.12\|73.74\|75.74\|73.50\|8978;2026-03-19\|71.14\|-5.95\|75.00\|75.00\|70.25\|15277;2026-03-20\|71.80\|0.93\|71.25\|73.20\|71.00\|17034;2026-03-23\|67.01\|-6.67\|69.72\|70.78\|66.91\|18813;2026-03-24\|69.13\|3.16\|69.03\|69.77\|67.06\|11251;2026-03-25\|71.55\|3.50\|70.03\|72.71\|69.71\|10604;2026-03-26\|70.03\|-2.12\|71.55\|72.30\|69.70\|8988;2026-03-27\|70.12\|0.13\|69.50\|71.10\|67.86\|7034;2026-03-30\|71.70\|2.25\|69.82\|72.40\|69.22\|7618;2026-03-31\|70.22\|-2.06\|71.46\|72.20\|69.58\|8233;2026-04-01\|74.77\|6.48\|72.27\|75.80\|71.07\|20589;2026-04-02\|71.79\|-3.99\|74.83\|74.94\|70.75\|16148;2026-04-03\|71.36\|-0.60\|72.36\|72.36\|70.96\|6935;2026-04-07\|71.95\|0.83\|71.59\|73.37\|71.30\|7698;2026-04-08\|74.73\|3.86\|74.00\|75.00\|73.58\|14953;2026-04-09\|74.71\|-0.03\|74.01\|74.85\|73.32\|9148;2026-04-10\|75.85\|1.53\|75.11\|76.66\|74.78\|11301;2026-04-13\|77.00\|1.52\|75.80\|78.47\|75.25\|25904;2026-04-14\|79.30\|2.99\|77.89\|82.30\|76.50\|39169;2026-04-15\|79.01\|-0.37\|79.31\|81.15\|78.58\|21591;2026-04-16\|79.46\|0.57\|79.01\|80.21\|78.60\|22269;2026-04-17\|81.49\|2.55\|79.40\|83.13\|79.39\|23678;2026-04-20\|81.28\|-0.26\|81.66\|82.00\|80.50\|16119;2026-04-21\|83.47\|2.69\|81.28\|83.99\|80.80\|17051;2026-04-22\|84.00\|0.64\|83.48\|84.28\|81.65\|18542;2026-04-23\|82.30\|-2.02\|84.44\|85.29\|81.31\|17730;2026-04-24\|82.10\|-0.24\|82.30\|82.97\|80.78\|11730;2026-04-27\|83.95\|2.25\|82.99\|86.10\|82.00\|21819;2026-04-28\|87.01\|3.65\|84.36\|88.88\|82.61\|26390;2026-04-29\|83.50\|-4.03\|85.00\|85.61\|81.99\|26833;2026-04-30\|87.75\|5.09\|83.35\|87.80\|82.77\|32010;2026-05-06\|90.54\|3.18\|87.77\|90.88\|85.24\|27030;2026-05-07\|95.00\|4.93\|90.37\|96.88\|88.53\|29540;2026-05-08\|93.72\|-1.35\|93.65\|94.30\|91.20\|23781;2026-05-11\|98.65\|5.26\|96.87\|101.50\|96.13\|36714;2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180
116673	消息称台积电先进制程代工将全线涨价	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-03-03\|237.80\|-11.07\|269.00\|271.47\|235.01\|276708;2026-03-04\|229.00\|-3.70\|229.15\|240.75\|225.92\|208344;2026-03-05\|241.08\|5.28\|241.00\|248.29\|235.00\|242544;2026-03-06\|240.85\|-0.10\|239.50\|247.88\|237.44\|157892;2026-03-09\|230.58\|-4.26\|220.50\|233.99\|214.00\|195294;2026-03-10\|240.00\|4.09\|242.62\|246.62\|234.56\|178037;2026-03-11\|220.87\|-7.97\|242.31\|245.00\|218.00\|253322;2026-03-12\|216.00\|-2.20\|220.16\|225.83\|211.66\|209591;2026-03-13\|208.52\|-3.46\|215.00\|216.00\|206.02\|200906;2026-03-16\|208.01\|-0.24\|207.00\|209.00\|202.08\|137379;2026-03-17\|205.10\|-1.40\|208.94\|215.00\|204.05\|163903;2026-03-18\|208.70\|1.76\|208.79\|211.03\|203.30\|128934;2026-03-19\|199.52\|-4.40\|201.80\|204.87\|198.08\|132528;2026-03-20\|199.50\|-0.01\|203.31\|209.88\|198.60\|193275;2026-03-23\|190.50\|-4.51\|196.50\|198.16\|188.01\|166755;2026-03-24\|205.88\|8.07\|194.90\|206.37\|187.41\|253433;2026-03-25\|214.80\|4.33\|208.20\|217.00\|207.00\|230119;2026-03-26\|213.35\|-0.68\|218.10\|218.87\|209.00\|154622;2026-03-27\|215.53\|1.02\|208.00\|217.85\|205.06\|155117;2026-03-30\|212.30\|-1.50\|208.00\|215.50\|206.79\|126528;2026-03-31\|202.30\|-4.71\|210.51\|212.00\|199.99\|169435;2026-04-01\|223.00\|10.23\|213.00\|229.00\|213.00\|271537;2026-04-02\|219.00\|-1.79\|219.92\|222.86\|215.00\|160818;2026-04-03\|224.80\|2.65\|224.00\|228.97\|217.96\|180145;2026-04-07\|230.55\|2.56\|230.40\|239.50\|230.23\|203450;2026-04-08\|240.72\|4.41\|243.00\|253.00\|235.68\|220825;2026-04-09\|238.24\|-1.03\|235.00\|247.60\|234.03\|176718;2026-04-10\|248.00\|4.10\|245.00\|257.30\|242.30\|203845;2026-04-13\|239.17\|-3.56\|246.10\|255.00\|236.01\|229993;2026-04-14\|245.50\|2.65\|243.71\|256.03\|235.00\|271889;2026-04-15\|254.24\|3.56\|245.00\|258.65\|238.23\|241780;2026-04-16\|244.70\|-3.75\|252.00\|254.00\|219.00\|471324;2026-04-17\|241.08\|-1.48\|237.00\|242.79\|231.70\|289376;2026-04-20\|251.39\|4.28\|240.52\|252.80\|239.00\|244344;2026-04-21\|233.06\|-7.29\|254.00\|255.00\|232.19\|335744;2026-04-22\|250.95\|7.68\|231.15\|252.50\|231.15\|302160;2026-04-23\|235.50\|-6.16\|253.00\|253.01\|232.60\|249651;2026-04-24\|228.71\|-2.88\|235.00\|236.55\|218.43\|278020;2026-04-27\|242.04\|5.83\|234.80\|245.96\|231.68\|241518;2026-04-28\|229.17\|-5.32\|242.00\|242.00\|226.30\|197749;2026-04-29\|234.07\|2.14\|224.02\|240.40\|223.52\|207172;2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|31267173	半导体IP核+NPU/ASIC定制服务+Chiplet+大基金持股。自研NPU/GPU/IP等1700+个IP，为寒武纪、壁仞、燧原及互联网大厂提供AI芯片IP授权+定制流片。Chiplet互连接口IP布局沾边先进封装。截至Q1末在手订单51.33亿元，1-4月新签订单82.4亿，AI算力领域收入同比+95%。大基金二期持股7.08%。车规5nm/7nm驾驶SoC通过ISO 26262认证。2026-06-25大涨+12.35%创历史新高(338.05元)，主力净流入6.48亿。
116672	消息称台积电先进制程代工将全线涨价	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-03\|28.73\|-7.71\|31.38\|31.63\|28.68\|796035;2026-03-04\|28.43\|-1.04\|28.30\|29.20\|28.16\|418747;2026-03-05\|28.93\|1.76\|29.10\|29.54\|28.73\|407345;2026-03-06\|28.88\|-0.17\|28.79\|29.13\|28.70\|316045;2026-03-09\|28.52\|-1.25\|28.15\|28.68\|27.66\|403709;2026-03-10\|29.35\|2.91\|28.95\|29.59\|28.90\|403699;2026-03-11\|29.15\|-0.68\|29.29\|29.50\|29.08\|298194;2026-03-12\|29.00\|-0.51\|29.03\|29.56\|28.78\|278043;2026-03-13\|28.56\|-1.52\|28.72\|29.15\|28.48\|252335;2026-03-16\|29.00\|1.54\|28.51\|29.02\|28.14\|280904;2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332	IDM功率半导体龙头+8英寸SiC量产+功率涨价+GaN禁售替代。厦门士兰集宏8英寸SiC产线正式通线量产，二代SiC MOSFET通过比亚迪/吉利等车企验证并批量供货。3月起MOS类芯片统一涨价约10%。英飞凌GaN产品在华禁售终审，士兰微同时布局SiC+GaN产业链。DrMOS等切入AI服务器供电。Q1净利同比+40.57%。2026-06-15涨停启动7连阳。
116671	消息称台积电先进制程代工将全线涨价	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-03\|241.00\|-6.93\|257.79\|258.00\|240.00\|319676;2026-03-04\|236.00\|-2.07\|236.98\|243.88\|233.77\|184683;2026-03-05\|242.99\|2.96\|245.96\|247.50\|237.85\|214060;2026-03-06\|241.90\|-0.45\|240.00\|242.97\|238.49\|145189;2026-03-09\|238.43\|-1.43\|232.73\|241.40\|226.10\|227852;2026-03-10\|247.53\|3.82\|246.99\|250.98\|244.80\|216856;2026-03-11\|244.20\|-1.35\|247.54\|255.36\|242.82\|192500;2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|51342374	国产x86 CPU+DCU（深算系列GPGPU），信创服务器+智算中心双轮驱动，国产算力核心标的。催化：头部互联网大厂批量采购国产推理GPU传闻；陆家嘴论坛资本市场改革利好科创板硬科技；国产算力招标加速预期。2026-06-24涨超11%。
116670	消息称台积电先进制程代工将全线涨价	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-03-03\|94.00\|-5.16\|99.31\|100.28\|93.95\|59183;2026-03-04\|93.65\|-0.37\|93.01\|94.99\|92.71\|32334;2026-03-05\|94.98\|1.42\|94.94\|96.25\|94.53\|30977;2026-03-06\|95.57\|0.62\|94.52\|96.05\|94.50\|20239;2026-03-09\|95.66\|0.09\|94.00\|96.08\|92.22\|41836;2026-03-10\|97.37\|1.79\|96.25\|97.68\|95.60\|34085;2026-03-11\|95.98\|-1.43\|97.37\|97.59\|95.96\|28512;2026-03-12\|94.90\|-1.13\|96.02\|96.69\|94.58\|25473;2026-03-13\|93.67\|-1.30\|94.27\|94.78\|93.51\|21623;2026-03-16\|94.98\|1.40\|93.34\|95.34\|92.96\|29740;2026-03-17\|89.95\|-5.30\|95.00\|95.20\|89.40\|83049;2026-03-18\|90.49\|0.60\|89.90\|90.52\|88.88\|35030;2026-03-19\|88.04\|-2.71\|89.05\|89.76\|87.66\|42893;2026-03-20\|86.00\|-2.32\|88.20\|88.73\|86.00\|36850;2026-03-23\|81.22\|-5.56\|85.00\|85.32\|80.83\|55126;2026-03-24\|82.33\|1.37\|82.60\|82.77\|80.74\|39092;2026-03-25\|84.02\|2.05\|82.94\|84.38\|82.61\|32712;2026-03-26\|82.43\|-1.89\|84.00\|84.30\|82.07\|24415;2026-03-27\|83.22\|0.96\|80.74\|83.85\|80.74\|25649;2026-03-30\|82.35\|-1.05\|82.00\|82.91\|81.68\|24012;2026-03-31\|81.12\|-1.49\|82.02\|83.45\|81.10\|25093;2026-04-01\|83.14\|2.49\|82.53\|83.38\|82.36\|27990;2026-04-02\|81.15\|-2.39\|82.77\|82.96\|80.63\|26509;2026-04-03\|82.30\|1.42\|81.69\|83.35\|80.20\|40226;2026-04-07\|82.17\|-0.16\|82.37\|83.50\|81.71\|31661;2026-04-08\|85.48\|4.03\|84.12\|85.50\|83.63\|58582;2026-04-09\|84.20\|-1.50\|84.18\|84.96\|83.62\|34793;2026-04-10\|84.51\|0.37\|84.70\|85.80\|84.46\|43706;2026-04-13\|84.39\|-0.14\|83.01\|85.19\|83.00\|37624;2026-04-14\|86.36\|2.33\|85.00\|86.49\|84.82\|52667;2026-04-15\|85.25\|-1.29\|86.80\|86.88\|85.15\|45735;2026-04-16\|85.12\|-0.15\|85.32\|85.88\|84.50\|38548;2026-04-17\|85.85\|0.86\|84.80\|86.50\|83.59\|47373;2026-04-20\|87.70\|2.15\|85.88\|89.62\|85.53\|69022;2026-04-21\|85.50\|-2.51\|87.50\|87.50\|84.76\|46375;2026-04-22\|87.20\|1.99\|85.50\|87.33\|84.70\|46312;2026-04-23\|86.78\|-0.48\|87.20\|88.69\|86.25\|51244;2026-04-24\|87.15\|0.43\|86.41\|88.33\|85.59\|50646;2026-04-27\|92.77\|6.45\|88.00\|94.00\|87.50\|126069;2026-04-28\|82.60\|-10.96\|87.90\|87.90\|82.33\|163288;2026-04-29\|84.65\|2.48\|82.34\|85.60\|81.43\|97266;2026-04-30\|88.82\|4.93\|86.58\|90.50\|84.56\|143005;2026-05-06\|90.22\|1.58\|89.91\|92.70\|89.58\|114390;2026-05-07\|92.53\|2.56\|91.12\|92.98\|90.90\|92787;2026-05-08\|92.20\|-0.36\|92.00\|93.90\|91.09\|83592;2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606	EDA全流程国产替代龙头+拟收购芯和半导体+AI EDA工具。国内唯一具备模拟/数字/射频/存储/先进封装全流程EDA能力的厂商。筹划收购芯和半导体(电磁仿真EDA龙头)100%股权补强射频EDA。推出AI驱动工艺诊断/供电分析工具。大基金二期持股8.88%，中电金投拟增持1%-2%。6月陆家嘴论坛硬科技政策+存储板块爆发联动EDA上游。2026-06-24涨+6.47%(107.85元)。
116669	消息称台积电先进制程代工将全线涨价	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-03-03\|380.00\|-1.23\|391.90\|407.70\|375.00\|85754;2026-03-04\|380.00\|0.00\|379.48\|387.00\|365.76\|55098;2026-03-05\|384.69\|1.23\|388.00\|406.58\|381.00\|68389;2026-03-06\|377.20\|-1.95\|378.42\|391.00\|373.92\|40847;2026-03-09\|360.61\|-4.40\|348.40\|364.38\|347.37\|64563;2026-03-10\|367.33\|1.86\|371.65\|372.84\|358.06\|49595;2026-03-11\|359.50\|-2.13\|365.60\|370.00\|354.00\|38539;2026-03-12\|341.51\|-5.00\|359.26\|359.84\|337.00\|47143;2026-03-13\|339.02\|-0.73\|337.89\|347.00\|330.72\|43571;2026-03-16\|347.37\|2.46\|338.01\|348.10\|325.10\|57426;2026-03-17\|334.06\|-3.83\|345.37\|349.01\|333.48\|33267;2026-03-18\|345.20\|3.33\|337.97\|347.15\|335.04\|33948;2026-03-19\|333.52\|-3.38\|338.83\|343.61\|331.01\|32318;2026-03-20\|347.87\|4.30\|336.99\|362.55\|334.00\|63554;2026-03-23\|350.00\|0.61\|346.48\|358.99\|329.99\|80445;2026-03-24\|357.90\|2.26\|356.00\|362.38\|345.69\|55446;2026-03-25\|368.23\|2.89\|367.99\|385.49\|359.13\|63079;2026-03-26\|367.43\|-0.22\|361.00\|373.87\|356.52\|44290;2026-03-27\|377.00\|2.60\|358.00\|381.67\|354.64\|59000;2026-03-30\|387.12\|2.68\|369.00\|395.88\|368.00\|59368;2026-03-31\|370.00\|-4.42\|384.37\|388.86\|365.53\|60299;2026-04-01\|368.48\|-0.41\|378.00\|385.00\|358.37\|68318;2026-04-02\|357.00\|-3.12\|367.71\|368.00\|349.00\|45941;2026-04-03\|357.52\|0.15\|361.66\|365.99\|354.38\|28008;2026-04-07\|349.44\|-2.26\|361.77\|361.88\|346.00\|31585;2026-04-08\|379.45\|8.59\|362.56\|379.49\|358.10\|68253;2026-04-09\|391.85\|3.27\|370.01\|398.44\|369.15\|60418;2026-04-10\|398.06\|1.58\|400.00\|407.00\|392.33\|48902;2026-04-13\|395.50\|-0.64\|394.69\|400.00\|386.99\|50246;2026-04-14\|408.60\|3.31\|403.50\|420.00\|400.00\|60921;2026-04-15\|402.00\|-1.62\|413.00\|418.58\|399.98\|47498;2026-04-16\|402.89\|0.22\|403.00\|408.66\|395.24\|38541;2026-04-17\|390.34\|-3.12\|395.64\|400.00\|385.50\|61553;2026-04-20\|398.44\|2.08\|388.00\|404.69\|380.51\|48294;2026-04-21\|388.46\|-2.50\|397.00\|397.00\|384.12\|32384;2026-04-22\|394.96\|1.67\|388.49\|398.88\|382.83\|56375;2026-04-23\|380.04\|-3.78\|395.00\|398.60\|378.02\|48893;2026-04-24\|384.58\|1.19\|385.00\|393.60\|375.60\|45963;2026-04-27\|412.73\|7.32\|392.27\|417.50\|372.21\|79848;2026-04-28\|423.50\|2.61\|405.00\|438.55\|398.97\|90947;2026-04-29\|423.67\|0.04\|423.30\|424.70\|402.32\|56977;2026-04-30\|445.00\|5.03\|426.36\|456.50\|425.00\|67245;2026-05-06\|464.16\|4.31\|467.24\|489.97\|460.04\|81499;2026-05-07\|479.56\|3.32\|467.13\|483.39\|457.21\|50139;2026-05-08\|463.05\|-3.44\|471.17\|479.56\|456.72\|47377;2026-05-11\|504.18\|8.88\|475.00\|516.96\|468.86\|84239;2026-05-12\|507.02\|0.56\|500.00\|514.98\|490.00\|56754;2026-05-13\|515.02\|1.58\|499.00\|523.00\|487.01\|60626;2026-05-14\|493.00\|-4.28\|520.00\|525.00\|491.17\|52326;2026-05-15\|529.94\|7.49\|493.00\|565.00\|472.06\|105704;2026-05-18\|525.21\|-0.89\|540.00\|556.00\|520.01\|89217;2026-05-19\|554.93\|5.66\|525.21\|562.78\|508.00\|83496;2026-05-20\|634.88\|14.41\|570.00\|636.27\|566.03\|123297;2026-05-21\|606.20\|-4.52\|648.01\|698.00\|601.00\|151151;2026-05-22\|616.98\|1.78\|606.00\|636.00\|578.00\|123410;2026-05-25\|721.00\|16.86\|602.00\|740.05\|583.85\|146309;2026-05-26\|750.00\|4.02\|721.12\|779.00\|696.00\|124141;2026-05-27\|667.00\|-11.07\|742.50\|744.00\|664.97\|131486;2026-05-28\|672.61\|0.84\|664.97\|700.00\|641.12\|117126;2026-05-29\|627.99\|-6.63\|669.45\|669.45\|618.03\|115296;2026-06-01\|583.35\|-7.11\|611.00\|622.00\|580.62\|97694;2026-06-02\|596.00\|2.17\|585.00\|605.99\|575.00\|103612;2026-06-03\|615.49\|3.27\|590.00\|641.80\|589.12\|119211;2026-06-04\|623.02\|1.28\|601.00\|636.00\|596.01\|91215;2026-06-05\|582.30\|-6.54\|601.98\|616.44\|579.00\|88281;2026-06-08\|568.47\|-2.38\|550.00\|583.00\|548.00\|82503;2026-06-09\|597.00\|5.02\|582.05\|603.88\|572.00\|72676;2026-06-10\|618.00\|3.52\|586.00\|634.94\|586.00\|102679;2026-06-11\|655.27\|6.03\|602.01\|656.85\|602.01\|109942;2026-06-12\|645.18\|-1.54\|699.00\|716.74\|641.00\|154919;2026-06-15\|669.69\|3.80\|650.01\|674.30\|615.10\|90565;2026-06-16\|655.80\|-2.07\|678.00\|679.99\|640.00\|88595;2026-06-17\|740.00\|12.84\|640.02\|740.88\|638.38\|118080;2026-06-18\|734.00\|-0.81\|730.00\|754.10\|721.65\|89339;2026-06-22\|748.01\|1.91\|740.00\|766.00\|708.90\|82975;2026-06-23\|770.00\|2.94\|739.95\|778.68\|702.44\|93039;2026-06-24\|820.00\|6.49\|736.00\|838.00\|736.00\|88363;2026-06-25\|823.00\|0.37\|829.20\|861.08\|799.99\|77167;2026-06-26\|832.00\|1.09\|806.66\|865.00\|790.00\|80245;2026-07-10\|832.00\|0.00\|0.00\|0.00\|0.00\|0	薄膜沉积设备龙头(PECVD/ALD/SACVD)+存储扩产+HBM+46亿定增落地。国内唯一全系列薄膜沉积设备量产商，长江存储3D NAND市占率超30%、长鑫DRAM深度配套。在手订单超120亿排至2027年。ALD适配HBM原子级镀膜，混合键合设备适配Chiplet/3D封装。6月22日完成46亿定增(发行价576.01元/股)，引入大基金三期特殊载体国投集新基金。Q1净利5.71亿(同比+488%)，毛利率41.69%创新高。2026-06-24大涨+6.49%(820元)。
116668	消息称台积电先进制程代工将全线涨价	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-03-03\|108.31\|-3.75\|113.23\|114.75\|107.69\|540987;2026-03-04\|106.69\|-1.50\|107.32\|109.70\|106.12\|322750;2026-03-05\|106.90\|0.20\|108.60\|109.26\|106.09\|353532;2026-03-06\|106.50\|-0.37\|107.00\|108.34\|106.17\|340486;2026-03-09\|105.14\|-1.28\|103.97\|105.79\|101.63\|393560;2026-03-10\|107.28\|2.04\|106.90\|107.75\|105.70\|318322;2026-03-11\|107.10\|-0.17\|107.23\|108.80\|107.00\|279983;2026-03-12\|106.01\|-1.02\|107.00\|108.55\|104.95\|288820;2026-03-13\|107.06\|0.99\|105.02\|107.83\|104.50\|341633;2026-03-16\|108.60\|1.44\|106.31\|110.32\|105.50\|422555;2026-03-17\|106.02\|-2.38\|108.54\|108.58\|105.99\|295718;2026-03-18\|106.60\|0.55\|105.78\|106.88\|105.25\|263346;2026-03-19\|105.96\|-0.60\|105.01\|107.69\|104.51\|378656;2026-03-20\|102.18\|-3.57\|105.20\|105.72\|102.18\|381295;2026-03-23\|98.04\|-4.05\|100.01\|101.99\|97.40\|506671;2026-03-24\|99.25\|1.23\|98.90\|99.37\|97.25\|336803;2026-03-25\|99.99\|0.75\|99.67\|100.94\|99.28\|321306;2026-03-26\|96.88\|-3.11\|99.55\|99.70\|96.55\|313199;2026-03-27\|97.50\|0.64\|96.00\|98.39\|95.87\|280875;2026-03-30\|95.83\|-1.71\|95.80\|96.19\|94.00\|328870;2026-03-31\|94.05\|-1.86\|95.80\|97.40\|94.00\|293839;2026-04-01\|96.33\|2.42\|96.40\|96.70\|94.81\|325648;2026-04-02\|93.20\|-3.25\|95.50\|95.79\|92.51\|293828;2026-04-03\|91.78\|-1.52\|93.41\|93.94\|91.76\|216462;2026-04-07\|95.62\|4.18\|91.50\|96.99\|91.20\|458242;2026-04-08\|101.18\|5.81\|99.02\|101.54\|99.02\|544697;2026-04-09\|99.72\|-1.44\|99.40\|101.20\|99.20\|310717;2026-04-10\|101.01\|1.29\|101.00\|102.79\|100.68\|406305;2026-04-13\|100.64\|-0.37\|99.85\|102.80\|99.72\|351885;2026-04-14\|101.52\|0.87\|102.10\|102.28\|100.38\|370911;2026-04-15\|103.91\|2.35\|102.05\|106.10\|101.80\|704839;2026-04-16\|104.18\|0.26\|103.50\|105.00\|103.00\|393721;2026-04-17\|105.23\|1.01\|103.82\|107.30\|103.27\|503755;2026-04-20\|107.96\|2.59\|105.93\|108.60\|105.01\|547703;2026-04-21\|107.46\|-0.46\|107.33\|108.15\|105.68\|372584;2026-04-22\|107.87\|0.38\|106.80\|108.08\|106.50\|375217;2026-04-23\|105.98\|-1.75\|108.88\|109.12\|105.20\|441491;2026-04-24\|110.96\|4.70\|105.58\|113.25\|104.61\|910704;2026-04-27\|116.58\|5.06\|113.25\|117.69\|112.60\|970296;2026-04-28\|114.00\|-2.21\|115.24\|117.64\|113.02\|625007;2026-04-29\|112.47\|-1.34\|113.35\|113.82\|109.78\|514883;2026-04-30\|118.73\|5.57\|113.31\|119.88\|113.30\|1018383;2026-05-06\|123.10\|3.68\|122.00\|128.12\|121.74\|1292941;2026-05-07\|125.34\|1.82\|125.11\|127.48\|122.22\|842774;2026-05-08\|120.31\|-4.01\|122.90\|123.19\|120.05\|708618;2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|112708895	大陆晶圆代工绝对龙头+大基金入股+收购中芯北方完成+台积电涨价外溢。6月23日完成向大基金一期等发行5.47亿股A股收购中芯北方49%股权(发行价74.20元/股)，中芯北方成为全资子公司，大基金合计持股升至6.80%。台积电7nm以下涨价5%-10%，部分成熟制程订单外溢；TrendForce预计8英寸稼动率回升至85%-90%。14nm量产/N+1/N+2推进，大基金三期重点支持标的。南向资金6月25日净买入港股超26亿港元。2026-06-24 A股涨+6.94%(151.53元)，港股涨近9%。
116667	消息称台积电先进制程代工将全线涨价	高压储能+粤芯半导体+重组推进 1、据2026年4月27日机构调研，公司储能业务在手订单约24亿元，级联高压直挂大容量储能系统转化效率达91%；已投运及在建的独立储能电站总规模约1.4GWh，其中在建项目预计三季度全部投运。 2、据2026年4月27日机构调研，公司通过产业基金间接持有粤芯半导体相关权益，截至目前持股比例未发生变动，亦无减持安排。 3、据2026年4月16日公告，公司拟发行股份及支付现金收购智光储能27.18%股权并配套募资，配套资金拟用于储能PACK生产线扩建及固态变压器研发等，目前相关议案已通过董事会审议并披露重组报告书草案。	公司通过产业基金间接持有粤芯半导体股权，粤芯为粤港澳大湾区唯一量产12英寸特色工艺晶圆厂，三期厂房已封顶	2026-03-03\|14.55\|-6.37\|15.54\|15.73\|14.54\|617931;2026-03-04\|14.80\|1.72\|14.37\|15.18\|14.37\|440860;2026-03-05\|15.10\|2.03\|15.25\|15.35\|14.95\|342568;2026-03-06\|15.59\|3.25\|15.00\|15.91\|14.99\|436007;2026-03-09\|15.38\|-1.35\|15.19\|15.75\|15.18\|380994;2026-03-10\|16.18\|5.20\|15.60\|16.38\|15.52\|510087;2026-03-11\|15.92\|-1.61\|16.30\|16.49\|15.83\|394550;2026-03-12\|15.95\|0.19\|15.84\|16.65\|15.61\|483141;2026-03-13\|15.53\|-2.63\|15.88\|16.27\|15.43\|400992;2026-03-16\|15.68\|0.97\|15.70\|15.86\|15.35\|328964;2026-03-17\|14.66\|-6.51\|15.73\|15.77\|14.62\|491994;2026-03-18\|15.07\|2.80\|14.61\|15.10\|14.50\|320969;2026-03-19\|14.17\|-5.97\|14.80\|14.80\|14.01\|373765;2026-03-20\|14.00\|-1.20\|14.28\|14.53\|13.98\|290804;2026-03-23\|13.35\|-4.64\|13.80\|14.14\|13.21\|378777;2026-03-24\|13.90\|4.12\|13.61\|13.98\|13.28\|317683;2026-03-25\|14.41\|3.67\|14.10\|14.45\|14.02\|279103;2026-03-26\|14.33\|-0.56\|14.36\|14.48\|14.18\|227097;2026-03-27\|14.80\|3.28\|14.17\|14.92\|14.12\|263529;2026-03-30\|14.44\|-2.43\|14.52\|14.72\|14.12\|235048;2026-03-31\|14.23\|-1.45\|14.45\|14.73\|14.17\|198811;2026-04-01\|14.33\|0.70\|14.73\|14.78\|14.24\|203845;2026-04-02\|14.20\|-0.91\|14.40\|14.66\|14.16\|249829;2026-04-03\|13.90\|-2.11\|14.23\|14.66\|13.79\|256850;2026-04-07\|13.88\|-0.14\|13.99\|14.04\|13.65\|198070;2026-04-08\|14.85\|6.99\|14.29\|14.88\|14.25\|308407;2026-04-09\|14.85\|0.00\|14.69\|14.89\|14.60\|197297;2026-04-10\|14.85\|0.00\|14.90\|15.18\|14.78\|213879;2026-04-13\|15.09\|1.62\|14.75\|15.16\|14.65\|250678;2026-04-14\|15.35\|1.72\|15.20\|15.35\|14.95\|251334;2026-04-15\|14.90\|-2.93\|15.38\|15.55\|14.71\|391358;2026-04-16\|14.75\|-1.01\|15.06\|15.24\|14.48\|326707;2026-04-17\|14.54\|-1.42\|14.62\|14.68\|14.15\|334191;2026-04-20\|14.61\|0.48\|14.48\|14.74\|14.31\|250606;2026-04-21\|14.90\|1.98\|14.67\|14.92\|14.33\|289790;2026-04-22\|13.93\|-6.51\|14.72\|14.80\|13.77\|599098;2026-04-23\|12.97\|-6.89\|13.85\|13.87\|12.78\|542641;2026-04-24\|12.91\|-0.46\|12.97\|13.16\|12.78\|274937;2026-04-27\|12.93\|0.15\|12.94\|13.03\|12.61\|226856;2026-04-28\|12.74\|-1.47\|12.78\|12.85\|12.54\|226604;2026-04-29\|12.93\|1.49\|12.77\|13.00\|12.70\|200885;2026-04-30\|13.10\|1.31\|12.85\|13.19\|12.81\|207382;2026-05-06\|13.15\|0.38\|13.05\|13.24\|12.96\|256169;2026-05-07\|13.23\|0.61\|13.18\|13.35\|13.09\|243464;2026-05-08\|13.31\|0.60\|13.18\|13.34\|13.02\|205265;2026-05-11\|13.46\|1.13\|13.50\|13.65\|13.26\|275828;2026-05-12\|13.56\|0.74\|13.52\|13.70\|13.32\|259110;2026-05-13\|14.14\|4.28\|13.52\|14.45\|13.44\|458356;2026-05-14\|14.31\|1.20\|14.25\|14.90\|14.10\|450164;2026-05-15\|14.11\|-1.40\|14.35\|14.43\|13.92\|337220;2026-05-18\|15.03\|6.52\|14.00\|15.38\|13.94\|520361;2026-05-19\|16.26\|8.18\|15.07\|16.30\|14.96\|691331;2026-05-20\|17.89\|10.02\|16.26\|17.89\|16.10\|871976;2026-05-21\|17.80\|-0.50\|17.95\|18.45\|17.59\|962385;2026-05-22\|18.87\|6.01\|17.81\|18.95\|17.81\|730164;2026-05-25\|18.80\|-0.37\|19.55\|19.86\|18.36\|710137;2026-05-26\|18.31\|-2.61\|18.80\|18.98\|18.05\|454329;2026-05-27\|18.14\|-0.93\|18.44\|18.74\|17.80\|467648;2026-05-28\|18.25\|0.61\|18.35\|19.04\|17.90\|413081;2026-05-29\|16.43\|-9.97\|18.28\|18.37\|16.43\|654710;2026-06-01\|16.35\|-0.49\|16.58\|16.98\|16.33\|472922;2026-06-02\|15.69\|-4.04\|16.49\|16.65\|15.42\|410910;2026-06-03\|16.13\|2.80\|15.66\|16.35\|15.49\|391058;2026-06-04\|15.97\|-0.99\|15.83\|16.29\|15.71\|246821;2026-06-05\|15.76\|-1.31\|15.70\|16.08\|15.41\|306670;2026-06-08\|15.26\|-3.17\|15.44\|16.55\|15.10\|421574;2026-06-09\|15.24\|0.40\|16.20\|16.27\|15.16\|534438;2026-06-10\|15.23\|-0.07\|15.18\|15.77\|14.71\|469165;2026-06-11\|14.97\|-1.71\|15.32\|15.35\|14.83\|301913;2026-06-12\|14.94\|-0.20\|15.21\|15.59\|14.80\|363620;2026-06-15\|15.09\|1.00\|15.00\|15.14\|14.50\|347406;2026-06-16\|15.29\|1.33\|15.00\|16.10\|14.80\|547601;2026-06-17\|14.97\|-2.09\|15.13\|15.55\|14.96\|372066;2026-06-18\|14.23\|-4.94\|14.83\|14.85\|14.17\|461606;2026-06-22\|14.26\|0.21\|14.23\|14.29\|13.75\|351205;2026-06-23\|14.36\|0.70\|14.22\|14.57\|13.88\|317261;2026-06-24\|15.79\|9.96\|14.21\|15.80\|14.03\|611471;2026-06-25\|15.37\|-2.66\|16.06\|16.26\|15.33\|580296;2026-06-26\|14.91\|-2.99\|15.56\|16.05\|14.72\|483143;2026-06-29\|14.36\|-3.69\|14.60\|14.80\|13.94\|389880;2026-06-30\|14.64\|1.95\|14.31\|14.70\|14.05\|265130;2026-07-01\|14.46\|-1.23\|14.59\|14.80\|14.21\|332629;2026-07-02\|13.84\|-4.29\|14.25\|14.66\|13.81\|350917;2026-07-03\|13.87\|0.22\|13.99\|14.10\|13.70\|250543;2026-07-06\|13.87\|0.00\|13.89\|14.48\|13.78\|249457;2026-07-07\|13.30\|-4.11\|13.81\|13.87\|13.26\|234438;2026-07-08\|12.89\|-3.08\|13.31\|13.49\|12.80\|211681;2026-07-09\|12.95\|0.47\|13.07\|13.13\|12.50\|203964;2026-07-10\|13.16\|1.62\|13.00\|13.48\|12.94\|231414	高压级联储能龙头+参股粤芯半导体。国内少数具备35kV高压直挂级联储能系统厂商，智光储能2025年新签订单超30亿元，Q1净利润同比+161%。拟收购智光储能剩余股权实现100%控股，引入国开制造等国家级产业资本。持有粤芯半导体约5.46%股权，市场炒作粤芯潜在IPO预期带来的隐性股权资产重估。6月下旬新型储能政策暖风+独立储能商业模式跑通。2026-06-24涨停(15.79元)。
116666	消息称台积电先进制程代工将全线涨价	存储芯片测试+半导体设备+国产替代+业绩大增行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月25日公告，公司2026年一季度营收13.78亿元，同比增长69.09%，归母净利润3.53亿元，同比增长217.60%，主因销售需求持续增长。 2、据2026年3月10日募集说明书，CP12-Memory探针台用于存储芯片测试，国产化率低、市场空间大，目前处于样机测试阶段，公司继续推进其研发及产业化。 3、据2025年度报告，公司测试机、分选机核心指标国内领先，已获长电科技、华天科技、通富微电等龙头封测厂批量使用，实现部分进口替代。	公司半导体测试设备龙头，存储测试机放量	2026-03-03\|128.90\|-8.06\|141.30\|141.50\|128.58\|249158;2026-03-04\|129.10\|0.16\|126.59\|131.88\|126.59\|163809;2026-03-05\|130.85\|1.36\|133.00\|134.85\|129.21\|184563;2026-03-06\|128.95\|-1.45\|131.58\|132.18\|128.11\|129522;2026-03-09\|126.90\|-1.59\|122.52\|127.50\|120.30\|217128;2026-03-10\|132.65\|4.53\|130.00\|133.76\|129.35\|179012;2026-03-11\|128.97\|-2.77\|132.14\|134.28\|127.80\|177042;2026-03-12\|124.59\|-3.40\|129.01\|129.50\|123.25\|175318;2026-03-13\|124.20\|-0.31\|123.59\|128.10\|122.51\|140711;2026-03-16\|123.58\|-0.50\|123.98\|124.44\|118.72\|177542;2026-03-17\|121.60\|-1.60\|124.46\|126.90\|121.21\|151630;2026-03-18\|128.65\|5.80\|124.00\|128.85\|123.00\|211632;2026-03-19\|124.35\|-3.34\|126.00\|126.85\|123.70\|149601;2026-03-20\|123.62\|-0.59\|125.92\|128.50\|123.55\|176760;2026-03-23\|117.00\|-5.36\|121.09\|123.35\|114.99\|184923;2026-03-24\|120.92\|3.35\|119.00\|121.50\|116.55\|148131;2026-03-25\|124.14\|2.66\|123.88\|127.06\|122.01\|168001;2026-03-26\|120.89\|-2.62\|123.60\|124.89\|120.44\|108425;2026-03-27\|123.09\|1.82\|118.91\|124.48\|117.99\|114829;2026-03-30\|125.49\|1.95\|121.24\|126.88\|119.80\|162318;2026-03-31\|121.05\|-3.54\|125.11\|125.60\|120.90\|128850;2026-04-01\|124.48\|2.83\|124.00\|127.89\|123.00\|150864;2026-04-02\|115.80\|-6.97\|124.00\|124.36\|114.55\|211909;2026-04-03\|115.00\|-0.69\|117.12\|117.50\|114.70\|101802;2026-04-07\|118.98\|3.46\|116.50\|122.00\|115.50\|149196;2026-04-08\|130.51\|9.69\|125.00\|131.07\|123.35\|253288;2026-04-09\|134.20\|2.83\|128.80\|136.16\|128.01\|227307;2026-04-10\|138.05\|2.87\|136.07\|140.90\|135.10\|192344;2026-04-13\|135.29\|-2.00\|136.96\|139.00\|135.01\|149717;2026-04-14\|139.82\|3.35\|137.18\|142.30\|136.00\|222662;2026-04-15\|141.21\|0.99\|141.00\|148.00\|139.30\|228754;2026-04-16\|154.09\|9.12\|141.22\|154.51\|141.22\|307524;2026-04-17\|150.70\|-2.20\|153.70\|153.70\|148.75\|213630;2026-04-20\|151.80\|0.73\|150.99\|155.55\|150.50\|189293;2026-04-21\|148.30\|-2.31\|151.44\|151.44\|146.41\|155107;2026-04-22\|152.30\|2.70\|148.00\|152.91\|147.26\|182743;2026-04-23\|155.61\|2.17\|153.52\|159.67\|151.93\|208448;2026-04-24\|158.00\|1.54\|157.50\|161.30\|154.66\|185311;2026-04-27\|175.02\|10.77\|160.83\|179.00\|158.58\|436266;2026-04-28\|179.31\|2.45\|176.46\|188.00\|173.99\|391566;2026-04-29\|174.30\|-2.79\|178.84\|180.58\|171.93\|277522;2026-04-30\|174.20\|-0.06\|176.29\|177.29\|167.32\|326916;2026-05-06\|176.20\|1.15\|177.70\|183.50\|175.36\|342173;2026-05-07\|185.80\|5.45\|177.78\|187.59\|173.45\|305113;2026-05-08\|182.01\|-2.04\|180.01\|187.50\|179.47\|219670;2026-05-11\|218.41\|20.00\|186.00\|218.41\|183.98\|470624;2026-05-12\|213.08\|-2.44\|219.99\|220.00\|209.00\|307598;2026-05-13\|228.00\|7.00\|210.12\|228.00\|202.81\|406427;2026-05-14\|208.87\|-8.39\|225.00\|226.24\|208.30\|386715;2026-05-15\|209.50\|0.30\|213.04\|219.31\|194.98\|434012;2026-05-18\|209.17\|-0.16\|211.00\|214.00\|203.31\|289392;2026-05-19\|224.05\|7.11\|208.49\|227.68\|203.15\|389886;2026-05-20\|241.56\|7.82\|229.82\|249.77\|228.07\|381253;2026-05-21\|234.77\|-2.81\|244.00\|258.02\|234.00\|426754;2026-05-22\|236.02\|0.53\|237.71\|241.77\|229.50\|348710;2026-05-25\|248.00\|5.08\|236.00\|258.68\|226.03\|383323;2026-05-26\|235.10\|-5.20\|243.54\|247.93\|229.00\|315271;2026-05-27\|220.20\|-6.34\|234.00\|236.00\|219.16\|343397;2026-05-28\|219.03\|-0.53\|221.40\|223.00\|214.02\|270932;2026-05-29\|210.79\|-3.76\|222.50\|223.60\|207.68\|288253;2026-06-01\|203.64\|-3.39\|209.00\|218.60\|203.23\|265570;2026-06-02\|207.62\|1.95\|205.00\|212.30\|199.73\|232973;2026-06-03\|214.25\|3.19\|208.21\|222.59\|206.00\|316187;2026-06-04\|223.35\|4.30\|214.00\|227.86\|211.00\|273089;2026-06-05\|206.73\|-7.44\|218.36\|218.51\|205.60\|305963;2026-06-08\|200.40\|-3.06\|190.00\|206.00\|190.00\|227561;2026-06-09\|212.73\|6.15\|207.22\|213.99\|203.20\|214971;2026-06-10\|226.74\|6.59\|212.50\|232.85\|210.79\|363042;2026-06-11\|232.84\|2.69\|229.00\|234.27\|225.01\|292254;2026-06-12\|223.12\|-4.17\|247.10\|253.38\|223.12\|375510;2026-06-15\|231.45\|3.73\|230.00\|232.50\|220.18\|233135;2026-06-16\|240.40\|3.87\|231.50\|243.49\|229.50\|238415;2026-06-17\|264.01\|9.82\|236.00\|265.00\|236.00\|313188;2026-06-18\|264.10\|0.03\|263.00\|271.21\|261.56\|220181;2026-06-22\|268.49\|1.66\|267.00\|268.95\|254.72\|246640;2026-06-23\|279.40\|4.06\|269.98\|294.97\|268.78\|455451;2026-06-24\|307.35\|10.00\|275.26\|314.63\|272.68\|405481;2026-06-25\|309.99\|0.86\|310.01\|316.50\|298.90\|324229;2026-06-26\|314.90\|1.58\|311.00\|332.00\|310.95\|351554;2026-06-29\|337.90\|7.30\|318.00\|338.00\|311.03\|356787;2026-06-30\|341.42\|1.04\|331.00\|345.43\|324.00\|280997;2026-07-01\|333.67\|-2.27\|349.91\|363.58\|325.00\|324026;2026-07-02\|301.46\|-9.65\|316.99\|329.99\|297.99\|395247;2026-07-03\|302.71\|0.41\|300.00\|313.21\|286.00\|342750;2026-07-06\|304.00\|0.43\|307.46\|313.50\|289.99\|262994;2026-07-07\|304.33\|0.11\|298.00\|311.88\|295.66\|202767;2026-07-08\|317.22\|4.24\|305.02\|332.18\|287.59\|311328;2026-07-09\|374.00\|17.90\|325.00\|375.18\|310.49\|397850;2026-07-10\|352.31\|-5.80\|379.60\|395.00\|349.18\|387162	半导体测试设备龙头+AI芯片测试需求+中报业绩翻倍。6月22日晚公告2026H1归母净利润9亿~10亿元，同比+110.76%~+134.18%，Q2单季净利环比+55%~+83%，超市场预期。高端SoC数字测试机（D9000系列）批量供货，适配国产AI芯片（昇腾/寒武纪等）及先进封装测试需求。国内少数覆盖测试机/分选机/探针台/AOI四品类厂商，大基金二期持股。2026-06-23大涨近9%，06-24续涨超10%创历史新高。
116665	消息称台积电先进制程代工将全线涨价	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-03-03\|37.03\|-4.27\|38.85\|39.38\|37.03\|8544;2026-03-04\|37.00\|-0.08\|37.12\|37.89\|36.72\|7588;2026-03-05\|37.41\|1.11\|37.30\|38.35\|37.16\|5158;2026-03-06\|38.74\|3.56\|37.41\|38.79\|37.37\|6166;2026-03-09\|38.86\|0.31\|37.90\|39.33\|37.35\|8565;2026-03-10\|40.18\|3.40\|39.20\|40.41\|39.00\|8270;2026-03-11\|39.55\|-1.57\|40.15\|40.50\|39.40\|7428;2026-03-12\|38.66\|-2.25\|39.74\|39.99\|38.36\|7502;2026-03-13\|37.89\|-1.99\|38.83\|38.97\|37.60\|5310;2026-03-16\|37.51\|-1.00\|37.68\|38.30\|36.92\|7625;2026-03-17\|35.91\|-4.27\|37.65\|37.97\|35.71\|9558;2026-03-18\|36.81\|2.51\|35.87\|36.81\|35.63\|6298;2026-03-19\|35.35\|-3.97\|36.24\|36.68\|35.11\|6143;2026-03-20\|34.49\|-2.43\|35.40\|36.04\|34.37\|9350;2026-03-23\|31.55\|-8.52\|33.99\|33.99\|31.01\|11817;2026-03-24\|33.53\|6.28\|32.92\|33.56\|31.62\|9887;2026-03-25\|34.17\|1.91\|33.69\|34.68\|33.53\|7190;2026-03-26\|33.13\|-3.04\|33.72\|34.48\|32.60\|6783;2026-03-27\|34.47\|4.04\|32.70\|34.64\|32.70\|10382;2026-03-30\|34.79\|0.93\|34.00\|34.85\|33.73\|6934;2026-03-31\|34.16\|-1.81\|34.49\|35.13\|33.85\|6111;2026-04-01\|34.60\|1.29\|34.76\|34.95\|34.20\|6732;2026-04-02\|33.97\|-1.82\|34.50\|35.05\|33.58\|7225;2026-04-03\|33.50\|-1.38\|33.93\|34.18\|32.88\|5307;2026-04-07\|34.19\|2.06\|33.35\|34.43\|33.02\|7331;2026-04-08\|35.95\|5.15\|34.99\|35.99\|34.84\|7794;2026-04-09\|35.19\|-2.11\|35.80\|36.16\|35.01\|7176;2026-04-10\|35.42\|0.65\|35.68\|36.04\|35.24\|5693;2026-04-13\|35.01\|-1.16\|35.44\|35.47\|34.59\|5898;2026-04-14\|35.00\|-0.03\|35.61\|35.85\|34.61\|6694;2026-04-15\|34.99\|-0.03\|35.17\|35.43\|34.81\|6133;2026-04-16\|35.64\|1.86\|35.05\|35.77\|34.62\|6903;2026-04-17\|35.81\|0.48\|35.63\|35.86\|35.35\|6042;2026-04-20\|36.40\|1.65\|35.81\|36.56\|35.46\|7050;2026-04-21\|35.82\|-1.59\|36.00\|36.39\|35.52\|5914;2026-04-22\|35.58\|-0.67\|36.00\|36.00\|35.30\|4634;2026-04-23\|34.48\|-3.09\|35.51\|35.53\|34.37\|6520;2026-04-24\|35.11\|1.83\|34.12\|35.36\|34.12\|6263;2026-04-27\|36.13\|2.91\|35.15\|36.38\|35.00\|7152;2026-04-28\|36.08\|-0.14\|36.10\|36.47\|35.51\|8011;2026-04-29\|36.65\|1.58\|36.00\|37.16\|35.52\|9923;2026-04-30\|36.73\|0.22\|36.35\|36.98\|36.35\|8148;2026-05-06\|35.91\|-2.23\|36.65\|37.20\|35.91\|14040;2026-05-07\|36.18\|0.75\|36.20\|36.96\|35.92\|13065;2026-05-08\|36.66\|1.33\|36.19\|36.85\|35.83\|9664;2026-05-11\|36.68\|0.05\|36.89\|37.17\|36.30\|11358;2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|2429518	高端质谱仪(ICP-MS/MS)+半导体痕量检测+科学仪器自主可控。自研LabMS 3000/5000 ICP-MS/MS是国内少数通过SEMI S2认证的高端质谱仪，可检测硅片/湿电子化学品中ppt级痕量污染。2026科学仪器开发者大会强化国产替代政策预期，小市值(30多亿)科创板20CM弹性标的。注意：2025年ICP-MS收入仅3220万占总营收8%，半导体领域收入占比<2%。2026-06-05 20CM涨停(48.16元)，06-24再度涨超10%(73.50元)。
116664	消息称台积电先进制程代工将全线涨价	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-03\|22.33\|-5.02\|24.30\|24.58\|22.30\|80944;2026-03-04\|22.15\|-0.81\|22.01\|22.91\|21.94\|45933;2026-03-05\|21.90\|-1.13\|22.70\|22.70\|21.50\|54194;2026-03-06\|22.30\|1.83\|21.80\|22.65\|21.70\|47916;2026-03-09\|21.65\|-2.91\|21.78\|21.90\|20.95\|48698;2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|27213237	高性能聚酰亚胺(PI)薄膜龙头，电子PI膜用于FPC/芯片封装/COF，半导体制程用PI薄膜通过韩国半导体企业评测并小批量供货→被贴"先进封装材料+柔性屏基材"标签。催化：AI-PCB/载板需求→高端PI膜国产替代。
116663	消息称台积电先进制程代工将全线涨价	半导体封测+第三代半导体+订单满产 1、据2026年1月29日业绩预告，公司预计2025年净利润3300–4800万元，同比扭亏，主因国产化机械划切设备在先进封装领域放量，2025年三季度起新增订单持续增加且交货量加大。 2、据2026年1月23日机构调研纪要，国产半导体机械划片设备自2025年7月以来已满产运行，大客户订单占国内新增订单约50%，产能利用率与订单同步提升。 3、据2025年10月30日互动易及2025年4月29日年度报告，公司切割划片机已覆盖碳化硅、氮化镓等第三代半导体材料，8英寸激光隐切机即将推向市场，形成设备+核心零部件+耗材的完整国产化能力。	1、公司12寸高精密切割设备支持先进封装制程，已服务于CPO共封装光学领域并形成正式销售订单； 2、公司在玻璃、陶瓷等硬脆材料切割方面积累丰富经验，将结合行业技术发展推动新产品开发	2026-03-03\|25.90\|-10.97\|28.70\|28.80\|25.90\|310885;2026-03-04\|25.94\|0.15\|26.00\|26.65\|25.57\|197705;2026-03-05\|29.33\|13.07\|27.00\|29.50\|26.00\|373778;2026-03-06\|32.71\|11.52\|28.30\|33.22\|28.30\|464206;2026-03-09\|32.60\|-0.34\|32.81\|33.00\|31.07\|280039;2026-03-10\|33.46\|2.64\|32.85\|34.10\|32.64\|219564;2026-03-11\|32.70\|-2.27\|33.82\|34.25\|32.50\|210808;2026-03-12\|31.78\|-2.81\|32.78\|32.98\|31.50\|157878;2026-03-13\|30.58\|-3.78\|30.90\|31.63\|29.51\|201257;2026-03-16\|30.52\|-0.20\|30.66\|30.85\|29.00\|188760;2026-03-17\|29.80\|-2.36\|31.18\|31.23\|29.80\|167991;2026-03-18\|31.50\|5.70\|30.02\|32.25\|30.01\|243497;2026-03-19\|30.39\|-3.52\|30.90\|31.38\|30.11\|147689;2026-03-20\|29.16\|-4.05\|30.65\|31.05\|29.08\|165631;2026-03-23\|26.47\|-9.22\|28.00\|28.41\|26.15\|268782;2026-03-24\|27.78\|4.95\|27.37\|27.78\|26.03\|212585;2026-03-25\|27.81\|0.11\|27.94\|29.30\|27.61\|199642;2026-03-26\|27.02\|-2.84\|28.01\|28.01\|26.95\|124111;2026-03-27\|28.40\|5.11\|26.41\|28.93\|26.30\|187297;2026-03-30\|28.55\|0.53\|27.81\|29.02\|27.11\|194431;2026-03-31\|26.98\|-5.50\|28.70\|28.72\|26.88\|153323;2026-04-01\|28.53\|5.75\|28.00\|29.40\|27.81\|229086;2026-04-02\|27.54\|-3.47\|28.05\|28.37\|27.33\|143129;2026-04-03\|27.38\|-0.58\|27.86\|28.56\|27.38\|129659;2026-04-07\|27.80\|1.53\|27.58\|28.66\|27.04\|117741;2026-04-08\|31.10\|11.87\|29.40\|31.27\|28.57\|253694;2026-04-09\|31.48\|1.22\|30.69\|32.30\|30.39\|208867;2026-04-10\|33.43\|6.19\|33.00\|34.90\|32.29\|277664;2026-04-13\|32.57\|-2.57\|32.98\|33.93\|32.36\|195056;2026-04-14\|32.63\|0.18\|32.89\|33.32\|32.00\|213498;2026-04-15\|34.35\|5.27\|32.58\|36.29\|32.45\|289547;2026-04-16\|34.15\|-0.58\|34.35\|34.75\|33.60\|203936;2026-04-17\|34.69\|1.58\|34.22\|35.28\|33.31\|172140;2026-04-20\|33.94\|-2.16\|34.68\|34.68\|33.71\|149643;2026-04-21\|33.55\|-1.15\|33.96\|34.55\|33.38\|135788;2026-04-22\|33.90\|1.04\|33.31\|33.90\|32.68\|118683;2026-04-23\|33.38\|-1.53\|33.68\|34.09\|32.94\|111513;2026-04-24\|34.55\|3.51\|34.35\|36.37\|34.00\|326265;2026-04-27\|36.58\|5.88\|34.77\|37.51\|33.91\|289634;2026-04-28\|37.46\|2.41\|36.25\|38.58\|35.58\|285499;2026-04-29\|36.34\|-2.99\|37.20\|37.79\|36.30\|195388;2026-04-30\|35.87\|-1.29\|36.41\|36.58\|34.91\|218381;2026-05-06\|36.24\|1.03\|36.12\|37.62\|35.92\|225292;2026-05-07\|37.81\|4.33\|36.01\|38.34\|35.79\|293564;2026-05-08\|37.34\|-1.24\|37.00\|38.28\|36.32\|187189;2026-05-11\|39.90\|6.86\|38.00\|41.41\|38.00\|309342;2026-05-12\|37.99\|-4.79\|40.00\|40.00\|37.00\|302821;2026-05-13\|37.91\|-0.21\|37.03\|39.57\|36.70\|317511;2026-05-14\|39.42\|3.98\|38.38\|40.80\|37.96\|352335;2026-05-15\|38.90\|-1.32\|39.01\|41.20\|37.51\|478356;2026-05-18\|39.38\|1.23\|39.01\|40.52\|37.65\|297481;2026-05-19\|41.53\|5.46\|38.50\|41.69\|38.10\|358065;2026-05-20\|42.46\|2.24\|41.20\|42.60\|40.00\|334390;2026-05-21\|37.05\|-12.74\|42.49\|42.90\|36.64\|407533;2026-05-22\|37.96\|2.46\|37.21\|38.38\|35.68\|298114;2026-05-25\|39.63\|4.40\|38.80\|40.20\|37.73\|338957;2026-05-26\|35.42\|-10.62\|39.00\|39.09\|34.58\|393128;2026-05-27\|33.83\|-4.49\|36.66\|36.96\|33.50\|303375;2026-05-28\|35.85\|5.97\|33.38\|36.00\|33.11\|257975;2026-05-29\|33.12\|-7.62\|35.90\|36.09\|32.84\|216718;2026-06-01\|32.48\|-1.93\|33.00\|34.29\|32.30\|177665;2026-06-02\|32.73\|0.77\|32.48\|33.44\|31.53\|137653;2026-06-03\|33.26\|1.62\|33.00\|34.67\|32.74\|190565;2026-06-04\|35.25\|5.98\|33.50\|35.85\|32.96\|263678;2026-06-05\|34.36\|-2.52\|35.00\|35.93\|33.88\|180364;2026-06-08\|32.84\|-4.42\|31.10\|34.64\|31.10\|178984;2026-06-09\|34.15\|3.99\|33.40\|34.35\|32.73\|145908;2026-06-10\|33.79\|-1.05\|33.66\|34.38\|32.88\|149274;2026-06-11\|34.54\|2.22\|33.50\|35.00\|33.36\|160672;2026-06-12\|36.13\|4.60\|37.00\|38.55\|35.87\|325145;2026-06-15\|37.16\|2.85\|36.63\|37.38\|35.95\|245079;2026-06-16\|36.37\|-2.13\|37.15\|37.42\|35.98\|220178;2026-06-17\|37.58\|3.33\|35.60\|37.65\|35.32\|246102;2026-06-18\|37.10\|-1.28\|37.16\|38.15\|36.55\|224249;2026-06-22\|35.97\|-3.05\|37.60\|38.81\|35.68\|307454;2026-06-23\|34.80\|-3.25\|36.03\|36.24\|34.01\|237433;2026-06-24\|38.50\|10.63\|34.20\|38.99\|34.00\|429184;2026-06-25\|38.18\|-0.83\|39.27\|39.52\|37.00\|313200;2026-06-26\|39.73\|4.06\|38.53\|41.80\|38.26\|465930;2026-06-29\|39.60\|-0.33\|41.24\|41.69\|37.60\|396211;2026-06-30\|42.68\|7.78\|40.66\|44.00\|40.05\|428673;2026-07-01\|44.85\|5.08\|43.11\|46.40\|42.51\|461584;2026-07-02\|42.90\|-4.35\|42.68\|46.12\|40.81\|406264;2026-07-03\|41.24\|-3.87\|42.69\|43.38\|40.54\|270514;2026-07-06\|40.43\|-1.96\|41.75\|41.82\|38.00\|266408;2026-07-07\|39.62\|-2.00\|39.78\|41.34\|39.20\|190999;2026-07-08\|38.97\|-1.64\|39.61\|40.89\|37.20\|215507;2026-07-09\|41.00\|5.21\|39.68\|41.16\|38.61\|245131;2026-07-10\|38.77\|-5.44\|41.01\|42.65\|38.56\|258942	半导体划片机龙头+先进封装+HBM+玻璃基板。6月23日公司确认国内半导体设备产能满产，国产机械划片设备已大批量生产供货。高端12英寸划片机、激光隐切设备可适配Chiplet/HBM堆叠芯片后道切割，对标日本DISCO，在长电、通富等取得批量订单。碳化硅6/8英寸专用划片机布局。TGV玻璃基板概念联动。2026-06-24大涨+10.63%(38.50元)，成交额15.86亿。
116662	消息称台积电先进制程代工将全线涨价	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-03-03\|186.60\|-7.50\|200.50\|204.00\|185.00\|62140;2026-03-04\|183.41\|-1.71\|182.78\|189.86\|181.00\|42735;2026-03-05\|187.22\|2.08\|190.71\|193.58\|183.53\|43706;2026-03-06\|188.48\|0.67\|185.01\|193.49\|183.70\|49718;2026-03-09\|178.50\|-5.29\|178.00\|180.00\|167.00\|65478;2026-03-10\|192.72\|7.97\|183.60\|193.38\|183.60\|45219;2026-03-11\|188.48\|-2.20\|192.61\|196.00\|187.34\|35554;2026-03-12\|186.00\|-1.32\|187.03\|190.91\|180.24\|36363;2026-03-13\|179.30\|-3.60\|185.00\|188.60\|179.30\|57828;2026-03-16\|178.48\|-0.46\|176.50\|179.00\|165.66\|61122;2026-03-17\|170.54\|-4.45\|179.55\|181.00\|170.08\|41726;2026-03-18\|177.40\|4.02\|173.40\|178.96\|171.37\|45296;2026-03-19\|168.56\|-4.98\|173.02\|175.88\|167.51\|38587;2026-03-20\|175.30\|4.00\|171.96\|180.50\|171.00\|70197;2026-03-23\|167.54\|-4.43\|170.00\|176.88\|166.66\|48555;2026-03-24\|181.49\|8.33\|172.90\|183.29\|167.60\|63829;2026-03-25\|185.18\|2.03\|182.37\|190.60\|181.80\|52085;2026-03-26\|180.23\|-2.67\|182.31\|187.08\|178.68\|39951;2026-03-27\|185.29\|2.81\|175.74\|190.58\|173.70\|42558;2026-03-30\|199.57\|7.71\|184.54\|199.75\|181.00\|77775;2026-03-31\|193.40\|-3.09\|196.00\|200.00\|190.90\|63311;2026-04-01\|195.00\|0.83\|201.00\|201.80\|193.00\|48157;2026-04-02\|187.70\|-3.74\|192.24\|194.78\|185.64\|32168;2026-04-03\|192.99\|2.82\|189.66\|199.50\|187.67\|44150;2026-04-07\|200.00\|3.63\|192.88\|206.00\|192.21\|57111;2026-04-08\|240.00\|20.00\|210.00\|240.00\|210.00\|122310;2026-04-09\|244.90\|2.04\|239.20\|251.95\|235.20\|98509;2026-04-10\|247.50\|1.06\|244.90\|254.97\|238.37\|76602;2026-04-13\|241.00\|-2.63\|240.40\|246.89\|237.00\|64659;2026-04-14\|236.88\|-1.71\|241.79\|247.21\|235.00\|75170;2026-04-15\|235.00\|-0.79\|248.73\|254.79\|233.27\|95923;2026-04-16\|236.82\|0.77\|234.60\|236.93\|224.90\|79503;2026-04-17\|240.95\|1.74\|234.80\|245.00\|230.78\|78418;2026-04-20\|243.93\|1.24\|244.91\|249.85\|237.88\|62996;2026-04-21\|255.88\|4.90\|242.00\|258.00\|239.28\|79994;2026-04-22\|257.66\|0.97\|253.33\|264.97\|252.00\|65481;2026-04-23\|240.95\|-6.49\|257.80\|261.70\|238.00\|70610;2026-04-24\|252.85\|4.94\|241.13\|258.88\|240.92\|68370;2026-04-27\|270.00\|6.78\|255.00\|275.00\|249.80\|69965;2026-04-28\|264.00\|-2.22\|269.94\|275.85\|260.34\|46162;2026-04-29\|264.95\|0.36\|260.73\|267.53\|255.55\|39327;2026-04-30\|257.75\|-2.72\|266.74\|268.80\|251.99\|56065;2026-05-06\|267.00\|3.59\|263.00\|274.96\|259.78\|58722;2026-05-07\|272.95\|2.23\|268.00\|274.10\|263.18\|41660;2026-05-08\|259.16\|-5.05\|268.10\|270.00\|256.00\|58687;2026-05-11\|266.43\|2.81\|264.34\|272.88\|252.02\|81661;2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|6144537	直写光刻（Maskless Lithography）+先进封装用LDI（激光直接成像）设备，mSAP工艺用于HBM/IC载板、CoWoS封装RDL层曝光，先进封装扩产核心受益设备。催化：先进封装扩产→载板/mSAP工艺需求→LDI设备订单预期。6/24涨超10%。
116661	消息称台积电先进制程代工将全线涨价	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-03-03\|46.50\|1.57\|45.99\|49.78\|45.71\|47365;2026-03-04\|46.05\|-0.97\|45.60\|47.86\|45.26\|36636;2026-03-05\|47.52\|3.19\|47.16\|49.03\|45.91\|43111;2026-03-06\|47.81\|0.61\|47.23\|48.58\|47.19\|25397;2026-03-09\|46.16\|-3.45\|47.00\|47.69\|44.63\|34318;2026-03-10\|47.22\|2.30\|46.86\|47.46\|46.68\|19274;2026-03-11\|47.29\|0.15\|47.38\|48.59\|47.02\|32909;2026-03-12\|47.66\|0.78\|47.30\|48.06\|46.35\|26779;2026-03-13\|46.07\|-3.34\|47.67\|48.86\|45.54\|30416;2026-03-16\|45.20\|-1.89\|45.92\|45.92\|44.37\|23074;2026-03-17\|42.22\|-6.59\|45.20\|45.72\|42.00\|26479;2026-03-18\|43.37\|2.72\|42.68\|43.42\|42.41\|18700;2026-03-19\|42.00\|-3.16\|42.93\|43.27\|41.80\|19366;2026-03-20\|41.59\|-0.98\|42.85\|42.98\|41.51\|17502;2026-03-23\|38.70\|-6.95\|40.20\|41.21\|38.28\|23897;2026-03-24\|41.37\|6.90\|40.00\|41.56\|39.40\|33742;2026-03-25\|45.02\|8.82\|41.10\|45.55\|41.10\|42021;2026-03-26\|43.73\|-2.87\|46.20\|47.08\|43.58\|50695;2026-03-27\|43.64\|-0.21\|43.59\|44.66\|42.51\|31736;2026-03-30\|42.33\|-3.00\|43.68\|43.75\|42.00\|22032;2026-03-31\|40.70\|-3.85\|42.40\|42.93\|40.70\|18480;2026-04-01\|41.62\|2.26\|41.94\|42.69\|41.26\|17858;2026-04-02\|41.70\|0.19\|41.61\|42.50\|40.81\|23794;2026-04-03\|41.04\|-1.58\|42.17\|42.97\|41.00\|16374;2026-04-07\|42.41\|3.34\|41.39\|42.88\|41.08\|22151;2026-04-08\|47.20\|11.29\|43.83\|47.35\|43.83\|58992;2026-04-09\|48.65\|3.07\|46.56\|49.49\|46.00\|56609;2026-04-10\|50.92\|4.67\|49.57\|51.88\|48.00\|71784;2026-04-13\|51.90\|1.92\|50.66\|52.11\|49.65\|47477;2026-04-14\|54.38\|4.78\|54.46\|54.98\|52.31\|63969;2026-04-15\|55.20\|1.51\|56.05\|57.68\|54.39\|67552;2026-04-16\|56.99\|3.24\|55.20\|57.50\|44.20\|59746;2026-04-17\|68.39\|20.00\|58.88\|68.39\|57.50\|142779;2026-04-20\|70.25\|2.72\|68.87\|74.01\|65.43\|159070;2026-04-21\|73.11\|4.07\|72.10\|74.74\|70.40\|125673;2026-04-22\|72.39\|-0.98\|74.93\|78.68\|70.92\|96544;2026-04-23\|78.21\|8.04\|73.66\|80.88\|73.00\|100454;2026-04-24\|77.78\|-0.55\|78.67\|79.93\|75.88\|70108;2026-04-27\|75.98\|-2.31\|78.30\|79.21\|74.61\|59836;2026-04-28\|66.77\|-12.12\|71.76\|71.90\|64.20\|107961;2026-04-29\|69.31\|3.80\|67.09\|70.80\|65.81\|68614;2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943	微电子焊接材料龙头（锡膏）+AI光模块+先进封装。高端T6/T7/T8超细粉锡膏可用于800G/1.6T光模块PCB SMT焊接及COB光引擎封装。锡膏产品可应用于BGA及倒装芯片等先进封装领域。2026Q1营收3.94亿(+27.44%)、净利2975万(+36.72%)。公司澄清光模块/先进封装营收占比<1%未阻情绪炒作。2026-06-04 20CM涨停，06-22/06-24/06-25继续大涨。
116660	消息称台积电先进制程代工将全线涨价	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	1、公司化合物半导体材料锑化镓（GaSb）、锑化铟（InSb）、碲锌镉（CdZnTe）初步产能建设完成并投入使用； 2、公司表示生产的锗可用于卫星太阳翼	2026-03-03\|41.62\|-2.48\|42.66\|43.38\|41.58\|29608;2026-03-04\|41.72\|0.24\|41.28\|41.98\|40.73\|24699;2026-03-05\|44.00\|5.46\|42.28\|44.45\|42.28\|53943;2026-03-06\|44.35\|0.80\|43.56\|44.64\|42.64\|50401;2026-03-09\|44.73\|0.86\|43.65\|45.63\|43.38\|52937;2026-03-10\|46.45\|3.85\|44.99\|46.51\|44.85\|61541;2026-03-11\|45.77\|-1.46\|46.22\|47.32\|45.51\|54236;2026-03-12\|44.86\|-1.99\|45.48\|45.76\|44.71\|29618;2026-03-13\|43.48\|-3.08\|44.88\|45.42\|43.40\|31662;2026-03-16\|43.48\|0.00\|43.50\|44.00\|42.33\|27623;2026-03-17\|44.10\|1.43\|43.48\|45.50\|42.82\|53607;2026-03-18\|44.70\|1.36\|44.20\|44.88\|44.00\|25774;2026-03-19\|42.49\|-4.94\|44.23\|44.33\|42.11\|37854;2026-03-20\|41.73\|-1.79\|42.63\|43.43\|41.68\|24643;2026-03-23\|40.89\|-2.01\|41.10\|43.26\|40.00\|44885;2026-03-24\|45.00\|10.05\|41.98\|45.78\|41.44\|78622;2026-03-25\|45.69\|1.53\|45.91\|46.38\|44.70\|59364;2026-03-26\|44.77\|-2.01\|46.21\|46.34\|44.40\|41091;2026-03-27\|46.70\|4.31\|44.30\|46.80\|44.30\|76380;2026-03-30\|47.90\|2.57\|45.99\|48.21\|45.61\|79763;2026-03-31\|47.94\|0.08\|47.00\|49.46\|47.00\|83131;2026-04-01\|48.72\|1.63\|48.85\|49.80\|48.17\|77389;2026-04-02\|47.76\|-1.97\|48.49\|49.20\|47.34\|59547;2026-04-03\|48.41\|1.36\|47.79\|50.14\|46.91\|82871;2026-04-07\|49.99\|3.26\|48.50\|50.50\|48.00\|83744;2026-04-08\|51.20\|2.42\|50.00\|51.73\|49.31\|97164;2026-04-09\|61.44\|20.00\|51.00\|61.44\|50.35\|214152;2026-04-10\|67.81\|10.37\|61.39\|69.42\|61.39\|300134;2026-04-13\|68.31\|0.74\|67.67\|69.70\|63.83\|180030;2026-04-14\|67.16\|-1.68\|69.05\|69.95\|64.80\|108279;2026-04-15\|67.15\|-0.01\|67.00\|69.50\|64.24\|112866;2026-04-16\|67.01\|-0.21\|67.00\|67.90\|65.00\|93442;2026-04-17\|70.92\|5.83\|68.35\|74.90\|65.80\|221996;2026-04-20\|76.00\|7.16\|70.26\|81.55\|69.15\|216022;2026-04-21\|80.26\|5.61\|75.02\|84.48\|74.10\|191041;2026-04-22\|90.10\|12.26\|79.32\|94.43\|75.87\|216860;2026-04-23\|87.07\|-3.36\|90.18\|92.98\|86.00\|145529;2026-04-24\|101.90\|17.03\|91.07\|103.52\|90.62\|171024;2026-04-27\|98.60\|-3.24\|98.88\|100.93\|93.00\|171780;2026-04-28\|95.55\|-3.09\|96.82\|101.45\|93.96\|123320;2026-04-29\|94.33\|-1.28\|94.24\|97.42\|91.65\|136395;2026-04-30\|96.80\|2.62\|94.36\|99.97\|92.18\|119658;2026-05-06\|110.54\|14.19\|101.32\|113.88\|101.32\|138290;2026-05-07\|113.60\|2.77\|112.31\|118.00\|105.60\|158802;2026-05-08\|115.20\|1.41\|111.65\|118.99\|110.31\|118049;2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;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	锗全产业链龙头+红外军工+卫星太阳能电池。锗锭/四氯化锗/AI光纤级锗材料年内持续涨价，国内加强出口管制配额管理，公司是少数具备从高纯锗提纯→区熔→红外锗晶体→探测器芯片全产业链的厂商。建成8英寸硅基MEMS非制冷红外探测器产线，用于车载夜视/安防/军工。锗基红外材料及太阳能电池可用于卫星。6月中上旬走出主升浪，2026-06-15 20CM涨停(收195.43元)。
116659	消息称台积电先进制程代工将全线涨价	先进封装+AI芯片+转债赎回行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-03-03\|44.36\|-4.81\|46.50\|47.65\|44.00\|143858;2026-03-04\|43.63\|-1.65\|43.86\|45.97\|43.22\|133006;2026-03-05\|42.92\|-1.63\|45.01\|45.35\|42.35\|138872;2026-03-06\|42.21\|-1.65\|42.48\|43.35\|42.08\|109431;2026-03-09\|39.91\|-5.45\|40.00\|40.40\|38.00\|159981;2026-03-10\|42.19\|5.71\|40.91\|42.69\|40.75\|133260;2026-03-11\|40.86\|-3.15\|42.17\|42.69\|40.67\|99762;2026-03-12\|40.00\|-2.10\|40.61\|41.18\|39.20\|96058;2026-03-13\|39.11\|-2.23\|39.46\|40.38\|38.94\|75331;2026-03-16\|39.88\|1.97\|39.00\|39.94\|37.80\|109935;2026-03-17\|38.35\|-3.84\|40.00\|40.18\|38.26\|63815;2026-03-18\|39.34\|2.58\|38.75\|39.53\|38.37\|65079;2026-03-19\|38.19\|-2.92\|38.61\|38.93\|37.88\|66127;2026-03-20\|36.86\|-3.48\|38.60\|38.72\|36.58\|90618;2026-03-23\|34.75\|-5.72\|36.06\|37.00\|34.35\|116322;2026-03-24\|35.94\|3.42\|35.53\|36.26\|34.30\|97678;2026-03-25\|36.33\|1.09\|36.29\|37.34\|35.94\|95045;2026-03-26\|36.80\|1.29\|36.00\|38.18\|35.82\|178676;2026-03-27\|37.50\|1.90\|36.05\|38.10\|35.80\|109800;2026-03-30\|38.31\|2.16\|37.00\|39.10\|36.10\|146943;2026-03-31\|36.84\|-3.84\|38.00\|38.37\|36.66\|89777;2026-04-01\|39.74\|7.87\|38.00\|40.27\|37.43\|191564;2026-04-02\|38.14\|-4.03\|38.96\|39.94\|37.70\|115849;2026-04-03\|38.02\|-0.31\|38.22\|38.88\|37.89\|106522;2026-04-07\|39.80\|4.68\|38.14\|40.47\|38.14\|183791;2026-04-08\|42.91\|7.81\|41.50\|43.15\|40.90\|157208;2026-04-09\|44.02\|2.59\|42.51\|46.28\|42.30\|210133;2026-04-10\|43.14\|-2.00\|45.02\|46.22\|43.11\|150887;2026-04-13\|45.30\|5.01\|42.80\|45.88\|42.80\|179532;2026-04-14\|47.66\|5.21\|45.90\|48.15\|45.11\|180602;2026-04-15\|47.53\|-0.27\|48.00\|49.25\|47.31\|168015;2026-04-16\|48.65\|2.36\|48.34\|49.68\|47.82\|125301;2026-04-17\|48.20\|-0.93\|48.38\|49.73\|47.50\|112839;2026-04-20\|47.48\|-1.49\|48.00\|48.80\|45.93\|178327;2026-04-21\|44.68\|-5.90\|46.24\|46.79\|43.94\|207001;2026-04-22\|47.85\|7.09\|44.88\|48.82\|43.34\|231696;2026-04-23\|45.95\|-3.97\|47.74\|47.99\|45.31\|123850;2026-04-24\|46.79\|1.83\|45.78\|48.44\|45.06\|192917;2026-04-27\|48.80\|4.30\|47.50\|49.83\|46.97\|185115;2026-04-28\|47.60\|-2.46\|48.00\|50.34\|47.18\|141933;2026-04-29\|46.72\|-1.85\|47.07\|47.90\|46.01\|97385;2026-04-30\|49.21\|5.33\|47.30\|49.55\|47.00\|166850;2026-05-06\|48.81\|-0.81\|51.00\|52.00\|48.70\|218796;2026-05-07\|49.99\|2.42\|49.00\|51.58\|48.11\|271358;2026-05-08\|48.39\|-3.20\|48.80\|48.97\|47.50\|162946;2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|50193009	FC倒装/SiP/QFN/WLP全品类先进封装，聚焦中高端，直接受益AI芯片/Chiplet封装需求外溢，产能持续扩张（二期项目）。催化：先进封装超级景气周期叙事（花旗上调封测目标价）；AI算力芯片客户放量预期。6/24大涨超12%。
116658	消息称台积电先进制程代工将全线涨价	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-03-03\|208.00\|-3.69\|216.99\|224.59\|205.80\|53073;2026-03-04\|203.87\|-1.99\|203.00\|209.40\|198.10\|41193;2026-03-05\|206.52\|1.30\|209.00\|211.96\|204.00\|35412;2026-03-06\|189.79\|-8.10\|205.84\|209.58\|187.35\|80536;2026-03-09\|181.88\|-4.17\|182.01\|185.58\|175.29\|96099;2026-03-10\|184.40\|1.39\|186.01\|188.64\|181.90\|54297;2026-03-11\|178.33\|-3.29\|182.00\|185.98\|175.77\|71894;2026-03-12\|176.15\|-1.22\|178.15\|180.00\|173.58\|52760;2026-03-13\|172.50\|-2.07\|173.00\|176.84\|171.00\|44929;2026-03-16\|174.50\|1.16\|173.40\|174.65\|167.68\|43818;2026-03-17\|170.14\|-2.50\|175.00\|177.78\|170.01\|32213;2026-03-18\|170.92\|0.46\|171.49\|173.38\|168.85\|28799;2026-03-19\|165.72\|-3.04\|167.66\|170.91\|164.38\|32940;2026-03-20\|165.01\|-0.43\|167.58\|169.98\|165.00\|49222;2026-03-23\|156.45\|-5.19\|164.00\|165.08\|155.00\|57246;2026-03-24\|159.09\|1.69\|159.00\|159.15\|154.00\|34645;2026-03-25\|167.77\|5.46\|162.30\|169.69\|161.88\|56805;2026-03-26\|164.00\|-2.25\|165.17\|166.83\|162.21\|38616;2026-03-27\|171.60\|4.63\|164.00\|172.55\|160.39\|55909;2026-03-30\|176.22\|2.69\|167.99\|178.93\|166.08\|69837;2026-03-31\|167.56\|-4.91\|174.50\|175.66\|167.30\|41800;2026-04-01\|172.85\|3.16\|171.88\|174.57\|168.16\|39898;2026-04-02\|166.46\|-3.70\|171.60\|171.60\|164.51\|34449;2026-04-03\|164.26\|-1.32\|168.10\|168.80\|162.80\|24158;2026-04-07\|169.48\|3.18\|167.88\|173.34\|166.42\|31828;2026-04-08\|180.00\|6.21\|177.36\|180.87\|173.36\|51444;2026-04-09\|178.63\|-0.76\|176.00\|184.76\|175.87\|40437;2026-04-10\|184.45\|3.26\|183.00\|188.36\|180.00\|46678;2026-04-13\|183.20\|-0.68\|181.00\|186.80\|180.10\|34208;2026-04-14\|195.13\|6.51\|186.21\|197.91\|183.50\|65135;2026-04-15\|181.99\|-6.73\|199.13\|199.43\|181.32\|65048;2026-04-16\|184.23\|1.23\|182.90\|189.98\|180.30\|61861;2026-04-17\|182.00\|-1.21\|181.00\|185.31\|178.90\|47621;2026-04-20\|181.82\|-0.10\|178.20\|188.28\|176.78\|57637;2026-04-21\|176.80\|-2.76\|181.25\|182.25\|173.72\|52295;2026-04-22\|187.00\|5.77\|176.40\|189.66\|176.40\|76726;2026-04-23\|183.02\|-2.13\|189.00\|190.00\|178.58\|64012;2026-04-24\|179.95\|-1.68\|185.00\|187.95\|179.79\|53523;2026-04-27\|212.00\|17.81\|182.00\|215.94\|180.17\|166136;2026-04-28\|201.50\|-4.95\|206.00\|213.00\|197.00\|106869;2026-04-29\|205.00\|1.74\|201.50\|206.55\|195.10\|94613;2026-04-30\|232.11\|13.22\|198.50\|245.00\|195.69\|167451;2026-05-06\|233.00\|0.38\|232.11\|248.48\|226.40\|132400;2026-05-07\|238.09\|2.18\|229.00\|238.09\|222.22\|94020;2026-05-08\|227.97\|-4.25\|232.00\|236.81\|227.68\|69485;2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|8269615	前道涂胶显影设备国内唯一量产(对标东京电子TEL)+存储扩产受益+北方华创入驻+化学清洗放量。产品进入长江存储、长鑫、中芯国际批量供货。3D NAND层数提升及HBM产线增加光刻涂胶工序。化学清洗设备获批量重复性订单。北方华创成为控股股东(实控人北京电控)，深度协同大基金三期背景。2026-06-24大涨+12.06%(318.00元)，半导体设备领涨核心。
116657	消息称台积电先进制程代工将全线涨价	先进封装+显示驱动芯片+合肥国资行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月14日机构调研，公司以5000万元增资成都奕成科技，补齐板级系统集成、高密度RDL及异构集成技术短板，形成完整先进封测能力闭环，提升对AI、HPC、汽车电子等高毛利领域覆盖。 2、据2025年年度报告，公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程显示驱动芯片封测量产能力，并发展了电源管理芯片、射频前端芯片等多元化封测业务。 3、据2025年年度报告，公司实控人为合肥市人民政府国有资产监督管理委员会；据2026年6月4日机构调研，公司正推进苏州厂区三期地块资本支出项目，拟计划投入24.54亿元布局先进封装产能建设。	公司是中国境内最早专业从事 8 吋及 12 吋显示驱动芯片先进封测并可提供全制程（Turn-key）封测服务的企业之一，近年来公司显示驱动芯片封测收入及封装芯片的出货量均位列中国境内第一、全球第三	2026-03-03\|13.66\|-5.01\|14.45\|14.58\|13.64\|188145;2026-03-04\|13.65\|-0.07\|13.56\|14.03\|13.55\|117957;2026-03-05\|14.00\|2.56\|13.97\|14.28\|13.91\|145198;2026-03-06\|13.90\|-0.71\|13.91\|14.09\|13.86\|101659;2026-03-09\|13.73\|-1.22\|13.62\|13.77\|13.26\|123733;2026-03-10\|14.12\|2.84\|13.92\|14.22\|13.91\|118571;2026-03-11\|13.99\|-0.92\|14.12\|14.26\|13.97\|90957;2026-03-12\|13.80\|-1.36\|13.95\|14.02\|13.69\|85692;2026-03-13\|13.55\|-1.81\|13.61\|13.93\|13.50\|99548;2026-03-16\|13.81\|1.92\|13.53\|13.87\|13.38\|110419;2026-03-17\|13.40\|-2.97\|13.78\|13.80\|13.40\|103439;2026-03-18\|13.59\|1.42\|13.51\|13.61\|13.30\|92587;2026-03-19\|13.08\|-3.75\|13.41\|13.41\|13.03\|140313;2026-03-20\|12.77\|-2.37\|13.15\|13.21\|12.77\|101222;2026-03-23\|11.91\|-6.73\|12.60\|12.70\|11.82\|149752;2026-03-24\|12.18\|2.27\|12.15\|12.23\|11.87\|90431;2026-03-25\|12.34\|1.31\|12.26\|12.48\|12.21\|97398;2026-03-26\|12.15\|-1.54\|12.33\|12.37\|12.08\|82259;2026-03-27\|12.26\|0.91\|12.01\|12.34\|11.96\|71043;2026-03-30\|12.16\|-0.82\|12.10\|12.21\|11.94\|71477;2026-03-31\|11.96\|-1.64\|12.12\|12.33\|11.92\|79052;2026-04-01\|12.23\|2.26\|12.24\|12.28\|12.08\|87046;2026-04-02\|11.96\|-2.21\|12.22\|12.23\|11.86\|92635;2026-04-03\|11.87\|-0.75\|11.99\|12.07\|11.86\|66148;2026-04-07\|12.08\|1.77\|11.91\|12.18\|11.91\|63200;2026-04-08\|12.66\|4.80\|12.45\|12.67\|12.37\|114508;2026-04-09\|12.67\|0.08\|12.51\|12.89\|12.47\|104277;2026-04-10\|12.74\|0.55\|12.78\|13.08\|12.74\|93621;2026-04-13\|12.67\|-0.55\|12.73\|12.90\|12.60\|81623;2026-04-14\|12.91\|1.89\|12.82\|13.06\|12.80\|106048;2026-04-15\|12.78\|-1.01\|13.05\|13.08\|12.74\|77155;2026-04-16\|12.92\|1.10\|12.76\|12.96\|12.71\|75837;2026-04-17\|13.13\|1.63\|12.91\|13.20\|12.82\|112815;2026-04-20\|12.42\|-5.41\|12.40\|12.56\|12.09\|267183;2026-04-21\|11.91\|-4.11\|12.34\|12.34\|11.88\|194844;2026-04-22\|12.73\|6.88\|11.85\|12.78\|11.83\|254553;2026-04-23\|12.58\|-1.18\|12.77\|13.18\|12.50\|179752;2026-04-24\|12.69\|0.87\|12.62\|12.92\|12.57\|135025;2026-04-27\|13.02\|2.60\|12.70\|13.16\|12.70\|146303;2026-04-28\|12.95\|-0.54\|12.96\|13.14\|12.77\|122930;2026-04-29\|12.80\|-1.16\|12.81\|12.93\|12.69\|106360;2026-04-30\|12.97\|1.33\|12.80\|13.03\|12.71\|106255;2026-05-06\|13.10\|1.00\|13.32\|13.48\|13.07\|161023;2026-05-07\|13.15\|0.38\|13.18\|13.21\|13.07\|120630;2026-05-08\|13.11\|-0.30\|13.06\|13.21\|13.00\|118588;2026-05-11\|13.82\|5.42\|13.32\|14.06\|13.25\|271151;2026-05-12\|14.02\|1.45\|13.79\|14.39\|13.67\|266475;2026-05-13\|14.44\|3.00\|13.92\|14.66\|13.63\|257983;2026-05-14\|14.95\|3.53\|14.56\|15.42\|14.50\|599775;2026-05-15\|14.56\|-2.61\|14.88\|15.27\|14.41\|344838;2026-05-18\|14.93\|2.54\|14.66\|15.42\|14.20\|312802;2026-05-19\|15.74\|5.43\|14.80\|15.81\|14.60\|301589;2026-05-20\|15.55\|-1.21\|15.78\|16.00\|15.39\|226061;2026-05-21\|14.40\|-7.40\|15.68\|16.30\|14.36\|388780;2026-05-22\|15.00\|4.17\|14.67\|15.19\|14.40\|246318;2026-05-25\|17.35\|15.67\|15.01\|17.43\|14.75\|568520;2026-05-26\|18.99\|9.45\|17.22\|19.63\|17.22\|841220;2026-05-27\|17.88\|-5.85\|18.48\|18.80\|17.21\|624070;2026-05-28\|18.67\|4.42\|17.50\|19.22\|17.26\|516331;2026-05-29\|19.48\|4.34\|19.02\|19.93\|18.60\|613843;2026-06-01\|21.62\|10.99\|19.69\|22.00\|19.40\|679658;2026-06-02\|23.62\|9.25\|21.88\|24.58\|21.65\|709308;2026-06-03\|22.96\|-2.79\|23.44\|24.31\|22.33\|575907;2026-06-04\|21.56\|-6.10\|22.34\|22.99\|21.38\|550571;2026-06-05\|19.66\|-8.60\|21.06\|21.20\|19.44\|532594;2026-06-08\|18.73\|-4.73\|18.95\|19.77\|18.34\|317042;2026-06-09\|19.27\|2.88\|18.95\|19.80\|18.46\|391502;2026-06-10\|17.92\|-7.01\|18.80\|18.89\|17.60\|398432;2026-06-11\|17.00\|-5.13\|17.69\|18.08\|16.86\|341715;2026-06-12\|16.65\|-2.06\|17.44\|17.82\|16.28\|469124;2026-06-15\|17.87\|7.33\|16.42\|17.94\|16.39\|346679;2026-06-16\|18.50\|3.53\|18.30\|19.07\|18.10\|399180;2026-06-17\|18.81\|1.68\|18.40\|19.17\|18.08\|330130;2026-06-18\|19.10\|1.54\|18.86\|19.54\|18.71\|436070;2026-06-22\|18.66\|-2.30\|19.37\|19.50\|17.98\|390040;2026-06-23\|18.72\|0.32\|18.55\|19.44\|18.16\|328221;2026-06-24\|21.18\|13.14\|18.38\|21.70\|18.32\|616601;2026-06-25\|20.55\|-2.97\|20.67\|21.16\|19.80\|486204;2026-06-26\|21.00\|2.19\|20.05\|21.78\|19.86\|503167;2026-06-29\|20.15\|-4.05\|20.75\|21.50\|19.07\|455854;2026-06-30\|24.18\|20.00\|20.15\|24.18\|19.90\|605818;2026-07-01\|22.89\|-5.33\|23.60\|24.48\|22.47\|578394;2026-07-02\|21.73\|-5.07\|22.21\|24.81\|21.09\|578359;2026-07-03\|21.10\|-2.90\|21.89\|22.30\|20.39\|390574;2026-07-06\|21.96\|4.08\|21.58\|22.98\|20.09\|471557;2026-07-07\|21.42\|-2.46\|21.75\|22.91\|21.00\|342216;2026-07-08\|20.30\|-5.23\|21.68\|21.95\|19.53\|332939;2026-07-09\|23.49\|15.71\|20.90\|23.80\|20.50\|483503;2026-07-10\|22.00\|-6.34\|23.70\|24.68\|21.97\|44038290	显示驱动IC（DDIC）金凸块+Bumping+COF/COG封装龙头，高端凸块工艺可延伸至Chiplet/2.5D先进封装，被资金视为"显示驱动封测+先进封装"双属性。催化：先进封装板块整体拉升→资金挖封测二线弹性标的；台积电涨价强化封测景气度。6/24大涨近13%。
116656	消息称台积电先进制程代工将全线涨价	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-03-03\|169.80\|-7.37\|183.30\|184.01\|167.77\|107118;2026-03-04\|171.79\|1.17\|168.95\|172.43\|165.00\|62670;2026-03-05\|173.58\|1.04\|176.87\|178.99\|170.14\|58174;2026-03-06\|170.00\|-2.06\|172.00\|174.98\|169.09\|51609;2026-03-09\|172.00\|1.18\|164.90\|172.95\|161.61\|78416;2026-03-10\|173.20\|0.70\|175.00\|175.42\|169.80\|47044;2026-03-11\|170.20\|-1.73\|173.63\|174.60\|169.66\|45809;2026-03-12\|171.50\|0.76\|169.78\|174.00\|167.20\|51259;2026-03-13\|163.75\|-4.52\|168.00\|170.00\|161.80\|126583;2026-03-16\|167.66\|2.39\|165.00\|168.40\|158.79\|76883;2026-03-17\|162.79\|-2.90\|167.67\|168.32\|161.88\|42990;2026-03-18\|162.98\|0.12\|164.08\|164.68\|160.87\|35216;2026-03-19\|160.89\|-1.28\|159.00\|162.60\|157.00\|41838;2026-03-20\|164.41\|2.19\|161.97\|167.20\|160.00\|50028;2026-03-23\|155.70\|-5.30\|164.90\|164.90\|152.41\|56286;2026-03-24\|158.60\|1.86\|156.90\|159.74\|154.06\|36089;2026-03-25\|158.08\|-0.33\|158.96\|165.50\|157.68\|48964;2026-03-26\|155.72\|-1.49\|157.70\|160.33\|155.05\|41503;2026-03-27\|157.09\|0.88\|154.15\|158.38\|153.00\|34390;2026-03-30\|158.97\|1.20\|154.03\|162.99\|153.01\|56694;2026-03-31\|152.05\|-4.35\|159.00\|160.98\|152.05\|38517;2026-04-01\|158.23\|4.06\|158.10\|161.00\|156.00\|39556;2026-04-02\|150.38\|-4.96\|158.89\|158.89\|147.98\|46482;2026-04-03\|151.69\|0.87\|151.50\|154.13\|149.26\|28818;2026-04-07\|152.05\|0.24\|154.00\|154.50\|150.40\|25405;2026-04-08\|164.91\|8.46\|158.21\|165.50\|156.91\|65445;2026-04-09\|170.79\|3.57\|164.80\|176.39\|163.08\|68271;2026-04-10\|170.72\|-0.04\|174.20\|178.85\|170.35\|50405;2026-04-13\|165.60\|-3.00\|166.37\|169.90\|164.50\|55355;2026-04-14\|177.28\|7.05\|167.65\|182.72\|166.17\|77440;2026-04-15\|173.83\|-1.95\|178.53\|180.98\|172.59\|48276;2026-04-16\|176.49\|1.53\|173.80\|180.06\|171.05\|42951;2026-04-17\|177.20\|0.40\|175.50\|177.90\|173.55\|42210;2026-04-20\|170.25\|-3.92\|174.21\|174.99\|163.03\|98659;2026-04-21\|160.80\|-5.55\|170.00\|170.34\|160.16\|69777;2026-04-22\|171.88\|6.89\|160.15\|174.72\|160.15\|113613;2026-04-23\|167.12\|-2.77\|173.60\|173.60\|163.60\|52948;2026-04-24\|167.62\|0.30\|168.70\|171.28\|162.45\|59831;2026-04-27\|184.57\|10.11\|170.90\|188.86\|169.02\|128497;2026-04-28\|185.19\|0.34\|182.00\|191.20\|180.33\|87953;2026-04-29\|187.60\|1.30\|176.75\|188.59\|176.75\|79402;2026-04-30\|196.60\|4.80\|184.22\|198.88\|183.17\|86255;2026-05-06\|192.41\|-2.13\|197.00\|208.55\|192.35\|91161;2026-05-07\|197.99\|2.90\|194.60\|200.99\|191.21\|58490;2026-05-08\|191.30\|-3.38\|196.02\|200.30\|190.00\|53497;2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|12149953	无图形/图形晶圆缺陷检测+三维形貌量测设备，明场/暗场检测设备已通过HBM先进封装工艺验证并批量销售，国产量检测设备渗透率不足5%→替代空间极大。催化：SEMI预测2026年全球晶圆设备支出1330亿美元；大基金三期支持上游量测。6/24涨超10%。
116655	消息称台积电先进制程代工将全线涨价	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-03-03\|79.50\|-9.35\|87.47\|89.77\|78.85\|82499;2026-03-04\|81.87\|2.98\|79.53\|83.96\|79.50\|54442;2026-03-05\|81.73\|-0.17\|84.70\|85.21\|80.76\|50178;2026-03-06\|82.50\|0.94\|80.51\|83.48\|80.51\|33505;2026-03-09\|79.40\|-3.76\|77.00\|80.00\|75.36\|55414;2026-03-10\|82.65\|4.09\|81.50\|83.00\|80.10\|42332;2026-03-11\|79.00\|-4.42\|83.00\|83.15\|78.90\|57716;2026-03-12\|78.00\|-1.27\|78.45\|79.98\|76.69\|39558;2026-03-13\|76.17\|-2.35\|77.00\|78.98\|76.08\|39940;2026-03-16\|79.20\|3.98\|76.87\|80.45\|75.36\|52477;2026-03-17\|75.72\|-4.39\|80.30\|80.30\|75.70\|33646;2026-03-18\|79.42\|4.89\|76.50\|79.90\|76.50\|48103;2026-03-19\|75.60\|-4.81\|77.03\|78.30\|75.15\|48586;2026-03-20\|74.89\|-0.94\|75.00\|78.80\|74.89\|47725;2026-03-23\|70.20\|-6.26\|72.90\|74.37\|69.62\|46948;2026-03-24\|71.60\|1.99\|71.53\|71.88\|68.01\|57633;2026-03-25\|72.27\|0.94\|72.03\|74.30\|70.70\|52385;2026-03-26\|70.50\|-2.45\|71.50\|72.10\|70.15\|34527;2026-03-27\|70.85\|0.50\|70.65\|71.38\|68.33\|46582;2026-03-30\|69.86\|-1.40\|68.95\|70.66\|68.52\|37462;2026-03-31\|67.35\|-3.59\|69.28\|69.97\|67.30\|37566;2026-04-01\|70.43\|4.57\|69.64\|70.72\|68.58\|48378;2026-04-02\|67.00\|-4.87\|70.01\|70.93\|66.80\|52600;2026-04-03\|67.68\|1.01\|68.30\|68.50\|66.70\|37230;2026-04-07\|69.41\|2.56\|67.90\|71.38\|67.90\|41327;2026-04-08\|75.16\|8.28\|73.00\|75.24\|72.01\|66032;2026-04-09\|74.38\|-1.04\|73.75\|75.50\|73.01\|46137;2026-04-10\|74.05\|-0.44\|75.49\|76.49\|73.91\|50791;2026-04-13\|72.69\|-1.84\|73.07\|75.49\|72.50\|53398;2026-04-14\|75.32\|3.62\|74.00\|76.00\|73.88\|63563;2026-04-15\|72.87\|-3.25\|76.00\|77.15\|72.38\|56807;2026-04-16\|74.37\|2.06\|72.80\|75.10\|71.88\|50497;2026-04-17\|75.48\|1.49\|74.37\|76.10\|73.50\|47047;2026-04-20\|76.50\|1.35\|76.49\|77.43\|74.71\|59961;2026-04-21\|79.33\|3.70\|77.30\|79.80\|74.82\|83291;2026-04-22\|83.72\|5.53\|78.97\|84.29\|77.00\|92204;2026-04-23\|81.97\|-2.09\|83.80\|85.08\|81.30\|78552;2026-04-24\|82.71\|0.90\|80.65\|83.27\|78.89\|63305;2026-04-27\|70.39\|-14.90\|78.93\|78.93\|70.38\|167763;2026-04-28\|68.53\|-2.64\|70.90\|71.97\|67.90\|96236;2026-04-29\|70.01\|2.16\|68.16\|70.99\|66.71\|80508;2026-04-30\|71.28\|1.81\|70.50\|71.82\|69.28\|65502;2026-05-06\|81.41\|14.21\|73.88\|83.88\|73.88\|159152;2026-05-07\|83.69\|2.80\|81.20\|85.49\|79.88\|106484;2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|16482847	高纯度单晶硅电极（Etch Part耗材）龙头，刻蚀机用硅电极直接受益于存储厂扩产（刻蚀步骤随3D NAND层数增加暴增），并布局硅片。催化：三星/SK海力士/长江存储扩产→刻蚀步骤增多→硅电极消耗量↑。6/24涨超11%。
116654	消息称台积电先进制程代工将全线涨价	半导体检测+光刻机+AR/VR检测+精密光学行业原因： 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2025年招股说明书及2025年年报，公司研发制造的精密光学器件棱镜和平片已应用于国产光刻机；公司主营精密光学器件、光学镜头和光学系统，是国家级制造业单项冠军，服务于半导体、AR/VR检测等六大应用场景。 2、据2026年6月12日机构调研，2025年公司AR/VR检测业务实现高速增长，已成为公司第三大应用领域，业务覆盖海内外主流客户群体。 3、据2026年4月11日公告，2026年第一季度公司新增订单约3亿元，同比增长约138%，其中约75%来自半导体客户；据2025年年报，2025年公司半导体领域收入较去年同期增长71.47%。	公司为光刻机光学系统提供用于匀光、中继照明模块的光学器件、投影物镜	2026-03-03\|330.49\|-6.46\|354.67\|359.99\|330.01\|10496;2026-03-04\|322.46\|-2.43\|325.03\|332.87\|321.08\|6302;2026-03-05\|334.90\|3.86\|330.00\|348.10\|328.00\|10386;2026-03-06\|337.78\|0.86\|332.00\|347.49\|331.00\|9062;2026-03-09\|329.66\|-2.40\|328.00\|331.74\|316.00\|8431;2026-03-10\|345.80\|4.90\|336.38\|348.11\|335.99\|8659;2026-03-11\|355.88\|2.92\|345.80\|368.68\|345.80\|14893;2026-03-12\|340.44\|-4.34\|353.23\|357.44\|335.65\|8393;2026-03-13\|329.78\|-3.13\|339.05\|339.50\|328.88\|6327;2026-03-16\|331.88\|0.64\|328.91\|334.17\|320.01\|7983;2026-03-17\|314.14\|-5.35\|329.75\|333.55\|314.00\|8889;2026-03-18\|324.36\|3.25\|316.39\|324.50\|310.00\|8053;2026-03-19\|311.90\|-3.84\|316.00\|319.49\|308.90\|10451;2026-03-20\|307.00\|-1.57\|311.99\|320.80\|306.50\|6935;2026-03-23\|290.00\|-5.54\|300.19\|305.00\|286.20\|7630;2026-03-24\|297.52\|2.59\|296.58\|297.60\|288.39\|5772;2026-03-25\|300.93\|1.15\|299.52\|310.50\|298.54\|7070;2026-03-26\|292.56\|-2.78\|300.80\|300.80\|290.61\|4227;2026-03-27\|308.62\|5.49\|286.19\|312.98\|286.10\|9210;2026-03-30\|308.60\|-0.01\|305.31\|313.00\|302.08\|6569;2026-03-31\|299.59\|-2.92\|306.22\|309.83\|298.66\|4689;2026-04-01\|321.51\|7.32\|307.00\|324.48\|302.00\|13393;2026-04-02\|300.88\|-6.42\|320.00\|321.00\|299.17\|10339;2026-04-03\|307.69\|2.26\|301.75\|315.00\|301.75\|7951;2026-04-07\|314.12\|2.09\|318.95\|328.88\|309.00\|10292;2026-04-08\|344.50\|9.67\|325.00\|344.86\|318.01\|19746;2026-04-09\|344.43\|-0.02\|335.32\|352.75\|334.24\|11490;2026-04-10\|351.00\|1.91\|346.96\|356.88\|340.11\|15641;2026-04-13\|339.47\|-3.28\|347.49\|351.17\|337.00\|11405;2026-04-14\|348.66\|2.71\|339.50\|358.00\|338.36\|12172;2026-04-15\|345.50\|-0.91\|350.00\|359.80\|344.00\|11184;2026-04-16\|353.40\|2.29\|355.13\|358.50\|347.00\|9969;2026-04-17\|411.11\|16.33\|353.45\|424.00\|347.90\|32610;2026-04-20\|465.50\|13.23\|423.80\|468.49\|423.45\|44012;2026-04-21\|481.38\|3.41\|464.35\|487.96\|460.00\|37317;2026-04-22\|498.22\|3.50\|475.21\|501.99\|467.00\|27532;2026-04-23\|487.55\|-2.14\|508.18\|511.00\|475.23\|21557;2026-04-24\|466.01\|-4.42\|497.30\|498.55\|457.76\|23666;2026-04-27\|464.40\|-0.35\|459.98\|481.00\|450.01\|22439;2026-04-28\|461.37\|-0.65\|460.00\|483.00\|453.99\|20692;2026-04-29\|474.90\|2.93\|463.40\|476.99\|460.90\|17888;2026-04-30\|474.50\|-0.08\|451.16\|481.50\|448.15\|25636;2026-05-06\|536.28\|13.02\|482.22\|568.00\|462.03\|48605;2026-05-07\|550.76\|2.70\|520.00\|580.50\|516.94\|40691;2026-05-08\|539.85\|-1.98\|528.70\|555.00\|518.50\|23796;2026-05-11\|539.82\|-0.01\|540.20\|569.98\|523.50\|26787;2026-05-12\|561.00\|3.92\|539.80\|568.00\|534.01\|24344;2026-05-13\|581.00\|3.57\|541.00\|588.66\|541.00\|21040;2026-05-14\|551.04\|-5.16\|570.55\|579.40\|545.00\|22039;2026-05-15\|558.01\|1.26\|555.90\|570.00\|528.88\|20540;2026-05-18\|539.75\|-3.27\|541.05\|555.80\|533.01\|16283;2026-05-19\|538.00\|-0.32\|535.27\|540.94\|509.01\|18598;2026-05-20\|585.11\|8.76\|538.00\|597.99\|530.00\|26053;2026-05-21\|523.68\|-10.50\|593.52\|606.30\|523.61\|25409;2026-05-22\|537.00\|2.54\|525.00\|551.19\|511.00\|20375;2026-05-25\|522.00\|-2.79\|530.40\|550.08\|500.04\|27855;2026-05-26\|499.06\|-4.39\|529.47\|529.47\|487.50\|21953;2026-05-27\|473.16\|-5.19\|507.75\|508.44\|464.99\|21571;2026-05-28\|483.50\|2.19\|475.00\|495.00\|466.64\|15264;2026-05-29\|452.00\|-6.51\|480.13\|485.86\|450.00\|17733;2026-06-01\|432.99\|-4.21\|445.00\|453.00\|430.02\|16542;2026-06-02\|436.05\|0.71\|433.09\|437.94\|418.01\|12576;2026-06-03\|445.88\|2.25\|438.00\|463.00\|436.11\|18759;2026-06-04\|462.20\|3.66\|430.25\|468.68\|430.25\|18086;2026-06-05\|453.90\|-1.80\|455.00\|485.00\|438.10\|20896;2026-06-08\|428.50\|-5.60\|420.00\|452.10\|420.00\|15810;2026-06-09\|452.70\|5.65\|447.00\|458.68\|442.00\|17885;2026-06-10\|438.20\|-3.20\|443.01\|455.50\|431.16\|11338;2026-06-11\|438.00\|-0.05\|440.00\|464.68\|432.00\|20220;2026-06-12\|465.00\|6.16\|458.00\|475.87\|449.00\|28773;2026-06-15\|500.58\|7.65\|450.00\|509.99\|435.01\|38130;2026-06-16\|489.99\|-2.12\|492.00\|496.55\|476.00\|23509;2026-06-17\|518.94\|5.91\|476.55\|529.48\|476.55\|27596;2026-06-18\|520.10\|0.22\|509.60\|529.99\|503.01\|20989;2026-06-22\|499.00\|-4.01\|533.00\|533.90\|488.80\|19268;2026-06-23\|501.17\|0.43\|497.79\|508.88\|475.00\|19450;2026-06-24\|570.00\|13.73\|503.69\|598.72\|494.94\|33389;2026-06-25\|581.24\|1.97\|570.02\|598.00\|561.00\|27001;2026-06-26\|601.88\|3.55\|573.00\|633.00\|558.18\|29584;2026-06-29\|578.00\|-3.97\|600.00\|615.55\|540.66\|28653;2026-06-30\|693.60\|20.00\|567.10\|693.60\|567.00\|32374;2026-07-01\|670.00\|-3.40\|693.00\|709.49\|635.00\|27652;2026-07-02\|611.02\|-8.80\|630.00\|658.00\|598.00\|21806;2026-07-03\|572.28\|-6.34\|599.00\|618.00\|572.22\|19718;2026-07-06\|558.10\|-2.48\|576.84\|580.00\|535.00\|19539;2026-07-07\|533.80\|-4.35\|550.00\|562.80\|531.10\|12787;2026-07-08\|533.00\|-0.15\|533.70\|559.81\|521.50\|15385;2026-07-09\|600.21\|12.61\|545.34\|605.20\|545.34\|21574;2026-07-10\|611.93\|1.95\|605.11\|698.27\|605.11\|3379147	半导体级精密光学元件（透镜组/棱镜/干涉仪组件），用于光刻机照明系统、晶圆检测量测设备，间接受益设备厂扩产。催化：半导体设备板块爆发→精密光学零部件需求；光刻机/量测设备国产替代叙事强化。6/24涨超13%。
116653	消息称台积电先进制程代工将全线涨价	硅光芯片+12英寸产线+北京国资行业原因：据财联社，台积电计划于2026年下半年再度上调3纳米制程晶圆代工报价，涨幅最高可达15%，2027年可能进一步上涨5%至10%。这一轮涨价并非单一客户拉货所致，而是AI时代先进制程供需结构发生根本性转变的集中体现。公司原因： 1、据2026年5月7日互动易，公司建成国内领先的8英寸SiN硅光平台量产线，月产能达3000片，累计产出1.48万片，并成功发布PDK。 2、据2026年4月29日年报及2026年5月7日互动易，公司主营产品与方案和制造与服务业务，规划月产能5万片的北电集成12英寸线主厂房提前封顶并完成首台设备搬入，预计年底通线；燕东科技12英寸线一阶段已量产，月产能突破2万片。 3、据2026年4月29日年报，公司控股股东为北京电子控股有限责任公司，最终控制人为北京市人民政府国有资产监督管理委员会。	国内知名的集成电路及分立器件制造和系统方案提供商，6 英寸 SiC 生产线已具备量产条件	2026-03-03\|36.36\|-7.41\|39.15\|39.79\|35.44\|244076;2026-03-04\|36.61\|0.69\|35.93\|37.37\|35.89\|179217;2026-03-05\|37.03\|1.15\|37.59\|37.70\|36.30\|155291;2026-03-06\|39.80\|7.48\|36.82\|41.50\|36.82\|216542;2026-03-09\|38.91\|-2.24\|37.75\|39.36\|37.56\|143278;2026-03-10\|39.10\|0.49\|39.61\|40.19\|38.22\|127737;2026-03-11\|41.20\|5.37\|40.50\|44.31\|40.50\|224768;2026-03-12\|41.62\|1.02\|41.00\|42.78\|40.00\|162051;2026-03-13\|40.56\|-2.55\|41.00\|42.99\|40.30\|127992;2026-03-16\|44.00\|8.48\|41.98\|45.45\|39.83\|264366;2026-03-17\|42.45\|-3.52\|43.14\|44.99\|42.33\|186707;2026-03-18\|42.48\|0.07\|42.44\|43.13\|40.30\|161751;2026-03-19\|42.85\|0.87\|41.38\|44.88\|40.61\|185756;2026-03-20\|46.15\|7.70\|43.00\|48.35\|40.35\|307038;2026-03-23\|42.18\|-8.60\|44.00\|44.80\|41.80\|172322;2026-03-24\|42.28\|0.24\|43.13\|43.29\|39.68\|172983;2026-03-25\|41.58\|-1.66\|42.34\|44.89\|41.14\|157882;2026-03-26\|39.10\|-5.96\|41.50\|41.50\|38.73\|165019;2026-03-27\|40.55\|3.71\|38.60\|41.61\|37.20\|148920;2026-03-30\|40.43\|-0.30\|40.30\|40.76\|38.73\|107446;2026-03-31\|37.90\|-6.26\|39.93\|40.39\|37.70\|125939;2026-04-01\|38.61\|1.87\|38.81\|39.93\|38.23\|94054;2026-04-02\|36.95\|-4.30\|38.35\|39.23\|36.61\|93118;2026-04-03\|36.30\|-1.76\|37.36\|37.51\|36.18\|65247;2026-04-07\|36.77\|1.29\|36.43\|37.35\|36.16\|82642;2026-04-08\|39.99\|8.76\|38.88\|40.38\|37.80\|179517;2026-04-09\|39.49\|-1.25\|38.92\|40.47\|38.92\|92477;2026-04-10\|40.66\|2.96\|39.92\|42.25\|39.91\|134519;2026-04-13\|38.80\|-4.57\|40.51\|40.77\|38.55\|116628;2026-04-14\|39.26\|1.19\|39.66\|40.80\|38.70\|158097;2026-04-15\|40.49\|3.13\|39.60\|42.13\|38.80\|189665;2026-04-16\|39.39\|-2.72\|40.10\|40.96\|38.96\|164530;2026-04-17\|39.05\|-0.86\|39.01\|39.68\|38.28\|91255;2026-04-20\|40.35\|3.33\|39.28\|40.78\|39.05\|154155;2026-04-21\|39.22\|-2.80\|39.96\|40.36\|38.82\|107270;2026-04-22\|42.59\|8.59\|38.88\|43.59\|38.35\|267724;2026-04-23\|40.48\|-4.95\|42.59\|42.59\|39.64\|183622;2026-04-24\|41.66\|2.92\|40.60\|43.49\|38.89\|242970;2026-04-27\|43.20\|3.70\|41.26\|44.23\|40.81\|204433;2026-04-28\|39.53\|-8.50\|42.99\|44.00\|37.07\|334157;2026-04-29\|39.91\|0.96\|38.75\|40.55\|38.10\|190944;2026-04-30\|42.49\|6.46\|40.05\|43.15\|39.13\|228218;2026-05-06\|43.41\|2.17\|44.00\|45.97\|43.41\|254409;2026-05-07\|48.86\|12.55\|44.32\|49.58\|43.40\|231299;2026-05-08\|47.23\|-3.34\|47.68\|49.40\|46.83\|150050;2026-05-11\|48.30\|2.27\|47.88\|49.90\|46.24\|222747;2026-05-12\|49.36\|2.19\|48.00\|49.45\|47.05\|210632;2026-05-13\|48.79\|-1.15\|47.50\|50.05\|46.99\|253483;2026-05-14\|53.82\|10.31\|49.97\|55.18\|49.78\|341983;2026-05-15\|51.40\|-4.50\|55.00\|55.88\|50.39\|344409;2026-05-18\|51.83\|0.84\|50.90\|55.20\|48.88\|283107;2026-05-19\|53.33\|2.89\|51.00\|54.70\|48.22\|299251;2026-05-20\|58.88\|10.41\|53.31\|59.59\|52.50\|311160;2026-05-21\|52.00\|-11.68\|57.70\|59.30\|52.00\|301108;2026-05-22\|54.49\|4.79\|52.62\|56.35\|51.01\|207812;2026-05-25\|60.74\|11.47\|54.30\|62.80\|52.80\|295735;2026-05-26\|63.78\|5.00\|60.53\|66.66\|58.00\|285510;2026-05-27\|65.15\|2.15\|61.50\|69.99\|61.50\|298836;2026-05-28\|78.18\|20.00\|64.35\|78.18\|63.60\|357975;2026-05-29\|72.27\|-7.56\|79.06\|79.57\|71.28\|352560;2026-06-01\|63.68\|-11.89\|71.95\|72.63\|63.12\|362529;2026-06-02\|64.66\|1.54\|64.59\|67.35\|62.99\|254305;2026-06-03\|66.23\|2.43\|64.75\|67.95\|62.70\|258612;2026-06-04\|70.72\|6.78\|65.01\|72.60\|63.30\|234688;2026-06-05\|68.49\|-3.15\|68.55\|72.74\|67.76\|188804;2026-06-08\|61.19\|-10.66\|64.30\|66.99\|60.52\|302042;2026-06-09\|64.49\|5.39\|62.05\|65.15\|61.08\|217832;2026-06-10\|61.89\|-4.03\|62.70\|64.74\|60.52\|176201;2026-06-11\|63.23\|2.17\|61.19\|63.87\|59.00\|200859;2026-06-12\|64.89\|2.63\|66.39\|68.38\|62.60\|277722;2026-06-15\|68.01\|4.81\|65.00\|69.50\|62.66\|246438;2026-06-16\|65.00\|-4.43\|68.50\|69.14\|62.60\|267492;2026-06-17\|66.66\|2.55\|63.56\|68.90\|62.62\|280781;2026-06-18\|75.01\|12.53\|67.77\|77.18\|66.33\|401639;2026-06-22\|72.51\|-3.33\|75.01\|75.46\|69.20\|316696;2026-06-23\|73.89\|1.90\|73.00\|78.73\|71.52\|287258;2026-06-24\|84.26\|14.03\|73.28\|86.20\|72.50\|360102;2026-06-25\|83.99\|-0.32\|81.60\|85.19\|80.20\|284216;2026-06-26\|80.00\|-4.75\|81.81\|83.98\|75.00\|283558;2026-06-29\|85.97\|7.46\|79.50\|86.08\|76.20\|310043;2026-06-30\|83.66\|-2.69\|85.65\|90.00\|83.00\|273294;2026-07-01\|80.00\|-4.37\|85.65\|88.80\|78.95\|261263;2026-07-02\|72.00\|-10.00\|77.74\|80.97\|71.40\|309081;2026-07-03\|70.60\|-1.94\|71.99\|75.28\|69.76\|194741;2026-07-06\|76.40\|8.22\|72.00\|78.50\|69.01\|296329;2026-07-07\|77.85\|1.90\|74.88\|80.98\|74.20\|208873;2026-07-08\|79.62\|2.27\|78.58\|82.99\|73.00\|241203;2026-07-09\|88.30\|10.90\|79.62\|88.30\|78.23\|294060;2026-07-10\|78.32\|-11.30\|87.59\|89.50\|77.90\|30281318	北京电控旗下8吋/12吋特色工艺Foundry（BCD/射频/SiC功率）+特种IC设计，承担部分国产功率/射频代工。催化：存储板块情绪外溢至"北京电控系"半导体标的；功率半导体复苏预期；国企改革/资产整合预期。6/24涨超10%。
116652	消息称台积电先进制程代工将全线涨价	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-03-03\|117.83\|-5.61\|125.76\|128.95\|117.50\|78749;2026-03-04\|115.15\|-2.27\|116.59\|119.99\|113.00\|101127;2026-03-05\|118.50\|2.91\|118.78\|120.20\|116.18\|73634;2026-03-06\|116.99\|-1.27\|117.50\|122.00\|116.76\|45658;2026-03-09\|110.39\|-5.64\|113.09\|114.50\|107.97\|96881;2026-03-10\|122.80\|11.24\|115.00\|124.00\|113.02\|126925;2026-03-11\|117.41\|-4.39\|122.06\|123.78\|116.90\|83232;2026-03-12\|112.10\|-4.52\|117.40\|117.40\|111.00\|59548;2026-03-13\|107.52\|-4.09\|111.00\|112.10\|107.37\|61088;2026-03-16\|108.50\|0.91\|109.50\|111.30\|103.79\|70546;2026-03-17\|102.78\|-5.27\|109.87\|110.00\|102.60\|60929;2026-03-18\|106.71\|3.82\|105.50\|107.90\|103.06\|70631;2026-03-19\|102.98\|-3.50\|105.99\|107.00\|102.30\|59538;2026-03-20\|97.61\|-5.21\|104.00\|104.49\|97.00\|101965;2026-03-23\|92.35\|-5.39\|96.16\|98.00\|90.77\|97025;2026-03-24\|94.94\|2.80\|94.15\|95.00\|89.72\|80260;2026-03-25\|98.99\|4.27\|97.00\|101.95\|96.49\|68119;2026-03-26\|97.83\|-1.17\|98.12\|101.13\|97.22\|38388;2026-03-27\|98.83\|1.02\|96.49\|100.20\|95.80\|47923;2026-03-30\|101.86\|3.07\|97.15\|102.88\|96.22\|67707;2026-03-31\|96.91\|-4.86\|101.86\|102.57\|96.68\|57674;2026-04-01\|97.14\|0.24\|99.78\|100.00\|94.20\|72749;2026-04-02\|91.50\|-5.81\|96.88\|97.10\|90.36\|86812;2026-04-03\|89.54\|-2.14\|91.88\|93.60\|88.91\|53815;2026-04-07\|89.59\|0.06\|92.21\|95.50\|89.39\|94601;2026-04-08\|97.51\|8.84\|93.17\|97.80\|91.95\|107322;2026-04-09\|96.08\|-1.47\|95.60\|99.32\|95.55\|64042;2026-04-10\|94.18\|-1.98\|98.01\|99.49\|93.91\|86697;2026-04-13\|93.03\|-1.22\|94.13\|96.06\|91.16\|81487;2026-04-14\|101.27\|8.86\|95.22\|106.50\|95.22\|179460;2026-04-15\|99.00\|-2.24\|102.45\|104.27\|98.33\|152574;2026-04-16\|99.00\|0.00\|100.00\|100.48\|97.09\|143683;2026-04-17\|103.00\|4.04\|101.00\|105.57\|96.46\|188583;2026-04-20\|100.11\|-2.81\|102.45\|102.86\|99.63\|155908;2026-04-21\|100.77\|0.66\|100.50\|101.77\|97.01\|124062;2026-04-22\|108.88\|8.05\|99.66\|108.99\|99.66\|189833;2026-04-23\|106.70\|-2.00\|110.00\|111.11\|105.52\|176225;2026-04-24\|111.58\|4.57\|106.81\|113.00\|105.23\|171559;2026-04-27\|116.09\|4.04\|111.41\|119.77\|110.60\|177876;2026-04-28\|107.00\|-7.83\|109.29\|113.60\|105.05\|196339;2026-04-29\|105.00\|-1.87\|105.32\|110.44\|104.10\|145849;2026-04-30\|105.18\|0.17\|105.13\|107.54\|102.49\|129834;2026-05-06\|107.55\|2.25\|108.20\|112.60\|107.00\|160165;2026-05-07\|107.50\|-0.05\|108.25\|109.77\|105.97\|132361;2026-05-08\|103.60\|-3.63\|105.01\|107.88\|102.01\|163363;2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570	半导体设备先进陶瓷部件龙头（静电卡盘/陶瓷加热器）。国内唯一实现氮化铝(AlN)陶瓷加热器批量供货企业，12英寸静电卡盘已完成验证并小规模量产，打破京瓷/NTK垄断。7.5亿可转债募投产能扩建，达产后新增ESC 2500只/年。客户含北方华创、中微、上海微电子。2026-06-04大涨+10.42%，06-24随板块续涨。
116651	消息称台积电先进制程代工将全线涨价	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-03-03\|40.25\|-7.51\|43.90\|44.30\|40.05\|113228;2026-03-04\|40.10\|-0.37\|40.08\|40.79\|39.39\|110110;2026-03-05\|43.87\|9.40\|41.32\|45.50\|41.01\|247834;2026-03-06\|42.71\|-2.64\|42.62\|44.15\|42.62\|122509;2026-03-09\|42.24\|-1.10\|41.70\|42.50\|40.80\|101121;2026-03-10\|43.28\|2.46\|43.15\|43.96\|42.73\|102679;2026-03-11\|41.81\|-3.40\|43.27\|43.55\|41.63\|100417;2026-03-12\|40.81\|-2.39\|41.60\|42.10\|40.30\|69256;2026-03-13\|40.15\|-1.62\|40.32\|41.10\|39.40\|70739;2026-03-16\|41.63\|3.69\|39.90\|42.20\|39.22\|112958;2026-03-17\|39.74\|-4.54\|41.70\|41.72\|39.65\|74766;2026-03-18\|41.74\|5.03\|40.46\|42.47\|39.78\|117832;2026-03-19\|40.59\|-2.76\|41.28\|41.72\|40.38\|80613;2026-03-20\|39.11\|-3.65\|40.67\|41.17\|39.08\|86678;2026-03-23\|36.50\|-6.67\|38.38\|38.54\|36.32\|85068;2026-03-24\|37.08\|1.59\|37.58\|37.85\|35.85\|65925;2026-03-25\|38.69\|4.34\|37.53\|40.38\|37.48\|130636;2026-03-26\|38.38\|-0.80\|39.16\|40.43\|38.20\|113558;2026-03-27\|38.25\|-0.34\|37.90\|39.00\|37.29\|78272;2026-03-30\|38.70\|1.18\|37.54\|38.75\|37.36\|58592;2026-03-31\|37.08\|-4.19\|38.43\|38.70\|37.08\|59491;2026-04-01\|40.21\|8.44\|38.51\|40.40\|38.45\|139227;2026-04-02\|38.58\|-4.05\|39.95\|40.14\|38.20\|90547;2026-04-03\|37.95\|-1.63\|38.91\|39.00\|37.58\|63382;2026-04-07\|38.70\|1.98\|38.05\|39.91\|38.05\|80711;2026-04-08\|40.70\|5.17\|40.00\|40.74\|39.48\|93565;2026-04-09\|40.59\|-0.27\|40.06\|41.07\|39.95\|87716;2026-04-10\|42.50\|4.71\|40.93\|43.75\|40.90\|208499;2026-04-13\|46.86\|10.26\|43.31\|48.55\|43.18\|306884;2026-04-14\|47.20\|0.73\|46.94\|49.80\|46.78\|206179;2026-04-15\|44.52\|-5.68\|47.48\|47.83\|44.38\|138339;2026-04-16\|44.62\|0.22\|44.51\|45.10\|43.81\|107921;2026-04-17\|44.50\|-0.27\|44.10\|45.29\|44.06\|90288;2026-04-20\|44.55\|0.11\|44.80\|44.94\|43.82\|96792;2026-04-21\|46.15\|3.59\|44.55\|46.59\|43.80\|196518;2026-04-22\|46.54\|0.85\|45.69\|47.50\|45.13\|171461;2026-04-23\|45.81\|-1.57\|46.54\|47.14\|44.75\|130807;2026-04-24\|47.65\|4.02\|45.90\|47.88\|45.86\|206821;2026-04-27\|46.00\|-3.46\|46.55\|46.87\|42.88\|189073;2026-04-28\|44.49\|-3.28\|45.28\|46.08\|43.85\|144017;2026-04-29\|45.85\|3.06\|44.02\|46.50\|44.02\|121350;2026-04-30\|46.53\|1.48\|45.86\|46.99\|45.40\|147300;2026-05-06\|47.10\|1.23\|47.24\|48.30\|47.03\|201554;2026-05-07\|48.14\|2.21\|47.34\|48.58\|46.78\|163978;2026-05-08\|53.80\|11.76\|48.00\|55.34\|47.23\|318091;2026-05-11\|53.24\|-1.04\|53.82\|54.16\|52.18\|265639;2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822	模拟/电源管理芯片+快充PD3.1+小容量存储芯片+Q1扭亏。2026Q1营收同比+59.41%，归母净利润2052万元实现扭亏。Mini LED驱动IC、快充协议芯片具涨价传导能力。SPI NAND Flash全系列量产沾边存储涨价周期。小市值（约160亿）超跌游资票。2026-06-22大涨+10.78%，06-24随存储芯片板块再度冲高。
116650	消息称台积电先进制程代工将全线涨价	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-03-03\|122.80\|-0.47\|121.11\|124.98\|119.28\|16198;2026-03-04\|127.16\|3.55\|119.99\|128.80\|119.00\|27750;2026-03-05\|124.28\|-2.26\|124.00\|126.50\|124.00\|16152;2026-03-06\|124.49\|0.17\|124.28\|125.68\|124.20\|10750;2026-03-09\|121.78\|-2.18\|125.20\|125.59\|121.78\|12540;2026-03-10\|121.33\|-0.37\|120.00\|121.60\|119.51\|10285;2026-03-11\|119.63\|-1.40\|121.10\|121.50\|119.14\|8212;2026-03-12\|116.93\|-2.26\|120.04\|120.12\|116.50\|9574;2026-03-13\|115.47\|-1.25\|116.80\|117.58\|115.17\|6037;2026-03-16\|117.49\|1.75\|115.50\|118.17\|115.02\|5228;2026-03-17\|115.06\|-2.07\|117.62\|117.87\|115.00\|5915;2026-03-18\|114.80\|-0.23\|115.07\|115.94\|113.61\|4357;2026-03-19\|113.50\|-1.13\|114.00\|114.95\|113.00\|5405;2026-03-20\|112.50\|-0.88\|114.00\|114.06\|112.48\|3836;2026-03-23\|106.00\|-5.78\|114.00\|114.00\|105.00\|8483;2026-03-24\|109.60\|3.40\|112.54\|112.60\|107.02\|6062;2026-03-25\|115.34\|5.24\|109.60\|117.60\|109.00\|11062;2026-03-26\|113.84\|-1.30\|115.10\|115.90\|113.35\|6281;2026-03-27\|113.35\|-0.43\|112.83\|115.89\|111.86\|5874;2026-03-30\|114.73\|1.22\|113.35\|114.99\|112.30\|7854;2026-03-31\|113.43\|-1.13\|114.85\|115.51\|112.74\|7644;2026-04-01\|115.49\|1.82\|114.98\|115.62\|113.02\|7150;2026-04-02\|113.91\|-1.37\|114.99\|115.49\|113.12\|5995;2026-04-03\|111.18\|-2.40\|113.91\|114.47\|111.11\|4124;2026-04-07\|114.10\|2.63\|113.09\|115.87\|110.50\|8608;2026-04-08\|115.08\|0.86\|115.60\|115.90\|114.15\|8196;2026-04-09\|112.55\|-2.20\|115.08\|115.08\|111.70\|7107;2026-04-10\|115.92\|2.99\|114.00\|118.68\|112.54\|13102;2026-04-13\|115.49\|-0.37\|115.51\|116.51\|112.90\|7714;2026-04-14\|127.00\|9.97\|116.29\|127.00\|114.52\|28327;2026-04-15\|127.18\|0.14\|124.00\|130.00\|120.20\|35752;2026-04-16\|124.95\|-1.75\|127.21\|128.00\|122.81\|18061;2026-04-17\|126.52\|1.26\|124.01\|127.40\|123.50\|16775;2026-04-20\|128.26\|1.38\|127.34\|132.63\|124.36\|20924;2026-04-21\|126.97\|-1.01\|128.81\|129.58\|125.66\|11400;2026-04-22\|127.14\|0.13\|125.67\|128.48\|125.67\|8981;2026-04-23\|126.80\|-0.27\|126.56\|128.89\|125.42\|9260;2026-04-24\|133.50\|5.28\|126.11\|136.53\|126.11\|30517;2026-04-27\|127.79\|-4.28\|131.00\|132.00\|125.85\|22317;2026-04-28\|124.21\|-2.80\|127.79\|128.79\|123.68\|12886;2026-04-29\|128.40\|3.37\|124.00\|131.41\|123.88\|14617;2026-04-30\|130.81\|1.88\|128.33\|132.60\|128.33\|10222;2026-05-06\|132.46\|1.26\|131.18\|134.80\|130.85\|11119;2026-05-07\|133.87\|1.06\|132.44\|133.87\|126.70\|22636;2026-05-08\|136.29\|1.81\|132.54\|140.00\|131.15\|24114;2026-05-11\|133.88\|-1.77\|137.88\|140.73\|133.44\|21702;2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149	军工模拟训练装备+拟控股菁蓉联创（军工嵌入式软件）+军用存储芯片。6月10日晚公告拟现金收购成都菁蓉联创51%股权。深耕军事通信与实战化模拟训练装备。已量产军用存储控制芯片并进入航空工业集团供应链。2026-06-09/06-10放量大涨，06-24随军工电子板块再度冲高。
116649	消息称台积电先进制程代工将全线涨价	涨停揭秘：长鑫科技IPO注册获批预示DRAM量产进程提速，精智达DRAM晶圆老化测试设备进入验证阶段；涨停缘由：公司DRAM晶圆老化测试设备已完成技术开发与测试，正推进客户验证，有望切入长鑫供应链；资金逻辑：资金提前布局半导体设备国产替代核心环节，精智达作为稀缺DRAM测试设备厂商获主题性资金关注；风险提示：设备验证周期长，订单落地存在不确定性；公司营收规模较小，业绩弹性需等待量产放量	公司半导体存储器件测试设备目前进展顺利，其中DRAM晶圆老化测试设备，已完成技术开发和测试等工作，进入验证阶段，DRAM测试机仍处于持续研发测试阶段	2026-03-03\|266.00\|-7.18\|282.01\|285.88\|263.11\|51490;2026-03-04\|266.49\|0.18\|262.20\|272.94\|262.20\|25914;2026-03-05\|265.55\|-0.35\|274.70\|278.57\|262.62\|29718;2026-03-06\|257.82\|-2.91\|265.00\|267.87\|257.17\|28136;2026-03-09\|245.80\|-4.66\|244.93\|248.00\|230.00\|47255;2026-03-10\|249.33\|1.44\|256.00\|256.00\|243.60\|39260;2026-03-11\|239.95\|-3.76\|252.00\|252.00\|238.56\|33148;2026-03-12\|234.68\|-2.20\|239.01\|242.98\|231.51\|31819;2026-03-13\|231.75\|-1.25\|230.04\|238.89\|230.04\|22020;2026-03-16\|237.00\|2.27\|231.89\|240.71\|228.00\|34953;2026-03-17\|234.44\|-1.08\|246.00\|246.88\|234.00\|35981;2026-03-18\|245.60\|4.76\|240.00\|246.98\|235.03\|41357;2026-03-19\|241.07\|-1.84\|240.20\|248.88\|240.20\|35692;2026-03-20\|248.30\|3.00\|244.50\|255.50\|238.27\|55975;2026-03-23\|228.00\|-8.18\|240.00\|245.70\|226.52\|43468;2026-03-24\|238.00\|4.39\|233.40\|240.00\|225.68\|31693;2026-03-25\|248.90\|4.58\|244.80\|259.51\|244.21\|49404;2026-03-26\|235.46\|-5.40\|249.55\|250.06\|232.50\|35996;2026-03-27\|241.38\|2.51\|228.00\|242.99\|226.07\|33079;2026-03-30\|241.50\|0.05\|235.01\|249.50\|229.04\|39990;2026-03-31\|227.75\|-5.69\|238.95\|238.95\|226.00\|31164;2026-04-01\|247.50\|8.67\|234.50\|249.88\|229.00\|68853;2026-04-02\|231.66\|-6.40\|241.00\|244.10\|228.01\|46937;2026-04-03\|230.50\|-0.50\|232.00\|239.75\|228.77\|28856;2026-04-07\|235.04\|1.97\|230.58\|241.23\|230.58\|25585;2026-04-08\|257.78\|9.67\|248.00\|257.97\|248.00\|50926;2026-04-09\|267.28\|3.69\|254.80\|269.00\|252.18\|44574;2026-04-10\|277.58\|3.85\|279.49\|282.50\|271.83\|49453;2026-04-13\|278.00\|0.15\|282.57\|288.82\|270.50\|47122;2026-04-14\|282.66\|1.68\|280.00\|294.22\|277.23\|51036;2026-04-15\|275.44\|-2.55\|287.70\|288.00\|274.05\|38023;2026-04-16\|280.82\|1.95\|275.62\|284.90\|267.85\|33296;2026-04-17\|280.51\|-0.11\|278.00\|284.98\|272.00\|28996;2026-04-20\|282.50\|0.71\|277.77\|286.69\|273.00\|31169;2026-04-21\|283.48\|0.35\|280.00\|288.28\|274.20\|26440;2026-04-22\|289.00\|1.95\|283.49\|289.00\|281.00\|31814;2026-04-23\|276.37\|-4.37\|291.40\|295.56\|272.12\|40636;2026-04-24\|273.76\|-0.94\|275.99\|285.00\|272.00\|23647;2026-04-27\|284.50\|3.92\|275.90\|294.50\|268.00\|45471;2026-04-28\|288.50\|1.41\|283.67\|293.77\|277.50\|38267;2026-04-29\|287.99\|-0.18\|286.00\|297.00\|278.44\|31860;2026-04-30\|293.03\|1.75\|285.74\|299.38\|276.36\|56199;2026-05-06\|303.13\|3.45\|305.00\|313.96\|297.78\|65710;2026-05-07\|303.20\|0.02\|302.00\|307.98\|296.58\|40050;2026-05-08\|300.00\|-1.06\|298.02\|316.97\|297.24\|42408;2026-05-11\|344.28\|14.76\|307.00\|355.95\|306.44\|70538;2026-05-12\|355.14\|3.15\|338.00\|357.80\|333.00\|54709;2026-05-13\|360.00\|1.37\|342.88\|372.00\|334.00\|57511;2026-05-14\|348.30\|-3.25\|359.99\|367.00\|343.01\|44190;2026-05-15\|353.44\|1.48\|345.03\|377.00\|328.00\|70295;2026-05-18\|364.97\|3.26\|376.00\|402.97\|360.16\|109724;2026-05-19\|396.40\|8.61\|361.11\|398.33\|355.02\|72017;2026-05-20\|440.00\|11.00\|394.01\|447.57\|394.01\|68312;2026-05-21\|409.95\|-6.83\|441.00\|451.00\|404.04\|76754;2026-05-22\|416.97\|1.71\|418.00\|424.77\|395.00\|70523;2026-05-25\|430.94\|3.35\|402.66\|449.88\|398.00\|67678;2026-05-26\|404.98\|-6.02\|422.30\|425.90\|394.50\|66595;2026-05-27\|385.82\|-4.73\|409.00\|419.90\|382.05\|65288;2026-05-28\|395.89\|2.61\|383.74\|403.00\|379.67\|46337;2026-05-29\|367.00\|-7.30\|398.00\|398.78\|363.00\|62188;2026-06-01\|349.58\|-4.75\|364.33\|372.82\|346.00\|50564;2026-06-02\|348.19\|-0.40\|352.00\|358.00\|340.08\|55190;2026-06-03\|355.50\|2.10\|347.01\|372.00\|344.00\|59498;2026-06-04\|388.01\|9.14\|354.00\|395.00\|352.06\|69155;2026-06-05\|385.56\|-0.63\|379.07\|403.01\|379.07\|63066;2026-06-08\|375.10\|-2.71\|367.04\|393.80\|365.50\|52572;2026-06-09\|408.68\|8.95\|385.50\|412.50\|378.05\|75515;2026-06-10\|403.00\|-1.39\|407.73\|419.00\|391.58\|56903;2026-06-11\|412.55\|2.37\|396.00\|419.00\|396.00\|55477;2026-06-12\|414.48\|0.47\|443.10\|462.00\|404.95\|78525;2026-06-15\|468.00\|12.91\|413.00\|472.39\|405.05\|76500;2026-06-16\|498.00\|6.41\|470.00\|515.98\|463.00\|73162;2026-06-17\|542.28\|8.94\|499.00\|546.99\|490.11\|79940;2026-06-18\|566.00\|4.37\|531.43\|587.00\|512.00\|81236;2026-06-22\|566.20\|0.04\|561.18\|568.03\|530.16\|62426;2026-06-23\|549.00\|-3.04\|569.97\|569.97\|525.20\|52007;2026-06-24\|638.00\|16.21\|545.01\|639.00\|536.51\|74887;2026-06-25\|639.00\|0.16\|649.97\|653.66\|622.00\|46171;2026-06-26\|653.70\|2.30\|639.12\|676.00\|631.13\|59191;2026-06-29\|705.00\|7.85\|660.00\|709.88\|642.03\|61442;2026-06-30\|715.00\|1.42\|685.04\|734.40\|675.58\|51194;2026-07-01\|662.06\|-7.40\|724.95\|736.36\|652.20\|63996;2026-07-02\|582.07\|-12.08\|615.37\|630.00\|580.00\|78011;2026-07-03\|578.30\|-0.65\|566.00\|599.00\|552.27\|56656;2026-07-06\|563.00\|-2.65\|589.32\|589.32\|543.00\|50178;2026-07-07\|569.55\|1.16\|549.99\|587.88\|546.97\|42522;2026-07-08\|588.00\|3.24\|580.00\|624.95\|561.12\|51346;2026-07-09\|647.88\|10.18\|627.30\|648.88\|591.00\|55728;2026-07-10\|599.99\|-7.39\|649.93\|675.00\|592.96\|6042562	DRAM/NAND测试机+老化测试系统+Micro OLED检测，存储测试机已进入长鑫/长存验证，被定位为"国产存储测试设备核心弹性标的"。催化：美光财报超预期→全球存储扩产→存储专用测试机需求↑；科创板半导体检测设备联动拉升。6/24涨超16%。

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason