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
125165	高盛将PCB市场规模预期上调38%	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司上半年净利润预增382%-473%，主要“受AI算力爆发等持续影响，覆铜板行业整体处于高景气周期，市场订单供给紧张，行业需求端支撑力度强劲；上游铜箔、电子玻纤布、树脂等核心原材料价格阶段性上行，行业整体迎来量价齐升的增长机遇”； 2、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 3、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士	2026-04-30\|174.19\|-0.52\|174.60\|180.65\|167.00\|63503;2026-05-06\|188.00\|7.93\|176.62\|199.71\|175.38\|87606;2026-05-07\|190.00\|1.06\|188.00\|191.00\|181.55\|62548;2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|4843527
125164	高盛将PCB市场规模预期上调38%	涨停揭秘：英伟达GTC大会将于2026年3月16日召开，公司PCB产品应用于服务器电源、光模块及AI交换机，受益于AI算力基建加速带来的高频高速PCB增量需求；涨停缘由：AI服务器渗透率快速提升；高频高速PCB技术门槛高；公司已通过多家头部服务器厂商认证；800G光模块PCB订单持续放量；资金逻辑：PCB板块资金向AI硬件链集中；公司2025年通讯类PCB营收同比增长超50%；融资余额连续三周上升，游资与机构共同参与；风险提示：GTC大会成果存在预期差风险，服务器厂商库存去化进度影响订单节奏，铜箔等原材料价格波动剧烈，行业扩产加剧价格竞争	公司主营印制电路板，以“AI数据中心电源、新一代通讯、新能源、汽车电子”为产品导向，将DC/DC高端电源PCB作为优先发展的核心方向，已获头部电源厂商批量级订单	2026-04-30\|62.93\|-0.99\|64.58\|66.63\|62.44\|36545;2026-05-06\|64.57\|2.61\|64.07\|66.26\|63.20\|60555;2026-05-07\|66.79\|3.44\|65.21\|67.76\|65.01\|52817;2026-05-08\|67.95\|1.74\|66.00\|68.50\|64.80\|52077;2026-05-11\|67.51\|-0.65\|69.00\|69.50\|67.20\|51298;2026-05-12\|68.37\|1.27\|67.55\|69.80\|67.20\|55964;2026-05-13\|70.95\|3.77\|67.38\|72.18\|67.02\|75521;2026-05-14\|68.37\|-3.64\|71.30\|71.51\|67.69\|55605;2026-05-15\|67.96\|-0.60\|68.81\|69.97\|67.05\|40751;2026-05-18\|68.40\|0.65\|68.30\|69.69\|66.18\|36179;2026-05-19\|71.05\|3.87\|68.10\|71.31\|67.10\|53244;2026-05-20\|70.69\|-0.51\|71.00\|72.49\|69.50\|40320;2026-05-21\|68.15\|-3.59\|71.50\|73.96\|67.81\|62761;2026-05-22\|72.80\|6.82\|69.05\|74.34\|68.63\|75754;2026-05-25\|75.50\|3.71\|74.13\|75.84\|72.13\|84185;2026-05-26\|73.84\|-2.20\|74.44\|77.77\|72.32\|85379;2026-05-27\|72.45\|-1.88\|73.21\|75.35\|71.21\|67858;2026-05-28\|73.81\|1.88\|71.54\|74.47\|71.17\|53439;2026-05-29\|52.00\|-1.31\|52.88\|55.88\|51.35\|111389;2026-06-01\|50.16\|-3.54\|52.00\|52.90\|49.55\|81476;2026-06-02\|52.72\|5.10\|50.50\|53.94\|49.70\|88754;2026-06-03\|49.37\|-6.35\|52.67\|53.20\|48.53\|108353;2026-06-04\|48.10\|-2.57\|48.59\|49.50\|47.56\|80296;2026-06-05\|47.64\|-0.96\|47.50\|49.76\|45.91\|73372;2026-06-08\|45.37\|-4.76\|46.69\|46.86\|44.40\|74810;2026-06-09\|48.50\|6.90\|46.31\|49.40\|45.67\|74934;2026-06-10\|45.83\|-5.51\|47.80\|48.50\|45.28\|54669;2026-06-11\|47.42\|3.47\|45.01\|48.39\|44.50\|54813;2026-06-12\|46.30\|-2.36\|47.93\|49.33\|46.30\|54797;2026-06-15\|51.61\|11.47\|47.00\|52.20\|46.94\|79397;2026-06-16\|52.64\|2.00\|51.99\|52.88\|50.60\|67798;2026-06-17\|54.36\|3.27\|52.12\|54.98\|52.12\|67741;2026-06-18\|54.26\|-0.18\|53.97\|54.87\|53.21\|53853;2026-06-22\|53.17\|-2.01\|54.45\|54.50\|51.19\|64172;2026-06-23\|51.08\|-3.93\|52.49\|53.18\|50.58\|48684;2026-06-24\|55.90\|9.44\|50.81\|57.57\|50.81\|128059;2026-06-25\|55.26\|-1.14\|55.90\|57.07\|54.06\|93765;2026-06-26\|52.90\|-4.27\|54.49\|55.10\|51.38\|69451;2026-06-29\|50.68\|-4.20\|52.89\|55.15\|48.98\|83435;2026-06-30\|53.28\|5.13\|51.08\|53.41\|50.00\|60467;2026-07-01\|51.75\|-2.87\|53.29\|54.95\|51.03\|60456;2026-07-02\|47.79\|-7.65\|50.59\|51.78\|47.41\|69123;2026-07-03\|46.15\|-3.43\|47.65\|48.46\|46.11\|48242;2026-07-06\|42.31\|-8.32\|46.16\|46.39\|41.87\|67834;2026-07-07\|50.77\|20.00\|50.77\|50.77\|50.77\|42328;2026-07-08\|60.92\|19.99\|59.23\|60.92\|58.83\|223803;2026-07-09\|58.01\|-4.78\|57.00\|60.92\|54.51\|262858;2026-07-10\|51.95\|-10.45\|57.79\|57.79\|51.95\|176320;2026-07-13\|46.41\|-10.66\|49.88\|51.38\|45.53\|130264;2026-07-14\|48.32\|4.12\|46.08\|48.88\|44.87\|94312;2026-07-15\|44.32\|-8.28\|48.60\|49.30\|44.00\|79242;2026-07-16\|40.82\|-7.90\|43.51\|44.98\|40.32\|70799;2026-07-17\|35.11\|-13.99\|40.08\|40.55\|34.59\|93762;2026-07-20\|31.80\|-9.43\|36.29\|36.75\|31.09\|101954;2026-07-21\|34.19\|7.52\|31.99\|34.41\|28.16\|90835;2026-07-22\|33.04\|-3.36\|33.27\|34.59\|32.86\|67232;2026-07-23\|32.17\|-2.63\|33.17\|34.08\|31.80\|57724;2026-07-24\|30.80\|-4.26\|31.51\|32.31\|30.72\|43636;2026-07-27\|32.30\|4.87\|30.80\|32.39\|30.54\|56178;2026-07-28\|29.79\|-7.77\|31.85\|32.22\|29.63\|50014;2026-07-29\|29.26\|-1.78\|29.70\|30.14\|27.53\|72078;2026-07-30\|26.63\|-8.99\|28.89\|29.15\|26.57\|68349;2026-07-31\|28.16\|5.75\|30.00\|30.05\|28.11\|86533;2026-08-03\|28.15\|-0.04\|28.40\|29.25\|27.75\|57182;2026-08-04\|30.90\|9.77\|28.79\|31.14\|28.15\|73674;2026-08-05\|33.19\|7.41\|30.63\|33.20\|30.05\|74291;2026-08-06\|39.83\|20.01\|32.53\|39.83\|32.15\|134254;2026-08-07\|46.58\|16.95\|41.51\|47.14\|40.00\|239342;2026-08-10\|42.89\|-7.92\|46.05\|47.36\|41.90\|194551;2026-08-11\|42.60\|-0.68\|41.23\|44.28\|40.88\|122670;2026-08-12\|43.67\|2.51\|42.44\|43.99\|42.00\|108674;2026-08-13\|43.58\|-0.21\|44.20\|44.87\|43.25\|96354;2026-08-14\|46.32\|6.29\|43.60\|46.87\|43.60\|112264;2026-08-17\|47.41\|2.35\|45.86\|47.69\|45.80\|100538;2026-08-18\|48.60\|2.51\|47.40\|48.66\|46.50\|100192;2026-08-19\|49.29\|1.42\|46.88\|51.96\|46.80\|153864;2026-08-20\|48.42\|-1.77\|49.27\|50.17\|47.53\|113940;2026-08-21\|47.75\|-1.38\|48.99\|49.18\|46.00\|71328;2026-08-24\|47.91\|0.34\|48.74\|49.50\|46.54\|81369;2026-08-25\|46.96\|-1.98\|47.27\|47.64\|45.72\|63104;2026-08-26\|47.10\|0.30\|47.10\|47.53\|45.00\|55978;2026-08-27\|49.06\|4.16\|47.58\|49.55\|46.54\|70408;2026-08-28\|49.59\|1.08\|49.50\|51.20\|48.45\|83482;2026-08-31\|55.60\|12.12\|49.00\|56.12\|48.40\|117801;2026-09-01\|54.06\|-2.77\|55.00\|56.50\|53.10\|86815;2026-09-02\|55.23\|2.16\|52.99\|56.20\|52.60\|76730;2026-09-03\|55.45\|0.40\|55.87\|56.50\|54.01\|73699;2026-09-04\|53.68\|-3.19\|55.65\|56.65\|53.15\|66441;2026-09-07\|55.64\|3.65\|54.18\|56.15\|53.00\|66442;2026-09-08\|56.10\|0.83\|55.78\|57.25\|54.95\|59569
125163	高盛将PCB市场规模预期上调38%	纳入深证成指+PCB铜箔+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔	2026-04-30\|78.34\|10.37\|72.32\|82.49\|70.00\|763744;2026-05-06\|88.55\|13.03\|78.55\|92.50\|75.30\|705631;2026-05-07\|86.80\|-1.98\|85.00\|89.71\|82.44\|554482;2026-05-08\|88.54\|2.00\|85.48\|90.80\|85.00\|450279;2026-05-11\|87.10\|-1.63\|87.60\|88.93\|85.00\|461971;2026-05-12\|94.51\|8.51\|87.10\|96.00\|84.08\|617971;2026-05-13\|99.01\|4.76\|90.00\|103.96\|88.50\|555067;2026-05-14\|85.88\|-13.26\|95.00\|96.00\|84.18\|512771;2026-05-15\|83.20\|-3.12\|84.66\|88.89\|80.10\|390272;2026-05-18\|87.11\|4.70\|83.14\|88.78\|80.50\|333327;2026-05-19\|87.53\|0.48\|86.70\|90.98\|85.02\|278968;2026-05-20\|87.99\|0.53\|87.11\|89.88\|84.47\|287883;2026-05-21\|82.93\|-5.75\|89.99\|91.50\|82.80\|325049;2026-05-22\|90.93\|9.65\|83.13\|94.50\|83.13\|384504;2026-05-25\|95.68\|5.22\|95.00\|99.01\|89.10\|384498;2026-05-26\|102.45\|7.08\|92.00\|103.00\|91.15\|406540;2026-05-27\|101.92\|-0.52\|100.00\|106.60\|95.00\|366325;2026-05-28\|119.08\|16.84\|102.47\|122.30\|100.00\|536682;2026-05-29\|114.00\|-4.27\|111.20\|125.88\|109.67\|534133;2026-06-01\|104.89\|-7.99\|110.54\|115.25\|96.92\|370829;2026-06-02\|103.63\|-1.20\|105.00\|106.00\|97.40\|321475;2026-06-03\|107.40\|3.64\|102.66\|112.40\|100.43\|356640;2026-06-04\|109.75\|2.19\|103.69\|109.79\|103.60\|287725;2026-06-05\|111.26\|1.38\|107.01\|116.66\|107.00\|310968;2026-06-08\|113.10\|1.65\|102.41\|113.10\|102.38\|279073;2026-06-09\|122.76\|8.54\|117.80\|124.10\|114.23\|363776;2026-06-10\|122.80\|0.03\|120.00\|131.45\|118.09\|330146;2026-06-11\|127.98\|4.22\|121.00\|129.50\|116.18\|323874;2026-06-12\|141.80\|10.80\|134.94\|148.00\|133.10\|461062;2026-06-15\|170.16\|20.00\|149.00\|170.16\|147.00\|412898;2026-06-16\|178.17\|4.71\|182.10\|198.80\|172.05\|568806;2026-06-17\|181.69\|1.98\|178.19\|192.58\|177.00\|516619;2026-06-18\|200.00\|10.08\|179.30\|202.15\|178.01\|436345;2026-06-22\|196.50\|-1.75\|195.55\|200.60\|179.00\|612969;2026-06-23\|171.81\|-12.56\|188.69\|189.00\|171.10\|474029;2026-06-24\|186.69\|8.66\|174.90\|188.98\|174.90\|468737;2026-06-25\|183.27\|-1.83\|180.98\|187.58\|176.00\|505759;2026-06-26\|170.30\|-7.08\|175.00\|176.00\|160.96\|574127;2026-06-29\|160.68\|-5.65\|166.51\|172.83\|152.80\|442712;2026-06-30\|165.07\|2.73\|159.50\|169.10\|157.00\|381224;2026-07-01\|164.84\|-0.14\|166.00\|174.31\|162.00\|447094;2026-07-02\|157.92\|-4.20\|154.00\|164.93\|147.00\|328765;2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912;2026-07-13\|119.75\|-9.34\|132.07\|133.50\|119.20\|340301;2026-07-14\|134.21\|12.08\|121.91\|135.15\|120.00\|394283;2026-07-15\|127.40\|-5.07\|136.89\|137.96\|126.19\|302658;2026-07-16\|127.21\|-0.15\|125.11\|133.60\|120.30\|329746;2026-07-17\|129.05\|1.45\|125.06\|132.36\|120.88\|511566;2026-07-20\|103.24\|-20.00\|112.63\|119.00\|103.24\|250469;2026-07-21\|107.54\|4.17\|90.00\|109.47\|82.59\|762126;2026-07-22\|95.36\|-11.33\|100.00\|104.82\|94.00\|623696;2026-07-23\|93.18\|-2.29\|96.16\|99.98\|92.35\|391972;2026-07-24\|90.11\|-3.29\|91.54\|93.98\|89.00\|294466;2026-07-27\|96.88\|7.51\|90.11\|97.30\|87.96\|348525;2026-07-28\|87.66\|-9.52\|94.59\|95.77\|86.63\|302357;2026-07-29\|86.96\|-0.80\|87.66\|90.25\|83.12\|312679;2026-07-30\|79.51\|-8.57\|86.95\|87.46\|77.28\|333684;2026-07-31\|82.62\|3.91\|88.00\|91.79\|82.45\|412719;2026-08-03\|77.66\|-6.00\|81.41\|82.97\|77.37\|271209;2026-08-04\|86.16\|10.95\|79.00\|87.46\|78.21\|365986;2026-08-05\|94.90\|10.14\|84.18\|96.69\|84.01\|432623;2026-08-06\|99.00\|4.32\|94.77\|101.93\|93.00\|499659;2026-08-07\|115.81\|16.98\|100.25\|118.80\|100.00\|793385;2026-08-10\|120.99\|4.47\|118.81\|123.00\|113.21\|792583;2026-08-11\|120.99\|0.00\|117.90\|126.40\|114.12\|616335;2026-08-12\|120.51\|-0.40\|121.96\|122.80\|118.20\|446063;2026-08-13\|119.23\|-1.06\|121.50\|126.35\|118.88\|495534;2026-08-14\|123.05\|3.20\|119.47\|124.09\|117.00\|435058;2026-08-17\|132.22\|7.45\|123.05\|133.88\|121.40\|562457;2026-08-18\|124.21\|-6.06\|129.85\|130.90\|122.85\|487374;2026-08-19\|113.88\|-8.32\|117.68\|123.38\|112.27\|436892;2026-08-20\|113.19\|-0.61\|116.59\|118.99\|111.10\|341255;2026-08-21\|114.80\|1.42\|112.22\|115.92\|110.08\|273594;2026-08-24\|111.11\|-3.21\|114.22\|114.90\|106.33\|280089;2026-08-25\|110.53\|-0.52\|110.00\|111.80\|106.00\|238582;2026-08-26\|107.82\|-2.45\|111.27\|111.71\|106.01\|237025;2026-08-27\|114.53\|6.22\|110.03\|115.36\|106.80\|375372;2026-08-28\|114.39\|-0.12\|113.15\|119.48\|113.01\|376571;2026-08-31\|123.97\|8.37\|111.50\|123.97\|111.10\|499219;2026-09-01\|114.23\|-7.86\|121.51\|122.00\|113.50\|361451;2026-09-02\|108.89\|-4.67\|108.51\|111.65\|107.00\|229385;2026-09-03\|104.84\|-3.72\|111.11\|112.20\|103.01\|269314;2026-09-04\|100.87\|-3.79\|106.02\|106.95\|99.66\|261277;2026-09-07\|106.99\|6.07\|102.58\|108.85\|101.50\|328864;2026-09-08\|105.50\|-1.39\|107.50\|109.31\|104.06\|281618
125162	中国创新药上半年出海总金额约997亿美元	ADC创新药+CDMO+在手订单增长行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年6月8日投资者关系活动记录表，公司重庆皓元抗体偶联CDMO基地已顺利投入运营并通过欧盟QP审计，2025年公司锚定ADC创新药高壁垒赛道，ADC业务签单趋势良好，为后续业绩增长提供强劲动能。 2、据2026年6月16日互动易，截至2026年一季度末，公司已储备超150种Payload与500余种Linker，已为超1700家客户ADC研发提供支持，助力完成80余个CMC项目，其中6个项目推进至BLA申报阶段，1个项目实现商业化落地。 3、据2026年6月8日投资者关系活动记录表，截至2026年一季度末，公司后端业务在手订单规模提升至8.6亿元，已连续六个季度实现环比正增长，为2026年全年业绩的稳健增长奠定坚实基础。	国内最具研究开发能力的高难度化学药物合成技术平台之一，覆盖了小分子创新药仿制药研发产业链；上半年净利润同比增长超115%	2026-04-30\|74.56\|2.40\|72.11\|75.38\|71.28\|54018;2026-05-06\|72.56\|-2.68\|74.67\|74.67\|70.71\|63027;2026-05-07\|73.70\|1.57\|72.88\|75.06\|72.58\|56589;2026-05-08\|71.90\|-2.44\|74.00\|74.20\|71.50\|40116;2026-05-11\|71.48\|-0.58\|71.48\|72.42\|66.88\|86932;2026-05-12\|72.25\|1.08\|71.28\|73.73\|69.90\|54548;2026-05-13\|70.97\|-1.77\|72.25\|72.40\|68.20\|75239;2026-05-14\|69.80\|-1.65\|70.84\|72.26\|68.51\|44199;2026-05-15\|70.92\|1.60\|69.69\|72.21\|69.66\|48173;2026-05-18\|71.86\|1.33\|70.73\|74.19\|69.50\|44011;2026-05-19\|70.76\|-1.53\|71.99\|73.40\|69.90\|30373;2026-05-20\|75.39\|6.54\|70.76\|76.18\|70.08\|82574;2026-05-21\|75.03\|-0.48\|75.30\|78.88\|74.70\|89571;2026-05-22\|75.62\|0.79\|75.60\|76.40\|74.30\|42550;2026-05-25\|73.76\|-2.46\|74.81\|75.74\|72.35\|60172;2026-05-26\|78.79\|6.82\|73.19\|79.29\|72.69\|88852;2026-05-27\|78.16\|-0.80\|78.79\|79.74\|76.63\|54904;2026-05-28\|75.78\|-3.04\|77.77\|78.36\|74.07\|55628;2026-05-29\|74.23\|-2.05\|75.50\|76.89\|71.80\|67781;2026-06-01\|78.50\|5.75\|74.62\|79.99\|74.03\|90267;2026-06-02\|77.05\|-1.85\|78.50\|78.65\|76.58\|43593;2026-06-03\|78.03\|1.27\|76.58\|78.68\|75.90\|39970;2026-06-04\|76.36\|-2.14\|77.99\|78.87\|75.17\|42443;2026-06-05\|75.00\|-1.78\|77.02\|77.86\|73.90\|49709;2026-06-08\|70.90\|-5.47\|74.01\|74.95\|70.60\|56523;2026-06-09\|70.20\|-0.99\|71.70\|72.07\|69.62\|41299;2026-06-10\|74.66\|6.35\|69.80\|74.80\|69.77\|57555;2026-06-11\|75.77\|1.49\|73.92\|76.50\|73.75\|37985;2026-06-12\|77.05\|1.69\|76.23\|79.65\|75.07\|95474;2026-06-15\|75.92\|-1.47\|77.02\|77.77\|75.03\|49136;2026-06-16\|74.90\|-1.34\|76.25\|76.49\|74.26\|31421;2026-06-17\|75.05\|0.20\|74.95\|75.66\|73.95\|30507;2026-06-18\|86.37\|15.08\|75.20\|90.06\|74.58\|158327;2026-06-22\|86.10\|-0.31\|85.60\|89.31\|83.52\|118091;2026-06-23\|90.07\|4.61\|86.10\|91.47\|86.10\|116168;2026-06-24\|90.86\|0.88\|90.02\|93.40\|87.07\|105493;2026-06-25\|91.20\|0.37\|89.99\|93.00\|88.30\|98744;2026-06-26\|90.15\|-1.15\|92.00\|96.04\|90.00\|85174;2026-06-29\|98.11\|8.83\|90.16\|99.97\|89.11\|140312;2026-06-30\|94.60\|-3.58\|96.51\|97.47\|93.80\|106919;2026-07-01\|95.50\|0.95\|94.50\|96.00\|89.46\|109263;2026-07-02\|92.48\|-3.16\|94.90\|99.90\|91.75\|90276;2026-07-03\|91.99\|-0.53\|93.50\|95.20\|89.28\|77632;2026-07-06\|92.27\|0.30\|91.90\|96.87\|90.10\|87761;2026-07-07\|87.05\|-5.66\|91.00\|91.43\|85.85\|79773;2026-07-08\|82.88\|-4.79\|87.13\|88.14\|82.60\|66071;2026-07-09\|84.80\|2.32\|82.40\|86.37\|81.81\|53863;2026-07-10\|87.82\|3.56\|83.96\|90.27\|83.30\|75653;2026-07-13\|82.40\|-6.01\|87.43\|87.83\|82.20\|68089;2026-07-14\|86.40\|4.85\|83.00\|87.35\|80.50\|67991;2026-07-15\|91.40\|5.79\|87.12\|93.80\|86.40\|98096;2026-07-16\|85.50\|-6.46\|89.00\|90.00\|84.00\|86269;2026-07-17\|71.11\|-16.83\|84.00\|85.93\|71.11\|105515;2026-07-20\|73.60\|3.50\|71.70\|75.45\|71.00\|79104;2026-07-21\|72.88\|-0.98\|73.60\|73.60\|67.00\|85782;2026-07-22\|71.00\|-2.58\|71.47\|74.88\|70.29\|62629;2026-07-23\|69.95\|-1.48\|70.98\|72.96\|69.69\|46736;2026-07-24\|68.15\|-2.57\|69.00\|70.70\|67.88\|36797;2026-07-27\|73.86\|8.38\|68.14\|74.45\|68.01\|61439;2026-07-28\|70.35\|-4.75\|73.58\|74.50\|70.00\|34749;2026-07-29\|78.00\|10.87\|71.10\|78.90\|70.38\|83361;2026-07-30\|76.35\|-2.12\|78.00\|78.00\|73.55\|56651;2026-07-31\|77.72\|1.79\|75.98\|79.85\|75.09\|49293;2026-08-03\|75.18\|-3.27\|76.88\|78.48\|74.58\|32589;2026-08-04\|81.00\|7.74\|76.69\|82.66\|76.30\|58811;2026-08-05\|80.52\|-0.59\|81.00\|83.10\|79.70\|42484;2026-08-06\|80.37\|-0.19\|81.89\|81.99\|79.33\|34323;2026-08-07\|94.50\|17.58\|80.00\|95.00\|80.00\|123287;2026-08-10\|97.73\|3.42\|94.65\|100.69\|94.00\|106323;2026-08-11\|95.00\|-2.79\|96.80\|100.18\|94.50\|93659;2026-08-12\|94.10\|-0.95\|93.67\|97.49\|93.67\|60624;2026-08-13\|98.97\|5.18\|94.95\|102.60\|94.20\|97624;2026-08-14\|100.08\|1.12\|99.66\|101.39\|97.18\|62852;2026-08-17\|100.42\|0.34\|99.20\|100.89\|97.80\|49316;2026-08-18\|100.40\|-0.02\|100.25\|100.79\|97.50\|62052;2026-08-19\|97.00\|-3.39\|100.40\|103.45\|96.70\|77429;2026-08-20\|100.09\|3.19\|102.61\|104.44\|99.15\|86253;2026-08-21\|97.39\|-2.70\|98.46\|99.80\|96.30\|63455;2026-08-24\|91.66\|-5.88\|97.51\|98.16\|90.90\|59871;2026-08-25\|98.02\|6.94\|91.38\|98.89\|90.60\|70416;2026-08-26\|97.39\|-0.64\|99.88\|102.30\|95.90\|58476;2026-08-27\|96.27\|-1.15\|97.01\|98.30\|95.39\|47454;2026-08-28\|93.58\|-2.79\|96.20\|96.87\|93.52\|34101;2026-08-31\|93.00\|-0.62\|92.45\|93.93\|90.66\|42133;2026-09-01\|92.10\|-0.97\|92.86\|93.86\|90.68\|33998;2026-09-02\|92.11\|0.01\|92.07\|93.63\|90.91\|36829;2026-09-03\|91.95\|-0.17\|92.34\|93.86\|90.28\|28177;2026-09-04\|88.83\|-3.39\|92.74\|92.89\|88.01\|35413;2026-09-07\|89.05\|0.25\|89.20\|89.83\|88.12\|24250;2026-09-08\|94.67\|6.31\|89.08\|96.40\|88.51\|6058755
125161	中国创新药上半年出海总金额约997亿美元	涨停揭秘：“医保+商保”双目录推进加速生物药商业化，带动上游细胞培养服务需求；涨停缘由：公司专注细胞培养产品与服务，为生物药CDMO企业提供关键耗材与工艺支持，受益于抗体、CGT等创新药放量带来的上游配套需求扩张；资金逻辑：科创板医药标的获主题资金挖掘，融资买入活跃，北向持仓小幅回升，显示长期资金回补迹象；风险提示：客户集中度较高，行业竞争加剧致毛利率承压，技术迭代快带来持续研发投入压力	公司专门从事细胞培养产品与服务	2026-04-30\|50.24\|-2.94\|51.76\|52.50\|49.39\|22779;2026-05-06\|51.67\|2.85\|50.24\|52.23\|49.72\|18335;2026-05-07\|52.58\|1.76\|52.32\|52.87\|51.44\|15560;2026-05-08\|51.88\|-1.33\|53.00\|54.00\|51.53\|10288;2026-05-11\|52.04\|0.31\|51.90\|52.98\|50.07\|26283;2026-05-12\|48.29\|-7.21\|51.00\|51.20\|47.62\|33775;2026-05-13\|47.50\|-1.64\|48.29\|48.52\|46.80\|16720;2026-05-14\|46.41\|-2.29\|47.56\|47.93\|46.21\|11426;2026-05-15\|46.13\|-0.60\|46.22\|47.15\|45.87\|10021;2026-05-18\|46.50\|0.80\|46.11\|47.00\|45.60\|14481;2026-05-19\|45.76\|-1.59\|46.73\|47.16\|45.12\|12029;2026-05-20\|46.89\|2.47\|45.21\|47.46\|45.21\|15888;2026-05-21\|45.34\|-3.31\|46.82\|47.62\|45.01\|13609;2026-05-22\|45.65\|0.68\|45.87\|45.99\|45.23\|8107;2026-05-25\|45.26\|-0.85\|45.66\|46.05\|44.66\|7793;2026-05-26\|44.65\|-1.35\|45.01\|45.35\|43.88\|7915;2026-05-27\|44.86\|0.47\|44.88\|45.22\|43.90\|7277;2026-05-28\|44.58\|-0.62\|44.95\|45.15\|43.92\|7363;2026-05-29\|43.61\|-2.18\|45.18\|45.18\|43.22\|10504;2026-06-01\|44.96\|3.10\|44.10\|46.83\|44.10\|22803;2026-06-02\|41.21\|-8.34\|44.68\|44.82\|40.50\|28020;2026-06-03\|40.22\|-2.40\|42.23\|42.23\|39.81\|17480;2026-06-04\|38.44\|-4.43\|39.69\|40.10\|38.03\|21437;2026-06-05\|37.45\|-2.58\|38.60\|39.16\|37.21\|18482;2026-06-08\|35.20\|-6.01\|36.80\|37.04\|34.85\|28841;2026-06-09\|35.82\|1.76\|35.89\|36.31\|35.32\|17218;2026-06-10\|35.28\|-1.51\|35.82\|35.82\|34.36\|13334;2026-06-11\|34.51\|-2.18\|34.96\|35.24\|34.13\|11687;2026-06-12\|35.78\|3.68\|34.78\|36.03\|34.75\|15712;2026-06-15\|35.93\|0.42\|36.16\|36.23\|35.21\|12220;2026-06-16\|36.80\|2.42\|36.00\|36.83\|35.23\|15352;2026-06-17\|37.51\|1.93\|36.62\|38.05\|36.18\|14918;2026-06-18\|38.09\|1.55\|37.52\|39.11\|37.02\|18859;2026-06-22\|38.28\|0.50\|37.81\|38.28\|36.61\|23356;2026-06-23\|40.23\|5.09\|38.00\|40.49\|38.00\|23819;2026-06-24\|40.09\|-0.35\|40.25\|41.84\|39.58\|30738;2026-06-25\|39.73\|-0.90\|39.58\|40.08\|38.20\|26942;2026-06-26\|37.65\|-5.24\|39.00\|39.99\|37.41\|26251;2026-06-29\|41.60\|10.49\|37.61\|42.31\|37.13\|32019;2026-06-30\|41.69\|0.22\|41.94\|42.89\|41.58\|20549;2026-07-01\|44.69\|7.20\|42.45\|45.11\|40.34\|32588;2026-07-02\|43.11\|-3.54\|44.97\|45.60\|43.11\|24288;2026-07-03\|44.31\|2.78\|43.03\|44.60\|42.86\|18407;2026-07-06\|44.45\|0.32\|44.50\|47.12\|43.83\|34270;2026-07-07\|42.39\|-4.63\|43.78\|43.99\|41.96\|29013;2026-07-08\|41.00\|-3.28\|41.97\|42.98\|41.00\|17752;2026-07-09\|43.30\|5.61\|40.86\|43.77\|40.47\|23599;2026-07-10\|48.39\|12.27\|43.32\|49.51\|42.60\|43090;2026-07-13\|46.40\|-4.11\|48.51\|49.22\|46.04\|29949;2026-07-14\|51.00\|9.91\|46.56\|51.98\|45.61\|57820;2026-07-15\|53.95\|5.78\|49.92\|58.99\|49.89\|76525;2026-07-16\|54.40\|0.83\|53.11\|57.64\|51.91\|70337;2026-07-17\|51.82\|-4.74\|53.87\|55.53\|51.20\|56344;2026-07-20\|54.00\|4.21\|51.80\|54.35\|50.44\|47552;2026-07-21\|56.22\|4.11\|53.05\|56.75\|51.52\|46052;2026-07-22\|59.44\|5.73\|56.08\|60.66\|55.28\|68628;2026-07-23\|56.52\|-4.91\|60.00\|61.68\|55.26\|67859;2026-07-24\|52.87\|-6.46\|56.00\|56.60\|52.57\|53827;2026-07-27\|55.14\|4.29\|52.87\|56.33\|50.35\|47920;2026-07-28\|53.22\|-3.48\|54.80\|55.89\|52.80\|26639;2026-07-29\|53.08\|-0.26\|53.09\|54.80\|51.51\|33558;2026-07-30\|50.78\|-4.33\|52.02\|53.49\|49.67\|30197;2026-07-31\|49.40\|-2.72\|51.69\|53.05\|49.20\|30891;2026-08-03\|48.79\|-1.23\|49.50\|49.80\|48.05\|36278;2026-08-04\|54.83\|12.38\|49.20\|55.19\|48.25\|52757;2026-08-05\|54.60\|-0.42\|55.18\|56.31\|53.74\|39523;2026-08-06\|53.76\|-1.54\|54.39\|55.75\|53.22\|30255;2026-08-07\|63.22\|17.60\|53.50\|63.65\|53.20\|77952;2026-08-10\|66.85\|5.74\|66.51\|71.88\|63.78\|113767;2026-08-11\|63.71\|-4.70\|65.00\|67.30\|63.02\|78592;2026-08-12\|61.84\|-2.94\|62.56\|66.18\|61.30\|57389;2026-08-13\|67.53\|9.20\|61.44\|69.94\|61.08\|89789;2026-08-14\|66.37\|-1.72\|66.80\|67.98\|65.02\|54260;2026-08-17\|66.50\|0.20\|66.00\|67.46\|64.38\|48020;2026-08-18\|64.55\|-2.93\|66.50\|66.97\|63.85\|33871;2026-08-19\|60.38\|-6.46\|64.00\|64.59\|59.87\|53179;2026-08-20\|63.90\|5.83\|63.00\|66.20\|61.91\|65439;2026-08-21\|61.75\|-3.36\|62.00\|64.37\|59.88\|45481;2026-08-24\|58.18\|-5.78\|61.75\|62.57\|57.00\|51145;2026-08-25\|59.33\|1.98\|57.57\|60.43\|56.90\|41890;2026-08-26\|57.42\|-3.22\|59.33\|60.59\|56.58\|29903;2026-08-27\|56.98\|-0.77\|56.70\|58.37\|55.60\|30475;2026-08-28\|55.10\|-3.30\|57.04\|57.97\|54.94\|28129;2026-08-31\|53.10\|-3.63\|54.09\|55.00\|51.00\|56520;2026-09-01\|53.56\|0.87\|52.83\|53.94\|51.76\|35070;2026-09-02\|55.88\|4.33\|53.84\|58.44\|53.30\|58425;2026-09-03\|55.93\|0.09\|56.99\|58.04\|55.44\|33937;2026-09-04\|54.62\|-2.34\|56.30\|57.36\|54.21\|28739;2026-09-07\|56.91\|4.19\|54.10\|57.86\|54.10\|37580;2026-09-08\|68.29\|20.00\|56.64\|68.29\|56.64\|8540330
125160		新型城镇化+设立合资公司+风景园林设计 1、据2026年7月24日公告，公司拟与清微智能等共同投资设立合资公司，杭州园林认缴出资1020万元持股51%，旨在探索人工智能在业务中的深度应用。 2、据2025年年报，公司主营业务为风景园林设计服务和工程总承包服务，系全国首批风景园林工程设计专项甲级资质单位，曾承接杭州西溪湿地、博鳌亚洲论坛会址等核心景观项目。 3、据2026年4月29日业绩说明会，“杭园AI智能平台”已在工作中推广并应用，在方案策划、效果图渲染等场景可替代部分基础工作，提升工作质量与效率。	持股5%以上股东杭州园展与盛金安磐签署协议，拟以16.60元/股转让公司6.87%股份，受让方系看好公司未来发展前景及长期投资价值	2026-04-30\|19.19\|-1.59\|19.60\|20.16\|19.12\|61702;2026-05-06\|19.19\|0.00\|19.19\|19.43\|18.80\|55307;2026-05-07\|18.77\|-2.19\|19.22\|19.88\|18.69\|54323;2026-05-08\|19.55\|4.16\|18.75\|20.10\|18.73\|78980;2026-05-11\|20.49\|4.81\|19.69\|20.85\|19.29\|72702;2026-05-12\|20.93\|2.15\|20.43\|21.20\|20.01\|60639;2026-05-13\|21.82\|4.25\|20.82\|22.00\|20.06\|81533;2026-05-14\|22.05\|1.05\|22.13\|22.58\|21.69\|65428;2026-05-15\|22.70\|2.95\|22.05\|22.76\|21.90\|58051;2026-05-18\|22.66\|-0.18\|23.00\|24.94\|21.56\|135665;2026-05-19\|21.25\|-6.22\|23.04\|23.04\|20.92\|115995;2026-05-20\|21.18\|-0.33\|21.12\|22.48\|20.80\|86853;2026-05-21\|20.89\|-1.37\|21.17\|21.85\|20.70\|71044;2026-05-22\|21.86\|4.64\|20.89\|22.55\|20.70\|66398;2026-05-25\|21.60\|-1.19\|22.23\|22.23\|21.26\|47641;2026-05-26\|21.12\|-2.22\|21.62\|24.58\|20.65\|53499;2026-05-27\|20.75\|-1.75\|21.27\|21.43\|20.49\|42502;2026-05-28\|22.03\|6.17\|20.69\|22.05\|20.25\|66742;2026-05-29\|21.05\|-4.45\|22.20\|22.48\|20.68\|79247;2026-06-01\|25.26\|20.00\|22.95\|25.26\|22.82\|57023;2026-06-02\|26.05\|3.13\|29.15\|29.15\|24.46\|220416;2026-06-03\|25.92\|-0.50\|25.92\|26.70\|25.35\|117066;2026-06-04\|27.42\|5.79\|25.74\|27.70\|25.50\|97525;2026-06-05\|27.90\|1.75\|27.13\|28.12\|26.90\|84252;2026-06-08\|26.65\|-4.48\|27.37\|27.44\|25.76\|87309;2026-06-09\|27.44\|2.96\|26.90\|27.97\|26.62\|59052;2026-06-10\|26.50\|-3.43\|27.00\|28.67\|26.30\|60993;2026-06-11\|25.95\|-2.08\|26.31\|26.65\|25.47\|46302;2026-06-12\|24.80\|-4.43\|26.33\|26.50\|24.71\|47155;2026-06-15\|24.89\|0.36\|25.29\|25.69\|24.76\|38967;2026-06-16\|27.15\|9.08\|24.89\|27.66\|24.34\|74718;2026-06-17\|27.46\|1.33\|27.04\|27.60\|26.52\|47677;2026-06-18\|27.94\|1.75\|27.16\|28.38\|26.75\|54875;2026-06-22\|28.73\|2.83\|27.89\|28.80\|26.62\|61325;2026-06-23\|28.35\|-1.32\|29.03\|29.50\|27.99\|47910;2026-06-24\|27.80\|-1.94\|28.00\|28.50\|27.00\|40301;2026-06-25\|27.50\|-1.08\|28.20\|28.33\|27.35\|29619;2026-06-26\|27.03\|-1.71\|27.49\|28.00\|26.80\|30707;2026-06-29\|27.16\|0.48\|27.20\|27.50\|26.11\|38521;2026-06-30\|27.99\|3.06\|27.28\|28.00\|26.58\|35182;2026-07-01\|27.60\|-1.39\|28.55\|29.19\|27.31\|31947;2026-07-02\|26.42\|-4.28\|27.19\|28.63\|26.38\|41310;2026-07-03\|27.15\|2.76\|26.75\|27.94\|26.64\|45061;2026-07-06\|28.21\|3.90\|27.55\|29.29\|27.17\|63677;2026-07-07\|28.01\|-0.71\|28.21\|28.48\|27.23\|47340;2026-07-08\|28.08\|0.25\|28.27\|28.79\|27.08\|49764;2026-07-09\|29.85\|6.30\|28.03\|30.00\|27.60\|75866;2026-07-10\|30.09\|0.80\|29.56\|31.48\|29.56\|66722;2026-07-13\|27.01\|-10.24\|29.57\|30.38\|26.90\|83769;2026-07-14\|27.89\|3.26\|27.50\|28.11\|26.25\|55984;2026-07-15\|29.86\|7.06\|27.89\|30.58\|27.55\|65793;2026-07-16\|29.61\|-0.84\|29.60\|30.70\|29.01\|74713;2026-07-17\|23.69\|-19.99\|29.88\|29.88\|23.69\|115064;2026-07-20\|20.92\|-11.69\|23.68\|25.97\|18.95\|131637;2026-07-21\|24.28\|16.06\|21.42\|24.98\|18.69\|114325;2026-07-22\|22.37\|-7.87\|23.87\|24.50\|21.91\|73831;2026-07-23\|23.65\|5.72\|22.52\|23.68\|21.82\|50390;2026-07-24\|23.14\|-2.16\|23.07\|23.44\|22.28\|42374;2026-07-27\|21.45\|-7.30\|23.12\|24.66\|21.13\|87450;2026-07-28\|20.45\|-4.66\|20.84\|21.63\|20.00\|51571;2026-07-29\|19.19\|-6.16\|20.46\|20.65\|18.80\|64085;2026-07-30\|17.06\|-11.10\|19.47\|19.47\|16.88\|72671;2026-07-31\|17.64\|3.40\|17.84\|18.77\|17.62\|65524;2026-08-03\|18.97\|7.54\|17.47\|19.19\|17.18\|64753;2026-08-04\|20.27\|6.85\|19.00\|20.59\|18.80\|49424;2026-08-05\|20.29\|0.10\|20.21\|21.36\|20.10\|50429;2026-08-06\|20.75\|2.27\|20.49\|21.02\|20.10\|41089;2026-08-07\|24.41\|17.64\|20.75\|24.90\|20.58\|119366;2026-08-10\|25.59\|4.83\|24.78\|25.69\|23.73\|85395;2026-08-11\|24.85\|-2.89\|25.50\|26.16\|24.80\|67198;2026-08-12\|25.53\|2.74\|24.86\|25.70\|24.69\|35337;2026-08-13\|25.02\|-2.00\|25.69\|26.60\|25.02\|52867;2026-08-14\|25.33\|1.24\|25.02\|25.39\|24.42\|29832;2026-08-17\|26.35\|4.03\|25.60\|26.45\|25.28\|46955;2026-08-18\|27.73\|5.24\|26.66\|28.18\|26.50\|61569;2026-08-19\|24.15\|-12.91\|26.92\|27.50\|23.86\|85992;2026-08-20\|25.87\|7.12\|24.75\|26.91\|24.39\|85640;2026-08-21\|25.36\|-1.97\|25.94\|26.76\|25.16\|57239;2026-08-24\|24.61\|-2.96\|25.26\|25.57\|23.70\|55663;2026-08-25\|25.60\|4.02\|24.44\|25.94\|23.70\|47900;2026-08-26\|25.37\|-0.90\|26.10\|26.10\|24.93\|32994;2026-08-27\|25.75\|1.50\|25.31\|25.93\|25.02\|35383;2026-08-28\|24.97\|-3.03\|25.63\|25.77\|24.83\|27916;2026-08-31\|25.66\|2.76\|24.75\|25.69\|23.89\|40188;2026-09-01\|27.04\|5.38\|25.50\|27.18\|25.12\|53841;2026-09-02\|27.08\|0.15\|26.89\|28.28\|26.33\|64434;2026-09-03\|29.25\|8.01\|27.08\|29.49\|26.90\|79954;2026-09-04\|28.67\|-1.98\|29.31\|29.84\|28.27\|67141;2026-09-07\|28.16\|-1.78\|28.82\|29.78\|27.55\|60247;2026-09-08\|27.15\|-3.59\|28.28\|28.59\|26.90\|60628
125159	高盛将PCB市场规模预期上调38%	PCB+铜箔装备+CPO+陕西国资行业原因： 1、高盛大幅上调AI服务器PCB和CCL预测。该行预计，全球AI服务器PCB市场将在2027年达到375亿美元，较此前预测上调38%，2028年进一步增至840亿美元；CCL市场2027年预计达到221亿美元，上调18%，2028年则有望增至480亿美元。 2、花旗研报指出8月电子布价格创下年内最大单月涨幅，主流系列均价单月上涨17%至18%，年内累计涨幅已达118%至165%。公司原因： 1、据2026年3月26日招股书，公司是可提供高性能电子电路铜箔和极薄锂电铜箔生产线整体解决方案的龙头企业，2024年阴极辊及铜箔钛阳极产品市占率均居国内第一。 2、据2026年6月10日互动易，胜宏科技参与了公司战略配售，双方以AI服务器PCB的超低轮廓高频铜箔装备等为核心合作产品，相关合作正在推进中。 3、据2026年4月10日互动易，公司全资子公司赛尔电子生产的光模块金属封装外壳产品已实现小批量供货，可应用于光模块产品。 4、据公司招股书，公司控股股东为西北有色金属研究院，实际控制人为陕西省财政厅。	公司是国际上可提供高性能电子电路铜箔和极薄锂电铜箔生产线整体解决方案的龙头企业，自主开发的3D陶瓷封装外壳已小批量进入CPO相关设备领域	2026-04-30\|92.40\|6.86\|86.43\|93.99\|83.20\|92626;2026-05-06\|110.88\|20.00\|99.18\|110.88\|99.18\|60319;2026-05-07\|116.00\|4.62\|116.99\|128.66\|110.00\|99031;2026-05-08\|111.41\|-3.96\|110.50\|114.50\|110.00\|70617;2026-05-11\|118.30\|6.18\|111.00\|123.49\|108.35\|82511;2026-05-12\|128.66\|8.76\|118.93\|128.66\|115.36\|73050;2026-05-13\|125.83\|-2.20\|124.07\|131.00\|120.66\|53100;2026-05-14\|133.00\|5.70\|122.01\|137.60\|116.89\|65901;2026-05-15\|128.48\|-3.40\|131.67\|136.00\|117.80\|59625;2026-05-18\|136.88\|6.54\|127.01\|139.94\|122.30\|63886;2026-05-19\|134.03\|-2.08\|132.58\|137.97\|130.00\|38591;2026-05-20\|141.22\|5.36\|132.77\|144.35\|132.77\|43107;2026-05-21\|138.00\|-2.28\|140.00\|151.22\|137.00\|55486;2026-05-22\|144.33\|4.59\|140.50\|148.00\|136.09\|61594;2026-05-25\|145.85\|1.05\|141.40\|148.60\|137.00\|45979;2026-05-26\|152.86\|4.81\|145.56\|153.16\|137.60\|37600;2026-05-27\|166.88\|9.17\|150.00\|174.00\|149.52\|42198;2026-05-28\|183.00\|9.66\|163.95\|186.97\|160.05\|39159;2026-05-29\|186.80\|2.08\|180.80\|200.00\|177.00\|48099;2026-06-01\|162.78\|-12.86\|179.99\|183.97\|150.00\|49891;2026-06-02\|162.50\|-0.17\|162.36\|171.62\|146.18\|62899;2026-06-03\|164.56\|1.27\|160.66\|170.10\|158.53\|39209;2026-06-04\|179.20\|8.90\|162.80\|180.18\|160.00\|37193;2026-06-05\|183.68\|2.50\|178.30\|186.80\|175.01\|35776;2026-06-08\|158.20\|-13.87\|160.55\|174.00\|155.56\|38590;2026-06-09\|157.48\|-0.46\|163.07\|165.88\|142.00\|37569;2026-06-10\|137.00\|-13.00\|152.36\|155.95\|135.88\|48857;2026-06-11\|143.20\|4.53\|133.01\|144.89\|126.11\|37725;2026-06-12\|141.54\|-1.16\|150.00\|153.28\|140.58\|32361;2026-06-15\|169.85\|20.00\|150.33\|169.85\|150.00\|39569;2026-06-16\|177.48\|4.49\|176.00\|195.89\|176.00\|41832;2026-06-17\|188.95\|6.46\|176.00\|192.33\|173.00\|33604;2026-06-18\|190.46\|0.80\|184.00\|194.50\|179.87\|39631;2026-06-22\|207.00\|8.68\|200.00\|210.96\|197.80\|36805;2026-06-23\|198.10\|-4.30\|216.00\|226.00\|194.58\|42601;2026-06-24\|222.20\|12.17\|194.59\|222.70\|194.00\|42225;2026-06-25\|243.80\|9.72\|218.05\|249.44\|213.50\|45307;2026-06-26\|230.90\|-5.29\|240.00\|243.80\|225.60\|33313;2026-06-29\|211.99\|-8.19\|228.60\|232.95\|202.57\|40573;2026-06-30\|210.00\|-0.94\|215.60\|223.10\|202.51\|41259;2026-07-01\|213.30\|1.57\|218.00\|233.97\|211.69\|38830;2026-07-02\|188.18\|-11.78\|188.93\|207.77\|185.00\|45919;2026-07-03\|188.42\|0.13\|187.10\|204.00\|181.77\|47566;2026-07-06\|174.36\|-7.46\|195.77\|197.89\|169.00\|41707;2026-07-07\|185.97\|6.66\|176.14\|189.00\|168.00\|42484;2026-07-08\|161.00\|-13.43\|187.00\|187.80\|158.01\|55832;2026-07-09\|169.16\|5.07\|165.50\|173.82\|162.09\|42359;2026-07-10\|169.93\|0.46\|169.16\|191.97\|168.17\|56326;2026-07-13\|150.00\|-11.73\|168.23\|170.97\|148.01\|47690;2026-07-14\|159.90\|6.60\|152.70\|165.97\|148.38\|39575;2026-07-15\|150.50\|-5.88\|164.00\|165.00\|149.31\|32078;2026-07-16\|148.68\|-1.21\|145.87\|156.97\|145.20\|24307;2026-07-17\|128.10\|-13.84\|143.87\|149.60\|127.24\|44536;2026-07-20\|119.96\|-6.35\|134.13\|137.00\|113.00\|48145;2026-07-21\|127.80\|6.54\|120.00\|130.00\|108.42\|38751;2026-07-22\|120.00\|-6.10\|123.05\|128.97\|118.51\|35839;2026-07-23\|118.20\|-1.50\|120.52\|124.33\|115.63\|25046;2026-07-24\|111.01\|-6.08\|115.96\|118.28\|110.91\|24539;2026-07-27\|116.01\|4.50\|111.11\|116.50\|110.01\|27761;2026-07-28\|101.04\|-12.90\|111.72\|112.80\|99.86\|30415;2026-07-29\|100.87\|-0.17\|103.00\|104.54\|97.15\|36728;2026-07-30\|91.80\|-8.99\|100.67\|102.69\|90.63\|31227;2026-07-31\|99.00\|8.43\|101.75\|105.79\|99.00\|30633;2026-08-03\|95.00\|-4.04\|96.48\|101.14\|93.68\|23766;2026-08-04\|100.72\|6.02\|96.69\|101.80\|94.36\|25909;2026-08-05\|108.95\|8.17\|96.73\|110.89\|96.73\|48106;2026-08-06\|109.60\|0.60\|105.00\|114.00\|104.11\|56355;2026-08-07\|128.99\|17.69\|111.50\|131.52\|108.15\|96315;2026-08-10\|118.20\|-8.37\|127.80\|128.81\|114.00\|101891;2026-08-11\|114.43\|-3.19\|113.00\|118.41\|111.47\|57201;2026-08-12\|116.88\|2.14\|114.66\|119.06\|112.96\|52181;2026-08-13\|114.18\|-2.31\|120.00\|122.70\|113.90\|63158;2026-08-14\|115.55\|1.20\|114.48\|116.39\|113.00\|44581;2026-08-17\|125.99\|9.04\|115.14\|129.00\|114.35\|71387;2026-08-18\|127.57\|1.25\|125.80\|129.98\|123.52\|59729;2026-08-19\|110.08\|-13.71\|122.00\|122.50\|109.60\|56115;2026-08-20\|113.53\|3.13\|112.60\|118.45\|108.15\|35282;2026-08-21\|113.61\|0.07\|113.48\|121.33\|112.07\|43198;2026-08-24\|110.10\|-3.09\|113.08\|113.60\|107.20\|31804;2026-08-25\|107.31\|-2.53\|109.00\|109.68\|103.62\|25655;2026-08-26\|107.20\|-0.10\|107.12\|110.11\|103.28\|26722;2026-08-27\|119.96\|11.90\|109.80\|120.88\|108.01\|51692;2026-08-28\|114.50\|-4.55\|119.00\|123.08\|114.50\|36356;2026-08-31\|120.20\|4.98\|111.00\|121.80\|110.94\|39993;2026-09-01\|112.50\|-6.41\|120.53\|120.53\|110.95\|41305;2026-09-02\|108.80\|-3.29\|110.66\|112.38\|108.05\|22926;2026-09-03\|105.41\|-3.12\|110.60\|110.68\|103.50\|27872;2026-09-04\|102.31\|-2.94\|107.50\|113.40\|101.13\|38132;2026-09-07\|122.77\|20.00\|108.03\|122.77\|106.00\|86933;2026-09-08\|121.46\|-1.07\|126.78\|129.90\|119.71\|7076828
125158	高盛将PCB市场规模预期上调38%	先进封装+PCB+电子热工龙头行业原因：据上证报，伴随AI算力需求持续爆发，全球先进封装行业进入高速增长周期。叠加国内产业政策扶持与半导体国产替代提速，本土封测企业迎来明确发展机遇。公司原因： 1、据2026年7月16日互动易，公司自研的超大尺寸集成电路专用回流焊设备已送测至客户现场开展样机测试，该设备专注应对先进封装芯片在PCBA焊接时的复杂工艺难题；智能回流焊设备基于半年以上验证数据经济效果明显，并与数家新客户形成合作。 2、据2026年6月12日互动易，公司自研的超大尺寸集成电路专用回流焊设备专注攻克ABF基板、玻璃基板等新技术新材料应用时先进封装芯片在PCBA焊接应用场景中的各类复杂技术难题。 3、据2026年6月17日投资者关系活动记录表，公司是电子热工装备行业龙头，拥有全行业最完善的产品图谱，累计服务全球近7000家客户，回流焊设备系国家制造业单项冠军产品。	1、公司电子装联设备中的智能机器视觉检测设备主要应用于电路板组装制程领域，覆盖电子产品PCB生产过程中的插件、焊接、检测等多个流程； 2、公司主营产品中电子装联设备可应用于mini&micro LED的焊接及检测领域，设备已批量应用于机器人电子元件制造； 3、公司芯片封装热处理设备可以应用于扇出型封装领域的倒装芯片焊接工艺	2026-04-30\|25.02\|-2.15\|25.64\|26.05\|24.93\|96827;2026-05-06\|26.04\|4.08\|25.38\|26.89\|25.33\|130877;2026-05-07\|29.09\|11.71\|26.20\|29.45\|25.85\|299100;2026-05-08\|30.25\|3.99\|29.33\|30.88\|28.70\|260222;2026-05-11\|31.86\|5.32\|30.07\|32.00\|29.90\|251991;2026-05-12\|31.30\|-1.76\|31.73\|32.21\|31.14\|152726;2026-05-13\|31.30\|0.00\|31.60\|32.12\|30.70\|128425;2026-05-14\|31.38\|0.26\|31.38\|33.36\|30.72\|197219;2026-05-15\|30.60\|-2.49\|31.38\|32.13\|30.00\|145760;2026-05-18\|32.39\|5.85\|30.58\|32.98\|30.08\|157813;2026-05-19\|32.19\|-0.62\|32.33\|32.40\|31.22\|117614;2026-05-20\|31.33\|-2.67\|32.19\|32.98\|30.60\|132275;2026-05-21\|29.90\|-4.56\|31.50\|32.22\|29.75\|134593;2026-05-22\|31.85\|6.52\|29.81\|32.49\|29.80\|146661;2026-05-25\|33.31\|4.58\|31.86\|34.05\|31.52\|198224;2026-05-26\|31.10\|-6.63\|33.47\|33.47\|30.70\|174723;2026-05-27\|30.50\|-1.93\|30.81\|32.00\|29.76\|135775;2026-05-28\|30.05\|-1.48\|29.75\|31.00\|28.85\|155547;2026-05-29\|29.35\|-2.33\|29.90\|30.73\|28.85\|146053;2026-06-01\|28.85\|-1.70\|29.55\|30.90\|28.75\|140587;2026-06-02\|28.70\|-0.52\|27.81\|29.38\|27.71\|119297;2026-06-03\|28.08\|-2.16\|28.70\|29.20\|27.60\|137681;2026-06-04\|28.11\|0.11\|27.83\|28.84\|27.63\|97116;2026-06-05\|29.75\|5.83\|28.01\|31.20\|27.39\|198772;2026-06-08\|33.20\|11.60\|28.35\|35.17\|28.20\|344741;2026-06-09\|35.20\|6.02\|34.30\|35.66\|33.20\|270285;2026-06-10\|38.58\|9.60\|35.91\|40.10\|35.50\|376324;2026-06-11\|37.44\|-2.95\|37.89\|38.70\|36.50\|226689;2026-06-12\|39.27\|4.89\|37.55\|41.00\|37.00\|291712;2026-06-15\|43.21\|10.03\|40.00\|43.52\|39.83\|282256;2026-06-16\|44.85\|3.80\|42.00\|45.98\|41.10\|286891;2026-06-17\|43.61\|-2.76\|43.47\|44.69\|43.00\|207112;2026-06-18\|44.64\|2.36\|43.73\|45.58\|43.13\|168522;2026-06-22\|42.22\|-5.42\|44.38\|44.44\|40.68\|223468;2026-06-23\|41.51\|-1.68\|42.10\|42.95\|40.69\|144204;2026-06-24\|41.12\|-0.94\|40.89\|41.69\|40.00\|102507;2026-06-25\|41.06\|-0.15\|41.00\|42.00\|40.38\|115583;2026-06-26\|38.46\|-6.33\|41.72\|42.95\|38.21\|226207;2026-06-29\|36.17\|-5.95\|38.48\|38.80\|35.15\|192253;2026-06-30\|37.65\|4.09\|36.14\|38.10\|35.93\|134511;2026-07-01\|35.85\|-4.78\|37.65\|38.26\|35.60\|126778;2026-07-02\|34.41\|-4.02\|35.27\|36.38\|34.25\|123277;2026-07-03\|33.74\|-1.95\|34.30\|35.12\|33.70\|98460;2026-07-06\|35.57\|5.42\|33.76\|36.23\|33.49\|197677;2026-07-07\|34.63\|-2.64\|35.55\|35.59\|33.61\|134041;2026-07-08\|30.77\|-11.15\|34.80\|35.20\|30.67\|193242;2026-07-09\|31.29\|1.69\|31.07\|31.41\|29.13\|146205;2026-07-10\|30.66\|-2.01\|32.02\|32.68\|30.58\|111290;2026-07-13\|29.27\|-4.53\|31.17\|33.12\|29.17\|163712;2026-07-14\|29.30\|0.10\|29.42\|30.30\|28.20\|134389;2026-07-15\|28.21\|-3.72\|29.82\|31.34\|28.02\|127877;2026-07-16\|26.38\|-6.49\|27.88\|28.20\|26.14\|144238;2026-07-17\|23.68\|-10.23\|26.14\|26.29\|23.32\|171145;2026-07-20\|21.02\|-11.23\|24.01\|24.26\|20.38\|179314;2026-07-21\|23.60\|12.27\|21.44\|23.70\|18.68\|253446;2026-07-22\|22.62\|-4.15\|23.45\|24.20\|22.49\|189047;2026-07-23\|22.43\|-0.84\|22.76\|23.18\|22.11\|93063;2026-07-24\|21.94\|-2.18\|22.29\|22.41\|21.45\|91475;2026-07-27\|23.18\|5.65\|21.87\|23.18\|21.46\|122907;2026-07-28\|21.55\|-7.03\|22.99\|23.47\|21.30\|121060;2026-07-29\|21.24\|-1.44\|21.45\|22.00\|20.19\|136285;2026-07-30\|19.92\|-6.21\|21.00\|21.49\|19.82\|118193;2026-07-31\|20.90\|4.92\|21.50\|22.30\|20.87\|152159;2026-08-03\|20.42\|-2.30\|21.05\|21.19\|20.27\|87646;2026-08-04\|22.11\|8.28\|20.55\|22.50\|20.55\|125734;2026-08-05\|23.81\|7.69\|21.97\|24.45\|21.97\|182682;2026-08-06\|26.07\|9.49\|23.81\|26.66\|23.21\|221084;2026-08-07\|30.70\|17.76\|26.45\|31.28\|26.45\|350097;2026-08-10\|30.90\|0.65\|30.32\|30.96\|29.27\|285453;2026-08-11\|30.11\|-2.56\|31.51\|32.00\|29.58\|144090;2026-08-12\|29.95\|-0.53\|30.12\|30.56\|29.43\|140828;2026-08-13\|29.20\|-2.50\|30.10\|31.25\|29.08\|130846;2026-08-14\|30.09\|3.05\|29.50\|30.62\|29.00\|136782;2026-08-17\|30.69\|1.99\|30.05\|30.97\|29.50\|113974;2026-08-18\|30.60\|-0.29\|30.85\|31.79\|30.09\|133551;2026-08-19\|28.28\|-7.58\|29.51\|30.13\|28.02\|129697;2026-08-20\|28.56\|0.99\|28.76\|29.61\|28.12\|97481;2026-08-21\|28.34\|-0.77\|28.12\|29.00\|27.71\|83236;2026-08-24\|27.97\|-1.31\|28.23\|28.36\|27.10\|83302;2026-08-25\|28.53\|2.00\|27.50\|28.78\|26.47\|128578;2026-08-26\|28.71\|0.63\|28.26\|29.16\|27.51\|118954;2026-08-27\|31.61\|10.10\|28.86\|31.95\|28.75\|175650;2026-08-28\|31.20\|-1.30\|31.99\|32.41\|31.13\|131750;2026-08-31\|30.68\|-1.67\|30.28\|31.46\|30.24\|87188;2026-09-01\|29.95\|-2.38\|30.48\|30.58\|29.45\|88427;2026-09-02\|29.66\|-0.97\|29.66\|30.07\|29.05\|59812;2026-09-03\|33.65\|13.45\|29.88\|34.26\|29.00\|234633;2026-09-04\|32.87\|-2.32\|33.66\|34.54\|32.45\|206480;2026-09-07\|35.07\|6.69\|33.05\|35.58\|32.79\|204706;2026-09-08\|34.95\|-0.34\|35.17\|35.62\|34.00\|142221
125157	中国创新药上半年出海总金额约997亿美元		公司是国内药用胶塞细分领域领先企业，董事会决议设立AI医药战略委员会，为公司AI医药业务提供战略规划与技术指导，并链接国际客户资源	2026-04-30\|85.39\|1.56\|84.08\|85.90\|81.38\|41276;2026-05-06\|87.06\|1.96\|86.19\|88.66\|85.00\|48333;2026-05-07\|94.50\|8.55\|87.08\|95.60\|85.50\|74972;2026-05-08\|96.66\|2.29\|94.99\|99.80\|93.04\|41887;2026-05-11\|98.24\|1.63\|97.00\|102.80\|97.00\|53138;2026-05-12\|105.97\|7.87\|98.45\|110.00\|98.44\|70011;2026-05-13\|107.78\|1.71\|105.42\|110.00\|103.09\|52994;2026-05-14\|107.30\|-0.45\|107.41\|109.50\|106.07\|44124;2026-05-15\|102.50\|-4.47\|107.80\|108.59\|102.00\|48963;2026-05-18\|111.56\|8.84\|102.50\|114.28\|102.50\|57123;2026-05-19\|113.44\|1.69\|111.56\|115.50\|110.20\|45359;2026-05-20\|116.98\|3.12\|113.44\|117.77\|112.51\|44844;2026-05-21\|110.21\|-5.79\|116.98\|118.83\|109.69\|42120;2026-05-22\|130.60\|18.50\|113.00\|132.25\|112.20\|94587;2026-05-25\|131.49\|0.68\|130.60\|132.55\|127.63\|54075;2026-05-26\|128.70\|-2.12\|130.53\|131.99\|124.00\|42586;2026-05-27\|126.00\|-2.10\|128.02\|129.96\|123.28\|33204;2026-05-28\|127.15\|0.91\|126.84\|128.86\|120.22\|39758;2026-05-29\|124.98\|-1.71\|130.37\|132.28\|123.70\|37485;2026-06-01\|127.10\|1.70\|126.22\|131.99\|125.00\|49429;2026-06-02\|116.00\|-8.73\|129.51\|132.20\|112.59\|71353;2026-06-03\|128.98\|11.19\|117.69\|129.80\|116.51\|60267;2026-06-04\|124.60\|-3.40\|127.50\|128.31\|122.86\|31297;2026-06-05\|123.00\|-1.28\|125.88\|128.49\|122.07\|29059;2026-06-08\|123.25\|0.20\|113.96\|124.39\|113.96\|39538;2026-06-09\|130.30\|5.72\|125.00\|130.86\|124.43\|36430;2026-06-10\|124.30\|-4.60\|130.00\|131.50\|123.59\|28349;2026-06-11\|122.99\|-1.05\|123.75\|125.51\|120.75\|22293;2026-06-12\|120.80\|-1.78\|124.75\|126.99\|118.65\|32728;2026-06-15\|124.85\|3.35\|120.80\|125.50\|118.81\|23116;2026-06-16\|130.91\|4.85\|124.90\|132.16\|122.78\|36420;2026-06-17\|129.32\|-1.21\|131.48\|131.97\|128.00\|17969;2026-06-18\|129.87\|0.43\|129.37\|131.66\|127.58\|30304;2026-06-22\|130.50\|0.49\|130.00\|132.29\|124.06\|42024;2026-06-23\|129.10\|-1.07\|131.50\|133.36\|123.00\|47778;2026-06-24\|123.83\|-4.08\|130.93\|131.38\|123.00\|39462;2026-06-25\|123.11\|-0.58\|124.06\|126.01\|120.10\|33419;2026-06-26\|124.69\|1.28\|122.74\|133.33\|120.31\|45316;2026-06-29\|126.00\|1.05\|127.01\|135.50\|123.11\|63700;2026-06-30\|135.63\|7.64\|126.50\|140.95\|126.02\|102748;2026-07-01\|139.01\|2.49\|135.99\|143.41\|131.01\|84351;2026-07-02\|124.50\|-10.44\|137.00\|137.00\|120.22\|100099;2026-07-03\|121.28\|-2.59\|125.20\|126.53\|118.68\|36272;2026-07-06\|118.82\|-2.03\|121.00\|122.89\|117.19\|27355;2026-07-07\|112.80\|-5.07\|119.40\|119.40\|110.25\|37790;2026-07-08\|107.20\|-4.96\|112.56\|113.71\|107.07\|33285;2026-07-09\|108.94\|1.62\|107.20\|110.31\|104.00\|37408;2026-07-10\|107.57\|-1.26\|109.65\|119.96\|106.30\|36490;2026-07-13\|96.90\|-9.92\|108.68\|109.00\|96.54\|39279;2026-07-14\|100.07\|3.27\|97.90\|100.88\|96.00\|35697;2026-07-15\|104.00\|3.93\|101.30\|105.98\|99.95\|46714;2026-07-16\|73.37\|-8.25\|80.00\|81.49\|72.49\|45917;2026-07-17\|68.13\|-7.14\|74.13\|74.58\|67.90\|65552;2026-07-20\|59.85\|-12.15\|69.97\|72.66\|56.79\|88302;2026-07-21\|63.57\|6.22\|61.47\|63.96\|50.12\|111463;2026-07-22\|63.70\|0.20\|63.55\|68.57\|60.61\|65423;2026-07-23\|62.40\|-2.04\|63.07\|64.08\|60.38\|37922;2026-07-24\|60.80\|-2.56\|62.25\|62.63\|59.05\|35480;2026-07-27\|64.23\|5.64\|60.80\|64.49\|58.96\|49246;2026-07-28\|62.88\|-2.10\|64.23\|66.89\|61.99\|47154;2026-07-29\|60.33\|-4.06\|63.23\|63.43\|58.69\|48002;2026-07-30\|55.18\|-8.54\|60.70\|60.70\|53.70\|54349;2026-07-31\|58.23\|5.53\|58.00\|64.20\|57.64\|76013;2026-08-03\|55.82\|-4.14\|60.00\|60.00\|54.22\|56581;2026-08-04\|60.01\|7.51\|56.65\|60.28\|56.11\|56283;2026-08-05\|65.90\|9.81\|59.45\|66.68\|59.45\|72162;2026-08-06\|71.38\|8.32\|67.08\|74.72\|65.00\|85496;2026-08-07\|84.23\|18.00\|72.13\|85.00\|69.89\|123741;2026-08-10\|81.06\|-3.76\|85.71\|87.49\|79.80\|105634;2026-08-11\|78.80\|-2.79\|80.00\|81.95\|76.81\|68067;2026-08-12\|79.90\|1.40\|79.00\|81.48\|78.71\|46378;2026-08-13\|81.50\|2.00\|80.00\|84.00\|79.28\|75682;2026-08-14\|80.60\|-1.10\|81.29\|81.70\|78.20\|43965;2026-08-17\|82.32\|2.13\|81.70\|82.32\|80.20\|30558;2026-08-18\|80.02\|-2.79\|82.33\|82.33\|79.00\|34543;2026-08-19\|71.41\|-10.76\|78.53\|80.01\|71.20\|58129;2026-08-20\|82.96\|16.17\|78.52\|84.50\|72.50\|126943;2026-08-21\|81.99\|-1.17\|80.45\|83.90\|78.76\|89087;2026-08-24\|78.44\|-4.33\|81.34\|82.90\|76.71\|71318;2026-08-25\|75.36\|-3.93\|78.18\|78.27\|72.42\|70206;2026-08-26\|74.73\|-0.84\|77.00\|78.16\|74.54\|64538;2026-08-27\|74.92\|0.25\|73.38\|76.79\|72.50\|54654;2026-08-28\|71.68\|-4.32\|74.93\|75.56\|71.01\|58563;2026-08-31\|73.72\|2.85\|71.60\|74.21\|70.50\|72701;2026-09-01\|70.59\|-4.25\|73.61\|73.61\|69.01\|51418;2026-09-02\|68.50\|-2.96\|70.70\|71.20\|67.96\|49458;2026-09-03\|66.30\|-3.21\|68.39\|68.66\|65.65\|49574;2026-09-04\|62.40\|-5.88\|66.30\|66.99\|61.41\|74370;2026-09-07\|61.41\|-1.59\|62.81\|63.44\|60.30\|66561;2026-09-08\|61.73\|0.52\|61.42\|62.67\|60.12\|49996
125156	中国创新药上半年出海总金额约997亿美元		全球药物研发领域创新型化学产品和服务供应商；公司内部开发的相关技术已经运用在人工智能辅助的药物研发（AIDD）	2026-04-30\|39.85\|-0.40\|39.77\|40.40\|39.50\|89114;2026-05-06\|40.09\|0.60\|39.88\|40.34\|39.69\|96920;2026-05-07\|39.67\|-1.05\|40.09\|40.51\|39.35\|99080;2026-05-08\|38.90\|-1.94\|39.52\|39.78\|38.88\|84622;2026-05-11\|40.71\|4.65\|38.81\|40.72\|38.32\|168028;2026-05-12\|40.20\|-1.25\|40.30\|40.98\|40.06\|112204;2026-05-13\|39.91\|-0.72\|40.25\|40.73\|39.80\|71756;2026-05-14\|37.68\|-5.59\|39.69\|40.00\|37.68\|113309;2026-05-15\|38.00\|0.85\|37.68\|38.88\|37.65\|88284;2026-05-18\|37.23\|-2.03\|38.00\|38.12\|36.90\|61038;2026-05-19\|37.41\|0.48\|37.16\|37.96\|36.79\|59492;2026-05-20\|37.48\|0.19\|37.21\|37.94\|36.51\|70623;2026-05-21\|37.63\|0.40\|37.48\|39.38\|37.36\|112940;2026-05-22\|37.64\|0.03\|38.19\|38.42\|36.82\|73497;2026-05-25\|37.00\|-1.70\|37.26\|37.93\|36.59\|69590;2026-05-26\|36.88\|-0.32\|36.99\|36.99\|35.82\|59479;2026-05-27\|36.40\|-1.30\|36.80\|37.00\|35.90\|56610;2026-05-28\|36.24\|-0.44\|36.35\|36.56\|35.58\|57471;2026-05-29\|35.29\|-2.62\|36.24\|36.88\|35.08\|81412;2026-06-01\|35.17\|-0.34\|35.41\|35.86\|35.00\|55707;2026-06-02\|34.31\|-2.45\|35.11\|35.11\|34.00\|55716;2026-06-03\|34.50\|0.55\|34.36\|35.30\|33.98\|56613;2026-06-04\|33.58\|-2.67\|34.44\|34.75\|33.33\|49931;2026-06-05\|33.24\|-1.01\|34.30\|34.44\|33.11\|52013;2026-06-08\|31.64\|-4.81\|32.83\|33.40\|31.00\|76041;2026-06-09\|31.99\|1.11\|31.56\|32.16\|31.31\|44840;2026-06-10\|31.97\|0.82\|31.55\|32.30\|31.20\|45631;2026-06-11\|31.25\|-2.25\|31.99\|32.17\|30.90\|38922;2026-06-12\|32.05\|2.56\|31.84\|32.40\|31.22\|48326;2026-06-15\|32.10\|0.16\|32.20\|32.25\|31.81\|45051;2026-06-16\|32.08\|-0.06\|32.00\|32.18\|31.57\|43371;2026-06-17\|32.10\|0.06\|31.91\|32.29\|31.79\|34943;2026-06-18\|33.21\|3.46\|31.99\|33.67\|31.78\|77470;2026-06-22\|33.75\|1.63\|32.88\|33.75\|32.02\|77165;2026-06-23\|34.22\|1.39\|33.72\|34.85\|33.15\|94483;2026-06-24\|35.45\|3.59\|34.01\|35.89\|34.00\|128807;2026-06-25\|34.59\|-2.43\|34.80\|35.33\|33.66\|110568;2026-06-26\|33.51\|-3.12\|34.20\|35.30\|33.38\|77446;2026-06-29\|36.18\|7.97\|33.67\|36.72\|33.47\|152585;2026-06-30\|36.60\|1.16\|35.68\|36.61\|35.18\|126193;2026-07-01\|37.88\|3.50\|36.08\|37.97\|35.10\|159391;2026-07-02\|36.79\|-2.88\|37.66\|38.83\|36.78\|130339;2026-07-03\|37.33\|1.47\|37.28\|37.80\|36.28\|106110;2026-07-06\|37.45\|0.32\|36.89\|38.70\|36.62\|149384;2026-07-07\|36.51\|-2.51\|36.90\|37.80\|36.30\|108189;2026-07-08\|35.61\|-2.47\|36.52\|37.20\|35.55\|90826;2026-07-09\|36.30\|1.94\|35.08\|37.28\|34.80\|99314;2026-07-10\|38.28\|5.45\|36.07\|39.31\|35.60\|186155;2026-07-13\|38.50\|0.57\|38.40\|39.34\|38.10\|177407;2026-07-14\|41.00\|6.49\|38.03\|41.00\|37.81\|250723;2026-07-15\|41.00\|0.00\|40.30\|44.19\|40.13\|391009;2026-07-16\|41.81\|1.98\|41.00\|42.60\|39.33\|297089;2026-07-17\|36.89\|-11.77\|41.12\|41.40\|36.83\|287728;2026-07-20\|38.35\|3.96\|36.50\|39.00\|36.13\|199747;2026-07-21\|39.00\|1.69\|38.80\|39.03\|36.43\|195178;2026-07-22\|39.24\|0.62\|38.59\|41.18\|38.42\|197367;2026-07-23\|38.80\|-1.12\|38.78\|39.90\|37.97\|144461;2026-07-24\|37.46\|-3.45\|38.40\|39.45\|37.42\|138897;2026-07-27\|38.80\|3.58\|37.46\|39.40\|37.12\|148480;2026-07-28\|37.50\|-3.35\|38.28\|38.98\|37.19\|128720;2026-07-29\|38.11\|1.63\|37.77\|38.96\|37.39\|142827;2026-07-30\|35.80\|-6.06\|37.70\|37.99\|35.58\|171946;2026-07-31\|36.62\|2.29\|35.58\|37.35\|35.51\|133075;2026-08-03\|36.20\|-1.15\|36.33\|37.50\|36.03\|96896;2026-08-04\|40.24\|11.16\|37.11\|40.30\|37.08\|276481;2026-08-05\|40.85\|1.52\|39.80\|40.95\|39.60\|187000;2026-08-06\|40.12\|-1.79\|40.90\|41.66\|39.80\|136534;2026-08-07\|47.50\|18.39\|40.26\|47.86\|40.12\|478728;2026-08-10\|49.61\|4.44\|48.14\|51.65\|48.14\|540459;2026-08-11\|49.75\|0.28\|48.97\|51.07\|48.15\|397135;2026-08-12\|49.52\|-0.46\|49.65\|52.00\|48.92\|291364;2026-08-13\|54.79\|10.64\|49.08\|56.71\|48.50\|494155;2026-08-14\|54.77\|-0.04\|54.70\|55.55\|52.83\|356514;2026-08-17\|53.49\|-2.34\|54.50\|54.75\|52.67\|307346;2026-08-18\|52.33\|-2.17\|53.14\|53.50\|51.60\|256446;2026-08-19\|49.51\|-5.39\|52.00\|52.75\|49.07\|259611;2026-08-20\|54.38\|9.84\|52.00\|57.35\|50.91\|458693;2026-08-21\|51.46\|-5.37\|53.24\|53.58\|51.28\|308404;2026-08-24\|48.31\|-6.12\|52.48\|52.63\|47.53\|233509;2026-08-25\|49.12\|1.89\|48.25\|49.98\|46.88\|261331;2026-08-26\|47.74\|-2.81\|50.73\|50.90\|46.85\|218902;2026-08-27\|46.83\|-1.91\|47.60\|47.80\|46.28\|195287;2026-08-28\|45.50\|-2.84\|46.38\|47.01\|45.36\|161910;2026-08-31\|44.95\|-1.21\|44.23\|45.13\|43.68\|144557;2026-09-01\|44.30\|-1.45\|44.86\|44.86\|43.43\|142850;2026-09-02\|43.44\|-1.94\|44.50\|44.74\|43.20\|143009;2026-09-03\|43.63\|0.44\|43.90\|43.97\|42.71\|121631;2026-09-04\|42.73\|-2.06\|44.18\|44.43\|42.30\|149132;2026-09-07\|42.61\|-0.28\|42.68\|42.98\|42.12\|101955;2026-09-08\|43.83\|2.86\|42.70\|44.05\|42.15\|267961
125155	中国创新药上半年出海总金额约997亿美元	涨停揭秘：诺唯赞6月18日涨停，受益于多家药企密集披露回购或增持计划，市场对医药板块信心回暖；公司作为生物试剂龙头，在新冠后时代加速向科研试剂、IVD原料、mRNA疫苗原料等高附加值领域延伸，国产替代逻辑持续强化；涨停缘由：医药板块回购潮提振整体估值；科研试剂国产替代加速，高校及科研院所采购向国产品牌倾斜；IVD原料客户导入进展顺利；mRNA疫苗原料已通过国际药企验证；资金逻辑：主力资金净流入，北向资金单日增持明显，反映外资对生物科技龙头配置意愿回升；风险提示：IVD集采政策存在潜在外溢风险；海外市场拓展受地缘政治因素制约	公司主营生物试剂、体外诊断业务	2026-04-30\|19.95\|0.25\|19.74\|20.25\|19.73\|19856;2026-05-06\|20.20\|1.25\|19.90\|20.76\|19.81\|31171;2026-05-07\|20.18\|-0.10\|20.23\|20.36\|20.06\|16899;2026-05-08\|20.37\|0.94\|20.10\|20.84\|20.04\|27042;2026-05-11\|20.99\|3.04\|20.23\|21.05\|20.23\|41244;2026-05-12\|20.24\|-3.57\|21.00\|21.00\|20.15\|29274;2026-05-13\|20.30\|0.30\|20.24\|20.44\|20.08\|18600;2026-05-14\|19.71\|-2.91\|20.40\|20.50\|19.71\|24002;2026-05-15\|19.48\|-1.17\|19.68\|19.99\|19.31\|21942;2026-05-18\|20.86\|7.08\|19.31\|21.23\|19.11\|82576;2026-05-19\|20.79\|-0.34\|21.18\|21.29\|20.59\|29412;2026-05-20\|20.81\|0.10\|20.59\|21.25\|20.58\|27996;2026-05-21\|20.02\|-3.80\|20.79\|21.22\|20.00\|38252;2026-05-22\|20.13\|0.55\|20.35\|20.37\|19.96\|19177;2026-05-25\|20.72\|2.93\|20.15\|20.90\|20.05\|29413;2026-05-26\|20.39\|-1.59\|20.78\|20.80\|20.04\|25627;2026-05-27\|20.10\|-1.42\|20.35\|20.77\|19.73\|31674;2026-05-28\|19.77\|-1.64\|19.97\|20.12\|19.36\|20768;2026-05-29\|19.13\|-3.24\|19.90\|19.90\|18.96\|28276;2026-06-01\|19.27\|0.73\|19.07\|19.50\|18.91\|20897;2026-06-02\|18.78\|-2.54\|19.26\|19.26\|18.64\|21940;2026-06-03\|13.80\|-1.85\|14.14\|14.25\|13.70\|25088;2026-06-04\|13.30\|-3.62\|13.80\|13.94\|13.20\|29368;2026-06-05\|13.40\|0.75\|13.46\|13.59\|13.22\|25245;2026-06-08\|13.14\|-1.94\|13.15\|13.38\|12.89\|28566;2026-06-09\|13.58\|3.35\|13.35\|14.04\|13.28\|43383;2026-06-10\|13.61\|0.22\|13.45\|13.70\|13.09\|32631;2026-06-11\|14.04\|3.16\|13.53\|14.07\|13.35\|33758;2026-06-12\|14.02\|-0.14\|14.04\|14.44\|13.85\|40558;2026-06-15\|13.87\|-1.07\|14.16\|14.31\|13.80\|29397;2026-06-16\|14.04\|1.23\|14.00\|14.12\|13.56\|19954;2026-06-17\|13.89\|-1.07\|14.07\|14.20\|13.83\|21537;2026-06-18\|15.72\|13.17\|13.86\|15.74\|13.81\|108155;2026-06-22\|15.37\|-2.23\|15.57\|15.57\|14.66\|69736;2026-06-23\|17.08\|11.13\|15.37\|18.44\|15.24\|195059;2026-06-24\|16.86\|-1.29\|17.30\|17.80\|16.61\|130628;2026-06-25\|15.90\|-5.69\|16.51\|16.84\|15.62\|127910;2026-06-26\|15.40\|-3.14\|15.89\|16.06\|14.95\|92751;2026-06-29\|17.75\|15.26\|15.48\|18.18\|15.05\|189168;2026-06-30\|17.35\|-2.25\|17.41\|17.73\|16.70\|142516;2026-07-01\|18.60\|7.20\|17.20\|18.87\|16.57\|168572;2026-07-02\|18.05\|-2.96\|18.15\|19.13\|17.92\|121023;2026-07-03\|18.56\|2.83\|18.06\|19.19\|17.54\|134171;2026-07-06\|18.17\|-2.10\|18.38\|19.46\|17.73\|142057;2026-07-07\|17.07\|-6.05\|17.76\|17.89\|16.93\|94945;2026-07-08\|17.08\|0.06\|17.10\|17.53\|16.71\|59009;2026-07-09\|17.25\|1.00\|16.81\|17.40\|16.50\|62529;2026-07-10\|18.06\|4.70\|17.24\|18.68\|16.94\|96289;2026-07-13\|17.85\|-1.16\|18.05\|18.87\|17.78\|84530;2026-07-14\|18.49\|3.59\|17.60\|18.86\|17.42\|100101;2026-07-15\|18.68\|1.03\|18.16\|19.95\|18.00\|148202;2026-07-16\|18.18\|-2.68\|18.52\|19.17\|18.01\|92320;2026-07-17\|16.88\|-7.15\|18.00\|18.27\|16.69\|115902;2026-07-20\|16.84\|-0.24\|17.22\|17.38\|16.66\|76143;2026-07-21\|17.26\|2.49\|16.80\|17.27\|15.96\|96234;2026-07-22\|16.88\|-2.20\|17.01\|17.88\|16.69\|91064;2026-07-23\|16.94\|0.36\|16.78\|17.43\|16.72\|65112;2026-07-24\|16.88\|-0.35\|16.84\|17.26\|16.34\|62398;2026-07-27\|18.90\|11.97\|16.71\|18.97\|16.61\|133503;2026-07-28\|17.95\|-5.03\|18.79\|19.26\|17.80\|90596;2026-07-29\|18.15\|1.11\|18.28\|18.48\|17.60\|76211;2026-07-30\|17.07\|-5.95\|18.35\|18.35\|17.01\|75878;2026-07-31\|17.42\|2.05\|17.10\|17.58\|17.00\|47515;2026-08-03\|17.23\|-1.09\|17.61\|18.29\|17.02\|70503;2026-08-04\|18.46\|7.14\|17.41\|18.63\|17.41\|116974;2026-08-05\|19.78\|7.15\|18.31\|20.61\|18.30\|144065;2026-08-06\|19.58\|-1.01\|20.20\|20.78\|19.34\|124217;2026-08-07\|23.22\|18.59\|19.69\|23.39\|19.40\|259978;2026-08-10\|23.08\|-0.60\|23.70\|24.88\|22.27\|287766;2026-08-11\|22.66\|-1.82\|22.50\|24.87\|22.50\|245579;2026-08-12\|23.60\|4.15\|22.31\|24.31\|22.23\|195829;2026-08-13\|24.42\|3.47\|23.15\|26.10\|22.53\|255957;2026-08-14\|24.97\|2.25\|23.98\|25.49\|23.56\|197697;2026-08-17\|23.54\|-5.73\|24.30\|24.57\|23.41\|185105;2026-08-18\|23.15\|-1.66\|23.35\|23.80\|22.76\|133923;2026-08-19\|21.27\|-8.12\|22.83\|22.99\|21.13\|171690;2026-08-20\|25.52\|19.98\|25.00\|25.52\|24.90\|127543;2026-08-21\|24.24\|-5.02\|24.90\|27.60\|24.24\|386665;2026-08-24\|22.51\|-7.14\|23.00\|24.70\|22.21\|227341;2026-08-25\|22.46\|-0.22\|22.12\|22.97\|22.00\|156611;2026-08-26\|22.79\|1.47\|22.80\|24.89\|22.04\|210191;2026-08-27\|22.11\|-2.98\|21.89\|22.50\|21.45\|166138;2026-08-28\|21.13\|-4.43\|21.76\|22.19\|21.09\|113766;2026-08-31\|20.87\|-1.23\|20.70\|20.98\|20.30\|105375;2026-09-01\|20.51\|-1.73\|21.16\|21.16\|20.02\|94092;2026-09-02\|20.06\|-2.19\|20.64\|20.79\|20.02\|73979;2026-09-03\|20.25\|0.95\|20.20\|20.40\|19.92\|65530;2026-09-04\|19.50\|-3.70\|20.23\|20.34\|19.31\|85043;2026-09-07\|19.62\|0.62\|19.50\|19.85\|19.46\|44994;2026-09-08\|20.61\|5.05\|19.79\|20.76\|19.46\|13216120
125154	磷化铟衬底公司AXT股价5天翻倍	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、公司增资先锐科技布局磷化铟资产，依托先导集团对全产业链的持续深耕，在磷化铟产业具备极强竞争力； 2、核级高性能铝合金材料主要供应商之一；公司为核燃料加工专用设备提供高性能铝合金材料，研发的新一代高性能铝合金材料符合新型核燃料加工设备所需铝合金材料的技术标准； 3、公司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； 3、公司表示生产的锗可用于卫星太阳翼;	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;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866
125153		跨界半导体+电机控制芯片+医疗器械行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年7月22日公告，公司拟通过发行股份及支付现金方式购买旋智电子科技上海有限公司100%股权，切入高集成度电机控制芯片领域，寻求第二增长曲线。 2、据2026年7月22日公告，公司控股股东及实际控制人仍为黄凡先生，本次交易不构成重组上市。 3、据2025年年报，公司主营业务为一次性使用无菌输注类医疗器械的研发、制造和销售，主要通过“ODM+集成供应”模式满足国外医疗器械品牌商一站式采购需求，境外营收占比达96.38%。	公司拟收购旋智科技100%股权，切入电机控制芯片赛道	2026-04-30\|41.42\|2.27\|41.00\|42.00\|40.50\|10886;2026-05-06\|41.29\|-0.31\|41.82\|42.32\|40.91\|15576;2026-05-07\|40.55\|-1.79\|41.17\|41.82\|40.20\|18467;2026-05-08\|42.48\|4.76\|40.47\|42.95\|40.47\|22376;2026-05-11\|42.17\|-0.73\|42.68\|42.94\|41.67\|21998;2026-05-12\|41.32\|-2.02\|42.00\|42.60\|41.00\|15739;2026-05-13\|41.00\|-0.77\|41.72\|42.40\|40.51\|16762;2026-05-14\|40.42\|-1.41\|41.49\|41.82\|40.30\|11772;2026-05-15\|39.82\|-1.48\|40.62\|41.15\|39.51\|12414;2026-05-18\|40.07\|0.63\|39.84\|40.77\|39.22\|16212;2026-05-19\|39.75\|-0.80\|40.66\|40.66\|38.54\|13454;2026-05-20\|39.84\|0.23\|39.60\|40.40\|38.91\|11719;2026-05-21\|38.42\|-3.56\|39.96\|40.55\|38.25\|13619;2026-05-22\|39.85\|3.72\|38.65\|40.10\|38.09\|13769;2026-05-25\|38.62\|-3.09\|39.85\|40.12\|37.34\|19332;2026-05-26\|37.51\|-2.87\|38.63\|38.63\|37.04\|14265;2026-05-27\|36.51\|-2.67\|37.26\|38.12\|36.26\|15268;2026-05-28\|36.98\|1.29\|36.28\|37.15\|35.05\|12099;2026-05-29\|35.60\|-3.73\|36.68\|36.98\|35.37\|14386;2026-06-01\|40.31\|13.87\|35.05\|41.80\|35.05\|37467;2026-06-02\|41.10\|1.96\|40.20\|41.33\|38.00\|35008;2026-06-03\|40.71\|-0.95\|41.72\|41.73\|39.98\|22117;2026-06-04\|40.83\|0.29\|40.72\|40.88\|39.48\|13562;2026-06-05\|40.89\|0.15\|40.82\|41.70\|39.52\|14006;2026-06-08\|37.57\|-8.12\|39.25\|43.44\|37.26\|34890;2026-06-09\|41.15\|9.53\|38.20\|41.19\|37.82\|26608;2026-06-10\|40.54\|-1.48\|41.15\|41.89\|39.56\|16351;2026-06-11\|40.39\|-0.37\|39.97\|40.72\|39.37\|12366;2026-06-12\|40.00\|-0.97\|40.40\|40.71\|38.00\|15920;2026-06-15\|38.06\|-4.85\|39.94\|39.94\|37.60\|19168;2026-06-16\|36.81\|-3.28\|37.99\|38.28\|36.40\|15931;2026-06-17\|39.04\|6.06\|37.20\|39.76\|36.26\|25525;2026-06-18\|38.34\|-1.79\|38.79\|39.61\|37.90\|19399;2026-06-22\|37.41\|-2.43\|39.55\|39.55\|36.40\|15272;2026-06-23\|37.88\|1.26\|36.85\|38.20\|36.85\|11602;2026-06-24\|35.88\|-5.28\|37.42\|37.81\|35.70\|19070;2026-06-25\|35.86\|-0.06\|35.75\|36.32\|34.35\|12213;2026-06-26\|33.49\|-6.61\|35.40\|35.69\|33.47\|11859;2026-06-29\|33.00\|-1.46\|34.00\|34.00\|32.10\|13440;2026-06-30\|32.89\|-0.33\|33.01\|35.59\|32.06\|18205;2026-07-01\|34.42\|4.65\|32.39\|35.20\|31.80\|20770;2026-07-02\|34.50\|0.23\|34.38\|35.50\|33.40\|13205;2026-07-03\|36.84\|6.78\|34.99\|37.10\|33.96\|19640;2026-07-06\|35.68\|-3.15\|36.47\|37.40\|35.42\|13800;2026-07-07\|34.00\|-4.71\|34.84\|35.97\|33.61\|9330;2026-07-22\|40.80\|20.00\|40.80\|40.80\|40.80\|5386;2026-07-23\|48.96\|20.00\|48.96\|48.96\|48.96\|4344;2026-07-24\|58.75\|20.00\|58.75\|58.75\|58.75\|8744;2026-07-27\|70.50\|20.00\|70.50\|70.50\|63.05\|106491;2026-07-28\|77.75\|10.28\|74.03\|77.81\|69.80\|91662;2026-07-29\|67.89\|-12.68\|73.00\|74.43\|67.31\|69305;2026-07-30\|69.20\|1.93\|67.32\|71.80\|63.63\|70286;2026-07-31\|65.89\|-4.78\|68.51\|68.51\|60.29\|62246;2026-08-03\|66.10\|0.32\|64.24\|66.10\|60.68\|52225;2026-08-04\|68.80\|4.08\|65.38\|69.61\|65.18\|57235;2026-08-05\|71.55\|4.00\|69.88\|71.60\|67.00\|54462;2026-08-06\|69.68\|-2.61\|71.00\|75.55\|67.15\|59951;2026-08-07\|83.62\|20.01\|69.00\|83.62\|67.60\|74061;2026-08-10\|91.89\|9.89\|82.30\|96.65\|81.21\|77496;2026-08-11\|87.30\|-5.00\|88.60\|93.50\|85.00\|52179;2026-08-12\|87.58\|0.32\|87.30\|91.46\|84.68\|38775;2026-08-13\|90.62\|3.47\|86.00\|98.00\|86.00\|48763;2026-08-14\|90.63\|0.01\|88.02\|92.00\|86.00\|33431;2026-08-17\|94.05\|3.77\|89.64\|97.90\|89.01\|34237;2026-08-18\|95.00\|1.01\|95.01\|99.00\|92.80\|34938;2026-08-19\|90.16\|-5.09\|89.99\|96.66\|89.99\|29215;2026-08-20\|92.48\|2.57\|93.74\|94.87\|90.09\|25073;2026-08-21\|96.10\|3.91\|90.55\|96.55\|88.00\|28191;2026-08-24\|110.00\|14.46\|97.00\|114.00\|97.00\|47569;2026-08-25\|104.00\|-5.45\|105.00\|106.48\|97.00\|29507;2026-08-26\|106.12\|2.04\|102.96\|112.30\|102.01\|24467;2026-08-27\|105.76\|-0.34\|106.00\|108.26\|102.52\|22966;2026-08-28\|99.19\|-6.21\|106.00\|106.00\|98.16\|21520;2026-08-31\|95.67\|-3.55\|97.00\|97.00\|92.28\|18926;2026-09-01\|100.66\|5.22\|97.59\|100.66\|94.73\|16618;2026-09-02\|104.93\|4.24\|103.00\|106.99\|101.00\|17603;2026-09-03\|104.86\|-0.07\|107.00\|107.00\|101.18\|14986;2026-09-04\|107.00\|2.04\|106.00\|109.95\|104.90\|17075;2026-09-07\|114.60\|7.10\|108.00\|115.00\|104.00\|25664;2026-09-08\|106.58\|-7.00\|105.00\|110.00\|105.00\|21569
125152	中国创新药上半年出海总金额约997亿美元	AI制药+CRO服务+减肥药 1、据2023年12月12日互动易，公司自研PR-GPT多模态大模型主要用于处理和生成人类语言以及化学分子描述，具备化学分子生成潜力；据2026年1月5日互动易，DiOrion平台随迭代升级将动态优化智能化工具合作。 2、据2025年半年度报告，公司为国内小分子创新药CRO/CDMO/CMO一站式综合服务商；据2025年9月9日互动易，公司订单模式含FTE、FFS。 3、据2025年9月25日互动易，公司业务涉及减肥领域；据2025年半年度报告，公司商业化生产主要品种为替格瑞洛，国内市场份额较高。	公司AIDD（AI药物设计技术）部门专注于利用人工智能（AI）技术革新药物研发流程，自研的 DiOrion AI 药物设计平台（含九大核心模块、获国家软著），融合 AI 算法与海量数据，覆盖药物研发全流程，已服务 95 个新药项目（7 个进入临床）、45 家客户	2026-04-30\|41.40\|-1.31\|41.80\|42.49\|41.06\|63695;2026-05-06\|42.52\|2.71\|41.52\|43.21\|41.31\|71949;2026-05-07\|43.63\|2.61\|42.66\|43.79\|42.05\|78577;2026-05-08\|42.64\|-2.27\|44.68\|44.75\|42.50\|103109;2026-05-11\|44.40\|4.13\|42.62\|44.49\|41.97\|118452;2026-05-12\|45.49\|2.46\|44.00\|45.78\|43.42\|139841;2026-05-13\|43.73\|-3.87\|45.04\|45.23\|43.58\|103938;2026-05-14\|40.49\|-7.41\|43.44\|44.09\|40.30\|86622;2026-05-15\|39.22\|-3.14\|40.39\|41.28\|38.80\|66984;2026-05-18\|38.85\|-0.94\|39.15\|39.55\|38.50\|43303;2026-05-19\|39.32\|1.21\|38.97\|39.87\|38.89\|41842;2026-05-20\|38.71\|-1.55\|39.41\|40.18\|38.12\|45599;2026-05-21\|38.81\|0.26\|38.72\|40.04\|38.70\|56637;2026-05-22\|38.60\|-0.54\|38.90\|39.43\|37.08\|51156;2026-05-25\|37.76\|-2.18\|38.50\|38.99\|37.13\|46797;2026-05-26\|35.91\|-4.90\|37.28\|37.68\|35.40\|78988;2026-05-27\|35.70\|-0.58\|36.11\|36.20\|35.10\|44626;2026-05-28\|35.83\|0.36\|35.47\|35.95\|34.60\|40615;2026-05-29\|35.34\|-1.37\|35.95\|36.50\|34.86\|62496;2026-06-01\|35.61\|0.76\|35.87\|36.41\|34.63\|52478;2026-06-02\|34.34\|-3.57\|35.48\|35.60\|33.90\|54849;2026-06-03\|34.23\|-0.32\|34.31\|34.68\|33.83\|33152;2026-06-04\|34.04\|-0.56\|34.00\|35.30\|33.64\|55186;2026-06-05\|33.18\|-2.53\|35.00\|35.09\|33.11\|52440;2026-06-08\|32.17\|-3.04\|32.58\|33.30\|31.62\|43117;2026-06-09\|32.73\|1.74\|32.13\|32.86\|31.78\|34901;2026-06-10\|33.34\|1.86\|32.51\|34.00\|32.06\|45395;2026-06-11\|32.50\|-2.52\|32.82\|33.08\|32.00\|37904;2026-06-12\|34.46\|6.03\|32.69\|34.56\|32.59\|61583;2026-06-15\|33.87\|-1.71\|34.10\|34.39\|33.48\|53256;2026-06-16\|33.67\|-0.59\|33.81\|33.84\|32.90\|37191;2026-06-17\|33.53\|-0.42\|33.40\|33.95\|33.18\|28079;2026-06-18\|34.58\|3.13\|33.40\|34.95\|33.25\|59361;2026-06-22\|35.17\|1.71\|34.00\|35.32\|33.03\|69266;2026-06-23\|37.09\|5.46\|34.95\|38.10\|34.77\|107624;2026-06-24\|37.00\|-0.24\|37.00\|37.95\|36.42\|88984;2026-06-25\|36.69\|-0.84\|36.81\|37.44\|35.13\|81294;2026-06-26\|34.58\|-5.75\|36.38\|37.71\|34.56\|65589;2026-06-29\|38.72\|11.97\|34.58\|40.06\|34.00\|128227;2026-06-30\|36.84\|-4.86\|38.50\|38.62\|36.72\|121246;2026-07-01\|39.38\|6.89\|37.20\|39.47\|35.40\|151917;2026-07-02\|38.28\|-2.79\|39.19\|40.99\|38.13\|128088;2026-07-03\|40.10\|4.75\|38.29\|40.44\|37.46\|119833;2026-07-06\|39.55\|-1.37\|39.55\|41.62\|38.88\|148741;2026-07-07\|36.93\|-6.62\|38.59\|38.86\|36.72\|96415;2026-07-08\|34.77\|-5.85\|36.91\|37.80\|34.54\|85634;2026-07-09\|35.50\|2.10\|34.39\|36.46\|33.80\|79185;2026-07-10\|40.16\|13.13\|34.80\|41.32\|34.64\|182438;2026-07-13\|38.85\|-3.26\|39.88\|40.50\|38.60\|116939;2026-07-14\|40.12\|3.27\|39.03\|40.48\|37.30\|122844;2026-07-15\|42.15\|5.06\|40.01\|44.44\|39.99\|214547;2026-07-16\|34.33\|6.09\|32.00\|36.99\|30.90\|284508;2026-07-17\|28.72\|-16.34\|33.47\|33.65\|28.55\|250339;2026-07-20\|27.91\|-2.82\|28.59\|29.78\|27.00\|180829;2026-07-21\|27.13\|-2.79\|27.05\|27.40\|24.00\|204624;2026-07-22\|26.50\|-2.32\|26.00\|28.52\|26.00\|135173;2026-07-23\|26.13\|-1.40\|26.19\|27.08\|25.77\|108077;2026-07-24\|24.70\|-5.47\|25.61\|26.12\|24.69\|96231;2026-07-27\|25.56\|3.48\|24.50\|26.10\|24.36\|108830;2026-07-28\|24.54\|-3.99\|25.30\|25.73\|24.35\|90545;2026-07-29\|24.11\|-1.75\|24.82\|25.20\|23.60\|99160;2026-07-30\|22.55\|-6.47\|24.04\|24.24\|22.55\|100980;2026-07-31\|24.44\|8.38\|22.98\|25.36\|22.94\|147213;2026-08-03\|24.48\|0.16\|24.24\|25.50\|24.17\|86653;2026-08-04\|26.75\|9.27\|25.00\|26.93\|25.00\|162541;2026-08-05\|27.31\|2.09\|26.54\|27.86\|26.32\|128445;2026-08-06\|27.02\|-1.06\|27.38\|27.93\|26.78\|107631;2026-08-07\|32.42\|19.99\|27.12\|32.42\|26.98\|254695;2026-08-10\|35.10\|8.27\|34.68\|36.90\|34.01\|384030;2026-08-11\|37.97\|8.18\|35.10\|39.60\|34.15\|405874;2026-08-12\|39.60\|4.29\|37.63\|41.76\|37.10\|326395;2026-08-13\|39.06\|-1.36\|39.88\|41.05\|37.60\|344216;2026-08-14\|38.59\|-1.20\|38.71\|39.12\|37.24\|271240;2026-08-17\|38.01\|-1.50\|37.64\|38.33\|36.38\|233948;2026-08-18\|36.96\|-2.76\|37.91\|38.00\|36.74\|160104;2026-08-19\|34.20\|-7.47\|36.59\|37.10\|34.03\|164896;2026-08-20\|37.53\|9.74\|36.04\|40.30\|35.48\|351989;2026-08-21\|35.72\|-4.82\|36.18\|36.48\|34.86\|238625;2026-08-24\|33.84\|-5.26\|36.20\|36.40\|33.30\|150531;2026-08-25\|34.06\|0.65\|33.84\|34.37\|32.70\|151218;2026-08-26\|32.80\|-3.70\|34.21\|35.01\|32.24\|139096;2026-08-27\|32.79\|-0.03\|32.65\|33.15\|32.29\|110682;2026-08-28\|30.95\|-5.61\|31.90\|32.65\|30.88\|150957;2026-08-31\|30.78\|-0.55\|30.44\|30.87\|29.90\|109310;2026-09-01\|30.80\|0.07\|30.63\|31.23\|30.20\|110904;2026-09-02\|30.15\|-2.11\|30.90\|31.20\|29.82\|109630;2026-09-03\|29.89\|-0.86\|30.15\|30.29\|29.57\|87131;2026-09-04\|29.61\|-0.94\|30.27\|30.76\|29.29\|103570;2026-09-07\|30.08\|1.59\|30.10\|30.48\|29.56\|85303;2026-09-08\|31.56\|4.92\|30.08\|31.78\|29.62\|244303
125151	宇树科技申购日期确定，8月7日网上路演	机器人+液冷+智能控制器 1、据2026年8月5日互动易，公司在PCBA设计及制造领域具备向人形机器人及智能装备控制器领域延伸的技术基础，目前与优必选在泳池清洁机器人方面有深度合作。 2、据2026年7月29日互动易，公司控股子公司朗擎数科的液冷产品已有小批量正式订单落地，方案可应用于数据中心、算力服务器等场景。 3、据2025年年度报告，公司主营智能控制器及智能产品，应用于智能家居、汽车电子、消费电子及储能等领域，获国家级专精特新“小巨人”称号。	公司在机器人领域主要的技术储备包括步进电机控制和直流无刷马达控制技术等	2026-04-30\|37.37\|2.98\|36.28\|37.95\|36.02\|53014;2026-05-06\|37.40\|0.08\|37.15\|37.99\|36.85\|55004;2026-05-07\|38.32\|2.46\|37.37\|38.80\|37.37\|45271;2026-05-08\|38.38\|0.16\|38.25\|38.76\|37.59\|43455;2026-05-11\|39.66\|3.34\|38.68\|39.98\|38.38\|45745;2026-05-12\|38.92\|-1.87\|39.28\|39.63\|38.07\|44636;2026-05-13\|38.03\|-2.29\|38.80\|41.26\|37.40\|69069;2026-05-14\|36.98\|-2.76\|38.56\|39.80\|36.98\|44891;2026-05-15\|37.50\|1.41\|37.30\|38.38\|37.10\|39642;2026-05-18\|38.70\|3.20\|37.48\|38.90\|36.75\|45748;2026-05-19\|39.18\|1.24\|38.41\|39.80\|38.22\|45618;2026-05-20\|39.46\|0.71\|39.18\|39.66\|38.59\|27852;2026-05-21\|39.00\|-1.17\|39.48\|40.39\|38.55\|39891;2026-05-22\|36.74\|-5.79\|39.10\|39.10\|36.50\|63256;2026-05-25\|36.66\|-0.22\|37.02\|37.39\|35.07\|53858;2026-05-26\|36.26\|-1.09\|36.45\|36.81\|35.52\|26144;2026-05-27\|35.13\|-3.12\|36.26\|36.26\|34.98\|25815;2026-05-28\|38.55\|9.74\|35.17\|40.08\|34.68\|133063;2026-05-29\|34.73\|-9.91\|38.89\|39.66\|34.09\|116820;2026-06-01\|33.14\|-4.58\|35.42\|35.90\|33.00\|63682;2026-06-02\|32.30\|-2.53\|33.03\|33.46\|31.24\|44826;2026-06-03\|31.30\|-3.10\|32.37\|33.39\|30.80\|45586;2026-06-04\|28.21\|-9.87\|30.98\|30.98\|28.03\|84508;2026-06-05\|27.93\|-0.99\|28.21\|28.96\|26.66\|70420;2026-06-08\|25.64\|-8.20\|27.30\|27.70\|25.38\|69979;2026-06-09\|25.73\|0.35\|26.20\|26.43\|25.30\|43332;2026-06-10\|25.05\|-2.64\|25.45\|26.28\|24.78\|46669;2026-06-11\|23.42\|-6.51\|24.89\|25.17\|23.21\|63844;2026-06-12\|23.76\|1.45\|24.20\|24.59\|23.32\|57744;2026-06-15\|24.62\|3.62\|24.44\|25.19\|24.15\|45089;2026-06-16\|24.86\|0.97\|24.54\|25.18\|23.84\|45358;2026-06-17\|24.76\|-0.40\|24.66\|25.21\|24.20\|43420;2026-06-18\|25.41\|2.63\|24.50\|25.69\|24.40\|44728;2026-06-22\|25.04\|-1.46\|25.27\|25.45\|23.68\|51685;2026-06-23\|25.93\|4.81\|24.56\|26.63\|24.50\|66673;2026-06-24\|25.31\|-2.39\|25.84\|26.49\|24.60\|60906;2026-06-25\|24.40\|-3.60\|25.09\|25.28\|23.75\|52161;2026-06-26\|22.77\|-6.68\|24.10\|24.70\|22.77\|46089;2026-06-29\|22.11\|-2.90\|22.83\|22.95\|21.69\|50482;2026-06-30\|23.37\|5.70\|22.01\|23.60\|21.84\|46038;2026-07-01\|23.06\|-1.33\|23.50\|23.77\|22.95\|31869;2026-07-02\|22.10\|-4.16\|22.68\|23.39\|21.98\|35357;2026-07-03\|23.03\|4.21\|22.18\|23.39\|22.03\|36733;2026-07-06\|21.95\|-4.69\|22.98\|23.27\|21.92\|35034;2026-07-07\|21.05\|-4.10\|21.72\|22.27\|20.77\|34738;2026-07-08\|20.70\|-1.66\|21.00\|21.39\|20.38\|34635;2026-07-09\|20.94\|1.16\|20.90\|21.10\|19.93\|35527;2026-07-10\|21.51\|2.72\|20.90\|22.24\|20.30\|36132;2026-07-13\|20.66\|-3.95\|21.43\|21.57\|20.32\|37634;2026-07-14\|20.67\|0.05\|20.84\|20.84\|19.84\|29001;2026-07-15\|20.46\|-1.02\|20.74\|21.17\|20.27\|30745;2026-07-16\|20.29\|-0.83\|20.45\|21.04\|20.01\|29881;2026-07-17\|18.86\|-7.05\|20.28\|20.57\|18.63\|37849;2026-07-20\|18.12\|-3.92\|18.81\|19.54\|17.58\|50745;2026-07-21\|18.18\|0.33\|18.21\|18.39\|16.69\|50603;2026-07-22\|18.13\|-0.28\|17.96\|18.43\|17.76\|35775;2026-07-23\|18.54\|2.26\|17.98\|18.62\|17.91\|23201;2026-07-24\|18.72\|0.97\|18.96\|20.22\|18.29\|75718;2026-07-27\|18.91\|1.01\|18.06\|19.20\|17.89\|54911;2026-07-28\|18.82\|-0.48\|18.58\|19.35\|18.55\|35856;2026-07-29\|19.13\|1.65\|19.00\|19.26\|18.56\|39555;2026-07-30\|18.46\|-3.50\|18.99\|19.20\|18.40\|28541;2026-07-31\|19.17\|3.85\|18.90\|19.50\|18.90\|34560;2026-08-03\|19.74\|2.97\|19.00\|19.85\|18.96\|27790;2026-08-04\|20.10\|1.82\|19.94\|20.19\|19.63\|24282;2026-08-05\|20.78\|3.38\|20.00\|20.84\|19.97\|32711;2026-08-06\|22.00\|5.87\|20.76\|22.00\|20.57\|46222;2026-08-07\|26.40\|20.00\|21.97\|26.40\|21.80\|169583;2026-08-10\|25.41\|-3.75\|25.58\|26.69\|24.91\|140473;2026-08-11\|25.01\|-1.57\|25.19\|25.62\|24.28\|72583;2026-08-12\|26.40\|5.56\|25.01\|27.01\|24.80\|92500;2026-08-13\|25.36\|-3.94\|26.42\|26.70\|25.30\|64904;2026-08-14\|25.30\|-0.24\|25.36\|25.66\|24.70\|39963;2026-08-17\|25.04\|-1.03\|25.15\|25.38\|24.70\|33579;2026-08-18\|25.74\|2.80\|25.00\|25.99\|24.11\|82114;2026-08-19\|24.89\|-3.30\|24.81\|26.53\|24.78\|87480;2026-08-20\|25.30\|1.65\|25.12\|25.64\|24.54\|53341;2026-08-21\|26.00\|2.77\|25.02\|26.50\|24.61\|78044;2026-08-24\|26.46\|1.77\|25.69\|26.84\|25.38\|84545;2026-08-25\|28.17\|6.46\|26.08\|28.73\|24.98\|122764;2026-08-26\|26.76\|-5.01\|27.18\|28.14\|24.75\|123364;2026-08-27\|26.16\|-2.24\|26.03\|26.83\|25.70\|71180;2026-08-28\|26.08\|-0.31\|26.09\|26.51\|25.60\|55693;2026-08-31\|25.70\|-1.46\|25.73\|25.75\|25.21\|40003;2026-09-01\|24.98\|-2.80\|25.66\|26.00\|24.93\|43660;2026-09-02\|24.67\|-1.24\|24.68\|24.90\|23.60\|39350;2026-09-03\|25.36\|2.80\|24.86\|25.87\|24.61\|37049;2026-09-04\|24.49\|-3.43\|25.42\|25.86\|24.28\|31522;2026-09-07\|26.52\|8.29\|24.31\|26.65\|24.31\|65745;2026-09-08\|25.90\|-2.34\|26.56\|26.97\|25.72\|43536
125150	修订后的《集成电路布图设计保护条例》对外公布	先进封装+订单增长+压塑工艺 1、据2026年6月5日机构调研，截至2026年5月10日，公司2026年新签订合同总额达2.6亿元，在手订单充足，生产饱满。 2、据2026年6月5日机构调研，公司采用压塑成型工艺的100mm×300mm基板类封装装备样机已成型，近期将发往客户端试用；320mm×320mm大尺寸板级封装装备及晶圆级封装装备同步推进。 3、据2026年3月21日年报，公司大尺寸晶圆级封装装备可用于AI芯片、Chiplet及HBM等先进封装，正推进国产化。 4、据2026年6月5日机构调研，公司半导体封装装备客户共130余家，包括通富微电、长电科技、华天科技等国内头部企业，并已与东南亚安世、英飞凌等国际知名企业建立合作。	公司生产的半导体全自动封装设备已成功应用QFN和DFN等先进封装	2026-04-30\|42.10\|2.26\|40.98\|42.63\|40.88\|19816;2026-05-06\|42.50\|0.95\|43.28\|44.14\|42.41\|22751;2026-05-07\|44.11\|3.79\|43.00\|44.19\|42.00\|21496;2026-05-08\|43.33\|-1.77\|44.14\|44.14\|42.55\|18553;2026-05-11\|47.31\|9.19\|44.41\|49.80\|43.60\|55982;2026-05-12\|46.36\|-2.01\|47.00\|47.95\|46.29\|45631;2026-05-13\|47.20\|1.81\|45.69\|47.92\|45.01\|37841;2026-05-14\|44.55\|-5.61\|47.87\|47.88\|44.55\|38955;2026-05-15\|45.44\|2.00\|44.54\|47.99\|43.23\|47576;2026-05-18\|45.95\|1.12\|44.97\|47.37\|44.97\|35897;2026-05-19\|55.14\|20.00\|45.51\|55.14\|44.92\|80675;2026-05-20\|57.53\|4.33\|57.94\|58.60\|53.00\|108351;2026-05-21\|54.40\|-5.44\|57.55\|61.55\|54.37\|92862;2026-05-22\|60.44\|11.10\|54.00\|61.33\|54.00\|80201;2026-05-25\|63.81\|5.58\|63.00\|70.00\|58.60\|84313;2026-05-26\|60.50\|-5.19\|63.00\|65.34\|56.00\|82787;2026-05-27\|56.00\|-7.44\|58.88\|59.00\|54.68\|59482;2026-05-28\|58.66\|4.75\|54.22\|58.66\|53.14\|48359;2026-05-29\|52.56\|-10.40\|58.08\|58.21\|51.00\|44327;2026-06-01\|48.32\|-8.07\|53.00\|53.00\|48.14\|36229;2026-06-02\|47.99\|-0.68\|49.00\|49.88\|46.66\|29139;2026-06-03\|48.92\|1.94\|48.07\|50.70\|47.50\|37975;2026-06-04\|48.42\|-1.02\|47.98\|49.15\|47.00\|31746;2026-06-05\|46.80\|-3.35\|47.10\|48.27\|45.68\|28706;2026-06-08\|43.39\|-7.29\|44.80\|46.00\|42.73\|31383;2026-06-09\|45.41\|5.63\|43.75\|45.66\|43.01\|25296;2026-06-10\|45.90\|1.08\|45.84\|46.13\|43.95\|26412;2026-06-11\|55.08\|20.00\|46.03\|55.08\|45.51\|56970;2026-06-12\|57.80\|4.94\|60.00\|64.00\|55.76\|115947;2026-06-15\|62.00\|7.27\|60.08\|63.48\|59.00\|79706;2026-06-16\|65.81\|6.15\|61.70\|66.58\|61.08\|80322;2026-06-17\|67.60\|2.72\|64.05\|69.37\|63.58\|63427;2026-06-18\|69.25\|2.44\|68.11\|70.69\|65.80\|57047;2026-06-22\|71.49\|3.23\|67.93\|73.50\|65.60\|68003;2026-06-23\|72.50\|1.41\|71.00\|78.00\|68.13\|60374;2026-06-24\|74.69\|3.02\|70.33\|75.18\|69.01\|60361;2026-06-25\|72.46\|-2.99\|74.71\|79.00\|72.38\|57711;2026-06-26\|71.30\|-1.60\|72.08\|74.00\|70.20\|49103;2026-06-29\|76.34\|7.07\|71.64\|82.86\|71.64\|80610;2026-06-30\|78.65\|3.03\|76.00\|82.59\|74.01\|64149;2026-07-01\|75.05\|-4.58\|78.84\|83.83\|74.66\|66805;2026-07-02\|67.00\|-10.73\|70.05\|73.67\|66.01\|65754;2026-07-03\|64.11\|-4.31\|66.14\|68.00\|64.01\|49367;2026-07-06\|64.08\|-0.05\|64.88\|67.98\|58.22\|63398;2026-07-07\|68.20\|6.43\|63.47\|69.75\|62.00\|70261;2026-07-08\|69.72\|2.23\|66.66\|71.69\|61.20\|64370;2026-07-09\|75.20\|7.86\|69.88\|75.91\|68.96\|78621;2026-07-10\|68.38\|-9.07\|73.89\|76.68\|68.38\|66257;2026-07-13\|63.17\|-7.62\|65.10\|69.35\|62.00\|52642;2026-07-14\|63.18\|0.02\|62.14\|64.44\|58.72\|45508;2026-07-15\|58.57\|-7.30\|64.83\|65.77\|58.17\|33567;2026-07-16\|53.34\|-8.93\|57.12\|58.15\|52.50\|36539;2026-07-17\|47.08\|-11.74\|52.50\|53.15\|47.00\|41146;2026-07-20\|39.04\|-17.08\|48.02\|49.13\|37.78\|71073;2026-07-21\|43.51\|11.45\|39.59\|43.63\|33.56\|77343;2026-07-22\|42.21\|-2.99\|43.46\|45.63\|41.63\|54770;2026-07-23\|40.22\|-4.71\|42.52\|43.45\|39.40\|42407;2026-07-24\|39.60\|-1.54\|39.70\|41.11\|38.91\|36603;2026-07-27\|40.83\|3.11\|39.93\|40.87\|37.51\|37406;2026-07-28\|37.35\|-8.52\|39.79\|42.24\|37.31\|42817;2026-07-29\|36.15\|-3.21\|37.37\|38.58\|33.73\|51794;2026-07-30\|32.10\|-11.20\|35.61\|36.48\|31.65\|56567;2026-07-31\|33.80\|5.30\|34.51\|37.28\|33.78\|50707;2026-08-03\|34.26\|1.36\|34.66\|35.25\|33.50\|53708;2026-08-04\|36.18\|5.60\|34.60\|36.66\|34.30\|40172;2026-08-05\|40.52\|12.00\|37.00\|41.00\|36.10\|50397;2026-08-06\|41.39\|2.15\|39.99\|42.10\|39.30\|41880;2026-08-07\|49.67\|20.00\|41.37\|49.67\|40.25\|78257;2026-08-10\|48.10\|-3.16\|49.98\|50.98\|46.38\|88398;2026-08-11\|46.71\|-2.89\|47.53\|48.79\|46.16\|42702;2026-08-12\|49.54\|6.06\|46.80\|50.78\|46.78\|65172;2026-08-13\|47.32\|-4.48\|50.00\|50.22\|46.78\|47772;2026-08-14\|50.40\|6.51\|48.15\|50.42\|47.11\|48891;2026-08-17\|52.35\|3.87\|50.38\|53.99\|49.00\|67757;2026-08-18\|53.15\|1.53\|53.10\|54.77\|51.57\|62091;2026-08-19\|47.55\|-10.54\|50.44\|51.79\|47.23\|54234;2026-08-20\|47.70\|0.32\|48.00\|49.07\|46.72\|33459;2026-08-21\|48.83\|2.37\|47.28\|49.87\|46.62\|28660;2026-08-24\|56.78\|16.28\|52.85\|58.50\|50.61\|108062;2026-08-25\|55.84\|-1.66\|56.51\|56.79\|52.58\|74454;2026-08-26\|55.11\|-1.31\|56.80\|56.80\|53.91\|48475;2026-08-27\|55.39\|0.51\|55.12\|56.04\|53.67\|56713;2026-08-28\|52.30\|-5.58\|54.59\|55.34\|52.10\|51432;2026-08-31\|52.95\|1.24\|50.15\|53.10\|50.15\|38738;2026-09-01\|51.09\|-3.51\|52.95\|53.46\|50.72\|39538;2026-09-02\|49.99\|-2.15\|49.88\|51.05\|49.00\|32852;2026-09-03\|49.61\|-0.76\|50.60\|50.60\|48.61\|33040;2026-09-04\|47.10\|-5.06\|50.09\|51.26\|46.75\|38932;2026-09-07\|49.27\|4.61\|47.57\|49.77\|47.57\|35513;2026-09-08\|48.08\|-2.42\|49.27\|50.18\|47.92\|3033317
125149	高盛将PCB市场规模预期上调38%	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|5789177
125148	中国创新药上半年出海总金额约997亿美元	CXO概念+生物试剂+一季报增长行业原因：行业龙头药明康德8月3日晚公告全面上调2026年全年业绩指引，预计整体收入上调至585亿至605亿元，持续经营业务收入同比增速上调至35%至39%。公司原因： 1、据2026年5月18日公告，公司CRO服务主要分为重组表达服务、抗体开发服务及生物安全检测等检测类服务，近两年CRO服务业务持续增长，公司将采取试剂和服务并重的发展战略。 2、据2025年半年度报告及2025年年度报告，公司拥有数万种生物试剂品种，涵盖基因、蛋白、抗体、试剂盒、培养基等多个品类，产品行销全球90多个国家和地区，累计客户数量超过12,000个，是国内生物试剂行业重要代表性企业。 3、据2026年4月29日公告，公司2026年一季度营收1.83亿元，同比增长18.11%；归母净利润3214.78万元，同比增长42.02%。	公司携手Ainnocence搭建AI驱动抗体亲和力成熟平台，结合公司高通量重组抗体表达生产平台，提升抗体开发CRO服务能力	2026-04-30\|71.05\|0.16\|71.01\|71.25\|70.27\|6930;2026-05-06\|71.10\|0.07\|71.49\|72.94\|70.82\|17005;2026-05-07\|71.33\|0.32\|71.39\|71.63\|70.80\|9507;2026-05-08\|72.19\|1.21\|71.11\|72.84\|71.05\|9633;2026-05-11\|73.83\|2.27\|72.60\|74.39\|71.46\|19348;2026-05-12\|73.10\|-0.99\|73.80\|74.65\|72.65\|14552;2026-05-13\|72.12\|-1.34\|73.07\|73.09\|71.89\|10919;2026-05-14\|70.20\|-2.66\|72.02\|72.14\|69.97\|13791;2026-05-15\|69.07\|0.10\|69.01\|70.35\|68.68\|9079;2026-05-18\|68.20\|-1.26\|69.51\|69.51\|67.70\|8386;2026-05-19\|68.40\|0.29\|67.65\|68.94\|67.65\|6143;2026-05-20\|67.72\|-0.99\|68.29\|68.50\|66.96\|7211;2026-05-21\|66.90\|-1.21\|67.54\|68.89\|66.90\|8523;2026-05-22\|66.80\|-0.15\|66.72\|67.11\|66.01\|8473;2026-05-25\|66.21\|-0.88\|66.75\|67.29\|65.60\|9669;2026-05-26\|65.40\|-1.22\|66.11\|66.11\|64.95\|7365;2026-05-27\|64.85\|-0.84\|65.02\|65.53\|64.00\|6773;2026-05-28\|63.11\|-2.68\|64.25\|64.61\|61.97\|9920;2026-05-29\|63.25\|0.22\|62.96\|64.00\|62.36\|7474;2026-06-01\|63.70\|0.71\|62.64\|64.26\|62.58\|9730;2026-06-02\|65.70\|3.14\|63.80\|66.62\|63.77\|13848;2026-06-03\|62.93\|-4.22\|65.10\|65.10\|62.80\|12451;2026-06-04\|60.77\|-3.43\|62.93\|63.09\|60.71\|9633;2026-06-05\|61.16\|0.64\|61.29\|61.97\|60.69\|7266;2026-06-08\|59.85\|-2.14\|60.10\|61.28\|59.00\|6921;2026-06-09\|60.15\|0.50\|60.04\|60.70\|59.64\|4659;2026-06-10\|59.90\|-0.42\|60.30\|60.30\|59.09\|4626;2026-06-11\|59.20\|-1.17\|59.92\|59.92\|58.53\|6075;2026-06-12\|60.12\|1.55\|59.35\|60.16\|58.81\|7109;2026-06-15\|60.20\|0.13\|60.12\|60.92\|59.83\|6778;2026-06-16\|59.42\|-1.30\|59.95\|60.01\|58.90\|6369;2026-06-17\|59.54\|0.20\|59.00\|59.88\|58.85\|6258;2026-06-18\|60.59\|1.76\|59.54\|61.46\|58.72\|9923;2026-06-22\|60.37\|-0.36\|59.68\|60.58\|58.05\|11023;2026-06-23\|63.00\|4.36\|60.07\|64.19\|60.00\|16630;2026-06-24\|62.47\|-0.84\|62.64\|63.78\|62.00\|14711;2026-06-25\|62.15\|-0.51\|62.00\|62.80\|59.60\|13268;2026-06-26\|60.64\|-2.43\|61.73\|63.50\|60.60\|10094;2026-06-29\|64.74\|6.76\|60.64\|65.20\|59.43\|20525;2026-06-30\|64.56\|-0.28\|63.93\|64.80\|63.20\|15179;2026-07-01\|68.17\|5.59\|64.30\|68.85\|63.60\|26883;2026-07-02\|68.01\|-0.23\|67.84\|69.40\|67.40\|22815;2026-07-03\|69.69\|2.47\|68.58\|70.28\|67.43\|20744;2026-07-06\|70.08\|0.56\|69.69\|71.33\|69.29\|23077;2026-07-07\|67.55\|-3.61\|69.48\|69.79\|67.47\|15809;2026-07-08\|68.25\|1.04\|67.54\|69.83\|67.00\|15531;2026-07-09\|68.74\|0.72\|67.54\|69.66\|67.07\|14752;2026-07-10\|70.07\|1.93\|68.27\|71.28\|67.53\|25443;2026-07-13\|70.66\|0.84\|70.09\|72.49\|69.73\|26200;2026-07-14\|72.50\|2.60\|70.33\|72.80\|69.38\|25463;2026-07-15\|73.06\|0.77\|71.81\|77.48\|71.58\|51382;2026-07-16\|75.22\|2.96\|72.50\|76.68\|71.38\|46982;2026-07-17\|69.76\|-7.26\|74.46\|76.00\|69.50\|43589;2026-07-20\|71.50\|2.49\|69.08\|71.92\|68.60\|32729;2026-07-21\|70.36\|-1.59\|70.68\|71.20\|68.00\|28249;2026-07-22\|72.16\|2.56\|69.59\|72.72\|69.50\|29798;2026-07-23\|70.88\|-1.77\|71.62\|71.85\|69.31\|20734;2026-07-24\|68.30\|-3.64\|70.50\|71.44\|68.18\|16362;2026-07-27\|69.00\|1.02\|67.99\|70.39\|67.67\|15760;2026-07-28\|67.74\|-1.83\|68.80\|69.39\|67.23\|13099;2026-07-29\|68.73\|1.46\|67.96\|70.34\|67.81\|16799;2026-07-30\|67.02\|-2.49\|68.19\|69.29\|66.62\|14734;2026-07-31\|67.50\|0.72\|67.33\|68.57\|66.98\|11988;2026-08-03\|69.65\|3.19\|67.70\|71.17\|67.46\|23040;2026-08-04\|83.58\|20.00\|70.01\|83.58\|70.01\|102546;2026-08-05\|90.60\|8.40\|87.70\|95.00\|86.11\|142678;2026-08-06\|89.90\|-0.77\|91.23\|92.10\|87.00\|84901;2026-08-07\|107.88\|20.00\|88.85\|107.88\|88.21\|138727;2026-08-10\|113.61\|5.31\|119.25\|129.39\|113.00\|192539;2026-08-11\|118.98\|4.73\|113.62\|126.98\|111.35\|147561;2026-08-12\|116.30\|-2.25\|116.38\|122.66\|115.00\|109520;2026-08-13\|120.00\|3.18\|114.89\|128.62\|113.00\|154435;2026-08-14\|130.15\|8.46\|120.00\|132.88\|116.80\|144250;2026-08-17\|139.49\|7.18\|123.65\|139.49\|121.13\|133929;2026-08-18\|121.31\|-13.03\|138.00\|138.06\|118.00\|150192;2026-08-19\|111.88\|-7.77\|120.00\|121.00\|107.88\|142087;2026-08-20\|131.51\|17.55\|119.00\|134.26\|112.10\|210248;2026-08-21\|118.80\|-9.66\|124.31\|130.00\|117.02\|169421;2026-08-24\|110.33\|-7.13\|120.93\|121.80\|108.39\|115125;2026-08-25\|112.30\|1.79\|109.86\|114.62\|106.66\|101196;2026-08-26\|107.23\|-4.51\|113.00\|114.99\|105.21\|91654;2026-08-27\|105.90\|-1.24\|104.00\|106.76\|103.40\|72324;2026-08-28\|101.91\|-3.77\|104.37\|104.98\|101.31\|64535;2026-08-31\|97.76\|-4.07\|98.00\|99.76\|96.00\|68753;2026-09-01\|96.59\|-1.20\|97.53\|98.20\|95.72\|52248;2026-09-02\|94.57\|-2.09\|97.64\|98.20\|94.00\|52825;2026-09-03\|94.66\|0.10\|96.27\|96.27\|92.69\|41531;2026-09-04\|91.94\|-2.87\|94.76\|95.27\|91.30\|37056;2026-09-07\|93.31\|1.49\|91.52\|93.77\|91.40\|41040;2026-09-08\|99.63\|6.77\|93.17\|104.00\|91.28\|115026
125147	中国创新药上半年出海总金额约997亿美元	细胞与基因治疗+药品生产许可证+创新药CDMO 行业原因： 1、2026年上半年，中国创新药License-out出海总金额约997亿美元，约为2024年全年的2倍。百济神州上调全年经营业绩预测，荣昌生物、信达生物的业绩大幅向好。 2、据兴业证券8月3日研报，海外大药企面临专利悬崖，中国创新药竞争力持续提升，BD出海高景气有望延续，板块正从“估值驱动”转向“业绩+全球化兑现驱动”。公司原因： 1、据2026年8月3日公告，公司二级控股子公司苏州博腾首次取得《药品生产许可证》，具备承接细胞与基因治疗产品商业化受托生产的合规资质，为细胞与基因治疗CDMO商业化生产提供资质保障。 2、据2025年年度报告，公司细胞与基因治疗业务搭建了质粒、细胞治疗、基因治疗、溶瘤病毒、核酸治疗及活菌疗法等CDMO平台，提供端到端服务。 3、据2025年年度报告，公司是一家全球领先的医药研发生产外包组织，核心业务为小分子原料药CDMO，同时涵盖小分子制剂、细胞与基因治疗及多肽与寡核苷酸等新分子业务。	CDMO服务提供商；公司的原料药CDMO业务主要为客户提供化学药开发及上市过程中的一系列定制研发及生产服务	2026-04-30\|21.21\|-0.33\|21.15\|21.66\|20.90\|140785;2026-05-06\|21.08\|-0.61\|21.15\|21.46\|20.95\|155461;2026-05-07\|20.93\|-0.71\|21.16\|21.47\|20.75\|143979;2026-05-08\|20.53\|-1.91\|20.87\|21.05\|20.46\|145182;2026-05-11\|21.43\|4.38\|20.71\|21.55\|20.25\|238159;2026-05-12\|21.05\|-1.36\|21.29\|21.39\|20.95\|144599;2026-05-13\|20.58\|-2.23\|21.00\|21.06\|20.37\|135998;2026-05-14\|16.46\|-20.02\|17.47\|17.98\|16.46\|315844;2026-05-15\|15.55\|-5.53\|15.66\|16.32\|15.51\|443220;2026-05-18\|14.86\|-4.44\|15.66\|15.66\|14.70\|313568;2026-05-19\|14.66\|-1.35\|14.80\|15.12\|14.30\|235530;2026-05-20\|15.77\|7.57\|14.68\|16.51\|14.66\|426476;2026-05-21\|15.64\|-0.82\|15.94\|16.29\|15.60\|283963;2026-05-22\|15.22\|-2.69\|15.82\|15.84\|15.11\|169765;2026-05-25\|15.18\|-0.26\|15.22\|15.31\|14.85\|128701;2026-05-26\|15.11\|-0.46\|15.12\|15.25\|14.78\|115621;2026-05-27\|14.76\|-2.32\|15.06\|15.09\|14.61\|109203;2026-05-28\|14.82\|0.41\|14.70\|14.90\|14.59\|97967;2026-05-29\|14.74\|-0.54\|14.92\|15.22\|14.70\|128711;2026-06-01\|14.62\|-0.81\|14.76\|14.90\|14.58\|115272;2026-06-02\|14.13\|-3.35\|14.56\|14.65\|14.02\|134995;2026-06-03\|14.17\|0.28\|14.13\|14.38\|13.99\|96072;2026-06-04\|13.98\|-1.34\|14.10\|14.21\|13.86\|82958;2026-06-05\|13.88\|-0.72\|14.08\|14.19\|13.84\|87679;2026-06-08\|13.32\|-4.03\|13.99\|14.15\|13.24\|138425;2026-06-09\|13.49\|1.28\|13.46\|13.63\|13.29\|103118;2026-06-10\|13.86\|2.74\|13.41\|13.87\|13.31\|128185;2026-06-11\|13.81\|-0.36\|13.74\|13.96\|13.57\|99879;2026-06-12\|14.18\|2.68\|13.93\|14.29\|13.62\|114872;2026-06-15\|14.05\|-0.92\|14.18\|14.19\|13.87\|105385;2026-06-16\|14.17\|0.85\|14.02\|14.20\|13.89\|81598;2026-06-17\|14.16\|-0.07\|14.15\|14.24\|13.96\|80583;2026-06-18\|14.28\|0.85\|14.16\|14.52\|13.98\|101092;2026-06-22\|14.27\|-0.07\|14.17\|14.29\|13.60\|127408;2026-06-23\|14.64\|2.59\|14.16\|15.06\|14.16\|169673;2026-06-24\|15.76\|7.65\|14.70\|16.94\|14.66\|418440;2026-06-25\|16.35\|3.74\|15.48\|16.43\|15.11\|431314;2026-06-26\|16.18\|-1.04\|15.95\|17.14\|15.95\|346625;2026-06-29\|17.50\|8.16\|16.15\|17.59\|15.71\|460351;2026-06-30\|16.24\|-7.20\|17.00\|17.05\|16.05\|436473;2026-07-01\|16.84\|3.69\|15.95\|16.89\|15.36\|396365;2026-07-02\|16.41\|-2.55\|16.59\|17.55\|16.35\|297605;2026-07-03\|16.90\|2.99\|16.67\|16.92\|16.16\|260391;2026-07-06\|17.97\|6.33\|17.01\|19.00\|16.77\|507605;2026-07-07\|18.18\|1.17\|17.86\|18.44\|17.41\|392107;2026-07-08\|17.54\|-3.52\|17.72\|18.79\|17.41\|351988;2026-07-09\|16.94\|-3.42\|17.12\|18.12\|16.61\|369362;2026-07-10\|18.42\|8.74\|16.62\|18.98\|16.62\|539750;2026-07-13\|18.05\|-2.01\|18.12\|18.57\|17.99\|366831;2026-07-14\|18.33\|1.55\|18.00\|18.34\|17.01\|337432;2026-07-15\|18.86\|2.89\|18.00\|19.75\|17.88\|561248;2026-07-16\|18.76\|-0.53\|18.69\|19.20\|17.85\|412153;2026-07-17\|16.11\|-14.13\|18.30\|18.36\|16.11\|426315;2026-07-20\|16.60\|3.04\|16.30\|17.06\|16.08\|287736;2026-07-21\|16.76\|0.96\|16.56\|16.78\|15.63\|279399;2026-07-22\|16.66\|-0.60\|16.50\|17.55\|16.39\|249931;2026-07-23\|16.30\|-2.16\|16.30\|16.95\|16.04\|196968;2026-07-24\|15.67\|-3.87\|16.11\|16.74\|15.60\|209990;2026-07-27\|16.41\|4.72\|15.50\|16.53\|15.41\|230129;2026-07-28\|15.87\|-3.29\|16.30\|16.50\|15.74\|137610;2026-07-29\|15.63\|-1.51\|15.98\|16.25\|15.49\|192417;2026-07-30\|14.97\|-4.22\|15.56\|15.77\|14.83\|177058;2026-07-31\|15.54\|3.81\|15.06\|15.85\|15.06\|166754;2026-08-03\|15.61\|0.45\|15.50\|16.14\|15.50\|119067;2026-08-04\|17.73\|13.58\|16.30\|18.50\|16.20\|512397;2026-08-05\|17.60\|-0.73\|17.35\|17.85\|17.35\|336027;2026-08-06\|17.03\|-3.24\|17.52\|17.78\|16.98\|229728;2026-08-07\|20.44\|20.02\|17.03\|20.44\|17.03\|731711;2026-08-10\|21.65\|5.92\|21.31\|22.19\|21.08\|855239;2026-08-11\|21.79\|0.65\|21.65\|22.51\|21.20\|602297;2026-08-12\|21.53\|-1.19\|21.66\|22.18\|21.43\|402945;2026-08-13\|22.36\|3.86\|21.50\|22.93\|21.21\|602800;2026-08-14\|21.87\|-2.19\|22.14\|22.19\|21.45\|364536;2026-08-17\|21.90\|0.14\|21.61\|22.08\|21.16\|330386;2026-08-18\|21.56\|-1.55\|21.87\|21.97\|21.23\|231587;2026-08-19\|20.40\|-5.38\|21.40\|21.79\|20.24\|292438;2026-08-20\|24.48\|20.00\|22.40\|24.48\|21.61\|545417;2026-08-21\|21.89\|-10.58\|23.33\|23.33\|21.38\|681486;2026-08-24\|20.46\|-6.53\|22.01\|22.18\|20.20\|451594;2026-08-25\|20.88\|2.05\|20.24\|21.32\|20.22\|401758;2026-08-26\|20.58\|-1.44\|21.18\|21.37\|20.10\|325821;2026-08-27\|20.20\|-1.85\|20.59\|20.66\|19.97\|259261;2026-08-28\|19.75\|-2.23\|20.28\|20.35\|19.68\|213026;2026-08-31\|19.27\|-2.43\|19.38\|19.44\|18.95\|214058;2026-09-01\|19.10\|-0.88\|19.23\|19.25\|18.80\|173991;2026-09-02\|18.81\|-1.52\|19.10\|19.23\|18.64\|150283;2026-09-03\|19.23\|2.23\|18.87\|19.33\|18.60\|170999;2026-09-04\|19.67\|2.29\|19.29\|20.00\|19.01\|286911;2026-09-07\|19.90\|1.17\|19.32\|19.90\|18.95\|234190;2026-09-08\|20.71\|4.07\|19.74\|21.17\|19.60\|358928
125146	宇树科技申购日期确定，8月7日网上路演	此前完成停牌核查+AI4S+铝模+一带一路 1、据2026年1月15日关于股票交易停牌核查结果暨复牌的公告，公司股票自 2026 年 1 月 5 日至 2026 年 1 月 12 日连续 6 个交易日涨停，股票价格涨幅为 198.57%，短期内涨幅较大，显著偏离大盘指数。截至目前，公司业务不涉及ai应用、人工智能、量子科技、机器人及商业航天领域，亦未形成相关收入。自上市以来，公司主营业务为铝模、防护平台、装配式预制件等产品的研发、生产与销售，未发生任何变化。 2、据2025年5月21日投资者关系活动记录表，公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发。 3、据2025年5月21日投资者关系活动记录表，公司与微观纪元共建合资公司上海志特纪元新材料科技有限公司，打造“量子+AI”材料研发新范式，加速技术产业化。 4、据2025年三季报，公司主营铝模、防护平台、装配式预制件，2025年前三季度营收20.23亿元、净利1.18亿元，同比增长12.09%、98.65%，盈利改善显著。 5、据2025年11月13日互动易，公司已在沙特设子公司并持续拓展东南亚、中东等“一带一路”市场，海外订单保持高速增长。	公司设立控股子公司志特小临智能科技有限公司，主营化学机器人平台及AI for Science新材料研发，切入机器人赛道	2026-04-30\|22.80\|-0.52\|23.00\|23.10\|22.56\|142249;2026-05-06\|23.48\|2.98\|23.11\|23.96\|23.07\|260525;2026-05-07\|24.93\|6.18\|23.58\|24.95\|23.30\|386315;2026-05-08\|25.03\|0.40\|24.81\|25.26\|24.58\|288669;2026-05-11\|24.10\|-3.72\|25.20\|25.40\|23.88\|334395;2026-05-12\|23.26\|-3.49\|24.05\|24.28\|23.18\|222911;2026-05-13\|23.85\|2.54\|23.16\|24.09\|23.00\|277500;2026-05-14\|22.87\|-4.11\|23.86\|24.95\|22.86\|289265;2026-05-15\|22.50\|-1.62\|23.10\|23.48\|22.29\|234724;2026-05-18\|22.31\|-0.84\|22.30\|22.99\|22.16\|167720;2026-05-19\|22.67\|1.61\|22.35\|22.96\|22.10\|191214;2026-05-20\|21.68\|-4.37\|22.39\|22.54\|21.52\|217986;2026-05-21\|20.81\|-4.01\|21.78\|22.16\|20.74\|188293;2026-05-22\|21.05\|1.15\|21.23\|21.45\|20.72\|141811;2026-05-25\|20.41\|-3.04\|21.10\|21.27\|20.21\|194423;2026-05-26\|20.16\|-1.22\|20.24\|20.64\|19.68\|190837;2026-05-27\|19.62\|-2.68\|20.26\|20.37\|19.38\|129557;2026-05-28\|19.72\|0.51\|19.60\|19.96\|19.28\|144521;2026-05-29\|19.39\|-1.67\|19.84\|20.24\|19.31\|168185;2026-06-01\|19.74\|1.81\|19.31\|20.31\|19.20\|177495;2026-06-02\|18.93\|-4.10\|19.87\|19.89\|18.57\|173270;2026-06-03\|18.78\|-0.79\|19.04\|19.15\|18.60\|129858;2026-06-04\|18.87\|0.48\|18.78\|19.00\|18.60\|116082;2026-06-05\|18.97\|0.53\|18.85\|19.42\|18.23\|149963;2026-06-08\|18.27\|-3.69\|18.60\|19.17\|18.01\|143058;2026-06-09\|18.34\|0.38\|18.47\|18.60\|18.03\|104122;2026-06-10\|18.19\|-0.82\|18.17\|18.90\|17.72\|197794;2026-06-11\|17.98\|-1.15\|17.98\|18.23\|17.70\|143707;2026-06-12\|18.32\|1.89\|18.12\|18.63\|17.90\|137183;2026-06-15\|18.92\|3.28\|18.41\|19.30\|18.41\|137842;2026-06-16\|19.04\|0.63\|18.82\|19.25\|18.51\|125321;2026-06-17\|18.87\|-0.89\|18.98\|19.20\|18.60\|119584;2026-06-18\|18.72\|-0.79\|18.63\|19.04\|18.51\|101784;2026-06-22\|19.20\|2.56\|18.73\|19.31\|18.14\|189833;2026-06-23\|18.51\|-3.59\|18.95\|19.30\|18.38\|181287;2026-06-24\|18.34\|-0.92\|18.63\|19.27\|18.11\|186439;2026-06-25\|17.93\|-2.24\|18.50\|18.58\|17.80\|144907;2026-06-26\|17.21\|-4.02\|17.86\|17.97\|17.16\|149086;2026-06-29\|17.13\|-0.46\|17.25\|17.50\|16.80\|118706;2026-06-30\|17.15\|0.12\|17.11\|17.28\|16.79\|105247;2026-07-01\|19.00\|10.79\|17.28\|20.58\|17.05\|487775;2026-07-02\|18.01\|-5.21\|19.50\|19.86\|17.94\|419075;2026-07-03\|18.23\|1.22\|18.02\|18.90\|17.58\|353518;2026-07-06\|17.26\|-5.32\|18.79\|19.79\|17.15\|381654;2026-07-07\|16.37\|-5.16\|17.39\|17.50\|16.31\|241712;2026-07-08\|15.92\|-2.75\|16.29\|16.47\|15.90\|168620;2026-07-09\|15.95\|0.19\|15.85\|16.14\|15.26\|156668;2026-07-10\|11.88\|4.76\|11.30\|12.26\|11.07\|316814;2026-07-13\|10.86\|-8.59\|11.67\|12.09\|10.79\|270792;2026-07-14\|10.97\|1.01\|11.16\|11.25\|10.44\|212601;2026-07-15\|10.92\|-0.46\|10.93\|11.26\|10.80\|180325;2026-07-16\|10.65\|-2.47\|10.70\|11.05\|10.58\|197823;2026-07-17\|10.06\|-5.54\|10.65\|10.85\|9.93\|231241;2026-07-20\|9.81\|-2.49\|10.30\|10.48\|9.44\|259252;2026-07-21\|9.97\|1.63\|9.82\|10.02\|9.02\|270416;2026-07-22\|9.79\|-1.81\|9.87\|10.09\|9.68\|178639;2026-07-23\|10.12\|3.37\|9.80\|10.12\|9.73\|148174;2026-07-24\|9.71\|-4.05\|10.00\|10.02\|9.68\|136501;2026-07-27\|10.09\|3.91\|9.62\|10.11\|9.62\|143007;2026-07-28\|10.10\|0.10\|10.01\|10.26\|9.97\|130274;2026-07-29\|10.33\|2.28\|10.10\|10.35\|9.90\|179597;2026-07-30\|10.03\|-2.90\|10.31\|10.53\|9.99\|310020;2026-07-31\|11.39\|13.56\|10.05\|12.04\|10.04\|792545;2026-08-03\|10.84\|-4.83\|11.28\|11.31\|10.83\|565421;2026-08-04\|11.80\|8.86\|10.84\|12.23\|10.84\|578946;2026-08-05\|12.80\|8.47\|11.77\|13.25\|11.70\|629147;2026-08-06\|12.33\|-3.67\|12.65\|12.75\|12.22\|491386;2026-08-07\|14.80\|20.03\|12.38\|14.80\|11.78\|815612;2026-08-10\|14.50\|-2.03\|15.50\|15.70\|14.30\|1117145;2026-08-11\|14.00\|-3.45\|14.36\|15.37\|13.80\|976408;2026-08-12\|13.64\|-2.57\|13.88\|13.89\|13.39\|657240;2026-08-13\|14.43\|5.79\|13.62\|14.43\|13.46\|988263;2026-08-14\|12.99\|-9.98\|13.95\|13.99\|12.83\|760102;2026-08-17\|13.20\|1.62\|13.00\|13.26\|12.85\|439113;2026-08-18\|12.88\|-2.42\|13.16\|13.24\|12.68\|446596;2026-08-19\|11.88\|-7.76\|12.79\|12.89\|11.88\|403472;2026-08-20\|12.27\|3.28\|12.12\|12.50\|11.70\|340965;2026-08-21\|11.90\|-3.02\|12.10\|12.18\|11.70\|246549;2026-08-24\|11.50\|-3.36\|11.96\|11.97\|11.33\|225685;2026-08-25\|11.62\|1.04\|11.38\|11.67\|11.20\|185654;2026-08-26\|11.50\|-1.03\|11.61\|11.72\|11.45\|158687;2026-08-27\|11.67\|1.48\|11.50\|11.74\|11.43\|187026;2026-08-28\|12.43\|6.51\|12.03\|12.76\|11.56\|663084;2026-08-31\|12.39\|-0.32\|12.40\|12.87\|12.08\|494321;2026-09-01\|12.67\|2.26\|12.70\|13.04\|12.35\|523325;2026-09-02\|12.06\|-4.81\|12.28\|12.41\|11.97\|371133;2026-09-03\|12.02\|-0.33\|12.18\|12.28\|11.75\|280786;2026-09-04\|12.04\|0.17\|12.11\|12.59\|11.90\|330698;2026-09-07\|12.15\|0.91\|12.04\|12.26\|11.93\|204853;2026-09-08\|12.18\|0.25\|12.15\|12.32\|11.97\|211237
125145	中国创新药上半年出海总金额约997亿美元	CRO+重组蛋白+AI医药行业原因： 1、2026年上半年，中国创新药License-out出海总金额约997亿美元，约为2024年全年的2倍。百济神州上调全年经营业绩预测，荣昌生物、信达生物的业绩大幅向好。 2、据兴业证券8月3日研报，海外大药企面临专利悬崖，中国创新药竞争力持续提升，BD出海高景气有望延续，板块正从“估值驱动”转向“业绩+全球化兑现驱动”。公司原因： 1、据2025年半年度报告，公司为生物药、疫苗、体外诊断企业及科研院所提供重组蛋白、抗体及mRNA相关定制化CRO服务。 2、据2025年年度报告，公司自主研发了23项核心技术并形成7大综合性技术平台，具备mRNA疫苗原料酶、诊断原料、细胞因子等规模化生产能力，主营业务为重组蛋白产品的研发、生产和销售。 3、据2026年6月30日投资者关系活动记录表，公司大力推动AI+高通量技术平台建设与优化迭代，持续推进合成生物学技术平台建设与产业化落地。	国内重组蛋白解决方案专家、领先的mRNA应用服务商；公司整合AlphaFold等AI工具与自研机器学习系统，用于蛋白质设计、改造及表达，推动AI在生命科学领域的应用	2026-04-30\|48.48\|0.41\|47.85\|49.47\|47.80\|5829;2026-05-06\|47.68\|-1.65\|49.00\|49.00\|47.00\|6319;2026-05-07\|50.38\|5.66\|47.85\|51.88\|47.85\|15146;2026-05-08\|49.38\|-1.98\|50.76\|50.87\|49.38\|7495;2026-05-11\|53.88\|9.11\|49.35\|53.97\|49.35\|23278;2026-05-12\|51.62\|-4.19\|53.89\|54.00\|51.26\|13246;2026-05-13\|51.28\|-0.66\|52.00\|52.50\|50.70\|7592;2026-05-14\|50.88\|-0.78\|51.28\|52.00\|49.77\|10495;2026-05-15\|48.28\|-5.11\|50.80\|50.87\|47.33\|15854;2026-05-18\|48.04\|-0.50\|48.04\|48.52\|47.48\|6901;2026-05-19\|46.86\|-2.46\|47.53\|48.89\|46.39\|7550;2026-05-20\|46.82\|-0.09\|46.90\|47.22\|45.56\|6637;2026-05-21\|46.36\|-0.98\|47.08\|49.20\|46.07\|10583;2026-05-22\|46.55\|0.41\|46.44\|47.38\|46.01\|4615;2026-05-25\|44.97\|-3.39\|46.57\|47.77\|44.38\|6787;2026-05-26\|45.20\|0.51\|45.28\|45.49\|44.06\|6863;2026-05-27\|44.48\|-1.59\|45.30\|45.41\|43.80\|6719;2026-05-28\|44.00\|-1.08\|44.70\|44.77\|42.79\|4722;2026-05-29\|42.61\|-3.16\|44.20\|44.20\|42.03\|8103;2026-06-01\|42.00\|-1.43\|43.10\|43.95\|41.72\|6569;2026-06-02\|41.29\|-1.69\|42.20\|42.20\|40.38\|6782;2026-06-03\|40.50\|-1.91\|40.92\|41.20\|40.11\|5321;2026-06-04\|39.14\|-3.36\|40.07\|40.67\|39.00\|5431;2026-06-05\|39.30\|0.41\|39.19\|40.15\|38.37\|7981;2026-06-08\|38.00\|-3.31\|38.88\|39.22\|37.11\|8485;2026-06-09\|38.25\|0.66\|38.60\|38.63\|37.70\|3943;2026-06-10\|37.71\|-1.41\|38.05\|38.28\|37.22\|6400;2026-06-11\|36.65\|-2.81\|37.33\|37.98\|35.71\|8167;2026-06-12\|36.75\|0.27\|36.69\|37.05\|35.95\|7993;2026-06-15\|35.50\|-3.40\|36.84\|37.27\|35.34\|12935;2026-06-16\|35.36\|-0.39\|35.66\|35.66\|34.38\|9200;2026-06-17\|34.81\|-1.56\|35.33\|35.33\|34.62\|7436;2026-06-18\|35.98\|3.36\|35.03\|36.49\|34.37\|11859;2026-06-22\|35.34\|-1.78\|36.00\|36.00\|33.50\|10516;2026-06-23\|36.80\|4.13\|34.92\|37.97\|34.92\|14374;2026-06-24\|35.80\|-2.72\|35.70\|37.27\|35.48\|10857;2026-06-25\|35.23\|-1.59\|35.25\|35.61\|33.36\|9972;2026-06-26\|33.67\|-4.43\|34.97\|35.11\|33.59\|8426;2026-06-29\|36.25\|7.66\|34.39\|36.46\|33.30\|12739;2026-06-30\|36.00\|-0.69\|37.14\|39.44\|35.38\|16278;2026-07-01\|37.50\|4.17\|35.99\|37.86\|34.89\|14095;2026-07-02\|38.24\|1.97\|36.56\|39.99\|36.56\|17736;2026-07-03\|38.63\|1.02\|38.60\|39.29\|37.31\|12672;2026-07-06\|38.91\|0.72\|38.79\|40.54\|37.86\|17923;2026-07-07\|38.14\|-1.98\|38.41\|38.95\|37.61\|15140;2026-07-08\|36.86\|-3.36\|38.12\|38.45\|36.82\|9089;2026-07-09\|37.27\|1.11\|36.55\|37.99\|36.31\|7467;2026-07-10\|39.00\|4.64\|37.20\|39.93\|36.62\|15227;2026-07-13\|39.00\|0.00\|39.98\|42.00\|38.58\|17281;2026-07-14\|40.03\|2.64\|38.99\|40.18\|37.55\|13841;2026-07-15\|40.00\|-0.07\|39.95\|41.50\|39.13\|18261;2026-07-16\|39.93\|-0.17\|39.88\|40.87\|39.02\|11567;2026-07-17\|36.75\|-7.96\|39.76\|39.88\|36.07\|18740;2026-07-20\|36.65\|-0.27\|36.10\|38.56\|35.98\|12172;2026-07-21\|35.70\|-2.59\|36.66\|37.30\|34.10\|12115;2026-07-22\|35.62\|-0.22\|35.71\|36.95\|35.11\|8375;2026-07-23\|35.23\|-1.09\|35.69\|35.90\|34.81\|6638;2026-07-24\|34.01\|-3.46\|34.80\|35.40\|34.01\|5384;2026-07-27\|34.51\|1.47\|33.90\|35.49\|33.20\|6147;2026-07-28\|34.19\|-0.93\|34.78\|35.53\|34.13\|5469;2026-07-29\|34.76\|1.67\|34.50\|35.05\|33.93\|5859;2026-07-30\|34.55\|-0.60\|34.76\|35.63\|34.16\|6825;2026-07-31\|35.23\|1.97\|34.59\|35.68\|34.52\|6948;2026-08-03\|35.46\|0.65\|35.23\|35.71\|34.99\|5002;2026-08-04\|40.53\|14.30\|35.98\|41.56\|35.98\|30741;2026-08-05\|39.61\|-2.27\|39.73\|40.99\|38.99\|20485;2026-08-06\|38.93\|-1.72\|40.07\|40.20\|38.68\|10475;2026-08-07\|46.72\|20.01\|38.80\|46.72\|38.56\|39262;2026-08-10\|54.90\|17.51\|48.99\|56.06\|48.48\|79647;2026-08-11\|56.50\|2.91\|54.26\|62.30\|52.00\|79031;2026-08-12\|53.33\|-5.61\|56.29\|57.49\|53.08\|60178;2026-08-13\|64.00\|20.01\|52.93\|64.00\|52.01\|72828;2026-08-14\|69.58\|8.72\|63.44\|71.00\|61.20\|95619;2026-08-17\|68.43\|-1.65\|64.50\|69.20\|62.32\|76045;2026-08-18\|59.99\|-12.33\|66.94\|67.88\|59.51\|75186;2026-08-19\|56.24\|-6.25\|59.99\|62.33\|54.80\|71747;2026-08-20\|67.49\|20.00\|67.49\|67.49\|67.49\|23113;2026-08-21\|80.99\|20.00\|66.07\|80.99\|66.07\|105733;2026-08-24\|75.49\|-6.79\|77.75\|81.93\|72.99\|73540;2026-08-25\|83.52\|10.64\|74.00\|87.00\|71.00\|75776;2026-08-26\|83.99\|0.56\|81.99\|90.90\|77.95\|75974;2026-08-27\|82.65\|-1.60\|80.99\|83.99\|77.70\|69510;2026-08-28\|73.32\|-11.29\|78.00\|79.88\|73.15\|63805;2026-08-31\|68.77\|-6.21\|72.00\|72.00\|65.55\|52758;2026-09-01\|72.49\|5.41\|69.50\|73.78\|69.00\|57097;2026-09-02\|72.72\|0.32\|74.47\|76.66\|71.01\|61205;2026-09-03\|63.77\|-12.31\|70.30\|72.41\|59.82\|55067;2026-09-04\|62.15\|-2.54\|63.80\|64.80\|59.00\|44875;2026-09-07\|61.57\|-0.93\|61.00\|63.32\|60.99\|40174;2026-09-08\|71.01\|15.33\|61.00\|73.88\|59.50\|9162531
125144	中国创新药上半年出海总金额约997亿美元	涨停揭秘：双目录推动创新药加速上市，公司作为基因修饰动物模型核心供应商，下游药企研发投入与临床需求同步提升；涨停缘由：模型定制+药效评价一体化服务能力突出，创新药IND申报数量增长直接拉动模型订单；资金逻辑：资金挖掘创新药产业链上游隐形冠军，关注临床前研究环节刚性需求与业绩弹性；风险提示：客户集中于头部药企，单一项目周期长，业绩释放节奏受下游研发进度影响较大	基因修饰动物模型产品提供商；为客户提供定制化模型、标准化模型等基因修饰动物模型，以及模型繁育、药效评价及表型分析、饲养服务等相关技术服务	2026-04-30\|41.40\|-0.05\|41.30\|42.06\|41.30\|4809;2026-05-06\|41.30\|-0.24\|41.46\|42.06\|41.06\|6675;2026-05-07\|41.64\|0.82\|41.28\|41.96\|41.00\|5862;2026-05-08\|41.40\|-0.58\|41.64\|41.92\|41.16\|3904;2026-05-11\|42.56\|2.80\|41.60\|42.62\|40.85\|8324;2026-05-12\|40.83\|-4.06\|42.55\|42.55\|40.80\|7597;2026-05-13\|40.20\|-1.54\|40.82\|40.82\|40.05\|4810;2026-05-14\|39.65\|-1.37\|40.12\|40.50\|39.36\|5514;2026-05-15\|39.39\|-0.66\|39.53\|40.11\|39.13\|5394;2026-05-18\|39.28\|-0.28\|39.63\|39.63\|38.55\|4522;2026-05-19\|39.10\|-0.46\|39.50\|39.94\|38.50\|4573;2026-05-20\|39.00\|-0.26\|39.10\|39.36\|38.43\|3269;2026-05-21\|38.25\|-1.92\|38.70\|40.30\|38.15\|4779;2026-05-22\|38.66\|1.07\|38.06\|39.20\|37.83\|2913;2026-05-25\|38.10\|-1.45\|38.90\|39.36\|37.77\|4045;2026-05-26\|37.15\|-2.49\|38.32\|38.32\|36.88\|5280;2026-05-27\|36.31\|-2.26\|37.07\|37.97\|35.66\|6239;2026-05-28\|36.08\|-0.63\|36.09\|36.56\|35.30\|4976;2026-05-29\|35.23\|-2.36\|36.08\|36.38\|35.01\|4871;2026-06-01\|35.62\|1.11\|35.61\|35.97\|35.15\|3809;2026-06-02\|34.77\|-2.39\|35.62\|35.80\|34.45\|4079;2026-06-03\|34.12\|-1.87\|34.64\|34.82\|33.80\|5850;2026-06-04\|33.16\|-2.81\|34.12\|34.13\|32.91\|5898;2026-06-05\|33.32\|0.48\|33.25\|33.85\|32.53\|5023;2026-06-08\|32.05\|-3.81\|33.16\|33.28\|31.30\|6634;2026-06-09\|32.48\|1.34\|32.26\|32.70\|31.71\|4842;2026-06-10\|31.92\|-1.72\|32.85\|32.85\|31.23\|3647;2026-06-11\|31.56\|-1.13\|32.20\|32.20\|30.81\|3967;2026-06-12\|32.03\|1.49\|31.61\|32.26\|31.29\|4235;2026-06-15\|31.80\|-0.72\|32.26\|33.08\|31.40\|6279;2026-06-16\|31.85\|0.16\|31.49\|32.17\|31.01\|4280;2026-06-17\|31.14\|-2.23\|32.33\|32.33\|31.06\|4170;2026-06-18\|31.85\|2.28\|31.45\|32.87\|30.76\|8596;2026-06-22\|31.69\|-0.50\|31.57\|31.92\|30.36\|7405;2026-06-23\|32.92\|3.88\|31.57\|33.66\|31.41\|8974;2026-06-24\|34.22\|3.95\|32.91\|34.51\|32.41\|14556;2026-06-25\|32.38\|-5.38\|33.81\|33.81\|31.84\|12898;2026-06-26\|31.51\|-2.69\|32.03\|32.33\|31.35\|8012;2026-06-29\|35.36\|12.22\|31.47\|35.37\|30.79\|16653;2026-06-30\|34.59\|-2.18\|35.87\|35.87\|33.52\|15742;2026-07-01\|35.70\|3.21\|34.76\|36.20\|33.00\|18121;2026-07-02\|35.88\|0.50\|35.19\|37.73\|35.19\|15620;2026-07-03\|36.51\|1.76\|36.08\|37.36\|34.89\|16286;2026-07-06\|38.10\|4.36\|36.51\|38.10\|36.02\|17281;2026-07-07\|36.00\|-5.51\|37.40\|38.28\|35.89\|11768;2026-07-08\|34.39\|-4.47\|36.24\|36.39\|34.05\|10140;2026-07-09\|34.97\|1.69\|33.70\|35.67\|33.70\|9139;2026-07-10\|36.30\|3.80\|34.96\|37.06\|34.35\|13415;2026-07-13\|34.93\|-3.45\|36.32\|36.40\|34.60\|8931;2026-07-14\|35.25\|0.92\|34.93\|35.51\|32.90\|10033;2026-07-15\|40.40\|14.61\|35.65\|42.30\|35.65\|35972;2026-07-16\|39.24\|-2.87\|39.99\|40.70\|38.20\|33736;2026-07-17\|33.99\|-13.38\|38.90\|38.92\|33.50\|24507;2026-07-20\|34.42\|1.27\|33.80\|36.00\|33.26\|16610;2026-07-21\|33.60\|-2.38\|34.13\|34.26\|31.75\|15269;2026-07-22\|34.12\|1.55\|33.30\|36.00\|33.30\|13853;2026-07-23\|33.94\|-0.53\|33.54\|34.61\|32.91\|10916;2026-07-24\|32.05\|-5.57\|33.65\|33.76\|32.05\|7861;2026-07-27\|33.29\|3.87\|31.40\|34.20\|31.40\|9249;2026-07-28\|32.09\|-3.60\|32.70\|34.16\|31.98\|9010;2026-07-29\|32.31\|0.69\|32.60\|32.75\|31.71\|6716;2026-07-30\|31.66\|-2.01\|31.80\|32.89\|31.51\|7601;2026-07-31\|32.66\|3.16\|31.91\|32.85\|31.91\|6374;2026-08-03\|33.78\|3.43\|32.76\|34.43\|32.26\|8899;2026-08-04\|35.68\|5.62\|34.48\|36.88\|33.83\|14458;2026-08-05\|35.95\|0.76\|37.31\|37.31\|35.10\|11108;2026-08-06\|35.75\|-0.56\|35.95\|36.28\|35.30\|6447;2026-08-07\|42.90\|20.00\|35.80\|42.90\|35.52\|38674;2026-08-10\|46.55\|8.51\|45.00\|50.68\|43.90\|71182;2026-08-11\|46.19\|-0.77\|45.90\|48.00\|44.22\|49337;2026-08-12\|43.68\|-5.43\|46.17\|46.96\|43.30\|41850;2026-08-13\|52.42\|20.01\|43.25\|52.42\|42.65\|59454;2026-08-14\|49.68\|-5.23\|51.87\|51.87\|48.65\|57690;2026-08-17\|48.19\|-3.00\|49.29\|49.29\|46.61\|44374;2026-08-18\|46.30\|-3.92\|47.49\|48.09\|45.45\|37183;2026-08-19\|41.43\|-10.52\|46.30\|46.30\|41.00\|41941;2026-08-20\|44.85\|8.25\|43.10\|46.78\|42.51\|53994;2026-08-21\|42.30\|-5.69\|43.00\|44.98\|41.90\|36879;2026-08-24\|40.03\|-5.37\|41.92\|42.78\|39.79\|25817;2026-08-25\|41.00\|2.42\|39.80\|41.49\|38.91\|25982;2026-08-26\|40.95\|-0.12\|43.00\|44.28\|40.37\|29156;2026-08-27\|41.84\|2.17\|40.54\|42.53\|39.72\|31362;2026-08-28\|40.20\|-3.92\|41.50\|41.63\|40.00\|18466;2026-08-31\|39.45\|-1.87\|39.38\|40.20\|38.60\|15091;2026-09-01\|41.40\|4.94\|39.08\|41.98\|38.80\|31658;2026-09-02\|41.30\|-0.24\|40.92\|41.40\|38.93\|33986;2026-09-03\|39.91\|-3.37\|40.81\|41.33\|39.24\|19720;2026-09-04\|38.24\|-4.18\|40.00\|40.24\|37.90\|18141;2026-09-07\|38.72\|1.26\|38.07\|39.19\|38.07\|10844;2026-09-08\|40.21\|3.85\|38.33\|40.58\|38.20\|1653906
125143	中国创新药上半年出海总金额约997亿美元	创新药+药物分子砌块行业原因： 1、行业龙头药明康德8月4日发布2026年半年报，第二季度收入同比增长47.71%创单季新高，并将全年收入指引由此前的513亿至530亿元大幅上调至585亿至605亿元。 2、据西部证券8月5日研报，2026年上半年中国创新药BD交易延续火热，总金额达977亿美元，医药投融资复苏带动本土CRO需求快速回暖，内需逐步进入高景气周期。公司原因： 1、据2026年8月7日公告，公司实际控制人戴岚与戴龙的一致行动协议到期终止，但双方系姐弟关系，仍为一致行动人，公司控股股东及实际控制人未发生变更，不会对公司日常经营活动产生不利影响。 2、公司专注于新药研发产业链上游，主要从事药物分子砌块和科学试剂的研发、设计、生产及销售，服务于全球新药研发早期阶段。 3、据2025年半年度报告修订版，公司构建了全球领先的近百万种产品目录，重点布局PROTAC降解剂、抗体偶联药物ADC、GLP-1等前沿领域的特色砌块和科学试剂需求。	公司聚焦于新药研发产业链前端，能够为新药研发机构提供药物分子砌块及科学试剂等产品	2026-04-30\|63.52\|6.35\|59.90\|65.96\|59.90\|46351;2026-05-06\|61.61\|-3.01\|62.75\|64.09\|61.10\|28102;2026-05-07\|61.11\|-0.81\|61.61\|62.55\|60.62\|16141;2026-05-08\|59.24\|-3.06\|61.20\|61.20\|58.98\|18966;2026-05-11\|60.52\|2.16\|59.01\|60.85\|58.43\|15231;2026-05-12\|59.56\|-1.59\|61.12\|61.12\|59.10\|13805;2026-05-13\|57.59\|-3.31\|59.93\|59.93\|57.00\|15942;2026-05-14\|55.80\|-3.11\|57.75\|58.36\|55.80\|11444;2026-05-15\|55.25\|-0.99\|55.50\|56.66\|54.58\|12248;2026-05-18\|54.25\|-1.81\|55.00\|55.09\|53.66\|11084;2026-05-19\|51.99\|-4.17\|52.90\|53.10\|50.89\|25602;2026-05-20\|55.21\|6.19\|51.25\|56.44\|51.25\|30424;2026-05-21\|54.95\|-0.47\|55.21\|57.12\|54.40\|24141;2026-05-22\|55.40\|0.82\|55.15\|56.20\|53.60\|14127;2026-05-25\|55.44\|0.07\|56.01\|57.33\|55.00\|9973;2026-05-26\|53.92\|-2.74\|55.11\|55.11\|52.80\|11287;2026-05-27\|53.83\|-0.17\|53.85\|55.48\|52.74\|14340;2026-05-28\|53.30\|-0.98\|53.59\|53.73\|52.05\|9502;2026-05-29\|50.82\|-4.65\|53.76\|54.00\|50.33\|17070;2026-06-01\|49.98\|-1.65\|51.26\|52.70\|49.90\|14492;2026-06-02\|49.51\|-0.94\|50.31\|50.45\|48.46\|12758;2026-06-03\|48.95\|-1.13\|49.48\|50.10\|48.63\|8433;2026-06-04\|48.25\|-1.43\|48.95\|49.39\|47.52\|10320;2026-06-05\|47.89\|-0.75\|48.45\|49.90\|47.66\|9773;2026-06-08\|45.92\|-4.11\|47.76\|47.76\|45.32\|11182;2026-06-09\|47.00\|2.35\|46.58\|47.10\|45.66\|9177;2026-06-10\|45.55\|-0.76\|45.57\|46.99\|44.80\|10210;2026-06-11\|45.10\|-0.99\|44.88\|45.79\|44.22\|5686;2026-06-12\|46.13\|2.28\|45.91\|46.39\|44.64\|8300;2026-06-15\|44.99\|-2.47\|45.94\|46.87\|44.58\|10174;2026-06-16\|45.33\|0.76\|44.87\|45.39\|44.11\|7960;2026-06-17\|44.63\|-1.54\|45.07\|45.33\|44.01\|10409;2026-06-18\|45.38\|1.68\|44.60\|46.60\|44.00\|20533;2026-06-22\|46.28\|1.98\|45.18\|46.28\|43.21\|18961;2026-06-23\|48.67\|5.16\|46.29\|49.04\|45.88\|22297;2026-06-24\|49.45\|1.60\|49.22\|50.58\|48.20\|24192;2026-06-25\|48.90\|-1.11\|48.68\|49.59\|46.39\|22623;2026-06-26\|49.70\|1.64\|48.49\|51.85\|48.48\|31306;2026-06-29\|54.24\|9.13\|49.30\|54.31\|47.80\|42008;2026-06-30\|53.82\|-0.77\|53.21\|54.46\|52.82\|24495;2026-07-01\|55.83\|3.73\|53.82\|57.40\|50.74\|36418;2026-07-02\|52.51\|-5.95\|54.88\|57.30\|52.40\|34718;2026-07-03\|54.51\|3.81\|53.02\|55.00\|52.36\|30555;2026-07-06\|55.92\|2.59\|55.01\|59.69\|53.88\|54363;2026-07-07\|54.49\|-2.56\|55.01\|56.38\|53.00\|27953;2026-07-08\|49.90\|-8.42\|54.00\|54.78\|49.79\|41794;2026-07-09\|49.98\|0.16\|49.55\|51.60\|48.33\|36391;2026-07-10\|53.05\|6.14\|49.38\|54.58\|48.72\|44429;2026-07-13\|51.49\|-2.94\|53.40\|53.56\|50.15\|29643;2026-07-14\|54.95\|6.72\|51.11\|55.55\|49.84\|43668;2026-07-15\|57.43\|4.51\|54.20\|60.60\|54.20\|61752;2026-07-16\|57.31\|-0.21\|57.39\|59.43\|54.96\|48655;2026-07-17\|48.65\|-15.11\|56.76\|56.95\|48.00\|56334;2026-07-20\|50.12\|3.02\|48.70\|51.48\|48.10\|34490;2026-07-21\|49.68\|-0.88\|49.66\|49.88\|46.03\|27843;2026-07-22\|49.70\|0.04\|49.58\|52.49\|49.05\|23101;2026-07-23\|49.36\|-0.68\|49.70\|50.55\|47.72\|21634;2026-07-24\|47.07\|-4.64\|49.24\|49.43\|46.80\|19167;2026-07-27\|48.58\|3.21\|46.08\|50.00\|46.08\|21543;2026-07-28\|46.69\|-3.89\|47.50\|48.58\|46.53\|16246;2026-07-29\|47.86\|2.51\|47.50\|48.47\|46.21\|21871;2026-07-30\|45.18\|-5.60\|47.40\|47.51\|44.46\|24198;2026-07-31\|47.23\|4.54\|45.52\|47.60\|45.50\|22627;2026-08-03\|46.35\|-1.86\|47.20\|48.00\|46.22\|12888;2026-08-04\|50.65\|9.28\|47.76\|51.09\|47.50\|34639;2026-08-05\|51.44\|1.56\|50.65\|52.10\|50.25\|20743;2026-08-06\|51.33\|-0.21\|51.03\|52.57\|50.52\|17572;2026-08-07\|61.60\|20.01\|51.40\|61.60\|51.30\|55640;2026-08-10\|73.92\|20.00\|67.99\|73.92\|67.00\|105575;2026-08-11\|75.41\|2.02\|75.17\|78.70\|70.26\|99900;2026-08-12\|79.60\|5.56\|76.42\|81.30\|74.54\|85608;2026-08-13\|84.83\|6.57\|79.92\|88.88\|77.19\|95478;2026-08-14\|83.34\|-1.76\|85.07\|85.60\|80.31\|79632;2026-08-17\|81.84\|-1.80\|81.50\|83.00\|79.58\|67289;2026-08-18\|79.65\|-2.68\|81.83\|82.68\|78.50\|58298;2026-08-19\|70.48\|-11.51\|79.00\|79.84\|69.66\|71979;2026-08-20\|74.91\|6.29\|73.00\|78.04\|72.50\|75890;2026-08-21\|71.60\|-4.42\|74.29\|75.29\|70.94\|53542;2026-08-24\|66.10\|-7.68\|73.03\|73.48\|65.10\|48318;2026-08-25\|65.00\|-1.66\|64.55\|65.80\|62.01\|53640;2026-08-26\|62.56\|-3.75\|64.84\|66.86\|61.58\|46803;2026-08-27\|62.80\|0.38\|62.55\|62.95\|61.40\|42143;2026-08-28\|61.44\|-2.17\|64.95\|65.69\|61.29\|72164;2026-08-31\|60.48\|-1.56\|60.00\|61.50\|59.11\|39359;2026-09-01\|61.08\|0.99\|60.77\|61.39\|59.17\|35312;2026-09-02\|60.42\|-1.08\|61.00\|61.80\|59.50\|35377;2026-09-03\|59.80\|-1.03\|61.60\|61.60\|59.12\|25715;2026-09-04\|58.59\|-2.02\|60.12\|60.36\|58.03\|29690;2026-09-07\|59.44\|1.45\|58.06\|59.79\|58.01\|19518;2026-09-08\|64.20\|8.01\|59.19\|64.58\|59.06\|7785346
125142	中国创新药上半年出海总金额约997亿美元	AI蛋白质设计+创新药+CGT+回购注销行业原因： 1、2026年上半年，中国创新药License-out出海总金额约997亿美元，约为2024年全年的2倍。百济神州上调全年经营业绩预测，荣昌生物、信达生物的业绩大幅向好。 2、据兴业证券8月3日研报，海外大药企面临专利悬崖，中国创新药竞争力持续提升，BD出海高景气有望延续，板块正从“估值驱动”转向“业绩+全球化兑现驱动”。公司原因： 1、据2026年7月30日互动易，公司深度融合人工智能辅助蛋白质设计技术，已成功研发出耐高盐全能核酸酶、热稳定FGF-B蛋白、高活性IL-2等多款性能显著提升的工业级产品。 2、据2026年4月21日年报，公司产品线覆盖GPCR、CCR8、GPRC5D等创新药物靶点蛋白，深度参与下游创新药研发生产；据2026年4月23日机构调研，公司为细胞与基因治疗提供从靶点发现到商业化生产的全流程方案，已开发超80款GMP级产品。 3、据2025年年度报告，公司是一家重组蛋白供应商，产品覆盖免疫检查点蛋白、细胞级磁珠、核酸酶等，应用于生物药研发与生产，境外营收占比超60%。 4、据2026年8月4日公告，公司首次实施股份回购，回购资金总额不低于2500万元且不超过5000万元，回购股份将全部用于注销并减少注册资本。	公司专业提供重组蛋白等关键生物试剂产品及技术服务，应用于肿瘤、自身免疫疾病、心血管病、传染病等疾病的药物早期发现及验证、药物筛选及优化等环节	2026-04-30\|44.70\|-1.74\|45.21\|45.70\|44.46\|24954;2026-05-06\|44.63\|-0.16\|44.70\|45.30\|44.21\|32800;2026-05-07\|44.93\|0.67\|44.77\|45.18\|44.37\|25900;2026-05-08\|45.99\|2.36\|44.95\|46.97\|44.47\|49479;2026-05-11\|46.26\|0.59\|45.95\|46.56\|44.44\|49648;2026-05-12\|44.47\|-3.87\|45.92\|45.94\|44.40\|43330;2026-05-13\|43.73\|-1.66\|44.30\|44.40\|43.52\|37218;2026-05-14\|44.67\|2.15\|43.72\|45.65\|42.80\|55939;2026-05-15\|44.90\|0.51\|44.60\|46.10\|43.78\|47550;2026-05-18\|43.39\|-3.36\|45.27\|45.27\|42.99\|36188;2026-05-19\|44.27\|2.03\|43.35\|44.59\|43.35\|30659;2026-05-20\|43.95\|-0.72\|44.09\|44.99\|43.66\|25425;2026-05-21\|42.80\|-2.62\|43.91\|45.14\|42.80\|33463;2026-05-22\|42.45\|-0.82\|43.20\|43.48\|41.91\|20114;2026-05-25\|42.20\|-0.59\|42.68\|42.84\|41.59\|17957;2026-05-26\|41.60\|-1.42\|41.96\|42.08\|40.94\|22397;2026-05-27\|41.79\|0.46\|41.70\|42.89\|41.18\|25504;2026-05-28\|41.07\|-1.72\|41.99\|41.99\|40.31\|20617;2026-05-29\|40.55\|-1.27\|41.40\|41.88\|40.21\|27930;2026-06-01\|40.08\|-1.16\|40.48\|41.20\|39.87\|21580;2026-06-02\|39.67\|-1.02\|39.99\|40.08\|39.16\|18931;2026-06-03\|38.70\|-2.45\|39.50\|39.57\|38.46\|19265;2026-06-04\|37.39\|-3.38\|38.79\|38.79\|37.03\|27454;2026-06-05\|38.10\|1.90\|37.85\|38.99\|37.61\|26748;2026-06-08\|36.47\|-4.28\|37.12\|38.09\|35.87\|27584;2026-06-09\|37.03\|1.54\|36.44\|37.28\|36.22\|14659;2026-06-10\|37.55\|1.40\|36.80\|37.77\|36.62\|19466;2026-06-11\|36.61\|-0.92\|36.81\|37.22\|36.05\|16978;2026-06-12\|37.16\|1.50\|36.70\|37.66\|36.60\|29508;2026-06-15\|37.45\|0.78\|37.09\|37.53\|37.00\|20426;2026-06-16\|38.12\|1.79\|37.45\|38.15\|37.07\|20431;2026-06-17\|38.54\|1.10\|38.23\|38.73\|37.41\|24538;2026-06-18\|40.39\|4.80\|38.50\|41.47\|38.07\|47312;2026-06-22\|40.13\|-0.64\|40.00\|40.15\|37.91\|43769;2026-06-23\|41.41\|3.19\|39.80\|41.99\|39.73\|52238;2026-06-24\|44.57\|7.63\|41.06\|45.30\|40.78\|83570;2026-06-25\|45.02\|1.01\|44.32\|45.60\|41.41\|78803;2026-06-26\|43.72\|-2.89\|44.16\|46.35\|43.72\|54637;2026-06-29\|47.75\|9.22\|43.72\|48.50\|43.11\|100953;2026-06-30\|48.00\|0.52\|47.78\|48.78\|46.70\|69963;2026-07-01\|49.10\|2.29\|47.50\|49.50\|45.74\|69603;2026-07-02\|47.41\|-3.44\|48.07\|49.86\|47.36\|51184;2026-07-03\|48.89\|3.12\|48.15\|49.49\|47.80\|56272;2026-07-06\|49.60\|1.45\|49.00\|51.68\|48.62\|65192;2026-07-07\|48.80\|-1.61\|49.59\|51.30\|48.71\|53044;2026-07-08\|47.25\|-3.18\|49.00\|49.37\|47.00\|52755;2026-07-09\|48.05\|1.69\|47.01\|49.98\|46.50\|51577;2026-07-10\|50.60\|5.31\|47.70\|52.30\|47.09\|72599;2026-07-13\|50.23\|-0.73\|50.50\|51.29\|49.48\|58796;2026-07-14\|53.31\|6.13\|50.22\|54.47\|49.36\|100530;2026-07-15\|53.88\|1.07\|52.78\|56.75\|52.23\|127798;2026-07-16\|53.71\|-0.32\|53.15\|54.87\|51.64\|76455;2026-07-17\|48.35\|-9.98\|52.65\|52.90\|47.21\|96198;2026-07-20\|52.56\|8.71\|47.94\|53.75\|47.94\|95362;2026-07-21\|51.80\|-1.45\|52.57\|52.83\|48.80\|72778;2026-07-22\|53.25\|2.80\|51.03\|55.61\|51.01\|88859;2026-07-23\|52.60\|-1.22\|52.93\|53.74\|51.32\|52151;2026-07-24\|52.22\|-0.72\|52.30\|54.00\|51.33\|50352;2026-07-27\|53.46\|2.37\|52.22\|55.00\|51.30\|53567;2026-07-28\|52.18\|-2.39\|53.50\|53.89\|51.36\|44027;2026-07-29\|50.65\|-2.93\|52.49\|53.42\|49.80\|48003;2026-07-30\|47.52\|-6.18\|50.13\|50.59\|47.39\|51352;2026-07-31\|48.38\|1.81\|48.47\|49.66\|47.77\|38787;2026-08-03\|45.00\|-6.99\|47.90\|49.77\|44.35\|62874;2026-08-04\|52.30\|16.22\|45.51\|53.88\|45.51\|112818;2026-08-05\|53.99\|3.23\|52.11\|55.00\|51.68\|54109;2026-08-06\|53.96\|-0.06\|53.72\|56.18\|53.30\|61480;2026-08-07\|64.75\|20.00\|53.96\|64.75\|53.35\|148874;2026-08-10\|77.70\|20.00\|76.88\|77.70\|71.58\|295610;2026-08-11\|82.30\|5.92\|79.09\|88.88\|76.37\|345383;2026-08-12\|82.20\|-0.12\|79.90\|85.61\|79.90\|207768;2026-08-13\|88.21\|7.31\|82.44\|94.00\|81.00\|248159;2026-08-14\|90.21\|2.27\|87.00\|91.50\|85.55\|210585;2026-08-17\|95.88\|6.29\|89.00\|95.88\|86.51\|199895;2026-08-18\|91.45\|-4.62\|92.50\|94.77\|88.91\|207139;2026-08-19\|85.75\|-6.23\|91.79\|92.50\|83.20\|222217;2026-08-20\|96.66\|12.72\|92.00\|102.79\|89.27\|331231;2026-08-21\|98.92\|2.34\|96.00\|100.97\|91.78\|271970;2026-08-24\|92.63\|-6.36\|98.90\|102.18\|91.19\|186938;2026-08-25\|92.00\|-0.68\|93.00\|94.01\|89.00\|156338;2026-08-26\|88.30\|-4.02\|93.66\|95.66\|85.00\|149496;2026-08-27\|86.09\|-2.50\|87.44\|87.44\|84.00\|115756;2026-08-28\|82.50\|-4.17\|85.93\|86.08\|81.23\|122575;2026-08-31\|76.55\|-7.21\|80.00\|80.03\|72.79\|141578;2026-09-01\|79.59\|3.97\|77.05\|80.80\|74.53\|135763;2026-09-02\|84.65\|6.36\|80.60\|86.45\|78.39\|194832;2026-09-03\|85.56\|1.07\|83.62\|90.25\|83.10\|133444;2026-09-04\|81.71\|-4.50\|84.50\|86.99\|80.96\|102491;2026-09-07\|81.78\|0.09\|82.42\|83.73\|80.58\|60198;2026-09-08\|92.50\|13.11\|82.78\|92.62\|80.60\|151518
125141	中国创新药上半年出海总金额约997亿美元	创新药+全人源抗体+海外增长行业原因： 1、昭衍新药预计上半年归母净利润大增，主要因公司生物资产市场价格上涨叠加自身自然生长增值。7月13日，界面新闻向昭衍新药、益诺思等多家公司确认，实验猴价格在近几个月持续上涨。 2、CXO龙头药明康德Q1在手订单增长23.6%，康龙化成H1新签订单增长超过30%，验证行业景气。公司原因： 1、据2026年4月27日投资者关系活动记录表，2026年一季度公司海外实现收入5239万元，同比增长72%，占整体收入比重提升至25.18%，预计2026年全年海外收入仍将实现良好增长。 2、公司构建了覆盖肿瘤、自免、代谢等全疾病领域及单抗、ADC、小核酸、细胞基因治疗等全药物形式的模型产品组合，已服务Arrowhead、Alnylam等知名企业，契合创新药研发需求。 3、据2026年4月27日投资者关系活动记录表，子公司纽迈生物的全人源抗体平台已完成全系列模型研发，2025年产生千万级别收入，部分预研项目已成功授权给海外药企，预计2026年会有更好的收入表现。	公司是一家专业从事实验动物小鼠模型研产销的高新技术企业，上半年净利润预增46.67%至60.78%，报告期内，公司锚定国际化和创新的核心战略，一方面加快海外市场销售网络的布局和完善，另一方面持续加大研发资源投入，技术与产品的行业领先优势得到进一步巩固强化。公司依托成熟的通用底层技术体系，前瞻布局全人源抗体平台、菌群研创平台等新兴技术平台，加快推动研发成果落地转化，为公司中长期可持续增长构筑新的增长点	2026-04-30\|20.60\|-0.29\|20.83\|20.83\|20.07\|72584;2026-05-06\|20.36\|-1.17\|20.48\|20.54\|20.08\|69042;2026-05-07\|21.00\|3.14\|20.60\|21.12\|20.23\|66663;2026-05-08\|20.48\|-2.48\|21.13\|21.37\|20.35\|47910;2026-05-11\|21.80\|6.45\|20.68\|21.94\|20.30\|84093;2026-05-12\|20.89\|-4.17\|21.68\|21.77\|20.80\|65016;2026-05-13\|20.45\|-2.11\|20.58\|20.73\|20.12\|45650;2026-05-14\|20.76\|1.52\|20.44\|21.17\|20.35\|58525;2026-05-15\|21.51\|3.61\|20.76\|21.99\|20.72\|68767;2026-05-18\|21.20\|-1.44\|21.53\|21.57\|20.76\|44663;2026-05-19\|20.65\|-2.59\|21.01\|21.47\|20.35\|44098;2026-05-20\|21.35\|3.39\|20.41\|21.75\|20.36\|49066;2026-05-21\|20.83\|-2.44\|21.39\|21.90\|20.72\|49095;2026-05-22\|20.90\|0.34\|21.00\|21.15\|20.37\|32295;2026-05-25\|20.36\|-2.58\|20.89\|21.17\|19.94\|41548;2026-05-26\|20.34\|-0.10\|20.16\|20.58\|20.00\|35424;2026-05-27\|20.53\|0.93\|20.29\|21.09\|20.02\|39329;2026-05-28\|20.10\|-2.09\|20.72\|20.72\|19.89\|46897;2026-05-29\|19.39\|-3.53\|20.18\|20.45\|19.21\|52994;2026-06-01\|18.81\|-2.99\|19.20\|19.65\|18.78\|53393;2026-06-02\|18.25\|-2.98\|19.00\|19.00\|17.92\|50469;2026-06-03\|18.04\|-1.15\|18.30\|18.34\|17.87\|30638;2026-06-04\|17.34\|-3.88\|18.06\|18.06\|17.17\|45547;2026-06-05\|17.63\|1.67\|17.39\|17.80\|17.34\|40237;2026-06-08\|17.41\|-1.25\|17.05\|17.93\|17.03\|55561;2026-06-09\|17.75\|3.08\|17.37\|17.84\|17.11\|33111;2026-06-10\|17.79\|0.23\|17.40\|17.95\|17.18\|38011;2026-06-11\|17.28\|-2.87\|17.69\|17.98\|17.11\|30209;2026-06-12\|17.82\|3.12\|17.34\|17.83\|16.98\|41472;2026-06-15\|17.86\|0.22\|17.89\|17.98\|17.44\|37524;2026-06-16\|17.42\|-2.46\|17.77\|17.77\|17.31\|22966;2026-06-17\|17.79\|2.12\|17.42\|17.99\|17.26\|28311;2026-06-18\|19.13\|7.53\|17.78\|19.38\|17.47\|52522;2026-06-22\|19.48\|1.83\|19.04\|19.51\|18.14\|56977;2026-06-23\|20.52\|5.34\|19.40\|21.33\|19.21\|73307;2026-06-24\|21.18\|3.22\|20.45\|21.51\|20.45\|66037;2026-06-25\|22.41\|5.81\|21.00\|22.80\|20.33\|109766;2026-06-26\|22.80\|1.74\|22.80\|23.20\|22.26\|84757;2026-06-29\|24.08\|5.61\|22.53\|24.28\|22.34\|108361;2026-06-30\|24.20\|0.50\|23.66\|24.35\|23.41\|86065;2026-07-01\|25.77\|6.49\|24.00\|25.86\|23.06\|108797;2026-07-02\|23.60\|-8.42\|25.50\|26.33\|23.55\|133362;2026-07-03\|23.22\|-1.61\|23.99\|24.49\|22.37\|127355;2026-07-06\|23.15\|-0.30\|22.92\|24.22\|22.92\|102402;2026-07-07\|23.04\|-0.48\|22.88\|23.98\|22.62\|69008;2026-07-08\|23.27\|1.00\|22.46\|24.67\|22.46\|62734;2026-07-09\|24.23\|4.13\|23.06\|24.54\|22.79\|86773;2026-07-10\|25.46\|5.08\|23.99\|26.17\|23.60\|130231;2026-07-13\|24.28\|-4.63\|25.51\|26.07\|23.88\|109236;2026-07-14\|24.62\|1.40\|23.76\|25.18\|23.15\|85473;2026-07-15\|28.81\|17.02\|24.79\|29.54\|24.62\|240516;2026-07-16\|29.00\|0.66\|27.37\|31.00\|24.66\|274843;2026-07-17\|23.20\|-20.00\|27.40\|27.44\|23.20\|217124;2026-07-20\|22.52\|-2.93\|22.63\|24.00\|21.61\|199627;2026-07-21\|24.40\|8.35\|22.00\|24.99\|20.70\|188668;2026-07-22\|27.00\|10.66\|24.60\|28.85\|24.40\|224417;2026-07-23\|26.88\|-0.44\|26.00\|27.92\|25.66\|152056;2026-07-24\|26.20\|-2.53\|26.51\|27.00\|25.85\|77331;2026-07-27\|27.36\|4.43\|25.74\|28.69\|25.74\|130288;2026-07-28\|25.69\|-6.10\|26.85\|27.36\|25.38\|96010;2026-07-29\|25.38\|-1.21\|25.72\|26.70\|24.64\|100723;2026-07-30\|23.26\|-8.35\|25.10\|25.36\|23.10\|102135;2026-07-31\|24.15\|3.83\|23.72\|25.59\|23.38\|83377;2026-08-03\|23.39\|-3.15\|24.63\|25.25\|23.25\|81461;2026-08-04\|26.62\|13.81\|24.02\|26.68\|23.71\|147399;2026-08-05\|27.26\|2.40\|26.22\|27.53\|26.00\|109720;2026-08-06\|27.76\|1.83\|27.58\|28.50\|26.68\|95397;2026-08-07\|33.31\|19.99\|27.78\|33.31\|27.74\|158683;2026-08-10\|37.39\|12.25\|36.64\|39.97\|36.04\|353770;2026-08-11\|39.52\|5.70\|37.00\|40.80\|35.88\|348003;2026-08-12\|38.60\|-2.33\|39.44\|40.10\|37.87\|257811;2026-08-13\|40.95\|6.09\|37.50\|43.47\|37.50\|324689;2026-08-14\|40.50\|-1.10\|40.04\|41.90\|38.78\|224333;2026-08-17\|40.18\|-0.79\|39.40\|40.69\|38.51\|171479;2026-08-18\|40.00\|-0.45\|39.82\|40.48\|38.66\|132406;2026-08-19\|36.00\|-10.00\|39.60\|41.09\|35.27\|239981;2026-08-20\|36.70\|1.94\|37.55\|38.80\|35.28\|306251;2026-08-21\|34.35\|-6.40\|35.13\|35.80\|33.36\|234462;2026-08-24\|33.88\|-1.37\|35.04\|35.78\|32.82\|167689;2026-08-25\|34.49\|1.80\|32.68\|35.05\|32.40\|170836;2026-08-26\|33.16\|-3.86\|34.83\|35.80\|32.53\|121759;2026-08-27\|33.37\|0.63\|33.16\|33.57\|32.40\|100114;2026-08-28\|32.50\|-2.61\|33.01\|33.75\|31.80\|100868;2026-08-31\|31.91\|-1.82\|31.50\|32.16\|31.21\|87287;2026-09-01\|31.17\|-2.32\|31.91\|31.97\|30.50\|104866;2026-09-02\|31.12\|-0.16\|31.31\|31.95\|30.61\|96265;2026-09-03\|31.74\|1.99\|31.76\|31.85\|30.80\|87723;2026-09-04\|30.71\|-3.25\|32.20\|32.20\|30.43\|83802;2026-09-07\|31.22\|1.66\|30.66\|31.22\|30.51\|52441;2026-09-08\|32.48\|4.04\|31.31\|32.90\|30.61\|14526982
125140	高盛将PCB市场规模预期上调38%	PCB+AI硬件+光模块+半年报增长行业原因： 1、高盛大幅上调AI服务器PCB和CCL预测。该行预计，全球AI服务器PCB市场将在2027年达到375亿美元，较此前预测上调38%，2028年进一步增至840亿美元；CCL市场2027年预计达到221亿美元，上调18%，2028年则有望增至480亿美元。 2、花旗研报指出8月电子布价格创下年内最大单月涨幅，主流系列均价单月上涨17%至18%，年内累计涨幅已达118%至165%。公司原因： 1、据2026年8月3日半年报，公司2026年上半年实现营业收入7.09亿元，同比增长41.63%；归母净利润6382.93万元，同比增长1561.55%，主要系珠海PCB板厂、天津PCBA工厂等度过盈亏平衡点，订单增长良好并逐步贡献利润。 2、据2026年8月6日投资者关系活动记录表，公司珠海板厂主要做高速、高多层、高阶HDI产品，已具备120层PCB生产能力，部分瓶颈工序产能满产，订单出现积压，一、二期产能完全释放预计可支持25亿至30亿的产能。 3、据2026年8月4日投资者关系活动记录表，公司营收增长主要得益于AI产业发展驱动，ATE、机器人、光模块等市场需求增长迅猛；光模块PCBA业务已进入量产阶段，主要为国内某光模块头部企业提供服务，订单稳定增长。	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	2026-04-30\|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;2026-07-13\|47.18\|-8.62\|50.71\|51.98\|47.08\|93623;2026-07-14\|48.62\|3.05\|47.79\|49.58\|46.23\|80877;2026-07-15\|45.05\|-7.34\|50.41\|50.66\|45.00\|79682;2026-07-16\|44.00\|-2.33\|44.82\|46.95\|43.52\|71762;2026-07-17\|40.04\|-9.00\|44.00\|44.30\|39.70\|79481;2026-07-20\|35.61\|-11.06\|40.93\|41.00\|34.88\|98829;2026-07-21\|38.74\|8.79\|35.99\|38.78\|32.19\|111187;2026-07-22\|37.85\|-2.30\|38.20\|39.44\|37.45\|68323;2026-07-23\|38.18\|0.87\|37.86\|39.10\|37.56\|51374;2026-07-24\|37.56\|-1.62\|37.40\|38.40\|36.70\|37586;2026-07-27\|40.15\|6.90\|38.01\|40.23\|36.90\|60416;2026-07-28\|38.19\|-4.88\|39.30\|40.51\|37.91\|56044;2026-07-29\|37.77\|-1.10\|38.15\|38.45\|36.10\|58744;2026-07-30\|36.61\|-3.07\|37.69\|38.76\|35.97\|62842;2026-07-31\|40.58\|10.84\|39.06\|40.70\|38.42\|92917;2026-08-03\|43.75\|7.81\|41.82\|44.74\|41.75\|182395;2026-08-04\|44.50\|1.71\|43.02\|45.58\|41.31\|174855;2026-08-05\|45.83\|2.99\|43.71\|46.93\|43.12\|164254;2026-08-06\|44.44\|-3.03\|44.40\|46.46\|43.87\|133133;2026-08-07\|53.33\|20.00\|44.70\|53.33\|44.53\|201953;2026-08-10\|53.95\|1.16\|54.00\|56.59\|53.00\|259076;2026-08-11\|53.27\|-1.26\|53.51\|55.90\|52.92\|187950;2026-08-12\|54.80\|2.87\|53.01\|54.88\|52.76\|156885;2026-08-13\|56.90\|3.83\|55.48\|60.00\|54.38\|214407;2026-08-14\|55.22\|-2.95\|56.34\|57.30\|54.05\|155720;2026-08-17\|57.26\|3.69\|55.48\|58.30\|55.01\|148206;2026-08-18\|57.72\|0.80\|56.91\|57.98\|55.61\|136995;2026-08-19\|54.66\|-5.30\|55.80\|57.91\|54.50\|122924;2026-08-20\|56.76\|3.84\|56.00\|58.15\|55.00\|129079;2026-08-21\|56.38\|-0.67\|57.50\|58.34\|55.76\|90807;2026-08-24\|54.87\|-2.68\|55.84\|56.38\|53.42\|85443;2026-08-25\|54.97\|0.18\|54.02\|55.68\|53.01\|61384;2026-08-26\|53.62\|-2.46\|55.38\|55.52\|53.06\|67113;2026-08-27\|56.92\|6.15\|54.01\|57.00\|53.61\|90288;2026-08-28\|56.14\|-1.37\|57.13\|58.34\|56.02\|77790;2026-08-31\|57.88\|3.10\|54.36\|57.98\|54.36\|73133;2026-09-01\|55.10\|-4.80\|58.28\|58.34\|54.81\|70702;2026-09-02\|54.08\|-1.85\|54.31\|54.79\|53.60\|50993;2026-09-03\|55.93\|3.42\|54.10\|56.48\|54.10\|62071;2026-09-04\|55.23\|-1.25\|56.61\|59.00\|54.71\|89103;2026-09-07\|57.79\|4.64\|56.78\|58.32\|55.88\|107944;2026-09-08\|57.67\|-0.21\|58.79\|62.12\|57.18\|127077
125139		人形机器人+家电零部件+汽车零部件行业原因： 1、中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰。 2、万联证券研报指出，人形机器人量产将驱动精密减速器需求爆发，2027年或出现超20%的供给缺口，高端产能稀缺、订单饱和。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司控股的良质关节主营谐波减速器、行星减速器及关节模组，现有东莞、平湖两大基地合计关节模组年产能约30万台，目前在手对接项目近20多个。 2、据2025年年度报告，公司核心业务为家电零部件，主要产品包括流体电磁阀、模块化组件和水位传感器，洗衣机进水阀国内市占率第一，2025年营收占比约90%。 3、据2025年年度报告及2026年5月13日投资者关系活动记录表，公司汽车零部件业务主要客户为零跑汽车，通过Tier1或Tier2形式为吉利等车企配套，2025年营收占比约5%。	公司拟7.2亿元控股两家金刚石材料公司	2026-04-30\|31.69\|3.22\|30.73\|31.85\|30.41\|62073;2026-05-06\|31.91\|0.69\|32.98\|34.21\|31.83\|107482;2026-05-07\|31.38\|-1.66\|32.43\|32.43\|31.20\|73048;2026-05-08\|32.72\|4.27\|31.22\|32.80\|31.08\|86931;2026-05-11\|32.22\|-1.53\|32.55\|32.90\|32.00\|69736;2026-05-12\|31.53\|-2.14\|32.00\|32.37\|31.40\|45186;2026-05-13\|31.38\|-0.48\|31.84\|31.84\|31.03\|45333;2026-05-14\|30.47\|-2.90\|31.62\|31.68\|30.29\|53660;2026-05-15\|31.83\|4.46\|30.47\|32.18\|30.32\|75737;2026-05-18\|32.28\|1.41\|33.50\|34.42\|32.28\|134600;2026-05-19\|31.96\|-0.99\|31.90\|32.81\|31.28\|87865;2026-05-20\|30.38\|-4.94\|31.50\|32.14\|30.20\|74186;2026-05-21\|29.38\|-3.29\|30.25\|31.09\|29.35\|67820;2026-05-22\|29.72\|1.16\|29.52\|29.84\|28.83\|44370;2026-05-25\|28.87\|-2.86\|29.50\|29.62\|28.61\|42101;2026-05-26\|28.04\|-2.88\|28.60\|28.75\|27.53\|42438;2026-05-27\|28.30\|0.93\|27.80\|28.98\|27.52\|46490;2026-05-28\|29.47\|4.13\|28.43\|29.50\|27.80\|58346;2026-05-29\|28.46\|-3.43\|29.27\|29.37\|28.10\|46534;2026-06-01\|25.38\|-10.82\|27.01\|27.32\|25.27\|73924;2026-06-02\|24.89\|-1.93\|25.23\|25.91\|24.63\|52158;2026-06-03\|24.63\|-1.04\|24.88\|25.09\|24.38\|39004;2026-06-04\|24.74\|0.45\|24.51\|24.90\|24.25\|32367;2026-06-05\|25.23\|1.98\|24.73\|25.70\|23.90\|49235;2026-06-08\|24.62\|-2.42\|24.40\|25.16\|24.10\|37415;2026-06-09\|25.18\|2.40\|24.64\|25.35\|24.31\|32165;2026-06-10\|23.96\|-4.85\|25.00\|25.14\|23.75\|33851;2026-06-11\|24.09\|0.54\|23.74\|24.36\|23.36\|31885;2026-06-12\|24.36\|1.12\|24.32\|24.70\|23.90\|35472;2026-06-15\|24.59\|0.94\|24.60\|24.98\|24.20\|36182;2026-06-16\|25.47\|3.58\|24.59\|25.62\|23.96\|53518;2026-06-17\|25.19\|-1.10\|25.33\|25.62\|25.03\|30326;2026-06-18\|24.79\|-1.59\|25.08\|25.43\|24.66\|26869;2026-06-22\|24.25\|-2.18\|24.88\|24.90\|23.41\|42313;2026-06-23\|24.66\|1.69\|24.18\|24.92\|24.08\|41237;2026-06-24\|24.21\|-1.82\|24.47\|24.85\|23.61\|36642;2026-06-25\|24.65\|1.82\|24.03\|25.47\|23.06\|71692;2026-06-26\|24.06\|-2.39\|24.65\|25.38\|23.81\|63491;2026-06-29\|25.72\|6.90\|24.25\|25.92\|24.06\|72846;2026-06-30\|25.60\|-0.47\|25.84\|26.19\|24.92\|56228;2026-07-01\|26.61\|3.95\|25.63\|27.23\|25.45\|77305;2026-07-02\|31.93\|19.99\|26.10\|31.93\|25.88\|174161;2026-07-03\|33.64\|5.36\|30.96\|34.94\|30.65\|228305;2026-07-06\|32.45\|-3.54\|31.81\|34.31\|31.51\|167999;2026-07-07\|31.63\|-2.53\|32.44\|32.44\|29.67\|149339;2026-07-08\|33.21\|5.00\|31.70\|34.43\|31.08\|150997;2026-07-09\|33.43\|0.66\|33.11\|33.68\|31.94\|106103;2026-07-10\|32.70\|-2.18\|32.86\|34.30\|32.45\|115411;2026-07-13\|29.26\|-10.52\|32.01\|32.10\|28.51\|110549;2026-07-14\|30.13\|2.97\|29.00\|30.60\|28.60\|71951;2026-07-15\|30.69\|1.86\|29.96\|30.77\|29.27\|58260;2026-07-16\|30.91\|0.72\|30.07\|31.39\|29.93\|56726;2026-07-17\|29.25\|-5.37\|30.75\|31.87\|29.15\|58480;2026-07-20\|26.32\|-10.02\|29.58\|29.96\|25.79\|90857;2026-07-21\|27.56\|4.71\|26.50\|27.69\|24.52\|77358;2026-07-22\|30.44\|10.45\|27.33\|30.56\|26.74\|88800;2026-07-23\|30.87\|1.41\|30.54\|30.93\|29.44\|57319;2026-07-24\|29.58\|-4.18\|30.72\|30.95\|29.42\|49678;2026-07-27\|31.70\|7.17\|29.43\|31.70\|28.60\|56029;2026-07-28\|31.11\|-1.86\|31.21\|32.58\|30.90\|45175;2026-07-29\|31.55\|1.41\|30.98\|32.15\|30.61\|49933;2026-07-30\|29.86\|-5.36\|31.64\|31.91\|29.58\|50820;2026-07-31\|32.15\|7.67\|30.76\|32.80\|30.63\|65814;2026-08-03\|32.51\|1.12\|32.15\|33.42\|31.91\|48193;2026-08-04\|33.58\|3.29\|33.10\|34.39\|32.08\|46655;2026-08-05\|33.80\|0.66\|33.58\|33.90\|32.71\|43923;2026-08-06\|34.51\|2.10\|33.95\|34.91\|33.02\|62354;2026-08-07\|41.41\|19.99\|41.41\|41.41\|41.41\|25570;2026-08-10\|38.30\|-7.51\|41.00\|41.14\|35.32\|198954;2026-08-11\|42.45\|10.84\|37.92\|44.44\|36.12\|213369;2026-08-12\|44.68\|5.25\|41.10\|45.88\|39.50\|205007;2026-08-13\|41.21\|-7.77\|43.63\|45.16\|40.01\|201022;2026-08-14\|39.06\|-5.22\|40.06\|40.39\|38.25\|144276;2026-08-17\|40.92\|4.76\|38.44\|43.18\|38.11\|155317;2026-08-18\|42.78\|4.55\|40.33\|43.80\|39.50\|186104;2026-08-19\|41.79\|-2.31\|41.50\|44.68\|39.60\|165824;2026-08-20\|39.66\|-5.10\|41.50\|42.84\|38.98\|121639;2026-08-21\|40.30\|1.61\|39.51\|41.97\|38.88\|107548;2026-08-24\|38.07\|-5.53\|41.00\|41.28\|37.37\|95901;2026-08-25\|38.12\|0.13\|37.51\|38.20\|36.27\|75827;2026-08-26\|37.48\|-1.68\|37.76\|39.38\|37.38\|80092;2026-08-27\|39.19\|4.56\|37.41\|39.62\|36.80\|85981;2026-08-28\|37.90\|-3.29\|38.98\|40.84\|37.90\|80012;2026-08-31\|41.15\|8.58\|37.95\|41.84\|37.23\|122920;2026-09-01\|39.56\|-3.86\|41.60\|41.60\|39.35\|77497;2026-09-02\|40.60\|2.63\|38.84\|41.40\|38.68\|87034;2026-09-03\|46.16\|13.69\|40.61\|47.70\|40.60\|198588;2026-09-04\|45.10\|-2.30\|45.20\|47.09\|44.05\|144602;2026-09-07\|45.30\|0.44\|45.00\|46.35\|44.40\|102192;2026-09-08\|45.94\|1.41\|45.74\|47.27\|44.27\|97967
125138		SiC功率器件+拟收购晶艺半导体 1、据2026年3月28日公告，公司拟发行股份及支付现金收购晶艺半导体100%股权并配套募资，构成重大资产重组，标的公司主营功率半导体，与公司同属Fabless模式，具有协同效应。 2、据2024年年度报告及2025年持续督导报告，公司布局650V-3300V SiC MOSFET，产品已用于工业储能、光伏逆变、新能源汽车及充电桩，并推进功率IC与第三代半导体系列化，助力国产化替代。 3、据2025年年度业绩预告，公司围绕BLDC电机驱动、工业及车用电源、新能源与智能电网、高可靠电源及电机驱动四条产品线，提供整套芯片解决方案，相关业务正稳步推进。	公司16.5亿元并购晶艺半导体，完善功率半导体产品布局	2026-04-30\|96.00\|7.53\|90.90\|97.00\|87.16\|90691;2026-05-06\|91.90\|-4.27\|98.79\|103.50\|91.00\|102281;2026-05-07\|95.40\|3.81\|91.76\|97.89\|89.20\|67157;2026-05-08\|107.46\|12.64\|94.91\|112.00\|93.00\|93554;2026-05-11\|123.53\|14.95\|111.72\|126.50\|106.00\|88240;2026-05-12\|137.50\|11.31\|123.99\|139.98\|123.99\|87278;2026-05-13\|139.40\|1.38\|135.00\|145.67\|128.00\|85585;2026-05-14\|140.00\|0.43\|141.98\|148.50\|138.00\|69008;2026-05-15\|136.04\|-2.83\|135.91\|141.13\|128.50\|83571;2026-05-18\|130.00\|-4.44\|133.00\|134.99\|127.94\|53727;2026-05-19\|126.96\|-2.34\|132.00\|133.20\|122.55\|38819;2026-05-20\|126.74\|-0.17\|128.00\|133.49\|123.12\|46248;2026-05-21\|116.00\|-8.47\|129.74\|130.57\|116.00\|54733;2026-05-22\|119.99\|3.44\|117.10\|121.73\|115.49\|33918;2026-05-25\|123.83\|3.20\|120.05\|131.00\|116.54\|58319;2026-05-26\|110.00\|-11.17\|122.01\|123.14\|99.06\|60017;2026-05-27\|106.24\|-3.42\|113.20\|113.20\|105.57\|41140;2026-05-28\|112.32\|5.72\|106.82\|112.96\|104.01\|31413;2026-05-29\|113.78\|1.30\|115.07\|119.00\|111.33\|36083;2026-06-01\|105.23\|-7.51\|113.78\|114.00\|102.01\|34070;2026-06-02\|104.05\|-1.12\|104.83\|107.56\|101.00\|26951;2026-06-03\|107.30\|3.12\|104.55\|112.88\|102.48\|36906;2026-06-04\|104.00\|-3.08\|105.00\|113.40\|101.80\|40623;2026-06-05\|100.40\|-3.46\|104.40\|104.40\|97.96\|27497;2026-06-08\|97.51\|-2.88\|95.01\|100.98\|95.00\|28337;2026-06-09\|106.62\|9.34\|98.39\|107.55\|97.98\|47777;2026-06-10\|94.70\|-11.18\|104.00\|106.13\|92.00\|45356;2026-06-11\|95.86\|1.22\|94.50\|98.50\|93.01\|26211;2026-06-12\|94.27\|-1.66\|97.50\|100.99\|94.02\|28240;2026-06-15\|102.98\|9.24\|94.75\|102.98\|94.75\|28290;2026-06-16\|102.11\|-0.84\|102.98\|104.48\|100.32\|22067;2026-06-17\|103.49\|1.35\|101.44\|105.27\|101.00\|22027;2026-06-18\|107.08\|3.47\|103.25\|110.97\|100.37\|49866;2026-06-22\|103.88\|-2.99\|109.03\|110.00\|100.44\|49439;2026-06-23\|103.50\|-0.37\|102.00\|108.80\|98.64\|32785;2026-06-24\|102.46\|-1.00\|102.47\|104.38\|98.69\|25125;2026-06-25\|102.80\|0.33\|104.98\|107.90\|100.88\|30328;2026-06-26\|97.34\|-5.31\|101.05\|105.95\|95.08\|30468;2026-06-29\|91.95\|-5.54\|97.08\|98.99\|88.78\|35505;2026-06-30\|103.95\|13.05\|92.00\|108.00\|89.64\|49794;2026-07-01\|103.46\|-0.47\|105.93\|115.97\|102.80\|62941;2026-07-02\|96.33\|-6.89\|95.95\|104.34\|95.00\|35942;2026-07-03\|92.01\|-4.48\|97.00\|98.22\|92.00\|26262;2026-07-06\|90.02\|-2.16\|92.00\|96.84\|86.70\|23685;2026-07-07\|91.92\|2.11\|88.10\|95.41\|88.10\|27354;2026-07-08\|87.79\|-4.49\|90.00\|94.89\|85.12\|27958;2026-07-09\|90.21\|2.76\|88.86\|90.78\|84.53\|25401;2026-07-10\|86.05\|-4.61\|90.16\|93.17\|86.02\|24544;2026-07-13\|78.80\|-8.43\|84.50\|87.46\|78.32\|30296;2026-07-14\|83.39\|5.82\|78.80\|84.40\|77.58\|27402;2026-07-15\|77.76\|-6.75\|84.86\|85.93\|77.08\|20004;2026-07-16\|74.05\|-4.77\|76.38\|78.45\|73.80\|20916;2026-07-17\|64.26\|-13.22\|73.36\|73.74\|63.77\|37410;2026-07-20\|56.92\|-11.42\|67.89\|68.20\|54.30\|34622;2026-07-21\|64.69\|13.65\|56.26\|65.50\|47.17\|49020;2026-07-22\|61.60\|-4.78\|63.98\|66.00\|60.80\|31444;2026-07-23\|61.25\|-0.57\|62.83\|64.57\|59.76\|22118;2026-07-24\|59.80\|-2.37\|59.88\|62.06\|58.36\|19510;2026-07-27\|61.92\|3.55\|60.38\|62.25\|57.95\|19379;2026-07-28\|58.36\|-5.75\|61.43\|63.29\|58.02\|16832;2026-07-29\|57.76\|-1.03\|57.72\|59.28\|53.98\|21741;2026-07-30\|52.59\|-8.95\|57.22\|57.98\|52.09\|21578;2026-07-31\|55.75\|6.01\|57.50\|60.88\|55.75\|29145;2026-08-03\|55.18\|-1.02\|55.37\|56.59\|53.11\|26522;2026-08-04\|60.90\|10.37\|55.50\|61.36\|55.50\|31430;2026-08-05\|64.85\|6.49\|60.90\|65.77\|60.90\|25938;2026-08-06\|77.82\|20.00\|77.82\|77.82\|77.82\|4540;2026-08-07\|93.38\|19.99\|93.38\|93.38\|93.38\|7270;2026-08-10\|85.20\|-8.76\|96.00\|96.80\|79.30\|89754;2026-08-11\|85.96\|0.89\|83.10\|91.60\|83.10\|74667;2026-08-12\|94.30\|9.70\|83.97\|96.33\|83.21\|84014;2026-08-13\|87.08\|-7.66\|92.60\|97.18\|87.00\|73732;2026-08-14\|85.97\|-1.27\|88.82\|88.82\|84.80\|43762;2026-08-17\|87.18\|1.41\|85.98\|87.50\|84.43\|36093;2026-08-18\|85.18\|-2.29\|86.10\|87.88\|82.69\|38835;2026-08-19\|77.82\|-8.64\|82.17\|83.45\|76.88\|33381;2026-08-20\|77.26\|-0.72\|80.00\|80.18\|75.78\|23511;2026-08-21\|76.46\|-1.04\|76.20\|79.52\|75.37\|21142;2026-08-24\|75.63\|-1.09\|76.54\|79.35\|73.62\|29292;2026-08-25\|74.92\|-0.94\|73.70\|75.78\|70.33\|23806;2026-08-26\|73.71\|-1.62\|75.32\|75.34\|71.21\|19540;2026-08-27\|77.04\|4.52\|73.74\|78.18\|72.50\|23932;2026-08-28\|74.01\|-3.93\|76.89\|77.98\|74.00\|16734;2026-08-31\|77.50\|4.72\|74.01\|77.60\|72.50\|22683;2026-09-01\|75.08\|-3.12\|77.49\|77.49\|73.67\|18849;2026-09-02\|73.91\|-1.56\|73.51\|74.88\|72.51\|12683;2026-09-03\|74.86\|1.29\|75.06\|76.00\|73.32\|14017;2026-09-04\|72.52\|-3.13\|75.01\|76.45\|71.90\|17654;2026-09-07\|75.55\|4.18\|72.52\|76.29\|72.52\|18278;2026-09-08\|74.10\|-1.92\|77.38\|77.38\|73.36\|1401711
124964		六氟磷酸锂+一季报扭亏+固态电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年4月29日披露的一季报，公司2026年一季度实现营收9.90亿元，同比增长91.15%；归母净利润1.97亿元，同比扭亏为盈。 2、据2026年6月18日公告，公司募投项目二期工程开始试生产；据2026年6月26日互动易，公司目前六氟磷酸锂产能已达5.2万吨/年。 3、据2026年6月17日互动易，公司硫化锂项目仍在研发阶段，相关研发工作有序开展；据2026年5月18日互动易，公司利用自身六氟磷酸锂生产工艺优势，采取液相法制备高纯度硫化锂产品。	公司六氟磷酸锂产能位居行业前列，互动平台表示密切关注固态电池的技术路线，制定相关材料的研发方向，以应对及配套以后固态电池的发展	2026-04-30\|38.09\|5.78\|36.02\|38.55\|35.70\|991868;2026-05-06\|41.31\|8.45\|38.61\|41.90\|38.50\|1064844;2026-05-07\|38.79\|-6.10\|40.50\|40.76\|38.18\|904388;2026-05-08\|37.43\|-3.51\|38.89\|40.34\|37.37\|711728;2026-05-11\|38.19\|2.03\|37.46\|38.88\|37.00\|682282;2026-05-12\|37.56\|-1.65\|38.18\|39.38\|37.01\|520338;2026-05-13\|37.28\|-0.75\|37.20\|38.28\|36.65\|454728;2026-05-14\|35.67\|-4.32\|36.97\|37.26\|35.50\|423268;2026-05-15\|36.43\|2.13\|35.80\|37.80\|35.80\|647762;2026-05-18\|35.61\|-2.25\|36.21\|36.59\|35.10\|374634;2026-05-19\|35.20\|-1.15\|35.39\|35.43\|34.42\|285728;2026-05-20\|36.52\|3.75\|34.80\|37.26\|34.68\|511509;2026-05-21\|36.32\|-0.55\|37.90\|39.60\|36.19\|934237;2026-05-22\|36.34\|0.06\|36.84\|37.35\|35.01\|531113;2026-05-25\|32.71\|-9.99\|35.64\|36.10\|32.71\|673951;2026-05-26\|31.16\|-4.74\|31.50\|32.43\|30.59\|542079;2026-05-27\|30.23\|-2.98\|30.82\|31.58\|30.09\|369238;2026-05-28\|29.44\|-2.61\|30.24\|30.99\|28.98\|345827;2026-05-29\|27.90\|-5.23\|29.26\|29.46\|27.81\|474829;2026-06-01\|28.34\|1.58\|27.73\|29.24\|27.53\|357397;2026-06-02\|27.57\|-2.72\|28.35\|28.58\|26.80\|310046;2026-06-03\|27.54\|-0.11\|27.40\|27.99\|27.21\|224029;2026-06-04\|26.73\|-2.94\|27.21\|27.30\|26.60\|241806;2026-06-05\|26.75\|0.07\|26.83\|27.26\|25.96\|299446;2026-06-08\|25.47\|-4.79\|25.73\|26.96\|25.00\|283088;2026-06-09\|26.43\|3.77\|25.88\|26.59\|25.29\|263240;2026-06-10\|25.91\|-1.97\|26.09\|26.65\|25.60\|216284;2026-06-11\|26.88\|3.74\|26.22\|27.19\|25.96\|487471;2026-06-12\|26.61\|-1.00\|26.88\|27.60\|25.83\|501133;2026-06-15\|26.78\|0.64\|26.88\|27.12\|26.17\|336636;2026-06-16\|28.30\|5.68\|27.33\|28.48\|26.52\|535289;2026-06-17\|27.53\|-2.72\|27.95\|28.29\|27.31\|383666;2026-06-18\|27.12\|-1.49\|27.70\|28.11\|26.72\|341835;2026-06-22\|28.75\|6.01\|26.41\|28.88\|25.86\|636578;2026-06-23\|27.90\|-2.96\|28.76\|29.00\|27.81\|408612;2026-06-24\|28.10\|0.72\|27.98\|28.50\|26.68\|462814;2026-06-25\|26.30\|-6.41\|27.70\|28.13\|26.13\|502229;2026-06-26\|24.54\|-6.69\|26.38\|26.49\|24.52\|396117;2026-06-29\|24.02\|-2.12\|24.54\|25.88\|23.89\|347899;2026-06-30\|24.39\|1.54\|23.85\|24.63\|23.66\|318095;2026-07-01\|26.83\|10.00\|24.40\|26.83\|24.00\|510574;2026-07-02\|26.25\|-2.16\|27.27\|27.27\|26.12\|522918;2026-07-03\|24.91\|-5.10\|26.42\|26.61\|24.84\|397325;2026-07-06\|23.43\|-5.94\|25.15\|25.34\|23.43\|339251;2026-07-07\|22.87\|-2.39\|23.62\|24.07\|22.80\|253783;2026-07-08\|21.27\|-7.00\|22.88\|22.99\|21.18\|295996;2026-07-09\|21.05\|-1.03\|21.28\|21.43\|19.84\|374764;2026-07-10\|21.08\|0.14\|21.01\|21.70\|20.98\|269595;2026-07-13\|19.72\|-6.45\|20.87\|20.90\|19.65\|247371;2026-07-15\|17.75\|-9.99\|17.75\|17.75\|17.75\|3257;2026-07-16\|15.98\|-9.97\|15.98\|15.98\|15.98\|4724;2026-07-17\|14.38\|-10.01\|14.38\|14.38\|14.38\|8629;2026-07-20\|12.94\|-10.01\|12.94\|12.94\|12.94\|17357;2026-07-21\|11.65\|-9.97\|11.65\|11.65\|11.65\|34807;2026-07-22\|12.63\|8.41\|11.65\|12.82\|11.64\|988123;2026-07-23\|13.28\|5.15\|12.00\|13.79\|11.90\|718245;2026-07-24\|13.58\|2.26\|13.25\|14.29\|12.91\|577930;2026-07-27\|14.94\|10.01\|13.60\|14.94\|13.50\|472100;2026-07-28\|15.91\|6.49\|15.20\|16.43\|14.51\|623893;2026-07-29\|14.89\|-6.41\|16.00\|16.20\|14.32\|619210;2026-07-30\|14.61\|-1.88\|14.80\|15.50\|14.60\|449069;2026-07-31\|14.55\|-0.41\|14.11\|14.97\|14.08\|430301;2026-08-03\|14.94\|2.68\|14.78\|15.23\|14.60\|353474;2026-08-04\|15.07\|0.87\|14.96\|15.20\|14.68\|312849;2026-08-05\|15.16\|0.60\|15.14\|15.37\|14.92\|335652;2026-08-06\|16.68\|10.03\|15.11\|16.68\|15.06\|606120;2026-08-07\|16.59\|-0.54\|16.92\|17.12\|16.01\|500841;2026-08-10\|18.03\|8.68\|16.87\|18.25\|16.85\|463922;2026-08-11\|18.79\|4.22\|17.94\|19.45\|17.67\|508539;2026-08-12\|18.85\|0.32\|18.60\|19.27\|18.59\|313910;2026-08-13\|19.48\|3.34\|18.80\|20.50\|18.22\|414979;2026-08-14\|19.51\|0.15\|19.24\|19.98\|19.07\|271227;2026-08-17\|19.13\|-1.95\|19.26\|19.77\|19.11\|226881;2026-08-18\|17.70\|-7.48\|18.70\|19.10\|17.68\|393205;2026-08-19\|17.54\|-0.90\|17.51\|18.33\|16.92\|351953;2026-08-20\|17.62\|0.46\|17.30\|17.85\|17.03\|189309;2026-08-21\|18.47\|4.82\|17.50\|18.88\|17.44\|288571;2026-08-24\|18.35\|-0.65\|18.73\|19.14\|18.00\|271341;2026-08-25\|17.57\|-4.25\|18.00\|18.25\|17.18\|236830;2026-08-26\|17.47\|-0.57\|17.43\|17.75\|17.42\|144488;2026-08-27\|17.45\|-0.11\|17.33\|17.65\|16.78\|250543;2026-08-28\|17.80\|2.01\|17.60\|17.88\|17.28\|218736;2026-08-31\|17.25\|-3.09\|17.60\|17.62\|17.10\|169055;2026-09-01\|16.67\|-3.36\|17.26\|17.40\|16.66\|175098;2026-09-02\|15.85\|-4.92\|16.22\|16.45\|15.80\|207339;2026-09-03\|16.61\|4.79\|16.15\|16.95\|16.02\|222891;2026-09-04\|15.96\|-3.91\|16.50\|16.67\|15.83\|192225;2026-09-07\|15.93\|-0.19\|15.82\|16.10\|15.65\|125680;2026-09-08\|15.94\|0.06\|15.98\|16.31\|15.90\|124879
124963		碳酸锂+郴州锂矿+控制权拟变更公司原因： 1、据2025年半年度报告，公司已于2023年9月完成注册地迁至郴州临武县，依托当地锂矿推进“采矿+选矿+碳酸锂”纵向一体化项目，一期1万吨碳酸锂冶炼产线有序建设中。 2、据2026年2月28日进展公告，控股股东上海领亿、温萍与山南锑金于2025年11月28日签署股份转让协议，山南锑金拟受让7.7646%股份并将成为第一大股东，控制权拟变更。 3、据2024年年度报告，公司主营锂云母、碳酸锂，已形成“采矿+选矿+基础锂电原料生产”完整产业链，2024年碳酸锂低迷期仍保持稳定运营。	公司业务主要包括锂矿选矿、基础性锂电原料锂盐加工及冶炼业务等，通过收购嘉宇矿业74.3%股权，新增钨锡铅锌矿开采业务	2026-05-06\|32.30\|-5.00\|32.30\|32.30\|32.30\|6539;2026-05-07\|30.69\|-4.98\|30.69\|30.69\|30.69\|5394;2026-05-08\|29.16\|-4.99\|29.16\|29.16\|29.16\|4983;2026-05-11\|27.70\|-5.01\|27.70\|27.70\|27.70\|1219;2026-05-12\|26.32\|-4.98\|26.32\|26.32\|26.32\|1585;2026-05-13\|25.00\|-5.02\|25.00\|25.00\|25.00\|705;2026-05-14\|23.75\|-5.00\|23.75\|23.75\|23.75\|2737;2026-05-15\|22.56\|-5.01\|22.56\|22.91\|22.56\|239175;2026-05-18\|21.43\|-5.01\|21.43\|21.43\|21.43\|34338;2026-05-19\|20.36\|-4.99\|20.36\|20.36\|20.36\|2421;2026-05-20\|19.34\|-5.01\|19.34\|19.34\|19.34\|6443;2026-05-21\|18.37\|-5.02\|18.37\|18.37\|18.37\|8930;2026-05-22\|19.29\|5.01\|17.70\|19.29\|17.45\|435478;2026-05-25\|20.25\|4.98\|19.57\|20.25\|19.57\|53998;2026-05-26\|21.26\|4.99\|21.26\|21.26\|21.26\|19580;2026-05-27\|20.63\|-2.96\|22.32\|22.32\|20.20\|384958;2026-05-28\|19.60\|-4.99\|20.11\|21.03\|19.60\|192427;2026-05-29\|18.62\|-5.00\|20.01\|20.18\|18.62\|138656;2026-06-01\|19.55\|4.99\|17.77\|19.55\|17.69\|174278;2026-06-02\|20.53\|5.01\|19.59\|20.53\|19.59\|116267;2026-06-03\|21.56\|5.02\|21.45\|21.56\|21.08\|76831;2026-06-04\|22.64\|5.01\|22.64\|22.64\|21.12\|210331;2026-06-05\|23.20\|2.47\|22.51\|23.77\|22.50\|225691;2026-06-08\|22.04\|-5.00\|22.05\|22.45\|22.04\|37504;2026-06-09\|20.94\|-4.99\|20.94\|20.94\|20.94\|27675;2026-06-10\|19.89\|-5.01\|19.89\|19.89\|19.89\|7599;2026-06-11\|18.90\|-4.98\|18.90\|18.90\|18.90\|8070;2026-06-12\|17.96\|-4.97\|17.96\|17.96\|17.96\|23761;2026-06-15\|17.06\|-5.01\|17.06\|17.06\|17.06\|3055;2026-06-16\|16.21\|-4.98\|16.21\|16.21\|16.21\|2846;2026-06-17\|15.40\|-5.00\|15.40\|15.40\|15.40\|1438;2026-06-18\|14.63\|-5.00\|14.63\|14.63\|14.63\|14423;2026-06-22\|13.90\|-4.99\|13.90\|13.90\|13.90\|5657;2026-06-23\|13.88\|-0.14\|13.21\|14.60\|13.21\|496740;2026-06-24\|13.19\|-4.97\|13.19\|13.19\|13.19\|34986;2026-06-25\|12.53\|-5.00\|12.53\|12.53\|12.53\|27765;2026-06-26\|11.90\|-5.03\|12.31\|12.48\|11.90\|203471;2026-06-29\|11.31\|-4.96\|11.31\|11.45\|11.31\|47498;2026-06-30\|10.74\|-5.04\|10.74\|10.74\|10.74\|8552;2026-07-01\|11.28\|5.03\|10.95\|11.28\|10.95\|204515;2026-07-02\|11.84\|4.96\|11.84\|11.84\|11.84\|2883;2026-07-03\|12.43\|4.98\|12.43\|12.43\|12.43\|7338;2026-07-06\|11.65\|-6.28\|12.40\|13.67\|11.64\|507129;2026-07-07\|10.49\|-9.96\|11.65\|11.92\|10.49\|250813;2026-07-08\|10.84\|3.34\|9.84\|11.28\|9.70\|339174;2026-07-09\|11.60\|7.01\|10.82\|11.92\|10.62\|289423;2026-07-10\|11.25\|-3.02\|11.80\|12.25\|11.23\|274519;2026-07-13\|11.55\|2.67\|11.55\|11.92\|11.19\|211582;2026-07-14\|10.91\|-5.54\|11.47\|11.74\|10.52\|212962;2026-07-15\|9.90\|-9.26\|10.50\|10.65\|9.82\|290775;2026-07-16\|9.83\|-0.71\|9.65\|10.25\|9.63\|150007;2026-07-17\|8.85\|-9.97\|9.76\|9.94\|8.85\|245262;2026-07-20\|8.07\|-8.81\|8.85\|9.24\|7.97\|258753;2026-07-21\|7.85\|-2.73\|7.95\|8.11\|7.27\|251125;2026-07-22\|8.15\|3.82\|7.79\|8.44\|7.68\|191346;2026-07-23\|8.97\|10.06\|8.16\|8.97\|8.16\|72466;2026-07-24\|8.64\|-3.68\|9.42\|9.87\|8.51\|290427;2026-07-27\|9.45\|9.38\|8.80\|9.45\|8.38\|180688;2026-07-28\|9.68\|2.43\|9.25\|10.15\|9.24\|197068;2026-07-29\|10.65\|10.02\|9.88\|10.65\|9.61\|202990;2026-07-30\|11.72\|10.05\|10.99\|11.72\|10.78\|278296;2026-07-31\|11.17\|-4.69\|12.00\|12.89\|10.90\|405903;2026-08-03\|12.19\|9.13\|11.34\|12.29\|10.72\|387986;2026-08-04\|11.91\|-2.30\|11.80\|12.60\|11.79\|236746;2026-08-05\|12.25\|2.85\|11.80\|12.38\|11.54\|169401;2026-08-06\|13.48\|10.04\|12.50\|13.48\|12.40\|217172;2026-08-07\|14.50\|7.57\|14.00\|14.59\|13.21\|293947;2026-08-10\|15.95\|10.00\|14.50\|15.95\|14.50\|243239;2026-08-11\|14.55\|-8.78\|15.96\|16.30\|14.36\|343168;2026-08-12\|15.05\|3.44\|14.78\|15.65\|13.38\|256384;2026-08-13\|13.60\|-9.63\|14.76\|14.96\|13.60\|224473;2026-08-14\|13.74\|1.03\|13.43\|14.25\|13.35\|145963;2026-08-17\|13.98\|1.75\|14.00\|14.60\|13.67\|199961;2026-08-18\|14.43\|3.22\|13.50\|14.54\|13.21\|180609;2026-08-19\|15.87\|9.98\|15.87\|15.87\|15.87\|22680;2026-08-20\|17.46\|10.02\|17.46\|17.46\|17.46\|6482;2026-08-21\|19.21\|10.02\|19.21\|19.21\|19.01\|304810;2026-08-24\|19.45\|1.25\|20.00\|20.00\|18.57\|469077;2026-08-25\|20.63\|6.07\|19.60\|21.40\|19.50\|330907;2026-08-26\|19.13\|-7.27\|20.13\|20.59\|18.98\|280945;2026-08-27\|19.37\|1.25\|19.34\|19.44\|18.69\|219294;2026-08-28\|19.00\|-1.91\|19.79\|19.87\|19.00\|171505;2026-08-31\|18.64\|-1.89\|18.80\|19.15\|18.50\|138474;2026-09-01\|18.38\|-1.39\|18.82\|18.91\|18.24\|130604;2026-09-02\|18.22\|-0.87\|18.37\|18.47\|18.16\|99881;2026-09-03\|18.14\|-0.44\|18.13\|18.27\|17.99\|134893;2026-09-04\|18.02\|-0.66\|18.08\|18.18\|17.99\|125768;2026-09-07\|18.05\|0.17\|18.02\|18.15\|17.95\|130291;2026-09-08\|18.06\|0.06\|18.02\|18.12\|18.00\|83439
124962		重大资产重组+集成灶+保壳 1、据2026年7月25日公告及2026年7月27日互动易，公司拟通过支付现金方式收购杭州惠嘉信息科技有限公司100%股权，构成重大资产重组。目前已协调独立财务顾问、法律顾问、审计机构及评估机构进场，尽职调查等工作正有序推进。 2、据2026年5月29日投资者关系活动记录表，公司以集成灶为核心，围绕厨房做产品延伸，不断丰富水洗产品等品类，致力于提供一站式集成智慧厨房解决方案。 3、据2026年5月29日投资者关系活动记录表，为争取撤销退市风险警示，公司明确将推进投资并购事宜，寻找产业链相关优质资产择机进行并购，并优化产品结构、拓展销售渠道。	公司筹划重大资产重组，仍未签署正式协议	2026-04-30\|16.68\|-1.18\|16.82\|17.50\|16.45\|49203;2026-05-06\|16.90\|1.32\|16.55\|17.08\|16.41\|38767;2026-05-07\|17.31\|2.43\|16.79\|17.42\|16.79\|29916;2026-05-08\|18.18\|5.03\|17.23\|18.18\|17.04\|36599;2026-05-11\|18.73\|3.03\|18.17\|19.09\|18.00\|51218;2026-05-12\|18.49\|-1.28\|18.46\|18.95\|18.32\|32600;2026-05-13\|18.60\|0.59\|18.40\|18.84\|18.10\|38311;2026-05-14\|17.67\|-5.00\|18.51\|18.57\|17.67\|50082;2026-05-15\|18.45\|4.41\|17.64\|18.47\|16.88\|54078;2026-05-18\|17.53\|-4.99\|18.30\|18.31\|17.53\|45891;2026-05-19\|18.40\|4.96\|17.21\|18.41\|17.05\|56175;2026-05-20\|18.16\|-1.30\|18.21\|18.60\|17.91\|23568;2026-05-21\|17.25\|-5.01\|17.73\|18.20\|17.25\|44799;2026-05-22\|16.39\|-4.99\|16.99\|17.25\|16.39\|51812;2026-05-25\|16.74\|2.14\|16.56\|17.11\|16.00\|38904;2026-05-26\|16.27\|-2.81\|16.56\|16.59\|15.90\|33647;2026-05-27\|16.65\|2.34\|16.28\|16.75\|16.02\|26563;2026-05-28\|16.25\|-2.40\|16.65\|16.65\|15.89\|38157;2026-05-29\|15.90\|-2.15\|16.15\|16.37\|15.50\|34771;2026-06-01\|16.70\|5.03\|15.98\|16.70\|15.92\|26929;2026-06-02\|17.15\|2.69\|16.88\|17.40\|16.88\|31030;2026-06-03\|16.87\|-1.63\|17.08\|17.34\|16.58\|23239;2026-06-04\|16.24\|-3.73\|16.68\|16.94\|16.16\|14293;2026-06-05\|16.58\|2.09\|16.34\|16.78\|16.14\|14278;2026-06-08\|16.25\|-1.99\|16.32\|16.60\|16.06\|11590;2026-06-09\|16.20\|-0.31\|16.25\|16.42\|16.10\|10576;2026-06-10\|16.23\|0.19\|16.27\|16.49\|15.60\|28095;2026-06-11\|16.05\|-1.11\|16.00\|16.28\|15.87\|11290;2026-06-12\|15.92\|-0.81\|16.23\|16.25\|15.83\|11357;2026-06-15\|15.89\|-0.19\|15.92\|16.14\|15.78\|11448;2026-06-16\|15.52\|-2.33\|15.94\|15.94\|15.50\|14391;2026-06-17\|15.05\|-3.03\|15.68\|15.74\|14.76\|26009;2026-06-18\|14.58\|-3.12\|14.98\|15.15\|14.30\|35880;2026-06-22\|14.07\|-3.50\|14.70\|14.88\|13.85\|28741;2026-06-23\|14.77\|4.98\|13.91\|14.77\|13.91\|9480;2026-06-24\|15.51\|5.01\|15.08\|15.51\|15.07\|11023;2026-06-25\|15.88\|2.39\|16.29\|16.29\|15.16\|49578;2026-06-26\|15.09\|-4.97\|15.70\|15.70\|15.09\|28776;2026-06-29\|14.34\|-4.97\|14.34\|14.34\|14.34\|1924;2026-06-30\|13.62\|-5.02\|13.62\|13.62\|13.62\|3601;2026-07-01\|12.94\|-4.99\|12.94\|12.94\|12.94\|3858;2026-07-02\|12.80\|-1.08\|12.78\|13.59\|12.57\|70534;2026-07-03\|12.18\|-4.84\|12.36\|12.58\|12.16\|53885;2026-07-06\|11.20\|-8.05\|12.07\|12.27\|11.11\|67698;2026-07-07\|10.40\|-7.14\|10.98\|11.20\|10.22\|38614;2026-07-08\|10.40\|0.00\|10.20\|10.60\|10.07\|31817;2026-07-09\|10.41\|0.10\|10.29\|10.67\|10.03\|23062;2026-07-10\|10.30\|-1.06\|10.22\|10.55\|10.15\|27655;2026-07-13\|10.01\|-2.82\|10.28\|10.37\|9.91\|26968;2026-07-14\|9.89\|-1.20\|10.07\|10.08\|9.82\|14501;2026-07-15\|10.07\|1.82\|9.80\|10.11\|9.74\|14857;2026-07-16\|10.32\|2.48\|10.04\|10.56\|9.93\|18776;2026-07-17\|9.95\|-3.59\|10.15\|10.44\|9.91\|12691;2026-07-20\|9.55\|-4.02\|10.11\|10.11\|9.53\|13107;2026-07-21\|9.16\|-4.08\|9.48\|9.80\|8.62\|17213;2026-07-22\|8.90\|-2.84\|9.14\|9.31\|8.80\|16527;2026-07-23\|9.50\|6.74\|8.90\|9.55\|8.90\|16306;2026-07-24\|9.26\|-2.53\|9.45\|9.54\|9.22\|7414;2026-07-27\|9.60\|3.67\|9.36\|9.60\|9.28\|9159;2026-07-28\|9.79\|1.98\|9.50\|10.19\|9.50\|15983;2026-07-29\|10.03\|2.45\|9.85\|10.03\|9.66\|7453;2026-07-30\|9.77\|-2.59\|10.15\|10.15\|9.75\|7284;2026-07-31\|10.30\|5.42\|9.62\|10.33\|9.62\|13194;2026-08-03\|10.45\|1.46\|10.30\|10.65\|10.15\|10284;2026-08-04\|10.45\|0.00\|10.45\|10.55\|10.31\|8434;2026-08-05\|10.49\|0.38\|10.44\|10.49\|10.26\|7469;2026-08-06\|11.54\|10.01\|10.49\|11.54\|10.36\|26274;2026-08-07\|11.77\|1.99\|11.82\|12.32\|11.43\|31686;2026-08-10\|12.95\|10.03\|12.95\|12.95\|12.35\|35390;2026-08-11\|12.24\|-5.48\|12.76\|13.48\|11.90\|71285;2026-08-12\|11.51\|-5.96\|12.20\|12.20\|11.35\|56471;2026-08-13\|10.99\|-4.52\|11.46\|11.46\|10.90\|40713;2026-08-14\|10.85\|-1.27\|11.13\|11.27\|10.81\|25988;2026-08-17\|10.97\|1.11\|10.85\|10.99\|10.60\|21785;2026-08-18\|10.91\|-0.55\|11.00\|11.07\|10.70\|16447;2026-08-19\|11.14\|2.11\|10.85\|11.50\|10.70\|28297;2026-08-20\|10.79\|-3.14\|10.86\|11.07\|10.70\|23146;2026-08-21\|10.67\|-1.11\|10.62\|10.68\|10.20\|14294;2026-08-24\|10.76\|0.84\|10.60\|10.93\|10.60\|11755;2026-08-25\|10.76\|0.00\|10.66\|10.85\|10.66\|8202;2026-08-26\|11.05\|2.70\|10.67\|11.05\|10.66\|10113;2026-08-27\|11.18\|1.18\|11.44\|11.44\|10.90\|10980;2026-08-28\|11.18\|0.00\|11.08\|11.24\|10.97\|9241;2026-08-31\|11.47\|2.59\|11.03\|11.52\|11.03\|15655;2026-09-01\|11.68\|1.83\|11.44\|11.78\|11.37\|13886;2026-09-02\|12.25\|4.88\|11.60\|12.28\|11.46\|24747;2026-09-03\|11.80\|-3.67\|12.13\|12.37\|11.78\|17180;2026-09-04\|11.85\|0.42\|11.89\|12.10\|11.78\|14606;2026-09-07\|11.99\|1.18\|11.66\|12.13\|11.65\|18027;2026-09-08\|12.08\|0.75\|11.99\|12.09\|11.83\|13063
124961		实控人变更预期+文旅演艺+ST摘帽 1、据2026年6月27日公告，公司实际控制人张劲因集资诈骗等案终审维持无期徒刑原判，若其通过雪松文投等合计持有的69.40%股份被处置，公司存在实际控制人变更的可能。 2、据2026年5月12日投资者关系活动记录表，公司与独克宗管理有限公司合作打造的大型原创多民族歌舞剧《心中的日月》在独克宗花巷大剧院正式首演，成为假期热门文旅体验项目；据2025年年报，公司文旅小镇位于香格里拉、西塘等国内一线旅游目的地黄金地段，核心项目客流与综合消费双提升。 3、据2026年6月12日互动易，公司将在满足相关条件之后及时向交易所申请撤销其他风险警示并按规定履行信息披露义务。	公司主要业务为供应链运营管理和综合服务、文化旅游业务及服装销售业务	2026-04-30\|4.91\|1.45\|4.83\|4.96\|4.74\|38714;2026-05-06\|4.90\|-0.20\|4.92\|5.00\|4.84\|52874;2026-05-07\|4.86\|-0.82\|4.90\|4.92\|4.85\|39918;2026-05-08\|5.03\|3.50\|4.89\|5.07\|4.85\|63300;2026-05-11\|5.00\|-0.60\|5.05\|5.09\|4.94\|41732;2026-05-12\|4.81\|-3.80\|4.99\|5.02\|4.78\|69337;2026-05-13\|4.81\|0.00\|4.82\|4.87\|4.77\|39746;2026-05-14\|4.81\|0.00\|4.80\|4.86\|4.74\|42876;2026-05-15\|4.74\|-1.46\|4.83\|4.91\|4.72\|40858;2026-05-18\|4.95\|4.43\|4.69\|4.98\|4.69\|94496;2026-05-19\|4.98\|0.61\|4.88\|4.98\|4.85\|50416;2026-05-20\|4.88\|-2.01\|4.99\|5.02\|4.84\|33632;2026-05-21\|4.71\|-3.48\|4.87\|4.94\|4.70\|43596;2026-05-22\|4.71\|0.00\|4.71\|4.76\|4.66\|38728;2026-05-25\|4.68\|-0.64\|4.73\|4.73\|4.57\|41712;2026-05-26\|4.51\|-3.63\|4.66\|4.66\|4.48\|29778;2026-05-27\|4.54\|0.67\|4.52\|4.58\|4.46\|24624;2026-05-28\|4.62\|1.76\|4.48\|4.65\|4.46\|22198;2026-05-29\|4.76\|3.03\|4.64\|4.85\|4.64\|56544;2026-06-01\|4.75\|-0.21\|4.74\|4.79\|4.63\|38992;2026-06-02\|4.75\|0.00\|4.77\|4.85\|4.66\|25249;2026-06-03\|4.63\|-2.53\|4.71\|4.71\|4.59\|24215;2026-06-04\|4.64\|0.22\|4.59\|4.67\|4.57\|20970;2026-06-05\|4.59\|-1.08\|4.60\|4.69\|4.56\|24882;2026-06-08\|4.51\|-1.74\|4.52\|4.60\|4.43\|16464;2026-06-09\|4.52\|0.22\|4.50\|4.59\|4.48\|13391;2026-06-10\|4.67\|3.32\|4.49\|4.75\|4.49\|53032;2026-06-11\|4.60\|-1.50\|4.67\|4.68\|4.52\|36758;2026-06-12\|4.65\|1.09\|4.62\|4.74\|4.58\|34660;2026-06-15\|4.70\|1.08\|4.66\|4.86\|4.64\|33507;2026-06-16\|4.74\|0.85\|4.73\|4.84\|4.60\|47064;2026-06-17\|4.68\|-1.27\|4.71\|4.78\|4.62\|32818;2026-06-18\|4.91\|4.91\|4.70\|4.91\|4.67\|74285;2026-06-22\|5.16\|5.09\|4.94\|5.16\|4.78\|91335;2026-06-23\|5.21\|0.97\|5.15\|5.31\|5.05\|70042;2026-06-24\|4.95\|-4.99\|5.25\|5.41\|4.95\|94136;2026-06-25\|5.20\|5.05\|4.92\|5.20\|4.75\|104604;2026-06-26\|5.18\|-0.38\|5.21\|5.32\|5.11\|58098;2026-06-29\|5.44\|5.02\|5.44\|5.44\|5.44\|11519;2026-06-30\|5.71\|4.96\|5.71\|5.71\|5.71\|4693;2026-07-01\|5.86\|2.63\|6.00\|6.00\|5.65\|155791;2026-07-02\|5.57\|-4.95\|5.70\|6.10\|5.57\|114472;2026-07-03\|5.85\|5.03\|5.66\|5.85\|5.57\|54443;2026-07-06\|6.24\|6.67\|6.06\|6.35\|6.01\|104754;2026-07-07\|5.90\|-5.45\|6.25\|6.26\|5.79\|100478;2026-07-08\|6.00\|1.69\|5.91\|6.15\|5.87\|66993;2026-07-09\|5.80\|-3.33\|5.95\|5.97\|5.60\|71513;2026-07-10\|5.80\|0.00\|5.76\|5.87\|5.63\|42770;2026-07-13\|5.68\|-2.07\|5.77\|5.85\|5.51\|49753;2026-07-14\|5.60\|-1.41\|5.65\|5.68\|5.44\|46792;2026-07-15\|5.72\|2.14\|5.60\|5.74\|5.49\|30505;2026-07-16\|5.76\|0.70\|5.72\|5.88\|5.65\|27921;2026-07-17\|5.63\|-2.26\|5.76\|5.82\|5.50\|41452;2026-07-20\|5.17\|-8.17\|5.56\|5.65\|5.08\|39073;2026-07-21\|5.28\|2.13\|5.16\|5.30\|4.84\|55419;2026-07-22\|5.07\|-3.98\|5.27\|5.32\|5.02\|44044;2026-07-23\|5.06\|-0.20\|5.08\|5.12\|4.97\|30465;2026-07-24\|5.14\|1.58\|5.04\|5.14\|5.02\|23902;2026-07-27\|5.24\|1.95\|5.08\|5.24\|5.07\|19152;2026-07-28\|5.18\|-1.15\|5.18\|5.30\|5.08\|27555;2026-07-29\|5.23\|0.97\|5.18\|5.24\|5.13\|18946;2026-07-30\|5.18\|-0.96\|5.24\|5.26\|5.09\|17406;2026-07-31\|5.25\|1.35\|5.25\|5.28\|5.17\|15230;2026-08-03\|5.25\|0.00\|5.23\|5.26\|5.10\|23176;2026-08-04\|5.41\|3.05\|5.27\|5.46\|5.18\|34500;2026-08-05\|5.36\|-0.92\|5.41\|5.43\|5.30\|23450;2026-08-06\|5.90\|10.07\|5.37\|5.90\|5.29\|57682;2026-08-07\|5.88\|-0.34\|6.00\|6.06\|5.76\|46139;2026-08-10\|5.78\|-1.70\|5.88\|5.88\|5.72\|28317;2026-08-11\|5.87\|1.56\|5.80\|5.88\|5.63\|21020;2026-08-12\|6.03\|2.73\|5.86\|6.18\|5.70\|43770;2026-08-13\|6.00\|-0.50\|5.98\|6.12\|5.96\|26438;2026-08-14\|6.10\|1.67\|6.00\|6.14\|5.98\|19691;2026-08-17\|6.09\|-0.16\|6.10\|6.16\|6.05\|16600;2026-08-18\|6.08\|-0.16\|6.05\|6.20\|6.03\|23389;2026-08-19\|5.78\|-4.93\|6.08\|6.08\|5.73\|40182;2026-08-20\|5.98\|3.46\|5.81\|5.98\|5.77\|24774;2026-08-21\|5.97\|-0.17\|5.93\|5.98\|5.87\|14590;2026-08-24\|5.99\|0.34\|5.92\|5.99\|5.78\|24553;2026-08-25\|6.05\|1.00\|6.02\|6.12\|5.94\|18814;2026-08-26\|5.92\|-2.15\|6.06\|6.06\|5.92\|22598;2026-08-27\|5.95\|0.51\|5.96\|5.99\|5.86\|14824;2026-08-28\|5.94\|-0.17\|5.93\|6.01\|5.85\|20836;2026-08-31\|5.98\|0.67\|5.94\|5.98\|5.88\|12313;2026-09-01\|6.04\|1.00\|5.98\|6.15\|5.97\|23513;2026-09-02\|5.87\|-2.81\|6.01\|6.06\|5.82\|31439;2026-09-03\|5.78\|-1.53\|5.85\|5.88\|5.72\|24244;2026-09-04\|5.79\|0.17\|5.80\|5.83\|5.72\|17858;2026-09-07\|5.84\|0.86\|5.79\|5.84\|5.75\|12079;2026-09-08\|5.88\|0.68\|5.86\|5.88\|5.80\|9898
124960	黄金、白银期货均大幅上涨	黄金+业绩预增+山东国资行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月8日公告，公司预计2026年第一季度归母净利润为13.7亿元至15亿元，同比增长94.68%至113.15%，主要受益于黄金和白银价格同比上涨及公司运营效率提升。 2、公司主要业务为贵金属和有色金属矿采选及金属贸易，旗下拥有黑河洛克、吉林板庙子、青海大柴旦等4座在产金矿矿山及1座铅锌银多金属矿山。 3、据2026年一季报及2025年年报，公司控股股东为山东黄金矿业股份有限公司，持股28.89%，实际控制人为山东省人民政府国有资产监督管理委员会，具备国资背景。	公司矿产金产量在中国黄金上市企业中排名第五，拥有的玉龙矿业是目前国内矿产银（含量银）最大的单体矿山之一	2026-04-30\|26.05\|-4.26\|26.95\|27.09\|25.61\|550833;2026-05-06\|27.58\|5.87\|26.25\|27.70\|26.25\|543702;2026-05-07\|28.16\|2.10\|27.95\|28.60\|27.45\|520354;2026-05-08\|29.23\|3.80\|28.16\|29.41\|28.01\|537887;2026-05-11\|28.09\|-3.90\|28.83\|28.90\|27.82\|439976;2026-05-12\|28.06\|-0.11\|28.67\|28.86\|28.03\|370275;2026-05-13\|27.84\|-0.78\|28.06\|28.39\|27.52\|324095;2026-05-14\|27.00\|-3.02\|27.66\|27.75\|26.61\|392098;2026-05-15\|25.09\|-7.07\|26.50\|26.59\|24.70\|697170;2026-05-18\|24.40\|-2.75\|24.53\|24.76\|24.04\|583851;2026-05-19\|24.03\|-1.52\|24.31\|24.45\|23.74\|296971;2026-05-20\|23.65\|-1.58\|23.65\|23.83\|23.08\|446457;2026-05-21\|23.37\|-1.18\|24.00\|24.57\|23.33\|486407;2026-05-22\|23.89\|2.23\|23.56\|24.10\|23.16\|339863;2026-05-25\|24.34\|1.88\|24.38\|24.78\|24.07\|356567;2026-05-26\|25.37\|4.23\|24.07\|25.59\|23.66\|523626;2026-05-27\|23.88\|-5.87\|25.01\|25.50\|23.66\|529654;2026-05-28\|22.80\|-4.52\|23.56\|23.60\|22.46\|540547;2026-05-29\|22.46\|-1.49\|23.72\|23.79\|22.39\|450953;2026-06-01\|22.70\|1.07\|22.36\|23.06\|22.27\|453370;2026-06-02\|23.04\|1.50\|22.69\|23.14\|21.77\|538116;2026-06-03\|22.82\|-0.95\|22.50\|23.10\|22.34\|445364;2026-06-04\|22.21\|-2.67\|22.73\|23.02\|22.03\|375805;2026-06-05\|21.84\|-1.67\|22.09\|22.41\|21.62\|399908;2026-06-08\|20.30\|-7.05\|20.54\|20.88\|19.82\|577253;2026-06-09\|20.74\|2.17\|20.56\|20.85\|19.95\|388428;2026-06-10\|20.25\|-2.36\|20.34\|20.58\|20.05\|408065;2026-06-11\|20.52\|1.33\|20.10\|20.72\|19.97\|397915;2026-06-12\|21.11\|2.88\|21.00\|21.86\|20.76\|578151;2026-06-15\|22.15\|4.93\|22.04\|22.59\|21.89\|678884;2026-06-16\|21.65\|-2.26\|22.41\|22.41\|21.48\|440531;2026-06-17\|21.88\|1.06\|21.69\|22.34\|21.60\|409404;2026-06-18\|21.07\|-3.70\|21.80\|21.94\|20.81\|444916;2026-06-22\|21.28\|1.00\|20.90\|21.33\|20.33\|630067;2026-06-23\|19.15\|-10.01\|21.00\|21.03\|19.15\|728923;2026-06-24\|19.12\|-0.16\|18.90\|19.45\|18.79\|497474;2026-06-25\|18.04\|-5.65\|18.60\|18.60\|17.80\|857542;2026-06-26\|17.31\|-4.05\|18.09\|18.40\|17.01\|623891;2026-06-29\|17.45\|0.81\|17.33\|17.63\|17.01\|480911;2026-06-30\|17.00\|-2.58\|17.01\|17.15\|16.65\|575024;2026-07-01\|16.78\|-1.29\|16.74\|17.25\|16.60\|479994;2026-07-02\|18.04\|7.51\|17.18\|18.46\|17.16\|1064266;2026-07-03\|19.84\|9.98\|19.25\|19.84\|19.25\|669216;2026-07-06\|20.21\|1.86\|19.70\|21.47\|19.38\|1398774;2026-07-07\|19.59\|-3.07\|20.11\|20.30\|19.46\|603697;2026-07-08\|19.45\|-0.71\|19.48\|20.25\|19.06\|609629;2026-07-09\|19.22\|-1.18\|19.17\|19.32\|18.25\|634654;2026-07-10\|20.03\|4.21\|19.31\|20.98\|19.01\|727270;2026-07-13\|19.52\|-2.55\|19.60\|20.30\|19.33\|583266;2026-07-14\|19.90\|1.95\|18.97\|20.07\|18.59\|679208;2026-07-15\|19.34\|-2.81\|19.80\|20.05\|18.96\|506654;2026-07-16\|19.30\|-0.21\|19.10\|19.88\|18.99\|491498;2026-07-17\|18.55\|-3.89\|19.00\|19.10\|18.15\|541886;2026-07-20\|19.00\|2.43\|18.60\|19.36\|18.36\|551288;2026-07-21\|20.47\|7.74\|19.51\|20.62\|19.26\|779608;2026-07-22\|22.52\|10.01\|21.21\|22.52\|21.10\|935408;2026-07-23\|22.81\|1.29\|22.60\|23.66\|22.31\|1301939;2026-07-24\|21.80\|-4.43\|21.23\|22.69\|21.23\|892037;2026-07-27\|22.44\|2.94\|22.54\|22.59\|21.73\|723669;2026-07-28\|21.94\|-2.23\|21.80\|22.27\|21.56\|504353;2026-07-29\|22.45\|2.32\|21.62\|22.58\|21.62\|527416;2026-07-30\|23.17\|3.21\|23.00\|24.19\|22.85\|957854;2026-07-31\|23.38\|0.91\|23.26\|24.07\|23.16\|768166;2026-08-03\|22.83\|-2.35\|23.10\|23.29\|22.34\|566430;2026-08-04\|22.56\|-1.18\|22.80\|22.94\|22.33\|482050;2026-08-05\|24.22\|7.36\|22.82\|24.38\|22.28\|750159;2026-08-06\|25.46\|5.12\|25.50\|25.79\|24.98\|943183;2026-08-07\|26.35\|3.50\|25.54\|26.42\|25.15\|623473;2026-08-10\|27.14\|3.00\|26.00\|27.24\|25.95\|660880;2026-08-11\|25.96\|-4.35\|27.50\|28.13\|25.54\|883266;2026-08-12\|26.48\|2.00\|26.07\|26.68\|25.86\|461905;2026-08-13\|25.31\|-4.42\|26.62\|26.88\|25.31\|612310;2026-08-14\|25.77\|1.82\|25.00\|25.94\|24.67\|437136;2026-08-17\|26.92\|4.46\|26.30\|27.05\|26.30\|475040;2026-08-18\|26.97\|0.19\|27.00\|27.42\|26.50\|392871;2026-08-19\|26.80\|-0.63\|26.31\|27.80\|26.27\|545499;2026-08-20\|27.90\|4.10\|28.30\|29.00\|27.57\|876340;2026-08-21\|28.58\|2.44\|28.30\|28.80\|27.64\|716474;2026-08-24\|29.26\|2.38\|28.85\|30.28\|28.01\|811731;2026-08-25\|27.80\|-4.99\|29.26\|29.39\|27.50\|558773;2026-08-26\|27.37\|-1.55\|27.86\|28.28\|27.27\|501081;2026-08-27\|27.40\|0.11\|27.37\|28.19\|26.95\|580985;2026-08-28\|27.31\|-0.33\|27.00\|27.65\|26.60\|424898;2026-08-31\|26.35\|-3.52\|25.90\|26.62\|25.40\|765336;2026-09-01\|26.40\|0.19\|26.35\|26.94\|26.20\|459984;2026-09-02\|26.48\|0.30\|25.60\|26.73\|25.11\|484641;2026-09-03\|26.64\|0.60\|26.90\|27.28\|26.42\|465210;2026-09-04\|26.25\|-1.46\|27.04\|27.17\|26.09\|416297;2026-09-07\|25.80\|-1.71\|25.73\|26.23\|25.48\|319013;2026-09-08\|25.80\|0.00\|26.10\|26.23\|25.60\|346686
124959	8月电子布价格现年内最大单月涨幅	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-04-30\|328.49\|-1.61\|333.00\|336.86\|326.06\|323534;2026-05-06\|325.92\|-0.78\|334.01\|338.89\|325.00\|521713;2026-05-07\|338.06\|3.72\|330.00\|340.87\|330.00\|562663;2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089
124958			PTA行业龙头之一，控股和参股PTA产能共计约1900万吨	2026-04-30\|13.95\|2.27\|13.52\|14.11\|13.51\|832434;2026-05-06\|13.70\|-1.79\|13.99\|14.11\|13.51\|760309;2026-05-07\|12.92\|-5.69\|13.51\|13.55\|12.68\|831604;2026-05-08\|12.90\|-0.15\|13.02\|13.16\|12.70\|460376;2026-05-11\|13.06\|1.24\|12.90\|13.19\|12.88\|521149;2026-05-12\|13.44\|2.91\|13.07\|13.60\|13.00\|552574;2026-05-13\|13.37\|-0.52\|13.45\|13.76\|13.14\|647243;2026-05-14\|13.05\|-2.39\|13.38\|13.68\|13.04\|543344;2026-05-15\|13.03\|-0.15\|13.15\|13.37\|12.89\|525377;2026-05-18\|12.29\|-5.68\|12.99\|13.02\|12.09\|694109;2026-05-19\|12.09\|-1.63\|12.22\|12.35\|11.93\|418028;2026-05-20\|12.13\|0.33\|12.00\|12.25\|11.97\|502408;2026-05-21\|11.52\|-5.03\|12.11\|12.28\|11.50\|615687;2026-05-22\|11.45\|-0.61\|11.62\|11.66\|11.28\|543958;2026-05-25\|11.51\|0.52\|11.54\|11.98\|11.46\|385811;2026-05-26\|11.74\|2.00\|11.50\|11.76\|11.07\|548689;2026-05-27\|11.53\|-1.79\|11.60\|11.71\|11.31\|383600;2026-05-28\|11.31\|-1.91\|11.44\|11.70\|11.21\|337566;2026-05-29\|11.26\|-0.44\|11.39\|11.55\|11.22\|449145;2026-06-01\|11.50\|3.05\|11.21\|11.72\|11.00\|646691;2026-06-02\|11.55\|0.43\|11.48\|11.62\|11.22\|454424;2026-06-03\|11.44\|-0.95\|11.56\|11.60\|11.32\|418469;2026-06-04\|11.00\|-3.85\|11.45\|11.45\|10.90\|384154;2026-06-05\|11.43\|3.91\|11.00\|11.80\|10.93\|629782;2026-06-08\|11.25\|-1.57\|11.85\|11.90\|11.17\|652099;2026-06-09\|11.11\|-1.24\|11.13\|11.29\|10.87\|488126;2026-06-10\|11.15\|0.36\|11.04\|11.48\|10.98\|393743;2026-06-11\|10.75\|-3.59\|11.40\|11.50\|10.58\|613089;2026-06-12\|11.34\|5.49\|10.52\|11.48\|10.50\|855468;2026-06-15\|11.95\|5.38\|11.54\|12.20\|11.51\|933172;2026-06-16\|11.65\|-2.51\|11.79\|12.05\|11.58\|511827;2026-06-17\|11.90\|2.15\|11.56\|12.15\|11.46\|560386;2026-06-18\|11.21\|-5.80\|11.84\|12.15\|11.14\|760937;2026-06-22\|12.04\|7.40\|11.11\|12.05\|10.95\|823089;2026-06-23\|11.81\|-1.91\|12.02\|12.50\|11.76\|746616;2026-06-24\|12.19\|3.22\|11.78\|12.69\|11.73\|810927;2026-06-25\|11.71\|-3.94\|12.06\|12.11\|11.49\|957893;2026-06-26\|11.38\|-2.82\|12.02\|12.26\|11.24\|928112;2026-06-29\|11.29\|-0.79\|11.11\|11.37\|10.55\|773286;2026-06-30\|10.75\|-4.78\|11.12\|11.20\|10.64\|715847;2026-07-01\|11.26\|4.74\|10.74\|11.39\|10.50\|630100;2026-07-02\|11.11\|-1.33\|11.06\|11.37\|10.98\|583609;2026-07-03\|11.68\|5.13\|11.30\|11.86\|11.17\|895691;2026-07-06\|12.27\|5.05\|11.86\|12.65\|11.81\|854686;2026-07-07\|11.50\|-6.28\|12.25\|12.59\|11.25\|856456;2026-07-08\|11.14\|-3.13\|11.41\|11.77\|11.09\|566633;2026-07-09\|10.98\|-1.44\|11.11\|11.38\|10.78\|532969;2026-07-10\|10.95\|-0.27\|10.87\|11.09\|10.55\|635908;2026-07-13\|10.89\|-0.55\|10.92\|11.35\|10.80\|707382;2026-07-14\|11.29\|3.67\|10.86\|11.29\|10.63\|671792;2026-07-15\|11.10\|-1.68\|11.00\|11.35\|10.74\|689888;2026-07-16\|11.14\|0.36\|11.25\|11.28\|10.88\|604388;2026-07-17\|11.33\|1.71\|11.22\|11.58\|11.08\|799553;2026-07-20\|11.66\|2.91\|11.34\|11.74\|11.22\|832627;2026-07-21\|11.47\|-1.63\|11.46\|11.67\|11.25\|693399;2026-07-22\|12.16\|6.02\|11.47\|12.21\|11.33\|892966;2026-07-23\|12.27\|0.90\|12.04\|12.43\|11.78\|701232;2026-07-24\|11.59\|-5.54\|12.20\|12.39\|11.51\|623388;2026-07-27\|11.77\|1.55\|11.44\|11.79\|11.34\|429123;2026-07-28\|11.73\|-0.34\|11.65\|11.82\|11.49\|375774;2026-07-29\|12.16\|3.67\|11.72\|12.32\|11.57\|552014;2026-07-30\|12.51\|2.88\|12.12\|12.62\|12.05\|620486;2026-07-31\|12.36\|-1.20\|12.25\|12.48\|12.17\|387543;2026-08-03\|12.26\|-0.81\|12.36\|12.56\|11.80\|533293;2026-08-04\|12.05\|-1.71\|12.20\|12.24\|11.80\|464969;2026-08-05\|12.39\|2.82\|11.97\|12.46\|11.86\|545325;2026-08-06\|13.14\|6.05\|12.47\|13.18\|12.38\|910308;2026-08-07\|13.23\|0.68\|13.12\|13.59\|12.97\|670075;2026-08-10\|13.52\|2.19\|13.22\|13.85\|13.21\|576561;2026-08-11\|13.04\|-3.55\|13.52\|13.65\|13.00\|482112;2026-08-12\|13.06\|0.15\|13.03\|13.37\|12.94\|370587;2026-08-13\|12.70\|-2.76\|13.06\|13.16\|12.68\|390738;2026-08-14\|12.59\|-0.87\|12.60\|12.98\|12.51\|432522;2026-08-17\|12.77\|1.43\|12.48\|12.85\|12.47\|530449;2026-08-18\|12.87\|0.78\|12.75\|12.91\|12.38\|519043;2026-08-19\|13.41\|4.20\|12.77\|13.47\|12.75\|912860;2026-08-20\|13.53\|0.89\|13.38\|13.98\|13.36\|633412;2026-08-21\|13.76\|1.70\|13.57\|13.84\|13.31\|499560;2026-08-24\|13.65\|-0.80\|13.71\|13.88\|13.40\|475673;2026-08-25\|13.22\|-3.15\|13.65\|13.82\|13.05\|434121;2026-08-26\|13.76\|4.08\|13.06\|13.84\|13.02\|562337;2026-08-27\|14.37\|4.43\|13.75\|14.49\|13.58\|590447;2026-08-28\|14.55\|1.25\|14.41\|14.69\|14.06\|510176;2026-08-31\|14.84\|1.99\|14.60\|15.13\|14.35\|751591;2026-09-01\|14.64\|-1.35\|14.86\|15.25\|14.61\|568152;2026-09-02\|14.36\|-1.91\|14.88\|14.88\|14.31\|537926;2026-09-03\|14.64\|1.95\|14.45\|14.87\|14.28\|404451;2026-09-04\|14.38\|-1.78\|14.65\|14.79\|14.33\|369088;2026-09-07\|13.99\|-2.71\|14.38\|14.65\|13.97\|412039;2026-09-08\|14.49\|3.57\|14.07\|14.52\|13.91\|494759
124957	动力煤CCI指数全线上调	控股股东增持+煤炭+煤化工+央企行业原因： 1、受美伊冲突持续升级影响，国际油价飙升，推升了作为替代能源的煤炭需求预期。 2、山西证券指出，电煤价格进入合理区间，供应克制，旺季煤价具备支撑。公司原因： 1、据2026年7月20日公告，控股股东中国中煤能源集团有限公司拟自当日起12个月内增持公司A股股份，增持总金额不低于5000万元、不高于10000万元，基于对公司价值的认可和未来发展的信心。 2、据2026年7月16日投资者关系活动记录单，6月秦皇岛港5500大卡动力煤平仓价报收842元/吨，年内累计涨幅155元/吨；受迎峰度夏旺季来临、补库需求释放等因素影响，预计全年煤炭价格中枢同比有所上行。 3、据2026年7月16日投资者关系活动记录单及2026年6月17日投资者关系活动记录单，随着化工品价格上涨，预计公司上半年煤化工板块毛利同比将有所改善；受益于油价高位，公司依托自有原料供给，烯烃等化工产品盈利有所改善。 4、公司最终控制人为国务院国有资产监督管理委员会。据2026年6月12日互动易，集团公司正在组织编制进一步深化改革的实施方案。	集煤炭生产和贸易、煤化工、煤矿装备制造及相关服务、坑口发电等业务于一体的大型能源企业；控股股东拟增持5000万元至1亿元A股	2026-04-30\|18.72\|0.05\|18.60\|18.96\|18.42\|284609;2026-05-06\|18.55\|-0.91\|18.43\|18.65\|18.10\|432686;2026-05-07\|17.09\|-7.87\|18.21\|18.21\|16.91\|614287;2026-05-08\|16.66\|-2.52\|17.15\|17.27\|16.53\|385630;2026-05-11\|16.49\|-1.02\|16.88\|17.07\|16.41\|391998;2026-05-12\|16.19\|-1.82\|16.45\|16.63\|16.10\|345662;2026-05-13\|16.07\|-0.74\|16.24\|16.42\|15.90\|313360;2026-05-14\|16.10\|0.19\|16.15\|16.45\|16.02\|364566;2026-05-15\|16.81\|4.41\|16.11\|17.00\|15.90\|578046;2026-05-18\|17.41\|3.57\|16.81\|17.50\|16.63\|614496;2026-05-19\|17.25\|-0.92\|17.10\|17.54\|16.96\|280604;2026-05-20\|17.09\|-0.93\|17.32\|17.57\|17.05\|258687;2026-05-21\|16.28\|-4.74\|16.96\|17.00\|16.15\|410904;2026-05-22\|15.58\|-4.30\|16.20\|16.40\|15.51\|471132;2026-05-25\|15.53\|-0.32\|15.90\|16.20\|15.31\|595606;2026-05-26\|15.40\|-0.84\|15.34\|15.67\|15.13\|433068;2026-05-27\|15.44\|0.26\|15.49\|15.60\|15.03\|525460;2026-05-28\|15.47\|0.19\|15.34\|16.05\|15.31\|602267;2026-05-29\|15.68\|1.36\|15.44\|15.76\|15.33\|598527;2026-06-01\|16.89\|7.72\|15.83\|16.96\|15.71\|1251169;2026-06-02\|16.40\|-2.90\|16.96\|17.28\|16.26\|869097;2026-06-03\|17.10\|4.27\|16.21\|17.21\|16.10\|847900;2026-06-04\|17.20\|0.58\|17.10\|17.55\|16.70\|714563;2026-06-05\|16.84\|-2.09\|17.10\|17.54\|16.80\|474778;2026-06-08\|17.09\|1.48\|16.70\|17.50\|16.30\|690613;2026-06-09\|16.28\|-4.74\|16.46\|17.06\|16.09\|602061;2026-06-10\|15.84\|-2.70\|16.03\|16.28\|15.77\|319179;2026-06-11\|16.31\|2.97\|16.06\|16.53\|15.82\|409331;2026-06-12\|16.18\|-0.80\|16.04\|16.72\|15.95\|412865;2026-06-15\|14.77\|-8.71\|15.90\|15.98\|14.59\|806646;2026-06-16\|14.35\|-2.84\|14.60\|14.75\|14.21\|524723;2026-06-17\|14.00\|-2.44\|14.35\|14.39\|13.84\|390118;2026-06-18\|13.50\|-3.57\|14.01\|14.12\|13.40\|524533;2026-06-22\|13.73\|1.70\|13.40\|13.85\|13.24\|634088;2026-06-23\|13.46\|-1.97\|13.70\|14.09\|13.37\|485027;2026-06-24\|13.30\|-1.19\|13.51\|13.51\|13.17\|382105;2026-06-25\|12.85\|-3.38\|13.15\|13.29\|12.65\|580057;2026-06-26\|12.51\|-2.65\|12.91\|12.99\|12.46\|349124;2026-06-29\|12.79\|2.24\|12.50\|12.81\|12.17\|425648;2026-06-30\|12.18\|-4.77\|12.67\|12.73\|11.96\|647950;2026-07-01\|12.62\|3.61\|12.18\|12.78\|11.97\|541824;2026-07-02\|12.59\|-0.24\|12.67\|12.84\|12.36\|657710;2026-07-03\|12.67\|0.64\|12.67\|12.83\|12.50\|436201;2026-07-06\|13.42\|5.92\|12.51\|13.49\|12.50\|748040;2026-07-07\|13.16\|-1.94\|13.32\|13.46\|12.95\|455225;2026-07-08\|13.03\|-0.99\|13.19\|13.50\|12.89\|473045;2026-07-09\|12.93\|-0.77\|12.98\|13.28\|12.81\|393063;2026-07-10\|12.67\|-2.01\|12.78\|12.89\|12.59\|490109;2026-07-13\|12.87\|1.58\|12.70\|13.06\|12.47\|574437;2026-07-14\|13.25\|2.95\|12.93\|13.50\|12.85\|784940;2026-07-15\|13.12\|-0.98\|12.98\|13.36\|12.93\|597500;2026-07-16\|12.54\|-4.42\|13.05\|13.17\|12.47\|552495;2026-07-17\|12.54\|0.00\|12.55\|12.86\|12.50\|704438;2026-07-20\|13.79\|9.97\|12.69\|13.79\|12.69\|939423;2026-07-21\|13.79\|0.00\|13.80\|13.99\|13.33\|1048092;2026-07-22\|14.34\|3.99\|13.68\|14.48\|13.60\|919473;2026-07-23\|14.27\|-0.49\|14.20\|14.43\|14.03\|556743;2026-07-24\|13.67\|-4.20\|14.34\|14.65\|13.66\|587350;2026-07-27\|13.84\|1.24\|13.60\|13.91\|13.36\|448469;2026-07-28\|13.72\|-0.87\|13.75\|13.86\|13.32\|383540;2026-07-29\|13.85\|0.95\|13.76\|14.03\|13.68\|406364;2026-07-30\|14.03\|1.30\|13.93\|14.25\|13.81\|489485;2026-07-31\|13.80\|-1.64\|13.63\|13.87\|13.57\|433965;2026-08-03\|13.49\|-2.25\|13.62\|13.87\|13.43\|423328;2026-08-04\|13.53\|0.30\|13.51\|13.60\|13.26\|348087;2026-08-05\|13.34\|-1.40\|13.40\|13.50\|13.04\|401911;2026-08-06\|14.20\|6.45\|13.31\|14.46\|13.30\|915726;2026-08-07\|14.03\|-1.20\|14.00\|14.08\|13.71\|552053;2026-08-10\|14.40\|2.64\|13.97\|14.56\|13.93\|523650;2026-08-11\|14.34\|-0.42\|14.64\|14.72\|14.12\|450912;2026-08-12\|14.15\|-1.32\|14.15\|14.38\|14.10\|289061;2026-08-13\|13.93\|-1.55\|14.01\|14.12\|13.79\|370642;2026-08-14\|14.05\|0.86\|13.93\|14.15\|13.77\|384548;2026-08-17\|13.97\|-0.57\|14.05\|14.12\|13.74\|325458;2026-08-18\|14.37\|2.86\|14.00\|14.55\|13.97\|466201;2026-08-19\|14.34\|-0.21\|14.48\|14.65\|14.18\|446245;2026-08-20\|14.26\|-0.56\|14.19\|14.58\|14.13\|345771;2026-08-21\|14.30\|0.28\|14.30\|14.53\|14.14\|396677;2026-08-24\|14.81\|3.57\|14.36\|15.00\|14.35\|668487;2026-08-25\|15.08\|1.82\|14.90\|15.20\|14.74\|712365;2026-08-26\|14.59\|-1.82\|14.60\|14.71\|14.42\|378957;2026-08-27\|14.95\|2.47\|14.51\|15.02\|14.50\|377565;2026-08-28\|15.36\|2.74\|14.96\|15.44\|14.74\|514267;2026-08-31\|16.19\|5.40\|15.50\|16.23\|15.40\|610249;2026-09-01\|15.43\|-4.69\|15.87\|16.29\|15.33\|616594;2026-09-02\|15.01\|-2.72\|15.72\|15.86\|14.95\|529118;2026-09-03\|14.91\|-0.67\|15.03\|15.42\|14.88\|469484;2026-09-04\|15.18\|1.81\|14.93\|15.37\|14.80\|361885;2026-09-07\|14.53\|-4.28\|15.10\|15.20\|14.31\|560448;2026-09-08\|14.90\|2.55\|14.54\|14.93\|14.40\|450769
124956		钨全产业链+一季报增长+福建国资行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年4月24日年报及2026年5月15日投资者活动记录表，公司拥有前端钨矿山采选、中端冶炼及后端硬质合金、钨钼丝材和切削工具等深加工的完整产业链，现有在产三家钨矿企业钨精矿年产量约12,000吨。 2、据2026年4月24日一季报，2026年一季度公司钨钼业务实现利润总额17.63亿元，同比增长238.82%；公司实现归属净利润11.07亿元，同比增加189.14%。 3、据2025年年度报告，公司最终控制人为福建省人民政府国有资产监督管理委员会。	1、公司为国家六大稀土集团之一，完成了对福建省的稀土资源整合；拥有完整的钨产业链，在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞争优势； 2、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力的企业，具备大尺寸ITER级钨材料的精密机加工成型能力，可满足EAST、ITER等不同磁约束聚变装置部件的高标准需求，为ITER等国内外聚变客户提供多款钨产品及部件	2026-04-30\|57.78\|-2.84\|58.50\|60.07\|57.40\|692325;2026-05-06\|59.71\|3.34\|57.60\|60.10\|56.10\|795273;2026-05-07\|59.80\|0.15\|60.05\|60.83\|59.17\|664880;2026-05-08\|58.74\|-1.77\|58.90\|59.68\|57.87\|540696;2026-05-11\|59.42\|1.16\|58.79\|59.92\|58.04\|609843;2026-05-12\|57.84\|-2.66\|59.67\|59.78\|57.20\|522581;2026-05-13\|58.89\|1.82\|57.40\|59.84\|57.38\|636341;2026-05-14\|55.12\|-6.40\|58.28\|58.30\|55.11\|696027;2026-05-15\|53.40\|-3.12\|55.00\|55.28\|53.11\|527997;2026-05-18\|53.46\|0.11\|52.68\|54.49\|51.99\|397593;2026-05-19\|51.08\|-4.45\|53.46\|53.47\|50.39\|496770;2026-05-20\|50.89\|-0.37\|50.30\|51.73\|49.30\|562870;2026-05-21\|50.16\|-1.43\|51.68\|53.10\|50.01\|531728;2026-05-22\|52.04\|3.75\|50.19\|52.56\|50.19\|509807;2026-05-25\|51.90\|-0.27\|53.08\|53.35\|51.45\|405168;2026-05-26\|53.95\|3.95\|51.10\|53.99\|50.90\|657205;2026-05-27\|51.56\|-4.43\|54.00\|54.22\|51.15\|509430;2026-05-28\|52.40\|1.63\|51.24\|53.15\|50.40\|434164;2026-05-29\|54.37\|3.76\|53.21\|56.17\|51.30\|978319;2026-06-01\|52.85\|-2.80\|55.56\|57.07\|52.75\|683192;2026-06-02\|55.81\|5.60\|53.00\|56.18\|51.47\|788300;2026-06-03\|60.01\|7.53\|55.85\|61.30\|55.58\|1312809;2026-06-04\|63.73\|6.20\|60.02\|63.98\|58.10\|1268020;2026-06-05\|61.73\|-3.14\|63.00\|65.90\|61.52\|1167967;2026-06-08\|59.37\|-3.82\|58.90\|63.12\|57.00\|834086;2026-06-09\|63.93\|7.68\|60.80\|64.00\|59.51\|863357;2026-06-10\|63.75\|-0.28\|63.10\|66.27\|61.90\|888347;2026-06-11\|67.44\|6.46\|64.51\|68.60\|63.76\|1190760;2026-06-12\|64.80\|-3.91\|69.00\|70.13\|64.53\|1641505;2026-06-15\|71.28\|10.00\|66.10\|71.28\|65.50\|1158988;2026-06-16\|78.41\|10.00\|74.00\|78.41\|73.81\|623654;2026-06-17\|80.84\|3.10\|80.00\|82.89\|76.80\|1665609;2026-06-18\|85.91\|6.27\|78.12\|88.90\|76.50\|1555385;2026-06-22\|94.50\|10.00\|88.92\|94.50\|88.88\|1084641;2026-06-23\|85.43\|-9.60\|96.85\|96.85\|85.05\|1249553;2026-06-24\|83.03\|-2.81\|84.53\|85.97\|81.18\|1139451;2026-06-25\|85.86\|3.41\|83.50\|87.50\|81.55\|960441;2026-06-26\|84.50\|-1.58\|87.00\|89.68\|83.62\|936733;2026-06-29\|83.86\|-0.76\|84.46\|87.60\|80.35\|868396;2026-06-30\|85.20\|1.60\|82.62\|87.48\|82.62\|788000;2026-07-01\|84.90\|-0.35\|86.05\|89.00\|83.08\|860265;2026-07-02\|82.15\|-3.24\|79.00\|88.44\|76.63\|1029992;2026-07-03\|75.05\|-8.64\|81.20\|81.90\|74.88\|935687;2026-07-06\|70.84\|-5.61\|74.68\|76.96\|70.00\|900111;2026-07-07\|66.42\|-6.24\|69.23\|71.43\|66.05\|616591;2026-07-08\|63.49\|-4.41\|66.69\|67.54\|63.22\|510952;2026-07-09\|64.71\|1.92\|63.59\|64.71\|60.45\|607960;2026-07-10\|63.35\|-2.10\|64.00\|67.66\|63.16\|647140;2026-07-13\|59.14\|-6.65\|62.11\|63.60\|58.36\|549729;2026-07-14\|62.57\|5.80\|59.02\|62.83\|58.57\|575083;2026-07-15\|58.08\|-7.18\|63.50\|63.60\|57.71\|565255;2026-07-16\|55.67\|-4.15\|56.03\|58.20\|55.10\|431495;2026-07-17\|51.27\|-7.90\|55.12\|56.00\|50.68\|475820;2026-07-20\|47.15\|-8.04\|52.31\|52.96\|46.14\|651930;2026-07-21\|50.18\|6.43\|47.15\|50.39\|43.04\|842189;2026-07-22\|49.56\|-1.24\|49.76\|51.67\|48.90\|622174;2026-07-23\|50.27\|1.43\|50.23\|51.15\|49.26\|519926;2026-07-24\|48.39\|-3.74\|49.23\|50.66\|48.10\|428511;2026-07-27\|50.20\|3.74\|49.11\|50.33\|47.75\|450131;2026-07-28\|46.99\|-6.39\|49.00\|49.98\|46.83\|438642;2026-07-29\|47.37\|0.81\|47.00\|48.07\|45.01\|541512;2026-07-30\|45.00\|-5.00\|47.35\|48.12\|44.25\|512587;2026-07-31\|47.05\|4.56\|47.14\|48.87\|46.81\|638552;2026-08-03\|46.42\|-1.34\|46.97\|47.45\|45.88\|410378;2026-08-04\|49.38\|6.38\|46.65\|49.71\|46.44\|661915;2026-08-05\|53.72\|8.79\|49.72\|54.27\|49.68\|1111762;2026-08-06\|57.47\|6.98\|55.87\|58.28\|54.00\|1446573;2026-08-07\|58.03\|0.97\|55.99\|59.48\|54.60\|1247284;2026-08-10\|59.95\|3.31\|58.73\|63.00\|55.52\|1161948;2026-08-11\|56.41\|-5.90\|58.00\|58.47\|56.30\|754671;2026-08-12\|56.37\|-0.07\|56.04\|57.97\|55.35\|614328;2026-08-13\|54.71\|-2.94\|56.73\|57.29\|54.60\|609214;2026-08-14\|56.44\|3.16\|54.72\|56.50\|54.39\|534570;2026-08-17\|58.40\|3.47\|56.58\|58.47\|56.30\|645539;2026-08-18\|58.11\|-0.50\|57.88\|60.38\|57.51\|675317;2026-08-19\|53.70\|-7.59\|56.20\|57.17\|53.55\|629941;2026-08-20\|53.29\|-0.76\|55.00\|55.20\|52.54\|459753;2026-08-21\|55.58\|4.30\|53.82\|56.19\|53.29\|598764;2026-08-24\|53.93\|-2.97\|56.26\|56.28\|52.76\|591538;2026-08-25\|52.39\|-2.86\|52.60\|53.25\|51.06\|452907;2026-08-26\|52.62\|0.44\|52.70\|54.20\|52.18\|422788;2026-08-27\|54.80\|4.14\|52.10\|54.89\|52.10\|551069;2026-08-28\|54.59\|-0.38\|54.79\|55.90\|53.86\|478838;2026-08-31\|53.92\|-1.23\|52.82\|54.05\|52.18\|421311;2026-09-01\|51.68\|-4.15\|53.53\|54.26\|51.68\|453708;2026-09-02\|50.00\|-3.25\|50.66\|50.70\|49.50\|369483;2026-09-03\|50.63\|1.26\|50.58\|50.78\|49.68\|283179;2026-09-04\|48.79\|-3.63\|51.10\|51.27\|48.50\|365678;2026-09-07\|50.30\|3.09\|49.58\|50.58\|49.22\|337232;2026-09-08\|49.87\|-0.85\|50.36\|50.90\|49.60\|264731
124955		钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	1、公司上半年净利润同比预增261%—298%，报告期内，钨精矿均价同比上涨，公司钨精矿及粉末产品盈利显著增长；PCB微钻、高端刀具等产品订单显著增长，带动盈利能力提升； 2、公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546
124954		短剧+游戏+摘帽+唐山国资行业原因： 1、据中金公司8月1日研报，游戏行业景气度持续向好，而当前游戏板块动态市盈率处于近十年历史低位，估值修复空间充分。 2、中国银河指出，随着基础大模型正日益走向商品化，价值分配重心从基础设施层转向应用层，开源生态将持续推动AI应用生态发展。公司原因： 1、据2026年7月15日业绩说明会，公司持续加强与短视频平台在短剧业务的年度框架合作。 2、据2025年年报，公司网络游戏业务核心管理团队均拥有多年游戏行业从业经验，核心成员来自网易、腾讯等行业知名企业。 3、据2026年6月30日公告，公司股票于2026年7月1日撤销退市风险警示，简称由“*ST大晟”变更为“大晟文化”。 4、公司最终控制人为唐山市人民政府国有资产监督管理委员会。	游戏影视双驱动；公司游戏业务主要由全资子公司淘乐网络开发运营，专注于回合制端游与手游，代表作为《桃花源记》	2026-04-30\|3.65\|-4.45\|3.80\|3.85\|3.63\|153510;2026-05-06\|3.83\|4.93\|3.66\|3.83\|3.66\|100024;2026-05-07\|3.79\|-1.04\|3.90\|3.97\|3.77\|164589;2026-05-08\|3.98\|5.01\|3.82\|3.98\|3.78\|134611;2026-05-11\|4.01\|0.75\|4.02\|4.11\|3.98\|115376;2026-05-12\|3.98\|-0.75\|3.98\|4.11\|3.98\|101519;2026-05-13\|4.02\|1.00\|3.98\|4.11\|3.95\|97663;2026-05-14\|3.97\|-1.24\|4.01\|4.06\|3.94\|88942;2026-05-15\|4.03\|1.51\|4.00\|4.14\|3.98\|72722;2026-05-18\|3.99\|-0.99\|4.02\|4.05\|3.92\|67414;2026-05-19\|3.97\|-0.50\|3.99\|4.02\|3.89\|58214;2026-05-20\|4.00\|0.76\|3.98\|4.02\|3.87\|72394;2026-05-21\|3.85\|-3.75\|4.04\|4.04\|3.85\|66725;2026-05-22\|4.04\|4.94\|3.90\|4.04\|3.80\|122656;2026-05-25\|4.13\|2.23\|4.08\|4.21\|4.03\|109442;2026-05-26\|4.05\|-1.94\|4.06\|4.13\|4.00\|107517;2026-05-27\|4.03\|-0.49\|4.04\|4.07\|3.96\|72590;2026-05-28\|4.09\|1.49\|4.02\|4.10\|3.98\|70986;2026-05-29\|3.97\|-2.93\|4.09\|4.12\|3.95\|70766;2026-06-01\|3.99\|0.50\|3.96\|4.02\|3.91\|48811;2026-06-02\|3.97\|-0.50\|3.98\|4.02\|3.92\|41856;2026-06-03\|3.79\|-4.53\|3.91\|3.95\|3.79\|120288;2026-06-04\|3.68\|-2.90\|3.80\|3.80\|3.64\|73716;2026-06-05\|3.67\|-0.27\|3.70\|3.73\|3.64\|49158;2026-06-08\|3.61\|-1.63\|3.61\|3.67\|3.53\|73136;2026-06-09\|3.64\|0.83\|3.58\|3.66\|3.56\|42296;2026-06-10\|3.58\|-1.65\|3.61\|3.65\|3.47\|89689;2026-06-11\|3.50\|-2.23\|3.54\|3.55\|3.44\|70132;2026-06-12\|3.58\|2.29\|3.52\|3.59\|3.50\|46160;2026-06-15\|3.53\|-1.40\|3.59\|3.65\|3.50\|64445;2026-06-16\|3.65\|3.40\|3.53\|3.68\|3.50\|96185;2026-06-17\|3.60\|-1.37\|3.64\|3.67\|3.59\|43773;2026-06-18\|3.65\|1.39\|3.60\|3.71\|3.58\|74120;2026-06-22\|3.51\|-3.84\|3.62\|3.62\|3.47\|96936;2026-06-23\|3.69\|5.13\|3.50\|3.69\|3.48\|99787;2026-06-24\|3.57\|-3.25\|3.68\|3.68\|3.51\|82772;2026-06-25\|3.45\|-3.36\|3.56\|3.56\|3.39\|67343;2026-06-26\|3.49\|1.16\|3.44\|3.52\|3.28\|79222;2026-06-29\|3.58\|2.58\|3.47\|3.59\|3.35\|65810;2026-07-01\|3.61\|0.84\|3.70\|3.79\|3.57\|301915;2026-07-02\|3.72\|3.05\|3.64\|3.78\|3.55\|278834;2026-07-03\|3.54\|-4.84\|3.66\|3.70\|3.43\|219225;2026-07-06\|3.53\|-0.28\|3.56\|3.85\|3.50\|168025;2026-07-07\|3.38\|-4.25\|3.50\|3.59\|3.36\|150682;2026-07-08\|3.25\|-3.85\|3.38\|3.38\|3.20\|108148;2026-07-09\|3.45\|6.15\|3.26\|3.58\|3.20\|278055;2026-07-10\|3.37\|-2.32\|3.50\|3.50\|3.29\|204973;2026-07-13\|3.22\|-4.45\|3.35\|3.42\|3.20\|122100;2026-07-14\|3.25\|0.93\|3.20\|3.27\|3.11\|100043;2026-07-15\|3.33\|2.46\|3.24\|3.39\|3.17\|134116;2026-07-16\|3.44\|3.30\|3.33\|3.56\|3.27\|142593;2026-07-17\|3.26\|-5.23\|3.42\|3.51\|3.21\|122849;2026-07-20\|3.15\|-3.37\|3.24\|3.32\|3.08\|120006;2026-07-21\|3.08\|-2.22\|3.15\|3.17\|2.97\|106293;2026-07-22\|3.01\|-2.27\|3.03\|3.13\|2.98\|73767;2026-07-23\|3.11\|3.32\|3.01\|3.11\|2.99\|70245;2026-07-24\|3.02\|-2.89\|3.09\|3.09\|3.00\|48567;2026-07-27\|3.15\|4.30\|3.06\|3.18\|3.01\|96141;2026-07-28\|3.24\|2.86\|3.15\|3.34\|3.14\|88780;2026-07-29\|3.29\|1.54\|3.26\|3.32\|3.22\|70792;2026-07-30\|3.20\|-2.74\|3.29\|3.54\|3.20\|127989;2026-07-31\|3.39\|5.94\|3.17\|3.45\|3.17\|162591;2026-08-03\|3.44\|1.47\|3.37\|3.47\|3.37\|126021;2026-08-04\|3.78\|9.88\|3.47\|3.78\|3.45\|210283;2026-08-05\|4.16\|10.05\|4.03\|4.16\|3.98\|303031;2026-08-06\|4.58\|10.10\|4.58\|4.58\|4.21\|1453596;2026-08-07\|4.12\|-10.04\|4.33\|4.42\|4.12\|329615;2026-08-10\|3.82\|-7.28\|3.98\|4.11\|3.72\|1239349;2026-08-11\|3.92\|2.62\|3.73\|4.07\|3.67\|1010271;2026-08-12\|4.05\|3.32\|3.91\|4.21\|3.88\|807744;2026-08-13\|3.86\|-4.69\|4.04\|4.21\|3.85\|693055;2026-08-14\|3.77\|-2.33\|3.82\|3.86\|3.66\|451021;2026-08-17\|3.93\|4.24\|3.83\|4.09\|3.73\|507659;2026-08-18\|3.82\|-2.80\|3.90\|4.01\|3.77\|323691;2026-08-19\|3.69\|-3.40\|3.88\|3.88\|3.67\|289268;2026-08-20\|3.75\|1.63\|3.68\|3.79\|3.64\|228151;2026-08-21\|3.83\|2.13\|3.72\|3.86\|3.68\|222767;2026-08-24\|3.78\|-1.31\|3.81\|3.98\|3.71\|237977;2026-08-25\|3.90\|3.17\|3.78\|3.93\|3.72\|234947;2026-08-26\|4.05\|3.85\|3.90\|4.13\|3.89\|440935;2026-08-27\|3.99\|-1.48\|4.01\|4.14\|3.97\|294810;2026-08-28\|4.02\|0.75\|3.98\|4.04\|3.93\|255454;2026-08-31\|4.42\|9.95\|4.03\|4.42\|3.99\|587908;2026-09-01\|4.86\|9.95\|4.86\|4.86\|4.86\|80485;2026-09-02\|5.35\|10.08\|5.35\|5.35\|5.35\|112158;2026-09-03\|5.45\|1.87\|5.35\|5.89\|5.33\|2354391;2026-09-04\|4.91\|-9.91\|4.91\|5.31\|4.91\|1664864;2026-09-07\|4.83\|-1.63\|4.73\|5.07\|4.71\|1355330;2026-09-08\|4.91\|1.66\|4.83\|5.05\|4.60\|1202696
124953	“易中天”集体回应“美国光模块禁令”	光模块+重组审核+产能扩张+供货高意 1、据2026年6月18日投资者关系活动记录表，公司拟以11.27亿元收购武汉钧恒49%股权，交易完成后将持有其100%股权，深交所已于2026年5月27日同意恢复审核本次交易事项。 2、据2026年6月18日投资者关系活动记录表，武汉钧恒主营光模块、AOC及光引擎，其马来西亚基地已于2026年4月底逐步投产，预计新增年产能100万至150万只；鄂州二期规划年产300万只光通信器件项目预计2027年底投产。 3、据2026年6月18日投资者关系活动记录表及2026年7月9日业绩说明会，公司光模块产品覆盖400G/800G等高速率，正持续优化产品结构提升高速率产品出货占比；根据已披露信息，高意Coherent订单相对稳定。	公司拟不超1.95亿元收购武汉钧恒30%股权，武汉钧恒对高速光模块技术持续投入，当前已经具备单波400G高速链路仿真能力，um级高精度光学微组装能力，及各种高速控制算法能力；基于上述能力积累，当前武汉钧恒1.6T模块相关产品已经开发出来，具备送样能力，3.2T模块单点技术已经验证完成，预计年底启动项目开发	2026-04-30\|53.96\|0.07\|54.01\|56.70\|53.58\|496808;2026-05-06\|52.56\|-2.59\|54.64\|55.50\|51.76\|570866;2026-05-07\|56.71\|7.90\|52.35\|57.37\|50.48\|655234;2026-05-08\|62.38\|10.00\|55.55\|62.38\|54.61\|579660;2026-05-11\|63.80\|2.28\|65.70\|66.00\|61.00\|600048;2026-05-12\|64.29\|0.77\|64.16\|65.80\|61.00\|535278;2026-05-13\|63.44\|-1.32\|63.03\|64.73\|62.08\|417439;2026-05-14\|69.78\|9.99\|64.00\|69.78\|61.99\|626006;2026-05-15\|62.75\|-10.00\|69.00\|69.00\|62.75\|653330;2026-05-18\|66.82\|6.49\|65.08\|69.03\|64.51\|702754;2026-05-19\|63.85\|-4.44\|66.01\|66.76\|61.16\|526423;2026-05-20\|61.01\|-4.45\|63.36\|63.48\|58.92\|554225;2026-05-21\|57.40\|-5.92\|61.73\|62.36\|57.10\|440612;2026-05-22\|60.59\|5.56\|58.50\|61.66\|58.00\|369827;2026-05-25\|60.00\|-0.97\|60.65\|61.10\|57.43\|426867;2026-05-26\|58.17\|-3.05\|59.01\|61.50\|58.00\|420824;2026-05-27\|56.77\|-2.41\|57.90\|58.74\|55.30\|367041;2026-05-28\|60.55\|6.66\|58.00\|62.33\|56.03\|523571;2026-05-29\|57.94\|-4.31\|61.50\|61.98\|57.38\|387974;2026-06-01\|53.53\|-7.61\|57.10\|58.59\|53.45\|370884;2026-06-02\|55.50\|3.68\|54.59\|56.40\|53.28\|288750;2026-06-03\|58.53\|5.46\|57.66\|59.97\|56.81\|424605;2026-06-04\|57.13\|-2.39\|56.90\|59.99\|56.55\|318248;2026-06-05\|54.49\|-4.62\|57.00\|58.33\|54.00\|332498;2026-06-08\|49.04\|-10.00\|50.09\|51.89\|49.04\|406649;2026-06-09\|50.78\|3.55\|49.97\|51.18\|48.90\|436015;2026-06-10\|50.60\|-0.35\|49.60\|51.76\|48.20\|334708;2026-06-11\|49.05\|-3.06\|50.15\|51.60\|48.13\|253031;2026-06-12\|49.50\|0.92\|50.25\|50.48\|48.58\|294998;2026-06-15\|52.68\|6.42\|49.51\|52.87\|49.06\|395440;2026-06-16\|53.00\|0.61\|52.50\|54.35\|49.30\|589150;2026-06-17\|54.96\|3.70\|52.00\|56.40\|51.26\|505222;2026-06-18\|58.10\|5.71\|54.63\|59.14\|54.60\|543060;2026-06-22\|56.39\|-2.94\|60.00\|60.58\|54.29\|591375;2026-06-23\|61.36\|8.81\|55.99\|62.03\|55.13\|793801;2026-06-24\|61.43\|0.11\|58.21\|61.61\|57.50\|577379;2026-06-25\|62.23\|1.30\|61.41\|64.80\|59.80\|597632;2026-06-26\|56.01\|-10.00\|61.00\|61.81\|56.01\|533993;2026-06-29\|52.88\|-5.59\|54.06\|56.50\|52.00\|348519;2026-06-30\|53.50\|1.17\|54.00\|54.85\|51.53\|324105;2026-07-01\|50.65\|-5.33\|53.50\|53.85\|50.38\|344031;2026-07-02\|46.85\|-7.50\|48.80\|50.22\|46.64\|296113;2026-07-03\|45.70\|-2.45\|46.97\|47.64\|45.70\|248532;2026-07-06\|44.01\|-3.70\|46.01\|47.00\|43.01\|260772;2026-07-07\|41.61\|-5.45\|43.75\|43.75\|40.60\|325839;2026-07-08\|41.28\|-0.79\|42.00\|43.18\|39.58\|291154;2026-07-09\|43.55\|5.50\|42.03\|43.85\|39.96\|300728;2026-07-10\|43.39\|-0.37\|44.01\|47.07\|43.34\|368990;2026-07-13\|41.28\|-4.86\|43.37\|44.88\|41.11\|261324;2026-07-14\|42.62\|3.25\|41.80\|43.00\|40.11\|247557;2026-07-15\|40.70\|-4.50\|43.45\|43.55\|40.51\|207479;2026-07-16\|38.80\|-4.67\|39.85\|40.89\|38.50\|210792;2026-07-17\|34.92\|-10.00\|38.20\|38.91\|34.92\|257175;2026-07-20\|31.43\|-9.99\|34.00\|35.49\|31.43\|381990;2026-07-21\|33.16\|5.50\|31.81\|33.58\|28.29\|544102;2026-07-22\|32.01\|-3.47\|32.68\|33.86\|31.80\|317328;2026-07-23\|31.68\|-1.03\|32.50\|33.26\|31.20\|240268;2026-07-24\|31.00\|-2.15\|31.25\|32.07\|30.48\|208747;2026-07-27\|34.10\|10.00\|31.00\|34.10\|30.90\|209259;2026-07-28\|31.09\|-8.83\|34.00\|34.60\|31.09\|353609;2026-07-29\|30.12\|-3.12\|31.46\|31.85\|28.71\|332606;2026-07-30\|27.11\|-9.99\|29.57\|30.32\|27.11\|371944;2026-07-31\|29.82\|10.00\|29.00\|29.82\|29.00\|334161;2026-08-03\|29.15\|-2.25\|29.55\|30.07\|29.00\|350583;2026-08-04\|32.07\|10.02\|30.04\|32.07\|29.76\|242348;2026-08-05\|35.28\|10.01\|30.97\|35.28\|30.60\|305678;2026-08-06\|38.81\|10.01\|35.81\|38.81\|35.35\|742916;2026-08-07\|42.69\|10.00\|41.01\|42.69\|39.59\|721009;2026-08-10\|42.97\|0.66\|45.19\|45.29\|41.83\|650781;2026-08-11\|39.54\|-7.98\|42.52\|42.97\|39.30\|535192;2026-08-12\|41.38\|4.65\|39.95\|41.80\|39.15\|514521;2026-08-13\|41.59\|0.51\|43.22\|43.40\|41.22\|670850;2026-08-14\|41.47\|-0.29\|41.55\|41.90\|40.10\|414518;2026-08-17\|41.96\|1.18\|41.46\|42.05\|39.98\|435389;2026-08-18\|40.59\|-3.27\|42.41\|42.48\|39.85\|344516;2026-08-19\|36.63\|-9.76\|38.81\|39.41\|36.53\|338442;2026-08-20\|37.01\|1.04\|37.16\|37.97\|35.92\|274438;2026-08-21\|37.47\|1.24\|36.65\|38.68\|36.32\|242934;2026-08-24\|39.14\|4.46\|37.51\|41.10\|37.51\|534421;2026-08-25\|38.14\|-2.55\|37.91\|38.70\|36.50\|357060;2026-08-26\|37.62\|-1.36\|38.83\|38.90\|36.39\|303411;2026-08-27\|40.13\|6.67\|38.40\|40.90\|37.99\|451934;2026-08-28\|39.00\|-2.82\|39.64\|42.40\|38.90\|407697;2026-08-31\|39.28\|0.72\|37.94\|39.93\|37.76\|254568;2026-09-01\|38.02\|-3.21\|39.68\|39.68\|37.29\|266045;2026-09-02\|36.76\|-3.31\|37.24\|37.82\|36.18\|221553;2026-09-03\|36.60\|-0.44\|37.11\|37.30\|35.82\|205529;2026-09-04\|35.19\|-3.85\|36.55\|37.17\|34.85\|247508;2026-09-07\|38.71\|10.00\|35.70\|38.71\|35.69\|407792;2026-09-08\|37.51\|-3.10\|38.01\|38.94\|37.30\|369038
124952	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361
124951		涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	公司为国内晶振龙头，消息称公司对全系列晶振产品实施价格调整，各品类产品调涨区间为10%-30%	2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805
124950	宇树科技申购日期确定，8月7日网上路演	光刻胶颜料+有机颜料+PEEK材料行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-04-30\|16.70\|4.24\|16.08\|16.79\|16.08\|90120;2026-05-06\|17.10\|2.40\|16.94\|17.13\|16.61\|86711;2026-05-07\|17.71\|3.57\|17.11\|18.17\|17.10\|106745;2026-05-08\|17.45\|-1.47\|17.71\|17.71\|16.96\|72689;2026-05-11\|18.08\|3.61\|17.78\|18.50\|17.78\|111910;2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.24\|-1.87\|67.00\|67.98\|63.40\|167535;2026-07-16\|69.66\|6.78\|62.70\|71.00\|62.01\|271711;2026-07-17\|70.18\|0.75\|69.60\|76.59\|68.85\|303960;2026-07-20\|77.20\|10.00\|68.48\|77.20\|64.62\|328679;2026-07-21\|81.93\|6.13\|77.25\|84.00\|70.00\|327482;2026-07-22\|81.93\|0.00\|79.17\|85.02\|76.58\|242074;2026-07-23\|73.74\|-10.00\|78.36\|80.90\|73.74\|185725;2026-07-24\|75.91\|2.94\|70.21\|79.22\|70.21\|198829;2026-07-27\|68.32\|-10.00\|75.16\|75.34\|68.32\|180196;2026-07-28\|61.49\|-10.00\|67.95\|68.31\|61.49\|94227;2026-07-29\|55.34\|-10.00\|55.34\|55.34\|55.34\|9191;2026-07-30\|49.81\|-9.99\|49.81\|49.81\|49.81\|6692;2026-07-31\|46.80\|-6.04\|44.83\|53.93\|44.83\|336975;2026-08-03\|51.48\|10.00\|44.29\|51.48\|42.56\|319752;2026-08-04\|55.21\|7.25\|53.54\|55.48\|50.01\|267084;2026-08-05\|60.73\|10.00\|55.08\|60.73\|55.08\|124581;2026-08-06\|66.80\|10.00\|63.44\|66.80\|63.44\|170905;2026-08-07\|65.90\|-1.35\|69.13\|69.74\|64.00\|296380;2026-08-10\|68.38\|3.76\|67.05\|69.57\|64.08\|255155;2026-08-11\|75.22\|10.00\|68.86\|75.22\|67.91\|260262;2026-08-12\|77.70\|3.30\|75.22\|78.01\|71.60\|251452;2026-08-13\|76.00\|-2.19\|76.30\|79.87\|74.75\|231847;2026-08-14\|70.99\|-6.59\|75.77\|76.17\|70.20\|242023;2026-08-17\|78.09\|10.00\|72.41\|78.09\|72.41\|145219;2026-08-18\|85.90\|10.00\|81.90\|85.90\|80.30\|132348;2026-08-19\|83.27\|-3.06\|91.00\|92.85\|82.00\|311003;2026-08-20\|86.39\|3.75\|85.50\|89.89\|81.00\|256964;2026-08-21\|77.75\|-10.00\|88.10\|89.88\|77.75\|97938;2026-08-24\|69.98\|-9.99\|69.98\|78.95\|69.98\|141720;2026-08-25\|66.95\|-4.33\|67.01\|71.44\|65.56\|266750;2026-08-26\|66.06\|-1.33\|67.15\|67.94\|62.50\|264484;2026-08-27\|68.01\|2.95\|65.00\|68.86\|62.76\|295945;2026-08-28\|66.12\|-2.78\|66.89\|71.97\|65.69\|279328;2026-08-31\|65.42\|-1.06\|64.74\|68.50\|63.70\|200294;2026-09-01\|60.91\|-6.89\|65.93\|65.95\|60.51\|241483;2026-09-02\|58.30\|-4.29\|59.80\|60.70\|58.00\|192286;2026-09-03\|55.14\|-5.42\|58.27\|58.58\|55.01\|192318;2026-09-04\|52.76\|-4.32\|55.66\|57.36\|52.21\|175240;2026-09-07\|58.04\|10.01\|53.38\|58.04\|53.38\|136014;2026-09-08\|63.84\|9.99\|62.89\|63.84\|61.70\|67386
124949		氢氟酸涨价+PEEK材料+氟化工行业原因： 1、5月15日，Figure创始人布雷特.阿德科克宣布，F.03机器人已在直播状态下连续工作超过30小时，中途未曾出现任何停机现象，从直播开始算起已处理了超过38000个包裹。 2、日前，特斯拉正式宣布，旗下Optimus人形机器人于2026年第二季度启动量产，首批量产机型Optimus Gen-3已在加州弗里蒙特工厂下线并投入内部测试。公司原因： 1、据证券时报网2026年5月14日报道，韩国无水氢氟酸生产商将自本月起从中国采购，价格较年初上涨约40%，且预计6月和7月价格还将大幅上涨；据2025年年度报告，公司核心主业涉及基础氟化工行业，产品包括氢氟酸等。 2、据2026年5月13日互动易，公司拥有从初级化学品、含氟中间体到PEEK新材料的完整产业链体系，PEEK聚合及相关下游产品配套产线于2025年陆续建成并开始市场开拓。 3、据2025年年度报告，公司主要业务为研发、生产、销售精细化工、基础化工及萤石矿开采等，已形成萤石-氟精细化学品全产业链。	国内氟化工精细化学品行业龙头；拥有基础配套原料萤石、氢氟酸、氟制冷剂、含氟精细化学品等在内的完整的氟化工产业链	2026-04-30\|18.47\|-1.28\|18.70\|18.77\|18.44\|55601;2026-05-06\|18.82\|1.90\|18.52\|18.94\|18.52\|72568;2026-05-07\|20.70\|9.99\|18.81\|20.70\|18.64\|104077;2026-05-08\|21.10\|1.93\|20.91\|21.37\|20.30\|292851;2026-05-11\|21.37\|1.28\|21.00\|21.45\|20.86\|193021;2026-05-12\|20.82\|-2.57\|21.35\|21.56\|20.72\|115404;2026-05-13\|21.10\|1.34\|20.62\|21.29\|20.56\|84942;2026-05-14\|21.01\|-0.43\|21.23\|21.86\|20.78\|163319;2026-05-15\|23.11\|10.00\|23.11\|23.11\|23.11\|78447;2026-05-18\|24.00\|3.85\|25.41\|25.41\|23.81\|572828;2026-05-19\|23.44\|-2.33\|23.58\|23.99\|22.90\|357305;2026-05-20\|24.18\|3.16\|23.18\|24.50\|22.97\|416721;2026-05-21\|22.02\|-8.93\|23.18\|23.20\|21.97\|328360;2026-05-22\|22.13\|0.50\|21.53\|22.63\|20.87\|240206;2026-05-25\|20.76\|-6.19\|22.13\|22.16\|20.48\|245124;2026-05-26\|21.06\|1.45\|20.45\|21.65\|20.25\|141156;2026-05-27\|20.00\|-5.03\|20.60\|21.20\|19.88\|141770;2026-05-28\|19.80\|-1.00\|19.83\|20.25\|19.29\|120081;2026-05-29\|18.98\|-4.14\|19.81\|19.92\|18.88\|94848;2026-06-01\|19.24\|1.37\|19.10\|19.78\|18.95\|83285;2026-06-02\|19.02\|-1.14\|19.23\|19.36\|18.56\|80667;2026-06-03\|19.08\|0.32\|18.98\|19.45\|18.79\|78152;2026-06-04\|19.59\|2.67\|19.08\|19.65\|18.85\|110818;2026-06-05\|20.29\|3.57\|19.43\|20.60\|18.81\|158727;2026-06-08\|20.38\|0.44\|19.42\|20.97\|19.24\|129662;2026-06-09\|20.27\|-0.54\|20.47\|20.58\|19.65\|111245;2026-06-10\|20.57\|1.48\|19.86\|21.20\|19.80\|136582;2026-06-11\|22.02\|7.05\|20.30\|22.05\|19.50\|298467;2026-06-12\|21.64\|-1.73\|21.20\|21.94\|20.80\|247635;2026-06-15\|22.06\|1.94\|23.80\|23.80\|21.92\|327027;2026-06-16\|21.75\|-1.41\|21.10\|22.46\|20.52\|313297;2026-06-17\|20.70\|-4.83\|21.05\|21.28\|20.58\|207293;2026-06-18\|19.87\|-4.01\|20.11\|20.45\|19.65\|173540;2026-06-22\|20.64\|3.88\|19.72\|21.10\|19.51\|198820;2026-06-23\|20.38\|-1.26\|20.47\|21.54\|20.28\|185013;2026-06-24\|20.21\|-0.83\|20.42\|20.80\|19.88\|121073;2026-06-25\|19.01\|-5.94\|20.19\|20.19\|19.00\|149544;2026-06-26\|18.49\|-2.74\|19.20\|19.52\|18.48\|100990;2026-06-29\|20.34\|10.01\|19.59\|20.34\|19.59\|270928;2026-06-30\|20.51\|0.84\|20.00\|20.70\|19.60\|261711;2026-07-01\|22.02\|7.36\|20.71\|22.56\|20.58\|350572;2026-07-02\|23.54\|6.90\|21.03\|23.60\|20.80\|434896;2026-07-03\|21.36\|-9.26\|22.40\|22.60\|21.19\|347995;2026-07-06\|20.00\|-6.37\|21.25\|21.47\|20.00\|204995;2026-07-07\|19.26\|-3.70\|19.70\|20.44\|19.21\|133796;2026-07-08\|18.69\|-2.96\|19.32\|19.41\|18.46\|120779;2026-07-09\|18.28\|-2.19\|18.69\|18.95\|17.59\|135336;2026-07-10\|18.41\|0.71\|18.32\|18.73\|18.00\|107108;2026-07-13\|16.61\|-9.78\|18.11\|18.11\|16.60\|111807;2026-07-14\|16.80\|1.14\|16.60\|16.90\|16.02\|74971;2026-07-15\|16.29\|-3.04\|16.80\|16.87\|16.19\|64954;2026-07-16\|16.10\|-1.17\|16.03\|16.35\|15.81\|50297;2026-07-17\|17.16\|6.58\|16.30\|17.49\|16.16\|146691;2026-07-20\|16.08\|-6.29\|16.70\|17.10\|15.81\|105721;2026-07-21\|16.11\|0.19\|15.85\|16.22\|14.48\|123205;2026-07-22\|15.37\|-4.59\|15.90\|15.90\|15.28\|74024;2026-07-23\|15.76\|2.54\|15.17\|15.78\|15.15\|54106;2026-07-24\|15.43\|-2.09\|15.50\|16.10\|15.41\|62730;2026-07-27\|15.84\|2.66\|15.39\|15.84\|15.22\|58852;2026-07-28\|15.78\|-0.38\|15.68\|16.10\|15.55\|56328;2026-07-29\|15.88\|0.63\|15.72\|15.89\|15.21\|65620;2026-07-30\|15.64\|-1.51\|15.80\|15.98\|15.61\|50406;2026-07-31\|16.12\|3.07\|15.89\|16.25\|15.84\|72255;2026-08-03\|16.44\|1.99\|16.07\|16.44\|15.93\|54193;2026-08-04\|16.55\|0.67\|16.57\|16.61\|16.32\|59802;2026-08-05\|16.95\|2.42\|16.55\|16.95\|16.44\|76448;2026-08-06\|18.65\|10.03\|16.76\|18.65\|16.72\|255709;2026-08-07\|18.27\|-2.04\|18.26\|18.86\|17.68\|236883;2026-08-10\|18.42\|0.82\|18.00\|18.89\|17.90\|178710;2026-08-11\|17.98\|-2.39\|18.03\|18.47\|17.82\|122823;2026-08-12\|18.07\|0.50\|17.75\|18.08\|17.75\|76231;2026-08-13\|18.44\|2.05\|18.08\|19.46\|17.85\|197547;2026-08-14\|17.98\|-2.49\|18.20\|18.35\|17.85\|127492;2026-08-17\|18.03\|0.28\|17.70\|18.06\|17.43\|85643;2026-08-18\|17.71\|-1.77\|18.07\|18.13\|17.57\|77714;2026-08-19\|17.21\|-2.82\|17.43\|18.15\|17.20\|97611;2026-08-20\|16.86\|-2.03\|17.21\|17.42\|16.78\|64543;2026-08-21\|16.91\|0.30\|16.86\|16.96\|16.61\|40017;2026-08-24\|16.60\|-1.83\|16.88\|16.96\|16.43\|44173;2026-08-25\|16.76\|0.96\|16.60\|16.85\|16.40\|46913;2026-08-26\|16.72\|-0.24\|16.80\|16.88\|16.62\|41038;2026-08-27\|17.15\|2.57\|16.79\|17.28\|16.61\|63412;2026-08-28\|18.87\|10.03\|17.40\|18.87\|17.21\|272037;2026-08-31\|18.88\|0.05\|18.33\|19.51\|18.13\|302910;2026-09-01\|18.93\|0.26\|18.80\|19.17\|18.64\|207925;2026-09-02\|18.53\|-2.11\|18.88\|18.88\|18.48\|109593;2026-09-03\|18.02\|-2.75\|18.68\|18.72\|18.00\|135758;2026-09-04\|18.06\|0.22\|18.10\|18.44\|17.93\|95571;2026-09-07\|18.05\|-0.06\|18.00\|18.17\|17.88\|96708;2026-09-08\|18.17\|0.66\|18.10\|18.26\|17.90\|117842
124948	下游客户资本性支出持续扩大	半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	1、公司半导体级氢氟酸已稳定批量供应台积电、三星、华虹、长鑫存储等，同时规划六氟化钨等高端电子特气产线； 2、锂电池电解质六氟磷酸锂全球龙头，拥有“氟资源→氢氟酸及电子级氢氟酸→氟化锂→六氟磷酸锂→锂电池”完整的产业链	2026-04-30\|36.31\|1.23\|35.90\|36.69\|34.75\|1825695;2026-05-06\|38.12\|4.98\|35.95\|39.00\|35.38\|1858054;2026-05-07\|37.54\|-1.52\|37.40\|38.04\|36.65\|1468894;2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888;2026-07-13\|36.99\|-10.00\|36.99\|37.43\|36.99\|315609;2026-07-14\|36.08\|-2.46\|33.29\|36.46\|33.29\|2108710;2026-07-15\|33.88\|-6.10\|36.08\|36.60\|33.76\|1448753;2026-07-16\|31.92\|-5.79\|33.03\|33.98\|31.64\|1115007;2026-07-17\|31.24\|-2.13\|31.90\|32.89\|31.02\|1354109;2026-07-20\|28.12\|-9.99\|31.66\|32.00\|28.12\|1357499;2026-07-21\|30.13\|7.15\|28.20\|30.18\|25.49\|1634330;2026-07-22\|29.78\|-1.16\|29.60\|30.84\|29.20\|1188255;2026-07-23\|30.48\|2.35\|29.79\|30.99\|29.55\|1198590;2026-07-24\|30.52\|0.13\|29.94\|32.50\|29.93\|1809934;2026-07-27\|33.57\|9.99\|30.88\|33.57\|29.29\|2107873;2026-07-28\|34.20\|1.88\|33.61\|35.55\|33.19\|2757574;2026-07-29\|31.99\|-6.46\|33.00\|33.55\|30.78\|2070474;2026-07-30\|30.56\|-4.47\|31.45\|32.73\|30.50\|1457756;2026-07-31\|31.44\|2.88\|31.80\|32.88\|31.20\|1585136;2026-08-03\|30.01\|-4.55\|30.80\|30.82\|29.30\|1253642;2026-08-04\|31.36\|4.50\|30.01\|31.71\|29.87\|1259558;2026-08-05\|32.81\|4.62\|30.43\|33.18\|30.30\|1826543;2026-08-06\|36.09\|10.00\|32.41\|36.09\|32.40\|2235992;2026-08-07\|36.54\|1.25\|36.20\|38.60\|35.20\|2977858;2026-08-10\|38.51\|5.39\|36.80\|39.85\|36.05\|2529575;2026-08-11\|37.28\|-3.19\|37.05\|39.30\|36.52\|2056988;2026-08-12\|37.40\|0.32\|37.14\|37.96\|36.58\|1417211;2026-08-13\|38.97\|4.20\|37.51\|40.98\|37.31\|2435367;2026-08-14\|39.16\|0.49\|38.26\|40.19\|38.11\|1975964;2026-08-17\|39.19\|0.08\|38.88\|39.86\|38.20\|1649376;2026-08-18\|37.48\|-4.36\|39.21\|40.00\|37.41\|1855406;2026-08-19\|37.52\|0.11\|36.00\|38.92\|35.20\|1977036;2026-08-20\|36.01\|-4.02\|36.84\|36.99\|35.40\|1438020;2026-08-21\|36.15\|0.39\|35.48\|36.78\|34.87\|1231491;2026-08-24\|34.57\|-4.37\|35.98\|36.46\|34.00\|1236130;2026-08-25\|33.88\|-2.00\|34.17\|34.38\|32.69\|1014449;2026-08-26\|34.05\|0.50\|33.94\|34.47\|33.60\|781666;2026-08-27\|35.12\|3.14\|34.03\|35.25\|33.85\|1075434;2026-08-28\|36.94\|5.18\|35.30\|37.58\|35.00\|2017350;2026-08-31\|36.47\|-1.27\|36.23\|36.95\|35.60\|1232369;2026-09-01\|34.86\|-4.41\|36.48\|36.50\|34.74\|1065407;2026-09-02\|33.70\|-3.33\|33.88\|34.77\|33.70\|765261;2026-09-03\|34.68\|2.91\|33.96\|35.38\|33.20\|1143488;2026-09-04\|32.80\|-5.42\|34.19\|34.71\|32.35\|1014381;2026-09-07\|33.30\|1.52\|32.81\|33.68\|32.51\|611068;2026-09-08\|33.52\|0.66\|33.31\|34.20\|33.06\|754337
124947	《新型电力系统建设“十五五”规划》对外发布	智能电网+液流储能+消防 1、据2026年5月12日业绩说明会，公司深耕智能电网，在电能表核心供应链如芯片、模块和结构基本实现自主化，除电能表外，在低压采集设备和采集主站等方面，如集中器、载波、智能断路器、光伏协议转换器、一二次成套设备和电能质量监测与治理设备都有配套产品。 2、据2025年9月17日投资者关系活动记录表，公司在储能领域选择的是本质安全的液流储能，目前生产研发进展正常，已经稳步开展营销工作。 3、据2025年年度报告，公司消防业务重点开拓石化渠道发展战略，2026年将继续加强与“三桶油”及大型民营石化企业的合作。	公司深耕智能电网，拥有电能计量、配电自动化、中低压数字化全矩阵产品，参与国标制定，具备芯片-方案-系统垂直整合能力	2026-04-30\|8.19\|-1.80\|8.34\|8.34\|8.14\|117813;2026-05-06\|8.37\|2.20\|8.28\|8.45\|8.19\|149274;2026-05-07\|8.60\|2.75\|8.39\|8.62\|8.39\|179737;2026-05-08\|8.60\|0.00\|8.55\|8.64\|8.44\|143759;2026-05-11\|8.67\|0.81\|8.65\|8.84\|8.62\|173558;2026-05-12\|8.77\|1.15\|8.67\|9.07\|8.64\|243998;2026-05-13\|8.82\|0.57\|8.64\|8.86\|8.56\|201964;2026-05-14\|8.58\|-2.72\|8.89\|8.96\|8.58\|175023;2026-05-15\|8.32\|-3.03\|8.55\|8.66\|8.25\|171674;2026-05-18\|8.39\|0.84\|8.31\|8.39\|8.19\|95930;2026-05-19\|8.47\|0.95\|8.38\|8.48\|8.21\|118404;2026-05-20\|8.18\|-3.42\|8.40\|8.45\|8.15\|134839;2026-05-21\|7.63\|-6.72\|8.18\|8.27\|7.60\|202510;2026-05-22\|7.91\|3.67\|7.67\|8.00\|7.64\|126601;2026-05-25\|7.97\|0.76\|7.89\|8.09\|7.79\|100225;2026-05-26\|7.64\|-4.14\|7.95\|7.95\|7.45\|126516;2026-05-27\|7.44\|-2.62\|7.59\|7.67\|7.31\|107631;2026-05-28\|7.52\|1.08\|7.40\|7.57\|7.28\|88464;2026-05-29\|7.23\|-3.86\|7.48\|7.58\|7.18\|103648;2026-06-01\|7.28\|0.69\|7.18\|7.38\|7.12\|73912;2026-06-02\|7.12\|-2.20\|7.28\|7.33\|7.01\|91148;2026-06-03\|7.11\|-0.14\|7.13\|7.37\|7.04\|86035;2026-06-04\|7.04\|-0.98\|7.12\|7.17\|7.00\|81478;2026-06-05\|7.08\|0.57\|6.98\|7.19\|6.98\|80182;2026-06-08\|6.82\|-3.67\|6.95\|7.07\|6.73\|95092;2026-06-09\|6.89\|1.03\|6.94\|6.97\|6.77\|72937;2026-06-10\|6.62\|-3.92\|6.78\|6.88\|6.49\|90096;2026-06-11\|6.46\|-2.42\|6.56\|6.67\|6.40\|73508;2026-06-12\|6.55\|1.39\|6.49\|6.64\|6.38\|82151;2026-06-15\|6.64\|1.37\|6.53\|6.70\|6.51\|65477;2026-06-16\|6.74\|1.51\|6.64\|6.80\|6.46\|83326;2026-06-17\|6.57\|-2.52\|6.71\|6.80\|6.52\|66313;2026-06-18\|6.55\|-0.30\|6.55\|6.65\|6.40\|66960;2026-06-22\|6.54\|-0.15\|6.55\|6.57\|6.23\|95009;2026-06-23\|6.76\|3.36\|6.46\|7.09\|6.46\|161754;2026-06-24\|6.38\|-5.62\|6.70\|6.74\|6.25\|129484;2026-06-25\|6.21\|-2.66\|6.38\|6.40\|6.18\|88104;2026-06-26\|6.05\|-2.58\|6.18\|6.22\|6.02\|83085;2026-06-29\|6.03\|-0.33\|5.93\|6.04\|5.81\|85616;2026-06-30\|6.15\|1.99\|6.03\|6.18\|5.92\|70449;2026-07-01\|6.16\|0.16\|6.15\|6.26\|6.07\|73361;2026-07-02\|6.04\|-1.95\|6.15\|6.32\|6.00\|93155;2026-07-03\|6.14\|1.66\|6.01\|6.18\|5.99\|70092;2026-07-06\|5.98\|-2.61\|6.14\|6.21\|5.92\|69605;2026-07-07\|5.84\|-2.34\|6.03\|6.03\|5.81\|61559;2026-07-08\|5.81\|-0.51\|5.89\|5.89\|5.74\|64107;2026-07-09\|5.89\|1.38\|5.85\|5.90\|5.66\|64669;2026-07-10\|5.95\|1.02\|5.90\|6.13\|5.81\|97990;2026-07-13\|5.60\|-5.88\|5.96\|6.05\|5.57\|92423;2026-07-14\|5.68\|1.43\|5.46\|5.69\|5.44\|92325;2026-07-15\|5.68\|0.00\|5.65\|5.87\|5.65\|103930;2026-07-16\|5.66\|-0.35\|5.55\|5.82\|5.55\|90598;2026-07-17\|5.35\|-5.48\|5.65\|5.68\|5.27\|105549;2026-07-20\|5.17\|-3.36\|5.36\|5.51\|5.07\|119486;2026-07-21\|5.23\|1.16\|5.18\|5.28\|4.83\|127352;2026-07-22\|5.17\|-1.15\|5.20\|5.28\|5.10\|82966;2026-07-23\|5.34\|3.29\|5.15\|5.35\|5.12\|81425;2026-07-24\|5.23\|-2.06\|5.30\|5.34\|5.20\|72721;2026-07-27\|5.38\|2.87\|5.28\|5.42\|5.21\|78165;2026-07-28\|5.39\|0.19\|5.34\|5.50\|5.31\|67756;2026-07-29\|5.51\|2.23\|5.41\|5.51\|5.35\|83994;2026-07-30\|5.35\|-2.90\|5.49\|5.56\|5.26\|99280;2026-07-31\|5.49\|2.62\|5.42\|5.52\|5.38\|85526;2026-08-03\|5.68\|3.46\|5.49\|5.69\|5.42\|99757;2026-08-04\|5.76\|1.41\|5.79\|5.85\|5.71\|104000;2026-08-05\|5.83\|1.22\|5.74\|5.88\|5.73\|99474;2026-08-06\|6.41\|9.95\|5.85\|6.41\|5.82\|359337;2026-08-07\|6.10\|-4.84\|6.32\|6.34\|6.00\|421623;2026-08-10\|6.00\|-1.64\|6.07\|6.10\|5.91\|210002;2026-08-11\|5.99\|-0.17\|5.96\|6.05\|5.88\|165583;2026-08-12\|6.07\|1.34\|6.00\|6.08\|5.95\|132071;2026-08-13\|6.06\|-0.16\|6.11\|6.27\|6.06\|138049;2026-08-14\|6.00\|-0.99\|6.07\|6.12\|5.92\|96244;2026-08-17\|6.08\|1.33\|6.04\|6.09\|5.97\|97343;2026-08-18\|6.00\|-1.32\|6.07\|6.07\|5.93\|74420;2026-08-19\|5.72\|-4.67\|5.96\|5.96\|5.69\|87290;2026-08-20\|5.85\|2.27\|5.76\|5.89\|5.70\|75967;2026-08-21\|5.88\|0.51\|5.82\|5.90\|5.71\|82311;2026-08-24\|5.82\|-1.02\|5.87\|5.97\|5.75\|59515;2026-08-25\|5.98\|2.75\|5.82\|5.98\|5.73\|65422;2026-08-26\|5.94\|-0.67\|5.92\|5.98\|5.82\|65506;2026-08-27\|5.83\|-1.85\|5.73\|5.88\|5.63\|108141;2026-08-28\|5.97\|2.40\|5.84\|6.02\|5.82\|109114;2026-08-31\|6.02\|0.84\|5.92\|6.04\|5.87\|88557;2026-09-01\|6.07\|0.83\|6.01\|6.10\|5.97\|71643;2026-09-02\|6.05\|-0.33\|6.06\|6.07\|5.94\|54713;2026-09-03\|5.90\|-2.48\|6.09\|6.15\|5.86\|73224;2026-09-04\|5.87\|-0.51\|5.92\|6.02\|5.84\|87221;2026-09-07\|5.90\|0.51\|5.91\|5.93\|5.82\|66032;2026-09-08\|6.03\|2.20\|5.90\|6.07\|5.89\|86833
124946	下游客户资本性支出持续扩大	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|1309432;2026-07-13\|28.00\|-4.53\|29.34\|30.70\|27.81\|944802;2026-07-14\|29.39\|4.96\|28.10\|30.20\|27.05\|795294;2026-07-15\|26.51\|-9.80\|30.10\|30.12\|26.47\|791689;2026-07-16\|24.61\|-7.17\|25.90\|26.68\|24.09\|725827;2026-07-17\|25.65\|4.23\|24.59\|28.50\|24.03\|1148322;2026-07-20\|21.28\|-17.04\|27.10\|27.80\|20.52\|1281731;2026-07-21\|23.85\|12.08\|21.88\|24.00\|18.50\|1339352;2026-07-22\|23.02\|-3.48\|23.00\|24.48\|22.80\|935670;2026-07-23\|22.70\|-1.39\|23.50\|24.24\|22.26\|656185;2026-07-24\|23.61\|4.01\|22.03\|24.90\|21.91\|1114340;2026-07-27\|25.27\|7.03\|22.88\|26.18\|22.58\|1138903;2026-07-28\|22.53\|-10.84\|24.89\|25.38\|22.30\|972287;2026-07-29\|21.87\|-2.93\|22.77\|22.80\|20.46\|936094;2026-07-30\|19.70\|-9.92\|21.57\|21.70\|19.13\|920524;2026-07-31\|19.53\|-0.86\|21.50\|22.27\|19.51\|982753;2026-08-03\|18.40\|-5.79\|19.39\|19.58\|18.35\|773620;2026-08-04\|19.34\|5.11\|18.55\|19.56\|18.05\|732433;2026-08-05\|23.21\|20.01\|19.19\|23.21\|19.13\|1021773;2026-08-06\|27.85\|19.99\|22.87\|27.85\|22.75\|1897527;2026-08-07\|28.77\|3.30\|28.18\|29.66\|27.12\|1607239;2026-08-10\|29.17\|1.39\|28.41\|29.27\|27.50\|1281814;2026-08-11\|28.19\|-3.36\|28.29\|29.45\|27.46\|1003690;2026-08-12\|28.82\|2.23\|28.60\|29.10\|27.38\|1001566;2026-08-13\|27.40\|-4.93\|29.20\|29.83\|27.30\|1102026;2026-08-14\|29.50\|7.66\|28.00\|30.45\|27.58\|1325995;2026-08-17\|30.34\|2.85\|29.38\|30.38\|28.72\|1290280;2026-08-18\|29.29\|-3.46\|30.00\|30.76\|28.46\|1053019;2026-08-19\|27.19\|-7.17\|27.10\|28.84\|26.52\|949044;2026-08-20\|26.20\|-3.64\|27.43\|27.50\|25.77\|693902;2026-08-21\|27.20\|3.82\|26.00\|28.99\|25.77\|939540;2026-08-24\|25.23\|-7.24\|27.20\|27.50\|24.39\|788189;2026-08-25\|24.56\|-2.66\|24.28\|24.90\|23.61\|565085;2026-08-26\|24.30\|-1.06\|24.68\|24.89\|23.80\|448691;2026-08-27\|25.62\|5.43\|24.50\|25.73\|24.18\|702090;2026-08-28\|24.54\|-4.22\|25.60\|26.37\|24.50\|716914;2026-08-31\|24.59\|0.20\|23.69\|24.78\|23.50\|550435;2026-09-01\|23.32\|-5.16\|24.50\|24.67\|23.09\|553796;2026-09-02\|22.90\|-1.80\|22.76\|23.13\|22.65\|367994;2026-09-03\|22.70\|-0.87\|23.29\|23.30\|22.38\|383573;2026-09-04\|21.75\|-4.18\|22.93\|23.18\|21.55\|423225;2026-09-07\|22.28\|2.44\|22.02\|22.49\|21.85\|501209;2026-09-08\|21.90\|-1.71\|22.33\|23.67\|21.79\|65534466
124945	“易中天”集体回应“美国光模块禁令”	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-04-30\|27.89\|8.69\|25.79\|28.23\|25.78\|2914319;2026-05-06\|27.01\|-3.16\|27.10\|27.86\|26.59\|2732031;2026-05-07\|27.98\|3.59\|27.01\|29.20\|26.20\|2293664;2026-05-08\|29.16\|4.22\|27.80\|30.19\|27.51\|2050571;2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373
124944		医药商业+SPD+半年报预增+上海国资 1、公司是以医药流通及服务和服装批发、零售为核心的双主业经营模式，下属医药和服装两大板块。 2、据2025年年度报告，公司大力发展区域化SPD业务，SPD医疗供应链项目持续优化平台功能，已初步探索UDI与相关编码的四码映射，筑牢医疗器械全流程智能监管体系。 3、据2026年半年度业绩预增公告，公司预计2026年中报净利润2146万元至2242万元，同比增长81.85%至89.98%，主要系转让南京天石软件11.11%股权确认收益及主营业务稳健经营。 4、据2025年年度报告，公司最终控制人为上海市静安区国有资产监督管理委员会，属于上海国资背景。	公司医药板块主要是中、西成药的批发、零售及以中华老字号“雷允上”为品牌的中医药药学服务和自主品牌“上雷”牌高档滋补品（枫斗、虫草、燕窝、海参等）的销售	2026-04-30\|12.64\|3.10\|12.38\|12.85\|12.36\|51100;2026-05-06\|12.72\|0.63\|12.61\|12.72\|12.51\|29829;2026-05-07\|12.70\|-0.16\|12.78\|12.78\|12.56\|34780;2026-05-08\|12.75\|0.39\|12.73\|12.80\|12.59\|30645;2026-05-11\|12.82\|0.55\|12.72\|12.84\|12.61\|32962;2026-05-12\|12.68\|-1.09\|12.81\|12.81\|12.56\|30115;2026-05-13\|12.58\|-0.79\|12.66\|12.71\|12.51\|21136;2026-05-14\|12.44\|-1.11\|12.58\|12.58\|12.36\|23163;2026-05-15\|12.28\|-1.29\|12.38\|12.49\|12.23\|25299;2026-05-18\|12.35\|0.57\|12.29\|12.37\|12.13\|19138;2026-05-19\|12.38\|0.24\|12.30\|12.49\|12.26\|17474;2026-05-20\|12.14\|-1.94\|12.44\|12.44\|12.10\|22069;2026-05-21\|11.84\|-2.47\|12.14\|12.30\|11.79\|26702;2026-05-22\|11.90\|0.51\|11.80\|11.94\|11.70\|19255;2026-05-25\|11.66\|-2.02\|11.90\|11.94\|11.50\|29668;2026-05-26\|11.51\|-1.29\|11.64\|11.70\|11.42\|21157;2026-05-27\|11.35\|-1.39\|11.47\|11.55\|11.24\|24361;2026-05-28\|11.26\|-0.79\|11.42\|11.42\|11.07\|21444;2026-05-29\|11.35\|0.80\|11.28\|11.44\|11.20\|24216;2026-06-01\|11.60\|2.20\|11.31\|11.62\|11.22\|24652;2026-06-02\|11.48\|-1.03\|11.60\|11.70\|11.40\|21949;2026-06-03\|11.14\|-2.96\|11.45\|11.65\|11.05\|32006;2026-06-04\|10.87\|-2.42\|11.11\|11.20\|10.80\|26312;2026-06-05\|11.12\|2.30\|10.89\|11.21\|10.89\|24650;2026-06-08\|11.01\|-0.99\|10.95\|11.35\|10.87\|27681;2026-06-09\|11.25\|2.18\|11.24\|11.29\|10.84\|29575;2026-06-10\|11.03\|-1.96\|11.25\|11.35\|10.88\|20079;2026-06-11\|11.01\|-0.18\|10.92\|11.03\|10.72\|29272;2026-06-12\|11.11\|0.91\|11.00\|11.18\|10.84\|22614;2026-06-15\|10.98\|-1.17\|11.20\|11.29\|10.90\|28614;2026-06-16\|11.00\|0.18\|10.95\|11.08\|10.77\|26485;2026-06-17\|10.80\|-1.82\|10.96\|10.96\|10.77\|22267;2026-06-18\|10.84\|0.37\|10.77\|10.89\|10.56\|23161;2026-06-22\|10.63\|-1.94\|10.84\|10.84\|10.28\|32563;2026-06-23\|11.06\|4.05\|10.50\|11.23\|10.49\|42249;2026-06-24\|10.61\|-4.07\|11.10\|11.13\|10.56\|32012;2026-06-25\|10.39\|-2.07\|10.61\|10.61\|10.20\|25648;2026-06-26\|10.14\|-2.41\|10.33\|10.42\|10.04\|24829;2026-06-29\|10.37\|2.27\|10.14\|10.47\|9.79\|32965;2026-06-30\|10.14\|-2.22\|10.40\|10.40\|10.10\|26370;2026-07-01\|10.54\|3.94\|10.28\|10.59\|10.01\|37110;2026-07-02\|10.63\|0.85\|10.54\|10.86\|10.49\|33906;2026-07-03\|11.12\|4.61\|10.70\|11.19\|10.67\|51011;2026-07-06\|10.99\|-1.17\|11.09\|11.16\|10.90\|29453;2026-07-07\|10.66\|-2.91\|10.98\|10.98\|10.64\|23032;2026-07-08\|10.68\|0.19\|10.67\|10.81\|10.51\|18653;2026-07-09\|10.53\|-1.40\|10.68\|10.85\|10.41\|22143;2026-07-10\|10.79\|2.47\|10.68\|10.93\|10.31\|31616;2026-07-13\|10.81\|0.19\|10.78\|10.99\|10.69\|31262;2026-07-14\|11.30\|4.53\|10.82\|11.36\|10.72\|58314;2026-07-15\|11.41\|0.97\|11.13\|11.54\|11.13\|55512;2026-07-16\|11.59\|1.58\|11.26\|11.68\|11.26\|43066;2026-07-17\|11.12\|-4.06\|11.52\|11.73\|11.09\|49050;2026-07-20\|10.85\|-2.43\|11.01\|11.18\|10.70\|47131;2026-07-21\|10.46\|-3.59\|10.80\|10.82\|10.21\|48144;2026-07-22\|10.30\|-1.53\|10.38\|10.71\|10.24\|31043;2026-07-23\|10.50\|1.94\|10.22\|10.50\|10.19\|26651;2026-07-24\|10.03\|-4.48\|10.42\|10.53\|10.03\|32203;2026-07-27\|10.24\|2.09\|10.03\|10.30\|9.95\|25750;2026-07-28\|10.24\|0.00\|10.21\|10.45\|10.21\|23345;2026-07-29\|10.41\|1.66\|10.32\|10.50\|10.28\|25798;2026-07-30\|10.30\|-1.06\|10.41\|10.59\|10.27\|25934;2026-07-31\|10.47\|1.65\|10.30\|10.49\|10.28\|21846;2026-08-03\|10.79\|3.06\|10.50\|10.79\|10.42\|30202;2026-08-04\|10.79\|0.00\|10.83\|10.98\|10.75\|25982;2026-08-05\|10.72\|-0.65\|10.77\|10.85\|10.64\|26476;2026-08-06\|11.79\|9.98\|10.70\|11.79\|10.62\|133097;2026-08-07\|12.97\|10.01\|11.90\|12.97\|11.60\|157225;2026-08-10\|14.27\|10.02\|14.27\|14.27\|14.27\|59043;2026-08-11\|15.70\|10.02\|14.90\|15.70\|14.80\|484395;2026-08-12\|17.27\|10.00\|15.71\|17.27\|15.53\|630907;2026-08-13\|16.00\|-7.35\|15.56\|16.89\|15.54\|524167;2026-08-14\|17.60\|10.00\|15.57\|17.60\|15.04\|450434;2026-08-17\|19.03\|8.12\|17.61\|19.36\|17.23\|639830;2026-08-18\|20.93\|9.98\|18.12\|20.93\|18.12\|574045;2026-08-19\|19.50\|-6.83\|20.00\|20.80\|18.84\|490757;2026-08-20\|18.33\|-6.00\|20.47\|20.47\|17.90\|497345;2026-08-21\|16.50\|-9.98\|16.50\|16.94\|16.50\|145425;2026-08-24\|18.15\|10.00\|15.83\|18.15\|15.83\|509740;2026-08-25\|19.18\|5.67\|17.61\|19.97\|16.67\|564432;2026-08-26\|21.10\|10.01\|19.51\|21.10\|18.96\|553030;2026-08-27\|21.70\|2.84\|22.48\|22.98\|20.63\|648604;2026-08-28\|20.29\|-6.50\|21.70\|21.78\|19.53\|569372;2026-08-31\|18.26\|-10.00\|18.42\|19.04\|18.26\|311016;2026-09-01\|20.09\|10.02\|18.26\|20.09\|17.96\|496045;2026-09-02\|18.08\|-10.01\|20.00\|20.65\|18.08\|415373;2026-09-03\|16.32\|-9.73\|17.35\|17.74\|16.27\|385034;2026-09-04\|17.57\|7.66\|16.52\|17.95\|16.30\|510486;2026-09-07\|17.46\|-0.63\|17.80\|17.88\|17.22\|395393;2026-09-08\|17.49\|0.17\|17.47\|18.17\|16.81\|420595
124943	动力煤CCI指数全线上调	喷吹煤龙头+上马煤矿探转采+山西国资行业原因： 1、8月5日动力煤CCI指数全线上调，5500大卡报839元/吨涨5元/吨，5000大卡报750元/吨涨5元/吨，4500大卡报661元/吨涨6元/吨。 2、据国泰海通证券7月27日研报，6月全国原煤产量同比下降9%，安监高压导致供给端持续收缩，叠加夏季高温推动电厂日耗抬升、港口库存下降，供需格局改善驱动煤价上涨。公司原因： 1、据2026年5月16日公告，公司上马煤矿取得采矿许可证及不动产权证书，标志此前竞得的上马区块探矿权正式实现探转采，已完成采矿权确权登记，将有效增加公司煤炭资源储量，提升资源保障能力与核心竞争力。 2、公司主营原煤开采、煤炭洗选等，据2025年年报，公司在喷吹煤领域稳居行业龙头地位，核心产品具有特低硫、低磷、低中灰、高发热量的环保优质特性，市场竞争力强劲，且公司定价机制灵活，具备一定区域产品定价权。 3、据2026年5月21日公告，公司控股股东与实际控制人之间产权层级减少事项已完成工商变更登记，直接控股股东仍为山西潞安矿业集团，实际控制人仍为山西省国资委。	山西潞安集团的上市平台，全国煤炭企业唯一连续获评的高新技术企业，主要产品包括混煤、洗精煤、喷吹煤、洗混块等4大类煤炭产品以及焦炭产品	2026-04-30\|16.16\|-0.25\|16.15\|16.44\|15.89\|425899;2026-05-06\|16.37\|1.30\|16.08\|16.45\|15.71\|480617;2026-05-07\|15.72\|-3.97\|16.18\|16.20\|15.58\|418962;2026-05-08\|15.35\|-2.35\|15.70\|15.84\|15.22\|295685;2026-05-11\|15.58\|1.50\|15.43\|15.94\|15.37\|386147;2026-05-12\|15.25\|-2.12\|15.55\|15.83\|15.00\|311514;2026-05-13\|15.05\|-1.31\|15.22\|15.40\|14.94\|263132;2026-05-14\|14.81\|-1.59\|15.02\|15.22\|14.81\|195513;2026-05-15\|15.15\|2.30\|14.93\|15.65\|14.70\|454604;2026-05-18\|15.42\|1.78\|15.15\|15.64\|14.98\|322658;2026-05-19\|15.20\|-1.43\|15.26\|15.45\|15.07\|215266;2026-05-20\|14.93\|-1.78\|15.18\|15.38\|14.81\|205128;2026-05-21\|14.35\|-3.88\|14.86\|14.98\|14.33\|320973;2026-05-22\|14.12\|-1.60\|14.36\|14.58\|13.99\|269902;2026-05-25\|14.90\|5.52\|14.93\|15.42\|14.76\|504491;2026-05-26\|14.68\|-1.48\|14.90\|15.02\|14.22\|322277;2026-05-27\|15.20\|3.54\|14.59\|15.59\|14.55\|394757;2026-05-28\|15.61\|2.70\|15.08\|16.11\|15.08\|413662;2026-05-29\|16.00\|2.50\|15.39\|16.10\|15.39\|385715;2026-06-01\|17.60\|10.00\|16.32\|17.60\|16.11\|668683;2026-06-02\|17.80\|1.14\|17.64\|18.80\|17.40\|1011997;2026-06-03\|19.00\|6.74\|17.24\|19.19\|17.24\|823540;2026-06-04\|19.30\|1.58\|18.64\|19.76\|18.22\|984788;2026-06-05\|18.80\|-2.59\|19.00\|19.45\|18.68\|525891;2026-06-08\|18.58\|-1.17\|18.68\|19.19\|18.21\|501006;2026-06-09\|18.60\|0.11\|18.50\|18.81\|17.75\|453566;2026-06-10\|17.95\|-3.49\|18.60\|18.75\|17.86\|439945;2026-06-11\|17.83\|-0.67\|17.93\|18.46\|17.52\|388956;2026-06-12\|18.06\|1.29\|17.50\|18.30\|17.50\|530690;2026-06-15\|17.60\|-2.55\|17.67\|17.89\|16.94\|548406;2026-06-16\|17.50\|-0.57\|17.50\|17.80\|17.12\|327464;2026-06-17\|16.99\|-2.91\|17.50\|17.55\|16.84\|270500;2026-06-18\|16.72\|-1.59\|16.83\|17.04\|16.40\|394618;2026-06-22\|17.06\|2.03\|16.70\|17.27\|16.41\|418692;2026-06-23\|16.44\|-3.63\|17.00\|17.39\|16.38\|466384;2026-06-24\|16.02\|-2.55\|16.39\|16.60\|15.84\|374313;2026-06-25\|15.70\|-2.00\|15.81\|16.25\|15.63\|282052;2026-06-26\|14.90\|-5.10\|15.80\|15.85\|14.86\|371817;2026-06-29\|14.92\|0.13\|14.90\|15.22\|14.60\|307026;2026-06-30\|14.28\|-3.06\|14.78\|14.78\|14.05\|269040;2026-07-01\|14.42\|0.98\|14.29\|14.81\|14.00\|283717;2026-07-02\|14.36\|-0.42\|14.40\|14.92\|14.20\|453358;2026-07-03\|14.68\|2.23\|14.47\|14.79\|14.39\|320553;2026-07-06\|15.15\|3.20\|14.69\|15.25\|14.50\|435580;2026-07-07\|14.89\|-1.72\|15.29\|15.61\|14.62\|469422;2026-07-08\|15.36\|3.16\|14.92\|15.99\|14.80\|512226;2026-07-09\|14.77\|-3.84\|15.21\|15.38\|14.65\|322088;2026-07-10\|14.83\|0.41\|14.43\|15.02\|14.15\|350235;2026-07-13\|14.39\|-2.97\|14.75\|14.98\|14.25\|250526;2026-07-14\|14.86\|3.27\|14.50\|15.04\|14.35\|344835;2026-07-15\|15.37\|3.43\|14.68\|15.40\|14.61\|354926;2026-07-16\|14.96\|-2.67\|15.30\|15.48\|14.69\|302588;2026-07-17\|14.36\|-4.01\|14.98\|15.35\|14.34\|330803;2026-07-20\|15.61\|8.70\|14.58\|15.72\|14.40\|491506;2026-07-21\|14.95\|-4.23\|15.40\|15.63\|14.77\|457376;2026-07-22\|15.87\|6.15\|14.90\|15.90\|14.80\|403755;2026-07-23\|15.96\|0.57\|15.63\|16.01\|15.41\|371157;2026-07-24\|15.14\|-5.14\|15.91\|16.14\|15.12\|264055;2026-07-27\|15.12\|-0.13\|14.83\|15.20\|14.61\|210117;2026-07-28\|14.72\|-2.65\|14.91\|14.99\|14.31\|266962;2026-07-29\|15.45\|4.96\|14.70\|15.58\|14.63\|408307;2026-07-30\|15.16\|-1.88\|15.39\|15.67\|14.88\|317435;2026-07-31\|15.10\|-0.40\|14.91\|15.33\|14.90\|217961;2026-08-03\|14.68\|-2.78\|14.90\|15.16\|14.50\|314877;2026-08-04\|14.74\|0.41\|14.67\|14.82\|14.40\|241848;2026-08-05\|14.76\|0.14\|14.64\|14.83\|14.42\|254332;2026-08-06\|16.24\|10.03\|14.80\|16.24\|14.76\|669864;2026-08-07\|16.26\|0.12\|16.00\|16.63\|15.95\|688632;2026-08-10\|16.29\|0.18\|16.18\|16.50\|16.02\|350540;2026-08-11\|16.28\|-0.06\|16.50\|16.67\|15.97\|434223;2026-08-12\|16.27\|-0.06\|16.12\|16.55\|15.96\|313060;2026-08-13\|15.97\|-1.84\|16.17\|16.42\|15.92\|262154;2026-08-14\|16.42\|2.82\|15.99\|16.44\|15.81\|353400;2026-08-17\|16.31\|-0.67\|16.33\|16.67\|15.93\|270189;2026-08-18\|16.49\|1.10\|16.31\|16.66\|16.15\|292773;2026-08-19\|16.37\|-0.73\|16.76\|17.14\|16.20\|452505;2026-08-20\|16.26\|-0.67\|16.01\|16.76\|15.99\|294149;2026-08-21\|16.69\|2.64\|16.25\|16.82\|16.10\|337980;2026-08-24\|16.85\|0.96\|16.90\|17.22\|16.57\|344437;2026-08-25\|16.73\|-0.71\|16.71\|17.18\|16.65\|362782;2026-08-26\|16.99\|1.55\|16.58\|17.15\|16.35\|272290;2026-08-27\|17.31\|1.88\|16.94\|17.40\|16.87\|325711;2026-08-28\|17.10\|-1.21\|17.41\|17.54\|16.88\|236786;2026-08-31\|17.95\|4.97\|17.22\|18.18\|16.95\|528681;2026-09-01\|17.32\|-3.51\|17.60\|18.28\|17.15\|519109;2026-09-02\|16.62\|-4.04\|17.50\|17.64\|16.58\|456645;2026-09-03\|16.48\|-0.84\|16.61\|16.88\|16.23\|324358;2026-09-04\|16.50\|0.12\|16.50\|16.77\|16.35\|240175;2026-09-07\|16.00\|-3.03\|16.47\|16.60\|15.85\|324820;2026-09-08\|16.18\|1.13\|16.00\|16.21\|15.90\|227668

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