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
116022	MPO、FAU、CPO等行业新技术受关注	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-03-03\|110.41\|-2.93\|115.00\|116.48\|110.10\|386616;2026-03-04\|109.19\|-1.10\|107.26\|112.88\|106.68\|209686;2026-03-05\|113.18\|3.65\|111.64\|117.82\|109.33\|315662;2026-03-06\|114.78\|1.41\|111.86\|117.48\|108.57\|341765;2026-03-09\|111.27\|-3.06\|110.08\|112.00\|103.50\|309456;2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983
116021	MPO、FAU、CPO等行业新技术受关注	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-03-03\|43.58\|-7.32\|46.62\|47.41\|43.50\|213437;2026-03-04\|42.86\|-1.65\|42.70\|44.45\|42.46\|136857;2026-03-05\|43.82\|2.24\|44.00\|46.82\|43.31\|175830;2026-03-06\|40.74\|-7.03\|43.95\|43.95\|40.48\|202510;2026-03-09\|39.78\|-2.36\|39.01\|39.87\|37.75\|156128;2026-03-10\|43.76\|10.01\|40.25\|43.76\|40.16\|203909;2026-03-11\|44.86\|2.51\|45.10\|48.10\|44.68\|296457;2026-03-12\|43.95\|-2.03\|44.50\|46.88\|43.37\|205553;2026-03-13\|42.13\|-4.14\|43.50\|44.38\|42.03\|142021;2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702
116020	MPO、FAU、CPO等行业新技术受关注	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-03-03\|236.00\|-2.65\|242.52\|253.87\|235.00\|184002;2026-03-04\|228.27\|-3.28\|226.87\|245.77\|224.00\|140351;2026-03-05\|223.36\|-2.15\|233.00\|236.01\|219.59\|142939;2026-03-06\|213.20\|-4.55\|219.74\|221.66\|211.58\|137415;2026-03-09\|211.91\|-0.61\|204.78\|211.91\|196.12\|136859;2026-03-10\|233.10\|10.00\|217.25\|233.10\|214.25\|170543;2026-03-11\|250.01\|7.25\|244.75\|256.41\|244.66\|246696;2026-03-12\|245.00\|-2.00\|245.01\|266.66\|242.82\|196167;2026-03-13\|241.90\|-1.27\|243.78\|254.97\|241.06\|159105;2026-03-16\|233.00\|-3.68\|242.00\|245.00\|228.00\|152351;2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715
116019	MPO、FAU、CPO等行业新技术受关注	MPO光连接器+CPO+光纤光缆+深圳国资行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月13日互动易，公司“基于CPO技术的高密度超薄多芯MPO插芯关键技术研究”项目属于CPO配套技术，目前已经实现量产出货。 2、据2026年6月1日互动易，公司应用于算力、数据中心设备的高端MPO光连接器市场份额位居行业前列；公司与三大电信运营商和国家电网、南方电网等重要客户长期保持良好的合作关系。 3、公司在光通信行业深耕30余年，“特发信息”品牌已成为国内光纤光缆产品研发和生产领域的知名品牌，公司连续多年蝉联光通信领域多项权威榜单10强。 4、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，属于国有控股企业。	深圳国资委控股的特发集团旗下，以光通信产业为主	2026-03-03\|18.46\|-6.10\|19.66\|20.15\|18.37\|1660379;2026-03-04\|19.21\|4.06\|17.80\|19.92\|17.70\|1179316;2026-03-05\|17.51\|-8.85\|19.62\|19.85\|17.40\|1411726;2026-03-06\|17.06\|-2.57\|17.54\|18.00\|16.72\|908235;2026-03-09\|16.47\|-3.46\|16.52\|16.70\|15.39\|1091081;2026-03-10\|17.46\|6.01\|16.38\|17.48\|16.24\|1348283;2026-03-11\|17.47\|0.06\|17.40\|18.55\|17.23\|1575955;2026-03-12\|17.56\|0.52\|17.36\|18.46\|17.07\|1103907;2026-03-13\|17.09\|-2.68\|17.31\|18.26\|17.03\|912175;2026-03-16\|16.67\|-2.46\|17.17\|17.20\|16.26\|687368;2026-03-17\|15.48\|-7.14\|16.75\|16.85\|15.40\|634118;2026-03-18\|15.89\|2.65\|15.74\|15.91\|15.36\|465076;2026-03-19\|15.22\|-4.22\|15.48\|15.81\|15.05\|459591;2026-03-20\|14.64\|-3.81\|15.47\|15.60\|14.59\|480304;2026-03-23\|13.60\|-7.10\|14.28\|14.43\|13.40\|678812;2026-03-24\|14.42\|6.03\|14.00\|14.48\|13.71\|655810;2026-03-25\|15.86\|9.99\|14.95\|15.86\|14.94\|406962;2026-03-26\|15.56\|-1.89\|15.68\|16.28\|15.29\|1299935;2026-03-27\|15.68\|0.77\|15.09\|15.94\|14.90\|807376;2026-03-30\|16.18\|3.19\|15.40\|16.45\|15.22\|1017114;2026-03-31\|17.80\|10.01\|16.05\|17.80\|15.45\|1575523;2026-04-01\|18.45\|3.65\|18.00\|19.05\|17.83\|1977398;2026-04-02\|19.37\|4.99\|17.82\|20.30\|17.77\|2021743;2026-04-03\|18.68\|-3.56\|19.03\|19.60\|18.52\|1432013;2026-04-07\|18.13\|-2.94\|18.37\|19.07\|18.03\|1276095;2026-04-08\|18.98\|4.69\|18.40\|19.05\|17.95\|1436291;2026-04-09\|20.88\|10.01\|18.67\|20.88\|18.10\|1862159;2026-04-10\|19.76\|-5.36\|20.88\|20.99\|19.43\|1830765;2026-04-13\|21.10\|6.78\|19.11\|21.73\|18.88\|1864716;2026-04-14\|20.28\|-3.89\|21.25\|21.51\|19.84\|1673650;2026-04-15\|18.88\|-6.90\|19.99\|20.20\|18.73\|1458129;2026-04-16\|20.77\|10.01\|18.61\|20.77\|18.41\|2125485;2026-04-17\|20.33\|-2.12\|20.74\|20.87\|20.16\|1453391;2026-04-20\|21.03\|3.44\|20.71\|21.32\|20.26\|1531150;2026-04-21\|20.48\|-2.62\|20.43\|21.02\|20.00\|1060652;2026-04-22\|21.25\|3.76\|20.03\|22.20\|19.95\|1517438;2026-04-23\|20.99\|-1.22\|21.01\|21.99\|20.30\|1134080;2026-04-24\|19.97\|-4.86\|20.51\|22.50\|19.60\|1065863;2026-04-27\|20.15\|0.90\|19.63\|20.83\|18.90\|1018323;2026-04-28\|19.25\|-4.47\|20.13\|20.48\|19.01\|746497;2026-04-29\|19.33\|0.42\|19.13\|20.29\|18.88\|557106;2026-04-30\|18.08\|-6.47\|19.36\|19.50\|18.03\|892176;2026-05-06\|18.28\|1.11\|18.45\|18.74\|18.20\|843048;2026-05-07\|20.11\|10.01\|19.80\|20.11\|18.77\|1249888;2026-05-08\|21.07\|4.77\|19.97\|21.22\|19.69\|1608189;2026-05-11\|20.90\|-0.81\|22.12\|22.12\|20.20\|1296737;2026-05-12\|21.55\|3.11\|21.49\|21.92\|20.99\|1547377;2026-05-13\|21.21\|-1.58\|20.84\|22.00\|20.78\|1429726;2026-05-14\|20.45\|-3.58\|21.15\|21.90\|20.45\|1344379;2026-05-15\|19.06\|-6.80\|20.04\|20.95\|18.87\|1058153;2026-05-18\|19.49\|2.26\|18.90\|19.77\|18.80\|714629;2026-05-19\|18.76\|-3.75\|19.00\|19.09\|17.94\|802882;2026-05-20\|19.84\|5.76\|18.60\|20.64\|18.50\|1569139;2026-05-21\|17.99\|-9.32\|19.49\|19.60\|17.86\|1264271;2026-05-22\|18.48\|2.72\|17.99\|18.50\|17.55\|707555;2026-05-25\|18.32\|-0.87\|18.51\|18.72\|17.90\|571086;2026-05-26\|17.43\|-4.86\|18.14\|18.18\|16.88\|633588;2026-05-27\|17.21\|-1.26\|17.40\|18.10\|17.18\|505759;2026-05-28\|17.84\|3.66\|17.02\|18.05\|16.60\|591223;2026-05-29\|18.07\|1.29\|17.88\|18.65\|17.33\|755954;2026-06-01\|17.01\|-5.87\|17.61\|17.71\|17.00\|479583;2026-06-02\|17.74\|4.29\|16.94\|17.96\|16.73\|546745;2026-06-03\|18.06\|1.80\|18.20\|18.76\|17.76\|806483;2026-06-04\|18.53\|2.60\|17.42\|19.35\|17.42\|726961;2026-06-05\|19.92\|7.50\|18.54\|20.38\|18.54\|1786816;2026-06-08\|18.46\|-7.33\|17.93\|19.49\|17.93\|1411132;2026-06-09\|19.53\|5.80\|19.57\|19.83\|18.41\|1034404;2026-06-10\|18.21\|-6.76\|19.22\|19.36\|17.70\|974636;2026-06-11\|17.67\|-2.97\|17.90\|18.75\|17.26\|724756;2026-06-12\|17.10\|-3.23\|18.10\|18.24\|16.92\|836653;2026-06-15\|18.81\|10.00\|17.08\|18.81\|17.08\|1207670;2026-06-16\|19.49\|3.62\|19.37\|19.88\|19.00\|1320033;2026-06-17\|20.66\|6.00\|19.00\|20.83\|19.00\|1346809;2026-06-18\|20.73\|0.34\|20.76\|21.20\|20.33\|1076960;2026-06-22\|22.80\|9.99\|22.01\|22.80\|22.01\|398073;2026-06-23\|25.08\|10.00\|24.75\|25.08\|23.51\|1375005;2026-06-24\|25.33\|1.00\|24.59\|26.05\|24.35\|1861356;2026-06-25\|24.77\|-2.21\|25.33\|25.47\|23.77\|1154074;2026-06-26\|22.29\|-10.01\|24.60\|24.76\|22.29\|913376;2026-06-29\|20.37\|-8.61\|21.89\|22.35\|20.06\|1071879;2026-06-30\|20.84\|2.31\|20.77\|20.95\|19.80\|850963;2026-07-01\|19.60\|-5.95\|20.80\|21.00\|19.39\|868475;2026-07-02\|17.90\|-8.67\|19.02\|19.33\|17.88\|830419;2026-07-03\|17.99\|0.50\|18.13\|19.09\|17.92\|824881;2026-07-06\|18.79\|4.45\|18.36\|19.13\|16.80\|1287650;2026-07-07\|18.18\|-3.25\|18.40\|18.94\|17.91\|749936;2026-07-08\|17.42\|-4.18\|18.31\|18.44\|17.09\|661248;2026-07-09\|18.18\|4.36\|18.70\|18.86\|17.50\|1274132;2026-07-10\|18.00\|-0.99\|18.15\|18.92\|17.88\|1164705
116018	MPO、FAU、CPO等行业新技术受关注	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-03-03\|77.90\|-2.62\|81.89\|83.21\|77.85\|115732;2026-03-04\|78.36\|0.59\|76.32\|79.35\|75.92\|78851;2026-03-05\|81.38\|3.85\|80.00\|84.20\|78.09\|110758;2026-03-06\|80.85\|-0.65\|82.01\|83.60\|78.68\|99762;2026-03-09\|76.40\|-5.50\|77.50\|77.55\|72.77\|140698;2026-03-10\|80.00\|4.71\|77.78\|81.20\|77.57\|114326;2026-03-11\|81.16\|1.45\|80.00\|84.79\|80.00\|141957;2026-03-12\|84.97\|4.69\|81.06\|85.51\|80.07\|155708;2026-03-13\|83.80\|-1.38\|83.30\|88.07\|83.30\|157632;2026-03-16\|86.03\|2.66\|83.75\|86.10\|80.13\|122028;2026-03-17\|77.48\|-9.94\|85.00\|85.00\|77.43\|151138;2026-03-18\|78.00\|0.67\|77.48\|78.87\|76.00\|78990;2026-03-19\|75.98\|-2.59\|76.56\|78.18\|75.30\|65848;2026-03-20\|80.35\|5.75\|77.18\|83.58\|77.16\|205136;2026-03-23\|74.25\|-7.59\|76.50\|79.12\|74.05\|153150;2026-03-24\|75.33\|1.45\|75.50\|75.83\|71.88\|94926;2026-03-25\|81.25\|7.86\|79.01\|82.86\|78.64\|186280;2026-03-26\|78.40\|-3.51\|81.70\|81.77\|78.40\|99683;2026-03-27\|77.90\|-0.64\|77.52\|80.46\|75.23\|93824;2026-03-30\|79.07\|1.50\|77.50\|80.88\|76.71\|87190;2026-03-31\|75.05\|-5.08\|78.00\|78.51\|74.25\|110489;2026-04-01\|79.52\|5.96\|78.00\|80.70\|77.30\|133032;2026-04-02\|80.52\|1.26\|79.98\|83.96\|79.06\|121442;2026-04-03\|88.57\|10.00\|82.60\|88.57\|81.60\|189033;2026-04-07\|91.65\|3.48\|90.34\|93.00\|89.68\|267634;2026-04-08\|93.39\|1.90\|93.50\|95.32\|89.80\|240305;2026-04-09\|96.47\|3.30\|92.00\|100.03\|91.50\|200617;2026-04-10\|95.98\|-0.51\|96.00\|99.85\|95.29\|162764;2026-04-13\|104.10\|8.46\|96.05\|104.99\|96.05\|192571;2026-04-14\|104.40\|0.29\|105.00\|106.30\|101.45\|156836;2026-04-15\|103.29\|-1.06\|104.85\|108.40\|102.33\|141027;2026-04-16\|102.25\|-1.01\|102.60\|103.29\|99.67\|122212;2026-04-17\|112.48\|10.00\|102.93\|112.48\|102.93\|145265;2026-04-20\|119.01\|5.81\|120.30\|123.00\|117.30\|181607;2026-04-21\|122.50\|2.93\|118.50\|127.95\|117.87\|146786;2026-04-22\|125.40\|2.37\|123.12\|127.23\|121.50\|134848;2026-04-23\|124.78\|-0.49\|126.12\|133.08\|122.88\|162936;2026-04-24\|127.79\|2.41\|125.85\|130.20\|124.59\|149800;2026-04-27\|126.90\|-0.70\|127.80\|130.00\|120.00\|136695;2026-04-28\|127.50\|0.47\|126.50\|131.50\|124.09\|116496;2026-04-29\|123.93\|-2.80\|124.21\|127.39\|121.00\|131090;2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588
116017	MPO、FAU、CPO等行业新技术受关注	磷化铟衬底+终止减持+光稳定剂 1、据2026年6月9日公告，公司拟与朱蓉辉、汇智光芯共同出资1000万元设立合资公司，从事磷化铟衬底研发生产销售，公司持股70%；一期固定投资1亿元，预期年产12万片4-6英寸磷化铟衬底；据2026年6月13日公告，核心人物朱蓉辉在化合物半导体领域具有超20年研发和产业化经验。 2、据2026年6月17日公告，股东联发合伙、联拓合伙于2026年6月16日提前终止减持计划，在减持计划实施期间未减持任何公司股份。 3、据2025年年报，公司主营受阻胺光稳定剂及其中间体，是全球最主要的光稳定剂制造与服务商之一，产品应用领域涵盖光伏背板胶膜等。	公司拟设立合资公司开展磷化铟衬底业务，预计二期产能40万片/年	2026-03-03\|8.67\|-3.77\|8.95\|9.00\|8.67\|118881;2026-03-04\|8.76\|1.04\|8.67\|9.05\|8.67\|97727;2026-03-05\|9.17\|4.68\|9.15\|9.35\|8.93\|191701;2026-03-06\|9.30\|1.42\|9.11\|9.41\|9.01\|168647;2026-03-09\|9.19\|-1.18\|9.22\|9.26\|9.10\|105324;2026-03-10\|9.20\|0.11\|9.23\|9.24\|9.13\|80880;2026-03-11\|9.04\|-1.74\|9.20\|9.20\|8.99\|94871;2026-03-12\|8.96\|-0.89\|9.05\|9.17\|8.95\|74677;2026-03-13\|8.88\|-0.89\|8.92\|9.10\|8.84\|61110;2026-03-16\|8.90\|0.23\|8.85\|9.03\|8.84\|50383;2026-03-17\|8.62\|-3.15\|8.88\|8.97\|8.62\|59574;2026-03-18\|8.56\|-0.70\|8.63\|8.69\|8.42\|56117;2026-03-19\|8.28\|-3.27\|8.49\|8.59\|8.27\|53324;2026-03-20\|8.08\|-2.42\|8.35\|8.37\|7.99\|60223;2026-03-23\|7.48\|-7.43\|7.81\|7.89\|7.44\|80596;2026-03-24\|7.98\|6.68\|7.60\|8.05\|7.47\|85991;2026-03-25\|8.05\|0.88\|8.07\|8.07\|7.95\|46487;2026-03-26\|8.00\|-0.62\|8.04\|8.24\|7.96\|51026;2026-03-27\|8.27\|3.38\|7.92\|8.30\|7.88\|59902;2026-03-30\|8.30\|0.36\|8.20\|8.35\|8.19\|47518;2026-03-31\|8.13\|-2.05\|8.30\|8.35\|8.12\|40502;2026-04-01\|8.19\|0.74\|8.23\|8.27\|8.09\|39362;2026-04-02\|8.15\|-0.49\|8.18\|8.23\|8.07\|34419;2026-04-03\|7.93\|-2.70\|8.12\|8.15\|7.84\|40216;2026-04-07\|8.27\|4.29\|7.95\|8.28\|7.88\|57229;2026-04-08\|8.36\|1.09\|8.29\|8.36\|8.23\|46048;2026-04-09\|8.21\|-1.79\|8.33\|8.41\|8.11\|42566;2026-04-10\|8.25\|0.49\|8.23\|8.34\|8.22\|32195;2026-04-13\|8.14\|-1.33\|8.25\|8.25\|8.10\|31285;2026-04-14\|8.15\|0.12\|8.17\|8.18\|8.03\|30992;2026-04-15\|8.11\|-0.49\|8.17\|8.20\|8.09\|24582;2026-04-16\|8.32\|2.59\|8.13\|8.35\|8.08\|41060;2026-04-17\|8.24\|-0.96\|8.31\|8.34\|8.18\|39395;2026-04-20\|8.20\|-0.49\|8.27\|8.28\|8.15\|35750;2026-04-21\|8.23\|0.37\|8.20\|8.26\|8.16\|32710;2026-04-22\|8.12\|-1.34\|8.22\|8.22\|8.10\|30536;2026-04-23\|8.02\|-1.23\|8.12\|8.12\|8.00\|25348;2026-04-24\|8.13\|1.37\|8.03\|8.17\|7.99\|34744;2026-04-27\|8.16\|0.37\|8.10\|8.19\|7.95\|46639;2026-04-28\|8.31\|1.84\|8.60\|8.74\|8.31\|128076;2026-04-29\|8.29\|-0.24\|8.21\|8.32\|8.10\|74723;2026-04-30\|8.27\|-0.24\|8.28\|8.40\|8.23\|44233;2026-05-06\|8.30\|0.36\|8.26\|8.32\|8.20\|49752;2026-05-07\|8.31\|0.12\|8.30\|8.39\|8.27\|48050;2026-05-08\|8.32\|0.12\|8.25\|8.34\|8.22\|37774;2026-05-11\|8.32\|0.00\|8.31\|8.37\|8.24\|50811;2026-05-12\|8.18\|-1.68\|8.32\|8.32\|8.14\|38841;2026-05-13\|8.16\|-0.24\|8.21\|8.21\|8.09\|29856;2026-05-14\|8.08\|-0.98\|8.15\|8.17\|8.07\|40914;2026-05-15\|8.09\|0.12\|8.08\|8.19\|8.01\|42129;2026-05-18\|8.03\|-0.74\|8.03\|8.07\|7.92\|43431;2026-05-19\|8.10\|0.87\|8.05\|8.15\|8.01\|26136;2026-05-20\|8.24\|1.73\|8.10\|8.29\|7.97\|47088;2026-05-21\|7.92\|-3.88\|8.16\|8.28\|7.91\|41309;2026-05-22\|8.12\|2.53\|7.97\|8.17\|7.84\|40189;2026-05-25\|8.14\|0.25\|8.18\|8.22\|8.04\|40784;2026-05-26\|7.90\|-2.95\|8.08\|8.14\|7.82\|44339;2026-05-27\|7.74\|-2.03\|7.85\|7.93\|7.66\|37094;2026-05-28\|7.77\|0.39\|7.70\|7.90\|7.61\|40605;2026-05-29\|7.51\|-3.35\|7.78\|7.86\|7.48\|44448;2026-06-01\|7.81\|3.99\|7.53\|7.88\|7.48\|52330;2026-06-02\|7.63\|-2.30\|7.83\|7.84\|7.57\|46395;2026-06-03\|8.39\|9.96\|7.65\|8.39\|7.63\|200343;2026-06-04\|8.68\|3.46\|8.41\|9.15\|8.39\|324936;2026-06-05\|9.55\|10.02\|8.79\|9.55\|8.50\|347262;2026-06-08\|9.45\|-1.05\|9.37\|9.61\|9.01\|319548;2026-06-09\|10.40\|10.05\|10.40\|10.40\|10.40\|54674;2026-06-10\|11.44\|10.00\|11.44\|11.44\|11.44\|36743;2026-06-11\|12.36\|9.96\|12.36\|12.36\|12.36\|128522;2026-06-12\|13.60\|10.03\|13.60\|13.60\|13.60\|98637;2026-06-15\|13.40\|-1.47\|13.18\|13.99\|12.35\|832846;2026-06-16\|14.45\|7.84\|12.80\|14.74\|12.74\|638237;2026-06-17\|14.81\|2.49\|14.05\|15.90\|14.05\|762653;2026-06-18\|15.62\|5.47\|14.81\|16.18\|13.87\|707099;2026-06-22\|17.18\|9.99\|16.51\|17.18\|16.50\|319886;2026-06-23\|17.90\|4.19\|17.00\|18.90\|16.80\|631291;2026-06-24\|18.30\|2.23\|17.88\|19.33\|16.99\|611741;2026-06-25\|20.13\|10.00\|18.50\|20.13\|18.50\|368631;2026-06-26\|21.85\|8.54\|20.61\|22.11\|19.98\|615780;2026-06-29\|19.67\|-9.98\|20.81\|21.66\|19.67\|416466;2026-06-30\|20.26\|3.00\|18.88\|20.59\|18.88\|511842;2026-07-01\|19.19\|-5.28\|19.98\|20.00\|18.70\|426944;2026-07-02\|19.22\|0.16\|18.00\|20.11\|17.46\|416652;2026-07-03\|18.80\|-2.19\|19.17\|19.90\|18.50\|315556;2026-07-06\|18.41\|-2.07\|18.29\|19.20\|17.80\|282169;2026-07-07\|20.25\|9.99\|18.74\|20.25\|18.32\|690848;2026-07-08\|21.91\|8.20\|19.49\|22.28\|19.48\|749205;2026-07-09\|20.98\|-4.24\|19.72\|21.49\|19.72\|694781;2026-07-10\|19.45\|-7.29\|20.00\|20.85\|18.89\|484092
116016	国内硫磺、热法磷酸价格继续走高	磷化工+埃及项目+产能扩张行业原因：据央视新闻，当地时间11日凌晨，伊朗武装部队哈塔姆·安比亚中央司令部发表声明称，鉴于本地区安全局势动荡，霍尔木兹海峡即日起对包括油轮和商船在内的所有类型船只关闭，任何试图通过该海峡的船只都将受到攻击。公司原因： 1、据2026年3月27日投资者关系活动记录表，公司约60%产品出口，磷肥及磷酸产品具备较强的成本传导能力。 2、据2026年3月20日年报，公司埃及苏伊士磷化工项目已全面启动，计划总投资19.34亿元，满产后预计年收入超20亿元、净利润超3亿元；据2026年5月28日互动易，埃及基地正按计划有序推进建设。 3、据2026年3月27日投资者关系活动记录表，广西基地技改完成后产能将提升，东川基地开工率将提高，预计2026年公司整体产能折合五氧化二磷将增加约10%。	公司为国内领先的湿法磷化工企业，同时致力于磷酸铁和磷酸铁锂的生产和研发	2026-03-03\|32.50\|-6.64\|34.45\|35.35\|32.36\|447030;2026-03-04\|34.22\|5.29\|31.92\|36.88\|31.92\|618225;2026-03-05\|33.55\|-1.96\|34.89\|35.00\|33.21\|380921;2026-03-06\|36.12\|7.66\|33.20\|36.83\|33.19\|694050;2026-03-09\|35.12\|-2.77\|36.96\|38.88\|34.81\|615966;2026-03-10\|34.22\|-2.56\|33.98\|35.09\|33.52\|455106;2026-03-11\|34.65\|1.26\|34.17\|35.30\|33.81\|489322;2026-03-12\|33.88\|-2.22\|35.00\|35.53\|33.29\|543580;2026-03-13\|38.90\|14.82\|34.56\|40.66\|34.31\|1037163;2026-03-16\|36.33\|-6.61\|37.62\|40.98\|36.00\|895403;2026-03-17\|37.59\|3.47\|36.40\|39.36\|35.60\|827767;2026-03-18\|35.42\|-5.77\|35.79\|36.00\|34.03\|622305;2026-03-19\|33.04\|-6.72\|35.85\|36.54\|32.81\|492493;2026-03-20\|31.28\|-5.33\|32.89\|33.39\|31.22\|427641;2026-03-23\|30.73\|-1.76\|30.03\|32.34\|30.00\|364171;2026-03-24\|30.51\|-0.72\|30.73\|30.95\|29.18\|345818;2026-03-25\|30.71\|0.66\|30.04\|31.10\|29.99\|311292;2026-03-26\|29.91\|-2.60\|30.41\|31.58\|29.82\|327450;2026-03-27\|31.53\|5.42\|29.22\|31.98\|29.00\|433515;2026-03-30\|30.99\|-1.71\|30.66\|31.75\|30.66\|304526;2026-03-31\|29.13\|-6.00\|30.68\|31.18\|29.05\|311857;2026-04-01\|29.63\|1.72\|29.61\|29.95\|29.29\|215419;2026-04-02\|28.95\|-2.29\|29.45\|29.83\|28.70\|197713;2026-04-03\|27.93\|-3.52\|29.05\|29.15\|27.83\|175780;2026-04-07\|27.43\|-1.79\|25.85\|27.76\|25.80\|323211;2026-04-08\|28.13\|2.55\|27.73\|28.17\|27.20\|273619;2026-04-09\|27.42\|-2.52\|27.79\|28.09\|27.08\|170970;2026-04-10\|27.30\|-0.44\|27.60\|28.08\|27.25\|170951;2026-04-13\|27.57\|0.99\|27.43\|27.66\|26.98\|145389;2026-04-14\|27.70\|0.47\|27.56\|27.72\|27.19\|151625;2026-04-15\|27.06\|-2.31\|27.73\|27.98\|26.95\|155421;2026-04-16\|27.51\|1.66\|27.05\|27.58\|26.80\|172528;2026-04-17\|26.39\|-4.07\|27.05\|27.18\|26.08\|228259;2026-04-20\|26.41\|0.08\|26.25\|26.49\|26.06\|144592;2026-04-21\|25.90\|-1.93\|26.33\|26.39\|25.53\|149567;2026-04-22\|26.17\|1.04\|25.89\|26.26\|25.72\|127440;2026-04-23\|25.45\|-2.75\|26.23\|26.23\|25.17\|151283;2026-04-24\|26.13\|2.67\|25.43\|26.63\|25.32\|251694;2026-04-27\|25.30\|-3.18\|25.62\|25.75\|24.95\|194753;2026-04-28\|25.24\|-0.24\|25.12\|25.93\|25.10\|130315;2026-04-29\|25.74\|1.98\|25.12\|25.86\|24.61\|138261;2026-04-30\|25.29\|-1.75\|25.71\|25.93\|25.18\|139309;2026-05-06\|25.75\|1.82\|25.50\|25.78\|25.30\|140778;2026-05-07\|25.58\|-0.66\|25.87\|25.92\|25.11\|184423;2026-05-08\|25.59\|0.04\|25.54\|25.83\|25.21\|149570;2026-05-11\|26.20\|2.38\|25.69\|26.55\|25.69\|251838;2026-05-12\|25.30\|-3.44\|26.42\|26.68\|25.21\|220150;2026-05-13\|25.54\|0.95\|25.30\|25.95\|25.10\|153439;2026-05-14\|24.33\|-4.74\|25.53\|25.70\|24.33\|164083;2026-05-15\|24.54\|0.86\|24.50\|25.86\|24.42\|219126;2026-05-18\|24.31\|-0.94\|24.55\|24.79\|24.04\|145075;2026-05-19\|23.77\|-2.22\|24.30\|24.30\|23.42\|146970;2026-05-20\|23.43\|-1.43\|23.76\|23.80\|23.20\|106609;2026-05-21\|22.46\|-4.14\|23.43\|23.73\|22.35\|134468;2026-05-22\|22.81\|1.56\|22.46\|22.97\|22.21\|110220;2026-05-25\|22.16\|-2.85\|22.81\|22.94\|21.99\|115091;2026-05-26\|22.17\|0.05\|22.02\|22.54\|21.55\|153463;2026-05-27\|21.59\|-2.62\|22.36\|22.36\|21.40\|93355;2026-05-28\|21.54\|-0.23\|21.77\|21.84\|21.12\|75046;2026-05-29\|21.06\|-0.38\|21.19\|21.96\|20.95\|131743;2026-06-01\|21.13\|0.33\|20.99\|21.47\|20.92\|87381;2026-06-02\|20.32\|-3.83\|21.09\|21.14\|19.96\|130634;2026-06-03\|20.22\|-0.49\|20.38\|20.56\|20.06\|98011;2026-06-04\|19.49\|-3.61\|20.17\|20.17\|19.35\|116279;2026-06-05\|19.48\|-0.05\|19.43\|19.76\|19.02\|114271;2026-06-08\|18.58\|-4.62\|19.13\|19.50\|18.31\|115414;2026-06-09\|18.73\|0.81\|18.95\|18.96\|18.22\|84875;2026-06-10\|18.81\|0.43\|18.60\|19.23\|18.43\|104638;2026-06-11\|22.57\|19.99\|19.41\|22.57\|19.41\|560897;2026-06-12\|22.85\|1.24\|22.20\|24.50\|21.70\|710251;2026-06-15\|22.70\|-0.66\|22.51\|22.92\|22.13\|436559;2026-06-16\|23.22\|2.29\|22.68\|23.68\|22.36\|448003;2026-06-17\|22.10\|-4.82\|22.96\|23.02\|21.87\|364104;2026-06-18\|21.34\|-3.44\|21.88\|22.29\|21.23\|259216;2026-06-22\|23.90\|12.00\|21.13\|24.38\|20.90\|561874;2026-06-23\|24.30\|1.67\|24.82\|25.52\|24.02\|571272;2026-06-24\|24.40\|0.41\|24.02\|24.85\|23.40\|451154;2026-06-25\|24.99\|2.42\|24.01\|25.09\|23.20\|482480;2026-06-26\|24.00\|-3.96\|24.32\|24.77\|23.26\|336617;2026-06-29\|22.79\|-5.04\|23.60\|23.88\|22.35\|245641;2026-06-30\|22.95\|0.70\|22.60\|23.25\|22.19\|217044;2026-07-01\|24.58\|7.10\|22.75\|24.99\|22.50\|364751;2026-07-02\|25.47\|3.62\|24.00\|26.50\|23.65\|475893;2026-07-03\|24.91\|-2.20\|25.22\|25.24\|24.24\|314570;2026-07-06\|26.44\|6.14\|24.91\|26.47\|24.41\|394753;2026-07-07\|25.69\|-2.84\|26.18\|28.60\|25.67\|528786;2026-07-08\|22.41\|-12.77\|24.87\|24.97\|22.40\|387117;2026-07-09\|20.09\|-10.35\|22.01\|22.18\|19.41\|385406;2026-07-10\|20.91\|4.08\|20.32\|21.80\|19.50\|336642
116015	国内硫磺、热法磷酸价格继续走高	磷化工+水处理剂+超跌反弹行业原因：上证报2月24日报道，国际磷肥价格突破700美元/吨，春耕需求临近强化涨价逻辑。2025年以来，饲料级磷酸钙盐供需格局趋于紧平衡，价格整体震荡上行。公司原因： 1、据2025年11月11日公告，近期投资者对公司磷化工概念关注度高，公司拥有三氯化磷生产及销售许可资质，三氯化磷为有机膦类水处理剂重要原料。 2、据2025年4月30日年度报告，公司具备年产27万吨水处理剂产能，是国内主要水处理剂厂家之一。 3、据2026年2月14日公告，法院已将6,919,814股公司股票司法执行至回购专户，公司同步启动减资程序，股本收缩预期升温。	五氯化磷是六氟磷酸锂的上游，全资子公司清源水处理备案的五氯化磷项目目前尚处于前期阶段，项目落地后拥有10万吨全国最大的五氯化磷生产线	2026-03-03\|19.18\|4.24\|18.60\|19.81\|17.89\|559697;2026-03-04\|19.93\|3.91\|17.95\|20.50\|17.85\|492124;2026-03-05\|18.92\|-5.07\|19.74\|19.85\|18.52\|365173;2026-03-06\|20.08\|6.13\|18.55\|20.50\|18.54\|461202;2026-03-09\|19.38\|-3.49\|19.50\|21.12\|19.33\|483575;2026-03-10\|19.65\|1.39\|18.50\|20.26\|18.30\|368411;2026-03-11\|20.93\|6.51\|19.51\|21.00\|19.01\|524696;2026-03-12\|20.76\|-0.81\|20.71\|21.73\|20.13\|510413;2026-03-13\|20.77\|0.05\|20.30\|23.00\|20.30\|547042;2026-03-16\|18.93\|-8.86\|20.16\|21.50\|18.83\|405488;2026-03-17\|19.66\|3.86\|18.68\|20.32\|18.68\|386491;2026-03-18\|18.22\|-7.32\|19.26\|19.30\|17.80\|336858;2026-03-19\|16.75\|-8.07\|18.04\|18.44\|16.47\|297658;2026-03-20\|16.15\|-3.58\|16.69\|17.16\|16.10\|231273;2026-03-23\|15.64\|-3.16\|15.81\|16.45\|15.51\|190182;2026-03-24\|16.29\|4.16\|16.00\|16.34\|15.48\|194627;2026-03-25\|15.85\|-2.70\|16.34\|16.49\|15.79\|212543;2026-03-26\|15.99\|0.88\|15.80\|16.58\|15.75\|221332;2026-03-27\|15.95\|-0.25\|15.22\|16.30\|15.22\|182458;2026-03-30\|16.00\|0.31\|15.66\|16.35\|15.66\|161037;2026-03-31\|15.24\|-4.75\|15.88\|16.14\|15.24\|174775;2026-04-01\|15.58\|2.23\|15.55\|15.77\|15.34\|121303;2026-04-02\|15.05\|-3.40\|15.60\|15.60\|14.88\|131077;2026-04-03\|14.54\|-3.39\|15.09\|15.18\|14.52\|110019;2026-04-07\|15.74\|8.25\|14.64\|15.85\|14.60\|219688;2026-04-08\|15.92\|1.14\|15.58\|15.94\|15.45\|188880;2026-04-09\|15.59\|-2.07\|15.80\|15.92\|15.47\|120248;2026-04-10\|15.68\|0.58\|15.70\|15.85\|15.52\|105643;2026-04-13\|15.78\|0.64\|15.66\|15.79\|15.48\|92092;2026-04-14\|15.98\|1.27\|15.78\|15.99\|15.61\|113904;2026-04-15\|15.53\|-2.82\|16.02\|16.03\|15.49\|107927;2026-04-16\|15.99\|2.96\|15.56\|16.10\|15.35\|136285;2026-04-17\|16.00\|0.06\|15.93\|16.54\|15.82\|139435;2026-04-20\|16.06\|0.38\|16.15\|16.16\|15.89\|98752;2026-04-21\|15.85\|-1.31\|15.96\|16.10\|15.54\|97627;2026-04-22\|16.08\|1.45\|15.77\|16.23\|15.71\|135446;2026-04-23\|15.66\|-2.61\|16.06\|16.16\|15.43\|121194;2026-04-24\|15.91\|1.60\|15.54\|16.26\|15.43\|162922;2026-04-27\|15.94\|0.19\|15.76\|15.96\|15.22\|136598;2026-04-28\|15.63\|-1.94\|15.93\|16.14\|15.50\|97156;2026-04-29\|16.28\|4.16\|15.45\|16.40\|15.34\|174010;2026-04-30\|16.04\|-1.47\|16.51\|16.60\|15.93\|130655;2026-05-06\|16.40\|2.24\|16.10\|16.45\|16.00\|111821;2026-05-07\|16.49\|0.55\|16.42\|16.86\|16.28\|128464;2026-05-08\|16.59\|0.61\|16.41\|16.78\|16.30\|117576;2026-05-11\|16.90\|1.87\|16.66\|17.30\|16.66\|183554;2026-05-12\|16.33\|-3.37\|16.90\|17.09\|16.12\|147721;2026-05-13\|15.98\|-2.14\|16.12\|16.49\|15.89\|120287;2026-05-14\|15.33\|-4.07\|15.99\|16.00\|15.33\|110059;2026-05-15\|15.37\|0.26\|15.34\|16.04\|15.24\|109638;2026-05-18\|15.29\|-0.52\|15.43\|15.63\|15.13\|87716;2026-05-19\|14.84\|-2.94\|15.20\|15.28\|14.63\|116823;2026-05-20\|14.59\|-1.68\|14.84\|14.84\|14.35\|78810;2026-05-21\|13.59\|-6.85\|14.59\|14.74\|13.56\|130584;2026-05-22\|13.93\|2.50\|13.64\|14.06\|13.47\|80328;2026-05-25\|13.42\|-3.66\|13.93\|14.05\|13.26\|88154;2026-05-26\|13.18\|-1.79\|13.39\|13.45\|13.01\|83436;2026-05-27\|12.63\|-4.17\|13.18\|13.29\|12.47\|108107;2026-05-28\|12.72\|0.71\|12.55\|12.80\|12.33\|99252;2026-05-29\|12.29\|-3.38\|12.68\|12.83\|12.27\|73378;2026-06-01\|12.66\|3.01\|12.33\|12.93\|12.33\|94229;2026-06-02\|12.39\|-2.13\|12.79\|12.79\|12.03\|84708;2026-06-03\|12.32\|-0.56\|12.38\|12.45\|12.16\|64204;2026-06-04\|11.99\|-2.68\|12.32\|12.32\|11.89\|65785;2026-06-05\|12.14\|1.25\|12.00\|12.34\|11.75\|84403;2026-06-08\|11.83\|-2.55\|11.80\|12.38\|11.61\|91094;2026-06-09\|11.93\|0.85\|12.11\|12.20\|11.68\|65977;2026-06-10\|11.75\|-1.51\|11.76\|12.07\|11.57\|62709;2026-06-11\|12.49\|6.30\|11.80\|12.69\|11.71\|296078;2026-06-12\|11.97\|-4.16\|12.13\|12.38\|11.53\|270560;2026-06-15\|12.00\|0.25\|12.00\|12.26\|11.75\|170136;2026-06-16\|12.13\|1.08\|11.87\|12.31\|11.73\|127086;2026-06-17\|11.68\|-3.71\|12.07\|12.14\|11.61\|115934;2026-06-18\|11.49\|-1.63\|11.55\|11.75\|11.33\|101840;2026-06-22\|13.09\|13.93\|11.48\|13.18\|11.34\|273334;2026-06-23\|12.69\|-3.06\|12.91\|13.30\|12.63\|222553;2026-06-24\|12.27\|-3.31\|12.41\|12.79\|12.05\|139669;2026-06-25\|11.93\|-2.77\|12.18\|12.30\|11.73\|118687;2026-06-26\|11.49\|-3.69\|11.83\|12.33\|11.40\|129081;2026-06-29\|11.19\|-2.61\|11.48\|11.92\|11.00\|121220;2026-06-30\|11.26\|0.63\|11.16\|11.37\|10.98\|83201;2026-07-01\|11.67\|3.64\|11.27\|11.77\|11.05\|141501;2026-07-02\|11.53\|-1.20\|11.51\|12.01\|11.46\|107742;2026-07-03\|11.28\|-2.17\|11.52\|11.66\|11.22\|93640;2026-07-06\|11.03\|-2.22\|11.33\|11.72\|11.02\|87028;2026-07-07\|10.66\|-3.35\|11.06\|11.15\|10.63\|77830;2026-07-08\|10.45\|-1.97\|10.66\|10.74\|10.37\|73158;2026-07-09\|10.41\|-0.38\|10.51\|10.60\|10.00\|68498;2026-07-10\|10.54\|1.25\|10.30\|10.76\|10.20\|85648
116014	国内硫磺、热法磷酸价格继续走高	硫铁矿+磷化工+光伏银粉+广东国资行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2025年年度报告，公司控股子公司云硫矿业拥有华南稀缺的大型露天高品位硫铁矿资源，资源总量达11,276万吨，为国内硫铁矿行业龙头；据2026年6月4日机构调研，硫铁矿短期价格会随中东等国际局势变化出现阶段性波动，公司硫铁矿品位高、提取成本较低。 2、据2025年年度报告及2026年6月4日机构调研，公司子公司华晶科技布局光伏银粉业务，掌握超细银粉工业化生产工艺，一期已与头部客户进行产品验证；子公司云硫矿业投资建设10万吨/年精制湿法磷酸项目，项目建成后将填补广东高端磷酸产能空白。 3、据2026年4月17日法律意见书，公司实际控制人为广东省环保集团有限公司，最终控制人为广东省人民政府。	1、公司以硫化工产业为依托，投资建设广东省内唯一优质工业磷酸生产项目-10万吨/年湿法精制硫酸项目，实现与新能源材料产业对接；子公司云硫矿业主要产品是硫精矿、铁矿粉、硫酸和磷肥； 2、孙公司华晶科技银粉项目一期已投产并实现销售，二期计划2025年投产，切入光伏银粉赛道； 3、公司机制糖业务行业知名度高，子公司贵糖集团位列广西十大糖业集团，制糖生产能力为日榨甘蔗1.2万吨，年甘蔗入榨需求量为130万吨	2026-03-03\|25.57\|3.10\|24.80\|26.33\|23.69\|935129;2026-03-04\|24.43\|-4.46\|25.04\|25.09\|23.53\|611521;2026-03-05\|23.93\|-2.05\|24.50\|24.63\|23.35\|534188;2026-03-06\|26.32\|9.99\|24.03\|26.32\|23.53\|646185;2026-03-09\|26.66\|1.29\|28.00\|28.90\|26.50\|952642;2026-03-10\|25.02\|-6.15\|25.66\|25.95\|24.81\|614261;2026-03-11\|27.52\|9.99\|25.00\|27.52\|25.00\|527300;2026-03-12\|27.57\|0.18\|28.00\|29.09\|27.41\|833858;2026-03-13\|28.02\|1.63\|28.16\|30.31\|27.80\|734748;2026-03-16\|27.58\|-1.57\|28.50\|29.25\|26.80\|673596;2026-03-17\|26.78\|-2.90\|27.09\|28.33\|26.41\|506235;2026-03-18\|26.39\|-1.46\|26.72\|26.95\|25.64\|393041;2026-03-19\|26.38\|-0.04\|27.35\|28.28\|26.06\|697027;2026-03-20\|24.77\|-6.10\|26.30\|26.30\|24.75\|496859;2026-03-23\|25.07\|1.21\|24.50\|26.44\|24.18\|548355;2026-03-24\|24.64\|-1.72\|25.47\|25.49\|23.77\|378786;2026-03-25\|24.38\|-1.06\|24.70\|24.95\|23.98\|336442;2026-03-26\|24.67\|1.19\|24.47\|25.45\|24.47\|421096;2026-03-27\|25.60\|3.77\|24.41\|26.10\|24.41\|537654;2026-03-30\|26.79\|4.65\|26.15\|27.55\|26.13\|510315;2026-03-31\|25.80\|-3.70\|26.78\|27.53\|25.65\|372876;2026-04-01\|25.05\|-2.91\|25.30\|25.88\|24.50\|389102;2026-04-02\|25.17\|0.48\|25.56\|26.46\|24.82\|428349;2026-04-03\|23.74\|-5.68\|25.18\|25.29\|23.09\|464445;2026-04-07\|24.90\|4.89\|23.89\|25.50\|23.88\|449409;2026-04-08\|23.97\|-3.73\|23.51\|24.11\|23.30\|508410;2026-04-09\|23.81\|-0.67\|24.11\|24.25\|23.33\|311946;2026-04-10\|23.88\|0.29\|23.81\|24.58\|23.65\|366731;2026-04-13\|23.62\|-1.09\|24.00\|24.20\|22.55\|477296;2026-04-14\|25.25\|6.90\|23.46\|25.36\|23.33\|606006;2026-04-15\|24.08\|-4.63\|25.03\|25.08\|23.89\|429564;2026-04-16\|24.45\|1.54\|24.12\|24.55\|23.70\|326135;2026-04-17\|25.20\|3.07\|24.50\|25.65\|24.19\|455920;2026-04-20\|26.33\|4.48\|25.14\|26.36\|25.04\|533640;2026-04-21\|26.37\|0.15\|26.45\|26.95\|25.58\|434391;2026-04-22\|26.08\|-1.10\|26.08\|26.39\|25.80\|315924;2026-04-23\|24.97\|-4.26\|26.08\|26.15\|24.54\|412704;2026-04-24\|25.79\|3.28\|26.01\|26.60\|25.19\|493278;2026-04-27\|27.40\|6.24\|25.90\|27.80\|25.61\|597711;2026-04-28\|27.47\|0.26\|27.43\|28.14\|27.24\|506947;2026-04-29\|28.84\|4.99\|28.00\|29.49\|27.70\|513634;2026-04-30\|31.72\|9.99\|29.25\|31.72\|28.93\|651842;2026-05-06\|30.00\|-5.42\|31.25\|31.39\|29.65\|923101;2026-05-07\|27.14\|-9.53\|29.50\|29.57\|27.00\|1057079;2026-05-08\|26.51\|-2.32\|27.00\|27.36\|26.28\|619046;2026-05-11\|27.48\|3.66\|27.01\|27.58\|27.01\|607842;2026-05-12\|27.05\|-1.56\|27.47\|28.27\|26.73\|497492;2026-05-13\|28.57\|5.62\|26.75\|28.65\|26.71\|692861;2026-05-14\|27.67\|-3.15\|28.19\|28.80\|27.50\|474752;2026-05-15\|28.89\|4.41\|28.29\|29.98\|28.29\|773199;2026-05-18\|28.48\|-1.42\|29.01\|29.49\|28.10\|502466;2026-05-19\|27.12\|-4.78\|27.97\|28.20\|26.70\|488965;2026-05-20\|26.75\|-1.36\|26.94\|27.10\|26.34\|315868;2026-05-21\|25.27\|-5.53\|26.34\|26.69\|25.21\|483326;2026-05-22\|25.73\|1.82\|25.50\|26.09\|25.12\|297443;2026-05-25\|24.44\|-5.01\|24.66\|24.88\|23.67\|538710;2026-05-26\|24.00\|-1.80\|24.04\|24.30\|23.50\|269057;2026-05-27\|23.66\|-1.42\|23.99\|24.30\|23.35\|217435;2026-05-28\|23.43\|-0.97\|23.64\|23.85\|23.00\|210490;2026-05-29\|23.35\|0.43\|23.46\|24.11\|22.93\|326926;2026-06-01\|23.82\|2.01\|23.54\|23.97\|23.23\|241122;2026-06-02\|23.24\|-2.43\|23.85\|24.23\|23.00\|251843;2026-06-03\|22.84\|-1.72\|23.16\|23.16\|22.28\|334555;2026-06-04\|22.32\|-2.28\|22.81\|23.05\|22.02\|273621;2026-06-05\|21.53\|-3.54\|22.20\|22.30\|21.48\|311759;2026-06-08\|23.68\|9.99\|23.10\|23.68\|22.72\|239689;2026-06-09\|24.53\|3.59\|24.07\|24.83\|23.23\|840122;2026-06-10\|25.54\|4.12\|24.40\|26.44\|24.31\|692211;2026-06-11\|26.68\|4.46\|28.09\|28.09\|26.07\|955551;2026-06-12\|24.01\|-10.01\|24.98\|25.35\|24.01\|885596;2026-06-15\|23.45\|-2.33\|23.00\|23.56\|22.82\|607137;2026-06-16\|23.19\|-1.11\|23.08\|23.41\|22.34\|471760;2026-06-17\|22.13\|-4.57\|22.72\|22.86\|22.05\|440806;2026-06-18\|21.94\|-0.86\|21.96\|22.54\|21.71\|335763;2026-06-22\|24.13\|9.98\|22.38\|24.13\|21.99\|708013;2026-06-23\|24.80\|2.78\|24.39\|25.42\|24.13\|740271;2026-06-24\|25.00\|0.81\|24.54\|25.05\|23.62\|480384;2026-06-25\|24.86\|-0.56\|24.70\|25.27\|24.50\|381925;2026-06-26\|23.96\|-3.62\|24.68\|24.88\|23.91\|322496;2026-06-29\|23.46\|-2.09\|24.00\|24.18\|22.85\|307301;2026-06-30\|23.42\|-0.17\|23.52\|23.94\|23.06\|244869;2026-07-01\|24.71\|5.51\|23.40\|24.97\|23.23\|448489;2026-07-02\|24.40\|-1.25\|24.30\|24.94\|24.04\|376489;2026-07-03\|23.50\|-3.69\|24.51\|24.84\|23.44\|358722;2026-07-06\|23.22\|-1.19\|23.58\|24.79\|23.15\|325169;2026-07-07\|22.57\|-2.80\|22.80\|23.12\|22.44\|204077;2026-07-08\|21.04\|-6.78\|22.57\|22.79\|21.00\|317061;2026-07-09\|20.83\|-1.00\|21.05\|21.35\|20.24\|259587;2026-07-10\|20.64\|-0.91\|20.65\|21.00\|20.41\|230122
116013	国内硫磺、热法磷酸价格继续走高	磷化工+磷矿+磷酸铁+一季报增长行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年6月5日投资者关系活动记录表，公司依托自有磷矿资源推进磷产业链一体化布局，在建阿居洛呷磷矿290万吨/年采选工程和牛牛寨东段磷矿400万吨/年采矿工程，加快磷矿资源释放实现磷矿石自给。 2、据2026年6月5日投资者关系活动记录表，公司70万吨合成氨项目已试生产并满负荷运行，有效填补氮肥原料缺口并降低生产成本和能耗；宜城基地15万吨纯铁法磷酸铁项目正积极推进，已与当升科技、中创新航等建立稳定合作关系。 3、据2026年4月29日公告，公司2026年一季度实现营收61.02亿元，同比增长6.83%；归母净利润3.04亿元，同比增长19.62%。	公司围绕复合肥产业链深度开发为主营业务，复肥行业生产基地最多的供应商之一	2026-03-03\|15.23\|-4.81\|15.92\|16.16\|15.12\|452583;2026-03-04\|14.89\|-2.23\|15.04\|15.62\|14.73\|437333;2026-03-05\|15.13\|1.61\|15.08\|15.22\|14.82\|332755;2026-03-06\|15.50\|2.45\|15.06\|15.67\|15.01\|432362;2026-03-09\|15.55\|0.32\|15.75\|16.10\|15.35\|496430;2026-03-10\|15.03\|-3.34\|15.22\|15.71\|15.02\|337770;2026-03-11\|15.44\|2.73\|14.99\|15.55\|14.58\|443887;2026-03-12\|15.60\|1.04\|15.40\|15.95\|14.97\|459887;2026-03-13\|15.87\|1.73\|15.60\|16.45\|15.52\|550167;2026-03-16\|15.25\|-3.91\|15.82\|16.22\|15.15\|415535;2026-03-17\|14.81\|-2.89\|15.16\|15.58\|14.80\|275010;2026-03-18\|15.01\|1.35\|14.81\|15.09\|14.61\|193733;2026-03-19\|14.08\|-6.20\|14.99\|15.04\|13.88\|332994;2026-03-20\|13.82\|-1.85\|14.00\|14.25\|13.72\|262972;2026-03-23\|14.05\|1.66\|13.58\|14.80\|13.50\|531905;2026-03-24\|13.70\|-2.49\|14.23\|14.28\|13.06\|459488;2026-03-25\|14.30\|4.38\|13.70\|14.44\|13.69\|313779;2026-03-26\|14.16\|-0.98\|14.26\|14.53\|14.00\|147590;2026-03-27\|14.54\|2.68\|14.02\|14.85\|13.98\|276254;2026-03-30\|14.58\|0.28\|14.50\|14.79\|14.42\|168137;2026-03-31\|14.20\|-2.61\|14.51\|14.61\|14.17\|172718;2026-04-01\|14.35\|1.06\|14.38\|14.62\|14.25\|137887;2026-04-02\|13.90\|-3.14\|14.29\|14.35\|13.81\|179478;2026-04-03\|13.40\|-3.60\|13.93\|13.95\|13.21\|205961;2026-04-07\|13.68\|2.09\|13.36\|13.74\|13.30\|165016;2026-04-08\|14.05\|2.70\|13.95\|14.16\|13.65\|181670;2026-04-09\|14.17\|0.85\|13.91\|14.57\|13.72\|272206;2026-04-10\|14.64\|3.32\|14.29\|15.03\|14.10\|306932;2026-04-13\|15.02\|2.60\|14.61\|15.20\|14.28\|326833;2026-04-14\|15.64\|4.13\|15.20\|15.69\|14.92\|437672;2026-04-15\|14.54\|-7.03\|15.50\|15.57\|14.41\|481584;2026-04-16\|14.64\|0.69\|14.54\|14.87\|14.45\|234614;2026-04-17\|14.32\|-2.19\|14.73\|14.79\|14.28\|262018;2026-04-20\|14.13\|-1.33\|14.31\|14.47\|14.01\|218488;2026-04-21\|14.12\|-0.07\|14.10\|14.36\|13.78\|182597;2026-04-22\|14.31\|1.35\|14.18\|14.46\|14.09\|152046;2026-04-23\|14.22\|-0.63\|14.31\|14.39\|13.91\|167430;2026-04-24\|14.69\|3.31\|14.17\|14.94\|14.09\|334875;2026-04-27\|15.03\|2.31\|14.62\|15.23\|14.35\|309325;2026-04-28\|15.03\|0.00\|14.89\|15.19\|14.74\|253986;2026-04-29\|15.47\|2.93\|15.12\|15.60\|14.91\|306278;2026-04-30\|15.39\|-0.52\|15.53\|15.85\|15.32\|210111;2026-05-06\|15.52\|0.84\|15.30\|15.63\|15.13\|279751;2026-05-07\|15.07\|-2.90\|15.53\|15.55\|14.65\|364423;2026-05-08\|15.09\|0.13\|15.01\|15.40\|14.83\|193350;2026-05-11\|14.94\|-0.99\|15.18\|15.55\|14.90\|274593;2026-05-12\|14.42\|-3.48\|14.93\|15.04\|14.29\|252370;2026-05-13\|14.26\|-1.11\|14.50\|14.68\|14.13\|172640;2026-05-14\|14.10\|-1.12\|14.32\|14.32\|13.97\|184406;2026-05-15\|14.23\|0.92\|14.06\|14.73\|14.03\|276286;2026-05-18\|13.90\|-2.32\|14.30\|14.31\|13.76\|192544;2026-05-19\|13.27\|-4.53\|13.85\|13.90\|13.17\|247251;2026-05-20\|13.02\|-1.88\|13.27\|13.27\|12.97\|191183;2026-05-21\|12.87\|-1.15\|13.19\|13.55\|12.87\|172233;2026-05-22\|12.90\|0.23\|13.08\|13.18\|12.76\|153577;2026-05-25\|12.78\|-0.93\|12.80\|12.98\|12.62\|185337;2026-05-26\|12.97\|1.49\|12.77\|13.10\|12.53\|214016;2026-05-27\|13.15\|1.39\|12.95\|13.67\|12.88\|345054;2026-05-28\|12.95\|-1.52\|13.14\|13.31\|12.59\|211733;2026-05-29\|12.62\|-2.55\|12.95\|13.08\|12.56\|214481;2026-06-01\|12.55\|-0.55\|12.27\|12.68\|12.04\|221179;2026-06-02\|12.49\|-0.48\|12.60\|12.70\|12.23\|157363;2026-06-03\|12.60\|0.88\|12.41\|12.77\|12.26\|167962;2026-06-04\|12.13\|-3.73\|12.49\|12.57\|12.05\|165507;2026-06-05\|11.94\|-1.57\|12.08\|12.32\|11.90\|179347;2026-06-08\|11.51\|-3.60\|11.60\|11.96\|11.38\|201266;2026-06-09\|11.63\|1.04\|11.55\|11.65\|11.10\|182049;2026-06-10\|11.53\|-0.86\|11.50\|11.70\|11.40\|107609;2026-06-11\|11.89\|3.12\|11.69\|12.07\|11.62\|278474;2026-06-12\|12.13\|2.02\|11.89\|12.48\|11.69\|222446;2026-06-15\|12.53\|3.30\|12.19\|12.59\|12.17\|262573;2026-06-16\|12.23\|-2.39\|12.44\|12.60\|12.17\|171200;2026-06-17\|11.90\|-1.08\|12.13\|12.21\|11.86\|111192;2026-06-18\|11.45\|-3.78\|11.77\|12.01\|11.40\|170317;2026-06-22\|12.60\|10.04\|11.54\|12.60\|11.38\|298460;2026-06-23\|12.23\|-2.94\|12.91\|13.34\|12.18\|307874;2026-06-24\|12.61\|3.11\|12.40\|13.03\|12.11\|336329;2026-06-25\|12.26\|-2.78\|12.52\|12.53\|12.02\|282534;2026-06-26\|11.94\|-2.61\|12.22\|12.51\|11.77\|245089;2026-06-29\|11.82\|-1.00\|11.93\|12.10\|11.75\|185118;2026-06-30\|11.32\|-4.23\|11.72\|11.76\|11.11\|245235;2026-07-01\|11.43\|0.97\|11.21\|11.61\|11.13\|233910;2026-07-02\|11.30\|-1.14\|11.35\|11.56\|11.18\|187368;2026-07-03\|11.06\|-2.12\|11.42\|11.43\|10.97\|271240;2026-07-06\|11.22\|1.45\|11.04\|11.59\|10.91\|199938;2026-07-07\|11.00\|-1.96\|11.25\|11.33\|10.82\|181037;2026-07-08\|10.98\|-0.18\|10.97\|11.40\|10.88\|190905;2026-07-09\|10.59\|-3.55\|10.95\|11.04\|10.41\|244330;2026-07-10\|10.21\|-3.59\|10.50\|10.63\|10.20\|253850
116012	国内硫磺、热法磷酸价格继续走高	磷酸铁锂+硫循环降本+磷矿+国企行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据当升科技2026年6月16日公告，云天化引入当升科技合作的新能源电池材料项目已完成股权交割，双方首期合作建设15万吨/年磷酸铁锂项目和20万吨/年磷酸铁项目。 2、据2026年6月9日公告，公司董事会批准两大磷石膏制酸项目，总投资超27亿元，投产后将实现硫资源内部循环，增强硫资源自主保障能力，降低对高价外购硫磺的依赖。 3、据2026年6月12日机构调研，公司参股的聚磷新材已取得镇雄碗厂磷矿采矿权，正投资建设1000万吨/年采矿工程，未来将配套新能源材料及精细磷化工，控股股东承诺采矿权后3年内注入上市公司。 4、据2026年4月28日公告一季报，公司2026年一季度归母净利润14.25亿元，同比增长10.39%；公司通过集采降本、动态采购及精益生产，有效应对硫磺涨价，保持盈利韧性。	国内产能最大磷肥生产企业之一，我国最大的磷矿采选企业之一	2026-03-03\|41.18\|-6.39\|43.35\|43.99\|40.39\|1309558;2026-03-04\|41.07\|-0.27\|40.15\|42.66\|40.14\|923662;2026-03-05\|40.70\|-0.90\|41.84\|41.85\|40.38\|731627;2026-03-06\|42.67\|4.84\|40.41\|42.98\|39.97\|1041425;2026-03-09\|42.02\|-1.52\|43.47\|44.28\|41.84\|1238643;2026-03-10\|41.20\|-1.95\|40.80\|41.97\|40.77\|720127;2026-03-11\|41.99\|1.92\|41.09\|42.11\|40.28\|822150;2026-03-12\|42.25\|0.62\|42.30\|43.10\|40.83\|992882;2026-03-13\|43.13\|2.08\|42.39\|45.10\|42.39\|1253881;2026-03-16\|40.69\|-5.66\|43.58\|44.38\|40.50\|1232613;2026-03-17\|39.17\|-3.74\|40.30\|41.46\|39.17\|920916;2026-03-18\|38.72\|-1.15\|39.10\|39.15\|37.65\|650947;2026-03-19\|36.96\|-4.55\|38.75\|39.14\|36.59\|673343;2026-03-20\|37.21\|0.68\|36.89\|38.00\|36.67\|612994;2026-03-23\|36.69\|-1.40\|35.88\|38.17\|35.81\|759769;2026-03-24\|34.51\|-5.94\|35.81\|35.88\|33.10\|1186641;2026-03-25\|34.54\|0.09\|34.13\|35.13\|34.01\|672870;2026-03-26\|33.97\|-1.65\|34.50\|35.10\|33.75\|546516;2026-03-27\|34.78\|2.38\|33.48\|35.33\|33.41\|635349;2026-03-30\|34.98\|0.57\|34.79\|35.69\|34.73\|580225;2026-03-31\|33.39\|-4.55\|34.94\|35.05\|33.27\|560472;2026-04-01\|33.50\|0.33\|33.80\|33.96\|33.24\|393237;2026-04-02\|32.67\|-2.48\|33.29\|33.30\|32.00\|464516;2026-04-03\|31.44\|-3.76\|32.72\|32.79\|31.16\|597020;2026-04-07\|32.60\|3.69\|31.44\|32.72\|31.11\|508156;2026-04-08\|33.38\|2.39\|32.59\|33.43\|32.50\|595237;2026-04-09\|33.28\|-0.30\|33.00\|33.59\|32.75\|349838;2026-04-10\|33.46\|0.54\|33.60\|33.99\|33.12\|407398;2026-04-13\|33.28\|-0.54\|33.65\|33.79\|32.83\|445777;2026-04-14\|33.49\|0.63\|33.33\|33.53\|33.01\|371335;2026-04-15\|32.96\|-1.58\|33.66\|33.89\|32.91\|455651;2026-04-16\|33.81\|2.58\|33.00\|34.15\|32.90\|522186;2026-04-17\|33.36\|-1.33\|34.30\|34.30\|33.24\|573929;2026-04-20\|33.36\|0.00\|33.22\|33.54\|32.93\|421908;2026-04-21\|33.99\|1.89\|33.36\|34.40\|32.68\|563689;2026-04-22\|34.95\|2.82\|34.03\|35.28\|33.90\|773019;2026-04-23\|34.00\|-2.72\|34.95\|35.07\|33.88\|605800;2026-04-24\|35.67\|4.91\|33.80\|35.70\|33.76\|840330;2026-04-27\|35.19\|-1.35\|35.32\|35.59\|34.70\|637290;2026-04-28\|35.65\|1.31\|35.45\|36.62\|35.41\|791876;2026-04-29\|36.68\|2.89\|35.23\|36.78\|34.65\|730397;2026-04-30\|36.18\|-1.36\|36.44\|36.86\|35.93\|531323;2026-05-06\|36.18\|0.00\|36.28\|36.31\|35.00\|626022;2026-05-07\|35.10\|-2.99\|35.97\|35.97\|35.05\|632753;2026-05-08\|34.77\|-0.94\|35.00\|35.30\|34.53\|427477;2026-05-11\|35.03\|0.75\|34.76\|35.30\|34.60\|438917;2026-05-12\|34.19\|-2.40\|34.93\|34.96\|34.15\|402480;2026-05-13\|34.48\|0.85\|34.04\|34.68\|34.00\|346303;2026-05-14\|32.34\|-2.82\|33.44\|33.51\|32.34\|414002;2026-05-15\|32.35\|0.03\|32.23\|33.14\|32.19\|413938;2026-05-18\|31.61\|-2.29\|32.49\|32.99\|31.47\|404519;2026-05-19\|31.31\|-0.95\|31.61\|31.61\|30.90\|310513;2026-05-20\|31.67\|1.15\|31.05\|31.79\|30.80\|325333;2026-05-21\|31.58\|-0.28\|31.53\|32.62\|31.39\|387596;2026-05-22\|32.16\|1.84\|31.59\|32.58\|31.29\|335845;2026-05-25\|30.90\|-3.92\|32.00\|32.32\|30.75\|427687;2026-05-26\|32.03\|3.66\|30.84\|32.08\|30.56\|466334;2026-05-27\|31.27\|-2.37\|32.05\|32.76\|31.08\|365431;2026-05-28\|30.96\|-0.99\|31.50\|31.98\|30.65\|327330;2026-05-29\|30.64\|-1.03\|30.92\|31.22\|30.44\|340200;2026-06-01\|31.01\|1.21\|30.73\|31.39\|30.57\|318267;2026-06-02\|31.07\|0.19\|31.00\|31.32\|30.20\|301830;2026-06-03\|31.02\|-0.16\|30.83\|31.45\|30.51\|284718;2026-06-04\|30.22\|-2.58\|30.90\|30.92\|30.00\|368116;2026-06-05\|29.77\|-1.49\|30.05\|30.49\|29.60\|351043;2026-06-08\|28.93\|-2.82\|29.17\|29.67\|28.75\|337769;2026-06-09\|28.77\|-0.55\|29.23\|29.28\|28.09\|323611;2026-06-10\|28.70\|-0.24\|28.30\|29.10\|28.30\|242655;2026-06-11\|29.99\|4.49\|29.24\|30.28\|28.81\|548487;2026-06-12\|29.60\|-1.30\|29.56\|30.99\|28.96\|751424;2026-06-15\|31.22\|5.47\|30.20\|31.30\|30.20\|648562;2026-06-16\|30.62\|-1.92\|31.21\|31.99\|30.33\|521607;2026-06-17\|30.23\|-1.27\|30.22\|30.55\|29.47\|426182;2026-06-18\|29.57\|-2.18\|29.95\|30.51\|29.17\|415288;2026-06-22\|32.53\|10.01\|29.29\|32.53\|29.06\|941509;2026-06-23\|32.06\|-1.44\|32.97\|33.56\|31.81\|889230;2026-06-24\|34.12\|6.43\|31.70\|34.19\|31.70\|964316;2026-06-25\|33.50\|-1.82\|34.04\|34.44\|32.82\|765331;2026-06-26\|32.13\|-4.09\|33.58\|33.58\|32.10\|556939;2026-06-29\|31.96\|-0.53\|32.13\|32.96\|31.00\|476911;2026-06-30\|30.40\|-4.88\|31.65\|31.65\|30.07\|609547;2026-07-01\|31.10\|2.30\|30.01\|31.63\|29.68\|552688;2026-07-02\|31.49\|1.25\|30.75\|31.98\|30.00\|606664;2026-07-03\|30.60\|-2.83\|31.54\|31.61\|30.45\|448165;2026-07-06\|30.29\|-1.01\|30.25\|31.16\|30.01\|379687;2026-07-07\|28.86\|-4.72\|30.06\|30.18\|28.83\|408862;2026-07-08\|28.98\|0.42\|28.77\|29.04\|28.11\|294550;2026-07-09\|27.76\|-4.21\|28.83\|28.84\|27.37\|447638;2026-07-10\|27.27\|-1.77\|27.58\|27.85\|26.96\|308932
116011	国内硫磺、热法磷酸价格继续走高	磷化工+产品涨价+精制磷酸行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年4月28日公告，公司2026年一季度主要产品售价同比显著上涨，其中磷酸一铵均价同比上涨33.05%，磷酸二铵均价同比上涨20.53%。 2、公司是华东地区规模最大的磷复肥和磷化工一体化专业制造企业，主营产品为磷酸二铵、磷酸一铵、复合肥等，化肥产量在华东地区名列前茅，行业骨干地位突出。 3、据2025年年报，公司积极延伸新能源材料产业链，目前本部及子公司电池级精制磷酸已发展到15万吨/年产能，并拟通过再融资支持子公司湖北徽阳28万吨/年精制磷酸项目建设。	华东地区规模最大的磷复肥和磷化工一体化专业制造企业	2026-03-03\|7.59\|-9.96\|8.00\|8.16\|7.59\|956664;2026-03-04\|7.92\|4.35\|7.30\|8.22\|7.21\|846793;2026-03-05\|7.61\|-3.91\|7.88\|7.90\|7.52\|660268;2026-03-06\|8.37\|9.99\|7.45\|8.37\|7.36\|1025250;2026-03-09\|8.65\|3.35\|8.75\|9.21\|8.51\|1876860;2026-03-10\|8.24\|-4.74\|7.79\|8.39\|7.79\|1212002;2026-03-11\|8.66\|5.10\|8.20\|8.74\|8.01\|1315737;2026-03-12\|8.47\|-2.19\|8.73\|9.00\|8.38\|1250018;2026-03-13\|8.53\|0.71\|8.48\|9.09\|8.33\|1187016;2026-03-16\|9.06\|6.21\|8.51\|9.38\|8.51\|1625124;2026-03-17\|8.88\|-1.99\|8.50\|9.44\|8.18\|1525298;2026-03-18\|8.00\|-9.91\|8.52\|8.58\|7.99\|998764;2026-03-19\|7.51\|-6.12\|8.15\|8.28\|7.50\|732200;2026-03-20\|6.80\|-9.45\|7.27\|7.35\|6.80\|739385;2026-03-23\|6.86\|0.88\|6.60\|7.11\|6.53\|692457;2026-03-24\|6.92\|0.87\|6.87\|6.94\|6.61\|550963;2026-03-25\|6.97\|0.72\|6.81\|6.99\|6.80\|482622;2026-03-26\|6.75\|-3.16\|6.97\|7.13\|6.70\|529484;2026-03-27\|7.43\|10.07\|6.68\|7.43\|6.67\|828474;2026-03-30\|7.45\|0.27\|7.50\|7.73\|7.40\|858560;2026-03-31\|7.08\|-4.97\|7.51\|7.54\|7.06\|544477;2026-04-01\|7.03\|-0.71\|7.16\|7.25\|7.00\|361369;2026-04-02\|6.91\|-1.71\|7.03\|7.10\|6.85\|288671;2026-04-03\|6.41\|-7.24\|6.90\|6.91\|6.40\|378782;2026-04-07\|7.05\|9.98\|6.42\|7.05\|6.36\|497639;2026-04-08\|7.03\|-0.28\|6.90\|7.05\|6.81\|545749;2026-04-09\|7.01\|-0.28\|7.10\|7.31\|6.97\|489451;2026-04-10\|6.98\|-0.43\|7.09\|7.10\|6.88\|319899;2026-04-13\|7.13\|2.15\|7.07\|7.15\|6.86\|437800;2026-04-14\|7.00\|-1.82\|7.10\|7.14\|6.91\|305733;2026-04-15\|6.73\|-3.86\|6.96\|6.98\|6.71\|271748;2026-04-16\|6.86\|1.93\|6.73\|6.90\|6.70\|254240;2026-04-17\|6.78\|-1.17\|6.86\|6.94\|6.71\|228272;2026-04-20\|6.86\|1.18\|6.77\|6.90\|6.71\|232476;2026-04-21\|6.86\|0.00\|6.80\|6.88\|6.64\|300993;2026-04-22\|6.88\|0.29\|6.83\|6.94\|6.75\|245350;2026-04-23\|6.84\|-0.58\|6.87\|6.95\|6.66\|270527;2026-04-24\|7.07\|3.36\|6.80\|7.26\|6.78\|650167;2026-04-27\|6.91\|-2.26\|6.90\|6.93\|6.70\|377233;2026-04-28\|6.99\|1.16\|6.78\|7.18\|6.78\|378098;2026-04-29\|7.15\|2.29\|6.99\|7.17\|6.84\|412499;2026-04-30\|6.98\|-2.38\|7.19\|7.19\|6.95\|302672;2026-05-06\|6.94\|-0.57\|6.96\|6.98\|6.79\|264917;2026-05-07\|6.65\|-4.18\|6.95\|6.96\|6.56\|517698;2026-05-08\|6.72\|1.05\|6.64\|6.76\|6.60\|243348;2026-05-11\|6.68\|-0.60\|6.74\|6.89\|6.67\|306697;2026-05-12\|6.40\|-4.19\|6.68\|6.71\|6.35\|316466;2026-05-13\|6.45\|0.78\|6.45\|6.50\|6.34\|181359;2026-05-14\|6.30\|-2.33\|6.45\|6.52\|6.30\|251550;2026-05-15\|6.32\|0.32\|6.30\|6.70\|6.30\|353649;2026-05-18\|6.22\|-1.58\|6.36\|6.40\|6.13\|232905;2026-05-19\|6.08\|-2.25\|6.20\|6.21\|6.00\|206352;2026-05-20\|5.97\|-1.81\|6.05\|6.06\|5.91\|161354;2026-05-21\|5.69\|-4.69\|5.94\|6.03\|5.67\|201671;2026-05-22\|5.85\|2.81\|5.71\|5.91\|5.66\|170883;2026-05-25\|5.72\|-2.22\|5.85\|5.86\|5.62\|175498;2026-05-26\|5.72\|0.00\|5.72\|5.77\|5.54\|193344;2026-05-27\|5.48\|-4.20\|5.69\|5.73\|5.40\|185419;2026-05-28\|5.53\|0.91\|5.48\|5.57\|5.41\|106041;2026-05-29\|5.36\|-3.07\|5.53\|5.55\|5.35\|133980;2026-06-01\|5.66\|5.60\|5.40\|5.68\|5.36\|215717;2026-06-02\|5.49\|-3.00\|5.67\|5.68\|5.39\|163569;2026-06-03\|5.48\|-0.18\|5.50\|5.54\|5.42\|118980;2026-06-04\|5.48\|0.00\|5.49\|5.53\|5.40\|158682;2026-06-05\|5.49\|0.18\|5.46\|5.53\|5.25\|208128;2026-06-08\|5.28\|-3.83\|5.41\|5.58\|5.21\|195097;2026-06-09\|5.23\|-0.95\|5.31\|5.35\|5.13\|161425;2026-06-10\|5.15\|-1.53\|5.19\|5.29\|5.09\|152309;2026-06-11\|5.67\|10.10\|5.50\|5.67\|5.50\|150479;2026-06-12\|5.99\|5.64\|5.70\|6.21\|5.31\|806216;2026-06-15\|5.84\|-2.50\|5.78\|5.96\|5.71\|510163;2026-06-16\|5.89\|0.86\|5.83\|6.02\|5.67\|418954;2026-06-17\|5.55\|-5.77\|5.80\|5.82\|5.51\|320202;2026-06-18\|5.37\|-3.24\|5.51\|5.64\|5.30\|231188;2026-06-22\|5.91\|10.06\|5.37\|5.91\|5.37\|381222;2026-06-23\|6.50\|9.98\|6.16\|6.50\|6.16\|990825;2026-06-24\|6.41\|-1.38\|6.45\|6.60\|6.18\|944569;2026-06-25\|6.48\|1.09\|6.32\|6.58\|6.20\|801298;2026-06-26\|6.07\|-6.33\|6.30\|6.44\|6.04\|495044;2026-06-29\|5.94\|-2.14\|6.12\|6.23\|5.78\|365456;2026-06-30\|5.80\|-2.36\|5.88\|5.96\|5.63\|351639;2026-07-01\|6.38\|10.00\|5.80\|6.38\|5.78\|548699;2026-07-02\|6.40\|0.31\|6.38\|6.86\|6.25\|864887;2026-07-03\|6.08\|-5.00\|6.40\|6.46\|6.03\|518040;2026-07-06\|6.69\|10.03\|6.13\|6.69\|6.04\|637965;2026-07-07\|6.90\|3.14\|6.66\|7.17\|6.47\|1080386;2026-07-08\|6.68\|-3.19\|6.70\|6.91\|6.30\|675045;2026-07-09\|6.77\|1.35\|6.58\|6.77\|6.46\|631793;2026-07-10\|6.96\|2.81\|6.60\|7.26\|6.47\|793995
116010	国内硫磺、热法磷酸价格继续走高	黄磷+磷化工+扭亏为盈行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年4月28日公告，2026年一季度公司实现归母净利润2758.34万元，同比扭亏为盈，主要系受黄磷价格上涨及国际形势影响，公司实施精益管理，业绩较上年同期实现大幅增长所致。 2、据2025年年报，公司拥有16万吨/年的黄磷生产能力，产能位居全国前列，并形成“矿山-电力-黄磷-精细磷化工系列产品”的生产经营模式，是国内精细磷化工龙头企业。 3、据2025年年报，公司深耕磷化工产业，主营黄磷、磷酸及磷酸盐等产品，致力于向高纯化学品、磷系新材料等高附加值领域延伸。	国内磷酸龙头；全固态电池关键原料五硫化二磷需由超纯黄磷+硫磺合成，1GW固态电池需450吨黄磷（135吨超纯黄磷），用量为硫化锂的150%	2026-03-03\|12.19\|-7.79\|13.40\|13.42\|12.15\|713938;2026-03-04\|12.49\|2.46\|11.93\|13.34\|11.90\|695740;2026-03-05\|12.67\|1.44\|12.74\|12.86\|12.41\|445801;2026-03-06\|13.11\|3.47\|12.58\|13.29\|12.43\|677356;2026-03-09\|12.92\|-1.45\|13.16\|13.55\|12.80\|544971;2026-03-10\|12.74\|-1.39\|12.54\|12.95\|12.54\|333288;2026-03-11\|12.90\|1.26\|12.73\|13.09\|12.63\|390573;2026-03-12\|12.90\|0.00\|13.15\|13.30\|12.61\|523886;2026-03-13\|13.66\|5.89\|12.83\|14.19\|12.83\|892796;2026-03-16\|13.14\|-3.81\|13.53\|14.10\|12.88\|740534;2026-03-17\|12.60\|-4.11\|12.94\|13.55\|12.60\|553330;2026-03-18\|12.25\|-2.78\|12.41\|12.49\|11.98\|388648;2026-03-19\|11.75\|-4.08\|12.40\|12.48\|11.61\|361567;2026-03-20\|11.29\|-3.91\|11.58\|11.83\|11.23\|277538;2026-03-23\|10.65\|-5.67\|10.99\|11.24\|10.54\|342871;2026-03-24\|10.90\|2.35\|10.80\|10.94\|10.47\|250963;2026-03-25\|11.24\|3.12\|10.98\|11.41\|10.88\|217817;2026-03-26\|11.02\|-1.96\|11.25\|11.44\|11.00\|197330;2026-03-27\|11.74\|6.53\|10.88\|11.95\|10.88\|375684;2026-03-30\|11.87\|1.11\|11.60\|12.05\|11.53\|282999;2026-03-31\|11.36\|-4.30\|11.71\|11.88\|11.36\|184278;2026-04-01\|11.40\|0.35\|11.59\|11.67\|11.32\|135703;2026-04-02\|11.11\|-2.54\|11.35\|11.35\|11.01\|135886;2026-04-03\|11.05\|-0.54\|11.22\|11.28\|10.84\|140671;2026-04-07\|11.41\|3.26\|10.95\|11.49\|10.92\|177135;2026-04-08\|11.59\|1.58\|11.41\|11.63\|11.20\|249799;2026-04-09\|11.89\|2.59\|11.42\|12.08\|11.42\|302179;2026-04-10\|12.44\|4.63\|11.90\|12.83\|11.80\|497818;2026-04-13\|12.70\|2.09\|12.55\|12.74\|12.30\|329542;2026-04-14\|13.58\|6.93\|12.85\|13.64\|12.70\|499050;2026-04-15\|12.98\|-4.42\|13.48\|13.60\|12.88\|390802;2026-04-16\|13.19\|1.62\|12.94\|13.55\|12.70\|298744;2026-04-17\|13.01\|-1.36\|13.16\|13.40\|12.90\|247550;2026-04-20\|12.46\|-4.23\|12.94\|12.99\|12.35\|322198;2026-04-21\|12.28\|-1.44\|12.49\|12.52\|12.00\|215503;2026-04-22\|12.66\|3.09\|12.25\|12.97\|12.17\|286916;2026-04-23\|12.72\|0.47\|12.66\|13.15\|12.48\|331694;2026-04-24\|13.35\|4.95\|12.54\|13.56\|12.54\|373607;2026-04-27\|13.00\|-2.62\|13.25\|13.28\|12.81\|310499;2026-04-28\|12.73\|-2.08\|12.90\|13.28\|12.63\|262537;2026-04-29\|13.36\|4.95\|12.70\|13.38\|12.56\|330001;2026-04-30\|13.21\|-1.12\|13.24\|13.39\|12.87\|257541;2026-05-06\|13.77\|4.24\|13.21\|14.08\|13.08\|362028;2026-05-07\|13.41\|-2.61\|14.00\|14.00\|12.47\|751574;2026-05-08\|14.75\|9.99\|13.60\|14.75\|13.60\|824669;2026-05-11\|16.23\|10.03\|14.75\|16.23\|14.60\|600297;2026-05-12\|15.30\|-5.73\|16.23\|16.39\|15.06\|952469;2026-05-13\|14.90\|-2.61\|15.30\|15.64\|14.41\|748025;2026-05-14\|14.51\|-2.62\|15.00\|15.59\|14.51\|552107;2026-05-15\|15.47\|6.62\|14.49\|15.68\|14.49\|758076;2026-05-18\|16.22\|4.85\|15.75\|16.88\|15.75\|635364;2026-05-19\|15.86\|-2.22\|16.04\|16.80\|15.77\|540936;2026-05-20\|15.63\|-1.45\|15.80\|15.93\|14.84\|466545;2026-05-21\|14.30\|-8.51\|15.59\|15.71\|14.28\|435345;2026-05-22\|14.53\|1.61\|14.50\|14.86\|13.87\|394710;2026-05-25\|13.75\|-5.37\|14.35\|14.44\|13.44\|376327;2026-05-26\|14.40\|4.73\|13.70\|14.69\|13.43\|481946;2026-05-27\|12.96\|-10.00\|14.30\|14.40\|12.96\|478157;2026-05-28\|12.60\|-2.78\|12.90\|13.28\|12.50\|330935;2026-05-29\|12.25\|-2.78\|12.60\|12.88\|12.18\|261828;2026-06-01\|12.09\|-1.31\|12.33\|12.50\|12.05\|197346;2026-06-02\|11.89\|-1.65\|12.18\|12.21\|11.60\|204572;2026-06-03\|13.08\|10.01\|12.01\|13.08\|11.90\|313091;2026-06-04\|13.99\|6.96\|13.12\|14.04\|12.80\|666857;2026-06-05\|13.94\|-0.36\|13.91\|14.31\|13.68\|474953;2026-06-08\|13.35\|-4.23\|14.50\|14.80\|12.90\|707129;2026-06-09\|12.28\|-8.02\|13.80\|13.84\|12.02\|731752;2026-06-10\|12.53\|2.04\|12.28\|13.18\|11.92\|535553;2026-06-11\|12.56\|0.24\|13.30\|13.78\|12.41\|834990;2026-06-12\|12.85\|2.31\|12.15\|13.36\|12.15\|824591;2026-06-15\|13.57\|5.60\|12.80\|13.64\|12.70\|595113;2026-06-16\|13.85\|2.06\|13.39\|14.60\|13.39\|706403;2026-06-17\|13.41\|-3.18\|13.72\|13.88\|13.36\|419995;2026-06-18\|13.28\|-0.97\|13.42\|14.07\|13.12\|445594;2026-06-22\|14.61\|10.02\|13.58\|14.61\|13.46\|679019;2026-06-23\|13.81\|-5.48\|14.79\|15.19\|13.74\|672428;2026-06-24\|14.48\|4.85\|13.70\|14.84\|13.61\|648001;2026-06-25\|15.29\|5.59\|14.23\|15.93\|13.52\|1099644;2026-06-26\|14.66\|-4.12\|14.81\|15.81\|14.40\|812485;2026-06-29\|14.07\|-4.02\|14.72\|15.30\|13.66\|641447;2026-06-30\|14.21\|0.99\|13.83\|14.34\|13.50\|498250;2026-07-01\|13.89\|-2.25\|14.01\|14.44\|13.62\|567687;2026-07-02\|13.52\|-2.66\|13.74\|14.41\|13.31\|469242;2026-07-03\|12.71\|-5.99\|13.35\|13.38\|12.70\|459704;2026-07-06\|12.87\|1.26\|12.73\|13.27\|12.66\|324420;2026-07-07\|11.79\|-8.39\|12.78\|12.78\|11.75\|373413;2026-07-08\|10.88\|-7.72\|11.82\|11.82\|10.76\|366175;2026-07-09\|10.72\|-1.47\|10.99\|11.01\|10.30\|291406;2026-07-10\|10.86\|1.31\|10.66\|10.95\|10.55\|220791
116009	国内硫磺、热法磷酸价格继续走高	磷化工+锂矿行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年4月28日年报，公司拥有磷矿资源储量约1.3亿吨，原矿产能410万吨/年，2025年生产磷矿231.15万吨，工业级磷酸一铵产量38.67万吨，系全球产销量领先的工业级磷酸一铵生产企业。 2、据2026年5月28日互动易，公司间接控股的金川斯曼措沟锂辉石矿探矿权延续申请已获自然资源部受理，探获Li2O资源量14,927吨，达中型矿床规模，拟推进探转采工作。	公司主营磷化工产品工业磷酸一铵，拟置入控股股东锂矿资产	2026-03-03\|12.79\|-5.12\|13.43\|13.55\|12.76\|1202146;2026-03-04\|13.20\|3.21\|12.60\|13.65\|12.55\|1170264;2026-03-05\|13.03\|-1.29\|13.49\|13.58\|12.97\|803930;2026-03-06\|13.26\|1.77\|13.00\|13.40\|12.80\|941602;2026-03-09\|13.13\|-0.98\|13.54\|13.54\|13.06\|1007139;2026-03-10\|12.83\|-2.28\|12.99\|13.22\|12.75\|831170;2026-03-11\|12.98\|1.17\|12.75\|13.10\|12.66\|722121;2026-03-12\|13.04\|0.46\|13.12\|13.27\|12.78\|969236;2026-03-13\|13.33\|2.22\|13.06\|13.67\|13.06\|1461989;2026-03-16\|13.05\|-2.10\|13.30\|13.86\|12.98\|1195418;2026-03-17\|12.70\|-2.68\|12.96\|13.57\|12.67\|977673;2026-03-18\|12.35\|-2.76\|12.60\|12.69\|12.19\|735711;2026-03-19\|11.85\|-4.05\|12.32\|12.45\|11.77\|609270;2026-03-20\|11.36\|-4.13\|11.76\|11.85\|11.36\|617866;2026-03-23\|11.41\|0.44\|11.03\|11.74\|10.91\|819636;2026-03-24\|11.29\|-1.05\|11.50\|11.59\|10.96\|587344;2026-03-25\|11.54\|2.21\|11.28\|11.67\|11.23\|571966;2026-03-26\|11.38\|-1.39\|11.55\|11.66\|11.35\|369082;2026-03-27\|11.85\|4.13\|11.24\|12.02\|11.20\|729253;2026-03-30\|11.95\|0.84\|11.77\|12.06\|11.74\|515976;2026-03-31\|11.53\|-3.51\|11.87\|12.00\|11.51\|383354;2026-04-01\|11.59\|0.52\|11.75\|11.82\|11.49\|318065;2026-04-02\|11.30\|-2.50\|11.56\|11.58\|11.27\|255540;2026-04-03\|10.94\|-3.19\|11.36\|11.39\|10.94\|305353;2026-04-07\|11.34\|3.66\|10.94\|11.38\|10.90\|357643;2026-04-08\|11.58\|2.12\|11.40\|11.58\|11.21\|387767;2026-04-09\|11.40\|-1.55\|11.57\|11.57\|11.37\|263070;2026-04-10\|11.47\|0.61\|11.46\|11.64\|11.39\|304538;2026-04-13\|11.57\|0.87\|11.46\|11.62\|11.39\|288155;2026-04-14\|11.58\|0.09\|11.63\|11.63\|11.44\|242725;2026-04-15\|11.35\|-1.99\|11.61\|11.64\|11.30\|341581;2026-04-16\|11.47\|1.06\|11.35\|11.55\|11.29\|271217;2026-04-17\|11.48\|0.09\|11.50\|11.60\|11.40\|286929;2026-04-20\|11.47\|-0.09\|11.44\|11.55\|11.37\|272604;2026-04-21\|11.55\|0.70\|11.50\|11.63\|11.31\|344030;2026-04-22\|11.62\|0.61\|11.56\|11.69\|11.51\|339002;2026-04-23\|11.43\|-1.64\|11.62\|11.66\|11.34\|339695;2026-04-24\|11.66\|2.01\|11.37\|11.76\|11.37\|491843;2026-04-27\|11.44\|-1.89\|11.67\|11.68\|11.38\|384870;2026-04-28\|10.86\|-5.07\|11.25\|11.25\|10.81\|742587;2026-04-29\|11.19\|3.04\|10.79\|11.25\|10.71\|437596;2026-04-30\|10.95\|-2.14\|11.18\|11.23\|10.87\|354753;2026-05-06\|10.93\|-0.18\|11.01\|11.06\|10.87\|355839;2026-05-07\|10.82\|-1.01\|10.94\|10.96\|10.77\|413371;2026-05-08\|10.87\|0.46\|10.80\|10.92\|10.78\|309827;2026-05-11\|10.95\|0.74\|10.92\|11.09\|10.90\|425000;2026-05-12\|10.80\|-1.37\|10.98\|10.99\|10.76\|353534;2026-05-13\|10.75\|-0.46\|10.80\|10.82\|10.70\|280273;2026-05-14\|10.41\|-3.16\|10.76\|10.76\|10.40\|434468;2026-05-15\|10.32\|-0.86\|10.39\|10.58\|10.31\|248564;2026-05-18\|10.03\|-2.81\|10.18\|10.27\|10.01\|297633;2026-05-19\|10.08\|0.50\|10.03\|10.13\|9.85\|283600;2026-05-20\|9.87\|-2.08\|10.00\|10.04\|9.83\|213510;2026-05-21\|9.73\|-1.42\|9.94\|10.05\|9.72\|266679;2026-05-22\|9.73\|0.00\|9.74\|9.82\|9.65\|176049;2026-05-25\|9.49\|-2.47\|9.77\|9.79\|9.46\|273488;2026-05-26\|9.55\|0.63\|9.45\|9.55\|9.33\|231661;2026-05-27\|9.17\|-3.98\|9.55\|9.63\|9.14\|288670;2026-05-28\|9.14\|-0.33\|9.17\|9.23\|9.00\|213683;2026-05-29\|9.05\|-0.98\|9.15\|9.19\|9.00\|217244;2026-06-01\|9.15\|1.10\|9.00\|9.20\|8.96\|164611;2026-06-02\|8.94\|-2.30\|9.18\|9.18\|8.86\|228709;2026-06-03\|8.87\|-0.78\|8.97\|8.97\|8.80\|192558;2026-06-04\|8.66\|-2.37\|8.83\|8.84\|8.58\|226934;2026-06-05\|8.62\|-0.46\|8.66\|8.75\|8.54\|213315;2026-06-08\|8.27\|-4.06\|8.45\|8.60\|8.18\|242547;2026-06-09\|8.32\|0.60\|8.32\|8.38\|8.18\|201718;2026-06-10\|8.28\|-0.48\|8.26\|8.38\|8.22\|177372;2026-06-11\|8.88\|7.25\|8.35\|9.07\|8.35\|740752;2026-06-12\|8.88\|1.02\|8.69\|9.00\|8.40\|682200;2026-06-15\|8.93\|0.56\|8.84\|9.08\|8.80\|464919;2026-06-16\|8.90\|-0.34\|8.92\|9.00\|8.74\|332716;2026-06-17\|8.58\|-3.60\|8.85\|8.85\|8.53\|339386;2026-06-18\|8.42\|-1.86\|8.56\|8.62\|8.38\|250062;2026-06-22\|9.26\|9.98\|8.59\|9.26\|8.53\|301297;2026-06-23\|9.59\|3.56\|9.82\|9.95\|9.56\|1084595;2026-06-24\|9.88\|3.02\|9.50\|9.95\|9.42\|873951;2026-06-25\|10.28\|4.05\|9.69\|10.84\|9.61\|1223105;2026-06-26\|10.11\|-1.65\|10.02\|10.57\|9.73\|848726;2026-06-29\|9.45\|-6.53\|9.85\|9.91\|9.41\|550877;2026-06-30\|9.17\|-2.96\|9.31\|9.40\|9.05\|453916;2026-07-01\|9.50\|3.60\|9.09\|9.58\|9.06\|477131;2026-07-02\|9.46\|-0.42\|9.40\|9.75\|9.25\|426247;2026-07-03\|9.20\|-2.75\|9.39\|9.48\|9.17\|305522;2026-07-06\|9.32\|1.30\|9.19\|9.50\|9.18\|295422;2026-07-07\|9.34\|0.21\|9.44\|9.45\|9.18\|283784;2026-07-08\|8.42\|-9.85\|9.23\|9.30\|8.41\|589620;2026-07-09\|8.15\|-3.21\|8.37\|8.45\|8.00\|389257;2026-07-10\|8.19\|0.49\|8.10\|8.30\|7.91\|272530
116008	SK海力士尝试“以钼代钨”	铝+航空铝材+高分红+印尼扩产行业原因：据21世纪经济报道3月29日报道，阿联酋环球铝业与巴林铝业周末相继证实遭伊朗袭击，此次遭袭的两家企业合计产能占全球总产能超6%，LME铝价创四年新高。公司原因： 1、据2026年1月20日公告，公司拟追加投资43,657万美元在印尼宾坦工业园新建年产25万吨电解铝二期项目，建成后印尼园区总产能将达50万吨，依托当地氧化铝资源降本增效。 2、据2026年3月27日年报，公司形成热电-氧化铝-电解铝-熔铸-铝型材/热轧-冷轧-箔轧-废铝回收的完整铝加工产业链，产品涵盖汽车板、航空板、罐料、动力电池箔等，是国内汽车铝板制造领航者，并同时为中商飞、空客、波音供货。 3、据2026年3月27日公告，公司2025年度拟派发现金分红49.95亿元，占归母净利润105.49%，并明确2024-2026年现金分红比例不低于当年可分配利润40%，同步推进股份回购注销。	民企高端铝材龙头	2026-03-03\|7.20\|-2.83\|7.33\|7.59\|7.16\|4154734;2026-03-04\|7.76\|7.78\|7.18\|7.85\|7.18\|5560152;2026-03-05\|7.76\|0.00\|8.00\|8.00\|7.71\|4298856;2026-03-06\|7.44\|-4.12\|7.58\|7.67\|7.25\|3128140;2026-03-09\|7.45\|0.13\|7.61\|7.70\|7.35\|3292197;2026-03-10\|7.33\|-1.61\|7.26\|7.35\|7.18\|2293039;2026-03-11\|7.35\|0.27\|7.40\|7.42\|7.27\|1908346;2026-03-12\|7.64\|3.95\|7.39\|7.79\|7.39\|4083387;2026-03-13\|7.37\|-3.53\|7.64\|7.76\|7.32\|2976396;2026-03-16\|7.15\|-2.99\|7.37\|7.50\|6.97\|2954778;2026-03-17\|6.81\|-4.76\|7.20\|7.35\|6.78\|3064259;2026-03-18\|6.56\|-3.67\|6.69\|6.74\|6.50\|2695805;2026-03-19\|6.11\|-6.86\|6.43\|6.43\|6.07\|3566120;2026-03-20\|6.00\|-1.80\|6.05\|6.19\|5.98\|2146481;2026-03-23\|5.76\|-4.00\|5.80\|5.97\|5.70\|2583468;2026-03-24\|5.88\|2.08\|5.88\|5.90\|5.68\|2009349;2026-03-25\|6.06\|3.06\|5.99\|6.14\|5.98\|2492240;2026-03-26\|6.00\|-0.99\|6.05\|6.13\|5.97\|1543583;2026-03-27\|5.90\|-1.67\|5.79\|5.99\|5.76\|1912463;2026-03-30\|6.49\|10.00\|6.27\|6.49\|6.10\|5686250;2026-03-31\|6.13\|-5.55\|6.55\|6.58\|6.11\|4114187;2026-04-01\|6.17\|0.65\|6.23\|6.26\|6.06\|2230332;2026-04-02\|6.18\|0.16\|6.24\|6.34\|6.14\|2312909;2026-04-03\|5.94\|-3.88\|6.17\|6.17\|5.88\|1923127;2026-04-07\|6.09\|2.53\|5.95\|6.15\|5.80\|1908653;2026-04-08\|6.32\|3.78\|6.27\|6.36\|6.23\|2668439;2026-04-09\|6.32\|0.00\|6.25\|6.39\|6.18\|2004174;2026-04-10\|6.24\|-1.27\|6.35\|6.36\|6.23\|1616251;2026-04-13\|6.16\|-1.28\|6.20\|6.22\|6.09\|1515033;2026-04-14\|6.38\|3.57\|6.28\|6.39\|6.23\|3338437;2026-04-15\|6.20\|-2.82\|6.38\|6.40\|6.18\|2246670;2026-04-16\|6.39\|3.06\|6.26\|6.40\|6.25\|2557233;2026-04-17\|6.39\|0.00\|6.39\|6.42\|6.32\|1511007;2026-04-20\|6.21\|-2.82\|6.37\|6.37\|6.17\|2818411;2026-04-21\|6.15\|-0.97\|6.20\|6.20\|6.09\|1529518;2026-04-22\|6.15\|0.00\|6.09\|6.19\|6.06\|1649984;2026-04-23\|6.02\|-2.11\|6.16\|6.18\|5.98\|1719808;2026-04-24\|5.87\|-2.49\|5.93\|5.98\|5.77\|2971047;2026-04-27\|5.86\|-0.17\|5.87\|5.87\|5.80\|1392829;2026-04-28\|5.29\|-9.73\|5.53\|5.53\|5.27\|4994569;2026-04-29\|5.41\|2.27\|5.23\|5.42\|5.20\|2597293;2026-04-30\|5.37\|-0.74\|5.38\|5.40\|5.30\|2035101;2026-05-06\|5.48\|2.05\|5.40\|5.49\|5.31\|2669539;2026-05-07\|5.52\|0.73\|5.49\|5.53\|5.43\|2091519;2026-05-08\|5.56\|0.72\|5.48\|5.64\|5.45\|2147736;2026-05-11\|5.53\|-0.54\|5.57\|5.61\|5.50\|2183256;2026-05-12\|5.49\|-0.72\|5.58\|5.65\|5.47\|2033256;2026-05-13\|5.58\|1.64\|5.49\|5.64\|5.48\|1933421;2026-05-14\|5.46\|-2.15\|5.58\|5.66\|5.46\|2181337;2026-05-15\|5.22\|-4.40\|5.44\|5.44\|5.19\|2366561;2026-05-18\|5.19\|-0.57\|5.15\|5.23\|5.04\|1608852;2026-05-19\|5.28\|1.73\|5.24\|5.29\|5.16\|1585327;2026-05-20\|5.20\|1.17\|5.18\|5.23\|5.12\|1413852;2026-05-21\|5.05\|-2.88\|5.22\|5.34\|5.04\|1905053;2026-05-22\|5.28\|4.55\|5.08\|5.33\|5.02\|2268428;2026-05-25\|5.22\|-1.14\|5.32\|5.37\|5.18\|1630728;2026-05-26\|5.68\|8.81\|5.30\|5.74\|5.23\|6110301;2026-05-27\|5.34\|-5.99\|5.60\|5.66\|5.31\|4384913;2026-05-28\|5.18\|-3.00\|5.26\|5.28\|5.13\|2872015;2026-05-29\|5.20\|0.39\|5.22\|5.43\|5.18\|3069612;2026-06-01\|5.25\|0.96\|5.24\|5.37\|5.19\|1932929;2026-06-02\|5.32\|1.33\|5.28\|5.37\|5.23\|2096610;2026-06-03\|5.27\|-0.94\|5.30\|5.33\|5.21\|2285305;2026-06-04\|4.99\|-5.31\|5.18\|5.19\|4.96\|3495677;2026-06-05\|4.89\|-2.00\|4.93\|5.01\|4.87\|1864923;2026-06-08\|4.59\|-6.13\|4.68\|4.73\|4.55\|2310594;2026-06-09\|4.59\|0.00\|4.62\|4.63\|4.45\|1825059;2026-06-10\|4.56\|-0.65\|4.51\|4.59\|4.45\|1417650;2026-06-11\|4.58\|0.44\|4.51\|4.61\|4.49\|1401631;2026-06-12\|4.73\|3.28\|4.65\|4.84\|4.59\|2667037;2026-06-15\|4.81\|1.69\|4.79\|4.89\|4.73\|2363613;2026-06-16\|4.69\|-2.49\|4.71\|4.76\|4.65\|1776050;2026-06-17\|4.63\|-1.28\|4.67\|4.72\|4.59\|1409384;2026-06-18\|4.53\|-2.16\|4.59\|4.71\|4.51\|1819445;2026-06-22\|4.76\|5.08\|4.53\|4.77\|4.47\|2573751;2026-06-23\|4.45\|-6.51\|4.70\|4.72\|4.45\|2676956;2026-06-24\|4.38\|-1.57\|4.44\|4.44\|4.32\|1923149;2026-06-25\|4.29\|-2.05\|4.28\|4.35\|4.22\|1911166;2026-06-26\|4.09\|-4.66\|4.29\|4.31\|4.07\|2126683;2026-06-29\|4.12\|0.73\|4.09\|4.16\|4.00\|1613216;2026-06-30\|3.99\|-3.16\|4.04\|4.06\|3.95\|2033379;2026-07-01\|4.03\|1.00\|3.97\|4.09\|3.91\|1805750;2026-07-02\|4.07\|0.99\|4.03\|4.15\|4.03\|1910538;2026-07-03\|4.17\|2.46\|4.12\|4.26\|4.12\|2283398;2026-07-06\|4.19\|0.48\|4.19\|4.31\|4.17\|1668784;2026-07-07\|4.09\|-2.39\|4.17\|4.17\|4.07\|1191352;2026-07-08\|4.03\|-1.47\|4.08\|4.13\|4.03\|1142257;2026-07-09\|4.01\|-0.50\|4.00\|4.04\|3.89\|1611759;2026-07-10\|4.08\|1.75\|4.00\|4.17\|3.96\|1877660
116007	SK海力士尝试“以钼代钨”	氧化铝龙头+一季报增长+央企行业原因：据界面新闻，全球最大的铝土矿生产国几内亚计划于2026年6月正式出台针对铝土矿的出口管制与改革措施，核心目的是通过控制出口总量来遏制矿价跌势并促使其回升。公司原因： 1、据2026年5月22日公告，公司全资子公司中铝香港拟在几内亚投资建设120万吨氧化铝项目，项目总投资额预计约10亿美元，并已与几内亚政府签署附带生效条款的《矿业协议修订与重述版》。 2、据2026年4月24日公告，公司2026年一季度实现归母净利润55.27亿元，同比增长56.35%。 3、据2026年3月28日披露的2025年年报，公司氧化铝、电解铝、精细氧化铝、高纯铝及金属镓产能均居世界第一，全产业链竞争优势突出。 4、据2026年3月28日公告，公司控股股东为中国铝业集团有限公司，最终控制人为国务院国有资产监督管理委员会，具备央企背景。	国资委旗下，国内铝行业绝对龙头	2026-03-03\|13.97\|-2.10\|14.29\|14.55\|13.80\|4510236;2026-03-04\|14.45\|3.44\|14.17\|14.85\|14.11\|4776296;2026-03-05\|14.79\|2.35\|14.85\|15.20\|14.44\|5395587;2026-03-06\|13.97\|-5.54\|14.39\|14.39\|13.71\|3754459;2026-03-09\|14.02\|0.36\|14.30\|14.44\|13.88\|3684252;2026-03-10\|13.70\|-2.28\|13.57\|13.82\|13.51\|2689839;2026-03-11\|13.96\|1.90\|13.76\|14.06\|13.68\|2763232;2026-03-12\|14.76\|5.73\|14.20\|14.90\|14.03\|5114175;2026-03-13\|14.08\|-4.61\|14.70\|15.00\|13.97\|3956295;2026-03-16\|13.54\|-3.84\|14.18\|14.25\|13.06\|4723965;2026-03-17\|13.02\|-3.84\|13.59\|13.92\|13.00\|3211802;2026-03-18\|12.64\|-2.92\|12.95\|12.95\|12.45\|3181517;2026-03-19\|11.83\|-6.41\|12.29\|12.49\|11.73\|3795171;2026-03-20\|11.53\|-2.54\|11.67\|11.99\|11.50\|2947757;2026-03-23\|11.05\|-4.16\|11.02\|11.47\|10.89\|3390903;2026-03-24\|11.30\|2.26\|11.30\|11.34\|10.90\|2699554;2026-03-25\|11.51\|1.86\|11.55\|11.72\|11.41\|2670577;2026-03-26\|11.31\|-1.74\|11.45\|11.58\|11.21\|1958674;2026-03-27\|11.44\|1.15\|11.11\|11.51\|11.06\|1900060;2026-03-30\|11.97\|4.63\|12.00\|12.22\|11.67\|6400716;2026-03-31\|11.40\|-4.76\|11.98\|12.00\|11.34\|4090601;2026-04-01\|11.56\|1.40\|11.63\|11.68\|11.43\|3014888;2026-04-02\|11.68\|1.04\|11.75\|11.95\|11.61\|3440826;2026-04-03\|11.21\|-4.02\|11.60\|11.64\|11.18\|2294923;2026-04-07\|11.39\|1.61\|11.30\|11.43\|11.06\|2319082;2026-04-08\|12.23\|7.37\|11.76\|12.32\|11.75\|4695684;2026-04-09\|12.77\|4.42\|12.15\|12.80\|12.03\|4172123;2026-04-10\|12.35\|-3.29\|12.69\|12.72\|12.30\|3282718;2026-04-13\|12.16\|-1.54\|12.21\|12.28\|11.96\|2447373;2026-04-14\|12.46\|2.47\|12.50\|12.64\|12.32\|2611375;2026-04-15\|12.30\|-1.28\|12.53\|12.76\|12.24\|2169320;2026-04-16\|12.80\|4.07\|12.54\|12.80\|12.54\|3043629;2026-04-17\|12.69\|-0.86\|12.70\|12.80\|12.55\|1941854;2026-04-20\|12.31\|-2.99\|12.59\|12.60\|12.23\|2863350;2026-04-21\|12.15\|-1.30\|12.24\|12.24\|12.00\|1831098;2026-04-22\|12.08\|-0.58\|12.01\|12.14\|11.93\|1997331;2026-04-23\|11.90\|-1.49\|12.17\|12.20\|11.76\|2308663;2026-04-24\|12.07\|1.43\|11.87\|12.11\|11.85\|2061886;2026-04-27\|11.98\|-0.75\|12.07\|12.08\|11.85\|2008415;2026-04-28\|11.66\|-2.67\|11.85\|11.89\|11.60\|2075226;2026-04-29\|11.91\|2.14\|11.58\|11.92\|11.52\|2021628;2026-04-30\|11.65\|-2.18\|11.78\|11.79\|11.55\|2040033;2026-05-06\|12.14\|4.21\|11.77\|12.15\|11.66\|3377754;2026-05-07\|11.94\|-1.65\|12.13\|12.23\|11.76\|2468830;2026-05-08\|11.90\|-0.34\|11.82\|11.95\|11.64\|1935965;2026-05-11\|11.78\|-1.01\|11.90\|12.06\|11.67\|2604400;2026-05-12\|11.68\|-0.85\|11.90\|11.94\|11.66\|1819577;2026-05-13\|11.87\|1.63\|11.65\|11.90\|11.65\|2182643;2026-05-14\|11.61\|-2.19\|11.88\|12.19\|11.61\|2585371;2026-05-15\|10.93\|-5.86\|11.50\|11.52\|10.84\|3357987;2026-05-18\|10.52\|-3.75\|10.60\|10.66\|10.44\|2364548;2026-05-19\|10.70\|1.71\|10.58\|10.70\|10.34\|2050967;2026-05-20\|11.00\|2.80\|10.73\|11.08\|10.68\|2451382;2026-05-21\|10.84\|-1.45\|11.21\|11.35\|10.82\|2752390;2026-05-22\|11.15\|2.86\|10.99\|11.25\|10.81\|2034124;2026-05-25\|10.99\|-1.44\|11.25\|11.42\|10.92\|1914755;2026-05-26\|12.09\|10.01\|11.20\|12.09\|11.20\|5455847;2026-05-27\|11.84\|-2.07\|12.14\|12.47\|11.78\|5206748;2026-05-28\|11.30\|-4.56\|11.74\|11.80\|11.19\|3366145;2026-05-29\|11.42\|1.06\|11.48\|11.92\|11.23\|3854281;2026-06-01\|11.29\|-1.14\|11.64\|11.64\|11.25\|2515301;2026-06-02\|11.81\|4.61\|11.43\|11.88\|11.37\|3819184;2026-06-03\|12.01\|1.69\|11.69\|12.13\|11.54\|3405185;2026-06-04\|10.90\|-9.24\|11.70\|11.73\|10.83\|5395156;2026-06-05\|10.68\|-2.02\|10.70\|11.08\|10.51\|2686671;2026-06-08\|10.02\|-6.18\|10.14\|10.31\|9.90\|2865482;2026-06-09\|10.15\|1.30\|10.06\|10.18\|9.79\|2115908;2026-06-10\|10.10\|-0.49\|9.90\|10.19\|9.82\|1980740;2026-06-11\|10.33\|2.28\|10.00\|10.40\|9.95\|2101339;2026-06-12\|10.80\|4.55\|10.47\|11.04\|10.35\|3859744;2026-06-15\|10.67\|-1.20\|10.98\|11.07\|10.41\|4059381;2026-06-16\|10.07\|-5.62\|10.38\|10.39\|10.01\|4122704;2026-06-17\|9.97\|-0.99\|10.05\|10.11\|9.88\|2360020;2026-06-18\|9.38\|-5.92\|9.87\|9.99\|9.31\|4313581;2026-06-22\|9.86\|5.12\|9.36\|9.89\|9.33\|4046685;2026-06-23\|9.09\|-7.81\|9.77\|9.79\|9.08\|3901834;2026-06-24\|9.09\|0.00\|9.00\|9.15\|8.92\|2430553;2026-06-25\|8.80\|-3.19\|8.88\|8.92\|8.71\|3329091;2026-06-26\|8.40\|-4.55\|8.87\|8.87\|8.33\|2899069;2026-06-29\|8.54\|1.67\|8.40\|8.60\|8.26\|2458353;2026-06-30\|8.22\|-3.75\|8.30\|8.38\|8.11\|2948305;2026-07-01\|8.20\|-0.24\|8.13\|8.35\|8.00\|2739221;2026-07-02\|8.17\|-0.37\|8.20\|8.37\|8.08\|2825378;2026-07-03\|8.33\|1.96\|8.33\|8.54\|8.28\|3211893;2026-07-06\|8.48\|1.80\|8.41\|8.70\|8.41\|3131334;2026-07-07\|8.26\|-2.59\|8.40\|8.48\|8.22\|1941678;2026-07-08\|8.18\|-0.97\|8.30\|8.34\|8.15\|1531995;2026-07-09\|8.10\|-0.98\|8.16\|8.19\|7.81\|2579429;2026-07-10\|8.35\|3.09\|8.18\|8.55\|8.11\|2944248
116006	SK海力士尝试“以钼代钨”	涨停揭秘：全球镍钴湿法冶炼龙头，印尼镍金属规划产能30万吨，固态电池正极材料研发突破，受益于新能源汽车产业链上游资源重估；涨停缘由：公司华越、华飞等印尼项目持续推进，镍资源自给率提升增强成本优势；成功开发适配半/全固态电池的中镍高压及超高镍三元材料，切入头部电池厂供应链；全球新能源车销量超预期，镍钴需求中枢上移；资金逻辑：资金回流有色金属核心资产，该股4月8日与16日两次涨停，主力资金连续净流入，大单与特大单占比提升至32%，显示机构配置意愿增强；风险提示：镍价波动剧烈，2025年三季报显示财务费用达1.07亿元，高负债叠加大宗商品价格风险，盈利稳定性承压	1、公司是全球最大的镍钴湿法冶炼企业，重点资源矿包括印尼华越、华飞等红土镍矿湿法冶炼项目，规划印尼镍金属年产能达30万吨（华越湿法项目年产6万吨镍金属、华飞湿法项目设计产能12万吨、华科火法项目年产4.5万吨高冰镍）； 2、全球锂电正极材料和三元前驱体产品主要供应商之一；公司成功开发多款适用于半/全固态电池的中镍高压/（超）高镍三元正极材料	2026-03-03\|71.72\|-8.58\|77.63\|77.63\|71.72\|779403;2026-03-04\|70.91\|-1.13\|70.36\|73.12\|70.02\|400048;2026-03-05\|71.46\|0.78\|72.39\|72.59\|70.20\|344448;2026-03-06\|69.07\|-3.34\|70.40\|70.88\|68.68\|460361;2026-03-09\|67.19\|-2.72\|66.77\|67.71\|64.45\|559909;2026-03-10\|68.32\|1.68\|68.32\|69.25\|67.70\|368372;2026-03-11\|68.01\|-0.45\|68.40\|68.94\|67.53\|311510;2026-03-12\|67.50\|-0.75\|67.61\|68.65\|66.68\|333982;2026-03-13\|66.83\|-0.99\|67.05\|69.16\|66.75\|437723;2026-03-16\|63.42\|-5.10\|66.35\|66.70\|61.85\|794673;2026-03-17\|61.86\|-2.46\|63.77\|64.20\|61.85\|457949;2026-03-18\|60.64\|-1.97\|61.81\|61.98\|59.63\|601437;2026-03-19\|56.51\|-6.81\|58.67\|58.93\|56.26\|808639;2026-03-20\|57.41\|1.59\|57.30\|59.10\|56.51\|688981;2026-03-23\|55.63\|-3.10\|56.19\|58.58\|55.22\|644690;2026-03-24\|56.34\|1.28\|56.86\|56.99\|53.93\|599186;2026-03-25\|59.04\|4.79\|57.46\|59.31\|57.31\|774084;2026-03-26\|58.17\|-1.47\|58.80\|59.85\|57.90\|536081;2026-03-27\|59.90\|2.97\|57.24\|60.73\|57.22\|787609;2026-03-30\|59.75\|-0.25\|59.00\|60.17\|58.40\|595285;2026-03-31\|58.73\|-1.71\|59.57\|60.04\|58.22\|445043;2026-04-01\|60.30\|2.67\|59.90\|60.79\|58.76\|593393;2026-04-02\|58.98\|-2.19\|59.80\|60.60\|58.50\|450604;2026-04-03\|57.42\|-2.65\|58.99\|59.49\|57.30\|382439;2026-04-07\|57.88\|0.80\|57.40\|58.58\|57.40\|307596;2026-04-08\|61.09\|5.55\|59.88\|61.09\|59.44\|675527;2026-04-09\|59.50\|-2.60\|60.51\|60.74\|59.34\|533640;2026-04-10\|61.43\|3.24\|59.89\|62.27\|59.89\|803989;2026-04-13\|62.43\|1.63\|60.82\|62.99\|60.82\|768453;2026-04-14\|64.32\|3.03\|63.60\|64.40\|61.00\|1265665;2026-04-15\|62.76\|-2.43\|64.98\|65.37\|62.61\|974094;2026-04-16\|65.91\|5.02\|63.32\|65.94\|63.15\|948347;2026-04-17\|66.21\|0.46\|67.22\|68.80\|66.11\|1293821;2026-04-20\|65.78\|-0.65\|65.80\|66.65\|64.95\|743150;2026-04-21\|65.50\|-0.43\|66.45\|66.57\|64.96\|617177;2026-04-22\|64.73\|-1.18\|64.89\|65.50\|64.37\|660431;2026-04-23\|62.22\|-3.88\|64.83\|64.89\|61.90\|832797;2026-04-24\|64.78\|4.11\|62.21\|65.15\|62.11\|865843;2026-04-27\|66.30\|2.35\|65.78\|66.59\|65.10\|880127;2026-04-28\|64.76\|-2.32\|65.31\|65.70\|63.88\|604164;2026-04-29\|67.66\|4.48\|63.60\|67.90\|63.24\|1100840;2026-04-30\|66.59\|-1.58\|67.00\|68.62\|66.04\|914417;2026-05-06\|67.97\|2.07\|66.59\|68.05\|65.31\|964136;2026-05-07\|68.20\|0.34\|68.86\|70.85\|67.23\|1102407;2026-05-08\|66.00\|-3.23\|67.44\|68.85\|65.55\|885086;2026-05-11\|64.84\|-1.76\|65.85\|66.80\|63.51\|996997;2026-05-12\|62.87\|-3.04\|65.05\|65.63\|62.50\|835399;2026-05-13\|62.80\|-0.11\|62.87\|63.50\|62.11\|656883;2026-05-14\|60.31\|-3.96\|62.79\|62.79\|59.96\|866029;2026-05-15\|58.65\|-2.75\|60.00\|60.53\|58.10\|752364;2026-05-18\|58.31\|-0.58\|58.00\|58.75\|57.45\|477660;2026-05-19\|57.60\|-0.36\|57.77\|57.89\|55.52\|564140;2026-05-20\|58.09\|0.85\|56.84\|58.65\|56.26\|626231;2026-05-21\|56.46\|-2.81\|58.45\|59.33\|56.00\|598491;2026-05-22\|58.88\|4.29\|56.42\|59.06\|55.98\|628169;2026-05-25\|57.09\|-3.04\|58.88\|59.26\|56.58\|587767;2026-05-26\|58.10\|1.77\|56.60\|58.58\|55.62\|669150;2026-05-27\|56.10\|-3.44\|57.86\|58.57\|55.91\|562628;2026-05-28\|55.90\|-0.36\|55.60\|56.53\|54.48\|483913;2026-05-29\|54.80\|-1.97\|56.60\|56.70\|54.80\|507317;2026-06-01\|53.48\|-2.41\|54.08\|55.15\|53.46\|501294;2026-06-02\|53.58\|0.19\|53.48\|53.93\|51.44\|608575;2026-06-03\|53.22\|-0.67\|53.00\|54.38\|52.77\|442857;2026-06-04\|51.30\|-3.61\|52.52\|52.73\|51.06\|596717;2026-06-05\|49.96\|-2.61\|51.25\|51.67\|49.62\|596856;2026-06-08\|46.72\|-6.49\|48.12\|48.86\|46.13\|648628;2026-06-09\|47.85\|2.42\|47.65\|48.05\|45.56\|606933;2026-06-10\|47.15\|-1.46\|47.01\|48.10\|46.07\|459698;2026-06-11\|47.53\|0.81\|46.61\|48.90\|46.11\|632552;2026-06-12\|50.22\|5.66\|48.48\|51.90\|47.85\|1109040;2026-06-15\|52.45\|4.44\|51.85\|52.99\|51.40\|882575;2026-06-16\|53.00\|1.05\|52.55\|54.12\|51.90\|757057;2026-06-17\|52.59\|-0.77\|52.50\|53.85\|52.19\|535957;2026-06-18\|52.10\|-0.93\|52.00\|54.15\|51.40\|667724;2026-06-22\|55.21\|5.97\|51.20\|55.23\|50.60\|1040086;2026-06-23\|51.01\|-7.61\|55.26\|55.50\|50.70\|964214;2026-06-24\|52.33\|2.59\|50.84\|52.94\|50.03\|680833;2026-06-25\|50.21\|-4.05\|51.67\|51.70\|49.66\|770977;2026-06-26\|46.79\|-6.81\|50.18\|50.30\|46.77\|695128;2026-06-29\|47.68\|1.90\|46.70\|48.27\|45.66\|631247;2026-06-30\|48.26\|1.22\|47.11\|48.58\|46.30\|549591;2026-07-01\|48.00\|-0.54\|48.18\|48.98\|46.58\|624975;2026-07-02\|47.05\|-1.98\|47.65\|48.60\|46.90\|578544;2026-07-03\|46.76\|-0.62\|47.61\|47.97\|46.74\|536579;2026-07-06\|46.91\|0.32\|47.00\|49.13\|46.51\|633947;2026-07-07\|44.89\|-4.31\|46.81\|46.95\|44.80\|579409;2026-07-08\|42.68\|-4.92\|44.50\|44.60\|42.68\|625614;2026-07-09\|42.19\|-1.15\|42.65\|42.76\|40.10\|813025;2026-07-10\|41.51\|-1.61\|41.90\|43.09\|41.50\|560245
116005	SK海力士尝试“以钼代钨”	一季报预增+电解铝扩产行业原因：据21世纪经济报道3月29日报道，阿联酋环球铝业与巴林铝业周末相继证实遭伊朗袭击，此次遭袭的两家企业合计产能占全球总产能超6%，LME铝价创四年新高。公司原因： 1、据2026年3月30日公告，公司预计2026年一季度归母净利润22亿元，同比增长107.92%，主因140万吨电解铝绿色低碳能效提升项目部分产能投产，电解铝产销量增约10%，且销售均价同比上涨约17%。 2、据2025年8月28日半年报，公司已形成铝土矿—氧化铝—电解铝—高纯铝—铝箔完整一体化产业链，高纯铝及铝箔已批量供货并与锂电、消费电子等下游重点客户签订战略合作协议。 3、据2025年10月28日机构调研，公司140万吨电解铝绿色低碳能效提升项目力争2026年二季度完成全部电解槽通电并达产，届时电解铝年产能将升至140万吨。	公司形成了从铝土矿、氧化铝到电解铝、高纯铝、铝深加工的上下游一体化，并配套自备电厂和自备预焙阳极的完整铝产业链布局	2026-03-03\|18.18\|-1.36\|18.38\|19.18\|18.10\|962319;2026-03-04\|18.92\|4.07\|18.52\|19.59\|18.49\|1146762;2026-03-05\|19.19\|1.43\|19.37\|19.93\|19.00\|1078387;2026-03-06\|18.29\|-4.69\|18.79\|18.79\|17.65\|849779;2026-03-09\|18.31\|0.11\|18.69\|19.16\|18.16\|779672;2026-03-10\|17.69\|-3.39\|17.95\|18.28\|17.55\|666375;2026-03-11\|18.70\|5.71\|17.78\|18.77\|17.72\|884212;2026-03-12\|19.48\|4.17\|18.90\|19.98\|18.55\|883413;2026-03-13\|18.66\|-4.21\|19.64\|20.00\|18.50\|676925;2026-03-16\|18.37\|-1.55\|18.79\|18.89\|17.45\|873300;2026-03-17\|17.52\|-4.63\|18.40\|18.84\|17.47\|537784;2026-03-18\|16.96\|-3.20\|17.35\|17.57\|16.66\|713711;2026-03-19\|16.21\|-4.42\|16.59\|16.83\|16.01\|898434;2026-03-20\|15.41\|-4.94\|16.20\|16.20\|15.35\|953110;2026-03-23\|15.13\|-1.82\|14.98\|15.58\|14.66\|1182049;2026-03-24\|15.49\|2.38\|15.29\|15.60\|14.74\|933276;2026-03-25\|15.79\|1.94\|15.96\|16.24\|15.72\|636888;2026-03-26\|15.80\|0.06\|15.84\|16.23\|15.64\|551863;2026-03-27\|16.12\|2.03\|15.75\|16.26\|15.62\|521326;2026-03-30\|17.73\|9.99\|17.73\|17.73\|17.73\|251935;2026-03-31\|17.79\|0.34\|17.98\|18.57\|17.33\|2150078;2026-04-01\|17.90\|0.62\|17.60\|18.05\|17.03\|1300887;2026-04-02\|17.97\|0.39\|18.20\|18.61\|17.75\|1219590;2026-04-03\|17.29\|-3.78\|17.90\|17.99\|17.18\|712961;2026-04-07\|18.26\|5.61\|17.40\|18.34\|17.40\|1012360;2026-04-08\|18.74\|2.63\|18.57\|18.91\|18.01\|1030386;2026-04-09\|18.87\|0.69\|18.48\|19.13\|18.31\|703658;2026-04-10\|18.31\|-2.97\|18.82\|18.91\|18.19\|704195;2026-04-13\|18.03\|-1.53\|18.08\|18.31\|17.82\|537686;2026-04-14\|18.89\|4.77\|18.58\|19.15\|18.48\|803009;2026-04-15\|18.45\|-2.33\|18.99\|19.01\|18.34\|522523;2026-04-16\|19.69\|6.72\|18.70\|19.76\|18.70\|831973;2026-04-17\|19.64\|-0.25\|19.45\|19.74\|19.39\|480679;2026-04-20\|18.89\|-3.82\|19.40\|19.59\|18.76\|612350;2026-04-21\|18.37\|-2.75\|18.88\|18.89\|18.25\|617685;2026-04-22\|18.00\|-2.01\|18.26\|18.38\|17.75\|739161;2026-04-23\|17.67\|-1.83\|18.06\|18.19\|17.55\|534974;2026-04-24\|17.98\|1.75\|17.58\|18.10\|17.50\|517684;2026-04-27\|17.54\|-2.45\|17.90\|18.01\|17.49\|508945;2026-04-28\|16.79\|-4.28\|17.37\|17.38\|16.72\|801061;2026-04-29\|17.35\|3.34\|16.63\|17.38\|16.61\|755523;2026-04-30\|16.64\|-4.09\|17.27\|17.30\|16.51\|693896;2026-05-06\|17.10\|2.76\|16.92\|17.25\|16.52\|715151;2026-05-07\|16.90\|-1.17\|17.12\|17.18\|16.65\|573689;2026-05-08\|16.66\|-1.42\|16.73\|16.92\|16.38\|690077;2026-05-11\|16.49\|-1.02\|16.82\|17.12\|16.44\|602701;2026-05-12\|16.52\|0.18\|16.72\|16.79\|16.51\|463822;2026-05-13\|16.98\|2.78\|16.61\|17.07\|16.56\|686217;2026-05-14\|16.61\|-2.18\|16.83\|17.28\|16.54\|543409;2026-05-15\|15.33\|-6.30\|16.13\|16.15\|15.18\|803630;2026-05-18\|14.82\|-3.33\|14.99\|15.02\|14.68\|702637;2026-05-19\|15.25\|2.90\|14.94\|15.29\|14.76\|677826;2026-05-20\|15.55\|1.97\|15.15\|15.76\|15.05\|766543;2026-05-21\|15.40\|-0.96\|15.71\|16.30\|15.40\|799605;2026-05-22\|15.82\|2.73\|15.60\|16.13\|15.37\|742517;2026-05-25\|15.39\|-2.72\|15.96\|16.10\|15.28\|618629;2026-05-26\|16.47\|7.02\|15.70\|16.75\|15.31\|1286499;2026-05-27\|15.60\|-5.28\|16.26\|16.41\|15.45\|999609;2026-05-28\|15.06\|-3.46\|15.40\|15.49\|14.90\|813461;2026-05-29\|14.93\|-0.86\|15.27\|15.48\|14.90\|714546;2026-06-01\|14.96\|0.20\|15.09\|15.14\|14.78\|727748;2026-06-02\|15.39\|2.87\|14.98\|15.50\|14.84\|894209;2026-06-03\|15.63\|1.56\|15.20\|15.83\|15.02\|773494;2026-06-04\|14.35\|-8.19\|15.23\|15.38\|14.24\|1134842;2026-06-05\|13.81\|-3.76\|14.30\|14.41\|13.72\|799644;2026-06-08\|13.16\|-4.71\|13.35\|13.42\|12.81\|950982;2026-06-09\|13.25\|0.68\|13.22\|13.29\|12.80\|631258;2026-06-10\|13.39\|1.06\|13.03\|13.50\|12.89\|650359;2026-06-11\|13.41\|0.15\|13.32\|13.59\|13.18\|686878;2026-06-12\|13.43\|0.15\|13.65\|14.13\|13.37\|1868638;2026-06-15\|13.52\|0.67\|13.75\|13.97\|13.24\|1484682;2026-06-16\|12.71\|-5.99\|13.24\|13.26\|12.54\|1593187;2026-06-17\|12.55\|-1.26\|12.72\|12.88\|12.45\|916676;2026-06-18\|12.05\|-3.98\|12.46\|12.59\|11.93\|1047793;2026-06-22\|12.90\|7.05\|12.10\|12.94\|11.99\|1172781;2026-06-23\|11.80\|-8.53\|12.63\|12.68\|11.77\|1212949;2026-06-24\|11.89\|0.76\|11.80\|12.00\|11.64\|752721;2026-06-25\|11.62\|-2.27\|11.34\|11.80\|11.26\|1076315;2026-06-26\|11.08\|-4.65\|11.70\|11.75\|10.95\|933203;2026-06-29\|11.16\|0.72\|11.13\|11.25\|10.75\|913337;2026-06-30\|10.73\|-3.85\|10.90\|10.99\|10.52\|989030;2026-07-01\|10.82\|0.84\|10.75\|11.15\|10.59\|877085;2026-07-02\|10.93\|1.02\|10.87\|11.20\|10.70\|968610;2026-07-03\|11.37\|4.03\|11.30\|11.60\|11.22\|1221800;2026-07-06\|11.61\|2.11\|11.40\|12.14\|11.38\|1878422;2026-07-07\|11.36\|-2.15\|11.63\|11.64\|11.29\|1056191;2026-07-08\|11.07\|-2.55\|11.36\|11.46\|11.06\|859148;2026-07-09\|10.67\|-3.61\|10.95\|10.98\|10.30\|1432307;2026-07-10\|11.17\|4.69\|10.74\|11.51\|10.61\|1399961
116004	SK海力士尝试“以钼代钨”	有色金属+绿色铝+央企行业原因： 1、据上海证券报1月28日报道，现货黄金早盘首次突破5200美元/盎司，再创历史新高，年内累计涨幅超20%。美元指数跌穿四年新低，特朗普对美元贬值表态引发市场担忧。 2、金银等价格持续上涨，比价效应带动铜、铝、钨等工业金属加速上涨。公司原因： 1、据2026年1月28日盘中快讯，有色金属板块整体攀升，云铝股份作为工业金属龙头跟随板块走强。 2、据2025年3月27日年报及2025年8月26日半年度报告，公司已形成年产绿色铝305万吨、氧化铝140万吨、绿色铝合金160万吨的一体化规模，清洁能源用电占比超80%，为国内最大绿色低碳铝供应商。 3、据2025年3月27日年报，公司最终控制人为国务院国资委，控股股东为中国铝业股份有限公司，具备央企背景。	公司隶属于云南国资委，构建了集“铝土矿开采-水电-铝-铝深加工”为一体的完整产业链	2026-03-03\|32.46\|-1.19\|33.13\|33.97\|32.02\|1303110;2026-03-04\|34.24\|5.48\|33.30\|35.20\|33.18\|1226017;2026-03-05\|35.46\|3.56\|35.00\|36.11\|34.51\|1035044;2026-03-06\|33.58\|-5.30\|34.06\|34.25\|32.98\|756242;2026-03-09\|33.60\|0.06\|34.78\|35.41\|33.40\|922609;2026-03-10\|32.76\|-2.50\|32.50\|33.10\|32.30\|532671;2026-03-11\|33.65\|2.72\|33.21\|33.89\|32.80\|512394;2026-03-12\|35.24\|4.73\|34.07\|35.87\|33.74\|875154;2026-03-13\|34.75\|-1.39\|35.34\|36.50\|34.53\|747116;2026-03-16\|33.85\|-2.59\|35.00\|35.64\|32.40\|796908;2026-03-17\|31.91\|-5.73\|33.96\|34.62\|31.73\|692238;2026-03-18\|30.94\|-3.04\|31.70\|32.00\|30.38\|750735;2026-03-19\|29.10\|-5.95\|30.36\|30.72\|28.90\|960921;2026-03-20\|28.38\|-2.47\|29.09\|29.45\|28.30\|739605;2026-03-23\|27.30\|-3.81\|27.00\|28.16\|26.93\|776550;2026-03-24\|27.81\|1.87\|27.62\|27.85\|26.63\|673647;2026-03-25\|28.41\|2.16\|28.74\|29.00\|28.27\|524189;2026-03-26\|28.13\|-0.99\|28.39\|29.06\|28.02\|385966;2026-03-27\|28.73\|2.13\|27.88\|29.08\|27.80\|435693;2026-03-30\|31.46\|9.50\|31.02\|31.58\|30.21\|1154592;2026-03-31\|31.00\|-1.46\|31.00\|31.68\|30.55\|648463;2026-04-01\|31.82\|2.65\|31.46\|32.10\|31.15\|638722;2026-04-02\|32.67\|2.67\|32.25\|33.60\|32.00\|700102;2026-04-03\|31.99\|-2.08\|32.60\|32.66\|31.60\|426340;2026-04-07\|32.96\|3.03\|32.19\|33.20\|31.90\|462604;2026-04-08\|34.76\|5.46\|33.54\|34.95\|33.50\|855290;2026-04-09\|35.56\|2.30\|34.18\|35.78\|34.05\|685372;2026-04-10\|34.60\|-2.70\|35.57\|35.58\|34.47\|492079;2026-04-13\|34.36\|-0.69\|34.49\|34.80\|33.76\|486326;2026-04-14\|35.60\|3.61\|35.47\|35.88\|35.00\|486008;2026-04-15\|34.46\|-3.20\|35.38\|35.55\|34.30\|462907;2026-04-16\|36.42\|5.69\|35.10\|36.49\|35.08\|613318;2026-04-17\|36.67\|0.69\|35.85\|36.83\|35.77\|447287;2026-04-20\|35.14\|-4.17\|36.02\|36.10\|34.80\|623842;2026-04-21\|34.36\|-2.22\|35.00\|35.00\|34.24\|416612;2026-04-22\|34.22\|-0.41\|34.39\|34.54\|33.84\|403498;2026-04-23\|33.55\|-1.96\|34.56\|34.96\|33.25\|493792;2026-04-24\|34.17\|1.85\|34.00\|34.82\|33.39\|827332;2026-04-27\|33.43\|-2.17\|34.20\|34.55\|33.35\|527633;2026-04-28\|32.49\|-2.81\|33.15\|33.32\|32.35\|507835;2026-04-29\|33.12\|1.94\|32.35\|33.26\|32.29\|369179;2026-04-30\|31.80\|-3.99\|32.82\|32.95\|31.63\|676363;2026-05-06\|32.66\|2.70\|32.45\|32.78\|31.69\|713196;2026-05-07\|32.13\|-1.62\|32.50\|33.09\|31.70\|697429;2026-05-08\|31.52\|-1.90\|31.91\|32.12\|31.01\|622755;2026-05-11\|31.28\|-0.76\|31.86\|32.15\|31.06\|737803;2026-05-12\|31.16\|-0.38\|31.65\|31.90\|31.02\|475336;2026-05-13\|31.83\|2.15\|31.63\|31.90\|31.22\|680466;2026-05-14\|31.58\|-0.79\|31.91\|33.10\|31.58\|733701;2026-05-15\|29.75\|-5.79\|31.28\|31.29\|29.51\|810634;2026-05-18\|29.00\|-2.52\|28.99\|29.29\|28.68\|641729;2026-05-19\|30.01\|3.48\|29.29\|30.15\|28.82\|608878;2026-05-20\|30.46\|1.50\|30.00\|30.79\|29.83\|626531;2026-05-21\|29.99\|-1.54\|30.76\|31.56\|29.95\|653086;2026-05-22\|30.76\|2.57\|30.50\|31.00\|30.03\|525798;2026-05-25\|29.51\|-4.06\|30.89\|31.10\|29.25\|751474;2026-05-26\|31.69\|7.39\|29.52\|32.16\|28.92\|1341661;2026-05-27\|29.84\|-5.84\|31.36\|31.44\|29.66\|949764;2026-05-28\|28.77\|-3.59\|29.30\|29.52\|28.42\|716617;2026-05-29\|28.49\|-0.97\|29.41\|29.55\|28.47\|654703;2026-06-01\|28.91\|1.47\|28.60\|29.13\|28.32\|604961;2026-06-02\|30.29\|4.77\|29.71\|30.42\|29.23\|755706;2026-06-03\|30.49\|0.66\|30.28\|30.86\|29.89\|640205;2026-06-04\|28.60\|-6.20\|29.82\|29.90\|28.41\|989059;2026-06-05\|27.64\|-3.36\|28.36\|28.95\|27.50\|670499;2026-06-08\|26.80\|-3.04\|26.60\|27.49\|26.40\|589327;2026-06-09\|26.70\|-0.37\|26.90\|27.00\|26.05\|593175;2026-06-10\|26.65\|1.25\|25.71\|26.84\|25.60\|496210;2026-06-11\|27.23\|2.18\|26.50\|27.47\|26.45\|506144;2026-06-12\|28.10\|3.19\|27.70\|28.80\|27.06\|866802;2026-06-15\|26.90\|-4.27\|28.45\|28.75\|26.54\|1241427;2026-06-16\|25.38\|-5.65\|26.40\|26.40\|25.31\|1217199;2026-06-17\|25.00\|-1.50\|25.47\|25.57\|24.67\|851610;2026-06-18\|24.17\|-3.32\|24.75\|25.15\|23.83\|1054123;2026-06-22\|25.99\|7.53\|23.96\|26.07\|23.95\|1276164;2026-06-23\|23.93\|-7.93\|25.54\|25.59\|23.82\|973892;2026-06-24\|24.64\|2.97\|24.31\|25.20\|24.01\|801374;2026-06-25\|23.59\|-4.26\|23.57\|24.32\|23.20\|1046942;2026-06-26\|22.48\|-4.71\|23.96\|24.19\|22.28\|890944;2026-06-29\|23.16\|3.02\|22.80\|23.65\|22.40\|846089;2026-06-30\|22.14\|-4.40\|22.86\|22.88\|21.81\|862221;2026-07-01\|21.80\|-1.54\|21.80\|22.41\|21.58\|700190;2026-07-02\|21.77\|-0.14\|21.98\|22.21\|21.56\|837562;2026-07-03\|22.42\|2.99\|22.38\|22.97\|22.10\|946779;2026-07-06\|22.88\|2.05\|22.76\|23.46\|22.56\|988892;2026-07-07\|22.39\|-2.14\|22.57\|22.74\|22.13\|580753;2026-07-08\|22.32\|-0.31\|22.55\|22.93\|22.16\|654282;2026-07-09\|21.89\|-1.93\|22.02\|22.12\|21.22\|809061;2026-07-10\|23.15\|5.76\|22.30\|23.64\|22.00\|1158275
116003	SK海力士尝试“以钼代钨”	钼代钨+钼钨金属+一季报增长行业原因：据证券日报，今年以来，钨、钼等多种小金属价格攀升。下游市场，人工智能服务器、光模块、先进封装、光伏等新型应用领域，对小金属产品的需求旺盛。公司原因： 1、据财闻2026年6月11日报道，SK海力士已完成375层NAND闪存生产验证，首次使用钼材料替代传统钨材料制作字线以降低电阻、提升读写速度；据2026年4月2日年报，公司是全球前七大钼生产商和全球最大的白钨生产商之一。 2、据2026年4月2日年报，公司是全球领先的铜、钴、钼、钨、铌生产商，主要从事有色金属的采、选、冶等矿山采掘及加工业务和金属贸易业务。 3、据2026年4月25日公告，公司2026年第一季度实现营业收入664.03亿元，同比增长44.34%；归母净利润77.60亿元，同比增长96.65%。 4、据港交所2026年6月9日披露，贝莱德对公司H股的多头持仓比例于6月3日由8.14%增至9.21%。	全球前十大铜生产商、第一大钴生产商；公司收购 Lumina Gold 拥有的厄瓜多尔凯歌豪斯金矿100%股权，该矿保有资源量13.76亿吨，内蕴黄金金属638吨，储量6.59亿吨，内蕴黄金金属359吨	2026-03-03\|23.48\|-5.32\|24.30\|24.56\|23.36\|3436930;2026-03-04\|22.99\|-2.09\|22.54\|23.65\|22.45\|2182368;2026-03-05\|22.63\|-1.57\|23.37\|23.42\|22.31\|2275878;2026-03-06\|22.02\|-2.70\|22.25\|22.45\|21.68\|2212504;2026-03-09\|21.24\|-3.54\|21.10\|21.50\|20.28\|3403791;2026-03-10\|21.74\|2.35\|21.62\|21.95\|21.45\|1808884;2026-03-11\|21.48\|-1.20\|21.85\|21.96\|21.43\|1741223;2026-03-12\|20.66\|-3.82\|21.19\|21.37\|20.32\|3493862;2026-03-13\|19.76\|-4.36\|20.30\|20.70\|19.69\|3530942;2026-03-16\|19.36\|-2.02\|19.20\|19.58\|18.80\|3891131;2026-03-17\|19.42\|0.31\|19.45\|19.97\|19.36\|2345010;2026-03-18\|19.41\|-0.05\|19.38\|19.54\|19.03\|1869144;2026-03-19\|17.85\|-8.04\|18.70\|18.90\|17.69\|4936436;2026-03-20\|17.55\|-1.68\|17.80\|18.27\|17.50\|3046370;2026-03-23\|16.49\|-6.04\|16.99\|17.37\|16.32\|4182916;2026-03-24\|17.37\|5.34\|16.91\|17.38\|16.70\|3632464;2026-03-25\|17.89\|2.99\|18.02\|18.45\|17.75\|3621072;2026-03-26\|17.49\|-2.24\|17.90\|18.08\|17.40\|2106786;2026-03-27\|17.58\|0.51\|17.22\|17.78\|17.21\|2202517;2026-03-30\|17.43\|-0.85\|17.25\|17.45\|16.97\|2270102;2026-03-31\|17.15\|-1.61\|17.66\|17.79\|17.09\|2030145;2026-04-01\|18.24\|6.36\|17.90\|18.37\|17.83\|3854035;2026-04-02\|17.71\|-2.91\|18.12\|18.20\|17.51\|2594573;2026-04-03\|17.52\|-1.07\|17.71\|17.80\|17.44\|1330522;2026-04-07\|17.60\|0.46\|17.56\|17.69\|17.35\|1424985;2026-04-08\|19.14\|8.75\|18.49\|19.29\|18.48\|4416136;2026-04-09\|19.12\|-0.10\|18.70\|19.28\|18.65\|2509330;2026-04-10\|18.96\|-0.84\|19.39\|19.43\|18.91\|2329313;2026-04-13\|18.86\|-0.53\|18.68\|19.03\|18.65\|1680806;2026-04-14\|19.56\|3.71\|19.45\|19.78\|19.32\|2943798;2026-04-15\|19.97\|2.10\|20.00\|20.60\|19.88\|3604310;2026-04-16\|20.29\|1.60\|19.98\|20.34\|19.98\|2162132;2026-04-17\|20.23\|-0.30\|20.02\|20.32\|19.98\|1638832;2026-04-20\|20.24\|0.05\|20.18\|20.65\|20.11\|2141238;2026-04-21\|20.08\|-0.79\|20.15\|20.22\|19.75\|1583945;2026-04-22\|20.09\|0.05\|19.94\|20.25\|19.80\|1781570;2026-04-23\|19.36\|-3.63\|20.25\|20.31\|19.13\|2619362;2026-04-24\|19.37\|0.05\|19.08\|19.49\|18.87\|1819807;2026-04-27\|19.00\|-1.91\|19.30\|19.41\|18.90\|2150127;2026-04-28\|18.48\|-2.74\|18.76\|18.84\|18.33\|2015012;2026-04-29\|19.19\|3.84\|18.21\|19.35\|18.17\|2116511;2026-04-30\|18.62\|-2.97\|19.00\|19.00\|18.46\|2287585;2026-05-06\|19.48\|4.62\|18.90\|19.54\|18.60\|3123711;2026-05-07\|19.86\|1.95\|19.90\|20.35\|19.53\|3238594;2026-05-08\|20.20\|1.71\|19.60\|20.25\|19.42\|2959863;2026-05-11\|20.01\|-0.94\|20.09\|20.15\|19.74\|2534701;2026-05-12\|20.58\|2.85\|20.65\|20.96\|20.32\|3657878;2026-05-13\|20.99\|1.99\|20.99\|21.45\|20.72\|3333955;2026-05-14\|20.05\|-4.48\|20.72\|21.03\|20.03\|2314477;2026-05-15\|18.88\|-5.84\|19.82\|19.84\|18.58\|3553484;2026-05-18\|18.31\|-3.02\|18.15\|18.38\|17.81\|2309847;2026-05-19\|18.18\|-0.71\|18.36\|18.45\|17.87\|1820965;2026-05-20\|17.96\|-1.21\|17.80\|18.07\|17.57\|2219474;2026-05-21\|17.64\|-1.78\|18.38\|18.62\|17.60\|2008529;2026-05-22\|18.53\|5.05\|17.80\|18.64\|17.57\|2258116;2026-05-25\|19.34\|4.37\|18.95\|19.54\|18.90\|2633020;2026-05-26\|20.39\|5.43\|19.17\|20.46\|18.81\|3787983;2026-05-27\|19.32\|-3.88\|20.00\|20.16\|19.28\|2366340;2026-05-28\|18.80\|-2.69\|19.10\|19.10\|18.20\|2368654;2026-05-29\|18.51\|-1.54\|19.27\|19.32\|18.50\|2256553;2026-06-01\|18.42\|-0.49\|18.55\|18.93\|18.31\|1611743;2026-06-02\|19.74\|7.17\|18.71\|19.78\|18.52\|3523745;2026-06-03\|19.89\|0.76\|19.53\|20.15\|19.38\|2919929;2026-06-04\|18.74\|-5.78\|19.48\|19.48\|18.62\|2502340;2026-06-05\|18.19\|-2.93\|18.60\|19.13\|18.07\|2197914;2026-06-08\|16.89\|-7.15\|17.10\|17.45\|16.66\|2744704;2026-06-09\|17.05\|0.95\|17.00\|17.10\|16.32\|2685339;2026-06-10\|16.79\|-1.52\|16.45\|16.97\|16.18\|2297224;2026-06-11\|17.37\|3.45\|16.60\|17.60\|16.41\|2665637;2026-06-12\|19.11\|10.02\|18.36\|19.11\|18.00\|4553240;2026-06-15\|20.92\|9.47\|19.49\|21.00\|19.49\|7313187;2026-06-16\|20.03\|-4.25\|20.40\|20.72\|19.93\|5086036;2026-06-17\|20.17\|0.70\|19.83\|20.50\|19.58\|3505215;2026-06-18\|20.04\|-0.64\|19.77\|21.14\|19.71\|4535583;2026-06-22\|21.65\|8.03\|20.22\|21.74\|19.64\|6947284;2026-06-23\|19.49\|-9.98\|21.60\|21.61\|19.49\|5526689;2026-06-24\|18.98\|-2.62\|18.90\|19.29\|18.38\|3969625;2026-06-25\|18.07\|-4.79\|18.38\|18.48\|17.93\|3871195;2026-06-26\|17.24\|-4.59\|18.35\|18.42\|17.16\|3367975;2026-06-29\|18.00\|4.41\|17.25\|18.20\|17.18\|3122241;2026-06-30\|17.55\|-2.50\|17.60\|17.61\|17.11\|2434101;2026-07-01\|17.73\|1.03\|17.38\|17.98\|17.20\|2561093;2026-07-02\|18.29\|3.16\|17.92\|18.65\|17.40\|4374210;2026-07-03\|18.52\|1.26\|18.80\|19.30\|18.50\|3696062;2026-07-06\|18.31\|-1.13\|18.53\|19.21\|18.28\|2996032;2026-07-07\|17.69\|-3.39\|18.10\|18.20\|17.60\|1851166;2026-07-08\|17.53\|-0.90\|17.50\|17.96\|17.43\|1550012;2026-07-09\|17.19\|-1.94\|17.33\|17.58\|16.41\|2982736;2026-07-10\|17.50\|1.80\|17.54\|18.10\|17.26\|2603164
116002	SK海力士尝试“以钼代钨”	涨停揭秘：低轨卫星射频芯片封装管壳批量供货+氧化锆基固态电解质完成研发，双重技术突破获市场关注；涨停缘由：长征八号甲遥八火箭发射临近+卫星互联网建设提速+固态电池产业化预期升温+MLCC粉体全球龙头地位稳固；资金逻辑：军工与新能源主题资金交叉配置，融资余额连续三日净买入，北向持仓环比提升；风险提示：固态电解质产业化尚处早期，卫星封装业务占比仍低，整体业绩弹性有待进一步释放	1、全球领先的MLCC粉体材料生产商；子公司国瓷赛创通讯射频微系统芯片封装管壳已量产并批量销售，成为低轨卫星射频芯片主要封装方案； 2、公司主营产品包括纳米级复合氧化锆粉体、氧化锆瓷块等，氧化物、硫化物两种技术路线均有关注，目前已完成多种氧化物固态电解质产品的研发和布局，其中包括由氧化锆合成的锆酸基固态电解质	2026-03-03\|36.30\|-5.74\|39.35\|39.52\|35.26\|830249;2026-03-04\|35.22\|-2.98\|35.03\|36.83\|34.97\|442413;2026-03-05\|35.51\|0.82\|36.28\|36.79\|34.90\|448755;2026-03-06\|35.51\|0.00\|34.81\|36.28\|34.44\|321784;2026-03-09\|34.43\|-3.04\|34.45\|34.68\|32.60\|441219;2026-03-10\|38.24\|11.07\|34.85\|38.43\|34.80\|701786;2026-03-11\|39.71\|3.84\|39.60\|41.73\|39.55\|780216;2026-03-12\|38.42\|-3.25\|39.31\|39.68\|37.90\|468611;2026-03-13\|37.98\|-1.15\|38.38\|39.43\|37.50\|504436;2026-03-16\|37.39\|-1.55\|37.88\|38.05\|35.80\|434263;2026-03-17\|35.90\|-3.98\|38.00\|38.11\|35.85\|316720;2026-03-18\|36.35\|1.25\|36.14\|37.10\|35.68\|276846;2026-03-19\|34.41\|-5.34\|35.43\|35.45\|34.05\|344429;2026-03-20\|32.74\|-4.85\|34.81\|34.99\|32.66\|341359;2026-03-23\|30.80\|-5.93\|32.01\|32.47\|30.50\|450831;2026-03-24\|31.30\|1.62\|31.24\|31.43\|29.65\|502465;2026-03-25\|31.75\|1.44\|31.73\|33.28\|31.50\|325020;2026-03-26\|30.51\|-3.91\|31.70\|32.14\|30.35\|314109;2026-03-27\|30.71\|0.66\|30.31\|31.50\|30.00\|257411;2026-03-30\|30.64\|-0.23\|30.01\|30.80\|29.81\|218864;2026-03-31\|30.70\|0.20\|31.53\|32.14\|30.60\|365095;2026-04-01\|31.38\|2.21\|31.63\|31.88\|30.79\|241615;2026-04-02\|30.14\|-3.95\|31.35\|31.39\|29.92\|240647;2026-04-03\|30.60\|1.53\|30.40\|31.13\|30.05\|224679;2026-04-07\|31.26\|2.16\|30.88\|32.39\|30.61\|283430;2026-04-08\|32.22\|3.07\|31.90\|32.65\|31.40\|476982;2026-04-09\|31.88\|-1.06\|31.15\|32.24\|31.15\|271241;2026-04-10\|32.86\|3.07\|32.20\|34.08\|32.03\|397142;2026-04-13\|34.23\|4.17\|32.50\|34.96\|32.50\|458182;2026-04-14\|34.08\|-0.44\|34.82\|35.50\|33.68\|459278;2026-04-15\|33.30\|-2.29\|35.55\|35.66\|33.13\|402199;2026-04-16\|35.68\|7.15\|33.66\|35.87\|33.18\|548973;2026-04-17\|36.60\|2.58\|35.19\|37.00\|35.19\|421018;2026-04-20\|35.63\|-2.65\|36.38\|36.75\|35.45\|454687;2026-04-21\|35.88\|0.70\|35.52\|36.69\|34.81\|371685;2026-04-22\|36.66\|2.17\|36.11\|37.10\|36.06\|456356;2026-04-23\|36.00\|-1.80\|36.70\|37.50\|35.80\|406793;2026-04-24\|35.51\|-1.36\|35.95\|36.55\|35.08\|337354;2026-04-27\|35.03\|-1.35\|35.73\|36.72\|34.88\|419227;2026-04-28\|37.05\|5.77\|34.61\|37.76\|33.71\|777067;2026-04-29\|36.98\|-0.19\|36.74\|37.34\|36.39\|424343;2026-04-30\|35.78\|-3.25\|36.98\|37.19\|35.16\|487408;2026-05-06\|37.43\|4.61\|36.51\|37.86\|36.27\|563969;2026-05-07\|38.68\|3.34\|37.59\|39.23\|37.50\|505099;2026-05-08\|38.29\|-1.01\|38.01\|39.00\|37.63\|401403;2026-05-11\|38.71\|1.10\|39.02\|40.67\|38.67\|712045;2026-05-12\|41.01\|5.94\|39.48\|41.22\|38.20\|746612;2026-05-13\|42.60\|3.88\|40.92\|42.90\|40.00\|793444;2026-05-14\|41.12\|-3.47\|43.00\|43.00\|40.82\|661727;2026-05-15\|39.30\|-4.43\|41.13\|41.88\|38.92\|690717;2026-05-18\|38.90\|-1.02\|39.00\|40.18\|38.32\|431059;2026-05-19\|43.89\|12.83\|38.83\|44.00\|38.72\|958103;2026-05-20\|42.22\|-3.81\|43.00\|43.50\|41.62\|566892;2026-05-21\|41.53\|-1.63\|43.50\|44.95\|41.40\|747919;2026-05-22\|48.40\|16.54\|42.61\|48.98\|42.61\|1166473;2026-05-25\|51.15\|5.68\|52.00\|53.08\|50.65\|1136934;2026-05-26\|49.65\|-2.93\|51.66\|52.30\|48.80\|828353;2026-05-27\|48.93\|-1.45\|50.50\|53.15\|48.36\|933015;2026-05-28\|52.99\|8.30\|50.01\|53.89\|49.44\|1072391;2026-05-29\|50.78\|-4.17\|55.02\|55.68\|50.30\|982730;2026-06-01\|51.60\|1.61\|50.35\|56.20\|50.35\|1160819;2026-06-02\|58.45\|13.50\|51.44\|59.68\|50.13\|1448218;2026-06-03\|60.47\|3.46\|59.38\|62.80\|57.50\|1397605;2026-06-04\|64.00\|5.84\|59.57\|66.12\|58.80\|1393085;2026-06-05\|65.18\|1.84\|62.11\|67.60\|60.40\|1406309;2026-06-08\|57.61\|-11.61\|62.06\|65.00\|57.29\|1475030;2026-06-09\|66.40\|15.26\|59.41\|66.88\|57.20\|1568596;2026-06-10\|61.13\|-7.94\|66.40\|66.50\|61.00\|1216773;2026-06-11\|62.40\|2.08\|61.11\|64.98\|60.88\|1233917;2026-06-12\|56.33\|-9.73\|65.00\|65.90\|54.68\|1665303;2026-06-15\|63.30\|12.37\|59.53\|63.84\|58.55\|1433962;2026-06-16\|67.43\|6.52\|63.63\|69.66\|63.30\|1450435;2026-06-17\|78.50\|16.42\|68.20\|80.50\|66.90\|1756925;2026-06-18\|89.53\|14.05\|82.20\|91.88\|82.20\|1571376;2026-06-22\|98.90\|10.47\|93.00\|101.00\|91.80\|1442268;2026-06-23\|90.78\|-8.21\|95.50\|97.00\|89.23\|1310958;2026-06-24\|91.72\|1.04\|91.50\|94.62\|88.50\|1285415;2026-06-25\|98.40\|7.28\|93.50\|100.98\|87.00\|1536605;2026-06-26\|102.81\|4.48\|95.00\|105.99\|93.87\|1413223;2026-06-29\|105.55\|2.67\|110.00\|112.88\|100.66\|1355756;2026-06-30\|103.18\|-2.25\|103.54\|105.50\|97.20\|1126628;2026-07-01\|98.82\|-4.23\|106.28\|108.47\|97.73\|1221160;2026-07-02\|92.79\|-6.10\|94.86\|99.70\|91.11\|1039750;2026-07-03\|90.73\|-2.22\|92.97\|96.00\|88.00\|940503;2026-07-06\|88.10\|-2.90\|92.50\|95.80\|86.00\|890121;2026-07-07\|87.55\|-0.62\|87.41\|91.18\|85.33\|754962;2026-07-08\|78.49\|-10.35\|87.55\|89.06\|78.10\|1091618;2026-07-09\|80.80\|2.94\|79.50\|81.09\|74.00\|1188366;2026-07-10\|74.10\|-8.29\|80.50\|84.82\|74.06\|1126455
116001	SK海力士尝试“以钼代钨”	铝+金属镓+稀土永磁+重组推进 1、据2026年4月3日重组报告书，标的公司金属镓产能达290吨/年，占国内2025年原生镓总产能的22.8%，位居全国第二。 2、据公司2020年8月7日互动易回复，公司持有中国稀有稀土股份有限公司11.73%的股权。 3、据2026年6月4日及6月1日互动易，公司收购三门峡铝业的重组事项处于深交所问询回复阶段，公司将积极推进。标的公司拥有氧化铝权益产能1028万吨/年，位居全国第四，并拥有电解铝权益产能超100万吨/年。	公司一季报预增超2倍，报告期内，业绩增长主要系电解铝业务销售价格上涨，同时主要原材料氧化铝等采购价格下降	2026-03-03\|14.51\|-4.16\|14.92\|15.24\|14.47\|742365;2026-03-04\|15.00\|3.38\|14.58\|15.43\|14.54\|847289;2026-03-05\|15.11\|0.73\|15.36\|15.49\|14.94\|768602;2026-03-06\|14.56\|-3.64\|14.90\|14.95\|14.21\|566591;2026-03-09\|14.54\|-0.14\|14.96\|15.11\|14.30\|612122;2026-03-10\|14.35\|-1.31\|14.33\|14.49\|14.09\|494860;2026-03-11\|14.47\|0.84\|14.41\|14.69\|14.37\|454294;2026-03-12\|14.58\|0.76\|14.62\|15.05\|14.36\|661751;2026-03-13\|13.94\|-4.39\|14.50\|14.81\|13.89\|601814;2026-03-16\|13.52\|-3.01\|14.02\|14.45\|13.26\|618763;2026-03-17\|13.08\|-3.25\|13.79\|14.11\|13.00\|519127;2026-03-18\|12.70\|-2.91\|13.08\|13.14\|12.48\|510473;2026-03-19\|11.84\|-6.77\|12.55\|12.59\|11.73\|559568;2026-03-20\|11.53\|-2.62\|11.79\|11.93\|11.51\|376399;2026-03-23\|10.78\|-6.50\|11.30\|11.44\|10.63\|610427;2026-03-24\|11.28\|4.64\|11.06\|11.29\|10.73\|447894;2026-03-25\|11.46\|1.60\|11.58\|11.75\|11.38\|448135;2026-03-26\|11.24\|-1.92\|11.39\|11.51\|11.10\|274364;2026-03-27\|11.69\|4.00\|11.08\|11.77\|11.02\|392094;2026-03-30\|12.32\|5.39\|12.22\|12.45\|11.93\|788878;2026-03-31\|11.89\|-3.49\|12.27\|12.41\|11.79\|482571;2026-04-01\|11.96\|0.59\|12.05\|12.12\|11.83\|316363;2026-04-02\|11.82\|-1.17\|12.13\|12.19\|11.68\|326371;2026-04-03\|11.38\|-3.72\|11.83\|11.89\|11.24\|332699;2026-04-07\|11.53\|1.32\|11.40\|11.56\|11.27\|300827;2026-04-08\|12.18\|5.64\|11.85\|12.19\|11.78\|447532;2026-04-09\|12.52\|2.79\|12.00\|12.60\|11.96\|526185;2026-04-10\|12.28\|-1.92\|12.45\|12.58\|12.23\|401682;2026-04-13\|13.51\|10.02\|13.35\|13.51\|13.25\|861390;2026-04-14\|13.56\|0.37\|13.78\|13.79\|13.35\|1211023;2026-04-15\|13.16\|-2.95\|13.56\|13.71\|13.15\|577754;2026-04-16\|13.73\|4.33\|13.37\|13.77\|13.32\|688710;2026-04-17\|13.80\|0.51\|13.62\|13.90\|13.60\|470169;2026-04-20\|13.48\|-2.32\|13.65\|13.69\|13.40\|460378;2026-04-21\|13.39\|-0.67\|13.50\|13.56\|13.30\|289350;2026-04-22\|13.49\|0.75\|13.35\|13.63\|13.34\|389645;2026-04-23\|13.13\|-2.67\|13.50\|13.57\|13.01\|428056;2026-04-24\|13.19\|0.46\|13.19\|13.29\|12.90\|372808;2026-04-27\|13.17\|-0.15\|13.15\|13.26\|13.05\|251420;2026-04-28\|12.88\|-2.20\|13.20\|13.20\|12.82\|375447;2026-04-29\|13.42\|4.19\|12.88\|13.43\|12.80\|511736;2026-04-30\|13.29\|-0.97\|13.30\|13.65\|13.13\|411256;2026-05-06\|13.69\|3.01\|13.46\|13.79\|13.30\|664219;2026-05-07\|13.54\|-1.10\|13.67\|13.75\|13.35\|493745;2026-05-08\|13.23\|-2.29\|13.42\|13.48\|13.12\|467262;2026-05-11\|13.13\|-0.76\|13.38\|13.56\|13.01\|535188;2026-05-12\|12.92\|-1.60\|13.23\|13.33\|12.80\|418043;2026-05-13\|13.02\|0.77\|12.91\|13.16\|12.79\|389713;2026-05-14\|12.66\|-2.77\|13.00\|13.20\|12.66\|417973;2026-05-15\|11.91\|-5.92\|12.56\|12.65\|11.81\|586220;2026-05-18\|11.77\|-1.18\|11.69\|11.88\|11.55\|292731;2026-05-19\|11.98\|1.78\|11.87\|12.04\|11.61\|320513;2026-05-20\|12.24\|2.17\|11.90\|12.62\|11.88\|488905;2026-05-21\|11.85\|-3.19\|12.39\|12.55\|11.81\|448056;2026-05-22\|12.47\|5.23\|11.96\|12.60\|11.84\|490706;2026-05-25\|12.28\|-1.52\|12.55\|12.60\|12.19\|369995;2026-05-26\|12.49\|4.43\|12.08\|12.57\|11.75\|843592;2026-05-27\|12.10\|-3.12\|12.33\|12.53\|12.04\|539985;2026-05-28\|11.82\|-2.31\|11.99\|12.10\|11.55\|419429;2026-05-29\|11.56\|-2.20\|11.98\|12.26\|11.51\|440094;2026-06-01\|11.78\|1.90\|11.57\|11.90\|11.54\|354172;2026-06-02\|12.22\|3.74\|11.84\|12.28\|11.75\|447808;2026-06-03\|12.10\|-0.98\|12.10\|12.37\|11.94\|452490;2026-06-04\|11.45\|-5.37\|11.94\|11.94\|11.40\|496375;2026-06-05\|11.16\|-2.53\|11.43\|11.51\|11.09\|407406;2026-06-08\|10.43\|-6.54\|10.76\|10.95\|10.32\|390345;2026-06-09\|10.62\|1.82\|10.56\|10.66\|10.18\|282188;2026-06-10\|10.55\|-0.66\|10.46\|10.62\|10.29\|241370;2026-06-11\|10.58\|0.28\|10.51\|10.74\|10.45\|245944;2026-06-12\|11.43\|8.03\|10.75\|11.64\|10.71\|749051;2026-06-15\|11.59\|1.40\|11.48\|11.75\|11.39\|562853;2026-06-16\|11.03\|-4.83\|11.36\|11.47\|10.99\|519327;2026-06-17\|10.97\|-0.54\|10.96\|11.25\|10.83\|363140;2026-06-18\|11.03\|0.55\|11.00\|11.32\|10.80\|397838;2026-06-22\|12.13\|9.97\|11.04\|12.13\|10.97\|883771;2026-06-23\|11.54\|-4.86\|12.47\|12.55\|11.51\|921339;2026-06-24\|12.00\|3.99\|11.59\|12.28\|11.46\|700830;2026-06-25\|11.40\|-5.00\|11.68\|11.84\|11.31\|551798;2026-06-26\|10.87\|-4.65\|11.35\|11.44\|10.76\|404375;2026-06-29\|10.93\|0.55\|10.86\|11.05\|10.60\|331210;2026-06-30\|10.59\|-3.11\|10.63\|10.77\|10.40\|400414;2026-07-01\|10.57\|-0.19\|10.49\|10.69\|10.24\|341897;2026-07-02\|10.57\|0.00\|10.65\|10.81\|10.47\|354337;2026-07-03\|10.75\|1.70\|10.70\|10.90\|10.64\|384154;2026-07-06\|10.57\|-1.67\|10.80\|11.00\|10.53\|386849;2026-07-07\|10.36\|-1.99\|10.48\|10.59\|10.30\|238234;2026-07-08\|10.08\|-2.70\|10.35\|10.41\|10.07\|264000;2026-07-09\|9.80\|-2.78\|10.01\|10.10\|9.48\|413787;2026-07-10\|10.01\|2.14\|9.86\|10.25\|9.72\|332348
116000	SK海力士尝试“以钼代钨”	铋产品+铂族金属回收+一季报增长+有色金属行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日互动易，公司子公司靖远高能的铋产品是4N级产品，暂时没有拓展延伸计划。目前已生产出三氧化二铋产品。 2、据2026年5月18日互动易，公司控股子公司金昌高能是国内铂族金属回收领域产能规模最大和工艺链最全的企业之一，已形成以铂族金属为主的综合资源回收能力。 3、据2025年年报，公司是国内拥有最全面产品组合的固废及危废资源循环利用公司，能够回收14种金属元素，具备铜、金、银、铅、锌、镍等金属的提炼加工能力。 4、据2026年4月10日公告，公司2026年一季度归母净利润6.03亿元，同比增长168.40%，主要系金属资源循环利用板块产能爬坡及主要金属价格上涨。	公司是国内少数能够回收并销售所有关键铂族金属的公司之一	2026-03-03\|12.44\|-5.69\|12.69\|13.06\|12.35\|1254788;2026-03-04\|12.84\|3.22\|12.28\|12.99\|12.16\|859199;2026-03-05\|13.10\|2.02\|13.10\|13.23\|12.73\|694756;2026-03-06\|13.40\|2.29\|12.94\|13.70\|12.90\|608238;2026-03-09\|14.02\|4.63\|13.00\|14.10\|12.65\|1125725;2026-03-10\|14.51\|3.50\|14.17\|14.54\|13.92\|778228;2026-03-11\|15.13\|4.27\|14.52\|15.37\|14.42\|1114022;2026-03-12\|15.94\|5.35\|15.11\|16.44\|15.02\|1128721;2026-03-13\|15.23\|-4.45\|16.00\|16.06\|14.70\|1265828;2026-03-16\|15.97\|4.86\|15.45\|16.26\|14.58\|1260756;2026-03-17\|14.80\|-7.33\|15.92\|15.95\|14.80\|961332;2026-03-18\|14.69\|-0.74\|14.90\|15.13\|14.50\|782503;2026-03-19\|14.12\|-3.88\|14.18\|14.60\|14.05\|706196;2026-03-20\|13.96\|-1.13\|14.11\|14.31\|13.87\|711364;2026-03-23\|13.09\|-6.23\|13.10\|13.68\|12.89\|916889;2026-03-24\|13.54\|3.44\|13.55\|13.62\|13.07\|682006;2026-03-25\|14.53\|7.31\|13.86\|14.60\|13.61\|790481;2026-03-26\|14.04\|-3.37\|14.49\|14.63\|13.91\|571139;2026-03-27\|14.60\|3.99\|13.88\|14.82\|13.70\|598527;2026-03-30\|15.00\|2.74\|14.42\|15.08\|14.26\|680421;2026-03-31\|14.95\|-0.33\|15.04\|15.71\|14.75\|911696;2026-04-01\|15.09\|0.94\|15.40\|15.80\|14.90\|1043561;2026-04-02\|15.47\|2.52\|15.06\|15.85\|15.00\|812818;2026-04-03\|15.51\|0.26\|15.50\|15.75\|15.10\|952374;2026-04-07\|16.02\|3.29\|15.36\|16.10\|14.86\|905947;2026-04-08\|17.30\|7.99\|16.20\|17.37\|16.20\|1047600;2026-04-09\|18.45\|6.65\|17.30\|18.66\|17.10\|1812508;2026-04-10\|16.61\|-9.97\|18.21\|18.27\|16.61\|1535349;2026-04-13\|16.02\|-3.55\|16.25\|16.84\|15.89\|1246438;2026-04-14\|15.68\|-2.12\|16.00\|16.44\|15.60\|975658;2026-04-15\|15.20\|-3.06\|15.43\|15.66\|14.96\|1159505;2026-04-16\|15.70\|3.29\|15.22\|15.80\|15.03\|886103;2026-04-17\|15.69\|-0.06\|15.73\|16.44\|15.56\|978649;2026-04-20\|15.42\|-1.72\|15.57\|15.88\|15.10\|712071;2026-04-21\|15.89\|3.05\|15.35\|16.20\|15.35\|773508;2026-04-22\|15.81\|-0.50\|15.82\|16.20\|15.72\|600227;2026-04-23\|15.29\|-3.29\|15.85\|15.93\|15.20\|526061;2026-04-24\|15.27\|-0.13\|15.22\|15.58\|14.98\|439592;2026-04-27\|14.92\|-1.65\|15.26\|15.37\|14.83\|446226;2026-04-28\|14.85\|-0.47\|14.88\|14.99\|14.40\|475163;2026-04-29\|14.77\|-0.54\|14.76\|14.98\|14.63\|416828;2026-04-30\|14.58\|-1.29\|14.80\|14.86\|14.55\|365350;2026-05-06\|14.79\|1.44\|14.87\|14.93\|14.44\|627590;2026-05-07\|15.34\|3.72\|14.90\|15.44\|14.75\|740670;2026-05-08\|15.01\|-2.15\|15.25\|15.25\|14.67\|575828;2026-05-11\|14.53\|-3.20\|14.90\|14.98\|14.43\|614524;2026-05-12\|14.60\|0.48\|14.59\|14.75\|14.31\|464543;2026-05-13\|14.83\|1.58\|14.51\|15.20\|14.46\|542066;2026-05-14\|14.77\|-0.40\|14.83\|15.06\|14.68\|432014;2026-05-15\|13.29\|-10.02\|14.70\|14.70\|13.29\|1001149;2026-05-18\|13.15\|-1.05\|13.00\|13.43\|12.91\|735186;2026-05-19\|13.03\|-0.91\|13.15\|13.20\|12.70\|559608;2026-05-20\|13.08\|0.38\|12.90\|13.15\|12.68\|489781;2026-05-21\|12.62\|-3.52\|13.18\|13.30\|12.61\|371385;2026-05-22\|12.99\|2.93\|12.70\|13.10\|12.60\|373243;2026-05-25\|12.97\|-0.15\|13.15\|13.25\|12.76\|295094;2026-05-26\|13.06\|0.69\|12.86\|13.33\|12.67\|381246;2026-05-27\|12.60\|-3.52\|12.95\|13.17\|12.59\|294658;2026-05-28\|12.38\|-1.75\|12.59\|12.61\|12.20\|398578;2026-05-29\|12.31\|-0.57\|12.47\|12.61\|12.27\|359980;2026-06-01\|12.37\|0.49\|12.32\|12.50\|12.22\|321500;2026-06-02\|12.79\|3.40\|12.40\|13.02\|12.05\|490425;2026-06-03\|12.95\|1.25\|12.79\|13.40\|12.71\|567331;2026-06-04\|13.77\|6.33\|12.84\|14.10\|12.84\|733060;2026-06-05\|13.56\|-1.53\|13.71\|14.37\|13.45\|710281;2026-06-08\|13.01\|-4.06\|12.70\|13.38\|12.68\|635804;2026-06-09\|14.20\|9.15\|13.17\|14.31\|12.62\|874910;2026-06-10\|14.47\|1.90\|14.10\|14.77\|13.97\|907219;2026-06-11\|13.68\|-5.46\|14.31\|14.46\|13.56\|672102;2026-06-12\|14.21\|3.87\|13.99\|14.49\|13.57\|675439;2026-06-15\|14.06\|-1.06\|14.41\|14.46\|13.79\|711626;2026-06-16\|14.70\|4.55\|14.07\|14.90\|13.89\|683536;2026-06-17\|15.51\|5.51\|14.99\|15.81\|14.98\|846167;2026-06-18\|16.01\|3.22\|15.19\|16.16\|15.14\|797401;2026-06-22\|17.61\|9.99\|16.62\|17.61\|16.39\|1138698;2026-06-23\|18.24\|3.58\|18.95\|19.37\|17.93\|2263944;2026-06-24\|18.49\|1.37\|18.17\|18.93\|17.87\|1358011;2026-06-25\|19.60\|6.00\|18.46\|19.90\|18.33\|1448444;2026-06-26\|19.03\|-2.91\|19.60\|19.61\|18.39\|1243165;2026-06-29\|19.34\|1.63\|19.50\|20.20\|18.70\|1237781;2026-06-30\|19.20\|-0.72\|19.00\|19.22\|18.18\|927263;2026-07-01\|19.65\|2.34\|19.40\|20.17\|19.20\|980583;2026-07-02\|18.85\|-4.07\|19.03\|20.15\|18.50\|870966;2026-07-03\|19.80\|5.04\|18.93\|20.70\|18.28\|1311977;2026-07-06\|17.82\|-10.00\|20.00\|20.36\|17.82\|1332465;2026-07-07\|17.11\|-3.98\|17.80\|17.89\|17.00\|858963;2026-07-08\|15.90\|-7.07\|17.11\|17.43\|15.90\|823904;2026-07-09\|15.85\|-0.31\|16.00\|16.24\|15.20\|713900;2026-07-10\|14.81\|-6.56\|15.60\|15.72\|14.80\|953109
115999	SK海力士尝试“以钼代钨”	铅锌铜+铟+稀有金属+广东国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年4月22日年报及2026年5月27日机构调研，公司主要从事铜、铅、锌等有色金属的采、选、冶，并综合回收金、银、镓、锗、铟等稀有稀散稀贵金属，是国内铅锌行业龙头企业，直接掌控的已探明铜铅锌等有色金属资源总量超千万吨。 2、据2026年4月22日年报及2026年5月27日机构调研，公司锚定新“一体两翼”战略，将金、银、镓、锗、铟等稀有稀散稀贵金属的高效回收与高纯化制备作为重点发展方向，并壮大高端新材料产业集群。 3、据2026年4月22日年报及公开信息，公司控股股东为广东省广晟控股集团有限公司，实际控制人为广东省人民政府国有资产监督管理委员会。	跨国铅锌龙头；全资子公司加拿大全球星矿业主营铜金银矿等勘探、开采、加工、销售，保有金金属资源量90吨	2026-03-03\|7.73\|-7.65\|8.20\|8.25\|7.70\|3051404;2026-03-04\|7.82\|1.16\|7.60\|8.00\|7.52\|1962789;2026-03-05\|7.64\|-2.30\|7.96\|7.99\|7.58\|1694879;2026-03-06\|7.55\|-1.18\|7.55\|7.65\|7.41\|1193713;2026-03-09\|7.40\|-1.99\|7.34\|7.45\|7.12\|1593470;2026-03-10\|7.44\|0.54\|7.53\|7.57\|7.37\|1011767;2026-03-11\|7.35\|-1.21\|7.47\|7.51\|7.33\|1008979;2026-03-12\|7.31\|-0.54\|7.29\|7.43\|7.22\|1128103;2026-03-13\|7.18\|-1.78\|7.23\|7.57\|7.16\|1579809;2026-03-16\|6.91\|-3.76\|7.12\|7.15\|6.77\|1656816;2026-03-17\|6.71\|-2.89\|6.94\|6.97\|6.71\|1137607;2026-03-18\|6.65\|-0.89\|6.75\|6.76\|6.55\|1000448;2026-03-19\|6.27\|-5.71\|6.45\|6.50\|6.21\|1545792;2026-03-20\|6.16\|-1.75\|6.35\|6.37\|6.16\|1173856;2026-03-23\|5.78\|-6.17\|6.00\|6.10\|5.71\|1640639;2026-03-24\|6.08\|5.19\|5.92\|6.09\|5.78\|1480015;2026-03-25\|6.13\|0.82\|6.20\|6.26\|6.09\|1426136;2026-03-26\|6.06\|-1.14\|6.09\|6.17\|6.00\|931520;2026-03-27\|6.14\|1.32\|5.94\|6.19\|5.91\|922413;2026-03-30\|6.23\|1.47\|6.12\|6.24\|6.06\|959615;2026-03-31\|6.12\|-1.77\|6.23\|6.29\|6.11\|863382;2026-04-01\|6.23\|1.80\|6.28\|6.31\|6.16\|767466;2026-04-02\|6.09\|-2.25\|6.21\|6.22\|6.03\|676939;2026-04-03\|5.99\|-1.64\|6.10\|6.12\|5.96\|574224;2026-04-07\|6.07\|1.34\|5.98\|6.10\|5.98\|543444;2026-04-08\|6.44\|6.10\|6.26\|6.44\|6.25\|1292917;2026-04-09\|6.30\|-2.17\|6.32\|6.38\|6.25\|702203;2026-04-10\|6.28\|-0.32\|6.35\|6.44\|6.27\|811670;2026-04-13\|6.35\|1.11\|6.24\|6.37\|6.20\|657475;2026-04-14\|6.43\|1.26\|6.43\|6.48\|6.34\|793838;2026-04-15\|6.38\|-0.78\|6.49\|6.58\|6.37\|910436;2026-04-16\|6.55\|2.66\|6.39\|6.56\|6.39\|961134;2026-04-17\|6.75\|3.05\|6.62\|6.81\|6.60\|1360097;2026-04-20\|6.87\|1.78\|6.78\|6.97\|6.78\|1313730;2026-04-21\|6.79\|-1.16\|6.85\|6.85\|6.73\|756500;2026-04-22\|6.81\|0.29\|6.51\|6.85\|6.48\|1618494;2026-04-23\|6.49\|-4.70\|6.84\|6.84\|6.44\|1453876;2026-04-24\|6.49\|0.00\|6.44\|6.56\|6.35\|905486;2026-04-27\|6.58\|1.39\|6.57\|6.72\|6.52\|949545;2026-04-28\|6.39\|-2.89\|6.55\|6.56\|6.35\|847427;2026-04-29\|6.65\|4.07\|6.35\|6.69\|6.31\|1158165;2026-04-30\|6.75\|1.50\|6.68\|6.88\|6.67\|1534571;2026-05-06\|7.43\|10.07\|6.78\|7.43\|6.75\|2704200;2026-05-07\|8.08\|8.75\|7.71\|8.17\|7.59\|7235814;2026-05-08\|7.95\|-1.61\|7.81\|8.23\|7.77\|4315316;2026-05-11\|8.50\|6.92\|8.17\|8.75\|8.17\|6175870;2026-05-12\|7.76\|-8.71\|8.20\|8.28\|7.65\|6186792;2026-05-13\|7.76\|0.00\|7.68\|7.87\|7.65\|3263001;2026-05-14\|7.90\|1.80\|7.98\|8.35\|7.90\|3827442;2026-05-15\|7.40\|-6.33\|7.86\|7.91\|7.32\|3036213;2026-05-18\|7.35\|-0.68\|7.25\|7.47\|7.11\|1608852;2026-05-19\|7.30\|-0.68\|7.34\|7.34\|7.00\|1862014;2026-05-20\|7.25\|-0.68\|7.19\|7.35\|7.12\|1397240;2026-05-21\|6.88\|-5.10\|7.35\|7.50\|6.85\|2008286;2026-05-22\|7.57\|10.03\|6.99\|7.57\|6.87\|1784372;2026-05-25\|7.70\|1.72\|7.76\|7.99\|7.54\|3465222;2026-05-26\|7.90\|2.60\|7.69\|8.02\|7.43\|3347421;2026-05-27\|7.55\|-4.43\|7.80\|7.89\|7.48\|2226804;2026-05-28\|7.78\|3.05\|7.53\|7.88\|7.34\|2452256;2026-05-29\|7.71\|-0.90\|8.12\|8.27\|7.64\|3649204;2026-06-01\|7.68\|-0.39\|7.71\|8.01\|7.66\|2316878;2026-06-02\|7.84\|2.08\|7.74\|7.93\|7.54\|2294167;2026-06-03\|8.17\|4.21\|7.78\|8.44\|7.72\|4121981;2026-06-04\|7.80\|-4.53\|8.04\|8.05\|7.77\|2812784;2026-06-05\|7.45\|-4.49\|7.70\|7.75\|7.38\|2718313;2026-06-08\|6.95\|-6.71\|7.06\|7.37\|6.88\|2507789;2026-06-09\|7.16\|3.02\|7.10\|7.25\|6.98\|1903886;2026-06-10\|6.95\|-2.93\|7.03\|7.15\|6.85\|1846361;2026-06-11\|7.17\|3.17\|6.93\|7.35\|6.91\|2316934;2026-06-12\|7.56\|5.44\|7.34\|7.82\|7.25\|3382302;2026-06-15\|7.92\|4.76\|7.80\|7.94\|7.69\|3246671;2026-06-16\|8.02\|1.26\|7.92\|8.15\|7.82\|2670615;2026-06-17\|7.97\|-0.62\|8.00\|8.22\|7.91\|2344046;2026-06-18\|8.01\|0.50\|8.04\|8.28\|7.85\|2504299;2026-06-22\|8.81\|9.99\|8.19\|8.81\|8.09\|4448663;2026-06-23\|7.93\|-9.99\|8.87\|8.91\|7.93\|4617544;2026-06-24\|8.17\|3.03\|7.89\|8.23\|7.67\|3515559;2026-06-25\|7.96\|-2.57\|8.09\|8.46\|7.88\|2981901;2026-06-26\|7.68\|-3.52\|7.96\|8.29\|7.59\|3091166;2026-06-29\|7.82\|1.82\|7.71\|8.07\|7.66\|2636690;2026-06-30\|7.57\|-3.20\|7.68\|7.69\|7.43\|2195536;2026-07-01\|7.65\|1.06\|7.50\|7.84\|7.43\|1812000;2026-07-02\|7.41\|-3.14\|7.62\|7.76\|7.32\|2087074;2026-07-03\|7.23\|-2.43\|7.54\|7.58\|7.22\|2008341;2026-07-06\|7.38\|2.07\|7.51\|7.95\|7.31\|4032932;2026-07-07\|6.87\|-6.91\|7.16\|7.21\|6.85\|2701512;2026-07-08\|6.59\|-4.08\|6.83\|6.88\|6.59\|1458175;2026-07-09\|6.49\|-0.76\|6.54\|6.59\|6.19\|1748243;2026-07-10\|6.49\|0.00\|6.51\|6.67\|6.46\|1327694
115998	SK海力士尝试“以钼代钨”	锡铟龙头+算力金属+竞拍成功+云南国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日公告，公司成功竞拍赤峰大井子锡业有限公司100%股权，旨在整合国内锡冶炼产能，构建云南、湖南、内蒙古三地联动的锡产业链体系，巩固全球行业龙头优势。 2、据2026年6月22日同花顺快讯，金属锆、小金属板块高开，锡业股份跟涨。 3、据2026年6月10日投资者关系活动记录，AI服务器、数据中心建设爆发式增长带动高端PCB和先进封装用锡焊料需求扩容，公司作为全球锡产销量第一的龙头深度受益；同时，公司是国内最大的原生铟生产基地，光模块速率升级带动磷化铟用铟需求增长，铟价上行对公司业绩有积极影响。 4、据2025年年报，公司最终控制人为云南省人民政府国有资产监督管理委员会，是锡铟行业的世界一流专业领军示范企业。	公司拥有铟资源储量5987吨，铟冶炼产能60吨/年	2026-03-03\|43.92\|-10.00\|45.69\|46.98\|43.92\|1121095;2026-03-04\|42.50\|-3.23\|41.36\|44.54\|41.36\|928722;2026-03-05\|41.04\|-3.44\|43.00\|43.59\|40.51\|744185;2026-03-06\|40.30\|-1.80\|41.43\|41.60\|39.68\|512091;2026-03-09\|38.86\|-3.57\|38.18\|39.08\|36.84\|746139;2026-03-10\|39.88\|2.62\|40.02\|40.20\|39.25\|445078;2026-03-11\|39.07\|-2.03\|40.02\|40.64\|39.00\|455254;2026-03-12\|38.28\|-2.02\|38.80\|39.21\|37.60\|445755;2026-03-13\|36.89\|-3.63\|38.15\|38.76\|36.68\|446500;2026-03-16\|35.55\|-3.63\|36.50\|36.55\|34.06\|652894;2026-03-17\|35.15\|-1.13\|35.85\|36.70\|35.12\|394118;2026-03-18\|35.03\|-0.34\|35.50\|35.59\|34.50\|307158;2026-03-19\|32.78\|-6.42\|33.63\|34.29\|32.52\|515522;2026-03-20\|32.62\|-0.49\|33.23\|33.94\|32.60\|425932;2026-03-23\|30.29\|-7.14\|32.07\|32.37\|30.07\|549124;2026-03-24\|31.31\|3.37\|31.28\|31.31\|30.17\|466476;2026-03-25\|32.04\|2.33\|32.68\|33.00\|31.79\|640122;2026-03-26\|31.10\|-2.93\|31.89\|32.23\|30.88\|422234;2026-03-27\|32.50\|4.50\|30.60\|33.20\|30.60\|509282;2026-03-30\|32.48\|-0.06\|31.99\|32.53\|31.03\|544096;2026-03-31\|31.56\|-2.83\|32.47\|32.86\|31.41\|449810;2026-04-01\|32.53\|3.07\|32.51\|32.70\|31.98\|465433;2026-04-02\|30.84\|-5.20\|32.00\|32.14\|30.50\|457890;2026-04-03\|30.29\|-1.78\|31.14\|31.26\|30.24\|255525;2026-04-07\|30.88\|1.95\|30.70\|31.22\|30.47\|270914;2026-04-08\|33.45\|8.32\|32.88\|33.54\|31.99\|663771;2026-04-09\|32.64\|-2.42\|32.44\|33.19\|32.11\|396574;2026-04-10\|32.86\|0.67\|33.02\|33.58\|32.55\|415977;2026-04-13\|32.63\|-0.70\|32.28\|32.84\|32.26\|298822;2026-04-14\|33.86\|3.77\|34.00\|34.48\|33.45\|593291;2026-04-15\|34.08\|0.65\|35.00\|35.95\|34.00\|658080;2026-04-16\|35.41\|3.90\|35.00\|35.66\|34.20\|606821;2026-04-17\|35.58\|0.48\|35.11\|36.15\|34.94\|538434;2026-04-20\|37.55\|5.54\|35.80\|39.10\|35.80\|873098;2026-04-21\|38.01\|1.23\|37.18\|38.58\|36.60\|715364;2026-04-22\|40.58\|6.76\|37.80\|41.00\|37.80\|962208;2026-04-23\|37.37\|-7.91\|41.01\|41.28\|37.01\|1288209;2026-04-24\|37.94\|1.53\|36.90\|38.33\|36.50\|787885;2026-04-27\|38.19\|0.66\|37.96\|39.14\|37.79\|685895;2026-04-28\|34.93\|-8.54\|36.49\|36.49\|34.86\|904031;2026-04-29\|36.06\|3.23\|34.90\|36.42\|34.62\|608999;2026-04-30\|35.25\|-1.56\|35.44\|36.18\|34.88\|499689;2026-05-06\|38.46\|9.11\|36.01\|38.68\|35.82\|1011024;2026-05-07\|40.00\|4.00\|39.30\|40.68\|39.20\|1077483;2026-05-08\|40.29\|0.72\|39.50\|41.14\|39.30\|805574;2026-05-11\|41.31\|2.53\|40.98\|42.38\|40.39\|918819;2026-05-12\|40.70\|-1.48\|42.18\|42.37\|40.32\|761405;2026-05-13\|40.36\|-0.84\|41.00\|41.41\|39.72\|671966;2026-05-14\|38.92\|-3.57\|40.46\|41.71\|38.90\|749139;2026-05-15\|36.52\|-6.17\|38.39\|38.49\|36.13\|805768;2026-05-18\|37.70\|3.23\|35.70\|38.10\|35.35\|613979;2026-05-19\|36.35\|-3.58\|37.32\|37.46\|35.40\|546830;2026-05-20\|36.46\|0.30\|36.01\|36.60\|34.71\|594157;2026-05-21\|36.29\|-0.47\|37.55\|39.37\|36.18\|792394;2026-05-22\|38.01\|4.74\|36.91\|38.59\|36.50\|660435;2026-05-25\|39.84\|4.81\|38.50\|40.44\|38.21\|886193;2026-05-26\|41.74\|4.77\|38.98\|41.87\|38.00\|1083943;2026-05-27\|39.08\|-6.37\|41.51\|42.19\|38.82\|781200;2026-05-28\|38.77\|-0.79\|39.06\|39.17\|37.29\|560552;2026-05-29\|37.50\|-3.28\|39.80\|40.17\|36.86\|626413;2026-06-01\|39.26\|4.69\|38.17\|41.02\|38.09\|982209;2026-06-02\|43.19\|10.01\|40.70\|43.19\|40.54\|1157725;2026-06-03\|43.75\|1.30\|43.83\|44.96\|42.93\|1475661;2026-06-04\|41.84\|-4.37\|43.00\|43.43\|41.61\|942773;2026-06-05\|38.90\|-7.03\|40.52\|41.17\|38.45\|1056061;2026-06-08\|35.01\|-10.00\|36.01\|36.97\|35.01\|1118947;2026-06-09\|35.44\|1.23\|34.88\|35.54\|33.92\|873522;2026-06-10\|33.97\|-4.15\|33.86\|34.45\|33.20\|721668;2026-06-11\|34.86\|2.62\|33.85\|35.62\|33.85\|756369;2026-06-12\|37.65\|8.00\|36.18\|38.35\|35.44\|1390769;2026-06-15\|41.42\|10.01\|38.88\|41.42\|38.70\|1304868;2026-06-16\|41.64\|0.53\|41.69\|43.05\|41.38\|1274227;2026-06-17\|41.43\|-0.50\|41.30\|42.56\|40.62\|909906;2026-06-18\|41.74\|0.75\|41.83\|43.29\|40.70\|1094815;2026-06-22\|45.91\|9.99\|43.84\|45.91\|43.47\|1051655;2026-06-23\|42.45\|-7.54\|48.21\|48.77\|42.01\|1906758;2026-06-24\|46.60\|9.78\|42.03\|46.69\|40.81\|1559792;2026-06-25\|44.42\|-4.68\|45.60\|47.86\|44.13\|1560827;2026-06-26\|42.58\|-4.14\|44.56\|46.70\|42.50\|1256726;2026-06-29\|44.83\|5.28\|43.47\|46.63\|43.12\|1367762;2026-06-30\|42.69\|-4.77\|44.20\|44.38\|41.01\|1286574;2026-07-01\|42.32\|-0.87\|42.70\|44.79\|41.96\|1043432;2026-07-02\|41.21\|-2.62\|41.01\|43.20\|39.60\|864465;2026-07-03\|40.48\|-1.77\|41.21\|42.27\|40.46\|816635;2026-07-06\|40.41\|-0.17\|41.31\|43.00\|40.31\|821054;2026-07-07\|37.31\|-7.67\|39.10\|39.44\|37.04\|859319;2026-07-08\|36.00\|-3.51\|37.32\|37.58\|35.78\|581056;2026-07-09\|37.27\|3.53\|36.08\|37.36\|34.15\|811615;2026-07-10\|36.45\|-2.20\|37.13\|38.30\|36.36\|647540
115997	SK海力士尝试“以钼代钨”	泛半导体高纯金属+白银龙头+国企行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日互动易，公司泛半导体高纯金属材料项目推进顺利，已成功制备出7N级高纯铟、高纯碲、高纯锌等产品；其中7N级高纯铟、高纯碲、高纯镉等产品正与多家下游客户开展试用及商务洽谈。 2、据2025年年度报告及2026年6月2日业绩说明会公告，公司是国内最大的白银生产基地，铅产能、白银产能均实现全国第一；2026年度生产经营目标为白银产量1,900吨、黄金产量16吨。 3、据2025年年度报告，公司最终控制人为济源产城融合示范区国有资产监督管理局，具备国企背景。	公司主营有色金属冶炼及综合回收，主要产品为电解铅、白银、黄金等	2026-03-03\|17.39\|-9.99\|18.58\|18.58\|17.39\|1308185;2026-03-04\|16.70\|-3.97\|16.06\|17.26\|16.06\|849017;2026-03-05\|16.66\|-0.24\|17.00\|17.06\|16.46\|667223;2026-03-06\|16.50\|-0.96\|16.41\|16.73\|16.20\|450579;2026-03-09\|16.39\|-0.67\|15.90\|16.52\|15.61\|592458;2026-03-10\|16.59\|1.22\|16.85\|16.89\|16.50\|411305;2026-03-11\|16.30\|-1.75\|16.70\|16.71\|16.21\|420569;2026-03-12\|15.97\|-2.02\|16.07\|16.31\|15.75\|442391;2026-03-13\|15.40\|-3.57\|15.77\|16.13\|15.33\|515532;2026-03-16\|14.74\|-4.29\|15.10\|15.16\|14.38\|714028;2026-03-17\|14.53\|-1.42\|14.71\|14.96\|14.52\|410946;2026-03-18\|14.51\|-0.14\|14.51\|14.58\|14.25\|316747;2026-03-19\|13.60\|-6.27\|14.12\|14.18\|13.47\|631818;2026-03-20\|13.41\|-1.40\|13.60\|13.86\|13.39\|441659;2026-03-23\|12.30\|-8.28\|12.98\|13.29\|12.21\|705009;2026-03-24\|12.89\|4.80\|12.88\|12.93\|12.42\|543585;2026-03-25\|13.19\|2.33\|13.47\|13.59\|13.09\|711386;2026-03-26\|12.80\|-2.96\|13.09\|13.23\|12.76\|400280;2026-03-27\|13.11\|2.42\|12.51\|13.20\|12.51\|416093;2026-03-30\|13.27\|1.22\|12.95\|13.35\|12.88\|433018;2026-03-31\|13.18\|-0.68\|13.39\|13.64\|13.18\|478634;2026-04-01\|13.45\|2.05\|13.60\|13.70\|13.23\|434096;2026-04-02\|12.94\|-3.79\|13.29\|13.29\|12.80\|396046;2026-04-03\|12.75\|-1.47\|13.09\|13.11\|12.63\|242761;2026-04-07\|12.76\|0.08\|12.70\|12.87\|12.62\|269962;2026-04-08\|13.99\|9.64\|13.31\|14.00\|13.30\|748819;2026-04-09\|13.61\|-2.72\|13.52\|13.79\|13.35\|523778;2026-04-10\|13.55\|-0.44\|13.78\|13.86\|13.54\|381448;2026-04-13\|13.55\|0.00\|13.50\|13.59\|13.37\|288945;2026-04-14\|13.64\|0.66\|13.79\|13.88\|13.48\|354733;2026-04-15\|13.49\|-1.10\|13.96\|14.07\|13.43\|559403;2026-04-16\|14.04\|4.08\|13.56\|14.19\|13.55\|654778;2026-04-17\|14.63\|4.20\|14.20\|15.17\|14.20\|959639;2026-04-20\|15.29\|4.51\|14.64\|15.51\|14.64\|1105581;2026-04-21\|15.37\|0.52\|15.31\|15.39\|14.95\|646178;2026-04-22\|16.40\|6.70\|15.41\|16.91\|15.31\|1629560;2026-04-23\|15.59\|-4.94\|16.46\|16.50\|15.45\|1128496;2026-04-24\|15.56\|-0.19\|15.30\|16.02\|15.28\|745301;2026-04-27\|15.82\|1.67\|15.40\|16.15\|15.38\|700462;2026-04-28\|15.88\|0.38\|15.72\|16.00\|15.31\|752860;2026-04-29\|15.25\|-3.97\|14.69\|15.46\|14.29\|1081558;2026-04-30\|14.73\|-3.41\|15.03\|15.21\|14.69\|673920;2026-05-06\|15.38\|4.41\|14.95\|15.50\|14.76\|746354;2026-05-07\|15.71\|2.15\|15.70\|15.98\|15.36\|764820;2026-05-08\|16.00\|1.85\|15.53\|16.25\|15.46\|920469;2026-05-11\|16.67\|4.19\|16.34\|17.07\|16.22\|1244185;2026-05-12\|16.64\|-0.18\|17.50\|17.50\|16.48\|1053398;2026-05-13\|16.58\|-0.36\|17.00\|17.34\|16.50\|881560;2026-05-14\|16.72\|0.84\|16.50\|17.39\|16.26\|1259450;2026-05-15\|15.32\|-8.37\|16.40\|16.42\|15.15\|1106368;2026-05-18\|14.90\|-2.74\|14.95\|15.14\|14.35\|668456;2026-05-19\|14.12\|-5.23\|14.80\|14.80\|13.96\|703840;2026-05-20\|13.84\|-1.98\|13.71\|14.03\|13.46\|574581;2026-05-21\|13.23\|-4.41\|14.00\|14.39\|13.19\|613684;2026-05-22\|13.92\|5.22\|13.35\|14.13\|13.15\|508640;2026-05-25\|13.90\|-0.14\|14.17\|14.48\|13.77\|432365;2026-05-26\|14.29\|2.81\|13.95\|14.34\|13.53\|605137;2026-05-27\|13.55\|-5.18\|14.20\|14.20\|13.41\|515187;2026-05-28\|13.60\|0.37\|13.29\|13.73\|13.06\|410065;2026-05-29\|13.23\|-2.72\|13.75\|13.84\|13.16\|381623;2026-06-01\|13.09\|-1.06\|13.23\|13.46\|13.07\|400949;2026-06-02\|13.44\|2.67\|13.13\|13.50\|12.70\|561211;2026-06-03\|13.37\|-0.52\|13.21\|13.60\|13.14\|434309;2026-06-04\|12.83\|-4.04\|13.17\|13.17\|12.77\|369192;2026-06-05\|12.50\|-2.57\|12.77\|12.82\|12.43\|369230;2026-06-08\|11.69\|-6.48\|11.70\|12.06\|11.45\|429438;2026-06-09\|11.82\|1.11\|11.80\|11.85\|11.37\|334966;2026-06-10\|11.52\|-2.54\|11.50\|11.62\|11.34\|299656;2026-06-11\|11.90\|3.30\|11.45\|12.15\|11.40\|479765;2026-06-12\|13.09\|10.00\|12.40\|13.09\|12.34\|759485;2026-06-15\|13.72\|4.81\|13.20\|13.73\|13.09\|1195992;2026-06-16\|13.66\|-0.44\|13.43\|13.80\|13.28\|818014;2026-06-17\|13.43\|-1.68\|13.63\|13.75\|13.26\|530444;2026-06-18\|13.46\|0.22\|13.29\|13.92\|13.18\|652783;2026-06-22\|14.81\|10.03\|13.99\|14.81\|13.99\|944308;2026-06-23\|14.44\|-2.50\|15.50\|15.80\|14.30\|1613214;2026-06-24\|15.76\|9.14\|14.80\|15.88\|14.44\|1652440;2026-06-25\|17.02\|7.99\|15.76\|17.34\|15.70\|2596645;2026-06-26\|15.93\|-6.40\|17.11\|17.11\|15.59\|1923040;2026-06-29\|15.49\|-2.76\|15.60\|16.53\|15.20\|1376913;2026-06-30\|14.76\|-4.71\|15.30\|15.32\|14.52\|1140354;2026-07-01\|15.73\|6.57\|14.58\|16.24\|14.48\|1431868;2026-07-02\|14.83\|-5.72\|15.48\|15.50\|14.78\|1182973;2026-07-03\|15.24\|2.76\|15.58\|16.15\|15.11\|1282414;2026-07-06\|14.57\|-4.40\|15.30\|15.75\|14.53\|1052992;2026-07-07\|13.70\|-5.97\|14.25\|14.65\|13.61\|699840;2026-07-08\|13.11\|-4.31\|13.61\|13.76\|13.10\|528718;2026-07-09\|13.51\|4.73\|12.99\|13.56\|12.50\|628808;2026-07-10\|13.48\|-0.22\|13.48\|14.21\|13.28\|631242
115996	SK海力士尝试“以钼代钨”	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	国内最大的钽、铌产品生产基地；公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-03-03\|52.21\|-9.44\|57.27\|58.20\|52.00\|368846;2026-03-04\|53.06\|1.63\|51.28\|54.89\|50.30\|241149;2026-03-05\|55.58\|4.75\|55.00\|57.78\|54.50\|271107;2026-03-06\|53.78\|-3.24\|55.08\|57.32\|53.16\|241724;2026-03-09\|55.03\|2.32\|52.82\|56.85\|51.38\|275692;2026-03-10\|55.63\|1.09\|55.43\|55.97\|52.88\|217866;2026-03-11\|53.35\|-4.10\|55.70\|58.00\|53.15\|258937;2026-03-12\|51.08\|-4.25\|52.68\|52.90\|49.60\|284376;2026-03-13\|48.71\|-4.64\|49.80\|50.78\|48.53\|205051;2026-03-16\|50.94\|4.58\|49.20\|51.90\|49.04\|254215;2026-03-17\|48.45\|-4.89\|50.96\|51.83\|48.35\|203162;2026-03-18\|48.37\|-0.17\|48.90\|49.48\|47.78\|122075;2026-03-19\|45.52\|-5.89\|47.15\|48.00\|45.20\|232801;2026-03-20\|44.55\|-2.13\|46.50\|46.59\|44.50\|155195;2026-03-23\|43.10\|-3.25\|43.68\|45.83\|42.46\|236138;2026-03-24\|44.05\|2.20\|44.33\|44.62\|42.49\|168753;2026-03-25\|46.44\|5.43\|45.97\|47.45\|45.40\|260325;2026-03-26\|45.62\|-1.77\|47.41\|47.88\|45.10\|174675;2026-03-27\|46.19\|1.25\|44.95\|47.73\|44.80\|201741;2026-03-30\|47.22\|2.23\|45.68\|47.49\|45.29\|185855;2026-03-31\|44.41\|-5.95\|46.55\|47.05\|43.93\|239711;2026-04-01\|44.36\|-0.11\|45.63\|45.65\|43.60\|143979;2026-04-02\|42.07\|-5.16\|44.20\|44.36\|41.58\|219683;2026-04-03\|40.51\|-3.71\|42.06\|42.24\|40.42\|183947;2026-04-07\|40.46\|-0.12\|40.51\|41.08\|40.11\|115287;2026-04-08\|44.51\|10.01\|41.80\|44.51\|41.80\|187611;2026-04-09\|45.33\|1.84\|44.51\|46.21\|43.81\|263467;2026-04-10\|44.88\|-0.99\|45.77\|46.06\|44.73\|145415;2026-04-13\|43.74\|-2.54\|44.48\|45.00\|43.03\|129506;2026-04-14\|44.85\|2.54\|44.45\|45.70\|43.88\|184116;2026-04-15\|44.48\|-0.82\|45.20\|47.28\|44.21\|245091;2026-04-16\|46.29\|4.07\|44.50\|46.64\|43.25\|256038;2026-04-17\|46.73\|0.95\|45.83\|48.30\|45.71\|218302;2026-04-20\|48.76\|4.34\|46.81\|49.10\|46.28\|267187;2026-04-21\|51.62\|5.87\|48.77\|52.11\|47.88\|310921;2026-04-22\|50.99\|-1.22\|50.81\|51.51\|49.47\|308133;2026-04-23\|47.58\|-6.69\|50.56\|50.79\|47.28\|265490;2026-04-24\|47.96\|0.80\|46.88\|48.75\|46.24\|171914;2026-04-27\|46.54\|-2.96\|47.80\|48.28\|46.03\|168101;2026-04-28\|43.22\|-7.13\|45.12\|45.14\|42.30\|277158;2026-04-29\|44.39\|2.71\|43.21\|44.95\|42.61\|190458;2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220
115995	SK海力士尝试“以钼代钨”	铟+锗价上涨+钼资源+央企行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月16日互动易，呼伦贝尔驰宏100吨/年铟锭和高纯铟生产项目正在开展前期工作，项目将分两期进行建设，其中一期为40吨/年产能建设，预计于2026年底前建成；二期60吨/年产能项目将根据市场情况择机推进。 2、据2026年6月16日互动易，锗价自2026年1月的13600元/千克上涨至5月的22500元/千克，公司锗产品销售价格会随市场价格波动而同步调整；公司2026年一季度锗金属产量15.73吨。 3、据2025年年报，公司控股的岔路口钼铅锌矿为世界特大型斑岩型单体钼矿山，保有钼金属量246.7万吨，公司正积极推进该矿采矿证办理。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，控股股东为中国铜业有限公司。	公司为中铝集团旗下，主要从事锌、铅、锗业务，控股子公司金欣矿业主营钼矿勘探、开发及综合回收，拥有有两处核心资产，分别是岔路口钼铅锌多金属矿勘探和岔路口钼铅锌多金属矿外围勘探2个探矿权，已探明的钼金属储量247万吨，是目前全球已探明最大的斑岩型单体钼矿山	2026-03-03\|10.20\|-9.09\|11.00\|11.08\|10.16\|2909955;2026-03-04\|10.23\|0.29\|9.96\|10.54\|9.94\|1786735;2026-03-05\|10.02\|-2.05\|10.43\|10.47\|9.90\|1547709;2026-03-06\|9.83\|-1.90\|9.86\|9.98\|9.66\|1060738;2026-03-09\|9.69\|-1.42\|9.63\|9.74\|9.28\|1292847;2026-03-10\|9.83\|1.44\|9.85\|9.92\|9.70\|962883;2026-03-11\|9.97\|1.42\|9.84\|10.20\|9.84\|1486379;2026-03-12\|9.98\|0.10\|9.90\|10.15\|9.80\|1164059;2026-03-13\|9.88\|-1.00\|9.85\|10.23\|9.82\|1445135;2026-03-16\|9.38\|-5.06\|9.75\|9.78\|9.17\|1788383;2026-03-17\|9.06\|-3.41\|9.40\|9.48\|9.04\|997017;2026-03-18\|8.92\|-1.55\|9.06\|9.11\|8.78\|1154300;2026-03-19\|8.17\|-8.41\|8.65\|8.70\|8.09\|1950147;2026-03-20\|8.10\|-0.86\|8.17\|8.40\|8.08\|1339944;2026-03-23\|7.54\|-6.91\|7.88\|8.02\|7.45\|2057400;2026-03-24\|7.78\|3.18\|7.70\|7.80\|7.46\|1369382;2026-03-25\|7.95\|2.19\|7.95\|8.06\|7.86\|1470446;2026-03-26\|7.85\|-1.26\|7.94\|8.00\|7.80\|805846;2026-03-27\|7.95\|1.27\|7.46\|8.06\|7.41\|1553168;2026-03-30\|8.04\|1.13\|7.91\|8.08\|7.85\|1175994;2026-03-31\|7.86\|-2.24\|8.04\|8.10\|7.81\|1002295;2026-04-01\|7.98\|1.53\|8.06\|8.09\|7.90\|772214;2026-04-02\|7.83\|-1.88\|7.93\|7.99\|7.75\|734929;2026-04-03\|7.70\|-1.66\|7.85\|7.89\|7.69\|503728;2026-04-07\|7.82\|1.56\|7.70\|7.87\|7.69\|547306;2026-04-08\|8.30\|6.14\|8.09\|8.32\|8.06\|1304114;2026-04-09\|8.20\|-1.20\|8.22\|8.31\|8.17\|691115;2026-04-10\|8.23\|0.37\|8.29\|8.39\|8.21\|770877;2026-04-13\|8.34\|1.34\|8.19\|8.40\|8.16\|900717;2026-04-14\|8.41\|0.84\|8.44\|8.53\|8.33\|847920;2026-04-15\|8.21\|-2.38\|8.46\|8.55\|8.18\|861372;2026-04-16\|8.39\|2.19\|8.25\|8.42\|8.24\|756654;2026-04-17\|8.85\|5.48\|8.40\|9.03\|8.36\|2010381;2026-04-20\|9.18\|3.73\|8.86\|9.43\|8.86\|2018969;2026-04-21\|8.99\|-2.07\|9.19\|9.21\|8.90\|1097120;2026-04-22\|9.52\|5.90\|8.99\|9.64\|8.90\|2224139;2026-04-23\|9.11\|-4.31\|9.50\|9.55\|9.01\|1762369;2026-04-24\|9.14\|0.33\|9.02\|9.23\|8.88\|1391549;2026-04-27\|8.99\|-1.64\|9.14\|9.20\|8.97\|929626;2026-04-28\|8.73\|-2.89\|8.88\|8.92\|8.64\|1007301;2026-04-29\|9.07\|3.89\|8.73\|9.08\|8.72\|1259376;2026-04-30\|8.98\|-0.99\|8.99\|9.10\|8.86\|957512;2026-05-06\|9.36\|4.23\|9.02\|9.45\|8.98\|1755964;2026-05-07\|9.67\|3.31\|9.40\|9.75\|9.33\|1870109;2026-05-08\|10.01\|3.52\|9.54\|10.08\|9.51\|2204606;2026-05-11\|10.21\|2.00\|10.16\|10.72\|10.10\|2840074;2026-05-12\|10.21\|0.00\|10.41\|10.46\|9.97\|2046915;2026-05-13\|10.67\|4.51\|10.12\|10.80\|10.09\|2838848;2026-05-14\|10.88\|1.97\|10.72\|11.38\|10.68\|3439889;2026-05-15\|9.95\|-8.55\|10.88\|10.96\|9.90\|3162312;2026-05-18\|10.03\|0.80\|9.84\|10.25\|9.61\|2045982;2026-05-19\|9.93\|-1.00\|9.94\|9.99\|9.67\|1411284;2026-05-20\|9.97\|0.40\|9.80\|10.09\|9.63\|1439678;2026-05-21\|9.24\|-7.32\|10.09\|10.35\|9.20\|2449076;2026-05-22\|10.16\|9.96\|9.24\|10.16\|9.24\|2638567;2026-05-25\|10.07\|-0.89\|10.30\|10.40\|9.97\|2029172;2026-05-26\|10.13\|1.30\|9.92\|10.21\|9.73\|1787009;2026-05-27\|9.62\|-5.03\|10.09\|10.20\|9.56\|1623185;2026-05-28\|9.98\|3.74\|9.53\|10.08\|9.29\|2132693;2026-05-29\|9.52\|-4.61\|10.01\|10.22\|9.43\|1852401;2026-06-01\|9.42\|-1.05\|9.38\|9.79\|9.35\|1357465;2026-06-02\|9.71\|3.08\|9.50\|9.80\|9.18\|1575887;2026-06-03\|10.00\|2.99\|9.72\|10.29\|9.59\|2222474;2026-06-04\|9.38\|-6.20\|9.87\|9.87\|9.35\|2219846;2026-06-05\|8.94\|-4.69\|9.28\|9.37\|8.90\|1799223;2026-06-08\|8.24\|-7.83\|8.48\|8.66\|8.11\|1788215;2026-06-09\|8.45\|2.55\|8.35\|8.48\|8.10\|1176098;2026-06-10\|8.21\|-2.84\|8.24\|8.30\|8.07\|1094841;2026-06-11\|8.44\|2.80\|8.18\|8.57\|8.15\|1190736;2026-06-12\|9.28\|9.95\|8.74\|9.28\|8.74\|1385499;2026-06-15\|10.12\|9.05\|9.74\|10.16\|9.57\|3769448;2026-06-16\|10.07\|-0.49\|9.95\|10.31\|9.88\|2783019;2026-06-17\|10.10\|0.30\|10.04\|10.43\|9.88\|2341410;2026-06-18\|10.28\|1.78\|10.00\|10.55\|9.99\|2572724;2026-06-22\|11.31\|10.02\|10.71\|11.31\|10.55\|2602505;2026-06-23\|11.00\|-2.74\|11.88\|12.18\|10.81\|5823625;2026-06-24\|12.10\|10.00\|10.89\|12.10\|10.50\|4781126;2026-06-25\|12.31\|1.74\|12.09\|12.78\|12.00\|5017651;2026-06-26\|12.54\|1.87\|12.20\|13.22\|11.97\|4428498;2026-06-29\|12.80\|2.07\|12.65\|13.50\|12.16\|4748577;2026-06-30\|12.11\|-5.39\|12.42\|12.50\|11.65\|3457197;2026-07-01\|12.22\|0.91\|12.00\|12.93\|11.80\|3335807;2026-07-02\|11.63\|-4.83\|11.81\|12.16\|11.40\|2735265;2026-07-03\|10.95\|-5.85\|11.67\|11.80\|10.91\|2764010;2026-07-06\|10.75\|-1.83\|11.06\|11.68\|10.69\|2524838;2026-07-07\|10.34\|-3.81\|10.65\|10.89\|10.23\|1801330;2026-07-08\|9.60\|-7.16\|10.33\|10.40\|9.58\|2116848;2026-07-09\|9.79\|1.98\|9.59\|9.82\|9.19\|1926070;2026-07-10\|9.51\|-2.86\|9.79\|10.13\|9.51\|1932245
115994	SK海力士尝试“以钼代钨”	锗精矿+铅锌矿+硫酸涨价+国企改革行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月17日互动易，近期硫酸涨幅较大且维持在较高水平，对公司业绩产生了积极影响，公司2025年生产和销售硫酸约9万吨。 2、据2026年5月19日投资者关系活动记录表，2025年公司生产锗精矿6052公斤，销售5803公斤，实现销售收入7225万元，该产品毛利率为76.80%。 3、据2025年年度报告，公司主要从事铅锌矿的开采、选矿、冶炼及水力发电，主要产品为锌锭、锌合金、锗精矿等，具备采、选、冶一体化产业链；据2026年1月10日公告，公司实际控制人为曲靖市人民政府国有资产监督管理委员会。	国内锌冶炼行业唯一矿、电、冶炼三联产企业，主要产品为锌锭、锌合金、超精细锌粉、硫酸及副产物铅渣等	2026-03-03\|10.01\|-6.80\|10.46\|10.52\|9.96\|345006;2026-03-04\|10.10\|0.90\|9.68\|10.33\|9.61\|247630;2026-03-05\|10.12\|0.20\|10.29\|10.35\|10.05\|179801;2026-03-06\|10.12\|0.00\|10.01\|10.22\|9.89\|144847;2026-03-09\|10.00\|-1.19\|10.00\|10.20\|9.82\|175126;2026-03-10\|10.06\|0.60\|10.11\|10.18\|9.98\|121659;2026-03-11\|9.86\|-1.99\|10.07\|10.18\|9.85\|175881;2026-03-12\|9.71\|-1.52\|9.86\|10.06\|9.69\|159441;2026-03-13\|9.52\|-1.96\|9.71\|10.04\|9.50\|200119;2026-03-16\|9.28\|-2.52\|9.49\|9.67\|9.07\|170207;2026-03-17\|9.11\|-1.83\|9.38\|9.45\|9.09\|131132;2026-03-18\|9.13\|0.22\|9.16\|9.17\|8.95\|119226;2026-03-19\|8.74\|-4.27\|9.00\|9.01\|8.66\|178690;2026-03-20\|8.53\|-2.40\|8.77\|8.95\|8.53\|108643;2026-03-23\|8.01\|-6.10\|8.39\|8.50\|7.93\|150738;2026-03-24\|8.51\|6.24\|8.23\|8.53\|8.07\|169226;2026-03-25\|8.61\|1.18\|8.64\|8.76\|8.53\|123271;2026-03-26\|8.43\|-2.09\|8.58\|8.67\|8.39\|93907;2026-03-27\|8.61\|2.14\|8.32\|8.64\|8.31\|102372;2026-03-30\|8.73\|1.39\|8.65\|8.77\|8.58\|101530;2026-03-31\|8.56\|-1.95\|8.77\|8.78\|8.56\|83089;2026-04-01\|8.60\|0.47\|8.75\|8.81\|8.52\|72114;2026-04-02\|8.42\|-2.09\|8.63\|8.64\|8.33\|81213;2026-04-03\|8.17\|-2.97\|8.42\|8.44\|8.16\|91829;2026-04-07\|8.46\|3.55\|8.20\|8.50\|8.15\|98345;2026-04-08\|8.74\|3.31\|8.68\|8.74\|8.57\|92902;2026-04-09\|8.57\|-1.95\|8.63\|8.70\|8.53\|70197;2026-04-10\|8.63\|0.70\|8.64\|8.73\|8.59\|65183;2026-04-13\|8.69\|0.70\|8.60\|8.70\|8.56\|57121;2026-04-14\|8.75\|0.69\|8.75\|8.77\|8.62\|73319;2026-04-15\|8.61\|-1.60\|8.80\|8.86\|8.58\|68041;2026-04-16\|8.81\|2.32\|8.65\|8.84\|8.57\|93815;2026-04-17\|8.91\|1.14\|8.81\|9.24\|8.78\|121985;2026-04-20\|9.18\|3.03\|9.07\|9.32\|9.01\|139244;2026-04-21\|9.03\|-1.63\|9.25\|9.27\|8.96\|85387;2026-04-22\|9.20\|1.88\|8.97\|9.46\|8.90\|186314;2026-04-23\|8.88\|-3.48\|9.12\|9.24\|8.80\|143309;2026-04-24\|9.04\|1.80\|8.79\|9.12\|8.75\|121462;2026-04-27\|9.08\|0.44\|9.00\|9.12\|8.93\|92241;2026-04-28\|8.86\|-2.42\|9.00\|9.09\|8.78\|86424;2026-04-29\|9.16\|3.39\|8.79\|9.19\|8.78\|112641;2026-04-30\|9.00\|-1.75\|9.09\|9.26\|8.97\|86668;2026-05-06\|9.24\|2.67\|9.10\|9.27\|9.01\|131977;2026-05-07\|9.35\|1.19\|9.25\|9.39\|9.22\|119214;2026-05-08\|9.45\|1.07\|9.26\|9.50\|9.26\|116198;2026-05-11\|9.24\|-2.22\|9.47\|9.48\|8.51\|190064;2026-05-12\|9.24\|0.00\|9.25\|9.71\|9.08\|200900;2026-05-13\|10.16\|9.96\|9.41\|10.16\|9.41\|264852;2026-05-14\|9.62\|-5.32\|9.93\|10.01\|9.52\|400552;2026-05-15\|9.11\|-5.30\|9.58\|9.59\|9.04\|235614;2026-05-18\|9.09\|-0.22\|9.08\|9.21\|8.92\|152528;2026-05-19\|8.96\|-1.43\|9.14\|9.17\|8.73\|156901;2026-05-20\|8.73\|-2.57\|8.94\|8.95\|8.63\|111970;2026-05-21\|8.59\|-1.60\|8.87\|9.50\|8.54\|259559;2026-05-22\|8.77\|2.10\|8.65\|8.90\|8.45\|174939;2026-05-25\|8.73\|-0.46\|8.84\|9.05\|8.66\|115986;2026-05-26\|8.71\|-0.23\|8.66\|8.76\|8.46\|104952;2026-05-27\|8.13\|-6.66\|8.68\|8.68\|8.12\|149388;2026-05-28\|8.29\|1.97\|8.14\|8.36\|8.04\|108140;2026-05-29\|7.91\|-4.58\|8.33\|8.60\|7.89\|131007;2026-06-01\|7.97\|0.76\|7.88\|8.17\|7.68\|98685;2026-06-02\|7.97\|0.00\|8.03\|8.06\|7.70\|90683;2026-06-03\|8.00\|0.38\|7.70\|8.05\|7.66\|119592;2026-06-04\|7.50\|-6.25\|7.96\|7.97\|7.42\|148711;2026-06-05\|7.50\|0.00\|7.49\|7.69\|7.34\|95836;2026-06-08\|7.10\|-5.33\|7.27\|7.42\|6.94\|98795;2026-06-09\|7.24\|1.97\|7.16\|7.25\|6.97\|81032;2026-06-10\|7.03\|-2.90\|7.11\|7.17\|6.88\|69527;2026-06-11\|7.15\|1.71\|6.96\|7.23\|6.95\|86053;2026-06-12\|7.54\|5.45\|7.29\|7.80\|7.23\|158496;2026-06-15\|7.81\|3.58\|7.71\|7.92\|7.61\|152064;2026-06-16\|8.05\|3.07\|7.73\|8.33\|7.70\|163339;2026-06-17\|7.69\|-4.47\|8.00\|8.02\|7.63\|141824;2026-06-18\|7.49\|-2.60\|7.67\|7.95\|7.41\|140651;2026-06-22\|8.24\|10.01\|7.82\|8.24\|7.50\|205332;2026-06-23\|7.73\|-6.19\|8.32\|8.44\|7.66\|364824;2026-06-24\|7.60\|-1.68\|7.69\|7.86\|7.36\|222938;2026-06-25\|7.22\|-5.00\|7.53\|7.72\|7.19\|166776;2026-06-26\|6.81\|-5.68\|7.17\|7.24\|6.80\|151910;2026-06-29\|7.36\|8.08\|6.80\|7.49\|6.80\|315391;2026-06-30\|7.23\|-1.77\|7.42\|7.42\|7.01\|236759;2026-07-01\|7.46\|3.18\|7.25\|7.66\|7.25\|179266;2026-07-02\|7.25\|-2.81\|7.37\|7.51\|7.24\|136377;2026-07-03\|7.06\|-2.62\|7.41\|7.41\|7.06\|135697;2026-07-06\|6.92\|-1.98\|7.05\|7.36\|6.91\|126783;2026-07-07\|6.64\|-4.05\|6.88\|6.92\|6.60\|92578;2026-07-08\|6.43\|-3.16\|6.62\|6.62\|6.36\|82144;2026-07-09\|6.45\|0.31\|6.45\|6.53\|6.16\|92590;2026-07-10\|6.48\|0.47\|6.45\|6.63\|6.33\|93154
115993	SK海力士尝试“以钼代钨”	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-03-03\|43.90\|-3.90\|47.81\|48.83\|43.41\|1272086;2026-03-04\|44.45\|1.25\|42.63\|46.25\|41.74\|826724;2026-03-05\|44.19\|-0.58\|45.30\|45.88\|43.61\|673168;2026-03-06\|43.19\|-2.26\|44.43\|44.96\|42.90\|453404;2026-03-09\|42.72\|-1.09\|41.46\|43.00\|39.41\|548960;2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161
115992	SK海力士尝试“以钼代钨”	铟金属+黄金+铅锌龙头+央企行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、公司拥有完整的铅锌采选冶产业链，锌产品总产能68万吨位居全国前列，铅冶炼及稀贵金属产能10万吨，并综合回收锌、铅冶炼过程中的金、银、铜、铟等有价金属。 2、据2025年年度报告，公司具备4500公斤黄金、470吨白银的生产能力，并综合回收铟等小金属，据2026年6月8日互动易，公司铟设计产能约为60吨/年。 3、公司控股股东为湖南有色金属控股集团有限公司，实际控制人为中国五矿集团有限公司，最终控制人为国务院国有资产监督管理委员会。	五矿集团旗下，国内最大铟生产商，铟生产线的设计产能约为60吨/年	2026-03-03\|23.41\|-10.00\|25.00\|25.34\|23.41\|542460;2026-03-04\|23.18\|-0.98\|22.50\|23.99\|22.39\|371248;2026-03-05\|22.61\|-2.46\|23.49\|23.63\|22.30\|306013;2026-03-06\|22.23\|-1.68\|22.27\|22.74\|21.81\|218220;2026-03-09\|22.13\|-0.45\|21.50\|22.40\|20.86\|247181;2026-03-10\|22.29\|0.72\|22.50\|22.61\|22.10\|161317;2026-03-11\|21.68\|-2.74\|22.49\|22.49\|21.58\|217460;2026-03-12\|21.19\|-2.26\|21.47\|21.69\|20.78\|239819;2026-03-13\|20.20\|-4.67\|20.77\|21.16\|20.14\|203420;2026-03-16\|19.28\|-4.55\|19.97\|20.00\|18.82\|287040;2026-03-17\|19.33\|0.26\|19.34\|19.96\|19.22\|241187;2026-03-18\|18.99\|-1.76\|19.36\|19.40\|18.73\|149359;2026-03-19\|17.85\|-6.00\|18.30\|18.65\|17.73\|205119;2026-03-20\|17.60\|-1.40\|17.93\|18.26\|17.54\|199131;2026-03-23\|16.27\|-7.56\|16.98\|17.28\|15.99\|278089;2026-03-24\|16.73\|2.83\|16.67\|16.75\|15.96\|233734;2026-03-25\|16.91\|1.08\|17.26\|17.49\|16.84\|240247;2026-03-26\|16.57\|-2.01\|16.86\|17.04\|16.50\|135625;2026-03-27\|17.20\|3.80\|16.21\|17.39\|16.17\|216422;2026-03-30\|17.42\|1.28\|17.12\|17.59\|16.95\|195130;2026-03-31\|17.39\|-0.17\|17.50\|17.86\|17.25\|162239;2026-04-01\|17.74\|2.01\|17.90\|18.16\|17.49\|164348;2026-04-02\|17.24\|-2.82\|17.65\|17.65\|17.12\|125721;2026-04-03\|16.82\|-2.44\|17.27\|17.40\|16.79\|96490;2026-04-07\|17.00\|1.07\|16.88\|17.20\|16.83\|131304;2026-04-08\|18.20\|7.06\|17.73\|18.23\|17.61\|187862;2026-04-09\|18.05\|-0.82\|17.88\|18.28\|17.71\|128423;2026-04-10\|17.84\|-1.16\|18.24\|18.34\|17.78\|159434;2026-04-13\|18.18\|1.91\|17.65\|18.27\|17.63\|154877;2026-04-14\|18.38\|1.10\|18.37\|18.75\|18.13\|171319;2026-04-15\|18.25\|-0.71\|18.59\|18.85\|18.19\|185170;2026-04-16\|20.08\|10.03\|18.55\|20.08\|18.55\|266884;2026-04-17\|22.09\|10.01\|22.09\|22.09\|22.09\|46647;2026-04-20\|24.30\|10.00\|24.30\|24.30\|24.30\|50869;2026-04-21\|26.73\|10.00\|26.73\|26.73\|26.73\|118545;2026-04-22\|29.18\|9.17\|27.77\|29.40\|27.51\|1978661;2026-04-23\|29.16\|-0.07\|28.58\|29.95\|27.80\|1454182;2026-04-24\|30.22\|3.64\|28.91\|31.08\|28.91\|1141736;2026-04-27\|29.06\|-3.84\|30.69\|31.50\|28.51\|988126;2026-04-28\|27.39\|-5.75\|29.18\|29.35\|27.35\|737319;2026-04-29\|27.71\|1.17\|27.46\|28.06\|27.12\|660501;2026-04-30\|26.49\|-4.40\|27.47\|27.92\|26.42\|625932;2026-05-06\|27.51\|3.85\|26.74\|27.74\|26.74\|641758;2026-05-07\|29.46\|7.09\|28.20\|30.26\|27.98\|1183993;2026-05-08\|29.88\|1.43\|28.88\|31.00\|28.88\|917282;2026-05-11\|30.35\|1.57\|29.89\|31.07\|29.75\|789827;2026-05-12\|30.33\|-0.07\|31.00\|31.25\|29.84\|695035;2026-05-13\|29.38\|-3.13\|30.18\|30.93\|29.13\|719035;2026-05-14\|30.27\|3.03\|29.63\|32.32\|29.20\|1140501;2026-05-15\|29.26\|-3.34\|30.20\|30.96\|29.08\|850365;2026-05-18\|28.96\|-1.03\|29.00\|29.79\|28.20\|533922;2026-05-19\|27.78\|-4.07\|28.88\|28.97\|27.45\|464780;2026-05-20\|27.60\|-0.65\|27.70\|28.32\|25.99\|499138;2026-05-21\|26.18\|-5.14\|27.76\|28.11\|25.98\|464490;2026-05-22\|27.13\|3.63\|26.16\|27.68\|25.73\|452262;2026-05-25\|27.44\|1.14\|27.58\|27.90\|26.62\|416166;2026-05-26\|28.25\|2.95\|27.12\|28.34\|26.75\|550584;2026-05-27\|26.70\|-5.49\|27.87\|28.50\|26.45\|462785;2026-05-28\|26.30\|-1.50\|26.70\|26.80\|25.41\|374679;2026-05-29\|25.34\|-3.65\|26.70\|27.00\|25.20\|370460;2026-06-01\|24.94\|-1.58\|25.00\|25.88\|24.85\|315146;2026-06-02\|25.98\|4.17\|25.18\|26.19\|24.60\|429731;2026-06-03\|26.07\|0.35\|25.69\|26.67\|25.54\|379554;2026-06-04\|25.14\|-3.57\|25.69\|25.85\|24.84\|274135;2026-06-05\|24.42\|-2.86\|25.14\|25.25\|24.30\|294048;2026-06-08\|22.75\|-6.84\|23.36\|23.66\|22.37\|360778;2026-06-09\|22.83\|0.35\|23.20\|23.25\|22.22\|267356;2026-06-10\|22.52\|-1.36\|22.34\|22.73\|21.85\|253227;2026-06-11\|23.10\|2.58\|22.35\|23.78\|22.25\|421366;2026-06-12\|25.41\|10.00\|23.90\|25.41\|23.45\|470495;2026-06-15\|26.58\|4.60\|25.97\|26.88\|25.82\|974710;2026-06-16\|27.16\|2.18\|26.00\|27.97\|26.00\|782290;2026-06-17\|26.70\|-1.69\|26.92\|27.41\|26.39\|550136;2026-06-18\|28.82\|7.94\|26.41\|29.18\|26.41\|823096;2026-06-22\|31.70\|9.99\|31.50\|31.70\|30.66\|218065;2026-06-23\|33.10\|4.42\|34.87\|34.87\|32.68\|1333512;2026-06-24\|35.71\|7.89\|32.45\|35.75\|32.19\|1167380;2026-06-25\|35.00\|-1.99\|34.25\|36.98\|34.20\|995700;2026-06-26\|34.29\|-2.03\|35.00\|36.70\|33.80\|960823;2026-06-29\|33.76\|-1.55\|34.30\|35.96\|33.04\|962704;2026-06-30\|32.39\|-4.06\|32.84\|33.15\|31.33\|799208;2026-07-01\|35.30\|8.98\|32.06\|35.63\|31.74\|1063038;2026-07-02\|32.69\|-7.39\|34.15\|34.19\|31.91\|771584;2026-07-03\|29.99\|-8.26\|32.70\|32.77\|29.75\|770521;2026-07-06\|28.45\|-5.13\|29.98\|31.02\|28.21\|608220;2026-07-07\|28.10\|-1.23\|28.31\|29.30\|27.53\|466579;2026-07-08\|26.37\|-6.16\|28.01\|28.09\|26.28\|446247;2026-07-09\|27.65\|4.85\|26.87\|28.26\|26.18\|700270;2026-07-10\|26.52\|-4.09\|27.58\|28.05\|26.28\|614824
115991	SK海力士尝试“以钼代钨”	金属铟+黄金概念+铅锌+一季报增长行业原因：据每日经济新闻6月22日报道，美伊在瑞士举行的第一轮谈判结束，地缘局势出现缓和曙光，市场避险情绪降温，令前期受地缘冲突压制的金价探底回升，COMEX黄金期货收复4200美元关口。公司原因： 1、据2026年5月18日互动易，金属铟是公司综合回收产品之一，2025年铟金属产量5吨，销售了部分铟金属产品，毛利率处于30-40%之间。 2、据2026年4月24日年报，黄金、白银价格持续走高，公司综合回收金、银等贵金属，盈利效果显现。 3、据2026年4月24日年报，公司主要业务为有色金属锌、铜冶炼及深加工产品，在国内同行业具有重要地位，2025年完成锌产量27.02万吨。 4、据2026年4月24日公告，公司2026年一季度实现归母净利润7371.44万元，同比增长158.81%。	公司主要生产锌、铅及深加工产品，拥有铟年产能60吨	2026-03-03\|6.95\|-9.51\|7.38\|7.47\|6.95\|2469680;2026-03-04\|6.98\|0.43\|6.58\|7.10\|6.58\|1388406;2026-03-05\|6.72\|-3.72\|7.10\|7.14\|6.65\|1365035;2026-03-06\|6.66\|-0.89\|6.64\|6.81\|6.48\|905243;2026-03-09\|6.54\|-1.80\|6.54\|6.66\|6.29\|977172;2026-03-10\|6.51\|-0.46\|6.61\|6.66\|6.48\|674374;2026-03-11\|6.39\|-1.84\|6.51\|6.56\|6.35\|712005;2026-03-12\|6.41\|0.31\|6.35\|6.55\|6.30\|894983;2026-03-13\|6.05\|-5.62\|6.36\|6.37\|6.01\|981236;2026-03-16\|5.94\|-1.82\|6.00\|6.07\|5.78\|757798;2026-03-17\|5.96\|0.34\|5.96\|6.33\|5.95\|966898;2026-03-18\|5.89\|-1.17\|5.95\|5.97\|5.78\|538683;2026-03-19\|5.52\|-6.28\|5.73\|5.79\|5.48\|648169;2026-03-20\|5.35\|-3.08\|5.58\|5.64\|5.35\|516127;2026-03-23\|4.98\|-6.92\|5.25\|5.29\|4.92\|776746;2026-03-24\|5.27\|5.82\|5.18\|5.28\|5.02\|732955;2026-03-25\|5.35\|1.52\|5.47\|5.49\|5.29\|672166;2026-03-26\|5.21\|-2.62\|5.34\|5.37\|5.18\|457615;2026-03-27\|5.33\|2.30\|5.13\|5.36\|5.11\|485108;2026-03-30\|5.42\|1.69\|5.31\|5.45\|5.28\|527876;2026-03-31\|5.27\|-2.77\|5.40\|5.48\|5.27\|464021;2026-04-01\|5.34\|1.33\|5.40\|5.44\|5.29\|327667;2026-04-02\|5.20\|-2.62\|5.35\|5.36\|5.15\|350313;2026-04-03\|5.12\|-1.54\|5.21\|5.24\|5.06\|324266;2026-04-07\|5.22\|1.95\|5.13\|5.24\|5.07\|285649;2026-04-08\|5.51\|5.56\|5.40\|5.51\|5.32\|558012;2026-04-09\|5.38\|-2.36\|5.45\|5.45\|5.33\|369753;2026-04-10\|5.30\|-1.49\|5.44\|5.46\|5.30\|361712;2026-04-13\|5.35\|0.94\|5.28\|5.36\|5.26\|264715;2026-04-14\|5.42\|1.31\|5.41\|5.57\|5.36\|398225;2026-04-15\|5.28\|-2.58\|5.48\|5.52\|5.26\|450102;2026-04-16\|5.48\|3.79\|5.29\|5.49\|5.29\|575759;2026-04-17\|5.77\|5.29\|5.63\|6.03\|5.63\|1749170;2026-04-20\|5.89\|2.08\|6.10\|6.12\|5.84\|1384698;2026-04-21\|5.75\|-2.38\|5.90\|5.95\|5.66\|790115;2026-04-22\|6.33\|10.09\|5.88\|6.33\|5.78\|1389965;2026-04-23\|6.74\|6.48\|6.40\|6.84\|6.20\|3192783;2026-04-24\|6.54\|-2.97\|6.30\|6.70\|6.23\|1972580;2026-04-27\|6.24\|-4.59\|6.44\|6.54\|6.16\|1396160;2026-04-28\|5.93\|-4.97\|6.24\|6.24\|5.89\|1215183;2026-04-29\|6.11\|3.04\|5.81\|6.19\|5.78\|1028341;2026-04-30\|6.11\|0.00\|6.03\|6.21\|5.96\|764652;2026-05-06\|6.35\|3.93\|6.13\|6.35\|6.00\|1324825;2026-05-07\|6.34\|-0.16\|6.35\|6.42\|6.18\|1148216;2026-05-08\|6.45\|1.74\|6.29\|6.54\|6.23\|1399608;2026-05-11\|6.45\|0.00\|6.44\|6.60\|6.37\|1327164;2026-05-12\|6.31\|-2.17\|6.52\|6.56\|6.28\|883770;2026-05-13\|6.35\|0.63\|6.30\|6.65\|6.30\|1027750;2026-05-14\|6.15\|-3.15\|6.31\|6.47\|6.15\|862455;2026-05-15\|5.82\|-5.37\|6.09\|6.10\|5.77\|898470;2026-05-18\|5.81\|-0.17\|5.74\|5.85\|5.63\|475644;2026-05-19\|5.59\|-3.79\|5.77\|5.78\|5.48\|635942;2026-05-20\|5.48\|-1.97\|5.53\|5.55\|5.33\|492954;2026-05-21\|5.24\|-4.38\|5.56\|5.69\|5.23\|672242;2026-05-22\|5.51\|5.15\|5.35\|5.59\|5.23\|645868;2026-05-25\|5.46\|-0.91\|5.54\|5.63\|5.41\|440048;2026-05-26\|5.54\|1.47\|5.41\|5.58\|5.28\|632116;2026-05-27\|5.24\|-5.42\|5.50\|5.58\|5.21\|586753;2026-05-28\|5.32\|1.53\|5.21\|5.36\|5.08\|556237;2026-05-29\|5.18\|-2.63\|5.33\|5.48\|5.15\|494318;2026-06-01\|5.21\|0.77\|5.15\|5.32\|5.11\|387816;2026-06-02\|5.39\|3.45\|5.23\|5.40\|5.18\|594995;2026-06-03\|5.53\|2.60\|5.38\|5.61\|5.31\|809609;2026-06-04\|5.15\|-6.87\|5.45\|5.46\|5.12\|869782;2026-06-05\|5.03\|-2.33\|5.08\|5.17\|4.98\|509327;2026-06-08\|4.57\|-9.15\|4.84\|4.89\|4.55\|770453;2026-06-09\|4.64\|1.53\|4.66\|4.67\|4.49\|427071;2026-06-10\|4.56\|-1.72\|4.58\|4.60\|4.44\|455819;2026-06-11\|4.63\|1.54\|4.50\|4.70\|4.48\|468034;2026-06-12\|5.09\|9.94\|4.80\|5.09\|4.74\|836209;2026-06-15\|5.39\|5.89\|5.20\|5.39\|5.12\|1466211;2026-06-16\|5.26\|-2.41\|5.30\|5.32\|5.21\|905439;2026-06-17\|5.11\|-2.85\|5.23\|5.28\|5.07\|650831;2026-06-18\|5.15\|0.78\|5.08\|5.34\|5.03\|750936;2026-06-22\|5.67\|10.10\|5.67\|5.67\|5.67\|327731;2026-06-23\|6.03\|6.35\|6.24\|6.24\|5.89\|3170059;2026-06-24\|6.16\|2.16\|5.74\|6.28\|5.48\|3168194;2026-06-25\|5.98\|-2.92\|5.93\|6.34\|5.90\|2211563;2026-06-26\|5.65\|-5.52\|5.98\|6.11\|5.60\|1588107;2026-06-29\|6.22\|10.09\|5.76\|6.22\|5.74\|1539611;2026-06-30\|6.12\|-1.61\|6.22\|6.25\|5.96\|1997950;2026-07-01\|6.20\|1.31\|6.09\|6.43\|6.05\|1901024;2026-07-02\|5.85\|-5.65\|6.07\|6.10\|5.82\|1378159;2026-07-03\|5.63\|-3.76\|5.97\|6.19\|5.61\|1314368;2026-07-06\|5.28\|-6.22\|5.53\|5.80\|5.25\|1196081;2026-07-07\|5.06\|-4.17\|5.16\|5.34\|5.01\|749937;2026-07-08\|4.84\|-4.35\|5.03\|5.05\|4.83\|619963;2026-07-09\|4.92\|1.65\|4.84\|4.95\|4.64\|671854;2026-07-10\|4.84\|-1.63\|4.93\|5.00\|4.84\|699985
115990	SK海力士尝试“以钼代钨”	锑资源+锑精矿复产+有色金属采选+控制权拟变更行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2025年年度报告，公司国内控制锑资源量20.15万金属吨，海外塔铝金业控制24.36万金属吨，合计控制锑资源量44.51万金属吨，正构建具有国际影响力的锑资源产业标杆。 2、据2026年6月11日互动易，2026年第一季度塔铝金业主要生产黄金，锑精矿计划在 6、7月份生产。 3、据2025年年度报告，公司主营铅、锌、铜、锑、银、黄金等有色金属及贵金属的采选业务，国内拥有扎西康、拉屋和泥堡3座生产型矿山，国外拥有塔金项目。 4、据2026年6月17日公司股票交易异常波动公告，公司控股股东西藏道衡投资与河南万洋启新签署协议，万洋启新拟受让公司11%股份并成为控股股东，实际控制人将变更为卢军亮。	公司国内控制铅、锌、铜、锑、银资源储量超过300万金属吨，在海外投资的“塔铝金业”合资公司（持股50%）可控黄金资源量49.90金属吨	2026-03-03\|37.63\|-7.54\|39.68\|41.00\|37.39\|731189;2026-03-04\|36.87\|-2.02\|36.00\|38.68\|35.92\|637807;2026-03-05\|35.93\|-2.55\|37.28\|37.48\|35.47\|419618;2026-03-06\|34.87\|-2.95\|35.50\|35.95\|34.51\|377528;2026-03-09\|34.38\|-1.41\|33.94\|34.65\|32.80\|369288;2026-03-10\|34.74\|1.05\|34.93\|35.40\|34.51\|317283;2026-03-11\|33.88\|-2.48\|35.26\|35.50\|33.87\|360175;2026-03-12\|33.04\|-2.48\|33.58\|33.78\|32.50\|384032;2026-03-13\|31.87\|-3.54\|32.88\|33.28\|31.76\|322794;2026-03-16\|31.06\|-2.54\|31.55\|31.70\|30.00\|363860;2026-03-17\|30.80\|-0.84\|31.29\|31.87\|30.70\|278744;2026-03-18\|30.70\|-0.32\|30.80\|30.91\|30.08\|236900;2026-03-19\|28.68\|-6.58\|29.81\|29.96\|28.55\|364775;2026-03-20\|28.00\|-2.37\|28.84\|29.38\|27.93\|304716;2026-03-23\|26.30\|-6.07\|27.00\|27.67\|26.00\|405643;2026-03-24\|26.85\|2.09\|26.90\|26.99\|25.81\|315651;2026-03-25\|27.93\|4.02\|27.70\|28.40\|27.57\|375859;2026-03-26\|27.09\|-3.01\|27.75\|28.13\|27.00\|217606;2026-03-27\|28.11\|3.77\|26.65\|28.40\|26.61\|309173;2026-03-30\|28.50\|1.39\|27.95\|28.68\|27.76\|312896;2026-03-31\|28.19\|-1.09\|28.59\|28.94\|28.05\|276999;2026-04-01\|28.69\|1.77\|29.01\|29.08\|28.19\|243589;2026-04-02\|27.85\|-2.93\|28.38\|28.47\|27.60\|238198;2026-04-13\|29.70\|6.64\|30.64\|30.64\|28.81\|662009;2026-04-14\|29.31\|-1.31\|30.08\|30.20\|29.13\|424337;2026-04-15\|28.84\|-1.60\|29.80\|30.00\|28.55\|409389;2026-04-16\|29.30\|1.59\|28.79\|29.57\|28.34\|300926;2026-04-17\|31.49\|7.47\|29.10\|31.88\|29.01\|549961;2026-04-20\|31.53\|0.13\|31.36\|32.23\|31.31\|380376;2026-04-21\|32.78\|3.96\|31.60\|33.00\|31.05\|445261;2026-04-22\|33.89\|3.39\|32.30\|34.08\|32.18\|401498;2026-04-23\|32.56\|-3.92\|33.85\|33.97\|32.35\|424417;2026-04-24\|32.70\|0.43\|32.20\|33.20\|31.66\|312010;2026-04-27\|31.82\|-2.69\|32.69\|32.97\|31.72\|286047;2026-04-28\|30.38\|-4.53\|31.62\|31.64\|30.26\|334535;2026-04-29\|29.37\|-3.32\|28.83\|29.73\|28.63\|469076;2026-04-30\|28.66\|-2.42\|29.01\|29.61\|28.40\|318544;2026-05-06\|30.31\|5.76\|28.67\|30.58\|28.62\|419932;2026-05-07\|29.93\|-1.25\|30.13\|30.91\|29.44\|401985;2026-05-08\|30.35\|1.40\|29.64\|30.70\|29.47\|367010;2026-05-11\|30.20\|-0.49\|30.31\|30.66\|29.87\|363467;2026-05-12\|29.55\|-2.15\|30.66\|30.70\|29.45\|338944;2026-05-13\|29.25\|-1.02\|29.58\|29.90\|29.08\|272633;2026-05-14\|27.97\|-4.38\|29.12\|29.24\|27.96\|314164;2026-05-15\|27.36\|-2.18\|27.65\|28.21\|27.10\|295324;2026-05-18\|28.85\|5.45\|26.80\|29.17\|26.50\|401657;2026-05-19\|28.21\|-2.22\|28.75\|29.16\|27.84\|235914;2026-05-20\|27.53\|-2.41\|27.95\|27.95\|27.01\|219397;2026-05-21\|26.57\|-3.49\|27.85\|28.32\|26.52\|240796;2026-05-22\|26.90\|1.24\|26.70\|27.16\|26.30\|192367;2026-05-25\|26.76\|-0.52\|27.27\|27.60\|26.48\|207256;2026-05-26\|27.09\|1.23\|26.49\|27.15\|25.84\|271339;2026-05-27\|25.69\|-5.17\|26.95\|26.99\|25.55\|264775;2026-05-28\|25.03\|-2.57\|25.53\|25.53\|24.50\|268202;2026-05-29\|24.56\|-1.88\|25.40\|25.55\|24.43\|190340;2026-06-01\|24.84\|1.14\|24.52\|25.17\|24.50\|164459;2026-06-02\|25.09\|1.01\|24.84\|25.31\|24.22\|215551;2026-06-03\|25.85\|3.03\|25.00\|27.28\|24.81\|404470;2026-06-04\|24.94\|-3.52\|25.72\|25.96\|24.86\|214210;2026-06-05\|24.10\|-3.37\|24.81\|24.90\|24.08\|219101;2026-06-08\|22.19\|-7.93\|22.85\|23.31\|21.89\|303431;2026-06-09\|21.83\|-1.62\|22.45\|22.54\|21.33\|317402;2026-06-10\|20.77\|-4.86\|21.27\|21.31\|20.62\|336017;2026-06-11\|20.54\|-1.11\|20.67\|21.16\|20.23\|277570;2026-06-12\|21.58\|5.06\|21.05\|22.07\|20.81\|413173;2026-06-15\|23.03\|6.72\|22.30\|23.05\|22.12\|427857;2026-06-16\|25.33\|9.99\|23.07\|25.33\|22.72\|427239;2026-06-17\|24.85\|-1.90\|25.32\|25.53\|24.58\|525531;2026-06-18\|24.43\|-1.69\|24.60\|25.27\|23.98\|392377;2026-06-22\|26.87\|9.99\|24.43\|26.87\|24.20\|712032;2026-06-23\|24.49\|-8.86\|26.83\|26.87\|24.38\|616254;2026-06-24\|25.20\|2.90\|25.06\|25.87\|24.47\|431960;2026-06-25\|24.75\|-1.79\|24.50\|26.08\|23.90\|484375;2026-06-26\|23.60\|-4.65\|25.22\|25.22\|22.57\|495431;2026-06-29\|24.15\|2.33\|23.50\|25.10\|23.50\|416182;2026-06-30\|23.99\|-0.66\|23.86\|24.09\|23.03\|296906;2026-07-01\|23.87\|-0.50\|23.94\|24.98\|23.65\|315626;2026-07-02\|23.77\|-0.42\|24.20\|24.86\|23.40\|348213;2026-07-03\|23.77\|0.00\|24.20\|24.55\|23.76\|330790;2026-07-06\|22.74\|-4.33\|23.78\|24.38\|22.66\|326305;2026-07-07\|21.57\|-5.15\|22.38\|22.55\|21.46\|255556;2026-07-08\|21.02\|-2.55\|21.45\|21.88\|21.00\|189378;2026-07-09\|20.92\|-0.48\|20.81\|21.38\|20.10\|219595;2026-07-10\|20.80\|-0.19\|21.00\|21.52\|20.54\|214190
115989	SK海力士尝试“以钼代钨”	钨全产业链+定增过会+光伏钨丝行业原因：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6月18日公告，公司向特定对象发行股票申请已获深交所上市审核中心审核通过，募集资金拟投向“年产300亿米光伏用超细钨合金丝生产项目”等。 2、据2026年4月23日投资者关系管理信息，公司是国内钨行业具备完整产业链的企业之一，业务涵盖钨精矿采选、仲钨酸铵冶炼至硬质合金、钨丝等全系列钨产品生产，系商务部批准的“钨品国营贸易出口资格企业”之一。 3、据2026年6月23日互动易，公司澄清尚未涉及高纯度芯片级六氟化钨的具体技术研发，专注钨制品主业。	公司是国内钨行业具备完整产业链的企业之一，一季度净利润同比增长2917.13%	2026-03-03\|43.68\|-4.46\|45.72\|48.50\|43.22\|858680;2026-03-04\|46.05\|5.43\|41.61\|47.59\|41.19\|754582;2026-03-05\|41.82\|-9.19\|47.00\|47.70\|41.45\|678921;2026-03-06\|43.01\|2.85\|43.07\|45.30\|42.12\|601804;2026-03-09\|41.39\|-3.77\|42.56\|44.02\|40.57\|502693;2026-03-10\|41.39\|0.00\|41.52\|42.39\|39.55\|406811;2026-03-11\|39.20\|-5.29\|41.30\|43.25\|38.80\|529336;2026-03-12\|37.40\|-4.59\|39.05\|39.38\|37.00\|463940;2026-03-13\|34.43\|-7.94\|36.47\|36.90\|34.07\|522020;2026-03-16\|33.73\|-2.03\|34.42\|35.10\|32.50\|408709;2026-03-17\|33.79\|0.18\|33.98\|35.51\|33.69\|434445;2026-03-18\|34.27\|1.42\|34.09\|34.69\|33.61\|286255;2026-03-19\|32.39\|-5.49\|33.31\|33.49\|32.20\|288778;2026-03-20\|31.70\|-2.13\|33.37\|33.46\|31.60\|227230;2026-03-23\|30.24\|-4.61\|31.13\|31.96\|29.94\|277850;2026-03-24\|31.43\|3.94\|31.00\|31.49\|29.90\|248008;2026-03-25\|31.03\|-1.27\|31.99\|32.30\|30.52\|315607;2026-03-26\|30.12\|-2.93\|31.35\|31.51\|29.51\|245170;2026-03-27\|33.13\|9.99\|29.79\|33.13\|29.79\|360183;2026-03-30\|33.80\|2.02\|33.14\|33.96\|32.05\|603223;2026-03-31\|32.75\|-3.11\|33.80\|34.08\|32.26\|359059;2026-04-01\|32.20\|-1.68\|32.10\|32.96\|31.18\|366990;2026-04-02\|31.00\|-3.73\|32.11\|32.18\|30.34\|325129;2026-04-03\|30.25\|-2.42\|30.99\|31.30\|30.14\|207325;2026-04-07\|32.30\|6.78\|30.33\|33.28\|30.30\|458381;2026-04-08\|33.85\|4.80\|33.50\|33.94\|32.88\|448187;2026-04-09\|33.60\|-0.74\|33.06\|34.33\|32.76\|333894;2026-04-10\|32.87\|-2.17\|34.00\|34.08\|32.51\|286225;2026-04-13\|32.89\|0.06\|32.73\|33.33\|31.90\|254186;2026-04-14\|33.35\|1.40\|33.55\|34.32\|32.92\|381462;2026-04-15\|31.68\|-5.01\|34.00\|34.10\|31.58\|380167;2026-04-16\|33.85\|6.85\|31.89\|34.85\|30.98\|705637;2026-04-17\|33.64\|-0.62\|33.86\|35.49\|33.20\|664757;2026-04-20\|34.45\|2.41\|33.45\|35.00\|33.34\|496022;2026-04-21\|33.37\|-3.13\|34.11\|34.29\|33.08\|331321;2026-04-22\|34.82\|4.35\|32.92\|36.30\|32.59\|580601;2026-04-23\|32.31\|-7.21\|34.91\|35.00\|32.01\|520586;2026-04-24\|31.95\|-1.11\|31.97\|32.51\|31.10\|264676;2026-04-27\|30.36\|-4.98\|31.21\|31.21\|29.68\|311903;2026-04-28\|31.81\|4.78\|30.77\|32.00\|29.90\|370175;2026-04-29\|34.99\|10.00\|32.91\|34.99\|32.32\|569299;2026-04-30\|38.49\|10.00\|36.51\|38.49\|36.51\|879613;2026-05-06\|39.37\|2.29\|39.03\|39.65\|37.75\|943544;2026-05-07\|39.13\|-0.61\|39.50\|40.20\|38.70\|608102;2026-05-08\|37.55\|-4.04\|38.43\|38.91\|37.35\|478295;2026-05-11\|37.72\|0.45\|37.60\|37.76\|36.84\|406271;2026-05-12\|36.28\|-3.82\|38.00\|38.04\|35.84\|357719;2026-05-13\|39.91\|10.01\|36.02\|39.91\|36.01\|392946;2026-05-14\|38.14\|-4.43\|40.45\|41.38\|38.05\|583157;2026-05-15\|36.43\|-4.48\|38.26\|38.42\|36.03\|339982;2026-05-18\|35.69\|-2.03\|36.00\|37.06\|35.50\|305900;2026-05-19\|33.30\|-6.70\|36.00\|36.16\|32.57\|421550;2026-05-20\|32.83\|-1.41\|32.70\|33.47\|31.63\|339649;2026-05-21\|32.00\|-2.53\|33.14\|34.47\|31.84\|420144;2026-05-22\|33.66\|5.19\|32.33\|34.08\|32.32\|388563;2026-05-25\|32.85\|-2.41\|33.88\|34.21\|32.51\|327952;2026-05-26\|33.59\|2.25\|32.28\|33.95\|31.41\|392806;2026-05-27\|32.05\|-4.58\|33.50\|33.99\|31.71\|312546;2026-05-28\|32.76\|2.22\|31.70\|33.10\|31.41\|285555;2026-05-29\|32.36\|-1.22\|33.09\|33.78\|31.20\|378974;2026-06-01\|32.10\|-0.80\|32.00\|33.86\|31.88\|282355;2026-06-02\|32.41\|0.97\|31.80\|32.68\|30.50\|344983;2026-06-03\|33.99\|4.88\|32.05\|34.93\|31.72\|542674;2026-06-04\|34.55\|1.65\|33.62\|34.77\|32.70\|419498;2026-06-05\|32.94\|-4.66\|34.02\|35.08\|32.81\|365733;2026-06-08\|33.08\|0.42\|31.54\|35.08\|31.09\|367497;2026-06-09\|34.26\|3.57\|33.29\|34.35\|31.92\|373005;2026-06-10\|35.76\|4.38\|33.34\|36.29\|33.05\|573820;2026-06-11\|39.34\|10.01\|36.68\|39.34\|36.15\|418450;2026-06-12\|39.69\|0.89\|41.59\|43.27\|38.01\|1185094;2026-06-15\|43.42\|9.40\|41.67\|43.65\|39.92\|998649;2026-06-16\|46.35\|7.09\|41.50\|47.38\|41.50\|843684;2026-06-17\|43.38\|-6.41\|45.00\|45.49\|42.70\|724011;2026-06-18\|47.72\|10.00\|41.80\|47.72\|40.88\|876460;2026-06-22\|52.49\|10.00\|48.69\|52.49\|48.69\|763367;2026-06-23\|48.38\|-7.83\|51.91\|52.32\|47.24\|708832;2026-06-24\|46.74\|-3.39\|47.22\|48.80\|45.00\|538778;2026-06-25\|51.41\|9.99\|46.70\|51.41\|45.85\|530625;2026-06-26\|52.16\|1.46\|52.23\|54.44\|50.94\|728418;2026-06-29\|49.44\|-5.21\|52.00\|52.96\|46.94\|552368;2026-06-30\|48.20\|-2.51\|48.50\|50.07\|47.10\|438128;2026-07-01\|45.61\|-5.37\|48.72\|49.69\|45.18\|567585;2026-07-02\|50.17\|10.00\|44.20\|50.17\|43.60\|581671;2026-07-03\|45.15\|-10.01\|50.06\|50.06\|45.15\|660982;2026-07-06\|40.64\|-9.99\|44.99\|45.30\|40.64\|460786;2026-07-07\|37.69\|-7.26\|39.35\|40.60\|37.52\|375568;2026-07-08\|36.08\|-4.27\|37.70\|38.68\|35.76\|267148;2026-07-09\|36.30\|0.61\|36.40\|37.22\|34.34\|316244;2026-07-10\|35.35\|-2.62\|36.06\|37.33\|35.29\|323419
115988	SK海力士尝试“以钼代钨”	氧化锆替代+口腔种植医保+外销龙头行业原因：锆概念股开盘走强。爱迪特6月17日在互动平台表示，公司已经收到日本东曹关于氧化锆粉体暂停供应的通知。公司原因： 1、据2026年6月17日互动易，公司已收到日本东曹关于氧化锆粉体暂停供应的通知，并已提前布局粉体替代方案且全面落地，新材料可替代原进口粉体，全线新品通过客户严苛验证，多家核心大客户已完成切换并签订长期订单。 2、据2026年6月17日互动易，国家医保局拟将口腔种植纳入首批全国统一医保项目目录，预计2026年10月至11月间印发；公司旗下沃兰种植体已入选国内口腔种植体系统集中带量采购名单，是中国首批进入医保限价支付目录的种植体品牌。 3、公司是国内较大的义齿用氧化锆瓷块生产企业，主营业务为口腔修复材料及口腔数字化设备，2025年境外营收占比达66.31%。	公司是国内口腔氧化锆修复材料龙头，近期表示已经收到日本东曹关于氧化锆粉体暂停供应的通知，针对公司的供应稳定性，公司已经提前布局粉体替代方案并全面落地，新材料可以替代原进口粉体，全线新品通过客户严苛验证	2026-03-03\|85.40\|-6.77\|92.41\|92.41\|84.50\|102275;2026-03-04\|82.30\|-3.63\|85.34\|87.00\|81.21\|94466;2026-03-05\|83.05\|0.91\|84.00\|84.88\|80.45\|69948;2026-03-06\|81.91\|-1.37\|82.88\|83.89\|80.66\|53019;2026-03-09\|79.20\|-3.31\|80.97\|82.70\|74.79\|77718;2026-03-10\|86.03\|8.62\|80.50\|86.60\|80.37\|74661;2026-03-11\|88.00\|2.29\|89.35\|92.50\|87.10\|71440;2026-03-12\|89.80\|2.05\|86.49\|92.70\|86.49\|63814;2026-03-13\|86.28\|-3.92\|90.25\|94.40\|85.80\|70951;2026-03-16\|80.47\|-6.73\|86.93\|88.99\|77.60\|84328;2026-03-17\|72.88\|-9.43\|79.67\|80.87\|72.81\|71584;2026-03-18\|75.51\|3.61\|74.00\|76.76\|74.00\|43516;2026-03-19\|72.11\|-4.50\|75.51\|75.86\|71.73\|51046;2026-03-20\|72.26\|0.21\|73.51\|76.54\|72.11\|49472;2026-03-23\|67.16\|-7.06\|69.24\|71.50\|66.61\|50629;2026-03-24\|72.11\|7.37\|68.70\|72.29\|66.83\|76484;2026-03-25\|71.20\|-1.26\|73.61\|77.68\|70.81\|72101;2026-03-26\|68.30\|-4.07\|71.21\|71.57\|66.68\|50471;2026-03-27\|71.62\|4.86\|67.01\|72.80\|67.01\|51086;2026-03-30\|70.70\|-1.28\|70.35\|71.62\|69.40\|35008;2026-03-31\|70.00\|-0.99\|71.26\|73.60\|69.83\|40000;2026-04-01\|70.74\|1.06\|71.70\|72.01\|69.61\|31147;2026-04-02\|69.74\|-1.41\|70.38\|72.50\|69.36\|29597;2026-04-03\|69.27\|-0.67\|69.51\|71.48\|69.04\|28149;2026-04-07\|69.96\|1.00\|69.50\|71.45\|69.05\|20353;2026-04-08\|73.88\|5.60\|72.00\|74.98\|71.35\|39792;2026-04-09\|71.80\|-2.82\|72.55\|73.54\|70.68\|52954;2026-04-10\|72.48\|0.95\|72.13\|74.68\|70.80\|41057;2026-04-13\|71.13\|-1.86\|72.01\|72.80\|69.73\|38555;2026-04-14\|71.65\|0.73\|72.15\|72.56\|70.61\|27841;2026-04-15\|69.19\|-3.43\|72.37\|74.16\|69.05\|46544;2026-04-16\|76.34\|10.33\|69.00\|79.60\|68.11\|93891;2026-04-17\|78.77\|3.18\|74.77\|80.50\|72.21\|90014;2026-04-20\|77.90\|-1.10\|79.30\|79.77\|76.23\|53967;2026-04-21\|76.26\|-2.11\|77.46\|78.50\|75.27\|51709;2026-04-22\|79.20\|3.86\|75.93\|79.48\|74.46\|53404;2026-04-23\|78.03\|-1.48\|79.00\|80.45\|74.88\|55153;2026-04-24\|74.60\|-4.40\|77.36\|77.99\|73.30\|42191;2026-04-27\|73.16\|-1.93\|73.80\|75.98\|72.92\|36692;2026-04-28\|71.01\|-2.94\|72.90\|73.35\|68.17\|44024;2026-04-29\|74.25\|4.56\|73.00\|76.48\|71.11\|52618;2026-04-30\|72.19\|-2.77\|74.00\|75.98\|71.73\|48429;2026-05-06\|76.40\|5.83\|72.50\|77.10\|72.35\|50867;2026-05-07\|78.37\|2.58\|76.90\|80.10\|74.80\|50155;2026-05-08\|78.71\|0.43\|78.30\|81.50\|78.00\|45600;2026-05-11\|76.95\|-2.24\|79.00\|79.80\|76.69\|44758;2026-05-12\|76.49\|-0.60\|77.00\|77.40\|74.50\|42067;2026-05-13\|75.63\|-1.12\|75.74\|79.69\|75.38\|40069;2026-05-14\|72.93\|-3.57\|75.85\|76.86\|72.33\|42533;2026-05-15\|63.31\|-13.19\|72.74\|73.14\|62.10\|107015;2026-05-18\|62.94\|-0.58\|62.66\|63.63\|61.87\|60385;2026-05-19\|63.28\|0.54\|62.97\|63.89\|60.41\|46759;2026-05-20\|62.98\|-0.47\|62.74\|63.63\|61.29\|24198;2026-05-21\|61.42\|-2.48\|63.10\|65.67\|61.41\|32227;2026-05-22\|63.50\|3.39\|61.59\|64.10\|61.24\|30371;2026-05-25\|61.36\|-3.37\|63.99\|64.36\|60.90\|29723;2026-05-26\|60.42\|-1.53\|61.19\|61.73\|59.85\|26486;2026-05-27\|59.52\|-1.49\|60.85\|60.95\|58.63\|23875;2026-05-28\|60.30\|1.31\|59.00\|60.99\|59.00\|22133;2026-05-29\|58.07\|-3.70\|60.00\|61.01\|57.99\|25449;2026-06-01\|56.30\|-3.05\|58.49\|58.49\|55.90\|46195;2026-06-02\|55.77\|-0.94\|56.08\|57.14\|54.85\|38620;2026-06-03\|56.30\|0.95\|55.79\|57.72\|55.68\|25046;2026-06-04\|55.69\|-1.08\|55.83\|56.22\|55.05\|19254;2026-06-05\|55.47\|-0.40\|55.69\|56.10\|54.40\|23328;2026-06-08\|52.43\|-5.48\|54.00\|54.75\|51.41\|31355;2026-06-09\|53.76\|2.54\|53.12\|54.00\|52.85\|26555;2026-06-10\|37.65\|-1.10\|38.00\|38.38\|36.93\|28909;2026-06-11\|45.18\|20.00\|45.18\|45.18\|45.18\|57045;2026-06-12\|46.28\|2.43\|51.17\|52.70\|43.21\|262330;2026-06-15\|43.45\|-6.12\|47.82\|47.88\|42.87\|199905;2026-06-16\|46.78\|7.66\|42.43\|47.99\|41.70\|175665;2026-06-17\|52.64\|12.53\|47.01\|53.24\|46.57\|174580;2026-06-18\|63.17\|20.00\|63.17\|63.17\|63.17\|34808;2026-06-22\|75.80\|19.99\|75.80\|75.80\|74.80\|97792;2026-06-23\|84.01\|10.83\|85.55\|87.98\|79.70\|325561;2026-06-24\|80.68\|-3.96\|83.69\|83.69\|76.33\|166783;2026-06-25\|72.50\|-10.14\|80.50\|81.36\|69.81\|200193;2026-06-26\|66.55\|-8.21\|71.43\|72.42\|64.46\|156552;2026-06-29\|69.65\|4.66\|67.00\|69.93\|65.39\|140057;2026-06-30\|64.33\|-7.64\|68.06\|68.21\|60.29\|155747;2026-07-01\|61.74\|-4.03\|64.50\|65.58\|61.00\|117899;2026-07-02\|61.65\|-0.15\|60.00\|64.49\|58.96\|95848;2026-07-03\|59.96\|-2.74\|62.75\|63.90\|59.90\|81826;2026-07-06\|60.29\|0.55\|60.11\|63.16\|60.11\|85431;2026-07-07\|59.64\|-1.08\|60.80\|63.00\|57.02\|101048;2026-07-08\|54.35\|-8.87\|59.00\|59.32\|54.33\|122264;2026-07-09\|56.08\|3.18\|54.98\|56.29\|53.94\|77703;2026-07-10\|53.90\|-3.89\|55.33\|57.66\|53.79\|79344
115987	SK海力士尝试“以钼代钨”	稀贵金属+危废资源化+氟化工+广东国资行业原因： 1、据央视财经6月15日报道，芯片关键材料六氟化钨供需缺口扩大，价格进入上行通道，同比暴涨超200%。 2、据证券时报6月18日报道，6月份以来，六氟磷酸锂等电解液赛道迎来密集签约潮。分析师指出，下游需求持续放量，尤其是储能领域订单大增，未来几年行业景气度仍有望延续。公司原因： 1、据2025年年度报告，公司拥有危险废物经营资质超 280万吨，可处理《国家危险废物名录》（2025年版）中列明的绝大多数危险废物，产出的烟花级氧化铜、高纯氢氧化铜、无水氯化铜、碱式氯化铜等资源化产品及精铋、精碲、电铅、氧化锑等稀贵金属产品质量水平领先。 2、据2025年年度报告及2026年4月17日投资者关系活动记录表，公司深耕工业危废资源化利用与稀贵金属回收，正推动产品向高值化转型，纳米级碱式硫酸铜等高端产品已全面投产。 3、据2025年12月30日互动易，公司下属子企业已完成含氟废液资源化回收产线的建设布局。 4、公司最终控制人为广东省人民政府国有资产监督管理委员会，属国有企业。	公司拥有危险废物经营资质超 280万吨，可处理《国家危险废物名录》（2025年版）中列明的绝大多数危险废物，产出的烟花级氧化铜、高纯氢氧化铜、无水氯化铜、碱式氯化铜等资源化产品及精铋、精碲、电铅、氧化锑等稀贵金属产品质量水平领先	2026-03-03\|4.87\|-1.62\|4.93\|4.99\|4.85\|138834;2026-03-04\|4.99\|2.46\|4.86\|5.07\|4.78\|206510;2026-03-05\|5.05\|1.20\|5.04\|5.13\|4.98\|205325;2026-03-06\|5.08\|0.59\|5.03\|5.10\|4.99\|166671;2026-03-09\|5.10\|0.39\|5.05\|5.13\|5.02\|140658;2026-03-10\|5.12\|0.39\|5.10\|5.14\|5.05\|123770;2026-03-11\|5.14\|0.39\|5.12\|5.16\|4.97\|162369;2026-03-12\|5.06\|-1.56\|5.13\|5.15\|5.05\|115670;2026-03-13\|5.01\|-0.99\|5.07\|5.11\|4.99\|109686;2026-03-16\|4.98\|-0.60\|5.00\|5.06\|4.95\|102859;2026-03-17\|4.92\|-1.20\|4.99\|5.02\|4.90\|93054;2026-03-18\|4.91\|-0.20\|4.90\|4.94\|4.84\|63742;2026-03-19\|4.85\|-1.22\|4.88\|4.93\|4.83\|78457;2026-03-20\|4.76\|-1.86\|4.87\|4.91\|4.73\|110465;2026-03-23\|4.53\|-4.83\|4.72\|4.75\|4.49\|159477;2026-03-24\|4.69\|3.53\|4.61\|4.70\|4.53\|118096;2026-03-25\|4.98\|6.18\|4.72\|5.08\|4.67\|218543;2026-03-26\|4.90\|-1.61\|4.98\|5.07\|4.87\|139894;2026-03-27\|4.88\|-0.41\|4.87\|4.90\|4.78\|108663;2026-03-30\|4.92\|0.82\|4.82\|4.94\|4.74\|141563;2026-03-31\|4.84\|-1.63\|4.91\|4.95\|4.82\|91008;2026-04-01\|4.74\|-2.07\|4.88\|4.91\|4.68\|108866;2026-04-02\|4.43\|-6.54\|4.73\|4.74\|4.41\|280217;2026-04-03\|4.15\|-6.32\|4.43\|4.46\|4.15\|146239;2026-04-07\|4.35\|4.82\|4.21\|4.36\|4.18\|120017;2026-04-08\|4.45\|2.30\|4.38\|4.47\|4.31\|112576;2026-04-09\|4.30\|-3.37\|4.43\|4.48\|4.27\|88699;2026-04-10\|4.35\|1.16\|4.38\|4.40\|4.31\|72231;2026-04-13\|4.40\|1.15\|4.34\|4.41\|4.28\|73152;2026-04-14\|4.35\|-1.14\|4.42\|4.42\|4.31\|78424;2026-04-15\|4.24\|-2.53\|4.34\|4.36\|4.21\|87566;2026-04-16\|4.33\|2.12\|4.30\|4.34\|4.21\|82986;2026-04-17\|4.18\|-3.46\|4.34\|4.34\|4.15\|114691;2026-04-20\|4.19\|0.24\|4.18\|4.22\|4.15\|73756;2026-04-21\|4.17\|-0.48\|4.19\|4.19\|4.14\|62160;2026-04-22\|4.19\|0.48\|4.16\|4.26\|4.14\|61138;2026-04-23\|4.19\|0.00\|4.23\|4.23\|4.13\|66899;2026-04-24\|4.25\|1.43\|4.19\|4.28\|4.16\|102633;2026-04-27\|4.38\|3.06\|4.26\|4.39\|4.21\|133244;2026-04-28\|4.41\|0.68\|4.35\|4.44\|4.34\|91846;2026-04-29\|4.46\|1.13\|4.39\|4.47\|4.36\|82728;2026-04-30\|4.42\|-0.90\|4.46\|4.48\|4.41\|71026;2026-05-06\|4.45\|0.68\|4.42\|4.47\|4.39\|80257;2026-05-07\|4.39\|-1.35\|4.46\|4.51\|4.38\|88832;2026-05-08\|4.41\|0.46\|4.39\|4.42\|4.35\|68806;2026-05-11\|4.37\|-0.91\|4.41\|4.43\|4.33\|80162;2026-05-12\|4.17\|-4.58\|4.39\|4.39\|4.17\|136146;2026-05-13\|4.26\|2.16\|4.20\|4.33\|4.16\|99601;2026-05-14\|4.16\|-2.35\|4.28\|4.28\|4.16\|64376;2026-05-15\|4.07\|-2.16\|4.15\|4.16\|4.04\|105177;2026-05-18\|4.08\|0.25\|4.08\|4.14\|4.03\|108469;2026-05-19\|4.06\|-0.49\|4.08\|4.12\|4.01\|69264;2026-05-20\|3.93\|-3.20\|4.05\|4.05\|3.89\|116605;2026-05-21\|3.81\|-3.05\|3.94\|4.03\|3.80\|113020;2026-05-22\|3.86\|1.31\|3.84\|3.91\|3.79\|94158;2026-05-25\|3.86\|0.00\|3.94\|3.96\|3.81\|71365;2026-05-26\|3.82\|-1.04\|3.87\|3.88\|3.78\|70044;2026-05-27\|3.76\|-1.57\|3.85\|3.85\|3.72\|85307;2026-05-28\|3.77\|0.27\|3.77\|3.80\|3.70\|75341;2026-05-29\|3.77\|0.00\|3.77\|3.83\|3.74\|75930;2026-06-01\|3.93\|4.24\|3.79\|3.96\|3.76\|117048;2026-06-02\|3.84\|-2.29\|3.95\|3.96\|3.79\|78932;2026-06-03\|3.78\|-1.56\|3.84\|3.84\|3.73\|64128;2026-06-04\|3.65\|-3.44\|3.76\|3.81\|3.60\|143483;2026-06-05\|3.67\|0.55\|3.64\|3.73\|3.63\|118478;2026-06-08\|3.55\|-3.27\|3.62\|3.72\|3.39\|132453;2026-06-09\|3.53\|-0.56\|3.54\|3.59\|3.46\|84813;2026-06-10\|3.53\|0.00\|3.48\|3.67\|3.46\|141413;2026-06-11\|3.53\|0.00\|3.47\|3.56\|3.46\|130806;2026-06-12\|3.56\|0.85\|3.55\|3.66\|3.50\|140209;2026-06-15\|3.54\|-0.56\|3.67\|3.73\|3.52\|193649;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.42\|253873;2026-06-17\|3.65\|-6.17\|3.82\|3.89\|3.61\|405833;2026-06-18\|3.41\|-6.58\|3.61\|3.64\|3.37\|302496;2026-06-22\|3.75\|9.97\|3.55\|3.75\|3.50\|185532;2026-06-23\|4.13\|10.13\|3.90\|4.13\|3.77\|479598;2026-06-24\|3.77\|-8.72\|4.05\|4.06\|3.73\|478992;2026-06-25\|3.86\|2.39\|3.71\|4.10\|3.71\|444145;2026-06-26\|3.49\|-9.59\|3.87\|3.90\|3.49\|371881;2026-06-29\|3.53\|1.15\|3.46\|3.68\|3.37\|251473;2026-06-30\|3.28\|-7.08\|3.46\|3.48\|3.21\|273204;2026-07-01\|3.37\|2.74\|3.25\|3.42\|3.11\|272564;2026-07-02\|3.42\|1.48\|3.34\|3.56\|3.32\|219891;2026-07-03\|3.48\|1.75\|3.43\|3.50\|3.37\|161591;2026-07-06\|3.40\|-2.30\|3.48\|3.55\|3.37\|132907;2026-07-07\|3.45\|1.47\|3.41\|3.61\|3.35\|236423;2026-07-08\|3.37\|-2.32\|3.44\|3.45\|3.32\|107873;2026-07-09\|3.34\|-0.89\|3.40\|3.46\|3.29\|117519;2026-07-10\|3.41\|2.10\|3.34\|3.48\|3.22\|176672
115986	SK海力士尝试“以钼代钨”	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司与青岛立昂晶电半导体科技有限公司等各方共同签署《关于收购磷化铟业务之框架协议》，公司拟收购青岛立昂磷化铟衬底及半导体电子材料的研发、制造与销售业务	2026-03-03\|13.78\|-1.29\|13.96\|14.34\|13.71\|66258;2026-03-04\|13.71\|-0.51\|13.65\|13.81\|13.54\|34273;2026-03-05\|13.75\|0.29\|13.98\|14.01\|13.71\|26297;2026-03-06\|14.10\|2.55\|13.74\|14.15\|13.74\|41328;2026-03-09\|14.19\|0.64\|14.05\|14.20\|13.68\|54890;2026-03-10\|14.58\|2.75\|14.47\|14.74\|14.29\|54916;2026-03-11\|14.59\|0.07\|14.64\|14.65\|14.25\|83705;2026-03-12\|14.13\|-3.15\|14.63\|14.65\|14.06\|51978;2026-03-13\|13.98\|-1.06\|14.06\|14.27\|13.91\|34172;2026-03-16\|14.09\|0.79\|13.94\|14.51\|13.89\|78711;2026-03-17\|13.27\|-5.82\|14.16\|14.34\|13.21\|108816;2026-03-18\|13.42\|1.13\|13.27\|13.54\|13.15\|29593;2026-03-19\|13.13\|-2.16\|13.39\|13.39\|13.06\|26750;2026-03-20\|12.71\|-3.20\|13.18\|13.19\|12.66\|35134;2026-03-23\|11.93\|-6.14\|12.49\|12.55\|11.78\|50393;2026-03-24\|12.33\|3.35\|12.18\|12.33\|11.94\|30078;2026-03-25\|12.47\|1.14\|12.32\|12.55\|12.30\|21327;2026-03-26\|12.25\|-1.76\|12.55\|12.60\|12.15\|18654;2026-03-27\|12.51\|2.12\|12.15\|12.60\|12.07\|26898;2026-03-30\|12.76\|2.00\|12.31\|12.81\|12.20\|29989;2026-03-31\|12.61\|-1.18\|12.85\|12.95\|12.58\|21734;2026-04-01\|12.73\|0.95\|12.84\|12.89\|12.57\|21806;2026-04-02\|12.55\|-1.41\|12.72\|12.78\|12.50\|22061;2026-04-03\|12.29\|-2.07\|12.61\|12.69\|12.15\|23802;2026-04-07\|12.68\|3.17\|12.42\|12.68\|12.12\|22201;2026-04-08\|12.96\|2.21\|12.89\|13.07\|12.79\|25801;2026-04-09\|13.10\|1.08\|12.96\|13.25\|12.73\|28182;2026-04-10\|13.04\|-0.46\|13.11\|13.26\|13.02\|16989;2026-04-13\|13.39\|2.68\|12.95\|13.46\|12.87\|42753;2026-04-14\|13.30\|-0.67\|13.44\|13.49\|13.12\|22938;2026-04-15\|13.30\|0.00\|13.30\|13.38\|13.09\|21808;2026-04-16\|13.40\|0.75\|13.29\|13.64\|13.21\|34848;2026-04-17\|13.68\|2.09\|13.43\|14.30\|13.41\|57265;2026-04-20\|13.90\|1.61\|13.67\|13.94\|13.65\|28940;2026-04-21\|13.91\|0.07\|13.83\|14.07\|13.83\|32069;2026-04-22\|14.06\|1.08\|13.88\|14.14\|13.86\|29256;2026-04-23\|13.82\|-1.71\|14.09\|14.09\|13.74\|26909;2026-04-24\|13.83\|0.07\|13.87\|13.96\|13.74\|24283;2026-04-27\|13.99\|1.16\|13.83\|14.07\|13.80\|33535;2026-04-28\|13.32\|-4.79\|13.85\|13.99\|13.16\|59409;2026-04-29\|13.67\|2.63\|13.51\|13.86\|13.22\|60523;2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658
115985	SK海力士尝试“以钼代钨”	锆产品+扩产+固态电池行业原因： 1、据证券日报2月27日报道，国内配额叠加海外限产导致稀土、钨、锂等现货供应趋紧，价格春节后再创新高。 2、全球AI算力、新能源、军工需求爆发，多国将关键小金属列入战略矿产，定价权与战略价值被系统性重估。公司原因： 1、据2026年2月26日互动易，公司应用于固态电池电解质的氧化锆样品获得部分固态电池材料厂家研发试用初步认可。 2、据2026年1月6日公告，全资子公司拟投建年产1万吨新能源电池级高纯复合氧化锆项目，首期5000吨/年已完成备案及环评。 3、据2024年年度报告，公司是国内锆行业技术领先、产业链完整的高新技术企业，产品覆盖氧氯化锆、二氧化锆等百余品种，应用于新能源、电子陶瓷等高端领域。	1、公司主要从事锆系列制品，产品涵盖锆英砂、钛精矿等，在澳大利亚开采的明达里矿区为海滨砂矿（锆钛铪伴生）； 2、公司涉及稀土的产品为分选澳大利亚开采的重矿物得到的副产品独居石，独居石约占重矿物重量的1%-2.5%，独居石内含有各种稀土元素的氧化物，如氧化钍、氧化镧、氧化铈、氧化钕等	2026-03-03\|14.61\|-5.68\|15.46\|15.86\|14.56\|1107956;2026-03-04\|16.07\|9.99\|14.30\|16.07\|14.20\|926044;2026-03-05\|15.39\|-4.23\|16.50\|16.60\|15.29\|1322133;2026-03-06\|15.14\|-1.62\|15.36\|15.59\|14.94\|719083;2026-03-09\|15.16\|0.13\|14.97\|15.43\|14.66\|728870;2026-03-10\|14.80\|-2.37\|15.26\|15.30\|14.68\|550237;2026-03-11\|14.60\|-1.35\|14.68\|15.09\|14.49\|575603;2026-03-12\|14.47\|-0.89\|14.54\|14.85\|14.31\|536734;2026-03-13\|13.95\|-3.59\|14.36\|14.68\|13.89\|536292;2026-03-16\|13.89\|-0.43\|13.81\|14.01\|13.52\|352384;2026-03-17\|13.43\|-3.31\|13.90\|14.00\|13.40\|304533;2026-03-18\|13.50\|0.52\|13.45\|13.57\|13.21\|243005;2026-03-19\|12.75\|-5.56\|13.27\|13.27\|12.70\|347389;2026-03-20\|12.52\|-1.80\|12.90\|13.07\|12.50\|272123;2026-03-23\|11.73\|-6.31\|12.18\|12.40\|11.58\|394010;2026-03-24\|12.03\|2.56\|12.01\|12.08\|11.53\|300546;2026-03-25\|12.23\|1.66\|12.31\|12.36\|12.12\|285589;2026-03-26\|12.09\|-1.14\|12.20\|12.37\|12.02\|221779;2026-03-27\|12.44\|2.90\|11.88\|12.55\|11.83\|293746;2026-03-30\|12.39\|-0.40\|12.39\|12.51\|12.19\|232019;2026-03-31\|12.13\|-2.10\|12.39\|12.49\|12.13\|207207;2026-04-01\|12.31\|1.48\|12.36\|12.45\|12.20\|162753;2026-04-02\|11.96\|-2.84\|12.31\|12.31\|11.87\|168863;2026-04-03\|11.63\|-2.76\|11.97\|12.06\|11.60\|148606;2026-04-07\|11.87\|2.06\|11.69\|11.91\|11.69\|132233;2026-04-08\|12.59\|6.07\|12.23\|12.60\|12.02\|292346;2026-04-09\|12.42\|-1.35\|12.41\|12.55\|12.33\|173250;2026-04-10\|12.63\|1.69\|12.52\|12.78\|12.47\|243402;2026-04-13\|12.69\|0.48\|12.60\|12.75\|12.56\|194816;2026-04-14\|12.89\|1.58\|12.84\|12.96\|12.72\|196913;2026-04-15\|12.65\|-1.86\|13.00\|13.07\|12.60\|215016;2026-04-16\|12.95\|2.37\|12.66\|13.00\|12.62\|216777;2026-04-17\|13.14\|1.47\|12.88\|13.20\|12.87\|203845;2026-04-20\|13.33\|1.45\|13.10\|13.34\|13.05\|295524;2026-04-21\|13.10\|-1.73\|13.14\|13.18\|12.75\|293216;2026-04-22\|13.06\|-0.31\|12.97\|13.13\|12.92\|225891;2026-04-23\|12.86\|-1.53\|13.03\|13.09\|12.68\|268706;2026-04-24\|13.01\|1.17\|12.73\|13.10\|12.61\|203797;2026-04-27\|13.29\|2.15\|12.99\|13.41\|12.90\|322249;2026-04-28\|12.72\|-4.29\|13.20\|13.24\|12.65\|318003;2026-04-29\|13.17\|3.54\|12.65\|13.22\|12.61\|288314;2026-04-30\|12.91\|-1.97\|13.12\|13.17\|12.87\|222098;2026-05-06\|13.35\|3.41\|12.96\|13.35\|12.90\|310465;2026-05-07\|13.42\|0.52\|13.45\|13.55\|13.27\|293423;2026-05-08\|13.49\|0.52\|13.30\|13.69\|13.29\|293763;2026-05-11\|13.72\|1.71\|13.85\|14.15\|13.61\|387159;2026-05-12\|13.43\|-2.11\|13.82\|13.88\|13.31\|301967;2026-05-13\|13.49\|0.45\|13.32\|13.64\|13.25\|271315;2026-05-14\|12.64\|-6.30\|13.48\|13.49\|12.64\|399955;2026-05-15\|12.27\|-2.93\|12.63\|12.67\|12.20\|286583;2026-05-18\|12.39\|0.98\|12.04\|12.55\|11.85\|276845;2026-05-19\|12.00\|-3.15\|12.34\|12.34\|11.85\|265104;2026-05-20\|12.07\|0.58\|11.88\|12.26\|11.66\|294303;2026-05-21\|11.96\|-0.91\|12.14\|12.74\|11.95\|397067;2026-05-22\|12.78\|6.86\|12.01\|12.88\|11.94\|495392;2026-05-25\|12.78\|0.00\|12.90\|13.19\|12.59\|352715;2026-05-26\|13.00\|1.72\|12.65\|13.16\|12.48\|356833;2026-05-27\|13.11\|0.85\|12.86\|13.49\|12.83\|500705;2026-05-28\|13.75\|4.88\|13.00\|14.11\|12.99\|800263;2026-05-29\|13.40\|-2.55\|13.60\|14.48\|13.31\|788151;2026-06-01\|13.01\|-2.91\|13.37\|13.57\|12.88\|405508;2026-06-02\|13.39\|2.92\|13.04\|13.52\|12.80\|419278;2026-06-03\|14.73\|10.01\|13.30\|14.73\|13.21\|787846;2026-06-04\|14.04\|-4.68\|14.08\|14.26\|13.77\|957130;2026-06-05\|13.65\|-2.78\|13.83\|14.30\|13.53\|715925;2026-06-08\|12.75\|-6.59\|12.96\|13.64\|12.50\|623321;2026-06-09\|13.90\|9.02\|12.96\|14.03\|12.92\|1098543;2026-06-10\|13.81\|-0.65\|14.11\|14.25\|13.71\|673159;2026-06-11\|13.85\|0.29\|13.73\|14.10\|13.57\|649366;2026-06-12\|14.20\|2.53\|14.02\|14.49\|13.87\|1035339;2026-06-15\|14.75\|3.87\|14.39\|14.75\|14.22\|1036606;2026-06-16\|15.29\|3.66\|14.50\|15.55\|14.38\|1118328;2026-06-17\|14.66\|-4.12\|15.00\|15.13\|14.50\|803831;2026-06-18\|16.13\|10.03\|16.13\|16.13\|16.13\|282787;2026-06-22\|17.74\|9.98\|17.74\|17.74\|17.74\|58134;2026-06-23\|19.51\|9.98\|19.51\|19.51\|19.51\|980640;2026-06-24\|21.46\|9.99\|19.60\|21.46\|19.52\|3014035;2026-06-25\|22.77\|6.10\|21.42\|23.06\|21.41\|2217478;2026-06-26\|21.56\|-5.31\|21.78\|22.23\|20.49\|1698909;2026-06-29\|20.06\|-6.96\|21.56\|21.85\|19.48\|1400421;2026-06-30\|22.07\|10.02\|19.51\|22.07\|18.42\|1525543;2026-07-01\|24.28\|10.01\|22.32\|24.28\|22.32\|1655137;2026-07-02\|26.05\|7.29\|23.51\|26.71\|23.50\|1984692;2026-07-03\|25.04\|-3.88\|26.10\|26.85\|23.73\|1662610;2026-07-06\|23.94\|-4.39\|25.38\|26.30\|23.73\|1180969;2026-07-07\|22.33\|-6.73\|23.94\|24.45\|22.01\|1027858;2026-07-08\|20.10\|-9.99\|22.22\|22.65\|20.10\|921161;2026-07-09\|19.65\|-2.24\|20.01\|20.67\|18.58\|1049238;2026-07-10\|19.65\|0.00\|19.61\|21.62\|19.30\|1289647
115984	SK海力士尝试“以钼代钨”	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	2026-03-03\|75.58\|0.91\|74.03\|80.00\|73.99\|1162044;2026-03-04\|78.76\|4.21\|70.10\|81.56\|70.02\|1176662;2026-03-05\|74.97\|-4.81\|80.96\|81.41\|74.00\|944565;2026-03-06\|74.00\|-1.29\|75.58\|78.26\|73.11\|871422;2026-03-09\|71.70\|-3.11\|72.00\|73.75\|68.88\|710362;2026-03-10\|72.18\|0.67\|72.60\|73.78\|69.65\|530438;2026-03-11\|69.19\|-4.14\|72.99\|74.30\|68.35\|803963;2026-03-12\|68.13\|-1.53\|68.60\|69.98\|67.31\|513999;2026-03-13\|62.40\|-8.41\|66.13\|66.80\|62.22\|965269;2026-03-16\|60.40\|-3.21\|61.20\|61.87\|58.62\|660225;2026-03-17\|59.10\|-2.15\|60.51\|61.28\|59.10\|444780;2026-03-18\|59.72\|1.05\|59.35\|60.44\|58.70\|366804;2026-03-19\|55.32\|-7.37\|58.50\|59.12\|55.20\|692497;2026-03-20\|54.32\|-1.81\|56.08\|56.50\|54.14\|538196;2026-03-23\|51.96\|-4.34\|53.09\|54.84\|51.55\|546632;2026-03-24\|55.71\|7.22\|53.01\|55.74\|51.00\|747105;2026-03-25\|58.36\|4.76\|58.14\|60.28\|56.02\|1165313;2026-03-26\|57.51\|-1.46\|60.99\|61.25\|56.50\|1060006;2026-03-27\|58.74\|2.14\|55.80\|60.35\|55.80\|920491;2026-03-30\|57.20\|-2.62\|58.55\|58.73\|56.09\|564416;2026-03-31\|55.62\|-2.76\|57.35\|57.90\|55.23\|505497;2026-04-01\|56.00\|0.68\|57.01\|57.07\|55.36\|418625;2026-04-02\|53.37\|-4.70\|55.00\|55.01\|52.77\|486345;2026-04-03\|53.19\|-0.34\|53.36\|54.14\|52.82\|276054;2026-04-07\|54.33\|2.14\|53.25\|55.39\|53.25\|386873;2026-04-08\|57.96\|6.68\|56.00\|58.00\|55.70\|656149;2026-04-09\|58.39\|0.74\|56.97\|59.91\|56.81\|583610;2026-04-10\|58.67\|0.48\|59.40\|60.31\|57.91\|521748;2026-04-13\|58.15\|-0.89\|57.50\|58.82\|56.70\|415895;2026-04-14\|58.57\|0.72\|58.72\|59.18\|57.63\|498585;2026-04-15\|56.25\|-3.96\|59.02\|59.44\|56.01\|587371;2026-04-16\|61.88\|10.01\|56.30\|61.88\|55.80\|991894;2026-04-17\|62.85\|1.57\|62.17\|63.82\|61.61\|1054268;2026-04-20\|63.65\|1.27\|62.26\|65.00\|62.26\|817097;2026-04-21\|63.99\|0.53\|63.03\|64.57\|61.78\|555321;2026-04-22\|66.30\|3.61\|63.70\|66.77\|63.08\|719268;2026-04-23\|62.65\|-5.51\|66.35\|66.40\|62.02\|751437;2026-04-24\|61.78\|-1.39\|60.70\|62.65\|60.01\|633735;2026-04-27\|56.79\|-8.08\|60.50\|60.62\|56.66\|1052192;2026-04-28\|54.97\|-3.20\|57.00\|57.46\|54.49\|674804;2026-04-29\|59.47\|8.19\|55.06\|59.80\|54.90\|873058;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
115983	SK海力士尝试“以钼代钨”	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-03-03\|52.66\|6.11\|51.13\|54.59\|51.13\|254893;2026-03-04\|55.41\|5.22\|52.66\|56.90\|52.23\|177156;2026-03-05\|53.27\|-3.86\|54.50\|54.50\|52.45\|134210;2026-03-06\|52.90\|-0.69\|52.69\|53.63\|51.69\|90290;2026-03-09\|50.93\|-3.72\|51.00\|51.50\|49.20\|145697;2026-03-10\|52.32\|2.73\|50.92\|52.57\|50.90\|76035;2026-03-11\|52.29\|-0.06\|52.45\|53.13\|51.77\|83075;2026-03-12\|50.65\|-3.14\|52.37\|52.75\|50.12\|78021;2026-03-13\|50.09\|-1.11\|50.50\|51.18\|49.86\|59561;2026-03-16\|47.55\|-5.07\|49.90\|50.66\|46.46\|145440;2026-03-17\|46.39\|-2.44\|48.50\|48.58\|46.31\|76760;2026-03-18\|46.15\|-0.52\|46.39\|46.73\|45.73\|59636;2026-03-19\|43.20\|-6.39\|46.01\|46.01\|42.82\|104932;2026-03-20\|43.11\|-0.21\|43.58\|44.80\|43.04\|68975;2026-03-23\|40.49\|-6.08\|42.50\|42.98\|40.23\|108824;2026-03-24\|41.11\|1.53\|42.00\|42.00\|39.14\|120954;2026-03-25\|41.98\|2.12\|41.43\|42.30\|41.35\|74684;2026-03-26\|41.04\|-2.24\|42.26\|42.29\|40.80\|48254;2026-03-27\|41.28\|0.58\|40.52\|42.30\|40.18\|75733;2026-03-30\|41.56\|0.68\|41.13\|42.22\|40.40\|65870;2026-03-31\|40.98\|-1.40\|41.73\|42.00\|40.60\|43897;2026-04-01\|42.59\|3.93\|41.70\|43.00\|41.06\|76691;2026-04-02\|40.72\|-4.39\|42.41\|42.55\|40.50\|90804;2026-04-03\|40.26\|-1.13\|40.80\|41.26\|40.06\|54124;2026-04-07\|40.34\|0.20\|40.47\|41.18\|40.15\|42429;2026-04-08\|42.75\|5.97\|41.50\|42.88\|41.33\|87498;2026-04-09\|41.90\|-1.99\|42.88\|42.89\|41.78\|62421;2026-04-10\|42.99\|2.60\|42.80\|43.60\|42.08\|86797;2026-04-13\|42.59\|-0.93\|42.81\|43.33\|41.86\|74018;2026-04-14\|43.64\|2.47\|43.44\|43.72\|42.33\|85396;2026-04-15\|43.28\|-0.82\|43.70\|44.39\|43.10\|90594;2026-04-16\|44.51\|2.84\|43.50\|44.69\|43.12\|73335;2026-04-17\|45.61\|2.47\|44.49\|45.93\|44.28\|97931;2026-04-20\|48.70\|6.77\|45.64\|49.37\|45.62\|138894;2026-04-21\|47.92\|-1.60\|48.30\|48.70\|47.55\|80080;2026-04-22\|48.42\|1.04\|48.40\|48.77\|47.63\|81522;2026-04-23\|48.73\|0.64\|48.20\|49.37\|47.23\|92403;2026-04-24\|48.65\|-0.16\|48.90\|49.00\|47.50\|88032;2026-04-27\|48.73\|0.16\|48.90\|49.48\|47.79\|93187;2026-04-28\|47.00\|-3.55\|48.42\|48.42\|46.73\|91282;2026-04-29\|47.21\|0.45\|46.79\|47.61\|46.76\|55194;2026-04-30\|46.35\|-1.82\|47.50\|47.70\|46.32\|61473;2026-05-06\|45.90\|-0.97\|47.00\|47.25\|45.60\|104524;2026-05-07\|45.89\|-0.02\|46.10\|46.30\|45.07\|79395;2026-05-08\|45.30\|-1.29\|46.00\|46.46\|45.00\|68293;2026-05-11\|45.34\|0.09\|45.30\|46.06\|44.44\|88728;2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023
115982	SK海力士尝试“以钼代钨”	钼价上涨+钼基新材料+陕西国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月13日公司股票交易异常波动公告，自2026年年初以来钼市场总体呈上涨运行态势，近期《MW》氧化钼价格30.70美元/磅钼，较年初上涨35.24%；国内钼铁价格31.65万元/吨，较年初上涨26.09%。 2、据2026年6月6日公告，公司拟出资5.1亿元设立合资子公司，建设钼基新材料精深加工基地；据2026年5月21日投资者关系活动记录表，公司多项新产品研发攻克关键核心技术，正逐步转化为新经济增长点。 3、据2025年年报，公司是全球钼专业供应商，拥有从钼采矿到金属精深加工的全产业链，销量占全球钼市场份额的13%左右，并成功收购金沙钼业24%股权，将世界最大单体钼矿权益提升至34%。 4、公司最终控制人为陕西省人民政府国有资产监督管理委员会。	陕西国资委旗下，世界领先、中国产销量最大的钼业公司	2026-03-03\|25.34\|-4.31\|26.00\|27.65\|25.21\|1112828;2026-03-04\|25.95\|2.41\|24.07\|27.09\|24.07\|829710;2026-03-05\|25.02\|-3.58\|26.65\|26.80\|24.70\|674803;2026-03-06\|24.58\|-1.76\|25.00\|26.12\|24.50\|677377;2026-03-09\|23.99\|-2.40\|24.20\|24.32\|22.88\|603471;2026-03-10\|23.96\|-0.13\|24.21\|24.24\|23.56\|387624;2026-03-11\|23.15\|-3.38\|24.10\|24.29\|23.08\|469200;2026-03-12\|22.82\|-1.43\|23.10\|23.70\|22.50\|445660;2026-03-13\|21.88\|-4.12\|22.80\|23.05\|21.78\|501689;2026-03-16\|21.59\|-1.33\|21.87\|22.00\|20.62\|562730;2026-03-17\|21.12\|-2.18\|21.80\|21.90\|21.08\|259848;2026-03-18\|20.90\|-1.04\|21.20\|21.38\|20.56\|251635;2026-03-19\|19.38\|-7.27\|20.45\|20.53\|19.29\|451251;2026-03-20\|18.94\|-2.27\|19.37\|19.75\|18.72\|546953;2026-03-23\|17.65\|-6.81\|18.01\|18.51\|17.47\|476766;2026-03-24\|18.20\|3.12\|18.10\|18.21\|17.48\|391215;2026-03-25\|18.70\|2.75\|18.60\|19.02\|18.48\|458603;2026-03-26\|18.23\|-2.51\|18.68\|18.78\|18.14\|270941;2026-03-27\|18.79\|3.07\|17.92\|19.04\|17.89\|385383;2026-03-30\|18.81\|0.11\|18.79\|18.99\|18.42\|277869;2026-03-31\|18.60\|-1.12\|19.04\|19.05\|18.45\|294225;2026-04-01\|19.13\|2.85\|19.05\|19.25\|18.76\|305614;2026-04-02\|18.68\|-2.35\|19.04\|19.04\|18.52\|294859;2026-04-03\|18.44\|-1.28\|18.72\|18.78\|18.30\|183573;2026-04-07\|18.73\|1.57\|18.60\|18.81\|18.33\|222580;2026-04-08\|19.73\|5.34\|19.40\|19.78\|19.19\|445205;2026-04-09\|19.25\|-2.43\|19.34\|19.56\|19.11\|292321;2026-04-10\|18.93\|-1.66\|19.38\|19.48\|18.93\|294795;2026-04-13\|18.90\|-0.16\|18.80\|19.04\|18.65\|244690;2026-04-14\|19.28\|2.01\|19.18\|19.55\|19.06\|297015;2026-04-15\|19.07\|-1.09\|19.51\|19.85\|19.03\|335806;2026-04-16\|19.62\|2.88\|19.08\|19.74\|19.06\|332584;2026-04-17\|19.62\|0.00\|19.50\|19.94\|19.43\|320000;2026-04-20\|19.97\|1.78\|19.62\|20.30\|19.52\|464653;2026-04-21\|20.03\|0.30\|20.02\|20.24\|19.61\|324420;2026-04-22\|20.59\|2.80\|19.90\|20.86\|19.86\|501927;2026-04-23\|19.43\|-5.63\|20.75\|20.85\|19.30\|562988;2026-04-24\|19.67\|1.24\|19.33\|19.86\|18.98\|304987;2026-04-27\|19.18\|-2.49\|19.59\|19.66\|19.14\|280219;2026-04-28\|18.59\|-3.08\|19.00\|19.18\|18.35\|391877;2026-04-29\|19.81\|6.56\|18.59\|19.95\|18.58\|431102;2026-04-30\|19.58\|-1.16\|19.75\|19.78\|19.30\|308478;2026-05-06\|20.57\|5.06\|19.65\|20.66\|19.60\|487990;2026-05-07\|20.89\|1.56\|20.85\|21.26\|20.59\|427964;2026-05-08\|20.96\|0.34\|20.73\|21.06\|20.37\|390041;2026-05-11\|21.24\|1.34\|21.00\|21.33\|20.80\|462175;2026-05-12\|22.65\|6.64\|21.67\|23.06\|21.50\|815200;2026-05-13\|23.38\|3.22\|22.88\|24.00\|22.81\|757406;2026-05-14\|22.17\|-5.18\|23.29\|23.29\|22.16\|604963;2026-05-15\|21.04\|-5.10\|21.86\|22.12\|20.80\|609665;2026-05-18\|21.56\|2.47\|20.45\|22.09\|20.15\|571472;2026-05-19\|20.99\|-2.64\|21.50\|21.53\|20.56\|481964;2026-05-20\|21.03\|0.19\|20.72\|21.35\|20.18\|403374;2026-05-21\|21.12\|0.43\|21.35\|22.50\|21.07\|644195;2026-05-22\|21.79\|3.17\|21.50\|22.00\|21.41\|449218;2026-05-25\|21.12\|-3.07\|21.80\|22.27\|20.99\|492934;2026-05-26\|23.23\|9.99\|21.00\|23.23\|20.58\|820442;2026-05-27\|24.41\|5.08\|23.89\|24.80\|23.56\|1257569;2026-05-28\|26.85\|10.00\|23.92\|26.85\|23.88\|1294833;2026-05-29\|24.17\|-9.98\|26.50\|26.50\|24.17\|1285725;2026-06-01\|23.20\|-4.01\|23.49\|25.20\|23.02\|1138953;2026-06-02\|24.06\|3.71\|23.35\|24.93\|22.31\|947802;2026-06-03\|23.96\|-0.42\|23.99\|24.88\|23.52\|803142;2026-06-04\|23.09\|-3.63\|23.58\|23.95\|22.79\|632469;2026-06-05\|21.96\|-4.89\|23.07\|23.38\|21.81\|715670;2026-06-08\|20.80\|-5.28\|21.25\|21.95\|20.61\|624080;2026-06-09\|20.95\|0.72\|21.00\|21.35\|20.32\|467508;2026-06-10\|21.09\|0.67\|20.50\|21.38\|19.80\|675463;2026-06-11\|23.20\|10.00\|21.40\|23.20\|21.40\|471148;2026-06-12\|25.52\|10.00\|25.52\|25.52\|25.52\|163011;2026-06-15\|28.07\|9.99\|27.25\|28.07\|27.03\|2159986;2026-06-16\|28.88\|2.89\|28.10\|29.76\|27.10\|2848493;2026-06-17\|28.47\|-1.42\|28.00\|29.00\|27.20\|1916008;2026-06-18\|27.70\|-2.70\|28.50\|29.23\|27.30\|1932732;2026-06-22\|30.47\|10.00\|28.14\|30.47\|27.65\|2170277;2026-06-23\|27.80\|-8.76\|31.45\|31.61\|27.42\|2101994;2026-06-24\|27.38\|-1.51\|27.51\|28.26\|26.51\|1373645;2026-06-25\|26.91\|-1.72\|27.34\|28.15\|26.61\|1298615;2026-06-26\|27.13\|0.82\|26.80\|28.43\|26.10\|1309811;2026-06-29\|29.55\|8.92\|27.00\|29.56\|26.75\|1692390;2026-06-30\|28.11\|-4.87\|28.73\|28.75\|26.61\|1462139;2026-07-01\|28.39\|1.00\|27.56\|29.31\|27.30\|1260684;2026-07-02\|26.97\|-5.00\|27.52\|28.50\|26.16\|1138241;2026-07-03\|25.01\|-7.27\|27.11\|27.29\|24.90\|1147283;2026-07-06\|23.66\|-5.40\|25.44\|25.47\|23.52\|872449;2026-07-07\|23.45\|-0.89\|23.43\|24.09\|23.30\|528400;2026-07-08\|21.79\|-7.08\|23.35\|23.49\|21.78\|771753;2026-07-09\|23.10\|6.01\|22.11\|23.15\|21.26\|812738;2026-07-10\|22.40\|-3.03\|23.17\|23.74\|22.40\|690110
115981	SK海力士尝试“以钼代钨”	石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、公司控股子公司广西有色栗木矿业主要从事钽、铌、铅、锌、铜等有色金属及非金属的采矿、选矿、冶炼业务； 2、公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-03-03\|20.93\|-6.77\|23.41\|23.50\|20.48\|1198116;2026-03-04\|20.24\|-3.30\|19.83\|21.63\|19.83\|692229;2026-03-05\|19.89\|-1.73\|20.64\|20.80\|19.68\|489923;2026-03-06\|20.17\|1.41\|20.05\|21.03\|19.81\|628214;2026-03-09\|19.24\|-4.61\|19.63\|19.79\|18.20\|560998;2026-03-10\|18.99\|-1.30\|19.66\|19.86\|18.81\|491327;2026-03-11\|18.84\|-0.79\|19.19\|20.22\|18.84\|533382;2026-03-12\|18.28\|-2.97\|18.84\|18.96\|18.03\|452733;2026-03-13\|16.83\|-7.93\|18.00\|18.19\|16.66\|684847;2026-03-16\|16.76\|-0.42\|16.88\|17.19\|16.00\|489160;2026-03-17\|16.65\|-0.66\|16.88\|17.52\|16.64\|454699;2026-03-18\|16.64\|-0.06\|16.68\|16.87\|16.10\|340034;2026-03-19\|14.98\|-9.98\|16.00\|16.27\|14.98\|566906;2026-03-20\|15.26\|1.87\|15.34\|15.91\|15.15\|612644;2026-03-23\|14.00\|-8.26\|14.44\|14.90\|13.78\|781708;2026-03-24\|14.73\|5.21\|14.50\|14.81\|13.87\|557765;2026-03-25\|14.80\|0.48\|15.40\|15.69\|14.72\|598411;2026-03-26\|13.99\|-5.47\|14.81\|14.90\|13.90\|513617;2026-03-27\|14.86\|6.22\|13.92\|15.20\|13.89\|587969;2026-03-30\|15.15\|1.95\|14.70\|15.38\|14.38\|569786;2026-03-31\|14.75\|-2.64\|15.27\|15.56\|14.70\|364119;2026-04-01\|15.02\|1.83\|15.25\|15.68\|14.88\|424400;2026-04-02\|14.12\|-5.99\|14.71\|14.87\|13.90\|428685;2026-04-03\|13.99\|-0.92\|14.37\|14.43\|13.78\|322009;2026-04-07\|14.36\|2.64\|14.07\|14.60\|14.07\|331490;2026-04-08\|15.62\|8.77\|15.00\|15.73\|14.87\|642659;2026-04-09\|15.36\|-1.66\|15.32\|15.85\|14.85\|446689;2026-04-10\|14.66\|-4.56\|15.36\|15.75\|14.62\|493717;2026-04-13\|14.51\|-1.02\|14.31\|14.74\|14.31\|351480;2026-04-14\|14.92\|2.83\|14.80\|15.10\|14.55\|371860;2026-04-15\|14.38\|-3.62\|15.79\|15.81\|14.35\|575837;2026-04-16\|15.15\|5.35\|14.38\|15.20\|13.90\|601985;2026-04-17\|15.03\|-0.79\|15.00\|15.23\|14.70\|402750;2026-04-20\|15.10\|0.47\|14.87\|15.44\|14.55\|447212;2026-04-21\|14.90\|-1.32\|15.03\|15.35\|14.43\|436690;2026-04-22\|14.75\|-1.01\|14.79\|15.09\|14.56\|376607;2026-04-23\|13.62\|-7.66\|14.68\|14.79\|13.35\|750924;2026-04-24\|13.75\|0.95\|13.42\|13.90\|13.18\|461747;2026-04-27\|13.08\|-4.87\|13.68\|13.86\|12.89\|453879;2026-04-28\|13.20\|0.92\|13.01\|13.34\|12.71\|442400;2026-04-29\|13.94\|5.61\|13.07\|14.23\|13.00\|454920;2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375
115980	证监会支持在沪深交易所推出主动ETF	涨停揭秘：证监会支持沪深交易所推出主动ETF，央企金控平台安信证券直接受益，财富管理与资管业务弹性提升；涨停缘由：主动ETF政策落地强化券商资管与财富管理逻辑；央企背景+安信证券牌照优势；大金融板块估值处于历史低位，修复空间明确；资金逻辑：主力资金大额净流入，北向资金同步增持，低估值金融股获配置型资金回流；风险提示：主动ETF规模培育需时间，短期业绩贡献有限，市场交投情绪变化可能影响板块持续性	央企金融控股平台，下属全资子公司安信证券	2026-03-03\|7.36\|-0.41\|7.41\|7.48\|7.36\|565583;2026-03-04\|7.18\|-2.45\|7.35\|7.37\|7.16\|528186;2026-03-05\|7.21\|0.42\|7.24\|7.27\|7.19\|247318;2026-03-06\|7.28\|0.97\|7.19\|7.30\|7.18\|300765;2026-03-09\|7.19\|-1.24\|7.20\|7.23\|7.17\|270374;2026-03-10\|7.24\|0.70\|7.23\|7.27\|7.21\|254388;2026-03-11\|7.29\|0.69\|7.25\|7.32\|7.21\|336974;2026-03-12\|7.33\|0.55\|7.27\|7.35\|7.26\|307731;2026-03-13\|7.30\|-0.41\|7.31\|7.38\|7.29\|283633;2026-03-16\|7.30\|0.00\|7.30\|7.33\|7.27\|211878;2026-03-17\|7.33\|0.41\|7.32\|7.43\|7.31\|442769;2026-03-18\|7.30\|-0.41\|7.32\|7.34\|7.27\|246113;2026-03-19\|7.26\|-0.55\|7.27\|7.31\|7.23\|257102;2026-03-20\|7.17\|-1.24\|7.25\|7.29\|7.17\|291933;2026-03-23\|6.79\|-5.30\|7.09\|7.09\|6.75\|539942;2026-03-24\|6.88\|1.33\|6.85\|6.90\|6.76\|261196;2026-03-25\|6.91\|0.44\|6.89\|6.96\|6.86\|338687;2026-03-26\|6.82\|-1.30\|6.89\|6.93\|6.81\|257129;2026-03-27\|6.88\|0.88\|6.78\|6.89\|6.77\|207560;2026-03-30\|6.88\|0.00\|6.81\|6.90\|6.78\|234396;2026-03-31\|6.93\|0.73\|6.87\|7.02\|6.86\|299368;2026-04-01\|7.01\|1.15\|7.01\|7.04\|6.97\|228158;2026-04-02\|6.95\|-0.86\|6.99\|7.00\|6.91\|178240;2026-04-03\|6.72\|-3.31\|6.93\|6.95\|6.71\|377971;2026-04-07\|6.73\|0.15\|6.73\|6.77\|6.70\|202699;2026-04-08\|6.94\|3.12\|6.84\|6.95\|6.81\|387850;2026-04-09\|6.77\|-2.45\|6.89\|6.90\|6.75\|275163;2026-04-10\|6.92\|2.22\|6.85\|7.06\|6.83\|558628;2026-04-13\|6.97\|0.72\|6.88\|7.02\|6.86\|297811;2026-04-14\|7.00\|0.43\|7.01\|7.03\|6.92\|233296;2026-04-15\|6.97\|-0.43\|7.01\|7.02\|6.96\|189299;2026-04-16\|6.96\|-0.14\|6.99\|7.01\|6.93\|294200;2026-04-17\|6.89\|-1.01\|6.95\|6.95\|6.87\|294955;2026-04-20\|6.84\|-0.73\|6.89\|6.91\|6.80\|362293;2026-04-21\|6.76\|-1.17\|6.84\|6.84\|6.72\|329369;2026-04-22\|6.70\|-0.89\|6.74\|6.81\|6.66\|580511;2026-04-23\|6.62\|-1.19\|6.68\|6.71\|6.59\|410714;2026-04-24\|6.55\|-1.06\|6.61\|6.62\|6.54\|366672;2026-04-27\|6.52\|-0.46\|6.55\|6.59\|6.48\|426960;2026-04-28\|6.51\|-0.15\|6.52\|6.59\|6.47\|593300;2026-04-29\|6.54\|0.46\|6.49\|6.55\|6.48\|667328;2026-04-30\|6.71\|2.60\|6.63\|6.79\|6.61\|907178;2026-05-06\|6.74\|0.45\|6.71\|6.75\|6.66\|546810;2026-05-07\|6.69\|-0.74\|6.75\|6.76\|6.66\|383635;2026-05-08\|6.68\|-0.15\|6.68\|6.73\|6.67\|348775;2026-05-11\|6.75\|1.05\|6.67\|6.79\|6.63\|511812;2026-05-12\|6.82\|1.04\|6.76\|6.88\|6.73\|563468;2026-05-13\|6.76\|-0.88\|6.80\|6.82\|6.68\|383964;2026-05-14\|6.65\|-1.63\|6.75\|6.78\|6.65\|304926;2026-05-15\|6.50\|-2.26\|6.64\|6.66\|6.48\|425077;2026-05-18\|6.43\|-1.08\|6.48\|6.53\|6.37\|431602;2026-05-19\|6.52\|1.40\|6.43\|6.53\|6.31\|335802;2026-05-20\|6.44\|-1.23\|6.49\|6.49\|6.42\|243876;2026-05-21\|6.45\|0.16\|6.46\|6.65\|6.44\|556914;2026-05-22\|6.35\|-1.55\|6.46\|6.49\|6.32\|423236;2026-05-25\|6.42\|1.10\|6.38\|6.42\|6.35\|287191;2026-05-26\|6.53\|1.71\|6.39\|6.59\|6.37\|536164;2026-05-27\|6.47\|-0.92\|6.52\|6.60\|6.41\|362287;2026-05-28\|6.33\|-2.16\|6.48\|6.49\|6.31\|389796;2026-05-29\|6.44\|1.74\|6.34\|6.49\|6.33\|428145;2026-06-01\|6.49\|0.78\|6.45\|6.49\|6.38\|370364;2026-06-02\|6.46\|-0.46\|6.46\|6.51\|6.40\|343015;2026-06-03\|6.41\|-0.77\|6.43\|6.46\|6.38\|277678;2026-06-04\|6.30\|-1.72\|6.40\|6.44\|6.28\|310409;2026-06-05\|6.33\|0.48\|6.33\|6.40\|6.30\|252229;2026-06-08\|6.20\|-2.05\|6.27\|6.33\|6.18\|362825;2026-06-09\|6.20\|0.00\|6.20\|6.22\|6.15\|256990;2026-06-10\|6.31\|1.77\|6.18\|6.32\|6.15\|368961;2026-06-11\|6.19\|-1.90\|6.28\|6.35\|6.14\|331768;2026-06-12\|6.46\|4.36\|6.20\|6.48\|6.15\|684097;2026-06-15\|6.56\|1.55\|6.49\|6.72\|6.46\|710658;2026-06-16\|6.61\|0.76\|6.54\|6.63\|6.49\|440431;2026-06-17\|6.56\|-0.76\|6.58\|6.64\|6.51\|333740;2026-06-18\|6.36\|-3.05\|6.52\|6.58\|6.34\|430932;2026-06-22\|6.68\|5.03\|6.32\|6.70\|6.30\|782418;2026-06-23\|6.68\|0.00\|6.68\|6.82\|6.63\|787347;2026-06-24\|6.54\|-2.10\|6.67\|6.79\|6.51\|547001;2026-06-25\|6.78\|3.67\|6.52\|6.85\|6.47\|919351;2026-06-26\|6.51\|-3.98\|6.74\|6.81\|6.50\|736030;2026-06-29\|6.57\|0.92\|6.51\|6.63\|6.45\|501850;2026-06-30\|6.55\|-0.30\|6.54\|6.66\|6.47\|474791;2026-07-01\|6.64\|3.75\|6.45\|6.68\|6.39\|744473;2026-07-02\|6.54\|-1.51\|6.64\|6.67\|6.51\|539647;2026-07-03\|6.57\|0.46\|6.57\|6.63\|6.47\|477572;2026-07-06\|6.66\|1.37\|6.63\|6.68\|6.57\|454685;2026-07-07\|6.52\|-2.10\|6.63\|6.65\|6.47\|352299;2026-07-08\|6.47\|-0.77\|6.50\|6.55\|6.44\|288527;2026-07-09\|6.55\|1.24\|6.46\|6.57\|6.42\|368536;2026-07-10\|6.50\|-0.76\|6.55\|6.55\|6.42\|369023
115979	证监会支持在沪深交易所推出主动ETF	涨停揭秘：证监会支持主动ETF推出，公司作为头部综合券商，产品线全面、渠道覆盖广，有望率先承接增量资管需求；涨停缘由：主动ETF政策红利直接利好头部券商资管与代销能力；行业马太效应强化；估值处于历史低位，具备安全边际与弹性空间；资金逻辑：主力资金连续净流入，融资余额回升，机构调仓转向低估值蓝筹金融股；风险提示：主动ETF发展初期规模有限，对当期业绩拉动较弱，需关注后续政策细则与落地节奏	业务体系全面均衡，主营业务稳居于行业前列的大型券商	2026-03-03\|18.85\|0.11\|18.82\|19.13\|18.67\|1020723;2026-03-04\|18.25\|-3.18\|18.71\|18.74\|18.24\|1050710;2026-03-05\|18.35\|0.55\|18.45\|18.57\|18.27\|566556;2026-03-06\|18.46\|0.60\|18.26\|18.52\|18.26\|569203;2026-03-09\|18.02\|-2.38\|18.26\|18.26\|17.87\|919436;2026-03-10\|18.16\|0.78\|18.14\|18.29\|18.05\|668923;2026-03-11\|18.20\|0.22\|18.16\|18.24\|18.08\|564543;2026-03-12\|18.10\|-0.55\|18.16\|18.23\|18.00\|617937;2026-03-13\|17.94\|-0.88\|18.00\|18.16\|17.90\|691054;2026-03-16\|17.79\|-0.84\|17.93\|17.96\|17.67\|653529;2026-03-17\|17.94\|0.84\|17.82\|18.37\|17.81\|1124360;2026-03-18\|17.86\|-0.45\|17.94\|18.03\|17.78\|493454;2026-03-19\|17.50\|-2.02\|17.74\|17.77\|17.39\|976844;2026-03-20\|17.54\|0.23\|17.49\|17.77\|17.49\|739617;2026-03-23\|16.94\|-3.42\|17.33\|17.34\|16.82\|1095889;2026-03-24\|17.03\|0.53\|17.06\|17.29\|16.86\|1051689;2026-03-25\|17.21\|1.06\|17.10\|17.34\|17.02\|615289;2026-03-26\|16.76\|-2.61\|17.17\|17.22\|16.69\|915639;2026-03-27\|16.80\|0.24\|16.63\|16.88\|16.61\|564734;2026-03-30\|16.69\|-0.65\|16.66\|16.82\|16.58\|699645;2026-03-31\|16.59\|-0.60\|16.74\|16.97\|16.58\|635938;2026-04-01\|16.90\|1.87\|16.83\|16.96\|16.66\|776473;2026-04-02\|16.55\|-2.07\|16.85\|16.86\|16.48\|649305;2026-04-03\|16.47\|-0.48\|16.65\|16.66\|16.43\|449909;2026-04-07\|16.29\|-1.09\|16.46\|16.56\|16.26\|618598;2026-04-08\|16.87\|3.56\|16.60\|16.95\|16.60\|1120926;2026-04-09\|16.43\|-2.61\|16.70\|16.72\|16.37\|891415;2026-04-10\|17.12\|4.20\|16.69\|17.36\|16.69\|2145618;2026-04-13\|17.16\|0.23\|16.94\|17.30\|16.85\|908463;2026-04-14\|17.14\|-0.12\|17.31\|17.32\|16.91\|1048918;2026-04-15\|17.05\|-0.53\|17.17\|17.20\|17.04\|609134;2026-04-16\|17.13\|0.47\|17.12\|17.42\|17.08\|1260035;2026-04-17\|16.98\|-0.88\|17.09\|17.11\|16.92\|884842;2026-04-20\|16.87\|-0.65\|17.04\|17.08\|16.79\|1024006;2026-04-21\|16.75\|-0.71\|16.85\|16.91\|16.66\|788796;2026-04-22\|16.80\|0.30\|16.70\|17.07\|16.62\|1186240;2026-04-23\|16.79\|-0.06\|16.79\|16.89\|16.68\|954513;2026-04-24\|16.72\|-0.42\|16.71\|16.77\|16.48\|853172;2026-04-27\|16.23\|-2.93\|16.59\|16.77\|16.10\|2011209;2026-04-28\|16.12\|-0.68\|16.15\|16.42\|16.06\|1516012;2026-04-29\|16.12\|0.00\|16.11\|16.19\|16.02\|1104940;2026-04-30\|16.12\|0.00\|16.10\|16.38\|16.04\|1353403;2026-05-06\|16.27\|0.93\|16.17\|16.45\|16.14\|1971929;2026-05-07\|16.29\|0.12\|16.39\|16.43\|16.18\|1213737;2026-05-08\|16.16\|-0.80\|16.25\|16.33\|16.15\|1034616;2026-05-11\|16.17\|0.06\|16.18\|16.27\|16.01\|2038789;2026-05-12\|16.10\|-0.43\|16.20\|16.23\|16.06\|1433885;2026-05-13\|16.02\|-0.50\|16.10\|16.14\|15.75\|1802506;2026-05-14\|15.71\|-1.94\|16.02\|16.11\|15.70\|1199612;2026-05-15\|15.44\|-1.72\|15.71\|15.76\|15.39\|1361399;2026-05-18\|15.45\|0.06\|15.40\|15.51\|15.37\|948842;2026-05-19\|15.47\|0.13\|15.50\|15.54\|15.28\|908103;2026-05-20\|15.31\|-1.03\|15.42\|15.42\|15.21\|801374;2026-05-21\|15.23\|-0.52\|15.45\|15.77\|15.21\|1879195;2026-05-22\|15.03\|-1.31\|15.29\|15.33\|15.02\|1141805;2026-05-25\|15.15\|0.80\|15.09\|15.22\|15.01\|789706;2026-05-26\|15.30\|0.99\|15.09\|15.42\|15.06\|1103750;2026-05-27\|15.22\|-0.52\|15.28\|15.48\|15.07\|1081226;2026-05-28\|14.98\|-1.58\|15.24\|15.25\|14.91\|946217;2026-05-29\|15.38\|2.67\|15.00\|15.39\|14.96\|1585607;2026-06-01\|15.87\|3.19\|15.34\|15.98\|15.27\|2255897;2026-06-02\|16.22\|2.21\|15.85\|16.40\|15.81\|2220758;2026-06-03\|16.32\|0.62\|16.23\|16.42\|16.02\|1548099;2026-06-04\|16.20\|-0.74\|16.25\|16.39\|16.08\|994674;2026-06-05\|16.25\|0.31\|16.24\|16.48\|16.22\|1120908;2026-06-08\|16.45\|1.23\|16.09\|16.69\|16.07\|1713168;2026-06-09\|16.51\|0.36\|16.44\|16.58\|16.28\|991654;2026-06-10\|17.05\|3.27\|16.49\|17.15\|16.43\|2056310;2026-06-11\|17.22\|1.00\|17.05\|17.30\|16.90\|1487564;2026-06-12\|17.68\|2.67\|17.21\|17.75\|16.96\|2020713;2026-06-15\|17.49\|-1.07\|17.75\|18.36\|17.34\|2689237;2026-06-16\|17.79\|1.72\|17.36\|17.90\|17.29\|1597163;2026-06-17\|17.77\|-0.11\|17.75\|17.95\|17.60\|1216919;2026-06-18\|17.28\|-2.76\|17.71\|17.77\|17.25\|1599872;2026-06-22\|18.15\|5.03\|17.20\|18.28\|17.15\|2339988;2026-06-23\|17.96\|-1.05\|18.18\|18.48\|17.82\|1912289;2026-06-24\|17.56\|-2.23\|17.91\|18.23\|17.53\|1495677;2026-06-25\|18.12\|3.19\|17.59\|18.28\|17.23\|2306117;2026-06-26\|17.40\|-2.08\|17.83\|17.98\|17.36\|1627136;2026-06-29\|18.13\|4.20\|17.60\|18.17\|17.54\|1860258;2026-06-30\|18.20\|0.39\|18.02\|18.32\|18.00\|1277667;2026-07-01\|19.12\|5.05\|18.30\|19.56\|18.13\|2596814;2026-07-02\|19.17\|0.26\|19.12\|19.34\|18.87\|1606928;2026-07-03\|19.37\|1.04\|19.20\|19.58\|19.08\|1385056;2026-07-06\|19.80\|2.22\|20.50\|20.50\|19.17\|2568373;2026-07-07\|18.99\|-4.09\|19.55\|19.75\|18.88\|1947581;2026-07-08\|18.72\|-1.42\|18.99\|19.16\|18.70\|1026476;2026-07-09\|18.87\|0.80\|18.66\|18.94\|18.36\|1285820;2026-07-10\|18.30\|-3.02\|18.85\|18.86\|18.24\|1458949
115978	证监会支持在沪深交易所推出主动ETF	涨停揭秘：中国平安间接控股，董事长回应与平安证券整合按节奏推进，叠加主动ETF政策催化，市场博弈金控整合红利；涨停缘由：平安系整合预期升温；主动ETF政策强化券商资管逻辑；估值显著低于行业均值，存在修复动力；股东背景带来协同想象空间；资金逻辑：主力资金大幅流入，游资与机构共振，低位金融股获资金轮动配置；风险提示：整合具体方案与时间表尚未明确，存在预期差与落地不及预期风险	中国平安间接控制公司，董事长施华回应与平安证券整合：按节奏推进相关工作	2026-03-03\|7.42\|-1.72\|7.56\|7.59\|7.40\|871298;2026-03-04\|7.33\|-1.21\|7.37\|7.40\|7.31\|713410;2026-03-05\|7.38\|0.68\|7.39\|7.41\|7.35\|430861;2026-03-06\|7.43\|0.68\|7.35\|7.45\|7.34\|457250;2026-03-09\|7.30\|-1.75\|7.33\|7.34\|7.28\|700585;2026-03-10\|7.37\|0.96\|7.33\|7.38\|7.33\|488997;2026-03-11\|7.38\|0.14\|7.36\|7.40\|7.33\|403927;2026-03-12\|7.40\|0.27\|7.36\|7.43\|7.36\|460373;2026-03-13\|7.41\|0.14\|7.38\|7.47\|7.36\|465035;2026-03-16\|7.38\|-0.40\|7.38\|7.40\|7.34\|396461;2026-03-17\|7.40\|0.27\|7.38\|7.51\|7.38\|606858;2026-03-18\|7.39\|-0.14\|7.39\|7.40\|7.34\|404599;2026-03-19\|7.29\|-1.35\|7.35\|7.36\|7.25\|508924;2026-03-20\|7.19\|-1.37\|7.29\|7.31\|7.19\|522348;2026-03-23\|6.85\|-4.73\|7.11\|7.12\|6.81\|914060;2026-03-24\|6.94\|1.31\|6.93\|7.00\|6.86\|721589;2026-03-25\|7.02\|1.15\|6.94\|7.05\|6.93\|515806;2026-03-26\|6.87\|-2.14\|6.99\|7.02\|6.85\|559735;2026-03-27\|6.92\|0.73\|6.82\|6.93\|6.81\|349691;2026-03-30\|6.89\|-0.43\|6.85\|6.93\|6.82\|478137;2026-03-31\|6.79\|-1.45\|6.88\|6.94\|6.78\|717034;2026-04-01\|6.88\|1.33\|6.86\|6.90\|6.81\|606909;2026-04-02\|6.79\|-1.31\|6.86\|6.86\|6.76\|402786;2026-04-03\|6.89\|1.47\|6.82\|7.04\|6.81\|850547;2026-04-07\|6.83\|-0.87\|6.87\|6.90\|6.79\|516659;2026-04-08\|7.04\|3.07\|6.92\|7.04\|6.90\|828627;2026-04-09\|6.94\|-1.42\|6.97\|6.98\|6.91\|478699;2026-04-10\|7.11\|2.45\|7.00\|7.23\|6.99\|1110579;2026-04-13\|7.11\|0.00\|7.06\|7.16\|7.06\|504964;2026-04-14\|7.15\|0.56\|7.16\|7.17\|7.08\|422912;2026-04-15\|7.14\|-0.14\|7.16\|7.18\|7.12\|406981;2026-04-16\|7.12\|-0.28\|7.16\|7.18\|7.09\|540140;2026-04-17\|7.04\|-1.12\|7.09\|7.10\|7.03\|512703;2026-04-20\|7.04\|0.00\|7.06\|7.08\|7.00\|530585;2026-04-21\|7.01\|-0.43\|7.01\|7.03\|6.98\|366026;2026-04-22\|7.03\|0.29\|6.98\|7.09\|6.98\|454571;2026-04-23\|7.01\|-0.28\|7.01\|7.07\|6.99\|520284;2026-04-24\|6.95\|-0.86\|6.99\|7.01\|6.92\|363932;2026-04-27\|6.96\|0.14\|6.94\|6.99\|6.94\|367753;2026-04-28\|7.07\|1.58\|6.95\|7.10\|6.95\|706892;2026-04-29\|7.15\|1.13\|7.05\|7.16\|7.04\|648428;2026-04-30\|7.18\|0.42\|7.21\|7.30\|7.15\|758353;2026-05-06\|7.26\|1.11\|7.20\|7.28\|7.18\|723236;2026-05-07\|7.23\|-0.41\|7.29\|7.30\|7.17\|635972;2026-05-08\|7.21\|-0.28\|7.21\|7.25\|7.18\|505311;2026-05-11\|7.28\|0.97\|7.20\|7.31\|7.16\|663442;2026-05-12\|7.29\|0.14\|7.26\|7.33\|7.23\|585249;2026-05-13\|7.25\|-0.55\|7.27\|7.28\|7.19\|522362;2026-05-14\|7.11\|-1.93\|7.27\|7.28\|7.11\|530509;2026-05-15\|7.01\|-1.41\|7.11\|7.13\|6.97\|697518;2026-05-18\|6.96\|-0.71\|6.99\|7.04\|6.91\|539133;2026-05-19\|7.04\|1.15\|6.98\|7.06\|6.94\|428036;2026-05-20\|6.97\|-0.99\|7.02\|7.03\|6.96\|433864;2026-05-21\|7.01\|0.57\|7.04\|7.21\|6.98\|1039579;2026-05-22\|7.06\|0.71\|7.02\|7.13\|6.93\|872037;2026-05-25\|7.09\|0.42\|7.06\|7.11\|7.02\|559257;2026-05-26\|7.09\|0.00\|7.06\|7.17\|7.01\|779152;2026-05-27\|7.00\|-1.27\|7.07\|7.16\|6.95\|842617;2026-05-28\|6.85\|-2.14\|7.01\|7.01\|6.83\|773242;2026-05-29\|6.89\|0.58\|6.84\|6.94\|6.83\|873524;2026-06-01\|6.79\|-1.45\|6.80\|6.83\|6.70\|852660;2026-06-02\|6.72\|-1.03\|6.76\|6.79\|6.68\|717243;2026-06-03\|6.64\|-1.19\|6.72\|6.72\|6.61\|796015;2026-06-04\|6.53\|-1.66\|6.61\|6.65\|6.42\|903136;2026-06-05\|6.52\|-0.15\|6.52\|6.58\|6.45\|600655;2026-06-08\|6.39\|-1.99\|6.43\|6.50\|6.37\|517567;2026-06-09\|6.44\|0.78\|6.42\|6.45\|6.38\|391768;2026-06-10\|6.53\|1.40\|6.42\|6.54\|6.40\|684792;2026-06-11\|6.49\|-0.61\|6.48\|6.56\|6.44\|478571;2026-06-12\|6.68\|2.93\|6.50\|6.71\|6.48\|910983;2026-06-15\|6.86\|2.69\|6.74\|7.01\|6.71\|1276095;2026-06-16\|6.88\|0.29\|6.81\|6.91\|6.78\|627434;2026-06-17\|6.82\|-0.87\|6.86\|6.91\|6.79\|475731;2026-06-18\|6.66\|-2.35\|6.79\|6.82\|6.66\|614167;2026-06-22\|7.01\|5.26\|6.63\|7.03\|6.61\|1503382;2026-06-23\|7.05\|0.57\|6.99\|7.21\|6.96\|1575877;2026-06-24\|7.13\|1.13\|6.99\|7.36\|6.92\|1802274;2026-06-25\|7.52\|5.47\|7.09\|7.78\|7.06\|3169745;2026-06-26\|7.15\|-4.92\|7.40\|7.52\|7.15\|1822571;2026-06-29\|7.15\|0.00\|7.19\|7.25\|7.09\|1083772;2026-06-30\|7.20\|0.70\|7.12\|7.40\|7.08\|979489;2026-07-01\|7.48\|3.89\|7.18\|7.57\|7.13\|1950848;2026-07-02\|7.34\|-1.87\|7.42\|7.45\|7.30\|1221485;2026-07-03\|7.32\|-0.27\|7.38\|7.40\|7.29\|895293;2026-07-06\|7.24\|-1.09\|7.37\|7.40\|7.20\|898108;2026-07-07\|7.11\|-1.80\|7.18\|7.23\|7.07\|656959;2026-07-08\|7.10\|-0.14\|7.08\|7.14\|7.05\|480526;2026-07-09\|7.22\|1.69\|7.12\|7.22\|7.10\|611258;2026-07-10\|7.14\|-1.11\|7.19\|7.20\|7.09\|597079
115977	证监会支持在沪深交易所推出主动ETF	涨停揭秘：保险龙头叠加主动ETF政策支持，资管与财富管理双轮驱动逻辑强化，平安证券整合预期进一步提升集团协同价值；涨停缘由：主动ETF政策利好集团内资管平台；保险负债端改善趋势延续；平安证券整合提升综合金融竞争力；估值处于历史低位；资金逻辑：北向资金与主力资金同步加仓，大金融权重股获指数资金与配置资金双重回流；风险提示：宏观经济复苏节奏影响保险资产端收益，整合进展存在不确定性	中国保险行业龙头	2026-03-03\|62.57\|0.35\|62.45\|63.72\|61.93\|1095535;2026-03-04\|61.79\|-1.25\|62.20\|62.56\|60.65\|1008134;2026-03-05\|62.08\|0.47\|62.01\|62.72\|61.80\|546365;2026-03-06\|62.67\|0.95\|61.79\|63.35\|61.66\|574633;2026-03-09\|61.40\|-2.03\|61.44\|61.52\|60.01\|930368;2026-03-10\|62.09\|1.12\|61.86\|62.38\|61.72\|462184;2026-03-11\|62.55\|0.74\|62.09\|62.91\|61.80\|517270;2026-03-12\|61.60\|-1.52\|62.15\|62.43\|61.22\|668542;2026-03-13\|61.20\|-0.65\|61.37\|61.87\|61.08\|458041;2026-03-16\|60.48\|-1.18\|61.20\|61.36\|60.10\|818596;2026-03-17\|61.84\|2.25\|60.59\|62.80\|60.58\|901850;2026-03-18\|61.89\|0.08\|61.87\|62.32\|61.50\|490471;2026-03-19\|60.62\|-2.05\|61.20\|61.29\|60.40\|684722;2026-03-20\|59.74\|-1.45\|60.80\|60.90\|59.70\|620767;2026-03-23\|57.47\|-3.80\|58.90\|59.00\|57.24\|1253823;2026-03-24\|58.12\|1.13\|58.00\|58.34\|57.50\|681870;2026-03-25\|58.79\|1.15\|58.50\|59.36\|58.42\|562389;2026-03-26\|56.80\|-3.38\|58.78\|58.78\|56.53\|1011896;2026-03-27\|56.95\|0.26\|56.86\|57.39\|56.42\|834379;2026-03-30\|56.33\|-1.09\|56.34\|56.55\|55.84\|737544;2026-03-31\|56.78\|0.80\|56.29\|57.69\|56.21\|764114;2026-04-01\|58.18\|2.47\|57.58\|58.29\|57.54\|684035;2026-04-02\|57.26\|-1.58\|58.00\|58.00\|57.16\|459794;2026-04-03\|57.25\|-0.02\|57.58\|57.77\|57.24\|343678;2026-04-07\|56.69\|-0.98\|57.30\|57.55\|56.41\|503858;2026-04-08\|59.45\|4.87\|58.00\|59.65\|58.00\|1121527;2026-04-09\|58.74\|-1.19\|59.00\|59.00\|58.30\|570201;2026-04-10\|58.82\|0.14\|59.00\|59.84\|58.78\|637912;2026-04-13\|57.75\|-1.82\|58.20\|58.21\|57.61\|684544;2026-04-14\|58.97\|2.11\|58.23\|59.20\|58.13\|675142;2026-04-15\|58.70\|-0.46\|59.40\|59.72\|58.61\|513713;2026-04-16\|58.52\|-0.31\|58.71\|59.03\|58.25\|544368;2026-04-17\|57.92\|-1.03\|58.40\|58.40\|57.61\|612324;2026-04-20\|58.54\|1.07\|57.87\|58.67\|57.74\|633437;2026-04-21\|58.03\|-0.87\|58.54\|59.11\|58.03\|544020;2026-04-22\|58.03\|0.00\|58.03\|58.60\|57.65\|579570;2026-04-23\|57.88\|-0.26\|57.98\|58.58\|57.53\|661174;2026-04-24\|57.78\|-0.17\|57.71\|57.97\|57.06\|554002;2026-04-27\|57.55\|-0.40\|57.80\|58.55\|57.46\|640671;2026-04-28\|57.63\|0.14\|57.47\|58.11\|57.20\|624602;2026-04-29\|59.43\|3.12\|57.62\|59.59\|57.59\|1609315;2026-04-30\|59.37\|-0.10\|59.12\|60.60\|59.12\|1063010;2026-05-06\|59.36\|-0.02\|59.38\|59.84\|59.05\|905083;2026-05-07\|60.04\|1.15\|59.60\|61.11\|59.60\|1313748;2026-05-08\|60.06\|0.03\|59.90\|60.26\|59.74\|732049;2026-05-11\|60.10\|0.07\|59.78\|60.55\|59.26\|961991;2026-05-12\|59.40\|-1.16\|60.10\|60.50\|59.25\|690007;2026-05-13\|58.04\|-2.29\|59.32\|59.62\|57.63\|1034345;2026-05-14\|56.90\|-1.96\|58.26\|58.52\|56.85\|907187;2026-05-15\|55.50\|-2.46\|56.98\|57.14\|55.29\|1181904;2026-05-18\|54.89\|-1.10\|55.40\|55.46\|54.40\|810415;2026-05-19\|54.48\|-0.75\|55.01\|55.21\|54.12\|839122;2026-05-20\|54.11\|-0.68\|54.40\|54.40\|53.83\|743889;2026-05-21\|53.76\|-0.65\|54.45\|55.33\|53.68\|1035931;2026-05-22\|53.68\|-0.15\|54.11\|54.20\|53.47\|669699;2026-05-25\|54.22\|1.01\|53.83\|54.98\|53.58\|867977;2026-05-26\|54.27\|0.09\|54.15\|55.10\|53.89\|910010;2026-05-27\|53.27\|-1.84\|54.28\|54.29\|53.06\|862011;2026-05-28\|52.47\|-1.50\|53.26\|53.40\|52.15\|875600;2026-05-29\|53.50\|1.96\|52.59\|53.68\|52.51\|1000113;2026-06-01\|53.85\|0.65\|53.49\|54.10\|53.15\|775307;2026-06-02\|54.08\|0.43\|53.86\|54.55\|53.62\|784941;2026-06-03\|53.70\|-0.70\|54.06\|54.20\|53.50\|625066;2026-06-04\|53.23\|-0.88\|53.61\|54.08\|53.04\|576226;2026-06-05\|53.48\|0.47\|53.30\|54.58\|53.24\|937165;2026-06-08\|53.38\|-0.19\|53.06\|53.96\|52.90\|720540;2026-06-09\|53.93\|1.03\|53.18\|54.05\|53.15\|710030;2026-06-10\|53.22\|1.99\|52.25\|53.48\|52.10\|903235;2026-06-11\|52.64\|-1.09\|53.22\|53.97\|52.35\|647641;2026-06-12\|54.01\|2.60\|52.46\|54.24\|52.11\|1102953;2026-06-15\|54.23\|0.41\|54.30\|55.96\|53.80\|1010577;2026-06-16\|52.99\|-2.29\|53.99\|54.09\|52.75\|812508;2026-06-17\|52.76\|-0.43\|53.24\|53.34\|52.50\|653906;2026-06-18\|49.38\|-6.41\|52.59\|52.64\|49.37\|2178321;2026-06-22\|51.98\|5.27\|49.39\|52.29\|48.66\|1724972;2026-06-23\|50.40\|-3.04\|51.46\|52.43\|50.11\|1220116;2026-06-24\|49.12\|-2.54\|50.69\|50.88\|49.03\|1094158;2026-06-25\|49.30\|0.37\|48.75\|50.46\|48.56\|1214523;2026-06-26\|47.23\|-4.20\|49.29\|49.49\|47.20\|1426441;2026-06-29\|48.60\|2.90\|47.30\|48.87\|46.90\|1089609;2026-06-30\|47.74\|-1.77\|48.30\|48.94\|47.35\|949813;2026-07-01\|49.53\|3.75\|47.60\|50.09\|47.19\|1386217;2026-07-02\|48.92\|-1.23\|49.35\|50.20\|48.80\|920130;2026-07-03\|49.09\|0.35\|49.50\|49.78\|48.31\|803331;2026-07-06\|50.10\|2.06\|49.05\|50.20\|48.81\|944956;2026-07-07\|49.29\|-1.62\|49.93\|50.22\|49.17\|697675;2026-07-08\|49.54\|0.51\|49.36\|49.80\|48.96\|540995;2026-07-09\|49.49\|-0.10\|49.26\|49.61\|48.91\|662369;2026-07-10\|49.48\|-0.02\|49.47\|49.97\|48.97\|764946
115976	证监会支持在沪深交易所推出主动ETF	涨停揭秘：深圳国资委控股，主动ETF政策直接利好券商资管与代销业务，区域券商中综合实力强、机制灵活，受益于政策红利与本地资源整合；涨停缘由：主动ETF政策提升券商资管与财富管理价值；深圳国资背景带来区域协同与政策支持；经纪与两融业务稳健，估值具备吸引力；资金逻辑：主力资金净流入居前，中小券商弹性更高，政策催化下资金偏好切换明显；风险提示：主动ETF业务起步阶段，短期业绩贡献有限，需关注政策执行力度与市场接受度	深圳国资委控股的全国性综合类上市券商	2026-03-03\|12.35\|-0.48\|12.41\|12.67\|12.35\|447161;2026-03-04\|11.99\|-2.92\|12.28\|12.32\|11.89\|492548;2026-03-05\|12.08\|0.75\|12.13\|12.17\|11.98\|256059;2026-03-06\|12.24\|1.32\|12.01\|12.29\|12.01\|254343;2026-03-09\|11.98\|-2.12\|12.05\|12.08\|11.93\|318554;2026-03-10\|12.12\|1.17\|12.08\|12.17\|12.02\|219506;2026-03-11\|12.21\|0.74\|12.13\|12.26\|12.09\|202214;2026-03-12\|12.25\|0.33\|12.20\|12.33\|12.17\|193063;2026-03-13\|12.21\|-0.33\|12.21\|12.34\|12.05\|323495;2026-03-16\|12.16\|-0.41\|12.18\|12.22\|12.06\|215640;2026-03-17\|12.74\|4.77\|12.21\|13.30\|12.17\|1449805;2026-03-18\|12.46\|-2.20\|12.78\|12.80\|12.36\|898841;2026-03-19\|12.25\|-1.69\|12.31\|12.38\|12.21\|607405;2026-03-20\|11.80\|-3.67\|12.28\|12.32\|11.80\|746535;2026-03-23\|11.21\|-5.00\|11.53\|11.59\|11.16\|624587;2026-03-24\|11.32\|0.98\|11.34\|11.43\|11.15\|396028;2026-03-25\|11.52\|1.77\|11.40\|11.59\|11.33\|311794;2026-03-26\|11.28\|-2.08\|11.49\|11.53\|11.25\|221200;2026-03-27\|11.33\|0.44\|11.20\|11.42\|11.18\|222192;2026-03-30\|11.30\|-0.26\|11.18\|11.35\|11.15\|245263;2026-03-31\|11.21\|-0.80\|11.30\|11.42\|11.20\|215971;2026-04-01\|11.38\|1.52\|11.38\|11.46\|11.25\|259263;2026-04-02\|11.24\|-1.23\|11.36\|11.36\|11.17\|220178;2026-04-03\|11.14\|-0.89\|11.25\|11.32\|11.13\|165981;2026-04-07\|11.13\|-0.09\|11.15\|11.18\|11.05\|148398;2026-04-08\|11.56\|3.86\|11.36\|11.60\|11.32\|331689;2026-04-09\|11.36\|-1.73\|11.49\|11.52\|11.33\|194518;2026-04-10\|11.78\|3.70\|11.56\|12.03\|11.55\|624526;2026-04-13\|11.94\|1.36\|11.73\|12.01\|11.70\|294475;2026-04-14\|12.04\|0.84\|12.02\|12.07\|11.90\|262827;2026-04-15\|12.10\|0.50\|12.06\|12.21\|12.01\|308899;2026-04-16\|12.27\|1.41\|12.12\|12.35\|12.10\|319632;2026-04-17\|12.09\|-1.47\|12.20\|12.24\|12.08\|262710;2026-04-20\|11.47\|-5.13\|11.95\|11.95\|11.38\|1051919;2026-04-21\|11.32\|-1.31\|11.43\|11.46\|11.26\|429248;2026-04-22\|11.31\|-0.09\|11.26\|11.42\|11.25\|396991;2026-04-23\|11.14\|-1.50\|11.29\|11.33\|11.13\|389713;2026-04-24\|11.00\|-1.26\|11.13\|11.15\|10.99\|346558;2026-04-27\|10.84\|-1.45\|11.01\|11.05\|10.81\|448870;2026-04-28\|10.96\|1.11\|10.82\|11.09\|10.82\|474505;2026-04-29\|11.12\|1.46\|10.90\|11.14\|10.90\|419858;2026-04-30\|10.72\|-3.60\|10.82\|10.83\|10.63\|744801;2026-05-06\|10.81\|0.84\|10.73\|10.84\|10.68\|475419;2026-05-07\|10.81\|0.00\|10.86\|10.96\|10.75\|339009;2026-05-08\|10.75\|-0.56\|10.77\|10.81\|10.71\|275718;2026-05-11\|10.81\|0.56\|10.75\|10.86\|10.69\|451603;2026-05-12\|10.82\|0.09\|10.84\|10.91\|10.76\|410409;2026-05-13\|10.75\|-0.65\|10.78\|10.82\|10.69\|337719;2026-05-14\|10.61\|-1.30\|10.74\|10.80\|10.61\|351873;2026-05-15\|10.35\|-2.45\|10.60\|10.61\|10.30\|395223;2026-05-18\|10.24\|-1.06\|10.31\|10.35\|10.19\|237122;2026-05-19\|10.33\|0.88\|10.25\|10.35\|10.20\|209049;2026-05-20\|10.22\|-1.06\|10.32\|10.32\|10.19\|224860;2026-05-21\|10.22\|0.00\|10.26\|10.50\|10.21\|457805;2026-05-22\|10.09\|-1.27\|10.25\|10.28\|10.07\|316555;2026-05-25\|10.15\|0.59\|10.11\|10.21\|10.07\|229669;2026-05-26\|10.24\|0.89\|10.11\|10.31\|10.10\|288648;2026-05-27\|10.13\|-1.07\|10.23\|10.33\|10.08\|242394;2026-05-28\|9.95\|-1.78\|10.13\|10.16\|9.90\|312446;2026-05-29\|10.12\|1.71\|9.95\|10.20\|9.94\|348612;2026-06-01\|10.15\|0.30\|10.11\|10.18\|10.04\|211099;2026-06-02\|10.17\|0.20\|10.14\|10.20\|10.06\|235886;2026-06-03\|10.10\|-0.69\|10.16\|10.20\|10.05\|236755;2026-06-04\|9.99\|-1.09\|10.10\|10.18\|9.95\|225871;2026-06-05\|10.01\|0.20\|10.00\|10.17\|9.99\|204402;2026-06-08\|9.83\|-1.80\|9.88\|10.04\|9.79\|282185;2026-06-09\|9.87\|0.41\|9.84\|9.93\|9.79\|177634;2026-06-10\|10.04\|1.72\|9.85\|10.06\|9.83\|272049;2026-06-11\|10.03\|-0.10\|10.00\|10.11\|9.87\|258973;2026-06-12\|10.27\|2.39\|10.03\|10.32\|9.99\|499462;2026-06-15\|10.44\|1.66\|10.35\|10.62\|10.29\|611070;2026-06-16\|10.45\|0.10\|10.41\|10.51\|10.34\|376041;2026-06-17\|10.46\|0.10\|10.45\|10.60\|10.38\|288948;2026-06-18\|10.20\|-2.49\|10.46\|10.47\|10.20\|298835;2026-06-22\|10.37\|5.28\|9.90\|10.42\|9.81\|695564;2026-06-23\|10.31\|-0.58\|10.38\|10.57\|10.25\|591503;2026-06-24\|10.20\|-1.07\|10.26\|10.51\|10.10\|465997;2026-06-25\|10.47\|2.65\|10.19\|10.59\|10.04\|654252;2026-06-26\|9.99\|-4.58\|10.40\|10.52\|9.98\|567665;2026-06-29\|10.10\|1.10\|10.00\|10.24\|9.93\|402576;2026-06-30\|9.99\|-1.09\|10.05\|10.17\|9.93\|410110;2026-07-01\|10.43\|4.40\|9.99\|10.50\|9.92\|795178;2026-07-02\|10.26\|-1.63\|10.42\|10.45\|10.22\|493737;2026-07-03\|10.35\|0.88\|10.35\|10.42\|10.22\|407322;2026-07-06\|10.54\|1.84\|10.49\|10.57\|10.40\|439657;2026-07-07\|10.36\|-1.71\|10.49\|10.52\|10.29\|349862;2026-07-08\|10.21\|-1.45\|10.36\|10.37\|10.20\|278201;2026-07-09\|10.26\|0.49\|10.17\|10.27\|10.05\|280816;2026-07-10\|10.05\|-2.05\|10.22\|10.23\|10.00\|352607
115975	证监会支持在沪深交易所推出主动ETF	涨停揭秘：首创证券因H股上市获北京市国资委批复、信用评级升至AAA级及投资类业务大幅增长56.07%等多重利好叠加涨停；涨停缘由：H股上市计划取得实质性进展，中诚信国际上调主体信用评级至AAA，投资类与投行业务分别增长56.07%和38.54%，治理结构优化提升决策效率；资金逻辑：主力资金显著流入，超大单净买入放大，MACD形成金叉，叠加证券板块整体活跃及国企改革主题共振；风险提示：短期涨幅较大，技术面已跌破江恩警戒线14.41，当前处于短线下跌趋势，需警惕回调压力	公司作为具有全牌照经营资质的综合性证券公司，一季度净利润同比增长30.19%	2026-03-03\|17.68\|-1.72\|18.04\|18.22\|17.68\|161000;2026-03-04\|17.24\|-2.49\|17.50\|17.62\|17.23\|114514;2026-03-05\|17.30\|0.35\|17.46\|17.50\|17.24\|59331;2026-03-06\|17.45\|0.87\|17.28\|17.49\|17.28\|66670;2026-03-09\|17.52\|0.40\|17.30\|17.64\|17.28\|103783;2026-03-10\|17.62\|0.57\|17.49\|17.62\|17.44\|75372;2026-03-11\|17.58\|-0.23\|17.59\|17.66\|17.50\|58289;2026-03-12\|17.57\|-0.06\|17.58\|17.62\|17.50\|55390;2026-03-13\|17.44\|-0.74\|17.50\|17.57\|17.41\|61582;2026-03-16\|17.47\|0.17\|17.42\|17.49\|17.35\|41179;2026-03-17\|17.54\|0.40\|17.59\|17.72\|17.49\|95413;2026-03-18\|17.50\|-0.23\|17.50\|17.57\|17.38\|57852;2026-03-19\|17.31\|-1.09\|17.36\|17.49\|17.26\|54958;2026-03-20\|17.26\|-0.29\|17.41\|17.46\|17.15\|60610;2026-03-23\|16.41\|-4.92\|17.05\|17.16\|16.30\|122382;2026-03-24\|16.57\|0.97\|16.70\|16.73\|16.38\|59858;2026-03-25\|16.82\|1.51\|16.56\|16.95\|16.47\|89016;2026-03-26\|16.46\|-2.14\|16.74\|16.78\|16.45\|64641;2026-03-27\|16.52\|0.36\|16.39\|16.61\|16.09\|51249;2026-03-30\|16.40\|-0.73\|16.40\|16.48\|16.25\|43443;2026-03-31\|16.22\|-1.10\|16.41\|16.54\|16.22\|60791;2026-04-01\|16.31\|0.55\|16.38\|16.41\|16.26\|55749;2026-04-02\|16.26\|-0.31\|16.34\|16.60\|16.21\|81454;2026-04-03\|16.01\|-1.54\|16.20\|16.28\|16.00\|55454;2026-04-07\|15.97\|-0.25\|16.01\|16.09\|15.95\|39041;2026-04-08\|16.44\|2.94\|16.17\|16.48\|16.09\|137186;2026-04-09\|16.07\|-2.25\|16.32\|16.35\|16.06\|84808;2026-04-10\|16.43\|2.24\|16.12\|16.66\|16.12\|145765;2026-04-13\|16.51\|0.49\|16.30\|16.63\|16.30\|82199;2026-04-14\|16.55\|0.24\|16.56\|16.65\|16.39\|65190;2026-04-15\|16.40\|-0.91\|16.58\|16.63\|16.37\|52473;2026-04-16\|16.40\|0.00\|16.45\|16.53\|16.38\|67347;2026-04-17\|16.32\|-0.49\|16.40\|16.44\|16.22\|65971;2026-04-20\|16.54\|1.35\|16.53\|16.70\|16.40\|118084;2026-04-21\|16.29\|-1.51\|16.53\|16.53\|16.27\|77390;2026-04-22\|16.38\|0.55\|16.27\|16.45\|16.22\|72940;2026-04-23\|16.23\|-0.92\|16.40\|16.40\|16.21\|59818;2026-04-24\|16.02\|-1.29\|16.23\|16.27\|16.01\|70232;2026-04-27\|16.03\|0.06\|16.16\|16.17\|15.95\|61467;2026-04-28\|16.03\|0.00\|16.03\|16.22\|15.99\|79980;2026-04-29\|16.77\|4.62\|16.11\|17.06\|16.09\|293151;2026-04-30\|16.62\|-0.89\|16.60\|16.86\|16.51\|201147;2026-05-06\|16.83\|1.26\|16.67\|16.92\|16.60\|154424;2026-05-07\|16.75\|-0.48\|16.92\|16.92\|16.65\|113471;2026-05-08\|16.64\|-0.66\|16.70\|16.79\|16.58\|89549;2026-05-11\|16.83\|1.14\|16.64\|16.89\|16.60\|155655;2026-05-12\|16.82\|-0.06\|16.81\|16.98\|16.73\|140215;2026-05-13\|16.80\|-0.12\|16.80\|16.83\|16.61\|107715;2026-05-14\|16.40\|-2.38\|16.93\|16.93\|16.40\|109005;2026-05-15\|16.09\|-1.89\|16.40\|16.48\|16.06\|118978;2026-05-18\|15.84\|-1.55\|16.00\|16.17\|15.70\|124422;2026-05-19\|15.91\|0.44\|15.87\|15.96\|15.66\|86068;2026-05-20\|15.62\|-1.82\|15.83\|15.88\|15.54\|91035;2026-05-21\|15.52\|-0.64\|15.61\|16.07\|15.50\|157556;2026-05-22\|15.17\|-2.26\|15.56\|15.63\|15.12\|123196;2026-05-25\|15.18\|0.07\|15.22\|15.37\|14.97\|100681;2026-05-26\|15.23\|0.33\|15.15\|15.35\|15.01\|87115;2026-05-27\|14.98\|-1.64\|15.19\|15.35\|14.96\|89725;2026-05-28\|14.64\|-2.27\|14.97\|14.98\|14.56\|105612;2026-05-29\|14.56\|-0.55\|14.69\|14.88\|14.56\|173483;2026-06-01\|14.65\|0.62\|14.60\|14.69\|14.35\|79775;2026-06-02\|14.47\|-1.23\|14.65\|14.68\|14.33\|95431;2026-06-03\|14.31\|-1.11\|14.48\|14.49\|14.24\|97368;2026-06-04\|13.98\|-2.31\|14.21\|14.32\|13.85\|101724;2026-06-05\|13.94\|-0.29\|13.99\|14.10\|13.90\|76967;2026-06-08\|13.62\|-2.30\|13.76\|13.90\|13.48\|106301;2026-06-09\|13.70\|0.59\|13.64\|13.80\|13.51\|83723;2026-06-10\|13.77\|0.51\|13.62\|13.86\|13.60\|85766;2026-06-11\|13.57\|-1.45\|13.79\|14.25\|13.48\|155395;2026-06-12\|14.08\|3.76\|13.41\|14.15\|13.24\|223813;2026-06-15\|14.40\|2.27\|14.05\|14.74\|14.01\|216179;2026-06-16\|14.52\|0.83\|14.36\|14.57\|14.20\|127384;2026-06-17\|14.41\|-0.76\|14.45\|14.81\|14.35\|109618;2026-06-18\|13.98\|-2.98\|14.29\|14.40\|13.98\|111833;2026-06-22\|14.73\|5.36\|13.94\|14.79\|13.92\|240444;2026-06-23\|14.82\|0.61\|14.72\|15.14\|14.66\|215645;2026-06-24\|14.27\|-3.71\|14.75\|14.95\|14.26\|166586;2026-06-25\|14.54\|1.89\|14.16\|14.72\|14.09\|201586;2026-06-26\|13.95\|-4.06\|14.47\|14.58\|13.93\|148249;2026-06-29\|14.01\|0.43\|13.85\|14.16\|13.75\|123335;2026-06-30\|13.95\|-0.43\|14.00\|14.22\|13.86\|111401;2026-07-01\|14.80\|6.09\|13.85\|14.85\|13.85\|282572;2026-07-02\|14.55\|-1.69\|14.84\|14.95\|14.52\|164154;2026-07-03\|14.68\|0.89\|14.67\|14.80\|14.51\|125881;2026-07-06\|14.64\|-0.27\|14.82\|14.89\|14.55\|127234;2026-07-07\|14.25\|-2.66\|14.65\|14.69\|14.22\|109632;2026-07-08\|14.11\|-0.98\|14.24\|14.37\|14.10\|73958;2026-07-09\|14.30\|1.35\|14.08\|14.33\|14.03\|93340;2026-07-10\|14.15\|-1.05\|14.20\|14.35\|14.04\|99105
115974	证监会支持在沪深交易所推出主动ETF	涨停揭秘：中国太保NBV同比增速优于同业，综合偿付能力充足率达265%，在保险业高质量发展政策导向下获资金青睐；涨停缘由：2026年Q1新业务价值（NBV）同比+15.3%，寿险、产险双轮驱动；健康生态布局深化，‘太医管家’服务用户突破1200万；养老社区入住率达92%；资金逻辑：外资配置型资金持续流入，港资持股比例升至12.7%；保险ETF持仓中太保权重居首，资金面支撑强劲；风险提示：宏观经济复苏斜率影响居民保险消费意愿，短期保费增长或承压	国内领先的综合性保险集团，NBV同比优于同业	2026-03-03\|39.95\|-0.10\|40.05\|40.77\|39.37\|529692;2026-03-04\|38.85\|-2.75\|39.52\|39.74\|38.09\|514415;2026-03-05\|39.34\|1.26\|39.16\|39.76\|39.10\|366934;2026-03-06\|39.24\|-0.25\|39.16\|39.71\|38.89\|289781;2026-03-09\|38.20\|-2.65\|38.34\|38.47\|37.41\|401235;2026-03-10\|39.17\|2.54\|38.51\|39.19\|38.51\|345299;2026-03-11\|39.48\|0.79\|39.25\|39.78\|39.06\|328423;2026-03-12\|39.48\|0.00\|39.40\|39.73\|39.22\|221121;2026-03-13\|39.17\|-0.79\|39.35\|39.68\|38.95\|211704;2026-03-16\|39.60\|1.10\|39.08\|39.79\|38.70\|350466;2026-03-17\|40.50\|2.27\|39.59\|41.18\|39.57\|461939;2026-03-18\|40.77\|0.67\|40.45\|41.11\|40.12\|338531;2026-03-19\|39.76\|-2.48\|40.33\|40.64\|39.64\|289907;2026-03-20\|39.16\|-1.51\|39.76\|40.03\|39.06\|286282;2026-03-23\|37.32\|-4.70\|38.71\|38.71\|37.21\|441056;2026-03-24\|37.59\|0.72\|37.79\|38.04\|37.17\|299556;2026-03-25\|38.38\|2.10\|37.60\|38.65\|37.60\|253798;2026-03-26\|37.09\|-3.36\|38.13\|38.36\|36.68\|524894;2026-03-27\|37.12\|0.08\|37.25\|37.73\|37.11\|348150;2026-03-30\|36.65\|-1.27\|36.68\|37.25\|36.11\|385007;2026-03-31\|37.09\|1.20\|36.80\|37.70\|36.80\|310004;2026-04-01\|38.31\|3.29\|38.15\|38.58\|37.79\|342176;2026-04-02\|38.39\|0.21\|38.20\|38.55\|37.90\|230557;2026-04-03\|38.22\|-0.44\|38.47\|38.55\|37.80\|159058;2026-04-07\|37.27\|-2.49\|38.03\|38.06\|37.10\|242667;2026-04-08\|39.90\|7.06\|37.99\|40.16\|37.99\|514278;2026-04-09\|38.29\|-4.04\|39.50\|39.50\|38.18\|431901;2026-04-10\|38.63\|0.89\|38.68\|39.30\|38.40\|377528;2026-04-13\|37.66\|-2.51\|38.06\|38.10\|37.60\|287903;2026-04-14\|38.40\|1.96\|37.96\|38.45\|37.81\|323604;2026-04-15\|37.99\|-1.07\|38.69\|38.83\|37.95\|263927;2026-04-16\|37.87\|-0.32\|37.95\|38.16\|37.64\|326885;2026-04-17\|37.34\|-1.40\|37.70\|37.72\|37.17\|293025;2026-04-20\|37.46\|0.32\|37.23\|37.58\|37.17\|273103;2026-04-21\|37.05\|-1.09\|37.40\|37.81\|37.00\|284103;2026-04-22\|37.05\|0.00\|37.00\|37.43\|36.60\|339876;2026-04-23\|36.96\|-0.24\|37.09\|37.45\|36.80\|334278;2026-04-24\|36.62\|-0.92\|36.73\|36.88\|35.91\|323078;2026-04-27\|36.36\|-0.71\|36.58\|37.10\|36.23\|260723;2026-04-28\|36.34\|-0.06\|36.28\|36.72\|36.01\|279210;2026-04-29\|37.62\|3.52\|36.50\|37.76\|36.50\|657898;2026-04-30\|37.23\|-1.04\|37.39\|38.46\|37.07\|548100;2026-05-06\|37.10\|-0.35\|37.23\|37.60\|36.93\|427441;2026-05-07\|37.31\|0.57\|37.31\|37.88\|37.08\|663363;2026-05-08\|36.90\|-1.10\|37.32\|37.35\|36.72\|412248;2026-05-11\|37.39\|1.33\|36.90\|38.00\|36.58\|930193;2026-05-12\|37.22\|-0.45\|37.35\|37.49\|37.09\|371167;2026-05-13\|35.74\|-3.98\|37.25\|37.30\|35.20\|948376;2026-05-14\|35.18\|-1.57\|35.59\|35.76\|34.82\|502506;2026-05-15\|34.54\|-1.82\|35.27\|35.35\|34.41\|384440;2026-05-18\|33.87\|-1.94\|34.42\|34.42\|33.65\|437460;2026-05-19\|33.71\|-0.47\|33.95\|34.06\|33.38\|416538;2026-05-20\|33.42\|-0.86\|33.49\|33.78\|33.10\|269975;2026-05-21\|33.00\|-1.26\|33.62\|34.48\|33.00\|597538;2026-05-22\|32.85\|-0.45\|33.24\|33.25\|32.57\|376200;2026-05-25\|33.29\|1.34\|32.88\|33.74\|32.81\|440071;2026-05-26\|33.22\|-0.21\|33.16\|34.08\|32.93\|567617;2026-05-27\|32.63\|-1.78\|33.10\|33.26\|32.43\|419372;2026-05-28\|32.02\|-1.87\|32.59\|32.59\|31.61\|500482;2026-05-29\|32.18\|0.50\|32.05\|32.59\|31.99\|532873;2026-06-01\|32.02\|-0.50\|31.92\|32.38\|31.41\|387586;2026-06-02\|31.70\|-1.00\|31.91\|32.12\|31.30\|503317;2026-06-03\|31.32\|-1.20\|31.70\|31.78\|31.11\|422740;2026-06-04\|31.02\|-0.96\|31.25\|31.54\|30.77\|308987;2026-06-05\|31.05\|0.10\|31.12\|31.95\|30.95\|497121;2026-06-08\|31.20\|0.48\|30.99\|31.59\|30.82\|503639;2026-06-09\|31.55\|1.12\|31.20\|31.73\|31.03\|404118;2026-06-10\|32.51\|3.04\|31.51\|32.67\|31.40\|648253;2026-06-11\|32.06\|-1.38\|32.48\|33.25\|31.81\|528101;2026-06-12\|32.86\|2.50\|31.98\|33.10\|31.60\|707232;2026-06-15\|33.25\|1.19\|33.01\|34.09\|32.77\|642734;2026-06-16\|32.50\|-2.26\|33.10\|33.25\|32.41\|439659;2026-06-17\|32.19\|-0.95\|32.70\|32.91\|31.89\|500045;2026-06-18\|29.98\|-6.87\|32.00\|32.09\|29.86\|1105663;2026-06-22\|31.61\|5.44\|29.72\|32.05\|29.66\|1062083;2026-06-23\|30.59\|-3.23\|31.78\|31.78\|30.44\|659154;2026-06-24\|29.82\|-2.52\|30.68\|30.98\|29.79\|689147;2026-06-25\|30.10\|0.94\|29.75\|30.98\|29.40\|834572;2026-06-26\|28.43\|-5.55\|30.10\|30.21\|28.35\|808042;2026-06-29\|29.35\|3.24\|28.60\|29.75\|28.33\|757673;2026-06-30\|28.52\|-2.83\|29.20\|29.20\|28.21\|683212;2026-07-01\|29.99\|5.15\|28.52\|30.70\|28.43\|968155;2026-07-02\|29.63\|-1.20\|29.99\|30.61\|29.52\|645156;2026-07-03\|29.65\|0.07\|29.90\|30.45\|29.30\|578108;2026-07-06\|30.05\|1.35\|29.60\|30.18\|29.42\|629248;2026-07-07\|29.51\|-1.80\|29.85\|30.06\|29.43\|443040;2026-07-08\|29.37\|-0.47\|29.45\|29.65\|29.12\|349929;2026-07-09\|29.29\|-0.27\|29.30\|29.44\|28.96\|418756;2026-07-10\|29.62\|1.13\|29.29\|30.02\|28.83\|517583
115973	证监会支持在沪深交易所推出主动ETF	涨停揭秘：中泰证券因一季度净利润同比大增424%叠加证监会支持推出主动ETF政策落地而涨停；涨停缘由：一季报净利润达11.53亿元，同比激增424%，主要系对万家基金控制权公允价值重估；同步受益于主动ETF政策加速落地及山东省属国资券商定位强化；资金逻辑：资金聚焦业绩弹性标的，叠加大金融板块轮动与国企改革主线，主力资金快速涌入低估值券商股；风险提示：业绩高增长含非经常性损益，可持续性存疑；股价短期连续上涨后换手率偏高，存在获利回吐压力	山东省唯一一家省属国有综合性券商，公司一季报净利润11.53亿，同比增长424%，因对万家基金控制权公允价值进行重估等所致	2026-03-03\|6.31\|-0.32\|6.35\|6.40\|6.30\|308707;2026-03-04\|6.22\|-1.43\|6.28\|6.29\|6.19\|363808;2026-03-05\|6.23\|0.16\|6.26\|6.29\|6.22\|174012;2026-03-06\|6.25\|0.32\|6.22\|6.28\|6.20\|379877;2026-03-09\|6.15\|-1.60\|6.19\|6.19\|6.14\|287780;2026-03-10\|6.21\|0.98\|6.18\|6.23\|6.17\|218704;2026-03-11\|6.22\|0.16\|6.22\|6.24\|6.18\|171239;2026-03-12\|6.25\|0.48\|6.21\|6.27\|6.20\|216397;2026-03-13\|6.24\|-0.16\|6.25\|6.29\|6.22\|192180;2026-03-16\|6.26\|0.32\|6.26\|6.27\|6.22\|152646;2026-03-17\|6.29\|0.48\|6.27\|6.36\|6.26\|311718;2026-03-18\|6.33\|0.64\|6.28\|6.39\|6.27\|304546;2026-03-19\|6.31\|-0.32\|6.30\|6.38\|6.29\|376198;2026-03-20\|6.30\|-0.16\|6.30\|6.38\|6.29\|362880;2026-03-23\|5.98\|-5.08\|6.20\|6.23\|5.95\|468170;2026-03-24\|6.09\|1.84\|6.04\|6.11\|5.98\|296017;2026-03-25\|6.16\|1.15\|6.08\|6.19\|6.06\|254185;2026-03-26\|6.08\|-1.30\|6.15\|6.17\|6.07\|197458;2026-03-27\|6.13\|0.82\|6.04\|6.14\|6.04\|167473;2026-03-30\|6.16\|0.49\|6.09\|6.16\|6.05\|198899;2026-03-31\|6.07\|-1.46\|6.13\|6.20\|6.06\|193821;2026-04-01\|6.12\|0.82\|6.12\|6.14\|6.10\|212487;2026-04-02\|6.00\|-1.96\|6.11\|6.12\|5.97\|208273;2026-04-03\|5.94\|-1.00\|6.01\|6.02\|5.92\|172970;2026-04-07\|5.94\|0.00\|5.94\|5.96\|5.90\|134710;2026-04-08\|6.12\|3.03\|6.02\|6.12\|6.00\|272584;2026-04-09\|5.99\|-2.12\|6.07\|6.07\|5.96\|220293;2026-04-10\|6.08\|1.50\|6.02\|6.20\|6.02\|437000;2026-04-13\|6.10\|0.33\|6.05\|6.12\|6.02\|211443;2026-04-14\|6.12\|0.33\|6.12\|6.14\|6.06\|174441;2026-04-15\|6.08\|-0.65\|6.13\|6.14\|6.07\|157605;2026-04-16\|6.09\|0.16\|6.08\|6.11\|6.06\|165129;2026-04-17\|6.07\|-0.33\|6.08\|6.09\|6.03\|154490;2026-04-20\|6.05\|-0.33\|6.07\|6.08\|6.04\|199460;2026-04-21\|6.00\|-0.83\|6.05\|6.06\|5.98\|199650;2026-04-22\|6.01\|0.17\|5.98\|6.05\|5.97\|195672;2026-04-23\|6.00\|-0.17\|6.00\|6.02\|5.97\|202030;2026-04-24\|5.95\|-0.83\|5.98\|5.99\|5.94\|158006;2026-04-27\|5.94\|-0.17\|5.96\|5.97\|5.92\|177239;2026-04-28\|5.96\|0.34\|5.93\|6.01\|5.93\|206677;2026-04-29\|6.00\|0.67\|5.94\|6.01\|5.94\|175955;2026-04-30\|6.02\|0.33\|6.01\|6.08\|5.99\|306438;2026-05-06\|6.06\|0.66\|6.02\|6.07\|6.01\|315926;2026-05-07\|6.03\|-0.49\|6.07\|6.08\|6.01\|206140;2026-05-08\|6.01\|-0.33\|6.02\|6.04\|5.99\|211604;2026-05-11\|6.06\|0.83\|6.00\|6.08\|5.98\|332633;2026-05-12\|6.05\|-0.17\|6.06\|6.10\|6.03\|325856;2026-05-13\|6.02\|-0.50\|6.06\|6.06\|5.98\|255099;2026-05-14\|5.92\|-1.66\|6.03\|6.04\|5.92\|245453;2026-05-15\|5.84\|-1.35\|5.90\|5.92\|5.81\|247696;2026-05-18\|5.81\|-0.51\|5.81\|5.84\|5.77\|175956;2026-05-19\|5.85\|0.69\|5.80\|5.86\|5.80\|154446;2026-05-20\|5.74\|-1.88\|5.83\|5.84\|5.73\|190176;2026-05-21\|5.72\|-0.35\|5.75\|5.88\|5.70\|323686;2026-05-22\|5.64\|-1.40\|5.73\|5.74\|5.63\|227665;2026-05-25\|5.64\|0.00\|5.63\|5.66\|5.58\|192500;2026-05-26\|5.59\|-0.89\|5.62\|5.68\|5.51\|347786;2026-05-27\|5.60\|0.18\|5.57\|5.65\|5.52\|265497;2026-05-28\|5.45\|-2.68\|5.57\|5.59\|5.42\|412036;2026-05-29\|5.44\|-0.18\|5.45\|5.52\|5.43\|502903;2026-06-01\|5.50\|1.10\|5.43\|5.51\|5.39\|480052;2026-06-02\|5.51\|0.18\|5.48\|5.57\|5.47\|334222;2026-06-03\|5.43\|-1.45\|5.50\|5.51\|5.41\|319910;2026-06-04\|5.33\|-1.84\|5.40\|5.45\|5.29\|318388;2026-06-05\|5.30\|-0.56\|5.33\|5.39\|5.29\|335093;2026-06-08\|5.19\|-2.08\|5.21\|5.28\|5.17\|405390;2026-06-09\|5.10\|-1.73\|5.21\|5.22\|5.08\|462900;2026-06-10\|5.20\|1.96\|5.07\|5.22\|4.94\|732715;2026-06-11\|5.19\|-0.19\|5.15\|5.26\|5.12\|391184;2026-06-12\|5.34\|2.89\|5.21\|5.35\|5.15\|613448;2026-06-15\|5.42\|1.50\|5.33\|5.58\|5.32\|723268;2026-06-16\|5.38\|-0.74\|5.39\|5.43\|5.33\|370990;2026-06-17\|5.31\|-1.30\|5.35\|5.40\|5.29\|343854;2026-06-18\|5.13\|-3.39\|5.29\|5.31\|5.12\|391322;2026-06-22\|5.41\|5.46\|5.12\|5.42\|5.10\|781202;2026-06-23\|5.47\|1.11\|5.41\|5.61\|5.38\|713202;2026-06-24\|5.31\|-2.92\|5.42\|5.53\|5.28\|588871;2026-06-25\|5.52\|3.95\|5.29\|5.64\|5.23\|878231;2026-06-26\|5.29\|-4.17\|5.48\|5.57\|5.29\|699803;2026-06-29\|5.38\|1.70\|5.29\|5.41\|5.26\|559611;2026-06-30\|5.32\|-1.12\|5.35\|5.46\|5.27\|434617;2026-07-01\|5.50\|3.38\|5.32\|5.55\|5.29\|792866;2026-07-02\|5.44\|-1.09\|5.49\|5.56\|5.41\|582117;2026-07-03\|5.46\|0.37\|5.45\|5.50\|5.40\|452727;2026-07-06\|5.50\|0.73\|5.50\|5.53\|5.45\|379401;2026-07-07\|5.39\|-2.00\|5.48\|5.49\|5.36\|384004;2026-07-08\|5.34\|-0.93\|5.37\|5.42\|5.31\|258700;2026-07-09\|5.37\|0.56\|5.35\|5.37\|5.26\|357359;2026-07-10\|5.30\|-1.30\|5.34\|5.36\|5.23\|328946

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