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
124724	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	订单需求饱满+数据中心+SOFC+山东国资 1、据2026年4月30日投资者关系活动记录表，公司一季度数据中心用发动机销售超500台，同比增逾240%，电力能源产品订单饱满，全年产能扩张明确。 2、据2026年4月30日投资者关系活动记录表，公司年内将批量落地SOFC产能，新一代金属支撑产品已与多家头部企业达成意向合作，卡位AI数据中心低碳电源。 3、据2025年年度报告，公司最终控制人为山东省国资委，2025年现金分红加回购占归母净利润65%，上市以来累计分红420亿元。	山东国资委旗下，国内发动机龙头；公司数据中心发电产品2025年销量同比激增259%，2026年一季度同比大增超2倍，市场对公司从柴油发动机向AI数据中心能源供应商的估值重构预期升温	2026-04-30\|31.20\|3.48\|30.90\|32.66\|30.81\|1696339;2026-05-06\|34.32\|10.00\|34.18\|34.32\|34.01\|1230508;2026-05-07\|35.00\|1.98\|35.71\|35.85\|34.24\|1803514;2026-05-08\|33.06\|-5.54\|34.31\|34.50\|32.88\|1451545;2026-05-11\|33.53\|1.42\|33.50\|33.85\|32.99\|1056211;2026-05-12\|32.70\|-2.48\|33.67\|33.76\|32.10\|1131098;2026-05-13\|34.34\|5.02\|32.01\|34.49\|31.76\|1394130;2026-05-14\|34.20\|-0.41\|35.20\|35.56\|34.20\|1231579;2026-05-15\|34.77\|1.67\|34.23\|35.64\|33.80\|1087488;2026-05-18\|33.30\|-4.23\|33.76\|33.89\|32.88\|1185861;2026-05-19\|33.15\|-0.45\|33.60\|33.75\|32.08\|938788;2026-05-20\|32.61\|-1.63\|33.08\|33.15\|31.45\|1198861;2026-05-21\|32.28\|-1.01\|33.26\|34.05\|32.25\|991015;2026-05-22\|34.01\|5.36\|32.80\|34.10\|32.79\|1004087;2026-05-25\|35.10\|3.20\|34.02\|35.26\|33.25\|881612;2026-05-26\|34.85\|-0.71\|35.06\|35.56\|34.40\|635335;2026-05-27\|34.50\|-1.00\|35.12\|35.87\|34.33\|715652;2026-05-28\|35.31\|2.35\|33.70\|35.50\|33.70\|949362;2026-05-29\|35.34\|0.09\|35.89\|36.34\|35.00\|1045408;2026-06-01\|33.70\|-4.64\|35.18\|35.70\|32.86\|1443625;2026-06-02\|32.22\|-4.39\|33.03\|33.33\|30.33\|2130784;2026-06-03\|32.27\|0.16\|32.75\|33.26\|31.81\|974383;2026-06-04\|33.74\|4.56\|32.29\|33.98\|31.75\|862090;2026-06-05\|31.12\|-7.77\|34.31\|34.38\|30.90\|1523092;2026-06-08\|29.98\|-3.66\|29.51\|30.47\|29.29\|1474577;2026-06-09\|30.35\|1.23\|30.49\|30.57\|29.40\|1003091;2026-06-10\|28.19\|-7.12\|29.43\|29.83\|27.40\|2386447;2026-06-11\|27.57\|-2.20\|27.72\|27.91\|27.03\|1447474;2026-06-12\|28.00\|1.56\|28.94\|29.08\|27.94\|1310314;2026-06-15\|29.38\|4.93\|28.56\|29.38\|28.21\|1241949;2026-06-16\|28.11\|-4.32\|29.18\|29.58\|27.74\|1244115;2026-06-17\|29.28\|4.16\|28.25\|29.93\|28.08\|1055221;2026-06-18\|30.09\|2.77\|29.66\|31.38\|29.50\|1324102;2026-06-22\|31.29\|3.99\|31.03\|32.20\|30.86\|1141946;2026-06-23\|30.06\|-3.93\|31.40\|32.06\|29.83\|945812;2026-06-24\|29.69\|-1.23\|29.79\|30.42\|29.50\|857045;2026-06-25\|28.97\|-2.43\|29.79\|31.29\|28.90\|1196229;2026-06-26\|27.95\|-3.52\|29.25\|29.50\|27.66\|1211368;2026-06-29\|26.19\|-6.30\|27.60\|27.87\|25.78\|1569532;2026-06-30\|27.25\|4.05\|26.63\|28.08\|26.50\|1329556;2026-07-01\|27.80\|2.02\|28.11\|29.00\|27.60\|970999;2026-07-02\|26.40\|-5.04\|27.03\|27.51\|26.23\|964298;2026-07-03\|28.14\|6.59\|26.47\|28.73\|26.21\|1269615;2026-07-06\|29.57\|5.08\|29.00\|30.59\|29.00\|1473886;2026-07-07\|29.72\|0.51\|29.31\|30.68\|29.31\|1206250;2026-07-08\|27.91\|-6.09\|29.13\|29.72\|27.81\|856444;2026-07-09\|27.84\|-0.25\|27.95\|28.35\|27.01\|792148;2026-07-10\|27.57\|-0.97\|28.03\|28.52\|27.40\|877155;2026-07-13\|26.60\|-3.52\|27.49\|27.68\|26.26\|925100;2026-07-14\|27.65\|3.95\|26.23\|27.65\|25.53\|1045525;2026-07-15\|26.45\|-4.34\|27.44\|27.80\|25.50\|1215727;2026-07-16\|25.66\|-2.99\|26.08\|26.49\|25.36\|889297;2026-07-17\|24.60\|-4.13\|25.33\|25.48\|24.03\|1225346;2026-07-20\|24.29\|-1.26\|24.83\|25.98\|23.80\|1142950;2026-07-21\|26.55\|9.30\|24.60\|26.65\|24.42\|1380272;2026-07-22\|26.85\|1.13\|27.05\|27.66\|26.59\|1023908;2026-07-23\|27.99\|4.25\|27.10\|28.08\|27.03\|1068374;2026-07-24\|27.62\|-1.32\|27.55\|28.06\|27.07\|653644;2026-07-27\|28.45\|3.01\|27.73\|28.45\|27.41\|813489;2026-07-28\|26.19\|-7.94\|27.60\|27.80\|26.11\|1080794;2026-07-29\|27.29\|4.20\|26.19\|27.59\|26.04\|1060293;2026-07-30\|25.96\|-4.87\|26.60\|26.88\|25.33\|1031806;2026-07-31\|27.95\|7.67\|27.55\|28.44\|27.55\|1284283;2026-08-03\|28.48\|1.90\|27.94\|29.35\|27.80\|1030336;2026-08-04\|28.64\|0.56\|28.50\|29.22\|28.26\|1032673;2026-08-05\|30.22\|5.52\|28.00\|30.53\|27.70\|989649;2026-08-06\|29.38\|-2.78\|29.80\|30.30\|29.07\|732712;2026-08-07\|30.15\|2.62\|29.45\|30.42\|29.34\|740355;2026-08-10\|32.08\|6.40\|30.33\|32.30\|30.15\|1144653;2026-08-11\|31.14\|-2.93\|32.00\|32.08\|30.99\|884863;2026-08-12\|31.31\|0.55\|31.10\|31.90\|30.61\|723960;2026-08-13\|30.10\|-2.71\|31.30\|31.99\|30.01\|920199;2026-08-14\|29.65\|-1.50\|30.00\|30.27\|29.40\|742151;2026-08-17\|30.81\|3.91\|29.85\|31.20\|29.12\|885856;2026-08-18\|30.51\|-0.97\|30.93\|31.57\|30.30\|596085;2026-08-19\|28.38\|-6.98\|29.69\|29.98\|28.16\|811248;2026-08-20\|28.30\|-0.28\|28.50\|28.68\|27.99\|544592;2026-08-21\|29.16\|3.04\|28.29\|29.21\|28.16\|525836;2026-08-24\|26.99\|-7.44\|29.00\|29.39\|26.40\|1111543;2026-08-25\|27.02\|0.11\|26.84\|27.55\|26.50\|821511;2026-08-26\|27.03\|0.04\|27.13\|27.49\|27.02\|697048;2026-08-27\|26.99\|-0.15\|26.99\|27.24\|26.02\|1212345;2026-08-28\|27.64\|2.41\|27.71\|28.06\|25.89\|2045129;2026-08-31\|27.17\|-1.70\|27.11\|27.50\|26.81\|981176;2026-09-01\|27.35\|0.66\|27.49\|27.95\|27.11\|860915;2026-09-02\|25.88\|-5.37\|27.10\|27.20\|25.84\|1054255;2026-09-03\|26.18\|1.16\|26.56\|26.65\|26.00\|756995;2026-09-04\|26.85\|2.56\|26.87\|27.56\|26.66\|984324;2026-09-07\|27.54\|2.57\|27.12\|27.74\|26.55\|908247;2026-09-08\|26.61\|-3.38\|27.46\|27.60\|26.45\|694339
124723	AI液冷需求已明确传导至上游设备端	液冷服务器+谷歌合作+英伟达产业链行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月21日年报，公司作为全链条液冷开创者，率先推出Coolinside全链条液冷解决方案，实现从冷板、CDU到冷源等“端到端”产品覆盖及“厂到场”交付，并展出了为Google定制开发的Deschutes 5的CDU产品。 2、据2026年4月21日投资者关系活动记录表，公司UQD和MQD产品已列入英伟达MGX生态合作伙伴，其冷板、快接头等产品已获主流算力芯片厂商及头部设备制造商认可并规模采购。 3、据2025年年度报告，公司2026年将发挥液冷技术“全链条、全场景、全生命周期”优势，持续拓展海外AI液冷算力市场，积极展开与全产业链主流客户的合作，实现业务规模落地。	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，为英伟达数据中心部件提供商之一	2026-04-30\|94.60\|0.11\|95.02\|96.38\|93.06\|292123;2026-05-06\|97.77\|3.35\|96.03\|100.40\|95.80\|509090;2026-05-07\|102.53\|4.87\|98.50\|103.50\|97.01\|587315;2026-05-08\|102.28\|-0.24\|101.00\|104.32\|99.01\|445573;2026-05-11\|102.16\|-0.12\|102.40\|103.00\|97.29\|599579;2026-05-12\|99.99\|-2.12\|102.16\|102.60\|99.58\|443211;2026-05-13\|106.38\|6.39\|99.00\|107.20\|97.80\|693245;2026-05-14\|102.20\|-3.93\|108.90\|111.29\|102.19\|540480;2026-05-15\|100.49\|-1.67\|104.00\|105.00\|99.63\|436866;2026-05-18\|102.12\|1.62\|100.51\|104.86\|99.11\|400614;2026-05-19\|102.40\|0.27\|101.01\|103.46\|97.00\|475088;2026-05-20\|108.41\|5.87\|101.00\|110.48\|99.00\|705894;2026-05-21\|100.53\|-7.27\|108.40\|109.45\|100.33\|670459;2026-05-22\|104.94\|4.39\|102.44\|106.35\|100.77\|401763;2026-05-25\|106.10\|1.11\|106.33\|106.33\|103.00\|411091;2026-05-26\|98.57\|-7.10\|106.00\|106.00\|96.35\|796747;2026-05-27\|95.02\|-3.60\|97.50\|99.34\|94.11\|475454;2026-05-28\|97.52\|2.63\|95.02\|97.78\|93.50\|406566;2026-05-29\|91.00\|-6.69\|97.52\|97.77\|88.02\|647705;2026-06-01\|66.06\|-5.45\|68.51\|70.59\|65.66\|653410;2026-06-02\|67.49\|2.16\|66.30\|68.00\|64.40\|514809;2026-06-03\|68.32\|1.23\|67.50\|70.92\|67.28\|652871;2026-06-04\|69.22\|1.32\|67.49\|69.89\|67.18\|475321;2026-06-05\|65.90\|-4.80\|68.60\|68.60\|65.58\|468850;2026-06-08\|63.38\|-3.82\|62.40\|65.80\|62.20\|402509;2026-06-09\|69.72\|10.00\|64.00\|69.72\|63.55\|678232;2026-06-10\|68.90\|-1.18\|70.88\|72.69\|68.25\|715816;2026-06-11\|67.14\|-2.55\|68.90\|69.50\|66.21\|386019;2026-06-12\|66.08\|-1.58\|68.50\|70.00\|66.08\|597179;2026-06-15\|70.53\|6.73\|67.30\|70.68\|66.27\|541686;2026-06-16\|73.19\|3.77\|70.56\|75.14\|70.41\|706865;2026-06-17\|74.62\|1.95\|72.00\|75.48\|72.00\|562031;2026-06-18\|74.37\|-0.34\|75.03\|76.13\|73.54\|553636;2026-06-22\|77.30\|3.94\|74.55\|77.50\|72.80\|861948;2026-06-23\|81.48\|5.41\|85.03\|85.03\|79.00\|1358566;2026-06-24\|82.86\|1.69\|79.00\|83.56\|76.88\|1052507;2026-06-25\|86.99\|4.98\|85.00\|89.69\|84.10\|1030943;2026-06-26\|82.57\|-5.08\|84.39\|85.58\|81.00\|760726;2026-06-29\|76.70\|-7.11\|80.91\|82.82\|75.20\|712064;2026-06-30\|79.56\|3.73\|75.68\|80.68\|74.49\|605399;2026-07-01\|74.73\|-6.07\|79.56\|80.49\|74.00\|633253;2026-07-02\|71.40\|-4.46\|72.00\|75.27\|69.80\|524778;2026-07-03\|71.43\|0.04\|71.38\|74.41\|70.50\|432840;2026-07-06\|74.06\|3.68\|71.01\|76.99\|71.00\|651907;2026-07-07\|71.29\|-3.74\|72.00\|76.88\|71.05\|505101;2026-07-08\|72.12\|1.16\|72.00\|74.79\|70.50\|544177;2026-07-09\|75.87\|5.20\|73.44\|76.55\|68.24\|745033;2026-07-10\|73.54\|-3.07\|74.87\|78.50\|73.38\|720017;2026-07-13\|66.98\|-8.92\|72.72\|74.81\|66.40\|582259;2026-07-14\|70.13\|4.70\|66.86\|71.59\|65.35\|543450;2026-07-15\|67.74\|-3.41\|70.00\|70.89\|67.02\|362258;2026-07-16\|67.86\|0.18\|66.50\|70.77\|64.00\|457153;2026-07-17\|61.57\|-9.27\|68.40\|68.85\|61.20\|524069;2026-07-20\|55.46\|-9.92\|62.80\|63.61\|55.41\|536081;2026-07-21\|59.99\|8.17\|56.00\|60.22\|50.00\|717765;2026-07-22\|60.51\|0.87\|59.00\|64.24\|58.69\|612347;2026-07-23\|61.11\|0.99\|61.65\|63.77\|60.15\|361401;2026-07-24\|58.70\|-3.94\|59.00\|60.77\|58.00\|255580;2026-07-27\|61.26\|4.36\|58.72\|61.38\|58.02\|311689;2026-07-28\|55.13\|-10.01\|59.16\|59.98\|55.13\|474362;2026-07-29\|52.39\|-4.97\|54.00\|54.34\|50.78\|389842;2026-07-30\|47.15\|-10.00\|51.03\|52.00\|47.15\|465155;2026-07-31\|47.45\|0.64\|49.60\|50.35\|47.33\|556102;2026-08-03\|46.45\|-2.11\|46.56\|48.20\|45.82\|381242;2026-08-04\|49.43\|6.42\|47.03\|49.90\|46.44\|466669;2026-08-05\|52.33\|5.87\|48.45\|53.00\|48.35\|544119;2026-08-06\|52.93\|1.15\|51.60\|53.83\|50.77\|400237;2026-08-07\|55.90\|5.61\|53.88\|56.00\|53.00\|527205;2026-08-10\|55.24\|-1.18\|56.00\|57.10\|54.30\|347196;2026-08-11\|54.68\|-1.01\|55.33\|55.83\|54.08\|265500;2026-08-12\|56.01\|2.43\|54.93\|57.29\|54.16\|395152;2026-08-13\|55.45\|-1.00\|56.82\|57.87\|55.37\|437344;2026-08-14\|57.09\|2.96\|56.12\|57.37\|56.01\|364903;2026-08-17\|58.69\|2.80\|57.65\|58.69\|56.45\|411856;2026-08-18\|57.57\|-1.91\|58.59\|58.88\|56.51\|368988;2026-08-19\|52.59\|-8.65\|55.75\|56.20\|52.10\|432998;2026-08-20\|52.93\|0.65\|53.44\|53.77\|51.82\|278559;2026-08-21\|54.12\|2.25\|52.92\|55.32\|52.52\|368507;2026-08-24\|54.75\|1.16\|55.60\|56.20\|52.53\|437550;2026-08-25\|60.23\|10.01\|53.54\|60.23\|53.01\|964759;2026-08-26\|62.07\|3.06\|63.05\|63.30\|60.50\|1149536;2026-08-27\|65.97\|6.28\|62.60\|66.00\|61.48\|1066286;2026-08-28\|64.48\|-2.26\|65.03\|66.54\|64.10\|829485;2026-08-31\|68.21\|5.78\|62.98\|68.66\|62.89\|916331;2026-09-01\|65.90\|-3.39\|67.61\|67.77\|65.81\|594593;2026-09-02\|66.23\|0.50\|64.51\|67.79\|64.48\|613965;2026-09-03\|68.49\|3.41\|66.98\|70.62\|65.50\|890428;2026-09-04\|63.91\|-6.69\|67.00\|67.77\|62.48\|822010;2026-09-07\|64.47\|0.88\|63.01\|65.71\|62.63\|551566;2026-09-08\|63.00\|-2.28\|64.50\|65.90\|62.42\|526464
124722	两大MLCC龙头发出涨价函	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-04-30\|85.70\|4.50\|82.56\|87.30\|82.00\|423332;2026-05-06\|85.00\|-0.82\|85.50\|86.99\|81.85\|420590;2026-05-07\|86.98\|2.33\|86.00\|88.65\|85.34\|367169;2026-05-08\|86.30\|-0.78\|84.50\|86.61\|83.70\|340803;2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356;2026-07-13\|111.80\|-12.00\|125.00\|125.95\|109.20\|1004155;2026-07-14\|121.88\|9.02\|111.49\|123.00\|110.12\|735364;2026-07-15\|114.60\|-5.97\|125.12\|125.67\|113.47\|526908;2026-07-16\|106.86\|-6.75\|110.67\|114.47\|105.60\|572328;2026-07-17\|99.01\|-7.35\|106.61\|107.54\|95.40\|767773;2026-07-20\|91.02\|-8.07\|102.84\|104.00\|87.80\|844034;2026-07-21\|107.54\|18.15\|95.50\|107.70\|86.03\|1018948;2026-07-22\|102.98\|-4.24\|107.61\|110.88\|101.00\|876500;2026-07-23\|105.55\|2.50\|107.17\|112.20\|104.62\|793028;2026-07-24\|100.84\|-4.46\|102.49\|103.60\|99.03\|522271;2026-07-27\|111.57\|10.64\|102.65\|113.38\|100.48\|739511;2026-07-28\|100.83\|-9.63\|107.29\|108.18\|99.68\|646126;2026-07-29\|108.89\|7.99\|102.85\|110.50\|102.85\|940891;2026-07-30\|105.30\|-3.30\|111.02\|113.98\|99.00\|1112755;2026-07-31\|111.68\|6.06\|121.00\|121.54\|111.51\|1049502;2026-08-03\|114.00\|2.08\|111.80\|116.10\|110.00\|723398;2026-08-04\|120.98\|6.12\|112.00\|124.10\|109.11\|791284;2026-08-05\|128.19\|5.96\|117.90\|134.43\|117.90\|782652;2026-08-06\|127.00\|-0.93\|124.00\|129.65\|120.80\|767691;2026-08-07\|127.39\|0.31\|124.59\|133.00\|120.33\|840247;2026-08-10\|126.90\|-0.38\|126.00\|130.00\|120.02\|802970;2026-08-11\|130.05\|2.48\|123.00\|137.77\|123.00\|902246;2026-08-12\|127.97\|-1.60\|126.99\|131.00\|124.10\|573458;2026-08-13\|128.40\|0.34\|131.81\|136.49\|128.06\|760982;2026-08-14\|129.09\|0.54\|132.52\|133.18\|125.91\|525593;2026-08-17\|130.15\|0.82\|127.80\|130.15\|124.44\|644536;2026-08-18\|123.99\|-4.73\|128.05\|133.15\|123.97\|725882;2026-08-19\|109.60\|-11.61\|117.87\|119.28\|108.69\|854569;2026-08-20\|111.51\|1.74\|110.70\|113.86\|109.67\|472150;2026-08-21\|113.90\|2.14\|111.01\|115.50\|109.64\|423051;2026-08-24\|108.94\|-4.35\|113.85\|114.84\|105.86\|514387;2026-08-25\|109.10\|0.15\|108.00\|110.76\|103.45\|376898;2026-08-26\|108.69\|-0.38\|109.17\|110.17\|106.30\|279079;2026-08-27\|112.48\|3.49\|110.01\|113.40\|108.58\|455586;2026-08-28\|112.24\|-0.21\|113.96\|118.11\|112.07\|615975;2026-08-31\|115.00\|2.46\|108.00\|115.00\|107.79\|496449;2026-09-01\|109.22\|-5.03\|114.00\|115.49\|108.15\|397060;2026-09-02\|107.87\|-1.24\|107.14\|109.42\|106.10\|333292;2026-09-03\|110.91\|2.82\|110.02\|113.95\|109.09\|422922;2026-09-04\|108.40\|-2.26\|113.51\|115.32\|107.25\|345887;2026-09-07\|114.92\|6.01\|110.35\|115.55\|110.00\|565058;2026-09-08\|115.17\|0.22\|114.93\|117.90\|113.41\|391048
124721		阴极铜龙头+新材料+中期票据行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年3月27日年报及2026年4月29日公告，公司是国内最大的阴极铜供应商，阴极铜产量超过200万吨/年，拥有完整一体化产业链；2026年一季度归母净利润28.18亿元，同比增长44.31%。 2、据2026年3月27日年报，公司特种铜合金导体、钼铼及其合金等新材料产品正加快工艺验证和中试熟化，加速融入低空经济、机器人等未来产业发展。 3、据2026年6月10日公告，公司发布2026年度第二期中期票据并购募集说明书，涉及并购融资安排。 4、据公司公告，公司最终控制人为江西省国有资产监督管理委员会，属于国有企业。	公司为国内最大铜精矿和铜加工厂商，预计上半年净利同比增80.86%至103.61%，报告期内，公司整体经营业绩同比实现较大幅度提升，主要是因为一方面依托公司精细化运营管理，深挖内部降本增效潜力，通过工艺技改、能源降耗等举措拓宽盈利空间，关键技术经济指标持续改善；另一方面核心产品市场价格同比走高，公司主动作为，抢抓产品价格上涨机遇，调整原料及产品结构，带动整体经营效益实现较大幅度提升	2026-04-30\|45.46\|-1.98\|46.05\|46.15\|44.91\|413751;2026-05-06\|46.93\|3.23\|45.60\|47.10\|45.28\|594253;2026-05-07\|47.60\|1.43\|47.45\|48.56\|46.94\|583553;2026-05-08\|48.76\|2.44\|47.00\|49.30\|46.51\|701111;2026-05-11\|48.27\|-1.00\|48.78\|48.78\|47.51\|642158;2026-05-12\|49.14\|1.80\|49.66\|50.37\|48.82\|830310;2026-05-13\|50.06\|1.87\|50.07\|50.89\|49.72\|740399;2026-05-14\|48.40\|-3.32\|49.81\|51.88\|48.39\|706381;2026-05-15\|46.37\|-4.19\|48.03\|48.10\|45.86\|589999;2026-05-18\|45.44\|-2.01\|44.78\|45.53\|44.20\|458871;2026-05-19\|44.12\|-2.90\|45.11\|45.19\|43.37\|382938;2026-05-20\|44.96\|1.90\|43.20\|45.64\|42.75\|563322;2026-05-21\|43.48\|-3.29\|45.56\|46.32\|43.43\|435985;2026-05-22\|45.28\|4.14\|43.60\|46.01\|43.19\|487025;2026-05-25\|45.03\|-0.55\|46.19\|46.34\|44.70\|396800;2026-05-26\|46.54\|3.35\|44.68\|46.80\|43.90\|595692;2026-05-27\|44.12\|-5.20\|46.53\|46.54\|43.93\|514472;2026-05-28\|43.47\|-1.47\|44.00\|44.00\|42.30\|353298;2026-05-29\|43.50\|0.07\|44.25\|45.20\|43.20\|481312;2026-06-01\|43.16\|-0.78\|43.52\|44.29\|43.05\|337888;2026-06-02\|47.48\|10.01\|44.00\|47.48\|44.00\|840926;2026-06-03\|48.02\|1.14\|48.50\|49.48\|47.43\|1014734;2026-06-04\|46.05\|-4.10\|47.06\|47.70\|45.82\|576324;2026-06-05\|44.36\|-3.67\|45.50\|47.28\|44.04\|642375;2026-06-08\|40.87\|-7.87\|41.95\|42.67\|40.41\|699964;2026-06-09\|41.36\|1.20\|41.41\|41.48\|39.90\|450717;2026-06-10\|40.49\|-2.10\|40.25\|40.90\|39.65\|380350;2026-06-11\|40.14\|-0.86\|40.00\|41.17\|39.59\|409497;2026-06-12\|43.05\|7.25\|41.25\|44.15\|41.11\|914270;2026-06-15\|47.36\|10.01\|44.30\|47.36\|44.00\|923206;2026-06-16\|46.50\|-1.82\|47.32\|48.30\|46.36\|792888;2026-06-17\|48.46\|4.22\|47.00\|48.75\|45.70\|704755;2026-06-18\|53.31\|10.01\|50.00\|53.31\|50.00\|1246057;2026-06-22\|54.86\|2.91\|52.87\|55.17\|50.47\|1604047;2026-06-23\|49.37\|-10.01\|54.00\|54.00\|49.37\|947491;2026-06-24\|47.33\|-4.13\|47.91\|48.49\|46.04\|952812;2026-06-25\|45.43\|-4.01\|45.68\|46.68\|44.89\|716811;2026-06-26\|42.39\|-6.69\|45.39\|46.08\|42.20\|767235;2026-06-29\|44.49\|4.95\|42.30\|44.94\|42.30\|666938;2026-06-30\|43.30\|-2.67\|43.51\|43.90\|42.55\|526664;2026-07-01\|42.78\|-1.20\|42.69\|43.65\|42.36\|526398;2026-07-02\|41.92\|-2.01\|42.99\|43.53\|41.49\|673587;2026-07-03\|43.28\|3.24\|43.35\|44.42\|43.08\|784459;2026-07-06\|41.94\|-3.10\|43.28\|44.79\|41.85\|626934;2026-07-07\|40.74\|-2.86\|41.11\|41.60\|40.60\|362075;2026-07-08\|39.85\|-2.18\|40.37\|40.85\|39.70\|344327;2026-07-09\|40.74\|2.23\|40.90\|41.50\|38.61\|610346;2026-07-10\|42.89\|5.28\|41.29\|43.96\|40.77\|774930;2026-07-13\|40.00\|-6.74\|41.49\|41.49\|40.00\|510548;2026-07-14\|43.85\|9.62\|39.90\|43.91\|39.55\|844400;2026-07-15\|42.28\|-3.58\|43.80\|43.80\|42.03\|542400;2026-07-16\|42.11\|-0.40\|41.28\|43.18\|41.01\|490676;2026-07-17\|39.03\|-5.97\|40.50\|40.68\|38.68\|584734;2026-07-20\|38.62\|-1.05\|39.03\|39.39\|37.46\|523315;2026-07-21\|40.80\|5.64\|39.20\|40.88\|38.80\|585580;2026-07-22\|43.05\|5.51\|41.71\|44.42\|41.71\|985183;2026-07-23\|45.06\|4.67\|43.48\|45.85\|42.51\|912118;2026-07-24\|42.50\|-5.68\|42.73\|43.94\|42.37\|596275;2026-07-27\|43.20\|1.65\|43.20\|43.40\|42.16\|383723;2026-07-28\|42.55\|-1.50\|41.99\|42.99\|41.81\|297282;2026-07-29\|42.85\|0.71\|42.35\|43.28\|41.82\|392750;2026-07-30\|42.14\|-1.66\|43.06\|43.63\|41.70\|408707;2026-07-31\|43.28\|2.71\|43.14\|44.24\|42.72\|551653;2026-08-03\|42.99\|-0.67\|43.49\|43.49\|42.19\|441212;2026-08-04\|44.00\|2.35\|42.99\|44.26\|42.51\|533623;2026-08-05\|46.63\|5.98\|44.55\|46.86\|44.02\|861734;2026-08-06\|46.25\|-0.81\|47.75\|47.85\|45.71\|779235;2026-08-07\|49.58\|7.20\|46.81\|49.98\|46.81\|955324;2026-08-10\|48.74\|-1.69\|49.00\|49.44\|47.80\|753619;2026-08-11\|46.20\|-5.21\|48.83\|49.77\|46.08\|912616;2026-08-12\|46.47\|0.58\|45.88\|47.32\|45.88\|461447;2026-08-13\|44.36\|-4.54\|46.09\|46.94\|44.23\|717046;2026-08-14\|44.61\|0.56\|44.06\|45.13\|43.78\|401003;2026-08-17\|47.72\|6.97\|46.15\|47.74\|45.71\|751705;2026-08-18\|46.60\|-2.35\|46.50\|46.94\|45.86\|566540;2026-08-19\|44.02\|-5.54\|45.01\|45.42\|43.86\|549774;2026-08-20\|44.57\|1.25\|45.30\|46.11\|44.28\|522571;2026-08-21\|45.86\|2.89\|44.86\|46.09\|44.50\|457050;2026-08-24\|45.95\|0.20\|46.73\|46.99\|45.01\|634924;2026-08-25\|44.15\|-3.92\|45.77\|45.77\|43.59\|542380;2026-08-26\|48.57\|10.01\|44.96\|48.57\|44.96\|874585;2026-08-27\|49.20\|1.30\|47.65\|49.47\|47.62\|1260278;2026-08-28\|49.01\|-0.39\|49.62\|49.77\|48.31\|704380;2026-08-31\|48.40\|-1.24\|47.47\|48.46\|46.47\|665248;2026-09-01\|48.08\|-0.66\|49.20\|49.85\|48.00\|729182;2026-09-02\|46.55\|-3.18\|46.70\|47.36\|45.72\|639226;2026-09-03\|46.88\|0.71\|47.00\|47.42\|46.40\|408043;2026-09-04\|45.86\|-2.18\|47.61\|47.77\|45.61\|493280;2026-09-07\|46.02\|0.35\|45.86\|46.19\|45.16\|399128;2026-09-08\|48.53\|5.45\|47.38\|49.41\|47.03\|1153881
124720		玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	1、公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。 2、由公司投建的中国首条第8.6代AMOLED生产线在成都高新区正式实现量产。该生产线总投资630亿元，设计产能为每月3.2万片玻璃基板，是四川省汽今投资体量最大的单体工业项目。	2026-04-30\|4.08\|-2.16\|4.13\|4.18\|4.08\|7454049;2026-05-06\|4.18\|2.45\|4.11\|4.22\|4.09\|8280385;2026-05-07\|4.21\|0.72\|4.20\|4.25\|4.16\|6650426;2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31758704;2026-07-14\|7.02\|2.78\|6.90\|7.17\|6.66\|29367326;2026-07-15\|6.38\|-9.12\|6.97\|6.97\|6.35\|30112728;2026-07-16\|6.05\|-5.17\|6.25\|6.39\|5.99\|26076559;2026-07-17\|6.07\|0.33\|6.09\|6.22\|5.88\|29568189;2026-07-20\|5.79\|-4.61\|6.15\|6.20\|5.62\|26813210;2026-07-21\|6.31\|8.98\|5.83\|6.36\|5.62\|32003979;2026-07-22\|6.04\|-4.28\|6.18\|6.38\|5.97\|24804252;2026-07-23\|6.06\|0.33\|6.07\|6.14\|5.95\|15753045;2026-07-24\|5.79\|-4.46\|5.92\|6.01\|5.78\|15536425;2026-07-27\|5.97\|3.11\|5.76\|5.97\|5.61\|16274775;2026-07-28\|5.58\|-6.53\|5.80\|5.89\|5.54\|17194932;2026-07-29\|5.71\|2.33\|5.67\|5.77\|5.54\|17218698;2026-07-30\|5.36\|-6.13\|5.63\|5.69\|5.29\|21987199;2026-07-31\|5.51\|2.80\|5.69\|5.72\|5.51\|20659173;2026-08-03\|5.42\|-1.63\|5.44\|5.53\|5.37\|12656172;2026-08-04\|5.63\|3.87\|5.46\|5.66\|5.43\|17534731;2026-08-05\|5.97\|6.04\|5.59\|6.03\|5.58\|25060238;2026-08-06\|5.96\|-0.17\|5.84\|6.08\|5.78\|18714113;2026-08-07\|6.07\|1.85\|5.97\|6.17\|5.86\|21206365;2026-08-10\|5.89\|-2.97\|6.08\|6.10\|5.81\|17777610;2026-08-11\|5.91\|0.34\|5.82\|6.04\|5.79\|13599559;2026-08-12\|5.93\|0.34\|5.88\|5.95\|5.84\|11603477;2026-08-13\|5.86\|-1.18\|6.00\|6.05\|5.85\|14950794;2026-08-14\|5.81\|-0.85\|5.93\|5.94\|5.71\|12589567;2026-08-17\|6.08\|4.65\|5.85\|6.08\|5.77\|21923586;2026-08-18\|6.47\|6.41\|6.09\|6.48\|6.09\|32425845;2026-08-19\|6.01\|-7.11\|6.20\|6.41\|5.93\|26473154;2026-08-20\|5.90\|-1.83\|6.07\|6.09\|5.87\|15278488;2026-08-21\|6.00\|1.69\|5.88\|6.05\|5.79\|13131308;2026-08-24\|5.75\|-4.17\|5.99\|5.99\|5.68\|14437855;2026-08-25\|5.74\|-0.17\|5.65\|5.79\|5.53\|10082392;2026-08-26\|5.72\|-0.35\|5.75\|5.78\|5.69\|8009002;2026-08-27\|5.94\|3.85\|5.75\|5.95\|5.74\|13588147;2026-08-28\|5.92\|-0.34\|5.90\|5.98\|5.86\|10338636;2026-08-31\|6.01\|1.52\|5.79\|6.02\|5.75\|13783033;2026-09-01\|5.91\|-1.66\|6.01\|6.01\|5.89\|9818392;2026-09-02\|5.79\|-2.03\|5.83\|5.84\|5.78\|8092266;2026-09-03\|5.71\|-1.38\|5.83\|5.84\|5.66\|8813273;2026-09-04\|5.61\|-1.75\|5.74\|5.77\|5.58\|9559233;2026-09-07\|5.68\|1.25\|5.66\|5.72\|5.61\|9175169;2026-09-08\|5.56\|-2.11\|5.65\|5.66\|5.55\|9572334
124719		VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，预计上半年净利润同比增141%，业绩增长的主要原因包括国际油运市场景气上行，全球合规油运市场供需偏紧，行业集中度提高，以及地缘政治风险推升运价	2026-04-30\|21.59\|-0.69\|21.33\|21.75\|20.90\|547844;2026-05-06\|22.32\|3.38\|22.00\|22.48\|21.01\|1050790;2026-05-07\|22.69\|1.66\|22.20\|23.62\|22.11\|1009106;2026-05-08\|23.42\|3.22\|22.25\|23.66\|22.25\|1027486;2026-05-11\|22.38\|-4.44\|23.00\|23.00\|21.74\|888746;2026-05-12\|22.15\|-1.03\|22.22\|22.90\|22.05\|473653;2026-05-13\|22.45\|1.35\|22.05\|22.82\|22.05\|531678;2026-05-14\|22.81\|1.60\|22.10\|23.46\|21.81\|897153;2026-05-15\|21.87\|-4.12\|22.60\|23.00\|21.62\|617325;2026-05-18\|21.48\|-1.78\|21.41\|21.70\|20.82\|524196;2026-05-19\|21.69\|0.98\|21.80\|22.22\|21.46\|442408;2026-05-20\|22.64\|4.38\|21.49\|22.80\|21.49\|575624;2026-05-21\|22.62\|-0.09\|22.63\|23.85\|22.47\|811558;2026-05-22\|22.80\|0.80\|23.20\|23.20\|22.26\|599608;2026-05-25\|21.88\|-4.04\|23.10\|23.99\|21.83\|978163;2026-05-26\|21.23\|-2.97\|21.57\|22.00\|20.62\|767966;2026-05-27\|20.30\|-4.38\|21.16\|21.38\|20.00\|700519;2026-05-28\|19.85\|-2.22\|20.10\|20.29\|19.74\|503465;2026-05-29\|19.48\|-1.86\|19.64\|19.95\|19.25\|670406;2026-06-01\|18.80\|-3.49\|19.66\|19.68\|18.68\|645040;2026-06-02\|18.55\|-1.33\|18.98\|19.00\|18.15\|678512;2026-06-03\|17.94\|-3.29\|18.44\|18.50\|17.75\|681441;2026-06-04\|17.70\|-1.34\|17.90\|18.20\|17.59\|609975;2026-06-05\|17.59\|-0.62\|17.99\|18.00\|17.29\|590650;2026-06-08\|16.75\|-4.78\|17.51\|17.75\|16.72\|612500;2026-06-09\|16.81\|0.36\|16.92\|17.01\|16.43\|519300;2026-06-10\|16.58\|-1.37\|16.81\|17.41\|16.37\|544143;2026-06-11\|16.65\|0.42\|16.75\|16.85\|15.99\|552432;2026-06-12\|17.50\|5.11\|16.93\|17.88\|16.93\|1089144;2026-06-15\|19.25\|10.00\|19.25\|19.25\|19.25\|171829;2026-06-16\|17.90\|-7.01\|19.77\|19.97\|17.50\|1798831;2026-06-17\|19.69\|10.00\|18.10\|19.69\|18.00\|1067794;2026-06-18\|19.30\|-1.98\|19.90\|20.10\|18.88\|1281214;2026-06-22\|20.44\|5.91\|19.15\|20.63\|18.55\|1397919;2026-06-23\|20.75\|1.52\|20.62\|21.55\|20.52\|1202664;2026-06-24\|22.83\|10.02\|21.41\|22.83\|21.22\|1264017;2026-06-25\|21.78\|-4.60\|22.51\|22.75\|21.60\|1663381;2026-06-26\|19.96\|-8.36\|20.80\|20.95\|19.73\|1073491;2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152;2026-07-13\|15.36\|-2.60\|16.00\|16.15\|15.20\|621155;2026-07-14\|15.28\|-0.52\|15.21\|15.28\|14.67\|715581;2026-07-15\|15.83\|3.60\|15.28\|16.33\|15.28\|805554;2026-07-16\|14.94\|-5.62\|15.55\|15.63\|14.80\|636168;2026-07-17\|14.21\|-2.40\|14.53\|14.68\|14.06\|571802;2026-07-20\|14.52\|2.18\|14.41\|14.86\|14.23\|761040;2026-07-21\|14.88\|2.48\|14.65\|14.89\|14.15\|734105;2026-07-22\|15.66\|5.24\|15.06\|15.84\|15.06\|879603;2026-07-23\|16.01\|2.23\|15.84\|16.03\|15.20\|659779;2026-07-24\|15.55\|-2.87\|16.12\|16.40\|15.34\|773587;2026-07-27\|15.94\|2.51\|15.52\|16.04\|15.30\|650073;2026-07-28\|15.77\|-1.07\|15.61\|15.87\|15.41\|452846;2026-07-29\|16.12\|2.22\|15.77\|16.32\|15.61\|570256;2026-07-30\|16.85\|4.53\|16.13\|17.40\|16.13\|847866;2026-07-31\|16.87\|0.12\|16.25\|16.98\|16.24\|547867;2026-08-03\|17.01\|0.83\|16.88\|17.10\|16.38\|523434;2026-08-04\|16.85\|-0.94\|17.00\|17.48\|16.75\|584744;2026-08-05\|17.87\|6.05\|16.80\|17.99\|16.30\|830321;2026-08-06\|17.46\|-2.29\|17.61\|17.89\|17.13\|622528;2026-08-07\|17.70\|1.37\|17.80\|17.88\|17.56\|449589;2026-08-10\|17.66\|-0.23\|17.55\|17.92\|17.31\|394876;2026-08-11\|16.30\|-7.70\|17.54\|17.75\|16.29\|964558;2026-08-12\|16.74\|2.70\|16.34\|16.83\|16.31\|481811;2026-08-13\|16.75\|0.06\|16.94\|17.11\|16.66\|332627;2026-08-14\|16.70\|-0.30\|16.99\|17.03\|16.45\|314409;2026-08-17\|17.70\|5.99\|16.87\|17.75\|16.75\|569443;2026-08-18\|18.00\|1.69\|17.82\|18.15\|17.65\|429233;2026-08-19\|18.32\|1.78\|18.30\|18.83\|17.92\|886388;2026-08-20\|18.31\|-0.05\|18.50\|19.23\|18.20\|907717;2026-08-21\|19.58\|6.94\|18.46\|19.69\|18.42\|1119158;2026-08-24\|19.14\|-2.25\|19.57\|19.85\|19.10\|843483;2026-08-25\|19.04\|-0.52\|19.37\|19.43\|18.73\|570147;2026-08-26\|18.57\|-2.47\|18.60\|19.15\|18.47\|549616;2026-08-27\|18.61\|0.22\|18.13\|18.70\|18.08\|499200;2026-08-28\|18.81\|1.07\|18.98\|19.10\|18.62\|455298;2026-08-31\|19.22\|2.18\|18.99\|19.35\|18.38\|749288;2026-09-01\|19.07\|-0.78\|18.96\|19.48\|18.79\|543352;2026-09-02\|18.69\|-1.99\|19.34\|19.34\|18.58\|497255;2026-09-03\|20.33\|8.77\|18.90\|20.56\|18.90\|1157180;2026-09-04\|20.34\|0.05\|20.50\|21.18\|20.20\|905509;2026-09-07\|19.75\|-2.90\|20.97\|21.05\|19.68\|684962;2026-09-08\|20.23\|2.43\|19.95\|20.45\|19.73\|582584
124718	现货黄金日内涨2%，现货白银日内涨幅达3%	涨停揭秘：美伊停火提振金价叠加280亿元海外黄金资产收购推进，公司黄金储量与产量双升逻辑强化；涨停缘由：美伊两周停火推动黄金突破4850美元/盎司；央行购金+地缘风险未完全解除支撑金价中枢上移；公司拟280亿元收购海外优质金矿，资源储备再跃升；资金逻辑：外资与内资共同加仓黄金核心资产，紫金矿业作为A+H黄金龙头具备全球定价权与成长确定性，量能持续放大显示主力介入；风险提示：海外并购存在监管审批与整合风险，金价高位回调将压制估值弹性	公司预计上半年净利润同比增长68%，报告期内，紫金黄金国际2025年收购的阿基姆金矿与瑞果多金矿持续释放增量；巨龙铜矿产量稳步提升；公司锂板块业务推进顺利；安徽沙坪沟钼矿选矿项目已于2026年6月中旬开工建设，建成达产后，年均产钼约2.21万吨	2026-04-30\|33.30\|-2.46\|33.70\|34.02\|33.08\|2403899;2026-05-06\|34.21\|2.73\|33.50\|34.38\|33.21\|3990720;2026-05-07\|34.46\|0.73\|34.84\|35.17\|34.12\|3360414;2026-05-08\|34.80\|0.99\|34.02\|35.00\|33.84\|3012482;2026-05-11\|34.27\|-1.52\|34.55\|34.72\|33.85\|3037097;2026-05-12\|34.58\|0.90\|34.96\|35.33\|34.50\|4169460;2026-05-13\|34.66\|0.23\|35.10\|35.25\|34.45\|3224803;2026-05-14\|33.52\|-3.29\|34.49\|34.76\|33.50\|2769481;2026-05-15\|31.84\|-5.01\|32.99\|33.00\|31.50\|4482822;2026-05-18\|31.30\|-1.70\|30.90\|31.37\|30.71\|2887987;2026-05-19\|31.16\|-0.45\|31.30\|31.39\|30.64\|1808601;2026-05-20\|30.39\|-2.47\|30.53\|30.64\|29.92\|3144897;2026-05-21\|29.99\|-1.32\|30.91\|31.25\|29.93\|2956155;2026-05-22\|30.96\|3.23\|30.16\|31.14\|29.88\|2681039;2026-05-25\|31.35\|1.26\|31.64\|32.00\|31.09\|2840462;2026-05-26\|32.90\|4.94\|31.16\|32.98\|31.02\|4437216;2026-05-27\|31.62\|-3.89\|32.58\|32.89\|31.53\|2616966;2026-05-28\|30.71\|-2.88\|31.00\|31.20\|30.08\|3109909;2026-05-29\|30.44\|-0.88\|31.32\|31.38\|30.18\|2610250;2026-06-01\|30.19\|-0.82\|30.22\|30.70\|30.12\|1751622;2026-06-02\|31.58\|4.60\|30.36\|31.74\|30.12\|3333214;2026-06-03\|31.27\|-0.98\|31.01\|31.82\|30.95\|2529803;2026-06-04\|30.34\|-2.97\|30.90\|30.95\|30.22\|2062166;2026-06-05\|29.63\|-2.34\|30.30\|30.85\|29.53\|2716213;2026-06-08\|28.05\|-5.33\|28.28\|28.73\|27.58\|3775320;2026-06-09\|28.47\|1.50\|28.14\|28.53\|27.60\|2513161;2026-06-10\|27.70\|-2.70\|27.60\|28.00\|27.20\|3044088;2026-06-11\|27.33\|-1.34\|27.20\|27.69\|26.80\|3231431;2026-06-12\|29.09\|6.44\|28.09\|29.76\|27.81\|5098539;2026-06-15\|31.31\|7.63\|30.54\|31.35\|30.40\|5714756;2026-06-16\|30.29\|-3.26\|31.00\|31.10\|30.20\|2922715;2026-06-17\|30.43\|0.46\|30.50\|30.95\|30.12\|2229817;2026-06-18\|29.69\|-2.43\|29.96\|30.98\|29.28\|3620675;2026-06-22\|30.44\|2.53\|29.25\|30.50\|28.55\|3918476;2026-06-23\|27.75\|-8.84\|29.95\|30.00\|27.64\|4947402;2026-06-24\|27.65\|-0.36\|27.41\|27.97\|27.33\|2846096;2026-06-25\|25.92\|-6.26\|26.51\|26.76\|25.73\|5760700;2026-06-26\|25.10\|-1.72\|25.90\|25.90\|24.86\|3528208;2026-06-29\|25.79\|2.75\|25.35\|25.96\|24.98\|3232927;2026-06-30\|25.14\|-2.52\|25.05\|25.26\|24.70\|3107057;2026-07-01\|25.11\|-0.12\|24.85\|25.55\|24.42\|3389084;2026-07-02\|26.30\|4.74\|25.61\|26.96\|25.52\|5067417;2026-07-03\|27.82\|5.78\|27.50\|28.30\|27.41\|5386520;2026-07-06\|28.28\|1.65\|27.64\|29.19\|27.62\|3700913;2026-07-07\|27.62\|-2.33\|27.80\|28.11\|27.43\|2235422;2026-07-08\|27.36\|-0.94\|27.12\|28.03\|26.80\|1969818;2026-07-09\|27.62\|0.95\|26.82\|27.70\|26.55\|2514997;2026-07-10\|27.72\|0.36\|28.00\|28.45\|27.08\|2657100;2026-07-13\|27.36\|-1.30\|27.23\|27.63\|26.74\|2130238;2026-07-14\|29.06\|6.21\|26.88\|29.29\|26.75\|3803205;2026-07-15\|28.83\|-0.79\|29.06\|29.34\|28.56\|2683491;2026-07-16\|29.25\|1.46\|28.82\|29.59\|28.79\|2654390;2026-07-17\|28.36\|-3.04\|28.65\|28.82\|27.92\|2904169;2026-07-20\|29.35\|3.49\|28.36\|29.45\|28.29\|2757682;2026-07-21\|30.21\|2.93\|29.95\|30.33\|29.13\|3426670;2026-07-22\|32.20\|6.59\|30.81\|32.79\|30.81\|5261658;2026-07-23\|33.06\|2.67\|32.52\|33.68\|31.92\|4394476;2026-07-24\|31.51\|-4.69\|31.74\|32.09\|30.97\|4010393;2026-07-27\|31.77\|0.83\|32.45\|32.45\|31.13\|2316589;2026-07-28\|31.69\|-0.25\|31.20\|31.80\|31.03\|1870630;2026-07-29\|32.15\|1.45\|31.94\|32.29\|31.18\|2156163;2026-07-30\|32.70\|1.71\|32.63\|33.18\|32.01\|2842980;2026-07-31\|32.95\|0.76\|32.38\|33.48\|32.27\|2842479;2026-08-03\|32.55\|-1.21\|32.70\|32.94\|31.69\|2195419;2026-08-04\|32.12\|-1.32\|32.45\|32.85\|31.85\|2066598;2026-08-05\|34.10\|6.16\|32.39\|34.22\|32.38\|4306669;2026-08-06\|34.50\|1.17\|35.38\|35.80\|34.15\|4026674;2026-08-07\|35.15\|1.88\|34.09\|35.34\|34.06\|2747124;2026-08-10\|35.45\|0.85\|35.18\|35.60\|34.71\|2736505;2026-08-11\|33.18\|-6.40\|35.66\|35.77\|33.11\|4475415;2026-08-12\|33.58\|1.21\|33.19\|34.08\|33.18\|2044842;2026-08-13\|32.21\|-4.08\|33.58\|33.84\|32.11\|3309070;2026-08-14\|32.53\|0.99\|31.80\|32.66\|31.75\|1943765;2026-08-17\|33.36\|2.55\|33.33\|33.65\|33.01\|1971968;2026-08-18\|33.56\|0.60\|33.36\|33.58\|32.87\|1845214;2026-08-19\|32.76\|-2.38\|32.50\|33.28\|32.35\|1898576;2026-08-20\|34.25\|4.55\|34.00\|35.08\|33.87\|4115787;2026-08-21\|34.74\|2.69\|34.25\|34.87\|33.60\|3007017;2026-08-24\|34.54\|-0.58\|35.40\|35.47\|34.16\|3376482;2026-08-25\|33.68\|-2.49\|34.70\|34.70\|33.40\|2515654;2026-08-26\|34.47\|2.35\|33.70\|35.35\|33.70\|3142352;2026-08-27\|34.57\|0.29\|33.80\|34.86\|33.79\|2314388;2026-08-28\|34.65\|0.23\|34.50\|34.67\|33.70\|1997115;2026-08-31\|33.67\|-2.83\|33.00\|33.75\|32.60\|2966399;2026-09-01\|33.73\|0.18\|33.67\|34.19\|33.49\|1591142;2026-09-02\|32.95\|-2.31\|32.89\|33.23\|32.19\|2372155;2026-09-03\|33.31\|1.09\|33.25\|33.66\|32.95\|1695898;2026-09-04\|33.35\|0.12\|33.85\|34.05\|33.07\|1769341;2026-09-07\|32.87\|-1.44\|32.70\|33.22\|32.61\|1495597;2026-09-08\|33.86\|3.01\|33.44\|34.14\|33.24\|2502415
124717	“易中天”集体回应“美国光模块禁令”		1、全资子公司蓝思光电完成对空芯光纤企业同昇光电控股权的战略收购，正式切入光通信及AI算力硬件赛道，打通高端光电元器件全产业链； 2、公司此前将TGV玻璃基板、HDD玻璃硬盘作为重点研发方向，并作为主要起草单位参与了《3D封装玻璃通孔（TGV）工艺技术规范》团体标准的制定	2026-04-30\|25.69\|-0.50\|25.72\|25.85\|25.34\|499004;2026-05-06\|26.62\|3.62\|25.90\|26.88\|25.90\|902711;2026-05-07\|27.62\|3.76\|26.99\|27.80\|26.61\|971375;2026-05-08\|28.55\|3.37\|27.40\|28.75\|27.16\|1230763;2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944;2026-07-27\|36.63\|-1.85\|36.95\|37.44\|34.60\|1765997;2026-07-28\|33.86\|-7.56\|35.01\|36.10\|33.49\|1255094;2026-07-29\|33.39\|-1.39\|33.80\|34.27\|31.86\|1169945;2026-07-30\|30.83\|-7.67\|32.78\|33.49\|30.80\|1220529;2026-07-31\|31.58\|2.43\|33.12\|33.69\|31.57\|1291061;2026-08-03\|31.57\|-0.03\|31.38\|32.10\|30.98\|734406;2026-08-04\|32.95\|4.37\|32.00\|33.20\|31.58\|1020226;2026-08-05\|35.09\|6.49\|32.80\|35.67\|32.58\|1490791;2026-08-06\|34.82\|-0.77\|34.30\|35.58\|34.24\|1099273;2026-08-07\|35.90\|3.10\|35.10\|36.80\|35.00\|1439688;2026-08-10\|34.89\|-2.81\|36.20\|36.50\|34.23\|968702;2026-08-11\|34.60\|-0.83\|34.50\|35.19\|33.92\|755483;2026-08-12\|35.25\|1.88\|34.49\|35.59\|34.19\|773027;2026-08-13\|34.65\|-1.70\|35.62\|36.05\|34.64\|885430;2026-08-14\|35.74\|3.15\|35.16\|35.85\|34.72\|938790;2026-08-17\|36.99\|3.50\|35.60\|36.99\|35.22\|1204111;2026-08-18\|39.12\|5.76\|36.98\|39.22\|36.67\|1854521;2026-08-19\|36.15\|-7.59\|37.76\|38.35\|35.89\|1483985;2026-08-20\|37.98\|5.06\|36.80\|38.35\|36.36\|1387413;2026-08-21\|37.19\|-2.08\|37.30\|37.80\|36.47\|1029227;2026-08-24\|37.95\|2.04\|37.31\|38.10\|36.52\|1218741;2026-08-25\|37.90\|-0.13\|37.49\|39.00\|35.79\|1309981;2026-08-26\|39.02\|2.96\|37.91\|39.60\|37.91\|1273314;2026-08-27\|39.05\|0.08\|39.08\|39.27\|38.38\|1067287;2026-08-28\|38.23\|-2.10\|39.06\|40.09\|38.19\|1219966;2026-08-31\|38.93\|1.83\|37.08\|39.10\|36.89\|950719;2026-09-01\|37.30\|-4.19\|38.90\|38.90\|37.24\|866180;2026-09-02\|36.91\|-1.05\|37.00\|37.82\|36.78\|626182;2026-09-03\|35.87\|-2.82\|37.14\|37.46\|35.21\|964614;2026-09-04\|35.14\|-2.04\|36.20\|36.83\|34.79\|755282;2026-09-07\|35.78\|1.82\|35.30\|36.11\|35.15\|633516;2026-09-08\|34.60\|-3.30\|35.76\|35.76\|34.51\|742587
124716		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；上半年净利润预计增长78.76%~90.29%，业绩增长主要系铜产品量价齐升、钼铁产品价格显著走高，以及巴西金矿业务并表所致	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;2026-07-13\|16.86\|-3.66\|17.24\|17.24\|16.77\|1926366;2026-07-14\|18.21\|8.01\|16.80\|18.34\|16.62\|3135926;2026-07-15\|17.91\|-1.65\|18.22\|18.46\|17.78\|2548141;2026-07-16\|18.20\|1.62\|17.78\|18.58\|17.72\|2563253;2026-07-17\|17.41\|-4.34\|17.84\|17.90\|17.19\|2136253;2026-07-20\|17.99\|3.33\|17.70\|18.19\|17.41\|2592480;2026-07-21\|18.68\|3.84\|18.40\|18.83\|17.80\|3248796;2026-07-22\|19.61\|4.98\|19.00\|20.33\|18.90\|4659129;2026-07-23\|20.03\|2.14\|19.80\|20.59\|19.30\|3604889;2026-07-24\|19.04\|-4.94\|19.25\|19.80\|18.72\|2733613;2026-07-27\|19.36\|1.68\|19.58\|19.58\|18.82\|1887965;2026-07-28\|19.00\|-1.86\|18.86\|19.18\|18.59\|1683563;2026-07-29\|19.08\|0.42\|19.02\|19.33\|18.48\|1877961;2026-07-30\|18.96\|-0.63\|19.10\|19.38\|18.53\|1857062;2026-07-31\|19.52\|2.95\|19.20\|19.71\|19.09\|2289153;2026-08-03\|19.18\|-1.74\|19.51\|19.52\|18.95\|1600831;2026-08-04\|19.19\|0.05\|19.18\|19.33\|18.76\|1845298;2026-08-05\|20.47\|6.67\|19.42\|20.58\|19.26\|3904606;2026-08-06\|20.37\|-0.49\|21.00\|21.17\|20.23\|3241311;2026-08-07\|20.83\|2.26\|20.55\|20.99\|20.21\|2747545;2026-08-10\|20.75\|-0.38\|20.86\|21.10\|20.32\|2529300;2026-08-11\|19.13\|-7.81\|20.77\|21.03\|19.11\|4045819;2026-08-12\|19.00\|-0.68\|19.01\|19.54\|18.90\|2506146;2026-08-13\|18.41\|-3.11\|19.00\|19.13\|18.30\|2968969;2026-08-14\|18.44\|0.16\|18.21\|18.54\|18.16\|1595215;2026-08-17\|19.13\|3.74\|18.80\|19.14\|18.72\|2244775;2026-08-18\|18.82\|-1.62\|18.80\|19.08\|18.60\|1888058;2026-08-19\|18.00\|-4.36\|18.30\|18.33\|17.91\|2378187;2026-08-20\|18.27\|1.50\|18.48\|18.95\|18.13\|2214630;2026-08-21\|18.62\|1.92\|18.39\|18.73\|18.19\|1758049;2026-08-24\|18.99\|1.99\|19.00\|19.35\|18.72\|3001068;2026-08-25\|18.42\|-3.00\|18.80\|18.94\|18.18\|1863339;2026-08-26\|19.59\|6.35\|18.56\|19.99\|18.56\|4669119;2026-08-27\|19.51\|-0.41\|19.23\|19.63\|19.15\|2584209;2026-08-28\|19.51\|0.00\|19.50\|19.73\|19.11\|1869022;2026-08-31\|19.06\|-2.31\|18.88\|19.10\|18.45\|1993803;2026-09-01\|19.06\|0.00\|19.12\|19.44\|18.98\|1600451;2026-09-02\|18.46\|-3.15\|18.60\|18.64\|18.23\|2060298;2026-09-03\|18.61\|0.81\|18.63\|18.76\|18.50\|1209221;2026-09-04\|18.48\|-0.70\|18.88\|18.99\|18.37\|1366748;2026-09-07\|18.37\|-0.60\|18.35\|18.55\|18.27\|1159848;2026-09-08\|18.94\|3.10\|18.80\|19.10\|18.76\|2448395
124715	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108
124714	“易中天”集体回应“美国光模块禁令”	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328
124713	现货黄金日内涨2%，现货白银日内涨幅达3%		黄金矿产龙头	2026-04-30\|34.38\|-2.88\|34.55\|35.03\|33.90\|776545;2026-05-06\|35.65\|3.69\|34.63\|35.71\|34.37\|805218;2026-05-07\|35.97\|0.90\|36.36\|36.50\|35.27\|769177;2026-05-08\|36.50\|1.47\|35.51\|36.95\|35.50\|909467;2026-05-11\|35.38\|-3.07\|36.00\|36.03\|35.10\|642452;2026-05-12\|34.83\|-1.55\|35.95\|35.98\|34.74\|523074;2026-05-13\|34.75\|-0.23\|34.83\|35.18\|34.34\|460710;2026-05-14\|33.59\|-3.34\|34.50\|34.69\|33.56\|515974;2026-05-15\|31.90\|-5.03\|33.00\|33.00\|31.50\|726727;2026-05-18\|31.26\|-2.01\|30.99\|31.48\|30.84\|579602;2026-05-19\|30.85\|-1.31\|31.35\|31.42\|30.47\|414837;2026-05-20\|30.45\|-1.30\|30.22\|30.70\|30.02\|466102;2026-05-21\|29.60\|-2.79\|31.00\|31.18\|29.60\|467793;2026-05-22\|30.05\|1.52\|29.74\|30.27\|29.50\|437245;2026-05-25\|30.06\|0.03\|30.35\|30.84\|29.89\|482809;2026-05-26\|31.46\|4.66\|29.96\|31.55\|29.58\|813503;2026-05-27\|29.90\|-4.96\|31.01\|31.34\|29.79\|526536;2026-05-28\|28.96\|-3.14\|29.40\|29.77\|28.51\|549151;2026-05-29\|28.87\|-0.31\|29.65\|29.90\|28.87\|493213;2026-06-01\|29.41\|1.87\|28.95\|29.88\|28.87\|576250;2026-06-02\|29.93\|1.77\|29.53\|30.07\|28.80\|459719;2026-06-03\|29.39\|-1.80\|29.20\|29.89\|29.08\|412352;2026-06-04\|28.71\|-2.31\|29.30\|29.36\|28.55\|379013;2026-06-05\|28.05\|-2.30\|28.64\|28.82\|27.95\|410621;2026-06-08\|26.46\|-5.67\|26.85\|27.25\|26.14\|629309;2026-06-09\|27.30\|3.17\|26.99\|27.40\|26.33\|490945;2026-06-10\|26.61\|-2.53\|26.46\|26.83\|26.10\|544203;2026-06-11\|26.95\|1.28\|26.40\|27.45\|26.35\|542603;2026-06-12\|27.79\|3.12\|27.60\|28.90\|27.19\|827809;2026-06-15\|28.66\|3.13\|28.82\|29.32\|28.30\|806173;2026-06-16\|28.25\|-1.43\|28.48\|28.73\|28.16\|533475;2026-06-17\|28.26\|0.04\|28.42\|28.66\|27.96\|377581;2026-06-18\|26.91\|-4.78\|27.85\|28.09\|26.79\|635842;2026-06-22\|27.29\|1.41\|26.90\|27.33\|26.16\|746775;2026-06-23\|24.86\|-8.90\|27.00\|27.09\|24.75\|1070123;2026-06-24\|24.76\|-0.40\|24.65\|24.99\|24.20\|594226;2026-06-25\|23.93\|-3.35\|24.11\|24.21\|23.60\|776253;2026-06-26\|23.00\|-3.89\|24.24\|24.26\|22.82\|598051;2026-06-29\|23.55\|2.39\|23.03\|23.77\|22.70\|638515;2026-06-30\|23.09\|-1.95\|22.82\|23.30\|22.55\|550534;2026-07-01\|23.20\|0.48\|23.00\|23.62\|22.72\|514315;2026-07-02\|24.18\|4.22\|23.80\|24.77\|23.57\|1082375;2026-07-03\|26.08\|7.86\|25.39\|26.48\|25.10\|1562312;2026-07-06\|25.80\|-1.07\|25.79\|27.33\|25.55\|1106314;2026-07-07\|24.77\|-3.99\|25.32\|25.57\|24.73\|584651;2026-07-08\|24.65\|-0.48\|24.40\|25.70\|24.32\|595496;2026-07-09\|24.28\|-0.78\|23.98\|24.57\|23.41\|693476;2026-07-10\|24.96\|2.80\|24.50\|25.96\|23.98\|789248;2026-07-13\|23.96\|-4.01\|24.35\|24.54\|23.88\|530785;2026-07-14\|25.26\|5.43\|23.31\|25.30\|23.23\|748976;2026-07-15\|24.69\|-2.26\|25.20\|25.49\|24.44\|539999;2026-07-16\|24.76\|0.28\|24.39\|25.50\|24.30\|559901;2026-07-17\|23.76\|-4.04\|24.31\|24.55\|23.26\|849955;2026-07-20\|24.42\|2.78\|23.65\|24.55\|23.54\|691912;2026-07-21\|25.87\|5.94\|24.60\|26.08\|24.40\|965245;2026-07-22\|27.40\|5.91\|26.21\|27.65\|26.21\|1328953;2026-07-23\|27.42\|0.07\|27.26\|28.09\|27.00\|1057130;2026-07-24\|25.94\|-5.40\|26.41\|26.86\|25.87\|822285;2026-07-27\|26.44\|1.93\|26.50\|26.64\|25.95\|522197;2026-07-28\|26.60\|0.61\|25.88\|26.66\|25.76\|499368;2026-07-29\|27.33\|2.74\|26.22\|27.67\|26.15\|609199;2026-07-30\|27.69\|1.32\|27.85\|28.60\|27.56\|800471;2026-07-31\|28.20\|1.84\|27.70\|28.73\|27.69\|732706;2026-08-03\|27.67\|-1.88\|28.00\|28.18\|27.02\|500225;2026-08-04\|27.08\|-2.13\|27.47\|27.78\|26.97\|558302;2026-08-05\|28.95\|6.91\|27.39\|28.99\|27.11\|976320;2026-08-06\|29.96\|3.49\|30.53\|30.72\|29.35\|1214651;2026-08-07\|30.48\|1.74\|29.81\|30.49\|29.60\|782367;2026-08-10\|31.47\|3.25\|30.60\|31.90\|30.05\|988909;2026-08-11\|30.05\|-4.51\|32.20\|32.55\|29.99\|1204410;2026-08-12\|31.02\|3.23\|30.18\|31.40\|30.18\|826636;2026-08-13\|29.50\|-4.90\|31.35\|31.49\|29.39\|882051;2026-08-14\|29.34\|-0.54\|28.50\|29.50\|28.40\|571006;2026-08-17\|30.10\|2.59\|30.19\|30.45\|29.76\|526554;2026-08-18\|30.61\|1.69\|30.40\|30.97\|30.01\|601934;2026-08-19\|32.60\|6.50\|29.74\|32.97\|29.70\|1767632;2026-08-20\|35.40\|8.59\|34.23\|35.86\|34.00\|1755510;2026-08-21\|37.05\|4.96\|35.85\|37.20\|34.80\|1493587;2026-08-24\|36.50\|-1.48\|37.80\|38.14\|35.90\|1828672;2026-08-25\|34.97\|-4.19\|36.90\|37.50\|34.24\|1371789;2026-08-26\|34.49\|-1.37\|35.27\|35.59\|34.40\|963092;2026-08-27\|34.89\|1.16\|34.40\|35.93\|34.26\|998292;2026-08-28\|35.49\|1.72\|34.50\|35.79\|34.05\|899922;2026-08-31\|37.85\|6.65\|33.67\|38.09\|33.60\|1949586;2026-09-01\|36.89\|-2.54\|38.00\|38.45\|36.85\|1059279;2026-09-02\|37.89\|2.71\|35.80\|38.20\|34.68\|1318847;2026-09-03\|37.50\|-1.03\|38.45\|38.61\|37.34\|1032919;2026-09-04\|37.90\|1.07\|38.00\|38.75\|37.20\|1070747;2026-09-07\|36.45\|-3.83\|37.04\|37.65\|36.38\|623142;2026-09-08\|36.01\|-1.21\|36.88\|36.98\|35.82\|609951
124712			1、上半年净利润同比预增97.2%-108.31%，报告期内，公司氯化钾产量约51.03万吨，销量约52.53万吨。受行业供需格局影响，上半年氯化钾市场销售价格同比上行，带动氯化钾业务收入同比增长。公司碳酸锂产量约5400吨、销量约4000吨。受市场供需驱动，碳酸锂销售价格较上年同期大幅上涨，助推碳酸锂板块经营业绩显著增长。公司参股公司巨龙铜业利润同比大幅提升，预计确认投资收益约28亿元，较上年同期增长显著； 2、参股公司巨龙铜业（30.78%）拥有伴生钼资源，巨龙铜业矿区伴生钼金属量达167.2 万吨	2026-04-30\|89.26\|-1.92\|90.79\|92.40\|88.66\|142100;2026-05-06\|90.18\|1.03\|89.89\|90.50\|87.33\|157852;2026-05-07\|88.63\|-1.72\|91.00\|91.20\|87.18\|166084;2026-05-08\|87.70\|-1.05\|88.05\|89.58\|85.60\|179960;2026-05-11\|86.61\|-1.24\|87.54\|88.80\|86.39\|160478;2026-05-12\|88.02\|1.63\|88.37\|89.99\|87.66\|180489;2026-05-13\|91.11\|3.51\|90.02\|92.88\|90.02\|209088;2026-05-14\|87.68\|-3.76\|90.84\|92.14\|87.68\|133720;2026-05-15\|83.71\|-4.53\|87.01\|87.65\|83.49\|210364;2026-05-18\|80.14\|-4.26\|81.66\|82.46\|79.22\|224922;2026-05-19\|80.16\|0.03\|80.70\|80.76\|79.00\|127740;2026-05-20\|79.91\|-0.31\|78.50\|80.63\|77.48\|137172;2026-05-21\|78.19\|-2.15\|81.43\|82.65\|78.00\|121426;2026-05-22\|80.96\|3.54\|79.15\|81.39\|78.02\|124263;2026-05-25\|79.20\|-2.17\|82.16\|83.18\|79.08\|147177;2026-05-26\|84.24\|6.36\|79.20\|84.58\|78.31\|211525;2026-05-27\|80.79\|-4.10\|83.80\|84.59\|80.33\|140734;2026-05-28\|77.68\|-3.85\|80.26\|80.87\|77.00\|159001;2026-05-29\|77.18\|-0.64\|79.30\|79.78\|76.98\|130062;2026-06-01\|76.05\|-1.46\|77.00\|78.16\|75.79\|121022;2026-06-02\|79.24\|4.19\|78.01\|79.75\|75.75\|143959;2026-06-03\|79.90\|0.83\|78.56\|81.20\|78.50\|120584;2026-06-04\|77.65\|-2.82\|79.00\|79.39\|77.02\|89561;2026-06-05\|76.08\|-2.02\|77.65\|78.98\|75.82\|95135;2026-06-08\|73.05\|-3.98\|73.00\|74.15\|71.50\|148368;2026-06-09\|75.30\|3.08\|73.65\|75.68\|72.30\|102080;2026-06-10\|74.59\|-0.94\|73.12\|75.50\|72.85\|91493;2026-06-11\|76.01\|1.90\|74.00\|77.29\|73.50\|127398;2026-06-12\|79.47\|4.55\|78.00\|81.15\|76.73\|190992;2026-06-15\|81.86\|3.01\|81.99\|83.60\|80.00\|235912;2026-06-16\|76.34\|-6.74\|81.48\|81.54\|76.23\|177598;2026-06-17\|77.18\|1.10\|77.15\|77.94\|75.68\|114683;2026-06-18\|76.42\|-0.98\|76.26\|79.44\|75.11\|151432;2026-06-22\|78.96\|3.32\|75.50\|79.42\|73.50\|221056;2026-06-23\|72.50\|-8.18\|78.89\|78.89\|72.08\|229395;2026-06-24\|73.20\|0.97\|72.00\|74.18\|71.37\|148048;2026-06-25\|70.10\|-4.24\|71.00\|71.67\|69.60\|205246;2026-06-26\|68.05\|-2.92\|70.78\|70.95\|67.89\|171947;2026-06-29\|70.16\|3.10\|68.06\|70.93\|67.65\|132416;2026-06-30\|69.32\|-1.20\|69.40\|70.09\|68.21\|126280;2026-07-01\|68.32\|-1.44\|68.80\|70.23\|67.44\|147876;2026-07-02\|69.80\|2.17\|69.00\|71.07\|67.90\|183768;2026-07-03\|73.35\|5.09\|71.60\|75.19\|71.50\|224687;2026-07-06\|74.72\|1.87\|73.58\|77.58\|73.06\|167598;2026-07-07\|73.05\|-2.23\|75.68\|75.89\|72.78\|113324;2026-07-08\|70.56\|-3.41\|73.30\|73.39\|70.48\|120683;2026-07-09\|68.84\|-2.44\|70.58\|70.88\|66.74\|178659;2026-07-10\|69.30\|0.67\|69.41\|72.05\|68.26\|184452;2026-07-13\|67.35\|-2.81\|68.77\|68.90\|66.87\|116742;2026-07-14\|70.98\|5.39\|67.09\|71.80\|66.50\|165223;2026-07-15\|71.50\|0.73\|73.02\|74.00\|71.03\|154881;2026-07-16\|70.68\|-1.15\|70.71\|73.15\|70.03\|115513;2026-07-17\|68.60\|-2.94\|69.62\|70.45\|67.79\|130014;2026-07-20\|69.84\|1.81\|68.72\|70.42\|67.38\|150987;2026-07-21\|72.31\|3.54\|70.75\|72.63\|70.60\|182992;2026-07-22\|76.56\|5.88\|74.00\|77.88\|74.00\|240786;2026-07-23\|79.46\|3.79\|77.70\|80.59\|76.62\|208707;2026-07-24\|77.27\|-2.76\|77.80\|79.36\|77.00\|122464;2026-07-27\|79.73\|3.18\|78.19\|80.00\|78.13\|112960;2026-07-28\|79.41\|-0.40\|79.00\|81.35\|78.06\|125552;2026-07-29\|79.60\|0.24\|79.01\|80.55\|77.66\|101535;2026-07-30\|79.80\|0.25\|80.00\|81.25\|78.75\|109441;2026-07-31\|80.62\|1.03\|80.80\|81.37\|79.30\|122540;2026-08-03\|79.93\|-0.86\|79.91\|81.00\|78.28\|122118;2026-08-04\|80.93\|1.25\|80.18\|81.08\|77.68\|139430;2026-08-05\|86.57\|6.97\|81.60\|86.99\|81.57\|231473;2026-08-06\|86.79\|0.25\|87.80\|89.07\|86.00\|185151;2026-08-07\|90.00\|3.70\|87.10\|91.00\|87.07\|181079;2026-08-10\|89.20\|-0.89\|90.00\|90.99\|88.27\|141569;2026-08-11\|82.38\|-7.65\|88.00\|88.90\|82.28\|333453;2026-08-12\|81.15\|-1.49\|82.08\|84.06\|80.95\|200943;2026-08-13\|78.04\|-3.83\|81.02\|81.69\|77.91\|169992;2026-08-14\|77.66\|-0.49\|77.29\|78.18\|76.05\|152104;2026-08-17\|79.41\|2.25\|80.00\|80.80\|78.36\|164182;2026-08-18\|78.72\|-0.87\|78.70\|79.99\|77.70\|141263;2026-08-19\|75.56\|-4.01\|77.00\|77.70\|75.50\|154610;2026-08-20\|77.10\|2.04\|77.40\|79.29\|76.34\|156351;2026-08-21\|78.19\|1.41\|77.58\|79.10\|77.16\|133675;2026-08-24\|77.40\|-1.01\|79.75\|80.30\|76.54\|148639;2026-08-25\|75.72\|-2.17\|78.80\|78.85\|75.18\|122755;2026-08-26\|79.29\|4.71\|77.00\|81.37\|76.70\|213396;2026-08-27\|78.83\|-0.58\|78.80\|79.68\|78.55\|84231;2026-08-28\|79.00\|0.22\|79.01\|79.28\|77.72\|85424;2026-08-31\|78.39\|-0.77\|77.42\|78.56\|76.55\|112122;2026-09-01\|78.93\|0.69\|79.87\|80.22\|78.77\|113898;2026-09-02\|76.15\|-3.52\|77.47\|77.84\|75.64\|118896;2026-09-03\|76.86\|0.93\|76.90\|77.47\|76.35\|76893;2026-09-04\|75.62\|-0.32\|77.15\|77.55\|75.33\|89149;2026-09-07\|74.03\|-2.10\|75.79\|75.79\|73.86\|93592;2026-09-08\|76.29\|3.05\|75.93\|77.20\|75.29\|132629
124711	修订后的《集成电路布图设计保护条例》对外公布	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂	2026-04-30\|20.61\|2.54\|19.51\|20.80\|19.51\|739169;2026-05-06\|22.33\|8.35\|21.41\|23.25\|21.08\|1359390;2026-05-07\|22.54\|0.94\|21.95\|22.86\|21.69\|851251;2026-05-08\|22.99\|2.00\|22.30\|23.55\|21.90\|1122263;2026-05-11\|24.19\|5.22\|23.97\|25.10\|23.02\|1604254;2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|2122387;2026-07-13\|35.86\|-1.48\|35.70\|37.85\|35.27\|1602624;2026-07-14\|34.58\|-3.57\|35.54\|36.09\|32.01\|1656793;2026-07-15\|31.04\|-10.24\|35.50\|35.90\|30.88\|1584162;2026-07-16\|28.90\|-6.89\|29.80\|31.65\|28.70\|1326646;2026-07-17\|26.66\|-7.75\|28.88\|29.40\|26.35\|1500923;2026-07-20\|25.30\|-5.10\|27.62\|27.94\|24.25\|1532007;2026-07-21\|27.68\|9.41\|25.80\|27.89\|23.33\|1783128;2026-07-22\|26.60\|-3.90\|27.58\|27.97\|26.30\|1363730;2026-07-23\|25.86\|-2.78\|26.71\|27.02\|25.34\|931122;2026-07-24\|25.82\|-0.15\|25.30\|26.40\|25.29\|853501;2026-07-27\|26.70\|3.41\|25.38\|26.97\|24.53\|926488;2026-07-28\|25.30\|-5.24\|25.80\|26.95\|25.01\|874706;2026-07-29\|24.34\|-3.79\|25.19\|25.43\|23.08\|1127555;2026-07-30\|22.65\|-6.94\|24.25\|24.39\|22.65\|987000;2026-07-31\|23.48\|3.66\|24.83\|25.33\|23.45\|1063219;2026-08-03\|23.12\|-1.53\|22.96\|23.79\|22.34\|785832;2026-08-04\|23.82\|3.03\|23.40\|24.20\|23.12\|873151;2026-08-05\|25.50\|7.05\|23.81\|25.89\|23.70\|1272303;2026-08-06\|25.88\|1.49\|24.70\|26.15\|24.52\|1315676;2026-08-07\|26.65\|2.98\|25.50\|26.68\|25.00\|1360432;2026-08-10\|25.87\|-2.93\|26.54\|26.84\|25.39\|914784;2026-08-11\|25.58\|-1.12\|25.62\|26.37\|25.30\|702914;2026-08-12\|26.26\|2.66\|25.84\|26.35\|25.50\|771086;2026-08-13\|25.33\|-3.54\|26.65\|26.89\|25.30\|902461;2026-08-14\|25.90\|2.25\|25.75\|25.94\|25.31\|614940;2026-08-17\|26.80\|3.47\|25.90\|26.93\|25.63\|949834;2026-08-18\|27.79\|3.69\|27.40\|29.09\|27.33\|1580819;2026-08-19\|26.70\|-3.92\|26.88\|28.00\|26.32\|1251301;2026-08-20\|24.45\|-8.43\|26.35\|26.37\|24.19\|1240654;2026-08-21\|24.63\|0.74\|24.45\|25.15\|23.93\|640060;2026-08-24\|24.73\|0.41\|24.85\|25.10\|24.01\|648890;2026-08-25\|24.16\|-2.30\|24.00\|24.52\|23.02\|619125;2026-08-26\|24.25\|0.37\|24.03\|24.79\|24.03\|490131;2026-08-27\|25.22\|4.00\|24.45\|25.39\|24.23\|632482;2026-08-28\|24.51\|-2.82\|25.00\|25.28\|24.50\|500110;2026-08-31\|24.70\|0.78\|23.83\|24.72\|23.77\|446602;2026-09-01\|24.09\|-2.47\|24.68\|24.82\|24.02\|454070;2026-09-02\|23.45\|-2.66\|23.80\|24.00\|23.36\|381432;2026-09-03\|23.43\|-0.09\|23.63\|23.80\|23.20\|337727;2026-09-04\|22.59\|-3.59\|23.65\|23.86\|22.40\|506923;2026-09-07\|23.13\|2.39\|22.88\|23.35\|22.53\|420421;2026-09-08\|22.82\|-1.34\|23.10\|23.36\|22.78\|35011140
124710	现货黄金日内涨2%，现货白银日内涨幅达3%	黄金+业绩预增+山东国资行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月8日公告，公司预计2026年第一季度归母净利润为13.7亿元至15亿元，同比增长94.68%至113.15%，主要受益于黄金和白银价格同比上涨及公司运营效率提升。 2、公司主要业务为贵金属和有色金属矿采选及金属贸易，旗下拥有黑河洛克、吉林板庙子、青海大柴旦等4座在产金矿矿山及1座铅锌银多金属矿山。 3、据2026年一季报及2025年年报，公司控股股东为山东黄金矿业股份有限公司，持股28.89%，实际控制人为山东省人民政府国有资产监督管理委员会，具备国资背景。	公司矿产金产量在中国黄金上市企业中排名第五，拥有的玉龙矿业是目前国内矿产银（含量银）最大的单体矿山之一	2026-04-30\|26.05\|-4.26\|26.95\|27.09\|25.61\|550833;2026-05-06\|27.58\|5.87\|26.25\|27.70\|26.25\|543702;2026-05-07\|28.16\|2.10\|27.95\|28.60\|27.45\|520354;2026-05-08\|29.23\|3.80\|28.16\|29.41\|28.01\|537887;2026-05-11\|28.09\|-3.90\|28.83\|28.90\|27.82\|439976;2026-05-12\|28.06\|-0.11\|28.67\|28.86\|28.03\|370275;2026-05-13\|27.84\|-0.78\|28.06\|28.39\|27.52\|324095;2026-05-14\|27.00\|-3.02\|27.66\|27.75\|26.61\|392098;2026-05-15\|25.09\|-7.07\|26.50\|26.59\|24.70\|697170;2026-05-18\|24.40\|-2.75\|24.53\|24.76\|24.04\|583851;2026-05-19\|24.03\|-1.52\|24.31\|24.45\|23.74\|296971;2026-05-20\|23.65\|-1.58\|23.65\|23.83\|23.08\|446457;2026-05-21\|23.37\|-1.18\|24.00\|24.57\|23.33\|486407;2026-05-22\|23.89\|2.23\|23.56\|24.10\|23.16\|339863;2026-05-25\|24.34\|1.88\|24.38\|24.78\|24.07\|356567;2026-05-26\|25.37\|4.23\|24.07\|25.59\|23.66\|523626;2026-05-27\|23.88\|-5.87\|25.01\|25.50\|23.66\|529654;2026-05-28\|22.80\|-4.52\|23.56\|23.60\|22.46\|540547;2026-05-29\|22.46\|-1.49\|23.72\|23.79\|22.39\|450953;2026-06-01\|22.70\|1.07\|22.36\|23.06\|22.27\|453370;2026-06-02\|23.04\|1.50\|22.69\|23.14\|21.77\|538116;2026-06-03\|22.82\|-0.95\|22.50\|23.10\|22.34\|445364;2026-06-04\|22.21\|-2.67\|22.73\|23.02\|22.03\|375805;2026-06-05\|21.84\|-1.67\|22.09\|22.41\|21.62\|399908;2026-06-08\|20.30\|-7.05\|20.54\|20.88\|19.82\|577253;2026-06-09\|20.74\|2.17\|20.56\|20.85\|19.95\|388428;2026-06-10\|20.25\|-2.36\|20.34\|20.58\|20.05\|408065;2026-06-11\|20.52\|1.33\|20.10\|20.72\|19.97\|397915;2026-06-12\|21.11\|2.88\|21.00\|21.86\|20.76\|578151;2026-06-15\|22.15\|4.93\|22.04\|22.59\|21.89\|678884;2026-06-16\|21.65\|-2.26\|22.41\|22.41\|21.48\|440531;2026-06-17\|21.88\|1.06\|21.69\|22.34\|21.60\|409404;2026-06-18\|21.07\|-3.70\|21.80\|21.94\|20.81\|444916;2026-06-22\|21.28\|1.00\|20.90\|21.33\|20.33\|630067;2026-06-23\|19.15\|-10.01\|21.00\|21.03\|19.15\|728923;2026-06-24\|19.12\|-0.16\|18.90\|19.45\|18.79\|497474;2026-06-25\|18.04\|-5.65\|18.60\|18.60\|17.80\|857542;2026-06-26\|17.31\|-4.05\|18.09\|18.40\|17.01\|623891;2026-06-29\|17.45\|0.81\|17.33\|17.63\|17.01\|480911;2026-06-30\|17.00\|-2.58\|17.01\|17.15\|16.65\|575024;2026-07-01\|16.78\|-1.29\|16.74\|17.25\|16.60\|479994;2026-07-02\|18.04\|7.51\|17.18\|18.46\|17.16\|1064266;2026-07-03\|19.84\|9.98\|19.25\|19.84\|19.25\|669216;2026-07-06\|20.21\|1.86\|19.70\|21.47\|19.38\|1398774;2026-07-07\|19.59\|-3.07\|20.11\|20.30\|19.46\|603697;2026-07-08\|19.45\|-0.71\|19.48\|20.25\|19.06\|609629;2026-07-09\|19.22\|-1.18\|19.17\|19.32\|18.25\|634654;2026-07-10\|20.03\|4.21\|19.31\|20.98\|19.01\|727270;2026-07-13\|19.52\|-2.55\|19.60\|20.30\|19.33\|583266;2026-07-14\|19.90\|1.95\|18.97\|20.07\|18.59\|679208;2026-07-15\|19.34\|-2.81\|19.80\|20.05\|18.96\|506654;2026-07-16\|19.30\|-0.21\|19.10\|19.88\|18.99\|491498;2026-07-17\|18.55\|-3.89\|19.00\|19.10\|18.15\|541886;2026-07-20\|19.00\|2.43\|18.60\|19.36\|18.36\|551288;2026-07-21\|20.47\|7.74\|19.51\|20.62\|19.26\|779608;2026-07-22\|22.52\|10.01\|21.21\|22.52\|21.10\|935408;2026-07-23\|22.81\|1.29\|22.60\|23.66\|22.31\|1301939;2026-07-24\|21.80\|-4.43\|21.23\|22.69\|21.23\|892037;2026-07-27\|22.44\|2.94\|22.54\|22.59\|21.73\|723669;2026-07-28\|21.94\|-2.23\|21.80\|22.27\|21.56\|504353;2026-07-29\|22.45\|2.32\|21.62\|22.58\|21.62\|527416;2026-07-30\|23.17\|3.21\|23.00\|24.19\|22.85\|957854;2026-07-31\|23.38\|0.91\|23.26\|24.07\|23.16\|768166;2026-08-03\|22.83\|-2.35\|23.10\|23.29\|22.34\|566430;2026-08-04\|22.56\|-1.18\|22.80\|22.94\|22.33\|482050;2026-08-05\|24.22\|7.36\|22.82\|24.38\|22.28\|750159;2026-08-06\|25.46\|5.12\|25.50\|25.79\|24.98\|943183;2026-08-07\|26.35\|3.50\|25.54\|26.42\|25.15\|623473;2026-08-10\|27.14\|3.00\|26.00\|27.24\|25.95\|660880;2026-08-11\|25.96\|-4.35\|27.50\|28.13\|25.54\|883266;2026-08-12\|26.48\|2.00\|26.07\|26.68\|25.86\|461905;2026-08-13\|25.31\|-4.42\|26.62\|26.88\|25.31\|612310;2026-08-14\|25.77\|1.82\|25.00\|25.94\|24.67\|437136;2026-08-17\|26.92\|4.46\|26.30\|27.05\|26.30\|475040;2026-08-18\|26.97\|0.19\|27.00\|27.42\|26.50\|392871;2026-08-19\|26.80\|-0.63\|26.31\|27.80\|26.27\|545499;2026-08-20\|27.90\|4.10\|28.30\|29.00\|27.57\|876340;2026-08-21\|28.58\|2.44\|28.30\|28.80\|27.64\|716474;2026-08-24\|29.26\|2.38\|28.85\|30.28\|28.01\|811731;2026-08-25\|27.80\|-4.99\|29.26\|29.39\|27.50\|558773;2026-08-26\|27.37\|-1.55\|27.86\|28.28\|27.27\|501081;2026-08-27\|27.40\|0.11\|27.37\|28.19\|26.95\|580985;2026-08-28\|27.31\|-0.33\|27.00\|27.65\|26.60\|424898;2026-08-31\|26.35\|-3.52\|25.90\|26.62\|25.40\|765336;2026-09-01\|26.40\|0.19\|26.35\|26.94\|26.20\|459984;2026-09-02\|26.48\|0.30\|25.60\|26.73\|25.11\|484641;2026-09-03\|26.64\|0.60\|26.90\|27.28\|26.42\|465210;2026-09-04\|26.25\|-1.46\|27.04\|27.17\|26.09\|416297;2026-09-07\|25.80\|-1.71\|25.73\|26.23\|25.48\|319013;2026-09-08\|25.80\|0.00\|26.10\|26.23\|25.60\|346686
124709	“易中天”集体回应“美国光模块禁令”	交换机+CPO+字节供应商+福建国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月22日互动易，公司在2025年深圳中国国际光电博览会上首次对外公开了51.2T CPO交换机商用互联方案，可满足AI训练及超大规模计算集群对高速互联的需求，已有CPO技术储备。 2、据2026年5月28日互动易，公司是字节跳动、阿里、腾讯等头部互联网企业的数据中心交换机核心供应商，2025年互联网行业收入占数据中心交换产品收入的90%。 3、公司实控人为福建省人民政府国有资产监督管理委员会。	国内交换机龙头，预计上半年净利润约同比增长46.27%至102.90%，因“报告期内子公司面向互联网客户的数据中心交换机业务大幅增长。此外，公司投资的产业基金公允价值有所增加；公司已完成德明通讯（上海）股份有限公司股权转让的变更过户手续，投资收益及公允价值变动收益较上年同期增加。”	2026-04-30\|92.92\|1.50\|92.03\|96.33\|89.05\|119513;2026-05-06\|101.62\|9.36\|96.01\|103.64\|96.01\|176661;2026-05-07\|99.00\|-2.58\|102.03\|102.04\|98.82\|116946;2026-05-08\|99.38\|0.38\|98.40\|100.92\|96.90\|101550;2026-05-11\|102.30\|2.94\|101.15\|105.42\|98.58\|132175;2026-05-12\|102.69\|0.38\|103.00\|104.20\|99.91\|124300;2026-05-13\|103.99\|1.27\|100.14\|104.43\|98.50\|109243;2026-05-14\|97.62\|-6.13\|108.50\|110.33\|97.53\|173807;2026-05-15\|95.48\|-2.19\|100.04\|103.86\|94.70\|138075;2026-05-18\|95.20\|-0.29\|94.91\|97.50\|94.43\|90134;2026-05-19\|99.48\|4.50\|94.50\|100.20\|90.50\|119240;2026-05-20\|98.58\|-0.90\|98.05\|100.47\|96.32\|77933;2026-05-21\|92.61\|-6.06\|100.00\|102.93\|92.10\|129285;2026-05-22\|98.49\|6.35\|92.94\|100.79\|92.00\|128138;2026-05-25\|72.00\|2.89\|70.00\|72.19\|68.08\|170082;2026-05-26\|68.56\|-4.78\|71.00\|71.66\|67.51\|151497;2026-05-27\|66.54\|-2.95\|68.63\|70.58\|66.00\|120180;2026-05-28\|66.89\|0.53\|66.31\|67.77\|64.00\|138926;2026-05-29\|64.46\|-3.63\|67.30\|68.23\|63.86\|112371;2026-06-01\|61.40\|-4.75\|65.05\|67.69\|61.25\|122422;2026-06-02\|63.71\|3.76\|61.81\|64.40\|60.55\|106656;2026-06-03\|66.35\|4.14\|65.46\|69.88\|65.15\|194050;2026-06-04\|64.75\|-2.41\|64.64\|65.56\|64.30\|97931;2026-06-05\|63.76\|-1.53\|63.90\|67.09\|63.31\|114471;2026-06-08\|57.70\|-9.50\|61.00\|61.90\|57.08\|163605;2026-06-09\|59.10\|2.43\|58.71\|59.17\|57.58\|90146;2026-06-10\|58.54\|-0.95\|58.00\|61.13\|57.50\|98367;2026-06-11\|56.70\|-3.14\|58.05\|58.55\|56.20\|78356;2026-06-12\|56.00\|-1.23\|57.83\|58.38\|55.85\|99914;2026-06-15\|63.91\|14.12\|58.00\|64.50\|57.80\|188243;2026-06-16\|63.89\|-0.03\|63.81\|64.56\|62.50\|118039;2026-06-17\|65.39\|2.35\|63.00\|66.45\|62.57\|114666;2026-06-18\|67.80\|3.69\|64.90\|68.77\|64.81\|124832;2026-06-22\|67.38\|-0.62\|67.91\|68.90\|65.28\|127649;2026-06-23\|64.36\|-4.48\|66.99\|67.38\|63.88\|93964;2026-06-24\|66.79\|3.78\|63.25\|67.17\|63.25\|102874;2026-06-25\|67.22\|0.64\|66.58\|68.00\|65.09\|120722;2026-06-26\|63.50\|-5.53\|66.00\|66.16\|62.58\|115491;2026-06-29\|67.04\|5.57\|63.43\|67.13\|62.68\|134379;2026-06-30\|80.45\|20.00\|68.70\|80.45\|68.70\|222258;2026-07-01\|85.92\|6.80\|85.27\|91.50\|84.30\|403308;2026-07-02\|85.25\|-0.78\|85.06\|90.15\|82.84\|314004;2026-07-03\|94.89\|11.31\|102.30\|102.30\|94.40\|476816;2026-07-06\|102.00\|7.49\|96.78\|107.99\|93.13\|466918;2026-07-07\|94.51\|-7.34\|100.88\|102.50\|93.63\|336394;2026-07-08\|105.50\|11.63\|100.02\|109.40\|100.02\|373335;2026-07-09\|109.18\|3.49\|102.95\|109.20\|100.00\|322189;2026-07-10\|103.61\|-5.10\|108.10\|114.99\|103.60\|401749;2026-07-13\|104.88\|1.23\|104.66\|111.85\|101.51\|325121;2026-07-14\|98.82\|-5.78\|106.09\|109.94\|92.26\|398396;2026-07-15\|100.70\|1.90\|98.03\|103.88\|96.90\|297341;2026-07-16\|104.02\|3.30\|96.30\|107.75\|96.30\|280793;2026-07-17\|96.09\|-7.62\|101.67\|106.60\|93.90\|275387;2026-07-20\|102.95\|7.14\|103.54\|108.66\|99.33\|338798;2026-07-21\|110.86\|7.68\|100.50\|111.01\|89.00\|398018;2026-07-22\|126.00\|13.66\|107.76\|133.03\|107.03\|508909;2026-07-23\|126.80\|0.63\|132.30\|139.47\|124.08\|449463;2026-07-24\|132.00\|4.10\|123.73\|137.88\|121.74\|357033;2026-07-27\|130.64\|-1.03\|128.02\|132.66\|121.00\|359857;2026-07-28\|115.40\|-11.67\|122.00\|125.50\|115.00\|368686;2026-07-29\|105.00\|-9.01\|112.00\|114.86\|98.50\|390284;2026-07-30\|102.00\|-2.86\|105.74\|109.30\|99.90\|273155;2026-07-31\|118.00\|15.69\|110.00\|120.99\|107.00\|305141;2026-08-03\|107.02\|-9.31\|114.81\|120.08\|103.13\|262872;2026-08-04\|107.59\|0.53\|109.11\|110.00\|101.90\|280749;2026-08-05\|115.52\|7.37\|108.59\|123.22\|108.59\|366915;2026-08-06\|119.18\|3.17\|109.49\|125.45\|108.60\|367095;2026-08-07\|118.17\|-0.85\|119.21\|121.99\|114.13\|312011;2026-08-10\|121.20\|2.56\|121.01\|122.58\|113.13\|268131;2026-08-11\|127.70\|5.36\|123.10\|132.96\|120.12\|336408;2026-08-12\|126.23\|-1.15\|127.89\|129.00\|121.44\|242787;2026-08-13\|143.30\|13.52\|129.00\|148.80\|128.00\|394108;2026-08-14\|143.90\|0.42\|143.08\|148.70\|139.29\|319878;2026-08-17\|148.00\|2.85\|144.00\|148.00\|139.04\|299138;2026-08-18\|136.99\|-7.44\|147.00\|149.30\|136.50\|294770;2026-08-19\|121.82\|-11.07\|132.04\|134.47\|121.17\|297410;2026-08-20\|123.30\|1.21\|124.02\|125.97\|119.50\|189723;2026-08-21\|126.97\|2.98\|122.99\|129.46\|122.70\|230411;2026-08-24\|115.90\|-8.72\|124.21\|125.86\|113.63\|226130;2026-08-25\|115.73\|-0.15\|113.28\|118.00\|111.10\|141454;2026-08-26\|115.06\|-0.58\|116.00\|118.32\|113.37\|132225;2026-08-27\|120.25\|4.51\|119.01\|120.90\|116.03\|190130;2026-08-28\|119.40\|-0.71\|117.88\|126.88\|117.88\|221508;2026-08-31\|127.33\|6.64\|114.70\|131.94\|114.24\|253609;2026-09-01\|119.37\|-6.25\|126.84\|127.10\|119.09\|171911;2026-09-02\|120.90\|1.28\|117.50\|125.00\|117.50\|158183;2026-09-03\|117.11\|-3.13\|123.00\|123.80\|115.00\|146462;2026-09-04\|109.70\|-6.33\|118.50\|118.77\|108.88\|189555;2026-09-07\|111.99\|2.09\|111.78\|112.50\|108.88\|144033;2026-09-08\|110.18\|-1.62\|111.89\|113.96\|109.53\|128624
124708	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-04-30\|56.65\|1.96\|55.50\|57.00\|55.11\|304929;2026-05-06\|56.71\|0.11\|58.00\|59.45\|56.40\|438059;2026-05-07\|57.03\|0.56\|56.70\|57.52\|55.79\|311386;2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|13545301
124707		国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	公司旗下新华三为服务器、智算行业龙头之一，拥有覆盖 AI 数据中心、智能园区、工业等场景的全系列交换机产品，推出了 51.2T CPO 硅光交换机等多款创新产品，且在国内数据中心、园区等多个交换机细分市场长期保持领先市占率，相关交换机产品还广泛应用于 AI 算力基础设施、运营商等多领域	2026-04-30\|31.99\|-1.33\|32.66\|32.76\|30.74\|2108095;2026-05-06\|31.85\|-0.44\|32.47\|33.06\|31.80\|2443765;2026-05-07\|32.93\|3.39\|32.08\|33.13\|31.35\|2348991;2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371;2026-07-27\|41.47\|0.05\|41.03\|42.68\|39.28\|3278909;2026-07-28\|41.48\|0.02\|40.01\|43.58\|38.99\|4340059;2026-07-29\|37.33\|-10.00\|40.86\|41.15\|37.33\|3494249;2026-07-30\|33.60\|-9.99\|35.00\|35.95\|33.60\|2539454;2026-07-31\|34.89\|3.84\|34.90\|35.99\|34.07\|4034086;2026-08-03\|33.10\|-5.13\|34.48\|35.87\|32.69\|2869903;2026-08-04\|34.32\|3.69\|33.61\|34.59\|32.71\|2391766;2026-08-05\|36.94\|7.63\|34.59\|37.75\|34.59\|4290122;2026-08-06\|37.94\|2.71\|36.01\|38.47\|35.88\|3939138;2026-08-07\|38.00\|0.16\|37.70\|38.62\|37.25\|3047273;2026-08-10\|37.63\|-0.97\|37.62\|38.07\|36.60\|1940834;2026-08-11\|37.39\|-0.64\|37.62\|38.60\|36.67\|2251033;2026-08-12\|37.00\|-1.04\|37.53\|37.95\|36.51\|1944189;2026-08-13\|39.60\|7.03\|37.90\|40.70\|37.89\|4177214;2026-08-14\|39.95\|0.88\|40.35\|41.68\|39.25\|3245979;2026-08-17\|41.03\|2.70\|40.80\|41.30\|39.58\|2704804;2026-08-18\|39.25\|-4.34\|40.58\|40.88\|38.70\|2745994;2026-08-19\|35.33\|-9.99\|37.50\|37.70\|35.33\|2439725;2026-08-20\|35.66\|0.93\|35.22\|36.16\|34.41\|1616168;2026-08-21\|36.44\|2.19\|35.60\|36.58\|35.20\|1524792;2026-08-24\|34.49\|-5.35\|36.45\|36.48\|33.93\|1540939;2026-08-25\|35.10\|1.77\|34.00\|35.34\|33.96\|1066409;2026-08-26\|34.90\|-0.57\|35.19\|35.62\|34.70\|952308;2026-08-27\|36.43\|4.38\|35.30\|36.44\|35.13\|1402215;2026-08-28\|35.89\|-1.48\|36.00\|37.50\|35.88\|1641134;2026-08-31\|38.95\|8.53\|34.86\|39.47\|34.86\|2670435;2026-09-01\|38.32\|-1.62\|38.71\|39.55\|38.30\|1904614;2026-09-02\|37.99\|-0.86\|38.00\|38.71\|37.65\|1369865;2026-09-03\|38.13\|0.37\|38.86\|39.35\|37.44\|1558010;2026-09-04\|35.27\|-7.50\|38.51\|38.65\|34.90\|2382789;2026-09-07\|35.37\|0.28\|35.46\|35.70\|34.28\|1665301;2026-09-08\|33.89\|-4.18\|35.18\|35.30\|33.69\|1810939
124706		提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-04-30\|17.60\|-0.06\|17.20\|17.93\|16.88\|1177278;2026-05-06\|18.64\|5.91\|18.13\|18.72\|17.10\|2173571;2026-05-07\|18.43\|-1.13\|18.49\|19.51\|17.72\|2647580;2026-05-08\|19.49\|5.75\|18.09\|19.86\|18.09\|2398055;2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801;2026-07-13\|14.83\|-4.14\|15.56\|15.56\|14.67\|1081245;2026-07-14\|15.04\|1.42\|14.60\|15.04\|14.43\|1003165;2026-07-15\|15.26\|1.46\|15.20\|15.92\|15.09\|1216505;2026-07-16\|14.16\|-7.21\|14.94\|14.96\|14.10\|1262490;2026-07-17\|13.91\|-1.77\|14.10\|14.34\|13.81\|1009076;2026-07-20\|14.29\|2.73\|14.13\|14.36\|13.86\|1202267;2026-07-21\|14.72\|3.01\|14.30\|14.79\|13.86\|1087636;2026-07-22\|15.76\|7.07\|14.73\|15.79\|14.72\|1295192;2026-07-23\|15.87\|0.70\|15.65\|16.18\|14.97\|1210772;2026-07-24\|15.70\|-1.07\|16.00\|16.25\|15.47\|1033285;2026-07-27\|15.90\|1.27\|15.35\|16.05\|15.28\|779199;2026-07-28\|16.19\|1.82\|15.60\|16.23\|15.34\|1072144;2026-07-29\|16.29\|0.62\|15.92\|16.49\|15.78\|931123;2026-07-30\|16.47\|1.10\|16.23\|16.98\|16.16\|1054546;2026-07-31\|16.79\|1.94\|16.00\|16.96\|15.88\|944905;2026-08-03\|17.03\|1.43\|16.94\|17.11\|16.44\|818354;2026-08-04\|16.78\|-1.47\|16.99\|17.70\|16.53\|1143376;2026-08-05\|18.10\|7.87\|16.76\|18.22\|16.10\|1568286;2026-08-06\|17.88\|-1.22\|17.95\|18.08\|17.45\|987956;2026-08-07\|17.98\|0.56\|18.15\|18.50\|17.90\|792838;2026-08-10\|18.18\|1.11\|17.95\|18.39\|17.62\|699968;2026-08-11\|16.48\|-9.35\|17.88\|18.28\|16.43\|1659283;2026-08-12\|17.02\|3.28\|16.66\|17.19\|16.47\|1047235;2026-08-13\|17.13\|0.65\|17.20\|17.36\|16.89\|756162;2026-08-14\|17.05\|-0.47\|17.32\|17.50\|16.81\|517833;2026-08-17\|17.89\|4.93\|17.35\|17.91\|17.02\|877316;2026-08-18\|17.98\|0.50\|17.84\|18.26\|17.70\|693100;2026-08-19\|18.60\|3.45\|18.30\|18.91\|17.81\|1568098;2026-08-20\|18.46\|-0.75\|18.58\|19.50\|18.24\|1537753;2026-08-21\|19.78\|7.15\|18.49\|20.10\|18.49\|1936049;2026-08-24\|19.00\|-3.94\|19.76\|19.93\|18.90\|1381736;2026-08-25\|18.83\|-0.89\|19.32\|19.40\|18.63\|914453;2026-08-26\|18.38\|-2.39\|18.42\|19.00\|18.00\|992763;2026-08-27\|18.62\|1.31\|17.80\|18.68\|17.80\|902383;2026-08-28\|18.98\|1.93\|19.00\|19.30\|18.82\|864362;2026-08-31\|18.75\|-1.21\|18.98\|19.29\|18.31\|1091434;2026-09-01\|18.39\|-1.92\|18.57\|18.92\|18.29\|768603;2026-09-02\|17.81\|-3.15\|18.70\|18.70\|17.79\|912575;2026-09-03\|19.30\|8.37\|18.17\|19.49\|18.16\|1467636;2026-09-04\|19.20\|-0.52\|19.40\|19.90\|19.03\|961057;2026-09-07\|18.69\|-2.66\|19.70\|20.05\|18.53\|1238189;2026-09-08\|19.08\|2.09\|18.89\|19.20\|18.50\|913468
124705	修订后的《集成电路布图设计保护条例》对外公布	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698
124704	8月电子布价格现年内最大单月涨幅	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137
124703	修订后的《集成电路布图设计保护条例》对外公布	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头	2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898;2026-07-20\|376.49\|-4.93\|414.10\|416.98\|361.72\|196766;2026-07-21\|421.86\|12.05\|384.00\|422.00\|338.66\|259318;2026-07-22\|388.45\|-7.92\|410.00\|429.53\|386.97\|258148;2026-07-23\|375.85\|-3.24\|394.01\|397.80\|372.43\|165727;2026-07-24\|370.01\|-1.55\|370.11\|379.99\|364.93\|151531;2026-07-27\|373.90\|1.05\|365.06\|375.66\|348.90\|142479;2026-07-28\|330.00\|-11.74\|349.00\|361.51\|326.99\|183460;2026-07-29\|329.63\|-0.11\|334.77\|336.60\|308.00\|209716;2026-07-30\|338.78\|2.78\|325.02\|350.60\|312.90\|268302;2026-07-31\|346.99\|2.42\|384.18\|386.88\|346.90\|309822;2026-08-03\|319.80\|-7.84\|340.81\|342.00\|318.18\|182839;2026-08-04\|336.05\|5.08\|323.11\|338.50\|317.01\|184630;2026-08-05\|364.92\|8.59\|338.24\|368.19\|337.00\|233274;2026-08-06\|366.33\|0.39\|346.16\|372.99\|344.51\|199248;2026-08-07\|386.60\|5.53\|364.00\|390.00\|361.63\|250386;2026-08-10\|412.50\|6.70\|408.50\|413.88\|392.88\|293786;2026-08-11\|417.50\|1.21\|412.00\|442.00\|406.66\|288113;2026-08-12\|414.30\|-0.77\|418.05\|423.62\|401.50\|203458;2026-08-13\|397.00\|-4.18\|423.20\|425.68\|396.99\|222777;2026-08-14\|406.45\|2.38\|408.11\|414.00\|400.00\|154074;2026-08-17\|419.26\|3.15\|406.46\|422.96\|403.88\|226034;2026-08-18\|412.18\|-1.69\|421.00\|423.97\|408.02\|178881;2026-08-19\|378.98\|-8.05\|387.00\|394.95\|373.60\|183883;2026-08-20\|379.01\|0.01\|385.00\|386.53\|375.76\|102002;2026-08-21\|380.66\|0.44\|379.02\|382.90\|373.62\|104664;2026-08-24\|364.90\|-4.14\|380.00\|380.99\|355.87\|126520;2026-08-25\|369.66\|1.30\|360.00\|372.65\|353.88\|95741;2026-08-26\|364.20\|-1.48\|370.04\|371.60\|363.10\|72946;2026-08-27\|386.25\|6.05\|369.00\|386.25\|366.02\|150492;2026-08-28\|376.88\|-2.43\|380.00\|386.88\|376.69\|113011;2026-08-31\|381.75\|1.29\|366.10\|382.20\|365.20\|89301;2026-09-01\|369.18\|-3.29\|381.00\|381.70\|369.10\|78750;2026-09-02\|362.30\|-1.86\|361.10\|366.99\|360.74\|68732;2026-09-03\|359.63\|-0.74\|365.13\|365.99\|356.02\|63344;2026-09-04\|347.00\|-3.51\|364.17\|365.50\|344.08\|93670;2026-09-07\|358.22\|3.23\|355.19\|359.53\|353.80\|104265;2026-09-08\|358.86\|0.18\|353.32\|368.00\|353.32\|124502
124702		钨全产业链+一季报增长+福建国资行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年4月24日年报及2026年5月15日投资者活动记录表，公司拥有前端钨矿山采选、中端冶炼及后端硬质合金、钨钼丝材和切削工具等深加工的完整产业链，现有在产三家钨矿企业钨精矿年产量约12,000吨。 2、据2026年4月24日一季报，2026年一季度公司钨钼业务实现利润总额17.63亿元，同比增长238.82%；公司实现归属净利润11.07亿元，同比增加189.14%。 3、据2025年年度报告，公司最终控制人为福建省人民政府国有资产监督管理委员会。	1、公司为国家六大稀土集团之一，完成了对福建省的稀土资源整合；拥有完整的钨产业链，在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞争优势； 2、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力的企业，具备大尺寸ITER级钨材料的精密机加工成型能力，可满足EAST、ITER等不同磁约束聚变装置部件的高标准需求，为ITER等国内外聚变客户提供多款钨产品及部件	2026-04-30\|57.78\|-2.84\|58.50\|60.07\|57.40\|692325;2026-05-06\|59.71\|3.34\|57.60\|60.10\|56.10\|795273;2026-05-07\|59.80\|0.15\|60.05\|60.83\|59.17\|664880;2026-05-08\|58.74\|-1.77\|58.90\|59.68\|57.87\|540696;2026-05-11\|59.42\|1.16\|58.79\|59.92\|58.04\|609843;2026-05-12\|57.84\|-2.66\|59.67\|59.78\|57.20\|522581;2026-05-13\|58.89\|1.82\|57.40\|59.84\|57.38\|636341;2026-05-14\|55.12\|-6.40\|58.28\|58.30\|55.11\|696027;2026-05-15\|53.40\|-3.12\|55.00\|55.28\|53.11\|527997;2026-05-18\|53.46\|0.11\|52.68\|54.49\|51.99\|397593;2026-05-19\|51.08\|-4.45\|53.46\|53.47\|50.39\|496770;2026-05-20\|50.89\|-0.37\|50.30\|51.73\|49.30\|562870;2026-05-21\|50.16\|-1.43\|51.68\|53.10\|50.01\|531728;2026-05-22\|52.04\|3.75\|50.19\|52.56\|50.19\|509807;2026-05-25\|51.90\|-0.27\|53.08\|53.35\|51.45\|405168;2026-05-26\|53.95\|3.95\|51.10\|53.99\|50.90\|657205;2026-05-27\|51.56\|-4.43\|54.00\|54.22\|51.15\|509430;2026-05-28\|52.40\|1.63\|51.24\|53.15\|50.40\|434164;2026-05-29\|54.37\|3.76\|53.21\|56.17\|51.30\|978319;2026-06-01\|52.85\|-2.80\|55.56\|57.07\|52.75\|683192;2026-06-02\|55.81\|5.60\|53.00\|56.18\|51.47\|788300;2026-06-03\|60.01\|7.53\|55.85\|61.30\|55.58\|1312809;2026-06-04\|63.73\|6.20\|60.02\|63.98\|58.10\|1268020;2026-06-05\|61.73\|-3.14\|63.00\|65.90\|61.52\|1167967;2026-06-08\|59.37\|-3.82\|58.90\|63.12\|57.00\|834086;2026-06-09\|63.93\|7.68\|60.80\|64.00\|59.51\|863357;2026-06-10\|63.75\|-0.28\|63.10\|66.27\|61.90\|888347;2026-06-11\|67.44\|6.46\|64.51\|68.60\|63.76\|1190760;2026-06-12\|64.80\|-3.91\|69.00\|70.13\|64.53\|1641505;2026-06-15\|71.28\|10.00\|66.10\|71.28\|65.50\|1158988;2026-06-16\|78.41\|10.00\|74.00\|78.41\|73.81\|623654;2026-06-17\|80.84\|3.10\|80.00\|82.89\|76.80\|1665609;2026-06-18\|85.91\|6.27\|78.12\|88.90\|76.50\|1555385;2026-06-22\|94.50\|10.00\|88.92\|94.50\|88.88\|1084641;2026-06-23\|85.43\|-9.60\|96.85\|96.85\|85.05\|1249553;2026-06-24\|83.03\|-2.81\|84.53\|85.97\|81.18\|1139451;2026-06-25\|85.86\|3.41\|83.50\|87.50\|81.55\|960441;2026-06-26\|84.50\|-1.58\|87.00\|89.68\|83.62\|936733;2026-06-29\|83.86\|-0.76\|84.46\|87.60\|80.35\|868396;2026-06-30\|85.20\|1.60\|82.62\|87.48\|82.62\|788000;2026-07-01\|84.90\|-0.35\|86.05\|89.00\|83.08\|860265;2026-07-02\|82.15\|-3.24\|79.00\|88.44\|76.63\|1029992;2026-07-03\|75.05\|-8.64\|81.20\|81.90\|74.88\|935687;2026-07-06\|70.84\|-5.61\|74.68\|76.96\|70.00\|900111;2026-07-07\|66.42\|-6.24\|69.23\|71.43\|66.05\|616591;2026-07-08\|63.49\|-4.41\|66.69\|67.54\|63.22\|510952;2026-07-09\|64.71\|1.92\|63.59\|64.71\|60.45\|607960;2026-07-10\|63.35\|-2.10\|64.00\|67.66\|63.16\|647140;2026-07-13\|59.14\|-6.65\|62.11\|63.60\|58.36\|549729;2026-07-14\|62.57\|5.80\|59.02\|62.83\|58.57\|575083;2026-07-15\|58.08\|-7.18\|63.50\|63.60\|57.71\|565255;2026-07-16\|55.67\|-4.15\|56.03\|58.20\|55.10\|431495;2026-07-17\|51.27\|-7.90\|55.12\|56.00\|50.68\|475820;2026-07-20\|47.15\|-8.04\|52.31\|52.96\|46.14\|651930;2026-07-21\|50.18\|6.43\|47.15\|50.39\|43.04\|842189;2026-07-22\|49.56\|-1.24\|49.76\|51.67\|48.90\|622174;2026-07-23\|50.27\|1.43\|50.23\|51.15\|49.26\|519926;2026-07-24\|48.39\|-3.74\|49.23\|50.66\|48.10\|428511;2026-07-27\|50.20\|3.74\|49.11\|50.33\|47.75\|450131;2026-07-28\|46.99\|-6.39\|49.00\|49.98\|46.83\|438642;2026-07-29\|47.37\|0.81\|47.00\|48.07\|45.01\|541512;2026-07-30\|45.00\|-5.00\|47.35\|48.12\|44.25\|512587;2026-07-31\|47.05\|4.56\|47.14\|48.87\|46.81\|638552;2026-08-03\|46.42\|-1.34\|46.97\|47.45\|45.88\|410378;2026-08-04\|49.38\|6.38\|46.65\|49.71\|46.44\|661915;2026-08-05\|53.72\|8.79\|49.72\|54.27\|49.68\|1111762;2026-08-06\|57.47\|6.98\|55.87\|58.28\|54.00\|1446573;2026-08-07\|58.03\|0.97\|55.99\|59.48\|54.60\|1247284;2026-08-10\|59.95\|3.31\|58.73\|63.00\|55.52\|1161948;2026-08-11\|56.41\|-5.90\|58.00\|58.47\|56.30\|754671;2026-08-12\|56.37\|-0.07\|56.04\|57.97\|55.35\|614328;2026-08-13\|54.71\|-2.94\|56.73\|57.29\|54.60\|609214;2026-08-14\|56.44\|3.16\|54.72\|56.50\|54.39\|534570;2026-08-17\|58.40\|3.47\|56.58\|58.47\|56.30\|645539;2026-08-18\|58.11\|-0.50\|57.88\|60.38\|57.51\|675317;2026-08-19\|53.70\|-7.59\|56.20\|57.17\|53.55\|629941;2026-08-20\|53.29\|-0.76\|55.00\|55.20\|52.54\|459753;2026-08-21\|55.58\|4.30\|53.82\|56.19\|53.29\|598764;2026-08-24\|53.93\|-2.97\|56.26\|56.28\|52.76\|591538;2026-08-25\|52.39\|-2.86\|52.60\|53.25\|51.06\|452907;2026-08-26\|52.62\|0.44\|52.70\|54.20\|52.18\|422788;2026-08-27\|54.80\|4.14\|52.10\|54.89\|52.10\|551069;2026-08-28\|54.59\|-0.38\|54.79\|55.90\|53.86\|478838;2026-08-31\|53.92\|-1.23\|52.82\|54.05\|52.18\|421311;2026-09-01\|51.68\|-4.15\|53.53\|54.26\|51.68\|453708;2026-09-02\|50.00\|-3.25\|50.66\|50.70\|49.50\|369483;2026-09-03\|50.63\|1.26\|50.58\|50.78\|49.68\|283179;2026-09-04\|48.79\|-3.63\|51.10\|51.27\|48.50\|365678;2026-09-07\|50.30\|3.09\|49.58\|50.58\|49.22\|337232;2026-09-08\|49.87\|-0.85\|50.36\|50.90\|49.60\|264731
124701	现货黄金日内涨2%，现货白银日内涨幅达3%	金价新高+业绩预增+央企黄金行业原因： 1、据上海证券报1月28日报道，特朗普表示对美元下跌不感到担心，美元指数跌穿四年新低，金价应声突破5200美元/盎司再创纪录。 2、证券时报1月21日指出，全球地缘风险升温叠加央行持续购金，美元信用弱化主线强化，有机构上调金价预期至7100美元。公司原因： 1、据2026年1月28日公告，公司预计2025年净利润48-54亿元，同比增长41.76%-59.48%，主因矿产金销售均价上涨及降本增效。 2、据2025年半年度报告，公司核心产品为标准金、铜等，控股股东中国黄金集团拟推进优质资产注入，2025年上半年已增储金金属量13.82吨。 3、据2024年年度报告，公司最终控制人为国务院国资委，具备央企背景。	公司是国内最早上市的黄金企业，中国黄金集团旗下主要上市平台	2026-04-30\|25.96\|-0.42\|25.75\|26.25\|25.36\|614399;2026-05-06\|27.04\|4.16\|26.22\|27.10\|26.07\|786795;2026-05-07\|27.75\|2.63\|27.49\|27.86\|27.09\|854786;2026-05-08\|28.22\|1.69\|27.50\|28.48\|27.45\|758878;2026-05-11\|27.05\|-4.15\|27.80\|27.94\|26.81\|831810;2026-05-12\|26.83\|-0.81\|27.59\|27.84\|26.80\|643431;2026-05-13\|26.82\|-0.04\|26.86\|27.34\|26.46\|535014;2026-05-14\|26.02\|-2.98\|26.61\|26.66\|25.83\|533322;2026-05-15\|24.36\|-6.38\|25.44\|25.50\|24.12\|979323;2026-05-18\|23.79\|-2.34\|23.62\|24.00\|23.55\|664956;2026-05-19\|23.58\|-0.88\|23.75\|23.85\|23.25\|471472;2026-05-20\|23.31\|-1.15\|23.00\|23.34\|22.64\|581705;2026-05-21\|22.78\|-2.27\|23.70\|24.00\|22.78\|571398;2026-05-22\|23.29\|2.24\|22.90\|23.43\|22.62\|493707;2026-05-25\|23.78\|2.10\|23.70\|24.16\|23.47\|559404;2026-05-26\|24.66\|3.70\|23.50\|24.78\|23.21\|819885;2026-05-27\|23.48\|-4.79\|24.29\|24.68\|23.38\|609353;2026-05-28\|22.39\|-4.64\|22.90\|22.97\|21.92\|882307;2026-05-29\|22.42\|0.13\|22.99\|23.28\|22.25\|764536;2026-06-01\|22.56\|0.62\|22.39\|22.88\|22.39\|509677;2026-06-02\|23.18\|2.75\|22.49\|23.32\|22.03\|712790;2026-06-03\|23.13\|-0.22\|22.74\|23.47\|22.47\|618691;2026-06-04\|22.55\|-2.51\|22.99\|23.15\|22.35\|547353;2026-06-05\|22.20\|-1.55\|22.36\|22.84\|22.09\|517597;2026-06-08\|20.77\|-6.44\|20.80\|21.38\|20.55\|863570;2026-06-09\|21.07\|1.44\|20.99\|21.12\|20.48\|596035;2026-06-10\|20.48\|-2.80\|20.11\|20.72\|20.02\|833576;2026-06-11\|20.64\|0.78\|20.27\|20.74\|20.11\|717791;2026-06-12\|21.51\|4.22\|21.30\|22.16\|21.01\|1056960;2026-06-15\|22.58\|4.97\|22.39\|22.94\|22.21\|1055063;2026-06-16\|22.52\|-0.27\|22.50\|22.85\|22.17\|633405;2026-06-17\|22.70\|0.80\|22.79\|22.85\|22.27\|475284;2026-06-18\|21.92\|-3.44\|22.40\|22.78\|21.60\|734734;2026-06-22\|22.26\|1.55\|21.22\|22.29\|21.10\|826965;2026-06-23\|20.03\|-10.02\|22.10\|22.17\|20.03\|1208832;2026-06-24\|19.88\|-0.75\|19.79\|20.10\|19.46\|825032;2026-06-25\|18.89\|-4.98\|19.18\|19.42\|18.79\|1159770;2026-06-26\|18.30\|-3.12\|19.20\|19.23\|18.05\|840577;2026-06-29\|18.39\|0.49\|18.58\|18.68\|18.11\|810326;2026-06-30\|18.05\|-1.85\|17.85\|18.10\|17.56\|883737;2026-07-01\|17.96\|-0.50\|17.80\|18.42\|17.70\|831069;2026-07-02\|19.09\|6.29\|18.39\|19.28\|18.30\|1538372;2026-07-03\|20.34\|6.55\|19.90\|20.75\|19.71\|1767532;2026-07-06\|20.60\|1.28\|19.88\|21.49\|19.88\|1494718;2026-07-07\|19.75\|-4.13\|20.12\|20.41\|19.72\|703827;2026-07-08\|19.88\|0.66\|19.41\|20.45\|19.28\|788957;2026-07-09\|19.95\|0.35\|19.23\|20.01\|19.04\|821170;2026-07-10\|20.34\|1.95\|20.10\|21.06\|19.71\|859075;2026-07-13\|19.67\|-3.29\|19.81\|20.09\|19.52\|666164;2026-07-14\|20.47\|4.07\|19.09\|20.62\|18.95\|931885;2026-07-15\|20.12\|-1.71\|20.39\|20.65\|19.90\|728778;2026-07-16\|19.99\|-0.65\|19.99\|20.57\|19.84\|773828;2026-07-17\|19.06\|-4.65\|19.50\|19.63\|18.69\|1048644;2026-07-20\|19.53\|2.47\|19.09\|19.83\|19.00\|909321;2026-07-21\|20.78\|6.40\|19.83\|20.85\|19.75\|1102571;2026-07-22\|22.11\|6.40\|21.28\|22.58\|21.22\|1499323;2026-07-23\|22.45\|1.54\|22.30\|23.17\|21.91\|1127073;2026-07-24\|21.36\|-4.86\|21.40\|22.18\|21.30\|864164;2026-07-27\|21.54\|0.84\|22.00\|22.09\|21.16\|781327;2026-07-28\|21.34\|-0.93\|21.10\|21.48\|20.87\|558264;2026-07-29\|21.74\|1.87\|21.10\|21.96\|20.98\|703875;2026-07-30\|21.90\|0.74\|22.10\|22.80\|21.75\|945728;2026-07-31\|23.01\|5.07\|22.18\|23.28\|22.14\|1063929;2026-08-03\|22.54\|-2.04\|22.69\|22.88\|22.01\|820740;2026-08-04\|22.26\|-1.24\|22.65\|22.69\|22.13\|633253;2026-08-05\|24.25\|8.94\|22.53\|24.25\|22.23\|1168399;2026-08-06\|25.11\|3.55\|25.49\|25.93\|24.78\|1587078;2026-08-07\|26.10\|3.94\|25.07\|26.11\|25.00\|1134642;2026-08-10\|26.62\|1.99\|26.00\|26.78\|25.61\|1105913;2026-08-11\|24.95\|-6.27\|27.12\|27.19\|24.79\|1487046;2026-08-12\|25.56\|2.44\|25.01\|25.66\|24.98\|881855;2026-08-13\|24.31\|-3.15\|25.30\|25.59\|24.28\|990532;2026-08-14\|24.27\|-0.16\|23.77\|24.44\|23.65\|721188;2026-08-17\|25.48\|4.99\|25.17\|25.48\|24.83\|722915;2026-08-18\|25.35\|-0.51\|25.40\|25.97\|25.05\|640298;2026-08-19\|25.19\|-0.63\|24.66\|25.79\|24.63\|913455;2026-08-20\|26.37\|4.68\|26.40\|27.40\|26.00\|1357587;2026-08-21\|27.18\|3.07\|26.79\|27.30\|26.47\|1216924;2026-08-24\|27.26\|0.29\|27.59\|27.96\|26.81\|1559996;2026-08-25\|26.24\|-3.74\|27.45\|27.45\|25.83\|1095869;2026-08-26\|26.43\|0.72\|26.39\|27.18\|26.10\|876037;2026-08-27\|26.69\|0.98\|26.12\|27.41\|26.12\|1015410;2026-08-28\|26.68\|-0.04\|26.60\|26.81\|25.88\|910480;2026-08-31\|25.62\|-3.97\|25.11\|25.66\|24.48\|1310913;2026-09-01\|25.35\|-1.05\|25.62\|25.99\|25.28\|745278;2026-09-02\|24.70\|-2.56\|24.31\|24.97\|23.79\|1127797;2026-09-03\|25.69\|4.01\|25.20\|26.00\|25.01\|1003449;2026-09-04\|25.60\|-0.35\|26.10\|26.18\|25.34\|716245;2026-09-07\|25.07\|-2.07\|25.05\|25.43\|24.93\|517889;2026-09-08\|25.20\|0.52\|25.38\|25.55\|25.10\|612516
124700	修订后的《集成电路布图设计保护条例》对外公布	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|3002629
124699	8月电子布价格现年内最大单月涨幅	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 2、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344
124698	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	AI算力+大额采购+安保机器人行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2026年1月9日公告，公告称，为推进公司人工智能战略发展和业务转型，拟向多家供应商采购IT设备及零配件总金额不超过40亿元。公司购买IT设备及零配件主要用于公司云计算业务，以及相关技术产品研发，本次交易不涉及人员安置、土地租赁、债务重组等情况，交易完成后不会产生关联交易。 2、据2025年9月21日机构调研，公司“AI+云计算”业务已签3.59亿元智算服务订单，2025H1收入超3000万元，全年有望延续高增。 3、据2025年9月19日互动易，公司电磁巡防机器狗、无人机等安保机器人系列在公共安全展获公安及安保单位商机，正跟进订单。	公司宣布将投入不超过40亿元用于采购IT设备及零部件，并向全资子公司增资1.7亿元，以加速推进“AI+云计算”业务战略布局	2026-04-30\|85.20\|0.02\|85.68\|91.57\|85.20\|110474;2026-05-06\|88.04\|3.33\|89.00\|92.28\|87.19\|116456;2026-05-07\|93.65\|6.37\|89.00\|95.58\|85.34\|125873;2026-05-08\|92.45\|-1.28\|93.33\|96.60\|91.04\|105542;2026-05-11\|90.87\|-1.71\|90.79\|92.23\|87.30\|93015;2026-05-12\|87.26\|-3.97\|91.04\|91.09\|86.48\|81906;2026-05-13\|95.26\|9.17\|85.96\|98.47\|85.00\|104758;2026-05-14\|89.33\|-6.23\|96.14\|97.35\|89.33\|85095;2026-05-15\|85.70\|-4.06\|88.42\|89.27\|84.66\|81045;2026-05-18\|88.71\|3.51\|86.05\|90.21\|85.99\|75364;2026-05-19\|90.33\|1.83\|88.71\|92.66\|88.60\|65764;2026-05-20\|89.32\|-1.12\|90.00\|91.63\|88.46\|57780;2026-05-21\|83.27\|-6.77\|89.41\|90.89\|83.00\|66398;2026-05-22\|82.74\|-0.64\|83.98\|84.99\|81.50\|61770;2026-05-25\|84.01\|1.53\|83.50\|85.69\|79.50\|88126;2026-05-26\|80.78\|-3.84\|84.98\|84.98\|79.95\|66976;2026-05-27\|77.08\|-4.58\|81.00\|81.00\|75.98\|75739;2026-05-28\|78.00\|1.19\|76.81\|78.49\|75.68\|44203;2026-05-29\|79.99\|2.55\|80.00\|87.87\|79.32\|93583;2026-06-01\|76.08\|-4.89\|81.42\|82.50\|76.02\|69720;2026-06-02\|74.90\|-1.55\|76.88\|76.92\|72.57\|55110;2026-06-03\|74.76\|-0.19\|74.37\|77.26\|73.90\|50513;2026-06-04\|73.86\|-1.20\|74.00\|75.68\|72.58\|32595;2026-06-05\|71.82\|-2.76\|73.81\|73.82\|71.00\|42612;2026-06-08\|70.00\|-2.53\|70.01\|72.97\|68.68\|52103;2026-06-09\|74.66\|6.66\|71.17\|75.60\|70.00\|62408;2026-06-10\|71.39\|-4.38\|74.00\|74.19\|70.50\|45744;2026-06-11\|67.64\|-5.25\|71.00\|71.50\|67.10\|48189;2026-06-12\|67.11\|-0.78\|69.69\|71.00\|66.91\|46517;2026-06-15\|71.94\|7.20\|67.78\|72.98\|67.78\|59022;2026-06-16\|72.27\|0.46\|72.56\|73.73\|71.05\|44949;2026-06-17\|73.29\|1.41\|71.28\|77.00\|71.28\|67291;2026-06-18\|73.33\|0.05\|73.47\|75.22\|72.71\|58504;2026-06-22\|75.87\|3.46\|76.80\|77.50\|72.67\|72805;2026-06-23\|73.81\|-2.72\|77.10\|78.83\|73.08\|72690;2026-06-24\|81.24\|10.07\|73.08\|83.31\|70.77\|120047;2026-06-25\|86.69\|6.71\|82.20\|90.00\|78.69\|144142;2026-06-26\|77.27\|-10.87\|85.00\|86.36\|77.20\|103315;2026-06-29\|73.79\|-4.50\|76.00\|78.60\|69.47\|94496;2026-06-30\|83.93\|13.74\|74.52\|88.50\|74.52\|176185;2026-07-01\|84.58\|0.77\|86.20\|89.49\|84.00\|113185;2026-07-02\|79.57\|-5.92\|81.09\|83.02\|78.30\|88010;2026-07-03\|77.58\|-2.50\|81.00\|81.36\|76.66\|60650;2026-07-06\|77.22\|-0.46\|79.42\|81.18\|76.03\|69470;2026-07-07\|75.00\|-2.87\|78.00\|79.99\|72.93\|63866;2026-07-08\|73.03\|-2.63\|76.00\|76.65\|71.00\|54991;2026-07-09\|76.88\|5.27\|73.15\|77.36\|70.97\|62039;2026-07-10\|78.82\|2.52\|78.00\|85.90\|77.00\|94666;2026-07-13\|74.68\|-5.25\|77.03\|79.08\|73.80\|69886;2026-07-14\|73.95\|-0.98\|74.51\|76.01\|59.81\|65066;2026-07-15\|74.29\|0.46\|75.34\|76.80\|73.09\|58992;2026-07-16\|72.06\|-3.00\|73.12\|75.75\|70.03\|50169;2026-07-17\|61.28\|-14.96\|72.00\|72.00\|60.01\|82304;2026-07-20\|55.56\|-9.33\|63.68\|64.30\|53.10\|105691;2026-07-21\|57.80\|4.03\|60.00\|61.10\|48.12\|119049;2026-07-22\|56.77\|-1.78\|57.00\|61.40\|56.25\|88842;2026-07-23\|55.81\|-1.69\|56.32\|58.74\|54.50\|56639;2026-07-24\|54.12\|-3.03\|55.00\|55.69\|52.60\|43531;2026-07-27\|59.05\|9.11\|53.83\|59.08\|52.20\|56539;2026-07-28\|55.27\|-6.40\|57.00\|59.02\|54.88\|47575;2026-07-29\|52.57\|-4.89\|55.50\|56.43\|50.98\|54871;2026-07-30\|48.50\|-7.74\|52.00\|52.71\|48.18\|57862;2026-07-31\|52.54\|8.33\|52.71\|54.41\|50.92\|65233;2026-08-03\|50.87\|-3.18\|53.86\|54.01\|50.31\|45990;2026-08-04\|57.00\|12.05\|52.00\|58.09\|51.02\|86785;2026-08-05\|62.65\|9.91\|56.55\|64.80\|55.88\|101216;2026-08-06\|62.33\|-0.51\|60.75\|63.90\|60.65\|74597;2026-08-07\|63.51\|1.89\|63.57\|64.99\|61.07\|62735;2026-08-10\|61.09\|-3.81\|64.65\|65.51\|60.02\|57468;2026-08-11\|60.94\|-0.25\|60.50\|61.80\|58.69\|41739;2026-08-12\|64.68\|6.14\|62.65\|65.20\|61.20\|76502;2026-08-13\|64.66\|-0.03\|70.27\|72.12\|64.60\|95320;2026-08-14\|66.72\|3.19\|65.29\|67.77\|64.70\|76872;2026-08-17\|67.75\|1.54\|66.74\|68.80\|64.62\|64534;2026-08-18\|66.34\|-2.08\|67.00\|68.68\|64.52\|58744;2026-08-19\|59.31\|-10.60\|64.05\|65.29\|58.71\|70465;2026-08-20\|61.89\|4.35\|60.08\|63.19\|58.18\|57207;2026-08-21\|61.45\|-0.71\|61.95\|62.28\|59.81\|35244;2026-08-24\|59.49\|-3.19\|61.46\|61.70\|57.00\|53974;2026-08-25\|60.35\|1.45\|58.21\|60.66\|57.26\|40694;2026-08-26\|59.17\|-1.96\|61.19\|61.19\|57.10\|45680;2026-08-27\|59.89\|1.22\|59.62\|60.93\|58.70\|40773;2026-08-28\|57.10\|-4.66\|59.88\|60.63\|57.07\|40664;2026-08-31\|59.75\|4.64\|56.06\|59.98\|55.72\|56465;2026-09-01\|57.81\|-3.25\|59.80\|60.00\|57.43\|40394;2026-09-02\|56.88\|-1.61\|56.77\|57.80\|55.55\|30242;2026-09-03\|57.39\|0.90\|57.34\|58.50\|56.32\|26997;2026-09-04\|56.00\|-2.42\|58.00\|58.60\|55.50\|34710;2026-09-07\|58.14\|3.82\|56.15\|58.17\|55.66\|35220;2026-09-08\|56.60\|-2.65\|57.83\|58.86\|56.24\|36551
124697	AI液冷需求已明确传导至上游设备端	定增审核通过+人形机器人+液冷+数控机床 1、据2026年4月30日公司公告，创世纪向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过。 2、据2025年11月6日互动易，公司钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感器、关节部件等核心零部件的精密加工；据2026年4月2日投资者关系活动记录表，公司已与部分机器人领域客户及其零部件加工厂商有合作关系。 3、据2026年4月2日投资者关系活动记录表，在 AI 液冷领域，针对 AI 服务器散热场景常见的散热器、冷板、热管、鳍片、冷头、大型分水器等不同工件加工需求，公司在已有机型上进行定制化升级，推出钻铣加工中心、立式加工中心、型材加工中心等组合产品解决方案。 4、公司是国内数控机床领先企业，主营高端数控机床。据2026年4月2日投资者关系活动记录表，2025年公司3C钻铣加工中心收入21.85亿元，市占率行业第一，海外业务收入3.91亿元，同比增长88.26%。	1、公司针对AI液冷服务器散热场景推出型材加工中心等组合方案，2025年已获多家液冷硬件厂商及代工厂订单，产品均价显著高于传统机型，26、27年出货量预期持续快速增长； 2、公司已与机器人领域部分客户及其零部件加工厂商有合作关系，公司多种产品（包括钻攻机、立式加工中心、卧式加工中心、五轴联动加工中心等）可用于人形机器人部分零部件的精密加工	2026-04-30\|10.19\|20.02\|9.17\|10.19\|9.17\|4003210;2026-05-06\|9.77\|-4.12\|9.98\|10.07\|9.60\|2746252;2026-05-07\|10.27\|5.12\|9.77\|10.42\|9.61\|2520018;2026-05-08\|10.41\|1.36\|10.10\|10.69\|9.95\|2163014;2026-05-11\|10.46\|0.48\|10.40\|10.71\|10.23\|1906681;2026-05-12\|10.18\|-2.68\|10.37\|10.93\|10.15\|1676526;2026-05-13\|10.13\|-0.49\|10.11\|10.36\|10.01\|1074671;2026-05-14\|10.53\|3.95\|10.11\|10.86\|9.95\|1876629;2026-05-15\|11.93\|13.30\|10.37\|12.47\|10.30\|3315504;2026-05-18\|11.82\|-0.92\|11.52\|12.00\|11.30\|1933387;2026-05-19\|11.55\|-2.28\|11.71\|11.81\|11.37\|1200676;2026-05-20\|11.23\|-2.77\|11.55\|11.56\|11.13\|959729;2026-05-21\|10.86\|-3.29\|11.24\|11.66\|10.82\|1538368;2026-05-22\|10.94\|0.74\|10.87\|11.00\|10.44\|1101658;2026-05-25\|10.67\|-2.47\|10.93\|10.93\|10.51\|1004639;2026-05-26\|10.88\|1.97\|10.78\|11.10\|10.59\|1498720;2026-05-27\|10.57\|-2.85\|10.65\|11.14\|10.46\|1314281;2026-05-28\|10.57\|0.00\|10.40\|10.77\|10.30\|823312;2026-05-29\|10.01\|-5.30\|10.57\|10.86\|9.91\|1145304;2026-06-01\|9.98\|-0.30\|10.06\|10.24\|9.92\|651899;2026-06-02\|9.93\|-0.50\|10.18\|10.26\|9.61\|770775;2026-06-03\|9.87\|-0.60\|9.80\|10.24\|9.74\|749853;2026-06-04\|9.71\|-1.62\|9.78\|9.79\|9.57\|673358;2026-06-05\|10.35\|6.59\|9.61\|10.63\|9.25\|1238788;2026-06-08\|10.25\|-0.97\|10.01\|10.66\|9.97\|1052369;2026-06-09\|11.01\|7.41\|10.30\|11.09\|10.16\|1489246;2026-06-10\|10.61\|-3.63\|10.80\|11.06\|10.50\|930487;2026-06-11\|10.43\|-1.70\|10.50\|10.63\|10.14\|787987;2026-06-12\|10.30\|-1.25\|10.60\|10.80\|10.19\|772356;2026-06-15\|10.79\|4.76\|10.36\|10.98\|10.35\|948783;2026-06-16\|11.36\|5.28\|10.88\|11.47\|10.70\|1042388;2026-06-17\|11.24\|-1.06\|11.17\|11.64\|11.08\|914556;2026-06-18\|11.70\|4.09\|11.20\|11.91\|11.14\|1131665;2026-06-22\|11.25\|-3.85\|11.70\|11.86\|10.97\|1032332;2026-06-23\|11.25\|0.00\|11.29\|11.68\|11.14\|721674;2026-06-24\|12.95\|15.11\|11.25\|13.19\|10.90\|2114726;2026-06-25\|13.16\|1.62\|12.95\|13.26\|12.69\|1619709;2026-06-26\|12.73\|-3.27\|13.03\|13.16\|12.17\|1582214;2026-06-29\|12.16\|-4.48\|12.97\|13.04\|12.03\|1268850;2026-06-30\|13.62\|12.01\|12.26\|13.79\|12.26\|1641903;2026-07-01\|13.66\|0.29\|13.55\|14.28\|13.51\|1275619;2026-07-02\|13.47\|-1.39\|13.39\|14.33\|13.27\|1525350;2026-07-03\|13.66\|1.41\|13.60\|14.45\|13.21\|1666427;2026-07-06\|14.39\|5.34\|13.45\|14.66\|13.35\|1889576;2026-07-07\|14.32\|-0.49\|14.09\|15.10\|13.98\|1704519;2026-07-08\|12.92\|-9.78\|14.23\|14.23\|12.85\|1945209;2026-07-09\|13.51\|4.57\|12.97\|13.61\|12.82\|1245493;2026-07-10\|13.31\|-1.48\|13.53\|14.13\|13.06\|1050105;2026-07-13\|11.43\|-14.12\|12.98\|12.98\|11.38\|1600692;2026-07-14\|11.60\|1.49\|11.37\|11.74\|10.99\|878775;2026-07-15\|11.60\|0.00\|11.73\|12.08\|11.11\|724908;2026-07-16\|11.88\|2.41\|11.76\|13.20\|11.72\|1484436;2026-07-17\|10.83\|-8.84\|11.89\|12.13\|10.63\|1273496;2026-07-20\|10.22\|-5.63\|11.31\|11.42\|9.95\|1190234;2026-07-21\|11.51\|12.62\|10.38\|11.55\|9.63\|1457235;2026-07-22\|10.88\|-5.47\|11.32\|11.50\|10.80\|861321;2026-07-23\|10.82\|-0.55\|10.87\|11.15\|10.70\|639219;2026-07-24\|10.99\|1.57\|10.70\|11.15\|10.45\|651066;2026-07-27\|11.45\|4.19\|10.88\|11.49\|10.66\|815042;2026-07-28\|10.59\|-7.51\|11.15\|11.33\|10.53\|846835;2026-07-29\|10.91\|3.02\|10.57\|10.95\|9.92\|998696;2026-07-30\|9.94\|-8.89\|10.93\|10.99\|9.74\|981363;2026-07-31\|10.41\|4.73\|10.75\|11.11\|10.38\|1092972;2026-08-03\|10.68\|2.59\|10.38\|10.79\|10.21\|576892;2026-08-04\|11.80\|10.49\|10.85\|11.88\|10.66\|1032884;2026-08-05\|12.97\|9.92\|11.88\|12.97\|11.70\|1170493;2026-08-06\|13.31\|2.62\|12.60\|13.55\|12.50\|1383049;2026-08-07\|14.48\|8.79\|13.70\|14.88\|13.63\|1881519;2026-08-10\|14.57\|0.62\|14.44\|14.79\|14.11\|1349608;2026-08-11\|14.03\|-3.71\|14.22\|14.59\|13.78\|1094490;2026-08-12\|14.44\|2.92\|14.00\|14.59\|13.90\|1000232;2026-08-13\|13.98\|-3.19\|14.34\|14.63\|13.97\|850098;2026-08-14\|13.95\|-0.21\|14.09\|14.26\|13.50\|760667;2026-08-17\|13.96\|0.07\|14.10\|14.19\|13.65\|799870;2026-08-18\|13.98\|0.14\|13.96\|14.50\|13.82\|868643;2026-08-19\|12.73\|-8.94\|13.55\|13.71\|12.63\|983511;2026-08-20\|13.41\|5.34\|12.93\|13.73\|12.62\|859104;2026-08-21\|13.53\|0.89\|13.36\|14.03\|13.14\|640444;2026-08-24\|13.37\|-1.18\|13.53\|13.63\|12.88\|605370;2026-08-25\|13.78\|3.07\|13.30\|13.88\|13.11\|1014756;2026-08-26\|13.35\|-3.12\|13.85\|14.00\|13.18\|1313114;2026-08-27\|13.43\|0.60\|13.31\|13.61\|12.87\|1224528;2026-08-28\|13.37\|-0.45\|13.60\|14.39\|13.24\|1165763;2026-08-31\|13.76\|2.92\|13.16\|13.85\|13.10\|805656;2026-09-01\|13.40\|-2.62\|13.72\|13.72\|13.30\|621740;2026-09-02\|13.39\|-0.07\|13.12\|13.63\|13.05\|573015;2026-09-03\|13.31\|-0.60\|13.52\|13.60\|13.01\|673780;2026-09-04\|12.29\|-7.66\|13.39\|13.55\|12.21\|930879;2026-09-07\|12.87\|4.72\|12.40\|13.00\|12.10\|779922;2026-09-08\|12.45\|-3.26\|12.80\|12.97\|12.31\|516467
124696	修订后的《集成电路布图设计保护条例》对外公布	球形硅微粉+纳米二氧化硅+一季报增长 1、据2026年6月4日投资者关系活动记录表，公司控股子公司江苏辉迈生产的球形硅微粉，已实现规模化连续生产与批量稳定交付，具备产业化能力；据2026年5月21日互动易，江苏辉迈具备化学合成法球形硅微粉的产业化能力。 2、公司主营纳米二氧化硅新材料，是国内消光用二氧化硅领域龙头企业，产品涵盖消光剂、吸附剂、开口剂及防锈颜料等，并已研发生产太阳能电池涂覆背板膜用二氧化硅。 3、据2026年4月24日公告，公司2026年一季度实现营收1.48亿元，同比增长35.51%，主要系产品销量增长及江苏辉迈并表所致；归母净利润3828.09万元，同比增长21.80%。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-04-30\|115.98\|3.86\|112.01\|121.08\|112.01\|57077;2026-05-06\|121.85\|5.06\|115.59\|123.03\|114.14\|61879;2026-05-07\|139.95\|14.85\|120.00\|142.01\|118.00\|73310;2026-05-08\|135.40\|-3.25\|138.02\|143.92\|134.39\|57584;2026-05-11\|138.99\|2.65\|137.04\|140.14\|133.01\|50339;2026-05-12\|147.95\|6.45\|137.07\|153.66\|134.30\|59652;2026-05-13\|149.80\|1.25\|142.36\|152.00\|140.65\|51638;2026-05-14\|143.00\|-4.54\|148.31\|157.60\|143.00\|47067;2026-05-15\|122.58\|-14.28\|143.01\|144.53\|118.98\|96016;2026-05-18\|121.00\|-1.29\|122.57\|123.95\|118.68\|49993;2026-05-19\|124.20\|2.64\|119.10\|125.00\|117.00\|47081;2026-05-20\|137.36\|10.60\|123.01\|143.41\|122.70\|74847;2026-05-21\|123.60\|-10.02\|137.38\|140.10\|122.00\|68687;2026-05-22\|139.60\|12.95\|125.00\|141.50\|125.00\|82120;2026-05-25\|132.28\|-5.24\|140.01\|140.62\|130.13\|75997;2026-05-26\|130.18\|-1.59\|130.96\|136.00\|123.00\|61224;2026-05-27\|118.60\|-8.90\|126.50\|127.00\|116.00\|67221;2026-05-28\|118.01\|-0.25\|117.81\|119.68\|111.50\|58352;2026-05-29\|138.60\|17.45\|120.00\|141.61\|118.51\|140979;2026-06-01\|140.48\|1.36\|141.18\|148.88\|136.00\|115192;2026-06-02\|140.34\|-0.10\|139.24\|146.96\|136.19\|81857;2026-06-03\|130.39\|-7.09\|137.10\|139.98\|128.01\|98501;2026-06-04\|140.70\|7.91\|129.01\|146.35\|126.26\|102155;2026-06-05\|132.62\|-5.74\|143.00\|147.51\|130.01\|87212;2026-06-08\|118.81\|-10.41\|122.90\|125.44\|116.40\|75244;2026-06-09\|127.15\|7.02\|123.00\|129.47\|119.18\|62204;2026-06-10\|124.85\|-1.81\|122.74\|128.38\|120.98\|41121;2026-06-11\|134.34\|7.60\|123.35\|134.50\|121.20\|74545;2026-06-12\|132.48\|-1.38\|137.00\|148.99\|131.33\|87367;2026-06-15\|158.98\|20.00\|138.00\|158.98\|133.06\|126790;2026-06-16\|171.01\|7.57\|161.45\|178.35\|158.00\|114921;2026-06-17\|195.17\|14.13\|174.41\|203.99\|174.41\|101895;2026-06-18\|194.90\|-0.14\|177.88\|198.30\|174.19\|95713;2026-06-22\|194.60\|-0.15\|193.81\|203.87\|187.00\|74334;2026-06-23\|181.60\|-6.68\|187.05\|187.68\|176.00\|65245;2026-06-24\|179.00\|-1.43\|182.00\|185.88\|177.22\|49469;2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890
124695		金属3D打印+商业航天+人形机器人行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月30日年报，公司已助力蓝箭航天、东方空间、九州云箭等多个商业航天客户完成发射、飞行任务，多个商业航天项目已进入批量生产阶段。 2、据2026年5月22日投资者关系活动记录表，2025年铂力特与优必选科技达成合作，为其提供全流程金属增材制造解决方案；公司与华力创科学联合研发了第二代光基多维力传感器。 3、据2026年4月30日年报，公司是国内金属增材制造龙头企业，业务覆盖金属3D打印全产业链，2025年营收18.52亿元，同比增长39.69%。	1、国内唯一构建完整3D打印产业生态的公司，已深度参与龙云发动机零件的研发生产，助力蓝箭航天、东方空间、九州云箭、星际荣耀、星众空间等多个商业航天客户完成发射、飞行任务，多个项目进入批量生产阶段； 2、公司与优必选达成合作，为其提供了全流程的金属增材制造解决方案	2026-04-30\|87.58\|4.67\|86.00\|88.14\|84.85\|138703;2026-05-06\|89.81\|2.55\|88.97\|92.73\|88.70\|130416;2026-05-07\|92.25\|2.72\|90.27\|92.70\|89.60\|107585;2026-05-08\|93.40\|1.25\|91.64\|94.48\|90.44\|118939;2026-05-11\|96.18\|2.98\|95.97\|96.70\|93.28\|172468;2026-05-12\|96.15\|-0.03\|96.05\|99.09\|93.77\|127609;2026-05-13\|95.02\|-1.18\|95.00\|97.10\|93.21\|129375;2026-05-14\|92.50\|-2.65\|96.00\|96.20\|91.50\|132309;2026-05-15\|88.68\|-4.13\|92.92\|93.85\|87.30\|134818;2026-05-18\|89.27\|0.67\|88.20\|91.50\|87.18\|94062;2026-05-19\|87.68\|-1.78\|89.00\|89.12\|85.60\|83568;2026-05-20\|91.19\|4.00\|86.81\|93.60\|84.93\|160955;2026-05-21\|86.52\|-5.12\|90.88\|92.60\|86.06\|108096;2026-05-22\|88.44\|2.22\|86.82\|91.30\|86.60\|101885;2026-05-25\|90.55\|2.39\|89.50\|92.17\|88.75\|110629;2026-05-26\|100.77\|11.29\|90.58\|101.48\|88.92\|273989;2026-05-27\|101.81\|1.03\|100.89\|103.48\|99.18\|221449;2026-05-28\|106.20\|4.31\|102.50\|108.29\|100.25\|207810;2026-05-29\|95.01\|-10.54\|108.00\|108.00\|95.00\|210940;2026-06-01\|98.31\|3.47\|95.20\|103.00\|89.85\|175871;2026-06-02\|96.97\|-1.36\|98.34\|101.05\|95.18\|123425;2026-06-03\|98.26\|1.33\|96.82\|101.50\|95.27\|149913;2026-06-04\|97.95\|-0.32\|96.50\|102.95\|94.50\|128514;2026-06-05\|98.40\|0.46\|100.02\|101.50\|96.00\|142638;2026-06-08\|87.21\|-11.37\|94.66\|96.65\|86.86\|173990;2026-06-09\|87.21\|0.00\|87.88\|88.20\|85.50\|109778;2026-06-10\|77.84\|-10.74\|85.98\|86.03\|77.00\|184129;2026-06-11\|74.12\|-4.78\|76.51\|76.99\|73.13\|141360;2026-06-12\|74.04\|-0.11\|75.59\|77.50\|73.60\|103532;2026-06-15\|75.50\|1.97\|74.46\|75.81\|74.03\|84589;2026-06-16\|74.50\|-1.32\|76.00\|76.63\|73.58\|104442;2026-06-17\|89.40\|20.00\|73.68\|89.40\|73.68\|171876;2026-06-18\|107.28\|20.00\|91.18\|107.28\|91.18\|321408;2026-06-22\|106.00\|-1.19\|110.00\|112.60\|100.00\|274692;2026-06-23\|98.69\|-6.90\|104.09\|105.00\|97.21\|155776;2026-06-24\|97.80\|-0.82\|98.65\|98.69\|95.08\|110277;2026-06-25\|104.98\|7.34\|97.78\|106.12\|94.77\|207348;2026-06-26\|100.80\|-3.98\|101.00\|105.50\|99.52\|138539;2026-06-29\|98.77\|-2.01\|101.66\|102.70\|95.43\|104904;2026-06-30\|102.40\|3.68\|100.00\|107.03\|96.99\|153406;2026-07-01\|107.08\|4.57\|101.33\|107.77\|100.27\|178872;2026-07-02\|110.10\|2.82\|103.77\|114.84\|100.50\|246486;2026-07-03\|112.10\|1.82\|109.76\|115.19\|108.00\|186506;2026-07-06\|100.05\|-10.75\|114.77\|116.00\|99.80\|179095;2026-07-07\|95.30\|-4.75\|100.98\|102.60\|94.46\|123247;2026-07-08\|90.01\|-5.55\|95.78\|98.33\|89.50\|115472;2026-07-09\|108.01\|20.00\|91.47\|108.01\|90.30\|179781;2026-07-10\|111.05\|2.81\|109.73\|125.00\|109.73\|361635;2026-07-13\|102.00\|-8.15\|108.95\|113.00\|100.15\|198470;2026-07-14\|99.56\|-2.39\|104.04\|104.62\|94.50\|135306;2026-07-15\|116.20\|16.71\|102.00\|119.47\|102.00\|324271;2026-07-16\|111.82\|-3.77\|112.71\|118.97\|111.00\|189015;2026-07-17\|99.16\|-11.32\|111.82\|113.49\|99.01\|199920;2026-07-20\|96.50\|-2.68\|102.22\|104.12\|92.77\|195760;2026-07-21\|101.00\|4.66\|97.56\|105.50\|94.00\|213421;2026-07-22\|92.60\|-8.32\|99.99\|100.60\|92.50\|198570;2026-07-23\|90.35\|-2.43\|92.65\|96.59\|89.28\|122826;2026-07-24\|81.91\|-9.34\|90.00\|90.00\|80.88\|154179;2026-07-27\|86.28\|5.34\|81.24\|87.15\|80.89\|107686;2026-07-28\|83.52\|-3.20\|84.20\|85.30\|80.89\|97865;2026-07-29\|82.16\|-1.63\|84.70\|84.95\|78.40\|121998;2026-07-30\|76.80\|-6.52\|82.00\|83.68\|76.23\|109875;2026-07-31\|81.41\|6.00\|84.00\|86.61\|81.33\|148253;2026-08-03\|82.84\|1.76\|82.39\|84.68\|80.52\|97107;2026-08-04\|87.49\|5.61\|83.75\|88.46\|83.01\|118120;2026-08-05\|96.20\|9.96\|88.58\|97.16\|88.00\|154457;2026-08-06\|100.55\|4.52\|95.48\|103.66\|95.02\|152289;2026-08-07\|110.34\|9.74\|100.72\|111.31\|100.50\|218227;2026-08-10\|110.31\|-0.03\|110.59\|111.60\|107.13\|127081;2026-08-11\|108.70\|-1.46\|108.11\|111.19\|105.50\|111953;2026-08-12\|108.73\|0.03\|108.00\|110.79\|106.53\|91856;2026-08-13\|106.30\|-2.23\|108.33\|112.46\|106.30\|90394;2026-08-14\|109.73\|3.23\|107.20\|110.54\|105.00\|88117;2026-08-17\|115.75\|5.49\|111.00\|117.69\|107.57\|129870;2026-08-18\|114.35\|-1.21\|115.00\|115.53\|112.50\|74514;2026-08-19\|97.92\|-14.37\|115.81\|115.81\|97.50\|200753;2026-08-20\|106.68\|8.95\|99.88\|112.99\|97.50\|184994;2026-08-21\|105.46\|-1.14\|108.70\|112.88\|103.28\|120775;2026-08-24\|104.91\|-0.52\|106.68\|110.97\|102.77\|136379;2026-08-25\|105.86\|0.91\|97.92\|108.80\|96.91\|148743;2026-08-26\|101.40\|-4.21\|107.90\|108.30\|100.92\|80138;2026-08-27\|103.70\|2.27\|101.85\|104.89\|98.89\|112364;2026-08-28\|102.70\|-0.96\|103.37\|108.65\|101.78\|93170;2026-08-31\|117.27\|14.19\|101.80\|117.45\|99.77\|238086;2026-09-01\|113.00\|-3.64\|117.26\|118.30\|112.70\|89596;2026-09-02\|115.00\|1.77\|114.77\|120.49\|111.08\|145638;2026-09-03\|113.76\|-1.08\|116.00\|116.50\|110.03\|88924;2026-09-04\|109.09\|-4.11\|114.02\|115.49\|107.71\|83987;2026-09-07\|111.00\|1.75\|111.03\|117.50\|110.06\|134521;2026-09-08\|116.47\|4.93\|110.80\|121.00\|109.30\|20083082
124694	AI液冷需求已明确传导至上游设备端	液冷服务器+电子水泵+汽车+泛工业行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	1、公司针对机器人关节等部位日益增长的液冷散热需求，依托公司在电子泵、温控阀及集成模块等新能源热管理产品上的技术优势，积极布局机器人领域液冷市场； 2、公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产	2026-04-30\|35.88\|-1.27\|36.35\|36.80\|35.60\|227027;2026-05-06\|36.51\|1.76\|36.00\|37.17\|35.82\|331229;2026-05-07\|39.40\|7.92\|36.71\|39.60\|36.08\|587360;2026-05-08\|43.34\|10.00\|38.14\|43.34\|38.14\|493952;2026-05-11\|44.50\|2.68\|45.04\|45.51\|43.40\|638742;2026-05-12\|46.49\|4.47\|44.63\|46.92\|43.46\|519141;2026-05-13\|46.70\|0.45\|46.15\|48.10\|45.02\|438957;2026-05-14\|45.00\|-3.64\|46.80\|47.45\|44.89\|323325;2026-05-15\|44.43\|-1.27\|45.01\|45.96\|43.35\|349410;2026-05-18\|45.03\|1.35\|44.50\|45.97\|43.70\|299444;2026-05-19\|46.37\|2.98\|45.00\|46.53\|43.53\|410320;2026-05-20\|49.03\|5.74\|46.13\|49.36\|45.44\|489310;2026-05-21\|44.58\|-9.08\|48.20\|48.85\|44.52\|548688;2026-05-22\|46.68\|4.71\|44.70\|47.76\|44.70\|339138;2026-05-25\|45.77\|-1.95\|46.68\|46.69\|44.89\|258805;2026-05-26\|42.65\|-6.82\|45.77\|45.88\|41.37\|437668;2026-05-27\|40.96\|-3.96\|42.58\|43.12\|40.65\|286733;2026-05-28\|42.93\|4.81\|40.51\|43.33\|40.02\|293053;2026-05-29\|38.65\|-9.97\|42.81\|42.86\|38.64\|315451;2026-06-01\|38.68\|0.08\|38.99\|40.85\|37.62\|392327;2026-06-02\|40.45\|4.58\|38.76\|40.58\|37.38\|416517;2026-06-03\|39.16\|-3.19\|42.75\|43.80\|38.49\|575385;2026-06-04\|41.40\|5.72\|38.46\|43.08\|38.29\|637070;2026-06-05\|39.55\|-4.47\|40.00\|41.55\|39.30\|358940;2026-06-08\|38.12\|-3.62\|37.45\|41.00\|37.45\|316469;2026-06-09\|41.40\|8.60\|38.88\|41.68\|38.46\|346748;2026-06-10\|41.20\|-0.48\|41.50\|41.71\|39.25\|333257;2026-06-11\|40.46\|-1.80\|41.01\|42.80\|40.09\|272404;2026-06-12\|41.40\|2.32\|41.14\|42.78\|40.80\|317164;2026-06-15\|45.22\|9.23\|41.99\|45.40\|41.70\|413426;2026-06-16\|45.33\|0.24\|45.57\|46.66\|44.97\|339013;2026-06-17\|44.73\|-1.32\|44.86\|45.75\|44.02\|266281;2026-06-18\|45.71\|2.88\|44.85\|46.83\|44.50\|337523;2026-06-22\|43.07\|-5.78\|45.39\|46.00\|41.14\|508868;2026-06-23\|44.99\|4.46\|45.95\|47.00\|43.40\|640146;2026-06-24\|49.49\|10.00\|44.50\|49.49\|43.50\|687251;2026-06-25\|51.89\|4.85\|52.04\|53.28\|51.16\|671810;2026-06-26\|48.12\|-7.27\|51.50\|52.52\|47.53\|581845;2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251;2026-07-13\|49.15\|-6.98\|51.94\|55.50\|48.97\|417919;2026-07-14\|54.07\|10.01\|49.35\|54.07\|49.31\|424866;2026-07-15\|55.90\|3.38\|55.13\|58.79\|54.00\|557317;2026-07-16\|54.68\|-2.18\|54.92\|57.30\|52.00\|458288;2026-07-17\|49.21\|-10.00\|54.14\|56.60\|49.21\|547223;2026-07-20\|44.29\|-10.00\|49.00\|51.32\|44.29\|487236;2026-07-21\|47.06\|6.25\|44.14\|47.50\|39.86\|637364;2026-07-22\|48.05\|2.10\|47.00\|51.40\|47.00\|456315;2026-07-23\|50.10\|4.27\|49.91\|52.86\|49.02\|481030;2026-07-24\|48.19\|-3.81\|49.50\|52.00\|47.50\|422931;2026-07-27\|49.97\|3.69\|48.18\|50.00\|45.20\|345551;2026-07-28\|44.97\|-10.01\|48.01\|48.50\|44.97\|297901;2026-07-29\|40.92\|-9.01\|43.00\|43.59\|40.47\|517397;2026-07-30\|36.83\|-10.00\|39.90\|40.81\|36.83\|278756;2026-07-31\|34.60\|-6.05\|38.00\|38.90\|34.37\|651415;2026-08-03\|31.55\|-8.81\|33.61\|33.69\|31.30\|546635;2026-08-04\|34.71\|10.02\|31.86\|34.71\|30.91\|365321;2026-08-05\|38.17\|9.97\|35.19\|38.18\|34.23\|600735;2026-08-06\|37.85\|-0.84\|37.39\|38.68\|36.29\|454614;2026-08-07\|39.61\|4.65\|38.00\|40.08\|37.66\|439465;2026-08-10\|39.52\|-0.23\|39.61\|40.45\|37.80\|357385;2026-08-11\|39.72\|0.51\|39.49\|41.26\|38.99\|475497;2026-08-12\|42.85\|7.88\|40.33\|43.69\|39.29\|521196;2026-08-13\|41.65\|-2.80\|43.48\|44.23\|41.40\|477650;2026-08-14\|42.60\|2.28\|43.28\|44.92\|42.02\|503159;2026-08-17\|46.11\|8.24\|42.99\|46.11\|42.84\|400634;2026-08-18\|45.99\|-0.26\|46.11\|46.50\|44.00\|449342;2026-08-19\|41.80\|-9.11\|44.90\|45.05\|41.42\|411069;2026-08-20\|42.70\|2.15\|42.55\|43.10\|41.02\|372034;2026-08-21\|46.97\|10.00\|44.83\|46.97\|44.70\|359544;2026-08-24\|48.80\|3.90\|50.73\|51.67\|47.61\|824958;2026-08-25\|51.56\|5.66\|48.48\|52.65\|47.00\|758906;2026-08-26\|49.30\|-4.38\|51.02\|51.56\|48.00\|574266;2026-08-27\|54.23\|10.00\|51.49\|54.23\|50.00\|623353;2026-08-28\|53.33\|-1.66\|54.23\|55.31\|53.05\|661020;2026-08-31\|54.90\|2.94\|51.29\|55.46\|50.98\|596236;2026-09-01\|52.79\|-3.84\|54.95\|54.95\|52.59\|411166;2026-09-02\|58.07\|10.00\|51.51\|58.07\|51.51\|578043;2026-09-03\|63.03\|8.54\|58.00\|63.88\|57.42\|915775;2026-09-04\|58.26\|-7.57\|63.07\|63.97\|57.58\|939228;2026-09-07\|57.37\|-1.53\|57.68\|58.35\|55.30\|763438;2026-09-08\|58.59\|2.13\|57.00\|59.28\|54.25\|869090
124693	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI视觉+边缘计算+光纤KVMS+商业航天行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年4月27日年报，公司2025年AI系列产品实现收入2534.22万元，同比增长212.59%，形成“专业视听产品+AI系列产品”双轮驱动的业务格局；据2026年6月4日及6月10日投资者关系活动记录，相关AI试点项目得到客户认可，公司继续大力推广AI系列产品。 2、据2026年4月27日年报，公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，算法种类多样并可根据客户需求定制开发。 3、据2025年11月17日互动易及2026年4月27日年报，公司光纤KVMS解决方案已应用于中国载人航天工程和探月工程指挥控制中心，助力“天问一号”成功发射；分布式坐席系统已部署于某市低空飞行服务中心项目。	1、公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，打造“事前预警-事中干预-事后追溯”的全流程闭环监管体系； 2、公司产品已应用于航空、航天等相关领域，为中国载人航天工程和探月工程的指挥控制中心提供了“光纤KVMS解决方案”，助力中国首次火星探测“天问一号”成功发射	2026-04-30\|37.01\|0.08\|36.99\|37.46\|36.87\|11296;2026-05-06\|37.06\|0.14\|37.19\|37.65\|36.82\|19163;2026-05-07\|37.49\|1.16\|37.00\|37.95\|37.00\|19931;2026-05-08\|38.15\|1.76\|37.49\|38.34\|37.09\|20880;2026-05-11\|38.09\|-0.16\|38.43\|38.44\|37.76\|17269;2026-05-12\|36.75\|-3.52\|37.85\|38.10\|36.50\|20771;2026-05-13\|36.80\|0.14\|36.77\|37.87\|35.65\|21852;2026-05-14\|36.42\|-1.03\|36.99\|37.17\|36.21\|13421;2026-05-15\|35.86\|-1.54\|36.45\|36.63\|35.66\|14122;2026-05-18\|36.05\|0.53\|35.67\|36.18\|35.60\|7880;2026-05-19\|36.33\|0.78\|36.15\|36.38\|35.58\|9467;2026-05-20\|35.70\|-1.73\|36.32\|36.32\|35.40\|9307;2026-05-21\|34.17\|-4.29\|35.80\|36.27\|34.00\|16255;2026-05-22\|35.18\|2.96\|34.48\|36.19\|33.80\|16004;2026-05-25\|36.31\|3.21\|36.19\|36.35\|35.31\|15360;2026-05-26\|35.15\|-3.19\|36.07\|36.21\|34.74\|13977;2026-05-27\|34.74\|-1.17\|35.20\|35.78\|34.64\|10419;2026-05-28\|36.10\|3.91\|34.74\|36.35\|34.50\|17573;2026-05-29\|36.79\|1.91\|36.20\|37.82\|35.63\|23393;2026-06-01\|37.95\|3.15\|37.18\|38.49\|36.62\|22918;2026-06-02\|37.05\|-2.37\|37.90\|38.15\|36.10\|20501;2026-06-03\|37.55\|1.35\|36.94\|37.95\|36.36\|15809;2026-06-04\|38.30\|2.00\|37.24\|38.68\|37.16\|24626;2026-06-05\|38.17\|-0.34\|37.92\|38.71\|37.60\|22829;2026-06-08\|37.66\|-1.34\|37.20\|38.59\|37.04\|19880;2026-06-09\|27.60\|3.41\|26.75\|27.80\|26.61\|32114;2026-06-10\|26.89\|-2.57\|27.59\|27.59\|26.41\|25934;2026-06-11\|26.30\|-2.19\|26.67\|26.69\|25.81\|18734;2026-06-12\|27.92\|6.16\|26.54\|28.93\|26.18\|76866;2026-06-15\|27.72\|-0.72\|27.66\|28.10\|27.23\|41407;2026-06-16\|28.38\|2.38\|27.45\|28.50\|26.77\|60586;2026-06-17\|27.43\|-3.35\|27.84\|28.30\|27.32\|37179;2026-06-18\|27.44\|0.04\|27.16\|28.05\|26.85\|31472;2026-06-22\|26.29\|-4.19\|27.50\|27.85\|25.79\|36521;2026-06-23\|26.21\|-0.30\|25.92\|27.07\|25.71\|26009;2026-06-24\|28.52\|8.81\|26.30\|28.83\|24.83\|83572;2026-06-25\|29.09\|2.00\|28.48\|29.87\|28.20\|79705;2026-06-26\|30.02\|3.20\|29.30\|30.78\|29.00\|71190;2026-06-29\|33.02\|9.99\|29.88\|33.02\|29.08\|93804;2026-06-30\|36.32\|9.99\|34.06\|36.32\|33.36\|34882;2026-07-01\|36.94\|1.71\|36.32\|38.30\|36.27\|154846;2026-07-02\|37.50\|1.52\|36.17\|39.46\|36.03\|100117;2026-07-03\|35.28\|-5.92\|37.51\|38.63\|33.96\|95533;2026-07-06\|35.29\|0.03\|35.96\|36.16\|34.25\|55845;2026-07-07\|38.82\|10.00\|37.30\|38.82\|37.30\|18215;2026-07-08\|42.70\|9.99\|42.70\|42.70\|42.70\|11301;2026-07-09\|45.47\|6.49\|46.89\|46.89\|40.00\|148239;2026-07-10\|47.56\|4.60\|46.10\|49.00\|45.50\|122918;2026-07-13\|46.74\|-1.72\|44.76\|49.60\|44.76\|91158;2026-07-14\|42.07\|-9.99\|45.89\|46.98\|42.07\|86559;2026-07-15\|40.08\|-4.73\|41.55\|43.30\|39.58\|98707;2026-07-16\|39.58\|-1.25\|39.40\|39.79\|37.22\|81243;2026-07-17\|35.86\|-9.40\|39.49\|39.49\|35.69\|60338;2026-07-20\|33.70\|-6.02\|37.07\|37.96\|32.80\|64082;2026-07-21\|34.39\|2.05\|33.47\|34.62\|30.67\|55370;2026-07-22\|36.87\|7.21\|34.52\|37.83\|33.78\|104223;2026-07-23\|35.62\|-3.39\|36.74\|39.00\|34.50\|88945;2026-07-24\|39.18\|9.99\|34.50\|39.18\|34.00\|84214;2026-07-27\|38.27\|-2.32\|39.00\|39.48\|35.26\|110231;2026-07-28\|37.52\|-1.96\|37.31\|39.00\|37.11\|66908;2026-07-29\|34.99\|-6.74\|37.18\|37.68\|34.39\|67020;2026-07-30\|31.49\|-10.00\|34.67\|34.92\|31.49\|50959;2026-07-31\|31.80\|0.98\|31.88\|32.99\|31.49\|53164;2026-08-03\|34.98\|10.00\|34.00\|34.98\|32.51\|23079;2026-08-04\|38.48\|10.01\|36.68\|38.48\|33.78\|88459;2026-08-05\|42.32\|9.98\|39.56\|42.33\|38.59\|118463;2026-08-06\|40.00\|-5.48\|44.24\|44.24\|39.56\|139168;2026-08-07\|40.59\|1.48\|38.80\|41.83\|38.00\|114425;2026-08-10\|40.90\|0.76\|40.43\|41.43\|39.61\|80767;2026-08-11\|40.50\|-0.98\|40.36\|41.28\|39.56\|52337;2026-08-12\|41.38\|2.17\|40.29\|41.80\|39.99\|52573;2026-08-13\|41.58\|0.48\|41.22\|42.56\|41.22\|53056;2026-08-14\|41.48\|-0.24\|41.40\|43.00\|40.26\|49645;2026-08-17\|45.63\|10.00\|41.09\|45.63\|41.05\|50160;2026-08-18\|50.19\|9.99\|48.50\|50.19\|48.27\|53380;2026-08-19\|46.32\|-7.71\|48.00\|49.98\|45.80\|91926;2026-08-20\|47.00\|1.47\|47.53\|47.99\|45.54\|64428;2026-08-21\|45.35\|-3.51\|46.11\|46.29\|44.88\|52559;2026-08-24\|43.50\|-4.08\|45.35\|45.43\|42.39\|44194;2026-08-25\|42.37\|-2.60\|43.56\|44.03\|41.89\|42692;2026-08-26\|40.59\|-4.20\|42.11\|42.72\|40.29\|38273;2026-08-27\|40.72\|0.32\|40.48\|41.18\|39.61\|46454;2026-08-28\|40.08\|-1.57\|40.32\|41.38\|39.90\|39267;2026-08-31\|39.22\|-2.15\|38.83\|39.48\|38.07\|39804;2026-09-01\|37.90\|-3.37\|39.63\|39.65\|37.38\|40148;2026-09-02\|37.53\|-0.98\|37.32\|37.80\|36.50\|37769;2026-09-03\|36.67\|-2.29\|37.73\|37.99\|36.64\|30262;2026-09-04\|35.35\|-3.60\|36.82\|37.21\|35.04\|39232;2026-09-07\|38.89\|10.01\|35.34\|38.89\|35.30\|48214;2026-09-08\|40.11\|3.14\|39.99\|41.43\|38.40\|93946
124692	“易中天”集体回应“美国光模块禁令”	光刻机+光学元件+国企 1、据2025年年度报告，公司精密光学元件可应用于半导体设备等领域，产品涵盖窗口片、棱镜、光栅等；据2026年7月23日互动易，公司可以为激光器厂商提供晶体、光学元件和激光器件等关键元器件。 2、据2025年年度报告，公司是全球规模最大的LBO、BBO晶体元器件生产企业，核心晶体市场占有率约70%，处于国际领先地位。 3、公司控股股东及实际控制人为中国科学院福建物质结构研究所，属于国有企业。	公司具有磁光晶体到法拉第旋光片全制程能力。光隔离器基于法拉第磁光效应，有效提高激光系统的稳定性和输出功率，主要应用于光纤通信、光信息处理系统和精密光学测量系统中	2026-04-30\|86.82\|-0.20\|89.81\|90.89\|85.70\|315107;2026-05-06\|92.66\|6.73\|89.01\|95.45\|86.57\|486582;2026-05-07\|98.40\|6.19\|92.66\|100.45\|90.50\|453325;2026-05-08\|108.24\|10.00\|95.90\|108.24\|94.02\|575045;2026-05-11\|108.69\|0.42\|114.00\|114.00\|104.32\|668102;2026-05-12\|113.36\|4.30\|110.94\|117.55\|104.28\|681292;2026-05-13\|116.32\|2.61\|108.05\|118.99\|108.05\|507447;2026-05-14\|113.76\|-2.20\|115.74\|124.60\|113.13\|435460;2026-05-15\|105.82\|-6.98\|112.74\|117.00\|104.29\|477666;2026-05-18\|104.73\|-1.03\|103.00\|108.50\|103.00\|343810;2026-05-19\|105.45\|0.69\|103.15\|105.88\|98.31\|345103;2026-05-20\|108.10\|2.51\|104.99\|110.94\|101.30\|420153;2026-05-21\|100.58\|-6.96\|108.99\|109.84\|100.00\|472381;2026-05-22\|105.56\|4.95\|100.58\|107.00\|98.90\|456558;2026-05-25\|111.89\|6.00\|109.00\|114.00\|106.91\|520713;2026-05-26\|104.00\|-7.05\|111.00\|112.83\|102.20\|409902;2026-05-27\|100.25\|-3.61\|102.20\|106.27\|98.67\|389477;2026-05-28\|107.84\|7.57\|102.02\|108.63\|99.52\|478115;2026-05-29\|100.56\|-6.75\|110.00\|110.65\|99.80\|419933;2026-06-01\|91.34\|-9.17\|99.51\|100.36\|91.00\|397464;2026-06-02\|93.65\|2.53\|92.98\|95.05\|89.26\|308214;2026-06-03\|99.00\|5.71\|95.52\|103.02\|95.52\|461236;2026-06-04\|97.20\|-1.82\|95.81\|98.66\|95.51\|295109;2026-06-05\|94.40\|-2.88\|96.30\|100.00\|93.79\|295036;2026-06-08\|86.50\|-8.37\|88.08\|90.86\|85.98\|324352;2026-06-09\|90.92\|5.11\|88.20\|91.20\|87.23\|264678;2026-06-10\|88.03\|-3.18\|89.35\|90.06\|86.78\|204341;2026-06-11\|90.72\|3.06\|87.88\|92.83\|87.88\|287793;2026-06-12\|90.38\|-0.37\|93.98\|93.99\|89.28\|258112;2026-06-15\|96.29\|6.54\|91.00\|96.47\|90.08\|352128;2026-06-16\|100.10\|3.96\|96.29\|101.72\|95.03\|422645;2026-06-17\|104.47\|4.37\|97.87\|104.73\|97.45\|444401;2026-06-18\|103.00\|-1.41\|102.44\|103.58\|100.88\|364855;2026-06-22\|101.52\|-1.44\|103.36\|108.15\|99.62\|443055;2026-06-23\|93.00\|-8.39\|100.00\|100.00\|91.37\|450440;2026-06-24\|95.02\|2.17\|90.96\|96.25\|90.71\|300653;2026-06-25\|98.31\|3.46\|96.00\|99.50\|93.00\|383172;2026-06-26\|90.18\|-8.27\|96.15\|96.19\|90.12\|340177;2026-06-29\|84.70\|-6.08\|88.83\|92.20\|82.82\|319482;2026-06-30\|92.28\|8.95\|85.40\|93.00\|83.77\|354486;2026-07-01\|87.19\|-5.52\|92.00\|92.16\|86.38\|280550;2026-07-02\|85.15\|-2.34\|84.80\|88.76\|82.85\|222406;2026-07-03\|82.30\|-3.35\|84.28\|85.86\|82.18\|211060;2026-07-06\|80.51\|-2.17\|84.50\|84.59\|78.10\|220183;2026-07-07\|76.66\|-4.78\|80.00\|80.31\|75.01\|274821;2026-07-08\|76.40\|-0.21\|77.25\|79.30\|73.90\|235077;2026-07-09\|81.37\|6.51\|77.92\|81.77\|74.02\|299438;2026-07-10\|77.45\|-4.82\|81.57\|84.50\|77.44\|277798;2026-07-13\|71.09\|-8.21\|77.00\|77.65\|70.80\|249375;2026-07-14\|73.12\|2.86\|72.00\|73.73\|68.77\|275315;2026-07-15\|69.81\|-4.53\|73.68\|74.35\|69.21\|194670;2026-07-16\|65.93\|-5.56\|68.58\|70.29\|65.31\|226505;2026-07-17\|60.05\|-8.92\|66.12\|66.48\|59.34\|287552;2026-07-20\|55.15\|-8.16\|62.23\|62.86\|54.05\|315997;2026-07-21\|59.58\|8.03\|56.55\|59.86\|49.65\|397820;2026-07-22\|57.52\|-3.46\|58.86\|61.11\|57.04\|275694;2026-07-23\|57.30\|-0.38\|58.00\|59.65\|56.74\|197027;2026-07-24\|55.99\|-2.29\|56.78\|57.87\|55.61\|155428;2026-07-27\|57.29\|2.32\|55.98\|57.89\|54.89\|187763;2026-07-28\|58.40\|1.94\|63.02\|63.02\|57.90\|692653;2026-07-29\|52.56\|-10.00\|56.53\|56.53\|52.56\|406518;2026-07-30\|47.30\|-10.01\|49.94\|51.48\|47.30\|458224;2026-07-31\|49.03\|3.66\|49.83\|51.90\|49.01\|445340;2026-08-03\|49.02\|-0.02\|48.28\|49.80\|47.60\|266308;2026-08-04\|52.92\|7.96\|49.98\|53.46\|49.20\|334150;2026-08-05\|58.21\|10.00\|52.00\|58.21\|51.88\|399922;2026-08-06\|59.55\|2.30\|58.21\|60.68\|57.07\|380522;2026-08-07\|62.07\|4.23\|60.20\|62.22\|59.08\|331025;2026-08-10\|61.14\|-1.50\|62.36\|63.26\|59.47\|289956;2026-08-11\|63.13\|3.25\|60.11\|64.95\|59.71\|332508;2026-08-12\|65.50\|3.75\|63.06\|66.60\|62.66\|349416;2026-08-13\|63.69\|-2.76\|66.50\|66.80\|63.60\|298540;2026-08-14\|64.96\|1.99\|64.38\|65.54\|63.50\|209024;2026-08-17\|67.65\|4.14\|66.00\|67.77\|64.61\|261002;2026-08-18\|68.87\|1.80\|67.65\|69.17\|66.06\|309233;2026-08-19\|61.98\|-10.00\|66.50\|66.50\|61.98\|392004;2026-08-20\|63.59\|2.60\|62.99\|64.63\|61.88\|227929;2026-08-21\|64.61\|1.60\|63.52\|66.60\|62.00\|217147;2026-08-24\|62.60\|-3.11\|64.60\|64.91\|60.59\|223040;2026-08-25\|63.75\|1.84\|61.44\|64.46\|60.22\|207561;2026-08-26\|64.90\|1.80\|63.91\|65.89\|63.63\|189211;2026-08-27\|67.63\|4.21\|65.78\|68.50\|64.76\|245762;2026-08-28\|68.15\|0.77\|68.77\|70.69\|68.00\|278082;2026-08-31\|70.50\|3.45\|67.33\|70.60\|66.53\|267654;2026-09-01\|67.55\|-4.18\|70.63\|70.70\|67.00\|213745;2026-09-02\|66.59\|-1.42\|66.65\|67.96\|66.10\|148668;2026-09-03\|66.23\|-0.54\|67.40\|67.89\|65.50\|131779;2026-09-04\|64.40\|-2.76\|66.70\|68.65\|63.95\|175501;2026-09-07\|68.29\|6.04\|65.29\|68.58\|64.49\|211967;2026-09-08\|66.49\|-2.64\|68.31\|68.80\|66.22\|148373
124691		磷化工+黄磷涨价+中报预增 1、据2026年7月14日公告，公司预计2026年半年度归母净利润为9440万元至1.40亿元，同比增长409%至657%，业绩增长主要受国际地缘局势及新能源产业需求拉动，黄磷及磷酸产品价格同比上涨，磷酸销量增长较大。 2、据2025年年报，公司主营黄磷、磷酸、磷酸盐等精细磷化工产品，拥有从矿山、电力、黄磷到精细磷化工产品的一体化产业链，黄磷年产能16万吨，磷酸年产能30万吨。 3、据2026年7月8日互动易，公司磷酸产品仅由广西钦州工厂生产，产能为30万吨/年，黄磷产能未发生变化，上述产品现阶段均维持满负荷生产。	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%	2026-04-30\|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;2026-07-13\|9.87\|-9.12\|10.66\|10.80\|9.78\|255402;2026-07-14\|10.33\|4.66\|10.16\|10.35\|9.93\|275098;2026-07-15\|10.58\|2.42\|10.36\|10.85\|10.30\|225814;2026-07-16\|9.97\|-5.77\|10.33\|10.50\|9.84\|227069;2026-07-17\|9.55\|-4.21\|9.90\|9.92\|9.39\|202538;2026-07-20\|8.95\|-6.28\|9.61\|9.72\|8.82\|236338;2026-07-21\|9.26\|3.46\|8.93\|9.32\|8.28\|269518;2026-07-22\|9.10\|-1.73\|9.22\|9.45\|9.06\|176777;2026-07-23\|9.59\|5.38\|9.00\|9.65\|8.99\|213098;2026-07-24\|9.20\|-4.07\|9.46\|9.72\|9.18\|186480;2026-07-27\|9.45\|2.72\|9.18\|9.45\|9.13\|138161;2026-07-28\|9.37\|-0.85\|9.29\|9.54\|9.25\|104019;2026-07-29\|9.59\|2.35\|9.40\|9.68\|9.10\|189026;2026-07-30\|9.35\|-2.50\|9.63\|9.68\|9.32\|173706;2026-07-31\|9.56\|2.25\|9.45\|9.68\|9.45\|169498;2026-08-03\|9.69\|1.36\|9.59\|9.77\|9.41\|150182;2026-08-04\|10.03\|3.51\|9.69\|10.07\|9.65\|202357;2026-08-05\|11.03\|9.97\|10.01\|11.03\|10.01\|293606;2026-08-06\|10.82\|-1.90\|10.71\|11.07\|10.62\|330800;2026-08-07\|11.05\|2.13\|10.82\|11.39\|10.78\|316254;2026-08-10\|11.52\|4.25\|11.18\|11.67\|10.99\|318061;2026-08-11\|10.85\|-5.82\|11.38\|11.39\|10.84\|308787;2026-08-12\|10.94\|0.83\|10.79\|11.04\|10.77\|185574;2026-08-13\|10.93\|-0.09\|10.95\|11.24\|10.87\|216894;2026-08-14\|10.92\|-0.09\|10.84\|10.92\|10.64\|181330;2026-08-17\|11.12\|1.83\|10.90\|11.23\|10.71\|180822;2026-08-18\|11.47\|3.15\|11.33\|11.97\|11.32\|413312;2026-08-19\|10.65\|-7.15\|11.09\|11.25\|10.59\|304407;2026-08-20\|10.67\|0.19\|10.80\|11.08\|10.60\|195394;2026-08-21\|10.58\|-0.84\|10.78\|10.79\|10.24\|146287;2026-08-24\|10.83\|2.36\|10.64\|11.07\|10.31\|249649;2026-08-25\|10.84\|0.09\|10.65\|11.05\|10.49\|206243;2026-08-26\|11.11\|2.49\|10.68\|11.15\|10.63\|254792;2026-08-27\|11.10\|-0.09\|11.11\|11.20\|10.92\|218109;2026-08-28\|11.28\|1.62\|11.02\|11.42\|11.00\|242505;2026-08-31\|11.16\|-1.06\|11.23\|11.44\|10.97\|213956;2026-09-01\|11.17\|0.09\|11.00\|11.39\|11.00\|212470;2026-09-02\|11.28\|0.98\|11.08\|11.61\|10.70\|311664;2026-09-03\|10.97\|-2.75\|11.28\|11.34\|10.94\|204459;2026-09-04\|10.77\|-1.82\|10.97\|11.19\|10.70\|178453;2026-09-07\|10.66\|-1.02\|10.67\|10.79\|10.60\|142986;2026-09-08\|11.10\|4.13\|10.66\|11.30\|10.66\|310632
124690	修订后的《集成电路布图设计保护条例》对外公布	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-04-30\|32.66\|0.15\|32.85\|32.93\|32.10\|55237;2026-05-06\|33.42\|2.33\|32.98\|34.51\|32.97\|114465;2026-05-07\|33.39\|-0.09\|33.56\|33.58\|33.00\|69258;2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|14681495
124689		定增收购钨钽资产+磁选设备+江西国资公司原因： 1、据2026年2月12日公告，公司拟向特定对象发行股票募资18.82亿元，用于收购江西江钨硬质合金有限公司、赣州华茂钨材料有限公司、九江有色金属冶炼有限公司各100%股权，交易完成后将新增钨制品及钽铌制品业务，实现钨产业链及钽铌产业链资源整合。 2、据2026年2月12日公告，公司目前主营磁选装备，是国内立环脉动高梯度磁选技术方案解决供应商，交易完成后产品品类将大幅拓宽。 3、据2026年2月12日公告，公司控股股东江西钨业控股集团有限公司由江西省国资委实际控制。	公司拟定增募资不超过19亿元，用于收购控股股东旗下江钨硬质合金、华茂钨材料及九江有色金属冶炼三家公司100%股权，拟注入钨制品及钽铌制品领域优质资产	2026-04-30\|14.35\|-1.17\|14.70\|14.73\|14.31\|615510;2026-05-06\|14.62\|1.88\|14.23\|14.76\|14.10\|421350;2026-05-07\|15.02\|2.74\|14.61\|15.15\|14.48\|484193;2026-05-08\|15.36\|2.26\|14.95\|16.03\|14.78\|680319;2026-05-11\|15.19\|-1.11\|15.67\|15.68\|15.09\|424057;2026-05-12\|14.90\|-1.91\|15.23\|15.38\|14.73\|287359;2026-05-13\|15.09\|1.28\|14.87\|15.38\|14.78\|358361;2026-05-14\|14.27\|-5.43\|14.96\|15.00\|14.25\|351952;2026-05-15\|13.94\|-2.31\|14.20\|14.26\|13.80\|291094;2026-05-18\|13.96\|0.14\|13.70\|14.25\|13.70\|242659;2026-05-19\|13.74\|-1.58\|14.09\|14.09\|13.40\|226831;2026-05-20\|13.17\|-4.15\|13.65\|13.77\|12.96\|369640;2026-05-21\|12.77\|-3.04\|13.10\|13.63\|12.77\|350718;2026-05-22\|13.34\|4.46\|12.90\|13.50\|12.77\|272689;2026-05-25\|13.10\|-1.80\|13.34\|13.56\|13.07\|260927;2026-05-26\|13.95\|6.49\|13.00\|14.25\|12.84\|533182;2026-05-27\|13.68\|-1.94\|14.07\|15.12\|13.66\|718126;2026-05-28\|13.72\|0.29\|13.68\|14.05\|13.41\|359020;2026-05-29\|13.94\|1.60\|13.83\|14.49\|13.35\|512793;2026-06-01\|13.38\|-4.02\|13.93\|14.22\|13.35\|375032;2026-06-02\|13.69\|2.32\|13.26\|13.86\|12.81\|444889;2026-06-03\|14.07\|2.78\|13.54\|14.28\|13.45\|500374;2026-06-04\|13.92\|-1.07\|14.04\|14.08\|13.60\|356687;2026-06-05\|13.62\|-2.16\|13.93\|14.08\|13.46\|337026;2026-06-08\|13.50\|-0.88\|13.02\|14.18\|13.02\|441104;2026-06-09\|14.07\|4.22\|13.58\|14.10\|13.35\|473189;2026-06-10\|13.82\|-1.78\|14.02\|14.40\|13.60\|390327;2026-06-11\|14.26\|3.18\|13.90\|14.59\|13.72\|696239;2026-06-12\|14.72\|3.23\|14.20\|15.44\|14.05\|947864;2026-06-15\|15.17\|3.06\|15.45\|15.59\|14.84\|796554;2026-06-16\|16.69\|10.02\|15.01\|16.69\|14.94\|665711;2026-06-17\|18.36\|10.01\|17.11\|18.36\|16.51\|1457805;2026-06-18\|20.20\|10.02\|18.36\|20.20\|17.98\|1537512;2026-06-22\|22.22\|10.00\|21.98\|22.22\|21.98\|251224;2026-06-23\|24.44\|9.99\|24.44\|24.44\|23.60\|1780060;2026-06-24\|25.51\|4.38\|24.83\|26.87\|22.80\|2072916;2026-06-25\|25.68\|0.67\|25.63\|26.18\|24.42\|1183349;2026-06-26\|26.04\|1.40\|25.40\|27.15\|24.80\|1012856;2026-06-29\|27.50\|5.61\|26.49\|28.64\|26.48\|1164706;2026-06-30\|27.23\|-0.98\|28.13\|29.49\|26.62\|1208837;2026-07-01\|29.95\|9.99\|27.40\|29.95\|27.40\|416111;2026-07-02\|28.50\|-4.84\|29.48\|31.79\|28.50\|1414765;2026-07-03\|25.65\|-10.00\|27.88\|28.49\|25.65\|1431500;2026-07-06\|23.09\|-9.98\|25.00\|26.03\|23.09\|887985;2026-07-07\|20.78\|-10.00\|22.50\|22.61\|20.78\|957633;2026-07-08\|19.14\|-7.89\|20.88\|21.28\|19.01\|943170;2026-07-09\|19.86\|3.76\|19.41\|19.86\|18.45\|797398;2026-07-10\|18.84\|-5.14\|19.55\|20.54\|18.82\|726069;2026-07-13\|17.50\|-7.11\|18.80\|19.17\|17.28\|651902;2026-07-14\|18.26\|4.34\|17.85\|18.42\|17.39\|612914;2026-07-15\|17.57\|-3.78\|18.63\|19.06\|17.51\|652192;2026-07-16\|16.61\|-5.46\|17.47\|17.69\|16.49\|502730;2026-07-17\|15.67\|-5.66\|16.80\|17.04\|15.50\|670751;2026-07-20\|14.10\|-10.02\|16.00\|16.22\|14.10\|594170;2026-07-21\|15.05\|6.74\|14.25\|15.21\|12.69\|1007296;2026-07-22\|14.45\|-3.99\|14.82\|15.31\|14.10\|690131;2026-07-23\|14.59\|0.97\|14.65\|15.00\|14.22\|607590;2026-07-24\|13.85\|-5.07\|14.45\|14.55\|13.78\|402908;2026-07-27\|14.74\|6.43\|13.85\|14.74\|13.40\|508983;2026-07-28\|13.89\|-5.77\|14.59\|14.82\|13.71\|506045;2026-07-29\|13.37\|-3.74\|13.90\|14.10\|13.17\|662311;2026-07-30\|12.34\|-7.70\|13.40\|13.72\|12.12\|756175;2026-07-31\|12.61\|2.19\|12.89\|13.43\|12.60\|659700;2026-08-03\|12.68\|0.56\|12.71\|13.30\|12.58\|638929;2026-08-04\|13.95\|10.02\|12.81\|13.95\|12.71\|789503;2026-08-05\|15.35\|10.04\|14.00\|15.35\|13.98\|1465444;2026-08-06\|16.89\|10.03\|16.50\|16.89\|16.50\|242789;2026-08-07\|18.41\|9.00\|18.12\|18.58\|17.21\|2155323;2026-08-10\|17.89\|-2.82\|18.07\|19.28\|16.70\|2125121;2026-08-11\|17.04\|-4.75\|17.24\|17.70\|16.89\|1262965;2026-08-12\|18.74\|9.98\|17.04\|18.74\|16.84\|967337;2026-08-13\|17.50\|-6.62\|19.56\|20.00\|17.43\|1705608;2026-08-14\|18.06\|3.20\|17.50\|18.70\|17.30\|1258860;2026-08-17\|18.67\|3.38\|18.08\|18.69\|17.69\|1134917;2026-08-18\|18.84\|0.91\|18.67\|19.71\|18.28\|1210260;2026-08-19\|16.96\|-9.98\|17.80\|18.25\|16.96\|977482;2026-08-20\|16.49\|-2.77\|16.98\|17.23\|16.25\|923650;2026-08-21\|18.14\|10.01\|16.37\|18.14\|16.37\|1024796;2026-08-24\|18.23\|0.50\|18.67\|18.95\|17.30\|1184860;2026-08-25\|17.56\|-3.68\|18.00\|18.21\|17.20\|811409;2026-08-26\|17.30\|-1.48\|17.71\|17.89\|17.07\|771110;2026-08-27\|19.03\|10.00\|17.10\|19.03\|17.10\|1025324;2026-08-28\|19.19\|0.84\|19.07\|19.57\|18.80\|1595004;2026-08-31\|19.17\|-0.10\|18.60\|19.22\|18.43\|952923;2026-09-01\|18.69\|-2.50\|19.20\|19.32\|18.60\|743261;2026-09-02\|18.33\|-1.93\|18.49\|18.67\|17.96\|624602;2026-09-03\|17.89\|-2.40\|18.60\|18.65\|17.43\|817681;2026-09-04\|16.78\|-6.20\|18.19\|18.25\|16.50\|1008013;2026-09-07\|17.57\|4.71\|16.73\|18.10\|16.50\|934298;2026-09-08\|17.08\|-2.79\|17.55\|17.73\|16.95\|663305
124688	宇树科技申购日期确定	机器人+消费电子+AI散热+扭亏为盈行业原因： 7月30日晚，宇树科技发布公告称，其科创板IPO将于8月10日启动申购，作为A股人形机器人第一股，其上市进程正式落地。公司原因： 1、据2026年4月23日年报及2026年5月20日业绩说明会，公司在巩固消费电子主业的同时，持续推进业务结构优化，重点布局机器人结构件及模组业务，目前相关业务占营收比例较低。 2、公司主要从事消费电子、医疗器械等领域的精密金属及塑胶结构件制造，为富士康等国际知名客户提供服务，产品应用于苹果等终端品牌。 3、据2026年4月23日年报，公司2026年将重点布局AI、显示散热模组结构件及其他相关部件业务，依托精密加工能力提升产品交付能力。 4、据2026年7月15日业绩预告，公司预计2026年半年度归母净利润为2.3亿元至3.15亿元，同比扭亏为盈，主要系出售子公司科森医疗100%股权产生约6亿元投资收益。	1、公司为某品牌家用机器人提供相关结构件； 2、公司与清陶能源共同投资设立了合资公司——科森清陶能源科技有限公司，专注于固态电池的集成、组装和系统集成等业务	2026-04-30\|25.16\|5.01\|23.80\|25.29\|23.33\|548254;2026-05-06\|25.44\|1.11\|25.47\|25.88\|25.00\|473626;2026-05-07\|27.13\|6.64\|25.33\|27.30\|25.23\|533218;2026-05-08\|27.70\|2.10\|26.90\|28.84\|26.75\|538934;2026-05-11\|27.62\|-0.29\|27.29\|27.84\|26.48\|436669;2026-05-12\|26.60\|-3.69\|27.51\|27.99\|26.17\|448129;2026-05-13\|26.34\|-0.98\|26.31\|26.63\|26.00\|302860;2026-05-14\|25.45\|-3.38\|26.40\|26.45\|25.35\|348442;2026-05-15\|25.55\|0.39\|25.50\|26.50\|24.62\|448488;2026-05-18\|26.71\|4.54\|25.10\|27.40\|24.88\|457979;2026-05-19\|27.06\|1.31\|26.88\|27.87\|26.75\|395230;2026-05-20\|26.35\|-2.62\|26.93\|26.93\|25.80\|316643;2026-05-21\|27.38\|3.91\|26.79\|28.99\|26.35\|718984;2026-05-22\|28.06\|2.48\|27.45\|28.40\|26.83\|487901;2026-05-25\|27.27\|-2.82\|27.94\|28.60\|26.90\|454535;2026-05-26\|26.55\|-2.64\|26.90\|27.55\|25.98\|414455;2026-05-27\|25.47\|-4.07\|26.29\|26.98\|25.20\|437986;2026-05-28\|25.81\|1.33\|25.20\|27.68\|25.20\|492807;2026-05-29\|24.00\|-7.01\|25.99\|26.10\|23.82\|426378;2026-06-01\|23.37\|-2.62\|24.00\|25.76\|23.33\|427603;2026-06-02\|22.74\|-2.70\|23.55\|23.68\|22.40\|367440;2026-06-03\|22.33\|-1.80\|22.74\|23.59\|21.80\|401609;2026-06-04\|23.08\|3.36\|22.00\|23.50\|21.86\|378391;2026-06-05\|23.03\|-0.22\|22.94\|23.92\|22.09\|326986;2026-06-08\|23.99\|4.17\|22.30\|25.33\|22.16\|588594;2026-06-09\|23.21\|-3.25\|24.00\|24.07\|22.88\|373158;2026-06-10\|21.84\|-5.90\|22.99\|22.99\|21.51\|361018;2026-06-11\|21.31\|-2.43\|21.68\|21.71\|20.79\|319091;2026-06-12\|21.10\|-0.99\|21.55\|21.85\|20.95\|241039;2026-06-15\|21.90\|3.79\|21.18\|22.00\|21.13\|300580;2026-06-16\|21.80\|-0.46\|21.69\|22.07\|21.40\|228036;2026-06-17\|21.41\|-1.79\|21.60\|22.60\|21.34\|273024;2026-06-18\|21.18\|-1.07\|21.36\|21.66\|20.91\|334681;2026-06-22\|20.84\|-1.61\|21.00\|21.09\|19.70\|361493;2026-06-23\|20.44\|-1.92\|20.68\|21.00\|20.25\|212767;2026-06-24\|20.36\|-0.39\|20.24\|20.68\|19.79\|207245;2026-06-25\|19.59\|-3.78\|20.27\|20.98\|19.50\|263137;2026-06-26\|18.56\|-5.26\|19.41\|19.41\|18.51\|261713;2026-06-29\|17.82\|-3.99\|18.00\|18.60\|17.28\|269735;2026-06-30\|18.50\|3.82\|17.89\|18.79\|17.68\|224338;2026-07-01\|19.80\|7.03\|18.32\|20.10\|18.06\|386434;2026-07-02\|20.37\|2.88\|19.98\|21.78\|19.70\|503951;2026-07-03\|20.73\|1.77\|20.39\|21.48\|20.20\|408630;2026-07-06\|18.66\|-9.99\|20.45\|20.56\|18.66\|340908;2026-07-07\|17.80\|-4.61\|18.96\|19.25\|17.76\|300208;2026-07-08\|16.45\|-7.58\|17.81\|17.97\|16.37\|285380;2026-07-09\|16.90\|2.74\|16.44\|16.98\|15.95\|263957;2026-07-10\|17.01\|0.65\|17.00\|17.89\|16.86\|230648;2026-07-13\|15.63\|-8.11\|16.87\|16.91\|15.56\|213654;2026-07-14\|15.82\|1.22\|15.63\|15.90\|15.04\|166922;2026-07-15\|15.27\|-3.48\|15.80\|15.89\|15.15\|167168;2026-07-16\|15.03\|-1.57\|15.34\|15.80\|14.81\|216884;2026-07-17\|13.82\|-8.05\|14.90\|15.02\|13.57\|319280;2026-07-20\|12.54\|-9.26\|14.30\|14.38\|12.44\|347828;2026-07-21\|13.30\|6.06\|12.68\|13.32\|11.47\|325507;2026-07-22\|13.07\|-1.73\|13.38\|13.42\|12.95\|215816;2026-07-23\|13.33\|1.99\|13.15\|13.47\|12.82\|185631;2026-07-24\|12.90\|-3.23\|13.10\|13.40\|12.86\|144465;2026-07-27\|13.33\|3.33\|12.80\|13.33\|12.73\|151132;2026-07-28\|12.96\|-2.78\|13.19\|13.53\|12.91\|158527;2026-07-29\|13.14\|1.39\|13.00\|13.29\|12.62\|191699;2026-07-30\|12.09\|-7.99\|13.03\|13.05\|11.90\|271703;2026-07-31\|13.00\|7.53\|12.53\|13.30\|12.52\|545687;2026-08-03\|13.25\|1.92\|13.00\|13.60\|12.91\|332254;2026-08-04\|13.74\|3.70\|13.37\|13.83\|13.15\|287701;2026-08-05\|15.11\|9.97\|13.70\|15.11\|13.62\|427986;2026-08-06\|15.68\|3.77\|15.24\|15.78\|15.00\|492494;2026-08-07\|15.73\|0.32\|15.68\|15.99\|15.32\|394295;2026-08-10\|15.77\|0.25\|15.73\|15.82\|15.10\|247582;2026-08-11\|16.56\|5.01\|15.76\|16.94\|15.43\|530151;2026-08-12\|16.59\|0.18\|16.50\|17.33\|16.15\|568534;2026-08-13\|16.65\|0.36\|16.55\|17.23\|16.22\|495827;2026-08-14\|16.59\|-0.36\|16.66\|16.89\|16.05\|350301;2026-08-17\|16.91\|1.93\|16.54\|17.15\|16.36\|352617;2026-08-18\|16.92\|0.06\|16.97\|17.00\|16.61\|254939;2026-08-19\|15.41\|-8.92\|16.60\|16.70\|15.25\|366286;2026-08-20\|16.95\|9.99\|15.57\|16.95\|15.25\|493995;2026-08-21\|18.65\|10.03\|17.50\|18.65\|17.49\|436553;2026-08-24\|19.48\|4.45\|18.40\|20.27\|18.40\|1082660;2026-08-25\|20.05\|2.93\|19.30\|20.26\|18.33\|824650;2026-08-26\|19.63\|-2.09\|20.01\|20.47\|19.04\|538238;2026-08-27\|19.84\|1.07\|19.54\|20.00\|19.11\|565084;2026-08-28\|19.29\|-2.77\|19.62\|20.80\|19.29\|447089;2026-08-31\|20.78\|7.72\|18.85\|21.00\|18.85\|615939;2026-09-01\|19.93\|-4.09\|20.42\|20.92\|19.87\|447336;2026-09-02\|19.48\|-2.26\|19.73\|19.98\|19.40\|271272;2026-09-03\|19.73\|1.28\|19.49\|19.85\|19.00\|300268;2026-09-04\|17.93\|-9.12\|19.93\|20.07\|17.83\|573377;2026-09-07\|19.72\|9.98\|18.30\|19.72\|18.29\|305538;2026-09-08\|21.69\|9.99\|20.82\|21.69\|20.70\|597449
124687	8月电子布价格现年内最大单月涨幅	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728;2026-07-17\|160.28\|-9.45\|176.80\|179.79\|159.30\|145944;2026-07-20\|144.25\|-10.00\|165.60\|167.48\|144.25\|154632;2026-07-21\|158.68\|10.00\|152.13\|158.68\|134.01\|144641;2026-07-22\|155.06\|-2.28\|159.12\|169.50\|154.00\|173917;2026-07-23\|153.83\|-0.79\|158.16\|167.90\|152.35\|142799;2026-07-24\|145.77\|-5.24\|150.81\|152.00\|144.21\|117743;2026-07-27\|160.35\|10.00\|147.67\|160.35\|144.39\|223604;2026-07-28\|148.64\|-7.30\|157.31\|164.60\|146.50\|204637;2026-07-29\|139.07\|-6.44\|148.63\|154.99\|133.97\|256380;2026-07-30\|125.16\|-10.00\|134.11\|138.99\|125.16\|223602;2026-07-31\|128.13\|2.37\|137.50\|137.68\|127.52\|254006;2026-08-03\|115.32\|-10.00\|124.84\|127.00\|115.32\|248186;2026-08-04\|125.55\|8.87\|118.00\|126.85\|112.60\|279474;2026-08-05\|138.11\|10.00\|123.18\|138.11\|122.36\|216274;2026-08-06\|148.74\|7.70\|138.00\|150.98\|137.02\|316551;2026-08-07\|158.80\|6.76\|149.36\|163.61\|146.20\|387872;2026-08-10\|157.54\|-0.79\|161.50\|165.58\|149.70\|323480;2026-08-11\|152.82\|-3.00\|151.01\|158.97\|149.03\|213864;2026-08-12\|154.49\|1.09\|152.79\|156.55\|149.79\|192038;2026-08-13\|151.68\|-1.82\|156.88\|160.90\|151.30\|217284;2026-08-14\|154.18\|1.65\|151.00\|156.50\|145.50\|233956;2026-08-17\|160.93\|4.38\|156.50\|162.23\|154.19\|232989;2026-08-18\|157.22\|-2.31\|162.50\|164.51\|153.77\|195901;2026-08-19\|141.50\|-10.00\|150.00\|152.50\|141.50\|184247;2026-08-20\|137.40\|-2.90\|141.50\|142.00\|135.01\|183895;2026-08-21\|140.41\|2.19\|137.42\|143.03\|134.31\|145910;2026-08-24\|133.90\|-4.64\|140.00\|140.15\|129.86\|129593;2026-08-25\|133.16\|-0.55\|130.53\|135.90\|127.46\|109448;2026-08-26\|133.92\|0.57\|134.23\|135.57\|129.97\|102669;2026-08-27\|140.76\|5.11\|135.89\|141.80\|133.70\|135429;2026-08-28\|139.17\|-1.13\|138.50\|144.18\|138.01\|138586;2026-08-31\|147.55\|6.02\|133.74\|149.74\|133.34\|192952;2026-09-01\|138.60\|-6.07\|150.21\|151.99\|134.87\|229139;2026-09-02\|136.30\|-1.66\|134.64\|141.32\|134.64\|134701;2026-09-03\|134.10\|-1.61\|137.12\|138.00\|132.34\|111188;2026-09-04\|120.69\|-10.00\|134.90\|135.50\|120.69\|266534;2026-09-07\|123.82\|2.59\|120.00\|126.65\|118.73\|256526;2026-09-08\|126.78\|2.39\|123.08\|132.87\|123.00\|200568
124686	《新型电力系统建设“十五五”规划》对外发布	黄金+电机+风电+储能 1、据2024年年报，公司将依托控股股东与经营管理团队在黄金勘探、开采、加工及产成品交易等领域积累的深厚资源与丰富经验，积极探寻在上游资源行业及其衍生行业的产业切入契机，重点聚焦上中游业务环节如矿山开采、精炼加工等环节。 2、据2026年4月18日年报，公司专注于大中型交直流电机、发电机及试验系统产品，产品覆盖风电、水利、石化等行业，半直驱风力发电机容量继续扩展，并自主完成用于储能项目的发电机/电动机双运行状态无刷励磁同步机研制。 3、据2026年4月18日年报及2026年5月26日业绩说明会，公司控股股东已变更为高地资源，实控人为郭文军。公司战略布局“电机+资源”双主业，积极考察上游资源类业务机会。	公司专注大中型交直流电机、发电机，产品覆盖风电、水利、石化等行业	2026-04-30\|24.91\|-2.62\|25.40\|25.40\|24.70\|54140;2026-05-06\|25.49\|2.33\|25.10\|25.85\|24.98\|59670;2026-05-07\|25.75\|1.02\|25.58\|26.09\|25.40\|60198;2026-05-08\|26.55\|3.11\|25.60\|26.74\|25.42\|91471;2026-05-11\|26.40\|-0.56\|26.50\|27.08\|26.10\|77902;2026-05-12\|25.72\|-2.58\|26.41\|26.42\|25.55\|60526;2026-05-13\|25.22\|-1.94\|25.90\|25.92\|25.20\|60426;2026-05-14\|24.45\|-3.05\|25.14\|25.21\|24.45\|58997;2026-05-15\|24.84\|1.60\|24.45\|25.57\|24.00\|73731;2026-05-18\|23.91\|-3.74\|24.70\|24.70\|23.60\|91246;2026-05-19\|23.95\|0.17\|23.90\|24.88\|23.80\|66418;2026-05-20\|23.01\|-3.92\|23.78\|23.94\|22.40\|88795;2026-05-21\|22.01\|-4.35\|23.09\|23.33\|21.81\|74664;2026-05-22\|22.17\|0.73\|21.96\|22.44\|21.59\|41240;2026-05-25\|22.00\|-0.77\|22.15\|22.44\|21.31\|53396;2026-05-26\|22.33\|1.50\|22.08\|22.86\|21.58\|68787;2026-05-27\|21.20\|-5.06\|22.28\|22.37\|21.08\|65519;2026-05-28\|23.32\|10.00\|21.10\|23.32\|21.04\|97370;2026-05-29\|21.42\|-7.99\|23.63\|23.82\|21.42\|104187;2026-06-01\|21.62\|0.93\|21.67\|22.09\|21.42\|50298;2026-06-02\|21.14\|-2.22\|21.42\|21.60\|20.60\|56636;2026-06-03\|20.62\|-2.46\|21.10\|21.27\|20.39\|48893;2026-06-04\|20.41\|-1.02\|20.48\|21.08\|20.20\|38913;2026-06-05\|20.21\|-0.98\|20.49\|21.05\|19.69\|63649;2026-06-08\|19.33\|-4.35\|19.83\|20.09\|19.15\|50903;2026-06-09\|19.29\|-0.21\|19.43\|19.60\|18.95\|41405;2026-06-10\|18.65\|-3.32\|19.00\|19.11\|18.23\|55564;2026-06-11\|19.14\|2.63\|18.58\|19.26\|18.00\|59529;2026-06-12\|19.26\|0.63\|19.18\|19.83\|18.89\|51191;2026-06-15\|19.53\|1.40\|19.44\|19.77\|19.08\|42448;2026-06-16\|19.36\|-0.87\|19.47\|19.79\|19.18\|33336;2026-06-17\|19.14\|-1.14\|19.04\|19.53\|19.01\|32749;2026-06-18\|18.88\|-1.36\|19.14\|19.29\|18.80\|26578;2026-06-22\|18.10\|-4.13\|18.88\|18.88\|17.48\|83034;2026-06-23\|18.15\|0.28\|18.00\|18.86\|17.95\|76081;2026-06-24\|17.60\|-3.03\|18.09\|18.10\|17.06\|68839;2026-06-25\|17.05\|-3.12\|17.52\|17.52\|16.93\|76646;2026-06-26\|16.40\|-3.81\|17.00\|17.12\|16.32\|55651;2026-06-29\|16.28\|-0.73\|16.50\|16.54\|15.88\|65551;2026-06-30\|16.22\|-0.37\|16.26\|16.70\|16.00\|51080;2026-07-01\|16.93\|4.38\|16.23\|17.53\|16.23\|77775;2026-07-02\|17.07\|0.83\|16.71\|18.18\|16.51\|70609;2026-07-03\|17.60\|3.10\|17.43\|17.96\|17.01\|85655;2026-07-06\|16.57\|-5.85\|17.49\|17.55\|16.57\|73978;2026-07-07\|16.09\|-2.90\|16.41\|16.75\|16.07\|42510;2026-07-08\|15.67\|-2.61\|16.09\|16.09\|15.67\|39128;2026-07-09\|15.75\|0.51\|15.68\|15.79\|15.18\|38633;2026-07-10\|16.21\|2.92\|15.83\|16.60\|15.52\|48633;2026-07-13\|15.14\|-6.60\|16.31\|16.42\|15.10\|49981;2026-07-14\|15.35\|1.39\|15.14\|15.35\|14.75\|40180;2026-07-15\|15.15\|-1.30\|15.11\|15.68\|15.01\|35442;2026-07-16\|15.18\|0.20\|14.99\|15.51\|14.94\|38868;2026-07-17\|14.42\|-5.01\|15.20\|15.29\|14.27\|46396;2026-07-20\|13.92\|-3.47\|14.42\|14.87\|13.74\|65026;2026-07-21\|14.19\|1.94\|13.91\|14.21\|13.13\|69673;2026-07-22\|15.61\|10.01\|14.00\|15.61\|13.98\|139638;2026-07-23\|17.17\|9.99\|16.85\|17.17\|16.31\|48278;2026-07-24\|16.40\|-4.48\|17.52\|18.09\|16.33\|258909;2026-07-27\|18.04\|10.00\|15.68\|18.04\|15.68\|213685;2026-07-28\|17.66\|-2.11\|17.65\|18.40\|17.45\|158087;2026-07-29\|18.62\|5.44\|17.79\|19.30\|17.67\|251548;2026-07-30\|19.91\|6.93\|18.54\|20.30\|18.00\|258443;2026-07-31\|19.46\|-2.26\|18.98\|19.83\|18.20\|197575;2026-08-03\|18.80\|-3.39\|19.19\|19.40\|18.54\|119202;2026-08-04\|18.77\|-0.16\|18.99\|19.02\|18.40\|116950;2026-08-05\|20.65\|10.02\|19.00\|20.65\|18.60\|227640;2026-08-06\|22.72\|10.02\|22.00\|22.72\|21.90\|200695;2026-08-07\|22.42\|-1.32\|22.01\|22.72\|21.18\|309053;2026-08-10\|23.51\|4.86\|22.42\|23.74\|22.05\|275629;2026-08-11\|23.36\|-0.64\|23.50\|24.80\|23.21\|237556;2026-08-12\|23.61\|1.07\|23.30\|23.99\|22.89\|147808;2026-08-13\|22.00\|-6.82\|23.78\|24.19\|21.90\|160074;2026-08-14\|21.88\|-0.55\|22.00\|22.22\|21.29\|126732;2026-08-17\|20.97\|-4.16\|21.25\|22.05\|20.57\|135891;2026-08-18\|20.36\|-2.91\|20.82\|21.00\|19.97\|104136;2026-08-19\|19.27\|-5.35\|20.00\|20.12\|19.16\|85138;2026-08-20\|21.20\|10.02\|19.80\|21.20\|19.80\|64458;2026-08-21\|20.79\|-1.93\|21.78\|21.78\|20.14\|164264;2026-08-24\|20.76\|-0.14\|20.69\|21.30\|20.16\|113134;2026-08-25\|20.06\|-3.37\|20.67\|21.10\|19.67\|95653;2026-08-26\|20.21\|0.75\|20.10\|20.49\|19.50\|65452;2026-08-27\|20.37\|0.79\|20.10\|20.50\|19.80\|47525;2026-08-28\|20.36\|-0.05\|20.30\|20.50\|20.03\|32048;2026-08-31\|19.60\|-3.73\|19.52\|19.94\|18.78\|76186;2026-09-01\|19.79\|0.97\|19.42\|20.46\|19.42\|83925;2026-09-02\|19.44\|-1.77\|19.69\|19.69\|19.22\|39284;2026-09-03\|19.79\|1.80\|19.38\|20.08\|19.38\|41708;2026-09-04\|19.35\|-2.22\|20.26\|20.65\|19.28\|48842;2026-09-07\|19.22\|-0.67\|19.30\|19.41\|19.05\|42484;2026-09-08\|19.25\|0.16\|19.38\|19.49\|19.01\|28742
124685		涨停揭秘：公司AI就业学习机量产交付进度加快，叠加2026年省考、事业单位招考密集启动，培训需求集中释放；涨停缘由：AI学习硬件终端进入放量阶段，配套高端就业服务提升客单价；多地事业单位招聘计划同比增加超20%；公司渠道下沉成效显现；资金逻辑：主力资金重点布局职业教育AI化主线，中公教育融资余额单周增长超30%，龙虎榜显示机构席位净买入；风险提示：AI硬件毛利率低于传统培训，盈利结构面临调整；招考政策变动存在不确定性；应收账款周转压力仍存	国内领先的全品类职业教育机构，AI教育生态取得关键进展，旗下子公司新希纪元核心产品Token平台正式上线试运行	2026-04-30\|2.65\|3.11\|2.56\|2.65\|2.55\|1709822;2026-05-06\|2.66\|0.38\|2.65\|2.68\|2.62\|1544049;2026-05-07\|2.67\|0.38\|2.66\|2.68\|2.64\|1200813;2026-05-08\|2.71\|1.50\|2.68\|2.72\|2.67\|1636711;2026-05-11\|2.75\|1.48\|2.71\|2.79\|2.68\|1906416;2026-05-12\|2.67\|-2.91\|2.73\|2.74\|2.65\|1658937;2026-05-13\|2.69\|0.75\|2.66\|2.70\|2.65\|1056236;2026-05-14\|2.58\|-4.09\|2.69\|2.71\|2.57\|1685715;2026-05-15\|2.57\|-0.39\|2.57\|2.61\|2.55\|1247864;2026-05-18\|2.54\|-1.17\|2.56\|2.56\|2.52\|993155;2026-05-19\|2.57\|1.18\|2.55\|2.58\|2.53\|958928;2026-05-20\|2.51\|-2.33\|2.55\|2.55\|2.48\|1237454;2026-05-21\|2.42\|-3.59\|2.51\|2.54\|2.41\|1574510;2026-05-22\|2.42\|0.00\|2.43\|2.44\|2.39\|1067067;2026-05-25\|2.45\|1.24\|2.43\|2.46\|2.39\|1188756;2026-05-26\|2.58\|5.31\|2.44\|2.64\|2.43\|2468466;2026-05-27\|2.48\|-3.88\|2.56\|2.57\|2.46\|1469359;2026-05-28\|2.46\|-0.81\|2.46\|2.50\|2.43\|1016758;2026-05-29\|2.42\|-1.63\|2.45\|2.47\|2.41\|1044859;2026-06-01\|2.43\|0.41\|2.44\|2.45\|2.40\|1163955;2026-06-02\|2.36\|-2.88\|2.43\|2.43\|2.35\|1223154;2026-06-03\|2.23\|-5.51\|2.34\|2.34\|2.16\|2316747;2026-06-04\|2.19\|-1.79\|2.20\|2.24\|2.17\|1324477;2026-06-05\|2.17\|-0.91\|2.20\|2.22\|2.15\|1228595;2026-06-08\|2.08\|-4.15\|2.12\|2.18\|2.05\|1628355;2026-06-09\|2.08\|0.00\|2.09\|2.10\|2.04\|1241303;2026-06-10\|2.06\|-0.96\|2.06\|2.11\|2.04\|1335365;2026-06-11\|2.07\|0.49\|2.14\|2.22\|2.05\|1888280;2026-06-12\|2.07\|0.00\|2.08\|2.12\|2.04\|1969172;2026-06-15\|2.08\|0.48\|2.08\|2.12\|2.06\|1302629;2026-06-16\|2.04\|-1.92\|2.08\|2.08\|2.01\|1847544;2026-06-17\|1.97\|-3.43\|2.02\|2.03\|1.94\|2100157;2026-06-18\|1.90\|-3.55\|1.93\|1.96\|1.88\|1836762;2026-06-22\|1.94\|2.11\|1.89\|1.95\|1.85\|2140281;2026-06-23\|1.92\|-1.03\|1.92\|1.99\|1.90\|1783688;2026-06-24\|1.86\|-3.12\|1.90\|1.91\|1.80\|1995996;2026-06-25\|1.83\|-1.61\|1.86\|1.87\|1.81\|1453596;2026-06-26\|1.80\|-1.64\|1.82\|1.86\|1.79\|1542159;2026-06-29\|1.81\|0.56\|1.79\|1.83\|1.76\|1627611;2026-06-30\|1.80\|-0.55\|1.91\|1.95\|1.76\|3218891;2026-07-01\|1.98\|10.00\|1.78\|1.98\|1.77\|3985425;2026-07-02\|1.92\|-3.03\|1.99\|2.03\|1.91\|3466135;2026-07-03\|1.90\|-1.04\|1.94\|2.00\|1.86\|2519198;2026-07-06\|2.09\|10.00\|2.09\|2.09\|2.09\|903281;2026-07-07\|2.26\|8.13\|2.00\|2.29\|2.00\|7994341;2026-07-08\|2.04\|-9.73\|2.04\|2.26\|2.03\|5119228;2026-07-09\|1.88\|-7.84\|1.98\|1.99\|1.84\|3880135;2026-07-10\|1.90\|1.06\|1.82\|1.93\|1.81\|2687723;2026-07-13\|1.80\|-5.26\|1.87\|1.89\|1.79\|2086041;2026-07-14\|1.82\|1.11\|1.79\|1.82\|1.76\|1411468;2026-07-15\|1.84\|1.10\|1.81\|1.85\|1.79\|1469903;2026-07-16\|1.84\|0.00\|1.82\|1.85\|1.79\|1200749;2026-07-17\|1.79\|-2.72\|1.83\|1.85\|1.78\|1443788;2026-07-20\|1.78\|-0.56\|1.79\|1.81\|1.77\|1236352;2026-07-21\|1.77\|-0.56\|1.78\|1.79\|1.67\|1928206;2026-07-22\|1.76\|-0.56\|1.75\|1.78\|1.73\|1287653;2026-07-23\|1.81\|2.84\|1.75\|1.82\|1.74\|1600126;2026-07-24\|1.74\|-3.87\|1.79\|1.81\|1.74\|1148751;2026-07-27\|1.81\|4.02\|1.74\|1.82\|1.72\|1517833;2026-07-28\|1.89\|4.42\|1.80\|1.93\|1.79\|2648288;2026-07-29\|2.08\|10.05\|1.94\|2.08\|1.93\|3018383;2026-07-30\|2.03\|-2.40\|2.03\|2.13\|1.98\|4550358;2026-07-31\|2.11\|3.94\|2.01\|2.15\|2.01\|3239156;2026-08-03\|2.10\|-0.47\|2.10\|2.14\|2.06\|2132978;2026-08-04\|2.14\|1.90\|2.10\|2.17\|2.09\|2440806;2026-08-05\|2.35\|9.81\|2.13\|2.35\|2.11\|6751227;2026-08-06\|2.17\|-7.66\|2.31\|2.31\|2.16\|5598771;2026-08-07\|2.15\|-0.92\|2.19\|2.20\|2.09\|3071347;2026-08-10\|2.21\|2.79\|2.13\|2.22\|2.13\|2612974;2026-08-11\|2.16\|-2.26\|2.18\|2.19\|2.15\|1605061;2026-08-12\|2.20\|1.85\|2.15\|2.22\|2.13\|2234723;2026-08-13\|2.14\|-2.73\|2.18\|2.19\|2.13\|1918274;2026-08-14\|2.10\|-1.87\|2.14\|2.14\|2.06\|1718342;2026-08-17\|2.11\|0.48\|2.10\|2.12\|2.05\|1340796;2026-08-18\|2.09\|-0.95\|2.11\|2.15\|2.08\|1242017;2026-08-19\|2.01\|-3.83\|2.07\|2.09\|1.99\|1582168;2026-08-20\|2.03\|0.99\|2.01\|2.04\|2.00\|1081972;2026-08-21\|2.02\|-0.49\|2.02\|2.04\|1.99\|910348;2026-08-24\|2.00\|-0.99\|2.03\|2.05\|1.98\|960554;2026-08-25\|2.05\|2.50\|1.99\|2.06\|1.98\|1311031;2026-08-26\|2.08\|1.46\|2.04\|2.09\|2.04\|1174335;2026-08-27\|2.10\|0.96\|2.10\|2.11\|2.06\|1380700;2026-08-28\|2.10\|0.00\|2.10\|2.12\|2.08\|1169273;2026-08-31\|2.09\|-0.48\|2.09\|2.09\|2.05\|1078700;2026-09-01\|2.13\|1.91\|2.08\|2.14\|2.07\|1592642;2026-09-02\|2.08\|-2.35\|2.12\|2.12\|2.07\|1145750;2026-09-03\|2.02\|-2.88\|2.09\|2.11\|2.01\|1434957;2026-09-04\|2.03\|0.49\|2.03\|2.08\|2.02\|1230167;2026-09-07\|2.05\|0.99\|2.03\|2.06\|2.02\|1040152;2026-09-08\|2.13\|3.90\|2.06\|2.17\|2.04\|2503766
124684		参股华大北斗+汽车电子+消费电子+摘帽行业原因： 1、据国泰海通证券8月2日研报，线下零售终端数据显示，截至7月20日，2026年以来苏宁易购门店AI手机渗透率首次突破50%。 2、苹果、华为、小米等主流厂商的端侧AI产品近期陆续完成备案，手机厂商与模型公司正围绕系统级AI入口展开激烈争夺，驱动硬件产业链重构预期升温。公司原因： 1、根据2025年中报，深圳华大北斗科技股份有限公司期末余额为20,739,600.00元。根据华大北斗官网：华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务。目标面向民用消费类电子市场和国家命脉行业、汽车领域、物联网领域等专用终端市场，提供芯片及应用解决方案。 2、据2026年4月8日年报，2025年车载模组收入1.49亿元，同比增长75.57%，汽车中控及两轮车智能仪表批量出货。 3、据2026年4月30日一季报，公司一季度营收1.22亿元、净利255.68万元，分别同比增长27.77%、23.07%，延续消费电子整机及车载产品放量趋势。 4、据2026年4月30日公告，公司股票简称由“*ST波导”变更为“波导股份”，正式撤销退市风险警示。	公司参股公司华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务，其自主设计研发了国内首颗量产供货的55nm基带和射频一体化北斗多模导航定位芯片，该芯片也是国内首颗进入国际排名前十位的专业导航定位芯片	2026-04-30\|4.62\|0.43\|4.65\|4.78\|4.51\|610959;2026-05-06\|5.08\|9.96\|4.56\|5.08\|4.50\|451168;2026-05-07\|5.59\|10.04\|5.30\|5.59\|5.25\|669317;2026-05-08\|6.15\|10.02\|5.98\|6.15\|5.79\|597117;2026-05-11\|6.48\|5.37\|6.70\|6.77\|5.61\|2698201;2026-05-12\|6.32\|-2.47\|6.27\|6.41\|6.00\|1794172;2026-05-13\|6.42\|1.58\|6.10\|6.66\|5.96\|1970693;2026-05-14\|5.89\|-8.26\|6.25\|6.54\|5.88\|1362687;2026-05-15\|6.39\|8.49\|5.85\|6.48\|5.78\|2082785;2026-05-18\|6.64\|3.91\|6.10\|6.86\|6.03\|2136365;2026-05-19\|6.47\|-2.56\|6.36\|6.51\|6.20\|1281930;2026-05-20\|6.10\|-5.72\|6.47\|6.50\|5.83\|1143230;2026-05-21\|5.49\|-10.00\|6.10\|6.17\|5.49\|1125013;2026-05-22\|5.37\|-2.19\|5.35\|5.42\|5.16\|759584;2026-05-25\|5.21\|-2.98\|5.35\|5.37\|5.12\|647658;2026-05-26\|5.04\|-3.26\|5.21\|5.22\|4.99\|572828;2026-05-27\|5.08\|0.79\|5.02\|5.25\|4.97\|533676;2026-05-28\|5.10\|0.39\|5.09\|5.13\|4.91\|426208;2026-05-29\|4.93\|-3.33\|5.12\|5.16\|4.89\|380715;2026-06-01\|5.03\|2.03\|4.90\|5.10\|4.81\|329860;2026-06-02\|4.96\|-1.39\|5.01\|5.05\|4.85\|308298;2026-06-03\|5.09\|2.62\|4.93\|5.12\|4.91\|390764;2026-06-04\|4.84\|-4.91\|5.05\|5.15\|4.82\|477459;2026-06-05\|4.78\|-1.24\|4.76\|4.92\|4.66\|462826;2026-06-08\|4.72\|-1.26\|4.70\|4.90\|4.66\|396589;2026-06-09\|4.69\|-0.64\|4.79\|4.82\|4.60\|262424;2026-06-10\|4.66\|-0.64\|4.65\|4.68\|4.49\|327869;2026-06-11\|4.51\|-3.22\|4.62\|4.64\|4.45\|276911;2026-06-12\|4.53\|0.44\|4.58\|4.63\|4.50\|255783;2026-06-15\|4.62\|1.99\|4.56\|4.64\|4.55\|228310;2026-06-16\|4.76\|3.03\|4.64\|4.80\|4.53\|320445;2026-06-17\|4.89\|2.73\|4.72\|4.91\|4.70\|372908;2026-06-18\|4.73\|-3.27\|4.90\|4.90\|4.73\|305892;2026-06-22\|4.74\|0.21\|4.67\|4.92\|4.58\|355115;2026-06-23\|5.01\|5.70\|4.71\|5.08\|4.71\|627005;2026-06-24\|4.79\|-4.39\|4.92\|4.95\|4.57\|574668;2026-06-25\|4.60\|-3.97\|4.79\|4.84\|4.57\|317691;2026-06-26\|4.53\|-1.52\|4.56\|4.60\|4.41\|274127;2026-06-29\|4.37\|-3.53\|4.48\|4.50\|4.29\|249393;2026-06-30\|4.43\|1.37\|4.32\|4.53\|4.32\|246324;2026-07-01\|4.45\|0.45\|4.43\|4.53\|4.40\|235887;2026-07-02\|4.34\|-2.47\|4.43\|4.57\|4.33\|285632;2026-07-03\|4.35\|0.23\|4.34\|4.42\|4.30\|206954;2026-07-06\|4.19\|-3.68\|4.36\|4.37\|4.18\|241165;2026-07-07\|4.08\|-2.63\|4.21\|4.25\|4.05\|212009;2026-07-08\|4.03\|-1.23\|4.09\|4.11\|3.99\|216651;2026-07-09\|4.00\|-0.74\|4.02\|4.08\|3.84\|279335;2026-07-10\|4.14\|3.50\|4.00\|4.21\|4.00\|297543;2026-07-13\|3.84\|-7.25\|4.09\|4.13\|3.80\|281046;2026-07-14\|3.89\|1.30\|3.82\|3.90\|3.75\|198912;2026-07-15\|3.87\|-0.51\|3.84\|3.98\|3.84\|219949;2026-07-16\|3.95\|2.07\|3.88\|4.18\|3.87\|383416;2026-07-17\|3.60\|-8.86\|3.94\|3.94\|3.59\|378888;2026-07-20\|3.45\|-4.17\|3.62\|3.72\|3.38\|309932;2026-07-21\|3.55\|2.90\|3.46\|3.56\|3.20\|306741;2026-07-22\|3.53\|-0.56\|3.50\|3.64\|3.49\|193326;2026-07-23\|3.65\|3.40\|3.52\|3.65\|3.49\|176434;2026-07-24\|3.63\|-0.55\|3.61\|3.66\|3.52\|165135;2026-07-27\|3.73\|2.75\|3.61\|3.73\|3.60\|183373;2026-07-28\|3.83\|2.68\|3.69\|3.94\|3.67\|282807;2026-07-29\|3.83\|0.00\|3.80\|3.84\|3.72\|244182;2026-07-30\|3.67\|-4.18\|3.78\|3.86\|3.65\|250158;2026-07-31\|3.78\|3.00\|3.74\|3.85\|3.72\|228074;2026-08-03\|3.91\|3.44\|3.78\|3.92\|3.78\|167555;2026-08-04\|3.93\|0.51\|3.92\|4.00\|3.91\|150525;2026-08-05\|4.32\|9.92\|3.94\|4.32\|3.92\|427459;2026-08-06\|4.29\|-0.69\|4.30\|4.39\|4.20\|666870;2026-08-07\|4.27\|-0.47\|4.29\|4.31\|4.20\|306777;2026-08-10\|4.36\|2.11\|4.28\|4.38\|4.21\|297287;2026-08-11\|4.37\|0.23\|4.33\|4.42\|4.29\|242864;2026-08-12\|4.48\|2.52\|4.38\|4.49\|4.33\|253339;2026-08-13\|4.37\|-2.46\|4.52\|4.54\|4.37\|246066;2026-08-14\|4.37\|0.00\|4.40\|4.43\|4.27\|244715;2026-08-17\|4.41\|0.92\|4.38\|4.41\|4.32\|179214;2026-08-18\|4.46\|1.13\|4.41\|4.47\|4.37\|177847;2026-08-19\|4.31\|-3.36\|4.43\|4.49\|4.30\|293446;2026-08-20\|4.31\|0.00\|4.35\|4.36\|4.26\|187238;2026-08-21\|4.33\|0.46\|4.28\|4.35\|4.21\|157772;2026-08-24\|4.34\|0.23\|4.31\|4.36\|4.20\|174722;2026-08-25\|4.36\|0.46\|4.27\|4.39\|4.18\|226429;2026-08-26\|4.37\|0.23\|4.36\|4.45\|4.34\|157805;2026-08-27\|4.40\|0.69\|4.38\|4.45\|4.36\|150285;2026-08-28\|4.53\|2.95\|4.38\|4.56\|4.37\|292551;2026-08-31\|4.48\|-1.10\|4.49\|4.51\|4.40\|214461;2026-09-01\|4.93\|10.04\|4.47\|4.93\|4.46\|422026;2026-09-02\|4.75\|-3.65\|4.88\|4.88\|4.68\|599013;2026-09-03\|4.63\|-2.53\|4.71\|4.81\|4.60\|334658;2026-09-04\|4.57\|-1.30\|4.65\|4.69\|4.54\|263971;2026-09-07\|4.64\|1.53\|4.64\|4.68\|4.57\|235240;2026-09-08\|4.67\|0.65\|4.64\|4.71\|4.61\|246422
124683		交换机+CPO+算力+福建国资行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年3月28日年报，公司发布51.2T CPO交换机商用互联方案及800G/1.6T光模块，已获头部互联网客户采购，数据中心交换机2025年三季度在中国互联网行业市占率第二。 2、据2026年3月28日年报，公司战略聚焦“ICT基础设施+AI应用”，2026年将全面提速海外市场拓展，依托AI技术优势参与国际化竞争。 3、据2025年年度报告，公司最终控制人为福建省国资委，属地方国企。	国内领先的ICT应用方案提供商；控股子公司锐捷网络是国内少数几家具备高端数据中心交换机研发能力的企业，推出了应用CPO技术的数据中心交换机	2026-04-30\|26.50\|-0.26\|26.61\|26.83\|25.81\|174362;2026-05-06\|26.91\|1.55\|26.86\|27.72\|26.80\|272857;2026-05-07\|27.32\|1.52\|27.05\|27.54\|26.51\|178393;2026-05-08\|28.92\|5.86\|27.08\|29.84\|26.75\|436634;2026-05-11\|31.81\|9.99\|29.79\|31.81\|29.51\|649809;2026-05-12\|32.10\|0.91\|32.86\|33.70\|31.31\|711625;2026-05-13\|31.88\|-0.69\|31.84\|32.40\|31.28\|429489;2026-05-14\|31.25\|-1.98\|33.00\|33.14\|31.17\|383233;2026-05-15\|31.26\|0.03\|31.43\|32.82\|31.00\|362320;2026-05-18\|31.41\|0.48\|31.10\|32.22\|30.69\|239228;2026-05-19\|32.25\|2.67\|31.27\|32.36\|30.60\|334544;2026-05-20\|33.22\|3.01\|32.10\|33.45\|31.68\|392842;2026-05-21\|30.70\|-7.59\|33.34\|33.79\|30.59\|359464;2026-05-22\|31.68\|3.19\|31.11\|31.99\|30.60\|247599;2026-05-25\|23.90\|-1.24\|24.23\|24.31\|23.53\|293512;2026-05-26\|23.22\|-2.85\|23.70\|23.78\|22.78\|327266;2026-05-27\|23.55\|1.42\|23.17\|24.87\|22.46\|504755;2026-05-28\|24.72\|4.97\|23.56\|25.10\|23.05\|473322;2026-05-29\|22.69\|-8.21\|24.67\|24.88\|22.30\|449647;2026-06-01\|21.78\|-4.01\|22.61\|23.19\|21.75\|333023;2026-06-02\|22.68\|4.13\|21.90\|23.19\|21.59\|399499;2026-06-03\|22.35\|-1.46\|23.07\|23.66\|22.14\|420618;2026-06-04\|21.38\|-4.34\|21.91\|22.21\|21.20\|344309;2026-06-05\|21.32\|-0.28\|21.27\|22.53\|20.95\|379094;2026-06-08\|19.19\|-9.99\|20.60\|20.80\|19.19\|421496;2026-06-09\|19.25\|0.31\|19.68\|19.68\|18.88\|290510;2026-06-10\|18.79\|-2.39\|18.85\|19.49\|18.42\|282302;2026-06-11\|17.87\|-4.90\|18.61\|18.77\|17.75\|289710;2026-06-12\|17.55\|-1.79\|18.23\|18.38\|17.43\|300332;2026-06-15\|18.87\|7.52\|17.79\|19.04\|17.61\|353803;2026-06-16\|18.86\|-0.05\|18.94\|19.03\|18.55\|229197;2026-06-17\|19.83\|5.14\|18.66\|20.62\|18.65\|418117;2026-06-18\|19.94\|0.55\|19.79\|20.79\|19.71\|250384;2026-06-22\|20.02\|0.40\|19.91\|20.23\|19.03\|293606;2026-06-23\|19.09\|-4.65\|19.89\|19.96\|18.90\|280500;2026-06-24\|18.89\|-1.05\|19.09\|19.10\|18.50\|215024;2026-06-25\|18.70\|-1.01\|18.90\|19.26\|18.33\|216184;2026-06-26\|17.70\|-5.35\|18.52\|18.52\|17.49\|307059;2026-06-29\|17.43\|-1.53\|17.65\|17.83\|16.88\|228367;2026-06-30\|19.17\|9.98\|17.49\|19.17\|17.48\|213083;2026-07-01\|21.09\|10.02\|19.59\|21.09\|19.51\|418753;2026-07-02\|21.27\|0.85\|21.29\|22.25\|20.50\|842213;2026-07-03\|23.40\|10.01\|23.40\|23.40\|23.40\|78582;2026-07-06\|25.74\|10.00\|25.74\|25.74\|25.13\|449901;2026-07-07\|26.45\|2.76\|27.00\|28.30\|26.29\|1756529;2026-07-08\|29.10\|10.02\|27.66\|29.10\|26.90\|552698;2026-07-09\|28.96\|-0.48\|27.00\|29.20\|26.45\|1428423;2026-07-10\|27.47\|-5.14\|28.60\|29.70\|27.47\|1332079;2026-07-13\|28.99\|5.53\|27.72\|30.22\|27.72\|1533230;2026-07-14\|28.62\|-1.28\|31.00\|31.89\|27.00\|1780122;2026-07-15\|27.52\|-3.84\|28.38\|28.95\|26.69\|1465175;2026-07-16\|28.51\|3.60\|26.42\|29.30\|26.30\|1758646;2026-07-17\|29.95\|5.05\|27.92\|31.36\|27.13\|2001954;2026-07-20\|28.74\|-4.04\|30.00\|31.69\|26.99\|2038105;2026-07-21\|31.61\|9.99\|27.96\|31.61\|27.54\|2174138;2026-07-22\|34.59\|9.43\|30.16\|34.77\|30.10\|2189242;2026-07-23\|33.93\|-1.91\|35.26\|36.98\|32.50\|1736855;2026-07-24\|32.92\|-2.98\|33.02\|34.95\|32.51\|1256240;2026-07-27\|31.30\|-4.92\|32.34\|32.68\|30.00\|1310124;2026-07-28\|28.33\|-9.49\|30.15\|30.72\|28.17\|1345265;2026-07-29\|26.32\|-7.09\|28.33\|28.33\|25.50\|1368303;2026-07-30\|24.43\|-7.18\|26.40\|26.90\|24.24\|830802;2026-07-31\|26.06\|6.67\|25.94\|26.77\|25.40\|814496;2026-08-03\|24.96\|-4.22\|25.69\|27.69\|24.56\|677421;2026-08-04\|26.09\|4.53\|25.36\|26.09\|24.60\|747948;2026-08-05\|28.70\|10.00\|25.87\|28.70\|25.87\|970083;2026-08-06\|29.02\|1.11\|27.98\|29.40\|27.61\|1072316;2026-08-07\|29.60\|2.00\|28.75\|30.05\|28.35\|899349;2026-08-10\|30.03\|1.45\|29.48\|30.33\|28.87\|714286;2026-08-11\|29.95\|-0.27\|29.58\|31.12\|29.50\|788022;2026-08-12\|29.44\|-1.70\|29.90\|30.33\|29.02\|565967;2026-08-13\|32.38\|9.99\|31.00\|32.38\|30.12\|1111309;2026-08-14\|32.67\|0.90\|33.15\|34.70\|31.94\|1296613;2026-08-17\|33.91\|3.80\|33.71\|34.17\|31.81\|1250417;2026-08-18\|32.76\|-3.39\|33.77\|34.19\|31.70\|1060196;2026-08-19\|29.48\|-10.01\|31.31\|32.40\|29.48\|799443;2026-08-20\|30.15\|2.27\|29.97\|31.66\|29.40\|718050;2026-08-21\|33.17\|10.02\|30.60\|33.17\|30.35\|742346;2026-08-24\|32.08\|-3.29\|33.58\|33.79\|31.40\|943700;2026-08-25\|30.84\|-3.87\|30.89\|31.66\|30.51\|684879;2026-08-26\|30.32\|-1.69\|30.85\|31.40\|29.53\|750626;2026-08-27\|33.35\|9.99\|31.01\|33.35\|30.30\|1023615;2026-08-28\|36.69\|10.02\|33.80\|36.69\|33.40\|1148070;2026-08-31\|40.36\|10.00\|35.90\|40.36\|35.50\|1406618;2026-09-01\|39.75\|-1.51\|40.16\|41.18\|39.02\|1318987;2026-09-02\|39.83\|0.20\|39.56\|41.95\|38.36\|1357342;2026-09-03\|39.65\|-0.45\|40.63\|40.98\|38.02\|1084781;2026-09-04\|37.01\|-6.66\|39.26\|39.55\|36.60\|1209363;2026-09-07\|38.14\|3.05\|36.80\|38.67\|36.28\|1015735;2026-09-08\|37.33\|-2.12\|38.70\|39.38\|37.05\|1004774
124682	“易中天”集体回应“美国光模块禁令”	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444
124681	8月电子布价格现年内最大单月涨幅	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767
124680	AI液冷需求已明确传导至上游设备端	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-04-30\|24.95\|1.30\|24.46\|25.37\|24.16\|429116;2026-05-06\|27.04\|8.38\|25.45\|27.45\|25.20\|547002;2026-05-07\|26.03\|-3.74\|27.02\|27.03\|25.81\|392670;2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809;2026-07-27\|43.43\|0.42\|41.66\|43.44\|39.48\|617017;2026-07-28\|39.09\|-9.99\|40.67\|41.41\|39.09\|296482;2026-07-29\|37.18\|-4.89\|36.96\|37.80\|35.18\|816270;2026-07-30\|33.46\|-10.01\|36.52\|37.00\|33.46\|466316;2026-07-31\|35.30\|5.50\|36.00\|36.81\|34.60\|763998;2026-08-03\|32.62\|-7.59\|35.34\|35.44\|32.33\|478414;2026-08-04\|35.88\|9.99\|34.30\|35.88\|32.63\|369161;2026-08-05\|39.47\|10.01\|35.88\|39.47\|35.50\|580338;2026-08-06\|40.31\|2.13\|38.74\|40.99\|38.30\|540177;2026-08-07\|42.28\|4.89\|40.48\|43.30\|39.15\|616274;2026-08-10\|42.48\|0.47\|43.93\|44.40\|40.71\|408828;2026-08-11\|41.55\|-2.19\|42.00\|43.04\|41.11\|333170;2026-08-12\|42.22\|1.61\|41.87\|43.09\|41.40\|326632;2026-08-13\|40.89\|-3.15\|42.64\|43.98\|40.87\|391523;2026-08-14\|40.99\|0.24\|41.40\|41.92\|40.26\|340531;2026-08-17\|45.09\|10.00\|40.99\|45.09\|40.98\|428071;2026-08-18\|43.67\|-3.15\|45.54\|45.99\|42.65\|476475;2026-08-19\|39.36\|-9.87\|41.92\|42.44\|39.30\|455993;2026-08-20\|39.25\|-0.28\|39.74\|41.13\|38.60\|426727;2026-08-21\|41.01\|4.48\|40.04\|42.30\|39.36\|395755;2026-08-24\|41.40\|0.95\|43.10\|43.50\|39.71\|521167;2026-08-25\|42.60\|2.90\|39.91\|43.92\|39.18\|608422;2026-08-26\|40.25\|-5.52\|43.39\|43.59\|39.43\|498486;2026-08-27\|42.94\|6.68\|40.58\|43.00\|40.03\|540990;2026-08-28\|40.10\|-6.61\|42.88\|43.21\|40.01\|459896;2026-08-31\|41.76\|4.14\|39.13\|41.94\|38.82\|462450;2026-09-01\|38.79\|-7.11\|41.90\|42.00\|38.28\|507397;2026-09-02\|37.71\|-2.78\|38.14\|39.11\|37.40\|423433;2026-09-03\|39.02\|3.47\|38.30\|39.89\|37.70\|418299;2026-09-04\|36.20\|-7.23\|39.01\|39.45\|35.90\|456115;2026-09-07\|37.88\|4.64\|36.50\|38.49\|35.71\|406578;2026-09-08\|36.81\|-2.82\|37.88\|38.28\|36.00\|348228
124679	“易中天”集体回应“美国光模块禁令”	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司收购伽蓝特100%股权，后者专注光通信模块和光芯片测试；预计上半年净利润同比增长61.02%至84.02%，主要系全资子公司深圳市伽蓝特科技有限公司并表所致	2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356
124678	8月电子布价格现年内最大单月涨幅	覆铜板+定增扩产+全产业链行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司目前覆铜板和电子玻纤布均处于满产满销状态，订单情况良好，行业整体趋势向好；据2026年6月11日公告，公司澄清未与英伟达、华为有过接触，未发现在AI服务器及算力领域的应用，高频高速覆铜板尚在研发及客户送样阶段，尚未形成收入。 2、据2026年4月1日募集说明书及2026年5月13日调研记录，公司拟向特定对象发行股票，用于年产4000万平方米高等级覆铜板项目，重点布局高频高速等高等级覆铜板产品；宁国新增1600万张产能预计2026年下半年投产。 3、据2025年年度报告，公司深耕覆铜板行业，行业排名稳居国内主流阵营，具有产业链优势，业务覆盖电子级玻纤布生产及覆铜板销售，已实现“玻纤布-覆铜板”产业链覆盖。	国内覆铜板龙头，同时生产电子级玻纤布；公司上半年业绩预增超9倍，主要因“2026年上半年覆铜板市场整体景气度向好，公司核心产品覆铜板及半固化片处于供不应求状态，销量同比增长叠加售价持续上行，推动公司毛利率提升，进而带动利润实现大幅增长”	2026-04-30\|44.90\|-0.97\|45.82\|47.40\|44.01\|462613;2026-05-06\|46.56\|3.70\|45.58\|47.75\|43.50\|628663;2026-05-07\|49.51\|6.34\|46.99\|50.22\|45.82\|521546;2026-05-08\|47.93\|-3.19\|49.02\|49.82\|47.28\|458775;2026-05-11\|48.50\|1.19\|47.99\|49.35\|46.67\|418904;2026-05-12\|46.53\|-4.06\|47.50\|48.00\|45.29\|377127;2026-05-13\|46.61\|0.17\|45.01\|48.00\|44.79\|364608;2026-05-14\|45.29\|-2.83\|46.70\|47.59\|45.00\|320591;2026-05-15\|42.90\|-5.28\|45.00\|45.68\|42.01\|341615;2026-05-18\|43.77\|2.03\|42.69\|43.91\|42.08\|249734;2026-05-19\|44.08\|0.71\|43.02\|44.50\|41.80\|276265;2026-05-20\|44.75\|1.52\|43.87\|44.80\|42.81\|289499;2026-05-21\|42.68\|-4.63\|45.31\|46.45\|42.59\|399095;2026-05-22\|46.27\|8.41\|43.00\|46.90\|43.00\|492933;2026-05-25\|45.61\|-1.43\|45.90\|47.57\|45.38\|433128;2026-05-26\|47.55\|4.25\|44.69\|47.55\|42.89\|540448;2026-05-27\|48.76\|2.54\|47.08\|50.68\|46.08\|574761;2026-05-28\|53.50\|9.99\|47.40\|53.50\|47.34\|673366;2026-05-29\|53.51\|0.02\|55.00\|56.80\|53.02\|706168;2026-06-01\|49.87\|-6.80\|53.00\|53.51\|48.17\|573757;2026-06-02\|50.63\|1.52\|49.59\|51.31\|46.80\|512995;2026-06-03\|51.73\|2.17\|50.48\|53.28\|50.00\|560085;2026-06-04\|54.00\|4.39\|50.00\|54.37\|49.38\|546875;2026-06-05\|58.16\|7.70\|53.99\|59.40\|52.80\|887279;2026-06-08\|63.98\|10.01\|58.07\|63.98\|57.09\|401265;2026-06-09\|70.38\|10.00\|70.38\|70.38\|68.40\|143509;2026-06-10\|77.42\|10.00\|76.00\|77.42\|74.46\|384210;2026-06-11\|84.80\|9.53\|77.44\|85.16\|77.44\|917360;2026-06-12\|89.88\|5.99\|89.99\|93.28\|86.92\|843772;2026-06-15\|97.34\|8.30\|90.92\|98.00\|90.16\|618705;2026-06-16\|101.49\|4.26\|94.91\|102.90\|94.50\|601335;2026-06-17\|95.71\|-5.70\|100.00\|102.78\|92.05\|515914;2026-06-18\|104.41\|9.09\|94.54\|105.28\|93.31\|406998;2026-06-22\|114.22\|9.40\|108.73\|114.85\|105.00\|295433;2026-06-23\|108.64\|-4.89\|111.21\|111.83\|102.80\|314399;2026-06-24\|115.81\|6.60\|108.65\|118.31\|106.95\|261197;2026-06-25\|112.99\|-2.44\|116.00\|120.00\|112.00\|333482;2026-06-26\|112.13\|-0.76\|111.20\|116.00\|106.00\|272793;2026-06-29\|114.95\|2.51\|113.93\|117.55\|101.03\|333941;2026-06-30\|119.97\|4.37\|113.71\|121.83\|110.10\|288389;2026-07-01\|111.36\|-7.18\|121.90\|124.38\|108.50\|383105;2026-07-02\|111.58\|0.20\|107.10\|117.18\|105.09\|467886;2026-07-03\|106.95\|-4.15\|109.60\|118.60\|106.95\|555295;2026-07-06\|96.79\|-9.50\|110.00\|116.16\|96.26\|667640;2026-07-07\|100.03\|3.35\|97.50\|104.00\|95.13\|523001;2026-07-08\|93.71\|-6.32\|100.07\|101.80\|92.41\|404759;2026-07-09\|99.56\|6.24\|97.92\|101.00\|93.83\|374156;2026-07-10\|96.64\|-2.93\|100.57\|109.51\|96.20\|427562;2026-07-13\|86.98\|-10.00\|95.67\|97.53\|86.98\|282808;2026-07-14\|95.68\|10.00\|85.43\|95.68\|82.60\|527136;2026-07-15\|94.79\|-0.93\|102.20\|104.98\|94.42\|662857;2026-07-16\|89.55\|-5.53\|92.02\|99.00\|86.43\|576488;2026-07-17\|80.60\|-9.99\|87.37\|87.50\|80.60\|285787;2026-07-20\|72.54\|-10.00\|77.82\|78.99\|72.54\|297877;2026-07-21\|72.39\|-0.21\|68.80\|73.88\|65.29\|847681;2026-07-22\|66.45\|-8.21\|70.77\|74.84\|65.64\|718997;2026-07-23\|63.10\|-5.04\|67.78\|70.15\|62.48\|618594;2026-07-24\|57.90\|-8.24\|61.89\|62.61\|57.00\|450068;2026-07-27\|63.69\|10.00\|57.70\|63.69\|56.51\|400187;2026-07-28\|57.32\|-10.00\|61.77\|62.86\|57.32\|310235;2026-07-29\|54.56\|-4.82\|57.00\|58.15\|52.00\|421585;2026-07-30\|49.10\|-10.01\|54.01\|56.30\|49.10\|558116;2026-07-31\|50.83\|3.52\|54.01\|54.01\|50.70\|491274;2026-08-03\|47.32\|-6.91\|50.82\|50.82\|46.90\|402415;2026-08-04\|51.07\|7.92\|48.01\|51.48\|47.00\|479314;2026-08-05\|56.18\|10.01\|50.52\|56.18\|49.60\|530417;2026-08-06\|59.99\|6.78\|55.61\|61.62\|55.61\|819326;2026-08-07\|65.40\|9.02\|60.50\|65.99\|60.50\|866559;2026-08-10\|66.78\|2.11\|65.44\|67.30\|62.44\|844181;2026-08-11\|68.00\|1.83\|64.80\|69.83\|62.92\|785045;2026-08-12\|68.47\|0.69\|68.88\|69.40\|65.80\|636780;2026-08-13\|65.58\|-4.22\|70.00\|70.75\|65.47\|684192;2026-08-14\|67.79\|3.37\|66.02\|68.72\|65.11\|531067;2026-08-17\|71.39\|5.31\|68.21\|71.90\|68.20\|557903;2026-08-18\|68.71\|-3.75\|71.52\|72.39\|67.96\|496099;2026-08-19\|61.84\|-10.00\|65.51\|66.68\|61.84\|400965;2026-08-20\|61.71\|-0.21\|61.05\|63.10\|59.50\|409092;2026-08-21\|63.74\|3.29\|61.50\|64.68\|60.26\|366122;2026-08-24\|60.47\|-5.13\|63.73\|64.00\|58.00\|368146;2026-08-25\|64.06\|5.94\|58.83\|66.52\|57.80\|547738;2026-08-26\|63.10\|-1.50\|64.08\|64.49\|61.05\|442952;2026-08-27\|69.41\|10.00\|64.54\|69.41\|64.02\|518534;2026-08-28\|73.18\|5.43\|72.07\|76.35\|72.00\|952122;2026-08-31\|75.75\|3.51\|72.82\|76.00\|71.72\|882269;2026-09-01\|72.91\|-3.75\|75.01\|75.98\|71.33\|597211;2026-09-02\|70.40\|-3.44\|71.97\|73.26\|70.10\|470709;2026-09-03\|68.57\|-2.60\|71.50\|71.98\|67.67\|429659;2026-09-04\|64.61\|-5.78\|70.50\|71.69\|63.80\|515268;2026-09-07\|68.05\|5.32\|66.00\|68.84\|64.71\|504541;2026-09-08\|68.64\|0.87\|68.27\|71.50\|67.23\|593774
124677	宇树科技申购日期确定	AI教育+具身智能+中报扭亏行业原因： 7月26日，特斯拉公司副总裁陶琳在社交平台发布短视频，汇总了2026年第二季度财报电话会上马斯克与管理层关于Optimus人形机器人的核心信息，宣称Optimus将是首个真正可日常实用、具备执行通用任务能力的人形机器人。公司原因： 1、据2026年7月24日投资者关系活动记录表，公司近日正式发布“AI具身智能机器人开发”新学科，首期班将于今年10月正式开班，课程覆盖工业机械臂、四足巡检机器人、人形服务机器人三类设备，并对接智元、宇树等头部厂商方案。 2、据2026年7月15日投资者关系活动记录表，公司短期培训课程已全面实现“AI化”，并推出“传智AI”子品牌，与“黑马程序员”形成双品牌矩阵，聚焦AI开发与应用人才培养。 3、据2026年7月15日公告，公司预计2026年上半年实现归母净利润2800万元至4000万元，同比增长488.72%至655.32%，主要系短训课程招生增长较快及学历教育在校生规模同比提升。	公司近日正式发布“AI具身智能机器人开发”新学科，首期班将于今年10月正式开班，课程覆盖工业机械臂、四足巡检机器人、人形服务机器人三类设备，并对接智元、宇树等头部厂商方案	2026-04-30\|6.54\|-0.61\|6.59\|6.61\|6.50\|42571;2026-05-06\|6.64\|1.53\|6.54\|6.65\|6.52\|37172;2026-05-07\|6.78\|2.11\|6.61\|6.80\|6.61\|40479;2026-05-08\|7.12\|5.01\|6.76\|7.12\|6.74\|90843;2026-05-11\|7.17\|0.70\|7.14\|7.41\|7.10\|95798;2026-05-12\|7.07\|-1.39\|7.18\|7.25\|6.96\|57030;2026-05-13\|7.11\|0.57\|7.08\|7.15\|7.05\|41495;2026-05-14\|7.00\|-1.55\|7.12\|7.24\|6.98\|50986;2026-05-15\|7.13\|1.86\|6.99\|7.16\|6.97\|59436;2026-05-18\|7.23\|1.40\|7.19\|7.35\|7.15\|92016;2026-05-19\|7.14\|-1.24\|7.19\|7.25\|7.10\|61194;2026-05-20\|7.19\|0.70\|7.10\|7.20\|6.95\|59538;2026-05-21\|7.12\|-0.97\|7.18\|7.50\|7.09\|135055;2026-05-22\|7.40\|3.93\|7.18\|7.48\|7.14\|120403;2026-05-25\|7.55\|2.03\|7.53\|7.61\|7.42\|78675;2026-05-26\|7.52\|-0.40\|7.48\|7.57\|7.27\|78388;2026-05-27\|7.19\|-4.39\|7.50\|7.51\|7.14\|87386;2026-05-28\|7.28\|1.25\|7.15\|7.32\|7.13\|39333;2026-05-29\|6.97\|-4.26\|7.26\|7.27\|6.92\|83392;2026-06-01\|7.10\|1.87\|6.88\|7.11\|6.88\|49304;2026-06-02\|7.13\|0.42\|7.11\|7.17\|6.99\|36002;2026-06-03\|6.88\|-3.51\|7.10\|7.10\|6.77\|63962;2026-06-04\|6.67\|-3.05\|6.85\|6.85\|6.58\|66221;2026-06-05\|6.58\|-1.35\|6.62\|6.69\|6.50\|57291;2026-06-08\|6.40\|-2.74\|6.40\|6.50\|6.28\|53302;2026-06-09\|6.37\|-0.47\|6.36\|6.48\|6.34\|35278;2026-06-11\|6.66\|4.55\|6.55\|6.75\|6.37\|337427;2026-06-12\|6.25\|-6.16\|6.50\|6.54\|6.17\|209531;2026-06-15\|6.44\|3.04\|6.22\|6.68\|6.17\|176598;2026-06-16\|6.48\|0.62\|6.38\|6.52\|6.23\|130434;2026-06-17\|6.23\|-3.86\|6.41\|6.43\|6.22\|95189;2026-06-18\|6.11\|-1.93\|6.30\|6.30\|6.07\|93029;2026-06-22\|5.80\|-5.07\|6.09\|6.11\|5.69\|156158;2026-06-23\|5.77\|-0.52\|5.76\|5.94\|5.71\|89121;2026-06-24\|5.40\|-6.41\|5.73\|5.84\|5.30\|204009;2026-06-25\|5.17\|-4.26\|5.40\|5.50\|5.16\|163000;2026-06-26\|5.08\|-1.74\|5.20\|5.23\|5.07\|161483;2026-06-29\|5.16\|1.57\|5.09\|5.21\|4.92\|165890;2026-06-30\|5.15\|-0.19\|5.36\|5.41\|5.07\|143960;2026-07-01\|5.32\|3.30\|5.12\|5.42\|5.07\|156062;2026-07-02\|5.31\|-0.19\|5.27\|5.52\|5.23\|126084;2026-07-03\|5.41\|1.88\|5.36\|5.45\|5.30\|106270;2026-07-06\|5.35\|-1.11\|5.50\|5.59\|5.30\|129999;2026-07-07\|5.19\|-2.99\|5.29\|5.35\|5.15\|105269;2026-07-08\|5.21\|0.39\|5.13\|5.34\|5.09\|135063;2026-07-09\|5.10\|-2.11\|5.18\|5.26\|5.06\|92853;2026-07-10\|5.20\|1.96\|5.09\|5.32\|5.01\|127823;2026-07-13\|4.98\|-4.23\|5.20\|5.26\|4.96\|110621;2026-07-14\|5.08\|2.01\|4.96\|5.08\|4.89\|87841;2026-07-15\|5.37\|5.71\|5.41\|5.59\|5.34\|346495;2026-07-16\|5.65\|5.21\|5.40\|5.76\|5.34\|303153;2026-07-17\|5.59\|-1.06\|5.66\|5.91\|5.54\|242030;2026-07-20\|5.58\|-0.18\|5.68\|5.75\|5.48\|217309;2026-07-21\|5.42\|-2.87\|5.51\|5.57\|5.28\|163546;2026-07-22\|5.34\|-1.48\|5.38\|5.49\|5.23\|146389;2026-07-23\|5.60\|4.87\|5.26\|5.60\|5.26\|138684;2026-07-24\|5.47\|-2.32\|5.51\|5.63\|5.44\|90108;2026-07-27\|6.02\|10.05\|5.51\|6.02\|5.50\|136589;2026-07-28\|6.62\|9.97\|6.12\|6.62\|6.07\|350333;2026-07-29\|7.28\|9.97\|7.28\|7.28\|7.28\|106260;2026-07-30\|8.01\|10.03\|7.80\|8.01\|7.70\|250275;2026-07-31\|8.81\|9.99\|8.81\|8.81\|7.88\|413173;2026-08-03\|9.69\|9.99\|9.69\|9.69\|9.69\|81911;2026-08-04\|10.66\|10.01\|10.65\|10.66\|10.43\|295860;2026-08-05\|11.73\|10.04\|11.72\|11.73\|11.43\|534438;2026-08-06\|10.95\|-6.65\|11.50\|12.00\|10.65\|1097463;2026-08-07\|11.50\|5.02\|11.25\|11.72\|10.80\|1095227;2026-08-10\|12.03\|4.61\|10.99\|12.08\|10.60\|1003268;2026-08-11\|11.74\|-2.41\|11.45\|12.66\|11.40\|975315;2026-08-12\|12.91\|9.97\|12.00\|12.91\|12.00\|651932;2026-08-13\|11.62\|-9.99\|11.78\|12.50\|11.62\|935516;2026-08-14\|12.26\|5.51\|11.50\|12.28\|11.06\|862288;2026-08-17\|12.51\|2.04\|12.06\|12.78\|11.90\|765520;2026-08-18\|13.14\|5.04\|12.57\|13.26\|12.36\|902569;2026-08-19\|13.28\|1.07\|12.30\|13.28\|11.90\|822185;2026-08-20\|11.95\|-10.02\|11.95\|12.48\|11.95\|765379;2026-08-21\|10.76\|-9.96\|11.50\|11.70\|10.76\|465743;2026-08-24\|9.99\|-7.16\|10.66\|10.75\|9.68\|810164;2026-08-25\|10.18\|1.90\|9.74\|10.25\|9.61\|557151;2026-08-26\|9.90\|-2.75\|10.17\|10.28\|9.69\|517844;2026-08-27\|10.45\|5.56\|9.99\|10.55\|9.91\|588650;2026-08-28\|10.44\|-0.10\|10.55\|11.07\|10.26\|729532;2026-08-31\|10.95\|4.89\|10.60\|10.99\|10.08\|725305;2026-09-01\|11.78\|7.58\|10.88\|11.80\|10.74\|798178;2026-09-02\|12.00\|1.87\|11.33\|12.00\|11.08\|706590;2026-09-03\|10.80\|-10.00\|12.09\|12.30\|10.80\|435381;2026-09-04\|9.72\|-10.00\|10.30\|11.20\|9.72\|926019;2026-09-07\|9.67\|-0.51\|9.50\|9.88\|9.33\|642881;2026-09-08\|9.98\|3.21\|9.53\|10.50\|9.48\|668251
124676		农药+先正达续约+回购注销 1、据2026年7月21日公告，公司与先正达上海续签战略合作框架协议，授权其“金大生”产品五年独家经销权，合作至2031年底；同时与苏垦生化续签协议。 2、据2025年年度报告，公司代森锰锌、阿维菌素等核心单品规模居全球前列；据2026年5月11日业绩说明会，公司已在噬菌体、RNA等生物农药领域完成技术布局，生物制造多个产品完成中试验证。 3、据2026年7月28日公告，公司拟将回购专用证券账户中剩余的421.61万股股份用途变更为“用于注销并相应减少公司注册资本”。	国内最大的杀菌剂生产企业之一；公司布局新能源电池用电解质锂盐及功能添加剂项目，产品包括双氟磺酰亚胺锂等，可应用于锂电池、钠电池、固态电池	2026-04-30\|18.03\|0.17\|18.05\|18.20\|17.93\|161497;2026-05-06\|18.12\|0.50\|18.00\|18.24\|17.66\|260471;2026-05-07\|18.43\|1.71\|18.18\|18.74\|17.91\|322045;2026-05-08\|18.01\|-2.28\|18.36\|18.39\|18.01\|217572;2026-05-11\|17.69\|-1.78\|17.95\|18.05\|17.68\|222255;2026-05-12\|17.46\|-1.30\|17.70\|17.81\|17.11\|192521;2026-05-13\|17.61\|0.86\|17.45\|17.84\|17.35\|133399;2026-05-14\|17.30\|-1.76\|17.57\|17.97\|17.29\|168920;2026-05-15\|17.04\|-1.50\|17.35\|17.44\|17.00\|137830;2026-05-18\|17.36\|1.88\|17.14\|17.64\|16.70\|158911;2026-05-19\|17.07\|-1.67\|17.26\|17.38\|16.91\|113614;2026-05-20\|16.98\|-0.53\|16.98\|17.09\|16.71\|90762;2026-05-21\|16.91\|-0.41\|16.98\|17.22\|16.89\|105112;2026-05-22\|16.35\|-0.67\|16.58\|16.59\|16.25\|104914;2026-05-25\|16.51\|0.98\|16.36\|16.60\|16.00\|127336;2026-05-26\|17.02\|3.09\|16.45\|17.24\|16.35\|191920;2026-05-27\|16.71\|-1.82\|17.03\|17.08\|16.61\|101969;2026-05-28\|16.29\|-2.51\|16.50\|16.80\|16.15\|105650;2026-05-29\|16.20\|-0.55\|16.19\|16.82\|16.12\|105384;2026-06-01\|16.50\|1.85\|16.15\|16.56\|16.03\|89772;2026-06-02\|16.69\|1.15\|16.50\|16.77\|16.33\|94058;2026-06-03\|16.93\|1.44\|16.78\|17.00\|16.53\|121525;2026-06-04\|17.23\|1.77\|16.93\|17.28\|16.80\|150172;2026-06-05\|17.33\|0.58\|17.23\|17.58\|17.06\|215505;2026-06-08\|16.25\|-6.23\|17.09\|17.24\|16.16\|176465;2026-06-09\|15.90\|-2.15\|16.30\|16.38\|15.70\|152427;2026-06-10\|15.32\|-3.65\|15.70\|16.06\|15.20\|130671;2026-06-11\|15.25\|-0.46\|15.24\|15.43\|15.01\|95625;2026-06-12\|15.20\|-0.33\|15.33\|15.45\|14.88\|119629;2026-06-15\|14.90\|-1.97\|15.30\|15.49\|14.72\|188557;2026-06-16\|16.39\|10.00\|14.85\|16.39\|14.60\|296924;2026-06-17\|16.47\|0.49\|16.54\|16.68\|16.08\|240892;2026-06-18\|18.10\|9.90\|16.80\|18.12\|16.54\|471420;2026-06-22\|18.94\|4.64\|18.50\|19.10\|18.15\|408567;2026-06-23\|19.10\|0.84\|19.19\|19.58\|18.86\|318811;2026-06-24\|18.96\|-0.73\|18.87\|19.25\|18.59\|199659;2026-06-25\|18.28\|-3.59\|18.96\|19.20\|18.19\|276527;2026-06-26\|17.81\|-2.57\|18.35\|18.43\|17.54\|216040;2026-06-29\|17.11\|-3.93\|17.85\|17.91\|16.95\|173837;2026-06-30\|17.17\|0.35\|17.11\|17.39\|16.71\|124236;2026-07-01\|17.65\|2.80\|17.38\|17.90\|17.15\|181020;2026-07-02\|17.48\|-0.96\|17.46\|18.40\|17.30\|168222;2026-07-03\|17.03\|-2.57\|17.49\|17.88\|16.93\|158268;2026-07-06\|17.62\|3.46\|17.30\|18.25\|17.07\|265824;2026-07-07\|16.89\|-4.14\|17.56\|17.60\|16.87\|189544;2026-07-08\|16.14\|-4.44\|16.90\|16.97\|16.06\|123043;2026-07-09\|15.82\|-1.98\|16.20\|16.26\|15.33\|140821;2026-07-10\|15.65\|-1.07\|15.76\|15.98\|15.57\|107385;2026-07-13\|15.03\|-3.96\|15.67\|15.85\|14.96\|124292;2026-07-14\|15.47\|2.93\|15.04\|15.84\|14.79\|148153;2026-07-15\|15.83\|2.33\|15.50\|15.92\|15.20\|102858;2026-07-16\|15.31\|-3.28\|15.60\|15.67\|15.21\|95430;2026-07-17\|14.24\|-6.99\|15.32\|15.51\|14.15\|162695;2026-07-20\|12.99\|-8.78\|14.32\|14.46\|12.82\|275372;2026-07-21\|12.77\|-1.69\|12.98\|12.99\|11.70\|265158;2026-07-22\|12.86\|0.70\|12.70\|13.10\|12.51\|170070;2026-07-23\|13.19\|2.57\|12.86\|13.21\|12.73\|102840;2026-07-24\|12.73\|-3.49\|13.08\|13.08\|12.70\|93522;2026-07-27\|13.12\|3.06\|12.68\|13.14\|12.60\|95804;2026-07-28\|13.21\|0.69\|13.22\|13.47\|13.02\|112300;2026-07-29\|13.31\|0.76\|13.18\|13.47\|13.01\|98605;2026-07-30\|13.11\|-1.50\|13.25\|13.58\|13.02\|107874;2026-07-31\|13.50\|2.97\|13.15\|13.74\|13.15\|127667;2026-08-03\|13.54\|0.30\|13.54\|13.60\|13.38\|65503;2026-08-04\|13.78\|1.77\|13.55\|13.79\|13.45\|87093;2026-08-05\|15.16\|10.01\|13.81\|15.16\|13.73\|326767;2026-08-06\|16.15\|6.53\|15.47\|16.40\|15.20\|441879;2026-08-07\|16.77\|3.84\|16.15\|16.78\|15.81\|265181;2026-08-10\|16.56\|-1.25\|16.61\|16.92\|16.46\|145736;2026-08-11\|15.90\|-3.99\|16.50\|16.51\|15.75\|203247;2026-08-12\|15.79\|-0.69\|15.80\|16.34\|15.71\|128154;2026-08-13\|15.44\|-2.22\|15.99\|16.00\|15.41\|118779;2026-08-14\|15.44\|0.00\|15.43\|15.55\|15.27\|87457;2026-08-17\|15.39\|-0.32\|15.30\|15.71\|15.09\|159771;2026-08-18\|15.08\|-2.01\|15.16\|15.30\|14.68\|154063;2026-08-19\|14.67\|-2.72\|14.91\|15.19\|14.37\|170253;2026-08-20\|14.70\|0.20\|14.80\|15.38\|14.62\|172151;2026-08-21\|14.58\|-0.82\|14.60\|14.68\|14.34\|90127;2026-08-24\|14.59\|0.07\|14.60\|15.29\|14.45\|152214;2026-08-25\|14.91\|2.19\|14.51\|14.98\|14.42\|126674;2026-08-26\|15.60\|4.63\|15.00\|15.94\|14.76\|272131;2026-08-27\|16.27\|4.29\|15.54\|16.31\|15.38\|285220;2026-08-28\|16.20\|-0.43\|16.21\|16.35\|16.00\|185768;2026-08-31\|16.30\|0.62\|16.04\|16.38\|15.98\|108507;2026-09-01\|16.69\|2.39\|16.29\|17.05\|16.26\|200047;2026-09-02\|16.57\|-0.72\|16.55\|16.88\|16.40\|117644;2026-09-03\|16.72\|0.91\|16.66\|17.09\|16.40\|160765;2026-09-04\|16.80\|0.48\|16.70\|17.20\|16.44\|155741;2026-09-07\|16.90\|0.60\|16.99\|17.00\|16.50\|122255;2026-09-08\|17.66\|4.50\|17.21\|17.92\|16.98\|278483
124675	现货黄金日内涨2%，现货白银日内涨幅达3%	铜矿开发+矿山服务+业绩增长行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年5月18日公告，公司位于哥伦比亚的Alacran铜金银矿环境影响评估正式获批，该项目投资概算4.204亿美元；据2026年5月23日公告，公司拟增加该项目投资，项目推进确定性增强。 2、据2026年4月28日披露的2026年一季报，公司实现营收34.14亿元，同比增长21.45%；归母净利润6.01亿元，同比增长42.55%，业绩增长显著。 3、据申万宏源2026年5月27日研报，公司在地下矿山开发服务领域处领先地位，同时推进多个铜矿在建工程，矿铜产量成长性强，给予“增持”评级。	公司收购刚果（金）Dikulushi铜银矿并认购了艾芬豪旗下加拿大上市公司Cordoba公司股权，参与其在哥伦比亚的San Matias铜金银矿项目	2026-04-30\|62.30\|-0.84\|62.56\|63.15\|61.60\|78053;2026-05-06\|64.12\|2.92\|62.88\|64.49\|61.06\|108514;2026-05-07\|67.51\|5.29\|65.90\|68.98\|64.73\|129442;2026-05-08\|66.67\|-1.24\|66.51\|67.60\|64.23\|120154;2026-05-11\|65.00\|-2.50\|66.01\|66.75\|64.40\|106950;2026-05-12\|67.60\|4.00\|67.20\|69.33\|66.10\|153514;2026-05-13\|69.52\|2.84\|68.34\|70.00\|66.66\|160880;2026-05-14\|66.50\|-4.34\|68.73\|69.00\|66.50\|82928;2026-05-15\|62.95\|-5.34\|65.60\|66.44\|62.18\|116589;2026-05-18\|63.20\|0.40\|62.00\|63.63\|60.53\|96367;2026-05-19\|65.71\|3.97\|62.82\|65.80\|62.54\|115544;2026-05-20\|63.05\|-4.05\|65.05\|65.05\|61.21\|133610;2026-05-21\|63.50\|0.71\|63.76\|67.20\|63.31\|134655;2026-05-22\|66.33\|4.46\|63.50\|66.93\|63.16\|105923;2026-05-25\|69.85\|5.31\|67.74\|71.20\|67.51\|138798;2026-05-26\|75.15\|7.59\|69.87\|75.18\|69.00\|165512;2026-05-27\|72.93\|-2.95\|73.65\|74.60\|72.00\|85731;2026-05-28\|72.00\|-1.28\|72.80\|73.38\|69.99\|74118;2026-05-29\|74.18\|3.03\|73.33\|74.86\|72.24\|94741;2026-06-01\|73.31\|-1.17\|74.00\|75.97\|72.69\|73810;2026-06-02\|76.35\|4.15\|73.95\|77.72\|73.31\|94410;2026-06-03\|74.50\|-2.42\|75.50\|77.86\|74.01\|85225;2026-06-04\|72.00\|-3.36\|73.55\|73.90\|70.88\|66706;2026-06-05\|71.55\|-0.62\|72.00\|74.82\|70.05\|54589;2026-06-08\|66.14\|-7.56\|67.79\|68.58\|65.21\|93080;2026-06-09\|69.16\|4.57\|66.87\|69.50\|65.26\|66615;2026-06-10\|66.18\|-4.31\|67.82\|67.84\|65.21\|73385;2026-06-11\|68.11\|2.92\|65.32\|68.76\|65.00\|67429;2026-06-12\|70.76\|3.89\|69.88\|73.20\|68.16\|102935;2026-06-15\|77.84\|10.01\|73.62\|77.84\|73.62\|160544;2026-06-16\|72.73\|-6.56\|77.45\|77.45\|71.86\|158727;2026-06-17\|77.30\|6.28\|72.00\|77.38\|72.00\|124661;2026-06-18\|73.45\|-4.98\|75.37\|77.95\|72.66\|122915;2026-06-22\|75.88\|3.31\|72.80\|76.27\|71.80\|141070;2026-06-23\|69.71\|-8.13\|74.98\|74.98\|69.29\|122596;2026-06-24\|69.88\|0.24\|69.33\|69.98\|68.33\|75814;2026-06-25\|63.26\|-9.47\|68.00\|68.78\|62.90\|212003;2026-06-26\|59.92\|-5.28\|63.30\|63.55\|59.60\|124229;2026-06-29\|62.47\|4.26\|60.00\|62.99\|59.43\|116337;2026-06-30\|59.03\|-5.51\|62.48\|62.48\|58.40\|145529;2026-07-01\|58.64\|-0.66\|58.74\|59.00\|57.15\|136412;2026-07-02\|61.70\|5.22\|58.85\|62.53\|58.66\|209858;2026-07-03\|64.42\|4.41\|64.79\|66.11\|62.85\|158391;2026-07-06\|65.14\|1.12\|64.33\|66.74\|64.33\|89934;2026-07-07\|64.30\|-1.29\|64.30\|64.92\|62.60\|80207;2026-07-08\|64.82\|0.81\|64.00\|66.33\|62.61\|81253;2026-07-09\|65.84\|2.62\|63.24\|66.30\|58.89\|142106;2026-07-10\|65.25\|-0.90\|65.35\|66.99\|62.09\|106825;2026-07-13\|65.47\|0.34\|63.89\|66.21\|62.80\|68391;2026-07-14\|67.10\|2.49\|64.82\|67.60\|63.50\|114667;2026-07-15\|64.52\|-3.85\|67.00\|68.50\|64.00\|70901;2026-07-16\|65.85\|2.06\|63.52\|69.04\|63.50\|100703;2026-07-17\|60.76\|-7.73\|65.01\|65.66\|60.61\|96363;2026-07-20\|63.19\|4.00\|61.32\|64.32\|61.12\|77692;2026-07-21\|66.33\|4.97\|63.66\|67.36\|63.43\|107603;2026-07-22\|72.95\|9.98\|67.00\|72.96\|67.00\|177959;2026-07-23\|74.29\|1.84\|72.95\|76.64\|71.26\|155122;2026-07-24\|69.55\|-6.38\|71.82\|72.00\|68.78\|109938;2026-07-27\|71.90\|3.38\|70.88\|71.99\|69.30\|63422;2026-07-28\|71.45\|-0.63\|70.56\|72.12\|69.94\|69987;2026-07-29\|73.47\|2.83\|71.74\|74.00\|70.00\|72364;2026-07-30\|74.08\|0.83\|73.88\|74.96\|71.36\|109133;2026-07-31\|74.24\|0.22\|74.50\|76.95\|72.58\|75797;2026-08-03\|71.56\|-3.61\|74.24\|74.42\|70.80\|60851;2026-08-04\|71.53\|-0.04\|71.65\|72.96\|70.14\|71484;2026-08-05\|78.68\|10.00\|73.50\|78.68\|72.90\|110625;2026-08-06\|78.40\|-0.36\|81.04\|81.13\|77.22\|113513;2026-08-07\|79.19\|1.01\|77.92\|80.07\|76.30\|106718;2026-08-10\|80.18\|1.25\|79.24\|80.87\|77.41\|77544;2026-08-11\|76.01\|-5.20\|79.95\|80.86\|76.01\|91834;2026-08-12\|74.58\|-1.88\|76.00\|76.79\|74.02\|83951;2026-08-13\|72.33\|-3.02\|74.50\|74.61\|72.18\|70587;2026-08-14\|76.65\|5.97\|72.07\|77.10\|70.99\|120800;2026-08-17\|77.59\|1.23\|78.12\|79.22\|76.81\|86141;2026-08-18\|76.88\|-0.92\|76.58\|78.20\|75.93\|80846;2026-08-19\|72.85\|-5.24\|74.00\|76.60\|72.43\|93031;2026-08-20\|74.90\|2.81\|75.16\|77.50\|73.68\|73469;2026-08-21\|75.10\|0.27\|75.58\|76.37\|74.21\|52274;2026-08-24\|74.34\|-1.01\|76.22\|77.68\|73.54\|64221;2026-08-25\|73.37\|-1.30\|74.25\|75.12\|72.21\|65245;2026-08-26\|80.71\|10.00\|75.64\|80.71\|75.17\|64711;2026-08-27\|80.35\|-0.45\|80.70\|81.76\|79.64\|118154;2026-08-28\|81.72\|1.71\|80.30\|82.53\|78.17\|86992;2026-08-31\|81.72\|0.00\|79.68\|81.72\|77.23\|122894;2026-09-01\|82.20\|0.59\|81.98\|83.79\|80.70\|124635;2026-09-02\|78.84\|-4.09\|81.24\|81.99\|77.50\|80062;2026-09-03\|79.72\|1.12\|79.48\|80.58\|78.60\|55154;2026-09-04\|79.54\|-0.23\|80.50\|81.32\|78.97\|38418;2026-09-07\|78.45\|-1.37\|78.83\|79.99\|77.18\|72595;2026-09-08\|80.40\|2.49\|80.01\|81.98\|78.55\|94032

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