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
115693		涨停揭秘：空心杯转子平衡机切入人形机器人供应链，高速动平衡装备实现航空舰船领域突破；涨停缘由：空心杯转子平衡机、减速器转子平衡机已切入人形机器人核心零部件供应链，DG3高速动平衡装备通过评审，拓展航空航天客户；资金逻辑：资金聚焦人形机器人硬件链中具备技术壁垒与量产能力的细分龙头，国产替代逻辑强化；风险提示：人形机器人量产进度不及预期可能影响订单落地，航空航天业务占比仍低，业绩贡献有限	1、公司空心杯转子平衡机、减速器转子平衡机等产品已切入人形机器人核心零部件，与多家头部机器人核心零部件企业建立合作； 2、公司“DG3高速动平衡及超速试验装备”通过专家组评审，实现舰船燃气轮机、航空发动机等高端旋转机械高速动平衡检测装备国产自主化突破，目前公司拓展了部分航空航天领域客户并建立合作关系	2026-03-03\|39.38\|-6.01\|41.91\|42.19\|39.15\|37453;2026-03-04\|38.99\|-0.99\|39.10\|39.87\|38.87\|19059;2026-03-05\|39.00\|0.03\|39.76\|39.88\|38.91\|17215;2026-03-06\|39.70\|1.79\|39.01\|39.80\|38.83\|16935;2026-03-09\|38.89\|-2.04\|39.15\|39.22\|37.88\|25028;2026-03-10\|40.13\|3.19\|39.45\|40.16\|39.22\|17095;2026-03-11\|39.63\|-1.25\|40.21\|40.48\|39.40\|21383;2026-03-12\|38.95\|-1.72\|39.94\|40.50\|38.89\|21683;2026-03-13\|38.39\|-1.44\|38.80\|39.38\|38.30\|16053;2026-03-16\|38.38\|-0.03\|38.39\|38.69\|37.82\|13631;2026-03-17\|37.92\|-1.20\|38.68\|38.79\|37.90\|18313;2026-03-18\|38.69\|2.03\|37.98\|38.80\|37.65\|14818;2026-03-19\|37.40\|-3.33\|38.06\|38.26\|37.31\|18756;2026-03-20\|36.41\|-2.65\|37.61\|37.96\|36.35\|17370;2026-03-23\|34.00\|-6.62\|35.50\|36.09\|33.90\|20698;2026-03-24\|36.60\|7.65\|34.95\|36.90\|34.08\|38038;2026-03-25\|37.01\|1.12\|36.80\|38.57\|36.51\|25884;2026-03-26\|37.91\|2.43\|37.20\|37.96\|36.55\|26510;2026-03-27\|38.07\|0.42\|37.10\|38.54\|37.04\|21178;2026-03-30\|38.97\|2.36\|37.32\|39.35\|37.32\|26474;2026-03-31\|37.96\|-2.59\|39.00\|39.47\|37.96\|21768;2026-04-01\|38.60\|1.69\|38.76\|38.77\|37.66\|20030;2026-04-02\|39.00\|1.04\|38.56\|39.48\|38.15\|27274;2026-04-03\|38.56\|-1.13\|39.26\|39.37\|38.38\|17192;2026-04-07\|38.63\|0.18\|38.56\|40.15\|38.20\|24652;2026-04-08\|39.90\|3.29\|39.43\|40.15\|39.00\|23032;2026-04-09\|41.81\|4.79\|39.71\|41.93\|39.60\|58897;2026-04-10\|42.27\|1.10\|41.80\|42.91\|41.41\|47556;2026-04-13\|41.35\|-2.18\|42.24\|42.68\|41.26\|28570;2026-04-14\|42.14\|1.91\|41.80\|42.18\|40.88\|31536;2026-04-15\|41.86\|-0.66\|42.28\|42.83\|41.78\|22137;2026-04-16\|42.27\|0.98\|42.01\|42.36\|41.51\|18380;2026-04-17\|43.25\|2.32\|42.32\|43.83\|42.32\|28303;2026-04-20\|43.36\|0.25\|43.18\|43.80\|42.84\|22869;2026-04-21\|42.38\|-2.26\|43.38\|43.40\|41.86\|27370;2026-04-22\|40.15\|-5.26\|38.15\|40.77\|38.15\|62918;2026-04-23\|42.06\|4.76\|41.16\|42.28\|39.71\|46382;2026-04-24\|41.14\|-2.19\|41.82\|41.93\|40.38\|22858;2026-04-27\|43.55\|5.86\|41.37\|44.14\|40.89\|43561;2026-04-28\|44.05\|1.15\|43.66\|45.53\|43.66\|40940;2026-04-29\|42.74\|-2.97\|44.77\|44.88\|42.50\|29774;2026-04-30\|44.10\|3.18\|42.83\|44.40\|42.73\|29265;2026-05-06\|47.83\|8.46\|44.15\|48.10\|44.05\|73017;2026-05-07\|53.30\|11.44\|47.65\|54.18\|46.71\|86998;2026-05-08\|55.93\|4.93\|53.25\|57.20\|52.23\|92637;2026-05-11\|55.46\|-0.84\|56.42\|56.60\|54.00\|64067;2026-05-12\|54.91\|-0.99\|55.84\|56.22\|54.31\|38695;2026-05-13\|57.78\|5.23\|54.68\|57.96\|54.03\|51719;2026-05-14\|64.78\|12.11\|58.01\|68.88\|58.01\|107244;2026-05-15\|63.62\|-1.79\|65.65\|66.00\|62.54\|57533;2026-05-18\|63.72\|0.16\|63.00\|64.27\|61.01\|53338;2026-05-19\|63.74\|0.03\|63.89\|64.50\|61.30\|49393;2026-05-20\|62.62\|-1.76\|63.75\|63.76\|59.60\|61415;2026-05-21\|60.85\|-2.83\|62.53\|65.75\|60.45\|57517;2026-05-22\|67.26\|10.53\|60.67\|67.50\|60.67\|79378;2026-05-25\|66.26\|-1.49\|70.00\|71.80\|65.48\|79647;2026-05-26\|65.40\|-1.30\|66.86\|67.87\|63.06\|54421;2026-05-27\|63.31\|-3.20\|65.41\|66.00\|62.24\|37226;2026-05-28\|64.88\|2.56\|64.00\|65.45\|62.49\|33249;2026-05-29\|61.90\|-4.59\|64.88\|66.03\|60.73\|33887;2026-06-01\|60.80\|-1.78\|61.91\|65.00\|59.10\|34942;2026-06-02\|63.42\|4.31\|60.43\|64.67\|59.36\|40064;2026-06-03\|63.50\|0.13\|63.39\|65.33\|62.40\|25257;2026-06-04\|70.03\|10.28\|63.18\|71.00\|62.89\|72125;2026-06-05\|67.31\|-3.88\|68.61\|70.97\|63.98\|88442;2026-06-08\|64.07\|-4.81\|65.25\|68.35\|63.40\|63829;2026-06-09\|66.20\|3.32\|66.53\|67.20\|65.00\|40549;2026-06-10\|64.19\|-3.04\|65.08\|66.93\|62.91\|32993;2026-06-11\|62.76\|-2.23\|62.88\|64.14\|61.54\|30595;2026-06-12\|63.78\|1.63\|65.08\|67.20\|63.51\|33939;2026-06-15\|68.88\|8.00\|65.13\|69.99\|63.84\|62890;2026-06-16\|69.90\|1.48\|69.26\|70.99\|67.20\|44292;2026-06-17\|70.11\|0.30\|69.89\|71.90\|68.10\|53230;2026-06-18\|77.60\|10.68\|71.37\|79.59\|69.40\|79248;2026-06-22\|79.26\|2.14\|74.12\|82.79\|73.67\|73494;2026-06-23\|78.57\|-0.87\|77.66\|82.34\|76.00\|52230;2026-06-24\|78.53\|-0.05\|78.89\|79.99\|75.05\|37570;2026-06-25\|79.35\|1.04\|79.39\|82.00\|77.51\|37973;2026-06-26\|73.46\|-7.42\|77.85\|78.18\|72.23\|47533;2026-06-29\|58.77\|-20.00\|74.00\|74.03\|58.77\|70373;2026-06-30\|61.39\|4.46\|58.18\|63.50\|56.40\|85050;2026-07-01\|67.90\|10.60\|63.49\|69.95\|60.89\|78439;2026-07-02\|72.46\|6.72\|69.01\|77.95\|67.90\|86789;2026-07-03\|72.05\|-0.57\|72.56\|73.91\|70.00\|48222;2026-07-06\|72.18\|0.18\|73.50\|77.26\|71.75\|40365;2026-07-07\|74.13\|2.70\|73.73\|78.52\|71.00\|61371;2026-07-08\|66.80\|-9.89\|73.39\|74.12\|66.40\|58693;2026-07-09\|72.86\|9.07\|68.12\|73.12\|66.17\|53052;2026-07-10\|78.69\|8.00\|75.12\|83.99\|75.09\|99579
115692		涨停揭秘：推出二代人形机器人，强化在智能工厂与具身智能硬件领域的综合竞争力；涨停缘由：作为智能制造装备供应商，已正式推出二代人形机器人，具备更高运动精度与场景适应性，有望加速导入下游测试验证环节；资金逻辑：资金博弈人形机器人产业化关键节点，设备厂商具备先发卡位优势与订单弹性；风险提示：二代机器人尚处样机阶段，未披露量产时间表及客户合作进展，商业化路径仍需验证	智能制造装备供应商，已推出二代人形机器人	2026-03-03\|9.96\|-3.21\|10.38\|10.39\|9.72\|170050;2026-03-04\|9.74\|-2.21\|9.64\|9.98\|9.64\|100665;2026-03-05\|9.98\|2.46\|9.94\|10.17\|9.87\|112440;2026-03-06\|10.06\|0.80\|9.93\|10.08\|9.92\|52548;2026-03-09\|9.91\|-1.49\|9.95\|9.96\|9.66\|82451;2026-03-10\|10.06\|1.51\|10.00\|10.13\|9.95\|70336;2026-03-11\|9.95\|-1.09\|10.07\|10.16\|9.93\|64411;2026-03-12\|9.89\|-0.60\|9.88\|10.02\|9.85\|56790;2026-03-13\|9.80\|-0.91\|9.81\|9.94\|9.75\|54443;2026-03-16\|9.70\|-1.02\|9.78\|9.84\|9.67\|82790;2026-03-17\|9.61\|-0.93\|9.79\|9.80\|9.59\|64504;2026-03-18\|9.65\|0.42\|9.61\|9.70\|9.54\|57458;2026-03-19\|9.35\|-3.11\|9.56\|9.63\|9.32\|76048;2026-03-20\|9.08\|-2.89\|9.39\|9.45\|9.08\|64054;2026-03-23\|8.82\|-2.86\|9.00\|9.22\|8.71\|127350;2026-03-24\|8.89\|0.79\|8.99\|9.02\|8.72\|82791;2026-03-25\|9.12\|2.59\|8.96\|9.14\|8.89\|90361;2026-03-26\|8.93\|-2.08\|9.11\|9.21\|8.89\|73203;2026-03-27\|9.01\|0.90\|8.80\|9.06\|8.80\|68816;2026-03-30\|9.04\|0.33\|8.95\|9.11\|8.78\|57015;2026-03-31\|8.98\|-0.66\|9.05\|9.17\|8.96\|57554;2026-04-01\|9.12\|1.56\|9.16\|9.18\|9.04\|61685;2026-04-02\|8.91\|-2.30\|9.07\|9.09\|8.87\|67378;2026-04-03\|8.76\|-1.68\|8.95\|8.97\|8.75\|51275;2026-04-07\|8.59\|-1.94\|8.73\|8.81\|8.56\|78745;2026-04-08\|9.23\|7.45\|8.76\|9.26\|8.75\|133370;2026-04-09\|8.96\|-2.93\|9.17\|9.17\|8.95\|82237;2026-04-10\|9.12\|1.79\|9.07\|9.25\|9.00\|76817;2026-04-13\|9.02\|-1.10\|9.12\|9.13\|9.02\|49196;2026-04-14\|9.08\|0.67\|9.12\|9.12\|8.98\|60071;2026-04-15\|9.02\|-0.66\|9.15\|9.15\|8.98\|57296;2026-04-16\|9.20\|2.00\|9.04\|9.28\|9.04\|88709;2026-04-17\|9.47\|2.93\|9.18\|9.55\|9.12\|142958;2026-04-20\|9.50\|0.32\|9.53\|9.66\|9.45\|115138;2026-04-21\|9.48\|-0.21\|9.44\|9.55\|9.38\|72376;2026-04-22\|9.54\|0.63\|9.49\|9.55\|9.41\|69651;2026-04-23\|9.46\|-0.84\|9.54\|9.55\|9.38\|74364;2026-04-24\|9.39\|-0.74\|9.40\|9.49\|9.26\|68053;2026-04-27\|9.43\|0.43\|9.40\|9.54\|9.35\|64791;2026-04-28\|9.27\|-1.70\|9.46\|9.47\|9.23\|67111;2026-04-29\|9.29\|0.22\|9.25\|9.37\|9.22\|68380;2026-04-30\|9.28\|-0.11\|9.12\|9.35\|8.88\|123322;2026-05-06\|9.36\|0.86\|9.36\|9.54\|9.31\|110074;2026-05-07\|9.63\|2.88\|9.34\|9.71\|9.27\|161111;2026-05-08\|10.09\|4.78\|9.62\|10.38\|9.55\|252420;2026-05-11\|9.99\|-0.99\|10.10\|10.18\|9.90\|145801;2026-05-12\|9.95\|-0.40\|9.97\|10.15\|9.71\|162976;2026-05-13\|10.03\|0.80\|9.95\|10.06\|9.82\|127603;2026-05-14\|9.90\|-1.30\|10.04\|10.19\|9.86\|167327;2026-05-15\|10.43\|5.35\|9.92\|10.87\|9.81\|399795;2026-05-18\|10.37\|-0.58\|10.26\|10.57\|10.20\|214326;2026-05-19\|10.65\|2.70\|10.33\|10.75\|10.33\|203025;2026-05-20\|10.40\|-2.35\|10.59\|10.68\|10.27\|181618;2026-05-21\|10.28\|-1.15\|10.40\|10.68\|10.27\|247491;2026-05-22\|10.43\|1.46\|10.42\|10.49\|10.12\|173309;2026-05-25\|10.90\|4.51\|10.57\|10.98\|10.23\|251637;2026-05-26\|10.59\|-2.84\|10.85\|11.00\|10.44\|248097;2026-05-27\|10.11\|-4.53\|10.60\|10.75\|9.93\|234464;2026-05-28\|10.04\|-0.69\|9.98\|10.16\|9.73\|184730;2026-05-29\|9.29\|-7.47\|10.02\|10.12\|9.25\|220241;2026-06-01\|9.18\|-1.18\|9.25\|9.45\|9.12\|137928;2026-06-02\|9.03\|-1.63\|9.28\|9.35\|8.96\|127650;2026-06-03\|8.93\|-1.11\|9.02\|9.25\|8.83\|117412;2026-06-04\|8.90\|-0.34\|8.85\|9.18\|8.81\|120758;2026-06-05\|9.25\|3.93\|8.90\|9.60\|8.29\|271649;2026-06-08\|9.20\|-0.54\|9.07\|9.43\|9.03\|193879;2026-06-09\|9.16\|-0.43\|9.21\|9.27\|8.99\|124514;2026-06-10\|8.68\|-5.24\|9.12\|9.15\|8.57\|133053;2026-06-11\|8.38\|-3.46\|8.68\|8.75\|8.29\|134786;2026-06-12\|8.50\|1.55\|8.48\|8.87\|8.40\|143171;2026-06-15\|9.09\|6.94\|8.49\|9.23\|8.40\|208570;2026-06-16\|9.45\|3.96\|9.05\|9.54\|8.96\|213500;2026-06-17\|9.34\|-1.16\|9.46\|9.54\|9.25\|128976;2026-06-18\|10.43\|11.67\|9.30\|10.63\|9.28\|400980;2026-06-22\|10.23\|-1.92\|10.59\|10.92\|10.10\|296660;2026-06-23\|9.91\|-3.13\|10.18\|10.18\|9.82\|170410;2026-06-24\|9.62\|-2.93\|9.98\|9.98\|9.50\|147342;2026-06-25\|9.31\|-3.22\|9.50\|9.68\|9.18\|155497;2026-06-26\|8.86\|-4.83\|9.31\|9.31\|8.85\|155631;2026-06-29\|9.11\|2.82\|8.72\|9.18\|8.51\|204323;2026-06-30\|10.10\|10.87\|9.15\|10.34\|8.98\|315167;2026-07-01\|9.94\|-1.58\|10.02\|10.38\|9.93\|206416;2026-07-02\|9.63\|-3.12\|9.90\|10.14\|9.57\|194105;2026-07-03\|10.38\|7.79\|9.72\|10.73\|9.70\|371821;2026-07-06\|9.92\|-4.43\|10.38\|10.54\|9.90\|237459;2026-07-07\|9.71\|-2.12\|9.82\|10.28\|9.61\|177797;2026-07-08\|9.11\|-6.18\|9.63\|9.71\|9.05\|148930;2026-07-09\|9.81\|7.68\|9.16\|9.81\|9.06\|207422;2026-07-10\|10.10\|2.96\|9.74\|10.33\|9.68\|24080734
115691		涨停揭秘：人形机器人滚柱丝杠研发正式立项，切入高壁垒核心执行部件赛道；涨停缘由：在人形机器人滚柱丝杠方面已完成正式研发立项，制定研发目标与开发计划，样件制作与设备投资按计划推进；资金逻辑：资金提前布局人形机器人核心零部件国产替代早期标的，关注技术路线确定性与量产节奏；风险提示：滚柱丝杠研发周期长、验证门槛高，尚未进入客户送样或批量测试阶段，产业化存在不确定性	在人形机器人滚柱丝杠方面，公司内部已经完成正式研发立项，制定了研发目标和开发计划，目前样件制作和设备投资等项目进度按计划快速推进中	2026-03-03\|33.02\|-5.31\|34.87\|35.11\|33.01\|117005;2026-03-04\|32.93\|-0.27\|32.75\|33.44\|32.63\|61716;2026-03-05\|33.04\|0.33\|33.56\|33.65\|32.86\|56649;2026-03-06\|33.25\|0.64\|32.93\|33.32\|32.83\|41649;2026-03-09\|32.10\|-3.46\|32.92\|32.92\|31.31\|98556;2026-03-10\|32.90\|2.49\|32.56\|33.30\|32.50\|80885;2026-03-11\|32.99\|0.27\|32.92\|33.22\|32.80\|58091;2026-03-12\|32.36\|-1.91\|32.86\|33.00\|32.23\|58272;2026-03-13\|31.67\|-2.13\|32.19\|32.35\|31.66\|55180;2026-03-16\|32.10\|1.36\|31.67\|32.10\|31.48\|52490;2026-03-17\|31.45\|-2.02\|32.19\|32.28\|31.40\|48904;2026-03-18\|31.47\|0.06\|31.50\|31.60\|31.19\|40350;2026-03-19\|30.65\|-2.61\|31.17\|31.18\|30.45\|71774;2026-03-20\|29.67\|-3.20\|30.76\|30.88\|29.65\|80001;2026-03-23\|30.87\|4.04\|29.69\|31.36\|29.61\|182216;2026-03-24\|30.62\|-0.81\|30.88\|31.32\|29.90\|107850;2026-03-25\|30.63\|0.03\|30.69\|30.90\|30.24\|91706;2026-03-26\|30.68\|0.16\|30.73\|31.21\|30.51\|82841;2026-03-27\|30.61\|-0.23\|30.30\|30.74\|29.85\|62256;2026-03-30\|30.03\|-1.89\|30.17\|30.51\|29.61\|70781;2026-03-31\|29.97\|-0.20\|29.92\|30.42\|29.81\|70858;2026-04-01\|30.57\|2.00\|30.37\|30.66\|30.14\|79278;2026-04-02\|29.66\|-2.98\|30.40\|30.50\|29.57\|64208;2026-04-03\|28.72\|-3.17\|29.76\|29.86\|28.69\|68207;2026-04-07\|28.85\|0.45\|28.78\|29.54\|28.68\|46303;2026-04-08\|30.60\|6.07\|29.64\|30.66\|29.60\|117005;2026-04-09\|30.05\|-1.80\|30.40\|30.47\|30.03\|57440;2026-04-10\|30.74\|2.30\|30.35\|31.20\|30.20\|84966;2026-04-13\|30.59\|-0.49\|30.55\|30.88\|30.33\|52816;2026-04-14\|30.93\|1.11\|30.95\|30.99\|30.55\|58543;2026-04-15\|30.52\|-1.33\|31.21\|31.25\|30.48\|65569;2026-04-16\|30.80\|0.92\|31.08\|31.19\|30.58\|56910;2026-04-17\|30.92\|0.39\|30.60\|30.97\|30.33\|65582;2026-04-20\|31.86\|3.04\|31.71\|32.79\|31.46\|189971;2026-04-21\|31.27\|-1.85\|31.62\|31.75\|31.03\|93446;2026-04-22\|30.89\|-1.22\|30.96\|31.09\|30.69\|71918;2026-04-23\|29.98\|-2.95\|30.89\|30.95\|29.76\|104561;2026-04-24\|29.75\|-0.77\|29.91\|30.14\|29.58\|53872;2026-04-27\|29.92\|0.91\|29.60\|30.09\|29.22\|53980;2026-04-28\|29.02\|-3.01\|29.66\|29.89\|28.92\|72560;2026-04-29\|28.10\|-3.17\|27.91\|28.22\|27.00\|113840;2026-04-30\|28.51\|1.46\|28.00\|28.70\|27.98\|67102;2026-05-06\|29.30\|2.77\|28.79\|29.68\|28.61\|83047;2026-05-07\|30.50\|4.10\|29.40\|30.90\|29.21\|119886;2026-05-08\|31.32\|2.69\|30.30\|32.21\|30.20\|197869;2026-05-11\|31.80\|1.53\|31.10\|32.06\|30.90\|155312;2026-05-12\|31.31\|-1.54\|31.68\|33.06\|31.29\|116438;2026-05-13\|30.99\|-1.02\|31.31\|31.33\|30.81\|83648;2026-05-14\|29.83\|-3.74\|31.34\|31.39\|29.80\|98906;2026-05-15\|33.15\|11.13\|29.83\|34.29\|29.82\|377357;2026-05-18\|33.31\|0.48\|32.90\|33.88\|32.63\|280784;2026-05-19\|34.86\|4.65\|33.06\|35.30\|33.02\|331497;2026-05-20\|33.45\|-4.04\|33.90\|34.10\|33.32\|196685;2026-05-21\|34.38\|2.78\|33.30\|35.21\|33.30\|308808;2026-05-22\|33.91\|-1.37\|34.18\|34.84\|33.60\|200591;2026-05-25\|33.14\|-2.27\|34.08\|34.17\|33.04\|152077;2026-05-26\|35.20\|6.22\|33.60\|35.70\|33.55\|335978;2026-05-27\|35.44\|0.68\|34.12\|36.37\|33.88\|301529;2026-05-28\|33.01\|-6.86\|35.01\|35.04\|32.00\|272765;2026-05-29\|30.51\|-7.57\|32.66\|33.35\|30.20\|208497;2026-06-01\|30.16\|-1.15\|30.50\|31.27\|30.00\|118346;2026-06-02\|30.00\|-0.53\|30.72\|31.19\|29.90\|106215;2026-06-03\|29.25\|-2.50\|29.72\|30.39\|29.10\|118495;2026-06-04\|30.76\|5.16\|29.01\|32.12\|28.88\|190182;2026-06-05\|31.87\|3.61\|30.30\|32.88\|29.22\|243311;2026-06-08\|31.85\|-0.06\|31.00\|32.85\|30.90\|187565;2026-06-09\|31.61\|-0.75\|31.82\|32.20\|31.01\|137982;2026-06-10\|29.98\|-5.16\|31.12\|31.40\|29.70\|115705;2026-06-11\|28.65\|-4.44\|29.70\|29.80\|28.50\|97448;2026-06-12\|28.88\|0.80\|29.08\|29.71\|28.72\|108449;2026-06-15\|29.54\|2.29\|28.80\|29.55\|28.73\|82449;2026-06-16\|29.32\|-0.74\|29.50\|29.84\|28.75\|111147;2026-06-17\|28.33\|-3.38\|29.12\|29.20\|28.07\|127305;2026-06-18\|31.69\|11.86\|28.29\|32.42\|28.02\|295757;2026-06-22\|30.20\|-4.70\|31.69\|31.70\|29.73\|177210;2026-06-23\|30.00\|-0.66\|30.08\|31.53\|29.59\|162130;2026-06-24\|29.38\|-2.07\|30.00\|30.28\|29.10\|92857;2026-06-25\|28.48\|-3.06\|29.12\|29.65\|28.43\|107046;2026-06-26\|27.28\|-4.21\|28.50\|28.55\|27.27\|92519;2026-06-29\|26.80\|-1.76\|27.29\|27.31\|26.01\|99217;2026-06-30\|27.78\|3.66\|27.00\|28.28\|26.68\|123450;2026-07-01\|28.53\|2.70\|27.40\|29.40\|27.30\|135862;2026-07-02\|28.67\|0.49\|28.34\|29.88\|28.30\|139114;2026-07-03\|30.83\|7.53\|28.84\|31.80\|28.73\|285120;2026-07-06\|28.90\|-6.26\|30.90\|30.99\|28.90\|198646;2026-07-07\|27.75\|-3.98\|28.66\|30.10\|27.57\|136053;2026-07-08\|26.49\|-4.54\|27.75\|28.30\|26.33\|102630;2026-07-09\|25.52\|-3.66\|26.06\|26.26\|24.60\|127086;2026-07-10\|25.37\|-0.59\|25.27\|26.76\|25.13\|139176
115690		涨停揭秘：公司光通信代理业务覆盖800G/1.6T硅光模块，OCS全光交换布局深化，同时FZMotion动捕系统切入人形机器人量产检测环节；涨停缘由：硅光模块代理优势+OCS全光交换技术突破+人形机器人检测方案落地+2025年净利润高增长；资金逻辑：机构资金持续增持，北向持仓环比提升，反映对‘光+AI+机器人’三重成长主线的长期配置逻辑；风险提示：光通信业务依赖代理模式，自主品牌占比偏低；人形机器人业务规模尚小，商业化进度存在不确定性	公司FZMotion动捕系统已切入人形机器人“数据采集—量产检测”两大环节，检测时间由4小时缩至15分钟，已在头部机器人厂商产线落地	2026-03-03\|43.06\|-4.69\|45.76\|46.00\|43.06\|160312;2026-03-04\|42.90\|-0.37\|42.30\|43.87\|42.10\|97750;2026-03-05\|42.67\|-0.54\|43.88\|44.59\|42.40\|122581;2026-03-06\|43.51\|1.97\|42.42\|44.58\|41.77\|112694;2026-03-09\|42.36\|-2.64\|42.51\|42.88\|40.66\|117526;2026-03-10\|44.26\|4.49\|43.42\|44.38\|43.31\|115762;2026-03-11\|43.51\|-1.69\|44.18\|45.10\|43.31\|98196;2026-03-12\|42.38\|-2.60\|43.02\|44.13\|41.93\|89964;2026-03-13\|43.19\|1.91\|42.00\|45.50\|42.00\|161880;2026-03-16\|46.37\|7.36\|43.00\|46.88\|41.77\|218133;2026-03-17\|43.60\|-5.97\|45.76\|45.92\|43.46\|156565;2026-03-18\|44.43\|1.90\|43.82\|44.70\|43.00\|95548;2026-03-19\|43.17\|-2.84\|43.30\|44.42\|42.88\|93544;2026-03-20\|44.05\|2.04\|43.75\|46.23\|43.36\|237296;2026-03-23\|40.24\|-8.65\|42.58\|44.20\|39.80\|199078;2026-03-24\|40.47\|0.57\|41.02\|41.24\|38.94\|112705;2026-03-25\|42.02\|3.83\|41.02\|42.98\|41.02\|140274;2026-03-26\|39.87\|-5.12\|42.03\|42.17\|39.70\|105676;2026-03-27\|40.21\|0.85\|38.98\|41.18\|38.50\|85712;2026-03-30\|39.40\|-2.01\|39.30\|39.59\|38.61\|68383;2026-03-31\|37.57\|-4.64\|39.11\|39.34\|37.57\|82811;2026-04-01\|40.12\|6.79\|38.69\|40.29\|38.64\|135342;2026-04-02\|39.54\|-1.45\|39.60\|40.64\|39.18\|78905;2026-04-03\|43.23\|9.33\|39.98\|44.60\|39.98\|266624;2026-04-07\|42.35\|-2.04\|43.32\|43.90\|42.21\|133930;2026-04-08\|45.20\|6.73\|43.75\|45.20\|43.37\|154229;2026-04-09\|46.04\|1.86\|44.60\|46.95\|44.60\|175929;2026-04-10\|47.70\|3.61\|47.00\|49.55\|46.56\|297545;2026-04-13\|47.64\|-0.13\|47.20\|48.87\|47.10\|152792;2026-04-14\|48.50\|1.81\|48.00\|50.20\|46.99\|216463;2026-04-15\|47.23\|-2.62\|48.50\|48.82\|46.73\|139588;2026-04-16\|48.23\|2.12\|47.54\|48.32\|46.71\|112705;2026-04-17\|48.94\|1.47\|47.85\|50.56\|47.81\|153667;2026-04-20\|47.92\|-2.08\|49.40\|49.44\|47.76\|125301;2026-04-21\|49.16\|2.59\|47.45\|49.54\|46.75\|149733;2026-04-22\|50.54\|2.81\|48.80\|51.60\|48.80\|177019;2026-04-23\|47.10\|-6.81\|50.29\|50.31\|46.45\|211844;2026-04-24\|46.67\|-0.91\|46.90\|47.58\|46.01\|115024;2026-04-27\|46.80\|0.28\|46.70\|47.70\|46.40\|98306;2026-04-28\|45.96\|-1.79\|46.50\|47.10\|45.13\|106351;2026-04-29\|49.43\|7.55\|47.00\|50.86\|45.90\|304579;2026-04-30\|59.32\|20.01\|50.91\|59.32\|50.40\|401628;2026-05-06\|62.19\|4.84\|63.01\|64.80\|60.80\|407654;2026-05-07\|66.69\|7.24\|62.19\|68.00\|60.19\|334992;2026-05-08\|66.55\|-0.21\|64.50\|68.86\|64.50\|263686;2026-05-11\|66.45\|-0.15\|66.80\|67.82\|62.50\|307076;2026-05-12\|65.35\|-1.66\|66.45\|66.86\|64.37\|184206;2026-05-13\|66.58\|1.88\|65.40\|67.48\|64.10\|224064;2026-05-14\|64.81\|-2.66\|66.00\|68.78\|64.76\|203363;2026-05-15\|63.18\|-2.52\|64.81\|66.30\|62.26\|200812;2026-05-18\|68.90\|9.05\|64.44\|71.33\|64.10\|297527;2026-05-19\|67.70\|-1.74\|68.80\|69.68\|64.78\|254631;2026-05-20\|67.83\|0.19\|68.84\|73.95\|67.37\|315064;2026-05-21\|63.77\|-5.99\|67.81\|68.90\|63.00\|309413;2026-05-22\|66.22\|3.84\|64.98\|67.18\|62.69\|217536;2026-05-25\|68.39\|3.28\|67.00\|69.27\|65.00\|243854;2026-05-26\|68.60\|0.31\|69.62\|70.78\|66.66\|311813;2026-05-27\|64.96\|-5.31\|68.30\|69.18\|64.01\|236181;2026-05-28\|64.93\|-0.05\|65.00\|66.12\|62.93\|189257;2026-05-29\|61.43\|-5.39\|64.91\|67.88\|60.84\|249031;2026-06-01\|55.63\|-9.44\|61.23\|62.00\|55.51\|243896;2026-06-02\|54.80\|-1.49\|56.54\|57.45\|54.71\|168714;2026-06-03\|55.39\|1.08\|55.71\|57.70\|54.50\|218140;2026-06-04\|55.02\|-0.67\|54.36\|55.96\|53.83\|157287;2026-06-05\|57.40\|4.33\|55.36\|59.23\|53.60\|293715;2026-06-08\|60.74\|5.82\|55.02\|61.99\|54.68\|381592;2026-06-09\|61.36\|1.02\|60.50\|62.88\|56.89\|344363;2026-06-10\|57.73\|-5.92\|59.89\|61.70\|56.99\|257430;2026-06-11\|56.50\|-2.13\|56.38\|57.53\|55.00\|180633;2026-06-12\|56.70\|0.35\|57.57\|60.93\|56.58\|231491;2026-06-15\|59.10\|4.23\|57.30\|59.99\|57.00\|154410;2026-06-16\|60.02\|1.56\|59.23\|61.19\|58.87\|183806;2026-06-17\|60.55\|0.88\|58.99\|61.00\|58.10\|180251;2026-06-18\|69.09\|14.10\|61.51\|69.58\|61.16\|341200;2026-06-22\|68.21\|-1.27\|69.09\|69.88\|65.11\|304409;2026-06-23\|65.34\|-4.21\|67.47\|67.50\|64.40\|188513;2026-06-24\|66.28\|1.44\|65.18\|66.88\|63.23\|187428;2026-06-25\|65.00\|-1.93\|65.70\|68.17\|63.70\|222030;2026-06-26\|65.88\|1.35\|64.00\|68.12\|62.57\|239463;2026-06-29\|60.50\|-8.17\|65.55\|67.96\|58.20\|260191;2026-06-30\|66.20\|9.42\|61.26\|66.55\|60.00\|238218;2026-07-01\|67.16\|1.45\|66.00\|69.12\|65.01\|233152;2026-07-02\|65.50\|-2.47\|65.16\|69.12\|62.58\|212145;2026-07-03\|71.41\|9.02\|66.22\|73.98\|66.22\|363029;2026-07-06\|61.70\|-13.60\|71.00\|71.00\|61.61\|347980;2026-07-07\|58.49\|-5.20\|62.21\|63.88\|57.50\|215039;2026-07-08\|54.30\|-7.16\|58.70\|59.50\|53.80\|185968;2026-07-09\|56.05\|3.22\|54.80\|56.30\|52.88\|156042;2026-07-10\|54.58\|-2.48\|56.10\|59.63\|54.58\|17047483
115689		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、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； 2、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	2026-03-03\|103.50\|-8.50\|112.44\|112.50\|102.30\|113923;2026-03-04\|102.23\|-1.23\|101.01\|105.20\|100.50\|68361;2026-03-05\|103.17\|0.92\|104.66\|105.00\|101.68\|64671;2026-03-06\|102.15\|-0.99\|102.00\|105.89\|102.00\|54845;2026-03-09\|98.33\|-3.74\|99.40\|99.40\|94.48\|96646;2026-03-10\|103.00\|4.75\|101.89\|103.10\|100.30\|63611;2026-03-11\|100.23\|-2.69\|102.37\|103.31\|100.05\|55368;2026-03-12\|99.10\|-1.13\|100.25\|102.40\|97.88\|55205;2026-03-13\|95.82\|-3.31\|98.03\|98.87\|95.52\|48971;2026-03-16\|95.46\|-0.38\|95.69\|95.89\|93.18\|47912;2026-03-17\|91.58\|-4.06\|96.78\|97.20\|91.36\|53260;2026-03-18\|94.69\|3.40\|92.34\|95.20\|92.24\|62539;2026-03-19\|93.88\|-0.86\|93.27\|96.49\|92.50\|50497;2026-03-20\|91.05\|-3.01\|94.56\|94.90\|91.05\|46709;2026-03-23\|85.15\|-6.48\|88.90\|91.81\|84.42\|73405;2026-03-24\|86.65\|1.76\|87.55\|87.70\|84.11\|56738;2026-03-25\|88.92\|2.62\|87.54\|91.60\|87.38\|51234;2026-03-26\|87.95\|-1.09\|90.86\|91.00\|86.74\|54632;2026-03-27\|90.49\|2.89\|85.90\|91.13\|85.90\|63483;2026-03-30\|92.42\|2.13\|88.90\|93.26\|88.56\|68994;2026-03-31\|92.39\|-0.03\|93.06\|95.87\|92.39\|79255;2026-04-01\|92.30\|-0.10\|94.10\|94.20\|91.08\|52291;2026-04-02\|90.39\|-2.07\|92.30\|93.28\|89.11\|46800;2026-04-03\|89.48\|-1.01\|90.87\|92.26\|88.90\|42455;2026-04-07\|88.80\|-0.76\|90.50\|91.60\|88.52\|38962;2026-04-08\|95.20\|7.21\|91.09\|95.31\|90.99\|81512;2026-04-09\|92.88\|-2.44\|94.00\|95.47\|92.41\|57929;2026-04-10\|92.13\|-0.81\|93.94\|95.33\|91.86\|62058;2026-04-13\|90.82\|-1.42\|89.82\|92.27\|89.07\|62710;2026-04-14\|96.32\|6.06\|91.90\|96.32\|90.75\|99865;2026-04-15\|95.60\|-0.75\|97.90\|100.18\|95.20\|91491;2026-04-16\|95.78\|0.19\|95.60\|96.89\|94.62\|62824;2026-04-17\|96.32\|0.56\|95.48\|96.88\|94.50\|65374;2026-04-20\|89.38\|-7.21\|89.99\|92.48\|83.70\|260555;2026-04-21\|86.61\|-3.10\|89.49\|89.80\|85.60\|159264;2026-04-22\|88.50\|2.18\|86.09\|88.52\|85.66\|98200;2026-04-23\|85.03\|-3.92\|87.94\|87.98\|84.20\|113731;2026-04-24\|82.42\|-3.07\|85.50\|85.50\|81.55\|85626;2026-04-27\|85.40\|3.62\|82.42\|86.78\|81.65\|81236;2026-04-28\|83.60\|-2.11\|84.55\|86.14\|82.91\|68819;2026-04-29\|83.67\|0.08\|83.00\|85.25\|82.12\|73730;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\|36163511
115688		高速铜缆连接+人形机器人线缆+可控核聚变行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年3月17日互动易，当前AI智算行业呈现光铜并举、协同发展的趋势，公司立足核心铜缆技术优势，针对智算场景下的高速铜缆连接领域已开展专项技术研究。 2、据2026年4月17日年报，公司正布局人形机器人用线缆，研发的高柔性极细电缆可实现1000万次以上耐弯折，旨在填补国内空白并满足特斯拉、华为等企业产品落地需求。 3、据2026年4月17日年报，公司是唯一中标“法国国际热核聚变实验堆ITER计划”电缆项目的中国企业，并加入国内核聚变产业联盟，是联盟中唯一覆盖电缆与电气贯穿件的会员单位。 4、据2026年4月27日公告，公司2026年一季度实现营收10.90亿元，同比增长44.28%。	公司从2013年投入研发工业机器人线缆，已有十余年的研发经验，已经掌握多项技术专利，并配套多家国内机器人企业	2026-03-03\|37.26\|-4.04\|38.67\|38.94\|37.18\|16229;2026-03-04\|37.16\|-0.27\|36.95\|37.72\|36.88\|6897;2026-03-05\|37.88\|1.94\|37.70\|38.28\|37.35\|9623;2026-03-06\|38.55\|1.77\|38.88\|39.44\|38.22\|15474;2026-03-09\|39.86\|3.40\|37.53\|39.92\|37.10\|28976;2026-03-10\|39.72\|-0.35\|39.47\|40.10\|39.23\|14832;2026-03-11\|39.69\|-0.08\|40.16\|40.16\|39.38\|10966;2026-03-12\|38.84\|-2.14\|39.52\|39.74\|38.66\|8394;2026-03-13\|38.76\|-0.21\|38.82\|39.29\|38.20\|6568;2026-03-16\|38.06\|-1.81\|38.88\|38.93\|38.01\|7968;2026-03-17\|37.65\|-1.08\|38.12\|38.32\|37.60\|9237;2026-03-18\|38.12\|1.25\|37.62\|38.25\|37.60\|6175;2026-03-19\|37.18\|-2.47\|37.79\|38.02\|36.95\|6166;2026-03-20\|35.72\|-3.93\|37.20\|37.62\|35.66\|10394;2026-03-23\|35.34\|-1.06\|35.47\|35.93\|34.35\|14022;2026-03-24\|35.85\|1.44\|35.43\|35.93\|33.81\|17702;2026-03-25\|36.19\|0.95\|35.97\|36.73\|35.87\|14230;2026-03-26\|36.43\|0.66\|36.01\|37.37\|36.01\|12042;2026-03-27\|36.31\|-0.33\|35.67\|36.63\|35.67\|8737;2026-03-30\|38.01\|4.68\|36.24\|38.10\|36.02\|17583;2026-03-31\|40.37\|6.21\|38.20\|40.37\|37.83\|43058;2026-04-01\|40.38\|0.02\|40.39\|40.50\|38.90\|46690;2026-04-02\|40.25\|-0.32\|40.41\|40.98\|39.59\|33363;2026-04-03\|39.92\|-0.82\|41.06\|41.09\|39.24\|15639;2026-04-07\|40.30\|0.95\|39.90\|40.39\|39.14\|22579;2026-04-08\|42.39\|5.19\|40.50\|42.58\|39.75\|61057;2026-04-09\|43.38\|2.34\|41.79\|43.50\|41.51\|58080;2026-04-10\|47.40\|9.27\|43.38\|47.49\|43.12\|65557;2026-04-13\|50.64\|6.84\|49.11\|50.89\|47.29\|89557;2026-04-14\|56.05\|10.68\|51.40\|56.27\|50.60\|67869;2026-04-15\|56.27\|0.39\|57.05\|57.50\|52.34\|100797;2026-04-16\|54.60\|-2.97\|56.00\|56.95\|54.26\|89985;2026-04-17\|56.53\|3.53\|54.30\|57.55\|52.00\|80473;2026-04-20\|62.90\|11.27\|58.00\|63.66\|56.10\|83163;2026-04-21\|61.40\|-2.38\|62.83\|63.21\|59.18\|78646;2026-04-22\|65.72\|7.04\|60.81\|66.50\|59.31\|67379;2026-04-23\|63.46\|-3.44\|65.74\|66.01\|61.77\|68808;2026-04-24\|61.99\|-2.32\|63.77\|64.00\|61.70\|37066;2026-04-27\|61.72\|-0.44\|61.01\|62.97\|60.00\|40794;2026-04-28\|60.92\|-1.30\|61.70\|61.95\|59.47\|47493;2026-04-29\|61.40\|0.79\|60.32\|62.66\|59.38\|60591;2026-04-30\|66.65\|8.55\|60.29\|67.30\|60.29\|75820;2026-05-06\|63.75\|-4.35\|65.35\|66.50\|62.85\|55480;2026-05-07\|64.01\|0.41\|63.66\|64.89\|62.70\|46095;2026-05-08\|63.53\|-0.75\|64.01\|65.00\|62.76\|48355;2026-05-11\|63.78\|0.39\|64.00\|64.80\|62.88\|52434;2026-05-12\|51.02\|-20.01\|64.23\|65.03\|51.02\|76664;2026-05-13\|44.97\|-11.86\|45.12\|46.00\|42.35\|187051;2026-05-14\|42.80\|-4.83\|42.77\|44.44\|42.50\|114224;2026-05-15\|43.94\|2.66\|43.26\|44.48\|42.85\|79569;2026-05-18\|43.44\|-1.14\|43.30\|44.09\|41.66\|49631;2026-05-19\|31.11\|0.71\|30.95\|31.68\|30.81\|70081;2026-05-20\|30.04\|-3.44\|31.06\|31.18\|29.28\|87510;2026-05-21\|28.55\|-4.96\|29.85\|30.17\|28.44\|85164;2026-05-22\|29.05\|1.75\|28.55\|29.20\|28.50\|50553;2026-05-25\|28.53\|-1.79\|29.05\|29.29\|27.95\|50353;2026-05-26\|28.32\|-0.74\|28.51\|28.71\|27.43\|61296;2026-05-27\|29.56\|4.38\|28.20\|30.36\|27.88\|84545;2026-05-28\|32.26\|9.13\|29.63\|32.49\|29.63\|128362;2026-05-29\|33.64\|4.28\|32.20\|34.94\|31.31\|145868;2026-06-01\|32.74\|-2.68\|33.62\|34.25\|32.46\|90497;2026-06-02\|33.77\|3.15\|32.42\|34.37\|32.41\|77088;2026-06-03\|33.35\|-1.24\|33.51\|34.65\|32.70\|84809;2026-06-04\|33.42\|0.21\|32.82\|33.80\|32.51\|53114;2026-06-05\|33.33\|-0.27\|33.39\|33.90\|32.23\|57778;2026-06-08\|32.16\|-3.51\|32.30\|34.30\|32.06\|53197;2026-06-09\|31.80\|-1.12\|32.45\|32.54\|30.94\|62391;2026-06-10\|30.83\|-3.05\|31.30\|32.50\|30.63\|43547;2026-06-11\|30.96\|0.42\|30.83\|31.18\|29.97\|36564;2026-06-12\|30.45\|-1.65\|31.33\|31.57\|30.30\|32843;2026-06-15\|31.09\|2.10\|30.80\|32.06\|30.80\|36783;2026-06-16\|37.02\|19.07\|31.10\|37.31\|30.62\|199728;2026-06-17\|38.96\|5.24\|36.60\|39.99\|36.00\|188975;2026-06-18\|46.75\|19.99\|39.00\|46.75\|38.98\|223205;2026-06-22\|45.10\|-3.53\|48.45\|49.98\|44.59\|186869;2026-06-23\|44.88\|-0.49\|45.71\|45.98\|43.80\|106290;2026-06-24\|53.86\|20.01\|46.92\|53.86\|45.94\|171235;2026-06-25\|55.70\|3.42\|57.16\|57.90\|53.90\|227025;2026-06-26\|54.70\|-1.80\|55.70\|56.99\|53.41\|134374;2026-06-29\|58.01\|6.05\|54.70\|58.66\|52.00\|147356;2026-06-30\|55.24\|-4.78\|58.01\|61.66\|51.25\|172708;2026-07-01\|53.01\|-4.04\|54.64\|55.50\|52.50\|122464;2026-07-02\|53.90\|1.68\|51.71\|56.46\|50.93\|106818;2026-07-03\|53.25\|-1.21\|54.99\|56.00\|53.03\|61047;2026-07-06\|51.59\|-3.12\|53.74\|54.79\|51.10\|66501;2026-07-07\|50.98\|-1.18\|50.71\|52.99\|50.32\|59430;2026-07-08\|51.90\|1.80\|50.55\|52.10\|48.20\|62053;2026-07-09\|52.62\|1.39\|51.50\|53.43\|50.50\|63069;2026-07-10\|58.64\|11.44\|54.01\|60.78\|52.20\|139701
115687		涨停揭秘：作为全国人形机器人标准工作组成员单位，深度参与国标行标制定，直接受益于Optimus量产进程与国内产业化政策加速；涨停缘由：标准话语权带来技术外溢与客户导入优势；工业机器人本体及系统集成业务已进入头部车企与3C产线；资金逻辑：资金押注标准制定权带来的长期产业卡位价值，叠加机器人板块整体高换手与机构调仓窗口期；风险提示：标准制定收益难以量化，短期业绩无直接体现，需警惕主题退潮后估值回调压力	公司是全国机器人标准化技术委员会人形机器人标准工作组（SAC/TC591/WG2）成员单位，参与制订人形机器人及其应用领域相关的国家标准及行业标准	2026-03-03\|37.90\|-4.68\|39.60\|40.08\|37.75\|32265;2026-03-04\|37.70\|-0.53\|37.39\|38.08\|37.30\|15941;2026-03-05\|38.39\|1.83\|39.59\|39.87\|38.23\|31840;2026-03-06\|39.87\|3.86\|38.76\|39.95\|38.59\|30227;2026-03-09\|38.46\|-3.54\|39.00\|39.32\|38.00\|28109;2026-03-10\|39.52\|2.76\|38.80\|39.75\|38.66\|20028;2026-03-11\|39.24\|-0.71\|39.53\|40.03\|39.14\|18583;2026-03-12\|38.32\|-2.34\|39.43\|39.64\|38.22\|18330;2026-03-13\|37.49\|-2.17\|38.22\|38.38\|37.37\|16711;2026-03-16\|37.91\|1.12\|37.98\|37.98\|37.12\|12636;2026-03-17\|36.82\|-2.88\|37.63\|37.88\|36.81\|12242;2026-03-18\|37.11\|0.79\|36.91\|37.19\|36.45\|8324;2026-03-19\|36.01\|-2.96\|36.88\|36.88\|35.91\|11397;2026-03-20\|35.18\|-2.30\|36.08\|36.40\|35.18\|10450;2026-03-23\|33.20\|-5.63\|34.78\|34.78\|32.76\|15818;2026-03-24\|33.74\|1.63\|33.90\|33.94\|33.03\|8439;2026-03-25\|34.29\|1.63\|33.99\|34.44\|33.85\|7654;2026-03-26\|33.70\|-1.72\|34.23\|34.60\|33.59\|8479;2026-03-27\|34.15\|1.34\|33.37\|34.24\|33.37\|7666;2026-03-30\|34.28\|0.38\|33.80\|34.28\|33.60\|6769;2026-03-31\|34.14\|-0.41\|34.23\|34.70\|34.02\|7001;2026-04-01\|35.05\|2.67\|34.56\|35.48\|34.56\|11678;2026-04-02\|35.61\|1.60\|35.68\|36.17\|35.29\|18030;2026-04-03\|34.87\|-2.08\|35.50\|35.82\|34.81\|7320;2026-04-07\|35.07\|0.57\|34.85\|35.34\|34.65\|6401;2026-04-08\|35.89\|2.34\|35.62\|36.00\|35.61\|10805;2026-04-09\|35.72\|-0.47\|35.65\|35.77\|35.48\|7131;2026-04-10\|36.11\|1.09\|36.00\|36.87\|35.78\|9152;2026-04-13\|38.14\|5.62\|35.82\|39.10\|35.82\|36622;2026-04-14\|37.28\|-2.25\|37.58\|37.89\|36.73\|28225;2026-04-15\|36.67\|-1.64\|37.36\|37.36\|36.66\|13436;2026-04-16\|36.94\|0.74\|36.92\|37.06\|36.68\|7472;2026-04-17\|37.46\|1.41\|37.00\|37.59\|36.93\|12583;2026-04-20\|37.10\|-0.96\|37.40\|37.60\|36.88\|13237;2026-04-21\|37.22\|0.32\|36.98\|37.30\|36.80\|10418;2026-04-22\|37.09\|-0.35\|37.29\|37.29\|36.90\|7084;2026-04-23\|36.50\|-1.59\|36.93\|37.09\|36.34\|10651;2026-04-24\|36.42\|-0.22\|36.67\|36.72\|36.25\|8389;2026-04-27\|36.92\|1.37\|36.33\|36.95\|36.11\|8637;2026-04-28\|34.16\|-7.48\|35.00\|35.39\|33.85\|26589;2026-04-29\|33.96\|-0.59\|34.16\|34.16\|33.55\|12899;2026-04-30\|33.96\|0.00\|33.82\|34.04\|33.75\|8101;2026-05-06\|34.17\|0.62\|33.96\|34.65\|33.93\|11961;2026-05-07\|34.80\|1.84\|34.20\|35.29\|34.07\|14764;2026-05-08\|35.70\|2.59\|34.75\|36.04\|34.36\|18771;2026-05-11\|35.75\|0.14\|35.71\|36.92\|35.35\|17882;2026-05-12\|34.98\|-2.15\|35.85\|35.90\|34.85\|10977;2026-05-13\|34.95\|-0.09\|34.50\|35.08\|34.50\|7713;2026-05-14\|38.45\|10.01\|35.80\|38.45\|34.90\|48553;2026-05-15\|42.30\|10.01\|39.01\|42.30\|39.00\|128289;2026-05-18\|46.53\|10.00\|46.53\|46.53\|42.46\|211189;2026-05-19\|51.18\|9.99\|51.18\|51.18\|51.17\|51618;2026-05-20\|46.06\|-10.00\|46.06\|51.30\|46.06\|228275;2026-05-21\|42.80\|-7.08\|44.00\|45.87\|41.66\|195547;2026-05-22\|42.73\|-0.16\|41.70\|44.90\|39.66\|164872;2026-05-25\|40.88\|-4.33\|41.60\|42.45\|40.01\|122104;2026-05-26\|41.98\|2.69\|40.89\|42.71\|40.56\|117761;2026-05-27\|37.99\|-9.50\|39.90\|40.67\|37.78\|111357;2026-05-28\|38.05\|0.16\|37.35\|38.37\|36.23\|61427;2026-05-29\|35.66\|-6.28\|38.05\|38.09\|35.08\|72819;2026-06-01\|35.28\|-1.07\|35.17\|36.16\|35.00\|44639;2026-06-02\|34.89\|-1.11\|35.33\|35.96\|34.43\|41962;2026-06-03\|34.91\|0.06\|34.58\|35.57\|34.40\|38992;2026-06-04\|37.23\|6.65\|34.60\|37.37\|34.50\|79413;2026-06-05\|37.59\|0.97\|36.86\|39.00\|35.56\|79608;2026-06-08\|35.92\|-4.44\|36.01\|37.27\|35.83\|44864;2026-06-09\|36.21\|0.81\|35.92\|36.62\|35.31\|44594;2026-06-10\|33.67\|-7.01\|35.91\|35.91\|33.27\|47524;2026-06-11\|32.40\|-3.77\|32.80\|33.40\|32.12\|37543;2026-06-12\|32.81\|1.27\|32.71\|33.78\|32.61\|31496;2026-06-15\|34.00\|3.63\|32.80\|34.09\|32.78\|30556;2026-06-16\|35.51\|4.44\|34.25\|35.65\|33.43\|40988;2026-06-17\|37.30\|5.04\|35.00\|38.66\|34.81\|70710;2026-06-18\|41.03\|10.00\|36.93\|41.03\|36.76\|106691;2026-06-22\|45.13\|9.99\|42.92\|45.13\|42.92\|60140;2026-06-23\|47.00\|4.14\|43.82\|49.64\|43.39\|165290;2026-06-24\|46.95\|-0.11\|46.90\|48.74\|44.80\|102144;2026-06-25\|45.00\|-4.15\|46.95\|47.88\|43.48\|93856;2026-06-26\|42.90\|-3.40\|45.16\|48.85\|42.50\|133790;2026-06-29\|42.41\|-1.14\|43.54\|44.67\|41.00\|92936;2026-06-30\|42.04\|-0.87\|42.41\|43.50\|41.08\|60988;2026-07-01\|42.04\|0.00\|42.50\|43.09\|41.55\|64235;2026-07-02\|41.10\|-2.24\|41.00\|43.19\|41.00\|55595;2026-07-03\|39.80\|-3.16\|41.41\|41.98\|39.74\|58016;2026-07-06\|39.00\|-2.01\|39.89\|40.98\|37.54\|62326;2026-07-07\|38.00\|-2.56\|39.00\|39.90\|37.63\|39317;2026-07-08\|36.48\|-4.00\|37.91\|37.99\|35.37\|47324;2026-07-09\|37.82\|3.67\|37.80\|37.99\|35.70\|43305;2026-07-10\|37.45\|-0.98\|37.82\|38.75\|37.00\|43720
115686		AI算力供电+人形机器人+电梯+上海国资行业原因：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6月13日微信公众号发布，公司参股企业上海马拉松·革新电气有限公司携多款聚焦AI算力场景供电保障的核心产品亮相，展示了其在高端发电装备领域的技术积淀与创新实力。 2、据2025年7月28日官微，公司与德昌汽车电气合资设立动界智控上海科技有限公司，首次展示人形机器人及具身智能关键硬件模组产品和系统集成解决方案。 3、据2026年3月21日年报，公司业务涉及电梯制造等领域，拥有“上海三菱”著名电梯品牌；公司最终控制人为上海市国有资产监督管理委员会。	公司与合作伙伴日本纳博特斯克开展工业机器人核心部件-精密减速器业务的合作	2026-03-03\|24.64\|-6.38\|26.31\|26.49\|24.47\|193217;2026-03-04\|23.93\|-2.88\|24.55\|24.55\|23.60\|142148;2026-03-05\|25.34\|5.89\|24.38\|26.20\|24.35\|195267;2026-03-06\|25.14\|-0.79\|25.21\|25.88\|25.07\|87568;2026-03-09\|24.62\|-2.07\|24.69\|24.75\|24.11\|91347;2026-03-10\|24.89\|1.10\|24.80\|25.09\|24.70\|65009;2026-03-11\|24.83\|-0.24\|24.89\|25.22\|24.74\|60044;2026-03-12\|24.52\|-1.25\|24.75\|24.89\|24.35\|53686;2026-03-13\|24.58\|0.24\|24.38\|24.95\|24.36\|59148;2026-03-16\|24.22\|-1.46\|24.60\|24.65\|24.06\|62743;2026-03-17\|23.91\|-1.28\|24.34\|24.46\|23.91\|57680;2026-03-18\|23.80\|-0.46\|24.02\|24.11\|23.53\|71077;2026-03-19\|23.11\|-2.90\|23.57\|23.57\|23.02\|70254;2026-03-20\|22.59\|-2.25\|23.44\|23.44\|22.56\|76994;2026-03-23\|20.82\|-7.84\|22.05\|22.35\|20.62\|150967;2026-03-24\|21.26\|2.11\|21.20\|21.34\|20.70\|86920;2026-03-25\|22.21\|4.47\|21.39\|22.48\|21.39\|102145;2026-03-26\|21.52\|-3.11\|22.21\|22.30\|21.46\|58755;2026-03-27\|21.67\|0.70\|21.21\|21.78\|21.08\|60943;2026-03-30\|21.93\|1.20\|21.34\|22.08\|21.12\|76217;2026-03-31\|21.89\|-0.18\|21.88\|22.44\|21.85\|66237;2026-04-01\|22.23\|1.55\|22.28\|22.49\|22.01\|47533;2026-04-02\|21.85\|-1.71\|22.03\|22.20\|21.72\|44761;2026-04-03\|21.45\|-1.83\|21.85\|21.93\|21.38\|34224;2026-04-07\|21.26\|-0.89\|21.59\|21.65\|21.01\|40584;2026-04-08\|22.16\|4.23\|21.80\|22.20\|21.77\|75596;2026-04-09\|22.05\|-0.50\|21.95\|22.49\|21.85\|73679;2026-04-10\|22.50\|2.04\|22.44\|23.26\|22.28\|109487;2026-04-13\|23.12\|2.76\|22.31\|23.93\|22.21\|157890;2026-04-14\|22.98\|-0.61\|23.35\|23.36\|22.80\|99782;2026-04-15\|22.63\|-1.52\|23.01\|23.10\|22.54\|76796;2026-04-16\|22.87\|1.06\|22.65\|23.07\|22.48\|72790;2026-04-17\|22.88\|0.04\|22.87\|23.05\|22.59\|67184;2026-04-20\|22.65\|-1.01\|22.88\|22.97\|22.48\|85816;2026-04-21\|22.75\|0.44\|22.55\|23.18\|22.48\|83001;2026-04-22\|22.96\|0.92\|22.75\|23.10\|22.40\|113139;2026-04-23\|23.67\|3.09\|22.96\|24.68\|22.88\|221228;2026-04-24\|23.46\|-0.89\|23.51\|23.88\|23.32\|98953;2026-04-27\|23.52\|0.26\|23.47\|23.96\|23.43\|90405;2026-04-28\|23.52\|0.00\|23.48\|23.85\|22.85\|111043;2026-04-29\|23.84\|1.36\|23.29\|23.93\|23.24\|82887;2026-04-30\|24.15\|1.30\|23.71\|24.39\|23.66\|86092;2026-05-06\|24.33\|0.75\|24.16\|24.64\|24.09\|114662;2026-05-07\|24.99\|2.71\|24.47\|25.16\|24.34\|120077;2026-05-08\|24.82\|-0.68\|25.00\|25.00\|24.65\|91300;2026-05-11\|24.65\|-0.68\|24.70\|25.04\|24.55\|123578;2026-05-12\|24.05\|-2.43\|24.52\|24.72\|24.01\|103667;2026-05-13\|23.88\|-0.71\|23.79\|24.22\|23.70\|81037;2026-05-14\|22.91\|-4.06\|24.12\|24.13\|22.91\|98337;2026-05-15\|23.78\|3.80\|22.93\|24.58\|22.90\|173282;2026-05-18\|23.63\|-0.63\|23.70\|24.37\|23.42\|89981;2026-05-19\|25.99\|9.99\|23.60\|25.99\|23.02\|288482;2026-05-20\|26.34\|1.35\|25.35\|26.90\|25.08\|341285;2026-05-21\|25.68\|-2.51\|26.02\|26.67\|25.48\|206544;2026-05-22\|26.00\|1.25\|25.67\|26.06\|25.31\|148450;2026-05-25\|25.08\|-3.54\|25.71\|25.81\|24.90\|143254;2026-05-26\|24.67\|-1.63\|24.90\|25.36\|24.47\|112616;2026-05-27\|23.35\|-5.35\|24.45\|24.45\|23.06\|136301;2026-05-28\|22.92\|-1.84\|23.03\|23.35\|22.50\|95916;2026-05-29\|21.91\|-4.41\|23.16\|23.26\|21.84\|110756;2026-06-01\|21.99\|0.37\|21.97\|22.35\|21.86\|62456;2026-06-02\|22.22\|1.05\|22.00\|22.38\|21.26\|85948;2026-06-03\|21.69\|-2.39\|22.05\|22.28\|21.66\|63095;2026-06-04\|21.85\|0.74\|21.60\|22.14\|21.40\|79956;2026-06-05\|21.99\|0.64\|21.78\|22.50\|21.18\|95310;2026-06-08\|21.35\|-2.91\|21.49\|21.90\|21.21\|79109;2026-06-09\|21.25\|-0.47\|21.49\|21.53\|20.93\|66226;2026-06-10\|20.20\|-4.94\|21.15\|21.20\|19.91\|90374;2026-06-11\|19.80\|-1.98\|20.01\|20.21\|19.59\|63570;2026-06-12\|20.17\|1.87\|19.92\|20.54\|19.88\|54881;2026-06-15\|20.58\|2.03\|20.32\|20.93\|20.23\|50465;2026-06-16\|20.46\|-0.58\|20.66\|20.74\|20.26\|48727;2026-06-17\|20.36\|-0.49\|20.45\|20.77\|20.25\|46372;2026-06-18\|22.40\|10.02\|20.29\|22.40\|20.23\|148472;2026-06-22\|22.46\|0.27\|23.04\|23.41\|22.00\|192673;2026-06-23\|21.21\|-5.57\|22.35\|22.35\|21.14\|117734;2026-06-24\|20.98\|-1.08\|21.41\|21.44\|20.90\|69534;2026-06-25\|20.51\|-2.24\|20.99\|21.25\|20.31\|79725;2026-06-26\|20.85\|1.66\|20.50\|21.55\|20.01\|95903;2026-06-29\|20.18\|-3.21\|20.52\|20.52\|19.80\|76320;2026-06-30\|20.60\|2.08\|20.17\|21.09\|20.04\|70903;2026-07-01\|21.00\|1.94\|20.65\|21.30\|20.51\|76183;2026-07-02\|20.74\|-0.48\|20.73\|21.33\|20.60\|59235;2026-07-03\|21.83\|5.26\|20.74\|22.22\|20.73\|123957;2026-07-06\|21.66\|-0.78\|21.50\|22.30\|21.30\|80885;2026-07-07\|20.90\|-3.51\|21.51\|21.93\|20.88\|65214;2026-07-08\|21.04\|0.67\|20.79\|21.29\|20.38\|53733;2026-07-09\|21.61\|2.71\|20.83\|21.61\|20.70\|81161;2026-07-10\|21.48\|-0.60\|21.67\|21.96\|21.23\|75556
115685		分红派息+人形机器人+新能源车零部件行业原因：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6月18日公告，公司披露2025年年度权益分派实施公告，拟10派2.6元含税，股权登记日为2026年6月24日。 2、据2025年11月8日投资者关系记录表，公司与埃夫特战略合作并已开发人形机器人样件；据2026年4月30日年报，公司发展战略明确将围绕飞行汽车、人形机器人等领域进行收购与兼并。 3、据2025年11月8日投资者关系记录表，公司车身冲压件和电池箱壳体处于行业第一梯队，压铸业务涉及汽车一体化压铸件；据2025年8月29日半年报，公司新能源零部件业务直接或间接配套理想汽车、小米汽车、华为鸿蒙智行等主流新能源车企；据2026年6月2日机构调研，2025年度新能源汽车零部件业务实现收入19.55亿元，占主营业务收入42.21%。	公司此前与埃夫特在工业/人形机器人制造研发生产、轻量化材料产品开发及汽车零部件行业应用等领域达成全面战略合作	2026-03-03\|49.89\|1.65\|48.89\|50.37\|48.01\|50025;2026-03-04\|49.30\|-1.18\|49.89\|50.49\|48.60\|55659;2026-03-05\|49.45\|0.30\|49.33\|50.02\|48.89\|39719;2026-03-06\|49.55\|0.20\|49.00\|49.96\|48.70\|61964;2026-03-09\|49.45\|-0.20\|49.26\|50.19\|46.95\|97263;2026-03-10\|50.70\|2.53\|49.50\|51.08\|49.34\|85954;2026-03-11\|49.75\|-1.87\|50.69\|50.69\|49.22\|61441;2026-03-12\|49.30\|-0.90\|49.70\|50.16\|48.34\|58603;2026-03-13\|48.50\|-1.62\|49.30\|49.30\|47.09\|53409;2026-03-16\|48.09\|-0.85\|47.78\|48.15\|46.67\|49931;2026-03-17\|45.35\|-5.70\|47.72\|47.72\|43.28\|142584;2026-03-18\|46.20\|1.87\|44.90\|46.30\|41.04\|103733;2026-03-19\|45.82\|-0.82\|45.60\|46.97\|45.20\|55625;2026-03-20\|44.78\|-2.27\|45.82\|46.24\|44.56\|50693;2026-03-23\|40.30\|-10.00\|44.30\|44.37\|40.30\|65589;2026-03-24\|36.27\|-10.00\|38.70\|40.19\|36.27\|125107;2026-03-25\|32.64\|-10.01\|32.64\|32.64\|32.64\|56898;2026-03-26\|29.39\|-9.96\|30.50\|30.99\|29.38\|464310;2026-03-27\|30.30\|3.10\|27.81\|30.44\|27.30\|522259;2026-03-30\|33.33\|10.00\|30.29\|33.33\|30.28\|436981;2026-03-31\|34.50\|3.51\|33.85\|35.98\|33.43\|357543;2026-04-01\|36.01\|4.38\|34.50\|37.80\|33.95\|330999;2026-04-02\|35.92\|-0.25\|36.10\|36.58\|35.01\|159061;2026-04-03\|35.41\|-1.42\|36.00\|36.61\|33.56\|241229;2026-04-07\|33.71\|-4.80\|35.41\|35.77\|33.71\|144385;2026-04-08\|34.80\|3.23\|33.37\|35.18\|31.70\|177085;2026-04-09\|34.77\|-0.09\|34.65\|35.17\|33.65\|131665;2026-04-10\|34.38\|-1.12\|35.17\|35.39\|34.28\|117934;2026-04-13\|33.32\|-3.08\|34.07\|34.15\|33.17\|105861;2026-04-14\|33.19\|-0.39\|32.59\|34.23\|32.59\|122921;2026-04-15\|32.61\|-1.75\|33.29\|33.50\|32.50\|107170;2026-04-16\|34.48\|5.73\|33.27\|35.32\|33.27\|179009;2026-04-17\|35.37\|2.58\|34.48\|35.63\|34.12\|128963;2026-04-20\|37.16\|5.06\|35.41\|38.50\|35.41\|181138;2026-04-21\|36.48\|-1.83\|36.95\|37.30\|36.20\|98428;2026-04-22\|36.70\|0.60\|36.27\|36.80\|35.82\|73019;2026-04-23\|36.34\|-0.98\|36.60\|37.60\|36.21\|74143;2026-04-24\|35.42\|-2.53\|36.16\|36.26\|35.01\|69941;2026-04-27\|33.80\|-4.57\|35.02\|35.67\|33.78\|109149;2026-04-28\|32.65\|-3.40\|33.55\|33.55\|32.32\|97158;2026-04-29\|32.56\|-0.28\|32.35\|33.05\|31.56\|150632;2026-04-30\|31.32\|-3.81\|30.91\|32.55\|30.91\|134500;2026-05-06\|32.60\|4.09\|32.00\|33.27\|32.00\|142631;2026-05-07\|33.70\|3.37\|32.61\|34.15\|32.20\|116232;2026-05-08\|34.92\|3.62\|33.58\|35.39\|33.05\|143018;2026-05-11\|34.49\|-1.23\|35.30\|35.72\|34.14\|137519;2026-05-12\|35.70\|3.51\|34.32\|35.97\|33.60\|175106;2026-05-13\|35.78\|0.22\|36.00\|36.72\|35.16\|133679;2026-05-14\|35.45\|-0.92\|35.90\|36.49\|34.75\|125001;2026-05-15\|34.40\|-2.96\|35.40\|35.57\|34.30\|86976;2026-05-18\|37.84\|10.00\|34.35\|37.84\|33.98\|266100;2026-05-19\|37.58\|-0.69\|38.70\|39.10\|36.31\|273813;2026-05-20\|38.29\|1.89\|37.20\|39.00\|36.70\|180887;2026-05-21\|38.66\|0.97\|38.26\|39.80\|37.80\|216954;2026-05-22\|39.10\|1.14\|39.45\|40.18\|38.79\|195770;2026-05-25\|37.59\|-3.86\|39.10\|39.39\|36.51\|181681;2026-05-26\|36.90\|-1.84\|37.58\|37.63\|36.41\|92811;2026-05-27\|36.40\|-1.35\|36.90\|37.86\|35.25\|105970;2026-05-28\|38.94\|6.98\|36.40\|40.04\|36.05\|189538;2026-05-29\|38.99\|0.13\|39.50\|40.17\|38.02\|166287;2026-06-01\|37.60\|-3.56\|38.40\|38.60\|36.67\|126813;2026-06-02\|38.78\|3.14\|37.60\|39.10\|36.75\|107894;2026-06-03\|39.10\|0.83\|38.78\|39.78\|37.91\|126229;2026-06-04\|38.09\|-2.58\|38.88\|39.96\|38.07\|105707;2026-06-05\|38.46\|0.97\|37.80\|38.85\|35.50\|127206;2026-06-08\|37.85\|-1.59\|37.30\|38.29\|37.00\|93085;2026-06-09\|36.55\|-3.43\|38.00\|38.20\|36.50\|86275;2026-06-10\|37.12\|1.56\|35.80\|37.99\|35.42\|89989;2026-06-11\|37.43\|0.84\|37.00\|37.99\|36.50\|84783;2026-06-12\|38.51\|2.89\|37.29\|39.03\|36.51\|118632;2026-06-15\|38.44\|-0.18\|38.89\|39.98\|37.90\|171122;2026-06-16\|37.30\|-2.97\|38.00\|38.58\|37.17\|115322;2026-06-17\|35.82\|-3.97\|37.29\|37.40\|35.80\|99179;2026-06-18\|39.40\|9.99\|36.15\|39.40\|36.15\|291974;2026-06-22\|38.10\|-3.30\|39.65\|39.65\|37.90\|250086;2026-06-23\|39.67\|4.12\|37.96\|41.38\|37.96\|214117;2026-06-24\|39.45\|-0.55\|39.98\|40.39\|38.90\|141686;2026-06-25\|42.01\|7.20\|39.46\|43.08\|39.35\|235469;2026-06-26\|40.96\|-2.50\|41.71\|43.50\|40.93\|141614;2026-06-29\|41.75\|1.93\|41.16\|44.35\|41.12\|172286;2026-06-30\|43.50\|4.19\|41.65\|43.71\|41.06\|149164;2026-07-01\|43.08\|-0.97\|43.49\|44.58\|42.65\|121673;2026-07-02\|42.52\|-1.30\|43.00\|44.66\|41.50\|143235;2026-07-03\|44.04\|3.57\|42.56\|44.79\|42.56\|141962;2026-07-06\|44.23\|0.43\|44.25\|45.88\|42.82\|139198;2026-07-07\|43.98\|-0.57\|44.00\|45.10\|42.85\|167754;2026-07-08\|41.18\|-6.37\|44.00\|44.05\|40.80\|139374;2026-07-09\|42.42\|3.01\|41.18\|42.70\|40.39\|103773;2026-07-10\|41.15\|-2.99\|42.41\|43.37\|41.15\|88803
115684		磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司与苏州能斯达签署战略合作协议，共同研发柔性电子皮肤	2026-03-03\|13.78\|-1.29\|13.96\|14.34\|13.71\|66258;2026-03-04\|13.71\|-0.51\|13.65\|13.81\|13.54\|34273;2026-03-05\|13.75\|0.29\|13.98\|14.01\|13.71\|26297;2026-03-06\|14.10\|2.55\|13.74\|14.15\|13.74\|41328;2026-03-09\|14.19\|0.64\|14.05\|14.20\|13.68\|54890;2026-03-10\|14.58\|2.75\|14.47\|14.74\|14.29\|54916;2026-03-11\|14.59\|0.07\|14.64\|14.65\|14.25\|83705;2026-03-12\|14.13\|-3.15\|14.63\|14.65\|14.06\|51978;2026-03-13\|13.98\|-1.06\|14.06\|14.27\|13.91\|34172;2026-03-16\|14.09\|0.79\|13.94\|14.51\|13.89\|78711;2026-03-17\|13.27\|-5.82\|14.16\|14.34\|13.21\|108816;2026-03-18\|13.42\|1.13\|13.27\|13.54\|13.15\|29593;2026-03-19\|13.13\|-2.16\|13.39\|13.39\|13.06\|26750;2026-03-20\|12.71\|-3.20\|13.18\|13.19\|12.66\|35134;2026-03-23\|11.93\|-6.14\|12.49\|12.55\|11.78\|50393;2026-03-24\|12.33\|3.35\|12.18\|12.33\|11.94\|30078;2026-03-25\|12.47\|1.14\|12.32\|12.55\|12.30\|21327;2026-03-26\|12.25\|-1.76\|12.55\|12.60\|12.15\|18654;2026-03-27\|12.51\|2.12\|12.15\|12.60\|12.07\|26898;2026-03-30\|12.76\|2.00\|12.31\|12.81\|12.20\|29989;2026-03-31\|12.61\|-1.18\|12.85\|12.95\|12.58\|21734;2026-04-01\|12.73\|0.95\|12.84\|12.89\|12.57\|21806;2026-04-02\|12.55\|-1.41\|12.72\|12.78\|12.50\|22061;2026-04-03\|12.29\|-2.07\|12.61\|12.69\|12.15\|23802;2026-04-07\|12.68\|3.17\|12.42\|12.68\|12.12\|22201;2026-04-08\|12.96\|2.21\|12.89\|13.07\|12.79\|25801;2026-04-09\|13.10\|1.08\|12.96\|13.25\|12.73\|28182;2026-04-10\|13.04\|-0.46\|13.11\|13.26\|13.02\|16989;2026-04-13\|13.39\|2.68\|12.95\|13.46\|12.87\|42753;2026-04-14\|13.30\|-0.67\|13.44\|13.49\|13.12\|22938;2026-04-15\|13.30\|0.00\|13.30\|13.38\|13.09\|21808;2026-04-16\|13.40\|0.75\|13.29\|13.64\|13.21\|34848;2026-04-17\|13.68\|2.09\|13.43\|14.30\|13.41\|57265;2026-04-20\|13.90\|1.61\|13.67\|13.94\|13.65\|28940;2026-04-21\|13.91\|0.07\|13.83\|14.07\|13.83\|32069;2026-04-22\|14.06\|1.08\|13.88\|14.14\|13.86\|29256;2026-04-23\|13.82\|-1.71\|14.09\|14.09\|13.74\|26909;2026-04-24\|13.83\|0.07\|13.87\|13.96\|13.74\|24283;2026-04-27\|13.99\|1.16\|13.83\|14.07\|13.80\|33535;2026-04-28\|13.32\|-4.79\|13.85\|13.99\|13.16\|59409;2026-04-29\|13.67\|2.63\|13.51\|13.86\|13.22\|60523;2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658
115683		AI服务器+机器人+海外扩产+EMS 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24日投资者关系活动记录表，公司通讯下游头部服务器客户受AI需求带动订单量显著增加，公司为其提供服务器主板、整机组装等服务，带动通讯设备业务2025年营收同比增长41.14%；据2025年年报，公司通讯类产品是2025年度主营业务收入增长最快的品类。 2、据2025年年报，公司聚焦人形机器人关节电机、车载电控等核心品类，推进关键技术攻关与新品研发，多款高附加值样机完成研发、验证测试及量产导入。 3、据2026年4月24日投资者关系活动记录表，公司越南和墨西哥工厂2025年度均扩充10,000㎡场地面积以满足海外客户需求，海外产能利用率不断提升。 4、据2025年年报，公司作为国内柔性EMS行业龙头，为客户提供电子制造服务整体解决方案，产品涵盖工业控制、通讯、医疗电子及汽车电子等领域，2025年营收22.90亿元，同比增长5.95%。	1、公司主要产品应用于包括高端家用电器，家用智能机器人，有涉及部分机器人控制板业务，如扫地机器人控制板，是科沃斯机器人的PCBA供应商； 2、安费诺拟以105亿美金对价收购康普CCS业务，康普的CCS业务核心为数据中心MPO布线方案，康普是全球MPO条线的核心玩家；公司客户包含康普	2026-03-03\|36.67\|-3.37\|38.08\|38.51\|36.61\|18771;2026-03-04\|36.01\|-1.80\|36.37\|36.75\|35.93\|13221;2026-03-05\|36.98\|2.69\|36.69\|37.77\|36.69\|15486;2026-03-06\|37.04\|0.16\|37.00\|37.44\|36.82\|9305;2026-03-09\|36.32\|-1.94\|36.80\|36.82\|35.40\|18734;2026-03-10\|37.71\|3.83\|36.82\|37.81\|36.82\|15200;2026-03-11\|37.54\|-0.45\|37.92\|38.15\|37.46\|10249;2026-03-12\|36.66\|-2.34\|37.50\|37.63\|36.59\|10534;2026-03-13\|36.30\|-0.98\|36.37\|36.90\|36.25\|8370;2026-03-16\|36.46\|0.44\|36.33\|36.46\|35.71\|10601;2026-03-17\|35.48\|-2.69\|36.50\|36.50\|35.40\|12642;2026-03-18\|36.32\|2.37\|35.49\|36.47\|35.41\|10267;2026-03-19\|35.19\|-3.11\|35.92\|36.18\|34.97\|17043;2026-03-20\|34.76\|-1.22\|35.07\|35.63\|34.70\|13422;2026-03-23\|32.14\|-7.54\|33.75\|33.99\|31.97\|19493;2026-03-24\|33.27\|3.52\|32.77\|33.30\|32.24\|13224;2026-03-25\|33.92\|1.95\|33.20\|34.10\|33.20\|9390;2026-03-26\|33.75\|-0.50\|33.92\|34.49\|33.53\|10659;2026-03-27\|33.54\|-0.62\|33.22\|33.87\|33.22\|12128;2026-03-30\|33.52\|-0.06\|33.22\|33.74\|33.01\|10428;2026-03-31\|33.28\|-0.72\|33.48\|34.00\|33.22\|8547;2026-04-01\|33.81\|1.59\|33.69\|34.05\|33.57\|9814;2026-04-02\|33.16\|-1.92\|33.79\|33.88\|32.96\|7476;2026-04-03\|32.96\|-0.60\|33.23\|33.50\|32.87\|6075;2026-04-07\|33.10\|0.42\|33.28\|33.35\|32.73\|7124;2026-04-08\|34.96\|5.62\|33.76\|34.96\|33.65\|15180;2026-04-09\|34.93\|-0.09\|34.89\|35.20\|34.47\|10695;2026-04-10\|35.65\|2.06\|35.76\|36.51\|35.42\|26152;2026-04-13\|35.53\|-0.34\|35.65\|36.30\|35.10\|28258;2026-04-14\|35.82\|0.82\|35.95\|36.26\|35.35\|19744;2026-04-15\|36.68\|2.40\|35.88\|37.41\|35.83\|35869;2026-04-16\|36.23\|-1.23\|36.41\|36.63\|35.92\|25314;2026-04-17\|36.78\|1.52\|36.33\|36.89\|36.22\|16986;2026-04-20\|37.10\|0.87\|37.50\|37.50\|36.66\|19422;2026-04-21\|36.90\|-0.54\|36.91\|37.10\|36.51\|17184;2026-04-22\|35.24\|-4.50\|35.33\|35.77\|33.90\|58153;2026-04-23\|35.12\|-0.34\|35.41\|36.18\|34.99\|27293;2026-04-24\|35.18\|0.17\|34.94\|35.38\|34.61\|15886;2026-04-27\|36.90\|4.89\|35.18\|37.21\|34.90\|28797;2026-04-28\|36.10\|-2.17\|36.80\|36.90\|35.80\|17195;2026-04-29\|36.08\|-0.06\|35.87\|36.31\|35.59\|12729;2026-04-30\|36.88\|2.22\|35.90\|37.21\|35.77\|21544;2026-05-06\|36.81\|-0.19\|37.00\|37.80\|36.72\|21742;2026-05-07\|37.14\|0.90\|36.85\|37.36\|36.76\|19005;2026-05-08\|39.22\|5.60\|37.00\|39.85\|36.50\|56327;2026-05-11\|38.36\|-2.19\|39.25\|39.38\|37.95\|40813;2026-05-12\|37.00\|-3.55\|38.37\|38.44\|36.82\|38721;2026-05-13\|37.46\|1.24\|36.97\|37.82\|36.70\|35052;2026-05-14\|36.96\|-1.33\|37.80\|37.94\|36.85\|27023;2026-05-15\|37.10\|0.38\|36.83\|38.15\|36.82\|28394;2026-05-18\|39.18\|5.61\|37.30\|39.87\|37.09\|64191;2026-05-19\|43.10\|10.01\|39.30\|43.10\|39.30\|84225;2026-05-20\|43.08\|-0.05\|43.53\|44.50\|42.50\|107036;2026-05-21\|42.70\|-0.88\|43.50\|44.98\|42.48\|82290;2026-05-22\|43.12\|0.98\|43.06\|44.61\|42.80\|55883;2026-05-25\|40.88\|-5.19\|43.00\|43.50\|40.34\|73038;2026-05-26\|40.20\|-1.66\|40.80\|42.49\|39.67\|49236;2026-05-27\|38.55\|-4.10\|39.83\|40.87\|38.19\|39401;2026-05-28\|39.79\|3.22\|38.17\|40.28\|37.15\|52806;2026-05-29\|36.51\|-8.24\|40.83\|40.83\|36.26\|48070;2026-06-01\|36.79\|0.77\|36.15\|37.73\|35.92\|36278;2026-06-02\|37.49\|1.90\|36.50\|37.67\|36.30\|33649;2026-06-03\|35.71\|-4.75\|37.45\|37.67\|35.38\|47791;2026-06-04\|35.15\|-1.57\|35.38\|36.43\|34.88\|36070;2026-06-05\|35.54\|1.11\|35.15\|36.26\|33.65\|36039;2026-06-08\|35.18\|-1.01\|33.00\|36.50\|33.00\|38915;2026-06-09\|36.20\|4.68\|34.88\|37.51\|34.10\|55764;2026-06-10\|35.06\|-3.15\|36.13\|36.98\|34.60\|26195;2026-06-11\|35.07\|0.03\|34.71\|35.75\|33.61\|27599;2026-06-12\|35.22\|0.43\|35.90\|36.88\|34.86\|29441;2026-06-15\|36.39\|3.32\|35.31\|36.84\|35.00\|31718;2026-06-16\|37.81\|3.90\|36.10\|37.98\|35.80\|36724;2026-06-17\|37.30\|-1.35\|37.85\|37.95\|36.81\|32411;2026-06-18\|41.03\|10.00\|36.86\|41.03\|36.81\|41077;2026-06-22\|45.13\|9.99\|43.14\|45.13\|42.46\|154406;2026-06-23\|42.88\|-4.99\|43.57\|45.18\|42.80\|85744;2026-06-24\|43.49\|1.42\|42.69\|43.94\|40.80\|79071;2026-06-25\|45.40\|4.39\|44.38\|47.34\|43.54\|91491;2026-06-26\|45.94\|1.19\|44.56\|47.80\|44.04\|79447;2026-06-29\|42.71\|-7.03\|45.96\|46.38\|41.68\|71573;2026-06-30\|45.09\|5.57\|42.55\|45.70\|42.40\|59915;2026-07-01\|46.00\|2.02\|45.23\|48.18\|45.23\|62744;2026-07-02\|42.03\|-8.63\|44.50\|45.00\|42.02\|51224;2026-07-03\|43.13\|2.62\|42.65\|44.85\|42.19\|53556;2026-07-06\|45.92\|6.47\|44.20\|47.28\|43.26\|79698;2026-07-07\|42.99\|-6.38\|45.13\|46.30\|42.70\|49376;2026-07-08\|47.29\|10.00\|45.44\|47.29\|45.00\|49735;2026-07-09\|42.56\|-10.00\|47.24\|47.26\|42.56\|143434;2026-07-10\|41.31\|-2.94\|41.00\|43.75\|40.47\|92798
115682		炭黑+白炭黑+产能扩张行业原因： 1、据国投期货4月7日指出，美伊冲突升级致霍尔木兹海峡封锁，中东甲醇出口受阻，全球供给收缩。 2、油价高企放大煤化工替代经济性，煤制烯烃价差优势凸显，强化板块盈利预期。公司原因： 1、据2025年半年度报告，公司炭黑已投产能64.5万吨/年、白炭黑3.5万吨/年，规模国内领先，客户涵盖米其林、大陆马牌等全球头部轮胎企业。 2、据2025年半年度报告及2025年4月10日投资者关系记录，山西龙星碳基新材料、重庆项目等拟逐步投产，产能释放有望扩大经营规模。 3、据2025年9月15日互动易，公司携手复旦、中科院等攻关碳基新材料与绿色降碳技术，累计获专利122项。	国内炭黑行业骨干企业，产量规模国内第三，有储备导电炭黑技术，据网络资料，高端炭黑是人形机器人电子皮肤必不可少材料；董事长刘鹏达增持0.33%股份	2026-03-03\|6.34\|-2.76\|6.54\|6.59\|6.32\|117005;2026-03-04\|6.36\|0.32\|6.33\|6.58\|6.27\|116781;2026-03-05\|6.43\|1.10\|6.48\|6.60\|6.37\|109949;2026-03-06\|6.67\|3.73\|6.41\|6.68\|6.39\|116307;2026-03-09\|6.70\|0.45\|6.67\|6.83\|6.60\|171345;2026-03-10\|6.62\|-1.19\|6.67\|6.71\|6.58\|125845;2026-03-11\|6.67\|0.76\|6.63\|6.68\|6.56\|97136;2026-03-12\|6.74\|1.05\|6.68\|6.88\|6.68\|168292;2026-03-13\|6.91\|2.52\|6.74\|6.93\|6.72\|236555;2026-03-16\|6.72\|-2.75\|6.83\|6.93\|6.64\|196006;2026-03-17\|6.57\|-2.23\|6.73\|6.86\|6.56\|121537;2026-03-18\|6.55\|-0.30\|6.60\|6.61\|6.50\|87423;2026-03-19\|6.26\|-4.43\|6.56\|6.57\|6.23\|136325;2026-03-20\|5.73\|-8.47\|6.31\|6.33\|5.72\|279927;2026-03-23\|5.57\|-2.79\|5.65\|5.83\|5.42\|189396;2026-03-24\|5.85\|5.03\|5.69\|5.87\|5.45\|155164;2026-03-25\|5.83\|-0.34\|5.81\|5.91\|5.79\|84585;2026-03-26\|5.81\|-0.34\|5.83\|5.95\|5.75\|67962;2026-03-27\|5.97\|2.75\|5.75\|5.98\|5.73\|94371;2026-03-30\|5.96\|-0.17\|5.90\|6.06\|5.83\|82135;2026-03-31\|5.83\|-2.18\|5.93\|6.02\|5.82\|87293;2026-04-01\|5.91\|1.37\|5.90\|5.97\|5.82\|109641;2026-04-02\|5.81\|-1.69\|5.91\|5.93\|5.71\|89682;2026-04-03\|5.47\|-5.85\|5.81\|5.81\|5.43\|131690;2026-04-07\|6.02\|10.05\|5.51\|6.02\|5.47\|154250;2026-04-08\|6.22\|3.32\|6.17\|6.30\|6.07\|400982;2026-04-09\|6.05\|-2.73\|6.08\|6.16\|5.92\|239840;2026-04-10\|5.91\|-2.31\|6.05\|6.06\|5.87\|175176;2026-04-13\|5.89\|-0.34\|5.94\|6.03\|5.85\|111556;2026-04-14\|5.86\|-0.51\|5.95\|5.95\|5.76\|138748;2026-04-15\|5.78\|-1.37\|5.86\|5.86\|5.74\|92804;2026-04-16\|5.84\|1.04\|5.80\|5.86\|5.73\|93676;2026-04-17\|5.68\|-2.74\|5.83\|5.84\|5.65\|125669;2026-04-20\|5.72\|0.70\|5.66\|5.73\|5.66\|75130;2026-04-21\|5.73\|0.17\|5.68\|5.75\|5.58\|98102;2026-04-22\|5.79\|1.05\|5.70\|5.83\|5.67\|108360;2026-04-23\|5.79\|0.00\|5.76\|5.90\|5.70\|103199;2026-04-24\|5.84\|0.86\|5.75\|5.85\|5.67\|104592;2026-04-27\|6.20\|6.16\|5.84\|6.42\|5.70\|381869;2026-04-28\|6.09\|-1.77\|6.18\|6.23\|6.04\|231224;2026-04-29\|6.37\|4.60\|6.03\|6.55\|5.97\|321592;2026-04-30\|6.24\|-2.04\|6.24\|6.40\|6.18\|232132;2026-05-06\|6.47\|3.69\|6.30\|6.53\|6.16\|287400;2026-05-07\|6.42\|-0.77\|6.54\|6.55\|6.39\|194609;2026-05-08\|6.37\|-0.78\|6.37\|6.52\|6.30\|153299;2026-05-11\|6.20\|-2.67\|6.39\|6.40\|6.17\|160785;2026-05-12\|6.06\|-2.26\|6.20\|6.21\|6.03\|101484;2026-05-13\|6.16\|1.65\|6.11\|6.36\|6.04\|154090;2026-05-14\|6.02\|-2.27\|6.20\|6.20\|6.02\|117594;2026-05-15\|6.10\|1.33\|6.05\|6.27\|6.02\|162164;2026-05-18\|5.89\|-3.44\|6.09\|6.09\|5.76\|164034;2026-05-19\|6.09\|3.40\|6.09\|6.28\|5.98\|251224;2026-05-20\|6.70\|10.02\|6.09\|6.70\|6.04\|398927;2026-05-21\|7.37\|10.00\|6.82\|7.37\|6.72\|1377504;2026-05-22\|8.11\|10.04\|7.49\|8.11\|6.95\|939762;2026-05-25\|7.85\|-3.21\|8.59\|8.92\|7.51\|1300823;2026-05-26\|7.39\|-5.86\|7.96\|8.30\|7.17\|1452542;2026-05-27\|7.30\|-1.22\|7.21\|7.98\|7.03\|1052580;2026-05-28\|6.57\|-10.00\|6.93\|6.93\|6.57\|449096;2026-05-29\|5.91\|-10.05\|6.20\|6.27\|5.91\|827894;2026-06-01\|5.85\|-1.02\|5.78\|5.98\|5.63\|504489;2026-06-02\|5.63\|-3.76\|5.81\|5.84\|5.51\|475752;2026-06-03\|5.58\|-0.89\|5.56\|5.68\|5.52\|352851;2026-06-04\|5.49\|-1.61\|5.56\|5.59\|5.42\|269633;2026-06-05\|5.49\|0.00\|5.50\|5.56\|5.25\|331985;2026-06-08\|5.17\|-5.83\|5.30\|5.45\|5.14\|307203;2026-06-09\|5.39\|4.26\|5.28\|5.40\|5.15\|257243;2026-06-10\|5.19\|-3.71\|5.37\|5.40\|5.13\|240689;2026-06-11\|5.16\|-0.58\|5.15\|5.23\|5.05\|159089;2026-06-12\|5.18\|0.39\|5.27\|5.29\|5.11\|180490;2026-06-15\|5.22\|0.77\|5.25\|5.34\|5.21\|206053;2026-06-16\|5.16\|-1.15\|5.28\|5.28\|5.10\|182683;2026-06-17\|4.98\|-3.49\|5.14\|5.14\|4.97\|213631;2026-06-18\|5.48\|10.04\|4.98\|5.48\|4.97\|398019;2026-06-22\|5.64\|2.92\|5.48\|5.67\|5.25\|499248;2026-06-23\|5.85\|3.72\|5.60\|6.10\|5.55\|714413;2026-06-24\|5.58\|-4.62\|5.72\|5.90\|5.55\|440800;2026-06-25\|5.37\|-3.76\|5.60\|5.88\|5.27\|391074;2026-06-26\|5.12\|-4.66\|5.34\|5.37\|5.11\|324922;2026-06-29\|5.03\|-1.76\|5.20\|5.47\|4.98\|307514;2026-06-30\|4.93\|-1.99\|4.98\|5.06\|4.90\|209773;2026-07-01\|5.42\|9.94\|4.96\|5.42\|4.91\|306538;2026-07-02\|5.36\|-1.11\|5.34\|5.56\|5.29\|341287;2026-07-03\|5.27\|-1.68\|5.46\|5.47\|5.26\|225215;2026-07-06\|5.16\|-2.09\|5.31\|5.42\|5.16\|202153;2026-07-07\|5.08\|-1.55\|5.15\|5.19\|5.04\|154409;2026-07-08\|4.96\|-2.36\|5.07\|5.09\|4.84\|180382;2026-07-09\|4.87\|-1.81\|4.96\|5.02\|4.75\|212229;2026-07-10\|4.90\|0.62\|4.80\|5.02\|4.75\|184798
115681		液冷泵+六张网建设+智慧水务 1、据2026年5月11日互动易，公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品，系公司在流体控制领域的技术延伸。 2、据2026年6月17日互动易，公司核心服务于国家“六张网”中的水网、城市地下管网，提供从源头到龙头的智慧水务整体解决方案，覆盖城乡供水一体化等环节，其水泵、智慧泵房、管网漏损控制系统可直接服务老旧管网改造与二次供水设施升级。 3、据2025年年度报告，公司主营基于工业互联网的智慧水务综合解决方案，构建了“智能硬件+专业软件+水务平台+行业物联网+全面服务”的一体化业务体系。	公司联合研发的工业四足机器人巡检方案已亮相中国城镇供水排水协会年会，搭载自研水务检测装置，可监测跑冒滴漏、有毒有害气体等九类场景，并已在绥滨县北山水厂项目实现数字孪生及大屏数字人智能体落地	2026-03-03\|6.01\|-4.75\|6.32\|6.37\|6.00\|199260;2026-03-04\|5.95\|-1.00\|5.95\|6.01\|5.87\|155263;2026-03-05\|6.15\|3.36\|6.03\|6.21\|6.03\|173892;2026-03-06\|6.28\|2.11\|6.12\|6.28\|6.11\|103074;2026-03-09\|6.24\|-0.64\|6.22\|6.27\|6.12\|92122;2026-03-10\|6.30\|0.96\|6.30\|6.33\|6.26\|74186;2026-03-11\|6.22\|-1.27\|6.32\|6.34\|6.21\|88816;2026-03-12\|6.13\|-1.45\|6.22\|6.24\|6.10\|76860;2026-03-13\|6.12\|-0.16\|6.10\|6.21\|6.06\|78403;2026-03-16\|6.14\|0.33\|6.10\|6.17\|6.08\|61777;2026-03-17\|5.99\|-2.44\|6.10\|6.15\|5.98\|76542;2026-03-18\|6.11\|2.00\|5.99\|6.12\|5.95\|66280;2026-03-19\|5.97\|-2.29\|6.05\|6.10\|5.94\|76292;2026-03-20\|5.75\|-3.69\|5.95\|6.03\|5.70\|121166;2026-03-23\|5.38\|-6.43\|5.60\|5.66\|5.31\|138482;2026-03-24\|5.70\|5.95\|5.50\|5.71\|5.42\|136121;2026-03-25\|5.83\|2.28\|5.71\|5.85\|5.69\|72927;2026-03-26\|5.69\|-2.40\|5.83\|5.88\|5.66\|70259;2026-03-27\|5.75\|1.05\|5.65\|5.78\|5.62\|58433;2026-03-30\|5.84\|1.57\|5.71\|5.84\|5.69\|71278;2026-03-31\|5.78\|-1.03\|5.84\|5.93\|5.76\|61963;2026-04-01\|5.76\|-0.35\|5.82\|5.86\|5.72\|52370;2026-04-02\|5.66\|-1.74\|5.76\|5.76\|5.62\|54962;2026-04-03\|5.53\|-2.30\|5.66\|5.70\|5.50\|65814;2026-04-07\|5.62\|1.63\|5.51\|5.64\|5.50\|57862;2026-04-08\|5.82\|3.56\|5.71\|5.83\|5.71\|69790;2026-04-09\|5.68\|-2.41\|5.81\|5.85\|5.67\|77794;2026-04-10\|5.68\|0.00\|5.69\|5.81\|5.68\|67210;2026-04-13\|5.67\|-0.18\|5.68\|5.68\|5.61\|51410;2026-04-14\|5.70\|0.53\|5.70\|5.76\|5.63\|60190;2026-04-15\|5.64\|-1.05\|5.73\|5.75\|5.61\|61681;2026-04-16\|5.76\|2.13\|5.62\|5.78\|5.60\|71467;2026-04-17\|5.71\|-0.87\|5.71\|5.76\|5.63\|65036;2026-04-20\|5.74\|0.53\|5.67\|5.78\|5.64\|53501;2026-04-21\|5.66\|-1.39\|5.75\|5.76\|5.63\|54307;2026-04-22\|5.64\|-0.35\|5.68\|5.68\|5.56\|52058;2026-04-23\|5.59\|-0.89\|5.63\|5.64\|5.55\|51807;2026-04-24\|5.55\|-0.72\|5.52\|5.61\|5.35\|109286;2026-04-27\|5.75\|3.60\|5.58\|5.79\|5.45\|115770;2026-04-28\|5.68\|-1.22\|5.71\|5.80\|5.64\|65713;2026-04-29\|5.87\|3.35\|5.67\|5.94\|5.67\|107569;2026-04-30\|5.90\|0.51\|5.85\|5.92\|5.82\|73258;2026-05-06\|5.90\|0.00\|5.93\|5.96\|5.85\|76683;2026-05-07\|5.91\|0.17\|5.90\|5.96\|5.86\|64432;2026-05-08\|5.94\|0.51\|5.90\|5.96\|5.87\|61626;2026-05-11\|6.00\|1.01\|5.93\|6.00\|5.91\|85588;2026-05-12\|5.83\|-2.83\|5.96\|5.98\|5.81\|79946;2026-05-13\|5.89\|1.03\|5.83\|5.92\|5.80\|73490;2026-05-14\|5.77\|-2.04\|5.88\|5.91\|5.75\|65837;2026-05-15\|5.80\|0.52\|5.76\|5.92\|5.75\|97290;2026-05-18\|5.85\|0.86\|5.81\|5.86\|5.65\|115791;2026-05-19\|6.20\|5.98\|5.85\|6.33\|5.82\|324189;2026-05-20\|6.34\|2.26\|6.21\|6.38\|6.15\|331055;2026-05-21\|5.90\|-6.94\|6.34\|6.34\|5.88\|288721;2026-05-22\|5.94\|0.68\|5.89\|5.98\|5.81\|175646;2026-05-25\|6.53\|9.93\|5.94\|6.53\|5.94\|396477;2026-05-26\|6.31\|-3.37\|6.58\|6.58\|6.21\|365065;2026-05-27\|6.08\|-3.65\|6.27\|6.33\|6.01\|298559;2026-05-28\|5.59\|-8.06\|6.13\|6.23\|5.47\|501611;2026-05-29\|5.69\|1.79\|5.53\|6.13\|5.53\|357636;2026-06-01\|5.61\|-1.41\|5.64\|5.72\|5.40\|191502;2026-06-02\|5.29\|-5.70\|5.60\|5.67\|5.29\|231285;2026-06-03\|5.19\|-1.89\|5.30\|5.34\|5.11\|148354;2026-06-04\|5.19\|0.00\|5.18\|5.32\|5.10\|124745;2026-06-05\|5.22\|0.58\|5.15\|5.30\|5.01\|152868;2026-06-08\|4.98\|-4.60\|5.08\|5.16\|4.91\|143321;2026-06-09\|4.82\|-3.21\|5.06\|5.07\|4.76\|202386;2026-06-10\|4.67\|-3.11\|4.75\|4.86\|4.60\|234009;2026-06-11\|4.58\|-1.93\|4.71\|4.84\|4.52\|200857;2026-06-12\|4.59\|0.22\|4.63\|4.66\|4.50\|134873;2026-06-15\|4.68\|1.96\|4.65\|4.78\|4.56\|195976;2026-06-16\|4.70\|0.43\|4.65\|4.73\|4.51\|157324;2026-06-17\|4.53\|-3.62\|4.67\|4.71\|4.50\|151009;2026-06-18\|4.98\|9.93\|4.52\|4.98\|4.50\|224743;2026-06-22\|5.17\|3.82\|4.98\|5.29\|4.84\|458111;2026-06-23\|4.96\|-4.06\|5.17\|5.18\|4.94\|238847;2026-06-24\|4.82\|-2.82\|5.00\|5.10\|4.73\|205404;2026-06-25\|5.30\|9.96\|4.82\|5.30\|4.80\|219606;2026-06-26\|5.83\|10.00\|5.83\|5.83\|5.83\|80857;2026-06-29\|6.41\|9.95\|6.13\|6.41\|5.56\|707482;2026-06-30\|6.30\|-1.72\|6.39\|6.88\|6.20\|894286;2026-07-01\|6.17\|-2.06\|6.07\|6.45\|5.98\|520266;2026-07-02\|5.88\|-4.70\|6.01\|6.31\|5.84\|387707;2026-07-03\|6.20\|5.44\|5.87\|6.47\|5.87\|678241;2026-07-06\|6.02\|-2.90\|6.17\|6.25\|5.95\|451331;2026-07-07\|5.78\|-3.99\|5.94\|6.05\|5.74\|266614;2026-07-08\|5.76\|-0.35\|5.84\|5.88\|5.61\|238256;2026-07-09\|5.85\|1.56\|5.72\|6.05\|5.64\|222507;2026-07-10\|5.95\|1.71\|5.85\|6.11\|5.76\|266484
115680		人形机器人+工业机器人出货量第一+一季报增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月5日投资者关系活动记录表，2026年第一季度公司工业机器人市占率同比进一步提升，位居中国机器人市场出货量第一，同时公司一季度实现归母净利润9,783.67万元，同比增长674.64%；据2026年6月5日投资者关系活动记录表，公司已对部分产品进行价格调整以传导原材料成本上涨影响。 2、据2025年7月1日互动易，公司参股的埃斯顿酷卓发布了第二代人形机器人Codroid 02，从自主核心部件、智能架构创新、全场景工业落地三个维度展现其在具身智能领域的成果；据2026年6月2日互动易，埃斯顿酷卓开展人形机器人业务。 3、据2026年6月5日投资者关系活动记录表，公司推出全新一代iER系列智能化工业机器人产品，构建工业级大模型与深度学习框架支撑的具身智能底座，并将AI技术融入焊接、打磨等场景的智能化解决方案。 4、据2026年6月23日公告，为优化管理架构、提升经营效率，公司拟吸收合并全资子公司南京埃斯顿自动控制技术有限公司。	国产工业机器人龙头；公司通过参股埃斯顿酷卓对人形机器人产品进行前期布局，酷卓的首发人形机器人CODROID 01已于今年工博会上进行展示，并正在进行下一轮的设计与小批量工业场景验证，配合工业机器人在智能生产线和智能工厂中进行应用	2026-03-03\|21.74\|-4.57\|22.89\|23.13\|21.72\|224273;2026-03-04\|21.55\|-0.87\|21.55\|21.90\|21.40\|156437;2026-03-05\|21.99\|2.04\|22.26\|22.30\|21.82\|151981;2026-03-06\|22.23\|1.09\|21.86\|22.40\|21.76\|129558;2026-03-09\|21.88\|-1.57\|21.90\|22.00\|21.25\|192218;2026-03-10\|22.34\|2.10\|22.10\|22.41\|22.08\|149816;2026-03-11\|22.35\|0.04\|22.37\|22.75\|22.35\|150306;2026-03-12\|22.01\|-1.52\|22.33\|22.39\|21.87\|120152;2026-03-13\|21.94\|-0.32\|21.75\|21.96\|21.36\|182649;2026-03-16\|21.94\|0.00\|21.73\|21.94\|21.50\|136037;2026-03-17\|21.82\|-0.55\|22.05\|22.24\|21.80\|145483;2026-03-18\|21.71\|-0.50\|21.82\|21.97\|21.45\|100120;2026-03-19\|21.00\|-3.27\|21.40\|21.44\|20.91\|120703;2026-03-20\|20.42\|-2.76\|20.99\|21.20\|20.41\|117466;2026-03-23\|19.78\|-3.13\|20.20\|20.66\|19.62\|168760;2026-03-24\|20.01\|1.16\|20.15\|20.20\|19.46\|122691;2026-03-25\|20.28\|1.35\|20.01\|20.33\|20.01\|112334;2026-03-26\|20.09\|-0.94\|20.30\|20.48\|19.98\|102023;2026-03-27\|20.13\|0.20\|19.78\|20.28\|19.70\|85973;2026-03-30\|20.13\|0.00\|19.88\|20.25\|19.78\|78595;2026-03-31\|20.03\|-0.50\|20.19\|20.43\|20.00\|97100;2026-04-01\|20.25\|1.10\|20.31\|20.36\|20.11\|82257;2026-04-02\|19.78\|-2.32\|20.19\|20.21\|19.70\|92905;2026-04-03\|19.49\|-1.47\|19.84\|19.98\|19.48\|71455;2026-04-07\|19.41\|-0.41\|19.54\|19.60\|19.21\|69680;2026-04-08\|20.50\|5.62\|19.91\|20.50\|19.88\|167378;2026-04-09\|20.04\|-2.24\|20.27\|20.28\|20.01\|93130;2026-04-10\|20.47\|2.15\|20.28\|20.72\|20.23\|122892;2026-04-13\|20.63\|0.78\|20.35\|20.75\|20.28\|107097;2026-04-14\|20.91\|1.36\|20.77\|20.93\|20.69\|104135;2026-04-15\|20.72\|-0.91\|21.12\|21.16\|20.69\|98158;2026-04-16\|20.97\|1.21\|20.81\|21.02\|20.81\|97517;2026-04-17\|21.37\|1.91\|21.00\|21.42\|20.81\|150475;2026-04-20\|21.43\|0.28\|21.37\|21.58\|21.25\|123882;2026-04-21\|21.18\|-1.17\|21.35\|21.41\|20.97\|109961;2026-04-22\|21.18\|0.00\|21.04\|21.24\|20.99\|88920;2026-04-23\|20.87\|-1.46\|21.25\|21.35\|20.80\|100936;2026-04-24\|20.62\|-1.20\|20.76\|20.95\|20.43\|90304;2026-04-27\|20.95\|1.60\|20.60\|21.17\|20.54\|96026;2026-04-28\|20.38\|-2.72\|20.91\|20.92\|20.25\|99554;2026-04-29\|20.80\|2.06\|20.34\|20.84\|20.27\|101437;2026-04-30\|21.87\|5.14\|21.51\|22.09\|21.51\|331035;2026-05-06\|22.83\|4.39\|22.31\|23.30\|22.28\|379966;2026-05-07\|23.46\|2.76\|23.11\|23.47\|22.76\|294079;2026-05-08\|24.08\|2.64\|23.25\|24.51\|23.12\|449539;2026-05-11\|24.23\|0.62\|24.09\|24.41\|23.62\|412443;2026-05-12\|24.57\|1.40\|24.19\|24.74\|24.03\|352522;2026-05-13\|24.20\|-1.51\|24.43\|24.51\|24.02\|300117;2026-05-14\|23.74\|-1.90\|24.18\|24.45\|23.72\|286303;2026-05-15\|25.43\|7.12\|23.67\|26.11\|23.67\|881468;2026-05-18\|26.07\|2.52\|25.43\|26.56\|25.15\|742760;2026-05-19\|26.86\|3.03\|26.00\|26.96\|25.80\|599551;2026-05-20\|26.10\|-2.83\|26.60\|26.79\|26.00\|492776;2026-05-21\|28.70\|9.96\|26.39\|28.71\|26.16\|1117283;2026-05-22\|29.07\|1.29\|28.35\|29.33\|27.50\|1216899;2026-05-25\|28.61\|-1.58\|28.86\|30.50\|28.15\|1023029;2026-05-26\|30.03\|4.96\|28.61\|30.45\|28.46\|1197984;2026-05-27\|28.43\|-5.33\|28.90\|30.18\|28.25\|940358;2026-05-28\|28.32\|-0.39\|28.20\|28.71\|27.32\|844706;2026-05-29\|27.72\|-2.12\|28.32\|29.87\|27.54\|676894;2026-06-01\|26.77\|-3.43\|27.55\|27.88\|26.75\|540280;2026-06-02\|26.96\|0.71\|27.26\|28.17\|26.92\|476597;2026-06-03\|29.04\|7.72\|26.98\|29.66\|26.54\|1073894;2026-06-04\|29.49\|1.55\|28.50\|30.77\|28.38\|915894;2026-06-05\|31.02\|5.19\|29.47\|32.00\|28.11\|960223;2026-06-08\|34.12\|9.99\|30.40\|34.12\|30.36\|1128946;2026-06-09\|37.53\|9.99\|36.01\|37.53\|35.20\|758854;2026-06-10\|35.80\|-4.61\|39.66\|39.90\|35.31\|1940058;2026-06-11\|33.35\|-6.84\|35.00\|35.64\|32.90\|1165708;2026-06-12\|32.22\|-3.39\|33.74\|35.68\|32.06\|1129970;2026-06-15\|33.23\|3.13\|32.79\|33.39\|31.87\|891381;2026-06-16\|33.90\|2.02\|33.12\|34.83\|32.30\|1082932;2026-06-17\|33.18\|-2.12\|33.68\|34.28\|32.80\|783462;2026-06-18\|36.50\|10.01\|33.53\|36.50\|33.29\|729035;2026-06-22\|37.19\|1.89\|36.60\|38.05\|35.58\|1374105;2026-06-23\|38.25\|2.85\|36.45\|38.99\|35.01\|1326180;2026-06-24\|37.62\|-1.65\|37.20\|38.99\|36.62\|1083085;2026-06-25\|36.87\|-1.99\|37.41\|39.80\|35.45\|1233381;2026-06-26\|34.67\|-5.97\|35.80\|36.88\|34.58\|967452;2026-06-29\|33.94\|-2.11\|35.02\|36.23\|32.93\|792023;2026-06-30\|37.33\|9.99\|34.63\|37.33\|33.48\|686300;2026-07-01\|41.06\|9.99\|39.01\|41.06\|39.01\|541481;2026-07-02\|40.70\|-0.88\|42.81\|42.81\|39.05\|1756094;2026-07-03\|44.77\|10.00\|42.02\|44.77\|41.02\|1267428;2026-07-06\|46.03\|2.81\|45.11\|48.30\|45.11\|1932551;2026-07-07\|49.00\|6.45\|45.69\|49.00\|44.88\|1760017;2026-07-08\|44.10\|-10.00\|45.61\|46.30\|44.10\|260794;2026-07-09\|41.53\|-5.83\|39.69\|42.06\|39.69\|1744642;2026-07-10\|42.78\|3.01\|40.34\|43.98\|40.30\|1509682
115679		机器人+大缸径曲轴+重卡曲轴龙头行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月11日互动易，公司铸件产品中包括转盘、底座、摇杆等工业机器人类铸件毛坯和成品，目前该部分业务占公司收入比重较小。 2、据2026年6月9日互动易，公司大缸径曲轴、连杆产品订单充足，生产及交付工作均按计划有序推进，正抓紧推进新增产能项目建设；据2026年3月31日投资者关系活动记录表，公司2025年大缸径曲轴、连杆业务收入4.10亿元，同比增长53%，主要受益于全球数据中心建设提速，发电机组用大缸径发动机需求激增，目前生产线满负荷生产。 3、据2025年年报，公司是国内最大的曲轴专业生产企业、国内最大的中重型商用车胀断连杆生产企业，重型发动机曲轴市场占有率达60%，客户涵盖潍柴、康明斯、卡特彼勒等国内外头部发动机厂商。	1、全资子公司天润智能主导产品包括自动化装备产品桁架机械手、关节机器人集成应用、智能物流缓存、智能检测系统的研发及应用服务； 2、公司大缸径客户60%为潍柴系，20-30%为卡特，大马力连杆与曲轴持续供不应求	2026-03-03\|9.79\|-7.90\|10.58\|10.79\|9.76\|1156779;2026-03-04\|9.71\|-0.82\|9.64\|10.06\|9.58\|620850;2026-03-05\|10.04\|3.40\|9.90\|10.47\|9.86\|636547;2026-03-06\|10.21\|1.69\|9.95\|10.65\|9.85\|722142;2026-03-09\|9.53\|-6.66\|9.76\|9.81\|9.23\|805999;2026-03-10\|9.71\|1.89\|9.65\|9.87\|9.61\|451699;2026-03-11\|9.32\|-4.02\|9.74\|9.75\|9.11\|775045;2026-03-12\|9.05\|-2.90\|9.19\|9.34\|8.94\|508615;2026-03-13\|9.18\|1.44\|8.98\|9.74\|8.89\|682155;2026-03-16\|9.18\|0.00\|9.10\|9.22\|8.84\|393785;2026-03-17\|9.10\|-0.87\|9.20\|9.49\|9.05\|361144;2026-03-18\|9.27\|1.87\|9.12\|9.41\|9.07\|312341;2026-03-19\|8.78\|-5.29\|9.10\|9.12\|8.69\|401106;2026-03-20\|8.79\|0.11\|8.96\|9.25\|8.79\|411124;2026-03-23\|8.48\|-3.53\|8.64\|8.97\|8.39\|496511;2026-03-24\|8.95\|5.54\|8.65\|8.98\|8.55\|376109;2026-03-25\|9.15\|2.23\|9.15\|9.40\|9.12\|342568;2026-03-26\|8.99\|-1.75\|9.18\|9.22\|8.89\|180569;2026-03-27\|9.05\|0.67\|8.78\|9.11\|8.75\|179703;2026-03-30\|9.22\|1.88\|8.98\|9.31\|8.90\|263498;2026-03-31\|9.05\|-1.84\|9.31\|9.32\|8.64\|365866;2026-04-01\|9.65\|6.63\|9.25\|9.79\|9.25\|611473;2026-04-02\|9.56\|-0.93\|9.56\|10.11\|9.40\|558587;2026-04-03\|9.45\|-1.15\|9.65\|9.68\|9.40\|312100;2026-04-07\|9.19\|-2.75\|9.44\|9.55\|9.12\|380956;2026-04-08\|10.02\|9.03\|9.54\|10.08\|9.52\|551966;2026-04-09\|10.05\|0.30\|9.81\|10.10\|9.76\|385547;2026-04-10\|10.57\|5.17\|10.18\|10.88\|10.08\|609231;2026-04-13\|10.65\|0.76\|10.45\|10.70\|10.36\|382789;2026-04-14\|10.74\|0.85\|10.65\|11.00\|10.55\|421053;2026-04-15\|10.40\|-3.17\|10.83\|10.83\|10.28\|311390;2026-04-16\|11.15\|7.21\|10.39\|11.25\|10.27\|527146;2026-04-17\|10.91\|-2.15\|11.00\|11.15\|10.83\|268570;2026-04-20\|10.89\|-0.18\|10.91\|11.24\|10.60\|233749;2026-04-21\|10.79\|-0.92\|10.91\|10.91\|10.67\|185113;2026-04-22\|11.16\|3.43\|10.73\|11.20\|10.58\|325051;2026-04-23\|11.18\|0.18\|11.21\|11.68\|10.94\|427968;2026-04-24\|11.09\|-0.81\|11.31\|11.54\|10.98\|192076;2026-04-27\|11.10\|0.09\|11.04\|11.40\|11.00\|233774;2026-04-28\|10.78\|-2.88\|11.29\|11.50\|10.65\|433507;2026-04-29\|11.35\|5.29\|10.75\|11.53\|10.68\|403556;2026-04-30\|11.23\|-1.06\|11.45\|11.45\|11.08\|351185;2026-05-06\|12.35\|9.97\|11.63\|12.35\|11.50\|596603;2026-05-07\|12.51\|1.30\|12.54\|12.60\|12.05\|572392;2026-05-08\|11.35\|-9.27\|12.51\|12.51\|11.26\|855719;2026-05-11\|11.01\|-3.00\|11.38\|11.50\|10.85\|525590;2026-05-12\|11.60\|5.36\|10.92\|11.97\|10.76\|597713;2026-05-13\|12.52\|10.02\|11.46\|12.52\|11.46\|333116;2026-05-14\|12.64\|0.96\|12.51\|13.24\|12.44\|1082233;2026-05-15\|12.36\|-2.22\|12.50\|12.82\|12.11\|530615;2026-05-18\|12.46\|0.81\|12.15\|12.75\|11.66\|701473;2026-05-19\|12.15\|-2.49\|12.34\|12.44\|11.77\|462091;2026-05-20\|12.22\|0.58\|12.02\|12.41\|11.55\|485065;2026-05-21\|11.48\|-6.06\|12.22\|12.22\|11.43\|458672;2026-05-22\|12.07\|5.14\|11.41\|12.20\|11.34\|444639;2026-05-25\|12.35\|2.32\|12.24\|12.72\|12.23\|470699;2026-05-26\|12.29\|-0.49\|12.29\|12.39\|11.78\|294973;2026-05-27\|11.89\|-3.25\|12.20\|12.35\|11.72\|318274;2026-05-28\|11.92\|0.25\|11.78\|12.20\|11.57\|329580;2026-05-29\|11.19\|-6.12\|11.93\|12.01\|11.05\|472771;2026-06-01\|11.00\|-1.70\|11.33\|11.47\|10.93\|325674;2026-06-02\|11.02\|0.18\|11.00\|11.22\|10.67\|249013;2026-06-03\|10.64\|-3.45\|11.02\|11.33\|10.48\|336859;2026-06-04\|10.85\|1.97\|10.56\|11.23\|10.50\|381592;2026-06-05\|10.68\|-1.57\|10.85\|10.95\|10.64\|217196;2026-06-08\|10.19\|-4.59\|10.31\|10.71\|10.08\|312903;2026-06-09\|10.15\|-0.39\|10.29\|10.35\|9.96\|345823;2026-06-10\|9.50\|-6.40\|9.97\|10.13\|9.44\|585609;2026-06-11\|9.13\|-3.89\|9.44\|9.50\|9.06\|476379;2026-06-12\|9.36\|2.52\|9.29\|9.75\|9.27\|363697;2026-06-15\|9.68\|3.42\|9.49\|9.79\|9.41\|352262;2026-06-16\|9.65\|-0.31\|9.70\|9.74\|9.47\|261751;2026-06-17\|10.06\|4.25\|9.66\|10.42\|9.65\|410369;2026-06-18\|11.07\|10.04\|10.09\|11.07\|9.98\|431474;2026-06-22\|11.31\|2.17\|11.02\|11.31\|10.58\|912457;2026-06-23\|10.36\|-8.40\|11.09\|11.09\|10.27\|658774;2026-06-24\|10.16\|-1.93\|10.30\|10.32\|9.91\|371220;2026-06-25\|9.74\|-4.13\|10.10\|10.30\|9.67\|355171;2026-06-26\|9.35\|-4.00\|10.14\|10.21\|9.33\|318679;2026-06-29\|9.37\|0.21\|9.49\|9.53\|9.03\|316125;2026-06-30\|9.65\|2.99\|9.30\|9.78\|9.24\|277489;2026-07-01\|9.64\|-0.10\|9.93\|10.16\|9.51\|321033;2026-07-02\|9.31\|-3.42\|9.63\|9.74\|9.30\|268910;2026-07-03\|10.24\|9.99\|9.32\|10.24\|9.27\|358278;2026-07-06\|10.27\|0.29\|10.17\|10.73\|9.91\|505229;2026-07-07\|9.97\|-2.92\|10.51\|10.74\|9.91\|349503;2026-07-08\|9.41\|-5.62\|9.97\|9.99\|9.28\|357731;2026-07-09\|9.55\|1.49\|9.46\|9.75\|9.15\|258495;2026-07-10\|9.30\|-2.62\|9.50\|9.83\|9.29\|279375
115678		与宇树科技合资+人形机器人+机器人零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据科创板日报2026年6月30日报道，宇树科技、晋拓股份等于6月29日共同成立上海拓天智联科技有限公司，其中晋拓股份持股60%，宇树科技持股10%；据中国新闻网2026年7月2日报道，中国证监会已同意宇树科技IPO注册。 2、据2026年4月23日年报，公司深耕机器人精密零部件领域逾十载，核心产品覆盖手臂、腿部、关节臂等关键结构件，已与国内头部企业建立合作关系，2026年将机器人零部件业务作为战略核心，抢抓人形机器人零部件规模化发展机遇。 3、据2026年4月23日年报及2026年4月30日公告，公司主营铝合金精密压铸件，形成了以汽车零部件为主，同时涵盖机器人及工业自动化零部件、卫星通信零部件的多元化产品结构，协作机器人客户包括UR、越疆、节卡等知名厂商。	公司机器人业务主要为国际知名品牌柔性机器人提供零部件；公司与施耐德、UR机器人等合作，向其供应伺服马达、感应器、机器关节所需要的零部件	2026-03-03\|21.28\|-5.46\|22.50\|22.85\|21.21\|58944;2026-03-04\|20.85\|-2.02\|20.71\|21.28\|20.60\|43634;2026-03-05\|20.90\|0.24\|21.14\|21.50\|20.79\|27522;2026-03-06\|21.22\|1.53\|20.78\|21.70\|20.75\|33360;2026-03-09\|21.12\|-0.47\|21.10\|21.29\|20.52\|38967;2026-03-10\|22.58\|6.91\|21.20\|22.73\|21.20\|64191;2026-03-11\|23.51\|4.12\|22.51\|24.05\|22.51\|130150;2026-03-12\|23.25\|-1.11\|23.49\|23.70\|23.12\|57338;2026-03-13\|22.61\|-2.75\|23.12\|23.35\|22.61\|46217;2026-03-16\|23.62\|4.47\|22.44\|23.86\|22.23\|58092;2026-03-17\|24.21\|2.50\|23.62\|24.90\|23.20\|121146;2026-03-18\|25.04\|3.43\|24.36\|25.10\|23.91\|82427;2026-03-19\|23.60\|-5.75\|24.58\|24.98\|23.48\|73219;2026-03-20\|23.71\|0.47\|24.33\|24.65\|23.60\|67681;2026-03-23\|24.78\|4.51\|24.19\|26.08\|24.19\|226323;2026-03-24\|25.26\|1.94\|25.38\|25.87\|23.64\|207180;2026-03-25\|25.05\|-0.83\|25.54\|25.77\|24.64\|102628;2026-03-26\|24.29\|-3.03\|25.05\|25.19\|24.00\|71942;2026-03-27\|24.00\|-1.19\|23.52\|24.36\|23.15\|73958;2026-03-30\|25.22\|5.08\|23.61\|25.80\|23.46\|112747;2026-03-31\|25.31\|0.36\|25.70\|26.08\|24.72\|78443;2026-04-01\|25.50\|0.75\|25.36\|25.83\|25.04\|63211;2026-04-02\|24.75\|-2.94\|25.48\|25.65\|24.57\|50839;2026-04-03\|23.81\|-3.80\|25.20\|25.20\|23.71\|48711;2026-04-07\|23.72\|-0.38\|23.94\|24.99\|23.53\|39400;2026-04-08\|26.09\|9.99\|24.26\|26.09\|23.87\|139986;2026-04-09\|26.30\|0.80\|26.00\|26.66\|25.80\|166976;2026-04-10\|26.07\|-0.87\|26.50\|26.90\|26.01\|94691;2026-04-13\|25.87\|-0.77\|25.80\|26.00\|25.33\|85595;2026-04-14\|25.60\|-1.04\|25.97\|26.20\|25.01\|70327;2026-04-15\|26.91\|5.12\|25.56\|28.16\|25.40\|192732;2026-04-16\|26.49\|-1.56\|26.90\|27.18\|25.89\|140766;2026-04-17\|26.20\|-1.09\|26.22\|26.66\|25.70\|139283;2026-04-20\|27.05\|3.24\|26.20\|28.10\|26.01\|212385;2026-04-21\|25.14\|-7.06\|27.00\|27.50\|24.50\|197858;2026-04-22\|25.59\|1.79\|24.94\|26.24\|24.48\|124388;2026-04-23\|23.95\|-6.41\|25.37\|25.60\|23.74\|143899;2026-04-24\|23.09\|-3.59\|23.90\|24.15\|22.76\|81225;2026-04-27\|25.40\|10.00\|22.95\|25.40\|22.77\|131994;2026-04-28\|25.06\|-1.34\|25.00\|26.07\|24.90\|126575;2026-04-29\|26.65\|6.34\|25.19\|27.07\|24.56\|133038;2026-04-30\|26.80\|0.56\|26.16\|27.20\|25.75\|95958;2026-05-06\|27.71\|3.40\|27.50\|29.00\|27.00\|138332;2026-05-07\|27.71\|0.00\|27.79\|28.35\|27.30\|105482;2026-05-08\|28.15\|1.59\|27.59\|28.68\|27.30\|85645;2026-05-11\|28.08\|-0.25\|27.71\|28.20\|27.40\|71916;2026-05-12\|30.89\|10.01\|28.16\|30.89\|28.16\|94936;2026-05-13\|30.73\|-0.52\|30.93\|31.30\|29.59\|215077;2026-05-14\|30.61\|-0.39\|30.20\|31.87\|30.20\|167024;2026-05-15\|30.47\|-0.46\|30.50\|31.46\|29.80\|182729;2026-05-18\|29.32\|-3.77\|30.17\|30.17\|29.00\|113584;2026-05-19\|28.64\|-2.32\|29.03\|29.64\|28.33\|96551;2026-05-20\|30.18\|5.38\|28.72\|30.57\|28.72\|125218;2026-05-21\|29.54\|-2.12\|30.78\|31.45\|29.49\|108034;2026-05-22\|29.76\|0.74\|29.48\|30.64\|28.83\|69921;2026-05-25\|31.01\|4.20\|29.50\|31.66\|29.50\|109967;2026-05-26\|28.46\|-8.22\|31.81\|32.60\|28.00\|164178;2026-05-27\|27.54\|-3.23\|28.51\|29.11\|27.04\|95958;2026-05-28\|28.00\|1.67\|27.54\|29.00\|26.85\|69294;2026-05-29\|27.20\|-2.86\|28.40\|28.52\|26.92\|58890;2026-06-01\|26.68\|-1.91\|26.54\|27.29\|26.45\|39805;2026-06-02\|26.50\|-0.67\|26.45\|26.78\|25.50\|51625;2026-06-03\|26.85\|1.32\|26.39\|27.94\|26.39\|49125;2026-06-04\|27.60\|2.79\|26.65\|28.26\|26.60\|63803;2026-06-05\|27.52\|-0.29\|28.00\|28.15\|26.28\|62254;2026-06-08\|28.57\|3.82\|26.29\|29.13\|26.29\|92447;2026-06-09\|31.43\|10.01\|31.00\|31.43\|30.00\|104153;2026-06-10\|31.00\|-1.37\|31.73\|32.24\|30.70\|162491;2026-06-11\|33.09\|6.74\|30.80\|33.78\|30.17\|179425;2026-06-12\|29.78\|-10.00\|33.09\|33.10\|29.78\|168885;2026-06-15\|30.37\|1.98\|30.00\|30.97\|29.39\|133785;2026-06-16\|31.63\|4.15\|30.11\|31.85\|30.00\|92632;2026-06-17\|33.13\|4.74\|31.31\|33.97\|30.80\|129284;2026-06-18\|36.44\|9.99\|33.79\|36.44\|33.01\|91703;2026-06-22\|36.93\|1.34\|37.10\|37.30\|34.50\|173880;2026-06-23\|37.00\|0.19\|36.50\|37.67\|35.74\|133311;2026-06-24\|36.22\|-2.11\|36.48\|37.80\|35.58\|101136;2026-06-25\|34.80\|-3.92\|36.22\|37.32\|34.22\|113658;2026-06-26\|33.97\|-2.39\|35.60\|35.60\|33.58\|97542;2026-06-29\|32.28\|-4.97\|33.40\|33.90\|30.87\|100764;2026-06-30\|35.51\|10.01\|32.30\|35.51\|31.80\|132762;2026-07-01\|33.16\|-6.62\|35.88\|36.65\|32.90\|117565;2026-07-02\|32.67\|-1.48\|32.61\|34.30\|32.16\|80438;2026-07-03\|35.94\|10.01\|33.35\|35.94\|33.01\|76752;2026-07-06\|39.53\|9.99\|37.34\|39.53\|37.00\|138060;2026-07-07\|37.04\|-6.30\|39.14\|42.29\|35.94\|328768;2026-07-08\|34.98\|-5.56\|36.65\|38.90\|34.80\|192537;2026-07-09\|34.44\|-1.54\|35.00\|36.38\|33.00\|130211;2026-07-10\|37.88\|9.99\|33.92\|37.88\|33.80\|120079
115677		氮化铝+碳陶制动盘+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6月18日公告，公司关注到市场对高纯氮化铝粉体产品关注度较高，目前正有序推进年产500吨高导热氮化铝粉体产能建设，但该产品客户导入和验证工作存在不确定性风险，尚未取得订单及形成收入，预计对公司2026年经营业绩不构成影响。 2、据2026年5月28日机构调研，公司长纤碳陶制动盘已实现对多家主机厂的批量交付，占据国内主机厂市场主要份额，其中公司独供前装标配碳陶制动盘的小米YU7 GT车型，起售价为38.99万元。 3、据2025年年度报告，公司“机器人用碳纤维复合材料产品开发与应用二期”项目已完成关键技术攻关，开发多种规格树脂基复合材料产品，可满足人形机器人轻量化、长寿命的技术需求；据2025年9月18日互动易，公司研发试制的碳基材料产品可满足机器人机身、传动等部件需求。	公司“机器人用碳纤维复合材料产品开发与应用二期”项目已完成关键技术攻关，开发多种规格的树脂基复合材料新产品，满足人形机器人轻量化、长寿命的技术需求	2026-03-03\|26.31\|-3.87\|27.37\|28.20\|26.21\|61013;2026-03-04\|25.40\|-3.46\|25.99\|26.44\|25.12\|62596;2026-03-05\|25.44\|0.16\|25.98\|26.40\|25.36\|45987;2026-03-06\|25.78\|1.34\|25.44\|26.03\|25.29\|31675;2026-03-09\|25.51\|-1.05\|25.46\|25.70\|24.86\|39293;2026-03-10\|26.16\|2.55\|25.66\|26.18\|25.65\|40588;2026-03-11\|26.34\|0.69\|26.27\|26.88\|26.10\|41653;2026-03-12\|26.75\|1.56\|26.35\|26.85\|26.25\|39616;2026-03-13\|26.68\|-0.26\|26.49\|27.42\|26.47\|42676;2026-03-16\|26.43\|-0.94\|26.60\|26.97\|26.26\|41453;2026-03-17\|25.56\|-3.29\|26.30\|26.89\|25.52\|38590;2026-03-18\|25.59\|0.12\|25.61\|25.86\|25.17\|30374;2026-03-19\|25.26\|-1.29\|25.30\|25.60\|25.01\|30097;2026-03-20\|24.65\|-2.41\|25.31\|26.15\|24.63\|82116;2026-03-23\|23.29\|-5.52\|24.20\|24.76\|23.18\|62582;2026-03-24\|23.74\|1.93\|23.56\|23.89\|22.52\|47664;2026-03-25\|23.85\|0.46\|23.69\|24.26\|23.69\|39838;2026-03-26\|23.33\|-2.18\|23.96\|24.10\|23.19\|30429;2026-03-27\|23.84\|2.19\|23.00\|24.05\|22.86\|36345;2026-03-30\|23.09\|-3.15\|23.70\|23.78\|22.80\|47122;2026-03-31\|22.23\|-3.72\|23.03\|23.33\|22.19\|37131;2026-04-01\|23.01\|3.51\|22.68\|23.03\|22.47\|40325;2026-04-02\|22.00\|-4.39\|23.00\|23.01\|21.81\|43601;2026-04-03\|21.20\|-3.64\|22.02\|22.10\|21.13\|38068;2026-04-07\|21.85\|3.07\|21.49\|22.08\|21.10\|36245;2026-04-08\|22.87\|4.67\|22.35\|22.91\|22.35\|39036;2026-04-09\|22.48\|-1.71\|22.80\|22.80\|22.26\|28428;2026-04-10\|22.77\|1.29\|22.63\|23.20\|22.57\|30404;2026-04-13\|23.11\|1.49\|22.66\|23.38\|22.53\|32761;2026-04-14\|23.44\|1.43\|23.24\|23.47\|23.07\|31635;2026-04-15\|23.30\|-0.60\|23.50\|23.65\|23.21\|26488;2026-04-16\|23.58\|1.20\|23.56\|23.74\|23.26\|29673;2026-04-17\|23.85\|1.15\|23.42\|24.08\|23.33\|31725;2026-04-20\|24.06\|0.88\|23.70\|24.18\|23.62\|31507;2026-04-21\|24.21\|0.62\|24.26\|24.80\|24.03\|46626;2026-04-22\|24.15\|-0.25\|24.28\|24.65\|23.98\|36760;2026-04-23\|23.67\|-1.99\|24.24\|24.26\|23.53\|46613;2026-04-24\|23.42\|-1.06\|23.60\|23.69\|22.98\|48624;2026-04-27\|24.86\|6.15\|23.40\|25.01\|23.33\|74260;2026-04-28\|24.42\|-1.77\|24.86\|25.76\|24.21\|48814;2026-04-29\|24.91\|2.01\|24.17\|25.26\|24.15\|52274;2026-04-30\|24.79\|-0.48\|24.70\|24.95\|24.51\|39984;2026-05-06\|25.02\|0.93\|24.78\|25.19\|24.65\|55906;2026-05-07\|25.45\|1.72\|25.02\|25.78\|25.02\|55623;2026-05-08\|25.11\|-1.34\|25.33\|25.45\|24.69\|63778;2026-05-11\|28.44\|13.26\|24.91\|28.50\|24.91\|164815;2026-05-12\|28.98\|1.90\|28.43\|29.25\|27.72\|128569;2026-05-13\|30.80\|6.28\|29.18\|31.06\|28.60\|177472;2026-05-14\|31.95\|3.73\|30.99\|33.33\|30.21\|245492;2026-05-15\|32.10\|0.47\|32.00\|33.25\|31.90\|196543;2026-05-18\|33.55\|4.52\|32.18\|34.27\|31.66\|193208;2026-05-19\|36.46\|8.67\|33.33\|36.60\|33.15\|188351;2026-05-20\|36.24\|-0.60\|36.07\|36.97\|35.50\|135910;2026-05-21\|34.72\|-4.19\|36.10\|37.50\|34.72\|168957;2026-05-22\|34.62\|-0.29\|35.37\|35.40\|33.78\|134016;2026-05-25\|34.47\|-0.43\|35.00\|35.67\|33.50\|115514;2026-05-26\|33.51\|-2.79\|34.13\|35.94\|32.88\|135142;2026-05-27\|32.81\|-2.09\|33.00\|33.96\|32.70\|93875;2026-05-28\|33.89\|3.29\|32.68\|34.29\|31.85\|121490;2026-05-29\|31.21\|-7.91\|33.88\|34.70\|30.98\|134952;2026-06-01\|30.06\|-3.68\|31.13\|31.59\|29.90\|96897;2026-06-02\|30.51\|1.50\|29.65\|31.33\|29.51\|93049;2026-06-03\|30.47\|-0.13\|30.60\|32.16\|30.05\|90771;2026-06-04\|34.00\|11.59\|29.99\|34.43\|29.99\|186137;2026-06-05\|34.28\|0.82\|33.20\|35.28\|32.79\|171420;2026-06-08\|31.96\|-6.77\|32.50\|33.60\|31.35\|126613;2026-06-09\|33.77\|5.66\|32.60\|34.00\|31.76\|136562;2026-06-10\|32.71\|-3.14\|33.03\|33.19\|32.01\|103985;2026-06-11\|34.59\|5.75\|32.53\|35.98\|32.01\|208742;2026-06-12\|33.90\|-1.99\|35.20\|38.55\|33.90\|260565;2026-06-15\|39.37\|16.14\|34.50\|39.80\|34.34\|252623;2026-06-16\|41.49\|5.38\|39.92\|41.49\|39.20\|246212;2026-06-17\|49.79\|20.00\|40.00\|49.79\|40.00\|346790;2026-06-18\|59.75\|20.00\|52.27\|59.75\|52.27\|305204;2026-06-22\|62.04\|3.83\|64.41\|66.00\|59.91\|516843;2026-06-23\|57.24\|-7.74\|60.80\|61.28\|55.55\|281613;2026-06-24\|56.82\|-0.73\|55.64\|57.80\|53.46\|316492;2026-06-25\|54.32\|-4.40\|55.38\|57.44\|52.58\|240393;2026-06-26\|50.73\|-6.61\|54.08\|54.20\|50.20\|177262;2026-06-29\|48.71\|-3.98\|50.70\|54.81\|47.72\|251787;2026-06-30\|49.45\|1.52\|48.23\|50.00\|47.46\|190069;2026-07-01\|50.08\|1.27\|50.50\|52.50\|48.38\|242991;2026-07-02\|47.67\|-4.81\|49.00\|51.05\|47.20\|181811;2026-07-03\|48.59\|1.93\|48.18\|50.86\|45.70\|219230;2026-07-06\|47.51\|-2.22\|48.84\|49.76\|45.92\|200604;2026-07-07\|43.35\|-8.76\|46.93\|47.93\|42.92\|209459;2026-07-08\|42.18\|-2.70\|43.66\|43.94\|40.80\|142471;2026-07-09\|45.50\|7.87\|42.47\|45.59\|42.40\|206799;2026-07-10\|44.50\|-2.20\|45.00\|46.74\|44.30\|15933802
115676	MPO、FAU、CPO等行业新技术受关注	商业航天+AI算力+高管增持+央企行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年5月7日互动易，公司商业航天产品已配套主流火箭及卫星重点型号，盈利水平稳定，具备在轨飞行经验，市场竞争力突出。 2、据2026年5月7日互动易，公司AI算力布局涵盖光模块精密组件、电源连接器、高速及液冷连接器，光模块组件业务增长迅速，电源连接器订单充足。 3、据2026年5月8日公告，7名高管近两日合计增持6.9万股，金额252万元，并承诺6个月不减持。 4、公司实控人为中国航空工业集团有限公司。	国内最大的军用光电连接器制造企业；公司主要产品包括电连接器、光器件及光电设备、线缆组件及集成产品、流体器件及液冷设备等，主要用于航空、航天等防务领域及民用高端制造领域；子公司深圳翔通光电主营光纤连接器、光纤适配器、光模块陶瓷插芯、光纤通信有源及无源器件产品等	2026-03-03\|34.93\|-4.20\|36.50\|36.56\|34.89\|464914;2026-03-04\|35.07\|0.40\|34.56\|35.27\|34.45\|272126;2026-03-05\|35.01\|-0.17\|35.22\|35.40\|34.76\|261249;2026-03-06\|35.29\|0.80\|35.00\|35.50\|34.80\|236542;2026-03-09\|34.42\|-2.47\|34.82\|34.83\|34.10\|289736;2026-03-10\|35.35\|2.70\|34.58\|35.61\|34.57\|366021;2026-03-11\|37.31\|5.54\|36.30\|37.68\|35.62\|1030688;2026-03-12\|37.78\|1.26\|37.08\|38.06\|36.88\|800623;2026-03-13\|35.56\|-5.88\|37.21\|37.30\|35.48\|693046;2026-03-16\|35.36\|-0.56\|35.50\|35.78\|34.85\|340637;2026-03-17\|34.60\|-2.15\|35.51\|35.58\|34.57\|310352;2026-03-18\|35.43\|2.40\|34.78\|35.49\|34.50\|311644;2026-03-19\|34.56\|-2.46\|34.90\|35.19\|34.35\|311312;2026-03-20\|33.53\|-2.98\|34.54\|34.64\|33.47\|325162;2026-03-23\|32.58\|-2.83\|32.82\|33.30\|32.38\|280834;2026-03-24\|33.05\|1.44\|32.91\|33.20\|32.35\|207968;2026-03-25\|33.73\|2.06\|33.15\|33.92\|33.13\|200900;2026-03-26\|33.39\|-1.01\|33.94\|33.95\|33.20\|172714;2026-03-27\|33.23\|-0.48\|33.00\|33.49\|32.83\|133428;2026-03-30\|33.95\|2.17\|32.82\|34.23\|32.76\|233934;2026-03-31\|33.80\|-0.44\|33.94\|34.39\|33.63\|172678;2026-04-01\|34.10\|0.89\|34.20\|34.26\|33.73\|186333;2026-04-02\|33.26\|-2.46\|33.88\|34.08\|33.20\|152687;2026-04-03\|33.09\|-0.51\|33.33\|33.50\|32.82\|161490;2026-04-07\|35.08\|6.01\|33.10\|35.33\|33.10\|543281;2026-04-08\|35.70\|1.77\|35.23\|35.96\|35.09\|436507;2026-04-09\|36.88\|3.31\|35.36\|37.45\|35.30\|747316;2026-04-10\|36.84\|-0.11\|36.80\|37.39\|36.38\|601742;2026-04-13\|36.74\|-0.27\|36.52\|37.49\|36.50\|329606;2026-04-14\|36.51\|-0.63\|36.93\|36.96\|36.31\|286502;2026-04-15\|35.87\|-1.75\|36.74\|36.90\|35.80\|267602;2026-04-16\|35.62\|-0.70\|35.90\|36.15\|35.50\|237349;2026-04-17\|35.66\|0.11\|35.55\|36.10\|35.10\|276183;2026-04-20\|36.71\|2.94\|35.66\|36.95\|35.65\|426389;2026-04-21\|36.44\|-0.74\|36.79\|36.81\|36.17\|239494;2026-04-22\|36.42\|-0.05\|36.20\|36.44\|35.95\|236067;2026-04-23\|35.85\|-1.57\|36.39\|36.73\|35.55\|250366;2026-04-24\|35.21\|-1.79\|35.84\|36.45\|35.18\|314347;2026-04-27\|36.94\|4.91\|34.60\|37.06\|34.20\|659725;2026-04-28\|35.54\|-3.79\|36.60\|36.65\|35.32\|354840;2026-04-29\|36.25\|2.00\|35.29\|36.48\|35.27\|270610;2026-04-30\|36.56\|0.86\|36.23\|37.22\|35.60\|338828;2026-05-06\|37.16\|1.64\|36.80\|37.50\|36.57\|485629;2026-05-07\|36.61\|-1.48\|37.24\|37.24\|36.42\|347834;2026-05-08\|36.92\|0.85\|36.51\|37.13\|36.10\|380847;2026-05-11\|40.61\|9.99\|37.68\|40.61\|37.68\|1098050;2026-05-12\|40.85\|0.59\|41.77\|42.50\|40.67\|1410756;2026-05-13\|41.90\|2.57\|40.82\|42.50\|40.71\|873659;2026-05-14\|40.38\|-3.63\|42.50\|42.80\|40.38\|570754;2026-05-15\|39.46\|-2.28\|40.37\|41.20\|39.10\|480661;2026-05-18\|39.34\|-0.30\|40.01\|40.58\|38.75\|456908;2026-05-19\|39.88\|1.37\|39.20\|40.11\|38.57\|439767;2026-05-20\|41.45\|3.94\|39.65\|41.90\|39.65\|676919;2026-05-21\|40.80\|-1.57\|41.55\|42.70\|40.70\|635466;2026-05-22\|41.27\|1.15\|41.07\|41.71\|40.80\|331266;2026-05-25\|41.00\|-0.65\|41.38\|41.45\|39.38\|568541;2026-05-26\|39.48\|-2.40\|40.45\|41.90\|38.95\|542479;2026-05-27\|38.71\|-1.95\|39.69\|40.70\|38.50\|436771;2026-05-28\|38.99\|0.72\|38.66\|39.57\|38.17\|412039;2026-05-29\|36.42\|-6.59\|39.00\|39.46\|36.15\|531072;2026-06-01\|35.84\|-1.59\|36.75\|37.18\|35.75\|363487;2026-06-02\|35.63\|-0.59\|35.90\|36.04\|34.79\|346106;2026-06-03\|36.92\|3.62\|36.01\|38.24\|36.01\|454799;2026-06-04\|39.22\|6.23\|36.51\|39.86\|36.30\|660014;2026-06-05\|37.78\|-3.67\|38.75\|39.37\|37.64\|449961;2026-06-08\|35.33\|-6.48\|36.77\|37.35\|35.12\|479001;2026-06-09\|37.14\|5.12\|35.87\|37.20\|35.34\|414086;2026-06-10\|37.16\|0.05\|37.05\|38.28\|36.01\|362139;2026-06-11\|36.50\|-1.78\|36.76\|37.09\|36.08\|263308;2026-06-12\|36.01\|-1.34\|37.21\|37.85\|35.88\|481929;2026-06-15\|38.19\|6.05\|36.30\|38.40\|35.93\|516881;2026-06-16\|38.11\|-0.21\|38.41\|38.98\|37.78\|347777;2026-06-17\|38.82\|1.86\|37.75\|40.15\|37.30\|552895;2026-06-18\|40.78\|5.05\|38.96\|41.25\|38.52\|766308;2026-06-22\|42.73\|4.78\|41.51\|43.00\|41.45\|801736;2026-06-23\|41.50\|-2.88\|42.74\|43.10\|40.89\|640713;2026-06-24\|41.99\|1.18\|41.20\|42.58\|40.51\|513272;2026-06-25\|42.34\|0.83\|42.12\|43.87\|41.80\|519381;2026-06-26\|42.69\|0.83\|43.03\|43.87\|42.19\|671782;2026-06-29\|44.10\|3.30\|43.10\|45.45\|43.03\|804023;2026-06-30\|46.20\|4.76\|44.36\|47.21\|43.23\|712669;2026-07-01\|44.60\|-3.46\|46.20\|46.57\|44.15\|662107;2026-07-02\|44.11\|-1.10\|43.38\|45.67\|42.01\|595319;2026-07-03\|42.35\|-3.99\|43.70\|44.44\|42.10\|464258;2026-07-06\|43.79\|3.40\|42.80\|45.19\|41.33\|570005;2026-07-07\|43.16\|-1.44\|43.50\|44.33\|42.75\|385335;2026-07-08\|41.22\|-4.49\|43.27\|44.32\|41.22\|469225;2026-07-09\|40.13\|-2.64\|41.29\|41.69\|38.70\|614042;2026-07-10\|39.10\|-2.57\|40.60\|41.60\|39.00\|627803
115675	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-03-03\|563.80\|-1.19\|570.80\|599.04\|563.28\|393101;2026-03-04\|539.00\|-4.40\|554.02\|563.50\|536.50\|307429;2026-03-05\|557.00\|3.34\|556.00\|585.00\|552.60\|379004;2026-03-06\|545.48\|-2.07\|553.00\|559.98\|537.06\|219668;2026-03-09\|525.99\|-3.57\|520.10\|528.30\|506.00\|314743;2026-03-10\|547.00\|3.99\|540.00\|548.98\|530.02\|283094;2026-03-11\|554.68\|1.40\|557.00\|568.90\|553.00\|238972;2026-03-12\|534.80\|-3.58\|557.25\|563.58\|528.50\|239117;2026-03-13\|542.02\|1.35\|526.50\|548.88\|525.01\|211982;2026-03-16\|561.70\|3.63\|549.05\|565.00\|540.32\|274320;2026-03-17\|543.00\|-3.33\|570.00\|577.88\|539.00\|300410;2026-03-18\|580.00\|6.81\|553.86\|582.05\|550.00\|377805;2026-03-19\|575.20\|-0.83\|580.00\|592.80\|569.90\|331408;2026-03-20\|612.00\|6.40\|605.00\|632.72\|604.10\|538539;2026-03-23\|599.62\|-2.02\|590.31\|618.10\|585.00\|378520;2026-03-24\|603.19\|0.60\|599.00\|605.00\|577.00\|282636;2026-03-25\|628.40\|4.18\|625.00\|635.00\|616.05\|335631;2026-03-26\|614.20\|-2.26\|626.89\|645.00\|612.83\|262769;2026-03-27\|598.00\|-2.64\|598.85\|609.88\|588.66\|224326;2026-03-30\|589.08\|-1.49\|585.00\|595.58\|579.00\|209255;2026-03-31\|569.41\|-3.34\|571.00\|585.90\|555.00\|261202;2026-04-01\|601.87\|5.70\|591.00\|602.00\|581.20\|255405;2026-04-02\|582.00\|-3.30\|593.01\|596.77\|578.69\|177310;2026-04-03\|606.52\|4.21\|600.00\|625.00\|594.35\|290271;2026-04-07\|619.53\|2.15\|608.00\|636.66\|597.70\|239031;2026-04-08\|688.14\|11.07\|653.53\|688.26\|643.00\|396630;2026-04-09\|693.02\|0.71\|682.00\|700.00\|678.01\|249619;2026-04-10\|734.65\|6.01\|700.00\|743.04\|694.01\|330801;2026-04-13\|738.00\|0.46\|738.80\|744.00\|714.23\|228876;2026-04-14\|773.00\|4.74\|750.00\|786.22\|748.78\|292668;2026-04-15\|779.98\|0.90\|787.00\|808.83\|766.00\|323452;2026-04-16\|809.61\|3.80\|772.37\|810.11\|762.35\|286570;2026-04-17\|851.00\|5.11\|841.00\|865.00\|820.24\|398572;2026-04-20\|850.00\|-0.12\|849.00\|878.98\|840.58\|272631;2026-04-21\|864.86\|1.75\|849.75\|868.00\|839.00\|251138;2026-04-22\|886.62\|2.52\|859.30\|893.20\|854.00\|294383;2026-04-23\|897.00\|1.17\|890.00\|919.99\|877.78\|309869;2026-04-24\|886.99\|-1.12\|900.25\|915.00\|854.53\|383884;2026-04-27\|857.03\|-3.38\|899.00\|900.00\|854.00\|318149;2026-04-28\|825.00\|-3.74\|854.00\|854.00\|821.00\|295109;2026-04-29\|846.00\|2.55\|816.23\|863.00\|816.23\|251731;2026-04-30\|857.50\|1.48\|863.66\|874.65\|845.00\|212710;2026-05-06\|856.00\|-0.17\|888.50\|889.00\|840.45\|309386;2026-05-07\|877.47\|2.51\|858.00\|889.15\|835.00\|277190;2026-05-08\|886.00\|0.97\|864.95\|898.95\|861.56\|197641;2026-05-11\|940.13\|6.11\|889.06\|946.79\|870.00\|322655;2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262
115674	MPO、FAU、CPO等行业新技术受关注	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	消息称鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台	2026-03-03\|54.88\|-1.17\|55.84\|57.80\|54.88\|1932188;2026-03-04\|53.76\|-2.04\|53.98\|55.16\|53.51\|1075282;2026-03-05\|55.10\|2.49\|54.79\|56.26\|54.33\|1362380;2026-03-06\|54.33\|-1.40\|54.80\|54.90\|53.80\|869298;2026-03-09\|52.79\|-2.83\|52.76\|52.94\|51.21\|1694578;2026-03-10\|54.36\|2.97\|53.63\|54.38\|53.40\|1173851;2026-03-11\|53.89\|-0.86\|54.70\|54.99\|53.60\|1220073;2026-03-12\|52.54\|-2.51\|53.90\|54.78\|52.22\|1410061;2026-03-13\|52.49\|-0.10\|52.02\|53.17\|52.01\|941798;2026-03-16\|52.70\|0.40\|52.18\|52.74\|51.50\|1010045;2026-03-17\|50.90\|-3.42\|52.99\|53.18\|50.87\|1319376;2026-03-18\|52.06\|2.28\|51.30\|52.14\|50.85\|1174776;2026-03-19\|50.46\|-3.07\|51.00\|51.29\|50.20\|1056018;2026-03-20\|50.30\|-0.32\|50.98\|52.45\|50.21\|1544521;2026-03-23\|47.60\|-5.37\|48.95\|49.09\|47.35\|1370951;2026-03-24\|48.84\|2.60\|48.57\|48.88\|47.49\|1107629;2026-03-25\|50.31\|3.01\|49.39\|51.00\|49.02\|1264703;2026-03-26\|49.74\|-1.13\|50.00\|51.50\|49.57\|1072890;2026-03-27\|49.53\|-0.42\|48.63\|49.90\|48.40\|784645;2026-03-30\|49.27\|-0.52\|48.46\|49.29\|48.33\|662624;2026-03-31\|51.46\|4.44\|49.00\|52.85\|48.53\|2386740;2026-04-01\|53.32\|3.61\|53.00\|53.50\|51.47\|2154300;2026-04-02\|52.00\|-2.48\|52.66\|54.45\|51.75\|1571751;2026-04-03\|52.18\|0.35\|52.60\|53.18\|52.00\|1045401;2026-04-07\|52.58\|0.77\|52.98\|54.00\|52.00\|1205864;2026-04-08\|56.61\|7.66\|54.16\|56.61\|53.38\|2517587;2026-04-09\|55.02\|-2.81\|55.00\|55.81\|54.80\|1553887;2026-04-10\|56.52\|2.73\|55.60\|57.27\|55.33\|1909441;2026-04-13\|55.70\|-1.45\|56.00\|56.55\|55.40\|1357149;2026-04-14\|58.92\|5.78\|56.47\|59.29\|56.13\|2549507;2026-04-15\|57.82\|-1.87\|59.36\|59.97\|57.20\|1973741;2026-04-16\|59.32\|2.59\|57.99\|59.99\|57.40\|1805236;2026-04-17\|60.97\|2.78\|59.60\|61.20\|58.98\|1878179;2026-04-20\|61.51\|0.89\|61.89\|63.33\|61.01\|2131508;2026-04-21\|61.41\|-0.16\|60.97\|61.50\|59.87\|1392037;2026-04-22\|66.89\|8.92\|61.19\|67.55\|61.03\|3160832;2026-04-23\|67.92\|1.54\|66.98\|69.10\|66.66\|2777453;2026-04-24\|65.01\|-4.28\|66.57\|67.21\|63.67\|2646640;2026-04-27\|67.25\|3.45\|66.01\|68.00\|65.38\|2358367;2026-04-28\|68.20\|1.41\|67.25\|68.99\|66.92\|2371396;2026-04-29\|66.26\|-2.84\|67.77\|67.77\|64.00\|2823039;2026-04-30\|62.88\|-5.10\|65.90\|66.20\|62.71\|2924075;2026-05-06\|63.08\|0.32\|63.28\|63.88\|61.74\|2652838;2026-05-07\|64.18\|1.74\|64.09\|64.59\|63.00\|2103300;2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384
115673	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	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	2026-03-03\|32.51\|-4.24\|33.93\|34.22\|32.38\|789445;2026-03-04\|32.06\|-1.38\|32.07\|32.75\|31.66\|610588;2026-03-05\|32.39\|1.03\|32.70\|32.95\|32.15\|475695;2026-03-06\|32.41\|0.06\|32.22\|32.58\|31.95\|409327;2026-03-09\|31.45\|-2.96\|31.70\|31.70\|30.60\|617820;2026-03-10\|32.56\|3.53\|32.01\|32.87\|32.00\|580495;2026-03-11\|32.49\|-0.21\|32.44\|33.29\|32.36\|544582;2026-03-12\|32.02\|-1.45\|32.33\|32.79\|31.72\|451199;2026-03-13\|31.51\|-1.59\|31.80\|32.03\|31.43\|360302;2026-03-16\|31.19\|-1.02\|31.50\|31.63\|30.63\|398318;2026-03-17\|30.56\|-2.02\|31.50\|31.77\|30.52\|441544;2026-03-18\|30.63\|0.23\|30.78\|30.87\|30.18\|392729;2026-03-19\|29.73\|-2.94\|30.12\|30.21\|29.54\|510770;2026-03-20\|29.35\|-1.28\|29.90\|30.18\|29.32\|431161;2026-03-23\|27.88\|-5.01\|28.80\|28.98\|27.60\|688094;2026-03-24\|28.00\|0.43\|28.38\|28.50\|27.26\|461653;2026-03-25\|29.40\|5.00\|28.30\|29.80\|28.30\|762030;2026-03-26\|28.95\|-1.53\|29.42\|30.10\|28.84\|610509;2026-03-27\|28.70\|-0.86\|28.51\|29.11\|28.28\|423583;2026-03-30\|28.30\|-1.39\|28.16\|28.35\|27.67\|492467;2026-03-31\|27.98\|-1.13\|28.31\|28.91\|27.97\|479032;2026-04-01\|28.62\|2.29\|28.74\|29.26\|28.37\|582477;2026-04-02\|27.48\|-3.98\|28.40\|28.49\|27.12\|527485;2026-04-03\|27.92\|1.60\|27.70\|28.65\|27.15\|587528;2026-04-07\|28.29\|1.33\|28.60\|29.19\|28.06\|682236;2026-04-08\|29.97\|5.94\|28.97\|29.97\|28.80\|1086302;2026-04-09\|29.67\|-1.00\|29.31\|30.19\|29.02\|776955;2026-04-10\|30.13\|1.55\|30.07\|30.79\|29.83\|918777;2026-04-13\|29.71\|-1.39\|29.75\|30.13\|29.45\|763049;2026-04-14\|30.15\|1.48\|30.07\|30.50\|29.76\|776606;2026-04-15\|29.59\|-1.86\|30.40\|30.52\|29.36\|807023;2026-04-16\|25.64\|-13.35\|26.99\|27.18\|24.94\|2448675;2026-04-17\|25.99\|1.37\|25.46\|26.50\|25.31\|1407541;2026-04-20\|27.20\|4.66\|26.88\|27.81\|26.88\|1571331;2026-04-21\|26.84\|-1.32\|27.06\|27.10\|26.32\|877209;2026-04-22\|27.25\|1.53\|26.60\|27.34\|26.57\|843336;2026-04-23\|26.60\|-2.39\|27.20\|27.32\|26.40\|729269;2026-04-24\|25.96\|-2.41\|26.44\|26.65\|25.60\|589932;2026-04-27\|26.71\|2.89\|25.93\|26.92\|25.89\|707392;2026-04-28\|25.62\|-4.08\|26.50\|26.56\|25.50\|726295;2026-04-29\|25.82\|0.78\|25.37\|25.91\|25.30\|528026;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
115672	MPO、FAU、CPO等行业新技术受关注	半导体测试+人形机器人+苹果订单行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月30日年报，公司2026年经营计划明确利用产业链协同优势布局人形机器人测试业务，相关执行器控制器模块测试设备已供货海外实验室。 2、据2026年4月30日年报，公司可为芯片、SiP、模块等提供ATE与PXIe架构半导体测试机，2025年研发投入3.94亿元，占营收21.6%，技术对标海外垄断机型。 3、据2026年4月30日年报，公司长期为苹果公司手机屏幕检测设备供应商，并与三星、LG、京东方等保持合作，产品覆盖手机、平板、手表、耳机等测试。	1、公司拟以现金2.06亿元收购武汉普赛斯39%股权，标的长期专注于光电测试仪器仪表与测试装备，产品覆盖示波器、源表、误码仪等光模块测试全品类产品； 2、公司人形机器人控制器模块测试设备已供货海外实验室，并计划2026年继续扩大该领域测试业务	2026-03-03\|30.89\|-7.10\|33.41\|33.70\|30.83\|58305;2026-03-04\|30.11\|-2.53\|30.75\|31.44\|30.00\|40732;2026-03-05\|34.55\|14.75\|30.65\|34.99\|30.65\|127721;2026-03-06\|32.86\|-4.89\|33.89\|34.59\|32.37\|94559;2026-03-09\|31.47\|-4.23\|26.30\|31.96\|26.30\|78191;2026-03-10\|32.31\|2.67\|32.11\|32.43\|31.80\|49794;2026-03-11\|35.81\|10.83\|32.44\|38.50\|32.24\|167619;2026-03-12\|34.58\|-3.43\|36.20\|36.21\|34.24\|91549;2026-03-13\|33.15\|-4.14\|34.72\|35.00\|33.10\|60933;2026-03-16\|33.54\|1.18\|33.11\|34.19\|32.15\|51992;2026-03-17\|31.83\|-5.10\|33.73\|33.80\|31.81\|49139;2026-03-18\|32.77\|2.95\|32.47\|32.80\|31.70\|40812;2026-03-19\|31.39\|-4.21\|32.25\|32.57\|31.00\|44238;2026-03-20\|30.43\|-3.06\|31.55\|32.08\|30.33\|41345;2026-03-23\|28.19\|-7.36\|30.31\|30.31\|27.83\|60828;2026-03-24\|30.00\|6.42\|29.39\|30.27\|28.18\|50337;2026-03-25\|30.84\|2.80\|30.00\|31.49\|30.00\|39413;2026-03-26\|30.16\|-2.20\|30.68\|31.44\|29.93\|32195;2026-03-27\|30.30\|0.46\|29.52\|30.50\|29.50\|22683;2026-03-30\|30.60\|0.99\|30.29\|31.17\|29.27\|29517;2026-03-31\|30.29\|-1.01\|30.51\|31.69\|30.21\|32357;2026-04-01\|31.71\|4.69\|31.00\|32.17\|30.71\|36793;2026-04-02\|32.67\|3.03\|31.37\|34.17\|31.30\|79428;2026-04-03\|34.97\|7.04\|32.99\|35.47\|32.59\|87291;2026-04-07\|37.35\|6.81\|35.10\|38.20\|34.83\|94343;2026-04-08\|38.96\|4.31\|37.71\|39.72\|36.55\|134382;2026-04-09\|41.90\|7.55\|38.76\|42.41\|38.35\|142101;2026-04-10\|39.80\|-5.01\|42.32\|42.40\|39.29\|107352;2026-04-13\|40.90\|2.76\|40.60\|42.38\|40.00\|87845;2026-04-14\|42.41\|3.69\|41.32\|43.28\|40.99\|105462;2026-04-15\|41.62\|-1.86\|42.44\|42.93\|41.40\|65654;2026-04-16\|40.84\|-1.87\|41.30\|41.88\|40.29\|80701;2026-04-17\|44.50\|8.96\|40.86\|45.79\|40.53\|137483;2026-04-20\|43.85\|-1.46\|44.48\|45.30\|43.25\|98144;2026-04-21\|44.14\|0.66\|43.55\|45.11\|42.68\|79346;2026-04-22\|47.52\|7.66\|43.84\|49.12\|43.56\|131518;2026-04-23\|46.07\|-3.05\|47.52\|48.50\|44.60\|125890;2026-04-24\|50.55\|9.72\|50.70\|54.23\|49.31\|268480;2026-04-27\|60.66\|20.00\|52.25\|60.66\|51.98\|264377;2026-04-28\|58.86\|-2.97\|59.80\|61.20\|55.80\|267456;2026-04-29\|55.00\|-6.56\|57.69\|59.48\|54.80\|194958;2026-04-30\|52.91\|-3.80\|55.80\|55.99\|52.28\|232891;2026-05-06\|52.53\|-0.72\|53.09\|54.77\|51.75\|143966;2026-05-07\|56.86\|8.24\|51.58\|58.00\|50.71\|236613;2026-05-08\|63.90\|12.38\|57.43\|64.33\|56.95\|247863;2026-05-11\|61.65\|-3.52\|63.00\|63.30\|61.03\|185309;2026-05-12\|62.68\|1.67\|61.69\|63.53\|60.46\|173277;2026-05-13\|62.41\|-0.43\|61.00\|62.64\|58.95\|215141;2026-05-14\|59.80\|-4.18\|60.01\|62.50\|59.00\|172191;2026-05-15\|57.99\|-3.03\|59.50\|59.90\|56.80\|143244;2026-05-18\|57.21\|-1.35\|56.84\|59.85\|56.55\|106509;2026-05-19\|57.15\|-0.10\|56.83\|57.69\|54.95\|112313;2026-05-20\|61.31\|7.28\|56.58\|63.53\|56.58\|182652;2026-05-21\|66.77\|8.91\|63.50\|71.98\|63.50\|230531;2026-05-22\|68.79\|3.03\|67.44\|70.10\|65.20\|155807;2026-05-25\|82.55\|20.00\|75.10\|82.55\|75.10\|160071;2026-05-26\|80.68\|-2.27\|83.26\|85.45\|79.80\|243159;2026-05-27\|77.34\|-4.14\|79.15\|82.21\|76.64\|159017;2026-05-28\|75.19\|-2.78\|76.55\|76.99\|71.58\|166986;2026-05-29\|71.45\|-4.97\|75.93\|77.80\|70.71\|127423;2026-06-01\|69.70\|-2.45\|71.50\|73.99\|67.26\|133666;2026-06-02\|70.86\|1.66\|69.57\|72.23\|65.77\|148626;2026-06-03\|70.45\|-0.58\|70.55\|73.50\|69.00\|123026;2026-06-04\|75.19\|6.73\|69.68\|75.48\|68.48\|131414;2026-06-05\|69.40\|-7.70\|73.69\|73.88\|68.97\|133083;2026-06-08\|63.58\|-8.39\|62.50\|66.49\|62.10\|131363;2026-06-09\|64.69\|1.75\|64.35\|65.74\|62.28\|119378;2026-06-10\|62.14\|-3.94\|62.51\|64.20\|60.93\|77416;2026-06-11\|60.00\|-3.44\|61.30\|62.24\|58.99\|112341;2026-06-12\|58.74\|-2.10\|63.00\|63.00\|58.30\|86344;2026-06-15\|61.95\|5.46\|59.59\|62.97\|59.14\|102420;2026-06-16\|70.64\|14.03\|62.21\|71.15\|61.43\|170326;2026-06-17\|73.69\|4.32\|68.02\|75.50\|68.02\|160273;2026-06-18\|81.09\|10.04\|72.50\|82.12\|72.06\|187303;2026-06-22\|79.50\|-1.96\|81.00\|83.22\|76.07\|170013;2026-06-23\|81.98\|3.12\|79.11\|84.98\|76.00\|163602;2026-06-24\|89.99\|9.77\|82.00\|93.33\|79.18\|160119;2026-06-25\|92.54\|2.83\|87.00\|93.00\|86.30\|133013;2026-06-26\|87.66\|-5.27\|91.44\|94.07\|87.00\|101033;2026-06-29\|82.00\|-6.46\|91.21\|91.25\|80.50\|129070;2026-06-30\|85.70\|4.51\|82.53\|87.58\|81.00\|83473;2026-07-01\|79.20\|-7.58\|86.42\|86.42\|78.77\|121387;2026-07-02\|73.30\|-7.45\|78.00\|79.15\|73.03\|104150;2026-07-03\|72.58\|-0.98\|73.30\|77.90\|71.33\|89137;2026-07-06\|68.00\|-6.31\|73.40\|74.44\|67.28\|100328;2026-07-07\|66.67\|-1.96\|68.80\|68.80\|65.11\|69842;2026-07-08\|65.16\|-2.26\|68.20\|69.23\|63.50\|67420;2026-07-09\|68.11\|4.61\|66.36\|68.41\|63.06\|78231;2026-07-10\|64.38\|-5.48\|69.47\|70.19\|64.13\|8906980
115671	MPO、FAU、CPO等行业新技术受关注	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	1、轨道交通减振降噪行业龙头；公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，依托其激光隐形切割技术向光纤及配套半导体器件加工领域延伸，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线； 2、公司成立通创九州金刚石提前布局契合国家战略的功能性金刚石蓝海市场	2026-03-03\|25.14\|-5.49\|26.31\|26.58\|24.80\|38817;2026-03-04\|25.68\|2.15\|24.76\|25.97\|24.04\|23500;2026-03-05\|26.17\|1.91\|25.68\|27.02\|25.68\|33600;2026-03-06\|25.16\|-3.86\|26.25\|27.31\|24.99\|63479;2026-03-09\|25.80\|2.54\|25.18\|26.39\|23.92\|59613;2026-03-10\|26.55\|2.91\|26.74\|26.76\|25.57\|31032;2026-03-11\|25.01\|-5.80\|26.55\|26.68\|25.01\|37359;2026-03-12\|24.50\|-2.04\|25.01\|25.34\|24.08\|46724;2026-03-13\|24.30\|-0.82\|24.12\|25.08\|23.78\|30024;2026-03-16\|23.42\|-3.62\|24.29\|25.04\|23.00\|37101;2026-03-17\|23.21\|-0.90\|23.43\|23.99\|22.81\|34731;2026-03-18\|25.76\|10.99\|22.91\|25.90\|22.91\|49165;2026-03-19\|24.35\|-5.47\|25.81\|25.81\|23.80\|41684;2026-03-20\|24.61\|1.07\|24.13\|26.12\|24.13\|41989;2026-03-23\|22.92\|-6.87\|24.50\|24.50\|22.30\|44357;2026-03-24\|25.82\|12.65\|22.94\|25.82\|22.94\|78025;2026-03-25\|26.25\|1.67\|25.89\|27.08\|25.60\|38382;2026-03-26\|26.15\|-0.38\|26.34\|26.86\|25.84\|42967;2026-03-27\|28.73\|9.87\|26.14\|29.20\|25.50\|68158;2026-03-30\|26.82\|-6.65\|26.78\|30.17\|22.98\|180320;2026-03-31\|24.70\|-7.90\|26.31\|26.32\|24.07\|85073;2026-04-01\|24.82\|0.49\|24.33\|25.80\|24.01\|66343;2026-04-02\|26.08\|5.08\|24.50\|26.68\|24.47\|78727;2026-04-03\|31.30\|20.02\|27.81\|31.30\|26.15\|211293;2026-04-07\|33.51\|7.06\|31.20\|34.37\|29.68\|191553;2026-04-08\|40.21\|19.99\|34.18\|40.21\|34.18\|146299;2026-04-09\|39.70\|-1.27\|41.25\|43.99\|38.71\|259093;2026-04-10\|40.50\|2.02\|38.90\|41.60\|38.00\|186253;2026-04-13\|44.30\|9.38\|40.49\|44.37\|38.80\|151033;2026-04-14\|42.81\|-3.36\|44.31\|45.98\|42.05\|136730;2026-04-15\|42.01\|-1.87\|41.56\|43.66\|41.10\|100643;2026-04-16\|43.32\|3.12\|42.13\|43.79\|40.64\|119686;2026-04-17\|43.50\|0.42\|44.03\|49.58\|43.15\|151453;2026-04-20\|43.14\|-0.83\|44.36\|46.34\|41.00\|141681;2026-04-21\|45.68\|5.89\|42.80\|47.56\|41.20\|144398;2026-04-22\|47.55\|4.09\|44.80\|49.69\|43.80\|140662;2026-04-23\|44.75\|-5.89\|46.98\|48.59\|44.10\|122399;2026-04-24\|44.63\|-0.27\|43.94\|46.80\|43.41\|105906;2026-04-27\|48.00\|7.55\|44.32\|49.60\|43.06\|135087;2026-04-28\|48.30\|0.62\|48.50\|50.00\|47.20\|153894;2026-04-29\|54.20\|12.22\|48.00\|55.58\|47.47\|152030;2026-04-30\|55.20\|1.84\|54.30\|56.91\|52.58\|126943;2026-05-06\|56.10\|1.63\|56.65\|57.59\|52.02\|132403;2026-05-07\|59.96\|6.88\|55.09\|61.68\|53.00\|141146;2026-05-08\|63.99\|6.72\|58.49\|64.71\|58.49\|109900;2026-05-11\|63.42\|-0.89\|65.27\|67.00\|61.87\|107776;2026-05-12\|60.39\|-4.78\|63.42\|63.87\|60.18\|82169;2026-05-13\|59.30\|-1.80\|59.89\|60.58\|57.11\|89930;2026-05-14\|59.21\|-0.15\|60.71\|62.88\|58.58\|76925;2026-05-15\|56.18\|-5.12\|58.83\|60.66\|53.58\|110600;2026-05-18\|54.39\|-3.19\|55.50\|57.53\|53.72\|78931;2026-05-19\|55.55\|2.13\|54.99\|57.86\|52.62\|92203;2026-05-20\|59.80\|7.65\|54.63\|60.00\|52.00\|107880;2026-05-21\|54.86\|-8.26\|61.00\|61.00\|54.66\|101945;2026-05-22\|56.05\|2.17\|55.00\|58.91\|54.00\|76884;2026-05-25\|55.19\|-1.53\|56.50\|56.97\|50.13\|100421;2026-05-26\|58.76\|6.47\|55.00\|59.40\|52.88\|88532;2026-05-27\|54.21\|-7.74\|58.00\|59.96\|53.94\|80920;2026-05-28\|55.89\|3.10\|53.25\|56.86\|53.09\|60234;2026-05-29\|53.31\|-4.62\|56.00\|61.19\|52.90\|85591;2026-06-01\|50.65\|-4.99\|52.92\|53.55\|50.00\|58910;2026-06-02\|52.73\|4.11\|50.35\|54.69\|49.00\|58703;2026-06-03\|54.98\|4.27\|54.00\|57.50\|51.60\|89311;2026-06-04\|52.60\|-4.33\|53.70\|55.70\|50.50\|70428;2026-06-05\|52.20\|-0.76\|51.85\|54.39\|50.10\|50969;2026-06-08\|46.64\|-10.65\|50.00\|51.00\|46.47\|65274;2026-06-09\|47.36\|1.54\|48.00\|48.50\|45.88\|52765;2026-06-10\|56.83\|20.00\|47.35\|56.83\|44.78\|129758;2026-06-11\|52.41\|-7.78\|55.82\|55.88\|51.60\|103887;2026-06-12\|48.80\|-6.89\|52.70\|54.60\|48.73\|68017;2026-06-15\|51.13\|4.77\|49.28\|51.88\|48.01\|58550;2026-06-16\|52.14\|1.98\|50.96\|52.50\|50.05\|56585;2026-06-17\|56.58\|8.52\|51.50\|56.99\|51.50\|82050;2026-06-18\|67.90\|20.01\|57.88\|67.90\|56.71\|131170;2026-06-22\|72.27\|6.44\|71.47\|73.00\|67.99\|118735;2026-06-23\|69.99\|-3.15\|72.87\|74.00\|69.00\|98165;2026-06-24\|70.20\|0.30\|70.00\|71.00\|66.81\|69671;2026-06-25\|67.06\|-4.47\|70.20\|71.96\|66.83\|73182;2026-06-26\|62.91\|-6.19\|65.80\|65.99\|62.00\|58435;2026-06-29\|61.15\|-2.80\|62.21\|63.22\|58.00\|54110;2026-06-30\|64.06\|4.76\|61.00\|64.50\|59.62\|53101;2026-07-01\|65.01\|1.48\|65.27\|68.88\|63.31\|63350;2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|4778441
115670	MPO、FAU、CPO等行业新技术受关注	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-03-03\|77.90\|-2.62\|81.89\|83.21\|77.85\|115732;2026-03-04\|78.36\|0.59\|76.32\|79.35\|75.92\|78851;2026-03-05\|81.38\|3.85\|80.00\|84.20\|78.09\|110758;2026-03-06\|80.85\|-0.65\|82.01\|83.60\|78.68\|99762;2026-03-09\|76.40\|-5.50\|77.50\|77.55\|72.77\|140698;2026-03-10\|80.00\|4.71\|77.78\|81.20\|77.57\|114326;2026-03-11\|81.16\|1.45\|80.00\|84.79\|80.00\|141957;2026-03-12\|84.97\|4.69\|81.06\|85.51\|80.07\|155708;2026-03-13\|83.80\|-1.38\|83.30\|88.07\|83.30\|157632;2026-03-16\|86.03\|2.66\|83.75\|86.10\|80.13\|122028;2026-03-17\|77.48\|-9.94\|85.00\|85.00\|77.43\|151138;2026-03-18\|78.00\|0.67\|77.48\|78.87\|76.00\|78990;2026-03-19\|75.98\|-2.59\|76.56\|78.18\|75.30\|65848;2026-03-20\|80.35\|5.75\|77.18\|83.58\|77.16\|205136;2026-03-23\|74.25\|-7.59\|76.50\|79.12\|74.05\|153150;2026-03-24\|75.33\|1.45\|75.50\|75.83\|71.88\|94926;2026-03-25\|81.25\|7.86\|79.01\|82.86\|78.64\|186280;2026-03-26\|78.40\|-3.51\|81.70\|81.77\|78.40\|99683;2026-03-27\|77.90\|-0.64\|77.52\|80.46\|75.23\|93824;2026-03-30\|79.07\|1.50\|77.50\|80.88\|76.71\|87190;2026-03-31\|75.05\|-5.08\|78.00\|78.51\|74.25\|110489;2026-04-01\|79.52\|5.96\|78.00\|80.70\|77.30\|133032;2026-04-02\|80.52\|1.26\|79.98\|83.96\|79.06\|121442;2026-04-03\|88.57\|10.00\|82.60\|88.57\|81.60\|189033;2026-04-07\|91.65\|3.48\|90.34\|93.00\|89.68\|267634;2026-04-08\|93.39\|1.90\|93.50\|95.32\|89.80\|240305;2026-04-09\|96.47\|3.30\|92.00\|100.03\|91.50\|200617;2026-04-10\|95.98\|-0.51\|96.00\|99.85\|95.29\|162764;2026-04-13\|104.10\|8.46\|96.05\|104.99\|96.05\|192571;2026-04-14\|104.40\|0.29\|105.00\|106.30\|101.45\|156836;2026-04-15\|103.29\|-1.06\|104.85\|108.40\|102.33\|141027;2026-04-16\|102.25\|-1.01\|102.60\|103.29\|99.67\|122212;2026-04-17\|112.48\|10.00\|102.93\|112.48\|102.93\|145265;2026-04-20\|119.01\|5.81\|120.30\|123.00\|117.30\|181607;2026-04-21\|122.50\|2.93\|118.50\|127.95\|117.87\|146786;2026-04-22\|125.40\|2.37\|123.12\|127.23\|121.50\|134848;2026-04-23\|124.78\|-0.49\|126.12\|133.08\|122.88\|162936;2026-04-24\|127.79\|2.41\|125.85\|130.20\|124.59\|149800;2026-04-27\|126.90\|-0.70\|127.80\|130.00\|120.00\|136695;2026-04-28\|127.50\|0.47\|126.50\|131.50\|124.09\|116496;2026-04-29\|123.93\|-2.80\|124.21\|127.39\|121.00\|131090;2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588
115669	MPO、FAU、CPO等行业新技术受关注	英伟达电感+光模块+深圳国资行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月5日股票交易异常波动公告，公司已获得英伟达平台研发项目的开放权限，目前部分一体成型和高算力用铜铁共烧电感料号已实现小批量试产；据2026年5月31日投资者关系管理信息，公司直接与英伟达开展合作，主要产品为功率电感。 2、据2026年6月5日股票交易异常波动公告，Bias-Tee模块是公司在光模块市场领域持续推广的主力产品之一，磁珠可适用于光模块应用场景；据2026年5月29日互动易，公司Bias-Tee模块、磁珠和电感等相关产品已经直接或间接供货给光模块客户。 3、据2026年4月21日年报及互动易，公司的最终控制人为深圳市国有资产监督管理委员会，属于国有企业。	1、公司直接与英伟达开展合作，主要产品为功率电感；公司AI业务主要围绕Nvidia、Google等国内外算力及服务器大客户推进； 2、CPU与GPU电感是公司重点开发的产品，光模块电感更是损耗要求极端极致的产品，公司的非晶纳米晶材料在其中起到了关键作用，目前该部分电感市场需求旺盛，排产饱和，不排除提价的可能性	2026-03-03\|14.23\|3.34\|14.47\|15.47\|14.17\|1438077;2026-03-04\|14.06\|-1.19\|14.20\|14.61\|13.88\|833954;2026-03-05\|13.99\|-0.50\|14.40\|14.55\|13.84\|659571;2026-03-06\|13.97\|-0.14\|13.77\|14.21\|13.66\|449442;2026-03-09\|13.38\|-4.22\|13.53\|13.58\|12.85\|613704;2026-03-10\|13.96\|4.33\|13.60\|14.20\|13.59\|506952;2026-03-11\|14.08\|0.86\|13.91\|14.39\|13.91\|454288;2026-03-12\|13.66\|-2.98\|14.00\|14.01\|13.47\|366714;2026-03-13\|13.43\|-1.68\|13.59\|13.83\|13.39\|283882;2026-03-16\|13.61\|1.34\|13.34\|13.63\|13.07\|287103;2026-03-17\|13.06\|-4.04\|13.65\|13.94\|13.03\|280327;2026-03-18\|13.91\|6.51\|13.48\|14.00\|13.26\|561591;2026-03-19\|13.29\|-4.46\|13.63\|13.70\|13.20\|389728;2026-03-20\|12.86\|-3.24\|13.48\|13.57\|12.86\|364461;2026-03-23\|11.78\|-8.40\|12.48\|12.65\|11.62\|512995;2026-03-24\|12.00\|1.87\|12.08\|12.16\|11.49\|434561;2026-03-25\|12.09\|0.75\|12.12\|12.39\|12.03\|314155;2026-03-26\|11.59\|-4.14\|12.00\|12.07\|11.54\|292842;2026-03-27\|11.48\|-0.95\|11.41\|11.64\|11.21\|269125;2026-03-30\|11.42\|-0.52\|11.24\|11.46\|11.02\|258699;2026-03-31\|11.13\|-2.54\|11.42\|11.51\|11.10\|243603;2026-04-01\|11.42\|2.61\|11.40\|11.65\|11.36\|249374;2026-04-02\|10.97\|-3.94\|11.38\|11.38\|10.90\|243307;2026-04-03\|10.90\|-0.64\|11.08\|11.12\|10.88\|176551;2026-04-07\|11.14\|2.20\|11.01\|11.20\|10.94\|220171;2026-04-08\|11.80\|5.92\|11.47\|11.84\|11.39\|423185;2026-04-09\|11.71\|-0.76\|11.59\|11.82\|11.57\|281957;2026-04-10\|11.91\|1.71\|11.85\|12.10\|11.83\|252921;2026-04-13\|12.21\|2.52\|11.80\|12.48\|11.78\|314360;2026-04-14\|12.38\|1.39\|12.28\|12.50\|12.18\|278540;2026-04-15\|12.23\|-1.21\|12.45\|12.62\|12.19\|237162;2026-04-16\|12.41\|1.47\|12.22\|12.45\|12.19\|197984;2026-04-17\|12.55\|1.13\|12.36\|12.65\|12.34\|199184;2026-04-20\|12.44\|-0.88\|12.50\|12.65\|12.42\|214921;2026-04-21\|12.22\|-1.77\|12.35\|12.36\|12.09\|242066;2026-04-22\|12.72\|4.09\|12.35\|12.99\|12.22\|490988;2026-04-23\|12.05\|-5.27\|12.50\|12.56\|11.91\|468822;2026-04-24\|11.89\|-1.33\|12.14\|12.34\|11.77\|269001;2026-04-27\|12.68\|6.64\|12.21\|13.14\|12.20\|558234;2026-04-28\|12.51\|-1.34\|12.58\|12.71\|12.36\|333973;2026-04-29\|12.57\|0.48\|12.41\|12.72\|12.40\|285585;2026-04-30\|12.46\|-0.88\|12.55\|12.74\|12.37\|267991;2026-05-06\|12.80\|2.73\|12.60\|12.93\|12.60\|355125;2026-05-07\|13.10\|2.34\|12.81\|13.17\|12.69\|437612;2026-05-08\|13.10\|0.00\|13.00\|13.14\|12.85\|324713;2026-05-11\|13.39\|2.21\|13.14\|13.41\|13.10\|487111;2026-05-12\|13.50\|0.82\|13.39\|13.72\|13.21\|482739;2026-05-13\|13.64\|1.04\|13.30\|13.68\|13.22\|440309;2026-05-14\|13.25\|-2.86\|13.72\|13.77\|13.20\|438122;2026-05-15\|13.13\|-0.91\|13.37\|13.51\|13.02\|401164;2026-05-18\|13.43\|2.28\|13.41\|13.60\|13.18\|432627;2026-05-19\|13.92\|3.65\|13.36\|13.93\|13.32\|612000;2026-05-20\|13.97\|0.36\|14.08\|14.25\|13.75\|674211;2026-05-21\|13.35\|-4.44\|14.16\|14.35\|13.30\|722511;2026-05-22\|14.13\|5.84\|13.63\|14.20\|13.55\|692697;2026-05-25\|14.99\|6.09\|13.80\|15.13\|13.67\|1357468;2026-05-26\|14.60\|-2.60\|14.72\|15.28\|14.38\|1047233;2026-05-27\|14.58\|-0.14\|14.60\|15.02\|14.30\|835193;2026-05-28\|15.22\|4.39\|14.32\|15.43\|14.11\|1054845;2026-05-29\|14.59\|-4.14\|15.53\|16.25\|14.48\|1062267;2026-06-01\|15.46\|5.96\|15.55\|16.50\|15.36\|1404086;2026-06-02\|16.31\|5.50\|15.80\|16.73\|15.57\|1495485;2026-06-03\|17.99\|10.30\|16.12\|18.72\|15.92\|1913890;2026-06-04\|19.47\|8.23\|17.70\|19.66\|17.68\|1974493;2026-06-05\|22.28\|14.43\|19.45\|23.36\|19.44\|2692560;2026-06-08\|23.14\|3.86\|23.60\|25.33\|22.88\|2505646;2026-06-09\|24.25\|5.30\|23.49\|24.81\|22.01\|2242932;2026-06-10\|22.08\|-8.95\|23.76\|24.09\|21.85\|1667402;2026-06-11\|20.81\|-5.75\|21.69\|22.80\|20.46\|1758188;2026-06-12\|19.58\|-5.91\|21.45\|21.86\|19.40\|1552803;2026-06-15\|20.83\|6.38\|20.01\|21.63\|20.00\|1364360;2026-06-16\|22.66\|8.79\|20.84\|23.87\|20.84\|1832430;2026-06-17\|23.13\|2.07\|22.73\|23.49\|22.07\|1752364;2026-06-18\|27.76\|20.02\|22.99\|27.76\|22.91\|1803893;2026-06-22\|31.63\|13.94\|31.04\|32.27\|29.01\|2650028;2026-06-23\|32.03\|1.26\|30.70\|33.37\|30.11\|2035396;2026-06-24\|31.12\|-2.84\|31.56\|33.00\|29.70\|1799341;2026-06-25\|30.08\|-3.34\|30.70\|31.66\|29.51\|1760058;2026-06-26\|31.00\|3.06\|30.59\|33.30\|30.59\|1866040;2026-06-29\|29.59\|-4.55\|31.60\|32.50\|28.66\|1693081;2026-06-30\|29.63\|0.14\|29.05\|30.23\|28.13\|1332502;2026-07-01\|31.80\|7.32\|30.50\|31.89\|29.20\|1764097;2026-07-02\|28.25\|-11.16\|29.94\|30.43\|27.91\|1589671;2026-07-03\|26.18\|-7.33\|28.18\|28.50\|26.11\|1459804;2026-07-06\|23.87\|-8.82\|26.55\|26.78\|23.60\|1260388;2026-07-07\|22.92\|-3.98\|23.46\|24.27\|22.35\|814346;2026-07-08\|21.39\|-6.68\|23.25\|23.39\|21.20\|828145;2026-07-09\|22.22\|3.88\|21.81\|22.58\|20.70\|988085;2026-07-10\|20.62\|-7.20\|22.83\|23.18\|20.59\|1089884
115668	MPO、FAU、CPO等行业新技术受关注	定增+高速通信芯片+人形机器人行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据2026年6月4日及6月10日异常波动公告与互动易，公司近期披露拟向特定对象发行股票募资不超13.61亿元，用于面向数据中心与汽车场景的新一代高速通信芯片研发及产业化项目，该定增事项已通过股东会审议，目前处于推进阶段。 2、据2025年年度报告，公司基于以太网物理层芯片技术积累，已开发适配机器人运动控制的通信产品，当前应用于工业协作机器人及人形机器人原型机通信模块。 3、据2025年年度报告及2026年一季报，公司2025年营收6.17亿元，同比增长55.62%；2026年一季度营收1.42亿元，同比增长74.83%，网通及车载多款芯片持续放量。	已在DSP技术方向构建了自适应均衡、时钟恢复等核心算法的技术储备	2026-03-03\|129.98\|-6.92\|139.75\|140.97\|129.23\|34532;2026-03-04\|127.03\|-2.27\|128.26\|133.67\|126.60\|25230;2026-03-05\|126.98\|-0.04\|129.98\|131.76\|125.50\|21480;2026-03-06\|129.95\|2.34\|125.50\|133.49\|125.50\|20355;2026-03-09\|128.23\|-1.32\|123.96\|129.63\|120.65\|23233;2026-03-10\|133.16\|3.84\|129.96\|135.21\|129.10\|21206;2026-03-11\|128.52\|-3.48\|134.10\|135.78\|128.47\|22676;2026-03-12\|127.64\|-0.68\|128.36\|132.00\|125.62\|18659;2026-03-13\|129.20\|1.22\|125.92\|135.66\|122.98\|29522;2026-03-16\|126.78\|-1.87\|128.29\|128.88\|123.27\|19657;2026-03-17\|121.43\|-4.22\|127.00\|127.00\|121.33\|17515;2026-03-18\|126.00\|3.76\|123.36\|126.70\|121.61\|17254;2026-03-19\|124.41\|-1.26\|124.00\|125.90\|123.25\|15000;2026-03-20\|121.68\|-2.19\|126.74\|127.50\|121.68\|15362;2026-03-23\|113.38\|-6.82\|118.50\|119.99\|112.00\|20529;2026-03-24\|120.83\|6.57\|115.66\|122.02\|111.60\|20379;2026-03-25\|123.20\|1.96\|120.76\|124.93\|120.76\|13685;2026-03-26\|119.32\|-3.15\|121.53\|122.96\|118.23\|12946;2026-03-27\|119.50\|0.15\|117.23\|121.24\|115.68\|10739;2026-03-30\|121.13\|1.36\|117.66\|122.30\|116.30\|11539;2026-03-31\|116.69\|-3.67\|120.00\|121.41\|116.51\|10855;2026-04-01\|121.80\|4.38\|120.03\|123.50\|120.03\|16810;2026-04-02\|116.88\|-4.04\|120.38\|121.68\|115.58\|14839;2026-04-03\|117.29\|0.35\|117.63\|119.35\|115.80\|11972;2026-04-07\|120.66\|2.87\|117.58\|123.85\|117.58\|14710;2026-04-08\|129.17\|7.05\|125.00\|129.50\|124.04\|20488;2026-04-09\|127.94\|-0.95\|127.50\|130.38\|127.00\|15210;2026-04-10\|127.40\|-0.42\|128.90\|130.98\|127.25\|13676;2026-04-13\|127.11\|-0.23\|126.00\|131.66\|126.00\|15794;2026-04-14\|126.45\|-0.52\|128.40\|129.69\|125.88\|17512;2026-04-15\|126.60\|0.12\|127.50\|130.44\|126.14\|17775;2026-04-16\|128.97\|1.87\|127.10\|129.52\|126.38\|15747;2026-04-17\|132.42\|2.67\|128.87\|133.48\|127.88\|22995;2026-04-20\|130.08\|-1.77\|132.58\|134.00\|129.50\|19387;2026-04-21\|127.00\|-2.37\|129.53\|130.00\|125.25\|19212;2026-04-22\|132.50\|4.33\|129.03\|132.50\|126.64\|22735;2026-04-23\|129.36\|-2.37\|132.00\|133.88\|127.06\|20851;2026-04-24\|133.36\|3.09\|128.84\|135.64\|127.79\|28466;2026-04-27\|135.03\|1.25\|133.00\|136.42\|132.05\|25844;2026-04-28\|130.15\|-3.61\|136.90\|137.84\|128.80\|46306;2026-04-29\|152.18\|16.93\|129.15\|156.18\|128.22\|88387;2026-04-30\|172.60\|13.42\|152.00\|176.00\|152.00\|98148;2026-05-06\|166.73\|-3.40\|172.85\|174.40\|163.30\|76191;2026-05-07\|183.29\|9.93\|168.00\|189.23\|167.30\|70203;2026-05-08\|188.06\|2.60\|180.43\|190.00\|173.10\|66725;2026-05-11\|210.55\|11.96\|199.34\|225.67\|197.55\|91028;2026-05-12\|209.90\|-0.31\|208.59\|212.66\|200.00\|77204;2026-05-13\|215.80\|2.81\|203.60\|225.15\|201.99\|68745;2026-05-14\|210.10\|-2.64\|213.80\|221.00\|206.36\|59965;2026-05-15\|206.50\|-1.71\|216.04\|223.00\|202.00\|63995;2026-05-18\|212.49\|2.90\|206.50\|222.42\|205.00\|50125;2026-05-19\|225.03\|5.90\|212.38\|228.80\|212.38\|67381;2026-05-20\|238.54\|6.00\|226.00\|242.42\|222.23\|59121;2026-05-21\|217.00\|-9.03\|243.00\|244.99\|216.00\|70763;2026-05-22\|216.08\|-0.42\|221.12\|225.00\|208.89\|57276;2026-05-25\|227.37\|5.22\|215.13\|228.30\|205.88\|58616;2026-05-26\|205.93\|-9.43\|224.50\|224.50\|201.00\|64628;2026-05-27\|199.00\|-3.37\|211.59\|211.59\|198.00\|44989;2026-05-28\|206.01\|3.52\|199.00\|210.37\|195.01\|41152;2026-05-29\|191.53\|-7.03\|206.00\|207.50\|189.53\|45312;2026-06-01\|184.04\|-3.91\|190.02\|194.00\|183.00\|35600;2026-06-02\|217.00\|17.91\|185.00\|220.85\|181.00\|85567;2026-06-03\|246.50\|13.59\|249.99\|260.00\|240.33\|128684;2026-06-04\|226.97\|-7.92\|223.00\|231.99\|222.50\|103037;2026-06-05\|214.00\|-5.71\|221.30\|233.88\|212.98\|71989;2026-06-08\|194.48\|-9.12\|190.50\|202.00\|190.50\|57167;2026-06-09\|199.98\|2.83\|201.00\|201.99\|193.23\|45208;2026-06-10\|190.87\|-4.56\|195.04\|197.10\|186.21\|43912;2026-06-11\|184.77\|-3.20\|189.58\|195.42\|182.31\|41980;2026-06-12\|178.50\|-3.39\|194.00\|195.23\|177.33\|43126;2026-06-15\|192.29\|7.73\|182.07\|193.67\|180.00\|45154;2026-06-16\|197.49\|2.70\|192.24\|201.89\|190.11\|42696;2026-06-17\|199.00\|0.76\|192.00\|199.80\|190.56\|42625;2026-06-18\|238.80\|20.00\|200.00\|238.80\|200.00\|70703;2026-06-22\|271.60\|13.74\|250.00\|274.00\|245.66\|102655;2026-06-23\|262.66\|-3.29\|260.97\|273.18\|256.66\|70393;2026-06-24\|266.63\|1.51\|258.06\|267.98\|247.70\|57296;2026-06-25\|258.70\|-2.97\|265.99\|265.99\|253.30\|45613;2026-06-26\|248.16\|-4.07\|258.70\|267.88\|244.00\|51023;2026-06-29\|241.50\|-2.68\|246.55\|259.70\|230.00\|50964;2026-06-30\|248.76\|3.01\|243.67\|253.99\|234.02\|41935;2026-07-01\|234.72\|-5.64\|254.00\|260.00\|232.89\|48720;2026-07-02\|226.90\|-3.33\|226.22\|242.00\|219.00\|44260;2026-07-03\|215.98\|-4.81\|221.00\|229.00\|215.55\|38895;2026-07-06\|212.00\|-1.84\|219.00\|221.00\|202.28\|36610;2026-07-07\|212.58\|0.27\|212.90\|221.50\|205.01\|34177;2026-07-08\|209.37\|-1.51\|214.83\|221.50\|203.37\|37804;2026-07-09\|222.09\|6.08\|215.30\|223.00\|206.35\|48880;2026-07-10\|204.80\|-7.79\|225.00\|232.00\|204.80\|5271699
115667	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-03-03\|64.80\|-6.43\|69.33\|69.73\|64.46\|229120;2026-03-04\|68.52\|5.74\|64.00\|71.28\|63.51\|282807;2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879
115666	MPO、FAU、CPO等行业新技术受关注	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-03-03\|76.41\|-0.79\|78.20\|80.70\|76.24\|721716;2026-03-04\|77.85\|1.88\|73.45\|80.21\|73.45\|590366;2026-03-05\|78.92\|1.37\|79.14\|82.35\|75.33\|728110;2026-03-06\|80.11\|1.51\|78.92\|82.80\|77.38\|667626;2026-03-09\|78.33\|-2.22\|77.95\|78.86\|72.33\|645191;2026-03-10\|86.16\|10.00\|78.99\|86.16\|78.99\|554095;2026-03-11\|91.49\|6.19\|90.68\|93.08\|89.00\|1025475;2026-03-12\|98.82\|8.01\|91.54\|100.64\|91.54\|1147568;2026-03-13\|88.94\|-10.00\|93.10\|94.99\|88.94\|886078;2026-03-16\|83.50\|-6.12\|84.50\|85.30\|81.23\|774759;2026-03-17\|79.28\|-5.05\|83.60\|83.96\|78.50\|574346;2026-03-18\|83.60\|5.45\|81.00\|83.77\|80.65\|540440;2026-03-19\|84.42\|0.98\|82.04\|86.65\|81.81\|598972;2026-03-20\|83.08\|-1.59\|86.90\|87.50\|83.01\|592419;2026-03-23\|79.01\|-4.90\|80.04\|82.89\|78.50\|446224;2026-03-24\|79.87\|1.09\|79.50\|80.55\|76.67\|418796;2026-03-25\|86.45\|8.24\|82.88\|87.86\|82.50\|751892;2026-03-26\|85.00\|-1.68\|84.77\|88.47\|84.37\|540078;2026-03-27\|84.50\|-0.59\|83.56\|86.50\|81.38\|438905;2026-03-30\|88.10\|4.26\|83.69\|89.80\|83.30\|607038;2026-03-31\|84.30\|-4.31\|87.18\|87.18\|83.84\|437757;2026-04-01\|86.98\|3.18\|86.60\|89.00\|85.30\|453374;2026-04-02\|83.90\|-3.54\|85.81\|88.45\|83.40\|430388;2026-04-03\|90.39\|7.74\|85.02\|91.95\|85.00\|840587;2026-04-07\|92.36\|2.18\|92.00\|97.80\|91.90\|630705;2026-04-08\|98.26\|6.39\|95.60\|99.08\|94.08\|694745;2026-04-09\|108.09\|10.00\|96.13\|108.09\|96.09\|891018;2026-04-10\|107.82\|-0.25\|111.72\|112.10\|106.06\|998530;2026-04-13\|113.73\|5.48\|107.29\|115.88\|107.29\|707895;2026-04-14\|111.40\|-2.05\|113.50\|114.36\|110.20\|650000;2026-04-15\|106.70\|-4.22\|111.60\|112.56\|105.60\|617794;2026-04-16\|106.21\|-0.46\|107.20\|108.35\|105.91\|434191;2026-04-17\|116.83\|10.00\|110.99\|116.83\|110.11\|623611;2026-04-20\|120.05\|2.76\|122.00\|125.66\|119.38\|764715;2026-04-21\|121.79\|1.45\|119.00\|123.31\|116.39\|582583;2026-04-22\|123.97\|1.79\|121.50\|125.60\|120.50\|793417;2026-04-23\|131.68\|6.22\|124.85\|134.99\|123.51\|1102421;2026-04-24\|128.70\|-2.26\|129.70\|135.67\|123.00\|868011;2026-04-27\|134.52\|4.52\|131.34\|141.46\|130.30\|775792;2026-04-28\|137.00\|1.84\|131.92\|140.99\|130.50\|635764;2026-04-29\|132.87\|-3.01\|132.53\|137.30\|128.90\|568577;2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933
115665	MPO、FAU、CPO等行业新技术受关注	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-03\|12.23\|9.98\|11.61\|12.23\|11.30\|3136136;2026-03-04\|12.65\|3.43\|11.01\|13.19\|11.01\|3169809;2026-03-05\|12.20\|-3.56\|12.80\|12.91\|11.81\|2377988;2026-03-06\|11.46\|-6.07\|11.80\|12.06\|11.26\|1701355;2026-03-09\|10.99\|-4.10\|10.92\|11.11\|10.33\|1513024;2026-03-10\|11.90\|8.28\|11.15\|12.09\|11.00\|2295368;2026-03-11\|11.54\|-3.03\|12.11\|12.56\|11.50\|2139084;2026-03-12\|11.41\|-1.13\|11.48\|12.00\|11.21\|1572483;2026-03-13\|11.25\|-1.40\|11.36\|11.98\|11.16\|1530421;2026-03-16\|10.85\|-3.56\|11.22\|11.37\|10.55\|1082235;2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448
115664	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1、氮化铝陶瓷以其导热性以及绝缘性等优势逐渐成为AI硬件的刚需材料，公司作为国内陶瓷上游高端氮化铝产能第一，已切入头部光模块和HBM客户； 2、公司人形机器人控制器已送样客户，AI智算产品在数据中心等场景实现批量应用	2026-03-03\|17.76\|-8.41\|19.55\|19.66\|17.70\|462066;2026-03-04\|17.71\|-0.28\|17.99\|18.35\|17.63\|291563;2026-03-05\|17.90\|1.07\|18.15\|18.25\|17.65\|276842;2026-03-06\|17.41\|-2.74\|17.72\|18.09\|17.26\|323192;2026-03-09\|17.20\|-1.21\|17.05\|17.34\|16.55\|287157;2026-03-10\|17.85\|3.78\|17.39\|17.87\|17.26\|235797;2026-03-11\|17.55\|-1.68\|17.77\|18.29\|17.50\|207284;2026-03-12\|16.38\|-6.67\|17.46\|17.49\|16.18\|455277;2026-03-13\|16.00\|-2.32\|16.38\|16.49\|15.95\|224375;2026-03-16\|16.03\|0.19\|16.01\|16.30\|15.74\|228199;2026-03-17\|15.48\|-3.43\|16.09\|16.18\|15.45\|224357;2026-03-18\|15.79\|2.00\|15.68\|15.80\|15.47\|161309;2026-03-19\|15.39\|-2.53\|15.50\|15.68\|15.33\|164039;2026-03-20\|14.76\|-4.09\|15.51\|15.51\|14.75\|233118;2026-03-23\|13.78\|-6.64\|14.40\|14.51\|13.62\|260199;2026-03-24\|14.19\|2.98\|14.01\|14.21\|13.71\|182539;2026-03-25\|14.25\|0.42\|14.36\|14.59\|14.19\|195155;2026-03-26\|13.94\|-2.18\|14.23\|14.36\|13.87\|153364;2026-03-27\|13.98\|0.29\|13.75\|14.13\|13.60\|152012;2026-03-30\|14.40\|3.00\|13.80\|14.46\|13.67\|208397;2026-03-31\|14.18\|-1.53\|14.41\|14.67\|14.15\|181044;2026-04-01\|14.33\|1.06\|14.44\|14.50\|14.19\|167823;2026-04-02\|13.98\|-2.44\|14.23\|14.46\|13.83\|165800;2026-04-03\|13.87\|-0.79\|14.03\|14.10\|13.80\|115249;2026-04-07\|13.89\|0.14\|13.97\|14.15\|13.81\|119257;2026-04-08\|14.71\|5.90\|14.15\|14.73\|14.15\|250201;2026-04-09\|14.83\|0.82\|14.53\|15.02\|14.47\|236436;2026-04-10\|15.02\|1.28\|14.94\|15.49\|14.85\|285306;2026-04-13\|15.64\|4.13\|14.86\|15.77\|14.83\|310908;2026-04-14\|15.63\|-0.06\|15.73\|15.78\|15.10\|437508;2026-04-15\|15.16\|-3.01\|15.60\|15.70\|15.11\|247776;2026-04-16\|15.42\|1.72\|15.19\|15.79\|15.08\|255572;2026-04-17\|15.60\|1.17\|15.35\|15.70\|15.29\|201834;2026-04-20\|16.56\|6.15\|15.86\|16.64\|15.58\|422283;2026-04-21\|16.21\|-2.11\|16.36\|16.45\|15.97\|234710;2026-04-22\|16.43\|1.36\|16.20\|16.54\|15.95\|248678;2026-04-23\|17.10\|4.08\|16.44\|17.38\|16.34\|560675;2026-04-24\|16.83\|-1.58\|17.20\|17.36\|16.65\|322109;2026-04-27\|17.96\|6.71\|16.83\|18.48\|16.80\|555389;2026-04-28\|17.70\|-1.45\|17.88\|18.11\|17.56\|303473;2026-04-29\|17.70\|0.00\|17.60\|18.10\|17.40\|299125;2026-04-30\|17.23\|-2.66\|17.59\|17.76\|17.10\|339463;2026-05-06\|17.77\|3.13\|17.22\|18.11\|17.22\|406984;2026-05-07\|17.89\|0.68\|17.96\|18.05\|17.44\|350499;2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410
115663	建滔积层板再度涨价	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-03\|94.88\|4.23\|95.57\|98.69\|92.60\|1169033;2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960
115662	建滔积层板再度涨价	纳入深证成指+PCB铜箔+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据证券时报网2026年6月14日报道，深交所决定对深证成指等指数样本定期调整，铜冠铜箔被调入深证成指样本股，调整于6月15日正式实施。 2、据2026年4月18日年报及2026年5月11日投资者关系活动记录表，公司主营PCB铜箔，产品包括应用于服务器和数据中心的RTF铜箔及HVLP铜箔。公司HVLP1至4代全系列铜箔已完成客户供货布局，HVLP5代铜箔正在研发并已突破关键性能指标，RTF铜箔产销能力于内资企业中排名首位。 3、据2026年4月28日公告，公司2026年第一季度实现营业收入18.42亿元，同比增长32.04%；归母净利润1.06亿元，同比增长2138.17%。	公司主要产品是PCB铜箔、锂电池铜箔	2026-03-03\|46.68\|-4.27\|51.00\|51.50\|46.36\|336954;2026-03-04\|45.89\|-1.69\|46.68\|47.80\|45.00\|262806;2026-03-05\|44.15\|-3.79\|46.46\|46.89\|43.70\|303469;2026-03-06\|42.85\|-2.94\|43.99\|44.54\|42.36\|234092;2026-03-09\|40.99\|-4.34\|42.10\|42.24\|38.78\|343550;2026-03-10\|43.69\|6.59\|40.68\|44.65\|40.68\|336556;2026-03-11\|44.15\|1.05\|44.00\|45.49\|43.20\|427752;2026-03-12\|42.30\|-4.19\|44.03\|45.98\|41.93\|303550;2026-03-13\|41.13\|-2.77\|41.87\|42.10\|41.00\|195184;2026-03-16\|42.44\|3.19\|41.13\|43.60\|40.10\|344387;2026-03-17\|39.85\|-6.10\|42.80\|44.00\|39.78\|404442;2026-03-18\|40.36\|1.28\|40.65\|40.85\|39.56\|229474;2026-03-19\|38.39\|-4.88\|39.65\|39.82\|38.12\|216662;2026-03-20\|37.83\|-1.46\|38.85\|39.76\|37.51\|239418;2026-03-23\|34.88\|-7.80\|37.01\|37.88\|34.66\|311695;2026-03-24\|36.61\|4.96\|35.92\|36.80\|34.00\|259526;2026-03-25\|37.57\|2.62\|37.31\|38.96\|36.71\|264536;2026-03-26\|36.99\|-1.54\|37.89\|38.80\|36.75\|245011;2026-03-27\|37.89\|2.43\|36.44\|40.15\|35.73\|381733;2026-03-30\|38.98\|2.88\|37.50\|39.58\|37.38\|400926;2026-03-31\|37.50\|-3.80\|38.48\|38.95\|37.02\|280881;2026-04-01\|38.60\|2.93\|38.55\|39.74\|37.66\|389263;2026-04-02\|36.79\|-4.69\|38.09\|38.33\|36.31\|291687;2026-04-03\|36.14\|-1.77\|37.00\|37.87\|36.10\|234258;2026-04-07\|40.81\|12.92\|37.63\|42.00\|37.49\|612819;2026-04-08\|42.18\|3.36\|41.65\|42.33\|40.15\|653001;2026-04-09\|43.05\|2.06\|41.00\|43.78\|40.54\|631884;2026-04-10\|42.45\|-1.39\|43.13\|43.96\|42.18\|476321;2026-04-13\|45.65\|7.54\|41.26\|46.37\|41.25\|588259;2026-04-14\|45.68\|0.07\|46.00\|46.80\|44.80\|525682;2026-04-15\|45.16\|-1.14\|45.80\|48.78\|44.55\|572115;2026-04-16\|46.02\|1.90\|45.28\|46.49\|44.16\|394802;2026-04-17\|47.54\|3.30\|45.11\|48.87\|45.11\|458560;2026-04-20\|46.79\|-1.58\|47.42\|48.20\|46.06\|431838;2026-04-21\|49.34\|5.45\|46.27\|50.88\|46.20\|597996;2026-04-22\|51.49\|4.36\|48.61\|52.30\|48.60\|510706;2026-04-23\|48.28\|-6.23\|51.10\|51.80\|47.90\|401044;2026-04-24\|47.00\|-2.65\|47.50\|48.41\|46.50\|263284;2026-04-27\|51.31\|9.17\|47.83\|53.50\|47.56\|494441;2026-04-28\|59.15\|15.28\|53.99\|61.57\|52.34\|670457;2026-04-29\|70.98\|20.00\|57.97\|70.98\|57.89\|779598;2026-04-30\|78.34\|10.37\|72.32\|82.49\|70.00\|763744;2026-05-06\|88.55\|13.03\|78.55\|92.50\|75.30\|705631;2026-05-07\|86.80\|-1.98\|85.00\|89.71\|82.44\|554482;2026-05-08\|88.54\|2.00\|85.48\|90.80\|85.00\|450279;2026-05-11\|87.10\|-1.63\|87.60\|88.93\|85.00\|461971;2026-05-12\|94.51\|8.51\|87.10\|96.00\|84.08\|617971;2026-05-13\|99.01\|4.76\|90.00\|103.96\|88.50\|555067;2026-05-14\|85.88\|-13.26\|95.00\|96.00\|84.18\|512771;2026-05-15\|83.20\|-3.12\|84.66\|88.89\|80.10\|390272;2026-05-18\|87.11\|4.70\|83.14\|88.78\|80.50\|333327;2026-05-19\|87.53\|0.48\|86.70\|90.98\|85.02\|278968;2026-05-20\|87.99\|0.53\|87.11\|89.88\|84.47\|287883;2026-05-21\|82.93\|-5.75\|89.99\|91.50\|82.80\|325049;2026-05-22\|90.93\|9.65\|83.13\|94.50\|83.13\|384504;2026-05-25\|95.68\|5.22\|95.00\|99.01\|89.10\|384498;2026-05-26\|102.45\|7.08\|92.00\|103.00\|91.15\|406540;2026-05-27\|101.92\|-0.52\|100.00\|106.60\|95.00\|366325;2026-05-28\|119.08\|16.84\|102.47\|122.30\|100.00\|536682;2026-05-29\|114.00\|-4.27\|111.20\|125.88\|109.67\|534133;2026-06-01\|104.89\|-7.99\|110.54\|115.25\|96.92\|370829;2026-06-02\|103.63\|-1.20\|105.00\|106.00\|97.40\|321475;2026-06-03\|107.40\|3.64\|102.66\|112.40\|100.43\|356640;2026-06-04\|109.75\|2.19\|103.69\|109.79\|103.60\|287725;2026-06-05\|111.26\|1.38\|107.01\|116.66\|107.00\|310968;2026-06-08\|113.10\|1.65\|102.41\|113.10\|102.38\|279073;2026-06-09\|122.76\|8.54\|117.80\|124.10\|114.23\|363776;2026-06-10\|122.80\|0.03\|120.00\|131.45\|118.09\|330146;2026-06-11\|127.98\|4.22\|121.00\|129.50\|116.18\|323874;2026-06-12\|141.80\|10.80\|134.94\|148.00\|133.10\|461062;2026-06-15\|170.16\|20.00\|149.00\|170.16\|147.00\|412898;2026-06-16\|178.17\|4.71\|182.10\|198.80\|172.05\|568806;2026-06-17\|181.69\|1.98\|178.19\|192.58\|177.00\|516619;2026-06-18\|200.00\|10.08\|179.30\|202.15\|178.01\|436345;2026-06-22\|196.50\|-1.75\|195.55\|200.60\|179.00\|612969;2026-06-23\|171.81\|-12.56\|188.69\|189.00\|171.10\|474029;2026-06-24\|186.69\|8.66\|174.90\|188.98\|174.90\|468737;2026-06-25\|183.27\|-1.83\|180.98\|187.58\|176.00\|505759;2026-06-26\|170.30\|-7.08\|175.00\|176.00\|160.96\|574127;2026-06-29\|160.68\|-5.65\|166.51\|172.83\|152.80\|442712;2026-06-30\|165.07\|2.73\|159.50\|169.10\|157.00\|381224;2026-07-01\|164.84\|-0.14\|166.00\|174.31\|162.00\|447094;2026-07-02\|157.92\|-4.20\|154.00\|164.93\|147.00\|328765;2026-07-03\|154.63\|-2.08\|156.10\|164.56\|150.00\|425136;2026-07-06\|144.17\|-6.76\|159.98\|167.67\|143.00\|417699;2026-07-07\|144.82\|0.45\|144.80\|149.23\|140.61\|306995;2026-07-08\|134.00\|-7.47\|145.59\|147.50\|133.70\|366268;2026-07-09\|139.68\|4.24\|138.88\|140.00\|130.40\|357791;2026-07-10\|132.09\|-5.43\|139.88\|146.15\|132.01\|357912
115661	建滔积层板再度涨价	PPO树脂+覆铜板上游+江西产能行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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12日机构调研，公司自主开发的聚苯醚树脂PPO具有极好的介电性能，已通过部分客户认证测试，正在积极商业化推广中。 2、据2025年6月27日招股说明书及2026年6月3日互动易，公司主营覆铜板用电子树脂，已进入建滔集团、生益科技、南亚新材等全球知名覆铜板厂商供应链。 3、据2026年5月12日机构调研，全资子公司江西同宇自2024年7月投产后产销量快速增长，2025年销售数量达28,819.93吨，同比增长633.23%，产能持续爬坡。	2025-07上市	2026-03-03\|202.41\|-9.15\|225.03\|226.90\|202.02\|20228;2026-03-04\|203.00\|0.29\|198.88\|206.34\|197.12\|14144;2026-03-05\|201.66\|-0.66\|208.03\|210.49\|199.40\|15167;2026-03-06\|196.75\|-2.43\|199.72\|202.80\|196.66\|13118;2026-03-09\|186.60\|-5.16\|193.01\|193.02\|179.05\|16232;2026-03-10\|199.80\|7.07\|189.21\|204.16\|189.21\|17556;2026-03-11\|198.20\|-0.80\|200.36\|208.86\|197.81\|13621;2026-03-12\|195.36\|-1.43\|199.00\|201.44\|193.33\|8222;2026-03-13\|196.13\|0.39\|195.39\|199.28\|192.50\|9094;2026-03-16\|199.38\|1.66\|195.10\|199.57\|193.00\|9106;2026-03-17\|189.10\|-5.16\|204.44\|207.00\|189.10\|12063;2026-03-18\|193.33\|2.24\|189.12\|193.66\|189.12\|6728;2026-03-19\|182.86\|-5.42\|189.89\|189.89\|182.00\|9703;2026-03-20\|178.66\|-2.30\|184.88\|187.10\|178.66\|9720;2026-03-23\|165.62\|-7.30\|173.60\|174.87\|164.50\|11129;2026-03-24\|172.12\|3.92\|168.49\|172.49\|165.15\|8593;2026-03-25\|175.88\|2.18\|172.90\|177.30\|172.90\|7755;2026-03-26\|171.90\|-2.26\|175.00\|178.20\|170.80\|5421;2026-03-27\|174.15\|1.31\|169.65\|175.58\|168.58\|5431;2026-03-30\|174.36\|0.12\|171.05\|175.50\|170.36\|3939;2026-03-31\|169.00\|-3.07\|173.39\|175.00\|168.68\|4375;2026-04-01\|176.49\|4.43\|173.03\|179.50\|173.03\|7844;2026-04-02\|170.52\|-3.38\|175.01\|176.44\|169.63\|5380;2026-04-03\|176.60\|3.57\|171.27\|179.28\|169.43\|6977;2026-04-07\|211.92\|20.00\|195.20\|211.92\|195.20\|24959;2026-04-08\|229.50\|8.30\|227.00\|242.88\|216.00\|46761;2026-04-09\|233.90\|1.92\|229.37\|240.30\|224.91\|28417;2026-04-10\|238.00\|1.75\|236.77\|245.00\|226.10\|25986;2026-04-13\|244.99\|2.94\|234.40\|248.99\|232.13\|25894;2026-04-14\|225.29\|-8.04\|245.15\|247.99\|224.21\|26233;2026-04-15\|222.23\|-1.36\|227.63\|237.00\|220.67\|19993;2026-04-16\|222.25\|0.01\|221.99\|232.77\|218.60\|15377;2026-04-17\|221.90\|-0.16\|222.23\|228.50\|219.39\|17187;2026-04-20\|216.38\|-2.49\|220.00\|220.00\|214.00\|15383;2026-04-21\|213.50\|-1.33\|217.80\|220.00\|212.58\|14184;2026-04-22\|216.74\|1.52\|212.58\|217.99\|212.43\|11993;2026-04-23\|214.10\|-1.22\|218.80\|219.27\|211.88\|14476;2026-04-24\|228.98\|6.95\|219.30\|238.17\|216.32\|29707;2026-04-27\|240.40\|4.99\|231.00\|253.99\|230.00\|24638;2026-04-28\|256.83\|6.83\|239.00\|256.83\|236.80\|23632;2026-04-29\|257.72\|0.35\|251.46\|265.65\|247.00\|22887;2026-04-30\|249.10\|-3.34\|252.60\|254.67\|247.01\|15284;2026-05-06\|251.47\|0.95\|248.01\|255.50\|246.05\|17071;2026-05-07\|263.79\|4.90\|249.00\|268.57\|248.88\|16359;2026-05-08\|259.50\|-1.63\|259.00\|261.68\|253.90\|12295;2026-05-11\|258.00\|-0.58\|263.00\|263.89\|255.59\|11958;2026-05-12\|260.99\|1.16\|257.20\|262.20\|251.21\|12420;2026-05-13\|270.91\|3.80\|257.91\|279.58\|254.99\|22046;2026-05-14\|262.30\|-3.18\|268.21\|273.34\|258.00\|17200;2026-05-15\|253.95\|-3.18\|267.01\|278.40\|250.71\|15555;2026-05-18\|256.11\|0.85\|251.00\|262.80\|250.70\|12124;2026-05-19\|260.82\|1.84\|253.00\|261.52\|247.58\|11599;2026-05-20\|265.82\|1.92\|260.50\|268.68\|256.12\|12136;2026-05-21\|246.80\|-7.16\|265.88\|273.20\|246.68\|14122;2026-05-22\|264.51\|7.18\|252.66\|269.37\|251.74\|16139;2026-05-25\|262.60\|-0.72\|269.80\|273.37\|260.52\|12491;2026-05-26\|261.45\|-0.44\|263.78\|267.84\|255.22\|13928;2026-05-27\|271.50\|3.84\|272.51\|289.00\|262.21\|21593;2026-05-28\|286.50\|5.52\|268.00\|288.88\|268.00\|23077;2026-05-29\|254.93\|-11.02\|281.34\|287.70\|252.41\|25069;2026-06-01\|244.80\|-3.97\|254.55\|259.79\|242.31\|14169;2026-06-02\|256.52\|4.79\|246.29\|259.78\|240.00\|14011;2026-06-03\|245.00\|-4.49\|257.21\|265.88\|241.50\|17608;2026-06-04\|246.13\|0.46\|241.46\|250.60\|241.01\|11177;2026-06-05\|239.01\|-2.89\|243.67\|245.45\|228.00\|13687;2026-06-08\|230.56\|-3.54\|233.82\|240.40\|226.88\|11016;2026-06-09\|276.67\|20.00\|254.00\|276.67\|252.64\|23840;2026-06-10\|299.50\|8.25\|282.02\|315.96\|282.02\|42152;2026-06-11\|304.22\|1.58\|295.06\|311.04\|286.00\|34547;2026-06-12\|279.01\|-8.29\|295.00\|303.66\|277.33\|29327;2026-06-15\|320.66\|14.93\|284.04\|327.40\|283.76\|32822;2026-06-16\|334.50\|4.32\|314.25\|350.08\|307.00\|34375;2026-06-17\|353.88\|5.79\|325.00\|355.50\|323.36\|29725;2026-06-18\|402.31\|13.69\|350.18\|412.19\|347.80\|30275;2026-06-22\|412.00\|2.41\|408.99\|445.00\|400.00\|30181;2026-06-23\|386.49\|-6.19\|401.05\|407.99\|383.67\|20437;2026-06-24\|399.75\|3.43\|383.81\|406.04\|381.00\|20027;2026-06-25\|279.99\|-1.40\|284.76\|287.76\|272.00\|27183;2026-06-26\|265.88\|-5.04\|274.00\|279.99\|261.00\|27497;2026-06-29\|242.22\|-8.90\|269.69\|269.77\|233.43\|29376;2026-06-30\|250.16\|3.28\|241.98\|253.00\|238.00\|20394;2026-07-01\|244.50\|-2.26\|250.16\|254.31\|241.68\|18225;2026-07-02\|232.28\|-5.00\|235.56\|244.99\|231.11\|16755;2026-07-03\|224.32\|-3.43\|230.00\|233.28\|223.17\|13761;2026-07-06\|232.80\|3.78\|230.01\|262.00\|229.68\|27935;2026-07-07\|230.54\|-0.97\|231.01\|238.29\|226.02\|19962;2026-07-08\|219.70\|-4.70\|235.00\|236.40\|218.00\|18394;2026-07-09\|226.30\|3.00\|224.10\|226.95\|212.26\|17835;2026-07-10\|215.80\|-4.64\|229.00\|238.61\|215.55\|19066
115660	建滔积层板再度涨价	铜基新材料+液冷散热+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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2025年年报，公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热。据中国电子电路行业协会榜单，公司铜基类专用材料排名蝉联国内第一。 2、据国泰海通证券2026年5月17日研报，AI服务器未来三至五年需求明确，公司铜粉与散热业务为增量核心，维持“增持”评级。 3、据2026年4月29日公告，公司2026年一季度实现营收31.65亿元，同比增长39.70%，归母净利润7816.12万元，同比增长113.91%。	公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热	2026-03-03\|114.50\|-5.03\|119.01\|120.98\|114.35\|31665;2026-03-04\|113.77\|-0.64\|113.04\|119.12\|111.18\|20548;2026-03-05\|111.62\|-1.89\|116.98\|119.00\|110.37\|21497;2026-03-06\|104.21\|-6.64\|112.02\|113.29\|103.99\|24561;2026-03-09\|98.50\|-5.48\|100.00\|102.30\|93.79\|26344;2026-03-10\|107.00\|8.63\|100.00\|107.80\|98.23\|22703;2026-03-11\|103.08\|-3.66\|107.82\|111.11\|102.40\|27458;2026-03-12\|101.57\|-1.46\|103.08\|105.80\|100.35\|15115;2026-03-13\|100.40\|-1.15\|100.50\|103.12\|99.30\|10588;2026-03-16\|101.01\|0.61\|100.45\|101.34\|96.30\|17539;2026-03-17\|96.89\|-4.08\|103.00\|103.80\|96.50\|17471;2026-03-18\|100.04\|3.25\|97.60\|101.31\|95.82\|18056;2026-03-19\|102.73\|2.69\|98.37\|106.50\|97.37\|32727;2026-03-20\|100.50\|-2.17\|102.00\|105.55\|100.00\|19733;2026-03-23\|96.84\|-3.64\|98.00\|102.00\|95.50\|22232;2026-03-24\|99.48\|2.73\|98.67\|100.95\|94.51\|26431;2026-03-25\|102.55\|3.09\|99.48\|103.50\|99.48\|26747;2026-03-26\|101.82\|-0.71\|102.46\|105.55\|100.52\|35656;2026-03-27\|107.75\|5.82\|99.55\|109.65\|97.00\|52070;2026-03-30\|103.79\|-3.68\|105.40\|106.20\|102.58\|28985;2026-03-31\|103.21\|-0.56\|103.59\|104.44\|99.38\|27305;2026-04-01\|105.04\|1.77\|104.78\|107.52\|103.00\|20530;2026-04-02\|102.12\|-2.78\|104.48\|109.97\|101.40\|19142;2026-04-03\|105.18\|3.00\|103.20\|109.80\|101.50\|25718;2026-04-07\|110.84\|5.38\|107.28\|115.41\|106.00\|38035;2026-04-08\|114.20\|3.03\|113.00\|115.20\|108.80\|27548;2026-04-09\|117.00\|2.45\|113.38\|118.00\|113.00\|30385;2026-04-10\|116.91\|-0.08\|117.58\|118.51\|115.14\|21393;2026-04-13\|122.23\|4.55\|115.60\|125.00\|115.60\|24958;2026-04-14\|121.15\|-0.88\|124.00\|124.00\|120.00\|20159;2026-04-15\|120.51\|-0.53\|122.35\|122.75\|119.58\|15504;2026-04-16\|124.56\|3.36\|122.80\|125.82\|119.66\|17684;2026-04-17\|124.02\|-0.43\|124.88\|126.12\|122.56\|16478;2026-04-20\|122.75\|-1.02\|124.52\|124.65\|119.02\|23483;2026-04-21\|123.65\|0.73\|121.67\|125.68\|121.67\|12102;2026-04-22\|127.55\|3.15\|125.00\|127.70\|121.80\|21402;2026-04-23\|124.02\|-2.77\|127.95\|128.46\|123.38\|16190;2026-04-24\|130.68\|5.37\|125.47\|132.38\|124.05\|27618;2026-04-27\|132.53\|1.42\|129.02\|134.00\|129.02\|19327;2026-04-28\|136.13\|2.72\|132.10\|141.00\|130.88\|34183;2026-04-29\|128.18\|-5.84\|135.07\|137.35\|126.12\|63999;2026-04-30\|127.10\|-0.84\|128.18\|132.50\|125.13\|27291;2026-05-06\|127.91\|0.64\|127.45\|130.21\|126.49\|27861;2026-05-07\|130.65\|2.14\|128.00\|133.59\|124.20\|32085;2026-05-08\|134.90\|3.25\|130.65\|138.12\|130.65\|39190;2026-05-11\|133.45\|-1.07\|134.10\|136.92\|132.03\|25133;2026-05-12\|132.30\|-0.86\|135.10\|135.10\|130.00\|21532;2026-05-13\|132.12\|-0.14\|132.71\|134.71\|128.50\|33470;2026-05-14\|125.08\|-5.33\|132.50\|133.97\|123.01\|35382;2026-05-15\|119.55\|-4.42\|126.33\|127.60\|118.20\|31735;2026-05-18\|120.10\|0.46\|122.00\|122.47\|119.03\|22007;2026-05-19\|120.61\|0.42\|120.38\|121.00\|115.06\|20370;2026-05-20\|123.48\|2.38\|120.61\|123.48\|119.16\|20170;2026-05-21\|117.85\|-4.56\|123.97\|127.45\|117.11\|22428;2026-05-22\|126.01\|6.92\|117.83\|127.90\|117.00\|26537;2026-05-25\|135.80\|7.77\|135.00\|137.56\|129.50\|39614;2026-05-26\|137.91\|1.55\|137.00\|140.00\|134.42\|32657;2026-05-27\|136.01\|-1.38\|139.15\|142.80\|134.68\|28540;2026-05-28\|137.15\|0.84\|138.24\|140.78\|133.58\|23003;2026-05-29\|137.46\|0.23\|139.00\|147.44\|135.57\|39287;2026-06-01\|132.20\|-3.83\|137.15\|140.42\|131.86\|31027;2026-06-02\|142.97\|8.15\|132.98\|144.59\|130.20\|42921;2026-06-03\|148.32\|4.08\|140.51\|156.58\|140.10\|47778;2026-06-04\|152.73\|2.97\|146.00\|153.76\|145.02\|38689;2026-06-05\|168.00\|10.00\|154.00\|168.00\|150.22\|40573;2026-06-08\|151.20\|-10.00\|159.80\|159.80\|151.20\|52959;2026-06-09\|166.32\|10.00\|152.25\|166.32\|147.13\|68071;2026-06-10\|167.88\|0.94\|162.99\|172.50\|161.00\|51363;2026-06-11\|178.80\|6.50\|165.68\|184.67\|165.68\|63040;2026-06-12\|178.70\|-0.06\|178.00\|187.78\|174.58\|63673;2026-06-15\|196.00\|9.68\|178.71\|196.30\|176.00\|59775;2026-06-16\|202.45\|3.29\|193.65\|203.50\|190.50\|59031;2026-06-17\|192.10\|-5.11\|197.99\|204.55\|190.88\|57282;2026-06-18\|211.31\|10.00\|192.10\|211.31\|192.05\|43409;2026-06-22\|201.00\|-4.88\|219.17\|220.00\|198.00\|66603;2026-06-23\|183.30\|-8.81\|206.00\|206.66\|180.90\|71289;2026-06-24\|184.00\|0.38\|183.42\|189.90\|178.16\|49550;2026-06-25\|188.60\|2.50\|183.55\|194.00\|181.08\|47118;2026-06-26\|178.35\|-5.43\|185.01\|186.00\|175.81\|45217;2026-06-29\|179.56\|0.68\|178.44\|184.78\|174.00\|44358;2026-06-30\|186.98\|4.13\|179.56\|190.50\|176.20\|51452;2026-07-01\|184.20\|-1.49\|182.80\|189.60\|178.50\|42720;2026-07-02\|172.83\|-6.17\|180.00\|184.98\|172.01\|39470;2026-07-03\|172.63\|-0.12\|173.40\|179.99\|172.00\|38353;2026-07-06\|161.10\|-6.68\|173.51\|176.99\|161.00\|52473;2026-07-07\|158.10\|-1.86\|166.14\|166.14\|156.00\|37072;2026-07-08\|154.65\|-2.18\|160.00\|161.71\|154.51\|24468;2026-07-09\|156.22\|1.02\|156.99\|157.49\|148.50\|25288;2026-07-10\|149.81\|-4.10\|158.79\|162.58\|149.60\|31765
115659	建滔积层板再度涨价	PCB+特种膜+新能源材料+国产替代 1、据2026年6月15日互动易，公司主营抗溢胶特种膜、强耐受性特种膜，主要应用于FPC/PCB领域，客户覆盖全球排名前10的多家FPC/PCB头部厂商；据2026年5月25日投资者关系活动记录表，公司是该领域国内细分龙头，市场占有率位居全国第一。 2、据2026年4月29日年报，公司坚持“自主创新、进口替代”路线，陆续打破了欧美日韩企业在抗溢胶特种膜、强耐受性特种膜等产品上的技术垄断。 3、据2026年5月25日投资者关系活动记录表，公司电子组件材料、新能源锂电材料、光学胶膜等产品对营收贡献稳步抬升，2026年一季度营收1.49亿元，归母净利润0.26亿元，同比增长7.08%。	2025-12上市	2026-03-03\|57.90\|-4.50\|60.63\|62.50\|57.84\|39188;2026-03-04\|58.06\|0.28\|56.70\|58.78\|56.66\|20674;2026-03-05\|60.10\|3.51\|59.28\|61.00\|59.28\|26819;2026-03-06\|60.01\|-0.15\|59.85\|60.17\|59.16\|16305;2026-03-09\|58.80\|-2.02\|58.65\|59.08\|56.71\|26945;2026-03-10\|60.98\|3.71\|59.39\|61.00\|59.39\|30825;2026-03-11\|64.00\|4.95\|60.85\|64.10\|60.61\|80611;2026-03-12\|63.45\|-0.86\|64.46\|65.22\|62.87\|58657;2026-03-13\|63.98\|0.84\|62.40\|65.31\|62.40\|56299;2026-03-16\|63.38\|-0.94\|63.00\|64.70\|62.49\|40565;2026-03-17\|68.93\|8.76\|63.10\|70.49\|63.10\|112380;2026-03-18\|70.30\|1.99\|68.00\|74.40\|66.00\|119467;2026-03-19\|64.79\|-7.84\|66.94\|67.88\|64.00\|75620;2026-03-20\|60.92\|-5.97\|64.10\|65.11\|60.80\|53161;2026-03-23\|58.15\|-4.55\|57.91\|60.49\|57.16\|36449;2026-03-24\|59.12\|1.67\|59.07\|59.87\|56.99\|35575;2026-03-25\|59.76\|1.08\|58.93\|60.93\|58.40\|37425;2026-03-26\|56.34\|-5.72\|59.10\|59.17\|56.30\|40365;2026-03-27\|55.82\|-0.92\|55.00\|56.19\|53.67\|27888;2026-03-30\|54.46\|-2.44\|54.49\|55.46\|53.30\|27400;2026-03-31\|51.52\|-5.40\|54.69\|54.69\|51.31\|32775;2026-04-01\|53.11\|3.09\|52.50\|53.85\|52.50\|22435;2026-04-02\|50.91\|-4.14\|53.04\|53.04\|50.57\|24582;2026-04-03\|49.75\|-2.28\|51.02\|51.29\|49.58\|15649;2026-04-07\|50.76\|2.03\|50.05\|51.33\|49.60\|15857;2026-04-08\|53.25\|4.91\|51.95\|53.25\|51.85\|25642;2026-04-09\|52.31\|-1.77\|52.30\|52.68\|52.03\|17064;2026-04-10\|53.30\|1.89\|53.00\|53.78\|52.60\|21531;2026-04-13\|55.20\|3.56\|53.28\|55.20\|52.99\|31749;2026-04-14\|56.16\|1.74\|55.60\|56.60\|54.58\|33511;2026-04-15\|56.62\|0.82\|56.16\|56.95\|55.46\|31294;2026-04-16\|57.76\|2.01\|56.50\|57.95\|56.11\|31051;2026-04-17\|58.51\|1.30\|57.40\|58.90\|56.59\|33351;2026-04-20\|59.60\|1.86\|58.30\|61.05\|58.10\|42883;2026-04-21\|60.93\|2.23\|59.20\|61.34\|59.02\|40454;2026-04-22\|60.42\|-0.84\|60.60\|61.00\|59.71\|34817;2026-04-23\|57.86\|-4.24\|60.30\|61.08\|57.70\|44402;2026-04-24\|58.80\|1.62\|58.50\|61.40\|57.87\|38323;2026-04-27\|61.26\|4.18\|58.80\|63.60\|58.11\|52500;2026-04-28\|60.07\|-1.94\|60.80\|62.56\|59.64\|40466;2026-04-29\|58.00\|-3.45\|59.88\|59.88\|57.12\|41724;2026-04-30\|57.80\|-0.34\|58.01\|58.65\|57.37\|22306;2026-05-06\|58.28\|0.83\|57.79\|59.12\|57.76\|26952;2026-05-07\|59.79\|2.59\|58.28\|60.13\|57.82\|34392;2026-05-08\|64.31\|7.56\|59.40\|65.54\|58.10\|73994;2026-05-11\|70.29\|9.30\|64.50\|72.98\|62.44\|114951;2026-05-12\|66.07\|-6.00\|69.07\|70.20\|66.01\|67383;2026-05-13\|64.98\|-1.65\|66.02\|66.05\|64.00\|44825;2026-05-14\|61.87\|-4.79\|65.88\|65.88\|61.83\|44688;2026-05-15\|61.63\|-0.39\|61.90\|62.62\|59.70\|33109;2026-05-18\|61.80\|0.28\|60.51\|61.80\|59.48\|28681;2026-05-19\|60.10\|-2.75\|61.40\|61.80\|59.01\|32347;2026-05-20\|60.24\|0.23\|59.40\|61.29\|57.67\|31007;2026-05-21\|57.06\|-5.28\|60.03\|61.94\|57.00\|36340;2026-05-22\|61.99\|8.64\|57.10\|62.39\|57.07\|47889;2026-05-25\|64.38\|3.86\|62.51\|64.64\|62.00\|51342;2026-05-26\|64.25\|-0.20\|63.62\|66.61\|63.00\|47644;2026-05-27\|61.80\|-3.81\|63.50\|64.23\|60.60\|39725;2026-05-28\|64.55\|4.45\|61.60\|65.00\|61.40\|42649;2026-05-29\|59.06\|-8.51\|64.55\|64.55\|58.67\|48014;2026-06-01\|58.36\|-1.19\|58.00\|60.46\|57.00\|22383;2026-06-02\|58.61\|0.43\|58.36\|59.66\|56.23\|22220;2026-06-03\|55.25\|-5.73\|58.29\|58.88\|54.37\|38913;2026-06-04\|53.60\|-2.99\|54.50\|55.00\|53.23\|22751;2026-06-05\|53.27\|-0.62\|53.60\|54.43\|51.35\|20864;2026-06-08\|50.16\|-5.30\|51.26\|51.96\|49.88\|16719;2026-06-09\|52.64\|4.94\|51.18\|53.45\|51.09\|20184;2026-06-10\|52.25\|-0.74\|51.89\|53.10\|51.32\|16238;2026-06-11\|52.71\|0.88\|51.90\|53.13\|51.40\|18514;2026-06-12\|54.29\|3.00\|53.66\|55.48\|52.70\|25517;2026-06-15\|63.56\|17.07\|53.70\|64.82\|53.40\|69198;2026-06-16\|65.36\|2.83\|62.06\|67.88\|62.05\|79614;2026-06-17\|68.70\|5.11\|64.55\|69.66\|63.88\|65470;2026-06-18\|82.44\|20.00\|72.45\|82.44\|70.28\|119547;2026-06-22\|77.98\|-5.41\|80.00\|81.47\|76.52\|102935;2026-06-23\|86.56\|11.00\|82.00\|92.20\|77.77\|117596;2026-06-24\|90.95\|5.07\|86.59\|91.88\|85.70\|87530;2026-06-25\|89.66\|-1.42\|90.00\|97.00\|88.66\|77270;2026-06-26\|83.90\|-6.42\|87.51\|89.43\|83.38\|58746;2026-06-29\|76.68\|-8.61\|88.00\|88.50\|75.50\|62367;2026-06-30\|77.78\|1.43\|79.01\|79.98\|74.06\|54099;2026-07-01\|80.93\|4.05\|78.99\|83.89\|76.88\|72162;2026-07-02\|78.00\|-3.62\|80.80\|82.80\|76.68\|48357;2026-07-03\|73.10\|-6.28\|79.00\|79.00\|71.90\|65802;2026-07-06\|66.99\|-8.36\|74.00\|74.07\|66.03\|49700;2026-07-07\|64.27\|-4.06\|66.77\|67.43\|63.74\|33658;2026-07-08\|58.93\|-8.31\|64.11\|64.50\|58.78\|38444;2026-07-09\|61.91\|5.06\|59.24\|62.14\|58.33\|47298;2026-07-10\|58.60\|-5.35\|61.19\|65.50\|58.60\|54047
115658	建滔积层板再度涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-03-03\|11.82\|-6.12\|12.60\|12.65\|11.80\|65318;2026-03-04\|11.62\|-1.69\|11.71\|11.89\|11.51\|49643;2026-03-05\|11.80\|1.55\|11.79\|11.96\|11.75\|30404;2026-03-06\|12.11\|2.63\|11.79\|12.11\|11.71\|32324;2026-03-09\|11.83\|-2.31\|11.90\|12.03\|11.68\|32818;2026-03-10\|12.13\|2.54\|11.90\|12.13\|11.88\|30706;2026-03-11\|12.01\|-0.99\|12.14\|12.17\|11.98\|23417;2026-03-12\|11.87\|-1.17\|12.04\|12.06\|11.85\|24592;2026-03-13\|12.12\|2.11\|11.87\|12.38\|11.82\|70659;2026-03-16\|12.51\|3.22\|12.13\|12.71\|12.10\|93403;2026-03-17\|11.98\|-4.24\|12.49\|12.54\|11.98\|58510;2026-03-18\|12.14\|1.34\|12.02\|12.16\|11.98\|33909;2026-03-19\|11.76\|-3.13\|12.02\|12.07\|11.73\|33870;2026-03-20\|11.26\|-4.25\|11.77\|11.85\|11.26\|47477;2026-03-23\|10.63\|-5.59\|11.03\|11.20\|10.50\|67901;2026-03-24\|11.04\|3.86\|10.86\|11.05\|10.63\|39469;2026-03-25\|11.06\|0.18\|11.01\|11.17\|11.00\|32998;2026-03-26\|10.86\|-1.81\|11.06\|11.15\|10.81\|28614;2026-03-27\|11.00\|1.29\|10.81\|11.10\|10.63\|36183;2026-03-30\|11.11\|1.00\|10.82\|11.11\|10.80\|37310;2026-03-31\|10.95\|-1.44\|11.11\|11.22\|10.92\|30289;2026-04-01\|11.16\|1.92\|11.00\|11.19\|11.00\|25061;2026-04-02\|11.01\|-1.34\|11.18\|11.18\|10.91\|26765;2026-04-03\|11.01\|0.00\|11.05\|11.20\|10.94\|33718;2026-04-07\|11.94\|8.45\|11.06\|12.05\|10.99\|122118;2026-04-08\|12.16\|1.84\|11.97\|12.50\|11.81\|116480;2026-04-09\|12.18\|0.16\|12.06\|12.34\|12.00\|70887;2026-04-10\|13.02\|6.90\|12.39\|13.29\|12.22\|184071;2026-04-13\|12.81\|-1.61\|12.90\|13.30\|12.73\|94589;2026-04-14\|12.89\|0.62\|12.82\|13.04\|12.65\|81614;2026-04-15\|13.08\|1.47\|12.66\|13.39\|12.12\|197159;2026-04-16\|13.50\|3.21\|13.07\|14.00\|12.80\|236644;2026-04-17\|13.91\|3.04\|13.49\|14.28\|13.30\|211275;2026-04-20\|13.85\|-0.43\|13.91\|14.26\|13.70\|159978;2026-04-21\|13.49\|-2.60\|13.74\|13.94\|13.39\|87552;2026-04-22\|13.59\|0.74\|13.38\|13.73\|13.38\|85016;2026-04-23\|13.46\|-0.96\|13.60\|13.65\|13.39\|49544;2026-04-24\|13.38\|-0.59\|13.37\|13.59\|13.35\|54522;2026-04-27\|13.38\|0.00\|13.35\|13.44\|13.25\|47742;2026-04-28\|13.17\|-1.57\|13.35\|13.48\|13.08\|53950;2026-04-29\|13.37\|1.83\|13.02\|13.46\|13.02\|44906;2026-04-30\|13.21\|-1.20\|13.37\|14.04\|13.18\|64379;2026-05-06\|13.25\|0.30\|13.25\|13.38\|13.15\|52805;2026-05-07\|13.55\|2.26\|13.30\|13.70\|13.13\|65010;2026-05-08\|13.62\|0.52\|13.50\|13.83\|13.29\|58890;2026-05-11\|13.68\|0.44\|13.62\|13.74\|13.46\|60764;2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251
115657	建滔积层板再度涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-03\|64.94\|-5.91\|68.75\|71.50\|64.77\|1122076;2026-03-04\|66.48\|2.37\|62.31\|68.83\|62.00\|957298;2026-03-05\|64.37\|-3.17\|67.81\|67.95\|63.66\|782869;2026-03-06\|65.66\|2.00\|65.00\|68.60\|63.70\|728781;2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606
115656	建滔积层板再度涨价	PCB概念+电解铜箔+铜箔增资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-03-03\|5.44\|-6.37\|5.83\|5.87\|5.41\|1107868;2026-03-04\|5.45\|0.18\|5.21\|5.50\|5.21\|680705;2026-03-05\|5.59\|2.57\|5.47\|5.71\|5.47\|703507;2026-03-06\|5.75\|2.86\|5.58\|5.77\|5.58\|537394;2026-03-09\|5.71\|-0.70\|5.65\|5.73\|5.52\|674405;2026-03-10\|5.68\|-0.53\|5.77\|5.82\|5.65\|550592;2026-03-11\|5.58\|-1.76\|5.68\|5.73\|5.55\|538933;2026-03-12\|5.47\|-1.97\|5.59\|5.64\|5.41\|517300;2026-03-13\|6.02\|10.05\|5.48\|6.02\|5.40\|1813700;2026-03-16\|5.42\|-9.97\|5.93\|5.93\|5.42\|1989293;2026-03-17\|5.11\|-5.72\|5.38\|5.45\|5.09\|1030673;2026-03-18\|5.20\|1.76\|5.15\|5.21\|5.08\|512748;2026-03-19\|4.98\|-4.23\|5.13\|5.14\|4.95\|591247;2026-03-20\|4.77\|-4.22\|5.01\|5.06\|4.77\|649002;2026-03-23\|4.50\|-5.66\|4.66\|4.73\|4.44\|863938;2026-03-24\|4.71\|4.67\|4.66\|4.72\|4.46\|682518;2026-03-25\|4.86\|3.18\|4.72\|4.92\|4.71\|542074;2026-03-26\|4.76\|-2.06\|5.06\|5.08\|4.75\|827596;2026-03-27\|4.81\|1.05\|4.67\|4.85\|4.61\|467599;2026-03-30\|4.76\|-1.04\|4.72\|4.80\|4.65\|460997;2026-03-31\|4.64\|-2.52\|4.76\|4.78\|4.64\|456041;2026-04-01\|4.77\|2.80\|4.71\|4.79\|4.68\|415150;2026-04-02\|4.65\|-2.52\|4.75\|4.80\|4.60\|363470;2026-04-03\|4.66\|0.22\|4.67\|4.74\|4.64\|334067;2026-04-07\|4.77\|2.36\|4.67\|4.90\|4.66\|506127;2026-04-08\|4.93\|3.35\|4.83\|4.94\|4.81\|507735;2026-04-09\|5.18\|5.07\|4.90\|5.27\|4.86\|1047045;2026-04-10\|5.17\|-0.19\|5.20\|5.28\|5.13\|550829;2026-04-13\|5.26\|1.74\|5.10\|5.28\|5.08\|547128;2026-04-14\|5.31\|0.95\|5.28\|5.32\|5.23\|494957;2026-04-15\|5.32\|0.19\|5.31\|5.43\|5.29\|590855;2026-04-16\|5.41\|1.69\|5.31\|5.42\|5.24\|569213;2026-04-17\|5.40\|-0.18\|5.43\|5.49\|5.37\|452002;2026-04-20\|5.37\|-0.56\|5.40\|5.47\|5.35\|565419;2026-04-21\|5.29\|-1.49\|5.30\|5.35\|5.13\|562969;2026-04-22\|5.33\|0.76\|5.29\|5.40\|5.22\|571502;2026-04-23\|5.16\|-3.19\|5.30\|5.35\|5.14\|603480;2026-04-24\|5.21\|0.97\|5.15\|5.25\|5.10\|540769;2026-04-27\|5.41\|3.84\|5.21\|5.45\|5.13\|777788;2026-04-28\|5.25\|-2.96\|5.36\|5.42\|5.22\|589482;2026-04-29\|5.25\|0.00\|5.23\|5.31\|5.15\|508750;2026-04-30\|5.40\|2.86\|5.24\|5.46\|5.23\|851202;2026-05-06\|5.57\|3.15\|5.40\|5.63\|5.39\|920980;2026-05-07\|5.73\|2.87\|5.63\|5.78\|5.59\|975273;2026-05-08\|5.65\|-1.40\|5.70\|5.75\|5.61\|853445;2026-05-11\|5.59\|-1.06\|5.70\|5.80\|5.54\|1094749;2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887
115655	建滔积层板再度涨价	可控核聚变+军工装备+高端成形机床行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月3日互动易，公司近期有中标聚变新能“BEST屏蔽包层系统不锈钢屏蔽块采购项目”，具体信息请详见公司于2026年1月24日披露的《日常关联交易公告》。 2、据2025年12月5日业绩说明会，公司专注真空室、包层及偏滤器等核心部件的制造工作积极开展相关项目的预研及投标工作，公司布局可控核聚变业务，有望成为公司业绩增长点。同时，BEST项目经验亦为公司后续参与其他聚变项目奠定基础。 3、据2025年10月27日互动易，公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入。	1、公司是PCB/CCL层压设备的国产龙头，核心产品是真空热压机/冷压机及自动化生产线； 2、参股公司合肥汇智专注于粉末注射成形技术（PIM）的研发及应用，其中涉及的光模块业务，目前正在合作的企业有新易盛、联特科技等； 3、公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入； 4、公司与中国核工业二三建设有限公司合作，已承接核聚变真空室构件的研制工作	2026-03-03\|26.51\|-6.26\|28.00\|28.46\|26.15\|671167;2026-03-04\|26.06\|-1.70\|25.99\|27.00\|25.85\|399480;2026-03-05\|27.43\|5.26\|26.77\|27.98\|26.51\|583105;2026-03-06\|26.80\|-2.30\|26.99\|27.49\|26.05\|442143;2026-03-09\|25.69\|-4.14\|26.15\|26.15\|24.38\|462634;2026-03-10\|26.85\|4.52\|25.92\|26.92\|25.80\|401543;2026-03-11\|27.04\|0.71\|26.94\|27.48\|26.63\|421077;2026-03-12\|26.29\|-2.77\|26.75\|27.69\|25.33\|565264;2026-03-13\|26.93\|2.43\|25.60\|27.43\|25.40\|554917;2026-03-16\|25.38\|-5.76\|26.60\|26.80\|25.05\|441435;2026-03-17\|23.69\|-6.66\|25.06\|25.08\|23.60\|347004;2026-03-18\|23.94\|1.06\|23.66\|23.99\|23.05\|201793;2026-03-19\|23.01\|-3.88\|23.25\|23.47\|22.87\|182773;2026-03-20\|21.32\|-7.34\|23.01\|23.37\|21.25\|290706;2026-03-23\|20.25\|-5.02\|20.48\|21.33\|20.11\|274101;2026-03-24\|20.80\|2.72\|20.72\|20.90\|19.93\|247751;2026-03-25\|21.14\|1.63\|20.95\|21.59\|20.95\|265666;2026-03-26\|20.55\|-2.79\|21.26\|21.44\|20.45\|181145;2026-03-27\|20.82\|1.31\|20.05\|20.93\|20.02\|160999;2026-03-30\|20.97\|0.72\|20.53\|21.05\|20.31\|159990;2026-03-31\|20.69\|-1.34\|21.05\|21.56\|20.65\|165881;2026-04-01\|21.37\|3.29\|21.29\|21.70\|20.82\|256116;2026-04-02\|20.49\|-4.12\|21.10\|21.30\|20.40\|197328;2026-04-03\|19.92\|-2.78\|20.48\|20.59\|19.89\|147268;2026-04-07\|20.00\|0.40\|19.90\|20.19\|19.86\|105628;2026-04-08\|21.47\|7.35\|20.40\|21.49\|20.39\|261572;2026-04-09\|21.07\|-1.86\|21.12\|21.29\|20.90\|158790;2026-04-10\|21.21\|0.66\|21.29\|21.55\|21.16\|156876;2026-04-13\|21.14\|-0.33\|20.90\|21.28\|20.76\|125259;2026-04-14\|21.40\|1.23\|21.29\|21.76\|21.22\|134115;2026-04-15\|21.32\|-0.37\|21.67\|22.21\|21.19\|249156;2026-04-16\|21.50\|0.84\|21.32\|21.54\|21.05\|148639;2026-04-17\|21.84\|1.58\|21.50\|21.98\|21.29\|187295;2026-04-20\|22.25\|1.88\|21.80\|22.28\|21.64\|201037;2026-04-21\|21.94\|-1.39\|22.35\|22.35\|21.74\|161566;2026-04-22\|22.24\|1.37\|21.70\|22.45\|21.63\|185820;2026-04-23\|21.78\|-2.07\|22.15\|22.65\|21.60\|177976;2026-04-24\|21.03\|-3.44\|21.58\|21.58\|20.93\|168746;2026-04-27\|21.17\|0.67\|21.03\|21.47\|20.52\|128387;2026-04-28\|20.58\|-2.79\|21.07\|21.16\|20.45\|121092;2026-04-29\|20.27\|-1.51\|20.05\|20.45\|19.58\|169127;2026-04-30\|20.58\|1.53\|20.22\|20.63\|20.15\|116720;2026-05-06\|21.18\|2.92\|20.77\|21.44\|20.75\|151600;2026-05-07\|21.46\|1.32\|21.40\|21.50\|21.02\|133674;2026-05-08\|21.70\|1.12\|21.45\|22.40\|21.08\|286809;2026-05-11\|22.24\|2.49\|21.66\|22.47\|21.63\|296398;2026-05-12\|21.97\|-1.21\|22.21\|22.45\|21.68\|195479;2026-05-13\|22.02\|0.23\|21.81\|22.33\|21.70\|178325;2026-05-14\|21.36\|-3.00\|22.00\|22.25\|21.34\|184814;2026-05-15\|21.06\|-1.40\|21.45\|21.80\|20.85\|173499;2026-05-18\|20.55\|-2.42\|20.89\|21.26\|20.41\|160068;2026-05-19\|20.80\|1.22\|20.55\|20.87\|20.05\|139161;2026-05-20\|20.12\|-3.27\|20.71\|20.76\|19.96\|172044;2026-05-21\|19.30\|-4.08\|20.19\|20.58\|19.25\|227274;2026-05-22\|19.81\|2.64\|19.48\|19.84\|19.02\|159937;2026-05-25\|19.83\|0.10\|20.00\|20.77\|19.50\|184114;2026-05-26\|18.72\|-5.60\|19.83\|19.84\|18.32\|250343;2026-05-27\|20.59\|9.99\|18.79\|20.59\|18.64\|265492;2026-05-28\|22.65\|10.00\|20.91\|22.65\|20.21\|529449;2026-05-29\|24.92\|10.02\|23.80\|24.92\|23.30\|547967;2026-06-01\|27.41\|9.99\|25.67\|27.41\|25.65\|345598;2026-06-02\|28.99\|5.76\|28.23\|29.43\|24.67\|1465550;2026-06-03\|30.91\|6.62\|27.50\|31.89\|27.20\|1084430;2026-06-04\|32.26\|4.37\|30.00\|33.12\|29.60\|864678;2026-06-05\|32.70\|1.36\|31.94\|34.10\|31.40\|724397;2026-06-08\|29.67\|-9.27\|31.26\|32.86\|29.43\|775473;2026-06-09\|29.00\|-2.26\|30.85\|32.64\|28.29\|900257;2026-06-10\|31.90\|10.00\|29.00\|31.90\|28.98\|699939;2026-06-11\|33.60\|5.33\|31.21\|35.09\|30.58\|968523;2026-06-12\|31.11\|-7.41\|32.64\|34.13\|30.43\|723429;2026-06-15\|34.22\|10.00\|31.50\|34.22\|31.28\|438340;2026-06-16\|34.60\|1.11\|35.00\|35.57\|32.32\|847530;2026-06-17\|35.95\|3.90\|33.00\|37.77\|32.86\|723356;2026-06-18\|39.55\|10.01\|36.36\|39.55\|36.36\|528979;2026-06-22\|37.14\|-6.09\|39.00\|41.40\|35.88\|857351;2026-06-23\|35.23\|-5.14\|36.01\|36.98\|34.01\|697809;2026-06-24\|33.32\|-5.42\|35.00\|36.45\|32.10\|749549;2026-06-25\|35.51\|6.57\|33.75\|36.10\|32.40\|726076;2026-06-26\|32.06\|-9.72\|34.10\|34.50\|31.96\|580859;2026-06-29\|31.42\|-2.00\|32.71\|33.33\|31.00\|475817;2026-06-30\|33.08\|5.28\|30.82\|33.37\|30.50\|425721;2026-07-01\|33.61\|1.60\|32.95\|36.39\|32.39\|664831;2026-07-02\|32.23\|-4.11\|31.50\|34.35\|31.50\|401711;2026-07-03\|31.45\|-2.42\|32.00\|32.80\|30.91\|326865;2026-07-06\|29.10\|-7.47\|31.45\|31.77\|28.66\|415421;2026-07-07\|26.71\|-8.21\|29.08\|29.80\|26.58\|383339;2026-07-08\|25.02\|-6.33\|27.00\|27.25\|24.94\|308374;2026-07-09\|24.98\|-0.16\|25.61\|25.64\|22.73\|379135;2026-07-10\|24.60\|-1.52\|25.21\|25.98\|24.59\|305942
115654	建滔积层板再度涨价	PCB+高阶HDI+AIPC+定增通过行业原因： 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5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司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，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-03-03\|11.50\|-6.28\|12.32\|12.38\|11.48\|317259;2026-03-04\|11.49\|-0.09\|11.30\|11.75\|11.25\|205614;2026-03-05\|12.07\|5.05\|11.75\|12.38\|11.75\|393476;2026-03-06\|12.05\|-0.17\|11.94\|12.20\|11.78\|242600;2026-03-09\|11.68\|-3.07\|11.81\|11.85\|11.25\|339614;2026-03-10\|12.29\|5.22\|11.81\|12.30\|11.79\|407890;2026-03-11\|12.55\|2.12\|12.30\|12.59\|12.23\|466932;2026-03-12\|12.34\|-1.67\|12.41\|12.58\|12.16\|321023;2026-03-13\|12.23\|-0.89\|12.18\|12.44\|12.15\|252887;2026-03-16\|12.57\|2.78\|12.17\|12.57\|12.03\|420977;2026-03-17\|11.99\|-4.61\|12.48\|12.56\|11.98\|354889;2026-03-18\|12.42\|3.59\|12.01\|12.43\|12.01\|374248;2026-03-19\|12.04\|-3.06\|12.21\|12.33\|11.96\|259433;2026-03-20\|12.28\|1.99\|12.18\|12.88\|12.08\|703420;2026-03-23\|11.41\|-7.08\|11.74\|12.17\|11.26\|568867;2026-03-24\|11.92\|4.47\|11.64\|11.97\|11.07\|507179;2026-03-25\|12.09\|1.43\|12.17\|12.33\|12.01\|332944;2026-03-26\|11.76\|-2.73\|12.00\|12.20\|11.71\|255791;2026-03-27\|11.66\|-0.85\|11.50\|11.83\|11.08\|347242;2026-03-30\|11.73\|0.60\|11.45\|11.75\|11.08\|316234;2026-03-31\|11.17\|-4.77\|11.69\|11.78\|11.11\|379014;2026-04-01\|12.29\|10.03\|11.44\|12.29\|11.42\|456419;2026-04-02\|12.17\|-0.98\|12.32\|12.40\|12.10\|701666;2026-04-03\|12.35\|1.48\|12.25\|12.40\|12.06\|698150;2026-04-07\|12.63\|2.27\|12.38\|12.75\|12.31\|790591;2026-04-08\|13.05\|3.33\|12.70\|13.10\|12.53\|1049008;2026-04-09\|12.73\|-2.45\|12.60\|12.84\|12.55\|643652;2026-04-10\|12.65\|-0.63\|12.85\|13.08\|12.65\|634758;2026-04-13\|12.73\|0.63\|12.51\|12.76\|12.45\|482658;2026-04-14\|13.03\|2.36\|12.84\|13.10\|12.72\|673859;2026-04-15\|12.71\|-2.46\|13.03\|13.03\|12.64\|543542;2026-04-16\|12.83\|0.94\|12.79\|12.85\|12.51\|378225;2026-04-17\|13.16\|2.57\|12.80\|13.23\|12.70\|744406;2026-04-20\|13.25\|0.68\|13.25\|13.41\|13.10\|694080;2026-04-21\|13.19\|-0.45\|13.11\|13.35\|13.02\|494010;2026-04-22\|13.45\|1.97\|13.03\|13.52\|13.00\|664482;2026-04-23\|12.95\|-3.72\|13.34\|13.40\|12.83\|570295;2026-04-24\|12.69\|-2.01\|12.78\|13.04\|12.57\|410361;2026-04-27\|12.94\|1.97\|12.66\|13.02\|12.65\|327599;2026-04-28\|12.19\|-5.80\|12.42\|12.58\|11.82\|586985;2026-04-29\|12.36\|1.39\|12.10\|12.42\|12.03\|309056;2026-04-30\|11.85\|-4.13\|12.37\|12.58\|11.84\|428744;2026-05-06\|12.69\|7.09\|12.12\|13.00\|12.10\|623743;2026-05-07\|13.25\|4.41\|12.72\|13.31\|12.64\|644245;2026-05-08\|13.26\|0.08\|13.03\|13.32\|12.96\|427880;2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966
115653	建滔积层板再度涨价	玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机	2026-03-03\|3.12\|-6.87\|3.37\|3.38\|3.10\|1165429;2026-03-04\|3.43\|9.94\|3.07\|3.43\|3.02\|1744618;2026-03-05\|3.77\|9.91\|3.77\|3.77\|3.77\|187585;2026-03-06\|4.15\|10.08\|4.00\|4.15\|3.83\|1782960;2026-03-09\|3.89\|-6.27\|3.88\|4.09\|3.76\|3067578;2026-03-10\|3.96\|1.80\|3.89\|4.07\|3.83\|2377601;2026-03-11\|4.16\|5.05\|3.82\|4.36\|3.79\|3055089;2026-03-12\|4.04\|-2.88\|4.14\|4.16\|3.89\|2003488;2026-03-13\|3.83\|-5.20\|3.94\|4.05\|3.77\|1456642;2026-03-16\|4.21\|9.92\|3.79\|4.21\|3.62\|1755959;2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365
115652	建滔积层板再度涨价	铜箔+微通道冷板+固态电池+一季报增长行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。华西证券5月24日研报指出，在AI算力硬件爆发驱动下，RTF和HVLP等高端铜箔供不应求，行业已开启新一轮涨价潮，加工费普遍上调。公司原因： 1、据2026年5月27日投资者关系活动记录表，公司紧跟AI算力发展趋势，重点布局高纯高导无氧铜材、热管素材管、铲齿式微通道冷板组件等产品；2025年AI方向铜基材料销量从2024年3193吨提升至7326吨。 2、据2026年4月29日年报及2026年5月27日投资者关系活动记录表，公司是全球领先的铜加工企业，铜箔业务高速增长，2026年一季度甘肃海亮铜箔销量2.18万吨、同比增长155%，实现净利润1.2亿元。 3、据2026年5月27日投资者关系活动记录表，公司适配固态电池的高耐蚀性铜箔、微孔铜箔、无负极自生成式铜箔已具备量产出货能力，并获头部电池厂商认可。	公司表示铜箔设备在性能上已不逊色于海外设备，且更具成本优势，海外市场有较大拓展空间，积极推动国产铜箔装备及电极材料的出口	2026-03-03\|14.35\|-0.83\|14.47\|15.07\|14.27\|387676;2026-03-04\|14.29\|-0.42\|14.07\|14.88\|13.95\|286401;2026-03-05\|13.99\|-2.10\|14.52\|14.58\|13.90\|237454;2026-03-06\|14.07\|0.57\|13.95\|14.32\|13.79\|179767;2026-03-09\|13.53\|-3.84\|13.89\|13.95\|13.10\|309026;2026-03-10\|13.70\|1.26\|13.63\|13.86\|13.56\|183247;2026-03-11\|13.87\|1.24\|13.71\|13.97\|13.57\|250844;2026-03-12\|13.57\|-2.16\|13.82\|14.50\|13.50\|329287;2026-03-13\|14.29\|5.31\|13.50\|14.58\|13.40\|505669;2026-03-16\|14.32\|0.21\|14.15\|14.48\|13.71\|439748;2026-03-17\|13.43\|-6.22\|14.34\|14.51\|13.40\|341118;2026-03-18\|13.85\|3.13\|13.42\|13.92\|13.03\|275982;2026-03-19\|13.26\|-4.26\|13.48\|13.55\|13.21\|206678;2026-03-20\|13.42\|1.21\|13.92\|14.18\|13.42\|358688;2026-03-23\|12.61\|-6.04\|13.26\|13.40\|12.51\|302793;2026-03-24\|12.57\|-0.32\|12.75\|13.00\|12.30\|222584;2026-03-25\|13.10\|4.22\|12.67\|13.40\|12.67\|321772;2026-03-26\|13.91\|6.18\|13.16\|14.07\|13.07\|532572;2026-03-27\|14.82\|6.54\|13.61\|15.01\|13.36\|610742;2026-03-30\|14.65\|-1.15\|14.59\|14.78\|14.15\|380652;2026-03-31\|13.90\|-5.12\|14.68\|14.72\|13.85\|337552;2026-04-01\|14.51\|4.39\|14.09\|14.62\|14.05\|389118;2026-04-02\|14.68\|1.17\|14.36\|14.85\|14.14\|269010;2026-04-03\|15.04\|2.45\|14.67\|15.40\|14.37\|379788;2026-04-07\|14.87\|-1.13\|15.04\|15.19\|14.69\|233705;2026-04-08\|15.10\|1.55\|15.17\|15.29\|14.96\|348761;2026-04-09\|15.14\|0.26\|14.95\|15.57\|14.91\|269154;2026-04-10\|14.78\|-2.38\|15.15\|15.32\|14.74\|357572;2026-04-13\|15.25\|3.18\|14.88\|15.55\|14.49\|496396;2026-04-14\|15.58\|2.16\|15.35\|16.15\|14.98\|569680;2026-04-15\|15.43\|-0.96\|15.63\|15.73\|15.35\|292606;2026-04-16\|15.81\|2.46\|15.49\|15.96\|15.33\|380048;2026-04-17\|17.39\|9.99\|16.61\|17.39\|16.61\|528656;2026-04-20\|17.91\|2.99\|17.62\|18.39\|17.46\|1036548;2026-04-21\|17.71\|-1.12\|17.60\|17.95\|17.18\|516734;2026-04-22\|18.25\|3.05\|17.86\|18.67\|17.70\|694341;2026-04-23\|17.64\|-3.34\|18.27\|18.48\|17.31\|514650;2026-04-24\|17.69\|0.28\|17.75\|18.12\|17.57\|427904;2026-04-27\|17.23\|-2.60\|17.76\|17.89\|17.03\|475460;2026-04-28\|17.32\|0.52\|17.12\|17.59\|16.80\|410966;2026-04-29\|18.00\|3.93\|17.08\|18.33\|16.84\|589227;2026-04-30\|17.99\|-0.06\|17.60\|18.36\|17.40\|617671;2026-05-06\|19.79\|10.01\|17.99\|19.79\|17.64\|928368;2026-05-07\|20.89\|5.56\|19.70\|21.01\|18.86\|1136520;2026-05-08\|22.11\|5.84\|21.08\|22.48\|20.71\|947152;2026-05-11\|22.52\|1.85\|22.13\|23.13\|21.53\|701990;2026-05-12\|22.90\|1.69\|22.96\|23.26\|22.05\|527154;2026-05-13\|23.03\|0.57\|22.45\|23.28\|22.17\|418516;2026-05-14\|21.71\|-5.73\|22.60\|23.20\|21.50\|522878;2026-05-15\|21.19\|-2.40\|21.61\|22.00\|20.85\|435076;2026-05-18\|21.58\|1.84\|20.73\|21.79\|19.96\|681694;2026-05-19\|20.52\|-4.91\|21.56\|21.58\|20.20\|433426;2026-05-20\|20.69\|0.83\|20.33\|20.80\|19.70\|426612;2026-05-21\|20.00\|-3.33\|20.99\|21.48\|19.92\|499033;2026-05-22\|21.42\|7.10\|20.12\|21.90\|19.61\|508672;2026-05-25\|20.98\|-2.05\|21.56\|21.86\|20.20\|502243;2026-05-26\|19.75\|-5.86\|20.81\|20.83\|19.30\|514293;2026-05-27\|19.06\|-3.49\|19.76\|20.13\|18.95\|436444;2026-05-28\|20.97\|10.02\|18.99\|20.97\|18.81\|623206;2026-05-29\|20.51\|-2.19\|21.10\|21.55\|20.15\|790894;2026-06-01\|20.06\|-2.19\|20.52\|20.78\|19.91\|408742;2026-06-02\|19.59\|-2.34\|20.19\|20.39\|19.21\|415897;2026-06-03\|20.41\|4.19\|19.61\|21.06\|19.49\|457574;2026-06-04\|19.49\|-4.51\|20.09\|20.25\|19.31\|300402;2026-06-05\|19.04\|-2.31\|19.49\|19.75\|18.88\|298879;2026-06-08\|17.90\|-5.99\|17.89\|18.39\|17.68\|417877;2026-06-09\|18.86\|5.36\|18.22\|19.27\|17.80\|367729;2026-06-10\|19.37\|2.70\|18.79\|19.56\|18.00\|449132;2026-06-11\|21.31\|10.02\|21.31\|21.31\|21.31\|268346;2026-06-12\|23.44\|10.00\|23.42\|23.44\|22.62\|1025318;2026-06-15\|24.79\|5.76\|23.00\|25.50\|22.50\|1801445;2026-06-16\|24.50\|-1.17\|24.00\|25.20\|24.00\|1087073;2026-06-17\|23.20\|-5.31\|23.97\|24.87\|23.00\|1007099;2026-06-18\|25.52\|10.00\|22.95\|25.52\|22.74\|785435;2026-06-22\|26.30\|3.06\|26.57\|26.99\|25.15\|1366945;2026-06-23\|24.40\|-7.22\|26.30\|26.46\|24.01\|961153;2026-06-24\|24.68\|1.15\|24.27\|25.13\|23.72\|683516;2026-06-25\|24.05\|-2.55\|24.33\|24.68\|23.75\|608792;2026-06-26\|22.58\|-6.11\|23.95\|24.05\|22.15\|572954;2026-06-29\|21.73\|-3.76\|22.56\|23.00\|21.10\|487782;2026-06-30\|22.85\|5.15\|21.52\|23.14\|21.21\|538864;2026-07-01\|22.05\|-3.50\|22.97\|23.40\|21.86\|445265;2026-07-02\|20.94\|-5.03\|21.48\|21.97\|20.85\|487561;2026-07-03\|21.77\|3.96\|20.95\|22.35\|20.72\|504961;2026-07-06\|20.34\|-6.57\|22.20\|22.28\|20.27\|387192;2026-07-07\|20.30\|-0.20\|20.22\|20.77\|20.07\|279064;2026-07-08\|20.41\|0.54\|20.30\|21.17\|19.76\|432289;2026-07-09\|20.08\|-1.03\|20.60\|20.60\|18.58\|612542;2026-07-10\|19.50\|-2.89\|20.08\|20.55\|19.50\|320437
115651	建滔积层板再度涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-03-03\|3.88\|-6.05\|4.17\|4.19\|3.88\|610556;2026-03-04\|3.90\|0.52\|3.79\|3.95\|3.77\|412813;2026-03-05\|3.99\|2.31\|3.97\|4.04\|3.94\|349543;2026-03-06\|4.09\|2.51\|3.96\|4.09\|3.91\|311577;2026-03-09\|4.02\|-1.71\|4.04\|4.05\|3.93\|324164;2026-03-10\|4.12\|2.49\|4.08\|4.12\|4.01\|309337;2026-03-11\|4.09\|-0.73\|4.12\|4.15\|4.07\|253325;2026-03-12\|4.04\|-1.22\|4.09\|4.14\|4.02\|259701;2026-03-13\|4.08\|0.99\|4.03\|4.12\|4.00\|268089;2026-03-16\|4.11\|0.74\|4.06\|4.11\|4.03\|261362;2026-03-17\|3.97\|-3.41\|4.13\|4.18\|3.94\|356145;2026-03-18\|4.01\|1.01\|3.98\|4.02\|3.93\|187630;2026-03-19\|3.88\|-3.24\|3.96\|3.98\|3.85\|257539;2026-03-20\|3.78\|-2.58\|3.90\|3.93\|3.77\|234712;2026-03-23\|3.47\|-8.20\|3.71\|3.75\|3.46\|382095;2026-03-24\|3.65\|5.19\|3.58\|3.66\|3.46\|282881;2026-03-25\|3.74\|2.47\|3.68\|3.80\|3.64\|233030;2026-03-26\|3.67\|-1.87\|3.72\|3.79\|3.66\|172706;2026-03-27\|3.78\|3.00\|3.60\|3.81\|3.60\|224226;2026-03-30\|3.81\|0.79\|3.73\|3.81\|3.71\|159532;2026-03-31\|3.71\|-2.62\|3.81\|3.87\|3.70\|172786;2026-04-01\|3.75\|1.08\|3.79\|3.81\|3.71\|164220;2026-04-02\|3.70\|-1.33\|3.75\|3.78\|3.67\|149070;2026-04-03\|3.59\|-2.97\|3.69\|3.72\|3.56\|157378;2026-04-07\|3.69\|2.79\|3.61\|3.71\|3.60\|136444;2026-04-08\|3.80\|2.98\|3.76\|3.82\|3.73\|200169;2026-04-09\|3.71\|-2.37\|3.77\|3.79\|3.70\|141828;2026-04-10\|3.75\|1.08\|3.73\|3.84\|3.73\|217359;2026-04-13\|3.78\|0.80\|3.73\|3.78\|3.71\|153544;2026-04-14\|3.82\|1.06\|3.83\|3.84\|3.75\|195944;2026-04-15\|3.72\|-2.62\|3.83\|3.84\|3.71\|203964;2026-04-16\|3.79\|1.88\|3.73\|3.80\|3.70\|165011;2026-04-17\|3.87\|2.11\|3.78\|3.89\|3.77\|292149;2026-04-20\|3.84\|-0.78\|3.88\|3.88\|3.81\|178708;2026-04-21\|3.79\|-1.30\|3.85\|3.85\|3.76\|162707;2026-04-22\|3.82\|0.79\|3.76\|3.92\|3.76\|204423;2026-04-23\|3.67\|-3.93\|3.82\|3.86\|3.64\|311551;2026-04-24\|3.64\|-0.82\|3.66\|3.67\|3.59\|171272;2026-04-27\|3.67\|0.82\|3.60\|3.67\|3.56\|150293;2026-04-28\|3.66\|-0.27\|3.63\|3.67\|3.61\|124489;2026-04-29\|3.69\|0.82\|3.68\|3.73\|3.65\|173848;2026-04-30\|3.64\|-1.35\|3.67\|3.72\|3.63\|173060;2026-05-06\|3.70\|1.65\|3.66\|3.73\|3.62\|253338;2026-05-07\|3.78\|2.16\|3.70\|3.92\|3.69\|331056;2026-05-08\|3.78\|0.00\|3.76\|3.81\|3.72\|244393;2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742
115650	证监会批复同意长鑫科技IPO注册	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-03-03\|241.00\|-6.93\|257.79\|258.00\|240.00\|319676;2026-03-04\|236.00\|-2.07\|236.98\|243.88\|233.77\|184683;2026-03-05\|242.99\|2.96\|245.96\|247.50\|237.85\|214060;2026-03-06\|241.90\|-0.45\|240.00\|242.97\|238.49\|145189;2026-03-09\|238.43\|-1.43\|232.73\|241.40\|226.10\|227852;2026-03-10\|247.53\|3.82\|246.99\|250.98\|244.80\|216856;2026-03-11\|244.20\|-1.35\|247.54\|255.36\|242.82\|192500;2026-03-12\|242.00\|-0.90\|241.70\|251.68\|240.50\|172988;2026-03-13\|235.74\|-2.59\|239.00\|240.80\|235.05\|136568;2026-03-16\|233.85\|-0.80\|235.18\|236.88\|224.99\|222474;2026-03-17\|227.09\|-2.89\|235.98\|236.10\|227.09\|135972;2026-03-18\|231.40\|1.90\|228.45\|232.50\|224.10\|149263;2026-03-19\|222.63\|-3.79\|227.00\|227.80\|221.00\|173639;2026-03-20\|216.42\|-2.79\|224.50\|225.50\|216.00\|202276;2026-03-23\|207.04\|-4.33\|212.99\|214.98\|206.08\|211275;2026-03-24\|213.27\|3.01\|210.69\|213.98\|202.98\|220991;2026-03-25\|217.40\|1.94\|214.45\|221.53\|212.55\|212937;2026-03-26\|218.70\|0.60\|223.33\|228.00\|218.00\|224300;2026-03-27\|220.95\|1.03\|214.60\|223.89\|210.30\|183993;2026-03-30\|215.73\|-2.36\|218.60\|218.88\|213.07\|146124;2026-03-31\|210.26\|-2.54\|214.56\|218.04\|210.01\|144813;2026-04-01\|220.31\|4.78\|217.10\|221.80\|215.00\|196837;2026-04-02\|213.00\|-3.32\|219.00\|219.24\|211.30\|130062;2026-04-03\|213.77\|0.36\|214.07\|218.17\|213.22\|117089;2026-04-07\|217.54\|1.76\|214.00\|223.85\|211.00\|198711;2026-04-08\|228.50\|5.04\|226.10\|231.90\|223.05\|309165;2026-04-09\|227.00\|-0.66\|225.00\|230.36\|223.66\|196361;2026-04-10\|231.82\|2.12\|230.49\|238.51\|230.49\|294607;2026-04-13\|245.25\|5.79\|240.00\|256.72\|240.00\|426639;2026-04-14\|248.78\|1.44\|251.01\|252.86\|245.03\|277276;2026-04-15\|252.00\|1.29\|251.89\|261.30\|248.19\|362923;2026-04-16\|253.00\|0.40\|252.50\|255.00\|248.00\|234218;2026-04-17\|260.00\|2.77\|258.00\|268.50\|257.10\|327515;2026-04-20\|261.78\|0.68\|262.00\|271.55\|260.59\|278574;2026-04-21\|252.55\|-3.53\|260.00\|260.03\|250.30\|213875;2026-04-22\|259.20\|2.63\|251.02\|260.23\|251.00\|239767;2026-04-23\|263.40\|1.62\|268.20\|274.26\|259.30\|361031;2026-04-24\|285.00\|8.20\|275.63\|293.30\|271.06\|541251;2026-04-27\|296.27\|3.95\|300.00\|305.00\|293.30\|463427;2026-04-28\|289.00\|-2.45\|290.00\|300.02\|286.00\|318008;2026-04-29\|278.77\|-3.54\|284.72\|287.80\|271.06\|356134;2026-04-30\|296.25\|6.27\|284.90\|302.68\|284.88\|489093;2026-05-06\|344.41\|16.26\|322.10\|355.50\|321.00\|616090;2026-05-07\|341.60\|-0.82\|342.69\|343.17\|333.88\|481372;2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|51342374
115649	证监会批复同意长鑫科技IPO注册	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-03-03\|237.80\|-11.07\|269.00\|271.47\|235.01\|276708;2026-03-04\|229.00\|-3.70\|229.15\|240.75\|225.92\|208344;2026-03-05\|241.08\|5.28\|241.00\|248.29\|235.00\|242544;2026-03-06\|240.85\|-0.10\|239.50\|247.88\|237.44\|157892;2026-03-09\|230.58\|-4.26\|220.50\|233.99\|214.00\|195294;2026-03-10\|240.00\|4.09\|242.62\|246.62\|234.56\|178037;2026-03-11\|220.87\|-7.97\|242.31\|245.00\|218.00\|253322;2026-03-12\|216.00\|-2.20\|220.16\|225.83\|211.66\|209591;2026-03-13\|208.52\|-3.46\|215.00\|216.00\|206.02\|200906;2026-03-16\|208.01\|-0.24\|207.00\|209.00\|202.08\|137379;2026-03-17\|205.10\|-1.40\|208.94\|215.00\|204.05\|163903;2026-03-18\|208.70\|1.76\|208.79\|211.03\|203.30\|128934;2026-03-19\|199.52\|-4.40\|201.80\|204.87\|198.08\|132528;2026-03-20\|199.50\|-0.01\|203.31\|209.88\|198.60\|193275;2026-03-23\|190.50\|-4.51\|196.50\|198.16\|188.01\|166755;2026-03-24\|205.88\|8.07\|194.90\|206.37\|187.41\|253433;2026-03-25\|214.80\|4.33\|208.20\|217.00\|207.00\|230119;2026-03-26\|213.35\|-0.68\|218.10\|218.87\|209.00\|154622;2026-03-27\|215.53\|1.02\|208.00\|217.85\|205.06\|155117;2026-03-30\|212.30\|-1.50\|208.00\|215.50\|206.79\|126528;2026-03-31\|202.30\|-4.71\|210.51\|212.00\|199.99\|169435;2026-04-01\|223.00\|10.23\|213.00\|229.00\|213.00\|271537;2026-04-02\|219.00\|-1.79\|219.92\|222.86\|215.00\|160818;2026-04-03\|224.80\|2.65\|224.00\|228.97\|217.96\|180145;2026-04-07\|230.55\|2.56\|230.40\|239.50\|230.23\|203450;2026-04-08\|240.72\|4.41\|243.00\|253.00\|235.68\|220825;2026-04-09\|238.24\|-1.03\|235.00\|247.60\|234.03\|176718;2026-04-10\|248.00\|4.10\|245.00\|257.30\|242.30\|203845;2026-04-13\|239.17\|-3.56\|246.10\|255.00\|236.01\|229993;2026-04-14\|245.50\|2.65\|243.71\|256.03\|235.00\|271889;2026-04-15\|254.24\|3.56\|245.00\|258.65\|238.23\|241780;2026-04-16\|244.70\|-3.75\|252.00\|254.00\|219.00\|471324;2026-04-17\|241.08\|-1.48\|237.00\|242.79\|231.70\|289376;2026-04-20\|251.39\|4.28\|240.52\|252.80\|239.00\|244344;2026-04-21\|233.06\|-7.29\|254.00\|255.00\|232.19\|335744;2026-04-22\|250.95\|7.68\|231.15\|252.50\|231.15\|302160;2026-04-23\|235.50\|-6.16\|253.00\|253.01\|232.60\|249651;2026-04-24\|228.71\|-2.88\|235.00\|236.55\|218.43\|278020;2026-04-27\|242.04\|5.83\|234.80\|245.96\|231.68\|241518;2026-04-28\|229.17\|-5.32\|242.00\|242.00\|226.30\|197749;2026-04-29\|234.07\|2.14\|224.02\|240.40\|223.52\|207172;2026-04-30\|280.88\|20.00\|260.00\|280.88\|260.00\|409052;2026-05-06\|278.60\|-0.81\|292.00\|296.96\|278.20\|476452;2026-05-07\|275.00\|-1.29\|275.00\|278.50\|266.00\|384731;2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|31267173
115648	证监会批复同意长鑫科技IPO注册	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	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;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
115647	证监会批复同意长鑫科技IPO注册	芯片抛光液+航空航天+参股中科声龙行业原因：据财闻3月16日报道，Omdia发文表示，存储芯片市场供需失衡预计将在2026年下半年持续存在，产量增长落后于需求，供应商面临扩产与控本的双重挑战。截至2026年1月，主流DDR4 8Gb DRAM合约价11.5美元，较2025年9月上涨83%；128Gb NAND闪存合约价9.5美元，较2025年9月涨近1.5倍，两大产品价格均创2016年有统计以来新高。公司原因： 1、据2025年11月26日互动易，公司参股公司领航电子在芯片产业中的主要产品包括IC、硅晶圆和碳化硅等半导体级抛光液，其核心产品钨抛光液目前在国内头部FAB厂实现了重大突破。 2、据2025年6月30日互动易，公司的抛光材料业务涉及航天航空领域，主要直接客户有中国商飞等。据2026年2月10日互动易，公司与中国空间技术研究院合作开展的航天器用非晶合金反射镜样品试制及验证试验项目已结项，该项目是否具有应用场景存在较大不确定性。相关信息请以公司公告为准 3、据2024年12月30日互动易，Sunlune专注于为全球客户提供算力芯片系统的研发、设计、生产、销售和相应的技术指导等综合服务。据2025年6月16日互动易，截至目前，公司持有中科声龙境外母公司股权比例为1.8225%。 4、据2025年8月27日半年报，公司“材料+设备+工艺”三维协同，深耕抛光材料主业，智能装备及结构件收入占比近25%，已获头部手机终端厂商试用订单。	参股子公司中科声龙基于3D异质集成的大规模存算一体芯片领域处于业界领先水平	2026-03-03\|36.02\|3.54\|35.19\|37.57\|34.80\|204531;2026-03-04\|34.85\|-3.25\|32.85\|36.10\|32.85\|121314;2026-03-05\|34.58\|-0.77\|35.31\|35.99\|34.42\|101856;2026-03-06\|35.82\|3.59\|34.30\|36.88\|33.74\|123505;2026-03-09\|37.25\|3.99\|36.60\|37.80\|35.51\|203760;2026-03-10\|37.66\|1.10\|37.34\|38.68\|36.86\|176184;2026-03-11\|36.60\|-2.81\|37.58\|38.68\|36.20\|141205;2026-03-12\|35.28\|-3.61\|36.62\|36.73\|35.00\|80181;2026-03-13\|33.94\|-3.80\|34.92\|35.46\|33.79\|81064;2026-03-16\|40.73\|20.01\|34.12\|40.73\|33.50\|235741;2026-03-17\|40.12\|-1.50\|42.00\|42.30\|39.64\|257406;2026-03-18\|42.10\|4.94\|40.50\|43.94\|40.30\|295585;2026-03-19\|38.99\|-7.39\|41.18\|41.53\|38.74\|201422;2026-03-20\|36.31\|-6.87\|38.99\|39.08\|36.00\|187134;2026-03-23\|32.10\|-11.59\|33.70\|34.99\|31.71\|207023;2026-03-24\|34.06\|6.11\|32.68\|34.15\|31.96\|164568;2026-03-25\|37.12\|8.98\|35.30\|39.19\|35.30\|211110;2026-03-26\|35.38\|-4.69\|37.17\|37.77\|35.24\|153758;2026-03-27\|36.02\|1.81\|35.01\|36.83\|34.01\|105148;2026-03-30\|35.40\|-1.72\|35.64\|35.88\|34.70\|70792;2026-03-31\|34.14\|-3.56\|35.13\|35.66\|34.08\|92283;2026-04-01\|35.54\|4.10\|35.29\|37.21\|34.93\|134578;2026-04-02\|34.94\|-1.69\|34.84\|36.91\|34.50\|124231;2026-04-03\|34.43\|-1.46\|36.00\|36.13\|33.95\|93162;2026-04-07\|35.01\|1.68\|35.00\|36.88\|34.71\|111385;2026-04-08\|40.08\|14.48\|36.00\|40.90\|35.41\|230903;2026-04-09\|39.69\|-0.97\|39.20\|40.82\|38.92\|173981;2026-04-10\|39.28\|-1.03\|39.99\|40.50\|37.50\|161252;2026-04-13\|38.77\|-1.30\|38.60\|39.67\|38.00\|92850;2026-04-14\|38.68\|-0.23\|39.17\|39.56\|38.03\|121053;2026-04-15\|37.52\|-3.00\|38.70\|38.84\|37.37\|95909;2026-04-16\|38.04\|1.39\|37.54\|38.42\|36.83\|96744;2026-04-17\|38.60\|1.47\|37.71\|38.94\|37.45\|112374;2026-04-20\|38.60\|0.00\|38.79\|39.85\|38.19\|137712;2026-04-21\|38.17\|-1.11\|37.94\|38.56\|37.51\|79303;2026-04-22\|38.10\|-0.18\|37.60\|38.60\|37.60\|88574;2026-04-23\|37.00\|-2.89\|38.79\|39.93\|36.76\|148783;2026-04-24\|35.24\|-4.76\|36.61\|37.34\|34.66\|127438;2026-04-27\|35.80\|1.59\|35.29\|36.46\|35.28\|83010;2026-04-28\|36.97\|3.27\|35.54\|38.42\|33.83\|166936;2026-04-29\|38.52\|4.19\|36.67\|39.47\|35.68\|176184;2026-04-30\|37.72\|-2.08\|38.53\|38.99\|37.49\|98257;2026-05-06\|38.98\|3.34\|38.75\|39.60\|38.05\|116890;2026-05-07\|39.87\|2.28\|38.75\|40.15\|38.25\|129568;2026-05-08\|39.08\|-1.98\|39.32\|40.12\|39.00\|108234;2026-05-11\|40.10\|2.61\|39.70\|41.15\|39.30\|117318;2026-05-12\|38.60\|-3.74\|39.80\|39.99\|37.61\|121979;2026-05-13\|39.44\|2.18\|37.88\|39.80\|37.47\|92386;2026-05-14\|38.20\|-3.14\|39.48\|39.53\|38.20\|68578;2026-05-15\|38.32\|0.31\|38.39\|40.14\|37.66\|127704;2026-05-18\|39.91\|4.15\|38.28\|40.10\|37.00\|118853;2026-05-19\|39.81\|-0.25\|39.60\|40.68\|39.03\|106474;2026-05-20\|43.77\|9.95\|40.10\|45.68\|39.89\|245128;2026-05-21\|37.14\|-15.15\|43.01\|43.77\|36.92\|262492;2026-05-22\|38.24\|2.96\|37.10\|38.87\|36.63\|167567;2026-05-25\|41.26\|7.90\|39.00\|42.43\|38.29\|186473;2026-05-26\|41.03\|-0.56\|40.68\|41.45\|38.90\|132271;2026-05-27\|39.20\|-4.46\|41.23\|41.45\|39.03\|119623;2026-05-28\|39.61\|1.05\|38.72\|40.08\|38.53\|96060;2026-05-29\|35.42\|-10.12\|39.62\|40.40\|35.10\|144862;2026-06-01\|33.30\|-5.99\|33.58\|36.09\|33.13\|107916;2026-06-02\|33.10\|-0.60\|33.16\|33.83\|32.01\|77324;2026-06-03\|33.59\|1.48\|32.80\|35.14\|32.76\|77319;2026-06-04\|34.16\|1.70\|33.14\|35.85\|32.60\|86032;2026-06-05\|35.09\|2.72\|33.57\|36.82\|32.66\|114953;2026-06-08\|33.28\|-5.16\|33.89\|35.47\|32.98\|87330;2026-06-09\|38.00\|14.18\|34.10\|38.61\|34.10\|184374;2026-06-10\|39.53\|4.03\|38.25\|42.25\|38.10\|172691;2026-06-11\|38.89\|-1.62\|39.77\|39.77\|37.91\|97586;2026-06-12\|38.77\|-0.31\|40.00\|40.89\|38.72\|95220;2026-06-15\|43.80\|12.97\|38.72\|43.98\|38.72\|154819;2026-06-16\|44.60\|1.83\|43.81\|45.45\|43.40\|121406;2026-06-17\|46.79\|4.91\|44.28\|47.20\|43.50\|111579;2026-06-18\|51.59\|10.26\|46.10\|51.88\|45.91\|126983;2026-06-22\|48.82\|-5.37\|51.61\|51.90\|48.23\|140406;2026-06-23\|49.21\|0.80\|48.71\|50.44\|47.32\|116792;2026-06-24\|47.45\|-3.58\|49.51\|49.96\|47.10\|82672;2026-06-25\|45.96\|-3.14\|47.31\|48.51\|45.50\|92586;2026-06-26\|43.00\|-6.44\|45.51\|45.70\|42.69\|86323;2026-06-29\|41.15\|-4.30\|43.27\|43.95\|39.14\|105640;2026-06-30\|42.56\|3.43\|41.01\|42.85\|40.67\|85638;2026-07-01\|44.47\|4.49\|43.72\|48.00\|43.55\|118462;2026-07-02\|42.32\|-4.83\|42.20\|45.95\|42.20\|121141;2026-07-03\|40.82\|-3.54\|42.61\|43.14\|40.30\|95764;2026-07-06\|38.81\|-4.92\|40.48\|42.38\|38.20\|77426;2026-07-07\|38.12\|-1.78\|38.81\|39.83\|37.76\|70756;2026-07-08\|36.41\|-4.49\|38.00\|38.50\|34.95\|77488;2026-07-09\|36.85\|1.21\|36.35\|37.68\|35.00\|61975;2026-07-10\|34.98\|-5.07\|36.92\|38.31\|34.97\|84446
115646	证监会批复同意长鑫科技IPO注册	存储芯片+商业航天+光伏银浆行业原因： 1、据TrendForce2月2日最新预测，2026年Q1 DRAM合约价环比再涨90-95%，NAND闪存涨55-60%，涨价幅度大幅上修。 2、2月3日美股闪迪涨逾15%、西部数据涨近8%，全球资金回流存储龙头，映射A股情绪修复。公司原因： 1、据2026年1月14日业绩预告，DRAM景气度提升，公司存储芯片业务2025年营收约5亿元，Q4单季2.3亿元，同比大幅增长。 2、据2026年1月13日互动易，公司导电浆料已用于商业航天卫星太阳翼，部分电子元器件银浆应用于卫星通信。 3、据2025年2月28日年报，公司光伏导电银浆产品性能行业领先，与多家龙头客户实现TBC电池技术大规模量产。	1、公司存储业务一季度实现营业收入约1.97亿元，2026年出货量目标3000-5000万颗，目标在未来两三年内发展成为国内领先的第三方DRAM存储模组企业； 2、全球光伏导电银浆供应链第一梯队；公司持续关注导电浆料在太空光伏等高可靠性需求领域的应用，相关导电浆料产品已经用于商业航天卫星太阳翼	2026-03-03\|105.95\|-10.33\|116.97\|119.55\|104.49\|152809;2026-03-04\|105.81\|-0.13\|103.25\|107.88\|103.00\|74473;2026-03-05\|103.37\|-2.31\|109.29\|110.29\|101.81\|70637;2026-03-06\|104.50\|1.09\|102.14\|107.70\|101.50\|68789;2026-03-09\|100.64\|-3.69\|100.84\|102.99\|95.90\|77016;2026-03-10\|104.93\|4.26\|101.87\|106.44\|101.02\|74018;2026-03-11\|103.80\|-1.08\|105.00\|106.78\|103.75\|72737;2026-03-12\|99.90\|-3.76\|104.00\|106.64\|98.53\|58920;2026-03-13\|97.70\|-2.20\|99.00\|100.81\|97.02\|63595;2026-03-16\|98.50\|0.82\|99.00\|99.45\|95.28\|52601;2026-03-17\|95.55\|-2.99\|100.50\|101.53\|95.50\|43772;2026-03-18\|99.77\|4.42\|97.46\|102.84\|95.68\|70326;2026-03-19\|97.72\|-2.05\|97.58\|101.06\|97.16\|57171;2026-03-20\|94.07\|-3.74\|98.21\|100.35\|93.08\|106914;2026-03-23\|87.77\|-6.70\|93.00\|94.93\|87.35\|90220;2026-03-24\|88.00\|0.26\|90.01\|90.63\|83.88\|86633;2026-03-25\|87.24\|-0.86\|88.16\|91.93\|86.50\|76817;2026-03-26\|85.15\|-2.40\|86.92\|88.47\|84.17\|50049;2026-03-27\|85.05\|-0.12\|84.70\|86.20\|82.67\|43092;2026-03-30\|83.66\|-1.63\|85.00\|85.30\|82.00\|63036;2026-03-31\|81.39\|-2.71\|83.80\|85.06\|80.58\|53432;2026-04-01\|82.41\|1.25\|82.61\|83.97\|80.94\|51207;2026-04-02\|80.54\|-2.27\|81.81\|82.66\|79.90\|35683;2026-04-03\|78.58\|-2.43\|80.93\|81.35\|77.88\|40450;2026-04-07\|78.39\|-0.24\|78.97\|79.95\|77.93\|31658;2026-04-08\|83.18\|6.11\|80.00\|83.84\|80.00\|54828;2026-04-09\|82.18\|-1.20\|81.81\|83.10\|80.45\|38407;2026-04-10\|83.41\|1.50\|82.95\|85.58\|82.06\|59877;2026-04-13\|83.85\|0.53\|82.00\|85.40\|82.00\|47963;2026-04-14\|84.45\|0.72\|84.06\|86.49\|82.78\|47219;2026-04-15\|84.23\|-0.26\|84.93\|87.48\|83.96\|63110;2026-04-16\|85.49\|1.50\|84.26\|86.66\|82.82\|50612;2026-04-17\|84.86\|-0.74\|84.35\|85.90\|83.38\|55748;2026-04-20\|85.60\|0.87\|84.50\|87.35\|84.02\|56397;2026-04-21\|85.32\|-0.33\|85.60\|86.44\|83.93\|37226;2026-04-22\|85.30\|-0.02\|84.47\|85.85\|82.29\|51621;2026-04-23\|85.64\|0.40\|85.98\|89.09\|83.95\|80354;2026-04-24\|84.50\|-1.33\|85.68\|86.50\|84.23\|59286;2026-04-27\|87.60\|3.67\|84.50\|90.28\|84.50\|80711;2026-04-28\|85.48\|-2.42\|87.60\|88.08\|84.73\|68160;2026-04-29\|90.08\|5.38\|84.73\|91.00\|80.03\|103043;2026-04-30\|90.89\|0.90\|90.42\|94.11\|89.89\|95384;2026-05-06\|95.10\|4.63\|93.05\|96.80\|91.50\|119932;2026-05-07\|96.07\|1.02\|95.10\|97.20\|94.69\|81415;2026-05-08\|94.25\|-1.89\|96.80\|96.80\|93.40\|79723;2026-05-11\|97.85\|3.82\|95.95\|100.50\|95.12\|113908;2026-05-12\|95.17\|-2.74\|98.57\|99.44\|94.26\|72378;2026-05-13\|95.16\|-0.01\|94.00\|96.50\|91.70\|77217;2026-05-14\|93.35\|-1.90\|100.00\|100.00\|93.35\|105797;2026-05-15\|91.43\|-2.06\|93.35\|94.30\|89.00\|98842;2026-05-18\|94.89\|3.78\|91.86\|97.38\|91.45\|99269;2026-05-19\|96.70\|1.91\|94.10\|96.80\|91.49\|79039;2026-05-20\|95.58\|-1.16\|96.70\|97.88\|95.06\|61469;2026-05-21\|90.16\|-5.67\|97.49\|98.25\|89.86\|90410;2026-05-22\|95.20\|5.59\|91.25\|96.08\|90.35\|77383;2026-05-25\|100.66\|5.74\|95.90\|101.18\|93.81\|95259;2026-05-26\|99.27\|-1.38\|101.00\|102.50\|96.87\|78054;2026-05-27\|95.26\|-4.04\|101.14\|102.65\|94.45\|80029;2026-05-28\|95.54\|0.29\|94.10\|97.40\|92.92\|59223;2026-05-29\|85.80\|-10.19\|96.06\|98.43\|84.80\|121338;2026-06-01\|82.30\|-4.08\|87.52\|88.49\|82.00\|74049;2026-06-02\|81.88\|-0.51\|82.85\|83.32\|78.00\|62649;2026-06-03\|82.22\|0.42\|81.00\|85.75\|79.97\|75656;2026-06-04\|82.80\|0.71\|81.26\|84.33\|80.02\|49696;2026-06-05\|82.03\|-0.93\|82.07\|86.16\|78.19\|87592;2026-06-08\|77.21\|-5.88\|79.00\|82.50\|75.88\|68329;2026-06-09\|80.63\|4.43\|78.51\|80.87\|77.02\|56354;2026-06-10\|77.91\|-3.37\|79.10\|79.56\|76.16\|49874;2026-06-11\|77.00\|-1.17\|77.33\|78.40\|75.92\|38151;2026-06-12\|75.77\|-1.60\|78.00\|79.86\|75.48\|57259;2026-06-15\|78.19\|3.19\|76.50\|78.88\|75.85\|68224;2026-06-16\|80.02\|2.34\|78.59\|80.75\|76.94\|49621;2026-06-17\|78.06\|-2.45\|79.02\|80.48\|77.83\|49712;2026-06-18\|86.20\|10.43\|78.73\|90.53\|78.00\|116156;2026-06-22\|92.39\|7.18\|85.84\|92.73\|83.52\|136031;2026-06-23\|88.88\|-3.80\|91.90\|96.58\|88.20\|100206;2026-06-24\|87.71\|-1.32\|88.49\|89.32\|84.20\|69547;2026-06-25\|85.75\|-2.23\|89.66\|90.88\|85.28\|61257;2026-06-26\|85.77\|0.02\|85.28\|90.68\|83.83\|88656;2026-06-29\|84.20\|-1.83\|85.93\|89.90\|82.16\|74992;2026-06-30\|89.17\|5.90\|83.70\|89.19\|83.09\|83310;2026-07-01\|88.02\|-1.29\|91.60\|92.23\|87.14\|69731;2026-07-02\|84.10\|-4.45\|86.74\|91.26\|83.50\|85169;2026-07-03\|81.81\|-2.72\|84.90\|86.56\|80.88\|66536;2026-07-06\|76.68\|-6.27\|83.33\|84.90\|74.82\|76068;2026-07-07\|75.36\|-1.72\|76.65\|77.43\|74.02\|47287;2026-07-08\|73.86\|-1.99\|75.30\|77.49\|71.00\|54581;2026-07-09\|81.00\|9.67\|75.75\|81.49\|72.80\|73381;2026-07-10\|78.00\|-3.70\|81.97\|83.50\|77.68\|57538
115645	证监会批复同意长鑫科技IPO注册	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-03-03\|40.25\|-7.51\|43.90\|44.30\|40.05\|113228;2026-03-04\|40.10\|-0.37\|40.08\|40.79\|39.39\|110110;2026-03-05\|43.87\|9.40\|41.32\|45.50\|41.01\|247834;2026-03-06\|42.71\|-2.64\|42.62\|44.15\|42.62\|122509;2026-03-09\|42.24\|-1.10\|41.70\|42.50\|40.80\|101121;2026-03-10\|43.28\|2.46\|43.15\|43.96\|42.73\|102679;2026-03-11\|41.81\|-3.40\|43.27\|43.55\|41.63\|100417;2026-03-12\|40.81\|-2.39\|41.60\|42.10\|40.30\|69256;2026-03-13\|40.15\|-1.62\|40.32\|41.10\|39.40\|70739;2026-03-16\|41.63\|3.69\|39.90\|42.20\|39.22\|112958;2026-03-17\|39.74\|-4.54\|41.70\|41.72\|39.65\|74766;2026-03-18\|41.74\|5.03\|40.46\|42.47\|39.78\|117832;2026-03-19\|40.59\|-2.76\|41.28\|41.72\|40.38\|80613;2026-03-20\|39.11\|-3.65\|40.67\|41.17\|39.08\|86678;2026-03-23\|36.50\|-6.67\|38.38\|38.54\|36.32\|85068;2026-03-24\|37.08\|1.59\|37.58\|37.85\|35.85\|65925;2026-03-25\|38.69\|4.34\|37.53\|40.38\|37.48\|130636;2026-03-26\|38.38\|-0.80\|39.16\|40.43\|38.20\|113558;2026-03-27\|38.25\|-0.34\|37.90\|39.00\|37.29\|78272;2026-03-30\|38.70\|1.18\|37.54\|38.75\|37.36\|58592;2026-03-31\|37.08\|-4.19\|38.43\|38.70\|37.08\|59491;2026-04-01\|40.21\|8.44\|38.51\|40.40\|38.45\|139227;2026-04-02\|38.58\|-4.05\|39.95\|40.14\|38.20\|90547;2026-04-03\|37.95\|-1.63\|38.91\|39.00\|37.58\|63382;2026-04-07\|38.70\|1.98\|38.05\|39.91\|38.05\|80711;2026-04-08\|40.70\|5.17\|40.00\|40.74\|39.48\|93565;2026-04-09\|40.59\|-0.27\|40.06\|41.07\|39.95\|87716;2026-04-10\|42.50\|4.71\|40.93\|43.75\|40.90\|208499;2026-04-13\|46.86\|10.26\|43.31\|48.55\|43.18\|306884;2026-04-14\|47.20\|0.73\|46.94\|49.80\|46.78\|206179;2026-04-15\|44.52\|-5.68\|47.48\|47.83\|44.38\|138339;2026-04-16\|44.62\|0.22\|44.51\|45.10\|43.81\|107921;2026-04-17\|44.50\|-0.27\|44.10\|45.29\|44.06\|90288;2026-04-20\|44.55\|0.11\|44.80\|44.94\|43.82\|96792;2026-04-21\|46.15\|3.59\|44.55\|46.59\|43.80\|196518;2026-04-22\|46.54\|0.85\|45.69\|47.50\|45.13\|171461;2026-04-23\|45.81\|-1.57\|46.54\|47.14\|44.75\|130807;2026-04-24\|47.65\|4.02\|45.90\|47.88\|45.86\|206821;2026-04-27\|46.00\|-3.46\|46.55\|46.87\|42.88\|189073;2026-04-28\|44.49\|-3.28\|45.28\|46.08\|43.85\|144017;2026-04-29\|45.85\|3.06\|44.02\|46.50\|44.02\|121350;2026-04-30\|46.53\|1.48\|45.86\|46.99\|45.40\|147300;2026-05-06\|47.10\|1.23\|47.24\|48.30\|47.03\|201554;2026-05-07\|48.14\|2.21\|47.34\|48.58\|46.78\|163978;2026-05-08\|53.80\|11.76\|48.00\|55.34\|47.23\|318091;2026-05-11\|53.24\|-1.04\|53.82\|54.16\|52.18\|265639;2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822
115644	证监会批复同意长鑫科技IPO注册	一季报扭亏+Micro LED+芯片设计+封装测试行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月30日一季报，公司一季度营收2.15亿元，同比增长94.91%，归母净利润2368.12万元，同比扭亏为盈。 2、据公司2025年年报，公司围绕Micro LED直显、Mini LED背光及智能照明构建多层次产品矩阵，Mini/Micro LED驱动芯片处于高速增长赛道。 3、据公司2025年年报，公司是一家主要从事集成电路研发设计、封装测试和销售的高新技术企业，一直专注于数模混合及模拟集成电路领域。公司在专注主业的同时较早地布局半导体产业链，与多家上游晶圆供应商形成长期稳定的战略合作关系。公司在Fabless的经营模式上，从2014年开始自建封装测试厂，目前已形成了“设计+封测”一体化的产业协同布局。 3、据2025年5月26日互动易，公司自建山东贞明、铜陵碁明封测产线，形成“设计+封测”一体化布局，保障交付与品质。	公司专注于数模混合及模拟集成电路领域，主要产品包括 LED 显示驱动芯片、LED 照明驱动芯片等	2026-03-03\|45.90\|-8.20\|50.50\|50.50\|45.64\|51566;2026-03-04\|45.42\|-1.05\|45.58\|46.68\|45.04\|31718;2026-03-05\|47.16\|3.83\|46.42\|48.35\|46.42\|42312;2026-03-06\|47.19\|0.06\|46.80\|47.77\|46.74\|25910;2026-03-09\|47.28\|0.19\|46.00\|47.28\|45.03\|30304;2026-03-10\|49.92\|5.58\|48.30\|50.44\|47.52\|49808;2026-03-11\|48.81\|-2.22\|49.96\|50.47\|48.27\|39360;2026-03-12\|47.32\|-3.05\|48.30\|48.99\|47.01\|30460;2026-03-13\|47.43\|0.23\|46.83\|48.76\|46.60\|25256;2026-03-16\|49.27\|3.88\|47.29\|49.58\|47.02\|39317;2026-03-17\|47.56\|-3.47\|49.27\|49.77\|47.50\|24748;2026-03-18\|48.36\|1.68\|48.36\|48.45\|47.10\|23368;2026-03-19\|47.43\|-1.92\|47.87\|48.28\|46.60\|27891;2026-03-20\|46.01\|-2.99\|47.74\|48.82\|46.01\|32867;2026-03-23\|42.42\|-7.80\|44.98\|45.49\|42.31\|37213;2026-03-24\|44.00\|3.72\|43.53\|44.03\|42.20\|27394;2026-03-25\|44.51\|1.16\|44.00\|45.84\|43.22\|28590;2026-03-26\|43.10\|-3.17\|44.12\|44.55\|42.88\|26301;2026-03-27\|43.93\|1.93\|42.20\|44.44\|42.20\|18372;2026-03-30\|43.50\|-0.98\|43.10\|43.62\|42.61\|13457;2026-03-31\|42.23\|-2.92\|43.78\|44.10\|42.13\|16840;2026-04-01\|44.05\|4.31\|43.99\|44.25\|42.89\|23070;2026-04-02\|42.19\|-4.22\|43.80\|44.16\|41.86\|20412;2026-04-03\|41.78\|-0.97\|42.68\|42.68\|41.23\|16419;2026-04-07\|42.52\|1.77\|41.75\|43.20\|41.75\|15707;2026-04-08\|45.37\|6.70\|43.50\|45.39\|43.50\|22863;2026-04-09\|44.70\|-1.48\|44.60\|45.36\|44.39\|18808;2026-04-10\|45.08\|0.85\|45.13\|46.00\|45.01\|17211;2026-04-13\|45.87\|1.75\|44.51\|46.80\|44.47\|28288;2026-04-14\|46.74\|1.90\|46.35\|47.86\|46.33\|29617;2026-04-15\|45.75\|-2.12\|47.05\|47.55\|45.60\|22029;2026-04-16\|46.34\|1.29\|45.90\|46.41\|45.71\|18555;2026-04-17\|45.88\|-0.99\|46.07\|46.68\|45.64\|16543;2026-04-20\|45.22\|-1.44\|46.00\|46.27\|45.14\|19445;2026-04-21\|44.77\|-1.00\|45.22\|45.22\|44.17\|18059;2026-04-22\|46.11\|2.99\|44.53\|46.87\|44.51\|34401;2026-04-23\|45.00\|-2.41\|46.89\|46.89\|44.56\|27402;2026-04-24\|44.98\|-0.04\|45.00\|46.33\|44.90\|24974;2026-04-27\|46.72\|3.87\|45.35\|47.06\|43.37\|37368;2026-04-28\|45.88\|-1.80\|46.71\|47.30\|45.66\|24179;2026-04-29\|46.19\|0.68\|45.80\|46.65\|44.81\|23563;2026-04-30\|55.43\|20.00\|50.93\|55.43\|50.93\|58276;2026-05-06\|61.60\|11.13\|60.00\|66.38\|60.00\|163936;2026-05-07\|64.14\|4.12\|61.60\|66.40\|59.38\|122214;2026-05-08\|62.26\|-2.93\|62.04\|63.15\|61.37\|84412;2026-05-11\|67.84\|8.96\|62.17\|67.84\|62.17\|117653;2026-05-12\|64.45\|-5.00\|67.17\|67.17\|63.63\|87593;2026-05-13\|65.75\|2.02\|62.40\|66.35\|62.00\|72050;2026-05-14\|63.45\|-3.50\|65.88\|65.98\|63.33\|56991;2026-05-15\|63.02\|-0.68\|62.80\|64.85\|61.03\|69134;2026-05-18\|64.03\|1.60\|64.31\|65.86\|61.00\|62734;2026-05-19\|65.66\|2.55\|63.69\|66.19\|61.53\|59834;2026-05-20\|70.55\|7.45\|65.75\|71.98\|65.00\|101546;2026-05-21\|62.25\|-11.76\|72.11\|73.37\|61.60\|99210;2026-05-22\|64.91\|4.27\|63.24\|65.67\|62.20\|63499;2026-05-25\|68.70\|5.84\|65.22\|69.47\|62.90\|72362;2026-05-26\|64.88\|-5.56\|66.64\|67.87\|63.20\|62467;2026-05-27\|65.49\|0.94\|64.72\|68.10\|64.70\|60490;2026-05-28\|69.91\|6.75\|64.58\|70.49\|63.09\|78648;2026-05-29\|62.70\|-10.31\|70.74\|70.74\|62.21\|84747;2026-06-01\|60.05\|-4.23\|62.70\|63.50\|58.80\|54797;2026-06-02\|59.40\|-1.08\|60.00\|61.43\|58.58\|39669;2026-06-03\|58.84\|-0.94\|59.00\|61.19\|57.78\|45156;2026-06-04\|58.30\|-0.92\|57.84\|59.51\|57.20\|34440;2026-06-05\|57.15\|-1.97\|57.20\|59.20\|55.51\|33190;2026-06-08\|55.30\|-3.24\|55.15\|56.55\|54.03\|32436;2026-06-09\|59.10\|6.87\|55.75\|59.46\|55.30\|33300;2026-06-10\|58.30\|-1.35\|58.00\|60.86\|57.75\|33438;2026-06-11\|60.18\|3.22\|58.24\|62.40\|58.20\|36234;2026-06-12\|59.01\|-1.94\|61.88\|63.86\|58.20\|40490;2026-06-15\|61.50\|4.22\|59.27\|61.53\|57.88\|33499;2026-06-16\|64.00\|4.07\|61.20\|65.50\|61.20\|46412;2026-06-17\|65.35\|2.11\|62.90\|66.57\|62.65\|44463;2026-06-18\|72.68\|11.22\|65.00\|72.68\|64.70\|80504;2026-06-22\|71.56\|-1.54\|72.13\|72.50\|68.60\|75962;2026-06-23\|75.60\|5.65\|70.14\|79.88\|68.87\|90836;2026-06-24\|76.62\|1.35\|73.30\|77.66\|72.60\|73642;2026-06-25\|77.25\|0.82\|76.02\|78.60\|74.00\|57076;2026-06-26\|73.62\|-4.70\|75.93\|77.64\|72.72\|59497;2026-06-29\|71.79\|-2.49\|73.25\|76.76\|68.00\|85149;2026-06-30\|81.95\|14.15\|71.49\|83.00\|69.13\|84235;2026-07-01\|83.31\|1.66\|82.00\|88.29\|79.95\|98254;2026-07-02\|79.84\|-4.17\|79.08\|86.88\|77.00\|75335;2026-07-03\|74.99\|-6.07\|80.04\|81.73\|74.86\|65042;2026-07-06\|81.90\|9.21\|75.99\|85.80\|72.00\|83252;2026-07-07\|77.35\|-5.56\|79.21\|81.90\|75.62\|59887;2026-07-08\|76.90\|-0.58\|77.00\|79.90\|72.52\|49857;2026-07-09\|78.69\|2.33\|77.36\|78.80\|73.57\|58016;2026-07-10\|72.86\|-7.41\|78.32\|84.64\|72.77\|8214179

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