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
124674	现货黄金日内涨2%，现货白银日内涨幅达3%	黄金+金精矿+国企改革行业原因：美国6月非农新增就业仅5.7万人，远不及预期的11万，交易员推迟加息时点，美元与美债收益率回落，黄金强势拉升突破4160美元。公司原因： 1、据2026年4月3日年报及4月24日投资者关系活动记录表，公司主营金矿采选及金精矿、合质金销售，梭罗沟金矿采矿许可证范围内保有金资源量76.34吨，2025年度生产金精矿金属量约1.7吨。 2、据2026年4月27日一季报，公司一季度营收4.81亿元，同比增长130.79%；归母净利润2.66亿元，同比增长176.93%。 3、据2026年4月3日年报，公司最终控制人为四川省地质矿产勘查开发局，具备国企改革背景。	公司主要从事金矿采选及销售	2026-04-30\|53.73\|5.29\|50.50\|55.20\|50.50\|245416;2026-05-06\|58.20\|8.32\|53.89\|58.98\|53.89\|209164;2026-05-07\|58.35\|0.26\|58.21\|59.50\|56.40\|191833;2026-05-08\|59.19\|1.44\|57.42\|61.04\|57.00\|188592;2026-05-11\|59.86\|1.13\|58.00\|59.99\|57.12\|183667;2026-05-12\|57.82\|-2.59\|59.65\|60.71\|57.42\|166157;2026-05-13\|57.43\|-0.67\|57.68\|58.90\|56.23\|130546;2026-05-14\|56.89\|-0.94\|57.19\|58.58\|56.40\|138066;2026-05-15\|54.22\|-4.69\|55.61\|56.00\|53.62\|125781;2026-05-18\|55.81\|2.93\|52.99\|56.37\|52.26\|106622;2026-05-19\|56.69\|1.58\|55.33\|57.15\|55.05\|103825;2026-05-20\|57.36\|1.18\|55.81\|57.58\|54.55\|102905;2026-05-21\|54.98\|-4.15\|58.23\|59.08\|54.84\|108028;2026-05-22\|55.57\|1.07\|55.50\|56.39\|54.50\|83124;2026-05-25\|56.99\|2.56\|56.68\|58.25\|55.93\|95693;2026-05-26\|57.17\|0.32\|55.99\|57.80\|54.50\|132650;2026-05-27\|52.45\|-8.26\|56.64\|57.00\|52.30\|136443;2026-05-28\|50.40\|-3.91\|52.09\|52.09\|49.72\|116584;2026-05-29\|49.13\|-2.52\|51.61\|51.80\|48.87\|112063;2026-06-01\|49.12\|-0.02\|49.00\|50.49\|48.61\|73561;2026-06-02\|50.55\|2.91\|48.59\|51.28\|47.26\|100482;2026-06-03\|49.50\|-2.08\|49.40\|50.35\|49.00\|81298;2026-06-04\|48.90\|-1.21\|49.39\|49.96\|48.41\|56854;2026-06-05\|47.76\|-2.33\|48.50\|48.84\|47.59\|63573;2026-06-08\|43.67\|-8.56\|44.91\|46.68\|42.98\|124493;2026-06-09\|41.23\|-5.59\|44.49\|44.49\|40.99\|230440;2026-06-10\|40.11\|-2.72\|39.99\|40.65\|38.21\|201125;2026-06-11\|40.42\|0.77\|39.53\|41.39\|39.11\|104936;2026-06-12\|42.08\|4.11\|41.55\|43.20\|40.88\|151073;2026-06-15\|44.02\|4.61\|43.77\|44.70\|42.64\|164170;2026-06-16\|43.28\|-1.68\|43.50\|43.98\|42.57\|122336;2026-06-17\|43.44\|0.37\|43.28\|44.49\|42.88\|108649;2026-06-18\|42.20\|-2.85\|42.87\|43.48\|41.88\|100674;2026-06-22\|42.98\|1.85\|41.61\|43.02\|40.92\|106654;2026-06-23\|39.61\|-7.84\|42.36\|42.46\|39.48\|118082;2026-06-24\|39.68\|0.18\|39.78\|39.98\|38.37\|96749;2026-06-25\|38.15\|-3.86\|38.51\|39.14\|37.90\|99304;2026-06-26\|36.71\|-3.77\|38.50\|38.69\|36.43\|79057;2026-06-29\|36.96\|0.68\|36.80\|37.53\|36.36\|85647;2026-06-30\|36.66\|-0.81\|36.41\|36.85\|35.75\|75395;2026-07-01\|36.16\|-1.36\|36.47\|36.79\|35.61\|76965;2026-07-02\|37.46\|3.60\|36.78\|38.58\|36.30\|189851;2026-07-03\|41.21\|10.01\|39.00\|41.21\|38.68\|98464;2026-07-06\|39.08\|-5.17\|40.61\|42.90\|39.02\|301411;2026-07-07\|36.76\|-5.94\|38.33\|38.50\|36.70\|162548;2026-07-08\|37.25\|1.33\|36.69\|38.60\|35.88\|159646;2026-07-09\|37.65\|1.07\|36.79\|38.23\|36.20\|142104;2026-07-10\|37.88\|0.61\|37.86\|39.20\|36.46\|140569;2026-07-13\|35.51\|-6.26\|36.85\|37.25\|35.45\|122653;2026-07-14\|36.83\|3.72\|34.97\|36.97\|34.45\|123441;2026-07-15\|35.40\|-3.88\|37.15\|37.20\|35.24\|100621;2026-07-16\|34.93\|-1.33\|34.80\|36.49\|34.66\|101018;2026-07-17\|33.00\|-5.53\|34.16\|34.40\|32.62\|120704;2026-07-20\|32.48\|-1.58\|32.90\|33.85\|31.91\|112328;2026-07-21\|34.67\|6.74\|33.06\|34.67\|31.68\|164990;2026-07-22\|36.60\|5.57\|35.38\|37.75\|35.30\|228038;2026-07-23\|40.26\|10.00\|37.18\|40.26\|36.61\|199876;2026-07-24\|37.05\|-7.97\|38.52\|39.20\|36.70\|221793;2026-07-27\|38.96\|5.16\|38.15\|39.15\|37.61\|203015;2026-07-28\|38.38\|-1.49\|37.50\|39.05\|37.30\|135586;2026-07-29\|38.99\|1.59\|38.11\|39.60\|37.72\|141073;2026-07-30\|38.91\|-0.21\|39.77\|41.36\|38.90\|245778;2026-07-31\|40.10\|3.06\|38.90\|41.32\|38.90\|220774;2026-08-03\|39.26\|-2.09\|40.10\|40.48\|38.65\|124463;2026-08-04\|39.34\|0.20\|39.20\|39.70\|39.06\|100861;2026-08-05\|43.27\|9.99\|40.29\|43.27\|39.30\|201992;2026-08-06\|45.01\|4.02\|46.00\|46.87\|43.97\|333041;2026-08-07\|47.77\|6.13\|45.00\|47.77\|43.96\|289886;2026-08-10\|51.38\|7.56\|47.90\|52.30\|46.00\|332428;2026-08-11\|47.36\|-7.82\|52.50\|52.72\|47.20\|327686;2026-08-12\|47.67\|0.65\|48.29\|48.36\|47.00\|183427;2026-08-13\|45.56\|-4.43\|48.11\|48.95\|45.51\|226836;2026-08-14\|46.36\|1.76\|44.79\|46.49\|43.94\|171758;2026-08-17\|47.93\|3.39\|47.15\|47.99\|46.68\|149226;2026-08-18\|48.18\|0.52\|48.67\|48.71\|47.22\|124414;2026-08-19\|47.48\|-1.45\|46.74\|48.71\|46.34\|159959;2026-08-20\|48.57\|2.30\|49.48\|51.15\|48.07\|262476;2026-08-21\|51.47\|5.97\|49.00\|51.88\|48.03\|312628;2026-08-24\|56.60\|9.97\|51.97\|56.62\|50.81\|403827;2026-08-25\|55.00\|-2.83\|56.71\|59.05\|54.07\|358497;2026-08-26\|52.33\|-4.85\|55.12\|55.55\|51.80\|321296;2026-08-27\|53.90\|3.00\|51.55\|56.00\|51.44\|312047;2026-08-28\|54.98\|2.00\|53.63\|56.00\|52.45\|244296;2026-08-31\|53.50\|-2.69\|51.68\|53.60\|50.10\|195385;2026-09-01\|53.58\|0.15\|53.65\|54.05\|53.00\|120942;2026-09-02\|52.93\|-1.21\|52.08\|53.15\|50.00\|172339;2026-09-03\|54.61\|3.17\|53.11\|55.80\|52.71\|225183;2026-09-04\|53.20\|-2.58\|55.10\|55.30\|52.89\|142191;2026-09-07\|51.23\|-3.70\|52.03\|52.99\|50.88\|140379;2026-09-08\|50.40\|-1.62\|51.80\|52.00\|50.17\|127199
124673	修订后的《集成电路布图设计保护条例》对外公布	存储芯片+收购半导体+汽车轮毂行业原因：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12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品	2026-04-30\|7.07\|-2.48\|7.40\|7.42\|7.07\|287681;2026-05-06\|7.05\|-0.28\|7.15\|7.18\|6.97\|285120;2026-05-07\|7.34\|4.11\|7.07\|7.65\|7.07\|347415;2026-05-08\|7.42\|1.09\|7.26\|7.47\|7.21\|220460;2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488;2026-07-13\|6.52\|-8.30\|7.03\|7.10\|6.41\|196767;2026-07-14\|6.59\|1.07\|6.53\|6.63\|6.30\|184242;2026-07-15\|6.38\|-3.19\|6.56\|6.69\|6.30\|168629;2026-07-16\|6.15\|-3.60\|6.38\|6.38\|6.12\|156320;2026-07-17\|5.75\|-6.50\|6.24\|6.28\|5.68\|167507;2026-07-20\|5.34\|-7.13\|5.85\|5.90\|5.25\|186687;2026-07-21\|5.49\|2.81\|5.40\|5.50\|4.83\|215466;2026-07-22\|5.32\|-3.10\|5.45\|5.55\|5.21\|176944;2026-07-23\|5.53\|3.95\|5.33\|5.55\|5.28\|144818;2026-07-24\|5.53\|0.00\|5.48\|5.62\|5.34\|154958;2026-07-27\|5.72\|3.44\|5.49\|5.72\|5.49\|148628;2026-07-28\|5.64\|-1.40\|5.61\|5.82\|5.59\|118060;2026-07-29\|5.77\|2.31\|5.60\|5.83\|5.50\|142676;2026-07-30\|5.69\|-1.39\|5.75\|5.82\|5.62\|151933;2026-07-31\|5.89\|3.51\|5.86\|6.00\|5.82\|157144;2026-08-03\|5.99\|1.70\|5.87\|6.03\|5.83\|138149;2026-08-04\|6.08\|1.50\|6.00\|6.12\|5.94\|165386;2026-08-05\|6.69\|10.03\|6.15\|6.69\|6.10\|259490;2026-08-06\|6.84\|2.24\|6.70\|6.90\|6.52\|321944;2026-08-07\|6.96\|1.75\|6.83\|7.03\|6.65\|198404;2026-08-10\|6.90\|-0.86\|6.95\|7.00\|6.83\|107798;2026-08-11\|6.73\|-2.46\|6.87\|6.93\|6.71\|136427;2026-08-12\|6.92\|2.82\|6.73\|6.93\|6.63\|117083;2026-08-13\|6.72\|-2.89\|6.92\|7.00\|6.71\|108194;2026-08-14\|6.74\|0.30\|6.72\|6.79\|6.60\|98361;2026-08-17\|6.77\|0.45\|6.74\|6.78\|6.64\|81213;2026-08-18\|6.75\|-0.30\|6.75\|6.77\|6.61\|95013;2026-08-19\|6.38\|-5.48\|6.70\|6.70\|6.33\|107517;2026-08-20\|6.53\|2.35\|6.40\|6.68\|6.35\|102430;2026-08-21\|6.73\|3.06\|6.50\|6.75\|6.39\|115470;2026-08-24\|6.62\|-1.63\|6.71\|6.86\|6.51\|101249;2026-08-25\|6.66\|0.60\|6.64\|6.75\|6.47\|102641;2026-08-26\|6.58\|-1.20\|6.65\|6.76\|6.51\|146871;2026-08-27\|6.56\|-0.30\|6.54\|6.66\|6.48\|143183;2026-08-28\|6.73\|2.59\|6.56\|6.89\|6.56\|137375;2026-08-31\|6.75\|0.30\|6.66\|6.78\|6.60\|78475;2026-09-01\|6.63\|-1.78\|6.78\|6.88\|6.62\|112103;2026-09-02\|6.55\|-1.21\|6.56\|6.62\|6.44\|97697;2026-09-03\|6.48\|-1.07\|6.58\|6.71\|6.46\|81984;2026-09-04\|6.42\|-0.93\|6.54\|6.68\|6.35\|112096;2026-09-07\|6.41\|-0.16\|6.50\|6.51\|6.37\|83681;2026-09-08\|6.53\|1.87\|6.41\|6.70\|6.40\|204622
124672	《智能网联汽车自动驾驶系统安全要求》强制性国家标准正式发布	激光雷达+车路云+机器人行业原因： 8月4日，工信部《智能网联汽车自动驾驶系统安全要求》强制性国家标准正式发布，将于2027年7月1日实施，标准覆盖L3、L4级高阶自动驾驶车辆，建立全生命周期安全管控、人机交互、多维度试验验证体系，明确高阶智驾统一安全准入基线。公司原因： 1、据2026年4月30日投资者关系活动记录表，公司激光雷达出货量持续增长，已获维他动力四足机器狗项目定点，并与人形机器人企业开展联合测试开发；智能割草机专用激光雷达已向知名公司批量交付。 2、据2026年6月9日互动易，公司192线车载激光雷达已通过多家主流车企平台验证，前装ETC已获得60余家车企定点，包括多家国内新能源头部车企。 3、据2026年4月30日投资者关系活动记录表，受益于车路云一体化政策推动，公司2025年度智能网联业务收入同比增长159%，毛利率31.29%。	公司专业从事智能交通系统(ITS)技术，前装ETC产品已成为60家车企的一级供应商	2026-04-30\|26.56\|0.91\|26.31\|26.68\|26.25\|34041;2026-05-06\|27.32\|2.86\|26.85\|27.56\|26.70\|53870;2026-05-07\|27.81\|1.79\|27.33\|27.86\|27.15\|54232;2026-05-08\|28.35\|1.94\|27.81\|28.51\|27.57\|64032;2026-05-11\|28.41\|0.21\|28.89\|29.18\|28.21\|65926;2026-05-12\|28.77\|1.27\|28.41\|29.04\|28.16\|71504;2026-05-13\|29.72\|3.30\|28.39\|30.16\|28.32\|99598;2026-05-14\|29.31\|-1.38\|30.06\|30.50\|29.30\|85775;2026-05-15\|28.92\|-1.33\|29.26\|29.70\|28.73\|68961;2026-05-18\|29.89\|3.35\|28.88\|30.32\|28.58\|96147;2026-05-19\|29.70\|-0.64\|29.87\|30.20\|29.35\|77136;2026-05-20\|29.39\|-1.04\|29.49\|30.04\|29.02\|69607;2026-05-21\|29.93\|1.84\|28.91\|31.57\|28.91\|162879;2026-05-22\|29.99\|0.20\|29.89\|30.67\|29.38\|129536;2026-05-25\|30.42\|1.43\|29.51\|30.64\|29.51\|100255;2026-05-26\|31.40\|3.22\|29.88\|31.40\|29.60\|142621;2026-05-27\|32.03\|2.01\|31.00\|32.60\|30.61\|152527;2026-05-28\|30.71\|-4.12\|31.71\|31.71\|30.20\|130074;2026-05-29\|27.94\|-9.02\|30.30\|31.25\|27.65\|139803;2026-06-01\|28.04\|0.36\|27.82\|28.94\|27.63\|75787;2026-06-02\|26.96\|-3.85\|27.90\|28.40\|26.77\|73935;2026-06-03\|26.37\|-2.19\|26.75\|27.55\|26.06\|67099;2026-06-04\|26.62\|0.95\|26.06\|27.06\|25.82\|52031;2026-06-05\|26.94\|1.20\|26.72\|27.89\|25.73\|70232;2026-06-08\|28.07\|4.19\|26.28\|29.20\|26.02\|109291;2026-06-09\|28.87\|2.85\|28.45\|28.90\|27.69\|94698;2026-06-10\|28.12\|-2.60\|28.38\|29.50\|27.83\|70926;2026-06-11\|26.75\|-4.87\|27.64\|27.92\|26.21\|68013;2026-06-12\|26.14\|-2.28\|26.90\|27.68\|25.96\|72528;2026-06-15\|25.69\|-1.72\|26.14\|26.65\|25.49\|60759;2026-06-16\|27.35\|6.46\|25.72\|27.49\|25.01\|99442;2026-06-17\|26.83\|-1.90\|27.00\|27.45\|26.53\|61900;2026-06-18\|26.55\|-1.04\|26.73\|26.95\|26.14\|48253;2026-06-22\|25.09\|-5.50\|26.55\|26.64\|24.31\|86118;2026-06-23\|25.28\|0.76\|24.83\|26.26\|24.71\|56672;2026-06-24\|24.38\|-3.56\|25.03\|25.60\|23.85\|58997;2026-06-25\|23.59\|-3.24\|24.39\|24.66\|23.41\|51259;2026-06-26\|22.80\|-3.35\|23.30\|23.77\|22.78\|49715;2026-06-29\|22.21\|-2.59\|22.80\|22.80\|21.70\|53663;2026-06-30\|22.85\|2.88\|22.40\|23.22\|22.21\|46945;2026-07-01\|23.78\|4.07\|23.70\|24.80\|23.36\|67506;2026-07-02\|23.47\|-1.30\|24.33\|24.72\|23.38\|64812;2026-07-03\|23.93\|1.96\|23.28\|24.45\|23.00\|57797;2026-07-06\|22.47\|-6.10\|23.83\|23.94\|22.38\|53139;2026-07-07\|21.56\|-4.05\|22.30\|22.71\|21.40\|32041;2026-07-08\|21.03\|-2.46\|21.75\|21.77\|20.95\|35826;2026-07-09\|21.39\|1.71\|20.96\|21.46\|20.45\|35208;2026-07-10\|21.82\|2.01\|21.41\|22.46\|21.36\|43947;2026-07-13\|20.28\|-7.06\|21.89\|21.89\|20.27\|46351;2026-07-14\|20.33\|0.25\|20.25\|20.48\|19.55\|32713;2026-07-15\|20.41\|0.39\|20.35\|20.80\|20.12\|28999;2026-07-16\|20.43\|0.10\|20.13\|20.77\|19.91\|36122;2026-07-17\|19.30\|-5.53\|20.95\|21.58\|19.23\|59959;2026-07-20\|18.60\|-3.63\|19.17\|19.85\|18.18\|57517;2026-07-21\|18.94\|1.83\|18.56\|19.05\|17.53\|48848;2026-07-22\|18.40\|-2.85\|18.62\|18.89\|18.26\|37707;2026-07-23\|18.98\|3.15\|18.31\|19.01\|18.28\|39368;2026-07-24\|18.63\|-1.84\|18.60\|18.91\|18.40\|26782;2026-07-27\|19.22\|3.17\|18.45\|19.34\|18.40\|32838;2026-07-28\|19.69\|2.45\|19.16\|20.19\|18.91\|43845;2026-07-29\|20.10\|2.08\|19.59\|20.15\|19.47\|43638;2026-07-30\|19.90\|-0.99\|19.97\|20.96\|19.71\|61057;2026-07-31\|20.17\|1.36\|19.73\|20.71\|19.73\|58217;2026-08-03\|20.26\|0.45\|20.00\|20.38\|20.00\|41272;2026-08-04\|20.73\|2.32\|20.35\|20.85\|20.28\|39687;2026-08-05\|24.88\|20.02\|23.00\|24.88\|23.00\|218173;2026-08-06\|23.60\|-5.14\|24.00\|24.68\|23.17\|244272;2026-08-07\|22.58\|-4.32\|23.05\|23.29\|21.90\|179031;2026-08-10\|22.23\|-1.55\|22.53\|22.60\|21.94\|101143;2026-08-11\|22.84\|2.74\|22.09\|22.89\|21.71\|152459;2026-08-12\|22.55\|-1.27\|22.13\|22.74\|21.88\|110292;2026-08-13\|21.51\|-4.61\|22.30\|22.51\|21.42\|111289;2026-08-14\|21.84\|1.53\|21.43\|22.02\|21.20\|78112;2026-08-17\|21.95\|0.50\|21.56\|21.97\|21.29\|60329;2026-08-18\|21.84\|-0.50\|22.00\|22.20\|21.55\|59693;2026-08-19\|20.32\|-6.96\|21.62\|21.62\|20.23\|78746;2026-08-20\|20.15\|-0.84\|20.54\|20.61\|20.01\|43383;2026-08-21\|20.22\|0.35\|20.16\|20.39\|19.98\|33424;2026-08-24\|20.00\|-1.09\|20.56\|21.35\|19.81\|56430;2026-08-25\|20.62\|3.10\|19.70\|21.15\|19.47\|72172;2026-08-26\|21.29\|3.25\|20.52\|21.96\|20.52\|85919;2026-08-27\|21.15\|-0.66\|20.87\|21.33\|20.74\|64184;2026-08-28\|21.24\|0.43\|21.15\|21.40\|20.93\|49443;2026-08-31\|21.81\|2.68\|21.15\|21.88\|20.81\|70033;2026-09-01\|22.83\|4.68\|21.78\|22.89\|21.64\|120652;2026-09-02\|22.53\|-1.31\|22.12\|22.64\|21.99\|74574;2026-09-03\|22.66\|0.58\|22.54\|23.05\|22.48\|71105;2026-09-04\|22.07\|-2.60\|22.96\|23.29\|22.00\|94675;2026-09-07\|21.81\|-1.18\|21.60\|21.97\|21.60\|58010;2026-09-08\|21.52\|-1.33\|21.62\|21.80\|21.41\|39845
124671		船舶制造+半年报预增+定增完成 1、据2026年7月8日公告，公司预计2026年半年度实现归母净利润36亿元左右，同比增加456.33%左右，主要系全球造船市场高景气，新签订单规模及高附加值油轮、集装箱船占比持续攀升。 2、据2026年7月7日公告，公司主营业务为船舶及高端装备的研产销，2025年新签订单量位居全球第二，已构建覆盖VLCC、VLGC、LNG船等高附加值船型的制造能力。 3、据2026年8月1日公告，公司向特定对象发行股票已实施完毕，募集资金净额69.41亿元，用于提升船舶制造核心能力。	公司主要从事船舶及高端装备的研产销	2026-04-30\|149.50\|4.04\|144.44\|153.80\|144.40\|88796;2026-05-06\|151.30\|1.20\|150.00\|152.44\|145.22\|87456;2026-05-07\|149.55\|-1.16\|151.00\|153.00\|146.20\|60435;2026-05-08\|154.53\|3.33\|149.99\|158.20\|148.85\|82831;2026-05-11\|161.50\|4.51\|154.57\|163.17\|151.56\|83820;2026-05-12\|160.00\|-0.93\|161.50\|165.99\|156.83\|65741;2026-05-13\|165.08\|3.17\|160.00\|168.53\|158.15\|74270;2026-05-14\|157.52\|-4.58\|164.52\|165.88\|157.50\|64157;2026-05-15\|156.80\|-0.46\|157.53\|160.80\|155.10\|49404;2026-05-18\|159.49\|1.72\|156.00\|160.49\|149.99\|53918;2026-05-19\|153.00\|-4.07\|159.03\|160.89\|150.68\|62887;2026-05-20\|149.70\|-2.16\|154.00\|154.39\|148.11\|68482;2026-05-21\|143.80\|-3.94\|149.99\|151.89\|143.76\|67948;2026-05-22\|142.00\|-1.25\|145.50\|145.83\|141.11\|69462;2026-05-25\|139.00\|-2.11\|142.58\|142.90\|138.66\|71619;2026-05-26\|137.20\|-1.29\|138.90\|140.99\|135.53\|52714;2026-05-27\|138.25\|0.77\|137.88\|142.99\|135.13\|63520;2026-05-28\|140.49\|1.62\|140.00\|140.99\|137.35\|49639;2026-05-29\|137.40\|-2.20\|141.09\|141.41\|134.50\|71462;2026-06-01\|132.55\|-3.53\|136.92\|138.65\|132.53\|60038;2026-06-02\|130.30\|-1.70\|133.88\|133.88\|125.58\|85137;2026-06-03\|131.70\|1.07\|131.15\|135.00\|129.41\|59819;2026-06-04\|138.89\|5.46\|132.58\|140.43\|128.99\|93403;2026-06-05\|142.09\|2.30\|138.89\|143.99\|138.00\|87383;2026-06-08\|146.98\|3.44\|140.00\|150.69\|139.75\|96685;2026-06-09\|154.24\|4.94\|146.00\|156.68\|146.00\|103743;2026-06-10\|152.20\|-1.32\|154.30\|156.28\|148.60\|62871;2026-06-11\|144.90\|-4.80\|150.50\|152.80\|143.00\|76552;2026-06-12\|147.86\|2.04\|146.00\|150.70\|145.50\|65552;2026-06-15\|158.40\|7.13\|151.47\|161.66\|151.00\|81129;2026-06-16\|150.76\|-4.82\|158.41\|160.80\|150.50\|67655;2026-06-17\|151.34\|0.38\|151.00\|154.99\|148.97\|53523;2026-06-18\|146.30\|-3.33\|151.42\|159.16\|145.66\|84841;2026-06-22\|146.83\|0.36\|146.30\|148.50\|141.00\|97154;2026-06-23\|142.35\|-3.05\|147.00\|148.59\|140.70\|55157;2026-06-24\|146.62\|3.00\|141.00\|149.00\|140.80\|59828;2026-06-25\|143.53\|-2.11\|146.67\|147.35\|141.68\|57253;2026-06-26\|143.82\|0.20\|143.00\|146.49\|140.02\|59724;2026-06-29\|137.06\|-4.70\|142.00\|144.67\|130.80\|111942;2026-06-30\|139.28\|1.62\|136.99\|141.28\|135.53\|70963;2026-07-01\|143.50\|3.03\|139.30\|143.70\|135.50\|85493;2026-07-02\|146.47\|2.07\|142.00\|151.80\|141.50\|99515;2026-07-03\|148.50\|1.39\|149.50\|155.00\|145.60\|103648;2026-07-06\|163.35\|10.00\|150.00\|163.35\|150.00\|140579;2026-07-07\|160.37\|-1.82\|165.00\|168.38\|157.50\|152922;2026-07-08\|167.77\|4.61\|163.69\|172.99\|156.67\|189656;2026-07-09\|157.00\|-6.42\|164.90\|168.75\|151.51\|152216;2026-07-10\|159.68\|1.71\|157.87\|168.57\|155.87\|131497;2026-07-13\|162.93\|2.04\|159.00\|170.68\|158.26\|141389;2026-07-14\|163.24\|0.19\|160.00\|164.00\|158.65\|90111;2026-07-15\|160.46\|-1.70\|163.28\|165.99\|159.50\|68984;2026-07-16\|155.59\|-3.04\|159.00\|163.77\|154.50\|77965;2026-07-17\|141.00\|-9.38\|153.00\|154.20\|140.57\|141812;2026-07-20\|147.40\|4.54\|143.25\|153.50\|143.25\|110604;2026-07-21\|155.69\|5.62\|149.68\|155.87\|144.56\|100575;2026-07-22\|156.54\|0.55\|159.95\|160.50\|151.30\|83329;2026-07-23\|151.85\|-3.00\|156.50\|156.94\|150.13\|50226;2026-07-24\|152.05\|0.13\|149.45\|156.50\|147.00\|61138;2026-07-27\|152.07\|0.01\|151.00\|154.37\|146.66\|70213;2026-07-28\|147.45\|-3.04\|150.00\|151.93\|146.70\|64495;2026-07-29\|148.99\|1.04\|146.95\|151.88\|138.00\|109969;2026-07-30\|147.00\|-1.34\|148.00\|153.58\|145.77\|61414;2026-07-31\|152.60\|3.81\|149.90\|156.00\|148.11\|83613;2026-08-03\|149.65\|-1.93\|152.00\|155.90\|149.52\|61748;2026-08-04\|157.15\|5.01\|149.65\|157.96\|149.30\|81362;2026-08-05\|172.87\|10.00\|157.77\|172.87\|156.20\|92298;2026-08-06\|180.00\|4.12\|176.10\|184.37\|171.53\|133200;2026-08-07\|183.11\|1.73\|179.99\|187.41\|179.02\|86180;2026-08-10\|183.26\|0.08\|183.05\|188.88\|177.01\|87609;2026-08-11\|173.25\|-5.46\|180.00\|180.40\|172.46\|82386;2026-08-12\|170.96\|-1.32\|173.63\|174.20\|169.89\|59223;2026-08-13\|173.26\|1.35\|170.99\|179.20\|170.50\|60993;2026-08-14\|179.26\|3.46\|173.26\|180.65\|173.26\|58247;2026-08-17\|183.30\|2.25\|180.99\|183.99\|177.00\|49148;2026-08-18\|184.81\|0.82\|184.00\|186.00\|181.13\|33417;2026-08-19\|179.50\|-2.87\|184.76\|184.76\|178.77\|45649;2026-08-20\|176.21\|-1.83\|181.98\|182.48\|175.00\|34419;2026-08-21\|182.81\|3.75\|176.21\|186.60\|176.03\|60836;2026-08-24\|180.93\|-1.03\|183.02\|186.18\|178.65\|50798;2026-08-25\|191.20\|5.68\|181.50\|192.00\|178.00\|116297;2026-08-26\|187.30\|-2.04\|190.00\|192.78\|186.21\|61635;2026-08-27\|187.00\|-0.16\|186.60\|188.49\|185.00\|33908;2026-08-28\|187.30\|0.16\|187.00\|189.18\|183.17\|40747;2026-08-31\|194.23\|3.70\|187.31\|198.00\|186.00\|101893;2026-09-01\|183.48\|-5.53\|194.00\|194.98\|183.48\|80813;2026-09-02\|183.55\|0.04\|182.10\|188.30\|181.00\|46627;2026-09-03\|190.96\|4.04\|184.01\|191.99\|183.40\|67130;2026-09-04\|192.60\|0.86\|191.90\|194.77\|189.38\|47645;2026-09-07\|193.65\|0.55\|191.01\|196.00\|190.26\|38783;2026-09-08\|192.40\|-0.65\|193.80\|196.66\|189.00\|36107
124670	《新型电力系统建设“十五五”规划》对外发布	特高压中标+中报预增+国企改革行业原因： 1、杰瑞股份披露再签近百亿元北美超大燃气轮机发电机组订单，今日一字涨停。GE Vernova昨晚披露燃机订单规模再创新高。华泰证券此前指出，看好全球数据中心带动海外缺电主线延续。 2、国家电网2026年特高压及输变电设备第三次招标结果落地。中信证券研报表示，特高压年内前三批采购金额已超过2025年全年。公司原因： 1、据2026年7月23日公告，公司中标国家电网2026年特高压及输变电项目第三次招标采购，中标金额约14,899.21万元，约占2025年经审计营业收入的5.00%。 2、据2026年7月14日公告，公司预计2026年半年度实现归母净利润7,500万元至10,000万元，同比增长741.98%至1,022.64%，主要受益于电网投资规模扩张，铁塔板块核心业务增长。 3、据2025年年报，公司最终控制人为唐山市人民政府国有资产监督管理委员会，属于国有企业。	公司中标2.9亿元南方电网特高压直流输电工程项目	2026-04-30\|5.43\|5.03\|5.43\|5.65\|5.41\|516467;2026-05-06\|5.57\|2.58\|5.53\|5.66\|5.51\|296145;2026-05-07\|5.52\|-0.90\|5.49\|5.61\|5.49\|193986;2026-05-08\|5.59\|1.27\|5.51\|5.60\|5.47\|182877;2026-05-11\|5.63\|0.72\|5.66\|5.72\|5.56\|265370;2026-05-12\|5.69\|1.07\|5.58\|5.76\|5.54\|305217;2026-05-13\|5.82\|2.28\|5.70\|5.87\|5.65\|316392;2026-05-14\|5.60\|-3.78\|5.79\|5.81\|5.59\|253931;2026-05-15\|5.56\|-0.71\|5.58\|5.65\|5.50\|193379;2026-05-18\|5.69\|2.34\|5.60\|5.70\|5.51\|202869;2026-05-19\|5.75\|1.05\|5.64\|5.76\|5.61\|156485;2026-05-20\|5.64\|-1.91\|5.72\|5.82\|5.59\|149905;2026-05-21\|5.35\|-5.14\|5.64\|5.68\|5.32\|201129;2026-05-22\|5.49\|2.62\|5.41\|5.51\|5.30\|133476;2026-05-25\|5.53\|0.73\|5.49\|5.65\|5.48\|143958;2026-05-26\|5.30\|-4.16\|5.50\|5.50\|5.23\|181218;2026-05-27\|5.34\|0.75\|5.30\|5.49\|5.29\|193247;2026-05-28\|5.52\|3.37\|5.30\|5.55\|5.30\|222179;2026-05-29\|5.35\|-3.08\|5.57\|5.57\|5.32\|217890;2026-06-01\|5.41\|1.12\|5.37\|5.49\|5.32\|166776;2026-06-02\|5.35\|-1.11\|5.35\|5.41\|5.25\|148010;2026-06-03\|5.35\|0.00\|5.33\|5.41\|5.30\|142019;2026-06-04\|5.15\|-3.74\|5.34\|5.36\|5.12\|194710;2026-06-05\|5.21\|1.17\|5.10\|5.28\|5.00\|174949;2026-06-08\|4.95\|-4.99\|5.13\|5.14\|4.84\|218819;2026-06-09\|4.97\|0.40\|4.97\|5.02\|4.88\|119218;2026-06-10\|4.82\|-3.02\|4.94\|4.94\|4.72\|147218;2026-06-11\|4.74\|-1.66\|4.80\|4.83\|4.67\|142582;2026-06-12\|4.79\|1.05\|4.80\|4.84\|4.70\|112179;2026-06-15\|4.86\|1.46\|4.81\|4.91\|4.79\|102801;2026-06-16\|4.95\|1.85\|4.91\|4.98\|4.82\|216695;2026-06-17\|4.79\|-3.23\|4.90\|4.95\|4.76\|158140;2026-06-18\|4.61\|-3.76\|4.74\|4.78\|4.59\|167177;2026-06-22\|4.70\|1.95\|4.60\|4.71\|4.52\|152872;2026-06-23\|4.73\|0.64\|4.70\|4.82\|4.69\|142734;2026-06-24\|4.60\|-2.75\|4.70\|4.72\|4.56\|125136;2026-06-25\|4.42\|-3.91\|4.60\|4.63\|4.40\|149704;2026-06-26\|4.30\|-2.71\|4.42\|4.45\|4.29\|142736;2026-06-29\|4.27\|-0.70\|4.26\|4.32\|4.14\|152196;2026-06-30\|4.36\|2.11\|4.26\|4.37\|4.21\|137947;2026-07-01\|4.58\|5.05\|4.36\|4.61\|4.29\|209962;2026-07-02\|4.64\|1.31\|4.55\|4.69\|4.49\|191252;2026-07-03\|4.53\|-2.37\|4.61\|4.65\|4.50\|118108;2026-07-06\|4.48\|-1.10\|4.54\|4.63\|4.41\|176286;2026-07-07\|4.50\|0.45\|4.50\|4.56\|4.43\|121809;2026-07-08\|4.40\|-2.22\|4.47\|4.52\|4.36\|127086;2026-07-09\|4.43\|0.68\|4.40\|4.44\|4.26\|109593;2026-07-10\|4.47\|0.90\|4.44\|4.58\|4.36\|141946;2026-07-13\|4.34\|-2.91\|4.47\|4.55\|4.34\|148241;2026-07-14\|4.56\|5.07\|4.59\|4.77\|4.37\|374443;2026-07-15\|4.61\|1.10\|4.67\|4.77\|4.57\|295278;2026-07-16\|4.62\|0.22\|4.56\|4.80\|4.55\|279901;2026-07-17\|4.51\|-2.38\|4.60\|4.73\|4.46\|223376;2026-07-20\|4.65\|3.10\|4.52\|4.76\|4.52\|247432;2026-07-21\|4.51\|-3.01\|4.60\|4.62\|4.34\|260756;2026-07-22\|4.50\|-0.22\|4.47\|4.57\|4.40\|151794;2026-07-23\|4.95\|10.00\|4.51\|4.95\|4.50\|499974;2026-07-24\|4.86\|-1.82\|5.00\|5.00\|4.78\|499419;2026-07-27\|4.92\|1.23\|4.88\|4.97\|4.82\|377210;2026-07-28\|4.81\|-2.24\|4.84\|4.89\|4.79\|237773;2026-07-29\|4.86\|1.04\|4.82\|4.92\|4.75\|270136;2026-07-30\|4.80\|-1.23\|4.81\|4.94\|4.75\|235087;2026-07-31\|4.89\|1.88\|4.80\|4.91\|4.78\|224109;2026-08-03\|5.38\|10.02\|4.96\|5.38\|4.95\|359551;2026-08-04\|5.92\|10.04\|5.82\|5.92\|5.50\|609978;2026-08-05\|6.51\|9.97\|6.51\|6.51\|5.94\|1752006;2026-08-06\|7.16\|9.98\|7.10\|7.16\|6.90\|1804372;2026-08-07\|6.44\|-10.06\|6.87\|6.94\|6.44\|982140;2026-08-10\|7.08\|9.94\|6.30\|7.08\|6.30\|2712904;2026-08-11\|6.90\|-2.54\|6.60\|7.10\|6.59\|2070578;2026-08-12\|7.59\|10.00\|6.91\|7.59\|6.75\|1636706;2026-08-13\|7.10\|-6.46\|7.46\|7.65\|7.06\|2075273;2026-08-14\|6.56\|-7.61\|7.04\|7.10\|6.39\|2010982;2026-08-17\|7.22\|10.06\|6.64\|7.22\|6.30\|1858814;2026-08-18\|7.31\|1.25\|7.55\|7.94\|7.26\|2808999;2026-08-19\|6.82\|-6.70\|7.18\|7.45\|6.60\|1880326;2026-08-20\|7.50\|9.97\|6.90\|7.50\|6.90\|825474;2026-08-21\|7.01\|-6.53\|7.53\|7.57\|6.76\|2065417;2026-08-24\|7.71\|9.99\|6.88\|7.71\|6.60\|1656085;2026-08-25\|7.51\|-2.59\|7.50\|8.08\|7.40\|2331481;2026-08-26\|7.70\|2.53\|7.48\|8.13\|7.11\|2269590;2026-08-27\|7.62\|-1.04\|7.51\|8.10\|7.51\|1976206;2026-08-28\|8.38\|9.97\|7.45\|8.38\|7.30\|2051424;2026-08-31\|8.02\|-4.30\|8.30\|8.30\|7.80\|2045724;2026-09-01\|8.40\|4.74\|7.91\|8.78\|7.91\|1974053;2026-09-02\|8.25\|-1.79\|8.11\|8.51\|8.00\|1457606;2026-09-03\|7.99\|-3.15\|8.35\|8.77\|7.89\|1464620;2026-09-04\|7.68\|-3.88\|7.70\|8.25\|7.52\|1459019;2026-09-07\|7.16\|-6.77\|7.46\|7.46\|6.95\|1381353;2026-09-08\|7.01\|-2.09\|7.05\|7.23\|6.77\|1469226
124669		精密冷轧不锈钢+钛合金+电池壳材料行业原因： 1、海外光通信龙头Lumentum首席执行官表示，用于AI数据中心的磷化铟激光器供应缺口已超过存储产业，成为限制AI光网络扩张的重要瓶颈。 2、据上证报8月4日报道，AI、半导体等新兴产业为小金属打开需求增长空间，铟是实现高速光通信的核心基材；六氟化钨供给刚性或使其面临长期供需错配；高容MLCC材料体系升级有望拉动中重稀土需求。公司原因： 1、据2026年6月12日互动易，公司钛及钛合金材料已规模化产出，涉及TA1、TA2、TA4、TC4等多种产品种类，在航空航天、3C等领域应用广泛。 2、据2026年6月12日互动易及2026年4月17日投资者关系活动记录表，子公司浙江镨赛年产7.5万吨柱状电池专用外壳材料生产线已调试完成，应用场景为新能源汽车大圆柱电池的材料正在与电池行业龙头企业送样认证测试中。 3、据2025年半年度报告，公司是国内少数几家能够自主设计研发不锈钢冷轧自动化生产线的企业之一，自主设计研发的二十辊可逆式精密冷轧机组等已达到国际先进水平。	不锈钢冷轧龙头	2026-04-30\|19.38\|-1.27\|19.55\|19.69\|19.26\|47417;2026-05-06\|19.68\|1.55\|19.36\|19.82\|19.23\|73125;2026-05-07\|19.77\|0.46\|19.65\|19.79\|19.37\|49703;2026-05-08\|19.92\|0.76\|19.62\|20.04\|19.60\|44492;2026-05-11\|19.75\|-0.85\|19.95\|19.95\|19.51\|43077;2026-05-12\|20.12\|1.87\|19.76\|20.25\|19.65\|72767;2026-05-13\|19.84\|-1.39\|20.00\|20.36\|19.78\|44734;2026-05-14\|19.53\|-1.56\|19.85\|20.15\|19.53\|45246;2026-05-15\|19.45\|-0.41\|19.58\|19.70\|19.39\|45986;2026-05-18\|18.71\|-3.80\|19.40\|19.40\|18.65\|62515;2026-05-19\|18.69\|-0.11\|18.76\|18.83\|18.22\|48035;2026-05-20\|18.74\|0.27\|18.79\|19.49\|18.69\|54613;2026-05-21\|18.20\|-2.88\|18.96\|19.08\|18.17\|48287;2026-05-22\|18.28\|0.44\|18.25\|18.41\|17.97\|32650;2026-05-25\|17.98\|-1.64\|18.44\|18.45\|17.83\|40280;2026-05-26\|19.78\|10.01\|17.90\|19.78\|17.86\|178121;2026-05-27\|19.64\|-0.71\|19.90\|20.29\|19.52\|179863;2026-05-28\|20.86\|6.21\|19.83\|21.29\|19.66\|206216;2026-05-29\|20.18\|-3.26\|20.86\|21.20\|20.12\|140617;2026-06-01\|20.49\|1.54\|20.35\|20.72\|19.93\|125401;2026-06-02\|20.21\|-1.37\|20.40\|20.49\|19.72\|99226;2026-06-03\|19.58\|-3.12\|20.16\|20.38\|19.39\|93864;2026-06-04\|18.90\|-3.47\|19.37\|19.38\|18.68\|84053;2026-06-05\|18.90\|2.72\|18.59\|19.46\|17.89\|99068;2026-06-08\|18.13\|-4.07\|18.41\|18.82\|17.92\|68568;2026-06-09\|19.24\|6.12\|18.46\|19.31\|17.60\|108626;2026-06-10\|19.45\|1.09\|18.80\|19.97\|18.51\|132468;2026-06-11\|19.03\|-2.16\|19.30\|19.46\|18.89\|71483;2026-06-12\|19.63\|3.15\|19.03\|19.95\|19.03\|112584;2026-06-15\|21.31\|8.56\|19.98\|21.59\|19.80\|215130;2026-06-16\|21.35\|0.19\|21.03\|21.88\|21.02\|144551;2026-06-17\|21.38\|0.14\|21.30\|21.77\|20.92\|90841;2026-06-18\|22.57\|5.57\|21.59\|22.87\|21.28\|203666;2026-06-22\|24.25\|7.44\|22.35\|24.31\|22.22\|205634;2026-06-23\|24.73\|1.98\|24.36\|25.30\|23.90\|177462;2026-06-24\|23.81\|-3.72\|24.48\|24.73\|23.66\|173088;2026-06-25\|24.26\|1.89\|23.50\|24.78\|23.36\|135763;2026-06-26\|22.90\|-5.61\|23.88\|24.36\|22.77\|157716;2026-06-29\|22.44\|-2.01\|22.91\|23.39\|22.15\|130309;2026-06-30\|23.21\|3.43\|22.22\|23.25\|22.05\|83029;2026-07-01\|23.43\|0.95\|23.27\|24.08\|23.18\|88693;2026-07-02\|24.18\|3.20\|23.00\|25.29\|22.90\|133498;2026-07-03\|23.74\|-1.82\|24.18\|24.35\|23.11\|87908;2026-07-06\|23.58\|-0.67\|23.50\|23.74\|23.23\|64546;2026-07-07\|23.09\|-2.08\|23.51\|23.59\|22.90\|68684;2026-07-08\|22.73\|-1.56\|23.25\|23.35\|22.30\|70337;2026-07-09\|21.82\|-4.00\|22.55\|22.75\|20.74\|132109;2026-07-10\|21.89\|0.32\|21.79\|22.39\|21.54\|70619;2026-07-13\|21.43\|-2.10\|21.91\|22.23\|21.30\|54052;2026-07-14\|22.00\|2.66\|21.48\|22.00\|21.11\|65052;2026-07-15\|22.22\|1.00\|22.01\|22.50\|21.90\|55848;2026-07-16\|22.04\|-0.81\|22.22\|22.65\|21.92\|51835;2026-07-17\|20.58\|-6.62\|21.94\|22.35\|20.58\|70830;2026-07-20\|19.00\|-7.68\|20.58\|20.91\|18.96\|88232;2026-07-21\|19.29\|1.53\|19.20\|19.31\|18.41\|75702;2026-07-22\|19.01\|-1.45\|19.20\|19.45\|18.80\|60798;2026-07-23\|19.64\|3.31\|19.08\|19.87\|19.02\|55429;2026-07-24\|18.99\|-3.31\|19.54\|19.87\|18.98\|42100;2026-07-27\|19.61\|3.26\|19.19\|19.71\|19.00\|33659;2026-07-28\|19.55\|-0.31\|19.50\|19.99\|19.41\|27237;2026-07-29\|19.98\|2.20\|19.61\|20.19\|19.49\|29778;2026-07-30\|20.12\|0.70\|19.98\|20.66\|19.80\|49383;2026-07-31\|20.27\|0.75\|20.05\|20.50\|20.01\|41413;2026-08-03\|20.55\|1.38\|20.28\|20.92\|20.21\|51727;2026-08-04\|20.43\|-0.58\|20.54\|20.67\|20.20\|35548;2026-08-05\|22.47\|9.99\|20.44\|22.47\|20.44\|82256;2026-08-06\|22.84\|1.65\|22.90\|23.18\|22.50\|94317;2026-08-07\|23.79\|4.16\|22.83\|23.84\|22.61\|76765;2026-08-10\|24.73\|3.95\|23.90\|24.78\|23.41\|82117;2026-08-11\|24.17\|-2.26\|24.80\|24.98\|23.81\|83484;2026-08-12\|24.23\|0.25\|24.15\|24.78\|23.74\|75649;2026-08-13\|24.63\|1.65\|24.47\|25.15\|24.29\|77020;2026-08-14\|24.77\|0.57\|24.80\|25.66\|24.35\|70830;2026-08-17\|25.75\|3.96\|24.97\|25.75\|24.76\|93530;2026-08-18\|27.53\|6.91\|25.56\|27.86\|25.22\|149055;2026-08-19\|26.26\|-4.61\|27.08\|27.97\|26.01\|114099;2026-08-20\|25.49\|-2.93\|26.29\|26.58\|25.12\|96147;2026-08-21\|25.27\|-0.86\|25.30\|25.43\|24.69\|75734;2026-08-24\|24.76\|-2.02\|25.67\|25.73\|24.41\|56638;2026-08-25\|24.47\|-1.17\|24.39\|25.04\|24.13\|52494;2026-08-26\|24.54\|0.29\|24.70\|24.79\|24.14\|40271;2026-08-27\|25.10\|2.28\|24.44\|25.30\|24.11\|55113;2026-08-28\|25.18\|0.32\|25.02\|25.38\|24.67\|54461;2026-08-31\|25.25\|0.28\|24.86\|25.33\|24.71\|43291;2026-09-01\|25.35\|0.40\|25.38\|25.58\|24.90\|51656;2026-09-02\|25.30\|-0.20\|25.20\|25.50\|24.63\|42269;2026-09-03\|25.34\|0.16\|25.43\|25.96\|25.27\|32456;2026-09-04\|24.73\|-2.41\|25.40\|25.79\|24.56\|46348;2026-09-07\|23.83\|-3.64\|25.04\|25.10\|23.73\|68793;2026-09-08\|24.30\|1.97\|23.87\|24.53\|23.58\|51412
124668	修订后的《集成电路布图设计保护条例》对外公布	光刻胶原料+风电+券商看好+一季报增长 1、据2026年6月15日互动易，公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段，该产品填补国内空白；此外，2-乙烯基萘亦为光刻胶用原料，正有序推进验证相关工作。 2、据招股说明书及2026年6月12日审核问询函回复，公司主营高分子新材料特种单体，其中甲基苯乙烯主要用于风电电机绝缘系统处理，该领域需求具有刚性。 3、据2026年6月14日东方证券研报，首次覆盖给予“买入”评级，预测公司2026-2028年EPS为0.56、1.16和1.60元，认为产能扩张与技术升级将驱动业绩高速增长。 4、据2026年4月25日公告，公司2026年一季度实现营收3.89亿元，同比增长57.93%；归母净利润8130.15万元，同比增长129.78%。	公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段	2026-04-30\|22.07\|-2.60\|22.36\|23.30\|22.07\|108058;2026-05-06\|22.84\|3.49\|22.05\|23.10\|22.00\|130331;2026-05-07\|23.28\|1.93\|22.82\|23.58\|22.51\|90681;2026-05-08\|23.74\|1.98\|23.00\|23.94\|23.00\|84332;2026-05-11\|24.08\|1.43\|23.50\|24.10\|23.15\|76536;2026-05-12\|23.99\|-0.37\|24.08\|24.28\|23.61\|57699;2026-05-13\|24.30\|1.29\|23.79\|24.43\|23.47\|62440;2026-05-14\|24.80\|2.06\|24.50\|26.50\|24.50\|92352;2026-05-15\|25.53\|2.94\|25.10\|25.98\|25.01\|98512;2026-05-18\|27.03\|5.88\|25.07\|27.03\|24.68\|124224;2026-05-19\|28.14\|4.11\|26.49\|28.28\|25.70\|173245;2026-05-20\|28.18\|0.14\|27.17\|29.20\|26.84\|154275;2026-05-21\|25.97\|-7.84\|28.01\|28.66\|25.75\|168857;2026-05-22\|26.39\|1.62\|26.49\|26.96\|25.80\|120028;2026-05-25\|26.93\|2.05\|26.38\|27.59\|26.37\|106893;2026-05-26\|25.84\|-4.05\|26.67\|26.99\|25.22\|118376;2026-05-27\|25.16\|-2.63\|25.67\|26.60\|24.84\|76915;2026-05-28\|25.21\|0.36\|25.02\|25.82\|24.96\|55512;2026-05-29\|24.18\|-4.09\|25.28\|25.40\|24.00\|98906;2026-06-01\|24.23\|0.21\|23.80\|24.74\|23.80\|73656;2026-06-02\|23.86\|-1.53\|24.11\|24.23\|23.22\|51308;2026-06-03\|24.28\|1.76\|23.90\|24.70\|23.87\|51989;2026-06-04\|24.25\|-0.12\|24.03\|24.65\|23.94\|44837;2026-06-05\|24.30\|0.21\|24.04\|24.86\|23.52\|51828;2026-06-08\|23.26\|-4.28\|23.89\|23.90\|23.00\|61199;2026-06-09\|23.68\|1.81\|23.30\|23.91\|23.30\|48371;2026-06-10\|24.83\|4.86\|23.60\|25.23\|23.37\|90691;2026-06-11\|24.45\|-1.53\|24.47\|25.05\|24.05\|59724;2026-06-12\|24.21\|-0.98\|24.76\|25.27\|24.01\|65412;2026-06-15\|25.80\|6.57\|24.40\|25.80\|24.22\|108663;2026-06-16\|28.38\|10.00\|26.11\|28.38\|25.81\|106529;2026-06-17\|28.40\|0.07\|28.10\|28.48\|26.91\|122801;2026-06-18\|28.72\|1.13\|28.26\|28.98\|28.00\|81670;2026-06-22\|29.72\|3.48\|28.75\|30.50\|28.75\|98818;2026-06-23\|30.80\|3.63\|30.35\|31.69\|29.51\|132937;2026-06-24\|30.58\|-0.71\|29.90\|30.72\|28.82\|113314;2026-06-25\|30.72\|0.46\|31.15\|31.19\|29.35\|95314;2026-06-26\|30.83\|0.36\|30.50\|32.20\|30.40\|118650;2026-06-29\|29.76\|-3.47\|30.90\|31.30\|28.82\|118693;2026-06-30\|32.74\|10.01\|29.74\|32.74\|29.71\|56888;2026-07-01\|31.61\|-3.45\|34.00\|34.00\|31.30\|165080;2026-07-02\|31.36\|-0.79\|30.50\|32.70\|30.01\|112254;2026-07-03\|28.87\|-7.94\|30.24\|31.40\|28.87\|117068;2026-07-06\|29.02\|0.52\|29.19\|29.80\|28.20\|83780;2026-07-07\|28.18\|-2.89\|29.00\|29.00\|27.78\|56536;2026-07-08\|27.46\|-2.56\|28.34\|28.56\|26.78\|61586;2026-07-09\|28.20\|2.69\|27.69\|28.22\|27.07\|53180;2026-07-10\|26.80\|-4.96\|28.07\|28.90\|26.80\|81915;2026-07-13\|24.29\|-9.37\|26.40\|27.12\|24.12\|80711;2026-07-14\|24.40\|0.45\|24.26\|24.55\|23.00\|82998;2026-07-15\|23.84\|-2.30\|24.61\|24.98\|23.65\|47800;2026-07-16\|22.34\|-6.29\|23.51\|23.96\|22.26\|60725;2026-07-17\|20.91\|-6.40\|22.30\|22.70\|20.79\|61887;2026-07-20\|19.59\|-6.31\|21.33\|21.69\|19.20\|88532;2026-07-21\|20.80\|6.18\|19.69\|20.80\|18.31\|91445;2026-07-22\|20.45\|-1.68\|20.52\|21.02\|20.22\|56594;2026-07-23\|21.04\|2.89\|20.50\|21.36\|20.31\|57880;2026-07-24\|20.66\|-1.81\|20.85\|21.25\|20.28\|39602;2026-07-27\|21.08\|2.03\|20.08\|21.70\|20.08\|46122;2026-07-28\|20.46\|-2.94\|21.18\|21.88\|20.38\|47403;2026-07-29\|20.21\|-1.22\|20.48\|20.71\|19.68\|51647;2026-07-30\|19.45\|-3.76\|19.80\|20.43\|19.42\|44061;2026-07-31\|19.86\|2.11\|20.40\|20.69\|19.81\|47464;2026-08-03\|19.83\|-0.15\|19.87\|20.07\|19.65\|43226;2026-08-04\|20.55\|3.63\|19.90\|20.70\|19.76\|44865;2026-08-05\|22.61\|10.02\|20.56\|22.61\|20.46\|64523;2026-08-06\|23.00\|1.72\|22.59\|23.18\|22.21\|91064;2026-08-07\|23.53\|2.30\|22.89\|23.73\|22.60\|61484;2026-08-10\|23.56\|0.13\|23.43\|23.77\|23.13\|41221;2026-08-11\|23.45\|-0.47\|23.45\|23.78\|23.14\|33676;2026-08-12\|23.87\|1.79\|23.46\|24.31\|23.46\|44297;2026-08-13\|23.76\|-0.46\|23.97\|24.65\|23.68\|46591;2026-08-14\|24.19\|1.81\|23.62\|24.35\|23.62\|34733;2026-08-17\|24.84\|2.69\|24.40\|24.95\|24.01\|36278;2026-08-18\|24.69\|-0.60\|24.78\|25.18\|24.22\|44575;2026-08-19\|22.71\|-8.02\|24.00\|24.68\|22.56\|83284;2026-08-20\|22.80\|0.40\|23.16\|23.45\|22.50\|59678;2026-08-21\|23.02\|0.96\|22.77\|23.06\|22.31\|27908;2026-08-24\|23.01\|-0.04\|23.00\|23.18\|22.53\|37849;2026-08-25\|22.80\|-0.91\|22.77\|22.99\|22.12\|36197;2026-08-26\|22.66\|-0.61\|22.82\|22.97\|22.26\|32014;2026-08-27\|23.12\|2.03\|22.75\|23.21\|22.50\|41581;2026-08-28\|23.23\|0.48\|23.11\|23.63\|23.02\|37488;2026-08-31\|23.37\|0.60\|23.11\|23.46\|22.90\|34043;2026-09-01\|23.08\|-1.24\|23.50\|23.50\|22.93\|32137;2026-09-02\|22.81\|-1.17\|22.88\|23.05\|22.60\|24022;2026-09-03\|22.95\|0.61\|22.94\|23.14\|22.68\|19768;2026-09-04\|22.80\|-0.65\|23.48\|23.87\|22.54\|49554;2026-09-07\|22.78\|-0.09\|22.85\|23.05\|22.60\|30918;2026-09-08\|22.81\|0.13\|22.80\|22.97\|22.58\|28501
124667	“易中天”集体回应“美国光模块禁令”	算力数据中心+半年报预增+设立产业基金+空芯光纤行业原因： 1、隔夜美股费城半导体指数大涨6.5%，收获四连涨，全球科技股市场情绪显著回暖。 2、谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。公司原因： 1、据2026年7月15日公告，公司预计2026年半年度实现归母净利润约24亿元到30亿元，同比增长711%到914%，主要得益于算力数据中心加速建设，国内外新型光纤光缆产品需求持续增长。 2、据2026年8月4日公告，公司全资子公司长飞资本拟出资1.7亿元参与设立长飞江城智能创业投资基金，该基金规模5亿元，聚焦人工智能、高端制造、半导体与集成电路等战略新兴产业。 3、据2026年5月23日投资者关系活动记录表，公司空芯光纤拥有完全自主知识产权，已实现单根光纤连续传输距离突破91公里，最低衰减系数为0.04dB/km，全球领先；公司已助力国内三大运营商开通首条商用线路，全球范围内参与13个试验网项目，开通商用线路超万公里。 4、据2025年半年报，公司是全球光纤光缆行业领先企业，是国内少数能够大规模一体化开发与生产光纤预制棒、光纤和光缆的公司之一，并持续向算力数据中心应用场景所需的新型光纤产品拓展。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|381.87\|-7.99\|405.60\|413.02\|378.37\|140370;2026-07-14\|400.18\|4.79\|381.86\|402.97\|371.01\|133425;2026-07-15\|425.45\|6.31\|440.20\|440.20\|421.02\|241586;2026-07-16\|401.74\|-5.57\|391.20\|413.08\|384.00\|168508;2026-07-17\|361.57\|-10.00\|385.00\|394.35\|361.57\|102258;2026-07-20\|382.00\|5.65\|370.70\|396.88\|346.22\|227805;2026-07-21\|406.38\|6.38\|379.26\|408.60\|343.80\|269783;2026-07-22\|366.05\|-9.92\|387.20\|397.00\|366.00\|195697;2026-07-23\|356.12\|-2.71\|366.80\|377.05\|350.00\|126379;2026-07-24\|331.65\|-6.87\|346.00\|352.00\|329.50\|142941;2026-07-27\|335.89\|1.28\|326.00\|338.23\|320.20\|124249;2026-07-28\|302.30\|-10.00\|324.20\|328.98\|302.30\|107252;2026-07-29\|281.70\|-6.81\|300.00\|301.99\|272.11\|159181;2026-07-30\|262.66\|-6.76\|281.70\|292.00\|255.55\|144142;2026-07-31\|271.50\|3.37\|285.00\|287.96\|271.00\|144329;2026-08-03\|262.30\|-3.39\|270.81\|275.57\|259.00\|89009;2026-08-04\|284.00\|8.27\|267.00\|286.88\|264.03\|141474;2026-08-05\|312.40\|10.00\|270.00\|312.40\|269.00\|157140;2026-08-06\|328.25\|5.07\|310.56\|333.00\|310.50\|189895;2026-08-07\|338.69\|3.18\|328.04\|345.00\|326.88\|160764;2026-08-10\|343.09\|1.30\|345.00\|355.50\|330.00\|139564;2026-08-11\|335.92\|-2.09\|334.00\|344.00\|325.56\|100926;2026-08-12\|345.79\|2.94\|342.00\|349.80\|334.00\|110280;2026-08-13\|337.51\|-2.39\|352.00\|356.50\|337.21\|119260;2026-08-14\|355.18\|5.24\|343.00\|363.00\|338.60\|146235;2026-08-17\|376.54\|6.01\|356.00\|383.03\|356.00\|149010;2026-08-18\|383.60\|1.88\|376.54\|398.00\|371.01\|153650;2026-08-19\|345.24\|-10.00\|364.42\|368.01\|345.24\|130116;2026-08-20\|358.00\|3.70\|349.66\|364.76\|340.82\|121902;2026-08-21\|363.60\|1.65\|355.00\|366.90\|350.88\|98439;2026-08-24\|379.19\|4.29\|370.92\|379.60\|358.58\|160108;2026-08-25\|394.50\|4.04\|360.00\|411.11\|345.01\|209032;2026-08-26\|388.02\|-1.64\|393.00\|414.00\|386.50\|186840;2026-08-27\|426.82\|10.00\|393.00\|426.82\|393.00\|147575;2026-08-28\|422.36\|-1.04\|430.99\|444.13\|419.50\|213422;2026-08-31\|418.57\|-0.90\|405.00\|420.88\|405.00\|135222;2026-09-01\|400.03\|-4.43\|412.38\|412.66\|395.56\|108797;2026-09-02\|407.80\|1.94\|392.59\|413.68\|389.00\|125787;2026-09-03\|393.46\|-3.52\|412.00\|413.00\|385.00\|118768;2026-09-04\|378.80\|-3.73\|399.66\|400.71\|374.50\|100158;2026-09-07\|400.51\|5.73\|390.00\|404.00\|383.38\|124725;2026-09-08\|416.85\|4.08\|400.88\|423.80\|397.00\|156181
124666	8月电子布价格现年内最大单月涨幅	复合铜箔+固态电池+LED背光源行业原因：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2026年4月29日披露的2025年年度报告，公司开发出的新一代微孔复合铜箔在硅碳负极及固态电池的应用上具有良好的性能优势；据2025年8月29日披露的2025年半年度报告，该产品具有低面阻、免辊焊的特点，并已在固态电池应用上获市场高度认可。 2、据2026年5月28日互动易，公司复合铜箔产品的综合成本与传统铜箔相比具有一定的竞争优势；公司2025年年报显示，该产品在AI服务器通讯信号屏蔽和消费电子EMI领域也具有应用前景。 3、据2026年4月29日披露的2025年年度报告，公司主营业务为LED背光源和复合铜箔的研发、生产和销售，LED背光源产品广泛应用于车载、平板、笔电和智能手机等领域。	公司HVLP4/5铜箔主要技术指标已完成厂内验证，正布局向客户送样	2026-04-30\|52.44\|3.13\|50.49\|53.49\|50.10\|34182;2026-05-06\|52.50\|0.11\|52.45\|54.27\|52.05\|30802;2026-05-07\|53.26\|1.45\|52.65\|53.83\|51.74\|30132;2026-05-08\|52.40\|-1.61\|52.96\|53.22\|52.37\|15892;2026-05-11\|50.13\|-4.33\|52.40\|52.43\|49.85\|46070;2026-05-12\|49.50\|-1.26\|50.16\|50.29\|48.51\|28515;2026-05-13\|49.29\|-0.42\|49.48\|49.93\|48.34\|32201;2026-05-14\|48.62\|-1.36\|49.59\|49.80\|48.06\|23568;2026-05-15\|48.07\|-1.13\|48.63\|48.93\|47.76\|19586;2026-05-18\|47.60\|-0.98\|47.74\|48.18\|47.05\|13646;2026-05-19\|48.46\|1.81\|47.62\|48.91\|47.51\|13794;2026-05-20\|49.15\|1.42\|48.45\|50.42\|48.45\|22450;2026-05-21\|47.00\|-4.37\|49.58\|50.49\|46.96\|25483;2026-05-22\|47.19\|0.40\|47.55\|47.55\|46.51\|15099;2026-05-25\|46.13\|-2.25\|47.01\|47.75\|45.90\|18739;2026-05-26\|44.50\|-3.53\|45.90\|45.90\|43.30\|24530;2026-05-27\|45.28\|1.75\|45.30\|46.99\|44.50\|23138;2026-05-28\|44.08\|-2.65\|45.00\|45.00\|43.51\|14503;2026-05-29\|42.00\|-4.72\|44.00\|44.57\|41.60\|24304;2026-06-01\|42.03\|0.07\|42.00\|42.79\|41.56\|11877;2026-06-02\|42.30\|0.64\|41.61\|42.88\|40.01\|17528;2026-06-03\|42.05\|-0.59\|42.20\|42.73\|41.78\|10125;2026-06-04\|41.45\|-1.43\|42.04\|42.04\|41.23\|12394;2026-06-05\|41.95\|1.21\|41.44\|42.58\|40.46\|17661;2026-06-08\|40.95\|-2.38\|40.80\|42.01\|40.08\|19558;2026-06-09\|43.98\|7.40\|41.71\|44.14\|40.80\|24700;2026-06-10\|42.08\|-4.32\|43.50\|43.88\|41.80\|14496;2026-06-11\|40.61\|-3.49\|41.95\|41.95\|40.10\|11549;2026-06-12\|42.12\|3.72\|41.09\|43.44\|41.09\|19792;2026-06-15\|46.33\|10.00\|43.07\|46.33\|42.81\|42390;2026-06-16\|48.70\|5.12\|46.80\|50.96\|45.55\|84467;2026-06-17\|46.75\|-4.00\|46.66\|49.23\|46.01\|53547;2026-06-18\|45.92\|-1.78\|46.50\|47.58\|45.60\|39236;2026-06-22\|45.39\|-1.15\|46.30\|47.88\|43.62\|39457;2026-06-23\|45.24\|-0.33\|45.00\|45.98\|44.40\|23316;2026-06-24\|43.81\|-3.16\|44.85\|44.98\|43.30\|21732;2026-06-25\|44.08\|0.62\|43.80\|46.33\|43.68\|35270;2026-06-26\|42.56\|-3.45\|43.61\|44.50\|42.32\|25721;2026-06-29\|40.48\|-4.89\|42.18\|42.88\|40.08\|26955;2026-06-30\|41.90\|3.51\|40.48\|42.48\|40.40\|22784;2026-07-01\|42.76\|2.05\|42.26\|44.30\|41.07\|25907;2026-07-02\|41.97\|-1.85\|42.70\|44.08\|41.79\|21753;2026-07-03\|41.19\|-1.86\|41.97\|42.29\|40.87\|21319;2026-07-06\|40.22\|-2.35\|41.20\|41.60\|39.18\|25799;2026-07-07\|40.00\|-0.55\|40.22\|41.80\|39.80\|23554;2026-07-08\|39.32\|-1.70\|40.00\|40.46\|38.46\|18627;2026-07-09\|41.13\|4.60\|39.03\|41.15\|38.61\|20150;2026-07-10\|40.20\|-2.26\|41.27\|42.11\|39.90\|16350;2026-07-13\|38.60\|-3.98\|39.80\|39.86\|38.51\|11570;2026-07-14\|38.10\|-1.30\|38.51\|38.80\|37.80\|11002;2026-07-15\|36.70\|-3.67\|37.72\|38.83\|36.00\|21078;2026-07-16\|34.98\|-4.69\|36.70\|36.78\|34.88\|17295;2026-07-17\|32.60\|-6.80\|34.90\|34.90\|32.27\|22997;2026-07-20\|35.86\|10.00\|33.38\|35.86\|32.83\|13710;2026-07-21\|35.50\|-1.00\|37.11\|37.24\|33.04\|32557;2026-07-22\|34.55\|-2.68\|35.60\|36.47\|34.50\|20802;2026-07-23\|34.88\|0.96\|35.18\|35.22\|34.21\|13551;2026-07-24\|34.00\|-2.52\|34.50\|35.36\|33.89\|10065;2026-07-27\|34.03\|0.09\|34.00\|34.60\|33.23\|20927;2026-07-28\|32.90\|-3.32\|33.35\|33.99\|32.66\|14161;2026-07-29\|32.95\|0.15\|32.72\|33.20\|32.21\|14454;2026-07-30\|31.09\|-5.64\|33.00\|33.11\|31.00\|19603;2026-07-31\|31.46\|1.19\|31.45\|32.45\|31.45\|15183;2026-08-03\|32.15\|2.19\|31.40\|33.17\|31.40\|16935;2026-08-04\|32.90\|2.33\|32.15\|33.04\|31.96\|18620;2026-08-05\|36.19\|10.00\|32.80\|36.19\|32.68\|21817;2026-08-06\|35.94\|-0.69\|35.46\|36.69\|35.11\|38498;2026-08-07\|37.50\|4.34\|35.87\|37.99\|35.80\|35517;2026-08-10\|36.12\|-3.68\|37.35\|37.35\|35.60\|25956;2026-08-11\|35.46\|-1.83\|35.69\|35.99\|35.29\|14695;2026-08-12\|36.08\|1.75\|35.47\|36.21\|35.30\|13322;2026-08-13\|35.31\|-2.13\|36.10\|36.44\|35.30\|13080;2026-08-14\|35.51\|0.57\|35.32\|35.93\|35.19\|12049;2026-08-17\|36.54\|2.90\|35.64\|36.64\|35.36\|15966;2026-08-18\|36.05\|-1.34\|36.55\|36.85\|35.70\|13900;2026-08-19\|33.76\|-6.35\|35.49\|35.60\|33.45\|19191;2026-08-20\|34.52\|2.25\|34.00\|34.68\|33.76\|12349;2026-08-21\|34.24\|-0.81\|34.10\|34.58\|33.60\|7806;2026-08-24\|33.80\|-1.28\|34.60\|34.97\|33.34\|11818;2026-08-25\|34.14\|1.01\|33.50\|34.33\|33.16\|8281;2026-08-26\|34.12\|-0.06\|34.14\|34.59\|33.69\|8647;2026-08-27\|34.77\|1.91\|34.12\|35.45\|33.98\|11589;2026-08-28\|33.86\|-2.62\|34.60\|34.62\|33.80\|15676;2026-08-31\|34.38\|1.54\|33.86\|34.55\|33.43\|18420;2026-09-01\|33.88\|-1.45\|34.36\|35.00\|33.61\|13497;2026-09-02\|33.21\|-1.98\|33.70\|33.70\|33.18\|11351;2026-09-03\|32.92\|-0.87\|33.49\|34.09\|32.72\|12212;2026-09-04\|32.65\|-0.82\|33.46\|33.81\|32.41\|14579;2026-09-07\|34.16\|4.62\|33.40\|35.58\|33.30\|24498;2026-09-08\|34.06\|-0.29\|33.97\|34.64\|33.64\|18011
124665	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	算力租赁+AI玩具+塑胶玩具 1、据2026年6月17日公告，公司全资子公司签署《服务采购协议》，合同含税总金额为35.57亿元，合同期为五年，构成公司首单算力服务合同。 2、据2026年7月2日互动易及2026年6月12日互动易，公司AI玩具项目正在按计划推动，将结合自身在传统玩具硬件制造领域的优势，推动玩具产品形态向智能化、互动化及内容驱动型的AI玩具升级。 3、据2025年年报，公司玩具业务拥有独立自主的“GOLDLOK”品牌和涵盖研发、设计、模具制造、生产、销售的完整产业体系，主要产品包括潮玩盲盒摆件、电动火车玩具、互动对战玩具等。	公司再签31.95亿元算力大单	2026-04-30\|11.13\|5.10\|11.00\|11.18\|10.70\|451628;2026-05-06\|11.85\|6.47\|11.13\|12.24\|10.96\|487248;2026-05-07\|12.59\|6.24\|12.08\|12.60\|11.86\|400644;2026-05-08\|12.37\|-1.75\|12.77\|12.90\|12.05\|442270;2026-05-11\|13.17\|6.47\|12.65\|13.29\|12.46\|370036;2026-05-12\|12.72\|-3.42\|13.22\|13.63\|12.53\|367171;2026-05-13\|12.69\|-0.24\|12.72\|13.00\|12.40\|295523;2026-05-14\|12.47\|-1.73\|12.79\|12.88\|12.36\|235951;2026-05-15\|13.72\|10.02\|12.47\|13.72\|12.33\|304674;2026-05-18\|14.81\|7.94\|13.84\|14.94\|13.20\|591959;2026-05-19\|15.29\|3.24\|14.88\|15.38\|14.50\|439056;2026-05-20\|13.76\|-10.01\|15.20\|15.20\|13.76\|306781;2026-05-21\|13.31\|-3.27\|13.01\|14.42\|13.01\|494390;2026-05-22\|12.98\|-2.48\|13.34\|13.55\|12.43\|465636;2026-05-25\|12.89\|-0.69\|13.30\|13.41\|12.58\|286303;2026-05-26\|12.91\|0.16\|12.89\|13.12\|12.60\|208946;2026-05-27\|13.30\|3.02\|12.90\|13.39\|12.66\|270596;2026-05-28\|14.63\|10.00\|13.16\|14.63\|13.16\|293129;2026-05-29\|15.37\|5.06\|15.00\|16.09\|14.93\|644369;2026-06-01\|14.70\|-4.36\|15.34\|15.41\|13.97\|571399;2026-06-02\|14.91\|1.43\|14.78\|15.09\|14.51\|331745;2026-06-03\|15.29\|2.55\|14.60\|15.40\|14.50\|316341;2026-06-04\|14.63\|-4.32\|15.05\|15.26\|14.50\|293561;2026-06-05\|13.37\|-8.61\|14.60\|14.60\|13.18\|393971;2026-06-08\|12.90\|-3.52\|12.79\|13.47\|12.56\|343197;2026-06-09\|12.76\|-1.09\|13.16\|13.40\|12.42\|256663;2026-06-10\|12.12\|-5.02\|12.64\|13.06\|11.55\|396065;2026-06-11\|11.90\|-1.82\|12.01\|12.17\|11.69\|227877;2026-06-12\|11.40\|-4.20\|12.10\|12.58\|11.30\|322114;2026-06-15\|12.43\|9.04\|11.75\|12.54\|11.60\|531795;2026-06-16\|12.35\|-0.64\|12.23\|12.59\|11.92\|311428;2026-06-17\|12.58\|1.86\|13.59\|13.59\|12.29\|860143;2026-06-18\|11.35\|-9.78\|12.01\|12.15\|11.32\|596290;2026-06-22\|11.56\|1.85\|11.37\|12.17\|11.34\|372138;2026-06-23\|10.95\|-5.28\|11.47\|11.50\|10.95\|317529;2026-06-24\|11.12\|1.55\|10.80\|11.19\|10.60\|254390;2026-06-25\|10.94\|-1.62\|11.15\|11.45\|10.83\|205933;2026-06-26\|10.51\|-3.93\|10.93\|10.93\|10.31\|230260;2026-06-29\|10.12\|-3.71\|10.41\|10.47\|9.89\|318035;2026-06-30\|10.54\|4.15\|10.00\|10.56\|9.95\|213236;2026-07-01\|10.71\|1.61\|10.50\|11.05\|10.45\|236736;2026-07-02\|10.75\|0.37\|10.67\|11.25\|10.43\|236270;2026-07-03\|10.52\|-2.14\|10.77\|11.00\|10.49\|146800;2026-07-06\|10.67\|1.43\|10.55\|10.80\|10.38\|159458;2026-07-07\|10.90\|2.16\|10.70\|11.02\|10.59\|190262;2026-07-08\|10.99\|0.83\|10.79\|11.30\|10.56\|293128;2026-07-09\|10.90\|-0.82\|10.99\|11.08\|10.34\|242337;2026-07-10\|10.98\|0.73\|10.90\|11.28\|10.87\|248356;2026-07-13\|10.41\|-5.19\|11.07\|11.74\|10.36\|326707;2026-07-14\|11.20\|7.59\|10.43\|11.23\|10.01\|302343;2026-07-15\|10.85\|-3.12\|11.40\|11.50\|10.79\|200896;2026-07-16\|11.01\|1.47\|10.69\|11.46\|10.55\|226924;2026-07-17\|10.00\|-9.17\|11.00\|11.00\|9.93\|234164;2026-07-20\|9.00\|-10.00\|10.23\|10.27\|9.00\|289731;2026-07-21\|9.14\|1.56\|8.88\|9.14\|8.10\|418370;2026-07-22\|9.43\|3.17\|9.14\|9.70\|8.94\|266728;2026-07-23\|10.14\|7.53\|9.51\|10.37\|9.35\|398056;2026-07-24\|9.78\|-3.55\|10.13\|10.16\|9.66\|248650;2026-07-27\|10.55\|7.87\|9.77\|10.56\|9.58\|221152;2026-07-28\|9.99\|-5.31\|10.35\|10.70\|9.94\|196531;2026-07-29\|9.94\|-0.50\|9.99\|10.18\|9.67\|146207;2026-07-30\|9.25\|-6.94\|9.92\|10.05\|9.07\|194985;2026-07-31\|9.75\|5.41\|9.58\|10.05\|9.58\|175153;2026-08-03\|10.02\|2.77\|9.77\|10.37\|9.77\|135481;2026-08-04\|11.02\|9.98\|11.02\|11.02\|11.02\|65504;2026-08-05\|12.12\|9.98\|12.12\|12.12\|11.44\|940323;2026-08-06\|11.85\|-2.23\|11.74\|12.13\|11.65\|742833;2026-08-07\|12.17\|2.70\|11.90\|12.21\|11.59\|532575;2026-08-10\|12.57\|3.29\|12.17\|12.60\|11.71\|459377;2026-08-11\|11.92\|-5.17\|12.58\|12.72\|11.87\|405389;2026-08-12\|12.59\|5.62\|12.00\|12.68\|11.98\|405250;2026-08-13\|12.56\|-0.24\|12.84\|13.29\|12.55\|354788;2026-08-14\|12.51\|-0.40\|12.78\|12.81\|12.17\|256259;2026-08-17\|12.35\|-1.28\|12.56\|12.70\|12.20\|279925;2026-08-18\|12.18\|-1.38\|12.37\|12.50\|12.03\|183865;2026-08-19\|11.52\|-5.42\|11.99\|12.17\|11.46\|219444;2026-08-20\|11.31\|-1.82\|11.76\|11.81\|11.13\|180022;2026-08-21\|11.33\|0.18\|11.27\|11.38\|10.88\|154729;2026-08-24\|11.06\|-2.38\|11.35\|11.40\|10.83\|148596;2026-08-25\|11.21\|1.36\|10.96\|11.26\|10.84\|126912;2026-08-26\|11.18\|-0.27\|11.21\|11.32\|11.04\|123459;2026-08-27\|11.26\|0.72\|11.22\|11.40\|11.10\|136866;2026-08-28\|11.21\|-0.44\|11.29\|11.34\|11.07\|114084;2026-08-31\|11.24\|0.27\|11.07\|11.27\|10.95\|114083;2026-09-01\|11.19\|-0.44\|11.28\|11.35\|11.15\|101951;2026-09-02\|10.74\|-4.02\|11.13\|11.13\|10.68\|152816;2026-09-03\|10.91\|1.58\|10.86\|11.31\|10.80\|142967;2026-09-04\|10.84\|-0.64\|10.98\|11.22\|10.83\|129404;2026-09-07\|10.74\|-0.92\|10.91\|10.95\|10.70\|104874;2026-09-08\|10.75\|0.09\|10.74\|10.82\|10.63\|103045
124664	“易中天”集体回应“美国光模块禁令”	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-04-30\|101.45\|0.52\|101.69\|103.21\|99.20\|189863;2026-05-06\|98.81\|-2.60\|101.30\|101.44\|95.00\|205662;2026-05-07\|108.69\|10.00\|99.41\|108.69\|98.00\|228324;2026-05-08\|107.52\|-1.08\|108.78\|109.97\|106.10\|186000;2026-05-11\|107.15\|-0.34\|107.52\|109.52\|105.60\|173943;2026-05-12\|109.31\|2.02\|108.88\|109.99\|106.10\|196759;2026-05-13\|108.70\|-0.56\|107.97\|109.98\|106.86\|135898;2026-05-14\|109.40\|0.64\|109.88\|112.76\|103.00\|237174;2026-05-15\|107.68\|-1.57\|109.45\|112.46\|105.01\|177582;2026-05-18\|111.52\|3.57\|107.00\|112.73\|106.95\|179826;2026-05-19\|111.06\|-0.41\|109.93\|111.99\|106.20\|162850;2026-05-20\|113.20\|1.93\|111.06\|116.97\|111.06\|174687;2026-05-21\|107.48\|-5.05\|113.39\|115.00\|107.01\|162819;2026-05-22\|107.92\|0.41\|108.00\|110.23\|106.18\|121930;2026-05-25\|111.87\|3.66\|109.10\|113.50\|107.50\|136654;2026-05-26\|118.39\|5.83\|111.99\|120.20\|111.00\|209948;2026-05-27\|114.44\|-3.34\|118.00\|118.88\|113.91\|143995;2026-05-28\|116.76\|2.03\|114.88\|118.98\|111.91\|137847;2026-05-29\|109.48\|-6.24\|116.78\|120.03\|107.08\|185011;2026-06-01\|102.39\|-6.48\|109.00\|112.70\|102.20\|171752;2026-06-02\|101.81\|-0.57\|103.84\|104.50\|100.00\|132069;2026-06-03\|106.98\|5.08\|105.00\|111.99\|105.00\|223350;2026-06-04\|103.63\|-3.13\|105.00\|106.35\|102.80\|137496;2026-06-05\|98.95\|-4.52\|101.99\|104.11\|98.20\|140374;2026-06-08\|91.43\|-7.60\|89.86\|95.20\|89.86\|146312;2026-06-09\|98.97\|8.25\|93.58\|99.50\|91.57\|161494;2026-06-10\|99.30\|0.33\|96.00\|102.50\|95.09\|133366;2026-06-11\|102.70\|3.42\|98.75\|103.34\|97.33\|137244;2026-06-12\|100.98\|-1.67\|105.98\|108.09\|99.00\|146188;2026-06-15\|105.04\|4.02\|101.48\|107.97\|99.01\|141034;2026-06-16\|106.30\|1.28\|107.00\|108.28\|103.95\|99145;2026-06-17\|107.96\|1.56\|104.16\|109.27\|104.16\|110543;2026-06-18\|111.50\|3.28\|106.40\|111.86\|106.40\|122726;2026-06-22\|110.20\|-1.17\|112.00\|118.26\|108.00\|174773;2026-06-23\|108.89\|-1.19\|111.00\|115.20\|106.50\|137575;2026-06-24\|116.12\|6.64\|109.52\|117.44\|107.00\|189818;2026-06-25\|114.33\|-1.54\|118.00\|118.18\|113.01\|130340;2026-06-26\|106.80\|-6.59\|112.90\|113.78\|106.68\|126705;2026-06-29\|108.04\|1.16\|109.00\|116.48\|103.40\|212958;2026-06-30\|103.69\|-4.03\|107.01\|111.00\|98.89\|209236;2026-07-01\|102.51\|-1.14\|101.76\|109.88\|100.40\|215204;2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360
124663	8月电子布价格现年内最大单月涨幅	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	1、公司预计2026年半年度净利润同比增长468.71%-559.71%，因“子公司金宝电子覆铜板及电子铜箔业务扭亏为盈，产品销量及销售价格持续上升”； 2、公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682
124662	AI液冷需求已明确传导至上游设备端	液冷服务器+科学仪器+业绩扭亏行业原因： 1、中金公司预测，2026年将迎来液冷放量元年，全球智算中心液冷市场规模将达1147亿元，同比增长273%。 2、据国海证券8月3日研报，AI算力提升驱动单芯片功耗激增，英伟达新平台单机柜功率密度突破风冷散热极限，液冷正从“可选配置”升级为“必选方案”。公司原因： 1、据2026年4月25日年报，公司依托氦质谱检漏技术，构建适配AI服务器液冷系统的全流程气密检测解决方案，精准覆盖冷板、管路等核心部件密封性检测，2025年度液冷行业实现营收3740.53万元。 2、据2026年7月18日审核问询函回复，公司氦质谱检漏仪国内市占率超40%位居首位，已批量供货宁德时代、英维克、比亚迪等头部企业；公司主营工业检测、在线监测、实验室分析仪器，获评全国制造业单项冠军企业。 3、据2026年4月25日公告，公司2026年一季度营收1.79亿元，同比增长33.46%，归母净利润1226.34万元，同比扭亏为盈。	1、国内分析检测仪器竞争优势企业；公司依托氦质谱检漏技术，构建适配AI服务器液冷系统的全流程气密检测解决方案，精准覆盖冷板、管路等核心部件密封性检测； 2、公司与合肥综合性国家科学中心能源研究院签署《联合实验室共建协议》，共建“核聚变关键真空测量设备研发联合实验室”，开展氚兼容检漏仪及富氘环境下真空检漏技术研究，公司氦质谱检漏仪等产品可用于核聚变装置真空系统检测	2026-04-30\|28.96\|1.33\|28.50\|31.00\|28.41\|35936;2026-05-06\|29.76\|2.76\|28.96\|30.76\|28.68\|40201;2026-05-07\|29.82\|0.20\|29.76\|30.36\|29.50\|46746;2026-05-08\|30.23\|1.37\|29.53\|30.59\|29.30\|29385;2026-05-11\|29.08\|-3.80\|30.23\|30.55\|28.99\|41134;2026-05-12\|28.42\|-2.27\|29.26\|29.26\|28.22\|45405;2026-05-13\|28.33\|-0.32\|28.28\|28.77\|27.95\|37237;2026-05-14\|27.74\|-2.08\|28.42\|28.43\|27.38\|31815;2026-05-15\|27.51\|-0.83\|27.81\|28.05\|27.19\|31403;2026-05-18\|28.14\|2.29\|27.27\|28.39\|27.05\|25065;2026-05-19\|28.14\|0.00\|28.00\|28.29\|27.31\|19660;2026-05-20\|28.33\|0.68\|27.92\|28.45\|27.82\|20766;2026-05-21\|26.98\|-4.77\|28.33\|28.66\|26.92\|19362;2026-05-22\|27.42\|1.63\|27.51\|27.60\|26.66\|20363;2026-05-25\|27.40\|-0.07\|27.70\|27.81\|26.79\|30577;2026-05-26\|26.17\|-4.49\|27.68\|27.68\|25.75\|25648;2026-05-27\|26.62\|1.72\|26.07\|27.66\|25.55\|66297;2026-05-28\|26.70\|0.30\|26.66\|27.65\|26.04\|48309;2026-05-29\|26.66\|-0.15\|26.70\|27.72\|26.01\|51717;2026-06-01\|25.91\|-2.81\|26.12\|26.99\|25.43\|44228;2026-06-02\|28.23\|8.95\|25.99\|28.38\|25.32\|48117;2026-06-03\|26.47\|-6.23\|27.76\|28.22\|25.93\|59021;2026-06-04\|26.49\|0.08\|25.97\|27.12\|25.72\|29425;2026-06-05\|26.64\|0.57\|26.00\|27.50\|26.00\|35342;2026-06-08\|26.90\|0.98\|25.80\|27.21\|25.45\|39032;2026-06-09\|26.40\|-1.86\|26.85\|27.16\|25.95\|32520;2026-06-10\|26.22\|0.04\|25.93\|26.86\|25.57\|22966;2026-06-11\|26.39\|0.65\|25.83\|26.83\|25.68\|23196;2026-06-12\|25.77\|-2.35\|26.88\|27.47\|25.45\|31288;2026-06-15\|26.33\|2.17\|26.03\|27.00\|25.51\|43054;2026-06-16\|27.57\|4.71\|26.37\|27.86\|26.00\|44572;2026-06-17\|29.77\|7.98\|27.65\|29.79\|27.10\|53227;2026-06-18\|30.40\|2.12\|29.88\|31.76\|29.60\|75605;2026-06-22\|31.14\|2.43\|30.82\|31.88\|30.39\|59933;2026-06-23\|31.90\|2.44\|31.20\|32.81\|30.61\|58181;2026-06-24\|30.88\|-3.20\|32.79\|32.79\|30.40\|41762;2026-06-25\|30.31\|-1.85\|30.97\|31.62\|30.06\|42898;2026-06-26\|29.50\|-2.67\|29.73\|30.47\|29.18\|32501;2026-06-29\|32.28\|9.42\|29.88\|32.68\|29.88\|65099;2026-06-30\|33.28\|3.10\|32.61\|34.40\|31.80\|49791;2026-07-01\|33.73\|1.35\|33.83\|34.39\|33.25\|45676;2026-07-02\|31.83\|-5.63\|33.33\|33.60\|31.40\|53408;2026-07-03\|30.34\|-4.68\|31.19\|32.40\|30.21\|37076;2026-07-06\|29.40\|-3.10\|30.21\|30.26\|27.91\|56545;2026-07-07\|28.90\|-1.70\|28.98\|29.44\|28.20\|33465;2026-07-08\|27.88\|-3.53\|28.76\|29.18\|27.68\|29392;2026-07-09\|28.60\|2.58\|27.80\|28.86\|27.68\|34236;2026-07-10\|28.58\|-0.07\|29.15\|29.84\|28.56\|27327;2026-07-13\|27.12\|-5.11\|28.50\|28.56\|26.58\|36620;2026-07-14\|28.05\|3.43\|26.62\|28.20\|26.20\|31064;2026-07-15\|28.19\|0.50\|28.31\|29.27\|27.52\|33704;2026-07-16\|26.76\|-5.07\|27.67\|28.27\|26.68\|34937;2026-07-17\|23.45\|-12.37\|26.31\|26.73\|23.31\|45362;2026-07-20\|22.34\|-4.73\|23.49\|24.16\|21.58\|36558;2026-07-21\|22.41\|0.31\|21.21\|22.56\|19.82\|42496;2026-07-22\|22.19\|-0.98\|22.58\|22.91\|21.87\|22596;2026-07-23\|22.25\|0.27\|22.19\|22.83\|22.01\|10950;2026-07-24\|22.31\|0.27\|22.00\|22.49\|21.51\|14523;2026-07-27\|23.20\|3.99\|22.46\|23.39\|22.00\|18576;2026-07-28\|22.46\|-3.19\|23.10\|23.46\|22.10\|12489;2026-07-29\|22.62\|0.71\|22.46\|22.75\|21.82\|12808;2026-07-30\|22.01\|-2.70\|22.06\|22.58\|21.80\|13779;2026-07-31\|22.58\|2.59\|22.59\|23.13\|22.40\|19831;2026-08-03\|22.40\|-0.80\|22.48\|23.00\|22.24\|17639;2026-08-04\|22.87\|2.10\|22.54\|23.58\|22.50\|44493;2026-08-05\|27.44\|19.98\|23.05\|27.44\|23.03\|64460;2026-08-06\|27.22\|-0.80\|28.00\|28.00\|26.60\|79793;2026-08-07\|28.71\|5.47\|27.49\|28.87\|26.86\|53786;2026-08-10\|29.13\|1.46\|28.00\|29.32\|27.35\|63246;2026-08-11\|27.80\|-4.57\|28.98\|29.05\|27.51\|65422;2026-08-12\|27.54\|-0.94\|28.16\|28.18\|27.32\|35776;2026-08-13\|26.30\|-4.50\|27.79\|27.88\|26.15\|40817;2026-08-14\|26.21\|-0.34\|26.64\|26.64\|25.70\|22205;2026-08-17\|26.68\|1.79\|26.26\|26.71\|25.81\|22677;2026-08-18\|28.28\|6.00\|26.49\|28.98\|26.21\|49918;2026-08-19\|26.69\|-5.62\|27.77\|27.99\|26.40\|27859;2026-08-20\|27.06\|1.39\|26.60\|27.60\|26.60\|23072;2026-08-21\|26.79\|-1.00\|26.51\|26.93\|25.88\|16496;2026-08-24\|26.83\|0.15\|26.88\|27.00\|25.53\|23974;2026-08-25\|27.20\|1.38\|26.46\|27.38\|25.91\|21935;2026-08-26\|26.28\|-3.38\|26.99\|27.80\|25.90\|29962;2026-08-27\|28.20\|7.31\|26.26\|29.08\|25.99\|58964;2026-08-28\|28.80\|2.13\|28.09\|29.58\|27.68\|44933;2026-08-31\|30.42\|5.62\|28.65\|31.49\|28.14\|66317;2026-09-01\|29.77\|-2.14\|30.40\|30.42\|29.46\|31861;2026-09-02\|29.16\|-2.05\|29.50\|29.77\|28.91\|21806;2026-09-03\|31.15\|6.82\|29.50\|31.33\|29.02\|64204;2026-09-04\|33.10\|6.26\|32.13\|35.68\|32.13\|128167;2026-09-07\|33.89\|2.39\|33.20\|34.63\|33.12\|90212;2026-09-08\|32.20\|-4.99\|33.69\|33.69\|31.88\|6482920
124661		钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	1、公司上半年净利润同比预增261%—298%，报告期内，钨精矿均价同比上涨，公司钨精矿及粉末产品盈利显著增长；PCB微钻、高端刀具等产品订单显著增长，带动盈利能力提升； 2、公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546
124660	“易中天”集体回应“美国光模块禁令”	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	2026-04-30\|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;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608;2026-07-27\|16.57\|5.47\|15.81\|17.28\|15.60\|1904930;2026-07-28\|15.50\|-6.46\|15.88\|16.62\|15.25\|1466806;2026-07-29\|14.83\|-4.32\|15.45\|15.50\|14.18\|1295970;2026-07-30\|13.80\|-6.95\|14.65\|15.18\|13.44\|1209662;2026-07-31\|13.96\|1.16\|14.60\|15.18\|13.90\|2022735;2026-08-03\|13.86\|-0.72\|13.66\|14.01\|13.50\|1024711;2026-08-04\|14.60\|5.34\|14.17\|14.79\|13.98\|1347516;2026-08-05\|16.06\|10.00\|14.30\|16.06\|14.28\|1315263;2026-08-06\|16.52\|2.86\|15.90\|16.75\|15.73\|2048438;2026-08-07\|17.26\|4.48\|16.80\|17.42\|16.33\|1767537;2026-08-10\|17.37\|0.64\|17.52\|17.88\|16.67\|1524126;2026-08-11\|17.13\|-1.38\|17.25\|17.63\|16.72\|1144810;2026-08-12\|18.84\|9.98\|17.30\|18.84\|17.00\|815055;2026-08-13\|18.94\|0.53\|20.68\|20.72\|18.68\|3303777;2026-08-14\|19.65\|3.75\|18.82\|19.95\|18.06\|2928491;2026-08-17\|20.30\|3.31\|19.58\|20.48\|19.03\|2665143;2026-08-18\|19.47\|-4.09\|20.01\|20.37\|19.21\|1796619;2026-08-19\|17.52\|-10.02\|18.32\|19.03\|17.52\|1496614;2026-08-20\|19.27\|9.99\|17.91\|19.27\|17.18\|2247407;2026-08-21\|21.20\|10.02\|20.06\|21.20\|19.47\|3583261;2026-08-24\|20.81\|-1.84\|22.00\|22.24\|20.25\|2986076;2026-08-25\|21.40\|2.84\|20.66\|22.04\|19.60\|2856683;2026-08-26\|22.48\|5.05\|21.72\|23.45\|20.28\|3392435;2026-08-27\|23.64\|5.16\|22.44\|24.20\|22.15\|3021195;2026-08-28\|22.23\|-5.96\|23.08\|23.55\|22.16\|2477541;2026-08-31\|22.22\|-0.04\|21.12\|22.44\|21.12\|1589347;2026-09-01\|21.15\|-4.82\|22.00\|22.09\|21.13\|1359608;2026-09-02\|21.46\|1.47\|20.74\|21.99\|20.71\|1499832;2026-09-03\|21.06\|-1.86\|21.51\|21.71\|20.65\|1282850;2026-09-04\|20.38\|-3.23\|21.20\|21.60\|20.20\|1459620;2026-09-07\|21.10\|3.53\|20.67\|21.29\|20.40\|1211556;2026-09-08\|21.45\|1.66\|21.12\|21.99\|20.90\|1789018
124659	8月电子布价格现年内最大单月涨幅	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-04-30\|87.75\|5.09\|83.35\|87.80\|82.77\|32010;2026-05-06\|90.54\|3.18\|87.77\|90.88\|85.24\|27030;2026-05-07\|95.00\|4.93\|90.37\|96.88\|88.53\|29540;2026-05-08\|93.72\|-1.35\|93.65\|94.30\|91.20\|23781;2026-05-11\|98.65\|5.26\|96.87\|101.50\|96.13\|36714;2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180;2026-07-13\|112.88\|-4.15\|116.38\|124.19\|112.27\|73223;2026-07-14\|120.27\|6.55\|113.00\|121.80\|113.00\|60944;2026-07-15\|109.61\|-8.86\|120.31\|121.38\|108.49\|60515;2026-07-16\|106.88\|-2.49\|108.34\|112.17\|104.18\|47414;2026-07-17\|96.19\|-10.00\|105.81\|106.86\|96.19\|43515;2026-07-20\|86.57\|-10.00\|94.36\|95.23\|86.57\|42788;2026-07-21\|89.35\|3.21\|80.67\|90.60\|77.91\|82359;2026-07-22\|85.58\|-4.22\|85.10\|91.26\|84.27\|52626;2026-07-23\|86.70\|1.31\|85.58\|90.51\|85.58\|36354;2026-07-24\|82.87\|-4.42\|85.33\|87.50\|82.87\|28643;2026-07-27\|89.27\|7.72\|84.48\|89.62\|81.83\|39833;2026-07-28\|82.00\|-8.14\|88.10\|88.61\|81.50\|33367;2026-07-29\|77.44\|-5.56\|82.44\|84.35\|73.80\|55280;2026-07-30\|69.70\|-9.99\|76.08\|78.06\|69.70\|59650;2026-07-31\|76.67\|10.00\|76.60\|76.67\|74.97\|52271;2026-08-03\|72.46\|-5.49\|76.62\|79.00\|71.85\|73103;2026-08-04\|78.34\|8.11\|72.54\|78.60\|70.03\|54198;2026-08-05\|86.17\|9.99\|77.63\|86.17\|77.00\|45813;2026-08-06\|86.06\|-0.13\|87.20\|89.33\|83.33\|74912;2026-08-07\|89.00\|3.42\|86.05\|91.77\|84.92\|76615;2026-08-10\|87.69\|-1.47\|89.78\|91.00\|85.69\|55849;2026-08-11\|86.86\|-0.95\|86.80\|89.88\|85.60\|38956;2026-08-12\|88.68\|2.10\|87.32\|90.48\|86.19\|40425;2026-08-13\|86.46\|-2.50\|90.18\|92.29\|86.21\|45783;2026-08-14\|89.92\|4.00\|89.20\|92.30\|87.43\|41856;2026-08-17\|92.10\|2.42\|90.78\|92.20\|89.76\|33916;2026-08-18\|96.20\|4.45\|92.90\|98.26\|92.30\|60807;2026-08-19\|88.90\|-7.59\|93.95\|97.83\|88.50\|66115;2026-08-20\|93.63\|5.32\|90.00\|94.88\|89.00\|54940;2026-08-21\|92.00\|-1.74\|92.70\|93.30\|89.01\|46280;2026-08-24\|88.68\|-3.61\|93.00\|93.00\|86.00\|41472;2026-08-25\|86.81\|-2.11\|87.65\|87.71\|83.60\|36717;2026-08-26\|85.05\|-2.03\|86.81\|88.80\|83.60\|27675;2026-08-27\|90.75\|6.70\|85.55\|91.00\|84.94\|41614;2026-08-28\|88.33\|-2.67\|90.72\|94.50\|88.13\|37202;2026-08-31\|90.13\|2.04\|87.00\|90.47\|86.33\|25785;2026-09-01\|86.07\|-4.50\|90.98\|91.12\|85.31\|33988;2026-09-02\|84.95\|-1.30\|84.00\|86.00\|83.08\|22505;2026-09-03\|84.11\|-0.99\|84.95\|86.29\|82.00\|24761;2026-09-04\|79.77\|-5.16\|84.39\|85.50\|79.15\|34986;2026-09-07\|83.51\|4.69\|79.90\|84.85\|79.27\|42566;2026-09-08\|82.28\|-1.47\|83.12\|85.50\|81.55\|26515
124658		培育钻石+金刚石散热+许昌国资行业原因： 1、英特尔CEO陈立武近日公开表示，已投资一家金刚石晶圆公司，看好金刚石作为散热材料在芯片先进封装中的应用潜力， 2、据浙商证券6月27日研报，2026年至今多家培育钻龙头发布涨价函，价格普遍上调15%左右，当前原石供应持续偏紧。公司原因： 1、据2026年4月23日年报，公司主营业务为人造金刚石及金刚石制品，主要产品包括工业金刚石、培育钻石等，是超硬材料行业龙头以及唯一的全产业链布局企业。 2、据2026年4月23日年报，公司成功开发出多晶金刚石热沉片，导热性能指标达到国外同类产品水平，并计划推进其落地量产；据2026年5月22日互动易，子公司河南风优创材料技术有限公司的相关产品生产线已投产，相关设备陆续装机测试。 3、据2026年4月23日年报，公司控股股东为许昌市国有产业投资有限公司，最终控制人为许昌市财政局。	公司自主研发的“金刚石—碳化硅复合材料”项目取得重大阶段性成果，核心性能指标达到国际先进水平，成功破解了长期困扰半导体产业的热膨胀失配难题，为我国高端半导体散热技术自主可控提供了关键支撑	2026-04-30\|8.43\|1.32\|8.56\|8.88\|8.26\|1216962;2026-05-06\|8.77\|4.03\|8.59\|8.99\|8.47\|1426876;2026-05-07\|8.84\|0.80\|8.73\|8.93\|8.67\|982628;2026-05-08\|8.89\|0.57\|8.75\|8.97\|8.68\|844190;2026-05-11\|9.78\|10.01\|9.78\|9.78\|9.78\|705967;2026-05-12\|10.76\|10.02\|10.33\|10.76\|9.90\|3584330;2026-05-13\|11.84\|10.04\|10.92\|11.84\|10.91\|3298078;2026-05-14\|11.83\|-0.08\|11.98\|12.48\|11.55\|3743945;2026-05-15\|11.06\|-6.51\|11.59\|12.20\|10.97\|2826810;2026-05-18\|11.04\|-0.18\|10.77\|11.98\|10.77\|2148146;2026-05-19\|10.82\|-1.99\|11.01\|11.08\|10.43\|1586084;2026-05-20\|10.70\|-1.11\|10.73\|11.11\|10.50\|1245936;2026-05-21\|9.99\|-6.64\|10.71\|10.90\|9.95\|1423187;2026-05-22\|10.99\|10.01\|10.80\|10.99\|10.80\|784205;2026-05-25\|12.09\|10.01\|11.50\|12.09\|11.16\|1890117;2026-05-26\|13.30\|10.01\|12.74\|13.30\|12.60\|3095249;2026-05-27\|13.27\|-0.23\|13.30\|13.69\|13.00\|3225676;2026-05-28\|14.60\|10.02\|13.22\|14.60\|13.20\|1674918;2026-05-29\|14.08\|-3.56\|16.00\|16.06\|13.93\|4158502;2026-06-01\|13.47\|-4.33\|14.10\|14.45\|13.31\|2584150;2026-06-02\|13.90\|3.19\|13.44\|14.54\|12.91\|2880358;2026-06-03\|15.04\|8.20\|13.50\|15.29\|13.50\|3342104;2026-06-04\|14.48\|-3.72\|14.24\|14.80\|14.06\|2773791;2026-06-05\|13.43\|-7.25\|14.27\|14.65\|13.26\|2298351;2026-06-08\|12.56\|-6.48\|12.35\|13.17\|12.35\|1670937;2026-06-09\|12.85\|2.31\|12.85\|12.94\|12.29\|1585334;2026-06-10\|12.12\|-5.68\|12.75\|13.22\|11.89\|1650727;2026-06-11\|11.82\|-2.48\|12.00\|12.50\|11.65\|1411017;2026-06-12\|11.83\|0.08\|12.08\|13.00\|11.70\|2735376;2026-06-15\|12.42\|4.99\|11.86\|12.48\|11.28\|2139662;2026-06-16\|12.90\|3.86\|12.50\|13.13\|12.29\|2149625;2026-06-17\|13.30\|3.10\|12.90\|13.54\|12.70\|2192650;2026-06-18\|14.01\|5.34\|13.80\|14.63\|13.78\|3428335;2026-06-22\|15.41\|9.99\|15.41\|15.41\|14.97\|1548003;2026-06-23\|16.95\|9.99\|16.76\|16.95\|16.18\|3261659;2026-06-24\|17.10\|0.89\|16.55\|17.43\|15.75\|4092384;2026-06-25\|18.27\|6.84\|16.83\|18.81\|15.60\|4014682;2026-06-26\|16.65\|-8.87\|17.45\|17.78\|16.54\|2753445;2026-06-29\|16.16\|-2.94\|16.77\|17.00\|15.41\|2079671;2026-06-30\|16.80\|3.96\|16.00\|16.94\|15.63\|1994124;2026-07-01\|16.39\|-2.44\|16.66\|17.80\|16.07\|2030612;2026-07-02\|18.03\|10.01\|15.48\|18.03\|15.36\|2365568;2026-07-03\|16.86\|-6.49\|17.66\|17.76\|16.24\|2626424;2026-07-06\|18.55\|10.02\|17.00\|18.55\|16.67\|2882336;2026-07-07\|18.36\|-1.02\|17.99\|19.89\|17.96\|3610225;2026-07-08\|17.59\|-4.19\|18.42\|19.60\|17.46\|3176233;2026-07-09\|18.70\|6.31\|17.35\|19.24\|16.53\|3207840;2026-07-10\|17.00\|-9.09\|18.35\|19.80\|16.92\|3234494;2026-07-13\|15.30\|-10.00\|16.50\|17.17\|15.30\|1762490;2026-07-14\|15.23\|-0.46\|14.54\|15.55\|13.81\|1995072;2026-07-15\|14.07\|-7.62\|15.38\|15.71\|13.95\|1715624;2026-07-16\|12.88\|-8.46\|13.88\|14.04\|12.75\|1500171;2026-07-17\|11.89\|-7.69\|12.87\|13.08\|11.78\|1402928;2026-07-20\|10.70\|-10.01\|12.29\|12.57\|10.70\|1476954;2026-07-21\|11.49\|7.38\|10.76\|11.50\|9.63\|2150524;2026-07-22\|11.32\|-1.48\|11.25\|11.96\|11.12\|1672388;2026-07-23\|11.87\|4.86\|11.56\|12.45\|11.40\|2173008;2026-07-24\|11.03\|-7.08\|11.35\|11.63\|10.92\|1298504;2026-07-27\|11.45\|3.81\|11.05\|11.46\|10.59\|1206145;2026-07-28\|10.77\|-5.94\|11.21\|11.70\|10.67\|1176381;2026-07-29\|10.37\|-3.71\|10.96\|11.00\|10.00\|1258045;2026-07-30\|9.52\|-8.20\|10.15\|10.45\|9.38\|1309468;2026-07-31\|9.72\|2.10\|10.20\|10.29\|9.70\|1419374;2026-08-03\|9.59\|-1.34\|9.61\|9.92\|9.50\|897696;2026-08-04\|10.20\|6.36\|9.73\|10.24\|9.53\|1333981;2026-08-05\|11.22\|10.00\|10.06\|11.22\|10.05\|1544309;2026-08-06\|11.74\|4.63\|11.21\|11.96\|11.05\|2329150;2026-08-07\|12.18\|3.75\|11.74\|12.35\|11.56\|2104008;2026-08-10\|12.37\|1.56\|12.20\|12.43\|11.82\|1679050;2026-08-11\|12.34\|-0.24\|12.15\|12.55\|11.90\|1235815;2026-08-12\|12.47\|1.05\|12.48\|12.60\|12.13\|1312404;2026-08-13\|12.08\|-3.13\|12.71\|12.90\|12.06\|1401951;2026-08-14\|12.40\|2.65\|12.30\|12.49\|11.90\|1247149;2026-08-17\|13.64\|10.00\|12.50\|13.64\|12.50\|776168;2026-08-18\|14.32\|4.99\|14.02\|14.70\|13.71\|3008547;2026-08-19\|14.42\|0.70\|13.58\|15.70\|13.28\|3247225;2026-08-20\|13.44\|-6.80\|14.28\|14.28\|13.30\|2142526;2026-08-21\|13.54\|0.74\|13.05\|13.68\|12.72\|1499480;2026-08-24\|12.72\|-6.06\|13.49\|13.59\|12.47\|1404188;2026-08-25\|13.99\|9.98\|12.30\|13.99\|12.14\|1852096;2026-08-26\|13.90\|-0.64\|13.88\|14.14\|13.61\|1849093;2026-08-27\|14.61\|5.11\|13.92\|14.93\|13.79\|2405210;2026-08-28\|14.42\|-1.30\|14.60\|14.88\|14.30\|1782559;2026-08-31\|14.46\|0.28\|13.89\|14.46\|13.89\|1180494;2026-09-01\|14.64\|1.24\|14.46\|15.03\|14.04\|1880008;2026-09-02\|14.75\|0.75\|14.16\|15.99\|14.16\|2570312;2026-09-03\|15.92\|7.93\|15.10\|16.23\|14.76\|3871955;2026-09-04\|15.79\|-0.82\|15.80\|16.45\|15.21\|3492495;2026-09-07\|15.89\|0.63\|15.49\|16.20\|14.86\|2431383;2026-09-08\|16.50\|3.84\|15.61\|16.78\|15.61\|2531352
124657	修订后的《集成电路布图设计保护条例》对外公布	六氟化钨+电子化学品+定增募资行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|834459;2026-07-09\|35.38\|6.79\|33.96\|35.47\|31.25\|1069616;2026-07-10\|29.33\|-17.10\|34.30\|35.44\|29.00\|1309432;2026-07-13\|28.00\|-4.53\|29.34\|30.70\|27.81\|944802;2026-07-14\|29.39\|4.96\|28.10\|30.20\|27.05\|795294;2026-07-15\|26.51\|-9.80\|30.10\|30.12\|26.47\|791689;2026-07-16\|24.61\|-7.17\|25.90\|26.68\|24.09\|725827;2026-07-17\|25.65\|4.23\|24.59\|28.50\|24.03\|1148322;2026-07-20\|21.28\|-17.04\|27.10\|27.80\|20.52\|1281731;2026-07-21\|23.85\|12.08\|21.88\|24.00\|18.50\|1339352;2026-07-22\|23.02\|-3.48\|23.00\|24.48\|22.80\|935670;2026-07-23\|22.70\|-1.39\|23.50\|24.24\|22.26\|656185;2026-07-24\|23.61\|4.01\|22.03\|24.90\|21.91\|1114340;2026-07-27\|25.27\|7.03\|22.88\|26.18\|22.58\|1138903;2026-07-28\|22.53\|-10.84\|24.89\|25.38\|22.30\|972287;2026-07-29\|21.87\|-2.93\|22.77\|22.80\|20.46\|936094;2026-07-30\|19.70\|-9.92\|21.57\|21.70\|19.13\|920524;2026-07-31\|19.53\|-0.86\|21.50\|22.27\|19.51\|982753;2026-08-03\|18.40\|-5.79\|19.39\|19.58\|18.35\|773620;2026-08-04\|19.34\|5.11\|18.55\|19.56\|18.05\|732433;2026-08-05\|23.21\|20.01\|19.19\|23.21\|19.13\|1021773;2026-08-06\|27.85\|19.99\|22.87\|27.85\|22.75\|1897527;2026-08-07\|28.77\|3.30\|28.18\|29.66\|27.12\|1607239;2026-08-10\|29.17\|1.39\|28.41\|29.27\|27.50\|1281814;2026-08-11\|28.19\|-3.36\|28.29\|29.45\|27.46\|1003690;2026-08-12\|28.82\|2.23\|28.60\|29.10\|27.38\|1001566;2026-08-13\|27.40\|-4.93\|29.20\|29.83\|27.30\|1102026;2026-08-14\|29.50\|7.66\|28.00\|30.45\|27.58\|1325995;2026-08-17\|30.34\|2.85\|29.38\|30.38\|28.72\|1290280;2026-08-18\|29.29\|-3.46\|30.00\|30.76\|28.46\|1053019;2026-08-19\|27.19\|-7.17\|27.10\|28.84\|26.52\|949044;2026-08-20\|26.20\|-3.64\|27.43\|27.50\|25.77\|693902;2026-08-21\|27.20\|3.82\|26.00\|28.99\|25.77\|939540;2026-08-24\|25.23\|-7.24\|27.20\|27.50\|24.39\|788189;2026-08-25\|24.56\|-2.66\|24.28\|24.90\|23.61\|565085;2026-08-26\|24.30\|-1.06\|24.68\|24.89\|23.80\|448691;2026-08-27\|25.62\|5.43\|24.50\|25.73\|24.18\|702090;2026-08-28\|24.54\|-4.22\|25.60\|26.37\|24.50\|716914;2026-08-31\|24.59\|0.20\|23.69\|24.78\|23.50\|550435;2026-09-01\|23.32\|-5.16\|24.50\|24.67\|23.09\|553796;2026-09-02\|22.90\|-1.80\|22.76\|23.13\|22.65\|367994;2026-09-03\|22.70\|-0.87\|23.29\|23.30\|22.38\|383573;2026-09-04\|21.75\|-4.18\|22.93\|23.18\|21.55\|423225;2026-09-07\|22.28\|2.44\|22.02\|22.49\|21.85\|501209;2026-09-08\|21.90\|-1.71\|22.33\|23.67\|21.79\|65534466
124656		锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-04-30\|46.35\|-1.82\|47.50\|47.70\|46.32\|61473;2026-05-06\|45.90\|-0.97\|47.00\|47.25\|45.60\|104524;2026-05-07\|45.89\|-0.02\|46.10\|46.30\|45.07\|79395;2026-05-08\|45.30\|-1.29\|46.00\|46.46\|45.00\|68293;2026-05-11\|45.34\|0.09\|45.30\|46.06\|44.44\|88728;2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|70.99\|-4.04\|74.09\|75.00\|70.07\|143246;2026-07-14\|72.79\|2.54\|71.99\|73.20\|69.95\|105840;2026-07-15\|68.61\|-5.74\|73.04\|74.48\|68.18\|104631;2026-07-16\|63.50\|-7.45\|68.94\|69.02\|62.86\|140468;2026-07-17\|41.81\|-7.68\|45.01\|46.33\|41.81\|158564;2026-07-20\|38.18\|-8.68\|42.59\|43.56\|37.63\|262214;2026-07-21\|42.00\|10.01\|39.33\|42.00\|37.01\|193421;2026-07-22\|42.06\|0.14\|42.90\|44.75\|41.34\|273793;2026-07-23\|41.04\|-2.43\|42.85\|43.36\|40.60\|192057;2026-07-24\|38.70\|-5.70\|40.50\|40.98\|38.56\|167253;2026-07-27\|40.66\|5.06\|39.03\|40.80\|37.80\|141409;2026-07-28\|37.99\|-6.57\|39.89\|41.30\|37.65\|140482;2026-07-29\|37.00\|-2.61\|38.33\|38.33\|35.45\|164065;2026-07-30\|33.67\|-9.00\|37.03\|37.42\|33.52\|195984;2026-07-31\|33.70\|0.09\|36.37\|36.56\|33.50\|176744;2026-08-03\|31.96\|-5.16\|33.49\|34.26\|31.50\|204172;2026-08-04\|33.87\|5.98\|32.44\|34.17\|31.59\|190667;2026-08-05\|37.26\|10.01\|33.87\|37.26\|33.62\|161042;2026-08-06\|39.31\|5.50\|37.27\|39.63\|37.00\|437937;2026-08-07\|40.12\|2.06\|39.12\|40.68\|37.80\|382430;2026-08-10\|40.69\|1.42\|40.66\|41.47\|39.24\|294191;2026-08-11\|40.45\|-0.59\|40.05\|41.80\|39.68\|223892;2026-08-12\|41.31\|2.13\|40.60\|41.70\|40.23\|210814;2026-08-13\|39.86\|-3.51\|41.84\|42.31\|39.70\|253224;2026-08-14\|42.08\|5.57\|39.91\|42.98\|39.72\|356754;2026-08-17\|44.66\|6.13\|43.85\|44.70\|41.73\|445270;2026-08-18\|45.87\|2.71\|44.67\|48.08\|44.42\|462782;2026-08-19\|41.28\|-10.01\|44.00\|46.37\|41.28\|350045;2026-08-20\|40.76\|-1.26\|41.97\|42.47\|40.30\|297829;2026-08-21\|43.11\|5.77\|40.60\|43.52\|39.90\|259528;2026-08-24\|41.61\|-3.48\|43.30\|43.80\|40.13\|325287;2026-08-25\|41.20\|-0.99\|41.31\|42.50\|39.82\|218636;2026-08-26\|41.18\|-0.05\|41.44\|41.96\|40.13\|174382;2026-08-27\|44.16\|7.24\|41.42\|44.37\|40.81\|301355;2026-08-28\|43.35\|-1.83\|44.99\|45.73\|43.24\|234668;2026-08-31\|43.82\|1.08\|42.49\|44.00\|41.58\|202566;2026-09-01\|41.76\|-4.70\|43.53\|43.90\|41.01\|214331;2026-09-02\|40.98\|-1.87\|41.00\|41.77\|40.73\|133499;2026-09-03\|40.41\|-1.39\|41.50\|41.50\|39.93\|154144;2026-09-04\|38.20\|-5.47\|40.80\|41.77\|37.95\|224282;2026-09-07\|40.11\|5.00\|38.69\|40.39\|38.26\|176420;2026-09-08\|39.11\|-2.49\|39.92\|40.39\|38.94\|125998
124655	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-04-30\|46.68\|9.99\|46.68\|46.68\|46.68\|24307;2026-05-06\|51.35\|10.00\|51.35\|51.35\|50.52\|94385;2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|66.80\|-0.89\|67.34\|68.70\|63.88\|72489;2026-07-15\|67.80\|1.50\|67.68\|71.98\|64.59\|102067;2026-07-16\|62.50\|-7.82\|65.52\|67.68\|61.88\|79160;2026-07-17\|56.25\|-10.00\|62.73\|63.50\|56.25\|73519;2026-07-20\|50.63\|-9.99\|56.25\|56.90\|50.63\|81039;2026-07-21\|53.98\|6.62\|50.00\|53.99\|45.57\|137702;2026-07-22\|51.92\|-3.82\|52.00\|54.83\|51.13\|85840;2026-07-23\|53.20\|2.47\|52.27\|53.56\|51.20\|72779;2026-07-24\|51.05\|-4.04\|52.50\|53.35\|50.49\|60188;2026-07-27\|52.40\|2.64\|50.89\|52.52\|50.11\|74087;2026-07-28\|48.79\|-6.89\|51.06\|53.20\|48.36\|68157;2026-07-29\|48.61\|-0.37\|49.45\|49.79\|46.31\|73536;2026-07-30\|45.57\|-6.25\|48.63\|49.58\|44.77\|66604;2026-07-31\|46.83\|2.77\|48.00\|50.13\|46.80\|84739;2026-08-03\|46.52\|-0.66\|46.83\|47.66\|45.43\|70261;2026-08-04\|48.69\|4.66\|47.29\|48.93\|46.52\|51283;2026-08-05\|53.56\|10.00\|48.71\|53.56\|48.31\|64221;2026-08-06\|54.20\|1.19\|54.26\|55.33\|53.05\|120106;2026-08-07\|56.31\|3.89\|54.27\|56.55\|53.40\|104468;2026-08-10\|55.19\|-1.99\|56.50\|57.00\|53.70\|76941;2026-08-11\|54.59\|-1.09\|54.50\|56.30\|54.36\|61893;2026-08-12\|55.11\|0.95\|54.44\|55.53\|53.97\|51680;2026-08-13\|53.99\|-2.03\|55.05\|57.26\|53.85\|64049;2026-08-14\|53.59\|-0.74\|53.88\|54.42\|52.10\|71552;2026-08-17\|56.92\|6.21\|54.24\|56.92\|54.10\|81581;2026-08-18\|57.60\|1.19\|56.90\|58.65\|56.10\|85370;2026-08-19\|52.30\|-9.20\|55.98\|56.83\|51.99\|91471;2026-08-20\|52.04\|-0.50\|53.60\|53.63\|51.36\|58665;2026-08-21\|57.24\|9.99\|51.91\|57.24\|51.36\|85436;2026-08-24\|56.33\|-1.59\|58.50\|59.45\|55.75\|167835;2026-08-25\|54.52\|-3.21\|55.58\|56.05\|53.19\|106852;2026-08-26\|54.04\|-0.88\|54.82\|55.46\|53.20\|72629;2026-08-27\|56.53\|4.61\|53.50\|56.93\|53.21\|102125;2026-08-28\|62.18\|9.99\|56.53\|62.18\|56.51\|62036;2026-08-31\|58.82\|-5.40\|60.00\|61.41\|57.38\|177524;2026-09-01\|56.35\|-4.20\|58.82\|59.36\|56.25\|108929;2026-09-02\|53.58\|-4.92\|55.18\|55.30\|53.01\|98217;2026-09-03\|54.95\|2.56\|54.30\|55.04\|53.53\|103958;2026-09-04\|49.98\|-9.04\|55.33\|55.55\|49.46\|160848;2026-09-07\|50.32\|0.68\|49.00\|50.88\|48.80\|84915;2026-09-08\|49.53\|-1.57\|50.99\|51.37\|49.07\|65947
124654	AI液冷需求已明确传导至上游设备端	液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-04-30\|53.20\|-3.38\|54.00\|54.95\|52.10\|112294;2026-05-06\|49.82\|-6.35\|53.55\|53.78\|49.65\|162807;2026-05-07\|50.15\|0.66\|49.76\|50.80\|47.99\|144737;2026-05-08\|48.36\|-3.57\|49.65\|50.50\|47.98\|118371;2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870;2026-07-17\|42.12\|-10.00\|46.80\|46.99\|42.12\|107186;2026-07-20\|37.91\|-10.00\|42.34\|43.20\|37.91\|112809;2026-07-21\|39.46\|4.09\|38.41\|39.66\|34.12\|209703;2026-07-22\|39.13\|-0.84\|39.30\|41.22\|38.50\|135238;2026-07-23\|38.17\|-2.45\|39.82\|41.55\|37.96\|97161;2026-07-24\|37.00\|-3.07\|37.53\|38.99\|36.70\|80231;2026-07-27\|38.12\|3.03\|36.68\|38.22\|36.02\|93410;2026-07-28\|34.31\|-9.99\|37.33\|38.15\|34.31\|99949;2026-07-29\|32.05\|-6.59\|33.94\|34.31\|30.88\|178922;2026-07-30\|28.85\|-9.98\|32.06\|32.25\|28.85\|145481;2026-07-31\|31.74\|10.02\|30.88\|31.74\|30.08\|36068;2026-08-03\|31.60\|-0.44\|33.00\|33.00\|31.11\|167875;2026-08-04\|34.76\|10.00\|31.93\|34.76\|30.97\|83457;2026-08-05\|38.24\|10.01\|36.30\|38.24\|35.30\|120914;2026-08-06\|39.40\|3.03\|38.48\|39.51\|37.70\|216276;2026-08-07\|39.78\|0.96\|39.44\|40.80\|38.19\|159810;2026-08-10\|38.30\|-3.72\|40.30\|41.40\|37.46\|136775;2026-08-11\|38.58\|0.73\|37.80\|39.59\|37.41\|106512;2026-08-12\|39.57\|2.57\|38.78\|41.18\|38.18\|128674;2026-08-13\|39.62\|0.13\|40.39\|42.39\|39.31\|135324;2026-08-14\|41.03\|3.56\|40.02\|42.30\|40.02\|125008;2026-08-17\|42.59\|3.80\|41.19\|42.95\|40.72\|139175;2026-08-18\|43.05\|1.08\|42.56\|43.45\|41.11\|125522;2026-08-19\|39.70\|-7.78\|41.85\|42.23\|39.30\|112867;2026-08-20\|39.11\|-1.49\|40.25\|40.79\|38.80\|85159;2026-08-21\|43.02\|10.00\|38.79\|43.02\|38.79\|89918;2026-08-24\|41.80\|-2.84\|43.10\|43.40\|39.79\|165418;2026-08-25\|45.98\|10.00\|41.00\|45.98\|40.28\|203638;2026-08-26\|44.07\|-4.15\|46.98\|47.37\|42.00\|303761;2026-08-27\|47.05\|6.76\|44.94\|47.50\|43.80\|257176;2026-08-28\|44.89\|-4.59\|46.11\|47.39\|44.40\|226103;2026-08-31\|49.38\|10.00\|44.12\|49.38\|43.80\|225705;2026-09-01\|50.61\|2.49\|52.00\|52.50\|50.03\|305723;2026-09-02\|51.30\|1.36\|50.39\|52.52\|49.60\|271891;2026-09-03\|56.43\|10.00\|52.08\|56.43\|51.50\|201685;2026-09-04\|55.50\|-1.65\|56.45\|60.91\|55.03\|345536;2026-09-07\|55.01\|-0.88\|55.52\|56.05\|53.02\|230308;2026-09-08\|52.37\|-4.80\|54.46\|55.00\|51.36\|228842
124653		车载声学+AI声学+股份转让完成公司原因： 1、据2026年2月3日公告，控股股东无锡韦感向韦豪创芯协议转让1900万股占总股本5.24%已完成过户，权益变动落地。 2、据2025年4月3日年报及2025年9月12日互动易，公司主营微型电声元器件及模组，产品包括车载语音模组、MEMS麦克风、微型扬声器等，广泛应用于智能车载、智能家居、AI玩具等场景。 3、据2025年11月6日互动易，公司与三方机构合作研发Tof及高端模拟芯片，可应用于智能行驶、仓储定位，拓展汽车电子新业务。	公司控股股东一致行动人取得2亿元增持专项贷款承诺函	2026-04-30\|31.52\|2.67\|30.71\|32.19\|29.80\|650172;2026-05-06\|32.55\|3.27\|31.65\|33.27\|31.31\|497734;2026-05-07\|35.81\|10.02\|32.53\|35.81\|32.40\|261874;2026-05-08\|39.39\|10.00\|37.41\|39.39\|37.10\|438303;2026-05-11\|36.37\|-7.67\|41.00\|41.11\|35.45\|1027629;2026-05-12\|34.87\|-4.12\|37.85\|38.44\|34.59\|668862;2026-05-13\|36.68\|5.19\|34.51\|37.95\|33.42\|668714;2026-05-14\|36.94\|0.71\|36.50\|38.00\|35.93\|523489;2026-05-15\|37.41\|1.27\|36.52\|38.51\|36.20\|481144;2026-05-18\|35.17\|-5.99\|36.79\|37.56\|34.50\|544309;2026-05-19\|33.25\|-5.46\|35.00\|35.17\|32.85\|452756;2026-05-20\|33.02\|-0.69\|33.00\|33.90\|32.48\|244724;2026-05-21\|34.39\|4.15\|33.46\|36.32\|32.91\|411007;2026-05-22\|35.10\|2.06\|35.33\|35.64\|34.10\|446271;2026-05-25\|35.87\|2.19\|35.10\|36.49\|34.58\|365306;2026-05-26\|36.97\|3.07\|35.40\|38.30\|34.91\|526648;2026-05-27\|38.88\|5.17\|36.31\|39.50\|36.00\|547877;2026-05-28\|42.57\|9.49\|38.50\|42.77\|38.11\|661905;2026-05-29\|40.52\|-4.75\|42.98\|44.80\|39.81\|726931;2026-06-01\|37.82\|-6.66\|39.57\|42.00\|37.13\|554937;2026-06-02\|37.58\|-0.63\|37.96\|38.96\|35.10\|404204;2026-06-03\|38.27\|1.84\|37.15\|38.72\|36.86\|363125;2026-06-04\|37.09\|-3.08\|37.62\|38.18\|36.10\|297263;2026-06-05\|37.78\|1.86\|37.09\|40.38\|33.85\|511304;2026-06-08\|35.46\|-6.14\|36.91\|37.46\|34.99\|318139;2026-06-09\|36.30\|2.37\|35.79\|36.68\|34.00\|267851;2026-06-10\|33.89\|-6.64\|36.12\|36.20\|33.03\|264511;2026-06-11\|33.90\|0.03\|33.59\|34.60\|32.49\|189577;2026-06-12\|33.20\|-2.06\|34.60\|35.48\|33.16\|206915;2026-06-15\|35.88\|8.07\|33.79\|36.52\|33.00\|287480;2026-06-16\|37.18\|3.62\|36.30\|38.40\|35.80\|275399;2026-06-17\|38.74\|4.20\|37.20\|39.79\|36.50\|342297;2026-06-18\|42.61\|9.99\|40.40\|42.61\|39.20\|382824;2026-06-22\|46.87\|10.00\|46.86\|46.87\|45.93\|278983;2026-06-23\|46.79\|-0.17\|50.00\|51.56\|46.18\|936720;2026-06-24\|50.20\|7.29\|47.16\|50.40\|45.41\|436519;2026-06-25\|48.43\|-3.53\|50.20\|52.48\|47.90\|397394;2026-06-26\|51.13\|5.58\|49.11\|52.72\|47.90\|378929;2026-06-29\|46.02\|-9.99\|50.30\|50.63\|46.02\|321281;2026-06-30\|46.00\|-0.04\|45.11\|46.95\|41.42\|373870;2026-07-01\|44.81\|-2.59\|46.22\|47.47\|44.50\|258969;2026-07-02\|42.02\|-6.23\|44.11\|44.80\|41.85\|242437;2026-07-03\|40.69\|-3.17\|42.04\|42.50\|40.00\|238092;2026-07-06\|40.90\|0.52\|41.03\|42.86\|39.90\|226780;2026-07-07\|39.53\|-3.35\|40.92\|41.46\|38.00\|226302;2026-07-08\|37.34\|-5.54\|39.87\|40.80\|36.70\|178918;2026-07-09\|38.80\|3.91\|37.95\|39.10\|36.05\|243533;2026-07-10\|36.77\|-5.23\|38.81\|39.68\|36.71\|189359;2026-07-13\|33.28\|-9.49\|36.38\|38.49\|33.18\|226948;2026-07-14\|34.01\|2.19\|33.28\|34.55\|31.80\|318954;2026-07-15\|33.95\|-0.18\|35.86\|35.98\|33.71\|217710;2026-07-16\|31.74\|-6.51\|33.51\|34.48\|31.30\|213546;2026-07-17\|28.57\|-9.99\|31.80\|32.35\|28.57\|229693;2026-07-20\|25.71\|-10.01\|29.20\|29.23\|25.71\|273095;2026-07-21\|27.40\|6.57\|25.66\|27.42\|23.14\|434252;2026-07-22\|26.63\|-2.81\|27.40\|28.15\|26.20\|284515;2026-07-23\|25.89\|-2.78\|26.94\|27.50\|25.54\|189661;2026-07-24\|25.46\|-1.66\|25.50\|26.48\|25.10\|229094;2026-07-27\|26.32\|3.38\|25.60\|26.39\|24.50\|197408;2026-07-28\|24.48\|-6.99\|25.81\|26.54\|24.20\|186730;2026-07-29\|23.66\|-3.35\|24.48\|24.83\|22.50\|320056;2026-07-30\|21.29\|-10.02\|23.42\|24.10\|21.29\|257264;2026-07-31\|22.85\|7.33\|22.42\|23.42\|22.11\|406935;2026-08-03\|22.37\|-2.10\|22.77\|23.70\|21.80\|254333;2026-08-04\|24.61\|10.01\|22.85\|24.61\|22.82\|322972;2026-08-05\|27.07\|10.00\|25.49\|27.07\|25.00\|246630;2026-08-06\|27.84\|2.84\|27.60\|27.97\|26.95\|401355;2026-08-07\|29.38\|5.53\|28.11\|29.50\|27.56\|345890;2026-08-10\|31.27\|6.43\|29.59\|31.31\|28.36\|356859;2026-08-11\|31.13\|-0.45\|31.28\|32.21\|30.50\|367664;2026-08-12\|32.28\|3.69\|31.16\|32.88\|31.11\|276007;2026-08-13\|32.02\|-0.81\|32.86\|33.66\|32.01\|272219;2026-08-14\|33.99\|6.15\|32.09\|34.00\|31.68\|306520;2026-08-17\|35.08\|3.21\|34.52\|35.25\|33.86\|310611;2026-08-18\|38.02\|8.38\|36.00\|38.23\|35.21\|415451;2026-08-19\|34.39\|-9.55\|36.69\|37.95\|34.22\|469152;2026-08-20\|34.34\|-0.15\|35.05\|36.49\|33.93\|374142;2026-08-21\|37.77\|9.99\|33.82\|37.77\|33.82\|327399;2026-08-24\|35.38\|-6.33\|39.51\|39.87\|35.02\|518051;2026-08-25\|37.49\|5.96\|34.21\|38.23\|33.60\|423838;2026-08-26\|37.87\|1.01\|38.00\|38.37\|36.10\|319657;2026-08-27\|39.13\|3.33\|37.87\|39.43\|37.30\|316143;2026-08-28\|38.22\|-2.33\|39.01\|40.77\|38.16\|310136;2026-08-31\|39.17\|2.49\|37.57\|39.50\|36.98\|273339;2026-09-01\|38.21\|-2.45\|39.18\|39.50\|37.86\|188580;2026-09-02\|37.62\|-1.54\|37.75\|38.35\|36.90\|172198;2026-09-03\|38.65\|2.74\|37.89\|39.31\|37.53\|239322;2026-09-04\|37.71\|-2.43\|38.50\|39.99\|37.00\|277671;2026-09-07\|38.85\|3.02\|38.42\|39.22\|36.60\|304296;2026-09-08\|39.10\|0.64\|38.90\|40.08\|38.00\|265323
124652	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元； 2、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 3、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-04-30\|53.83\|9.99\|49.01\|53.83\|48.50\|117841;2026-05-06\|58.41\|8.51\|58.03\|58.96\|54.12\|255423;2026-05-07\|64.25\|10.00\|58.39\|64.25\|57.00\|110214;2026-05-08\|62.75\|-2.33\|65.00\|67.49\|61.82\|228362;2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991
124651	8月电子布价格现年内最大单月涨幅	高速电子树脂+AI算力+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月16日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”已处于试车阶段，预计于8月上旬完成所有产品的试生产，产品主要应用于AI服务器、高端算力等领域。 2、据2026年7月9日公告，公司预计2026年半年度实现归母净利润3.12亿元左右，同比增长约63.93%，主因是聚焦高速电子树脂核心主业，在增量高端市场实现突破性拓展。 3、据2026年7月24日互动易，公司M10级碳氢树脂目前正有序推进下游客户送样、验证工作；据2026年7月24日互动易，当前公司碳氢树脂订单需求旺盛，产能供给较为紧缺。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583
124650		玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业；康宁为公司直接客户	2026-04-30\|23.47\|1.08\|23.40\|23.87\|23.05\|475110;2026-05-06\|23.81\|1.45\|23.48\|23.89\|23.07\|414582;2026-05-07\|23.67\|-0.59\|23.70\|23.93\|23.42\|333967;2026-05-08\|23.68\|0.04\|23.84\|24.48\|23.54\|350997;2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862;2026-07-20\|29.59\|-10.01\|33.54\|33.83\|29.59\|265075;2026-07-21\|31.27\|5.68\|29.59\|31.50\|26.63\|423617;2026-07-22\|30.23\|-3.33\|30.75\|31.66\|29.60\|293875;2026-07-23\|30.94\|2.35\|30.73\|31.90\|29.89\|249549;2026-07-24\|29.60\|-4.33\|29.94\|31.39\|29.36\|174084;2026-07-27\|31.19\|5.37\|30.03\|31.20\|28.80\|193072;2026-07-28\|28.88\|-7.41\|30.93\|31.43\|28.28\|246931;2026-07-29\|28.62\|-0.90\|28.67\|29.04\|27.47\|237782;2026-07-30\|26.95\|-5.84\|28.62\|29.38\|25.93\|270349;2026-07-31\|26.99\|0.15\|28.57\|29.08\|26.92\|264867;2026-08-03\|25.62\|-5.08\|26.96\|27.12\|25.40\|258472;2026-08-04\|27.20\|6.17\|25.98\|27.51\|25.18\|249782;2026-08-05\|29.92\|10.00\|27.24\|29.92\|27.24\|256500;2026-08-06\|31.49\|5.25\|30.38\|31.95\|29.96\|581004;2026-08-07\|32.96\|4.67\|31.91\|33.50\|31.75\|571095;2026-08-10\|33.10\|0.42\|33.49\|34.11\|31.83\|475489;2026-08-11\|33.75\|1.96\|32.90\|35.38\|32.42\|577756;2026-08-12\|33.46\|-0.86\|33.66\|33.87\|32.52\|385878;2026-08-13\|33.01\|-1.34\|33.90\|34.60\|33.00\|347158;2026-08-14\|33.63\|1.88\|33.16\|33.79\|32.85\|237671;2026-08-17\|34.75\|3.33\|33.76\|35.13\|33.47\|321731;2026-08-18\|38.23\|10.01\|35.50\|38.23\|35.49\|563790;2026-08-19\|39.88\|4.32\|37.00\|40.88\|36.36\|925574;2026-08-20\|35.89\|-10.01\|38.50\|38.55\|35.89\|647990;2026-08-21\|34.68\|-3.37\|34.17\|35.79\|33.51\|477802;2026-08-24\|38.15\|10.01\|34.95\|38.15\|33.57\|756575;2026-08-25\|38.27\|0.31\|38.15\|40.38\|36.36\|878201;2026-08-26\|39.17\|2.35\|38.86\|40.13\|36.88\|708626;2026-08-27\|40.50\|3.40\|39.19\|40.72\|38.95\|703310;2026-08-28\|42.10\|3.95\|39.60\|43.66\|39.00\|787352;2026-08-31\|41.07\|-2.45\|40.50\|41.54\|40.04\|473981;2026-09-01\|37.96\|-7.57\|40.59\|40.59\|37.39\|465513;2026-09-02\|38.39\|1.13\|37.03\|39.36\|37.02\|349894;2026-09-03\|38.56\|0.44\|38.00\|39.16\|37.30\|329694;2026-09-04\|35.18\|-8.77\|38.20\|38.45\|34.71\|461863;2026-09-07\|36.03\|2.50\|35.16\|36.49\|34.84\|287773;2026-09-08\|35.46\|-1.58\|36.10\|36.71\|35.00\|285371
124649		覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258
124648	修订后的《集成电路布图设计保护条例》对外公布	半导体封装材料+引线框架满产+回购行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-04-30\|21.01\|1.01\|20.95\|21.17\|20.77\|192692;2026-05-06\|22.00\|4.71\|21.49\|22.00\|21.40\|368717;2026-05-07\|22.38\|1.73\|22.04\|22.44\|21.80\|373853;2026-05-08\|22.10\|-1.07\|21.80\|22.10\|21.75\|238679;2026-05-11\|23.29\|5.38\|22.49\|23.35\|22.32\|538232;2026-05-12\|22.83\|-1.98\|23.06\|23.15\|22.47\|363002;2026-05-13\|23.49\|2.89\|22.22\|23.61\|22.02\|432470;2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479;2026-07-13\|30.05\|-6.76\|32.19\|32.98\|29.98\|455782;2026-07-14\|29.99\|-0.20\|30.08\|30.44\|28.00\|353328;2026-07-15\|28.33\|-5.54\|30.50\|30.68\|28.10\|288085;2026-07-16\|26.26\|-7.31\|27.47\|28.20\|25.97\|300444;2026-07-17\|23.63\|-10.02\|26.26\|26.49\|23.63\|329758;2026-07-20\|21.27\|-9.99\|24.13\|24.33\|21.27\|327422;2026-07-21\|22.86\|7.48\|21.17\|22.94\|19.14\|671172;2026-07-22\|22.33\|-2.32\|22.45\|23.75\|22.05\|607472;2026-07-23\|21.98\|-1.57\|22.73\|22.75\|21.55\|374932;2026-07-24\|22.08\|0.46\|21.59\|22.90\|21.55\|387072;2026-07-27\|22.90\|3.71\|22.07\|23.00\|21.00\|382426;2026-07-28\|22.00\|-3.93\|22.81\|23.40\|21.70\|379479;2026-07-29\|20.94\|-4.82\|21.66\|22.10\|19.96\|451827;2026-07-30\|19.20\|-8.31\|20.61\|20.85\|19.07\|362855;2026-07-31\|20.40\|6.25\|21.00\|21.09\|20.25\|477136;2026-08-03\|19.20\|-5.88\|20.32\|20.38\|19.11\|354653;2026-08-04\|20.27\|5.57\|19.52\|20.50\|19.28\|360209;2026-08-05\|22.30\|10.01\|20.35\|22.30\|20.29\|311771;2026-08-06\|23.11\|3.63\|22.75\|23.34\|22.53\|720883;2026-08-07\|24.04\|4.02\|23.12\|24.29\|22.75\|585167;2026-08-10\|23.90\|-0.58\|24.39\|24.43\|23.27\|414993;2026-08-11\|23.83\|-0.29\|23.58\|24.30\|23.38\|309702;2026-08-12\|24.22\|1.64\|23.91\|24.29\|23.64\|296779;2026-08-13\|23.52\|-2.89\|24.78\|24.87\|23.50\|351070;2026-08-14\|24.21\|2.93\|23.99\|24.22\|23.54\|282999;2026-08-17\|25.40\|4.92\|24.22\|25.40\|24.22\|407417;2026-08-18\|25.66\|1.02\|25.30\|26.25\|25.14\|505163;2026-08-19\|23.86\|-7.01\|24.82\|25.63\|23.70\|418685;2026-08-20\|23.34\|-2.18\|24.07\|24.20\|23.05\|308577;2026-08-21\|23.50\|0.69\|23.12\|23.72\|22.78\|239660;2026-08-24\|23.04\|-1.96\|23.45\|23.47\|22.35\|226828;2026-08-25\|22.75\|-1.26\|22.53\|22.96\|21.65\|251140;2026-08-26\|22.51\|-1.05\|23.13\|23.33\|22.41\|331572;2026-08-27\|23.62\|4.93\|22.88\|23.78\|22.33\|423812;2026-08-28\|23.25\|-1.57\|23.36\|23.78\|23.02\|320289;2026-08-31\|23.87\|2.67\|22.71\|23.95\|22.67\|279005;2026-09-01\|23.01\|-3.60\|23.89\|24.00\|22.90\|249089;2026-09-02\|22.69\|-1.39\|22.61\|22.95\|22.40\|149876;2026-09-03\|22.50\|-0.84\|22.95\|23.07\|22.20\|162677;2026-09-04\|21.89\|-2.71\|22.85\|24.05\|21.69\|423005;2026-09-07\|22.85\|4.39\|22.28\|22.98\|21.96\|305187;2026-09-08\|23.06\|0.92\|22.85\|23.57\|22.55\|268708
124647	两大MLCC龙头发出涨价函	MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-04-30\|131.58\|10.00\|119.70\|131.58\|119.70\|164131;2026-05-06\|130.00\|-1.20\|138.00\|139.00\|127.20\|162507;2026-05-07\|130.04\|0.03\|130.10\|132.00\|126.78\|101528;2026-05-08\|134.30\|3.28\|129.00\|137.60\|127.80\|97289;2026-05-11\|137.96\|2.73\|135.40\|142.50\|134.30\|127522;2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475
124646	修订后的《集成电路布图设计保护条例》对外公布	半导体存储+定增获批+锂矿审批推进行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月20日互动易，在半导体存储领域，全球存储市场延续上行周期，公司积极深化与核心上游供应商和下游客户的战略合作，在供应链端与客户端实现双向协同，推动存储业务收入和利润平稳增长。 2、据2026年7月21日公告，公司1.09亿元定增获批，拟用于嵌入式存储器研发和产业化项目，发行价格为33.80元/股。 3、据2026年3月24日及2026年5月15日互动易，公司桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批已对接自然资源部。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-04-30\|37.30\|0.78\|37.00\|38.41\|36.44\|418706;2026-05-06\|39.10\|4.83\|38.93\|40.88\|38.00\|457777;2026-05-07\|39.96\|2.20\|38.84\|40.50\|37.90\|440330;2026-05-08\|43.15\|7.98\|38.58\|43.43\|38.50\|463691;2026-05-11\|45.11\|4.54\|43.42\|46.30\|43.30\|385653;2026-05-12\|43.51\|-3.55\|43.81\|45.30\|43.11\|251109;2026-05-13\|43.57\|0.14\|43.10\|43.74\|42.50\|271684;2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702;2026-07-27\|27.57\|2.38\|26.80\|27.80\|26.32\|160246;2026-07-28\|26.89\|-2.47\|27.00\|28.13\|26.71\|137253;2026-07-29\|26.75\|-0.52\|27.36\|27.36\|25.70\|129395;2026-07-30\|25.57\|-4.41\|26.29\|27.90\|25.05\|161551;2026-07-31\|25.80\|0.90\|27.20\|27.50\|25.80\|173190;2026-08-03\|24.96\|-3.26\|25.31\|25.72\|24.80\|107743;2026-08-04\|26.24\|5.13\|25.46\|26.40\|25.16\|133276;2026-08-05\|28.86\|9.98\|26.24\|28.86\|26.17\|206074;2026-08-06\|29.32\|1.59\|28.74\|29.88\|28.30\|263598;2026-08-07\|30.17\|2.90\|29.32\|30.26\|28.79\|196491;2026-08-10\|30.04\|-0.43\|30.17\|30.34\|29.39\|115176;2026-08-11\|29.67\|-1.23\|30.02\|30.28\|29.60\|94155;2026-08-12\|30.25\|1.95\|29.93\|30.44\|29.42\|92604;2026-08-13\|29.50\|-2.48\|30.88\|31.00\|29.50\|114963;2026-08-14\|30.07\|1.93\|30.12\|30.30\|29.28\|96157;2026-08-17\|30.93\|2.86\|30.35\|30.93\|30.00\|104869;2026-08-18\|31.03\|0.32\|30.96\|31.66\|30.51\|126845;2026-08-19\|28.80\|-7.19\|29.80\|30.48\|28.61\|117080;2026-08-20\|29.40\|2.08\|29.08\|31.33\|28.80\|134471;2026-08-21\|29.89\|1.67\|29.21\|29.96\|28.90\|117101;2026-08-24\|31.51\|5.42\|30.15\|31.83\|29.41\|233503;2026-08-25\|32.63\|3.55\|30.40\|33.28\|29.65\|233683;2026-08-26\|31.18\|-4.44\|32.63\|32.63\|30.80\|183303;2026-08-27\|31.09\|-0.29\|31.10\|31.62\|30.65\|164145;2026-08-28\|30.33\|-2.44\|30.82\|31.88\|30.25\|151230;2026-08-31\|30.55\|0.73\|29.60\|30.98\|29.51\|103952;2026-09-01\|29.39\|-3.80\|30.39\|30.52\|29.39\|85928;2026-09-02\|29.08\|-1.05\|28.95\|29.35\|28.65\|58828;2026-09-03\|28.70\|-1.31\|29.37\|29.46\|28.48\|67797;2026-09-04\|27.87\|-2.89\|28.91\|29.27\|27.58\|92958;2026-09-07\|28.15\|1.00\|28.33\|28.54\|28.02\|80917;2026-09-08\|27.97\|-0.64\|28.16\|28.50\|27.66\|75255
124645	修订后的《集成电路布图设计保护条例》对外公布	子公司重整获批+工程设计+上海微电子相关+上海国资 1、据2026年7月10日公告，上海三中院于2026年7月7日裁定批准子公司华建数创重整计划并终止重整程序，重整投资人现代集团及韵筑投资合计注资约1.17亿元。 2、据2025年年报，公司是国内首家组建设计集团并上市的国有设计咨询企业，2025年位列“ENR全球工程设计公司150强”第64位，主营工程设计咨询，深耕超高层建筑、城市更新等专项化领域。 3、据2025年年报及公司资料，公司最终控制人为上海市国有资产监督管理委员会，控股股东为上海国有资本投资有限公司；上海国有资本投资有限公司旗下上海科技创业投资有限公司持有上海微电子装备（集团）股份有限公司13.275%股权。	公司旗下上海科技创业投资有限公司持有上海微电子装备（集团）股份有限公司13.275%股权	2026-04-30\|20.40\|1.90\|20.00\|20.59\|19.88\|266276;2026-05-06\|21.31\|4.46\|20.30\|21.77\|20.25\|367893;2026-05-07\|22.01\|3.28\|21.50\|22.64\|21.49\|377681;2026-05-08\|21.66\|-1.59\|22.02\|22.13\|21.64\|222745;2026-05-11\|20.97\|-3.19\|21.66\|21.75\|20.89\|274812;2026-05-12\|20.42\|-2.62\|20.97\|21.08\|20.32\|214190;2026-05-13\|20.32\|-0.49\|20.50\|20.75\|20.18\|241884;2026-05-14\|19.81\|-2.51\|20.42\|20.71\|19.80\|276178;2026-05-15\|20.10\|1.46\|19.83\|20.77\|19.68\|295680;2026-05-18\|19.71\|-1.94\|19.80\|20.12\|19.55\|216315;2026-05-19\|20.25\|2.74\|19.60\|20.25\|19.60\|181979;2026-05-20\|20.51\|1.28\|20.11\|20.88\|19.81\|308065;2026-05-21\|19.59\|-4.49\|20.31\|20.31\|19.59\|228420;2026-05-22\|19.81\|1.12\|19.75\|20.02\|19.63\|127163;2026-05-25\|19.25\|-2.83\|19.60\|19.68\|19.02\|185409;2026-05-26\|18.57\|-3.53\|19.05\|19.09\|18.02\|232197;2026-05-27\|17.79\|-4.20\|18.40\|18.56\|17.66\|201975;2026-05-28\|17.65\|-0.79\|17.61\|18.02\|17.30\|149168;2026-05-29\|17.65\|0.00\|18.09\|18.87\|17.53\|227292;2026-06-01\|17.17\|-2.72\|17.52\|17.87\|17.05\|163292;2026-06-02\|16.71\|-2.68\|17.16\|17.17\|16.37\|207037;2026-06-03\|16.03\|-4.07\|16.60\|16.90\|15.92\|252191;2026-06-04\|16.09\|0.37\|15.97\|16.85\|15.74\|219898;2026-06-05\|16.06\|-0.19\|15.99\|16.53\|15.77\|185301;2026-06-08\|15.84\|-1.37\|15.75\|16.28\|15.47\|149365;2026-06-09\|16.03\|1.20\|16.09\|16.10\|15.67\|126182;2026-06-10\|16.04\|0.06\|15.80\|16.15\|15.80\|117386;2026-06-11\|15.90\|-0.87\|16.25\|16.25\|15.77\|129275;2026-06-12\|15.91\|0.06\|15.85\|16.49\|15.68\|204938;2026-06-15\|16.47\|3.52\|15.89\|16.49\|15.81\|249896;2026-06-16\|17.29\|4.98\|16.50\|17.98\|16.50\|427418;2026-06-17\|16.92\|-2.14\|17.22\|18.13\|16.86\|333118;2026-06-18\|16.08\|-4.96\|16.90\|16.99\|16.00\|216734;2026-06-22\|16.31\|1.43\|15.90\|16.32\|15.53\|183918;2026-06-23\|16.19\|-0.74\|16.17\|16.84\|16.14\|152882;2026-06-24\|13.18\|-2.15\|13.60\|13.60\|13.00\|145382;2026-06-25\|12.54\|-4.86\|13.00\|13.28\|12.28\|294411;2026-06-26\|12.11\|-3.43\|12.43\|12.80\|12.11\|211864;2026-06-29\|11.92\|-1.57\|11.74\|12.27\|11.64\|206156;2026-06-30\|12.11\|1.59\|11.93\|12.15\|11.70\|139125;2026-07-01\|11.99\|-0.99\|12.11\|12.12\|11.61\|206563;2026-07-02\|12.14\|1.25\|11.89\|12.56\|11.88\|251881;2026-07-03\|12.36\|1.81\|12.15\|12.43\|12.01\|162506;2026-07-06\|11.82\|-4.37\|12.23\|12.34\|11.82\|161807;2026-07-07\|11.49\|-2.79\|11.76\|11.85\|11.40\|147651;2026-07-08\|11.66\|1.48\|11.46\|12.06\|11.41\|177113;2026-07-09\|11.59\|-0.60\|11.67\|11.80\|11.40\|144507;2026-07-10\|12.75\|10.01\|11.63\|12.75\|11.47\|275191;2026-07-13\|14.03\|10.04\|12.43\|14.03\|12.40\|508465;2026-07-14\|14.27\|1.71\|14.44\|14.78\|13.60\|673018;2026-07-15\|13.75\|-3.64\|13.67\|14.70\|13.50\|456350;2026-07-16\|13.57\|-1.31\|13.62\|14.07\|13.24\|314119;2026-07-17\|12.41\|-8.55\|13.55\|13.89\|12.32\|386937;2026-07-20\|12.03\|-3.06\|12.46\|12.70\|11.84\|378259;2026-07-21\|12.30\|2.24\|11.93\|12.45\|11.70\|284884;2026-07-22\|12.00\|-2.44\|12.15\|12.33\|11.88\|227261;2026-07-23\|12.30\|2.50\|11.95\|12.39\|11.92\|182361;2026-07-24\|11.80\|-4.07\|12.17\|12.26\|11.72\|154005;2026-07-27\|12.21\|3.47\|11.70\|12.34\|11.56\|187934;2026-07-28\|13.43\|9.99\|13.20\|13.43\|12.67\|272634;2026-07-29\|12.67\|-5.66\|13.00\|13.17\|12.47\|422934;2026-07-30\|13.94\|10.02\|12.48\|13.94\|12.48\|389600;2026-07-31\|14.63\|4.95\|14.00\|14.75\|13.72\|550882;2026-08-03\|14.02\|-4.17\|14.18\|14.55\|13.96\|321504;2026-08-04\|14.15\|0.93\|14.15\|14.28\|13.99\|208822;2026-08-05\|15.57\|10.04\|14.10\|15.57\|14.05\|393409;2026-08-06\|15.59\|0.13\|15.50\|16.24\|15.32\|606811;2026-08-07\|15.92\|2.12\|15.55\|15.95\|15.42\|344368;2026-08-10\|16.27\|2.20\|15.70\|16.59\|15.58\|429746;2026-08-11\|16.33\|0.37\|16.02\|17.10\|16.01\|435782;2026-08-12\|16.42\|0.55\|16.57\|17.22\|16.20\|438086;2026-08-13\|16.06\|-2.19\|16.40\|16.91\|16.05\|381084;2026-08-14\|16.31\|1.56\|16.11\|16.45\|15.97\|251601;2026-08-17\|16.23\|-0.49\|16.31\|16.50\|16.04\|207940;2026-08-18\|17.02\|4.87\|16.21\|17.58\|16.21\|457351;2026-08-19\|16.49\|-3.11\|16.75\|17.48\|16.40\|455082;2026-08-20\|16.55\|0.36\|16.70\|16.88\|16.37\|288179;2026-08-21\|16.60\|0.30\|16.55\|16.77\|15.91\|260533;2026-08-24\|15.98\|-3.73\|16.60\|16.60\|15.94\|206947;2026-08-25\|16.22\|1.50\|15.88\|16.29\|15.63\|180456;2026-08-26\|16.19\|-0.18\|16.22\|17.03\|16.18\|222206;2026-08-27\|16.23\|0.25\|16.19\|16.85\|15.54\|311986;2026-08-28\|16.37\|0.86\|16.30\|16.65\|16.07\|244082;2026-08-31\|16.33\|-0.24\|16.36\|16.62\|16.14\|189696;2026-09-01\|16.46\|0.80\|16.30\|16.88\|16.21\|227075;2026-09-02\|16.19\|-1.64\|16.37\|16.72\|16.13\|189926;2026-09-03\|16.80\|3.77\|16.30\|16.99\|16.26\|375394;2026-09-04\|18.37\|9.35\|17.10\|18.48\|16.85\|745601;2026-09-07\|17.87\|-2.72\|18.43\|18.79\|17.50\|604968;2026-09-08\|17.55\|-1.79\|17.97\|18.10\|17.44\|350904
124644	修订后的《集成电路布图设计保护条例》对外公布	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.27\|-9.76\|53.34\|55.90\|48.14\|232926;2026-07-14\|49.13\|1.78\|48.67\|50.38\|46.80\|193720;2026-07-15\|47.29\|-3.75\|49.81\|51.00\|46.88\|135219;2026-07-16\|44.58\|-5.73\|46.23\|47.50\|44.00\|116214;2026-07-17\|42.01\|-5.76\|44.67\|47.27\|41.76\|184389;2026-07-20\|37.81\|-10.00\|42.10\|42.33\|37.81\|150088;2026-07-21\|37.71\|-0.26\|37.01\|38.44\|34.03\|262928;2026-07-22\|37.30\|-1.09\|36.80\|38.36\|36.51\|191483;2026-07-23\|37.28\|-0.05\|37.01\|38.12\|36.19\|119784;2026-07-24\|37.43\|0.40\|36.46\|38.97\|36.16\|182596;2026-07-27\|39.62\|5.85\|36.51\|40.80\|36.20\|231552;2026-07-28\|36.72\|-7.32\|39.15\|40.06\|36.41\|184074;2026-07-29\|36.25\|-1.28\|36.74\|36.86\|34.50\|185691;2026-07-30\|32.70\|-9.79\|35.89\|36.20\|32.66\|153136;2026-07-31\|33.24\|1.65\|34.32\|35.90\|33.05\|167956;2026-08-03\|32.29\|-2.86\|32.91\|33.47\|31.50\|159114;2026-08-04\|34.09\|5.57\|32.32\|34.33\|31.93\|118068;2026-08-05\|37.50\|10.00\|34.10\|37.50\|33.82\|92008;2026-08-06\|41.25\|10.00\|37.69\|41.25\|37.55\|227604;2026-08-07\|45.38\|10.01\|43.99\|45.38\|43.42\|149311;2026-08-10\|44.38\|-2.20\|44.93\|46.25\|42.30\|388254;2026-08-11\|45.00\|1.40\|43.83\|45.90\|43.31\|287158;2026-08-12\|45.23\|0.51\|44.77\|46.06\|44.01\|316457;2026-08-13\|44.66\|-1.26\|45.80\|46.89\|44.50\|288730;2026-08-14\|45.15\|1.10\|44.66\|45.86\|44.10\|223416;2026-08-17\|46.78\|3.61\|45.64\|46.80\|44.58\|267260;2026-08-18\|46.62\|-0.34\|46.70\|47.98\|45.77\|234051;2026-08-19\|43.50\|-6.69\|44.83\|46.61\|43.10\|189184;2026-08-20\|42.37\|-2.60\|44.41\|44.50\|42.00\|136232;2026-08-21\|46.61\|10.01\|41.60\|46.61\|41.60\|70983;2026-08-24\|43.84\|-5.94\|45.51\|46.02\|42.93\|220331;2026-08-25\|42.82\|-2.33\|42.84\|43.28\|41.42\|145963;2026-08-26\|41.48\|-3.13\|42.83\|43.10\|40.33\|126941;2026-08-27\|42.80\|3.18\|41.67\|43.50\|41.47\|158733;2026-08-28\|47.08\|10.00\|43.58\|47.08\|43.15\|184107;2026-08-31\|46.41\|-1.42\|45.00\|46.46\|44.50\|277853;2026-09-01\|43.71\|-5.82\|46.51\|46.78\|43.45\|201084;2026-09-02\|43.52\|-0.43\|43.09\|45.60\|42.77\|234188;2026-09-03\|41.30\|-5.10\|44.39\|44.90\|40.55\|216812;2026-09-04\|38.65\|-6.42\|41.50\|42.18\|38.20\|222571;2026-09-07\|39.81\|3.00\|38.82\|40.20\|38.38\|154659;2026-09-08\|39.89\|0.20\|42.00\|42.57\|39.36\|213784
124643	修订后的《集成电路布图设计保护条例》对外公布	石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料； 2、公司控股子公司广西有色栗木矿业主要从事钽、铌、铅、锌、铜等有色金属及非金属的采矿、选矿、冶炼业务	2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375;2026-07-13\|17.01\|-10.00\|18.80\|18.93\|17.01\|472797;2026-07-14\|17.76\|4.41\|16.89\|17.84\|16.28\|543241;2026-07-15\|18.29\|2.98\|18.11\|19.38\|17.63\|642385;2026-07-16\|17.09\|-6.56\|17.81\|18.27\|16.82\|463746;2026-07-17\|15.65\|-8.43\|17.00\|17.28\|15.39\|529561;2026-07-20\|14.09\|-9.97\|15.96\|16.25\|14.09\|456539;2026-07-21\|15.50\|10.01\|14.30\|15.50\|12.70\|520696;2026-07-22\|15.46\|-0.26\|15.74\|16.58\|15.26\|754260;2026-07-23\|15.51\|0.32\|15.53\|16.29\|15.30\|496078;2026-07-24\|14.50\|-6.51\|15.04\|15.32\|14.38\|354306;2026-07-27\|15.18\|4.69\|14.50\|15.25\|14.19\|360710;2026-07-28\|14.58\|-3.95\|14.79\|15.38\|14.40\|360731;2026-07-29\|14.44\|-0.96\|14.57\|15.04\|13.68\|464906;2026-07-30\|13.00\|-9.97\|14.52\|14.66\|13.00\|532136;2026-07-31\|13.50\|3.85\|13.73\|14.29\|13.40\|647127;2026-08-03\|13.32\|-1.33\|13.71\|13.92\|13.14\|413356;2026-08-04\|14.65\|9.98\|13.50\|14.65\|13.42\|278302;2026-08-05\|16.12\|10.03\|15.13\|16.12\|14.83\|573388;2026-08-06\|16.11\|-0.06\|16.17\|16.77\|15.83\|884917;2026-08-07\|16.87\|4.72\|16.34\|16.90\|15.71\|769101;2026-08-10\|17.34\|2.79\|17.21\|17.72\|16.68\|854454;2026-08-11\|16.54\|-4.61\|17.19\|17.37\|16.50\|631079;2026-08-12\|16.89\|2.12\|16.51\|17.12\|16.20\|466240;2026-08-13\|16.28\|-3.61\|17.12\|17.48\|16.26\|430471;2026-08-14\|17.01\|4.48\|16.22\|17.28\|16.22\|526903;2026-08-17\|17.58\|3.35\|17.22\|17.59\|16.83\|426158;2026-08-18\|17.01\|-3.24\|17.61\|17.90\|16.73\|379924;2026-08-19\|15.46\|-9.11\|16.26\|16.59\|15.31\|459907;2026-08-20\|16.26\|5.17\|15.94\|16.98\|15.58\|521009;2026-08-21\|16.66\|2.46\|16.40\|16.75\|15.70\|352416;2026-08-24\|16.62\|-0.24\|16.86\|17.08\|16.04\|486084;2026-08-25\|16.37\|-1.50\|16.45\|16.70\|15.60\|380853;2026-08-26\|16.36\|-0.06\|16.39\|16.83\|16.12\|367854;2026-08-27\|17.41\|6.42\|16.23\|17.47\|16.23\|488236;2026-08-28\|17.73\|1.84\|17.28\|18.49\|17.28\|543021;2026-08-31\|17.87\|0.79\|17.30\|17.99\|16.96\|440987;2026-09-01\|17.31\|-3.13\|18.00\|18.03\|17.30\|336820;2026-09-02\|17.06\|-1.44\|17.01\|17.25\|16.61\|225592;2026-09-03\|17.41\|2.05\|17.28\|17.63\|16.81\|318937;2026-09-04\|16.00\|-8.10\|17.35\|17.37\|15.67\|614287;2026-09-07\|17.08\|6.75\|15.95\|17.28\|15.71\|592378;2026-09-08\|17.22\|0.82\|17.41\|17.94\|17.01\|396133
124642	修订后的《集成电路布图设计保护条例》对外公布	成套开关设备+应用于集成电路+订单增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年5月15日机构调研，截至2026年4月28日公司新签合同订单10.86亿元含税，已超过2025年度全年营业收入金额。 2、据2026年4月29日年报，公司成套开关设备主要客户集中在集成电路、国家电网等领域，凭借项目经验服务于多家国内知名半导体企业。 3、据2026年4月29日年报，公司投资业务通过股权直投及私募基金参与，投资项目涵盖集成电路等领域，并持有江苏容汇通用锂业股份有限公司股权。	公司生产的成套开关设备已应用在中芯国际及其下属公司	2026-04-30\|17.74\|0.85\|17.59\|17.74\|17.25\|32939;2026-05-06\|18.06\|1.80\|17.92\|18.47\|17.92\|38929;2026-05-07\|18.22\|0.89\|18.06\|18.27\|17.97\|33690;2026-05-08\|18.29\|0.38\|18.17\|18.40\|18.06\|29285;2026-05-11\|18.52\|1.26\|18.29\|18.73\|18.21\|36356;2026-05-12\|20.37\|9.99\|18.43\|20.37\|18.42\|98433;2026-05-13\|21.37\|4.91\|21.00\|22.41\|20.99\|307203;2026-05-14\|20.40\|-4.54\|20.99\|21.18\|20.40\|191614;2026-05-15\|20.12\|-1.37\|20.36\|20.77\|20.05\|93174;2026-05-18\|20.75\|3.13\|20.08\|21.12\|19.60\|117330;2026-05-19\|20.80\|0.24\|20.76\|21.19\|20.51\|81049;2026-05-20\|21.68\|4.23\|20.80\|21.78\|20.70\|109871;2026-05-21\|20.35\|-6.13\|21.37\|21.73\|20.25\|92774;2026-05-22\|20.35\|0.00\|20.34\|20.70\|20.04\|53663;2026-05-25\|21.06\|3.49\|20.35\|21.68\|20.15\|105722;2026-05-26\|22.12\|5.03\|20.81\|22.34\|20.81\|126747;2026-05-27\|22.12\|0.00\|21.91\|22.83\|21.68\|107262;2026-05-28\|22.00\|-0.54\|22.04\|22.08\|21.39\|72004;2026-05-29\|20.85\|-5.23\|21.85\|22.00\|20.60\|71862;2026-06-01\|20.44\|-1.97\|20.78\|21.68\|20.31\|64211;2026-06-02\|19.45\|-4.84\|20.49\|20.49\|19.38\|67734;2026-06-03\|18.90\|-2.83\|19.37\|19.49\|18.70\|53063;2026-06-04\|18.11\|-4.18\|18.73\|18.73\|17.87\|58866;2026-06-05\|17.85\|-1.44\|18.10\|18.55\|17.20\|46867;2026-06-08\|16.85\|-5.60\|17.50\|18.10\|16.66\|60539;2026-06-09\|17.61\|4.51\|17.09\|18.54\|16.84\|100761;2026-06-10\|16.71\|-5.11\|17.90\|17.90\|16.66\|61039;2026-06-11\|15.94\|-4.61\|16.63\|16.66\|15.86\|50704;2026-06-12\|16.00\|0.38\|16.30\|16.45\|15.84\|32778;2026-06-15\|16.37\|2.31\|16.13\|16.82\|16.11\|37473;2026-06-16\|18.01\|10.02\|16.48\|18.01\|16.32\|68818;2026-06-17\|18.33\|1.78\|18.56\|19.17\|18.16\|102567;2026-06-18\|18.43\|0.55\|18.75\|19.00\|18.18\|71494;2026-06-22\|20.27\|9.98\|18.81\|20.27\|18.81\|61036;2026-06-23\|21.48\|5.97\|20.60\|22.15\|20.60\|182414;2026-06-24\|23.09\|7.50\|21.33\|23.17\|21.16\|155447;2026-06-25\|22.89\|-0.87\|23.56\|24.72\|22.83\|168593;2026-06-26\|21.28\|-7.03\|22.88\|22.93\|21.28\|114988;2026-06-29\|20.78\|-2.35\|21.78\|22.65\|20.59\|105860;2026-06-30\|21.39\|2.94\|21.28\|21.55\|20.57\|85641;2026-07-01\|20.64\|-3.51\|21.20\|21.67\|20.37\|96602;2026-07-02\|20.15\|-2.37\|20.52\|20.64\|20.00\|57576;2026-07-03\|20.20\|0.25\|20.23\|20.91\|19.94\|61220;2026-07-06\|19.56\|-3.17\|20.32\|20.33\|19.11\|51811;2026-07-07\|18.76\|-1.68\|19.24\|19.37\|18.50\|53684;2026-07-08\|18.03\|-3.89\|18.75\|19.00\|18.00\|41479;2026-07-09\|19.83\|9.98\|18.06\|19.83\|18.06\|30735;2026-07-10\|21.81\|9.98\|21.09\|21.81\|20.75\|95315;2026-07-13\|20.33\|-6.79\|21.45\|22.39\|20.22\|176633;2026-07-14\|20.34\|0.05\|20.34\|20.73\|19.60\|105490;2026-07-15\|20.16\|-0.89\|20.80\|21.19\|19.93\|120536;2026-07-16\|20.49\|1.64\|19.53\|21.11\|19.33\|138884;2026-07-17\|18.44\|-10.00\|20.30\|20.34\|18.44\|117258;2026-07-20\|17.25\|-6.45\|18.26\|19.29\|17.05\|116133;2026-07-21\|17.44\|1.10\|17.56\|17.62\|15.83\|102709;2026-07-22\|16.93\|-2.92\|17.27\|17.56\|16.85\|73460;2026-07-23\|17.19\|1.54\|16.93\|17.27\|16.61\|61020;2026-07-24\|16.66\|-3.08\|17.15\|17.19\|16.50\|58789;2026-07-27\|17.05\|2.34\|16.43\|17.32\|16.43\|43369;2026-07-28\|16.75\|-1.76\|16.91\|17.33\|16.65\|40384;2026-07-29\|16.50\|-1.49\|16.76\|17.04\|16.25\|45595;2026-07-30\|15.57\|-5.64\|16.39\|16.58\|15.50\|59747;2026-07-31\|17.13\|10.02\|15.84\|17.13\|15.84\|68359;2026-08-03\|17.45\|1.87\|17.50\|17.68\|16.76\|106576;2026-08-04\|18.18\|4.18\|17.64\|18.26\|17.47\|55411;2026-08-05\|20.00\|10.01\|18.19\|20.00\|18.12\|59421;2026-08-06\|20.19\|0.95\|20.03\|20.39\|19.23\|101064;2026-08-07\|20.47\|1.39\|20.19\|20.67\|20.17\|66257;2026-08-10\|20.77\|1.47\|20.50\|20.79\|20.05\|57686;2026-08-11\|20.75\|-0.10\|20.55\|21.07\|20.27\|52511;2026-08-12\|21.44\|3.33\|20.70\|21.54\|20.53\|62621;2026-08-13\|21.61\|0.79\|21.60\|21.99\|21.26\|71972;2026-08-14\|22.33\|3.33\|21.49\|22.36\|21.39\|59620;2026-08-17\|24.33\|8.96\|22.60\|24.56\|22.40\|232257;2026-08-18\|26.10\|7.28\|24.39\|26.66\|24.02\|237912;2026-08-19\|26.30\|0.77\|25.74\|27.48\|25.52\|173129;2026-08-20\|23.67\|-10.00\|26.32\|26.41\|23.67\|212345;2026-08-21\|23.07\|-2.53\|23.11\|23.80\|22.56\|186065;2026-08-24\|21.32\|-7.59\|23.09\|23.14\|20.80\|154725;2026-08-25\|20.62\|-3.28\|21.53\|21.57\|19.97\|114941;2026-08-26\|20.74\|0.58\|20.53\|21.42\|20.28\|122533;2026-08-27\|21.01\|1.30\|20.55\|21.08\|20.23\|114240;2026-08-28\|20.65\|-1.71\|20.92\|21.18\|20.60\|66547;2026-08-31\|20.37\|-1.36\|20.41\|20.80\|20.25\|84863;2026-09-01\|19.85\|-2.55\|20.28\|20.38\|19.67\|77765;2026-09-02\|19.37\|-2.42\|19.62\|19.74\|19.37\|58646;2026-09-03\|19.20\|-0.88\|19.37\|19.53\|18.97\|62050;2026-09-04\|18.63\|-2.97\|19.21\|19.38\|18.49\|61101;2026-09-07\|18.83\|1.07\|18.68\|18.98\|18.50\|52674;2026-09-08\|18.50\|-1.75\|18.85\|18.86\|18.42\|49389
124641	磷化铟衬底公司AXT三天累计上涨超85%	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。	公司拟收购青岛立昂磷化铟衬底及半导体电子材料业务，切入光通信与算力光模块核心材料赛道	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;2026-07-13\|32.96\|7.01\|30.21\|33.88\|29.16\|456046;2026-07-14\|31.90\|-3.22\|32.00\|32.88\|29.66\|381997;2026-07-15\|28.71\|-10.00\|32.03\|33.20\|28.71\|280850;2026-07-16\|25.84\|-10.00\|25.84\|27.50\|25.84\|217157;2026-07-17\|23.26\|-9.98\|23.60\|24.18\|23.26\|86062;2026-07-20\|20.93\|-10.02\|21.93\|21.99\|20.93\|117364;2026-07-21\|19.99\|-4.49\|18.84\|21.77\|18.84\|330080;2026-07-22\|20.17\|0.90\|18.90\|21.50\|18.70\|295874;2026-07-23\|22.19\|10.01\|20.17\|22.19\|19.70\|255076;2026-07-24\|22.42\|1.04\|21.97\|24.38\|21.75\|309079;2026-07-27\|23.63\|5.40\|22.01\|24.00\|20.19\|264610;2026-07-28\|24.60\|4.11\|23.58\|25.36\|23.02\|313273;2026-07-29\|22.14\|-10.00\|23.50\|23.80\|22.14\|302429;2026-07-30\|21.63\|-2.30\|22.53\|24.00\|21.35\|291937;2026-07-31\|22.76\|5.22\|23.79\|23.79\|22.03\|314710;2026-08-03\|22.25\|-2.24\|23.23\|24.26\|21.10\|302361;2026-08-04\|24.48\|10.02\|22.69\|24.48\|22.18\|344876;2026-08-05\|26.93\|10.01\|24.96\|26.93\|24.96\|312100;2026-08-06\|28.65\|6.39\|27.00\|29.40\|27.00\|423976;2026-08-07\|28.33\|-1.12\|29.05\|29.29\|27.40\|380889;2026-08-10\|29.52\|4.20\|28.81\|29.75\|28.30\|329446;2026-08-11\|27.96\|-5.28\|28.05\|28.50\|27.42\|231419;2026-08-12\|28.88\|3.29\|27.82\|29.80\|27.50\|228478;2026-08-13\|28.46\|-1.45\|29.22\|29.78\|28.41\|233513;2026-08-14\|29.62\|4.08\|28.64\|31.31\|28.63\|339538;2026-08-17\|30.12\|1.69\|30.95\|31.57\|27.89\|405403;2026-08-18\|30.55\|1.43\|30.12\|30.80\|29.50\|322257;2026-08-19\|28.06\|-8.15\|28.51\|30.13\|27.73\|234812;2026-08-20\|28.41\|1.25\|28.56\|28.90\|27.30\|158413;2026-08-21\|28.29\|-0.42\|28.02\|29.62\|28.00\|158272;2026-08-24\|27.03\|-4.45\|28.14\|28.45\|26.25\|179181;2026-08-25\|26.20\|-3.07\|26.22\|26.93\|25.73\|120324;2026-08-26\|25.19\|-3.85\|26.25\|26.41\|24.42\|153742;2026-08-27\|25.95\|3.02\|25.53\|26.30\|24.93\|173561;2026-08-28\|24.89\|-4.08\|25.68\|25.95\|24.80\|140464;2026-08-31\|24.80\|-0.36\|23.74\|24.90\|23.48\|120645;2026-09-01\|24.56\|-0.97\|24.82\|24.84\|23.75\|110995;2026-09-02\|24.45\|-0.45\|24.24\|24.88\|23.93\|109705;2026-09-03\|24.20\|-1.02\|24.50\|24.74\|23.90\|89108;2026-09-04\|23.26\|-3.88\|24.59\|24.59\|23.08\|102173;2026-09-07\|20.93\|-10.02\|20.93\|20.93\|20.93\|15314;2026-09-08\|21.05\|0.57\|20.50\|21.50\|20.50\|357929
124640	两大MLCC龙头发出涨价函	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772
124639		钨全产业链+定增过会+光伏钨丝行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年6月18日公告，公司向特定对象发行股票申请已获深交所上市审核中心审核通过，募集资金拟投向“年产300亿米光伏用超细钨合金丝生产项目”等。 2、据2026年4月23日投资者关系管理信息，公司是国内钨行业具备完整产业链的企业之一，业务涵盖钨精矿采选、仲钨酸铵冶炼至硬质合金、钨丝等全系列钨产品生产，系商务部批准的“钨品国营贸易出口资格企业”之一。 3、据2026年6月23日互动易，公司澄清尚未涉及高纯度芯片级六氟化钨的具体技术研发，专注钨制品主业。	公司是国内钨行业具备完整产业链的企业之一	2026-04-30\|38.49\|10.00\|36.51\|38.49\|36.51\|879613;2026-05-06\|39.37\|2.29\|39.03\|39.65\|37.75\|943544;2026-05-07\|39.13\|-0.61\|39.50\|40.20\|38.70\|608102;2026-05-08\|37.55\|-4.04\|38.43\|38.91\|37.35\|478295;2026-05-11\|37.72\|0.45\|37.60\|37.76\|36.84\|406271;2026-05-12\|36.28\|-3.82\|38.00\|38.04\|35.84\|357719;2026-05-13\|39.91\|10.01\|36.02\|39.91\|36.01\|392946;2026-05-14\|38.14\|-4.43\|40.45\|41.38\|38.05\|583157;2026-05-15\|36.43\|-4.48\|38.26\|38.42\|36.03\|339982;2026-05-18\|35.69\|-2.03\|36.00\|37.06\|35.50\|305900;2026-05-19\|33.30\|-6.70\|36.00\|36.16\|32.57\|421550;2026-05-20\|32.83\|-1.41\|32.70\|33.47\|31.63\|339649;2026-05-21\|32.00\|-2.53\|33.14\|34.47\|31.84\|420144;2026-05-22\|33.66\|5.19\|32.33\|34.08\|32.32\|388563;2026-05-25\|32.85\|-2.41\|33.88\|34.21\|32.51\|327952;2026-05-26\|33.59\|2.25\|32.28\|33.95\|31.41\|392806;2026-05-27\|32.05\|-4.58\|33.50\|33.99\|31.71\|312546;2026-05-28\|32.76\|2.22\|31.70\|33.10\|31.41\|285555;2026-05-29\|32.36\|-1.22\|33.09\|33.78\|31.20\|378974;2026-06-01\|32.10\|-0.80\|32.00\|33.86\|31.88\|282355;2026-06-02\|32.41\|0.97\|31.80\|32.68\|30.50\|344983;2026-06-03\|33.99\|4.88\|32.05\|34.93\|31.72\|542674;2026-06-04\|34.55\|1.65\|33.62\|34.77\|32.70\|419498;2026-06-05\|32.94\|-4.66\|34.02\|35.08\|32.81\|365733;2026-06-08\|33.08\|0.42\|31.54\|35.08\|31.09\|367497;2026-06-09\|34.26\|3.57\|33.29\|34.35\|31.92\|373005;2026-06-10\|35.76\|4.38\|33.34\|36.29\|33.05\|573820;2026-06-11\|39.34\|10.01\|36.68\|39.34\|36.15\|418450;2026-06-12\|39.69\|0.89\|41.59\|43.27\|38.01\|1185094;2026-06-15\|43.42\|9.40\|41.67\|43.65\|39.92\|998649;2026-06-16\|46.35\|7.09\|41.50\|47.38\|41.50\|843684;2026-06-17\|43.38\|-6.41\|45.00\|45.49\|42.70\|724011;2026-06-18\|47.72\|10.00\|41.80\|47.72\|40.88\|876460;2026-06-22\|52.49\|10.00\|48.69\|52.49\|48.69\|763367;2026-06-23\|48.38\|-7.83\|51.91\|52.32\|47.24\|708832;2026-06-24\|46.74\|-3.39\|47.22\|48.80\|45.00\|538778;2026-06-25\|51.41\|9.99\|46.70\|51.41\|45.85\|530625;2026-06-26\|52.16\|1.46\|52.23\|54.44\|50.94\|728418;2026-06-29\|49.44\|-5.21\|52.00\|52.96\|46.94\|552368;2026-06-30\|48.20\|-2.51\|48.50\|50.07\|47.10\|438128;2026-07-01\|45.61\|-5.37\|48.72\|49.69\|45.18\|567585;2026-07-02\|50.17\|10.00\|44.20\|50.17\|43.60\|581671;2026-07-03\|45.15\|-10.01\|50.06\|50.06\|45.15\|660982;2026-07-06\|40.64\|-9.99\|44.99\|45.30\|40.64\|460786;2026-07-07\|37.69\|-7.26\|39.35\|40.60\|37.52\|375568;2026-07-08\|36.08\|-4.27\|37.70\|38.68\|35.76\|267148;2026-07-09\|36.30\|0.61\|36.40\|37.22\|34.34\|316244;2026-07-10\|35.35\|-2.62\|36.06\|37.33\|35.29\|323419;2026-07-13\|37.17\|5.15\|37.50\|38.77\|36.73\|677420;2026-07-14\|38.23\|2.85\|36.92\|38.88\|36.13\|637352;2026-07-15\|35.96\|-5.94\|38.23\|38.56\|35.65\|440060;2026-07-16\|34.43\|-4.25\|34.81\|36.02\|34.02\|304878;2026-07-17\|32.04\|-6.94\|34.35\|34.65\|31.49\|317404;2026-07-20\|28.84\|-9.99\|32.69\|32.99\|28.84\|343052;2026-07-21\|31.13\|7.94\|29.35\|31.18\|26.40\|426879;2026-07-22\|31.14\|0.03\|30.88\|32.38\|30.60\|332543;2026-07-23\|31.61\|1.51\|31.39\|32.00\|30.68\|266688;2026-07-24\|30.51\|-3.48\|30.88\|31.79\|30.24\|200644;2026-07-27\|31.65\|3.74\|30.99\|31.65\|29.85\|215513;2026-07-28\|30.46\|-3.76\|31.26\|32.00\|30.15\|218730;2026-07-29\|30.29\|-0.56\|30.46\|30.80\|29.10\|229763;2026-07-30\|28.78\|-4.99\|30.27\|31.42\|28.36\|290489;2026-07-31\|29.56\|2.71\|29.72\|31.06\|29.52\|312912;2026-08-03\|29.60\|0.14\|29.64\|30.19\|29.03\|202586;2026-08-04\|31.42\|6.15\|29.80\|31.48\|29.69\|347342;2026-08-05\|34.56\|9.99\|31.63\|34.56\|31.12\|406582;2026-08-06\|36.98\|7.00\|36.00\|37.88\|35.27\|735436;2026-08-07\|38.38\|3.79\|36.00\|40.00\|35.75\|696479;2026-08-10\|42.22\|10.01\|38.80\|42.22\|37.55\|648235;2026-08-11\|40.24\|-4.69\|42.01\|42.79\|39.90\|687378;2026-08-12\|41.75\|3.75\|40.26\|42.44\|39.39\|573497;2026-08-13\|39.80\|-4.67\|41.75\|42.50\|39.80\|532775;2026-08-14\|39.72\|-0.20\|39.80\|40.60\|38.79\|409485;2026-08-17\|40.43\|1.79\|39.77\|40.46\|39.47\|337102;2026-08-18\|40.82\|0.96\|40.95\|42.37\|40.12\|439785;2026-08-19\|37.88\|-7.20\|39.40\|40.47\|37.70\|374752;2026-08-20\|37.38\|-1.32\|39.13\|39.36\|36.93\|314057;2026-08-21\|39.47\|5.59\|37.71\|39.70\|37.41\|382365;2026-08-24\|38.92\|-1.39\|40.20\|40.47\|38.03\|316355;2026-08-25\|37.41\|-3.88\|38.15\|38.63\|36.40\|284705;2026-08-26\|37.09\|-0.86\|37.42\|38.35\|37.00\|282585;2026-08-27\|39.07\|5.34\|36.91\|39.20\|36.81\|383615;2026-08-28\|40.13\|2.71\|39.11\|40.80\|38.50\|490529;2026-08-31\|38.91\|-3.04\|38.18\|38.93\|37.00\|409319;2026-09-01\|36.45\|-6.32\|38.91\|38.92\|36.42\|361644;2026-09-02\|34.45\|-5.49\|35.04\|35.14\|34.08\|271602;2026-09-03\|35.40\|2.76\|35.08\|35.62\|34.60\|220190;2026-09-04\|34.14\|-3.56\|35.60\|35.87\|33.62\|233660;2026-09-07\|34.64\|1.46\|34.20\|34.77\|33.85\|166011;2026-09-08\|34.35\|-0.84\|34.66\|34.99\|34.12\|163051
124638	现货黄金日内涨2%，现货白银日内涨幅达3%	AI应用+数字货币+黄金珠宝+海淀国资行业原因： 1、隔夜美股AI应用龙头Palantir公布超预期业绩，绩后大涨超29%。 2、国产大模型取得重要进展，OpenAI迫于中国模型价格压力开始大幅降价，入门版本luna降价80%。本轮大模型Token单价持续下行，有望压降各类AI应用、智能Agent的云端推理端成本。公司原因： 1、据2026年6月23日互动易，公司子公司开科唯识已将大模型、生成式AI技术深度适配并落地于财富管理、智能数字化客服等核心软件产品，并持续深化与海淀区本土AI企业深思考人工智能、百川智能等的合作。 2、据2026年6月23日互动易，开科唯识数字人民币产品利用区块链技术设计分布式账本，独立支持运营钱包核心处理体系，随着新一代数字人民币体系于2026年1月1日启动，公司将加大该业务投入。 3、据2025年年度报告，公司主营黄金珠宝零售业务，2025年通过成立北京越王完成珠宝板块整合，并携手圆明园推出IP联名系列产品，提升产品附加值。 4、据2026年5月13日业绩说明会，公司实际控制人为北京市海淀区国资委，将依托海淀区科技资源优势推进二次并购，致力于打造海淀区经济数字化与智能化转型平台。	公司主营业务为贵金属工艺品及黄金珠宝首饰的研发设计及销售	2026-04-30\|3.07\|4.42\|2.99\|3.20\|2.99\|911776;2026-05-06\|3.08\|0.33\|3.06\|3.13\|3.01\|649056;2026-05-07\|3.11\|0.97\|3.08\|3.14\|3.06\|455672;2026-05-08\|3.10\|-0.32\|3.10\|3.13\|3.06\|388934;2026-05-11\|3.06\|-1.29\|3.09\|3.11\|3.03\|398279;2026-05-12\|3.02\|-1.31\|3.06\|3.09\|2.99\|424476;2026-05-13\|3.01\|-0.33\|3.01\|3.05\|2.99\|383944;2026-05-14\|2.89\|-3.99\|3.02\|3.02\|2.89\|475956;2026-05-15\|2.91\|0.69\|2.88\|2.94\|2.84\|427757;2026-05-18\|3.01\|3.44\|2.88\|3.05\|2.84\|716892;2026-05-19\|2.95\|-1.99\|2.99\|3.00\|2.89\|436862;2026-05-20\|2.89\|-2.03\|2.93\|2.93\|2.87\|343337;2026-05-21\|2.81\|-2.77\|2.90\|2.96\|2.80\|512086;2026-05-22\|2.87\|2.14\|2.82\|2.88\|2.78\|322218;2026-05-25\|2.86\|-0.35\|2.87\|2.89\|2.85\|249450;2026-05-26\|2.84\|-0.70\|2.84\|2.91\|2.81\|367319;2026-05-27\|2.74\|-3.52\|2.83\|2.84\|2.73\|446206;2026-05-28\|2.70\|-1.46\|2.75\|2.76\|2.65\|371999;2026-05-29\|2.64\|-2.22\|2.70\|2.72\|2.62\|370439;2026-06-01\|2.75\|4.17\|2.63\|2.76\|2.63\|398797;2026-06-02\|2.69\|-2.18\|2.74\|2.74\|2.65\|289755;2026-06-03\|2.64\|-1.86\|2.68\|2.69\|2.62\|277106;2026-06-04\|2.57\|-2.65\|2.62\|2.65\|2.55\|273681;2026-06-05\|2.58\|0.39\|2.58\|2.62\|2.57\|216401;2026-06-08\|2.50\|-3.10\|2.50\|2.58\|2.46\|264831;2026-06-09\|2.50\|0.00\|2.53\|2.53\|2.46\|260317;2026-06-10\|2.41\|-3.60\|2.47\|2.49\|2.40\|417718;2026-06-11\|2.36\|-2.07\|2.39\|2.41\|2.33\|482607;2026-06-12\|2.42\|2.54\|2.41\|2.46\|2.38\|407316;2026-06-15\|2.48\|2.48\|2.47\|2.61\|2.45\|594443;2026-06-16\|2.43\|-2.02\|2.47\|2.48\|2.41\|335689;2026-06-17\|2.36\|-2.88\|2.41\|2.43\|2.35\|307438;2026-06-18\|2.33\|-1.27\|2.35\|2.37\|2.30\|302978;2026-06-22\|2.33\|0.00\|2.31\|2.34\|2.22\|502241;2026-06-23\|2.36\|1.29\|2.32\|2.43\|2.31\|540991;2026-06-24\|2.29\|-2.97\|2.35\|2.37\|2.26\|395035;2026-06-25\|2.23\|-2.62\|2.28\|2.29\|2.20\|464611;2026-06-26\|2.20\|-1.35\|2.23\|2.24\|2.17\|420308;2026-06-29\|2.20\|0.00\|2.19\|2.22\|2.14\|435382;2026-06-30\|2.22\|0.91\|2.19\|2.24\|2.17\|409042;2026-07-01\|2.28\|2.70\|2.22\|2.31\|2.21\|519855;2026-07-02\|2.28\|0.00\|2.28\|2.34\|2.26\|439906;2026-07-03\|2.33\|2.19\|2.29\|2.35\|2.28\|430133;2026-07-06\|2.25\|-3.43\|2.33\|2.36\|2.25\|384113;2026-07-07\|2.20\|-2.22\|2.24\|2.27\|2.19\|276447;2026-07-08\|2.21\|0.45\|2.21\|2.22\|2.16\|327710;2026-07-09\|2.22\|0.45\|2.19\|2.24\|2.15\|424112;2026-07-10\|2.27\|2.25\|2.22\|2.31\|2.17\|532810;2026-07-13\|2.18\|-3.96\|2.25\|2.27\|2.16\|509557;2026-07-14\|2.25\|3.21\|2.17\|2.25\|2.15\|492541;2026-07-15\|2.28\|1.33\|2.23\|2.31\|2.23\|412887;2026-07-16\|2.31\|1.32\|2.26\|2.34\|2.25\|454341;2026-07-17\|2.21\|-4.33\|2.31\|2.35\|2.19\|587477;2026-07-20\|2.25\|1.81\|2.23\|2.28\|2.20\|479480;2026-07-21\|2.27\|0.89\|2.26\|2.28\|2.20\|430398;2026-07-22\|2.25\|-0.88\|2.25\|2.29\|2.23\|349702;2026-07-23\|2.31\|2.67\|2.24\|2.32\|2.23\|385208;2026-07-24\|2.22\|-3.90\|2.29\|2.30\|2.22\|336883;2026-07-27\|2.28\|2.70\|2.23\|2.29\|2.22\|295639;2026-07-28\|2.33\|2.19\|2.27\|2.35\|2.26\|430511;2026-07-29\|2.36\|1.29\|2.33\|2.39\|2.32\|441515;2026-07-30\|2.38\|0.85\|2.35\|2.42\|2.34\|439021;2026-07-31\|2.43\|2.10\|2.39\|2.44\|2.36\|394395;2026-08-03\|2.46\|1.23\|2.43\|2.46\|2.41\|392215;2026-08-04\|2.43\|-1.22\|2.45\|2.47\|2.42\|411404;2026-08-05\|2.67\|9.88\|2.42\|2.67\|2.40\|505128;2026-08-06\|2.94\|10.11\|2.94\|2.94\|2.94\|265598;2026-08-07\|3.08\|4.76\|3.23\|3.23\|2.94\|4916412;2026-08-10\|2.77\|-10.06\|2.93\|2.99\|2.77\|3785256;2026-08-11\|3.05\|10.11\|2.83\|3.05\|2.83\|2436975;2026-08-12\|3.01\|-1.31\|2.98\|3.07\|2.94\|3177668;2026-08-13\|2.83\|-5.98\|3.01\|3.05\|2.81\|2745166;2026-08-14\|2.68\|-5.30\|2.81\|2.84\|2.64\|1774321;2026-08-17\|2.69\|0.37\|2.71\|2.74\|2.64\|1053784;2026-08-18\|2.62\|-2.60\|2.67\|2.70\|2.57\|1225499;2026-08-19\|2.52\|-3.82\|2.57\|2.59\|2.50\|853121;2026-08-20\|2.59\|2.78\|2.64\|2.69\|2.56\|1229063;2026-08-21\|2.73\|5.41\|2.63\|2.82\|2.61\|2049455;2026-08-24\|2.85\|4.40\|2.64\|2.97\|2.64\|2257348;2026-08-25\|2.80\|-1.75\|2.82\|2.88\|2.74\|1572442;2026-08-26\|3.08\|10.00\|2.77\|3.08\|2.75\|1821196;2026-08-27\|2.99\|-2.92\|2.96\|3.11\|2.92\|2600482;2026-08-28\|3.06\|2.34\|2.98\|3.11\|2.91\|2335383;2026-08-31\|2.89\|-5.56\|2.90\|2.92\|2.81\|1649889;2026-09-01\|3.18\|10.03\|2.91\|3.18\|2.88\|2238860;2026-09-02\|3.06\|-3.77\|3.08\|3.11\|2.98\|2242135;2026-09-03\|3.01\|-1.63\|3.16\|3.18\|3.00\|1594675;2026-09-04\|3.15\|4.65\|3.07\|3.31\|3.05\|3869479;2026-09-07\|2.98\|-5.40\|3.00\|3.07\|2.95\|2699506;2026-09-08\|3.03\|1.68\|2.99\|3.15\|2.93\|1783770
124637	修订后的《集成电路布图设计保护条例》对外公布	半导体靶材+存储芯片+央企行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月17日公告，公司向特定对象发行股票申请已获上海证券交易所审核通过，募集说明书等文件已更新披露。 2、据2026年5月27日互动易，公司控股子公司有研亿金是长江存储、长鑫存储的靶材供应商。 3、据2025年年报，AI算力需求爆发式增长带动公司靶材销售收入同比增长超过50%，全年107款新产品通过验证实现批量销售，重点推进12英寸高端靶材在先进制程领域的应用渗透。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，具备央企背景。	控股子公司为长江存储、长鑫存储靶材供应商，子公司有研亿金量产12英寸晶圆制造高纯靶材，为国内大硅片下游晶圆厂提供配套耗材	2026-04-30\|27.37\|2.01\|26.65\|27.58\|26.65\|881294;2026-05-06\|28.08\|2.59\|28.36\|29.29\|28.03\|1181783;2026-05-07\|29.33\|4.45\|28.29\|29.84\|28.10\|910621;2026-05-08\|30.40\|3.65\|28.60\|31.59\|28.51\|1017690;2026-05-11\|32.87\|8.12\|31.30\|33.44\|31.13\|1302337;2026-05-12\|31.92\|-2.89\|32.87\|32.87\|30.49\|961029;2026-05-13\|31.12\|-2.51\|30.99\|31.92\|30.65\|985116;2026-05-14\|32.29\|3.76\|31.21\|33.42\|30.68\|1292043;2026-05-15\|30.58\|-5.30\|31.98\|32.90\|30.20\|1056797;2026-05-18\|30.62\|0.13\|30.48\|31.81\|30.20\|778212;2026-05-19\|30.61\|-0.03\|30.38\|30.66\|29.53\|669777;2026-05-20\|30.78\|0.56\|30.32\|31.28\|30.18\|674843;2026-05-21\|28.92\|-6.04\|31.48\|31.99\|28.75\|855281;2026-05-22\|29.76\|2.90\|29.00\|30.10\|29.00\|679149;2026-05-25\|30.38\|2.08\|30.21\|30.40\|29.03\|684777;2026-05-26\|29.10\|-4.21\|29.99\|30.00\|28.60\|557714;2026-05-27\|28.13\|-3.33\|29.33\|29.60\|28.01\|548774;2026-05-28\|30.94\|9.99\|28.87\|30.94\|28.50\|1144002;2026-05-29\|28.50\|-7.89\|31.00\|31.60\|28.26\|1016575;2026-06-01\|27.27\|-4.32\|28.50\|28.77\|27.23\|590366;2026-06-02\|27.87\|2.20\|27.59\|28.32\|26.76\|471853;2026-06-03\|29.16\|4.63\|27.80\|30.39\|27.80\|784190;2026-06-04\|29.45\|0.99\|28.58\|29.67\|28.57\|537677;2026-06-05\|29.22\|-0.78\|28.80\|30.36\|28.51\|652190;2026-06-08\|27.75\|-5.03\|27.76\|29.19\|27.49\|541519;2026-06-09\|29.31\|6.00\|28.06\|29.34\|27.24\|582793;2026-06-10\|32.24\|10.00\|28.70\|32.24\|28.70\|1148937;2026-06-11\|34.24\|6.20\|32.43\|35.10\|32.08\|1782000;2026-06-12\|32.99\|-3.65\|35.70\|36.07\|32.45\|1759959;2026-06-15\|35.55\|7.76\|33.18\|35.55\|32.12\|1398256;2026-06-16\|39.11\|10.01\|35.26\|39.11\|35.01\|855289;2026-06-17\|39.79\|1.74\|38.81\|40.78\|38.40\|1675236;2026-06-18\|42.51\|6.84\|38.79\|43.51\|38.79\|1335872;2026-06-22\|46.76\|10.00\|45.22\|46.76\|44.96\|774099;2026-06-23\|48.35\|3.40\|49.01\|50.67\|46.46\|1607867;2026-06-24\|51.76\|7.05\|47.00\|52.22\|45.05\|1537734;2026-06-25\|56.16\|8.50\|51.26\|56.90\|49.80\|1369640;2026-06-26\|60.76\|8.19\|56.15\|61.63\|54.80\|1443577;2026-06-29\|66.27\|9.07\|58.98\|66.29\|57.60\|1557780;2026-06-30\|66.60\|0.50\|64.52\|69.40\|59.66\|1448754;2026-07-01\|59.94\|-10.00\|64.00\|69.00\|59.94\|1433477;2026-07-02\|57.81\|-3.55\|53.95\|62.77\|53.95\|1427400;2026-07-03\|54.30\|-6.07\|57.00\|58.33\|53.47\|1295548;2026-07-06\|50.89\|-6.28\|55.33\|55.99\|50.53\|1097054;2026-07-07\|55.98\|10.00\|51.59\|55.98\|50.46\|833797;2026-07-08\|53.98\|-3.57\|57.80\|59.95\|53.20\|1391207;2026-07-09\|59.38\|10.00\|55.25\|59.38\|53.80\|1318474;2026-07-10\|60.00\|1.04\|62.00\|64.13\|59.67\|1611161;2026-07-13\|54.00\|-10.00\|58.20\|62.25\|54.00\|1183381;2026-07-14\|52.63\|-2.54\|53.04\|54.84\|49.49\|1250909;2026-07-15\|47.65\|-9.46\|54.00\|54.00\|47.37\|940428;2026-07-16\|43.79\|-8.10\|45.95\|47.55\|43.18\|879325;2026-07-17\|39.85\|-9.00\|43.79\|44.78\|39.49\|821285;2026-07-20\|35.87\|-9.99\|42.30\|42.30\|35.87\|857960;2026-07-21\|39.46\|10.01\|35.87\|39.46\|32.28\|1181500;2026-07-22\|40.64\|2.99\|39.45\|42.48\|39.00\|1195453;2026-07-23\|41.57\|2.29\|41.12\|42.50\|40.00\|892251;2026-07-24\|44.00\|5.85\|41.00\|45.05\|40.61\|1364993;2026-07-27\|47.05\|6.93\|43.30\|47.70\|41.08\|1497110;2026-07-28\|43.50\|-7.55\|45.05\|46.90\|42.56\|1251692;2026-07-29\|39.86\|-8.37\|43.09\|43.28\|39.15\|1136857;2026-07-30\|35.87\|-10.01\|39.00\|39.53\|35.87\|946634;2026-07-31\|35.39\|-1.34\|38.64\|38.75\|35.33\|1087126;2026-08-03\|33.15\|-6.33\|34.50\|35.77\|33.00\|837131;2026-08-04\|36.19\|9.17\|33.67\|36.36\|32.93\|967576;2026-08-05\|39.81\|10.00\|36.50\|39.81\|36.50\|881698;2026-08-06\|43.79\|10.00\|40.80\|43.79\|40.50\|1030100;2026-08-07\|48.17\|10.00\|46.00\|48.17\|44.80\|917105;2026-08-10\|52.03\|8.01\|50.00\|52.99\|50.00\|1582009;2026-08-11\|52.65\|1.19\|50.64\|54.12\|50.03\|1447330;2026-08-12\|52.95\|0.57\|52.65\|54.69\|52.10\|1091464;2026-08-13\|50.21\|-5.17\|54.00\|54.18\|50.19\|1097388;2026-08-14\|50.78\|1.14\|51.44\|52.20\|49.42\|869943;2026-08-17\|55.86\|10.00\|50.77\|55.86\|50.22\|688294;2026-08-18\|57.72\|3.33\|59.77\|60.90\|56.00\|1694063;2026-08-19\|58.87\|1.99\|56.11\|60.06\|54.15\|1829551;2026-08-20\|56.70\|-3.69\|57.82\|58.61\|52.98\|1375199;2026-08-21\|54.24\|-4.27\|54.10\|56.18\|53.44\|1021208;2026-08-24\|52.52\|-3.17\|54.05\|54.87\|50.50\|940652;2026-08-25\|51.15\|-2.61\|51.21\|53.95\|50.20\|800611;2026-08-26\|50.33\|-1.60\|51.87\|52.12\|49.31\|695653;2026-08-27\|53.65\|6.60\|51.00\|54.30\|50.62\|1148456;2026-08-28\|51.65\|-3.73\|53.00\|55.55\|51.56\|982284;2026-08-31\|51.72\|0.14\|49.65\|52.44\|49.65\|675663;2026-09-01\|48.87\|-5.51\|51.80\|51.80\|48.63\|662472;2026-09-02\|48.26\|-1.25\|47.65\|49.12\|47.17\|487347;2026-09-03\|47.25\|-2.09\|49.00\|49.13\|46.68\|547304;2026-09-04\|45.22\|-4.30\|48.01\|48.28\|44.92\|578349;2026-09-07\|46.65\|3.16\|45.82\|46.99\|45.30\|573636;2026-09-08\|46.85\|0.43\|46.67\|48.93\|46.26\|818025
124636		证券+算力租赁+扣非扭亏行业原因： 1、隔夜美股费城半导体指数大涨6.5%，收获四连涨，全球科技股市场情绪显著回暖。 2、谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。公司原因： 1、据2026年4月29日年报，公司主要经营业务为证券公司业务，持有中山证券67.78%股权，持有东莞证券20%股份，依托两家券商开展经纪、投资咨询、承销与保荐、证券自营、资产管理等业务。 2、据2024年4月23日公告，公司拟与广州赛富建鑫、北京九章云极在广东地区合作投建智算中心及运营业务，项目处于筹划阶段。 3、据2026年7月14日公告，公司2026年上半年扣除非经常性损益后的净利润实现扭亏为盈，主要因控股子公司中山证券及参股公司东莞证券净利润同比大幅增长，公司利息支出同比大幅减少。	公司主要经营业务为证券公司业务，持有中山证券67.78%股权	2026-04-30\|10.42\|2.26\|10.15\|10.50\|10.15\|194292;2026-05-06\|10.51\|0.86\|10.42\|10.57\|10.35\|200333;2026-05-07\|10.41\|-0.95\|10.58\|10.62\|10.37\|152642;2026-05-08\|10.37\|-0.38\|10.36\|10.44\|10.31\|124900;2026-05-11\|11.41\|10.03\|10.42\|11.41\|10.38\|700870;2026-05-12\|11.52\|0.96\|11.34\|12.26\|11.29\|956198;2026-05-13\|11.36\|-1.39\|11.47\|11.57\|11.28\|537132;2026-05-14\|10.99\|-3.26\|11.32\|11.62\|10.98\|430367;2026-05-15\|10.98\|-0.09\|10.99\|11.33\|10.89\|453037;2026-05-18\|10.84\|-1.27\|10.83\|10.95\|10.68\|316981;2026-05-19\|10.86\|0.18\|10.76\|11.05\|10.62\|332612;2026-05-20\|10.98\|1.10\|10.77\|11.16\|10.70\|386673;2026-05-21\|10.39\|-5.37\|10.96\|11.25\|10.33\|608798;2026-05-22\|10.00\|-3.75\|10.48\|10.54\|9.99\|384603;2026-05-25\|10.42\|4.20\|10.07\|10.88\|10.05\|387063;2026-05-26\|11.26\|8.06\|10.33\|11.46\|10.32\|849487;2026-05-27\|11.02\|-2.13\|11.11\|11.36\|10.95\|574214;2026-05-28\|10.97\|-0.45\|11.02\|11.12\|10.77\|348140;2026-05-29\|11.24\|2.46\|10.96\|11.70\|10.95\|593167;2026-06-01\|11.05\|-1.69\|11.07\|11.19\|10.97\|358091;2026-06-02\|10.99\|-0.54\|11.12\|11.29\|10.80\|412745;2026-06-03\|9.89\|-10.01\|10.08\|10.56\|9.89\|461438;2026-06-04\|9.39\|-5.06\|9.50\|9.70\|9.22\|484149;2026-06-05\|8.98\|-4.37\|9.44\|9.45\|8.98\|391535;2026-06-08\|8.44\|-6.01\|8.76\|8.96\|8.36\|359364;2026-06-09\|8.57\|1.54\|8.47\|8.67\|8.15\|324701;2026-06-10\|8.51\|-0.70\|8.49\|8.60\|8.34\|205653;2026-06-11\|8.49\|-0.23\|8.46\|8.95\|8.42\|344413;2026-06-12\|8.73\|2.83\|8.58\|8.80\|8.41\|326009;2026-06-15\|8.96\|2.63\|8.72\|9.22\|8.69\|357151;2026-06-16\|9.55\|6.58\|8.88\|9.86\|8.80\|630689;2026-06-17\|9.35\|-2.09\|9.51\|9.88\|9.27\|417079;2026-06-18\|9.07\|-2.99\|9.32\|9.45\|9.00\|257914;2026-06-22\|9.60\|5.84\|9.01\|9.63\|8.86\|425420;2026-06-23\|9.66\|0.62\|9.50\|9.99\|9.42\|418972;2026-06-24\|9.14\|-5.38\|9.56\|9.65\|9.12\|302140;2026-06-25\|9.26\|1.31\|9.11\|9.40\|9.00\|339028;2026-06-26\|8.71\|-5.94\|9.11\|9.23\|8.71\|255752;2026-06-29\|8.60\|-1.26\|8.67\|8.77\|8.49\|186213;2026-06-30\|8.86\|3.02\|8.60\|9.11\|8.44\|228952;2026-07-01\|9.21\|3.95\|8.85\|9.32\|8.76\|312499;2026-07-02\|9.04\|-1.85\|9.19\|9.39\|9.01\|236077;2026-07-03\|9.05\|0.11\|9.10\|9.15\|8.93\|174970;2026-07-06\|8.94\|-1.22\|9.13\|9.14\|8.90\|150493;2026-07-07\|8.60\|-3.80\|8.93\|8.93\|8.58\|145113;2026-07-08\|8.45\|-1.74\|8.58\|8.72\|8.40\|153740;2026-07-09\|8.49\|0.47\|8.42\|8.55\|8.23\|150301;2026-07-10\|8.56\|0.82\|8.44\|8.70\|8.27\|176489;2026-07-13\|8.28\|-3.27\|8.49\|8.59\|8.20\|175626;2026-07-14\|8.27\|-0.12\|8.19\|8.30\|8.08\|135577;2026-07-15\|8.37\|1.21\|8.22\|8.42\|8.22\|143739;2026-07-16\|8.44\|0.84\|8.31\|8.48\|8.19\|150720;2026-07-17\|8.27\|-2.01\|8.39\|8.53\|8.27\|196777;2026-07-20\|8.38\|1.33\|8.28\|8.49\|8.23\|175814;2026-07-21\|8.53\|1.79\|8.35\|8.68\|8.31\|207681;2026-07-22\|8.36\|-1.99\|8.48\|8.51\|8.27\|161601;2026-07-23\|8.81\|5.38\|8.30\|8.97\|8.28\|352620;2026-07-24\|8.38\|-4.88\|8.68\|8.79\|8.38\|219571;2026-07-27\|8.51\|1.55\|8.31\|8.53\|8.29\|134965;2026-07-28\|8.33\|-2.12\|8.46\|8.49\|8.24\|201517;2026-07-29\|8.48\|1.80\|8.30\|8.57\|8.27\|249615;2026-07-30\|8.59\|1.30\|8.38\|8.66\|8.37\|256936;2026-07-31\|8.90\|3.61\|8.61\|9.19\|8.57\|360883;2026-08-03\|8.90\|0.00\|8.83\|8.93\|8.73\|189735;2026-08-04\|8.92\|0.22\|8.96\|9.04\|8.91\|171851;2026-08-05\|9.81\|9.98\|8.95\|9.81\|8.94\|482491;2026-08-06\|9.51\|-3.06\|9.63\|9.75\|9.43\|579302;2026-08-07\|9.40\|-1.16\|9.46\|9.51\|9.26\|327322;2026-08-10\|9.38\|-0.21\|9.41\|9.44\|9.27\|280766;2026-08-11\|9.23\|-1.60\|9.50\|9.53\|9.21\|338890;2026-08-12\|9.67\|4.77\|9.19\|9.89\|9.17\|662142;2026-08-13\|9.54\|-1.34\|9.69\|9.78\|9.52\|465788;2026-08-14\|9.33\|-2.20\|9.53\|9.60\|9.28\|265518;2026-08-17\|9.11\|-2.36\|9.26\|9.27\|8.96\|317524;2026-08-18\|8.85\|-2.85\|9.03\|9.04\|8.75\|326612;2026-08-19\|8.46\|-4.41\|8.76\|8.84\|8.46\|259886;2026-08-20\|8.55\|1.06\|8.50\|8.68\|8.50\|174839;2026-08-21\|8.58\|0.35\|8.55\|8.61\|8.40\|134902;2026-08-24\|9.06\|5.59\|8.90\|9.44\|8.77\|643882;2026-08-25\|8.86\|-2.21\|8.89\|9.20\|8.74\|387749;2026-08-26\|9.75\|10.05\|8.83\|9.75\|8.81\|532110;2026-08-27\|10.73\|10.05\|10.73\|10.73\|10.73\|147304;2026-08-28\|11.80\|9.97\|11.80\|11.80\|11.80\|151564;2026-08-31\|12.98\|10.00\|12.86\|12.98\|11.84\|2457474;2026-09-01\|13.50\|4.01\|12.08\|13.84\|11.68\|2280004;2026-09-02\|13.16\|-2.52\|13.31\|13.39\|12.51\|1571664;2026-09-03\|12.63\|-4.03\|13.09\|13.83\|12.52\|1822935;2026-09-04\|12.35\|-2.22\|12.50\|13.25\|11.80\|1769956;2026-09-07\|12.35\|0.00\|12.10\|12.62\|12.03\|1236389;2026-09-08\|11.85\|-4.05\|12.34\|12.38\|11.77\|1190300
124635	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+AI营销+红人经济+出海布局行业原因： 1、隔夜美股AI应用龙头Palantir公布超预期业绩，绩后大涨超29%。 2、国产大模型取得重要进展，OpenAI迫于中国模型价格压力开始大幅降价，入门版本luna降价80%。本轮大模型Token单价持续下行，有望压降各类AI应用、智能Agent的云端推理端成本。公司原因： 1、据2026年4月10日年报，公司积极研发创新的AIGC产品“灵感岛”，2025年3月构建了完整的AI智能体系统并推出六大AI Agent智能体，深度赋能内容创作全流程；同时基于WEIQ平台推出“BOSS红人智投”产品，落地营销领域AI Agent体系。 2、据2026年4月10日年报，公司是国内第一批进入红人经济行业的企业之一，自主研发的WEIQ红人营销平台是主营业务基础，累计注册商家客户数达225,682个，平台注册红人账户数累计达379.7万。 3、据2026年4月10日年报，公司加速全球化布局，已在中国香港、东京、新加坡、吉隆坡等地设置国际化办公室，搭建“一站式”出海整合营销团队，提供海外红人营销全链路服务，营销平台涵盖Instagram、TikTok、Youtube等主流社媒平台。	公司旗下AI产品“灵感岛”依托红人营销数据库构建完整AI智能体系统，推出六大AI Agent针对不同创作环节深度优化，覆盖账号规划至内容变现全流程	2026-04-30\|5.95\|-0.50\|5.98\|6.03\|5.90\|329137;2026-05-06\|6.09\|2.35\|6.02\|6.16\|6.00\|533401;2026-05-07\|6.31\|3.61\|6.15\|6.33\|6.05\|787351;2026-05-08\|6.29\|-0.32\|6.33\|6.42\|6.27\|759669;2026-05-11\|6.24\|-0.79\|6.30\|6.35\|6.21\|539512;2026-05-12\|6.10\|-2.24\|6.22\|6.23\|6.06\|474606;2026-05-13\|6.16\|0.98\|6.09\|6.19\|6.03\|428466;2026-05-14\|5.91\|-4.06\|6.26\|6.40\|5.90\|904147;2026-05-15\|5.93\|0.34\|5.90\|6.09\|5.88\|612893;2026-05-18\|5.91\|-0.34\|5.89\|5.98\|5.82\|432506;2026-05-19\|6.04\|2.20\|5.88\|6.08\|5.86\|523614;2026-05-20\|5.77\|-4.47\|5.99\|6.01\|5.72\|617019;2026-05-21\|5.58\|-3.29\|5.74\|5.88\|5.56\|507251;2026-05-22\|5.44\|-2.51\|5.63\|5.65\|5.40\|493239;2026-05-25\|5.34\|-1.84\|5.44\|5.53\|5.27\|548510;2026-05-26\|5.25\|-1.69\|5.29\|5.33\|5.16\|379092;2026-05-27\|5.16\|-1.71\|5.29\|5.38\|5.12\|449598;2026-05-28\|5.16\|0.00\|5.12\|5.20\|5.04\|374814;2026-05-29\|5.20\|0.78\|5.19\|5.34\|5.16\|586356;2026-06-01\|5.43\|4.42\|5.21\|5.59\|5.17\|852713;2026-06-02\|5.22\|-3.87\|5.44\|5.49\|5.15\|613623;2026-06-03\|5.16\|-1.15\|5.20\|5.24\|5.07\|440110;2026-06-04\|4.99\|-3.29\|5.11\|5.11\|4.96\|484109;2026-06-05\|5.08\|1.80\|5.02\|5.15\|4.95\|516720;2026-06-08\|4.98\|-1.97\|4.96\|5.15\|4.90\|445933;2026-06-09\|5.07\|1.81\|5.06\|5.14\|4.93\|432735;2026-06-10\|5.33\|5.13\|5.01\|5.58\|4.99\|1214982;2026-06-11\|4.91\|-7.88\|5.20\|5.31\|4.83\|936538;2026-06-12\|4.89\|-0.41\|4.93\|4.95\|4.78\|569264;2026-06-15\|4.94\|1.02\|4.89\|4.99\|4.88\|419665;2026-06-16\|4.99\|1.01\|5.00\|5.07\|4.92\|421814;2026-06-17\|4.80\|-3.81\|4.93\|4.96\|4.76\|470204;2026-06-18\|4.76\|-0.83\|4.77\|4.88\|4.69\|371927;2026-06-22\|4.90\|2.94\|4.81\|4.90\|4.70\|531783;2026-06-23\|4.80\|-2.04\|4.88\|4.96\|4.76\|444443;2026-06-24\|4.66\|-2.92\|4.81\|4.82\|4.59\|451578;2026-06-25\|4.56\|-2.15\|4.61\|4.64\|4.52\|397510;2026-06-26\|4.39\|-3.73\|4.52\|4.56\|4.36\|449365;2026-06-29\|4.39\|0.00\|4.39\|4.47\|4.31\|418965;2026-06-30\|4.42\|0.68\|4.38\|4.46\|4.32\|343553;2026-07-01\|4.46\|0.91\|4.41\|4.53\|4.36\|459945;2026-07-02\|4.60\|3.14\|4.49\|4.91\|4.49\|1066064;2026-07-03\|4.40\|-4.14\|4.46\|4.57\|4.37\|652280;2026-07-06\|4.33\|-1.59\|4.36\|4.49\|4.33\|408019;2026-07-07\|4.18\|-3.46\|4.32\|4.40\|4.16\|393117;2026-07-08\|4.22\|0.96\|4.18\|4.25\|4.11\|329660;2026-07-09\|4.25\|0.71\|4.21\|4.30\|4.13\|398435;2026-07-10\|4.46\|4.94\|4.23\|4.52\|4.17\|840630;2026-07-13\|4.18\|-6.28\|4.46\|4.50\|4.17\|647868;2026-07-14\|4.24\|1.44\|4.17\|4.25\|4.08\|402373;2026-07-15\|4.24\|0.00\|4.11\|4.33\|4.10\|530032;2026-07-16\|4.34\|2.36\|4.23\|4.39\|4.16\|525839;2026-07-17\|4.11\|-5.30\|4.34\|4.41\|4.08\|629962;2026-07-20\|4.19\|1.95\|4.13\|4.25\|4.10\|543052;2026-07-21\|4.26\|1.67\|4.19\|4.30\|4.06\|605550;2026-07-22\|4.20\|-1.41\|4.23\|4.27\|4.17\|358620;2026-07-23\|4.27\|1.67\|4.17\|4.27\|4.13\|355534;2026-07-24\|4.11\|-3.75\|4.23\|4.25\|4.10\|369786;2026-07-27\|4.33\|5.35\|4.08\|4.35\|4.07\|651835;2026-07-28\|4.37\|0.92\|4.30\|4.45\|4.30\|443231;2026-07-29\|4.46\|2.06\|4.37\|4.49\|4.37\|427457;2026-07-30\|4.45\|-0.22\|4.43\|4.62\|4.42\|455164;2026-07-31\|4.68\|5.17\|4.46\|4.77\|4.46\|804573;2026-08-03\|4.75\|1.50\|4.67\|4.79\|4.63\|529350;2026-08-04\|5.04\|6.11\|4.75\|5.09\|4.73\|956649;2026-08-05\|5.54\|9.92\|5.00\|5.54\|4.96\|1359264;2026-08-06\|5.21\|-5.96\|5.27\|5.68\|5.13\|1785409;2026-08-07\|5.14\|-1.34\|5.11\|5.36\|4.93\|1233436;2026-08-10\|5.12\|-0.39\|5.19\|5.19\|4.98\|614850;2026-08-11\|5.06\|-1.17\|5.14\|5.18\|5.03\|495317;2026-08-12\|5.13\|1.38\|5.06\|5.24\|5.02\|707594;2026-08-13\|5.02\|-2.14\|5.13\|5.28\|5.02\|916032;2026-08-14\|4.92\|-1.99\|5.02\|5.08\|4.81\|706308;2026-08-17\|4.93\|0.20\|4.93\|4.95\|4.83\|429773;2026-08-18\|4.81\|-2.43\|4.89\|4.90\|4.78\|380605;2026-08-19\|4.61\|-4.16\|4.76\|4.80\|4.60\|399230;2026-08-20\|4.61\|0.00\|4.70\|4.70\|4.57\|329994;2026-08-21\|4.58\|-0.65\|4.57\|4.60\|4.49\|259377;2026-08-24\|4.48\|-2.18\|4.58\|4.58\|4.43\|280865;2026-08-25\|4.57\|2.01\|4.50\|4.59\|4.46\|274244;2026-08-26\|4.61\|0.88\|4.55\|4.65\|4.53\|270489;2026-08-27\|4.60\|-0.22\|4.58\|4.62\|4.55\|236971;2026-08-28\|4.60\|0.00\|4.65\|4.67\|4.58\|385449;2026-08-31\|4.81\|4.57\|4.54\|4.82\|4.53\|640281;2026-09-01\|5.03\|4.57\|4.75\|5.08\|4.75\|1043176;2026-09-02\|4.88\|-2.98\|5.00\|5.07\|4.86\|564873;2026-09-03\|4.80\|-1.64\|4.89\|5.00\|4.77\|501092;2026-09-04\|4.88\|1.67\|4.84\|5.03\|4.82\|622186;2026-09-07\|4.92\|0.82\|4.87\|4.96\|4.80\|435609;2026-09-08\|4.99\|1.42\|4.92\|5.05\|4.88\|447196
124634	现货黄金日内涨2%，现货白银日内涨幅达3%	黄金+白银+并购扩张行业原因：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。公司原因： 1、据2026年1月17日公告，银都矿业完成拜仁达坝银多金属矿采矿权整合并取得新采矿许可证，有效期自2025年12月29日至2031年12月28日。 2、据2026年1月8日公告，公司已完成收购伊春金石矿业60%股权，新增铜钼矿探矿权；2026年1月13日公告拟收购广西来宾金石矿业55%股权，持续扩张金银铜铅锌资源储备。 3、据2025年4月29日公告，公司控股7家矿业子公司，累计查明银金属量约1.2万吨、金金属量约34吨，年采选能力近200万吨，为国内白银龙头。 4、据2025年半年报，公司主营贵金属、有色金属矿的采选和销售，下属7家矿业子公司。银都矿业、光大矿业和金都矿业为银铅锌矿矿山，金山矿业为银金矿矿山，以上4座矿山均为在产矿山。	公司预计中报净利润同比增长399.31%-470.64%，因“采矿及选矿能力有所提升，产能逐渐释放，2026年上半年度产品产销量增加；另外，叠加贵金属价格上涨，公司矿山主要产品销售价格较上年同期上涨，推动公司经营业绩同比显著增长”	2026-04-30\|36.48\|-2.72\|37.09\|37.60\|36.17\|204113;2026-05-06\|37.79\|3.59\|36.85\|37.95\|36.38\|243526;2026-05-07\|38.95\|3.07\|38.99\|39.98\|38.00\|349958;2026-05-08\|40.17\|3.13\|39.01\|40.68\|39.00\|330169;2026-05-11\|39.46\|-1.77\|40.00\|40.37\|39.01\|247631;2026-05-12\|39.10\|-0.91\|41.00\|41.31\|39.08\|341113;2026-05-13\|38.79\|-0.79\|40.00\|40.15\|38.59\|214177;2026-05-14\|37.43\|-3.51\|39.39\|39.49\|37.30\|217786;2026-05-15\|35.02\|-6.44\|36.76\|36.88\|34.58\|274368;2026-05-18\|34.18\|-2.40\|34.39\|34.54\|33.47\|170476;2026-05-19\|33.56\|-1.81\|34.17\|34.18\|32.98\|170342;2026-05-20\|33.04\|-1.55\|32.64\|33.61\|32.30\|186753;2026-05-21\|32.40\|-1.94\|33.66\|33.99\|32.30\|171342;2026-05-22\|33.05\|2.01\|32.53\|33.49\|31.91\|138265;2026-05-25\|34.02\|2.93\|33.70\|34.05\|32.88\|167101;2026-05-26\|34.52\|1.47\|33.50\|34.72\|33.07\|185162;2026-05-27\|32.24\|-6.60\|34.29\|34.58\|32.00\|170695;2026-05-28\|31.93\|-0.96\|31.50\|32.18\|30.81\|197190;2026-05-29\|30.90\|-3.23\|32.60\|33.26\|30.72\|172874;2026-06-01\|30.87\|-0.10\|30.74\|31.45\|30.29\|133672;2026-06-02\|31.77\|2.92\|31.05\|32.05\|30.00\|165120;2026-06-03\|31.26\|-1.61\|31.23\|32.06\|30.82\|145410;2026-06-04\|30.12\|-3.65\|30.94\|31.10\|30.05\|156466;2026-06-05\|29.71\|-1.36\|30.12\|30.39\|29.46\|138920;2026-06-08\|27.59\|-7.14\|28.12\|28.80\|27.00\|193401;2026-06-09\|27.94\|1.71\|27.80\|28.08\|26.90\|149609;2026-06-10\|27.20\|-2.65\|27.51\|27.66\|26.62\|179639;2026-06-11\|27.90\|2.57\|27.20\|28.45\|26.99\|222654;2026-06-12\|29.17\|4.55\|28.72\|29.88\|28.24\|237762;2026-06-15\|30.79\|5.55\|30.48\|31.14\|29.77\|296573;2026-06-16\|27.71\|-10.00\|28.32\|28.76\|27.71\|170110;2026-06-17\|26.52\|-4.29\|26.11\|27.45\|25.71\|849593;2026-06-18\|26.34\|-0.68\|26.04\|27.85\|25.83\|484735;2026-06-22\|27.55\|4.59\|26.64\|27.68\|25.76\|414999;2026-06-23\|24.80\|-9.98\|27.29\|27.29\|24.80\|373682;2026-06-24\|24.34\|-1.85\|24.49\|24.75\|23.60\|346915;2026-06-25\|23.11\|-5.05\|23.76\|23.95\|22.96\|298130;2026-06-26\|21.17\|-8.39\|23.25\|23.28\|20.91\|263010;2026-06-29\|21.00\|-0.80\|21.18\|21.57\|20.43\|272861;2026-06-30\|23.10\|10.00\|23.10\|23.10\|23.10\|74714;2026-07-01\|25.41\|10.00\|24.25\|25.41\|23.57\|517788;2026-07-02\|24.72\|-2.72\|26.62\|26.69\|24.64\|912535;2026-07-03\|24.42\|-1.21\|25.45\|26.33\|24.11\|748947;2026-07-06\|24.12\|-1.23\|24.53\|26.00\|24.12\|669139;2026-07-07\|22.35\|-7.34\|24.00\|24.01\|22.29\|457572;2026-07-08\|22.07\|-1.25\|22.31\|23.17\|21.71\|368583;2026-07-09\|21.91\|-0.72\|21.80\|22.30\|20.82\|340130;2026-07-10\|22.60\|3.15\|22.24\|23.70\|21.75\|387488;2026-07-13\|21.05\|-6.86\|22.26\|22.30\|20.98\|252310;2026-07-14\|21.73\|3.23\|20.80\|21.85\|20.26\|251246;2026-07-15\|20.83\|-4.14\|21.90\|21.96\|20.80\|249818;2026-07-16\|20.45\|-1.82\|20.54\|21.28\|20.31\|232359;2026-07-17\|18.95\|-7.33\|20.19\|20.19\|18.84\|307505;2026-07-20\|18.65\|-1.58\|19.21\|19.52\|18.25\|278868;2026-07-21\|20.52\|10.03\|18.95\|20.52\|18.27\|407120;2026-07-22\|22.57\|9.99\|20.88\|22.57\|20.84\|418335;2026-07-23\|24.83\|10.01\|23.44\|24.83\|22.86\|691703;2026-07-24\|24.80\|-0.12\|23.99\|25.69\|23.61\|985550;2026-07-27\|24.93\|0.52\|25.14\|25.78\|23.19\|736090;2026-07-28\|24.07\|-3.45\|23.80\|24.54\|23.69\|425931;2026-07-29\|25.00\|3.86\|24.30\|25.38\|23.65\|541167;2026-07-30\|24.07\|-3.72\|25.40\|25.60\|23.89\|556868;2026-07-31\|25.40\|5.53\|24.49\|26.15\|24.46\|616443;2026-08-03\|25.72\|1.26\|25.45\|26.08\|25.00\|511438;2026-08-04\|26.50\|3.03\|26.00\|26.70\|25.66\|519733;2026-08-05\|29.15\|10.00\|26.98\|29.15\|26.49\|511645;2026-08-06\|31.30\|7.38\|32.06\|32.07\|30.30\|1209847;2026-08-07\|34.43\|10.00\|31.38\|34.43\|30.20\|1127805;2026-08-10\|37.12\|7.81\|34.52\|37.78\|34.38\|1085237;2026-08-11\|34.55\|-6.92\|37.80\|39.33\|34.25\|1255999;2026-08-12\|34.41\|-0.41\|35.27\|35.66\|33.52\|779285;2026-08-13\|32.21\|-6.39\|35.08\|35.85\|32.14\|879006;2026-08-14\|32.09\|-0.37\|30.95\|32.12\|30.68\|521180;2026-08-17\|33.22\|3.52\|33.01\|33.49\|32.44\|559226;2026-08-18\|33.07\|-0.45\|33.70\|34.08\|32.50\|475292;2026-08-19\|31.29\|-5.38\|31.11\|32.78\|31.10\|418024;2026-08-20\|33.28\|6.36\|33.32\|34.42\|32.51\|951984;2026-08-21\|36.61\|10.01\|34.25\|36.61\|33.55\|951244;2026-08-24\|39.86\|8.88\|37.00\|40.27\|36.72\|1246308;2026-08-25\|36.27\|-9.01\|39.70\|39.70\|35.95\|951034;2026-08-26\|37.16\|2.45\|36.82\|38.89\|35.68\|882662;2026-08-27\|37.98\|2.21\|36.92\|39.00\|36.33\|817713;2026-08-28\|38.59\|1.61\|38.56\|39.44\|36.89\|677792;2026-08-31\|36.87\|-4.46\|34.73\|37.15\|34.73\|652945;2026-09-01\|36.40\|-1.27\|37.26\|37.42\|36.23\|411546;2026-09-02\|35.90\|-1.37\|34.82\|36.18\|33.67\|514563;2026-09-03\|37.00\|3.06\|36.62\|37.48\|36.44\|543784;2026-09-04\|36.16\|-2.27\|37.03\|37.74\|35.91\|485286;2026-09-07\|35.36\|-2.21\|36.06\|36.17\|34.90\|353228;2026-09-08\|34.50\|-2.43\|35.88\|36.00\|34.28\|394924
124633	AMD数据中心销售将在2027年翻倍，将于2027年推出机架级产品	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司直接运营的AI算力云规模已达38000P	2026-04-30\|144.41\|9.99\|142.32\|144.42\|136.72\|447055;2026-05-06\|158.85\|10.00\|149.95\|158.85\|144.11\|334172;2026-05-07\|158.28\|-0.36\|160.20\|166.55\|157.01\|400100;2026-05-08\|167.59\|5.88\|153.01\|173.58\|153.01\|374731;2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801
124632	宇树科技申购日期确定	家庭具身机器人+小米概念+定增受理行业原因：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11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-04-30\|29.33\|7.83\|27.20\|29.50\|26.90\|79601;2026-05-06\|30.22\|3.03\|28.78\|30.58\|28.26\|62308;2026-05-07\|31.17\|3.14\|29.92\|31.25\|29.60\|48809;2026-05-08\|33.00\|5.87\|31.18\|33.33\|31.18\|57758;2026-05-11\|35.41\|7.30\|33.15\|36.29\|33.15\|64155;2026-05-12\|33.25\|-6.10\|35.45\|36.58\|32.97\|75726;2026-05-13\|30.27\|-8.96\|32.92\|32.92\|30.00\|84482;2026-05-14\|29.84\|-1.42\|30.48\|31.25\|29.84\|45341;2026-05-15\|29.94\|0.34\|29.97\|30.66\|29.53\|34075;2026-05-18\|32.93\|9.99\|29.97\|32.93\|29.97\|61115;2026-05-19\|32.59\|-1.03\|34.60\|36.22\|31.47\|140200;2026-05-20\|32.10\|-1.50\|32.67\|32.87\|31.53\|59719;2026-05-21\|30.78\|-4.11\|32.08\|33.20\|30.78\|59029;2026-05-22\|30.85\|0.23\|30.80\|33.30\|30.74\|65178;2026-05-25\|29.54\|-4.25\|30.81\|30.85\|29.40\|46697;2026-05-26\|30.67\|3.83\|29.08\|31.81\|28.63\|65758;2026-05-27\|29.43\|-4.04\|29.96\|31.03\|29.40\|48395;2026-05-28\|27.95\|-5.03\|28.81\|29.58\|27.85\|36345;2026-05-29\|26.68\|-4.54\|28.50\|28.63\|26.61\|29831;2026-06-01\|27.03\|1.31\|26.71\|27.70\|26.10\|28362;2026-06-02\|26.62\|-1.52\|26.91\|27.43\|25.85\|21168;2026-06-03\|26.13\|-1.84\|26.88\|26.92\|25.90\|22002;2026-06-04\|25.83\|-1.15\|25.72\|26.26\|25.52\|13113;2026-06-05\|25.68\|-0.58\|25.83\|26.39\|24.87\|21678;2026-06-08\|24.52\|-4.52\|24.52\|25.59\|24.02\|19709;2026-06-09\|24.25\|-1.10\|24.52\|24.88\|23.94\|18943;2026-06-10\|23.16\|-4.49\|24.27\|24.27\|22.65\|24348;2026-06-11\|25.48\|10.02\|22.95\|25.48\|22.80\|26044;2026-06-12\|22.93\|-10.01\|25.73\|25.76\|22.93\|73898;2026-06-15\|22.93\|0.00\|22.93\|23.83\|22.65\|59329;2026-06-16\|24.56\|7.11\|22.67\|25.22\|22.32\|83511;2026-06-17\|24.50\|-0.24\|24.31\|25.05\|23.80\|51853;2026-06-18\|23.30\|-4.90\|24.17\|24.75\|23.01\|40073;2026-06-22\|23.47\|0.73\|23.53\|23.64\|22.38\|31975;2026-06-23\|23.21\|-1.11\|23.30\|23.50\|22.84\|23570;2026-06-24\|22.85\|-1.55\|23.00\|23.20\|22.33\|23484;2026-06-25\|22.38\|-2.06\|22.85\|24.25\|22.31\|43025;2026-06-26\|23.20\|3.66\|22.88\|24.62\|22.22\|93006;2026-06-29\|24.75\|6.68\|22.61\|24.85\|21.40\|105912;2026-06-30\|27.23\|10.02\|24.58\|27.23\|24.58\|55835;2026-07-01\|27.65\|1.54\|27.99\|28.08\|26.61\|72319;2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851;2026-07-13\|21.45\|-6.66\|23.00\|23.10\|21.27\|24500;2026-07-14\|21.94\|2.28\|21.50\|22.22\|20.77\|20014;2026-07-15\|24.13\|9.98\|21.71\|24.13\|21.71\|43892;2026-07-16\|24.15\|0.08\|24.00\|25.09\|23.66\|58310;2026-07-17\|22.22\|-7.99\|24.38\|24.69\|21.74\|44860;2026-07-20\|20.00\|-9.99\|22.63\|22.77\|20.00\|38555;2026-07-21\|19.90\|-0.50\|20.00\|20.30\|18.20\|41561;2026-07-22\|19.78\|-0.60\|19.74\|20.43\|19.44\|26891;2026-07-23\|19.68\|-0.51\|19.49\|19.99\|19.32\|17577;2026-07-24\|19.63\|-0.25\|19.49\|19.85\|19.02\|17501;2026-07-27\|21.59\|9.98\|19.60\|21.59\|19.21\|25564;2026-07-28\|21.83\|1.11\|21.59\|23.55\|21.29\|59484;2026-07-29\|21.10\|-3.34\|21.72\|22.58\|20.77\|45854;2026-07-30\|19.87\|-5.83\|20.96\|21.29\|19.75\|35251;2026-07-31\|21.55\|8.46\|20.38\|21.86\|20.38\|55850;2026-08-03\|22.11\|2.60\|21.28\|22.55\|21.28\|41555;2026-08-04\|23.76\|7.46\|22.19\|23.77\|21.92\|33496;2026-08-05\|26.14\|10.02\|24.10\|26.14\|23.50\|24594;2026-08-06\|28.17\|7.77\|26.43\|28.21\|25.83\|75798;2026-08-07\|28.50\|1.17\|28.03\|28.96\|26.50\|64080;2026-08-10\|27.25\|-4.39\|28.65\|28.98\|26.85\|51152;2026-08-11\|27.80\|2.02\|27.00\|28.55\|26.00\|42992;2026-08-12\|27.20\|-2.16\|27.81\|28.80\|27.10\|37825;2026-08-13\|26.98\|-0.81\|27.40\|27.86\|26.88\|28731;2026-08-14\|26.55\|-1.59\|26.72\|27.50\|26.30\|22687;2026-08-17\|29.21\|10.02\|26.55\|29.21\|26.55\|22699;2026-08-18\|27.29\|-6.57\|29.44\|29.61\|26.50\|81704;2026-08-19\|26.28\|-3.70\|27.00\|29.20\|26.28\|68879;2026-08-20\|27.26\|3.73\|26.52\|27.47\|25.38\|49297;2026-08-21\|27.97\|2.60\|27.47\|28.36\|26.81\|38345;2026-08-24\|25.17\|-10.01\|28.60\|28.60\|25.17\|38137;2026-08-25\|24.50\|-2.66\|24.02\|26.25\|24.02\|60255;2026-08-26\|23.78\|-2.94\|24.50\|25.11\|23.76\|37430;2026-08-27\|23.87\|0.38\|23.71\|24.37\|23.66\|33808;2026-08-28\|24.08\|0.88\|24.02\|24.24\|23.70\|26114;2026-08-31\|25.00\|3.82\|23.96\|25.17\|23.26\|45374;2026-09-01\|24.84\|-0.64\|24.70\|25.88\|24.46\|44659;2026-09-02\|25.28\|1.77\|24.60\|25.30\|24.25\|29738;2026-09-03\|25.68\|1.58\|25.18\|25.90\|25.18\|28665;2026-09-04\|25.25\|-1.67\|25.59\|25.88\|24.95\|26999;2026-09-07\|26.61\|5.39\|25.26\|26.79\|25.26\|25521;2026-09-08\|26.80\|0.71\|26.60\|27.20\|25.98\|33056
124631	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：国内半导体光刻胶用酚醛树脂核心供应商，产品已批量应用于KrF光刻胶，直接受益海外大厂EUV设备采购潮；涨停缘由：SK海力士300亿美元扩产计划拉动EUV及配套光刻胶需求；公司酚醛树脂为光刻胶关键成膜树脂；国产替代加速验证；资金逻辑：资金沿半导体设备→材料→上游化学品传导，酚醛树脂作为细分隐形冠军获资金挖掘；风险提示：光刻胶树脂业务占比较小，当前业绩贡献有限，短期更多为题材驱动	公司已研发成功半导体光刻胶用酚醛树脂、特种半导体封装用酚醛树脂等一批特种有机合成功能新材料	2026-04-30\|15.95\|0.31\|15.75\|16.08\|15.70\|43370;2026-05-06\|16.23\|1.76\|16.01\|16.29\|15.97\|56378;2026-05-07\|16.18\|-0.31\|16.22\|16.39\|16.11\|37800;2026-05-08\|16.18\|0.00\|16.15\|16.23\|16.02\|36159;2026-05-11\|16.26\|0.49\|16.18\|16.33\|16.06\|47839;2026-05-12\|16.07\|-1.17\|16.18\|16.23\|15.91\|37972;2026-05-13\|16.46\|2.43\|16.00\|16.68\|15.96\|64694;2026-05-14\|16.52\|0.36\|16.46\|16.78\|16.32\|66366;2026-05-15\|16.92\|2.42\|16.52\|17.12\|16.52\|92295;2026-05-18\|16.66\|-1.54\|16.71\|16.88\|16.32\|69112;2026-05-19\|16.75\|0.54\|16.61\|16.93\|16.43\|48270;2026-05-20\|16.73\|-0.12\|16.71\|16.82\|16.47\|43605;2026-05-21\|15.89\|-5.02\|16.75\|16.77\|15.84\|67221;2026-05-22\|16.55\|4.15\|15.90\|16.65\|15.87\|64008;2026-05-25\|16.36\|-1.15\|16.58\|16.65\|16.25\|43769;2026-05-26\|16.03\|-2.02\|16.30\|16.31\|15.86\|45617;2026-05-27\|15.80\|-1.43\|16.00\|16.18\|15.64\|45235;2026-05-28\|16.24\|2.78\|15.58\|16.35\|15.51\|49500;2026-05-29\|15.32\|-5.67\|16.21\|16.25\|15.26\|53012;2026-06-01\|15.53\|1.37\|15.29\|15.73\|15.27\|38046;2026-06-02\|15.14\|-2.51\|15.52\|15.68\|15.03\|33933;2026-06-03\|15.18\|0.26\|15.13\|15.46\|14.96\|37665;2026-06-04\|14.74\|-2.90\|14.91\|15.19\|14.59\|43003;2026-06-05\|14.94\|1.36\|14.62\|15.22\|14.30\|49869;2026-06-08\|14.34\|-4.02\|14.59\|15.10\|14.08\|40121;2026-06-09\|14.97\|4.39\|14.77\|15.36\|14.47\|83755;2026-06-10\|15.34\|2.47\|14.81\|15.55\|14.80\|73676;2026-06-11\|15.01\|-2.15\|15.10\|15.33\|14.74\|54413;2026-06-12\|15.09\|0.53\|15.28\|15.48\|14.85\|50802;2026-06-15\|15.45\|2.39\|15.02\|15.64\|15.01\|48465;2026-06-16\|15.52\|0.45\|15.40\|15.70\|15.22\|44173;2026-06-17\|15.24\|-1.80\|15.45\|15.59\|15.08\|46560;2026-06-18\|11.40\|-1.98\|11.46\|11.62\|11.20\|70267;2026-06-22\|12.18\|6.84\|11.51\|12.19\|11.37\|145759;2026-06-23\|12.00\|-1.48\|12.19\|12.60\|11.93\|112788;2026-06-24\|12.08\|0.67\|12.09\|12.53\|11.82\|105988;2026-06-25\|11.12\|-7.95\|11.90\|12.30\|11.06\|140235;2026-06-26\|12.23\|9.98\|11.01\|12.23\|10.82\|120305;2026-06-29\|13.45\|9.98\|12.66\|13.45\|12.60\|170503;2026-06-30\|14.80\|10.04\|14.45\|14.80\|14.14\|130055;2026-07-01\|14.40\|-2.70\|16.25\|16.28\|14.14\|725082;2026-07-02\|15.84\|10.00\|13.42\|15.84\|12.99\|539613;2026-07-03\|14.70\|-7.20\|15.01\|15.87\|14.68\|536956;2026-07-06\|15.85\|7.82\|14.67\|16.17\|14.67\|617584;2026-07-07\|14.87\|-6.18\|14.50\|15.80\|14.27\|477814;2026-07-08\|16.36\|10.02\|14.90\|16.36\|14.81\|490311;2026-07-09\|18.00\|10.02\|17.00\|18.00\|16.35\|670688;2026-07-10\|18.80\|4.44\|17.36\|19.80\|17.00\|829035;2026-07-13\|16.92\|-10.00\|16.94\|18.24\|16.92\|533759;2026-07-14\|15.23\|-9.99\|16.00\|16.30\|15.23\|468990;2026-07-15\|13.71\|-9.98\|15.02\|15.38\|13.71\|390032;2026-07-16\|12.34\|-9.99\|12.85\|13.08\|12.34\|407443;2026-07-17\|11.28\|-8.59\|12.24\|12.33\|11.22\|339356;2026-07-20\|10.24\|-9.22\|11.45\|11.60\|10.15\|317397;2026-07-21\|10.79\|5.37\|10.44\|10.86\|9.68\|357199;2026-07-22\|10.43\|-3.34\|10.41\|10.80\|10.37\|261997;2026-07-23\|10.55\|1.15\|10.48\|10.56\|10.26\|175667;2026-07-24\|10.80\|2.37\|10.45\|11.30\|10.21\|415297;2026-07-27\|11.16\|3.33\|11.50\|11.50\|10.63\|407003;2026-07-28\|12.28\|10.04\|11.00\|12.28\|10.99\|292051;2026-07-29\|11.51\|-6.27\|11.97\|12.05\|11.09\|479259;2026-07-30\|10.54\|-8.43\|11.25\|11.40\|10.52\|331548;2026-07-31\|10.61\|0.66\|10.96\|11.10\|10.60\|305592;2026-08-03\|10.37\|-2.26\|10.60\|10.72\|10.28\|224317;2026-08-04\|10.85\|4.63\|10.40\|10.89\|10.30\|255586;2026-08-05\|11.94\|10.05\|10.89\|11.94\|10.87\|341807;2026-08-06\|12.52\|4.86\|12.06\|12.62\|12.00\|544128;2026-08-07\|12.67\|1.20\|12.32\|12.70\|12.18\|418572;2026-08-10\|13.01\|2.68\|12.74\|13.08\|12.60\|300623;2026-08-11\|12.92\|-0.69\|12.90\|13.11\|12.76\|240750;2026-08-12\|13.31\|3.02\|13.00\|13.58\|12.99\|260156;2026-08-13\|12.98\|-2.48\|13.31\|13.40\|12.98\|224623;2026-08-14\|13.04\|0.46\|13.06\|13.27\|12.71\|170089;2026-08-17\|13.29\|1.92\|13.04\|13.31\|12.78\|138851;2026-08-18\|13.43\|1.05\|13.18\|13.63\|13.11\|169136;2026-08-19\|12.65\|-5.81\|13.09\|13.37\|12.64\|167645;2026-08-20\|12.50\|-1.19\|12.82\|12.93\|12.35\|134485;2026-08-21\|12.52\|0.16\|12.31\|12.63\|12.13\|110792;2026-08-24\|12.46\|-0.48\|12.48\|12.54\|12.21\|97909;2026-08-25\|12.26\|-1.61\|12.23\|12.31\|11.85\|99404;2026-08-26\|12.07\|-1.55\|12.43\|12.45\|11.88\|97103;2026-08-27\|12.25\|1.49\|11.99\|12.35\|11.96\|94819;2026-08-28\|12.30\|0.41\|12.24\|12.48\|12.12\|87949;2026-08-31\|12.16\|-1.14\|12.13\|12.29\|12.03\|90036;2026-09-01\|12.05\|-0.90\|12.25\|12.29\|11.91\|99508;2026-09-02\|11.80\|-2.07\|11.90\|11.96\|11.69\|77166;2026-09-03\|11.59\|-1.78\|11.98\|11.99\|11.50\|83363;2026-09-04\|11.35\|-2.07\|11.70\|11.86\|11.26\|75271;2026-09-07\|11.48\|1.15\|11.38\|11.60\|11.31\|75294;2026-09-08\|11.49\|0.09\|11.42\|11.58\|11.35\|69700
124630	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+社保服务+智慧政务行业原因： 1、隔夜美股AI应用龙头Palantir公布超预期业绩，绩后大涨超29%。 2、国产大模型取得重要进展，OpenAI迫于中国模型价格压力开始大幅降价，入门版本luna降价80%。本轮大模型Token单价持续下行，有望压降各类AI应用、智能Agent的云端推理端成本。公司原因： 1、据2025年年度报告，公司自主研发的“知纬解语”大模型已通过国家网信部门备案，构建了覆盖数据层、算法层、应用层的全栈AI技术体系，并在政务服务、就业、医疗三大场景落地AI应用。 2、据2025年年度报告，公司长期深耕社保民生服务领域，业务网络覆盖28个省级行政区、深度服务超150个地级市，是国内社保服务行业的优质供应商。 3、据2026年5月7日业绩说明会，公司2026年是深化AI业务布局的关键之年，将坚定不移推进AI战略业务落地，把多项AI产品和服务应用到医疗、就业、政务场景中，构建全链条、可复制、可规模化的AI运营服务体系。	公司依托AI支撑平台，已在广东、河南、四川构建AI Agent政务服务网络，实现社保咨询、政策解读、业务经办等全场景“智能触达”	2026-04-30\|8.43\|-0.59\|8.48\|8.57\|8.42\|47295;2026-05-06\|8.57\|1.66\|8.50\|8.62\|8.47\|56864;2026-05-07\|8.58\|0.12\|8.57\|8.70\|8.51\|60428;2026-05-08\|8.69\|1.28\|8.58\|8.72\|8.53\|59255;2026-05-11\|8.63\|-0.69\|8.72\|8.81\|8.56\|67543;2026-05-12\|8.46\|-1.97\|8.60\|8.64\|8.42\|53017;2026-05-13\|8.51\|0.59\|8.47\|8.60\|8.43\|45012;2026-05-14\|8.28\|-2.70\|8.59\|8.60\|8.28\|62178;2026-05-15\|8.12\|-1.93\|8.28\|8.35\|8.08\|76489;2026-05-18\|8.26\|1.72\|8.14\|8.28\|8.06\|55124;2026-05-19\|8.41\|1.82\|8.29\|8.48\|8.26\|53428;2026-05-20\|8.18\|-2.73\|8.37\|8.38\|8.15\|45987;2026-05-21\|7.94\|-2.93\|8.20\|8.33\|7.94\|59849;2026-05-22\|8.04\|1.26\|8.08\|8.14\|7.86\|54546;2026-05-25\|7.95\|-1.12\|8.18\|8.18\|7.85\|56190;2026-05-26\|7.76\|-2.39\|7.94\|7.94\|7.58\|76055;2026-05-27\|7.52\|-3.09\|7.72\|7.79\|7.47\|56435;2026-05-28\|7.58\|0.80\|7.48\|7.68\|7.42\|58110;2026-05-29\|7.40\|-2.37\|7.62\|7.70\|7.34\|55084;2026-06-01\|7.75\|4.73\|7.39\|7.80\|7.35\|74694;2026-06-02\|7.61\|-1.81\|7.77\|7.80\|7.55\|47685;2026-06-03\|7.43\|-2.37\|7.60\|7.61\|7.36\|49559;2026-06-04\|7.32\|-1.48\|7.41\|7.47\|7.24\|44325;2026-06-05\|7.42\|2.06\|7.33\|7.56\|7.23\|52209;2026-06-08\|7.27\|-2.02\|7.30\|7.47\|7.15\|58163;2026-06-09\|7.29\|0.28\|7.33\|7.42\|7.19\|41387;2026-06-10\|7.17\|-1.65\|7.22\|7.33\|7.01\|54269;2026-06-11\|7.06\|-1.53\|7.17\|7.18\|6.88\|55053;2026-06-12\|7.08\|0.28\|7.12\|7.23\|7.04\|43729;2026-06-15\|7.16\|1.13\|7.22\|7.30\|7.09\|47069;2026-06-16\|7.15\|-0.14\|7.12\|7.18\|7.02\|43251;2026-06-17\|6.94\|-2.94\|7.13\|7.13\|6.88\|56802;2026-06-18\|6.88\|-0.86\|6.90\|7.00\|6.80\|45540;2026-06-22\|7.01\|1.89\|6.86\|7.04\|6.63\|63873;2026-06-23\|7.06\|0.71\|6.94\|7.15\|6.94\|49795;2026-06-24\|6.77\|-4.11\|7.06\|7.09\|6.68\|57184;2026-06-25\|6.63\|-2.07\|6.76\|6.82\|6.54\|55026;2026-06-26\|6.40\|-3.47\|6.56\|6.61\|6.34\|57613;2026-06-29\|6.37\|-0.47\|6.39\|6.45\|6.17\|62085;2026-06-30\|6.33\|-0.63\|6.38\|6.45\|6.26\|47764;2026-07-01\|6.71\|6.00\|6.32\|6.96\|6.28\|195511;2026-07-02\|6.55\|-2.38\|6.65\|6.80\|6.53\|84727;2026-07-03\|6.65\|1.53\|6.68\|6.77\|6.48\|86931;2026-07-06\|6.59\|-0.90\|6.68\|6.71\|6.50\|63222;2026-07-07\|6.37\|-3.34\|6.53\|6.58\|6.35\|38292;2026-07-08\|6.41\|0.63\|6.43\|6.47\|6.30\|46717;2026-07-09\|6.41\|0.00\|6.37\|6.52\|6.19\|60500;2026-07-10\|6.48\|1.09\|6.35\|6.62\|6.27\|75924;2026-07-13\|6.18\|-4.63\|6.41\|6.46\|6.13\|73225;2026-07-14\|6.24\|0.97\|6.13\|6.27\|6.10\|51614;2026-07-15\|6.34\|1.60\|6.20\|6.41\|6.18\|57129;2026-07-16\|6.51\|2.68\|6.35\|6.56\|6.27\|55083;2026-07-17\|6.46\|-0.77\|6.49\|6.64\|6.32\|86756;2026-07-20\|6.38\|-1.24\|6.48\|6.60\|6.27\|67643;2026-07-21\|6.40\|0.31\|6.39\|6.47\|6.19\|71606;2026-07-22\|6.30\|-1.56\|6.40\|6.43\|6.27\|39360;2026-07-23\|6.43\|2.06\|6.25\|6.46\|6.24\|42459;2026-07-24\|6.17\|-4.04\|6.40\|6.40\|6.16\|41877;2026-07-27\|6.33\|2.59\|6.13\|6.37\|6.12\|37645;2026-07-28\|6.54\|3.32\|6.28\|6.55\|6.26\|73545;2026-07-29\|6.59\|0.76\|6.57\|6.66\|6.53\|49158;2026-07-30\|6.57\|-0.30\|6.55\|6.73\|6.55\|55948;2026-07-31\|6.75\|2.74\|6.66\|6.84\|6.63\|61456;2026-08-03\|6.81\|0.89\|6.76\|6.84\|6.68\|93724;2026-08-04\|6.89\|1.17\|6.83\|7.03\|6.83\|73516;2026-08-05\|7.58\|10.01\|6.99\|7.58\|6.85\|106903;2026-08-06\|7.35\|-3.03\|7.53\|7.68\|7.21\|279549;2026-08-07\|7.16\|-2.58\|7.23\|7.29\|6.98\|176950;2026-08-10\|7.29\|1.82\|7.19\|7.29\|7.00\|128372;2026-08-11\|7.14\|-2.06\|7.28\|7.30\|7.10\|88821;2026-08-12\|7.21\|0.98\|7.19\|7.31\|7.11\|80400;2026-08-13\|7.10\|-1.53\|7.23\|7.28\|7.10\|77230;2026-08-14\|7.15\|0.70\|7.09\|7.16\|6.98\|66212;2026-08-17\|7.11\|-0.56\|7.15\|7.15\|7.01\|44561;2026-08-18\|7.08\|-0.42\|7.09\|7.12\|6.99\|50620;2026-08-19\|6.83\|-3.53\|7.05\|7.05\|6.82\|52037;2026-08-20\|6.94\|1.61\|6.90\|6.99\|6.84\|45354;2026-08-21\|6.94\|0.00\|6.90\|6.96\|6.84\|37432;2026-08-24\|6.86\|-1.15\|6.87\|6.99\|6.80\|44468;2026-08-25\|7.19\|4.81\|6.86\|7.29\|6.80\|114392;2026-08-26\|7.24\|0.70\|7.17\|7.28\|7.08\|79145;2026-08-27\|7.17\|-0.97\|7.18\|7.26\|7.15\|53432;2026-08-28\|7.16\|-0.14\|7.22\|7.26\|7.16\|48708;2026-08-31\|7.27\|1.54\|7.09\|7.27\|7.09\|55198;2026-09-01\|7.39\|1.65\|7.24\|7.41\|7.24\|60807;2026-09-02\|7.46\|0.95\|7.35\|7.49\|7.29\|61379;2026-09-03\|7.34\|-1.61\|7.48\|7.54\|7.30\|51672;2026-09-04\|7.39\|0.68\|7.39\|7.60\|7.37\|67637;2026-09-07\|7.35\|-0.54\|7.35\|7.44\|7.31\|56502;2026-09-08\|7.36\|0.14\|7.34\|7.43\|7.31\|35481
124629	修订后的《集成电路布图设计保护条例》对外公布	涨停揭秘：国内唯一具备光刻物镜研发制造能力企业，直接受益于半导体设备零部件国产替代与台积电涨价传导；涨停缘由：为ASML提供光刻机核心光学部件，技术壁垒极高；在高端显微镜、激光雷达光学元件领域持续放量；设备零部件国产化政策支持力度加大；资金逻辑：设备链情绪升温带动上游精密光学标的，同属光学赛道的腾景科技、福晶科技同步活跃，资金聚焦高壁垒环节；风险提示：光刻物镜收入占比较小且客户集中度高；短期业绩弹性受限于ASML订单节奏，缺乏明确量产公告支撑	公司产品广泛应用于光刻设备、半导体光学量/检测设备等关键制程装备，并切入光刻机对准系统、照明系统等核心环节，在手订单快速增加	2026-04-30\|114.76\|0.72\|113.80\|115.37\|113.01\|11935;2026-05-06\|121.52\|5.89\|115.99\|125.50\|114.63\|35065;2026-05-07\|125.63\|3.38\|121.50\|130.00\|119.80\|33039;2026-05-08\|130.28\|3.70\|125.20\|131.98\|124.02\|32561;2026-05-11\|141.00\|8.23\|131.50\|142.63\|131.50\|42748;2026-05-12\|138.18\|-2.00\|140.99\|142.50\|135.87\|26144;2026-05-13\|141.51\|2.41\|136.32\|142.98\|134.35\|34942;2026-05-14\|141.48\|-0.02\|141.51\|145.88\|138.18\|26127;2026-05-15\|140.45\|-0.73\|143.48\|147.80\|138.60\|25480;2026-05-18\|140.90\|0.32\|138.00\|141.68\|135.00\|37444;2026-05-19\|145.49\|3.26\|140.10\|146.91\|139.99\|30659;2026-05-20\|151.40\|4.06\|144.34\|152.76\|143.50\|39036;2026-05-21\|145.35\|-4.00\|151.40\|153.99\|144.20\|25475;2026-05-22\|147.51\|1.49\|146.22\|149.39\|144.00\|20317;2026-05-25\|143.37\|-2.81\|147.90\|149.00\|142.03\|22596;2026-05-26\|141.01\|-1.65\|142.93\|143.56\|137.10\|23993;2026-05-27\|139.58\|-1.01\|142.64\|146.70\|138.22\|18162;2026-05-28\|140.32\|0.53\|138.83\|141.38\|135.99\|17128;2026-05-29\|130.98\|-6.66\|141.97\|141.97\|129.44\|23672;2026-06-01\|125.82\|-3.94\|130.98\|132.50\|125.55\|17498;2026-06-02\|124.50\|-1.05\|125.80\|127.35\|123.01\|14127;2026-06-03\|123.66\|-0.67\|126.00\|126.90\|121.88\|18816;2026-06-04\|123.74\|0.06\|121.84\|125.50\|121.00\|10491;2026-06-05\|123.83\|0.07\|124.00\|126.73\|120.05\|14904;2026-06-08\|115.68\|-6.58\|117.81\|120.99\|113.15\|21018;2026-06-09\|119.23\|3.07\|117.75\|119.42\|115.62\|13619;2026-06-10\|117.67\|-1.31\|119.00\|119.00\|115.51\|9987;2026-06-11\|117.96\|0.25\|115.00\|121.00\|115.00\|14759;2026-06-12\|117.30\|-0.56\|120.99\|122.79\|116.95\|13120;2026-06-15\|122.15\|4.13\|117.30\|122.25\|116.01\|15571;2026-06-16\|124.02\|1.53\|122.32\|124.39\|120.28\|15901;2026-06-17\|126.26\|2.55\|121.39\|126.31\|121.22\|18571;2026-06-18\|124.90\|-1.08\|126.17\|126.17\|122.64\|19387;2026-06-22\|117.49\|-5.93\|124.90\|124.90\|114.39\|33006;2026-06-23\|120.81\|2.83\|117.49\|122.00\|115.00\|21991;2026-06-24\|132.89\|10.00\|120.00\|132.89\|117.85\|32310;2026-06-25\|131.30\|-1.20\|136.88\|136.88\|129.63\|32532;2026-06-26\|137.76\|4.92\|130.76\|139.80\|129.63\|39677;2026-06-29\|141.60\|2.79\|136.03\|142.86\|134.52\|42649;2026-06-30\|146.95\|3.78\|140.00\|146.98\|136.23\|39756;2026-07-01\|139.10\|-5.34\|146.97\|146.98\|137.70\|28457;2026-07-02\|133.32\|-4.16\|134.08\|140.00\|132.61\|21774;2026-07-03\|127.11\|-4.66\|134.00\|134.96\|127.02\|22956;2026-07-06\|121.05\|-4.77\|128.52\|129.16\|119.20\|21355;2026-07-07\|122.76\|1.41\|122.26\|124.89\|119.05\|15674;2026-07-08\|120.56\|-1.79\|122.58\|123.76\|116.31\|12522;2026-07-09\|123.20\|2.19\|120.28\|123.83\|118.20\|14161;2026-07-10\|120.85\|-1.91\|123.27\|128.50\|120.78\|16836;2026-07-13\|111.22\|-7.97\|119.93\|120.22\|110.92\|19527;2026-07-14\|110.50\|-0.65\|111.87\|113.00\|106.00\|14177;2026-07-15\|105.40\|-4.62\|109.83\|112.26\|104.67\|14799;2026-07-16\|102.39\|-2.86\|105.00\|106.50\|101.66\|12672;2026-07-17\|94.23\|-7.97\|102.00\|102.00\|94.00\|16919;2026-07-20\|90.00\|-4.49\|95.39\|96.50\|87.00\|18822;2026-07-21\|95.48\|6.09\|92.89\|96.47\|87.40\|20990;2026-07-22\|91.99\|-3.66\|94.00\|96.80\|91.51\|13828;2026-07-23\|91.45\|-0.59\|91.97\|93.19\|90.21\|9814;2026-07-24\|90.27\|-1.29\|91.00\|92.10\|89.26\|7409;2026-07-27\|92.42\|2.38\|91.90\|92.80\|89.05\|9708;2026-07-28\|101.66\|10.00\|101.66\|101.66\|101.66\|18840;2026-07-29\|93.06\|-8.46\|100.65\|101.01\|91.49\|43066;2026-07-30\|86.40\|-7.16\|88.50\|91.50\|86.40\|24384;2026-07-31\|88.01\|1.86\|88.97\|91.28\|88.00\|17904;2026-08-03\|89.21\|1.36\|86.91\|89.75\|86.80\|11736;2026-08-04\|92.93\|4.17\|89.23\|94.30\|89.23\|14216;2026-08-05\|102.22\|10.00\|94.79\|102.22\|93.00\|20489;2026-08-06\|105.07\|2.79\|101.50\|107.74\|100.02\|31955;2026-08-07\|105.16\|0.09\|104.54\|106.20\|103.50\|17825;2026-08-10\|103.22\|-1.84\|105.16\|105.20\|101.85\|12413;2026-08-11\|101.69\|-1.48\|103.00\|103.69\|101.18\|13843;2026-08-12\|102.87\|1.16\|102.00\|105.18\|101.01\|14097;2026-08-13\|102.78\|-0.09\|103.81\|105.95\|102.50\|12352;2026-08-14\|106.08\|3.21\|104.86\|107.44\|102.80\|17495;2026-08-17\|107.44\|1.28\|104.99\|107.75\|104.50\|12615;2026-08-18\|109.00\|1.45\|107.58\|109.38\|105.96\|12953;2026-08-19\|102.40\|-6.05\|107.96\|108.86\|101.80\|16920;2026-08-20\|107.26\|4.75\|102.40\|108.91\|102.40\|15905;2026-08-21\|106.87\|-0.36\|106.68\|109.66\|105.28\|12792;2026-08-24\|104.90\|-1.84\|105.64\|107.83\|102.47\|10745;2026-08-25\|105.13\|0.22\|102.27\|105.85\|100.88\|9938;2026-08-26\|106.87\|1.66\|105.13\|107.30\|104.11\|9587;2026-08-27\|107.28\|0.38\|106.50\|108.20\|104.69\|11341;2026-08-28\|105.33\|-1.82\|107.53\|108.32\|105.28\|9392;2026-08-31\|115.86\|10.00\|103.94\|115.86\|103.30\|27823;2026-09-01\|113.72\|-1.85\|115.86\|119.92\|112.50\|30968;2026-09-02\|111.38\|-2.06\|113.70\|115.58\|109.00\|21308;2026-09-03\|112.18\|0.72\|112.99\|117.91\|110.00\|17238;2026-09-04\|107.55\|-4.13\|111.00\|114.98\|106.58\|15964;2026-09-07\|108.33\|0.73\|108.22\|110.22\|107.00\|12074;2026-09-08\|105.72\|-2.41\|107.07\|108.78\|104.90\|13119
124628	两大MLCC龙头发出涨价函	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658
124627		涨停揭秘：镁合金轻量化+低空经济+人形机器人三重催化；涨停缘由：公司为全球镁行业龙头，成立低空经济、人形机器人、电动自行车专项小组，正研发镁合金机器人盖板、底座等部件，契合轻量化材料爆发需求；资金逻辑：有色金属板块轮动至稀缺材料方向，资金押注轻量化材料在新兴场景的规模化应用；风险提示：新产品研发周期长、认证门槛高，下游量产节奏不及预期将影响业绩兑现	公司是全球镁行业龙头企业，成立“低空经济、人形机器人、电动自行车”专项小组，与多家头部企业建立沟通渠道，正在研发镁合金机器人盖板、底座、控制臂等部件	2026-04-30\|15.69\|0.38\|15.66\|16.05\|15.30\|179847;2026-05-06\|16.25\|3.57\|15.80\|16.30\|15.74\|266152;2026-05-07\|16.52\|1.66\|16.35\|16.62\|16.12\|232084;2026-05-08\|16.66\|0.85\|16.40\|16.83\|16.32\|207855;2026-05-11\|16.54\|-0.72\|16.66\|16.83\|16.36\|262184;2026-05-12\|16.26\|-1.69\|16.65\|16.69\|16.15\|218996;2026-05-13\|16.44\|1.11\|16.31\|16.58\|16.27\|197590;2026-05-14\|15.83\|-3.71\|16.48\|16.50\|15.78\|207398;2026-05-15\|15.53\|-1.90\|15.70\|16.23\|15.33\|285918;2026-05-18\|15.50\|-0.19\|15.48\|15.69\|14.90\|230176;2026-05-19\|15.56\|0.39\|15.43\|15.90\|15.23\|172781;2026-05-20\|15.54\|-0.13\|15.51\|15.67\|15.09\|219269;2026-05-21\|15.09\|-2.90\|15.68\|16.02\|15.03\|301922;2026-05-22\|15.26\|1.13\|15.14\|15.44\|15.01\|256607;2026-05-25\|15.73\|3.08\|15.38\|16.04\|15.29\|266104;2026-05-26\|16.03\|1.91\|15.65\|16.40\|15.64\|341652;2026-05-27\|15.11\|-5.74\|15.91\|15.97\|15.06\|308585;2026-05-28\|15.17\|0.40\|15.06\|15.39\|14.69\|295835;2026-05-29\|14.29\|-5.80\|15.19\|15.32\|14.19\|302117;2026-06-01\|14.16\|-0.91\|14.29\|14.56\|14.14\|227508;2026-06-02\|14.36\|1.41\|14.18\|14.51\|13.80\|217972;2026-06-03\|14.42\|0.42\|14.33\|14.96\|14.20\|232829;2026-06-04\|14.05\|-2.57\|14.21\|14.46\|13.90\|203035;2026-06-05\|14.00\|-0.36\|13.95\|14.36\|13.51\|247168;2026-06-08\|13.13\|-6.21\|13.56\|13.75\|12.93\|286403;2026-06-09\|13.17\|0.30\|13.28\|13.33\|12.96\|214132;2026-06-10\|12.77\|-3.04\|12.97\|13.04\|12.48\|251470;2026-06-11\|12.75\|-0.16\|12.70\|13.00\|12.61\|183976;2026-06-12\|13.20\|3.53\|12.95\|13.62\|12.92\|295702;2026-06-15\|13.83\|4.77\|13.53\|14.03\|13.40\|318860;2026-06-16\|13.97\|1.01\|13.70\|14.12\|13.51\|228754;2026-06-17\|13.72\|-1.79\|13.97\|13.99\|13.60\|172529;2026-06-18\|13.60\|-0.87\|13.70\|14.06\|13.49\|188630;2026-06-22\|14.29\|5.07\|13.51\|14.30\|13.38\|333772;2026-06-23\|13.16\|-7.91\|14.25\|14.25\|13.09\|369413;2026-06-24\|12.96\|-1.52\|13.07\|13.17\|12.72\|233196;2026-06-25\|12.62\|-2.62\|12.84\|12.91\|12.51\|231065;2026-06-26\|13.38\|6.02\|12.58\|13.88\|12.43\|601398;2026-06-29\|14.15\|5.75\|13.70\|14.53\|13.30\|600047;2026-06-30\|15.57\|10.04\|14.00\|15.57\|13.90\|551419;2026-07-01\|15.88\|1.99\|15.80\|16.09\|15.33\|630369;2026-07-02\|15.13\|-4.72\|15.79\|15.90\|15.07\|379434;2026-07-03\|15.28\|0.99\|15.30\|15.75\|14.68\|510236;2026-07-06\|14.68\|-3.93\|15.42\|15.87\|14.64\|644258;2026-07-07\|14.35\|-2.25\|14.73\|15.10\|14.25\|377774;2026-07-08\|13.17\|-8.22\|14.35\|14.46\|13.15\|409280;2026-07-09\|12.88\|-2.20\|13.17\|13.42\|12.34\|332086;2026-07-10\|12.84\|-0.31\|12.80\|13.33\|12.80\|281393;2026-07-13\|12.01\|-6.46\|12.94\|12.95\|11.98\|353640;2026-07-14\|11.99\|-0.17\|11.92\|11.99\|11.55\|257825;2026-07-15\|11.98\|-0.08\|11.78\|12.03\|11.55\|240234;2026-07-16\|11.60\|-3.17\|11.80\|11.99\|11.58\|186273;2026-07-17\|11.13\|-4.05\|11.60\|11.89\|11.11\|262917;2026-07-20\|10.89\|-2.16\|11.19\|11.38\|10.60\|263942;2026-07-21\|11.35\|4.22\|10.90\|11.39\|10.74\|234987;2026-07-22\|11.02\|-2.91\|11.35\|11.45\|10.99\|190888;2026-07-23\|11.44\|3.81\|11.03\|11.58\|10.99\|196336;2026-07-24\|10.96\|-4.20\|11.26\|11.29\|10.92\|149150;2026-07-27\|11.26\|2.74\|11.00\|11.27\|10.95\|144958;2026-07-28\|11.25\|-0.09\|11.10\|11.38\|11.01\|144431;2026-07-29\|11.82\|5.07\|11.25\|11.93\|11.12\|266688;2026-07-30\|11.63\|-1.61\|11.77\|11.96\|11.50\|160682;2026-07-31\|11.64\|0.09\|11.83\|11.90\|11.61\|163051;2026-08-03\|11.79\|1.29\|11.64\|11.85\|11.59\|112263;2026-08-04\|11.93\|1.19\|11.88\|12.01\|11.78\|119308;2026-08-05\|13.12\|9.97\|11.99\|13.12\|11.99\|334505;2026-08-06\|12.77\|-2.67\|13.00\|13.15\|12.51\|442765;2026-08-07\|12.70\|-0.55\|12.75\|12.79\|12.48\|262198;2026-08-10\|12.87\|1.34\|12.99\|13.07\|12.71\|264571;2026-08-11\|12.66\|-1.63\|12.92\|13.05\|12.63\|214371;2026-08-12\|12.63\|-0.24\|12.56\|12.83\|12.52\|157470;2026-08-13\|12.17\|-3.64\|12.67\|12.68\|12.17\|222039;2026-08-14\|12.33\|1.31\|12.13\|12.46\|12.05\|152719;2026-08-17\|12.44\|0.89\|12.44\|12.47\|12.17\|130934;2026-08-18\|12.33\|-0.88\|12.35\|12.49\|12.19\|124538;2026-08-19\|11.72\|-4.95\|12.11\|12.20\|11.69\|181526;2026-08-20\|11.76\|0.34\|11.89\|12.00\|11.71\|107871;2026-08-21\|11.89\|1.11\|11.70\|11.94\|11.63\|104265;2026-08-24\|11.50\|-3.28\|11.89\|11.89\|11.35\|182088;2026-08-25\|11.96\|4.00\|11.47\|12.13\|11.39\|243377;2026-08-26\|12.29\|2.76\|11.91\|12.35\|11.86\|218791;2026-08-27\|12.33\|0.33\|12.17\|12.43\|12.02\|180255;2026-08-28\|12.16\|-1.38\|12.30\|12.34\|12.08\|133456;2026-08-31\|12.20\|0.33\|11.96\|12.24\|11.77\|125464;2026-09-01\|12.17\|-0.25\|12.23\|12.28\|12.10\|127282;2026-09-02\|12.11\|-0.49\|12.05\|12.20\|11.84\|144534;2026-09-03\|12.29\|1.49\|12.22\|12.34\|12.11\|132645;2026-09-04\|12.00\|-2.36\|12.44\|12.48\|11.93\|166227;2026-09-07\|12.18\|1.50\|11.97\|12.32\|11.92\|122769;2026-09-08\|12.30\|0.99\|12.24\|12.38\|12.14\|137668
124626	“易中天”集体回应“美国光模块禁令”	CPO+半年报增长+光通信+AI算力行业原因： 1、光通信板块低开高走，中际旭创盘初一度跌超13%。据中国新闻网8月4日报道，外媒报道称美国计划禁止进口中国新型号的光收发模块。 2、隔夜美股费城半导体指数大涨6.5%，收获四连涨，全球半导体市场情绪显著回暖。国盛证券指出，光通信板块短期跌幅与估值双双进入历史底部区域，正在从“恐慌宣泄”走向“否极泰来”。公司原因： 1、据2026年7月29日投资者关系活动记录，在CPO项目上，客户对公司的需求主要集中在D-FAU的耦合及ELSFP，公司已与多家头部客户开展合作，ELSFP有望在2027年下半年进入小批量或批量生产。 2、据2026年7月29日业绩快报，公司2026年上半年实现归母净利润8.22亿元，同比增长28.85%；扣非净利润同比增长36.46%。 3、据2026年7月29日投资者关系活动记录，公司成都800G硅光引擎产能已达40K/月，预计Q4对北美重点客户量产出货；越南产线已形成10K/M OE产能，预计10月扩产至100K/M。 4、据2025年年报及2026年7月29日投资者关系活动记录，公司是电子制造服务行业全球知名厂商，SiP微小化技术行业领导者，AI加速卡业务带动云和存储板块超50%营收成长。	公司7月底发布新一代1.6T光模块并自建测试实验室，未来将与控股股东合作拓展CPO光器件及系统组装业务	2026-04-30\|37.80\|-6.16\|41.00\|41.00\|37.80\|559173;2026-05-06\|38.98\|3.12\|38.50\|39.49\|38.01\|446159;2026-05-07\|42.03\|7.82\|39.27\|42.34\|38.75\|559821;2026-05-08\|41.49\|-1.28\|41.30\|42.21\|40.43\|429456;2026-05-11\|41.18\|-0.75\|41.71\|42.46\|40.50\|545915;2026-05-12\|42.76\|3.84\|41.50\|42.80\|40.74\|504158;2026-05-13\|44.45\|3.95\|42.00\|45.70\|41.76\|620221;2026-05-14\|42.13\|-5.22\|44.60\|45.55\|41.60\|594338;2026-05-15\|39.67\|-5.84\|42.13\|42.36\|39.01\|505242;2026-05-18\|40.09\|1.06\|39.10\|40.17\|38.47\|348510;2026-05-19\|38.71\|-3.44\|39.69\|39.69\|37.80\|395376;2026-05-20\|39.36\|1.68\|38.51\|40.35\|38.01\|333836;2026-05-21\|37.29\|-5.26\|39.54\|40.17\|37.29\|426446;2026-05-22\|39.45\|5.79\|38.01\|39.61\|37.40\|391493;2026-05-25\|42.20\|6.97\|40.11\|42.59\|38.98\|605833;2026-05-26\|41.43\|-1.82\|41.90\|41.96\|39.88\|461718;2026-05-27\|43.43\|4.83\|42.50\|45.00\|41.84\|820977;2026-05-28\|44.00\|1.31\|43.51\|44.79\|42.10\|665107;2026-05-29\|44.82\|1.86\|44.31\|45.68\|42.92\|558550;2026-06-01\|40.34\|-10.00\|44.38\|44.38\|40.34\|496194;2026-06-02\|39.65\|-1.71\|39.54\|41.98\|39.01\|524131;2026-06-03\|43.62\|10.01\|41.40\|43.62\|41.38\|464414;2026-06-04\|45.76\|4.91\|44.11\|47.89\|43.62\|1069613;2026-06-05\|42.66\|-6.77\|45.25\|45.87\|42.42\|768625;2026-06-08\|38.78\|-9.10\|39.80\|41.30\|38.39\|624260;2026-06-09\|40.74\|5.05\|39.60\|41.15\|38.50\|477062;2026-06-10\|36.72\|-9.87\|39.70\|39.79\|36.68\|664993;2026-06-11\|35.17\|-4.22\|36.01\|36.67\|34.50\|601948;2026-06-12\|33.90\|-3.61\|36.34\|37.18\|33.90\|535207;2026-06-15\|36.25\|8.31\|34.51\|36.34\|34.00\|521172;2026-06-16\|36.85\|1.66\|36.22\|37.68\|35.45\|483755;2026-06-17\|37.08\|0.62\|36.11\|37.77\|35.55\|424962;2026-06-18\|37.51\|1.16\|37.11\|38.36\|37.11\|536968;2026-06-22\|37.49\|-0.05\|38.01\|38.71\|36.12\|582148;2026-06-23\|35.38\|-5.63\|37.81\|37.82\|35.29\|479070;2026-06-24\|36.60\|3.45\|34.90\|37.05\|34.45\|483036;2026-06-25\|36.19\|-1.12\|37.10\|37.45\|35.85\|392834;2026-06-26\|32.94\|-8.98\|35.83\|35.83\|32.86\|564002;2026-06-29\|30.81\|-6.47\|32.52\|33.27\|30.50\|702282;2026-06-30\|32.40\|5.16\|30.95\|33.13\|30.60\|419525;2026-07-01\|31.10\|-4.01\|32.49\|32.77\|30.77\|368777;2026-07-02\|28.71\|-7.68\|30.30\|30.43\|28.60\|430971;2026-07-03\|30.59\|6.55\|29.28\|31.43\|29.10\|481696;2026-07-06\|29.65\|-3.07\|30.82\|31.28\|29.11\|329484;2026-07-07\|29.19\|-1.55\|29.80\|29.98\|28.86\|251685;2026-07-08\|28.71\|-1.64\|29.46\|29.80\|28.09\|267984;2026-07-09\|31.00\|7.98\|29.20\|31.13\|28.40\|469383;2026-07-10\|30.36\|-2.06\|31.12\|31.86\|30.28\|360321;2026-07-13\|27.80\|-8.43\|29.91\|30.00\|27.33\|345027;2026-07-14\|28.90\|3.96\|28.07\|29.08\|27.34\|296874;2026-07-15\|27.28\|-5.61\|29.05\|29.08\|27.10\|271662;2026-07-16\|26.10\|-4.33\|26.47\|28.10\|25.94\|328207;2026-07-17\|24.37\|-6.63\|25.80\|26.07\|24.20\|381377;2026-07-20\|23.73\|-2.63\|24.88\|25.23\|23.19\|365886;2026-07-21\|25.29\|6.57\|24.03\|25.38\|21.83\|424479;2026-07-22\|24.39\|-3.56\|24.84\|25.61\|24.22\|315275;2026-07-23\|24.48\|0.37\|24.58\|25.18\|24.22\|190543;2026-07-24\|23.94\|-2.21\|23.85\|24.62\|23.60\|180078;2026-07-27\|24.77\|3.47\|23.92\|24.83\|23.86\|206159;2026-07-28\|23.21\|-6.30\|24.10\|24.49\|23.03\|224590;2026-07-29\|23.57\|1.55\|23.27\|23.75\|22.35\|292378;2026-07-30\|21.49\|-8.82\|23.26\|23.44\|21.40\|388732;2026-07-31\|21.97\|2.23\|22.56\|23.04\|21.96\|300486;2026-08-03\|22.02\|0.23\|21.56\|22.35\|21.56\|288119;2026-08-04\|23.60\|7.18\|22.40\|23.89\|22.09\|336526;2026-08-05\|25.96\|10.00\|22.99\|25.96\|22.99\|264956;2026-08-06\|27.52\|6.01\|25.96\|27.88\|25.80\|737955;2026-08-07\|27.61\|0.33\|27.56\|28.17\|27.10\|416292;2026-08-10\|27.68\|0.25\|27.86\|28.20\|26.91\|345129;2026-08-11\|27.22\|-1.66\|27.21\|28.25\|27.12\|262207;2026-08-12\|28.13\|3.34\|27.24\|28.29\|26.72\|307436;2026-08-13\|27.22\|-3.23\|28.69\|28.69\|27.08\|307538;2026-08-14\|27.59\|1.36\|27.46\|27.99\|26.96\|199654;2026-08-17\|28.95\|4.93\|27.97\|29.41\|27.90\|416407;2026-08-18\|28.69\|-0.90\|28.91\|29.95\|28.45\|321695;2026-08-19\|26.87\|-6.34\|27.77\|28.50\|26.54\|359880;2026-08-20\|27.27\|1.49\|27.22\|27.76\|26.68\|202542;2026-08-21\|27.22\|-0.18\|27.01\|27.88\|26.73\|190865;2026-08-24\|25.90\|-4.85\|27.33\|27.45\|25.33\|238786;2026-08-25\|26.45\|2.12\|25.54\|26.87\|25.01\|240599;2026-08-26\|26.70\|0.95\|26.46\|27.02\|26.24\|199291;2026-08-27\|27.55\|3.18\|27.26\|28.09\|26.90\|285316;2026-08-28\|26.99\|-2.03\|27.31\|28.49\|26.98\|279636;2026-08-31\|27.09\|0.37\|26.16\|27.09\|26.08\|262440;2026-09-01\|25.74\|-4.98\|26.91\|27.00\|25.69\|279111;2026-09-02\|25.50\|-0.93\|25.38\|25.77\|25.18\|168088;2026-09-03\|25.36\|-0.55\|25.75\|25.99\|25.03\|177835;2026-09-04\|24.73\|-2.48\|25.60\|26.10\|24.48\|254578;2026-09-07\|26.00\|5.14\|25.25\|26.27\|25.22\|336484;2026-09-08\|25.10\|-3.46\|26.05\|26.40\|24.98\|251633
124625	宇树科技申购日期确定	光刻胶颜料+有机颜料+PEEK材料行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-04-30\|16.70\|4.24\|16.08\|16.79\|16.08\|90120;2026-05-06\|17.10\|2.40\|16.94\|17.13\|16.61\|86711;2026-05-07\|17.71\|3.57\|17.11\|18.17\|17.10\|106745;2026-05-08\|17.45\|-1.47\|17.71\|17.71\|16.96\|72689;2026-05-11\|18.08\|3.61\|17.78\|18.50\|17.78\|111910;2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.24\|-1.87\|67.00\|67.98\|63.40\|167535;2026-07-16\|69.66\|6.78\|62.70\|71.00\|62.01\|271711;2026-07-17\|70.18\|0.75\|69.60\|76.59\|68.85\|303960;2026-07-20\|77.20\|10.00\|68.48\|77.20\|64.62\|328679;2026-07-21\|81.93\|6.13\|77.25\|84.00\|70.00\|327482;2026-07-22\|81.93\|0.00\|79.17\|85.02\|76.58\|242074;2026-07-23\|73.74\|-10.00\|78.36\|80.90\|73.74\|185725;2026-07-24\|75.91\|2.94\|70.21\|79.22\|70.21\|198829;2026-07-27\|68.32\|-10.00\|75.16\|75.34\|68.32\|180196;2026-07-28\|61.49\|-10.00\|67.95\|68.31\|61.49\|94227;2026-07-29\|55.34\|-10.00\|55.34\|55.34\|55.34\|9191;2026-07-30\|49.81\|-9.99\|49.81\|49.81\|49.81\|6692;2026-07-31\|46.80\|-6.04\|44.83\|53.93\|44.83\|336975;2026-08-03\|51.48\|10.00\|44.29\|51.48\|42.56\|319752;2026-08-04\|55.21\|7.25\|53.54\|55.48\|50.01\|267084;2026-08-05\|60.73\|10.00\|55.08\|60.73\|55.08\|124581;2026-08-06\|66.80\|10.00\|63.44\|66.80\|63.44\|170905;2026-08-07\|65.90\|-1.35\|69.13\|69.74\|64.00\|296380;2026-08-10\|68.38\|3.76\|67.05\|69.57\|64.08\|255155;2026-08-11\|75.22\|10.00\|68.86\|75.22\|67.91\|260262;2026-08-12\|77.70\|3.30\|75.22\|78.01\|71.60\|251452;2026-08-13\|76.00\|-2.19\|76.30\|79.87\|74.75\|231847;2026-08-14\|70.99\|-6.59\|75.77\|76.17\|70.20\|242023;2026-08-17\|78.09\|10.00\|72.41\|78.09\|72.41\|145219;2026-08-18\|85.90\|10.00\|81.90\|85.90\|80.30\|132348;2026-08-19\|83.27\|-3.06\|91.00\|92.85\|82.00\|311003;2026-08-20\|86.39\|3.75\|85.50\|89.89\|81.00\|256964;2026-08-21\|77.75\|-10.00\|88.10\|89.88\|77.75\|97938;2026-08-24\|69.98\|-9.99\|69.98\|78.95\|69.98\|141720;2026-08-25\|66.95\|-4.33\|67.01\|71.44\|65.56\|266750;2026-08-26\|66.06\|-1.33\|67.15\|67.94\|62.50\|264484;2026-08-27\|68.01\|2.95\|65.00\|68.86\|62.76\|295945;2026-08-28\|66.12\|-2.78\|66.89\|71.97\|65.69\|279328;2026-08-31\|65.42\|-1.06\|64.74\|68.50\|63.70\|200294;2026-09-01\|60.91\|-6.89\|65.93\|65.95\|60.51\|241483;2026-09-02\|58.30\|-4.29\|59.80\|60.70\|58.00\|192286;2026-09-03\|55.14\|-5.42\|58.27\|58.58\|55.01\|192318;2026-09-04\|52.76\|-4.32\|55.66\|57.36\|52.21\|175240;2026-09-07\|58.04\|10.01\|53.38\|58.04\|53.38\|136014;2026-09-08\|63.84\|9.99\|62.89\|63.84\|61.70\|67386

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