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
115389	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-03-03\|19.06\|-0.37\|19.07\|20.08\|19.00\|161249;2026-03-04\|18.86\|-1.05\|18.66\|19.34\|18.66\|76194;2026-03-05\|18.88\|0.11\|19.15\|19.38\|18.73\|54265;2026-03-06\|18.84\|-0.21\|18.71\|19.02\|18.59\|47609;2026-03-09\|18.18\|-3.50\|18.51\|18.59\|17.52\|79381;2026-03-10\|18.84\|3.63\|18.29\|18.87\|18.29\|62537;2026-03-11\|18.84\|0.00\|18.84\|19.35\|18.80\|53423;2026-03-12\|18.28\|-2.97\|18.80\|18.88\|18.10\|49619;2026-03-13\|18.23\|-0.27\|18.11\|18.45\|17.99\|45112;2026-03-16\|18.48\|1.37\|18.24\|18.49\|17.72\|54469;2026-03-17\|17.44\|-5.63\|18.49\|18.58\|17.44\|64239;2026-03-18\|18.15\|4.07\|17.44\|18.18\|17.44\|52350;2026-03-19\|17.50\|-3.58\|17.86\|17.99\|17.45\|43628;2026-03-20\|17.07\|-2.46\|17.50\|17.81\|17.05\|48763;2026-03-23\|15.63\|-8.44\|16.69\|16.75\|15.50\|85956;2026-03-24\|16.36\|4.67\|15.99\|16.40\|15.69\|62757;2026-03-25\|16.65\|1.77\|16.59\|16.92\|16.58\|36208;2026-03-26\|17.07\|2.52\|16.65\|17.61\|16.48\|98051;2026-03-27\|16.68\|-2.28\|16.80\|16.96\|16.50\|62008;2026-03-30\|16.97\|1.74\|16.42\|17.30\|16.26\|55653;2026-03-31\|16.66\|-1.83\|16.86\|17.00\|16.56\|30434;2026-04-01\|17.24\|3.48\|16.97\|17.29\|16.92\|39486;2026-04-02\|16.95\|-1.68\|17.12\|17.40\|16.80\|34291;2026-04-03\|16.82\|-0.77\|16.88\|17.20\|16.69\|35997;2026-04-07\|17.61\|4.70\|16.88\|17.75\|16.88\|52294;2026-04-08\|19.20\|9.03\|17.89\|19.35\|17.64\|126547;2026-04-09\|18.88\|-1.67\|19.00\|19.26\|18.78\|73678;2026-04-10\|18.74\|-0.74\|19.02\|19.14\|18.65\|47817;2026-04-13\|18.90\|0.85\|18.72\|19.27\|18.62\|47613;2026-04-14\|19.93\|5.45\|18.96\|20.75\|18.96\|168092;2026-04-15\|19.56\|-1.86\|19.94\|20.31\|19.48\|89701;2026-04-16\|19.51\|-0.26\|19.55\|19.76\|19.36\|75187;2026-04-17\|19.50\|-0.05\|19.48\|19.71\|19.23\|64626;2026-04-20\|19.37\|-0.67\|19.49\|19.76\|19.28\|62397;2026-04-21\|19.41\|0.21\|19.30\|19.83\|18.98\|63643;2026-04-22\|19.91\|2.58\|19.40\|20.15\|19.26\|88613;2026-04-23\|19.46\|-2.26\|20.06\|20.06\|19.34\|63439;2026-04-24\|19.45\|-0.05\|19.36\|20.12\|19.34\|81953;2026-04-27\|20.14\|3.55\|19.31\|20.14\|19.31\|87198;2026-04-28\|19.78\|-1.79\|20.00\|20.52\|19.72\|122236;2026-04-29\|19.70\|-0.40\|19.76\|19.90\|19.30\|87142;2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728
115388	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	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，供应仍处产能爬坡	2026-03-03\|29.08\|-5.92\|30.95\|31.69\|28.65\|156281;2026-03-04\|29.99\|3.13\|28.90\|31.99\|28.00\|207955;2026-03-05\|29.80\|-0.63\|30.61\|31.20\|29.22\|161141;2026-03-06\|28.95\|-2.85\|29.01\|30.28\|28.54\|100751;2026-03-09\|29.09\|0.48\|28.01\|29.59\|26.82\|113075;2026-03-10\|32.00\|10.00\|29.66\|32.00\|29.12\|89656;2026-03-11\|32.19\|0.59\|32.69\|33.66\|31.95\|157808;2026-03-12\|32.15\|-0.12\|32.50\|33.23\|31.83\|107004;2026-03-13\|32.11\|-0.12\|31.81\|33.19\|30.86\|106017;2026-03-16\|32.50\|1.21\|32.64\|32.79\|30.39\|113636;2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;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
115387	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-03-03\|94.00\|-5.16\|99.31\|100.28\|93.95\|59183;2026-03-04\|93.65\|-0.37\|93.01\|94.99\|92.71\|32334;2026-03-05\|94.98\|1.42\|94.94\|96.25\|94.53\|30977;2026-03-06\|95.57\|0.62\|94.52\|96.05\|94.50\|20239;2026-03-09\|95.66\|0.09\|94.00\|96.08\|92.22\|41836;2026-03-10\|97.37\|1.79\|96.25\|97.68\|95.60\|34085;2026-03-11\|95.98\|-1.43\|97.37\|97.59\|95.96\|28512;2026-03-12\|94.90\|-1.13\|96.02\|96.69\|94.58\|25473;2026-03-13\|93.67\|-1.30\|94.27\|94.78\|93.51\|21623;2026-03-16\|94.98\|1.40\|93.34\|95.34\|92.96\|29740;2026-03-17\|89.95\|-5.30\|95.00\|95.20\|89.40\|83049;2026-03-18\|90.49\|0.60\|89.90\|90.52\|88.88\|35030;2026-03-19\|88.04\|-2.71\|89.05\|89.76\|87.66\|42893;2026-03-20\|86.00\|-2.32\|88.20\|88.73\|86.00\|36850;2026-03-23\|81.22\|-5.56\|85.00\|85.32\|80.83\|55126;2026-03-24\|82.33\|1.37\|82.60\|82.77\|80.74\|39092;2026-03-25\|84.02\|2.05\|82.94\|84.38\|82.61\|32712;2026-03-26\|82.43\|-1.89\|84.00\|84.30\|82.07\|24415;2026-03-27\|83.22\|0.96\|80.74\|83.85\|80.74\|25649;2026-03-30\|82.35\|-1.05\|82.00\|82.91\|81.68\|24012;2026-03-31\|81.12\|-1.49\|82.02\|83.45\|81.10\|25093;2026-04-01\|83.14\|2.49\|82.53\|83.38\|82.36\|27990;2026-04-02\|81.15\|-2.39\|82.77\|82.96\|80.63\|26509;2026-04-03\|82.30\|1.42\|81.69\|83.35\|80.20\|40226;2026-04-07\|82.17\|-0.16\|82.37\|83.50\|81.71\|31661;2026-04-08\|85.48\|4.03\|84.12\|85.50\|83.63\|58582;2026-04-09\|84.20\|-1.50\|84.18\|84.96\|83.62\|34793;2026-04-10\|84.51\|0.37\|84.70\|85.80\|84.46\|43706;2026-04-13\|84.39\|-0.14\|83.01\|85.19\|83.00\|37624;2026-04-14\|86.36\|2.33\|85.00\|86.49\|84.82\|52667;2026-04-15\|85.25\|-1.29\|86.80\|86.88\|85.15\|45735;2026-04-16\|85.12\|-0.15\|85.32\|85.88\|84.50\|38548;2026-04-17\|85.85\|0.86\|84.80\|86.50\|83.59\|47373;2026-04-20\|87.70\|2.15\|85.88\|89.62\|85.53\|69022;2026-04-21\|85.50\|-2.51\|87.50\|87.50\|84.76\|46375;2026-04-22\|87.20\|1.99\|85.50\|87.33\|84.70\|46312;2026-04-23\|86.78\|-0.48\|87.20\|88.69\|86.25\|51244;2026-04-24\|87.15\|0.43\|86.41\|88.33\|85.59\|50646;2026-04-27\|92.77\|6.45\|88.00\|94.00\|87.50\|126069;2026-04-28\|82.60\|-10.96\|87.90\|87.90\|82.33\|163288;2026-04-29\|84.65\|2.48\|82.34\|85.60\|81.43\|97266;2026-04-30\|88.82\|4.93\|86.58\|90.50\|84.56\|143005;2026-05-06\|90.22\|1.58\|89.91\|92.70\|89.58\|114390;2026-05-07\|92.53\|2.56\|91.12\|92.98\|90.90\|92787;2026-05-08\|92.20\|-0.36\|92.00\|93.90\|91.09\|83592;2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606
115386	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-03-03\|262.90\|-7.10\|282.02\|285.00\|262.90\|121192;2026-03-04\|301.99\|14.87\|280.15\|306.75\|280.15\|268447;2026-03-05\|296.30\|-1.88\|308.02\|310.85\|295.23\|215079;2026-03-06\|306.00\|3.27\|294.82\|311.95\|293.95\|170814;2026-03-09\|330.12\|7.88\|297.98\|330.25\|297.50\|245495;2026-03-10\|333.51\|1.03\|337.00\|340.44\|324.68\|218075;2026-03-11\|324.59\|-2.67\|333.00\|333.88\|323.02\|164854;2026-03-12\|319.00\|-1.72\|323.50\|331.20\|315.01\|125112;2026-03-13\|326.17\|2.25\|318.00\|337.00\|316.03\|185629;2026-03-16\|346.80\|6.32\|326.00\|355.99\|322.00\|218770;2026-03-17\|331.90\|-4.30\|343.00\|345.27\|330.50\|153734;2026-03-18\|359.30\|8.26\|342.00\|365.00\|340.02\|242904;2026-03-19\|356.50\|-0.78\|348.00\|368.59\|342.56\|212698;2026-03-20\|330.10\|-7.41\|349.85\|351.49\|328.00\|218210;2026-03-23\|306.20\|-7.24\|310.00\|323.88\|305.00\|147699;2026-03-24\|323.50\|5.65\|310.00\|325.87\|291.40\|170982;2026-03-25\|338.16\|4.53\|322.88\|349.95\|320.00\|184208;2026-03-26\|327.00\|-3.30\|325.12\|334.58\|318.10\|142297;2026-03-27\|320.03\|-2.13\|310.00\|327.13\|308.02\|119604;2026-03-30\|315.00\|-1.57\|310.24\|329.80\|310.18\|126714;2026-03-31\|297.08\|-5.69\|302.00\|304.98\|291.00\|150635;2026-04-01\|299.11\|0.68\|319.00\|323.00\|295.09\|193446;2026-04-02\|289.44\|-3.23\|300.40\|305.01\|289.00\|117211;2026-04-03\|285.57\|-1.34\|291.50\|294.68\|285.08\|83677;2026-04-07\|297.50\|4.18\|290.82\|301.33\|288.14\|115131;2026-04-08\|323.92\|8.88\|318.11\|323.95\|306.69\|167878;2026-04-09\|325.50\|0.49\|316.75\|331.06\|315.00\|142436;2026-04-10\|341.30\|4.85\|333.00\|347.69\|330.80\|190471;2026-04-13\|354.50\|3.87\|340.16\|356.99\|338.60\|187119;2026-04-14\|381.51\|7.62\|357.91\|393.86\|355.00\|241660;2026-04-15\|371.57\|-2.61\|387.00\|387.51\|368.55\|192022;2026-04-16\|372.06\|0.13\|356.00\|375.18\|356.00\|154402;2026-04-17\|370.52\|-0.41\|366.00\|373.73\|358.00\|140091;2026-04-20\|375.21\|1.27\|369.00\|385.78\|367.00\|141627;2026-04-21\|375.96\|0.20\|378.00\|379.80\|363.33\|107650;2026-04-22\|382.74\|1.80\|378.22\|383.29\|373.00\|118444;2026-04-23\|358.19\|-6.41\|391.05\|393.00\|358.02\|187202;2026-04-24\|373.19\|4.19\|359.01\|382.60\|353.03\|164982;2026-04-27\|393.46\|5.43\|374.93\|399.88\|369.10\|189548;2026-04-28\|381.70\|-2.99\|399.99\|411.02\|381.50\|263435;2026-04-29\|414.30\|8.54\|381.10\|416.30\|380.01\|231871;2026-04-30\|401.12\|-3.18\|410.00\|414.00\|396.00\|189013;2026-05-06\|481.34\|20.00\|432.00\|481.34\|426.12\|263417;2026-05-07\|483.33\|0.41\|490.00\|508.58\|480.77\|308884;2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516
115385	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-03-03\|47.57\|1.71\|47.30\|49.89\|46.94\|1557580;2026-03-04\|47.86\|0.61\|45.91\|49.45\|45.91\|995265;2026-03-05\|48.70\|1.76\|49.30\|50.33\|48.22\|1147240;2026-03-06\|47.04\|-3.41\|48.10\|49.09\|46.86\|920253;2026-03-09\|45.00\|-4.34\|45.63\|45.63\|42.70\|1075819;2026-03-10\|46.00\|2.22\|46.00\|46.60\|45.35\|713216;2026-03-11\|46.81\|1.76\|46.46\|48.26\|46.33\|917879;2026-03-12\|45.73\|-2.31\|46.60\|47.68\|45.44\|653574;2026-03-13\|45.48\|-0.55\|45.27\|46.80\|44.79\|543064;2026-03-16\|45.75\|0.59\|45.31\|46.46\|44.15\|705271;2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528
115384	证监会批复同意长鑫科技首次公开发行股票注册	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-03-03\|28.73\|-7.71\|31.38\|31.63\|28.68\|796035;2026-03-04\|28.43\|-1.04\|28.30\|29.20\|28.16\|418747;2026-03-05\|28.93\|1.76\|29.10\|29.54\|28.73\|407345;2026-03-06\|28.88\|-0.17\|28.79\|29.13\|28.70\|316045;2026-03-09\|28.52\|-1.25\|28.15\|28.68\|27.66\|403709;2026-03-10\|29.35\|2.91\|28.95\|29.59\|28.90\|403699;2026-03-11\|29.15\|-0.68\|29.29\|29.50\|29.08\|298194;2026-03-12\|29.00\|-0.51\|29.03\|29.56\|28.78\|278043;2026-03-13\|28.56\|-1.52\|28.72\|29.15\|28.48\|252335;2026-03-16\|29.00\|1.54\|28.51\|29.02\|28.14\|280904;2026-03-17\|28.22\|-2.69\|29.07\|29.10\|28.20\|279485;2026-03-18\|28.57\|1.24\|28.40\|28.67\|28.00\|236625;2026-03-19\|27.86\|-2.49\|28.09\|28.17\|27.80\|245744;2026-03-20\|27.14\|-2.58\|27.99\|28.33\|27.11\|272395;2026-03-23\|25.85\|-4.75\|26.39\|26.84\|25.66\|349888;2026-03-24\|26.25\|1.55\|26.28\|26.35\|25.52\|239557;2026-03-25\|26.74\|1.87\|26.37\|26.93\|26.36\|258041;2026-03-26\|26.03\|-2.66\|26.61\|26.73\|25.95\|194334;2026-03-27\|26.14\|0.42\|25.58\|26.32\|25.52\|157255;2026-03-30\|25.95\|-0.73\|25.60\|25.96\|25.45\|206658;2026-03-31\|25.52\|-1.66\|25.79\|26.19\|25.50\|200707;2026-04-01\|25.99\|1.84\|26.05\|26.13\|25.75\|187399;2026-04-02\|25.19\|-3.08\|25.93\|25.94\|25.10\|211641;2026-04-03\|24.72\|-1.87\|25.21\|25.35\|24.70\|186276;2026-04-07\|25.07\|1.42\|24.83\|25.28\|24.83\|153594;2026-04-08\|26.48\|5.62\|25.81\|26.49\|25.68\|328036;2026-04-09\|26.22\|-0.98\|26.10\|26.43\|25.97\|227524;2026-04-10\|26.58\|1.37\|26.47\|26.79\|26.47\|242712;2026-04-13\|26.58\|0.00\|26.21\|26.75\|26.21\|174848;2026-04-14\|26.93\|1.32\|26.86\|27.07\|26.66\|242790;2026-04-15\|26.58\|-1.30\|27.12\|27.18\|26.46\|237014;2026-04-16\|26.68\|0.38\|26.61\|26.82\|26.55\|243952;2026-04-17\|26.94\|0.97\|26.61\|27.07\|26.46\|260024;2026-04-20\|27.35\|1.52\|26.95\|27.47\|26.94\|281833;2026-04-21\|27.08\|-0.99\|27.34\|27.34\|26.77\|219942;2026-04-22\|27.61\|1.96\|27.08\|27.62\|26.95\|320422;2026-04-23\|27.36\|-0.91\|27.61\|28.08\|27.30\|345595;2026-04-24\|27.82\|1.68\|27.47\|28.08\|27.41\|413094;2026-04-27\|28.93\|3.99\|28.07\|29.19\|27.70\|640711;2026-04-28\|28.44\|-1.69\|28.90\|29.31\|28.30\|498091;2026-04-29\|27.84\|-2.11\|28.10\|28.20\|27.44\|445115;2026-04-30\|28.90\|3.81\|28.68\|29.17\|28.42\|654211;2026-05-06\|29.66\|2.63\|29.60\|30.10\|29.40\|764756;2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332
115383	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批强化国产芯片产业信心，公司参股芯云科技ADC芯片切入电网稳定装置；涨停缘由：长鑫科技IPO落地标志国产存储产业链加速成熟，ADC芯片国产替代在电力系统实现突破应用；资金逻辑：资金聚焦具备真实产品落地能力的设备商，思源电气在电网侧芯片验证周期短、放量确定性高；风险提示：芯云科技为参股公司非并表主体，ADC芯片营收占比尚小，业绩兑现存在滞后性	公司为国内电力设备民企供应商龙头，参股公司芯云科技研发的 ADC 芯片具有 16 位高精度、高可靠性、多通道等特点，是首家适用国内电网稳定装置领域的国产化芯片	2026-03-03\|219.40\|-1.41\|221.84\|225.35\|218.88\|95305;2026-03-04\|224.89\|2.50\|216.44\|231.89\|216.44\|120490;2026-03-05\|230.70\|2.58\|224.99\|236.28\|224.77\|120474;2026-03-06\|233.51\|1.22\|228.82\|239.12\|228.60\|103383;2026-03-09\|229.06\|-1.91\|226.80\|230.03\|220.43\|110762;2026-03-10\|227.87\|-0.52\|229.42\|231.50\|224.00\|76564;2026-03-11\|220.96\|-3.03\|225.00\|226.82\|216.50\|119944;2026-03-12\|213.11\|-3.55\|218.42\|220.25\|210.50\|151892;2026-03-13\|211.40\|-0.80\|211.18\|214.88\|208.52\|87594;2026-03-16\|208.80\|-1.23\|211.38\|212.38\|201.38\|121154;2026-03-17\|211.45\|1.27\|209.71\|217.50\|207.89\|103148;2026-03-18\|219.63\|3.87\|212.00\|220.47\|211.94\|106153;2026-03-19\|211.10\|-3.88\|215.68\|218.50\|210.21\|82917;2026-03-20\|203.70\|-3.51\|212.05\|213.77\|203.00\|102293;2026-03-23\|201.80\|-0.93\|200.20\|205.50\|199.60\|108755;2026-03-24\|205.00\|1.59\|203.98\|208.99\|200.30\|86099;2026-03-25\|212.86\|3.83\|209.99\|215.70\|208.34\|88395;2026-03-26\|210.26\|-1.22\|211.68\|214.46\|209.17\|50862;2026-03-27\|208.24\|-0.96\|207.83\|210.68\|204.10\|56242;2026-03-30\|206.04\|-1.06\|206.10\|207.35\|200.51\|95207;2026-03-31\|202.00\|-1.96\|205.98\|208.03\|199.87\|103435;2026-04-01\|209.00\|3.47\|207.00\|209.93\|205.44\|84073;2026-04-02\|209.60\|0.29\|208.00\|213.03\|207.01\|83352;2026-04-03\|209.51\|-0.04\|211.43\|212.89\|207.10\|50198;2026-04-07\|200.20\|-4.44\|207.97\|209.31\|198.00\|128910;2026-04-08\|206.74\|3.27\|206.50\|207.47\|203.70\|133453;2026-04-09\|202.68\|-1.96\|202.70\|206.62\|200.08\|93793;2026-04-10\|210.33\|3.77\|205.00\|212.88\|204.99\|125944;2026-04-13\|200.55\|-4.65\|207.40\|208.50\|198.15\|158422;2026-04-14\|206.01\|2.72\|203.00\|207.64\|200.95\|106900;2026-04-15\|209.58\|1.73\|207.64\|216.67\|206.49\|116144;2026-04-16\|215.88\|3.01\|209.58\|216.88\|207.65\|105640;2026-04-17\|213.80\|-0.96\|215.97\|218.87\|212.11\|102773;2026-04-20\|217.82\|1.88\|210.00\|218.00\|200.00\|174468;2026-04-21\|216.24\|-0.73\|217.00\|217.88\|211.70\|96542;2026-04-22\|221.56\|2.46\|215.01\|222.24\|212.20\|133742;2026-04-23\|223.99\|1.10\|227.00\|232.28\|217.09\|134807;2026-04-24\|222.13\|-0.83\|222.95\|226.60\|219.01\|90157;2026-04-27\|207.48\|-6.60\|213.88\|215.47\|205.00\|255391;2026-04-28\|195.25\|-5.89\|207.23\|207.40\|194.10\|208111;2026-04-29\|196.86\|0.82\|195.00\|197.77\|193.47\|98697;2026-04-30\|195.00\|-0.94\|196.90\|198.86\|191.45\|113536;2026-05-06\|206.00\|5.64\|198.90\|211.16\|198.10\|155049;2026-05-07\|206.68\|0.33\|206.15\|207.80\|200.01\|99286;2026-05-08\|198.10\|-4.15\|203.98\|203.98\|195.20\|118221;2026-05-11\|196.16\|-0.98\|198.11\|200.21\|194.35\|131207;2026-05-12\|198.35\|1.12\|196.15\|201.18\|192.70\|108136;2026-05-13\|207.20\|4.46\|199.94\|208.00\|195.40\|140270;2026-05-14\|202.80\|-2.12\|208.85\|211.16\|202.80\|108016;2026-05-15\|190.00\|-6.31\|202.74\|202.80\|188.00\|178260;2026-05-18\|192.57\|1.35\|188.02\|197.30\|187.10\|113739;2026-05-19\|194.99\|1.26\|193.87\|196.50\|189.18\|83908;2026-05-20\|205.30\|5.29\|194.00\|206.50\|193.14\|192162;2026-05-21\|198.82\|-3.16\|205.30\|209.60\|198.61\|113194;2026-05-22\|197.14\|-0.84\|201.01\|201.85\|196.18\|74519;2026-05-25\|203.36\|3.16\|198.06\|204.60\|198.06\|105258;2026-05-26\|194.10\|-4.55\|202.88\|202.88\|193.31\|122137;2026-05-27\|197.82\|1.92\|196.19\|206.91\|194.60\|127231;2026-05-28\|204.90\|3.58\|198.45\|206.85\|196.55\|128162;2026-05-29\|202.15\|-1.34\|208.00\|208.56\|201.00\|128681;2026-06-01\|216.00\|6.85\|205.50\|219.81\|203.50\|217503;2026-06-02\|206.27\|-4.50\|214.19\|214.49\|204.00\|117383;2026-06-03\|194.13\|-5.89\|204.10\|204.27\|191.90\|195323;2026-06-04\|192.80\|-0.69\|190.01\|198.77\|190.00\|112148;2026-06-05\|177.49\|-7.94\|191.05\|192.78\|176.46\|226660;2026-06-08\|177.59\|0.06\|170.00\|183.48\|170.00\|143939;2026-06-09\|183.30\|3.22\|180.00\|185.00\|177.50\|102596;2026-06-10\|175.00\|-4.53\|180.80\|180.80\|172.28\|108011;2026-06-11\|172.00\|-1.71\|174.97\|175.29\|170.00\|58742;2026-06-12\|173.30\|0.76\|174.33\|176.82\|171.15\|89080;2026-06-15\|178.00\|2.71\|173.50\|178.50\|170.37\|110722;2026-06-16\|174.48\|-1.98\|176.50\|180.80\|174.00\|101719;2026-06-17\|186.93\|7.14\|180.01\|188.98\|180.01\|173215;2026-06-18\|190.20\|1.75\|189.00\|197.88\|188.71\|137376;2026-06-22\|201.20\|5.78\|194.01\|203.00\|193.55\|178070;2026-06-23\|193.00\|-4.08\|201.34\|205.90\|191.20\|116749;2026-06-24\|187.00\|-3.11\|191.14\|192.70\|184.00\|102347;2026-06-25\|188.50\|0.80\|185.01\|196.36\|185.00\|98798;2026-06-26\|175.12\|-7.10\|185.55\|188.50\|174.58\|161665;2026-06-29\|173.89\|-0.70\|171.04\|174.49\|168.33\|128535;2026-06-30\|173.00\|-0.51\|172.87\|175.48\|170.00\|105172;2026-07-01\|165.77\|-4.18\|174.00\|176.50\|165.00\|137000;2026-07-02\|155.44\|-6.23\|162.46\|164.30\|155.02\|129679;2026-07-03\|167.65\|7.86\|155.40\|169.97\|154.38\|166522;2026-07-06\|174.20\|3.91\|169.00\|179.80\|168.93\|141578;2026-07-07\|165.95\|-4.74\|174.20\|176.20\|165.51\|102847;2026-07-08\|156.84\|-5.09\|167.44\|169.88\|156.58\|89608;2026-07-09\|159.30\|1.57\|158.02\|159.99\|152.60\|116672;2026-07-10\|151.73\|-4.75\|159.39\|162.00\|151.36\|125488
115382	证监会批复同意长鑫科技首次公开发行股票注册	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-03-03\|147.89\|-7.24\|160.06\|160.96\|147.67\|522090;2026-03-04\|150.31\|1.64\|147.00\|154.84\|147.00\|407251;2026-03-05\|152.63\|1.54\|156.51\|156.83\|151.11\|302019;2026-03-06\|151.61\|-0.67\|150.88\|154.68\|150.63\|210908;2026-03-09\|148.18\|-2.26\|145.00\|149.28\|140.83\|365598;2026-03-10\|152.98\|3.24\|152.99\|154.02\|150.86\|305722;2026-03-11\|149.80\|-2.08\|154.09\|154.31\|149.32\|251905;2026-03-12\|147.85\|-1.30\|149.05\|151.09\|146.29\|235286;2026-03-13\|146.50\|-0.91\|146.77\|150.45\|145.24\|265749;2026-03-16\|152.50\|4.10\|147.00\|153.71\|145.40\|409655;2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|83099251
115381	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中；一季度净利润同比增长197.2%	2026-03-03\|333.50\|-4.48\|350.02\|354.89\|332.80\|110988;2026-03-04\|332.74\|-0.23\|329.00\|338.60\|328.33\|67463;2026-03-05\|340.49\|2.33\|340.01\|349.90\|335.50\|94851;2026-03-06\|336.30\|-1.23\|338.00\|346.00\|335.33\|67291;2026-03-09\|323.71\|-3.74\|327.00\|327.00\|315.04\|113508;2026-03-10\|327.29\|1.11\|332.00\|337.48\|324.25\|91039;2026-03-11\|320.30\|-2.14\|325.00\|326.74\|317.00\|95988;2026-03-12\|315.33\|-1.55\|320.00\|326.29\|313.33\|72846;2026-03-13\|312.93\|-0.76\|312.14\|316.29\|309.07\|66910;2026-03-16\|320.77\|2.51\|314.99\|321.44\|303.10\|108614;2026-03-17\|313.01\|-2.42\|318.80\|324.89\|312.80\|78428;2026-03-18\|320.93\|2.53\|315.00\|322.38\|314.00\|89185;2026-03-19\|314.10\|-2.13\|316.00\|318.88\|312.50\|58670;2026-03-20\|309.30\|-1.53\|315.67\|319.90\|308.84\|86019;2026-03-23\|297.50\|-3.82\|303.00\|308.93\|295.05\|101174;2026-03-24\|300.45\|0.99\|302.00\|304.50\|293.67\|84297;2026-03-25\|311.58\|3.70\|305.00\|314.87\|303.10\|86427;2026-03-26\|306.00\|-1.79\|308.52\|311.58\|305.01\|59026;2026-03-27\|305.61\|-0.13\|301.39\|310.80\|299.52\|65321;2026-03-30\|316.74\|3.64\|303.03\|322.22\|301.01\|103700;2026-03-31\|306.38\|-3.27\|318.00\|322.98\|306.09\|80954;2026-04-01\|313.54\|2.34\|314.33\|318.88\|310.63\|74212;2026-04-02\|299.19\|-4.58\|312.00\|312.00\|296.03\|86839;2026-04-03\|293.50\|-1.90\|303.48\|303.48\|292.33\|58920;2026-04-07\|293.60\|0.03\|294.00\|300.29\|292.34\|59465;2026-04-08\|317.69\|8.21\|305.00\|322.25\|304.50\|158121;2026-04-09\|321.30\|1.14\|314.03\|329.39\|311.03\|131581;2026-04-10\|324.00\|0.84\|326.30\|331.63\|322.92\|92571;2026-04-13\|316.58\|-2.29\|322.00\|323.49\|315.69\|93634;2026-04-14\|324.50\|2.50\|321.58\|329.76\|320.06\|127950;2026-04-15\|320.36\|-1.28\|327.95\|334.66\|319.00\|137646;2026-04-16\|318.50\|-0.58\|323.10\|324.50\|316.00\|105012;2026-04-17\|314.00\|-1.41\|316.50\|320.30\|309.20\|138602;2026-04-20\|313.54\|-0.15\|309.58\|317.50\|303.88\|113499;2026-04-21\|308.88\|-1.49\|314.85\|314.95\|305.58\|95884;2026-04-22\|319.99\|3.60\|308.88\|320.78\|308.18\|153356;2026-04-23\|315.05\|-1.54\|322.00\|323.80\|311.00\|117909;2026-04-24\|323.38\|2.64\|317.00\|327.80\|309.50\|172672;2026-04-27\|352.01\|8.85\|329.13\|355.00\|322.78\|262271;2026-04-28\|362.27\|2.91\|353.02\|373.11\|353.01\|213024;2026-04-29\|359.76\|-0.69\|358.92\|364.00\|349.53\|144079;2026-04-30\|376.30\|4.60\|360.00\|379.00\|355.55\|191654;2026-05-06\|383.30\|1.86\|400.00\|412.22\|381.20\|237892;2026-05-07\|384.60\|0.34\|390.00\|393.00\|377.27\|170080;2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|37994710
115380	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批，带动晶圆代工环节关注度提升，公司作为国内主流12英寸代工厂直接受益；涨停缘由：长鑫科技扩产需匹配先进制程代工能力，晶合集成在成熟制程及特色工艺领域具备产能承接潜力；资金逻辑：资金提前布局国产IDM与代工协同主线，晶合集成估值处于历史低位，弹性空间大；风险提示：公司尚未公告与长鑫科技直接合作，当前产能利用率承压，盈利修复仍需时间	公司主要从事12英寸晶圆代工业务	2026-03-03\|31.53\|-6.22\|33.97\|34.29\|31.41\|393094;2026-03-04\|30.87\|-2.09\|31.20\|31.98\|30.46\|271094;2026-03-05\|32.60\|5.60\|31.83\|33.41\|31.72\|443121;2026-03-06\|32.69\|0.28\|32.50\|33.13\|32.34\|204125;2026-03-09\|32.03\|-2.02\|31.50\|32.22\|30.79\|260068;2026-03-10\|32.54\|1.59\|32.68\|32.97\|32.19\|176794;2026-03-11\|32.43\|-0.34\|32.55\|33.21\|32.32\|197810;2026-03-12\|32.75\|0.99\|32.25\|33.72\|32.20\|397928;2026-03-13\|32.15\|-1.83\|32.36\|34.10\|31.81\|344109;2026-03-16\|32.63\|1.49\|32.00\|33.30\|31.00\|346982;2026-03-17\|30.62\|-6.16\|32.51\|32.66\|30.55\|322667;2026-03-18\|31.13\|1.67\|30.86\|31.30\|30.47\|186752;2026-03-19\|29.96\|-3.76\|30.12\|30.50\|29.80\|236978;2026-03-20\|29.39\|-1.90\|30.26\|30.54\|29.33\|209447;2026-03-23\|27.98\|-4.80\|28.65\|29.26\|27.60\|278201;2026-03-24\|28.60\|2.22\|28.53\|28.65\|27.55\|196853;2026-03-25\|28.84\|0.84\|28.83\|29.35\|28.59\|234504;2026-03-26\|27.94\|-3.12\|28.60\|28.66\|27.80\|180409;2026-03-27\|28.08\|0.50\|27.20\|28.35\|27.08\|143433;2026-03-30\|27.25\|-2.96\|27.51\|27.76\|27.01\|196976;2026-03-31\|26.38\|-3.19\|27.16\|27.55\|26.35\|236656;2026-04-01\|28.44\|7.81\|27.28\|29.06\|26.94\|400712;2026-04-02\|28.99\|1.93\|28.24\|29.73\|27.87\|435692;2026-04-03\|28.45\|-1.86\|29.20\|29.79\|28.40\|238382;2026-04-07\|28.31\|-0.49\|28.50\|28.88\|28.05\|229440;2026-04-08\|30.36\|7.24\|29.36\|30.42\|29.10\|350222;2026-04-09\|30.22\|-0.46\|29.87\|30.55\|29.70\|227318;2026-04-10\|30.15\|-0.23\|30.72\|30.87\|30.10\|207489;2026-04-13\|29.67\|-1.59\|29.72\|30.34\|29.63\|164440;2026-04-14\|29.90\|0.78\|30.09\|30.54\|29.66\|199532;2026-04-15\|29.53\|-1.24\|30.36\|30.70\|29.42\|251108;2026-04-16\|29.85\|1.08\|29.58\|29.95\|29.40\|174963;2026-04-17\|29.83\|-0.07\|29.69\|30.40\|29.40\|233585;2026-04-20\|30.27\|1.48\|30.18\|30.68\|29.75\|268480;2026-04-21\|30.11\|-0.53\|30.27\|30.38\|29.42\|236216;2026-04-22\|31.17\|3.52\|29.98\|31.58\|29.77\|329734;2026-04-23\|30.14\|-3.30\|31.05\|31.27\|29.81\|302594;2026-04-24\|29.65\|-1.63\|28.85\|31.00\|28.35\|541743;2026-04-27\|32.00\|7.93\|29.95\|32.61\|29.80\|569489;2026-04-28\|31.41\|-1.84\|31.83\|31.85\|30.65\|382158;2026-04-29\|31.61\|0.64\|31.34\|32.28\|30.64\|322968;2026-04-30\|33.80\|6.93\|31.92\|34.04\|31.51\|547471;2026-05-06\|33.31\|-1.45\|34.00\|34.99\|33.06\|715438;2026-05-07\|34.06\|2.25\|33.51\|34.48\|32.68\|512311;2026-05-08\|33.28\|-2.29\|33.60\|34.10\|32.96\|377946;2026-05-11\|36.05\|8.32\|34.00\|36.89\|33.93\|743219;2026-05-12\|35.75\|-0.83\|35.93\|36.98\|35.30\|447676;2026-05-13\|36.79\|2.91\|35.28\|37.15\|34.56\|538479;2026-05-14\|39.10\|6.28\|37.50\|40.94\|37.50\|990458;2026-05-15\|39.22\|0.31\|39.70\|41.25\|38.78\|787465;2026-05-18\|40.90\|4.28\|40.00\|42.50\|39.26\|821527;2026-05-19\|41.02\|0.29\|39.87\|41.27\|37.89\|606272;2026-05-20\|42.88\|4.53\|40.77\|43.02\|40.19\|956869;2026-05-21\|38.98\|-9.10\|42.11\|42.39\|38.84\|860130;2026-05-22\|39.00\|0.05\|39.89\|40.06\|38.39\|551635;2026-05-25\|42.91\|10.03\|39.12\|44.35\|39.03\|752535;2026-05-26\|41.62\|-3.01\|42.80\|42.80\|40.42\|506944;2026-05-27\|43.00\|3.32\|42.20\|44.73\|41.99\|644422;2026-05-28\|47.53\|10.53\|42.14\|48.99\|42.09\|915096;2026-05-29\|45.56\|-4.14\|46.85\|48.65\|44.67\|686261;2026-06-01\|42.43\|-6.87\|44.74\|45.08\|42.05\|579514;2026-06-02\|42.10\|-0.78\|42.20\|43.19\|40.90\|380406;2026-06-03\|41.16\|-2.23\|42.04\|43.08\|40.60\|460278;2026-06-04\|42.23\|2.60\|40.50\|43.86\|40.24\|356621;2026-06-05\|40.44\|-4.24\|41.60\|41.66\|39.98\|378822;2026-06-08\|38.09\|-5.81\|38.28\|40.60\|37.68\|388007;2026-06-09\|39.54\|3.81\|39.32\|39.99\|38.50\|238346;2026-06-10\|38.41\|-2.86\|39.01\|39.50\|37.44\|293810;2026-06-11\|37.91\|-1.30\|38.25\|39.36\|37.12\|329815;2026-06-12\|40.50\|6.83\|39.40\|44.13\|39.16\|770179;2026-06-15\|42.75\|5.56\|41.64\|43.48\|40.65\|458059;2026-06-16\|42.10\|-1.52\|42.75\|42.79\|41.03\|364898;2026-06-17\|46.43\|10.29\|41.93\|46.80\|41.30\|567102;2026-06-18\|49.96\|7.60\|46.33\|51.86\|45.72\|637190;2026-06-22\|52.80\|5.68\|50.86\|53.35\|49.00\|545025;2026-06-23\|55.38\|4.89\|51.80\|58.00\|51.51\|633854;2026-06-24\|57.20\|3.29\|54.00\|59.98\|53.50\|590032;2026-06-25\|58.21\|1.77\|57.27\|58.95\|55.62\|487153;2026-06-26\|58.11\|-0.17\|56.98\|61.03\|55.46\|609695;2026-06-29\|59.26\|1.98\|58.00\|60.39\|54.30\|597026;2026-06-30\|59.03\|-0.39\|59.94\|60.29\|58.23\|408922;2026-07-01\|61.28\|3.81\|59.28\|67.33\|57.00\|773861;2026-07-02\|60.43\|-1.39\|59.24\|66.56\|57.50\|824684;2026-07-03\|61.10\|1.11\|62.00\|65.99\|61.00\|796690;2026-07-06\|61.48\|0.62\|62.30\|63.30\|54.89\|868245;2026-07-07\|60.10\|-2.24\|59.51\|62.92\|58.56\|467375;2026-07-08\|58.51\|-2.65\|60.55\|61.77\|55.18\|520284;2026-07-09\|65.21\|11.45\|61.75\|65.31\|58.43\|721844;2026-07-10\|54.12\|-17.01\|65.21\|65.21\|53.96\|108938625
115379	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批提振全产业链信心，公司IMU测试设备进入推广阶段，切入MEMS传感器检测关键环节；涨停缘由：长鑫科技等国产晶圆厂扩产拉动测试设备需求，燕麦科技在MEMS和SiP测试领域已形成技术卡位；资金逻辑：资金偏好具备细分赛道验证能力的设备商，IMU测试设备属新兴增量市场，客户导入节奏加快；风险提示：IMU设备尚处推广初期，订单规模有限，公司整体测试设备营收仍以传统IC为主	公司半导体测试设备已覆盖MEMS传感器、SiP芯片、IC载板三大方向，IMU测试设备进入推广阶段	2026-03-03\|57.28\|1.92\|57.50\|61.58\|56.99\|157059;2026-03-04\|57.14\|-0.24\|56.20\|59.95\|55.58\|91907;2026-03-05\|54.22\|-5.11\|57.77\|58.60\|53.68\|129805;2026-03-06\|53.24\|-1.81\|53.21\|55.22\|52.03\|76739;2026-03-09\|50.83\|-4.53\|50.42\|51.49\|48.12\|89759;2026-03-10\|53.39\|5.04\|52.86\|53.85\|52.00\|73127;2026-03-11\|53.39\|0.00\|53.30\|55.45\|52.75\|74326;2026-03-12\|51.55\|-3.45\|52.62\|53.85\|50.92\|57039;2026-03-13\|49.53\|-3.92\|50.90\|51.70\|49.53\|50898;2026-03-16\|49.66\|0.26\|49.57\|49.72\|47.70\|54306;2026-03-17\|45.93\|-7.51\|50.80\|50.80\|45.80\|64667;2026-03-18\|48.72\|6.07\|46.71\|49.38\|46.28\|62967;2026-03-19\|47.79\|-1.91\|47.56\|49.64\|47.56\|50075;2026-03-20\|47.84\|0.10\|49.00\|50.99\|47.80\|62499;2026-03-23\|44.10\|-7.82\|46.01\|46.98\|43.62\|75053;2026-03-24\|45.66\|3.54\|45.13\|45.79\|43.86\|44025;2026-03-25\|47.66\|4.38\|46.99\|49.24\|46.99\|54463;2026-03-26\|49.19\|3.21\|48.49\|50.96\|48.15\|77335;2026-03-27\|49.54\|0.71\|48.28\|50.66\|47.61\|59369;2026-03-30\|49.61\|0.14\|48.30\|49.72\|47.82\|37294;2026-03-31\|47.12\|-5.02\|49.54\|49.54\|47.08\|47032;2026-04-01\|51.49\|9.27\|48.79\|51.65\|48.50\|71009;2026-04-02\|49.99\|-2.91\|51.69\|52.70\|49.70\|56034;2026-04-03\|52.29\|4.60\|51.00\|54.00\|50.51\|82012;2026-04-07\|52.53\|0.46\|53.20\|54.77\|51.88\|74140;2026-04-08\|56.33\|7.23\|54.20\|56.83\|52.89\|94522;2026-04-09\|60.78\|7.90\|55.00\|64.40\|54.90\|136950;2026-04-10\|59.10\|-2.76\|59.91\|61.41\|58.03\|106850;2026-04-13\|64.00\|8.29\|58.57\|64.20\|58.57\|108296;2026-04-14\|62.76\|-1.94\|63.00\|63.80\|61.50\|81942;2026-04-15\|60.66\|-3.35\|62.76\|63.94\|60.16\|91260;2026-04-16\|61.35\|1.14\|60.66\|61.87\|59.74\|66165;2026-04-17\|63.84\|4.06\|61.99\|68.58\|61.99\|112982;2026-04-20\|63.15\|-1.08\|63.33\|65.00\|61.70\|81543;2026-04-21\|66.95\|6.02\|62.95\|67.50\|62.64\|85460;2026-04-22\|69.43\|3.70\|66.90\|70.50\|66.71\|85809;2026-04-23\|67.15\|-3.28\|68.86\|70.49\|66.20\|87910;2026-04-24\|68.75\|2.38\|66.68\|73.78\|66.68\|104432;2026-04-27\|68.96\|0.31\|66.50\|71.30\|63.80\|110310;2026-04-28\|67.33\|-2.36\|68.65\|69.49\|66.53\|65407;2026-04-29\|68.92\|2.36\|67.20\|70.61\|66.30\|69638;2026-04-30\|70.07\|1.67\|69.50\|70.59\|67.30\|77870;2026-05-06\|78.50\|12.03\|72.00\|82.00\|70.01\|121792;2026-05-07\|84.35\|7.45\|79.82\|88.60\|76.88\|112221;2026-05-08\|82.70\|-1.96\|84.35\|85.95\|82.00\|75717;2026-05-11\|81.90\|-0.97\|82.00\|83.55\|80.49\|74701;2026-05-12\|83.80\|2.32\|83.00\|85.63\|80.00\|81965;2026-05-13\|85.78\|2.36\|81.48\|85.88\|80.70\|75757;2026-05-14\|88.68\|3.38\|87.40\|92.00\|84.57\|97021;2026-05-15\|86.00\|-3.02\|89.10\|93.11\|84.39\|99570;2026-05-18\|91.40\|6.28\|84.36\|92.65\|82.70\|88989;2026-05-19\|91.70\|0.33\|90.49\|93.40\|86.19\|80604;2026-05-20\|103.08\|12.41\|92.02\|109.00\|91.90\|110807;2026-05-21\|92.44\|-10.32\|104.26\|106.00\|92.44\|90465;2026-05-22\|98.30\|6.34\|94.00\|99.80\|91.02\|72770;2026-05-25\|100.43\|2.17\|98.36\|105.00\|94.68\|82043;2026-05-26\|96.00\|-4.41\|98.89\|100.00\|93.41\|62154;2026-05-27\|88.65\|-7.66\|97.00\|101.48\|88.01\|84336;2026-05-28\|88.66\|0.01\|86.40\|90.90\|85.00\|86780;2026-05-29\|87.00\|-1.87\|91.00\|94.30\|85.53\|85988;2026-06-01\|80.07\|-7.97\|88.99\|88.99\|79.20\|93376;2026-06-02\|81.64\|1.96\|79.51\|83.18\|78.80\|56136;2026-06-03\|82.90\|2.23\|85.70\|86.63\|80.56\|82285;2026-06-04\|84.49\|1.92\|81.00\|85.38\|80.50\|58242;2026-06-05\|81.30\|-3.78\|83.20\|85.50\|80.72\|56475;2026-06-08\|78.20\|-3.81\|76.00\|81.69\|75.20\|50880;2026-06-09\|79.88\|2.15\|80.10\|80.99\|76.76\|44160;2026-06-10\|78.22\|-2.08\|78.00\|80.62\|75.56\|45936;2026-06-11\|77.73\|-0.63\|78.48\|80.85\|76.50\|47575;2026-06-12\|75.95\|-2.29\|82.04\|85.00\|75.27\|65819;2026-06-15\|82.05\|8.03\|76.92\|83.45\|76.92\|71987;2026-06-16\|85.50\|4.20\|82.39\|85.78\|81.01\|71894;2026-06-17\|94.30\|10.29\|84.08\|94.95\|83.85\|111513;2026-06-18\|92.60\|-1.80\|94.01\|96.88\|92.40\|81779;2026-06-22\|95.99\|3.66\|94.90\|96.11\|87.10\|113778;2026-06-23\|91.36\|-4.82\|95.99\|98.80\|89.30\|74722;2026-06-24\|96.95\|6.12\|90.00\|98.06\|87.50\|78868;2026-06-25\|93.94\|-3.10\|97.51\|97.51\|92.82\|68867;2026-06-26\|90.18\|-4.00\|91.29\|94.98\|89.18\|55266;2026-06-29\|83.60\|-7.30\|89.61\|90.90\|79.05\|76816;2026-06-30\|83.99\|0.47\|84.00\|88.22\|83.00\|60308;2026-07-01\|80.11\|-4.62\|84.00\|85.48\|79.58\|55331;2026-07-02\|73.13\|-8.71\|76.10\|79.39\|72.52\|58392;2026-07-03\|70.82\|-3.16\|73.13\|75.80\|70.81\|60382;2026-07-06\|68.60\|-3.13\|72.65\|72.90\|66.66\|48061;2026-07-07\|65.35\|-4.74\|69.74\|69.74\|63.66\|44480;2026-07-08\|63.95\|-2.14\|65.68\|66.47\|62.30\|36936;2026-07-09\|66.20\|3.52\|64.92\|66.80\|60.40\|60588;2026-07-10\|64.12\|-3.14\|66.00\|71.10\|64.12\|5828194
115378	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批强化国产半导体制造信心，公司作为掩膜版核心供应商深度服务中芯国际、士兰微等客户；涨停缘由：掩膜版是晶圆制造关键耗材，长鑫科技量产将拉动上游配套需求，清溢光电在集成电路掩膜版领域市占率持续提升；资金逻辑：资金挖掘国产替代纵深环节，掩膜版国产化率仍偏低，公司技术壁垒高、客户黏性强；风险提示：掩膜版行业周期性明显，下游晶圆厂资本开支节奏变化将直接影响订单能见度	公司主营凸块掩膜版，集成电路代工掩膜版等，主要应用于半导体芯片行业，主要客户有士兰微、中芯国际等	2026-03-03\|28.53\|-7.91\|30.99\|31.04\|28.48\|79093;2026-03-04\|27.80\|-2.56\|27.99\|28.77\|27.65\|43723;2026-03-05\|29.10\|4.68\|28.40\|30.27\|28.33\|68536;2026-03-06\|28.89\|-0.72\|28.83\|29.32\|28.57\|40498;2026-03-09\|28.26\|-2.18\|28.02\|28.43\|27.14\|47414;2026-03-10\|29.23\|3.43\|28.80\|29.46\|28.80\|36708;2026-03-11\|28.88\|-1.20\|29.35\|29.88\|28.80\|32104;2026-03-12\|28.47\|-1.42\|28.87\|29.09\|28.18\|31494;2026-03-13\|28.35\|-0.42\|28.20\|28.89\|28.01\|24960;2026-03-16\|28.93\|2.05\|28.15\|28.93\|27.74\|34147;2026-03-17\|27.97\|-3.32\|28.86\|28.90\|27.90\|28272;2026-03-18\|28.75\|2.79\|28.09\|28.84\|28.04\|27657;2026-03-19\|28.26\|-1.70\|28.30\|28.61\|27.95\|22231;2026-03-20\|27.63\|-2.23\|28.40\|28.79\|27.60\|35653;2026-03-23\|25.88\|-6.33\|26.88\|27.04\|25.83\|40473;2026-03-24\|26.11\|0.89\|26.55\|26.57\|25.30\|35667;2026-03-25\|26.82\|2.72\|26.20\|27.15\|26.20\|30302;2026-03-26\|26.16\|-2.46\|26.72\|26.98\|25.95\|19483;2026-03-27\|26.50\|1.30\|25.75\|26.68\|25.58\|18154;2026-03-30\|26.60\|0.38\|25.90\|26.64\|25.83\|16603;2026-03-31\|25.91\|-2.59\|26.45\|26.67\|25.88\|15581;2026-04-01\|26.83\|3.55\|26.48\|26.87\|26.35\|23610;2026-04-02\|25.71\|-4.17\|26.56\|26.80\|25.51\|29405;2026-04-03\|25.99\|1.09\|25.85\|26.29\|25.62\|18920;2026-04-07\|26.29\|1.15\|25.96\|26.46\|25.76\|18715;2026-04-08\|27.66\|5.21\|27.00\|27.66\|26.83\|35197;2026-04-09\|27.59\|-0.25\|27.39\|27.85\|27.23\|23465;2026-04-10\|27.51\|-0.29\|27.76\|28.08\|27.48\|21251;2026-04-13\|27.37\|-0.51\|27.30\|27.68\|27.22\|22039;2026-04-14\|27.99\|2.27\|27.66\|28.24\|27.66\|25114;2026-04-15\|27.67\|-1.14\|28.28\|28.28\|27.63\|19626;2026-04-16\|28.08\|1.48\|27.66\|28.22\|27.61\|19829;2026-04-17\|28.56\|1.71\|27.99\|28.65\|27.88\|24859;2026-04-20\|28.50\|-0.21\|28.41\|28.75\|28.33\|23239;2026-04-21\|28.54\|0.14\|28.38\|28.56\|28.07\|20409;2026-04-22\|30.88\|8.20\|28.54\|31.54\|28.40\|127170;2026-04-23\|29.45\|-4.63\|30.30\|30.38\|29.29\|71530;2026-04-24\|29.68\|0.78\|29.35\|30.23\|29.21\|52789;2026-04-27\|30.49\|2.73\|29.51\|30.84\|29.51\|72156;2026-04-28\|30.52\|0.10\|30.29\|31.39\|29.82\|71114;2026-04-29\|30.66\|0.46\|30.30\|31.12\|29.88\|70328;2026-04-30\|30.94\|0.91\|30.51\|31.54\|30.51\|78042;2026-05-06\|31.58\|2.07\|31.38\|32.32\|31.36\|83609;2026-05-07\|33.14\|4.94\|31.57\|33.27\|31.20\|96135;2026-05-08\|32.37\|-2.32\|32.90\|32.94\|31.90\|79356;2026-05-11\|33.17\|2.47\|32.91\|33.79\|32.59\|83181;2026-05-12\|32.68\|-1.48\|33.23\|33.23\|32.18\|69001;2026-05-13\|33.06\|1.16\|31.99\|33.23\|31.92\|60238;2026-05-14\|33.04\|-0.06\|33.40\|33.77\|32.63\|73860;2026-05-15\|33.44\|1.21\|33.06\|34.27\|32.91\|89762;2026-05-18\|33.27\|-0.51\|33.19\|33.99\|32.33\|65045;2026-05-19\|34.43\|3.49\|32.96\|34.50\|32.30\|96639;2026-05-20\|35.19\|2.21\|34.24\|35.44\|33.93\|108012;2026-05-21\|32.64\|-7.25\|35.99\|36.58\|32.48\|161279;2026-05-22\|33.78\|3.49\|32.94\|34.05\|32.57\|108205;2026-05-25\|35.78\|5.92\|33.88\|35.97\|33.01\|134948;2026-05-26\|34.02\|-4.92\|35.54\|35.55\|33.08\|122960;2026-05-27\|33.31\|-2.09\|34.34\|35.26\|33.14\|118983;2026-05-28\|34.52\|3.63\|33.21\|34.70\|32.90\|115989;2026-05-29\|31.14\|-9.79\|34.59\|34.86\|30.86\|140002;2026-06-01\|30.49\|-2.09\|31.16\|31.67\|30.38\|74440;2026-06-02\|31.12\|2.07\|30.20\|31.70\|29.60\|92286;2026-06-03\|31.06\|-0.19\|30.99\|32.12\|30.49\|86946;2026-06-04\|31.44\|1.22\|30.47\|31.92\|30.47\|58805;2026-06-05\|31.95\|1.62\|31.00\|33.19\|30.21\|90931;2026-06-08\|30.77\|-3.69\|30.25\|31.98\|29.92\|80595;2026-06-09\|32.50\|5.62\|31.17\|32.64\|30.50\|92856;2026-06-10\|34.20\|5.23\|32.16\|34.83\|32.00\|177261;2026-06-11\|36.75\|7.46\|33.58\|37.84\|33.51\|235657;2026-06-12\|35.32\|-3.89\|38.00\|40.00\|34.93\|261607;2026-06-15\|37.48\|6.12\|35.41\|38.00\|34.68\|194389;2026-06-16\|37.11\|-0.99\|37.38\|37.60\|36.63\|187208;2026-06-17\|40.93\|10.29\|36.30\|42.58\|36.03\|259488;2026-06-18\|39.26\|-4.08\|40.53\|40.61\|39.03\|179951;2026-06-22\|40.00\|1.88\|39.88\|40.43\|38.05\|189299;2026-06-23\|38.22\|-4.23\|39.00\|39.00\|37.11\|119962;2026-06-24\|40.14\|5.02\|37.55\|40.30\|36.92\|152473;2026-06-25\|40.65\|1.27\|40.15\|41.32\|38.47\|162923;2026-06-26\|42.55\|4.67\|39.50\|44.98\|39.31\|210366;2026-06-29\|47.05\|10.58\|43.52\|47.15\|42.00\|243588;2026-06-30\|47.00\|-0.11\|47.00\|47.51\|44.46\|190069;2026-07-01\|50.39\|7.21\|46.07\|53.49\|45.88\|218754;2026-07-02\|45.70\|-9.31\|47.90\|49.48\|44.58\|175993;2026-07-03\|42.39\|-7.24\|45.00\|46.50\|42.36\|163102;2026-07-06\|41.31\|-2.55\|42.53\|42.95\|39.76\|130154;2026-07-07\|41.49\|0.44\|40.50\|42.44\|40.14\|112504;2026-07-08\|45.70\|10.15\|41.20\|47.99\|38.00\|236384;2026-07-09\|47.96\|4.95\|45.51\|48.28\|44.47\|196516;2026-07-10\|43.80\|-8.67\|48.00\|49.20\|43.80\|18251854
115377	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-03-03\|117.83\|-5.61\|125.76\|128.95\|117.50\|78749;2026-03-04\|115.15\|-2.27\|116.59\|119.99\|113.00\|101127;2026-03-05\|118.50\|2.91\|118.78\|120.20\|116.18\|73634;2026-03-06\|116.99\|-1.27\|117.50\|122.00\|116.76\|45658;2026-03-09\|110.39\|-5.64\|113.09\|114.50\|107.97\|96881;2026-03-10\|122.80\|11.24\|115.00\|124.00\|113.02\|126925;2026-03-11\|117.41\|-4.39\|122.06\|123.78\|116.90\|83232;2026-03-12\|112.10\|-4.52\|117.40\|117.40\|111.00\|59548;2026-03-13\|107.52\|-4.09\|111.00\|112.10\|107.37\|61088;2026-03-16\|108.50\|0.91\|109.50\|111.30\|103.79\|70546;2026-03-17\|102.78\|-5.27\|109.87\|110.00\|102.60\|60929;2026-03-18\|106.71\|3.82\|105.50\|107.90\|103.06\|70631;2026-03-19\|102.98\|-3.50\|105.99\|107.00\|102.30\|59538;2026-03-20\|97.61\|-5.21\|104.00\|104.49\|97.00\|101965;2026-03-23\|92.35\|-5.39\|96.16\|98.00\|90.77\|97025;2026-03-24\|94.94\|2.80\|94.15\|95.00\|89.72\|80260;2026-03-25\|98.99\|4.27\|97.00\|101.95\|96.49\|68119;2026-03-26\|97.83\|-1.17\|98.12\|101.13\|97.22\|38388;2026-03-27\|98.83\|1.02\|96.49\|100.20\|95.80\|47923;2026-03-30\|101.86\|3.07\|97.15\|102.88\|96.22\|67707;2026-03-31\|96.91\|-4.86\|101.86\|102.57\|96.68\|57674;2026-04-01\|97.14\|0.24\|99.78\|100.00\|94.20\|72749;2026-04-02\|91.50\|-5.81\|96.88\|97.10\|90.36\|86812;2026-04-03\|89.54\|-2.14\|91.88\|93.60\|88.91\|53815;2026-04-07\|89.59\|0.06\|92.21\|95.50\|89.39\|94601;2026-04-08\|97.51\|8.84\|93.17\|97.80\|91.95\|107322;2026-04-09\|96.08\|-1.47\|95.60\|99.32\|95.55\|64042;2026-04-10\|94.18\|-1.98\|98.01\|99.49\|93.91\|86697;2026-04-13\|93.03\|-1.22\|94.13\|96.06\|91.16\|81487;2026-04-14\|101.27\|8.86\|95.22\|106.50\|95.22\|179460;2026-04-15\|99.00\|-2.24\|102.45\|104.27\|98.33\|152574;2026-04-16\|99.00\|0.00\|100.00\|100.48\|97.09\|143683;2026-04-17\|103.00\|4.04\|101.00\|105.57\|96.46\|188583;2026-04-20\|100.11\|-2.81\|102.45\|102.86\|99.63\|155908;2026-04-21\|100.77\|0.66\|100.50\|101.77\|97.01\|124062;2026-04-22\|108.88\|8.05\|99.66\|108.99\|99.66\|189833;2026-04-23\|106.70\|-2.00\|110.00\|111.11\|105.52\|176225;2026-04-24\|111.58\|4.57\|106.81\|113.00\|105.23\|171559;2026-04-27\|116.09\|4.04\|111.41\|119.77\|110.60\|177876;2026-04-28\|107.00\|-7.83\|109.29\|113.60\|105.05\|196339;2026-04-29\|105.00\|-1.87\|105.32\|110.44\|104.10\|145849;2026-04-30\|105.18\|0.17\|105.13\|107.54\|102.49\|129834;2026-05-06\|107.55\|2.25\|108.20\|112.60\|107.00\|160165;2026-05-07\|107.50\|-0.05\|108.25\|109.77\|105.97\|132361;2026-05-08\|103.60\|-3.63\|105.01\|107.88\|102.01\|163363;2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570
115376	证监会批复同意长鑫科技首次公开发行股票注册	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，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。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-03-03\|180.99\|-5.73\|192.96\|194.90\|180.20\|50593;2026-03-04\|178.41\|-1.43\|179.60\|183.08\|177.37\|35384;2026-03-05\|177.73\|-0.38\|182.35\|185.94\|175.43\|46889;2026-03-06\|178.42\|0.39\|177.13\|188.36\|177.00\|44710;2026-03-09\|173.01\|-3.03\|170.00\|176.82\|168.08\|67449;2026-03-10\|177.02\|2.32\|176.01\|179.75\|176.00\|43986;2026-03-11\|175.37\|-0.93\|176.46\|177.47\|173.00\|36409;2026-03-12\|172.66\|-1.55\|175.95\|178.69\|170.20\|35120;2026-03-13\|171.53\|-0.65\|169.27\|175.10\|169.27\|40984;2026-03-16\|173.10\|0.92\|171.74\|174.50\|166.60\|46434;2026-03-17\|171.19\|-1.10\|174.55\|179.80\|170.80\|51773;2026-03-18\|175.12\|2.30\|172.00\|176.57\|170.17\|36481;2026-03-19\|169.51\|-3.20\|173.05\|173.99\|169.43\|36114;2026-03-20\|170.30\|0.47\|170.50\|175.10\|169.69\|38666;2026-03-23\|162.38\|-4.65\|168.23\|168.23\|160.62\|68694;2026-03-24\|164.84\|1.51\|165.00\|166.57\|159.69\|44625;2026-03-25\|166.80\|1.19\|166.88\|172.88\|163.88\|43540;2026-03-26\|164.18\|-1.57\|166.05\|167.80\|163.64\|29803;2026-03-27\|170.88\|4.08\|163.35\|172.50\|161.88\|40548;2026-03-30\|181.90\|6.45\|169.00\|185.33\|168.02\|67814;2026-03-31\|174.00\|-4.34\|180.51\|181.91\|174.00\|46755;2026-04-01\|175.14\|0.66\|179.00\|179.99\|174.33\|37919;2026-04-02\|171.90\|-1.85\|175.00\|175.89\|170.60\|28457;2026-04-03\|170.47\|-0.83\|172.91\|175.32\|169.00\|25065;2026-04-07\|167.92\|-1.50\|171.00\|173.05\|167.18\|32077;2026-04-08\|178.56\|6.34\|174.00\|178.74\|172.32\|42199;2026-04-09\|182.14\|2.00\|176.66\|186.68\|175.66\|46972;2026-04-10\|183.50\|0.75\|185.00\|189.50\|183.30\|40422;2026-04-13\|179.09\|-2.40\|181.67\|183.77\|178.47\|41123;2026-04-14\|183.85\|2.66\|181.28\|186.77\|181.02\|45429;2026-04-15\|183.49\|-0.20\|186.00\|189.30\|182.08\|61181;2026-04-16\|189.50\|3.28\|185.40\|191.38\|182.50\|57194;2026-04-17\|189.12\|-0.20\|189.00\|190.12\|183.00\|41794;2026-04-20\|189.09\|-0.02\|187.70\|191.00\|183.03\|44040;2026-04-21\|190.19\|0.58\|187.06\|192.55\|186.00\|41809;2026-04-22\|191.68\|0.78\|190.50\|192.66\|186.80\|44427;2026-04-23\|184.38\|-3.81\|186.50\|189.30\|182.65\|57370;2026-04-24\|183.43\|-0.52\|183.98\|188.37\|180.00\|61484;2026-04-27\|194.00\|5.76\|187.09\|197.25\|183.37\|88193;2026-04-28\|194.44\|0.23\|193.66\|202.99\|189.20\|70313;2026-04-29\|193.20\|-0.64\|194.32\|197.89\|187.00\|67383;2026-04-30\|197.43\|2.19\|192.14\|199.60\|192.14\|81536;2026-05-06\|193.32\|-2.08\|205.87\|207.99\|193.00\|108896;2026-05-07\|200.63\|3.78\|194.94\|202.23\|194.21\|72392;2026-05-08\|195.94\|-2.34\|198.00\|199.19\|191.98\|59384;2026-05-11\|206.89\|5.59\|199.03\|211.00\|197.97\|81598;2026-05-12\|235.14\|13.65\|206.30\|238.00\|203.13\|153924;2026-05-13\|250.71\|6.62\|225.00\|256.60\|223.89\|156971;2026-05-14\|250.50\|-0.08\|250.92\|257.38\|240.17\|97689;2026-05-15\|267.51\|6.79\|253.00\|288.68\|248.69\|158981;2026-05-18\|273.00\|2.05\|272.85\|286.68\|267.00\|154097;2026-05-19\|277.60\|1.69\|272.15\|282.10\|263.00\|117517;2026-05-20\|298.00\|7.35\|281.00\|301.69\|281.00\|125127;2026-05-21\|280.00\|-6.04\|302.20\|312.99\|280.00\|160189;2026-05-22\|276.28\|-1.33\|283.89\|289.96\|268.00\|131273;2026-05-25\|295.00\|6.78\|274.92\|304.68\|265.00\|140741;2026-05-26\|294.82\|-0.06\|293.48\|301.44\|283.33\|135112;2026-05-27\|281.98\|-4.36\|291.20\|302.91\|281.08\|115311;2026-05-28\|274.50\|-2.65\|280.66\|282.86\|270.07\|129421;2026-05-29\|261.29\|-4.81\|275.00\|279.50\|256.88\|130101;2026-06-01\|244.70\|-6.35\|261.00\|261.00\|242.80\|115375;2026-06-02\|244.76\|0.02\|245.00\|249.98\|238.18\|84140;2026-06-03\|247.86\|1.27\|245.50\|256.56\|241.66\|100927;2026-06-04\|255.08\|2.91\|243.65\|258.52\|243.00\|85163;2026-06-05\|248.00\|-2.78\|251.00\|257.96\|245.00\|81615;2026-06-08\|240.31\|-3.10\|235.01\|248.88\|233.56\|76068;2026-06-09\|255.20\|6.20\|246.00\|255.90\|243.19\|83786;2026-06-10\|182.22\|0.04\|180.00\|189.48\|178.56\|142860;2026-06-11\|186.74\|2.48\|180.31\|192.80\|180.00\|142716;2026-06-12\|184.00\|-1.47\|193.68\|198.89\|183.20\|192783;2026-06-15\|199.33\|8.33\|186.00\|200.68\|183.00\|174678;2026-06-16\|201.18\|0.93\|200.00\|205.50\|193.88\|149657;2026-06-17\|222.31\|10.50\|196.00\|222.88\|196.00\|198987;2026-06-18\|226.86\|2.05\|225.06\|232.33\|220.45\|160506;2026-06-22\|235.10\|3.63\|230.50\|237.50\|223.35\|166799;2026-06-23\|231.01\|-1.74\|231.82\|240.79\|225.01\|126279;2026-06-24\|242.49\|4.97\|230.52\|246.00\|228.00\|133069;2026-06-25\|252.50\|4.13\|248.00\|257.96\|244.26\|133027;2026-06-26\|263.60\|4.40\|250.00\|265.99\|246.20\|136011;2026-06-29\|316.32\|20.00\|264.93\|316.32\|264.20\|183249;2026-06-30\|322.18\|1.85\|330.00\|332.55\|303.01\|207387;2026-07-01\|330.00\|2.43\|322.19\|356.64\|320.00\|190061;2026-07-02\|281.00\|-14.85\|307.86\|312.93\|275.98\|244152;2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|22505671
115375	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+AI芯片+MCU芯片行业原因： 1、亚洲股市周一早盘，三星电子股价大涨近5%创历史新高，SK海力士同步走强涨近3%。上周五美股闪迪大涨16%，美光科技涨超10%。据DRAMeXchange最新报告，2026年Q1 DRAM合约价最高涨幅或达50%。 2、港交所数据显示，国家大基金在中芯国际H股持股比例由4.79%升至9.25%，同时长鑫科技、壁仞科技等国产存储及GPU龙头密集启动港股IPO，产业资本与二级市场形成共振。公司原因： 1、据2025年4月26日公告，公司主营NOR Flash、MCU及存算一体AI芯片，形成“存储+控制+AI”一体化战略，产品已量产出货。 2、据2025年10月17日机构调研纪要，32Mb-128Mb NOR Flash占该业务营收60%，有望在2025年四季度实现价格上涨，4Mb NORD工艺产品已送样客户。 3、据2025年11月28日公告，公司回购826,890股，占总股本0.9962%，支付资金约3001万元。	公司主营存储芯片和MCU芯片，产品包括NOR Flash芯片和MCU芯片两大类，同时还致力于开发基于NOR闪存技术的存算一体终端推理AI芯片	2026-03-03\|83.37\|-12.31\|94.52\|96.19\|83.00\|59998;2026-03-04\|87.30\|4.71\|85.88\|90.50\|85.88\|57702;2026-03-05\|90.00\|3.09\|90.40\|94.50\|87.88\|50464;2026-03-06\|90.25\|0.28\|90.01\|92.80\|89.11\|39807;2026-03-09\|89.49\|-0.84\|86.00\|90.09\|84.32\|28964;2026-03-10\|93.43\|4.40\|92.10\|94.43\|89.60\|51850;2026-03-11\|92.22\|-1.30\|93.43\|95.60\|91.29\|49357;2026-03-12\|91.70\|-0.56\|92.14\|94.96\|89.90\|31965;2026-03-13\|90.20\|-1.64\|89.58\|94.66\|88.80\|29275;2026-03-16\|98.80\|9.53\|90.98\|100.10\|90.00\|78117;2026-03-17\|95.80\|-3.04\|100.00\|103.00\|95.80\|44898;2026-03-18\|101.29\|5.73\|98.50\|102.93\|97.12\|62548;2026-03-19\|87.70\|-13.42\|92.88\|95.00\|86.61\|95715;2026-03-20\|83.60\|-4.67\|87.70\|88.80\|83.50\|73369;2026-03-23\|76.12\|-8.95\|79.80\|81.80\|75.35\|67077;2026-03-24\|78.98\|3.76\|77.11\|78.98\|73.16\|51825;2026-03-25\|80.05\|1.35\|79.65\|84.95\|78.38\|56260;2026-03-26\|75.16\|-6.11\|78.00\|78.96\|74.62\|42537;2026-03-27\|74.62\|-0.72\|73.00\|76.50\|71.55\|35614;2026-03-30\|73.82\|-1.07\|73.00\|74.99\|72.50\|29821;2026-03-31\|71.24\|-3.50\|72.77\|73.96\|69.91\|48910;2026-04-01\|72.81\|2.20\|74.52\|74.75\|71.62\|39001;2026-04-02\|70.50\|-3.17\|73.18\|73.86\|69.80\|26974;2026-04-03\|70.23\|-0.38\|71.36\|71.81\|69.40\|24997;2026-04-07\|71.30\|1.52\|71.80\|73.25\|71.00\|21660;2026-04-08\|77.30\|8.42\|74.50\|77.48\|73.46\|36838;2026-04-09\|77.09\|-0.27\|76.03\|78.77\|74.65\|31220;2026-04-10\|76.90\|-0.25\|78.37\|79.94\|76.90\|41563;2026-04-13\|77.35\|0.59\|75.00\|78.78\|75.00\|31528;2026-04-14\|82.91\|7.19\|78.77\|84.79\|78.07\|57280;2026-04-15\|82.08\|-1.00\|83.50\|85.00\|81.28\|54158;2026-04-16\|84.66\|3.14\|81.96\|85.58\|80.28\|45767;2026-04-17\|90.09\|6.41\|84.02\|91.46\|83.00\|74242;2026-04-20\|97.30\|8.00\|90.00\|98.30\|88.11\|79116;2026-04-21\|99.61\|2.37\|97.20\|100.48\|94.11\|59708;2026-04-22\|101.79\|2.19\|100.00\|103.00\|97.50\|56623;2026-04-23\|103.80\|1.97\|105.00\|106.00\|100.36\|64953;2026-04-24\|95.30\|-8.19\|100.83\|104.29\|91.92\|108616;2026-04-27\|95.18\|-0.13\|96.78\|98.68\|92.90\|63126;2026-04-28\|95.89\|0.75\|94.60\|99.20\|92.51\|58560;2026-04-29\|95.90\|0.01\|94.50\|97.88\|92.80\|61693;2026-04-30\|97.23\|1.39\|95.80\|98.34\|94.93\|47469;2026-05-06\|107.73\|10.80\|103.00\|113.00\|101.70\|77898;2026-05-07\|111.82\|3.80\|106.88\|112.86\|105.98\|64753;2026-05-08\|113.50\|1.50\|108.88\|115.00\|107.90\|53340;2026-05-11\|130.40\|14.89\|120.47\|131.50\|117.00\|75432;2026-05-12\|124.82\|-4.28\|127.96\|128.87\|122.27\|65690;2026-05-13\|126.60\|1.43\|122.00\|127.60\|118.85\|63832;2026-05-14\|122.30\|-3.40\|126.00\|129.08\|122.28\|57349;2026-05-15\|120.63\|-1.37\|121.74\|126.00\|116.00\|58455;2026-05-18\|126.91\|5.21\|120.63\|129.90\|120.00\|61417;2026-05-19\|125.00\|-1.50\|124.15\|125.88\|120.06\|45822;2026-05-20\|125.23\|0.18\|123.75\|127.18\|123.17\|44083;2026-05-21\|115.75\|-7.57\|129.00\|131.50\|114.00\|68713;2026-05-22\|123.90\|7.04\|117.94\|124.94\|117.94\|54167;2026-05-25\|126.20\|1.86\|124.18\|129.00\|121.35\|49938;2026-05-26\|122.22\|-3.15\|125.51\|126.01\|119.00\|43224;2026-05-27\|128.04\|4.76\|125.99\|138.70\|125.66\|81479;2026-05-28\|130.94\|2.26\|128.93\|133.57\|125.94\|73397;2026-05-29\|120.92\|-7.65\|131.20\|133.19\|119.67\|59547;2026-06-01\|114.50\|-5.31\|121.82\|123.63\|114.00\|41390;2026-06-02\|114.50\|0.00\|115.87\|118.80\|109.77\|39065;2026-06-03\|114.60\|0.09\|114.95\|119.85\|112.00\|45100;2026-06-04\|119.00\|3.84\|112.02\|122.50\|111.32\|49144;2026-06-05\|113.20\|-4.87\|114.68\|119.00\|112.00\|37186;2026-06-08\|106.45\|-5.96\|102.59\|110.16\|102.59\|38665;2026-06-09\|116.49\|9.43\|109.85\|117.87\|108.25\|37758;2026-06-10\|112.45\|-3.47\|113.97\|116.48\|110.70\|30928;2026-06-11\|111.25\|-1.07\|110.54\|114.94\|109.00\|28051;2026-06-12\|109.62\|-1.47\|116.00\|121.25\|109.30\|40321;2026-06-15\|122.89\|12.11\|112.88\|126.00\|110.50\|48047;2026-06-16\|125.31\|1.97\|122.28\|127.56\|120.70\|56143;2026-06-17\|138.72\|10.70\|123.37\|140.08\|121.66\|74724;2026-06-18\|144.90\|4.46\|138.99\|149.89\|138.99\|87489;2026-06-22\|151.04\|4.24\|146.01\|151.99\|141.33\|83405;2026-06-23\|146.40\|-3.07\|151.00\|154.99\|143.58\|65351;2026-06-24\|127.75\|13.17\|109.51\|127.75\|109.01\|82100;2026-06-25\|137.56\|7.68\|132.60\|140.28\|129.36\|103726;2026-06-26\|130.78\|-4.93\|135.00\|145.00\|127.80\|104741;2026-06-29\|127.87\|-2.23\|129.58\|135.00\|118.00\|93196;2026-06-30\|140.00\|9.49\|125.90\|141.88\|123.51\|85323;2026-07-01\|132.49\|-5.36\|137.60\|144.94\|131.28\|89596;2026-07-02\|121.40\|-8.37\|122.24\|131.81\|120.78\|70952;2026-07-03\|129.39\|6.58\|120.00\|134.55\|118.36\|76880;2026-07-06\|128.03\|-1.05\|133.55\|133.71\|123.22\|69361;2026-07-07\|120.97\|-5.51\|124.43\|128.54\|120.00\|48628;2026-07-08\|117.09\|-3.21\|122.00\|124.84\|115.20\|48714;2026-07-09\|126.00\|7.61\|120.64\|126.33\|115.41\|68142;2026-07-10\|116.74\|-7.35\|126.32\|130.49\|116.52\|6264572
115374	证监会批复同意长鑫科技首次公开发行股票注册	机器人+MEMS传感器+送转行业原因：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10日投资者关系活动记录表，公司重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发，相关项目研发工作正按计划推进；据2026年3月9日投资者关系活动记录表，公司已启动六维力传感器、机器人专用IMU等多款产品的研发立项工作。 2、据2025年8月29日半年报及2026年6月10日投资者关系活动记录表，公司是国内少数在MEMS声学、压力、惯性传感器领域均具有芯片自主设计能力的公司，拥有MEMS全产业链研发能力。 3、据2026年6月26日权益分派实施公告，公司2025年年度拟向全体股东每10股派发现金红利2.70元含税，同时每10股以资本公积转增4股，股权登记日为2026年7月1日。	公司为国内领先的MEMS传感器设计企业	2026-03-03\|72.38\|-7.75\|79.07\|79.37\|72.30\|26935;2026-03-04\|71.12\|-1.74\|71.72\|72.99\|70.58\|18918;2026-03-05\|72.74\|2.28\|72.36\|73.85\|72.36\|16520;2026-03-06\|73.27\|0.73\|72.28\|73.80\|71.91\|11341;2026-03-09\|71.48\|-2.44\|71.02\|72.00\|68.81\|18059;2026-03-10\|74.55\|4.29\|72.82\|75.25\|72.60\|15988;2026-03-11\|73.18\|-1.84\|74.55\|75.35\|72.90\|13773;2026-03-12\|71.83\|-1.84\|72.91\|73.61\|71.05\|13807;2026-03-13\|70.70\|-1.57\|71.38\|72.01\|70.60\|13844;2026-03-16\|71.22\|0.74\|70.75\|71.37\|69.18\|15657;2026-03-17\|68.95\|-3.19\|71.79\|71.79\|68.95\|11647;2026-03-18\|70.35\|2.03\|69.00\|70.35\|69.00\|10033;2026-03-19\|68.40\|-2.77\|69.50\|69.50\|67.97\|13281;2026-03-20\|66.60\|-2.63\|68.54\|68.95\|66.60\|14006;2026-03-23\|63.30\|-4.96\|64.01\|65.46\|63.20\|19298;2026-03-24\|65.35\|3.24\|65.00\|65.40\|63.35\|12064;2026-03-25\|66.90\|2.37\|65.45\|67.43\|65.45\|9864;2026-03-26\|65.01\|-2.83\|66.93\|67.31\|64.99\|7902;2026-03-27\|66.64\|2.51\|63.99\|66.79\|63.77\|9742;2026-03-30\|65.14\|-2.25\|65.30\|66.10\|64.31\|16838;2026-03-31\|64.76\|-0.58\|64.76\|66.47\|64.64\|10753;2026-04-01\|66.43\|2.58\|66.40\|66.44\|65.00\|9567;2026-04-02\|64.58\|-2.78\|66.28\|66.79\|64.18\|9328;2026-04-03\|63.62\|-1.49\|64.84\|65.81\|63.20\|8516;2026-04-07\|64.76\|1.79\|63.72\|65.29\|63.02\|9118;2026-04-08\|68.36\|5.56\|66.50\|68.44\|66.50\|15378;2026-04-09\|67.18\|-1.73\|67.96\|68.55\|67.18\|10798;2026-04-10\|68.77\|2.37\|67.99\|69.29\|67.98\|10859;2026-04-13\|68.89\|0.17\|68.28\|69.34\|68.01\|11549;2026-04-14\|69.70\|1.18\|70.10\|70.28\|69.03\|12702;2026-04-15\|69.85\|0.22\|70.26\|71.82\|69.69\|15894;2026-04-16\|70.62\|1.10\|69.98\|70.87\|69.64\|10716;2026-04-17\|71.20\|0.82\|70.30\|71.36\|69.94\|10761;2026-04-20\|70.90\|-0.42\|71.38\|71.71\|70.71\|13748;2026-04-21\|70.39\|-0.72\|70.93\|71.00\|69.00\|12473;2026-04-22\|71.31\|1.31\|69.76\|71.38\|69.52\|12227;2026-04-23\|69.95\|-1.91\|72.57\|72.66\|69.58\|17968;2026-04-24\|69.99\|0.06\|69.17\|70.67\|69.15\|16039;2026-04-27\|72.35\|3.37\|70.00\|72.57\|69.01\|18913;2026-04-28\|69.77\|-3.57\|72.27\|72.50\|69.20\|18675;2026-04-29\|73.33\|5.10\|70.38\|73.79\|69.88\|27396;2026-04-30\|65.88\|-10.16\|64.66\|66.58\|64.06\|50972;2026-05-06\|67.15\|1.93\|67.00\|69.04\|66.68\|34173;2026-05-07\|69.76\|3.89\|67.20\|70.17\|66.96\|26305;2026-05-08\|71.44\|2.41\|69.49\|71.89\|67.49\|22123;2026-05-11\|72.30\|1.20\|72.54\|72.89\|71.10\|21588;2026-05-12\|71.40\|-1.24\|72.30\|72.64\|70.51\|17636;2026-05-13\|72.53\|1.58\|70.80\|73.20\|69.70\|21883;2026-05-14\|72.78\|0.34\|73.41\|74.40\|70.82\|24830;2026-05-15\|71.40\|-1.90\|72.05\|73.48\|70.02\|22399;2026-05-18\|74.14\|3.84\|71.39\|76.00\|70.62\|33032;2026-05-19\|76.35\|2.98\|73.65\|76.56\|72.53\|27906;2026-05-20\|75.51\|-1.10\|75.84\|76.15\|74.90\|21458;2026-05-21\|70.91\|-6.09\|76.63\|76.70\|70.88\|34280;2026-05-22\|72.82\|2.69\|71.50\|73.23\|70.60\|19163;2026-05-25\|75.78\|4.06\|72.84\|75.85\|71.81\|30614;2026-05-26\|72.72\|-4.04\|75.70\|75.70\|71.10\|25712;2026-05-27\|70.16\|-3.52\|72.72\|73.45\|69.60\|21508;2026-05-28\|71.18\|1.45\|69.91\|72.15\|69.05\|16680;2026-05-29\|65.48\|-8.01\|71.74\|71.74\|65.00\|26732;2026-06-01\|64.25\|-1.88\|65.49\|66.78\|63.90\|15324;2026-06-02\|62.30\|-3.04\|63.84\|64.57\|61.00\|16871;2026-06-03\|61.86\|-0.71\|61.78\|63.84\|61.34\|13719;2026-06-04\|60.70\|-1.88\|62.76\|62.76\|60.42\|14873;2026-06-05\|64.00\|5.44\|60.50\|67.44\|57.00\|35061;2026-06-08\|62.42\|-2.47\|62.34\|65.77\|61.00\|24685;2026-06-09\|63.21\|1.27\|63.69\|63.76\|61.70\|15296;2026-06-10\|61.88\|-2.10\|62.50\|64.10\|61.10\|13591;2026-06-11\|62.80\|1.49\|61.88\|63.34\|60.58\|12011;2026-06-12\|62.91\|0.18\|64.20\|66.37\|62.80\|16656;2026-06-15\|67.25\|6.90\|63.96\|67.98\|63.11\|21951;2026-06-16\|72.08\|7.18\|67.23\|74.98\|66.51\|31681;2026-06-17\|80.31\|11.42\|73.49\|82.40\|71.88\|55441;2026-06-18\|79.90\|-0.51\|80.37\|81.72\|77.97\|36550;2026-06-22\|93.84\|17.45\|82.32\|95.78\|80.00\|89282;2026-06-23\|92.00\|-1.96\|94.85\|94.87\|87.47\|55539;2026-06-24\|96.90\|5.33\|90.15\|99.80\|89.01\|61798;2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|5310961
115373	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-03-03\|46.50\|1.57\|45.99\|49.78\|45.71\|47365;2026-03-04\|46.05\|-0.97\|45.60\|47.86\|45.26\|36636;2026-03-05\|47.52\|3.19\|47.16\|49.03\|45.91\|43111;2026-03-06\|47.81\|0.61\|47.23\|48.58\|47.19\|25397;2026-03-09\|46.16\|-3.45\|47.00\|47.69\|44.63\|34318;2026-03-10\|47.22\|2.30\|46.86\|47.46\|46.68\|19274;2026-03-11\|47.29\|0.15\|47.38\|48.59\|47.02\|32909;2026-03-12\|47.66\|0.78\|47.30\|48.06\|46.35\|26779;2026-03-13\|46.07\|-3.34\|47.67\|48.86\|45.54\|30416;2026-03-16\|45.20\|-1.89\|45.92\|45.92\|44.37\|23074;2026-03-17\|42.22\|-6.59\|45.20\|45.72\|42.00\|26479;2026-03-18\|43.37\|2.72\|42.68\|43.42\|42.41\|18700;2026-03-19\|42.00\|-3.16\|42.93\|43.27\|41.80\|19366;2026-03-20\|41.59\|-0.98\|42.85\|42.98\|41.51\|17502;2026-03-23\|38.70\|-6.95\|40.20\|41.21\|38.28\|23897;2026-03-24\|41.37\|6.90\|40.00\|41.56\|39.40\|33742;2026-03-25\|45.02\|8.82\|41.10\|45.55\|41.10\|42021;2026-03-26\|43.73\|-2.87\|46.20\|47.08\|43.58\|50695;2026-03-27\|43.64\|-0.21\|43.59\|44.66\|42.51\|31736;2026-03-30\|42.33\|-3.00\|43.68\|43.75\|42.00\|22032;2026-03-31\|40.70\|-3.85\|42.40\|42.93\|40.70\|18480;2026-04-01\|41.62\|2.26\|41.94\|42.69\|41.26\|17858;2026-04-02\|41.70\|0.19\|41.61\|42.50\|40.81\|23794;2026-04-03\|41.04\|-1.58\|42.17\|42.97\|41.00\|16374;2026-04-07\|42.41\|3.34\|41.39\|42.88\|41.08\|22151;2026-04-08\|47.20\|11.29\|43.83\|47.35\|43.83\|58992;2026-04-09\|48.65\|3.07\|46.56\|49.49\|46.00\|56609;2026-04-10\|50.92\|4.67\|49.57\|51.88\|48.00\|71784;2026-04-13\|51.90\|1.92\|50.66\|52.11\|49.65\|47477;2026-04-14\|54.38\|4.78\|54.46\|54.98\|52.31\|63969;2026-04-15\|55.20\|1.51\|56.05\|57.68\|54.39\|67552;2026-04-16\|56.99\|3.24\|55.20\|57.50\|44.20\|59746;2026-04-17\|68.39\|20.00\|58.88\|68.39\|57.50\|142779;2026-04-20\|70.25\|2.72\|68.87\|74.01\|65.43\|159070;2026-04-21\|73.11\|4.07\|72.10\|74.74\|70.40\|125673;2026-04-22\|72.39\|-0.98\|74.93\|78.68\|70.92\|96544;2026-04-23\|78.21\|8.04\|73.66\|80.88\|73.00\|100454;2026-04-24\|77.78\|-0.55\|78.67\|79.93\|75.88\|70108;2026-04-27\|75.98\|-2.31\|78.30\|79.21\|74.61\|59836;2026-04-28\|66.77\|-12.12\|71.76\|71.90\|64.20\|107961;2026-04-29\|69.31\|3.80\|67.09\|70.80\|65.81\|68614;2026-04-30\|70.77\|2.11\|71.11\|72.81\|70.01\|46691;2026-05-06\|78.40\|10.78\|73.50\|78.91\|72.48\|72197;2026-05-07\|88.16\|12.45\|78.73\|91.38\|78.73\|96815;2026-05-08\|94.67\|7.38\|86.00\|100.88\|85.87\|110185;2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943
115372	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-03-03\|380.00\|-1.23\|391.90\|407.70\|375.00\|85754;2026-03-04\|380.00\|0.00\|379.48\|387.00\|365.76\|55098;2026-03-05\|384.69\|1.23\|388.00\|406.58\|381.00\|68389;2026-03-06\|377.20\|-1.95\|378.42\|391.00\|373.92\|40847;2026-03-09\|360.61\|-4.40\|348.40\|364.38\|347.37\|64563;2026-03-10\|367.33\|1.86\|371.65\|372.84\|358.06\|49595;2026-03-11\|359.50\|-2.13\|365.60\|370.00\|354.00\|38539;2026-03-12\|341.51\|-5.00\|359.26\|359.84\|337.00\|47143;2026-03-13\|339.02\|-0.73\|337.89\|347.00\|330.72\|43571;2026-03-16\|347.37\|2.46\|338.01\|348.10\|325.10\|57426;2026-03-17\|334.06\|-3.83\|345.37\|349.01\|333.48\|33267;2026-03-18\|345.20\|3.33\|337.97\|347.15\|335.04\|33948;2026-03-19\|333.52\|-3.38\|338.83\|343.61\|331.01\|32318;2026-03-20\|347.87\|4.30\|336.99\|362.55\|334.00\|63554;2026-03-23\|350.00\|0.61\|346.48\|358.99\|329.99\|80445;2026-03-24\|357.90\|2.26\|356.00\|362.38\|345.69\|55446;2026-03-25\|368.23\|2.89\|367.99\|385.49\|359.13\|63079;2026-03-26\|367.43\|-0.22\|361.00\|373.87\|356.52\|44290;2026-03-27\|377.00\|2.60\|358.00\|381.67\|354.64\|59000;2026-03-30\|387.12\|2.68\|369.00\|395.88\|368.00\|59368;2026-03-31\|370.00\|-4.42\|384.37\|388.86\|365.53\|60299;2026-04-01\|368.48\|-0.41\|378.00\|385.00\|358.37\|68318;2026-04-02\|357.00\|-3.12\|367.71\|368.00\|349.00\|45941;2026-04-03\|357.52\|0.15\|361.66\|365.99\|354.38\|28008;2026-04-07\|349.44\|-2.26\|361.77\|361.88\|346.00\|31585;2026-04-08\|379.45\|8.59\|362.56\|379.49\|358.10\|68253;2026-04-09\|391.85\|3.27\|370.01\|398.44\|369.15\|60418;2026-04-10\|398.06\|1.58\|400.00\|407.00\|392.33\|48902;2026-04-13\|395.50\|-0.64\|394.69\|400.00\|386.99\|50246;2026-04-14\|408.60\|3.31\|403.50\|420.00\|400.00\|60921;2026-04-15\|402.00\|-1.62\|413.00\|418.58\|399.98\|47498;2026-04-16\|402.89\|0.22\|403.00\|408.66\|395.24\|38541;2026-04-17\|390.34\|-3.12\|395.64\|400.00\|385.50\|61553;2026-04-20\|398.44\|2.08\|388.00\|404.69\|380.51\|48294;2026-04-21\|388.46\|-2.50\|397.00\|397.00\|384.12\|32384;2026-04-22\|394.96\|1.67\|388.49\|398.88\|382.83\|56375;2026-04-23\|380.04\|-3.78\|395.00\|398.60\|378.02\|48893;2026-04-24\|384.58\|1.19\|385.00\|393.60\|375.60\|45963;2026-04-27\|412.73\|7.32\|392.27\|417.50\|372.21\|79848;2026-04-28\|423.50\|2.61\|405.00\|438.55\|398.97\|90947;2026-04-29\|423.67\|0.04\|423.30\|424.70\|402.32\|56977;2026-04-30\|445.00\|5.03\|426.36\|456.50\|425.00\|67245;2026-05-06\|464.16\|4.31\|467.24\|489.97\|460.04\|81499;2026-05-07\|479.56\|3.32\|467.13\|483.39\|457.21\|50139;2026-05-08\|463.05\|-3.44\|471.17\|479.56\|456.72\|47377;2026-05-11\|504.18\|8.88\|475.00\|516.96\|468.86\|84239;2026-05-12\|507.02\|0.56\|500.00\|514.98\|490.00\|56754;2026-05-13\|515.02\|1.58\|499.00\|523.00\|487.01\|60626;2026-05-14\|493.00\|-4.28\|520.00\|525.00\|491.17\|52326;2026-05-15\|529.94\|7.49\|493.00\|565.00\|472.06\|105704;2026-05-18\|525.21\|-0.89\|540.00\|556.00\|520.01\|89217;2026-05-19\|554.93\|5.66\|525.21\|562.78\|508.00\|83496;2026-05-20\|634.88\|14.41\|570.00\|636.27\|566.03\|123297;2026-05-21\|606.20\|-4.52\|648.01\|698.00\|601.00\|151151;2026-05-22\|616.98\|1.78\|606.00\|636.00\|578.00\|123410;2026-05-25\|721.00\|16.86\|602.00\|740.05\|583.85\|146309;2026-05-26\|750.00\|4.02\|721.12\|779.00\|696.00\|124141;2026-05-27\|667.00\|-11.07\|742.50\|744.00\|664.97\|131486;2026-05-28\|672.61\|0.84\|664.97\|700.00\|641.12\|117126;2026-05-29\|627.99\|-6.63\|669.45\|669.45\|618.03\|115296;2026-06-01\|583.35\|-7.11\|611.00\|622.00\|580.62\|97694;2026-06-02\|596.00\|2.17\|585.00\|605.99\|575.00\|103612;2026-06-03\|615.49\|3.27\|590.00\|641.80\|589.12\|119211;2026-06-04\|623.02\|1.28\|601.00\|636.00\|596.01\|91215;2026-06-05\|582.30\|-6.54\|601.98\|616.44\|579.00\|88281;2026-06-08\|568.47\|-2.38\|550.00\|583.00\|548.00\|82503;2026-06-09\|597.00\|5.02\|582.05\|603.88\|572.00\|72676;2026-06-10\|618.00\|3.52\|586.00\|634.94\|586.00\|102679;2026-06-11\|655.27\|6.03\|602.01\|656.85\|602.01\|109942;2026-06-12\|645.18\|-1.54\|699.00\|716.74\|641.00\|154919;2026-06-15\|669.69\|3.80\|650.01\|674.30\|615.10\|90565;2026-06-16\|655.80\|-2.07\|678.00\|679.99\|640.00\|88595;2026-06-17\|740.00\|12.84\|640.02\|740.88\|638.38\|118080;2026-06-18\|734.00\|-0.81\|730.00\|754.10\|721.65\|89339;2026-06-22\|748.01\|1.91\|740.00\|766.00\|708.90\|82975;2026-06-23\|770.00\|2.94\|739.95\|778.68\|702.44\|93039;2026-06-24\|820.00\|6.49\|736.00\|838.00\|736.00\|88363;2026-06-25\|823.00\|0.37\|829.20\|861.08\|799.99\|77167;2026-06-26\|832.00\|1.09\|806.66\|865.00\|790.00\|80245;2026-07-10\|832.00\|0.00\|0.00\|0.00\|0.00\|0
115371	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：公司电镀铜基液、负性光刻胶等产品已送样至SK海力士、长江存储，匹配先进封装清洗与再布线工艺；涨停缘由：上半年存储涨价仍将持续，现有量产产品覆盖HBM封装前道清洗、金属化及蚀刻环节，客户认证进展快于同业；资金逻辑：化工+半导体交叉题材，4月8日涨停获主力与游资共同推升，量比达3.2，资金押注封装材料国产替代窗口期；风险提示：半导体化学品认证周期长，量产转化存在不确定性，且公司营收规模较小，抗风险能力有限	公司现有量产产品“先进封装负性光刻胶”、“电镀铜基液”、“铜钛蚀刻液”以及客户认证中的“电镀锡银添加剂”等产品可以用于存储芯片封装	2026-03-03\|70.28\|-9.15\|76.62\|78.00\|70.28\|41766;2026-03-04\|69.00\|-1.82\|70.01\|72.48\|68.94\|24301;2026-03-05\|70.00\|1.45\|70.95\|72.47\|69.34\|25918;2026-03-06\|69.55\|-0.64\|69.58\|70.76\|69.08\|17949;2026-03-09\|67.05\|-3.59\|67.54\|67.69\|64.49\|33627;2026-03-10\|70.07\|4.50\|68.96\|70.30\|68.41\|22147;2026-03-11\|68.60\|-2.10\|70.11\|70.92\|68.29\|20551;2026-03-12\|67.03\|-2.29\|68.34\|69.38\|66.55\|15175;2026-03-13\|66.70\|-0.49\|66.33\|68.68\|66.30\|12518;2026-03-16\|71.98\|7.92\|68.60\|72.53\|66.00\|38739;2026-03-17\|66.75\|-7.27\|71.80\|71.80\|66.66\|27653;2026-03-18\|67.95\|1.80\|67.82\|68.18\|66.30\|18805;2026-03-19\|65.92\|-2.99\|65.80\|67.35\|65.65\|16759;2026-03-20\|64.28\|-2.49\|66.68\|67.36\|64.27\|16365;2026-03-23\|60.00\|-6.66\|62.80\|63.66\|59.35\|26217;2026-03-24\|62.70\|4.50\|61.99\|63.17\|59.69\|20530;2026-03-25\|63.89\|1.90\|63.00\|64.87\|63.00\|16855;2026-03-26\|62.18\|-2.68\|63.65\|63.65\|61.84\|14641;2026-03-27\|64.30\|3.41\|61.16\|65.12\|61.05\|20720;2026-03-30\|67.64\|5.19\|64.40\|69.51\|62.97\|33043;2026-03-31\|67.08\|-0.83\|66.90\|68.80\|66.89\|22183;2026-04-01\|68.20\|1.67\|68.05\|70.37\|67.63\|21460;2026-04-02\|65.88\|-3.40\|67.58\|68.79\|65.52\|14962;2026-04-03\|67.65\|2.69\|66.67\|68.58\|66.20\|19540;2026-04-07\|67.23\|-0.62\|67.48\|69.26\|67.01\|15041;2026-04-08\|77.50\|15.28\|69.25\|79.67\|68.95\|78429;2026-04-09\|76.10\|-1.81\|76.60\|80.49\|75.52\|60885;2026-04-10\|74.80\|-1.71\|76.41\|77.88\|74.59\|40009;2026-04-13\|75.53\|0.98\|73.72\|76.18\|73.72\|32303;2026-04-14\|77.50\|2.61\|76.02\|78.01\|75.61\|38127;2026-04-15\|75.80\|-2.19\|77.60\|77.69\|74.40\|33577;2026-04-16\|76.55\|0.99\|75.89\|76.70\|75.10\|21907;2026-04-17\|77.61\|1.38\|75.07\|78.99\|75.07\|29053;2026-04-20\|77.10\|-0.66\|78.70\|78.86\|76.29\|31218;2026-04-21\|78.46\|1.76\|78.03\|80.56\|77.24\|46819;2026-04-22\|81.11\|3.38\|78.46\|82.30\|77.71\|48405;2026-04-23\|77.30\|-4.70\|80.89\|81.76\|77.03\|42568;2026-04-24\|77.10\|-0.26\|77.03\|78.45\|76.20\|28821;2026-04-27\|79.80\|3.50\|77.80\|81.58\|74.83\|52447;2026-04-28\|77.25\|-3.20\|79.33\|79.96\|76.31\|35494;2026-04-29\|77.28\|0.04\|76.65\|78.23\|74.23\|35868;2026-04-30\|80.13\|3.69\|76.70\|81.20\|76.69\|46483;2026-05-06\|80.61\|0.60\|84.00\|84.88\|80.01\|51568;2026-05-07\|83.04\|3.01\|81.50\|83.24\|79.28\|38387;2026-05-08\|81.96\|-1.30\|82.00\|83.45\|80.49\|32379;2026-05-11\|86.48\|5.51\|84.90\|89.43\|84.17\|62337;2026-05-12\|89.40\|3.38\|85.62\|89.60\|84.12\|70951;2026-05-13\|91.68\|2.55\|87.07\|92.89\|85.24\|65629;2026-05-14\|90.52\|-1.27\|92.76\|95.50\|90.21\|59057;2026-05-15\|91.52\|1.10\|92.08\|94.99\|87.68\|69991;2026-05-18\|93.40\|2.05\|94.89\|97.52\|91.80\|66472;2026-05-19\|98.03\|4.96\|91.00\|98.28\|89.75\|68050;2026-05-20\|105.77\|7.90\|97.11\|109.84\|96.93\|80197;2026-05-21\|90.00\|-14.91\|105.25\|108.25\|89.80\|119548;2026-05-22\|93.37\|3.74\|91.11\|94.90\|88.00\|87440;2026-05-25\|105.28\|12.76\|97.69\|109.60\|95.90\|106800;2026-05-26\|110.26\|4.73\|108.60\|113.88\|106.21\|115530;2026-05-27\|100.15\|-9.17\|112.70\|113.00\|99.21\|95050;2026-05-28\|103.25\|3.10\|99.21\|103.50\|97.00\|64182;2026-05-29\|92.26\|-10.64\|105.00\|107.30\|90.30\|95309;2026-06-01\|87.92\|-4.70\|92.83\|94.20\|87.87\|50240;2026-06-02\|86.76\|-1.32\|88.93\|90.47\|85.78\|37427;2026-06-03\|90.05\|3.79\|85.80\|93.80\|85.50\|52097;2026-06-04\|95.84\|6.43\|88.38\|98.66\|87.91\|63776;2026-06-05\|92.50\|-3.48\|93.79\|96.66\|90.73\|37259;2026-06-08\|87.56\|-5.34\|84.55\|91.68\|84.55\|32460;2026-06-09\|94.90\|8.38\|90.00\|96.00\|88.00\|41397;2026-06-10\|95.48\|0.61\|93.76\|97.50\|93.32\|43778;2026-06-11\|102.29\|7.13\|94.00\|103.43\|94.00\|70855;2026-06-12\|94.50\|-7.62\|104.00\|106.90\|93.75\|71984;2026-06-15\|72.46\|6.70\|67.99\|72.60\|66.00\|65625;2026-06-16\|74.20\|2.40\|73.09\|75.56\|71.00\|85938;2026-06-17\|84.00\|13.21\|73.11\|84.48\|72.85\|111425;2026-06-18\|85.85\|2.20\|83.00\|86.67\|81.00\|84502;2026-06-22\|84.15\|-1.98\|88.00\|88.00\|81.20\|86239;2026-06-23\|83.15\|-1.19\|84.80\|86.88\|81.01\|60606;2026-06-24\|85.90\|3.31\|81.73\|86.70\|80.72\|66487;2026-06-25\|88.20\|2.68\|87.32\|90.88\|85.04\|74232;2026-06-26\|94.26\|6.87\|89.00\|97.98\|87.32\|92409;2026-06-29\|96.00\|1.85\|95.00\|98.60\|88.00\|106796;2026-06-30\|101.00\|5.21\|97.20\|101.22\|93.25\|97696;2026-07-01\|94.42\|-6.51\|99.17\|101.88\|94.21\|101120;2026-07-02\|91.38\|-3.22\|90.07\|101.00\|88.10\|86087;2026-07-03\|87.88\|-3.83\|91.38\|93.00\|87.00\|68142;2026-07-06\|85.75\|-2.42\|90.78\|92.75\|82.50\|64789;2026-07-07\|86.75\|1.17\|85.00\|88.32\|83.38\|50593;2026-07-08\|88.00\|1.44\|87.27\|90.83\|81.00\|65483;2026-07-09\|105.60\|20.00\|90.00\|105.60\|89.03\|114530;2026-07-10\|105.33\|-0.26\|110.99\|120.00\|105.00\|15923307
115370	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫存储过会强化国产芯片主题热度，公司智能无线电基带处理芯片进入商业化推广阶段；涨停缘由：第一代智能无线电基带处理芯片已商用，新一代芯片正研发宽带自组网模组，适配军用通信与无人系统升级需求，具备军工电子国产替代刚性逻辑；资金逻辑：军工电子与芯片双概念共振，北向资金近期小幅增持，融资余额处于历史中位水平，资金偏好高弹性次新股；风险提示：军工业务订单执行周期长，新一代芯片研发进度及下游导入存在不确定性，2026年一季度业绩尚未披露	军工电子信息装备供应商；公司第一代智能无线电基带处理芯片已进入商业化推广阶段，新一代芯片已转入宽带自组网模组研发阶段	2026-03-03\|58.40\|-12.67\|64.67\|65.80\|58.26\|69942;2026-03-04\|60.42\|3.46\|56.00\|60.55\|56.00\|39300;2026-03-05\|62.01\|2.63\|61.33\|63.20\|60.00\|29486;2026-03-06\|62.36\|0.56\|61.88\|63.67\|61.11\|21133;2026-03-09\|62.00\|-0.58\|60.62\|62.59\|58.90\|29002;2026-03-10\|64.70\|4.35\|62.50\|65.15\|62.00\|31018;2026-03-11\|63.70\|-1.55\|64.70\|65.48\|63.06\|21566;2026-03-12\|61.89\|-2.84\|63.70\|63.80\|60.51\|21181;2026-03-13\|60.07\|-2.94\|60.71\|61.92\|59.83\|18723;2026-03-16\|59.34\|-1.22\|60.07\|60.07\|58.39\|14207;2026-03-17\|58.19\|-1.94\|59.02\|59.50\|58.00\|11962;2026-03-18\|60.19\|3.44\|58.22\|60.40\|57.65\|15133;2026-03-19\|58.39\|-2.99\|59.25\|60.98\|57.81\|18179;2026-03-20\|56.20\|-3.75\|58.80\|59.16\|56.08\|17636;2026-03-23\|52.20\|-7.12\|55.60\|55.75\|51.51\|27009;2026-03-24\|54.25\|3.93\|54.00\|54.54\|52.80\|17984;2026-03-25\|57.17\|5.38\|53.88\|57.30\|53.88\|21480;2026-03-26\|55.57\|-2.80\|57.64\|58.13\|55.06\|15315;2026-03-27\|57.24\|3.01\|55.11\|58.68\|54.00\|15155;2026-03-30\|55.23\|-3.51\|56.50\|56.53\|54.12\|23931;2026-03-31\|54.05\|-2.14\|55.75\|56.52\|54.02\|13744;2026-04-01\|56.33\|4.22\|54.20\|57.10\|54.20\|21591;2026-04-02\|55.29\|-1.85\|56.07\|56.80\|54.50\|17711;2026-04-03\|55.65\|0.65\|55.64\|56.10\|54.28\|13399;2026-04-07\|55.20\|-0.81\|55.46\|56.52\|54.39\|10686;2026-04-08\|57.54\|4.24\|55.50\|57.96\|55.50\|22404;2026-04-09\|58.88\|2.33\|57.08\|59.33\|57.08\|27628;2026-04-10\|57.88\|-1.70\|59.85\|59.88\|57.34\|23669;2026-04-13\|57.83\|-0.09\|57.41\|58.78\|57.10\|14733;2026-04-14\|58.04\|0.36\|58.06\|58.37\|57.18\|16256;2026-04-15\|56.71\|-2.29\|58.04\|58.48\|56.63\|17442;2026-04-16\|58.13\|2.50\|56.71\|58.50\|56.55\|18171;2026-04-17\|57.55\|-1.00\|58.00\|58.85\|57.22\|12691;2026-04-20\|58.34\|1.37\|57.55\|59.61\|56.92\|22366;2026-04-21\|56.55\|-3.07\|58.00\|58.25\|56.13\|22215;2026-04-22\|57.57\|1.80\|56.50\|57.60\|55.50\|16259;2026-04-23\|55.95\|-2.81\|57.01\|58.26\|55.60\|16857;2026-04-24\|55.55\|-0.71\|55.45\|56.12\|54.46\|14720;2026-04-27\|54.44\|-2.00\|54.93\|55.99\|52.58\|27361;2026-04-28\|53.27\|-2.15\|54.30\|54.80\|52.60\|16411;2026-04-29\|53.30\|0.06\|53.00\|53.65\|52.40\|11658;2026-04-30\|53.88\|1.09\|53.00\|54.34\|52.88\|13634;2026-05-06\|54.70\|1.52\|53.88\|56.19\|53.85\|18464;2026-05-07\|58.30\|6.58\|55.06\|59.55\|54.60\|37409;2026-05-08\|59.70\|2.40\|58.27\|61.33\|57.11\|36870;2026-05-11\|59.20\|-0.84\|59.72\|60.38\|58.36\|23794;2026-05-12\|57.08\|-3.58\|59.05\|59.27\|56.80\|22640;2026-05-13\|58.21\|1.98\|57.40\|59.65\|55.75\|33437;2026-05-14\|55.59\|-4.50\|58.59\|58.59\|55.59\|22938;2026-05-15\|53.64\|-3.51\|55.56\|56.39\|53.03\|25438;2026-05-18\|54.81\|2.18\|53.10\|55.80\|52.68\|16928;2026-05-19\|56.73\|3.50\|55.12\|56.89\|54.09\|18664;2026-05-20\|54.17\|-4.51\|56.33\|56.70\|53.58\|23006;2026-05-21\|52.56\|-2.97\|54.68\|55.77\|52.40\|21576;2026-05-22\|53.00\|0.84\|52.58\|53.46\|51.90\|17773;2026-05-25\|50.08\|-5.51\|53.53\|53.78\|49.28\|35985;2026-05-26\|48.55\|-3.06\|50.07\|50.07\|46.91\|28515;2026-05-27\|46.72\|-3.77\|48.55\|49.05\|46.30\|20309;2026-05-28\|47.12\|0.86\|46.72\|47.30\|45.70\|15316;2026-05-29\|44.00\|-6.62\|47.05\|47.29\|43.85\|22013;2026-06-01\|44.36\|0.82\|44.08\|45.48\|43.87\|19558;2026-06-02\|43.89\|-1.06\|44.00\|44.92\|42.61\|15171;2026-06-03\|44.20\|0.71\|44.45\|44.76\|43.35\|17151;2026-06-04\|44.30\|0.23\|44.29\|45.12\|43.56\|16576;2026-06-05\|43.59\|-1.60\|44.43\|44.48\|43.41\|13541;2026-06-08\|42.30\|-2.96\|43.24\|43.67\|41.51\|23682;2026-06-09\|50.40\|19.15\|42.65\|50.68\|42.31\|40769;2026-06-10\|33.76\|-6.53\|35.57\|36.20\|33.20\|38245;2026-06-11\|32.92\|-2.49\|33.08\|34.48\|31.80\|36703;2026-06-12\|38.75\|17.71\|33.17\|39.38\|33.00\|76046;2026-06-15\|38.85\|0.26\|38.68\|39.69\|37.20\|46831;2026-06-16\|39.77\|2.37\|39.24\|40.88\|38.48\|46254;2026-06-17\|45.10\|13.40\|40.07\|45.47\|40.07\|99640;2026-06-18\|42.91\|-4.86\|44.68\|46.86\|42.19\|127329;2026-06-22\|43.55\|1.49\|42.99\|44.00\|42.30\|65819;2026-06-23\|43.06\|-1.13\|40.06\|43.91\|40.06\|63746;2026-06-24\|44.20\|2.65\|42.04\|44.43\|42.04\|55882;2026-06-25\|45.60\|3.17\|45.07\|46.00\|43.61\|51065;2026-06-26\|43.80\|-3.95\|45.20\|45.50\|42.90\|45732;2026-06-29\|41.60\|-5.02\|43.61\|44.87\|41.20\|48545;2026-06-30\|44.98\|8.12\|42.85\|46.83\|41.80\|83588;2026-07-01\|45.83\|1.89\|44.98\|46.58\|44.63\|49742;2026-07-02\|44.50\|-2.90\|44.98\|46.68\|44.30\|45346;2026-07-03\|44.26\|-0.54\|44.83\|46.36\|44.16\|41372;2026-07-06\|44.00\|-0.59\|44.29\|44.96\|42.02\|44691;2026-07-07\|42.35\|-3.75\|43.72\|44.56\|42.04\|31366;2026-07-08\|40.58\|-4.18\|42.48\|42.69\|40.20\|33280;2026-07-09\|42.40\|4.49\|40.79\|42.70\|40.11\|36693;2026-07-10\|41.90\|-1.18\|42.36\|44.17\|41.60\|4676965
115369	证监会批复同意长鑫科技首次公开发行股票注册	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	2026-03-03\|9.89\|-5.90\|10.55\|10.59\|9.85\|357544;2026-03-04\|9.76\|-1.31\|9.80\|10.05\|9.70\|257820;2026-03-05\|10.09\|3.38\|9.96\|10.52\|9.90\|370861;2026-03-06\|9.98\|-1.09\|10.05\|10.18\|9.88\|251501;2026-03-09\|9.80\|-1.80\|9.78\|9.88\|9.33\|308167;2026-03-10\|9.98\|1.84\|10.06\|10.13\|9.87\|222558;2026-03-11\|10.01\|0.30\|10.00\|10.32\|9.97\|242658;2026-03-12\|9.90\|-1.10\|10.00\|10.15\|9.82\|196242;2026-03-13\|9.76\|-1.41\|9.83\|10.07\|9.74\|191108;2026-03-16\|9.95\|1.95\|9.77\|9.95\|9.53\|223790;2026-03-17\|9.46\|-4.92\|9.95\|9.96\|9.43\|219921;2026-03-18\|9.84\|4.02\|9.57\|9.87\|9.51\|249414;2026-03-19\|9.50\|-3.46\|9.63\|9.67\|9.40\|243643;2026-03-20\|9.12\|-4.00\|9.53\|9.56\|9.10\|212238;2026-03-23\|8.71\|-4.50\|8.93\|9.22\|8.61\|293275;2026-03-24\|8.73\|0.23\|8.94\|8.95\|8.45\|256882;2026-03-25\|9.01\|3.21\|8.78\|9.12\|8.75\|218200;2026-03-26\|8.74\|-3.00\|8.95\|9.08\|8.70\|171895;2026-03-27\|8.90\|1.83\|8.58\|9.03\|8.52\|154536;2026-03-30\|8.82\|-0.90\|8.76\|8.84\|8.60\|170720;2026-03-31\|8.56\|-2.95\|8.79\|8.83\|8.55\|173193;2026-04-01\|8.82\|3.04\|8.81\|8.91\|8.71\|172444;2026-04-02\|8.43\|-4.42\|8.79\|8.79\|8.35\|206085;2026-04-03\|8.59\|1.90\|8.52\|8.80\|8.36\|223235;2026-04-07\|8.98\|4.54\|8.59\|9.49\|8.59\|335023;2026-04-08\|9.27\|3.23\|9.15\|9.28\|9.06\|314250;2026-04-09\|9.10\|-1.83\|9.15\|9.34\|9.07\|194001;2026-04-10\|9.20\|1.10\|9.21\|9.56\|9.19\|266310;2026-04-13\|9.17\|-0.33\|9.13\|9.30\|9.10\|191737;2026-04-14\|9.25\|0.87\|9.29\|9.35\|9.17\|196213;2026-04-15\|9.14\|-1.19\|9.40\|9.48\|9.13\|184531;2026-04-16\|9.27\|1.42\|9.19\|9.30\|9.07\|169904;2026-04-17\|9.34\|0.76\|9.25\|9.43\|9.21\|151359;2026-04-20\|9.40\|0.64\|9.28\|9.52\|9.28\|170936;2026-04-21\|9.54\|1.49\|9.35\|9.65\|9.26\|269062;2026-04-22\|9.76\|2.31\|9.48\|9.78\|9.41\|329652;2026-04-23\|9.74\|-0.20\|9.69\|9.98\|9.65\|284686;2026-04-24\|9.89\|1.54\|9.71\|10.12\|9.67\|325025;2026-04-27\|10.33\|4.45\|9.89\|10.43\|9.89\|436390;2026-04-28\|11.54\|11.71\|10.47\|12.15\|10.23\|1246339;2026-04-29\|11.11\|-3.73\|11.40\|11.47\|11.02\|770117;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\|130943228
115368	证监会批复同意长鑫科技首次公开发行股票注册	球形硅微粉+纳米二氧化硅+人形机器人行业原因：受中东局势紧张影响，国际油价继续上涨，突破110美元每桶，油价上涨推升化工品价格。公司原因： 1、据2026年1月22日互动易，公司产品球形硅微粉，可广泛应用于电子电路基板、电子封装、HBM封装、电子胶粘结剂塑料粒子、薄膜纤维、抛光、特种陶瓷和油墨涂料等领域。 2、据2025年10月15日互动易，公司产品可应用于人形机器人零部件涂层保护，具有防腐及调整视觉效果功能，延长使用寿命。 3、据2025年9月19日互动易，公司主营纳米二氧化硅新材料，系国内消光用二氧化硅龙头，牵头制定行业标准，打破外企垄断。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-03-03\|41.34\|-3.37\|42.25\|42.88\|39.80\|106045;2026-03-04\|49.61\|20.00\|40.75\|49.61\|40.50\|112171;2026-03-05\|58.23\|17.38\|52.72\|59.50\|51.40\|195824;2026-03-06\|66.60\|14.37\|58.00\|67.99\|57.85\|172348;2026-03-09\|68.41\|2.72\|65.77\|70.00\|62.39\|122205;2026-03-10\|76.20\|11.39\|72.87\|78.57\|72.87\|133100;2026-03-11\|75.60\|-0.79\|78.00\|82.33\|74.80\|112717;2026-03-12\|73.03\|-3.40\|77.15\|77.80\|70.30\|95193;2026-03-13\|68.61\|-6.05\|73.47\|75.88\|66.89\|92621;2026-03-16\|72.65\|5.89\|69.91\|74.81\|69.00\|93139;2026-03-17\|74.25\|2.20\|73.13\|77.77\|68.30\|115353;2026-03-18\|74.00\|-0.34\|74.26\|75.97\|71.22\|86100;2026-03-19\|70.00\|-5.41\|72.70\|73.50\|67.40\|76210;2026-03-20\|63.87\|-8.76\|71.00\|71.34\|63.00\|76214;2026-03-23\|64.81\|1.47\|61.00\|65.85\|61.00\|66359;2026-03-24\|63.00\|-2.79\|64.10\|64.37\|56.36\|80421;2026-03-25\|64.27\|2.02\|65.00\|68.55\|64.10\|109533;2026-03-26\|67.99\|5.79\|62.54\|73.35\|61.61\|103712;2026-03-27\|71.06\|4.52\|65.48\|75.32\|65.48\|93524;2026-03-30\|69.86\|-1.69\|68.24\|71.00\|65.11\|90935;2026-03-31\|65.50\|-6.24\|69.00\|69.80\|64.78\|71846;2026-04-01\|71.68\|9.44\|68.13\|75.96\|68.12\|103457;2026-04-02\|67.55\|-5.76\|71.84\|73.41\|67.17\|65596;2026-04-03\|69.05\|2.22\|67.57\|72.62\|65.00\|70965;2026-04-07\|82.86\|20.00\|69.90\|82.86\|69.20\|75977;2026-04-08\|81.80\|-1.28\|83.36\|87.88\|81.18\|113269;2026-04-09\|81.33\|-0.57\|81.73\|82.61\|77.00\|76145;2026-04-10\|82.58\|1.54\|81.76\|87.57\|79.70\|100306;2026-04-13\|94.36\|14.27\|79.01\|96.88\|78.21\|119790;2026-04-14\|89.12\|-5.55\|96.07\|97.00\|88.06\|91152;2026-04-15\|87.00\|-2.38\|88.73\|92.84\|86.42\|71726;2026-04-16\|92.94\|6.83\|85.96\|93.88\|83.00\|96195;2026-04-17\|100.51\|8.14\|91.19\|107.77\|91.19\|101778;2026-04-20\|97.61\|-2.89\|100.91\|105.18\|97.00\|70649;2026-04-21\|99.65\|2.09\|99.70\|105.58\|96.66\|81278;2026-04-22\|99.02\|-0.63\|98.94\|101.00\|94.60\|81161;2026-04-23\|106.21\|7.26\|98.21\|106.66\|91.00\|94044;2026-04-24\|111.83\|5.29\|105.05\|114.50\|100.00\|89347;2026-04-27\|116.50\|4.18\|114.10\|131.88\|112.91\|102368;2026-04-28\|113.75\|-2.36\|120.01\|121.66\|113.25\|81379;2026-04-29\|111.67\|-1.83\|111.12\|116.87\|111.12\|58357;2026-04-30\|115.98\|3.86\|112.01\|121.08\|112.01\|57077;2026-05-06\|121.85\|5.06\|115.59\|123.03\|114.14\|61879;2026-05-07\|139.95\|14.85\|120.00\|142.01\|118.00\|73310;2026-05-08\|135.40\|-3.25\|138.02\|143.92\|134.39\|57584;2026-05-11\|138.99\|2.65\|137.04\|140.14\|133.01\|50339;2026-05-12\|147.95\|6.45\|137.07\|153.66\|134.30\|59652;2026-05-13\|149.80\|1.25\|142.36\|152.00\|140.65\|51638;2026-05-14\|143.00\|-4.54\|148.31\|157.60\|143.00\|47067;2026-05-15\|122.58\|-14.28\|143.01\|144.53\|118.98\|96016;2026-05-18\|121.00\|-1.29\|122.57\|123.95\|118.68\|49993;2026-05-19\|124.20\|2.64\|119.10\|125.00\|117.00\|47081;2026-05-20\|137.36\|10.60\|123.01\|143.41\|122.70\|74847;2026-05-21\|123.60\|-10.02\|137.38\|140.10\|122.00\|68687;2026-05-22\|139.60\|12.95\|125.00\|141.50\|125.00\|82120;2026-05-25\|132.28\|-5.24\|140.01\|140.62\|130.13\|75997;2026-05-26\|130.18\|-1.59\|130.96\|136.00\|123.00\|61224;2026-05-27\|118.60\|-8.90\|126.50\|127.00\|116.00\|67221;2026-05-28\|118.01\|-0.25\|117.81\|119.68\|111.50\|58352;2026-05-29\|138.60\|17.45\|120.00\|141.61\|118.51\|140979;2026-06-01\|140.48\|1.36\|141.18\|148.88\|136.00\|115192;2026-06-02\|140.34\|-0.10\|139.24\|146.96\|136.19\|81857;2026-06-03\|130.39\|-7.09\|137.10\|139.98\|128.01\|98501;2026-06-04\|140.70\|7.91\|129.01\|146.35\|126.26\|102155;2026-06-05\|132.62\|-5.74\|143.00\|147.51\|130.01\|87212;2026-06-08\|118.81\|-10.41\|122.90\|125.44\|116.40\|75244;2026-06-09\|127.15\|7.02\|123.00\|129.47\|119.18\|62204;2026-06-10\|124.85\|-1.81\|122.74\|128.38\|120.98\|41121;2026-06-11\|134.34\|7.60\|123.35\|134.50\|121.20\|74545;2026-06-12\|132.48\|-1.38\|137.00\|148.99\|131.33\|87367;2026-06-15\|158.98\|20.00\|138.00\|158.98\|133.06\|126790;2026-06-16\|171.01\|7.57\|161.45\|178.35\|158.00\|114921;2026-06-17\|195.17\|14.13\|174.41\|203.99\|174.41\|101895;2026-06-18\|194.90\|-0.14\|177.88\|198.30\|174.19\|95713;2026-06-22\|194.60\|-0.15\|193.81\|203.87\|187.00\|74334;2026-06-23\|181.60\|-6.68\|187.05\|187.68\|176.00\|65245;2026-06-24\|179.00\|-1.43\|182.00\|185.88\|177.22\|49469;2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103
115367	证监会批复同意长鑫科技首次公开发行股票注册	AI芯片测试探针+HBM+券商看好 1、据东吴证券2026年6月7日研报，公司深度绑定算力头部客户，半导体测试业务正逐步成为核心成长曲线，客户资质与订单稳定性构成核心竞争壁垒，首次覆盖给予“买入”评级。 2、据2026年5月11日投资者关系活动记录表，HBM相关测试探针是公司即期重点研发市场，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程；同记录表显示，公司在手订单良好。 3、据2025年年度报告，公司2025年营业收入同比增长52.47%，归母净利润同比扭亏为盈，主要系AI芯片放量带动FT测试探针及MEMS精微零组件订单规模逐步增长。	A股芯片测试探针第一股	2026-03-03\|93.35\|-5.52\|98.80\|100.95\|92.59\|59049;2026-03-04\|91.41\|-2.08\|91.80\|95.00\|90.68\|34811;2026-03-05\|94.82\|3.73\|96.00\|100.50\|93.03\|70768;2026-03-06\|94.50\|-0.34\|93.16\|95.50\|91.58\|41555;2026-03-09\|88.80\|-6.03\|86.66\|89.68\|84.67\|61965;2026-03-10\|94.45\|6.36\|92.50\|95.69\|91.50\|44197;2026-03-11\|89.86\|-4.86\|94.42\|95.57\|89.23\|40982;2026-03-12\|90.09\|0.26\|89.01\|93.16\|88.03\|39488;2026-03-13\|92.50\|2.68\|89.20\|96.63\|88.30\|57923;2026-03-16\|96.70\|4.54\|91.00\|98.45\|87.01\|57296;2026-03-17\|94.60\|-2.17\|96.98\|99.13\|94.50\|47642;2026-03-18\|97.34\|2.90\|94.60\|99.00\|94.60\|51961;2026-03-19\|89.34\|-8.22\|93.00\|94.35\|88.60\|61554;2026-03-20\|88.36\|-1.10\|89.76\|91.77\|87.50\|33826;2026-03-23\|83.00\|-6.07\|85.04\|86.56\|81.20\|54255;2026-03-24\|85.71\|3.27\|84.00\|85.80\|81.12\|27849;2026-03-25\|84.70\|-1.18\|87.01\|89.17\|82.87\|51422;2026-03-26\|80.00\|-5.55\|84.00\|84.00\|79.60\|48782;2026-03-27\|83.81\|4.76\|77.00\|85.50\|77.00\|36214;2026-03-30\|82.88\|-1.11\|81.81\|84.18\|80.05\|35223;2026-03-31\|73.78\|-10.98\|83.19\|83.19\|73.00\|80988;2026-04-01\|76.70\|3.96\|77.00\|77.91\|74.56\|47646;2026-04-02\|74.05\|-3.46\|76.25\|76.67\|72.34\|39648;2026-04-03\|74.50\|0.61\|74.20\|76.00\|73.50\|33622;2026-04-07\|75.07\|0.77\|75.99\|76.65\|74.50\|22409;2026-04-08\|82.03\|9.27\|78.80\|82.09\|77.50\|43565;2026-04-09\|82.80\|0.94\|80.54\|85.85\|80.54\|52452;2026-04-10\|86.81\|4.84\|84.00\|89.88\|83.17\|66008;2026-04-13\|83.45\|-3.87\|85.00\|87.53\|83.18\|43513;2026-04-14\|85.70\|2.70\|84.90\|89.23\|83.77\|58047;2026-04-15\|86.97\|1.48\|85.59\|91.80\|85.06\|51660;2026-04-16\|85.33\|-1.89\|86.60\|88.19\|83.83\|42443;2026-04-17\|88.77\|4.03\|84.34\|89.89\|84.01\|48271;2026-04-20\|86.20\|-2.90\|88.77\|91.88\|84.68\|75128;2026-04-21\|103.44\|20.00\|85.44\|103.44\|84.80\|134017;2026-04-22\|119.26\|15.29\|103.85\|124.13\|100.88\|193362;2026-04-23\|111.04\|-6.89\|118.08\|118.97\|107.66\|103835;2026-04-24\|109.50\|-1.39\|111.12\|112.39\|106.60\|76557;2026-04-27\|115.60\|5.57\|112.04\|120.49\|112.00\|120576;2026-04-28\|119.77\|3.61\|118.10\|124.99\|117.70\|99276;2026-04-29\|123.77\|3.34\|117.69\|128.08\|117.69\|74102;2026-04-30\|121.48\|-1.85\|123.00\|126.83\|119.99\|66313;2026-05-06\|116.46\|-4.13\|125.00\|126.96\|115.80\|86224;2026-05-07\|125.66\|7.90\|117.00\|127.50\|115.65\|71808;2026-05-08\|128.30\|2.10\|122.60\|133.48\|121.99\|61668;2026-05-11\|129.76\|1.14\|129.88\|132.88\|125.14\|72525;2026-05-12\|124.89\|-3.75\|127.51\|128.89\|121.21\|70772;2026-05-13\|121.88\|-2.41\|122.00\|125.38\|118.64\|67808;2026-05-14\|119.84\|-1.67\|122.52\|125.50\|117.50\|64448;2026-05-15\|120.62\|0.65\|120.00\|122.84\|114.00\|49745;2026-05-18\|123.58\|2.45\|120.00\|125.00\|116.00\|50716;2026-05-19\|125.94\|1.91\|122.35\|126.67\|118.78\|56782;2026-05-20\|131.99\|4.80\|125.94\|132.88\|123.01\|64717;2026-05-21\|116.22\|-11.95\|131.85\|131.85\|115.20\|73509;2026-05-22\|123.00\|5.83\|118.22\|125.00\|112.98\|56679;2026-05-25\|120.36\|-2.15\|123.42\|123.88\|117.22\|52947;2026-05-26\|117.00\|-2.79\|122.50\|122.50\|113.64\|40764;2026-05-27\|106.45\|-8.95\|120.00\|120.00\|105.08\|74624;2026-05-28\|123.56\|16.07\|107.00\|125.56\|102.20\|94591;2026-05-29\|117.20\|-5.15\|122.88\|123.92\|114.00\|60443;2026-06-01\|109.07\|-6.94\|115.90\|118.00\|108.00\|50105;2026-06-02\|112.58\|3.22\|111.25\|115.67\|108.77\|34939;2026-06-03\|129.70\|15.21\|113.01\|135.10\|113.01\|107454;2026-06-04\|124.00\|-4.39\|123.28\|128.76\|122.40\|69813;2026-06-05\|120.18\|-3.08\|123.51\|126.69\|119.68\|50194;2026-06-08\|114.59\|-4.65\|109.10\|120.66\|109.10\|47964;2026-06-09\|114.37\|-0.19\|117.00\|118.50\|113.00\|42963;2026-06-10\|111.00\|-2.95\|113.12\|117.50\|108.20\|50226;2026-06-11\|133.20\|20.00\|110.09\|133.20\|110.09\|104162;2026-06-12\|128.80\|-3.30\|140.00\|142.30\|127.71\|92677;2026-06-15\|130.80\|1.55\|128.00\|132.51\|123.67\|84678;2026-06-16\|132.87\|1.58\|130.36\|136.00\|126.89\|83232;2026-06-17\|152.15\|14.51\|133.13\|156.68\|129.04\|97382;2026-06-18\|158.20\|3.98\|146.00\|160.50\|144.00\|81282;2026-06-22\|148.10\|-6.38\|155.10\|157.00\|140.01\|75381;2026-06-23\|146.42\|-1.13\|142.90\|147.96\|139.00\|40723;2026-06-24\|150.68\|2.91\|143.50\|155.00\|142.84\|51793;2026-06-25\|158.38\|5.11\|154.50\|164.89\|149.00\|53519;2026-06-26\|148.20\|-6.43\|155.39\|163.87\|144.00\|51755;2026-06-29\|146.48\|-1.16\|142.00\|153.99\|135.33\|55759;2026-06-30\|158.98\|8.53\|146.68\|159.99\|140.68\|60174;2026-07-01\|158.10\|-0.55\|163.38\|169.80\|155.00\|56354;2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|3961536
115366	证监会批复同意长鑫科技首次公开发行股票注册	涨停揭秘：长鑫科技IPO注册获批预示国产存储制造加速，公司作为模拟测试机龙头深度绑定长电科技、通富微电等封测厂；涨停缘由：国产晶圆厂与封测厂同步扩产，测试设备需求刚性增长，华峰测控在模拟/混合信号测试领域市占率超60%；资金逻辑：资金偏好高确定性设备龙头，公司订单可见度高，2026年Q2新签订单同比显著增长；风险提示：测试设备行业受下游资本开支影响大，若晶圆厂扩产放缓将压制设备采购节奏	公司为国内半导体测试机龙头，现已成为国内前三大半导体封测厂商模拟测试领域的主力供应商	2026-03-03\|268.58\|-6.60\|283.97\|291.00\|266.26\|35079;2026-03-04\|265.37\|-1.20\|266.98\|273.99\|263.30\|20911;2026-03-05\|267.00\|0.61\|272.00\|276.99\|265.30\|25980;2026-03-06\|265.71\|-0.48\|265.00\|276.73\|264.00\|16440;2026-03-09\|260.00\|-2.15\|256.00\|262.60\|252.20\|23443;2026-03-10\|264.84\|1.86\|266.40\|269.00\|259.09\|18820;2026-03-11\|257.33\|-2.84\|262.96\|264.80\|254.20\|20572;2026-03-12\|254.29\|-1.18\|256.36\|260.48\|250.58\|16341;2026-03-13\|251.14\|-1.24\|255.06\|259.36\|250.20\|21684;2026-03-16\|265.01\|5.52\|255.00\|266.88\|247.10\|32866;2026-03-17\|267.56\|0.96\|266.30\|276.98\|263.01\|41018;2026-03-18\|269.98\|0.90\|268.18\|274.97\|262.00\|28179;2026-03-19\|266.50\|-1.29\|266.38\|273.65\|259.00\|28742;2026-03-20\|270.00\|1.31\|271.53\|277.75\|267.32\|26655;2026-03-23\|258.97\|-4.09\|266.60\|268.00\|256.11\|23338;2026-03-24\|266.88\|3.05\|263.00\|268.28\|255.02\|24164;2026-03-25\|267.50\|0.23\|270.00\|277.82\|264.01\|21963;2026-03-26\|260.56\|-2.59\|263.63\|266.41\|257.63\|18961;2026-03-27\|268.47\|3.04\|258.21\|273.73\|255.80\|22297;2026-03-30\|282.97\|5.40\|267.66\|285.99\|263.29\|35741;2026-03-31\|262.80\|-7.13\|280.14\|282.10\|261.49\|42395;2026-04-01\|272.30\|3.61\|271.88\|277.77\|267.00\|26901;2026-04-02\|266.00\|-2.31\|270.68\|274.99\|260.20\|19940;2026-04-03\|262.20\|-1.43\|266.73\|271.00\|260.20\|12271;2026-04-07\|261.25\|-0.36\|265.10\|268.91\|259.00\|15726;2026-04-08\|283.43\|8.49\|270.01\|284.88\|270.01\|24281;2026-04-09\|285.15\|0.61\|277.10\|293.98\|276.61\|22179;2026-04-10\|293.03\|2.76\|289.95\|303.20\|286.00\|24474;2026-04-13\|281.77\|-3.84\|290.04\|295.00\|279.13\|22578;2026-04-14\|296.94\|5.38\|284.77\|300.94\|283.80\|25035;2026-04-15\|286.00\|-3.68\|297.52\|299.00\|284.08\|21256;2026-04-16\|299.08\|4.57\|284.57\|302.53\|281.51\|25784;2026-04-17\|305.98\|2.31\|295.00\|306.00\|290.20\|25151;2026-04-20\|294.21\|-3.85\|302.93\|302.93\|289.61\|31058;2026-04-21\|294.20\|-0.00\|293.75\|300.09\|286.58\|22695;2026-04-22\|301.30\|2.41\|294.21\|301.88\|291.02\|22873;2026-04-23\|308.51\|2.39\|301.30\|314.98\|295.09\|35755;2026-04-24\|308.60\|0.03\|318.00\|332.99\|305.00\|51246;2026-04-27\|318.13\|3.09\|310.14\|321.42\|297.03\|40007;2026-04-28\|324.02\|1.85\|319.67\|331.98\|311.00\|30268;2026-04-29\|335.04\|3.40\|313.46\|337.76\|308.60\|41141;2026-04-30\|349.50\|4.32\|335.00\|362.80\|326.30\|39637;2026-05-06\|347.00\|-0.72\|356.49\|373.88\|341.58\|34782;2026-05-07\|350.69\|1.06\|347.01\|354.21\|340.01\|27726;2026-05-08\|339.00\|-3.33\|342.15\|347.00\|337.00\|22978;2026-05-11\|367.55\|8.42\|345.00\|368.98\|339.00\|33838;2026-05-12\|373.60\|1.65\|362.61\|389.00\|356.80\|29660;2026-05-13\|399.27\|6.87\|373.15\|408.00\|359.98\|32940;2026-05-14\|397.00\|-0.57\|400.63\|408.79\|391.66\|21990;2026-05-15\|412.00\|3.78\|398.21\|419.88\|382.30\|30885;2026-05-18\|412.60\|0.15\|407.88\|430.10\|401.01\|27815;2026-05-19\|433.30\|5.02\|411.28\|435.00\|391.68\|28557;2026-05-20\|478.00\|10.32\|428.89\|478.00\|428.00\|31891;2026-05-21\|432.00\|-9.62\|495.00\|499.97\|426.16\|43622;2026-05-22\|449.95\|4.16\|432.00\|453.00\|401.00\|49522;2026-05-25\|462.50\|2.79\|433.00\|477.86\|418.00\|49044;2026-05-26\|442.01\|-4.43\|451.00\|458.00\|432.00\|35802;2026-05-27\|409.33\|-7.39\|435.00\|437.00\|406.66\|41801;2026-05-28\|425.00\|3.83\|413.48\|425.80\|404.97\|32521;2026-05-29\|398.04\|-6.34\|417.35\|423.89\|392.00\|37234;2026-06-01\|377.30\|-5.21\|405.20\|406.06\|373.52\|37693;2026-06-02\|373.46\|-1.02\|382.96\|386.38\|367.79\|35887;2026-06-03\|390.10\|4.46\|376.00\|407.17\|376.00\|42446;2026-06-04\|441.00\|13.05\|388.00\|444.44\|388.00\|48224;2026-06-05\|427.92\|-2.97\|433.00\|443.00\|420.00\|33517;2026-06-08\|437.10\|2.15\|418.00\|445.00\|415.08\|38113;2026-06-09\|463.00\|5.93\|443.00\|468.65\|438.00\|34207;2026-06-10\|467.46\|0.96\|456.00\|480.00\|448.04\|31171;2026-06-11\|315.00\|-0.04\|312.58\|333.00\|304.73\|51903;2026-06-12\|299.98\|-4.77\|327.96\|335.74\|293.92\|83891;2026-06-15\|298.00\|-0.66\|299.00\|309.58\|287.78\|72185;2026-06-16\|316.99\|6.37\|304.98\|323.33\|301.90\|57628;2026-06-17\|363.82\|14.77\|311.00\|375.00\|309.33\|86070;2026-06-18\|375.00\|3.07\|365.00\|378.85\|356.00\|63611;2026-06-22\|407.90\|8.77\|378.02\|417.56\|378.02\|72149;2026-06-23\|424.15\|3.98\|405.00\|442.88\|405.00\|56083;2026-06-24\|439.00\|3.50\|408.01\|448.00\|408.01\|55685;2026-06-25\|454.74\|3.59\|447.98\|465.00\|435.00\|49488;2026-06-26\|469.10\|3.16\|451.00\|475.00\|446.00\|42497;2026-06-29\|531.20\|13.24\|470.50\|539.45\|470.50\|65846;2026-06-30\|525.10\|-1.15\|525.89\|540.00\|495.60\|59975;2026-07-01\|529.85\|0.90\|527.68\|570.00\|507.90\|58334;2026-07-02\|450.00\|-15.07\|499.98\|513.00\|439.00\|89194;2026-07-03\|464.00\|3.11\|448.00\|480.68\|421.07\|80690;2026-07-06\|443.40\|-4.44\|466.00\|474.91\|426.00\|66376;2026-07-07\|463.28\|4.48\|443.50\|483.75\|430.05\|71971;2026-07-08\|498.76\|7.66\|472.55\|529.98\|460.00\|81169;2026-07-09\|543.00\|8.87\|510.00\|544.77\|490.03\|61943;2026-07-10\|505.00\|-7.00\|535.00\|564.65\|501.00\|6245590
115365	证监会批复同意长鑫科技首次公开发行股票注册	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-03-03\|103.96\|-6.07\|110.60\|111.59\|103.80\|23278;2026-03-04\|102.92\|-1.00\|102.44\|106.30\|102.44\|14374;2026-03-05\|105.00\|2.02\|104.98\|107.35\|103.44\|20418;2026-03-06\|115.55\|10.05\|103.91\|117.99\|103.88\|64448;2026-03-09\|121.25\|4.93\|115.11\|121.88\|113.47\|57529;2026-03-10\|129.94\|7.17\|125.00\|131.90\|125.00\|71370;2026-03-11\|129.50\|-0.34\|129.54\|136.88\|128.50\|69975;2026-03-12\|126.85\|-2.05\|129.52\|130.98\|124.52\|30923;2026-03-13\|123.05\|-3.00\|126.45\|126.60\|121.76\|25076;2026-03-16\|128.33\|4.29\|122.46\|128.38\|119.86\|29849;2026-03-17\|119.50\|-6.88\|128.19\|128.38\|119.25\|26051;2026-03-18\|123.41\|3.27\|121.21\|124.60\|117.80\|31043;2026-03-19\|120.05\|-2.72\|122.00\|122.58\|118.00\|24336;2026-03-20\|115.16\|-4.07\|120.78\|123.00\|115.00\|21574;2026-03-23\|109.79\|-4.66\|111.75\|114.47\|108.55\|20793;2026-03-24\|112.60\|2.56\|111.66\|113.25\|108.42\|15035;2026-03-25\|112.25\|-0.31\|113.36\|116.36\|110.97\|21162;2026-03-26\|109.50\|-2.45\|112.25\|112.30\|108.37\|14607;2026-03-27\|115.80\|5.75\|108.04\|116.92\|107.52\|25114;2026-03-30\|111.89\|-3.38\|113.61\|115.07\|111.01\|16747;2026-03-31\|106.32\|-4.98\|111.89\|111.89\|106.10\|19045;2026-04-01\|127.58\|20.00\|109.00\|127.58\|107.88\|87850;2026-04-02\|118.66\|-6.99\|126.89\|126.89\|118.01\|71314;2026-04-03\|121.88\|2.71\|121.05\|124.58\|118.20\|56460;2026-04-07\|128.95\|5.80\|126.50\|131.31\|125.30\|72751;2026-04-08\|136.72\|6.03\|133.80\|139.99\|129.26\|83044;2026-04-09\|143.80\|5.18\|142.01\|146.71\|137.00\|88489;2026-04-10\|144.20\|0.28\|138.67\|146.50\|137.69\|74282;2026-04-13\|142.93\|-0.88\|141.02\|147.20\|138.76\|64285;2026-04-14\|151.59\|6.06\|147.77\|158.50\|144.68\|80179;2026-04-15\|149.75\|-1.21\|150.84\|155.00\|147.81\|52853;2026-04-16\|154.36\|3.08\|153.75\|157.21\|148.00\|52499;2026-04-17\|162.14\|5.04\|154.46\|171.86\|149.35\|91634;2026-04-20\|153.90\|-5.08\|160.41\|161.89\|151.92\|82009;2026-04-21\|154.80\|0.58\|153.01\|158.87\|152.01\|53103;2026-04-22\|164.06\|5.98\|153.97\|165.00\|153.46\|54214;2026-04-23\|162.43\|-0.99\|168.47\|171.80\|159.31\|54626;2026-04-24\|161.01\|-0.87\|159.89\|166.99\|159.27\|35904;2026-04-27\|161.15\|0.09\|161.00\|165.00\|158.32\|39787;2026-04-28\|156.47\|-2.90\|161.77\|165.80\|155.50\|56059;2026-04-29\|156.80\|0.21\|153.00\|160.90\|153.00\|39309;2026-04-30\|156.11\|-0.44\|155.01\|159.90\|154.50\|30413;2026-05-06\|163.52\|4.75\|157.33\|172.45\|154.00\|73667;2026-05-07\|165.91\|1.46\|163.29\|168.58\|161.50\|58809;2026-05-08\|170.71\|2.89\|162.97\|178.00\|162.00\|62379;2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907
115364	证监会批复同意长鑫科技首次公开发行股票注册	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-03-03\|23.40\|-6.40\|24.95\|25.20\|23.32\|123053;2026-03-04\|23.45\|0.21\|23.07\|23.71\|23.07\|48494;2026-03-05\|23.80\|1.49\|23.96\|24.24\|23.70\|55434;2026-03-06\|23.95\|0.63\|23.56\|24.13\|23.53\|38224;2026-03-09\|23.67\|-1.17\|23.45\|23.82\|23.14\|58129;2026-03-10\|24.19\|2.20\|24.10\|24.30\|23.93\|50720;2026-03-11\|24.01\|-0.74\|24.35\|24.42\|24.00\|54008;2026-03-12\|23.46\|-2.29\|24.00\|24.05\|23.37\|64213;2026-03-13\|23.33\|-0.55\|23.43\|23.74\|23.16\|54608;2026-03-16\|23.90\|2.44\|23.33\|23.90\|23.15\|56978;2026-03-17\|23.69\|-0.88\|23.98\|24.16\|23.67\|50984;2026-03-18\|24.27\|2.45\|23.66\|24.46\|23.66\|74115;2026-03-19\|23.61\|-2.72\|23.93\|24.10\|23.51\|54748;2026-03-20\|22.83\|-3.30\|23.65\|23.80\|22.77\|72923;2026-03-23\|21.15\|-7.36\|22.25\|22.32\|21.12\|91582;2026-03-24\|21.65\|2.36\|21.50\|21.66\|20.92\|48515;2026-03-25\|22.05\|1.85\|21.80\|22.35\|21.80\|48841;2026-03-26\|21.40\|-2.95\|22.21\|22.21\|21.39\|39372;2026-03-27\|21.61\|0.98\|21.00\|21.75\|20.98\|33489;2026-03-30\|21.39\|-1.02\|21.36\|21.60\|21.06\|36709;2026-03-31\|21.12\|-1.26\|21.40\|21.56\|21.06\|27911;2026-04-01\|21.64\|2.46\|21.54\|21.79\|21.30\|36147;2026-04-02\|21.24\|-1.85\|21.76\|21.77\|21.18\|28726;2026-04-03\|21.13\|-0.52\|21.25\|21.39\|21.10\|29887;2026-04-07\|21.18\|0.24\|21.15\|21.56\|21.15\|28590;2026-04-08\|22.23\|4.96\|21.74\|22.23\|21.70\|60695;2026-04-09\|21.87\|-1.62\|22.03\|22.13\|21.80\|30605;2026-04-10\|21.91\|0.18\|22.01\|22.29\|21.88\|35680;2026-04-13\|21.98\|0.32\|21.73\|22.08\|21.64\|27641;2026-04-14\|22.37\|1.77\|22.14\|22.50\|22.09\|54732;2026-04-15\|22.57\|0.89\|22.46\|23.04\|22.38\|67082;2026-04-16\|22.53\|-0.18\|22.58\|22.65\|22.38\|38360;2026-04-17\|22.65\|0.53\|22.38\|22.92\|22.38\|51389;2026-04-20\|23.37\|3.18\|22.66\|23.92\|22.52\|89497;2026-04-21\|22.47\|-3.85\|22.90\|23.16\|22.41\|71196;2026-04-22\|22.83\|1.60\|22.39\|22.84\|22.28\|45703;2026-04-23\|22.91\|0.35\|22.87\|23.52\|22.63\|73696;2026-04-24\|22.92\|0.04\|22.87\|23.24\|22.65\|53599;2026-04-27\|23.32\|1.75\|22.93\|23.49\|22.93\|68207;2026-04-28\|22.24\|-4.63\|22.93\|23.19\|22.04\|170009;2026-04-29\|22.39\|0.67\|22.04\|22.53\|21.92\|87749;2026-04-30\|23.70\|5.85\|22.32\|24.10\|22.23\|179930;2026-05-06\|26.71\|12.70\|24.36\|28.00\|24.25\|409404;2026-05-07\|27.55\|3.14\|26.46\|28.00\|26.46\|267219;2026-05-08\|30.66\|11.29\|27.20\|31.24\|26.86\|470939;2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|32847148
115363	证监会批复同意长鑫科技首次公开发行股票注册	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-03-03\|227.32\|-11.55\|258.06\|259.85\|226.00\|80756;2026-03-04\|241.39\|6.19\|238.88\|248.19\|233.34\|78565;2026-03-05\|246.84\|2.26\|250.00\|253.79\|241.59\|64712;2026-03-06\|253.30\|2.62\|245.74\|254.58\|241.84\|59503;2026-03-09\|251.00\|-0.91\|237.00\|252.70\|233.58\|50770;2026-03-10\|259.60\|3.43\|258.00\|267.94\|249.02\|62227;2026-03-11\|254.45\|-1.98\|262.00\|264.00\|254.00\|45864;2026-03-12\|256.00\|0.61\|254.45\|262.80\|251.00\|44269;2026-03-13\|244.00\|-4.69\|248.95\|268.00\|244.00\|83816;2026-03-16\|264.22\|8.29\|248.88\|272.60\|244.00\|74622;2026-03-17\|260.46\|-1.42\|260.00\|263.97\|251.10\|55358;2026-03-18\|278.18\|6.80\|273.00\|285.00\|267.66\|82176;2026-03-19\|293.00\|5.33\|268.09\|305.99\|256.44\|116686;2026-03-20\|280.01\|-4.43\|292.51\|298.93\|273.63\|78815;2026-03-23\|273.11\|-2.46\|266.04\|294.00\|266.04\|70116;2026-03-24\|263.08\|-3.67\|267.14\|271.90\|238.00\|84651;2026-03-25\|256.01\|-2.69\|258.00\|270.50\|248.50\|76989;2026-03-26\|242.00\|-5.47\|240.20\|252.50\|238.20\|60116;2026-03-27\|240.17\|-0.76\|232.56\|245.88\|229.47\|46405;2026-03-30\|239.10\|-0.45\|235.48\|245.55\|234.56\|37049;2026-03-31\|225.19\|-5.82\|237.67\|239.41\|222.23\|64299;2026-04-01\|238.29\|5.82\|239.00\|241.00\|223.38\|66885;2026-04-02\|224.10\|-5.95\|235.17\|244.33\|221.39\|62665;2026-04-03\|218.78\|-2.37\|226.90\|229.25\|218.78\|34465;2026-04-07\|225.95\|3.28\|225.00\|231.84\|224.61\|41949;2026-04-08\|239.86\|6.16\|238.00\|240.68\|229.00\|70222;2026-04-09\|242.79\|1.22\|235.00\|246.60\|233.00\|54202;2026-04-10\|254.25\|4.72\|249.95\|261.10\|247.91\|67402;2026-04-13\|252.78\|-0.58\|249.08\|259.95\|249.00\|50765;2026-04-14\|271.03\|7.22\|257.33\|277.00\|256.00\|71814;2026-04-15\|265.45\|-2.06\|273.10\|275.86\|262.50\|51252;2026-04-16\|265.18\|-0.10\|264.97\|271.86\|258.37\|50556;2026-04-17\|264.50\|-0.26\|261.03\|270.00\|258.00\|47877;2026-04-20\|271.40\|2.61\|265.53\|273.50\|261.62\|45407;2026-04-21\|275.10\|1.36\|270.00\|280.00\|258.75\|52905;2026-04-22\|273.50\|-0.58\|273.73\|277.70\|265.00\|67539;2026-04-23\|266.13\|-2.69\|281.01\|282.50\|260.61\|50425;2026-04-24\|261.58\|-1.71\|264.39\|270.54\|255.00\|42610;2026-04-27\|262.41\|0.32\|263.31\|266.00\|256.00\|39656;2026-04-28\|275.86\|5.13\|265.09\|284.59\|260.35\|75001;2026-04-29\|267.70\|-2.96\|276.21\|278.88\|248.98\|109967;2026-04-30\|271.09\|1.27\|272.00\|283.03\|260.02\|92670;2026-05-06\|318.52\|17.50\|289.97\|323.55\|289.00\|108130;2026-05-07\|319.00\|0.15\|318.00\|321.59\|308.88\|68341;2026-05-08\|317.50\|-0.47\|315.00\|325.66\|312.30\|56211;2026-05-11\|381.00\|20.00\|348.77\|381.00\|342.90\|104385;2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|82196;2026-07-09\|762.07\|9.81\|742.56\|805.55\|707.88\|113949;2026-07-10\|703.00\|-7.75\|762.00\|784.48\|701.00\|8111102
115362	证监会批复同意长鑫科技首次公开发行股票注册	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-03\|272.89\|-6.91\|295.00\|296.10\|272.59\|333294;2026-03-04\|279.07\|2.26\|272.89\|290.00\|272.89\|326916;2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457
115361	证监会批复同意长鑫科技首次公开发行股票注册	RFID+AI融合+数智文旅行业原因：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、据国泰海通证券2026年6月16日研报，首次覆盖公司给予“增持”评级，目标价6.55元，指出公司主业“RFID+AI”不断升级，布局宠物经济、数智文旅等新消费打开成长空间。 2、据2026年5月19日业绩说明会，公司以“RFID+AI”为核心技术路线，AI视觉盘点机器人、AI自助借还等产品已实现规模化落地，并与西安电子科技大学共建深维智能实验室研发垂直行业大模型。 3、据2025年年度报告及2026年5月19日业绩说明会，公司数智文旅业务2025年营收突破亿元，服务迪士尼、环球影城等800余家文旅项目，构建了联通AIoT、AR交互与区块链技术的全链条解决方案。	公司自主研发的RFID芯片已广泛应用于铁路、烟草、电力、图书等业务领域，且公司提供自芯片、标签、读写器到软件开发等全套产品和服务	2026-03-03\|7.80\|-7.14\|8.50\|8.51\|7.74\|473157;2026-03-04\|7.71\|-1.15\|7.65\|7.84\|7.60\|303383;2026-03-05\|7.87\|2.08\|7.85\|8.00\|7.81\|271552;2026-03-06\|8.03\|2.03\|7.80\|8.05\|7.73\|208697;2026-03-09\|8.18\|1.87\|7.88\|8.25\|7.63\|396939;2026-03-10\|8.25\|0.86\|8.27\|8.42\|8.18\|222240;2026-03-11\|8.27\|0.24\|8.28\|8.41\|8.23\|239500;2026-03-12\|8.24\|-0.36\|8.27\|8.44\|8.19\|215623;2026-03-13\|7.97\|-3.28\|8.19\|8.21\|7.94\|258200;2026-03-16\|8.30\|4.14\|8.05\|8.43\|7.99\|363788;2026-03-17\|7.89\|-4.94\|8.30\|8.36\|7.88\|250855;2026-03-18\|8.26\|4.69\|8.02\|8.34\|7.92\|307146;2026-03-19\|7.84\|-5.08\|8.16\|8.16\|7.80\|274005;2026-03-20\|7.45\|-4.97\|7.96\|7.97\|7.45\|250216;2026-03-23\|6.92\|-7.11\|7.30\|7.32\|6.82\|308310;2026-03-24\|7.24\|4.62\|7.05\|7.25\|6.95\|254951;2026-03-25\|7.60\|4.97\|7.24\|7.87\|7.21\|380496;2026-03-26\|7.33\|-3.55\|7.60\|7.61\|7.28\|196065;2026-03-27\|7.47\|1.91\|7.22\|7.54\|7.17\|174073;2026-03-30\|7.65\|2.41\|7.31\|7.69\|7.31\|191362;2026-03-31\|7.53\|-1.57\|7.58\|7.75\|7.48\|203608;2026-04-01\|7.64\|1.46\|7.66\|7.75\|7.53\|148005;2026-04-02\|7.41\|-3.01\|7.70\|7.70\|7.36\|159823;2026-04-03\|7.24\|-2.29\|7.49\|7.49\|7.20\|135413;2026-04-07\|7.38\|1.93\|7.25\|7.43\|7.25\|111804;2026-04-08\|7.65\|3.66\|7.53\|7.67\|7.53\|196133;2026-04-09\|7.47\|-2.35\|7.57\|7.63\|7.40\|192107;2026-04-10\|7.46\|-0.13\|7.53\|7.62\|7.44\|144450;2026-04-13\|7.30\|-2.14\|7.40\|7.49\|7.26\|194756;2026-04-14\|7.30\|0.00\|7.37\|7.43\|7.18\|204533;2026-04-15\|7.24\|-0.82\|7.36\|7.48\|7.21\|188606;2026-04-16\|7.34\|1.38\|7.26\|7.36\|7.15\|161183;2026-04-17\|7.23\|-1.50\|7.34\|7.37\|7.19\|163332;2026-04-20\|7.21\|-0.28\|7.21\|7.33\|7.18\|158524;2026-04-21\|7.01\|-2.77\|7.18\|7.18\|6.95\|198356;2026-04-22\|7.30\|4.14\|6.96\|7.38\|6.89\|300543;2026-04-23\|7.31\|0.14\|7.31\|7.59\|7.20\|298336;2026-04-24\|7.25\|-0.82\|7.31\|7.32\|7.05\|204467;2026-04-27\|7.20\|-0.69\|7.25\|7.27\|7.08\|186244;2026-04-28\|7.06\|-1.94\|7.20\|7.21\|7.02\|185968;2026-04-29\|7.03\|-0.42\|6.69\|7.10\|6.38\|490119;2026-04-30\|6.74\|-4.13\|6.96\|7.12\|6.71\|349667;2026-05-06\|6.86\|1.78\|6.82\|6.92\|6.73\|320845;2026-05-07\|7.07\|3.06\|6.88\|7.09\|6.87\|246741;2026-05-08\|7.19\|1.70\|7.09\|7.24\|6.87\|232098;2026-05-11\|7.27\|1.11\|7.20\|7.29\|7.12\|210561;2026-05-12\|7.01\|-3.58\|7.25\|7.25\|6.94\|248254;2026-05-13\|6.95\|-0.86\|7.01\|7.06\|6.90\|198795;2026-05-14\|6.80\|-2.16\|6.99\|7.15\|6.69\|274381;2026-05-15\|6.63\|-2.50\|6.81\|6.83\|6.57\|200124;2026-05-18\|7.02\|5.88\|6.61\|7.10\|6.52\|326311;2026-05-19\|6.90\|-1.71\|7.00\|7.27\|6.87\|321020;2026-05-20\|6.75\|-2.17\|6.84\|6.87\|6.69\|173490;2026-05-21\|6.47\|-4.15\|6.79\|6.87\|6.44\|204945;2026-05-22\|6.54\|1.08\|6.57\|6.62\|6.42\|173868;2026-05-25\|6.72\|2.75\|6.58\|6.90\|6.43\|226210;2026-05-26\|6.52\|-2.98\|6.66\|6.72\|6.39\|198590;2026-05-27\|6.43\|-1.38\|6.50\|6.54\|6.32\|164418;2026-05-28\|6.59\|2.49\|6.41\|6.65\|6.33\|212355;2026-05-29\|6.24\|-5.31\|6.50\|6.63\|6.22\|200856;2026-06-01\|6.35\|1.76\|6.21\|6.44\|6.16\|158150;2026-06-02\|6.10\|-3.94\|6.32\|6.37\|6.03\|153201;2026-06-03\|6.04\|-0.98\|6.10\|6.14\|5.96\|141305;2026-06-04\|6.00\|-0.66\|6.00\|6.09\|5.92\|111360;2026-06-05\|6.03\|0.50\|6.01\|6.20\|5.94\|156724;2026-06-08\|5.73\|-4.98\|5.93\|6.02\|5.65\|197362;2026-06-09\|5.75\|0.35\|5.80\|5.84\|5.66\|120038;2026-06-10\|5.68\|-1.22\|5.66\|5.74\|5.57\|165970;2026-06-11\|5.49\|-3.35\|5.61\|5.66\|5.41\|153778;2026-06-12\|5.55\|1.09\|5.55\|5.67\|5.52\|144624;2026-06-15\|5.60\|0.90\|5.60\|5.76\|5.54\|160372;2026-06-16\|5.69\|1.61\|5.61\|5.72\|5.46\|196124;2026-06-17\|6.26\|10.02\|5.74\|6.26\|5.66\|471669;2026-06-18\|6.09\|-2.72\|6.26\|6.41\|6.06\|454615;2026-06-22\|6.01\|-1.31\|6.12\|6.18\|5.79\|304453;2026-06-23\|6.04\|0.50\|6.14\|6.38\|6.00\|318582;2026-06-24\|5.88\|-2.65\|5.96\|6.02\|5.73\|228610;2026-06-25\|5.80\|-1.36\|5.85\|6.01\|5.69\|191351;2026-06-26\|5.40\|-6.90\|5.80\|5.80\|5.40\|214266;2026-06-29\|5.32\|-1.48\|5.36\|5.42\|5.13\|169881;2026-06-30\|5.38\|1.13\|5.27\|5.43\|5.24\|133789;2026-07-01\|5.92\|10.04\|5.49\|5.92\|5.44\|266335;2026-07-02\|5.52\|-6.76\|5.95\|5.95\|5.48\|415165;2026-07-03\|5.62\|1.81\|5.58\|5.79\|5.52\|269587;2026-07-06\|5.46\|-2.85\|5.78\|5.83\|5.45\|170699;2026-07-07\|5.27\|-3.48\|5.49\|5.49\|5.24\|143519;2026-07-08\|5.23\|-0.76\|5.25\|5.36\|5.20\|119745;2026-07-09\|5.20\|-0.57\|5.23\|5.25\|4.98\|171966;2026-07-10\|5.28\|1.54\|5.15\|5.45\|5.15\|164929
115360	证监会批复同意长鑫科技首次公开发行股票注册	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-03-03\|132.12\|-7.69\|144.80\|146.00\|132.11\|50948;2026-03-04\|134.21\|1.58\|131.84\|135.90\|131.37\|37021;2026-03-05\|136.80\|1.93\|136.86\|138.68\|133.37\|38744;2026-03-06\|135.25\|-1.13\|136.80\|141.00\|135.17\|25055;2026-03-09\|132.11\|-2.32\|130.01\|132.80\|126.60\|39665;2026-03-10\|135.53\|2.59\|135.50\|136.60\|132.51\|24016;2026-03-11\|131.30\|-3.12\|135.53\|136.68\|129.70\|33247;2026-03-12\|128.03\|-2.49\|130.35\|132.50\|126.50\|33090;2026-03-13\|140.83\|10.00\|138.75\|140.83\|138.75\|22768;2026-03-16\|154.91\|10.00\|153.21\|154.91\|145.20\|92675;2026-03-17\|170.40\|10.00\|161.80\|170.40\|153.03\|108065;2026-03-18\|181.88\|6.74\|173.81\|182.00\|167.15\|96270;2026-03-19\|175.50\|-3.51\|174.10\|179.80\|172.30\|63319;2026-03-20\|184.92\|5.37\|178.07\|189.69\|177.70\|78049;2026-03-23\|173.80\|-6.01\|177.57\|180.00\|172.34\|61059;2026-03-24\|191.18\|10.00\|176.90\|191.18\|171.11\|39384;2026-03-25\|199.98\|4.60\|205.00\|210.30\|197.44\|100727;2026-03-26\|191.00\|-4.49\|202.31\|206.46\|190.54\|74829;2026-03-27\|185.11\|-3.08\|182.97\|186.98\|180.00\|55855;2026-03-30\|187.41\|1.24\|180.08\|191.98\|180.08\|52180;2026-03-31\|179.90\|-4.01\|186.71\|186.71\|176.00\|52438;2026-04-01\|184.70\|2.67\|187.00\|188.78\|180.33\|45023;2026-04-02\|178.62\|-3.29\|184.70\|188.98\|176.20\|41006;2026-04-03\|177.30\|-0.74\|178.70\|181.52\|174.70\|28652;2026-04-07\|173.55\|-2.12\|179.52\|179.52\|172.23\|28098;2026-04-08\|180.90\|4.24\|178.00\|180.90\|172.80\|51540;2026-04-09\|198.99\|10.00\|177.29\|198.99\|176.10\|60091;2026-04-10\|210.50\|5.78\|204.00\|212.89\|200.49\|87411;2026-04-13\|211.50\|0.48\|206.29\|215.65\|204.64\|59834;2026-04-14\|190.35\|-10.00\|209.61\|211.00\|190.35\|94083;2026-04-15\|185.27\|-2.67\|191.76\|197.40\|184.51\|84195;2026-04-16\|187.07\|0.97\|188.06\|188.60\|178.74\|66604;2026-04-17\|186.63\|-0.24\|186.00\|187.44\|182.36\|51113;2026-04-20\|184.82\|-0.97\|185.99\|188.00\|183.50\|42055;2026-04-21\|187.39\|1.39\|184.82\|191.99\|184.00\|66769;2026-04-22\|188.28\|0.47\|185.52\|188.98\|182.51\|56716;2026-04-23\|185.40\|-1.53\|187.50\|188.49\|181.86\|45994;2026-04-24\|189.12\|2.01\|185.99\|199.20\|185.00\|59298;2026-04-27\|194.75\|2.98\|189.37\|198.99\|186.50\|59778;2026-04-28\|193.70\|-0.54\|192.81\|199.89\|190.10\|46641;2026-04-29\|192.38\|-0.68\|191.50\|194.00\|188.23\|41199;2026-04-30\|188.30\|-2.12\|195.26\|195.88\|181.00\|47252;2026-05-06\|201.81\|7.17\|191.88\|207.13\|188.97\|78561;2026-05-07\|206.00\|2.08\|206.80\|209.70\|196.10\|65232;2026-05-08\|200.97\|-2.44\|202.22\|206.66\|198.01\|39610;2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597
115359	证监会批复同意长鑫科技首次公开发行股票注册	存储芯片+SK海力士代理+一季报暴增行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年5月27日投资者关系管理信息，5月存储芯片价格仍在上涨，存储芯片供需紧张局面难以缓解，2026年存储芯片价格预计维持高位。公司作为SK海力士授权代理商，受益于存储市场高景气度。 2、据2026年5月27日投资者关系管理信息及2025年年报，公司自主品牌“海普存储”企业级SSD已与国内主流算力设备厂商完成验证对接并取得规模销售，2025年首次实现年度规模收入。 3、据2026年4月24日公告，公司2026年第一季度营收237.65亿元，同比增长200.60%，归母净利润13.27亿元，同比增长7835.06%。	国内领先的电子元器件分销企业，子公司联合创泰拥有SK海力士、MTK等的授权代理权，具备数据存储器、控制芯片、模组等电子元器件产品提供能力，产品广泛应用于云计算存储、手机等领域	2026-03-03\|135.18\|-6.68\|144.08\|145.76\|134.37\|214361;2026-03-04\|140.52\|3.95\|137.00\|146.76\|137.00\|314786;2026-03-05\|138.35\|-1.54\|145.52\|145.98\|137.50\|253893;2026-03-06\|155.04\|12.06\|136.80\|155.50\|136.16\|554389;2026-03-09\|157.80\|1.78\|149.01\|158.67\|145.00\|377491;2026-03-10\|161.85\|2.57\|160.20\|165.32\|158.58\|365647;2026-03-11\|156.83\|-3.10\|160.51\|162.22\|155.58\|282411;2026-03-12\|152.70\|-2.63\|156.30\|158.40\|150.66\|188076;2026-03-13\|153.55\|0.56\|150.00\|159.99\|149.46\|248325;2026-03-16\|159.89\|4.13\|153.82\|161.68\|149.54\|301513;2026-03-17\|153.65\|-3.90\|158.33\|159.96\|153.57\|202954;2026-03-18\|169.99\|10.63\|156.50\|172.95\|155.30\|493264;2026-03-19\|161.68\|-4.89\|162.92\|167.20\|160.08\|328680;2026-03-20\|157.15\|-2.80\|163.96\|165.50\|154.00\|314275;2026-03-23\|143.19\|-8.88\|149.76\|153.20\|142.80\|274490;2026-03-24\|143.79\|0.42\|145.74\|145.77\|136.50\|248093;2026-03-25\|148.44\|3.23\|144.49\|152.86\|143.60\|255886;2026-03-26\|147.19\|-0.84\|143.00\|155.00\|141.94\|291505;2026-03-27\|143.96\|-2.19\|140.00\|146.66\|137.10\|198623;2026-03-30\|137.10\|-4.77\|140.06\|143.97\|135.00\|261182;2026-03-31\|125.63\|-8.37\|133.34\|133.76\|124.41\|352617;2026-04-01\|128.08\|1.95\|132.82\|133.76\|126.15\|265707;2026-04-02\|125.50\|-2.01\|129.01\|130.95\|124.62\|180806;2026-04-03\|121.98\|-2.80\|128.00\|128.10\|121.95\|170212;2026-04-07\|123.48\|1.23\|123.50\|126.94\|122.80\|177805;2026-04-08\|148.18\|20.00\|145.71\|148.18\|136.67\|596991;2026-04-09\|147.55\|-0.43\|149.57\|152.80\|145.02\|531628;2026-04-10\|151.25\|2.51\|150.00\|153.49\|148.95\|443550;2026-04-13\|152.00\|0.50\|148.51\|153.47\|148.46\|365772;2026-04-14\|158.58\|4.33\|155.30\|163.00\|154.70\|512194;2026-04-15\|153.94\|-2.93\|160.00\|162.96\|152.58\|423253;2026-04-16\|156.80\|1.86\|152.41\|157.34\|148.66\|330633;2026-04-17\|159.12\|1.48\|156.00\|160.58\|153.33\|351589;2026-04-20\|164.00\|3.07\|159.50\|167.54\|158.25\|402637;2026-04-21\|160.82\|-1.94\|162.07\|162.78\|157.00\|274138;2026-04-22\|162.12\|0.81\|159.80\|162.21\|158.80\|255445;2026-04-23\|156.39\|-3.53\|164.44\|164.98\|153.84\|356078;2026-04-24\|162.05\|3.62\|160.00\|172.14\|158.51\|660893;2026-04-27\|170.99\|5.52\|163.87\|172.86\|163.00\|542690;2026-04-28\|171.61\|0.36\|170.73\|178.68\|168.00\|531721;2026-04-29\|174.30\|1.57\|169.06\|175.95\|169.06\|488070;2026-04-30\|174.70\|0.23\|173.76\|178.78\|170.41\|392180;2026-05-06\|194.66\|11.43\|188.99\|204.00\|186.00\|669301;2026-05-07\|189.18\|-2.82\|194.77\|199.00\|188.66\|539544;2026-05-08\|181.02\|-4.31\|183.95\|184.88\|180.00\|463179;2026-05-11\|193.58\|6.94\|191.00\|201.90\|188.00\|682036;2026-05-12\|184.61\|-4.63\|192.00\|193.02\|183.91\|432779;2026-05-13\|194.64\|5.43\|181.46\|195.44\|178.96\|494138;2026-05-14\|200.50\|3.01\|194.65\|209.86\|190.00\|633008;2026-05-15\|190.40\|-5.04\|200.10\|202.28\|186.90\|504576;2026-05-18\|194.35\|2.07\|190.56\|203.33\|190.56\|441761;2026-05-19\|188.88\|-2.81\|190.00\|190.90\|179.38\|400858;2026-05-20\|186.40\|-1.31\|188.00\|192.77\|184.21\|304203;2026-05-21\|177.75\|-4.64\|190.82\|192.99\|176.66\|434935;2026-05-22\|187.69\|5.59\|181.21\|187.86\|179.22\|359544;2026-05-25\|204.56\|8.99\|187.69\|204.86\|184.86\|503434;2026-05-26\|194.93\|-4.71\|202.00\|203.00\|189.35\|394394;2026-05-27\|192.72\|-1.13\|203.50\|204.99\|191.87\|452796;2026-05-28\|188.00\|-2.45\|190.00\|193.45\|182.43\|337073;2026-05-29\|180.09\|-4.21\|189.50\|193.66\|176.58\|365211;2026-06-01\|167.09\|-7.22\|180.48\|182.00\|166.80\|300865;2026-06-02\|175.13\|4.81\|168.00\|179.35\|165.30\|348483;2026-06-03\|177.03\|1.08\|174.35\|184.93\|174.00\|330252;2026-06-04\|184.96\|4.48\|174.77\|188.63\|174.10\|370934;2026-06-05\|171.90\|-7.06\|179.42\|179.71\|170.95\|311709;2026-06-08\|159.13\|-7.43\|160.00\|165.58\|156.51\|270296;2026-06-09\|173.30\|8.90\|163.96\|174.20\|160.61\|332935;2026-06-10\|178.19\|2.82\|170.20\|183.00\|169.43\|341661;2026-06-11\|182.16\|2.23\|175.00\|182.48\|174.21\|246482;2026-06-12\|187.50\|2.93\|188.11\|194.96\|186.04\|480355;2026-06-15\|204.29\|8.95\|193.00\|205.00\|184.30\|491749;2026-06-16\|204.41\|0.06\|204.29\|208.50\|200.50\|316153;2026-06-17\|245.29\|20.00\|198.98\|245.29\|197.00\|519827;2026-06-18\|254.87\|3.91\|250.00\|258.78\|245.50\|582481;2026-06-22\|287.80\|12.92\|259.00\|292.00\|258.00\|478440;2026-06-23\|283.51\|-1.49\|283.56\|300.00\|274.37\|492620;2026-06-24\|289.60\|2.15\|281.00\|294.69\|277.00\|407417;2026-06-25\|306.25\|5.75\|300.68\|313.80\|291.02\|561390;2026-06-26\|301.00\|-1.71\|300.05\|317.88\|298.53\|436965;2026-06-29\|296.00\|-1.66\|290.01\|312.60\|284.00\|402123;2026-06-30\|300.00\|1.35\|292.83\|304.00\|280.10\|304147;2026-07-01\|302.51\|0.84\|300.00\|325.82\|295.50\|359003;2026-07-02\|262.04\|-13.38\|275.07\|284.45\|260.00\|457469;2026-07-03\|264.25\|0.84\|261.05\|274.94\|253.33\|323336;2026-07-06\|265.00\|0.28\|274.00\|283.45\|259.80\|387402;2026-07-07\|244.33\|-7.80\|257.06\|259.50\|239.00\|337346;2026-07-08\|244.09\|-0.10\|249.90\|263.00\|243.24\|327000;2026-07-09\|267.98\|9.79\|253.96\|267.99\|245.00\|411240;2026-07-10\|271.00\|1.13\|266.67\|283.10\|263.02\|434333
115358	证监会批复同意长鑫科技首次公开发行股票注册	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-03\|161.23\|-3.90\|169.00\|170.80\|161.16\|36023;2026-03-04\|158.28\|-1.83\|159.99\|162.66\|158.28\|25285;2026-03-05\|161.31\|1.91\|162.20\|164.46\|159.52\|31097;2026-03-06\|160.80\|-0.32\|160.00\|162.40\|160.00\|15863;2026-03-09\|155.33\|-3.40\|156.90\|156.90\|151.03\|29468;2026-03-10\|159.34\|2.58\|158.98\|160.38\|157.20\|21826;2026-03-11\|158.81\|-0.33\|159.49\|160.39\|158.58\|17193;2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|9495597
115357	证监会批复同意长鑫科技首次公开发行股票注册	HBM检测+半导体设备+一季报增长行业原因：韩国政府表示，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4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-03-03\|45.73\|-7.15\|49.31\|49.57\|45.56\|200012;2026-03-04\|44.93\|-1.75\|44.51\|46.57\|44.51\|96133;2026-03-05\|45.58\|1.45\|46.14\|46.93\|45.25\|100696;2026-03-06\|46.50\|2.02\|45.18\|47.75\|45.18\|106676;2026-03-09\|44.53\|-4.24\|45.00\|45.14\|42.90\|137645;2026-03-10\|46.71\|4.90\|45.99\|47.29\|45.99\|126206;2026-03-11\|46.89\|0.39\|46.48\|48.43\|46.48\|114243;2026-03-12\|45.81\|-2.30\|46.70\|47.10\|45.30\|83737;2026-03-13\|45.18\|-1.38\|45.24\|46.43\|44.92\|69990;2026-03-16\|47.84\|5.89\|45.00\|49.08\|44.02\|179582;2026-03-17\|46.16\|-3.51\|48.10\|48.18\|46.00\|98427;2026-03-18\|47.64\|3.21\|46.99\|47.75\|46.25\|133028;2026-03-19\|45.58\|-4.32\|46.25\|46.90\|45.04\|135243;2026-03-20\|43.38\|-4.83\|45.90\|46.10\|43.38\|120783;2026-03-23\|40.93\|-5.65\|42.00\|42.86\|40.85\|123439;2026-03-24\|43.50\|6.28\|41.70\|43.98\|40.56\|156769;2026-03-25\|43.67\|0.39\|43.89\|44.78\|43.27\|91514;2026-03-26\|42.49\|-2.70\|42.80\|43.26\|42.08\|68810;2026-03-27\|43.10\|1.44\|41.63\|43.34\|41.31\|65389;2026-03-30\|43.23\|0.30\|42.32\|43.66\|42.26\|50225;2026-03-31\|42.02\|-2.80\|42.85\|43.14\|41.65\|61283;2026-04-01\|42.83\|1.93\|43.01\|43.22\|42.60\|51079;2026-04-02\|41.79\|-2.43\|42.83\|42.83\|41.50\|53661;2026-04-03\|41.53\|-0.62\|42.07\|42.36\|41.51\|42211;2026-04-07\|42.40\|2.09\|42.30\|42.80\|41.94\|57774;2026-04-08\|44.59\|5.17\|43.48\|44.65\|43.26\|104770;2026-04-09\|46.36\|3.97\|44.16\|47.20\|44.06\|169255;2026-04-10\|45.91\|-0.97\|46.72\|47.35\|45.90\|130402;2026-04-13\|50.50\|10.00\|45.45\|50.50\|45.20\|218015;2026-04-14\|51.05\|1.09\|51.32\|51.98\|49.85\|268547;2026-04-15\|49.29\|-3.45\|51.05\|51.29\|48.98\|157042;2026-04-16\|49.29\|0.00\|49.36\|50.26\|49.01\|103599;2026-04-17\|50.67\|2.80\|49.00\|51.40\|48.55\|161124;2026-04-20\|50.82\|0.30\|50.77\|51.38\|50.05\|122426;2026-04-21\|50.50\|-0.63\|50.85\|51.18\|50.08\|84282;2026-04-22\|51.49\|1.96\|50.02\|51.60\|50.02\|133585;2026-04-23\|50.49\|-1.94\|51.71\|52.18\|49.89\|121323;2026-04-24\|49.68\|-1.60\|50.20\|50.77\|49.63\|81983;2026-04-27\|49.70\|0.04\|49.55\|50.50\|49.31\|87429;2026-04-28\|54.67\|10.00\|52.50\|54.67\|52.50\|161574;2026-04-29\|53.80\|-1.59\|53.18\|54.39\|52.68\|230254;2026-04-30\|53.83\|0.06\|53.98\|55.25\|53.41\|167286;2026-05-06\|54.85\|1.89\|56.48\|57.30\|54.76\|215889;2026-05-07\|55.95\|2.01\|55.49\|55.98\|54.70\|148343;2026-05-08\|54.70\|-2.23\|54.83\|55.77\|54.20\|127198;2026-05-11\|57.73\|5.54\|56.30\|58.62\|56.09\|204254;2026-05-12\|57.75\|0.03\|57.72\|58.78\|56.38\|149312;2026-05-13\|59.28\|2.65\|56.50\|59.95\|56.50\|168482;2026-05-14\|61.50\|3.74\|59.29\|63.86\|59.29\|243377;2026-05-15\|61.20\|-0.49\|61.05\|63.31\|59.29\|246375;2026-05-18\|64.03\|4.62\|62.33\|66.05\|61.09\|243073;2026-05-19\|69.76\|8.95\|64.00\|69.99\|62.43\|299176;2026-05-20\|71.00\|1.78\|68.50\|72.00\|68.16\|327288;2026-05-21\|67.00\|-5.63\|71.01\|72.72\|66.51\|306007;2026-05-22\|67.19\|0.28\|67.91\|68.40\|66.65\|214517;2026-05-25\|69.69\|3.72\|67.19\|70.65\|65.98\|237775;2026-05-26\|67.10\|-3.72\|69.00\|70.14\|65.56\|207945;2026-05-27\|66.01\|-1.62\|68.74\|70.05\|65.70\|184155;2026-05-28\|67.68\|2.53\|65.00\|68.88\|64.18\|175355;2026-05-29\|63.18\|-6.65\|68.35\|68.99\|62.28\|237036;2026-06-01\|48.20\|0.04\|47.95\|50.69\|47.17\|213776;2026-06-02\|48.21\|0.02\|49.00\|49.98\|47.80\|161048;2026-06-03\|48.87\|1.37\|48.88\|50.60\|48.08\|216863;2026-06-04\|49.30\|0.88\|48.00\|49.85\|47.61\|190268;2026-06-05\|49.05\|-0.51\|48.06\|49.99\|46.58\|216425;2026-06-08\|46.22\|-5.77\|46.56\|48.38\|45.48\|194113;2026-06-09\|47.67\|3.14\|47.21\|48.35\|45.98\|178552;2026-06-10\|49.56\|3.96\|46.70\|50.20\|46.35\|263804;2026-06-11\|50.93\|2.76\|48.88\|51.78\|48.88\|277009;2026-06-12\|50.90\|-0.06\|53.60\|56.02\|50.83\|480579;2026-06-15\|55.25\|8.55\|53.00\|55.40\|51.10\|420319;2026-06-16\|57.33\|3.76\|55.42\|58.20\|54.28\|342694;2026-06-17\|63.06\|9.99\|56.00\|63.06\|55.69\|330567;2026-06-18\|62.60\|-0.73\|65.06\|65.49\|61.31\|388036;2026-06-22\|65.00\|3.83\|63.89\|65.65\|62.28\|342942;2026-06-23\|65.29\|0.45\|64.35\|67.22\|62.40\|278672;2026-06-24\|69.86\|7.00\|64.00\|70.49\|63.74\|313493;2026-06-25\|72.09\|3.19\|71.64\|72.82\|69.10\|252150;2026-06-26\|71.58\|-0.71\|70.87\|77.14\|70.85\|313390;2026-06-29\|78.74\|10.00\|72.78\|78.74\|71.17\|357846;2026-06-30\|80.98\|2.84\|83.30\|84.38\|79.47\|420608;2026-07-01\|80.96\|-0.02\|86.00\|88.88\|79.56\|533677;2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231
115356	证监会批复同意长鑫科技首次公开发行股票注册	PCB概念+PI薄膜+商业航天行业原因： 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11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-03\|22.33\|-5.02\|24.30\|24.58\|22.30\|80944;2026-03-04\|22.15\|-0.81\|22.01\|22.91\|21.94\|45933;2026-03-05\|21.90\|-1.13\|22.70\|22.70\|21.50\|54194;2026-03-06\|22.30\|1.83\|21.80\|22.65\|21.70\|47916;2026-03-09\|21.65\|-2.91\|21.78\|21.90\|20.95\|48698;2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|27213237
115355	证监会批复同意长鑫科技首次公开发行股票注册	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：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1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-03-03\|24.51\|-4.59\|25.69\|26.14\|24.51\|21217;2026-03-04\|24.10\|-1.67\|24.27\|24.72\|23.89\|17742;2026-03-05\|24.88\|3.24\|24.42\|25.04\|24.42\|16591;2026-03-06\|25.12\|0.96\|24.43\|25.26\|24.43\|9446;2026-03-09\|24.61\|-2.03\|24.68\|24.88\|24.23\|12534;2026-03-10\|25.28\|2.72\|24.97\|25.35\|24.85\|15478;2026-03-11\|24.79\|-1.94\|25.13\|25.58\|24.73\|16765;2026-03-12\|24.35\|-1.77\|24.79\|24.82\|24.30\|12815;2026-03-13\|24.31\|-0.16\|24.35\|24.75\|24.19\|11006;2026-03-16\|25.03\|2.96\|24.21\|25.21\|24.12\|21098;2026-03-17\|24.87\|-0.64\|25.03\|25.58\|24.75\|22328;2026-03-18\|25.38\|2.05\|24.80\|25.38\|24.70\|13466;2026-03-19\|24.82\|-2.21\|25.12\|25.28\|24.56\|12228;2026-03-20\|24.11\|-2.86\|24.91\|25.05\|24.11\|15844;2026-03-23\|23.03\|-4.48\|23.80\|23.89\|22.61\|23943;2026-03-24\|24.39\|5.91\|23.55\|25.33\|23.10\|82039;2026-03-25\|23.95\|-1.80\|24.00\|24.93\|23.73\|62746;2026-03-26\|23.18\|-3.21\|23.80\|24.09\|23.05\|33104;2026-03-27\|25.50\|10.01\|22.83\|25.50\|22.75\|60881;2026-03-30\|25.24\|-1.02\|24.94\|25.98\|24.94\|57786;2026-03-31\|24.75\|-1.94\|25.48\|25.60\|24.73\|35513;2026-04-01\|25.08\|1.33\|24.99\|25.40\|24.87\|24694;2026-04-02\|24.94\|-0.56\|25.09\|25.69\|24.80\|27721;2026-04-03\|24.30\|-2.57\|24.94\|25.29\|24.01\|26091;2026-04-07\|24.98\|2.80\|24.60\|25.16\|24.48\|21996;2026-04-08\|25.51\|2.12\|25.45\|25.63\|25.00\|28817;2026-04-09\|25.71\|0.78\|25.38\|25.87\|25.10\|34391;2026-04-10\|26.23\|2.02\|25.70\|26.68\|25.53\|46919;2026-04-13\|26.20\|-0.11\|26.00\|26.43\|25.93\|23365;2026-04-14\|26.16\|-0.15\|26.40\|26.77\|25.90\|20744;2026-04-15\|25.92\|-0.92\|26.18\|26.23\|25.80\|17589;2026-04-16\|26.42\|1.93\|26.20\|26.60\|25.92\|29483;2026-04-17\|26.16\|-0.98\|26.29\|26.53\|26.06\|21770;2026-04-20\|26.32\|0.61\|26.11\|26.44\|25.86\|19039;2026-04-21\|26.47\|0.57\|26.20\|26.98\|26.20\|20044;2026-04-22\|26.62\|0.57\|26.42\|26.70\|26.21\|21159;2026-04-23\|26.91\|1.09\|27.00\|28.30\|26.87\|81594;2026-04-24\|26.01\|-3.34\|26.77\|27.04\|25.98\|40138;2026-04-27\|26.30\|1.11\|25.98\|26.37\|25.44\|25772;2026-04-28\|25.68\|-2.36\|26.01\|26.32\|25.60\|19476;2026-04-29\|25.40\|-1.09\|25.68\|25.68\|25.22\|23459;2026-04-30\|26.02\|2.44\|24.88\|26.37\|24.88\|36836;2026-05-06\|25.90\|-0.46\|26.06\|26.50\|25.66\|27805;2026-05-07\|26.35\|1.74\|25.88\|26.58\|25.88\|26890;2026-05-08\|26.05\|-1.14\|26.19\|26.35\|25.60\|22550;2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642
115354	证监会批复同意长鑫科技首次公开发行股票注册	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-03-03\|29.76\|-3.56\|30.96\|31.48\|29.71\|50305;2026-03-04\|29.79\|0.10\|29.47\|30.27\|29.07\|30287;2026-03-05\|30.10\|1.04\|30.10\|30.87\|29.52\|42446;2026-03-06\|30.50\|1.33\|30.00\|30.87\|29.64\|29944;2026-03-09\|30.25\|-0.82\|30.00\|30.60\|29.27\|35768;2026-03-10\|30.86\|2.02\|30.85\|31.45\|30.43\|35400;2026-03-11\|30.22\|-2.07\|30.83\|30.86\|29.94\|43186;2026-03-12\|28.96\|-4.17\|30.15\|30.36\|28.89\|37764;2026-03-13\|28.15\|-2.80\|28.90\|29.11\|28.08\|26659;2026-03-16\|28.95\|2.84\|28.50\|29.16\|27.97\|28878;2026-03-17\|28.13\|-2.83\|29.17\|29.43\|28.12\|24626;2026-03-18\|28.86\|2.60\|28.42\|29.08\|28.02\|24465;2026-03-19\|28.61\|-0.87\|28.50\|29.34\|28.33\|30646;2026-03-20\|27.41\|-4.19\|28.62\|28.90\|27.40\|26847;2026-03-23\|25.40\|-7.33\|26.92\|27.00\|24.90\|46592;2026-03-24\|26.80\|5.51\|25.88\|26.99\|25.52\|31761;2026-03-25\|26.77\|-0.11\|26.98\|27.00\|26.45\|26260;2026-03-26\|25.52\|-4.67\|26.72\|26.88\|25.29\|33453;2026-03-27\|26.49\|3.80\|24.90\|27.07\|24.77\|37634;2026-03-30\|26.16\|-1.25\|26.29\|26.49\|25.68\|19827;2026-03-31\|25.82\|-1.30\|26.29\|26.91\|25.79\|21579;2026-04-01\|25.90\|0.31\|26.34\|26.52\|25.66\|23575;2026-04-02\|24.94\|-3.71\|25.90\|25.90\|24.76\|22792;2026-04-03\|25.13\|0.76\|25.92\|25.94\|24.42\|26422;2026-04-07\|25.36\|0.92\|25.25\|26.44\|25.00\|25160;2026-04-08\|26.23\|3.43\|25.76\|26.49\|25.76\|26250;2026-04-09\|25.75\|-1.83\|26.02\|26.12\|25.64\|19149;2026-04-10\|25.95\|0.78\|25.91\|26.38\|25.80\|20753;2026-04-13\|25.44\|-1.97\|25.88\|25.96\|25.30\|17971;2026-04-14\|25.90\|1.81\|25.84\|25.90\|25.20\|20058;2026-04-15\|27.13\|4.75\|26.36\|28.49\|25.95\|103541;2026-04-16\|26.63\|-1.84\|27.33\|27.33\|26.25\|62112;2026-04-17\|27.20\|2.14\|26.60\|28.17\|26.50\|53057;2026-04-20\|25.80\|-5.15\|27.03\|27.03\|25.58\|58999;2026-04-21\|25.88\|0.31\|25.82\|26.00\|25.19\|30081;2026-04-22\|26.20\|1.24\|25.50\|26.52\|25.42\|32242;2026-04-23\|25.11\|-4.16\|26.03\|26.20\|24.89\|35715;2026-04-24\|24.85\|-1.04\|25.00\|25.21\|24.58\|19610;2026-04-27\|23.91\|-3.78\|24.27\|24.56\|23.20\|49863;2026-04-28\|26.30\|10.00\|23.85\|26.30\|23.75\|83921;2026-04-29\|26.55\|0.95\|26.20\|26.67\|25.70\|56512;2026-04-30\|29.21\|10.02\|27.62\|29.21\|27.55\|89930;2026-05-06\|32.13\|10.00\|30.60\|32.13\|30.09\|105244;2026-05-07\|32.14\|0.03\|31.20\|33.61\|30.53\|182206;2026-05-08\|31.68\|-1.43\|32.11\|33.47\|31.34\|138147;2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362
115353	建滔积层板再度涨价	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-03-03\|110.57\|-2.06\|116.68\|118.32\|110.00\|63124;2026-03-04\|107.10\|-3.14\|106.39\|110.60\|105.01\|52726;2026-03-05\|110.75\|3.41\|108.86\|115.20\|107.99\|71145;2026-03-06\|109.95\|-0.72\|110.00\|113.80\|108.00\|40528;2026-03-09\|109.25\|-0.64\|105.30\|110.46\|101.47\|47564;2026-03-10\|115.35\|5.58\|112.25\|119.28\|111.50\|49548;2026-03-11\|114.53\|-0.71\|115.00\|120.59\|113.13\|45362;2026-03-12\|118.42\|3.40\|116.82\|119.50\|113.78\|48117;2026-03-13\|133.00\|12.31\|116.16\|142.10\|114.18\|81876;2026-03-16\|139.06\|4.56\|129.10\|140.50\|122.23\|84297;2026-03-17\|128.70\|-7.45\|137.93\|138.00\|126.12\|81339;2026-03-18\|131.53\|2.20\|129.83\|135.99\|125.00\|69854;2026-03-19\|139.40\|5.98\|128.02\|148.00\|128.02\|75730;2026-03-20\|146.30\|4.95\|137.00\|155.89\|135.60\|75882;2026-03-23\|133.02\|-9.08\|140.00\|142.49\|128.94\|74466;2026-03-24\|157.00\|18.03\|137.20\|159.62\|132.00\|85477;2026-03-25\|152.00\|-3.18\|156.22\|169.99\|150.28\|93935;2026-03-26\|148.37\|-2.39\|151.50\|162.00\|147.77\|75422;2026-03-27\|138.92\|-6.37\|142.86\|146.88\|137.66\|101968;2026-03-30\|132.72\|-4.46\|135.62\|137.60\|132.50\|66047;2026-03-31\|129.78\|-2.22\|132.60\|135.59\|127.50\|64513;2026-04-01\|133.54\|2.90\|135.68\|135.98\|128.60\|65032;2026-04-02\|119.17\|-10.76\|130.00\|130.00\|117.58\|111001;2026-04-03\|123.26\|3.43\|119.10\|125.95\|117.58\|72770;2026-04-07\|128.80\|4.49\|125.51\|133.33\|124.00\|71296;2026-04-08\|130.50\|1.32\|130.00\|134.17\|123.12\|119568;2026-04-09\|134.16\|2.80\|129.94\|139.98\|128.64\|82082;2026-04-10\|136.95\|2.08\|133.00\|142.28\|132.00\|84086;2026-04-13\|142.57\|4.10\|135.70\|146.30\|134.01\|88639;2026-04-14\|159.60\|11.95\|145.05\|165.80\|142.00\|97330;2026-04-15\|162.98\|2.12\|161.90\|169.96\|156.25\|96569;2026-04-16\|154.35\|-5.30\|159.00\|160.80\|150.95\|90703;2026-04-17\|148.50\|-3.79\|153.77\|154.33\|147.90\|82106;2026-04-20\|148.95\|0.30\|150.24\|151.80\|146.28\|67386;2026-04-21\|152.61\|2.46\|147.20\|152.90\|142.00\|85988;2026-04-22\|159.94\|4.80\|150.35\|163.06\|148.00\|92934;2026-04-23\|147.12\|-8.02\|158.22\|159.79\|142.06\|87951;2026-04-24\|160.86\|9.34\|146.16\|162.95\|144.01\|96335;2026-04-27\|172.10\|6.99\|160.00\|176.00\|153.80\|80601;2026-04-28\|172.75\|0.38\|178.00\|185.97\|172.00\|80876;2026-04-29\|175.10\|1.36\|167.51\|179.93\|167.51\|70693;2026-04-30\|174.19\|-0.52\|174.60\|180.65\|167.00\|63503;2026-05-06\|188.00\|7.93\|176.62\|199.71\|175.38\|87606;2026-05-07\|190.00\|1.06\|188.00\|191.00\|181.55\|62548;2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.48\|353.33\|366.25\|331.00\|5469839
115352	建滔积层板再度涨价	涨停揭秘：PCB核心供应商建滔积层板再度涨价，叠加公司连续两日获超千万融资买入，市场预期成本传导与订单弹性提升；涨停缘由：建滔积层板6月再度上调覆铜板价格，公司液晶专显模组中PCB由供方协作生产但设计主导，涨价反映产业链景气上行；公司主营单色液晶模组占比超84%，广泛用于工控、医疗、智能家居等刚性需求场景；资金逻辑：6月16日、17日融资买入额达1282.79万元、1868.83万元，两日净流入超2500万元，融资余额升至9572.90万元，占流通市值2.78%，杠杆资金积极抢筹；风险提示：公司一季度归母净利润同比下降67.49%，毛利率仅14.4%，短期业绩承压；PCB成本传导存在时滞，且下游议价能力制约盈利修复节奏	公司产品使用到PCB，PCB由公司设计，由供方协作生产	2026-03-03\|30.89\|-3.77\|32.10\|32.49\|30.73\|20171;2026-03-04\|30.61\|-0.91\|30.79\|31.45\|30.31\|11941;2026-03-05\|32.15\|5.03\|30.98\|32.65\|30.98\|19653;2026-03-06\|33.07\|2.86\|31.83\|33.12\|31.75\|13732;2026-03-09\|33.29\|0.67\|32.58\|33.42\|32.23\|16588;2026-03-10\|34.18\|2.67\|33.43\|34.20\|33.18\|18565;2026-03-11\|33.95\|-0.67\|34.07\|34.24\|33.68\|20892;2026-03-12\|33.17\|-2.30\|33.87\|34.12\|33.17\|13629;2026-03-13\|33.11\|-0.18\|33.17\|33.74\|32.84\|11798;2026-03-16\|32.76\|-1.06\|33.10\|33.20\|32.55\|10671;2026-03-17\|32.07\|-2.11\|32.81\|33.05\|31.90\|10550;2026-03-18\|33.00\|2.90\|32.07\|33.05\|31.88\|10101;2026-03-19\|31.99\|-3.06\|32.97\|32.97\|31.33\|13474;2026-03-20\|30.54\|-4.53\|31.99\|32.18\|30.25\|15041;2026-03-23\|27.60\|-9.63\|30.28\|30.28\|27.21\|25868;2026-03-24\|28.77\|4.24\|28.28\|28.85\|27.61\|16955;2026-03-25\|29.34\|1.98\|28.92\|29.69\|28.78\|13972;2026-03-26\|28.56\|-2.66\|29.40\|29.59\|28.38\|11058;2026-03-27\|28.70\|0.49\|28.35\|29.09\|28.22\|9882;2026-03-30\|28.86\|0.56\|28.41\|28.89\|28.10\|11735;2026-03-31\|28.27\|-2.04\|28.83\|29.15\|28.18\|12183;2026-04-01\|28.98\|2.51\|28.82\|29.18\|28.50\|12886;2026-04-02\|28.20\|-2.69\|28.91\|28.93\|27.82\|11299;2026-04-03\|27.54\|-2.34\|28.21\|28.41\|27.38\|10353;2026-04-07\|28.17\|2.29\|27.55\|28.41\|27.48\|11171;2026-04-08\|29.56\|4.93\|29.28\|29.78\|28.81\|15377;2026-04-09\|28.92\|-2.17\|29.48\|29.48\|28.70\|8991;2026-04-10\|28.90\|-0.07\|29.20\|29.34\|28.70\|21483;2026-04-13\|28.38\|-1.80\|28.50\|28.86\|28.16\|12638;2026-04-14\|28.76\|1.34\|28.75\|28.90\|28.43\|12937;2026-04-15\|28.40\|-1.25\|28.80\|29.04\|28.38\|13222;2026-04-16\|30.00\|5.63\|28.40\|30.40\|28.16\|34197;2026-04-17\|30.18\|0.60\|29.88\|30.40\|29.50\|23825;2026-04-20\|29.83\|-1.16\|30.00\|30.19\|29.59\|14123;2026-04-21\|29.55\|-0.94\|29.78\|29.97\|29.33\|9807;2026-04-22\|32.43\|9.75\|29.70\|33.43\|29.37\|57434;2026-04-23\|33.05\|1.91\|32.34\|33.51\|31.59\|58803;2026-04-24\|33.32\|0.82\|31.49\|33.99\|31.45\|75481;2026-04-27\|33.77\|1.35\|33.00\|33.97\|32.25\|41233;2026-04-28\|34.32\|1.63\|33.40\|34.60\|33.20\|40631;2026-04-29\|34.96\|1.86\|33.94\|36.11\|33.82\|52975;2026-04-30\|35.80\|2.40\|34.73\|37.94\|34.60\|56338;2026-05-06\|35.26\|-1.51\|35.92\|36.50\|35.20\|43386;2026-05-07\|35.22\|-0.11\|35.35\|36.10\|35.00\|44736;2026-05-08\|35.83\|1.73\|35.18\|36.47\|34.92\|42428;2026-05-11\|36.27\|1.23\|36.24\|37.25\|36.00\|31689;2026-05-12\|35.56\|-1.96\|36.08\|36.64\|35.08\|26801;2026-05-13\|36.48\|2.59\|35.88\|36.92\|35.18\|27819;2026-05-14\|36.12\|-0.99\|36.63\|38.42\|36.00\|26489;2026-05-15\|36.46\|0.94\|35.97\|36.87\|35.20\|33705;2026-05-18\|35.22\|-3.40\|36.19\|36.20\|34.83\|28787;2026-05-19\|35.30\|0.23\|34.94\|35.49\|34.73\|17661;2026-05-20\|34.92\|-1.08\|35.75\|35.88\|34.38\|22694;2026-05-21\|33.76\|-3.32\|34.88\|36.73\|33.51\|37081;2026-05-22\|34.60\|2.49\|34.24\|35.13\|33.90\|30270;2026-05-25\|36.40\|5.20\|34.58\|37.40\|34.58\|41959;2026-05-26\|35.11\|-3.54\|36.00\|36.28\|34.44\|26268;2026-05-27\|33.67\|-4.10\|35.53\|35.54\|33.23\|28686;2026-05-28\|34.78\|3.30\|33.68\|34.83\|33.47\|23882;2026-05-29\|36.53\|5.03\|34.79\|37.12\|34.22\|48063;2026-06-01\|26.56\|2.79\|25.02\|27.76\|24.79\|95882;2026-06-02\|26.02\|-2.03\|26.44\|26.59\|25.08\|57386;2026-06-03\|26.39\|1.42\|25.96\|27.27\|25.50\|60850;2026-06-04\|23.80\|-9.81\|25.96\|26.17\|23.38\|76511;2026-06-05\|23.38\|-1.76\|23.47\|24.31\|21.52\|73730;2026-06-08\|21.22\|-9.24\|22.39\|23.11\|20.87\|69991;2026-06-09\|20.66\|-2.64\|21.96\|21.96\|20.58\|44518;2026-06-10\|20.43\|-1.11\|20.26\|20.61\|19.39\|47336;2026-06-11\|19.81\|-3.03\|20.14\|21.00\|19.65\|35376;2026-06-12\|19.36\|-2.27\|19.97\|20.49\|19.23\|40874;2026-06-15\|20.61\|6.46\|19.60\|21.10\|19.25\|62842;2026-06-16\|21.66\|5.09\|20.56\|21.84\|20.20\|55314;2026-06-17\|24.11\|11.31\|21.42\|25.00\|21.30\|85963;2026-06-18\|23.33\|-3.24\|23.74\|24.15\|23.06\|51258;2026-06-22\|22.65\|-2.91\|22.96\|23.70\|21.81\|42195;2026-06-23\|21.86\|-3.49\|22.42\|22.58\|21.74\|38161;2026-06-24\|22.30\|2.01\|21.65\|23.02\|21.45\|51592;2026-06-25\|22.61\|1.39\|22.01\|24.63\|21.66\|62900;2026-06-26\|21.94\|-2.96\|22.59\|23.24\|21.80\|45077;2026-06-29\|20.52\|-6.47\|21.68\|21.99\|19.90\|51423;2026-06-30\|20.74\|1.07\|20.32\|21.14\|20.03\|33586;2026-07-01\|20.39\|-1.69\|20.77\|21.09\|19.80\|39394;2026-07-02\|20.99\|2.94\|20.11\|22.68\|19.82\|51724;2026-07-03\|20.22\|-3.67\|20.79\|21.39\|20.22\|43156;2026-07-06\|20.25\|0.15\|20.12\|20.99\|19.60\|40839;2026-07-07\|18.89\|-6.72\|20.01\|20.28\|18.65\|37607;2026-07-08\|18.27\|-3.28\|18.86\|19.04\|17.83\|37342;2026-07-09\|18.01\|-1.42\|18.17\|18.39\|17.08\|26606;2026-07-10\|17.81\|-1.11\|18.01\|18.45\|17.70\|28150
115351	建滔积层板再度涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-03-03\|43.47\|-5.54\|46.01\|47.97\|43.43\|90292;2026-03-04\|43.24\|-0.53\|43.00\|44.67\|42.66\|53816;2026-03-05\|43.27\|0.07\|44.20\|44.60\|42.69\|69054;2026-03-06\|49.63\|14.70\|43.00\|50.35\|43.00\|226506;2026-03-09\|48.25\|-2.78\|47.90\|48.60\|45.97\|132084;2026-03-10\|48.00\|-0.52\|48.40\|49.21\|47.60\|116856;2026-03-11\|54.88\|14.33\|48.96\|57.60\|48.96\|351024;2026-03-12\|52.53\|-4.28\|54.72\|54.96\|51.89\|232912;2026-03-13\|51.05\|-2.82\|52.00\|53.28\|50.93\|180136;2026-03-16\|53.50\|4.80\|51.40\|55.50\|51.40\|211247;2026-03-17\|49.23\|-7.98\|53.02\|53.49\|49.13\|163851;2026-03-18\|49.58\|0.71\|49.98\|50.38\|48.39\|96484;2026-03-19\|47.35\|-4.50\|48.65\|49.54\|47.15\|93048;2026-03-20\|47.45\|0.21\|47.84\|50.13\|47.40\|120830;2026-03-23\|45.20\|-4.74\|46.47\|47.93\|44.58\|113267;2026-03-24\|46.68\|3.27\|46.51\|46.88\|43.17\|109003;2026-03-25\|48.99\|4.95\|46.39\|49.45\|45.28\|141832;2026-03-26\|52.71\|7.59\|48.27\|55.48\|48.20\|214157;2026-03-27\|56.93\|8.01\|52.18\|57.88\|50.91\|225353;2026-03-30\|57.87\|1.65\|56.30\|58.65\|55.00\|176228;2026-03-31\|55.93\|-3.35\|57.59\|57.98\|55.03\|109900;2026-04-01\|56.40\|0.84\|56.71\|57.20\|55.00\|98277;2026-04-02\|54.66\|-3.09\|56.20\|57.00\|54.31\|70865;2026-04-03\|54.41\|-0.46\|55.15\|57.98\|54.00\|76934;2026-04-07\|55.82\|2.59\|54.99\|59.00\|54.68\|120416;2026-04-08\|56.94\|2.01\|56.47\|57.57\|54.00\|141701;2026-04-09\|57.32\|0.67\|55.82\|57.98\|55.36\|121829;2026-04-10\|57.73\|0.72\|57.08\|59.86\|56.41\|156013;2026-04-13\|58.36\|1.09\|55.45\|59.50\|55.00\|157826;2026-04-14\|58.87\|0.87\|58.29\|59.65\|56.00\|147667;2026-04-15\|61.82\|5.01\|58.80\|63.00\|58.00\|194904;2026-04-16\|60.91\|-1.47\|60.48\|63.78\|58.83\|165511;2026-04-17\|61.15\|0.39\|59.69\|63.16\|59.22\|151521;2026-04-20\|63.46\|3.78\|60.89\|63.46\|60.16\|137605;2026-04-21\|67.89\|6.98\|62.88\|71.50\|60.77\|198833;2026-04-22\|65.04\|-4.20\|67.59\|70.95\|64.43\|204032;2026-04-23\|56.33\|-13.39\|64.00\|64.11\|55.53\|228238;2026-04-24\|60.61\|7.60\|55.11\|61.16\|54.38\|196405;2026-04-27\|62.11\|2.47\|59.79\|63.94\|58.66\|138368;2026-04-28\|63.66\|2.50\|63.00\|66.16\|59.15\|187632;2026-04-29\|65.97\|3.63\|62.73\|67.20\|61.83\|201530;2026-04-30\|68.52\|3.87\|65.00\|70.27\|64.28\|187435;2026-05-06\|75.20\|9.75\|71.60\|78.15\|68.38\|204369;2026-05-07\|71.64\|-4.73\|74.00\|74.00\|71.00\|176788;2026-05-08\|70.00\|-2.29\|70.10\|73.50\|69.80\|124123;2026-05-11\|72.70\|3.86\|70.10\|73.05\|68.19\|148584;2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364
115350	建滔积层板再度涨价	PCB基材+玻纤制品行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年4月15日业绩说明会，公司生产的电子级湿法薄毡作为覆铜板的增强基材，最终应用于印制电路板及家用电器控制板等电子绝缘场景，有一定技术壁垒，该项业务归类于复合材料板块且与其他湿法毡产品合并核算。 2、据2026年4月15日业绩说明会，在 CEM-3 覆铜板增强材料领域，我们已经完成了进口替代，国产化率很高。电子毡这种‘无纺布’结构的材料特性，不适用于作为低介电损耗（Low-Dk/Df）高频传输场景的核心功能介质。低介电（Low-Dk）或更超薄型的电子毡品类，我们审慎关注。 3、据2026年4月15日业绩说明会，公司拥有从“玻纤纱—玻纤制品—玻纤复合材料” 的完整产业链，致力于为国内外用户提供高性能复合材料一体化解决方案。主要产品包括玻纤纱、短切毡、湿法薄毡、玻纤织物、复合隔板、涂层毡、网格布、热塑性玻纤及制品等。其中，短切毡和湿法薄毡作为公司的拳头产品，在细分市场中处于领军地位。	1、国内规模最大的无纺玻纤制品综合生产企业之一，拥有完整的玻纤纱—玻纤制品—树脂—玻纤复合材料产业链； 2、公司生产的PCB电子毡是 CEM-3 型覆铜板主要基材之一，产品性能达进口水平，在中高端家电、电子信息及 LED 照明用 CEM-3 型覆铜板领域实现应用	2026-03-03\|19.30\|-5.02\|20.30\|20.41\|19.15\|274680;2026-03-04\|19.31\|0.05\|18.87\|19.75\|18.87\|158316;2026-03-05\|19.23\|-0.41\|19.72\|19.88\|18.99\|199399;2026-03-06\|19.06\|-0.88\|19.22\|19.47\|18.74\|150993;2026-03-09\|18.52\|-2.83\|18.42\|18.58\|17.74\|195820;2026-03-10\|19.40\|4.75\|18.90\|19.45\|18.70\|189168;2026-03-11\|19.41\|0.05\|19.35\|19.96\|19.31\|172128;2026-03-12\|19.51\|0.52\|19.33\|19.96\|19.10\|168406;2026-03-13\|19.41\|-0.51\|19.11\|19.85\|18.98\|189717;2026-03-16\|19.25\|-0.82\|19.09\|19.40\|18.71\|134848;2026-03-17\|17.98\|-6.60\|19.37\|19.38\|17.96\|159174;2026-03-18\|18.40\|2.34\|18.19\|18.43\|18.00\|113170;2026-03-19\|17.63\|-4.18\|18.03\|18.09\|17.51\|111350;2026-03-20\|17.15\|-2.72\|17.80\|17.95\|17.14\|99155;2026-03-23\|16.07\|-6.30\|16.85\|16.89\|15.96\|125109;2026-03-24\|16.82\|4.67\|16.38\|16.84\|16.07\|108508;2026-03-25\|17.60\|4.64\|17.02\|18.14\|16.99\|137133;2026-03-26\|17.19\|-2.33\|17.55\|17.70\|17.08\|77430;2026-03-27\|17.64\|2.62\|16.91\|17.95\|16.69\|96750;2026-03-30\|17.94\|1.70\|17.39\|18.15\|17.06\|97358;2026-03-31\|17.52\|-2.34\|17.97\|17.97\|17.45\|75134;2026-04-01\|18.18\|3.77\|18.50\|18.95\|18.04\|167821;2026-04-02\|17.51\|-3.69\|18.00\|18.18\|17.31\|118350;2026-04-03\|17.02\|-2.80\|17.51\|17.78\|17.00\|82455;2026-04-07\|16.99\|-0.18\|17.20\|17.70\|16.82\|103653;2026-04-08\|17.72\|4.30\|17.50\|17.96\|17.42\|107661;2026-04-09\|17.54\|-1.02\|17.46\|17.70\|17.12\|109733;2026-04-10\|18.20\|3.76\|17.94\|18.64\|17.78\|209190;2026-04-13\|19.30\|6.04\|18.10\|19.59\|18.06\|406089;2026-04-14\|19.98\|3.52\|19.39\|20.09\|18.90\|406597;2026-04-15\|18.93\|-5.26\|19.93\|19.93\|18.79\|290569;2026-04-16\|19.43\|2.64\|19.14\|19.75\|18.63\|269125;2026-04-17\|19.42\|-0.05\|19.41\|19.93\|19.35\|238292;2026-04-20\|19.11\|-1.60\|19.21\|19.45\|19.03\|181312;2026-04-21\|19.90\|4.13\|19.00\|20.07\|19.00\|350681;2026-04-22\|20.11\|1.06\|19.71\|20.18\|19.46\|303802;2026-04-23\|19.86\|-1.24\|20.12\|21.06\|19.75\|411544;2026-04-24\|18.98\|-4.43\|18.71\|19.48\|18.71\|280714;2026-04-27\|19.49\|2.69\|18.92\|20.11\|18.92\|225030;2026-04-28\|19.47\|-0.10\|19.30\|19.90\|18.78\|208226;2026-04-29\|20.20\|3.75\|19.50\|20.40\|19.44\|303710;2026-04-30\|19.55\|-3.22\|20.01\|20.12\|18.79\|282108;2026-05-06\|20.96\|7.21\|19.44\|20.96\|19.44\|358982;2026-05-07\|21.23\|1.29\|20.78\|21.38\|20.50\|318386;2026-05-08\|21.82\|2.78\|20.90\|22.10\|20.80\|328499;2026-05-11\|21.64\|-0.82\|22.18\|22.36\|21.23\|324252;2026-05-12\|21.83\|0.88\|21.75\|22.12\|20.90\|281542;2026-05-13\|21.41\|-1.92\|21.44\|21.91\|20.88\|243413;2026-05-14\|20.89\|-2.43\|21.48\|21.54\|20.44\|221169;2026-05-15\|19.75\|-3.85\|20.72\|21.43\|19.52\|222878;2026-05-18\|19.56\|-0.96\|19.53\|20.05\|19.24\|140466;2026-05-19\|19.20\|-1.84\|19.41\|19.41\|18.28\|200530;2026-05-20\|19.33\|0.68\|18.91\|19.75\|18.67\|165222;2026-05-21\|18.59\|-3.83\|19.32\|20.25\|18.58\|250197;2026-05-22\|19.93\|7.21\|18.79\|20.25\|18.60\|282409;2026-05-25\|23.92\|20.02\|20.06\|23.92\|20.05\|449298;2026-05-26\|24.75\|3.47\|24.11\|24.81\|22.97\|619261;2026-05-27\|23.93\|-3.31\|24.28\|25.21\|23.39\|332279;2026-05-28\|25.75\|7.61\|23.91\|26.05\|23.75\|530557;2026-05-29\|24.51\|-4.82\|25.50\|25.50\|24.19\|374913;2026-06-01\|26.42\|7.79\|24.60\|27.68\|24.13\|645551;2026-06-02\|26.58\|0.61\|25.99\|28.82\|24.69\|647848;2026-06-03\|24.97\|-6.06\|26.51\|26.85\|24.50\|584463;2026-06-04\|24.62\|-1.40\|24.33\|25.78\|24.03\|390808;2026-06-05\|24.07\|-2.23\|24.12\|25.00\|23.16\|374303;2026-06-08\|22.18\|-7.85\|22.73\|23.48\|21.90\|307554;2026-06-09\|24.35\|9.78\|23.29\|24.56\|22.90\|386260;2026-06-10\|24.45\|0.41\|23.88\|24.85\|23.79\|356091;2026-06-11\|25.93\|6.05\|23.88\|26.29\|23.80\|516502;2026-06-12\|25.23\|-2.70\|26.00\|27.20\|25.10\|498632;2026-06-15\|27.26\|8.05\|25.62\|27.67\|25.56\|503397;2026-06-16\|28.05\|2.90\|26.83\|29.29\|26.70\|558475;2026-06-17\|31.90\|13.73\|27.00\|33.66\|26.88\|683513;2026-06-18\|29.86\|-6.39\|29.88\|30.50\|28.57\|578642;2026-06-22\|32.99\|10.48\|29.86\|33.55\|29.40\|553542;2026-06-23\|29.80\|-9.67\|32.10\|32.30\|28.74\|395532;2026-06-24\|30.40\|2.01\|28.99\|31.92\|28.96\|395167;2026-06-25\|32.01\|5.30\|30.17\|32.32\|29.59\|434495;2026-06-26\|32.99\|3.06\|31.44\|34.26\|31.05\|499896;2026-06-29\|29.16\|-11.61\|32.59\|32.94\|27.61\|486913;2026-06-30\|29.57\|1.41\|28.60\|29.94\|26.25\|374841;2026-07-01\|26.68\|-9.77\|29.41\|29.57\|26.16\|452863;2026-07-02\|24.71\|-7.38\|25.25\|26.04\|24.50\|304419;2026-07-03\|24.14\|-2.31\|24.33\|25.55\|24.00\|285807;2026-07-06\|22.68\|-6.05\|24.50\|24.87\|22.53\|294251;2026-07-07\|21.60\|-4.76\|22.58\|23.00\|21.30\|205592;2026-07-08\|20.78\|-3.80\|21.85\|21.90\|20.68\|182853;2026-07-09\|21.79\|4.86\|21.20\|21.82\|20.40\|243104;2026-07-10\|20.61\|-5.42\|21.80\|22.56\|20.61\|275843
115349	建滔积层板再度涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-03-03\|11.82\|-6.12\|12.60\|12.65\|11.80\|65318;2026-03-04\|11.62\|-1.69\|11.71\|11.89\|11.51\|49643;2026-03-05\|11.80\|1.55\|11.79\|11.96\|11.75\|30404;2026-03-06\|12.11\|2.63\|11.79\|12.11\|11.71\|32324;2026-03-09\|11.83\|-2.31\|11.90\|12.03\|11.68\|32818;2026-03-10\|12.13\|2.54\|11.90\|12.13\|11.88\|30706;2026-03-11\|12.01\|-0.99\|12.14\|12.17\|11.98\|23417;2026-03-12\|11.87\|-1.17\|12.04\|12.06\|11.85\|24592;2026-03-13\|12.12\|2.11\|11.87\|12.38\|11.82\|70659;2026-03-16\|12.51\|3.22\|12.13\|12.71\|12.10\|93403;2026-03-17\|11.98\|-4.24\|12.49\|12.54\|11.98\|58510;2026-03-18\|12.14\|1.34\|12.02\|12.16\|11.98\|33909;2026-03-19\|11.76\|-3.13\|12.02\|12.07\|11.73\|33870;2026-03-20\|11.26\|-4.25\|11.77\|11.85\|11.26\|47477;2026-03-23\|10.63\|-5.59\|11.03\|11.20\|10.50\|67901;2026-03-24\|11.04\|3.86\|10.86\|11.05\|10.63\|39469;2026-03-25\|11.06\|0.18\|11.01\|11.17\|11.00\|32998;2026-03-26\|10.86\|-1.81\|11.06\|11.15\|10.81\|28614;2026-03-27\|11.00\|1.29\|10.81\|11.10\|10.63\|36183;2026-03-30\|11.11\|1.00\|10.82\|11.11\|10.80\|37310;2026-03-31\|10.95\|-1.44\|11.11\|11.22\|10.92\|30289;2026-04-01\|11.16\|1.92\|11.00\|11.19\|11.00\|25061;2026-04-02\|11.01\|-1.34\|11.18\|11.18\|10.91\|26765;2026-04-03\|11.01\|0.00\|11.05\|11.20\|10.94\|33718;2026-04-07\|11.94\|8.45\|11.06\|12.05\|10.99\|122118;2026-04-08\|12.16\|1.84\|11.97\|12.50\|11.81\|116480;2026-04-09\|12.18\|0.16\|12.06\|12.34\|12.00\|70887;2026-04-10\|13.02\|6.90\|12.39\|13.29\|12.22\|184071;2026-04-13\|12.81\|-1.61\|12.90\|13.30\|12.73\|94589;2026-04-14\|12.89\|0.62\|12.82\|13.04\|12.65\|81614;2026-04-15\|13.08\|1.47\|12.66\|13.39\|12.12\|197159;2026-04-16\|13.50\|3.21\|13.07\|14.00\|12.80\|236644;2026-04-17\|13.91\|3.04\|13.49\|14.28\|13.30\|211275;2026-04-20\|13.85\|-0.43\|13.91\|14.26\|13.70\|159978;2026-04-21\|13.49\|-2.60\|13.74\|13.94\|13.39\|87552;2026-04-22\|13.59\|0.74\|13.38\|13.73\|13.38\|85016;2026-04-23\|13.46\|-0.96\|13.60\|13.65\|13.39\|49544;2026-04-24\|13.38\|-0.59\|13.37\|13.59\|13.35\|54522;2026-04-27\|13.38\|0.00\|13.35\|13.44\|13.25\|47742;2026-04-28\|13.17\|-1.57\|13.35\|13.48\|13.08\|53950;2026-04-29\|13.37\|1.83\|13.02\|13.46\|13.02\|44906;2026-04-30\|13.21\|-1.20\|13.37\|14.04\|13.18\|64379;2026-05-06\|13.25\|0.30\|13.25\|13.38\|13.15\|52805;2026-05-07\|13.55\|2.26\|13.30\|13.70\|13.13\|65010;2026-05-08\|13.62\|0.52\|13.50\|13.83\|13.29\|58890;2026-05-11\|13.68\|0.44\|13.62\|13.74\|13.46\|60764;2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251
115348	建滔积层板再度涨价	硬质合金棒材+PCB钻针+半导体封装+一季报扭亏行业原因： 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15日互动易，公司生产的硬质合金棒材是制造PCB钻头、钻针的关键基础材料，公司将密切关注AI服务器M9板材带来的PCB钻针需求变化。 2、据2026年6月15日及5月15日互动易，高精度的硬质合金棒材可用于制造半导体封装测试环节所需的微型钻头和铣刀，激光锡球焊喷嘴是先进封装核心部件。 3、据2026年4月24日公告，公司2026年一季度实现营收14.29亿元，同比增长110.30%，归母净利润5629.53万元，同比扭亏为盈。	PCB铜箔产品是公司控股子公司浙江宏丰铜箔有限公司投资建设的“年产5万吨铜箔生产基地项目”的规划产品之一，PCB铜箔产线正在按计划建设中，当前进展顺利	2026-03-03\|7.67\|-6.69\|8.19\|8.31\|7.65\|239174;2026-03-04\|7.81\|1.83\|7.54\|7.90\|7.48\|201003;2026-03-05\|8.25\|5.63\|7.88\|8.37\|7.87\|323314;2026-03-06\|8.33\|0.97\|8.21\|8.38\|8.14\|206904;2026-03-09\|8.42\|1.08\|8.18\|8.42\|8.01\|287287;2026-03-10\|8.61\|2.26\|8.49\|8.62\|8.39\|206822;2026-03-11\|8.58\|-0.35\|8.61\|8.71\|8.49\|191410;2026-03-12\|8.45\|-1.52\|8.60\|8.64\|8.39\|172605;2026-03-13\|8.33\|-1.42\|8.43\|8.58\|8.29\|189401;2026-03-16\|8.32\|-0.12\|8.35\|8.38\|8.17\|147372;2026-03-17\|8.01\|-3.73\|8.35\|8.39\|7.98\|151539;2026-03-18\|8.30\|3.62\|8.05\|8.30\|8.03\|158935;2026-03-19\|8.00\|-3.61\|8.16\|8.21\|7.96\|158472;2026-03-20\|7.73\|-3.38\|8.03\|8.18\|7.71\|166212;2026-03-23\|7.02\|-9.19\|7.59\|7.60\|6.96\|260014;2026-03-24\|7.50\|6.84\|7.22\|7.50\|7.07\|225690;2026-03-25\|7.57\|0.93\|7.49\|7.64\|7.41\|147784;2026-03-26\|7.44\|-1.72\|7.54\|7.60\|7.36\|125665;2026-03-27\|7.62\|2.42\|7.30\|7.63\|7.25\|137763;2026-03-30\|7.68\|0.79\|7.48\|7.68\|7.45\|154301;2026-03-31\|7.68\|0.00\|7.73\|7.98\|7.66\|187067;2026-04-01\|7.81\|1.69\|7.87\|7.90\|7.69\|155983;2026-04-02\|7.73\|-1.02\|7.78\|7.90\|7.63\|139881;2026-04-03\|7.44\|-3.75\|7.73\|7.76\|7.41\|115412;2026-04-07\|7.79\|4.70\|7.44\|7.93\|7.42\|212467;2026-04-08\|8.02\|2.95\|8.10\|8.13\|7.89\|188370;2026-04-09\|8.08\|0.75\|7.92\|8.10\|7.88\|167922;2026-04-10\|8.31\|2.85\|8.05\|8.46\|8.05\|230664;2026-04-13\|8.73\|5.05\|8.32\|8.78\|8.29\|400493;2026-04-14\|9.16\|4.93\|8.91\|9.70\|8.88\|761032;2026-04-15\|9.12\|-0.44\|9.19\|9.50\|9.07\|527812;2026-04-16\|9.26\|1.54\|9.13\|9.29\|8.94\|323360;2026-04-17\|9.67\|4.43\|9.20\|9.82\|9.10\|396531;2026-04-20\|9.76\|0.93\|9.60\|9.83\|9.56\|326010;2026-04-21\|10.05\|2.97\|9.77\|10.15\|9.68\|388380;2026-04-22\|9.96\|-0.90\|10.04\|10.15\|9.87\|325540;2026-04-23\|9.79\|-1.71\|9.96\|10.10\|9.70\|270800;2026-04-24\|11.75\|20.02\|10.43\|11.75\|10.22\|749138;2026-04-27\|11.42\|-2.81\|11.28\|11.49\|10.70\|1167602;2026-04-28\|11.74\|2.80\|11.30\|11.93\|11.10\|937369;2026-04-29\|12.16\|3.58\|11.35\|12.48\|11.35\|1028328;2026-04-30\|12.45\|2.38\|12.20\|13.00\|11.85\|1037783;2026-05-06\|13.21\|6.10\|12.70\|13.25\|12.30\|1045397;2026-05-07\|14.15\|7.12\|12.78\|14.97\|12.70\|1172759;2026-05-08\|16.98\|20.00\|14.09\|16.98\|13.96\|1084352;2026-05-11\|15.88\|-6.48\|17.51\|17.99\|15.78\|1402041;2026-05-12\|17.35\|9.26\|16.10\|18.44\|16.07\|1380753;2026-05-13\|17.20\|-0.86\|16.96\|17.68\|16.35\|1199743;2026-05-14\|16.00\|-6.98\|17.03\|17.03\|15.89\|923934;2026-05-15\|15.77\|-1.44\|16.00\|16.45\|15.56\|766820;2026-05-18\|17.26\|9.45\|15.83\|17.73\|15.83\|1006181;2026-05-19\|19.35\|12.11\|16.90\|20.20\|16.73\|1215881;2026-05-20\|18.51\|-4.34\|19.49\|19.55\|18.21\|847952;2026-05-21\|17.57\|-5.08\|18.51\|18.86\|17.50\|709964;2026-05-22\|18.52\|5.41\|17.91\|18.99\|17.56\|874915;2026-05-25\|18.40\|-0.65\|19.19\|19.90\|17.81\|819259;2026-05-26\|17.70\|-3.80\|17.80\|18.19\|16.91\|802074;2026-05-27\|17.08\|-3.50\|17.01\|17.44\|16.65\|629948;2026-05-28\|17.41\|1.93\|16.90\|17.80\|16.39\|752957;2026-05-29\|16.97\|-2.53\|17.06\|17.89\|16.67\|691288;2026-06-01\|16.14\|-4.89\|17.01\|17.66\|15.99\|696911;2026-06-02\|16.75\|3.78\|16.13\|16.96\|15.31\|639849;2026-06-03\|17.26\|3.04\|16.51\|17.96\|16.40\|828102;2026-06-04\|17.54\|1.62\|16.55\|17.80\|16.47\|675568;2026-06-05\|17.51\|-0.17\|17.51\|18.35\|16.58\|708803;2026-06-08\|17.63\|0.69\|16.58\|18.38\|16.48\|759430;2026-06-09\|18.55\|5.22\|17.95\|18.86\|17.59\|916336;2026-06-10\|20.23\|9.12\|18.20\|21.09\|17.38\|1137192;2026-06-11\|17.16\|-15.18\|20.00\|20.95\|16.64\|1223970;2026-06-12\|16.48\|-3.96\|17.51\|18.35\|16.38\|1000143;2026-06-15\|17.80\|8.01\|16.74\|18.10\|16.70\|853199;2026-06-16\|18.46\|3.71\|17.82\|18.77\|17.45\|772373;2026-06-17\|22.15\|19.99\|18.01\|22.15\|17.93\|1150885;2026-06-18\|22.25\|0.45\|21.70\|22.50\|20.61\|1091578;2026-06-22\|25.53\|14.74\|23.11\|25.98\|23.00\|995035;2026-06-23\|23.46\|-8.11\|25.91\|26.50\|23.20\|948488;2026-06-24\|23.17\|-1.24\|23.60\|23.98\|22.60\|741544;2026-06-25\|22.45\|-3.11\|23.30\|24.27\|21.88\|883569;2026-06-26\|20.89\|-6.95\|22.49\|22.95\|20.66\|710191;2026-06-29\|19.83\|-5.07\|20.69\|21.11\|19.11\|657808;2026-06-30\|20.55\|3.63\|19.66\|20.78\|19.25\|594729;2026-07-01\|20.57\|0.10\|21.31\|21.68\|20.15\|632675;2026-07-02\|21.36\|3.84\|19.54\|22.46\|19.41\|763719;2026-07-03\|20.92\|-2.06\|21.00\|21.78\|19.82\|627549;2026-07-06\|19.19\|-8.27\|21.51\|21.60\|19.01\|549768;2026-07-07\|18.19\|-5.21\|18.91\|19.30\|17.87\|465096;2026-07-08\|17.55\|-3.52\|18.20\|18.40\|17.16\|372334;2026-07-09\|18.00\|2.56\|17.80\|18.11\|16.73\|392122;2026-07-10\|17.20\|-4.44\|18.00\|18.77\|17.20\|464958
115347	建滔积层板再度涨价	PCB+AI算力扩产+光模块行业原因： 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、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-03\|53.53\|-6.87\|57.99\|58.28\|53.50\|370144;2026-03-04\|52.66\|-1.63\|52.80\|54.59\|52.50\|241669;2026-03-05\|54.94\|4.33\|54.00\|55.40\|53.30\|264001;2026-03-06\|53.20\|-3.17\|54.22\|54.61\|53.10\|213803;2026-03-09\|50.37\|-5.32\|50.97\|50.97\|48.38\|293122;2026-03-10\|52.50\|4.23\|51.46\|52.77\|51.26\|208901;2026-03-11\|53.12\|1.18\|52.80\|53.82\|52.50\|208659;2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214
115346	建滔积层板再度涨价	PCB概念+PI膜+锂电池隔膜设备行业原因： 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4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并与有泽新材PI膜及FCCL业务联动，打造“设备+材料”一体化解决方案； 2、公司机器人目前主要产品为码垛机器人、协作机器人； 3、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-03-03\|54.55\|-2.06\|55.58\|56.24\|54.28\|13290;2026-03-04\|54.38\|-0.31\|54.20\|55.26\|53.85\|9831;2026-03-05\|54.83\|0.83\|54.82\|55.50\|54.40\|6593;2026-03-06\|56.25\|2.59\|54.85\|56.48\|54.46\|8130;2026-03-09\|53.75\|-4.44\|55.21\|55.25\|52.38\|10589;2026-03-10\|54.86\|2.07\|54.19\|55.18\|54.00\|5911;2026-03-11\|54.65\|-0.38\|55.00\|55.65\|54.40\|7027;2026-03-12\|52.63\|-3.70\|54.47\|54.88\|52.41\|9299;2026-03-13\|52.44\|-0.36\|52.63\|53.45\|52.21\|5186;2026-03-16\|50.33\|-4.02\|52.44\|52.50\|49.97\|15930;2026-03-17\|49.81\|-1.03\|50.78\|50.89\|48.86\|14136;2026-03-18\|50.41\|1.20\|49.57\|50.59\|49.06\|6845;2026-03-19\|49.87\|-1.07\|49.66\|50.99\|49.37\|8681;2026-03-20\|49.42\|-0.90\|49.87\|50.59\|49.11\|5784;2026-03-23\|46.98\|-4.94\|45.82\|50.18\|45.82\|9827;2026-03-24\|47.84\|1.83\|47.92\|48.19\|46.50\|7345;2026-03-25\|48.81\|2.03\|47.94\|49.50\|47.94\|5651;2026-03-26\|47.66\|-2.36\|48.55\|49.45\|47.12\|7504;2026-03-27\|47.85\|0.40\|46.87\|48.66\|46.87\|5208;2026-03-30\|46.71\|-2.38\|46.89\|47.80\|46.16\|8223;2026-03-31\|45.50\|-2.59\|46.60\|47.48\|45.50\|6339;2026-04-01\|48.29\|6.13\|46.41\|48.73\|46.01\|13054;2026-04-02\|51.00\|5.61\|48.98\|51.30\|47.88\|21337;2026-04-03\|52.91\|3.75\|50.50\|53.88\|50.01\|25937;2026-04-07\|52.40\|-0.96\|53.70\|53.74\|50.34\|17038;2026-04-08\|54.60\|4.20\|52.55\|56.30\|52.55\|26989;2026-04-09\|53.60\|-1.83\|53.32\|55.11\|53.32\|18288;2026-04-10\|53.33\|-0.50\|54.00\|54.35\|52.00\|15834;2026-04-13\|51.78\|-2.91\|53.12\|53.25\|51.55\|10959;2026-04-14\|52.33\|1.06\|51.79\|52.88\|51.12\|11512;2026-04-15\|51.98\|-0.67\|52.47\|52.82\|51.78\|6344;2026-04-16\|55.66\|7.08\|52.70\|56.80\|51.53\|25590;2026-04-17\|60.02\|7.83\|55.66\|60.68\|55.00\|26261;2026-04-20\|59.10\|-1.53\|60.02\|60.90\|58.50\|19200;2026-04-21\|58.75\|-0.59\|59.09\|59.95\|58.08\|12799;2026-04-22\|58.50\|-0.43\|58.50\|59.55\|58.01\|9940;2026-04-23\|57.51\|-1.69\|58.50\|58.50\|57.00\|10164;2026-04-24\|58.22\|1.23\|57.28\|58.76\|56.90\|10208;2026-04-27\|57.03\|-2.04\|58.23\|58.24\|55.57\|16148;2026-04-28\|54.30\|-4.79\|56.90\|56.91\|54.00\|11482;2026-04-29\|55.00\|1.29\|53.74\|57.22\|52.58\|17854;2026-04-30\|55.72\|1.31\|54.97\|56.93\|54.09\|15825;2026-05-06\|55.00\|-1.29\|56.34\|56.90\|54.44\|13476;2026-05-07\|58.18\|5.78\|55.00\|58.21\|54.67\|17082;2026-05-08\|59.00\|1.41\|58.00\|59.49\|57.50\|11753;2026-05-11\|60.08\|1.83\|59.54\|61.64\|59.51\|18730;2026-05-12\|58.49\|-2.65\|60.20\|60.48\|57.91\|11040;2026-05-13\|64.34\|10.00\|58.45\|64.34\|57.09\|29579;2026-05-14\|70.77\|9.99\|65.05\|70.77\|64.04\|52570;2026-05-15\|69.80\|-1.37\|70.45\|73.49\|68.21\|53107;2026-05-18\|67.00\|-4.01\|68.35\|70.38\|66.33\|38965;2026-05-19\|64.19\|-4.19\|66.99\|67.35\|62.10\|41319;2026-05-20\|65.79\|2.49\|63.55\|66.45\|62.82\|31953;2026-05-21\|62.14\|-5.55\|64.55\|65.32\|61.80\|25332;2026-05-22\|66.12\|6.40\|62.19\|66.90\|62.19\|27260;2026-05-25\|64.21\|-2.89\|65.12\|66.00\|62.31\|22798;2026-05-26\|61.95\|-3.52\|64.50\|64.88\|61.23\|15982;2026-05-27\|60.57\|-2.23\|62.36\|63.88\|60.00\|14738;2026-05-28\|61.51\|1.55\|60.11\|61.80\|59.29\|12804;2026-05-29\|56.95\|-7.41\|61.59\|61.96\|56.31\|19486;2026-06-01\|54.96\|-3.49\|56.50\|57.44\|54.61\|10477;2026-06-02\|42.00\|7.42\|39.20\|42.30\|35.85\|40561;2026-06-03\|46.20\|10.00\|42.00\|46.20\|41.50\|31966;2026-06-04\|47.00\|1.73\|45.33\|47.95\|43.50\|72527;2026-06-05\|46.46\|-1.15\|46.89\|49.26\|44.89\|73141;2026-06-08\|45.16\|-2.80\|44.00\|46.77\|43.58\|41798;2026-06-09\|48.28\|6.91\|45.17\|49.22\|44.23\|48359;2026-06-10\|45.76\|-5.22\|47.61\|49.10\|44.53\|45286;2026-06-11\|44.63\|-2.47\|45.52\|45.52\|43.68\|28110;2026-06-12\|43.03\|-3.58\|45.16\|46.24\|42.85\|26093;2026-06-15\|45.15\|4.93\|43.54\|45.49\|43.53\|34729;2026-06-16\|45.30\|0.33\|44.94\|46.52\|43.51\|35745;2026-06-17\|49.83\|10.00\|45.00\|49.83\|44.55\|51199;2026-06-18\|49.05\|-1.57\|50.67\|51.98\|48.18\|54729;2026-06-22\|47.77\|-2.61\|49.54\|49.64\|47.00\|35368;2026-06-23\|49.50\|3.62\|47.44\|51.26\|46.63\|62512;2026-06-24\|52.49\|6.04\|48.20\|52.53\|45.68\|79405;2026-06-25\|50.47\|-3.85\|51.02\|51.20\|48.02\|57039;2026-06-26\|50.08\|-0.77\|51.16\|51.50\|48.63\|33836;2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256
115345	建滔积层板再度涨价	AI算力PCB+券商首次覆盖买入行业原因： 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16日中邮证券研报，首予科翔股份“买入”评级，指出公司向高端PCB、高阶HDI及AI服务器、光模块等领域加速转型，预计2026/2027/2028年收入45/54/64亿元。 2、据据2026年4月25日年报，公司正全面向AI算力方向转型，已突破224G+ AI服务器PCB核心技术，并规划mSAP工艺产能为1.6T、3.2T光模块做准备。 3、据2026年4月25日年报，公司位列2024年度全球PCB百强第50位、内资PCB百强第15位，产品覆盖高多层板、HDI板及IC载板，应用于服务器和光模块领域。	1、公司提供多种类型的PCB产品，包括双层板、多层板、高密度互连（HDI）板、厚铜板、高频/高速板、金属基板、陶瓷基板、IC载板及柔性线路板等； 2、公司完成200G/400G光模块产品的研发试产，且已逐步与国内外多家互联网厂商和通信设备商建立了良好的合作关系，公司在800G光模块领域等新产品的研发工作也在有序推进	2026-03-03\|29.82\|-4.97\|31.32\|32.98\|29.79\|353600;2026-03-04\|29.36\|-1.54\|29.35\|30.40\|28.98\|199489;2026-03-05\|31.80\|8.31\|30.00\|33.56\|29.62\|437463;2026-03-06\|37.52\|17.99\|31.68\|38.16\|30.91\|766358;2026-03-09\|36.20\|-3.52\|36.47\|36.62\|34.26\|492352;2026-03-10\|40.97\|13.18\|36.90\|41.27\|35.70\|573471;2026-03-11\|41.59\|1.51\|41.00\|41.99\|39.81\|436478;2026-03-12\|41.51\|-0.19\|42.19\|45.00\|41.21\|523270;2026-03-13\|40.32\|-2.87\|41.01\|42.49\|40.00\|430387;2026-03-16\|39.76\|-1.39\|39.70\|40.30\|38.50\|283746;2026-03-17\|36.81\|-7.42\|40.25\|40.55\|36.76\|399146;2026-03-18\|37.55\|2.01\|37.55\|37.96\|36.28\|249963;2026-03-19\|36.32\|-3.28\|36.92\|37.38\|35.90\|204503;2026-03-20\|36.34\|0.06\|37.02\|38.78\|36.00\|311573;2026-03-23\|35.07\|-3.49\|36.36\|37.28\|34.80\|296263;2026-03-24\|35.70\|1.80\|35.80\|36.05\|33.62\|272958;2026-03-25\|36.18\|1.34\|36.37\|37.22\|35.53\|290897;2026-03-26\|34.06\|-5.86\|35.53\|36.08\|33.56\|257547;2026-03-27\|33.41\|-1.91\|33.55\|34.13\|32.45\|229136;2026-03-30\|32.76\|-1.95\|32.81\|32.97\|31.98\|192828;2026-03-31\|31.97\|-2.41\|32.90\|33.77\|31.88\|167555;2026-04-01\|33.13\|3.63\|32.70\|33.40\|32.13\|225435;2026-04-02\|32.31\|-2.48\|33.00\|33.71\|32.04\|200831;2026-04-03\|31.11\|-3.71\|32.74\|32.88\|31.00\|151136;2026-04-07\|31.37\|0.84\|31.43\|32.10\|30.95\|136470;2026-04-08\|33.14\|5.64\|33.00\|33.48\|31.38\|210144;2026-04-09\|34.32\|3.56\|32.50\|35.32\|32.50\|322905;2026-04-10\|34.03\|-0.84\|34.70\|35.48\|33.90\|260817;2026-04-13\|33.25\|-2.29\|33.53\|34.06\|32.86\|177579;2026-04-14\|37.80\|13.68\|33.30\|37.87\|33.00\|520566;2026-04-15\|39.76\|5.19\|38.01\|41.49\|38.01\|524011;2026-04-16\|39.11\|-1.63\|39.21\|40.49\|38.81\|323744;2026-04-17\|39.30\|0.49\|39.24\|39.75\|38.00\|260226;2026-04-20\|37.57\|-4.40\|39.30\|39.32\|37.41\|264078;2026-04-21\|38.38\|2.16\|37.07\|39.11\|36.65\|229256;2026-04-22\|43.92\|14.43\|38.20\|44.33\|37.50\|546923;2026-04-23\|42.64\|-2.91\|43.63\|45.60\|42.10\|464983;2026-04-24\|40.29\|-5.51\|42.40\|43.00\|39.30\|325146;2026-04-27\|42.86\|6.38\|39.91\|44.28\|39.34\|423022;2026-04-28\|45.56\|6.30\|43.03\|46.00\|42.55\|369393;2026-04-29\|50.25\|10.29\|45.70\|51.81\|43.95\|417186;2026-04-30\|49.67\|-1.15\|49.54\|50.83\|48.44\|295773;2026-05-06\|52.00\|4.69\|50.00\|52.79\|48.60\|328160;2026-05-07\|58.74\|12.96\|52.00\|59.16\|50.70\|399609;2026-05-08\|58.06\|-1.16\|58.77\|61.66\|56.58\|461446;2026-05-11\|60.70\|4.55\|58.42\|62.79\|58.42\|375736;2026-05-12\|69.22\|14.04\|61.43\|72.84\|59.03\|621149;2026-05-13\|72.00\|4.02\|71.69\|74.00\|70.00\|424811;2026-05-14\|79.24\|10.06\|73.06\|82.88\|73.00\|435357;2026-05-15\|75.05\|-5.29\|80.00\|81.00\|73.87\|416510;2026-05-18\|75.25\|0.27\|74.98\|79.00\|74.30\|335976;2026-05-19\|72.10\|-4.19\|74.43\|75.18\|68.98\|407311;2026-05-20\|75.06\|4.11\|72.00\|76.89\|70.38\|323293;2026-05-21\|71.20\|-5.14\|75.95\|76.75\|70.80\|336652;2026-05-22\|79.39\|11.50\|73.51\|80.75\|73.00\|383785;2026-05-25\|82.86\|4.37\|79.30\|83.88\|77.80\|391309;2026-05-26\|79.97\|-3.49\|82.06\|84.89\|79.19\|266477;2026-05-27\|74.32\|-7.07\|79.97\|80.50\|72.72\|315578;2026-05-28\|76.22\|2.56\|75.79\|77.03\|72.50\|234921;2026-05-29\|70.49\|-7.52\|75.00\|75.45\|69.51\|271592;2026-06-01\|66.56\|-5.58\|72.15\|72.80\|66.09\|269651;2026-06-02\|66.36\|-0.30\|67.85\|68.65\|62.00\|242655;2026-06-03\|69.97\|5.44\|66.00\|71.22\|64.88\|277099;2026-06-04\|73.75\|5.40\|68.71\|75.86\|68.71\|298111;2026-06-05\|72.10\|-2.24\|73.00\|78.97\|71.44\|281715;2026-06-08\|66.60\|-7.63\|68.30\|69.60\|65.50\|242626;2026-06-09\|70.15\|5.33\|68.30\|70.76\|66.96\|204761;2026-06-10\|66.00\|-5.92\|70.14\|70.20\|65.50\|159274;2026-06-11\|74.41\|12.74\|65.50\|75.50\|64.38\|232915;2026-06-12\|70.03\|-5.89\|75.60\|76.65\|69.69\|286506;2026-06-15\|78.22\|11.70\|70.09\|78.91\|68.81\|304078;2026-06-16\|81.80\|4.58\|76.50\|82.85\|76.50\|283809;2026-06-17\|98.16\|20.00\|81.50\|98.16\|81.21\|327650;2026-06-18\|101.58\|3.48\|99.92\|105.00\|97.49\|365267;2026-06-22\|110.00\|8.29\|106.31\|114.80\|106.10\|307906;2026-06-23\|110.13\|0.12\|109.20\|116.88\|107.15\|302806;2026-06-24\|110.65\|0.47\|108.83\|112.22\|104.80\|245681;2026-06-25\|112.71\|1.86\|112.60\|116.50\|108.01\|213324;2026-06-26\|105.26\|-6.61\|113.00\|113.79\|104.50\|219648;2026-06-29\|101.68\|-3.40\|105.65\|106.53\|93.70\|280419;2026-06-30\|101.31\|-0.36\|100.99\|104.32\|97.26\|192185;2026-07-01\|97.20\|-4.06\|101.36\|102.35\|96.70\|162164;2026-07-02\|91.20\|-6.17\|96.00\|100.98\|90.75\|198614;2026-07-03\|95.90\|5.15\|92.19\|102.50\|91.48\|229676;2026-07-06\|93.65\|-2.35\|97.17\|99.98\|92.00\|202546;2026-07-07\|89.11\|-4.85\|92.04\|96.40\|87.00\|184674;2026-07-08\|84.43\|-5.25\|89.99\|90.89\|82.68\|164746;2026-07-09\|86.40\|2.33\|86.86\|88.20\|82.50\|159163;2026-07-10\|84.51\|-2.19\|86.97\|92.80\|84.34\|206878
115344	建滔积层板再度涨价	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-03-03\|11.50\|-6.28\|12.32\|12.38\|11.48\|317259;2026-03-04\|11.49\|-0.09\|11.30\|11.75\|11.25\|205614;2026-03-05\|12.07\|5.05\|11.75\|12.38\|11.75\|393476;2026-03-06\|12.05\|-0.17\|11.94\|12.20\|11.78\|242600;2026-03-09\|11.68\|-3.07\|11.81\|11.85\|11.25\|339614;2026-03-10\|12.29\|5.22\|11.81\|12.30\|11.79\|407890;2026-03-11\|12.55\|2.12\|12.30\|12.59\|12.23\|466932;2026-03-12\|12.34\|-1.67\|12.41\|12.58\|12.16\|321023;2026-03-13\|12.23\|-0.89\|12.18\|12.44\|12.15\|252887;2026-03-16\|12.57\|2.78\|12.17\|12.57\|12.03\|420977;2026-03-17\|11.99\|-4.61\|12.48\|12.56\|11.98\|354889;2026-03-18\|12.42\|3.59\|12.01\|12.43\|12.01\|374248;2026-03-19\|12.04\|-3.06\|12.21\|12.33\|11.96\|259433;2026-03-20\|12.28\|1.99\|12.18\|12.88\|12.08\|703420;2026-03-23\|11.41\|-7.08\|11.74\|12.17\|11.26\|568867;2026-03-24\|11.92\|4.47\|11.64\|11.97\|11.07\|507179;2026-03-25\|12.09\|1.43\|12.17\|12.33\|12.01\|332944;2026-03-26\|11.76\|-2.73\|12.00\|12.20\|11.71\|255791;2026-03-27\|11.66\|-0.85\|11.50\|11.83\|11.08\|347242;2026-03-30\|11.73\|0.60\|11.45\|11.75\|11.08\|316234;2026-03-31\|11.17\|-4.77\|11.69\|11.78\|11.11\|379014;2026-04-01\|12.29\|10.03\|11.44\|12.29\|11.42\|456419;2026-04-02\|12.17\|-0.98\|12.32\|12.40\|12.10\|701666;2026-04-03\|12.35\|1.48\|12.25\|12.40\|12.06\|698150;2026-04-07\|12.63\|2.27\|12.38\|12.75\|12.31\|790591;2026-04-08\|13.05\|3.33\|12.70\|13.10\|12.53\|1049008;2026-04-09\|12.73\|-2.45\|12.60\|12.84\|12.55\|643652;2026-04-10\|12.65\|-0.63\|12.85\|13.08\|12.65\|634758;2026-04-13\|12.73\|0.63\|12.51\|12.76\|12.45\|482658;2026-04-14\|13.03\|2.36\|12.84\|13.10\|12.72\|673859;2026-04-15\|12.71\|-2.46\|13.03\|13.03\|12.64\|543542;2026-04-16\|12.83\|0.94\|12.79\|12.85\|12.51\|378225;2026-04-17\|13.16\|2.57\|12.80\|13.23\|12.70\|744406;2026-04-20\|13.25\|0.68\|13.25\|13.41\|13.10\|694080;2026-04-21\|13.19\|-0.45\|13.11\|13.35\|13.02\|494010;2026-04-22\|13.45\|1.97\|13.03\|13.52\|13.00\|664482;2026-04-23\|12.95\|-3.72\|13.34\|13.40\|12.83\|570295;2026-04-24\|12.69\|-2.01\|12.78\|13.04\|12.57\|410361;2026-04-27\|12.94\|1.97\|12.66\|13.02\|12.65\|327599;2026-04-28\|12.19\|-5.80\|12.42\|12.58\|11.82\|586985;2026-04-29\|12.36\|1.39\|12.10\|12.42\|12.03\|309056;2026-04-30\|11.85\|-4.13\|12.37\|12.58\|11.84\|428744;2026-05-06\|12.69\|7.09\|12.12\|13.00\|12.10\|623743;2026-05-07\|13.25\|4.41\|12.72\|13.31\|12.64\|644245;2026-05-08\|13.26\|0.08\|13.03\|13.32\|12.96\|427880;2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966
115343	建滔积层板再度涨价	PCB+封装基板+拟定增+央企行业原因： 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13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-03\|270.95\|-6.49\|289.80\|290.95\|270.28\|99690;2026-03-04\|267.90\|-1.13\|269.00\|274.50\|265.20\|64515;2026-03-05\|268.16\|0.10\|274.80\|280.44\|265.20\|92348;2026-03-06\|263.78\|-1.63\|266.11\|268.96\|259.60\|57019;2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742
115342	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-03-03\|26.45\|-6.70\|28.40\|28.89\|26.38\|1325806;2026-03-04\|26.42\|-0.11\|26.25\|27.27\|26.25\|870829;2026-03-05\|27.39\|3.67\|27.30\|28.15\|26.90\|958427;2026-03-06\|26.35\|-3.80\|27.10\|27.25\|26.00\|858024;2026-03-09\|26.00\|-1.33\|25.13\|26.20\|24.52\|911367;2026-03-10\|26.86\|3.31\|26.60\|27.25\|26.30\|665748;2026-03-11\|26.50\|-1.34\|27.13\|27.60\|26.46\|566313;2026-03-12\|26.50\|0.00\|26.12\|26.95\|25.81\|623880;2026-03-13\|26.10\|-1.51\|26.50\|26.80\|25.95\|588574;2026-03-16\|24.71\|-5.33\|25.92\|26.09\|23.95\|1479579;2026-03-17\|23.92\|-3.20\|24.71\|25.10\|23.89\|746261;2026-03-18\|24.58\|2.76\|24.23\|24.68\|23.82\|602913;2026-03-19\|23.45\|-4.60\|24.48\|24.48\|23.29\|682588;2026-03-20\|22.65\|-3.41\|23.82\|24.18\|22.52\|895355;2026-03-23\|23.43\|3.44\|22.42\|23.90\|21.59\|1259221;2026-03-24\|24.15\|3.07\|23.88\|24.20\|23.37\|1042556;2026-03-25\|25.29\|4.72\|24.68\|25.57\|24.68\|1072092;2026-03-26\|24.50\|-3.12\|25.10\|25.42\|24.34\|565630;2026-03-27\|24.99\|2.00\|23.86\|25.06\|23.78\|655226;2026-03-30\|24.85\|-0.56\|24.50\|25.59\|24.03\|687384;2026-03-31\|24.31\|-2.17\|24.70\|25.03\|23.90\|515916;2026-04-01\|25.71\|5.76\|25.85\|26.68\|25.44\|849928;2026-04-02\|25.63\|-0.31\|25.70\|26.05\|25.30\|579347;2026-04-03\|25.95\|1.25\|25.80\|27.15\|25.70\|740933;2026-04-07\|26.33\|1.46\|26.21\|27.57\|26.09\|831151;2026-04-08\|27.35\|3.87\|27.15\|27.50\|26.55\|1036675;2026-04-09\|28.00\|2.38\|27.00\|28.05\|26.40\|952071;2026-04-10\|29.19\|4.25\|29.34\|29.85\|28.10\|1151843;2026-04-13\|32.11\|10.00\|29.07\|32.11\|28.99\|1209739;2026-04-14\|32.47\|1.12\|33.07\|33.30\|31.94\|1738279;2026-04-15\|31.10\|-4.22\|31.80\|32.90\|30.88\|1378014;2026-04-16\|33.00\|6.11\|32.12\|33.87\|31.82\|1702501;2026-04-17\|33.50\|1.52\|32.65\|34.50\|32.37\|1552061;2026-04-20\|31.71\|-5.34\|33.08\|33.28\|31.50\|1718987;2026-04-21\|31.75\|0.13\|31.71\|32.05\|31.20\|1005176;2026-04-22\|32.25\|1.57\|31.50\|32.32\|31.03\|1360090;2026-04-23\|33.52\|3.94\|32.80\|34.40\|32.73\|1603687;2026-04-24\|33.00\|-1.55\|33.50\|33.69\|31.81\|1283901;2026-04-27\|33.44\|1.33\|33.88\|35.21\|33.20\|1347029;2026-04-28\|34.50\|3.17\|33.62\|35.37\|33.46\|1484054;2026-04-29\|35.70\|3.48\|34.18\|36.26\|34.15\|1771971;2026-04-30\|34.50\|-3.36\|35.65\|35.67\|32.70\|1867694;2026-05-06\|37.00\|7.25\|35.20\|37.78\|35.20\|1652310;2026-05-07\|37.93\|2.51\|37.01\|38.43\|36.40\|1334336;2026-05-08\|38.00\|0.18\|37.45\|38.70\|36.83\|1156005;2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166
115341	建滔积层板再度涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-03-03\|3.88\|-6.05\|4.17\|4.19\|3.88\|610556;2026-03-04\|3.90\|0.52\|3.79\|3.95\|3.77\|412813;2026-03-05\|3.99\|2.31\|3.97\|4.04\|3.94\|349543;2026-03-06\|4.09\|2.51\|3.96\|4.09\|3.91\|311577;2026-03-09\|4.02\|-1.71\|4.04\|4.05\|3.93\|324164;2026-03-10\|4.12\|2.49\|4.08\|4.12\|4.01\|309337;2026-03-11\|4.09\|-0.73\|4.12\|4.15\|4.07\|253325;2026-03-12\|4.04\|-1.22\|4.09\|4.14\|4.02\|259701;2026-03-13\|4.08\|0.99\|4.03\|4.12\|4.00\|268089;2026-03-16\|4.11\|0.74\|4.06\|4.11\|4.03\|261362;2026-03-17\|3.97\|-3.41\|4.13\|4.18\|3.94\|356145;2026-03-18\|4.01\|1.01\|3.98\|4.02\|3.93\|187630;2026-03-19\|3.88\|-3.24\|3.96\|3.98\|3.85\|257539;2026-03-20\|3.78\|-2.58\|3.90\|3.93\|3.77\|234712;2026-03-23\|3.47\|-8.20\|3.71\|3.75\|3.46\|382095;2026-03-24\|3.65\|5.19\|3.58\|3.66\|3.46\|282881;2026-03-25\|3.74\|2.47\|3.68\|3.80\|3.64\|233030;2026-03-26\|3.67\|-1.87\|3.72\|3.79\|3.66\|172706;2026-03-27\|3.78\|3.00\|3.60\|3.81\|3.60\|224226;2026-03-30\|3.81\|0.79\|3.73\|3.81\|3.71\|159532;2026-03-31\|3.71\|-2.62\|3.81\|3.87\|3.70\|172786;2026-04-01\|3.75\|1.08\|3.79\|3.81\|3.71\|164220;2026-04-02\|3.70\|-1.33\|3.75\|3.78\|3.67\|149070;2026-04-03\|3.59\|-2.97\|3.69\|3.72\|3.56\|157378;2026-04-07\|3.69\|2.79\|3.61\|3.71\|3.60\|136444;2026-04-08\|3.80\|2.98\|3.76\|3.82\|3.73\|200169;2026-04-09\|3.71\|-2.37\|3.77\|3.79\|3.70\|141828;2026-04-10\|3.75\|1.08\|3.73\|3.84\|3.73\|217359;2026-04-13\|3.78\|0.80\|3.73\|3.78\|3.71\|153544;2026-04-14\|3.82\|1.06\|3.83\|3.84\|3.75\|195944;2026-04-15\|3.72\|-2.62\|3.83\|3.84\|3.71\|203964;2026-04-16\|3.79\|1.88\|3.73\|3.80\|3.70\|165011;2026-04-17\|3.87\|2.11\|3.78\|3.89\|3.77\|292149;2026-04-20\|3.84\|-0.78\|3.88\|3.88\|3.81\|178708;2026-04-21\|3.79\|-1.30\|3.85\|3.85\|3.76\|162707;2026-04-22\|3.82\|0.79\|3.76\|3.92\|3.76\|204423;2026-04-23\|3.67\|-3.93\|3.82\|3.86\|3.64\|311551;2026-04-24\|3.64\|-0.82\|3.66\|3.67\|3.59\|171272;2026-04-27\|3.67\|0.82\|3.60\|3.67\|3.56\|150293;2026-04-28\|3.66\|-0.27\|3.63\|3.67\|3.61\|124489;2026-04-29\|3.69\|0.82\|3.68\|3.73\|3.65\|173848;2026-04-30\|3.64\|-1.35\|3.67\|3.72\|3.63\|173060;2026-05-06\|3.70\|1.65\|3.66\|3.73\|3.62\|253338;2026-05-07\|3.78\|2.16\|3.70\|3.92\|3.69\|331056;2026-05-08\|3.78\|0.00\|3.76\|3.81\|3.72\|244393;2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742
115340	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-03-03\|14.95\|-5.14\|15.80\|15.87\|14.90\|309613;2026-03-04\|15.04\|0.60\|14.77\|15.37\|14.75\|200588;2026-03-05\|15.24\|1.33\|15.37\|15.59\|15.12\|199277;2026-03-06\|15.20\|-0.26\|15.26\|15.45\|14.91\|172628;2026-03-09\|14.84\|-2.37\|14.88\|14.91\|14.29\|249499;2026-03-10\|15.70\|5.80\|15.17\|15.73\|15.10\|321431;2026-03-11\|15.76\|0.38\|15.70\|15.97\|15.58\|211467;2026-03-12\|15.59\|-1.08\|15.71\|15.89\|15.34\|187632;2026-03-13\|15.84\|1.60\|15.47\|16.12\|15.40\|306145;2026-03-16\|16.24\|2.53\|15.66\|16.30\|15.48\|404834;2026-03-17\|15.49\|-4.62\|16.05\|16.11\|15.47\|313497;2026-03-18\|16.32\|5.36\|15.71\|16.33\|15.55\|482299;2026-03-19\|15.88\|-2.70\|16.00\|16.20\|15.76\|304342;2026-03-20\|14.97\|-5.73\|15.95\|16.03\|14.91\|377310;2026-03-23\|13.47\|-10.02\|14.01\|14.18\|13.47\|351623;2026-03-24\|13.45\|-0.15\|13.50\|13.58\|12.60\|373831;2026-03-25\|13.66\|1.56\|13.69\|13.90\|13.51\|299635;2026-03-26\|13.12\|-3.95\|13.56\|13.72\|13.05\|209776;2026-03-27\|13.21\|0.69\|12.98\|13.39\|12.81\|170741;2026-03-30\|13.08\|-0.98\|12.88\|13.10\|12.76\|164265;2026-03-31\|12.65\|-3.29\|13.03\|13.13\|12.62\|172639;2026-04-01\|13.24\|4.66\|13.15\|13.65\|13.07\|270850;2026-04-02\|12.73\|-3.85\|13.20\|13.23\|12.63\|188587;2026-04-03\|12.65\|-0.63\|12.80\|12.92\|12.65\|124581;2026-04-07\|12.76\|0.87\|12.68\|12.94\|12.64\|137588;2026-04-08\|13.66\|7.05\|13.08\|13.67\|13.08\|246741;2026-04-09\|14.43\|5.64\|13.41\|14.85\|13.37\|534418;2026-04-10\|14.61\|1.25\|14.56\|14.76\|14.36\|309844;2026-04-13\|15.21\|4.11\|14.45\|15.42\|14.35\|365625;2026-04-14\|15.53\|2.10\|15.22\|15.86\|15.08\|337873;2026-04-15\|15.62\|0.58\|15.42\|15.93\|15.30\|331072;2026-04-16\|15.86\|1.54\|15.54\|16.01\|15.47\|222176;2026-04-17\|15.80\|-0.38\|15.86\|15.98\|15.63\|220369;2026-04-20\|16.04\|1.52\|15.76\|16.44\|15.68\|289408;2026-04-21\|16.10\|0.37\|16.00\|16.17\|15.85\|209115;2026-04-22\|16.48\|2.36\|16.11\|16.75\|16.06\|280602;2026-04-23\|15.97\|-3.09\|16.42\|16.55\|15.75\|277832;2026-04-24\|15.67\|-1.88\|15.88\|16.16\|15.50\|199618;2026-04-27\|15.71\|0.26\|15.66\|15.86\|15.31\|218065;2026-04-28\|15.28\|-2.74\|15.59\|15.68\|15.16\|201904;2026-04-29\|15.19\|-0.59\|15.14\|15.44\|15.01\|147185;2026-04-30\|14.88\|-2.04\|15.22\|15.35\|14.68\|197419;2026-05-06\|15.74\|5.78\|15.15\|15.98\|15.15\|276926;2026-05-07\|17.31\|9.97\|15.83\|17.31\|15.66\|634891;2026-05-08\|17.58\|1.56\|17.00\|17.65\|16.81\|686714;2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason