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
123088	其它归类	利空落地+建筑节能+节能铝包木窗 1、据2026年7月9日公告，公司实控人边书平因涉及与深圳金鏊的战略合作协议及控制权让渡等事项未及时披露，引发仲裁，深圳金鏊申请双倍返还定金共6000万元；边书平已提起反仲裁申请，且被冻结股份已全部解除司法冻结，利空因素逐步释放。 2、据2026年4月17日年报，公司主营定制化节能铝包木窗，是国内较早引进德国木窗成套技术的企业，累计近20款产品通过德国PHI认证，可适用于零碳建筑，并服务中国近百项被动式超低能耗绿色建筑，属于建筑节能领域。 3、据2026年5月14日业绩说明会，公司正推进渠道向零售转型，重点深耕存量旧改及城市更新市场，并持续落实“三窗一门”产品策略，构建木窗、铝窗、新塑窗、入户门等产品矩阵。	公司主要产品包括节能铝包木窗、幕墙及阳光房	2026-04-30\|31.66\|-1.43\|32.66\|32.66\|31.16\|10524;2026-05-06\|32.18\|1.64\|32.12\|32.67\|31.43\|14964;2026-05-07\|31.95\|-0.71\|32.44\|32.55\|31.90\|10479;2026-05-08\|32.21\|0.81\|31.93\|32.23\|31.21\|13465;2026-05-11\|32.23\|0.06\|32.20\|32.58\|31.69\|16058;2026-05-12\|33.11\|2.73\|31.98\|33.46\|31.98\|24808;2026-05-13\|37.62\|13.62\|32.88\|38.04\|32.88\|48582;2026-05-14\|36.15\|-3.91\|37.53\|37.53\|35.59\|32536;2026-05-15\|33.76\|-6.61\|35.90\|35.90\|33.22\|29277;2026-05-18\|33.45\|-0.92\|33.75\|34.46\|32.95\|18872;2026-05-19\|33.15\|-0.90\|33.65\|33.74\|32.86\|11385;2026-05-20\|33.45\|0.91\|33.17\|33.61\|32.26\|8882;2026-05-21\|33.52\|0.21\|33.58\|36.37\|33.17\|20741;2026-05-22\|35.21\|5.04\|33.88\|37.15\|33.88\|34881;2026-05-25\|33.28\|-5.48\|35.22\|35.54\|32.66\|24525;2026-05-26\|32.03\|-3.76\|33.59\|33.64\|32.00\|13365;2026-05-27\|30.31\|-5.37\|32.00\|32.21\|30.10\|18373;2026-05-28\|31.23\|3.04\|30.35\|31.39\|30.01\|9566;2026-05-29\|30.72\|-1.63\|31.19\|33.17\|30.66\|17199;2026-06-01\|31.44\|2.34\|30.55\|32.00\|30.55\|12591;2026-06-02\|33.08\|5.22\|31.40\|33.19\|30.59\|14264;2026-06-03\|23.09\|-3.63\|23.68\|24.22\|22.55\|21286;2026-06-04\|22.57\|-2.25\|22.89\|23.57\|22.37\|16567;2026-06-05\|22.69\|0.53\|22.49\|22.89\|22.11\|13473;2026-06-08\|21.58\|-4.89\|22.08\|22.57\|21.31\|17691;2026-06-09\|22.21\|2.92\|21.80\|22.56\|21.36\|16818;2026-06-10\|24.60\|10.76\|21.91\|25.00\|21.91\|61678;2026-06-11\|24.83\|0.94\|24.99\|25.60\|23.05\|44204;2026-06-12\|26.81\|7.97\|25.05\|27.32\|25.05\|45022;2026-06-15\|27.70\|3.32\|26.63\|28.70\|26.47\|34075;2026-06-16\|27.06\|-2.31\|27.43\|28.58\|26.90\|39918;2026-06-17\|27.88\|3.03\|27.04\|28.30\|26.81\|28791;2026-06-18\|28.50\|2.22\|27.72\|29.00\|26.82\|31844;2026-06-22\|28.02\|-1.68\|28.09\|29.10\|27.75\|29054;2026-06-23\|27.90\|-0.43\|28.07\|28.99\|27.84\|24631;2026-06-24\|26.78\|-4.01\|27.80\|28.63\|26.72\|25930;2026-06-25\|26.59\|-0.71\|26.95\|27.10\|26.00\|25325;2026-06-26\|25.01\|-5.94\|26.41\|26.49\|25.01\|27299;2026-06-29\|24.56\|-1.80\|24.99\|25.53\|24.02\|23121;2026-06-30\|25.21\|2.65\|24.56\|25.65\|23.81\|15630;2026-07-01\|24.56\|-2.58\|25.23\|25.69\|24.14\|21948;2026-07-02\|25.32\|3.09\|24.31\|26.45\|24.11\|29918;2026-07-03\|27.22\|7.50\|25.32\|28.43\|25.32\|36546;2026-07-06\|27.30\|0.29\|27.03\|28.17\|26.57\|35429;2026-07-07\|27.21\|-0.33\|27.25\|28.16\|26.66\|21904;2026-07-08\|26.63\|-2.13\|27.75\|27.75\|26.61\|23434;2026-07-09\|28.02\|5.22\|26.63\|28.59\|25.51\|47982;2026-07-10\|25.80\|-7.92\|27.98\|28.11\|25.70\|39044;2026-07-13\|21.11\|-18.18\|25.65\|25.92\|20.74\|46460;2026-07-14\|20.55\|-2.65\|21.88\|21.88\|19.85\|54216;2026-07-15\|20.56\|0.05\|20.95\|20.98\|20.07\|31944;2026-07-16\|19.94\|-3.02\|20.50\|20.98\|19.71\|20565;2026-07-17\|18.80\|-5.72\|19.95\|20.13\|18.02\|24884;2026-07-20\|17.98\|-4.36\|18.85\|19.39\|17.01\|37567;2026-07-21\|17.00\|-5.45\|17.70\|17.75\|15.52\|44424;2026-07-22\|16.98\|-0.12\|16.85\|17.71\|16.61\|33899;2026-07-23\|17.43\|2.65\|17.15\|17.47\|16.86\|14784;2026-07-24\|16.99\|-2.52\|17.12\|17.51\|16.67\|13458;2026-07-27\|17.67\|4.00\|16.66\|18.38\|16.66\|22414;2026-07-28\|17.08\|-3.34\|17.55\|17.90\|16.91\|20763;2026-07-29\|17.14\|0.35\|17.09\|17.36\|16.56\|19804;2026-07-30\|16.87\|-1.58\|16.98\|17.58\|16.33\|20643;2026-07-31\|17.11\|1.42\|16.69\|17.29\|16.69\|23034;2026-08-03\|17.88\|4.50\|17.04\|17.93\|16.95\|18835;2026-08-04\|21.46\|20.02\|18.24\|21.46\|18.24\|66454;2026-08-05\|23.01\|7.22\|23.56\|23.68\|21.50\|85137;2026-08-06\|25.12\|9.17\|23.09\|25.30\|23.09\|59361;2026-08-07\|25.88\|3.03\|24.04\|26.10\|24.04\|53479;2026-08-10\|25.29\|-2.28\|25.84\|26.28\|24.67\|28072;2026-08-11\|25.97\|2.69\|25.01\|26.11\|24.40\|23466;2026-08-12\|26.01\|0.15\|26.49\|26.70\|25.80\|28704;2026-08-13\|25.56\|-1.73\|26.01\|26.30\|24.98\|24186;2026-08-14\|24.75\|-3.17\|25.65\|25.72\|24.48\|23160;2026-08-17\|25.54\|3.19\|24.78\|25.63\|24.62\|21804;2026-08-18\|27.45\|7.48\|25.55\|27.56\|25.40\|28583;2026-08-19\|27.47\|0.07\|26.89\|27.85\|26.56\|33807;2026-08-20\|28.88\|5.13\|27.90\|29.44\|27.62\|48403;2026-08-21\|30.40\|5.26\|28.59\|30.67\|27.60\|41483;2026-08-24\|30.40\|0.00\|30.66\|31.98\|29.70\|42239;2026-08-25\|31.91\|4.97\|30.88\|32.12\|29.91\|31415;2026-08-26\|30.40\|-4.73\|31.67\|31.99\|30.08\|24437;2026-08-27\|31.49\|3.59\|30.16\|31.69\|30.00\|26267;2026-08-28\|31.35\|-0.44\|31.49\|32.75\|31.19\|17307;2026-08-31\|33.47\|6.76\|31.11\|34.09\|30.64\|30857;2026-09-01\|33.03\|-1.31\|33.84\|33.84\|32.00\|22013;2026-09-02\|33.82\|2.39\|33.03\|34.26\|32.82\|22207;2026-09-03\|33.97\|0.44\|33.82\|34.71\|33.00\|21355;2026-09-04\|33.89\|-0.24\|34.09\|35.13\|33.03\|23401;2026-09-07\|35.17\|3.78\|33.75\|35.68\|33.75\|33036;2026-09-08\|34.35\|-2.33\|35.30\|35.35\|33.90\|22966
123087	其它归类	车载声学+AI声学+股份转让完成公司原因： 1、据2026年2月3日公告，控股股东无锡韦感向韦豪创芯协议转让1900万股占总股本5.24%已完成过户，权益变动落地。 2、据2025年4月3日年报及2025年9月12日互动易，公司主营微型电声元器件及模组，产品包括车载语音模组、MEMS麦克风、微型扬声器等，广泛应用于智能车载、智能家居、AI玩具等场景。 3、据2025年11月6日互动易，公司与三方机构合作研发Tof及高端模拟芯片，可应用于智能行驶、仓储定位，拓展汽车电子新业务。	公司控股股东一致行动人取得2亿元增持专项贷款承诺函	2026-04-30\|31.52\|2.67\|30.71\|32.19\|29.80\|650172;2026-05-06\|32.55\|3.27\|31.65\|33.27\|31.31\|497734;2026-05-07\|35.81\|10.02\|32.53\|35.81\|32.40\|261874;2026-05-08\|39.39\|10.00\|37.41\|39.39\|37.10\|438303;2026-05-11\|36.37\|-7.67\|41.00\|41.11\|35.45\|1027629;2026-05-12\|34.87\|-4.12\|37.85\|38.44\|34.59\|668862;2026-05-13\|36.68\|5.19\|34.51\|37.95\|33.42\|668714;2026-05-14\|36.94\|0.71\|36.50\|38.00\|35.93\|523489;2026-05-15\|37.41\|1.27\|36.52\|38.51\|36.20\|481144;2026-05-18\|35.17\|-5.99\|36.79\|37.56\|34.50\|544309;2026-05-19\|33.25\|-5.46\|35.00\|35.17\|32.85\|452756;2026-05-20\|33.02\|-0.69\|33.00\|33.90\|32.48\|244724;2026-05-21\|34.39\|4.15\|33.46\|36.32\|32.91\|411007;2026-05-22\|35.10\|2.06\|35.33\|35.64\|34.10\|446271;2026-05-25\|35.87\|2.19\|35.10\|36.49\|34.58\|365306;2026-05-26\|36.97\|3.07\|35.40\|38.30\|34.91\|526648;2026-05-27\|38.88\|5.17\|36.31\|39.50\|36.00\|547877;2026-05-28\|42.57\|9.49\|38.50\|42.77\|38.11\|661905;2026-05-29\|40.52\|-4.75\|42.98\|44.80\|39.81\|726931;2026-06-01\|37.82\|-6.66\|39.57\|42.00\|37.13\|554937;2026-06-02\|37.58\|-0.63\|37.96\|38.96\|35.10\|404204;2026-06-03\|38.27\|1.84\|37.15\|38.72\|36.86\|363125;2026-06-04\|37.09\|-3.08\|37.62\|38.18\|36.10\|297263;2026-06-05\|37.78\|1.86\|37.09\|40.38\|33.85\|511304;2026-06-08\|35.46\|-6.14\|36.91\|37.46\|34.99\|318139;2026-06-09\|36.30\|2.37\|35.79\|36.68\|34.00\|267851;2026-06-10\|33.89\|-6.64\|36.12\|36.20\|33.03\|264511;2026-06-11\|33.90\|0.03\|33.59\|34.60\|32.49\|189577;2026-06-12\|33.20\|-2.06\|34.60\|35.48\|33.16\|206915;2026-06-15\|35.88\|8.07\|33.79\|36.52\|33.00\|287480;2026-06-16\|37.18\|3.62\|36.30\|38.40\|35.80\|275399;2026-06-17\|38.74\|4.20\|37.20\|39.79\|36.50\|342297;2026-06-18\|42.61\|9.99\|40.40\|42.61\|39.20\|382824;2026-06-22\|46.87\|10.00\|46.86\|46.87\|45.93\|278983;2026-06-23\|46.79\|-0.17\|50.00\|51.56\|46.18\|936720;2026-06-24\|50.20\|7.29\|47.16\|50.40\|45.41\|436519;2026-06-25\|48.43\|-3.53\|50.20\|52.48\|47.90\|397394;2026-06-26\|51.13\|5.58\|49.11\|52.72\|47.90\|378929;2026-06-29\|46.02\|-9.99\|50.30\|50.63\|46.02\|321281;2026-06-30\|46.00\|-0.04\|45.11\|46.95\|41.42\|373870;2026-07-01\|44.81\|-2.59\|46.22\|47.47\|44.50\|258969;2026-07-02\|42.02\|-6.23\|44.11\|44.80\|41.85\|242437;2026-07-03\|40.69\|-3.17\|42.04\|42.50\|40.00\|238092;2026-07-06\|40.90\|0.52\|41.03\|42.86\|39.90\|226780;2026-07-07\|39.53\|-3.35\|40.92\|41.46\|38.00\|226302;2026-07-08\|37.34\|-5.54\|39.87\|40.80\|36.70\|178918;2026-07-09\|38.80\|3.91\|37.95\|39.10\|36.05\|243533;2026-07-10\|36.77\|-5.23\|38.81\|39.68\|36.71\|189359;2026-07-13\|33.28\|-9.49\|36.38\|38.49\|33.18\|226948;2026-07-14\|34.01\|2.19\|33.28\|34.55\|31.80\|318954;2026-07-15\|33.95\|-0.18\|35.86\|35.98\|33.71\|217710;2026-07-16\|31.74\|-6.51\|33.51\|34.48\|31.30\|213546;2026-07-17\|28.57\|-9.99\|31.80\|32.35\|28.57\|229693;2026-07-20\|25.71\|-10.01\|29.20\|29.23\|25.71\|273095;2026-07-21\|27.40\|6.57\|25.66\|27.42\|23.14\|434252;2026-07-22\|26.63\|-2.81\|27.40\|28.15\|26.20\|284515;2026-07-23\|25.89\|-2.78\|26.94\|27.50\|25.54\|189661;2026-07-24\|25.46\|-1.66\|25.50\|26.48\|25.10\|229094;2026-07-27\|26.32\|3.38\|25.60\|26.39\|24.50\|197408;2026-07-28\|24.48\|-6.99\|25.81\|26.54\|24.20\|186730;2026-07-29\|23.66\|-3.35\|24.48\|24.83\|22.50\|320056;2026-07-30\|21.29\|-10.02\|23.42\|24.10\|21.29\|257264;2026-07-31\|22.85\|7.33\|22.42\|23.42\|22.11\|406935;2026-08-03\|22.37\|-2.10\|22.77\|23.70\|21.80\|254333;2026-08-04\|24.61\|10.01\|22.85\|24.61\|22.82\|322972;2026-08-05\|27.07\|10.00\|25.49\|27.07\|25.00\|246630;2026-08-06\|27.84\|2.84\|27.60\|27.97\|26.95\|401355;2026-08-07\|29.38\|5.53\|28.11\|29.50\|27.56\|345890;2026-08-10\|31.27\|6.43\|29.59\|31.31\|28.36\|356859;2026-08-11\|31.13\|-0.45\|31.28\|32.21\|30.50\|367664;2026-08-12\|32.28\|3.69\|31.16\|32.88\|31.11\|276007;2026-08-13\|32.02\|-0.81\|32.86\|33.66\|32.01\|272219;2026-08-14\|33.99\|6.15\|32.09\|34.00\|31.68\|306520;2026-08-17\|35.08\|3.21\|34.52\|35.25\|33.86\|310611;2026-08-18\|38.02\|8.38\|36.00\|38.23\|35.21\|415451;2026-08-19\|34.39\|-9.55\|36.69\|37.95\|34.22\|469152;2026-08-20\|34.34\|-0.15\|35.05\|36.49\|33.93\|374142;2026-08-21\|37.77\|9.99\|33.82\|37.77\|33.82\|327399;2026-08-24\|35.38\|-6.33\|39.51\|39.87\|35.02\|518051;2026-08-25\|37.49\|5.96\|34.21\|38.23\|33.60\|423838;2026-08-26\|37.87\|1.01\|38.00\|38.37\|36.10\|319657;2026-08-27\|39.13\|3.33\|37.87\|39.43\|37.30\|316143;2026-08-28\|38.22\|-2.33\|39.01\|40.77\|38.16\|310136;2026-08-31\|39.17\|2.49\|37.57\|39.50\|36.98\|273339;2026-09-01\|38.21\|-2.45\|39.18\|39.50\|37.86\|188580;2026-09-02\|37.62\|-1.54\|37.75\|38.35\|36.90\|172198;2026-09-03\|38.65\|2.74\|37.89\|39.31\|37.53\|239322;2026-09-04\|37.71\|-2.43\|38.50\|39.99\|37.00\|277671;2026-09-07\|38.85\|3.02\|38.42\|39.22\|36.60\|304296;2026-09-08\|39.10\|0.64\|38.90\|40.08\|38.00\|265323
123086	其它归类	投资GPU公司+培育钻石+家居用品+出口 1、据2025年11月25日互动易，海飞科专注于GPU芯片研发及并行计算软件生态构建，公司对其投资属于战略性布局，对公司经营业绩不构成重大影响。据2026年5月26日异动公告，公司关注到部分媒体报道公司涉及芯片相关概念，经自查，截至公告披露日，公司持有海飞科珠海信息技术有限公司0.8928%股份，持股占比极小，该投资系财务性投资，公司未参与其日常经营管理，不构成控制或重大影响。 2、据2025年1月28日互动易，恒林子公司河南闪耀钻石有限公司经营范围包括珠宝首饰制造、非金属矿物制品制造、有色金属合金制造、金属工具制造等。公司研产销的产品包括培育钻石、大尺寸金刚石单晶片等，其营收占比很低，不构成业绩重大影响。 3、公司专注于办公、软体、板式家居、新材料地板等大家居领域，境外营收占比达92.74%。	跨界布局培育钻石的家居龙头，通过子公司河南闪耀钻石开展业务，产品涵盖培育钻石饰品、大尺寸金刚石单晶片及金刚石单晶刀具	2026-04-30\|30.53\|-4.89\|31.31\|31.43\|29.70\|38765;2026-05-06\|30.13\|-1.31\|30.43\|30.76\|29.96\|27275;2026-05-07\|29.76\|-1.23\|30.07\|30.11\|29.42\|19413;2026-05-08\|30.14\|1.28\|29.76\|30.24\|29.51\|13625;2026-05-11\|29.82\|-1.06\|30.14\|30.14\|29.68\|15411;2026-05-12\|29.29\|-1.78\|29.85\|29.88\|29.10\|9553;2026-05-13\|28.30\|-3.38\|29.28\|29.30\|28.02\|27770;2026-05-14\|27.89\|-1.45\|28.44\|28.51\|27.73\|10320;2026-05-15\|27.53\|-1.29\|27.81\|27.89\|27.41\|13641;2026-05-18\|27.24\|-1.05\|27.52\|27.52\|26.87\|10305;2026-05-19\|27.34\|0.37\|27.31\|27.45\|27.00\|7625;2026-05-20\|26.88\|-1.68\|27.30\|27.30\|26.71\|8417;2026-05-21\|29.57\|10.01\|27.04\|29.57\|26.91\|39689;2026-05-22\|32.53\|10.01\|32.53\|32.53\|32.53\|17971;2026-05-25\|35.78\|9.99\|35.78\|35.78\|35.78\|13699;2026-05-26\|37.47\|4.72\|39.36\|39.36\|37.14\|146881;2026-05-27\|33.72\|-10.01\|34.70\|35.88\|33.72\|47763;2026-05-28\|32.95\|-2.28\|30.77\|34.43\|30.35\|114368;2026-05-29\|31.24\|-5.19\|33.55\|34.58\|30.95\|90008;2026-06-01\|31.39\|0.48\|30.68\|31.81\|29.71\|67567;2026-06-02\|33.70\|7.36\|31.17\|34.53\|31.09\|79019;2026-06-03\|34.09\|1.16\|34.04\|36.06\|32.96\|69789;2026-06-04\|36.41\|6.81\|33.67\|37.50\|33.67\|105977;2026-06-05\|34.68\|-4.75\|35.72\|36.44\|34.30\|76440;2026-06-08\|32.99\|-4.87\|33.21\|34.40\|32.38\|47530;2026-06-09\|33.41\|1.27\|33.00\|33.68\|31.81\|46753;2026-06-10\|36.75\|10.00\|33.31\|36.75\|33.10\|64666;2026-06-11\|36.17\|-1.58\|36.06\|37.40\|35.46\|78462;2026-06-12\|35.44\|-2.02\|36.52\|37.00\|35.24\|47357;2026-06-15\|34.58\|-2.43\|35.86\|35.90\|34.06\|50151;2026-06-16\|33.68\|-2.60\|34.36\|34.77\|33.45\|71740;2026-06-17\|33.64\|-0.12\|33.00\|34.18\|32.40\|65531;2026-06-18\|32.48\|-3.45\|33.43\|34.17\|32.46\|52795;2026-06-22\|35.73\|10.01\|32.70\|35.73\|32.68\|77183;2026-06-23\|35.55\|-0.50\|36.02\|36.79\|34.93\|87043;2026-06-24\|33.91\|-4.61\|35.10\|35.30\|33.19\|65375;2026-06-25\|37.30\|10.00\|35.00\|37.30\|35.00\|43700;2026-06-26\|40.06\|7.40\|38.39\|41.03\|37.28\|142498;2026-06-29\|39.30\|-1.90\|38.50\|40.18\|37.98\|82175;2026-06-30\|40.00\|1.78\|38.61\|40.93\|38.16\|78255;2026-07-01\|41.40\|3.50\|40.00\|43.20\|39.50\|80511;2026-07-02\|39.68\|-4.15\|40.00\|41.85\|39.60\|60947;2026-07-03\|39.80\|0.30\|39.80\|39.88\|37.68\|80925;2026-07-06\|36.88\|-7.34\|40.36\|40.82\|36.81\|58005;2026-07-07\|38.79\|5.18\|36.98\|39.95\|36.08\|52643;2026-07-08\|42.67\|10.00\|38.77\|42.67\|38.38\|124047;2026-07-09\|40.30\|-5.55\|41.25\|41.97\|39.18\|103475;2026-07-10\|38.10\|-5.46\|40.16\|40.16\|37.77\|64033;2026-07-13\|34.52\|-9.40\|37.34\|37.75\|34.29\|65549;2026-07-14\|34.61\|0.26\|33.97\|35.24\|33.76\|41615;2026-07-15\|32.45\|-6.24\|34.69\|34.69\|32.21\|37896;2026-07-16\|31.74\|-2.19\|32.23\|32.62\|31.58\|26825;2026-07-17\|28.76\|-9.39\|31.62\|31.78\|28.57\|38581;2026-07-20\|27.35\|-4.90\|28.79\|29.65\|26.93\|34811;2026-07-21\|28.28\|3.40\|27.80\|28.32\|26.00\|43099;2026-07-22\|28.00\|-0.99\|27.80\|28.68\|27.78\|26322;2026-07-23\|28.30\|1.07\|28.05\|28.67\|27.80\|23110;2026-07-24\|27.33\|-3.43\|28.26\|28.26\|27.22\|15692;2026-07-27\|27.90\|2.09\|27.19\|27.92\|27.01\|14447;2026-07-28\|27.83\|-0.25\|27.50\|28.10\|27.36\|16233;2026-07-29\|28.60\|2.77\|28.10\|28.85\|27.72\|24725;2026-07-30\|27.20\|-4.90\|28.42\|28.90\|27.11\|24372;2026-07-31\|28.00\|2.94\|27.65\|28.29\|27.60\|22466;2026-08-03\|28.63\|2.25\|28.00\|28.65\|28.00\|14349;2026-08-04\|31.49\|9.99\|28.82\|31.49\|28.79\|30208;2026-08-05\|31.89\|1.27\|31.41\|32.40\|31.20\|40444;2026-08-06\|31.55\|-1.07\|31.73\|32.00\|31.02\|21959;2026-08-07\|32.02\|1.49\|31.50\|32.29\|31.06\|21501;2026-08-10\|32.15\|0.41\|32.20\|32.32\|31.73\|19009;2026-08-11\|31.83\|-1.00\|32.00\|32.15\|31.53\|14294;2026-08-12\|32.34\|1.60\|31.82\|32.74\|31.60\|19463;2026-08-13\|31.90\|-1.36\|32.34\|32.51\|31.82\|18077;2026-08-14\|31.88\|-0.06\|32.00\|32.22\|31.50\|11089;2026-08-17\|33.06\|3.70\|31.88\|33.13\|31.58\|40491;2026-08-18\|34.47\|4.26\|32.85\|35.79\|32.85\|46161;2026-08-19\|32.86\|-4.67\|34.18\|34.31\|32.60\|27599;2026-08-20\|32.47\|-1.19\|33.02\|33.45\|32.47\|17704;2026-08-21\|33.00\|1.63\|32.32\|33.30\|31.82\|15505;2026-08-24\|32.81\|-0.58\|32.90\|34.20\|32.00\|17718;2026-08-25\|32.74\|-0.21\|32.65\|32.97\|32.30\|13351;2026-08-26\|31.87\|-2.66\|32.70\|32.83\|31.83\|17136;2026-08-27\|31.50\|-1.16\|31.53\|31.94\|30.04\|34875;2026-08-28\|30.87\|-2.00\|31.40\|31.70\|30.73\|18331;2026-08-31\|31.73\|2.79\|30.77\|32.65\|30.70\|26984;2026-09-01\|31.01\|-2.27\|31.40\|31.70\|31.00\|13979;2026-09-02\|30.21\|-2.58\|30.78\|30.81\|30.09\|11681;2026-09-03\|31.48\|4.20\|30.21\|32.32\|30.08\|28653;2026-09-04\|30.78\|-2.22\|31.37\|32.88\|30.60\|26457;2026-09-07\|31.36\|1.88\|30.65\|31.46\|30.53\|18693;2026-09-08\|32.50\|3.64\|31.33\|33.80\|31.12\|39749
123085	其它归类	控制权变更+氢能中心+天然气行业原因： 1、3月12日，布伦特原油再度突破100美元/桶，日内涨超9%。 2、据券商中国，伊朗局势最新消息方面，当地时间12日凌晨，两艘外国油轮在伊拉克领海内遭袭。随后，有消息称，伊拉克石油港口全面停止运营。上述消息再度刺激油价上涨。公司原因： 1、据2026年2月26日公告，控股股东顶信瑞通向东阳诺信芯材协议转让29.64%股份已完成过户，公司控股股东变更为诺信芯材，实际控制人变更为孙维佳。 2、据2025年9月12日机构调研，扬州仪征化学工业园区氢能中心制氢母站由公司子公司联合中石化江苏石油分公司投建运营，项目按计划推进，未来将开展制氢、售氢业务。 3、据2024年年报及2025年半年报，公司主营城市燃气，在四川、江西、辽宁、湖北等地拥有特许经营权，服务用户54.8万户，2024年燃气供应收入16.55亿元，占总收入95.28%。	公司主营城市管道燃气和零售商业，知名游资刘鑫举牌，持股比例增至5.01%	2026-04-30\|25.30\|-5.28\|26.13\|26.60\|24.04\|667102;2026-05-06\|27.00\|6.72\|25.11\|27.32\|24.81\|574762;2026-05-07\|25.74\|-4.67\|27.11\|27.99\|24.38\|707257;2026-05-08\|26.29\|2.14\|25.68\|26.56\|24.40\|486893;2026-05-11\|24.42\|-7.11\|26.39\|26.66\|24.18\|434574;2026-05-12\|22.60\|-7.45\|24.01\|24.20\|21.99\|491276;2026-05-13\|23.66\|4.69\|22.60\|24.30\|22.23\|334660;2026-05-14\|23.40\|-1.10\|23.66\|24.28\|23.40\|229315;2026-05-15\|23.54\|0.60\|23.59\|24.29\|22.88\|282617;2026-05-18\|23.77\|0.98\|22.97\|24.00\|22.40\|229094;2026-05-19\|24.35\|2.44\|23.97\|24.89\|23.69\|302986;2026-05-20\|24.54\|0.78\|24.03\|25.65\|24.03\|314763;2026-05-21\|23.45\|-4.44\|24.49\|25.20\|23.32\|321206;2026-05-22\|23.21\|-1.02\|23.28\|23.65\|22.88\|209651;2026-05-25\|22.30\|-3.92\|23.16\|23.24\|22.01\|213898;2026-05-26\|20.70\|-7.17\|22.20\|22.20\|20.22\|263662;2026-05-27\|21.78\|5.22\|20.50\|22.77\|20.22\|331639;2026-05-28\|21.13\|-2.98\|21.71\|21.85\|20.67\|184719;2026-05-29\|20.59\|-2.56\|21.00\|21.44\|20.45\|132511;2026-06-01\|21.25\|3.21\|20.65\|21.78\|20.48\|164355;2026-06-02\|20.76\|-2.31\|21.26\|21.49\|20.50\|130542;2026-06-03\|20.71\|-0.24\|20.76\|20.95\|20.29\|110689;2026-06-04\|20.39\|-1.55\|20.41\|20.70\|20.04\|96219;2026-06-05\|20.23\|-0.78\|20.39\|21.05\|19.90\|106389;2026-06-08\|19.99\|-1.19\|19.80\|20.64\|19.54\|93550;2026-06-09\|21.50\|7.55\|20.25\|21.74\|19.91\|204839;2026-06-10\|21.87\|1.72\|21.79\|22.09\|20.76\|243783;2026-06-11\|20.63\|-5.67\|21.87\|22.38\|20.42\|233442;2026-06-12\|20.61\|-0.10\|20.42\|21.50\|20.16\|165700;2026-06-15\|22.67\|10.00\|20.43\|22.67\|20.03\|277889;2026-06-16\|23.76\|4.81\|23.00\|24.11\|22.53\|294827;2026-06-17\|25.15\|5.85\|23.76\|25.36\|23.40\|328108;2026-06-18\|25.20\|0.20\|24.92\|26.30\|24.70\|232337;2026-06-22\|26.35\|4.56\|25.28\|26.60\|24.41\|282510;2026-06-23\|24.50\|-7.02\|25.98\|26.50\|24.50\|201603;2026-06-24\|24.06\|-1.80\|24.68\|25.72\|23.75\|217764;2026-06-25\|23.30\|-3.16\|24.00\|24.28\|22.33\|238585;2026-06-26\|21.85\|-6.22\|23.16\|23.16\|21.64\|208500;2026-06-29\|19.90\|-8.92\|21.75\|21.80\|19.67\|331654;2026-06-30\|21.38\|7.44\|19.95\|21.85\|19.70\|234644;2026-07-01\|22.67\|6.03\|21.38\|23.26\|21.02\|206810;2026-07-02\|22.80\|0.57\|22.21\|24.08\|22.21\|202438;2026-07-03\|22.42\|-1.67\|22.87\|23.66\|21.10\|304984;2026-07-06\|24.66\|9.99\|22.87\|24.66\|21.61\|174336;2026-07-07\|26.25\|6.45\|25.40\|26.78\|23.05\|508759;2026-07-08\|23.63\|-9.98\|24.94\|25.25\|23.63\|354870;2026-07-09\|22.23\|-5.92\|22.73\|23.98\|21.90\|310554;2026-07-10\|22.26\|0.14\|21.60\|23.62\|21.22\|288621;2026-07-13\|20.03\|-10.02\|22.00\|22.72\|20.03\|232544;2026-07-14\|19.60\|-2.15\|19.63\|20.13\|18.06\|275600;2026-07-15\|21.56\|10.00\|20.08\|21.56\|19.88\|109106;2026-07-16\|22.05\|2.27\|22.44\|22.85\|21.30\|332120;2026-07-17\|19.85\|-9.98\|21.55\|22.50\|19.85\|236680;2026-07-20\|20.69\|4.23\|21.50\|21.84\|19.67\|242844;2026-07-21\|20.10\|-2.85\|20.33\|20.47\|18.62\|263685;2026-07-22\|19.54\|-2.79\|19.36\|20.45\|19.20\|171661;2026-07-23\|19.55\|0.05\|19.24\|20.63\|19.20\|163303;2026-07-24\|17.60\|-9.97\|19.26\|19.50\|17.60\|219760;2026-07-27\|17.27\|-1.88\|16.71\|17.59\|15.92\|212950;2026-07-28\|17.17\|-0.58\|16.90\|17.87\|16.40\|178496;2026-07-29\|16.67\|-2.91\|17.16\|17.43\|16.02\|169458;2026-07-30\|15.38\|-7.74\|16.58\|17.50\|15.33\|209799;2026-07-31\|16.92\|10.01\|16.92\|16.92\|16.92\|64925;2026-08-03\|18.61\|9.99\|18.61\|18.61\|18.61\|41596;2026-08-04\|20.47\|9.99\|20.47\|20.47\|20.47\|13690;2026-08-05\|22.52\|10.01\|22.52\|22.52\|21.51\|245981;2026-08-06\|22.72\|0.89\|22.52\|22.99\|21.63\|425278;2026-08-07\|23.88\|5.11\|22.44\|23.99\|22.25\|368825;2026-08-10\|24.75\|3.64\|23.88\|24.86\|23.32\|288622;2026-08-11\|22.97\|-7.19\|24.83\|25.57\|22.75\|503357;2026-08-12\|25.27\|10.01\|23.97\|25.27\|23.29\|180059;2026-08-13\|27.80\|10.01\|26.47\|27.80\|25.24\|367426;2026-08-14\|25.02\|-10.00\|26.59\|26.97\|25.02\|372794;2026-08-17\|26.06\|4.16\|25.01\|26.12\|23.68\|402408;2026-08-18\|26.95\|3.42\|26.52\|27.04\|25.81\|307808;2026-08-19\|24.81\|-7.94\|26.12\|27.20\|24.53\|301763;2026-08-20\|24.56\|-1.01\|25.25\|25.98\|24.30\|246766;2026-08-21\|24.15\|-1.67\|24.63\|24.74\|23.90\|192342;2026-08-24\|22.56\|-6.58\|23.85\|23.99\|21.97\|217786;2026-08-25\|23.10\|2.39\|22.40\|23.35\|21.78\|177612;2026-08-26\|22.57\|-2.29\|23.29\|23.30\|22.49\|144012;2026-08-27\|22.89\|1.42\|22.83\|23.79\|22.57\|169004;2026-08-28\|22.63\|-1.14\|22.67\|23.70\|22.60\|171002;2026-08-31\|22.61\|-0.09\|21.81\|22.78\|21.51\|118880;2026-09-01\|22.43\|-0.80\|22.72\|22.73\|22.11\|111778;2026-09-02\|21.53\|-4.01\|22.40\|22.63\|21.43\|150646;2026-09-03\|22.20\|3.11\|21.38\|22.73\|21.17\|172047;2026-09-04\|21.97\|-1.04\|22.25\|23.19\|21.84\|151726;2026-09-07\|21.92\|-0.23\|21.98\|22.49\|21.62\|106564;2026-09-08\|21.67\|-1.14\|21.72\|22.00\|21.36\|110490
123084		储能+再生铜+冶金工程行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年4月29日年报，控股子公司联合立本成功切入储能电站开发建设赛道，实现向新型电力系统建设的转型升级。 2、据2026年4月29日年报，公司业务覆盖再生铜制造领域，旗下通山神雾正推进再生铜资源回收利用项目。 3、据2026年4月29日年报，公司旗下江苏院具备冶金行业甲级设计资质，主营冶金工程、节能环保等业务。	公司撤销退市风险警示	2026-04-30\|3.75\|-3.10\|4.06\|4.06\|3.68\|300075;2026-05-06\|3.74\|-0.27\|3.75\|3.89\|3.65\|190429;2026-05-07\|3.80\|1.60\|3.71\|3.83\|3.70\|119525;2026-05-08\|3.82\|0.53\|3.82\|3.96\|3.81\|150706;2026-05-11\|3.84\|0.52\|3.82\|3.87\|3.73\|141216;2026-05-12\|3.87\|0.78\|3.88\|3.92\|3.82\|100312;2026-05-13\|3.88\|0.26\|3.88\|3.97\|3.86\|137789;2026-05-14\|3.80\|-2.06\|3.89\|3.93\|3.78\|83052;2026-05-15\|3.75\|-1.32\|3.80\|3.84\|3.74\|80607;2026-05-18\|3.74\|-0.27\|3.81\|3.81\|3.70\|66313;2026-05-19\|3.73\|-0.27\|3.72\|3.76\|3.71\|54645;2026-05-20\|3.72\|-0.27\|3.74\|3.76\|3.68\|42326;2026-05-21\|3.70\|-0.54\|3.72\|3.75\|3.65\|55226;2026-05-22\|3.82\|3.24\|3.72\|3.82\|3.68\|62943;2026-05-25\|3.80\|-0.52\|3.84\|3.88\|3.77\|83680;2026-05-26\|3.78\|-0.53\|3.80\|3.83\|3.72\|58761;2026-05-27\|3.72\|-1.59\|3.79\|3.82\|3.71\|39528;2026-05-28\|3.74\|0.54\|3.72\|3.75\|3.69\|40884;2026-05-29\|3.71\|-0.80\|3.73\|3.78\|3.69\|36094;2026-06-01\|3.72\|0.27\|3.65\|3.74\|3.61\|37233;2026-06-02\|3.71\|-0.27\|3.75\|3.76\|3.68\|35483;2026-06-03\|3.52\|-5.12\|3.52\|3.52\|3.52\|9151;2026-06-04\|3.34\|-5.11\|3.34\|3.34\|3.34\|9743;2026-06-05\|3.44\|2.99\|3.17\|3.47\|3.17\|341251;2026-06-08\|3.27\|-4.94\|3.27\|3.38\|3.27\|156022;2026-06-09\|3.21\|-1.83\|3.29\|3.34\|3.16\|63216;2026-06-10\|3.05\|-4.98\|3.20\|3.27\|3.05\|87701;2026-06-11\|3.02\|-0.98\|3.05\|3.09\|2.97\|72037;2026-06-12\|3.17\|4.97\|3.09\|3.17\|3.07\|52055;2026-06-15\|3.07\|-3.15\|3.23\|3.23\|3.07\|85688;2026-06-16\|3.08\|0.33\|3.12\|3.12\|3.02\|48593;2026-06-17\|3.05\|-0.97\|3.09\|3.10\|3.05\|32603;2026-06-18\|3.01\|-1.31\|3.07\|3.07\|2.99\|42904;2026-06-22\|2.99\|-0.66\|3.06\|3.11\|2.96\|44615;2026-06-23\|2.94\|-1.67\|3.00\|3.05\|2.88\|43442;2026-06-24\|2.87\|-2.38\|2.93\|2.93\|2.83\|51658;2026-06-25\|2.74\|-4.53\|2.92\|2.92\|2.73\|69532;2026-06-26\|2.71\|-1.09\|2.70\|2.74\|2.63\|60549;2026-06-29\|2.59\|-4.43\|2.72\|2.77\|2.58\|47784;2026-06-30\|2.72\|5.02\|2.72\|2.72\|2.63\|78579;2026-07-01\|2.86\|5.15\|2.85\|2.86\|2.85\|20030;2026-07-02\|3.00\|4.90\|2.93\|3.00\|2.90\|71422;2026-07-03\|3.12\|4.00\|3.12\|3.14\|2.95\|88935;2026-07-06\|2.96\|-5.13\|3.16\|3.20\|2.95\|63966;2026-07-07\|2.87\|-3.04\|2.96\|2.98\|2.84\|49433;2026-07-08\|2.89\|0.70\|2.85\|2.97\|2.82\|43497;2026-07-09\|2.86\|-1.04\|2.89\|2.90\|2.84\|25982;2026-07-10\|2.89\|1.05\|2.86\|2.92\|2.78\|42983;2026-07-13\|2.99\|3.46\|2.88\|3.02\|2.83\|49916;2026-07-14\|2.89\|-3.34\|3.00\|3.02\|2.86\|37633;2026-07-15\|2.83\|-2.08\|2.84\|2.89\|2.82\|22943;2026-07-16\|2.80\|-1.06\|2.84\|2.94\|2.79\|31191;2026-07-17\|2.76\|-1.43\|2.83\|2.84\|2.73\|32730;2026-07-20\|2.67\|-3.26\|2.79\|2.79\|2.63\|33894;2026-07-21\|2.70\|1.12\|2.67\|2.72\|2.59\|23438;2026-07-22\|2.70\|0.00\|2.72\|2.73\|2.61\|9561;2026-07-23\|2.94\|8.89\|2.70\|2.96\|2.70\|50400;2026-07-24\|2.87\|-2.38\|3.10\|3.10\|2.83\|51472;2026-07-27\|2.93\|2.09\|2.93\|2.94\|2.87\|20765;2026-07-28\|2.91\|-0.68\|2.92\|3.00\|2.90\|11532;2026-07-30\|3.20\|9.97\|3.20\|3.20\|3.20\|6728;2026-07-31\|3.52\|10.00\|3.52\|3.52\|3.52\|78372;2026-08-03\|3.87\|9.94\|3.87\|3.87\|3.62\|674578;2026-08-04\|4.26\|10.08\|3.80\|4.26\|3.58\|959346;2026-08-05\|4.12\|-3.29\|4.13\|4.50\|3.95\|938621;2026-08-06\|3.76\|-8.74\|3.93\|4.02\|3.72\|769875;2026-08-07\|3.76\|0.00\|3.71\|3.87\|3.65\|526027;2026-08-10\|3.86\|2.66\|3.68\|3.87\|3.60\|529818;2026-08-11\|4.13\|6.99\|3.77\|4.25\|3.70\|872676;2026-08-12\|4.01\|-2.91\|3.95\|4.05\|3.85\|564674;2026-08-13\|3.74\|-6.73\|3.96\|4.00\|3.74\|472682;2026-08-14\|3.48\|-6.95\|3.72\|3.79\|3.41\|460156;2026-08-17\|3.48\|0.00\|3.45\|3.56\|3.37\|321931;2026-08-18\|3.37\|-3.16\|3.45\|3.47\|3.36\|250475;2026-08-19\|3.30\|-2.08\|3.35\|3.41\|3.28\|227005;2026-08-20\|3.40\|3.03\|3.36\|3.42\|3.30\|175018;2026-08-21\|3.51\|3.24\|3.39\|3.52\|3.33\|232795;2026-08-24\|3.45\|-1.71\|3.50\|3.54\|3.37\|196107;2026-08-25\|3.59\|4.06\|3.44\|3.72\|3.42\|265314;2026-08-26\|3.69\|2.79\|3.59\|3.73\|3.55\|282459;2026-08-27\|3.62\|-1.90\|3.65\|3.69\|3.60\|189381;2026-08-28\|3.63\|0.28\|3.63\|3.66\|3.60\|149413;2026-08-31\|3.64\|0.28\|3.60\|3.68\|3.57\|158498;2026-09-01\|3.69\|1.37\|3.64\|3.73\|3.64\|142523;2026-09-02\|3.70\|0.27\|3.70\|3.75\|3.65\|180712;2026-09-03\|3.61\|-2.43\|3.71\|3.74\|3.60\|135136;2026-09-04\|3.65\|1.11\|3.65\|3.72\|3.60\|147360;2026-09-07\|3.61\|-1.10\|3.69\|3.71\|3.61\|114625;2026-09-08\|3.66\|1.39\|3.60\|3.68\|3.60\|110406
123083	第二十三届ChinaJoy举行	短剧+游戏+摘帽+唐山国资行业原因： 1、据中金公司8月1日研报，游戏行业景气度持续向好，而当前游戏板块动态市盈率处于近十年历史低位，估值修复空间充分。 2、中国银河指出，随着基础大模型正日益走向商品化，价值分配重心从基础设施层转向应用层，开源生态将持续推动AI应用生态发展。公司原因： 1、据2026年7月15日业绩说明会，公司持续加强与短视频平台在短剧业务的年度框架合作。 2、据2025年年报，公司网络游戏业务核心管理团队均拥有多年游戏行业从业经验，核心成员来自网易、腾讯等行业知名企业。 3、据2026年6月30日公告，公司股票于2026年7月1日撤销退市风险警示，简称由“*ST大晟”变更为“大晟文化”。 4、公司最终控制人为唐山市人民政府国有资产监督管理委员会。	游戏影视双驱动；公司游戏业务主要由全资子公司淘乐网络开发运营，专注于回合制端游与手游，代表作为《桃花源记》	2026-04-30\|3.65\|-4.45\|3.80\|3.85\|3.63\|153510;2026-05-06\|3.83\|4.93\|3.66\|3.83\|3.66\|100024;2026-05-07\|3.79\|-1.04\|3.90\|3.97\|3.77\|164589;2026-05-08\|3.98\|5.01\|3.82\|3.98\|3.78\|134611;2026-05-11\|4.01\|0.75\|4.02\|4.11\|3.98\|115376;2026-05-12\|3.98\|-0.75\|3.98\|4.11\|3.98\|101519;2026-05-13\|4.02\|1.00\|3.98\|4.11\|3.95\|97663;2026-05-14\|3.97\|-1.24\|4.01\|4.06\|3.94\|88942;2026-05-15\|4.03\|1.51\|4.00\|4.14\|3.98\|72722;2026-05-18\|3.99\|-0.99\|4.02\|4.05\|3.92\|67414;2026-05-19\|3.97\|-0.50\|3.99\|4.02\|3.89\|58214;2026-05-20\|4.00\|0.76\|3.98\|4.02\|3.87\|72394;2026-05-21\|3.85\|-3.75\|4.04\|4.04\|3.85\|66725;2026-05-22\|4.04\|4.94\|3.90\|4.04\|3.80\|122656;2026-05-25\|4.13\|2.23\|4.08\|4.21\|4.03\|109442;2026-05-26\|4.05\|-1.94\|4.06\|4.13\|4.00\|107517;2026-05-27\|4.03\|-0.49\|4.04\|4.07\|3.96\|72590;2026-05-28\|4.09\|1.49\|4.02\|4.10\|3.98\|70986;2026-05-29\|3.97\|-2.93\|4.09\|4.12\|3.95\|70766;2026-06-01\|3.99\|0.50\|3.96\|4.02\|3.91\|48811;2026-06-02\|3.97\|-0.50\|3.98\|4.02\|3.92\|41856;2026-06-03\|3.79\|-4.53\|3.91\|3.95\|3.79\|120288;2026-06-04\|3.68\|-2.90\|3.80\|3.80\|3.64\|73716;2026-06-05\|3.67\|-0.27\|3.70\|3.73\|3.64\|49158;2026-06-08\|3.61\|-1.63\|3.61\|3.67\|3.53\|73136;2026-06-09\|3.64\|0.83\|3.58\|3.66\|3.56\|42296;2026-06-10\|3.58\|-1.65\|3.61\|3.65\|3.47\|89689;2026-06-11\|3.50\|-2.23\|3.54\|3.55\|3.44\|70132;2026-06-12\|3.58\|2.29\|3.52\|3.59\|3.50\|46160;2026-06-15\|3.53\|-1.40\|3.59\|3.65\|3.50\|64445;2026-06-16\|3.65\|3.40\|3.53\|3.68\|3.50\|96185;2026-06-17\|3.60\|-1.37\|3.64\|3.67\|3.59\|43773;2026-06-18\|3.65\|1.39\|3.60\|3.71\|3.58\|74120;2026-06-22\|3.51\|-3.84\|3.62\|3.62\|3.47\|96936;2026-06-23\|3.69\|5.13\|3.50\|3.69\|3.48\|99787;2026-06-24\|3.57\|-3.25\|3.68\|3.68\|3.51\|82772;2026-06-25\|3.45\|-3.36\|3.56\|3.56\|3.39\|67343;2026-06-26\|3.49\|1.16\|3.44\|3.52\|3.28\|79222;2026-06-29\|3.58\|2.58\|3.47\|3.59\|3.35\|65810;2026-07-01\|3.61\|0.84\|3.70\|3.79\|3.57\|301915;2026-07-02\|3.72\|3.05\|3.64\|3.78\|3.55\|278834;2026-07-03\|3.54\|-4.84\|3.66\|3.70\|3.43\|219225;2026-07-06\|3.53\|-0.28\|3.56\|3.85\|3.50\|168025;2026-07-07\|3.38\|-4.25\|3.50\|3.59\|3.36\|150682;2026-07-08\|3.25\|-3.85\|3.38\|3.38\|3.20\|108148;2026-07-09\|3.45\|6.15\|3.26\|3.58\|3.20\|278055;2026-07-10\|3.37\|-2.32\|3.50\|3.50\|3.29\|204973;2026-07-13\|3.22\|-4.45\|3.35\|3.42\|3.20\|122100;2026-07-14\|3.25\|0.93\|3.20\|3.27\|3.11\|100043;2026-07-15\|3.33\|2.46\|3.24\|3.39\|3.17\|134116;2026-07-16\|3.44\|3.30\|3.33\|3.56\|3.27\|142593;2026-07-17\|3.26\|-5.23\|3.42\|3.51\|3.21\|122849;2026-07-20\|3.15\|-3.37\|3.24\|3.32\|3.08\|120006;2026-07-21\|3.08\|-2.22\|3.15\|3.17\|2.97\|106293;2026-07-22\|3.01\|-2.27\|3.03\|3.13\|2.98\|73767;2026-07-23\|3.11\|3.32\|3.01\|3.11\|2.99\|70245;2026-07-24\|3.02\|-2.89\|3.09\|3.09\|3.00\|48567;2026-07-27\|3.15\|4.30\|3.06\|3.18\|3.01\|96141;2026-07-28\|3.24\|2.86\|3.15\|3.34\|3.14\|88780;2026-07-29\|3.29\|1.54\|3.26\|3.32\|3.22\|70792;2026-07-30\|3.20\|-2.74\|3.29\|3.54\|3.20\|127989;2026-07-31\|3.39\|5.94\|3.17\|3.45\|3.17\|162591;2026-08-03\|3.44\|1.47\|3.37\|3.47\|3.37\|126021;2026-08-04\|3.78\|9.88\|3.47\|3.78\|3.45\|210283;2026-08-05\|4.16\|10.05\|4.03\|4.16\|3.98\|303031;2026-08-06\|4.58\|10.10\|4.58\|4.58\|4.21\|1453596;2026-08-07\|4.12\|-10.04\|4.33\|4.42\|4.12\|329615;2026-08-10\|3.82\|-7.28\|3.98\|4.11\|3.72\|1239349;2026-08-11\|3.92\|2.62\|3.73\|4.07\|3.67\|1010271;2026-08-12\|4.05\|3.32\|3.91\|4.21\|3.88\|807744;2026-08-13\|3.86\|-4.69\|4.04\|4.21\|3.85\|693055;2026-08-14\|3.77\|-2.33\|3.82\|3.86\|3.66\|451021;2026-08-17\|3.93\|4.24\|3.83\|4.09\|3.73\|507659;2026-08-18\|3.82\|-2.80\|3.90\|4.01\|3.77\|323691;2026-08-19\|3.69\|-3.40\|3.88\|3.88\|3.67\|289268;2026-08-20\|3.75\|1.63\|3.68\|3.79\|3.64\|228151;2026-08-21\|3.83\|2.13\|3.72\|3.86\|3.68\|222767;2026-08-24\|3.78\|-1.31\|3.81\|3.98\|3.71\|237977;2026-08-25\|3.90\|3.17\|3.78\|3.93\|3.72\|234947;2026-08-26\|4.05\|3.85\|3.90\|4.13\|3.89\|440935;2026-08-27\|3.99\|-1.48\|4.01\|4.14\|3.97\|294810;2026-08-28\|4.02\|0.75\|3.98\|4.04\|3.93\|255454;2026-08-31\|4.42\|9.95\|4.03\|4.42\|3.99\|587908;2026-09-01\|4.86\|9.95\|4.86\|4.86\|4.86\|80485;2026-09-02\|5.35\|10.08\|5.35\|5.35\|5.35\|112158;2026-09-03\|5.45\|1.87\|5.35\|5.89\|5.33\|2354391;2026-09-04\|4.91\|-9.91\|4.91\|5.31\|4.91\|1664864;2026-09-07\|4.83\|-1.63\|4.73\|5.07\|4.71\|1355330;2026-09-08\|4.91\|1.66\|4.83\|5.05\|4.60\|1202696
123082	第二十三届ChinaJoy举行	游戏IP+半年报扭亏+AI应用行业原因： 1、据上海证券报7月30日报道，第二十三届ChinaJoy展会将于7月31日开幕，本届以“与AI同游”为主题，有望为“AI+游戏”应用场景带来新催化。 2、据证券日报7月29日报道，国家新闻出版署下发7月版号共197款游戏过审，数量创阶段新高，供给端持续宽松强化行业增长预期。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年净利润420万元至580万元，同比扭亏为盈，主要系游戏业务收入稳步增长及成本管控优化。 2、据2026年5月8日投资者关系活动记录表，公司2026年将陆续上线《遮天世界》《航海王：集结》等多款手游，其中《遮天世界》由腾讯游戏发行。 3、据2025年年度报告，公司深度运用AI技术重构游戏研发全流程，辅助代码逻辑优化、NPC对话生成及美术资源制作，提升研发效率。	公司在国漫、小说等拥有多款人气IP的游戏改编权	2026-04-30\|3.56\|-0.28\|3.56\|3.62\|3.54\|302625;2026-05-06\|3.56\|0.00\|3.55\|3.62\|3.55\|291884;2026-05-07\|3.59\|0.84\|3.57\|3.64\|3.52\|252650;2026-05-08\|3.65\|1.67\|3.60\|3.74\|3.60\|307777;2026-05-11\|3.59\|-1.64\|3.65\|3.69\|3.56\|274757;2026-05-12\|3.54\|-1.39\|3.57\|3.62\|3.52\|244212;2026-05-13\|3.57\|0.85\|3.49\|3.59\|3.49\|190047;2026-05-14\|3.45\|-3.36\|3.58\|3.62\|3.45\|182655;2026-05-15\|3.44\|-0.29\|3.45\|3.51\|3.41\|168669;2026-05-18\|3.46\|0.58\|3.46\|3.47\|3.35\|214063;2026-05-19\|3.50\|1.16\|3.47\|3.55\|3.45\|191308;2026-05-20\|3.40\|-2.86\|3.47\|3.49\|3.37\|198103;2026-05-21\|3.27\|-3.82\|3.40\|3.47\|3.25\|211769;2026-05-22\|3.34\|2.14\|3.28\|3.37\|3.22\|183410;2026-05-25\|3.24\|-2.99\|3.36\|3.36\|3.20\|199496;2026-05-26\|3.15\|-2.78\|3.24\|3.25\|3.12\|185404;2026-05-27\|3.17\|0.63\|3.16\|3.23\|3.12\|191156;2026-05-28\|3.14\|-0.95\|3.15\|3.20\|3.08\|185739;2026-05-29\|3.10\|-1.27\|3.14\|3.25\|3.09\|190550;2026-06-01\|3.16\|1.94\|3.10\|3.23\|3.03\|233226;2026-06-02\|3.05\|-3.48\|3.17\|3.17\|3.01\|236795;2026-06-03\|2.95\|-3.28\|3.04\|3.04\|2.93\|178317;2026-06-04\|2.88\|-2.37\|2.94\|2.97\|2.86\|190047;2026-06-05\|2.99\|3.82\|2.90\|3.10\|2.90\|255665;2026-06-08\|2.97\|-0.67\|2.88\|3.16\|2.86\|303556;2026-06-09\|2.97\|0.00\|2.96\|3.05\|2.92\|206982;2026-06-10\|2.93\|-1.35\|2.95\|3.01\|2.88\|184088;2026-06-11\|2.83\|-3.41\|2.92\|2.92\|2.78\|206332;2026-06-12\|2.85\|0.71\|2.86\|2.89\|2.79\|149714;2026-06-15\|2.86\|0.35\|2.90\|2.94\|2.83\|185476;2026-06-16\|2.83\|-1.05\|2.85\|2.85\|2.78\|144794;2026-06-17\|2.72\|-3.89\|2.82\|2.83\|2.70\|170909;2026-06-18\|2.74\|0.74\|2.71\|2.76\|2.67\|176994;2026-06-22\|2.81\|2.55\|2.73\|2.81\|2.66\|204211;2026-06-23\|2.81\|0.00\|2.77\|2.87\|2.75\|170569;2026-06-24\|2.71\|-3.56\|2.81\|2.82\|2.69\|160526;2026-06-25\|2.67\|-1.48\|2.73\|2.73\|2.63\|162496;2026-06-26\|2.60\|-2.62\|2.65\|2.66\|2.55\|225375;2026-06-29\|2.64\|1.54\|2.62\|2.68\|2.55\|218106;2026-06-30\|2.61\|-1.14\|2.60\|2.68\|2.57\|185048;2026-07-01\|2.68\|2.68\|2.61\|2.75\|2.58\|239332;2026-07-02\|2.73\|1.87\|2.68\|2.90\|2.68\|294195;2026-07-03\|2.77\|1.47\|2.71\|2.82\|2.69\|217603;2026-07-06\|2.70\|-2.53\|2.77\|2.81\|2.69\|185818;2026-07-07\|2.68\|-0.74\|2.69\|2.88\|2.64\|292939;2026-07-08\|2.64\|-1.49\|2.66\|2.68\|2.59\|232253;2026-07-09\|2.68\|1.52\|2.61\|2.72\|2.59\|203204;2026-07-10\|2.75\|2.61\|2.67\|2.82\|2.60\|320264;2026-07-13\|2.58\|-6.18\|2.73\|2.78\|2.55\|330539;2026-07-14\|2.65\|2.71\|2.57\|2.66\|2.53\|233151;2026-07-15\|2.72\|2.64\|2.64\|2.76\|2.62\|279698;2026-07-16\|2.73\|0.37\|2.72\|2.78\|2.65\|267387;2026-07-17\|2.58\|-5.49\|2.71\|2.77\|2.55\|297436;2026-07-20\|2.57\|-0.39\|2.60\|2.66\|2.51\|247722;2026-07-21\|2.56\|-0.39\|2.55\|2.58\|2.40\|321176;2026-07-22\|2.49\|-2.73\|2.53\|2.63\|2.48\|240981;2026-07-23\|2.55\|2.41\|2.49\|2.56\|2.46\|191883;2026-07-24\|2.46\|-3.53\|2.52\|2.54\|2.45\|176852;2026-07-27\|2.57\|4.47\|2.45\|2.58\|2.44\|227474;2026-07-28\|2.59\|0.78\|2.54\|2.65\|2.54\|215865;2026-07-29\|2.68\|3.47\|2.63\|2.70\|2.61\|267187;2026-07-30\|2.81\|4.85\|2.68\|2.95\|2.66\|786089;2026-07-31\|2.82\|0.36\|2.73\|2.85\|2.72\|687056;2026-08-03\|2.86\|1.42\|2.83\|2.88\|2.81\|435400;2026-08-04\|3.15\|10.14\|2.90\|3.15\|2.90\|450767;2026-08-05\|3.47\|10.16\|3.47\|3.47\|3.47\|149869;2026-08-06\|3.82\|10.09\|3.82\|3.82\|3.66\|1100811;2026-08-07\|3.48\|-8.90\|3.82\|3.82\|3.44\|2051943;2026-08-10\|3.31\|-4.89\|3.38\|3.49\|3.17\|1605621;2026-08-11\|3.47\|4.83\|3.31\|3.64\|3.22\|1836225;2026-08-12\|3.47\|0.00\|3.31\|3.49\|3.28\|1325837;2026-08-13\|3.33\|-4.03\|3.43\|3.55\|3.32\|1000864;2026-08-14\|3.25\|-2.40\|3.25\|3.36\|3.12\|930970;2026-08-17\|3.26\|0.31\|3.23\|3.28\|3.15\|514403;2026-08-18\|3.12\|-4.29\|3.25\|3.26\|3.10\|463307;2026-08-19\|2.97\|-4.81\|3.08\|3.12\|2.97\|409990;2026-08-20\|3.08\|3.70\|3.01\|3.13\|2.99\|390837;2026-08-21\|3.06\|-0.65\|3.04\|3.08\|3.00\|309325;2026-08-24\|3.00\|-1.96\|3.08\|3.09\|2.95\|243239;2026-08-25\|3.13\|4.33\|2.98\|3.16\|2.96\|354358;2026-08-26\|3.15\|0.64\|3.13\|3.18\|3.11\|280713;2026-08-27\|3.17\|0.63\|3.14\|3.18\|3.13\|251608;2026-08-28\|3.18\|0.32\|3.18\|3.21\|3.14\|267392;2026-08-31\|3.27\|2.83\|3.12\|3.28\|3.10\|413853;2026-09-01\|3.60\|10.09\|3.42\|3.60\|3.41\|1024130;2026-09-02\|3.39\|-5.83\|3.50\|3.55\|3.37\|1058502;2026-09-03\|3.34\|-1.47\|3.44\|3.48\|3.30\|606610;2026-09-04\|3.41\|2.10\|3.34\|3.50\|3.28\|610220;2026-09-07\|3.44\|0.88\|3.36\|3.47\|3.36\|493528;2026-09-08\|3.48\|1.16\|3.44\|3.50\|3.38\|496559
123081	中共中央政治局：加大逆周期调节力度，加力扩大内需	消费电子包装+包装一体化+仲裁撤案 1、据2025年年度报告，公司已与智能手机、可穿戴设备、PC终端及新型雾化产品等细分市场的全球领军企业和头部客户达成长期合作，成功构建了消费电子包装领域全方位竞争优势，客户包括小米、富士康、华为、联想、京东方等。 2、据2026年4月3日年报，公司致力于瓦楞包装产品、精品包装产品等的一体化解决方案，坚持绿色包装与智能制造；公司深化与消费电子、家具家电、新能源等行业龙头客户的战略合作，海外业务保持快速增长。 3、据2026年6月6日公告，公司收到深圳国际仲裁院出具的《撤案决定书》，申请人已撤回全部仲裁请求，此案对公司本期或期后利润不产生影响；据2026年6月2日及5月23日公告，相关方也已向法院撤回申请，公司与欧阳宣、新天地之间的系列纠纷已了结。	国际领先的包装一体化综合服务商；公司主营运输包装、精品包装、标签及电子功能材料模切产品，并持续为消费电子、白酒、家电等行业龙头提供一体化包装服务	2026-04-30\|3.40\|0.29\|3.38\|3.43\|3.36\|225964;2026-05-06\|3.41\|0.29\|3.41\|3.42\|3.37\|186776;2026-05-07\|3.45\|1.17\|3.42\|3.47\|3.40\|241613;2026-05-08\|3.52\|2.03\|3.45\|3.53\|3.43\|232181;2026-05-11\|3.58\|1.70\|3.51\|3.58\|3.51\|243427;2026-05-12\|3.59\|0.28\|3.57\|3.60\|3.54\|221152;2026-05-13\|3.65\|1.67\|3.59\|3.68\|3.54\|328768;2026-05-14\|3.57\|-2.19\|3.65\|3.67\|3.57\|255751;2026-05-15\|3.54\|-0.84\|3.58\|3.59\|3.51\|208657;2026-05-18\|3.54\|0.00\|3.52\|3.56\|3.48\|188459;2026-05-19\|3.56\|0.56\|3.54\|3.56\|3.50\|127790;2026-05-20\|3.50\|-1.69\|3.54\|3.54\|3.47\|135725;2026-05-21\|3.47\|-0.86\|3.51\|3.60\|3.46\|218149;2026-05-22\|3.53\|1.73\|3.49\|3.57\|3.46\|171510;2026-05-25\|3.41\|-3.40\|3.52\|3.54\|3.39\|211970;2026-05-26\|3.39\|-0.59\|3.40\|3.41\|3.33\|181332;2026-05-27\|3.33\|-1.77\|3.38\|3.40\|3.29\|135841;2026-05-28\|3.33\|0.00\|3.33\|3.35\|3.27\|124767;2026-05-29\|3.29\|-1.20\|3.33\|3.35\|3.27\|133234;2026-06-01\|3.38\|2.74\|3.28\|3.39\|3.27\|137914;2026-06-02\|3.32\|-1.78\|3.36\|3.37\|3.30\|132458;2026-06-03\|3.28\|-1.20\|3.31\|3.32\|3.28\|103614;2026-06-04\|3.22\|-1.83\|3.27\|3.29\|3.20\|96610;2026-06-05\|3.25\|0.93\|3.21\|3.27\|3.19\|78336;2026-06-08\|3.18\|-2.15\|3.19\|3.25\|3.14\|112712;2026-06-09\|3.17\|-0.31\|3.19\|3.20\|3.15\|76198;2026-06-10\|3.10\|-2.21\|3.15\|3.16\|3.08\|115665;2026-06-11\|3.08\|-0.65\|3.09\|3.11\|3.03\|102689;2026-06-12\|3.16\|2.60\|3.09\|3.19\|3.07\|117240;2026-06-15\|3.31\|4.75\|3.16\|3.32\|3.15\|197627;2026-06-16\|3.64\|9.97\|3.29\|3.64\|3.27\|825125;2026-06-17\|3.83\|5.22\|3.61\|3.85\|3.57\|1054104;2026-06-18\|3.65\|-4.70\|3.78\|3.91\|3.65\|789106;2026-06-22\|3.68\|0.82\|3.65\|3.76\|3.49\|561177;2026-06-23\|3.59\|-2.45\|3.63\|3.70\|3.56\|302441;2026-06-24\|3.86\|9.97\|3.65\|3.86\|3.63\|584250;2026-06-25\|4.25\|10.10\|3.99\|4.25\|3.91\|1505168;2026-06-26\|4.13\|-2.82\|4.20\|4.56\|4.03\|1789318;2026-06-29\|4.26\|3.15\|4.06\|4.33\|3.99\|1074840;2026-06-30\|4.30\|0.94\|4.28\|4.45\|4.15\|807334;2026-07-01\|4.30\|0.00\|4.24\|4.53\|4.11\|776463;2026-07-02\|4.29\|-0.23\|4.22\|4.37\|4.19\|575778;2026-07-03\|4.30\|0.23\|4.28\|4.35\|4.19\|463137;2026-07-06\|4.29\|-0.23\|4.29\|4.36\|4.21\|453467;2026-07-07\|4.15\|-3.26\|4.27\|4.28\|4.13\|543344;2026-07-08\|4.04\|-2.65\|4.15\|4.43\|4.00\|857217;2026-07-09\|4.33\|7.18\|4.04\|4.43\|3.99\|994851;2026-07-10\|4.53\|4.62\|4.25\|4.67\|4.21\|963282;2026-07-13\|4.36\|-3.75\|4.53\|4.55\|4.31\|635398;2026-07-14\|4.55\|4.36\|4.36\|4.55\|4.31\|584830;2026-07-15\|5.01\|10.11\|4.65\|5.01\|4.62\|1523101;2026-07-16\|5.04\|0.60\|5.01\|5.19\|4.75\|1452642;2026-07-17\|4.54\|-9.92\|5.02\|5.14\|4.54\|826325;2026-07-20\|4.09\|-9.91\|4.38\|4.49\|4.09\|828676;2026-07-21\|4.13\|0.98\|4.01\|4.15\|3.70\|1122118;2026-07-22\|4.09\|-0.97\|4.09\|4.18\|4.02\|617525;2026-07-23\|4.15\|1.47\|4.08\|4.27\|4.06\|437177;2026-07-24\|4.57\|10.12\|4.15\|4.57\|4.09\|381829;2026-07-27\|4.68\|2.41\|4.57\|4.71\|4.12\|1355427;2026-07-28\|4.58\|-2.14\|4.55\|4.89\|4.49\|968968;2026-07-29\|4.44\|-3.06\|4.49\|4.54\|4.34\|744451;2026-07-30\|4.29\|-3.38\|4.45\|4.62\|4.25\|736860;2026-07-31\|4.58\|6.76\|4.43\|4.72\|4.39\|1294844;2026-08-03\|4.46\|-2.62\|4.50\|4.65\|4.37\|822052;2026-08-04\|4.91\|10.09\|4.48\|4.91\|4.42\|900165;2026-08-05\|5.23\|6.52\|5.18\|5.36\|5.03\|1418080;2026-08-06\|5.59\|6.88\|5.24\|5.61\|5.10\|1473767;2026-08-07\|5.34\|-4.47\|5.42\|5.59\|5.26\|1037341;2026-08-10\|5.47\|2.43\|5.40\|5.54\|5.23\|711865;2026-08-11\|5.32\|-2.74\|5.40\|5.50\|5.29\|576037;2026-08-12\|5.27\|-0.94\|5.32\|5.38\|5.21\|579957;2026-08-13\|5.26\|-0.19\|5.30\|5.45\|5.23\|481882;2026-08-14\|5.20\|-1.14\|5.26\|5.36\|5.11\|394677;2026-08-17\|5.18\|-0.38\|5.22\|5.22\|5.01\|394965;2026-08-18\|5.13\|-0.97\|5.19\|5.21\|5.08\|322060;2026-08-19\|4.62\|-9.94\|5.10\|5.11\|4.62\|756844;2026-08-20\|4.61\|-0.22\|4.68\|4.75\|4.55\|421555;2026-08-21\|4.71\|2.17\|4.65\|4.74\|4.55\|402953;2026-08-24\|4.72\|0.21\|4.67\|4.75\|4.58\|355851;2026-08-25\|4.89\|3.60\|4.72\|4.92\|4.58\|432281;2026-08-26\|4.83\|-1.23\|4.88\|4.93\|4.80\|307858;2026-08-27\|5.08\|5.18\|4.82\|5.16\|4.80\|506852;2026-08-28\|5.17\|1.77\|5.07\|5.38\|5.02\|472286;2026-08-31\|5.69\|10.06\|5.15\|5.69\|5.10\|836291;2026-09-01\|5.56\|-2.28\|5.62\|5.80\|5.49\|906778;2026-09-02\|5.41\|-2.70\|5.50\|5.55\|5.40\|388718;2026-09-03\|5.27\|-2.59\|5.43\|5.46\|5.26\|402175;2026-09-04\|5.21\|-1.14\|5.31\|5.40\|5.17\|345041;2026-09-07\|5.25\|0.77\|5.23\|5.27\|5.17\|291559;2026-09-08\|5.57\|6.10\|5.20\|5.62\|5.15\|843552
123080	中共中央政治局：加大逆周期调节力度，加力扩大内需	扭亏为盈+零售+国企改革行业原因： 7月13日，国务院对《扩大消费“十五五”规划》进行了正式批复。根据规划要求，到2030年，社会消费品零售总额达到60万亿元左右，消费对经济增长的拉动作用进一步增强。公司原因： 1、据2026年7月14日公告，公司预计2026年半年度实现归属于上市公司股东的净利润145万元左右，与去年同期相比将实现扭亏为盈。 2、公司是荣获商务部认定的“中华老字号”上市商业企业，主营百货、家电、超市、汽车等业态，在广西区内具有较高知名度。 3、公司最终控制人为南宁市人民政府国有资产监督管理委员会，据2026年6月1日投资者关系活动记录，公司正围绕主营业务探索多元化发展方向与新商业模式。	南宁百货品牌，此前向广西壮族自治区及南宁市政府相关部门递交了关于免税品经营资质申报的请示	2026-04-30\|6.31\|1.61\|6.18\|6.33\|6.18\|102742;2026-05-06\|6.32\|0.16\|6.26\|6.39\|6.22\|97671;2026-05-07\|6.30\|-0.32\|6.36\|6.44\|6.25\|88473;2026-05-08\|6.52\|3.49\|6.31\|6.61\|6.25\|169131;2026-05-11\|6.35\|-2.61\|6.50\|6.50\|6.32\|108186;2026-05-12\|6.20\|-2.36\|6.35\|6.36\|6.18\|99602;2026-05-13\|6.26\|0.97\|6.18\|6.34\|6.15\|84100;2026-05-14\|6.20\|-0.96\|6.25\|6.33\|6.20\|85639;2026-05-15\|6.14\|-0.97\|6.20\|6.21\|6.08\|75341;2026-05-18\|6.16\|0.33\|6.12\|6.18\|6.00\|63578;2026-05-19\|6.24\|1.30\|6.15\|6.30\|6.15\|59797;2026-05-20\|6.10\|-2.24\|6.24\|6.24\|6.08\|52521;2026-05-21\|5.94\|-2.62\|6.14\|6.19\|5.92\|95734;2026-05-22\|5.96\|0.34\|5.95\|6.08\|5.89\|63370;2026-05-25\|6.04\|1.34\|5.93\|6.05\|5.89\|61137;2026-05-26\|5.96\|-1.32\|6.02\|6.15\|5.89\|82789;2026-05-27\|5.97\|0.17\|5.89\|6.04\|5.83\|88297;2026-05-28\|5.84\|-2.18\|5.91\|5.97\|5.81\|78364;2026-05-29\|5.89\|0.86\|5.84\|6.04\|5.83\|96128;2026-06-01\|6.03\|2.38\|5.80\|6.08\|5.76\|100880;2026-06-02\|5.92\|-1.82\|6.10\|6.10\|5.86\|77414;2026-06-03\|5.85\|-1.18\|5.90\|5.90\|5.72\|85087;2026-06-04\|5.66\|-3.25\|5.83\|5.89\|5.65\|69692;2026-06-05\|5.70\|0.71\|5.65\|5.84\|5.60\|72083;2026-06-08\|5.55\|-2.63\|5.65\|5.76\|5.50\|80813;2026-06-09\|5.46\|-1.62\|5.57\|5.59\|5.44\|53975;2026-06-10\|5.38\|-1.47\|5.47\|5.47\|5.30\|62997;2026-06-11\|5.33\|-0.93\|5.38\|5.44\|5.23\|55755;2026-06-12\|5.37\|0.75\|5.36\|5.41\|5.27\|58182;2026-06-15\|5.25\|-2.23\|5.41\|5.47\|5.22\|73775;2026-06-16\|5.24\|-0.19\|5.22\|5.28\|5.09\|74146;2026-06-17\|5.05\|-3.63\|5.24\|5.27\|4.99\|126709;2026-06-18\|5.00\|-0.99\|5.00\|5.07\|4.93\|75677;2026-06-22\|5.07\|1.40\|5.05\|5.15\|4.93\|139864;2026-06-23\|5.12\|0.99\|5.01\|5.30\|5.01\|112965;2026-06-24\|4.81\|-6.05\|5.15\|5.16\|4.78\|128453;2026-06-25\|4.72\|-1.87\|4.78\|4.85\|4.68\|84986;2026-06-26\|4.57\|-3.18\|4.63\|4.72\|4.56\|85344;2026-06-29\|4.58\|0.22\|4.60\|4.63\|4.39\|102768;2026-06-30\|4.60\|0.44\|4.59\|4.65\|4.50\|74075;2026-07-01\|4.88\|6.09\|4.60\|5.03\|4.53\|144714;2026-07-02\|4.81\|-1.43\|4.96\|5.04\|4.79\|98128;2026-07-03\|5.10\|6.03\|4.86\|5.11\|4.82\|128334;2026-07-06\|4.92\|-3.53\|5.10\|5.15\|4.89\|95125;2026-07-07\|4.80\|-2.44\|4.90\|4.91\|4.74\|70750;2026-07-08\|4.76\|-0.83\|4.78\|4.83\|4.69\|55512;2026-07-09\|4.72\|-0.84\|4.76\|4.81\|4.61\|58845;2026-07-10\|4.84\|2.54\|4.75\|4.96\|4.63\|77774;2026-07-13\|4.66\|-3.72\|4.82\|4.86\|4.62\|63692;2026-07-14\|4.77\|2.36\|4.69\|4.78\|4.63\|56612;2026-07-15\|4.86\|1.89\|4.75\|4.96\|4.73\|73964;2026-07-16\|4.88\|0.41\|4.82\|4.94\|4.75\|58868;2026-07-17\|4.67\|-4.30\|4.83\|5.07\|4.63\|128931;2026-07-20\|4.56\|-2.36\|4.63\|4.80\|4.49\|104177;2026-07-21\|4.44\|-2.63\|4.53\|4.55\|4.30\|98717;2026-07-22\|4.48\|0.90\|4.40\|4.53\|4.40\|64736;2026-07-23\|4.62\|3.12\|4.44\|4.63\|4.42\|70334;2026-07-24\|4.42\|-4.33\|4.61\|4.61\|4.42\|52812;2026-07-27\|4.54\|2.71\|4.41\|4.57\|4.37\|55305;2026-07-28\|4.63\|1.98\|4.50\|4.68\|4.49\|69576;2026-07-29\|4.77\|3.02\|4.80\|4.99\|4.67\|127434;2026-07-30\|5.25\|10.06\|4.73\|5.25\|4.72\|200408;2026-07-31\|5.21\|-0.76\|5.10\|5.22\|4.95\|451422;2026-08-03\|5.02\|-3.65\|5.06\|5.06\|4.92\|265140;2026-08-04\|5.52\|9.96\|4.98\|5.52\|4.98\|368869;2026-08-05\|5.67\|2.72\|5.54\|6.07\|5.53\|660557;2026-08-06\|5.45\|-3.88\|5.50\|5.70\|5.40\|465998;2026-08-07\|5.48\|0.55\|5.43\|5.86\|5.31\|404978;2026-08-10\|5.57\|1.64\|5.48\|5.62\|5.38\|292569;2026-08-11\|5.60\|0.54\|5.50\|5.63\|5.49\|205260;2026-08-12\|5.59\|-0.18\|5.61\|5.65\|5.48\|214904;2026-08-13\|5.48\|-1.97\|5.55\|5.62\|5.46\|184871;2026-08-14\|5.34\|-2.55\|5.50\|5.53\|5.28\|170100;2026-08-17\|5.45\|2.06\|5.35\|5.47\|5.25\|118223;2026-08-18\|5.51\|1.10\|5.47\|5.55\|5.42\|105280;2026-08-19\|5.28\|-4.17\|5.54\|5.63\|5.26\|127270;2026-08-20\|5.37\|1.70\|5.35\|5.39\|5.25\|98923;2026-08-21\|5.23\|-2.61\|5.37\|5.42\|5.16\|102560;2026-08-24\|5.21\|-0.38\|5.21\|5.30\|5.15\|86779;2026-08-25\|5.45\|4.61\|5.20\|5.45\|5.16\|125826;2026-08-26\|5.43\|-0.37\|5.37\|5.45\|5.37\|76376;2026-08-27\|5.45\|0.37\|5.38\|5.46\|5.37\|74322;2026-08-28\|5.61\|2.94\|5.48\|5.64\|5.45\|118726;2026-08-31\|5.52\|-1.60\|5.63\|5.70\|5.47\|115701;2026-09-01\|5.80\|5.07\|5.56\|5.85\|5.56\|258943;2026-09-02\|5.70\|-1.72\|5.74\|5.79\|5.60\|162764;2026-09-03\|5.63\|-1.23\|5.70\|5.78\|5.61\|137815;2026-09-04\|5.77\|2.49\|5.65\|5.89\|5.53\|209032;2026-09-07\|5.97\|3.47\|5.75\|6.07\|5.75\|256425;2026-09-08\|6.13\|2.68\|5.90\|6.23\|5.90\|307054
123079		背光显示模组+TCL华星+业绩拐点 1、TCL科技业绩预告显示，TCL华星营业收入突破1,000亿元，净利润超80亿元。据2025年8月22日半年度报告，公司是国内规模较大的背光显示模组厂商之一，主营背光显示模组、LCM模组及导光板、光学材料等零部件，服务京东方、群创光电、华星光电等核心面板厂。 2、据2025年4月23日披露的2024年年度报告，公司具备Mini-LED背光显示模组完整技术并已量产，产品用于车载等多领域，车载客户涵盖蔚来、吉利、一汽、BOE、华星光电等。 3、据2025年12月5日投资者关系活动记录表，公司2025年前三季度营收24.24亿元，同比增长44.06%，第三季度单季归母净利润1,766.25万元，同比增153.33%，实现单季扭亏。	1、参股公司合肥芯东进新材料拟收购韩国东进及其全资子公司香港东进共同投资设立的特殊目的公司70%的股权； 2、背光显示模组一站式综合方案提供商；公司在MiniLED背光产品及直显预研项目中均有应用玻璃基板方案，主要利用其单面走线技术及玻璃的平整特性	2026-04-30\|26.27\|-1.79\|27.20\|27.20\|26.06\|75266;2026-05-06\|26.81\|2.06\|26.80\|27.28\|26.21\|68394;2026-05-07\|27.41\|2.24\|26.82\|27.99\|26.69\|63117;2026-05-08\|28.27\|3.14\|27.02\|28.73\|27.02\|62964;2026-05-11\|29.27\|3.54\|28.67\|30.12\|28.00\|83724;2026-05-12\|29.88\|2.08\|29.20\|30.86\|29.06\|78415;2026-05-13\|29.98\|0.33\|29.70\|30.71\|29.30\|59143;2026-05-14\|29.43\|-1.83\|30.50\|31.80\|29.40\|76228;2026-05-15\|29.41\|-0.07\|29.40\|30.88\|28.37\|77323;2026-05-18\|30.82\|4.79\|29.40\|31.00\|29.17\|80878;2026-05-19\|30.70\|-0.39\|30.65\|31.91\|29.90\|68638;2026-05-20\|30.30\|-1.30\|30.70\|30.70\|29.71\|51224;2026-05-21\|29.77\|-1.75\|31.00\|32.39\|29.70\|96782;2026-05-22\|30.94\|3.93\|29.94\|31.28\|29.66\|71481;2026-05-25\|29.65\|-4.17\|31.20\|31.21\|29.05\|83486;2026-05-26\|29.06\|-1.99\|29.65\|29.95\|28.60\|73350;2026-05-27\|31.55\|8.57\|29.40\|32.99\|29.35\|141374;2026-05-28\|35.07\|11.16\|31.17\|35.47\|30.96\|157493;2026-05-29\|33.61\|-4.16\|34.87\|35.89\|33.00\|122318;2026-06-01\|31.45\|-6.43\|33.81\|34.90\|31.25\|104809;2026-06-02\|31.26\|-0.60\|31.39\|32.06\|30.21\|75949;2026-06-03\|30.90\|-1.15\|32.53\|32.53\|30.33\|80795;2026-06-04\|30.24\|-2.14\|29.59\|31.32\|29.59\|67082;2026-06-05\|31.11\|2.88\|29.88\|31.75\|27.47\|73006;2026-06-08\|28.82\|-7.36\|29.50\|32.23\|28.40\|77496;2026-06-09\|29.25\|1.49\|28.85\|29.83\|28.26\|51109;2026-06-10\|28.51\|-2.53\|29.39\|29.77\|27.98\|69151;2026-06-11\|30.41\|6.66\|28.21\|31.50\|27.22\|101822;2026-06-12\|33.50\|10.16\|30.87\|34.57\|30.72\|140332;2026-06-15\|35.50\|5.97\|33.01\|35.69\|32.94\|100096;2026-06-16\|36.21\|2.00\|35.41\|36.50\|34.51\|83487;2026-06-17\|38.16\|5.39\|35.08\|38.30\|35.08\|70479;2026-06-18\|39.39\|3.22\|39.10\|40.51\|38.48\|86232;2026-06-22\|39.77\|0.96\|38.78\|41.32\|38.30\|82825;2026-06-23\|39.01\|-1.91\|39.31\|41.52\|38.61\|65947;2026-06-24\|37.95\|-2.72\|38.50\|40.65\|36.68\|77661;2026-06-25\|40.85\|7.64\|39.81\|41.18\|38.12\|90355;2026-06-26\|42.74\|4.63\|40.85\|43.38\|39.58\|92371;2026-06-29\|39.39\|-7.84\|42.14\|42.63\|36.85\|112503;2026-06-30\|44.15\|12.08\|40.27\|46.28\|39.56\|119897;2026-07-01\|43.96\|-0.43\|43.65\|45.99\|43.31\|100015;2026-07-02\|41.60\|-5.37\|42.41\|43.80\|41.40\|65892;2026-07-03\|41.35\|-0.60\|41.71\|42.37\|39.39\|52352;2026-07-06\|39.30\|-4.96\|41.35\|41.78\|38.02\|61335;2026-07-07\|41.51\|5.62\|39.29\|42.09\|38.65\|89964;2026-07-08\|49.81\|20.00\|43.93\|49.81\|39.23\|141614;2026-07-09\|52.73\|5.86\|52.00\|53.69\|48.00\|186493;2026-07-10\|47.70\|-9.54\|55.39\|56.66\|47.60\|171488;2026-07-13\|45.80\|-3.98\|47.66\|49.57\|45.00\|137203;2026-07-14\|45.77\|-0.07\|46.31\|47.50\|43.03\|115010;2026-07-15\|44.59\|-2.58\|47.50\|47.50\|43.74\|84236;2026-07-16\|42.00\|-5.81\|39.89\|44.83\|39.89\|85367;2026-07-17\|38.46\|-8.43\|41.16\|42.76\|37.57\|80389;2026-07-20\|33.76\|-12.22\|39.65\|40.49\|32.50\|116625;2026-07-21\|36.10\|6.93\|33.69\|36.69\|28.66\|109220;2026-07-22\|34.93\|-3.24\|35.73\|37.70\|34.50\|71078;2026-07-23\|34.43\|-1.43\|35.28\|36.26\|33.90\|53208;2026-07-24\|35.47\|3.02\|34.20\|37.68\|33.09\|74180;2026-07-27\|34.60\|-2.45\|34.83\|35.37\|32.21\|71851;2026-07-28\|33.83\|-2.23\|34.90\|37.40\|33.31\|81764;2026-07-29\|32.20\|-4.82\|34.00\|34.00\|30.30\|84142;2026-07-30\|29.17\|-9.41\|31.25\|32.61\|28.44\|87574;2026-07-31\|30.31\|3.91\|32.36\|32.75\|30.22\|68463;2026-08-03\|29.20\|-3.66\|30.43\|31.25\|28.64\|63314;2026-08-04\|32.95\|12.84\|29.78\|33.33\|29.21\|82189;2026-08-05\|35.16\|6.71\|32.49\|35.45\|32.05\|69849;2026-08-06\|35.15\|-0.03\|34.83\|35.82\|33.00\|56766;2026-08-07\|36.68\|4.35\|35.00\|36.88\|33.50\|61713;2026-08-10\|38.20\|4.14\|37.00\|38.37\|35.14\|89969;2026-08-11\|36.81\|-3.64\|38.41\|39.83\|36.50\|100054;2026-08-12\|37.03\|0.60\|36.64\|37.99\|36.20\|50673;2026-08-13\|35.88\|-3.11\|37.42\|38.11\|35.79\|46894;2026-08-14\|38.34\|6.86\|36.10\|38.49\|35.78\|67600;2026-08-17\|38.96\|1.62\|38.50\|39.45\|37.70\|49800;2026-08-18\|40.26\|3.34\|38.97\|40.38\|38.19\|55800;2026-08-19\|36.64\|-8.99\|38.36\|40.61\|36.42\|75887;2026-08-20\|37.32\|1.86\|36.48\|39.01\|35.88\|59591;2026-08-21\|39.07\|4.69\|37.17\|41.15\|36.45\|77783;2026-08-24\|41.04\|5.04\|41.00\|42.70\|38.77\|99291;2026-08-25\|41.98\|2.29\|40.00\|42.28\|39.43\|114691;2026-08-26\|40.39\|-3.79\|41.80\|41.98\|39.70\|88769;2026-08-27\|40.43\|0.10\|39.92\|41.32\|39.35\|72410;2026-08-28\|41.89\|3.61\|40.17\|42.84\|39.90\|93797;2026-08-31\|42.24\|0.84\|40.55\|42.44\|40.30\|63999;2026-09-01\|40.96\|-3.03\|42.15\|42.39\|40.55\|50431;2026-09-02\|41.17\|0.51\|40.80\|41.80\|39.50\|40661;2026-09-03\|41.45\|0.68\|42.50\|42.68\|39.02\|68030;2026-09-04\|41.65\|0.48\|41.80\|44.98\|40.75\|82543;2026-09-07\|44.14\|5.98\|43.42\|45.00\|41.86\|81523;2026-09-08\|46.14\|4.53\|46.00\|47.98\|44.19\|97887
123078		定增收购钨钽资产+磁选设备+江西国资公司原因： 1、据2026年2月12日公告，公司拟向特定对象发行股票募资18.82亿元，用于收购江西江钨硬质合金有限公司、赣州华茂钨材料有限公司、九江有色金属冶炼有限公司各100%股权，交易完成后将新增钨制品及钽铌制品业务，实现钨产业链及钽铌产业链资源整合。 2、据2026年2月12日公告，公司目前主营磁选装备，是国内立环脉动高梯度磁选技术方案解决供应商，交易完成后产品品类将大幅拓宽。 3、据2026年2月12日公告，公司控股股东江西钨业控股集团有限公司由江西省国资委实际控制。	公司拟定增募资不超过19亿元，用于收购控股股东旗下江钨硬质合金、华茂钨材料及九江有色金属冶炼三家公司100%股权，拟注入钨制品及钽铌制品领域优质资产	2026-04-30\|14.35\|-1.17\|14.70\|14.73\|14.31\|615510;2026-05-06\|14.62\|1.88\|14.23\|14.76\|14.10\|421350;2026-05-07\|15.02\|2.74\|14.61\|15.15\|14.48\|484193;2026-05-08\|15.36\|2.26\|14.95\|16.03\|14.78\|680319;2026-05-11\|15.19\|-1.11\|15.67\|15.68\|15.09\|424057;2026-05-12\|14.90\|-1.91\|15.23\|15.38\|14.73\|287359;2026-05-13\|15.09\|1.28\|14.87\|15.38\|14.78\|358361;2026-05-14\|14.27\|-5.43\|14.96\|15.00\|14.25\|351952;2026-05-15\|13.94\|-2.31\|14.20\|14.26\|13.80\|291094;2026-05-18\|13.96\|0.14\|13.70\|14.25\|13.70\|242659;2026-05-19\|13.74\|-1.58\|14.09\|14.09\|13.40\|226831;2026-05-20\|13.17\|-4.15\|13.65\|13.77\|12.96\|369640;2026-05-21\|12.77\|-3.04\|13.10\|13.63\|12.77\|350718;2026-05-22\|13.34\|4.46\|12.90\|13.50\|12.77\|272689;2026-05-25\|13.10\|-1.80\|13.34\|13.56\|13.07\|260927;2026-05-26\|13.95\|6.49\|13.00\|14.25\|12.84\|533182;2026-05-27\|13.68\|-1.94\|14.07\|15.12\|13.66\|718126;2026-05-28\|13.72\|0.29\|13.68\|14.05\|13.41\|359020;2026-05-29\|13.94\|1.60\|13.83\|14.49\|13.35\|512793;2026-06-01\|13.38\|-4.02\|13.93\|14.22\|13.35\|375032;2026-06-02\|13.69\|2.32\|13.26\|13.86\|12.81\|444889;2026-06-03\|14.07\|2.78\|13.54\|14.28\|13.45\|500374;2026-06-04\|13.92\|-1.07\|14.04\|14.08\|13.60\|356687;2026-06-05\|13.62\|-2.16\|13.93\|14.08\|13.46\|337026;2026-06-08\|13.50\|-0.88\|13.02\|14.18\|13.02\|441104;2026-06-09\|14.07\|4.22\|13.58\|14.10\|13.35\|473189;2026-06-10\|13.82\|-1.78\|14.02\|14.40\|13.60\|390327;2026-06-11\|14.26\|3.18\|13.90\|14.59\|13.72\|696239;2026-06-12\|14.72\|3.23\|14.20\|15.44\|14.05\|947864;2026-06-15\|15.17\|3.06\|15.45\|15.59\|14.84\|796554;2026-06-16\|16.69\|10.02\|15.01\|16.69\|14.94\|665711;2026-06-17\|18.36\|10.01\|17.11\|18.36\|16.51\|1457805;2026-06-18\|20.20\|10.02\|18.36\|20.20\|17.98\|1537512;2026-06-22\|22.22\|10.00\|21.98\|22.22\|21.98\|251224;2026-06-23\|24.44\|9.99\|24.44\|24.44\|23.60\|1780060;2026-06-24\|25.51\|4.38\|24.83\|26.87\|22.80\|2072916;2026-06-25\|25.68\|0.67\|25.63\|26.18\|24.42\|1183349;2026-06-26\|26.04\|1.40\|25.40\|27.15\|24.80\|1012856;2026-06-29\|27.50\|5.61\|26.49\|28.64\|26.48\|1164706;2026-06-30\|27.23\|-0.98\|28.13\|29.49\|26.62\|1208837;2026-07-01\|29.95\|9.99\|27.40\|29.95\|27.40\|416111;2026-07-02\|28.50\|-4.84\|29.48\|31.79\|28.50\|1414765;2026-07-03\|25.65\|-10.00\|27.88\|28.49\|25.65\|1431500;2026-07-06\|23.09\|-9.98\|25.00\|26.03\|23.09\|887985;2026-07-07\|20.78\|-10.00\|22.50\|22.61\|20.78\|957633;2026-07-08\|19.14\|-7.89\|20.88\|21.28\|19.01\|943170;2026-07-09\|19.86\|3.76\|19.41\|19.86\|18.45\|797398;2026-07-10\|18.84\|-5.14\|19.55\|20.54\|18.82\|726069;2026-07-13\|17.50\|-7.11\|18.80\|19.17\|17.28\|651902;2026-07-14\|18.26\|4.34\|17.85\|18.42\|17.39\|612914;2026-07-15\|17.57\|-3.78\|18.63\|19.06\|17.51\|652192;2026-07-16\|16.61\|-5.46\|17.47\|17.69\|16.49\|502730;2026-07-17\|15.67\|-5.66\|16.80\|17.04\|15.50\|670751;2026-07-20\|14.10\|-10.02\|16.00\|16.22\|14.10\|594170;2026-07-21\|15.05\|6.74\|14.25\|15.21\|12.69\|1007296;2026-07-22\|14.45\|-3.99\|14.82\|15.31\|14.10\|690131;2026-07-23\|14.59\|0.97\|14.65\|15.00\|14.22\|607590;2026-07-24\|13.85\|-5.07\|14.45\|14.55\|13.78\|402908;2026-07-27\|14.74\|6.43\|13.85\|14.74\|13.40\|508983;2026-07-28\|13.89\|-5.77\|14.59\|14.82\|13.71\|506045;2026-07-29\|13.37\|-3.74\|13.90\|14.10\|13.17\|662311;2026-07-30\|12.34\|-7.70\|13.40\|13.72\|12.12\|756175;2026-07-31\|12.61\|2.19\|12.89\|13.43\|12.60\|659700;2026-08-03\|12.68\|0.56\|12.71\|13.30\|12.58\|638929;2026-08-04\|13.95\|10.02\|12.81\|13.95\|12.71\|789503;2026-08-05\|15.35\|10.04\|14.00\|15.35\|13.98\|1465444;2026-08-06\|16.89\|10.03\|16.50\|16.89\|16.50\|242789;2026-08-07\|18.41\|9.00\|18.12\|18.58\|17.21\|2155323;2026-08-10\|17.89\|-2.82\|18.07\|19.28\|16.70\|2125121;2026-08-11\|17.04\|-4.75\|17.24\|17.70\|16.89\|1262965;2026-08-12\|18.74\|9.98\|17.04\|18.74\|16.84\|967337;2026-08-13\|17.50\|-6.62\|19.56\|20.00\|17.43\|1705608;2026-08-14\|18.06\|3.20\|17.50\|18.70\|17.30\|1258860;2026-08-17\|18.67\|3.38\|18.08\|18.69\|17.69\|1134917;2026-08-18\|18.84\|0.91\|18.67\|19.71\|18.28\|1210260;2026-08-19\|16.96\|-9.98\|17.80\|18.25\|16.96\|977482;2026-08-20\|16.49\|-2.77\|16.98\|17.23\|16.25\|923650;2026-08-21\|18.14\|10.01\|16.37\|18.14\|16.37\|1024796;2026-08-24\|18.23\|0.50\|18.67\|18.95\|17.30\|1184860;2026-08-25\|17.56\|-3.68\|18.00\|18.21\|17.20\|811409;2026-08-26\|17.30\|-1.48\|17.71\|17.89\|17.07\|771110;2026-08-27\|19.03\|10.00\|17.10\|19.03\|17.10\|1025324;2026-08-28\|19.19\|0.84\|19.07\|19.57\|18.80\|1595004;2026-08-31\|19.17\|-0.10\|18.60\|19.22\|18.43\|952923;2026-09-01\|18.69\|-2.50\|19.20\|19.32\|18.60\|743261;2026-09-02\|18.33\|-1.93\|18.49\|18.67\|17.96\|624602;2026-09-03\|17.89\|-2.40\|18.60\|18.65\|17.43\|817681;2026-09-04\|16.78\|-6.20\|18.19\|18.25\|16.50\|1008013;2026-09-07\|17.57\|4.71\|16.73\|18.10\|16.50\|934298;2026-09-08\|17.08\|-2.79\|17.55\|17.73\|16.95\|663305
123077		控股股东变更+矿山投资开发+民爆+西藏国资 1、据2026年7月29日公告，公司实控人西藏自治区国资委拟将控股股东藏建集团持有的34.00%股份无偿划转至地矿集团，控股股东将变更为地矿集团，实控人仍为西藏自治区国资委；主业拟调整为矿山投资开发、民爆生产销售服务两大板块。 2、据2026年6月24日投资者关系活动记录表，公司核心合作矿山为华泰龙、玉龙、朱诺三座矿区，并独家服务朱诺矿区；子公司具备爆破作业与施工总承包双一级资质及一体化采掘全流程服务能力。 3、据2026年7月22日公告，公司工业炸药年生产能力已从5.3万吨提升至6.2万吨，将显著增强对西藏重大项目民爆产品供应保障能力。 4、据2025年年报，公司是西藏自治区民爆行业龙头企业，实控人为西藏自治区人民政府国有资产监督管理委员会。	公司34%股份拟无偿划转，控股股东或变更为地矿集团	2026-04-30\|30.20\|-1.40\|30.60\|30.78\|30.01\|38448;2026-05-06\|30.37\|0.56\|30.41\|30.82\|29.80\|40034;2026-05-07\|31.33\|3.16\|30.46\|31.86\|30.28\|65097;2026-05-08\|33.21\|6.00\|31.51\|33.90\|31.15\|116232;2026-05-11\|32.90\|-0.93\|33.23\|33.59\|32.43\|57512;2026-05-12\|32.96\|0.18\|33.70\|33.80\|32.66\|55443;2026-05-13\|32.73\|-0.70\|32.62\|33.14\|32.44\|41182;2026-05-14\|31.84\|-2.72\|32.69\|32.70\|31.66\|41378;2026-05-15\|31.72\|-0.38\|31.87\|32.53\|31.60\|31637;2026-05-18\|31.09\|-1.99\|31.58\|31.86\|30.95\|28607;2026-05-19\|31.46\|1.19\|30.96\|31.67\|30.63\|33100;2026-05-20\|30.76\|-2.23\|31.23\|31.43\|30.58\|28132;2026-05-21\|29.98\|-2.54\|30.66\|31.08\|29.90\|35373;2026-05-22\|30.50\|1.73\|30.30\|30.76\|29.70\|30709;2026-05-25\|30.58\|0.26\|30.51\|30.95\|30.26\|23663;2026-05-26\|30.68\|0.33\|30.42\|30.85\|30.03\|29408;2026-05-27\|29.75\|-3.03\|30.68\|30.98\|29.71\|32428;2026-05-28\|29.18\|-1.92\|29.67\|30.08\|28.73\|29492;2026-05-29\|28.34\|-2.88\|29.22\|29.39\|28.20\|31792;2026-06-01\|28.45\|0.39\|28.35\|28.62\|28.00\|22063;2026-06-02\|27.89\|-1.97\|28.46\|28.56\|27.29\|33413;2026-06-03\|27.63\|-0.93\|28.00\|28.79\|27.52\|27806;2026-06-04\|27.43\|-0.72\|28.00\|28.46\|27.23\|30874;2026-06-05\|28.08\|2.37\|27.31\|28.68\|27.30\|44984;2026-06-08\|26.81\|-4.52\|27.64\|27.97\|26.50\|34333;2026-06-09\|26.08\|-2.21\|26.81\|26.97\|25.92\|31598;2026-06-10\|25.32\|-2.91\|26.06\|26.06\|24.81\|46605;2026-06-11\|25.39\|0.28\|25.13\|25.65\|24.88\|27898;2026-06-12\|26.00\|2.40\|25.40\|26.10\|25.27\|31849;2026-06-15\|26.03\|0.12\|26.25\|26.25\|25.76\|29180;2026-06-16\|26.08\|0.19\|26.02\|26.24\|25.68\|30132;2026-06-17\|25.31\|-2.95\|25.86\|26.02\|25.25\|27624;2026-06-18\|25.78\|1.86\|25.29\|25.92\|24.89\|39217;2026-06-22\|27.61\|7.10\|25.77\|27.62\|25.00\|90923;2026-06-23\|26.43\|-4.27\|27.76\|27.96\|26.42\|49069;2026-06-24\|26.17\|-0.98\|26.60\|26.66\|25.33\|43460;2026-06-25\|24.99\|-4.51\|26.17\|26.37\|24.96\|45523;2026-06-26\|23.94\|-4.20\|25.00\|25.16\|23.93\|36293;2026-06-29\|23.61\|-1.38\|23.71\|24.02\|23.26\|32713;2026-06-30\|24.14\|2.24\|23.52\|24.19\|23.20\|35528;2026-07-01\|24.40\|1.08\|24.24\|24.72\|23.91\|34182;2026-07-02\|24.50\|0.41\|24.30\|25.00\|24.22\|30244;2026-07-03\|24.73\|0.94\|24.68\|25.29\|24.51\|28369;2026-07-06\|24.40\|-1.33\|25.00\|25.05\|24.25\|29736;2026-07-07\|23.51\|-3.65\|24.38\|24.54\|23.48\|25223;2026-07-08\|22.90\|-2.59\|22.99\|23.44\|22.34\|40016;2026-07-09\|22.55\|-1.53\|22.90\|23.05\|22.22\|34204;2026-07-10\|22.86\|1.37\|22.39\|23.23\|22.20\|30650;2026-07-13\|22.65\|-0.92\|22.71\|23.09\|22.25\|36446;2026-07-14\|24.16\|6.67\|22.55\|24.87\|22.22\|67230;2026-07-15\|24.70\|2.24\|24.00\|24.89\|23.92\|47984;2026-07-16\|25.07\|1.50\|24.70\|25.63\|24.42\|47652;2026-07-17\|24.97\|-0.40\|25.08\|25.68\|24.79\|46020;2026-07-20\|23.75\|-4.89\|24.98\|25.10\|23.45\|48260;2026-07-21\|23.75\|0.00\|23.75\|24.21\|23.36\|40409;2026-07-22\|23.87\|0.51\|23.68\|24.25\|23.50\|30490;2026-07-23\|25.45\|6.62\|24.16\|25.45\|23.92\|51364;2026-07-24\|23.98\|-5.78\|25.30\|25.35\|23.98\|40774;2026-07-27\|25.25\|5.30\|23.79\|25.64\|23.77\|50473;2026-07-28\|25.99\|2.93\|25.60\|26.21\|25.33\|84014;2026-07-29\|28.59\|10.00\|28.59\|28.59\|28.59\|22737;2026-07-30\|31.45\|10.00\|31.45\|31.45\|31.45\|16622;2026-07-31\|34.60\|10.02\|34.60\|34.60\|33.66\|220278;2026-08-03\|38.06\|10.00\|38.06\|38.06\|37.51\|83186;2026-08-04\|41.87\|10.01\|41.87\|41.87\|38.82\|585186;2026-08-05\|44.76\|6.90\|43.06\|46.06\|41.26\|455662;2026-08-06\|49.24\|10.01\|48.87\|49.24\|47.28\|176242;2026-08-07\|54.16\|9.99\|53.26\|54.16\|50.20\|224850;2026-08-10\|59.58\|10.01\|58.00\|59.58\|56.00\|133901;2026-08-11\|58.61\|-1.63\|59.58\|59.58\|56.51\|222707;2026-08-12\|61.22\|4.45\|58.68\|61.88\|57.18\|199726;2026-08-13\|55.10\|-10.00\|60.30\|61.39\|55.10\|217077;2026-08-14\|56.74\|2.98\|55.00\|57.99\|53.01\|185638;2026-08-17\|56.78\|0.07\|56.79\|59.00\|55.32\|183360;2026-08-18\|58.50\|3.03\|56.99\|59.20\|56.80\|159856;2026-08-19\|56.00\|-4.27\|57.00\|60.00\|56.00\|174744;2026-08-20\|57.78\|3.18\|56.93\|57.90\|54.02\|168196;2026-08-21\|55.00\|-4.81\|55.50\|55.59\|52.00\|198463;2026-08-24\|54.86\|-0.25\|55.34\|56.00\|52.39\|134734;2026-08-25\|53.20\|-3.03\|55.01\|55.08\|52.88\|93726;2026-08-26\|54.96\|3.31\|53.20\|55.68\|53.20\|101503;2026-08-27\|58.81\|7.01\|54.70\|59.33\|54.33\|150635;2026-08-28\|58.69\|-0.20\|58.10\|61.00\|57.88\|121882;2026-08-31\|58.10\|-1.01\|58.30\|60.96\|57.21\|120218;2026-09-01\|61.77\|6.32\|58.46\|61.87\|57.68\|155356;2026-09-02\|60.15\|-2.62\|61.04\|61.27\|58.88\|117378;2026-09-03\|60.14\|-0.02\|59.70\|60.94\|57.21\|120851;2026-09-04\|66.15\|9.99\|62.00\|66.15\|61.34\|96607;2026-09-07\|71.05\|7.41\|67.00\|71.80\|65.01\|240110;2026-09-08\|64.15\|-9.71\|63.95\|66.78\|63.95\|248353
123076		控制权变更+高溢价转让+通信射频+新能源 1、据2026年8月3日公告，公司控股股东、实际控制人石伟平及相关方与深圳元启无限科技合伙企业签署《股份转让协议》，深圳元启拟受让公司22.4999%股份，交易完成后控股股东将变更为深圳元启，实控人变更为刘杨。本次股份转让价格为每股16.5812元，较停牌前股价溢价约90%，转让总价款约7.2亿元。 2、据2026年8月2日媒体报道及2026年8月3日公告，新实控人刘杨本科毕业于北京邮电大学通信工程专业，曾在华为技术有限公司通信领域拥有6年工作经验，将利用自身在通信行业的资源赋能上市公司市场拓展，推动产品结构升级。深圳元启承诺在股份过户后12个月内增持公司不低于5%股份。 3、据2026年7月15日互动易及2025年年报，公司主营射频金属元器件及结构件、滤波器、天线等器件，主要客户包括诺基亚。同时公司积极布局新能源领域，新能源结构件产品已与汇川技术、八达光电等客户建立合作，产品终端客户包括江淮汽车、极氪汽车等。	公司控股股东将变更为深圳元启	2026-04-30\|13.72\|0.81\|13.62\|13.82\|13.53\|39802;2026-05-06\|14.33\|4.45\|13.84\|14.45\|13.76\|79275;2026-05-07\|14.55\|1.54\|14.37\|14.79\|14.28\|92742;2026-05-08\|14.61\|0.76\|14.40\|14.70\|14.35\|59452;2026-05-11\|14.58\|-0.21\|14.80\|14.80\|14.40\|50137;2026-05-12\|14.31\|-1.85\|14.55\|14.68\|14.21\|48921;2026-05-13\|14.40\|0.63\|14.39\|14.54\|14.31\|41671;2026-05-14\|14.54\|0.97\|14.50\|14.80\|14.21\|89646;2026-05-15\|14.40\|-0.96\|14.63\|14.93\|14.08\|82393;2026-05-18\|15.03\|4.38\|14.69\|15.27\|14.42\|120258;2026-05-19\|15.17\|0.93\|14.90\|15.20\|14.73\|92117;2026-05-20\|15.16\|-0.07\|15.04\|15.98\|14.94\|105140;2026-05-21\|13.87\|-8.51\|14.96\|15.14\|13.79\|122760;2026-05-22\|14.15\|2.02\|13.95\|14.31\|13.68\|78507;2026-05-25\|13.79\|-2.54\|14.13\|14.43\|13.53\|63169;2026-05-26\|12.82\|-7.03\|13.80\|13.87\|12.65\|92832;2026-05-27\|12.41\|-3.20\|12.69\|12.95\|12.27\|72089;2026-05-28\|12.09\|-2.58\|12.30\|12.49\|11.74\|87357;2026-05-29\|11.53\|-4.63\|12.09\|12.29\|11.48\|77143;2026-06-01\|11.74\|1.82\|11.50\|12.14\|11.33\|80521;2026-06-02\|11.49\|-2.13\|11.86\|11.97\|11.35\|57914;2026-06-03\|11.70\|1.83\|11.57\|12.05\|11.51\|88639;2026-06-04\|11.42\|-2.39\|11.68\|11.94\|11.33\|60153;2026-06-05\|11.55\|1.14\|11.43\|11.78\|11.15\|58438;2026-06-08\|11.05\|-4.33\|11.31\|11.58\|10.82\|71376;2026-06-09\|11.29\|2.17\|11.22\|11.36\|10.99\|54241;2026-06-10\|11.04\|-2.21\|11.11\|11.20\|10.73\|45913;2026-06-11\|11.08\|0.36\|11.07\|11.32\|10.69\|63495;2026-06-12\|10.99\|-0.81\|11.25\|11.27\|10.93\|51663;2026-06-15\|10.98\|-0.09\|11.11\|11.28\|10.82\|51075;2026-06-16\|11.19\|1.91\|10.95\|11.29\|10.70\|55135;2026-06-17\|10.79\|-3.57\|11.16\|11.17\|10.73\|48689;2026-06-18\|10.81\|0.19\|10.68\|10.86\|10.53\|44546;2026-06-22\|11.35\|5.00\|10.80\|11.40\|10.31\|80493;2026-06-23\|11.50\|1.32\|11.28\|11.91\|11.12\|88311;2026-06-24\|10.90\|-5.22\|11.56\|11.56\|10.54\|74649;2026-06-25\|10.72\|-1.65\|10.91\|11.30\|10.58\|60521;2026-06-26\|10.27\|-4.20\|10.73\|10.74\|10.20\|55554;2026-06-29\|9.98\|-2.82\|10.28\|10.31\|9.71\|62988;2026-06-30\|10.03\|0.50\|9.97\|10.24\|9.81\|48058;2026-07-01\|10.30\|2.69\|10.05\|10.43\|9.97\|57850;2026-07-02\|9.91\|-3.79\|10.31\|10.48\|9.88\|55314;2026-07-03\|10.13\|2.22\|10.00\|10.25\|9.88\|61239;2026-07-06\|9.81\|-3.16\|10.01\|10.23\|9.70\|61188;2026-07-07\|9.57\|-2.45\|9.81\|10.17\|9.40\|54972;2026-07-08\|9.42\|-1.57\|9.59\|9.62\|9.27\|37123;2026-07-09\|9.44\|0.21\|9.40\|9.53\|9.08\|42395;2026-07-10\|9.67\|2.44\|9.35\|10.03\|9.31\|53264;2026-07-13\|9.08\|-6.10\|9.67\|9.72\|9.01\|49598;2026-07-14\|9.37\|3.19\|9.05\|9.39\|8.86\|49403;2026-07-15\|9.44\|0.75\|9.28\|9.58\|9.24\|35419;2026-07-16\|9.41\|-0.32\|9.24\|9.72\|9.05\|40247;2026-07-17\|8.80\|-6.48\|9.41\|9.63\|8.76\|54210;2026-07-20\|8.62\|-2.05\|8.84\|9.21\|8.36\|65956;2026-07-21\|8.62\|0.00\|8.54\|8.72\|7.84\|74538;2026-07-22\|8.40\|-2.55\|8.45\|8.66\|8.32\|47646;2026-07-23\|8.72\|3.81\|8.39\|8.73\|8.29\|46544;2026-07-24\|8.69\|-0.34\|8.61\|8.87\|8.46\|48544;2026-08-03\|10.43\|20.02\|10.43\|10.43\|10.43\|12671;2026-08-04\|12.52\|20.04\|12.52\|12.52\|12.52\|8435;2026-08-05\|15.02\|19.97\|15.02\|15.02\|15.02\|40861;2026-08-06\|18.02\|19.97\|18.01\|18.02\|17.60\|435440;2026-08-07\|17.19\|-4.61\|18.10\|18.57\|16.56\|537998;2026-08-10\|17.30\|0.64\|16.99\|17.80\|16.50\|414097;2026-08-11\|16.71\|-3.41\|16.50\|17.38\|16.00\|320354;2026-08-12\|19.00\|13.70\|16.98\|19.52\|16.68\|488907;2026-08-13\|17.30\|-8.95\|18.10\|18.32\|17.18\|404285;2026-08-14\|17.62\|1.85\|17.29\|17.75\|16.78\|283395;2026-08-17\|18.13\|2.89\|17.80\|18.46\|17.51\|298723;2026-08-18\|17.91\|-1.21\|18.14\|18.68\|17.17\|315950;2026-08-19\|15.59\|-12.95\|16.61\|17.25\|15.59\|260974;2026-08-20\|16.53\|6.03\|15.58\|16.80\|15.10\|283453;2026-08-21\|16.15\|-2.30\|18.09\|19.46\|16.00\|514319;2026-08-24\|16.80\|4.02\|16.76\|17.42\|15.14\|411498;2026-08-25\|16.03\|-4.58\|16.79\|17.43\|15.86\|359794;2026-08-26\|14.09\|-12.10\|15.74\|15.90\|13.91\|381369;2026-08-27\|14.95\|6.10\|14.13\|15.79\|14.03\|357864;2026-08-28\|14.85\|-0.67\|15.21\|15.40\|14.58\|233254;2026-08-31\|14.98\|0.88\|14.80\|15.23\|14.30\|173744;2026-09-01\|14.87\|-0.73\|15.20\|15.22\|14.50\|174139;2026-09-02\|14.50\|-2.49\|14.96\|15.15\|14.32\|135477;2026-09-03\|14.27\|-1.59\|15.02\|15.54\|13.86\|230179;2026-09-04\|13.90\|-2.59\|14.44\|14.54\|13.83\|200376;2026-09-07\|14.50\|4.32\|13.89\|14.60\|13.76\|159669;2026-09-08\|14.32\|-1.24\|14.55\|14.59\|14.19\|105719
123075		退市博弈+轻型输送带+新能源电池配件行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年4月8日风险提示公告，公司2025年第四季度新能源电池配件收入5,915.84万元可能被扣除，若扣除后营收低于3亿元将无法消除退市风险。 2、据2025年8月30日半年度报告，公司主营轻型输送带，同步齿形带技术已应用于汽车、太阳能等行业。 3、据2026年1月31日业绩预告，预计2025年净利润4,000万元，同比增552.18%，年报预约披露日为4月27日。	公司实控人拟转让29.99%股份，控股股东变更为上海誉升	2026-04-30\|21.21\|5.00\|21.21\|21.21\|21.21\|2620;2026-05-06\|22.27\|5.00\|22.27\|22.27\|21.25\|40883;2026-05-07\|23.38\|4.98\|22.00\|23.38\|21.91\|16690;2026-05-08\|24.55\|5.00\|23.94\|24.55\|23.94\|6267;2026-05-11\|25.78\|5.01\|25.78\|25.78\|25.35\|18771;2026-05-12\|27.07\|5.00\|27.07\|27.07\|27.07\|4593;2026-05-13\|25.91\|-4.29\|28.05\|28.09\|25.72\|50329;2026-05-14\|25.57\|-1.31\|25.91\|26.64\|24.80\|27083;2026-05-15\|25.75\|0.70\|25.49\|25.90\|24.76\|22103;2026-05-18\|27.04\|5.01\|26.57\|27.04\|25.81\|22883;2026-05-19\|25.69\|-4.99\|26.01\|26.42\|25.69\|17388;2026-05-20\|24.41\|-4.98\|24.41\|24.41\|24.41\|6283;2026-05-21\|24.42\|0.04\|23.58\|25.40\|23.58\|27712;2026-05-22\|24.56\|0.57\|24.33\|25.34\|24.18\|15566;2026-05-25\|23.42\|-4.64\|24.60\|25.27\|23.33\|27085;2026-05-26\|23.50\|0.34\|23.65\|24.59\|22.68\|21136;2026-05-27\|23.83\|1.40\|23.90\|23.90\|22.90\|19310;2026-05-28\|25.02\|4.99\|24.46\|25.02\|23.33\|15748;2026-05-29\|24.95\|-0.28\|25.60\|26.27\|24.22\|26519;2026-06-01\|24.30\|-2.61\|25.48\|25.91\|24.01\|12173;2026-06-02\|24.14\|-0.66\|23.90\|24.25\|23.33\|9197;2026-06-03\|23.11\|-4.27\|23.90\|24.37\|23.11\|9994;2026-06-04\|23.05\|-0.26\|23.15\|23.51\|22.20\|9112;2026-06-05\|22.48\|-2.47\|24.10\|24.10\|22.30\|8372;2026-06-08\|22.46\|-0.09\|21.92\|23.24\|21.36\|7549;2026-06-09\|22.47\|0.04\|22.50\|23.00\|21.83\|9790;2026-06-10\|23.36\|3.96\|22.48\|23.58\|22.48\|12302;2026-06-11\|23.16\|-0.86\|23.36\|24.00\|22.98\|8268;2026-06-12\|23.10\|-0.26\|23.17\|23.65\|22.88\|4416;2026-06-15\|24.26\|5.02\|23.55\|24.26\|23.20\|8497;2026-06-16\|24.81\|2.27\|25.47\|25.47\|24.20\|13089;2026-06-17\|26.05\|5.00\|25.31\|26.05\|24.50\|15613;2026-06-18\|27.35\|4.99\|27.35\|27.35\|26.81\|24072;2026-06-22\|25.98\|-5.01\|27.24\|27.24\|25.98\|23293;2026-06-23\|24.68\|-5.00\|25.86\|25.87\|24.68\|12014;2026-06-24\|24.00\|-2.76\|25.44\|25.44\|23.51\|9393;2026-06-25\|23.80\|-0.83\|24.00\|24.30\|23.50\|5025;2026-06-26\|23.22\|-2.44\|23.58\|23.82\|22.72\|6209;2026-06-29\|24.38\|5.00\|23.00\|24.38\|22.23\|9529;2026-07-01\|24.90\|2.13\|26.82\|26.82\|23.56\|47745;2026-07-02\|27.39\|10.00\|24.80\|27.39\|23.66\|31239;2026-07-03\|30.13\|10.00\|28.00\|30.13\|27.70\|69846;2026-07-06\|30.68\|1.83\|30.05\|33.14\|29.81\|134405;2026-07-14\|33.75\|10.01\|33.75\|33.75\|33.75\|6149;2026-07-15\|37.13\|10.01\|37.13\|37.13\|37.13\|1041;2026-07-16\|40.84\|9.99\|40.84\|40.84\|40.84\|1474;2026-07-17\|44.92\|9.99\|44.92\|44.92\|44.92\|2736;2026-07-20\|40.43\|-10.00\|49.41\|49.41\|40.43\|209293;2026-07-21\|36.39\|-9.99\|36.39\|38.00\|36.39\|54857;2026-07-22\|40.03\|10.00\|34.00\|40.03\|33.90\|164803;2026-07-23\|42.09\|5.15\|40.62\|43.50\|39.80\|142709;2026-07-24\|46.30\|10.00\|40.88\|46.30\|40.88\|157511;2026-07-27\|47.91\|3.48\|45.50\|49.38\|41.67\|152819;2026-07-28\|52.70\|10.00\|46.00\|52.70\|45.01\|152254;2026-07-29\|57.97\|10.00\|54.71\|57.97\|51.64\|176858;2026-07-30\|56.20\|-3.05\|55.20\|62.76\|53.05\|172826;2026-07-31\|52.90\|-5.87\|50.60\|58.00\|50.60\|150160;2026-08-03\|48.90\|-7.56\|52.89\|52.89\|47.70\|123530;2026-08-04\|53.79\|10.00\|48.97\|53.79\|48.60\|106330;2026-08-05\|56.22\|4.52\|53.80\|56.60\|52.35\|150793;2026-08-06\|53.70\|-4.48\|55.67\|55.99\|51.50\|125519;2026-08-07\|53.83\|0.24\|53.95\|54.20\|50.71\|100915;2026-08-10\|59.21\|9.99\|53.00\|59.21\|52.08\|150923;2026-08-11\|56.88\|-3.94\|58.03\|62.99\|55.61\|166889;2026-08-12\|56.35\|-0.93\|55.75\|57.95\|53.48\|119046;2026-08-13\|53.69\|-4.72\|55.66\|55.95\|52.25\|123614;2026-08-14\|52.91\|-1.31\|53.03\|53.99\|50.66\|81729;2026-08-17\|58.20\|10.00\|53.97\|58.20\|53.97\|93890;2026-08-18\|64.02\|10.00\|59.95\|64.02\|59.88\|75508;2026-08-19\|67.99\|6.20\|65.00\|70.30\|61.11\|188219;2026-08-20\|74.79\|10.00\|67.90\|74.79\|67.20\|132228;2026-08-21\|80.78\|8.01\|77.10\|82.27\|73.00\|181287;2026-08-24\|72.80\|-9.88\|80.21\|80.21\|72.70\|145059;2026-08-25\|74.62\|2.50\|74.62\|78.88\|70.03\|131213;2026-08-26\|73.20\|-1.90\|73.71\|78.35\|73.20\|114251;2026-08-27\|80.52\|10.00\|74.66\|80.52\|72.46\|84427;2026-08-28\|83.43\|3.61\|83.00\|88.55\|80.76\|140016;2026-08-31\|85.83\|2.88\|84.26\|88.00\|81.12\|112496;2026-09-01\|82.80\|-3.53\|85.01\|85.80\|81.00\|94119;2026-09-02\|75.00\|-9.42\|80.30\|82.80\|74.66\|105426;2026-09-03\|68.59\|-8.55\|75.28\|76.50\|67.50\|109193;2026-09-04\|68.62\|0.04\|67.92\|73.16\|66.22\|104823;2026-09-07\|67.26\|-1.98\|69.75\|70.00\|66.06\|79389;2026-09-08\|73.99\|10.01\|67.26\|73.99\|65.98\|96811
123074	国常会核准辽宁庄河一期工程等四个核电项目，总投资将超过1700亿元	钨全产业链+一季报增长+福建国资行业原因：据上海证券报6月22日报道，章源钨业上调6月下半月长单采购报价，机构预计在供给受限及光伏钨丝、机器人等新兴需求驱动下，钨供需缺口将持续扩大，钨价中枢有望提升。公司原因： 1、据2026年4月24日年报及2026年5月15日投资者活动记录表，公司拥有前端钨矿山采选、中端冶炼及后端硬质合金、钨钼丝材和切削工具等深加工的完整产业链，现有在产三家钨矿企业钨精矿年产量约12,000吨。 2、据2026年4月24日一季报，2026年一季度公司钨钼业务实现利润总额17.63亿元，同比增长238.82%；公司实现归属净利润11.07亿元，同比增加189.14%。 3、据2025年年度报告，公司最终控制人为福建省人民政府国有资产监督管理委员会。	1、公司是国内首家具备核聚变装置用ITER偏滤器钨探针组件研发和生产能力的企业，具备大尺寸ITER级钨材料的精密机加工成型能力，可满足EAST、ITER等不同磁约束聚变装置部件的高标准需求，为ITER等国内外聚变客户提供多款钨产品及部件； 2、公司为国家六大稀土集团之一，完成了对福建省的稀土资源整合；拥有完整的钨产业链，在钨矿开采、钨冶炼、钨粉末、钨丝材和硬质合金深加工领域拥有较为突出的竞争优势	2026-04-30\|57.78\|-2.84\|58.50\|60.07\|57.40\|692325;2026-05-06\|59.71\|3.34\|57.60\|60.10\|56.10\|795273;2026-05-07\|59.80\|0.15\|60.05\|60.83\|59.17\|664880;2026-05-08\|58.74\|-1.77\|58.90\|59.68\|57.87\|540696;2026-05-11\|59.42\|1.16\|58.79\|59.92\|58.04\|609843;2026-05-12\|57.84\|-2.66\|59.67\|59.78\|57.20\|522581;2026-05-13\|58.89\|1.82\|57.40\|59.84\|57.38\|636341;2026-05-14\|55.12\|-6.40\|58.28\|58.30\|55.11\|696027;2026-05-15\|53.40\|-3.12\|55.00\|55.28\|53.11\|527997;2026-05-18\|53.46\|0.11\|52.68\|54.49\|51.99\|397593;2026-05-19\|51.08\|-4.45\|53.46\|53.47\|50.39\|496770;2026-05-20\|50.89\|-0.37\|50.30\|51.73\|49.30\|562870;2026-05-21\|50.16\|-1.43\|51.68\|53.10\|50.01\|531728;2026-05-22\|52.04\|3.75\|50.19\|52.56\|50.19\|509807;2026-05-25\|51.90\|-0.27\|53.08\|53.35\|51.45\|405168;2026-05-26\|53.95\|3.95\|51.10\|53.99\|50.90\|657205;2026-05-27\|51.56\|-4.43\|54.00\|54.22\|51.15\|509430;2026-05-28\|52.40\|1.63\|51.24\|53.15\|50.40\|434164;2026-05-29\|54.37\|3.76\|53.21\|56.17\|51.30\|978319;2026-06-01\|52.85\|-2.80\|55.56\|57.07\|52.75\|683192;2026-06-02\|55.81\|5.60\|53.00\|56.18\|51.47\|788300;2026-06-03\|60.01\|7.53\|55.85\|61.30\|55.58\|1312809;2026-06-04\|63.73\|6.20\|60.02\|63.98\|58.10\|1268020;2026-06-05\|61.73\|-3.14\|63.00\|65.90\|61.52\|1167967;2026-06-08\|59.37\|-3.82\|58.90\|63.12\|57.00\|834086;2026-06-09\|63.93\|7.68\|60.80\|64.00\|59.51\|863357;2026-06-10\|63.75\|-0.28\|63.10\|66.27\|61.90\|888347;2026-06-11\|67.44\|6.46\|64.51\|68.60\|63.76\|1190760;2026-06-12\|64.80\|-3.91\|69.00\|70.13\|64.53\|1641505;2026-06-15\|71.28\|10.00\|66.10\|71.28\|65.50\|1158988;2026-06-16\|78.41\|10.00\|74.00\|78.41\|73.81\|623654;2026-06-17\|80.84\|3.10\|80.00\|82.89\|76.80\|1665609;2026-06-18\|85.91\|6.27\|78.12\|88.90\|76.50\|1555385;2026-06-22\|94.50\|10.00\|88.92\|94.50\|88.88\|1084641;2026-06-23\|85.43\|-9.60\|96.85\|96.85\|85.05\|1249553;2026-06-24\|83.03\|-2.81\|84.53\|85.97\|81.18\|1139451;2026-06-25\|85.86\|3.41\|83.50\|87.50\|81.55\|960441;2026-06-26\|84.50\|-1.58\|87.00\|89.68\|83.62\|936733;2026-06-29\|83.86\|-0.76\|84.46\|87.60\|80.35\|868396;2026-06-30\|85.20\|1.60\|82.62\|87.48\|82.62\|788000;2026-07-01\|84.90\|-0.35\|86.05\|89.00\|83.08\|860265;2026-07-02\|82.15\|-3.24\|79.00\|88.44\|76.63\|1029992;2026-07-03\|75.05\|-8.64\|81.20\|81.90\|74.88\|935687;2026-07-06\|70.84\|-5.61\|74.68\|76.96\|70.00\|900111;2026-07-07\|66.42\|-6.24\|69.23\|71.43\|66.05\|616591;2026-07-08\|63.49\|-4.41\|66.69\|67.54\|63.22\|510952;2026-07-09\|64.71\|1.92\|63.59\|64.71\|60.45\|607960;2026-07-10\|63.35\|-2.10\|64.00\|67.66\|63.16\|647140;2026-07-13\|59.14\|-6.65\|62.11\|63.60\|58.36\|549729;2026-07-14\|62.57\|5.80\|59.02\|62.83\|58.57\|575083;2026-07-15\|58.08\|-7.18\|63.50\|63.60\|57.71\|565255;2026-07-16\|55.67\|-4.15\|56.03\|58.20\|55.10\|431495;2026-07-17\|51.27\|-7.90\|55.12\|56.00\|50.68\|475820;2026-07-20\|47.15\|-8.04\|52.31\|52.96\|46.14\|651930;2026-07-21\|50.18\|6.43\|47.15\|50.39\|43.04\|842189;2026-07-22\|49.56\|-1.24\|49.76\|51.67\|48.90\|622174;2026-07-23\|50.27\|1.43\|50.23\|51.15\|49.26\|519926;2026-07-24\|48.39\|-3.74\|49.23\|50.66\|48.10\|428511;2026-07-27\|50.20\|3.74\|49.11\|50.33\|47.75\|450131;2026-07-28\|46.99\|-6.39\|49.00\|49.98\|46.83\|438642;2026-07-29\|47.37\|0.81\|47.00\|48.07\|45.01\|541512;2026-07-30\|45.00\|-5.00\|47.35\|48.12\|44.25\|512587;2026-07-31\|47.05\|4.56\|47.14\|48.87\|46.81\|638552;2026-08-03\|46.42\|-1.34\|46.97\|47.45\|45.88\|410378;2026-08-04\|49.38\|6.38\|46.65\|49.71\|46.44\|661915;2026-08-05\|53.72\|8.79\|49.72\|54.27\|49.68\|1111762;2026-08-06\|57.47\|6.98\|55.87\|58.28\|54.00\|1446573;2026-08-07\|58.03\|0.97\|55.99\|59.48\|54.60\|1247284;2026-08-10\|59.95\|3.31\|58.73\|63.00\|55.52\|1161948;2026-08-11\|56.41\|-5.90\|58.00\|58.47\|56.30\|754671;2026-08-12\|56.37\|-0.07\|56.04\|57.97\|55.35\|614328;2026-08-13\|54.71\|-2.94\|56.73\|57.29\|54.60\|609214;2026-08-14\|56.44\|3.16\|54.72\|56.50\|54.39\|534570;2026-08-17\|58.40\|3.47\|56.58\|58.47\|56.30\|645539;2026-08-18\|58.11\|-0.50\|57.88\|60.38\|57.51\|675317;2026-08-19\|53.70\|-7.59\|56.20\|57.17\|53.55\|629941;2026-08-20\|53.29\|-0.76\|55.00\|55.20\|52.54\|459753;2026-08-21\|55.58\|4.30\|53.82\|56.19\|53.29\|598764;2026-08-24\|53.93\|-2.97\|56.26\|56.28\|52.76\|591538;2026-08-25\|52.39\|-2.86\|52.60\|53.25\|51.06\|452907;2026-08-26\|52.62\|0.44\|52.70\|54.20\|52.18\|422788;2026-08-27\|54.80\|4.14\|52.10\|54.89\|52.10\|551069;2026-08-28\|54.59\|-0.38\|54.79\|55.90\|53.86\|478838;2026-08-31\|53.92\|-1.23\|52.82\|54.05\|52.18\|421311;2026-09-01\|51.68\|-4.15\|53.53\|54.26\|51.68\|453708;2026-09-02\|50.00\|-3.25\|50.66\|50.70\|49.50\|369483;2026-09-03\|50.63\|1.26\|50.58\|50.78\|49.68\|283179;2026-09-04\|48.79\|-3.63\|51.10\|51.27\|48.50\|365678;2026-09-07\|50.30\|3.09\|49.58\|50.58\|49.22\|337232;2026-09-08\|49.87\|-0.85\|50.36\|50.90\|49.60\|264731
123073	国常会核准辽宁庄河一期工程等四个核电项目，总投资将超过1700亿元	核电模块+回购+员工持股行业原因：据中国能源网报道，7月31日，经国务院常务会议审议，决定核准辽宁庄河一期工程等四个核电项目，合计8台机组，经估算，上述新获批项目的总投资将超过1700亿元；中国广核、中国核电及电投产融于7月31日晚相继披露上述8台机组建设的核准公告。公司原因： 1、据2026年5月8日业绩说明会，公司2025年3月中标中广核宁德二期模块建造安装工程项目，目前正按计划推进。 2、据2026年8月1日公告，公司于7月30日审议通过回购方案，拟以3000万至6000万元回购股份用于维护公司价值及股东权益，并于8月1日首次回购1.20万股。 3、据2026年7月31日公告，公司发布第二期员工持股计划草案，覆盖不超过160名员工，以2025年净利润为基数，考核2027至2029年净利润增长率目标值分别为20%、40%、60%。	1、公司的核电气体分离装置，用于核电制氦，为国际热核聚变实验堆辅助装备之一；承接的核电气体分离装置用于核电制氦，是热核聚变实验堆辅助装备之一； 2、制氢模块是公司的产品之一，应用于获取高纯度氢气	2026-04-30\|17.49\|0.69\|17.06\|17.60\|17.06\|37038;2026-05-06\|18.02\|3.03\|17.52\|18.29\|17.43\|57186;2026-05-07\|18.84\|4.55\|18.03\|18.92\|17.99\|59387;2026-05-08\|19.35\|2.71\|18.84\|19.64\|18.42\|78760;2026-05-11\|19.79\|2.27\|19.35\|20.26\|19.02\|80545;2026-05-12\|19.20\|-2.98\|19.72\|20.15\|19.07\|65386;2026-05-13\|19.10\|-0.52\|19.30\|19.55\|19.06\|56347;2026-05-14\|19.12\|0.10\|19.45\|19.50\|18.83\|44224;2026-05-15\|19.53\|2.14\|19.13\|20.25\|18.97\|72415;2026-05-18\|19.27\|-1.33\|19.26\|19.90\|19.06\|53880;2026-05-19\|19.29\|0.10\|19.50\|19.68\|19.02\|41165;2026-05-20\|18.64\|-3.37\|19.29\|19.44\|18.52\|71898;2026-05-21\|16.92\|-9.23\|18.50\|18.50\|16.80\|162305;2026-05-22\|16.44\|-2.84\|16.52\|17.00\|15.83\|126317;2026-05-25\|15.88\|-3.41\|16.47\|16.56\|15.70\|81321;2026-05-26\|15.88\|0.00\|15.80\|15.93\|15.30\|71142;2026-05-27\|17.47\|10.01\|15.70\|17.47\|15.70\|105880;2026-05-28\|16.52\|-5.44\|17.00\|17.22\|16.45\|205540;2026-05-29\|15.01\|-9.14\|16.61\|16.62\|14.92\|153357;2026-06-01\|15.31\|2.00\|15.15\|15.61\|14.81\|90058;2026-06-02\|15.49\|1.18\|15.30\|15.70\|14.88\|74335;2026-06-03\|15.12\|-2.39\|15.34\|15.59\|14.90\|53102;2026-06-04\|14.81\|-2.05\|15.09\|15.48\|14.61\|54774;2026-06-05\|14.62\|-1.28\|14.91\|14.91\|14.40\|50446;2026-06-08\|14.28\|-2.33\|14.44\|14.46\|13.98\|53430;2026-06-09\|14.57\|2.03\|14.41\|14.63\|14.16\|50997;2026-06-10\|14.27\|-1.72\|14.45\|14.50\|14.11\|37830;2026-06-11\|14.13\|-0.98\|14.08\|14.53\|13.89\|72221;2026-06-12\|13.62\|-3.61\|14.10\|14.30\|13.60\|85756;2026-06-15\|13.85\|1.69\|13.50\|14.10\|13.25\|136613;2026-06-16\|13.41\|-3.18\|13.74\|13.78\|13.30\|99435;2026-06-17\|14.14\|5.44\|13.36\|14.68\|13.12\|281901;2026-06-18\|14.22\|0.57\|14.05\|15.38\|14.03\|277490;2026-06-22\|15.15\|6.54\|14.77\|15.33\|14.06\|236231;2026-06-23\|16.67\|10.03\|15.29\|16.67\|15.25\|163924;2026-06-24\|16.29\|-2.28\|16.97\|16.97\|15.52\|305535;2026-06-25\|15.35\|-5.77\|16.20\|16.50\|15.31\|174879;2026-06-26\|15.36\|0.07\|15.57\|16.40\|15.35\|178835;2026-06-29\|15.06\|-1.95\|15.37\|15.88\|14.58\|152685;2026-06-30\|16.10\|6.91\|14.98\|16.29\|14.80\|224980;2026-07-01\|16.80\|4.35\|15.98\|16.90\|15.87\|178361;2026-07-02\|17.50\|4.17\|16.49\|17.91\|16.49\|173438;2026-07-03\|17.60\|0.57\|17.50\|18.15\|17.31\|104566;2026-07-06\|16.18\|-8.07\|17.58\|17.58\|16.10\|109167;2026-07-07\|16.16\|-0.12\|16.18\|16.52\|15.80\|89655;2026-07-08\|15.93\|-1.42\|16.17\|16.29\|15.60\|66263;2026-07-09\|16.18\|1.57\|15.77\|16.60\|15.38\|103829;2026-07-10\|16.05\|-0.80\|15.78\|16.42\|15.78\|96032;2026-07-13\|15.00\|-6.54\|15.67\|16.00\|14.95\|75254;2026-07-14\|15.20\|1.33\|15.00\|15.45\|14.85\|46294;2026-07-15\|14.83\|-2.43\|15.23\|15.23\|14.70\|42255;2026-07-16\|14.46\|-2.49\|14.80\|15.06\|14.30\|37113;2026-07-17\|13.76\|-4.84\|14.40\|14.50\|13.30\|97083;2026-07-20\|13.32\|-3.20\|13.73\|13.99\|13.20\|69773;2026-07-21\|13.40\|0.60\|13.30\|13.46\|11.99\|141584;2026-07-22\|12.86\|-4.03\|13.27\|13.33\|12.70\|65196;2026-07-23\|12.71\|-1.17\|12.88\|13.04\|12.62\|48708;2026-07-24\|12.25\|-3.62\|12.65\|12.82\|12.22\|44478;2026-07-27\|13.38\|9.22\|12.30\|13.40\|12.16\|75904;2026-07-28\|13.15\|-1.72\|13.14\|13.65\|13.10\|57281;2026-07-29\|12.94\|-1.60\|13.09\|13.26\|12.67\|46892;2026-07-30\|12.80\|-1.08\|12.90\|13.26\|12.69\|49488;2026-07-31\|13.09\|2.27\|12.90\|13.45\|12.90\|51286;2026-08-03\|14.40\|10.01\|14.38\|14.40\|14.38\|33597;2026-08-04\|15.84\|10.00\|15.84\|15.84\|15.84\|22756;2026-08-05\|15.87\|0.19\|17.25\|17.25\|14.88\|344210;2026-08-06\|14.87\|-6.30\|15.04\|15.24\|14.80\|224043;2026-08-07\|15.04\|1.14\|14.85\|15.29\|14.16\|223311;2026-08-10\|14.96\|-0.53\|14.70\|15.37\|14.50\|123248;2026-08-11\|15.13\|1.14\|15.70\|15.88\|14.90\|134733;2026-08-12\|15.02\|-0.73\|14.91\|15.15\|14.74\|90119;2026-08-13\|14.30\|-4.79\|14.87\|14.88\|14.28\|110706;2026-08-14\|14.39\|0.63\|14.44\|14.74\|14.13\|65798;2026-08-17\|14.60\|1.46\|14.34\|14.64\|14.05\|79442;2026-08-18\|14.53\|-0.48\|14.43\|15.28\|14.40\|73147;2026-08-19\|14.73\|1.38\|14.48\|15.16\|14.31\|105602;2026-08-20\|15.40\|4.55\|14.60\|15.50\|14.50\|177978;2026-08-21\|14.63\|-5.00\|15.25\|15.38\|14.35\|113801;2026-08-24\|14.87\|1.64\|14.52\|15.31\|14.50\|98801;2026-08-25\|14.50\|-2.49\|14.51\|14.84\|14.08\|78395;2026-08-26\|14.51\|0.07\|14.51\|15.10\|14.48\|62639;2026-08-27\|14.81\|2.07\|14.30\|14.89\|14.30\|75575;2026-08-28\|14.70\|-0.74\|14.88\|15.79\|14.64\|176807;2026-08-31\|14.34\|-2.45\|14.30\|14.61\|14.16\|108321;2026-09-01\|14.58\|1.67\|14.45\|14.69\|14.26\|64248;2026-09-02\|15.34\|5.21\|14.45\|15.65\|14.45\|193294;2026-09-03\|16.52\|7.69\|15.50\|16.72\|15.50\|225827;2026-09-04\|16.05\|-2.85\|16.58\|16.59\|15.97\|115220;2026-09-07\|16.34\|1.81\|16.15\|16.45\|15.90\|109365;2026-09-08\|16.48\|0.86\|16.30\|16.55\|16.11\|53571
123072	国常会核准辽宁庄河一期工程等四个核电项目，总投资将超过1700亿元	数据中心+干式变压器+电网设备+控股权变更行业原因： 1、杰瑞股份披露再签近百亿元北美超大燃气轮机发电机组订单，今日一字涨停。GE Vernova昨晚披露燃机订单规模再创新高。华泰证券此前指出，看好全球数据中心带动海外缺电主线延续。 2、国家电网2026年特高压及输变电设备第三次招标结果落地。中信证券研报表示，特高压年内前三批采购金额已超过2025年全年。公司原因： 1、据2026年4月16日年报，公司是国内干式变压器领域的市场开拓者，产品在新能源、数据中心、核电等高端特种应用领域较具优势，主导或参与制定国家及行业标准超50项。 2、据2026年4月28日投资者关系活动记录表，公司依托在变压器及配电设备领域的长期技术积累，针对AI算力中心、超大型数据中心对供电可靠性及能效的要求，开展前瞻性技术研究及产品研发，持续完善适配高端算力场景的供电解决方案。 3、据2026年5月8日及6月18日公告，公司第一大股东蕙富博衍所持17.37%股份被司法拍卖，若成交可能导致公司控股股东、实际控制人发生变更，该股份于6月17日因无人出价已流拍，后续是否会再次被拍卖尚存在不确定性。	1、公司是国内干式变压器领域的市场开拓者，尤其在核电等高端特种应用领域较具优势，可为核电站提供安全级干式变压器，累计取得了超过30个核电项目的供货订单 2、全资子公司顺特电气设备有限公司产品广泛用于智能电网建设，干式变压器、开关柜等产品应用于数据中心基础设施建设等领域	2026-04-30\|12.63\|-3.95\|13.00\|13.13\|12.51\|569688;2026-05-06\|13.34\|5.62\|12.80\|13.40\|12.73\|675453;2026-05-07\|13.93\|4.42\|13.66\|14.00\|13.35\|678641;2026-05-08\|13.44\|-3.52\|13.92\|13.92\|13.28\|621290;2026-05-11\|13.27\|-1.26\|13.68\|13.82\|13.15\|574830;2026-05-12\|13.43\|1.21\|13.20\|13.77\|13.03\|672037;2026-05-13\|14.77\|9.98\|13.30\|14.77\|13.25\|873393;2026-05-14\|14.35\|-2.84\|15.03\|15.35\|14.35\|1446161;2026-05-15\|13.63\|-5.02\|14.36\|14.49\|13.50\|794929;2026-05-18\|13.34\|-2.13\|13.57\|13.87\|13.18\|511714;2026-05-19\|13.70\|2.70\|13.42\|14.35\|13.14\|635264;2026-05-20\|12.90\|-5.84\|13.71\|13.85\|12.84\|600149;2026-05-21\|12.11\|-6.12\|12.81\|12.98\|12.08\|569319;2026-05-22\|12.32\|1.73\|12.29\|12.37\|12.02\|294898;2026-05-25\|12.31\|-0.08\|12.45\|12.72\|12.21\|300084;2026-05-26\|11.84\|-3.82\|12.19\|12.19\|11.60\|373553;2026-05-27\|11.65\|-1.60\|11.74\|12.05\|11.55\|334947;2026-05-28\|12.03\|3.26\|11.75\|12.09\|11.60\|354841;2026-05-29\|11.54\|-4.07\|12.20\|12.20\|11.45\|368281;2026-06-01\|12.69\|9.97\|11.99\|12.69\|11.80\|528233;2026-06-02\|12.18\|-4.02\|12.69\|12.69\|11.80\|656410;2026-06-03\|11.82\|-2.96\|12.17\|12.17\|11.70\|455949;2026-06-04\|11.56\|-2.20\|11.66\|11.82\|11.36\|339728;2026-06-05\|11.31\|-2.16\|11.58\|11.67\|11.24\|274150;2026-06-08\|10.85\|-4.07\|10.95\|11.26\|10.70\|268769;2026-06-09\|11.08\|2.12\|11.00\|11.15\|10.80\|241055;2026-06-10\|10.70\|-3.43\|10.96\|10.96\|10.53\|258883;2026-06-11\|10.53\|-1.59\|10.56\|10.68\|10.39\|262031;2026-06-12\|10.69\|1.52\|10.70\|10.86\|10.53\|221025;2026-06-15\|11.09\|3.74\|10.78\|11.14\|10.78\|246380;2026-06-16\|11.24\|1.35\|11.05\|11.40\|10.81\|300930;2026-06-17\|10.75\|-4.36\|11.15\|11.24\|10.68\|339502;2026-06-18\|10.39\|-3.35\|10.63\|10.63\|10.30\|291914;2026-06-22\|10.68\|2.79\|10.40\|10.78\|10.26\|346688;2026-06-23\|10.38\|-2.81\|10.62\|10.75\|10.33\|231828;2026-06-24\|10.26\|-1.16\|10.30\|10.36\|10.02\|210189;2026-06-25\|9.98\|-2.73\|10.17\|10.29\|9.92\|233198;2026-06-26\|9.56\|-4.21\|10.01\|10.30\|9.53\|263404;2026-06-29\|9.45\|-1.15\|9.51\|9.80\|9.29\|247417;2026-06-30\|9.51\|0.63\|9.40\|9.55\|9.28\|196533;2026-07-01\|9.53\|0.21\|9.56\|9.66\|9.32\|258180;2026-07-02\|9.30\|-2.41\|9.46\|9.72\|9.27\|241737;2026-07-03\|9.46\|1.72\|9.38\|9.62\|9.31\|207539;2026-07-06\|9.22\|-2.54\|9.59\|9.82\|9.20\|231196;2026-07-07\|8.87\|-3.80\|9.10\|9.28\|8.84\|203226;2026-07-08\|8.61\|-2.93\|8.87\|8.92\|8.61\|171580;2026-07-09\|8.77\|1.86\|8.67\|8.80\|8.32\|215526;2026-07-10\|8.90\|1.48\|8.74\|9.14\|8.70\|226057;2026-07-13\|8.37\|-5.96\|8.82\|8.95\|8.36\|177187;2026-07-14\|8.46\|1.08\|8.38\|8.47\|8.11\|172650;2026-07-15\|8.38\|-0.95\|8.40\|8.69\|8.34\|150311;2026-07-16\|8.26\|-1.43\|8.39\|8.52\|8.22\|166088;2026-07-17\|7.97\|-3.51\|8.25\|8.39\|7.89\|244770;2026-07-20\|7.83\|-1.76\|7.91\|8.25\|7.69\|281051;2026-07-21\|7.95\|1.53\|7.83\|7.95\|7.26\|299246;2026-07-22\|7.89\|-0.75\|7.85\|8.12\|7.82\|206287;2026-07-23\|8.68\|10.01\|7.89\|8.68\|7.88\|286566;2026-07-24\|9.55\|10.02\|9.55\|9.55\|9.55\|82823;2026-07-27\|10.51\|10.05\|10.09\|10.51\|10.08\|651496;2026-07-28\|11.56\|9.99\|11.56\|11.56\|10.20\|1922955;2026-07-29\|12.13\|4.93\|10.78\|12.72\|10.78\|2218122;2026-07-30\|10.92\|-9.98\|11.52\|12.00\|10.92\|1404204;2026-07-31\|10.41\|-4.67\|9.83\|10.76\|9.83\|1361518;2026-08-03\|11.45\|9.99\|10.88\|11.45\|10.29\|1155996;2026-08-04\|12.60\|10.04\|11.98\|12.60\|11.71\|1369798;2026-08-05\|12.70\|0.79\|12.60\|13.07\|12.20\|2055296;2026-08-06\|12.12\|-4.57\|12.69\|12.75\|11.94\|1301368;2026-08-07\|12.13\|0.08\|11.99\|12.20\|11.62\|1014236;2026-08-10\|12.65\|4.29\|12.07\|12.73\|12.02\|1634239;2026-08-11\|12.87\|1.74\|12.01\|13.50\|12.01\|1645300;2026-08-12\|12.68\|-1.48\|12.77\|12.87\|12.20\|1140727;2026-08-13\|12.32\|-2.84\|12.71\|13.21\|12.31\|1328956;2026-08-14\|11.58\|-6.01\|12.16\|12.24\|11.30\|1093207;2026-08-17\|12.11\|4.58\|11.73\|12.74\|11.44\|1260037;2026-08-18\|11.65\|-3.80\|12.30\|12.38\|11.50\|888528;2026-08-19\|10.80\|-7.30\|11.30\|11.44\|10.79\|614114;2026-08-20\|10.83\|0.28\|11.19\|11.50\|10.77\|446936;2026-08-21\|10.72\|-1.02\|10.79\|10.83\|10.50\|340654;2026-08-24\|10.58\|-1.31\|10.71\|10.79\|10.39\|329219;2026-08-25\|10.55\|-0.28\|10.50\|10.60\|10.29\|314461;2026-08-26\|11.61\|10.05\|10.55\|11.61\|10.50\|788679;2026-08-27\|11.66\|0.43\|11.26\|11.82\|11.13\|1118720;2026-08-28\|11.84\|1.54\|11.56\|12.16\|11.45\|1037540;2026-08-31\|11.73\|-0.93\|11.76\|11.86\|11.52\|565027;2026-09-01\|11.81\|0.68\|11.70\|11.92\|11.58\|514227;2026-09-02\|11.88\|0.59\|11.69\|12.12\|11.66\|660335;2026-09-03\|11.71\|-1.43\|11.88\|12.27\|11.51\|658202;2026-09-04\|12.05\|2.90\|11.77\|12.54\|11.62\|1009267;2026-09-07\|12.00\|-0.41\|12.07\|12.27\|11.73\|664143;2026-09-08\|11.83\|-1.42\|11.99\|12.03\|11.74\|493020
123071		TGV封装+PCB+BC电池+H股上市行业原因：台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。公司原因： 1、据2026年4月13日投资者关系活动记录表，公司TGV激光微孔设备已完成面板级玻璃基板通孔设备出货，实现晶圆级与面板级TGV封装激光技术全覆盖。 2、据2026年4月13日投资者关系活动记录表，公司与多家头部企业合作，迅速推进PCB超快激光精密加工设备研发项目。 3、据2026年4月13日投资者关系活动记录表，预计未来几年BC产能将持续增长，短期新增产能受行业政策等多方因素影响，2026年BC预计有40-50GW的新增/改扩产需求， 4、据2026年4月3日公告，公司拟发行H股并在香港联交所主板挂牌上市，以推进国际化战略。	光伏激光设备龙头；公司TGV激光微孔设备已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激光技术的全面覆盖	2026-04-30\|104.60\|-2.72\|109.01\|109.98\|102.96\|103949;2026-05-06\|105.91\|1.25\|106.60\|107.50\|103.41\|107288;2026-05-07\|113.02\|6.71\|108.00\|114.89\|105.88\|168512;2026-05-08\|114.30\|1.13\|110.00\|117.33\|108.38\|134276;2026-05-11\|120.27\|5.22\|115.31\|124.12\|115.31\|159393;2026-05-12\|118.35\|-1.60\|122.72\|123.50\|114.01\|128566;2026-05-13\|126.38\|6.79\|115.00\|127.00\|113.70\|157514;2026-05-14\|142.90\|13.07\|128.41\|149.68\|123.00\|199035;2026-05-15\|147.06\|2.91\|142.90\|157.00\|131.50\|231611;2026-05-18\|142.70\|-2.96\|147.00\|155.63\|140.58\|184024;2026-05-19\|144.63\|1.35\|142.00\|147.73\|138.38\|137207;2026-05-20\|143.75\|-0.61\|142.75\|145.98\|138.20\|106363;2026-05-21\|147.30\|2.47\|156.00\|165.00\|147.00\|217362;2026-05-22\|156.58\|6.30\|147.32\|157.80\|146.01\|161510;2026-05-25\|160.02\|2.20\|158.46\|166.58\|151.91\|173594;2026-05-26\|155.50\|-2.82\|158.60\|166.28\|152.40\|166639;2026-05-27\|171.00\|9.97\|165.00\|186.00\|164.89\|245899;2026-05-28\|166.10\|-2.87\|167.02\|170.40\|161.00\|213702;2026-05-29\|147.33\|-11.30\|164.53\|166.10\|147.00\|243366;2026-06-01\|146.00\|-0.90\|148.90\|157.28\|146.00\|151748;2026-06-02\|151.00\|3.42\|148.73\|154.51\|140.54\|145479;2026-06-03\|150.80\|-0.13\|153.41\|157.59\|148.00\|173815;2026-06-04\|164.30\|8.95\|148.01\|165.30\|147.01\|205614;2026-06-05\|170.16\|3.57\|159.35\|184.88\|156.60\|278012;2026-06-08\|164.00\|-3.62\|165.09\|176.40\|161.13\|238303;2026-06-09\|168.59\|2.80\|164.01\|170.00\|154.80\|205385;2026-06-10\|160.00\|-5.10\|160.71\|161.89\|149.88\|186110;2026-06-11\|146.80\|-8.25\|156.01\|156.99\|144.61\|183397;2026-06-12\|134.31\|-8.51\|149.58\|152.84\|134.00\|189860;2026-06-15\|145.29\|8.18\|136.86\|145.38\|134.15\|133340;2026-06-16\|157.16\|8.17\|145.59\|159.47\|144.79\|162691;2026-06-17\|173.00\|10.08\|161.87\|179.90\|160.37\|201094;2026-06-18\|169.41\|-1.85\|169.16\|172.39\|166.00\|151791;2026-06-22\|177.89\|5.01\|175.00\|188.96\|174.00\|197031;2026-06-23\|166.21\|-6.57\|174.32\|174.80\|164.50\|157659;2026-06-24\|165.11\|-0.66\|165.99\|168.66\|160.10\|132009;2026-06-25\|179.20\|8.53\|175.01\|187.00\|171.70\|201048;2026-06-26\|194.50\|8.54\|178.50\|205.00\|173.41\|252605;2026-06-29\|199.00\|2.31\|203.00\|215.00\|193.98\|236498;2026-06-30\|214.96\|8.02\|206.99\|218.00\|203.63\|193953;2026-07-01\|203.91\|-5.14\|205.17\|211.00\|199.50\|160545;2026-07-02\|186.40\|-8.59\|190.00\|195.45\|178.87\|172148;2026-07-03\|182.60\|-2.04\|180.00\|191.01\|170.30\|133052;2026-07-06\|166.75\|-8.68\|180.00\|183.00\|166.48\|142284;2026-07-07\|163.28\|-2.08\|165.00\|168.44\|159.18\|80066;2026-07-08\|159.00\|-2.62\|163.89\|168.34\|155.00\|97589;2026-07-09\|170.54\|7.26\|162.00\|171.60\|159.31\|96521;2026-07-10\|157.01\|-7.93\|172.00\|176.25\|156.95\|121807;2026-07-13\|145.42\|-7.38\|154.37\|156.02\|144.91\|110436;2026-07-14\|152.00\|4.52\|147.90\|155.02\|146.13\|85944;2026-07-15\|141.10\|-7.17\|154.01\|156.30\|140.00\|81854;2026-07-16\|133.51\|-5.38\|139.11\|142.18\|132.00\|86773;2026-07-17\|120.13\|-10.02\|133.91\|134.18\|119.23\|94830;2026-07-20\|110.54\|-7.98\|126.00\|127.00\|106.50\|126313;2026-07-21\|122.30\|10.64\|112.75\|122.59\|100.63\|135105;2026-07-22\|116.42\|-4.81\|122.04\|122.88\|115.16\|84018;2026-07-23\|114.00\|-2.08\|116.42\|119.85\|112.08\|83365;2026-07-24\|110.56\|-3.02\|111.10\|114.18\|108.74\|72993;2026-07-27\|120.25\|8.76\|112.73\|120.25\|112.73\|97945;2026-07-28\|109.59\|-8.86\|118.01\|119.50\|108.20\|87297;2026-07-29\|105.89\|-3.38\|109.56\|111.08\|98.68\|142543;2026-07-30\|96.50\|-8.87\|106.84\|108.00\|95.07\|131145;2026-07-31\|99.04\|2.63\|104.28\|105.68\|99.01\|122788;2026-08-03\|94.91\|-4.17\|99.61\|100.55\|94.20\|107996;2026-08-04\|104.75\|10.37\|96.27\|105.99\|96.27\|122633;2026-08-05\|112.25\|7.16\|103.89\|114.30\|102.27\|115694;2026-08-06\|116.75\|4.01\|109.33\|117.25\|108.00\|125257;2026-08-07\|122.53\|4.95\|116.00\|124.56\|114.87\|131569;2026-08-10\|115.90\|-5.41\|122.28\|122.33\|112.22\|111693;2026-08-11\|115.50\|-0.35\|114.81\|118.72\|112.89\|71475;2026-08-12\|119.51\|3.47\|115.00\|120.67\|114.02\|79466;2026-08-13\|116.30\|-2.69\|120.11\|123.40\|116.06\|83414;2026-08-14\|121.45\|4.43\|118.49\|121.88\|116.18\|72981;2026-08-17\|127.86\|5.28\|121.88\|128.44\|120.80\|111022;2026-08-18\|130.10\|1.75\|126.50\|130.40\|124.81\|96195;2026-08-19\|115.66\|-11.10\|123.00\|125.95\|115.33\|86535;2026-08-20\|114.85\|-0.70\|118.18\|119.00\|112.00\|65737;2026-08-21\|114.00\|-0.74\|114.56\|117.01\|110.33\|65769;2026-08-24\|117.91\|3.43\|115.89\|119.75\|113.61\|103050;2026-08-25\|111.25\|-5.65\|114.91\|116.91\|108.20\|85533;2026-08-26\|109.13\|-1.91\|111.80\|112.40\|106.63\|71991;2026-08-27\|115.81\|6.12\|110.46\|118.00\|109.10\|72453;2026-08-28\|112.40\|-2.94\|116.00\|118.57\|112.11\|65193;2026-08-31\|115.58\|2.83\|110.21\|116.57\|108.00\|59038;2026-09-01\|109.21\|-5.51\|116.00\|116.16\|108.02\|58323;2026-09-02\|107.60\|-1.47\|107.72\|109.30\|106.00\|40550;2026-09-03\|110.09\|2.31\|109.06\|112.12\|107.00\|60495;2026-09-04\|106.81\|-2.98\|111.95\|114.75\|106.16\|54864;2026-09-07\|113.40\|6.17\|108.73\|116.33\|106.86\|81947;2026-09-08\|113.31\|-0.08\|113.68\|115.30\|110.01\|61659
123070		涨停揭秘：国内OLED终端材料核心供应商，产品已覆盖硅基OLED技术路径，有望切入苹果AR/MR头显显示供应链；涨停缘由：OLED终端材料国内市占率近90%；产品可适配硅基OLED（OLEDoS）面板；媒体预计苹果AR/MR头显将于2027年发布并采用LG OLEDoS方案；公司已通过多家面板厂认证；资金逻辑：4月8日显示面板材料板块资金活跃，主力借势布局消费电子创新周期，北向资金连续两日增持；风险提示：AR/MR终端量产时间及采购规模存在不确定性；OLED材料行业扩产加剧竞争压力	京东方第8.6代线预计2026年年中量产，公司Red Prime材料、Green Host材料等发光层材料已在京东方第8.6代AMOLED生产线通过验证并实现供货	2026-04-30\|52.66\|2.89\|49.45\|56.00\|49.45\|190495;2026-05-06\|51.48\|-2.24\|52.88\|54.00\|51.00\|147889;2026-05-07\|54.23\|5.34\|51.00\|55.70\|50.81\|152646;2026-05-08\|54.98\|1.38\|53.00\|55.50\|51.50\|151382;2026-05-11\|55.31\|0.60\|56.00\|57.49\|53.50\|184469;2026-05-12\|60.43\|9.26\|55.20\|62.00\|53.60\|227033;2026-05-13\|59.74\|-1.14\|60.00\|60.35\|57.66\|179958;2026-05-14\|57.50\|-3.75\|59.42\|59.98\|57.29\|107353;2026-05-15\|58.55\|1.83\|57.51\|60.30\|57.33\|128106;2026-05-18\|63.51\|8.47\|58.43\|64.58\|57.15\|171129;2026-05-19\|64.66\|1.81\|64.53\|64.93\|60.62\|129967;2026-05-20\|66.11\|2.24\|64.00\|66.90\|61.61\|104087;2026-05-21\|64.50\|-2.44\|66.30\|69.63\|64.00\|150256;2026-05-22\|68.36\|5.98\|65.79\|70.28\|64.80\|143784;2026-05-25\|71.52\|4.62\|68.10\|72.10\|67.50\|131118;2026-05-26\|62.02\|-13.28\|70.17\|72.45\|58.00\|343168;2026-05-27\|55.26\|-10.90\|61.40\|61.40\|54.44\|281718;2026-05-28\|59.00\|6.77\|56.36\|59.41\|54.54\|195277;2026-05-29\|54.20\|-8.14\|60.00\|60.59\|53.88\|168182;2026-06-01\|49.99\|-7.77\|54.51\|55.33\|49.79\|168276;2026-06-02\|52.32\|4.66\|49.99\|52.75\|49.61\|143275;2026-06-03\|50.66\|-3.17\|52.20\|53.17\|49.88\|164098;2026-06-04\|52.02\|2.68\|50.04\|52.49\|49.62\|122055;2026-06-05\|49.83\|-4.21\|51.84\|54.28\|49.58\|174711;2026-06-08\|46.31\|-7.06\|47.61\|48.84\|45.18\|156058;2026-06-09\|48.20\|4.35\|47.70\|48.70\|45.77\|122385;2026-06-10\|46.91\|-2.68\|48.12\|48.59\|45.92\|81002;2026-06-11\|46.99\|0.17\|47.90\|47.99\|46.39\|95918;2026-06-12\|46.36\|-1.34\|47.92\|50.26\|46.28\|117020;2026-06-15\|53.30\|14.97\|47.76\|53.99\|47.02\|175959;2026-06-16\|53.27\|-0.06\|53.88\|54.53\|51.60\|135135;2026-06-17\|55.38\|3.96\|52.69\|56.99\|52.20\|164736;2026-06-18\|57.83\|4.42\|55.37\|58.90\|55.03\|152726;2026-06-22\|60.75\|5.05\|58.00\|62.00\|56.88\|185466;2026-06-23\|58.39\|-3.88\|60.15\|61.56\|57.88\|129628;2026-06-24\|59.90\|2.59\|58.00\|61.77\|57.34\|143289;2026-06-25\|63.97\|6.79\|60.37\|65.00\|59.59\|148380;2026-06-26\|64.01\|0.06\|62.90\|66.88\|61.60\|133110;2026-06-29\|61.75\|-3.53\|63.56\|65.60\|58.88\|142449;2026-06-30\|68.62\|11.13\|62.00\|69.58\|60.83\|164153;2026-07-01\|69.20\|0.85\|71.01\|73.79\|68.36\|147947;2026-07-02\|65.15\|-5.85\|66.03\|69.67\|64.00\|132939;2026-07-03\|60.62\|-6.95\|65.06\|66.00\|60.52\|117776;2026-07-06\|57.43\|-5.26\|61.88\|62.91\|57.10\|112751;2026-07-07\|55.60\|-3.19\|58.43\|59.20\|53.67\|82503;2026-07-08\|54.56\|-1.87\|56.21\|57.07\|52.58\|79922;2026-07-09\|58.50\|7.22\|54.97\|58.82\|54.33\|89322;2026-07-10\|54.56\|-6.74\|58.50\|60.80\|54.50\|101720;2026-07-13\|50.65\|-7.17\|55.00\|56.64\|50.34\|76413;2026-07-14\|53.59\|5.80\|51.28\|54.36\|50.50\|94759;2026-07-15\|49.67\|-7.31\|54.04\|54.79\|49.40\|68354;2026-07-16\|49.03\|-1.29\|48.87\|51.42\|47.85\|75890;2026-07-17\|47.51\|-3.10\|48.21\|50.81\|46.33\|126197;2026-07-20\|41.60\|-12.44\|49.18\|49.18\|39.30\|171591;2026-07-21\|44.57\|7.14\|42.60\|44.85\|35.92\|153600;2026-07-22\|42.32\|-5.05\|44.40\|46.15\|41.89\|97264;2026-07-23\|40.93\|-3.28\|42.82\|43.32\|39.96\|85900;2026-07-24\|39.17\|-4.30\|40.79\|41.50\|39.07\|60561;2026-07-27\|40.70\|3.91\|38.04\|41.11\|38.04\|72758;2026-07-28\|37.28\|-8.40\|40.01\|40.86\|36.77\|81285;2026-07-29\|35.35\|-5.18\|37.28\|37.45\|33.00\|162811;2026-07-30\|32.29\|-8.66\|35.20\|35.88\|31.83\|117258;2026-07-31\|34.04\|5.42\|35.20\|37.50\|33.86\|120457;2026-08-03\|31.63\|-7.08\|34.00\|34.35\|31.37\|103384;2026-08-04\|34.93\|10.43\|31.80\|35.44\|31.34\|139416;2026-08-05\|36.76\|5.24\|34.80\|37.45\|34.27\|109142;2026-08-06\|37.80\|2.83\|35.86\|38.39\|35.80\|111068;2026-08-07\|42.83\|13.31\|38.90\|43.77\|38.16\|193188;2026-08-10\|40.90\|-4.51\|43.00\|43.56\|39.92\|154037;2026-08-11\|40.15\|-1.83\|40.63\|41.80\|39.80\|85702;2026-08-12\|41.12\|2.42\|40.14\|42.47\|39.69\|99912;2026-08-13\|39.60\|-3.70\|41.83\|42.10\|38.96\|123681;2026-08-14\|40.44\|2.12\|40.29\|41.13\|39.22\|81151;2026-08-17\|42.42\|4.90\|41.42\|42.55\|40.62\|90975;2026-08-18\|43.23\|1.91\|42.42\|43.35\|41.64\|90314;2026-08-19\|38.30\|-11.40\|42.00\|42.73\|37.88\|118454;2026-08-20\|38.35\|0.13\|39.00\|39.55\|37.78\|67616;2026-08-21\|38.33\|-0.05\|38.15\|38.95\|36.80\|67707;2026-08-24\|38.44\|0.29\|37.66\|38.85\|36.91\|78815;2026-08-25\|37.85\|-1.53\|37.99\|38.20\|36.37\|61582;2026-08-26\|37.83\|-0.05\|38.60\|38.70\|36.71\|51278;2026-08-27\|40.79\|7.82\|38.55\|41.38\|37.38\|102479;2026-08-28\|40.24\|-1.35\|40.55\|42.23\|40.12\|82097;2026-08-31\|41.41\|2.91\|39.01\|41.93\|38.84\|79891;2026-09-01\|38.77\|-6.38\|42.50\|43.32\|38.71\|102447;2026-09-02\|37.61\|-2.99\|38.00\|38.27\|36.93\|65528;2026-09-03\|38.31\|1.86\|37.98\|38.47\|37.05\|56108;2026-09-04\|36.81\|-3.92\|39.00\|40.30\|36.51\|73039;2026-09-07\|38.79\|5.38\|37.58\|39.13\|36.58\|78651;2026-09-08\|38.72\|-0.18\|39.19\|40.08\|38.25\|6312025
123069		涨停揭秘：台积电COPOS封装试点产线启动，公司为沃格光电玻璃基板封装提供掩膜版，是TGV工艺中光刻环节关键耗材；涨停缘由：COPOS封装产业化带动掩膜版增量需求+公司技术适配玻璃基板高精度光刻+客户导入进展顺利+国产替代空间明确；资金逻辑：科创板次新股弹性高，资金借势炒作先进封装上游耗材环节，单日主力净流入超3000万元，量价配合良好；风险提示：掩膜版业务占比较小，短期业绩拉动有限；下游客户认证周期长；行业竞争加剧致价格承压	公司为沃格光电玻璃基板封装提供掩膜版产品	2026-04-30\|65.28\|2.14\|64.33\|65.94\|63.09\|84252;2026-05-06\|65.42\|0.21\|66.50\|69.26\|65.31\|107539;2026-05-07\|69.94\|6.91\|65.88\|70.20\|64.01\|98481;2026-05-08\|67.15\|-3.99\|68.74\|69.93\|66.23\|87061;2026-05-11\|69.99\|4.23\|67.50\|70.69\|66.50\|86616;2026-05-12\|68.47\|-2.17\|69.00\|69.38\|66.86\|71340;2026-05-13\|67.85\|-0.91\|67.00\|68.58\|66.58\|66568;2026-05-14\|69.65\|2.65\|68.84\|72.28\|67.18\|103312;2026-05-15\|70.00\|0.50\|71.00\|74.50\|69.30\|110375;2026-05-18\|67.30\|-3.86\|71.45\|71.75\|66.80\|102358;2026-05-19\|71.17\|5.75\|66.73\|71.27\|66.14\|93298;2026-05-20\|74.33\|4.44\|71.17\|74.80\|70.13\|96146;2026-05-21\|69.52\|-6.47\|75.81\|77.60\|69.18\|114178;2026-05-22\|74.16\|6.67\|70.84\|75.28\|69.35\|96285;2026-05-25\|83.42\|12.49\|73.90\|85.37\|73.90\|107768;2026-05-26\|80.39\|-3.63\|84.00\|84.00\|76.30\|114656;2026-05-27\|82.25\|2.31\|80.38\|87.80\|78.60\|101827;2026-05-28\|86.54\|5.22\|81.00\|88.00\|79.76\|90845;2026-05-29\|79.06\|-8.64\|85.17\|89.38\|77.77\|109804;2026-06-01\|72.88\|-7.82\|79.63\|80.14\|72.15\|95770;2026-06-02\|76.68\|5.21\|72.99\|77.00\|71.03\|77824;2026-06-03\|71.70\|-6.49\|75.80\|78.18\|69.79\|127321;2026-06-04\|72.70\|1.39\|70.18\|74.57\|69.50\|84101;2026-06-05\|73.02\|0.44\|71.14\|77.68\|69.63\|79778;2026-06-08\|68.45\|-6.26\|69.00\|71.66\|67.66\|70810;2026-06-09\|72.25\|5.55\|70.10\|73.36\|69.10\|61774;2026-06-10\|72.74\|1.24\|70.70\|73.91\|69.77\|70518;2026-06-11\|78.77\|8.29\|71.63\|79.79\|71.45\|115805;2026-06-12\|75.98\|-3.54\|83.88\|85.22\|75.64\|109772;2026-06-15\|80.03\|5.33\|76.25\|80.50\|74.66\|85769;2026-06-16\|79.18\|-1.06\|79.23\|80.27\|77.81\|95466;2026-06-17\|83.05\|4.89\|77.20\|85.98\|77.00\|130173;2026-06-18\|81.12\|-2.32\|81.97\|82.66\|80.30\|95249;2026-06-22\|80.50\|-0.76\|82.04\|83.98\|78.00\|111909;2026-06-23\|75.40\|-6.34\|79.80\|79.80\|74.36\|99882;2026-06-24\|84.41\|11.95\|74.97\|85.00\|74.63\|140391;2026-06-25\|89.20\|5.67\|86.02\|90.99\|83.68\|154115;2026-06-26\|89.63\|0.48\|88.16\|91.83\|86.60\|140187;2026-06-29\|94.56\|5.50\|91.78\|96.50\|86.60\|153699;2026-06-30\|95.98\|1.50\|96.80\|97.05\|92.01\|129866;2026-07-01\|99.49\|3.66\|95.79\|103.90\|94.00\|132802;2026-07-02\|90.54\|-9.00\|93.60\|97.38\|86.21\|133538;2026-07-03\|85.47\|-5.60\|89.73\|92.50\|85.37\|120796;2026-07-06\|83.85\|-1.90\|86.10\|87.98\|81.10\|85540;2026-07-07\|86.08\|2.66\|83.00\|88.98\|82.02\|84145;2026-07-08\|87.00\|1.07\|86.66\|91.37\|79.00\|125284;2026-07-09\|95.99\|10.33\|90.00\|95.99\|88.50\|120381;2026-07-10\|84.00\|-12.49\|96.00\|98.44\|84.00\|142525;2026-07-13\|82.48\|-1.81\|81.00\|89.63\|81.00\|91249;2026-07-14\|84.28\|2.18\|82.39\|86.60\|78.00\|102898;2026-07-15\|74.61\|-11.47\|85.77\|86.19\|74.50\|97129;2026-07-16\|70.79\|-5.12\|73.00\|76.66\|70.10\|75318;2026-07-17\|65.21\|-7.88\|70.22\|71.21\|65.20\|94744;2026-07-20\|59.30\|-9.06\|68.00\|68.58\|58.11\|96764;2026-07-21\|68.65\|15.77\|60.48\|68.87\|56.20\|117964;2026-07-22\|66.76\|-2.75\|67.60\|69.99\|66.35\|76223;2026-07-23\|66.27\|-0.73\|67.78\|68.18\|64.51\|47131;2026-07-24\|66.26\|-0.02\|64.50\|68.32\|64.40\|51357;2026-07-27\|66.80\|0.81\|65.78\|67.53\|63.50\|54478;2026-07-28\|64.35\|-3.67\|65.10\|70.30\|63.66\|73734;2026-07-29\|62.68\|-2.60\|64.50\|64.72\|58.70\|85915;2026-07-30\|58.00\|-7.47\|61.70\|62.50\|58.00\|64346;2026-07-31\|60.43\|4.19\|63.03\|66.22\|60.20\|79761;2026-08-03\|59.42\|-1.67\|59.71\|61.45\|59.11\|49048;2026-08-04\|65.65\|10.48\|60.01\|66.44\|59.82\|75030;2026-08-05\|67.88\|3.40\|65.03\|68.66\|65.01\|72933;2026-08-06\|69.15\|1.87\|66.60\|69.88\|66.00\|59636;2026-08-07\|70.38\|1.78\|68.99\|70.96\|68.48\|57626;2026-08-10\|69.87\|-0.72\|70.72\|70.79\|68.10\|46194;2026-08-11\|69.78\|-0.13\|69.00\|72.90\|67.81\|53791;2026-08-12\|70.91\|1.62\|70.90\|72.36\|70.27\|46987;2026-08-13\|68.17\|-3.86\|72.00\|72.20\|68.11\|47331;2026-08-14\|72.19\|5.90\|68.95\|72.20\|68.49\|66882;2026-08-17\|74.50\|3.20\|71.99\|74.86\|71.41\|68906;2026-08-18\|74.92\|0.56\|73.79\|75.69\|72.00\|61650;2026-08-19\|68.75\|-8.24\|72.11\|73.40\|68.28\|75227;2026-08-20\|68.85\|0.15\|71.00\|71.14\|67.91\|36166;2026-08-21\|68.15\|-1.02\|68.76\|69.36\|66.76\|39710;2026-08-24\|69.02\|1.28\|68.15\|69.59\|66.30\|44864;2026-08-25\|66.02\|-4.35\|68.10\|68.11\|64.00\|51190;2026-08-26\|66.74\|1.09\|67.58\|68.20\|65.20\|44430;2026-08-27\|69.12\|3.57\|66.99\|70.20\|66.00\|57698;2026-08-28\|68.08\|-1.50\|68.68\|71.30\|68.06\|51855;2026-08-31\|69.95\|2.75\|66.58\|70.38\|66.10\|41147;2026-09-01\|65.68\|-6.10\|69.90\|69.90\|65.20\|62923;2026-09-02\|64.92\|-1.16\|64.50\|65.43\|63.60\|31569;2026-09-03\|65.60\|1.05\|65.89\|66.52\|64.01\|31767;2026-09-04\|63.35\|-3.43\|66.15\|67.10\|62.80\|39931;2026-09-07\|65.50\|3.39\|63.74\|66.33\|63.74\|37163;2026-09-08\|64.54\|-1.47\|65.40\|66.38\|64.01\|3587006
123068		CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司光模块/CPO玻璃基封装载板已批量送样，与北极雄芯战略合作开发AI芯片玻璃基先进封装	2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510;2026-07-20\|76.95\|-10.00\|88.00\|89.50\|76.95\|196438;2026-07-21\|84.65\|10.01\|78.05\|84.65\|69.26\|261398;2026-07-22\|83.48\|-1.38\|84.90\|88.28\|82.38\|217332;2026-07-23\|82.60\|-1.05\|84.82\|89.25\|81.85\|169242;2026-07-24\|79.88\|-3.29\|81.42\|83.16\|79.00\|133165;2026-07-27\|86.00\|7.66\|81.40\|86.50\|77.34\|167749;2026-07-28\|78.50\|-8.72\|84.24\|86.91\|77.50\|150467;2026-07-29\|74.36\|-5.27\|77.50\|79.30\|71.20\|186118;2026-07-30\|66.92\|-10.01\|73.89\|75.08\|66.92\|158804;2026-07-31\|68.80\|2.81\|72.00\|73.61\|68.76\|206210;2026-08-03\|64.94\|-5.61\|66.83\|69.78\|64.69\|150771;2026-08-04\|71.43\|9.99\|66.56\|71.43\|65.50\|108092;2026-08-05\|78.57\|10.00\|73.53\|78.57\|73.53\|102380;2026-08-06\|86.43\|10.00\|81.58\|86.43\|80.98\|134151;2026-08-07\|95.07\|10.00\|93.06\|95.07\|91.78\|218905;2026-08-10\|95.63\|0.59\|98.82\|99.40\|90.26\|345979;2026-08-11\|95.41\|-0.23\|95.67\|99.97\|92.79\|248838;2026-08-12\|98.10\|2.82\|97.32\|99.80\|95.88\|212484;2026-08-13\|93.80\|-4.38\|99.87\|101.00\|93.55\|232036;2026-08-14\|94.99\|1.27\|94.07\|96.00\|92.35\|142640;2026-08-17\|104.49\|10.00\|96.84\|104.49\|96.32\|65636;2026-08-18\|112.00\|7.19\|114.94\|114.94\|109.00\|395401;2026-08-19\|107.91\|-3.65\|107.10\|117.20\|106.00\|371760;2026-08-20\|103.24\|-4.33\|110.00\|110.61\|99.16\|255929;2026-08-21\|100.99\|-2.18\|103.01\|103.61\|98.20\|195799;2026-08-24\|94.58\|-6.35\|101.98\|102.00\|90.90\|215966;2026-08-25\|95.88\|1.37\|90.07\|96.59\|88.81\|169710;2026-08-26\|93.32\|-2.67\|95.00\|96.76\|90.50\|151084;2026-08-27\|98.46\|5.51\|96.00\|99.00\|93.08\|200624;2026-08-28\|94.78\|-3.74\|97.01\|101.00\|94.75\|164915;2026-08-31\|95.48\|0.74\|92.58\|95.79\|91.51\|121294;2026-09-01\|89.99\|-5.75\|95.50\|95.53\|89.77\|124357;2026-09-02\|87.85\|-2.38\|88.51\|89.60\|86.93\|96621;2026-09-03\|87.80\|-0.06\|88.87\|91.00\|86.20\|92236;2026-09-04\|84.23\|-4.07\|88.78\|92.55\|83.25\|124396;2026-09-07\|90.05\|6.91\|86.32\|92.65\|86.32\|245122;2026-09-08\|86.70\|-3.72\|90.04\|91.50\|85.74\|194183
123067	《新型电力系统建设“十五五”规划》对外发布	HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836;2026-07-13\|51.76\|-7.65\|56.00\|56.95\|51.57\|555953;2026-07-14\|53.60\|3.55\|52.70\|55.35\|49.70\|518316;2026-07-15\|48.72\|-9.10\|53.00\|53.00\|48.25\|584255;2026-07-16\|46.63\|-4.29\|47.26\|48.84\|44.86\|332067;2026-07-17\|41.97\|-9.99\|46.13\|46.60\|41.97\|332599;2026-07-20\|37.77\|-10.01\|42.50\|42.81\|37.77\|423575;2026-07-21\|39.99\|5.88\|37.90\|40.26\|33.99\|548916;2026-07-22\|38.96\|-2.58\|39.77\|41.13\|38.58\|343793;2026-07-23\|38.80\|-0.41\|39.74\|40.25\|38.40\|238264;2026-07-24\|36.36\|-6.29\|38.15\|38.58\|36.07\|275401;2026-07-27\|40.00\|10.01\|36.91\|40.00\|36.91\|397243;2026-07-28\|36.01\|-9.97\|40.25\|40.44\|36.00\|505612;2026-07-29\|36.18\|0.47\|35.43\|36.30\|34.15\|361483;2026-07-30\|34.20\|-5.47\|35.98\|36.79\|33.72\|317607;2026-07-31\|35.48\|3.74\|36.44\|36.88\|35.37\|305520;2026-08-03\|34.15\|-3.75\|35.24\|36.05\|33.80\|288958;2026-08-04\|37.57\|10.01\|35.00\|37.57\|34.22\|413331;2026-08-05\|39.01\|3.83\|36.93\|39.63\|36.84\|361644;2026-08-06\|38.54\|-1.20\|38.49\|39.34\|37.64\|238881;2026-08-07\|40.08\|4.00\|38.91\|40.86\|38.00\|343792;2026-08-10\|39.37\|-1.77\|42.98\|43.27\|38.65\|417891;2026-08-11\|41.08\|4.34\|40.64\|43.31\|38.32\|690413;2026-08-12\|41.59\|1.24\|41.08\|42.38\|40.00\|528557;2026-08-13\|43.00\|3.39\|42.77\|45.75\|42.70\|681755;2026-08-14\|45.00\|4.65\|43.50\|45.00\|42.58\|507384;2026-08-17\|45.58\|1.29\|47.00\|48.58\|43.00\|851074;2026-08-18\|43.72\|-4.08\|44.91\|45.52\|43.39\|502385;2026-08-19\|39.51\|-9.63\|41.75\|42.39\|39.39\|439630;2026-08-20\|39.73\|0.56\|40.25\|40.45\|39.02\|380541;2026-08-21\|39.19\|-1.36\|39.10\|40.25\|38.63\|340344;2026-08-24\|37.50\|-4.31\|39.40\|39.48\|36.46\|396990;2026-08-25\|38.14\|1.71\|36.56\|38.55\|36.09\|315914;2026-08-26\|38.40\|0.68\|38.25\|39.45\|37.76\|268400;2026-08-27\|38.63\|0.60\|39.00\|39.00\|37.40\|302781;2026-08-28\|37.11\|-3.93\|38.15\|38.94\|37.08\|278340;2026-08-31\|38.57\|3.93\|36.50\|38.68\|36.12\|288835;2026-09-01\|36.78\|-4.64\|38.65\|39.09\|36.44\|283497;2026-09-02\|36.00\|-2.12\|36.11\|36.47\|35.56\|168911;2026-09-03\|37.90\|5.28\|36.30\|39.00\|35.66\|367565;2026-09-04\|37.44\|-1.21\|38.89\|39.28\|37.08\|397824;2026-09-07\|38.35\|2.43\|38.37\|38.78\|37.20\|360854;2026-09-08\|36.81\|-4.02\|38.24\|38.33\|36.52\|362880
123066	《新型电力系统建设“十五五”规划》对外发布	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	1、公司作为真空灭弧室行业龙头，产品广泛用于电力等行业配电系统，市场占有率常年第一； 2、公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-04-30\|16.78\|10.03\|16.50\|16.78\|16.48\|438344;2026-05-06\|18.46\|10.01\|18.25\|18.46\|18.00\|268149;2026-05-07\|17.85\|-3.30\|20.31\|20.31\|17.13\|1100442;2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088;2026-07-13\|13.55\|-8.32\|15.20\|15.70\|13.37\|316352;2026-07-14\|13.31\|-1.77\|13.51\|13.58\|12.88\|213833;2026-07-15\|13.03\|-2.10\|13.17\|13.40\|12.90\|125123;2026-07-16\|12.23\|-6.14\|12.81\|13.00\|12.16\|173639;2026-07-17\|11.20\|-8.42\|12.19\|12.23\|11.02\|205930;2026-07-20\|10.08\|-10.00\|11.36\|11.37\|10.08\|208766;2026-07-21\|10.23\|1.49\|10.17\|10.30\|9.21\|200223;2026-07-22\|10.47\|2.35\|10.17\|10.73\|9.98\|200259;2026-07-23\|11.52\|10.03\|10.52\|11.52\|10.52\|126916;2026-07-24\|11.15\|-3.21\|11.90\|12.15\|11.00\|284191;2026-07-27\|11.78\|5.65\|11.00\|11.85\|10.90\|203690;2026-07-28\|11.83\|0.42\|12.02\|12.55\|11.78\|217714;2026-07-29\|11.73\|-0.85\|11.68\|11.92\|11.40\|200175;2026-07-30\|10.56\|-9.97\|11.56\|11.73\|10.56\|205181;2026-07-31\|11.04\|4.55\|11.00\|11.34\|10.98\|185910;2026-08-03\|11.23\|1.72\|11.01\|11.30\|10.91\|118306;2026-08-04\|12.35\|9.97\|11.69\|12.35\|11.39\|262254;2026-08-05\|12.60\|2.02\|12.19\|12.73\|12.11\|269980;2026-08-06\|13.15\|4.37\|12.40\|13.20\|12.33\|212889;2026-08-07\|13.63\|3.65\|13.18\|13.82\|13.13\|232664;2026-08-10\|14.27\|4.70\|13.54\|14.34\|13.12\|280146;2026-08-11\|13.45\|-5.75\|13.98\|14.21\|13.30\|249719;2026-08-12\|14.80\|10.04\|13.38\|14.80\|13.20\|288482;2026-08-13\|14.42\|-2.57\|14.80\|15.68\|14.30\|431343;2026-08-14\|14.50\|0.55\|14.70\|14.95\|14.22\|205684;2026-08-17\|14.80\|2.07\|14.50\|14.88\|14.37\|136857;2026-08-18\|15.33\|3.58\|14.61\|15.35\|14.40\|214179;2026-08-19\|14.44\|-5.81\|14.85\|15.55\|14.28\|226029;2026-08-20\|14.45\|0.07\|14.77\|15.02\|14.37\|186233;2026-08-21\|15.52\|7.40\|14.39\|15.61\|14.08\|280160;2026-08-24\|14.65\|-5.61\|15.62\|16.08\|14.14\|272011;2026-08-25\|14.78\|0.89\|14.60\|15.10\|14.33\|222029;2026-08-26\|14.66\|-0.81\|14.78\|14.88\|14.30\|158046;2026-08-27\|14.22\|-3.00\|14.60\|14.66\|13.82\|269494;2026-08-28\|14.18\|-0.28\|14.17\|14.98\|13.90\|211040;2026-08-31\|14.56\|2.68\|13.93\|14.64\|13.75\|182594;2026-09-01\|14.42\|-0.96\|14.38\|14.68\|14.12\|122706;2026-09-02\|15.14\|4.99\|14.28\|15.34\|14.22\|272834;2026-09-03\|14.88\|-1.72\|15.00\|15.15\|14.33\|199349;2026-09-04\|14.33\|-3.70\|14.79\|15.15\|14.21\|140875;2026-09-07\|14.69\|2.51\|14.28\|14.80\|14.28\|116047;2026-09-08\|14.69\|0.00\|14.74\|14.91\|14.46\|86688
123065	《新型电力系统建设“十五五”规划》对外发布	特高压中标+中报预增+国企改革行业原因： 1、杰瑞股份披露再签近百亿元北美超大燃气轮机发电机组订单，今日一字涨停。GE Vernova昨晚披露燃机订单规模再创新高。华泰证券此前指出，看好全球数据中心带动海外缺电主线延续。 2、国家电网2026年特高压及输变电设备第三次招标结果落地。中信证券研报表示，特高压年内前三批采购金额已超过2025年全年。公司原因： 1、据2026年7月23日公告，公司中标国家电网2026年特高压及输变电项目第三次招标采购，中标金额约14,899.21万元，约占2025年经审计营业收入的5.00%。 2、据2026年7月14日公告，公司预计2026年半年度实现归母净利润7,500万元至10,000万元，同比增长741.98%至1,022.64%，主要受益于电网投资规模扩张，铁塔板块核心业务增长。 3、据2025年年报，公司最终控制人为唐山市人民政府国有资产监督管理委员会，属于国有企业。	公司中标2.9亿元南方电网特高压直流输电工程项目	2026-04-30\|5.43\|5.03\|5.43\|5.65\|5.41\|516467;2026-05-06\|5.57\|2.58\|5.53\|5.66\|5.51\|296145;2026-05-07\|5.52\|-0.90\|5.49\|5.61\|5.49\|193986;2026-05-08\|5.59\|1.27\|5.51\|5.60\|5.47\|182877;2026-05-11\|5.63\|0.72\|5.66\|5.72\|5.56\|265370;2026-05-12\|5.69\|1.07\|5.58\|5.76\|5.54\|305217;2026-05-13\|5.82\|2.28\|5.70\|5.87\|5.65\|316392;2026-05-14\|5.60\|-3.78\|5.79\|5.81\|5.59\|253931;2026-05-15\|5.56\|-0.71\|5.58\|5.65\|5.50\|193379;2026-05-18\|5.69\|2.34\|5.60\|5.70\|5.51\|202869;2026-05-19\|5.75\|1.05\|5.64\|5.76\|5.61\|156485;2026-05-20\|5.64\|-1.91\|5.72\|5.82\|5.59\|149905;2026-05-21\|5.35\|-5.14\|5.64\|5.68\|5.32\|201129;2026-05-22\|5.49\|2.62\|5.41\|5.51\|5.30\|133476;2026-05-25\|5.53\|0.73\|5.49\|5.65\|5.48\|143958;2026-05-26\|5.30\|-4.16\|5.50\|5.50\|5.23\|181218;2026-05-27\|5.34\|0.75\|5.30\|5.49\|5.29\|193247;2026-05-28\|5.52\|3.37\|5.30\|5.55\|5.30\|222179;2026-05-29\|5.35\|-3.08\|5.57\|5.57\|5.32\|217890;2026-06-01\|5.41\|1.12\|5.37\|5.49\|5.32\|166776;2026-06-02\|5.35\|-1.11\|5.35\|5.41\|5.25\|148010;2026-06-03\|5.35\|0.00\|5.33\|5.41\|5.30\|142019;2026-06-04\|5.15\|-3.74\|5.34\|5.36\|5.12\|194710;2026-06-05\|5.21\|1.17\|5.10\|5.28\|5.00\|174949;2026-06-08\|4.95\|-4.99\|5.13\|5.14\|4.84\|218819;2026-06-09\|4.97\|0.40\|4.97\|5.02\|4.88\|119218;2026-06-10\|4.82\|-3.02\|4.94\|4.94\|4.72\|147218;2026-06-11\|4.74\|-1.66\|4.80\|4.83\|4.67\|142582;2026-06-12\|4.79\|1.05\|4.80\|4.84\|4.70\|112179;2026-06-15\|4.86\|1.46\|4.81\|4.91\|4.79\|102801;2026-06-16\|4.95\|1.85\|4.91\|4.98\|4.82\|216695;2026-06-17\|4.79\|-3.23\|4.90\|4.95\|4.76\|158140;2026-06-18\|4.61\|-3.76\|4.74\|4.78\|4.59\|167177;2026-06-22\|4.70\|1.95\|4.60\|4.71\|4.52\|152872;2026-06-23\|4.73\|0.64\|4.70\|4.82\|4.69\|142734;2026-06-24\|4.60\|-2.75\|4.70\|4.72\|4.56\|125136;2026-06-25\|4.42\|-3.91\|4.60\|4.63\|4.40\|149704;2026-06-26\|4.30\|-2.71\|4.42\|4.45\|4.29\|142736;2026-06-29\|4.27\|-0.70\|4.26\|4.32\|4.14\|152196;2026-06-30\|4.36\|2.11\|4.26\|4.37\|4.21\|137947;2026-07-01\|4.58\|5.05\|4.36\|4.61\|4.29\|209962;2026-07-02\|4.64\|1.31\|4.55\|4.69\|4.49\|191252;2026-07-03\|4.53\|-2.37\|4.61\|4.65\|4.50\|118108;2026-07-06\|4.48\|-1.10\|4.54\|4.63\|4.41\|176286;2026-07-07\|4.50\|0.45\|4.50\|4.56\|4.43\|121809;2026-07-08\|4.40\|-2.22\|4.47\|4.52\|4.36\|127086;2026-07-09\|4.43\|0.68\|4.40\|4.44\|4.26\|109593;2026-07-10\|4.47\|0.90\|4.44\|4.58\|4.36\|141946;2026-07-13\|4.34\|-2.91\|4.47\|4.55\|4.34\|148241;2026-07-14\|4.56\|5.07\|4.59\|4.77\|4.37\|374443;2026-07-15\|4.61\|1.10\|4.67\|4.77\|4.57\|295278;2026-07-16\|4.62\|0.22\|4.56\|4.80\|4.55\|279901;2026-07-17\|4.51\|-2.38\|4.60\|4.73\|4.46\|223376;2026-07-20\|4.65\|3.10\|4.52\|4.76\|4.52\|247432;2026-07-21\|4.51\|-3.01\|4.60\|4.62\|4.34\|260756;2026-07-22\|4.50\|-0.22\|4.47\|4.57\|4.40\|151794;2026-07-23\|4.95\|10.00\|4.51\|4.95\|4.50\|499974;2026-07-24\|4.86\|-1.82\|5.00\|5.00\|4.78\|499419;2026-07-27\|4.92\|1.23\|4.88\|4.97\|4.82\|377210;2026-07-28\|4.81\|-2.24\|4.84\|4.89\|4.79\|237773;2026-07-29\|4.86\|1.04\|4.82\|4.92\|4.75\|270136;2026-07-30\|4.80\|-1.23\|4.81\|4.94\|4.75\|235087;2026-07-31\|4.89\|1.88\|4.80\|4.91\|4.78\|224109;2026-08-03\|5.38\|10.02\|4.96\|5.38\|4.95\|359551;2026-08-04\|5.92\|10.04\|5.82\|5.92\|5.50\|609978;2026-08-05\|6.51\|9.97\|6.51\|6.51\|5.94\|1752006;2026-08-06\|7.16\|9.98\|7.10\|7.16\|6.90\|1804372;2026-08-07\|6.44\|-10.06\|6.87\|6.94\|6.44\|982140;2026-08-10\|7.08\|9.94\|6.30\|7.08\|6.30\|2712904;2026-08-11\|6.90\|-2.54\|6.60\|7.10\|6.59\|2070578;2026-08-12\|7.59\|10.00\|6.91\|7.59\|6.75\|1636706;2026-08-13\|7.10\|-6.46\|7.46\|7.65\|7.06\|2075273;2026-08-14\|6.56\|-7.61\|7.04\|7.10\|6.39\|2010982;2026-08-17\|7.22\|10.06\|6.64\|7.22\|6.30\|1858814;2026-08-18\|7.31\|1.25\|7.55\|7.94\|7.26\|2808999;2026-08-19\|6.82\|-6.70\|7.18\|7.45\|6.60\|1880326;2026-08-20\|7.50\|9.97\|6.90\|7.50\|6.90\|825474;2026-08-21\|7.01\|-6.53\|7.53\|7.57\|6.76\|2065417;2026-08-24\|7.71\|9.99\|6.88\|7.71\|6.60\|1656085;2026-08-25\|7.51\|-2.59\|7.50\|8.08\|7.40\|2331481;2026-08-26\|7.70\|2.53\|7.48\|8.13\|7.11\|2269590;2026-08-27\|7.62\|-1.04\|7.51\|8.10\|7.51\|1976206;2026-08-28\|8.38\|9.97\|7.45\|8.38\|7.30\|2051424;2026-08-31\|8.02\|-4.30\|8.30\|8.30\|7.80\|2045724;2026-09-01\|8.40\|4.74\|7.91\|8.78\|7.91\|1974053;2026-09-02\|8.25\|-1.79\|8.11\|8.51\|8.00\|1457606;2026-09-03\|7.99\|-3.15\|8.35\|8.77\|7.89\|1464620;2026-09-04\|7.68\|-3.88\|7.70\|8.25\|7.52\|1459019;2026-09-07\|7.16\|-6.77\|7.46\|7.46\|6.95\|1381353;2026-09-08\|7.01\|-2.09\|7.05\|7.23\|6.77\|1469226
123064	《新型电力系统建设“十五五”规划》对外发布	新能源转型+宁夏国资+扭亏为盈行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年7月11日股东会决议及2025年8月29日半年报，公司重大资产重组已置出轴承资产，置入光伏发电、风力发电及储能电站资产，转型新能源运营。据2026年3月9日互动易，公司主营业务为风力发电、光伏发电及储能电站的投资开发和运营，以及船舶电器的生产与销售。 2、据2025年8月29日半年报，宁夏国有资本运营集团为公司控股股东，宁夏回族自治区人民政府为实际控制人。 3、据2026年1月29日业绩预告，公司预计2025年度净利润6900万元至9000万元，同比扭亏为盈，主因新能源资产并表及轴承资产剥离。	公司完成重大资产重组后，主营业务变更为风力发电、光伏发电及储能电站的投资运营，风光总装机容量达282.03万千瓦，已建成投运储能电站300MW/600MWh	2026-04-30\|6.36\|-0.62\|6.34\|6.41\|6.32\|118531;2026-05-06\|6.51\|2.36\|6.39\|6.52\|6.38\|122717;2026-05-07\|6.65\|2.15\|6.48\|6.65\|6.47\|146246;2026-05-08\|6.84\|2.86\|6.66\|6.98\|6.59\|221617;2026-05-11\|6.84\|0.00\|6.82\|6.95\|6.73\|179190;2026-05-12\|6.94\|1.46\|6.83\|7.05\|6.81\|154227;2026-05-13\|7.10\|2.31\|6.80\|7.16\|6.79\|221576;2026-05-14\|7.24\|1.97\|7.14\|7.46\|7.14\|359085;2026-05-15\|7.60\|4.97\|7.19\|7.60\|7.19\|317745;2026-05-18\|7.44\|-2.11\|7.69\|7.77\|7.31\|310205;2026-05-19\|7.75\|4.17\|7.40\|7.75\|7.30\|225749;2026-05-20\|7.76\|0.13\|7.63\|7.87\|7.60\|188532;2026-05-21\|7.55\|-2.71\|7.76\|7.83\|7.49\|153501;2026-05-22\|7.93\|5.03\|7.65\|7.93\|7.51\|240819;2026-05-25\|8.05\|1.51\|8.10\|8.20\|7.84\|246919;2026-05-26\|7.89\|-1.99\|7.98\|7.98\|7.70\|223263;2026-05-27\|7.92\|0.38\|7.80\|7.99\|7.79\|128436;2026-05-28\|8.06\|1.77\|7.85\|8.11\|7.80\|134631;2026-05-29\|8.03\|-0.37\|8.05\|8.15\|7.85\|164065;2026-06-01\|7.80\|-2.86\|7.88\|7.98\|7.71\|131811;2026-06-02\|7.70\|-1.28\|7.76\|7.91\|7.64\|141871;2026-06-03\|7.32\|-4.94\|7.62\|7.73\|7.32\|282320;2026-06-04\|6.95\|-5.05\|7.30\|7.37\|6.95\|333728;2026-06-05\|7.07\|1.73\|7.00\|7.20\|6.82\|234043;2026-06-08\|6.91\|-2.26\|6.80\|7.10\|6.72\|151060;2026-06-09\|6.82\|-1.30\|6.92\|7.02\|6.78\|121858;2026-06-10\|6.54\|-4.11\|6.82\|6.82\|6.48\|183996;2026-06-11\|6.21\|-5.05\|6.51\|6.55\|6.21\|203127;2026-06-12\|6.35\|2.25\|6.32\|6.48\|6.28\|154183;2026-06-15\|6.36\|0.16\|6.39\|6.60\|6.26\|171228;2026-06-16\|6.62\|4.09\|6.35\|6.68\|6.33\|221193;2026-06-17\|6.54\|-1.21\|6.56\|6.70\|6.50\|169395;2026-06-18\|6.42\|-1.83\|6.53\|6.54\|6.29\|169677;2026-06-22\|6.10\|-4.98\|6.30\|6.30\|6.10\|168096;2026-06-23\|6.05\|-0.82\|6.03\|6.14\|5.90\|158878;2026-06-24\|5.87\|-2.98\|5.98\|6.04\|5.76\|183120;2026-06-25\|5.58\|-4.94\|5.84\|5.90\|5.58\|161634;2026-06-26\|5.70\|2.15\|5.45\|5.80\|5.45\|162625;2026-06-29\|5.42\|-4.91\|5.65\|5.68\|5.42\|124566;2026-06-30\|5.15\|-4.98\|5.25\|5.28\|5.15\|245269;2026-07-02\|5.67\|10.10\|5.67\|5.67\|5.67\|14415;2026-07-03\|6.24\|10.05\|6.24\|6.24\|6.24\|152110;2026-07-06\|6.42\|2.88\|6.10\|6.65\|5.90\|733225;2026-07-07\|6.00\|-6.54\|6.11\|6.35\|5.86\|499829;2026-07-08\|5.58\|-7.00\|5.85\|5.85\|5.57\|306064;2026-07-09\|5.50\|-1.43\|5.49\|5.74\|5.38\|227780;2026-07-10\|5.64\|2.55\|5.54\|5.71\|5.40\|268875;2026-07-13\|5.15\|-8.69\|5.56\|5.56\|5.12\|319947;2026-07-14\|4.89\|-5.05\|5.11\|5.19\|4.86\|294460;2026-07-15\|4.94\|1.02\|4.89\|5.06\|4.81\|202458;2026-07-16\|4.88\|-1.21\|4.90\|5.06\|4.81\|195069;2026-07-17\|4.73\|-3.07\|4.84\|4.91\|4.60\|249415;2026-07-20\|4.70\|-0.63\|4.76\|4.82\|4.57\|245168;2026-07-21\|4.56\|-2.98\|4.69\|4.72\|4.30\|267032;2026-07-22\|5.02\|10.09\|4.54\|5.02\|4.54\|147706;2026-07-23\|5.52\|9.96\|5.52\|5.52\|5.52\|49371;2026-07-24\|6.07\|9.96\|6.07\|6.07\|5.81\|1204832;2026-07-27\|5.88\|-3.13\|5.46\|6.21\|5.46\|1002368;2026-07-28\|5.41\|-7.99\|5.84\|5.90\|5.37\|769334;2026-07-29\|5.36\|-0.92\|5.27\|5.42\|5.14\|557236;2026-07-30\|4.93\|-8.02\|5.30\|5.38\|4.92\|504207;2026-07-31\|5.42\|9.94\|5.03\|5.42\|4.98\|291762;2026-08-03\|5.96\|9.96\|5.58\|5.96\|5.42\|566339;2026-08-04\|6.56\|10.07\|6.55\|6.56\|6.41\|493215;2026-08-05\|6.67\|1.68\|7.11\|7.22\|6.56\|1941688;2026-08-06\|6.26\|-6.15\|6.65\|6.75\|6.13\|1473304;2026-08-07\|6.19\|-1.12\|6.26\|6.55\|6.08\|940033;2026-08-10\|6.36\|2.75\|6.13\|6.37\|6.13\|900368;2026-08-11\|6.34\|-0.31\|6.20\|6.56\|6.20\|853546;2026-08-12\|6.36\|0.32\|6.38\|6.50\|6.25\|596538;2026-08-13\|6.27\|-1.42\|6.36\|6.45\|6.23\|580099;2026-08-14\|5.97\|-4.78\|6.22\|6.28\|5.87\|582031;2026-08-17\|6.01\|0.67\|6.13\|6.41\|5.96\|509072;2026-08-18\|5.76\|-4.16\|5.93\|5.93\|5.68\|437187;2026-08-19\|5.47\|-5.03\|5.74\|5.75\|5.46\|327834;2026-08-20\|5.47\|0.00\|5.63\|5.65\|5.41\|197589;2026-08-21\|5.56\|1.65\|5.48\|5.58\|5.35\|286032;2026-08-24\|5.64\|1.44\|5.57\|5.64\|5.45\|223674;2026-08-25\|5.78\|2.48\|5.66\|5.99\|5.44\|512612;2026-08-26\|5.95\|2.94\|5.70\|6.07\|5.66\|446227;2026-08-27\|5.75\|-3.36\|5.88\|5.88\|5.68\|373863;2026-08-28\|5.73\|-0.35\|5.75\|5.95\|5.66\|286065;2026-08-31\|5.81\|1.40\|5.63\|5.92\|5.51\|298415;2026-09-01\|5.74\|-1.20\|5.79\|5.85\|5.69\|256578;2026-09-02\|5.76\|0.35\|5.70\|6.09\|5.66\|390583;2026-09-03\|5.66\|-1.74\|5.66\|5.88\|5.62\|277002;2026-09-04\|5.60\|-1.06\|5.68\|5.94\|5.58\|294867;2026-09-07\|5.43\|-3.04\|5.56\|5.59\|5.43\|229866;2026-09-08\|5.47\|0.74\|5.41\|5.52\|5.33\|168780
123063	磷化铟衬底公司AXT三天累计上涨超85%	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	1、公司增资先锐科技布局磷化铟资产，依托先导集团对全产业链的持续深耕，在磷化铟产业具备极强竞争力； 2、核级高性能铝合金材料主要供应商之一；公司为核燃料加工专用设备提供高性能铝合金材料，研发的新一代高性能铝合金材料符合新型核燃料加工设备所需铝合金材料的技术标准； 3、公司化合物半导体材料锑化镓（GaSb）、锑化铟（InSb）、碲锌镉（CdZnTe）初步产能建设完成并投入使用； 3、公司表示生产的锗可用于卫星太阳翼;	2026-04-30\|96.80\|2.62\|94.36\|99.97\|92.18\|119658;2026-05-06\|110.54\|14.19\|101.32\|113.88\|101.32\|138290;2026-05-07\|113.60\|2.77\|112.31\|118.00\|105.60\|158802;2026-05-08\|115.20\|1.41\|111.65\|118.99\|110.31\|118049;2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866
123062	磷化铟衬底公司AXT三天累计上涨超85%	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司拟收购青岛立昂磷化铟衬底及半导体电子材料业务，切入光通信与算力光模块核心材料赛道	2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658;2026-07-13\|32.96\|7.01\|30.21\|33.88\|29.16\|456046;2026-07-14\|31.90\|-3.22\|32.00\|32.88\|29.66\|381997;2026-07-15\|28.71\|-10.00\|32.03\|33.20\|28.71\|280850;2026-07-16\|25.84\|-10.00\|25.84\|27.50\|25.84\|217157;2026-07-17\|23.26\|-9.98\|23.60\|24.18\|23.26\|86062;2026-07-20\|20.93\|-10.02\|21.93\|21.99\|20.93\|117364;2026-07-21\|19.99\|-4.49\|18.84\|21.77\|18.84\|330080;2026-07-22\|20.17\|0.90\|18.90\|21.50\|18.70\|295874;2026-07-23\|22.19\|10.01\|20.17\|22.19\|19.70\|255076;2026-07-24\|22.42\|1.04\|21.97\|24.38\|21.75\|309079;2026-07-27\|23.63\|5.40\|22.01\|24.00\|20.19\|264610;2026-07-28\|24.60\|4.11\|23.58\|25.36\|23.02\|313273;2026-07-29\|22.14\|-10.00\|23.50\|23.80\|22.14\|302429;2026-07-30\|21.63\|-2.30\|22.53\|24.00\|21.35\|291937;2026-07-31\|22.76\|5.22\|23.79\|23.79\|22.03\|314710;2026-08-03\|22.25\|-2.24\|23.23\|24.26\|21.10\|302361;2026-08-04\|24.48\|10.02\|22.69\|24.48\|22.18\|344876;2026-08-05\|26.93\|10.01\|24.96\|26.93\|24.96\|312100;2026-08-06\|28.65\|6.39\|27.00\|29.40\|27.00\|423976;2026-08-07\|28.33\|-1.12\|29.05\|29.29\|27.40\|380889;2026-08-10\|29.52\|4.20\|28.81\|29.75\|28.30\|329446;2026-08-11\|27.96\|-5.28\|28.05\|28.50\|27.42\|231419;2026-08-12\|28.88\|3.29\|27.82\|29.80\|27.50\|228478;2026-08-13\|28.46\|-1.45\|29.22\|29.78\|28.41\|233513;2026-08-14\|29.62\|4.08\|28.64\|31.31\|28.63\|339538;2026-08-17\|30.12\|1.69\|30.95\|31.57\|27.89\|405403;2026-08-18\|30.55\|1.43\|30.12\|30.80\|29.50\|322257;2026-08-19\|28.06\|-8.15\|28.51\|30.13\|27.73\|234812;2026-08-20\|28.41\|1.25\|28.56\|28.90\|27.30\|158413;2026-08-21\|28.29\|-0.42\|28.02\|29.62\|28.00\|158272;2026-08-24\|27.03\|-4.45\|28.14\|28.45\|26.25\|179181;2026-08-25\|26.20\|-3.07\|26.22\|26.93\|25.73\|120324;2026-08-26\|25.19\|-3.85\|26.25\|26.41\|24.42\|153742;2026-08-27\|25.95\|3.02\|25.53\|26.30\|24.93\|173561;2026-08-28\|24.89\|-4.08\|25.68\|25.95\|24.80\|140464;2026-08-31\|24.80\|-0.36\|23.74\|24.90\|23.48\|120645;2026-09-01\|24.56\|-0.97\|24.82\|24.84\|23.75\|110995;2026-09-02\|24.45\|-0.45\|24.24\|24.88\|23.93\|109705;2026-09-03\|24.20\|-1.02\|24.50\|24.74\|23.90\|89108;2026-09-04\|23.26\|-3.88\|24.59\|24.59\|23.08\|102173;2026-09-07\|20.93\|-10.02\|20.93\|20.93\|20.93\|15314;2026-09-08\|21.05\|0.57\|20.50\|21.50\|20.50\|357929
123061	磷化铟衬底公司AXT三天累计上涨超85%	AI服务器测试+MLCC设备+PCB+定增行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、参股公司鼎泰芯源主营磷化铟InP单晶材料，自主研发VGF/VB法晶体生长等40余项核心专利，可生产掺硫/掺锡/掺铁InP衬底产品； 2、公司聚焦液冷服务器制造与检测环节，核心提供液冷板精密焊接设备、液冷系统密封性检测设备及自动化产线解决方案	2026-04-30\|110.38\|0.25\|111.25\|112.86\|107.90\|90732;2026-05-06\|120.46\|9.13\|115.00\|121.42\|113.97\|118752;2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394;2026-07-17\|90.77\|-10.00\|102.67\|103.77\|90.77\|120619;2026-07-20\|81.69\|-10.00\|93.45\|95.55\|81.69\|111396;2026-07-21\|87.50\|7.11\|82.00\|87.89\|73.52\|179934;2026-07-22\|85.40\|-2.40\|85.60\|90.32\|84.70\|131640;2026-07-23\|86.90\|1.76\|86.00\|89.88\|84.66\|95792;2026-07-24\|84.48\|-2.78\|85.34\|87.70\|83.00\|69950;2026-07-27\|88.00\|4.17\|84.00\|88.00\|81.82\|77666;2026-07-28\|79.70\|-9.43\|84.88\|86.24\|79.20\|82890;2026-07-29\|77.04\|-3.34\|80.51\|80.88\|73.73\|106860;2026-07-30\|69.34\|-9.99\|76.84\|78.38\|69.34\|95736;2026-07-31\|73.40\|5.86\|74.89\|76.27\|73.11\|146146;2026-08-03\|69.93\|-4.73\|73.41\|74.26\|69.36\|97749;2026-08-04\|76.92\|10.00\|70.93\|76.92\|69.98\|69021;2026-08-05\|84.61\|10.00\|80.76\|84.61\|79.80\|33465;2026-08-06\|93.07\|10.00\|87.57\|93.07\|87.16\|157364;2026-08-07\|97.94\|5.23\|95.26\|98.87\|92.29\|237403;2026-08-10\|100.99\|3.11\|97.94\|100.99\|96.47\|173841;2026-08-11\|97.72\|-3.24\|99.46\|100.18\|95.00\|151305;2026-08-12\|98.88\|1.19\|98.43\|101.55\|96.62\|125197;2026-08-13\|96.42\|-2.49\|100.55\|101.99\|96.02\|122586;2026-08-14\|99.99\|3.70\|97.52\|99.99\|96.43\|86129;2026-08-17\|106.01\|6.02\|100.70\|106.71\|100.44\|140227;2026-08-18\|104.90\|-1.05\|108.80\|108.80\|102.50\|121438;2026-08-19\|94.41\|-10.00\|101.01\|103.40\|94.41\|123497;2026-08-20\|95.70\|1.37\|96.03\|96.75\|92.30\|88741;2026-08-21\|100.55\|5.07\|96.80\|103.00\|93.60\|119604;2026-08-24\|108.88\|8.28\|110.61\|110.61\|102.66\|244868;2026-08-25\|107.18\|-1.56\|108.00\|114.00\|103.02\|265231;2026-08-26\|100.85\|-5.91\|107.10\|108.00\|97.58\|203569;2026-08-27\|108.06\|7.15\|101.30\|110.94\|98.21\|260143;2026-08-28\|102.88\|-4.79\|107.98\|109.90\|102.80\|184376;2026-08-31\|107.90\|4.88\|99.63\|109.70\|98.77\|171678;2026-09-01\|101.60\|-5.84\|110.06\|110.60\|100.50\|157527;2026-09-02\|97.43\|-4.10\|98.00\|100.00\|95.50\|140625;2026-09-03\|102.28\|4.98\|99.20\|103.00\|97.00\|148710;2026-09-04\|95.03\|-7.09\|102.20\|104.85\|93.86\|147621;2026-09-07\|104.53\|10.00\|97.00\|104.53\|96.15\|164492;2026-09-08\|100.91\|-3.46\|106.01\|107.00\|100.18\|140494
123060	磷化铟衬底公司AXT三天累计上涨超85%	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939;2026-07-20\|67.55\|-9.99\|76.95\|77.60\|67.55\|499526;2026-07-21\|73.98\|9.52\|68.76\|73.98\|60.80\|786645;2026-07-22\|75.20\|1.65\|73.86\|78.98\|72.36\|714000;2026-07-23\|76.58\|1.84\|76.02\|79.39\|75.30\|557093;2026-07-24\|78.08\|1.96\|80.00\|81.70\|77.35\|789964;2026-07-27\|79.04\|1.23\|75.36\|79.61\|70.89\|679684;2026-07-28\|71.14\|-9.99\|75.20\|77.98\|71.14\|484923;2026-07-29\|66.98\|-5.85\|72.02\|72.30\|65.14\|670259;2026-07-30\|61.80\|-7.73\|66.36\|68.75\|60.83\|624786;2026-07-31\|66.95\|8.33\|67.98\|67.98\|66.26\|570335;2026-08-03\|68.35\|2.09\|68.05\|71.85\|67.69\|757428;2026-08-04\|75.19\|10.01\|71.00\|75.19\|70.80\|392836;2026-08-05\|82.71\|10.00\|82.70\|82.71\|81.91\|311205;2026-08-06\|90.98\|10.00\|89.00\|90.98\|88.00\|781574;2026-08-07\|100.08\|10.00\|97.00\|100.08\|95.50\|1193077;2026-08-10\|102.58\|2.50\|104.60\|105.80\|98.68\|1352689;2026-08-11\|100.28\|-2.24\|97.92\|104.58\|96.80\|940254;2026-08-12\|105.98\|5.68\|100.31\|108.20\|99.00\|1068265;2026-08-13\|100.21\|-5.44\|105.00\|106.70\|100.00\|1012453;2026-08-14\|101.59\|1.38\|100.83\|105.50\|99.00\|781174;2026-08-17\|109.65\|7.93\|104.70\|109.66\|102.77\|1094821;2026-08-18\|108.30\|-1.23\|110.01\|113.00\|107.10\|956359;2026-08-19\|104.70\|-3.32\|103.06\|110.50\|103.06\|1035685;2026-08-20\|103.56\|-1.09\|102.91\|105.50\|97.00\|798414;2026-08-21\|100.88\|-2.59\|103.00\|105.00\|99.69\|612387;2026-08-24\|95.37\|-5.46\|103.60\|103.78\|92.18\|853451;2026-08-25\|94.23\|-1.20\|90.61\|95.37\|90.61\|590606;2026-08-26\|93.47\|-0.81\|94.23\|95.11\|91.00\|409245;2026-08-27\|101.36\|8.44\|94.51\|102.82\|93.60\|856497;2026-08-28\|99.66\|-1.68\|102.98\|105.55\|99.36\|752392;2026-08-31\|100.70\|1.04\|95.60\|101.75\|95.03\|507887;2026-09-01\|94.90\|-5.76\|100.71\|100.99\|94.00\|542261;2026-09-02\|92.23\|-2.81\|94.09\|95.36\|92.05\|361024;2026-09-03\|91.60\|-0.68\|93.56\|93.99\|90.30\|348469;2026-09-04\|87.09\|-4.92\|92.05\|93.18\|86.38\|522794;2026-09-07\|92.00\|5.64\|88.78\|92.55\|88.20\|525302;2026-09-08\|90.05\|-2.12\|92.82\|93.20\|89.50\|436232
123059		商业航天+扭亏为盈+大家居定制行业原因： 1、据央视新闻2月7日报道，我国成功发射可重复使用试验航天器，技术验证将大幅降低发射成本，推动商业航天进入高频发射常态化阶段。 2、埃隆·马斯克2月8日表示，SpaceX已将重点转向在月球上建造一座“自我成长的城市”，不到10年时间或许就能实现。公司原因： 1、据2026年1月29日业绩预告，公司预计2025年净利润900–1280万元，同比由亏转盈，主因降本增效、应收账款回款改善及约2350万元非经常性收益。 2、据2025年4月21日年报及2026年1月12日互动易，公司参股航聚科技5.8018%，后者WS系列柔性可复用防热材料已用于蓝箭航天朱雀三号箭体，航聚科技处于上市辅导阶段。 3、据2025年8月28日半年度报告，公司主营定制衣柜及配套家居、精品五金、智能五金、系统门窗等“大家居”业务，具备全品类一站式高端定制解决方案。	公司完成对“星途氦能”的数千万元天使轮投资，旨在切入月球氦-3商业化开采	2026-04-30\|24.29\|0.12\|24.51\|24.52\|23.64\|78032;2026-05-06\|24.41\|0.49\|24.39\|24.80\|24.00\|70861;2026-05-07\|25.58\|4.79\|24.18\|25.97\|24.18\|107792;2026-05-08\|25.62\|0.16\|25.45\|26.68\|25.02\|138203;2026-05-11\|26.48\|3.36\|25.89\|27.50\|25.89\|159301;2026-05-12\|25.42\|-4.00\|26.35\|26.89\|25.02\|112689;2026-05-13\|24.36\|-4.17\|25.44\|26.41\|24.05\|117593;2026-05-14\|24.01\|-1.44\|24.40\|24.74\|23.61\|102616;2026-05-15\|24.08\|0.29\|24.00\|24.47\|23.52\|73908;2026-05-18\|25.24\|4.82\|23.84\|26.28\|23.61\|135595;2026-05-19\|25.55\|1.23\|25.26\|25.70\|24.36\|91042;2026-05-20\|24.68\|-3.41\|25.30\|25.38\|24.23\|78762;2026-05-21\|23.39\|-5.23\|24.90\|25.42\|23.33\|76070;2026-05-22\|23.91\|2.22\|23.50\|24.40\|23.41\|61219;2026-05-25\|23.12\|-3.30\|23.80\|24.25\|22.66\|62210;2026-05-26\|22.57\|-2.38\|23.39\|23.39\|22.22\|48113;2026-05-27\|22.45\|-0.53\|22.51\|22.72\|21.69\|65337;2026-05-28\|22.01\|-1.96\|22.88\|22.97\|21.33\|90547;2026-05-29\|21.00\|-4.59\|22.02\|23.25\|20.80\|88339;2026-06-01\|22.55\|7.38\|20.79\|23.50\|20.50\|116163;2026-06-02\|21.92\|-2.79\|22.51\|22.71\|21.41\|60848;2026-06-03\|22.77\|3.88\|22.19\|23.40\|21.75\|79705;2026-06-04\|22.96\|0.83\|22.59\|23.22\|22.10\|52547;2026-06-05\|22.08\|-3.83\|23.06\|23.17\|21.91\|53862;2026-06-08\|20.98\|-4.98\|21.89\|21.89\|18.18\|61963;2026-06-09\|21.76\|3.72\|21.03\|21.86\|20.74\|53520;2026-06-10\|22.00\|1.10\|21.78\|22.10\|21.13\|44085;2026-06-11\|21.29\|-3.23\|21.64\|22.49\|21.09\|50524;2026-06-12\|21.20\|-0.42\|21.67\|22.04\|20.92\|36329;2026-06-15\|21.23\|0.14\|21.34\|21.49\|20.00\|76719;2026-06-16\|22.23\|4.71\|21.24\|22.68\|20.80\|91440;2026-06-17\|21.13\|-4.95\|21.95\|22.44\|21.06\|68826;2026-06-18\|22.55\|6.72\|20.98\|22.88\|20.62\|115087;2026-06-22\|22.44\|-0.49\|22.26\|24.24\|21.68\|119902;2026-06-23\|22.85\|1.83\|22.22\|23.18\|22.00\|70744;2026-06-24\|22.65\|-0.88\|22.48\|22.88\|20.71\|98637;2026-06-25\|24.07\|6.27\|22.65\|24.77\|22.50\|137679;2026-06-26\|27.49\|14.21\|23.64\|28.42\|23.20\|224721;2026-06-29\|27.35\|-0.51\|28.55\|28.83\|26.65\|157317;2026-06-30\|26.85\|-1.83\|27.35\|27.66\|25.92\|101713;2026-07-01\|25.69\|-4.32\|26.66\|27.46\|25.50\|90520;2026-07-02\|25.79\|0.39\|25.30\|26.95\|25.00\|92560;2026-07-03\|24.56\|-4.77\|25.66\|25.66\|24.44\|68400;2026-07-06\|24.97\|1.67\|24.33\|25.35\|24.30\|62753;2026-07-07\|23.98\|-3.96\|24.97\|25.68\|23.70\|61478;2026-07-08\|23.38\|-2.50\|24.18\|24.22\|23.28\|33542;2026-07-09\|23.84\|1.97\|23.50\|23.98\|22.80\|44289;2026-07-10\|23.50\|-1.43\|24.08\|25.10\|23.01\|68550;2026-07-13\|20.85\|-11.28\|23.35\|23.44\|20.59\|69217;2026-07-14\|20.86\|0.05\|20.76\|21.15\|20.10\|37993;2026-07-15\|20.62\|-1.15\|21.09\|21.50\|20.11\|34151;2026-07-16\|20.47\|-0.73\|21.43\|21.43\|20.08\|38429;2026-07-17\|18.31\|-10.55\|20.31\|20.93\|18.09\|85801;2026-07-20\|16.98\|-7.26\|19.19\|19.19\|16.48\|65320;2026-07-21\|17.15\|1.00\|16.88\|17.28\|15.03\|70815;2026-07-22\|16.80\|-2.04\|17.14\|17.66\|16.53\|37676;2026-07-23\|17.20\|2.38\|16.79\|17.56\|16.70\|42592;2026-07-24\|17.11\|-0.52\|17.14\|17.58\|16.65\|46194;2026-07-27\|17.51\|2.34\|17.30\|17.63\|16.77\|34479;2026-07-28\|17.17\|-1.94\|17.91\|18.49\|16.87\|50922;2026-07-29\|17.04\|-0.76\|17.31\|17.96\|16.82\|49830;2026-07-30\|15.56\|-8.69\|16.85\|17.22\|15.50\|49396;2026-07-31\|16.79\|7.90\|16.23\|17.49\|16.02\|77053;2026-08-03\|16.81\|0.12\|17.13\|17.40\|16.61\|43993;2026-08-04\|18.73\|11.42\|16.92\|18.78\|16.92\|64824;2026-08-05\|19.59\|4.59\|18.70\|19.64\|18.35\|45443;2026-08-06\|20.38\|4.03\|19.48\|21.03\|19.18\|61204;2026-08-07\|22.10\|8.44\|20.56\|22.25\|19.91\|69345;2026-08-10\|23.50\|6.33\|22.40\|23.53\|22.05\|72437;2026-08-11\|23.37\|-0.55\|23.00\|23.41\|21.80\|64234;2026-08-12\|23.84\|2.01\|23.08\|24.30\|22.89\|50347;2026-08-13\|23.30\|-2.27\|24.20\|24.20\|22.79\|88342;2026-08-14\|22.87\|-1.85\|23.37\|23.93\|21.83\|142635;2026-08-17\|24.40\|6.69\|23.10\|24.40\|22.02\|92149;2026-08-18\|24.97\|2.34\|24.30\|25.25\|24.11\|62254;2026-08-19\|23.20\|-7.09\|24.73\|25.00\|23.00\|66656;2026-08-20\|23.38\|0.78\|24.13\|24.49\|23.04\|52107;2026-08-21\|23.94\|2.40\|23.76\|24.57\|23.07\|66174;2026-08-24\|24.30\|1.50\|23.91\|24.55\|23.07\|87992;2026-08-25\|25.57\|5.23\|24.29\|25.97\|23.77\|75795;2026-08-26\|24.58\|-3.87\|25.44\|25.90\|24.50\|46266;2026-08-27\|24.92\|1.38\|24.78\|25.34\|24.25\|46179;2026-08-28\|24.87\|-0.20\|24.91\|25.42\|24.84\|32790;2026-08-31\|25.86\|3.98\|25.27\|26.16\|24.77\|47882;2026-09-01\|25.31\|-2.13\|25.95\|26.12\|24.94\|32273;2026-09-02\|25.09\|-0.87\|25.14\|25.28\|24.70\|20007;2026-09-03\|25.32\|0.92\|25.13\|25.88\|25.09\|27901;2026-09-04\|25.62\|1.18\|25.66\|26.17\|25.22\|39545;2026-09-07\|25.56\|-0.23\|25.97\|26.33\|25.33\|42813;2026-09-08\|25.72\|0.63\|25.56\|26.49\|25.00\|60538
123058			公司可提供卫星5G核心网通信系统，已经服务于天通一号和他国合作卫星，低轨卫星原型机系统已经交付	2026-04-30\|47.03\|10.79\|42.01\|47.89\|42.00\|142525;2026-05-06\|48.67\|3.49\|47.30\|50.51\|47.30\|111019;2026-05-07\|50.81\|4.40\|48.82\|52.12\|48.70\|95697;2026-05-08\|54.20\|6.67\|50.20\|54.48\|50.17\|127083;2026-05-11\|53.61\|-1.09\|53.80\|54.69\|52.33\|103402;2026-05-12\|52.66\|-1.77\|53.20\|53.80\|51.70\|79573;2026-05-13\|52.76\|0.19\|52.14\|53.30\|51.58\|71185;2026-05-14\|52.57\|-0.36\|52.75\|53.97\|51.88\|85529;2026-05-15\|50.13\|-4.64\|52.58\|53.00\|49.33\|88789;2026-05-18\|50.42\|0.58\|50.24\|51.82\|49.25\|67722;2026-05-19\|50.19\|-0.46\|50.26\|51.00\|48.65\|50605;2026-05-20\|51.11\|1.83\|50.45\|51.58\|49.30\|61464;2026-05-21\|48.80\|-4.52\|51.00\|53.50\|48.59\|84595;2026-05-22\|49.89\|2.23\|50.33\|51.45\|49.03\|55978;2026-05-25\|51.88\|3.99\|50.89\|52.30\|48.48\|66017;2026-05-26\|51.62\|-0.50\|51.37\|52.05\|48.70\|75260;2026-05-27\|49.52\|-4.07\|52.10\|52.60\|49.18\|68710;2026-05-28\|52.95\|6.93\|49.43\|53.65\|48.96\|94432;2026-05-29\|47.50\|-10.29\|53.00\|53.88\|47.38\|109345;2026-06-01\|45.90\|-3.37\|48.15\|48.66\|45.87\|51484;2026-06-02\|44.40\|-3.27\|45.45\|46.71\|44.00\|53103;2026-06-03\|45.95\|3.49\|44.81\|47.90\|43.83\|57787;2026-06-04\|45.14\|-1.76\|45.63\|46.67\|44.80\|34531;2026-06-05\|46.56\|3.15\|45.63\|47.80\|44.53\|61747;2026-06-08\|42.98\|-7.69\|44.98\|46.19\|42.03\|64027;2026-06-09\|43.69\|1.65\|43.50\|43.98\|41.66\|54961;2026-06-10\|42.47\|-2.79\|43.58\|43.98\|41.33\|48784;2026-06-11\|41.27\|-2.83\|42.31\|42.59\|40.76\|54024;2026-06-12\|43.71\|5.91\|42.01\|44.60\|41.66\|60588;2026-06-15\|44.42\|1.62\|44.00\|45.40\|43.40\|44155;2026-06-16\|46.00\|3.56\|45.00\|46.59\|43.80\|56156;2026-06-17\|45.72\|-0.61\|46.25\|47.00\|45.32\|40647;2026-06-18\|46.14\|0.92\|45.27\|47.60\|45.12\|46013;2026-06-22\|43.66\|-5.37\|46.64\|48.00\|42.78\|59467;2026-06-23\|46.00\|5.36\|42.80\|47.30\|42.40\|79485;2026-06-24\|46.50\|1.09\|46.50\|46.62\|44.20\|51871;2026-06-25\|44.34\|-4.65\|46.64\|47.75\|43.80\|60517;2026-06-26\|44.80\|1.04\|43.89\|46.87\|42.88\|62846;2026-06-29\|45.20\|0.89\|45.50\|46.33\|43.91\|60930;2026-06-30\|48.08\|6.37\|45.60\|48.30\|45.11\|87987;2026-07-01\|49.34\|2.62\|48.00\|50.21\|47.19\|76994;2026-07-02\|49.90\|1.14\|50.00\|52.18\|47.63\|98317;2026-07-03\|52.10\|4.41\|49.90\|52.68\|49.71\|91255;2026-07-06\|52.14\|0.08\|53.70\|55.86\|51.00\|105928;2026-07-07\|46.78\|-10.28\|51.71\|51.71\|46.73\|71372;2026-07-08\|45.07\|-3.66\|46.91\|47.39\|44.58\|47078;2026-07-09\|46.91\|4.08\|45.06\|47.19\|43.65\|40591;2026-07-10\|49.00\|4.46\|46.90\|51.93\|45.87\|93399;2026-07-13\|42.89\|-12.47\|48.41\|48.41\|42.53\|72623;2026-07-14\|40.49\|-5.60\|42.23\|42.89\|39.27\|60863;2026-07-15\|39.96\|-1.31\|41.40\|41.41\|39.20\|28806;2026-07-16\|36.70\|-8.16\|39.25\|39.70\|36.56\|45389;2026-07-17\|32.83\|-10.54\|36.39\|37.36\|32.49\|58813;2026-07-20\|31.10\|-5.27\|33.27\|34.34\|30.20\|65205;2026-07-21\|33.62\|8.10\|31.17\|33.88\|27.35\|84729;2026-07-22\|32.17\|-4.31\|33.36\|33.80\|32.06\|41564;2026-07-23\|32.60\|1.34\|32.34\|33.01\|31.90\|33265;2026-07-24\|34.54\|5.95\|32.11\|34.77\|31.75\|54614;2026-07-27\|35.30\|2.20\|34.20\|36.00\|33.78\|40458;2026-07-28\|34.31\|-2.80\|35.98\|36.75\|34.22\|38665;2026-07-29\|33.74\|-1.66\|34.28\|34.69\|32.90\|30174;2026-07-30\|29.44\|-12.74\|34.01\|34.01\|29.44\|51219;2026-07-31\|31.10\|5.64\|30.63\|32.06\|30.63\|56900;2026-08-03\|31.58\|1.54\|31.01\|32.51\|30.86\|47814;2026-08-04\|35.43\|12.19\|32.00\|36.00\|31.71\|61127;2026-08-05\|36.48\|2.96\|35.40\|36.85\|35.00\|50246;2026-08-06\|36.98\|1.37\|36.30\|38.06\|35.86\|40111;2026-08-07\|37.74\|2.06\|37.00\|37.85\|36.37\|31299;2026-08-10\|36.38\|-3.60\|37.77\|37.80\|35.07\|67166;2026-08-11\|38.07\|4.65\|35.20\|38.64\|34.89\|69871;2026-08-12\|38.31\|0.63\|38.40\|39.00\|37.42\|44132;2026-08-13\|36.72\|-4.15\|38.28\|38.89\|36.66\|31962;2026-08-14\|36.84\|0.33\|36.91\|37.64\|35.76\|39795;2026-08-17\|36.86\|0.05\|37.50\|37.50\|36.02\|47239;2026-08-18\|37.35\|1.33\|36.82\|37.81\|36.45\|40923;2026-08-19\|32.96\|-11.75\|38.38\|38.90\|32.71\|94296;2026-08-20\|32.61\|-1.06\|33.00\|33.61\|32.20\|44922;2026-08-21\|32.81\|0.61\|32.43\|33.10\|31.96\|24740;2026-08-24\|32.12\|-2.10\|32.90\|32.90\|31.30\|39573;2026-08-25\|32.24\|0.37\|32.00\|32.50\|30.70\|35357;2026-08-26\|31.92\|-0.99\|32.48\|32.80\|31.32\|27150;2026-08-27\|32.40\|1.50\|32.23\|32.85\|31.50\|29797;2026-08-28\|31.85\|-1.70\|32.40\|32.94\|31.85\|27780;2026-08-31\|33.31\|4.58\|31.50\|33.68\|31.35\|37556;2026-09-01\|32.31\|-3.00\|33.34\|33.36\|32.02\|23614;2026-09-02\|32.27\|-0.12\|31.53\|32.59\|31.50\|20314;2026-09-03\|32.16\|-0.34\|32.29\|32.78\|31.69\|17078;2026-09-04\|31.45\|-2.21\|32.29\|32.89\|31.35\|28320;2026-09-07\|32.66\|3.85\|32.00\|32.95\|31.55\|33923;2026-09-08\|32.40\|-0.80\|32.60\|33.27\|32.24\|2545406
123057		商业航天+重组+半导体设备 1、据2026年5月11日公告，公司拟收购的春晖仪表在商业航天领域产品主要为低轨卫星用的卫星解除装置，已处于小批量供货阶段，仅目前申请的星座计划市场空间预计约6.5亿元。 2、据2026年5月11日及5月13日公告，公司发行股份及支付现金购买春晖仪表61.3106%股份事项，已获深交所恢复审核，本次重组将拓宽公司主营业务范围。 3、据2026年5月11日公告，标的公司半导体热盘用铠装加热器应用于晶圆薄膜沉积、芯片封装键合等工艺，已实现向江苏先锋精密科技股份有限公司、爱利彼半导体设备上海有限公司等小批量供货。	1、公司通过参股并拟全资收购的春晖仪表供应卫星电磁解除装置、航天级温度传感器等，已小批量供货星网、银河航天等； 2、公司研发的氢气电磁阀、调压阀等产品，能够精确控制氢气的流量和压力，确保氢燃料电池汽车供氢系统的稳定运行	2026-04-30\|28.44\|-2.70\|29.51\|29.51\|28.07\|102237;2026-05-06\|29.41\|3.41\|28.80\|30.25\|28.25\|118537;2026-05-07\|31.36\|6.63\|29.73\|32.35\|29.73\|155852;2026-05-08\|32.75\|4.43\|31.00\|33.00\|30.78\|176862;2026-05-11\|34.29\|4.70\|36.02\|36.50\|33.85\|305725;2026-05-12\|36.33\|5.95\|36.00\|38.38\|35.25\|222706;2026-05-13\|38.92\|7.13\|35.23\|40.20\|35.23\|233028;2026-05-14\|38.40\|-1.34\|40.00\|40.08\|38.01\|145669;2026-05-15\|38.82\|1.09\|38.85\|39.75\|38.01\|155823;2026-05-18\|37.69\|-2.91\|38.67\|38.95\|36.65\|141621;2026-05-19\|37.85\|0.42\|37.69\|38.66\|36.99\|97542;2026-05-20\|38.75\|2.38\|37.50\|38.97\|37.20\|89170;2026-05-21\|35.88\|-7.41\|39.14\|40.50\|35.50\|141148;2026-05-22\|40.11\|11.79\|37.70\|40.97\|36.56\|198437;2026-05-25\|41.38\|3.17\|42.94\|43.86\|40.18\|151014;2026-05-26\|40.46\|-2.22\|41.13\|43.50\|40.01\|160540;2026-05-27\|39.75\|-1.75\|40.00\|41.86\|39.59\|105234;2026-05-28\|40.01\|0.98\|39.26\|40.72\|38.66\|84416;2026-05-29\|38.22\|-4.47\|39.69\|41.77\|38.00\|105608;2026-06-01\|39.36\|2.98\|38.30\|40.88\|38.00\|94296;2026-06-02\|37.72\|-4.17\|38.91\|39.71\|36.89\|87828;2026-06-03\|38.18\|1.22\|37.81\|39.25\|37.00\|94601;2026-06-04\|39.18\|2.62\|37.39\|39.26\|36.50\|84532;2026-06-05\|38.41\|-1.97\|38.87\|41.50\|38.01\|116066;2026-06-08\|35.25\|-8.23\|36.50\|37.60\|34.48\|100297;2026-06-09\|34.78\|-1.33\|35.96\|36.20\|34.05\|69766;2026-06-10\|33.99\|-2.27\|34.20\|34.48\|33.00\|67368;2026-06-11\|32.18\|-5.33\|33.39\|33.89\|31.88\|77263;2026-06-12\|31.07\|-3.45\|32.87\|33.75\|31.01\|83303;2026-06-15\|34.99\|12.62\|31.30\|35.00\|31.30\|95700;2026-06-16\|35.31\|0.91\|36.00\|36.00\|34.89\|59640;2026-06-17\|34.50\|-2.29\|35.58\|36.12\|33.68\|86869;2026-06-18\|41.40\|20.00\|34.22\|41.40\|34.10\|220110;2026-06-22\|45.69\|10.36\|41.87\|45.94\|41.41\|236366;2026-06-23\|45.30\|-0.85\|46.01\|47.45\|44.82\|159382;2026-06-24\|44.82\|-1.06\|45.00\|45.30\|42.50\|123725;2026-06-25\|47.40\|5.76\|45.15\|49.30\|44.85\|161377;2026-06-26\|45.03\|-5.00\|47.03\|47.74\|44.78\|104872;2026-06-29\|44.25\|-1.73\|45.25\|45.75\|42.41\|125995;2026-06-30\|44.95\|1.58\|44.93\|46.00\|43.92\|86222;2026-07-01\|47.00\|4.56\|50.02\|53.94\|45.66\|326805;2026-07-02\|44.85\|-4.57\|44.43\|48.86\|43.56\|212475;2026-07-03\|46.30\|3.23\|45.10\|48.88\|44.27\|131178;2026-07-06\|50.42\|8.90\|47.66\|51.99\|47.50\|169011;2026-07-07\|46.46\|-7.85\|50.68\|50.99\|45.77\|154938;2026-07-08\|42.44\|-8.65\|46.80\|46.90\|41.96\|111890;2026-07-09\|45.41\|7.00\|42.75\|45.77\|41.60\|94538;2026-07-10\|41.98\|-7.55\|45.45\|45.97\|41.98\|114295;2026-07-13\|35.18\|-16.20\|41.25\|41.48\|34.99\|156089;2026-07-14\|33.93\|-3.55\|35.51\|35.92\|32.14\|98116;2026-07-15\|32.68\|-3.68\|34.53\|34.63\|32.20\|85751;2026-07-16\|30.55\|-6.52\|32.34\|33.25\|30.00\|93714;2026-07-17\|26.83\|-12.18\|30.06\|30.25\|26.64\|111892;2026-07-20\|22.86\|-14.80\|27.37\|27.58\|22.20\|175436;2026-07-21\|24.72\|8.14\|23.32\|24.74\|19.36\|191654;2026-07-22\|23.50\|-4.94\|24.29\|25.05\|23.15\|133518;2026-07-23\|24.19\|2.94\|23.74\|26.50\|23.73\|165088;2026-07-24\|23.01\|-4.88\|23.97\|24.05\|22.50\|122997;2026-07-27\|24.41\|6.08\|23.03\|24.50\|22.35\|101089;2026-07-28\|22.86\|-6.35\|24.20\|24.40\|22.60\|89363;2026-07-29\|22.67\|-0.83\|23.27\|24.80\|21.84\|167990;2026-07-30\|19.88\|-12.31\|22.27\|22.54\|19.82\|159016;2026-07-31\|21.94\|10.36\|21.30\|23.33\|21.00\|200878;2026-08-03\|22.35\|1.87\|21.78\|23.05\|21.58\|119486;2026-08-04\|25.10\|12.30\|23.01\|25.38\|22.35\|164858;2026-08-05\|26.54\|5.74\|24.90\|26.97\|24.59\|149465;2026-08-06\|26.80\|0.98\|26.16\|27.41\|25.61\|110536;2026-08-07\|28.07\|4.74\|27.20\|28.34\|25.80\|124889;2026-08-10\|28.20\|0.46\|29.01\|29.97\|27.58\|136278;2026-08-11\|27.81\|-1.38\|27.91\|28.80\|27.48\|98722;2026-08-12\|28.17\|1.29\|27.72\|28.70\|27.56\|86594;2026-08-13\|28.30\|0.46\|30.31\|32.15\|28.29\|196135;2026-08-14\|28.67\|1.31\|28.80\|29.50\|28.11\|123893;2026-08-17\|33.20\|15.80\|28.76\|34.08\|28.68\|225617;2026-08-18\|34.23\|3.10\|33.78\|34.54\|31.74\|195267;2026-08-19\|29.90\|-12.65\|33.50\|33.60\|29.55\|164314;2026-08-20\|31.00\|3.68\|30.17\|32.40\|29.38\|146786;2026-08-21\|30.78\|-0.71\|30.71\|31.74\|30.40\|92718;2026-08-24\|29.33\|-4.71\|30.78\|30.98\|28.56\|121009;2026-08-25\|32.27\|10.02\|30.65\|32.93\|29.68\|195646;2026-08-26\|31.65\|-1.92\|32.85\|33.17\|31.20\|123457;2026-08-27\|32.78\|3.57\|31.34\|33.03\|31.16\|114179;2026-08-28\|31.64\|-3.48\|32.64\|32.89\|31.50\|81820;2026-08-31\|32.92\|4.05\|30.95\|33.25\|30.37\|95530;2026-09-01\|32.49\|-1.31\|32.93\|33.32\|32.42\|84706;2026-09-02\|33.70\|3.72\|32.17\|34.49\|31.36\|128925;2026-09-03\|34.11\|1.22\|33.80\|34.78\|33.21\|123288;2026-09-04\|35.50\|4.08\|35.00\|36.60\|34.33\|189169;2026-09-07\|37.45\|5.49\|37.18\|38.20\|36.30\|185173;2026-09-08\|38.32\|2.32\|36.79\|39.09\|36.61\|160246
123056		商业航天+无人机+聚酯树脂+地方国企公司原因： 1、据2025年12月30日公告，公司航空航天类产品含卫星复合材料零部件、地面接收装置等，2025年前三季度收入1.39亿元，占比7.59%；据2025年11月17日互动易，公司利用钣金复材加工能力为军用无人机整机及零配件提供制造与配套服务，型号保密。 2、据2025年8月28日半年报，公司系国内粉末涂料用聚酯树脂单项冠军，芜湖、黄山、珠海三大基地合计产能32万吨，产品已批量供应新能源车、家电等新兴领域。 3、据2025年4月25日年报，公司最终控制人为芜湖市国资委，具备地方国企背景。	公司主要产品有航空航天类相关模具及金属零件、复合材料产品、北斗卫星导航系统应用终端产品；孙公司中星伟业主要经营北斗导航系统应用终端产品，应用于特殊业务领域	2026-04-30\|20.55\|2.49\|20.41\|20.82\|19.91\|2257121;2026-05-06\|21.21\|3.21\|20.70\|21.69\|20.70\|2336376;2026-05-07\|21.60\|1.84\|21.21\|21.70\|20.98\|2451728;2026-05-08\|21.90\|1.39\|21.50\|23.55\|21.14\|3367630;2026-05-11\|22.25\|1.60\|21.65\|22.64\|21.04\|2758260;2026-05-12\|20.25\|-8.99\|22.03\|22.03\|20.07\|2342282;2026-05-13\|20.67\|2.07\|20.01\|21.20\|19.80\|1938730;2026-05-14\|18.72\|-9.43\|20.68\|20.68\|18.69\|2078940;2026-05-15\|18.91\|1.01\|18.35\|19.58\|17.88\|1765926;2026-05-18\|18.91\|0.00\|18.40\|19.50\|18.06\|1613290;2026-05-19\|18.29\|-3.28\|18.74\|19.00\|17.70\|1671256;2026-05-20\|17.62\|-3.66\|18.01\|18.10\|17.53\|1096354;2026-05-21\|17.30\|-1.82\|17.80\|18.28\|16.91\|1136020;2026-05-22\|17.36\|0.35\|17.09\|17.70\|16.69\|958201;2026-05-25\|17.85\|2.82\|17.71\|18.20\|17.05\|1415340;2026-05-26\|16.92\|-5.21\|17.53\|17.55\|16.60\|1090711;2026-05-27\|15.83\|-6.44\|16.98\|17.05\|15.65\|1304465;2026-05-28\|16.25\|2.65\|15.86\|16.34\|15.79\|960309;2026-05-29\|15.23\|-6.28\|16.33\|16.36\|15.11\|993360;2026-06-01\|15.12\|-0.72\|15.24\|15.50\|15.07\|629352;2026-06-02\|15.07\|-0.33\|15.12\|15.28\|14.47\|754334;2026-06-03\|15.33\|1.73\|15.08\|15.84\|15.03\|908531;2026-06-04\|15.28\|-0.33\|15.15\|15.48\|15.06\|643161;2026-06-05\|16.81\|10.01\|15.45\|16.81\|15.15\|1485371;2026-06-08\|18.49\|9.99\|17.51\|18.49\|17.51\|2640663;2026-06-09\|17.75\|-4.00\|18.42\|18.95\|17.33\|2865822;2026-06-10\|19.10\|7.61\|17.75\|19.53\|17.27\|3518142;2026-06-11\|17.47\|-8.53\|18.01\|18.59\|17.19\|2963103;2026-06-12\|15.74\|-9.90\|16.82\|17.55\|15.72\|2281683;2026-06-15\|15.93\|1.21\|15.72\|16.21\|15.05\|1758535;2026-06-16\|16.07\|0.88\|16.18\|16.69\|15.46\|2023900;2026-06-17\|15.62\|-2.80\|16.00\|16.55\|15.51\|1794492;2026-06-18\|15.16\|-2.94\|15.34\|15.85\|14.75\|1447859;2026-06-22\|14.75\|-2.70\|15.00\|15.13\|14.26\|1438322;2026-06-23\|14.02\|-4.95\|14.50\|14.74\|13.97\|1017261;2026-06-24\|14.03\|0.07\|14.05\|14.14\|13.31\|930756;2026-06-25\|13.78\|-1.78\|13.89\|14.35\|13.56\|863588;2026-06-26\|13.75\|-0.22\|13.70\|14.19\|13.08\|1493555;2026-06-29\|14.49\|5.38\|14.06\|14.50\|13.43\|1695510;2026-06-30\|15.05\|3.86\|14.38\|15.33\|14.32\|1861272;2026-07-01\|14.93\|-0.80\|14.90\|15.35\|14.63\|1447407;2026-07-02\|14.74\|-1.27\|14.70\|15.53\|14.47\|1425656;2026-07-03\|14.21\|-3.60\|14.60\|15.49\|14.20\|1362888;2026-07-06\|12.79\|-9.99\|14.49\|14.98\|12.79\|1417403;2026-07-07\|11.96\|-6.49\|12.38\|12.88\|11.91\|1310461;2026-07-08\|11.34\|-5.18\|11.97\|12.06\|11.33\|949899;2026-07-09\|11.57\|2.03\|11.39\|11.60\|10.96\|767955;2026-07-10\|12.73\|10.03\|11.69\|12.73\|11.44\|881489;2026-07-13\|11.46\|-9.98\|12.86\|12.86\|11.46\|1180702;2026-07-14\|10.81\|-5.67\|11.00\|11.07\|10.31\|1352332;2026-07-15\|10.62\|-1.76\|10.77\|11.00\|10.44\|970056;2026-07-16\|10.30\|-3.01\|10.51\|10.73\|10.25\|631133;2026-07-17\|9.56\|-7.18\|10.36\|10.36\|9.35\|811916;2026-07-20\|8.95\|-6.38\|9.65\|9.73\|8.72\|823838;2026-07-21\|9.40\|5.03\|8.96\|9.40\|8.07\|997411;2026-07-22\|9.18\|-2.34\|9.22\|9.52\|9.02\|725484;2026-07-23\|9.55\|4.03\|9.18\|9.64\|9.10\|672905;2026-07-24\|9.20\|-3.66\|9.50\|9.64\|9.18\|593971;2026-07-27\|9.64\|4.78\|9.32\|9.66\|9.13\|641525;2026-07-28\|9.43\|-2.18\|9.63\|9.79\|9.36\|548589;2026-07-29\|9.26\|-1.80\|9.43\|9.47\|9.06\|554191;2026-07-30\|8.80\|-4.97\|9.26\|9.39\|8.76\|567879;2026-07-31\|9.17\|4.20\|8.99\|9.35\|8.94\|661935;2026-08-03\|10.09\|10.03\|9.24\|10.09\|9.16\|566279;2026-08-04\|11.10\|10.01\|10.37\|11.10\|10.15\|2317747;2026-08-05\|11.41\|2.79\|11.25\|11.86\|10.98\|2182376;2026-08-06\|11.70\|2.54\|11.41\|12.30\|11.32\|2218162;2026-08-07\|11.96\|2.22\|11.60\|12.10\|11.45\|1816388;2026-08-10\|12.49\|4.43\|12.16\|12.86\|11.51\|2006537;2026-08-11\|11.84\|-5.20\|11.40\|12.05\|11.27\|1808856;2026-08-12\|12.11\|2.28\|11.83\|12.23\|11.80\|1197611;2026-08-13\|11.89\|-1.82\|12.24\|12.41\|11.89\|1163375;2026-08-14\|11.92\|0.25\|12.00\|12.10\|11.56\|832317;2026-08-17\|12.30\|3.19\|12.09\|12.35\|11.87\|892555;2026-08-18\|12.12\|-1.46\|12.49\|12.49\|11.98\|869988;2026-08-19\|11.27\|-7.01\|12.53\|12.81\|10.92\|2528149;2026-08-20\|10.25\|-9.05\|10.88\|11.03\|10.21\|1635804;2026-08-21\|10.46\|2.05\|10.27\|10.52\|10.00\|1131023;2026-08-24\|10.10\|-3.44\|10.30\|10.36\|9.89\|908456;2026-08-25\|10.32\|2.18\|10.00\|10.40\|9.88\|704274;2026-08-26\|10.31\|-0.10\|10.32\|10.39\|10.09\|461389;2026-08-27\|10.45\|1.36\|10.30\|10.47\|10.18\|501549;2026-08-28\|10.52\|0.67\|10.46\|10.68\|10.43\|538008;2026-08-31\|10.56\|0.38\|10.33\|10.58\|10.29\|445486;2026-09-01\|10.62\|0.57\|10.52\|11.00\|10.40\|980173;2026-09-02\|11.04\|3.95\|10.45\|11.32\|10.40\|1719711;2026-09-03\|10.55\|-4.44\|11.00\|11.00\|10.46\|1255113;2026-09-04\|10.60\|0.47\|10.51\|11.05\|10.45\|1182143;2026-09-07\|10.36\|-2.26\|10.49\|10.55\|10.30\|738466;2026-09-08\|10.27\|-0.87\|9.95\|10.52\|9.84\|1201298
123055		ST板块+超跌反弹+墙布窗帘+GPU模组贸易 1、据2026年7月8日及7月16日公告，公司股票于2026年7月13日至7月15日连续三个交易日收盘价格跌幅偏离值累计超过20%，短期跌幅较大，存在超跌反弹需求。 2、据2026年6月30日问询函回复公告，公司拓展的智能化设备及配件贸易业务中包含GPU模组销售，2025年GPU模组业务实现收入443.81万元，该业务具备真实商业实质。 3、据2026年5月12日投资者关系活动记录表，公司核心产品为墙布、窗帘，是营收占比最高的核心产品，围绕室内家居装饰用品开展研发、设计、生产与销售业务。	A股首家墙布上市企业，控股股东拟协议转让5%股份	2026-04-30\|26.80\|5.02\|26.80\|26.80\|26.80\|3143;2026-05-06\|28.14\|5.00\|28.14\|28.14\|26.10\|165610;2026-05-07\|26.73\|-5.01\|27.00\|27.64\|26.73\|45106;2026-05-08\|26.10\|-2.36\|27.90\|27.90\|25.56\|102320;2026-05-11\|27.41\|5.02\|26.10\|27.41\|26.01\|93858;2026-05-12\|28.78\|5.00\|26.91\|28.78\|26.86\|33731;2026-05-13\|30.22\|5.00\|30.22\|30.22\|29.51\|14458;2026-05-14\|31.73\|5.00\|31.73\|31.73\|31.73\|4561;2026-05-15\|32.74\|3.18\|31.43\|32.90\|30.14\|106677;2026-05-18\|31.10\|-5.01\|31.20\|32.34\|31.10\|61251;2026-05-19\|32.66\|5.02\|30.79\|32.66\|30.19\|37102;2026-05-20\|34.26\|4.90\|33.95\|34.29\|32.41\|66567;2026-05-21\|33.30\|-2.80\|34.26\|35.48\|33.01\|52363;2026-05-22\|32.98\|-0.96\|33.50\|34.21\|32.00\|45418;2026-05-25\|34.63\|5.00\|34.63\|34.63\|34.63\|6073;2026-05-26\|36.36\|5.00\|36.36\|36.36\|35.50\|26687;2026-05-27\|38.18\|5.01\|38.18\|38.18\|37.50\|14497;2026-05-28\|40.03\|4.85\|36.27\|40.09\|36.27\|66138;2026-05-29\|42.03\|5.00\|40.89\|42.03\|40.04\|48772;2026-06-01\|44.13\|5.00\|42.00\|44.13\|42.00\|19720;2026-06-02\|46.01\|4.26\|42.00\|46.33\|42.00\|37864;2026-06-03\|43.71\|-5.00\|46.30\|47.77\|43.71\|49977;2026-06-04\|41.52\|-5.01\|45.20\|45.20\|41.52\|40319;2026-06-05\|43.60\|5.01\|41.50\|43.60\|39.44\|57885;2026-06-08\|41.42\|-5.00\|42.17\|44.85\|41.42\|34070;2026-06-09\|39.35\|-5.00\|40.41\|41.44\|39.35\|13853;2026-06-10\|37.38\|-5.01\|37.38\|37.38\|37.38\|1424;2026-06-11\|36.28\|-2.94\|35.51\|38.40\|35.51\|66272;2026-06-12\|34.47\|-4.99\|35.30\|35.80\|34.47\|34483;2026-06-15\|32.75\|-4.99\|33.20\|33.80\|32.75\|11630;2026-06-16\|34.39\|5.01\|31.11\|34.39\|31.11\|59037;2026-06-17\|32.67\|-5.00\|32.67\|33.28\|32.67\|30492;2026-06-18\|31.04\|-4.99\|31.50\|31.95\|31.04\|22247;2026-06-22\|29.49\|-4.99\|29.49\|29.49\|29.49\|1777;2026-06-23\|28.02\|-4.98\|28.02\|30.80\|28.02\|54156;2026-06-24\|26.62\|-5.00\|26.62\|26.63\|26.62\|15425;2026-06-25\|25.29\|-5.00\|25.29\|25.29\|25.29\|896;2026-06-26\|24.03\|-4.98\|24.03\|25.16\|24.03\|47811;2026-06-29\|22.83\|-4.99\|22.88\|23.50\|22.83\|31080;2026-06-30\|23.97\|4.99\|23.97\|23.97\|23.97\|3357;2026-07-01\|25.17\|5.01\|25.17\|25.17\|25.17\|934;2026-07-02\|26.43\|5.01\|26.43\|26.43\|25.93\|23897;2026-07-03\|25.11\|-4.99\|25.11\|25.45\|25.11\|52385;2026-07-06\|22.60\|-10.00\|23.60\|24.20\|22.60\|44092;2026-07-07\|20.34\|-10.00\|21.49\|21.79\|20.34\|47540;2026-07-08\|21.78\|7.08\|19.62\|22.34\|19.39\|62268;2026-07-09\|22.10\|1.47\|20.55\|23.18\|20.55\|51257;2026-07-10\|22.08\|-0.09\|22.41\|23.49\|21.85\|41061;2026-07-13\|19.87\|-10.01\|21.54\|21.80\|19.87\|27718;2026-07-14\|18.03\|-9.26\|19.31\|19.50\|17.88\|62789;2026-07-15\|16.23\|-9.98\|18.00\|18.57\|16.23\|61891;2026-07-16\|16.59\|2.22\|16.51\|17.35\|16.20\|58091;2026-07-17\|15.45\|-6.87\|16.89\|17.11\|15.39\|54144;2026-07-20\|13.91\|-9.97\|15.55\|15.88\|13.91\|52427;2026-07-21\|13.91\|0.00\|14.10\|14.25\|12.52\|71948;2026-07-22\|13.99\|0.58\|13.48\|14.37\|12.94\|45204;2026-07-23\|15.39\|10.01\|14.10\|15.39\|14.00\|16812;2026-07-24\|15.12\|-1.75\|16.93\|16.93\|14.63\|93677;2026-07-27\|15.40\|1.85\|14.11\|15.49\|14.11\|57811;2026-07-28\|14.83\|-3.70\|14.98\|16.00\|14.80\|51669;2026-07-29\|15.05\|1.48\|15.15\|15.24\|14.20\|40497;2026-07-30\|13.66\|-9.24\|14.85\|14.94\|13.62\|46855;2026-07-31\|14.87\|8.86\|14.29\|15.03\|14.08\|67610;2026-08-03\|16.36\|10.02\|14.50\|16.36\|14.50\|57671;2026-08-04\|17.16\|4.89\|16.58\|18.00\|16.30\|72439;2026-08-05\|16.97\|-1.11\|17.20\|17.60\|16.70\|51384;2026-08-06\|17.25\|1.65\|17.10\|17.50\|16.50\|47424;2026-08-07\|16.80\|-2.61\|17.30\|17.85\|16.61\|33504;2026-08-10\|15.81\|-5.89\|16.51\|16.80\|15.30\|39860;2026-08-11\|16.03\|1.39\|15.95\|16.10\|15.22\|33172;2026-08-12\|15.71\|-2.00\|15.72\|15.88\|15.62\|24426;2026-08-13\|15.79\|0.51\|15.13\|16.98\|14.79\|73427;2026-08-14\|14.63\|-7.35\|15.41\|15.68\|14.52\|61332;2026-08-17\|15.05\|2.87\|15.08\|15.25\|14.36\|45176;2026-08-18\|14.21\|-5.58\|14.84\|14.98\|14.20\|37660;2026-08-19\|13.60\|-4.29\|14.14\|14.29\|13.46\|41904;2026-08-20\|13.74\|1.03\|13.73\|13.97\|13.36\|27399;2026-08-21\|14.25\|3.71\|13.74\|14.35\|13.33\|34517;2026-08-24\|13.66\|-4.14\|14.15\|14.53\|13.56\|28382;2026-08-25\|14.12\|3.37\|13.54\|14.44\|13.43\|37972;2026-08-26\|14.39\|1.91\|13.95\|14.99\|13.78\|44181;2026-08-27\|13.92\|-3.27\|14.26\|14.34\|13.86\|30617;2026-08-28\|15.02\|7.90\|14.00\|15.31\|14.00\|78755;2026-08-31\|16.11\|7.26\|14.80\|16.34\|14.63\|70825;2026-09-01\|16.24\|0.81\|15.94\|16.45\|15.91\|46883;2026-09-02\|17.38\|7.02\|16.16\|17.82\|16.16\|64302;2026-09-03\|18.03\|3.74\|17.37\|18.53\|17.21\|62603;2026-09-04\|18.36\|1.83\|17.99\|18.92\|17.10\|63439;2026-09-07\|17.66\|-3.81\|18.36\|18.54\|17.25\|45206;2026-09-08\|16.82\|-4.76\|17.36\|18.15\|16.73\|52443
123054		增持举牌+高空风能+永久自行车 1、据2026年8月3日公告，北京乾瑞翔科技有限公司及其一致行动人合计持有公司股份比例达5.0813%，构成举牌。其中，北京乾瑞翔于2026年7月22日至7月30日增持309.79万股。 2、据2026年6月9日投资者关系活动记录表及2025年年报，公司致力于高空风能发电技术产业化，自主研发“伞梯组合式高空风能发电技术”，拥有42项专利，国内首创的绩溪兆瓦级示范项目已成功并网发电。 3、据2025年年报，公司拥有知名“永久”自行车品牌，产品覆盖两轮车全生命周期，品类近5000种，并已完成对碳纤维品牌Factor Bikes Pty Ltd的股权投资。	公司拟通过收购及增资方式持有Factor21.15%股权，后者主营高端公路自行车的生产和销售	2026-04-30\|7.77\|-5.01\|7.77\|7.77\|7.77\|1671;2026-05-06\|7.38\|-5.02\|7.38\|7.38\|7.38\|2004;2026-05-07\|7.01\|-5.01\|7.01\|7.01\|7.01\|2709;2026-05-08\|6.66\|-4.99\|6.66\|6.66\|6.66\|4113;2026-05-11\|6.33\|-4.96\|6.33\|6.33\|6.33\|2904;2026-05-12\|6.01\|-5.06\|6.01\|6.01\|6.01\|1099;2026-05-13\|5.71\|-4.99\|5.71\|5.71\|5.71\|10282;2026-05-14\|6.00\|5.08\|5.74\|6.00\|5.74\|266149;2026-05-15\|5.83\|-2.83\|6.30\|6.30\|5.70\|398774;2026-05-18\|6.12\|4.97\|5.69\|6.12\|5.61\|234583;2026-05-19\|6.31\|3.10\|6.08\|6.43\|6.01\|221178;2026-05-20\|6.53\|3.49\|6.31\|6.63\|6.19\|245161;2026-05-21\|6.20\|-5.05\|6.21\|6.33\|6.20\|154804;2026-05-22\|5.95\|-4.03\|6.00\|6.06\|5.89\|122603;2026-05-25\|5.96\|0.17\|5.90\|6.12\|5.81\|104689;2026-05-26\|5.77\|-3.19\|5.92\|5.94\|5.74\|67179;2026-05-27\|5.85\|1.39\|5.79\|5.94\|5.78\|75817;2026-05-28\|6.00\|2.56\|5.91\|6.13\|5.87\|81447;2026-05-29\|6.00\|0.00\|6.01\|6.18\|5.93\|78244;2026-06-01\|6.08\|1.33\|5.91\|6.12\|5.73\|92749;2026-06-02\|6.00\|-1.32\|6.08\|6.13\|5.86\|76355;2026-06-03\|5.93\|-1.17\|6.03\|6.08\|5.90\|69993;2026-06-04\|5.68\|-4.22\|5.93\|6.02\|5.63\|86207;2026-06-05\|5.83\|2.64\|5.71\|5.96\|5.54\|105611;2026-06-08\|6.01\|3.09\|5.74\|6.10\|5.74\|111130;2026-06-09\|5.99\|-0.33\|6.08\|6.21\|5.95\|86269;2026-06-10\|5.82\|-2.84\|5.96\|5.98\|5.81\|57945;2026-06-11\|5.60\|-3.78\|5.83\|5.83\|5.55\|67727;2026-06-12\|5.70\|1.79\|5.63\|5.77\|5.52\|44295;2026-06-15\|5.72\|0.35\|5.70\|5.87\|5.64\|41474;2026-06-16\|5.77\|0.87\|5.67\|5.81\|5.55\|50220;2026-06-17\|5.53\|-4.16\|5.72\|5.77\|5.51\|51426;2026-06-18\|5.28\|-4.52\|5.48\|5.53\|5.28\|59906;2026-06-22\|5.54\|4.92\|5.28\|5.54\|5.17\|69827;2026-06-23\|5.82\|5.05\|5.55\|5.82\|5.48\|74359;2026-06-24\|5.74\|-1.37\|5.88\|6.06\|5.72\|118720;2026-06-25\|5.58\|-2.79\|5.67\|5.88\|5.56\|52231;2026-06-26\|5.45\|-2.33\|5.54\|5.65\|5.35\|47603;2026-06-29\|5.72\|4.95\|5.41\|5.72\|5.35\|42476;2026-06-30\|5.92\|3.50\|5.75\|6.01\|5.74\|72727;2026-07-01\|5.91\|-0.17\|5.93\|6.04\|5.81\|63300;2026-07-02\|6.01\|1.69\|5.90\|6.13\|5.88\|74010;2026-07-03\|6.05\|0.67\|5.97\|6.17\|5.95\|76759;2026-07-06\|5.81\|-3.97\|6.03\|6.36\|5.79\|96687;2026-07-07\|5.70\|-1.89\|5.82\|5.91\|5.52\|59964;2026-07-08\|6.01\|5.44\|5.70\|6.04\|5.60\|53799;2026-07-09\|5.71\|-4.99\|5.95\|6.05\|5.66\|86997;2026-07-10\|5.71\|0.00\|5.68\|5.87\|5.62\|65850;2026-07-13\|5.65\|-1.05\|5.63\|5.76\|5.60\|49347;2026-07-14\|5.64\|-0.18\|5.59\|5.69\|5.50\|35577;2026-07-15\|5.70\|1.06\|5.63\|5.70\|5.56\|64300;2026-07-16\|5.91\|3.68\|5.66\|5.93\|5.63\|69352;2026-07-17\|5.90\|-0.17\|5.92\|5.93\|5.71\|76534;2026-07-20\|5.71\|-3.22\|5.90\|6.13\|5.60\|83134;2026-07-21\|5.66\|-0.88\|5.71\|5.72\|5.53\|48087;2026-07-22\|5.58\|-1.41\|5.64\|5.65\|5.55\|25111;2026-07-23\|5.81\|4.12\|5.55\|5.81\|5.55\|35245;2026-07-24\|5.76\|-0.86\|5.75\|5.83\|5.71\|21105;2026-07-27\|5.86\|1.74\|5.66\|5.89\|5.65\|36050;2026-07-28\|5.92\|1.02\|5.76\|6.03\|5.76\|34563;2026-07-29\|5.92\|0.00\|6.00\|6.05\|5.89\|48649;2026-07-30\|5.87\|-0.84\|5.90\|6.02\|5.80\|30123;2026-07-31\|6.03\|2.73\|5.87\|6.04\|5.82\|48037;2026-08-03\|6.63\|9.95\|6.63\|6.63\|6.63\|25528;2026-08-04\|7.12\|7.39\|7.29\|7.29\|6.78\|217081;2026-08-05\|7.14\|0.28\|7.27\|7.30\|6.92\|105107;2026-08-06\|7.42\|3.92\|7.13\|7.48\|7.04\|121504;2026-08-07\|7.42\|0.00\|7.30\|7.70\|7.24\|100579;2026-08-10\|7.81\|5.26\|7.38\|7.84\|7.38\|111810;2026-08-11\|7.31\|-6.40\|7.81\|7.81\|7.28\|113989;2026-08-12\|7.49\|2.46\|7.27\|7.54\|7.21\|46382;2026-08-13\|7.35\|-1.87\|7.57\|7.57\|7.35\|32688;2026-08-14\|7.34\|-0.14\|7.30\|7.42\|7.24\|33477;2026-08-17\|7.30\|-0.55\|7.33\|7.36\|7.22\|28945;2026-08-18\|7.11\|-2.60\|7.29\|7.35\|7.06\|38781;2026-08-19\|7.07\|-0.56\|7.10\|7.22\|7.06\|38793;2026-08-20\|6.90\|-2.40\|7.11\|7.18\|6.78\|37277;2026-08-21\|7.23\|4.78\|6.90\|7.27\|6.79\|45147;2026-08-24\|7.24\|0.14\|7.20\|7.36\|7.06\|42142;2026-08-25\|7.40\|2.21\|7.13\|7.49\|7.13\|38037;2026-08-26\|7.38\|-0.27\|7.33\|7.45\|7.26\|19922;2026-08-27\|7.48\|1.35\|7.28\|7.53\|7.28\|33162;2026-08-28\|7.66\|2.41\|7.48\|7.68\|7.38\|45579;2026-08-31\|7.53\|-1.70\|7.89\|7.90\|7.45\|53860;2026-09-01\|7.60\|0.93\|7.50\|7.62\|7.37\|29427;2026-09-02\|7.51\|-1.18\|7.53\|7.63\|7.32\|43612;2026-09-03\|7.28\|-3.06\|7.44\|7.54\|7.28\|27556;2026-09-04\|7.44\|2.20\|7.28\|7.55\|7.28\|24873;2026-09-07\|7.74\|4.03\|7.44\|7.80\|7.44\|41544;2026-09-08\|7.72\|-0.26\|7.78\|7.80\|7.65\|22943
123053		ST摘帽预期+汽车铝型材+业绩改善行业原因：五矿期货指出，美伊谈判不确定性仍大，仍需关注谈判进展。产业上看铜矿供应维持紧张，废铜原料供应同样偏紧，尽管下游临近淡季，但国内累库压力仍不大。在COMEX-LME铜价差偏强的背景下，短期铜价支撑较强，预计维持高位震荡走势。公司原因： 1、据2026年5月27日互动易，2026年第一季度公司营业收入同比增长17.78%，归母净利润亏损同比收窄38.65%，营收同比改善，亏损同比收窄。 2、据2026年5月19日投资者关系活动记录表，公司确定了以汽车零部件为主的发展方向，并积极采取措施力争撤销退市风险警示；据2026年5月12日及5月14日互动易，间接控股股东江苏步步高置业有限公司已累计向上市公司提供财务资助1.5亿元，并拟追加2000万元无息借款。 3、据2025年年报，公司主要从事工业铝型材、汽车轻量化产品及新能源产品的研发与生产，产品如新能源电池壳体、防撞梁等已在高端车型中广泛应用。	公司拟1.11亿元收购金利股份控制权，快速切入再生铝赛道	2026-04-30\|1.48\|-5.13\|1.48\|1.48\|1.48\|207046;2026-05-06\|1.41\|-4.73\|1.41\|1.41\|1.41\|130481;2026-05-07\|1.34\|-4.96\|1.34\|1.34\|1.34\|165164;2026-05-08\|1.27\|-5.22\|1.27\|1.27\|1.27\|176428;2026-05-11\|1.33\|4.72\|1.22\|1.33\|1.22\|1331553;2026-05-12\|1.40\|5.26\|1.40\|1.40\|1.40\|81565;2026-05-13\|1.47\|5.00\|1.47\|1.47\|1.40\|1475238;2026-05-14\|1.54\|4.76\|1.47\|1.54\|1.46\|1103381;2026-05-15\|1.46\|-5.19\|1.54\|1.58\|1.46\|1067985;2026-05-18\|1.42\|-2.74\|1.49\|1.50\|1.39\|740509;2026-05-19\|1.44\|1.41\|1.41\|1.44\|1.35\|603982;2026-05-20\|1.37\|-4.86\|1.41\|1.42\|1.37\|456855;2026-05-21\|1.39\|1.46\|1.39\|1.43\|1.38\|476970;2026-05-22\|1.46\|5.04\|1.40\|1.46\|1.38\|556871;2026-05-25\|1.49\|2.05\|1.50\|1.53\|1.47\|791262;2026-05-26\|1.44\|-3.36\|1.49\|1.50\|1.42\|583409;2026-05-27\|1.45\|0.69\|1.44\|1.50\|1.42\|455793;2026-05-28\|1.47\|1.38\|1.44\|1.48\|1.42\|315683;2026-05-29\|1.44\|-2.04\|1.45\|1.49\|1.43\|372039;2026-06-01\|1.43\|-0.69\|1.43\|1.44\|1.40\|387629;2026-06-02\|1.50\|4.90\|1.44\|1.50\|1.44\|621190;2026-06-03\|1.58\|5.33\|1.58\|1.58\|1.58\|71064;2026-06-04\|1.66\|5.06\|1.66\|1.66\|1.66\|64155;2026-06-05\|1.70\|2.41\|1.66\|1.74\|1.58\|1701965;2026-06-08\|1.62\|-4.71\|1.63\|1.72\|1.62\|858045;2026-06-09\|1.58\|-2.47\|1.63\|1.66\|1.57\|479590;2026-06-10\|1.50\|-5.06\|1.56\|1.58\|1.50\|483862;2026-06-11\|1.51\|0.67\|1.48\|1.53\|1.43\|457788;2026-06-12\|1.49\|-1.32\|1.52\|1.54\|1.48\|355186;2026-06-15\|1.51\|1.34\|1.50\|1.56\|1.50\|330007;2026-06-16\|1.50\|-0.66\|1.49\|1.51\|1.45\|345226;2026-06-17\|1.44\|-4.00\|1.49\|1.49\|1.44\|333955;2026-06-18\|1.39\|-3.47\|1.43\|1.45\|1.38\|359927;2026-06-22\|1.36\|-2.16\|1.40\|1.42\|1.32\|398830;2026-06-23\|1.35\|-0.74\|1.35\|1.41\|1.34\|340762;2026-06-24\|1.29\|-4.44\|1.33\|1.34\|1.28\|382613;2026-06-25\|1.24\|-3.88\|1.29\|1.30\|1.23\|355578;2026-06-26\|1.25\|0.81\|1.25\|1.29\|1.19\|403789;2026-06-29\|1.22\|-2.40\|1.25\|1.26\|1.20\|281589;2026-06-30\|1.27\|4.10\|1.21\|1.27\|1.19\|286019;2026-07-01\|1.30\|2.36\|1.24\|1.32\|1.24\|415644;2026-07-02\|1.32\|1.54\|1.29\|1.34\|1.28\|302011;2026-07-03\|1.39\|5.30\|1.32\|1.39\|1.31\|373402;2026-07-06\|1.35\|-2.88\|1.40\|1.44\|1.34\|427778;2026-07-07\|1.24\|-8.15\|1.35\|1.35\|1.22\|509822;2026-07-08\|1.31\|5.65\|1.26\|1.35\|1.26\|403878;2026-07-09\|1.32\|0.76\|1.28\|1.35\|1.27\|339688;2026-07-10\|1.31\|-0.76\|1.31\|1.33\|1.27\|285352;2026-07-13\|1.28\|-2.29\|1.33\|1.34\|1.27\|255761;2026-07-14\|1.31\|2.34\|1.28\|1.33\|1.26\|257865;2026-07-15\|1.30\|-0.76\|1.30\|1.31\|1.28\|206314;2026-07-16\|1.33\|2.31\|1.29\|1.34\|1.28\|351733;2026-07-17\|1.28\|-3.76\|1.32\|1.35\|1.26\|399903;2026-07-20\|1.24\|-3.12\|1.27\|1.28\|1.21\|348669;2026-07-21\|1.23\|-0.81\|1.24\|1.24\|1.19\|267117;2026-07-22\|1.21\|-1.63\|1.22\|1.23\|1.20\|170826;2026-07-23\|1.24\|2.48\|1.20\|1.25\|1.20\|245509;2026-07-24\|1.20\|-3.23\|1.23\|1.23\|1.20\|170487;2026-07-27\|1.22\|1.67\|1.21\|1.23\|1.20\|210380;2026-07-28\|1.21\|-0.82\|1.21\|1.23\|1.20\|131589;2026-07-29\|1.24\|2.48\|1.21\|1.25\|1.21\|196588;2026-07-30\|1.23\|-0.81\|1.23\|1.26\|1.22\|219284;2026-07-31\|1.25\|1.63\|1.23\|1.25\|1.22\|172986;2026-08-03\|1.25\|0.00\|1.25\|1.25\|1.22\|226435;2026-08-04\|1.38\|10.40\|1.25\|1.38\|1.24\|668358;2026-08-05\|1.33\|-3.62\|1.37\|1.37\|1.31\|752989;2026-08-06\|1.32\|-0.75\|1.32\|1.36\|1.31\|398429;2026-08-07\|1.30\|-1.52\|1.33\|1.34\|1.29\|305700;2026-08-10\|1.32\|1.54\|1.30\|1.34\|1.28\|333317;2026-08-11\|1.31\|-0.76\|1.33\|1.34\|1.30\|202085;2026-08-12\|1.32\|0.76\|1.31\|1.34\|1.31\|242790;2026-08-13\|1.29\|-2.27\|1.33\|1.33\|1.29\|246804;2026-08-14\|1.31\|1.55\|1.29\|1.31\|1.28\|199110;2026-08-17\|1.30\|-0.76\|1.30\|1.31\|1.29\|196782;2026-08-18\|1.29\|-0.77\|1.29\|1.31\|1.29\|137686;2026-08-19\|1.26\|-2.33\|1.29\|1.29\|1.25\|284520;2026-08-20\|1.26\|0.00\|1.25\|1.28\|1.25\|207867;2026-08-21\|1.30\|3.17\|1.26\|1.32\|1.25\|296216;2026-08-24\|1.26\|-3.08\|1.29\|1.29\|1.26\|210915;2026-08-25\|1.27\|0.79\|1.26\|1.28\|1.26\|207155;2026-08-26\|1.31\|3.15\|1.27\|1.36\|1.27\|447249;2026-08-27\|1.29\|-1.53\|1.31\|1.31\|1.28\|279251;2026-08-28\|1.31\|1.55\|1.30\|1.32\|1.29\|214616;2026-08-31\|1.29\|-1.53\|1.30\|1.31\|1.29\|149543;2026-09-01\|1.30\|0.78\|1.30\|1.31\|1.29\|166037;2026-09-02\|1.30\|0.00\|1.30\|1.30\|1.28\|143997;2026-09-03\|1.28\|-1.54\|1.31\|1.33\|1.28\|275085;2026-09-04\|1.27\|-0.78\|1.28\|1.29\|1.26\|194961;2026-09-07\|1.27\|0.00\|1.26\|1.28\|1.26\|146698;2026-09-08\|1.30\|2.36\|1.27\|1.32\|1.27\|277045
123052		半导体封测+存储芯片+北京天微并表行业原因： 1、隔夜美股费城半导体指数低开高走，收涨1%，科技股市场情绪回暖。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年8月1日公告，公司收购北京天微电子有限公司49%股权已完成工商变更，北京天微成为公司全资子公司，旨在利用北京区位及人才优势推动半导体业务发展。 2、据2026年4月22日年报及2026年5月11日投资者关系管理信息，控股股东旗下具备半导体芯片产销业务，公司拟受赠的广西天微70%股权具备完整半导体芯片封测产业链，已形成基板类存储封装及测试产线等五类产线。 3、据2026年5月11日投资者关系管理信息，公司明确澄清没有AI神经元芯片项目，也未与华为、海思有合作项目，提示投资者避免盲目炒作。	公司关联方深圳天微电子拟将其持有的广西天微电子有限公司70%股权无偿赠与公司	2026-04-30\|14.42\|5.03\|14.42\|14.42\|14.42\|29367;2026-05-06\|15.14\|4.99\|15.14\|15.14\|13.70\|644599;2026-05-07\|15.90\|5.02\|15.90\|15.90\|15.50\|170407;2026-05-08\|16.32\|2.64\|16.70\|16.70\|15.44\|423802;2026-05-11\|15.50\|-5.02\|16.48\|16.86\|15.50\|281647;2026-05-12\|14.73\|-4.97\|15.15\|15.40\|14.73\|158985;2026-05-13\|14.38\|-2.38\|14.30\|15.16\|14.00\|288908;2026-05-14\|15.10\|5.01\|14.38\|15.10\|14.38\|70584;2026-05-15\|14.35\|-4.97\|15.37\|15.86\|14.35\|289524;2026-05-18\|14.71\|2.51\|14.10\|14.90\|13.63\|214796;2026-05-19\|15.45\|5.03\|14.75\|15.45\|14.60\|131369;2026-05-20\|15.60\|0.97\|15.78\|16.21\|15.28\|179216;2026-05-21\|14.82\|-5.00\|15.80\|15.85\|14.82\|104373;2026-05-22\|14.08\|-4.99\|14.35\|14.43\|14.08\|102640;2026-05-25\|14.42\|2.41\|13.88\|14.68\|13.56\|140243;2026-05-26\|13.70\|-4.99\|14.38\|14.58\|13.70\|59431;2026-05-27\|13.02\|-4.96\|13.51\|13.66\|13.02\|165685;2026-05-28\|13.14\|0.92\|12.88\|13.54\|12.74\|107322;2026-05-29\|13.14\|0.00\|13.45\|13.76\|12.86\|121854;2026-06-01\|12.49\|-4.95\|12.81\|13.17\|12.48\|131851;2026-06-02\|12.78\|2.32\|12.55\|13.11\|12.44\|155509;2026-06-03\|12.35\|-3.36\|12.75\|12.79\|12.14\|177736;2026-06-04\|12.41\|0.49\|12.47\|12.95\|12.32\|126587;2026-06-05\|13.03\|5.00\|13.03\|13.03\|13.03\|15412;2026-06-08\|12.73\|-2.30\|13.26\|13.68\|12.60\|203699;2026-06-09\|12.55\|-1.41\|12.60\|12.97\|12.37\|133389;2026-06-10\|11.92\|-5.02\|12.45\|12.45\|11.92\|108885;2026-06-11\|11.66\|-2.18\|11.62\|11.89\|11.33\|104259;2026-06-12\|11.51\|-1.29\|11.80\|12.08\|11.49\|100317;2026-06-15\|11.83\|2.78\|11.51\|12.04\|11.41\|87246;2026-06-16\|11.88\|0.42\|11.84\|11.92\|11.35\|80851;2026-06-17\|11.52\|-3.03\|12.05\|12.07\|11.49\|66916;2026-06-18\|11.84\|2.78\|11.40\|12.05\|11.40\|83936;2026-06-22\|11.42\|-3.55\|11.54\|11.60\|11.25\|97973;2026-06-23\|11.41\|-0.09\|11.56\|11.69\|11.28\|65504;2026-06-24\|11.14\|-2.37\|11.27\|11.36\|10.84\|102054;2026-06-25\|11.70\|5.03\|11.21\|11.70\|10.90\|147214;2026-06-26\|12.29\|5.04\|11.94\|12.29\|11.94\|40818;2026-06-29\|12.90\|4.96\|12.90\|12.90\|12.30\|178978;2026-06-30\|12.79\|-0.85\|12.90\|13.48\|12.57\|131186;2026-07-01\|13.43\|5.00\|12.62\|13.43\|12.40\|111413;2026-07-02\|13.60\|1.27\|13.43\|14.06\|13.25\|131810;2026-07-03\|12.92\|-5.00\|13.40\|13.50\|12.92\|100442;2026-07-06\|12.80\|-0.93\|12.88\|13.15\|12.58\|64519;2026-07-07\|12.13\|-5.23\|12.80\|12.80\|11.73\|96045;2026-07-08\|12.06\|-0.58\|12.02\|12.28\|11.66\|72584;2026-07-09\|12.19\|1.08\|11.91\|12.79\|11.73\|86767;2026-07-10\|11.73\|-3.77\|12.02\|12.23\|11.68\|76125;2026-07-13\|11.77\|0.34\|11.52\|12.05\|11.52\|55610;2026-07-14\|12.31\|4.59\|11.85\|12.36\|11.43\|78767;2026-07-15\|11.23\|-8.77\|11.50\|11.60\|11.11\|96585;2026-07-16\|11.14\|-0.80\|10.84\|11.47\|10.80\|62545;2026-07-17\|10.50\|-5.75\|11.27\|11.34\|10.26\|83394;2026-07-20\|9.45\|-10.00\|10.51\|10.59\|9.45\|98384;2026-07-21\|8.92\|-5.61\|9.30\|9.45\|8.51\|160465;2026-07-22\|8.86\|-0.67\|8.77\|9.19\|8.70\|84878;2026-07-23\|9.12\|2.93\|8.82\|9.49\|8.82\|116466;2026-07-24\|9.10\|-0.22\|9.05\|9.26\|8.96\|70153;2026-07-27\|9.18\|0.88\|9.05\|9.20\|8.67\|63502;2026-07-28\|9.13\|-0.54\|9.07\|9.31\|9.01\|53514;2026-07-29\|9.19\|0.66\|9.05\|9.39\|8.99\|60824;2026-07-30\|8.94\|-2.72\|9.10\|9.35\|8.83\|72100;2026-07-31\|9.14\|2.24\|9.13\|9.38\|9.07\|72918;2026-08-03\|9.06\|-0.88\|9.22\|9.25\|8.94\|49743;2026-08-04\|9.97\|10.04\|9.26\|9.97\|9.25\|60385;2026-08-05\|10.40\|4.31\|10.29\|10.87\|10.00\|130622;2026-08-06\|10.54\|1.35\|10.26\|10.68\|10.16\|81780;2026-08-07\|10.35\|-1.80\|10.54\|10.54\|10.23\|51016;2026-08-10\|10.19\|-1.55\|10.25\|10.32\|10.07\|46175;2026-08-11\|10.17\|-0.20\|10.35\|10.46\|10.12\|46104;2026-08-12\|10.89\|7.08\|10.10\|11.18\|10.03\|119076;2026-08-13\|10.65\|-2.20\|10.90\|11.09\|10.63\|63537;2026-08-14\|10.91\|2.44\|10.75\|11.05\|10.65\|46214;2026-08-17\|10.86\|-0.46\|10.98\|11.08\|10.83\|35171;2026-08-18\|10.80\|-0.55\|10.88\|10.89\|10.50\|50127;2026-08-19\|10.51\|-2.69\|10.58\|10.83\|10.50\|38552;2026-08-20\|10.26\|-2.38\|10.30\|10.45\|10.16\|50862;2026-08-21\|10.63\|3.61\|10.23\|10.68\|9.90\|62241;2026-08-24\|9.99\|-6.02\|10.50\|10.50\|9.99\|59262;2026-08-25\|10.08\|0.90\|9.90\|10.24\|9.66\|53058;2026-08-26\|10.06\|-0.20\|10.03\|10.15\|9.94\|34526;2026-08-27\|10.20\|1.39\|10.06\|10.35\|9.98\|48937;2026-08-28\|10.05\|-1.47\|10.15\|10.41\|9.94\|53136;2026-08-31\|9.78\|-2.69\|10.10\|10.14\|9.65\|58355;2026-09-01\|9.62\|-1.64\|9.71\|9.83\|9.58\|46599;2026-09-02\|9.79\|1.77\|9.55\|9.87\|9.40\|69349;2026-09-03\|9.50\|-2.96\|9.80\|9.80\|9.45\|40615;2026-09-04\|9.64\|1.47\|9.50\|9.88\|9.50\|60663;2026-09-07\|9.64\|0.00\|9.55\|9.72\|9.46\|39841;2026-09-08\|9.86\|2.28\|9.60\|10.12\|9.60\|57255
123051	两大MLCC龙头发出涨价函	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-04-30\|85.70\|4.50\|82.56\|87.30\|82.00\|423332;2026-05-06\|85.00\|-0.82\|85.50\|86.99\|81.85\|420590;2026-05-07\|86.98\|2.33\|86.00\|88.65\|85.34\|367169;2026-05-08\|86.30\|-0.78\|84.50\|86.61\|83.70\|340803;2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356;2026-07-13\|111.80\|-12.00\|125.00\|125.95\|109.20\|1004155;2026-07-14\|121.88\|9.02\|111.49\|123.00\|110.12\|735364;2026-07-15\|114.60\|-5.97\|125.12\|125.67\|113.47\|526908;2026-07-16\|106.86\|-6.75\|110.67\|114.47\|105.60\|572328;2026-07-17\|99.01\|-7.35\|106.61\|107.54\|95.40\|767773;2026-07-20\|91.02\|-8.07\|102.84\|104.00\|87.80\|844034;2026-07-21\|107.54\|18.15\|95.50\|107.70\|86.03\|1018948;2026-07-22\|102.98\|-4.24\|107.61\|110.88\|101.00\|876500;2026-07-23\|105.55\|2.50\|107.17\|112.20\|104.62\|793028;2026-07-24\|100.84\|-4.46\|102.49\|103.60\|99.03\|522271;2026-07-27\|111.57\|10.64\|102.65\|113.38\|100.48\|739511;2026-07-28\|100.83\|-9.63\|107.29\|108.18\|99.68\|646126;2026-07-29\|108.89\|7.99\|102.85\|110.50\|102.85\|940891;2026-07-30\|105.30\|-3.30\|111.02\|113.98\|99.00\|1112755;2026-07-31\|111.68\|6.06\|121.00\|121.54\|111.51\|1049502;2026-08-03\|114.00\|2.08\|111.80\|116.10\|110.00\|723398;2026-08-04\|120.98\|6.12\|112.00\|124.10\|109.11\|791284;2026-08-05\|128.19\|5.96\|117.90\|134.43\|117.90\|782652;2026-08-06\|127.00\|-0.93\|124.00\|129.65\|120.80\|767691;2026-08-07\|127.39\|0.31\|124.59\|133.00\|120.33\|840247;2026-08-10\|126.90\|-0.38\|126.00\|130.00\|120.02\|802970;2026-08-11\|130.05\|2.48\|123.00\|137.77\|123.00\|902246;2026-08-12\|127.97\|-1.60\|126.99\|131.00\|124.10\|573458;2026-08-13\|128.40\|0.34\|131.81\|136.49\|128.06\|760982;2026-08-14\|129.09\|0.54\|132.52\|133.18\|125.91\|525593;2026-08-17\|130.15\|0.82\|127.80\|130.15\|124.44\|644536;2026-08-18\|123.99\|-4.73\|128.05\|133.15\|123.97\|725882;2026-08-19\|109.60\|-11.61\|117.87\|119.28\|108.69\|854569;2026-08-20\|111.51\|1.74\|110.70\|113.86\|109.67\|472150;2026-08-21\|113.90\|2.14\|111.01\|115.50\|109.64\|423051;2026-08-24\|108.94\|-4.35\|113.85\|114.84\|105.86\|514387;2026-08-25\|109.10\|0.15\|108.00\|110.76\|103.45\|376898;2026-08-26\|108.69\|-0.38\|109.17\|110.17\|106.30\|279079;2026-08-27\|112.48\|3.49\|110.01\|113.40\|108.58\|455586;2026-08-28\|112.24\|-0.21\|113.96\|118.11\|112.07\|615975;2026-08-31\|115.00\|2.46\|108.00\|115.00\|107.79\|496449;2026-09-01\|109.22\|-5.03\|114.00\|115.49\|108.15\|397060;2026-09-02\|107.87\|-1.24\|107.14\|109.42\|106.10\|333292;2026-09-03\|110.91\|2.82\|110.02\|113.95\|109.09\|422922;2026-09-04\|108.40\|-2.26\|113.51\|115.32\|107.25\|345887;2026-09-07\|114.92\|6.01\|110.35\|115.55\|110.00\|565058;2026-09-08\|115.17\|0.22\|114.93\|117.90\|113.41\|391048
123050	两大MLCC龙头发出涨价函		全球领先的金属软磁粉芯生产商和服务提供商；公司聚焦 “金属软磁粉末 - 磁粉芯 - 电感元件” 全产业链，核心产品为金属软磁粉芯、芯片电感等典型被动元件，广泛应用于消费电子、汽车电子等领域	2026-04-30\|96.61\|6.86\|90.18\|98.75\|89.30\|149540;2026-05-06\|99.65\|3.15\|97.80\|102.00\|95.75\|144426;2026-05-07\|101.30\|1.66\|101.00\|102.64\|98.49\|89299;2026-05-08\|98.36\|-2.90\|100.30\|101.30\|97.59\|77975;2026-05-11\|102.97\|4.69\|100.22\|104.85\|99.13\|108519;2026-05-12\|101.70\|-1.23\|103.00\|103.92\|99.66\|78174;2026-05-13\|102.92\|1.20\|100.00\|103.39\|99.33\|63976;2026-05-14\|101.16\|-1.71\|104.43\|105.49\|100.07\|74702;2026-05-15\|100.58\|-0.57\|103.02\|104.99\|99.50\|89918;2026-05-18\|102.37\|1.78\|100.31\|104.80\|99.64\|88300;2026-05-19\|100.36\|-1.96\|101.31\|102.44\|96.66\|88500;2026-05-20\|103.15\|2.78\|101.00\|104.00\|100.74\|75634;2026-05-21\|104.41\|1.22\|105.50\|112.45\|104.00\|150316;2026-05-22\|118.88\|13.86\|106.00\|119.80\|105.97\|187708;2026-05-25\|131.92\|10.97\|125.95\|132.20\|124.00\|229919;2026-05-26\|124.49\|-5.63\|130.55\|130.60\|121.67\|203405;2026-05-27\|86.38\|-2.70\|90.11\|92.40\|82.00\|230878;2026-05-28\|89.22\|3.29\|85.50\|90.68\|84.88\|190313;2026-05-29\|86.70\|-2.82\|91.30\|94.50\|86.18\|212785;2026-06-01\|82.45\|-4.90\|88.28\|90.27\|81.88\|199040;2026-06-02\|87.83\|6.53\|80.77\|90.73\|78.60\|240689;2026-06-03\|88.13\|0.34\|87.83\|91.40\|86.60\|209990;2026-06-04\|88.49\|0.41\|85.96\|90.50\|85.50\|152271;2026-06-05\|93.00\|5.10\|86.07\|101.99\|84.07\|378700;2026-06-08\|88.00\|-5.38\|89.00\|96.03\|86.55\|347489;2026-06-09\|95.65\|8.69\|91.39\|97.12\|90.73\|326641;2026-06-10\|88.30\|-7.68\|93.80\|94.99\|87.12\|272956;2026-06-11\|86.06\|-2.54\|87.89\|91.00\|85.16\|203131;2026-06-12\|82.92\|-3.65\|89.18\|92.29\|82.62\|263314;2026-06-15\|91.96\|10.90\|84.66\|91.98\|84.66\|241117;2026-06-16\|95.60\|3.96\|93.00\|97.22\|92.00\|210870;2026-06-17\|97.65\|2.14\|95.37\|99.89\|93.59\|220578;2026-06-18\|107.18\|9.76\|95.60\|108.99\|94.50\|268483;2026-06-22\|100.92\|-5.84\|112.62\|113.00\|98.50\|399450;2026-06-23\|97.97\|-2.92\|100.00\|102.11\|96.13\|231237;2026-06-24\|96.59\|-1.41\|96.98\|98.88\|94.41\|213293;2026-06-25\|99.45\|2.96\|97.50\|100.88\|94.53\|249034;2026-06-26\|94.93\|-4.54\|98.97\|103.81\|94.80\|274171;2026-06-29\|93.48\|-1.53\|95.16\|101.71\|89.52\|276754;2026-06-30\|94.89\|1.51\|92.08\|95.88\|91.93\|199887;2026-07-01\|100.65\|6.07\|96.82\|105.00\|93.32\|363258;2026-07-02\|92.53\|-8.07\|95.55\|99.30\|91.50\|232325;2026-07-03\|87.40\|-5.54\|91.00\|93.16\|87.30\|209991;2026-07-06\|87.90\|0.57\|89.90\|91.45\|82.44\|224369;2026-07-07\|85.26\|-3.00\|86.90\|90.58\|83.88\|130187;2026-07-08\|83.40\|-2.18\|86.78\|87.93\|80.51\|136120;2026-07-09\|90.40\|8.39\|85.88\|91.47\|85.26\|186796;2026-07-10\|84.93\|-6.05\|91.01\|91.90\|84.85\|169840;2026-07-13\|78.52\|-7.55\|84.66\|85.73\|78.00\|162227;2026-07-14\|80.79\|2.89\|79.07\|81.93\|77.00\|124114;2026-07-15\|79.45\|-1.66\|83.50\|84.54\|78.50\|119621;2026-07-16\|73.50\|-7.49\|78.01\|78.99\|72.60\|140191;2026-07-17\|65.42\|-10.99\|73.50\|73.50\|65.30\|165751;2026-07-20\|60.10\|-8.13\|68.01\|68.50\|58.03\|198748;2026-07-21\|65.50\|8.98\|61.90\|65.79\|54.30\|201785;2026-07-22\|65.27\|-0.35\|66.00\|69.30\|64.48\|175185;2026-07-23\|64.71\|-0.86\|65.52\|68.28\|64.18\|123758;2026-07-24\|63.19\|-2.35\|63.59\|65.08\|62.02\|104616;2026-07-27\|65.20\|3.18\|63.39\|65.25\|61.99\|111127;2026-07-28\|59.64\|-8.53\|62.70\|63.78\|59.00\|132815;2026-07-29\|59.96\|0.54\|59.88\|60.95\|55.60\|163222;2026-07-30\|55.13\|-8.06\|59.71\|59.93\|54.35\|138145;2026-07-31\|58.09\|5.37\|59.83\|64.00\|57.90\|208865;2026-08-03\|57.31\|-1.34\|58.10\|59.48\|56.24\|117691;2026-08-04\|63.73\|11.20\|61.00\|64.00\|58.40\|199827;2026-08-05\|68.17\|6.97\|63.73\|68.91\|63.00\|186694;2026-08-06\|68.73\|0.82\|68.34\|69.68\|66.00\|128846;2026-08-07\|70.98\|3.27\|68.80\|72.10\|68.00\|138334;2026-08-10\|70.48\|-0.70\|71.92\|75.42\|68.40\|152420;2026-08-11\|72.60\|3.01\|69.19\|74.90\|69.19\|168100;2026-08-12\|74.51\|2.63\|72.83\|76.20\|72.83\|141513;2026-08-13\|74.79\|0.38\|76.08\|79.99\|74.00\|183416;2026-08-14\|78.17\|4.52\|75.71\|78.69\|74.92\|134556;2026-08-17\|80.48\|2.96\|78.50\|80.70\|77.63\|117200;2026-08-18\|82.39\|2.37\|80.59\|83.83\|80.00\|134171;2026-08-19\|74.04\|-10.13\|79.79\|79.80\|73.34\|186764;2026-08-20\|76.93\|3.90\|76.00\|78.69\|75.00\|131134;2026-08-21\|77.30\|0.48\|76.61\|78.88\|75.15\|92326;2026-08-24\|74.28\|-3.91\|77.31\|77.68\|72.25\|127471;2026-08-25\|75.22\|1.27\|73.73\|75.80\|71.27\|91445;2026-08-26\|74.58\|-0.85\|78.59\|79.00\|72.69\|100542;2026-08-27\|78.87\|5.75\|75.49\|79.89\|74.78\|133984;2026-08-28\|78.55\|-0.41\|79.80\|80.88\|78.22\|101806;2026-08-31\|79.30\|0.95\|76.23\|79.80\|76.00\|99651;2026-09-01\|75.66\|-4.59\|79.51\|79.60\|75.60\|95017;2026-09-02\|73.21\|-3.24\|74.74\|74.74\|72.60\|92791;2026-09-03\|75.40\|2.99\|74.17\|76.64\|73.02\|95700;2026-09-04\|72.46\|-3.90\|75.80\|77.22\|71.94\|81877;2026-09-07\|84.50\|16.62\|73.95\|85.31\|73.95\|253706;2026-09-08\|81.60\|-3.43\|84.40\|85.79\|80.90\|157707
123049	两大MLCC龙头发出涨价函	AI服务器电源+超级电容+浙江国资行业原因：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26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770
123048	两大MLCC龙头发出涨价函	BOPP电工膜+电容膜+复合铜箔+次新股行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年5月19日招股说明书，公司主营BOPP电工膜，2024年电容器用聚丙烯薄膜国内市占率16.4%排名第一、全球市占率11.7%排名第二，产品广泛应用于新能源汽车、光伏风电等领域。 2、据2026年5月28日互动易，公司有生产用于电池负极的铜箔基膜；据2026年5月19日招股说明书，复合铜箔是BOPP电工膜重要下游市场，公司已储备相关产品，2026年有望进入规模化应用。 3、公司于2026年5月22日新上市，据上市公告书，上市初期流通股仅3568.75万股，占总股本7.77%，流通市值较小。	2026-05上市	2026-05-22\|127.68\|710.15\|88.00\|140.91\|87.70\|296216;2026-05-25\|99.49\|-22.08\|108.00\|112.00\|98.75\|215396;2026-05-26\|86.08\|-13.48\|90.00\|95.20\|82.39\|189206;2026-05-27\|73.25\|-14.90\|81.02\|85.79\|72.66\|158419;2026-05-28\|73.09\|-0.22\|70.25\|78.80\|68.12\|145298;2026-05-29\|80.40\|10.00\|72.17\|80.40\|72.17\|122646;2026-06-01\|85.36\|6.17\|80.40\|88.38\|77.10\|177309;2026-06-02\|76.82\|-10.00\|81.00\|81.00\|76.82\|107843;2026-06-03\|77.14\|0.42\|72.02\|80.52\|71.80\|116072;2026-06-04\|84.85\|9.99\|75.09\|84.85\|72.00\|140073;2026-06-05\|83.11\|-2.05\|85.00\|89.15\|81.20\|140797;2026-06-08\|76.48\|-7.98\|78.93\|81.78\|75.80\|85484;2026-06-09\|78.08\|2.09\|81.20\|81.30\|76.61\|73283;2026-06-10\|70.27\|-10.00\|76.38\|76.41\|70.27\|83732;2026-06-11\|64.20\|-8.64\|66.90\|67.55\|64.00\|90512;2026-06-12\|60.91\|-5.12\|65.47\|65.89\|60.49\|90074;2026-06-15\|66.60\|9.34\|62.45\|67.00\|61.20\|90475;2026-06-16\|68.68\|3.12\|65.11\|69.73\|65.11\|79360;2026-06-17\|70.17\|2.17\|66.80\|71.20\|66.80\|69267;2026-06-18\|70.47\|0.43\|69.19\|71.77\|68.50\|57422;2026-06-22\|67.50\|-4.21\|69.60\|72.25\|66.71\|65924;2026-06-23\|65.00\|-3.70\|67.50\|67.59\|63.88\|45026;2026-06-24\|65.71\|1.09\|64.64\|66.18\|61.85\|45744;2026-06-25\|64.82\|-1.35\|65.79\|67.50\|63.18\|49540;2026-06-26\|59.33\|-8.47\|63.25\|63.52\|59.00\|52966;2026-06-29\|65.26\|9.99\|59.33\|65.26\|59.00\|36912;2026-06-30\|68.26\|4.60\|66.67\|68.68\|65.83\|81375;2026-07-01\|66.70\|-2.29\|68.00\|71.26\|66.00\|66221;2026-07-02\|64.16\|-3.81\|64.82\|67.98\|63.58\|49197;2026-07-03\|62.13\|-3.16\|64.99\|65.50\|62.00\|36748;2026-07-06\|58.81\|-5.34\|63.00\|63.00\|58.39\|40358;2026-07-07\|56.00\|-4.78\|59.05\|59.93\|54.89\|38665;2026-07-08\|56.39\|0.70\|55.60\|57.50\|53.60\|45997;2026-07-09\|53.79\|-4.61\|54.70\|55.83\|50.91\|50301;2026-07-10\|52.85\|-1.75\|53.40\|55.81\|52.71\|39179;2026-07-13\|49.01\|-7.27\|52.68\|53.25\|48.66\|34740;2026-07-14\|49.94\|1.90\|49.00\|50.45\|48.00\|25791;2026-07-15\|47.48\|-4.93\|49.96\|50.18\|47.17\|28816;2026-07-16\|47.65\|0.36\|47.00\|50.42\|46.67\|30791;2026-07-17\|45.50\|-4.51\|47.39\|48.57\|45.50\|30630;2026-07-20\|40.95\|-10.00\|45.50\|46.28\|40.95\|37259;2026-07-21\|45.05\|10.01\|40.63\|45.05\|38.96\|45708;2026-07-22\|46.55\|3.33\|45.80\|49.56\|45.33\|57162;2026-07-23\|46.87\|0.69\|46.48\|47.98\|45.90\|34182;2026-07-24\|44.33\|-5.42\|45.90\|46.02\|44.22\|25094;2026-07-27\|48.76\|9.99\|43.30\|48.76\|43.30\|35475;2026-07-28\|46.90\|-3.81\|48.57\|50.95\|46.51\|54886;2026-07-29\|46.38\|-1.11\|47.22\|48.01\|45.42\|31400;2026-07-30\|44.77\|-3.47\|45.84\|46.87\|43.70\|30495;2026-07-31\|45.22\|1.01\|47.80\|48.75\|45.21\|32822;2026-08-03\|45.31\|0.20\|44.28\|45.41\|44.20\|20576;2026-08-04\|49.84\|10.00\|45.50\|49.84\|45.45\|33751;2026-08-05\|53.21\|6.76\|51.29\|54.82\|50.48\|97605;2026-08-06\|53.65\|0.83\|51.44\|54.80\|51.44\|75627;2026-08-07\|54.79\|2.12\|53.82\|55.26\|52.83\|62196;2026-08-10\|54.54\|-0.46\|54.79\|55.63\|53.25\|42558;2026-08-11\|54.23\|-0.57\|54.00\|55.20\|53.56\|32802;2026-08-12\|54.26\|0.06\|53.95\|54.58\|53.40\|28453;2026-08-13\|53.09\|-2.16\|54.80\|56.18\|53.00\|38298;2026-08-14\|53.91\|1.54\|53.09\|54.12\|52.60\|26586;2026-08-17\|54.93\|1.89\|54.00\|55.00\|53.48\|29098;2026-08-18\|55.53\|1.09\|55.00\|55.80\|53.76\|35425;2026-08-19\|51.85\|-6.63\|53.70\|54.35\|51.50\|30919;2026-08-20\|50.58\|-2.45\|52.44\|52.44\|50.16\|26839;2026-08-21\|50.38\|-0.40\|49.99\|50.86\|49.00\|18109;2026-08-24\|48.57\|-3.59\|50.16\|50.17\|47.45\|21701;2026-08-25\|49.16\|1.21\|48.42\|49.67\|46.70\|17804;2026-08-26\|48.45\|-1.44\|49.30\|49.50\|47.60\|13884;2026-08-27\|53.30\|10.01\|48.90\|53.30\|48.50\|35644;2026-08-28\|52.31\|-1.86\|54.00\|55.17\|52.20\|56941;2026-08-31\|52.15\|-0.31\|52.05\|53.86\|51.54\|37006;2026-09-01\|51.14\|-1.94\|52.50\|52.75\|50.83\|26364;2026-09-02\|50.40\|-1.45\|50.67\|50.96\|49.80\|17962;2026-09-03\|49.45\|-1.88\|50.89\|51.21\|49.32\|20732;2026-09-04\|47.50\|-3.94\|50.05\|50.99\|47.11\|27696;2026-09-07\|48.51\|2.13\|48.00\|48.77\|47.30\|18642;2026-09-08\|47.55\|-1.98\|48.19\|48.80\|47.31\|18510
123047	两大MLCC龙头发出涨价函	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658
123046	两大MLCC龙头发出涨价函	涨价+光模块晶振+CPO+人形机器人行业原因：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、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	公司为国内晶振龙头，消息称公司对全系列晶振产品实施价格调整，各品类产品调涨区间为10%-30%	2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805
123045	两大MLCC龙头发出涨价函	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772
123044	两大MLCC龙头发出涨价函	元件+碳酸锂+申请摘帽行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月28日年报，公司深耕石英晶体元器件领域20余年，是国内主要厂商之一，具备年产各类电子元器件20亿只的能力，产品已在高通、紫光展锐等头部平台完成导入认证。 2、据2026年4月28日年报，公司2025年新设全资子公司开展电池级碳酸锂业务，已形成年产5000吨产能并实现收入1.02亿元，形成“电子元器件+锂电新材料”双主业格局。 3、据2026年5月28日及5月13日异常波动公告，公司已向深交所提交撤销退市风险警示的申请，目前尚在审核中。	国内最具规模的石英晶体元器件制造商之一；公司的核心产品包括石英晶体谐振器和振荡器，这些产品是电子设备的重要组件，广泛应用于通讯、汽车电子、工业控制、家用电器、智能安防等多个领域	2026-04-30\|10.56\|3.23\|10.50\|10.74\|10.44\|122546;2026-05-06\|11.09\|5.02\|10.71\|11.09\|10.33\|123465;2026-05-07\|11.45\|3.25\|11.11\|11.59\|10.93\|107718;2026-05-08\|12.02\|4.98\|11.44\|12.02\|11.44\|79876;2026-05-11\|12.62\|4.99\|12.43\|12.62\|12.39\|34006;2026-05-12\|13.25\|4.99\|13.25\|13.25\|13.00\|79897;2026-05-13\|13.91\|4.98\|13.80\|13.91\|13.25\|69511;2026-05-14\|14.61\|5.03\|14.60\|14.61\|14.51\|17644;2026-05-15\|13.88\|-5.00\|15.19\|15.34\|13.88\|116619;2026-05-18\|13.19\|-4.97\|13.19\|13.19\|13.19\|12664;2026-05-19\|13.32\|0.99\|12.90\|13.58\|12.53\|173306;2026-05-20\|13.39\|0.53\|13.29\|13.99\|13.05\|105780;2026-05-21\|12.92\|-3.51\|13.18\|13.88\|12.75\|98454;2026-05-22\|13.57\|5.03\|13.14\|13.57\|13.05\|63136;2026-05-25\|14.25\|5.01\|14.24\|14.25\|14.15\|12224;2026-05-26\|14.74\|3.44\|14.82\|14.96\|14.23\|134050;2026-05-27\|15.48\|5.02\|14.66\|15.48\|14.65\|117948;2026-05-28\|15.68\|1.29\|15.50\|16.00\|15.23\|95577;2026-05-29\|15.10\|-3.70\|15.66\|15.96\|14.90\|88033;2026-06-01\|14.35\|-4.97\|15.11\|15.26\|14.35\|56017;2026-06-02\|14.10\|-1.74\|14.50\|14.78\|13.86\|54908;2026-06-03\|13.78\|-2.27\|14.28\|14.60\|13.65\|78242;2026-06-04\|13.09\|-5.01\|13.78\|14.05\|13.09\|78160;2026-06-05\|13.23\|1.07\|13.08\|13.35\|12.62\|61979;2026-06-08\|12.79\|-3.33\|13.30\|13.30\|12.66\|44523;2026-06-09\|13.43\|5.00\|12.90\|13.43\|12.90\|28734;2026-06-10\|13.88\|3.35\|14.00\|14.10\|13.70\|66032;2026-06-11\|13.83\|-0.36\|13.58\|14.28\|13.53\|45976;2026-06-12\|13.23\|-4.34\|13.87\|14.00\|13.15\|42296;2026-06-15\|13.32\|0.68\|13.23\|13.60\|12.92\|31177;2026-06-16\|13.29\|-0.23\|13.33\|13.59\|12.86\|37433;2026-06-17\|13.37\|0.60\|13.30\|13.93\|13.15\|33728;2026-06-18\|13.03\|-2.54\|13.06\|13.39\|13.02\|32402;2026-06-22\|12.38\|-4.99\|12.90\|13.09\|12.38\|38050;2026-06-23\|12.18\|-1.62\|12.30\|12.39\|11.84\|57706;2026-06-24\|12.22\|0.33\|12.30\|12.64\|11.62\|56965;2026-06-25\|12.04\|-1.47\|12.23\|12.28\|11.90\|32883;2026-06-26\|12.20\|1.33\|11.99\|12.57\|11.83\|28970;2026-06-29\|11.59\|-5.00\|12.18\|12.18\|11.59\|29535;2026-06-30\|11.33\|-2.24\|11.30\|11.49\|11.01\|29138;2026-07-01\|11.90\|5.03\|11.53\|11.90\|11.45\|41697;2026-07-02\|12.28\|3.19\|11.69\|12.43\|11.50\|53473;2026-07-03\|12.89\|4.97\|12.37\|12.89\|12.36\|29623;2026-07-06\|12.08\|-6.28\|13.26\|13.60\|12.01\|60794;2026-07-07\|11.85\|-1.90\|12.09\|12.30\|11.82\|26053;2026-07-08\|12.00\|1.27\|11.90\|12.28\|11.65\|20027;2026-07-09\|11.88\|-1.00\|12.19\|12.25\|11.66\|20218;2026-07-10\|11.97\|0.76\|11.88\|12.49\|11.61\|28172;2026-07-13\|11.57\|-3.34\|12.09\|12.19\|11.40\|24103;2026-07-14\|11.44\|-1.12\|11.31\|11.90\|11.03\|23353;2026-07-15\|11.59\|1.31\|11.66\|11.66\|11.30\|14735;2026-07-16\|11.26\|-2.85\|11.62\|11.62\|11.10\|11254;2026-07-17\|10.81\|-4.00\|11.26\|11.36\|10.46\|33479;2026-07-20\|9.73\|-9.99\|10.82\|11.11\|9.73\|38341;2026-07-21\|9.75\|0.21\|9.54\|9.88\|8.76\|47428;2026-07-23\|10.73\|10.05\|10.73\|10.73\|10.73\|56600;2026-07-24\|11.80\|9.97\|11.30\|11.80\|11.03\|87146;2026-07-27\|11.06\|-6.27\|11.80\|12.00\|10.62\|171023;2026-07-28\|12.17\|10.04\|10.72\|12.17\|10.72\|81298;2026-07-29\|13.39\|10.02\|11.86\|13.39\|11.50\|202888;2026-07-30\|14.24\|6.35\|13.26\|14.73\|13.00\|339720;2026-07-31\|13.67\|-4.00\|13.17\|14.95\|13.17\|303771;2026-08-03\|12.30\|-10.02\|13.20\|13.39\|12.30\|206692;2026-08-04\|13.53\|10.00\|12.75\|13.53\|12.13\|204605;2026-08-05\|13.75\|1.63\|13.22\|14.29\|13.22\|259772;2026-08-06\|13.94\|1.38\|13.60\|14.00\|13.18\|201225;2026-08-07\|13.75\|-1.36\|13.89\|14.16\|13.30\|174000;2026-08-10\|14.00\|1.82\|14.01\|14.41\|13.70\|139719;2026-08-11\|13.65\|-2.50\|13.61\|13.83\|13.35\|105011;2026-08-12\|13.23\|-3.08\|13.75\|13.75\|13.13\|109327;2026-08-13\|12.83\|-3.02\|13.30\|13.30\|12.81\|98472;2026-08-14\|12.70\|-1.01\|12.87\|13.09\|12.51\|72251;2026-08-17\|12.85\|1.18\|12.74\|12.91\|12.63\|64338;2026-08-18\|12.62\|-1.79\|12.86\|12.87\|12.40\|59533;2026-08-19\|11.83\|-6.26\|12.40\|12.40\|11.80\|77028;2026-08-20\|12.14\|2.62\|12.21\|12.31\|11.91\|59426;2026-08-21\|12.47\|2.72\|12.18\|12.65\|12.00\|80018;2026-08-24\|12.00\|-3.77\|12.43\|12.47\|11.83\|58712;2026-08-25\|12.19\|1.58\|12.12\|12.28\|11.83\|52579;2026-08-26\|12.25\|0.49\|12.19\|12.34\|12.08\|36623;2026-08-27\|12.44\|1.55\|12.25\|12.52\|12.13\|54310;2026-08-28\|12.59\|1.21\|12.36\|12.70\|12.31\|45480;2026-08-31\|12.73\|1.11\|12.51\|12.79\|12.40\|47326;2026-09-01\|12.36\|-2.91\|12.74\|12.81\|12.35\|46576;2026-09-02\|12.15\|-1.70\|12.20\|12.24\|12.00\|31126;2026-09-03\|12.17\|0.16\|12.35\|12.44\|12.10\|26789;2026-09-04\|12.07\|-0.82\|12.16\|12.33\|12.00\|31318;2026-09-07\|12.30\|1.91\|12.15\|12.55\|12.02\|40855;2026-09-08\|12.40\|0.81\|12.35\|12.49\|12.12\|39002
123043	AI液冷需求已明确传导至上游设备端	液冷服务器+谷歌合作+英伟达产业链行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月21日年报，公司作为全链条液冷开创者，率先推出Coolinside全链条液冷解决方案，实现从冷板、CDU到冷源等“端到端”产品覆盖及“厂到场”交付，并展出了为Google定制开发的Deschutes 5的CDU产品。 2、据2026年4月21日投资者关系活动记录表，公司UQD和MQD产品已列入英伟达MGX生态合作伙伴，其冷板、快接头等产品已获主流算力芯片厂商及头部设备制造商认可并规模采购。 3、据2025年年度报告，公司2026年将发挥液冷技术“全链条、全场景、全生命周期”优势，持续拓展海外AI液冷算力市场，积极展开与全产业链主流客户的合作，实现业务规模落地。	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，为英伟达数据中心部件提供商之一	2026-04-30\|94.60\|0.11\|95.02\|96.38\|93.06\|292123;2026-05-06\|97.77\|3.35\|96.03\|100.40\|95.80\|509090;2026-05-07\|102.53\|4.87\|98.50\|103.50\|97.01\|587315;2026-05-08\|102.28\|-0.24\|101.00\|104.32\|99.01\|445573;2026-05-11\|102.16\|-0.12\|102.40\|103.00\|97.29\|599579;2026-05-12\|99.99\|-2.12\|102.16\|102.60\|99.58\|443211;2026-05-13\|106.38\|6.39\|99.00\|107.20\|97.80\|693245;2026-05-14\|102.20\|-3.93\|108.90\|111.29\|102.19\|540480;2026-05-15\|100.49\|-1.67\|104.00\|105.00\|99.63\|436866;2026-05-18\|102.12\|1.62\|100.51\|104.86\|99.11\|400614;2026-05-19\|102.40\|0.27\|101.01\|103.46\|97.00\|475088;2026-05-20\|108.41\|5.87\|101.00\|110.48\|99.00\|705894;2026-05-21\|100.53\|-7.27\|108.40\|109.45\|100.33\|670459;2026-05-22\|104.94\|4.39\|102.44\|106.35\|100.77\|401763;2026-05-25\|106.10\|1.11\|106.33\|106.33\|103.00\|411091;2026-05-26\|98.57\|-7.10\|106.00\|106.00\|96.35\|796747;2026-05-27\|95.02\|-3.60\|97.50\|99.34\|94.11\|475454;2026-05-28\|97.52\|2.63\|95.02\|97.78\|93.50\|406566;2026-05-29\|91.00\|-6.69\|97.52\|97.77\|88.02\|647705;2026-06-01\|66.06\|-5.45\|68.51\|70.59\|65.66\|653410;2026-06-02\|67.49\|2.16\|66.30\|68.00\|64.40\|514809;2026-06-03\|68.32\|1.23\|67.50\|70.92\|67.28\|652871;2026-06-04\|69.22\|1.32\|67.49\|69.89\|67.18\|475321;2026-06-05\|65.90\|-4.80\|68.60\|68.60\|65.58\|468850;2026-06-08\|63.38\|-3.82\|62.40\|65.80\|62.20\|402509;2026-06-09\|69.72\|10.00\|64.00\|69.72\|63.55\|678232;2026-06-10\|68.90\|-1.18\|70.88\|72.69\|68.25\|715816;2026-06-11\|67.14\|-2.55\|68.90\|69.50\|66.21\|386019;2026-06-12\|66.08\|-1.58\|68.50\|70.00\|66.08\|597179;2026-06-15\|70.53\|6.73\|67.30\|70.68\|66.27\|541686;2026-06-16\|73.19\|3.77\|70.56\|75.14\|70.41\|706865;2026-06-17\|74.62\|1.95\|72.00\|75.48\|72.00\|562031;2026-06-18\|74.37\|-0.34\|75.03\|76.13\|73.54\|553636;2026-06-22\|77.30\|3.94\|74.55\|77.50\|72.80\|861948;2026-06-23\|81.48\|5.41\|85.03\|85.03\|79.00\|1358566;2026-06-24\|82.86\|1.69\|79.00\|83.56\|76.88\|1052507;2026-06-25\|86.99\|4.98\|85.00\|89.69\|84.10\|1030943;2026-06-26\|82.57\|-5.08\|84.39\|85.58\|81.00\|760726;2026-06-29\|76.70\|-7.11\|80.91\|82.82\|75.20\|712064;2026-06-30\|79.56\|3.73\|75.68\|80.68\|74.49\|605399;2026-07-01\|74.73\|-6.07\|79.56\|80.49\|74.00\|633253;2026-07-02\|71.40\|-4.46\|72.00\|75.27\|69.80\|524778;2026-07-03\|71.43\|0.04\|71.38\|74.41\|70.50\|432840;2026-07-06\|74.06\|3.68\|71.01\|76.99\|71.00\|651907;2026-07-07\|71.29\|-3.74\|72.00\|76.88\|71.05\|505101;2026-07-08\|72.12\|1.16\|72.00\|74.79\|70.50\|544177;2026-07-09\|75.87\|5.20\|73.44\|76.55\|68.24\|745033;2026-07-10\|73.54\|-3.07\|74.87\|78.50\|73.38\|720017;2026-07-13\|66.98\|-8.92\|72.72\|74.81\|66.40\|582259;2026-07-14\|70.13\|4.70\|66.86\|71.59\|65.35\|543450;2026-07-15\|67.74\|-3.41\|70.00\|70.89\|67.02\|362258;2026-07-16\|67.86\|0.18\|66.50\|70.77\|64.00\|457153;2026-07-17\|61.57\|-9.27\|68.40\|68.85\|61.20\|524069;2026-07-20\|55.46\|-9.92\|62.80\|63.61\|55.41\|536081;2026-07-21\|59.99\|8.17\|56.00\|60.22\|50.00\|717765;2026-07-22\|60.51\|0.87\|59.00\|64.24\|58.69\|612347;2026-07-23\|61.11\|0.99\|61.65\|63.77\|60.15\|361401;2026-07-24\|58.70\|-3.94\|59.00\|60.77\|58.00\|255580;2026-07-27\|61.26\|4.36\|58.72\|61.38\|58.02\|311689;2026-07-28\|55.13\|-10.01\|59.16\|59.98\|55.13\|474362;2026-07-29\|52.39\|-4.97\|54.00\|54.34\|50.78\|389842;2026-07-30\|47.15\|-10.00\|51.03\|52.00\|47.15\|465155;2026-07-31\|47.45\|0.64\|49.60\|50.35\|47.33\|556102;2026-08-03\|46.45\|-2.11\|46.56\|48.20\|45.82\|381242;2026-08-04\|49.43\|6.42\|47.03\|49.90\|46.44\|466669;2026-08-05\|52.33\|5.87\|48.45\|53.00\|48.35\|544119;2026-08-06\|52.93\|1.15\|51.60\|53.83\|50.77\|400237;2026-08-07\|55.90\|5.61\|53.88\|56.00\|53.00\|527205;2026-08-10\|55.24\|-1.18\|56.00\|57.10\|54.30\|347196;2026-08-11\|54.68\|-1.01\|55.33\|55.83\|54.08\|265500;2026-08-12\|56.01\|2.43\|54.93\|57.29\|54.16\|395152;2026-08-13\|55.45\|-1.00\|56.82\|57.87\|55.37\|437344;2026-08-14\|57.09\|2.96\|56.12\|57.37\|56.01\|364903;2026-08-17\|58.69\|2.80\|57.65\|58.69\|56.45\|411856;2026-08-18\|57.57\|-1.91\|58.59\|58.88\|56.51\|368988;2026-08-19\|52.59\|-8.65\|55.75\|56.20\|52.10\|432998;2026-08-20\|52.93\|0.65\|53.44\|53.77\|51.82\|278559;2026-08-21\|54.12\|2.25\|52.92\|55.32\|52.52\|368507;2026-08-24\|54.75\|1.16\|55.60\|56.20\|52.53\|437550;2026-08-25\|60.23\|10.01\|53.54\|60.23\|53.01\|964759;2026-08-26\|62.07\|3.06\|63.05\|63.30\|60.50\|1149536;2026-08-27\|65.97\|6.28\|62.60\|66.00\|61.48\|1066286;2026-08-28\|64.48\|-2.26\|65.03\|66.54\|64.10\|829485;2026-08-31\|68.21\|5.78\|62.98\|68.66\|62.89\|916331;2026-09-01\|65.90\|-3.39\|67.61\|67.77\|65.81\|594593;2026-09-02\|66.23\|0.50\|64.51\|67.79\|64.48\|613965;2026-09-03\|68.49\|3.41\|66.98\|70.62\|65.50\|890428;2026-09-04\|63.91\|-6.69\|67.00\|67.77\|62.48\|822010;2026-09-07\|64.47\|0.88\|63.01\|65.71\|62.63\|551566;2026-09-08\|63.00\|-2.28\|64.50\|65.90\|62.42\|526464
123042	AI液冷需求已明确传导至上游设备端	定增审核通过+人形机器人+液冷+数控机床 1、据2026年4月30日公司公告，创世纪向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过。 2、据2025年11月6日互动易，公司钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感器、关节部件等核心零部件的精密加工；据2026年4月2日投资者关系活动记录表，公司已与部分机器人领域客户及其零部件加工厂商有合作关系。 3、据2026年4月2日投资者关系活动记录表，在 AI 液冷领域，针对 AI 服务器散热场景常见的散热器、冷板、热管、鳍片、冷头、大型分水器等不同工件加工需求，公司在已有机型上进行定制化升级，推出钻铣加工中心、立式加工中心、型材加工中心等组合产品解决方案。 4、公司是国内数控机床领先企业，主营高端数控机床。据2026年4月2日投资者关系活动记录表，2025年公司3C钻铣加工中心收入21.85亿元，市占率行业第一，海外业务收入3.91亿元，同比增长88.26%。	1、公司针对AI液冷服务器散热场景推出型材加工中心等组合方案，2025年已获多家液冷硬件厂商及代工厂订单，产品均价显著高于传统机型，26、27年出货量预期持续快速增长； 2、公司已与机器人领域部分客户及其零部件加工厂商有合作关系，公司多种产品（包括钻攻机、立式加工中心、卧式加工中心、五轴联动加工中心等）可用于人形机器人部分零部件的精密加工	2026-04-30\|10.19\|20.02\|9.17\|10.19\|9.17\|4003210;2026-05-06\|9.77\|-4.12\|9.98\|10.07\|9.60\|2746252;2026-05-07\|10.27\|5.12\|9.77\|10.42\|9.61\|2520018;2026-05-08\|10.41\|1.36\|10.10\|10.69\|9.95\|2163014;2026-05-11\|10.46\|0.48\|10.40\|10.71\|10.23\|1906681;2026-05-12\|10.18\|-2.68\|10.37\|10.93\|10.15\|1676526;2026-05-13\|10.13\|-0.49\|10.11\|10.36\|10.01\|1074671;2026-05-14\|10.53\|3.95\|10.11\|10.86\|9.95\|1876629;2026-05-15\|11.93\|13.30\|10.37\|12.47\|10.30\|3315504;2026-05-18\|11.82\|-0.92\|11.52\|12.00\|11.30\|1933387;2026-05-19\|11.55\|-2.28\|11.71\|11.81\|11.37\|1200676;2026-05-20\|11.23\|-2.77\|11.55\|11.56\|11.13\|959729;2026-05-21\|10.86\|-3.29\|11.24\|11.66\|10.82\|1538368;2026-05-22\|10.94\|0.74\|10.87\|11.00\|10.44\|1101658;2026-05-25\|10.67\|-2.47\|10.93\|10.93\|10.51\|1004639;2026-05-26\|10.88\|1.97\|10.78\|11.10\|10.59\|1498720;2026-05-27\|10.57\|-2.85\|10.65\|11.14\|10.46\|1314281;2026-05-28\|10.57\|0.00\|10.40\|10.77\|10.30\|823312;2026-05-29\|10.01\|-5.30\|10.57\|10.86\|9.91\|1145304;2026-06-01\|9.98\|-0.30\|10.06\|10.24\|9.92\|651899;2026-06-02\|9.93\|-0.50\|10.18\|10.26\|9.61\|770775;2026-06-03\|9.87\|-0.60\|9.80\|10.24\|9.74\|749853;2026-06-04\|9.71\|-1.62\|9.78\|9.79\|9.57\|673358;2026-06-05\|10.35\|6.59\|9.61\|10.63\|9.25\|1238788;2026-06-08\|10.25\|-0.97\|10.01\|10.66\|9.97\|1052369;2026-06-09\|11.01\|7.41\|10.30\|11.09\|10.16\|1489246;2026-06-10\|10.61\|-3.63\|10.80\|11.06\|10.50\|930487;2026-06-11\|10.43\|-1.70\|10.50\|10.63\|10.14\|787987;2026-06-12\|10.30\|-1.25\|10.60\|10.80\|10.19\|772356;2026-06-15\|10.79\|4.76\|10.36\|10.98\|10.35\|948783;2026-06-16\|11.36\|5.28\|10.88\|11.47\|10.70\|1042388;2026-06-17\|11.24\|-1.06\|11.17\|11.64\|11.08\|914556;2026-06-18\|11.70\|4.09\|11.20\|11.91\|11.14\|1131665;2026-06-22\|11.25\|-3.85\|11.70\|11.86\|10.97\|1032332;2026-06-23\|11.25\|0.00\|11.29\|11.68\|11.14\|721674;2026-06-24\|12.95\|15.11\|11.25\|13.19\|10.90\|2114726;2026-06-25\|13.16\|1.62\|12.95\|13.26\|12.69\|1619709;2026-06-26\|12.73\|-3.27\|13.03\|13.16\|12.17\|1582214;2026-06-29\|12.16\|-4.48\|12.97\|13.04\|12.03\|1268850;2026-06-30\|13.62\|12.01\|12.26\|13.79\|12.26\|1641903;2026-07-01\|13.66\|0.29\|13.55\|14.28\|13.51\|1275619;2026-07-02\|13.47\|-1.39\|13.39\|14.33\|13.27\|1525350;2026-07-03\|13.66\|1.41\|13.60\|14.45\|13.21\|1666427;2026-07-06\|14.39\|5.34\|13.45\|14.66\|13.35\|1889576;2026-07-07\|14.32\|-0.49\|14.09\|15.10\|13.98\|1704519;2026-07-08\|12.92\|-9.78\|14.23\|14.23\|12.85\|1945209;2026-07-09\|13.51\|4.57\|12.97\|13.61\|12.82\|1245493;2026-07-10\|13.31\|-1.48\|13.53\|14.13\|13.06\|1050105;2026-07-13\|11.43\|-14.12\|12.98\|12.98\|11.38\|1600692;2026-07-14\|11.60\|1.49\|11.37\|11.74\|10.99\|878775;2026-07-15\|11.60\|0.00\|11.73\|12.08\|11.11\|724908;2026-07-16\|11.88\|2.41\|11.76\|13.20\|11.72\|1484436;2026-07-17\|10.83\|-8.84\|11.89\|12.13\|10.63\|1273496;2026-07-20\|10.22\|-5.63\|11.31\|11.42\|9.95\|1190234;2026-07-21\|11.51\|12.62\|10.38\|11.55\|9.63\|1457235;2026-07-22\|10.88\|-5.47\|11.32\|11.50\|10.80\|861321;2026-07-23\|10.82\|-0.55\|10.87\|11.15\|10.70\|639219;2026-07-24\|10.99\|1.57\|10.70\|11.15\|10.45\|651066;2026-07-27\|11.45\|4.19\|10.88\|11.49\|10.66\|815042;2026-07-28\|10.59\|-7.51\|11.15\|11.33\|10.53\|846835;2026-07-29\|10.91\|3.02\|10.57\|10.95\|9.92\|998696;2026-07-30\|9.94\|-8.89\|10.93\|10.99\|9.74\|981363;2026-07-31\|10.41\|4.73\|10.75\|11.11\|10.38\|1092972;2026-08-03\|10.68\|2.59\|10.38\|10.79\|10.21\|576892;2026-08-04\|11.80\|10.49\|10.85\|11.88\|10.66\|1032884;2026-08-05\|12.97\|9.92\|11.88\|12.97\|11.70\|1170493;2026-08-06\|13.31\|2.62\|12.60\|13.55\|12.50\|1383049;2026-08-07\|14.48\|8.79\|13.70\|14.88\|13.63\|1881519;2026-08-10\|14.57\|0.62\|14.44\|14.79\|14.11\|1349608;2026-08-11\|14.03\|-3.71\|14.22\|14.59\|13.78\|1094490;2026-08-12\|14.44\|2.92\|14.00\|14.59\|13.90\|1000232;2026-08-13\|13.98\|-3.19\|14.34\|14.63\|13.97\|850098;2026-08-14\|13.95\|-0.21\|14.09\|14.26\|13.50\|760667;2026-08-17\|13.96\|0.07\|14.10\|14.19\|13.65\|799870;2026-08-18\|13.98\|0.14\|13.96\|14.50\|13.82\|868643;2026-08-19\|12.73\|-8.94\|13.55\|13.71\|12.63\|983511;2026-08-20\|13.41\|5.34\|12.93\|13.73\|12.62\|859104;2026-08-21\|13.53\|0.89\|13.36\|14.03\|13.14\|640444;2026-08-24\|13.37\|-1.18\|13.53\|13.63\|12.88\|605370;2026-08-25\|13.78\|3.07\|13.30\|13.88\|13.11\|1014756;2026-08-26\|13.35\|-3.12\|13.85\|14.00\|13.18\|1313114;2026-08-27\|13.43\|0.60\|13.31\|13.61\|12.87\|1224528;2026-08-28\|13.37\|-0.45\|13.60\|14.39\|13.24\|1165763;2026-08-31\|13.76\|2.92\|13.16\|13.85\|13.10\|805656;2026-09-01\|13.40\|-2.62\|13.72\|13.72\|13.30\|621740;2026-09-02\|13.39\|-0.07\|13.12\|13.63\|13.05\|573015;2026-09-03\|13.31\|-0.60\|13.52\|13.60\|13.01\|673780;2026-09-04\|12.29\|-7.66\|13.39\|13.55\|12.21\|930879;2026-09-07\|12.87\|4.72\|12.40\|13.00\|12.10\|779922;2026-09-08\|12.45\|-3.26\|12.80\|12.97\|12.31\|516467
123041	AI液冷需求已明确传导至上游设备端	液冷服务器+储能温控+定增过会 1、据2026年4月1日年报，公司在数据中心领域推出冷板式液冷和浸没液冷全套解决方案，产品覆盖CDU、Manifold、TANK等，并研发一体式风液型服务器机柜，用于高密度液冷服务器散热。 2、据2026年4月1日年报，公司储能温控领域积累了宁德时代、比亚迪、阳光电源等优质客户，2025年该业务营业收入约16.86亿元，同比增长约43%。 3、据2026年7月2日公告，公司向特定对象发行股票申请获深交所上市审核中心审核通过，拟募资不超11.40亿元用于南方总部暨工业领域冷却设备及组件项目、液冷温控项目等。	公司是工业温控整体解决方案服务商，在数据中心领域推出冷板式液冷和浸没液冷产品	2026-04-30\|80.39\|-3.84\|83.44\|83.60\|79.98\|57389;2026-05-06\|85.85\|6.79\|81.91\|87.33\|81.50\|72497;2026-05-07\|88.30\|2.85\|86.04\|88.98\|85.06\|52736;2026-05-08\|88.15\|0.17\|87.00\|89.20\|85.75\|44482;2026-05-11\|92.43\|4.86\|89.00\|93.80\|87.08\|96103;2026-05-12\|92.25\|-0.19\|92.50\|92.99\|90.14\|47999;2026-05-13\|94.30\|2.22\|91.03\|95.09\|90.30\|50382;2026-05-14\|91.26\|-3.22\|95.00\|95.30\|91.26\|42719;2026-05-15\|90.22\|-1.14\|91.32\|92.90\|88.71\|48140;2026-05-18\|90.50\|0.31\|89.40\|92.15\|88.50\|36317;2026-05-19\|92.23\|1.91\|91.52\|92.49\|87.59\|59640;2026-05-20\|104.00\|12.76\|91.50\|107.30\|90.42\|137256;2026-05-21\|94.00\|-9.62\|103.00\|104.99\|93.15\|108343;2026-05-22\|99.70\|6.06\|95.03\|100.85\|93.43\|99846;2026-05-25\|99.33\|-0.37\|99.91\|101.80\|97.68\|74243;2026-05-26\|93.00\|-6.37\|99.32\|99.32\|91.40\|78216;2026-05-27\|86.60\|-6.88\|92.28\|93.80\|85.50\|77729;2026-05-28\|89.19\|2.99\|86.61\|89.58\|85.29\|52538;2026-05-29\|81.00\|-9.18\|89.08\|89.88\|80.73\|71474;2026-06-01\|77.80\|-3.95\|80.82\|82.33\|77.75\|44289;2026-06-02\|78.50\|0.90\|77.80\|79.88\|76.05\|44151;2026-06-03\|79.20\|0.89\|78.65\|84.35\|78.12\|62262;2026-06-04\|81.95\|3.47\|77.62\|82.66\|77.33\|62461;2026-06-05\|81.53\|-0.51\|81.51\|82.49\|80.36\|45645;2026-06-08\|78.03\|-4.29\|77.18\|79.90\|76.30\|42795;2026-06-09\|83.18\|6.60\|78.73\|84.48\|78.07\|60463;2026-06-10\|78.87\|-5.18\|82.50\|82.79\|78.30\|46150;2026-06-11\|79.26\|0.49\|78.80\|81.20\|78.01\|36241;2026-06-12\|82.02\|3.48\|80.75\|85.54\|79.88\|68989;2026-06-15\|88.60\|8.02\|81.53\|89.18\|81.48\|85199;2026-06-16\|91.60\|3.39\|89.00\|92.50\|87.86\|75746;2026-06-17\|93.59\|2.17\|90.00\|94.86\|90.00\|57805;2026-06-18\|99.24\|6.04\|93.27\|100.40\|93.03\|90200;2026-06-22\|100.21\|0.98\|103.01\|106.76\|97.10\|94974;2026-06-23\|101.50\|1.29\|103.88\|107.20\|99.01\|88681;2026-06-24\|111.00\|9.36\|99.63\|112.98\|98.63\|96721;2026-06-25\|106.87\|-3.72\|112.41\|113.22\|106.70\|75015;2026-06-26\|102.91\|-3.71\|106.01\|109.13\|102.00\|84459;2026-06-29\|97.03\|-5.71\|102.66\|105.92\|94.40\|81010;2026-06-30\|105.07\|8.29\|97.01\|105.59\|95.72\|71166;2026-07-01\|100.04\|-4.79\|103.05\|108.88\|98.88\|59408;2026-07-02\|96.40\|-3.64\|97.99\|101.78\|95.08\|57788;2026-07-03\|100.10\|3.84\|95.43\|103.12\|95.40\|67384;2026-07-06\|104.60\|4.50\|101.00\|108.99\|100.14\|69594;2026-07-07\|100.99\|-3.45\|104.00\|107.95\|100.40\|44968;2026-07-08\|97.82\|-3.14\|100.69\|105.60\|97.70\|54355;2026-07-09\|105.62\|7.97\|102.80\|106.26\|93.33\|79388;2026-07-10\|109.04\|3.24\|105.67\|113.50\|104.69\|90725;2026-07-13\|104.99\|-3.71\|109.66\|119.78\|103.22\|104996;2026-07-14\|120.41\|14.69\|107.09\|125.99\|107.00\|154132;2026-07-15\|113.82\|-5.47\|118.00\|119.90\|106.01\|119502;2026-07-16\|109.80\|-3.53\|111.89\|115.90\|106.99\|78762;2026-07-17\|92.74\|-15.54\|106.86\|109.80\|92.00\|90704;2026-07-20\|78.76\|-15.07\|96.51\|97.39\|76.08\|106234;2026-07-21\|87.01\|10.47\|79.40\|87.28\|73.63\|105776;2026-07-22\|95.94\|10.26\|86.50\|102.52\|84.80\|102737;2026-07-23\|91.15\|-4.99\|95.14\|98.80\|90.50\|61274;2026-07-24\|87.74\|-3.74\|87.72\|91.94\|86.00\|53213;2026-07-27\|90.67\|3.34\|87.74\|92.00\|86.33\|52989;2026-07-28\|82.31\|-9.22\|90.26\|92.00\|81.55\|56037;2026-07-29\|75.04\|-8.83\|81.08\|82.10\|73.71\|81886;2026-07-30\|64.20\|-14.45\|74.74\|75.00\|63.80\|86498;2026-07-31\|65.13\|1.45\|71.14\|71.88\|64.90\|95417;2026-08-03\|60.32\|-7.39\|65.00\|65.50\|59.81\|78195;2026-08-04\|66.84\|10.81\|61.85\|67.80\|60.50\|84303;2026-08-05\|70.17\|4.98\|65.83\|71.07\|65.66\|71395;2026-08-06\|70.16\|-0.01\|68.92\|71.00\|67.20\|57937;2026-08-07\|73.85\|5.26\|70.59\|75.09\|69.15\|78760;2026-08-10\|72.79\|-1.44\|74.44\|74.95\|70.31\|63303;2026-08-11\|72.22\|-0.78\|72.52\|75.87\|71.90\|64598;2026-08-12\|73.88\|2.30\|72.29\|75.48\|71.58\|53225;2026-08-13\|73.15\|-0.99\|74.86\|77.25\|73.08\|57442;2026-08-14\|75.00\|2.53\|74.61\|76.18\|73.38\|55515;2026-08-17\|78.20\|4.27\|75.47\|78.24\|74.90\|65693;2026-08-18\|75.33\|-3.67\|78.20\|78.20\|74.28\|64377;2026-08-19\|67.66\|-10.18\|72.94\|73.16\|67.32\|67270;2026-08-20\|68.85\|1.76\|68.76\|69.85\|67.66\|40687;2026-08-21\|73.13\|6.22\|68.50\|77.00\|67.69\|76258;2026-08-24\|73.23\|0.14\|73.00\|75.46\|70.34\|67559;2026-08-25\|83.16\|13.56\|71.77\|84.25\|71.29\|135170;2026-08-26\|82.00\|-1.39\|86.77\|87.48\|81.60\|113926;2026-08-27\|91.13\|11.13\|83.46\|92.68\|81.24\|124796;2026-08-28\|89.82\|-1.44\|90.73\|93.50\|89.06\|105404;2026-08-31\|102.57\|14.20\|90.53\|104.00\|90.50\|117317;2026-09-01\|100.80\|-1.73\|103.32\|103.66\|99.00\|84585;2026-09-02\|97.90\|-2.88\|98.02\|102.44\|97.78\|98362;2026-09-03\|107.21\|9.51\|99.16\|110.00\|98.08\|145118;2026-09-04\|96.40\|-10.08\|106.32\|106.98\|95.75\|152958;2026-09-07\|97.60\|1.24\|96.34\|99.50\|94.12\|110348;2026-09-08\|93.35\|-4.35\|96.81\|96.81\|91.56\|113729
123040	AI液冷需求已明确传导至上游设备端		公司在液冷散热领域拥有核心技术，自主研发的3D VC散热器散热功耗达1400W，部分产品已批量交付给主流服务器厂商	2026-04-30\|35.73\|-2.51\|36.01\|36.10\|35.08\|259678;2026-05-06\|36.42\|1.93\|36.03\|37.00\|36.03\|269795;2026-05-07\|38.04\|4.45\|36.65\|38.09\|36.30\|343852;2026-05-08\|37.50\|-1.42\|37.60\|37.96\|37.30\|248534;2026-05-11\|37.42\|-0.21\|37.79\|37.89\|37.05\|274877;2026-05-12\|36.70\|-1.92\|37.35\|37.48\|36.26\|214903;2026-05-13\|38.23\|4.17\|36.45\|38.42\|36.27\|292826;2026-05-14\|37.36\|-2.28\|38.56\|39.13\|37.00\|280622;2026-05-15\|37.82\|1.23\|37.63\|38.10\|36.58\|287823;2026-05-18\|38.79\|2.56\|37.50\|39.33\|36.74\|314335;2026-05-19\|39.47\|1.75\|38.50\|39.66\|37.45\|308689;2026-05-20\|41.96\|6.31\|39.26\|42.48\|38.96\|476021;2026-05-21\|38.45\|-8.37\|41.94\|41.96\|38.38\|421702;2026-05-22\|39.83\|3.59\|38.61\|40.15\|38.01\|282334;2026-05-25\|45.90\|15.24\|43.75\|46.60\|40.82\|731128;2026-05-26\|46.79\|1.94\|47.65\|48.68\|45.73\|619085;2026-05-27\|44.83\|-4.07\|46.15\|47.83\|44.50\|457118;2026-05-28\|49.08\|9.48\|44.30\|49.20\|44.05\|555688;2026-05-29\|45.30\|-7.70\|48.60\|49.29\|45.01\|525065;2026-06-01\|44.62\|-1.50\|46.65\|47.70\|44.00\|403302;2026-06-02\|45.00\|0.85\|44.01\|45.60\|43.08\|371268;2026-06-03\|42.28\|-6.04\|44.66\|44.80\|41.51\|478376;2026-06-04\|42.26\|-0.05\|41.76\|43.37\|41.50\|315780;2026-06-05\|40.79\|-3.48\|42.10\|42.29\|40.30\|302235;2026-06-08\|38.38\|-5.91\|39.00\|40.24\|37.86\|276174;2026-06-09\|42.23\|10.03\|39.00\|42.47\|38.63\|310357;2026-06-10\|40.86\|-3.24\|41.40\|42.05\|40.20\|174495;2026-06-11\|41.63\|1.88\|40.86\|42.87\|39.84\|285137;2026-06-12\|41.63\|0.00\|42.37\|43.42\|41.31\|271247;2026-06-15\|46.52\|11.75\|42.71\|46.88\|42.30\|407749;2026-06-16\|48.40\|4.04\|46.05\|49.18\|45.70\|336771;2026-06-17\|49.15\|1.55\|47.65\|50.48\|47.50\|316532;2026-06-18\|49.52\|0.75\|49.06\|50.48\|48.40\|256759;2026-06-22\|49.08\|-0.89\|50.41\|50.79\|47.80\|274024;2026-06-23\|46.06\|-6.15\|50.50\|51.43\|45.57\|315048;2026-06-24\|49.20\|6.82\|45.90\|49.66\|45.66\|266394;2026-06-25\|49.58\|0.77\|49.25\|51.08\|48.01\|355428;2026-06-26\|49.97\|0.79\|49.00\|52.92\|48.58\|387295;2026-06-29\|47.81\|-4.32\|50.05\|51.83\|46.75\|346015;2026-06-30\|51.20\|7.09\|47.81\|51.60\|47.40\|286854;2026-07-01\|48.28\|-5.70\|51.00\|51.68\|47.50\|323030;2026-07-02\|46.58\|-3.52\|47.49\|49.94\|46.28\|298391;2026-07-03\|46.45\|-0.28\|46.35\|49.30\|46.10\|270689;2026-07-06\|49.47\|6.50\|46.78\|51.14\|46.20\|467366;2026-07-07\|46.73\|-5.54\|48.81\|49.85\|46.35\|296008;2026-07-08\|44.17\|-5.48\|47.18\|48.58\|44.12\|269497;2026-07-09\|46.87\|6.11\|45.21\|47.08\|43.00\|266422;2026-07-10\|45.82\|-2.24\|46.88\|49.37\|45.82\|278154;2026-07-13\|40.37\|-11.89\|45.60\|46.44\|40.29\|306788;2026-07-14\|42.70\|5.77\|41.58\|43.28\|39.70\|250585;2026-07-15\|40.58\|-4.96\|42.92\|43.44\|40.29\|193365;2026-07-16\|41.03\|1.11\|40.10\|43.50\|38.65\|308096;2026-07-17\|36.61\|-10.77\|41.50\|41.86\|36.07\|279547;2026-07-20\|34.20\|-6.58\|38.31\|38.88\|33.08\|315050;2026-07-21\|36.69\|7.28\|35.00\|36.83\|31.44\|301661;2026-07-22\|37.78\|2.97\|36.11\|40.00\|35.91\|302516;2026-07-23\|36.57\|-3.20\|38.27\|39.50\|36.00\|220155;2026-07-24\|35.38\|-3.25\|35.71\|36.81\|34.98\|135962;2026-07-27\|37.40\|5.71\|35.38\|38.00\|34.60\|219911;2026-07-28\|34.23\|-8.48\|36.12\|37.11\|33.86\|191679;2026-07-29\|33.66\|-1.67\|34.43\|35.14\|31.78\|245283;2026-07-30\|30.86\|-8.32\|33.30\|33.59\|30.66\|240848;2026-07-31\|31.72\|2.79\|33.50\|33.80\|31.64\|219677;2026-08-03\|30.99\|-2.30\|31.40\|31.97\|30.54\|150170;2026-08-04\|34.37\|10.91\|31.48\|34.76\|30.92\|249155;2026-08-05\|36.29\|5.59\|34.12\|37.01\|33.97\|228661;2026-08-06\|36.57\|0.77\|35.60\|37.31\|35.28\|162764;2026-08-07\|37.30\|2.00\|36.81\|37.76\|35.96\|175892;2026-08-10\|36.20\|-2.95\|37.63\|37.63\|35.55\|155229;2026-08-11\|36.63\|1.19\|36.05\|37.56\|35.74\|163770;2026-08-12\|37.42\|2.16\|36.61\|37.96\|36.31\|134575;2026-08-13\|37.56\|0.37\|37.88\|38.94\|37.55\|193827;2026-08-14\|38.70\|3.04\|40.88\|41.00\|37.92\|245220;2026-08-17\|41.90\|8.27\|39.07\|41.90\|38.81\|285509;2026-08-18\|44.44\|6.06\|41.67\|44.65\|41.11\|355082;2026-08-19\|40.03\|-9.92\|42.40\|43.10\|39.86\|292608;2026-08-20\|40.52\|1.22\|40.88\|41.41\|39.91\|187187;2026-08-21\|41.57\|2.59\|40.60\|42.85\|40.00\|203040;2026-08-24\|43.12\|3.73\|42.86\|44.56\|41.75\|351470;2026-08-25\|45.80\|6.22\|43.10\|46.20\|41.65\|430653;2026-08-26\|43.23\|-5.61\|44.51\|45.08\|42.70\|408644;2026-08-27\|44.55\|3.05\|43.24\|44.78\|42.21\|418641;2026-08-28\|42.50\|-4.60\|43.66\|44.93\|42.50\|304268;2026-08-31\|46.20\|8.71\|41.88\|46.37\|41.67\|491202;2026-09-01\|46.09\|-0.24\|46.21\|46.55\|45.17\|271864;2026-09-02\|45.48\|-1.32\|46.10\|46.26\|44.80\|203955;2026-09-03\|45.86\|0.84\|45.93\|46.74\|45.00\|302321;2026-09-04\|42.80\|-6.67\|45.98\|46.00\|42.46\|326537;2026-09-07\|42.22\|-1.36\|42.79\|42.84\|40.58\|349135;2026-09-08\|39.74\|-5.87\|42.43\|42.43\|39.31\|375422
123039	AI液冷需求已明确传导至上游设备端	液冷服务器+数据中心+业绩预增行业原因： 1、英伟达液冷供应商维谛技术在2026年2月11日股价大幅上涨24%，主要受其2025财年第四季度财报超预期以及强劲的业绩指引驱动。 2、西部证券此前指出，随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，2026年有望进入液冷产业化放量的关键节点。公司原因： 1、据2025年半年度报告，公司数据服务板块营收同比增长43.77%，与H公司、字节、腾讯、阿里等头部客户合作深化。 2、据2025年9月1日互动易，公司液冷产线7月投产，产能充足，订单已排至2026年。 3、据2026年1月26日业绩预告，预计2025年净利润2.05-2.46亿元，同比增长77.39%-112.87%。	公司数据服务空调主要应用于新基建中的5G建设和大数据中心建设场景，主要客户包括华为、曙光、秦淮数据等	2026-04-30\|116.81\|0.25\|116.99\|118.79\|111.80\|120869;2026-05-06\|119.55\|2.35\|118.40\|121.40\|117.00\|103817;2026-05-07\|136.68\|14.33\|120.94\|138.00\|116.69\|197317;2026-05-08\|135.70\|-0.72\|135.00\|137.20\|133.30\|105240;2026-05-11\|136.71\|0.74\|135.60\|140.08\|129.87\|120124;2026-05-12\|136.26\|-0.33\|136.70\|137.91\|133.00\|89509;2026-05-13\|139.95\|2.71\|134.98\|140.88\|131.44\|163275;2026-05-14\|133.10\|-4.89\|142.05\|142.05\|132.26\|129097;2026-05-15\|131.81\|-0.97\|135.67\|140.00\|129.78\|148345;2026-05-18\|139.04\|5.49\|130.02\|144.58\|128.71\|138423;2026-05-19\|144.36\|3.83\|138.01\|145.89\|133.50\|117336;2026-05-20\|163.22\|13.06\|144.37\|165.34\|144.37\|154042;2026-05-21\|154.50\|-5.34\|163.19\|168.88\|153.00\|133535;2026-05-22\|168.18\|8.85\|157.59\|169.86\|155.00\|122932;2026-05-25\|167.29\|-0.53\|170.00\|170.00\|159.19\|126431;2026-05-26\|156.61\|-6.38\|164.60\|166.00\|153.00\|112979;2026-05-27\|152.03\|-2.92\|155.89\|159.99\|150.10\|77779;2026-05-28\|154.85\|1.85\|151.66\|155.10\|148.50\|85354;2026-05-29\|143.30\|-7.46\|155.99\|157.24\|141.00\|101498;2026-06-01\|132.93\|-7.24\|144.01\|145.01\|131.98\|108247;2026-06-02\|98.90\|4.36\|95.89\|101.19\|94.50\|137550;2026-06-03\|97.41\|-1.51\|100.88\|102.58\|96.31\|129717;2026-06-04\|102.99\|5.73\|97.55\|105.00\|96.51\|137323;2026-06-05\|97.47\|-5.36\|101.61\|102.99\|96.43\|127465;2026-06-08\|91.54\|-6.08\|94.38\|95.55\|89.82\|129784;2026-06-09\|104.00\|13.61\|94.00\|104.98\|93.36\|201813;2026-06-10\|100.85\|-3.03\|102.83\|105.77\|99.03\|126763;2026-06-11\|97.59\|-3.23\|101.46\|102.00\|95.66\|101197;2026-06-12\|98.20\|0.63\|101.00\|102.08\|96.70\|140163;2026-06-15\|109.18\|11.18\|99.50\|109.42\|99.50\|166153;2026-06-16\|110.15\|0.89\|108.51\|114.50\|107.01\|159412;2026-06-17\|112.77\|2.38\|108.52\|113.99\|107.01\|181556;2026-06-18\|116.31\|3.14\|114.51\|121.86\|114.03\|218520;2026-06-22\|109.90\|-5.51\|116.30\|119.97\|106.12\|231448;2026-06-23\|110.53\|0.57\|118.00\|124.28\|109.74\|256169;2026-06-24\|112.90\|2.14\|108.50\|115.08\|106.00\|199487;2026-06-25\|114.91\|1.78\|114.66\|123.80\|113.22\|220233;2026-06-26\|108.09\|-5.94\|112.00\|115.92\|107.00\|178185;2026-06-29\|102.24\|-5.41\|108.12\|111.00\|97.02\|182806;2026-06-30\|115.61\|13.08\|101.00\|116.16\|100.20\|217833;2026-07-01\|109.92\|-4.92\|120.00\|125.00\|108.00\|229006;2026-07-02\|107.56\|-2.15\|106.92\|115.80\|104.00\|198756;2026-07-03\|117.78\|9.50\|106.48\|123.85\|106.48\|277931;2026-07-06\|125.00\|6.13\|117.78\|132.00\|117.78\|237004;2026-07-07\|118.08\|-5.54\|128.00\|133.11\|117.58\|219809;2026-07-08\|117.88\|-0.17\|120.45\|130.32\|117.21\|219611;2026-07-09\|123.55\|4.81\|120.00\|123.79\|112.22\|221475;2026-07-10\|119.56\|-3.23\|121.34\|128.61\|119.30\|200342;2026-07-13\|110.60\|-7.49\|120.78\|124.79\|109.10\|187588;2026-07-14\|113.88\|2.97\|109.96\|115.89\|104.60\|167865;2026-07-15\|105.98\|-6.94\|115.88\|115.88\|104.30\|151678;2026-07-16\|102.91\|-2.90\|101.11\|109.44\|98.01\|127832;2026-07-17\|86.96\|-15.50\|102.10\|102.88\|86.74\|181306;2026-07-20\|79.81\|-8.22\|92.00\|93.28\|75.10\|208958;2026-07-21\|90.23\|13.06\|81.02\|90.50\|70.09\|219655;2026-07-22\|91.10\|0.96\|89.24\|98.98\|88.98\|213755;2026-07-23\|88.73\|-2.60\|92.92\|96.50\|87.72\|139126;2026-07-24\|85.40\|-3.75\|87.15\|89.00\|84.13\|100429;2026-07-27\|93.13\|9.05\|84.52\|94.88\|83.19\|134727;2026-07-28\|78.68\|-15.52\|89.60\|90.00\|77.51\|210421;2026-07-29\|77.55\|-1.44\|78.14\|79.54\|72.20\|235074;2026-07-30\|67.75\|-12.64\|77.05\|77.55\|67.11\|204975;2026-07-31\|70.56\|4.15\|75.01\|76.00\|70.47\|206940;2026-08-03\|68.66\|-2.69\|70.21\|71.32\|67.66\|116849;2026-08-04\|78.00\|13.60\|70.58\|79.00\|69.60\|189640;2026-08-05\|84.10\|7.82\|75.98\|85.46\|75.40\|174047;2026-08-06\|83.35\|-0.89\|82.52\|86.00\|80.57\|133860;2026-08-07\|86.68\|4.00\|84.23\|88.36\|82.36\|157594;2026-08-10\|89.42\|3.16\|94.50\|96.28\|86.68\|236612;2026-08-11\|91.50\|2.33\|93.33\|96.50\|90.50\|243369;2026-08-12\|91.85\|0.38\|91.50\|94.50\|88.91\|167095;2026-08-13\|90.00\|-2.01\|93.72\|96.50\|89.88\|194242;2026-08-14\|92.60\|2.89\|91.09\|94.48\|90.68\|146095;2026-08-17\|100.18\|8.19\|94.01\|100.20\|92.01\|186813;2026-08-18\|96.79\|-3.38\|101.38\|101.67\|92.48\|191789;2026-08-19\|86.80\|-10.32\|93.10\|94.77\|86.00\|191347;2026-08-20\|86.50\|-0.35\|89.01\|89.40\|84.54\|126916;2026-08-21\|89.60\|3.58\|85.23\|93.09\|85.23\|145491;2026-08-24\|89.70\|0.11\|91.00\|92.59\|86.70\|158981;2026-08-25\|104.20\|16.16\|88.00\|107.46\|86.85\|347569;2026-08-26\|102.60\|-1.54\|105.21\|105.98\|99.07\|237993;2026-08-27\|107.88\|5.15\|103.35\|108.50\|100.01\|260306;2026-08-28\|103.17\|-4.37\|105.72\|108.18\|102.83\|180961;2026-08-31\|108.80\|5.46\|100.00\|109.57\|100.00\|219850;2026-09-01\|105.47\|-3.06\|108.21\|108.66\|104.70\|145497;2026-09-02\|106.82\|1.28\|103.93\|109.08\|103.71\|180118;2026-09-03\|112.74\|5.54\|108.58\|116.00\|107.23\|289067;2026-09-04\|102.92\|-8.71\|112.73\|113.99\|101.50\|244880;2026-09-07\|106.52\|3.50\|103.03\|108.21\|101.01\|171475;2026-09-08\|101.41\|-4.80\|106.22\|106.52\|100.18\|180609

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